J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q83796533119089SHSOLE0019089SPDR GOLD TRGOLD SHS78463V1071179958032031SHSOLE0032031SPDR SERIES TRUSTST STR AGGRE ETF78464A64991271135765SHSOLE0035765SPDR SERIES TRUSTST STR P500ETF78464A854262797929904SHSOLE0029904SPDR SERIES TRUSTST SHOR CORP ETF78464A47433242311077SHSOLE0011077SPDR SERIES TRUSTST LON TREAS ETF78464A664137421652391SHSOLE0052391AMAZON COM INCCOM02313510620513488607SHSOLE008607AMERICAN EXPRESS COCOM025816109329794975SHSOLE00975APPLE INCCOM037833100518979017935SHSOLE0017935APPLIED MATLS INCCOM03822210511105281536SHSOLE001536BERKSHIRE HATHAWAY INC DELCL B NEW08467070216753063348SHSOLE003348BROADCOM INCCOM11135F10110432832762SHSOLE002762CATERPILLAR INCCOM14912310110979121031SHSOLE001031CHEVRON CORPORATIONCOM1667641005965783599SHSOLE003599COSTCO WHOLESALE CORPORATIONCOM22160K105489620523SHSOLE00523DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2034075099879SHSOLE009879DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500351798442725SHSOLE0042725ELI LILLY & COCOM532457108524151437SHSOLE00437GE AEROSPACECOM NEW3696043014399241177SHSOLE001177GOLDMAN SACHS ETF TRACCES TREASURY381430529147786114755SHSOLE0014755INTERNATIONAL BUSINESS MACHSCOM45920010116040525704SHSOLE005704INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD46090F10056831335788SHSOLE0035788ISHARES TRCORE S&P SCP ETF464287804274846618532SHSOLE0018532ISHARES GOLD TRISHARES NEW464285204145273719239SHSOLE0019239ISHARES TREAFE SML CP ETF464288273355280543185SHSOLE0043185ISHARES TREAFE VALUE ETF464288877456027659573SHSOLE0059573ISHARES TRTIPS BD ETF4642871767134846520SHSOLE006520JOHNSON & JOHNSONCOM4781601042600651024SHSOLE001024J P MORGAN EXCHANGE TRADED FINCOME ETF46641Q159344468474803SHSOLE0074803J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF46641Q85269314614336SHSOLE0014336MICROSOFT CORPCOM59491810416663904467SHSOLE004467NETFLIX INC.COM64110L1065703127988SHSOLE007988NVIDIA CORPORATIONCOM67066G104767754138370SHSOLE0038370QUALCOMM INCCOM74752510312394766707SHSOLE006707SELECT SECTOR SPDR TRST STR SVC ETF81369Y8522421642260SHSOLE002260SELECT SECTOR SPDR TRST STR FINL ETF81369Y605339737363372SHSOLE0063372SELECT SECTOR SPDR TRST STR TECHN ETF81369Y8031319527769259SHSOLE0069259SPDR SERIES TRUSTST INTER ETF78464A672280930498954SHSOLE0098954TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS8740391007044161475SHSOLE001475TESLA INCCOM88160R1014559301084SHSOLE001084VALERO ENERGY CORPCOM91913Y1003784191453SHSOLE001453VANGUARD INDEX FDSGROWTH ETF922908736122310214199SHSOLE0014199VANGUARD INDEX FDSMID CAP ETF922908629633484578625SHSOLE0078625VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409255425032320SHSOLE0032320WALMART INCCOM9311421031514612961337289SHSOLE001337289ALPHABET INCCAP STK CL A02079K305376349710531SHSOLE0010531COREWEAVE INCCOM CL A21873S1082306122317SHSOLE002317CROWDSTRIKE HLDGS INCCL A22788C105550224721SHSOLE00721GE VERNOVA INCCOM36828A101245546209SHSOLE00209GRAYSCALE BITCOIN TRUST ETFSHS REP COM UT3896371092122144662SHSOLE004662HEALTHEQUITY INCCOM42226A1074084274522SHSOLE004522META PLATFORMS INCCL A30303M10217935963184SHSOLE003184PALANTIR TECHNOLOGIES INCCL A69608A1084366403743SHSOLE003743PALO ALTO NETWORKS INCCOM697435105232917683SHSOLE00683SERVICENOW INCCOM81762P1022671682691SHSOLE002691VANGUARD INDEX FDSSMALL CP ETF922908751335404611065SHSOLE0011065EMCOR GROUP INCCOM29084Q100614941741SHSOLE00741ISHARES INCMSCI EMRG CHN46434G7643397383321SHSOLE003321NOVARTIS AGSPONSORED ADR66987V1092960441889SHSOLE001889SPDR INDEX SHS FDSST STR PO EX ETF78463X889161259832002SHSOLE0032002SPDR