| VVANGUARD INDEX FDSVUG |
| 15.54% | 13.92% | $23.8M | 276,073 | $19.1M | 43,789 | +232,284+530.46% | Add |
| VVANGUARD FTSEVEA |
| 15.43% | 15.39% | $23.6M | 331,457 | $21.1M | 329,996 | +1,461+0.44% | Add |
| VVANGUARD INDEX FDSVTV |
| 12.9% | 12.8% | $19.7M | 90,605 | $17.6M | 89,604 | +1,001+1.12% | Add |
| VVANGUARD TOTALBNDX |
| 8.81% | 9.37% | $13.5M | 278,303 | $12.9M | 267,921 | +10,382+3.88% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 8% | 8.6% | $12.2M | 157,083 | $11.8M | 150,688 | +6,395+4.24% | Add |
| VVANGUARD FSTEVWO |
| 5.22% | 5.12% | $8.0M | 133,754 | $7.0M | 130,276 | +3,478+2.67% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 3.95% | 4.23% | $6.0M | 129,184 | $5.8M | 123,711 | +5,473+4.42% | Add |
| DDIMENSIONAL ETF TRUSTDFCF |
| 3.84% | 4.07% | $5.9M | 139,188 | $5.6M | 132,613 | +6,575+4.96% | Add |
| VVANGUARD BD INDEX FDSBLV |
| 3.78% | 3.99% | $5.8M | 83,990 | $5.5M | 79,717 | +4,273+5.36% | Add |
| DDIMENSIONAL U.S. SMALL CAP ETFDFAS |
| 3.49% | 3.25% | $5.3M | 64,953 | $4.5M | 62,759 | +2,194+3.50% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 2.87% | 2.85% | $4.4M | 11,891 | $3.9M | 12,210 | -319-2.61% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.19% | 2.04% | $3.3M | 4,874 | $2.8M | 4,695 | +179+3.81% | Add |
| IINVESCO QQQ TRVOO |
| 1.52% | 1.32% | $2.3M | 3,155 | $1.8M | 3,136 | +19+0.61% | Add |
| VVANGUARD TOTALBND |
| 1.38% | 1.56% | $2.1M | 28,707 | $2.1M | 29,074 | -367-1.26% | Reduce |
| SSPDR GOLD TRGLD |
| 1.04% | 1.37% | $1.6M | 4,332 | $1.9M | 4,387 | -55-1.25% | Reduce |
 APPLE INCAAPL |
| 0.98% | 0.86% | $1.5M | 5,164 | $1.2M | 4,664 | +500+10.72% | Add |
 TESLA INCTSLA |
| 0.98% | 0.95% | $1.5M | 3,552 | $1.3M | 3,513 | +39+1.11% | Add |
| VVANGUARD STAR FDSVXUS |
| 0.95% | 1.01% | $1.5M | 17,017 | $1.4M | 18,048 | -1,031-5.71% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.63% | 0.78% | $964,578 | 28,975 | $1.1M | 27,905 | +1,070+3.83% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.56% | 0.54% | $857,999 | 9,760 | $737,867 | 2,008 | +7,752+386.06% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 0.52% | 0.53% | $794,869 | 5,030 | $721,380 | 4,871 | +159+3.26% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.37% | 0.44% | $569,624 | 6,490 | $602,763 | 6,490 | 00.00% | Unchanged |
 MICROSOFT CORPMSFT |
| 0.34% | 0.37% | $522,634 | 1,401 | $504,783 | 1,364 | +37+2.71% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.33% | 0.35% | $503,392 | 1,006 | $482,075 | 1,006 | 00.00% | Unchanged |
 BALL CORPBALL |
| 0.32% | 0.34% | $494,933 | 7,932 | $467,325 | 7,906 | +26+0.33% | Add |
 AMAZON COM INCAMZN |
| 0.25% | 0.24% | $380,152 | 1,595 | $333,649 | 1,602 | -7-0.44% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.23% | 0.23% | $356,697 | 1,783 | $310,553 | 1,781 | +2+0.11% | Add |
| DDIMENSIONAL ETF TRUSTDFAC |
| 0.21% | 0.2% | $319,225 | 7,196 | $278,961 | 7,179 | +17+0.24% | Add |
 ALPHABET INCGOOGL |
| 0.21% | 0.18% | $318,388 | 891 | $244,069 | 849 | +42+4.95% | Add |
| CCAPITAL GRP FIXED INCM ETF TCGMU |
| 0.21% | 0.23% | $315,932 | 11,501 | $312,252 | 11,501 | 00.00% | Unchanged |
| VVANGUARD SCOTTSDALE FDSVTC |
| 0.2% | 0.22% | $307,694 | 4,006 | $307,057 | 3,997 | +9+0.23% | Add |
 ELI LILLY & COLLY |
| 0.2% | 0.17% | $305,776 | 255 | $234,451 | 255 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 0.2% | 0.2% | $302,995 | 1,193 | $273,259 | 1,118 | +75+6.71% | Add |
 HOME DEPOT INCHD |
| 0.2% | 0.2% | $300,104 | 851 | $278,999 | 848 | +3+0.35% | Add |
| IISHARES TRIVV |
| 0.2% | 0.24% | $299,556 | 400 | $324,672 | 497 | -97-19.52% | Reduce |
 TRAVELERS COSTRV |
| 0.19% | 0.2% | $293,807 | 890 | $269,221 | 923 | -33-3.58% | Reduce |
 ABBVIE INCABBV |
| 0.19% | 0.19% | $293,694 | 1,167 | $266,652 | 1,226 | -59-4.81% | Reduce |
| GGOLDMAN SACHS ETF TRGBIL |
| 0.18% | — | $278,144 | 2,777 | $0 | 0 | +2,777 | New Buy |
 EMERSON ELEC COEMR |
| 0.18% | 0.18% | $273,435 | 1,910 | $250,031 | 1,908 | +2+0.10% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.18% | 0.21% | $267,976 | 6,329 | $291,152 | 5,800 | +529+9.12% | Add |
 JPMORGAN CHASE & COJPM |
| 0.17% | 0.17% | $260,385 | 795 | $240,388 | 817 | -22-2.69% | Reduce |
 META PLATFORMS INCMETA |
| 0.17% | 0.19% | $255,770 | 454 | $259,130 | 453 | +1+0.22% | Add |
| VVANGUARD WHITEHALL FDSVYMI |
| 0.16% | 0.18% | $250,088 | 2,547 | $240,940 | 2,557 | -10-0.39% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.15% | 0.16% | $224,389 | 1,530 | $222,043 | 1,537 | -7-0.46% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.14% | — | $214,323 | 287 | $0 | 0 | +287 | New Buy |
 MCDONALDS CORPMCD |
| 0.14% | 0.18% | $212,503 | 786 | $244,310 | 786 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.14% | — | $208,613 | 3,661 | $0 | 0 | +3,661 | New Buy |
