BAKER BOYER NATIONAL BANK Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	Berkshire Hathaway Class A	2	$1,510	0.5%	$746423.56	0.0%	Com	084670108
EMR	Emerson Electric CO	7,950	$1,055	0.3%	$132.37	0.0%	Com	291011104
AVUS	Avantis US Equity ETF	9,297	$1,039	0.3%	$111.78	—	Com	025072885
USB	U.S. Bancorp	18,004	$961	0.3%	$48.72	0.0%	Com	902973304
DFAU	DFA Dimensional US Core Equity Market ETF	7,339	$343	0.1%	$46.80	—	Com	25434V104
MRK	Merck & Co Inc	3,090	$325	0.1%	$93.24	0.0%	Com	58933Y105
MINT	PIMCO Enhanced Short	3,092	$310	0.1%	$100.34	—	Com	72201R833
WY	Weyerhaeuser CO	12,940	$307	0.1%	$22.99	0.0%	Com	962166104
BBRE	JP Morgan Betabuilders MSCI US REIT ETF	3,026	$280	0.1%	$92.59	—	Com	46641Q738
BAM	Brookfield Asset Management LTD	5,200	$272	0.1%	$53.47	0.0%	Com	113004105
ETN	Eaton Corp PLC	802	$255	0.1%	$354.39	0.0%	Com	G29183103
VTI	Vanguard Total Stock Market	647	$217	0.1%	$335.27	—	Com	922908769
FBTC	Fidelity Wise Origin Bitcoin Trust	2,722	$207	0.1%	$76.23	—	Com	315948109
GS	Goldman Sachs Group	231	$203	0.1%	$813.35	0.0%	Com	38141G104

Increased Positions (37)

MSFT Microsoft Corp 2.9%

Value ($000) $9,680 (+231.2%) Shares 20,016 (+254.7%) Est. Cost $406.28 Unrealized +23.2%

SPY SPDR S&P 500 ETF 1.7%

Value ($000) $5,632 (+564.1%) Shares 8,259 (+548.8%) Est. Cost $620.00 Unrealized —

PCAR Paccar Inc 1.2%

Value ($000) $3,998 (+822.2%) Shares 36,506 (+728.0%) Est. Cost $95.24 Unrealized +6.3%

DFAX DFA World Ex-U.S. Core Equity 2 ETF 17.0%

Value ($000) $56,286 (+6.3%) Shares 1,719,710 (+1.9%) Est. Cost $22.03 Unrealized —

DFAI DFA Intl Core Equity ETF 2.3%

Value ($000) $7,494 (+12.5%) Shares 196,650 (+7.3%) Est. Cost $26.79 Unrealized —

AAPL Apple Inc 1.6%

Value ($000) $5,226 (+9.0%) Shares 19,224 (+2.1%) Est. Cost $117.16 Unrealized +129.0%

DFAE DFA Emerging Mkts Core Equity ETF 1.0%

Value ($000) $3,292 (+14.9%) Shares 101,084 (+11.2%) Est. Cost $23.78 Unrealized —

XOM Exxon Mobil Corporation 0.3%

Value ($000) $882 (+69.0%) Shares 7,327 (+58.4%) Est. Cost $84.24 Unrealized +37.1%

VGIT Vanguard Interm Term Treasury ETF 1.2%

Value ($000) $3,809 (+10.2%) Shares 63,563 (+10.4%) Est. Cost $59.69 Unrealized —

GOOGL Alphabet (Google) Class A 0.3%

Value ($000) $978 (+51.2%) Shares 3,124 (+17.4%) Est. Cost $150.64 Unrealized +89.6%

BRK/B Berkshire Hathaway Inc Class B 0.5%

Value ($000) $1,733 (+18.3%) Shares 3,448 (+18.4%) Est. Cost $396.52 Unrealized +25.5%

IMOM Alpha Architect Intl Quantitative Momentum 1.0%

Value ($000) $3,238 (+6.6%) Shares 84,952 (+2.4%) Est. Cost $26.82 Unrealized —

MTUM iShares MSCI USA Momentum Factor ETF 0.6%

Value ($000) $2,001 (+8.0%) Shares 7,993 (+10.6%) Est. Cost $172.10 Unrealized —

AMZN Amazon.Com Inc 0.3%

Value ($000) $897 (+18.4%) Shares 3,887 (+12.6%) Est. Cost $150.21 Unrealized +52.3%

