O'Brien Wealth Partners LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFAC	DIMENSIONAL ETF TRUST	17,820	$705	0.1%	$39.59	—	US CORE EQUITY 2	25434V708
DFUV	DIMENSIONAL ETF TRUST	10,960	$511	0.1%	$46.59	—	US MKTWIDE VALUE	25434V724
DUHP	DIMENSIONAL ETF TRUST	13,260	$504	0.1%	$38.03	—	US HIGH PROFITAB	25434V831
MTUM	ISHARES TR	2,000	$501	0.1%	$250.31	—	MSCI USA MMENTM	46432F396
BSV	VANGUARD BD INDEX FDS	5,789	$456	0.1%	$78.81	—	SHORT TRM BOND	921937827
VEA	VANGUARD TAX-MANAGED FDS	5,766	$360	0.0%	$62.47	—	VAN FTSE DEV MKT	921943858
DFIC	DIMENSIONAL ETF TRUST	10,447	$360	0.0%	$34.46	—	INTL CORE EQUITY	25434V799
VB	VANGUARD INDEX FDS	1,291	$333	0.0%	$257.90	—	SMALL CP ETF	922908751
IBTJ	ISHARES TR	11,541	$253	0.0%	$21.94	—	IBONDS 29 TRM TS	46436E825
IBTI	ISHARES TR	11,324	$253	0.0%	$22.36	—	IBONDS 28 TRM TS	46436E833
IBTH	ISHARES TR	11,269	$253	0.0%	$22.47	—	IBONDS 27 TRM TS	46436E841
IBTK	ISHARES TR	12,744	$253	0.0%	$19.85	—	IBOND DEC 2030	46436E593
IBTG	ISHARES TR	11,055	$253	0.0%	$22.87	—	IBONDS 26 TRM TS	46436E858
BNDX	VANGUARD CHARLOTTE FDS	5,088	$246	0.0%	$48.32	—	TOTAL INT BD ETF	92203J407
DFIV	DIMENSIONAL ETF TRUST	4,882	$244	0.0%	$49.90	—	INTERNATNAL VAL	25434V807
DIHP	DIMENSIONAL ETF TRUST	7,490	$237	0.0%	$31.67	—	INTL HIGH PROFIT	25434V765
IMTM	ISHARES TR	4,834	$232	0.0%	$47.97	—	MSCI INTL MOMENT	46434V449
AVSC	AMERICAN CENTY ETF TR	3,580	$210	0.0%	$58.74	—	AVANTIS US SMALL	025072323
LPLA	LPL FINL HLDGS INC	566	$202	0.0%	$353.69	0.0%	COM	50212V100
AXP	AMERICAN EXPRESS CO	33	$12	0.0%	$356.97	0.0%	COM	025816109
AMD	ADVANCED MICRO DEVICES INC	25	$5	0.0%	$224.60	0.0%	COM	007903107

Increased Positions (9)

VGLT VANGUARD SCOTTSDALE FDS 1.4%

Value ($000) $10,679 (+14.5%) Shares 191,387 (+16.6%) Est. Cost $60.12 Unrealized —

AGG ISHARES TR 0.2%

Value ($000) $1,507 (+329.3%) Shares 15,085 (+330.9%) Est. Cost $99.96 Unrealized —

SPTI SPDR SERIES TRUST 5.5%

Value ($000) $41,833 (+2.0%) Shares 1,450,509 (+2.2%) Est. Cost $29.32 Unrealized —

JMTG J P MORGAN EXCHANGE TRADED F 6.5%

Value ($000) $49,323 (+1.6%) Shares 965,974 (+1.4%) Est. Cost $51.00 Unrealized —

VOO VANGUARD INDEX FDS 0.7%

Value ($000) $5,067 (+12.3%) Shares 8,080 (+9.7%) Est. Cost $572.91 Unrealized —

SPTS SPDR SERIES TRUST 1.6%

Value ($000) $11,899 (+2.0%) Shares 406,398 (+2.1%) Est. Cost $28.79 Unrealized —

