Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFSU	DIMENSIONAL ETF TRUST	1,289,790	$56.02M	26.0%	$38.60	—	US SUSTAINABILTY	25434V716
NVDA	NVIDIA CORPORATION	186,601	$34.8M	16.2%	$139.54	+33.4%	COM	67066G104
DFCA	DIMENSIONAL ETF TRUST	584,663	$29.28M	13.6%	$49.71	—	CALIF MUN BD ETF	25434V633
DFSI	DIMENSIONAL ETF TRUST	357,330	$15.31M	7.1%	$33.93	—	INTERNATIONAL	25434V690
DFSE	DIMENSIONAL ETF TRUST	318,401	$13.21M	6.1%	$33.53	—	EMERGING MARKETS	25434V682
FBTC	FIDELITY WISE ORIGIN BITCOIN	120,073	$9.153M	4.2%	$83.50	—	SHS	315948109
DFSB	DIMENSIONAL ETF TRUST	159,556	$8.265M	3.8%	$51.13	—	GLOBAL SUSTAINA	25434V674
DFNM	DIMENSIONAL ETF TRUST	166,538	$8.022M	3.7%	$47.81	—	NATL MUN BD ETF	25434V849
GBTC	GRAYSCALE BITCOIN TRUST ETF	101,811	$6.96M	3.2%	$74.02	—	SHS REP COM UT	389637109
DFCF	DIMENSIONAL ETF TRUST	158,748	$6.756M	3.1%	$41.46	—	CORE FIXED INCOM	25434V872
DFAR	DIMENSIONAL ETF TRUST	179,547	$4.112M	1.9%	$23.30	—	US REAL ESTATE E	25434V823
JNJ	JOHNSON & JOHNSON	9,900	$2.049M	1.0%	$149.59	+31.7%	COM	478160104
DFUS	DIMENSIONAL ETF TRUST	24,476	$1.815M	0.8%	$63.75	—	US EQUITY MARKET	25434V401
SPGI	S&P GLOBAL INC	3,111	$1.626M	0.8%	$503.12	-1.8%	COM	78409V104
META	META PLATFORMS INC	2,178	$1.438M	0.7%	$714.07	-6.5%	CL A	30303M102
VTI	VANGUARD INDEX FDS	3,731	$1.251M	0.6%	$289.63	—	TOTAL STK MKT	922908769
SCHF	SCHWAB STRATEGIC TR	50,766	$1.22M	0.6%	$18.50	—	INTL EQTY ETF	808524805
AON	AON PLC	3,100	$1.094M	0.5%	$365.26	-4.4%	SHS CL A	G0403H108
SUSA	ISHARES TR	7,250	$1.01M	0.5%	$121.59	—	ESG OPTIMIZED	464288802
AAPL	APPLE INC	3,666	$997K	0.5%	$232.96	+15.2%	COM	037833100
DFAC	DIMENSIONAL ETF TRUST	24,525	$971K	0.5%	$34.75	—	US CORE EQUITY 2	25434V708
RY	ROYAL BK CDA	5,412	$923K	0.4%	$123.44	+24.4%	COM	780087102
BTC	GRAYSCALE BITCOIN MINI TR ET	19,312	$748K	0.3%	$41.87	—	SHS NEW	389930207
VOO	VANGUARD INDEX FDS	1,146	$719K	0.3%	$546.62	—	S&P 500 ETF SHS	922908363
VT	VANGUARD INTL EQUITY INDEX F	4,097	$578K	0.3%	$141.06	—	TT WRLD ST ETF	922042742
GOOG	ALPHABET INC	1,819	$571K	0.3%	$181.23	+58.0%	CAP STK CL C	02079K107
DEXC	DIMENSIONAL ETF TRUST	9,427	$571K	0.3%	$57.45	—	EMERGING MRKTETS	25434V534
VEA	VANGUARD TAX-MANAGED FDS	8,182	$511K	0.2%	$47.93	—	VAN FTSE DEV MKT	921943858
AMZN	AMAZON COM INC	2,031	$469K	0.2%	$211.97	+7.9%	COM	023135106
VWO	VANGUARD INTL EQUITY INDEX F	8,466	$455K	0.2%	$44.04	—	FTSE EMR MKT ETF	922042858
BRK/B	BERKSHIRE HATHAWAY INC DEL	792	$398K	0.2%	$461.73	+7.8%	CL B NEW	084670702
VXUS	VANGUARD STAR FDS	5,165	$390K	0.2%	$58.93	—	VG TL INTL STK F	921909768
SCHD	SCHWAB STRATEGIC TR	13,089	$359K	0.2%	$27.32	—	US DIVIDEND EQ	808524797
BAC	BANK AMERICA CORP	6,466	$356K	0.2%	$42.83	+23.0%	COM	060505104
IVV	ISHARES TR	442	$303K	0.1%	$588.71	—	CORE S&P500 ETF	464287200
DFIC	DIMENSIONAL ETF TRUST	8,743	$301K	0.1%	$25.84	—	INTL CORE EQUITY	25434V799
ADSK	AUTODESK INC	907	$268K	0.1%	$295.42	+2.4%	COM	052769106
MSFT	MICROSOFT CORP	553	$267K	0.1%	$508.71	-1.6%	COM	594918104
SHOP	SHOPIFY INC	1,592	$256K	0.1%	$135.57	+18.4%	CL A SUB VTG SHS	82509L107
SPY	SPDR S&P 500 ETF TR	374	$255K	0.1%	$666.18	—	TR UNIT	78462F103
INTU	INTUIT	369	$244K	0.1%	$674.49	-2.0%	COM	461202103
MSTR	STRATEGY INC	1,579	$240K	0.1%	$300.91	-23.5%	CL A NEW	594972408
DFIV	DIMENSIONAL ETF TRUST	4,548	$227K	0.1%	$46.12	—	INTERNATNAL VAL	25434V807
DFAE	DIMENSIONAL ETF TRUST	6,918	$225K	0.1%	$31.58	—	EMGR CRE EQT MNG	25434V302
TSLA	TESLA INC	483	$217K	0.1%	$350.03	+26.6%	COM	88160R101
CP	CANADIAN PACIFIC KANSAS CITY	2,750	$202K	0.1%	$76.59	-3.9%	COM	13646K108