Disclosed positions
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $29,898,336 | 566,686 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $29,177,865 | 862,230 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $25,044,625 | 284,987 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $24,364,118 | 699,917 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $19,582,001 | 227,328 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $19,165,866 | 248,157 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $16,106,663 | 236,828 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $14,028,830 | 63,933 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $13,289,686 | 60,981 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $12,401,868 | 235,240 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $12,316,481 | 396,028 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $11,374,306 | 133,048 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $11,150,359 | 134,601 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $9,731,572 | 65,616 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $9,633,472 | 12,900 | SH | None |
| VANGUARD WHITEHALL FDS | VIGI | INTL DVD ETF | $8,072,822 | 86,451 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $6,932,087 | 34,645 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $6,905,516 | 71,589 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $5,264,418 | 166,018 | SH | None |
| APPLE INC | AAPL | COM | $4,843,443 | 16,738 | SH | None |
| ISHARES TR | MTUM | MSCI USA MMENTM | $4,396,439 | 12,824 | SH | None |
| VANGUARD WORLD FD | VDC | CONSUM STP ETF | $3,904,658 | 17,316 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $3,364,870 | 121,475 | SH | None |
| SPDR SERIES TRUST | SPSM | ST STR SP600 SML | $3,208,234 | 55,631 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGSM | SHOR DUR MUN ETF | $3,036,038 | 115,067 | SH | None |
| SPDR SERIES TRUST | SLYV | ST STR SP600SM C | $2,447,738 | 22,434 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $2,439,781 | 6,672 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,273,494 | 21,125 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGMU | MUN INM ETF | $2,126,245 | 77,402 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $1,961,379 | 67,727 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,577,226 | 6,666 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $1,520,598 | 6,029 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,480,455 | 6,212 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,399,090 | 2,796 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,362,072 | 1,983 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TGRW | PRICE GRW STOCK | $1,206,614 | 25,285 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $1,204,582 | 33,340 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $1,196,136 | 10,041 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $1,153,833 | 28,074 | SH | None |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $1,142,320 | 4,000 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,087,569 | 3,043 | SH | None |
| BROADCOM INC | AVGO | COM | $954,952 | 2,528 | SH | None |
| CORNING INC | GLW | COM | $923,379 | 3,615 | SH | None |
| MICROSOFT CORP | MSFT | COM | $915,509 | 2,454 | SH | None |
| ISHARES INC | EMXC | MSCI EMRG CHN | $854,619 | 8,354 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $849,027 | 3,494 | SH | None |
| ISHARES TR | EFAV | MSCI EAFE MIN VL | $817,076 | 9,316 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $710,346 | 9,676 | SH | None |
| RICHMOND MUT BANCORPORATION | RMBI | COM | $682,896 | 43,004 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $665,252 | 2,195 | 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.