Prosperity Planning, Inc. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISTB	ISHARES TR	965,641 (+6.7%)	$47,075 (+6.5%)	12.3%	$49.71	—	CORE 1 5 YR USD	46432F859
SPY	SPDR S&P 500 ETF TR	6,004 (+42.2%)	$4,094 (+45.5%)	1.1%	$465.22	—	TR UNIT	78462F103
IGSB	ISHARES TR	275,185 (+7.8%)	$14,552 (+7.5%)	3.8%	$52.86	—	ISHS 1-5YR INVS	464288646
AVMV	AMERICAN CENTY ETF TR	132,687 (+8.3%)	$9,447 (+11.9%)	2.5%	$64.38	—	AVANTIS US MID C	025072133
GNMA	ISHARES TR	286,406 (+7.2%)	$12,757 (+7.7%)	3.3%	$46.27	—	GNMA BOND ETF	46429B333
AVLC	AMERICAN CENTY ETF TR	130,763 (+5.8%)	$10,281 (+8.7%)	2.7%	$67.93	—	AVANTIS US LARG	025072158
VTIP	VANGUARD MALVERN FDS	336,401 (+7.5%)	$16,638 (+5.0%)	4.4%	$49.99	—	STRM INFPROIDX	922020805
AVLV	AMERICAN CENTY ETF TR	81,591 (+7.9%)	$6,182 (+13.1%)	1.6%	$67.19	—	US LARGE CAP VLU	025072349
SGOV	ISHARES TR	27,617 (+30.3%)	$2,772 (+29.9%)	0.7%	$100.59	—	0-3 MNTH TREASRY	46436E718
AVUV	AMERICAN CENTY ETF TR	74,696 (+5.1%)	$7,617 (+7.7%)	2.0%	$83.94	—	US SML CP VALU	025072877
IBDR	ISHARES TR	43,305 (+103.9%)	$1,049 (+103.3%)	0.3%	$24.10	—	IBONDS DEC2026	46435GAA0
AVUS	AMERICAN CENTY ETF TR	51,580 (+6.7%)	$5,766 (+9.7%)	1.5%	$79.89	—	US EQT ETF	025072885
TIP	ISHARES TR	15,695 (+35.7%)	$1,725 (+34.1%)	0.5%	$115.91	—	TIPS BD ETF	464287176
AVIV	AMERICAN CENTY ETF TR	56,084 (+4.9%)	$3,995 (+10.8%)	1.0%	$56.32	—	INTERNATIONAL LR	025072364
SUB	ISHARES TR	37,539 (+6.3%)	$4,005 (+6.2%)	1.0%	$107.37	—	SHRT NAT MUN ETF	464288158
BND	VANGUARD BD INDEX FDS	33,806 (+10.3%)	$2,504 (+9.9%)	0.7%	$76.40	—	TOTAL BND MRKT	921937835
EEM	ISHARES TR	32,760 (+11.6%)	$1,792 (+14.3%)	0.5%	$51.32	—	MSCI EMG MKT ETF	464287234
AVDE	AMERICAN CENTY ETF TR	26,692 (+5.4%)	$2,197 (+9.9%)	0.6%	$63.00	—	INTL EQT ETF	025072703
IWN	ISHARES TR	18,735 (+3.2%)	$3,395 (+5.7%)	0.9%	$133.35	—	RUS 2000 VAL ETF	464287630
IJJ	ISHARES TR	23,837 (+4.0%)	$3,137 (+5.5%)	0.8%	$88.91	—	S&P MC 400VL ETF	464287705
LLY	ELI LILLY & CO	442 (+2.8%)	$475 (+44.8%)	0.1%	$778.35	+22.8%	COM	532457108
USRT	ISHARES TR	75,117 (+6.7%)	$4,279 (+3.5%)	1.1%	$50.97	—	CRE U S REIT ETF	464288521
IBDV	ISHARES TR	20,516 (+30.2%)	$453 (+29.8%)	0.1%	$21.47	—	IBONDS DEC 2030	46436E726
IAGG	ISHARES TR	44,525 (+7.3%)	$2,227 (+4.8%)	0.6%	$50.72	—	CORE INTL AGGR	46435G672
IBDS	ISHARES TR	25,367 (+19.4%)	$616 (+19.1%)	0.2%	$24.03	—	IBONDS 27 ETF	46435UAA9
IBTI	ISHARES TR	18,462 (+17.0%)	$413 (+16.9%)	0.1%	$22.08	—	IBONDS 28 TRM TS	46436E833
IBDT	ISHARES TR	33,265 (+7.6%)	$847 (+7.3%)	0.2%	$25.07	—	IBDS DEC28 ETF	46435U515
VNQI	VANGUARD INTL EQUITY INDEX F	47,118 (+6.6%)	$2,160 (+2.3%)	0.6%	$46.65	—	GLB EX US ETF	922042676
MUB	ISHARES TR	23,445 (+1.3%)	$2,511 (+1.9%)	0.7%	$114.91	—	NATIONAL MUN ETF	464288414
IBTJ	ISHARES TR	15,578 (+11.4%)	$342 (+11.3%)	0.1%	$22.05	—	IBONDS 29 TRM TS	46436E825
IBDU	ISHARES TR	20,748 (+7.8%)	$486 (+7.5%)	0.1%	$22.84	—	IBONDS DEC 29	46436E205
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,056 (+1.5%)	$2,039 (+1.5%)	0.5%	$226.14	+120.0%	CL B NEW	084670702
IFGL	ISHARES TR	14,857 (+1.4%)	$343 (+1.7%)	0.1%	$21.96	—	INTL DEV RE ETF	464288489
COMT	ISHARES U S ETF TR	24,513 (+8.2%)	$610 (+0.3%)	0.2%	$27.47	—	GSCI CMDTY STGY	46431W853

