| VVANGUARD SCOTTSDALE FDSVONG |
| 16.04% | 15.35% | $10.5M | 134,841 | $9.3M | 136,333 | -1,492-1.09% | Reduce |
| VVANGUARD FTSEVEA |
| 14.25% | 14.18% | $9.3M | 195,121 | $8.6M | 197,159 | -2,038-1.03% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 13.3% | 12.91% | $8.7M | 19,978 | $7.8M | 19,986 | -8-0.04% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 12.56% | 12.51% | $8.2M | 55,113 | $7.6M | 55,129 | -16-0.03% | Reduce |
| VVANGUARD MIDVO |
| 8.75% | 8.11% | $5.7M | 24,671 | $4.9M | 23,671 | +1,000+4.22% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 5.92% | 6.49% | $3.9M | 50,222 | $3.9M | 52,460 | -2,238-4.27% | Reduce |
| VVANGUARD TOTALBND |
| 5.19% | 5.79% | $3.4M | 46,257 | $3.5M | 50,412 | -4,155-8.24% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 3.22% | 4.49% | $2.1M | 41,325 | $2.7M | 56,687 | -15,362-27.10% | Reduce |
 APPLE INCAAPL |
| 2.5% | 2.38% | $1.6M | 8,506 | $1.4M | 8,448 | +58+0.69% | Add |
| IISHARES COREIJR |
| 2.16% | 2.25% | $1.4M | 13,080 | $1.4M | 14,520 | -1,440-9.92% | Reduce |
 TJX COS INC NEWTJX |
| 1.39% | 1.37% | $909,844 | 9,699 | $832,165 | 9,363 | +336+3.59% | Add |
 MICROSOFT CORPMSFT |
| 1.29% | 1.17% | $845,757 | 2,249 | $712,368 | 2,256 | -7-0.31% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 1.23% | 1.13% | $806,524 | 1,629 | $684,943 | 1,575 | +54+3.43% | Add |
 AMAZON COM INCAMZN |
| 1.22% | 0.94% | $797,435 | 5,248 | $569,670 | 4,481 | +767+17.12% | Add |
 JPMORGAN CHASE & COJPM |
| 1.1% | 0.92% | $721,306 | 4,240 | $559,267 | 3,856 | +384+9.96% | Add |
 META PLATFORMS INCMETA |
| 1.03% | 0.82% | $674,097 | 1,904 | $496,380 | 1,653 | +251+15.18% | Add |
| AAlphabet Inc Class CGOOG |
| 0.99% | 0.92% | $650,950 | 4,619 | $558,907 | 4,239 | +380+8.96% | Add |
 VISA INCV |
| 0.88% | 0.71% | $574,394 | 2,206 | $431,323 | 1,875 | +331+17.65% | Add |
 ADOBE INC COMADBE |
| 0.77% | 0.71% | $503,242 | 844 | $431,129 | 846 | -2-0.24% | Reduce |
 STARBUCKS CORPSBUX |
| 0.72% | 0.67% | $472,626 | 4,923 | $408,860 | 4,480 | +443+9.89% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 0.72% | 0.72% | $472,491 | 897 | $434,849 | 862 | +35+4.06% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.7% | 0.7% | $461,697 | 1,295 | $427,542 | 1,221 | +74+6.06% | Add |
 HOME DEPOT INCHD |
| 0.69% | 0.62% | $452,090 | 1,305 | $376,051 | 1,245 | +60+4.82% | Add |
 DISNEY WALT CODIS |
| 0.67% | 0.52% | $437,816 | 4,849 | $317,149 | 3,913 | +936+23.92% | Add |
 INTUITIVE SURGICAL INCISRG |
| 0.58% | 0.53% | $378,611 | 1,122 | $323,061 | 1,105 | +17+1.54% | Add |
 ALLSTATE CORPALL |
| 0.52% | 0.47% | $340,467 | 2,432 | $285,015 | 2,558 | -126-4.93% | Reduce |
 TESLA INCTSLA |
| 0.48% | 0.46% | $315,720 | 1,271 | $281,398 | 1,125 | +146+12.98% | Add |
 COSTAR GROUP INCCSGP |
| 0.41% | 0.38% | $271,015 | 3,101 | $232,686 | 3,026 | +75+2.48% | Add |
 STRYKER CORPORATIONSYK |
| 0.4% | 0.37% | $261,854 | 874 | $225,016 | 823 | +51+6.20% | Add |
 AMGEN INC COMAMGN |
| 0.34% | 0.39% | $223,226 | 775 | $235,175 | 875 | -100-11.43% | Reduce |
