Disclosed positions
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $98,278,769 | 767,323 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $78,164,014 | 876,278 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $54,997,775 | 440,829 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $34,903,691 | 338,706 | SH | None |
| APPLE INC | AAPL | COM | $33,941,132 | 117,297 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $31,553,558 | 429,826 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $26,714,095 | 122,581 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $25,519,228 | 296,253 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $23,206,508 | 115,980 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $20,247,461 | 209,840 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $16,170,796 | 170,993 | SH | None |
| SCHWAB STRATEGIC TR | SCHQ | LONG TERM US | $14,569,254 | 465,471 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $13,458,035 | 249,131 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $13,203,206 | 276,507 | SH | None |
| AMERICAN CENTY ETF TR | AVSF | AVANTIS SHFXDINC | $10,332,931 | 221,889 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $10,089,635 | 183,415 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $9,793,696 | 237,423 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCB | CORE BOND ETF | $8,262,541 | 315,605 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $7,267,082 | 77,823 | SH | None |
| VANGUARD MALVERN FDS | VSDB | SHOR DURA BD ETF | $7,094,509 | 92,933 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $7,093,407 | 203,775 | SH | None |
| AMERICAN CENTY ETF TR | AVIG | AVANTIS CORE FI | $6,359,778 | 153,581 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $6,190,178 | 139,544 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $6,153,665 | 8,960 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $5,964,305 | 58,302 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $5,627,106 | 61,694 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $5,428,806 | 15,191 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $5,029,696 | 11,607 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,842,599 | 12,982 | SH | None |
| PROCEPT BIOROBOTICS CORP | PRCT | COM | $4,755,054 | 210,587 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $4,731,420 | 79,267 | SH | None |
| AMAZON COM INC | AMZN | COM | $4,702,713 | 19,731 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $4,653,211 | 56,788 | SH | None |
| AMERICAN CENTY ETF TR | AVGE | AVANTIS ALL EQT | $4,501,482 | 45,424 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $4,290,417 | 17,657 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $3,759,096 | 10,159 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $3,536,492 | 17,897 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $3,451,248 | 11,268 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,434,402 | 4,599 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,360,114 | 9,510 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $3,250,905 | 46,508 | SH | None |
| META PLATFORMS INC | META | CL A | $3,101,926 | 5,507 | SH | None |
| BITWISE 10 CRYPTO INDEX ETF | BITW | UNIT BENEFICIAL | $2,902,905 | 77,246 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,890,091 | 5,776 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $2,822,129 | 54,597 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $2,812,169 | 83,102 | SH | None |
| AMERICAN CENTY ETF TR | AVIV | INTERNATIONAL LR | $2,758,148 | 35,626 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,707,961 | 7,351 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $2,517,949 | 6,885 | SH | None |
| VISA INC | V | COM CL A | $2,468,188 | 7,194 | 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.