STRATEGIC INVESTMENT SOLUTIONS, INC.

Adviser information for STRATEGIC INVESTMENT SOLUTIONS, INC. last updated from Form ADV on February 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Illinois, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 7
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 8
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 4,240 $780.0M
Non-Discretionary 0 $0
Total 4,240 $780.0M

Clients

Type Number RAUM
Individuals 1,975 $428.0M
HNW Individuals 125 $207.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 125 $145.0M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-67584
SEC ERA File Number 801-67584
SEC CIK Numbers 1960144
SEC CRD Numbers 143128
Legal Entity Identifier None

Principal Office

9501 W 144TH PLACE
ORLAND PARK
IL
United States
Monday - Friday, 9AM-5PM
Tel: 708-645-8820, Fax: 708-403-4228

Websites

Chief Compliance Officer

DOUG STEPANSKY
CCO
9501 W. 144TH PLACE, SUITE 101
ORLAND PARK
IL
United States
Tel: 708-645-8820
Fax: 708-403-4228
(Full email address available in API data)

Regulatory Contact

AYMAN SAIDI
PRESIDENT
9501 W. 144TH PLACE, SUITE 101
SUITE 101
ORLAND PARK
IL
United States
Tel: 708-590-6873
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
STEPANSKY, DOUGLAS, JAMES Individual CCO 01/2017 10-25%
SAIDI, AYMAN Individual PRESIDENT 01/2022 > 75%

No. Employees, Historic

2010020202021202220232024202512 on 2/17/202012 on 6/24/202012 on 6/29/202012 on 3/19/202113 on 2/21/202213 on 2/20/202315 on 2/19/2024

RAUM, Historic

800M400M0202020212022202320242025482000000 on 2/17/2020482000000 on 6/24/2020482000000 on 6/29/2020525000000 on 3/19/2021615000000 on 2/21/2022611000000 on 2/20/2023780000000 on 2/19/2024

No. Clients, Historic

3,0001,50002020202120222023202420251026 on 2/17/20201026 on 6/24/20201026 on 6/29/20201090 on 3/19/20211384 on 2/21/20221391 on 2/20/20232225 on 2/19/2024

