0002012065-25-000003.txt : 20250714 0002012065-25-000003.hdr.sgml : 20250714 20250714133231 ACCESSION NUMBER: 0002012065-25-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250714 DATE AS OF CHANGE: 20250714 EFFECTIVENESS DATE: 20250714 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PROATHLETE WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0002012065 ORGANIZATION NAME: EIN: 822411685 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23989 FILM NUMBER: 251121020 BUSINESS ADDRESS: STREET 1: 4401 N. FEDERAL HWY, SUITE 201 CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-988-5540 MAIL ADDRESS: STREET 1: 4401 N. FEDERAL HWY, SUITE 201 CITY: BOCA RATON STATE: FL ZIP: 33431 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002012065 XXXXXXXX 06-30-2025 06-30-2025 PROATHLETE WEALTH MANAGEMENT LLC

4401 N. FEDERAL HWY, SUITE 201 BOCA RATON FL 33431

13F HOLDINGS REPORT 028-23989 N Stephanie West 317-581-4010 Stephanie L West Indianapolis IN 07-14-2025 0 2915 314383460 false INFORMATION TABLE 2 proathlete06.30.25.xml ISHARES CORE 80 20 AGG UIT EXCHANGE TRADED 464289859 15552 186 SH SOLE 186 0 0 TEXAS CAPITAL GOVRNT MNY UIT EXCHANGE TRADED 88224A508 16442 164 SH SOLE 164 0 0 MICROSOFT CORP COMMON STOCK 594918104 1519 3 SH SOLE 3 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 66411 156 SH SOLE 156 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 10646 215 SH SOLE 215 0 0 STRYKER CORP COMMON STOCK 863667101 1614 4 SH SOLE 4 0 0 NIKE INC COMMON STOCK 654106103 299 4 SH SOLE 4 0 0 WALMART INC COMMON STOCK 931142103 2701 27 SH SOLE 27 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1661 10 SH SOLE 10 0 0 NVIDIA CORP COMMON STOCK 67066G104 4742 30 SH SOLE 30 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 1962 9 SH SOLE 9 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 41899 215 SH SOLE 215 0 0 AVANTIS US SMALL CAP UIT 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EMERGING UIT EXCHANGE TRADED 922042858 2430 49 SH SOLE 49 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 16582 85 SH SOLE 85 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4964 9 SH SOLE 9 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 9542 87 SH SOLE 87 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 37370 60 SH SOLE 60 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 11123 217 SH SOLE 217 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2876 47 SH SOLE 47 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 9944 119 SH SOLE 119 0 0 MICROSOFT CORP COMMON STOCK 594918104 20702 41 SH SOLE 41 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 28202 66 SH SOLE 66 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 6858 138 SH SOLE 138 0 0 NIKE INC COMMON STOCK 654106103 2053 28 SH SOLE 28 0 0 WALMART INC COMMON STOCK 931142103 9013 92 SH SOLE 92 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 3345 20 SH SOLE 20 0 0 NVIDIA CORP 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46431W507 29588 579 SH SOLE 579 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 11201 183 SH SOLE 183 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 31827 381 SH SOLE 381 0 0 MICROSOFT CORP COMMON STOCK 594918104 12895 25 SH SOLE 25 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 352371 829 SH SOLE 829 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 68357 1382 SH SOLE 1382 0 0 STRYKER CORP COMMON STOCK 863667101 5538 14 SH SOLE 14 0 0 NIKE INC COMMON STOCK 654106103 5969 84 SH SOLE 84 0 0 WALMART INC COMMON STOCK 931142103 11496 117 SH SOLE 117 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 8445 53 SH SOLE 53 0 0 NVIDIA CORP COMMON STOCK 67066G104 18969 120 SH SOLE 120 0 0 TESLA INC COMMON STOCK 88160R101 10165 32 SH SOLE 32 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 9670 46 SH SOLE 46 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 194514 1001 SH SOLE 1001 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 79914 877 SH SOLE 877 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 151910 275 SH SOLE 275 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 9011 208 SH SOLE 208 0 0 VISA INC COMMON STOCK 92826C839 8646 24 SH SOLE 24 0 0 AMAZON.COM INC COMMON STOCK 023135106 9653 44 SH SOLE 44 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 175441 1605 SH SOLE 1605 0 0 IBM CORP COMMON STOCK 459200101 13723 46 SH SOLE 46 0 0 BIOGEN INC COMMON STOCK 09062X103 3893 31 SH SOLE 31 0 0 CITIGROUP INC COMMON STOCK 172967424 3048 35 SH SOLE 35 0 0 META PLATFORMS INC COMMON STOCK 30303M102 13355 18 SH SOLE 18 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 35604 624 SH SOLE 624 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 993259 1599 SH SOLE 1599 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 12355 46 SH SOLE 46 0 0 STARBUCKS CORP COMMON STOCK 855244109 7043 76 SH SOLE 76 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 7411 132 SH SOLE 132 0 0 CISCO SYS INC COMMON STOCK 17275R102 8436 121 SH SOLE 121 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 10844 33 SH SOLE 33 0 0 PFIZER INC COMMON STOCK 717081103 5749 237 SH SOLE 237 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 113544 1855 SH SOLE 1855 0 0 NETFLIX INC COMMON STOCK 64110L106 16069 12 SH SOLE 12 0 0 APPLE INC COMMON STOCK 037833100 8481 41 SH SOLE 41 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 103918 1244 SH SOLE 1244 0 0 LOWES COS INC COMMON STOCK 548661107 8443 38 SH SOLE 38 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 69961 945 SH SOLE 945 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 11626 40 SH SOLE 40 0 0 THE COCA-COLA CO COMMON STOCK 191216100 8366 118 SH SOLE 118 0 0 ALPHABET INC COMMON STOCK 02079K305 10450 59 SH SOLE 59 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 28950 68 SH SOLE 68 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3253 65 SH SOLE 65 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 17287 89 SH SOLE 89 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 7193 13 SH SOLE 13 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 9221 84 SH SOLE 84 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 29470 47 SH SOLE 47 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 11317 221 SH SOLE 221 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3427 56 SH SOLE 56 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 12178 145 SH SOLE 145 0 0 MICROSOFT CORP COMMON STOCK 594918104 30797 61 SH SOLE 61 0 0 COPART INC COMMON STOCK 217204106 4023 82 SH SOLE 82 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 147829 348 SH SOLE 348 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 27890 563 SH SOLE 563 0 0 STRYKER CORP COMMON STOCK 863667101 4022 10 SH SOLE 10 0 0 NIKE INC COMMON STOCK 654106103 2126 29 SH SOLE 29 0 0 WALMART INC COMMON STOCK 931142103 5987 61 SH SOLE 61 0 0 COSTAR GROUP INC COMMON STOCK 22160N109 3537 44 SH SOLE 44 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 3325 20 SH SOLE 20 0 0 NVIDIA CORP COMMON STOCK 67066G104 14226 90 SH SOLE 90 0 0 TESLA INC COMMON STOCK 88160R101 3811 12 SH SOLE 12 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 3713 17 SH SOLE 17 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 97178 500 SH SOLE 500 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 19184 210 SH SOLE 210 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 66917 121 SH SOLE 121 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 4516 104 SH SOLE 104 0 0 VISA INC COMMON STOCK 92826C839 4674 13 SH SOLE 13 0 0 AMAZON.COM INC COMMON STOCK 023135106 18867 86 SH SOLE 86 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 98922 905 SH SOLE 905 0 0 IBM CORP COMMON STOCK 459200101 6936 23 SH SOLE 23 0 0 BIOGEN INC COMMON STOCK 09062X103 1381 11 SH SOLE 11 0 0 CITIGROUP INC COMMON STOCK 172967424 6062 71 SH SOLE 71 0 0 META PLATFORMS INC COMMON STOCK 30303M102 8161 11 SH SOLE 11 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 24029 201 SH SOLE 201 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 328086 528 SH SOLE 528 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 6693 25 SH SOLE 25 0 0 STARBUCKS CORP COMMON STOCK 855244109 3061 33 SH SOLE 33 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 5615 100 SH SOLE 100 0 0 CISCO SYS INC COMMON STOCK 17275R102 4387 63 SH SOLE 63 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 22677 217 SH SOLE 217 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 21076 412 SH SOLE 412 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 7804 24 SH SOLE 24 0 0 PFIZER INC COMMON STOCK 717081103 2270 93 SH SOLE 93 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 22708 371 SH SOLE 371 0 0 NETFLIX INC COMMON STOCK 64110L106 9373 7 SH SOLE 7 0 0 APPLE INC COMMON STOCK 037833100 3310 16 SH SOLE 16 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 73274 877 SH SOLE 877 0 0 LOWES COS INC COMMON STOCK 548661107 2984 13 SH SOLE 13 0 0 MASTERCARD INC COMMON STOCK 57636Q104 9646 17 SH SOLE 17 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 14308 193 SH SOLE 193 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 6039 20 SH SOLE 20 0 0 THE COCA-COLA CO COMMON STOCK 191216100 3804 53 SH SOLE 53 0 0 ALPHABET INC COMMON STOCK 02079K305 14712 83 SH SOLE 83 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 143563 338 SH SOLE 338 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 26459 534 SH SOLE 534 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 128965 663 SH SOLE 663 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 35275 387 SH SOLE 387 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 49311 89 SH SOLE 89 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 72932 667 SH SOLE 667 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 24296 204 SH SOLE 204 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 50687 889 SH SOLE 889 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 344119 554 SH SOLE 554 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 23097 221 SH SOLE 221 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 20939 409 SH SOLE 409 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 29748 486 SH SOLE 486 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 25535 345 SH SOLE 345 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2122 5 SH SOLE 5 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 954 19 SH SOLE 19 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 6938 35 SH SOLE 35 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 9146 83 SH SOLE 83 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 4256 38 SH SOLE 38 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 18324 29 SH SOLE 29 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 4055 79 SH SOLE 79 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1652 27 SH SOLE 27 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 3961 47 SH SOLE 47 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 11888 28 SH SOLE 28 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 7158 144 SH SOLE 144 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 40521 208 SH SOLE 208 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 12239 22 SH SOLE 22 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 55463 503 SH SOLE 503 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 21602 197 SH SOLE 197 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 91964 148 SH SOLE 148 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 30262 592 SH SOLE 592 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 7161 117 SH SOLE 117 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 26722 320 SH SOLE 320 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 21279 50 SH SOLE 50 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 5708 115 SH SOLE 115 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 38536 198 SH SOLE 198 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 11113 20 SH SOLE 20 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 41968 381 SH SOLE 381 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 22309 204 SH SOLE 204 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 85348 137 SH SOLE 137 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 26456 517 SH SOLE 517 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 5631 92 SH SOLE 92 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 24419 292 SH SOLE 292 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 51223 120 SH SOLE 120 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 9028 182 SH SOLE 182 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 42827 220 SH SOLE 220 0 0 VANGUARD TOTAL BOND UIT EXCHANGE TRADED 921937835 2674 36 SH SOLE 36 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 12254 134 SH SOLE 134 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 18333 33 SH SOLE 33 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 24450 223 SH SOLE 223 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 5344 44 SH SOLE 44 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 17844 313 SH SOLE 313 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 116905 188 SH SOLE 188 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 21724 425 SH SOLE 425 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 13711 224 SH SOLE 224 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 9082 122 SH SOLE 122 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 3321 6 SH SOLE 6 0 0 RUSSELL 2000 ETF UIT EXCHANGE TRADED 92206C664 268 3 SH SOLE 3 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 3139 5 SH SOLE 5 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1407 23 SH SOLE 23 0 0 ISHARES ETHEREUM TRUST UIT EXCHANGE TRADED 46438R105 152 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 205495 483 SH SOLE 483 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 34524 698 SH SOLE 698 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 170687 878 SH SOLE 878 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 52979 581 SH SOLE 581 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 73778 133 SH SOLE 133 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 106150 971 SH SOLE 971 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 21766 182 SH SOLE 182 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 63672 1116 SH SOLE 1116 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 464450 748 SH SOLE 748 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 1149 11 SH SOLE 11 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 82928 1622 SH SOLE 1622 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 47682 779 SH SOLE 779 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 7708 92 SH SOLE 92 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 35900 485 SH SOLE 485 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 49457 808 SH SOLE 808 0 0 ISHARES ETHEREUM TRUST UIT EXCHANGE TRADED 46438R105 22102 1159 SH SOLE 1159 0 0 CELSIUS HLDGS INC COMMON STOCK 15118V207 695 15 SH SOLE 15 0 0 WALMART INC COMMON STOCK 931142103 293 3 SH SOLE 3 0 0 NVIDIA CORP COMMON STOCK 67066G104 947 6 SH SOLE 6 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1654 3 SH SOLE 3 0 0 AMAZON.COM INC COMMON STOCK 023135106 438 2 SH SOLE 2 0 0 META PLATFORMS INC COMMON STOCK 30303M102 1477 2 SH SOLE 2 0 0 MICROSTRATEGY INC COMMON STOCK 594972408 808 2 SH SOLE 2 0 0 APPLE INC COMMON STOCK 037833100 820 4 SH SOLE 4 0 0 SONY GROUP CORP F AMERICAN DEPOSITORY 835699307 260 10 SH SOLE 10 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 2471 4 SH SOLE 4 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3454 69 SH SOLE 69 0 0 TESLA INC COMMON STOCK 88160R101 2858 9 SH SOLE 9 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 18347 94 SH SOLE 94 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 13336 122 SH SOLE 122 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 64010 103 SH SOLE 103 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 16437 321 SH SOLE 321 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 4713 77 SH SOLE 77 0 0 APPLE INC COMMON STOCK 037833100 2058 10 SH SOLE 10 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 14283 171 SH SOLE 171 0 0 VANGUARD GROWTH ETF UIT EXCHANGE TRADED 922908736 34307 78 SH SOLE 78 0 0 INVESCO NASDAQ 100 ETF UIT EXCHANGE TRADED 46138G649 7078 31 SH SOLE 31 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 158358 372 SH SOLE 372 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 24795 501 SH SOLE 501 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 83130 428 SH SOLE 428 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 33153 363 SH SOLE 363 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 57447 104 SH SOLE 104 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 68101 623 SH SOLE 623 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 50596 887 SH SOLE 887 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 353173 568 SH SOLE 568 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 82788 1620 SH SOLE 1620 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 40337 659 SH SOLE 659 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 24572 332 SH SOLE 332 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 45126 106 SH SOLE 106 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 5147 104 SH SOLE 104 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 34953 179 SH SOLE 179 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 10515 19 SH SOLE 19 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 12554 114 SH SOLE 114 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 20147 184 SH SOLE 184 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 78413 126 SH SOLE 126 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 24652 482 SH SOLE 482 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 4958 81 SH SOLE 81 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 20715 248 SH SOLE 248 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 142907 336 SH SOLE 336 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 27952 565 SH SOLE 565 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 127972 658 SH SOLE 658 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 36755 403 SH SOLE 403 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 51381 93 SH SOLE 93 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 73716 674 SH SOLE 674 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 26090 219 SH SOLE 219 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 57956 1016 SH SOLE 1016 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 334746 539 SH SOLE 539 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 24877 238 SH SOLE 238 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 25471 498 SH SOLE 498 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 30727 502 SH SOLE 502 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 29582 399 SH SOLE 399 0 0 TEXAS CAPITAL GOVRNT MNY UIT EXCHANGE TRADED 88224A508 30159 300 SH SOLE 300 0 0 FIRST TR NASDAQ TECH DIV UIT EXCHANGE TRADED 33738R118 1082 12 SH SOLE 12 0 0 VANGUARD MID CAP VALUE UIT EXCHANGE TRADED 922908512 493 3 SH SOLE 3 0 0 INVSC BULLETSHR 2027 CRP UIT EXCHANGE TRADED 46138J783 903 46 SH SOLE 46 0 0 ISHARES RUSSELL 3000 UIT EXCHANGE TRADED 464287689 1755 5 SH SOLE 5 0 0 VANGUARD FINANCIALS ETF UIT EXCHANGE TRADED 92204A405 1018 8 SH SOLE 8 0 0 VANGUARD MID CAP ETF UIT EXCHANGE TRADED 922908629 839 3 SH SOLE 3 0 0 VANGUARD DIVIDEND UIT EXCHANGE TRADED 921908844 2046 10 SH SOLE 10 0 0 ISHARES TRT IS 5-10 INV UIT EXCHANGE TRADED 464288638 2291 43 SH SOLE 43 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 2642 24 SH SOLE 24 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 1903 44 SH SOLE 44 0 0 VANGUARD MEGA CAP GROWTH UIT EXCHANGE TRADED 921910816 4027 11 SH SOLE 11 0 0 ISHARES CORE DIVIDEND UIT EXCHANGE TRADED 46434V621 1470 23 SH SOLE 23 0 0 SCHWAB US DIVIDEND UIT EXCHANGE TRADED 808524797 901 34 SH SOLE 34 0 0 VANECK SEMICONDUCTOR UIT EXCHANGE TRADED 92189F676 278 1 SH SOLE 1 0 0 ISHARES RUSSELL MID CAP UIT EXCHANGE TRADED 464287481 1386 10 SH SOLE 10 0 0 VANGUARD INFORMATION UIT EXCHANGE TRADED 92204A702 1989 3 SH SOLE 3 0 0 VANGUARD SMALL CAP UIT EXCHANGE TRADED 922908595 1661 6 SH SOLE 6 0 0 INVESCO BULLETSHARS 2028 UIT EXCHANGE TRADED 46138J643 881 43 SH SOLE 43 0 0 INVSC BULLETSHA 2026 CRP UIT EXCHANGE TRADED 46138J791 897 46 SH SOLE 46 0 0 VANGUARD MEGA CAP VALUE UIT EXCHANGE TRADED 921910840 1443 11 SH SOLE 11 0 0 ISHARES S&P 500 VALUE UIT EXCHANGE TRADED 464287408 2540 13 SH SOLE 13 0 0 VANGUARD HEALTH CARE UIT EXCHANGE TRADED 92204A504 993 4 SH SOLE 4 0 0 ISHARES SELECT DIVIDEND UIT EXCHANGE TRADED 464287168 929 7 SH SOLE 7 0 0 ISHARES RUSSELL 2000 UIT EXCHANGE TRADED 464287655 1726 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2972 7 SH SOLE 7 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 593 12 SH SOLE 12 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2719 14 SH SOLE 14 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 728 8 SH SOLE 8 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1103 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1639 15 SH SOLE 15 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 595 5 SH SOLE 5 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 1254 22 SH SOLE 22 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 6829 11 SH SOLE 11 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2708 53 SH SOLE 53 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 306 5 SH SOLE 5 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 592 8 SH SOLE 8 0 0 MICROSOFT CORP COMMON STOCK 594918104 231 0 SH SOLE 0 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 13423 31 SH SOLE 31 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2704 54 SH SOLE 54 0 0 STRYKER CORP COMMON STOCK 863667101 108 0 SH SOLE 0 0 0 WALMART INC COMMON STOCK 931142103 352 3 SH SOLE 3 0 0 NVIDIA CORP COMMON STOCK 67066G104 9975 63 SH SOLE 63 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 12386 63 SH SOLE 63 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 3478 38 SH SOLE 38 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4603 8 SH SOLE 8 0 0 VISA INC COMMON STOCK 92826C839 102 0 SH SOLE 0 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 7114 65 SH SOLE 65 0 0 IBM CORP COMMON STOCK 459200101 304 1 SH SOLE 1 0 0 META PLATFORMS INC COMMON STOCK 30303M102 12 0 SH SOLE 0 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 2500 20 SH SOLE 20 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 21703 34 SH SOLE 34 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 215 0 SH SOLE 0 0 0 STARBUCKS CORP COMMON STOCK 855244109 332 3 SH SOLE 3 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 2317 22 SH SOLE 22 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2217 43 SH SOLE 43 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 83 0 SH SOLE 0 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2938 48 SH SOLE 48 0 0 APPLE INC COMMON STOCK 037833100 311 1 SH SOLE 1 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 5615 67 SH SOLE 67 0 0 LOWES COS INC COMMON STOCK 548661107 229 1 SH SOLE 1 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 2863 38 SH SOLE 38 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 123 0 SH SOLE 0 0 0 THE COCA-COLA CO COMMON STOCK 191216100 386 5 SH SOLE 5 0 0 ALPHABET INC COMMON STOCK 02079K305 181 1 SH SOLE 1 0 0 MICROSOFT CORP COMMON STOCK 594918104 452 0 SH SOLE 0 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 18383 43 SH SOLE 43 