| DDIMENSIONAL ETF TRUSTDFAC |
| 23.62% | 20.96% | $36.5M | 822,037 | $25.7M | 666,431 | +155,606+23.35% | Add |
| DDIMENSIONAL ETF TRUSTDFGP |
| 10.85% | 11.14% | $16.8M | 307,636 | $13.7M | 245,823 | +61,813+25.15% | Add |
| AAMERICAN CENTY ETF TRAVUS |
| 7.27% | 7.84% | $11.2M | 87,592 | $9.6M | 88,458 | -866-0.98% | Reduce |
| DDIMENSIONAL ETF TRUSTDGCB |
| 6.2% | 6.22% | $9.6M | 174,986 | $7.6M | 137,682 | +37,304+27.09% | Add |
| DDIMENSIONAL ETF TRUSTDFIC |
| 6.05% | 6.05% | $9.3M | 250,903 | $7.4M | 226,112 | +24,791+10.96% | Add |
| DDIMENSIONAL ETF TRUSTDFNM |
| 5.9% | 6.09% | $9.1M | 188,504 | $7.5M | 155,550 | +32,954+21.19% | Add |
| DDIMENSIONAL ETF TRUSTDFEM |
| 3.14% | 2.7% | $4.9M | 119,407 | $3.3M | 103,269 | +16,138+15.63% | Add |
| DDIMENSIONAL ETF TRUSTDFSD |
| 2.69% | 3.45% | $4.2M | 87,094 | $4.2M | 87,848 | -754-0.86% | Reduce |
| DDIMENSIONAL ETF TRUSTDUSB |
| 2.49% | 1.58% | $3.8M | 75,678 | $1.9M | 38,111 | +37,567+98.57% | Add |
 AVANTIS INTLNGG |
| 2.47% | 2.81% | $3.8M | 42,694 | $3.4M | 43,685 | -991-2.27% | Reduce |
| DDIMENSIONAL ETF TRUSTDFSV |
| 2.23% | 2.67% | $3.4M | 88,741 | $3.3M | 102,727 | -13,986-13.61% | Reduce |
| DDIMENSIONAL ETF TRUSTDCOR |
| 2.22% | 2.11% | $3.4M | 41,871 | $2.6M | 35,942 | +5,929+16.50% | Add |
| DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP |
| 2.1% | 2.72% | $3.2M | 77,529 | $3.3M | 88,313 | -10,784-12.21% | Reduce |
| DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.61% | — | $2.5M | 67,602 | $0 | 0 | +67,602 | New Buy |
| DDIMENSIONAL ETF TRUSTDFCF |
| 1.59% | 1.62% | $2.4M | 58,013 | $2.0M | 46,559 | +11,454+24.60% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 1.58% | 3.11% | $2.4M | 20,920 | $3.8M | 20,920 | 00.00% | Unchanged |
| DDIMENSIONAL ETF TRUSTDFGX |
| 1.57% | 1.62% | $2.4M | 45,373 | $2.0M | 36,791 | +8,582+23.33% | Add |
| AAMERICAN CENTY ETF TRAVEM |
| 1.51% | 1.51% | $2.3M | 24,187 | $1.8M | 24,624 | -437-1.77% | Reduce |
| SSPDR SERIES TRUSTBIL |
| 1.4% | 1.37% | $2.2M | 23,610 | $1.7M | 18,308 | +5,302+28.96% | Add |
 TESLA INCTSLA |
| 1.28% | 1.7% | $2.0M | 4,690 | $2.1M | 4,690 | 00.00% | Unchanged |
| IISHARES TRIVV |
| 1.21% | 1.4% | $1.9M | 2,502 | $1.7M | 2,558 | -56-2.19% | Reduce |
| DDIMENSIONAL ETF TRUSTDFGR |
| 1.11% | 1.08% | $1.7M | 59,364 | $1.3M | 48,518 | +10,846+22.35% | Add |
| DDIMENSIONAL ETF TRUSTDFSU |
| 0.81% | 0.95% | $1.3M | 26,821 | $1.2M | 27,470 | -649-2.36% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.76% | 0.8% | $1.2M | 3,869 | $983,809 | 3,869 | 00.00% | Unchanged |
| VVANGUARD FTSEVEA |
| 0.7% | 0.6% | $1.1M | 15,247 | $735,836 | 12,280 | +2,967+24.16% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.62% | 0.67% | $954,751 | 4,381 | $817,759 | 4,385 | -4-0.09% | Reduce |
| DDIMENSIONAL ETF TRUSTDISV |
| 0.6% | 0.91% | $920,972 | 22,950 | $1.1M | 31,306 | -8,356-26.69% | Reduce |
| DDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETFDIHP |
| 0.57% | 0.83% | $887,505 | 26,007 | $1.0M | 33,402 | -7,395-22.14% | Reduce |
| VVANGUARD MIDVO |
| 0.57% | 0.66% | $885,303 | 10,988 | $806,904 | 2,747 | +8,241+300.00% | Add |
| VVANGUARD MUN BD FDSVCRM |
| 0.52% | — | $803,193 | 10,513 | $0 | 0 | +10,513 | New Buy |
| GGENERAL DYNAMICS CORPVTI |
| 0.45% | 0.66% | $689,819 | 1,864 | $804,730 | 2,452 | -588-23.98% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.43% | — | $662,548 | 7,750 | $0 | 0 | +7,750 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.42% | 0.36% | $643,061 | 1,820 | $443,261 | 1,820 | 00.00% | Unchanged |
| DDIMENSIONAL ETF TRUSTDEHP |
| 0.41% | 0.49% | $633,661 | 14,816 | $597,933 | 19,578 | -4,762-24.32% | Reduce |
| DDIMENSIONAL ETF TRUSTDFEV |
| 0.39% | 0.48% | $601,191 | 14,090 | $586,672 | 18,397 | -4,307-23.41% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.36% | 0.49% | $550,822 | 802 | $597,071 | 975 | -173-17.74% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.32% | 0.31% | $496,223 | 2,480 | $378,757 | 2,030 | +450+22.17% | Add |
| IISHARES INCIEMG |
| 0.3% | 0.3% | $466,141 | 5,627 | $363,219 | 5,510 | +117+2.12% | Add |
| SSPDR SERIES TRUSTBILS |
| 0.3% | 0.46% | $459,434 | 4,623 | $568,657 | 5,714 | -1,091-19.09% | Reduce |
| VVANGUARD SMALLVBR |
| 0.27% | 0.26% | $419,644 | 1,727 | $320,370 | 1,535 | +192+12.51% | Add |
| DDIMENSIONAL ETF TRUSTDFSI |
| 0.27% | 0.32% | $415,281 | 9,208 | $395,005 | 9,646 | -438-4.54% | Reduce |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.25% | 0.24% | $381,566 | 1,931 | $292,945 | 1,678 | +253+15.08% | Add |
| VVANGUARD WHITEHALL FDSVYMI |
| 0.22% | 0.24% | $341,736 | 3,480 | $294,686 | 3,480 | 00.00% | Unchanged |
| VVANGUARD INSTL INDEX FDVBIL |
| 0.2% | — | $305,596 | 4,038 | $0 | 0 | +4,038 | New Buy |
| SSCHWAB USSCHX |
| 0.17% | 0.25% | $263,134 | 8,941 | $307,230 | 11,664 | -2,723-23.35% | Reduce |
