S SCHWAB US SCHX
11.38% 11.09% $12.6M 427,141 $10.8M 421,792 +5,349 +1.27% Add S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
10.96% 11.11% $12.1M 523,539 $10.8M 466,685 +56,854 +12.18% Add I ISHARES CORE 1-5 YEAR USD BOND ETF ISTB
10.83% 11.16% $12.0M 248,050 $10.9M 224,625 +23,425 +10.43% Add S SCHWAB STRATEGIC TR FNDF
5.53% 6.08% $6.1M 115,801 $5.9M 121,167 -5,366 -4.43% Reduce A AVANTIS U S AVUV
4.42% 4.51% $4.9M 39,110 $4.4M 39,820 -710 -1.78% Reduce A AMERICAN CENTY ETF TR AVLV
4.23% 4.27% $4.7M 51,252 $4.2M 51,720 -468 -0.90% Reduce J J P MORGAN EXCHANGE TRADED F JQUA
4.12% 3.69% $4.5M 62,901 $3.6M 58,755 +4,146 +7.06% Add S SCHWAB STRATEGIC TR SCHF
3.46% 3.52% $3.8M 138,002 $3.4M 138,588 -586 -0.42% Reduce V VANGUARD INDEX FDS VBK
2.58% 2.4% $2.8M 7,778 $2.3M 7,758 +20 +0.26% Add V VANGUARD SPECIALIZED FUNDS VIG
2.27% 2.29% $2.5M 10,602 $2.2M 10,374 +228 +2.20% Add V VANGUARD INDEX FDS VUG
2.22% 2.09% $2.4M 28,423 $2.0M 4,666 +23,757 +509.15% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
2.09% 2.19% $2.3M 68,197 $2.1M 73,195 -4,998 -6.83% Reduce D DIMENSIONAL ETF TRUST DFEM
1.84% 1.83% $2.0M 49,952 $1.8M 51,598 -1,646 -3.19% Reduce D DIMENSIONAL ETF TRUST DFIS
1.64% 1.79% $1.8M 51,835 $1.7M 51,750 +85 +0.16% Add S SCHWAB U.S. LARGE-CAP VALUE ETF SCHV
1.5% 1.53% $1.7M 47,753 $1.5M 49,082 -1,329 -2.71% Reduce F FIDELITY MERRIMACK STR TR FBND
1.46% 1.63% $1.6M 35,392 $1.6M 34,744 +648 +1.87% Add V VANGUARD TOTAL BND
1.39% 1.63% $1.5M 20,870 $1.6M 21,612 -742 -3.43% Reduce S SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF FNDX
1.25% 1.3% $1.4M 44,248 $1.3M 45,676 -1,428 -3.13% Reduce D DIMENSIONAL US REAL ESTATE ETF DFAR
1.14% 1.14% $1.3M 47,965 $1.1M 47,011 +954 +2.03% Add V VANGUARD INDEX FDS VTV
1.07% 1.09% $1.2M 5,409 $1.1M 5,396 +13 +0.24% Add V VANGUARD SCOTTSDALE FDS VCIT
1.03% 1.04% $1.1M 13,780 $1.0M 12,312 +1,468 +11.92% Add V VANGUARD SMALL VBR
1.02% 1.1% $1.1M 4,619 $1.1M 4,926 -307 -6.23% Reduce D DIMENSIONAL ETF TRUST DISV
0.96% 1.07% $1.1M 26,405 $1.0M 26,516 -111 -0.42% Reduce V VANGUARD SCOTTSDALE FDS VCSH
0.94% 1% $1.0M 13,077 $977,285 12,329 +748 +6.07% Add V VANGUARD INDEX FDS VB
0.92% 0.92% $1.0M 3,359 $900,528 3,438 -79 -2.30% Reduce V VANGUARD INSTL INDEX FD VBIL
0.89% 0.38% $984,748 13,012 $366,449 4,844 +8,168 +168.62% Add I ISHARES TR ISHARES SEMICDTR SOXX
0.88% 0.5% $967,382 1,510 $486,867 1,481 +29 +1.96% Add S SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF SCHC
0.82% 0.92% $900,814 18,551 $901,438 19,444 -893 -4.59% Reduce V VANGUARD INDEX FDS VOO
0.8% 0.79% $882,551 1,285 $774,425 1,296 -11 -0.85% Reduce GRAYSCALE BITCOIN TRUST ETF GBTC
0.73% 0.96% $808,481 17,761 $937,070 17,761 0 0.00% Unchanged I INVESCO QQQ TR QQQ
0.72% 0.49% $798,480 1,084 $474,867 823 +261 +31.71% Add I ISHARES TR IXUS
0.71% 0.7% $788,047 8,257 $682,648 7,879 +378 +4.80% Add F FIDELITY VALUE FACTOR ETF FVAL
0.69% 0.66% $757,194 9,716 $645,716 9,304 +412 +4.43% Add J JPMORGAN CORE PLUS BOND ETF JCPB
0.68% 0.76% $749,390 15,965 $742,276 15,766 +199 +1.26% Add V VANGUARD BD INDEX FDS BSV
0.65% 0.72% $723,472 9,286 $706,317 9,008 +278 +3.09% Add V VANGUARD INDEX FDS VV
0.61% 0.58% $674,421 1,961 $569,382 1,905 +56 +2.94% Add S STATE STR SPDR S&P 500 ETF T SPY
0.59% 0.52% $654,297 876 $504,664 776 +100 +12.89% Add ALPHABET INC GOOGL
0.58% 0.48% $640,721 1,793 $463,932 1,613 +180 +11.16% Add I ISHARES RUSSELL MIDCAP ETF IWR
0.57% 0.55% $632,336 5,732 $540,883 5,563 +169 +3.04% Add V VANGUARD WHITEHALL FDS VIGI
0.57% 0.6% $624,642 6,689 $584,744 6,610 +79 +1.20% Add V VANGUARD INTL EQUITY INDEX F VT
0.52% 0.51% $579,213 3,690 $500,340 3,617 +73 +2.02% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
0.51% 0.58% $561,648 13,616 $565,727 14,521 -905 -6.23% Reduce I IONQ INC IONQ
0.48% 0.3% $532,600 10,000 $288,300 10,000 0 0.00% Unchanged I ISHARES TR DGRO
0.46% 0.47% $508,419 6,708 $453,655 6,464 +244 +3.77% Add D DIMENSIONAL ETF TRUST DFAC
0.39% 0.39% $431,833 9,735 $378,292 9,735 0 0.00% Unchanged APPLE INC AAPL
0.38% 0.37% $423,727 1,464 $362,501 1,428 +36 +2.52% Add S SSGA ACTIVE ETF TR WIP
0.38% 0.44% $415,185 10,519 $427,932 10,771 -252 -2.34% Reduce S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF SCHC
0.35% 0.39% $384,116 7,982 $383,148 8,197 -215 -2.62% Reduce J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.34% 0.37% $372,701 7,370 $364,898 7,210 +160 +2.22% Add ELI LILLY & CO LLY
0.33% 0.28% $359,829 300 $275,931 300 0 0.00% Unchanged 
