Three Bridge Wealth Advisors, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
UL	UNILEVER PLC	33,007	$2,159	0.6%	$65.40	—	SPON ADR NEW	904767803
VGK	VANGUARD INTL EQUITY INDEX F	4,954	$414	0.1%	$83.61	—	FTSE EUROPE ETF	922042874
HEZU	ISHARES TR	9,452	$414	0.1%	$43.76	—	CUR HD EURZN ETF	46434V639
VV	VANGUARD INDEX FDS	907	$286	0.1%	$314.80	—	LARGE CAP ETF	922908637
COMT	ISHARES U S ETF TR	8,779	$219	0.1%	$24.89	—	GSCI CMDTY STGY	46431W853
MBB	ISHARES TR	2,239	$213	0.1%	$95.22	—	MBS ETF	464288588
IVV	ISHARES TR	296	$203	0.1%	$684.94	—	CORE S&P500 ETF	464287200

Increased Positions (20)

META META PLATFORMS INC 6.6%

Value ($000) $25,112 (-7.8%) Shares 38,044 (+2.6%) Est. Cost $520.35 Unrealized +28.2%

VOO VANGUARD INDEX FDS 7.2%

Value ($000) $27,181 (+8.3%) Shares 43,341 (+6.0%) Est. Cost $450.73 Unrealized —

QQQ INVESCO QQQ TR 5.6%

Value ($000) $21,366 (+5.3%) Shares 34,780 (+3.0%) Est. Cost $419.31 Unrealized —

SPY SPDR S&P 500 ETF TR 7.5%

Value ($000) $28,562 (+3.6%) Shares 41,763 (+1.2%) Est. Cost $321.92 Unrealized —

IWR ISHARES TR 3.5%

Value ($000) $13,123 (+4.1%) Shares 136,318 (+4.4%) Est. Cost $51.77 Unrealized —

IWM ISHARES TR 1.3%

Value ($000) $5,021 (+8.0%) Shares 20,397 (+6.2%) Est. Cost $215.69 Unrealized —

EEM ISHARES TR 2.0%

Value ($000) $7,756 (+4.8%) Shares 141,770 (+2.3%) Est. Cost $11.52 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 2.9%

Value ($000) $10,809 (+1.9%) Shares 201,060 (+2.7%) Est. Cost $24.68 Unrealized —

PCY INVESCO EXCH TRADED FD TR II 0.1%

Value ($000) $423 (+33.2%) Shares 19,519 (+32.6%) Est. Cost $18.98 Unrealized —

GOVT ISHARES TR 0.1%

Value ($000) $378 (+31.5%) Shares 16,421 (+32.0%) Est. Cost $23.05 Unrealized —

VOE VANGUARD INDEX FDS 0.3%

Value ($000) $1,101 (+7.3%) Shares 6,209 (+6.2%) Est. Cost $47.82 Unrealized —

AMZN AMAZON COM INC 0.1%

Value ($000) $349 (+21.1%) Shares 1,514 (+15.2%) Est. Cost $202.90 Unrealized +12.8%

HON HONEYWELL INTL INC 0.1%

Value ($000) $257 (+25.9%) Shares 1,315 (+35.8%) Est. Cost $203.92 Unrealized -4.4%

DEO DIAGEO PLC 0.1%

Value ($000) $546 (-8.4%) Shares 6,331 (+1.4%) Est. Cost $138.98 Unrealized —

NVDA NVIDIA CORPORATION 1.1%

Value ($000) $4,245 (+1.2%) Shares 22,761 (+1.2%) Est. Cost $107.70 Unrealized +72.8%

