| IISHARES TRSGOV |
| 25.41% | 24.12% | $96.9M | 963,067 | $81.4M | 808,654 | +154,413+19.10% | Add |
| VVANGUARD INDEX FDSVOO |
| 19.71% | 21.17% | $75.1M | 109,970 | $71.5M | 109,218 | +752+0.69% | Add |
| SSTATE STREETSPYM |
| 5.71% | 4.99% | $21.8M | 248,874 | $16.9M | 201,213 | +47,661+23.69% | Add |
| DDIMENSIONAL ETF TRUSTDFSD |
| 3.19% | 3.29% | $12.2M | 254,953 | $11.1M | 232,241 | +22,712+9.78% | Add |
 APPLE INCAAPL |
| 2.52% | 2.21% | $9.6M | 28,832 | $7.5M | 27,669 | +1,163+4.20% | Add |
 META PLATFORMS INCMETA |
| 2.46% | 2.88% | $9.4M | 14,523 | $9.7M | 14,513 | +10+0.07% | Add |
| DDIMENSIONAL ETF TRUSTDFAC |
| 2.43% | 1.46% | $9.3M | 209,906 | $4.9M | 117,025 | +92,881+79.37% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 2% | 2.54% | $7.6M | 20,809 | $8.6M | 24,493 | -3,684-15.04% | Reduce |
| WWISDOMTREE TRWCLD |
| 1.89% | 1.7% | $7.2M | 206,798 | $5.7M | 210,060 | -3,262-1.55% | Reduce |
| IISHARES TRIVV |
| 1.85% | 2.02% | $7.1M | 9,468 | $6.8M | 9,539 | -71-0.74% | Reduce |
| DDIMENSIONAL ETF TRUSTDCOR |
| 1.64% | 0.88% | $6.2M | 76,109 | $3.0M | 38,189 | +37,920+99.30% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.59% | 1.88% | $6.1M | 107,068 | $6.3M | 111,098 | -4,030-3.63% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 1.32% | 1.38% | $5.0M | 60,233 | $4.7M | 57,342 | +2,891+5.04% | Add |
 OKTA INC CLASS AOKTA |
| 1.16% | 0.68% | $4.4M | 29,609 | $2.3M | 30,002 | -393-1.31% | Reduce |
 DOCUSIGN INCDOCU |
| 0.94% | 0.96% | $3.6M | 67,719 | $3.3M | 69,320 | -1,601-2.31% | Reduce |
| DDIMENSIONAL ETF TRUSTDFIC |
| 0.93% | 0.5% | $3.6M | 95,310 | $1.7M | 45,989 | +49,321+107.25% | Add |
 SALESFORCE INCCRM |
| 0.86% | 1.05% | $3.3M | 19,237 | $3.6M | 19,634 | -397-2.02% | Reduce |
 VEEVA SYS INCVEEV |
| 0.85% | 0.81% | $3.2M | 16,577 | $2.7M | 17,307 | -730-4.22% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.78% | 0.83% | $3.0M | 4,287 | $2.8M | 4,211 | +76+1.80% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.77% | 0.82% | $2.9M | 14,459 | $2.8M | 13,158 | +1,301+9.89% | Add |
| GGITLAB INCGTLB |
| 0.77% | 0.62% | $2.9M | 89,159 | $2.1M | 95,602 | -6,443-6.74% | Reduce |
 VISA INCV |
| 0.76% | 0.76% | $2.9M | 8,037 | $2.6M | 7,699 | +338+4.39% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.61% | 0.61% | $2.3M | 3,107 | $2.1M | 2,896 | +211+7.29% | Add |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 0.59% | 0.6% | $2.3M | 78,712 | $2.0M | 73,712 | +5,000+6.78% | Add |
 MICROSOFT CORPMSFT |
| 0.54% | 0.63% | $2.0M | 5,205 | $2.1M | 5,037 | +168+3.34% | Add |
 SERVICENOW INCNOW |
| 0.53% | 0.53% | $2.0M | 19,576 | $1.8M | 20,304 | -728-3.59% | Reduce |
| DDIMENSIONAL ETF TRUSTDFCF |
| 0.53% | 0.38% | $2.0M | 47,690 | $1.3M | 30,359 | +17,331+57.09% | Add |
| DDIMENSIONAL ETF TRUSTDFGX |
| 0.48% | 0.31% | $1.8M | 34,159 | $1.0M | 19,981 | +14,178+70.96% | Add |
 TWILIO INCTWLO |
| 0.47% | 2.16% | $1.8M | 8,694 | $7.3M | 51,691 | -42,997-83.18% | Reduce |
| IISHARES RUSSELLIWF |
| 0.45% | 0.51% | $1.7M | 14,414 | $1.7M | 14,414 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 0.44% | 0.44% | $1.7M | 4,881 | $1.5M | 4,290 | +591+13.78% | Add |
| DDIMENSIONAL ETF TRUSTDFAU |
| 0.44% | 0.59% | $1.7M | 32,436 | $2.0M | 40,416 | -7,980-19.74% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 0.44% | 0.45% | $1.7M | 9,476 | $1.5M | 9,476 | 00.00% | Unchanged |
| DDIMENSIONAL ETF TRUSTDFEM |
| 0.43% | 0.24% | $1.7M | 43,733 | $814,212 | 21,370 | +22,363+104.65% | Add |
| VVANGUARD WORLD FDESGV |
| 0.43% | 0.5% | $1.6M | 12,446 | $1.7M | 13,594 | -1,148-8.44% | Reduce |
 AMAZON COM INCAMZN |
| 0.39% | 0.43% | $1.5M | 6,060 | $1.4M | 5,478 | +582+10.62% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 0.38% | 0.47% | $1.5M | 18,851 | $1.6M | 20,237 | -1,386-6.85% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 0.36% | 0.38% | $1.4M | 5,839 | $1.3M | 5,837 | +2+0.03% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.36% | 0.38% | $1.4M | 6,331 | $1.3M | 6,331 | 00.00% | Unchanged |
 EXXON MOBIL CORPXOM |
| 0.36% | 0.34% | $1.4M | 9,321 | $1.1M | 7,366 | +1,955+26.54% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.31% | 0.4% | $1.2M | 2,254 | $1.4M | 3,001 | -747-24.89% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.3% | 0.28% | $1.1M | 10,020 | $934,561 | 9,062 | +958+10.57% | Add |
| DDIMENSIONAL ETF TRUSTDGCB |
| 0.28% | 0.18% | $1.1M | 19,906 | $612,809 | 11,287 | +8,619+76.36% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 0.26% | 0.28% | $1.0M | 9,158 | $938,422 | 9,158 | 00.00% | Unchanged |
| SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA |
| 0.25% | 0.26% | $935,521 | 1,796 | $877,419 | 1,796 | 00.00% | Unchanged |
 JOHN MARSHALL BANCORP INC COMJMSB |
| 0.24% | — | $911,665 | 41,103 | $0 | 0 | +41,103 | New Buy |
 APPLIED MATLS INCAMAT |
| 0.24% | 0.2% | $909,253 | 1,717 | $659,758 | 1,724 | -7-0.41% | Reduce |
 BROADCOM INCAVGO |
| 0.23% | 0.22% | $887,934 | 2,394 | $728,386 | 1,796 | +598+33.30% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.23% | 0.27% | $861,032 | 1,754 | $897,527 | 1,888 | -134-7.10% | Reduce |
| AAvantis US Small Cap Value ETFAVDV |
| 0.22% | 0.26% | $840,069 | 8,191 | $864,213 | 8,337 | -146-1.75% | Reduce |
