| AAPL - Apple Inc Ordinary Shares | | | 4.43% | $16.2M | +13.81% | +5.17% | |
| BIV - Vanguard Group, Inc. Intermediate-Term Bond Etf | | Add 2% ($274.3K) | 3.71% | $13.6M | +0.07% | +0.24% | |
| DFCF - Dimensional Etf Trust Core Fixed Income | | Add 8% ($948.1K) | 3.71% | $13.5M | +0.22% | +0.26% | |
| BSV - Vanguard Group, Inc. Short-Term Bond Etf | | Add 4% ($420.6K) | 2.82% | $10.3M | +0.28% | +0.35% | |
| VIG - Vanguard Group, Inc. Dividend Appreciation Ftf | | Add 6% ($504.6K) | 2.59% | $9.5M | | | |
| DFSD - Dimensional Etf Trust Short-Duration Fixed Income | | Add 14% ($1.2M) | 2.57% | $9.4M | +0.26% | +0.24% | |
| VYM - Vanguard High Dividend Yield Etf | | Add 6% ($499.7K) | 2.43% | $8.9M | | | |
| VWOB - Vanguard Group, Inc. Emerging Markets Government Bond Etf | | Add 5% ($394.4K) | 2.10% | $7.7M | +0.84% | +0.41% | |
| BND - Vanguard Total Bond Market Etf | | Add 3% ($226.4K) | 2.06% | $7.5M | | | |
| MSFT - Microsoft | | Add 1% ($83.2K) | 2.05% | $7.5M | -14.41% | -10.96% | |
| DFAT - Dimensional Etf Trust U.S. Targeted Value | | Add 6% ($429.8K) | 1.98% | $7.2M | +5.48% | +5.47% | |
| AGG - Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf | | Add 3% ($226.5K) | 1.91% | $7.0M | +0.07% | +0.23% | |
| BRK.B - Berkshire Hathaway Inc. Ordinary Shares - Class B | | Reduce 3% $(226.7K) | 1.83% | $6.7M | +1.38% | +1.09% | |
| NVDA - Nvidia Corp Ordinary Shares | | Reduce 6% $(441.1K) | 1.77% | $6.5M | +14.73% | +11.46% | |
| GOOG - Alphabet Inc Ordinary Shares - Class C | | Reduce 2% $(106.7K) | 1.72% | $6.3M | | | |
| BNDX - Vanguard Group, Inc. Total International Bond Etf | | Reduce 4% $(284.6K) | 1.68% | $6.1M | -0.32% | -0.51% | |
| STIP - Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf | | Reduce 1% $(42.2K) | 1.66% | $6.1M | +1.71% | +1.57% | |
| VUG - Vanguard Group, Inc. Growth Etf | | Add 6% ($325.4K) | 1.53% | $5.6M | +6.05% | +1.12% | |
| IGIB - Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf | | Add 4% ($227.6K) | 1.49% | $5.4M | +0.05% | +0.02% | |
| LNT - Alliant Energy Corp. Ordinary Shares | | Add 1% ($37.8K) | 1.29% | $4.7M | +9.55% | +8.72% | |
| AMZN - Amazon.com Inc. Ordinary Shares | | Add 1% ($26.5K) | 1.25% | $4.6M | +9.18% | +5.41% | |
| MU - Micron Technology Inc. Ordinary Shares | | Reduce 1% $(60.2K) | 1.19% | $4.3M | +88.35% | +19.43% | |
| VTV - Vanguard Group, Inc. Value Etf | | Add 6% ($237.2K) | 1.19% | $4.3M | +5.57% | +3.16% | |
| EBND - Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf | | Add 4% ($180.5K) | 1.17% | $4.3M | -1.51% | -2.08% | |
| DFAI - Dimensional Etf Trust International Core Equity Market | | Add 19% ($649.3K) | 1.11% | $4.1M | +3.16% | +0.34% | |
