| VVANGUARD INDEX FDSVUG |
| 7.68% | 7.84% | $2.01B | 23.3M | $1.59B | 3.7M | +19.7M+538.96% | Add |
| VVANGUARD INDEX FDSVTV |
| 7.48% | 8.12% | $1.96B | 9.0M | $1.65B | 8.4M | +560,448+6.66% | Add |
| VVANGUARD BD INDEX FDSBIV |
| 3.57% | 3.89% | $934.1M | 12.2M | $790.4M | 10.2M | +1.9M+18.93% | Add |
APPLE INCAAPL |
| 3.47% | 2.87% | $907.7M | 3.1M | $582.8M | 2.3M | +840,681+36.61% | Add |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 3.39% | 3.75% | $887.0M | 4.5M | $762.9M | 4.1M | +348,651+8.42% | Add |
| VVANGUARD WHITEHALL FDSVNQ |
| 2.94% | 3.15% | $770.7M | 8.3M | $640.4M | 7.2M | +1.0M+14.00% | Add |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 2.75% | 3.03% | $718.6M | 13.7M | $616.0M | 11.7M | +2.0M+16.98% | Add |
NVIDIA CORPORATIONNVDA |
| 2.35% | 2.25% | $614.4M | 3.1M | $458.3M | 2.6M | +443,070+16.86% | Add |
| VVANGUARD INDEX FDSVOT |
| 2.05% | 1.96% | $536.9M | 1.8M | $399.2M | 1.6M | +201,601+13.00% | Add |
| DDIMENSIONAL ETF TRUSTDFIV |
| 1.9% | 1.88% | $496.9M | 9.2M | $381.4M | 7.2M | +2.0M+27.29% | Add |
| IISHARES TRAGG |
| 1.49% | 1.56% | $391.0M | 3.9M | $316.7M | 3.2M | +759,257+23.80% | Add |
ALPHABET INCGOOGL |
| 1.48% | 1.48% | $386.9M | 1.1M | $300.8M | 1.0M | +36,532+3.49% | Add |
| VVANGUARD INDEX FDSVBK |
| 1.43% | 1.2% | $373.0M | 1.0M | $244.2M | 807,814 | +212,203+26.27% | Add |
| VVANGUARD FSTEVWO |
| 1.42% | 2.04% | $371.9M | 6.2M | $414.7M | 7.7M | -1.4M-18.78% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.38% | 1.43% | $360.5M | 482,806 | $290.0M | 445,988 | +36,818+8.26% | Add |
MICROSOFT CORPMSFT |
| 1.34% | 1.51% | $350.3M | 939,168 | $307.7M | 831,319 | +107,849+12.97% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.33% | 1.43% | $347.0M | 505,167 | $290.4M | 485,913 | +19,254+3.96% | Add |
AMAZON COM INCAMZN |
| 1.3% | 1.36% | $341.1M | 1.4M | $276.2M | 1.3M | +105,090+7.93% | Add |
BROADCOM INCAVGO |
| 1.28% | 1.24% | $333.7M | 883,315 | $251.2M | 811,673 | +71,642+8.83% | Add |
| DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT |
| 1.27% | 1.32% | $332.2M | 4.8M | $268.6M | 4.3M | +450,901+10.48% | Add |
| SSELECT SECTOR SPDR TRXLK |
| 1.24% | 1.12% | $323.4M | 1.7M | $227.8M | 1.7M | -16,704-0.97% | Reduce |
| IISHARES TRIVV |
| 1.1% | 1.23% | $287.9M | 384,493 | $250.2M | 382,980 | +1,513+0.40% | Add |
| IISHARES INCIEMG |
| 1.01% | 0.08% | $263.1M | 3.2M | $16.4M | 235,805 | +2.9M+1,247.05% | Add |
JPMORGAN CHASE & COJPM |
| 0.91% | 0.95% | $237.0M | 724,174 | $193.5M | 657,750 | +66,424+10.10% | Add |
| BBLACKROCK ETF TRUSTBLCV |
| 0.79% | 0.92% | $207.9M | 5.0M | $186.9M | 5.2M | -141,476-2.73% | Reduce |
