 NVIDIA CORPORATIONNVDA |
| 3.58% | 3.95% | $294.9M | 1.5M | $242.9M | 1.4M | +81,232+5.83% | Add |
| IISHARES TRIVV |
| 3.51% | 3.56% | $288.5M | 385,273 | $218.9M | 335,046 | +50,227+14.99% | Add |
 APPLE INCAAPL |
| 3.3% | 3.75% | $271.2M | 937,349 | $231.1M | 910,403 | +26,946+2.96% | Add |
 AMAZON COM INCAMZN |
| 1.98% | 1.84% | $163.3M | 684,960 | $112.9M | 542,167 | +142,793+26.34% | Add |
 MICROSOFT CORPMSFT |
| 1.87% | 2.4% | $154.0M | 412,898 | $147.6M | 398,679 | +14,219+3.57% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.79% | 1.75% | $147.1M | 214,238 | $107.7M | 180,299 | +33,939+18.82% | Add |
| AAMERICAN CENTY ETF TRAVLV |
| 1.76% | 1.66% | $145.3M | 1.6M | $102.3M | 1.3M | +323,225+25.46% | Add |
| VVANGUARD SCOTTSDALE FDSVONG |
| 1.76% | 1.51% | $144.8M | 1.1M | $92.9M | 846,825 | +286,493+33.83% | Add |
 ALPHABET INCGOOGL |
| 1.64% | 1.69% | $134.6M | 376,715 | $103.9M | 361,410 | +15,305+4.23% | Add |
 BROADCOM INCAVGO |
| 1.35% | 1.45% | $111.2M | 294,393 | $89.0M | 287,546 | +6,847+2.38% | Add |
| AAlphabet Inc Class CGOOG |
| 1.29% | 0.92% | $106.5M | 301,336 | $56.9M | 198,365 | +102,971+51.91% | Add |
| DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 1.2% | 0.98% | $99.1M | 2.4M | $60.6M | 1.6M | +846,281+54.42% | Add |
| PPGIM TOTAL RETURN BOND ETFPTRB |
| 1.11% | 1.17% | $91.6M | 2.2M | $71.7M | 1.7M | +481,085+27.84% | Add |
| IISHARES TRIQLT |
| 1.02% | 0.85% | $84.0M | 1.7M | $52.4M | 1.1M | +561,963+49.55% | Add |
 ELI LILLY & COLLY |
| 0.99% | 0.99% | $81.4M | 67,842 | $60.9M | 66,192 | +1,650+2.49% | Add |
 META PLATFORMS INCMETA |
| 0.98% | 1% | $80.5M | 142,856 | $61.6M | 107,625 | +35,231+32.73% | Add |
| IISHARES COREIJH |
| 0.89% | 0.85% | $72.9M | 945,584 | $52.3M | 775,050 | +170,534+22.00% | Add |
 JPMORGAN CHASE & COJPM |
| 0.88% | 1.05% | $72.4M | 221,179 | $64.4M | 219,080 | +2,099+0.96% | Add |
| PPIMCO ETF TRCMDT |
| 0.87% | 0.9% | $71.5M | 2.3M | $55.5M | 1.7M | +611,876+35.61% | Add |
| IINVESCO QQQ TRVOO |
| 0.85% | 0.91% | $70.0M | 95,002 | $55.8M | 96,607 | -1,605-1.66% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.84% | 0.82% | $69.4M | 580,586 | $50.6M | 72,498 | +508,088+700.83% | Add |
| AAMERICAN CENTY ETF TRAVEM |
| 0.83% | 0.67% | $68.4M | 709,099 | $41.3M | 512,926 | +196,173+38.25% | Add |
| HHARTFORD FDS EXCHANGE TRADEDHCRB |
| 0.83% | 0.88% | $67.9M | 1.9M | $54.1M | 1.5M | +397,650+25.76% | Add |
| PPIMCO ETF TRPYLD |
| 0.81% | 0.79% | $66.3M | 2.5M | $48.7M | 1.9M | +641,944+34.56% | Add |
 PALO ALTOPANW |
| 0.78% | 0.34% | $64.4M | 188,976 | $20.7M | 128,813 | +60,163+46.71% | Add |
 CORNING INCGLW |
