| VVANGUARD FTSEVEA |
| 24.28% | 30.13% | $1.14B | 16.0M | $1.35B | 21.1M | -5.1M-24.36% | Reduce |
VANECK ETF TRUSTSMH |
| 15.63% | — | $733.0M | 1.1M | $0 | 0 | +1.1M | New Buy |
| IISHARES TRIVV |
| 14.98% | 20.73% | $702.5M | 938,059 | $931.4M | 1.4M | -487,820-34.21% | Reduce |
| IISHARES TRIWD |
| 10.57% | 11.73% | $495.9M | 2.0M | $527.2M | 2.5M | -421,797-17.10% | Reduce |
| VVANGUARD FSTEVWO |
| 8.01% | 6.85% | $375.8M | 6.3M | $307.7M | 5.7M | +604,137+10.61% | Add |
NIKE INCNKE |
| 4.27% | 5.74% | $200.5M | 4.9M | $257.9M | 4.9M | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.06% | 0.81% | $96.8M | 224,358 | $36.6M | 223,056 | +1,302+0.58% | Add |
CONSTELLATION ENERGY CORPCEG |
| 1.99% | 2.33% | $93.2M | 375,305 | $104.8M | 375,305 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 1.34% | 1.33% | $62.8M | 91,404 | $59.6M | 99,671 | -8,267-8.29% | Reduce |
| VVANGUARD INTL EQUITY INDEX FVT |
| 1.3% | 0.4% | $61.1M | 389,261 | $18.0M | 129,979 | +259,282+199.48% | Add |
| AAlphabet Inc Class CGOOG |
| 1.16% | 0.93% | $54.5M | 154,249 | $41.8M | 145,675 | +8,574+5.89% | Add |
| IISHARES MSCI ACWI ETFTOK |
| 0.82% | 1.85% | $38.6M | 246,089 | $83.2M | 601,046 | -354,957-59.06% | Reduce |
| IISHARES RUSSELLIWF |
| 0.74% | 0.66% | $34.6M | 278,916 | $29.7M | 69,729 | +209,187+300.00% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.69% | 0.63% | $32.3M | 43,267 | $28.4M | 43,695 | -428-0.98% | Reduce |
MICROSOFT CORPMSFT |
| 0.69% | 0.63% | $32.3M | 86,470 | $28.1M | 75,886 | +10,584+13.95% | Add |
ROBLOX CORP CL ARBLX |
| 0.69% | 0.75% | $32.2M | 592,261 | $33.5M | 592,261 | 00.00% | Unchanged |
| IISHARES MSCI EAFE ETFEFA |
| 0.68% | 0.66% | $31.7M | 304,801 | $29.6M | 304,801 | 00.00% | Unchanged |
PAYONEER GLOBAL INCPAYO |
| 0.48% | 0.34% | $22.4M | 3.1M | $15.2M | 3.1M | 00.00% | Unchanged |
| UUNITY SOFTWARE INCU |
| 0.47% | 0.38% | $22.2M | 775,443 | $17.2M | 783,318 | -7,875-1.01% | Reduce |
VISA INCV |
| 0.46% | 0.42% | $21.7M | 63,189 | $19.1M | 63,189 | 00.00% | Unchanged |
| IISHARES TREEM |
| 0.37% | 0.32% | $17.4M | 254,150 | $14.4M | 254,150 | 00.00% | Unchanged |
AMAZON COM INCAMZN |
| 0.37% | 0.23% | $17.2M | 72,068 | $10.2M | 48,948 | +23,120+47.23% | Add |
| IISHARES RUSSELLIWM |
| 0.36% | 0.33% | $16.7M | 55,688 | $14.7M | 59,093 | -3,405-5.76% | Reduce |
| IISHARES RUSSELL 2000 VALUE ETFIWN |
| 0.31% | 1.36% | $14.7M | 66,631 | $61.0M | 321,684 | -255,053-79.29% | Reduce |
AURORA INNOVATION INC CLASS AAUR |
