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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $40.9M | 1040681 | 34.68% |
| 2 | DIMENSIONAL ETF TRUST | $7.8M | 108514 | 6.60% |
| 3 | DIMENSIONAL ETF TRUST | $7.6M | 211948 | 6.47% |
| 4 | DIMENSIONAL ETF TRUST | $7.0M | 111193 | 5.93% |
| 5 | DIMENSIONAL ETF TRUST | $5.3M | 133787 | 4.48% |
| 6 | ISHARES TR | $5.2M | 7878 | 4.41% |
| 7 | AMERICAN CENTY ETF TR | $4.3M | 49862 | 3.64% |
| 8 | DIMENSIONAL ETF TRUST | $4.2M | 122121 | 3.56% |
| 9 | DIMENSIONAL ETF TRUST | $3.4M | 99184 | 2.86% |
| 10 | NEXTERA ENERGY INC | $3.2M | 34534 | 2.72% |
| 11 | DIMENSIONAL ETF TRUST | $3.0M | 82028 | 2.58% |
| 12 | DIMENSIONAL ETF TRUST | $2.7M | 78721 | 2.27% |
| 13 | ISHARES TR | $2.5M | 25223 | 2.12% |
| 14 | JP MORGAN EXCHANGE TRADED F | $2.4M | 46986 | 2.01% |
| 15 | AMERICAN CENTY ETF TR | $2.3M | 20209 | 1.92% |
| 16 | AMERICAN CENTY ETF TR | $1.9M | 23572 | 1.62% |
| 17 | LOWES COS INC | $1.8M | 7590 | 1.51% |
| 18 | DIMENSIONAL ETF TRUST | $1.5M | 20515 | 1.27% |
| 19 | VANGUARD INTL EQUITY INDEX F | $1.2M | 15927 | 1.03% |
| 20 | JP MORGAN EXCHANGE TRADED F | $999K | 21195 | 0.85% |
| 21 | VANGUARD SCOTTSDALE FDS | $909K | 8199 | 0.77% |
| 22 | JP MORGAN EXCHANGE TRADED F | $864K | 18398 | 0.73% |
| 23 | FIRST INTST BANCSYSTEM INC | $799K | 23638 | 0.68% |
| 24 | CATERPILLAR INC | $699K | 977 | 0.59% |
| 25 | VANGUARD INDEX FDS | $608K | 2297 | 0.52% |
| 26 | ENTERPRISE PRODS PARTNERS L | $577K | 15300 | 0.49% |
| 27 | CHEVRON CORP NEW | $504K | 2558 | 0.43% |
| 28 | DIMENSIONAL ETF TRUST | $475K | 13470 | 0.40% |
| 29 | SPDR DOW JONES INDL AVERAGE | $463K | 994 | 0.39% |
| 30 | ISHARES TR | $456K | 3010 | 0.39% |
| 31 | DIMENSIONAL ETF TRUST | $421K | 17437 | 0.36% |
| 32 | VANGUARD INDEX FDS | $407K | 673 | 0.35% |
| 33 | BERKSHIRE HATHAWAY INC DEL | $341K | 712 | 0.29% |
| 34 | SELECT SECTOR SPDR TR | $325K | 5490 | 0.28% |
| 35 | DIMENSIONAL ETF TRUST | $256K | 5337 | 0.22% |
| 36 | APPLE INC | $237K | 914 | 0.20% |
| 37 | VANGUARD INDEX FDS | $233K | 525 | 0.20% |
| 38 | DIMENSIONAL ETF TRUST | $232K | 7129 | 0.20% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.