V VANGUARD INDEX FDS VOO
6.88% 7.19% $56.0M 81,566 $48.7M 81,582 -16 -0.02% Reduce V VANGUARD INDEX FDS VUG
6.87% 6.73% $56.0M 650,199 $45.6M 104,357 +545,842 +523.05% Add V VANGUARD INDEX FDS VTV
5.75% 5.68% $46.9M 215,062 $38.5M 196,004 +19,058 +9.72% Add V VANGUARD MID VO
4.94% 4.93% $40.2M 499,187 $33.4M 116,327 +382,860 +329.12% Add APPLE INC AAPL
4.49% 4.57% $36.6M 126,528 $31.0M 122,000 +4,528 +3.71% Add NVIDIA CORPORATION NVDA
2.43% 2.38% $19.8M 98,763 $16.1M 92,468 +6,295 +6.81% Add MICROSOFT CORP MSFT
2.1% 2.35% $17.1M 45,783 $15.9M 43,050 +2,733 +6.35% Add V VANGUARD INDEX FDS VB
1.97% 1.99% $16.0M 52,877 $13.5M 51,535 +1,342 +2.60% Add ALPHABET INC GOOGL
1.94% 1.72% $15.8M 44,253 $11.7M 40,615 +3,638 +8.96% Add V VANGUARD BD INDEX FDS BIV
1.72% 1.86% $14.0M 182,901 $12.6M 163,398 +19,503 +11.94% Add F FIDELITY COVINGTON TRUST FBCG
1.56% 1.29% $12.7M 203,998 $8.7M 174,305 +29,693 +17.04% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.44% 1.65% $11.7M 23,403 $11.2M 23,285 +118 +0.51% Add AMAZON COM INC AMZN
1.4% 1.33% $11.4M 47,922 $9.0M 43,194 +4,728 +10.95% Add CATERPILLAR INC CAT
1.39% 1.08% $11.3M 10,625 $7.4M 10,377 +248 +2.39% Add BROADCOM INC AVGO
1.33% 1.26% $10.8M 28,719 $8.6M 27,675 +1,044 +3.77% Add V VANGUARD FTSE VEA
1.27% 1.36% $10.3M 145,138 $9.2M 144,115 +1,023 +0.71% Add JPMORGAN CHASE & CO JPM
1.23% 1.33% $10.0M 30,629 $9.0M 30,725 -96 -0.31% Reduce P PACER FDS TR COWZ
1.12% 1.4% $9.1M 147,101 $9.5M 151,159 -4,058 -2.68% Reduce APPLIED MATLS INC AMAT
1.11% 0.65% $9.1M 12,527 $4.4M 12,877 -350 -2.72% Reduce ELI LILLY & CO LLY
1.1% 0.84% $9.0M 7,466 $5.7M 6,224 +1,242 +19.96% Add JOHNSON & JOHNSON JNJ
0.9% 1.01% $7.3M 28,718 $6.8M 27,868 +850 +3.05% Add V VANGUARD STAR FDS VXUS
0.87% 0.86% $7.1M 82,598 $5.8M 75,169 +7,429 +9.88% Add SOUTHERN CO SO
0.85% 0.96% $7.0M 72,692 $6.5M 67,387 +5,305 +7.87% Add G GENERAL DYNAMICS CORP GD
0.84% 0.83% $6.8M 18,421 $5.6M 17,526 +895 +5.11% Add SERVISFIRST BANCSHARES INC SFBS
0.83% 0.84% $6.8M 78,083 $5.7M 78,063 +20 +0.03% Add WALMART INC WMT
0.7% 0.93% $5.7M 50,559 $6.3M 50,964 -405 -0.79% Reduce EXXON MOBIL CORP XOM
0.7% 1% $5.7M 41,703 $6.8M 40,100 +1,603 +4.00% Add HOME DEPOT INC HD
0.69% 0.72% $5.6M 15,947 $4.9M 14,821 +1,126 +7.60% Add TESLA INC TSLA
0.65% 0.69% $5.3M 12,649 $4.7M 12,539 +110 +0.88% Add CORNING INC GLW
0.65% 0.44% $5.3M 20,618 $3.0M 22,098 -1,480 -6.70% Reduce ABBVIE INC ABBV
0.63% 0.56% $5.1M 20,243 $3.8M 17,356 +2,887 +16.63% Add A Alphabet Inc Class C GOOG
0.6% 0.6% $4.9M 13,761 $4.0M 14,055 -294 -2.09% Reduce KLA CORP KLAC
0.58% 0.34% $4.7M 15,605 $2.3M 1,574 +14,031 +891.42% Add I INVESCO QQQ TR QQQ
0.57% 0.53% $4.6M 6,269 $3.6M 6,204 +65 +1.05% Add CHEVRON CORPORATION CVX
0.53% 0.72% $4.3M 26,181 $4.9M 23,607 +2,574 +10.90% Add META PLATFORMS INC META
0.53% 0.58% $4.3M 7,693 $4.0M 6,919 +774 +11.19% Add S STATE STR SPDR S&P 500 ETF T SPY
0.51% 0.53% $4.2M 5,611 $3.6M 5,552 +59 +1.06% Add S SPDR GOLD TR GLD
0.51% 0.6% $4.1M 11,261 $4.1M 9,521 +1,740 +18.28% Add I INTERNATIONAL BUSINESS MACHS IBM
0.5% 0.47% $4.1M 14,462 $3.2M 13,131 +1,331 +10.14% Add GE AEROSPACE GE
0.49% 0.37% $4.0M 10,757 $2.5M 8,872 +1,885 +21.25% Add D DIMENSIONAL U.S. SMALL CAP ETF DFAS
0.49% 0.33% $4.0M 48,508 $2.2M 31,026 +17,482 +56.35% Add PROCTER & GAMBLE CO PG
0.48% 0.51% $3.9M 26,421 $3.5M 23,939 +2,482 +10.37% Add D DIMENSIONAL ETF TRUST DFCF
0.46% 0.46% $3.8M 89,249 $3.1M 74,293 +14,956 +20.13% Add BERKSHIRE HATHAWAY INC CL A BRK.A
0.46% 0.53% $3.7M 5 $3.6M 5 0 0.00% Unchanged COSTCO WHOLESALE CORPORATION COST
0.45% 0.5% $3.6M 3,888 $3.4M 3,432 +456 +13.29% Add AMERICAN EXPRESS CO AXP
0.44% 0.47% $3.6M 10,545 $3.2M 10,550 -5 -0.05% Reduce B BANK OF AMER CORP BAC
0.43% 0.41% $3.5M 62,172 $2.8M 57,533 +4,639 +8.06% Add ADVANCED MICRO DEVICES INC AMD
0.43% 0.19% $3.5M 6,057 $1.3M 6,345 -288 -4.54% Reduce V VANGUARD MUN BD FDS VTEB
0.41% 0.48% $3.4M 66,426 $3.2M 64,823 +1,603 +2.47% Add V VANGUARD SCOTTSDALE FDS VCIT
0.41% 0.39% $3.4M 40,627 $2.7M 32,272 +8,355 +25.89% Add