| VVANGUARD INDEX FDSVOO |
| 50.4% | 49.43% | $86.2M | 125,575 | $76.1M | 127,416 | -1,841-1.44% | Reduce |
| VVANGUARD MIDVO |
| 26.26% | 26.15% | $44.9M | 557,784 | $40.3M | 140,240 | +417,544+297.74% | Add |
| DDIMENSIONAL US REAL ESTATE ETFDFAR |
| 8.31% | 8.18% | $14.2M | 543,699 | $12.6M | 532,481 | +11,218+2.11% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 6.77% | 7.2% | $11.6M | 148,686 | $11.1M | 141,360 | +7,326+5.18% | Add |
| IISHARES TRIVV |
| 4.77% | 5.21% | $8.2M | 10,890 | $8.0M | 12,286 | -1,396-11.36% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 1.12% | 1.15% | $1.9M | 5,558 | $1.8M | 5,534 | +24+0.43% | Add |
| IISHARES TRAOA |
| 0.48% | 0.45% | $813,143 | 8,331 | $692,118 | 7,821 | +510+6.52% | Add |
| IISHARES TRAOR |
| 0.47% | 0.47% | $807,340 | 11,616 | $724,806 | 11,263 | +353+3.13% | Add |
 AMAZON COM INCAMZN |
| 0.37% | 0.37% | $639,705 | 2,684 | $569,827 | 2,736 | -52-1.90% | Reduce |
| VVANGUARD INDEX FDSVNQ |
| 0.36% | 0.46% | $621,947 | 6,450 | $703,460 | 7,931 | -1,481-18.67% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.24% | 0.24% | $409,415 | 1,874 | $370,689 | 1,870 | +4+0.21% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.2% | 0.24% | $348,535 | 3,971 | $376,443 | 4,053 | -82-2.02% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.12% | — | $209,014 | 664 | $0 | 0 | +664 | New Buy |
 MICROSOFT CORPMSFT |
| 0.12% | 0.16% | $205,161 | 550 | $242,461 | 655 | -105-16.03% | Reduce |
