| AAPL - Apple Inc Ordinary Shares | | Add 2% ($263.8K) | 4.39% | $15.2M | +18.34% | -0.44% | |
| BIV - Vanguard Group, Inc. Intermediate-Term Bond Etf | | Add 9% ($1.1M) | 3.85% | $13.3M | +0.02% | -0.46% | |
| DFCF - Dimensional Etf Trust Core Fixed Income | | Add 7% ($823.7K) | 3.65% | $12.6M | +0.49% | -0.20% | |
| BSV - Vanguard Group, Inc. Short-Term Bond Etf | | Add 6% ($540.0K) | 2.86% | $9.9M | +0.87% | +0.40% | |
| VIG - Vanguard Group, Inc. Dividend Appreciation Ftf | | Add 5% ($400.7K) | 2.54% | $8.8M | | | |
| DFSD - Dimensional Etf Trust Short-Duration Fixed Income | | Add 22% ($1.5M) | 2.38% | $8.3M | +1.14% | +0.58% | |
| VYM - Vanguard High Dividend Yield Etf | | Add 3% ($259.5K) | 2.37% | $8.2M | | | |
| MSFT - Microsoft | | Add 1% ($72.0K) | 2.29% | $7.9M | -18.60% | -10.54% | |
| BND - Vanguard Total Bond Market Etf | | Reduce 6% $(457.4K) | 2.11% | $7.3M | | | |
| VWOB - Vanguard Group, Inc. Emerging Markets Government Bond Etf | | | 2.09% | $7.2M | +2.98% | +1.20% | |
| BRK.B - Berkshire Hathaway Inc. Ordinary Shares - Class B | | | 2.00% | $6.9M | -2.13% | -0.94% | |
| NVDA - Nvidia Corp Ordinary Shares | | | 2.00% | $6.9M | +21.80% | -1.17% | |
| AGG - Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf | | Reduce 3% $(237.4K) | 1.96% | $6.8M | +0.20% | -0.35% | |
| DFAT - Dimensional Etf Trust U.S. Targeted Value | | Add 7% ($437.2K) | 1.92% | $6.7M | +18.73% | +10.80% | |
| BNDX - Vanguard Group, Inc. Total International Bond Etf | | Reduce 5% $(354.9K) | 1.90% | $6.6M | -0.45% | -0.50% | |
| STIP - Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf | | Reduce 4% $(282.2K) | 1.78% | $6.2M | +2.00% | -0.05% | |
| IGIB - Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf | | Add 12% ($575.8K) | 1.51% | $5.2M | +0.63% | -0.03% | |
| VUG - Vanguard Group, Inc. Growth Etf | | Add 5% ($258.0K) | 1.50% | $5.2M | +10.17% | -0.16% | |
| GOOG - Alphabet Inc Ordinary Shares - Class C | | Add 12% ($540.0K) | 1.43% | $5.0M | | | |
| LNT - Alliant Energy Corp. Ordinary Shares | | Reduce 1% $(27.0K) | 1.40% | $4.9M | +8.98% | -0.39% | |
| AMZN - Amazon.com Inc. Ordinary Shares | | Add 3% ($115.7K) | 1.25% | $4.3M | +25.37% | +7.66% | |
| EBND - Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | | Reduce 6% $(282.4K) | 1.19% | $4.1M | +2.39% | +1.72% | |
| VTV - Vanguard Group, Inc. Value Etf | | Add 1% ($58.7K) | 1.15% | $4.0M | +13.84% | +6.41% | |
| VFH - Vanguard Group, Inc. Financials Etf | | Reduce 3% $(112.9K) | 1.02% | $3.5M | +0.52% | +3.98% | |
| VO - Vanguard Group, Inc. Mid-Cap Etf | | Reduce 3% $(84.3K) | 0.95% | $3.3M | | | |
