| IISHARES TRIVV |
| 12.28% | 11.72% | $1.13B | 1.5M | $991.3M | 1.5M | -10,486-0.69% | Reduce |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 5.24% | 5.46% | $481.5M | 643 | $461.8M | 643 | 00.00% | Unchanged |
| IISHARES TRIEFA |
| 4.8% | 4.9% | $441.1M | 4.6M | $414.2M | 4.6M | -7,192-0.16% | Reduce |
 TJX COS INC NEWTJX |
| 4.67% | 5.4% | $429.2M | 2.8M | $456.4M | 2.9M | -25,203-0.88% | Reduce |
 APPLE INCAAPL |
| 4.44% | 4.38% | $407.8M | 1.4M | $370.8M | 1.5M | -51,834-3.55% | Reduce |
| VVANGUARD FTSEVEA |
| 3.69% | 3.62% | $338.9M | 4.8M | $306.1M | 4.8M | -20,001-0.42% | Reduce |
 MICROSOFT CORPMSFT |
| 2.59% | 2.81% | $238.1M | 638,426 | $237.8M | 642,279 | -3,853-0.60% | Reduce |
 ALPHABET INCGOOGL |
| 2.55% | 2.32% | $234.6M | 656,486 | $196.0M | 681,749 | -25,263-3.71% | Reduce |
 COUPANG INC CLASS ACPNG |
| 2.16% | 2.61% | $198.2M | 11.4M | $220.4M | 11.7M | -265,776-2.28% | Reduce |
| FFIRST TR EXCHANGE-TRADED FDEIPX |
| 1.67% | 1.92% | $153.8M | 4.9M | $162.2M | 5.0M | -131,844-2.61% | Reduce |
 AMAZON COM INCAMZN |
| 1.53% | 1.49% | $141.0M | 591,388 | $126.1M | 605,261 | -13,873-2.29% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.52% | 1.43% | $139.5M | 697,152 | $121.2M | 694,709 | +2,443+0.35% | Add |
| WWISDOMTREE U.S. LARGECAP FUNDEPS |
| 1.5% | 1.5% | $138.4M | 1.8M | $126.6M | 1.9M | -80,558-4.33% | Reduce |
| IISHARES COREIJH |
| 1.45% | 1.41% | $133.1M | 1.7M | $119.6M | 1.8M | -45,178-2.55% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.29% | 1.18% | $119.1M | 336,941 | $100.0M | 348,567 | -11,626-3.34% | Reduce |
| IISHARES TRITOT |
| 1.26% | 1.17% | $116.0M | 708,529 | $98.6M | 697,197 | +11,332+1.63% | Add |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 1.25% | 0.99% | $115.2M | 1.5M | $83.9M | 1.3M | +250,956+19.49% | Add |
 KLA CORPKLAC |
| 1.22% | 0.69% | $112.5M | 372,949 | $58.2M | 39,505 | +333,444+844.06% | Add |
 BROADCOM INCAVGO |
| 1.21% | 1.12% | $111.0M | 293,841 | $94.6M | 305,795 | -11,954-3.91% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.1% | 1.09% | $100.9M | 308,296 | $92.2M | 313,362 | -5,066-1.62% | Reduce |
| FFIRST TR EXCHANGE-TRADED FD WCM INTL EQUITYWCMI |
| 0.96% | 0.73% | $88.1M | 4.5M | $61.9M | 3.7M | +809,249+21.92% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.88% | 0.93% | $80.5M | 317,105 | $79.0M | 323,030 | -5,925-1.83% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.87% | 1.19% | $80.1M | 585,882 | $100.3M | 591,318 | -5,436-0.92% | Reduce |
 HOME DEPOT INCHD |
| 0.85% | 0.89% | $78.4M | 222,309 | $75.0M | 227,932 | -5,623-2.47% | Reduce |
 ABBVIE INCABBV |
| 0.83% | 0.8% | $76.3M | 303,294 | $67.7M | 311,267 | -7,973-2.56% | Reduce |
