Cypress Point Wealth Management, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IBMS	ISHARES TR	115,000	$2,997	0.7%	$26.06	—	IBONDS DEC 2030	46438G687
COP	CONOCOPHILLIPS	29,389	$2,751	0.6%	$90.02	0.0%	COM	20825C104
IBDT	ISHARES TR	40,000	$1,018	0.2%	$25.45	—	IBDS DEC28 ETF	46435U515
ARWR	ARROWHEAD PHARMACEUTICALS IN	11,200	$744	0.2%	$49.01	0.0%	COM	04280A100
ASTS	AST SPACEMOBILE INC	8,000	$581	0.1%	$71.36	0.0%	COM CL A	00217D100
QQQ	INVESCO QQQ TR	796	$489	0.1%	$614.01	—	UNIT SER 1	46090E103
UAMY	UNITED STATES ANTIMONY CORP	74,071	$372	0.1%	$7.85	0.0%	COM	911549103
VCRM	VANGUARD MUN BD FDS	4,550	$344	0.1%	$75.57	—	CORE TAX EXEMPT	922907712
TTD	THE TRADE DESK INC	9,000	$342	0.1%	$44.33	0.0%	COM CL A	88339J105
WULF	TERAWULF INC	25,500	$293	0.1%	$13.40	0.0%	COM	88080T104
PB	PROSPERITY BANCSHARES INC	3,000	$207	0.0%	$67.02	0.0%	COM	743606105
NVDA	NVIDIA CORPORATION	1,075	$201	0.0%	$186.13	0.0%	COM	67066G104
RNXT	RENOVORX INC	20,000	$17	0.0%	$1.00	0.0%	COM NEW	75989R107

Increased Positions (29)

AVLC AMERICAN CENTY ETF TR 7.9%

Value ($000) $35,991 (+12.3%) Shares 457,783 (+9.3%) Est. Cost $66.49 Unrealized —

DFAC DIMENSIONAL ETF TRUST 11.3%

Value ($000) $51,742 (+6.2%) Shares 1,306,938 (+3.5%) Est. Cost $29.91 Unrealized —

BND VANGUARD BD INDEX FDS 1.2%

Value ($000) $5,333 (+84.5%) Shares 72,005 (+85.2%) Est. Cost $73.44 Unrealized —

DFUS DIMENSIONAL ETF TRUST 3.6%

Value ($000) $16,306 (+17.4%) Shares 219,843 (+14.6%) Est. Cost $63.79 Unrealized —

VNQI VANGUARD INTL EQUITY INDEX F 1.7%

Value ($000) $7,950 (+31.3%) Shares 173,423 (+36.8%) Est. Cost $44.93 Unrealized —

DFIC DIMENSIONAL ETF TRUST 3.8%

Value ($000) $17,295 (+7.7%) Shares 501,885 (+2.4%) Est. Cost $26.54 Unrealized —

DCOR DIMENSIONAL ETF TRUST 3.8%

Value ($000) $17,387 (+5.8%) Shares 236,146 (+3.4%) Est. Cost $65.12 Unrealized —

AAPL APPLE INC 0.4%

Value ($000) $2,000 (+46.6%) Shares 7,357 (+37.3%) Est. Cost $204.71 Unrealized +31.1%

SPY SPDR S&P 500 ETF TR 0.2%

Value ($000) $919 (+180.1%) Shares 1,348 (+173.4%) Est. Cost $637.21 Unrealized —

