Momentous Wealth Management, Inc. Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVBF	CVB FINL CORP	117,451	$2,185	1.2%	$18.94	0.0%	COM	126600105
USD	PROSHARES TR	8,485	$446	0.3%	$52.51	—	PSHS ULT SEMICDT	74347R669
GLD	SPDR GOLD TR	791	$313	0.2%	$396.31	—	GOLD SHS	78463V107
JNJ	JOHNSON & JOHNSON	1,316	$272	0.2%	$197.01	0.0%	COM	478160104
LLY	ELI LILLY & CO	250	$269	0.2%	$955.55	0.0%	COM	532457108
ADP	AUTOMATIC DATA PROCESSING IN	876	$225	0.1%	$264.83	0.0%	COM	053015103
QLD	PROSHARES TR	3,043	$214	0.1%	$70.41	—	PSHS ULTRA QQQ	74347R206
HWM	HOWMET AEROSPACE INC	993	$204	0.1%	$199.00	0.0%	COM	443201108

Increased Positions (24)

DFAC DIMENSIONAL ETF TRUST 23.4%

Value ($000) $41,359 (+27.5%) Shares 1,044,688 (+24.2%) Est. Cost $35.50 Unrealized —

VCRB VANGUARD MALVERN FDS 16.3%

Value ($000) $28,685 (+10.7%) Shares 368,254 (+11.4%) Est. Cost $76.39 Unrealized —

DFAX DIMENSIONAL ETF TRUST 14.4%

Value ($000) $25,448 (+9.2%) Shares 777,518 (+4.7%) Est. Cost $25.55 Unrealized —

DFCF DIMENSIONAL ETF TRUST 10.7%

Value ($000) $18,930 (+9.8%) Shares 444,774 (+10.3%) Est. Cost $41.57 Unrealized —

SCHF SCHWAB STRATEGIC TR 9.0%

Value ($000) $15,926 (+9.1%) Shares 662,494 (+5.7%) Est. Cost $18.82 Unrealized —

DFSU DIMENSIONAL ETF TRUST 4.5%

Value ($000) $8,004 (+11.4%) Shares 184,296 (+8.9%) Est. Cost $38.44 Unrealized —

DFSB DIMENSIONAL ETF TRUST 5.1%

Value ($000) $8,973 (+5.4%) Shares 173,216 (+8.4%) Est. Cost $51.16 Unrealized —

NVDA NVIDIA CORPORATION 1.2%

Value ($000) $2,118 (+26.0%) Shares 11,357 (+26.1%) Est. Cost $145.34 Unrealized +28.1%

AAPL APPLE INC 1.9%

Value ($000) $3,342 (+13.2%) Shares 12,295 (+6.0%) Est. Cost $236.09 Unrealized +13.7%

GOOGL ALPHABET INC 0.5%

Value ($000) $938 (+64.2%) Shares 2,996 (+27.5%) Est. Cost $200.23 Unrealized +42.6%

XOM EXXON MOBIL CORP 0.4%

Value ($000) $684 (+108.4%) Shares 5,680 (+95.3%) Est. Cost $112.57 Unrealized +2.6%

GOOG ALPHABET INC 0.6%

Value ($000) $1,138 (+36.1%) Shares 3,627 (+5.6%) Est. Cost $181.56 Unrealized +57.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value ($000) $664 (+79.2%) Shares 1,321 (+79.2%) Est. Cost $486.12 Unrealized +2.3%

AMZN AMAZON COM INC 0.5%

Value ($000) $891 (+21.5%) Shares 3,862 (+15.5%) Est. Cost $208.85 Unrealized +9.5%

JPM JPMORGAN CHASE & CO. 0.3%

Value ($000) $569 (+38.0%) Shares 1,767 (+35.1%) Est. Cost $254.81 Unrealized +21.5%

HD HOME DEPOT INC 0.2%

Value ($000) $320 (+51.0%) Shares 930 (+77.8%) Est. Cost $373.66 Unrealized -2.4%

CRM SALESFORCE INC 0.2%

Value ($000) $289 (+27.1%) Shares 1,091 (+13.6%) Est. Cost $307.70 Unrealized -19.3%

NFLX NETFLIX INC 0.1%

Value ($000) $233 (-19.9%) Shares 2,480 (+924.8%) Est. Cost $105.38 Unrealized +2.3%

TSLA TESLA INC 0.2%

Value ($000) $363 (+15.8%) Shares 807 (+14.5%) Est. Cost $341.49 Unrealized +29.8%

AVGO BROADCOM INC 0.2%

Value ($000) $424 (+6.8%) Shares 1,224 (+1.8%) Est. Cost $188.56 Unrealized +89.3%