 MORGAN STANLEYMS |
| 0.78% | 0.66% | $72.0M | 344,567 | $55.9M | 339,853 | +4,714+1.39% | Add |
 CISCO SYS INCCSCO |
| 0.72% | 0.52% | $66.4M | 564,893 | $44.2M | 569,042 | -4,149-0.73% | Reduce |
| IISHARES ESGEFA |
| 0.71% | 0.73% | $65.0M | 632,314 | $61.6M | 643,821 | -11,507-1.79% | Reduce |
| IISHARES COREIJR |
| 0.68% | 0.63% | $62.9M | 423,945 | $52.9M | 425,621 | -1,676-0.39% | Reduce |
 CATERPILLAR INCCAT |
| 0.67% | 0.51% | $61.7M | 57,923 | $43.4M | 61,312 | -3,389-5.53% | Reduce |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.66% | 0.71% | $60.8M | 285,781 | $60.3M | 314,215 | -28,434-9.05% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.65% | 0.72% | $60.2M | 120,252 | $60.6M | 126,382 | -6,130-4.85% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 0.58% | 0.55% | $52.9M | 77,057 | $46.9M | 78,457 | -1,400-1.78% | Reduce |
 MERCK & CO INCMRK |
| 0.56% | 0.58% | $51.6M | 401,189 | $48.9M | 406,382 | -5,193-1.28% | Reduce |
 AMPHENOL CORPAPH |
| 0.55% | 0.44% | $50.3M | 285,400 | $37.0M | 293,036 | -7,636-2.61% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.55% | 0.6% | $50.1M | 341,880 | $50.6M | 350,264 | -8,384-2.39% | Reduce |
 CABOT CORPCBT |
| 0.53% | 0.48% | $48.3M | 531,539 | $40.4M | 536,669 | -5,130-0.96% | Reduce |
 ISHARES TRFITB |
| 0.52% | 0.47% | $47.7M | 853,551 | $40.2M | 854,219 | -668-0.08% | Reduce |
 VISA INCV |
| 0.51% | 0.5% | $47.0M | 136,896 | $42.3M | 139,852 | -2,956-2.11% | Reduce |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.48% | 0.53% | $44.0M | 840,330 | $44.5M | 845,970 | -5,640-0.67% | Reduce |
| IISHARES TRIGIB |
| 0.45% | 0.47% | $41.4M | 779,415 | $39.5M | 741,489 | +37,926+5.11% | Add |
 LAM RESEARCH CORPLRCX |
| 0.44% | 0.24% | $40.3M | 92,938 | $20.1M | 94,142 | -1,204-1.28% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.41% | 0.49% | $37.9M | 40,475 | $41.2M | 41,304 | -829-2.01% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.37% | 0.35% | $34.4M | 46,031 | $29.3M | 45,026 | +1,005+2.23% | Add |
| IINVESCO KBW BANK ETFKBWB |
| 0.37% | 0.45% | $34.4M | 369,542 | $38.1M | 481,559 | -112,017-23.26% | Reduce |
 RTX CORPORATIONRTX |
| 0.37% | 0.42% | $33.8M | 178,211 | $35.3M | 182,768 | -4,557-2.49% | Reduce |
 ABBOTT LABORATORIESABT |
| 0.35% | 0.44% | $32.1M | 354,249 | $37.0M | 360,530 | -6,281-1.74% | Reduce |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.34% | 0.14% | $31.5M | 73,010 | $12.2M | 74,602 | -1,592-2.13% | Reduce |
 GE VERNOVA INCGEV |
| 0.34% | 0.28% | $31.3M | 26,639 | $23.6M | 27,043 | -404-1.49% | Reduce |
| TTIDAL TRUST IIIRGEF |
| 0.33% | 0.31% | $30.4M | 870,095 | $26.6M | 886,095 | -16,000-1.81% | Reduce |
