| CCUSTOM TRUCK ONE SOURCE INCCTOS |
| 9.86% | 7.84% | $70.7M | 6.0M | $46.1M | 7.0M | -1.0M-14.77% | Reduce |
ALPHABET INCGOOGL |
| 5.7% | 5.73% | $40.8M | 114,270 | $33.7M | 117,058 | -2,788-2.38% | Reduce |
| IISHARES TRITOT |
| 4.41% | 4.49% | $31.6M | 192,444 | $26.4M | 185,224 | +7,220+3.90% | Add |
APPLE INCAAPL |
| 4.31% | 4.55% | $30.9M | 106,892 | $26.8M | 105,520 | +1,372+1.30% | Add |
MICROSOFT CORPMSFT |
| 4.29% | 4.59% | $30.7M | 82,424 | $27.0M | 72,856 | +9,568+13.13% | Add |
AMAZON COM INCAMZN |
| 4.02% | 3.96% | $28.8M | 120,898 | $23.3M | 111,684 | +9,214+8.25% | Add |
ADVANCED MICRO DEVICES INCAMD |
| 3.26% | 1.76% | $23.4M | 40,261 | $10.3M | 50,808 | -10,547-20.76% | Reduce |
NVIDIA CORPORATIONNVDA |
| 3.21% | 3.61% | $23.0M | 115,127 | $21.2M | 121,740 | -6,613-5.43% | Reduce |
| IISHARES S&PIUSG |
| 2.66% | 2.62% | $19.1M | 101,556 | $15.4M | 99,400 | +2,156+2.17% | Add |
TESLA INCTSLA |
| 2.51% | 2.84% | $18.0M | 42,792 | $16.7M | 44,891 | -2,099-4.68% | Reduce |
UBER TECHNOLOGIES INCUBER |
| 2.41% | 2.45% | $17.3M | 239,173 | $14.4M | 200,091 | +39,082+19.53% | Add |
PALO ALTOPANW |
| 2.32% | 1.51% | $16.7M | 48,854 | $8.9M | 55,557 | -6,703-12.07% | Reduce |
AVANTIS INTLNGG |
| 2.31% | 2.56% | $16.6M | 185,740 | $15.1M | 177,667 | +8,073+4.54% | Add |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 2.2% | 2.41% | $15.8M | 111,252 | $14.2M | 113,456 | -2,204-1.94% | Reduce |
PALANTIR TECHNOLOGIES INCPLTR |
| 2.15% | 3.02% | $15.4M | 132,211 | $17.7M | 121,288 | +10,923+9.01% | Add |
| SSCHWAB STRATEGIC TRSCHD |
| 1.77% | 2.03% | $12.7M | 401,118 | $11.9M | 389,013 | +12,105+3.11% | Add |
| IISHARES COREIJR |
| 1.74% | 1.93% | $12.5M | 84,031 | $11.3M | 91,276 | -7,245-7.94% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 1.54% | 1.7% | $11.1M | 16,122 | $10.0M | 16,707 | -585-3.50% | Reduce |
| IISHARES TRIVV |
| 1.45% | 1.66% | $10.4M | 13,883 | $9.7M | 14,897 | -1,014-6.81% | Reduce |
CLOROX CO DELCLX |
| 1.25% | 0.93% | $9.0M | 94,026 | $5.5M | 53,037 | +40,989+77.28% | Add |
| IISHARES TRIUSV |
| 1.25% | 1.33% | $8.9M | 81,196 | $7.8M | 76,631 | +4,565+5.96% | Add |
| AAMERICAN CENTY ETF TRAVLC |
| 1.15% | 1.15% | $8.3M | 91,889 | $6.8M | 87,440 | +4,449+5.09% | Add |
| DDIMENSIONAL ETF TRUSTDFAC |
| 1.12% | 0.65% | $8.0M | 181,125 | $3.8M | 98,470 | +82,655+83.94% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.09% | 1.19% | $7.8M | 15,609 | $7.0M | 14,550 | +1,059+7.28% | Add |
CROWDSTRIKE HLDGS INCCRWD |
| 0.96% | 0.94% | $6.9M | 9,010 | $5.5M | 14,107 | -5,097-36.13% | Reduce |
