 ELI LILLY & COLLY |
| 24.65% | 22.44% | $283.9M | 236,707 | $217.7M | 236,682 | +25+0.01% | Add |
 APPLE INCAAPL |
| 4.74% | 4.96% | $54.5M | 188,477 | $48.2M | 189,780 | -1,303-0.69% | Reduce |
| VVANGUARD FTSEVEA |
| 3.71% | 4.05% | $42.7M | 599,843 | $39.3M | 613,020 | -13,177-2.15% | Reduce |
| IISHARES TRIVV |
| 3.19% | 3.07% | $36.7M | 49,031 | $29.8M | 45,597 | +3,434+7.53% | Add |
| WWISDOMTREE TRDOL |
| 1.99% | 1.89% | $22.9M | 307,535 | $18.3M | 269,551 | +37,984+14.09% | Add |
| IISHARES INCIEMG |
| 1.69% | 1.68% | $19.5M | 235,252 | $16.3M | 233,107 | +2,145+0.92% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.6% | 1.68% | $18.5M | 92,277 | $16.3M | 93,258 | -981-1.05% | Reduce |
 REVVITY INCRVTY |
| 1.57% | 1.47% | $18.1M | 162,671 | $14.3M | 162,671 | 00.00% | Unchanged |
| IISHARES TRTIP |
| 1.56% | 1.56% | $18.0M | 164,657 | $15.2M | 137,511 | +27,146+19.74% | Add |
 PEPSICO INCPEP |
| 1.52% | 2.11% | $17.5M | 129,269 | $20.4M | 131,572 | -2,303-1.75% | Reduce |
| IISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETFISHG |
| 1.46% | 1.53% | $16.9M | 227,206 | $14.9M | 200,527 | +26,679+13.30% | Add |
| SSTATE STREETSPMD |
| 1.45% | 1.45% | $16.7M | 247,468 | $14.1M | 237,889 | +9,579+4.03% | Add |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 1.43% | 1.39% | $16.5M | 187,887 | $13.5M | 36,621 | +151,266+413.06% | Add |
 AMAZON COM INCAMZN |
| 1.43% | 1.5% | $16.4M | 68,914 | $14.5M | 69,855 | -941-1.35% | Reduce |
| IISHARES TRIEI |
| 1.36% | 1.36% | $15.7M | 133,496 | $13.2M | 111,559 | +21,937+19.66% | Add |
| IISHARES TRTLH |
| 1.34% | 1.31% | $15.5M | 154,327 | $12.7M | 126,045 | +28,282+22.44% | Add |
| SSPDR INDEX SHS FDSSPDW |
| 1.27% | 1.36% | $14.6M | 289,451 | $13.2M | 289,571 | -120-0.04% | Reduce |
| SSPDR INDEX SHS FDSSPEM |
| 1.21% | 1.2% | $14.0M | 269,542 | $11.7M | 248,602 | +20,940+8.42% | Add |
| GGENERAL DYNAMICS CORPVTI |
| 1.14% | 1.18% | $13.1M | 35,458 | $11.4M | 35,647 | -189-0.53% | Reduce |
 ISHARES MBSACGL |
| 1.11% | 0.96% | $12.8M | 134,989 | $9.3M | 97,714 | +37,275+38.15% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 0.86% | 0.93% | $9.9M | 41,956 | $9.0M | 41,959 | -3-0.01% | Reduce |
| GGLOBAL X FDSPAVE |
| 0.85% | 0.82% | $9.8M | 167,112 | $8.0M | 156,752 | +10,360+6.61% | Add |
| WWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS |
| 0.85% | 0.89% | $9.8M | 151,624 | $8.7M | 144,086 | +7,538+5.23% | Add |
| IISHARES TRGVI |
| 0.79% | 0.52% | $9.1M | 84,856 | $5.0M | 47,191 | +37,665+79.81% | Add |
| IISHARES TRSHYG |
| 0.79% | 0.9% | $9.1M | 215,130 | $8.8M | 207,426 | +7,704+3.71% | Add |
