| BIV - Vanguard Group, Inc. Intermediate-Term Bond Etf | | Reduce 2% $(217.2K) | 3.79% | $12.1M | +2.68% | +1.98% | |
| AAPL - Apple Inc Ordinary Shares | | | 3.77% | $12.0M | +39.35% | +27.74% | |
| DFCF - Dimensional Etf Trust Core Fixed Income | | Add 3% ($339.6K) | 3.66% | $11.7M | +3.44% | +2.29% | |
| BSV - Vanguard Group, Inc. Short-Term Bond Etf | | Add 1% ($71.4K) | 2.92% | $9.3M | +2.48% | +1.33% | |
| VIG - Vanguard Group, Inc. Dividend Appreciation Ftf | | Add 1% ($93.5K) | 2.50% | $8.0M | | | |
| BND - Vanguard Total Bond Market Etf | | Reduce 3% $(267.6K) | 2.41% | $7.7M | | | |
| MSFT - Microsoft | | Add 3% ($252.7K) | 2.36% | $7.5M | -22.42% | -3.20% | |
| VYM - Vanguard High Dividend Yield Etf | | Add 1% ($62.1K) | 2.36% | $7.5M | | | |
| VWOB - Vanguard Group, Inc. Emerging Markets Government Bond Etf | | | 2.21% | $7.1M | +6.92% | +4.65% | |
| AGG - Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf | | Reduce 5% $(352.2K) | 2.18% | $6.9M | +3.04% | +2.23% | |
| BNDX - Vanguard Group, Inc. Total International Bond Etf | | Reduce 4% $(271.1K) | 2.17% | $6.9M | +0.88% | +1.31% | |
| DFSD - Dimensional Etf Trust Short-Duration Fixed Income | | Reduce 2% $(153.6K) | 2.11% | $6.7M | +2.79% | +1.41% | |
| BRK.B - Berkshire Hathaway Inc. Ordinary Shares - Class B | | Reduce 3% $(228.3K) | 2.11% | $6.7M | +1.28% | +0.47% | |
| STIP - Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf | | Reduce 4% $(233.6K) | 2.02% | $6.4M | +3.37% | +1.06% | |
| NVDA - Nvidia Corp Ordinary Shares | | Add 1% ($71.4K) | 1.83% | $5.8M | +26.07% | +18.84% | |
| DFAT - Dimensional Etf Trust U.S. Targeted Value | | Reduce 1% $(38.3K) | 1.81% | $5.8M | +25.16% | +6.34% | |
| IGIB - Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf | | Add 2% ($71.9K) | 1.44% | $4.6M | +3.47% | +2.09% | |
| VUG - Vanguard Group, Inc. Growth Etf | | Add 1% ($45.6K) | 1.41% | $4.5M | +16.37% | +11.88% | |
| EBND - Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | | | 1.38% | $4.4M | +4.53% | +1.90% | |
| LNT - Alliant Energy Corp. Ordinary Shares | | Add 1% ($26.8K) | 1.37% | $4.4M | +13.52% | +2.51% | |
| AMZN - Amazon.com Inc. Ordinary Shares | | Add 10% ($373.4K) | 1.31% | $4.2M | +23.84% | +16.94% | |
| VTV - Vanguard Group, Inc. Value Etf | | Add 3% ($97.2K) | 1.17% | $3.7M | +20.08% | +5.47% | |
| VFH - Vanguard Group, Inc. Financials Etf | | Reduce 2% $(69.6K) | 1.11% | $3.5M | +0.83% | +1.14% | |
| GOOG - Alphabet Inc Ordinary Shares - Class C | | Add 4% ($117.1K) | 1.01% | $3.2M | | | |
| VO - Vanguard Group, Inc. Mid-Cap Etf | | Reduce 3% $(90.9K) | 1.00% | $3.2M | | | |
| DFGP - Dimensional Etf Trust Global Core Plus Fixed Income | | Add 13% ($328.0K) | 0.89% | $2.8M | +2.83% | +2.12% | |