| 0.3% | 0.19% | $14.1M | 2.1M | $8.3M | 2.0M | +42,500+2.10% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.27% | 0.27% | $12.5M | 25,000 | $12.0M | 25,000 | 00.00% | Unchanged |
| MMEDLINE INC COM CL AMDLN |
| 0.26% | 0.15% | $12.0M | 304,584 | $6.8M | 152,211 | +152,373+100.11% | Add |
ROBINHOOD MKTS INCHOOD |
| 0.25% | 0.18% | $11.7M | 116,585 | $7.9M | 114,079 | +2,506+2.20% | Add |
| DDOORDASH INCDASH |
| 0.22% | 0.19% | $10.4M | 56,278 | $8.5M | 56,278 | 00.00% | Unchanged |
ADVANCED MICRO DEVICES INCAMD |
| 0.22% | 0.08% | $10.2M | 17,500 | $3.6M | 17,500 | 00.00% | Unchanged |
| DDUOLINGO INCDUOL |
| 0.21% | 0.19% | $10.0M | 87,108 | $8.6M | 87,108 | 00.00% | Unchanged |
EDWARDS LIFESCIENCES CORPEW |
| 0.2% | 0.19% | $9.5M | 105,000 | $8.4M | 105,000 | 00.00% | Unchanged |
INTERCONTINENTAL EXCHANGE INC COMICE |
| 0.2% | 0.27% | $9.4M | 76,000 | $12.0M | 76,000 | 00.00% | Unchanged |
GUARDANT HEALTH INCGH |
| 0.17% | 0.11% | $8.0M | 53,125 | $4.9M | 53,125 | 00.00% | Unchanged |
SALESFORCE INCCRM |
| 0.17% | 0.22% | $7.9M | 50,574 | $9.7M | 51,894 | -1,320-2.54% | Reduce |
| IISHARES TREFG |
| 0.16% | 0.15% | $7.4M | 59,403 | $6.6M | 59,403 | 00.00% | Unchanged |
APPLE INCAAPL |
| 0.16% | 0.14% | $7.4M | 25,525 | $6.5M | 25,525 | 00.00% | Unchanged |
BROADCOM INCAVGO |
| 0.16% | 0.13% | $7.4M | 19,500 | $6.0M | 19,500 | 00.00% | Unchanged |
CLOUDFLARE INCNET |
| 0.15% | 0.13% | $6.8M | 27,835 | $5.7M | 27,835 | 00.00% | Unchanged |
ROPER TECHNOLOGIES INCROP |
| 0.14% | 0.16% | $6.8M | 20,001 | $7.1M | 20,001 | 00.00% | Unchanged |
| EEVERPURE INC CL AEVPR |
| 0.14% | 0.11% | $6.7M | 85,086 | $5.0M | 85,086 | 00.00% | Unchanged |
PEPSICO INCPEP |
| 0.14% | 0.17% | $6.6M | 49,000 | $7.6M | 49,000 | 00.00% | Unchanged |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.14% | 0.16% | $6.6M | 7,003 | $7.0M | 7,003 | 00.00% | Unchanged |
META PLATFORMS INCMETA |
| 0.13% | 0.14% | $6.0M | 10,610 | $6.1M | 10,610 | 00.00% | Unchanged |
PALO ALTOPANW |
| 0.11% | 0.05% | $5.2M | 15,186 | $2.4M | 15,186 | 00.00% | Unchanged |
UNITEDHEALTH GROUP INCUNH |
| 0.11% | 0.07% | $5.1M | 12,379 | $3.3M | 12,379 | 00.00% | Unchanged |
| IISHARES INCEWJ |
| 0.11% | 0.1% | $5.1M | 54,925 | $4.6M | 54,925 | 00.00% | Unchanged |
MASTERCARD INCORPORATEDMA |
| 0.11% | 0.11% | $5.1M | 9,879 | $4.9M | 9,879 | 00.00% | Unchanged |
OKTA INC CLASS AOKTA |
| 0.11% | 0.07% | $5.0M | 36,980 | $3.0M | 37,510 | -530-1.41% | Reduce |
COINBASE GLOBALCOIN |
| 0.11% | 0.13% | $5.0M | 34,414 | $6.0M | 34,414 | 00.00% | Unchanged |