| AAVANTIS U SAVUV |
| 0.78% | 0.7% | $9.0M | 72,006 | $6.8M | 61,549 | +10,457+16.99% | Add |
 MICROSOFT CORPMSFT |
| 0.76% | 0.88% | $8.7M | 23,392 | $8.6M | 23,115 | +277+1.20% | Add |
| AAMERICAN CENTY ETF TRDSPY |
| 0.75% | 0.67% | $8.7M | 132,338 | $6.5M | 108,720 | +23,618+21.72% | Add |
 TESLA INCTSLA |
| 0.74% | 0.77% | $8.5M | 20,254 | $7.4M | 20,036 | +218+1.09% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.71% | 0.81% | $8.2M | 16,404 | $7.8M | 16,358 | +46+0.28% | Add |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 0.71% | 0.8% | $8.2M | 99,694 | $7.8M | 93,900 | +5,794+6.17% | Add |
| SSTATE STREETSPIB |
| 0.69% | 0.7% | $8.0M | 237,891 | $6.8M | 201,916 | +35,975+17.82% | Add |
 CROWDSTRIKE HLDGS INCCRWD |
| 0.68% | 0.46% | $7.8M | 10,222 | $4.5M | 11,539 | -1,317-11.41% | Reduce |
| VVANGUARD WHITEHALL FDSVYM |
| 0.67% | 0.74% | $7.7M | 48,901 | $7.2M | 48,650 | +251+0.52% | Add |
| VVANGUARD MIDVO |
| 0.66% | 0.7% | $7.6M | 94,784 | $6.8M | 23,705 | +71,079+299.85% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.66% | 0.55% | $7.6M | 15,963 | $5.4M | 15,873 | +90+0.57% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 0.66% | 0.55% | $7.6M | 72,923 | $5.4M | 55,099 | +17,824+32.35% | Add |
| FFIRST TR EXCHANGE TRADED FDFYC |
| 0.65% | 0.63% | $7.5M | 56,594 | $6.2M | 55,568 | +1,026+1.85% | Add |
| AAMERICAN CENTY ETF TRAVLV |
| 0.62% | 0.52% | $7.1M | 78,358 | $5.0M | 62,578 | +15,780+25.22% | Add |
| VVANGUARD INDEX FDSVV |
| 0.62% | 0.64% | $7.1M | 20,716 | $6.2M | 20,888 | -172-0.82% | Reduce |
| WWISDOMTREE TRDEM |
| 0.6% | 0.65% | $7.0M | 129,281 | $6.3M | 127,333 | +1,948+1.53% | Add |
| IISHARES TRGVI |
| 0.59% | 0.54% | $6.8M | 63,633 | $5.2M | 49,032 | +14,601+29.78% | Add |
| WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES |
| 0.56% | 0.59% | $6.4M | 157,674 | $5.7M | 159,821 | -2,147-1.34% | Reduce |
 ALPHABET INCGOOGL |
| 0.55% | 0.53% | $6.3M | 17,578 | $5.2M | 17,912 | -334-1.86% | Reduce |
| IISHARES TRDGRO |
| 0.54% | 0.59% | $6.2M | 81,697 | $5.7M | 81,896 | -199-0.24% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.49% | 0.49% | $5.7M | 16,097 | $4.7M | 16,554 | -457-2.76% | Reduce |
| IISHARES MSCI EAFE SMALL-CAP ETFSCZ |
| 0.49% | 0.54% | $5.7M | 68,728 | $5.2M | 66,479 | +2,249+3.38% | Add |
| PPROSHARES TRREGL |
| 0.49% | 0.5% | $5.6M | 61,148 | $4.9M | 56,488 | +4,660+8.25% | Add |
| VVANGUARD WORLD FDVFH |
| 0.48% | 0.47% | $5.6M | 42,323 | $4.6M | 37,935 | +4,388+11.57% | Add |
| VVANGUARD MUN BD FDSVTEB |
| 0.48% | 0.56% | $5.5M | 108,208 | $5.4M | 108,408 | -200-0.18% | Reduce |
