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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $29.3M | 44900 | 28.04% |
| 2 | VANGUARD INDEX FDS | $20.5M | 34292 | 19.59% |
| 3 | SCHWAB STRATEGIC TR | $15.9M | 324274 | 15.17% |
| 4 | VANGUARD TAX-MANAGED FDS | $7.9M | 122957 | 7.53% |
| 5 | INVESCO EXCHANGE TRADED FD T | $4.5M | 60378 | 4.34% |
| 6 | ISHARES TR | $3.5M | 65776 | 3.30% |
| 7 | ISHARES TR | $3.3M | 33378 | 3.17% |
| 8 | ISHARES TR | $3.3M | 26648 | 3.17% |
| 9 | ISHARES TR | $2.7M | 11004 | 2.61% |
| 10 | INVESCO EXCHANGE TRADED FD T | $2.1M | 14221 | 1.97% |
| 11 | VANGUARD INDEX FDS | $1.2M | 4724 | 1.18% |
| 12 | CAPITAL GRP FIXED INCM ETF T | $1.2M | 45826 | 1.15% |
| 13 | MICROSOFT CORP | $1.1M | 2873 | 1.02% |
| 14 | ISHARES TR | $1.0M | 2935 | 1.00% |
| 15 | VANGUARD BD INDEX FDS | $604K | 8207 | 0.58% |
| 16 | BERKSHIRE HATHAWAY INC DEL | $592K | 1235 | 0.57% |
| 17 | NVIDIA CORPORATION | $587K | 3364 | 0.56% |
| 18 | VANGUARD INDEX FDS | $547K | 2789 | 0.52% |
| 19 | ISHARES TR | $470K | 3322 | 0.45% |
| 20 | VANGUARD SPECIALIZED FUNDS | $467K | 2172 | 0.45% |
| 21 | SPDR SERIES TRUST | $467K | 18819 | 0.45% |
| 22 | VANGUARD SCOTTSDALE FDS | $453K | 4127 | 0.43% |
| 23 | ISHARES TR | $421K | 3956 | 0.40% |
| 24 | VANGUARD INDEX FDS | $378K | 865 | 0.36% |
| 25 | STATE STR SPDR S&P 500 ETF T | $328K | 505 | 0.31% |
| 26 | INVESCO EXCH TRADED FD TR II | $321K | 5851 | 0.31% |
| 27 | VANGUARD INDEX FDS | $277K | 864 | 0.26% |
| 28 | APPLE INC | $262K | 1031 | 0.25% |
| 29 | AMAZON COM INC | $257K | 1232 | 0.25% |
| 30 | ISHARES INC | $221K | 5580 | 0.21% |
| 31 | ALPHABET INC | $215K | 751 | 0.21% |
| 32 | PROFESIONALLY MANAGED PORTFO | $206K | 3900 | 0.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.