Holdings

From latest 13F, filed August 29th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
VANGUARD SHORT TERM COR BD ETF 6K 71
ISHARES CORE S&P 500 ETF 30K 54
VANGUARD SHORT TERM COR BD ETF 17K 215
DIMENSIONAL US CORE EQUITY MARKT ETF 26K 669
VANGUARD INFORMATION TECHNOLOGY ETF 22K 38
SCHWAB US DIVIDEND EQUITY ETF 1K 13
SCHWAB US DIVIDEND EQUITY ETF 48K 579
DIMENSIONAL INTERN CORE EQT MKT ETF 146K 5K
VANGUARD SHORT TERM COR BD ETF 27K 343
VANGUARD SHORT TERM TREASURY ETF 26K 451
VANGUARD S&P 500 ETF ETF 255K 503
VANGUARD GROWTH ETF ETF 130K 355
VANGUARD ULTRA SHORT BOND ETF 48K 975
ENOVIX CORP Common Stock 29K 2K
DIMENSIONAL U S TARGETED VALUE ETF 16K 272
DIMENSIONAL US CORE EQUITY MARKT ETF 106K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 53K 2K
DIMENSIONAL U S TARGETED VALUE ETF 25K 442
DIMENSIONAL US CORE EQUITY MARKT ETF 20K 520
ISHARES 10-20 YEAR TSURY BOND ETF 9K 89
VANGUARD GROWTH ETF ETF 19K 53
DIMENSIONAL US HIGH PROFTBLTY ETF 34K 1K
SCHWAB US DIVIDEND EQUITY ETF 22K 265
VANGUARD SHORT TERM COR BD ETF 50K 639
ISHARES 10-20 YEAR TSURY BOND ETF 28K 268
VANGUARD DIVIDEND APPRECIATION ETF 24K 128
VANGUARD GROWTH ETF ETF 122K 332
DIMENSIONAL U S TARGETED VALUE ETF 89K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 50K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 179K 6K
ISHARES 10-20 YEAR TSURY BOND ETF 106K 1K
VANGUARD GROWTH ETF ETF 127K 347
DIMENSIONAL CORE FIXED INCOME ETF 28K 656
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
SCHWAB US DIVIDEND EQUITY ETF 36K 437
SCHWAB US DIVIDEND EQUITY ETF 13K 161
BECTON DICKINSON&CO Common Stock 6K 24
DIMENSIONAL US HIGH PROFTBLTY ETF 35K 1K
EMBECTA CORP Common Stock 63 4
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
SCHWAB US DIVIDEND EQUITY ETF 1K 16
VANGUARD SHORT TERM TREASURY ETF 36K 615
DIMENSIONAL US HIGH PROFTBLTY ETF 67K 2K
VANGUARD SHORT TERM TREASURY ETF 21K 360
VANGUARD DIVIDEND APPRECIATION ETF 122K 643
ISHARES CORE S&P 500 ETF 12K 22
VANGUARD INTRMDIAT TRM TRSRY ETF 9K 147
VANGUARD DIVIDEND APPRECIATION ETF 21K 109
VANGUARD S&P 500 ETF ETF 29K 58
DIMENSIONAL US SMALL CAP VALU ETF 42K 1K
DIMENSIONAL U S EQUITY ETF 71K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 87K 2K
VANGUARD SHORT TERM TREASURY ETF 21K 351
DIMENSIONAL WORLD EQUITY ETF 41K 669
VANGUARD INFORMATION TECHNOLOGY ETF 21K 37
VANGUARD GROWTH ETF ETF 29K 79
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL U S EQUITY ETF 203K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 26K 244
VANGUARD INTRMDIAT TRM TRSRY ETF 26K 429
VANGUARD INFORMATION TECHNOLOGY ETF 97K 170
VANGUARD GROWTH ETF ETF 281K 765
DIMENSIONAL U S EQUITY ETF 25K 417
VANGUARD SHORT TERM TREASURY ETF 9K 157
SCHWAB US DIVIDEND EQUITY ETF 20K 246
DIMENSIONAL US REAL ESTATE ETF 46K 2K
DIMENSIONAL U S TARGETED VALUE ETF 250K 4K
DIMENSIONAL WORLD EQUITY ETF 114K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 49K 1K
DIMENSIONAL U S EQUITY ETF 357K 6K
DIMENSIONAL US MARKETWIDE VALUE ETF 113K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 203
VANGUARD SHORT TERM TREASURY ETF 28K 484
VANGUARD MUNI BND TAX EXEMPT ETF 24K 471
VANGUARD GROWTH ETF ETF 257K 700
BP PLC F SPONSORED ADR 46K 1K
DIMENSIONAL U S TARGETED VALUE ETF 117K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 161K 4K
DIMENSNL ULTRASHRT FIXED INCM ETF 12K 246
VANGUARD DIVIDEND APPRECIATION ETF 46K 245
VANGUARD GROWTH ETF ETF 74K 201
DIMENSIONAL U S TARGETED VALUE ETF 63K 1K
DIMENSIONAL U S EQUITY ETF 75K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 28K 260
VANGUARD GROWTH ETF ETF 161K 439
DIMENSIONAL WORLD EQUITY ETF 22K 351
DIMENSIONAL GLOBAL CREDIT ETF 10K 189
VANGUARD INTRMDIAT TRM TRSRY ETF 9K 154
VANGUARD SHORT TERM TREASURY ETF 15K 253
VANGUARD GROWTH ETF ETF 66K 181
DIMENSIONAL U S EQUITY ETF 43K 719
VANGUARD SHORT TERM COR BD ETF 16K 207
DIMENSIONAL U S TARGETED VALUE ETF 18K 308
VANGUARD SHORT TERM TREASURY ETF 30K 512
VANGUARD TOTAL WORLD STOCK ETF 18K 159
DIMENSNL ULTRASHRT FIXED INCM ETF 2K 33
DIMENSIONAL U S CORE EQUITY 2 ETF 69K 2K
SCHWAB US DIVIDEND EQUITY ETF 43K 517
SCHWAB INTERNATIONAL DIVIDND EQY ETF 15K 614
VANGUARD VALUE ETF ETF 17K 101
VANGUARD GROWTH ETF ETF 41K 110
DIMENSIONAL U S CORE EQUITY 2 ETF 73K 2K
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 25K 239
VANGUARD INTRMDIAT TRM TRSRY ETF 15K 257
VANGUARD S&P 500 ETF ETF 42K 83
DIMENSIONAL US CORE EQUITY MARKT ETF 7K 177
VANGUARD TOTAL WORLD STOCK ETF 5K 44
VANGUARD GROWTH ETF ETF 5K 14
DIMENSIONAL U S CORE EQUITY 2 ETF 44K 1K
DIMENSIONAL U S TARGETED VALUE ETF 23K 405
DIMENSIONAL WLD EX US CR EQ 2 ETF 23K 877
DIMENSIONAL INTERNATIONAL VAL ETF 21K 565
DIMENSIONAL US MARKETWIDE VALUE ETF 26K 640
DIMENSIONAL US HIGH PROFTBLTY ETF 30K 930
VANGUARD GROWTH ETF ETF 33K 89
DIMENSIONAL WORLD EQUITY ETF 123 2
DIMENSIONAL US HIGH PROFTBLTY ETF 30K 909
SCHWAB US DIVIDEND EQUITY ETF 9K 113
DIMENSIONAL US SUS CORE 1 ETF 1K 33
ISHARES CORE MSCI TOTL INTL STCK ETF 999 14
SCHWAB US DIVIDEND EQUITY ETF 30K 364
DIMENSIONAL US SMALL CAP VALU ETF 61K 2K
DIMENSIONAL U S EQUITY ETF 25K 423
VANGUARD INFORMATION TECHNOLOGY ETF 48K 85
VANGUARD DIVIDEND APPRECIATION ETF 31K 163
VANGUARD GROWTH ETF ETF 111K 303
VANGUARD SHORT TERM COR BD ETF 1K 18
SCHWAB US DIVIDEND EQUITY ETF 12K 146
VANGUARD SHORT TERM COR BD ETF 11K 143
DIMENSIONAL US HIGH PROFTBLTY ETF 29K 906
VANGUARD SHORT TERM COR BD ETF 2K 27
VANGUARD GROWTH ETF ETF 65K 178
DIMENSIONAL WORLD EQUITY ETF 17K 284
SCHWAB US DIVIDEND EQUITY ETF 3K 34
CROWN HOLDINGS INC Common Stock 8K 86
DIMENSIONAL INTERNATIONAL VAL ETF 30K 812
SPDR GOLD SHARES ETF ETF 23K 103
SCHWAB US DIVIDEND EQUITY ETF 24K 288
VANGUARD VALUE ETF ETF 22K 132
DIMENSIONAL U S EQUITY ETF 111K 2K
VANGUARD SHORT TERM COR BD ETF 70 1
VANGUARD SHORT TERM TREASURY ETF 9K 153
DIMENSIONAL US HIGH PROFTBLTY ETF 27K 829
VANGUARD SHORT TERM COR BD ETF 41K 518
DIMENSIONAL US SMALL CAP VALU ETF 12K 370
DIMENSIONAL US LRGE CP VCTR ETF 11K 167
VANGUARD GROWTH ETF ETF 11K 30
DIMENSIONAL U S EQUITY ETF 13K 213
VANGUARD INFORMATION TECHNOLOGY ETF 12K 21
VANGUARD INFORMATION TECHNOLOGY ETF 19K 34
DIMENSIONAL WORLD EQUITY ETF 18K 288
DIMENSIONAL GLOBAL CREDIT ETF 5K 101
CRH PUBLIC LIMITED CO F Common Stock 682K 8K
DIMENSIONAL U S SMALL CAP ETF 175K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 86K 2K
DIMENSIONAL US SMALL CAP VALU ETF 87K 3K
DIMENSIONAL U S EQUITY ETF 499K 8K
DIMENSIONAL US MARKETWIDE VALUE ETF 114K 3K
ISHARES CORE MSCI TOTL INTL STCK ETF 241K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 43K 409
VANGUARD MUNI BND TAX EXEMPT ETF 158K 3K
VANGUARD GROWTH ETF ETF 236K 642
DIMENSIONAL US CORE EQUITY MARKT ETF 134K 4K
VANGUARD SHORT TERM TREASURY ETF 26K 448
VANGUARD VALUE ETF ETF 90K 534
VANGUARD GROWTH ETF ETF 266K 724
DIMENSIONAL U S EQUITY ETF 12K 208
VANGUARD GROWTH ETF ETF 10K 27
DIMENSIONAL U S EQUITY ETF 48K 800
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
ISHARES GOLD ETF ETF 23K 500
VANGUARD DIVIDEND APPRECIATION ETF 40K 209
VANGUARD ULTRA SHORT BOND ETF 21K 417
DIMENSIONAL U S TARGETED VALUE ETF 66K 1K
DIMENSIONAL WORLD EQUITY ETF 62K 1K
DIMENSIONAL U S EQUITY ETF 89K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 35K 334
VANGUARD VALUE ETF ETF 95K 568
VANGUARD GROWTH ETF ETF 133K 361
SCHWAB US BROAD MARKET ETF 3K 49
DIMENSIONAL U S TARGETED VALUE ETF 29K 517
DIMENSIONAL U S EQUITY ETF 47K 782
ISHARES FALLEN ANGELS USD BOND ETF 10K 375
SCHWAB US DIVIDEND EQUITY ETF 45K 548
ISHARES 10-20 YEAR TSURY BOND ETF 10K 96
VANGUARD INTRMDIAT TRM TRSRY ETF 10K 169
VANGUARD SHORT TERM TREASURY ETF 10K 171
DIMENSIONAL U S TARGETED VALUE ETF 20K 359
SCHWAB US DIVIDEND EQUITY ETF 10K 126
DIMENSIONAL US HIGH PROFTBLTY ETF 15K 473
ISHARES MSCI USA MOMNTUM FCT ETF 5K 26
DIMENSIONAL WORLD EQUITY ETF 27K 433
VANGUARD GROWTH ETF ETF 33K 90
DIMENSIONAL U S CORE EQUITY 2 ETF 72K 2K
DIMENSIONAL U S TARGETED VALUE ETF 58K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
VANGUARD GROWTH ETF ETF 31K 83
VANGUARD ULTRA SHORT BOND ETF 615 12
DIMENSIONAL US SUS CORE 1 ETF 48K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 15K 451
SCHWAB US DIVIDEND EQUITY ETF 22K 266
DIMENSIONAL U S CORE EQUITY 2 ETF 2K 51
DIMENSIONAL WORLD EQUITY ETF 1K 18
DIMENSIONAL WORLD EQUITY ETF 47K 770
DIMENSIONAL US SMALL CAP VALU ETF 38K 1K
DIMENSIONAL U S EQUITY ETF 121K 2K
ISHARES 20 PLS YEAR TREASURY BND ETF 33K 349
VANGUARD GROWTH ETF ETF 66K 179
VANGUARD ULTRA SHORT BOND ETF 19K 389
FORD MOTOR CO Common Stock 2K 215
SIRIUS XM HLDGS INC Common Stock 276 80
A T & T INC Common Stock 21K 1K
DIMENSIONAL WORLD EQUITY ETF 51K 838
SCHWAB US DIVIDEND EQUITY ETF 12K 147
DIMENSIONAL U S CORE EQUITY 2 ETF 73K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 35K 1K
VANGUARD VALUE ETF ETF 37K 221
VANGUARD GROWTH ETF ETF 37K 100
VANGUARD ULTRA SHORT BOND ETF 46K 933
DIMENSIONAL US HIGH PROFTBLTY ETF 107K 3K
SCHWAB US DIVIDEND EQUITY ETF 46K 551
DIMENSNL ULTRASHRT FIXED INCM ETF 4K 83
DIMENSIONAL US CORE EQUITY MARKT ETF 12K 313
DIMENSIONAL SHRT DRT FXD INCM ETF 18K 372
DIMENSIONAL U S CORE EQUITY 2 ETF 50K 2K
DIMENSIONAL INTERN CORE EQT MKT ETF 14K 462
DIMENSIONAL INTERNATIONAL VAL ETF 15K 405
VANGUARD SMALL CAP ETF ETF 25K 107
VANGUARD INFORMATION TECHNOLOGY ETF 25K 44
VANGUARD GROWTH ETF ETF 20K 54
DIMENSIONAL U S TARGETED VALUE ETF 44K 772
DIMENSIONAL US CORE EQUITY MARKT ETF 130K 3K
DIMENSIONAL WORLD EQUITY ETF 36K 588
VANGUARD VALUE ETF ETF 53K 316
VANGUARD GROWTH ETF ETF 24K 66
DIMENSIONAL U S CORE EQUITY 2 ETF 79K 2K
DIMENSIONAL US REAL ESTATE ETF 47K 2K
DIMENSIONAL U S TARGETED VALUE ETF 81K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 51K 481
ISHARES 20 PLS YEAR TREASURY BND ETF 58K 615
VANGUARD DIVIDEND APPRECIATION ETF 45K 237
VANGUARD VALUE ETF ETF 74K 438
VANGUARD GROWTH ETF ETF 139K 378
DIMENSIONAL US HIGH PROFTBLTY ETF 47K 1K
VANGUARD SHORT TERM COR BD ETF 10K 129
DIMENSIONAL WORLD EQUITY ETF 4K 68
DIMENSIONAL WORLD EQUITY ETF 2K 29
DIMENSIONAL US SUS CORE 1 ETF 1K 36
SCHWAB US DIVIDEND EQUITY ETF 2K 20
VANGUARD S&P 500 ETF ETF 10K 20
DIMENSIONAL WORLD EQUITY ETF 7K 110
LONGTOP FINL TECH XXX REGISTRATION REVOKED BY 0 150
APPLE INC Common Stock 143K 645
DIMENSNL ULTRASHRT FIXED INCM ETF 48K 946
META PLATFORMS INC CLASS A 29K 60
DIMENSIONAL U S CORE EQUITY 2 ETF 9K 262
VANGUARD INFORMATION TECHNOLOGY ETF 5K 9
VANGUARD GROWTH ETF ETF 6K 16
DIMENSIONAL WORLD EQUITY ETF 29K 470
DIMENSNL ULTRASHRT FIXED INCM ETF 34K 677
VANGUARD ULTRA SHORT BOND ETF 31K 668
DIMENSIONAL WORLD EQUITY ETF 7K 107
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 58K 2K
SCHWAB US DIVIDEND EQUITY ETF 33K 404
DIMENSIONAL U S SMALL CAP ETF 49K 753
DIMENSIONAL WORLD EQUITY ETF 72K 1K
DIMENSIONAL U S EQUITY ETF 153K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 73K 2K
DIMENSIONAL GLOBAL CREDIT ETF 27K 496
DIMENSNL ULTRASHRT FIXED INCM ETF 23K 451
VANGUARD GROWTH ETF ETF 61K 167
DIMENSIONAL INTERNATIONAL VAL ETF 22K 583
DIMENSIONAL US MARKETWIDE VALUE ETF 25K 602
VANGUARD SHORT TERM TREASURY ETF 31K 537
VANGUARD ULTRA SHORT BOND ETF 25K 504
DIMENSIONAL CORE FIXED INCOME ETF 18K 414
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 154
METLIFE INC Common Stock 7K 93
VANGUARD TOTAL WORLD STOCK ETF 14K 123
VANGUARD GROWTH ETF ETF 13K 34
DIMENSIONAL U S CORE EQUITY 2 ETF 33K 1K
DIMENSIONAL U S TARGETED VALUE ETF 23K 412
VANGUARD MID CAP GROWTH ETF 21K 91
DIMENSIONAL U S CORE EQUITY 2 ETF 8K 241
VANGUARD GROWTH ETF ETF 9K 24
DIMENSIONAL U S CORE EQUITY 2 ETF 40K 1K
DIMENSIONAL U S SMALL CAP ETF 28K 423
ISHARES CORE S&P 500 ETF 66K 119
ISHARES 10-20 YEAR TSURY BOND ETF 41K 383
VANGUARD SHORT TERM COR BD ETF 22K 278
VANGUARD DIVIDEND APPRECIATION ETF 55K 292
VANGUARD GROWTH ETF ETF 57K 155
EXXON MOBIL CORP Common Stock 20K 168
DIMENSIONAL WLD EX US CR EQ 2 ETF 44K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 46K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 13K 127
VANGUARD MUNI BND TAX EXEMPT ETF 40K 790
VANGUARD GROWTH ETF ETF 90K 244
DIMENSIONAL US SUS CORE 1 ETF 97K 3K
DIMENSIONAL US SMALL CAP VALU ETF 35K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 548 8
VANGUARD INTRMDIAT TRM TRSRY ETF 51K 859
VANGUARD INFORMATION TECHNOLOGY ETF 43K 76
VANGUARD DIVIDEND APPRECIATION ETF 46K 244
VANGUARD GROWTH ETF ETF 122K 331
DIMENSIONAL WORLD EQUITY ETF 8K 126
VANGUARD ULTRA SHORT BOND ETF 12K 243
DIMENSIONAL WORLD EQUITY ETF 16K 266
VANGUARD GROWTH ETF ETF 17K 45
DIMENSIONAL U S CORE EQUITY 2 ETF 32K 952
DIMENSIONAL WLD EX US CR EQ 2 ETF 55K 2K
DIMENSIONAL U S EQUITY ETF 59K 984
ISHARES 10-20 YEAR TSURY BOND ETF 30K 279
VANGUARD GROWTH ETF ETF 33K 90
DIMENSIONAL U S TARGETED VALUE ETF 75K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 83K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 60K 2K
DIMENSIONAL U S EQUITY ETF 141K 2K
DIMENSIONAL US LRGE CP VCTR ETF 37K 577
DIMENSIONAL US HIGH PROFTBLTY ETF 72K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 63K 599
ISHARES 20 PLS YEAR TREASURY BND ETF 34K 360
VANGUARD GROWTH ETF ETF 166K 451
VANGUARD ULTRA SHORT BOND ETF 24K 487
VANGUARD S&P 500 ETF ETF 35K 70
VANGUARD GROWTH ETF ETF 13K 36
DIMENSIONAL WLD EX US CR EQ 2 ETF 42K 2K
DIMENSIONAL US SUS CORE 1 ETF 82K 2K
DIMENSIONAL US SMALL CAP VALU ETF 69K 2K
VANGUARD INFORMATION TECHNOLOGY ETF 49K 87
VANGUARD VALUE ETF ETF 70K 418
VANGUARD GROWTH ETF ETF 49K 134
VANGUARD SHORT TERM TREASURY ETF 10K 165
VANGUARD GROWTH ETF ETF 13K 36
ISHARES 10-20 YEAR TSURY BOND ETF 11K 106
VANGUARD DIVIDEND APPRECIATION ETF 21K 113
VANGUARD GROWTH ETF ETF 29K 78
DIMENSIONAL U S EQUITY ETF 21 0
ISHARES CORE MSCI TOTL INTL STCK ETF 62 1
SCHWAB US DIVIDEND EQUITY ETF 32 0
ISHARES CORE S&P 500 ETF 45K 82
VANGUARD ULTRA SHORT BOND ETF 16K 324
VANGUARD ULTRA SHORT BOND ETF 16K 324
DIMENSIONAL WORLD EQUITY ETF 6K 104
DIMENSIONAL U S CORE EQUITY 2 ETF 61K 2K
VANGUARD SHORT TERM COR BD ETF 43 1
VANGUARD S&P 500 ETF ETF 31K 61
DIMENSIONAL WORLD EQUITY ETF 307 5
DIMENSIONAL U S TARGETED VALUE ETF 88K 2K
VANGUARD SHORT TERM TREASURY ETF 17K 290
VANGUARD GROWTH ETF ETF 167K 455
DIMENSIONAL U S TARGETED VALUE ETF 33K 577
DIMENSIONAL WORLD EQUITY ETF 60K 973
VANGUARD GROWTH ETF ETF 151K 410
VANGUARD ULTRA SHORT BOND ETF 35K 711
DIMENSIONAL U S TARGETED VALUE ETF 34K 588
VANGUARD SHORT TERM COR BD ETF 4K 51
VANGUARD S&P 500 ETF ETF 52K 103
VANGUARD VALUE ETF ETF 46K 276
DIMENSIONAL WORLD EQUITY ETF 48K 787
VANGUARD SHORT TERM TREASURY ETF 35 1
VANGUARD DIVIDEND APPRECIATION ETF 51K 271
VANGUARD GROWTH ETF ETF 49K 132
VANGUARD SHORT TERM COR BD ETF 61 1
VANGUARD SHORT TERM TREASURY ETF 30K 510
VANGUARD S&P 500 ETF ETF 22K 44
ISHARES CORE S&P 500 ETF 36K 65
VANGUARD VALUE ETF ETF 19K 112
VANGUARD ULTRA SHORT BOND ETF 29K 587
DIMENSIONAL US HIGH PROFTBLTY ETF 179K 5K
ISHARES CORE S&P 500 ETF 125K 226
ISHARES 10-20 YEAR TSURY BOND ETF 24K 230
VANGUARD DIVIDEND APPRECIATION ETF 62K 326
VANGUARD GROWTH ETF ETF 108K 295
DIMENSIONAL US SUS CORE 1 ETF 68K 2K
DIMENSIONAL US SMALL CAP VALU ETF 33K 1K
VANGUARD SHORT TERM COR BD ETF 16K 205
VANGUARD VALUE ETF ETF 46K 273
MONDELEZ INTL CLASS A 43K 634
ALTRIA GROUP INC Common Stock 69K 1K
PHILIP MORRIS INTL Common Stock 130K 1K
COSTCO WHOLESALE CO Common Stock 4K 5
VANGUARD SHORT TERM COR BD ETF 3K 35
VANGUARD SHORT TERM TREASURY ETF 40K 686
MICRON TECHNOLOGY Common Stock 8K 74
DIMENSIONAL U S EQUITY ETF 1K 23
DIMENSNL ULTRASHRT FIXED INCM ETF 37K 722
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 164
SCHWAB US DIVIDEND EQUITY ETF 25K 308
VANGUARD SHORT TERM COR BD ETF 8K 99
DIMENSIONAL U S CORE EQUITY 2 ETF 15K 439
DIMENSIONAL U S SMALL CAP ETF 33K 502
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 531
SCHWAB US DIVIDEND EQUITY ETF 32K 383
VANGUARD GROWTH ETF ETF 35K 96
DIMENSIONAL US HIGH PROFTBLTY ETF 41K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 19K 580
ISHARES GOLD ETF ETF 17K 362
SCHWAB US DIVIDEND EQUITY ETF 11K 130
DIMENSIONAL US HIGH PROFTBLTY ETF 55K 2K
VANGUARD GROWTH ETF ETF 83K 227
VANGUARD GROWTH ETF ETF 46K 126
CONSTELLATION ENERGY COR Common Stock 12K 65
DIMENSIONAL US MARKETWIDE VALUE ETF 50K 1K
EXELON CORP Common Stock 8K 208
VANGUARD SHORT TERM COR BD ETF 58K 737
DIMENSIONAL U S TARGETED VALUE ETF 19K 331
DIMENSIONAL US HIGH PROFTBLTY ETF 35K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 554 8
