 NVIDIA CORPORATIONNVDA |
| 3.54% | 3.44% | $4.07B | 22.6M | $3.78B | 21.7M | +883,374+4.07% | Add |
 APPLE INCAAPL |
| 2.13% | 2.6% | $2.44B | 8.4M | $2.86B | 11.3M | -2.8M-24.92% | Reduce |
 MICROSOFT CORPMSFT |
| 1.92% | 2.36% | $2.21B | 5.9M | $2.59B | 7.0M | -1.1M-15.54% | Reduce |
 AMAZON COM INCAMZN |
| 1.83% | 1.99% | $2.10B | 9.4M | $2.19B | 10.5M | -1.0M-9.98% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.76% | 1.53% | $2.02B | 5.7M | $1.68B | 5.9M | -147,022-2.51% | Reduce |
| VVANGUARD FTSEVEA |
| 1.54% | 1.44% | $1.77B | 24.9M | $1.58B | 24.7M | +123,806+0.50% | Add |
 BROADCOM INCAVGO |
| 1.47% | 1.43% | $1.69B | 4.5M | $1.57B | 5.1M | -612,929-12.08% | Reduce |
| SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG |
| 1.4% | 1.26% | $1.61B | 47.7M | $1.39B | 47.6M | +95,450+0.20% | Add |
| CCABLE ONE INCCABO |
| 1.39% | 1.32% | $1.60B | 2.5M | $1.46B | 1.9M | +530,000+27.39% | Add |
| SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV |
| 1.36% | 1.24% | $1.57B | 45.0M | $1.37B | 44.8M | +256,400+0.57% | Add |
| VVANGUARD TOTALBND |
| 1.28% | 1.25% | $1.47B | 20.1M | $1.37B | 18.6M | +1.5M+7.79% | Add |
 ALPHABET INCGOOGL |
| 1.23% | 1.09% | $1.42B | 4.0M | $1.20B | 4.2M | -197,493-4.74% | Reduce |
| IISHARES TRIDEV |
| 1.01% | 0.95% | $1.16B | 13.0M | $1.04B | 12.4M | +547,140+4.40% | Add |
 META PLATFORMS INCMETA |
| 0.89% | 1.03% | $1.02B | 1.8M | $1.13B | 2.0M | -161,905-8.21% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.88% | 0.8% | $1.01B | 2.1M | $875.8M | 2.6M | -466,881-18.02% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 0.86% | 0.25% | $991.5M | 859,005 | $271.0M | 802,106 | +56,899+7.09% | Add |
| SSCHWAB USSCHX |
| 0.83% | 0.76% | $950.6M | 32.3M | $834.0M | 32.5M | -229,420-0.71% | Reduce |
| VVANGUARD INDEX FDSVTV |
| 0.74% | 0.69% | $852.7M | 3.9M | $753.1M | 3.8M | +74,082+1.93% | Add |
 ELI LILLY & COLLY |
| 0.72% | 0.64% | $827.4M | 689,850 | $705.8M | 767,347 | -77,497-10.10% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 0.7% | 0.64% | $801.3M | 15.8M | $706.7M | 14.2M | +1.7M+11.85% | Add |
| VVANGUARD INDEX FDSVUG |
| 0.67% | 0.59% | $773.3M | 9.0M | $643.0M | 1.5M | +7.5M+509.86% | Add |
| IISHARES INCIEMG |
| 0.67% | 0.58% | $764.6M | 9.2M | $633.0M | 9.1M | +155,185+1.71% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.65% | 0.32% | $743.9M | 1.3M | $354.9M | 1.7M | -463,959-26.60% | Reduce |
| NNUSHARES ETF TRNXUS |
| 0.63% | 0.59% | $723.7M | 28.9M | $646.9M | 26.1M | +2.8M+10.66% | Add |
| SSEI QIMSEIM |
| 0.63% | 0.56% | $721.0M | 12.8M | $613.5M | 13.5M | -629,335-4.67% | Reduce |