EMB ISHARES TR 0.1%

Value ($000) $426 (+5.2%) Shares 4,423 (+4.0%) Est. Cost $91.07 Unrealized —

NVO NOVO-NORDISK A S 0.5%

Value ($000) $1,825 (+0.4%) Shares 35,871 (+9.5%) Est. Cost $56.63 Unrealized —

XLY SELECT SECTOR SPDR TR 0.1%

Value ($000) $238 (-2.8%) Shares 1,989 (+95.0%) Est. Cost $160.93 Unrealized —

BSV VANGUARD BD INDEX FDS 0.1%

Value ($000) $234 (+1.2%) Shares 2,975 (+1.3%) Est. Cost $76.54 Unrealized —

XLK SELECT SECTOR SPDR TR 0.1%

Value ($000) $213 (-1.2%) Shares 1,482 (+93.5%) Est. Cost $215.24 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	38,044 (+2.6%)	$25,112 (-7.8%)	6.6%	$520.35	+28.2%	CL A	30303M102
VOO	VANGUARD INDEX FDS	43,341 (+6.0%)	$27,181 (+8.3%)	7.2%	$450.73	—	S&P 500 ETF SHS	922908363
QQQ	INVESCO QQQ TR	34,780 (+3.0%)	$21,366 (+5.3%)	5.6%	$419.31	—	UNIT SER 1	46090E103
SPY	SPDR S&P 500 ETF TR	41,763 (+1.2%)	$28,562 (+3.6%)	7.5%	$321.92	—	TR UNIT	78462F103
IWR	ISHARES TR	136,318 (+4.4%)	$13,123 (+4.1%)	3.5%	$51.77	—	RUS MID CAP ETF	464287499
IWM	ISHARES TR	20,397 (+6.2%)	$5,021 (+8.0%)	1.3%	$215.69	—	RUSSELL 2000 ETF	464287655
EEM	ISHARES TR	141,770 (+2.3%)	$7,756 (+4.8%)	2.0%	$11.52	—	MSCI EMG MKT ETF	464287234
VWO	VANGUARD INTL EQUITY INDEX F	201,060 (+2.7%)	$10,809 (+1.9%)	2.9%	$24.68	—	FTSE EMR MKT ETF	922042858
PCY	INVESCO EXCH TRADED FD TR II	19,519 (+32.6%)	$423 (+33.2%)	0.1%	$18.98	—	EMRNG MKT SVRG	46138E784
GOVT	ISHARES TR	16,421 (+32.0%)	$378 (+31.5%)	0.1%	$23.05	—	US TREAS BD ETF	46429B267
VOE	VANGUARD INDEX FDS	6,209 (+6.2%)	$1,101 (+7.3%)	0.3%	$47.82	—	MCAP VL IDXVIP	922908512
AMZN	AMAZON COM INC	1,514 (+15.2%)	$349 (+21.1%)	0.1%	$202.90	+12.8%	COM	023135106
HON	HONEYWELL INTL INC	1,315 (+35.8%)	$257 (+25.9%)	0.1%	$203.92	-4.4%	COM	438516106
DEO	DIAGEO PLC	6,331 (+1.4%)	$546 (-8.4%)	0.1%	$138.98	—	SPON ADR NEW	25243Q205
NVDA	NVIDIA CORPORATION	22,761 (+1.2%)	$4,245 (+1.2%)	1.1%	$107.70	+72.8%	COM	67066G104
EMB	ISHARES TR	4,423 (+4.0%)	$426 (+5.2%)	0.1%	$91.07	—	JPMORGAN USD EMG	464288281
NVO	NOVO-NORDISK A S	35,871 (+9.5%)	$1,825 (+0.4%)	0.5%	$56.63	—	ADR	670100205
XLY	SELECT SECTOR SPDR TR	1,989 (+95.0%)	$238 (-2.8%)	0.1%	$160.93	—	STATE STREET CON	81369Y407
BSV	VANGUARD BD INDEX FDS	2,975 (+1.3%)	$234 (+1.2%)	0.1%	$76.54	—	SHORT TRM BOND	921937827
XLK	SELECT SECTOR SPDR TR	1,482 (+93.5%)	$213 (-1.2%)	0.1%	$215.24	—	STATE STREET TEC	81369Y803

Exited Positions (4)

