I ISHARES TR AGG
10.18% 10.76% $109.1M 1.1M $103.4M 1.0M +59,992 +5.76% Add I ISHARES TR IEFA
9.13% 9.03% $97.9M 1.0M $86.8M 958,261 +55,117 +5.75% Add D DIMENSIONAL ETF TRUST DFCF
5.44% 5.66% $58.3M 1.4M $54.4M 1.3M +94,379 +7.33% Add I ISHARES CORE IJR
4.3% 3.92% $46.1M 310,610 $37.6M 302,697 +7,913 +2.61% Add I ISHARES CORE IJH
3.82% 3.58% $40.9M 530,909 $34.4M 510,013 +20,896 +4.10% Add BERKSHIRE HATHAWAY INC DEL BRK.B
3.41% 3.67% $36.6M 73,061 $35.3M 73,700 -639 -0.87% Reduce APPLE INC AAPL
2.88% 2.85% $30.8M 106,571 $27.4M 108,058 -1,487 -1.38% Reduce V VANGUARD WHITEHALL FDS VYM
2.67% 2.79% $28.6M 181,141 $26.8M 181,034 +107 +0.06% Add S SPDR SERIES TRUST SDY
2.58% 2.76% $27.6M 181,578 $26.6M 182,040 -462 -0.25% Reduce V VANGUARD SPECIALIZED FUNDS VIG
2.53% 2.57% $27.2M 114,747 $24.7M 114,960 -213 -0.19% Reduce D DIMENSIONAL ETF TRUST DFNM
2.51% 2.41% $26.9M 556,651 $23.1M 482,789 +73,862 +15.30% Add V VANGUARD BD INDEX FDS BSV
2.31% 2.5% $24.8M 318,097 $24.0M 305,899 +12,198 +3.99% Add ALPHABET INC GOOGL
2.29% 2.08% $24.5M 68,674 $20.0M 69,681 -1,007 -1.45% Reduce V VANGUARD SCOTTSDALE FDS VCSH
2.23% 2.64% $23.8M 301,767 $25.4M 320,527 -18,760 -5.85% Reduce S STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF XLV
2.09% 2.18% $22.4M 141,334 $20.9M 142,582 -1,248 -0.88% Reduce D DIMENSIONAL US DFUV
2.07% 1.78% $22.2M 402,895 $17.1M 353,811 +49,084 +13.87% Add I INVESCO S&P SPHQ
2.03% 1.93% $21.8M 242,025 $18.5M 246,520 -4,495 -1.82% Reduce V VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES VOOG
2% 1.59% $21.4M 258,813 $15.3M 37,598 +221,215 +588.37% Add D DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX
1.97% 1.43% $21.2M 574,324 $13.8M 404,889 +169,435 +41.85% Add S SCHWAB STRATEGIC TR SCHD
1.97% 2.15% $21.1M 666,565 $20.7M 673,097 -6,532 -0.97% Reduce V VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES VOOV
1.62% 1.49% $17.3M 79,037 $14.3M 70,382 +8,655 +12.30% Add D DIMENSIONAL ETF TRUST DFEV
1.35% 1.29% $14.5M 339,406 $12.4M 345,603 -6,197 -1.79% Reduce AMAZON COM INC AMZN
1.13% 1.1% $12.1M 50,632 $10.5M 50,552 +80 +0.16% Add V VANGUARD MUN BD FDS VTEB
1.07% 0.88% $11.5M 227,560 $8.5M 169,422 +58,138 +34.32% Add I ISHARES RUSSELL IWB
0.96% 0.94% $10.3M 25,154 $9.0M 25,347 -193 -0.76% Reduce G GENERAL DYNAMICS CORP GD
0.93% 0.9% $10.0M 27,042 $8.7M 27,037 +5 +0.02% Add I ISHARES TR IGM
0.85% 0.69% $9.2M 55,973 $6.6M 55,973 0 0.00% Unchanged V VANGUARD MALVERN FDS VTIP
0.85% 0.89% $9.1M 181,998 $8.6M 171,634 +10,364 +6.04% Add V VANGUARD TOTAL BND
0.84% 0.94% $9.0M 122,146 $9.1M 123,245 -1,099 -0.89% Reduce A Alphabet Inc Class C GOOG
0.8% 0.73% $8.6M 24,306 $7.1M 24,623 -317 -1.29% Reduce JPMORGAN CHASE & CO JPM
0.79% 0.8% $8.4M 25,815 $7.7M 26,288 -473 -1.80% Reduce SYSCO CORP COM SYY
0.75% 0.72% $8.1M 96,531 $6.9M 96,458 +73 +0.08% Add V VANGUARD FTSE VEA
0.74% 0.75% $7.9M 111,135 $7.2M 112,208 -1,073 -0.96% Reduce S SPDR SERIES TRUST BIL
0.66% 0.76% $7.1M 77,762 $7.3M 79,593 -1,831 -2.30% Reduce I ISHARES TR IVV
0.66% 0.65% $7.1M 9,499 $6.3M 9,596 -97 -1.01% Reduce CHEVRON CORPORATION CVX
0.6% 0.84% $6.5M 38,994 $8.1M 39,081 -87 -0.22% Reduce J J P MORGAN EXCHANGE TRADED F JMST
0.58% 0.6% $6.2M 122,067 $5.8M 113,075 +8,992 +7.95% Add W WISDOMTREE TR DLN
0.56% 0.57% $6.0M 62,709 $5.5M 61,513 +1,196 +1.94% Add I ISHARES S&P SMALL-CAP 600 VALUE ETF IJS
0.53% 0.51% $5.7M 41,616 $4.9M 41,679 -63 -0.15% Reduce V VANGUARD INTL EQUITY INDEX F VEU
0.51% 0.53% $5.5M 65,393 $5.1M 67,749 -2,356 -3.48% Reduce I ISHARES TR IVW
0.48% 0.45% $5.1M 37,256 $4.3M 38,201 -945 -2.47% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.46% 0.43% $4.9M 6,570 $4.2M 6,384 +186 +2.91% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.42% 0.45% $4.5M 6 $4.3M 6 0 0.00% Unchanged EXXON MOBIL CORP XOM
0.4% 0.55% $4.3M 31,363 $5.3M 31,410 -47 -0.15% Reduce I ISHARES TR DVY
0.4% 0.44% $4.3M 27,245 $4.2M 27,883 -638 -2.29% Reduce MICROSOFT CORP MSFT
0.39% 0.44% $4.2M 11,195 $4.2M 11,453 -258 -2.25% Reduce D DIMENSIONAL ETF TRUST DFSD
0.38% 0.43% $4.1M 85,928 $4.2M 87,136 -1,208 -1.39% Reduce I ISHARES MSCI EAFE ETF EFA
0.34% 0.36% $3.6M 34,866 $3.4M 35,196 -330 -0.94% Reduce V VANGUARD INDEX FDS VB
0.32% 0.31% $3.4M 11,182 $2.9M 11,196 -14 -0.13% Reduce I ISHARES MSCI ACWI EX U.S. ETF ACWX
0.31% 0.31% $3.4M 44,179 $3.0M 44,169 +10 +0.02% Add 
