Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DFAT	DIMENSIONAL ETF TRUST	476,441	$24.93M	18.7%	$44.00	—	US TARGETED VLU	25434V609
DFUV	DIMENSIONAL ETF TRUST	652,161	$24.27M	18.2%	$33.48	—	US MKTWIDE VALUE	25434V724
S	SENTINELONE INC	456,513	$12.53M	9.4%	$18.51	+4.6%	CL A	81730H109
DFUS	DIMENSIONAL ETF TRUST	224,943	$11.66M	8.7%	$41.74	—	US EQUITY ETF	25434V401
DFIV	DIMENSIONAL ETF TRUST	244,957	$8.417M	6.3%	$30.64	—	INTERNATNAL VAL	25434V807
AAPL	APPLE INC	41,377	$7.966M	6.0%	$140.75	+29.9%	COM	037833100
AVUV	AMERICAN CENTY ETF TR	77,530	$6.962M	5.2%	$77.98	—	US SML CP VALU	025072877
VTIP	VANGUARD MALVERN FDS	89,500	$4.25M	3.2%	$46.79	—	STRM INFPROIDX	922020805
DISV	DIMENSIONAL ETF TRUST	124,322	$3.206M	2.4%	$23.15	—	INTL SMALL CAP V	25434V781
DFAU	DIMENSIONAL ETF TRUST	87,961	$2.925M	2.2%	$27.02	—	US CORE EQT MKT	25434V104
AVLV	AMERICAN CENTY ETF TR	33,226	$1.919M	1.4%	$56.20	—	US LARGE CAP VLU	025072349
BND	VANGUARD BD INDEX FDS	25,866	$1.902M	1.4%	$72.85	—	TOTAL BND MRKT	921937835
MSFT	MICROSOFT CORP	4,766	$1.792M	1.3%	$240.21	+45.9%	COM	594918104
DFGR	DIMENSIONAL ETF TRUST	65,403	$1.699M	1.3%	$25.75	—	GLOBAL REAL EST	25434V658
DFAE	DIMENSIONAL ETF TRUST	67,455	$1.626M	1.2%	$21.99	—	EMGR CRE EQT MNG	25434V302
DFAI	DIMENSIONAL ETF TRUST	50,662	$1.451M	1.1%	$25.04	—	INTL CORE EQT MK	25434V203
FICO	FAIR ISAAC CORP	1,215	$1.414M	1.1%	$526.19	+91.3%	COM	303250104
DFSV	DIMENSIONAL ETF TRUST	37,301	$1.086M	0.8%	$24.77	—	US SMALL CAP VAL	25434V815
VBR	VANGUARD INDEX FDS	5,567	$1.002M	0.8%	$158.80	—	SM CP VAL ETF	922908611
DFEM	DIMENSIONAL ETF TRUST	34,313	$856K	0.6%	$23.13	—	EMERGING MKTS CO	25434V732
ORCL	ORACLE CORP	8,105	$855K	0.6%	$74.62	+43.0%	COM	68389X105
IVV	ISHARES TR	1,607	$767K	0.6%	$384.30	—	CORE S&P500 ETF	464287200
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,118	$755K	0.6%	$350.99	0.0%	CL B NEW	084670702
VTI	VANGUARD INDEX FDS	2,851	$676K	0.5%	$237.20	—	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	12,222	$603K	0.5%	$48.28	—	TOTAL INT BD ETF	92203J407
AMZN	AMAZON COM INC	3,780	$574K	0.4%	$102.72	+36.5%	COM	023135106
MRSH	MARSH & MCLENNAN COS INC	2,771	$525K	0.4%	$159.86	+16.9%	COM	571748102
CSX	CSX CORP	14,715	$510K	0.4%	$28.73	+7.4%	COM	126408103
DIHP	DIMENSIONAL ETF TRUST	18,596	$477K	0.4%	$25.66	—	INTL HIGH PROFIT	25434V765
DIS	DISNEY WALT CO	5,052	$456K	0.3%	$93.55	-7.9%	COM	254687106
VV	VANGUARD INDEX FDS	1,945	$424K	0.3%	$218.15	—	LARGE CAP ETF	922908637
WMT	WALMART INC	2,312	$364K	0.3%	$45.66	+13.1%	COM	931142103
MRK	MERCK & CO INC	3,222	$351K	0.3%	$96.81	0.0%	COM	58933Y105
COST	COSTCO WHSL CORP NEW	510	$337K	0.3%	$470.83	+21.8%	COM	22160K105
ADSK	AUTODESK INC	1,300	$317K	0.2%	$200.68	+7.6%	COM	052769106
DFAS	DIMENSIONAL ETF TRUST	4,854	$289K	0.2%	$51.57	—	US SMALL CAP ETF	25434V500
DLB	DOLBY LABORATORIES INC	3,355	$289K	0.2%	$65.23	+24.0%	COM CL A	25659T107
TSLA	TESLA INC	1,125	$280K	0.2%	$174.45	+36.2%	COM	88160R101
STZ	CONSTELLATION BRANDS INC	1,115	$270K	0.2%	$225.21	+1.2%	CL A	21036P108
NFLX	NETFLIX INC	553	$269K	0.2%	$36.83	+18.5%	COM	64110L106
PG	PROCTER AND GAMBLE CO	1,647	$241K	0.2%	$140.61	0.0%	COM	742718109
VGSH	VANGUARD SCOTTSDALE FDS	4,019	$234K	0.2%	$57.80	—	SHORT TERM TREAS	92206C102
DFSU	DIMENSIONAL ETF TRUST	7,519	$234K	0.2%	$31.13	—	US SUSTAINABILTY	25434V716
BSV	VANGUARD BD INDEX FDS	3,008	$232K	0.2%	$75.28	—	SHORT TRM BOND	921937827
GOOGL	ALPHABET INC	1,630	$228K	0.2%	$128.70	+3.6%	CAP STK CL A	02079K305
VOO	VANGUARD INDEX FDS	509	$222K	0.2%	$436.80	—	S&P 500 ETF SHS	922908363
UNH	UNITEDHEALTH GROUP INC	419	$221K	0.2%	$511.31	0.0%	COM	91324P102
CAT	CATERPILLAR INC	700	$207K	0.2%	$251.22	0.0%	COM	149123101
CVX	CHEVRON CORP NEW	1,353	$202K	0.2%	$152.61	-9.7%	COM	166764100
JOBY	JOBY AVIATION INC	10,314	$68,588	0.1%	$4.05	+52.0%	COMMON STOCK	G65163100