V VANGUARD FTSE VEA
8.33% 10.29% $169.0M 2.4M $196.5M 3.1M -695,694 -22.68% Reduce I ISHARES TR IVV
8.28% 7.94% $167.9M 224,165 $151.6M 232,091 -7,926 -3.42% Reduce V VANGUARD INDEX FDS VUG
8.24% 7.92% $167.1M 1.9M $151.3M 346,312 +1.6M +460.30% Add S STATE STR SPDR S&P 500 ETF T SPY
7.22% 6.7% $146.4M 196,101 $128.0M 196,794 -693 -0.35% Reduce G GENERAL DYNAMICS CORP GD
5.56% 5.34% $112.7M 304,458 $101.9M 317,672 -13,214 -4.16% Reduce I ISHARES TR IXUS
5.36% 5.25% $108.6M 1.1M $100.3M 1.2M -19,839 -1.71% Reduce V VANGUARD INDEX FDS VTV
5.22% 5.15% $105.8M 485,299 $98.4M 501,531 -16,232 -3.24% Reduce I ISHARES TR IEFA
2.6% 2.68% $52.7M 545,285 $51.3M 566,128 -20,843 -3.68% Reduce MCDONALDS CORP MCD
2.48% 3.03% $50.2M 185,866 $57.8M 185,900 -34 -0.02% Reduce APPLE INC AAPL
2.27% 2.17% $46.1M 159,380 $41.5M 163,469 -4,089 -2.50% Reduce MICROSOFT CORP MSFT
2.2% 2.36% $44.6M 119,684 $45.1M 121,915 -2,231 -1.83% Reduce V VANGUARD SCOTTSDALE FDS VMBS
2.16% 2.28% $43.8M 936,753 $43.5M 926,636 +10,117 +1.09% Add V VANGUARD FSTE VWO
1.72% 1.94% $34.9M 584,710 $37.0M 683,766 -99,056 -14.49% Reduce NVIDIA CORPORATION NVDA
1.65% 1.58% $33.5M 167,606 $30.1M 172,591 -4,985 -2.89% Reduce V VANGUARD INDEX FDS VB
1.62% 1.51% $32.9M 108,559 $28.9M 110,356 -1,797 -1.63% Reduce V VANGUARD WHITEHALL FDS VYM
1.61% 1.63% $32.6M 206,296 $31.2M 210,758 -4,462 -2.12% Reduce V VANGUARD WHITEHALL FDS VYMI
1.38% 1.37% $28.0M 284,828 $26.2M 277,792 +7,036 +2.53% Add I ISHARES TR AGG
1.37% 1.39% $27.8M 280,398 $26.5M 266,933 +13,465 +5.04% Add I ISHARES INC IEMG
1.21% 1.11% $24.5M 296,169 $21.2M 304,048 -7,879 -2.59% Reduce A Alphabet Inc Class C GOOG
1.1% 0.96% $22.4M 63,399 $18.3M 63,752 -353 -0.55% Reduce V VANGUARD TOTAL BND
1.08% 1.12% $21.9M 298,538 $21.4M 290,664 +7,874 +2.71% Add AMAZON COM INC AMZN
1.08% 1.02% $21.9M 91,676 $19.5M 93,454 -1,778 -1.90% Reduce I ISHARES TR IUSB
0.95% 0.99% $19.3M 419,035 $18.8M 407,270 +11,765 +2.89% Add I ISHARES TR SUB
0.89% 0.82% $18.0M 169,036 $15.6M 146,336 +22,700 +15.51% Add I ISHARES RUSSELL MID-CAP GROWTH ETF IWP
0.84% 1.75% $16.9M 115,648 $33.5M 261,375 -145,727 -55.75% Reduce ALPHABET INC GOOGL
0.74% 0.65% $15.1M 42,144 $12.4M 43,145 -1,001 -2.32% Reduce V VANGUARD MUN BD FDS VTEB
0.68% 0.62% $13.8M 271,993 $11.8M 236,069 +35,924 +15.22% Add WESTERN DIGITAL CORP WDC
0.62% 0.3% $12.5M 19,633 $5.6M 20,857 -1,224 -5.87% Reduce V VANGUARD STAR FDS VXUS
0.6% 0.61% $12.2M 142,511 $11.6M 150,206 -7,695 -5.12% Reduce I ISHARES INC EWC
0.58% 0.28% $11.8M 204,090 $5.4M 98,681 +105,409 +106.82% Add META PLATFORMS INC META
0.52% 0.61% $10.5M 18,665 $11.6M 20,255 -1,590 -7.85% Reduce BROADCOM INC AVGO
0.51% 0.47% $10.3M 27,221 $9.0M 29,222 -2,001 -6.85% Reduce JPMORGAN CHASE & CO JPM
0.48% 0.45% $9.7M 29,487 $8.7M 29,518 -31 -0.11% Reduce I INVESCO QQQ TR QQQ
0.46% 0.39% $9.4M 12,772 $7.5M 13,057 -285 -2.18% Reduce CATERPILLAR INC CAT
0.46% 0.35% $9.4M 8,795 $6.7M 9,442 -647 -6.85% Reduce JOHNSON & JOHNSON JNJ
0.45% 0.45% $9.2M 36,030 $8.5M 34,803 +1,227 +3.53% Add TESLA INC TSLA
0.36% 0.32% $7.4M 17,577 $6.1M 16,534 +1,043 +6.31% Add WALMART INC WMT
0.36% 0.48% $7.3M 64,509 $9.2M 73,736 -9,227 -12.51% Reduce ELI LILLY & CO LLY
0.35% 0.3% $7.2M 5,999 $5.8M 6,261 -262 -4.18% Reduce V VANGUARD SCOTTSDALE FDS VGLT
0.35% 0.34% $7.1M 127,955 $6.4M 116,049 +11,906 +10.26% Add I ISHARES CORE IJH
0.35% 0.35% $7.0M 90,996 $6.7M 99,578 -8,582 -8.62% Reduce ABBVIE INC ABBV
0.35% 0.3% $7.0M 27,871 $5.7M 26,176 +1,695 +6.48% Add I ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC
0.35% 0.34% $7.0M 68,531 $6.4M 81,388 -12,857 -15.80% Reduce V VANGUARD BD INDEX FDS BSV
0.32% 0.32% $6.5M 83,896 $6.2M 78,659 +5,237 +6.66% Add VISA INC V
0.32% 0.34% $6.5M 18,888 $6.5M 21,658 -2,770 -12.79% Reduce A ASTERA LABS INC ALAB
0.32% 0.14% $6.4M 13,320 $2.7M 24,598 -11,278 -45.85% Reduce EXXON MOBIL CORP XOM
0.32% 0.44% $6.4M 46,752 $8.5M 50,036 -3,284 -6.56% Reduce I ISHARES TR DVY
0.28% 0.29% $5.7M 36,710 $5.5M 36,595 +115 +0.31% Add I ISHARES TR ITOT
0.28% 0.31% $5.6M 33,997 $5.9M 41,275 -7,278 -17.63% Reduce COCA COLA CO KO
0.27% 0.27% $5.6M 68,398 $5.2M 68,156 +242 +0.36% Add 