WMT WALMART INC 0.2%

Value ($000) $274 (+10.3%) Shares 2,460 (+2.0%) Est. Cost $86.79 Unrealized +23.5%

COST COSTCO WHSL CORP NEW 0.3%

Value ($000) $583 (-4.1%) Shares 676 (+2.9%) Est. Cost $928.83 Unrealized -2.5%

RUM RUMBLE INC 0.1%

Value ($000) $89 (-11.8%) Shares 14,006 (+1.0%) Est. Cost $7.14 Unrealized -4.0%

MSFT MICROSOFT CORP 1.3%

Value ($000) $2,215 (-0.5%) Shares 4,581 (+6.6%) Est. Cost $425.82 Unrealized +17.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	1,044,688 (+24.2%)	$41,359 (+27.5%)	23.4%	$35.50	—	US CORE EQUITY 2	25434V708
VCRB	VANGUARD MALVERN FDS	368,254 (+11.4%)	$28,685 (+10.7%)	16.3%	$76.39	—	CORE BD ETF	922020748
DFAX	DIMENSIONAL ETF TRUST	777,518 (+4.7%)	$25,448 (+9.2%)	14.4%	$25.55	—	WORLD EX US CORE	25434V880
DFCF	DIMENSIONAL ETF TRUST	444,774 (+10.3%)	$18,930 (+9.8%)	10.7%	$41.57	—	CORE FIXED INCOM	25434V872
SCHF	SCHWAB STRATEGIC TR	662,494 (+5.7%)	$15,926 (+9.1%)	9.0%	$18.82	—	INTL EQTY ETF	808524805
DFSU	DIMENSIONAL ETF TRUST	184,296 (+8.9%)	$8,004 (+11.4%)	4.5%	$38.44	—	US SUSTAINABILTY	25434V716
DFSB	DIMENSIONAL ETF TRUST	173,216 (+8.4%)	$8,973 (+5.4%)	5.1%	$51.16	—	GLOBAL SUSTAINA	25434V674
NVDA	NVIDIA CORPORATION	11,357 (+26.1%)	$2,118 (+26.0%)	1.2%	$145.34	+28.1%	COM	67066G104
AAPL	APPLE INC	12,295 (+6.0%)	$3,342 (+13.2%)	1.9%	$236.09	+13.7%	COM	037833100
GOOGL	ALPHABET INC	2,996 (+27.5%)	$938 (+64.2%)	0.5%	$200.23	+42.6%	CAP STK CL A	02079K305
XOM	EXXON MOBIL CORP	5,680 (+95.3%)	$684 (+108.4%)	0.4%	$112.57	+2.6%	COM	30231G102
GOOG	ALPHABET INC	3,627 (+5.6%)	$1,138 (+36.1%)	0.6%	$181.56	+57.7%	CAP STK CL C	02079K107
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,321 (+79.2%)	$664 (+79.2%)	0.4%	$486.12	+2.3%	CL B NEW	084670702
AMZN	AMAZON COM INC	3,862 (+15.5%)	$891 (+21.5%)	0.5%	$208.85	+9.5%	COM	023135106
JPM	JPMORGAN CHASE & CO.	1,767 (+35.1%)	$569 (+38.0%)	0.3%	$254.81	+21.5%	COM	46625H100
HD	HOME DEPOT INC	930 (+77.8%)	$320 (+51.0%)	0.2%	$373.66	-2.4%	COM	437076102
CRM	SALESFORCE INC	1,091 (+13.6%)	$289 (+27.1%)	0.2%	$307.70	-19.3%	COM	79466L302
NFLX	NETFLIX INC	2,480 (+924.8%)	$233 (-19.9%)	0.1%	$105.38	+2.3%	COM	64110L106
TSLA	TESLA INC	807 (+14.5%)	$363 (+15.8%)	0.2%	$341.49	+29.8%	COM	88160R101
AVGO	BROADCOM INC	1,224 (+1.8%)	$424 (+6.8%)	0.2%	$188.56	+89.3%	COM	11135F101
WMT	WALMART INC	2,460 (+2.0%)	$274 (+10.3%)	0.2%	$86.79	+23.5%	COM	931142103
COST	COSTCO WHSL CORP NEW	676 (+2.9%)	$583 (-4.1%)	0.3%	$928.83	-2.5%	COM	22160K105
RUM	RUMBLE INC	14,006 (+1.0%)	$89 (-11.8%)	0.1%	$7.14	-4.0%	COM CL A	78137L105
MSFT	MICROSOFT CORP	4,581 (+6.6%)	$2,215 (-0.5%)	1.3%	$425.82	+17.6%	COM	594918104