AVEM AMERICAN CENTY ETF TR 1.6%

Value ($000) $7,389 (+7.4%) Shares 95,938 (+4.7%) Est. Cost $59.66 Unrealized —

AVEE AMERICAN CENTY ETF TR 0.2%

Value ($000) $840 (+43.8%) Shares 13,465 (+47.8%) Est. Cost $56.69 Unrealized —

CGNG CAPITAL GROUP NEW GEOGRAPHY 0.2%

Value ($000) $899 (+38.0%) Shares 28,143 (+33.5%) Est. Cost $30.30 Unrealized —

AVSC AMERICAN CENTY ETF TR 0.7%

Value ($000) $2,996 (+9.0%) Shares 51,000 (+6.2%) Est. Cost $50.46 Unrealized —

VUSB VANGUARD BD INDEX FDS 0.1%

Value ($000) $666 (+51.4%) Shares 13,358 (+51.8%) Est. Cost $49.75 Unrealized —

AVDE AMERICAN CENTY ETF TR 0.9%

Value ($000) $4,072 (+5.6%) Shares 49,469 (+1.2%) Est. Cost $57.45 Unrealized —

SCHH SCHWAB STRATEGIC TR 1.0%

Value ($000) $4,424 (+5.0%) Shares 211,763 (+8.4%) Est. Cost $26.61 Unrealized —

GOOGL ALPHABET INC 0.2%

Value ($000) $730 (+34.5%) Shares 2,331 (+4.5%) Est. Cost $139.53 Unrealized +104.7%

CRWD CROWDSTRIKE HLDGS INC 0.1%

Value ($000) $380 (+89.1%) Shares 811 (+97.8%) Est. Cost $470.98 Unrealized +8.1%

DFAI DIMENSIONAL ETF TRUST 0.4%

Value ($000) $1,920 (+9.8%) Shares 50,390 (+4.7%) Est. Cost $29.98 Unrealized —

AMZN AMAZON COM INC 0.1%

Value ($000) $421 (+50.3%) Shares 1,823 (+43.0%) Est. Cost $163.92 Unrealized +39.6%

VXUS VANGUARD STAR FDS 0.7%

Value ($000) $3,342 (+3.8%) Shares 44,299 (+1.0%) Est. Cost $62.18 Unrealized —

NFLX NETFLIX INC 0.1%

Value ($000) $362 (-21.8%) Shares 3,860 (+900.0%) Est. Cost $101.81 Unrealized +5.9%

META META PLATFORMS INC 0.6%

Value ($000) $2,716 (-2.0%) Shares 4,114 (+9.0%) Est. Cost $447.46 Unrealized +49.1%

MSFT MICROSOFT CORP 0.2%

Value ($000) $879 (+4.9%) Shares 1,818 (+12.4%) Est. Cost $356.61 Unrealized +40.4%

TSLA TESLA INC 0.1%

Value ($000) $362 (+11.5%) Shares 805 (+10.3%) Est. Cost $314.51 Unrealized +40.9%

EMXC ISHARES INC 0.1%

Value ($000) $324 (+9.7%) Shares 4,462 (+1.9%) Est. Cost $67.61 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $360 (+0.9%) Shares 6,697 (+1.7%) Est. Cost $54.17 Unrealized —

BIL SPDR SERIES TRUST 0.1%

Value ($000) $305 (+1.0%) Shares 3,337 (+1.4%) Est. Cost $91.45 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 0.0%

