 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 6.04% | 6.57% | $23.2M | 31 | $22.3M | 31 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVOO |
| 5.9% | 5.82% | $22.7M | 33,029 | $19.7M | 32,999 | +30+0.09% | Add |
 APPLE INCAAPL |
| 2.8% | 2.66% | $10.8M | 37,215 | $9.0M | 35,454 | +1,761+4.97% | Add |
| IISHARES COREIJH |
| 2.29% | 2.29% | $8.8M | 114,257 | $7.8M | 114,898 | -641-0.56% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.25% | 1.81% | $8.7M | 11,607 | $6.1M | 9,440 | +2,167+22.96% | Add |
| IISHARES TRIVV |
| 2.11% | 1.99% | $8.1M | 10,813 | $6.7M | 10,299 | +514+4.99% | Add |
 MICROSOFT CORPMSFT |
| 2.06% | 2.33% | $7.9M | 21,278 | $7.9M | 21,288 | -10-0.05% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.89% | 2.19% | $7.3M | 14,529 | $7.4M | 15,465 | -936-6.05% | Reduce |
 ALPHABET INCGOOGL |
| 1.85% | 1.71% | $7.1M | 19,908 | $5.8M | 20,169 | -261-1.29% | Reduce |
 ELI LILLY & COLLY |
| 1.78% | 1.54% | $6.8M | 5,700 | $5.2M | 5,683 | +17+0.30% | Add |
 JPMORGAN CHASE & COJPM |
| 1.72% | 1.75% | $6.6M | 20,184 | $5.9M | 20,211 | -27-0.13% | Reduce |
| VVANGUARD TOTALBND |
| 1.67% | 1.68% | $6.4M | 87,680 | $5.7M | 77,347 | +10,333+13.36% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 1.6% | 1.69% | $6.2M | 59,225 | $5.7M | 58,839 | +386+0.66% | Add |
 AMAZON COM INCAMZN |
| 1.59% | 1.57% | $6.1M | 25,696 | $5.3M | 25,601 | +95+0.37% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.5% | 1.53% | $5.8M | 24,353 | $5.2M | 24,116 | +237+0.98% | Add |
| AAlphabet Inc Class CGOOG |
| 1.39% | 1.29% | $5.4M | 15,175 | $4.4M | 15,253 | -78-0.51% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.19% | 1.44% | $4.6M | 4,900 | $4.9M | 4,897 | +3+0.06% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.18% | 1.13% | $4.5M | 51,483 | $3.8M | 10,384 | +41,099+395.79% | Add |
 VISA INCV |
| 1.17% | 1.14% | $4.5M | 13,128 | $3.9M | 12,799 | +329+2.57% | Add |
| IISHARES S&PIVE |
| 1.15% | 1.21% | $4.4M | 19,466 | $4.1M | 19,466 | 00.00% | Unchanged |
| VVANGUARD WORLD FDMGV |
| 1.14% | 1.15% | $4.4M | 26,770 | $3.9M | 26,770 | 00.00% | Unchanged |
 JOHNSON & JOHNSONJNJ |
| 1.11% | 1.16% | $4.3M | 16,748 | $3.9M | 16,077 | +671+4.17% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.08% | 1.07% | $4.1M | 11,182 | $3.6M | 11,279 | -97-0.86% | Reduce |
| IISHARES TRIEFA |
| 0.98% | 0.94% | $3.8M | 39,202 | $3.2M | 35,153 | +4,049+11.52% | Add |
 META PLATFORMS INCMETA |
| 0.92% | 1.03% | $3.5M | 6,264 | $3.5M | 6,077 | +187+3.08% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.9% | 0.66% | $3.5M | 40,365 | $2.2M | 5,129 | +35,236+687.00% | Add |
| IINVESCO QQQ TRVOO |
| 0.89% | 0.79% | $3.4M | 4,648 | $2.7M | 4,626 | +22+0.48% | Add |
| VVANGUARD FSTEVWO |
| 0.86% | 0.89% | $3.3M | 55,536 | $3.0M | 55,651 | -115-0.21% | Reduce |
| IISHARES COREIJR |
| 0.84% | 0.77% | $3.2M | 21,644 | $2.6M | 20,890 | +754+3.61% | Add |
 ABBVIE INCABBV |
| 0.83% | 0.76% | $3.2M | 12,680 | $2.6M | 11,845 | +835+7.05% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.74% | 0.37% | $2.8M | 13,043 | $1.2M | 6,433 | +6,610+102.75% | Add |
| BBANK OF AMER CORPBAC |
| 0.74% | 0.64% | $2.8M | 49,711 | $2.2M | 44,386 | +5,325+12.00% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.72% | 0.81% | $2.8M | 46,685 | $2.7M | 46,011 | +674+1.46% | Add |
| VVANGUARD SCOTTSDALE FDSVGSH |
| 0.65% | 0.74% | $2.5M | 43,258 | $2.5M | 42,600 | +658+1.54% | Add |
 PROCTER & GAMBLE COPG |
| 0.65% | 0.73% | $2.5M | 17,016 | $2.5M | 17,230 | -214-1.24% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.65% | 0.55% | $2.5M | 12,464 | $1.9M | 10,690 | +1,774+16.59% | Add |
| IISHARES TRGVI |
| 0.62% | 0.67% | $2.4M | 22,484 | $2.3M | 21,428 | +1,056+4.93% | Add |
| IISHARES TRIVW |
| 0.55% | 0.52% | $2.1M | 15,270 | $1.8M | 15,506 | -236-1.52% | Reduce |
| IISHARES TRDVY |
| 0.54% | 0.6% | $2.1M | 13,382 | $2.0M | 13,382 | 00.00% | Unchanged |
| IISHARES TRIJJ |
| 0.54% | 0.55% | $2.1M | 14,023 | $1.9M | 14,124 | -101-0.72% | Reduce |
| IISHARES INCIEMG |
| 0.54% | 0.43% | $2.1M | 24,843 | $1.5M | 21,092 | +3,751+17.78% | Add |
 CHEVRON CORPORATIONCVX |
| 0.53% | 0.72% | $2.0M | 12,304 | $2.4M | 11,795 | +509+4.32% | Add |
 CISCO SYS INCCSCO |
| 0.51% | 0.38% | $2.0M | 16,778 | $1.3M | 16,778 | 00.00% | Unchanged |
 WELLS FARGO CO NEWWFC |
| 0.5% | 0.56% | $1.9M | 23,185 | $1.9M | 23,977 | -792-3.30% | Reduce |
| IISHARES TRGVI |
| 0.44% | 0.5% | $1.7M | 15,860 | $1.7M | 15,873 | -13-0.08% | Reduce |
 COCA COLA COKO |
| 0.43% | 0.34% | $1.7M | 20,350 | $1.1M | 15,029 | +5,321+35.40% | Add |
| IISHARES TRAGG |
| 0.43% | 0.48% | $1.6M | 16,576 | $1.6M | 16,441 | +135+0.82% | Add |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.42% | 0.39% | $1.6M | 19,559 | $1.3M | 3,262 | +16,297+499.60% | Add |
| IISHARES TRILCG |
| 0.41% | 0.38% | $1.6M | 13,502 | $1.3M | 13,507 | -5-0.04% | Reduce |
 MCDONALDS CORPMCD |
| 0.38% | 0.48% | $1.5M | 5,441 | $1.6M | 5,256 | +185+3.52% | Add |