XLK SELECT SECTOR SPDR TR 0.1%

Value ($000) $824 (+2.2%) Shares 5,720 (+100.0%) Est. Cost $138.89 Unrealized —

NFLX NETFLIX INC 0.0%

Value ($000) $6 (-47.9%) Shares 60 (+566.7%) Est. Cost $106.50 Unrealized +1.2%

BN BROOKFIELD CORP 0.1%

Value ($000) $481 (+0.4%) Shares 10,475 (+50.0%) Est. Cost $44.65 Unrealized +2.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VGLT	VANGUARD SCOTTSDALE FDS	191,387 (+16.6%)	$10,679 (+14.5%)	1.4%	$60.12	—	LONG TERM TREAS	92206C847
AGG	ISHARES TR	15,085 (+330.9%)	$1,507 (+329.3%)	0.2%	$99.96	—	CORE US AGGBD ET	464287226
SPTI	SPDR SERIES TRUST	1,450,509 (+2.2%)	$41,833 (+2.0%)	5.5%	$29.32	—	STATE STREET SPD	78464A672
JMTG	J P MORGAN EXCHANGE TRADED F	965,974 (+1.4%)	$49,323 (+1.6%)	6.5%	$51.00	—	MORTGAGE BACKED	46654Q575
VOO	VANGUARD INDEX FDS	8,080 (+9.7%)	$5,067 (+12.3%)	0.7%	$572.91	—	S&P 500 ETF SHS	922908363
SPTS	SPDR SERIES TRUST	406,398 (+2.1%)	$11,899 (+2.0%)	1.6%	$28.79	—	STATE STREET SPD	78468R101
XLK	SELECT SECTOR SPDR TR	5,720 (+100.0%)	$824 (+2.2%)	0.1%	$138.89	—	STATE STREET TEC	81369Y803
NFLX	NETFLIX INC	60 (+566.7%)	$6 (-47.9%)	0.0%	$106.50	+1.2%	COM	64110L106
BN	BROOKFIELD CORP	10,475 (+50.0%)	$481 (+0.4%)	0.1%	$44.65	+2.0%	CL A LTD VT SH	11271J107

Exited Positions (8)

KMB KIMBERLY-CLARK CORP 0.0%

Value ($000) $242 Shares 1,948 Est. Cost $126.80 Unrealized -14.5%

CARR CARRIER GLOBAL CORPORATION 0.0%

Value ($000) $172 Shares 2,881 Est. Cost $67.63 Unrealized -17.9%

PAYX PAYCHEX INC 0.0%

Value ($000) $162 Shares 1,279 Est. Cost $106.57 Unrealized +9.4%

CVX CHEVRON CORP NEW 0.0%

Value ($000) $106 Shares 682 Est. Cost $94.27 Unrealized +60.6%

COST COSTCO WHSL CORP NEW 0.0%

Value ($000) $86 Shares 93 Est. Cost $982.67 Unrealized -7.8%

VZ VERIZON COMMUNICATIONS INC 0.0%

Value ($000) $54 Shares 1,224 Est. Cost $39.75 Unrealized +1.8%

PFE PFIZER INC 0.0%

Value ($000) $49 Shares 1,907 Est. Cost $24.14 Unrealized +3.7%

AFL AFLAC INC 0.0%

Value ($000) $1 Shares 9 Est. Cost $103.63 Unrealized +6.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
KMB	KIMBERLY-CLARK CORP	1,948	$242	0.0%	$126.80	-14.5%	—	494368103
CARR	CARRIER GLOBAL CORPORATION	2,881	$172	0.0%	$67.63	-17.9%	—	14448C104
PAYX	PAYCHEX INC	1,279	$162	0.0%	$106.57	+9.4%	—	704326107
CVX	CHEVRON CORP NEW	682	$106	0.0%	$94.27	+60.6%	—	166764100
COST	COSTCO WHSL CORP NEW	93	$86	0.0%	$982.67	-7.8%	—	22160K105
VZ	VERIZON COMMUNICATIONS INC	1,224	$54	0.0%	$39.75	+1.8%	—	92343V104
PFE	PFIZER INC	1,907	$49	0.0%	$24.14	+3.7%	—	717081103
AFL	AFLAC INC	9	$1	0.0%	$103.63	+6.0%	—	001055102

Decreased Positions (18)

AAPL APPLE INC 1.6%

Value ($000) $12,378 (-19.9%) Shares 45,531 (-25.0%) Est. Cost $174.54 Unrealized +53.7%

XCEM COLUMBIA ETF TR II 3.7%

Value ($000) $28,040 (+3.9%) Shares 730,973 (-1.6%) Est. Cost $32.98 Unrealized —

SPTL SPDR SERIES TRUST 3.2%

Value ($000) $24,568 (-3.4%) Shares 928,154 (-1.7%) Est. Cost $31.40 Unrealized —