Value ($000) $228 (+0.3%) Shares 4,710 (+2.7%) Est. Cost $49.43 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AVLC	AMERICAN CENTY ETF TR	457,783 (+9.3%)	$35,991 (+12.3%)	7.9%	$66.49	—	AVANTIS US LARG	025072158
DFAC	DIMENSIONAL ETF TRUST	1,306,938 (+3.5%)	$51,742 (+6.2%)	11.3%	$29.91	—	US CORE EQUITY 2	25434V708
BND	VANGUARD BD INDEX FDS	72,005 (+85.2%)	$5,333 (+84.5%)	1.2%	$73.44	—	TOTAL BND MRKT	921937835
DFUS	DIMENSIONAL ETF TRUST	219,843 (+14.6%)	$16,306 (+17.4%)	3.6%	$63.79	—	US EQUITY MARKET	25434V401
VNQI	VANGUARD INTL EQUITY INDEX F	173,423 (+36.8%)	$7,950 (+31.3%)	1.7%	$44.93	—	GLB EX US ETF	922042676
DFIC	DIMENSIONAL ETF TRUST	501,885 (+2.4%)	$17,295 (+7.7%)	3.8%	$26.54	—	INTL CORE EQUITY	25434V799
DCOR	DIMENSIONAL ETF TRUST	236,146 (+3.4%)	$17,387 (+5.8%)	3.8%	$65.12	—	US CORE EQUITY 1	25434V625
AAPL	APPLE INC	7,357 (+37.3%)	$2,000 (+46.6%)	0.4%	$204.71	+31.1%	COM	037833100
SPY	SPDR S&P 500 ETF TR	1,348 (+173.4%)	$919 (+180.1%)	0.2%	$637.21	—	TR UNIT	78462F103
AVEM	AMERICAN CENTY ETF TR	95,938 (+4.7%)	$7,389 (+7.4%)	1.6%	$59.66	—	AVANTIS EMGMKT	025072604
AVEE	AMERICAN CENTY ETF TR	13,465 (+47.8%)	$840 (+43.8%)	0.2%	$56.69	—	AVANTIS EMERGING	025072141
CGNG	CAPITAL GROUP NEW GEOGRAPHY	28,143 (+33.5%)	$899 (+38.0%)	0.2%	$30.30	—	SHS	14021N105
AVSC	AMERICAN CENTY ETF TR	51,000 (+6.2%)	$2,996 (+9.0%)	0.7%	$50.46	—	AVANTIS US SMALL	025072323
VUSB	VANGUARD BD INDEX FDS	13,358 (+51.8%)	$666 (+51.4%)	0.1%	$49.75	—	VANGUARD ULTRA	92203C303
AVDE	AMERICAN CENTY ETF TR	49,469 (+1.2%)	$4,072 (+5.6%)	0.9%	$57.45	—	INTL EQT ETF	025072703
SCHH	SCHWAB STRATEGIC TR	211,763 (+8.4%)	$4,424 (+5.0%)	1.0%	$26.61	—	US REIT ETF	808524847
GOOGL	ALPHABET INC	2,331 (+4.5%)	$730 (+34.5%)	0.2%	$139.53	+104.7%	CAP STK CL A	02079K305
CRWD	CROWDSTRIKE HLDGS INC	811 (+97.8%)	$380 (+89.1%)	0.1%	$470.98	+8.1%	CL A	22788C105
DFAI	DIMENSIONAL ETF TRUST	50,390 (+4.7%)	$1,920 (+9.8%)	0.4%	$29.98	—	INTL CORE EQT MK	25434V203
AMZN	AMAZON COM INC	1,823 (+43.0%)	$421 (+50.3%)	0.1%	$163.92	+39.6%	COM	023135106
VXUS	VANGUARD STAR FDS	44,299 (+1.0%)	$3,342 (+3.8%)	0.7%	$62.18	—	VG TL INTL STK F	921909768
NFLX	NETFLIX INC	3,860 (+900.0%)	$362 (-21.8%)	0.1%	$101.81	+5.9%	COM	64110L106
META	META PLATFORMS INC	4,114 (+9.0%)	$2,716 (-2.0%)	0.6%	$447.46	+49.1%	CL A	30303M102
MSFT	MICROSOFT CORP	1,818 (+12.4%)	$879 (+4.9%)	0.2%	$356.61	+40.4%	COM	594918104
TSLA	TESLA INC	805 (+10.3%)	$362 (+11.5%)	0.1%	$314.51	+40.9%	COM	88160R101
EMXC	ISHARES INC	4,462 (+1.9%)	$324 (+9.7%)	0.1%	$67.61	—	MSCI EMRG CHN	46434G764
VWO	VANGUARD INTL EQUITY INDEX F	6,697 (+1.7%)	$360 (+0.9%)	0.1%	$54.17	—	FTSE EMR MKT ETF	922042858
BIL	SPDR SERIES TRUST	3,337 (+1.4%)	$305 (+1.0%)	0.1%	$91.45	—	STATE STREET SPD	78468R663
BNDX	VANGUARD CHARLOTTE FDS	4,710 (+2.7%)	$228 (+0.3%)	0.0%	$49.43	—	TOTAL INT BD ETF	92203J407

