Disclosed positions
| ISHARES TR | ITOT | CORE S&P TTL STK | $85,899,734 | 523,396 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $25,963,365 | 756,729 | SH | None |
| EA SERIES TRUST | BSVO | BRID OMN SMA ETF | $23,290,220 | 810,376 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGIT | INTER TERM TREAS | $16,578,672 | 282,864 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $14,956,179 | 167,276 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $13,578,308 | 130,837 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $13,328,544 | 388,248 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $13,094,774 | 274,581 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $11,838,316 | 363,808 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $11,645,211 | 297,223 | SH | None |
| SPDR INDEX SHS FDS | CWI | ST STR ACWI ETF | $10,662,234 | 265,560 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $9,415,060 | 342,615 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $7,442,180 | 149,923 | SH | None |
| APPLE INC | AAPL | COM | $6,338,340 | 20,403 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $6,033,813 | 16,325 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $5,011,941 | 20,981 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $4,511,793 | 37,180 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $4,478,035 | 36,362 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $4,422,100 | 106,557 | SH | None |
| SPDR SERIES TRUST | SPYV | ST STR P500VAL | $4,015,084 | 64,969 | SH | None |
| UMB FINL CORP | UMBF | COM | $4,007,073 | 27,445 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $3,948,291 | 115,752 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $3,854,049 | 45,529 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $2,813,245 | 3,966 | SH | None |
| SPDR SERIES TRUST | HYMB | ST NUVE HIGH ETF | $2,335,630 | 92,427 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $1,922,719 | 13,546 | SH | None |
| FIRST TR EXCH TRADED FD III | FMB | MANAGD MUN ETF | $1,838,593 | 35,854 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $1,818,375 | 19,639 | SH | None |
| SPDR SERIES TRUST | SLYG | ST STR SP600GRWO | $1,812,701 | 15,533 | SH | None |
| TESLA INC | TSLA | COM | $1,806,201 | 4,483 | SH | None |
| DEERE & CO | DE | COM | $1,786,003 | 2,959 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,760,394 | 29,898 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $1,721,969 | 47,634 | SH | None |
| VANECK ETF TRUST | HYD | HIGH YLD MUNIETF | $1,697,357 | 32,984 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,684,048 | 21,106 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,651,411 | 6,815 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $1,647,785 | 4,652 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $1,638,406 | 12,042 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $1,525,104 | 30,248 | SH | None |
| VANGUARD INDEX FDS | VOT | MCAP GR IDXVIP | $1,469,619 | 4,887 | SH | None |
| VANGUARD INDEX FDS | VOE | MCAP VL IDXVIP | $1,377,806 | 6,865 | SH | None |
| SPDR SERIES TRUST | MDYV | ST STR SP400VAL | $1,304,810 | 13,915 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $1,279,090 | 14,090 | SH | None |
| QUANTA SVCS INC | PWR | COM | $1,194,701 | 1,819 | SH | None |
| ISHARES TR | IWS | RUS MDCP VAL ETF | $1,154,475 | 6,966 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $1,105,262 | 28,545 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $1,081,556 | 2,804 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $1,039,114 | 26,941 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,028,646 | 9,592 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,014,777 | 1,477 | 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.