ISHARES 10-20 YEAR TSURY BOND ETF 15K 143
VANGUARD INTRMDIAT TRM TRSRY ETF 15K 258
VANGUARD GROWTH ETF ETF 75K 205
DIMENSIONAL U S EQUITY ETF 17K 278
VANGUARD DIVIDEND APPRECIATION ETF 7K 35
LOCKHEED MARTIN CORP Common Stock 18K 34
NORTHROP GRUMMAN CO Common Stock 17K 35
DIMENSNL ULTRASHRT FIXED INCM ETF 21K 410
VANGUARD SHORT TERM TREASURY ETF 6K 106
VANGUARD ULTRA SHORT BOND ETF 14K 278
SCHWAB US DIVIDEND EQUITY ETF 3K 40
SCHWAB INTERNATIONAL DIVIDND EQY ETF 3K 135
DIMENSIONAL SHRT DRT FXD INCM ETF 34K 718
DIMENSIONAL US HIGH PROFTBLTY ETF 44K 1K
SCHWAB US DIVIDEND EQUITY ETF 48K 584
VANGUARD SHORT TERM COR BD ETF 30K 380
VANGUARD SHORT TERM TREASURY ETF 6K 96
VANGUARD SHORT TERM COR BD ETF 3K 40
DIMENSIONAL INTERN CORE EQT MKT ETF 82K 3K
DIMENSIONAL U S TARGETED VALUE ETF 54K 952
DIMENSIONAL CORE FIXED INCOME ETF 48K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 43K 1K
DIMENSIONAL U S EQUITY ETF 297K 5K
DIMENSIONAL US MARKETWIDE VALUE ETF 86K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 34K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 47K 917
VANGUARD SHORT TERM TREASURY ETF 68K 1K
VANGUARD GROWTH ETF ETF 5K 13
DIMENSIONAL U S CORE EQUITY 2 ETF 91K 3K
DIMENSIONAL US SMALL CAP VALU ETF 59K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 66K 2K
VANGUARD GROWTH ETF ETF 46K 125
VANGUARD ULTRA SHORT BOND ETF 29K 582
DIMENSIONAL WORLD EQUITY ETF 14K 233
VANGUARD GROWTH ETF ETF 15K 40
DIMENSIONAL WORLD EQUITY ETF 42K 685
VANGUARD GROWTH ETF ETF 14K 37
DIMENSIONAL U S TARGETED VALUE ETF 48K 845
DIMENSIONAL WLD EX US CR EQ 2 ETF 70K 3K
DIMENSIONAL U S EQUITY ETF 187K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 73K 2K
SCHWAB US DIVIDEND EQUITY ETF 53K 648
VANGUARD SHORT TERM COR BD ETF 10K 130
VANGUARD GROWTH ETF ETF 70K 191
KROGER CO Common Stock 41K 753
VANGUARD ULTRA SHORT BOND ETF 18K 363
VANGUARD ULTRA SHORT BOND ETF 20K 407
DIMENSIONAL U S CORE EQUITY 2 ETF 40K 1K
DIMENSIONAL U S TARGETED VALUE ETF 38K 660
DIMENSIONAL WORLD EQUITY ETF 48K 783
ISHARES SHORT TERM NTNL MUN BND ETF 47 0
VANGUARD SHORT TERM COR BD ETF 37K 469
VANGUARD SHORT TERM TREASURY ETF 13K 219
VANGUARD VALUE ETF ETF 72K 428
VANGUARD GROWTH ETF ETF 84K 230
DIMENSIONAL U S EQUITY ETF 28K 474
DIMENSIONAL US HIGH PROFTBLTY ETF 26K 792
VANGUARD GROWTH ETF ETF 24K 66
VANGUARD ULTRA SHORT BOND ETF 7K 145
SCHWAB US DIVIDEND EQUITY ETF 10K 122
DIMENSIONAL U S TARGETED VALUE ETF 29K 513
DIMENSIONAL US HIGH PROFTBLTY ETF 81K 2K
SCHWAB US DIVIDEND EQUITY ETF 48K 584
3M CO Common Stock 13K 100
SOLVENTUM CORP Common Stock 1K 25
DIMENSIONAL WORLD EQUITY ETF 50K 814
DIMENSIONAL US CORE EQUITY MARKT ETF 29K 766
DIMENSIONAL WLD EX US CR EQ 2 ETF 19K 733
DIMENSIONAL US SMALL CAP VALU ETF 8K 237
VANGUARD GROWTH ETF ETF 6K 15
CF INDUSTRIES HLDG Common Stock 535 7
DIMENSIONAL U S TARGETED VALUE ETF 29K 515
DIMENSIONAL SHRT DRT FXD INCM ETF 29K 608
DIMENSIONAL US MARKETWIDE VALUE ETF 64K 2K
SCHWAB US DIVIDEND EQUITY ETF 22K 271
VANGUARD SHORT TERM COR BD ETF 17K 213
ISHARES GOLD ETF ETF 24K 513
VANGUARD ULTRA SHORT BOND ETF 9K 177
DIMENSIONAL U S CORE EQUITY 2 ETF 93K 3K
DIMENSIONAL U S TARGETED VALUE ETF 28K 483
DIMENSIONAL INTERNATIONAL VAL ETF 27K 727
DIMENSIONAL NATIONL MUNPL BND ETF 18K 376
DIMENSNL ULTRASHRT FIXED INCM ETF 44K 871
VANGUARD SHORT TERM TREASURY ETF 160 3
VANGUARD MUNI BND TAX EXEMPT ETF 18K 359
VANGUARD GROWTH ETF ETF 37K 100
DIMENSIONAL GLOBAL CREDIT ETF 41K 772
DIMENSIONAL US HIGH PROFTBLTY ETF 34K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 39K 773
VANGUARD ULTRA SHORT BOND ETF 504 10
VANGUARD S&P 500 ETF ETF 14K 27
VANGUARD ULTRA SHORT BOND ETF 13K 258
SCHWAB US DIVIDEND EQUITY ETF 11K 135
DIMENSIONAL US REAL ESTATE ETF 39K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 66K 2K
DIMENSIONAL NATIONL MUNPL BND ETF 50K 1K
DIMENSIONAL US SMALL CAP VALU ETF 73K 2K
DIMENSIONAL U S EQUITY ETF 384K 6K
DIMENSIONAL US MARKETWIDE VALUE ETF 161K 4K
DIMENSIONAL INTERN SMALL CAP VL ETF 67K 2K
VANGUARD MUNI BND TAX EXEMPT ETF 27K 534
DIMENSIONAL U S TARGETED VALUE ETF 109K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 75K 705
VANGUARD SHORT TERM TREASURY ETF 26K 448
VANGUARD GROWTH ETF ETF 136K 370
DIMENSIONAL WORLD EQUITY ETF 16K 262
VANGUARD SHORT TERM COR BD ETF 4K 54
DIMENSIONAL U S CORE EQUITY 2 ETF 146K 4K
DIMENSIONAL US REAL ESTATE ETF 48K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 115K 4K
DIMENSIONL US LARGE CAP VALUE ETF 32K 1K
DIMENSIONAL US SUS CORE 1 ETF 123K 3K
DIMENSIONAL US SMALL CAP VALU ETF 132K 4K
DIMENSIONAL US MARKETWIDE VALUE ETF 170K 4K
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 306
ISHARES GOLD ETF ETF 58K 1K
VANGUARD GROWTH ETF ETF 314K 855
ISHARES GOLD ETF ETF 10K 207
DIMENSIONAL US SMALL CAP VALU ETF 12K 372
DIMENSIONAL U S EQUITY ETF 12K 209
VANGUARD SHORT TERM TREASURY ETF 10K 165
VANGUARD TOTAL WORLD STOCK ETF 10K 83
VANGUARD GROWTH ETF ETF 16K 42
VANGUARD GROWTH ETF ETF 11K 30
DIMENSIONAL WORLD EQUITY ETF 3K 51
DIMENSIONAL U S TARGETED VALUE ETF 76K 1K
DIMENSIONAL WORLD EQUITY ETF 125K 2K
DIMENSIONAL SHRT DRT FXD INCM ETF 45K 954
DIMENSIONAL U S EQUITY ETF 99K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 51K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 123K 1K
ISHARES 20 PLS YEAR TREASURY BND ETF 45K 0
VANGUARD SMALL CAP GROWTH ETF 50K 191
VANGUARD INTRMDIAT TRM TRSRY ETF 56K 936
VANGUARD GROWTH ETF ETF 142K 265
VANGUARD GROWTH ETF ETF 37K 100
ISHARES 10-20 YEAR TSURY BOND ETF 7K 67
SCHWAB US DIVIDEND EQUITY ETF 34K 414
DIMENSIONAL U S CORE EQUITY 2 ETF 135K 4K
DIMENSIONAL U S TARGETED VALUE ETF 70K 1K
ISHARES IBOXX HIGH YIELD BOND ETF 28K 357
ISHARES GOLD ETF ETF 32K 700
VANGUARD SHORT TERM TREASURY ETF 30K 509
VANGUARD S&P 500 ETF ETF 94K 185
SCHWAB US DIVIDEND EQUITY ETF 11K 128
VANGUARD SHORT TERM COR BD ETF 8K 103
DIMENSIONAL US SUS CORE 1 ETF 1K 36
DIMENSIONAL US CORE EQUITY MARKT ETF 17K 446
DIMENSIONAL US HIGH PROFTBLTY ETF 59K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 27K 522
VANGUARD DIVIDEND APPRECIATION ETF 23K 120
VANGUARD GROWTH ETF ETF 49K 132
DIMENSIONAL U S SMALL CAP ETF 555K 8K
DIMENSIONAL WLD EX US CR EQ 2 ETF 347K 13K
DIMENSIONAL U S EQUITY ETF 918K 15K
DIMENSIONAL US MARKETWIDE VALUE ETF 537K 13K
DIMENSIONAL INTERN SMALL CAP VL ETF 136K 5K
ISHARES SHORT TERM NTNL MUN BND ETF 36K 343
ISHARES 10-20 YEAR TSURY BOND ETF 79K 748
VANGUARD INTRMDIAT TRM TRSRY ETF 102K 2K
VANGUARD INFORMATION TECHNOLOGY ETF 384K 677
VANGUARD GROWTH ETF ETF 691K 2K
VANGUARD ULTRA SHORT BOND ETF 12K 232
DIMENSNL ULTRASHRT FIXED INCM ETF 37K 737
DIMENSIONAL U S TARGETED VALUE ETF 12K 215
VANGUARD S&P 500 ETF ETF 13K 25
VANGUARD TOTAL WORLD STOCK ETF 9K 79
VANGUARD GROWTH ETF ETF 7K 20
DIMENSIONAL U S TARGETED VALUE ETF 22K 379
DIMENSIONAL WORLD EQUITY ETF 23K 379
VANGUARD S&P 500 ETF ETF 30K 59
DIMENSIONAL US SMALL CAP VALU ETF 26K 835
VANGUARD GROWTH ETF ETF 47K 128
DIMENSIONAL INTERNATIONAL VAL ETF 32K 862
DIMENSIONAL GLOBAL CREDIT ETF 26K 483
SCHWAB US DIVIDEND EQUITY ETF 36K 437
VANGUARD ULTRA SHORT BOND ETF 21K 417
DIMENSIONAL WORLD EQUITY ETF 7K 111
DIMENSIONAL U S CORE EQUITY 2 ETF 9K 283
VANGUARD GROWTH ETF ETF 63K 173
VANGUARD GROWTH ETF ETF 6K 16
VANGUARD SHORT TERM TREASURY ETF 4K 71
DIMENSIONAL US MARKETWIDE VALUE ETF 15K 370
VANGUARD GROWTH ETF ETF 25K 69
DIMENSIONAL NATIONL MUNPL BND ETF 10K 201
DIMENSIONAL SHRT DRT FXD INCM ETF 18K 390
DIMENSIONAL US SUS CORE 1 ETF 36K 991
FORD MOTOR CO Common Stock 4K 381
ISHARES MSCI GLO GOLD MINERS ETF 9K 282
SCHWAB INTERNATIONAL DIVIDND EQY ETF 30K 1K
VANGUARD SHORT TERM COR BD ETF 14K 176
VANGUARD GROWTH ETF ETF 21K 58
SCHWAB US DIVIDEND EQUITY ETF 12K 140
SCHWAB INTERNATIONAL DIVIDND EQY ETF 12K 460
SCHWAB US DIVIDEND EQUITY ETF 41K 497
DIMENSIONAL GLOBAL CREDIT ETF 26K 493
DIMENSIONAL WORLD EQUITY ETF 2K 28
VANGUARD ULTRA SHORT BOND ETF 7K 133
DIMENSIONAL GLOBAL CREDIT ETF 34K 633
DIMENSNL ULTRASHRT FIXED INCM ETF 41K 805
VANGUARD SHORT TERM COR BD ETF 7K 90
VANGUARD S&P 500 ETF ETF 68K 133
DIMENSIONAL U S CORE EQUITY 2 ETF 14K 409
VANGUARD GROWTH ETF ETF 63K 173
DIMENSNL ULTRASHRT FIXED INCM ETF 9K 186
SCHWAB US DIVIDEND EQUITY ETF 256 3
DARLING INGREDIENTS Common Stock 9K 218
DIMENSIONAL U S EQUITY ETF 17K 289
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 322
VANGUARD SHORT TERM TREASURY ETF 11K 180
VANGUARD GROWTH ETF ETF 37K 101
DIMENSNL ULTRASHRT FIXED INCM ETF 21K 409
VANGUARD S&P 500 ETF ETF 13K 25
VANGUARD ULTRA SHORT BOND ETF 20K 406
DIMENSIONAL U S CORE EQUITY 2 ETF 8K 226
VANGUARD DIVIDEND APPRECIATION ETF 3K 14
VANGUARD GROWTH ETF ETF 7K 18
DIMENSIONAL US SUS CORE 1 ETF 826 23
ISHARES CORE MSCI TOTL INTL STCK ETF 623 9
DIMENSIONAL U S TARGETED VALUE ETF 24K 415
DIMENSIONAL NATIONL MUNPL BND ETF 36K 752
ISHARES CORE MSCI TOTL INTL STCK ETF 657 9
ISHARES 10-20 YEAR TSURY BOND ETF 20K 193
VANGUARD INTRMDIAT TRM TRSRY ETF 20K 343
VANGUARD SHORT TERM TREASURY ETF 20K 339
VANGUARD DIVIDEND APPRECIATION ETF 52K 273
VANGUARD S&P 500 ETF ETF 77K 153
VANGUARD GROWTH ETF ETF 29K 80
VANGUARD ULTRA SHORT BOND ETF 11K 214
SCHWAB US DIVIDEND EQUITY ETF 26K 312
ISHARES 10-20 YEAR TSURY BOND ETF 25K 239
VANGUARD GROWTH ETF ETF 26K 72
VANGUARD ULTRA SHORT BOND ETF 5K 103
SCHWAB US DIVIDEND EQUITY ETF 3K 38
DIMENSNL ULTRASHRT FIXED INCM ETF 21K 409
VANGUARD SHORT TERM COR BD ETF 11K 141
VANGUARD ULTRA SHORT BOND ETF 20K 403
DIMENSIONAL U S EQUITY ETF 50K 832
SCHWAB US DIVIDEND EQUITY ETF 18K 219
VANGUARD SHORT TERM COR BD ETF 17K 212
VANGUARD SHORT TERM TREASURY ETF 13K 223
VANGUARD GROWTH ETF ETF 85K 231
DIMENSIONAL WORLD EQUITY ETF 120K 2K
DIMENSIONAL US SMALL CAP VALU ETF 62K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 24K 472
ISHARES CORE S&P 500 ETF 60K 108
VANGUARD GROWTH ETF ETF 61K 166
DIMENSIONAL U S EQUITY ETF 10K 175
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 200
ISHARES 10-20 YEAR TSURY BOND ETF 16K 151
DIMENSIONAL WORLD EQUITY ETF 7K 115
SCHWAB US DIVIDEND EQUITY ETF 38K 460
DIMENSIONAL U S TARGETED VALUE ETF 87K 2K
DIMENSIONAL US SUS CORE 1 ETF 111K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 94K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 158 3
VANGUARD INTRMDIAT TRM TRSRY ETF 36K 601
VANGUARD SHORT TERM TREASURY ETF 6K 101
VANGUARD S&P 500 ETF ETF 101K 200
VANGUARD GROWTH ETF ETF 268K 731
DIMENSIONAL US HIGH PROFTBLTY ETF 32K 977
EBAY INC Common Stock 4K 66
THE COCA-COLA CO Common Stock 8K 119
MCDONALDS CORP Common Stock 10K 36
PAYPAL HOLDINGS INCORPOR Common Stock 4K 60
VANGUARD SHORT TERM COR BD ETF 28K 359
VANGUARD GROWTH ETF ETF 28K 77
ISHARES CORE S&P 500 ETF 8K 14
VANGUARD SHORT TERM COR BD ETF 11K 137
VANGUARD SHORT TERM TREASURY ETF 26K 449
DIMENSIONAL US HIGH PROFTBLTY ETF 26K 789
DIMENSIONAL U S TARGETED VALUE ETF 12K 209
DIMENSIONAL WORLD EQUITY ETF 12K 193
DIMENSIONAL GLOBAL CREDIT ETF 15K 277
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 206
VANGUARD GROWTH ETF ETF 25K 67
VANGUARD SHORT TERM TREASURY ETF 5K 85
DIMENSIONAL U S CORE EQUITY 2 ETF 59K 2K
DIMENSIONAL INTERN CORE EQT MKT ETF 47K 2K
VANGUARD DIVIDEND APPRECIATION ETF 28K 148
VANGUARD SHORT TERM COR BD ETF 5K 66
DIMENSIONAL U S CORE EQUITY 2 ETF 10K 309
DIMENSIONAL U S EQUITY ETF 6K 102
DIMENSNL ULTRASHRT FIXED INCM ETF 2K 38
DIMENSIONAL US HIGH PROFTBLTY ETF 16K 497
SCHWAB US DIVIDEND EQUITY ETF 17K 211
DIMENSIONAL US SUS CORE 1 ETF 10K 279
SCHWAB US DIVIDEND EQUITY ETF 4K 50
DIMENSIONAL WORLD EQUITY ETF 8K 132
VANGUARD SHORT TERM COR BD ETF 14K 173
DIMENSIONAL U S CORE EQUITY 2 ETF 11K 317
DIMENSIONAL U S TARGETED VALUE ETF 26K 452
DIMENSIONAL US HIGH PROFTBLTY ETF 23K 714
SCHWAB US DIVIDEND EQUITY ETF 27K 327
VANGUARD SHORT TERM TREASURY ETF 28K 484
DIMENSIONAL U S CORE EQUITY 2 ETF 35K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 46K 1K
VANGUARD GROWTH ETF ETF 129K 351
DIMENSIONAL U S CORE EQUITY 2 ETF 14K 413
DIMENSIONAL US HIGH PROFTBLTY ETF 20K 619
DIMENSIONAL WORLD EQUITY ETF 1K 24
DIMENSIONAL US MARKETWIDE VALUE ETF 19K 451
ISHARES 20 PLS YEAR TREASURY BND ETF 7K 74
VANGUARD GROWTH ETF ETF 20K 54
DIMENSIONAL U S CORE EQUITY 2 ETF 26K 774
ISHARES 10-20 YEAR TSURY BOND ETF 11K 102
VANGUARD GROWTH ETF ETF 10K 26
DIMENSIONAL U S CORE EQUITY 2 ETF 62K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 23K 896
ISHARES 10-20 YEAR TSURY BOND ETF 7K 70
VANGUARD GROWTH ETF ETF 46K 127
DIMENSIONAL U S EQUITY ETF 62K 1K
SCHWAB US DIVIDEND EQUITY ETF 55K 661
VANGUARD SHORT TERM TREASURY ETF 31K 538
VANGUARD GROWTH ETF ETF 100K 273
DIMENSIONAL U S EQUITY ETF 30K 505
DIMENSIONAL U S CORE EQUITY 2 ETF 50K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 595 9
VANGUARD INTRMDIAT TRM TRSRY ETF 10K 172
VANGUARD INFORMATION TECHNOLOGY ETF 10K 17
VANGUARD GROWTH ETF ETF 49K 133
SCHWAB US DIVIDEND EQUITY ETF 1K 15
ADVANCED MICRO DEVICE IN Common Stock 27K 185
DIMENSIONAL WLD EX US CR EQ 2 ETF 187K 7K
DIMENSIONL US LARGE CAP VALUE ETF 124K 4K
DIMENSIONAL US SUS CORE 1 ETF 108K 3K
DIMENSIONAL US SMALL CAP VALU ETF 182K 6K
GE AEROSPACE Common Stock 66K 388
GE VERNOVA INC Common Stock 17K 96
VANGUARD INFORMATION TECHNOLOGY ETF 69K 121
VANGUARD MID CAP GROWTH ETF 104K 446
VANGUARD GROWTH ETF ETF 278K 757
APPLE INC Common Stock 65K 294
BERKSHIRE HATHAWAY CLASS B 37K 84
DIMENSIONAL U S TARGETED VALUE ETF 34K 596
VANGUARD SMALL CAP ETF ETF 4K 16
VANGUARD VALUE ETF ETF 10K 62
VANGUARD GROWTH ETF ETF 9K 25
DIMENSIONAL WORLD EQUITY ETF 4K 59
DIMENSIONAL WORLD EQUITY ETF 7K 122
VANGUARD GROWTH ETF ETF 27K 73
DIMENSIONAL U S EQUITY ETF 80K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 30K 287
VANGUARD INTRMDIAT TRM TRSRY ETF 20K 343
VANGUARD INFORMATION TECHNOLOGY ETF 24K 43
VANGUARD GROWTH ETF ETF 24K 66
DIMENSIONAL US HIGH PROFTBLTY ETF 8K 240
VANGUARD SHORT TERM COR BD ETF 2K 27
DIMENSIONAL CORE FIXED INCOME ETF 41K 960
DIMENSIONAL US MARKETWIDE VALUE ETF 37K 889
DIMENSNL ULTRASHRT FIXED INCM ETF 41K 809
ISHARES 10-20 YEAR TSURY BOND ETF 20K 188
DIMENSIONAL US MARKETWIDE VALUE ETF 8K 191
SCHWAB US DIVIDEND EQUITY ETF 19K 226
DIMENSIONAL WORLD EQUITY ETF 60K 979
DIMENSIONAL US SUS CORE 1 ETF 96K 3K
DIMENSIONAL US SMALL CAP VALU ETF 64K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 30K 595
VANGUARD GROWTH ETF ETF 62K 169
VANGUARD ULTRA SHORT BOND ETF 29K 591
DIMENSIONAL US SUS CORE 1 ETF 17K 487
VANGUARD SHORT TERM COR BD ETF 9K 113
DIMENSNL ULTRASHRT FIXED INCM ETF 27K 531
VANGUARD ULTRA SHORT BOND ETF 5K 101
DIMENSIONAL U S TARGETED VALUE ETF 23K 396
VANGUARD GROWTH ETF ETF 17K 47
DIMENSIONAL INTERN CORE EQT MKT ETF 39K 1K
DIMENSIONAL U S TARGETED VALUE ETF 64K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 4K 109
DIMENSIONAL US SUS CORE 1 ETF 60K 2K
ISHARES CORE S&P 500 ETF 140K 254
VANGUARD DIVIDEND APPRECIATION ETF 62K 329
VANGUARD TOTAL WORLD STOCK ETF 51K 445
VANGUARD GROWTH ETF ETF 67K 182
DIMENSIONAL U S CORE EQUITY 2 ETF 41K 1K
VANGUARD SHORT TERM TREASURY ETF 20K 338
VANGUARD DIVIDEND APPRECIATION ETF 52K 276
VANGUARD GROWTH ETF ETF 133K 363
DIMENSIONAL U S CORE EQUITY 2 ETF 10K 312
DIMENSIONAL SHRT DRT FXD INCM ETF 4K 83
VANGUARD GROWTH ETF ETF 4K 11
VANGUARD GROWTH ETF ETF 10K 27
DIMENSIONAL US HIGH PROFTBLTY ETF 100K 3K
VANGUARD DIVIDEND APPRECIATION ETF 51K 267
VANGUARD ULTRA SHORT BOND ETF 42K 843
DIMENSIONAL U S EQUITY ETF 43K 714
VANGUARD SHORT TERM TREASURY ETF 17K 283
VANGUARD DIVIDEND APPRECIATION ETF 41K 214
DIMENSIONAL U S CORE EQUITY 2 ETF 73K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 17K 341
SPDR GOLD SHARES ETF ETF 36K 160
VANGUARD MUNI BND TAX EXEMPT ETF 35K 697
VANGUARD VALUE ETF ETF 34K 200
VANGUARD GROWTH ETF ETF 82K 223
COCA COLA CONSOLIDATED I Common Stock 46K 40
VANGUARD ULTRA SHORT BOND ETF 5K 95
DIMENSIONAL WORLD EQUITY ETF 4K 57
SCHWAB INTERNATIONAL DIVIDND EQY ETF 26 1
DIMENSIONAL US HIGH PROFTBLTY ETF 32K 986
VANGUARD GROWTH ETF ETF 33K 91
DIMENSIONAL WORLD EQUITY ETF 10K 165
VANGUARD GROWTH ETF ETF 10K 28
DIMENSIONAL U S CORE EQUITY 2 ETF 18K 539
DIMENSIONAL US LRGE CP VCTR ETF 11K 168
DIMENSIONAL US HIGH PROFTBLTY ETF 29K 896
VANGUARD GROWTH ETF ETF 7K 19
DIMENSIONAL WLD EX US CR EQ 2 ETF 51K 2K
DIMENSIONAL US SUS CORE 1 ETF 146K 4K
DIMENSIONAL US SMALL CAP VALU ETF 47K 1K
DIMENSIONAL U S EQUITY ETF 41K 683