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3317 67 SH SOLE 67 0 0 NIKE INC COMMON STOCK 654106103 472 6 SH SOLE 6 0 0 WALMART INC COMMON STOCK 931142103 454 4 SH SOLE 4 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 292 1 SH SOLE 1 0 0 NVIDIA CORP COMMON STOCK 67066G104 6008 38 SH SOLE 38 0 0 TESLA INC COMMON STOCK 88160R101 317 1 SH SOLE 1 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 420 2 SH SOLE 2 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 12859 66 SH SOLE 66 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 5154 56 SH SOLE 56 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 6378 11 SH SOLE 11 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 449 10 SH SOLE 10 0 0 VISA INC COMMON STOCK 92826C839 390 1 SH SOLE 1 0 0 AMAZON.COM INC COMMON STOCK 023135106 438 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 10372 94 SH SOLE 94 0 0 IBM CORP COMMON STOCK 459200101 452 1 SH SOLE 1 0 0 BIOGEN INC COMMON STOCK 09062X103 376 3 SH SOLE 3 0 0 META PLATFORMS INC COMMON STOCK 30303M102 22 0 SH SOLE 0 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 3166 26 SH SOLE 26 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 35685 57 SH SOLE 57 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 25 0 SH SOLE 0 0 0 STARBUCKS CORP COMMON STOCK 855244109 409 4 SH SOLE 4 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 505 9 SH SOLE 9 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 3143 30 SH SOLE 30 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 3165 61 SH SOLE 61 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 445 1 SH SOLE 1 0 0 PFIZER INC COMMON STOCK 717081103 20 0 SH SOLE 0 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 4284 70 SH SOLE 70 0 0 APPLE INC COMMON STOCK 037833100 430 2 SH SOLE 2 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 6444 77 SH SOLE 77 0 0 LOWES COS INC COMMON STOCK 548661107 273 1 SH SOLE 1 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 3218 43 SH SOLE 43 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 418 1 SH SOLE 1 0 0 THE COCA-COLA CO COMMON STOCK 191216100 452 6 SH SOLE 6 0 0 ALPHABET INC COMMON STOCK 02079K305 365 2 SH SOLE 2 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 120599 284 SH SOLE 284 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 21168 427 SH SOLE 427 0 0 STRYKER CORP COMMON STOCK 863667101 400 1 SH SOLE 1 0 0 WALMART INC COMMON STOCK 931142103 577 5 SH SOLE 5 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 373 2 SH SOLE 2 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 109815 565 SH SOLE 565 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 33601 368 SH SOLE 368 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 42145 76 SH SOLE 76 0 0 MAPLEBEAR INC COMMON STOCK 565394103 30039 664 SH SOLE 664 0 0 AMAZON.COM INC COMMON STOCK 023135106 438 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 67124 614 SH SOLE 614 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 20757 174 SH SOLE 174 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 39412 691 SH SOLE 691 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 279517 450 SH SOLE 450 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 20718 198 SH SOLE 198 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 20793 406 SH SOLE 406 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 25340 414 SH SOLE 414 0 0 APPLE INC COMMON STOCK 037833100 433 2 SH SOLE 2 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 2965 35 SH SOLE 35 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 21210 286 SH SOLE 286 0 0 ALPHABET INC COMMON STOCK 02079K305 354 2 SH SOLE 2 0 0 MICROSOFT CORP COMMON STOCK 594918104 137850 277 SH SOLE 277 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 637322 1501 SH SOLE 1501 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 125021 2527 SH SOLE 2527 0 0 NIKE INC COMMON STOCK 654106103 9795 137 SH SOLE 137 0 0 WALMART INC COMMON STOCK 931142103 27794 284 SH SOLE 284 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 16009 100 SH SOLE 100 0 0 NVIDIA CORP COMMON STOCK 67066G104 50589 320 SH SOLE 320 0 0 TESLA INC COMMON STOCK 88160R101 16835 53 SH SOLE 53 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 17435 83 SH SOLE 83 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 326570 1681 SH SOLE 1681 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 165579 1817 SH SOLE 1817 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 243177 440 SH SOLE 440 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 20900 483 SH SOLE 483 0 0 VISA INC COMMON STOCK 92826C839 21616 60 SH SOLE 60 0 0 AMAZON.COM INC COMMON STOCK 023135106 87097 397 SH SOLE 397 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 344669 3153 SH SOLE 3153 0 0 IBM CORP COMMON STOCK 459200101 32595 110 SH SOLE 110 0 0 BIOGEN INC COMMON STOCK 09062X103 6530 52 SH SOLE 52 0 0 CITIGROUP INC COMMON STOCK 172967424 6369 74 SH SOLE 74 0 0 META PLATFORMS INC COMMON STOCK 30303M102 34873 47 SH SOLE 47 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 107267 900 SH SOLE 900 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1580945 2546 SH SOLE 2546 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 31690 118 SH SOLE 118 0 0 STARBUCKS CORP COMMON STOCK 855244109 14002 152 SH SOLE 152 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 19652 350 SH SOLE 350 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 101090 967 SH SOLE 967 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 92804 1816 SH SOLE 1816 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 26611 83 SH SOLE 83 0 0 PFIZER INC COMMON STOCK 717081103 10757 443 SH SOLE 443 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 26481 84 SH SOLE 84 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 94936 1551 SH SOLE 1551 0 0 NETFLIX INC COMMON STOCK 64110L106 44191 33 SH SOLE 33 0 0 APPLE INC COMMON STOCK 037833100 15365 74 SH SOLE 74 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 339232 4063 SH SOLE 4063 0 0 LOWES COS INC COMMON STOCK 548661107 14534 65 SH SOLE 65 0 0 MASTERCARD INC COMMON STOCK 57636Q104 51393 91 SH SOLE 91 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 38414 519 SH SOLE 519 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 28051 96 SH SOLE 96 0 0 THE COCA-COLA CO COMMON STOCK 191216100 17390 245 SH SOLE 245 0 0 ALPHABET INC COMMON STOCK 02079K305 70727 401 SH SOLE 401 0 0 MICROSOFT CORP COMMON STOCK 594918104 7836 15 SH SOLE 15 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 143785 338 SH SOLE 338 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 23076 466 SH SOLE 466 0 0 NVIDIA CORP COMMON STOCK 67066G104 4742 30 SH SOLE 30 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 118484 610 SH SOLE 610 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 37444 411 SH SOLE 411 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 56561 102 SH SOLE 102 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 74934 685 SH SOLE 685 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 22841 191 SH SOLE 191 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 28458 499 SH SOLE 499 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 326782 526 SH SOLE 526 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 12919 123 SH SOLE 123 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 13561 265 SH SOLE 265 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 29197 477 SH SOLE 477 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 17320 207 SH SOLE 207 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 22921 309 SH SOLE 309 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 21700 51 SH SOLE 51 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1866 37 SH SOLE 37 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 12739 65 SH SOLE 65 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4426 8 SH SOLE 8 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 7404 67 SH SOLE 67 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 28160 45 SH SOLE 45 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 8571 167 SH SOLE 167 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2019 33 SH SOLE 33 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 7393 88 SH SOLE 88 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 217 2 SH SOLE 2 0 0 NVIDIA CORP COMMON STOCK 67066G104 2844 18 SH SOLE 18 0 0 ASML HLDG N V F AMERICAN DEPOSITORY N07059210 1602 2 SH SOLE 2 0 0 AMAZON.COM INC COMMON STOCK 023135106 438 2 SH SOLE 2 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 5622 9 SH SOLE 9 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2203 36 SH SOLE 36 0 0 APPLE INC COMMON STOCK 037833100 410 2 SH SOLE 2 0 0 TAIWAN SEMICONDUCTOR M F AMERICAN DEPOSITORY 874039100 1132 5 SH SOLE 5 0 0 ENERGY SELECT SECTOR UIT EXCHANGE TRADED 81369Y506 172 2 SH SOLE 2 0 0 MICROSOFT CORP COMMON STOCK 594918104 121587 244 SH SOLE 244 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 448515 1056 SH SOLE 1056 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 97825 1977 SH SOLE 1977 0 0 NIKE INC COMMON STOCK 654106103 8480 119 SH SOLE 119 0 0 WALMART INC COMMON STOCK 931142103 24686 252 SH SOLE 252 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 14165 88 SH SOLE 88 0 0 NVIDIA CORP COMMON STOCK 67066G104 66396 420 SH SOLE 420 0 0 TESLA INC COMMON STOCK 88160R101 13659 43 SH SOLE 43 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 13856 66 SH SOLE 66 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 148391 764 SH SOLE 764 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 131029 1438 SH SOLE 1438 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 236504 428 SH SOLE 428 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 18272 422 SH SOLE 422 0 0 VISA INC COMMON STOCK 92826C839 18734 52 SH SOLE 52 0 0 AMAZON.COM INC COMMON STOCK 023135106 81832 373 SH SOLE 373 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 283743 2596 SH SOLE 2596 0 0 IBM CORP COMMON STOCK 459200101 29534 100 SH SOLE 100 0 0 BIOGEN INC COMMON STOCK 09062X103 5777 46 SH SOLE 46 0 0 CITIGROUP INC COMMON STOCK 172967424 24563 288 SH SOLE 288 0 0 META PLATFORMS INC COMMON STOCK 30303M102 29679 40 SH SOLE 40 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 82374 691 SH SOLE 691 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1157283 1863 SH SOLE 1863 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 26339 98 SH SOLE 98 0 0 STARBUCKS CORP COMMON STOCK 855244109 12327 134 SH SOLE 134 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 19652 350 SH SOLE 350 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 77766 744 SH SOLE 744 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 71222 1393 SH SOLE 1393 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 23361 73 SH SOLE 73 0 0 PFIZER INC COMMON STOCK 717081103 9526 393 SH SOLE 393 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 17776 56 SH SOLE 56 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 41745 682 SH SOLE 682 0 0 NETFLIX INC COMMON STOCK 64110L106 36156 27 SH SOLE 27 0 0 APPLE INC COMMON STOCK 037833100 13481 65 SH SOLE 65 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 217545 2605 SH SOLE 2605 0 0 LOWES COS INC COMMON STOCK 548661107 12688 57 SH SOLE 57 0 0 COSTCO WHSL CORP NEW COMMON STOCK 22160K105 32299 32 SH SOLE 32 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 76906 1039 SH SOLE 1039 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 24675 85 SH SOLE 85 0 0 THE COCA-COLA CO COMMON STOCK 191216100 15390 217 SH SOLE 217 0 0 ALPHABET INC COMMON STOCK 02079K305 57432 325 SH SOLE 325 0 0 MICROSOFT CORP COMMON STOCK 594918104 10445 21 SH SOLE 21 0 0 MEDTRONIC PLC F FOREIGN ORDINARIES G5960L103 17259 198 SH SOLE 198 0 0 CHEVRON CORP NEW COMMON STOCK 166764100 15321 107 SH SOLE 107 0 0 PHILIP MORRIS INTL INC COMMON STOCK 718172109 36426 200 SH SOLE 200 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 15846 147 SH SOLE 147 0 0 CHUBB LTD F FOREIGN ORDINARIES H1467J104 20859 72 SH SOLE 72 0 0 ISHARES MSCI ACWI EX US UIT EXCHANGE TRADED 464288240 429200 7043 SH SOLE 7043 0 0 HEALTHPEAK PPTYS INC REAL ESTATE INVESTME 42250P103 9875 564 SH SOLE 564 0 0 BANK OF AMERICA CORP COMMON STOCK 060505104 23707 501 SH SOLE 501 0 0 VANGUARD MID CAP ETF UIT EXCHANGE TRADED 922908629 95701 342 SH SOLE 342 0 0 TRAVELERS COS INC COMMON STOCK 89417E109 11504 43 SH SOLE 43 0 0 TRUIST FINL CORP COMMON STOCK 89832Q109 12080 281 SH SOLE 281 0 0 GENUINE PARTS CO COMMON STOCK 372460105 12009 99 SH SOLE 99 0 0 ISHARES 0-3 MONTH UIT EXCHANGE TRADED 46436E718 9364 93 SH SOLE 93 0 0 NOVARTIS AG F AMERICAN DEPOSITORY 66987V109 19603 162 SH SOLE 162 0 0 COMCAST CORP NEW COMMON STOCK 20030N101 12919 362 SH SOLE 362 0 0 SIEMENS A G F AMERICAN DEPOSITORY 826197501 18686 145 SH SOLE 145 0 0 RUSSELL 2000 ETF UIT EXCHANGE TRADED 92206C664 39685 455 SH SOLE 455 0 0 DUKE ENERGY CORP NEW COMMON STOCK 26441C204 19824 168 SH SOLE 168 0 0 DOW INC COMMON STOCK 260557103 7255 274 SH SOLE 274 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 38251 350 SH SOLE 350 0 0 CROWN CASTLE INC REIT REAL ESTATE INVESTME 22822V101 8115 79 SH SOLE 79 0 0 PIMCO 15 YEAR U.S. TIPS UIT EXCHANGE TRADED 72201R304 9129 174 SH SOLE 174 0 0 CITIGROUP INC COMMON STOCK 172967424 14896 175 SH SOLE 175 0 0 INVESCO NATIONAL UIT EXCHANGE TRADED 46138E537 53444 2387 SH SOLE 2387 0 0 DIAGEO PLC F AMERICAN DEPOSITORY 25243Q205 2521 25 SH SOLE 25 0 0 UNITED PARCEL SVC INC COMMON STOCK 911312106 7671 76 SH SOLE 76 0 0 UNILEVER PLC F AMERICAN DEPOSITORY 904767704 18228 298 SH SOLE 298 0 0 INTEL CORP COMMON STOCK 458140100 3449 154 SH SOLE 154 0 0 VANGUARD VALUE ETF UIT EXCHANGE TRADED 922908744 70342 398 SH SOLE 398 0 0 JOHNSON CONTROLS INT F FOREIGN ORDINARIES G51502105 28411 269 SH SOLE 269 0 0 VANGUARD RUSSELL 1000 UIT EXCHANGE TRADED 92206C680 41496 380 SH SOLE 380 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 9512 106 SH SOLE 106 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 11960 204 SH SOLE 204 0 0 CISCO SYS INC COMMON STOCK 17275R102 21924 316 SH SOLE 316 0 0 MORGAN STANLEY COMMON STOCK 617446448 27608 196 SH SOLE 196 0 0 NEXTERA ENERGY INC COMMON STOCK 65339F101 14231 205 SH SOLE 205 0 0 GENERAL DYNAMICS CORP COMMON STOCK 369550108 20124 69 SH SOLE 69 0 0 PFIZER INC COMMON STOCK 717081103 9696 400 SH SOLE 400 0 0 VANGUARD RUSSELL 1000 UIT EXCHANGE TRADED 92206C714 74217 871 SH SOLE 871 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 18177 119 SH SOLE 119 0 0 LOWES COS INC COMMON STOCK 548661107 14199 64 SH SOLE 64 0 0 TARGET CORP EQUITY COMMON STOCK 87612E106 8878 90 SH SOLE 90 0 0 AT&T INC COMMON STOCK 00206R102 22428 775 SH SOLE 775 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 9261 117 SH SOLE 117 0 0 ISHARES 20 PLS YEAR UIT EXCHANGE TRADED 464287432 27269 309 SH SOLE 309 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 33049 114 SH SOLE 114 0 0 BROADCOM INC COMMON STOCK 11135F101 41347 150 SH SOLE 150 0 0 VANGUARD GROWTH ETF UIT EXCHANGE TRADED 922908736 124505 284 SH SOLE 284 0 0 ISHARES BROAD USD UIT EXCHANGE TRADED 464288620 9567 186 SH SOLE 186 0 0 MICROSOFT CORP COMMON STOCK 594918104 172775 347 SH SOLE 347 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 912183 2148 SH SOLE 2148 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 169262 3422 SH SOLE 3422 0 0 STRYKER CORP COMMON STOCK 863667101 25906 65 SH SOLE 65 0 0 NIKE INC COMMON STOCK 654106103 12729 179 SH SOLE 179 0 0 WALMART INC COMMON STOCK 931142103 37400 382 SH SOLE 382 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 21322 133 SH SOLE 133 0 0 NVIDIA CORP COMMON STOCK 67066G104 86946 550 SH SOLE 550 0 0 TESLA INC COMMON STOCK 88160R101 20647 65 SH SOLE 65 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 22989 110 SH SOLE 110 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 460933 2373 SH SOLE 2373 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 39485 433 SH SOLE 433 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 403251 731 SH SOLE 731 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 27577 637 SH SOLE 637 0 0 VISA INC COMMON STOCK 92826C839 28461 80 SH SOLE 80 0 0 AMAZON.COM INC COMMON STOCK 023135106 94337 430 SH SOLE 430 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 616977 5645 SH SOLE 5645 0 0 IBM CORP COMMON STOCK 459200101 44473 150 SH SOLE 150 0 0 BIOGEN INC COMMON STOCK 09062X103 8665 69 SH SOLE 69 0 0 CITIGROUP INC COMMON STOCK 172967424 7226 84 SH SOLE 84 0 0 META PLATFORMS INC COMMON STOCK 30303M102 44519 60 SH SOLE 60 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 151595 1272 SH SOLE 1272 0 0 O REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 22983 255 SH SOLE 255 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 2409603 3880 SH SOLE 3880 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 43207 161 SH SOLE 161 0 0 STARBUCKS CORP COMMON STOCK 855244109 18042 196 SH SOLE 196 0 0 ADVANCED MICRO DEVIC COMMON STOCK 007903107 20575 145 SH SOLE 145 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 22460 400 SH SOLE 400 0 0 ZOETIS INC COMMON STOCK 98978V103 14787 94 SH SOLE 94 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 143980 1378 SH SOLE 1378 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 131153 2566 SH SOLE 2566 0 0 ACCENTURE PLC IRELAND F FOREIGN ORDINARIES G1151C101 18531 62 SH SOLE 62 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 35089 110 SH SOLE 110 0 0 PFIZER INC COMMON STOCK 717081103 14389 593 SH SOLE 593 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 29125 93 SH SOLE 93 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 168388 2751 SH SOLE 2751 0 0 NETFLIX INC COMMON STOCK 64110L106 52226 39 SH SOLE 39 0 0 APPLE INC COMMON STOCK 037833100 20323 99 SH SOLE 99 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 518909 6215 SH SOLE 6215 0 0 LOWES COS INC COMMON STOCK 548661107 19148 86 SH SOLE 86 0 0 REPUBLIC SVCS INC COMMON STOCK 760759100 41520 168 SH SOLE 168 0 0 PALO ALTO NETWORKS INC COMMON STOCK 697435105 27012 132 SH SOLE 132 0 0 MASTERCARD INC COMMON STOCK 57636Q104 47999 85 SH SOLE 85 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 48834 659 SH SOLE 659 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 37299 128 SH SOLE 128 0 0 THE COCA-COLA CO COMMON STOCK 191216100 23177 327 SH SOLE 327 0 0 SERVICENOW INC COMMON STOCK 81762P102 28786 28 SH SOLE 28 0 0 SALESFORCE INC COMMON STOCK 79466L302 27739 101 SH SOLE 101 0 0 ALPHABET INC COMMON STOCK 02079K305 93062 528 SH SOLE 528 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 14901 35 SH SOLE 35 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1360 27 SH SOLE 27 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 8930 45 SH SOLE 45 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 2784 5 SH SOLE 5 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 4728 43 SH SOLE 43 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 23527 37 SH SOLE 37 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 6449 126 SH SOLE 126 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1530 25 SH SOLE 25 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 6396 76 SH SOLE 76 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 97507 229 SH SOLE 229 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 14848 300 SH SOLE 300 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 69723 358 SH SOLE 358 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 20347 223 SH SOLE 223 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 28464 51 SH SOLE 51 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 40608 371 SH SOLE 371 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 15286 128 SH SOLE 128 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 30933 542 SH SOLE 542 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 164419 264 SH SOLE 264 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 58290 1140 SH SOLE 1140 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 14506 237 SH SOLE 237 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 15707 212 SH SOLE 212 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 16574 39 SH SOLE 39 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1488 30 SH SOLE 30 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 9754 50 SH SOLE 50 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 3309 6 SH SOLE 6 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 5594 51 SH SOLE 51 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 23044 37 SH SOLE 37 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 6515 127 SH SOLE 127 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1713 28 SH SOLE 28 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 5949 71 SH SOLE 71 0 0 MICROSOFT CORP COMMON STOCK 594918104 3030 6 SH SOLE 6 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 133379 314 SH SOLE 314 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 23444 474 SH SOLE 474 0 0 STRYKER CORP COMMON STOCK 863667101 3172 8 SH SOLE 8 0 0 NIKE INC COMMON STOCK 654106103 3654 51 SH SOLE 51 0 0 WALMART INC COMMON STOCK 931142103 3375 34 SH SOLE 34 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 3072 19 SH SOLE 19 0 0 NVIDIA CORP COMMON STOCK 67066G104 3635 23 SH SOLE 23 0 0 TESLA INC COMMON STOCK 88160R101 3176 10 SH SOLE 10 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 3194 15 SH SOLE 15 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 94239 485 SH SOLE 485 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 37414 410 SH SOLE 410 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 51052 92 SH SOLE 92 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 3237 74 SH SOLE 74 0 0 VISA INC COMMON STOCK 92826C839 3221 9 SH SOLE 9 0 0 AMAZON.COM INC COMMON STOCK 023135106 6581 30 SH SOLE 30 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 75259 688 SH SOLE 688 0 0 IBM CORP COMMON STOCK 459200101 3437 11 SH SOLE 11 0 0 BIOGEN INC COMMON STOCK 09062X103 2888 23 SH SOLE 23 0 0 CITIGROUP INC COMMON STOCK 172967424 3352 39 SH SOLE 39 0 0 META PLATFORMS INC COMMON STOCK 30303M102 2964 4 SH SOLE 4 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 23175 194 SH SOLE 194 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 26238 460 SH SOLE 460 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 251582 405 SH SOLE 405 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 3209 12 SH SOLE 12 0 0 STARBUCKS CORP COMMON STOCK 855244109 3069 33 SH SOLE 33 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 3537 63 SH SOLE 63 0 0 CISCO SYS INC COMMON STOCK 17275R102 3191 46 SH SOLE 46 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 23065 220 SH SOLE 220 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 24241 474 SH SOLE 474 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 3554 11 SH SOLE 11 0 0 PFIZER INC COMMON STOCK 717081103 3119 128 SH SOLE 128 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 30543 499 SH SOLE 499 0 0 NETFLIX INC COMMON STOCK 64110L106 2678 2 SH SOLE 2 0 0 APPLE INC COMMON STOCK 037833100 3295 16 SH SOLE 16 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 20981 251 SH SOLE 251 0 0 LOWES COS INC COMMON STOCK 548661107 3154 14 SH SOLE 14 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 23396 316 SH SOLE 316 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 3273 11 SH SOLE 11 0 0 THE COCA-COLA CO COMMON STOCK 191216100 3265 46 SH SOLE 46 0 0 ALPHABET INC COMMON STOCK 02079K305 5672 32 SH SOLE 32 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 64342 151 SH SOLE 151 