IWF ISHARES TR 2.3%

Value ($000) $17,630 (-4.1%) Shares 37,249 (-5.1%) Est. Cost $113.71 Unrealized —

USMC PRINCIPAL EXCHANGE TRADED FD 8.1%

Value ($000) $61,175 (-1.0%) Shares 893,720 (-1.4%) Est. Cost $55.34 Unrealized —

NULG NUSHARES ETF TR 1.3%

Value ($000) $10,078 (-3.8%) Shares 103,049 (-2.2%) Est. Cost $82.63 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value ($000) $2,199 (-11.3%) Shares 4,546 (-5.0%) Est. Cost $431.23 Unrealized +16.1%

CVIE MORGAN STANLEY ETF TRUST 1.1%

Value ($000) $8,535 (+3.4%) Shares 119,705 (-1.1%) Est. Cost $50.89 Unrealized —

USMV ISHARES TR 0.1%

Value ($000) $859 (-11.4%) Shares 9,119 (-10.5%) Est. Cost $51.49 Unrealized —

VSGX VANGUARD WORLD FD 0.8%

Value ($000) $6,425 (+1.6%) Shares 89,713 (-1.6%) Est. Cost $65.50 Unrealized —

VUG VANGUARD INDEX FDS 2.9%

Value ($000) $22,212 (+0.4%) Shares 45,530 (-1.3%) Est. Cost $346.74 Unrealized —

PG PROCTER AND GAMBLE CO 0.0%

Value ($000) $343 (-8.5%) Shares 2,395 (-1.9%) Est. Cost $129.24 Unrealized +13.9%

GLW CORNING INC 0.1%

Value ($000) $681 (+3.6%) Shares 7,774 (-3.0%) Est. Cost $64.97 Unrealized +32.3%

NVDA NVIDIA CORPORATION 0.0%

Value ($000) $186 (-6.4%) Shares 995 (-6.4%) Est. Cost $123.06 Unrealized +51.3%

KO COCA COLA CO 0.0%

Value ($000) $109 (-5.4%) Shares 1,553 (-10.3%) Est. Cost $54.98 Unrealized +26.2%

UNH UNITEDHEALTH GROUP INC 0.0%

Value ($000) $20 (-5.9%) Shares 61 (-1.6%) Est. Cost $477.43 Unrealized -29.4%

MA MASTERCARD INCORPORATED 0.0%

Value ($000) $12 (-4.2%) Shares 21 (-4.5%) Est. Cost $346.90 Unrealized +61.1%

ADP AUTOMATIC DATA PROCESSING IN 0.0%

Value ($000) $1 (-27.0%) Shares 5 (-16.7%) Est. Cost $300.84 Unrealized -12.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	45,531 (-25.0%)	$12,378 (-19.9%)	1.6%	$174.54	+53.7%	COM	037833100
XCEM	COLUMBIA ETF TR II	730,973 (-1.6%)	$28,040 (+3.9%)	3.7%	$32.98	—	EM CORE EX ETF	19762B202
SPTL	SPDR SERIES TRUST	928,154 (-1.7%)	$24,568 (-3.4%)	3.2%	$31.40	—	STATE STREET SPD	78464A664
IWF	ISHARES TR	37,249 (-5.1%)	$17,630 (-4.1%)	2.3%	$113.71	—	RUS 1000 GRW ETF	464287614
USMC	PRINCIPAL EXCHANGE TRADED FD	893,720 (-1.4%)	$61,175 (-1.0%)	8.1%	$55.34	—	US MEGA CP ETF	74255Y870
NULG	NUSHARES ETF TR	103,049 (-2.2%)	$10,078 (-3.8%)	1.3%	$82.63	—	NUVEEN ESG LRGCP	67092P201
MSFT	MICROSOFT CORP	4,546 (-5.0%)	$2,199 (-11.3%)	0.3%	$431.23	+16.1%	COM	594918104
CVIE	MORGAN STANLEY ETF TRUST	119,705 (-1.1%)	$8,535 (+3.4%)	1.1%	$50.89	—	CALVERT INTERNAT	61774R106
USMV	ISHARES TR	9,119 (-10.5%)	$859 (-11.4%)	0.1%	$51.49	—	MSCI USA MIN VOL	46429B697
VSGX	VANGUARD WORLD FD	89,713 (-1.6%)	$6,425 (+1.6%)	0.8%	$65.50	—	ESG INTL STK ETF	921910725
VUG	VANGUARD INDEX FDS	45,530 (-1.3%)	$22,212 (+0.4%)	2.9%	$346.74	—	GROWTH ETF	922908736
PG	PROCTER AND GAMBLE CO	2,395 (-1.9%)	$343 (-8.5%)	0.0%	$129.24	+13.9%	COM	742718109
GLW	CORNING INC	7,774 (-3.0%)	$681 (+3.6%)	0.1%	$64.97	+32.3%	COM	219350105
NVDA	NVIDIA CORPORATION	995 (-6.4%)	$186 (-6.4%)	0.0%	$123.06	+51.3%	COM	67066G104
KO	COCA COLA CO	1,553 (-10.3%)	$109 (-5.4%)	0.0%	$54.98	+26.2%	COM	191216100
UNH	UNITEDHEALTH GROUP INC	61 (-1.6%)	$20 (-5.9%)	0.0%	$477.43	-29.4%	COM	91324P102
MA	MASTERCARD INCORPORATED	21 (-4.5%)	$12 (-4.2%)	0.0%	$346.90	+61.1%	CL A	57636Q104
ADP	AUTOMATIC DATA PROCESSING IN	5 (-16.7%)	$1 (-27.0%)	0.0%	$300.84	-12.0%	COM	053015103

