I ISHARES RUSSELL IWF
5.31% 5.16% $35.5M 285,911 $31.3M 73,501 +212,410 +288.99% Add NVIDIA CORPORATION NVDA
4.75% 4.83% $31.8M 158,811 $29.3M 168,044 -9,233 -5.49% Reduce I ISHARES TR IVV
2.89% 2.92% $19.3M 25,770 $17.7M 27,127 -1,357 -5.00% Reduce MICROSOFT CORP MSFT
2.28% 2.5% $15.2M 40,780 $15.2M 40,985 -205 -0.50% Reduce V VANGUARD BD INDEX FDS BIV
2.27% 2.53% $15.2M 197,632 $15.4M 199,312 -1,680 -0.84% Reduce I ISHARES TR AGG
2.24% 2.42% $14.9M 150,950 $14.7M 148,157 +2,793 +1.89% Add ALPHABET INC GOOGL
2.2% 1.99% $14.7M 41,061 $12.1M 42,001 -940 -2.24% Reduce V VANGUARD SCOTTSDALE FDS VGSH
2.15% 2.29% $14.4M 246,743 $13.9M 237,279 +9,464 +3.99% Add S STATE STR SPDR S&P 500 ETF T SPY
2.13% 2.1% $14.2M 19,054 $12.8M 19,613 -559 -2.85% Reduce I ISHARES TR IEFA
2.07% 2.09% $13.8M 143,342 $12.7M 140,261 +3,081 +2.20% Add I ISHARES CORE IJH
1.93% 1.92% $12.9M 167,012 $11.7M 172,825 -5,813 -3.36% Reduce I ISHARES MSCI QUAL
1.77% 1.8% $11.8M 53,781 $10.9M 56,988 -3,207 -5.63% Reduce I ISHARES TR IWD
1.69% 1.7% $11.3M 46,627 $10.3M 48,264 -1,637 -3.39% Reduce I ISHARES TR GJS
1.64% 1.8% $11.0M 482,547 $10.9M 476,779 +5,768 +1.21% Add ELI LILLY & CO LLY
1.62% 1.36% $10.8M 9,044 $8.3M 8,976 +68 +0.76% Add V VANGUARD INDEX FDS VOO
1.43% 1.37% $9.6M 13,964 $8.3M 13,972 -8 -0.06% Reduce COCA COLA CO KO
1.28% 1.32% $8.6M 105,390 $8.0M 105,390 0 0.00% Unchanged JPMORGAN CHASE & CO JPM
1.27% 1.24% $8.5M 25,861 $7.6M 25,700 +161 +0.63% Add V VANGUARD WHITEHALL FDS VNQ
1.22% 1.27% $8.2M 87,383 $7.7M 87,282 +101 +0.12% Add I ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC
1.13% 0.91% $7.6M 74,043 $5.5M 70,039 +4,004 +5.72% Add I ISHARES TR EFV
1.12% 1.18% $7.5M 97,751 $7.2M 96,568 +1,183 +1.23% Add ABBVIE INC ABBV
1.11% 1.12% $7.4M 29,468 $6.8M 31,207 -1,739 -5.57% Reduce V VANGUARD SCOTTSDALE FDS BSV
1.09% 1.18% $7.3M 92,356 $7.2M 90,698 +1,658 +1.83% Add COSTCO WHOLESALE CORPORATION COST
1.07% 1.3% $7.2M 7,649 $7.9M 7,916 -267 -3.37% Reduce I ISHARES U.S. TECHNOLOGY ETF IYW
1.03% 0.82% $6.9M 27,245 $5.0M 27,351 -106 -0.39% Reduce I ISHARES TR ICSH
1.01% 1.03% $6.7M 132,863 $6.3M 123,548 +9,315 +7.54% Add I ISHARES CORE IJR
0.99% 0.99% $6.6M 44,675 $6.0M 48,603 -3,928 -8.08% Reduce BROADCOM INC AVGO
0.93% 0.84% $6.2M 16,520 $5.1M 16,551 -31 -0.19% Reduce I INVESCO QQQ TR QQQ
0.93% 0.82% $6.2M 8,472 $5.0M 8,619 -147 -1.71% Reduce MICRON TECHNOLOGY INC MU
0.93% 0.31% $6.2M 5,399 $1.9M 5,502 -103 -1.87% Reduce I ISHARES SHORT DURATION BOND ACTIVE ETF NEAR
0.85% 0.93% $5.7M 112,329 $5.7M 111,566 +763 +0.68% Add V VANGUARD SCOTTSDALE FDS VGIT
0.82% 0.99% $5.5M 93,199 $6.0M 101,298 -8,099 -8.00% Reduce S STATE STREET SPDR MSCI ACWI EX-US ETF CWI
0.79% 0.79% $5.3M 129,973 $4.8M 130,849 -876 -0.67% Reduce A Alphabet Inc Class C GOOG
0.76% 0.69% $5.1M 14,440 $4.2M 14,567 -127 -0.87% Reduce CHEVRON CORPORATION CVX
0.75% 1.05% $5.0M 30,046 $6.4M 30,924 -878 -2.84% Reduce VISA INC V
0.73% 0.67% $4.9M 14,275 $4.1M 13,498 +777 +5.76% Add I ISHARES TR ITOT
0.69% 0.68% $4.6M 27,890 $4.1M 28,983 -1,093 -3.77% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
0.68% 0.54% $4.6M 9,554 $3.3M 9,674 -120 -1.24% Reduce CISCO SYS INC CSCO
0.67% 0.49% $4.5M 38,055 $3.0M 38,244 -189 -0.49% Reduce I ISHARES RUSSELL 2000 GROWTH ETF IWO
0.67% 0.61% $4.5M 11,340 $3.7M 11,768 -428 -3.64% Reduce I ISHARES TR USMV
0.65% 0.73% $4.4M 45,369 $4.4M 47,873 -2,504 -5.23% Reduce J J P MORGAN EXCHANGE TRADED F JPIE
0.65% 0.69% $4.3M 94,259 $4.2M 91,043 +3,216 +3.53% Add JOHNSON & JOHNSON JNJ
0.65% 0.68% $4.3M 17,089 $4.1M 16,890 +199 +1.18% Add PROCTER & GAMBLE CO PG
0.58% 0.63% $3.9M 26,376 $3.8M 26,423 -47 -0.18% Reduce V VANGUARD FTSE VEA
0.58% 0.51% $3.9M 54,256 $3.1M 48,032 +6,224 +12.96% Add V VANGUARD WHITEHALL FDS VYMI
0.58% 0.61% $3.9M 39,256 $3.7M 39,156 +100 +0.26% Add I ISHARES TR IUSB
0.57% 0.62% $3.8M 81,997 $3.8M 81,687 +310 +0.38% Add KLA CORP KLAC
0.56% 0.29% $3.7M 12,425 $1.7M 1,181 +11,244 +952.07% Add EXXON MOBIL CORP XOM
0.56% 0.76% $3.7M 27,136 $4.6M 27,096 +40 +0.15% Add CATERPILLAR INC CAT
0.53% 0.39% $3.6M 3,338 $2.4M 3,344 -6 -0.18% Reduce 