| SSEI QIMSEIV |
| 0.61% | 0.56% | $700.9M | 14.6M | $620.9M | 14.9M | -337,951-2.26% | Reduce |
| VVANGUARD FSTEVWO |
| 0.59% | 0.56% | $681.2M | 11.4M | $610.6M | 11.3M | +114,504+1.01% | Add |
 VISA INCV |
| 0.57% | 0.51% | $654.7M | 1.9M | $558.2M | 1.8M | +61,231+3.32% | Add |
| VVANGUARD TOTALBNDX |
| 0.55% | 0.54% | $635.6M | 13.1M | $588.6M | 12.3M | +873,474+7.13% | Add |
 WELLTOWER INC COMWELL |
| 0.51% | 0.48% | $583.7M | 2.6M | $525.6M | 2.7M | -86,761-3.26% | Reduce |
 TESLA INCTSLA |
| 0.49% | 0.51% | $561.9M | 1.3M | $557.5M | 1.5M | -163,706-10.92% | Reduce |
| IISHARES TRGVI |
| 0.47% | 0.51% | $545.1M | 5.1M | $559.9M | 5.3M | -209,314-3.97% | Reduce |
 ASML HLDG NVASML |
| 0.45% | 0.35% | $519.7M | 261,246 | $379.4M | 287,225 | -25,979-9.04% | Reduce |
| SSCHWAB USSCHA |
| 0.44% | 0.39% | $502.5M | 13.9M | $428.5M | 14.7M | -825,857-5.60% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 0.43% | 0.57% | $497.8M | 969,206 | $621.4M | 1.2M | -274,351-22.06% | Reduce |
| SSTATE STREETSPHY |
| 0.43% | 0.42% | $496.2M | 21.2M | $462.5M | 19.8M | +1.3M+6.73% | Add |
 GE AEROSPACEGE |
| 0.39% | 0.35% | $446.4M | 1.2M | $382.9M | 1.3M | -155,074-11.49% | Reduce |
| SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO |
| 0.37% | 0.37% | $419.8M | 17.4M | $406.3M | 16.7M | +648,099+3.87% | Add |
 GE VERNOVA INCGEV |
| 0.36% | 0.35% | $418.3M | 356,048 | $380.5M | 435,878 | -79,830-18.31% | Reduce |
 WOODWARD INCWWD |
| 0.36% | 0.29% | $417.5M | 981,425 | $323.7M | 904,404 | +77,021+8.52% | Add |
 LAM RESEARCH CORPLRCX |
| 0.36% | 0.22% | $416.0M | 959,938 | $238.1M | 1.1M | -154,301-13.85% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 0.36% | 0.44% | $408.5M | 1.6M | $479.5M | 2.0M | -352,849-17.99% | Reduce |
 JPMORGAN CHASE & COJPM |
| 0.33% | 0.35% | $384.5M | 1.2M | $382.0M | 1.3M | -123,841-9.54% | Reduce |
| VVANGUARD SMALLVBR |
| 0.32% | 0.29% | $368.2M | 1.5M | $323.0M | 1.5M | +28,870+1.94% | Add |
 APPLIED MATLS INCAMAT |
| 0.32% | 0.2% | $365.5M | 505,531 | $223.8M | 654,891 | -149,360-22.81% | Reduce |
| SSCHWAB USSCHP |
| 0.32% | 0.31% | $362.2M | 13.7M | $344.7M | 13.0M | +712,535+5.50% | Add |
| VVANGUARD INDEX FDSVBK |
| 0.31% | 0.27% | $359.4M | 982,654 | $297.6M | 984,721 | -2,067-0.21% | Reduce |
| IISHARES TRIEFA |
| 0.3% | 0.29% | $348.9M | 3.6M | $320.6M | 3.5M | +70,438+1.99% | Add |
| SSEI QIMSEIQ |
| 0.3% | 0.27% | $340.7M | 8.6M | $299.0M | 8.2M | +432,507+5.27% | Add |
 CISCO SYS INCCSCO |
| 0.29% | 0.21% | $334.6M | 2.8M | $225.9M | 2.9M | -62,230-2.14% | Reduce |