— UNILEVER PLC 0.6%

Value ($000) $2,192 Shares 36,970 Est. Cost $42.89 Unrealized —

CART MAPLEBEAR INC 0.5%

Value ($000) $2,023 Shares 55,041 Est. Cost $29.26 Unrealized +39.9%

EFA ISHARES TR 0.1%

Value ($000) $262 Shares 2,810 Est. Cost $52.91 Unrealized —

PXH INVESCO EXCH TRADED FD TR II 0.1%

Value ($000) $222 Shares 8,725 Est. Cost $23.39 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	UNILEVER PLC	36,970	$2,192	0.6%	$42.89	—	—	904767704
CART	MAPLEBEAR INC	55,041	$2,023	0.5%	$29.26	+39.9%	—	565394103
EFA	ISHARES TR	2,810	$262	0.1%	$52.91	—	—	464287465
PXH	INVESCO EXCH TRADED FD TR II	8,725	$222	0.1%	$23.39	—	—	46138E727

Decreased Positions (18)

RBLX ROBLOX CORP 2.1%

Value ($000) $7,956 (-54.5%) Shares 98,184 (-22.3%) Est. Cost $39.00 Unrealized +172.2%

JMST J P MORGAN EXCHANGE TRADED F 0.6%

Value ($000) $2,118 (-35.3%) Shares 41,494 (-35.3%) Est. Cost $42.98 Unrealized —

ORCL ORACLE CORP 0.6%

Value ($000) $2,326 (-32.0%) Shares 11,933 (-1.9%) Est. Cost $76.97 Unrealized +209.3%

GOOGL ALPHABET INC 1.0%

Value ($000) $3,901 (+17.0%) Shares 12,463 (-9.1%) Est. Cost $125.82 Unrealized +127.0%

CMF ISHARES TR 0.1%

Value ($000) $347 (-50.4%) Shares 6,042 (-50.8%) Est. Cost $57.25 Unrealized —

LLY ELI LILLY & CO 0.3%

Value ($000) $1,084 (+17.5%) Shares 1,009 (-16.5%) Est. Cost $792.75 Unrealized +20.5%

JNJ JOHNSON & JOHNSON 0.4%

Value ($000) $1,647 (+8.9%) Shares 7,957 (-2.5%) Est. Cost $148.90 Unrealized +32.3%

SCHB SCHWAB STRATEGIC TR 0.1%

Value ($000) $535 (-13.6%) Shares 20,378 (-15.3%) Est. Cost $19.81 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $753 (-8.8%) Shares 8,996 (-8.4%) Est. Cost $80.37 Unrealized —

ACN ACCENTURE PLC IRELAND 0.2%

Value ($000) $705 (+5.7%) Shares 2,627 (-2.8%) Est. Cost $303.86 Unrealized -16.4%

XLC SELECT SECTOR SPDR TR 0.1%

Value ($000) $239 (-13.7%) Shares 2,028 (-13.3%) Est. Cost $85.66 Unrealized —

SCHW SCHWAB CHARLES CORP 0.1%

Value ($000) $222 (-14.4%) Shares 2,224 (-18.2%) Est. Cost $76.76 Unrealized +23.4%

BNDX VANGUARD CHARLOTTE FDS 0.2%

Value ($000) $795 (-4.1%) Shares 16,444 (-1.8%) Est. Cost $34.90 Unrealized —

SBUX STARBUCKS CORP 0.2%

Value ($000) $837 (-3.3%) Shares 9,939 (-2.8%) Est. Cost $86.89 Unrealized -3.3%

VIG VANGUARD SPECIALIZED FUNDS 0.2%

Value ($000) $754 (-3.0%) Shares 3,429 (-4.4%) Est. Cost $171.27 Unrealized —

IEMG ISHARES INC 0.1%

Value ($000) $303 (-0.6%) Shares 4,510 (-2.6%) Est. Cost $60.03 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.1%

