Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD TOTAL STOCK MARKET ETF	126,339	$40.53M	27.1%	$157.69	—	ETF	922908769
IVV	ISHARES CORE S&P 500 ETF	37,776	$24.68M	16.5%	$256.01	—	ETF	464287200
VEU	VANGUARD FTSE ALL-WORLD EX-US	161,483	$12.13M	8.1%	$49.72	—	ETF	922042775
VWO	VANGUARD FTSE EMERGING MARKETS ETF	84,936	$4.591M	3.1%	$38.32	—	ETF	922042858
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	63,012	$4.038M	2.7%	$39.18	—	ETF	921943858
ACWX	ISHARES MSCI ACWI EX US	56,343	$3.858M	2.6%	$42.54	—	ETF	464288240
SUSA	ISHARES MSCI USA ESG SELECT ETF	23,554	$3.111M	2.1%	$92.89	—	ETF	464288802
SCHF	SCHWAB INTERNATIONAL EQUITY ETF	106,769	$2.643M	1.8%	$23.91	—	ETF	808524805
MSFT	MICROSOFT CORP COM	6,279	$2.324M	1.6%	$124.12	+250.1%	Stock	594918104
SCHX	SCHWAB U.S. LARGE-CAP ETF	90,161	$2.312M	1.5%	$34.44	—	ETF	808524201
VNQ	VANGUARD REIT INDEX ETF	22,848	$2.027M	1.4%	$79.98	—	ETF	922908553
JNJ	JOHNSON & JOHNSON COM	6,964	$1.702M	1.1%	$116.67	+95.3%	Stock	478160104
HEFA	ISHARES CURRENCY HEDGED MSCI EAFE ETF	40,000	$1.7M	1.1%	$25.95	—	ETF	46434V803
VGSH	VANGUARD SHORT-TERM TREASURY ETF	26,702	$1.563M	1.0%	$58.91	—	ETF	92206C102
DFAX	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	43,719	$1.485M	1.0%	$25.87	—	ETF	25434V880
USXF	ISHARES ESG ADVANCED MSCI USA ETF	26,236	$1.448M	1.0%	$33.59	—	ETF	46436E767
STIP	ISHARES 0-5 YEAR TIPS BOND ETF	13,841	$1.432M	1.0%	$98.62	—	ETF	46429B747
VXUS	VANGUARD TOTAL INTERNATIONAL STOCK ETF	18,045	$1.391M	0.9%	$70.81	—	ETF	921909768
VOO	VANGUARD S&P 500 ETF	1,985	$1.186M	0.8%	$388.23	—	ETF	922908363
BND	VANGUARD TOTAL BOND MARKET ETF	15,538	$1.144M	0.8%	$81.80	—	ETF	921937835
USMV	ISHARES MSCI USA MIN VOL FACTOR ETF	12,102	$1.122M	0.7%	$53.27	—	ETF	46429B697
IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	15,852	$1.106M	0.7%	$54.23	—	ETF	46434G103
VCSH	VANGUARD SHORT TERM CORP BOND FD ETF	13,640	$1.081M	0.7%	$78.20	—	ETF	92206C409
IEFA	ISHARES CORE MSCI EAFE ETF	11,729	$1.062M	0.7%	$84.90	—	ETF	46432F842
PEP	PEPSICO INC COM	6,726	$1.044M	0.7%	$98.07	+57.8%	Stock	713448108
DMXF	ISHARES ESG ADVANCED MSCI EAFE ETF	13,336	$1.006M	0.7%	$56.50	—	ETF	46436E759
QCOM	QUALCOMM INC	7,795	$1.004M	0.7%	$58.41	+163.5%	Stock	747525103
IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	11,144	$966K	0.6%	$62.83	—	ETF	46432F834
CTAS	CINTAS CORP	5,624	$951K	0.6%	$152.20	+27.0%	Stock	172908105
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	1,835	$879K	0.6%	$254.95	+93.6%	Stock	084670702
LNT	ALLIANT ENERGY CORP COM	12,225	$877K	0.6%	$35.19	+92.1%	Stock	018802108
IBB	ISHARES NASDAQ BIOTECHNOLOGY	4,943	$835K	0.6%	$96.44	—	ETF	464287556
ICF	ISHARES COHEN & STEERS REIT ETF	13,283	$822K	0.5%	$70.63	—	ETF	464287564
SCHZ	SCHWAB US AGGREGATE BOND ETF	34,307	$797K	0.5%	$36.86	—	ETF	808524839
EFV	ISHARES MSCI EAFE VALUE ETF	10,611	$789K	0.5%	$71.41	—	ETF	464288877
DSI	ISHARES ESG MSCI KLD 400 ETF	6,355	$770K	0.5%	$79.29	—	ETF	464288570
BSV	VANGUARD SHORT-TERM BOND ETF	9,767	$766K	0.5%	$77.03	—	ETF	921937827
ISHG	ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY	10,191	$756K	0.5%	$75.44	—	ETF	464288125
PICB	INVESCO INTERNATIONAL CORPORATE BOND ETF	32,431	$749K	0.5%	$23.68	—	ETF	46138E636
IGOV	ISHARES INTERNATIONAL TREASURY BOND ETF	18,202	$747K	0.5%	$42.14	—	ETF	464288117
