Geometric Wealth Advisors

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
INTERNATIONAL BUSINESS MACHINES CORP	—	$976.0K	3,295	0.1%
VANGUARD INDEX FDS	—	$989.8K	3,837	0.1%
VANGUARD CALIF TAX FREE FDS	—	$1.07M	10,643	0.1%
Eaton Corp plc	—	$1.09M	3,419	0.1%
Alphabet Inc.	—	$1.10M	3,495	0.1%
SCHWAB STRATEGIC TR	—	$1.12M	46,484	0.1%
SELECT SECTOR SPDR TR	—	$1.15M	7,976	0.1%
DIMENSIONAL ETF TRUST	—	$1.17M	33,948	0.2%
DIMENSIONAL ETF TRUST	—	$1.23M	25,577	0.2%
VANGUARD SCOTTSDALE FDS	—	$1.23M	17,948	0.2%
VANGUARD TAX-MANAGED FDS	—	$1.25M	20,009	0.2%
VANGUARD INDEX FDS	—	$1.32M	6,934	0.2%
ISHARES INC	—	$1.46M	21,737	0.2%
INVESCO QQQ TR	—	$1.49M	2,424	0.2%
VANGUARD INDEX FDS	—	$1.79M	2,860	0.2%
ISHARES TR	—	$1.82M	2,654	0.2%
MICROSOFT CORP	—	$2.01M	4,157	0.3%
SCHWAB STRATEGIC TR	—	$2.37M	90,371	0.3%
Amazon.com Inc	—	$2.69M	11,633	0.3%
VANGUARD INDEX FDS	—	$3.00M	6,149	0.4%
SPDR S&P 500 ETF TR	—	$3.08M	4,517	0.4%
VANGUARD INDEX FDS	—	$4.13M	12,308	0.5%
Apple Inc.	—	$4.55M	16,739	0.6%
CARVANA CO.	—	$4.64M	11,004	0.6%
DIMENSIONAL ETF TRUST	—	$11.19M	423,511	1.4%
DIMENSIONAL ETF TRUST	—	$21.85M	525,921	2.8%
AMERICAN CENTY ETF TR	—	$43.17M	386,244	5.6%
AMERICAN CENTY ETF TR	—	$50.32M	684,435	6.5%
DIMENSIONAL ETF TRUST	—	$240.51M	7,348,368	30.9%
DIMENSIONAL ETF TRUST	—	$339.32M	8,570,969	43.6%