Value ($000) $560 (+0.2%) Shares 23,280 (-3.0%) Est. Cost $26.36 Unrealized —

VTI VANGUARD INDEX FDS 0.1%

Value ($000) $395 (+0.1%) Shares 1,177 (-1.8%) Est. Cost $308.44 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
RBLX	ROBLOX CORP	98,184 (-22.3%)	$7,956 (-54.5%)	2.1%	$39.00	+172.2%	CL A	771049103
JMST	J P MORGAN EXCHANGE TRADED F	41,494 (-35.3%)	$2,118 (-35.3%)	0.6%	$42.98	—	ULTRA SHT MUNCPL	46641Q654
ORCL	ORACLE CORP	11,933 (-1.9%)	$2,326 (-32.0%)	0.6%	$76.97	+209.3%	COM	68389X105
GOOGL	ALPHABET INC	12,463 (-9.1%)	$3,901 (+17.0%)	1.0%	$125.82	+127.0%	CAP STK CL A	02079K305
CMF	ISHARES TR	6,042 (-50.8%)	$347 (-50.4%)	0.1%	$57.25	—	CALIF MUN BD ETF	464288356
LLY	ELI LILLY & CO	1,009 (-16.5%)	$1,084 (+17.5%)	0.3%	$792.75	+20.5%	COM	532457108
JNJ	JOHNSON & JOHNSON	7,957 (-2.5%)	$1,647 (+8.9%)	0.4%	$148.90	+32.3%	COM	478160104
SCHB	SCHWAB STRATEGIC TR	20,378 (-15.3%)	$535 (-13.6%)	0.1%	$19.81	—	US BRD MKT ETF	808524102
VCIT	VANGUARD SCOTTSDALE FDS	8,996 (-8.4%)	$753 (-8.8%)	0.2%	$80.37	—	INT-TERM CORP	92206C870
ACN	ACCENTURE PLC IRELAND	2,627 (-2.8%)	$705 (+5.7%)	0.2%	$303.86	-16.4%	SHS CLASS A	G1151C101
XLC	SELECT SECTOR SPDR TR	2,028 (-13.3%)	$239 (-13.7%)	0.1%	$85.66	—	STATE STREET COM	81369Y852
SCHW	SCHWAB CHARLES CORP	2,224 (-18.2%)	$222 (-14.4%)	0.1%	$76.76	+23.4%	COM	808513105
BNDX	VANGUARD CHARLOTTE FDS	16,444 (-1.8%)	$795 (-4.1%)	0.2%	$34.90	—	TOTAL INT BD ETF	92203J407
SBUX	STARBUCKS CORP	9,939 (-2.8%)	$837 (-3.3%)	0.2%	$86.89	-3.3%	COM	855244109
VIG	VANGUARD SPECIALIZED FUNDS	3,429 (-4.4%)	$754 (-3.0%)	0.2%	$171.27	—	DIV APP ETF	921908844
IEMG	ISHARES INC	4,510 (-2.6%)	$303 (-0.6%)	0.1%	$60.03	—	CORE MSCI EMKT	46434G103
SCHF	SCHWAB STRATEGIC TR	23,280 (-3.0%)	$560 (+0.2%)	0.1%	$26.36	—	INTL EQTY ETF	808524805
VTI	VANGUARD INDEX FDS	1,177 (-1.8%)	$395 (+0.1%)	0.1%	$308.44	—	TOTAL STK MKT	922908769

Unchanged Positions (45)

COIN COINBASE GLOBAL INC 4.4%

Value ($000) $16,773 Shares 74,170 Est. Cost $195.40 Unrealized +52.5%

GLD SPDR GOLD TR 4.4%

Value ($000) $16,521 Shares 41,686 Est. Cost $86.46 Unrealized —

ACWI ISHARES TR 15.5%

Value ($000) $58,613 Shares 414,254 Est. Cost $21.63 Unrealized —

IAU ISHARES GOLD TR 4.2%

Value ($000) $16,063 Shares 197,895 Est. Cost $16.42 Unrealized —

ACRS ACLARIS THERAPEUTICS INC 0.6%

Value ($000) $2,152 Shares 714,823 Est. Cost $1.74 Unrealized +44.9%

VT VANGUARD INTL EQUITY INDEX F 3.9%

Value ($000) $14,863 Shares 105,364 Est. Cost $87.65 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 2.4%

