| VVANGUARD INDEX FDSVOO |
| 10.83% | 5.61% | $30.5M | 44,399 | $13.6M | 22,710 | +21,689+95.50% | Add |
| VVANGUARD TOTALBND |
| 8.79% | 7.9% | $24.8M | 337,236 | $19.1M | 259,283 | +77,953+30.06% | Add |
| IISHARES TRIVW |
| 7.22% | 6.91% | $20.3M | 147,899 | $16.7M | 147,733 | +166+0.11% | Add |
| IISHARES S&PIVE |
| 4.82% | 6.66% | $13.6M | 59,792 | $16.1M | 76,322 | -16,530-21.66% | Reduce |
| BBLACKROCK ETF TRUSTDYNF |
| 4.76% | 4.67% | $13.4M | 197,257 | $11.3M | 193,915 | +3,342+1.72% | Add |
| VVANGUARD MIDVO |
| 3.5% | 3.59% | $9.9M | 122,492 | $8.7M | 30,205 | +92,287+305.54% | Add |
| IISHARES FUTURE AI & TECHETFARTY |
| 2.77% | 2.52% | $7.8M | 102,549 | $6.1M | 131,168 | -28,619-21.82% | Reduce |
| IISHARES INCIEMG |
| 2.61% | 3.46% | $7.4M | 88,774 | $8.4M | 119,784 | -31,010-25.89% | Reduce |
| BBLACKROCK ETF TRUST IIBINC |
| 2.58% | 2.92% | $7.3M | 139,086 | $7.1M | 135,830 | +3,256+2.40% | Add |
| VVANGUARD INDEX FDSVB |
| 2.54% | 2.42% | $7.2M | 23,616 | $5.8M | 22,329 | +1,287+5.76% | Add |
| IISHARES TRGJS |
| 2.5% | 2.32% | $7.0M | 308,636 | $5.6M | 245,093 | +63,543+25.93% | Add |
 ISHARES MBSACGL |
| 2.36% | 2.42% | $6.6M | 70,197 | $5.8M | 61,601 | +8,596+13.95% | Add |
| SSPDR SERIES TRUSTSPYG |
| 2.08% | 1.94% | $5.9M | 49,204 | $4.7M | 47,993 | +1,211+2.52% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.93% | 2.07% | $5.4M | 34,381 | $5.0M | 33,838 | +543+1.60% | Add |
| IISHARES TRIVV |
| 1.85% | 1.88% | $5.2M | 6,957 | $4.6M | 6,967 | -10-0.14% | Reduce |
| IINVESCO EXCH TRADED FD TR IISPMO |
| 1.82% | 1.98% | $5.1M | 31,673 | $4.8M | 42,624 | -10,951-25.69% | Reduce |
| IINVESCO EXCHANGE TRADED FD TPPA |
| 1.82% | 1.7% | $5.1M | 28,938 | $4.1M | 24,793 | +4,145+16.72% | Add |
| IISHARES TREFG |
| 1.72% | 1.44% | $4.8M | 38,923 | $3.5M | 31,315 | +7,608+24.30% | Add |
| VVANGUARD TOTALBNDX |
| 1.47% | 1.66% | $4.1M | 85,456 | $4.0M | 83,420 | +2,036+2.44% | Add |
| IISHARES TREFV |
| 1.42% | 2.63% | $4.0M | 52,401 | $6.4M | 85,635 | -33,234-38.81% | Reduce |
| IISHARES TRTLH |
| 1.42% | 1.44% | $4.0M | 39,909 | $3.5M | 34,655 | +5,254+15.16% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.42% | 1.35% | $4.0M | 19,967 | $3.3M | 18,776 | +1,191+6.34% | Add |
| IISHARES TRUSMV |
| 1.4% | 1.79% | $3.9M | 40,843 | $4.3M | 46,762 | -5,919-12.66% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 1.36% | 1.46% | $3.8M | 49,156 | $3.5M | 45,022 | +4,134+9.18% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 1.22% | 1.23% | $3.4M | 67,836 | $3.0M | 59,678 | +8,158+13.67% | Add |