CAT Caterpillar Inc 0.2%

Value ($000) $656 (+25.9%) Shares 1,145 (+4.9%) Est. Cost $141.92 Unrealized +291.4%

HD Home Depot Inc 0.2%

Value ($000) $706 (-14.0%) Shares 2,053 (+1.3%) Est. Cost $191.24 Unrealized +90.6%

AMD Advanced Micro Devices 0.1%

Value ($000) $369 (+44.7%) Shares 1,725 (+9.3%) Est. Cost $118.73 Unrealized +89.2%

VEA Vanguard Developed Markets Index ETF 0.5%

Value ($000) $1,689 (+5.5%) Shares 27,044 (+1.2%) Est. Cost $45.75 Unrealized —

IAU iShares Gold Tr 0.2%

Value ($000) $511 (+19.1%) Shares 6,293 (+6.8%) Est. Cost $73.30 Unrealized —

IEMG iShares Core MSCI Emerging Markets ETF 0.3%

Value ($000) $1,035 (+7.5%) Shares 15,403 (+5.4%) Est. Cost $51.60 Unrealized —

VTV Vanguard Value ETF 0.4%

Value ($000) $1,441 (+5.0%) Shares 7,547 (+2.5%) Est. Cost $142.78 Unrealized —

TSLA Tesla Inc 0.2%

Value ($000) $541 (+14.2%) Shares 1,203 (+13.0%) Est. Cost $279.05 Unrealized +58.9%

QVAL Alpha Architect US Quantitative Value ETF 0.4%

Value ($000) $1,236 (+5.7%) Shares 25,331 (+1.0%) Est. Cost $36.99 Unrealized —

VTWO Vanguard Russell 2000 Index Fund 0.2%

Value ($000) $575 (+11.9%) Shares 5,777 (+10.0%) Est. Cost $86.79 Unrealized —

IBM International Business Machines 0.2%

Value ($000) $598 (+10.6%) Shares 2,019 (+5.4%) Est. Cost $140.48 Unrealized +112.7%

JPM JPMorgan Chase & Co 0.1%

Value ($000) $337 (+10.9%) Shares 1,045 (+8.5%) Est. Cost $160.73 Unrealized +92.6%

VWO Vanguard FTSE Emerging Markets 0.2%

Value ($000) $620 (+5.5%) Shares 11,530 (+6.3%) Est. Cost $43.11 Unrealized —

ADBE Adobe Inc 0.1%

Value ($000) $237 (+13.9%) Shares 676 (+14.8%) Est. Cost $488.86 Unrealized -30.4%

QMOM Alpha Architect US Quantitative Momentum ETF 0.3%

Value ($000) $1,123 (+2.5%) Shares 17,193 (+1.2%) Est. Cost $51.64 Unrealized —

MA Mastercard Inc 0.2%

Value ($000) $645 (+4.0%) Shares 1,130 (+3.7%) Est. Cost $253.18 Unrealized +120.8%

UNP Union Pacific Corp 0.2%

Value ($000) $541 (+4.1%) Shares 2,338 (+6.4%) Est. Cost $96.58 Unrealized +135.4%

DUK Duke Energy Corp 0.1%

Value ($000) $396 (+5.3%) Shares 3,382 (+11.2%) Est. Cost $71.83 Unrealized +69.2%

TT Trane Technologies 0.1%

Value ($000) $240 (+5.2%) Shares 617 (+14.0%) Est. Cost $399.62 Unrealized +3.5%

CARR Carrier Global Corp 0.1%

Value ($000) $205 (-4.9%) Shares 3,881 (+7.5%) Est. Cost $66.54 Unrealized -16.6%

XLK SPDR Technology Select Sector 0.1%

Value ($000) $368 (+2.2%) Shares 2,556 (+100.0%) Est. Cost $198.90 Unrealized —

META Meta Platforms Inc 0.3%

Value ($000) $865 (+0.8%) Shares 1,311 (+12.1%) Est. Cost $349.63 Unrealized +90.9%

