V VANGUARD FTSE VEA
14.86% 16.31% $27.3M 383,239 $24.1M 375,705 +7,534 +2.01% Add MICROSOFT CORP MSFT
6.28% 5.89% $11.5M 30,925 $8.7M 23,492 +7,433 +31.64% Add I ISHARES INC IEMG
5.37% 5.65% $9.9M 119,188 $8.3M 119,630 -442 -0.37% Reduce I ISHARES RUSSELL IWF
5.3% 5.87% $9.7M 78,413 $8.7M 20,315 +58,098 +285.99% Add V VANGUARD MUN BD FDS VTEB
4.59% 4.97% $8.4M 166,939 $7.3M 147,051 +19,888 +13.52% Add I ISHARES TR IWD
4.58% 5.29% $8.4M 34,695 $7.8M 36,565 -1,870 -5.11% Reduce AMAZON COM INC AMZN
4.46% 4.84% $8.2M 34,362 $7.1M 34,294 +68 +0.20% Add G GENERAL DYNAMICS CORP GD
4% 4.02% $7.3M 19,842 $5.9M 18,516 +1,326 +7.16% Add APPLE INC AAPL
3.61% 3.58% $6.6M 22,956 $5.3M 20,803 +2,153 +10.35% Add V VANGUARD MALVERN FDS VTIP
3.09% 3.05% $5.7M 113,207 $4.5M 90,101 +23,106 +25.64% Add V VANGUARD INDEX FDS VTV
2.96% 3.11% $5.4M 24,971 $4.6M 23,417 +1,554 +6.64% Add V VANGUARD FSTE VWO
2.77% 2.89% $5.1M 85,133 $4.3M 79,042 +6,091 +7.71% Add I ISHARES TR AGG
2.75% 3.09% $5.1M 51,148 $4.6M 45,908 +5,240 +11.41% Add I ISHARES MSCI EAFE ETF EFA
2.64% 2.57% $4.8M 46,675 $3.8M 39,084 +7,591 +19.42% Add I ISHARES RUSSELL IWB
2.32% 2.51% $4.3M 10,400 $3.7M 10,400 0 0.00% Unchanged A Alphabet Inc Class C GOOG
2.09% 0.35% $3.8M 10,856 $520,077 1,813 +9,043 +498.79% Add I ISHARES TR LQD
2.08% 2.08% $3.8M 35,070 $3.1M 28,146 +6,924 +24.60% Add V VANGUARD INDEX FDS VBK
1.94% 2.12% $3.6M 9,773 $3.1M 10,341 -568 -5.49% Reduce V VANGUARD INDEX FDS VUG
1.89% 1.89% $3.5M 40,337 $2.8M 6,373 +33,964 +532.94% Add V VANGUARD MORNINGSTAR MID-CAP VALUE ETF VOE
1.69% 2.02% $3.1M 15,718 $3.0M 16,200 -482 -2.98% Reduce ALPHABET INC GOOGL
1.69% 0.9% $3.1M 8,687 $1.3M 4,602 +4,085 +88.77% Add NVIDIA CORPORATION NVDA
1.57% 1.57% $2.9M 14,389 $2.3M 13,272 +1,117 +8.42% Add META PLATFORMS INC META
1.28% 0.44% $2.4M 4,177 $646,507 1,130 +3,047 +269.65% Add S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
1.27% 1.61% $2.3M 100,681 $2.4M 102,461 -1,780 -1.74% Reduce I ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF IAGG
1.12% 1.23% $2.1M 40,769 $1.8M 36,410 +4,359 +11.97% Add S SCHWAB U.S. BROAD MARKET ETF SCHB
0.98% 0.98% $1.8M 62,229 $1.4M 57,455 +4,774 +8.31% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.88% 0.6% $1.6M 3,245 $882,207 1,841 +1,404 +76.26% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.81% 0.97% $1.5M 2 $1.4M 2 0 0.00% Unchanged V VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES VOOV
0.78% 1% $1.4M 6,538 $1.5M 7,248 -710 -9.80% Reduce V VANGUARD SCOTTSDALE FDS VCIT
0.7% 0.89% $1.3M 15,637 $1.3M 15,828 -191 -1.21% Reduce V VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES VOOG
0.61% 0.6% $1.1M 13,516 $884,687 2,170 +11,346 +522.86% Add I ISHARES TR MUB
0.59% 0.91% $1.1M 10,158 $1.3M 12,625 -2,467 -19.54% Reduce V VANGUARD STAR FDS VXUS
0.57% 0.64% $1.0M 12,282 $947,065 12,282 0 0.00% Unchanged BROADCOM INC AVGO
0.48% 0.43% $876,217 2,320 $636,488 2,056 +264 +12.84% Add TESLA INC TSLA
0.45% 0.33% $826,058 1,964 $481,788 1,296 +668 +51.54% Add V VANGUARD INDEX FDS VOO
0.43% 0.47% $792,842 1,154 $692,770 1,159 -5 -0.43% Reduce I ISHARES TR IWS
0.38% 0.4% $701,363 4,261 $595,348 4,085 +176 +4.31% Add ELI LILLY & CO LLY
0.35% 0.21% $650,294 542 $315,602 343 +199 +58.02% Add APPLIED MATLS INC AMAT
0.33% — $603,705 835 $0 0 +835 New Buy TAIWAN SEMICONDUCTOR MANUFAC TSM
0.32% 0.27% $593,142 1,242 $391,346 1,158 +84 +7.25% Add I ISHARES TR IEFA
0.3% — $546,546 5,659 $0 0 +5,659 New Buy NETFLIX INC NFLX
0.28% 0.45% $512,509 7,178 $669,685 6,965 +213 +3.06% Add BOOKING HOLDINGS INC COM BKNG
0.27% 0.32% $501,924 2,816 $467,346 111 +2,705 +2,436.94% Add V VANGUARD MID VO
0.26% 0.21% $475,041 5,896 $312,739 1,089 +4,807 +441.41% Add V VANGUARD TOTAL BND
0.26% 0.31% $471,178 6,418 $462,903 6,286 +132 +2.10% Add MICRON TECHNOLOGY INC MU
0.23% — $425,933 369 $0 0 +369 New Buy JPMORGAN CHASE & CO JPM
0.22% 0.21% $402,558 1,230 $314,922 1,071 +159 +14.85% Add COSTCO WHOLESALE CORPORATION COST
0.21% 0.26% $393,674 421 $391,105 393 +28 +7.12% Add WALMART INC WMT
0.2% — $361,688 3,193 $0 0 +3,193 New Buy EXXON MOBIL CORP XOM
0.2% 0.25% $358,890 2,625 $367,823 2,168 +457 +21.08% Add 
