D DIMENSIONAL ETF TRUST DFAC
32.49% 31.56% $115.6M 2.6M $100.9M 2.6M +10,042 +0.39% Add D DIMENSIONAL ETF TRUST DFIC
13.66% 14.16% $48.6M 1.3M $45.2M 1.3M +30,643 +2.41% Add V VANGUARD SCOTTSDALE FDS BSV
12.32% 13.59% $43.8M 554,837 $43.4M 547,927 +6,910 +1.26% Add V VANGUARD TOTAL BND
9.12% 10.02% $32.4M 441,817 $32.0M 434,861 +6,956 +1.60% Add D DIMENSIONAL ETF TRUST DFEM
7.3% 7.09% $26.0M 638,713 $22.7M 655,618 -16,905 -2.58% Reduce D DIMENSIONAL ETF TRUST DFGX
5.6% 5.34% $19.9M 372,058 $17.1M 325,258 +46,800 +14.39% Add V VANGUARD BD INDEX FDS BSV
3.57% 3.96% $12.7M 163,016 $12.7M 161,346 +1,670 +1.04% Add A AMERICAN CENTY ETF TR AVUS
1.73% 1.8% $6.1M 47,918 $5.8M 51,742 -3,824 -7.39% Reduce NVIDIA CORPORATION NVDA
1.29% 1.2% $4.6M 22,870 $3.8M 22,028 +842 +3.82% Add APPLE INC AAPL
1.19% 1.11% $4.2M 14,630 $3.5M 13,968 +662 +4.74% Add V VANGUARD MUN BD FDS VTEB
0.94% 0.97% $3.3M 66,144 $3.1M 62,311 +3,833 +6.15% Add V Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf VTES
0.72% 0.75% $2.6M 25,374 $2.4M 23,659 +1,715 +7.25% Add A AMERICAN CENTY ETF TR AVEM
0.7% 0.47% $2.5M 25,790 $1.5M 18,709 +7,081 +37.85% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
0.65% 0.67% $2.3M 55,949 $2.1M 54,649 +1,300 +2.38% Add AMAZON COM INC AMZN
0.55% 0.48% $2.0M 8,214 $1.5M 7,417 +797 +10.75% Add AVANTIS INTL AVDE
0.46% 0.51% $1.6M 18,286 $1.6M 19,297 -1,011 -5.24% Reduce A AVANTIS SHORT-TERM FIXED INCOME ETF AVSF
0.44% 0.49% $1.6M 33,742 $1.6M 33,742 0 0.00% Unchanged MICROSOFT CORP MSFT
0.39% 0.39% $1.4M 3,694 $1.2M 3,348 +346 +10.33% Add ALPHABET INC GOOGL
0.38% 0.33% $1.4M 3,821 $1.0M 3,626 +195 +5.38% Add I ISHARES TR IVW
0.38% 0.34% $1.3M 9,739 $1.1M 9,739 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFSU
0.32% 0.31% $1.1M 24,442 $995,200 24,220 +222 +0.92% Add ELI LILLY & CO LLY
0.31% 0.25% $1.1M 927 $803,879 874 +53 +6.06% Add D DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE
0.25% 0.23% $891,174 22,163 $750,439 22,163 0 0.00% Unchanged S STATE STREET SPYM
0.25% — $882,612 10,043 $0 0 +10,043 New Buy A AVANTIS CORE FIXED INCOME ETF AVIG
0.24% 0.27% $866,960 20,936 $870,773 20,962 -26 -0.12% Reduce META PLATFORMS INC META
0.24% 0.26% $855,074 1,518 $822,151 1,437 +81 +5.64% Add MICRON TECHNOLOGY INC MU
0.23% 0.09% $802,232 695 $291,894 864 -169 -19.56% Reduce I ISHARES TR ITOT
0.21% 0.19% $749,893 4,565 $593,506 4,167 +398 +9.55% Add A AMERICAN CENTY ETF TR AVGE
0.21% 0.21% $734,331 7,410 $677,314 7,695 -285 -3.70% Reduce A Alphabet Inc Class C GOOG
0.19% 0.16% $684,754 1,938 $513,479 1,790 +148 +8.27% Add D DIMENSIONAL ETF TRUST DFSD
0.17% 0.19% $611,200 12,800 $609,225 12,724 +76 +0.60% Add JPMORGAN CHASE & CO JPM
0.17% 0.15% $592,467 1,810 $487,423 1,657 +153 +9.23% Add V VANGUARD INDEX FDS VV
0.17% 0.16% $589,806 1,715 $525,976 1,760 -45 -2.56% Reduce BROADCOM INC AVGO
0.16% 0.14% $575,742 1,524 $443,562 1,433 +91 +6.35% Add S STATE STR SPDR S&P 500 ETF T SPY
0.14% 0.14% $498,842 668 $434,427 668 0 0.00% Unchanged BERKSHIRE HATHAWAY INC DEL BRK.B
0.14% 0.13% $498,388 996 $416,425 869 +127 +14.61% Add V VANGUARD TOTAL BNDX
0.13% 0.12% $471,757 9,741 $397,374 8,270 +1,471 +17.79% Add EXXON MOBIL CORP XOM
0.11% 0.14% $403,174 2,949 $459,928 2,711 +238 +8.78% Add INTEL CORP INTC
0.1% — $373,510 2,675 $0 0 +2,675 New Buy V VANGUARD SPECIALIZED FUNDS VIG
0.1% 0.12% $370,784 1,567 $369,903 1,720 -153 -8.90% Reduce GOLDMAN SACHS GROUP INC GS
0.1% — $352,894 349 $0 0 +349 New Buy D DIMENSIONAL ETF TRUST DFSI
0.09% 0.1% $333,018 7,384 $313,082 7,384 0 0.00% Unchanged V VANGUARD INSTL INDEX FD VBIL
0.09% 0.12% $330,797 4,371 $368,491 4,871 -500 -10.26% Reduce D DIMENSIONAL ETF TRUST DUSB
0.09% 0.1% $329,816 6,495 $329,361 6,495 0 0.00% Unchanged V VANGUARD SCOTTSDALE FDS VCIT
0.09% 0.1% $322,335 3,900 $320,574 3,874 +26 +0.67% Add I ISHARES TR IVV
0.09% 0.09% $320,525 428 $279,574 428 0 0.00% Unchanged CATERPILLAR INC CAT
0.09% — $306,691 288 $0 0 +288 New Buy VISA INC V
0.09% 0.07% $302,605 882 $231,214 765 +117 +15.29% Add WALMART INC WMT
0.08% 0.09% $286,321 2,528 $302,000 2,430 +98 +4.03% Add V VANGUARD WORLD FD VCEB
0.08% 0.09% $285,935 4,556 $284,306 4,525 +31 +0.69% Add 