Unchanged Positions (62)

HDEF DBX ETF TR 7.3%

Value ($000) $55,106 Shares 1,778,177 Est. Cost $28.86 Unrealized —

COWZ PACER FDS TR 6.6%

Value ($000) $50,041 Shares 831,660 Est. Cost $47.75 Unrealized —

DBEF DBX ETF TR 7.6%

Value ($000) $57,691 Shares 1,199,151 Est. Cost $34.81 Unrealized —

SPYM SPDR SERIES TRUST 8.6%

Value ($000) $65,167 Shares 812,351 Est. Cost $64.55 Unrealized —

ITOT ISHARES TR 8.8%

Value ($000) $66,564 Shares 447,667 Est. Cost $59.36 Unrealized —

CVLC MORGAN STANLEY ETF TRUST 3.1%

Value ($000) $23,408 Shares 277,873 Est. Cost $56.05 Unrealized —

VTI VANGUARD INDEX FDS 5.8%

Value ($000) $43,852 Shares 130,797 Est. Cost $141.26 Unrealized —

LLY ELI LILLY & CO 0.2%

Value ($000) $1,778 Shares 1,654 Est. Cost $738.60 Unrealized +29.4%

GOOG ALPHABET INC 0.3%

Value ($000) $2,196 Shares 6,997 Est. Cost $195.61 Unrealized +46.4%

NULV NUSHARES ETF TR 1.6%

Value ($000) $12,172 Shares 270,178 Est. Cost $34.81 Unrealized —

IWV ISHARES TR 2.6%

Value ($000) $19,488 Shares 50,376 Est. Cost $123.82 Unrealized —

LFST LIFESTANCE HEALTH GROUP INC 0.2%

Value ($000) $1,256 Shares 178,371 Est. Cost $7.66 Unrealized -21.2%

ORCL ORACLE CORP 0.1%

Value ($000) $593 Shares 3,044 Est. Cost $253.59 Unrealized -6.1%

CAT CATERPILLAR INC 0.2%

Value ($000) $1,452 Shares 2,535 Est. Cost $425.39 Unrealized +30.6%

GOOGL ALPHABET INC 0.1%

Value ($000) $786 Shares 2,512 Est. Cost $120.85 Unrealized +136.3%

MRK MERCK & CO INC 0.1%

Value ($000) $561 Shares 5,327 Est. Cost $75.52 Unrealized +23.5%

HD HOME DEPOT INC 0.1%

Value ($000) $610 Shares 1,772 Est. Cost $388.99 Unrealized -6.3%

CSCO CISCO SYS INC 0.1%

Value ($000) $758 Shares 9,839 Est. Cost $64.94 Unrealized +13.6%

VXUS VANGUARD STAR FDS 0.4%

Value ($000) $2,988 Shares 39,603 Est. Cost $58.93 Unrealized —

ESGE ISHARES INC 0.9%

Value ($000) $6,678 Shares 151,187 Est. Cost $38.98 Unrealized —

AMGN AMGEN INC 0.1%

Value ($000) $475 Shares 1,451 Est. Cost $286.59 Unrealized +10.2%

ADI ANALOG DEVICES INC 0.1%

Value ($000) $636 Shares 2,345 Est. Cost $147.64 Unrealized +69.8%

JNJ JOHNSON & JOHNSON 0.1%

Value ($000) $557 Shares 2,692 Est. Cost $131.66 Unrealized +49.6%

AMZN AMAZON COM INC 0.2%

Value ($000) $1,157 Shares 5,012 Est. Cost $203.27 Unrealized +12.6%

APD AIR PRODS & CHEMS INC 0.1%

Value ($000) $527 Shares 2,135 Est. Cost $285.50 Unrealized -11.9%

ATR APTARGROUP INC 0.1%

Value ($000) $529 Shares 4,338 Est. Cost $143.40 Unrealized -14.3%

