I ISHARES TR IVV
27.22% 24.66% $49.3M 65,842 $43.3M 66,356 -514 -0.77% Reduce J J P MORGAN EXCHANGE TRADED F JMUB
9.69% 13.34% $17.6M 346,476 $23.4M 468,963 -122,487 -26.12% Reduce I ISHARES TR IDEV
4.96% 1.78% $9.0M 100,895 $3.1M 37,417 +63,478 +169.65% Add DANAHER CORP DEL COM DHR
4.63% 4.81% $8.4M 43,987 $8.5M 44,575 -588 -1.32% Reduce I ISHARES TR TLT
2.8% 8.67% $5.1M 58,775 $15.2M 175,686 -116,911 -66.55% Reduce NVIDIA CORPORATION NVDA
2.8% 2.5% $5.1M 25,375 $4.4M 25,231 +144 +0.57% Add I ISHARES RUSSELL IWF
2.38% 2.1% $4.3M 34,688 $3.7M 8,672 +26,016 +300.00% Add I ISHARES TR IVW
2.2% 1.86% $4.0M 28,970 $3.3M 28,970 0 0.00% Unchanged I ISHARES CORE IJH
2.09% 1.89% $3.8M 49,119 $3.3M 49,119 0 0.00% Unchanged I ISHARES S&P IVE
1.93% 1.85% $3.5M 15,425 $3.3M 15,425 0 0.00% Unchanged APPLE INC AAPL
1.74% 1.36% $3.1M 10,866 $2.4M 9,442 +1,424 +15.08% Add I ISHARES TR IWD
1.57% 1.43% $2.8M 11,725 $2.5M 11,725 0 0.00% Unchanged V VANGUARD SCOTTSDALE FDS VGIT
1.5% 2.16% $2.7M 46,081 $3.8M 63,653 -17,572 -27.61% Reduce J JPMORGAN BETABUILDERS BBJP
1.46% 1.38% $2.7M 35,233 $2.4M 35,244 -11 -0.03% Reduce J JPMORGAN BETABUILDERS EUROPE ETF BBEU
1.3% 1.25% $2.4M 30,265 $2.2M 30,265 0 0.00% Unchanged J J P MORGAN EXCHANGE TRADED F JPIE
1.15% 1.19% $2.1M 45,384 $2.1M 45,384 0 0.00% Unchanged MICROSOFT CORP MSFT
1.15% 1.26% $2.1M 5,586 $2.2M 5,989 -403 -6.73% Reduce ALPHABET INC GOOGL
1.03% 0.45% $1.9M 5,228 $791,692 2,753 +2,475 +89.90% Add I ISHARES CORE IJR
0.99% 0.85% $1.8M 12,056 $1.5M 11,956 +100 +0.84% Add AMAZON COM INC AMZN
0.95% 0.75% $1.7M 7,188 $1.3M 6,340 +848 +13.38% Add I ISHARES INC IEMG
0.94% 0.82% $1.7M 20,535 $1.4M 20,535 0 0.00% Unchanged A Alphabet Inc Class C GOOG
0.89% 0.55% $1.6M 4,575 $967,862 3,374 +1,201 +35.60% Add I ISHARES TR IEI
0.77% 0.8% $1.4M 11,862 $1.4M 11,862 0 0.00% Unchanged VERALTO CORP COM SHS VLTO
0.75% 0.76% $1.4M 15,277 $1.3M 15,131 +146 +0.96% Add J JPMORGAN CORE PLUS BOND ETF JCPB
0.74% 0.75% $1.3M 28,444 $1.3M 27,943 +501 +1.79% Add I ISHARES TR USRT
0.7% 0.64% $1.3M 19,036 $1.1M 19,027 +9 +0.05% Add KLA CORP KLAC
0.7% 0.36% $1.3M 4,187 $636,081 432 +3,755 +869.21% Add BROADCOM INC AVGO
0.69% 0.58% $1.3M 3,310 $1.0M 3,293 +17 +0.52% Add S STATE STR SPDR S&P 500 ETF T SPY
0.61% 0.55% $1.1M 1,486 $966,320 1,486 0 0.00% Unchanged J JPMORGAN BETABUILDERS CANADA ETF BBCA
0.61% 0.6% $1.1M 11,116 $1.0M 11,127 -11 -0.10% Reduce J JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF BBHY
0.6% 0.61% $1.1M 23,506 $1.1M 23,506 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
0.52% 0.42% $944,889 2,887 $745,889 2,536 +351 +13.84% Add META PLATFORMS INC META
0.52% 0.48% $937,579 1,664 $835,578 1,460 +204 +13.97% Add COSTCO WHOLESALE CORPORATION COST
0.51% 0.56% $916,122 979 $980,803 984 -5 -0.51% Reduce ADVANCED MICRO DEVICES INC AMD
0.5% 0.15% $912,343 1,571 $255,007 1,254 +317 +25.28% Add G GENERAL DYNAMICS CORP GD
0.48% 0.43% $866,992 2,343 $751,647 2,343 0 0.00% Unchanged ELI LILLY & CO LLY
0.46% 0.33% $837,968 699 $588,322 640 +59 +9.22% Add MARVELL TECHNOLOGY INC MRVL
0.45% 0.19% $820,758 2,755 $325,502 3,286 -531 -16.16% Reduce S SELECT SECTOR SPDR TR XLF
0.45% 0.38% $818,856 15,274 $672,633 13,624 +1,650 +12.11% Add V VANGUARD FTSE VEA
0.45% 3.34% $808,262 11,344 $5.9M 91,547 -80,203 -87.61% Reduce MICRON TECHNOLOGY INC MU
0.44% — $793,749 688 $0 0 +688 New Buy LAM RESEARCH CORP LRCX
0.43% 0.22% $775,130 1,789 $383,045 1,793 -4 -0.22% Reduce V VANGUARD MID VO
0.4% 0.37% $725,130 9,000 $646,155 2,250 +6,750 +300.00% Add FORTIVE CORP COM FTV
0.38% 0.36% $696,976 11,409 $630,192 11,400 +9 +0.08% Add JOHNSON & JOHNSON JNJ
0.36% 0.34% $655,370 2,581 $590,201 2,415 +166 +6.87% Add J JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF BBAX
0.35% 0.36% $636,888 10,638 $632,473 10,638 0 0.00% Unchanged BERKSHIRE HATHAWAY INC DEL BRK.B
0.34% 0.27% $621,427 1,242 $472,915 987 +255 +25.84% Add TESLA INC TSLA
0.33% 0.3% $594,232 1,413 $523,358 1,408 +5 +0.36% Add EXXON MOBIL CORP XOM
0.32% 0.4% $588,370 4,303 $696,194 4,103 +200 +4.87% Add I ISHARES TR REET
0.31% 0.29% $555,742 20,121 $506,044 20,121 0 0.00% Unchanged 