JOHNSON & JOHNSONJNJ |
| 0.69% | 0.73% | $180.0M | 708,767 | $149.5M | 611,615 | +97,152+15.88% | Add |
| IISHARES TRGJS |
| 0.61% | 0.79% | $160.9M | 7.1M | $160.2M | 7.0M | +69,682+1.00% | Add |
ADVANCED MICRO DEVICES INCAMD |
| 0.61% | 0.25% | $159.2M | 274,074 | $51.3M | 252,335 | +21,739+8.62% | Add |
META PLATFORMS INCMETA |
| 0.57% | 0.63% | $148.1M | 262,961 | $128.7M | 225,005 | +37,956+16.87% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.56% | 0.73% | $145.8M | 155,825 | $147.8M | 148,308 | +7,517+5.07% | Add |
| AAlphabet Inc Class CGOOG |
| 0.54% | 0.49% | $141.1M | 399,284 | $98.7M | 343,987 | +55,297+16.08% | Add |
| IINVESCO QQQ TRVOO |
| 0.5% | 0.4% | $130.5M | 177,229 | $81.2M | 140,627 | +36,602+26.03% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.49% | 0.54% | $128.1M | 255,949 | $109.1M | 227,644 | +28,305+12.43% | Add |
VISA INCV |
| 0.47% | 0.48% | $123.5M | 359,913 | $97.1M | 321,164 | +38,749+12.07% | Add |
CISCO SYS INCCSCO |
| 0.46% | 0.4% | $121.5M | 1.0M | $80.8M | 1.0M | -7,073-0.68% | Reduce |
ELI LILLY & COLLY |
| 0.44% | 0.37% | $115.3M | 96,123 | $74.3M | 80,730 | +15,393+19.07% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.42% | 0.42% | $110.6M | 298,954 | $85.3M | 265,766 | +33,188+12.49% | Add |
| DDIMENSIONAL ETF TRUSTDFLV |
| 0.41% | 0.49% | $108.1M | 2.7M | $99.8M | 2.8M | -60,930-2.18% | Reduce |
MICRON TECHNOLOGY INCMU |
| 0.4% | 0.09% | $105.6M | 91,513 | $17.5M | 51,733 | +39,780+76.89% | Add |
| JJPMORGAN SHORT DURATION CORE PLUS ETFJSCP |
| 0.39% | 0.52% | $102.5M | 2.2M | $105.0M | 2.2M | -45,794-2.06% | Reduce |
| IISHARES TRCMF |
| 0.37% | 0.33% | $97.5M | 1.7M | $67.1M | 1.2M | +510,501+43.23% | Add |
| IISHARES RUSSELLIWF |
| 0.37% | 0.36% | $95.9M | 772,054 | $74.1M | 173,688 | +598,366+344.51% | Add |
| SSCHWAB USSCHX |
| 0.35% | 0.4% | $92.5M | 3.1M | $81.7M | 3.2M | -42,772-1.34% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 0.35% | 0.32% | $92.4M | 1.8M | $64.8M | 1.3M | +526,744+40.52% | Add |
| IISHARES TRGVI |
| 0.35% | 0.44% | $91.9M | 854,384 | $90.0M | 847,619 | +6,765+0.80% | Add |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY |
| 0.32% | 0.34% | $84.0M | 119,454 | $68.9M | 111,747 | +7,707+6.90% | Add |
PALO ALTOPANW |
| 0.31% | 0.16% | $81.1M | 237,773 | $32.0M | 199,494 | +38,279+19.19% | Add |
UNION PAC CORPUNP |
| 0.3% | 0.32% | $79.8M | 293,323 | $64.1M | 264,316 | +29,007+10.97% | Add |
| BBONDBLOXX SHORT DURATION ETFTAXX |
| 0.3% | 0.38% | $79.6M | 1.6M | $77.4M | 1.5M | +39,001+2.55% | Add |
| IISHARES TRIWD |
| 0.3% | 0.32% | $77.6M | 319,919 | $64.8M | 303,087 | +16,832+5.55% | Add |