| AAPL - Apple Inc Ordinary Shares | | Add 7% ($906.5K) | 5.23% | $14.8M | +25.47% | -13.63% | +11.24% |
| BIV - Vanguard Group, Inc. Intermediate-Term Bond Etf | | Add 10% ($938.8K) | 3.79% | $10.7M | +9.88% | +3.35% | +10.19% |
| DFCF - Dimensional Etf Trust Core Fixed Income | | Add 31% ($2.2M) | 3.33% | $9.5M | +9.66% | +2.18% | +9.70% |
| BSV - Vanguard Group, Inc. Short-Term Bond Etf | | Add 12% ($906.8K) | 2.90% | $8.2M | +6.72% | +2.20% | +6.42% |
| BND - Vanguard Total Bond Market Etf | | Add 4% ($276.5K) | 2.49% | $7.1M | +8.61% | +2.77% | +8.75% |
| BNDX - Vanguard Group, Inc. Total International Bond Etf | | Add 7% ($471.1K) | 2.42% | $6.9M | +4.32% | +1.89% | +4.74% |
| VIG - Vanguard Group, Inc. Dividend Appreciation Ftf | | Add 5% ($331.7K) | 2.36% | $6.7M | +19.75% | -3.61% | +17.40% |
| AGG - Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf | | | 2.33% | $6.6M | +8.73% | +2.82% | +8.87% |
| VYM - Vanguard High Dividend Yield Etf | | Add 4% ($270.6K) | 2.31% | $6.6M | +25.98% | -3.56% | +19.03% |
| VWOB - Vanguard Group, Inc. Emerging Markets Government Bond Etf | | Add 3% ($205.8K) | 2.26% | $6.4M | +15.40% | +1.02% | +14.05% |
| BRK.B - Berkshire Hathaway Inc. Ordinary Shares - Class B | | Add 11% ($600.6K) | 2.12% | $6.0M | +7.64% | +18.86% | +10.70% |
| STIP - Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf | | Add 2% ($120.7K) | 2.09% | $5.9M | +8.01% | +2.60% | +6.01% |
| MSFT - Microsoft | | Add 19% ($926.0K) | 2.09% | $5.9M | -0.28% | -6.99% | +10.76% |
| DFAT - Dimensional Etf Trust U.S. Targeted Value | | Add 6% ($281.9K) | 1.82% | $5.2M | +22.22% | -14.88% | +14.97% |
| DFSD - Dimensional Etf Trust Short-Duration Fixed Income | | Add 131% ($2.9M) | 1.82% | $5.2M | +7.57% | +1.80% | +7.18% |
| NVDA - Nvidia Corp Ordinary Shares | | Add 1% ($64.7K) | 1.69% | $4.8M | +61.35% | -18.62% | +34.65% |
| LNT - Alliant Energy Corp. Ordinary Shares | | | 1.49% | $4.2M | +33.76% | +9.70% | +21.50% |
| IGIB - Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf | | Add 3% ($137.0K) | 1.49% | $4.2M | +11.27% | +2.16% | +11.37% |
| EBND - Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | | Reduce 10% $(401.3K) | 1.34% | $3.8M | +16.77% | +5.21% | +16.49% |
| AMZN - Amazon.com Inc. Ordinary Shares | | Add 2% ($69.1K) | 1.29% | $3.7M | +22.02% | -17.38% | +7.35% |
| VFH - Vanguard Group, Inc. Financials Etf | | Reduce 2% $(75.8K) | 1.16% | $3.3M | +9.62% | -3.33% | +15.23% |
| VUG - Vanguard Group, Inc. Growth Etf | | Add 11% ($328.8K) | 1.16% | $3.3M | +28.29% | -11.09% | +19.35% |
| VTV - Vanguard Group, Inc. Value Etf | | Add 5% ($148.1K) | 1.14% | $3.2M | +25.96% | -2.91% | +18.91% |
| GOOG - Alphabet Inc Ordinary Shares - Class C | | Add 6% ($161.5K) | 1.06% | $3.0M | +101.84% | -16.02% | +75.39% |
| VO - Vanguard Group, Inc. Mid-Cap Etf | | Add 5% ($124.4K) | 0.96% | $2.7M | +18.93% | -6.68% | +14.76% |
