| VVANGUARD FTSEVEA |
| 8.33% | 10.29% | $169.0M | 2.4M | $196.5M | 3.1M | -695,694-22.68% | Reduce |
| IISHARES TRIVV |
| 8.28% | 7.94% | $167.9M | 224,165 | $151.6M | 232,091 | -7,926-3.42% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 8.24% | 7.92% | $167.1M | 1.9M | $151.3M | 346,312 | +1.6M+460.30% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 7.22% | 6.7% | $146.4M | 196,101 | $128.0M | 196,794 | -693-0.35% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 5.56% | 5.34% | $112.7M | 304,458 | $101.9M | 317,672 | -13,214-4.16% | Reduce |
| IISHARES TRIXUS |
| 5.36% | 5.25% | $108.6M | 1.1M | $100.3M | 1.2M | -19,839-1.71% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 5.22% | 5.15% | $105.8M | 485,299 | $98.4M | 501,531 | -16,232-3.24% | Reduce |
| IISHARES TRIEFA |
| 2.6% | 2.68% | $52.7M | 545,285 | $51.3M | 566,128 | -20,843-3.68% | Reduce |
 MCDONALDS CORPMCD |
| 2.48% | 3.03% | $50.2M | 185,866 | $57.8M | 185,900 | -34-0.02% | Reduce |
 APPLE INCAAPL |
| 2.27% | 2.17% | $46.1M | 159,380 | $41.5M | 163,469 | -4,089-2.50% | Reduce |
 MICROSOFT CORPMSFT |
| 2.2% | 2.36% | $44.6M | 119,684 | $45.1M | 121,915 | -2,231-1.83% | Reduce |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 2.16% | 2.28% | $43.8M | 936,753 | $43.5M | 926,636 | +10,117+1.09% | Add |
| VVANGUARD FSTEVWO |
| 1.72% | 1.94% | $34.9M | 584,710 | $37.0M | 683,766 | -99,056-14.49% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.65% | 1.58% | $33.5M | 167,606 | $30.1M | 172,591 | -4,985-2.89% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.62% | 1.51% | $32.9M | 108,559 | $28.9M | 110,356 | -1,797-1.63% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 1.61% | 1.63% | $32.6M | 206,296 | $31.2M | 210,758 | -4,462-2.12% | Reduce |
| VVANGUARD WHITEHALL FDSVYMI |
| 1.38% | 1.37% | $28.0M | 284,828 | $26.2M | 277,792 | +7,036+2.53% | Add |
| IISHARES TRAGG |
| 1.37% | 1.39% | $27.8M | 280,398 | $26.5M | 266,933 | +13,465+5.04% | Add |
| IISHARES INCIEMG |
| 1.21% | 1.11% | $24.5M | 296,169 | $21.2M | 304,048 | -7,879-2.59% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.1% | 0.96% | $22.4M | 63,399 | $18.3M | 63,752 | -353-0.55% | Reduce |
| VVANGUARD TOTALBND |
| 1.08% | 1.12% | $21.9M | 298,538 | $21.4M | 290,664 | +7,874+2.71% | Add |
 AMAZON COM INCAMZN |
| 1.08% | 1.02% | $21.9M | 91,676 | $19.5M | 93,454 | -1,778-1.90% | Reduce |
| IISHARES TRIUSB |
| 0.95% | 0.99% | $19.3M | 419,035 | $18.8M | 407,270 | +11,765+2.89% | Add |
| IISHARES TRGVI |
| 0.89% | 0.82% | $18.0M | 169,036 | $15.6M | 146,336 | +22,700+15.51% | Add |
| IISHARES RUSSELL MID-CAP GROWTH ETFIWP |
| 0.84% | 1.75% | $16.9M | 115,648 | $33.5M | 261,375 | -145,727-55.75% | Reduce |
 ALPHABET INCGOOGL |
| 0.74% | 0.65% | $15.1M | 42,144 | $12.4M | 43,145 | -1,001-2.32% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 0.68% | 0.62% | $13.8M | 271,993 | $11.8M | 236,069 | +35,924+15.22% | Add |
 WESTERN DIGITAL CORPWDC |
| 0.62% | 0.3% | $12.5M | 19,633 | $5.6M | 20,857 | -1,224-5.87% | Reduce |
| VVANGUARD STAR FDSVXUS |
| 0.6% | 0.61% | $12.2M | 142,511 | $11.6M | 150,206 | -7,695-5.12% | Reduce |
| IISHARES INCEWC |
| 0.58% | 0.28% | $11.8M | 204,090 | $5.4M | 98,681 | +105,409+106.82% | Add |
 META PLATFORMS INCMETA |
| 0.52% | 0.61% | $10.5M | 18,665 | $11.6M | 20,255 | -1,590-7.85% | Reduce |
 BROADCOM INCAVGO |
| 0.51% | 0.47% | $10.3M | 27,221 | $9.0M | 29,222 | -2,001-6.85% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.48% | 0.45% | $9.7M | 29,487 | $8.7M | 29,518 | -31-0.11% | Reduce |
| IINVESCO QQQ TRVOO |
| 0.46% | 0.39% | $9.4M | 12,772 | $7.5M | 13,057 | -285-2.18% | Reduce |
 CATERPILLAR INCCAT |
| 0.46% | 0.35% | $9.4M | 8,795 | $6.7M | 9,442 | -647-6.85% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.45% | 0.45% | $9.2M | 36,030 | $8.5M | 34,803 | +1,227+3.53% | Add |
 TESLA INCTSLA |
| 0.36% | 0.32% | $7.4M | 17,577 | $6.1M | 16,534 | +1,043+6.31% | Add |
 WALMART INCWMT |
| 0.36% | 0.48% | $7.3M | 64,509 | $9.2M | 73,736 | -9,227-12.51% | Reduce |
 ELI LILLY & COLLY |
| 0.35% | 0.3% | $7.2M | 5,999 | $5.8M | 6,261 | -262-4.18% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGLT |
| 0.35% | 0.34% | $7.1M | 127,955 | $6.4M | 116,049 | +11,906+10.26% | Add |
| IISHARES COREIJH |
| 0.35% | 0.35% | $7.0M | 90,996 | $6.7M | 99,578 | -8,582-8.62% | Reduce |
 ABBVIE INCABBV |
| 0.35% | 0.3% | $7.0M | 27,871 | $5.7M | 26,176 | +1,695+6.48% | Add |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.35% | 0.34% | $7.0M | 68,531 | $6.4M | 81,388 | -12,857-15.80% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 0.32% | 0.32% | $6.5M | 83,896 | $6.2M | 78,659 | +5,237+6.66% | Add |
 VISA INCV |
| 0.32% | 0.34% | $6.5M | 18,888 | $6.5M | 21,658 | -2,770-12.79% | Reduce |
| AASTERA LABS INCALAB |
| 0.32% | 0.14% | $6.4M | 13,320 | $2.7M | 24,598 | -11,278-45.85% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.32% | 0.44% | $6.4M | 46,752 | $8.5M | 50,036 | -3,284-6.56% | Reduce |
| IISHARES TRDVY |
| 0.28% | 0.29% | $5.7M | 36,710 | $5.5M | 36,595 | +115+0.31% | Add |
| IISHARES TRITOT |
| 0.28% | 0.31% | $5.6M | 33,997 | $5.9M | 41,275 | -7,278-17.63% | Reduce |
 COCA COLA COKO |
| 0.27% | 0.27% | $5.6M | 68,398 | $5.2M | 68,156 | +242+0.36% | Add |
