| DDIMENSIONAL ETF TRUSTDFAC |
| 45.28% | 43.82% | $416.0M | 9.4M | $358.7M | 9.2M | +146,060+1.58% | Add |
| DDIMENSIONAL ETF TRUSTDFIC |
| 8.39% | 8.49% | $77.1M | 2.1M | $69.5M | 2.0M | +112,894+5.77% | Add |
| DDIMENSIONAL ETF TRUSTDUSB |
| 4.08% | 4.57% | $37.5M | 737,985 | $37.4M | 737,706 | +279+0.04% | Add |
| VVANGUARD MALVERN FDSVCRB |
| 4.07% | 4.13% | $37.4M | 484,453 | $33.8M | 437,209 | +47,244+10.81% | Add |
ELI LILLY & COLLY |
| 2.5% | 2.15% | $23.0M | 19,153 | $17.6M | 19,100 | +53+0.28% | Add |
| VVANGUARD MALVERN FDSVTIP |
| 2.3% | 1.95% | $21.1M | 420,192 | $16.0M | 319,415 | +100,777+31.55% | Add |
APPLE INCAAPL |
| 2.06% | 2.06% | $19.0M | 65,502 | $16.9M | 66,401 | -899-1.35% | Reduce |
| AAMERICAN CENTY ETF TRAVUS |
| 2.02% | 1.91% | $18.5M | 144,667 | $15.6M | 140,466 | +4,201+2.99% | Add |
| AAMERICAN CENTY ETF TRAVEM |
| 1.96% | 1.73% | $18.0M | 186,638 | $14.2M | 175,969 | +10,669+6.06% | Add |
HORMEL FOODS CORPHRL |
| 1.28% | 1.31% | $11.8M | 475,479 | $10.7M | 474,155 | +1,324+0.28% | Add |
| AAvantis Total Equity Markets ETFAVTM |
| 1.22% | 1.18% | $11.2M | 205,237 | $9.6M | 205,237 | 00.00% | Unchanged |
| DDIMENSIONAL ETF TRUSTDFGR |
| 1.19% | 1.07% | $11.0M | 378,778 | $8.8M | 329,549 | +49,229+14.94% | Add |
NVIDIA CORPORATIONNVDA |
| 1.07% | 1.24% | $9.8M | 49,169 | $10.1M | 58,023 | -8,854-15.26% | Reduce |
| DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX |
| 1.04% | 1.12% | $9.6M | 260,306 | $9.2M | 270,834 | -10,528-3.89% | Reduce |
| DDIMENSIONAL ETF TRUSTDFSU |
| 0.99% | 1.06% | $9.1M | 194,776 | $8.6M | 210,344 | -15,568-7.40% | Reduce |
| VVANGUARD INSTL INDEX FDVBIL |
| 0.83% | 1.07% | $7.6M | 100,758 | $8.7M | 115,370 | -14,612-12.67% | Reduce |
| DDIMENSIONAL ETF TRUSTDFCF |
| 0.67% | 0.99% | $6.2M | 146,198 | $8.1M | 192,203 | -46,005-23.94% | Reduce |
ALPHABET INCGOOGL |
| 0.6% | 0.55% | $5.5M | 15,362 | $4.5M | 15,607 | -245-1.57% | Reduce |
AVANTIS INTLNGG |
| 0.59% | 0.6% | $5.5M | 61,103 | $4.9M | 57,857 | +3,246+5.61% | Add |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.43% | $4.5M | 12,636 | $3.6M | 12,405 | +231+1.86% | Add |
| DDIMENSIONAL ETF TRUSTDFEM |
| 0.48% | 0.47% | $4.4M | 109,192 | $3.8M | 111,302 | -2,110-1.90% | Reduce |
| DDIMENSIONAL ETF TRUSTDFSD |
| 0.45% | 2.66% | $4.2M | 87,060 | $21.8M | 455,308 | -368,248-80.88% | Reduce |
VISA INCV |
| 0.41% | 0.41% | $3.8M | 11,046 | $3.3M | 11,017 | +29+0.26% | Add |
| VVANGUARD WHITEHALL FDSVYMI |
| 0.39% | 0.42% | $3.6M | 36,649 | $3.5M | 36,649 | 00.00% | Unchanged |