Exited Positions (3)

— ISHARES TR 0.1%

Value ($000) $516 Shares 20,475 Est. Cost $24.85 Unrealized —

— ISHARES TR 0.1%

Value ($000) $279 Shares 11,955 Est. Cost $23.33 Unrealized —

ORCL ORACLE CORP 0.1%

Value ($000) $215 Shares 764 Est. Cost $254.17 Unrealized -6.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	ISHARES TR	20,475	$516	0.1%	$24.85	—	—	46434VBD1
—	ISHARES TR	11,955	$279	0.1%	$23.33	—	—	46436E866
ORCL	ORACLE CORP	764	$215	0.1%	$254.17	-6.3%	—	68389X105

Decreased Positions (27)

CBRE CBRE GROUP INC 1.3%

Value ($000) $5,016 (-26.9%) Shares 31,199 (-28.4%) Est. Cost $84.26 Unrealized +86.6%

DFAC DIMENSIONAL ETF TRUST 0.8%

Value ($000) $2,952 (-17.0%) Shares 74,557 (-19.1%) Est. Cost $26.45 Unrealized —

IVW ISHARES TR 0.7%

Value ($000) $2,498 (-17.7%) Shares 20,263 (-19.4%) Est. Cost $63.54 Unrealized —

VTV VANGUARD INDEX FDS 0.9%

Value ($000) $3,551 (-11.1%) Shares 18,594 (-13.2%) Est. Cost $124.62 Unrealized —

DFAX DIMENSIONAL ETF TRUST 4.4%

Value ($000) $16,773 (-1.5%) Shares 512,453 (-5.5%) Est. Cost $25.52 Unrealized —

IVLU ISHARES TR 1.3%

Value ($000) $5,045 (+4.2%) Shares 132,594 (-2.9%) Est. Cost $23.31 Unrealized —

DISV DIMENSIONAL ETF TRUST 0.4%

Value ($000) $1,591 (-8.1%) Shares 41,856 (-13.7%) Est. Cost $19.01 Unrealized —

IVE ISHARES TR 3.0%

Value ($000) $11,496 (+0.7%) Shares 54,206 (-2.0%) Est. Cost $140.28 Unrealized —