| IISHARES TRGVI |
| 1.12% | 1.23% | $3.2M | 29,421 | $3.0M | 27,984 | +1,437+5.14% | Add |
 APPLE INCAAPL |
| 1.05% | 1.07% | $3.0M | 10,217 | $2.6M | 10,147 | +70+0.69% | Add |
| SSPDR SERIES TRUSTSMLV |
| 1.03% | 1.07% | $2.9M | 18,455 | $2.6M | 18,820 | -365-1.94% | Reduce |
 ALPHABET INCGOOGL |
| 0.96% | 0.88% | $2.7M | 7,548 | $2.1M | 7,397 | +151+2.04% | Add |
| IISHARES TRAGG |
| 0.84% | 0.92% | $2.4M | 23,965 | $2.2M | 22,369 | +1,596+7.13% | Add |
 JPMORGAN CHASE & COJPM |
| 0.84% | 0.83% | $2.4M | 7,222 | $2.0M | 6,816 | +406+5.96% | Add |
 AMAZON COM INCAMZN |
| 0.81% | 0.79% | $2.3M | 9,617 | $1.9M | 9,143 | +474+5.18% | Add |
| SSPDR SERIES TRUSTSHM |
| 0.79% | 0.95% | $2.2M | 46,166 | $2.3M | 47,830 | -1,664-3.48% | Reduce |
| SSPDR INDEX SHS FDSSPDW |
| 0.78% | 0.82% | $2.2M | 43,678 | $2.0M | 43,645 | +33+0.08% | Add |
| SSTATE STREET SPDR US LARGE CAP LOW VOLATILITYINDEX ETFLGLV |
| 0.78% | 0.98% | $2.2M | 12,107 | $2.4M | 13,295 | -1,188-8.94% | Reduce |
 MICROSOFT CORPMSFT |
| 0.77% | 0.73% | $2.2M | 5,851 | $1.8M | 4,781 | +1,070+22.38% | Add |
| VVANGUARD WORLD FDVGT |
| 0.77% | 0.65% | $2.2M | 18,072 | $1.6M | 2,259 | +15,813+700.00% | Add |
| VVANGUARD FTSEVEA |
| 0.74% | 0.67% | $2.1M | 29,182 | $1.6M | 25,114 | +4,068+16.20% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.73% | 0.74% | $2.1M | 4,112 | $1.8M | 3,715 | +397+10.69% | Add |
| WWORLD GOLD TRGLD |
| 0.72% | 0.86% | $2.0M | 25,639 | $2.1M | 22,488 | +3,151+14.01% | Add |
| IISHARES TRMTUM |
| 0.72% | 0.59% | $2.0M | 5,904 | $1.4M | 5,904 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 0.7% | 0.63% | $2.0M | 4,660 | $1.5M | 4,125 | +535+12.97% | Add |
 BROADCOM INCAVGO |
| 0.68% | 0.6% | $1.9M | 5,062 | $1.5M | 4,702 | +360+7.66% | Add |
 META PLATFORMS INCMETA |
| 0.66% | 0.67% | $1.9M | 3,313 | $1.6M | 2,839 | +474+16.70% | Add |
| IISHARES TREFAV |
| 0.64% | 0.81% | $1.8M | 20,506 | $2.0M | 21,494 | -988-4.60% | Reduce |
| SSPDR INDEX SHS FDSSPEM |
| 0.61% | 0.64% | $1.7M | 33,187 | $1.5M | 32,918 | +269+0.82% | Add |
| IINVESCO EXCH TRADED FD TR IIPWZ |
| 0.55% | 0.69% | $1.6M | 63,304 | $1.7M | 69,870 | -6,566-9.40% | Reduce |
| SSPDR SERIES TRUSTSDY |
| 0.54% | 0.61% | $1.5M | 10,042 | $1.5M | 10,153 | -111-1.09% | Reduce |
| IISHARES TRGVI |
| 0.51% | 0.59% | $1.4M | 13,601 | $1.4M | 13,311 | +290+2.18% | Add |
| IISHARES TRICF |
| 0.5% | 0.54% | $1.4M | 20,925 | $1.3M | 21,006 | -81-0.39% | Reduce |