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 11470 231 SH SOLE 231 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 54412 280 SH SOLE 280 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 15384 168 SH SOLE 168 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 23828 43 SH SOLE 43 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 30800 281 SH SOLE 281 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 10294 86 SH SOLE 86 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 22909 401 SH SOLE 401 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 148997 239 SH SOLE 239 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 9763 93 SH SOLE 93 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 9164 179 SH SOLE 179 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 15792 258 SH SOLE 258 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 11677 157 SH SOLE 157 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 21712 51 SH SOLE 51 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1931 39 SH SOLE 39 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 12573 64 SH SOLE 64 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4427 8 SH SOLE 8 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 6888 63 SH SOLE 63 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 28842 46 SH SOLE 46 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 8762 171 SH SOLE 171 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3917 64 SH SOLE 64 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 8291 99 SH SOLE 99 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 82577 194 SH SOLE 194 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 14640 295 SH SOLE 295 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 74223 382 SH SOLE 382 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 21044 231 SH SOLE 231 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 30996 56 SH SOLE 56 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 42109 385 SH SOLE 385 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 14615 122 SH SOLE 122 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 31575 553 SH SOLE 553 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 195475 314 SH SOLE 314 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 13546 129 SH SOLE 129 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 12530 245 SH SOLE 245 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 20321 332 SH SOLE 332 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 14295 193 SH SOLE 193 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1701 4 SH SOLE 4 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 203 4 SH SOLE 4 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 979 5 SH SOLE 5 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 553 1 SH SOLE 1 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 660 6 SH SOLE 6 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 3746 6 SH SOLE 6 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 1047 20 SH SOLE 20 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 244 4 SH SOLE 4 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 849 10 SH SOLE 10 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 69311 163 SH SOLE 163 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 6082 122 SH SOLE 122 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 43197 222 SH SOLE 222 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 12151 22 SH SOLE 22 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 24750 226 SH SOLE 226 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 93629 150 SH SOLE 150 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 19646 384 SH SOLE 384 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 6059 99 SH SOLE 99 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 24867 297 SH SOLE 297 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 27228 64 SH SOLE 64 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3782 76 SH SOLE 76 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 22671 116 SH SOLE 116 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 6650 73 SH SOLE 73 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 8284 15 SH SOLE 15 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 13849 126 SH SOLE 126 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 1667 14 SH SOLE 14 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 57388 92 SH SOLE 92 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 1671 16 SH SOLE 16 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 12291 240 SH SOLE 240 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 5325 87 SH SOLE 87 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 11255 134 SH SOLE 134 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 2738 37 SH SOLE 37 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 100630 237 SH SOLE 237 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 17135 346 SH SOLE 346 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 88334 454 SH SOLE 454 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 24953 273 SH SOLE 273 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 36067 65 SH SOLE 65 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 52039 476 SH SOLE 476 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 16161 135 SH SOLE 135 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 36051 632 SH SOLE 632 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 243685 392 SH SOLE 392 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 15224 145 SH SOLE 145 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 11925 233 SH SOLE 233 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 34583 565 SH SOLE 565 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 18145 245 SH SOLE 245 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 98173 231 SH SOLE 231 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 16814 339 SH SOLE 339 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 85253 438 SH SOLE 438 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 26454 290 SH SOLE 290 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 34753 63 SH SOLE 63 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 52759 482 SH SOLE 482 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 10512 88 SH SOLE 88 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 33556 588 SH SOLE 588 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 224843 362 SH SOLE 362 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 39257 768 SH SOLE 768 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 19954 326 SH SOLE 326 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 16786 226 SH SOLE 226 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 83288 196 SH SOLE 196 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 15079 304 SH SOLE 304 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 72508 373 SH SOLE 373 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 21162 232 SH SOLE 232 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 31143 56 SH SOLE 56 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 41864 383 SH SOLE 383 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 9823 82 SH SOLE 82 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 32248 565 SH SOLE 565 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 193138 311 SH SOLE 311 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 34481 674 SH SOLE 674 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 19403 317 SH SOLE 317 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 16502 222 SH SOLE 222 0 0 ISHARES SILVER TRUST UIT EXCHANGE TRADED 46428Q109 127532 3887 SH SOLE 3887 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 60401 142 SH SOLE 142 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 5213 105 SH SOLE 105 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 34634 178 SH SOLE 178 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 11048 20 SH SOLE 20 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 20132 184 SH SOLE 184 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 79345 127 SH SOLE 127 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 22223 434 SH SOLE 434 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 5447 89 SH SOLE 89 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 19974 239 SH SOLE 239 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 97514 229 SH SOLE 229 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 16469 332 SH SOLE 332 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 83832 431 SH SOLE 431 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 26712 293 SH SOLE 293 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 34296 62 SH SOLE 62 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 52673 481 SH SOLE 481 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 15008 126 SH SOLE 126 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 5358 94 SH SOLE 94 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 219322 353 SH SOLE 353 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 15051 144 SH SOLE 144 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 14064 275 SH SOLE 275 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 21301 348 SH SOLE 348 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 27049 324 SH SOLE 324 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 16409 221 SH SOLE 221 0 0 MICROSOFT CORP COMMON STOCK 594918104 21365 42 SH SOLE 42 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 46764 110 SH SOLE 110 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 7589 153 SH SOLE 153 0 0 STRYKER CORP COMMON STOCK 863667101 2025 5 SH SOLE 5 0 0 NIKE INC COMMON STOCK 654106103 963 13 SH SOLE 13 0 0 WALMART INC COMMON STOCK 931142103 2703 27 SH SOLE 27 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1496 9 SH SOLE 9 0 0 NVIDIA CORP COMMON STOCK 67066G104 6323 40 SH SOLE 40 0 0 TESLA INC COMMON STOCK 88160R101 1588 5 SH SOLE 5 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 1774 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 15508 79 SH SOLE 79 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 30118 54 SH SOLE 54 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 4350 100 SH SOLE 100 0 0 VISA INC COMMON STOCK 92826C839 1450 4 SH SOLE 4 0 0 AMAZON.COM INC COMMON STOCK 023135106 17112 78 SH SOLE 78 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 35062 320 SH SOLE 320 0 0 IBM CORP COMMON STOCK 459200101 3152 10 SH SOLE 10 0 0 BIOGEN INC COMMON STOCK 09062X103 879 7 SH SOLE 7 0 0 META PLATFORMS INC COMMON STOCK 30303M102 17807 24 SH SOLE 24 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 26 0 SH SOLE 0 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 126492 203 SH SOLE 203 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 3220 12 SH SOLE 12 0 0 STARBUCKS CORP COMMON STOCK 855244109 1365 14 SH SOLE 14 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 2807 50 SH SOLE 50 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 16433 321 SH SOLE 321 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 2929 9 SH SOLE 9 0 0 PFIZER INC COMMON STOCK 717081103 33 1 SH SOLE 1 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3182 52 SH SOLE 52 0 0 NETFLIX INC COMMON STOCK 64110L106 4017 3 SH SOLE 3 0 0 APPLE INC COMMON STOCK 037833100 1450 7 SH SOLE 7 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 16048 192 SH SOLE 192 0 0 LOWES COS INC COMMON STOCK 548661107 1384 6 SH SOLE 6 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 7665 103 SH SOLE 103 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2717 9 SH SOLE 9 0 0 THE COCA-COLA CO COMMON STOCK 191216100 1790 25 SH SOLE 25 0 0 ALPHABET INC COMMON STOCK 02079K305 7622 43 SH SOLE 43 0 0 MICROSOFT CORP COMMON STOCK 594918104 71504 143 SH SOLE 143 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 289658 682 SH SOLE 682 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 52003 1051 SH SOLE 1051 0 0 STRYKER CORP COMMON STOCK 863667101 10140 25 SH SOLE 25 0 0 NIKE INC COMMON STOCK 654106103 5038 70 SH SOLE 70 0 0 WALMART INC COMMON STOCK 931142103 13977 142 SH SOLE 142 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 8112 50 SH SOLE 50 0 0 NVIDIA CORP COMMON STOCK 67066G104 26875 170 SH SOLE 170 0 0 TESLA INC COMMON STOCK 88160R101 8894 28 SH SOLE 28 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 8167 39 SH SOLE 39 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 134375 691 SH SOLE 691 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 74747 820 SH SOLE 820 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 112847 204 SH SOLE 204 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 10907 252 SH SOLE 252 0 0 VISA INC COMMON STOCK 92826C839 11168 31 SH SOLE 31 0 0 AMAZON.COM INC COMMON STOCK 023135106 28740 131 SH SOLE 131 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 151009 1381 SH SOLE 1381 0 0 IBM CORP COMMON STOCK 459200101 16721 56 SH SOLE 56 0 0 BIOGEN INC COMMON STOCK 09062X103 3390 27 SH SOLE 27 0 0 CITIGROUP INC COMMON STOCK 172967424 14592 171 SH SOLE 171 0 0 META PLATFORMS INC COMMON STOCK 30303M102 18549 25 SH SOLE 25 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 49024 411 SH SOLE 411 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 560626 902 SH SOLE 902 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 15853 59 SH SOLE 59 0 0 STARBUCKS CORP COMMON STOCK 855244109 7303 79 SH SOLE 79 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 11230 200 SH SOLE 200 0 0 CISCO SYS INC COMMON STOCK 17275R102 10384 149 SH SOLE 149 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 44968 430 SH SOLE 430 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 46874 917 SH SOLE 917 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 14148 44 SH SOLE 44 0 0 PFIZER INC COMMON STOCK 717081103 5504 227 SH SOLE 227 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 39847 651 SH SOLE 651 0 0 NETFLIX INC COMMON STOCK 64110L106 22765 17 SH SOLE 17 0 0 APPLE INC COMMON STOCK 037833100 7884 38 SH SOLE 38 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 125909 1508 SH SOLE 1508 0 0 LOWES COS INC COMMON STOCK 548661107 7382 33 SH SOLE 33 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 48445 654 SH SOLE 654 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 14438 49 SH SOLE 49 0 0 THE COCA-COLA CO COMMON STOCK 191216100 8960 126 SH SOLE 126 0 0 ALPHABET INC COMMON STOCK 02079K305 42719 242 SH SOLE 242 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2976 7 SH SOLE 7 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 298 6 SH SOLE 6 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2149 11 SH SOLE 11 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 728 8 SH SOLE 8 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 553 1 SH SOLE 1 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1099 10 SH SOLE 10 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 4367 7 SH SOLE 7 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 1243 24 SH SOLE 24 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 428 7 SH SOLE 7 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1022 12 SH SOLE 12 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 222 3 SH SOLE 3 0 0 MICROSOFT CORP COMMON STOCK 594918104 21712 43 SH SOLE 43 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 383610 903 SH SOLE 903 0 0 STRYKER CORP COMMON STOCK 863667101 8044 20 SH SOLE 20 0 0 NIKE INC COMMON STOCK 654106103 4106 57 SH SOLE 57 0 0 WALMART INC COMMON STOCK 931142103 11416 116 SH SOLE 116 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 6502 40 SH SOLE 40 0 0 NVIDIA CORP COMMON STOCK 67066G104 28453 180 SH SOLE 180 0 0 TESLA INC COMMON STOCK 88160R101 6988 22 SH SOLE 22 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 7042 33 SH SOLE 33 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 233133 1200 SH SOLE 1200 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 54944 603 SH SOLE 603 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 125837 228 SH SOLE 228 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 8595 198 SH SOLE 198 0 0 VISA INC COMMON STOCK 92826C839 8646 24 SH SOLE 24 0 0 AMAZON.COM INC COMMON STOCK 023135106 12505 57 SH SOLE 57 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 179666 1643 SH SOLE 1643 0 0 IBM CORP COMMON STOCK 459200101 13557 45 SH SOLE 45 0 0 BIOGEN INC COMMON STOCK 09062X103 2762 22 SH SOLE 22 0 0 CITIGROUP INC COMMON STOCK 172967424 11638 136 SH SOLE 136 0 0 META PLATFORMS INC COMMON STOCK 30303M102 14839 20 SH SOLE 20 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 115899 973 SH SOLE 973 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 551724 888 SH SOLE 888 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 13119 49 SH SOLE 49 0 0 STARBUCKS CORP COMMON STOCK 855244109 5579 60 SH SOLE 60 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 5615 100 SH SOLE 100 0 0 CISCO SYS INC COMMON STOCK 17275R102 8262 119 SH SOLE 119 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 232535 4550 SH SOLE 4550 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 11716 36 SH SOLE 36 0 0 PFIZER INC COMMON STOCK 717081103 4375 180 SH SOLE 180 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 72411 1183 SH SOLE 1183 0 0 NETFLIX INC COMMON STOCK 64110L106 18747 14 SH SOLE 14 0 0 APPLE INC COMMON STOCK 037833100 16160 78 SH SOLE 78 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 176830 2118 SH SOLE 2118 0 0 LOWES COS INC COMMON STOCK 548661107 5739 25 SH SOLE 25 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 57780 780 SH SOLE 780 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 13588 46 SH SOLE 46 0 0 THE COCA-COLA CO COMMON STOCK 191216100 7236 102 SH SOLE 102 0 0 ALPHABET INC COMMON STOCK 02079K305 11876 67 SH SOLE 67 0 0 MICROSOFT CORP COMMON STOCK 594918104 123076 247 SH SOLE 247 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 590445 1390 SH SOLE 1390 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 101134 2044 SH SOLE 2044 0 0 NIKE INC COMMON STOCK 654106103 7962 112 SH SOLE 112 0 0 WALMART INC COMMON STOCK 931142103 20439 209 SH SOLE 209 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 14422 90 SH SOLE 90 0 0 NVIDIA CORP COMMON STOCK 67066G104 66391 420 SH SOLE 420 0 0 TESLA INC COMMON STOCK 88160R101 13977 44 SH SOLE 44 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 14061 67 SH SOLE 67 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 282582 1454 SH SOLE 1454 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 133637 1466 SH SOLE 1466 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 210979 382 SH SOLE 382 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 14384 332 SH SOLE 332 0 0 VISA INC COMMON STOCK 92826C839 15153 42 SH SOLE 42 0 0 AMAZON.COM INC COMMON STOCK 023135106 15357 70 SH SOLE 70 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 278434 2547 SH SOLE 2547 0 0 IBM CORP COMMON STOCK 459200101 20482 69 SH SOLE 69 0 0 BIOGEN INC COMMON STOCK 09062X103 5902 47 SH SOLE 47 0 0 CITIGROUP INC COMMON STOCK 172967424 5798 68 SH SOLE 68 0 0 META PLATFORMS INC COMMON STOCK 30303M102 18561 25 SH SOLE 25 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 89552 751 SH SOLE 751 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1178414 1897 SH SOLE 1897 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 26603 99 SH SOLE 99 0 0 STARBUCKS CORP COMMON STOCK 855244109 12514 136 SH SOLE 136 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 14037 250 SH SOLE 250 0 0 CISCO SYS INC COMMON STOCK 17275R102 18130 261 SH SOLE 261 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 83836 802 SH SOLE 802 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 68460 1339 SH SOLE 1339 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 17876 56 SH SOLE 56 0 0 PFIZER INC COMMON STOCK 717081103 9742 401 SH SOLE 401 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 80919 1322 SH SOLE 1322 0 0 NETFLIX INC COMMON STOCK 64110L106 26782 20 SH SOLE 20 0 0 APPLE INC COMMON STOCK 037833100 13694 66 SH SOLE 66 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 235271 2818 SH SOLE 2818 0 0 LOWES COS INC COMMON STOCK 548661107 11556 52 SH SOLE 52 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 19705 67 SH SOLE 67 0 0 THE COCA-COLA CO COMMON STOCK 191216100 14915 210 SH SOLE 210 0 0 ALPHABET INC COMMON STOCK 02079K305 16308 92 SH SOLE 92 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 5519 13 SH SOLE 13 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 992 20 SH SOLE 20 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 5049 26 SH SOLE 26 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 1556 17 SH SOLE 17 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1103 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 3169 29 SH SOLE 29 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 1429 12 SH SOLE 12 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 2013 35 SH SOLE 35 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 13038 21 SH SOLE 21 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 4547 89 SH SOLE 89 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 550 9 SH SOLE 9 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 978 13 SH SOLE 13 0 0 MICROSOFT CORP COMMON STOCK 594918104 264158 531 SH SOLE 531 0 0 COPART INC COMMON STOCK 217204106 38569 786 SH SOLE 786 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1660280 3910 SH SOLE 3910 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 296429 5993 SH SOLE 5993 0 0 NIKE INC COMMON STOCK 654106103 19202 270 SH SOLE 270 0 0 WALMART INC COMMON STOCK 931142103 53890 551 SH SOLE 551 0 0 COSTAR GROUP INC COMMON STOCK 22160N109 29828 371 SH SOLE 371 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 31230 196 SH SOLE 196 0 0 NVIDIA CORP COMMON STOCK 67066G104 98016 620 SH SOLE 620 0 0 TESLA INC COMMON STOCK 88160R101 33671 106 SH SOLE 106 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 34180 164 SH SOLE 164 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1055888 5436 SH SOLE 5436 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 395272 4338 SH SOLE 4338 0 0 TJX COS INC NEW COMMON STOCK 872540109 52754 427 SH SOLE 427 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 642728 1165 SH SOLE 1165 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 40951 946 SH SOLE 946 0 0 VISA INC COMMON STOCK 92826C839 42151 118 SH SOLE 118 0 0 AMAZON.COM INC COMMON STOCK 023135106 173976 793 SH SOLE 793 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 818004 7484 SH SOLE 7484 0 0 IBM CORP COMMON STOCK 459200101 63965 216 SH SOLE 216 0 0 BIOGEN INC COMMON STOCK 09062X103 12810 102 SH SOLE 102 0 0 CITIGROUP INC COMMON STOCK 172967424 11410 134 SH SOLE 134 0 0 META PLATFORMS INC COMMON STOCK 30303M102 69004 93 SH SOLE 93 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 267501 2246 SH SOLE 2246 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 3232683 5206 SH SOLE 5206 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 57465 215 SH SOLE 215 0 0 STARBUCKS CORP COMMON STOCK 855244109 26913 293 SH SOLE 293 0 0 ADVANCED MICRO DEVIC COMMON STOCK 007903107 44272 312 SH SOLE 312 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 44920 800 SH SOLE 800 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 249588 2388 SH SOLE 2388 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 231935 4538 SH SOLE 4538 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 52161 163 SH SOLE 163 0 0 PFIZER INC COMMON STOCK 717081103 