MICROSOFT CORPMSFT |
| 5.86% | 6.33% | $23.1M | 61,882 | $22.8M | 61,495 | +387+0.63% | Add |
| VVANGUARD INDEX FDSVTV |
| 4.88% | 4.89% | $19.2M | 88,161 | $17.6M | 89,521 | -1,360-1.52% | Reduce |
| VVANGUARD SCOTTSDALE FDSBSV |
| 4.48% | 5.11% | $17.6M | 223,282 | $18.3M | 231,429 | -8,147-3.52% | Reduce |
| VVANGUARD FTSEVEA |
| 4.12% | 3.94% | $16.2M | 227,588 | $14.2M | 220,871 | +6,717+3.04% | Add |
| SSTATE STREETSPYM |
| 3.62% | 3.37% | $14.3M | 162,191 | $12.1M | 158,064 | +4,127+2.61% | Add |
| VVANGUARD BD INDEX FDSBSV |
| 3.24% | 3.63% | $12.8M | 163,804 | $13.1M | 166,443 | -2,639-1.59% | Reduce |
| AAlphabet Inc Class CGOOG |
| 3.22% | 2.99% | $12.7M | 35,941 | $10.7M | 37,392 | -1,451-3.88% | Reduce |
| DDIMENSIONAL ETF TRUSTDFIV |
| 2.74% | 2.92% | $10.8M | 200,201 | $10.5M | 198,642 | +1,559+0.78% | Add |
| SSTATE STREETSPYV |
| 2.35% | 2.34% | $9.2M | 152,106 | $8.4M | 148,897 | +3,209+2.16% | Add |
JPMORGAN CHASE & COJPM |
| 2.26% | 2.31% | $8.9M | 27,174 | $8.3M | 28,242 | -1,068-3.78% | Reduce |
| VVANGUARD SCOTTSDALE FDSBNDW |
| 2.23% | 2.36% | $8.8M | 128,126 | $8.5M | 123,961 | +4,165+3.36% | Add |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 2.1% | 2.24% | $8.3M | 100,089 | $8.0M | 97,089 | +3,000+3.09% | Add |
| IISHARES TRIVV |
| 2.08% | 2.13% | $8.2M | 10,928 | $7.7M | 11,723 | -795-6.78% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.93% | 1.59% | $7.6M | 15,958 | $5.7M | 16,935 | -977-5.77% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.87% | 1.78% | $7.4M | 85,760 | $6.4M | 14,651 | +71,109+485.35% | Add |
| SSPDR SERIES TRUSTSPYG |
| 1.85% | 1.57% | $7.3M | 61,190 | $5.7M | 57,749 | +3,441+5.96% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 1.71% | 1.71% | $6.7M | 31,632 | $6.2M | 32,102 | -470-1.46% | Reduce |
CATERPILLAR INCCAT |
| 1.54% | 1.21% | $6.1M | 5,707 | $4.4M | 6,145 | -438-7.13% | Reduce |
AMPHENOL CORPAPH |
| 1.47% | 1.2% | $5.8M | 32,776 | $4.3M | 34,103 | -1,327-3.89% | Reduce |
| IISHARES INCIEMG |
| 1.46% | 1.34% | $5.7M | 69,297 | $4.8M | 68,989 | +308+0.45% | Add |
CUMMINS INCCMI |
| 1.44% | 1.27% | $5.7M | 7,949 | $4.6M | 8,479 | -530-6.25% | Reduce |
| AAVANTIS U SAVUV |
| 1.39% | 1.34% | $5.5M | 43,877 | $4.8M | 43,741 | +136+0.31% | Add |
| AAvantis US Small Cap Value ETFAVDV |
| 1.35% | 1.47% | $5.3M | 51,721 | $5.3M | 52,915 | -1,194-2.26% | Reduce |
APPLE INCAAPL |
| 1.32% | 1.27% | $5.2M | 17,958 | $4.6M | 18,017 | -59-0.33% | Reduce |
| IISHARES TRSTIP |
