 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 51.57% | 53.73% | $155.8M | 208 | $149.4M | 208 | 00.00% | Unchanged |
 APPLE INCAAPL |
| 4.5% | 4.3% | $13.6M | 46,985 | $12.0M | 47,093 | -108-0.23% | Reduce |
| IISHARES TRITOT |
| 3.55% | 3.1% | $10.7M | 65,308 | $8.6M | 60,471 | +4,837+8.00% | Add |
 JOHNSON & JOHNSONJNJ |
| 3.12% | 3.26% | $9.4M | 37,050 | $9.1M | 37,085 | -35-0.09% | Reduce |
| IISHARES TRIVV |
| 2.89% | 2.77% | $8.7M | 11,666 | $7.7M | 11,793 | -127-1.08% | Reduce |
 AMAZON COM INCAMZN |
| 1.86% | 1.76% | $5.6M | 23,559 | $4.9M | 23,534 | +25+0.11% | Add |
 APPLIED MATLS INCAMAT |
| 1.75% | 0.9% | $5.3M | 7,290 | $2.5M | 7,290 | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.64% | 1.73% | $5.0M | 9,914 | $4.8M | 10,043 | -129-1.28% | Reduce |
| FFIDELITY MERRIMACK STR TRFBND |
| 1.37% | 0.56% | $4.1M | 90,754 | $1.6M | 34,005 | +56,749+166.88% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.28% | 1.21% | $3.9M | 5,179 | $3.4M | 5,189 | -10-0.19% | Reduce |
| IINVESCO NASDAQ 100 ETFQQQM |
| 1.17% | 0.92% | $3.5M | 11,675 | $2.6M | 10,773 | +902+8.37% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 1.06% | 1.2% | $3.2M | 63,573 | $3.3M | 66,928 | -3,355-5.01% | Reduce |
 MICROSOFT CORPMSFT |
| 1.03% | 1.1% | $3.1M | 8,309 | $3.1M | 8,290 | +19+0.23% | Add |
| SSPDR SERIES TRUSTSPYG |
| 1.02% | 0.94% | $3.1M | 25,846 | $2.6M | 26,634 | -788-2.96% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.93% | 0.89% | $2.8M | 14,035 | $2.5M | 14,199 | -164-1.16% | Reduce |
| IISHARES TRIXUS |
| 0.87% | 0.82% | $2.6M | 27,536 | $2.3M | 26,232 | +1,304+4.97% | Add |
 EXXON MOBIL CORPXOM |
| 0.79% | 1.07% | $2.4M | 17,459 | $3.0M | 17,609 | -150-0.85% | Reduce |
| IISHARES TRIDEV |
| 0.57% | 0.51% | $1.7M | 19,364 | $1.4M | 16,994 | +2,370+13.95% | Add |
| SSTATE STREETSPHY |
| 0.52% | 0.38% | $1.6M | 66,516 | $1.1M | 45,664 | +20,852+45.66% | Add |
 CORNING INCGLW |
| 0.5% | 0.29% | $1.5M | 5,946 | $808,478 | 5,946 | 00.00% | Unchanged |
| BBLACKROCK ETF TRUSTDYNF |
| 0.46% | 0.66% | $1.4M | 20,471 | $1.8M | 31,433 | -10,962-34.87% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.46% | 0.41% | $1.4M | 6,349 | $1.1M | 5,769 | +580+10.05% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.41% | 0.32% | $1.2M | 4,868 | $883,153 | 4,868 | 00.00% | Unchanged |
 COINBASE GLOBALCOIN |
| 0.39% | 0.51% | $1.2M | 8,127 | $1.4M | 8,119 | +8+0.10% | Add |
| IISHARES MORNINGSTAR MID-CAP ETFIMCB |
| 0.39% | 0.47% | $1.2M | 12,051 | $1.3M | 15,702 | -3,651-23.25% | Reduce |
| GGRAYSCALE ETHEREUM MINI STAKING ETFETH |