20913 862 SH SOLE 862 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 50973 163 SH SOLE 163 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 369892 6043 SH SOLE 6043 0 0 NETFLIX INC COMMON STOCK 64110L106 85704 64 SH SOLE 64 0 0 APPLE INC COMMON STOCK 037833100 30261 147 SH SOLE 147 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 676514 8103 SH SOLE 8103 0 0 LOWES COS INC COMMON STOCK 548661107 28145 126 SH SOLE 126 0 0 PALO ALTO NETWORKS INC COMMON STOCK 697435105 60164 294 SH SOLE 294 0 0 COSTCO WHSL CORP NEW COMMON STOCK 22160K105 72561 73 SH SOLE 73 0 0 MASTERCARD INC COMMON STOCK 57636Q104 105586 187 SH SOLE 187 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 242426 3275 SH SOLE 3275 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 54526 188 SH SOLE 188 0 0 THE COCA-COLA CO COMMON STOCK 191216100 33802 477 SH SOLE 477 0 0 ALPHABET INC COMMON STOCK 02079K305 151026 856 SH SOLE 856 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 71014 167 SH SOLE 167 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 6339 128 SH SOLE 128 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 40885 210 SH SOLE 210 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 12835 23 SH SOLE 23 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 20583 188 SH SOLE 188 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 98893 159 SH SOLE 159 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 25251 494 SH SOLE 494 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3917 64 SH SOLE 64 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 24042 288 SH SOLE 288 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 39163 92 SH SOLE 92 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3201 64 SH SOLE 64 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 23753 122 SH SOLE 122 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 6640 12 SH SOLE 12 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 13421 122 SH SOLE 122 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 53886 86 SH SOLE 86 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 15928 311 SH SOLE 311 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3366 55 SH SOLE 55 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 13560 162 SH SOLE 162 0 0 MICROSOFT CORP COMMON STOCK 594918104 200195 402 SH SOLE 402 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1369303 3225 SH SOLE 3225 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 191422 3870 SH SOLE 3870 0 0 NIKE INC COMMON STOCK 654106103 13773 193 SH SOLE 193 0 0 WALMART INC COMMON STOCK 931142103 40113 410 SH SOLE 410 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 22927 143 SH SOLE 143 0 0 NVIDIA CORP COMMON STOCK 67066G104 104336 660 SH SOLE 660 0 0 TESLA INC COMMON STOCK 88160R101 22236 70 SH SOLE 70 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 22789 109 SH SOLE 109 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 884782 4555 SH SOLE 4555 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 321195 3525 SH SOLE 3525 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 507299 919 SH SOLE 919 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 29686 686 SH SOLE 686 0 0 VISA INC COMMON STOCK 92826C839 30622 86 SH SOLE 86 0 0 AMAZON.COM INC COMMON STOCK 023135106 103990 474 SH SOLE 474 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 661613 6053 SH SOLE 6053 0 0 IBM CORP COMMON STOCK 459200101 47975 162 SH SOLE 162 0 0 BIOGEN INC COMMON STOCK 09062X103 9293 74 SH SOLE 74 0 0 CITIGROUP INC COMMON STOCK 172967424 9325 109 SH SOLE 109 0 0 META PLATFORMS INC COMMON STOCK 30303M102 48971 66 SH SOLE 66 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 214412 1800 SH SOLE 1800 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 120592 2115 SH SOLE 2115 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 2503202 4031 SH SOLE 4031 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 46734 175 SH SOLE 175 0 0 STARBUCKS CORP COMMON STOCK 855244109 20388 222 SH SOLE 222 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 28075 500 SH SOLE 500 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 200699 1920 SH SOLE 1920 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 185154 3623 SH SOLE 3623 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 38156 119 SH SOLE 119 0 0 PFIZER INC COMMON STOCK 717081103 15450 637 SH SOLE 637 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 365056 5964 SH SOLE 5964 0 0 NETFLIX INC COMMON STOCK 64110L106 57582 43 SH SOLE 43 0 0 APPLE INC COMMON STOCK 037833100 22014 107 SH SOLE 107 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 534614 6404 SH SOLE 6404 0 0 LOWES COS INC COMMON STOCK 548661107 20532 92 SH SOLE 92 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 130951 1769 SH SOLE 1769 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 40234 138 SH SOLE 138 0 0 THE COCA-COLA CO COMMON STOCK 191216100 25018 353 SH SOLE 353 0 0 ALPHABET INC COMMON STOCK 02079K305 100152 568 SH SOLE 568 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2977 7 SH SOLE 7 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 305 6 SH SOLE 6 0 0 TESLA INC COMMON STOCK 88160R101 1588 5 SH SOLE 5 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2348 12 SH SOLE 12 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 12741 23 SH SOLE 23 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1100 10 SH SOLE 10 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 20059 32 SH SOLE 32 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 1459 28 SH SOLE 28 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 16343 267 SH SOLE 267 0 0 APPLE INC COMMON STOCK 037833100 4337 21 SH SOLE 21 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1359 16 SH SOLE 16 0 0 ISHARES ETHEREUM TRUST UIT EXCHANGE TRADED 46438R105 2421 127 SH SOLE 127 0 0 MICROSOFT CORP COMMON STOCK 594918104 2202 4 SH SOLE 4 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 37337 87 SH SOLE 87 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 6288 127 SH SOLE 127 0 0 STRYKER CORP COMMON STOCK 863667101 2032 5 SH SOLE 5 0 0 NIKE INC COMMON STOCK 654106103 897 12 SH SOLE 12 0 0 WALMART INC COMMON STOCK 931142103 2477 25 SH SOLE 25 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1397 8 SH SOLE 8 0 0 NVIDIA CORP COMMON STOCK 67066G104 4742 30 SH SOLE 30 0 0 TESLA INC COMMON STOCK 88160R101 952 3 SH SOLE 3 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 805 3 SH SOLE 3 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 22737 117 SH SOLE 117 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 13459 24 SH SOLE 24 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 912 21 SH SOLE 21 0 0 VISA INC COMMON STOCK 92826C839 2161 6 SH SOLE 6 0 0 AMAZON.COM INC COMMON STOCK 023135106 2193 10 SH SOLE 10 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 19565 179 SH SOLE 179 0 0 IBM CORP COMMON STOCK 459200101 2996 10 SH SOLE 10 0 0 CITIGROUP INC COMMON STOCK 172967424 2943 34 SH SOLE 34 0 0 META PLATFORMS INC COMMON STOCK 30303M102 2967 4 SH SOLE 4 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 6728 56 SH SOLE 56 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 56496 90 SH SOLE 90 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 2962 11 SH SOLE 11 0 0 STARBUCKS CORP COMMON STOCK 855244109 0 0 SH SOLE 0 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 2807 50 SH SOLE 50 0 0 CISCO SYS INC COMMON STOCK 17275R102 0 0 SH SOLE 0 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 1460 13 SH SOLE 13 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 6140 120 SH SOLE 120 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 2666 8 SH SOLE 8 0 0 PFIZER INC COMMON STOCK 717081103 0 0 SH SOLE 0 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 10650 174 SH SOLE 174 0 0 NETFLIX INC COMMON STOCK 64110L106 4017 3 SH SOLE 3 0 0 APPLE INC COMMON STOCK 037833100 1661 8 SH SOLE 8 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 12762 152 SH SOLE 152 0 0 LOWES COS INC COMMON STOCK 548661107 1 0 SH SOLE 0 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 6486 87 SH SOLE 87 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2717 9 SH SOLE 9 0 0 THE COCA-COLA CO COMMON STOCK 191216100 1714 24 SH SOLE 24 0 0 ALPHABET INC COMMON STOCK 02079K305 1949 11 SH SOLE 11 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 96220 226 SH SOLE 226 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 10267 207 SH SOLE 207 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 65487 337 SH SOLE 337 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 1822 20 SH SOLE 20 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 24901 45 SH SOLE 45 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 19045 172 SH SOLE 172 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 39045 357 SH SOLE 357 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 2381 20 SH SOLE 20 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 153259 246 SH SOLE 246 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 2298 22 SH SOLE 22 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 42710 835 SH SOLE 835 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 15241 249 SH SOLE 249 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 38888 465 SH SOLE 465 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 2294 31 SH SOLE 31 0 0 MICROSOFT CORP COMMON STOCK 594918104 119369 239 SH SOLE 239 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1567905 3692 SH SOLE 3692 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 249371 5041 SH SOLE 5041 0 0 NIKE INC COMMON STOCK 654106103 19386 272 SH SOLE 272 0 0 WALMART INC COMMON STOCK 931142103 56621 579 SH SOLE 579 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 32090 201 SH SOLE 201 0 0 NVIDIA CORP COMMON STOCK 67066G104 97997 620 SH SOLE 620 0 0 TESLA INC COMMON STOCK 88160R101 31766 100 SH SOLE 100 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 34431 165 SH SOLE 165 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 950057 4891 SH SOLE 4891 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 330719 3630 SH SOLE 3630 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 570254 1033 SH SOLE 1033 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 40748 941 SH SOLE 941 0 0 VISA INC COMMON STOCK 92826C839 43092 121 SH SOLE 121 0 0 AMAZON.COM INC COMMON STOCK 023135106 47607 217 SH SOLE 217 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 684289 6261 SH SOLE 6261 0 0 IBM CORP COMMON STOCK 459200101 66953 227 SH SOLE 227 0 0 BIOGEN INC COMMON STOCK 09062X103 13186 105 SH SOLE 105 0 0 CITIGROUP INC COMMON STOCK 172967424 13934 163 SH SOLE 163 0 0 META PLATFORMS INC COMMON STOCK 30303M102 68154 92 SH SOLE 92 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 2805056 4517 SH SOLE 4517 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 65208 244 SH SOLE 244 0 0 STARBUCKS CORP COMMON STOCK 855244109 27210 296 SH SOLE 296 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 36497 650 SH SOLE 650 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 53629 168 SH SOLE 168 0 0 PFIZER INC COMMON STOCK 717081103 21210 875 SH SOLE 875 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 426327 6965 SH SOLE 6965 0 0 NETFLIX INC COMMON STOCK 64110L106 80347 60 SH SOLE 60 0 0 APPLE INC COMMON STOCK 037833100 30833 150 SH SOLE 150 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 468700 5614 SH SOLE 5614 0 0 LOWES COS INC COMMON STOCK 548661107 28790 129 SH SOLE 129 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 37308 504 SH SOLE 504 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 56268 194 SH SOLE 194 0 0 THE COCA-COLA CO COMMON STOCK 191216100 35101 496 SH SOLE 496 0 0 ALPHABET INC COMMON STOCK 02079K305 53758 305 SH SOLE 305 0 0 EFFECTOR THERAPEUTIC EQU COMMON STOCK 28202V207 0 12 SH SOLE 12 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 13179 31 SH SOLE 31 0 0 ATERIAN INC COMMON STOCK 02156U200 34 21 SH SOLE 21 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2222 44 SH SOLE 44 0 0 ILUSTRATO PICTURES INTL COMMON STOCK 452372105 1 1000 SH SOLE 1000 0 0 GREENPOWER MTR CO INC F FOREIGN CANADIAN 39540E302 276 690 SH SOLE 690 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 14561 74 SH SOLE 74 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4979 9 SH SOLE 9 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 11631 105 SH SOLE 105 0 0 LUCID GROUP INC COMMON STOCK 549498103 447 212 SH SOLE 212 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 8200 75 SH SOLE 75 0 0 GLOBALSTAR INC COMMON STOCK 378973507 306 13 SH SOLE 13 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 30787 49 SH SOLE 49 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 16051 314 SH SOLE 314 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2509 41 SH SOLE 41 0 0 APPLE INC COMMON STOCK 037833100 1033 5 SH SOLE 5 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 8878 106 SH SOLE 106 0 0 51TALK ONLINE ED GROUP F AMERICAN DEPOSITORY 16954L204 1650 50 SH SOLE 50 0 0 PALANTIR TECHNOLOGIES IN COMMON STOCK 69608A108 7361 54 SH SOLE 54 0 0 META MATLS INC EQUITY COMMON STOCK 59134N302 0 5 SH SOLE 5 0 0 APOLLO SILVER CORP F FOREIGN CANADIAN 03770A109 44 180 SH SOLE 180 0 0 DRAFTKINGS INC NEW COMMON STOCK 26142V105 6433 150 SH SOLE 150 0 0 AMC ENTMT HLDGS INC COMMON STOCK 00165C302 99 32 SH SOLE 32 0 0 LANCASTER RES INC F FOREIGN CANADIAN 51440M102 0 11 SH SOLE 11 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 3403 8 SH SOLE 8 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 297 6 SH SOLE 6 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2541 13 SH SOLE 13 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1656 3 SH SOLE 3 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1319 12 SH SOLE 12 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 6243 10 SH SOLE 10 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 1460 28 SH SOLE 28 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 856 14 SH SOLE 14 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1614 19 SH SOLE 19 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 496756 1169 SH SOLE 1169 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 85176 1722 SH SOLE 1722 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 425986 2193 SH SOLE 2193 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 126916 1393 SH SOLE 1393 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 176455 319 SH SOLE 319 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 256568 2347 SH SOLE 2347 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 79233 665 SH SOLE 665 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 171643 3010 SH SOLE 3010 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1128367 1817 SH SOLE 1817 0 0 ELI LILLY AND CO COMMON STOCK 532457108 32740 42 SH SOLE 42 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 76826 735 SH SOLE 735 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 66393 1299 SH SOLE 1299 0 0 NUCOR CORP COMMON STOCK 670346105 58422 451 SH SOLE 451 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 120828 1974 SH SOLE 1974 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 30496 199 SH SOLE 199 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 85129 1150 SH SOLE 1150 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1273 3 SH SOLE 3 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 742 15 SH SOLE 15 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 4550 23 SH SOLE 23 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 6259 56 SH SOLE 56 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2316 21 SH SOLE 21 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 23408 37 SH SOLE 37 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 4379 85 SH SOLE 85 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1285 21 SH SOLE 21 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 4373 52 SH SOLE 52 0 0 MICROSOFT CORP COMMON STOCK 594918104 102805 206 SH SOLE 206 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 992874 2338 SH SOLE 2338 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 173872 3515 SH SOLE 3515 0 0 STRYKER CORP COMMON STOCK 863667101 4351 11 SH SOLE 11 0 0 NIKE INC COMMON STOCK 654106103 10395 146 SH SOLE 146 0 0 WALMART INC COMMON STOCK 931142103 26611 272 SH SOLE 272 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 15353 96 SH SOLE 96 0 0 NVIDIA CORP COMMON STOCK 67066G104 47426 300 SH SOLE 300 0 0 TESLA INC COMMON STOCK 88160R101 19059 60 SH SOLE 60 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 17602 84 SH SOLE 84 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 635736 3273 SH SOLE 3273 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 246968 2710 SH SOLE 2710 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 377595 684 SH SOLE 684 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 20171 466 SH SOLE 466 0 0 VISA INC COMMON STOCK 92826C839 20895 58 SH SOLE 58 0 0 AMAZON.COM INC COMMON STOCK 023135106 50240 229 SH SOLE 229 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 478047 4374 SH SOLE 4374 0 0 IBM CORP COMMON STOCK 459200101 31804 107 SH SOLE 107 0 0 BIOGEN INC COMMON STOCK 09062X103 6279 50 SH SOLE 50 0 0 CITIGROUP INC COMMON STOCK 172967424 9590 112 SH SOLE 112 0 0 META PLATFORMS INC COMMON STOCK 30303M102 33389 45 SH SOLE 45 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 360275 3025 SH SOLE 3025 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 102468 1797 SH SOLE 1797 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1834233 2954 SH SOLE 2954 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 30072 112 SH SOLE 112 0 0 STARBUCKS CORP COMMON STOCK 855244109 13170 143 SH SOLE 143 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 17855 318 SH SOLE 318 0 0 CISCO SYS INC COMMON STOCK 17275R102 3399 49 SH SOLE 49 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 349034 3340 SH SOLE 3340 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 279252 5464 SH SOLE 5464 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 25384 79 SH SOLE 79 0 0 PFIZER INC COMMON STOCK 717081103 10317 425 SH SOLE 425 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 248390 4058 SH SOLE 4058 0 0 NETFLIX INC COMMON STOCK 64110L106 41513 31 SH SOLE 31 0 0 APPLE INC COMMON STOCK 037833100 24010 117 SH SOLE 117 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 242677 2907 SH SOLE 2907 0 0 LOWES COS INC COMMON STOCK 548661107 18342 82 SH SOLE 82 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 177774 2402 SH SOLE 2402 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 27319 94 SH SOLE 94 0 0 THE COCA-COLA CO COMMON STOCK 191216100 17661 249 SH SOLE 249 0 0 ALPHABET INC COMMON STOCK 02079K305 52823 299 SH SOLE 299 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 25158 59 SH SOLE 59 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2286 46 SH SOLE 46 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 14796 76 SH SOLE 76 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 6096 11 SH SOLE 11 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 7917 72 SH SOLE 72 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 35262 56 SH SOLE 56 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 8550 167 SH SOLE 167 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 4223 69 SH SOLE 69 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 9367 112 SH SOLE 112 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 43075 101 SH SOLE 101 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 4035 81 SH SOLE 81 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 25864 133 SH SOLE 133 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 7765 14 SH SOLE 14 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 13415 122 SH SOLE 122 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 58623 94 SH SOLE 94 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 15394 301 SH SOLE 301 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 5264 86 SH SOLE 86 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 17570 210 SH SOLE 210 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 178780 421 SH SOLE 421 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 30059 607 SH SOLE 607 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 152342 784 SH SOLE 784 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 45732 502 SH SOLE 502 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 63647 115 SH SOLE 115 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 89613 819 SH SOLE 819 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 18952 159 SH SOLE 159 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 61876 1085 SH SOLE 1085 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 402229 647 SH SOLE 647 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 92042 1801 SH SOLE 1801 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 41439 677 SH SOLE 677 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 31028 419 SH SOLE 419 0 0 FIRST TR NASDAQ TECH DIV UIT EXCHANGE TRADED 33738R118 18304 203 SH SOLE 203 0 0 VANGUARD MID CAP VALUE UIT EXCHANGE TRADED 922908512 7565 46 SH SOLE 46 0 0 INVSC BULLETSHR 2027 CRP UIT EXCHANGE TRADED 46138J783 14658 746 SH SOLE 746 0 0 ISHARES RUSSELL 3000 UIT EXCHANGE TRADED 464287689 24921 71 SH SOLE 71 0 0 VANGUARD FINANCIALS ETF UIT EXCHANGE TRADED 92204A405 16294 128 SH SOLE 128 0 0 VANGUARD MID CAP ETF UIT EXCHANGE TRADED 922908629 16230 58 SH SOLE 58 0 0 VANGUARD DIVIDEND UIT EXCHANGE TRADED 921908844 31723 155 SH SOLE 155 0 0 ISHARES TRT IS 5-10 INV UIT EXCHANGE TRADED 464288638 37249 699 SH SOLE 699 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 43269 393 SH SOLE 393 0 0 VANGUARD MEGA CAP GROWTH UIT EXCHANGE TRADED 921910816 60418 165 SH SOLE 165 0 0 ISHARES CORE DIVIDEND UIT EXCHANGE TRADED 46434V621 23593 369 SH SOLE 369 0 0 SCHWAB US DIVIDEND UIT EXCHANGE TRADED 808524797 15184 573 SH SOLE 573 0 0 VANECK SEMICONDUCTOR UIT EXCHANGE TRADED 92189F676 4183 15 SH SOLE 15 0 0 ISHARES RUSSELL MID CAP UIT EXCHANGE TRADED 464287481 21356 154 SH SOLE 154 0 0 VANGUARD INFORMATION UIT EXCHANGE TRADED 92204A702 21888 33 SH SOLE 33 0 0 VANGUARD SMALL CAP UIT EXCHANGE TRADED 922908595 24370 88 SH SOLE 88 0 0 INVESCO BULLETSHARS 2028 UIT EXCHANGE TRADED 46138J643 14711 718 SH SOLE 718 0 0 INVSC BULLETSHA 2026 CRP UIT EXCHANGE TRADED 46138J791 14640 750 SH SOLE 750 0 0 VANGUARD MEGA CAP VALUE UIT EXCHANGE TRADED 921910840 23484 179 SH SOLE 179 0 0 ISHARES S&P 500 VALUE UIT EXCHANGE TRADED 464287408 39670 203 SH SOLE 203 0 0 VANGUARD HEALTH CARE UIT EXCHANGE TRADED 92204A504 18377 74 SH SOLE 74 0 0 ISHARES SELECT DIVIDEND UIT EXCHANGE TRADED 464287168 15273 115 SH SOLE 115 0 0 ISHARES RUSSELL 2000 UIT EXCHANGE TRADED 464287655 28700 133 SH SOLE 133 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 84916 200 SH SOLE 200 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 14145 286 SH SOLE 286 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 69728 359 SH SOLE 359 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 21772 239 SH SOLE 239 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 30340 55 SH SOLE 55 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 43388 397 SH SOLE 397 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 76098 639 SH SOLE 639 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 29018 509 SH SOLE 509 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 189995 306 SH SOLE 306 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 