| AAPL - Apple Inc Ordinary Shares | | Reduce 1% $(67.3K) | 4.31% | $13.1M | +39.15% | -1.20% | +23.12% |
| BIV - Vanguard Group, Inc. Intermediate-Term Bond Etf | | Add 11% ($1.2M) | 4.01% | $12.2M | +6.54% | +2.40% | +6.90% |
| DFCF - Dimensional Etf Trust Core Fixed Income | | Add 17% ($1.7M) | 3.72% | $11.3M | +7.40% | +2.67% | +7.58% |
| BSV - Vanguard Group, Inc. Short-Term Bond Etf | | Add 11% ($875.4K) | 3.03% | $9.2M | +4.61% | +1.46% | +4.68% |
| BND - Vanguard Total Bond Market Etf | | Add 10% ($720.0K) | 2.62% | $7.9M | | | |
| BRK.B - Berkshire Hathaway Inc. Ordinary Shares - Class B | | Add 8% ($567.7K) | 2.51% | $7.6M | -9.69% | -10.30% | -9.57% |
| VIG - Vanguard Group, Inc. Dividend Appreciation Ftf | | Add 13% ($847.5K) | 2.46% | $7.5M | | | |
| AGG - Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf | | Add 8% ($523.3K) | 2.40% | $7.3M | +5.94% | +1.60% | +6.23% |
| VYM - Vanguard High Dividend Yield Etf | | Add 9% ($587.2K) | 2.38% | $7.2M | | | |
| BNDX - Vanguard Group, Inc. Total International Bond Etf | | Add 4% ($269.0K) | 2.34% | $7.1M | +2.72% | +1.05% | +2.61% |
| VWOB - Vanguard Group, Inc. Emerging Markets Government Bond Etf | | Add 6% ($404.8K) | 2.28% | $6.9M | +13.83% | +4.92% | +13.43% |
| DFSD - Dimensional Etf Trust Short-Duration Fixed Income | | Add 31% ($1.6M) | 2.25% | $6.8M | +5.87% | +2.39% | +5.88% |
| STIP - Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf | | Add 10% ($597.0K) | 2.21% | $6.7M | +5.24% | +1.36% | +4.59% |
| DFAT - Dimensional Etf Trust U.S. Targeted Value | | Add 16% ($766.0K) | 1.83% | $5.5M | +42.56% | +18.68% | +39.50% |
| MSFT - Microsoft | | Add 4% ($226.7K) | 1.81% | $5.5M | +5.75% | +28.16% | -1.50% |
| LNT - Alliant Energy Corp. Ordinary Shares | | Add 1% ($26.0K) | 1.53% | $4.6M | +23.95% | +3.80% | +23.10% |
| IGIB - Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf | | Add 3% ($144.4K) | 1.47% | $4.5M | +9.04% | +3.86% | +9.17% |
| EBND - Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | | Add 5% ($204.7K) | 1.36% | $4.1M | +11.26% | +6.33% | +11.61% |
| NVDA - Nvidia Corp Ordinary Shares | | Add 2% ($77.7K) | 1.30% | $4.0M | +92.35% | +43.79% | +65.94% |
| VUG - Vanguard Group, Inc. Growth Etf | | Add 27% ($806.5K) | 1.24% | $3.8M | +41.91% | +20.37% | +27.34% |
| VTV - Vanguard Group, Inc. Value Etf | | Add 8% ($263.4K) | 1.17% | $3.6M | +29.84% | +9.52% | +26.32% |
| VFH - Vanguard Group, Inc. Financials Etf | | Add 2% ($63.6K) | 1.12% | $3.4M | +13.11% | +14.19% | +14.00% |
| AMZN - Amazon.com Inc. Ordinary Shares | | Add 4% ($141.2K) | 1.09% | $3.3M | +43.97% | +20.79% | +28.39% |
| VO - Vanguard Group, Inc. Mid-Cap Etf | | Add 14% ($368.5K) | 1.00% | $3.0M | | | |
| GOOG - Alphabet Inc Ordinary Shares - Class C | | Add 11% ($275.7K) | 0.90% | $2.7M | | | |