GILD	GILEAD SCIENCES INC	5,338	$744K	0.5%	$54.09	+155.8%	Stock	375558103
IVE	ISHARES S&P 500 VALUE ETF	3,448	$728K	0.5%	$212.07	—	ETF	464287408
ESGD	ISHARES ESG AWARE MSCI EAFE ETF	7,335	$701K	0.5%	$72.83	—	ETF	46435G516
SUSB	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	26,322	$660K	0.4%	$24.72	—	ETF	46435G243
STT	STATE STR CORP COM	4,964	$628K	0.4%	$62.27	+109.2%	Stock	857477103
DFUV	DIMENSIONAL US MARKETWIDE VALUE ETF	12,775	$619K	0.4%	$29.59	—	ETF	25434V724
IWV	ISHARES RUSSELL 3000 ETF	1,651	$612K	0.4%	$146.71	—	ETF	464287689
ITOT	ISHARES TR S&P 1500 INDEX FD	4,165	$593K	0.4%	$90.79	—	ETF	464287150
AAPL	APPLE INC COM	2,318	$588K	0.4%	$126.27	+108.1%	Stock	037833100
BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	12,147	$584K	0.4%	$50.60	—	ETF	92203J407
VGT	VANGUARD INFORMATION TECHNOLOGY ETF	790	$551K	0.4%	$278.48	—	ETF	92204A702
CPNG	COUPANG INC CL A	26,425	$499K	0.3%	$34.57	-42.5%	Stock	22266T109
COST	COSTCO WHOLESALE CORPORATION COM	500	$498K	0.3%	$418.22	+130.4%	Stock	22160K105
TMO	THERMO FISHER SCIENTIFIC INC COM	896	$440K	0.3%	$230.26	+149.5%	Stock	883556102
XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	3,150	$419K	0.3%	$176.12	—	ETF	81369Y803
VO	VANGUARD MID CAP	1,432	$411K	0.3%	$138.05	—	ETF	922908629
XT	ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF	5,786	$394K	0.3%	$58.28	—	ETF	46434V381
XOM	EXXON MOBIL CORP COM	2,274	$386K	0.3%	$79.00	+75.6%	Stock	30231G102
INTC	INTEL CORP COM	8,448	$373K	0.2%	$24.23	+91.6%	Stock	458140100
AMZN	AMAZON COM INC COM	1,780	$371K	0.2%	$121.32	+87.0%	Stock	023135106
DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	6,771	$357K	0.2%	$30.40	—	ETF	25434V807
USRT	ISHARES CORE U.S. REIT ETF	5,996	$355K	0.2%	$54.11	—	ETF	464288521
SPY	STATE STREET SPDR S&P 500 ETF	503	$327K	0.2%	$650.34	—	ETF	78462F103
EPP	ISHARES MSCI PACIFIC EX JAPAN ETF	5,740	$305K	0.2%	$39.72	—	ETF	464286665
T	AT&T INC COM	9,962	$289K	0.2%	$18.78	+37.1%	Stock	00206R102
VZ	VERIZON COMMUNICATIONS	5,726	$287K	0.2%	$31.00	+41.4%	Stock	92343V104
SUB	ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	2,568	$273K	0.2%	$105.26	—	ETF	464288158
MEAR	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	5,383	$271K	0.2%	$50.04	—	ETF	46431W838
SCHB	SCHWAB U.S. BROAD MARKET ETF	10,620	$267K	0.2%	$34.02	—	ETF	808524102
VB	VANGUARD SMALL-CAP ETF	1,015	$266K	0.2%	$213.33	—	ETF	922908751
USFR	WISDOMTREE FLOATING RATE TREASURY FUND	5,267	$265K	0.2%	$50.26	—	ETF	97717Y527
GE	GE AEROSPACE COM NEW	933	$265K	0.2%	$62.95	+405.5%	Stock	369604301
ICLN	ISHARES GLOBAL CLEAN ENERGY ETF	13,637	$249K	0.2%	$16.28	—	ETF	464288224
GOOGL	ALPHABET INC CAP STK CL A	840	$242K	0.2%	$209.20	+54.5%	Stock	02079K305
SLB	SLB LIMITED COM STK	4,601	$236K	0.2%	$48.30	0.0%	Stock	806857108
GOOG	ALPHABET INC CAP STK CL C	820	$235K	0.2%	$286.33	+13.0%	Stock	02079K107
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF	4,239	$212K	0.1%	$50.40	—	ETF	922020805
FIG	FIGMA INC CLASS A COM STK	10,000	$211K	0.1%	$68.66	-58.6%	Stock	316841105
IJR	ISHARES S&P SMALL-CAP FUND	1,640	$204K	0.1%	$124.31	—	ETF	464287804
GEV	GE VERNOVA INC COM	233	$203K	0.1%	$191.56	+284.7%	Stock	36828A101
MUB	ISHARES NATIONAL MUNI BOND ETF	1,893	$201K	0.1%	$107.10	—	ETF	464288414