| DFIV - Dimensional Etf Trust International Value | | Add 16% ($521.9K) | 1.05% | $3.8M | +4.92% | +2.73% | |
| DFGP - Dimensional Etf Trust Global Core Plus Fixed Income | | Add 32% ($936.0K) | 1.05% | $3.8M | +0.03% | -0.24% | |
| VFH - Vanguard Group, Inc. Financials Etf | | | 0.99% | $3.6M | -2.96% | -1.38% | |
| VO - Vanguard Group, Inc. Mid-Cap Etf | | Add 3% ($107.4K) | 0.92% | $3.3M | | | |
| DFAC - Dimensional Etf Trust U.S. Core Equity 2 | | Add 4% ($109.7K) | 0.88% | $3.2M | +5.66% | +2.87% | |
| DFAE - Dimensional Etf Trust Emerging Core Equity Market | | Add 10% ($281.2K) | 0.86% | $3.1M | +12.02% | +4.56% | |
| LLY - Lilly(eli) & Co Ordinary Shares | | Reduce 5% $(168.7K) | 0.85% | $3.1M | -5.88% | -14.93% | |
| SPY - Ssga Active Trust State Street Spdr S&p 500 Etf | | | 0.81% | $3.0M | | | |
| DUHP - Dimensional Etf Trust US High Profitability | | Add 30% ($687.7K) | 0.81% | $3.0M | +2.92% | +0.65% | |
| JPM - JPMorgan Chase & Co. | | Add 1% ($25.8K) | 0.75% | $2.7M | | | |
| VB - Vanguard Group, Inc. Small Cap Etf | | Add 5% ($126.1K) | 0.70% | $2.6M | +5.29% | +2.39% | |
| DFLV - Dimensional Etf Trust US Large Cap Value | | Add 25% ($480.3K) | 0.65% | $2.4M | +7.17% | +5.15% | |
| JNJ - Johnson & Johnson | | Reduce 2% $(59.8K) | 0.64% | $2.3M | -1.68% | +1.15% | |
| VGT - Vanguard Group, Inc. Information Technology Etf | | Add 2% ($42.2K) | 0.64% | $2.3M | +17.35% | +5.94% | |
| RTX - Rtx Corp Ordinary Shares | | Reduce 1% $(21.5K) | 0.62% | $2.3M | | | |
| CAT - Caterpiller, Inc DEL | | Reduce 11% $(272.1K) | 0.62% | $2.3M | +45.55% | +28.44% | |
| TSM - Taiwan Semiconductor Manufacturing LTD | | | 0.62% | $2.3M | +18.19% | +14.62% | |
| IAGG - Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund | | Add 13% ($234.0K) | 0.57% | $2.1M | +0.08% | -0.18% | |
| ABBV - Abbvie Inc Ordinary Shares | | Reduce 1% $(14.2K) | 0.56% | $2.0M | -8.56% | -10.85% | |
| TSLA - Tesla Inc Ordinary Shares | | Reduce 6% $(137.2K) | 0.55% | $2.0M | +3.03% | -12.94% | |
| VWO - Vanguard Group, Inc. Ftse Emerging Markets Etf | | | 0.55% | $2.0M | +4.08% | +0.51% | |
| VHT - Vanguard Group, Inc. Health Care Etf | | Reduce 5% $(103.3K) | 0.55% | $2.0M | -6.62% | -6.32% | |
| COST - Costco Wholesale Corp Ordinary Shares | | Reduce 1% $(12.1K) | 0.53% | $1.9M | +3.38% | +2.67% | |
| VMBS - Vanguard Group, Inc. Mortgage-Backed Securities Etf | | New Purchase | 0.48% | $1.7M | +0.44% | +0.48% | |
| VBR - Vanguard Group, Inc. Small Cap Value Etf | | New Purchase | 0.47% | $1.7M | | | |
| HD - Home Depot, Inc. | | Reduce 100% | 0.00% | $0.00 | | | |
| META - Meta Platforms Inc Ordinary Shares - Class A | | Reduce 100% | 0.00% | $0.00 | | | |