DIMENSIONAL US MARKETWIDE VALUE ETF 85K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 1K 15
VANGUARD INTRMDIAT TRM TRSRY ETF 36K 602
VANGUARD GROWTH ETF ETF 144K 391
DIMENSIONAL U S CORE EQUITY 2 ETF 25K 753
DIMENSIONAL WORLD EQUITY ETF 33K 534
DIMENSIONAL U S TARGETED VALUE ETF 25K 441
DIMENSIONAL WORLD EQUITY ETF 32K 516
ISHARES 10-20 YEAR TSURY BOND ETF 32K 300
VANGUARD GROWTH ETF ETF 65K 177
DIMENSIONAL WORLD EQUITY ETF 18K 294
DIMENSIONAL US HIGH PROFTBLTY ETF 25K 778
DIMENSIONAL U S TARGETED VALUE ETF 5K 96
DIMENSIONL US LARGE CAP VALUE ETF 5K 176
DIMENSIONAL US HIGH PROFTBLTY ETF 11K 323
ISHARES 10-20 YEAR TSURY BOND ETF 3K 28
VANGUARD SMALL CAP ETF ETF 5K 20
DIMENSIONAL U S CORE EQUITY 2 ETF 12K 363
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 307
VANGUARD GROWTH ETF ETF 25K 67
VANGUARD ULTRA SHORT BOND ETF 16K 313
DIMENSIONAL U S EQUITY ETF 2K 35
DIMENSIONAL U S EQUITY ETF 7K 120
NVIDIA CORP Common Stock 14K 120
SUPER MICRO COMPUTER Common Stock 1K 2
TESLA INC Common Stock 5K 20
DIMENSIONAL US SMALL CAP VALU ETF 34K 1K
CONSTELLATION ENERGY COR Common Stock 16K 84
DIMENSIONAL U S CORE EQUITY 2 ETF 121K 4K
DIMENSIONAL U S SMALL CAP ETF 59K 909
DIMENSIONAL WORLD EQUITY ETF 72K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 52K 2K
VANGUARD SHORT TERM TREASURY ETF 997 17
VANGUARD VALUE ETF ETF 72K 429
VANGUARD GROWTH ETF ETF 127K 347
DIMENSIONAL U S EQUITY ETF 98K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 62K 2K
BANK MONTREAL QUE F Common Stock 34K 400
SCHWAB US DIVIDEND EQUITY ETF 14K 164
VANGUARD VALUE ETF ETF 35K 211
VANGUARD GROWTH ETF ETF 67K 183
DIMENSIONAL US MARKETWIDE VALUE ETF 55K 1K
SCHWAB US DIVIDEND EQUITY ETF 49K 588
DIMENSIONAL U S TARGETED VALUE ETF 22K 384
DIMENSNL ULTRASHRT FIXED INCM ETF 22K 436
VANGUARD GROWTH ETF ETF 20K 55
VANGUARD ULTRA SHORT BOND ETF 12K 248
DIMENSIONAL U S TARGETED VALUE ETF 29K 500
DIMENSIONAL CORE FIXED INCOME ETF 14K 329
VANGUARD GROWTH ETF ETF 29K 80
VANGUARD SHORT TERM COR BD ETF 833 11
DIMENSIONAL U S EQUITY ETF 48K 805
ISHARES 10-20 YEAR TSURY BOND ETF 21K 195
VANGUARD INTRMDIAT TRM TRSRY ETF 26K 429
VANGUARD GROWTH ETF ETF 43K 116
SCHWAB US DIVIDEND EQUITY ETF 18K 213
VANGUARD SHORT TERM COR BD ETF 5K 70
DIMENSIONAL US SMALL CAP VALU ETF 12K 387
VANGUARD MID CAP GROWTH ETF 12K 51
SCHWAB US DIVIDEND EQUITY ETF 27K 328
DIMENSIONAL U S EQUITY ETF 43K 720
DIMENSIONAL US MARKETWIDE VALUE ETF 44K 1K
VANGUARD SHORT TERM COR BD ETF 6K 80
SCHWAB US DIVIDEND EQUITY ETF 35K 423
VANGUARD SHORT TERM COR BD ETF 79K 1K
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 123
ISHARES 10-20 YEAR TSURY BOND ETF 15K 143
VANGUARD GROWTH ETF ETF 158K 430
DIMENSIONAL U S CORE EQUITY 2 ETF 81K 2K
DIMENSIONAL U S TARGETED VALUE ETF 78K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 46K 2K
DIMENSIONAL U S EQUITY ETF 69K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 68K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 53K 499
VANGUARD GROWTH ETF ETF 49K 134
DIMENSIONAL U S CORE EQUITY 2 ETF 637K 19K
DIMENSIONAL U S SMALL CAP ETF 139K 2K
DIMENSIONAL U S TARGETED VALUE ETF 108K 2K
DIMENSIONAL WORLD EQUITY ETF 118K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 32K 636
VANGUARD GROWTH ETF ETF 99K 268
VANGUARD ULTRA SHORT BOND ETF 13K 258
ISHARES 10-20 YEAR TSURY BOND ETF 20K 191
ISHARES 20 PLS YEAR TREASURY BND ETF 20K 210
DIMENSIONAL U S SMALL CAP ETF 15K 227
DIMENSIONAL US CORE EQUITY MARKT ETF 70K 2K
SCHWAB US DIVIDEND EQUITY ETF 49K 589
DIMENSIONAL U S TARGETED VALUE ETF 70K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 75K 3K
DIMENSIONAL US SUS CORE 1 ETF 61K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 67K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 146K 4K
ISHARES 10-20 YEAR TSURY BOND ETF 52K 491
ISHARES 20 PLS YEAR TREASURY BND ETF 62K 658
VANGUARD S&P 500 ETF ETF 151K 298
VANGUARD GROWTH ETF ETF 66K 179
DIMENSIONAL U S EQUITY ETF 15K 252
VANGUARD ULTRA SHORT BOND ETF 32K 640
DIMENSIONAL US HIGH PROFTBLTY ETF 20K 604
SCHWAB US DIVIDEND EQUITY ETF 15K 176
DIMENSIONAL WORLD EQUITY ETF 28K 456
ISHARES MSCI GLO GOLD MINERS ETF 13K 416
VANGUARD SHORT TERM COR BD ETF 3K 34
DIMENSIONAL U S TARGETED VALUE ETF 48K 833
DIMENSIONAL US SMALL CAP VALU ETF 82K 3K
DIMENSIONAL U S EQUITY ETF 110K 2K
VANGUARD S&P 500 ETF ETF 152K 301
VANGUARD GROWTH ETF ETF 64K 173
DIMENSIONAL U S CORE EQUITY 2 ETF 8K 248
ISHARES 10-20 YEAR TSURY BOND ETF 1K 10
VANGUARD INFORMATION TECHNOLOGY ETF 5K 9
VANGUARD GROWTH ETF ETF 4K 10
DIMENSIONAL US HIGH PROFTBLTY ETF 22K 688
SCHWAB US DIVIDEND EQUITY ETF 14K 171
DIMENSIONAL WORLD EQUITY ETF 22K 355
DIMENSIONAL US HIGH PROFTBLTY ETF 29K 905
DIMENSIONAL U S TARGETED VALUE ETF 28K 496
DIMENSIONAL U S EQUITY ETF 51K 847
ISHARES CORE MSCI TOTL INTL STCK ETF 566 8
ISHARES 10-20 YEAR TSURY BOND ETF 24K 226
VANGUARD INTRMDIAT TRM TRSRY ETF 15K 258
VANGUARD INFORMATION TECHNOLOGY ETF 39K 68
VANGUARD GROWTH ETF ETF 49K 132
DIMENSIONAL U S EQUITY ETF 33K 557
VANGUARD GROWTH ETF ETF 44K 119
VANGUARD SHORT TERM COR BD ETF 22K 275
VANGUARD SHORT TERM TREASURY ETF 5K 90
ISHARES GOLD ETF ETF 16K 339
SCHWAB US DIVIDEND EQUITY ETF 19K 236
DIMENSIONAL U S CORE EQUITY 2 ETF 44K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 22K 524
DIMENSIONAL U S CORE EQUITY 2 ETF 10K 291
DIMENSIONAL U S CORE EQUITY 2 ETF 56K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 35K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 35K 933
DIMENSIONAL US HIGH PROFTBLTY ETF 28K 870
SCHWAB US DIVIDEND EQUITY ETF 62K 746
VANGUARD SMALL CAP ETF ETF 72K 310
VANGUARD S&P 500 ETF ETF 104K 206
VANGUARD VALUE ETF ETF 89K 527
VANGUARD GROWTH ETF ETF 63K 171
VANGUARD GROWTH ETF ETF 11K 31
DIMENSIONAL U S EQUITY ETF 7K 111
DIMENSIONAL INTERNATIONAL VAL ETF 7K 196
DIMENSIONAL US MARKETWIDE VALUE ETF 11K 277
DIMENSIONAL US HIGH PROFTBLTY ETF 13K 411
VANGUARD GROWTH ETF ETF 8K 22
DIMENSIONAL U S CORE EQUITY 2 ETF 14K 420
DIMENSIONAL US CORE EQUITY MARKT ETF 10K 273
DIMENSIONL US LARGE CAP VALUE ETF 1K 46
VANGUARD SHORT TERM TREASURY ETF 12K 208
DIMENSIONAL US CORE EQUITY MARKT ETF 14K 362
DIMENSIONAL WORLD EQUITY ETF 5K 79
DIMENSIONAL WLD EX US CR EQ 2 ETF 6K 238
DIMENSIONAL US SUS CORE 1 ETF 27K 745
DIMENSIONAL US CORE EQUITY MARKT ETF 6K 158
SCHWAB US DIVIDEND EQUITY ETF 25K 309
VANGUARD SHORT TERM COR BD ETF 6K 72
DIMENSIONAL U S CORE EQUITY 2 ETF 9K 270
DIMENSIONAL U S TARGETED VALUE ETF 15K 261
VANGUARD S&P 500 ETF ETF 81K 160
VANGUARD GROWTH ETF ETF 149 0
DIMENSIONAL U S EQUITY ETF 7K 115
DIMENSIONAL GLOBAL CREDIT ETF 39K 730
VANGUARD ULTRA SHORT BOND ETF 36K 731
AMERICAN HEALTHCARE REIT INC CLASS T 13K 814
DIMENSIONAL WORLD EQUITY ETF 676 11
DIMENSIONAL U S CORE EQUITY 2 ETF 76K 2K
DIMENSIONAL U S TARGETED VALUE ETF 42K 739
DIMENSIONAL WLD EX US CR EQ 2 ETF 52K 2K
DIMENSIONAL U S EQUITY ETF 82K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 15K 139
VANGUARD GROWTH ETF ETF 56K 153
DIMENSIONAL U S CORE EQUITY 2 ETF 113K 3K
DIMENSIONAL U S TARGETED VALUE ETF 79K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 76K 3K
DIMENSIONL US LARGE CAP VALUE ETF 27K 893
DIMENSIONAL GLOBAL CREDIT ETF 15K 287
VANGUARD SHORT TERM TREASURY ETF 16K 269
VANGUARD MUNI BND TAX EXEMPT ETF 25K 496
VANGUARD GROWTH ETF ETF 82K 222
VANGUARD ULTRA SHORT BOND ETF 7K 131
DIMENSIONAL U S TARGETED VALUE ETF 3K 59
DIMENSIONAL SHRT DRT FXD INCM ETF 10K 210
SCHWAB US DIVIDEND EQUITY ETF 18K 219
VANGUARD GROWTH ETF ETF 3K 9
DIMENSIONAL WORLD EQUITY ETF 37K 604
DIMENSIONAL US CORE EQUITY MARKT ETF 2K 40
DIMENSIONAL U S CORE EQUITY 2 ETF 24K 726
DIMENSIONAL GLOBAL CREDIT ETF 40K 752
DIMENSNL ULTRASHRT FIXED INCM ETF 39K 777
DIMENSIONAL US HIGH PROFTBLTY ETF 7K 226
DIMENSNL ULTRASHRT FIXED INCM ETF 20K 397
DIMENSIONAL US HIGH PROFTBLTY ETF 20K 626
ISHARES MSCI USA MOMNTUM FCT ETF 5K 26
DIMENSIONAL U S TARGETED VALUE ETF 67K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 67K 3K
DIMENSIONAL US SUS CORE 1 ETF 147K 4K
DIMENSIONAL U S EQUITY ETF 135K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 66K 627
VANGUARD SMALL CAP ETF ETF 75K 319
VANGUARD GROWTH ETF ETF 194K 528
VANGUARD ULTRA SHORT BOND ETF 15K 308
DIMENSIONAL US SMALL CAP VALU ETF 33K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 39K 365
VANGUARD INTRMDIAT TRM TRSRY ETF 12K 203
VANGUARD S&P 500 ETF ETF 50K 99
VANGUARD GROWTH ETF ETF 98K 266
DIMENSIONAL U S CORE EQUITY 2 ETF 17K 508
DIMENSIONAL U S TARGETED VALUE ETF 91K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 94K 4K
DIMENSIONAL U S EQUITY ETF 71K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 68K 2K
ISHARES CORE S&P 500 ETF 111K 200
DIMENSIONAL U S CORE EQUITY 2 ETF 13K 399
ISHARES 10-20 YEAR TSURY BOND ETF 5K 43
VANGUARD SMALL CAP ETF ETF 5K 20
VANGUARD GROWTH ETF ETF 10K 28
DIMENSIONAL U S TARGETED VALUE ETF 8K 137
DIMENSIONAL U S EQUITY ETF 18K 306
SCHWAB US DIVIDEND EQUITY ETF 5K 58
VANGUARD MID CAP GROWTH ETF 36 0
DIMENSIONAL WORLD EQUITY ETF 2K 33
DIMENSIONAL U S EQUITY ETF 4K 65
VANGUARD ULTRA SHORT BOND ETF 974 20
DIMENSIONAL U S EQUITY ETF 40K 673
DIMENSIONAL US REAL ESTATE ETF 64K 3K
DIMENSIONAL US LRGE CP VCTR ETF 63K 991
ISHARES 20 PLS YEAR TREASURY BND ETF 39K 416
VANGUARD GROWTH ETF ETF 274K 746
DIMENSIONAL U S EQUITY ETF 22K 366
DIMENSIONAL WORLD EQUITY ETF 13K 209
VANGUARD GROWTH ETF ETF 13K 35
DIMENSIONAL U S CORE EQUITY 2 ETF 108K 3K
DIMENSIONAL U S TARGETED VALUE ETF 129K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 57K 2K
DIMENSIONAL US SMALL CAP VALU ETF 63K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 122K 4K
ISHARES 20 PLS YEAR TREASURY BND ETF 43K 459
VANGUARD GROWTH ETF ETF 177K 481
EXXON MOBIL CORP Common Stock 36K 306
DIMENSNL ULTRASHRT FIXED INCM ETF 3K 63
DIMENSIONAL INTERNATIONAL VAL ETF 30K 812
DIMENSIONAL US HIGH PROFTBLTY ETF 58K 2K
SCHWAB US DIVIDEND EQUITY ETF 46K 556
DIMENSIONAL U S CORE EQUITY 2 ETF 300 9
DIMENSIONAL WORLD EQUITY ETF 13K 214
VANGUARD GROWTH ETF ETF 735 2
DIMENSIONAL US HIGH PROFTBLTY ETF 23K 719
VANGUARD GROWTH ETF ETF 23K 63
DIMENSIONAL WORLD EQUITY ETF 8K 136
ISHARES 10-20 YEAR TSURY BOND ETF 6K 58
DIMENSIONAL U S EQUITY ETF 120 2
VANGUARD LARGE CAP ETF ETF 757 3
VANGUARD SHORT TERM COR BD ETF 4K 55
SCHWAB US DIVIDEND EQUITY ETF 26K 311
VANGUARD GROWTH ETF ETF 32K 88
APPLE INC Common Stock 92K 416
DIMENSIONAL U S CORE EQUITY 2 ETF 51K 2K
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL US SUS CORE 1 ETF 82K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 68K 641
VANGUARD INTRMDIAT TRM TRSRY ETF 18K 300
VANGUARD INFORMATION TECHNOLOGY ETF 48K 84
VANGUARD GROWTH ETF ETF 4K 12
VANGUARD S&P 500 ETF ETF 25K 49
VANGUARD ULTRA SHORT BOND ETF 21K 422
DIMENSIONAL U S CORE EQUITY 2 ETF 21K 645
DIMENSIONAL U S TARGETED VALUE ETF 22K 382
VANGUARD GROWTH ETF ETF 13K 34
VANGUARD INTRMDIAT TRM TRSRY ETF 10K 172
VANGUARD SHORT TERM TREASURY ETF 10K 174
VANGUARD S&P 500 ETF ETF 7K 13
DIMENSIONAL U S TARGETED VALUE ETF 28K 491
DIMENSIONAL WLD EX US CR EQ 2 ETF 995 38
DIMENSIONAL INTERNATIONAL VAL ETF 19K 515
DIMENSIONAL U S EQUITY ETF 20K 339
DIMENSIONAL US CORE EQUITY MARKT ETF 392 10
DIMENSIONAL U S EQUITY ETF 89K 1K
ISHARES GOLD ETF ETF 30K 638
ISHARES 10-20 YEAR TSURY BOND ETF 25K 239
VANGUARD GROWTH ETF ETF 49K 133
DIMENSIONAL U S TARGETED VALUE ETF 8K 138
DIMENSIONAL U S EQUITY ETF 3K 42
DIMENSIONAL US LRGE CP VCTR ETF 7K 116
VANGUARD GROWTH ETF ETF 7K 19
SCHWAB US DIVIDEND EQUITY ETF 46K 563
SCHWAB INTERNATIONAL DIVIDND EQY ETF 34K 1K
VANGUARD SHORT TERM COR BD ETF 21K 268
VANGUARD S&P 500 ETF ETF 66K 131
DIMENSIONAL US HIGH PROFTBLTY ETF 46K 1K
SCHWAB US DIVIDEND EQUITY ETF 36K 441
VANGUARD ULTRA SHORT BOND ETF 21K 413
DIMENSIONAL US SMALL CAP VALU ETF 29K 911
DIMENSIONAL US HIGH PROFTBLTY ETF 30K 914
VANGUARD GROWTH ETF ETF 25K 69
DIMENSIONAL U S TARGETED VALUE ETF 10K 178
DIMENSIONAL WORLD EQUITY ETF 18K 289
DIMENSIONAL US MARKETWIDE VALUE ETF 24K 587
VANGUARD MUNI BND TAX EXEMPT ETF 5K 100
VANGUARD GROWTH ETF ETF 12K 33
DIMENSIONAL INTERNATIONAL VAL ETF 35K 930
DIMENSIONAL U S EQUITY ETF 60K 1K
SCHWAB US DIVIDEND EQUITY ETF 41K 498
VANGUARD GROWTH ETF ETF 78K 211
DIMENSIONAL INTERN CORE EQT MKT ETF 54K 2K
DIMENSIONAL GLOBAL CREDIT ETF 6K 117
VANGUARD GROWTH ETF ETF 141 0
DIMENSIONAL INTERNATIONAL VAL ETF 29K 786
VANGUARD SHORT TERM TREASURY ETF 18K 303
VANGUARD S&P 500 ETF ETF 44K 88
VANGUARD TOTAL WORLD STOCK ETF 42K 367
VANGUARD VALUE ETF ETF 43K 254
VANGUARD ULTRA SHORT BOND ETF 49K 991
PRINCIPAL FINL Common Stock 15K 189
VANGUARD SHORT TERM COR BD ETF 24K 304
VANGUARD TOTAL STOCK MARKET ETF 28K 101
VANGUARD GROWTH ETF ETF 25K 68
EXXON MOBIL CORP Common Stock 105K 889
CHEVRON CORP Common Stock 66K 413
DIMENSIONAL INTERN CORE EQT MKT ETF 108K 4K
DIMENSIONAL US REAL ESTATE ETF 104K 4K
DIMENSIONAL U S TARGETED VALUE ETF 157K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 173K 5K
DIMENSIONAL NATIONL MUNPL BND ETF 5K 114
DIMENSIONAL U S EQUITY ETF 317K 5K
VANGUARD INFORMATION TECHNOLOGY ETF 75K 132
VANGUARD VALUE ETF ETF 222K 1K
VANGUARD GROWTH ETF ETF 301K 821
DIMENSIONAL U S CORE EQUITY 2 ETF 17K 522
SCHWAB US DIVIDEND EQUITY ETF 34K 416
ISHARES 10-20 YEAR TSURY BOND ETF 21K 195
VANGUARD SHORT TERM TREASURY ETF 2K 28
VANGUARD GROWTH ETF ETF 10K 26
DIMENSIONAL WORLD EQUITY ETF 22K 357
SCHWAB US DIVIDEND EQUITY ETF 17 0
DIMENSIONAL U S TARGETED VALUE ETF 15K 258
DIMENSNL ULTRASHRT FIXED INCM ETF 20K 402
VANGUARD GROWTH ETF ETF 19K 51
DIMENSIONAL INTERN CORE EQT MKT ETF 49K 2K
DIMENSIONAL US REAL ESTATE ETF 49K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 56K 2K
DIMENSIONAL US SMALL CAP VALU ETF 67K 2K
DIMENSIONAL U S EQUITY ETF 168K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 126K 3K
DIMENSIONAL INTERN SMALL CAP VL ETF 57K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 51K 481
VANGUARD INFORMATION TECHNOLOGY ETF 90K 158
VANGUARD GROWTH ETF ETF 140K 382
DIMENSIONAL U S CORE EQUITY 2 ETF 90K 3K
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 109
DIMENSIONAL US SMALL CAP VALU ETF 3K 101
DIMENSIONAL US SUS CORE 1 ETF 7K 209
DIMENSIONAL U S TARGETED VALUE ETF 2K 37
VANGUARD GROWTH ETF ETF 3K 7
SCHWAB US DIVIDEND EQUITY ETF 18K 217
DIMENSIONAL U S EQUITY ETF 53K 891
VANGUARD DIVIDEND APPRECIATION ETF 15K 79
DIMENSIONAL U S CORE EQUITY 2 ETF 115K 3K
DIMENSIONAL US REAL ESTATE ETF 47K 2K
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL WORLD EQUITY ETF 118K 2K
DIMENSIONAL GLOBAL CREDIT ETF 42K 785
DIMENSIONAL US HIGH PROFTBLTY ETF 14K 432
ISHARES GOLD ETF ETF 37K 803
SCHWAB US DIVIDEND EQUITY ETF 38K 455
VANGUARD GROWTH ETF ETF 123K 334
SCHWAB US DIVIDEND EQUITY ETF 46K 551
DIMENSIONAL U S CORE EQUITY 2 ETF 33K 981
DIMENSIONAL US HIGH PROFTBLTY ETF 76K 2K
SCHWAB US DIVIDEND EQUITY ETF 32K 386
DIMENSIONAL U S CORE EQUITY 2 ETF 45K 1K
DIMENSIONAL WORLD EQUITY ETF 68K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 13K 126
VANGUARD GROWTH ETF ETF 47K 129
VANGUARD ULTRA SHORT BOND ETF 26K 513
VANGUARD DIVIDEND APPRECIATION ETF 9K 45
SCHWAB US DIVIDEND EQUITY ETF 45K 547
VANGUARD SHORT TERM COR BD ETF 26K 331
APPLE INC Common Stock 147K 661
AMAZON.COM INC Common Stock 80K 430
CHIPOTLE MEXICAN GRL Common Stock 108K 2K
ALPHABET INC. CLASS A 82K 479
LUCID GROUP INC Common Stock 19K 5K
MICROSOFT CORP Common Stock 52K 125
NVIDIA CORP Common Stock 321K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 11K 271
DIMENSIONAL U S TARGETED VALUE ETF 5K 79
ISHARES 10-20 YEAR TSURY BOND ETF 22K 203
VANGUARD GROWTH ETF ETF 13K 35
DIMENSIONAL U S CORE EQUITY 2 ETF 41K 1K
DIMENSIONAL U S TARGETED VALUE ETF 14K 251
ISHARES CORE S&P 500 ETF 14K 26
DIMENSIONAL INTERN CORE EQT MKT ETF 64K 2K
DIMENSIONAL US SMALL CAP VALU ETF 94K 3K
DIMENSIONAL U S EQUITY ETF 115K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 132K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 46K 437
ISHARES 20 PLS YEAR TREASURY BND ETF 46K 488
VANGUARD GROWTH ETF ETF 207K 564
DIMENSIONAL U S TARGETED VALUE ETF 114 0
DIMENSIONAL U S EQUITY ETF 180 0
DIMENSIONAL U S TARGETED VALUE ETF 6K 96
DIMENSIONAL WORLD EQUITY ETF 24K 386
VANGUARD GROWTH ETF ETF 6K 15
DIMENSIONAL WORLD EQUITY ETF 2K 35
AURORA CANNABIS INC F Common Stock 6 1
BANK OF AMERICA CORP Common Stock 4K 100
BP PLC F SPONSORED ADR 6K 160
WALT DISNEY CO Common Stock 9K 100
JOHNSON & JOHNSON Common Stock 16K 100
