V VANGUARD INDEX FDS VOO
23.26% 23.19% $150.0M 218,387 $124.8M 208,790 +9,597 +4.60% Add V VANGUARD SCOTTSDALE FDS VGSH
11.56% 13.12% $74.6M 1.3M $70.6M 1.2M +75,912 +6.30% Add V VANGUARD FTSE VEA
7.98% 7.89% $51.4M 721,836 $42.5M 662,483 +59,353 +8.96% Add V VANGUARD INDEX FDS VXF
7.35% 7% $47.4M 192,454 $37.7M 182,970 +9,484 +5.18% Add G GENERAL DYNAMICS CORP GD
6.23% 5.63% $40.2M 108,519 $30.3M 94,342 +14,177 +15.03% Add E EA SERIES TRUST FRDM
3.47% 3.01% $22.4M 306,597 $16.2M 296,252 +10,345 +3.49% Add V VANGUARD SCOTTSDALE FDS VGIT
3.31% 3.68% $21.3M 361,424 $19.8M 332,302 +29,122 +8.76% Add V VANGUARD MALVERN FDS VTIP
3.27% 3.68% $21.1M 420,360 $19.8M 396,348 +24,012 +6.06% Add V VANGUARD INDEX FDS VTV
2.45% 2.59% $15.8M 72,444 $13.9M 70,909 +1,535 +2.16% Add S STATE STR SPDR S&P 500 ETF T SPY
2.37% 0.72% $15.3M 20,483 $3.9M 5,947 +14,536 +244.43% Add V VANGUARD SMALL VBR
1.87% 1.95% $12.1M 49,609 $10.5M 48,175 +1,434 +2.98% Add I ISHARES TR SHV
1.8% 2.16% $11.6M 105,261 $11.6M 105,240 +21 +0.02% Add V VANGUARD INDEX FDS VV
1.6% 1.67% $10.3M 29,933 $9.0M 30,098 -165 -0.55% Reduce APPLE INC AAPL
1.48% 1.55% $9.5M 32,951 $8.3M 32,825 +126 +0.38% Add I ISHARES TR IVV
1.18% 1.03% $7.6M 10,195 $5.6M 8,520 +1,675 +19.66% Add V VANGUARD STAR FDS VXUS
1.06% 1.04% $6.8M 79,824 $5.6M 72,722 +7,102 +9.77% Add V Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf VTES
1% 1.17% $6.5M 63,855 $6.3M 62,006 +1,849 +2.98% Add V VANGUARD INDEX FDS VB
0.86% 0.81% $5.5M 18,285 $4.3M 16,539 +1,746 +10.56% Add META PLATFORMS INC META
0.78% 0.95% $5.0M 8,882 $5.1M 8,933 -51 -0.57% Reduce NVIDIA CORPORATION NVDA
0.75% 0.56% $4.8M 24,116 $3.0M 17,252 +6,864 +39.79% Add I ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF ISHG
0.69% 0.83% $4.4M 59,894 $4.4M 59,894 0 0.00% Unchanged I ISHARES RUSSELL IWF
0.63% 0.65% $4.0M 32,560 $3.5M 8,140 +24,420 +300.00% Add MICROSOFT CORP MSFT
0.61% 0.6% $3.9M 10,509 $3.2M 8,686 +1,823 +20.99% Add V VANGUARD MID VO
0.56% 0.6% $3.6M 45,107 $3.2M 11,277 +33,830 +299.99% Add V VANGUARD INDEX FDS VUG
0.45% 0.13% $2.9M 33,859 $673,674 1,542 +32,317 +2,095.78% Add ALPHABET INC GOOGL
0.44% 0.38% $2.8M 7,878 $2.0M 7,079 +799 +11.29% Add I ISHARES TR IEFA
0.43% 0.48% $2.7M 28,455 $2.6M 28,455 0 0.00% Unchanged V VANGUARD WORLD FD ESGV
0.41% 0.42% $2.6M 19,942 $2.3M 20,328 -386 -1.90% Reduce V VANGUARD WORLD FD VSGX
0.4% 0.44% $2.6M 31,430 $2.4M 33,335 -1,905 -5.71% Reduce AMAZON COM INC AMZN
0.4% 0.42% $2.6M 10,757 $2.3M 10,920 -163 -1.49% Reduce I ISHARES CORE IJR
0.37% 0.38% $2.4M 16,248 $2.0M 16,367 -119 -0.73% Reduce V VANGUARD FSTE VWO
0.36% 0.37% $2.3M 39,003 $2.0M 37,154 +1,849 +4.98% Add V VANGUARD INTL EQUITY INDEX F VEU
0.34% 0.37% $2.2M 26,381 $2.0M 26,188 +193 +0.74% Add I ISHARES TR IWD
0.33% 0.35% $2.2M 8,910 $1.9M 8,910 0 0.00% Unchanged V VANGUARD INTL EQUITY INDEX F VT
0.32% 0.33% $2.1M 13,281 $1.8M 12,917 +364 +2.82% Add N NUSHARES ETF TR NUBD
0.32% 0.39% $2.1M 94,104 $2.1M 94,104 0 0.00% Unchanged BERKSHIRE HATHAWAY INC DEL BRK.B
0.32% 0.31% $2.1M 4,118 $1.7M 3,473 +645 +18.57% Add I INVESCO QQQ TR QQQ
0.3% 0.22% $1.9M 2,587 $1.2M 2,086 +501 +24.02% Add I ISHARES TR SUB
0.29% 0.35% $1.9M 17,478 $1.9M 17,478 0 0.00% Unchanged ABBVIE INC ABBV
0.28% 0.29% $1.8M 7,247 $1.6M 7,269 -22 -0.30% Reduce A Alphabet Inc Class C GOOG
0.26% 0.27% $1.7M 4,831 $1.4M 5,031 -200 -3.98% Reduce JPMORGAN CHASE & CO JPM
0.24% 0.26% $1.6M 4,747 $1.4M 4,761 -14 -0.29% Reduce V VANGUARD WHITEHALL FDS VYM
0.23% 0.25% $1.5M 9,254 $1.4M 9,257 -3 -0.03% Reduce I ISHARES TR ITOT
0.22% 0.23% $1.5M 8,827 $1.3M 8,827 0 0.00% Unchanged LAM RESEARCH CORP LRCX
0.19% 0.12% $1.2M 2,871 $650,167 3,043 -172 -5.65% Reduce TERRENO RLTY CORP TRNO
0.19% 0.32% $1.2M 19,145 $1.7M 28,394 -9,249 -32.57% Reduce V VANGUARD SPECIALIZED FUNDS VIG
0.19% 0.21% $1.2M 5,183 $1.1M 5,225 -42 -0.80% Reduce ELI LILLY & CO LLY
0.18% 0.17% $1.2M 993 $923,963 1,005 -12 -1.19% Reduce I ISHARES TR IXUS
0.18% 0.19% $1.1M 11,908 $1.0M 11,908 0 0.00% Unchanged D DIMENSIONAL ETF TRUST DFAU
0.17% 0.18% $1.1M 21,667 $977,615 21,667 0 0.00% Unchanged 
