C CAPITAL GROUP CORE BALANCED CGBL
9.59% 9.59% $50.8M 1.3M $42.6M 1.2M +100,252 +8.10% Add C CAPITAL GROUP DIVIDEND VALUE CGDV
7.5% 7.22% $39.7M 805,749 $32.1M 754,921 +50,828 +6.73% Add C CAPITAL GROUP GBL GROWTH EQT CGGO
5.8% 4.94% $30.7M 725,248 $22.0M 656,978 +68,270 +10.39% Add C CAPITAL GROUP DIVIDEND GROWE CGDG
5.39% 5.47% $28.5M 760,192 $24.3M 676,165 +84,027 +12.43% Add C CAPITAL GROUP GROWTH ETF CGGR
4.86% 4.65% $25.7M 544,477 $20.7M 514,130 +30,347 +5.90% Add C CAPITAL GRP FIXED INCM ETF T CGMU
4.6% 5% $24.3M 885,576 $22.2M 820,211 +65,365 +7.97% Add C CAPITAL GRP FIXED INCM ETF T CGMS
3.97% 4.32% $21.0M 768,767 $19.2M 703,687 +65,080 +9.25% Add APPLE INC AAPL
3.82% 4.04% $20.2M 69,855 $18.0M 70,816 -961 -1.36% Reduce C CAPITAL GROUP CORE EQUITY ET CGUS
3.49% 2.88% $18.5M 415,308 $12.8M 333,002 +82,306 +24.72% Add TESLA INC TSLA
3.19% 3.29% $16.9M 40,130 $14.6M 39,318 +812 +2.07% Add C CAPITAL GRP FIXED INCM ETF T CGHM
2.83% 3.3% $15.0M 580,244 $14.7M 580,246 -2 -0.00% Reduce C CAPITAL GROUP FIXED INCOME ETF CGCP
2.83% 3.33% $15.0M 672,597 $14.8M 660,252 +12,345 +1.87% Add C CAPITAL GRP FIXED INCM ETF T CGCB
2.42% 2.71% $12.8M 489,323 $12.0M 458,658 +30,665 +6.69% Add C CAPITAL GROUP CONSERVATIVE E CGCV
2.03% 1.89% $10.8M 327,614 $8.4M 281,856 +45,758 +16.23% Add C CAPITAL GROUP EQUITY ETF TR CGCV
1.75% 1.5% $9.3M 281,626 $6.7M 225,804 +55,822 +24.72% Add C CAPITAL GROUP INTERNATIONAL CGIC
1.31% 1.06% $7.0M 191,062 $4.7M 142,056 +49,006 +34.50% Add C CAPITAL GROUP INTL FOCUS EQT CGXU
1.2% 0.93% $6.3M 182,935 $4.1M 139,229 +43,706 +31.39% Add C CAPITAL GROUP NEW GEOGRAPHY CGNG
1.04% 0.91% $5.5M 146,573 $4.0M 127,409 +19,164 +15.04% Add MICROSOFT CORP MSFT
1.04% 1.31% $5.5M 14,689 $5.8M 15,734 -1,045 -6.64% Reduce S SCHWAB US SCHA
1.03% 0.97% $5.4M 150,788 $4.3M 148,376 +2,412 +1.63% Add NVIDIA CORPORATION NVDA
0.98% 1.04% $5.2M 25,942 $4.6M 26,498 -556 -2.10% Reduce ALPHABET INC GOOGL
0.92% 0.89% $4.9M 13,599 $4.0M 13,816 -217 -1.57% Reduce ABBVIE INC ABBV
0.9% 0.94% $4.8M 18,944 $4.2M 19,167 -223 -1.16% Reduce BROADCOM INC AVGO
0.83% 0.8% $4.4M 11,568 $3.6M 11,476 +92 +0.80% Add H HYLIION HOLDINGS CORP COMMON STOCK HYLN
0.82% 0.33% $4.3M 833,400 $1.5M 826,102 +7,298 +0.88% Add COSTCO WHOLESALE CORPORATION COST
0.77% 0.98% $4.1M 4,369 $4.4M 4,386 -17 -0.39% Reduce V VANGUARD INDEX FDS VOO
0.68% 0.62% $3.6M 5,216 $2.8M 4,648 +568 +12.22% Add C CLEAN ENERGY FUELS CORP COM CLNE
0.66% 0.7% $3.5M 1.7M $3.1M 1.3M +463,800 +37.09% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
0.63% 0.65% $3.3M 98,023 $2.9M 99,683 -1,660 -1.67% Reduce AMAZON COM INC AMZN
0.62% 0.66% $3.3M 13,706 $2.9M 14,152 -446 -3.15% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.61% 0.59% $3.2M 4,337 $2.6M 4,020 +317 +7.89% Add C CAPITAL GRP FIXED INCM ETF T CGHY
0.55% 0.63% $2.9M 113,917 $2.8M 111,443 +2,474 +2.22% Add C CAPITAL GROUP INTERNATIONAL EQUITY ETF CGIE
0.49% 0.41% $2.6M 71,032 $1.8M 53,982 +17,050 +31.58% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.48% 0.57% $2.5M 5,061 $2.5M 5,264 -203 -3.86% Reduce I INVESCO QQQ TR QQQ
0.42% 0.3% $2.2M 3,054 $1.3M 2,318 +736 +31.75% Add C CIRCLE INTERNET GROUP INC COM CL A CRCL
0.39% 0.52% $2.1M 33,022 $2.3M 24,422 +8,600 +35.21% Add A Alphabet Inc Class C GOOG
0.39% 0.38% $2.1M 5,827 $1.7M 5,932 -105 -1.77% Reduce INTUITIVE SURGICAL INC ISRG
0.38% 0.52% $2.0M 4,999 $2.3M 4,999 0 0.00% Unchanged I ISHARES MSCI ACWI ETF ACWI
0.35% 0.29% $1.9M 11,938 $1.3M 9,294 +2,644 +28.45% Add S STRATEGY INC MSTR
0.35% 0.23% $1.9M 21,328 $1.0M 8,303 +13,025 +156.87% Add B BITMINE IMMERSION TECHS INC BMNR
0.34% 0.39% $1.8M 136,283 $1.7M 87,783 +48,500 +55.25% Add V VANGUARD INDEX FDS VTV
0.33% 0.29% $1.8M 8,064 $1.3M 6,534 +1,530 +23.42% Add S SCHWAB STRATEGIC TR SCHD
0.32% 0.36% $1.7M 53,453 $1.6M 52,303 +1,150 +2.20% Add MICRON TECHNOLOGY INC MU
0.31% 0.06% $1.6M 1,428 $255,440 756 +672 +88.89% Add I INVESCO SP MIDCAP 400 REVENUE RWK
0.3% 0.32% $1.6M 10,968 $1.4M 10,985 -17 -0.15% Reduce D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
0.3% 0.36% $1.6M 38,840 $1.6M 41,550 -2,710 -6.52% Reduce HOME DEPOT INC HD
0.29% 0.32% $1.5M 4,305 $1.4M 4,335 -30 -0.69% Reduce ABBOTT LABORATORIES ABT
0.27% 0.36% $1.4M 15,572 $1.6M 15,750 -178 -1.13% Reduce ELI LILLY & CO LLY
0.26% 0.23% $1.4M 1,137 $1.0M 1,118 +19 +1.70% Add JPMORGAN CHASE & CO JPM
0.25% 0.26% $1.3M 4,030 $1.2M 3,958 +72 +1.82% Add 