VERIZON COMMUNICATN Common Stock 4K 100
DIMENSIONAL U S CORE EQUITY 2 ETF 6K 185
VANGUARD GROWTH ETF ETF 7K 18
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
FERGUSON PLC NEW F Common Stock 28K 127
APPLE INC Common Stock 108K 488
AMAZON.COM INC Common Stock 75K 400
BERKSHIRE HATHAWAY CLASS B 16K 36
BEAZER HOMES USA INC Common Stock 21K 610
DIMENSIONAL U S TARGETED VALUE ETF 22K 378
DIMENSIONAL SHRT DRT FXD INCM ETF 46K 978
DIMENSIONAL US SMALL CAP VALU ETF 31K 967
DIMENSIONAL INTERN SMALL CAP VL ETF 17K 609
ISHARES IBOXX HIGH YIELD BOND ETF 47K 597
INTEL CORP Common Stock 6K 180
SOUTHWEST AIRLINES Common Stock 3K 108
MICROSOFT CORP Common Stock 76K 182
NETFLIX INC Common Stock 47K 75
NIKE INC CLASS B 15K 203
PFIZER INC Common Stock 7K 215
VANGUARD MUNI BND TAX EXEMPT ETF 53K 1K
VANGUARD GROWTH ETF ETF 45K 123
VANGUARD ULTRA SHORT BOND ETF 27K 537
DIMENSIONAL US CORE EQUITY MARKT ETF 5K 132
DIMENSIONAL US MARKETWIDE VALUE ETF 92K 2K
SCHWAB US DIVIDEND EQUITY ETF 35K 426
DIMENSIONAL U S CORE EQUITY 2 ETF 23K 679
ISHARES 10-20 YEAR TSURY BOND ETF 40K 382
VANGUARD INFORMATION TECHNOLOGY ETF 48K 84
DIMENSIONAL INTERNATIONAL VAL ETF 49K 1K
DIMENSIONAL U S EQUITY ETF 58K 971
ISHARES CORE MSCI TOTL INTL STCK ETF 567 8
ISHARES 20 PLS YEAR TREASURY BND ETF 24K 254
VANGUARD SHORT TERM COR BD ETF 35K 446
VANGUARD INFORMATION TECHNOLOGY ETF 48K 85
VANGUARD GROWTH ETF ETF 58K 159
DIMENSIONAL U S TARGETED VALUE ETF 3K 46
DIMENSIONAL US LRGE CP VCTR ETF 3K 41
ISHARES 20 PLS YEAR TREASURY BND ETF 954 10
VANGUARD INFORMATION TECHNOLOGY ETF 7K 13
VANGUARD GROWTH ETF ETF 7K 20
VANGUARD SHORT TERM TREASURY ETF 18K 0
DIMENSIONAL U S EQUITY ETF 11K 189
DIMENSIONAL US MARKETWIDE VALUE ETF 37K 892
VANGUARD SHORT TERM COR BD ETF 32K 411
VANGUARD VALUE ETF ETF 34K 200
VANGUARD GROWTH ETF ETF 40K 108
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL NATIONL MUNPL BND ETF 51K 1K
DIMENSIONAL U S EQUITY ETF 60K 996
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
SCHWAB US DIVIDEND EQUITY ETF 36K 437
VANGUARD MUNI BND TAX EXEMPT ETF 69K 1K
VANGUARD GROWTH ETF ETF 38K 103
DIMENSIONAL US HIGH PROFTBLTY ETF 11K 348
VANGUARD SMALL CAP ETF ETF 11K 45
VANGUARD DIVIDEND APPRECIATION ETF 10K 50
VANGUARD GROWTH ETF ETF 31K 84
ISHARES GOLD ETF ETF 53K 1K
VANGUARD SHORT TERM COR BD ETF 45K 578
VANGUARD GROWTH ETF ETF 135K 369
DIMENSIONAL U S TARGETED VALUE ETF 755 13
DIMENSIONAL U S CORE EQUITY 2 ETF 103K 3K
DIMENSIONAL U S TARGETED VALUE ETF 166K 3K
DIMENSIONAL US SUS CORE 1 ETF 707K 20K
DIMENSIONAL US SMALL CAP VALU ETF 173K 5K
DIMENSIONAL US LRGE CP VCTR ETF 153K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 154K 5K
ISHARES GOLD ETF ETF 137K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 144K 1K
ISHARES 20 PLS YEAR TREASURY BND ETF 50K 532
VANGUARD INFORMATION TECHNOLOGY ETF 193K 340
VANGUARD GROWTH ETF ETF 599K 2K
SCHWAB US DIVIDEND EQUITY ETF 31K 374
VANGUARD S&P 500 ETF ETF 55K 109
CATERPILLAR INC Common Stock 108K 313
CONSTELLATION ENERGY COR Common Stock 73K 385
DOMINION ENERGY INC Common Stock 32K 602
DIMENSIONAL U S CORE EQUITY 2 ETF 73K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 73K 2K
DIGITAL REALTY TRUST REIT 48K 318
EXELON CORP Common Stock 41K 1K
GILEAD SCIENCES INC Common Stock 25K 333
MEDTRONIC PLC F Common Stock 24K 300
NEXTERA ENERGY INC Common Stock 41K 533
VANGUARD GROWTH ETF ETF 22K 61
DIMENSIONAL U S EQUITY ETF 28K 468
VANGUARD GROWTH ETF ETF 19K 53
DIMENSIONAL U S TARGETED VALUE ETF 54K 949
DIMENSIONAL INTERNATIONAL VAL ETF 61K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 68K 2K
ISHARES GOLD ETF ETF 23K 500
VANGUARD SHORT TERM TREASURY ETF 21K 358
DIMENSIONAL U S EQUITY ETF 127K 2K
ISHARES GOLD ETF ETF 36K 774
ISHARES 10-20 YEAR TSURY BOND ETF 25K 238
VANGUARD INTRMDIAT TRM TRSRY ETF 20K 342
VANGUARD S&P 500 ETF ETF 67K 132
VANGUARD GROWTH ETF ETF 73K 199
SCHWAB US DIVIDEND EQUITY ETF 32K 391
VANGUARD S&P 500 ETF ETF 66K 129
DIMENSIONAL US CORE EQUITY MARKT ETF 5K 133
VANGUARD GROWTH ETF ETF 2K 5
SPDR GOLD SHARES ETF ETF 14K 64
DIMENSIONAL U S CORE EQUITY 2 ETF 18K 553
DIMENSIONAL U S TARGETED VALUE ETF 61K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 87K 3K
J P MORGAN CHASE & CO Common Stock 46K 215
VANGUARD GROWTH ETF ETF 129K 352
DIMENSIONAL U S CORE EQUITY 2 ETF 5K 154
DIMENSIONAL US HIGH PROFTBLTY ETF 9K 263
VANGUARD INFORMATION TECHNOLOGY ETF 6K 10
DIMENSIONAL WORLD EQUITY ETF 36K 590
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 188
ISHARES 10-20 YEAR TSURY BOND ETF 25K 233
VANGUARD GROWTH ETF ETF 20K 54
SCHWAB US DIVIDEND EQUITY ETF 12K 151
VANGUARD SHORT TERM COR BD ETF 17K 214
VANGUARD DIVIDEND APPRECIATION ETF 4K 21
VANGUARD GROWTH ETF ETF 4K 11
SPDR BLOOMBG EMG MRKT LCL BND ETF 182 9
SCHWAB FUNDAMNTL US SML COM ETF 480 8
SCHWAB FUNDTL INTRNL SML EQT ETF 255 7
SCHWAB FUNDTL EMRG MKT EQT ETF 504 17
SCHWAB FUNDAMNTL INTRNL EQT ETF 362 10
SCHWAB FUNDMNTL US LARGE COM ETF 764 11
XTRACKERS INTER REAL EST ETF 63 3
XTRACKERS USD HIGH YIELD COR BND ETF 72 2
ISHARES GOLD ETF ETF 93 2
SCHWAB US SMALL CAP ETF ETF 309 6
SCHWAB INTERNATNAL SMALL CAP EQY ETF 186 5
SCHWAB EMERGING MARKETS EQUITY ETF 296 11
SCHWAB INTERNATIONAL EQUITY ETF 277 7
CHARLES SCHWAB US REIT ETF 64 3
SCHWAB 5 10 YEAR CORP BOND ETF 586 13
SCHWAB US TIPS ETF ETF 158 3
SCHWAB INTERMEDIATE TERM US TRS ETF 298 6
SCHWAB US LARGE CAP ETF ETF 521 8
VANGUARD MORTGAGE BACKED SEC ETF 835 18
DIMENSIONAL U S TARGETED VALUE ETF 115K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 68K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 42K 1K
DIMENSIONAL U S EQUITY ETF 421K 7K
ISHARES 10-20 YEAR TSURY BOND ETF 23K 222
VANGUARD GROWTH ETF ETF 275K 750
DIMENSIONAL U S EQUITY ETF 21K 356
DIMENSIONAL US HIGH PROFTBLTY ETF 12K 354
ISHARES 10-20 YEAR TSURY BOND ETF 10K 99
VANGUARD DIVIDEND APPRECIATION ETF 14K 75
VANGUARD ULTRA SHORT BOND ETF 10K 204
DIMENSIONAL US SMALL CAP VALU ETF 65K 2K
ISHARES GOLD ETF ETF 33K 711
ISHARES CORE MSCI TOTL INTL STCK ETF 831 12
VANGUARD INTRMDIAT TRM TRSRY ETF 26K 429
VANGUARD SHORT TERM TREASURY ETF 33K 569
VANGUARD DIVIDEND APPRECIATION ETF 98K 519
VANGUARD S&P 500 ETF ETF 102K 201
VANGUARD GROWTH ETF ETF 72K 195
VANGUARD GROWTH ETF ETF 41K 112
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 534
SCHWAB US DIVIDEND EQUITY ETF 18K 213
DIMENSIONAL US SMALL CAP VALU ETF 5K 152
DIMENSIONAL U S TARGETED VALUE ETF 65K 1K
DIMENSIONAL U S EQUITY ETF 90K 2K
VANGUARD DIVIDEND APPRECIATION ETF 60K 318
VANGUARD GROWTH ETF ETF 88K 239
JOHNSON & JOHNSON Common Stock 33K 210
DIMENSIONAL WORLD EQUITY ETF 11K 175
VANGUARD GROWTH ETF ETF 3K 8
DIMENSIONAL U S CORE EQUITY 2 ETF 53K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 73K 2K
BARRICK GOLD CORP F Common Stock 24K 1K
ISHARES GOLD ETF ETF 69K 2K
SCHWAB US DIVIDEND EQUITY ETF 733 9
VANGUARD SHORT TERM TREASURY ETF 4K 76
VANGUARD VALUE ETF ETF 104K 618
VANGUARD GROWTH ETF ETF 138K 375
VANGUARD MEGA CAP GROWTH ETF 93K 302
VANGUARD VALUE ETF ETF 89K 532
VANGUARD SHORT TERM TREASURY ETF 46 1
VANGUARD SHORT TERM COR BD ETF 6K 77
DIMENSIONAL U S CORE EQUITY 2 ETF 149K 4K
DIMENSIONAL U S TARGETED VALUE ETF 82K 1K
DIMENSIONAL WORLD EQUITY ETF 135K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 21K 194
VANGUARD INFORMATION TECHNOLOGY ETF 27K 47
VANGUARD GROWTH ETF ETF 211K 576
VANGUARD SHORT TERM TREASURY ETF 7K 122
VANGUARD GROWTH ETF ETF 44K 120
DIMENSIONAL WORLD EQUITY ETF 494 8
DIMENSIONAL U S TARGETED VALUE ETF 86K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 8K 214
DIMENSIONAL US SUS CORE 1 ETF 276K 8K
DIMENSIONAL US HIGH PROFTBLTY ETF 127K 4K
VANGUARD GROWTH ETF ETF 137K 374
DIMENSIONAL WORLD EQUITY ETF 14K 227
VANGUARD SHORT TERM COR BD ETF 6K 76
VANGUARD SHORT TERM TREASURY ETF 9K 149
DIMENSIONAL U S CORE EQUITY 2 ETF 52K 2K
DIMENSIONAL US SMALL CAP VALU ETF 49K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 511 7
ISHARES 20 PLS YEAR TREASURY BND ETF 16K 167
VANGUARD INFORMATION TECHNOLOGY ETF 31K 55
VANGUARD GROWTH ETF ETF 72K 195
DIMENSIONAL U S CORE EQUITY 2 ETF 16K 484
VANGUARD ULTRA SHORT BOND ETF 23 0
ISHARES CORE S&P 500 ETF 3K 6
SCHWAB US DIVIDEND EQUITY ETF 3K 35
VANGUARD SHORT TERM TREASURY ETF 4K 62
DIMENSIONAL WORLD EQUITY ETF 60K 980
DIMENSIONAL US HIGH PROFTBLTY ETF 36K 1K
SEALED AIR CORP Common Stock 34K 895
VANGUARD ULTRA SHORT BOND ETF 10K 193
SCHWAB US DIVIDEND EQUITY ETF 8K 94
DIMENSIONAL U S CORE EQUITY 2 ETF 64K 2K
DIMENSIONAL U S TARGETED VALUE ETF 47K 826
DIMENSNL ULTRASHRT FIXED INCM ETF 17K 328
VANGUARD GROWTH ETF ETF 87K 237
BELDEN INC Common Stock 14K 148
DIMENSIONAL U S EQUITY ETF 208K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 67K 2K
VANGUARD SHORT TERM TREASURY ETF 52K 898
VANGUARD VALUE ETF ETF 80K 478
DIMENSIONAL U S CORE EQUITY 2 ETF 54K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 34K 1K
VANGUARD GROWTH ETF ETF 81K 220
ISHARES 10-20 YEAR TSURY BOND ETF 17K 161
DIMENSIONAL WORLD EQUITY ETF 14K 223
VANGUARD GROWTH ETF ETF 16K 43
DIMENSIONAL US SMALL CAP VALU ETF 44K 1K
DIMENSIONAL U S EQUITY ETF 26K 426
SCHWAB US DIVIDEND EQUITY ETF 42K 507
DIMENSIONAL US HIGH PROFTBLTY ETF 12K 365
SCHWAB US DIVIDEND EQUITY ETF 5K 57
DIMENSIONAL U S CORE EQUITY 2 ETF 193K 6K
DIMENSIONAL INTERN CORE EQT MKT ETF 61K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 69K 3K
DIMENSIONAL NATIONL MUNPL BND ETF 23K 481
DIMENSIONAL US SMALL CAP VALU ETF 68K 2K
VANGUARD SHORT TERM TREASURY ETF 42K 723
VANGUARD MUNI BND TAX EXEMPT ETF 50K 998
VANGUARD GROWTH ETF ETF 130K 355
DIMENSIONAL US HIGH PROFTBLTY ETF 10K 301
DIMENSNL ULTRASHRT FIXED INCM ETF 5K 96
DIMENSIONAL U S CORE EQUITY 2 ETF 6K 190
DIMENSIONAL US HIGH PROFTBLTY ETF 156K 5K
VANGUARD SHORT TERM TREASURY ETF 14K 243
DIMENSIONAL US CORE EQUITY MARKT ETF 59K 2K
DIMENSIONAL CORE FIXED INCOME ETF 46K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 27K 731
DIMENSIONAL SHRT DRT FXD INCM ETF 25K 525
DIMENSIONAL US MARKETWIDE VALUE ETF 38K 908
DIMENSIONAL US HIGH PROFTBLTY ETF 28K 852
DIMENSIONAL WLD EX US CR EQ 2 ETF 279K 11K
DIMENSIONAL US SMALL CAP VALU ETF 63K 2K
DIMENSIONAL U S EQUITY ETF 216K 4K
NOVO-NORDISK AS VORMAL F SPONSORED ADR 25K 186
VANGUARD SMALL CAP ETF ETF 91K 391
VANGUARD VALUE ETF ETF 130K 774
VANGUARD GROWTH ETF ETF 123K 334
DIMENSIONAL WORLD EQUITY ETF 177K 3K
DIMENSIONAL US SUS CORE 1 ETF 243K 7K
DIMENSIONAL US SMALL CAP VALU ETF 116K 4K
DIMENSIONAL GLOBAL CREDIT ETF 61K 1K
VANGUARD GROWTH ETF ETF 256K 698
DIMENSIONAL U S CORE EQUITY 2 ETF 12K 362
DIMENSIONAL CORE FIXED INCOME ETF 11K 253
DIMENSIONAL U S CORE EQUITY 2 ETF 42K 1K
DIMENSIONAL INTERN CORE EQT MKT ETF 31K 1K
DIMENSIONAL WORLD EQUITY ETF 11K 182
VANGUARD ULTRA SHORT BOND ETF 10K 201
DIMENSIONAL US HIGH PROFTBLTY ETF 80K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 329 5
MICRON TECHNOLOGY Common Stock 8K 73
ISHARES 10-20 YEAR TSURY BOND ETF 16K 154
VANGUARD SMALL CAP ETF ETF 60K 258
VANGUARD INTRMDIAT TRM TRSRY ETF 10K 173
VANGUARD INFORMATION TECHNOLOGY ETF 48K 84
VANGUARD DIVIDEND APPRECIATION ETF 51K 271
VANGUARD GROWTH ETF ETF 73K 198
DIMENSIONAL US SMALL CAP VALU ETF 32K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 13K 259
VANGUARD GROWTH ETF ETF 32K 88
SCHWAB US DIVIDEND EQUITY ETF 14K 169
VANGUARD SHORT TERM COR BD ETF 16K 211
VANGUARD ULTRA SHORT BOND ETF 2K 40
DIMENSIONAL U S CORE EQUITY 2 ETF 5K 164
SCHWAB US DIVIDEND EQUITY ETF 16K 192
VANGUARD SHORT TERM COR BD ETF 28K 353
VANGUARD SHORT TERM TREASURY ETF 3K 51
DIMENSIONAL WORLD EQUITY ETF 7K 122
SCHWAB US DIVIDEND EQUITY ETF 18K 215
VANGUARD SHORT TERM COR BD ETF 10K 133
VANGUARD VALUE ETF ETF 27K 158
DIMENSIONAL U S TARGETED VALUE ETF 56K 989
DIMENSIONAL INTERNATIONAL VAL ETF 53K 1K
VANGUARD INTRMDIAT TRM TRSRY ETF 9K 152
VANGUARD SHORT TERM TREASURY ETF 34K 575
VANGUARD DIVIDEND APPRECIATION ETF 55K 289
VANGUARD GROWTH ETF ETF 68K 184
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 115
VANGUARD GROWTH ETF ETF 35K 96
AMERICAN EXPRESS CO Common Stock 109K 430
VANGUARD SHORT TERM COR BD ETF 9K 115
VANGUARD SHORT TERM COR BD ETF 34K 430
VANGUARD SMALL CAP ETF ETF 6K 27
VANGUARD GROWTH ETF ETF 5K 14
DIMENSIONAL U S TARGETED VALUE ETF 14K 252
MARRIOTT INTL INC CLASS A 119K 524
VANGUARD GROWTH ETF ETF 22K 59
US CHINA BIOMEDICAL XXX REGISTRATION REVOKED BY 0 1
NORSTRA ENERGY INC Common Stock 0 500
SOUL & VIBE INTRACTV XXX REGISTRATION REVOKED BY 0 1
DIMENSIONAL U S EQUITY ETF 19K 311
VANGUARD MID CAP GROWTH ETF 36K 152
DIMENSIONAL U S SMALL CAP ETF 69K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 52K 2K
DIMENSIONAL U S EQUITY ETF 49K 812
ISHARES CORE MSCI TOTL INTL STCK ETF 1K 19
UNITED PARCEL SRVC CLASS B 422K 3K
VANGUARD INTRMDIAT TRM TRSRY ETF 51K 860
VANGUARD GROWTH ETF ETF 148K 402
DIMENSIONAL U S CORE EQUITY 2 ETF 10K 291
DIMENSIONAL U S EQUITY ETF 16K 260
ISHARES SHORT TERM NTNL MUN BND ETF 2K 22
VANGUARD GROWTH ETF ETF 12K 33
SCHWAB US DIVIDEND EQUITY ETF 7K 90
DIMENSIONAL U S CORE EQUITY 2 ETF 2K 54
VANGUARD GROWTH ETF ETF 4K 10
DIMENSIONAL U S CORE EQUITY 2 ETF 27K 824
DIMENSIONAL WLD EX US CR EQ 2 ETF 10K 394
DIMENSIONAL US SMALL CAP VALU ETF 12K 381
VANGUARD SHORT TERM TREASURY ETF 2K 26
VANGUARD INFORMATION TECHNOLOGY ETF 13K 22
VANGUARD GROWTH ETF ETF 25K 69
VANGUARD ULTRA SHORT BOND ETF 42K 839
DIMENSIONAL U S EQUITY ETF 17K 276
SCHWAB US DIVIDEND EQUITY ETF 18K 220
ISHARES 10-20 YEAR TSURY BOND ETF 12K 109
SCHWAB US DIVIDEND EQUITY ETF 11K 138
DIMENSIONAL US SMALL CAP VALU ETF 7K 232
VANGUARD VALUE ETF ETF 5K 30
DIMENSIONAL U S EQUITY ETF 20K 341
DIMENSIONAL US HIGH PROFTBLTY ETF 45K 1K
DIMENSIONAL U S EQUITY ETF 47K 778
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 203
DIMENSIONAL U S TARGETED VALUE ETF 17K 301
DIMENSIONAL US LRGE CP VCTR ETF 16K 255
VANGUARD GROWTH ETF ETF 17K 46
DIMENSIONAL U S TARGETED VALUE ETF 6K 112
DIMENSIONAL WORLD EQUITY ETF 133K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 67K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 42K 820
ISHARES 10-20 YEAR TSURY BOND ETF 44K 411
VANGUARD GROWTH ETF ETF 84K 229
SCHWAB US DIVIDEND EQUITY ETF 16K 192
ISHARES 20 PLS YEAR TREASURY BND ETF 53K 564
VANGUARD DIVIDEND APPRECIATION ETF 57K 300
VANGUARD GROWTH ETF ETF 84K 229
APPLE INC Common Stock 89K 400
DIMENSIONAL U S CORE EQUITY 2 ETF 113K 3K
DIMENSIONAL WORLD EQUITY ETF 60K 982
DIMENSIONAL US SMALL CAP VALU ETF 181K 6K
DIMENSIONAL US MARKETWIDE VALUE ETF 154K 4K
JOHNSON & JOHNSON Common Stock 42K 266
KIMBERLY CLARK CORP Common Stock 30K 218
VANGUARD MEGA CAP GROWTH ETF 124K 402
VANGUARD GROWTH ETF ETF 155K 421
DIMENSNL ULTRASHRT FIXED INCM ETF 22K 433
ISHARES 20 PLS YEAR TREASURY BND ETF 115K 1K
VANGUARD GROWTH ETF ETF 136K 371
DIMENSIONAL WORLD EQUITY ETF 27K 436
VANGUARD GROWTH ETF ETF 20K 54
VANGUARD S&P 500 ETF ETF 8K 16
VANGUARD GROWTH ETF ETF 6K 17
DIMENSIONAL U S CORE EQUITY 2 ETF 34K 1K
DIMENSIONAL U S EQUITY ETF 25K 423
DIMENSIONAL U S CORE EQUITY 2 ETF 20K 589
VANGUARD S&P 500 ETF ETF 59K 116
VANGUARD GROWTH ETF ETF 26K 71
DIMENSIONAL U S TARGETED VALUE ETF 42K 731
VANGUARD DIVIDEND APPRECIATION ETF 53K 282
VANGUARD GROWTH ETF ETF 87K 237
VANGUARD ULTRA SHORT BOND ETF 31K 619
DIMENSIONAL U S CORE EQUITY 2 ETF 25K 740
DIMENSIONAL WORLD EQUITY ETF 12K 191
DIMENSIONAL CORE FIXED INCOME ETF 3K 77
VANGUARD GROWTH ETF ETF 10K 26
DIMENSIONAL U S CORE EQUITY 2 ETF 34K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 30K 287
VANGUARD INFORMATION TECHNOLOGY ETF 39K 69
VANGUARD GROWTH ETF ETF 88K 239
DIMENSIONAL U S CORE EQUITY 2 ETF 50K 1K
DIMENSIONAL U S TARGETED VALUE ETF 10K 182
UNITED PARCEL SRVC CLASS B 143K 1K
SCHWAB US DIVIDEND EQUITY ETF 6K 70
VANGUARD GROWTH ETF ETF 10K 28
DIMENSIONAL U S CORE EQUITY 2 ETF 7K 205
DIMENSIONAL U S CORE EQUITY 2 ETF 2K 70
VANGUARD INTRMDIAT TRM TRSRY ETF 11K 193
VANGUARD DIVIDEND APPRECIATION ETF 26K 136
VANGUARD GROWTH ETF ETF 24K 65
VANGUARD ULTRA SHORT BOND ETF 10K 203
DIMENSIONAL WORLD EQUITY ETF 49K 789
ISHARES 10-20 YEAR TSURY BOND ETF 24K 227
VANGUARD SHORT TERM COR BD ETF 5K 66
VANGUARD GROWTH ETF ETF 31K 84
VANGUARD ULTRA SHORT BOND ETF 17K 337
DIMENSIONAL U S EQUITY ETF 8K 131
DIMENSIONAL US HIGH PROFTBLTY ETF 25K 779
SCHWAB US DIVIDEND EQUITY ETF 28K 344
VANGUARD DIVIDEND APPRECIATION ETF 32K 168
ISHARES 10-20 YEAR TSURY BOND ETF 32K 298
