Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SCHB	SCHWAB STRATEGIC TR	2,232,927	$136M	49.4%	$2313.82	—	US BRD MKT ETF	808524102
EFA	ISHARES TR	615,320	$49.14M	17.8%	$53.94	—	MSCI EAFE ETF	464287465
EEM	ISHARES TR	382,633	$15.72M	5.7%	$35.37	—	MSCI EMG MKT ETF	464287234
VEA	VANGUARD TAX-MANAGED FDS	286,326	$14.36M	5.2%	$43.79	—	VAN FTSE DEV MKT	921943858
VTI	VANGUARD INDEX FDS	43,638	$11.34M	4.1%	$169.55	—	TOTAL STK MKT	922908769
MSFT	MICROSOFT CORP	9,411	$3.959M	1.4%	$109.22	+265.5%	COM	594918104
VWO	VANGUARD INTL EQUITY INDEX F	79,607	$3.325M	1.2%	$41.27	—	FTSE EMR MKT ETF	922042858
LLY	ELI LILLY & CO	4,250	$3.306M	1.2%	$66.87	+950.6%	COM	532457108
BNDX	VANGUARD CHARLOTTE FDS	64,698	$3.182M	1.2%	$48.57	—	TOTAL INT BD ETF	92203J407
VT	VANGUARD INTL EQUITY INDEX F	27,218	$3.008M	1.1%	$96.65	—	TT WRLD ST ETF	922042742
BSV	VANGUARD BD INDEX FDS	35,808	$2.745M	1.0%	$75.92	—	SHORT TRM BOND	921937827
IWR	ISHARES TR	26,956	$2.267M	0.8%	$67.11	—	RUS MID CAP ETF	464287499
JNJ	JOHNSON & JOHNSON	14,314	$2.264M	0.8%	$88.27	+70.2%	COM	478160104
BND	VANGUARD BD INDEX FDS	30,312	$2.202M	0.8%	$77.71	—	TOTAL BND MRKT	921937835
NVDA	NVIDIA CORPORATION	2,252	$2.035M	0.7%	$24.43	+196.6%	COM	67066G104
GOOGL	ALPHABET INC	12,141	$1.832M	0.7%	$107.78	+31.7%	CAP STK CL A	02079K305
AAPL	APPLE INC	10,679	$1.831M	0.7%	$119.20	+51.2%	COM	037833100
GOOG	ALPHABET INC	8,650	$1.317M	0.5%	$107.98	+32.7%	CAP STK CL C	02079K107
BIV	VANGUARD BD INDEX FDS	17,326	$1.306M	0.5%	$75.37	—	INTERMED TERM	921937819
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,042	$1.279M	0.5%	$186.04	+111.4%	CL B NEW	084670702
BLV	VANGUARD BD INDEX FDS	17,036	$1.232M	0.4%	$73.93	—	LONG TERM BOND	921937793
AMZN	AMAZON COM INC	5,014	$904K	0.3%	$123.81	+34.8%	COM	023135106
META	META PLATFORMS INC	1,791	$870K	0.3%	$205.04	+116.2%	CL A	30303M102
VCSH	VANGUARD SCOTTSDALE FDS	9,590	$741K	0.3%	$76.01	—	SHRT TRM CORP BD	92206C409
VMBS	VANGUARD SCOTTSDALE FDS	15,933	$727K	0.3%	$46.29	—	MTG-BKD SECS ETF	92206C771
VTEB	VANGUARD MUN BD FDS	14,273	$722K	0.3%	$50.17	—	TAX EXEMPT BD	922907746
SPY	SPDR S&P 500 ETF TR	1,323	$692K	0.3%	$346.69	—	TR UNIT	78462F103
NOBL	PROSHARES TR	5,600	$568K	0.2%	$72.88	—	S&P 500 DV ARIST	74348A467
ABBV	ABBVIE INC	2,741	$499K	0.2%	$82.87	+95.5%	COM	00287Y109
SIXG	ETF SER SOLUTIONS	12,222	$478K	0.2%	$33.87	—	DEFIANCE NEXT	26922A289
QQQ	INVESCO QQQ TR	1,000	$444K	0.2%	$248.00	—	UNIT SER 1	46090E103
V	VISA INC	1,493	$417K	0.2%	$206.86	+31.7%	COM CL A	92826C839
IWD	ISHARES TR	2,322	$416K	0.2%	$136.52	—	RUS 1000 VAL ETF	464287598
RSP	INVESCO EXCHANGE TRADED FD T	2,337	$396K	0.1%	$132.59	—	S&P500 EQL WGT	46137V357
VXUS	VANGUARD STAR FDS	6,049	$365K	0.1%	$59.03	—	VG TL INTL STK F	921909768
IYW	ISHARES TR	2,612	$353K	0.1%	$92.81	—	U.S. TECH ETF	464287721
XOM	EXXON MOBIL CORP	2,840	$330K	0.1%	$47.79	+105.3%	COM	30231G102
VO	VANGUARD INDEX FDS	1,305	$326K	0.1%	$232.87	—	MID CAP ETF	922908629
ITOT	ISHARES TR	2,813	$324K	0.1%	$92.25	—	CORE S&P TTL STK	464287150
CSGP	COSTAR GROUP INC	3,343	$323K	0.1%	$82.85	+3.9%	COM	22160N109
VTV	VANGUARD INDEX FDS	1,968	$321K	0.1%	$104.67	—	VALUE ETF	922908744
PG	PROCTER AND GAMBLE CO	1,948	$316K	0.1%	$123.16	+21.7%	COM	742718109
XLP	SELECT SECTOR SPDR TR	3,824	$292K	0.1%	$56.22	—	SBI CONS STPLS	81369Y308
DHR	DANAHER CORPORATION	992	$248K	0.1%	$140.03	+72.4%	COM	235851102
IVV	ISHARES TR	468	$246K	0.1%	$445.71	—	CORE S&P500 ETF	464287200
PEP	PEPSICO INC	1,386	$243K	0.1%	$129.60	+21.3%	COM	713448108
NKE	NIKE INC	2,561	$241K	0.1%	$123.21	-20.6%	CL B	654106103
EMR	EMERSON ELEC CO	1,931	$219K	0.1%	$99.38	0.0%	COM	291011104
T	AT&T INC	11,000	$194K	0.1%	$12.00	+30.2%	COM	00206R102