| IISHARES TRIVV |
| 10.77% | 10.64% | $18.43B | 24.6M | $15.69B | 24.0M | +593,699+2.47% | Add |
| VVANGUARD TOTALBND |
| 5.61% | 6.06% | $9.59B | 130.7M | $8.94B | 121.4M | +9.3M+7.65% | Add |
| VVANGUARD FTSEVEA |
| 4.87% | 5.23% | $8.33B | 117.0M | $7.72B | 120.4M | -3.4M-2.85% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 4.25% | 4.14% | $7.28B | 144.4M | $6.11B | 133.8M | +10.6M+7.94% | Add |
| SSTATE STREETSPMD |
| 4% | 3.88% | $6.84B | 101.2M | $5.72B | 96.6M | +4.6M+4.77% | Add |
| IISHARES INCIEMG |
| 3.82% | 3.67% | $6.54B | 78.9M | $5.42B | 77.7M | +1.3M+1.66% | Add |
| VVANGUARD INDEX FDSVV |
| 2.42% | 2.49% | $4.14B | 12.0M | $3.66B | 12.3M | -222,950-1.82% | Reduce |
 APPLE INCAAPL |
| 2.1% | 2.09% | $3.59B | 12.5M | $3.08B | 12.2M | +314,227+2.58% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 2% | 1.99% | $3.42B | 43.8M | $2.93B | 37.4M | +6.5M+17.26% | Add |
| SSTATE STREETSPYM |
| 1.82% | 1.75% | $3.11B | 35.4M | $2.58B | 33.7M | +1.7M+5.07% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.72% | 1.6% | $2.94B | 14.8M | $2.36B | 13.6M | +1.2M+8.51% | Add |
| AAVANTIS U SAVUV |
| 1.58% | 1.51% | $2.70B | 21.6M | $2.23B | 20.2M | +1.4M+6.97% | Add |
| VVANGUARD MIDVO |
| 1.54% | 1.62% | $2.64B | 32.7M | $2.39B | 8.3M | +24.4M+293.62% | Add |
| AAvantis US Small Cap Value ETFAVDV |
| 1.54% | 1.61% | $2.63B | 25.5M | $2.37B | 23.8M | +1.7M+7.30% | Add |
| SSCHWAB USSCHX |
| 1.4% | 1.43% | $2.40B | 81.5M | $2.11B | 82.3M | -756,223-0.92% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 1.35% | 1.52% | $2.30B | 27.8M | $2.24B | 27.0M | +825,244+3.05% | Add |
| DDIMENSIONAL U.S. SMALL CAP ETFDFAS |
| 1.34% | 1.27% | $2.29B | 27.8M | $1.87B | 26.2M | +1.6M+6.07% | Add |
| SSELECT SECTOR SPDR TRXLRE |
| 1.33% | 1.33% | $2.28B | 51.8M | $1.96B | 48.0M | +3.8M+7.99% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.31% | 1.33% | $2.25B | 6.1M | $1.96B | 6.1M | -45,107-0.74% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.29% | 1.3% | $2.21B | 3.0M | $1.92B | 3.0M | +11,754+0.40% | Add |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.99% | 1.08% | $1.69B | 56.3M | $1.60B | 53.1M | +3.2M+6.11% | Add |
| IISHARES TRIDEV |
| 0.98% | 1.08% | $1.67B | 18.8M | $1.60B | 19.1M | -338,533-1.77% | Reduce |
| IISHARES TRGVI |
| 0.93% | 1.03% | $1.59B | 14.8M | $1.53B | 14.4M | +434,348+3.02% | Add |
 MICROSOFT CORPMSFT |
| 0.91% | 0.97% | $1.55B | 4.2M | $1.43B | 3.9M | +294,589+7.61% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.83% | 0.92% | $1.42B | 2.9M | $1.36B | 2.8M | +9,842+0.35% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.81% | 0.93% | $1.38B | 27.3M | $1.37B | 27.5M | -211,850-0.77% | Reduce |