| 0.75% | 0.6% | $61.8M | 241,930 | $37.1M | 272,591 | -30,661-11.25% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.73% | 0.3% | $59.8M | 102,977 | $18.6M | 91,551 | +11,426+12.48% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.71% | 0.89% | $58.8M | 997,614 | $54.7M | 917,728 | +79,886+8.70% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.71% | 0.92% | $58.3M | 705,578 | $56.6M | 684,128 | +21,450+3.14% | Add |
| IISHARES TRUSRT |
| 0.68% | 0.55% | $55.9M | 841,122 | $34.1M | 576,209 | +264,913+45.98% | Add |
 COSTCO WHOLESALE CORPORATIONCOST |
| 0.67% | 0.89% | $55.0M | 58,774 | $54.8M | 55,033 | +3,741+6.80% | Add |
 GE VERNOVA INCGEV |
| 0.64% | 0.61% | $52.8M | 44,965 | $37.6M | 43,087 | +1,878+4.36% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.64% | 0.72% | $52.7M | 105,406 | $44.3M | 92,449 | +12,957+14.02% | Add |
| IISHARES MSCIQUAL |
| 0.64% | 0.83% | $52.3M | 238,441 | $51.1M | 266,639 | -28,198-10.58% | Reduce |
| IINVESCO EXCHANGE TRADED FD TXSMO |
| 0.63% | 0.48% | $51.9M | 554,308 | $29.6M | 389,278 | +165,030+42.39% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.63% | 0.62% | $51.5M | 69,012 | $38.0M | 58,427 | +10,585+18.12% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 0.63% | 0.74% | $51.5M | 911,781 | $45.6M | 804,512 | +107,269+13.33% | Add |
 WALMART INCWMT |
| 0.62% | 0.82% | $50.7M | 447,783 | $50.7M | 407,717 | +40,066+9.83% | Add |
| AAVANTIS U SAVUV |
| 0.58% | 0.49% | $47.9M | 384,161 | $30.4M | 274,846 | +109,315+39.77% | Add |
 TESLA INCTSLA |
| 0.58% | 0.56% | $47.4M | 112,627 | $34.5M | 92,722 | +19,905+21.47% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 0.54% | 0.6% | $44.6M | 725,799 | $36.6M | 659,577 | +66,222+10.04% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.52% | 0.5% | $43.0M | 83,676 | $31.0M | 62,078 | +21,598+34.79% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.5% | 0.53% | $41.0M | 161,278 | $32.8M | 134,086 | +27,192+20.28% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.49% | 0.19% | $40.6M | 35,144 | $11.4M | 33,757 | +1,387+4.11% | Add |
 HOME DEPOT INCHD |
| 0.49% | 0.59% | $40.1M | 113,702 | $36.6M | 111,152 | +2,550+2.29% | Add |
| JJANUS HENDERSONJAAA |
| 0.47% | 0.28% | $38.8M | 767,578 | $17.5M | 346,896 | +420,682+121.27% | Add |
 INTEL CORPINTC |
| 0.43% | 0.18% | $35.7M | 255,582 | $10.8M | 245,436 | +10,146+4.13% | Add |
 GOLDMAN SACHS GROUP INCGS |
| 0.41% | 0.45% | $34.0M | 33,571 | $27.5M | 32,462 | +1,109+3.42% | Add |
| IINTERNATIONAL BUSINESS MACHSIBM |
| 0.4% | 0.45% | $32.6M | 115,960 | $27.5M | 113,487 | +2,473+2.18% | Add |
 ASML HLDG NVASML |
| 0.39% | 0.28% | $32.4M | 16,292 | $17.4M | 13,157 | +3,135+23.83% | Add |