RTX RTX CORPORATION 0.1%

Value ($000) $530 Shares 2,888 Est. Cost $154.28 Unrealized +12.3%

AME AMETEK INC 0.1%

Value ($000) $523 Shares 2,547 Est. Cost $73.39 Unrealized +164.8%

META META PLATFORMS INC 0.0%

Value ($000) $359 Shares 544 Est. Cost $252.48 Unrealized +164.3%

ABT ABBOTT LABS 0.1%

Value ($000) $537 Shares 4,286 Est. Cost $124.69 Unrealized +2.1%

TXN TEXAS INSTRS INC 0.1%

Value ($000) $537 Shares 3,094 Est. Cost $193.30 Unrealized -11.7%

UPWK UPWORK INC 0.1%

Value ($000) $467 Shares 23,571 Est. Cost $10.50 Unrealized +74.7%

JPM JPMORGAN CHASE & CO. 0.2%

Value ($000) $1,337 Shares 4,148 Est. Cost $255.10 Unrealized +21.3%

EMXC ISHARES INC 0.1%

Value ($000) $437 Shares 6,013 Est. Cost $55.10 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value ($000) $514 Shares 1,736 Est. Cost $101.09 Unrealized +195.6%

MCD MCDONALDS CORP 0.5%

Value ($000) $3,819 Shares 12,494 Est. Cost $164.40 Unrealized +85.6%

IVV ISHARES TR 0.1%

Value ($000) $832 Shares 1,215 Est. Cost $373.36 Unrealized —

SPY SPDR S&P 500 ETF TR 0.1%

Value ($000) $580 Shares 851 Est. Cost $467.82 Unrealized —

IWB ISHARES TR 0.1%

Value ($000) $556 Shares 1,488 Est. Cost $145.58 Unrealized —

ABBV ABBVIE INC 0.1%

Value ($000) $627 Shares 2,745 Est. Cost $184.85 Unrealized +23.1%

ESGD ISHARES TR 0.0%

Value ($000) $350 Shares 3,676 Est. Cost $58.21 Unrealized —

TJX TJX COS INC NEW 0.0%

Value ($000) $124 Shares 810 Est. Cost $132.28 Unrealized +11.7%

XOM EXXON MOBIL CORP 0.0%

Value ($000) $89 Shares 738 Est. Cost $73.61 Unrealized +56.9%

LMT LOCKHEED MARTIN CORP 0.0%

Value ($000) $146 Shares 301 Est. Cost $448.15 Unrealized +6.3%

NSC NORFOLK SOUTHN CORP 0.0%

Value ($000) $68 Shares 235 Est. Cost $196.97 Unrealized +46.5%

AVGO BROADCOM INC 0.0%

Value ($000) $51 Shares 147 Est. Cost $226.06 Unrealized +57.9%

PLTR PALANTIR TECHNOLOGIES INC 0.0%

Value ($000) $77 Shares 431 Est. Cost $117.28 Unrealized +54.4%

PEP PEPSICO INC 0.0%

Value ($000) $88 Shares 612 Est. Cost $140.43 Unrealized +3.9%

V VISA INC 0.0%

Value ($000) $56 Shares 160 Est. Cost $340.24 Unrealized +0.0%

ETN EATON CORP PLC 0.0%

Value ($000) $8 Shares 26 Est. Cost $306.71 Unrealized +15.5%

GEV GE VERNOVA INC 0.0%

Value ($000) $24 Shares 37 Est. Cost $415.97 Unrealized +46.4%

APH AMPHENOL CORP NEW 0.0%

Value ($000) $16 Shares 120 Est. Cost $79.11 Unrealized +68.8%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $1,510 Shares 2 Est. Cost $761794.56 Unrealized -2.0%

