I ISHARES TR IVV
6.75% 6.35% $6.19B 8.3M $5.15B 7.9M +378,901 +4.80% Add NVIDIA CORPORATION NVDA
4.54% 4.63% $4.17B 20.9M $3.76B 21.5M -694,153 -3.22% Reduce APPLE INC AAPL
4.14% 4.15% $3.80B 13.1M $3.37B 13.3M -145,615 -1.10% Reduce D DIMENSIONAL U.S. EQUITY MARKET ETF DFUS
3.55% 3.85% $3.26B 39.8M $3.13B 44.1M -4.3M -9.81% Reduce P PGIM AAA PAAA
2.93% 2.79% $2.69B 52.5M $2.27B 44.3M +8.2M +18.55% Add MICROSOFT CORP MSFT
2.69% 3.17% $2.47B 6.6M $2.57B 7.0M -339,449 -4.88% Reduce AMAZON COM INC AMZN
2.32% 2.11% $2.13B 8.9M $1.71B 8.2M +698,845 +8.50% Add ALPHABET INC GOOGL
2.05% 1.92% $1.89B 5.3M $1.56B 5.4M -146,780 -2.71% Reduce A Alphabet Inc Class C GOOG
1.66% 1.55% $1.52B 4.3M $1.26B 4.4M -74,941 -1.71% Reduce BROADCOM INC AVGO
1.63% 1.64% $1.50B 4.0M $1.33B 4.3M -331,011 -7.69% Reduce P PGIM ULTRA PULS
1.47% 1.37% $1.35B 27.2M $1.11B 22.4M +4.8M +21.20% Add I ISHARES TR LQD
1.26% 1.42% $1.16B 10.6M $1.16B 10.6M 0 0.00% Unchanged MICRON TECHNOLOGY INC MU
1.23% 0.48% $1.13B 979,987 $385.7M 1.1M -161,824 -14.17% Reduce META PLATFORMS INC META
1.09% 1.41% $1.00B 1.8M $1.15B 2.0M -226,302 -11.28% Reduce V VANGUARD INDEX FDS VOO
1.08% 1.07% $995.2M 1.4M $866.0M 1.4M -150 -0.01% Reduce TESLA INC TSLA
0.97% 1% $886.0M 2.1M $808.6M 2.2M -68,746 -3.16% Reduce ELI LILLY & CO LLY
0.96% 0.83% $880.6M 734,148 $672.9M 731,555 +2,593 +0.35% Add S STATE STR SPDR S&P 500 ETF T SPY
0.86% 0.63% $785.1M 1.1M $509.8M 783,836 +267,500 +34.13% Add I ISHARES TR IWD
0.82% 0.98% $753.4M 3.1M $798.3M 3.7M -628,343 -16.82% Reduce ADVANCED MICRO DEVICES INC AMD
0.81% 0.29% $741.5M 1.3M $232.0M 1.1M +136,165 +11.94% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.77% 0.87% $703.4M 1.4M $702.7M 1.5M -60,639 -4.14% Reduce P PGIM ETF TR PHYL
0.75% 0.84% $688.9M 19.8M $685.5M 19.8M -43,668 -0.22% Reduce WELLTOWER INC COM WELL
0.75% 0.74% $688.1M 3.0M $600.2M 3.0M -4,200 -0.14% Reduce JPMORGAN CHASE & CO JPM
0.72% 0.81% $660.2M 2.0M $655.0M 2.2M -209,619 -9.41% Reduce APPLIED MATLS INC AMAT
0.72% 0.32% $659.7M 912,379 $261.3M 764,612 +147,767 +19.33% Add I ISHARES TR IEFA
0.68% 0.59% $625.2M 6.5M $481.4M 5.3M +1.2M +21.73% Add INTEL CORP INTC
0.67% 0.16% $619.6M 4.4M $127.6M 2.9M +1.5M +53.46% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
0.67% 0.54% $616.6M 14.9M $438.7M 11.3M +3.7M +32.76% Add P PGIM ETF TR PCS
0.66% 0.63% $607.2M 12.2M $508.0M 10.2M +2.0M +19.68% Add LAM RESEARCH CORP LRCX
0.66% 0.45% $606.3M 1.4M $367.7M 1.7M -321,622 -18.69% Reduce EXXON MOBIL CORP XOM
0.65% 0.88% $596.3M 4.4M $710.6M 4.2M +172,640 +4.12% Add P PROLOGIS INC. COM PLD
0.65% 0.77% $594.1M 4.4M $626.2M 4.7M -352,507 -7.44% Reduce CATERPILLAR INC CAT
0.61% 0.45% $560.2M 526,085 $367.0M 517,958 +8,127 +1.57% Add JOHNSON & JOHNSON JNJ
0.61% 0.79% $560.0M 2.2M $640.7M 2.6M -416,164 -15.88% Reduce V VANGUARD SPECIALIZED FUNDS VIG
0.6% 0.66% $547.5M 2.3M $535.0M 2.5M -173,913 -6.99% Reduce D DIMENSIONAL ETF TRUST DFCF
0.59% 0.56% $543.5M 12.9M $457.0M 10.8M +2.1M +18.95% Add P PGIM ETF TR PCI
0.58% 0.67% $532.5M 10.7M $543.4M 10.9M -200,000 -1.84% Reduce ABBVIE INC ABBV
0.52% 0.48% $479.4M 1.9M $391.9M 1.8M +103,165 +5.73% Add V VANGUARD INDEX FDS VNQ
0.52% 0.46% $474.3M 4.9M $372.2M 4.2M +722,085 +17.21% Add I ISHARES RUSSELL IWF
0.5% 0.28% $454.7M 3.7M $229.1M 537,253 +3.1M +581.61% Add MASTERCARD INCORPORATED MA
0.49% 0.59% $449.1M 874,329 $479.4M 959,364 -85,035 -8.86% Reduce VISA INC V
0.46% 0.41% $418.7M 1.2M $330.8M 1.1M +126,101 +11.52% Add EQUINIX INC EQIX
0.45% 0.47% $409.2M 392,564 $384.1M 391,800 +764 +0.19% Add CISCO SYS INC CSCO
0.4% 0.28% $370.2M 3.2M $227.7M 2.9M +216,336 +7.37% Add C CITIGROUP INC C
0.39% 0.39% $361.1M 2.6M $312.9M 2.8M -179,426 -6.50% Reduce UNITEDHEALTH GROUP INC UNH
0.39% 0.28% $360.0M 866,272 $228.6M 844,658 +21,614 +2.56% Add S SANDISK CORP COM SNDK
0.37% 0.14% $338.1M 148,689 $110.8M 174,357 -25,668 -14.72% Reduce COSTCO WHOLESALE CORPORATION COST
0.36% 0.54% $330.9M 353,757 $438.7M 440,304 -86,547 -19.66% Reduce GE VERNOVA INC GEV
0.35% 0.31% $323.7M 275,549 $254.3M 291,372 -15,823 -5.43% Reduce SIMON PPTY GROUP INC NEW COM SPG
0.35% 0.35% $321.3M 1.4M $287.8M 1.5M -106,338 -6.89% Reduce 