303993 5949 SH SOLE 5949 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 14431 195 SH SOLE 195 0 0 MICROSOFT CORP COMMON STOCK 594918104 2491 5 SH SOLE 5 0 0 NIKE INC COMMON STOCK 654106103 924 13 SH SOLE 13 0 0 WALMART INC COMMON STOCK 931142103 1079 11 SH SOLE 11 0 0 NVIDIA CORP COMMON STOCK 67066G104 2527 16 SH SOLE 16 0 0 TESLA INC COMMON STOCK 88160R101 3176 10 SH SOLE 10 0 0 ISHARES FUTURE AI AND UIT EXCHANGE TRADED 46435U556 533 13 SH SOLE 13 0 0 INVESCO S&P 500 HIGH UIT EXCHANGE TRADED 46138E362 767 16 SH SOLE 16 0 0 VANGUARD HIGH DIVIDEND UIT EXCHANGE TRADED 921946406 672 5 SH SOLE 5 0 0 VISA INC COMMON STOCK 92826C839 2134 6 SH SOLE 6 0 0 AMAZON.COM INC COMMON STOCK 023135106 1755 8 SH SOLE 8 0 0 ROKU INC COMMON STOCK 77543R102 703 8 SH SOLE 8 0 0 SOUNDHOUND AI INC COMMON STOCK 836100107 278 26 SH SOLE 26 0 0 SCHWAB US DIVIDEND UIT EXCHANGE TRADED 808524797 348 13 SH SOLE 13 0 0 NOVO-NORDISK A S F AMERICAN DEPOSITORY 670100205 966 14 SH SOLE 14 0 0 INVSC S P 500 MOMENTUM UIT EXCHANGE TRADED 46138E339 563 5 SH SOLE 5 0 0 GLOBAL X BLOCKCHAIN ETF UIT EXCHANGE TRADED 37960A735 842 16 SH SOLE 16 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 956 3 SH SOLE 3 0 0 TARGET CORP EQUITY COMMON STOCK 87612E106 1495 15 SH SOLE 15 0 0 J P MORGAN NASDAQ EQT UIT EXCHANGE TRADED 46654Q203 559 10 SH SOLE 10 0 0 PALANTIR TECHNOLOGIES IN COMMON STOCK 69608A108 1090 8 SH SOLE 8 0 0 THE COCA-COLA CO COMMON STOCK 191216100 284 4 SH SOLE 4 0 0 VANGUARD TOTAL WORLD UIT EXCHANGE TRADED 922042742 1548 12 SH SOLE 12 0 0 ISHARES AI INVATN AND UIT EXCHANGE TRADED 09290C780 375 13 SH SOLE 13 0 0 ISHARES US BASIC UIT EXCHANGE TRADED 464287838 281 2 SH SOLE 2 0 0 GLOBAL X ROBOTICS ARTFCL UIT EXCHANGE TRADED 37954Y715 293 9 SH SOLE 9 0 0 ALPHABET INC COMMON STOCK 02079K305 1411 8 SH SOLE 8 0 0 SPDR PORTFOLIO S&P 500 UIT EXCHANGE TRADED 78464A854 802 11 SH SOLE 11 0 0 ISHARES MSCI SOUTH KOREA UIT EXCHANGE TRADED 464286772 430 6 SH SOLE 6 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 5094 12 SH SOLE 12 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 5433 109 SH SOLE 109 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 5049 26 SH SOLE 26 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 14262 130 SH SOLE 130 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 16662 292 SH SOLE 292 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 4722 92 SH SOLE 92 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 53759 87 SH SOLE 87 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 424 1 SH SOLE 1 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 275 5 SH SOLE 5 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1588 8 SH SOLE 8 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 1241 11 SH SOLE 11 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 923 8 SH SOLE 8 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 4588 7 SH SOLE 7 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 1331 26 SH SOLE 26 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 306 5 SH SOLE 5 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1150 13 SH SOLE 13 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 72013 169 SH SOLE 169 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 11116 224 SH SOLE 224 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 65254 335 SH SOLE 335 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 18811 206 SH SOLE 206 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 25532 46 SH SOLE 46 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 38054 348 SH SOLE 348 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 26798 470 SH SOLE 470 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 170372 274 SH SOLE 274 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 13772 225 SH SOLE 225 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 13841 187 SH SOLE 187 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 84279 198 SH SOLE 198 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 16317 329 SH SOLE 329 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 77775 400 SH SOLE 400 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 21413 235 SH SOLE 235 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 31542 57 SH SOLE 57 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 42887 392 SH SOLE 392 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 15505 130 SH SOLE 130 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 34738 609 SH SOLE 609 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 203622 327 SH SOLE 327 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 14752 141 SH SOLE 141 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 13458 263 SH SOLE 263 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 19158 313 SH SOLE 313 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 17630 238 SH SOLE 238 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 4691 11 SH SOLE 11 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 404 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2959 15 SH SOLE 15 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 555 1 SH SOLE 1 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1668 15 SH SOLE 15 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 6309 10 SH SOLE 10 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2045 40 SH SOLE 40 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 367 6 SH SOLE 6 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1661 19 SH SOLE 19 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2972 7 SH SOLE 7 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 3107 16 SH SOLE 16 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 8700 79 SH SOLE 79 0 0 ISHARES SELECT U.S. REIT UIT EXCHANGE TRADED 464287564 1660 27 SH SOLE 27 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 5810 113 SH SOLE 113 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 5113 61 SH SOLE 61 0 0 ISHARES CORE MSCI UIT EXCHANGE TRADED 46434G103 3337 55 SH SOLE 55 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 40309 65 SH SOLE 65 0 0 ISHARES CORE 80 20 AGG UIT EXCHANGE TRADED 464289859 9690 116 SH SOLE 116 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 69261 163 SH SOLE 163 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 12244 247 SH SOLE 247 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 62764 323 SH SOLE 323 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 19223 211 SH SOLE 211 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 24279 44 SH SOLE 44 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 38800 355 SH SOLE 355 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 20662 173 SH SOLE 173 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 24443 428 SH SOLE 428 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 161842 260 SH SOLE 260 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 48295 945 SH SOLE 945 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 6733 110 SH SOLE 110 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 12119 163 SH SOLE 163 0 0 MICROSOFT CORP COMMON STOCK 594918104 15302 30 SH SOLE 30 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 102592 241 SH SOLE 241 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 17878 361 SH SOLE 361 0 0 NIKE INC COMMON STOCK 654106103 1113 15 SH SOLE 15 0 0 WALMART INC COMMON STOCK 931142103 2468 25 SH SOLE 25 0 0 COSTAR GROUP INC COMMON STOCK 22160N109 1608 20 SH SOLE 20 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 1384 8 SH SOLE 8 0 0 NVIDIA CORP COMMON STOCK 67066G104 6323 40 SH SOLE 40 0 0 TESLA INC COMMON STOCK 88160R101 1588 5 SH SOLE 5 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 1842 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 64191 330 SH SOLE 330 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 23052 253 SH SOLE 253 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 36742 66 SH SOLE 66 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 1996 46 SH SOLE 46 0 0 VISA INC COMMON STOCK 92826C839 1801 5 SH SOLE 5 0 0 AMAZON.COM INC COMMON STOCK 023135106 8556 39 SH SOLE 39 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 48241 441 SH SOLE 441 0 0 IBM CORP COMMON STOCK 459200101 2963 10 SH SOLE 10 0 0 META PLATFORMS INC COMMON STOCK 30303M102 2967 4 SH SOLE 4 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 15467 129 SH SOLE 129 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 8811 154 SH SOLE 154 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 200748 323 SH SOLE 323 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 2692 10 SH SOLE 10 0 0 STARBUCKS CORP COMMON STOCK 855244109 1589 17 SH SOLE 17 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 1570 17 SH SOLE 17 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 2807 50 SH SOLE 50 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 15063 144 SH SOLE 144 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 13633 266 SH SOLE 266 0 0 CENCORA INC COMMON STOCK 03073E105 2178 7 SH SOLE 7 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 2653 8 SH SOLE 8 0 0 PFIZER INC COMMON STOCK 717081103 1059 43 SH SOLE 43 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 29013 474 SH SOLE 474 0 0 NETFLIX INC COMMON STOCK 64110L106 4017 3 SH SOLE 3 0 0 APPLE INC COMMON STOCK 037833100 1454 7 SH SOLE 7 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 28136 337 SH SOLE 337 0 0 LOWES COS INC COMMON STOCK 548661107 1378 6 SH SOLE 6 0 0 MASTERCARD INC COMMON STOCK 57636Q104 6280 11 SH SOLE 11 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 19449 262 SH SOLE 262 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 2717 9 SH SOLE 9 0 0 THE COCA-COLA CO COMMON STOCK 191216100 1639 23 SH SOLE 23 0 0 ALPHABET INC COMMON STOCK 02079K305 9217 52 SH SOLE 52 0 0 NVIDIA CORP COMMON STOCK 67066G104 85342 540 SH SOLE 540 0 0 TESLA INC COMMON STOCK 88160R101 93392 294 SH SOLE 294 0 0 CHIME FINL INC COMMON STOCK 16935C109 34510 1000 SH SOLE 1000 0 0 ASML HLDG N V F AMERICAN DEPOSITORY N07059210 80139 100 SH SOLE 100 0 0 META PLATFORMS INC COMMON STOCK 30303M102 36321 49 SH SOLE 49 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 28087 66 SH SOLE 66 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 4066 82 SH SOLE 82 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 24135 124 SH SOLE 124 0 0 VANGUARD TOTAL BOND UIT EXCHANGE TRADED 921937835 4002 54 SH SOLE 54 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 8854 16 SH SOLE 16 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 18332 167 SH SOLE 167 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 4019 33 SH SOLE 33 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 13356 234 SH SOLE 234 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 50161 80 SH SOLE 80 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 6616 129 SH SOLE 129 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 8018 131 SH SOLE 131 0 0 MICROSOFT CORP COMMON STOCK 594918104 233798 470 SH SOLE 470 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1620076 3815 SH SOLE 3815 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 288262 5828 SH SOLE 5828 0 0 NIKE INC COMMON STOCK 654106103 16579 233 SH SOLE 233 0 0 WALMART INC COMMON STOCK 931142103 47164 482 SH SOLE 482 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 27335 171 SH SOLE 171 0 0 NVIDIA CORP COMMON STOCK 67066G104 129630 820 SH SOLE 820 0 0 TESLA INC COMMON STOCK 88160R101 28907 91 SH SOLE 91 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 29702 143 SH SOLE 143 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1043522 5372 SH SOLE 5372 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 407096 4468 SH SOLE 4468 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 616212 1117 SH SOLE 1117 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 25128 580 SH SOLE 580 0 0 VISA INC COMMON STOCK 92826C839 36747 103 SH SOLE 103 0 0 AMAZON.COM INC COMMON STOCK 023135106 140628 641 SH SOLE 641 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 788608 7215 SH SOLE 7215 0 0 IBM CORP COMMON STOCK 459200101 55519 188 SH SOLE 188 0 0 BIOGEN INC COMMON STOCK 09062X103 11177 89 SH SOLE 89 0 0 META PLATFORMS INC COMMON STOCK 30303M102 59358 80 SH SOLE 80 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 278718 2340 SH SOLE 2340 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 27079 475 SH SOLE 475 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 2987198 4811 SH SOLE 4811 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 53983 202 SH SOLE 202 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 24227 269 SH SOLE 269 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 42112 750 SH SOLE 750 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 271502 2598 SH SOLE 2598 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 208769 4085 SH SOLE 4085 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 45712 143 SH SOLE 143 0 0 PFIZER INC COMMON STOCK 717081103 18346 756 SH SOLE 756 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 458218 7486 SH SOLE 7486 0 0 NETFLIX INC COMMON STOCK 64110L106 74991 56 SH SOLE 56 0 0 APPLE INC COMMON STOCK 037833100 26154 127 SH SOLE 127 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 533472 6390 SH SOLE 6390 0 0 LOWES COS INC COMMON STOCK 548661107 24685 111 SH SOLE 111 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 292714 3955 SH SOLE 3955 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 47644 164 SH SOLE 164 0 0 THE COCA-COLA CO COMMON STOCK 191216100 29618 418 SH SOLE 418 0 0 ALPHABET INC COMMON STOCK 02079K305 141099 800 SH SOLE 800 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 5115 12 SH SOLE 12 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 458 9 SH SOLE 9 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2958 15 SH SOLE 15 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1108 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1562 14 SH SOLE 14 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 6924 11 SH SOLE 11 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2181 42 SH SOLE 42 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 734 12 SH SOLE 12 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1900 22 SH SOLE 22 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 5094 12 SH SOLE 12 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1088 22 SH SOLE 22 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 5049 26 SH SOLE 26 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 1457 16 SH SOLE 16 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1654 3 SH SOLE 3 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2950 27 SH SOLE 27 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 1190 10 SH SOLE 10 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 2337 41 SH SOLE 41 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 13038 21 SH SOLE 21 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 5007 98 SH SOLE 98 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 550 9 SH SOLE 9 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 1184 16 SH SOLE 16 0 0 MICROSOFT CORP COMMON STOCK 594918104 144615 290 SH SOLE 290 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 811468 1911 SH SOLE 1911 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 127745 2582 SH SOLE 2582 0 0 NIKE INC COMMON STOCK 654106103 49 0 SH SOLE 0 0 0 WALMART INC COMMON STOCK 931142103 29610 302 SH SOLE 302 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 16915 106 SH SOLE 106 0 0 NVIDIA CORP COMMON STOCK 67066G104 72714 460 SH SOLE 460 0 0 TESLA INC COMMON STOCK 88160R101 16200 51 SH SOLE 51 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 16765 80 SH SOLE 80 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 394099 2029 SH SOLE 2029 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 134941 1481 SH SOLE 1481 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 251210 455 SH SOLE 455 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 21733 502 SH SOLE 502 0 0 VISA INC COMMON STOCK 92826C839 22697 63 SH SOLE 63 0 0 AMAZON.COM INC COMMON STOCK 023135106 64500 294 SH SOLE 294 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 357686 3272 SH SOLE 3272 0 0 IBM CORP COMMON STOCK 459200101 35220 119 SH SOLE 119 0 0 CITIGROUP INC COMMON STOCK 172967424 29201 343 SH SOLE 343 0 0 META PLATFORMS INC COMMON STOCK 30303M102 35615 48 SH SOLE 48 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 111942 939 SH SOLE 939 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1181798 1903 SH SOLE 1903 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 34367 128 SH SOLE 128 0 0 STARBUCKS CORP COMMON STOCK 855244109 0 0 SH SOLE 0 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 16845 300 SH SOLE 300 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 105846 1013 SH SOLE 1013 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 93969 1838 SH SOLE 1838 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 27943 87 SH SOLE 87 0 0 PFIZER INC COMMON STOCK 717081103 0 0 SH SOLE 0 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 109137 1783 SH SOLE 1783 0 0 NETFLIX INC COMMON STOCK 64110L106 42852 32 SH SOLE 32 0 0 APPLE INC COMMON STOCK 037833100 16190 78 SH SOLE 78 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 275325 3298 SH SOLE 3298 0 0 LOWES COS INC COMMON STOCK 548661107 14995 67 SH SOLE 67 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 126596 1710 SH SOLE 1710 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 29494 101 SH SOLE 101 0 0 THE COCA-COLA CO COMMON STOCK 191216100 18377 259 SH SOLE 259 0 0 ALPHABET INC COMMON STOCK 02079K305 60977 346 SH SOLE 346 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 9772 23 SH SOLE 23 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1040 21 SH SOLE 21 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 5065 26 SH SOLE 26 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 2206 4 SH SOLE 4 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 4163 38 SH SOLE 38 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 16178 26 SH SOLE 26 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 5048 98 SH SOLE 98 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1346 22 SH SOLE 22 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 4311 51 SH SOLE 51 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 44236 104 SH SOLE 104 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 4170 84 SH SOLE 84 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 27198 140 SH SOLE 140 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 8287 15 SH SOLE 15 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 15289 139 SH SOLE 139 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 59351 95 SH SOLE 95 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 17730 346 SH SOLE 346 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 4101 67 SH SOLE 67 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 17424 208 SH SOLE 208 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 31482 74 SH SOLE 74 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2661 53 SH SOLE 53 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 18409 94 SH SOLE 94 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 5529 10 SH SOLE 10 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 10699 97 SH SOLE 97 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 41269 66 SH SOLE 66 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 11699 228 SH SOLE 228 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3121 51 SH SOLE 51 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 10613 127 SH SOLE 127 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 14484 34 SH SOLE 34 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2286 46 SH SOLE 46 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 13178 67 SH SOLE 67 0 0 VANGUARD TOTAL BOND UIT EXCHANGE TRADED 921937835 9707 131 SH SOLE 131 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 3936 43 SH SOLE 43 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4986 9 SH SOLE 9 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 8816 80 SH SOLE 80 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 9658 81 SH SOLE 81 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 7071 124 SH SOLE 124 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 33269 53 SH SOLE 53 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 19340 378 SH SOLE 378 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2754 45 SH SOLE 45 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 740 10 SH SOLE 10 0 0 MICROSOFT CORP COMMON STOCK 594918104 366042 735 SH SOLE 735 0 0 ABBVIE INC COMMON STOCK 00287Y109 166749 898 SH SOLE 898 0 0 CHEVRON CORP NEW COMMON STOCK 166764100 120812 843 SH SOLE 843 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2553848 6015 SH SOLE 6015 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 533228 10781 SH SOLE 10781 0 0 SPDR BLMBRG BRCLY HGH YD UIT EXCHANGE TRADED 78468R622 230627 2371 SH SOLE 2371 0 0 PHILIP MORRIS INTL INC COMMON STOCK 718172109 267200 1467 SH SOLE 1467 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 231291 2145 SH SOLE 2145 0 0 CHUBB LTD F FOREIGN ORDINARIES H1467J104 94738 327 SH SOLE 327 0 0 STRYKER CORP COMMON STOCK 863667101 117701 297 SH SOLE 297 0 0 NIKE INC COMMON STOCK 654106103 59325 835 SH SOLE 835 0 0 MCDONALDS CORP COMMON STOCK 580135101 130495 446 SH SOLE 446 0 0 WALMART INC COMMON STOCK 931142103 257153 2629 SH SOLE 2629 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 145433 912 SH SOLE 912 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 102886 495 SH SOLE 495 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 806442 4152 SH SOLE 4152 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 407854 4477 SH SOLE 4477 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 384493 697 SH SOLE 697 0 0 HOME DEPOT INC COMMON STOCK 437076102 140887 384 SH SOLE 384 0 0 VANGUARD INTERNATNL HGH UIT EXCHANGE TRADED 921946794 564615 7048 SH SOLE 7048 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 106673 2465 SH SOLE 2465 0 0 PROLOGIS INC REAL ESTATE INVESTME 74340W103 68652 653 SH SOLE 653 0 0 EOG RES INC COMMON STOCK 26875P101 86538 723 SH SOLE 723 0 0 MONDELEZ INTL INC COMMON STOCK 609207105 101068 1498 SH SOLE 1498 0 0 VISA INC COMMON STOCK 92826C839 120361 339 SH SOLE 339 0 0 SYSCO CORP COMMON STOCK 871829107 72817 961 SH SOLE 961 0 0 AMAZON.COM INC COMMON STOCK 023135106 134705 614 SH SOLE 614 0 0 PRUDENTIAL FINL INC COMMON STOCK 744320102 47285 440 SH SOLE 440 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1153446 10554 SH SOLE 10554 0 0 IBM CORP COMMON STOCK 459200101 164344 557 SH SOLE 557 0 0 CITIGROUP INC COMMON STOCK 172967424 167037 1962 SH SOLE 1962 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 112764 2436 SH SOLE 2436 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 2450071 3946 SH SOLE 3946 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 149652 467 SH SOLE 467 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 164411 616 SH SOLE 616 0 0 PEPSICO INC COMMON STOCK 713448108 80243 607 SH SOLE 607 0 0 STARBUCKS CORP COMMON STOCK 855244109 79261 865 SH SOLE 865 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 166107 1850 SH SOLE 1850 0 0 METLIFE INC COMMON STOCK 59156R108 113455 1410 SH SOLE 1410 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 28075 500 SH SOLE 500 0 0 ELI LILLY AND CO COMMON STOCK 532457108 99228 127 SH SOLE 127 0 0 ALTRIA GROUP INC COMMON