 APPLE INCAAPL |
| 7.51% | 7.53% | $21.2M | 90,930 | $19.2M | 91,222 | -292-0.32% | Reduce |
 MICROSOFT CORPMSFT |
| 4.81% | 5.55% | $13.6M | 31,510 | $14.1M | 31,646 | -136-0.43% | Reduce |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 4.01% | 4.11% | $11.3M | 170,121 | $10.5M | 166,863 | +3,258+1.95% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.11% | 3.06% | $8.8M | 19,072 | $7.8M | 19,184 | -112-0.58% | Reduce |
| SSCHWAB USSCHX |
| 3.11% | 2.88% | $8.8M | 129,121 | $7.3M | 114,312 | +14,809+12.95% | Add |
| VVANGUARD WORLD FDVGT |
| 2.83% | 2.95% | $8.0M | 13,584 | $7.5M | 13,067 | +517+3.96% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 2.36% | 2.25% | $6.7M | 37,202 | $5.7M | 34,856 | +2,346+6.73% | Add |
| SSPDR SERIES TRUSTSDY |
| 2.14% | 2.09% | $6.0M | 42,556 | $5.3M | 41,987 | +569+1.36% | Add |
| VVANGUARD INDEX FDSVB |
| 1.78% | 1.54% | $5.0M | 21,198 | $3.9M | 18,025 | +3,173+17.60% | Add |
 ALPHABET INCGOOGL |
| 1.67% | 1.98% | $4.7M | 28,368 | $5.1M | 27,773 | +595+2.14% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 1.66% | 1.62% | $4.7M | 113,993 | $4.1M | 107,664 | +6,329+5.88% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 1.47% | 1.52% | $4.2M | 81,186 | $3.9M | 77,405 | +3,781+4.88% | Add |
| IISHARES TRIVV |
| 1.39% | 1.2% | $3.9M | 6,804 | $3.1M | 5,586 | +1,218+21.80% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.37% | 1.39% | $3.9M | 30,196 | $3.5M | 29,853 | +343+1.15% | Add |
| SSCHWAB STRATEGIC TRSCHM |
| 1.32% | 1.34% | $3.7M | 44,889 | $3.4M | 43,983 | +906+2.06% | Add |
| VVANGUARD MIDVO |
| 1.27% | 1.2% | $3.6M | 13,544 | $3.1M | 12,632 | +912+7.22% | Add |
| VVANGUARD INDEX FDSVXF |
| 1.25% | 1.29% | $3.5M | 19,378 | $3.3M | 19,536 | -158-0.81% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.23% | 1.26% | $3.5M | 21,446 | $3.2M | 21,926 | -480-2.19% | Reduce |
| SSCHWAB USSCHA |
| 1.2% | 1.21% | $3.4M | 65,666 | $3.1M | 64,967 | +699+1.08% | Add |
 ELI LILLY & COLLY |
| 1.2% | 1.1% | $3.4M | 3,813 | $2.8M | 3,107 | +706+22.72% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.19% | 1.25% | $3.3M | 6,335 | $3.2M | 6,351 | -16-0.25% | Reduce |
| VVANGUARD SCOTTSDALE FDSVONG |
| 1.17% | 1.25% | $3.3M | 34,074 | $3.2M | 33,902 | +172+0.51% | Add |
 MCDONALDS CORPMCD |
| 1.16% | 1.07% | $3.3M | 10,704 | $2.7M | 10,697 | +7+0.07% | Add |
| VVANGUARD HEALTHVHT |
| 1.13% | 1.13% | $3.2M | 11,274 | $2.9M | 10,791 | +483+4.48% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 1.04% | 1.04% | $2.9M | 14,861 | $2.7M | 14,558 | +303+2.08% | Add |
 AMAZON COM INCAMZN |
| 1.01% | 1.11% | $2.8M | 15,251 | $2.8M | 14,710 | +541+3.68% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.96% | 1.02% | $2.7M | 3,056 | $2.6M | 3,064 | -8-0.26% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.93% | 0.95% | $2.6M | 9,232 | $2.4M | 9,089 | +143+1.57% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.9% | 0.89% | $2.5M | 5,121 | $2.3M | 5,121 | 00.00% | Unchanged |
 PROCTER & GAMBLE COPG |
| 0.86% | 0.92% | $2.4M | 14,017 | $2.3M | 14,159 | -142-1.00% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 0.83% | 0.64% | $2.3M | 11,662 | $1.6M | 8,303 | +3,359+40.46% | Add |
 AUTODESK INCADSK |
| 0.79% | 0.72% | $2.2M | 8,097 | $1.8M | 7,445 | +652+8.76% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.78% | 0.89% | $2.2M | 18,130 | $2.3M | 18,374 | -244-1.33% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.72% | 0.78% | $2.0M | 19,605 | $2.0M | 19,611 | -6-0.03% | Reduce |
| VVANGUARD FTSEVEA |
| 0.69% | 0.52% | $2.0M | 37,101 | $1.3M | 27,003 | +10,098+37.40% | Add |
| SSCHWAB STRATEGIC TRSCHD |
| 0.63% | 0.63% | $1.8M | 21,086 | $1.6M | 20,692 | +394+1.90% | Add |
 META PLATFORMS INCMETA |
| 0.63% | 0.66% | $1.8M | 3,086 | $1.7M | 3,354 | -268-7.99% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.62% | 0.6% | $1.7M | 9,944 | $1.5M | 9,552 | +392+4.10% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.6% | 0.66% | $1.7M | 27,078 | $1.7M | 28,717 | -1,639-5.71% | Reduce |
| SSCHWAB STRATEGIC TRSCHE |
| 0.58% | 0.58% | $1.6M | 56,131 | $1.5M | 55,824 | +307+0.55% | Add |
 TESLA INCTSLA |
| 0.56% | 0.47% | $1.6M | 6,009 | $1.2M | 6,045 | -36-0.60% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.55% | 0.57% | $1.6M | 3,177 | $1.5M | 3,032 | +145+4.78% | Add |
 PEPSICO INCPEP |
| 0.55% | 0.59% | $1.5M | 9,092 | $1.5M | 9,084 | +8+0.09% | Add |
| VVANGUARD FSTEVWO |
| 0.55% | 0.43% | $1.5M | 32,186 | $1.1M | 24,807 | +7,379+29.75% | Add |
 WALMART INCWMT |
| 0.51% | 0.48% | $1.4M | 17,949 | $1.2M | 17,975 | -26-0.14% | Reduce |
 HOME DEPOT INCHD |
| 0.51% | 0.52% | $1.4M | 3,561 | $1.3M | 3,884 | -323-8.32% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.51% | 0.54% | $1.4M | 6,823 | $1.4M | 6,771 | +52+0.77% | Add |
| IISHARES COREIJR |
| 0.5% | 0.44% | $1.4M | 12,114 | $1.1M | 10,595 | +1,519+14.34% | Add |
| IISHARES COREIJH |
| 0.49% | 0.45% | $1.4M | 22,187 | $1.1M | 19,435 | +2,752+14.16% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.49% | 0.53% | $1.4M | 30,589 | $1.3M | 32,534 | -1,945-5.98% | Reduce |
