PALANTIR TECHNOLOGIES INCPLTR |
| 21.98% | 29.23% | $108.1M | 926,151 | $135.7M | 927,673 | -1,522-0.16% | Reduce |
| DDIMENSIONAL ETF TRUSTDFAC |
| 12.84% | 11.53% | $63.1M | 1.4M | $53.5M | 1.4M | +45,431+3.30% | Add |
| AAMERICAN CENTY ETF TRAVLC |
| 8.84% | 8.31% | $43.4M | 482,866 | $38.6M | 497,372 | -14,506-2.92% | Reduce |
| DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS |
| 4.87% | 4.19% | $23.9M | 292,275 | $19.4M | 274,221 | +18,054+6.58% | Add |
| DDIMENSIONAL ETF TRUSTDFIC |
| 4.29% | 4.21% | $21.1M | 566,203 | $19.5M | 549,924 | +16,279+2.96% | Add |
| DDIMENSIONAL ETF TRUSTDCOR |
| 4.17% | 3.94% | $20.5M | 249,842 | $18.3M | 253,556 | -3,714-1.46% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 2.36% | 2.47% | $11.6M | 31,303 | $11.5M | 35,789 | -4,486-12.53% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 2.31% | 2.32% | $11.3M | 16,516 | $10.8M | 18,059 | -1,543-8.54% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 2.26% | 1.32% | $11.1M | 50,921 | $6.1M | 31,247 | +19,674+62.96% | Add |
| VVANGUARD INTL EQUITY INDEX FVNQI |
| 1.97% | 1.96% | $9.7M | 216,172 | $9.1M | 204,728 | +11,444+5.59% | Add |
| AAMERICAN CENTY ETF TRAVEM |
| 1.84% | 1.68% | $9.1M | 93,841 | $7.8M | 96,512 | -2,671-2.77% | Reduce |
APPLE INCAAPL |
| 1.57% | 1.41% | $7.7M | 26,698 | $6.6M | 25,881 | +817+3.16% | Add |
| DDIMENSIONAL ETF TRUSTDFAU |
| 1.28% | 1.19% | $6.3M | 121,818 | $5.5M | 122,383 | -565-0.46% | Reduce |
| AAMERICAN CENTY ETF TRAVUS |
| 1.25% | 1.17% | $6.2M | 48,096 | $5.4M | 48,760 | -664-1.36% | Reduce |
| SSCHWAB U.S. REIT ETFSCHH |
| 1.16% | 1.07% | $5.7M | 240,432 | $5.0M | 231,864 | +8,568+3.70% | Add |
| AAvantis US Small Cap Value ETFAVDV |
| 1.05% | 1.09% | $5.1M | 49,915 | $5.1M | 50,862 | -947-1.86% | Reduce |
AVANTIS INTLNGG |
| 0.86% | 0.9% | $4.2M | 47,323 | $4.2M | 49,430 | -2,107-4.26% | Reduce |
| AAMERICAN CENTY ETF TRAVSC |
| 0.85% | 0.75% | $4.2M | 57,065 | $3.5M | 56,211 | +854+1.52% | Add |
NVIDIA CORPORATIONNVDA |
| 0.82% | 0.62% | $4.0M | 20,136 | $2.9M | 16,465 | +3,671+22.30% | Add |
KLA CORPKLAC |
| 0.8% | 0.08% | $3.9M | 12,974 | $371,048 | 252 | +12,722+5,048.41% | Add |
| VVANGUARD STAR FDSVXUS |
| 0.78% | 0.74% | $3.8M | 44,625 | $3.4M | 44,326 | +299+0.67% | Add |
| VVANGUARD MALVERN FDSVCRB |
| 0.75% | — | $3.7M | 47,752 | $0 | 0 | +47,752 | New Buy |
| SSCHWAB U.S. BROAD MARKET ETFSCHB |
| 0.7% | 0.71% | $3.4M | 118,389 | $3.3M | 132,205 | -13,816-10.45% | Reduce |
ALPHABET INCGOOGL |
| 0.64% | 0.54% | $3.2M | 8,848 | $2.5M | 8,712 | +136+1.56% | Add |
| IISHARES TRIBMQ |