EFA ISHARES TR 6.1%

Value ($000) $23,178 (+0.3%) Shares 241,365 (-2.5%) Est. Cost $72.73 Unrealized —

IWV ISHARES TR 0.2%

Value ($000) $882 (-6.3%) Shares 2,280 (-8.2%) Est. Cost $223.52 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.2%

Value ($000) $812 (-6.4%) Shares 15,102 (-5.6%) Est. Cost $48.93 Unrealized —

SCZ ISHARES TR 0.6%

Value ($000) $2,435 (-1.5%) Shares 31,408 (-2.5%) Est. Cost $67.50 Unrealized —

IWM ISHARES TR 0.1%

Value ($000) $351 (-8.0%) Shares 1,425 (-9.5%) Est. Cost $196.07 Unrealized —

IWF ISHARES TR 0.3%

Value ($000) $1,035 (-2.7%) Shares 2,187 (-3.7%) Est. Cost $249.35 Unrealized —

IUSB ISHARES TR 0.1%

Value ($000) $477 (-3.6%) Shares 10,247 (-3.3%) Est. Cost $48.61 Unrealized —

FIVA FIDELITY COVINGTON TRUST 0.1%

Value ($000) $220 (+6.8%) Shares 6,428 (-2.4%) Est. Cost $31.28 Unrealized —

IVV ISHARES TR 0.2%

Value ($000) $622 (-2.1%) Shares 908 (-4.3%) Est. Cost $382.97 Unrealized —

DIA SPDR DOW JONES INDL AVERAGE 0.1%

Value ($000) $382 (+2.3%) Shares 794 (-1.2%) Est. Cost $333.59 Unrealized —

IEMG ISHARES INC 0.1%

Value ($000) $325 (-2.2%) Shares 4,836 (-4.1%) Est. Cost $60.03 Unrealized —

VBR VANGUARD INDEX FDS 2.3%

Value ($000) $8,965 (+0.1%) Shares 42,330 (-1.4%) Est. Cost $154.64 Unrealized —

IWD ISHARES TR 0.5%

Value ($000) $1,808 (-0.4%) Shares 8,597 (-3.6%) Est. Cost $136.75 Unrealized —

QUAL ISHARES TR 0.1%

Value ($000) $264 (-2.0%) Shares 1,330 (-4.0%) Est. Cost $134.64 Unrealized —

DYNF BLACKROCK ETF TRUST 0.1%

Value ($000) $311 (-1.3%) Shares 5,119 (-3.9%) Est. Cost $46.85 Unrealized —

OEF ISHARES TR 0.1%

Value ($000) $214 (-1.7%) Shares 625 (-4.6%) Est. Cost $332.84 Unrealized —

MDY SPDR S&P MIDCAP 400 ETF TR 0.2%

Value ($000) $903 (-0.4%) Shares 1,497 (-1.6%) Est. Cost $419.83 Unrealized —

IEFA ISHARES TR 0.1%

Value ($000) $201 (-0.8%) Shares 2,249 (-3.1%) Est. Cost $70.36 Unrealized —

EFV ISHARES TR 0.1%

Value ($000) $487 (-0.1%) Shares 6,820 (-5.1%) Est. Cost $53.20 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CBRE	CBRE GROUP INC	31,199 (-28.4%)	$5,016 (-26.9%)	1.3%	$84.26	+86.6%	CL A	12504L109
DFAC	DIMENSIONAL ETF TRUST	74,557 (-19.1%)	$2,952 (-17.0%)	0.8%	$26.45	—	US CORE EQUITY 2	25434V708
