 SNOWFLAKE INC COM SHSSNOW |
| 12.31% | 9.72% | $72.2M | 467,675 | $55.7M | 468,118 | -443-0.09% | Reduce |
| IISHARES TRIVW |
| 11.23% | 10.57% | $65.9M | 649,125 | $60.5M | 624,720 | +24,405+3.91% | Add |
 ORACLE CORPORCL |
| 10.9% | 12.53% | $64.0M | 383,800 | $71.7M | 410,353 | -26,553-6.47% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 9.64% | 9.42% | $56.5M | 137,745 | $53.9M | 138,535 | -790-0.57% | Reduce |
| IISHARES S&PIVE |
| 9.11% | 9.8% | $53.4M | 279,913 | $56.1M | 279,468 | +445+0.16% | Add |
| VVANGUARD INDEX FDSVTV |
| 6.67% | 7.21% | $39.1M | 231,153 | $41.3M | 232,216 | -1,063-0.46% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 3.91% | 4.08% | $23.0M | 170,936 | $23.3M | 171,920 | -984-0.57% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.83% | 2.77% | $16.6M | 32,533 | $15.9M | 32,318 | +215+0.67% | Add |
| IISHARES TRIVLU |
| 2.31% | 1.49% | $13.6M | 500,695 | $8.5M | 295,036 | +205,659+69.71% | Add |
 APPLE INCAAPL |
| 2.26% | 2.11% | $13.2M | 52,830 | $12.1M | 52,013 | +817+1.57% | Add |
| JJPMORGAN INTERNATIONAL GROWTH ETFJIG |
| 2.08% | 1.59% | $12.2M | 195,541 | $9.1M | 137,819 | +57,722+41.88% | Add |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 1.8% | 2.68% | $10.6M | 190,646 | $15.3M | 252,510 | -61,864-24.50% | Reduce |
| IISHARES TRIEFA |
| 1.57% | 1.77% | $9.2M | 131,446 | $10.1M | 133,444 | -1,998-1.50% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.52% | 1.59% | $8.9M | 37,198 | $9.1M | 37,634 | -436-1.16% | Reduce |
| VVANGUARD FTSEVEA |
| 1.27% | 1.46% | $7.4M | 155,325 | $8.3M | 161,833 | -6,508-4.02% | Reduce |
| IISHARES TRIUSB |
| 1.23% | 1.28% | $7.2M | 159,067 | $7.4M | 157,955 | +1,112+0.70% | Add |
| IISHARES S&PIUSG |
| 1.22% | 1.12% | $7.1M | 51,208 | $6.4M | 48,120 | +3,088+6.42% | Add |
| IISHARES COREIJH |
| 1.15% | 2.17% | $6.7M | 108,066 | $12.4M | 194,853 | -86,787-44.54% | Reduce |
| IISHARES TREFV |
| 1.11% | 1.13% | $6.5M | 123,589 | $6.5M | 114,582 | +9,007+7.86% | Add |
| IISHARES INCIEMG |
| 1.08% | 0.69% | $6.3M | 121,012 | $4.0M | 69,741 | +51,271+73.52% | Add |
 MICROSOFT CORPMSFT |
| 0.79% | 0.77% | $4.6M | 10,954 | $4.4M | 10,639 | +315+2.96% | Add |
| VVANGUARD FSTEVWO |
| 0.72% | 0.82% | $4.2M | 96,317 | $4.7M | 98,686 | -2,369-2.40% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.66% | 0.65% | $3.9M | 41,786 | $3.7M | 42,680 | -894-2.09% | Reduce |
| VVANGUARD MIDVO |
| 0.61% | 0.64% | $3.6M | 13,557 | $3.6M | 13,499 | +58+0.43% | Add |
| IISHARES TRIVV |
