| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $247.1M | 3.86M | 5.9% | REDUCED | -60,148 |
| 2 | COMCAST CORP NEW CL A | $228.0M | 7.94M | 5.4% | ADDED | +7.94M |
| 3 | APPLE INC COM | $108.1M | 426.1K | 2.6% | REDUCED | -7,742 |
| 4 | ISHARES TR CORE S&P500 ETF | $91.6M | 140.3K | 2.2% | ADDED | +2.1K |
| 5 | ISHARES TR RUS TP200 GR ETF | $87.4M | 351.3K | 2.1% | REDUCED | -1,856 |
| 6 | APPLE INC COM | $84.6M | 333.2K | 2.0% | REDUCED | -100,578 |
| 7 | MICROSOFT CORP COM | $75.4M | 203.8K | 1.8% | REDUCED | -3,957 |
| 8 | ISHARES TR EAFE SML CP ETF | $65.7M | 837.8K | 1.6% | REDUCED | -14,604 |
| 9 | ALPHABET INC CAP STK CL C | $58.9M | 205.4K | 1.4% | REDUCED | -5,776 |
| 10 | ISHARES TR MSCI USA QLT FCT | $57.4M | 299.1K | 1.4% | REDUCED | -87,623 |
| 11 | JOHNSON & JOHNSON COM | $55.9M | 228.8K | 1.3% | ADDED | +102.8K |
| 12 | BERKSHIRE HATHAWAY INC DEL CL A | $54.6M | 76 | 1.3% | ADDED | +2 |
| 13 | ISHARES TR MSCI EAFE ETF | $53.0M | 545.4K | 1.3% | ADDED | +63.1K |
| 14 | ISHARES TR RUS 1000 GRW ETF | $51.9M | 121.7K | 1.2% | ADDED | +21.7K |
| 15 | JPMORGAN CHASE & CO COM | $51.0M | 173.2K | 1.2% | REDUCED | -2,559 |
| 16 | VANGUARD INDEX FDS TOTAL STK MKT | $49.3M | 153.6K | 1.2% | REDUCED | -5,292 |
| 17 | ISHARES TR RUS TP200 VL ETF | $45.3M | 489.2K | 1.1% | REDUCED | -803 |
| 18 | ISHARES TR MSCI EMG MKT ETF | $43.8M | 771.4K | 1.0% | ADDED | +12.8K |
| 19 | PROCTER & GAMBLE CO COM | $38.6M | 267.4K | 0.9% | ADDED | +201.6K |
| 20 | SCHWAB STRATEGIC TR US LRG CAP ETF | $38.5M | 1.50M | 0.9% | REDUCED | -36,470 |
| 21 | STATE STR SPDR S&P 500 ETF T TR UNIT | $38.3M | 58.8K | 0.9% | ADDED | +1.7K |
| 22 | CORNING INC COM | $38.2M | 281.1K | 0.9% | REDUCED | -7,707 |
| 23 | ISHARES TR S&P MC 400VL ETF | $35.5M | 267.8K | 0.8% | REDUCED | -12,626 |
| 24 | ISHARES TR S&P MC 400GR ETF | $35.1M | 348.9K | 0.8% | REDUCED | -31,139 |
| 25 | ISHARES TR RUS 1000 VAL ETF | $32.1M | 150.2K | 0.8% | ADDED | +46.2K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 30, 2026