IVW	ISHARES TR	20,263 (-19.4%)	$2,498 (-17.7%)	0.7%	$63.54	—	S&P 500 GRWT ETF	464287309
VTV	VANGUARD INDEX FDS	18,594 (-13.2%)	$3,551 (-11.1%)	0.9%	$124.62	—	VALUE ETF	922908744
DFAX	DIMENSIONAL ETF TRUST	512,453 (-5.5%)	$16,773 (-1.5%)	4.4%	$25.52	—	WORLD EX US CORE	25434V880
IVLU	ISHARES TR	132,594 (-2.9%)	$5,045 (+4.2%)	1.3%	$23.31	—	MSCI INTL VLU FT	46435G409
DISV	DIMENSIONAL ETF TRUST	41,856 (-13.7%)	$1,591 (-8.1%)	0.4%	$19.01	—	INTL SMALL CAP V	25434V781
IVE	ISHARES TR	54,206 (-2.0%)	$11,496 (+0.7%)	3.0%	$140.28	—	S&P 500 VAL ETF	464287408
EFA	ISHARES TR	241,365 (-2.5%)	$23,178 (+0.3%)	6.1%	$72.73	—	MSCI EAFE ETF	464287465
IWV	ISHARES TR	2,280 (-8.2%)	$882 (-6.3%)	0.2%	$223.52	—	RUSSELL 3000 ETF	464287689
VWO	VANGUARD INTL EQUITY INDEX F	15,102 (-5.6%)	$812 (-6.4%)	0.2%	$48.93	—	FTSE EMR MKT ETF	922042858
SCZ	ISHARES TR	31,408 (-2.5%)	$2,435 (-1.5%)	0.6%	$67.50	—	EAFE SML CP ETF	464288273
IWM	ISHARES TR	1,425 (-9.5%)	$351 (-8.0%)	0.1%	$196.07	—	RUSSELL 2000 ETF	464287655
IWF	ISHARES TR	2,187 (-3.7%)	$1,035 (-2.7%)	0.3%	$249.35	—	RUS 1000 GRW ETF	464287614
IUSB	ISHARES TR	10,247 (-3.3%)	$477 (-3.6%)	0.1%	$48.61	—	CORE UNIVRSL USD	46434V613
FIVA	FIDELITY COVINGTON TRUST	6,428 (-2.4%)	$220 (+6.8%)	0.1%	$31.28	—	INT VL FCT ETF	316092717
IVV	ISHARES TR	908 (-4.3%)	$622 (-2.1%)	0.2%	$382.97	—	CORE S&P500 ETF	464287200
DIA	SPDR DOW JONES INDL AVERAGE	794 (-1.2%)	$382 (+2.3%)	0.1%	$333.59	—	UT SER 1	78467X109
IEMG	ISHARES INC	4,836 (-4.1%)	$325 (-2.2%)	0.1%	$60.03	—	CORE MSCI EMKT	46434G103
VBR	VANGUARD INDEX FDS	42,330 (-1.4%)	$8,965 (+0.1%)	2.3%	$154.64	—	SM CP VAL ETF	922908611
IWD	ISHARES TR	8,597 (-3.6%)	$1,808 (-0.4%)	0.5%	$136.75	—	RUS 1000 VAL ETF	464287598
QUAL	ISHARES TR	1,330 (-4.0%)	$264 (-2.0%)	0.1%	$134.64	—	MSCI USA QLT FCT	46432F339
DYNF	BLACKROCK ETF TRUST	5,119 (-3.9%)	$311 (-1.3%)	0.1%	$46.85	—	ISHARES US EQUIT	09290C103
OEF	ISHARES TR	625 (-4.6%)	$214 (-1.7%)	0.1%	$332.84	—	S&P 100 ETF	464287101
MDY	SPDR S&P MIDCAP 400 ETF TR	1,497 (-1.6%)	$903 (-0.4%)	0.2%	$419.83	—	UTSER1 S&PDCRP	78467Y107
IEFA	ISHARES TR	2,249 (-3.1%)	$201 (-0.8%)	0.1%	$70.36	—	CORE MSCI EAFE	46432F842
EFV	ISHARES TR	6,820 (-5.1%)	$487 (-0.1%)	0.1%	$53.20	—	EAFE VALUE ETF	464288877

Unchanged Positions (45)