Exited Positions (5)

— ISHARES TR 0.7%

Value ($000) $3,027 Shares 113,000 Est. Cost $26.55 Unrealized —

— ISHARES TR 0.2%

Value ($000) $756 Shares 30,000 Est. Cost $24.91 Unrealized —

AVRE AMERICAN CENTY ETF TR 0.1%

Value ($000) $233 Shares 5,240 Est. Cost $42.01 Unrealized —

BX BLACKSTONE INC 0.0%

Value ($000) $220 Shares 1,290 Est. Cost $169.47 Unrealized -10.6%

SYY SYSCO CORP 0.0%

Value ($000) $200 Shares 2,431 Est. Cost $78.85 Unrealized -4.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	ISHARES TR	113,000	$3,027	0.7%	$26.55	—	—	46435U432
—	ISHARES TR	30,000	$756	0.2%	$24.91	—	—	46434VBD1
AVRE	AMERICAN CENTY ETF TR	5,240	$233	0.1%	$42.01	—	—	025072356
BX	BLACKSTONE INC	1,290	$220	0.0%	$169.47	-10.6%	—	09260D107
SYY	SYSCO CORP	2,431	$200	0.0%	$78.85	-4.2%	—	871829107

Decreased Positions (15)

PLTR PALANTIR TECHNOLOGIES INC 35.9%

Value ($000) $164,575 (-25.8%) Shares 925,880 (-23.9%) Est. Cost $24.01 Unrealized +654.1%

MMIT NEW YORK LIFE INVTS ACTIVE E 0.3%

Value ($000) $1,528 (-51.8%) Shares 62,791 (-51.9%) Est. Cost $24.24 Unrealized —

VOO VANGUARD INDEX FDS 2.5%

Value ($000) $11,529 (-11.0%) Shares 18,383 (-13.0%) Est. Cost $490.85 Unrealized —

DFGR DIMENSIONAL ETF TRUST 0.3%

Value ($000) $1,180 (-40.5%) Shares 44,672 (-38.5%) Est. Cost $25.69 Unrealized —

VTI VANGUARD INDEX FDS 2.6%

Value ($000) $11,960 (-4.7%) Shares 35,672 (-6.7%) Est. Cost $253.67 Unrealized —

SCHB SCHWAB STRATEGIC TR 0.8%

Value ($000) $3,609 (-6.8%) Shares 137,572 (-8.6%) Est. Cost $34.01 Unrealized —

AVUS AMERICAN CENTY ETF TR 1.2%

Value ($000) $5,592 (-4.3%) Shares 50,025 (-7.0%) Est. Cost $74.87 Unrealized —

AVUV AMERICAN CENTY ETF TR 0.4%

Value ($000) $1,928 (-7.6%) Shares 18,907 (-9.8%) Est. Cost $77.74 Unrealized —

DFAT DIMENSIONAL ETF TRUST 0.1%

Value ($000) $326 (-32.6%) Shares 5,477 (-34.1%) Est. Cost $44.46 Unrealized —

EEMS ISHARES INC 0.5%

Value ($000) $2,191 (-6.1%) Shares 32,466 (-5.5%) Est. Cost $47.43 Unrealized —

BLND BLEND LABS INC 0.1%

Value ($000) $656 (-17.8%) Shares 215,843 (-1.3%) Est. Cost $5.34 Unrealized -40.3%