Value ($000) $8,913 Shares 142,678 Est. Cost $45.41 Unrealized —

IMNM IMMUNOME INC 0.2%

Value ($000) $808 Shares 37,615 Est. Cost $11.42 Unrealized +53.7%

AAPL APPLE INC 1.4%

Value ($000) $5,206 Shares 19,150 Est. Cost $187.30 Unrealized +43.3%

PXF INVESCO EXCH TRADED FD TR II 1.4%

Value ($000) $5,248 Shares 80,074 Est. Cost $45.17 Unrealized —

PRF INVESCO EXCHANGE TRADED FD T 1.8%

Value ($000) $6,810 Shares 145,148 Est. Cost $37.75 Unrealized —

MSFT MICROSOFT CORP 0.8%

Value ($000) $3,036 Shares 6,278 Est. Cost $365.41 Unrealized +37.0%

PANW PALO ALTO NETWORKS INC 0.4%

Value ($000) $1,632 Shares 8,858 Est. Cost $143.34 Unrealized +40.7%

IBIT ISHARES BITCOIN TRUST ETF 0.1%

Value ($000) $512 Shares 10,310 Est. Cost $51.26 Unrealized —

CHRW C H ROBINSON WORLDWIDE INC 0.2%

Value ($000) $812 Shares 5,033 Est. Cost $92.36 Unrealized +59.5%

GOOG ALPHABET INC 0.2%

Value ($000) $608 Shares 1,936 Est. Cost $150.28 Unrealized +90.5%

ASML ASML HOLDING N V 0.3%

Value ($000) $1,317 Shares 1,231 Est. Cost $693.46 Unrealized —

HD HOME DEPOT INC 0.2%

Value ($000) $633 Shares 1,839 Est. Cost $317.85 Unrealized +14.7%

RTX RTX CORPORATION 0.3%

Value ($000) $1,061 Shares 5,783 Est. Cost $85.91 Unrealized +101.8%

IWF ISHARES TR 2.2%

Value ($000) $8,231 Shares 17,390 Est. Cost $183.28 Unrealized —

PRFZ INVESCO EXCHANGE TRADED FD T 3.2%

Value ($000) $12,197 Shares 265,783 Est. Cost $36.57 Unrealized —

TMO THERMO FISHER SCIENTIFIC INC 0.1%

Value ($000) $304 Shares 525 Est. Cost $541.37 Unrealized +4.4%

WDAY WORKDAY INC 0.1%

Value ($000) $398 Shares 1,852 Est. Cost $238.74 Unrealized -4.8%

DASH DOORDASH INC 0.1%

Value ($000) $218 Shares 962 Est. Cost $200.58 Unrealized +16.9%

SPYG SPDR SERIES TRUST 0.5%

Value ($000) $1,942 Shares 18,200 Est. Cost $55.36 Unrealized —

PG PROCTER AND GAMBLE CO 0.1%

Value ($000) $502 Shares 3,503 Est. Cost $150.63 Unrealized -2.3%

COST COSTCO WHSL CORP NEW 0.1%

Value ($000) $468 Shares 543 Est. Cost $690.94 Unrealized +31.1%

WEAV WEAVE COMMUNICATIONS INC 0.1%

Value ($000) $238 Shares 31,372 Est. Cost $4.81 Unrealized +38.1%

V VISA INC 0.3%

Value ($000) $983 Shares 2,803 Est. Cost $241.94 Unrealized +40.7%

RBRK RUBRIK INC. 0.1%

Value ($000) $341 Shares 4,464 Est. Cost $85.96 Unrealized -10.8%

GS GOLDMAN SACHS GROUP INC 0.1%

Value ($000) $272 Shares 309 Est. Cost $323.64 Unrealized +151.3%

MDT MEDTRONIC PLC 0.5%

Value ($000) $1,946 Shares 20,106 Est. Cost $83.64 Unrealized +16.1%

WMT WALMART INC 0.1%

Value ($000) $229 Shares 2,053 Est. Cost $51.90 Unrealized +106.5%

PEP PEPSICO INC 0.1%

Value ($000) $562 Shares 3,891 Est. Cost $151.49 Unrealized -3.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%