GE GE AEROSPACE 0.0%

Value ($000) $40 Shares 129 Est. Cost $195.73 Unrealized +53.7%

WMT WALMART INC 0.0%

Value ($000) $11 Shares 95 Est. Cost $99.23 Unrealized +8.0%

SDY SPDR SERIES TRUST 0.1%

Value ($000) $993 Shares 7,133 Est. Cost $79.63 Unrealized —

DIS DISNEY WALT CO 0.0%

Value ($000) $80 Shares 700 Est. Cost $102.81 Unrealized +6.5%

TSLA TESLA INC 0.0%

Value ($000) $36 Shares 79 Est. Cost $299.34 Unrealized +48.1%

MS MORGAN STANLEY 0.0%

Value ($000) $3 Shares 19 Est. Cost $146.45 Unrealized +13.7%

AMAT APPLIED MATLS INC 0.0%

Value ($000) $1 Shares 5 Est. Cost $157.45 Unrealized +52.1%

NEE NEXTERA ENERGY INC 0.0%

Value ($000) $1 Shares 15 Est. Cost $68.47 Unrealized +20.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $333 Shares 663 Est. Cost $297.34 Unrealized +67.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HDEF	DBX ETF TR	1,778,177	$55,106	7.3%	$28.86	—	XTRACK MSCI EAFE	233051630
COWZ	PACER FDS TR	831,660	$50,041	6.6%	$47.75	—	US CASH COWS 100	69374H881
DBEF	DBX ETF TR	1,199,151	$57,691	7.6%	$34.81	—	XTRACK MSCI EAFE	233051200
SPYM	SPDR SERIES TRUST	812,351	$65,167	8.6%	$64.55	—	STATE STREET SPD	78464A854
ITOT	ISHARES TR	447,667	$66,564	8.8%	$59.36	—	CORE S&P TTL STK	464287150
CVLC	MORGAN STANLEY ETF TRUST	277,873	$23,408	3.1%	$56.05	—	CALVERT US LARCP	61774R205
VTI	VANGUARD INDEX FDS	130,797	$43,852	5.8%	$141.26	—	TOTAL STK MKT	922908769
LLY	ELI LILLY & CO	1,654	$1,778	0.2%	$738.60	+29.4%	COM	532457108
GOOG	ALPHABET INC	6,997	$2,196	0.3%	$195.61	+46.4%	CAP STK CL C	02079K107
NULV	NUSHARES ETF TR	270,178	$12,172	1.6%	$34.81	—	NUVEEN ESG LRGVL	67092P300
IWV	ISHARES TR	50,376	$19,488	2.6%	$123.82	—	RUSSELL 3000 ETF	464287689
LFST	LIFESTANCE HEALTH GROUP INC	178,371	$1,256	0.2%	$7.66	-21.2%	COM	53228F101
ORCL	ORACLE CORP	3,044	$593	0.1%	$253.59	-6.1%	COM	68389X105
CAT	CATERPILLAR INC	2,535	$1,452	0.2%	$425.39	+30.6%	COM	149123101
GOOGL	ALPHABET INC	2,512	$786	0.1%	$120.85	+136.3%	CAP STK CL A	02079K305
MRK	MERCK & CO INC	5,327	$561	0.1%	$75.52	+23.5%	COM	58933Y105
HD	HOME DEPOT INC	1,772	$610	0.1%	$388.99	-6.3%	COM	437076102
CSCO	CISCO SYS INC	9,839	$758	0.1%	$64.94	+13.6%	COM	17275R102
VXUS	VANGUARD STAR FDS	39,603	$2,988	0.4%	$58.93	—	VG TL INTL STK F	921909768
ESGE	ISHARES INC	151,187	$6,678	0.9%	$38.98	—	ESG AWR MSCI EM	46434G863
AMGN	AMGEN INC	1,451	$475	0.1%	$286.59	+10.2%	COM	031162100
ADI	ANALOG DEVICES INC	2,345	$636	0.1%	$147.64	+69.8%	COM	032654105
JNJ	JOHNSON & JOHNSON	2,692	$557	0.1%	$131.66	+49.6%	COM	478160104
