AMAZON COM INC AMZN
17.91% 36.28% $963.6M 4.0M $861.0M 4.1M -91,400 -2.21% Reduce MICROSOFT CORP MSFT
5.86% 13.15% $315.4M 845,403 $312.2M 843,324 +2,079 +0.25% Add APPLE INC AAPL
3.12% 6.1% $167.7M 579,657 $144.7M 569,999 +9,658 +1.69% Add NVIDIA CORPORATION NVDA
2.81% 5.08% $151.2M 755,690 $120.6M 691,406 +64,284 +9.30% Add G GENERAL DYNAMICS CORP GD
2.03% 3.93% $109.2M 295,175 $93.3M 290,697 +4,478 +1.54% Add D DIMENSIONAL ETF TRUST DCOR
1.79% 3.1% $96.4M 1.2M $73.6M 1.0M +154,489 +15.12% Add D DIMENSIONAL ETF TRUST DFGR
1.63% 3.13% $87.8M 3.0M $74.4M 2.8M +232,208 +8.30% Add D DIMENSIONAL ETF TRUST DFAC
1.63% 2.9% $87.4M 2.0M $68.7M 1.8M +202,585 +11.46% Add D DIMENSIONAL ETF TRUST DFIC
1.54% 3.11% $82.8M 2.2M $73.9M 2.1M +143,532 +6.91% Add A Alphabet Inc Class C GOOG
1.41% 2.2% $75.9M 214,796 $52.1M 181,749 +33,047 +18.18% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
1.27% 2.6% $68.5M 1.7M $61.7M 1.6M +75,675 +4.78% Add I ISHARES RUSSELL IWB
1.23% 2.42% $65.9M 161,000 $57.4M 161,066 -66 -0.04% Reduce ALPHABET INC GOOGL
1% 1.72% $54.0M 150,994 $40.9M 142,176 +8,818 +6.20% Add V VANGUARD INTL EQUITY INDEX F VT
0.99% 1.92% $53.5M 340,759 $45.5M 328,705 +12,054 +3.67% Add D DIMENSIONAL ETF TRUST DFAU
0.98% 1.89% $52.5M 1.0M $44.9M 995,411 +19,862 +2.00% Add I ISHARES TR SGOV
0.97% — $52.1M 517,370 $0 0 +517,370 New Buy D DIMENSIONAL ETF TRUST DFEM
0.88% 1.64% $47.1M 1.2M $38.9M 1.1M +33,028 +2.93% Add S STATE STR SPDR S&P 500 ETF T SPY
0.86% — $46.2M 61,823 $0 0 +61,823 New Buy M MANAGER DIRECTED PORTFOLIOS VGSR
0.82% 1.6% $44.0M 3.9M $38.0M 3.7M +193,654 +5.27% Add TESLA INC TSLA
0.74% — $40.0M 95,186 $0 0 +95,186 New Buy I ISHARES RUSSELL IWF
0.74% — $39.9M 321,419 $0 0 +321,419 New Buy I ISHARES TR IVV
0.72% — $38.8M 51,860 $0 0 +51,860 New Buy BERKSHIRE HATHAWAY INC DEL BRK.B
0.63% — $33.8M 67,518 $0 0 +67,518 New Buy I INVESCO QQQ TR QQQ
0.62% — $33.4M 45,301 $0 0 +45,301 New Buy I ISHARES TR IWV
0.6% — $32.4M 76,042 $0 0 +76,042 New Buy V VANGUARD INDEX FDS VOO
0.58% — $31.4M 45,789 $0 0 +45,789 New Buy D DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF DFAX
0.58% 0.87% $31.0M 840,321 $20.7M 608,449 +231,872 +38.11% Add MICRON TECHNOLOGY INC MU
0.55% — $29.7M 25,764 $0 0 +25,764 New Buy META PLATFORMS INC META
0.55% — $29.3M 52,096 $0 0 +52,096 New Buy D DIMENSIONAL EMERGING CORE EQUITY MARKET ETF DFAE
0.52% 0.96% $28.1M 698,559 $22.8M 672,686 +25,873 +3.85% Add ADVANCED MICRO DEVICES INC AMD
0.52% — $27.8M 47,875 $0 0 +47,875 New Buy INTEL CORP INTC
0.5% — $26.8M 192,202 $0 0 +192,202 New Buy I ISHARES TR ITOT
0.5% 1% $26.7M 162,554 $23.6M 165,930 -3,376 -2.03% Reduce I ISHARES RUSSELL IWM
0.48% — $25.9M 86,283 $0 0 +86,283 New Buy I ISHARES MSCI EAFE ETF EFA
0.46% 0.97% $25.0M 240,359 $23.1M 237,322 +3,037 +1.28% Add BROADCOM INC AVGO
0.46% — $24.9M 66,036 $0 0 +66,036 New Buy T-MOBILE US INC COM TMUS
0.45% 1.26% $24.2M 144,218 $29.9M 142,366 +1,852 +1.30% Add D DELL TECHNOLOGIES INC CLASS C DELL
0.45% — $24.0M 55,733 $0 0 +55,733 New Buy COSTCO WHOLESALE CORPORATION COST
0.45% — $24.0M 25,665 $0 0 +25,665 New Buy JPMORGAN CHASE & CO JPM
0.43% — $23.0M 70,406 $0 0 +70,406 New Buy EXXON MOBIL CORP XOM
0.42% 1.15% $22.7M 165,827 $27.2M 160,235 +5,592 +3.49% Add STARBUCKS CORP SBUX
0.4% 1.02% $21.7M 212,089 $24.1M 269,504 -57,415 -21.30% Reduce ELI LILLY & CO LLY
0.4% — $21.5M 17,958 $0 0 +17,958 New Buy SNOWFLAKE INC COM SHS SNOW
0.38% — $20.6M 80,765 $0 0 +80,765 New Buy LENNOX INTL INC LII
0.34% — $18.4M 32,187 $0 0 +32,187 New Buy V VANGUARD FTSE VEA
0.34% — $18.2M 255,269 $0 0 +255,269 New Buy BERKSHIRE HATHAWAY INC CL A BRK.A
0.33% — $18.0M 24 $0 0 +24 New Buy ARM HOLDINGS PLC ARM
0.33% — $17.6M 49,716 $0 0 +49,716 New Buy WALMART INC WMT
0.31% — $16.6M 146,865 $0 0 +146,865 New Buy HOME DEPOT INC HD
0.28% — $15.1M 42,808 $0 0 +42,808 New Buy