| 0.37% | 0.38% | $1.1M | 74,398 | $1.1M | 53,251 | +21,147+39.71% | Add |
| VVANGUARD MALVERN FDSVTIP |
| 0.37% | 0.6% | $1.1M | 21,992 | $1.7M | 33,178 | -11,186-33.72% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.36% | 0.35% | $1.1M | 3,338 | $981,875 | 3,338 | 00.00% | Unchanged |
| SSCHWAB STRATEGIC TRSCHM |
| 0.36% | 0.3% | $1.1M | 29,589 | $824,712 | 26,638 | +2,951+11.08% | Add |
| BBLACKROCK ETF TRUSTIALT |
| 0.35% | — | $1.1M | 37,803 | $0 | 0 | +37,803 | New Buy |
| IISHARES TRAGG |
| 0.35% | 0.37% | $1.0M | 10,584 | $1.0M | 10,276 | +308+3.00% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.35% | 0.25% | $1.0M | 2,514 | $690,503 | 2,552 | -38-1.49% | Reduce |
 MCDONALDS CORPMCD |
| 0.32% | 0.4% | $961,953 | 3,559 | $1.1M | 3,558 | +1+0.03% | Add |
 VANECK REAL ASSETS ETFRAAX |
| 0.32% | — | $953,230 | 24,029 | $0 | 0 | +24,029 | New Buy |
| SSPDR INDEX SHS FDSSPEM |
| 0.31% | 0.29% | $945,606 | 18,262 | $808,728 | 17,240 | +1,022+5.93% | Add |
| SSCHWAB USSCHX |
| 0.31% | 0.29% | $935,344 | 31,782 | $814,890 | 31,782 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 0.31% | 0.22% | $935,037 | 470 | $612,865 | 464 | +6+1.29% | Add |
| SSCHWAB USSCHA |
| 0.31% | 0.49% | $930,864 | 25,764 | $1.4M | 47,287 | -21,523-45.52% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.31% | 0.33% | $926,871 | 6,321 | $911,796 | 6,313 | +8+0.13% | Add |
 NETFLIX INCNFLX |
| 0.3% | 0.44% | $920,989 | 12,899 | $1.2M | 12,800 | +99+0.77% | Add |
 ENTERPRISE PRODS PARTNERS LEPD |
| 0.28% | 0.32% | $855,104 | 23,262 | $882,835 | 23,331 | -69-0.30% | Reduce |
| SSPDR SERIES TRUSTHYMB |
| 0.27% | 0.31% | $826,978 | 32,507 | $859,866 | 34,672 | -2,165-6.24% | Reduce |
| FFRANKLIN BITCOIN ETFEZET |
| 0.27% | 0.39% | $817,231 | 24,100 | $1.1M | 27,887 | -3,787-13.58% | Reduce |
| IISHARES GOLD TRUST MICROIAUM |
| 0.26% | 0.33% | $795,279 | 19,877 | $918,916 | 19,677 | +200+1.02% | Add |
| IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC |
| 0.25% | 0.34% | $759,156 | 7,421 | $939,358 | 11,942 | -4,521-37.86% | Reduce |
| IISHARES TRDSI |
| 0.25% | 0.25% | $750,822 | 5,273 | $700,599 | 5,781 | -508-8.79% | Reduce |
 NORFOLK SOUTHN CORP COMNSC |
| 0.25% | 0.25% | $742,883 | 2,361 | $688,637 | 2,399 | -38-1.58% | Reduce |
| SSIMPLIFY EXCHANGE TRADED FUNCTA |
| 0.24% | — | $737,382 | 28,426 | $0 | 0 | +28,426 | New Buy |
 BLACKROCK INC COMBLK |
| 0.22% | 0.24% | $666,517 | 693 | $666,621 | 693 | 00.00% | Unchanged |
 CATERPILLAR INCCAT |
| 0.22% | 0.16% | $661,934 | 622 | $457,981 | 646 | -24-3.72% | Reduce |
