| VVANGUARD INDEX FDSVTV |
| 11.38% | 11.91% | $86.4M | 396,548 | $73.6M | 375,036 | +21,512+5.74% | Add |
| IISHARES TRIDEV |
| 7.76% | 8.5% | $58.9M | 661,655 | $52.5M | 628,470 | +33,185+5.28% | Add |
 APPLE INCAAPL |
| 6.68% | 3.8% | $50.7M | 175,166 | $23.5M | 92,530 | +82,636+89.31% | Add |
| VVANGUARD INDEX FDSVV |
| 6.66% | 7.14% | $50.6M | 147,058 | $44.1M | 147,593 | -535-0.36% | Reduce |
| VVANGUARD TOTALBND |
| 5.49% | 6.61% | $41.6M | 567,270 | $40.8M | 554,605 | +12,665+2.28% | Add |
| SSPDR SERIES TRUSTSPYG |
| 5.07% | 5.24% | $38.5M | 323,310 | $32.3M | 330,316 | -7,006-2.12% | Reduce |
| SSCHWAB STRATEGIC TRSCHF |
| 3.98% | 4.37% | $30.2M | 1.1M | $27.0M | 1.1M | +761+0.07% | Add |
| SSTATE STREETSPYV |
| 3.65% | 4.2% | $27.7M | 455,543 | $25.9M | 458,387 | -2,844-0.62% | Reduce |
| VVANGUARD FSTEVWO |
| 3.08% | 3.34% | $23.4M | 391,831 | $20.6M | 381,766 | +10,065+2.64% | Add |
| VVANGUARD FTSEVEA |
| 2.52% | 2.83% | $19.2M | 268,893 | $17.5M | 272,425 | -3,532-1.30% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 2.33% | 2.67% | $17.7M | 350,427 | $16.5M | 330,131 | +20,296+6.15% | Add |
| VVANGUARD INDEX FDSVUG |
| 2.13% | 2.18% | $16.2M | 188,068 | $13.4M | 30,792 | +157,276+510.77% | Add |
| IISHARES TRIEFA |
| 2.13% | 2.5% | $16.2M | 167,699 | $15.5M | 170,734 | -3,035-1.78% | Reduce |
| JJ P MORGAN EXCHANGE TRADED FJBND |
| 1.57% | 1.93% | $12.0M | 223,369 | $11.9M | 221,434 | +1,935+0.87% | Add |
| VVANGUARD SCOTTSDALE FDSVTWO |
| 1.53% | 1.65% | $11.6M | 98,928 | $10.2M | 100,236 | -1,308-1.30% | Reduce |
| IISHARES COREIJR |
| 1.35% | 1.35% | $10.2M | 69,094 | $8.3M | 67,078 | +2,016+3.01% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.21% | 1.34% | $9.2M | 43,283 | $8.3M | 43,282 | +1+0.00% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.09% | 1.01% | $8.3M | 41,423 | $6.2M | 35,650 | +5,773+16.19% | Add |
| FFIDELITY COVINGTON TRUSTFESM |
| 1.02% | 1.04% | $7.7M | 159,597 | $6.4M | 169,186 | -9,589-5.67% | Reduce |
| AAMERICAN CENTY ETF TRAVEM |
| 1% | 1.08% | $7.6M | 79,048 | $6.7M | 82,771 | -3,723-4.50% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.96% | 0.26% | $7.3M | 218,175 | $1.6M | 42,356 | +175,819+415.10% | Add |
| VVANGUARD TOTALBNDX |
| 0.88% | 1.04% | $6.7M | 138,239 | $6.4M | 134,062 | +4,177+3.12% | Add |
| IISHARES TRIVLU |
| 0.86% | 0.96% | $6.5M | 155,273 | $6.0M | 150,014 | +5,259+3.51% | Add |
 VANECK REAL ASSETS ETFRAAX |
| 0.83% | 1.05% | $6.3M | 158,232 | $6.5M | 159,702 | -1,470-0.92% | Reduce |
| VVANGUARD SCOTTSDALE FDSVTWG |
| 0.83% | 0.82% | $6.3M | 21,783 | $5.1M | 22,236 | -453-2.04% | Reduce |