WALMART INCWMT |
| 0.36% | 0.45% | $3.4M | 29,602 | $3.7M | 29,580 | +22+0.07% | Add |
MICROSOFT CORPMSFT |
| 0.35% | 0.37% | $3.2M | 8,518 | $3.1M | 8,271 | +247+2.99% | Add |
ANDERSONS INC COMANDE |
| 0.32% | 0.35% | $3.0M | 43,555 | $2.9M | 39,984 | +3,571+8.93% | Add |
AMAZON COM INCAMZN |
| 0.3% | 0.29% | $2.8M | 11,743 | $2.4M | 11,518 | +225+1.95% | Add |
WESBANCO INCWSBC |
| 0.3% | 0.3% | $2.8M | 71,568 | $2.5M | 71,324 | +244+0.34% | Add |
MCDONALDS CORPMCD |
| 0.27% | 0.4% | $2.5M | 9,331 | $3.3M | 10,541 | -1,210-11.48% | Reduce |
| DDIMENSIONAL U.S. EQUITY MARKET ETFDFUS |
| 0.25% | 0.27% | $2.3M | 27,525 | $2.2M | 30,775 | -3,250-10.56% | Reduce |
JPMORGAN CHASE & COJPM |
| 0.22% | 0.22% | $2.1M | 6,304 | $1.8M | 6,181 | +123+1.99% | Add |
| DDIMENSIONAL ETF TRUSTDFAU |
| 0.2% | 0.01% | $1.8M | 35,752 | $73,636 | 1,632 | +34,120+2,090.69% | Add |
SYSCO CORP COMSYY |
| 0.2% | 0.19% | $1.8M | 21,726 | $1.5M | 21,613 | +113+0.52% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.19% | 0.18% | $1.7M | 2,288 | $1.5M | 2,292 | -4-0.17% | Reduce |
CATERPILLAR INCCAT |
| 0.17% | 0.12% | $1.6M | 1,504 | $983,344 | 1,388 | +116+8.36% | Add |
| VVANGUARD MUN BD FDSVCRM |
| 0.17% | 0.16% | $1.6M | 20,403 | $1.3M | 17,903 | +2,500+13.96% | Add |
| VVANGUARD TOTALBND |
| 0.16% | 0.18% | $1.5M | 20,216 | $1.5M | 20,189 | +27+0.13% | Add |
| DDIMENSIONAL USDFUV |
| 0.16% | 0.15% | $1.4M | 26,169 | $1.3M | 26,169 | 00.00% | Unchanged |
UMB FINL CORPUMBF |
| 0.16% | 0.15% | $1.4M | 10,063 | $1.2M | 10,999 | -936-8.51% | Reduce |
MICRON TECHNOLOGY INCMU |
| 0.14% | 0.07% | $1.3M | 1,144 | $542,234 | 1,605 | -461-28.72% | Reduce |
GE VERNOVA INCGEV |
| 0.13% | 0.12% | $1.2M | 1,054 | $1.0M | 1,152 | -98-8.51% | Reduce |
EXXON MOBIL CORPXOM |
| 0.13% | 0.18% | $1.2M | 8,942 | $1.5M | 8,693 | +249+2.86% | Add |
PROCTER & GAMBLE COPG |
| 0.13% | 0.14% | $1.2M | 8,229 | $1.2M | 8,168 | +61+0.75% | Add |
JOHNSON & JOHNSONJNJ |
| 0.12% | 0.13% | $1.1M | 4,507 | $1.1M | 4,409 | +98+2.22% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.12% | 0.15% | $1.1M | 1,216 | $1.2M | 1,207 | +9+0.75% | Add |
| DDIMENSIONAL ETF TRUSTDFIV |
| 0.12% | 0.14% | $1.1M | 20,785 | $1.1M | 21,205 | -420-1.98% | Reduce |
WELLTOWER INC COMWELL |
| 0.12% | 0.11% | $1.1M | 4,706 | $910,238 | 4,604 | +102+2.22% | Add |
| CCITIGROUP INCC |
| 0.11% | 0.1% | $1.0M | 7,427 | $810,440 | 7,146 | +281+3.93% | Add |
| IISHARES TRIVV |
| 0.11% | 0.13% | $1.0M | 1,347 | $1.0M | 1,574 | -227-14.42% | Reduce |