VTV VANGUARD INDEX FDS 0.6%

Value ($000) $2,589 (+0.7%) Shares 13,557 (-1.7%) Est. Cost $158.61 Unrealized —

VUG VANGUARD INDEX FDS 0.5%

Value ($000) $2,097 (-0.7%) Shares 4,298 (-2.4%) Est. Cost $442.95 Unrealized —

AVES AMERICAN CENTY ETF TR 0.3%

Value ($000) $1,411 (-1.0%) Shares 24,200 (-2.6%) Est. Cost $46.02 Unrealized —

IEFA ISHARES TR 0.1%

Value ($000) $442 (-0.0%) Shares 4,942 (-2.4%) Est. Cost $67.84 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	925,880 (-23.9%)	$164,575 (-25.8%)	35.9%	$24.01	+654.1%	CL A	69608A108
MMIT	NEW YORK LIFE INVTS ACTIVE E	62,791 (-51.9%)	$1,528 (-51.8%)	0.3%	$24.24	—	NYLI MACKAY MUN	45409F827
VOO	VANGUARD INDEX FDS	18,383 (-13.0%)	$11,529 (-11.0%)	2.5%	$490.85	—	S&P 500 ETF SHS	922908363
DFGR	DIMENSIONAL ETF TRUST	44,672 (-38.5%)	$1,180 (-40.5%)	0.3%	$25.69	—	GLOBAL REAL EST	25434V658
VTI	VANGUARD INDEX FDS	35,672 (-6.7%)	$11,960 (-4.7%)	2.6%	$253.67	—	TOTAL STK MKT	922908769
SCHB	SCHWAB STRATEGIC TR	137,572 (-8.6%)	$3,609 (-6.8%)	0.8%	$34.01	—	US BRD MKT ETF	808524102
AVUS	AMERICAN CENTY ETF TR	50,025 (-7.0%)	$5,592 (-4.3%)	1.2%	$74.87	—	US EQT ETF	025072885
AVUV	AMERICAN CENTY ETF TR	18,907 (-9.8%)	$1,928 (-7.6%)	0.4%	$77.74	—	US SML CP VALU	025072877
DFAT	DIMENSIONAL ETF TRUST	5,477 (-34.1%)	$326 (-32.6%)	0.1%	$44.46	—	US TARGETED VLU	25434V609
EEMS	ISHARES INC	32,466 (-5.5%)	$2,191 (-6.1%)	0.5%	$47.43	—	EM MKT SM-CP ETF	464286475
BLND	BLEND LABS INC	215,843 (-1.3%)	$656 (-17.8%)	0.1%	$5.34	-40.3%	CL A	09352U108
VTV	VANGUARD INDEX FDS	13,557 (-1.7%)	$2,589 (+0.7%)	0.6%	$158.61	—	VALUE ETF	922908744
VUG	VANGUARD INDEX FDS	4,298 (-2.4%)	$2,097 (-0.7%)	0.5%	$442.95	—	GROWTH ETF	922908736
AVES	AMERICAN CENTY ETF TR	24,200 (-2.6%)	$1,411 (-1.0%)	0.3%	$46.02	—	EMERGING MKT VAL	025072372
IEFA	ISHARES TR	4,942 (-2.4%)	$442 (-0.0%)	0.1%	$67.84	—	CORE MSCI EAFE	46432F842

Unchanged Positions (33)

XOM EXXON MOBIL CORP 1.1%

Value ($000) $5,019 Shares 41,708 Est. Cost $98.09 Unrealized +17.7%

AVDV AMERICAN CENTY ETF TR 1.0%

Value ($000) $4,712 Shares 50,147 Est. Cost $61.97 Unrealized —

DFAU DIMENSIONAL ETF TRUST 1.3%

Value ($000) $5,731 Shares 122,462 Est. Cost $33.76 Unrealized —

AVLV AMERICAN CENTY ETF TR 0.5%

Value ($000) $2,333 Shares 30,795 Est. Cost $52.44 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 0.6%