AMZN	AMAZON COM INC	5,012	$1,157	0.2%	$203.27	+12.6%	COM	023135106
APD	AIR PRODS & CHEMS INC	2,135	$527	0.1%	$285.50	-11.9%	COM	009158106
ATR	APTARGROUP INC	4,338	$529	0.1%	$143.40	-14.3%	COM	038336103
RTX	RTX CORPORATION	2,888	$530	0.1%	$154.28	+12.3%	COM	75513E101
AME	AMETEK INC	2,547	$523	0.1%	$73.39	+164.8%	COM	031100100
META	META PLATFORMS INC	544	$359	0.0%	$252.48	+164.3%	CL A	30303M102
ABT	ABBOTT LABS	4,286	$537	0.1%	$124.69	+2.1%	COM	002824100
TXN	TEXAS INSTRS INC	3,094	$537	0.1%	$193.30	-11.7%	COM	882508104
UPWK	UPWORK INC	23,571	$467	0.1%	$10.50	+74.7%	COM	91688F104
JPM	JPMORGAN CHASE & CO.	4,148	$1,337	0.2%	$255.10	+21.3%	COM	46625H100
EMXC	ISHARES INC	6,013	$437	0.1%	$55.10	—	MSCI EMRG CHN	46434G764
IBM	INTERNATIONAL BUSINESS MACHS	1,736	$514	0.1%	$101.09	+195.6%	COM	459200101
MCD	MCDONALDS CORP	12,494	$3,819	0.5%	$164.40	+85.6%	COM	580135101
IVV	ISHARES TR	1,215	$832	0.1%	$373.36	—	CORE S&P500 ETF	464287200
SPY	SPDR S&P 500 ETF TR	851	$580	0.1%	$467.82	—	TR UNIT	78462F103
IWB	ISHARES TR	1,488	$556	0.1%	$145.58	—	RUS 1000 ETF	464287622
ABBV	ABBVIE INC	2,745	$627	0.1%	$184.85	+23.1%	COM	00287Y109
ESGD	ISHARES TR	3,676	$350	0.0%	$58.21	—	ESG AW MSCI EAFE	46435G516
TJX	TJX COS INC NEW	810	$124	0.0%	$132.28	+11.7%	COM	872540109
XOM	EXXON MOBIL CORP	738	$89	0.0%	$73.61	+56.9%	COM	30231G102
LMT	LOCKHEED MARTIN CORP	301	$146	0.0%	$448.15	+6.3%	COM	539830109
NSC	NORFOLK SOUTHN CORP	235	$68	0.0%	$196.97	+46.5%	COM	655844108
AVGO	BROADCOM INC	147	$51	0.0%	$226.06	+57.9%	COM	11135F101
PLTR	PALANTIR TECHNOLOGIES INC	431	$77	0.0%	$117.28	+54.4%	CL A	69608A108
PEP	PEPSICO INC	612	$88	0.0%	$140.43	+3.9%	COM	713448108
V	VISA INC	160	$56	0.0%	$340.24	+0.0%	COM CL A	92826C839
ETN	EATON CORP PLC	26	$8	0.0%	$306.71	+15.5%	SHS	G29183103
GEV	GE VERNOVA INC	37	$24	0.0%	$415.97	+46.4%	COM	36828A101
APH	AMPHENOL CORP NEW	120	$16	0.0%	$79.11	+68.8%	CL A	032095101
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$1,510	0.2%	$761794.56	-2.0%	CL A	084670108
GE	GE AEROSPACE	129	$40	0.0%	$195.73	+53.7%	COM NEW	369604301
WMT	WALMART INC	95	$11	0.0%	$99.23	+8.0%	COM	931142103
SDY	SPDR SERIES TRUST	7,133	$993	0.1%	$79.63	—	STATE STREET SPD	78464A763
DIS	DISNEY WALT CO	700	$80	0.0%	$102.81	+6.5%	COM	254687106
TSLA	TESLA INC	79	$36	0.0%	$299.34	+48.1%	COM	88160R101
MS	MORGAN STANLEY	19	$3	0.0%	$146.45	+13.7%	COM NEW	617446448
AMAT	APPLIED MATLS INC	5	$1	0.0%	$157.45	+52.1%	COM	038222105
NEE	NEXTERA ENERGY INC	15	$1	0.0%	$68.47	+20.5%	COM	65339F101
BRK/B	BERKSHIRE HATHAWAY INC DEL	663	$333	0.0%	$297.34	+67.3%	CL B NEW	084670702