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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $43.0M | 116265 | 20.86% |
| 2 | VANGUARD MUN BD FDS | $39.0M | 770612 | 18.90% |
| 3 | VANGUARD BD INDEX FDS | $19.7M | 268796 | 9.57% |
| 4 | VANGUARD TAX-MANAGED FDS | $12.2M | 170913 | 5.90% |
| 5 | ISHARES TR | $9.9M | 13180 | 4.79% |
| 6 | STATE STR SPDR S&P 500 ETF T | $8.7M | 11684 | 4.23% |
| 7 | APPLE INC | $6.6M | 22710 | 3.19% |
| 8 | SCHWAB STRATEGIC TR | $5.7M | 180561 | 2.78% |
| 9 | COCA COLA CO | $5.4M | 66026 | 2.60% |
| 10 | INVESCO EXCHANGE TRADED FD T | $3.4M | 15999 | 1.65% |
| 11 | BERKSHIRE HATHAWAY INC DEL | $3.2M | 6373 | 1.55% |
| 12 | VANGUARD INTL EQUITY INDEX F | $3.0M | 49940 | 1.45% |
| 13 | AMAZON COM INC | $3.0M | 12485 | 1.44% |
| 14 | ISHARES TR | $2.3M | 22604 | 1.14% |
| 15 | VANGUARD INDEX FDS | $2.3M | 3358 | 1.12% |
| 16 | ISHARES TR | $2.3M | 23779 | 1.11% |
| 17 | DIMENSIONAL ETF TRUST | $1.9M | 43823 | 0.94% |
| 18 | NVIDIA CORPORATION | $1.8M | 8834 | 0.86% |
| 19 | SPDR GOLD TR | $1.6M | 4421 | 0.79% |
| 20 | ALPHABET INC | $1.5M | 4191 | 0.72% |
| 21 | DIMENSIONAL ETF TRUST | $1.5M | 28417 | 0.71% |
| 22 | GOLDMAN SACHS GROUP INC | $1.3M | 1319 | 0.65% |
| 23 | ISHARES TR | $1.2M | 17897 | 0.59% |
| 24 | JPMORGAN CHASE & CO | $1.2M | 3525 | 0.56% |
| 25 | ISHARES TR | $1.1M | 3791 | 0.55% |
| 26 | ISHARES TR | $1.1M | 11563 | 0.54% |
| 27 | MICROSOFT CORP | $1.1M | 2964 | 0.54% |
| 28 | WHITE MTNS INS GROUP LTD | $1.1M | 520 | 0.52% |
| 29 | PALANTIR TECHNOLOGIES INC | $1.1M | 9176 | 0.52% |
| 30 | FIRST HORIZON CORPORATION | $1.1M | 41461 | 0.52% |
| 31 | ALPHABET INC | $991K | 2772 | 0.48% |
| 32 | VANECK ETF TRUST | $977K | 12950 | 0.47% |
| 33 | ISHARES TR | $861K | 9820 | 0.42% |
| 34 | BERKSHIRE HATHAWAY INC DEL | $749K | 1 | 0.36% |
| 35 | ISHARES TR | $697K | 7835 | 0.34% |
| 36 | ELI LILLY & CO | $660K | 550 | 0.32% |
| 37 | BROADCOM INC | $626K | 1658 | 0.30% |
| 38 | BANK OF AMER CORP | $608K | 10671 | 0.29% |
| 39 | RTX CORPORATION | $522K | 2749 | 0.25% |
| 40 | LOCKHEED MARTIN CORP | $512K | 1004 | 0.25% |
| 41 | ISHARES INC | $504K | 6088 | 0.24% |
| 42 | CATERPILLAR INC | $479K | 450 | 0.23% |
| 43 | WELLS FARGO & CO | $458K | 5538 | 0.22% |
| 44 | PEPSICO INC | $423K | 3126 | 0.21% |
| 45 | ORACLE CORP | $416K | 2842 | 0.20% |
| 46 | HILLTOP HLDGS INC | $409K | 10536 | 0.20% |
| 47 | VISA INC | $401K | 1169 | 0.19% |
| 48 | PROSPERITY BANCSHARES INC | $386K | 5284 | 0.19% |
| 49 | CISCO SYS INC | $380K | 3233 | 0.18% |
| 50 | DIMENSIONAL ETF TRUST | $368K | 8918 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.