| VVANGUARD INDEX FDSVUG |
| 5.79% | 5.47% | $22.1M | 256,418 | $18.4M | 42,104 | +214,314+509.01% | Add |
 MICROSOFT CORPMSFT |
| 5.07% | 5.78% | $19.3M | 51,834 | $19.4M | 52,508 | -674-1.28% | Reduce |
| VVANGUARD WORLD FDVGT |
| 5.02% | 4.39% | $19.1M | 159,986 | $14.8M | 21,175 | +138,811+655.54% | Add |
 APPLE INCAAPL |
| 4.19% | 4.21% | $16.0M | 55,191 | $14.1M | 55,724 | -533-0.96% | Reduce |
| VVANGUARD INDEX FDSVV |
| 3.94% | 3.78% | $15.0M | 43,665 | $12.7M | 42,561 | +1,104+2.59% | Add |
| SSCHWAB STRATEGIC TRSCHF |
| 3.87% | 3.84% | $14.7M | 532,437 | $12.9M | 521,674 | +10,763+2.06% | Add |
| VVANGUARD INDEX FDSVTV |
| 3.77% | 3.77% | $14.4M | 66,023 | $12.7M | 64,572 | +1,451+2.25% | Add |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 3.65% | 3.49% | $13.9M | 411,525 | $11.7M | 402,761 | +8,764+2.18% | Add |
 AMAZON COM INCAMZN |
| 3.43% | 3.47% | $13.1M | 54,781 | $11.7M | 56,008 | -1,227-2.19% | Reduce |
| VVANGUARD INDEX FDSVB |
| 3.17% | 3.06% | $12.1M | 39,856 | $10.3M | 39,232 | +624+1.59% | Add |
 ALPHABET INCGOOGL |
| 3.09% | 2.86% | $11.8M | 32,908 | $9.6M | 33,421 | -513-1.53% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 2.23% | 2.91% | $8.5M | 9,094 | $9.8M | 9,805 | -711-7.25% | Reduce |
 GOLDMAN SACHS GROUP INCGS |
| 2.19% | 2.12% | $8.4M | 8,261 | $7.1M | 8,437 | -176-2.09% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 2.08% | 2.02% | $7.9M | 39,614 | $6.8M | 38,957 | +657+1.69% | Add |
| VVANGUARD SMALLVBR |
| 1.92% | 2.02% | $7.3M | 30,097 | $6.8M | 31,191 | -1,094-3.51% | Reduce |
| VVANGUARD INDEX FDSVBK |
| 1.79% | 1.67% | $6.8M | 18,618 | $5.6M | 18,569 | +49+0.26% | Add |
 VERTIV HOLDINGS COVRT |
| 1.66% | 1.48% | $6.3M | 18,943 | $5.0M | 19,880 | -937-4.71% | Reduce |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 1.66% | 1.61% | $6.3M | 181,501 | $5.4M | 177,645 | +3,856+2.17% | Add |
| VVANGUARD BD INDEX FDSBIV |
| 1.62% | 1.76% | $6.2M | 80,475 | $5.9M | 76,809 | +3,666+4.77% | Add |
| VVANGUARD BD INDEX FDSBLV |
| 1.5% | 1.66% | $5.7M | 82,969 | $5.6M | 81,122 | +1,847+2.28% | Add |
| AAPPLOVIN CORPAPP |
| 1.46% | 1.49% | $5.6M | 10,807 | $5.0M | 12,627 | -1,820-14.41% | Reduce |
 JPMORGAN CHASE & COJPM |
| 1.46% | 1.41% | $5.6M | 16,987 | $4.7M | 16,119 | +868+5.38% | Add |
 BROADCOM INCAVGO |
| 1.43% | 1.34% | $5.4M | 14,404 | $4.5M | 14,608 | -204-1.40% | Reduce |
 NATERA INCNTRA |
| 1.39% | 1.14% | $5.3M | 19,553 | $3.8M | 19,237 | +316+1.64% | Add |
| VVANGUARD BD INDEX FDSVUSB |
| 1.38% | 3.27% | $5.3M | 105,776 | $11.0M | 221,038 | -115,262-52.15% | Reduce |
