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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $21.1M | 329996 | 15.39% |
| 2 | VANGUARD INDEX FDS | $19.1M | 43789 | 13.92% |
| 3 | VANGUARD INDEX FDS | $17.6M | 89604 | 12.80% |
| 4 | VANGUARD CHARLOTTE FDS | $12.9M | 267921 | 9.37% |
| 5 | VANGUARD BD INDEX FDS | $11.8M | 150688 | 8.60% |
| 6 | VANGUARD INTL EQUITY INDEX F | $7.0M | 130276 | 5.12% |
| 7 | VANGUARD SCOTTSDALE FDS | $5.8M | 123711 | 4.23% |
| 8 | DIMENSIONAL ETF TRUST | $5.6M | 132613 | 4.08% |
| 9 | VANGUARD BD INDEX FDS | $5.5M | 79717 | 3.99% |
| 10 | DIMENSIONAL ETF TRUST | $4.5M | 62759 | 3.25% |
| 11 | VANGUARD INDEX FDS | $3.9M | 12210 | 2.85% |
| 12 | VANGUARD INDEX FDS | $2.8M | 4695 | 2.04% |
| 13 | VANGUARD BD INDEX FDS | $2.1M | 29074 | 1.56% |
| 14 | SPDR GOLD TR | $1.9M | 4387 | 1.37% |
| 15 | INVESCO QQQ TR | $1.8M | 3136 | 1.32% |
| 16 | VANGUARD STAR FDS | $1.4M | 18048 | 1.01% |
| 17 | TESLA INC | $1.3M | 3513 | 0.95% |
| 18 | APPLE INC | $1.2M | 4664 | 0.86% |
| 19 | ISHARES BITCOIN TRUST ETF | $1.1M | 27905 | 0.78% |
| 20 | VANGUARD WORLD FD | $738K | 2008 | 0.54% |
| 21 | VANGUARD WHITEHALL FDS | $721K | 4871 | 0.52% |
| 22 | NEXTERA ENERGY INC | $603K | 6490 | 0.44% |
| 23 | MICROSOFT CORP | $505K | 1364 | 0.37% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $482K | 1006 | 0.35% |
| 25 | BALL CORP | $467K | 7906 | 0.34% |
| 26 | AMAZON COM INC | $334K | 1602 | 0.24% |
| 27 | ISHARES TR | $325K | 497 | 0.24% |
| 28 | CAPITAL GRP FIXED INCM ETF T | $312K | 11501 | 0.23% |
| 29 | NVIDIA CORPORATION | $311K | 1781 | 0.23% |
| 30 | VANGUARD SCOTTSDALE FDS | $307K | 3997 | 0.22% |
| 31 | VERIZON COMMUNICATIONS INC | $291K | 5800 | 0.21% |
| 32 | HOME DEPOT INC | $279K | 848 | 0.20% |
| 33 | DIMENSIONAL ETF TRUST | $279K | 7179 | 0.20% |
| 34 | JOHNSON & JOHNSON | $273K | 1118 | 0.20% |
| 35 | TRAVELERS COMPANIES INC | $269K | 923 | 0.20% |
| 36 | ABBVIE INC | $267K | 1226 | 0.19% |
| 37 | META PLATFORMS INC | $259K | 453 | 0.19% |
| 38 | EMERSON ELEC CO | $250K | 1908 | 0.18% |
| 39 | EXXON MOBIL CORP | $248K | 1461 | 0.18% |
| 40 | MCDONALDS CORP | $244K | 786 | 0.18% |
| 41 | ALPHABET INC | $244K | 849 | 0.18% |
| 42 | VANGUARD WHITEHALL FDS | $241K | 2557 | 0.18% |
| 43 | JPMORGAN CHASE & CO | $240K | 817 | 0.17% |
| 44 | ELI LILLY & CO | $234K | 255 | 0.17% |
| 45 | PROCTER & GAMBLE CO | $222K | 1537 | 0.16% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.