Value ($000) $2,492 Shares 4,958 Est. Cost $361.98 Unrealized +37.4%

GD GENERAL DYNAMICS CORP 0.3%

Value ($000) $1,315 Shares 3,906 Est. Cost $205.82 Unrealized +65.6%

IUSG ISHARES TR 0.2%

Value ($000) $687 Shares 4,091 Est. Cost $97.55 Unrealized —

JPM JPMORGAN CHASE & CO. 0.2%

Value ($000) $657 Shares 2,040 Est. Cost $184.28 Unrealized +68.0%

INTU INTUIT 0.1%

Value ($000) $444 Shares 671 Est. Cost $537.48 Unrealized +22.9%

DIS DISNEY WALT CO 0.5%

Value ($000) $2,003 Shares 17,499 Est. Cost $104.69 Unrealized +4.6%

MINT PIMCO ETF TR 0.3%

Value ($000) $1,318 Shares 13,090 Est. Cost $37.21 Unrealized —

IWN ISHARES TR 0.1%

Value ($000) $330 Shares 1,820 Est. Cost $4.77 Unrealized —

PECO PHILLIPS EDISON & CO INC 0.1%

Value ($000) $222 Shares 6,231 Est. Cost $32.71 Unrealized —

CRVS CORVUS PHARMACEUTICALS INC 0.0%

Value ($000) $172 Shares 22,371 Est. Cost $7.47 Unrealized +5.6%

TSLA TESLA INC 0.2%

Value ($000) $628 Shares 1,396 Est. Cost $301.28 Unrealized +47.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
COIN	COINBASE GLOBAL INC	74,170	$16,773	4.4%	$195.40	+52.5%	COM CL A	19260Q107
GLD	SPDR GOLD TR	41,686	$16,521	4.4%	$86.46	—	GOLD SHS	78463V107
ACWI	ISHARES TR	414,254	$58,613	15.5%	$21.63	—	MSCI ACWI ETF	464288257
IAU	ISHARES GOLD TR	197,895	$16,063	4.2%	$16.42	—	ISHARES NEW	464285204
ACRS	ACLARIS THERAPEUTICS INC	714,823	$2,152	0.6%	$1.74	+44.9%	COM	00461U105
VT	VANGUARD INTL EQUITY INDEX F	105,364	$14,863	3.9%	$87.65	—	TT WRLD ST ETF	922042742
VEA	VANGUARD TAX-MANAGED FDS	142,678	$8,913	2.4%	$45.41	—	VAN FTSE DEV MKT	921943858
IMNM	IMMUNOME INC	37,615	$808	0.2%	$11.42	+53.7%	COM	45257U108
AAPL	APPLE INC	19,150	$5,206	1.4%	$187.30	+43.3%	COM	037833100
PXF	INVESCO EXCH TRADED FD TR II	80,074	$5,248	1.4%	$45.17	—	RAFI DVLPD MRKTS	46138E743
PRF	INVESCO EXCHANGE TRADED FD T	145,148	$6,810	1.8%	$37.75	—	RAFI US 1000 ETF	46137V613
MSFT	MICROSOFT CORP	6,278	$3,036	0.8%	$365.41	+37.0%	COM	594918104
PANW	PALO ALTO NETWORKS INC	8,858	$1,632	0.4%	$143.34	+40.7%	COM	697435105
IBIT	ISHARES BITCOIN TRUST ETF	10,310	$512	0.1%	$51.26	—	SHS BEN INT	46438F101