| DFAC - Dimensional Etf Trust U.S. Core Equity 2 | | Add 2% ($60.2K) | 0.86% | $2.7M | +19.88% | +7.81% | |
| SPY - Ssga Active Trust Spdr S&p 500 Etf | | Reduce 5% $(136.5K) | 0.84% | $2.7M | | | |
| JPM - JPMorgan Chase & Co. | | Reduce 1% $(37.4K) | 0.78% | $2.5M | | | |
| LLY - Lilly(eli) & Co Ordinary Shares | | | 0.77% | $2.5M | +30.17% | +20.31% | |
| DFIV - Dimensional Etf Trust International Value | | Add 17% ($344.1K) | 0.73% | $2.3M | +31.27% | +8.61% | |
| DFAE - Dimensional Etf Trust Emerging Core Equity Market | | Add 6% ($128.2K) | 0.73% | $2.3M | +39.96% | +13.50% | |
| VB - Vanguard Group, Inc. Small Cap Etf | | Reduce 2% $(43.8K) | 0.72% | $2.3M | +22.16% | +6.91% | |
| COST - Costco Wholesale Corp Ordinary Shares | | Reduce 1% $(18.8K) | 0.70% | $2.2M | +6.83% | -1.08% | |
| DFAI - Dimensional Etf Trust International Core Equity Market | | Add 37% ($594.3K) | 0.69% | $2.2M | +24.03% | +8.09% | |
| VMBS - Vanguard Group, Inc. Mortgage-Backed Securities Etf | | Reduce 9% $(190.5K) | 0.64% | $2.0M | +4.67% | +2.87% | |
| MU - Micron Technology Inc. Ordinary Shares | | Reduce 3% $(54.2K) | 0.64% | $2.0M | +655.03% | +122.62% | |
| VGT - Vanguard Group, Inc. Information Technology Etf | | Add 1% ($19.9K) | 0.62% | $2.0M | +33.60% | +16.64% | |
| IAGG - Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund | | Add 1% ($10.2K) | 0.61% | $1.9M | +1.38% | +1.11% | |
| VWO - Vanguard Group, Inc. Ftse Emerging Markets Etf | | | 0.58% | $1.9M | +24.38% | +11.27% | |
| RTX - Rtx Corp Ordinary Shares | | Reduce 7% $(133.8K) | 0.58% | $1.8M | | | |
| VHT - Vanguard Group, Inc. Health Care Etf | | Reduce 8% $(152.0K) | 0.57% | $1.8M | +12.67% | +12.51% | |
| JNJ - Johnson & Johnson | | Add 1% ($13.0K) | 0.56% | $1.8M | +36.37% | +13.39% | |
| META - Meta Platforms Inc Ordinary Shares - Class A | | New Purchase | 0.56% | $1.8M | -21.09% | -16.11% | |
| HD - Home Depot, Inc. | | | 0.55% | $1.7M | -13.74% | +3.45% | |
| CAT - Caterpiller, Inc DEL | | Reduce 1% $(11.6K) | 0.55% | $1.7M | +118.61% | +34.02% | |
| ABBV - Abbvie Inc Ordinary Shares | | | 0.54% | $1.7M | +9.31% | +12.41% | |
| TSM - Taiwan Semiconductor Manufacturing LTD | | New Purchase | 0.52% | $1.7M | +72.85% | +29.71% | |
| TIP - IShares US Treasury Inflation Protected | | Reduce 2% $(32.5K) | 0.52% | $1.7M | +3.20% | +1.73% | |
| DUHP - Dimensional Etf Trust US High Profitability | | New Purchase | 0.52% | $1.7M | +11.92% | +5.87% | |
| DE - Deere & Co. | | Reduce 100% | 0.00% | $0.00 | | | |
| DFLV - Dimensional Etf Trust US Large Cap Value | | Reduce 100% | 0.00% | $0.00 | | | |
| VBR - Vanguard Group, Inc. Small Cap Value Etf | | Reduce 100% | 0.00% | $0.00 | | | |