STOCK 02209S103 27757 473 SH SOLE 473 0 0 CISCO SYS INC COMMON STOCK 17275R102 100682 1451 SH SOLE 1451 0 0 AVALONBAY CMNTYS INC REAL ESTATE INVESTME 053484101 27641 135 SH SOLE 135 0 0 MORGAN STANLEY COMMON STOCK 617446448 150401 1067 SH SOLE 1067 0 0 WELLS FARGO & CO COMMON STOCK 949746101 134691 1681 SH SOLE 1681 0 0 US BANCORP DEL COMMON STOCK 902973304 93498 2066 SH SOLE 2066 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 77001 737 SH SOLE 737 0 0 ISHARES IBOXX HIGH YIELD UIT EXCHANGE TRADED 464288513 556404 6899 SH SOLE 6899 0 0 GENERAL DYNAMICS CORP COMMON STOCK 369550108 155958 534 SH SOLE 534 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 162333 508 SH SOLE 508 0 0 PFIZER INC COMMON STOCK 717081103 51709 2133 SH SOLE 2133 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 107250 343 SH SOLE 343 0 0 NETFLIX INC COMMON STOCK 64110L106 262469 196 SH SOLE 196 0 0 ANALOG DEVICES INC COMMON STOCK 032654105 147846 621 SH SOLE 621 0 0 BLACKROCK INC NEW COMMON STOCK 09290D101 217605 207 SH SOLE 207 0 0 SOUTHERN CO COMMON STOCK 842587107 51408 559 SH SOLE 559 0 0 APPLE INC COMMON STOCK 037833100 93528 455 SH SOLE 455 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 147540 965 SH SOLE 965 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 851078 10195 SH SOLE 10195 0 0 ALEXANDRIA REAL ESTATE E REAL ESTATE INVESTME 015271109 9720 133 SH SOLE 133 0 0 LOWES COS INC COMMON STOCK 548661107 80095 361 SH SOLE 361 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 64665 708 SH SOLE 708 0 0 CARLYLE GROUP INC COMMON STOCK 14316J108 15265 297 SH SOLE 297 0 0 ISHARES PREFERRED INCOME UIT EXCHANGE TRADED 464288687 279497 9110 SH SOLE 9110 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 66458 839 SH SOLE 839 0 0 CATERPILLAR INC COMMON STOCK 149123101 73034 188 SH SOLE 188 0 0 SPDR S&P 500 HIGH UIT EXCHANGE TRADED 78468R788 1713896 40384 SH SOLE 40384 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 158964 548 SH SOLE 548 0 0 THE COCA-COLA CO COMMON STOCK 191216100 111619 1577 SH SOLE 1577 0 0 BROADCOM INC COMMON STOCK 11135F101 104760 380 SH SOLE 380 0 0 SPDR BLMRG SHR TR HG YLD UIT EXCHANGE TRADED 78468R408 48539 1905 SH SOLE 1905 0 0 ALPHABET INC COMMON STOCK 02079K305 82828 470 SH SOLE 470 0 0 APOLLO GLOBAL MGMT INC N COMMON STOCK 03769M106 30991 218 SH SOLE 218 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 348065 819 SH SOLE 819 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 56900 1150 SH SOLE 1150 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 280781 1445 SH SOLE 1445 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 78427 860 SH SOLE 860 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 125108 226 SH SOLE 226 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 160875 1472 SH SOLE 1472 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 50265 422 SH SOLE 422 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 118756 2083 SH SOLE 2083 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 773606 1245 SH SOLE 1245 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 47372 453 SH SOLE 453 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 29795 583 SH SOLE 583 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 97752 1597 SH SOLE 1597 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 48042 649 SH SOLE 649 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 267101 629 SH SOLE 629 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 45118 912 SH SOLE 912 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 223136 1148 SH SOLE 1148 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 69842 766 SH SOLE 766 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 95095 172 SH SOLE 172 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 137751 1260 SH SOLE 1260 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 30214 253 SH SOLE 253 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 92438 1621 SH SOLE 1621 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 601699 969 SH SOLE 969 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 123743 2421 SH SOLE 2421 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 67820 1108 SH SOLE 1108 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 46122 623 SH SOLE 623 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2977 7 SH SOLE 7 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 297 6 SH SOLE 6 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1761 9 SH SOLE 9 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1104 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1100 10 SH SOLE 10 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 4998 8 SH SOLE 8 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 1401 27 SH SOLE 27 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 367 6 SH SOLE 6 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1274 15 SH SOLE 15 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 71933 169 SH SOLE 169 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 13674 276 SH SOLE 276 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 62851 323 SH SOLE 323 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 17537 192 SH SOLE 192 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 26562 48 SH SOLE 48 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 35331 323 SH SOLE 323 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 12961 108 SH SOLE 108 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 28763 504 SH SOLE 504 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 168538 271 SH SOLE 271 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 12205 116 SH SOLE 116 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 11352 222 SH SOLE 222 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 15547 254 SH SOLE 254 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 14653 197 SH SOLE 197 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 58514 137 SH SOLE 137 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 14930 301 SH SOLE 301 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 47139 242 SH SOLE 242 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 41441 454 SH SOLE 454 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 27887 50 SH SOLE 50 0 0 REALTY INCOME CORP REAL ESTATE INVESTME 756109104 35291 612 SH SOLE 612 0 0 PROLOGIS INC REAL ESTATE INVESTME 74340W103 12798 121 SH SOLE 121 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 62368 570 SH SOLE 570 0 0 META PLATFORMS INC COMMON STOCK 30303M102 74198 100 SH SOLE 100 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 13366 112 SH SOLE 112 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 31136 546 SH SOLE 546 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 292717 471 SH SOLE 471 0 0 UBER TECHNOLOGIES INC COMMON STOCK 90353T100 139950 1500 SH SOLE 1500 0 0 MORGAN STANLEY COMMON STOCK 617446448 282671 2006 SH SOLE 2006 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 15449 147 SH SOLE 147 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 13724 268 SH SOLE 268 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3611 59 SH SOLE 59 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 47167 516 SH SOLE 516 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 15163 204 SH SOLE 204 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 263918 910 SH SOLE 910 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 874 8 SH SOLE 8 0 0 ISHARES SELECT U.S. REIT UIT EXCHANGE TRADED 464287564 122 2 SH SOLE 2 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 511 10 SH SOLE 10 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 417 5 SH SOLE 5 0 0 ISHARES CORE MSCI UIT EXCHANGE TRADED 46434G103 300 5 SH SOLE 5 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 4324 7 SH SOLE 7 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 6386 15 SH SOLE 15 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 660 13 SH SOLE 13 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 3929 20 SH SOLE 20 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1106 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2111 19 SH SOLE 19 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 10032 16 SH SOLE 16 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 3048 59 SH SOLE 59 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 734 12 SH SOLE 12 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 2850 34 SH SOLE 34 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 351127 827 SH SOLE 827 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 64149 1297 SH SOLE 1297 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 306494 1578 SH SOLE 1578 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 85907 943 SH SOLE 943 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 130187 236 SH SOLE 236 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 172678 1580 SH SOLE 1580 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 60378 507 SH SOLE 507 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 137223 2407 SH SOLE 2407 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 817104 1316 SH SOLE 1316 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 57255 548 SH SOLE 548 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 51815 1014 SH SOLE 1014 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 82755 1352 SH SOLE 1352 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 69199 935 SH SOLE 935 0 0 ISHARES CORE 40 60 MOD UIT EXCHANGE TRADED 464289875 167017 3627 SH SOLE 3627 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 92507 217 SH SOLE 217 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 14801 299 SH SOLE 299 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 65882 339 SH SOLE 339 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 18910 207 SH SOLE 207 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 30100 54 SH SOLE 54 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 37463 342 SH SOLE 342 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 7484 62 SH SOLE 62 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 33530 588 SH SOLE 588 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 171603 276 SH SOLE 276 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 13213 126 SH SOLE 126 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 9862 193 SH SOLE 193 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 9609 157 SH SOLE 157 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 7465 100 SH SOLE 100 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 8067 19 SH SOLE 19 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1483 30 SH SOLE 30 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 7380 38 SH SOLE 38 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 2095 23 SH SOLE 23 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 2758 5 SH SOLE 5 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 4153 38 SH SOLE 38 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 5120 43 SH SOLE 43 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 3021 53 SH SOLE 53 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 19247 31 SH SOLE 31 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 21206 415 SH SOLE 415 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 1554 21 SH SOLE 21 0 0 MICROSOFT CORP COMMON STOCK 594918104 85443 171 SH SOLE 171 0 0 COPART INC COMMON STOCK 217204106 11384 232 SH SOLE 232 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1403852 3306 SH SOLE 3306 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 227908 4607 SH SOLE 4607 0 0 STRYKER CORP COMMON STOCK 863667101 32134 81 SH SOLE 81 0 0 NIKE INC COMMON STOCK 654106103 33434 470 SH SOLE 470 0 0 WALMART INC COMMON STOCK 931142103 30963 316 SH SOLE 316 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 24319 152 SH SOLE 152 0 0 NVIDIA CORP COMMON STOCK 67066G104 44261 280 SH SOLE 280 0 0 TESLA INC COMMON STOCK 88160R101 35895 113 SH SOLE 113 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 30296 145 SH SOLE 145 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 919242 4732 SH SOLE 4732 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 357929 3928 SH SOLE 3928 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 537917 975 SH SOLE 975 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 14115 326 SH SOLE 326 0 0 VISA INC COMMON STOCK 92826C839 21535 60 SH SOLE 60 0 0 AMAZON.COM INC COMMON STOCK 023135106 54189 247 SH SOLE 247 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 716425 6555 SH SOLE 6555 0 0 IBM CORP COMMON STOCK 459200101 36265 123 SH SOLE 123 0 0 BIOGEN INC COMMON STOCK 09062X103 16075 128 SH SOLE 128 0 0 CITIGROUP INC COMMON STOCK 172967424 3461 40 SH SOLE 40 0 0 META PLATFORMS INC COMMON STOCK 30303M102 36305 49 SH SOLE 49 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 221206 1857 SH SOLE 1857 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 177061 3105 SH SOLE 3105 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 2481282 3996 SH SOLE 3996 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 22786 85 SH SOLE 85 0 0 STARBUCKS CORP COMMON STOCK 855244109 27289 297 SH SOLE 297 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 8265 92 SH SOLE 92 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 31668 564 SH SOLE 564 0 0 CISCO SYS INC COMMON STOCK 17275R102 20397 294 SH SOLE 294 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 222873 2133 SH SOLE 2133 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 199433 3902 SH SOLE 3902 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 35670 111 SH SOLE 111 0 0 PFIZER INC COMMON STOCK 717081103 21148 872 SH SOLE 872 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 15341 49 SH SOLE 49 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 324780 5306 SH SOLE 5306 0 0 NETFLIX INC COMMON STOCK 64110L106 41513 31 SH SOLE 31 0 0 APPLE INC COMMON STOCK 037833100 28485 138 SH SOLE 138 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 283186 3392 SH SOLE 3392 0 0 LOWES COS INC COMMON STOCK 548661107 31548 142 SH SOLE 142 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 236744 3198 SH SOLE 3198 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 38416 132 SH SOLE 132 0 0 THE COCA-COLA CO COMMON STOCK 191216100 30139 425 SH SOLE 425 0 0 ALPHABET INC COMMON STOCK 02079K305 38111 216 SH SOLE 216 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 11059 26 SH SOLE 26 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1092 22 SH SOLE 22 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 6653 34 SH SOLE 34 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 2762 5 SH SOLE 5 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 3630 33 SH SOLE 33 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 18742 30 SH SOLE 30 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2693 44 SH SOLE 44 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 4334 51 SH SOLE 51 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 698552 1645 SH SOLE 1645 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 101190 2045 SH SOLE 2045 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 392964 2023 SH SOLE 2023 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 161316 1770 SH SOLE 1770 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 238348 432 SH SOLE 432 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 282227 2582 SH SOLE 2582 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1498164 2412 SH SOLE 2412 0 0 BLACKROCK PRIVATE CREDIT CLOSED END MUTL FUND 09261Y308 115976 4778 SH SOLE 4778 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 209239 2506 SH SOLE 2506 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 105834 1430 SH SOLE 1430 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 40835 96 SH SOLE 96 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3972 80 SH SOLE 80 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 25048 128 SH SOLE 128 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 7734 14 SH SOLE 14 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 13532 123 SH SOLE 123 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 55603 89 SH SOLE 89 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 17915 350 SH SOLE 350 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3978 65 SH SOLE 65 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 16404 196 SH SOLE 196 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 182752 430 SH SOLE 430 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 28541 577 SH SOLE 577 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 97418 501 SH SOLE 501 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 38368 421 SH SOLE 421 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 66929 121 SH SOLE 121 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 78662 719 SH SOLE 719 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 58441 1025 SH SOLE 1025 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 422295 680 SH SOLE 680 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 96389 1886 SH SOLE 1886 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 46642 762 SH SOLE 762 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 33982 459 SH SOLE 459 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 12783 30 SH SOLE 30 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2106 42 SH SOLE 42 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 11630 59 SH SOLE 59 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 3627 39 SH SOLE 39 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4440 8 SH SOLE 8 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 7246 66 SH SOLE 66 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 4802 84 SH SOLE 84 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 29551 47 SH SOLE 47 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3672 60 SH SOLE 60 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 2410 32 SH SOLE 32 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 69382 163 SH SOLE 163 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 12301 248 SH SOLE 248 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 59702 307 SH SOLE 307 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 17075 187 SH SOLE 187 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 26009 47 SH SOLE 47 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 34220 313 SH SOLE 313 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 11692 98 SH SOLE 98 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 25951 455 SH SOLE 455 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 160391 258 SH SOLE 258 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 11200 107 SH SOLE 107 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 6611 129 SH SOLE 129 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 22035 360 SH SOLE 360 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 13280 179 SH SOLE 179 0 0 MICROSOFT CORP COMMON STOCK 594918104 4476 9 SH SOLE 9 0 0 ABBVIE INC COMMON STOCK 00287Y109 12250 66 SH SOLE 66 0 0 ABBOTT LABS COMMON STOCK 002824100 8160 60 SH SOLE 60 0 0 STITCH FIX INC COMMON STOCK 860897107 33 9 SH SOLE 9 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1273 3 SH SOLE 3 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 636 12 SH SOLE 12 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 4467 23 SH SOLE 23 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 6023 54 SH SOLE 54 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2646 24 SH SOLE 24 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 12426 20 SH SOLE 20 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2781 54 SH SOLE 54 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1101 18 SH SOLE 18 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 2610 31 SH SOLE 31 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 223470 526 SH SOLE 526 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 39099 790 SH SOLE 790 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 185268 953 SH SOLE 953 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 53268 584 SH SOLE 584 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 80482 145 SH SOLE 145 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 108761 995 SH SOLE 995 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 22766 191 SH SOLE 191 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 77432 1358 SH SOLE 1358 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 507455 817 SH SOLE 817 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 79435 1554 SH SOLE 1554 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 62862 1027 SH SOLE 1027 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 39736 536 SH SOLE 536 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 602360 970 SH SOLE 970 0 0 MICROSOFT CORP COMMON STOCK 594918104 812042 1632 SH SOLE 1632 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 4541421 10696 SH SOLE 10696 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 838808 16959 SH SOLE 16959 0 0 NIKE INC COMMON STOCK 654106103 58028 816 SH SOLE 816 0 0 WALMART INC COMMON STOCK 931142103 169060 1728 SH SOLE 1728 0 0 COSTAR GROUP INC COMMON STOCK 22160N109 90048 1120 SH SOLE 1120 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 96461 605 SH SOLE 605 0 0 NVIDIA CORP COMMON STOCK 67066G104 404700 2561 SH SOLE 2561 0 0 TESLA INC COMMON STOCK 88160R101 94662 298 SH SOLE 298 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 104229 502 SH SOLE 502 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1948972 10034 SH SOLE 10034 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 1248390 13703 SH SOLE 13703 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1841733 3338 SH SOLE 3338 0 0 HOME DEPOT INC COMMON STOCK 437076102 66990 182 SH SOLE 182 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 124968 2888 SH SOLE 2888 0 0 VISA INC COMMON STOCK 92826C839 129697 365 SH SOLE 365 0 0 AMAZON.COM INC COMMON STOCK 023135106 485510 2213 SH SOLE 2213 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2464666 22551 SH SOLE 22551 0 0 IBM CORP COMMON STOCK 459200101 202352 686 SH SOLE 686 0 0 BIOGEN INC COMMON STOCK 09062X103 39435 314 SH SOLE 314 0 0 CITIGROUP INC COMMON STOCK 172967424 38621 453 SH SOLE 453 0 0 META PLATFORMS INC COMMON STOCK 30303M102 204046 276 SH SOLE 276 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 817602 6865 SH SOLE 6865 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 34658 607 SH SOLE 607 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 10669029 17183 SH SOLE 17183 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 197053 738 SH SOLE 738 0 0 STARBUCKS CORP COMMON STOCK 855244109 82727 902 SH SOLE 902 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 129145 2300 SH SOLE 2300 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 793954 7599 SH SOLE 7599 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 649295 12706 SH SOLE 12706 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 160044 501 SH SOLE 501 0 0 PFIZER INC COMMON STOCK 717081103 65320 2694 SH SOLE 2694 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 156930 503 SH SOLE 503 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1048649 17132 SH SOLE 17132 0 0 NETFLIX INC COMMON STOCK 64110L106 243721 182 SH SOLE 182 0 0 APPLE INC COMMON STOCK 037833100 106705 520 SH SOLE 520 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1937267 23206 SH SOLE 23206 0 0 LOWES COS INC COMMON STOCK 548661107 86744 390 SH SOLE 390 0 0 MASTERCARD INC