| 0.52% | 0.57% | $3.0M | 5,145 | $3.2M | 5,539 | -394-7.11% | Reduce |
| DDIMENSIONAL ETF TRUSTDFLV |
| 0.49% | 0.52% | $2.9M | 95,133 | $3.0M | 94,761 | +372+0.39% | Add |
 TESLA INCTSLA |
| 0.46% | 0.25% | $2.7M | 6,679 | $1.4M | 6,406 | +273+4.26% | Add |
 VISA INCV |
| 0.39% | 0.36% | $2.3M | 7,239 | $2.1M | 7,156 | +83+1.16% | Add |
 ISHARES MBSACGL |
| 0.39% | 0.49% | $2.3M | 24,834 | $2.8M | 29,694 | -4,860-16.37% | Reduce |
 AMAZON COM INCAMZN |
| 0.37% | 0.31% | $2.2M | 9,979 | $1.8M | 9,418 | +561+5.96% | Add |
 SYNOPSYS INCSNPS |
| 0.35% | 0.37% | $2.1M | 4,224 | $2.1M | 4,204 | +20+0.48% | Add |
| IISHARES TRCMF |
| 0.34% | 0.35% | $2.0M | 35,155 | $2.0M | 34,229 | +926+2.71% | Add |
| DDIMENSIONAL USDFUV |
| 0.34% | 0.36% | $2.0M | 48,335 | $2.1M | 48,218 | +117+0.24% | Add |
| IISHARES TRIWY |
| 0.31% | 0.31% | $1.8M | 7,650 | $1.8M | 7,971 | -321-4.03% | Reduce |
 META PLATFORMS INCMETA |
| 0.28% | 0.27% | $1.6M | 2,790 | $1.6M | 2,694 | +96+3.56% | Add |
| AAlphabet Inc Class CGOOG |
| 0.27% | 0.24% | $1.6M | 8,396 | $1.4M | 8,126 | +270+3.32% | Add |
| DDIMENSIONAL ETF TRUSTDFIC |
| 0.27% | 0.29% | $1.6M | 60,485 | $1.7M | 60,061 | +424+0.71% | Add |
 BROADCOM INCAVGO |
| 0.27% | 0.2% | $1.6M | 6,711 | $1.1M | 6,465 | +246+3.81% | Add |
| IISHARES COREIJR |
| 0.25% | 0.27% | $1.5M | 12,896 | $1.6M | 13,233 | -337-2.55% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.25% | 0.25% | $1.5M | 3,216 | $1.4M | 3,086 | +130+4.21% | Add |
| SSPDR INDEX SHS FDSSPEM |
| 0.23% | 0.18% | $1.4M | 35,674 | $1.0M | 24,896 | +10,778+43.29% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 0.22% | 0.23% | $1.3M | 4,534 | $1.3M | 4,515 | +19+0.42% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 0.22% | — | $1.3M | 28,260 | $0 | 0 | +28,260 | New Buy |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.22% | 0.23% | $1.3M | 6,582 | $1.3M | 6,567 | +15+0.23% | Add |
| DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP |
| 0.21% | 0.22% | $1.3M | 37,150 | $1.3M | 36,535 | +615+1.68% | Add |
 ALPHABET INCGOOGL |
| 0.21% | 0.18% | $1.2M | 6,599 | $1.0M | 6,304 | +295+4.68% | Add |
| AATLASSIAN CORPORATION CL ATEAM |
| 0.21% | 0.2% | $1.2M | 5,117 | $1.1M | 6,017 | -900-14.96% | Reduce |
| IISHARES TRIUSV |
| 0.2% | 0.18% | $1.2M | 12,476 | $1.0M | 10,443 | +2,033+19.47% | Add |
| DDBX ETF TRDBEF |
| 0.2% | 0.18% | $1.1M | 27,764 | $1.0M | 24,467 | +3,297+13.48% | Add |
 INTUITINTU |
| 0.19% | 0.19% | $1.1M | 1,786 | $1.1M | 1,783 | +3+0.17% | Add |
