| BND Vanguard Total Bond Market | 22.24% | 751,437 | $55.2M | Reduce -98.4% |
| DFAU Dimensional US Core Equity M | 19.41% | 1,253,243 | $48.2M | Reduce -98.4% |
| DFAI Dimensional International Co. | 6.62% | 526,409 | $16.4M | Reduce -98.4% |
| VTI VG Morningstar TS MKT ETF-US | 5.95% | 53,688 | $14.8M | Reduce -98.3% |
| DFCF Dimensional Core Fixed Inc. | 3.70% | 218,149 | $9.2M | Reduce -98.1% |
| LLY Eli Lilly & Co. | 3.67% | 11,019 | $9.1M | Reduce -98.5% |
| BSV Vanguard Short-Term Bond ETF | 2.62% | 83,199 | $6.5M | Reduce -98.3% |
| DFAE Dimensional Emerging Core Eq | 2.62% | 251,403 | $6.5M | Reduce -98.4% |
| VTIP Vanguard Short-Term Tips | 2.25% | 112,121 | $5.6M | Reduce -98.4% |
| IVV iShares Core S&P 500 ETF | 2.12% | 9,377 | $5.3M | Reduce -98.5% |
| MBB iShares MBS ETF | 2.06% | 54,496 | $5.1M | Reduce -98.3% |
| DFSD Dimensional Short Duration | 1.82% | 95,124 | $4.5M | Reduce -97.7% |
| BOND PIMCO Active Bond Exchange-T | 1.75% | 47,023 | $4.3M | Reduce -97.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.72% | 16,970 | $4.3M | Reduce -98.5% |
| FREL Fidelity MSCI RL Est Indx | 1.43% | 129,314 | $3.6M | Reduce -98.4% |
| SHY iShares 1-3 Year Treasury Bo | 1.41% | 42,284 | $3.5M | Reduce -98.3% |
| DFAC Dimensional US Core Equity 2 | 1.17% | 88,272 | $2.9M | Reduce -97.8% |
| IBTF iShares Ibonds Dec 2025 Term | 1.06% | 112,449 | $2.6M | Reduce -98.7% |
| JPLD JPMorgan Ltd. Duration ETF | 0.81% | 38,430 | $2.0M | Reduce -95.6% |
| DCOR Dimensional US Core Eq 1 ETF | 0.77% | 31,188 | $1.9M | Reduce -95.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 3,441 | $1.8M | Reduce -97.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.72% | 3,202 | $1.8M | Reduce -95.7% |
| MSFT Microsoft Corp. | 0.68% | 4,486 | $1.7M | Reduce -94.7% |
| IBTG iShares Ibonds Dec 2026 Term | 0.67% | 72,407 | $1.7M | Reduce -97.9% |
| AAPL Apple Inc. | 0.63% | 7,002 | $1.6M | Reduce -97.3% |
| STPZ PIMCO 1-5 Year US Tips Index | 0.54% | 24,747 | $1.3M | Reduce -98.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.49% | 26,458 | $1.2M | Reduce -98.4% |
| DBND Doubleline Oppor Cor BND-Usd | 0.49% | 26,253 | $1.2M | Reduce -98.7% |
| FBND Fidelity Total Bond ETF | 0.45% | 24,225 | $1.1M | Reduce -95.8% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 20,531 | $1.0M | Reduce -96.0% |
| DFIC Dimensional International Co. | 0.41% | 37,067 | $1.0M | Reduce -95.5% |
| MINT PIMCO Enhanced Short Maturit | 0.40% | 9,939 | $1.0M | Reduce -98.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.38% | 20,384 | $939K | Reduce -98.7% |
| VXUS Vanguard Total Intl Stock | 0.36% | 14,436 | $897K | Reduce -98.1% |
| WMT Walmart Inc. | 0.31% | 8,848 | $777K | Reduce -98.5% |
| NVDA Nvidia Corp. | 0.29% | 6,571 | $712K | Reduce -92.7% |
| IBTH iShares Ibonds Dec 2027 Term | 0.29% | 31,660 | $710K | Reduce -96.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 8,269 | $653K | Reduce -98.5% |
| EPS Wisdomtree US Large Cap Fund | 0.26% | 10,913 | $647K | Reduce -98.5% |
