Disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $81,702,652 | 220,794 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $64,417,307 | 1,092,189 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $31,191,430 | 437,774 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $21,596,081 | 173,101 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $20,126,679 | 694,982 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $19,958,016 | 720,506 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $19,300,667 | 276,118 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $17,919,930 | 185,718 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $15,151,132 | 147,027 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $11,600,867 | 57,978 | SH | None |
| VANGUARD WORLD FD | ESGV | ESG US STK ETF | $7,072,460 | 53,482 | SH | None |
| APPLE INC | AAPL | COM | $6,926,059 | 23,936 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $6,678,725 | 40,657 | SH | None |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | SHS | $5,379,394 | 105,375 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,986,932 | 6,678 | SH | None |
| SCHWAB STRATEGIC TR | SCHR | INT-TRM U.S TRES | $4,776,001 | 193,674 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $4,497,558 | 44,850 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,297,310 | 11,520 | SH | None |
| NETFLIX INC. | NFLX | COM | $3,776,060 | 52,886 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $2,960,197 | 104,269 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,939,282 | 8,319 | SH | None |
| TESLA INC | TSLA | COM | $2,236,751 | 5,318 | SH | None |
| QUALCOMM INC | QCOM | COM | $1,887,445 | 10,214 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,883,233 | 2,742 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,530,363 | 17,766 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $1,487,472 | 18,065 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,229,353 | 3,440 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,202,538 | 5,518 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $1,178,490 | 1,630 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,150,947 | 3,797 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,120,436 | 4,701 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $1,084,625 | 3,610 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $862,744 | 10,708 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $845,362 | 3,479 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $801,730 | 2,851 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $777,376 | 4,133 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $752,554 | 3,950 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $699,915 | 4,429 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $692,696 | 8,271 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $662,299 | 2,799 | SH | None |
| ABBVIE INC | ABBV | COM | $638,159 | 2,536 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $632,179 | 6,149 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $631,664 | 1,683 | SH | None |
| HOME DEPOT INC | HD | COM | $627,770 | 1,780 | SH | None |
| ANALOG DEVICES INC | ADI | COM | $608,067 | 1,531 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $606,773 | 5,699 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $597,887 | 3,653 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $594,491 | 6,165 | SH | None |
| CISCO SYS INC | CSCO | COM | $496,973 | 4,231 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $468,350 | 636 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.