| IISHARES TRAGG |
| 0.8% | 0.98% | $5.8M | 58,191 | $5.8M | 58,034 | +157+0.27% | Add |
| AAMERICAN CENTY ETF TRAVEM |
| 0.77% | 0.8% | $5.5M | 57,073 | $4.7M | 58,430 | -1,357-2.32% | Reduce |
JPMORGAN CHASE & COJPM |
| 0.7% | 0.72% | $5.0M | 15,294 | $4.3M | 14,488 | +806+5.56% | Add |
KIMBERLY-CLARK CORPKMB |
| 0.67% | 0.25% | $4.8M | 43,463 | $1.5M | 15,172 | +28,291+186.47% | Add |
| IISHARES TRIEFA |
| 0.65% | 0.76% | $4.7M | 48,375 | $4.5M | 49,315 | -940-1.91% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.62% | 0.65% | $4.4M | 11,956 | $3.8M | 11,942 | +14+0.12% | Add |
ROBINHOOD MKTS INCHOOD |
| 0.6% | 0.48% | $4.3M | 42,697 | $2.8M | 40,809 | +1,888+4.63% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.58% | 0.63% | $4.1M | 47,993 | $3.7M | 8,518 | +39,475+463.43% | Add |
BROADCOM INCAVGO |
| 0.54% | 0.53% | $3.9M | 10,218 | $3.1M | 10,144 | +74+0.73% | Add |
| VVANGUARD STAR FDSVXUS |
| 0.52% | 0.54% | $3.7M | 43,390 | $3.2M | 41,381 | +2,009+4.85% | Add |
| BBLACKROCK ETF TRUST IIBINC |
| 0.52% | 0.7% | $3.7M | 70,777 | $4.1M | 78,947 | -8,170-10.35% | Reduce |
MERCADOLIBRE INC COMMELI |
| 0.51% | 0.53% | $3.6M | 2,143 | $3.1M | 1,791 | +352+19.65% | Add |
| VVANGUARD INDEX FDSVB |
| 0.49% | 0.53% | $3.5M | 11,508 | $3.1M | 11,920 | -412-3.46% | Reduce |
| AAVANTIS U SAVUV |
| 0.48% | 0.54% | $3.5M | 27,854 | $3.2M | 28,685 | -831-2.90% | Reduce |
META PLATFORMS INCMETA |
| 0.46% | 0.55% | $3.3M | 5,850 | $3.2M | 5,650 | +200+3.54% | Add |
| AAlphabet Inc Class CGOOG |
| 0.45% | 0.55% | $3.2M | 9,175 | $3.2M | 11,247 | -2,072-18.42% | Reduce |
ASML HLDG NVASML |
| 0.44% | 0.39% | $3.2M | 1,603 | $2.3M | 1,743 | -140-8.03% | Reduce |
| JJPMORGAN ULTRA-SHORT INCOME ETFJPST |
| 0.42% | 0.5% | $3.0M | 59,533 | $2.9M | 57,912 | +1,621+2.80% | Add |
| AAMERICAN CENTY ETF TRAVUS |
| 0.42% | 0.47% | $3.0M | 23,403 | $2.8M | 24,792 | -1,389-5.60% | Reduce |
BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.42% | 0.49% | $3.0M | 4 | $2.9M | 4 | 00.00% | Unchanged |
| FFIDELITY MERRIMACK STR TRFBND |
| 0.41% | 0.7% | $3.0M | 64,811 | $4.1M | 90,568 | -25,757-28.44% | Reduce |
WALMART INCWMT |
| 0.41% | 0.55% | $2.9M | 25,809 | $3.2M | 25,992 | -183-0.70% | Reduce |
| DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS |
| 0.4% | 0.57% | $2.9M | 35,109 | $3.3M | 47,221 | -12,112-25.65% | Reduce |
SERVICENOW INCNOW |
| 0.4% | 0.32% | $2.8M | 28,524 | $1.9M | 17,751 | +10,773+60.69% | Add |
| IISHARES U.S. TECHNOLOGY ETFIYW |
| 0.38% | 0.33% | $2.7M | 10,702 | $1.9M | 10,702 | 00.00% | Unchanged |