V VANGUARD INDEX FDS VUG
11.1% 11.64% $39.5M 90,337 $42.1M 86,195 +4,142 +4.81% Add APPLE INC AAPL
9.66% 10.56% $34.4M 135,362 $38.2M 140,357 -4,995 -3.56% Reduce S STATE STR SPDR S&P 500 ETF T SPY
5.08% 4.82% $18.1M 27,763 $17.4M 25,548 +2,215 +8.67% Add I ISHARES MSCI ACWI EX U.S. ETF ACWX
4.31% 2.19% $15.3M 223,917 $7.9M 117,865 +106,052 +89.98% Add V VANGUARD INDEX FDS VTV
4.21% 3.7% $15.0M 76,287 $13.4M 70,047 +6,240 +8.91% Add AMAZON COM INC AMZN
4.12% 4.46% $14.7M 70,406 $16.1M 69,826 +580 +0.83% Add MICROSOFT CORP MSFT
4.02% 5.34% $14.3M 38,595 $19.3M 39,904 -1,309 -3.28% Reduce I ISHARES CORE IJH
3.39% 3.01% $12.0M 178,414 $10.9M 164,938 +13,476 +8.17% Add J J P MORGAN EXCHANGE TRADED F JEPI
3.16% 3.13% $11.2M 198,207 $11.3M 197,674 +533 +0.27% Add J JPMORGAN ULTRA-SHORT INCOME ETF JPST
2.87% 2.63% $10.2M 201,987 $9.5M 187,532 +14,455 +7.71% Add SNOWFLAKE INC COM SHS SNOW
2.76% 3.95% $9.8M 65,076 $14.3M 65,106 -30 -0.05% Reduce V VANGUARD SPECIALIZED FUNDS VIG
2.74% 2.85% $9.8M 45,369 $10.3M 46,875 -1,506 -3.21% Reduce I INVESCO QQQ TR QQQ
2.63% 2.6% $9.4M 16,215 $9.4M 15,318 +897 +5.86% Add NVIDIA CORPORATION NVDA
2.57% 2.72% $9.2M 52,469 $9.8M 52,617 -148 -0.28% Reduce J J P MORGAN EXCHANGE TRADED F JEPQ
2.28% 2.25% $8.1M 145,733 $8.1M 139,962 +5,771 +4.12% Add I ISHARES S&P 100 ETF IWO
2.07% 2% $7.4M 23,122 $7.2M 21,094 +2,028 +9.61% Add I ISHARES CORE IJR
1.73% 1.44% $6.2M 49,622 $5.2M 43,395 +6,227 +14.35% Add S SPDR GOLD TR GLD
1.48% 1.19% $5.3M 12,202 $4.3M 10,858 +1,344 +12.38% Add S SELECT SECTOR SPDR TR XLF
1.44% 1.48% $5.1M 103,928 $5.3M 97,330 +6,598 +6.78% Add I ISHARES 7-10YR IEF
1.31% 1.1% $4.7M 48,916 $4.0M 41,524 +7,392 +17.80% Add ALPHABET INC GOOGL
1.29% 1.38% $4.6M 15,908 $5.0M 15,925 -17 -0.11% Reduce EXXON MOBIL CORP XOM
1.28% 0.89% $4.6M 26,840 $3.2M 26,825 +15 +0.06% Add META PLATFORMS INC META
1.08% 1.22% $3.8M 6,693 $4.4M 6,687 +6 +0.09% Add A Alphabet Inc Class C GOOG
1.05% 0.9% $3.7M 12,992 $3.3M 10,391 +2,601 +25.03% Add P PACER FDS TR COWZ
1.02% 0.84% $3.6M 57,950 $3.0M 50,523 +7,427 +14.70% Add BROADCOM INC AVGO
0.99% 1.1% $3.5M 11,426 $4.0M 11,533 -107 -0.93% Reduce M MORGAN STANLEY ETF TRUST CVLC
0.99% 1.05% $3.5M 44,150 $3.8M 44,959 -809 -1.80% Reduce S STATE ST SPDR EURO STOXX 50 FEZ
0.92% 0.83% $3.3M 52,891 $3.0M 46,720 +6,171 +13.21% Add J J P MORGAN EXCHANGE TRADED F JMST
0.88% 0.83% $3.1M 61,103 $3.0M 58,573 +2,530 +4.32% Add T TEXAS PACIFIC LAND CORPORATI TPL
0.83% 0.53% $2.9M 6,187 $1.9M 6,669 -482 -7.23% Reduce F FIRST TRUST CIBR
0.78% 0.98% $2.8M 44,073 $3.5M 49,377 -5,304 -10.74% Reduce ELI LILLY & CO LLY
0.69% 0.79% $2.5M 2,681 $2.9M 2,657 +24 +0.90% Add V VANGUARD INDEX FDS VOO
0.65% 0.67% $2.3M 3,871 $2.4M 3,866 +5 +0.13% Add I INTERNATIONAL BUSINESS MACHS IBM
0.59% 0.74% $2.1M 8,634 $2.7M 8,969 -335 -3.74% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.53% 0.55% $1.9M 3,900 $2.0M 3,952 -52 -1.32% Reduce JPMORGAN CHASE & CO JPM
0.48% 0.54% $1.7M 5,750 $1.9M 6,039 -289 -4.79% Reduce VISA INC V
0.46% 0.53% $1.6M 5,417 $1.9M 5,503 -86 -1.56% Reduce GE VERNOVA INC GEV
0.46% 0.32% $1.6M 1,860 $1.2M 1,773 +87 +4.91% Add I ISHARES TR IVW
0.43% 0.46% $1.5M 13,584 $1.7M 13,457 +127 +0.94% Add N NEXTERA ENERGY INC NEE
0.4% 0.33% $1.4M 15,276 $1.2M 14,990 +286 +1.91% Add F FUNDSTRAT GRANNY GRNY
0.37% 0.32% $1.3M 54,736 $1.2M 46,957 +7,779 +16.57% Add I ISHARES TR EUSB
0.34% 0.27% $1.2M 27,786 $957,745 21,812 +5,974 +27.39% Add GE AEROSPACE GE
0.34% 0.36% $1.2M 4,228 $1.3M 4,225 +3 +0.07% Add TESLA INC TSLA
0.34% 0.37% $1.2M 3,210 $1.4M 3,006 +204 +6.79% Add CHEVRON CORPORATION CVX
0.32% 0.23% $1.1M 5,459 $824,625 5,411 +48 +0.89% Add I ISHARES TR USXF
0.31% 0.34% $1.1M 20,162 $1.2M 21,303 -1,141 -5.36% Reduce I ISHARES TR IVV
0.31% 0.32% $1.1M 1,678 $1.2M 1,702 -24 -1.41% Reduce N NUSHARES ETF TR NULG
0.3% 0.34% $1.1M 11,858 $1.2M 12,404 -546 -4.40% Reduce BLACKSTONE INC BX
0.29% 0.49% $1.0M 9,033 $1.8M 11,562 -2,529 -21.87% Reduce C CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF CVMC
0.27% 0.12% $972,200 15,186 $415,644 6,481 +8,705 +134.32% Add 
