BERKSHIRE HATHAWAY INC CL ABRK.A |
| 36.35% | 0.05% | $4.53B | 6,044 | $4.3M | 6 | +6,038+100,633.33% | Add |
| IISHARES TRIVV |
| 5.47% | 6.76% | $681.1M | 909,504 | $549.0M | 840,530 | +68,974+8.21% | Add |
MICROSOFT CORPMSFT |
| 3.98% | 6.19% | $495.1M | 1.3M | $502.1M | 1.4M | -29,131-2.15% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.99% | 2.87% | $248.2M | 361,351 | $232.7M | 389,384 | -28,033-7.20% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 1.99% | 4.33% | $247.2M | 1.1M | $351.7M | 1.8M | -658,197-36.72% | Reduce |
| DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.87% | 5.35% | $232.5M | 5.6M | $434.6M | 11.2M | -5.5M-49.48% | Reduce |
| VVANGUARD FTSEVEA |
| 1.85% | 2.03% | $230.5M | 3.2M | $164.7M | 2.6M | +664,843+25.86% | Add |
| VVANGUARD INDEX FDSVUG |
| 1.83% | 3.35% | $228.2M | 2.6M | $272.0M | 622,805 | +2.0M+325.28% | Add |
| IISHARES CURRENCY HEDGED MSCI EAFE ETFHEFA |
| 1.72% | 3.1% | $214.0M | 4.6M | $252.0M | 5.9M | -1.4M-23.07% | Reduce |
APPLE INCAAPL |
| 1.54% | 2.25% | $192.1M | 663,766 | $182.8M | 720,415 | -56,649-7.86% | Reduce |
| IISHARES TRSTIP |
| 1.53% | 1.85% | $190.0M | 1.9M | $150.3M | 1.5M | +407,033+28.01% | Add |
| PPROSHARES TRREGL |
| 1.42% | 2.15% | $177.3M | 1.9M | $174.8M | 2.0M | -87,383-4.32% | Reduce |
NVIDIA CORPORATIONNVDA |
| 1.22% | 1.78% | $152.1M | 760,219 | $144.7M | 829,722 | -69,503-8.38% | Reduce |
| VVANGUARD INDEX FDSVV |
| 1.22% | 1.63% | $151.6M | 440,838 | $132.5M | 443,513 | -2,675-0.60% | Reduce |
AMAZON COM INCAMZN |
| 1.21% | 1.71% | $151.3M | 634,693 | $138.9M | 667,009 | -32,316-4.84% | Reduce |
| IISHARES MSCIQUAL |
| 0.99% | 2.62% | $123.6M | 563,366 | $212.9M | 1.1M | -546,739-49.25% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.83% | 1.07% | $102.8M | 137,612 | $86.7M | 133,263 | +4,349+3.26% | Add |
| IISHARES 7-10YRIEF |
| 0.79% | 1.16% | $98.1M | 1.0M | $94.5M | 990,423 | +46,765+4.72% | Add |
| SSPDR SERIES TRUSTSDY |
| 0.76% | — | $94.1M | 618,230 | $0 | 0 | +618,230 | New Buy |
| DDIMENSIONAL ETF TRUSTDFLV |
| 0.74% | 2.02% | $92.4M | 2.3M | $163.9M | 4.6M | -2.3M-49.08% | Reduce |
| IISHARES COREIJH |
| 0.71% | 0.96% | $89.0M | 1.2M | $78.2M | 1.2M | -4,676-0.40% | Reduce |
| DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.69% | 1.8% | $85.3M | 2.1M | $145.9M | 4.3M | -2.2M-50.76% | Reduce |
| IISHARES RUSSELLIWB |
| 0.65% | 0.88% | $80.9M | 197,624 | $71.5M | 200,572 | -2,948-1.47% | Reduce |
| IISHARES TRAGG |
| 0.62% | 1.61% | $77.8M | 785,945 | $130.7M | 1.3M | -530,885-40.32% | Reduce |
QUANTA SVCS INCPWR |
| 0.56% | 0.03% | $69.6M | 96,711 | $2.7M | 4,957 | +91,754+1,851.00% | Add |
ALPHABET INCGOOGL |