AVDV AMERICAN CENTY ETF TR 4.4%

Value ($000) $16,808 Shares 178,871 Est. Cost $59.25 Unrealized —

VOT VANGUARD INDEX FDS 2.4%

Value ($000) $9,044 Shares 32,398 Est. Cost $206.91 Unrealized —

VUG VANGUARD INDEX FDS 6.0%

Value ($000) $22,769 Shares 46,671 Est. Cost $263.06 Unrealized —

AVEM AMERICAN CENTY ETF TR 2.8%

Value ($000) $10,629 Shares 137,998 Est. Cost $57.40 Unrealized —

FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%

Value ($000) $709 Shares 9,300 Est. Cost $90.12 Unrealized —

AAPL APPLE INC 0.7%

Value ($000) $2,809 Shares 10,334 Est. Cost $125.09 Unrealized +114.5%

NWL NEWELL BRANDS INC 0.1%

Value ($000) $370 Shares 99,352 Est. Cost $9.72 Unrealized -59.0%

O REALTY INCOME CORP 0.4%

Value ($000) $1,368 Shares 24,266 Est. Cost $53.44 Unrealized +7.3%

VBK VANGUARD INDEX FDS 1.5%

Value ($000) $5,594 Shares 18,515 Est. Cost $246.79 Unrealized —

TYL TYLER TECHNOLOGIES INC 0.2%

Value ($000) $606 Shares 1,334 Est. Cost $432.02 Unrealized +10.3%

VOE VANGUARD INDEX FDS 2.2%

Value ($000) $8,582 Shares 48,384 Est. Cost $128.08 Unrealized —

DFIV DIMENSIONAL ETF TRUST 0.3%

Value ($000) $1,118 Shares 22,396 Est. Cost $27.15 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 0.4%

Value ($000) $1,483 Shares 23,740 Est. Cost $47.68 Unrealized —

ITOT ISHARES TR 0.5%

Value ($000) $1,938 Shares 13,037 Est. Cost $86.22 Unrealized —

IDXX IDEXX LABS INC 0.1%

Value ($000) $474 Shares 700 Est. Cost $478.56 Unrealized +42.3%

STIP ISHARES TR 0.4%

Value ($000) $1,605 Shares 15,680 Est. Cost $98.32 Unrealized —

VTI VANGUARD INDEX FDS 0.3%

Value ($000) $1,018 Shares 3,035 Est. Cost $213.75 Unrealized —

BSV VANGUARD BD INDEX FDS 1.4%

Value ($000) $5,512 Shares 69,941 Est. Cost $76.42 Unrealized —

VXUS VANGUARD STAR FDS 0.2%

Value ($000) $588 Shares 7,797 Est. Cost $61.24 Unrealized —

AGG ISHARES TR 0.8%

Value ($000) $2,944 Shares 29,472 Est. Cost $108.76 Unrealized —

IWP ISHARES TR 0.1%

Value ($000) $323 Shares 2,361 Est. Cost $80.07 Unrealized —

SPYG SPDR SERIES TRUST 0.3%

Value ($000) $1,037 Shares 9,720 Est. Cost $51.57 Unrealized —

INDA ISHARES TR 0.1%

Value ($000) $317 Shares 5,858 Est. Cost $40.29 Unrealized —

DFAE DIMENSIONAL ETF TRUST 0.1%

Value ($000) $454 Shares 13,940 Est. Cost $20.30 Unrealized —

LOW LOWES COS INC 0.1%

Value ($000) $238 Shares 986 Est. Cost $197.77 Unrealized +21.3%

VCSH VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $850 Shares 10,663 Est. Cost $118.25 Unrealized —

VNQ VANGUARD INDEX FDS 0.1%

Value ($000) $292 Shares 3,304 Est. Cost $88.31 Unrealized —

IJK ISHARES TR 0.2%

Value ($000) $673 Shares 6,944 Est. Cost $71.72 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $747 Shares 8,915 Est. Cost $82.92 Unrealized —