| LLY - Lilly(eli) & Co Ordinary Shares | | Reduce 4% $(111.5K) | 0.86% | $2.6M | +29.81% | +6.73% | +24.78% |
| SPY - Ssga Active Trust Spdr S&p 500 Etf | | Add 10% ($238.3K) | 0.84% | $2.6M | | | |
| DFGP - Dimensional Etf Trust Global Core Plus Fixed Income | | New Purchase | 0.81% | $2.5M | +6.76% | +2.72% | +6.52% |
| DFAC - Dimensional Etf Trust U.S. Core Equity 2 | | Add 48% ($801.8K) | 0.81% | $2.5M | +37.91% | +15.48% | +30.60% |
| VMBS - Vanguard Group, Inc. Mortgage-Backed Securities Etf | | Add 5% ($100.5K) | 0.73% | $2.2M | +7.29% | +1.47% | +7.49% |
| VB - Vanguard Group, Inc. Small Cap Etf | | Add 15% ($281.6K) | 0.72% | $2.2M | +39.70% | +16.49% | +33.67% |
| COST - Costco Wholesale Corp Ordinary Shares | | Add 1% ($28.4K) | 0.71% | $2.2M | +3.75% | +1.26% | +1.67% |
| JPM - JPMorgan Chase & Co. | | | 0.70% | $2.1M | | | |
| VHT - Vanguard Group, Inc. Health Care Etf | | | 0.69% | $2.1M | +8.72% | -0.21% | +11.94% |
| DFAE - Dimensional Etf Trust Emerging Core Equity Market | | Add 11% ($192.6K) | 0.65% | $2.0M | +64.89% | +17.61% | +49.30% |
| JNJ - Johnson & Johnson | | Reduce 4% $(77.9K) | 0.64% | $1.9M | +50.15% | +4.34% | +61.36% |
| ABBV - Abbvie Inc Ordinary Shares | | Reduce 1% $(28.3K) | 0.63% | $1.9M | +19.09% | +8.93% | +20.26% |
| IAGG - Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund | | Add 4% ($70.0K) | 0.62% | $1.9M | +3.17% | +1.25% | +2.98% |
| DFIV - Dimensional Etf Trust International Value | | Add 14% ($222.8K) | 0.61% | $1.8M | +52.01% | +16.69% | +51.87% |
| RTX - Rtx Corp Ordinary Shares | | | 0.59% | $1.8M | | | |
| HD - Home Depot, Inc. | | Add 3% ($47.6K) | 0.57% | $1.7M | -10.77% | +4.08% | -2.24% |
| TIP - IShares US Treasury Inflation Protected | | | 0.57% | $1.7M | +5.91% | +1.80% | +5.35% |
| VWO - Vanguard Group, Inc. Ftse Emerging Markets Etf | | Reduce 5% $(92.3K) | 0.56% | $1.7M | +42.76% | +14.52% | +35.18% |
| VGT - Vanguard Group, Inc. Information Technology Etf | | Add 8% ($116.6K) | 0.53% | $1.6M | +70.30% | +25.09% | +41.94% |
| VBR - Vanguard Group, Inc. Small Cap Value Etf | | Reduce 1% $(8.8K) | 0.52% | $1.6M | | | |
| CAT - Caterpiller, Inc DEL | | Reduce 1% $(12.2K) | 0.49% | $1.5M | +215.17% | +36.51% | +168.73% |
| MU - Micron Technology Inc. Ordinary Shares | | Add 2% ($26.5K) | 0.48% | $1.5M | +967.68% | +59.00% | +472.63% |
| DFAI - Dimensional Etf Trust International Core Equity Market | | Add 8% ($106.8K) | 0.47% | $1.4M | +39.93% | +14.55% | +38.39% |
| DFLV - Dimensional Etf Trust US Large Cap Value | | New Purchase | 0.44% | $1.3M | +35.28% | +10.49% | +31.27% |
| DE - Deere & Co. | | Reduce 2% $(33.8K) | 0.44% | $1.3M | +28.46% | +9.67% | +31.58% |
| MRK - Merck & Co Inc Ordinary Shares | | Reduce 100% | 0.00% | $0.00 | | | |
| ADP - Automatic Data Processing | | Reduce 100% | 0.00% | $0.00 | | | |