Value ($000) $2,606 Shares 35,429 Est. Cost $65.33 Unrealized —

AVIV AMERICAN CENTY ETF TR 0.4%

Value ($000) $1,877 Shares 26,352 Est. Cost $45.62 Unrealized —

HOOD ROBINHOOD MKTS INC 0.1%

Value ($000) $267 Shares 2,359 Est. Cost $59.18 Unrealized +119.7%

FLD FOLD HLDGS INC 0.0%

Value ($000) $142 Shares 54,504 Est. Cost $3.93 Unrealized -15.9%

DFAX DIMENSIONAL ETF TRUST 0.3%

Value ($000) $1,590 Shares 48,594 Est. Cost $25.12 Unrealized —

KO COCA COLA CO 0.2%

Value ($000) $961 Shares 13,741 Est. Cost $46.04 Unrealized +50.7%

T AT&T INC 0.1%

Value ($000) $345 Shares 13,883 Est. Cost $26.96 Unrealized -6.2%

SGOL ETFS GOLD TR 0.1%

Value ($000) $424 Shares 10,318 Est. Cost $36.81 Unrealized —

CRM SALESFORCE INC 0.1%

Value ($000) $409 Shares 1,543 Est. Cost $283.76 Unrealized -12.5%

DFAE DIMENSIONAL ETF TRUST 0.3%

Value ($000) $1,198 Shares 36,784 Est. Cost $24.72 Unrealized —

VB VANGUARD INDEX FDS 0.5%

Value ($000) $2,193 Shares 8,500 Est. Cost $236.98 Unrealized —

VYM VANGUARD WHITEHALL FDS 0.3%

Value ($000) $1,494 Shares 10,407 Est. Cost $99.51 Unrealized —

VBR VANGUARD INDEX FDS 0.2%

Value ($000) $983 Shares 4,643 Est. Cost $200.36 Unrealized —

ARTY ISHARES TR 0.1%

Value ($000) $372 Shares 7,722 Est. Cost $45.78 Unrealized —

BAC BANK AMERICA CORP 0.1%

Value ($000) $289 Shares 5,256 Est. Cost $41.45 Unrealized +27.1%

IVV ISHARES TR 0.2%

Value ($000) $694 Shares 1,013 Est. Cost $559.63 Unrealized —

DFSV DIMENSIONAL ETF TRUST 0.1%

Value ($000) $466 Shares 14,153 Est. Cost $29.44 Unrealized —

IBMR ISHARES TR 0.7%

Value ($000) $3,044 Shares 119,718 Est. Cost $25.60 Unrealized —

IBMQ ISHARES TR 0.7%

Value ($000) $3,057 Shares 119,536 Est. Cost $25.59 Unrealized —

KKR KKR & CO INC 0.1%

Value ($000) $296 Shares 2,325 Est. Cost $91.26 Unrealized +36.2%

REET ISHARES TR 0.0%

Value ($000) $210 Shares 8,434 Est. Cost $22.71 Unrealized —

IBDR ISHARES TR 0.3%

Value ($000) $1,430 Shares 59,000 Est. Cost $24.19 Unrealized —

VTEB VANGUARD MUN BD FDS 0.2%

Value ($000) $818 Shares 16,272 Est. Cost $49.03 Unrealized —

VO VANGUARD INDEX FDS 0.1%

Value ($000) $290 Shares 1,000 Est. Cost $206.42 Unrealized —

WCLD WISDOMTREE TR 0.1%

Value ($000) $617 Shares 17,633 Est. Cost $34.97 Unrealized —

IBDS ISHARES TR 0.2%

Value ($000) $850 Shares 35,000 Est. Cost $24.14 Unrealized —

DUSB DIMENSIONAL ETF TRUST 0.1%

Value ($000) $386 Shares 7,621 Est. Cost $50.64 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%