| LLY - Lilly(eli) & Co Ordinary Shares | | Add 5% ($122.7K) | 0.89% | $2.5M | +24.43% | -3.64% | +37.88% |
| SPY - Ssga Active Trust Spdr S&p 500 Etf | | Reduce 1% $(32.8K) | 0.86% | $2.4M | +28.35% | -7.46% | +19.53% |
| VMBS - Vanguard Group, Inc. Mortgage-Backed Securities Etf | | Add 2% ($46.7K) | 0.73% | $2.1M | +10.74% | +3.31% | +10.38% |
| VB - Vanguard Group, Inc. Small Cap Etf | | Add 4% ($73.3K) | 0.73% | $2.1M | +21.53% | -13.53% | +14.57% |
| JPM - JPMorgan Chase & Co. | | Reduce 1% $(18.0K) | 0.73% | $2.1M | +26.81% | -2.68% | +29.47% |
| COST - Costco Wholesale Corp Ordinary Shares | | Add 1% ($13.7K) | 0.73% | $2.1M | +9.00% | +6.07% | +3.42% |
| VHT - Vanguard Group, Inc. Health Care Etf | | Reduce 1% $(24.4K) | 0.71% | $2.0M | +4.98% | -3.21% | +14.58% |
| IAGG - Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund | | Add 1% ($25.0K) | 0.64% | $1.8M | +4.78% | +1.84% | +4.72% |
| HD - Home Depot, Inc. | | Add 1% ($15.6K) | 0.63% | $1.8M | -17.74% | -7.97% | -1.35% |
| VWO - Vanguard Group, Inc. Ftse Emerging Markets Etf | | Reduce 2% $(31.8K) | 0.62% | $1.8M | +43.84% | +0.80% | +33.57% |
| JNJ - Johnson & Johnson | | Reduce 10% $(200.6K) | 0.62% | $1.8M | +58.77% | +7.68% | +55.88% |
| DFAE - Dimensional Etf Trust Emerging Core Equity Market | | Add 2% ($27.9K) | 0.62% | $1.7M | +65.24% | +0.50% | +40.49% |
| DFAC - Dimensional Etf Trust U.S. Core Equity 2 | | Add 12% ($185.2K) | 0.61% | $1.7M | +26.35% | -9.02% | +18.45% |
| VGT - Vanguard Group, Inc. Information Technology Etf | | | 0.60% | $1.7M | +49.02% | -14.56% | +23.59% |
| VBR - Vanguard Group, Inc. Small Cap Value Etf | | Reduce 3% $(44.4K) | 0.59% | $1.7M | +20.11% | -11.96% | +14.80% |
| ABBV - Abbvie Inc Ordinary Shares | | Reduce 2% $(40.7K) | 0.58% | $1.7M | +20.78% | +2.37% | +30.03% |
| TIP - IShares US Treasury Inflation Protected | | | 0.58% | $1.7M | +8.94% | +2.73% | +7.50% |
| CAT - Caterpiller, Inc DEL | | Add 16% ($222.7K) | 0.58% | $1.7M | +158.50% | -18.13% | +77.40% |
| RTX - Rtx Corp Ordinary Shares | | Reduce 2% $(34.6K) | 0.55% | $1.6M | +53.71% | +9.29% | +70.55% |
| DFIV - Dimensional Etf Trust International Value | | Add 2% ($23.4K) | 0.51% | $1.5M | +62.10% | +7.12% | +50.29% |
| MRK - Merck & Co Inc Ordinary Shares | | Add 19% ($231.9K) | 0.50% | $1.4M | +14.87% | -21.14% | +13.75% |
| MU - Micron Technology Inc. Ordinary Shares | | New Purchase | 0.49% | $1.4M | +722.54% | -26.73% | +244.61% |
| DFAI - Dimensional Etf Trust International Core Equity Market | | | 0.44% | $1.2M | +48.12% | +6.16% | +40.07% |
| DE - Deere & Co. | | New Purchase | 0.44% | $1.2M | +38.97% | +8.96% | +20.53% |
| ADP - Automatic Data Processing | | New Purchase | 0.43% | $1.2M | -24.85% | +4.43% | -8.98% |
| KO - Coca Cola Co | | Reduce 100% | 0.00% | $0.00 | | | |
| FITB - Fifth Third Bancorp Ordinary Shares | | Reduce 100% | 0.00% | $0.00 | | | |
| IBB - Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf | | Reduce 100% | 0.00% | $0.00 | | | |