Exited Positions (2)

VTHR VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $278 Shares 943 Est. Cost $259.74 Unrealized —

TELFY TELEFONICA S A 0.0%

Value ($000) $51 Shares 10,014 Est. Cost $5.08 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTHR	VANGUARD SCOTTSDALE FDS	943	$278	0.2%	$259.74	—	—	92206C599
TELFY	TELEFONICA S A	10,014	$51	0.0%	$5.08	—	—	879382208

Decreased Positions (5)

DFLV DIMENSIONAL ETF TRUST 0.5%

Value ($000) $859 (-87.0%) Shares 25,119 (-87.5%) Est. Cost $30.13 Unrealized —

META META PLATFORMS INC 0.6%

Value ($000) $1,029 (-23.6%) Shares 1,559 (-14.9%) Est. Cost $658.84 Unrealized +1.3%

ESGV VANGUARD WORLD FD 0.1%

Value ($000) $223 (-17.4%) Shares 1,840 (-19.1%) Est. Cost $104.90 Unrealized —

DFAU DIMENSIONAL ETF TRUST 0.1%

Value ($000) $220 (-6.2%) Shares 4,698 (-8.3%) Est. Cost $40.49 Unrealized —

ABBV ABBVIE INC 0.2%

Value ($000) $304 (-2.8%) Shares 1,331 (-1.5%) Est. Cost $189.58 Unrealized +20.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFLV	DIMENSIONAL ETF TRUST	25,119 (-87.5%)	$859 (-87.0%)	0.5%	$30.13	—	US LARGE CAP VAL	25434V666
META	META PLATFORMS INC	1,559 (-14.9%)	$1,029 (-23.6%)	0.6%	$658.84	+1.3%	CL A	30303M102
ESGV	VANGUARD WORLD FD	1,840 (-19.1%)	$223 (-17.4%)	0.1%	$104.90	—	ESG US STK ETF	921910733
DFAU	DIMENSIONAL ETF TRUST	4,698 (-8.3%)	$220 (-6.2%)	0.1%	$40.49	—	US CORE EQT MKT	25434V104
ABBV	ABBVIE INC	1,331 (-1.5%)	$304 (-2.8%)	0.2%	$189.58	+20.0%	COM	00287Y109

Unchanged Positions (9)

DFSI DIMENSIONAL ETF TRUST 1.8%

Value ($000) $3,246 Shares 75,759 Est. Cost $33.60 Unrealized —

PH PARKER-HANNIFIN CORP 0.5%

Value ($000) $881 Shares 1,002 Est. Cost $655.15 Unrealized +24.8%

TJX TJX COS INC NEW 0.2%

Value ($000) $277 Shares 1,800 Est. Cost $117.72 Unrealized +25.5%

V VISA INC 0.2%

Value ($000) $410 Shares 1,168 Est. Cost $300.57 Unrealized +13.2%

GD GENERAL DYNAMICS CORP 0.3%

Value ($000) $457 Shares 1,356 Est. Cost $281.55 Unrealized +21.1%

POWW OUTDOOR HOLDING CO 0.0%

Value ($000) $22 Shares 12,600 Est. Cost $1.19 Unrealized +44.6%

ALK ALASKA AIR GROUP INC 0.1%

Value ($000) $232 Shares 4,607 Est. Cost $48.58 Unrealized -4.8%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%

Value ($000) $755 Shares 1 Est. Cost $729330.75 Unrealized +2.3%

DFSE DIMENSIONAL ETF TRUST 0.5%

Value ($000) $873 Shares 21,057 Est. Cost $33.57 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFSI	DIMENSIONAL ETF TRUST	75,759	$3,246	1.8%	$33.60	—	INTERNATIONAL	25434V690
PH	PARKER-HANNIFIN CORP	1,002	$881	0.5%	$655.15	+24.8%	COM	701094104
TJX	TJX COS INC NEW	1,800	$277	0.2%	$117.72	+25.5%	COM	872540109
V	VISA INC	1,168	$410	0.2%	$300.57	+13.2%	COM CL A	92826C839
GD	GENERAL DYNAMICS CORP	1,356	$457	0.3%	$281.55	+21.1%	COM	369550108
POWW	OUTDOOR HOLDING CO	12,600	$22	0.0%	$1.19	+44.6%	COM	00175J107
ALK	ALASKA AIR GROUP INC	4,607	$232	0.1%	$48.58	-4.8%	COM	011659109
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$755	0.4%	$729330.75	+2.3%	CL A	084670108
DFSE	DIMENSIONAL ETF TRUST	21,057	$873	0.5%	$33.57	—	EMERGING MARKETS	25434V682