| DFAI - Dimensional Etf Trust International Core Equity Market | | Add 41% ($946.5K) | 0.94% | $3.2M | +15.15% | +7.76% | |
| DFIV - Dimensional Etf Trust International Value | | Add 21% ($534.6K) | 0.88% | $3.1M | +22.42% | +12.10% | |
| DFAC - Dimensional Etf Trust U.S. Core Equity 2 | | Add 3% ($75.2K) | 0.87% | $3.0M | +14.06% | +5.26% | |
| DFGP - Dimensional Etf Trust Global Core Plus Fixed Income | | Add 2% ($70.8K) | 0.86% | $3.0M | +0.31% | -0.28% | |
| SPY - Ssga Active Trust Spdr S&p 500 Etf | | | 0.84% | $2.9M | | | |
| DFAE - Dimensional Etf Trust Emerging Core Equity Market | | Add 8% ($206.9K) | 0.80% | $2.8M | +27.50% | +7.77% | |
| JPM - JPMorgan Chase & Co. | | Reduce 2% $(47.3K) | 0.76% | $2.6M | | | |
| MU - Micron Technology Inc. Ordinary Shares | | Reduce 7% $(180.2K) | 0.74% | $2.6M | +299.43% | +83.23% | |
| VB - Vanguard Group, Inc. Small Cap Etf | | Reduce 3% $(75.3K) | 0.69% | $2.4M | +15.33% | +8.21% | |
| LLY - Lilly(eli) & Co Ordinary Shares | | Reduce 3% $(76.3K) | 0.67% | $2.3M | +22.95% | +32.18% | |
| VGT - Vanguard Group, Inc. Information Technology Etf | | Add 1% ($30.6K) | 0.65% | $2.3M | +22.32% | -0.78% | |
| DUHP - Dimensional Etf Trust US High Profitability | | Add 28% ($494.6K) | 0.65% | $2.3M | +7.01% | +1.19% | |
| JNJ - Johnson & Johnson | | Reduce 1% $(24.1K) | 0.62% | $2.2M | +16.37% | +14.08% | |
| TSLA - Tesla Inc Ordinary Shares | | New Purchase | 0.61% | $2.1M | +4.58% | -1.47% | |
| CAT - Caterpiller, Inc DEL | | Reduce 1% $(31.0K) | 0.61% | $2.1M | +73.70% | +17.66% | |
| COST - Costco Wholesale Corp Ordinary Shares | | | 0.60% | $2.1M | +7.97% | +3.88% | |
| RTX - Rtx Corp Ordinary Shares | | Reduce 1% $(16.7K) | 0.60% | $2.1M | | | |
| ABBV - Abbvie Inc Ordinary Shares | | Reduce 2% $(52.8K) | 0.60% | $2.1M | -9.41% | -5.17% | |
| TSM - Taiwan Semiconductor Manufacturing LTD | | | 0.60% | $2.1M | +36.14% | +9.86% | |
| VWO - Vanguard Group, Inc. Ftse Emerging Markets Etf | | Reduce 1% $(24.9K) | 0.58% | $2.0M | +13.90% | +4.76% | |
| HD - Home Depot, Inc. | | Reduce 1% $(14.6K) | 0.55% | $1.9M | -18.79% | -2.82% | |
| IAGG - Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund | | Reduce 3% $(51.2K) | 0.55% | $1.9M | +0.28% | -0.08% | |
| VHT - Vanguard Group, Inc. Health Care Etf | | Reduce 1% $(14.5K) | 0.55% | $1.9M | +2.11% | +9.86% | |
| DFLV - Dimensional Etf Trust US Large Cap Value | | New Purchase | 0.53% | $1.8M | +18.72% | +8.83% | |
| META - Meta Platforms Inc Ordinary Shares - Class A | | | 0.51% | $1.8M | -15.16% | -14.49% | |
| VMBS - Vanguard Group, Inc. Mortgage-Backed Securities Etf | | Reduce 100% | 0.00% | $0.00 | | | |
| TIP - IShares US Treasury Inflation Protected | | Reduce 100% | 0.00% | $0.00 | | | |