| 1.26% | 1.35% | $5.0M | 48,521 | $4.9M | 46,974 | +1,547+3.29% | Add |
| VVANGUARD SMALLVBR |
| 1.23% | 1.23% | $4.9M | 20,019 | $4.4M | 20,306 | -287-1.41% | Reduce |
| IISHARES COREIJR |
| 1.22% | 1.13% | $4.8M | 32,352 | $4.0M | 32,576 | -224-0.69% | Reduce |
AMERICAN EXPRESS COAXP |
| 1.15% | 1.15% | $4.5M | 13,401 | $4.1M | 13,636 | -235-1.72% | Reduce |
| AAMERICAN CENTY ETF TRAVLV |
| 1.09% | 1.06% | $4.3M | 47,117 | $3.8M | 47,406 | -289-0.61% | Reduce |
LINDE PLCLIN |
| 1.09% | 1.15% | $4.3M | 8,267 | $4.1M | 8,366 | -99-1.18% | Reduce |
| VVANGUARD INDEX FDSVB |
| 1.06% | 0.99% | $4.2M | 13,764 | $3.6M | 13,599 | +165+1.21% | Add |
ELI LILLY & COLLY |
| 1.06% | 0.87% | $4.2M | 3,470 | $3.1M | 3,380 | +90+2.66% | Add |
| QQUALCOMM INCQCOM |
| 1% | 0.8% | $3.9M | 21,259 | $2.9M | 22,184 | -925-4.17% | Reduce |
| GGILEAD SCIENCES INC COMGILD |
| 0.98% | 1.21% | $3.9M | 30,669 | $4.4M | 31,246 | -577-1.85% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.91% | 0.86% | $3.6M | 9,668 | $3.1M | 9,688 | -20-0.21% | Reduce |
ECOLAB INCECL |
| 0.82% | 0.89% | $3.2M | 11,555 | $3.2M | 12,013 | -458-3.81% | Reduce |
STRYKER CORPORATIONSYK |
| 0.8% | 0.98% | $3.2M | 10,047 | $3.5M | 10,733 | -686-6.39% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.79% | 0.75% | $3.1M | 4,190 | $2.7M | 4,127 | +63+1.53% | Add |
| VVANGUARD FSTEVWO |
| 0.79% | 0.79% | $3.1M | 51,880 | $2.9M | 52,764 | -884-1.68% | Reduce |
| AAMERICAN CENTY ETF TRAVEM |
| 0.76% | 0.71% | $3.0M | 31,190 | $2.5M | 31,557 | -367-1.16% | Reduce |
| SSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSCHC |
| 0.71% | 0.72% | $2.8M | 58,048 | $2.6M | 55,382 | +2,666+4.81% | Add |
| IISHARES TREFG |
| 0.7% | 0.66% | $2.8M | 22,193 | $2.4M | 21,157 | +1,036+4.90% | Add |
| VVANGUARD INDEX FDSVV |
| 0.67% | 0.64% | $2.6M | 7,704 | $2.3M | 7,704 | 00.00% | Unchanged |
VISA INCV |
| 0.67% | 0.64% | $2.6M | 7,643 | $2.3M | 7,662 | -19-0.25% | Reduce |
PEPSICO INCPEP |
| 0.65% | 0.85% | $2.6M | 19,018 | $3.1M | 19,652 | -634-3.23% | Reduce |
| IISHARES TRGVI |
| 0.65% | 0.77% | $2.5M | 23,905 | $2.8M | 25,865 | -1,960-7.58% | Reduce |
| NNEXTERA ENERGY INCNEE |
| 0.65% | 0.72% | $2.5M | 28,996 | $2.6M | 27,801 | +1,195+4.30% | Add |
| DDIMENSIONAL USDFUV |
| 0.62% | 0.6% | $2.4M | 44,265 | $2.1M | 44,320 | -55-0.12% | Reduce |
LOWES COS INC COMLOW |
| 0.62% | 0.74% | $2.4M | 11,006 | $2.7M | 11,258 | -252-2.24% | Reduce |
| SSTATE STREETSPSM |
| 0.61% | 0.58% | $2.4M | 41,971 | $2.1M | 43,143 | -1,172-2.72% | Reduce |