| SSCHWAB USSCHX |
| 5.53% | 4.51% | $5.07B | 172.2M | $3.72B | 145.1M | +27.2M+18.72% | Add |
| IISHARES TRIVV |
| 5.38% | 4.61% | $4.93B | 6.6M | $3.80B | 5.8M | +761,480+13.08% | Add |
| IISHARES TRAGG |
| 4.27% | 5.13% | $3.91B | 39.5M | $4.22B | 42.5M | -3.1M-7.22% | Reduce |
| IISHARES TRIEFA |
| 3.8% | 3.92% | $3.48B | 36.0M | $3.23B | 35.7M | +324,503+0.91% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.43% | 3.29% | $3.14B | 4.2M | $2.71B | 4.2M | +37,712+0.90% | Add |
APPLE INCAAPL |
| 3.18% | 3.12% | $2.91B | 10.1M | $2.57B | 10.1M | -69,822-0.69% | Reduce |
| IISHARES INCIEMG |
| 2.63% | 2.5% | $2.41B | 29.1M | $2.06B | 29.5M | -441,382-1.49% | Reduce |
ALPHABET INCGOOGL |
| 2.33% | 2.08% | $2.14B | 6.0M | $1.71B | 6.0M | +25,688+0.43% | Add |
MICROSOFT CORPMSFT |
| 2.25% | 2.45% | $2.06B | 5.5M | $2.02B | 5.5M | +68,426+1.25% | Add |
| VVANGUARD MIDVO |
| 2.01% | 1.89% | $1.84B | 22.8M | $1.56B | 5.4M | +17.4M+321.95% | Add |
NVIDIA CORPORATIONNVDA |
| 1.8% | 1.71% | $1.65B | 8.2M | $1.41B | 8.1M | +175,045+2.17% | Add |
ELI LILLY & COLLY |
| 1.77% | 1.52% | $1.62B | 1.4M | $1.25B | 1.4M | -2,887-0.21% | Reduce |
AMAZON COM INCAMZN |
| 1.56% | 1.49% | $1.43B | 6.0M | $1.23B | 5.9M | +101,467+1.72% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.54% | 1.52% | $1.41B | 12.8M | $1.26B | 12.9M | -140,495-1.09% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.25% | 1.26% | $1.14B | 3.5M | $1.04B | 3.5M | -32,837-0.93% | Reduce |
| IISHARES TRIXUS |
| 1.21% | 1.02% | $1.11B | 11.7M | $843.9M | 9.8M | +1.9M+19.40% | Add |
| IISHARES TREFV |
| 1.18% | 1.26% | $1.08B | 14.1M | $1.04B | 14.0M | +163,954+1.17% | Add |
| IINVESCO QQQ TRVOO |
| 1.04% | 0.93% | $953.8M | 1.3M | $765.1M | 1.3M | -30,451-2.30% | Reduce |
MICRON TECHNOLOGY INCMU |
| 0.97% | 0.35% | $887.5M | 768,857 | $289.2M | 856,148 | -87,291-10.20% | Reduce |
| SSCHWAB U.S. REIT ETFSCHH |
| 0.89% | 0.88% | $813.1M | 34.3M | $723.7M | 33.7M | +657,466+1.95% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.82% | 0.8% | $752.1M | 2.0M | $655.7M | 2.1M | -82,411-3.90% | Reduce |
| VVANGUARD FTSEVEA |
| 0.81% | 0.93% | $741.8M | 10.4M | $769.4M | 11.5M | -1.1M-9.70% | Reduce |
| IISHARES MSCI EAFE ETFEFA |
| 0.8% | 0.84% | $736.7M | 7.1M | $692.8M | 7.1M | -40,930-0.57% | Reduce |
| VVANGUARD SCOTTSDALE FDSVTWO |
| 0.78% | 0.7% | $716.0M | 5.9M | $576.8M | 5.8M | +138,459+2.40% | Add |
| IISHARES COREIJR |