VANGUARD SMALL CAP ETF ETF 11K 48
VANGUARD SHORT TERM TREASURY ETF 7K 112
VANGUARD VALUE ETF ETF 37K 221
VANGUARD GROWTH ETF ETF 41K 111
DIMENSIONAL WORLD EQUITY ETF 90K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 28K 550
DIMENSIONAL US HIGH PROFTBLTY ETF 44K 1K
SCHWAB US DIVIDEND EQUITY ETF 29K 350
VANGUARD ULTRA SHORT BOND ETF 23K 458
DIMENSIONAL U S CORE EQUITY 2 ETF 27K 806
VANGUARD GROWTH ETF ETF 24K 65
DIMENSIONAL US HIGH PROFTBLTY ETF 60K 2K
VANGUARD MID CAP GROWTH ETF 44K 187
DIMENSIONAL US LRGE CP VCTR ETF 102K 2K
VANGUARD DIVIDEND APPRECIATION ETF 43K 224
VANGUARD S&P 500 ETF ETF 25K 49
VANGUARD GROWTH ETF ETF 149K 406
DIMENSIONAL WORLD EQUITY ETF 24K 393
DIMENSIONAL GLOBAL CREDIT ETF 9K 174
DIMENSIONAL U S CORE EQUITY 2 ETF 52K 2K
DIMENSIONAL US SUS CORE 1 ETF 74K 2K
VANGUARD SMALL CAP ETF ETF 44K 189
VANGUARD DIVIDEND APPRECIATION ETF 51K 267
VANGUARD S&P 500 ETF ETF 66K 131
DIMENSIONAL WORLD EQUITY ETF 15K 242
DIMENSIONAL US HIGH PROFTBLTY ETF 18K 565
VANGUARD SHORT TERM COR BD ETF 22K 278
VANGUARD TOTAL WORLD STOCK ETF 32K 281
DIMENSIONAL WORLD EQUITY ETF 15K 252
CVS HEALTH CORP Common Stock 28K 468
DIMENSIONAL US REAL ESTATE ETF 58K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 62K 2K
DIMENSIONAL US SMALL CAP VALU ETF 100K 3K
DTE ENERGY CO Common Stock 15K 124
DT MIDSTREAM INC Common Stock 4K 55
VANGUARD SHORT TERM TREASURY ETF 31K 536
VANGUARD GROWTH ETF ETF 140K 382
VANGUARD SHORT TERM TREASURY ETF 3K 53
DIMENSIONAL U S CORE EQUITY 2 ETF 25K 758
DIMENSIONAL INTERN CORE EQT MKT ETF 10K 326
DIMENSIONAL U S TARGETED VALUE ETF 27K 470
DIMENSIONAL US MARKETWIDE VALUE ETF 26K 626
VANGUARD GROWTH ETF ETF 24K 64
DIMENSIONAL GLOBAL CREDIT ETF 51K 959
VANGUARD VALUE ETF ETF 59K 350
ISHARES CORE S&P 500 ETF 24K 43
SCHWAB US DIVIDEND EQUITY ETF 35K 428
VANGUARD SHORT TERM COR BD ETF 41K 528
DIMENSIONAL U S TARGETED VALUE ETF 20K 343
DIMENSIONAL US HIGH PROFTBLTY ETF 14K 429
DIMENSIONAL SHRT DRT FXD INCM ETF 32K 686
SCHWAB US DIVIDEND EQUITY ETF 14K 164
ISHARES GOLD ETF ETF 59K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 35K 334
VANGUARD GROWTH ETF ETF 81K 221
DIMENSIONAL U S EQUITY ETF 12K 208
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 29K 1K
DIMENSIONAL CORE FIXED INCOME ETF 41K 971
SCHWAB US DIVIDEND EQUITY ETF 30K 365
VANGUARD MUNI BND TAX EXEMPT ETF 40K 796
VANGUARD VALUE ETF ETF 80K 474
VANGUARD GROWTH ETF ETF 59K 161
SCHWAB US DIVIDEND EQUITY ETF 42K 511
DIMENSIONAL U S CORE EQUITY 2 ETF 135K 4K
DIMENSIONAL WLD EX US CR EQ 2 ETF 11K 419
DIMENSIONAL US SMALL CAP VALU ETF 49K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 33K 809
ISHARES 10-20 YEAR TSURY BOND ETF 11K 106
VANGUARD DIVIDEND APPRECIATION ETF 52K 273
VANGUARD GROWTH ETF ETF 73K 198
DIMENSIONAL US HIGH PROFTBLTY ETF 11K 342
VANGUARD SHORT TERM TREASURY ETF 4K 75
DIMENSIONAL WORLD EQUITY ETF 73K 1K
DIMENSIONAL US SMALL CAP VALU ETF 43K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 61K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 43K 842
VANGUARD SHORT TERM TREASURY ETF 26K 450
VANGUARD DIVIDEND APPRECIATION ETF 51K 268
VANGUARD S&P 500 ETF ETF 98K 194
DIMENSIONAL US HIGH PROFTBLTY ETF 40K 1K
VANGUARD SHORT TERM COR BD ETF 32K 407
ISHARES CORE S&P 500 ETF 27K 49
PRUDENTIAL FINL Common Stock 7K 57
SCHWAB US DIVIDEND EQUITY ETF 36K 430
DIMENSIONAL US SUS CORE 1 ETF 124K 3K
DIMENSIONAL US SMALL CAP VALU ETF 63K 2K
DIMENSIONAL U S EQUITY ETF 137K 2K
VANGUARD TOTAL WORLD STOCK ETF 76K 664
VANGUARD GROWTH ETF ETF 147K 400
DIMENSIONAL US MARKETWIDE VALUE ETF 46K 1K
DIMENSIONAL U S TARGETED VALUE ETF 68K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 40K 1K
DIMENSIONAL U S EQUITY ETF 241K 4K
DIMENSIONAL US LRGE CP VCTR ETF 36K 576
VANGUARD GROWTH ETF ETF 40K 110
CONOCOPHILLIPS Common Stock 25K 227
DIMENSIONAL U S TARGETED VALUE ETF 150K 3K
DIMENSIONAL U S EQUITY ETF 378K 6K
DIMENSIONAL US MARKETWIDE VALUE ETF 106K 3K
FORD MOTOR CO Common Stock 3K 246
INTEL CORP Common Stock 3K 111
VANGUARD SHORT TERM TREASURY ETF 104K 2K
VANGUARD TOTAL WORLD STOCK ETF 96K 832
VANGUARD GROWTH ETF ETF 135K 368
VERIZON COMMUNICATN Common Stock 5K 124
SCHWAB US DIVIDEND EQUITY ETF 24K 288
DIMENSIONAL U S CORE EQUITY 2 ETF 61K 2K
VANGUARD DIVIDEND APPRECIATION ETF 32K 167
SCHWAB US DIVIDEND EQUITY ETF 7K 87
DIMENSIONAL WORLD EQUITY ETF 43K 704
DIMENSIONAL GLOBAL CREDIT ETF 2K 37
APPLE INC Common Stock 7M 33K
DIMENSIONAL U S TARGETED VALUE ETF 91K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 193K 7K
DIMENSIONAL INTERNATIONAL VAL ETF 61K 2K
DIMENSIONAL US SMALL CAP VALU ETF 52K 2K
DIMENSIONAL U S EQUITY ETF 86K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 127K 3K
DIMENSIONAL INTERN HIGH PROFIT ETF 63K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 51K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 68K 641
ISHARES 20 PLS YEAR TREASURY BND ETF 104K 1K
VANGUARD CONSUMER DISCRETIONARY ETF 86K 266
VANGUARD INTRMDIAT TRM TRSRY ETF 51K 851
VANGUARD SHORT TERM TREASURY ETF 40K 688
VANGUARD INFORMATION TECHNOLOGY ETF 151K 265
VANGUARD GROWTH ETF ETF 119K 324
DIMENSIONAL U S TARGETED VALUE ETF 132K 2K
DIMENSIONAL US SUS CORE 1 ETF 207K 6K
DIMENSIONAL US HIGH PROFTBLTY ETF 182K 6K
VANGUARD INFORMATION TECHNOLOGY ETF 96K 169
VANGUARD DIVIDEND APPRECIATION ETF 96K 505
VANGUARD GROWTH ETF ETF 322K 878
DIMENSIONAL U S CORE EQUITY 2 ETF 1K 39
DIMENSIONAL INFLTN PRTD SECRT ETF 41 1
DIMENSIONAL U S CORE EQUITY 2 ETF 31K 926
ISHARES 10-20 YEAR TSURY BOND ETF 43K 403
VANGUARD INFORMATION TECHNOLOGY ETF 28K 50
DIMENSIONAL U S EQUITY ETF 59K 986
DIMENSIONAL WLD EX US CR EQ 2 ETF 34K 1K
DIMENSIONAL NATIONL MUNPL BND ETF 30K 628
DIMENSIONAL US SMALL CAP VALU ETF 14K 450
DIMENSIONAL U S EQUITY ETF 37K 623
DIMENSIONAL US MARKETWIDE VALUE ETF 53K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 125K 2K
THE COCA-COLA CO Common Stock 271K 4K
VANGUARD GROWTH ETF ETF 56K 152
WALMART INC Common Stock 256K 4K
VANGUARD DIVIDEND APPRECIATION ETF 11K 60
AMEREN CORP Common Stock 64K 810
AMERICA MOVIL SAB DE C F SPONSORED ADR 12K 700
BRISTOL-MYERS SQUIBB Common Stock 13K 282
COMCAST CORP CLASS A 14K 351
CONOCOPHILLIPS Common Stock 28K 250
DOMINION ENERGY INC Common Stock 10K 188
DIMENSIONAL US SMALL CAP VALU ETF 10K 310
WALT DISNEY CO Common Stock 19K 206
DUKE ENERGY CORP Common Stock 80K 731
DIMENSNL ULTRASHRT FIXED INCM ETF 31K 604
ENBRIDGE INC F Common Stock 31K 831
EQT CORP Common Stock 17K 502
GE HEALTHCARE TECHNOLOGI Common Stock 677 8
THE COCA-COLA CO Common Stock 61K 910
ALLIANT ENERGY CORP Common Stock 13K 235
MCDONALDS CORP Common Stock 42K 158
O G E ENERGY CP HLDG Common Stock 22K 564
OCCIDENTAL PETROL CO Common Stock 11K 182
PHILLIPS 66 Common Stock 20K 136
RTX CORP Common Stock 16K 135
SOUTHWEST GAS HOLDINGS I Common Stock 9K 128
WAL-MART DE MEXICO S A F SPONSORED ADR 8K 226
ESSENTIAL UTILS INC Common Stock 24K 594
EXXON MOBIL CORP Common Stock 31K 261
VANGUARD INFORMATION TECHNOLOGY ETF 9K 15
VANGUARD GROWTH ETF ETF 59K 162
DIMENSIONAL U S EQUITY ETF 76K 1K
SCHWAB US DIVIDEND EQUITY ETF 37K 448
VANGUARD SHORT TERM TREASURY ETF 9K 151
VANGUARD GROWTH ETF ETF 47K 129
DIMENSIONAL INTERN CORE EQT MKT ETF 373 12
DIMENSIONAL U S TARGETED VALUE ETF 20K 356
VANGUARD S&P 500 ETF ETF 24K 47
VANGUARD TOTAL WORLD STOCK ETF 19K 161
DIMENSIONAL WORLD EQUITY ETF 8K 134
ISHARES 10-20 YEAR TSURY BOND ETF 7K 64
DIMENSIONAL U S EQUITY ETF 155K 3K
DIMENSIONAL US LRGE CP VCTR ETF 71K 1K
VANGUARD SHORT TERM COR BD ETF 66 1
APPLE INC Common Stock 86K 387
DIMENSIONAL U S TARGETED VALUE ETF 185K 3K
DIMENSIONAL WORLD EQUITY ETF 208K 3K
ISHARES CORE S&P 500 ETF 213K 385
ISHARES 10-20 YEAR TSURY BOND ETF 45K 422
VANGUARD SHORT TERM TREASURY ETF 6K 94
VANGUARD GROWTH ETF ETF 169K 460
VANGUARD ULTRA SHORT BOND ETF 199 4
CITIGROUP INC Common Stock 18K 284
DIMENSIONAL U S CORE EQUITY 2 ETF 74K 2K
DIMENSIONAL U S TARGETED VALUE ETF 40K 703
DIMENSIONAL NATIONL MUNPL BND ETF 19K 404
META PLATFORMS INC CLASS A 48K 100
TRAVELERS COMPANIES Common Stock 33K 151
VANGUARD MUNI BND TAX EXEMPT ETF 16K 317
DIMENSIONAL U S TARGETED VALUE ETF 23K 406
DIMENSIONAL WORLD EQUITY ETF 39K 640
ISHARES CORE S&P 500 ETF 57K 102
VANGUARD MID CAP GROWTH ETF 8K 33
VANGUARD GROWTH ETF ETF 19K 51
DIMENSIONAL WORLD EQUITY ETF 7K 111
CHARLES SCHWAB US REIT ETF 0 0
DIMENSIONAL WLD EX US CR EQ 2 ETF 24K 937
DIMENSIONAL U S EQUITY ETF 63K 1K
VANGUARD SMALL CAP ETF ETF 31K 133
VANGUARD DIVIDEND APPRECIATION ETF 53K 277
VANGUARD GROWTH ETF ETF 62K 168
VANGUARD DIVIDEND APPRECIATION ETF 6K 29
VANGUARD S&P 500 ETF ETF 10K 20
VANGUARD ULTRA SHORT BOND ETF 8K 151
DIMENSIONAL WLD EX US CR EQ 2 ETF 23K 876
DIMENSIONAL U S EQUITY ETF 22K 374
DIMENSIONAL US HIGH PROFTBLTY ETF 21K 659
SCHWAB US DIVIDEND EQUITY ETF 17K 208
VANGUARD GROWTH ETF ETF 52K 142
DIMENSIONAL US REAL ESTATE ETF 16K 660
DIMENSIONAL US SMALL CAP VALU ETF 22K 698
DIMENSIONAL US MARKETWIDE VALUE ETF 25K 606
DIMENSIONAL US HIGH PROFTBLTY ETF 39K 1K
DIMENSIONAL U S TARGETED VALUE ETF 13K 227
DIMENSIONAL U S EQUITY ETF 64K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 26K 248
VANGUARD SMALL CAP GROWTH ETF 25K 96
VANGUARD GROWTH ETF ETF 33K 90
VANGUARD ULTRA SHORT BOND ETF 4K 78
DIMENSIONAL U S TARGETED VALUE ETF 8K 142
DIMENSIONAL WORLD EQUITY ETF 16K 253
VANGUARD GROWTH ETF ETF 15K 41
VANGUARD SMALL CAP ETF ETF 6K 24
ISHARES 10-20 YEAR TSURY BOND ETF 16K 150
SCHWAB US DIVIDEND EQUITY ETF 22K 260
DIMENSIONAL WORLD EQUITY ETF 13K 211
ISHARES CORE MSCI TOTL INTL STCK ETF 105 2
VANGUARD INFORMATION TECHNOLOGY ETF 15K 27
VANGUARD GROWTH ETF ETF 16K 44
DIMENSIONAL U S TARGETED VALUE ETF 21K 368
CLOUDFLARE INC CLASS A 2K 20
SCHWAB US DIVIDEND EQUITY ETF 23K 275
SCHWAB INTERNATIONAL DIVIDND EQY ETF 16K 632
VANGUARD GROWTH ETF ETF 23K 64
DIMENSIONAL U S EQUITY ETF 19K 312
SCHWAB US DIVIDEND EQUITY ETF 18K 224
VANGUARD SHORT TERM COR BD ETF 28K 357
DIMENSIONAL U S CORE EQUITY 2 ETF 39K 1K
VANGUARD INTRMDIAT TRM TRSRY ETF 20K 340
VANGUARD SHORT TERM TREASURY ETF 19K 320
DIMENSIONAL U S EQUITY ETF 35K 591
VANGUARD GROWTH ETF ETF 11K 31
DIMENSIONAL U S CORE EQUITY 2 ETF 16K 490
DIMENSIONAL US HIGH PROFTBLTY ETF 25K 782
DIMENSIONAL CORE FIXED INCOME ETF 1K 31
CENTERPOINT ENERGY INC Common Stock 12K 442
DIMENSIONAL WLD EX US CR EQ 2 ETF 59K 2K
DIMENSIONAL US SMALL CAP VALU ETF 33K 1K
DIMENSIONAL U S EQUITY ETF 97K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 48K 1K
VANGUARD MUNI BND TAX EXEMPT ETF 31K 621
VANGUARD SHORT TERM TREASURY ETF 30K 515
DIMENSIONAL US HIGH PROFTBLTY ETF 22K 662
DIMENSIONAL U S EQUITY ETF 14K 226
VANGUARD TOTAL WORLD STOCK ETF 6K 53
VANGUARD GROWTH ETF ETF 16K 43
COTTONWOOD COMMUNITIES I NC CLASS I 19K 2K
DIMENSIONAL U S CORE EQUITY 2 ETF 50K 1K
DIMENSIONAL U S TARGETED VALUE ETF 24K 428
DIMENSIONAL WORLD EQUITY ETF 43K 705
DIMENSIONAL US SMALL CAP VALU ETF 14K 450
VANGUARD INFORMATION TECHNOLOGY ETF 46K 81
VANGUARD GROWTH ETF ETF 49K 134
DIMENSIONAL CORE FIXED INCOME ETF 10K 242
DIMENSNL ULTRASHRT FIXED INCM ETF 15K 302
DIMENSIONAL US REAL ESTATE ETF 81K 3K
DIMENSIONAL US CORE EQUITY MARKT ETF 145K 4K
DIMENSIONAL WORLD EQUITY ETF 122K 2K
DIMENSIONAL US SMALL CAP VALU ETF 31K 981
VANGUARD GROWTH ETF ETF 167K 454
VANGUARD SHORT TERM TREASURY ETF 30K 515
VANGUARD GROWTH ETF ETF 48K 131
DIMENSIONAL U S CORE EQUITY 2 ETF 7K 212
SCHWAB US DIVIDEND EQUITY ETF 4K 50
DIMENSIONAL WORLD EQUITY ETF 107K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 78K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 23K 450
VANGUARD SHORT TERM TREASURY ETF 7K 111
DIMENSIONAL WORLD EQUITY ETF 27K 434
DIMENSIONAL U S TARGETED VALUE ETF 24K 429
DIMENSIONAL WLD EX US CR EQ 2 ETF 42K 2K
DIMENSIONAL US SUS CORE 1 ETF 62K 2K
VANGUARD SHORT TERM COR BD ETF 9K 110
VANGUARD GROWTH ETF ETF 67K 183
JOHNSON & JOHNSON Common Stock 33K 210
DIMENSIONAL U S CORE EQUITY 2 ETF 26K 768
VANGUARD SHORT TERM TREASURY ETF 2K 34
VANGUARD GROWTH ETF ETF 13K 36
DIMENSIONAL WORLD EQUITY ETF 36K 588
ISHARES 10-20 YEAR TSURY BOND ETF 30K 287
VANGUARD INTRMDIAT TRM TRSRY ETF 17K 291
VANGUARD GROWTH ETF ETF 39K 107
VANGUARD ULTRA SHORT BOND ETF 11K 222
DIMENSIONAL U S SMALL CAP ETF 247K 4K
DIMENSIONAL U S EQUITY ETF 574K 10K
DIMENSIONAL US MARKETWIDE VALUE ETF 277K 7K
DIMENSIONAL U S CORE EQUITY 2 ETF 31K 925
DIMENSIONAL WLD EX US CR EQ 2 ETF 22K 853
VANGUARD GROWTH ETF ETF 29K 79
VANGUARD DIVIDEND APPRECIATION ETF 17K 88
DIMENSIONAL U S CORE EQUITY 2 ETF 5K 159
ISHARES 10-20 YEAR TSURY BOND ETF 7K 66
VANGUARD S&P 500 ETF ETF 10K 19
VANGUARD ULTRA SHORT BOND ETF 5K 92
DIMENSIONAL GLOBAL CREDIT ETF 12K 228
DIMENSIONAL U S CORE EQUITY 2 ETF 73K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 36K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 84K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 52K 488
VANGUARD VALUE ETF ETF 80K 474
VANGUARD GROWTH ETF ETF 104K 283
DIMENSIONAL U S CORE EQUITY 2 ETF 39K 1K
DIMENSIONAL U S TARGETED VALUE ETF 34K 588
DIMENSIONAL WORLD EQUITY ETF 7K 116
DIMENSIONAL US SUS CORE 1 ETF 3K 85
DIMENSIONAL U S CORE EQUITY 2 ETF 26K 776
VANGUARD GROWTH ETF ETF 32K 87
DIMENSIONAL U S CORE EQUITY 2 ETF 8K 241
DIMENSIONAL US REAL ESTATE ETF 15K 644
DIMENSIONAL WORLD EQUITY ETF 254K 4K
DIMENSIONAL US SMALL CAP VALU ETF 131K 4K
DIMENSIONAL U S EQUITY ETF 392K 7K
DIMENSIONAL US MARKETWIDE VALUE ETF 127K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
ISHARES 20 PLS YEAR TREASURY BND ETF 70K 734
VANGUARD SHORT TERM TREASURY ETF 25K 428
VANGUARD GROWTH ETF ETF 267K 727
VANGUARD GROWTH ETF ETF 61K 166
DIMENSIONAL U S CORE EQUITY 2 ETF 199K 6K
DIMENSIONAL WLD EX US CR EQ 2 ETF 44K 2K
DIMENSIONAL US LRGE CP VCTR ETF 44K 688
SPDR GOLD SHARES ETF ETF 59K 260
NVIDIA CORP Common Stock 18K 151
ISHARES SEMICONDUCTOR ETF 48K 203
ISHARES 10-20 YEAR TSURY BOND ETF 61K 577
VANGUARD INFORMATION TECHNOLOGY ETF 97K 170
VANGUARD GROWTH ETF ETF 127K 346
DIMENSIONAL WORLD EQUITY ETF 4K 68
DIMENSIONAL U S EQUITY ETF 26K 432
VANGUARD DIVIDEND APPRECIATION ETF 12K 62
DIMENSNL ULTRASHRT FIXED INCM ETF 26K 506
DIMENSIONAL US SUS CORE 1 ETF 62K 2K
DIMENSIONAL US SMALL CAP VALU ETF 67K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 69K 2K
VANGUARD GROWTH ETF ETF 79K 216
SCHWAB US DIVIDEND EQUITY ETF 3K 35
DIMENSIONAL WORLD EQUITY ETF 26K 427
VANGUARD SHORT TERM COR BD ETF 8K 106
DIMENSIONAL U S EQUITY ETF 41K 687
VANGUARD SHORT TERM COR BD ETF 28K 355
APPLE INC Common Stock 311K 1K
ADVANCED MICRO DEVICE IN Common Stock 289K 2K
CHIPOTLE MEXICAN GRL Common Stock 244K 4K
LIBERTY MEDIA CORP Common Stock 116K 1K
JETBLUE AIRWAYS CORP Common Stock 0 5K
LUCID GROUP INC Common Stock 66K 19K
LOCKHEED MARTIN CORP Common Stock 135K 250
MICROSOFT CORP Common Stock 0 1K
NETFLIX INC Common Stock 63K 0
NIKE INC CLASS B 0 1K
PALANTIR TECHNOLOGIES IN CLASS A 103K 4K
FERRARI N V F Common Stock 112K 271
RTX CORP Common Stock 117K 1K
SNOWFLAKE INC CLASS A 0 1K
VANGUARD ENERGY ETF ETF 131K 1K
ENERGY SELECT SECTOR SPDR ETF 93K 1K
EXXON MOBIL CORP Common Stock 237K 2K
ZOOM VIDEO COMMUNICATION CLASS A 0 3K
SCHWAB US DIVIDEND EQUITY ETF 1K 17
DIMENSIONAL WORLD EQUITY ETF 9K 139
VANGUARD GROWTH ETF ETF 8K 21
DIMENSIONAL SHRT DRT FXD INCM ETF 21K 435
DIMENSIONAL U S TARGETED VALUE ETF 50K 884
DIMENSIONAL WORLD EQUITY ETF 46K 747
DIMENSIONAL INTERNATIONAL VAL ETF 5K 146
DIMENSIONAL U S EQUITY ETF 4K 61
ISHARES 10-20 YEAR TSURY BOND ETF 4K 42
VANGUARD GROWTH ETF ETF 54K 148
DIMENSIONAL U S TARGETED VALUE ETF 15K 255
ISHARES CORE S&P 500 ETF 18K 32
DIMENSNL ULTRASHRT FIXED INCM ETF 4K 89
VANGUARD DIVIDEND APPRECIATION ETF 19K 98
VANGUARD GROWTH ETF ETF 35K 96
DIMENSIONAL EMERG CORE EQY MRKT ETF 46K 2K
DIMENSIONAL U S TARGETED VALUE ETF 16K 281
DIMENSIONAL WORLD EQUITY ETF 26K 423
VANGUARD GROWTH ETF ETF 21K 56
VANGUARD GROWTH ETF ETF 83K 226
AMAZON.COM INC Common Stock 367K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 3K 65
ALPHABET INC. CLASS A 103K 602
JETBLUE AIRWAYS CORP Common Stock 3K 500
SOUTHWEST AIRLINES Common Stock 136K 5K
MCDONALDS CORP Common Stock 28K 104
MC CORMICK & CO INC Common Stock 39K 509
REVANCE THERAPEUTICS Common Stock 378 100
VANGUARD DIVIDEND APPRECIATION ETF 15K 81
VANGUARD ULTRA SHORT BOND ETF 5K 102
DIMENSIONAL U S CORE EQUITY 2 ETF 151K 5K
DIMENSIONAL WLD EX US CR EQ 2 ETF 47K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 32K 850