| VHT Vanguard Health Care ETF | 0.25% | 2,319 | $614K | Reduce -98.3% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 3,126 | $606K | Reduce -97.8% |
| IXUS iShares Core Intl Stock ETF | 0.24% | 8,539 | $596K | Reduce -98.7% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.23% | 12,994 | $563K | Reduce -98.5% |
| GOOGL Alphabet Inc. Class A | 0.23% | 3,617 | $559K | Reduce -97.6% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,051 | $540K | Reduce -98.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.21% | 10,789 | $527K | Reduce -98.3% |
| LOW Lowe's Cos Inc. | 0.21% | 2,183 | $509K | Reduce -98.6% |
| VGSH Vanguard Short-Term Treasury | 0.18% | 7,525 | $442K | Reduce -98.5% |
| IEMG iShares Core MSCI Emerging | 0.17% | 8,007 | $432K | Reduce -95.8% |
| DFEM Dimensional Emrg MRKT Core | 0.17% | 15,785 | $418K | Reduce -95.3% |
| WDAY Workday Inc. Class A | 0.16% | 1,749 | $408K | Reduce -98.5% |
| DFUS Dimensional US Eq MKT ETF | 0.16% | 6,583 | $398K | Reduce -98.8% |
| VCEB Vanguard ESG US Corp. Bond | 0.16% | 6,293 | $396K | Reduce -98.5% |
| EES Wisdomtree US Smallcap Fund | 0.15% | 7,802 | $381K | Reduce -98.5% |
| HON Honeywell International Inc. | 0.15% | 1,768 | $374K | Reduce -98.5% |
| ESGV Vanguard ESG US Stock ETF | 0.15% | 3,707 | $363K | Reduce -98.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.14% | 3,509 | $359K | Reduce -98.5% |
| AMZN Amazon.com Inc. | 0.14% | 1,866 | $355K | Reduce -91.8% |
| DFSV Dimensional US Small Cap Val | 0.14% | 12,336 | $347K | Reduce -98.8% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 2,000 | $346K | Reduce -50.0% |
| IJT iShares S&P Small-Cap 600 GR | 0.14% | 2,740 | $341K | Reduce -98.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 1,506 | $334K | Reduce -83.3% |
| T AT&T Inc. | 0.13% | 11,782 | $333K | Reduce -98.4% |
| DTD Wisdomtree US Total Dividend | 0.13% | 4,321 | $333K | Reduce -98.5% |
| JPM JPMorgan Chase & Co. | 0.12% | 1,246 | $306K | Reduce -98.5% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 6,504 | $294K | Reduce -98.3% |
| SUB iShares Short-Term National | 0.11% | 2,640 | $279K | Reduce -98.4% |
| IBTI iShares Ibonds Dec 2028 Term | 0.11% | 12,344 | $275K | Reduce -97.5% |
| GS Goldman Sachs Group Inc. | 0.11% | 500 | $273K | Reduce -50.0% |
| VDC Vanguard Consumer Staple ETF | 0.11% | 1,211 | $265K | Reduce -98.4% |
| META Meta Platforms Inc. Class A | 0.10% | 439 | $253K | Reduce -97.8% |
| DFUV Dimensional US Marketwide Va | 0.10% | 6,075 | $250K | Reduce -98.5% |
| TT Trane Technologies PLC | 0.10% | 738 | $249K | Reduce -98.5% |
| RTX RTX Corp. | 0.10% | 1,789 | $237K | Reduce -98.4% |
| DFAX Dimensional World Ex US Core | 0.09% | 8,950 | $234K | Reduce -98.5% |
| AGG iShares Core U.S. Aggregate | 0.09% | 2,334 | $231K | Reduce -98.4% |
| IYC iShares US Consumer Discreti | 0.09% | 2,400 | $212K | Reduce -50.0% |
| DFAR Dimensional US Real Est ETF | 0.08% | 8,731 | $208K | Reduce -98.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 559 | $207K | Reduce -98.5% |
| DUSB Dimension Ultrashort Fi ETF | 0.08% | 4,085 | $207K | Reduce -96.1% |
| HYPR Hyperfine Inc. | 0.01% | 42,398 | $30K | New |