D DIMENSIONAL U.S. EQUITY MARKET ETF DFUS
11.52% 11.82% $39.4M 480,458 $33.2M 467,866 +12,592 +2.69% Add S SPDR SERIES TRUST SPTM
10.44% 10.03% $35.7M 392,903 $28.1M 356,002 +36,901 +10.37% Add S SCHWAB STRATEGIC TR SCHF
6.31% 6.41% $21.6M 778,325 $18.0M 726,820 +51,505 +7.09% Add V VANGUARD INDEX FDS VOO
6.28% 6.65% $21.5M 31,265 $18.7M 31,213 +52 +0.17% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
5.55% 6.02% $19.0M 459,493 $16.9M 434,029 +25,464 +5.87% Add A AMERICAN CENTY ETF TR AVUS
3.97% 3.14% $13.6M 105,872 $8.8M 79,341 +26,531 +33.44% Add J JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF HELO
3.44% 3.8% $11.8M 173,970 $10.7M 166,834 +7,136 +4.28% Add I INVESCO S&P SPHQ
3.41% 3.48% $11.7M 129,537 $9.8M 129,997 -460 -0.35% Reduce V VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES VONE
2.93% 3.07% $10.0M 29,573 $8.6M 29,185 +388 +1.33% Add S SSGA ACTIVE TR ALLW
2.55% — $8.7M 297,715 $0 0 +297,715 New Buy AVANTIS INTL AVDE
2.02% 1.85% $6.9M 77,549 $5.2M 61,300 +16,249 +26.51% Add APPLE INC AAPL
1.84% 1.93% $6.3M 21,772 $5.4M 21,329 +443 +2.08% Add I ISHARES RUSSELL IWB
1.8% 1.88% $6.2M 15,038 $5.3M 14,781 +257 +1.74% Add V VANGUARD INDEX FDS VTV
1.58% 1.75% $5.4M 24,736 $4.9M 25,052 -316 -1.26% Reduce NVIDIA CORPORATION NVDA
1.36% 1.41% $4.6M 23,223 $3.9M 22,623 +600 +2.65% Add V VANGUARD INDEX FDS VB
1.24% 1.31% $4.3M 14,026 $3.7M 13,998 +28 +0.20% Add I ISHARES TR ITOT
1.06% 1.12% $3.6M 22,137 $3.1M 22,081 +56 +0.25% Add I INVESCO QQQ TR QQQ
1.03% 0.97% $3.5M 4,767 $2.7M 4,696 +71 +1.51% Add I ISHARES TR IEFA
0.92% 1.02% $3.1M 32,572 $2.9M 31,679 +893 +2.82% Add AMAZON COM INC AMZN
0.89% 0.92% $3.1M 12,820 $2.6M 12,343 +477 +3.86% Add ALPHABET INC GOOGL
0.88% 0.81% $3.0M 8,419 $2.3M 7,859 +560 +7.13% Add MICROSOFT CORP MSFT
0.84% 0.99% $2.9M 7,709 $2.8M 7,539 +170 +2.25% Add I ISHARES CORE IJR
0.79% 0.81% $2.7M 18,290 $2.3M 18,200 +90 +0.49% Add I ISHARES GOLD TRUST MICRO IAUM
0.78% 0.96% $2.7M 66,699 $2.7M 57,961 +8,738 +15.08% Add J JPMORGAN CORE PLUS BOND ETF JCPB
0.76% 1.12% $2.6M 55,401 $3.1M 66,655 -11,254 -16.88% Reduce V VANGUARD FTSE VEA
0.7% 0.77% $2.4M 33,733 $2.2M 33,569 +164 +0.49% Add S SCHWAB US SCHX
0.6% 0.63% $2.0M 69,152 $1.8M 69,032 +120 +0.17% Add V VICTORY PORTFOLIOS II JCPB
0.57% 0.78% $1.9M 41,285 $2.2M 46,763 -5,478 -11.71% Reduce BROADCOM INC AVGO
0.52% 0.5% $1.8M 4,740 $1.4M 4,572 +168 +3.67% Add A Alphabet Inc Class C GOOG
0.41% 0.41% $1.4M 4,003 $1.1M 4,005 -2 -0.05% Reduce D DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE
0.4% 0.42% $1.4M 34,407 $1.2M 34,966 -559 -1.60% Reduce MICRON TECHNOLOGY INC MU
0.4% 0.12% $1.4M 1,180 $328,719 973 +207 +21.27% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.38% 0.44% $1.3M 2,568 $1.2M 2,606 -38 -1.46% Reduce I ISHARES TR IWV
0.37% 0.39% $1.3M 2,983 $1.1M 2,976 +7 +0.24% Add JPMORGAN CHASE & CO JPM
0.37% 0.37% $1.3M 3,878 $1.0M 3,560 +318 +8.93% Add I ISHARES MSCI QUAL
0.33% 0.36% $1.1M 5,202 $1.0M 5,277 -75 -1.42% Reduce META PLATFORMS INC META
0.33% 0.4% $1.1M 1,996 $1.1M 1,959 +37 +1.89% Add I ISHARES INC IEMG
0.33% 0.33% $1.1M 13,526 $927,342 13,295 +231 +1.74% Add TESLA INC TSLA
0.33% 0.34% $1.1M 2,655 $952,052 2,561 +94 +3.67% Add ADVANCED MICRO DEVICES INC AMD
0.29% 0.11% $1.0M 1,731 $300,873 1,479 +252 +17.04% Add ELI LILLY & CO LLY
0.29% 0.25% $1.0M 835 $714,662 777 +58 +7.46% Add APPLIED MATLS INC AMAT
0.25% 0.13% $856,032 1,184 $373,919 1,094 +90 +8.23% Add S STATE STR SPDR S&P 500 ETF T SPY
0.25% 0.26% $851,370 1,140 $739,567 1,137 +3 +0.26% Add I ISHARES S&P IVE
0.24% 0.29% $804,801 3,544 $804,821 3,812 -268 -7.03% Reduce G GENERAL DYNAMICS CORP GD
0.23% 0.24% $800,112 2,162 $670,600 2,090 +72 +3.44% Add I ISHARES SHORT DURATION BOND ACTIVE ETF NEAR
0.23% 0.27% $786,585 15,527 $754,941 14,851 +676 +4.55% Add D DIMENSIONAL US DFUV
0.23% 0.22% $772,781 14,048 $604,248 12,469 +1,579 +12.66% Add D DIMENSIONAL ETF TRUST DFIV
0.22% 0.25% $756,713 14,008 $691,366 13,099 +909 +6.94% Add A ABRDN SILVER ETF TRUST SIVR
0.2% 0.26% $668,456 11,890 $739,159 10,322 +1,568 +15.19% Add LAM RESEARCH CORP LRCX
0.2% 0.12% $666,895 1,539 $339,079 1,587 -48 -3.02% Reduce 