DIMENSIONAL US HIGH PROFTBLTY ETF 60K 2K
VANGUARD GROWTH ETF ETF 136K 370
SCHWAB US DIVIDEND EQUITY ETF 5K 59
SCHWAB INTERNATIONAL DIVIDND EQY ETF 4K 158
DIMENSIONAL U S EQUITY ETF 104K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 49K 2K
SCHWAB US DIVIDEND EQUITY ETF 59K 719
DIMENSIONAL U S TARGETED VALUE ETF 25K 443
DIMENSIONAL US MARKETWIDE VALUE ETF 14K 329
VANGUARD ULTRA SHORT BOND ETF 1K 26
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 108
SPDR GOLD SHARES ETF ETF 3K 12
SCHWAB US DIVIDEND EQUITY ETF 3K 42
APPLE INC Common Stock 50K 226
CHEVRON CORP Common Stock 20K 127
DIMENSIONAL U S TARGETED VALUE ETF 54K 947
VANGUARD GROWTH ETF ETF 69K 188
VANGUARD GROWTH ETF ETF 7K 19
DIMENSIONAL U S CORE EQUITY 2 ETF 35K 1K
VANGUARD GROWTH ETF ETF 35K 96
VANGUARD ULTRA SHORT BOND ETF 12K 247
DIMENSIONAL U S SMALL CAP ETF 164K 3K
DIMENSIONAL U S TARGETED VALUE ETF 104K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 185K 7K
DIMENSIONAL INTERNATIONAL VAL ETF 142K 4K
DIMENSIONAL NATIONL MUNPL BND ETF 40K 841
DIMENSIONAL U S EQUITY ETF 178K 3K
VANGUARD SHORT TERM TREASURY ETF 52K 897
VANGUARD MUNI BND TAX EXEMPT ETF 71K 1K
VANGUARD VALUE ETF ETF 73K 433
VANGUARD GROWTH ETF ETF 69K 188
VANGUARD S&P 500 ETF ETF 112K 221
DIMENSIONAL U S TARGETED VALUE ETF 28K 484
SCHWAB US DIVIDEND EQUITY ETF 21K 250
VANGUARD DIVIDEND APPRECIATION ETF 37K 196
VANGUARD GROWTH ETF ETF 39K 106
VANGUARD ULTRA SHORT BOND ETF 1K 21
DIMENSIONAL U S EQUITY ETF 25K 423
SCHWAB US DIVIDEND EQUITY ETF 17K 206
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 160
VANGUARD ULTRA SHORT BOND ETF 8K 156
DIMENSIONAL U S CORE EQUITY 2 ETF 11K 318
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 112
DIMENSNL ULTRASHRT FIXED INCM ETF 4K 71
VANGUARD DIVIDEND APPRECIATION ETF 14K 75
DIMENSIONAL U S CORE EQUITY 2 ETF 9K 257
VANGUARD INFORMATION TECHNOLOGY ETF 7K 13
DIMENSIONAL U S TARGETED VALUE ETF 86K 2K
ISHARES CORE S&P 500 ETF 37K 67
VANGUARD SHORT TERM COR BD ETF 27K 340
VANGUARD SHORT TERM TREASURY ETF 26K 448
DIMENSIONAL U S CORE EQUITY 2 ETF 103K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 9K 85
VANGUARD SHORT TERM COR BD ETF 10K 129
VANGUARD DIVIDEND APPRECIATION ETF 36K 192
VANGUARD GROWTH ETF ETF 81K 221
DIMENSIONAL GLOBAL CREDIT ETF 5K 92
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
VANGUARD DIVIDEND APPRECIATION ETF 61K 321
ABBVIE INC Common Stock 186K 1K
ABBOTT LABORATORIES Common Stock 106K 1K
DIMENSIONAL U S TARGETED VALUE ETF 42K 736
DIMENSIONAL U S EQUITY ETF 164K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 50K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 51K 478
VANGUARD INFORMATION TECHNOLOGY ETF 48K 84
VANGUARD GROWTH ETF ETF 96K 260
DIMENSIONAL GLOBAL CREDIT ETF 34K 639
ISHARES CORE S&P 500 ETF 36K 65
VANGUARD ULTRA SHORT BOND ETF 26K 533
DIMENSIONAL INTERNATIONAL VAL ETF 30K 797
DIMENSIONAL US MARKETWIDE VALUE ETF 31K 749
VANGUARD GROWTH ETF ETF 56K 153
DIMENSIONAL US HIGH PROFTBLTY ETF 56K 2K
DIMENSIONAL U S CORE EQUITY 2 ETF 27K 801
DIMENSIONAL SHRT DRT FXD INCM ETF 6K 119
VANGUARD DIVIDEND APPRECIATION ETF 26K 139
VANGUARD GROWTH ETF ETF 21K 58
DIMENSIONAL U S CORE EQUITY 2 ETF 35K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 28K 1K
SCHWAB US DIVIDEND EQUITY ETF 28K 342
ISHARES 10-20 YEAR TSURY BOND ETF 31K 290
VANGUARD ULTRA SHORT BOND ETF 26K 521
VANGUARD SHORT TERM COR BD ETF 4K 52
DIMENSIONAL U S CORE EQUITY 2 ETF 37K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 314
SCHWAB US DIVIDEND EQUITY ETF 31K 378
VANGUARD SHORT TERM COR BD ETF 27K 350
DIMENSIONAL U S EQUITY ETF 41K 693
ABBVIE INC Common Stock 52K 280
ABBOTT LABORATORIES Common Stock 23K 213
DIMENSIONAL WORLD EQUITY ETF 25K 401
VANGUARD TOTAL WORLD STOCK ETF 5K 40
VANGUARD SHORT TERM COR BD ETF 74K 943
VANGUARD VALUE ETF ETF 66K 394
DIMENSIONAL U S CORE EQUITY 2 ETF 52K 2K
ISHARES US HEALTHCARE ETF 50K 789
DIMENSIONAL US SUS CORE 1 ETF 154K 4K
DIMENSIONAL WORLD EQUITY ETF 8K 134
DIMENSIONAL US REAL ESTATE ETF 57K 2K
DIMENSIONAL U S SMALL CAP ETF 145K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 112K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 106K 3K
DIMENSIONAL U S EQUITY ETF 492K 8K
ISHARES 10-20 YEAR TSURY BOND ETF 41K 384
VANGUARD DIVIDEND APPRECIATION ETF 121K 636
VANGUARD GROWTH ETF ETF 346K 941
VANGUARD SHORT TERM COR BD ETF 22K 277
SCHWAB US DIVIDEND EQUITY ETF 18K 213
ISHARES GOLD ETF ETF 22K 466
SCHWAB US DIVIDEND EQUITY ETF 25K 300
VANGUARD VALUE ETF ETF 35K 211
VANGUARD GROWTH ETF ETF 67K 181
DIMENSIONAL US SMALL CAP VALU ETF 30K 947
DIMENSIONAL U S EQUITY ETF 62K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 28K 864
MICROSOFT CORP Common Stock 88K 211
VANGUARD SHORT TERM COR BD ETF 19K 245
VANGUARD GROWTH ETF ETF 32K 87
DIMENSIONAL U S CORE EQUITY 2 ETF 14K 409
DIMENSIONAL U S CORE EQUITY 2 ETF 31K 926
PROCTER & GAMBLE Common Stock 778K 5K
ISHARES 10-20 YEAR TSURY BOND ETF 16K 147
DIMENSIONAL U S CORE EQUITY 2 ETF 18K 538
ISHARES 10-20 YEAR TSURY BOND ETF 20K 192
VANGUARD GROWTH ETF ETF 34K 93
DIMENSIONAL US CORE EQUITY MARKT ETF 5K 135
CHEVRON CORP Common Stock 31K 194
GENERAL DYNAMICS CO Common Stock 17K 57
LOCKHEED MARTIN CORP Common Stock 29K 54
VANGUARD SHORT TERM TREASURY ETF 2K 35
APPLE INC Common Stock 22K 101
CHEVRON CORP Common Stock 17K 105
NEXTERA ENERGY INC Common Stock 16K 208
TESLA INC Common Stock 14K 60
SCHWAB US DIVIDEND EQUITY ETF 9K 114
VANGUARD S&P 500 ETF ETF 15K 30
DIMENSIONAL U S TARGETED VALUE ETF 62K 1K
DIMENSIONAL WORLD EQUITY ETF 31K 502
DIMENSIONAL U S EQUITY ETF 87K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 56K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 15K 139
VANGUARD INFORMATION TECHNOLOGY ETF 38K 67
VANGUARD GROWTH ETF ETF 64K 175
SCHWAB US DIVIDEND EQUITY ETF 17K 208
DIMENSIONAL US SMALL CAP VALU ETF 41K 1K
VANGUARD GROWTH ETF ETF 38K 104
VANGUARD SHORT TERM COR BD ETF 102 1
VANGUARD SHORT TERM TREASURY ETF 15K 258
VANGUARD GROWTH ETF ETF 37K 100
DIMENSIONAL US HIGH PROFTBLTY ETF 24K 738
DIMENSIONAL U S CORE EQUITY 2 ETF 269K 8K
DIMENSIONAL U S TARGETED VALUE ETF 120K 2K
DIMENSIONAL WORLD EQUITY ETF 236K 4K
DIMENSIONAL U S EQUITY ETF 304K 5K
DIMENSIONAL US HIGH PROFTBLTY ETF 306K 9K
DIMENSNL ULTRASHRT FIXED INCM ETF 104K 2K
ISHARES GOLD ETF ETF 135K 3K
VANGUARD GROWTH ETF ETF 673K 2K
ISHARES CORE S&P 500 ETF 72K 129
DIMENSIONAL US CORE EQUITY MARKT ETF 53K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 7K 67
DIMENSIONAL U S EQUITY ETF 7K 111
DIMENSIONAL U S CORE EQUITY 2 ETF 9K 259
DIMENSIONAL INTERN CORE EQT MKT ETF 8K 270
DIMENSIONAL U S EQUITY ETF 58K 963
DIMENSIONAL US HIGH PROFTBLTY ETF 116K 4K
VANGUARD ULTRA SHORT BOND ETF 33K 659
SCHWAB US DIVIDEND EQUITY ETF 4K 44
SCHWAB INTERNATIONAL DIVIDND EQY ETF 3K 110
VANGUARD SHORT TERM COR BD ETF 1K 19
DIMENSIONAL US HIGH PROFTBLTY ETF 53K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 34K 673
VANGUARD ULTRA SHORT BOND ETF 34K 687
DIMENSIONAL WORLD EQUITY ETF 9K 154
SCHWAB US DIVIDEND EQUITY ETF 21 0
DIMENSIONAL WORLD EQUITY ETF 8K 135
VANGUARD GROWTH ETF ETF 6K 16
DIMENSIONAL WORLD EQUITY ETF 11K 171
VANGUARD SHORT TERM COR BD ETF 7K 86
VANGUARD SHORT TERM TREASURY ETF 41K 703
COSTCO WHOLESALE CO Common Stock 43K 52
DIMENSIONL US LARGE CAP VALUE ETF 41K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 25K 492
DIMENSIONL US LARGE CAP VALUE ETF 37K 1K
DIMENSIONAL U S TARGETED VALUE ETF 48K 839
DIMENSIONAL US SUS CORE 1 ETF 42K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 40K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 603 9
ISHARES SEMICONDUCTOR ETF 28K 118
VANGUARD ENERGY ETF ETF 23K 173
VANGUARD SHORT TERM TREASURY ETF 7 0
VANGUARD INFORMATION TECHNOLOGY ETF 39K 68
VANGUARD GROWTH ETF ETF 70K 192
DIMENSNL ULTRASHRT FIXED INCM ETF 32K 629
ISHARES GOLD ETF ETF 19K 400
DIMENSIONAL US CORE EQUITY MARKT ETF 6K 165
DIMENSIONAL WLD EX US CR EQ 2 ETF 9K 362
SCHWAB US DIVIDEND EQUITY ETF 11K 136
VANGUARD S&P 500 ETF ETF 10K 20
DIMENSIONAL U S TARGETED VALUE ETF 19K 341
DIMENSIONAL US HIGH PROFTBLTY ETF 16K 491
VANGUARD GROWTH ETF ETF 24K 66
DIMENSIONAL U S EQUITY ETF 16K 270
VANGUARD SHORT TERM TREASURY ETF 21K 357
VANGUARD DIVIDEND APPRECIATION ETF 11K 56
VANGUARD ULTRA SHORT BOND ETF 7K 137
DIMENSIONAL U S CORE EQUITY 2 ETF 13K 395
ISHARES 10-20 YEAR TSURY BOND ETF 20K 187
VANGUARD GROWTH ETF ETF 15K 42
DIMENSIONAL WORLD EQUITY ETF 60K 975
VANGUARD DIVIDEND APPRECIATION ETF 39K 207
VANGUARD S&P 500 ETF ETF 20K 40
VANGUARD GROWTH ETF ETF 67K 183
DIMENSIONAL U S CORE EQUITY 2 ETF 16K 483
DIMENSNL ULTRASHRT FIXED INCM ETF 11K 215
DIMENSIONAL U S CORE EQUITY 2 ETF 170K 5K
DIMENSIONAL US REAL ESTATE ETF 43K 2K
DIMENSIONAL U S TARGETED VALUE ETF 107K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 98K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 43K 1K
DIMENSIONAL NATIONL MUNPL BND ETF 50K 1K
VANGUARD SHORT TERM TREASURY ETF 91K 2K
VANGUARD MUNI BND TAX EXEMPT ETF 25K 497
VANGUARD VALUE ETF ETF 68K 405
VANGUARD GROWTH ETF ETF 85K 231
ISHARES GOLD ETF ETF 9K 200
VANGUARD SHORT TERM TREASURY ETF 8K 142
VANGUARD GROWTH ETF ETF 17K 47
ISHARES MSCI GLO GOLD MINERS ETF 13K 420
SCHWAB US DIVIDEND EQUITY ETF 20K 240
VANGUARD SHORT TERM COR BD ETF 11K 143
DIMENSIONAL U S TARGETED VALUE ETF 50K 883
DIMENSIONAL WORLD EQUITY ETF 102K 2K
DIMENSIONAL U S EQUITY ETF 254K 4K
DIMENSIONAL US MARKETWIDE VALUE ETF 30K 729
ISHARES 10-20 YEAR TSURY BOND ETF 51K 477
ISHARES 20 PLS YEAR TREASURY BND ETF 40K 426
VANGUARD INTRMDIAT TRM TRSRY ETF 30K 507
VANGUARD INFORMATION TECHNOLOGY ETF 52K 91
VANGUARD GROWTH ETF ETF 51K 139
DIMENSIONAL U S CORE EQUITY 2 ETF 240K 7K
DIMENSIONAL U S TARGETED VALUE ETF 185K 3K
DIMENSIONAL WLD EX US CR EQ 2 ETF 317K 12K
DIMENSIONAL INTERNATIONAL VAL ETF 91K 2K
DIMENSIONAL NATIONL MUNPL BND ETF 101K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 388K 9K
DIMENSIONAL US LRGE CP VCTR ETF 84K 1K
WALT DISNEY CO Common Stock 28K 302
MICROCHIP TECHNOLOGY Common Stock 119K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 49K 462
VANGUARD INFORMATION TECHNOLOGY ETF 218K 384
VANGUARD MUNI BND TAX EXEMPT ETF 101K 2K
VANGUARD GROWTH ETF ETF 416K 1K
WELLTOWER INC REIT 23K 205
DIMENSIONAL U S EQUITY ETF 35K 582
VANGUARD GROWTH ETF ETF 44K 120
DIMENSIONAL WORLD EQUITY ETF 247 4
DIMENSIONAL U S CORE EQUITY 2 ETF 257K 8K
DIMENSIONAL INTERN CORE EQT MKT ETF 57K 2K
DIMENSIONAL WORLD EQUITY ETF 62K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 56K 2K
DIMENSIONAL US SMALL CAP VALU ETF 65K 2K
DIMENSIONAL U S EQUITY ETF 245K 4K
ISHARES 10-20 YEAR TSURY BOND ETF 71K 669
ISHARES 20 PLS YEAR TREASURY BND ETF 62K 653
VANGUARD INFORMATION TECHNOLOGY ETF 202K 355
VANGUARD VALUE ETF ETF 84K 500
VANGUARD GROWTH ETF ETF 174K 473
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL U S EQUITY ETF 38K 629
DIMENSIONAL US MARKETWIDE VALUE ETF 59K 1K
ISHARES CORE S&P 500 ETF 120K 216
ISHARES 20 PLS YEAR TREASURY BND ETF 43K 459
VANGUARD SMALL CAP GROWTH ETF 34K 130
VANGUARD INTRMDIAT TRM TRSRY ETF 12K 204
VANGUARD VALUE ETF ETF 71K 420
VANGUARD GROWTH ETF ETF 48K 132
VANGUARD ULTRA SHORT BOND ETF 36K 715
DIMENSIONAL WORLD EQUITY ETF 41K 660
DIMENSNL ULTRASHRT FIXED INCM ETF 5K 93
VANGUARD GROWTH ETF ETF 15K 40
DIMENSIONAL U S TARGETED VALUE ETF 11K 187
VANGUARD GROWTH ETF ETF 17K 45
VANGUARD ULTRA SHORT BOND ETF 10K 206
SCHWAB US DIVIDEND EQUITY ETF 12K 145
VANGUARD GROWTH ETF ETF 3K 8
DIMENSIONAL WORLD EQUITY ETF 17K 270
DIMENSIONAL GLOBAL CREDIT ETF 5K 93
DIMENSIONAL US CORE EQUITY MARKT ETF 9K 231
DIMENSIONAL US HIGH PROFTBLTY ETF 32K 997
ISHARES IBOXX HIGH YIELD BOND ETF 31K 388
SCHWAB US DIVIDEND EQUITY ETF 36K 437
VANGUARD SHORT TERM COR BD ETF 16K 211
DIMENSIONAL U S CORE EQUITY 2 ETF 34K 1K
DIMENSIONL US LARGE CAP VALUE ETF 21K 698
DIMENSIONAL U S EQUITY ETF 42K 705
VANGUARD SHORT TERM TREASURY ETF 16K 268
VANGUARD S&P 500 ETF ETF 30K 59
VANGUARD ULTRA SHORT BOND ETF 32K 645
SCHWAB US DIVIDEND EQUITY ETF 56K 677
SCHWAB INTERNATIONAL DIVIDND EQY ETF 37K 1K
VANGUARD SHORT TERM COR BD ETF 11K 137
VANGUARD S&P 500 ETF ETF 61K 120
DIMENSIONAL U S CORE EQUITY 2 ETF 352K 11K
DIMENSIONAL U S TARGETED VALUE ETF 117K 2K
DIMENSIONAL GLOBAL CREDIT ETF 44K 824
DIMENSIONAL US HIGH PROFTBLTY ETF 88K 3K
ISHARES GOLD ETF ETF 93K 2K
VANGUARD GROWTH ETF ETF 253K 689
DIMENSIONAL US CORE EQUITY MARKT ETF 25K 652
DIMENSIONAL US HIGH PROFTBLTY ETF 22K 681
SCHWAB US DIVIDEND EQUITY ETF 23K 280
VANGUARD SHORT TERM COR BD ETF 50K 637
VANGUARD ENERGY ETF ETF 15K 113
VANGUARD DIVIDEND APPRECIATION ETF 16K 87
VANGUARD UTILITIES ETF ETF 12K 78
VANGUARD HIGH DIVIDEND YIELD ETF 17K 134
DIMENSIONAL U S EQUITY ETF 55K 911
SCHWAB US DIVIDEND EQUITY ETF 35K 420
VANGUARD SHORT TERM COR BD ETF 11K 140
VANGUARD ULTRA SHORT BOND ETF 2K 32
DIMENSIONAL U S TARGETED VALUE ETF 16K 277
DIMENSIONAL INTERNATIONAL VAL ETF 22K 578
VANGUARD SHORT TERM COR BD ETF 35K 450
VANGUARD VALUE ETF ETF 44K 264
DIMENSIONAL U S SMALL CAP ETF 14K 208
DIMENSIONAL U S EQUITY ETF 12K 202
VANGUARD SHORT TERM COR BD ETF 32K 406
INVESCO UNIT TRUSTS UNIT 62 MONTHLY CASH 4K 4
AMAZON.COM INC Common Stock 19K 100
DIMENSIONAL US SMALL CAP VALU ETF 28K 883
DIMENSIONAL U S EQUITY ETF 62K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 34K 815
VANGUARD SMALL CAP ETF ETF 44K 188
VANGUARD GROWTH ETF ETF 26K 71
DIMENSIONAL U S EQUITY ETF 31K 520
SCHWAB US DIVIDEND EQUITY ETF 23K 273
VANGUARD SHORT TERM COR BD ETF 24K 304
VANGUARD SHORT TERM TREASURY ETF 26K 448
DIMENSIONAL US HIGH PROFTBLTY ETF 96K 3K
PEPSICO INC Common Stock 31K 178
DIMENSIONAL INTERNATIONAL VAL ETF 60K 2K
SPDR GOLD SHARES ETF ETF 36K 160
SCHWAB US DIVIDEND EQUITY ETF 55K 664
VANGUARD SHORT TERM TREASURY ETF 47K 811
VANGUARD INFORMATION TECHNOLOGY ETF 84K 147
VANGUARD DIVIDEND APPRECIATION ETF 60K 314
VANGUARD GROWTH ETF ETF 83K 226
VANGUARD ULTRA SHORT BOND ETF 52K 1K
SPDR S&P METALS & MINING ETF 33K 512
SCHWAB US DIVIDEND EQUITY ETF 5K 55
DIMENSIONAL U S TARGETED VALUE ETF 40K 700
DIMENSIONAL WLD EX US CR EQ 2 ETF 31K 1K
DIMENSIONAL U S EQUITY ETF 45K 749
ISHARES CORE S&P 500 ETF 37K 67
ISHARES 10-20 YEAR TSURY BOND ETF 13K 122
VANGUARD GROWTH ETF ETF 18K 50
VANGUARD SHORT TERM TREASURY ETF 6K 95
VANGUARD SHORT TERM TREASURY ETF 33K 563
VANGUARD ULTRA SHORT BOND ETF 9K 179
DIMENSIONAL WORLD EQUITY ETF 5K 86
DIMENSNL ULTRASHRT FIXED INCM ETF 1K 29
DIMENSIONAL US HIGH PROFTBLTY ETF 13K 384
DIMENSIONAL U S EQUITY ETF 901 15
DIMENSIONAL U S EQUITY ETF 8K 129
SCHWAB US DIVIDEND EQUITY ETF 6K 78
DIMENSIONAL WLD EX US CR EQ 2 ETF 10K 375
DIMENSIONAL U S EQUITY ETF 9K 145
VANGUARD SHORT TERM COR BD ETF 17K 221
VANGUARD SHORT TERM TREASURY ETF 23K 395
VANGUARD VALUE ETF ETF 42K 250
DIMENSIONAL WORLD EQUITY ETF 77K 1K
DIMENSIONAL U S EQUITY ETF 190K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 31K 294
ISHARES 20 PLS YEAR TREASURY BND ETF 21K 219
VANGUARD INFORMATION TECHNOLOGY ETF 43K 76
VANGUARD DIVIDEND APPRECIATION ETF 34K 180
VANGUARD GROWTH ETF ETF 189K 516
VANGUARD GROWTH ETF ETF 61K 166
DIMENSIONAL WORLD EQUITY ETF 61K 998
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
VANGUARD ULTRA SHORT BOND ETF 51K 1K
VANGUARD SHORT TERM TREASURY ETF 3K 50
VANGUARD GROWTH ETF ETF 38K 105
AMAZON.COM INC Common Stock 460K 2K
CHIPOTLE MEXICAN GRL Common Stock 79K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 45K 1K
HOME DEPOT INC Common Stock 47K 128
CLOUDFLARE INC CLASS A 2K 30
APPLE INC Common Stock 469K 2K
CROWDSTRIKE HLDGS INC CLASS A 6K 25
ALPHABET INC. CLASS C 87K 501
ALPHABET INC. CLASS A 86K 501
THE GOLDMAN SACHS GROUP Common Stock 116K 229
MICROSOFT CORP Common Stock 349K 835
PALO ALTO NETWORKS Common Stock 10K 31
RTX CORP Common Stock 16K 138
CHARLES SCHWAB CORP Common Stock 2K 33
SUPER MICRO COMPUTER Common Stock 14K 20
APPLE INC Common Stock 178K 800
AMAZON.COM INC Common Stock 408K 2K
ARM HLDGS PLC F UNSPONSORED ADR 8K 54
META PLATFORMS INC CLASS A 66K 138
NVIDIA CORP Common Stock 11K 90
ARM HLDGS PLC F UNSPONSORED ADR 2K 15
DIMENSIONAL U S TARGETED VALUE ETF 31K 539
ALPHABET INC. CLASS C 364K 2K
ALPHABET INC. CLASS A 343K 2K
META PLATFORMS INC CLASS A 114K 240
THE TRADE DESK INC CLASS A 72K 800
VISA INC CLASS A 248K 934
APPLE INC Common Stock 5K 23
AMAZON.COM INC Common Stock 748 4