VV VANGUARD INDEX FDS 0.1%

Value ($000) $395 Shares 1,254 Est. Cost $175.92 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $379 Shares 2,684 Est. Cost $93.64 Unrealized —

IWS ISHARES TR 0.2%

Value ($000) $862 Shares 6,113 Est. Cost $96.09 Unrealized —

VTEB VANGUARD MUN BD FDS 0.4%

Value ($000) $1,383 Shares 27,498 Est. Cost $77.57 Unrealized —

IJH ISHARES TR 0.2%

Value ($000) $582 Shares 8,819 Est. Cost $97.71 Unrealized —

VMBS VANGUARD SCOTTSDALE FDS 0.3%

Value ($000) $1,215 Shares 25,802 Est. Cost $46.10 Unrealized —

EGUS ISHARES TR 0.1%

Value ($000) $234 Shares 4,421 Est. Cost $39.45 Unrealized —

SHM SPDR SERIES TRUST 0.3%

Value ($000) $1,069 Shares 22,284 Est. Cost $47.10 Unrealized —

VYM VANGUARD WHITEHALL FDS 0.1%

Value ($000) $267 Shares 1,863 Est. Cost $104.95 Unrealized —

XVV ISHARES TR 0.1%

Value ($000) $205 Shares 3,886 Est. Cost $51.52 Unrealized —

IWO ISHARES TR 0.3%

Value ($000) $1,016 Shares 3,146 Est. Cost $255.13 Unrealized —

VO VANGUARD INDEX FDS 0.1%

Value ($000) $338 Shares 1,163 Est. Cost $210.37 Unrealized —

SPIP SPDR SERIES TRUST 0.1%

Value ($000) $203 Shares 7,826 Est. Cost $26.38 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $497 Shares 3,466 Est. Cost $114.73 Unrealized —

