Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MUB	ISHARES TR	125,778	$13.35M	12.4%	$106.36	—	NATIONAL MUN ETF	464288414
VOO	VANGUARD INDEX FDS	21,409	$12.79M	11.9%	$543.98	—	S&P 500 ETF SHS	922908363
VCIT	VANGUARD SCOTTSDALE FDS	105,583	$8.737M	8.1%	$81.05	—	INT-TERM CORP	92206C870
BND	VANGUARD BD INDEX FDS	97,055	$7.147M	6.6%	$72.42	—	TOTAL BND MRKT	921937835
VTEB	VANGUARD MUN BD FDS	93,555	$4.667M	4.3%	$50.12	—	TAX EXEMPT BD	922907746
VONV	VANGUARD SCOTTSDALE FDS	44,610	$4.182M	3.9%	$81.72	—	VNG RUS1000VAL	92206C714
AVDE	AMERICAN CENTY ETF TR	47,376	$4.019M	3.7%	$82.32	—	INTL EQT ETF	025072703
SPHY	SPDR SERIES TRUST	169,534	$3.954M	3.7%	$23.51	—	STATE STREET SPD	78468R606
IJR	ISHARES TR	30,883	$3.839M	3.6%	$114.99	—	CORE S&P SCP ETF	464287804
VEA	VANGUARD TAX-MANAGED FDS	58,048	$3.72M	3.5%	$47.82	—	VAN FTSE DEV MKT	921943858
AVEM	AMERICAN CENTY ETF TR	45,039	$3.629M	3.4%	$58.82	—	AVANTIS EMGMKT	025072604
VCSH	VANGUARD SCOTTSDALE FDS	36,842	$2.921M	2.7%	$78.63	—	SHRT TRM CORP BD	92206C409
EMB	ISHARES TR	30,916	$2.904M	2.7%	$89.63	—	JPMORGAN USD EMG	464288281
IEMG	ISHARES INC	35,133	$2.451M	2.3%	$52.44	—	CORE MSCI EMKT	46434G103
SPIB	SPDR SERIES TRUST	65,466	$2.196M	2.0%	$33.22	—	STATE STREET SPD	78464A375
VONE	VANGUARD SCOTTSDALE FDS	5,770	$1.703M	1.6%	$277.43	—	VNG RUS1000IDX	92206C730
DFIV	DIMENSIONAL ETF TRUST	31,209	$1.647M	1.5%	$35.48	—	INTERNATNAL VAL	25434V807
DFAT	DIMENSIONAL ETF TRUST	26,113	$1.631M	1.5%	$55.66	—	US TARGETED VLU	25434V609
VWOB	VANGUARD WHITEHALL FDS	24,542	$1.612M	1.5%	$63.44	—	EM MK GOV BD ETF	921946885
AVDV	AMERICAN CENTY ETF TR	15,402	$1.538M	1.4%	$65.19	—	INTL SMCP VLU	025072802
DFAS	DIMENSIONAL ETF TRUST	21,145	$1.504M	1.4%	$64.59	—	US SMALL CAP ETF	25434V500
DFUV	DIMENSIONAL ETF TRUST	29,765	$1.442M	1.3%	$40.92	—	US MKTWIDE VALUE	25434V724
IWF	ISHARES TR	3,122	$1.331M	1.2%	$401.58	—	RUS 1000 GRW ETF	464287614
SCHF	SCHWAB STRATEGIC TR	53,418	$1.322M	1.2%	$18.50	—	INTL EQTY ETF	808524805
NVDA	NVIDIA CORPORATION	6,988	$1.219M	1.1%	$137.63	+35.6%	COM	67066G104
AAPL	APPLE INC	4,701	$1.193M	1.1%	$234.51	+12.1%	COM	037833100
MSFT	MICROSOFT CORP	2,457	$910K	0.8%	$422.35	+2.9%	COM	594918104
IVW	ISHARES TR	7,368	$833K	0.8%	$101.53	—	S&P 500 GRWT ETF	464287309
AGG	ISHARES TR	8,057	$800K	0.7%	$98.28	—	CORE US AGGBD ET	464287226
VOOV	VANGUARD ADMIRAL FDS INC	3,558	$725K	0.7%	$184.69	—	500 VAL IDX FD	921932703
IDEV	ISHARES TR	7,960	$665K	0.6%	$67.86	—	CORE MSCI INTL	46435G326
AMZN	AMAZON COM INC	2,838	$591K	0.5%	$205.89	+10.2%	COM	023135106
GOOGL	ALPHABET INC	2,047	$589K	0.5%	$174.65	+85.1%	CAP STK CL A	02079K305
EFIV	SPDR SERIES TRUST	8,950	$565K	0.5%	$56.18	—	STATE STREET SPD	78468R531
FLMI	FRANKLIN TEMPLETON ETF TR	21,903	$543K	0.5%	$24.82	—	FRANKLIN DYN MUN	35473P868
VCEB	VANGUARD WORLD FD	8,340	$524K	0.5%	$62.67	—	ESG US CORP BD	921910691
AVGO	BROADCOM INC	1,351	$418K	0.4%	$184.32	+81.3%	COM	11135F101
META	META PLATFORMS INC	693	$396K	0.4%	$585.18	+12.0%	CL A	30303M102
AVSD	AMERICAN CENTY ETF TR	5,300	$390K	0.4%	$71.55	—	AVANTIS RESPONSI	025072299
CMF	ISHARES TR	6,550	$372K	0.3%	$55.74	—	CALIF MUN BD ETF	464288356
GOOG	ALPHABET INC	1,298	$372K	0.3%	$175.67	+84.2%	CAP STK CL C	02079K107
TSLA	TESLA INC	863	$321K	0.3%	$322.06	+32.3%	COM	88160R101
LLY	ELI LILLY & CO	344	$316K	0.3%	$824.79	+27.0%	COM	532457108
JPM	JPMORGAN CHASE & CO	1,072	$315K	0.3%	$228.03	+36.6%	COM	46625H100
IWD	ISHARES TR	1,424	$304K	0.3%	$185.13	—	RUS 1000 VAL ETF	464287598
AVUV	AMERICAN CENTY ETF TR	2,650	$293K	0.3%	$91.10	—	US SML CP VALU	025072877
GUNR	FLEXSHARES TR	5,015	$277K	0.3%	$40.11	—	MORNSTAR UPSTR	33939L407
BRK/B	BERKSHIRE HATHAWAY INC DEL	573	$275K	0.3%	$461.73	+6.9%	CL B NEW	084670702
DFSU	DIMENSIONAL ETF TRUST	6,600	$271K	0.3%	$37.90	—	US SUSTAINABILTY	25434V716