| 0.55% | 0.64% | $67.9M | 190,069 | $52.3M | 181,745 | +8,324+4.58% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.54% | 0.98% | $67.0M | 1.2M | $79.9M | 1.4M | -214,747-15.73% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.53% | 0.77% | $65.6M | 185,623 | $62.8M | 218,782 | -33,159-15.16% | Reduce |
| IIshares Trust Russell 2500 EtfSMMD |
| 0.51% | 0.73% | $63.3M | 690,732 | $59.2M | 775,027 | -84,295-10.88% | Reduce |
| VVANGUARD INDEX FDSVB |
| 0.47% | 1.03% | $59.0M | 194,489 | $83.8M | 320,036 | -125,547-39.23% | Reduce |
BROADCOM INCAVGO |
| 0.45% | 0.65% | $55.8M | 147,602 | $52.4M | 169,200 | -21,598-12.76% | Reduce |
LAM RESEARCH CORPLRCX |
| 0.44% | 0.52% | $54.9M | 126,560 | $42.3M | 197,856 | -71,296-36.03% | Reduce |
| IISHARES TRGVI |
| 0.41% | 0.68% | $51.6M | 479,909 | $55.5M | 522,464 | -42,555-8.15% | Reduce |
| IISHARES TRIEFA |
| 0.39% | 0.57% | $48.8M | 504,846 | $46.2M | 510,115 | -5,269-1.03% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.37% | 0.59% | $45.7M | 123,510 | $48.1M | 150,033 | -26,523-17.68% | Reduce |
META PLATFORMS INCMETA |
| 0.37% | 0.57% | $45.7M | 81,125 | $45.9M | 80,236 | +889+1.11% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.37% | 1.05% | $45.6M | 773,476 | $85.2M | 1.4M | -657,885-45.96% | Reduce |
| DDIMENSIONAL ETF TRUSTDFSV |
| 0.36% | 0.96% | $44.9M | 1.1M | $78.1M | 2.2M | -1.1M-48.76% | Reduce |
ELI LILLY & COLLY |
| 0.35% | 0.5% | $43.6M | 36,385 | $40.6M | 44,190 | -7,805-17.66% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 0.35% | 0.49% | $43.6M | 177,002 | $39.4M | 191,588 | -14,586-7.61% | Reduce |
TESLA INCTSLA |
| 0.34% | 0.5% | $42.7M | 101,503 | $40.3M | 108,526 | -7,023-6.47% | Reduce |
| IISHARES TRSGOV |
| 0.31% | 0.45% | $38.0M | 377,402 | $36.5M | 362,476 | +14,926+4.12% | Add |
| VVANGUARD FSTEVWO |
| 0.3% | 0.44% | $37.9M | 634,147 | $35.3M | 653,782 | -19,635-3.00% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.29% | 1.14% | $36.2M | 72,409 | $92.9M | 79,971 | -7,562-9.46% | Reduce |
MICRON TECHNOLOGY INCMU |
| 0.27% | 0.1% | $33.9M | 29,371 | $7.9M | 23,457 | +5,914+25.21% | Add |
JPMORGAN CHASE & COJPM |
| 0.27% | 0.38% | $33.3M | 101,640 | $31.0M | 105,301 | -3,661-3.48% | Reduce |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.25% | 0.34% | $30.6M | 277,562 | $27.5M | 282,524 | -4,962-1.76% | Reduce |
| IISHARES TREEM |
| 0.24% | 0.3% | $29.6M | 433,242 | $24.7M | 435,418 | -2,176-0.50% | Reduce |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.24% | 0.39% | $29.3M | 31,314 | $31.4M | 31,472 | -158-0.50% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 0.23% | 0.32% | $28.9M | 184,149 | $26.3M | 190,079 | -5,930-3.12% | Reduce |