SERIES TRUSTST STR P400MID78464A8476328359367SHSOLE009367SPDR SERIES TRUSTST STR P500VAL78464A5085060208324SHSOLE008324VANGUARD WORLD FDCOMM SRVC ETF92204A884392347021329SHSOLE0021329VANGUARD INDEX FDSS&P 500 ETF SHS92290836325535603718SHSOLE003718ABBVIE INCCOM00287Y1096009162388SHSOLE002388DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V8153556669169SHSOLE009169EXXON MOBIL CORPCOM30231G10211182428179SHSOLE008179INVESCO DB MULTI-SECTOR COMMOIL FD46140H4032318226131344SHSOLE00131344INVESCO EXCH TRADED FD TR IIS&P SMLCP INFO46138E115559483860542SHSOLE0060542ISHARES TRBROAD USD HIGH46435U85343095011641SHSOLE0011641ISHARES TRCORE US AGGBD ET464287226205047020716SHSOLE0020716ISHARES TRMBS ETF4642885887940638401SHSOLE008401ISHARES TRINTERNATIONAL SL46434V26668428215807SHSOLE0015807ISHARES INCMSCI JAPAN ETF46434G8224295084605SHSOLE004605SELECT SECTOR SPDR TRST STR STAPL ETF81369Y308102722712366SHSOLE0012366SELECT SECTOR SPDR TRST STR ENERG ETF81369Y50685762016148SHSOLE0016148SELECT SECTOR SPDR TRST STR UTIL ETF81369Y88675406716631SHSOLE0016631SPDR SERIES TRUSTST STR SP600 SML78468R8533857556689SHSOLE006689THE CIGNA GROUPCOM1255231003749251360SHSOLE001360VANGUARD WORLD FDCONSUM DIS ETF92204A1084672071178SHSOLE001178VANGUARD SPECIALIZED FUNDSDIV APP ETF9219088444353811840SHSOLE001840VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858147622324732SHSOLE0024732VANGUARD WORLD FDHEALTH CAR ETF92204A5044341631452SHSOLE001452VANGUARD WORLD FDINF TECH ETF92204A702139324511657SHSOLE0011657VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8706521097890SHSOLE007890VANGUARD INDEX FDSMCAP VL IDXVIP92290851212496226324SHSOLE006324VANGUARD INDEX FDSTOTAL STK MKT922908769524558714176SHSOLE0014176VANGUARD INDEX FDSVALUE ETF922908744307869014127SHSOLE0014127VISA INCCOM CL A92826C8397215592103SHSOLE002103BOOKING HOLDINGS INCCOM09857L1083648572047SHSOLE002047BRISTOL-MYERS SQUIBB COCOM1101221083823666636SHSOLE006636DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF25434V864226855547509SHSOLE0047509DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE25434V72491707216671SHSOLE0016671ISHARES TRNATIONAL MUN ETF464288414313944429172SHSOLE0029172ISHARES TRRUS MDCP VAL ETF4642874732073961260SHSOLE001260ISHARES TRSHRT NAT MUN ETF464288158231827821774SHSOLE0021774J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654173221533965SHSOLE0033965MCKESSON CORPCOM58155Q103403490534SHSOLE00534NETAPP INCCOM64110D1042075331341SHSOLE001341SELECT SECTOR SPDR TRST STR DISCR ETF81369Y407159176613572SHSOLE0013572SELECT SECTOR SPDR TRST STR CARE ETF81369Y209214158213498SHSOLE0013498VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438588558392120118SHSOLE00120118ISHARES TRRUS MID CAP ETF464287499347265731478SHSOLE0031478SPDR INDEX SHS FDSST PORT MARK ETF78463X5093375646519SHSOLE006519WISDOMTREE TRINDIA ERNGS FD97717W422188052343958SHSOLE0043958FIRST TR EXCHANGE TRADED FDRBA INDL ETF33738R7042180121636SHSOLE001636ISHARES TRCORE S&P500 ETF46428720024841833317SHSOLE003317VANGUARD BD INDEX FDSSHORT TRM BOND9219378275833907488SHSOLE007488AMERICAN CENTY ETF TRINTL EQT ETF02507270396595310829SHSOLE0010829DELL TECHNOLOGIES INCCL C24703L202416238965SHSOLE00965ISHARES TRUS INFRASTRUC46435U7134339286883SHSOLE006883ORACLE CORPCOM68389X10512252208360SHSOLE008360AMERICAN CENTY ETF TRINTL SMCP VLU0250728024521834388SHSOLE004388WISDOMTREE TRUS VALUE FD97717W5475367765277SHSOLE005277BLACKROCK ETF TRUST IIISHA FLEX IN ETF092528603112177121432SHSOLE0021432PIMCO ETF TRENHAN SHRT MA AC72201R833113700011279SHSOLE0011279UNITEDHEALTH GROUP