| SSPDR INDEX SHS FDSSPEM |
| 0.72% | 0.81% | $5.5M | 106,044 | $5.0M | 106,246 | -202-0.19% | Reduce |
 ALPHABET INCGOOGL |
| 0.64% | 0.61% | $4.9M | 13,609 | $3.8M | 13,058 | +551+4.22% | Add |
 MICROSOFT CORPMSFT |
| 0.62% | 0.59% | $4.7M | 12,697 | $3.6M | 9,787 | +2,910+29.73% | Add |
 AMAZON COM INCAMZN |
| 0.61% | 0.56% | $4.7M | 19,545 | $3.5M | 16,707 | +2,838+16.99% | Add |
| VVANGUARD INDEX FDSVBK |
| 0.51% | 0.52% | $3.9M | 10,585 | $3.2M | 10,697 | -112-1.05% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.51% | 0.43% | $3.9M | 10,917 | $2.7M | 9,276 | +1,641+17.69% | Add |
| GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC |
| 0.48% | 1.8% | $3.7M | 141,650 | $11.1M | 370,049 | -228,399-61.72% | Reduce |
| JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB |
| 0.39% | 0.47% | $3.0M | 61,246 | $2.9M | 60,149 | +1,097+1.82% | Add |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 0.37% | 0.39% | $2.8M | 80,108 | $2.4M | 79,585 | +523+0.66% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.36% | 0.13% | $2.8M | 2,399 | $778,046 | 2,303 | +96+4.17% | Add |
 PALANTIR TECHNOLOGIES INCPLTR |
| 0.34% | 0.53% | $2.6M | 22,301 | $3.3M | 22,522 | -221-0.98% | Reduce |
 BROADCOM INCAVGO |
| 0.34% | 0.31% | $2.6M | 6,847 | $1.9M | 6,266 | +581+9.27% | Add |
 TESLA INCTSLA |
| 0.3% | 0.29% | $2.2M | 5,336 | $1.8M | 4,860 | +476+9.79% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.29% | 0.27% | $2.2M | 4,611 | $1.6M | 4,862 | -251-5.16% | Reduce |
| IISHARES TRIVV |
| 0.29% | 0.35% | $2.2M | 2,911 | $2.1M | 3,291 | -380-11.55% | Reduce |
| VVANGUARD WORLD FDVGT |
| 0.25% | 0.23% | $1.9M | 16,003 | $1.4M | 2,001 | +14,002+699.75% | Add |
| VVANGUARD SMALLVBR |
| 0.25% | 0.31% | $1.9M | 7,836 | $1.9M | 8,701 | -865-9.94% | Reduce |
| IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY |
| 0.24% | 0.29% | $1.8M | 48,315 | $1.8M | 49,178 | -863-1.75% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.23% | 0.21% | $1.7M | 3,469 | $1.3M | 2,762 | +707+25.60% | Add |
| IISHARES TRIVW |
| 0.22% | 0.23% | $1.6M | 11,871 | $1.5M | 12,827 | -956-7.45% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.21% | 0.16% | $1.6M | 4,921 | $981,520 | 3,337 | +1,584+47.47% | Add |
 META PLATFORMS INCMETA |
| 0.21% | 0.22% | $1.6M | 2,838 | $1.3M | 2,331 | +507+21.75% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.21% | 0.24% | $1.6M | 6,231 | $1.5M | 6,006 | +225+3.75% | Add |
| IISHARES TRGVI |
| 0.19% | 0.23% | $1.4M | 13,253 | $1.4M | 13,189 | +64+0.49% | Add |
| IISHARES RUSSELL 2000 GROWTH ETFIWO |
| 0.18% | 0.18% | $1.4M | 3,558 | $1.1M | 3,557 | +1+0.03% | Add |
