25 LLC
70 holdingsFiling period: 2026-03-31Current AUM: $351.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VXUS | VANGUARD STAR FDS | 712.5K | $54.9M | $60.3M | 17.15% | +25.1K | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 374.8K | $31.0M | $30.5M | 8.66% | +19.0K | 2026-03-31 |
| 3 | VBR | VANGUARD INDEX FDS | 131.4K | $28.5M | $32.1M | 9.14% | -1,326 | 2026-03-31 |
| 4 | VTV | VANGUARD INDEX FDS | 138.7K | $27.2M | $30.5M | 8.68% | +2.3K | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 59.4K | $26.0M | $30.4M | 8.64% | +4.9K | 2026-03-31 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 429.9K | $25.6M | $25.1M | 7.13% | +48.4K | 2026-03-31 |
| 7 | DIHP | DIMENSIONAL ETF TRUST | 443.3K | $14.3M | $15.3M | 4.35% | +23.2K | 2026-03-31 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 372.1K | $13.7M | $15.3M | 4.36% | +23.3K | 2026-03-31 |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | 75.3K | $11.0M | $11.3M | 3.22% | -1,390 | 2026-03-31 |
| 10 | VB | VANGUARD INDEX FDS | 41.1K | $10.8M | $12.1M | 3.45% | +820 | 2026-03-31 |
| 11 | DFNM | DIMENSIONAL ETF TRUST | 208.1K | $10.0M | $9.9M | 2.82% | +5.5K | 2026-03-31 |
| 12 | MUB | ISHARES TR | 76.9K | $8.2M | $8.1M | 2.31% | +6.2K | 2026-03-31 |
| 13 | VTEB | VANGUARD MUN BD FDS | 162.4K | $8.1M | $8.1M | 2.29% | +17.8K | 2026-03-31 |
| 14 | DISV | DIMENSIONAL ETF TRUST | 194.1K | $7.7M | $8.2M | 2.34% | +10.3K | 2026-03-31 |
| 15 | AAPL | APPLE INC | 19.0K | $4.8M | $5.9M | 1.67% | +1.1K | 2026-03-31 |
| 16 | VOO | VANGUARD INDEX FDS | 6.5K | $3.9M | $4.5M | 1.28% | -479 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 11.2K | $3.2M | $4.0M | 1.13% | +6 | 2026-03-31 |
| 18 | DFAC | DIMENSIONAL ETF TRUST | 80.5K | $3.1M | $3.6M | 1.02% | +788 | 2026-03-31 |
| 19 | DFUV | DIMENSIONAL ETF TRUST | 46.4K | $2.2M | $2.6M | 0.73% | +96 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 11.9K | $2.1M | $2.4M | 0.68% | +2.1K | 2026-03-31 |
| 21 | DFAT | DIMENSIONAL ETF TRUST | 25.7K | $1.6M | $1.8M | 0.52% | +70 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 7.4K | $1.5M | $2.0M | 0.57% | +570 | 2026-03-31 |
| 23 | DFIV | DIMENSIONAL ETF TRUST | 28.2K | $1.5M | $1.6M | 0.46% | +27 | 2026-03-31 |
| 24 | DFIC | DIMENSIONAL ETF TRUST | 41.4K | $1.5M | $1.6M | 0.45% | +514 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.6M | 0.47% | +331 | 2026-03-31 |
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