 APPLE INCAAPL |
| 3.1% | 3.17% | $2.47B | 8.5M | $2.27B | 9.0M | -427,457-4.77% | Reduce |
| IISHARES TRIVV |
| 2.51% | 2.41% | $2.00B | 2.7M | $1.72B | 2.6M | +26,857+1.02% | Add |
 NVIDIA CORPORATIONNVDA |
| 2.16% | 2.21% | $1.72B | 8.6M | $1.58B | 9.1M | -482,363-5.31% | Reduce |
| IINVESCO QQQ TRVOO |
| 1.54% | 1.43% | $1.22B | 1.7M | $1.03B | 1.8M | -115,783-6.51% | Reduce |
| VVANGUARD FTSEVEA |
| 1.49% | 1.5% | $1.19B | 16.7M | $1.07B | 16.8M | -103,380-0.62% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.39% | 1.47% | $1.11B | 1.5M | $1.05B | 1.6M | -134,244-8.29% | Reduce |
 MICROSOFT CORPMSFT |
| 1.35% | 1.56% | $1.07B | 2.9M | $1.12B | 3.0M | -146,172-4.83% | Reduce |
 AMAZON COM INCAMZN |
| 1.24% | 1.28% | $982.6M | 4.1M | $915.4M | 4.4M | -272,659-6.20% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.14% | 1.11% | $903.5M | 1.3M | $794.7M | 1.3M | -14,397-1.08% | Reduce |
| IISHARES RUSSELLIWF |
| 1.05% | 1.02% | $833.7M | 6.7M | $733.1M | 1.7M | +5.0M+290.52% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.99% | 0.97% | $787.9M | 9.1M | $692.4M | 1.6M | +7.6M+476.99% | Add |
 ALPHABET INCGOOGL |
| 0.92% | 0.86% | $732.2M | 2.0M | $618.9M | 2.2M | -103,261-4.80% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.89% | 0.88% | $710.6M | 1.9M | $631.7M | 2.0M | -48,715-2.47% | Reduce |
| CCAPITAL GROUP DIVIDEND VALUECCBG |
| 0.85% | 0.8% | $673.6M | 13.7M | $572.9M | 13.5M | +199,910+1.48% | Add |
| CCAPITAL GROUP GROWTH ETFCGGR |
| 0.83% | 0.76% | $658.4M | 13.9M | $544.7M | 13.6M | +396,101+2.92% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.75% | 0.72% | $593.4M | 2.7M | $517.4M | 2.6M | +85,903+3.26% | Add |
| IISHARES TRDGRO |
| 0.69% | 0.71% | $548.4M | 7.2M | $507.1M | 7.2M | +10,411+0.14% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.69% | 0.71% | $544.8M | 2.3M | $510.6M | 2.4M | -71,526-3.01% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.67% | 0.74% | $535.5M | 1.1M | $530.4M | 1.1M | -36,858-3.33% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.66% | 0.63% | $524.1M | 1.5M | $451.6M | 1.6M | -91,006-5.78% | Reduce |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 0.58% | 0.54% | $459.5M | 5.7M | $383.2M | 5.6M | +57,008+1.02% | Add |
 JPMORGAN CHASE & COJPM |
| 0.55% | 0.58% | $438.2M | 1.3M | $415.4M | 1.4M | -73,360-5.20% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.54% | 0.39% | $430.9M | 1.4M | $279.3M | 1.2M | +247,004+21.01% | Add |
| IISHARES TRIVW |
| 0.53% | 0.48% | $424.3M | 3.1M | $343.5M | 3.0M | +47,626+1.57% | Add |
 ELI LILLY & COLLY |
| 0.52% | 0.39% | $413.6M | 344,848 | $279.0M | 303,295 | +41,553+13.70% | Add |
| PPUTNAM ETF TRUSTPVAL |
| 0.51% | 0.43% | $406.4M | 8.0M | $309.1M | 6.7M | +1.3M+19.73% | Add |
| IISHARES TRIWD |
| 0.49% | 0.48% | $388.2M | 1.6M | $343.2M | 1.6M | -4,760-0.30% | Reduce |
| DDIMENSIONAL ETF TRUSTDFAC |
| 0.47% | 0.45% | $371.2M | 8.4M | $324.0M | 8.3M | +31,296+0.38% | Add |
| IISHARES COREIJR |
| 0.46% | 0.47% | $367.0M | 2.5M | $335.6M | 2.7M | -225,092-8.34% | Reduce |
 BROADCOM INCAVGO |
| 0.46% | 0.43% | $363.3M | 961,801 | $304.8M | 984,767 | -22,966-2.33% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.45% | 0.5% | $358.2M | 2.3M | $354.4M | 2.4M | -126,120-5.27% | Reduce |
| VVANGUARD FSTEVWO |
| 0.44% | 0.46% | $352.7M | 5.9M | $329.4M | 6.1M | -184,553-3.03% | Reduce |
 FT VEST LADDERED BUFFER ETFFIBK |
| 0.44% | 0.47% | $346.2M | 9.5M | $334.7M | 9.9M | -432,074-4.36% | Reduce |
| BBLACKROCK ETF TRUSTDYNF |
| 0.42% | 0.38% | $334.1M | 4.9M | $272.4M | 4.7M | +229,997+4.91% | Add |
| IISHARES COREIJH |
| 0.42% | 0.46% | $332.6M | 4.3M | $328.0M | 4.9M | -544,463-11.21% | Reduce |
 TESLA INCTSLA |
| 0.42% | 0.43% | $331.3M | 787,760 | $310.3M | 834,627 | -46,867-5.62% | Reduce |
 CATERPILLAR INCCAT |
| 0.41% | 0.33% | $330.0M | 309,841 | $233.7M | 329,837 | -19,996-6.06% | Reduce |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 0.41% | 0.4% | $324.8M | 2.2M | $288.7M | 2.3M | -35,267-1.56% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.4% | 0.5% | $319.5M | 341,591 | $355.6M | 356,884 | -15,293-4.29% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.4% | 0.44% | $317.3M | 1.2M | $312.0M | 1.3M | -27,074-2.12% | Reduce |
| VVANGUARD MIDVO |
| 0.4% | 0.4% | $316.6M | 3.9M | $288.8M | 1.0M | +2.9M+290.69% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.39% | 0.13% | $313.8M | 271,845 | $92.7M | 274,368 | -2,523-0.92% | Reduce |
| IISHARES TRIWS |
| 0.39% | 0.38% | $307.5M | 1.9M | $271.8M | 1.9M | +2,768+0.15% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 0.39% | 0.31% | $307.1M | 1.6M | $224.9M | 1.7M | -80,541-4.76% | Reduce |
| SSCHWAB STRATEGIC TRSCHD |
| 0.38% | 0.4% | $304.6M | 9.6M | $289.8M | 9.4M | +162,613+1.72% | Add |
| IISHARES TRGVI |
| 0.38% | 0.42% | $302.2M | 2.8M | $299.7M | 2.8M | -15,270-0.54% | Reduce |
| SSPDR GOLD TRGLD |
| 0.38% | 0.51% | $302.2M | 820,221 | $366.4M | 851,517 | -31,296-3.68% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 0.37% | 0.37% | $297.1M | 5.9M | $261.4M | 5.7M | +169,069+2.95% | Add |
 META PLATFORMS INCMETA |
| 0.36% | 0.43% | $288.9M | 512,963 | $306.0M | 534,816 | -21,853-4.09% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.36% | 0.36% | $288.2M | 950,658 | $256.9M | 980,879 | -30,221-3.08% | Reduce |