| IISHARES TRAGG |
| 0.79% | 0.94% | $1.35B | 13.6M | $1.39B | 14.0M | -392,049-2.80% | Reduce |
| SSCHWAB STRATEGIC TRSCHF |
| 0.75% | 0.79% | $1.27B | 46.0M | $1.17B | 47.1M | -1.1M-2.35% | Reduce |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 0.72% | 0.78% | $1.24B | 21.0M | $1.14B | 19.2M | +1.8M+9.39% | Add |
| VVANGUARD INDEX FDSVNQ |
| 0.69% | 0.76% | $1.18B | 12.2M | $1.11B | 12.6M | -363,691-2.90% | Reduce |
 ALPHABET INCGOOGL |
| 0.67% | 0.58% | $1.14B | 3.2M | $848.7M | 3.0M | +257,238+8.72% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.66% | 0.66% | $1.14B | 1.7M | $966.9M | 1.6M | +37,771+2.33% | Add |
 AMAZON COM INCAMZN |
| 0.65% | 0.61% | $1.12B | 4.7M | $898.5M | 4.3M | +382,878+8.87% | Add |
| SSPDR INDEX SHS FDSSPEM |
| 0.65% | 0.69% | $1.11B | 21.4M | $1.02B | 21.8M | -373,978-1.72% | Reduce |
| SSCHWAB STRATEGIC TRSCHM |
| 0.63% | 0.62% | $1.07B | 29.0M | $911.2M | 29.4M | -415,802-1.41% | Reduce |
| VVANGUARD FSTEVWO |
| 0.62% | 0.67% | $1.06B | 17.8M | $984.9M | 18.2M | -380,872-2.09% | Reduce |
| DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT |
| 0.54% | 0.57% | $930.0M | 13.3M | $844.4M | 13.5M | -216,333-1.60% | Reduce |
| SSCHWAB STRATEGIC TRSCHE |
| 0.45% | 0.49% | $764.6M | 21.1M | $716.9M | 21.8M | -671,447-3.09% | Reduce |
 BROADCOM INCAVGO |
| 0.42% | 0.38% | $724.4M | 1.9M | $557.7M | 1.8M | +119,557+6.64% | Add |
| AAlphabet Inc Class CGOOG |
| 0.4% | 0.36% | $682.6M | 1.9M | $523.5M | 1.8M | +110,852+6.07% | Add |
| VVANGUARD INDEX FDSVB |
| 0.36% | 0.36% | $612.9M | 2.0M | $533.2M | 2.0M | -13,686-0.67% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.35% | 0.39% | $606.0M | 3.8M | $568.6M | 3.8M | -4,263-0.11% | Reduce |
 META PLATFORMS INCMETA |
| 0.34% | 0.37% | $576.2M | 1.0M | $542.2M | 947,746 | +76,834+8.11% | Add |
| IINVESCO QQQ TRVOO |
| 0.32% | 0.28% | $540.2M | 740,485 | $414.6M | 718,318 | +22,167+3.09% | Add |
 ELI LILLY & COLLY |
| 0.31% | 0.26% | $534.6M | 445,806 | $386.9M | 420,635 | +25,171+5.98% | Add |
 JPMORGAN CHASE & COJPM |
| 0.3% | 0.31% | $520.9M | 1.6M | $454.0M | 1.5M | +48,737+3.16% | Add |
 MICRON TECHNOLOGY INCMU |
| 0.3% | 0.09% | $519.1M | 449,717 | $136.3M | 403,307 | +46,410+11.51% | Add |
 APPLIED MATLS INCAMAT |
| 0.28% | 0.15% | $482.8M | 667,761 | $216.9M | 634,638 | +33,123+5.22% | Add |
 TESLA INCTSLA |
| 0.28% | 0.27% | $475.4M | 1.1M | $392.1M | 1.1M | +78,640+7.46% | Add |
| SSCHWAB U.S. REIT ETFSCHH |
| 0.27% | 0.3% | $465.5M | 19.7M | $437.5M | 20.4M | -701,158-3.44% | Reduce |