INTU Intuit Inc 0.1%

Value ($000) $299 (+1.7%) Shares 451 (+4.9%) Est. Cost $509.37 Unrealized +29.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	Microsoft Corp	20,016 (+254.7%)	$9,680 (+231.2%)	2.9%	$406.28	+23.2%	Com	594918104
SPY	SPDR S&P 500 ETF	8,259 (+548.8%)	$5,632 (+564.1%)	1.7%	$620.00	—	Com	78462F103
PCAR	Paccar Inc	36,506 (+728.0%)	$3,998 (+822.2%)	1.2%	$95.24	+6.3%	Com	693718108
DFAX	DFA World Ex-U.S. Core Equity 2 ETF	1,719,710 (+1.9%)	$56,286 (+6.3%)	17.0%	$22.03	—	Com	25434V880
DFAI	DFA Intl Core Equity ETF	196,650 (+7.3%)	$7,494 (+12.5%)	2.3%	$26.79	—	Com	25434V203
AAPL	Apple Inc	19,224 (+2.1%)	$5,226 (+9.0%)	1.6%	$117.16	+129.0%	Com	037833100
DFAE	DFA Emerging Mkts Core Equity ETF	101,084 (+11.2%)	$3,292 (+14.9%)	1.0%	$23.78	—	Com	25434V302
XOM	Exxon Mobil Corporation	7,327 (+58.4%)	$882 (+69.0%)	0.3%	$84.24	+37.1%	Com	30231G102
VGIT	Vanguard Interm Term Treasury ETF	63,563 (+10.4%)	$3,809 (+10.2%)	1.2%	$59.69	—	Com	92206C706
GOOGL	Alphabet (Google) Class A	3,124 (+17.4%)	$978 (+51.2%)	0.3%	$150.64	+89.6%	Com	02079K305
BRK/B	Berkshire Hathaway Inc Class B	3,448 (+18.4%)	$1,733 (+18.3%)	0.5%	$396.52	+25.5%	Com	084670702
IMOM	Alpha Architect Intl Quantitative Momentum	84,952 (+2.4%)	$3,238 (+6.6%)	1.0%	$26.82	—	Com	02072L300
MTUM	iShares MSCI USA Momentum Factor ETF	7,993 (+10.6%)	$2,001 (+8.0%)	0.6%	$172.10	—	Com	46432F396
AMZN	Amazon.Com Inc	3,887 (+12.6%)	$897 (+18.4%)	0.3%	$150.21	+52.3%	Com	023135106
CAT	Caterpillar Inc	1,145 (+4.9%)	$656 (+25.9%)	0.2%	$141.92	+291.4%	Com	149123101
HD	Home Depot Inc	2,053 (+1.3%)	$706 (-14.0%)	0.2%	$191.24	+90.6%	Com	437076102
AMD	Advanced Micro Devices	1,725 (+9.3%)	$369 (+44.7%)	0.1%	$118.73	+89.2%	Com	007903107
VEA	Vanguard Developed Markets Index ETF	27,044 (+1.2%)	$1,689 (+5.5%)	0.5%	$45.75	—	Com	921943858
IAU	iShares Gold Tr	6,293 (+6.8%)	$511 (+19.1%)	0.2%	$73.30	—	Com	464285204
IEMG	iShares Core MSCI Emerging Markets ETF	15,403 (+5.4%)	$1,035 (+7.5%)	0.3%	$51.60	—	Com	46434G103
VTV	Vanguard Value ETF	7,547 (+2.5%)	$1,441 (+5.0%)	0.4%	$142.78	—	Com	922908744
TSLA	Tesla Inc	1,203 (+13.0%)	$541 (+14.2%)	0.2%	$279.05	+58.9%	Com	88160R101
QVAL	Alpha Architect US Quantitative Value ETF	25,331 (+1.0%)	$1,236 (+5.7%)	0.4%	$36.99	—	Com	02072L102
VTWO	Vanguard Russell 2000 Index Fund	5,777 (+10.0%)	$575 (+11.9%)	0.2%	$86.79	—	Com	92206C664
IBM	International Business Machines	2,019 (+5.4%)	$598 (+10.6%)	0.2%	$140.48	+112.7%	Com	459200101
JPM	JPMorgan Chase & Co	1,045 (+8.5%)	$337 (+10.9%)	0.1%	$160.73	+92.6%	Com	46625H100
VWO	Vanguard FTSE Emerging Markets	11,530 (+6.3%)	$620 (+5.5%)	0.2%	$43.11	—	Com	922042858
ADBE	Adobe Inc	676 (+14.8%)	$237 (+13.9%)	0.1%	$488.86	-30.4%	Com	00724F101
QMOM	Alpha Architect US Quantitative Momentum ETF	17,193 (+1.2%)	$1,123 (+2.5%)	0.3%	$51.64	—	Com	02072L409
MA	Mastercard Inc	1,130 (+3.7%)	$645 (+4.0%)	0.2%	$253.18	+120.8%	Com	57636Q104
UNP	Union Pacific Corp	2,338 (+6.4%)	$541 (+4.1%)	0.2%	$96.58	+135.4%	Com	907818108
DUK	Duke Energy Corp	3,382 (+11.2%)	$396 (+5.3%)	0.1%	$71.83	+69.2%	Com	26441C204
TT	Trane Technologies	617 (+14.0%)	$240 (+5.2%)	0.1%	$399.62	+3.5%	Com	G8994E103
CARR	Carrier Global Corp	3,881 (+7.5%)	$205 (-4.9%)	0.1%	$66.54	-16.6%	Com	14448C104
XLK	SPDR Technology Select Sector	2,556 (+100.0%)	$368 (+2.2%)	0.1%	$198.90	—	Com	81369Y803
META	Meta Platforms Inc	1,311 (+12.1%)	$865 (+0.8%)	0.3%	$349.63	+90.9%	Com	30303M102
INTU	Intuit Inc	451 (+4.9%)	$299 (+1.7%)	0.1%	$509.37	+29.7%	Com	461202103

