V VANGUARD INDEX FDS VOO
29.45% 29.22% $66.9M 97,407 $56.9M 95,210 +2,197 +2.31% Add D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI
10.08% 10.67% $22.9M 554,859 $20.8M 533,171 +21,688 +4.07% Add V VANGUARD MID VO
9.44% 9.35% $21.4M 266,078 $18.2M 63,394 +202,684 +319.72% Add G GENERAL DYNAMICS CORP VTI
7.58% 7.48% $17.2M 46,534 $14.6M 45,370 +1,164 +2.57% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
7.16% 6.92% $16.3M 480,417 $13.5M 462,475 +17,942 +3.88% Add I ISHARES CORE IJR
6.65% 6.34% $15.1M 101,896 $12.3M 99,228 +2,668 +2.69% Add S SCHWAB STRATEGIC TR SCHD
6.36% 6.91% $14.4M 455,656 $13.4M 438,252 +17,404 +3.97% Add V VANGUARD INTL EQUITY INDEX F VEU
2.42% 2.59% $5.5M 65,618 $5.0M 67,118 -1,500 -2.23% Reduce MICRON TECHNOLOGY INC MU
2.08% 0.91% $4.7M 4,091 $1.8M 5,257 -1,166 -22.18% Reduce I ISHARES TR SGOV
1.43% 1.83% $3.3M 32,323 $3.6M 35,402 -3,079 -8.70% Reduce APPLE INC AAPL
1.25% 1.25% $2.8M 9,829 $2.4M 9,615 +214 +2.23% Add F FIDELITY MERRIMACK STR TR FBND
0.86% 0.92% $1.9M 42,797 $1.8M 39,241 +3,556 +9.06% Add NVIDIA CORPORATION NVDA
0.85% 0.81% $1.9M 9,637 $1.6M 9,026 +611 +6.77% Add I ISHARES TR IVV
0.79% 0.78% $1.8M 2,406 $1.5M 2,316 +90 +3.89% Add D DIMENSIONAL ETF TRUST DFCF
0.69% 0.73% $1.6M 37,105 $1.4M 33,644 +3,461 +10.29% Add V VANGUARD WHITEHALL FDS VYM
0.54% 0.57% $1.2M 7,729 $1.1M 7,559 +170 +2.25% Add ABBVIE INC ABBV
0.52% 0.52% $1.2M 4,651 $1.0M 4,651 0 0.00% Unchanged TAIWAN SEMICONDUCTOR MANUFAC TSM
0.46% 0.38% $1.0M 2,187 $739,097 2,187 0 0.00% Unchanged S STATE STREET SPYM
0.45% 0.46% $1.0M 11,696 $895,212 11,696 0 0.00% Unchanged AMAZON COM INC AMZN
0.44% 0.45% $1.0M 4,219 $867,861 4,167 +52 +1.25% Add COSTCO WHOLESALE CORPORATION COST
0.4% 0.51% $917,623 981 $983,276 987 -6 -0.61% Reduce C CAPITAL GRP FIXED INCM ETF T CGMU
0.35% 0.4% $805,366 29,318 $770,028 28,362 +956 +3.37% Add PALANTIR TECHNOLOGIES INC PLTR
0.35% 0.5% $793,356 6,800 $979,491 6,696 +104 +1.55% Add EXXON MOBIL CORP XOM
0.34% 0.48% $781,365 5,715 $941,965 5,552 +163 +2.94% Add AMPHENOL CORP APH
0.34% 0.29% $775,808 4,400 $555,940 4,400 0 0.00% Unchanged TESLA INC TSLA
0.32% 0.31% $717,544 1,706 $604,838 1,627 +79 +4.86% Add V VANGUARD MUN BD FDS VCRM
0.32% 0.35% $715,868 9,370 $682,437 9,081 +289 +3.18% Add V VANGUARD RUSSELL 1000 INDEX FUND ETF SHARES VONE
0.31% 0.23% $711,312 2,100 $441,499 1,496 +604 +40.37% Add CATERPILLAR INC CAT
0.3% 0.23% $670,887 630 $446,330 630 0 0.00% Unchanged V VANGUARD SPECIALIZED FUNDS VIG
0.27% 0.28% $621,856 2,628 $544,489 2,532 +96 +3.79% Add MICROSOFT CORP MSFT
0.27% 0.3% $606,281 1,625 $578,236 1,562 +63 +4.03% Add I ISHARES TR IEFA
0.25% 0.29% $576,969 5,974 $563,006 6,219 -245 -3.94% Reduce S STATE STREET SPHY
0.24% 0.28% $554,614 23,661 $540,205 23,165 +496 +2.14% Add B BITWISE BITCOIN ETF TR BITB
0.23% 0.3% $533,241 16,737 $575,451 15,633 +1,104 +7.06% Add OCCIDENTAL PETE CORP OXY
0.23% 0.36% $525,146 10,812 $702,789 10,812 0 0.00% Unchanged P PACER INDUSTRIAL REAL ESTATE ETF INDS
0.23% 0.24% $522,245 12,988 $468,683 12,756 +232 +1.82% Add I ISHARES CORE IJH
0.21% 0.23% $488,176 6,331 $449,772 6,660 -329 -4.94% Reduce ALPHABET INC GOOGL
0.21% 0.18% $482,806 1,351 $353,124 1,228 +123 +10.02% Add J J P MORGAN EXCHANGE TRADED F JPIE
0.21% 0.23% $479,841 10,420 $446,787 9,698 +722 +7.44% Add I INVESCO QQQ TR QQQ
0.21% 0.17% $468,729 637 $336,793 584 +53 +9.08% Add P PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF QDPL
0.2% 0.2% $462,103 10,253 $385,493 9,604 +649 +6.76% Add I ISHARES FUTURE AI & TECHETF ARTY
0.2% 0.13% $447,821 5,880 $255,357 5,488 +392 +7.14% Add I ISHARES TR IXN
0.2% 0.16% $444,887 3,079 $307,831 3,079 0 0.00% Unchanged P PACER FDS TR COWZ
0.19% 0.22% $437,560 7,035 $436,771 6,982 +53 +0.76% Add ABBOTT LABORATORIES ABT
0.19% 0.25% $430,834 4,748 $487,477 4,748 0 0.00% Unchanged VISA INC V
0.19% 0.19% $423,373 1,234 $379,009 1,254 -20 -1.59% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.18% 0.2% $414,823 829 $397,257 829 0 0.00% Unchanged A Alphabet Inc Class C GOOG
0.18% 0.16% $410,923 1,163 $309,809 1,080 +83 +7.69% Add AFLAC INC COM AFL
0.18% 0.19% $404,572 3,451 $378,460 3,450 +1 +0.03% Add S SPACE EXPLORATION TECHN CORP SPCX
0.17% — $392,636 2,298 $0 0 +2,298 New Buy 