COMMON STOCK 57636Q104 241696 430 SH SOLE 430 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 756544 10222 SH SOLE 10222 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 177672 612 SH SOLE 612 0 0 THE COCA-COLA CO COMMON STOCK 191216100 105301 1488 SH SOLE 1488 0 0 ALPHABET INC COMMON STOCK 02079K305 400609 2273 SH SOLE 2273 0 0 FIVE STAR BANCORP COMMON STOCK 33830T103 11123 389 SH SOLE 389 0 0 YIELDMAX MSTR OPT INCM UIT EXCHANGE TRADED 88634T493 4167 188 SH SOLE 188 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 253239 596 SH SOLE 596 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 44864 907 SH SOLE 907 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 230102 1184 SH SOLE 1184 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 70507 773 SH SOLE 773 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 89646 162 SH SOLE 162 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 142249 1301 SH SOLE 1301 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 40358 338 SH SOLE 338 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 89731 1573 SH SOLE 1573 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 591746 953 SH SOLE 953 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 133142 2605 SH SOLE 2605 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 53375 872 SH SOLE 872 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 44312 598 SH SOLE 598 0 0 MICROSOFT CORP COMMON STOCK 594918104 632690 1271 SH SOLE 1271 0 0 ARISTA NETWORKS INC COMMON STOCK 040413205 102310 1000 SH SOLE 1000 0 0 REGIONS FINL CORP NEW COMMON STOCK 7591EP100 84437 3590 SH SOLE 3590 0 0 NET LEASE OFFICE PPTYS COMMON STOCK 64110Y108 2211 67 SH SOLE 67 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 44831 281 SH SOLE 281 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 31510 345 SH SOLE 345 0 0 REALTY INCOME CORP REAL ESTATE INVESTME 756109104 47685 827 SH SOLE 827 0 0 PROLOGIS INC REAL ESTATE INVESTME 74340W103 27848 264 SH SOLE 264 0 0 AMAZON.COM INC COMMON STOCK 023135106 87756 400 SH SOLE 400 0 0 BLACKSTONE INC COMMON STOCK 09260D107 88969 594 SH SOLE 594 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 317753 511 SH SOLE 511 0 0 BOEING CO COMMON STOCK 097023105 41906 200 SH SOLE 200 0 0 REGENCY CTRS CORP REAL ESTATE INVESTME 758849103 121247 1702 SH SOLE 1702 0 0 UNITED AIRLINES HLDG COMMON STOCK 910047109 119445 1500 SH SOLE 1500 0 0 CVS HEALTH CORP COMMON STOCK 126650100 119683 1735 SH SOLE 1735 0 0 W P CAREY INC REAL ESTATE INVESTME 92936U109 69463 1113 SH SOLE 1113 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 244088 765 SH SOLE 765 0 0 SOUTHERN CO COMMON STOCK 842587107 111523 1214 SH SOLE 1214 0 0 APPLE INC COMMON STOCK 037833100 51724 252 SH SOLE 252 0 0 TAIWAN SEMICONDUCTOR M F AMERICAN DEPOSITORY 874039100 56622 250 SH SOLE 250 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 38161 515 SH SOLE 515 0 0 TOAST INC COMMON STOCK 888787108 66435 1500 SH SOLE 1500 0 0 MICROSOFT CORP COMMON STOCK 594918104 139898 281 SH SOLE 281 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 909539 2142 SH SOLE 2142 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 164368 3323 SH SOLE 3323 0 0 NIKE INC COMMON STOCK 654106103 9078 127 SH SOLE 127 0 0 WALMART INC COMMON STOCK 931142103 29001 296 SH SOLE 296 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 16519 103 SH SOLE 103 0 0 NVIDIA CORP COMMON STOCK 67066G104 72719 460 SH SOLE 460 0 0 TESLA INC COMMON STOCK 88160R101 15883 50 SH SOLE 50 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 17717 85 SH SOLE 85 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 555280 2858 SH SOLE 2858 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 204946 2249 SH SOLE 2249 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 338257 613 SH SOLE 613 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 21338 493 SH SOLE 493 0 0 VISA INC COMMON STOCK 92826C839 21976 61 SH SOLE 61 0 0 AMAZON.COM INC COMMON STOCK 023135106 84903 387 SH SOLE 387 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 408597 3738 SH SOLE 3738 0 0 IBM CORP COMMON STOCK 459200101 34332 116 SH SOLE 116 0 0 BIOGEN INC COMMON STOCK 09062X103 6656 53 SH SOLE 53 0 0 CITIGROUP INC COMMON STOCK 172967424 6508 76 SH SOLE 76 0 0 META PLATFORMS INC COMMON STOCK 30303M102 34873 47 SH SOLE 47 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 159466 1339 SH SOLE 1339 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 56793 996 SH SOLE 996 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1650877 2658 SH SOLE 2658 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 30364 113 SH SOLE 113 0 0 STARBUCKS CORP COMMON STOCK 855244109 14278 155 SH SOLE 155 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 19652 350 SH SOLE 350 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 150916 1444 SH SOLE 1444 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 141352 2766 SH SOLE 2766 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 27307 85 SH SOLE 85 0 0 PFIZER INC COMMON STOCK 717081103 11147 459 SH SOLE 459 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 269691 4406 SH SOLE 4406 0 0 NETFLIX INC COMMON STOCK 64110L106 41513 31 SH SOLE 31 0 0 APPLE INC COMMON STOCK 037833100 15773 76 SH SOLE 76 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 278622 3337 SH SOLE 3337 0 0 LOWES COS INC COMMON STOCK 548661107 14764 66 SH SOLE 66 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 172885 2335 SH SOLE 2335 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 28947 99 SH SOLE 99 0 0 THE COCA-COLA CO COMMON STOCK 191216100 18003 254 SH SOLE 254 0 0 ALPHABET INC COMMON STOCK 02079K305 84198 477 SH SOLE 477 0 0 MICROSOFT CORP COMMON STOCK 594918104 81942 164 SH SOLE 164 0 0 COPART INC COMMON STOCK 217204106 12169 248 SH SOLE 248 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1071545 2523 SH SOLE 2523 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 197574 3994 SH SOLE 3994 0 0 STRYKER CORP COMMON STOCK 863667101 12909 32 SH SOLE 32 0 0 NIKE INC COMMON STOCK 654106103 7693 108 SH SOLE 108 0 0 WALMART INC COMMON STOCK 931142103 16275 166 SH SOLE 166 0 0 ENTEGRIS INC COMMON STOCK 29362U104 7659 94 SH SOLE 94 0 0 COSTAR GROUP INC COMMON STOCK 22160N109 8924 111 SH SOLE 111 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 9306 58 SH SOLE 58 0 0 NVIDIA CORP COMMON STOCK 67066G104 37940 240 SH SOLE 240 0 0 TESLA INC COMMON STOCK 88160R101 11118 35 SH SOLE 35 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 11567 55 SH SOLE 55 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 741487 3817 SH SOLE 3817 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 284615 3124 SH SOLE 3124 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 391237 709 SH SOLE 709 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 12331 284 SH SOLE 284 0 0 VISA INC COMMON STOCK 92826C839 12969 36 SH SOLE 36 0 0 AMAZON.COM INC COMMON STOCK 023135106 51117 233 SH SOLE 233 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 566362 5182 SH SOLE 5182 0 0 IBM CORP COMMON STOCK 459200101 19718 66 SH SOLE 66 0 0 BIOGEN INC COMMON STOCK 09062X103 3893 31 SH SOLE 31 0 0 CITIGROUP INC COMMON STOCK 172967424 16617 195 SH SOLE 195 0 0 META PLATFORMS INC COMMON STOCK 30303M102 21517 29 SH SOLE 29 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 194811 1635 SH SOLE 1635 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 100528 1763 SH SOLE 1763 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1980411 3189 SH SOLE 3189 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 18246 68 SH SOLE 68 0 0 STARBUCKS CORP COMMON STOCK 855244109 9429 102 SH SOLE 102 0 0 ADVANCED MICRO DEVIC COMMON STOCK 007903107 11352 80 SH SOLE 80 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 14711 262 SH SOLE 262 0 0 CISCO SYS INC COMMON STOCK 17275R102 13325 192 SH SOLE 192 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 186708 1787 SH SOLE 1787 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 158262 3097 SH SOLE 3097 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 17032 53 SH SOLE 53 0 0 PFIZER INC COMMON STOCK 717081103 6293 259 SH SOLE 259 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 249002 4068 SH SOLE 4068 0 0 NETFLIX INC COMMON STOCK 64110L106 26782 20 SH SOLE 20 0 0 APPLE INC COMMON STOCK 037833100 10150 49 SH SOLE 49 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 304467 3647 SH SOLE 3647 0 0 LOWES COS INC COMMON STOCK 548661107 9651 43 SH SOLE 43 0 0 COSTCO WHSL CORP NEW COMMON STOCK 22160K105 22143 22 SH SOLE 22 0 0 MASTERCARD INC COMMON STOCK 57636Q104 23404 41 SH SOLE 41 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 205497 2776 SH SOLE 2776 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 16751 57 SH SOLE 57 0 0 THE COCA-COLA CO COMMON STOCK 191216100 11658 164 SH SOLE 164 0 0 ALPHABET INC COMMON STOCK 02079K305 48037 272 SH SOLE 272 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 424 1 SH SOLE 1 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 212 4 SH SOLE 4 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1359 7 SH SOLE 7 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 2007 18 SH SOLE 18 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 908 8 SH SOLE 8 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 3850 6 SH SOLE 6 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 902 17 SH SOLE 17 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 367 6 SH SOLE 6 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 896 10 SH SOLE 10 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 7224 17 SH SOLE 17 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 595 12 SH SOLE 12 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 4096 21 SH SOLE 21 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1103 2 SH SOLE 2 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2522 23 SH SOLE 23 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 9965 16 SH SOLE 16 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 3050 59 SH SOLE 59 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 795 13 SH SOLE 13 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 2549 30 SH SOLE 30 0 0 ASIA BROADBAND INC COMMON STOCK 04518L993 0 194 SH SOLE 194 0 0 HEALTHIER CHOICES MGMT C COMMON STOCK 42226N109 0 50000 SH SOLE 50000 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 551 1 SH SOLE 1 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1868 3 SH SOLE 3 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 183 3 SH SOLE 3 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 101573 239 SH SOLE 239 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 17111 345 SH SOLE 345 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 86618 445 SH SOLE 445 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 27736 304 SH SOLE 304 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 36408 66 SH SOLE 66 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 53747 491 SH SOLE 491 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 15094 126 SH SOLE 126 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 34073 597 SH SOLE 597 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 231071 372 SH SOLE 372 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 15126 144 SH SOLE 144 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 15243 298 SH SOLE 298 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 22831 373 SH SOLE 373 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 17162 231 SH SOLE 231 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 59193 139 SH SOLE 139 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 4993 100 SH SOLE 100 0 0 TESLA INC COMMON STOCK 88160R101 6353 20 SH SOLE 20 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 35357 182 SH SOLE 182 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 10518 19 SH SOLE 19 0 0 VANGUARD REAL ESTATE UIT EXCHANGE TRADED 922908553 5036 56 SH SOLE 56 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 19825 181 SH SOLE 181 0 0 FIRST TRUST NASDAQ UIT EXCHANGE TRADED 33734X846 3405 45 SH SOLE 45 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 78406 126 SH SOLE 126 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 21309 417 SH SOLE 417 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 14874 243 SH SOLE 243 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 20863 249 SH SOLE 249 0 0 HIMS & HERS HEALTH INC COMMON STOCK 433000106 9222 185 SH SOLE 185 0 0 ISHARES ETHEREUM TRUST UIT EXCHANGE TRADED 46438R105 7132 374 SH SOLE 374 0 0 MICROSOFT CORP COMMON STOCK 594918104 156951 315 SH SOLE 315 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2196785 5174 SH SOLE 5174 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 225280 4554 SH SOLE 4554 0 0 STRYKER CORP COMMON STOCK 863667101 29073 73 SH SOLE 73 0 0 NIKE INC COMMON STOCK 654106103 25157 354 SH SOLE 354 0 0 WALMART INC COMMON STOCK 931142103 38861 397 SH SOLE 397 0 0 ENTEGRIS INC COMMON STOCK 29362U104 13617 168 SH SOLE 168 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 21833 137 SH SOLE 137 0 0 NVIDIA CORP COMMON STOCK 67066G104 69558 440 SH SOLE 440 0 0 TESLA INC COMMON STOCK 88160R101 6670 21 SH SOLE 21 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 27262 131 SH SOLE 131 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1463327 7533 SH SOLE 7533 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 398393 4373 SH SOLE 4373 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 776138 1406 SH SOLE 1406 0 0 STAG INDL INC REAL ESTATE INVESTME 85254J102 48034 1324 SH SOLE 1324 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 28058 648 SH SOLE 648 0 0 REALTY INCOME CORP REAL ESTATE INVESTME 756109104 35130 609 SH SOLE 609 0 0 ISHARES MSCI EMERGING UIT EXCHANGE TRADED 464287234 155101 3215 SH SOLE 3215 0 0 VISA INC COMMON STOCK 92826C839 29181 82 SH SOLE 82 0 0 AMAZON.COM INC COMMON STOCK 023135106 92143 420 SH SOLE 420 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1071765 9806 SH SOLE 9806 0 0 IBM CORP COMMON STOCK 459200101 44066 149 SH SOLE 149 0 0 BIOGEN INC COMMON STOCK 09062X103 8791 70 SH SOLE 70 0 0 CITIGROUP INC COMMON STOCK 172967424 37623 442 SH SOLE 442 0 0 META PLATFORMS INC COMMON STOCK 30303M102 47480 64 SH SOLE 64 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 379527 3186 SH SOLE 3186 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 27877 489 SH SOLE 489 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 4309656 6940 SH SOLE 6940 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 42939 160 SH SOLE 160 0 0 STARBUCKS CORP COMMON STOCK 855244109 23188 253 SH SOLE 253 0 0 CHIPOTLE MEXICAN 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EXCHANGE TRADED 025072703 291021 3932 SH SOLE 3932 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 46657 160 SH SOLE 160 0 0 THE COCA-COLA CO COMMON STOCK 191216100 33490 473 SH SOLE 473 0 0 SALESFORCE INC COMMON STOCK 79466L302 28563 104 SH SOLE 104 0 0 ALPHABET INC COMMON STOCK 02079K305 87744 497 SH SOLE 497 0 0 APOLLO GLOBAL MGMT INC N COMMON STOCK 03769M106 28995 204 SH SOLE 204 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2124 5 SH SOLE 5 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 198 4 SH SOLE 4 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1560 8 SH SOLE 8 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 551 1 SH SOLE 1 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 767 7 SH SOLE 7 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 3114 5 SH SOLE 5 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 819 16 SH SOLE 16 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 367 6 SH SOLE 6 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 764 9 SH SOLE 9 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 43835 103 SH SOLE 103 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 3751 75 SH SOLE 75 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 27257 140 SH SOLE 140 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 7742 14 SH SOLE 14 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 15271 139 SH SOLE 139 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 58860 94 SH SOLE 94 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 18144 355 SH SOLE 355 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 3733 61 SH SOLE 61 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 15611 187 SH SOLE 187 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 136847 322 SH SOLE 322 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 24204 489 SH SOLE 489 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 114711 590 SH SOLE 590 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 31672 347 SH SOLE 347 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 48544 88 SH SOLE 88 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 65033 595 SH SOLE 595 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 14734 123 SH SOLE 123 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 48795 855 SH SOLE 855 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 311417 501 SH SOLE 501 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 60877 1191 SH SOLE 1191 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 18240 298 SH SOLE 298 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 24689 333 SH SOLE 333 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 58106 136 SH SOLE 136 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 7681 155 SH SOLE 155 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 43513 224 SH SOLE 224 0 0 VANGUARD TOTAL BOND UIT EXCHANGE TRADED 921937835 6387 86 SH SOLE 86 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 17818 32 SH SOLE 32 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 32203 294 SH SOLE 294 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 6376 53 SH SOLE 53 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 23850 418 SH SOLE 418 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 99236 159 SH SOLE 159 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 7793 152 SH SOLE 152 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 7222 118 SH SOLE 118 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 53591 126 SH SOLE 126 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 10277 207 SH SOLE 207 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 49112 252 SH SOLE 252 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 14242 156 SH SOLE 156 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 19337 35 SH SOLE 35 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 28386 259 SH SOLE 259 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 9756 81 SH SOLE 81 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 21242 372 SH SOLE 372 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 127403 205 SH SOLE 205 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 9292 88 SH SOLE 88 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 8986 175 SH SOLE 175 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 12670 207 SH SOLE 207 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 10764 145 SH SOLE 145 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 13223 31 SH SOLE 31 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1190 24 SH SOLE 24 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 8119 41 SH SOLE 41 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 2778 5 SH SOLE 5 0 0 ISHARES S&P 500 GROWTH UIT EXCHANGE TRADED 464287309 31 0 SH SOLE 0 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 4812 44 SH SOLE 44 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 17757 28 SH SOLE 28 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 5836 114 SH SOLE 114 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1775 29 SH SOLE 29 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 5137 61 SH SOLE 61 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 59499 140 SH SOLE 140 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 9930 200 SH SOLE 200 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 50722 261 SH SOLE 261 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 15620 171 SH SOLE 171 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 21547 39 SH SOLE 39 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 31151 285 SH SOLE 285 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 9490 79 SH SOLE 79 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 20434 358 SH SOLE 358 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 135155 217 SH SOLE 217 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 9267 88 SH SOLE 88 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 8635 169 SH SOLE 169 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 14384 235 SH SOLE 235 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 10237 138 SH SOLE 138 0 0 EQUITY LIFESTYLE PPTYS I REAL ESTATE INVESTME 29472R108 801 13 SH SOLE 13 0 0 SANOFI F AMERICAN DEPOSITORY 80105N105 628 13 SH SOLE 13 0 0 MICROSOFT CORP COMMON STOCK 594918104 14424 29 SH SOLE 29 0 0 VERTEX PHARMACEUTICALS I COMMON STOCK 92532F100 890 2 SH SOLE 2 0 0 SHERWIN-WILLIAMS CO COMMON STOCK 824348106 1030 3 SH SOLE 3 0 0 US FOODS HLDG CORP COMMON STOCK 912008109 924 12 SH SOLE 12 0 0 ABBVIE INC COMMON STOCK 00287Y109 1484 8 SH SOLE 8 0 0 COPART INC COMMON STOCK 217204106 932 19 SH SOLE 19 0 0 PHILIP MORRIS INTL INC COMMON STOCK 718172109 1274 7 SH SOLE 7 0 0 AUTONATION INC COMMON STOCK 05329W102 794 4 SH SOLE 4 0 0 S&P GLOBAL INC COMMON STOCK 78409V104 2109 4 SH SOLE 4 0 0 STRYKER CORP COMMON STOCK 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ALPHABET INC COMMON STOCK 02079K107 3370 19 SH SOLE 19 0 0 CROWDSTRIKE HLDGS INC COMMON STOCK 22788C105 1018 2 SH SOLE 2 0 0 TJX COS INC NEW COMMON STOCK 872540109 1234 10 SH SOLE 10 0 0 AMGEN INC COMMON STOCK 031162100 1116 4 SH SOLE 4 0 0 D R HORTON INC COMMON STOCK 23331A109 1031 8 SH SOLE 8 0 0 ORACLE CORP COMMON STOCK 68389X105 1311 6 SH SOLE 6 0 0 COMFORT SYS USA INC COMMON STOCK 199908104 1072 2 SH SOLE 2 0 0 ASML HLDG N V F AMERICAN DEPOSITORY N07059210 1602 2 SH SOLE 2 0 0 NATWEST GROUP PLC F AMERICAN DEPOSITORY 639057207 580 41 SH SOLE 41 0 0 NOVARTIS AG F AMERICAN DEPOSITORY 66987V109 1573 13 SH SOLE 13 0 0 REVVITY INC COMMON STOCK 714046109 773 8 SH SOLE 8 0 0 GOLDMAN SACHS GROUP INC COMMON STOCK 38141G104 2123 3 SH SOLE 3 0 0 ABBOTT LABS COMMON STOCK 002824100 1496 11 SH SOLE 11 0 0 EVERCORE INC COMMON STOCK 29977A105 1080 4 SH SOLE 4 0 0 NORDSON CORP COMMON STOCK 655663102 643 3 SH SOLE 3 0 0 COMCAST CORP NEW COMMON STOCK 20030N101 820 23 SH SOLE 23 0 0 MONDELEZ INTL INC 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47215P106 359 11 SH SOLE 11 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 6311 53 SH SOLE 53 0 0 INTUIT COMMON STOCK 461202103 1575 2 SH SOLE 2 0 0 O REILLY AUTOMOTIVE INC COMMON STOCK 67103H107 1171 13 SH SOLE 13 0 0 GALLAGHER ARTHUR J & CO COMMON STOCK 363576109 1280 4 SH SOLE 4 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 1334 5 SH SOLE 5 0 0 PDD HOLDINGS INC ADR F AMERICAN DEPOSITORY 722304102 837 8 SH SOLE 8 0 0 PEPSICO INC COMMON STOCK 713448108 1188 9 SH SOLE 9 0 0 STARBUCKS CORP COMMON STOCK 855244109 733 8 SH SOLE 8 0 0 ADVANCED MICRO DEVIC COMMON STOCK 007903107 1560 11 SH SOLE 11 0 0 AON PLC F FOREIGN ORDINARIES G0403H108 1070 3 SH SOLE 3 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 786 14 SH SOLE 14 0 0 PRUDENTIAL PLC F AMERICAN DEPOSITORY 74435K204 775 31 SH SOLE 31 0 0 CADENCE DESIGN SYS INC COMMON STOCK 127387108 924 3 SH SOLE 3 0 0 RPM INTL INC COMMON STOCK 