| VVANGUARD INDEX FDSVOO |
| 26.87% | 27.11% | $5.8M | 8,158 | $5.0M | 8,444 | -286-3.39% | Reduce |
| VVANGUARD TOTALBND |
| 9.56% | 10.3% | $2.1M | 28,572 | $1.9M | 26,034 | +2,538+9.75% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 6.59% | 7.03% | $1.4M | 15,405 | $1.3M | 15,879 | -474-2.99% | Reduce |
| IISHARES TRAGG |
| 6.37% | 7.55% | $1.4M | 14,127 | $1.4M | 14,152 | -25-0.18% | Reduce |
CROWDSTRIKE HLDGS INCCRWD |
| 5.73% | — | $1.2M | 1,620 | $0 | 0 | +1,620 | New Buy |
| VVANGUARD INTL EQUITY INDEX FVPL |
| 5.43% | 5.62% | $1.2M | 10,402 | $1.0M | 10,713 | -311-2.90% | Reduce |
| SSELECT SECTOR SPDR TRXLE |
| 3.45% | 4.12% | $743,317 | 12,352 | $767,548 | 12,529 | -177-1.41% | Reduce |
| IISHARES TRTIP |
| 3.24% | 2.53% | $698,321 | 6,535 | $470,989 | 4,268 | +2,267+53.12% | Add |
| VVANGUARD FSTEVWO |
| 3.08% | 3.45% | $663,998 | 11,006 | $642,295 | 11,883 | -877-7.38% | Reduce |
APPLE INCAAPL |
| 2.18% | 2.96% | $469,991 | 1,525 | $551,844 | 2,174 | -649-29.85% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.17% | 2.02% | $467,621 | 605 | $376,742 | 579 | +26+4.49% | Add |
| SSIMPLIFY EXCHANGE TRADED FUNTUA |
| 2.07% | 2.49% | $447,121 | 22,004 | $464,284 | 22,004 | 00.00% | Unchanged |
| IISHARES INCIEMG |
| 2.04% | 2.16% | $440,285 | 5,534 | $402,109 | 5,765 | -231-4.01% | Reduce |
| GGLOBAL X FDSMLPX |
| 2.02% | 2.37% | $435,256 | 5,916 | $441,290 | 5,968 | -52-0.87% | Reduce |
| IISHARES 7-10YRIEF |
| 1.97% | 2.62% | $424,470 | 4,576 | $487,698 | 5,110 | -534-10.45% | Reduce |
| IISHARES INCEUSA |
| 1.92% | 1.92% | $414,298 | 3,511 | $357,314 | 3,511 | 00.00% | Unchanged |
| VVANGUARD EMERGINGVWOB |
| 1.89% | 2.87% | $407,963 | 6,185 | $534,191 | 8,132 | -1,947-23.94% | Reduce |
| VVANGUARD MIDVO |
| 1.72% | 1.81% | $370,630 | 4,480 | $336,575 | 1,172 | +3,308+282.25% | Add |
NVIDIA CORPORATIONNVDA |
| 1.51% | 1.41% | $326,325 | 1,500 | $261,600 | 1,500 | 00.00% | Unchanged |
| IINVESCO QQQ TRVOO |
| 1.39% | 1.32% | $299,882 | 416 | $245,879 | 426 | -10-2.35% | Reduce |
| IISHARES INCEWC |
| 1.3% | 1.39% | $279,573 | 4,546 | $258,707 | 4,722 | -176-3.73% | Reduce |
NVIDIA CORPORATIONNVDA |
| 1.24% | 1.15% | $267,587 | 1,230 | $214,512 | 1,230 | 00.00% | Unchanged |
AMAZON COM INCAMZN |
| 1.17% | — | $252,819 | 909 | $0 | 0 | +909 | New Buy |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 1.11% | 1.31% | $238,400 | 4,092 | $243,679 | 4,092 | 00.00% | Unchanged |
| VVANGUARD BD INDEX FDSBSV |
| 1.07% | 1.26% | $231,373 | 2,987 | $234,211 | 2,987 | 00.00% | Unchanged |
| PPIMCO ETF TRLTPZ |
| 0.99% | 1.37% | $212,945 | 4,468 | $255,405 | 5,005 | -537-10.73% | Reduce |
BROADCOM INC COMAVGO |
| 0.98% | — | $211,200 | 500 | $0 | 0 | +500 | New Buy |
| IINVESCO S&PSPHQ |
| 0.97% | — | $209,500 | 2,436 | $0 | 0 | +2,436 | New Buy |