| 0.77% | 0.73% | $702.6M | 4.7M | $604.3M | 4.9M | -123,544-2.54% | Reduce |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.74% | 0.73% | $677.9M | 963,812 | $598.2M | 969,958 | -6,146-0.63% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.71% | 0.64% | $646.7M | 1.8M | $527.3M | 1.8M | -7,929-0.43% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.7% | 0.75% | $644.8M | 861 | $618.3M | 861 | 00.00% | Unchanged |
ADVANCED MICRO DEVICES INCAMD |
| 0.7% | 0.28% | $643.1M | 1.1M | $228.4M | 1.1M | -15,819-1.41% | Reduce |
| IISHARES RUSSELLIWM |
| 0.7% | 1.04% | $639.7M | 2.1M | $859.5M | 3.5M | -1.3M-38.56% | Reduce |
JOHNSON & JOHNSONJNJ |
| 0.69% | 0.74% | $635.0M | 2.5M | $609.2M | 2.5M | +8,084+0.32% | Add |
WALMART INCWMT |
| 0.68% | 0.83% | $624.9M | 5.5M | $681.3M | 5.5M | +35,141+0.64% | Add |
META PLATFORMS INCMETA |
| 0.68% | 0.72% | $622.6M | 1.1M | $597.3M | 1.0M | +61,395+5.88% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.64% | 0.68% | $585.7M | 1.2M | $560.4M | 1.2M | +1,145+0.10% | Add |
ABBVIE INCABBV |
| 0.63% | 0.61% | $577.6M | 2.3M | $506.5M | 2.3M | -33,543-1.44% | Reduce |
| IISHARES TRGVI |
| 0.63% | 0.67% | $576.1M | 5.4M | $555.4M | 5.2M | +120,706+2.31% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.56% | 0.44% | $511.0M | 2.7M | $366.0M | 2.8M | -71,565-2.60% | Reduce |
CATERPILLAR INCCAT |
| 0.55% | 0.41% | $504.7M | 473,894 | $339.7M | 479,485 | -5,591-1.17% | Reduce |
BROADCOM INCAVGO |
| 0.54% | 0.47% | $492.9M | 1.3M | $388.7M | 1.3M | +48,982+3.90% | Add |
| VVANGUARD INDEX FDSVNQ |
| 0.53% | 0.6% | $485.1M | 5.0M | $493.2M | 5.5M | -490,866-8.89% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.52% | 0.62% | $479.2M | 512,209 | $510.7M | 512,520 | -311-0.06% | Reduce |
| IISHARES RUSSELLIWF |
| 0.52% | 0.49% | $476.0M | 3.8M | $407.7M | 956,059 | +2.9M+301.00% | Add |
PROCTER & GAMBLE COPG |
| 0.52% | 0.59% | $475.5M | 3.2M | $486.7M | 3.4M | -126,862-3.76% | Reduce |
PALO ALTOPANW |
| 0.51% | 0.27% | $468.7M | 1.4M | $220.1M | 1.4M | +1,150+0.08% | Add |
HOME DEPOT INCHD |
| 0.49% | 0.53% | $447.7M | 1.3M | $435.5M | 1.3M | -54,779-4.14% | Reduce |
EXXON MOBIL CORPXOM |
| 0.49% | 0.68% | $446.3M | 3.3M | $561.8M | 3.3M | -47,171-1.42% | Reduce |
MASTERCARD INCORPORATEDMA |
| 0.48% | 0.52% | $440.0M | 856,617 | $429.4M | 859,438 | -2,821-0.33% | Reduce |
PACCAR INCPCAR |
| 0.47% | 0.51% | $433.3M | 3.6M | $416.1M | 3.6M | +4,332+0.12% | Add |
CISCO SYS INCCSCO |
| 0.47% | 0.35% | $430.6M | 3.7M | $287.7M | 3.7M | -42,152-1.14% | Reduce |
UNITEDHEALTH GROUP INCUNH |
| 0.46% | 0.33% | $424.6M | 1.0M | $273.9M | 1.0M | +9,426+0.93% | Add |