| VVANGUARD FTSEVEA |
| 1.36% | 1.34% | $5.2M | 72,812 | $4.5M | 70,466 | +2,346+3.33% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.35% | 1% | $5.2M | 12,411 | $3.4M | 12,400 | +11+0.09% | Add |
 ECOLAB INCECL |
| 1.34% | 1.39% | $5.1M | 18,338 | $4.7M | 17,556 | +782+4.45% | Add |
 CUMMINS INCCMI |
| 1.27% | 1.05% | $4.8M | 6,763 | $3.5M | 6,540 | +223+3.41% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 1.25% | 1.36% | $4.7M | 101,397 | $4.6M | 97,082 | +4,315+4.44% | Add |
 MARRIOTT INTL INC NEWMAR |
| 1.21% | 0.28% | $4.6M | 12,484 | $956,353 | 2,924 | +9,560+326.95% | Add |
| IISHARES TRGVI |
| 1.15% | 1.29% | $4.4M | 40,562 | $4.3M | 40,967 | -405-0.99% | Reduce |
| IISHARES TRIVV |
| 1.12% | 1.1% | $4.3M | 5,679 | $3.7M | 5,676 | +3+0.05% | Add |
| VVANGUARD TOTALBND |
| 1.1% | 1.14% | $4.2M | 57,230 | $3.8M | 51,998 | +5,232+10.06% | Add |
 VANECK ETF TRUSTSMH |
| 1.04% | 0.86% | $3.9M | 6,017 | $2.9M | 7,508 | -1,491-19.86% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1% | 0.99% | $3.8M | 5,111 | $3.3M | 5,099 | +12+0.24% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.99% | 0.81% | $3.8M | 15,002 | $2.7M | 15,002 | 00.00% | Unchanged |
| TTERADYNE INCTER |
| 0.98% | — | $3.7M | 7,719 | $0 | 0 | +7,719 | New Buy |
| VVANGUARD BD INDEX FDSBSV |
| 0.84% | 0.88% | $3.2M | 41,220 | $3.0M | 37,777 | +3,443+9.11% | Add |
 LAM RESEARCH CORPLRCX |
| 0.82% | — | $3.1M | 7,217 | $0 | 0 | +7,217 | New Buy |
| IISHARES INCIEMG |
| 0.78% | 0.72% | $3.0M | 35,994 | $2.4M | 34,845 | +1,149+3.30% | Add |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.69% | 0.75% | $2.6M | 71,441 | $2.5M | 68,224 | +3,217+4.72% | Add |
| SSSGA ACTIVE ETF TRWIP |
| 0.67% | 0.69% | $2.6M | 64,911 | $2.3M | 58,778 | +6,133+10.43% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.64% | 0.8% | $2.4M | 10,309 | $2.7M | 12,551 | -2,242-17.86% | Reduce |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.61% | 0.68% | $2.3M | 92,304 | $2.3M | 92,752 | -448-0.48% | Reduce |
 META PLATFORMS INCMETA |
| 0.61% | 1.17% | $2.3M | 4,111 | $3.9M | 6,855 | -2,744-40.03% | Reduce |
| IINVESCO EXCH TRADED FD TR IIPZA |
| 0.59% | 0.65% | $2.2M | 95,441 | $2.2M | 95,690 | -249-0.26% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 0.58% | 0.65% | $2.2M | 43,593 | $2.2M | 43,683 | -90-0.21% | Reduce |
 AMPHENOL CORPAPH |
| 0.56% | 0.46% | $2.2M | 12,196 | $1.6M | 12,370 | -174-1.41% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.54% | 0.57% | $2.1M | 24,983 | $1.9M | 23,219 | +1,764+7.60% | Add |