Value ($000) $2,264 Shares 3 Est. Cost $729330.75 Unrealized +2.3%

EEMV ISHARES INC 0.1%

Value ($000) $286 Shares 4,460 Est. Cost $53.22 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	41,708	$5,019	1.1%	$98.09	+17.7%	COM	30231G102
AVDV	AMERICAN CENTY ETF TR	50,147	$4,712	1.0%	$61.97	—	INTL SMCP VLU	025072802
DFAU	DIMENSIONAL ETF TRUST	122,462	$5,731	1.3%	$33.76	—	US CORE EQT MKT	25434V104
AVLV	AMERICAN CENTY ETF TR	30,795	$2,333	0.5%	$52.44	—	US LARGE CAP VLU	025072349
VEU	VANGUARD INTL EQUITY INDEX F	35,429	$2,606	0.6%	$65.33	—	ALLWRLD EX US	922042775
AVIV	AMERICAN CENTY ETF TR	26,352	$1,877	0.4%	$45.62	—	INTERNATIONAL LR	025072364
HOOD	ROBINHOOD MKTS INC	2,359	$267	0.1%	$59.18	+119.7%	COM CL A	770700102
FLD	FOLD HLDGS INC	54,504	$142	0.0%	$3.93	-15.9%	COM CL A	29103K100
DFAX	DIMENSIONAL ETF TRUST	48,594	$1,590	0.3%	$25.12	—	WORLD EX US CORE	25434V880
KO	COCA COLA CO	13,741	$961	0.2%	$46.04	+50.7%	COM	191216100
T	AT&T INC	13,883	$345	0.1%	$26.96	-6.2%	COM	00206R102
SGOL	ETFS GOLD TR	10,318	$424	0.1%	$36.81	—	PHYSCL GOLD SHS	00326A104
CRM	SALESFORCE INC	1,543	$409	0.1%	$283.76	-12.5%	COM	79466L302
DFAE	DIMENSIONAL ETF TRUST	36,784	$1,198	0.3%	$24.72	—	EMGR CRE EQT MNG	25434V302
VB	VANGUARD INDEX FDS	8,500	$2,193	0.5%	$236.98	—	SMALL CP ETF	922908751
VYM	VANGUARD WHITEHALL FDS	10,407	$1,494	0.3%	$99.51	—	HIGH DIV YLD	921946406
VBR	VANGUARD INDEX FDS	4,643	$983	0.2%	$200.36	—	SM CP VAL ETF	922908611
ARTY	ISHARES TR	7,722	$372	0.1%	$45.78	—	FUTURE AI & TECH	46435U556
BAC	BANK AMERICA CORP	5,256	$289	0.1%	$41.45	+27.1%	COM	060505104
IVV	ISHARES TR	1,013	$694	0.2%	$559.63	—	CORE S&P500 ETF	464287200
DFSV	DIMENSIONAL ETF TRUST	14,153	$466	0.1%	$29.44	—	US SMALL CAP VAL	25434V815
IBMR	ISHARES TR	119,718	$3,044	0.7%	$25.60	—	IBONDS DEC 2029	46436E163
IBMQ	ISHARES TR	119,536	$3,057	0.7%	$25.59	—	IBONDS DEC 28	46435U325
KKR	KKR & CO INC	2,325	$296	0.1%	$91.26	+36.2%	COM	48251W104
REET	ISHARES TR	8,434	$210	0.0%	$22.71	—	GLOBAL REIT ETF	46434V647
IBDR	ISHARES TR	59,000	$1,430	0.3%	$24.19	—	IBONDS DEC2026	46435GAA0
VTEB	VANGUARD MUN BD FDS	16,272	$818	0.2%	$49.03	—	TAX EXEMPT BD	922907746
VO	VANGUARD INDEX FDS	1,000	$290	0.1%	$206.42	—	MID CAP ETF	922908629
WCLD	WISDOMTREE TR	17,633	$617	0.1%	$34.97	—	CLOUD COMPUTNG	97717Y691
IBDS	ISHARES TR	35,000	$850	0.2%	$24.14	—	IBONDS 27 ETF	46435UAA9
DUSB	DIMENSIONAL ETF TRUST	7,621	$386	0.1%	$50.64	—	ULTRASHORT FIXED	25434V591
BRK/A	BERKSHIRE HATHAWAY INC DEL	3	$2,264	0.5%	$729330.75	+2.3%	CL A	084670108
EEMV	ISHARES INC	4,460	$286	0.1%	$53.22	—	MSCI EMERG MRKT	464286533