| VVANGUARD INDEX FDSVB |
| 12.23% | 11.8% | $16.2M | 53,540 | $14.3M | 54,623 | -1,083-1.98% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 11.65% | 11.39% | $15.5M | 305,744 | $13.8M | 276,667 | +29,077+10.51% | Add |
| VVANGUARD FTSEVEA |
| 10.83% | 11% | $14.4M | 201,714 | $13.3M | 208,134 | -6,420-3.08% | Reduce |
| SSCHWAB USSCHX |
| 9.55% | 9.38% | $12.7M | 430,602 | $11.4M | 443,360 | -12,758-2.88% | Reduce |
| VVANGUARD MALVERN FDSVTIP |
| 8.34% | 8.89% | $11.1M | 220,218 | $10.8M | 215,692 | +4,526+2.10% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 7.78% | 9.02% | $10.3M | 124,918 | $10.9M | 132,102 | -7,184-5.44% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 7.68% | 7.31% | $10.2M | 13,650 | $8.9M | 13,628 | +22+0.16% | Add |
| IISHARES TRAGG |
| 7.02% | 7.48% | $9.3M | 94,135 | $9.1M | 91,409 | +2,726+2.98% | Add |
| IISHARES INCIEMG |
| 5.26% | 4.95% | $7.0M | 84,306 | $6.0M | 86,054 | -1,748-2.03% | Reduce |
| VVANGUARD TOTALBNDX |
| 4.17% | 4.41% | $5.5M | 114,178 | $5.3M | 111,307 | +2,871+2.58% | Add |
| SSCHWAB U.S. REIT ETFSCHH |
| 4.14% | 3.93% | $5.5M | 232,260 | $4.8M | 221,690 | +10,570+4.77% | Add |
| SSCHWAB USSCHA |
| 3.64% | 3.26% | $4.8M | 133,851 | $4.0M | 135,958 | -2,107-1.55% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 2.77% | 2.8% | $3.7M | 38,084 | $3.4M | 38,325 | -241-0.63% | Reduce |
| SSTATE STREETSPYM |
| 1.97% | 1.62% | $2.6M | 29,690 | $2.0M | 25,650 | +4,040+15.75% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 1.26% | 1.15% | $1.7M | 60,586 | $1.4M | 56,406 | +4,180+7.41% | Add |
| IISHARES TRGVI |
| 0.53% | 0.48% | $707,817 | 6,577 | $585,630 | 5,517 | +1,060+19.21% | Add |
| IISHARES COREIJR |
| 0.31% | 0.29% | $414,140 | 2,792 | $353,499 | 2,844 | -52-1.83% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.26% | 0.25% | $349,866 | 945 | $302,858 | 944 | +1+0.11% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.14% | 0.13% | $180,308 | 263 | $156,428 | 262 | +1+0.38% | Add |
 TESLA INCTSLA |
| 0.13% | 0.12% | $169,922 | 404 | $150,187 | 404 | 00.00% | Unchanged |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.09% | 0.09% | $119,363 | 1,425 | $106,532 | 1,419 | +6+0.42% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.05% | 0.05% | $66,051 | 132 | $63,254 | 132 | 00.00% | Unchanged |
| IISHARES TRAOA |
| 0.05% | 0.05% | $65,554 | 672 | $59,256 | 670 | +2+0.30% | Add |
 MICROSOFT CORPMSFT |
| 0.04% | 0.04% | $49,239 | 132 | $48,862 | 132 | 00.00% | Unchanged |
| VVANGUARD FSTEVWO |
| 0.03% | 0.03% | $38,573 | 646 | $34,887 | 645 | +1+0.16% | Add |
| IISHARES TRTIP |
| 0.02% | 0.02% | $22,980 | 210 | $23,176 | 210 | 00.00% | Unchanged |
| VVANGUARD WORLD FDVDE |
| 0.02% | 0.02% | $22,520 | 150 | $25,956 | 150 | 00.00% | Unchanged |
| IISHARES TRGVI |
| 0.02% | 0.02% | $22,359 | 210 | $22,365 | 210 | 00.00% | Unchanged |
| IISHARES US REAL ESTATE ETFIYR |
| 0.01% | 0.01% | $17,792 | 174 | $16,453 | 174 | 00.00% | Unchanged |