Decreased Positions (16)

FBND Fidelity Total Bond ETF 5.5%

Value ($000) $18,137 (-7.3%) Shares 393,938 (-6.9%) Est. Cost $45.86 Unrealized —

DFAC DFA U.S. Core Equity 2 ETF 21.4%

Value ($000) $70,761 (+1.4%) Shares 1,787,342 (-1.2%) Est. Cost $24.04 Unrealized —

COST Costco Wholesale Corp 0.3%

Value ($000) $1,016 (-39.1%) Shares 1,178 (-34.6%) Est. Cost $466.08 Unrealized +94.3%

DFUV DFA U.S. Marketwide Value ETF 6.2%

Value ($000) $20,652 (+2.2%) Shares 443,276 (-2.0%) Est. Cost $31.69 Unrealized —

CVX Chevron Corp 0.1%

Value ($000) $408 (-36.7%) Shares 2,677 (-35.5%) Est. Cost $113.78 Unrealized +33.1%

GOOG Alphabet (Google) Class C 0.3%

Value ($000) $1,052 (+26.5%) Shares 3,354 (-1.8%) Est. Cost $114.56 Unrealized +149.9%

NVDA NVIDIA Corp 0.1%

Value ($000) $384 (-32.7%) Shares 2,057 (-32.7%) Est. Cost $114.00 Unrealized +63.3%

WMT Walmart Inc 0.1%

Value ($000) $248 (-40.6%) Shares 2,224 (-45.1%) Est. Cost $96.74 Unrealized +10.8%

PG Procter & Gamble CO 0.2%

Value ($000) $638 (-11.9%) Shares 4,454 (-5.5%) Est. Cost $80.78 Unrealized +82.2%

SO Southern Company 0.2%

Value ($000) $604 (-12.1%) Shares 6,932 (-4.5%) Est. Cost $45.02 Unrealized +101.9%

JNJ Johnson & Johnson 0.4%

Value ($000) $1,391 (+6.3%) Shares 6,721 (-4.7%) Est. Cost $93.60 Unrealized +110.5%

MO Altria Group Inc 0.1%

Value ($000) $211 (-21.3%) Shares 3,660 (-9.9%) Est. Cost $51.88 Unrealized +14.4%

NKE Nike Inc Cl B 0.1%

Value ($000) $341 (-12.9%) Shares 5,359 (-4.7%) Est. Cost $67.90 Unrealized -4.4%

ABBV Abbvie Inc 0.1%

Value ($000) $323 (-11.9%) Shares 1,413 (-10.7%) Est. Cost $85.19 Unrealized +167.1%

ABT Abbott Laboratories 0.1%

Value ($000) $231 (-11.1%) Shares 1,846 (-5.0%) Est. Cost $108.01 Unrealized +17.9%

