| VVANGUARD INDEX FDSVOO |
| 31.79% | 31.45% | $166.2M | 241,952 | $145.9M | 244,107 | -2,155-0.88% | Reduce |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 11.81% | 13.05% | $61.7M | 1.3M | $60.5M | 1.3M | +29,628+2.31% | Add |
| VVANGUARD FTSEVEA |
| 8.59% | 8.54% | $44.9M | 630,260 | $39.6M | 618,310 | +11,950+1.93% | Add |
| VVANGUARD WORLD FDVGT |
| 6.97% | 5.83% | $36.4M | 304,688 | $27.0M | 38,762 | +265,926+686.05% | Add |
| IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD |
| 4.92% | 5.35% | $25.7M | 510,292 | $24.8M | 491,388 | +18,904+3.85% | Add |
| PPACER FDS TRCOWZ |
| 4.76% | 5.23% | $24.9M | 400,271 | $24.3M | 388,027 | +12,244+3.16% | Add |
| VVANGUARD TOTALBNDX |
| 4.6% | 5.24% | $24.0M | 496,529 | $24.3M | 505,344 | -8,815-1.74% | Reduce |
| VVANGUARD S&P SMALL-CAP 600 ETFIVOO |
| 4.03% | 3.82% | $21.1M | 153,116 | $17.7M | 154,363 | -1,247-0.81% | Reduce |
| IISHARES TRIVV |
| 3.83% | 3.8% | $20.0M | 26,722 | $17.6M | 27,009 | -287-1.06% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 3.73% | 4.12% | $19.5M | 250,382 | $19.1M | 243,468 | +6,914+2.84% | Add |
| VVANGUARD TOTALBND |
| 2.38% | 2.36% | $12.4M | 169,482 | $10.9M | 148,367 | +21,115+14.23% | Add |
| IISHARES TRAGG |
| 1.25% | 1.02% | $6.5M | 128,884 | $4.7M | 94,866 | +34,018+35.86% | Add |
 APPLE INCAAPL |
| 0.77% | 0.67% | $4.0M | 13,967 | $3.1M | 12,303 | +1,664+13.53% | Add |
| IISHARES COREIJR |
| 0.76% | 0.73% | $4.0M | 26,953 | $3.4M | 27,386 | -433-1.58% | Reduce |
| BBITWISE BITCOIN ETF TRBITB |
| 0.6% | 0.77% | $3.1M | 98,102 | $3.6M | 97,538 | +564+0.58% | Add |
| VVANGUARD INDEX FDSVV |
| 0.6% | 0.59% | $3.1M | 9,083 | $2.7M | 9,117 | -34-0.37% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.54% | 0.48% | $2.8M | 14,029 | $2.2M | 12,844 | +1,185+9.23% | Add |
| IISHARES TRGVI |
| 0.47% | 0.46% | $2.5M | 23,276 | $2.1M | 19,973 | +3,303+16.54% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.46% | 0.44% | $2.4M | 6,501 | $2.0M | 6,320 | +181+2.86% | Add |
| IISHARES TRIEFA |
| 0.42% | 0.5% | $2.2M | 22,747 | $2.3M | 25,380 | -2,633-10.37% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.38% | 0.33% | $2.0M | 2,692 | $1.5M | 2,329 | +363+15.59% | Add |
 MICROSOFT CORPMSFT |
| 0.38% | 0.36% | $2.0M | 5,369 | $1.7M | 4,561 | +808+17.72% | Add |
 ALPHABET INCGOOGL |
| 0.37% | 0.31% | $1.9M | 5,345 | $1.5M | 5,062 | +283+5.59% | Add |
 HOME DEPOT INCHD |
| 0.3% | 0.34% | $1.6M | 4,411 | $1.6M | 4,839 | -428-8.84% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.28% | 0.3% | $1.5M | 17,265 | $1.4M | 18,042 | -777-4.31% | Reduce |
| FFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC |
| 0.28% | 0.22% | $1.5M | 5,093 | $1.0M | 4,987 | +106+2.13% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.27% | 0.29% | $1.4M | 6,033 | $1.3M | 6,207 | -174-2.80% | Reduce |
 AMAZON COM INCAMZN |
| 0.27% | 0.25% | $1.4M | 5,986 | $1.2M | 5,579 | +407+7.30% | Add |
| BBITWISE ETHEREUM ETFETHW |
| 0.24% | 0.35% | $1.3M | 112,955 | $1.6M | 108,395 | +4,560+4.21% | Add |
 SOUTHERN COSO |
| 0.24% | 0.13% | $1.3M | 13,296 | $581,514 | 6,025 | +7,271+120.68% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.21% | 0.23% | $1.1M | 4,418 | $1.1M | 4,355 | +63+1.45% | Add |
 BROADCOM INCAVGO |
| 0.19% | 0.16% | $987,061 | 2,613 | $731,682 | 2,364 | +249+10.53% | Add |
| AAlphabet Inc Class CGOOG |
| 0.16% | 0.14% | $848,769 | 2,402 | $633,990 | 2,210 | +192+8.69% | Add |
 META PLATFORMS INCMETA |
| 0.14% | 0.14% | $735,657 | 1,306 | $660,810 | 1,155 | +151+13.07% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.13% | — | $693,728 | 601 | $0 | 0 | +601 | New Buy |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.13% | 0.1% | $685,822 | 8,678 | $464,681 | 5,862 | +2,816+48.04% | Add |
| IISHARES TRGVI |
| 0.13% | 0.14% | $657,115 | 6,106 | $642,876 | 6,056 | +50+0.83% | Add |
 TESLA INCTSLA |
| 0.13% | 0.11% | $656,136 | 1,560 | $532,346 | 1,432 | +128+8.94% | Add |
| FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC |
| 0.12% | 0.07% | $642,201 | 12,580 | $334,197 | 5,661 | +6,919+122.22% | Add |
 ELI LILLY & COLLY |
| 0.12% | 0.1% | $629,701 | 525 | $444,249 | 483 | +42+8.70% | Add |
 JPMORGAN CHASE & COJPM |
| 0.12% | 0.1% | $629,456 | 1,923 | $480,952 | 1,635 | +288+17.61% | Add |
 VISA INCV |
| 0.11% | 0.08% | $584,625 | 1,704 | $381,729 | 1,263 | +441+34.92% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.11% | 0.11% | $571,946 | 1,143 | $527,599 | 1,101 | +42+3.81% | Add |
 WALMART INCWMT |
| 0.11% | 0.13% | $568,792 | 5,022 | $603,255 | 4,854 | +168+3.46% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.11% | 0.12% | $549,334 | 6,559 | $536,044 | 7,138 | -579-8.11% | Reduce |
| SSPDR SERIES TRUSTSPTM |
| 0.1% | 0.1% | $525,129 | 5,784 | $482,187 | 6,099 | -315-5.16% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.1% | — | $515,267 | 887 | $0 | 0 | +887 | New Buy |
 COCA COLA COKO |
| 0.08% | 0.09% | $436,632 | 5,373 | $405,282 | 5,329 | +44+0.83% | Add |
 PROCTER & GAMBLE COPG |
| 0.08% | 0.09% | $401,925 | 2,741 | $421,028 | 2,915 | -174-5.97% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.08% | 0.09% | $393,258 | 2,876 | $433,375 | 2,554 | +322+12.61% | Add |