CHRW	C H ROBINSON WORLDWIDE INC	5,033	$812	0.2%	$92.36	+59.5%	COM NEW	12541W209
GOOG	ALPHABET INC	1,936	$608	0.2%	$150.28	+90.5%	CAP STK CL C	02079K107
ASML	ASML HOLDING N V	1,231	$1,317	0.3%	$693.46	—	N Y REGISTRY SHS	N07059210
HD	HOME DEPOT INC	1,839	$633	0.2%	$317.85	+14.7%	COM	437076102
RTX	RTX CORPORATION	5,783	$1,061	0.3%	$85.91	+101.8%	COM	75513E101
IWF	ISHARES TR	17,390	$8,231	2.2%	$183.28	—	RUS 1000 GRW ETF	464287614
PRFZ	INVESCO EXCHANGE TRADED FD T	265,783	$12,197	3.2%	$36.57	—	RAFI US 1500	46137V597
TMO	THERMO FISHER SCIENTIFIC INC	525	$304	0.1%	$541.37	+4.4%	COM	883556102
WDAY	WORKDAY INC	1,852	$398	0.1%	$238.74	-4.8%	CL A	98138H101
DASH	DOORDASH INC	962	$218	0.1%	$200.58	+16.9%	CL A	25809K105
SPYG	SPDR SERIES TRUST	18,200	$1,942	0.5%	$55.36	—	STATE STREET SPD	78464A409
PG	PROCTER AND GAMBLE CO	3,503	$502	0.1%	$150.63	-2.3%	COM	742718109
COST	COSTCO WHSL CORP NEW	543	$468	0.1%	$690.94	+31.1%	COM	22160K105
WEAV	WEAVE COMMUNICATIONS INC	31,372	$238	0.1%	$4.81	+38.1%	COM	94724R108
V	VISA INC	2,803	$983	0.3%	$241.94	+40.7%	COM CL A	92826C839
RBRK	RUBRIK INC.	4,464	$341	0.1%	$85.96	-10.8%	CL A	781154109
GS	GOLDMAN SACHS GROUP INC	309	$272	0.1%	$323.64	+151.3%	COM	38141G104
MDT	MEDTRONIC PLC	20,106	$1,946	0.5%	$83.64	+16.1%	SHS	G5960L103
WMT	WALMART INC	2,053	$229	0.1%	$51.90	+106.5%	COM	931142103
PEP	PEPSICO INC	3,891	$562	0.1%	$151.49	-3.7%	COM	713448108
BRK/B	BERKSHIRE HATHAWAY INC DEL	4,958	$2,492	0.7%	$361.98	+37.4%	CL B NEW	084670702
GD	GENERAL DYNAMICS CORP	3,906	$1,315	0.3%	$205.82	+65.6%	COM	369550108
IUSG	ISHARES TR	4,091	$687	0.2%	$97.55	—	CORE S&P US GWT	464287671
JPM	JPMORGAN CHASE & CO.	2,040	$657	0.2%	$184.28	+68.0%	COM	46625H100
INTU	INTUIT	671	$444	0.1%	$537.48	+22.9%	COM	461202103
DIS	DISNEY WALT CO	17,499	$2,003	0.5%	$104.69	+4.6%	COM	254687106
MINT	PIMCO ETF TR	13,090	$1,318	0.3%	$37.21	—	ENHAN SHRT MA AC	72201R833
IWN	ISHARES TR	1,820	$330	0.1%	$4.77	—	RUS 2000 VAL ETF	464287630
PECO	PHILLIPS EDISON & CO INC	6,231	$222	0.1%	$32.71	—	COMMON STOCK	71844V201
CRVS	CORVUS PHARMACEUTICALS INC	22,371	$172	0.0%	$7.47	+5.6%	COM	221015100
TSLA	TESLA INC	1,396	$628	0.2%	$301.28	+47.1%	COM	88160R101