RTX RTX Corporation 0.2%

Value ($000) $619 (-4.4%) Shares 3,376 (-12.8%) Est. Cost $77.17 Unrealized +124.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FBND	Fidelity Total Bond ETF	393,938 (-6.9%)	$18,137 (-7.3%)	5.5%	$45.86	—	Com	316188309
DFAC	DFA U.S. Core Equity 2 ETF	1,787,342 (-1.2%)	$70,761 (+1.4%)	21.4%	$24.04	—	Com	25434V708
COST	Costco Wholesale Corp	1,178 (-34.6%)	$1,016 (-39.1%)	0.3%	$466.08	+94.3%	Com	22160K105
DFUV	DFA U.S. Marketwide Value ETF	443,276 (-2.0%)	$20,652 (+2.2%)	6.2%	$31.69	—	Com	25434V724
CVX	Chevron Corp	2,677 (-35.5%)	$408 (-36.7%)	0.1%	$113.78	+33.1%	Com	166764100
GOOG	Alphabet (Google) Class C	3,354 (-1.8%)	$1,052 (+26.5%)	0.3%	$114.56	+149.9%	Com	02079K107
NVDA	NVIDIA Corp	2,057 (-32.7%)	$384 (-32.7%)	0.1%	$114.00	+63.3%	Com	67066G104
WMT	Walmart Inc	2,224 (-45.1%)	$248 (-40.6%)	0.1%	$96.74	+10.8%	Com	931142103
PG	Procter & Gamble CO	4,454 (-5.5%)	$638 (-11.9%)	0.2%	$80.78	+82.2%	Com	742718109
SO	Southern Company	6,932 (-4.5%)	$604 (-12.1%)	0.2%	$45.02	+101.9%	Com	842587107
JNJ	Johnson & Johnson	6,721 (-4.7%)	$1,391 (+6.3%)	0.4%	$93.60	+110.5%	Com	478160104
MO	Altria Group Inc	3,660 (-9.9%)	$211 (-21.3%)	0.1%	$51.88	+14.4%	Com	02209S103
NKE	Nike Inc Cl B	5,359 (-4.7%)	$341 (-12.9%)	0.1%	$67.90	-4.4%	Com	654106103
ABBV	Abbvie Inc	1,413 (-10.7%)	$323 (-11.9%)	0.1%	$85.19	+167.1%	Com	00287Y109
ABT	Abbott Laboratories	1,846 (-5.0%)	$231 (-11.1%)	0.1%	$108.01	+17.9%	Com	002824100
RTX	RTX Corporation	3,376 (-12.8%)	$619 (-4.4%)	0.2%	$77.17	+124.6%	Com	75513E101

Unchanged Positions (27)