IJT ISHARES TR 0.1%

Value ($000) $327 Shares 2,319 Est. Cost $112.92 Unrealized —

IBTK ISHARES TR 0.1%

Value ($000) $308 Shares 15,517 Est. Cost $20.00 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AVDV	AMERICAN CENTY ETF TR	178,871	$16,808	4.4%	$59.25	—	INTL SMCP VLU	025072802
VOT	VANGUARD INDEX FDS	32,398	$9,044	2.4%	$206.91	—	MCAP GR IDXVIP	922908538
VUG	VANGUARD INDEX FDS	46,671	$22,769	6.0%	$263.06	—	GROWTH ETF	922908736
AVEM	AMERICAN CENTY ETF TR	137,998	$10,629	2.8%	$57.40	—	AVANTIS EMGMKT	025072604
FBTC	FIDELITY WISE ORIGIN BITCOIN	9,300	$709	0.2%	$90.12	—	SHS	315948109
AAPL	APPLE INC	10,334	$2,809	0.7%	$125.09	+114.5%	COM	037833100
NWL	NEWELL BRANDS INC	99,352	$370	0.1%	$9.72	-59.0%	COM	651229106
O	REALTY INCOME CORP	24,266	$1,368	0.4%	$53.44	+7.3%	COM	756109104
VBK	VANGUARD INDEX FDS	18,515	$5,594	1.5%	$246.79	—	SML CP GRW ETF	922908595
TYL	TYLER TECHNOLOGIES INC	1,334	$606	0.2%	$432.02	+10.3%	COM	902252105
VOE	VANGUARD INDEX FDS	48,384	$8,582	2.2%	$128.08	—	MCAP VL IDXVIP	922908512
DFIV	DIMENSIONAL ETF TRUST	22,396	$1,118	0.3%	$27.15	—	INTERNATNAL VAL	25434V807
VEA	VANGUARD TAX-MANAGED FDS	23,740	$1,483	0.4%	$47.68	—	VAN FTSE DEV MKT	921943858
ITOT	ISHARES TR	13,037	$1,938	0.5%	$86.22	—	CORE S&P TTL STK	464287150
IDXX	IDEXX LABS INC	700	$474	0.1%	$478.56	+42.3%	COM	45168D104
STIP	ISHARES TR	15,680	$1,605	0.4%	$98.32	—	0-5 YR TIPS ETF	46429B747
VTI	VANGUARD INDEX FDS	3,035	$1,018	0.3%	$213.75	—	TOTAL STK MKT	922908769
BSV	VANGUARD BD INDEX FDS	69,941	$5,512	1.4%	$76.42	—	SHORT TRM BOND	921937827
VXUS	VANGUARD STAR FDS	7,797	$588	0.2%	$61.24	—	VG TL INTL STK F	921909768
AGG	ISHARES TR	29,472	$2,944	0.8%	$108.76	—	CORE US AGGBD ET	464287226
IWP	ISHARES TR	2,361	$323	0.1%	$80.07	—	RUS MD CP GR ETF	464287481
SPYG	SPDR SERIES TRUST	9,720	$1,037	0.3%	$51.57	—	STATE STREET SPD	78464A409
INDA	ISHARES TR	5,858	$317	0.1%	$40.29	—	MSCI INDIA ETF	46429B598
DFAE	DIMENSIONAL ETF TRUST	13,940	$454	0.1%	$20.30	—	EMGR CRE EQT MNG	25434V302
LOW	LOWES COS INC	986	$238	0.1%	$197.77	+21.3%	COM	548661107
VCSH	VANGUARD SCOTTSDALE FDS	10,663	$850	0.2%	$118.25	—	SHRT TRM CORP BD	92206C409
VNQ	VANGUARD INDEX FDS	3,304	$292	0.1%	$88.31	—	REAL ESTATE ETF	922908553
IJK	ISHARES TR	6,944	$673	0.2%	$71.72	—	S&P MC 400GR ETF	464287606
VCIT	VANGUARD SCOTTSDALE FDS	8,915	$747	0.2%	$82.92	—	INT-TERM CORP	92206C870
VV	VANGUARD INDEX FDS	1,254	$395	0.1%	$175.92	—	LARGE CAP ETF	922908637
VT	VANGUARD INTL EQUITY INDEX F	2,684	$379	0.1%	$93.64	—	TT WRLD ST ETF	922042742
IWS	ISHARES TR	6,113	$862	0.2%	$96.09	—	RUS MDCP VAL ETF	464287473
VTEB	VANGUARD MUN BD FDS	27,498	$1,383	0.4%	$77.57	—	TAX EXEMPT BD	922907746
IJH	ISHARES TR	8,819	$582	0.2%	$97.71	—	CORE S&P MCP ETF	464287507
VMBS	VANGUARD SCOTTSDALE FDS	25,802	$1,215	0.3%	$46.10	—	MTG-BKD SECS ETF	92206C771
EGUS	ISHARES TR	4,421	$234	0.1%	$39.45	—	ESG AWARE MSCI	46436E239
SHM	SPDR SERIES TRUST	22,284	$1,069	0.3%	$47.10	—	STATE STREET SPD	78468R739
VYM	VANGUARD WHITEHALL FDS	1,863	$267	0.1%	$104.95	—	HIGH DIV YLD	921946406
XVV	ISHARES TR	3,886	$205	0.1%	$51.52	—	ESG SELECT SCRE	46436E569
IWO	ISHARES TR	3,146	$1,016	0.3%	$255.13	—	RUS 2000 GRW ETF	464287648
VO	VANGUARD INDEX FDS	1,163	$338	0.1%	$210.37	—	MID CAP ETF	922908629
SPIP	SPDR SERIES TRUST	7,826	$203	0.1%	$26.38	—	STATE STREET SPD	78464A656
VSS	VANGUARD INTL EQUITY INDEX F	3,466	$497	0.1%	$114.73	—	FTSE SMCAP ETF	922042718
IJT	ISHARES TR	2,319	$327	0.1%	$112.92	—	S&P SML 600 GWT	464287887
IBTK	ISHARES TR	15,517	$308	0.1%	$20.00	—	IBOND DEC 2030	46436E593