D DIMENSIONAL ETF TRUST DFIC
15.28% 16.14% $134.3M 3.6M $122.8M 3.5M +148,175 +4.29% Add S STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF SLYV
12.43% 12.53% $109.2M 1.0M $95.3M 1.0M -6,917 -0.69% Reduce S SPDR SERIES TRUST SPYG
12.38% 11.37% $108.8M 914,234 $86.5M 883,504 +30,730 +3.48% Add A AMERICAN CENTY ETF TR AVLV
11.74% 11.97% $103.1M 1.1M $91.1M 1.1M +228 +0.02% Add V VANGUARD BD INDEX FDS BIV
6.08% 6.67% $53.4M 696,561 $50.7M 657,468 +39,093 +5.95% Add V VANGUARD INDEX FDS VUG
3.88% 3.78% $34.1M 395,858 $28.7M 65,765 +330,093 +501.93% Add S ST SRT SPDR PORTFOLIO TIPS ET ETF IV SPIP
3.59% 3.94% $31.6M 1.2M $30.0M 1.2M +76,072 +6.60% Add A AMERICAN CENTY ETF TR AVEM
3.53% 3.56% $31.0M 321,733 $27.1M 335,823 -14,090 -4.20% Reduce G GENERAL DYNAMICS CORP GD
3.01% 2.97% $26.5M 71,573 $22.6M 70,417 +1,156 +1.64% Add AVANTIS INTL AVDE
2.74% 2.92% $24.1M 269,845 $22.2M 262,157 +7,688 +2.93% Add I ISHARES TR EMB
2.17% 2.33% $19.1M 197,737 $17.7M 188,876 +8,861 +4.69% Add C CAPITAL GRP FIXED INCM ETF T CGCB
2% 2.42% $17.6M 671,881 $18.4M 702,136 -30,255 -4.31% Reduce V VANGUARD SCOTTSDALE FDS VTWO
1.95% 1.99% $17.1M 145,840 $15.2M 149,072 -3,232 -2.17% Reduce I ISHARES TR USRT
1.61% 1.63% $14.1M 212,247 $12.4M 209,038 +3,209 +1.54% Add I ISHARES TR ICSH
1.07% 1.51% $9.4M 186,598 $11.5M 227,396 -40,798 -17.94% Reduce S SPDR SERIES TRUST SPTM
0.99% 1% $8.7M 96,238 $7.6M 96,331 -93 -0.10% Reduce C CAPITAL GRP FIXED INCM ETF T CGMU
0.96% 0.53% $8.4M 305,784 $4.0M 148,974 +156,810 +105.26% Add V VANGUARD SMALL VBR
0.95% 0.97% $8.4M 34,527 $7.4M 33,938 +589 +1.74% Add I ISHARES CORE 1-5 YEAR USD BOND ETF ISTB
0.57% 0.65% $5.0M 103,207 $4.9M 102,105 +1,102 +1.08% Add COCA COLA CO KO
0.51% 0.55% $4.5M 55,185 $4.2M 55,185 0 0.00% Unchanged D DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX
0.46% 0.49% $4.0M 109,286 $3.7M 110,353 -1,067 -0.97% Reduce T THORNBURG ETF TR TMB
0.44% — $3.9M 153,054 $0 0 +153,054 New Buy I ISHARES TR VLUE
0.43% 0.35% $3.8M 18,831 $2.7M 18,780 +51 +0.27% Add C CAPITAL GRP FIXED INCM ETF T BANFP
0.41% — $3.6M 136,919 $0 0 +136,919 New Buy I ISHARES TR IVV
0.37% 0.37% $3.2M 4,339 $2.8M 4,347 -8 -0.18% Reduce V VANGUARD MUN BD FDS VTEB
0.36% 0.38% $3.2M 62,715 $2.9M 58,297 +4,418 +7.58% Add F FIRST TR EXCHNG TRADED FD VI FIXD
0.36% 0.39% $3.2M 72,459 $3.0M 68,896 +3,563 +5.17% Add I ISHARES TR IMTB
0.36% 0.16% $3.2M 72,412 $1.2M 27,121 +45,291 +167.00% Add V VANGUARD INDEX FDS VOO
0.33% 0.33% $2.9M 4,216 $2.5M 4,206 +10 +0.24% Add C CAPITAL GRP SHRT DURATION INC ETF CGSD
0.33% 0.26% $2.9M 111,085 $2.0M 77,816 +33,269 +42.75% Add I ISHARES TR TIP
0.32% 0.23% $2.8M 25,506 $1.7M 15,739 +9,767 +62.06% Add D DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE
0.31% 0.32% $2.8M 68,644 $2.4M 71,027 -2,383 -3.36% Reduce I ISHARES TR MUB
0.31% 0.4% $2.7M 25,325 $3.0M 28,636 -3,311 -11.56% Reduce MICROSOFT CORP MSFT
0.29% 0.12% $2.5M 6,831 $939,053 2,537 +4,294 +169.26% Add I ISHARES RUSSELL IWF
0.28% 0.29% $2.5M 19,871 $2.2M 5,197 +14,674 +282.36% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.27% 0.3% $2.4M 4,755 $2.3M 4,755 0 0.00% Unchanged I ISHARES TR EFG
0.27% 0.28% $2.4M 18,940 $2.1M 19,087 -147 -0.77% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.25% 0.27% $2.2M 2,952 $2.0M 3,110 -158 -5.08% Reduce ABBVIE INC ABBV
0.24% 0.12% $2.1M 8,369 $906,498 4,168 +4,201 +100.79% Add V VANGUARD STAR FDS VXUS
0.22% 0.23% $2.0M 22,838 $1.8M 22,854 -16 -0.07% Reduce D DIMENSIONAL ETF TRUST DFLV
0.21% 0.22% $1.8M 46,722 $1.7M 46,515 +207 +0.45% Add SOUTHERN CO SO
0.19% 0.23% $1.6M 17,067 $1.8M 18,413 -1,346 -7.31% Reduce V VANGUARD FTSE VEA
0.18% 0.17% $1.6M 22,528 $1.3M 20,705 +1,823 +8.80% Add I Ishares Trust Ibonds Dec 2026 Term Treasury Etf IBTG
0.17% 0.19% $1.5M 63,514 $1.4M 63,153 +361 +0.57% Add I ISHARES TR IBTH
0.17% 0.19% $1.5M 64,967 $1.4M 64,583 +384 +0.59% Add I ISHARES TR IBDS
0.16% 0.19% $1.4M 58,868 $1.4M 58,483 +385 +0.66% Add APPLE INC AAPL
0.16% 0.15% $1.4M 4,898 $1.1M 4,453 +445 +9.99% Add HOME DEPOT INC HD
0.15% 0.16% $1.3M 3,793 $1.2M 3,798 -5 -0.13% Reduce S SPDR INDEX SHS FDS SPDW
0.14% 0.15% $1.2M 24,362 $1.1M 24,341 +21 +0.09% Add V VANGUARD INDEX FDS VTV
0.14% 0.14% $1.2M 5,631 $1.1M 5,593 +38 +0.68% Add 