DFIV DFA International Value ETF 3.2%

Value ($000) $10,545 Shares 211,322 Est. Cost $28.88 Unrealized —

VTEB Vanguard Muni Bond Tax Exempt 17.7%

Value ($000) $58,476 Shares 1,162,771 Est. Cost $48.99 Unrealized —

VOO Vanguard S&P 500 0.7%

Value ($000) $2,305 Shares 3,675 Est. Cost $404.40 Unrealized —

CMI Cummins Inc 0.1%

Value ($000) $305 Shares 598 Est. Cost $380.68 Unrealized +22.5%

DFAS DFA U.S. Small Cap ETF 0.7%

Value ($000) $2,451 Shares 35,185 Est. Cost $49.82 Unrealized —

IVAL Alpha Architect Intl Quantitative Value 0.3%

Value ($000) $925 Shares 29,400 Est. Cost $24.59 Unrealized —

HON Honeywell International 0.2%

Value ($000) $506 Shares 2,595 Est. Cost $182.49 Unrealized +6.9%

DHR Danaher Corp 0.1%

Value ($000) $293 Shares 1,281 Est. Cost $100.65 Unrealized +118.1%

VONV Vanguard Russell 1000 Value Index Fund 0.3%

Value ($000) $1,143 Shares 12,379 Est. Cost $77.24 Unrealized —

ACN Accenture PLC 0.1%

Value ($000) $392 Shares 1,462 Est. Cost $229.14 Unrealized +10.9%

CSCO Cisco Systems Inc 0.1%

Value ($000) $248 Shares 3,217 Est. Cost $60.54 Unrealized +21.9%

XEL Xcel Energy Inc 0.1%

Value ($000) $207 Shares 2,800 Est. Cost $71.34 Unrealized +9.7%

DE Deere & Company 0.3%

Value ($000) $1,030 Shares 2,212 Est. Cost $103.09 Unrealized +353.7%

UNH United Health Group 0.1%

Value ($000) $375 Shares 1,137 Est. Cost $233.80 Unrealized +44.2%

SYK Stryker Corp 0.1%

Value ($000) $308 Shares 876 Est. Cost $283.00 Unrealized +28.4%

VONG Vanguard Russell 1000 Growth Index Fund 0.4%

Value ($000) $1,370 Shares 11,249 Est. Cost $94.20 Unrealized —

IWF iShares Russell 1000 Growth ETF 0.4%

Value ($000) $1,330 Shares 2,810 Est. Cost $125.00 Unrealized —

V Visa Inc 0.1%

Value ($000) $476 Shares 1,357 Est. Cost $245.14 Unrealized +38.9%

LOW Lowes Companies Inc 0.1%

Value ($000) $243 Shares 1,009 Est. Cost $199.21 Unrealized +20.4%

IBDT iShares ibonds Dec 2028 Term Corp ETF 0.2%

Value ($000) $620 Shares 24,340 Est. Cost $24.90 Unrealized —

ED Consolidated Edison Inc 0.1%

Value ($000) $294 Shares 2,958 Est. Cost $58.54 Unrealized +68.8%

BA Boeing Co 0.2%

Value ($000) $589 Shares 2,715 Est. Cost $150.04 Unrealized +37.1%

VXF Vanguard Extended Market Index 0.1%

Value ($000) $222 Shares 1,062 Est. Cost $126.37 Unrealized —

VCRB Vanguard Core Bond ETF 0.1%

Value ($000) $254 Shares 3,257 Est. Cost $75.81 Unrealized —

MUB iShares National Muni Bond ETF 0.1%

Value ($000) $274 Shares 2,560 Est. Cost $108.04 Unrealized —

MCD McDonald's Corporation 0.3%

Value ($000) $943 Shares 3,087 Est. Cost $123.87 Unrealized +146.3%

WM Waste Management 0.1%

Value ($000) $437 Shares 1,989 Est. Cost $129.39 Unrealized +64.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFIV	DFA International Value ETF	211,322	$10,545	3.2%	$28.88	—	Com	25434V807
VTEB	Vanguard Muni Bond Tax Exempt	1,162,771	$58,476	17.7%	$48.99	—	Com	922907746
VOO	Vanguard S&P 500	3,675	$2,305	0.7%	$404.40	—	Com	922908363
CMI	Cummins Inc	598	$305	0.1%	$380.68	+22.5%	Com	231021106
DFAS	DFA U.S. Small Cap ETF	35,185	$2,451	0.7%	$49.82	—	Com	25434V500
IVAL	Alpha Architect Intl Quantitative Value	29,400	$925	0.3%	$24.59	—	Com	02072L201
HON	Honeywell International	2,595	$506	0.2%	$182.49	+6.9%	Com	438516106
DHR	Danaher Corp	1,281	$293	0.1%	$100.65	+118.1%	Com	235851102
VONV	Vanguard Russell 1000 Value Index Fund	12,379	$1,143	0.3%	$77.24	—	Com	92206C714
ACN	Accenture PLC	1,462	$392	0.1%	$229.14	+10.9%	Com	G1151C101
CSCO	Cisco Systems Inc	3,217	$248	0.1%	$60.54	+21.9%	Com	17275R102
XEL	Xcel Energy Inc	2,800	$207	0.1%	$71.34	+9.7%	Com	98389B100
DE	Deere & Company	2,212	$1,030	0.3%	$103.09	+353.7%	Com	244199105
UNH	United Health Group	1,137	$375	0.1%	$233.80	+44.2%	Com	91324P102
SYK	Stryker Corp	876	$308	0.1%	$283.00	+28.4%	Com	863667101
VONG	Vanguard Russell 1000 Growth Index Fund	11,249	$1,370	0.4%	$94.20	—	Com	92206C680
IWF	iShares Russell 1000 Growth ETF	2,810	$1,330	0.4%	$125.00	—	Com	464287614
V	Visa Inc	1,357	$476	0.1%	$245.14	+38.9%	Com	92826C839
LOW	Lowes Companies Inc	1,009	$243	0.1%	$199.21	+20.4%	Com	548661107
IBDT	iShares ibonds Dec 2028 Term Corp ETF	24,340	$620	0.2%	$24.90	—	Com	46435U515
ED	Consolidated Edison Inc	2,958	$294	0.1%	$58.54	+68.8%	Com	209115104
BA	Boeing Co	2,715	$589	0.2%	$150.04	+37.1%	Com	097023105
VXF	Vanguard Extended Market Index	1,062	$222	0.1%	$126.37	—	Com	922908652
VCRB	Vanguard Core Bond ETF	3,257	$254	0.1%	$75.81	—	Com	922020748
MUB	iShares National Muni Bond ETF	2,560	$274	0.1%	$108.04	—	Com	464288414
MCD	McDonald's Corporation	3,087	$943	0.3%	$123.87	+146.3%	Com	580135101
WM	Waste Management	1,989	$437	0.1%	$129.39	+64.3%	Com	94106L109