| 0.62% | 0.66% | $3.1M | 119,536 | $3.1M | 119,536 | 00.00% | Unchanged |
| IISHARES TRIBMR |
| 0.62% | — | $3.0M | 119,718 | $0 | 0 | +119,718 | New Buy |
| IISHARES TRIBMS |
| 0.61% | 0.64% | $3.0M | 115,000 | $3.0M | 115,000 | 00.00% | Unchanged |
| AAMERICAN CENTY ETF TRAVLV |
| 0.57% | 0.53% | $2.8M | 30,797 | $2.5M | 30,796 | +1+0.00% | Add |
MICROSOFT CORPMSFT |
| 0.57% | 0.53% | $2.8M | 7,493 | $2.4M | 6,595 | +898+13.62% | Add |
META PLATFORMS INCMETA |
| 0.56% | 0.62% | $2.8M | 4,930 | $2.9M | 5,053 | -123-2.43% | Reduce |
AMAZON COM INCAMZN |
| 0.55% | 0.4% | $2.7M | 11,382 | $1.8M | 8,846 | +2,536+28.67% | Add |
| VVANGUARD INDEX FDSVB |
| 0.52% | 0.48% | $2.6M | 8,500 | $2.2M | 8,500 | 00.00% | Unchanged |
DEERE & CODE |
| 0.49% | — | $2.4M | 3,761 | $0 | 0 | +3,761 | New Buy |
| AAVANTIS U SAVUV |
| 0.46% | 0.44% | $2.3M | 18,109 | $2.1M | 18,671 | -562-3.01% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.46% | 0.46% | $2.2M | 3 | $2.2M | 3 | 00.00% | Unchanged |
| VVANGUARD INDEX FDSVUG |
| 0.45% | 0.4% | $2.2M | 25,817 | $1.9M | 4,300 | +21,517+500.40% | Add |
| DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI |
| 0.45% | 0.45% | $2.2M | 53,265 | $2.1M | 54,217 | -952-1.76% | Reduce |
| CCAPITAL GROUP NEW GEOGRAPHYCGNG |
| 0.44% | 0.35% | $2.2M | 57,930 | $1.6M | 51,381 | +6,549+12.75% | Add |
| IISHARES INCEEMS |
| 0.41% | 0.45% | $2.0M | 26,698 | $2.1M | 29,913 | -3,215-10.75% | Reduce |
| IISHARES TREFV |
| 0.4% | 0.42% | $1.9M | 25,115 | $2.0M | 26,290 | -1,175-4.47% | Reduce |
MICRON TECHNOLOGY INCMU |
| 0.37% | 0.05% | $1.8M | 1,566 | $231,421 | 685 | +881+128.61% | Add |
| DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 0.36% | 0.36% | $1.8M | 48,622 | $1.7M | 48,598 | +24+0.05% | Add |
BROADCOM INCAVGO |
| 0.36% | 0.21% | $1.7M | 4,622 | $962,577 | 3,110 | +1,512+48.62% | Add |
APPLIED MATLS INCAMAT |
| 0.35% | 0.05% | $1.7M | 2,397 | $216,012 | 632 | +1,765+279.27% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.35% | 0.57% | $1.7M | 20,478 | $2.7M | 35,452 | -14,974-42.24% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.34% | 0.34% | $1.7M | 10,600 | $1.6M | 10,600 | 00.00% | Unchanged |
| AAMERICAN CENTY ETF TRDSPY |
| 0.32% | 0.31% | $1.6M | 23,655 | $1.4M | 23,650 | +5+0.02% | Add |
| DDIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE |
| 0.3% | 0.27% | $1.5M | 36,812 | $1.2M | 36,790 | +22+0.06% | Add |
COCA COLA COKO |
| 0.27% | 0.25% | $1.3M | 16,286 | $1.1M | 15,067 | +1,219+8.09% | Add |
| AAMERICAN CENTY ETF TRAVEE |
| 0.26% | 0.24% | $1.3M | 18,648 | $1.1M | 17,397 | +1,251+7.19% | Add |