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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $19.4M | 743203 | 10.05% |
| 2 | SCHWAB STRATEGIC TR | $19.2M | 700795 | 9.94% |
| 3 | SCHWAB STRATEGIC TR | $18.5M | 660502 | 9.56% |
| 4 | VANGUARD INDEX FDS | $17.2M | 49244 | 8.92% |
| 5 | SCHWAB STRATEGIC TR | $16.9M | 678481 | 8.73% |
| 6 | VANGUARD INDEX FDS | $10.2M | 31322 | 5.29% |
| 7 | VANGUARD STAR FDS | $8.7M | 106657 | 4.51% |
| 8 | VANGUARD SCOTTSDALE FDS | $6.6M | 110799 | 3.41% |
| 9 | SCHWAB STRATEGIC TR | $6.5M | 194594 | 3.35% |
| 10 | SPDR SERIES TRUST | $5.3M | 64018 | 2.77% |
| 11 | ISHARES TR | $4.6M | 50567 | 2.40% |
| 12 | SPDR INDEX SHS FDS | $3.7M | 77837 | 1.94% |
| 13 | SCHWAB STRATEGIC TR | $3.6M | 114329 | 1.89% |
| 14 | SCHWAB STRATEGIC TR | $3.5M | 106620 | 1.80% |
| 15 | VANGUARD INDEX FDS | $3.3M | 43819 | 1.72% |
| 16 | VANGUARD INDEX FDS | $3.3M | 5011 | 1.69% |
| 17 | SPDR SERIES TRUST | $2.8M | 99210 | 1.47% |
| 18 | NVIDIA CORPORATION | $2.7M | 12875 | 1.39% |
| 19 | VANGUARD TAX-MANAGED FDS | $2.4M | 35788 | 1.25% |
| 20 | ISHARES TR | $2.4M | 3335 | 1.23% |
| 21 | EA SERIES TRUST | $1.9M | 35307 | 0.99% |
| 22 | SPDR SERIES TRUST | $1.8M | 28335 | 0.93% |
| 23 | VANGUARD INDEX FDS | $1.7M | 6234 | 0.90% |
| 24 | VANGUARD INDEX FDS | $1.2M | 6032 | 0.64% |
| 25 | VANGUARD INTL EQUITY INDEX F | $1.1M | 18528 | 0.56% |
| 26 | ISHARES TR | $977K | 6296 | 0.51% |
| 27 | SPDR SERIES TRUST | $956K | 32799 | 0.49% |
| 28 | SPDR SERIES TRUST | $878K | 16651 | 0.45% |
| 29 | SCHWAB STRATEGIC TR | $861K | 35535 | 0.45% |
| 30 | VANGUARD SCOTTSDALE FDS | $845K | 2633 | 0.44% |
| 31 | VANGUARD INDEX FDS | $836K | 10158 | 0.43% |
| 32 | VANGUARD INDEX FDS | $713K | 3097 | 0.37% |
| 33 | SCHWAB STRATEGIC TR | $698K | 13715 | 0.36% |
| 34 | ISHARES TR | $681K | 6362 | 0.35% |
| 35 | ALPHABET INC | $668K | 1922 | 0.35% |
| 36 | SCHWAB STRATEGIC TR | $657K | 21048 | 0.34% |
| 37 | ISHARES TR | $640K | 28000 | 0.33% |
| 38 | ALPHABET INC | $607K | 1732 | 0.31% |
| 39 | APPLE INC | $570K | 2113 | 0.30% |
| 40 | BALL CORP | $569K | 9265 | 0.29% |
| 41 | SCHWAB STRATEGIC TR | $564K | 17974 | 0.29% |
| 42 | SCHWAB STRATEGIC TR | $531K | 22873 | 0.27% |
| 43 | ISHARES TR | $510K | 7086 | 0.26% |
| 44 | MICROSOFT CORP | $490K | 1152 | 0.25% |
| 45 | ISHARES TR | $470K | 4989 | 0.24% |
| 46 | VANGUARD WORLD FD | $469K | 3778 | 0.24% |
| 47 | ISHARES TR | $464K | 4618 | 0.24% |
| 48 | TESLA INC | $414K | 1104 | 0.21% |
| 49 | VANGUARD INDEX FDS | $413K | 1854 | 0.21% |
| 50 | ISHARES TR | $407K | 3008 | 0.21% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.