749685103 988 9 SH SOLE 9 0 0 WORKDAY INC COMMON STOCK 98138H101 720 3 SH SOLE 3 0 0 SEA LTD F AMERICAN DEPOSITORY 81141R100 319 2 SH SOLE 2 0 0 UBER TECHNOLOGIES INC COMMON STOCK 90353T100 1119 12 SH SOLE 12 0 0 HSBC HLDGS PLC F AMERICAN DEPOSITORY 404280406 972 16 SH SOLE 16 0 0 ELI LILLY AND CO COMMON STOCK 532457108 2338 3 SH SOLE 3 0 0 ANHEUSER BUSCH INBEV S F AMERICAN DEPOSITORY 03524A108 962 14 SH SOLE 14 0 0 AMERICAN TOWER CORP NEW REAL ESTATE INVESTME 03027X100 884 4 SH SOLE 4 0 0 GRACO INC COMMON STOCK 384109104 859 10 SH SOLE 10 0 0 CISCO SYS INC COMMON STOCK 17275R102 1734 25 SH SOLE 25 0 0 CARLISLE COS INC COMMON STOCK 142339100 1120 3 SH SOLE 3 0 0 NETEASE INC F AMERICAN DEPOSITORY 64110W102 538 4 SH SOLE 4 0 0 TRIMBLE INC COMMON STOCK 896239100 835 11 SH SOLE 11 0 0 NOVO-NORDISK A S F AMERICAN DEPOSITORY 670100205 1173 17 SH SOLE 17 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 13268 127 SH SOLE 127 0 0 COUSINS PPTYS INC COMMON STOCK 222795502 810 27 SH SOLE 27 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 5518 108 SH SOLE 108 0 0 ASTRAZENECA PLC F AMERICAN DEPOSITORY 046353108 1327 19 SH SOLE 19 0 0 NEXTERA ENERGY INC COMMON STOCK 65339F101 624 9 SH SOLE 9 0 0 DANAHER CORP COMMON STOCK 235851102 987 5 SH SOLE 5 0 0 SEALED AIR CORP NEW COMMON STOCK 81211K100 992 32 SH SOLE 32 0 0 CAPITAL ONE FINL CORP COMMON STOCK 14040H105 1276 6 SH SOLE 6 0 0 UNITED CMNTY BK BLAIRSVI COMMON STOCK 90984P303 1042 35 SH SOLE 35 0 0 ACCENTURE PLC IRELAND F FOREIGN ORDINARIES G1151C101 1195 4 SH SOLE 4 0 0 ALBERTSONS CO SHS CL A COMMON STOCK 013091103 881 41 SH SOLE 41 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 1913 6 SH SOLE 6 0 0 EXPEDITORS INTL WASH INC COMMON STOCK 302130109 914 8 SH SOLE 8 0 0 MITSUBISHI UFJ FINL GR F AMERICAN DEPOSITORY 606822104 768 56 SH SOLE 56 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 1247 4 SH SOLE 4 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 7896 129 SH SOLE 129 0 0 NETFLIX INC COMMON STOCK 64110L106 2678 2 SH SOLE 2 0 0 ALIBABA GROUP HLDG LTD F AMERICAN DEPOSITORY 01609W102 1360 12 SH SOLE 12 0 0 SMITH & NEPHEW GROUP P F AMERICAN DEPOSITORY 83175M205 735 24 SH SOLE 24 0 0 BLACKROCK INC NEW COMMON STOCK 09290D101 1049 1 SH SOLE 1 0 0 APPLE INC COMMON STOCK 037833100 11899 58 SH SOLE 58 0 0 AFLAC INC COMMON STOCK 001055102 1265 12 SH SOLE 12 0 0 KIMBERLY CLARK CORP COMMON STOCK 494368103 1031 8 SH SOLE 8 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2444 16 SH SOLE 16 0 0 KROGER CO COMMON STOCK 501044101 932 13 SH SOLE 13 0 0 BROOKLINE BANCORP INC DE COMMON STOCK 11373M107 770 73 SH SOLE 73 0 0 NISOURCE INC COMMON STOCK 65473P105 1129 28 SH SOLE 28 0 0 COMMERCE BANCSHARES INC COMMON STOCK 200525103 1056 17 SH SOLE 17 0 0 CHARLES SCHWAB CORP COMMON STOCK 808513105 1094 12 SH SOLE 12 0 0 SONY GROUP CORP F AMERICAN DEPOSITORY 835699307 858 33 SH SOLE 33 0 0 SYNOPSYS INC COMMON STOCK 871607107 512 1 SH SOLE 1 0 0 ELEVANCE HEALTH INC COMMON STOCK 036752103 777 2 SH SOLE 2 0 0 BROWN FORMAN CORP COMMON STOCK 115637209 753 28 SH SOLE 28 0 0 PAYPAL HLDGS INC COMMON STOCK 70450Y103 891 12 SH SOLE 12 0 0 STARWOOD PPTY TR INC REAL ESTATE INVESTME 85571B105 762 38 SH SOLE 38 0 0 AUTOMATIC DATA PROCESSIN COMMON STOCK 053015103 1542 5 SH SOLE 5 0 0 AT&T INC COMMON STOCK 00206R102 1678 58 SH SOLE 58 0 0 TAIWAN SEMICONDUCTOR M F AMERICAN DEPOSITORY 874039100 2038 9 SH SOLE 9 0 0 PUBLIC STORAGE REAL ESTATE INVESTME 74460D109 880 3 SH SOLE 3 0 0 PALANTIR TECHNOLOGIES IN COMMON STOCK 69608A108 1226 9 SH SOLE 9 0 0 AUTODESK INC COMMON STOCK 052769106 1547 5 SH SOLE 5 0 0 MICRON TECHNOLOGY INC COMMON STOCK 595112103 739 6 SH SOLE 6 0 0 PALO ALTO NETWORKS INC COMMON STOCK 697435105 1023 5 SH SOLE 5 0 0 MERCK & CO. INC. COMMON STOCK 58933Y105 870 11 SH SOLE 11 0 0 DISNEY WALT CO COMMON STOCK 254687106 1736 14 SH SOLE 14 0 0 COLGATE PALMOLIVE CO COMMON STOCK 194162103 1181 13 SH SOLE 13 0 0 CATERPILLAR INC COMMON STOCK 149123101 1552 4 SH SOLE 4 0 0 DOORDASH INC COMMON STOCK 25809K105 739 3 SH SOLE 3 0 0 BRITISH AMERN TOB PLC F AMERICAN DEPOSITORY 110448107 946 20 SH SOLE 20 0 0 BARCLAYS PLC F AMERICAN DEPOSITORY 06738E204 687 37 SH SOLE 37 0 0 BOYD GAMING CORP COMMON STOCK 103304101 860 11 SH SOLE 11 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 3189 11 SH SOLE 11 0 0 BOSTON SCIENTIFIC CORP COMMON STOCK 101137107 1288 12 SH SOLE 12 0 0 COPT DEFENSE PROPERTIES REAL ESTATE INVESTME 22002T108 772 28 SH SOLE 28 0 0 CLEARWAY ENERGY INC COMMON STOCK 18539C204 800 25 SH SOLE 25 0 0 BROADCOM INC COMMON STOCK 11135F101 5237 19 SH SOLE 19 0 0 MOODYS CORP COMMON STOCK 615369105 1003 2 SH SOLE 2 0 0 THE CIGNA GROUP COMMON STOCK 125523100 991 3 SH SOLE 3 0 0 PINNACLE WEST CAP CORP COMMON STOCK 723484101 715 8 SH SOLE 8 0 0 ALPHABET INC COMMON STOCK 02079K305 4229 24 SH SOLE 24 0 0 MARRIOTT INTL INC NEW COMMON STOCK 571903202 1366 5 SH SOLE 5 0 0 GE VERNOVA INC COMMON STOCK 36828A101 1058 2 SH SOLE 2 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 9340 22 SH SOLE 22 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 9323 48 SH SOLE 48 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 26486 242 SH SOLE 242 0 0 ISHARES SELECT U.S. REIT UIT EXCHANGE TRADED 464287564 2946 48 SH SOLE 48 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 17429 341 SH SOLE 341 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 13907 166 SH SOLE 166 0 0 ISHARES CORE MSCI UIT EXCHANGE TRADED 46434G103 9650 160 SH SOLE 160 0 0 SPDR S&P 500 ETF UIT EXCHANGE TRADED 78462F103 110049 178 SH SOLE 178 0 0 MICROSOFT CORP COMMON STOCK 594918104 113979 229 SH SOLE 229 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 687632 1619 SH SOLE 1619 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 115080 2326 SH SOLE 2326 0 0 NIKE INC COMMON STOCK 654106103 7474 105 SH SOLE 105 0 0 WALMART INC COMMON STOCK 931142103 23646 241 SH SOLE 241 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 13452 84 SH SOLE 84 0 0 NVIDIA CORP COMMON STOCK 67066G104 58488 370 SH SOLE 370 0 0 TESLA INC COMMON STOCK 88160R101 13024 41 SH SOLE 41 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 13874 66 SH SOLE 66 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 423518 2180 SH SOLE 2180 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 165736 1819 SH SOLE 1819 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 289568 524 SH SOLE 524 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 17460 403 SH SOLE 403 0 0 VISA INC COMMON STOCK 92826C839 18013 50 SH SOLE 50 0 0 AMAZON.COM INC COMMON STOCK 023135106 66255 302 SH SOLE 302 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 321264 2939 SH SOLE 2939 0 0 IBM CORP COMMON STOCK 459200101 28080 95 SH SOLE 95 0 0 BIOGEN INC COMMON STOCK 09062X103 5400 43 SH SOLE 43 0 0 CITIGROUP INC COMMON STOCK 172967424 5025 59 SH SOLE 59 0 0 META PLATFORMS INC COMMON STOCK 30303M102 28195 38 SH SOLE 38 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 105844 888 SH SOLE 888 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 1299603 2093 SH SOLE 2093 0 0 ONTO INNOVATION INC COMMON STOCK 683344105 9386 93 SH SOLE 93 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 27366 102 SH SOLE 102 0 0 STARBUCKS CORP COMMON STOCK 855244109 11647 127 SH SOLE 127 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 11824 131 SH SOLE 131 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 16845 300 SH SOLE 300 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 101322 969 SH SOLE 969 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 110502 2162 SH SOLE 2162 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 22304 69 SH SOLE 69 0 0 PFIZER INC COMMON STOCK 717081103 9122 376 SH SOLE 376 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 375094 6128 SH SOLE 6128 0 0 NETFLIX INC COMMON STOCK 64110L106 33478 25 SH SOLE 25 0 0 APPLE INC COMMON STOCK 037833100 12852 62 SH SOLE 62 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 272398 3263 SH SOLE 3263 0 0 LOWES COS INC COMMON STOCK 548661107 11996 54 SH SOLE 54 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 107264 1449 SH SOLE 1449 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 23625 81 SH SOLE 81 0 0 THE COCA-COLA CO COMMON STOCK 191216100 14672 207 SH SOLE 207 0 0 SALESFORCE INC COMMON STOCK 79466L302 15105 55 SH SOLE 55 0 0 ALPHABET INC COMMON STOCK 02079K305 65763 373 SH SOLE 373 0 0 MICROSOFT CORP COMMON STOCK 594918104 47 0 SH SOLE 0 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 14250 33 SH SOLE 33 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 2898 58 SH SOLE 58 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 321 2 SH SOLE 2 0 0 NVIDIA CORP COMMON STOCK 67066G104 12646 80 SH SOLE 80 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 443 2 SH SOLE 2 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 5277 27 SH SOLE 27 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 4199 7 SH SOLE 7 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 401 9 SH SOLE 9 0 0 VISA INC COMMON STOCK 92826C839 392 1 SH SOLE 1 0 0 AMAZON.COM INC COMMON STOCK 023135106 219 1 SH SOLE 1 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 7186 65 SH SOLE 65 0 0 IBM CORP COMMON STOCK 459200101 135 0 SH SOLE 0 0 0 META PLATFORMS INC COMMON STOCK 30303M102 5197 7 SH SOLE 7 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 2993 25 SH SOLE 25 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 33477 53 SH SOLE 53 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 5914 22 SH SOLE 22 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 449 8 SH SOLE 8 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 8379 163 SH SOLE 163 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 154 0 SH SOLE 0 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2754 45 SH SOLE 45 0 0 APPLE INC COMMON STOCK 037833100 432 2 SH SOLE 2 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 8731 104 SH SOLE 104 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 424 1 SH SOLE 1 0 0 THE COCA-COLA CO COMMON STOCK 191216100 353 4 SH SOLE 4 0 0 ALPHABET INC COMMON STOCK 02079K305 361 2 SH SOLE 2 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 15313 36 SH SOLE 36 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 1539 31 SH SOLE 31 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 9980 51 SH SOLE 51 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 3314 6 SH SOLE 6 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 5281 48 SH SOLE 48 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 21866 35 SH SOLE 35 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 6718 131 SH SOLE 131 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 1591 26 SH SOLE 26 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 6714 80 SH SOLE 80 0 0 DIMENSIONAL UIT EXCHANGE TRADED 25434V807 82921 1936 SH SOLE 1936 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 140960 332 SH SOLE 332 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 24334 492 SH SOLE 492 0 0 DIMENSIONAL US EQUITY UIT EXCHANGE TRADED 25434V401 251763 3756 SH SOLE 3756 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 119451 615 SH SOLE 615 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 46438 509 SH SOLE 509 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 50750 92 SH SOLE 92 0 0 ISHARES MSCI EMERGING UIT EXCHANGE TRADED 464287234 37788 783 SH SOLE 783 0 0 ISHARES GOLD ETF UIT EXCHANGE TRADED 464285204 90796 1456 SH SOLE 1456 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 82107 751 SH SOLE 751 0 0 DIMENSIONAL WLD EX US CR UIT EXCHANGE TRADED 25434V880 138508 4716 SH SOLE 4716 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 27323 229 SH SOLE 229 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 40306 707 SH SOLE 707 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 410876 661 SH SOLE 661 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 78352 749 SH SOLE 749 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 60752 1188 SH SOLE 1188 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 21363 288 SH SOLE 288 0 0 MICROSOFT CORP COMMON STOCK 594918104 625095 1256 SH SOLE 1256 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 2634943 6206 SH SOLE 6206 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 498062 10070 SH SOLE 10070 0 0 NIKE INC COMMON STOCK 654106103 39573 557 SH SOLE 557 0 0 WALMART INC COMMON STOCK 931142103 123619 1264 SH SOLE 1264 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 70274 441 SH SOLE 441 0 0 NVIDIA CORP COMMON STOCK 67066G104 325459 2060 SH SOLE 2060 0 0 TESLA INC COMMON STOCK 88160R101 79415 250 SH SOLE 250 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 76576 368 SH SOLE 368 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1403311 7225 SH SOLE 7225 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 733537 8052 SH SOLE 8052 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1173338 2127 SH SOLE 2127 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 85348 1972 SH SOLE 1972 0 0 VISA INC COMMON STOCK 92826C839 97638 275 SH SOLE 275 0 0 AMAZON.COM INC COMMON STOCK 023135106 362212 1651 SH SOLE 1651 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1490606 13639 SH SOLE 13639 0 0 IBM CORP COMMON STOCK 459200101 140465 476 SH SOLE 476 0 0 BIOGEN INC COMMON STOCK 09062X103 30267 241 SH SOLE 241 0 0 CITIGROUP INC COMMON STOCK 172967424 27583 324 SH SOLE 324 0 0 META PLATFORMS INC COMMON STOCK 30303M102 160165 217 SH SOLE 217 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 462146 3880 SH SOLE 3880 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 6997543 11270 SH SOLE 11270 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 143115 536 SH SOLE 536 0 0 STARBUCKS CORP COMMON STOCK 855244109 61522 671 SH SOLE 671 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 112300 2000 SH SOLE 2000 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 437491 4187 SH SOLE 4187 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 401217 7851 SH SOLE 7851 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 119550 374 SH SOLE 374 0 0 PFIZER INC COMMON STOCK 717081103 43405 1790 SH SOLE 1790 0 0 UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 117960 378 SH SOLE 378 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 308253 5036 SH SOLE 5036 0 0 NETFLIX INC COMMON STOCK 64110L106 202208 151 SH SOLE 151 0 0 APPLE INC COMMON STOCK 037833100 70182 342 SH SOLE 342 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1280165 15335 SH SOLE 15335 0 0 LOWES COS INC COMMON STOCK 548661107 63768 287 SH SOLE 287 0 0 MASTERCARD INC COMMON STOCK 57636Q104 197519 351 SH SOLE 351 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 133958 1810 SH SOLE 1810 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 122817 423 SH SOLE 423 0 0 THE COCA-COLA CO COMMON STOCK 191216100 75202 1062 SH SOLE 1062 0 0 ALPHABET INC COMMON STOCK 02079K305 293951 1668 SH SOLE 1668 0 0 MICROSOFT CORP COMMON STOCK 594918104 109132 219 SH SOLE 219 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 1803604 4247 SH SOLE 4247 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 306498 6196 SH SOLE 6196 0 0 STRYKER CORP COMMON STOCK 863667101 40095 101 SH SOLE 101 0 0 NIKE INC COMMON STOCK 654106103 35549 500 SH SOLE 500 0 0 WALMART INC COMMON STOCK 931142103 41582 425 SH SOLE 425 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 30540 191 SH SOLE 191 0 0 NVIDIA CORP COMMON STOCK 67066G104 53741 340 SH SOLE 340 0 0 TESLA INC COMMON STOCK 88160R101 49237 155 SH SOLE 155 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 44282 213 SH SOLE 213 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1222217 6292 SH SOLE 6292 0 0 ALPHABET INC COMMON STOCK 02079K107 16593 93 SH SOLE 93 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 483999 5312 SH SOLE 5312 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 708069 1283 SH SOLE 1283 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 16676 385 SH SOLE 385 0 0 VISA INC COMMON STOCK 92826C839 28673 80 SH SOLE 80 0 0 AMAZON.COM INC COMMON STOCK 023135106 57041 260 SH SOLE 260 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 949162 8684 SH SOLE 8684 0 0 IBM CORP COMMON STOCK 459200101 43355 147 SH SOLE 147 0 0 BIOGEN INC COMMON STOCK 09062X103 20471 163 SH SOLE 163 0 0 CITIGROUP INC COMMON STOCK 172967424 24382 286 SH SOLE 286 0 0 META PLATFORMS INC COMMON STOCK 30303M102 54078 73 SH SOLE 73 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 308195 2587 SH SOLE 2587 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 98132 1721 SH SOLE 1721 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 3260951 5251 SH SOLE 5251 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 31377 117 SH SOLE 117 0 0 STARBUCKS CORP COMMON STOCK 855244109 33081 361 SH SOLE 361 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 42000 748 SH SOLE 748 0 0 CISCO SYS INC COMMON STOCK 17275R102 23429 337 SH SOLE 337 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 292793 2802 SH SOLE 2802 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 252197 4935 SH SOLE 4935 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 47955 150 SH SOLE 150 0 0 PFIZER INC COMMON STOCK 717081103 23707 978 SH SOLE 978 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 506635 8277 SH SOLE 8277 0 0 NETFLIX INC COMMON STOCK 64110L106 57582 43 SH SOLE 43 0 0 APPLE INC COMMON STOCK 037833100 39420 192 SH SOLE 192 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 545017 6528 SH SOLE 6528 0 0 LOWES COS INC COMMON STOCK 548661107 45593 205 SH SOLE 205 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 330875 4470 SH SOLE 4470 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 50584 174 SH SOLE 174 0 0 THE COCA-COLA CO COMMON STOCK 191216100 43546 615 SH SOLE 615 0 0 ALPHABET INC COMMON STOCK 02079K305 48976 277 SH SOLE 277 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 6410 15 SH SOLE 15 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 839 16 SH SOLE 16 0 0 VANGUARD DIVIDEND UIT EXCHANGE TRADED 921908844 1637 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 5542 28 SH SOLE 28 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 13295 24 SH SOLE 24 0 0 VANGUARD TOTAL STOCK UIT EXCHANGE TRADED 922908769 1519 5 SH SOLE 5 0 0 VANGUARD HIGH DIVIDEND UIT EXCHANGE TRADED 921946406 2850 21 SH SOLE 21 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 3505 32 SH SOLE 32 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 628 5 SH SOLE 5 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 2608 45 SH SOLE 45 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 21524 34 SH SOLE 34 0 0 SCHWAB US DIVIDEND UIT EXCHANGE TRADED 808524797 1763 66 SH SOLE 66 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 550 5 SH SOLE 5 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2102 41 SH SOLE 41 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 2142 35 SH SOLE 35 0 0 INVESCO NASDAQ 100 ETF UIT EXCHANGE TRADED 46138G649 2501 11 SH SOLE 11 0 0 MICROSOFT CORP COMMON STOCK 594918104 684057 1375 SH SOLE 1375 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 4248620 10006 SH SOLE 10006 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 705704 14268 SH SOLE 14268 0 0 STRYKER CORP COMMON STOCK 863667101 99270 250 SH SOLE 250 0 0 NIKE INC COMMON STOCK 654106103 48564 683 SH SOLE 683 0 0 WALMART INC COMMON STOCK 931142103 140884 1440 SH SOLE 1440 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 80899 507 SH SOLE 507 0 0 NVIDIA CORP COMMON STOCK 67066G104 358855 2271 SH SOLE 2271 0 0 TESLA INC COMMON STOCK 88160R101 76873 242 SH SOLE 242 0 0 TEXAS INSTRS INC COMMON STOCK 882508104 86375 416 SH SOLE 416 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 1972278 10154 SH SOLE 10154 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 185546 2036 SH SOLE 2036 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 1697703 3077 SH SOLE 3077 0 0 VERIZON COMMUNICATIONS I COMMON STOCK 92343V104 104412 2413 SH SOLE 2413 0 0 VISA INC COMMON STOCK 92826C839 107360 302 SH SOLE 302 0 0 AMAZON.COM INC COMMON STOCK 023135106 365503 1666 SH SOLE 1666 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 2669386 24424 SH SOLE 24424 0 0 IBM CORP COMMON STOCK 459200101 168100 570 SH SOLE 570 0 0 BIOGEN INC COMMON STOCK 09062X103 32778 261 SH SOLE 261 0 0 CITIGROUP INC COMMON STOCK 172967424 140447 1649 SH SOLE 1649 0 0 META PLATFORMS INC COMMON STOCK 30303M102 170657 231 SH SOLE 231 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 635488 5336 SH SOLE 5336 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 35002 613 SH SOLE 613 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 9073981 14614 SH SOLE 14614 0 0 PROGRESSIVE CORP OH COMMON STOCK 743315103 163806 613 SH SOLE 613 0 0 STARBUCKS CORP COMMON STOCK 855244109 69704 760 SH SOLE 760 0 0 CHIPOTLE MEXICAN GRILL I COMMON STOCK 169656105 115107 2050 SH SOLE 2050 0 0 CISCO SYS INC COMMON STOCK 17275R102 101627 1464 SH SOLE 1464 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 603024 5771 SH SOLE 5771 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 474268 9281 SH SOLE 9281 0 0 AMERICAN EXPRESS CO COMMON STOCK 025816109 132085 414 SH SOLE 414 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 390642 6382 SH SOLE 6382 0 0 NETFLIX INC COMMON STOCK 64110L106 200869 150 SH SOLE 150 0 0 APPLE INC COMMON STOCK 037833100 77415 377 SH SOLE 377 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 2024710 24253 SH SOLE 24253 0 0 LOWES COS INC COMMON STOCK 548661107 71979 324 SH SOLE 324 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 121137 1636 SH SOLE 1636 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 142047 489 SH SOLE 489 0 0 THE COCA-COLA CO COMMON STOCK 191216100 88103 1245 SH SOLE 1245 0 0 ALPHABET INC COMMON STOCK 02079K305 337327 1914 SH SOLE 1914 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 4674 11 SH SOLE 11 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 396 8 SH SOLE 8 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 2926 15 SH SOLE 15 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 552 1 SH SOLE 1 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 1645 15 SH SOLE 15 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 6228 10 SH SOLE 10 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 2055 40 SH SOLE 40 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 367 6 SH SOLE 6 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 1614 19 SH SOLE 19 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287614 141630 333 SH SOLE 333 0 0 VANGUARD FTSE EMERGING UIT EXCHANGE TRADED 922042858 24972 504 SH SOLE 504 0 0 ISHARES RUSSELL 1000 UIT EXCHANGE TRADED 464287598 129294 665 SH SOLE 665 0 0 AVANTIS US SMALL CAP UIT EXCHANGE TRADED 025072877 38561 423 SH SOLE 423 0 0 INVESCO QQQ TRUST UIT EXCHANGE TRADED 46090E103 53586 97 SH SOLE 97 0 0 ISHARES CORE S&P SMALL UIT EXCHANGE TRADED 464287804 78019 713 SH SOLE 713 0 0 ISHARES 3-7 YEAR TRERY UIT EXCHANGE TRADED 464288661 23173 194 SH SOLE 194 0 0 VANGUARD FTSE DEVELOPED UIT EXCHANGE TRADED 921943858 10432 183 SH SOLE 183 0 0 ISHARES CORE S&P 500 UIT EXCHANGE TRADED 464287200 334034 537 SH SOLE 537 0 0 ISHARES NATIONAL MUNI UIT EXCHANGE TRADED 464288414 22736 217 SH SOLE 217 0 0 ISHARES SHORT DURATN BND UIT EXCHANGE TRADED 46431W507 23205 454 SH SOLE 454 0 0 ISHARES BITCOIN ETF UIT EXCHANGE TRADED 46438F101 31645 517 SH SOLE 517 0 0 ISHARES CORE MSCI EAFE UIT EXCHANGE TRADED 46432F842 40775 488 SH SOLE 488 0 0 AVANTIS INTERNATIONAL UIT EXCHANGE TRADED 025072703 25969 350 SH SOLE 350 0 0