INCCOM91324P1027885921897SHSOLE001897VANGUARD BD INDEX FDSTOTAL BND MRKT921937835344351646908SHSOLE0046908ISHARES TRAGENCY BOND ETF4642881667226456613SHSOLE006613ISHARES TRIBOXX HI YD ETF46428851391277811414SHSOLE0011414SPDR SERIES TRUSTST TERM HIGH ETF78468R40876276430474SHSOLE0030474CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT14020W10654833911127SHSOLE0011127INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY46137V4725682495034SHSOLE005034DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V8075268039752SHSOLE009752AMERICAN CENTY ETF TRAVANTIS EMGMKT02507260497732910129SHSOLE0010129JPMORGAN CHASE & COCOM46625H10013021193978SHSOLE003978ISHARES TR20 YR TR BD ETF464287432151572017539SHSOLE0017539ALPHABET INCCAP STK CL C02079K1074111491164SHSOLE001164CISCO SYS INCCOM17275R1025081324326SHSOLE004326ISHARES TRRUSSELL 2000 ETF46428765511429883804SHSOLE003804STATE STR SPDR S&P 500 ETF TTR UNIT78462F10321417362868SHSOLE002868COMFORT SYS USA INCCOM199908104253690128SHSOLE00128VANGUARD MUN BD FDSTAX EXEMPT BD9229077464483418864SHSOLE008864TRAVELERS COMPANIES INCCOM89417E109283573859SHSOLE00859ISHARES TR7-10 YR TRSY BD4642874407119237528SHSOLE007528PARKER-HANNIFIN CORPCOM701094104220077225SHSOLE00225INVESCO QQQ TRUNIT SER 146090E10330018904076SHSOLE004076INVESCO EXCH TRD SLF IDX FDRAFI STRATGIC US46138J7422817364296SHSOLE004296AMERICAN CENTY ETF TRAVA MID EQU ETF0250721252210312754SHSOLE002754ISHARES TRMSCI EAFE ETF464287465165428915925SHSOLE0015925DIMENSIONAL ETF TRUSTINTL SMALL CAP E25434V773137787039334SHSOLE0039334VANECK ETF TRUSTHIGH YLD MUNIETF92189H409230404244730SHSOLE0044730VANGUARD WORLD FDMEGA GRWTH IND9219108162023832302SHSOLE002302WISDOMTREE TREMER MKT HIGH FD97717W3152127933956SHSOLE003956VANGUARD INDEX FDSLARGE CAP ETF922908637257933750SHSOLE00750VANGUARD INDEX FDSSM CP VAL ETF9229086115749142366SHSOLE002366TJX COS INC NEWCOM8725401094492042965SHSOLE002965PIMCO ETF TRMULTISECTOR BD72201R5852479629350SHSOLE009350AMGEN INCCOM031162100232119641SHSOLE00641AT&T INCCOM00206R10221641910455SHSOLE0010455FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E1042348002500SHSOLE002500ZIONS BANCORPORATION NATL ASCOM9897011072388443452SHSOLE003452ROSS STORES INCCOM7782961032415851135SHSOLE001135EVERCORE INCCLASS A29977A105334270979SHSOLE00979KLA CORPCOM NEW48248010019891746593SHSOLE006593ISHARES TRGLOBAL TECH ETF464287291170890911828SHSOLE0011828STATE STR SPDR DOW JONES INDUT SER 178467X109365673700SHSOLE00700ISHARES TRDOW JONES US ETF4642878468202604500SHSOLE004500GENERAL DYNAMICS CORPCOM369550108241270681SHSOLE00681MICRON TECHNOLOGY INCCOM595112103403466350SHSOLE00350ISHARES TRCORE S&P US VLU464287663134107312175SHSOLE0012175BERKSHIRE HATHAWAY INC DELCL A0846701087488501SHSOLE001SHELL PLCSPON ADS7802593052270372928SHSOLE002928NEW YORK LIFE INVTS ACTIVE EMACKAY MUN INTER45409F827104554042938SHSOLE0042938EVERUS CONSTR GROUPCOM3004261032343211412SHSOLE001412NORTHROP GRUMMAN CORPCOM6668071025597321099SHSOLE001099ORIX CORPSPONSORED ADR6863301012472606500SHSOLE006500VANGUARD MUN BD FDSINTERMEDIATE TRM9229077382019402000SHSOLE002000GENERAL MILLS INCCOM3703341042958008500SHSOLE008500VODAFONE GROUP PLCSPONSORED ADR92857W30813225010000SHSOLE0010000WHIRLPOOL CORPCOM9633201062956507500SHSOLE007500ISHARES TRUS TELECOM ETF4642877133375077977SHSOLE007977SPDR SERIES TRUSTST STR SP600SM C78464A3003546083250SHSOLE003250AMERIPRISE FINL INCCOM03076C106246813538SHSOLE00538ISHARES TREAFE GRWTH ETF4642888856206074988SHSOLE004988AFFILIATED MANAGERS GROUPCOM008252108209808620SHSOLE00620SPDR SERIES TRUSTST STR SP DIV78464A7633347962200SHSOLE002200