DIMENSIONAL U S EQUITY ETF 2K 34
PLUG POWER INC Common Stock 114 46
PATTERSON UTI ENERGY Common Stock 330 30
VANGUARD SHORT TERM TREASURY ETF 2K 35
DIMENSIONAL WORLD EQUITY ETF 3K 44
DIMENSIONAL US HIGH PROFTBLTY ETF 41K 1K
VANGUARD SHORT TERM COR BD ETF 25K 325
VANGUARD SHORT TERM TREASURY ETF 160K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 18K 564
VANGUARD SHORT TERM TREASURY ETF 7K 115
VANGUARD GROWTH ETF ETF 19K 51
VANGUARD ULTRA SHORT BOND ETF 1K 27
DIMENSIONAL U S EQUITY ETF 4K 60
VANGUARD SHORT TERM TREASURY ETF 3K 55
DIMENSIONAL US SUS CORE 1 ETF 196K 5K
DIMENSIONAL U S EQUITY ETF 37K 623
SCHWAB US DIVIDEND EQUITY ETF 28K 333
VANGUARD SHORT TERM COR BD ETF 20K 253
DIMENSIONAL U S EQUITY ETF 49K 819
VANGUARD GROWTH ETF ETF 47K 128
DIMENSIONAL WLD EX US CR EQ 2 ETF 69K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 47K 1K
DIMENSIONAL US SMALL CAP VALU ETF 64K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 19K 368
ISHARES GOLD ETF ETF 69K 2K
GLOBAL X URANIUM ETF ETF 37K 1K
VANGUARD VALUE ETF ETF 108K 640
VANGUARD GROWTH ETF ETF 262K 713
SCHWAB US DIVIDEND EQUITY ETF 17K 203
STRYKER CORP Common Stock 7K 21
DIMENSIONAL US HIGH PROFTBLTY ETF 20K 623
ISHARES SEMICONDUCTOR ETF 13K 57
VANGUARD S&P 500 ETF ETF 31K 61
VANGUARD GROWTH ETF ETF 22K 60
DIMENSIONAL US LRGE CP VCTR ETF 21K 324
DIMENSIONAL GLOBAL CREDIT ETF 16K 293
VANGUARD INTRMDIAT TRM TRSRY ETF 19K 315
VANGUARD GROWTH ETF ETF 49K 133
VANGUARD GROWTH ETF ETF 17K 47
DIMENSIONAL US HIGH PROFTBLTY ETF 70K 2K
VANGUARD ULTRA SHORT BOND ETF 8K 166
VANGUARD SHORT TERM TREASURY ETF 14K 236
VANGUARD GROWTH ETF ETF 17K 47
DIMENSIONAL WORLD EQUITY ETF 4K 72
CHEVRON CORP Common Stock 26K 160
DIMENSIONAL U S EQUITY ETF 60K 1K
EQT CORP Common Stock 50K 1K
ALPHABET INC. CLASS A 17K 100
ISHARES S&P SMLL CAP 600 GRTH ETF 5 0
J P MORGAN CHASE & CO Common Stock 66K 312
MICROSOFT CORP Common Stock 21K 51
PALANTIR TECHNOLOGIES IN CLASS A 3K 125
PHILLIPS 66 Common Stock 31K 213
VANGUARD GROWTH ETF ETF 104K 284
DIMENSIONAL U S CORE EQUITY 2 ETF 17K 517
ISHARES MSCI GLO GOLD MINERS ETF 13K 430
DIMENSIONAL WORLD EQUITY ETF 4K 62
DIMENSIONAL U S CORE EQUITY 2 ETF 7K 205
DIMENSIONAL U S EQUITY ETF 7K 121
DIMENSIONAL U S EQUITY ETF 130K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 66K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 40K 382
VANGUARD SHORT TERM TREASURY ETF 21K 359
VANGUARD INFORMATION TECHNOLOGY ETF 28K 50
VANGUARD GROWTH ETF ETF 36K 98
DIMENSIONAL U S CORE EQUITY 2 ETF 20K 613
DIMENSIONAL US HIGH PROFTBLTY ETF 27K 819
VANGUARD GROWTH ETF ETF 11K 29
DIMENSNL ULTRASHRT FIXED INCM ETF 53K 1K
VANGUARD GROWTH ETF ETF 68K 184
DIMENSIONAL U S TARGETED VALUE ETF 30K 519
DIMENSIONAL U S EQUITY ETF 143K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 22K 525
VANGUARD SHORT TERM TREASURY ETF 11K 180
VANGUARD GROWTH ETF ETF 110K 299
CSX CORP Common Stock 147K 4K
DIMENSIONAL U S TARGETED VALUE ETF 66K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 56K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 58K 2K
DIMENSIONAL U S EQUITY ETF 98K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 126K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 83K 3K
VANGUARD SHORT TERM COR BD ETF 27K 341
VANGUARD SHORT TERM TREASURY ETF 26K 449
VANGUARD GROWTH ETF ETF 149K 406
DIMENSIONAL US HIGH PROFTBLTY ETF 65K 2K
ISHARES GOLD ETF ETF 23K 500
SCHWAB US DIVIDEND EQUITY ETF 35K 429
VANGUARD GROWTH ETF ETF 66K 180
VANGUARD ULTRA SHORT BOND ETF 11K 211
VANGUARD SHORT TERM COR BD ETF 20K 251
VANGUARD TOTAL STOCK MARKET ETF 28K 101
VANGUARD GROWTH ETF ETF 25K 67
DIMENSIONAL WORLD EQUITY ETF 309 5
DIMENSNL ULTRASHRT FIXED INCM ETF 18K 347
ISHARES 10-20 YEAR TSURY BOND ETF 23K 218
VANGUARD SHORT TERM TREASURY ETF 28K 479
DIMENSIONAL U S TARGETED VALUE ETF 24K 417
DIMENSIONAL WORLD EQUITY ETF 24K 385
DIMENSIONAL US SUS CORE 1 ETF 36K 1K
DIMENSIONAL INTERN SMALL CAP VL ETF 12K 415
DIMENSNL ULTRASHRT FIXED INCM ETF 9K 174
DIMENSIONAL WORLD EQUITY ETF 5K 74
DIMENSIONAL U S SMALL CAP ETF 19K 293
MICROSOFT CORP Common Stock 30K 71
A T & T INC Common Stock 19K 985
VANGUARD SHORT TERM COR BD ETF 19K 237
ABBOTT LABORATORIES Common Stock 39K 367
DIMENSIONAL U S CORE EQUITY 2 ETF 281K 8K
DIMENSIONAL U S TARGETED VALUE ETF 62K 1K
MICROSOFT CORP Common Stock 132K 314
VANGUARD DIVIDEND APPRECIATION ETF 49K 259
VANGUARD TOTAL WORLD STOCK ETF 46K 399
VANGUARD GROWTH ETF ETF 105K 286
DIMENSIONAL U S CORE EQUITY 2 ETF 32K 950
SCHWAB US DIVIDEND EQUITY ETF 18K 219
VANGUARD SHORT TERM COR BD ETF 12K 155
DIMENSIONAL U S SMALL CAP ETF 10K 151
DIMENSIONAL CORE FIXED INCOME ETF 6K 145
VANGUARD SHORT TERM COR BD ETF 34K 437
DIMENSNL ULTRASHRT FIXED INCM ETF 32K 638
ISHARES 10-20 YEAR TSURY BOND ETF 30K 287
VANGUARD INTRMDIAT TRM TRSRY ETF 12K 197
VANGUARD GROWTH ETF ETF 39K 107
DIMENSIONAL US HIGH PROFTBLTY ETF 84K 3K
VANGUARD GROWTH ETF ETF 33K 91
DIMENSIONAL US HIGH PROFTBLTY ETF 45K 1K
SCHWAB US DIVIDEND EQUITY ETF 42K 506
VANGUARD SHORT TERM COR BD ETF 26K 331
SCHWAB US DIVIDEND EQUITY ETF 21K 253
VANGUARD SHORT TERM COR BD ETF 22K 277
VANGUARD SHORT TERM TREASURY ETF 9K 159
VANGUARD VALUE ETF ETF 18K 107
DIMENSIONAL U S CORE EQUITY 2 ETF 110K 3K
DIMENSIONAL U S TARGETED VALUE ETF 56K 977
DIMENSIONAL US LRGE CP VCTR ETF 53K 838
ISHARES 10-20 YEAR TSURY BOND ETF 27K 256
VANGUARD GROWTH ETF ETF 56K 153
VANGUARD ULTRA SHORT BOND ETF 25K 512
VANGUARD SHORT TERM COR BD ETF 24K 304
VANGUARD DIVIDEND APPRECIATION ETF 19K 100
VANGUARD GROWTH ETF ETF 35K 96
DIMENSIONAL U S EQUITY ETF 59K 985
ISHARES CORE MSCI TOTL INTL STCK ETF 753 11
ISHARES 10-20 YEAR TSURY BOND ETF 16K 147
VANGUARD INTRMDIAT TRM TRSRY ETF 26K 429
VANGUARD GROWTH ETF ETF 44K 120
DIMENSIONAL SHRT DRT FXD INCM ETF 8K 174
VANGUARD SHORT TERM COR BD ETF 124 2
VANGUARD SHORT TERM TREASURY ETF 18K 308
VANGUARD GROWTH ETF ETF 107K 291
DIMENSIONAL SHRT DRT FXD INCM ETF 10K 215
DIMENSIONAL U S EQUITY ETF 39K 648
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 311
VANGUARD ULTRA SHORT BOND ETF 29K 577
ISHARES 10-20 YEAR TSURY BOND ETF 57K 540
VANGUARD INFORMATION TECHNOLOGY ETF 46K 81
VANGUARD GROWTH ETF ETF 66K 180
VANGUARD ULTRA SHORT BOND ETF 130 3
DIMENSIONAL U S TARGETED VALUE ETF 32K 558
DIMENSIONAL INTERNATIONAL VAL ETF 14K 385
SCHWAB US DIVIDEND EQUITY ETF 30K 366
VANGUARD SHORT TERM COR BD ETF 48K 617
VANGUARD SHORT TERM TREASURY ETF 47K 809
VANGUARD S&P 500 ETF ETF 59K 116
VANGUARD TOTAL WORLD STOCK ETF 62K 541
DIMENSIONAL U S CORE EQUITY 2 ETF 298K 9K
DIMENSIONAL U S TARGETED VALUE ETF 108K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 27K 1K
DIMENSIONAL US SMALL CAP VALU ETF 29K 918
DIMENSIONAL U S EQUITY ETF 57K 950
RIVIAN AUTOMOTIVE INC CLASS A 24K 1K
VANGUARD INTRMDIAT TRM TRSRY ETF 59K 995
VANGUARD GROWTH ETF ETF 162K 441
DIMENSIONAL U S TARGETED VALUE ETF 32K 555
DIMENSIONAL U S EQUITY ETF 70K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 90K 2K
ISHARES CORE S&P 500 ETF 73K 132
VANGUARD SHORT TERM COR BD ETF 58K 744
VANGUARD SHORT TERM TREASURY ETF 16K 269
VANGUARD SHORT INFLATION PROT ETF IV 26K 544
DIMENSIONAL U S TARGETED VALUE ETF 28K 492
DIMENSIONAL WLD EX US CR EQ 2 ETF 48K 2K
WALT DISNEY CO Common Stock 29K 306
MCDONALDS CORP Common Stock 20K 75
VANGUARD VALUE ETF ETF 57K 337
VANGUARD GROWTH ETF ETF 48K 130
DIMENSIONAL US HIGH PROFTBLTY ETF 18K 547
DIMENSIONAL US MARKETWIDE VALUE ETF 13K 309
DIMENSIONAL US HIGH PROFTBLTY ETF 50K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 23K 216
DIMENSIONAL US SMALL CAP VALU ETF 12K 371
DIMENSIONAL US HIGH PROFTBLTY ETF 59K 2K
SCHWAB US DIVIDEND EQUITY ETF 42K 504
VANGUARD SHORT TERM COR BD ETF 15K 193
VANGUARD SHORT TERM TREASURY ETF 52K 895
VANGUARD S&P 500 ETF ETF 56K 112
DIMENSIONAL US CORE EQUITY MARKT ETF 65K 2K
DIMENSIONAL WORLD EQUITY ETF 88K 1K
VANGUARD INFORMATION TECHNOLOGY ETF 26K 45
VANGUARD GROWTH ETF ETF 24K 66
DIMENSIONAL U S CORE EQUITY 2 ETF 39K 1K
DIMENSIONAL US SUS CORE 1 ETF 88K 2K
NVIDIA CORP Common Stock 12K 105
SCHWAB US DIVIDEND EQUITY ETF 34K 415
VANGUARD DIVIDEND APPRECIATION ETF 8K 43
VANGUARD ULTRA SHORT BOND ETF 8K 166
QUANTUM FUEL SYS INC XXX BANKRUPTCY 0 1
AMAZON.COM INC Common Stock 37K 200
BAYER AG F SPONSORED ADR 746 100
BIOGEN INC Common Stock 2K 10
CELLDEX THERAPEUTICS Common Stock 191 5
GERON CORP Common Stock 7K 2K
LINEAGE CELL THERAPEUTIC Common Stock 45 44
LEIDOS HOLDINGS INC Common Stock 9K 65
LOCKHEED MARTIN CORP Common Stock 50K 92
MICROSOFT CORP Common Stock 42K 100
OATLY GROUP AB F UNSPONSORED ADR 987 1K
PANACOS PHARMACEUTIC Common Stock 0 100
PLUG POWER INC Common Stock 2K 1K
PROSHARES ULTRAPRO SHT DW 30 ETF 4K 250
ISHARES SILVER TRUST ETF 132K 5K
UNITED AIRLINES HLDGS ETF 91 2
DIMENSIONAL U S SMALL CAP ETF 17K 259
DIMENSIONAL US HIGH PROFTBLTY ETF 26K 805
SCHWAB US DIVIDEND EQUITY ETF 28K 335
DIMENSIONAL WORLD EQUITY ETF 66K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 26K 805
DIMENSIONAL U S CORE EQUITY 2 ETF 2K 62
DIMENSNL ULTRASHRT FIXED INCM ETF 28K 544
DIMENSIONAL US REAL ESTATE ETF 34K 1K
DIMENSIONAL U S TARGETED VALUE ETF 58K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 48K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 33K 891
ISHARES CORE S&P 500 ETF 97K 176
VANGUARD SHORT TERM TREASURY ETF 109K 2K
VANGUARD GROWTH ETF ETF 99K 268
DIMENSIONAL U S CORE EQUITY 2 ETF 50K 2K
DIMENSIONAL U S TARGETED VALUE ETF 53K 936
DIMENSIONAL US MARKETWIDE VALUE ETF 52K 1K
VANGUARD DIVIDEND APPRECIATION ETF 42K 220
VANGUARD GROWTH ETF ETF 48K 130
DIMENSIONAL WORLD EQUITY ETF 2K 27
DIMENSIONAL U S EQUITY ETF 11K 177
SCHWAB US DIVIDEND EQUITY ETF 16K 188
VANGUARD SHORT TERM COR BD ETF 22K 279
VANGUARD ULTRA SHORT BOND ETF 45K 913
DIMENSIONAL U S TARGETED VALUE ETF 14K 251
DIMENSIONAL WORLD EQUITY ETF 66K 1K
DIMENSIONAL U S EQUITY ETF 89K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 12K 246
VANGUARD GROWTH ETF ETF 21K 58
VANGUARD ULTRA SHORT BOND ETF 20K 398
DIMENSIONAL WORLD EQUITY ETF 7K 119
DIMENSIONAL GLOBAL CREDIT ETF 21K 396
VANGUARD SMALL CAP ETF ETF 96K 412
VANGUARD SHORT TERM TREASURY ETF 19K 328
DIMENSIONAL U S TARGETED VALUE ETF 47K 816
DIMENSIONAL US HIGH PROFTBLTY ETF 35K 1K
VANGUARD SHORT TERM TREASURY ETF 19K 333
VANGUARD GROWTH ETF ETF 56K 152
DIMENSIONAL U S CORE EQUITY 2 ETF 6K 186
DIMENSIONAL US SUS CORE 1 ETF 77K 2K
DIMENSIONAL US SMALL CAP VALU ETF 58K 2K
VANGUARD VALUE ETF ETF 57K 336
VANGUARD GROWTH ETF ETF 59K 162
DIMENSIONAL US HIGH PROFTBLTY ETF 84K 3K
DIMENSIONAL US REAL ESTATE ETF 21K 881
DIMENSIONAL U S TARGETED VALUE ETF 38K 673
DIMENSIONAL WORLD EQUITY ETF 39K 629
DIMENSIONAL US MARKETWIDE VALUE ETF 40K 956
DIMENSIONAL GLOBAL CREDIT ETF 10K 186
VANGUARD MUNI BND TAX EXEMPT ETF 7K 129
DIMENSIONAL U S CORE EQUITY 2 ETF 36K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 35K 697
ISHARES 10-20 YEAR TSURY BOND ETF 12K 112
VANGUARD SHORT TERM TREASURY ETF 41K 706
VANGUARD ULTRA SHORT BOND ETF 10K 209
ISHARES CORE S&P 500 ETF 11K 19
SCHWAB US DIVIDEND EQUITY ETF 6K 70
VANGUARD SMALL CAP ETF ETF 3K 14
DIMENSIONAL U S CORE EQUITY 2 ETF 123K 4K
DIMENSIONAL U S TARGETED VALUE ETF 126K 2K
DIMENSIONAL WORLD EQUITY ETF 301K 5K
DIMENSIONAL NATIONL MUNPL BND ETF 47K 984
DIMENSIONAL US SMALL CAP VALU ETF 95K 3K
DIMENSIONAL U S EQUITY ETF 351K 6K
DIMENSIONAL GLOBAL CREDIT ETF 88K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
ISHARES SHORT TERM NTNL MUN BND ETF 65K 615
ISHARES 20 PLS YEAR TREASURY BND ETF 104K 1K
VANGUARD MUNI BND TAX EXEMPT ETF 52K 1K
VANGUARD VALUE ETF ETF 34K 203
VANGUARD GROWTH ETF ETF 112K 304
DIMENSIONAL US CORE EQUITY MARKT ETF 109K 3K
DIMENSIONAL US SMALL CAP VALU ETF 15K 480
VANGUARD GROWTH ETF ETF 39K 107
DIMENSIONAL U S CORE EQUITY 2 ETF 52K 2K
VANGUARD GROWTH ETF ETF 76K 207
DIMENSIONAL U S TARGETED VALUE ETF 58K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 93K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 40K 1K
DIMENSIONL US LARGE CAP VALUE ETF 54K 2K
VANGUARD S&P 500 ETF ETF 46K 92
VANGUARD GROWTH ETF ETF 89K 243
DIMENSIONAL U S CORE EQUITY 2 ETF 234 7
VANGUARD DIVIDEND APPRECIATION ETF 2K 10
DIMENSIONAL US HIGH PROFTBLTY ETF 16K 507
VANGUARD DIVIDEND APPRECIATION ETF 10K 50
VANGUARD GROWTH ETF ETF 10K 27
DIMENSIONAL U S CORE EQUITY 2 ETF 64K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 596 9
VANGUARD INTRMDIAT TRM TRSRY ETF 11K 189
VANGUARD INFORMATION TECHNOLOGY ETF 19K 34
VANGUARD GROWTH ETF ETF 30K 82
DIMENSIONAL U S TARGETED VALUE ETF 16K 281
DIMENSIONAL U S TARGETED VALUE ETF 17K 298
VANGUARD VALUE ETF ETF 21K 124
DIMENSIONAL U S EQUITY ETF 2K 38
DIMENSIONAL U S EQUITY ETF 721 12
SEARS HLDGS CORP XXX BANKRUPTCY 0 31
DIMENSIONAL U S TARGETED VALUE ETF 261K 5K
DIMENSIONAL WORLD EQUITY ETF 93K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 133K 5K
DIMENSIONAL INTERNATIONAL VAL ETF 185K 5K
DIMENSIONAL US SMALL CAP VALU ETF 80K 3K
DIMENSIONAL U S EQUITY ETF 212K 4K
DIMENSIONAL US MARKETWIDE VALUE ETF 329K 8K
DIMENSIONAL US HIGH PROFTBLTY ETF 379K 12K
IBM CORP Common Stock 385K 2K
SEARS CANADA RECEIVABL F Common Stock 0 13
VANGUARD GROWTH ETF ETF 298K 811
VANGUARD SHORT TERM TREASURY ETF 10K 179
DIMENSIONAL US REAL ESTATE ETF 25K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 76K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 78K 2K
DIMENSIONAL US SUS CORE 1 ETF 125K 3K
DIMENSIONAL US SMALL CAP VALU ETF 40K 1K
DIMENSIONAL U S EQUITY ETF 240K 4K
DIMENSIONAL US MARKETWIDE VALUE ETF 59K 1K
DIMENSIONAL US LRGE CP VCTR ETF 58K 914
DIMENSIONAL US HIGH PROFTBLTY ETF 58K 2K
VANGUARD GROWTH ETF ETF 126K 343
SCHWAB US DIVIDEND EQUITY ETF 22K 271
DIMENSIONAL U S CORE EQUITY 2 ETF 8K 240
DIMENSIONAL U S TARGETED VALUE ETF 4K 64
DIMENSIONAL WORLD EQUITY ETF 60K 977
DIMENSIONAL GLOBAL CREDIT ETF 37K 700
DIMENSNL ULTRASHRT FIXED INCM ETF 41K 803
VANGUARD GROWTH ETF ETF 31K 83
SCHWAB US DIVIDEND EQUITY ETF 10K 124
DIMENSIONAL U S EQUITY ETF 1K 18
DIMENSIONAL U S CORE EQUITY 2 ETF 241K 7K
DIMENSIONAL U S SMALL CAP ETF 42K 636
DIMENSIONAL U S TARGETED VALUE ETF 62K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 136K 5K
DIMENSIONAL INTERNATIONAL VAL ETF 90K 2K
DIMENSIONAL U S EQUITY ETF 260K 4K
VANGUARD SHORT TERM TREASURY ETF 19K 323
VANGUARD GROWTH ETF ETF 181K 492
DIMENSIONAL U S TARGETED VALUE ETF 2K 34
DIMENSIONAL U S EQUITY ETF 2K 33
DIMENSIONAL WORLD EQUITY ETF 7K 112
DIMENSIONAL U S TARGETED VALUE ETF 64K 1K
DIMENSIONAL U S EQUITY ETF 124K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 79K 749
VANGUARD GROWTH ETF ETF 140K 381
DIMENSIONAL US SMALL CAP VALU ETF 24K 773
VANGUARD GROWTH ETF ETF 27K 73
DIMENSIONAL US CORE EQUITY MARKT ETF 2K 63
SCHWAB US DIVIDEND EQUITY ETF 2K 23
DIMENSIONAL US HIGH PROFTBLTY ETF 1K 41
ISHARES GOLD ETF ETF 46K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 13K 126
ISHARES 20 PLS YEAR TREASURY BND ETF 35K 374
VANGUARD GROWTH ETF ETF 54K 147
DIMENSIONAL WORLD EQUITY ETF 30K 493
DIMENSIONAL US SMALL CAP VALU ETF 31K 977
DIMENSNL ULTRASHRT FIXED INCM ETF 31K 616
ISHARES 20 PLS YEAR TREASURY BND ETF 13K 136
VANGUARD GROWTH ETF ETF 31K 84
VANGUARD ULTRA SHORT BOND ETF 26K 525
DIMENSIONAL WORLD EQUITY ETF 25K 410
VANGUARD GROWTH ETF ETF 27K 72
VANGUARD ULTRA SHORT BOND ETF 7K 139
DIMENSIONAL U S CORE EQUITY 2 ETF 17K 508
ISHARES GOLD ETF ETF 13K 270
SCHWAB US DIVIDEND EQUITY ETF 38K 461
DIMENSIONAL U S CORE EQUITY 2 ETF 30K 912
DIMENSIONAL WLD EX US CR EQ 2 ETF 43K 2K
SCHWAB US DIVIDEND EQUITY ETF 19K 226
VANGUARD GROWTH ETF ETF 41K 112
VANGUARD SMALL CAP ETF ETF 23K 100
VANGUARD VALUE ETF ETF 27K 159
VANGUARD GROWTH ETF ETF 28K 77
CHEVRON CORP Common Stock 3K 20
DIMENSIONAL INTERNATIONAL VAL ETF 10K 268
VANGUARD DIVIDEND APPRECIATION ETF 24K 126
VANGUARD GROWTH ETF ETF 32K 87
SCHWAB US DIVIDEND EQUITY ETF 9K 111
DIMENSIONAL U S CORE EQUITY 2 ETF 34K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 17K 344
VANGUARD SHORT TERM TREASURY ETF 27K 465
VANGUARD S&P 500 ETF ETF 16K 32
DIMENSIONAL U S CORE EQUITY 2 ETF 81K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 54K 1K
DIMENSIONL US LARGE CAP VALUE ETF 22K 732
VANGUARD GROWTH ETF ETF 81K 220
DIMENSIONAL US HIGH PROFTBLTY ETF 41K 1K
ISHARES GOLD ETF ETF 22K 475
SCHWAB US DIVIDEND EQUITY ETF 22K 264
VANGUARD ULTRA SHORT BOND ETF 36K 728
VANGUARD SHORT TERM COR BD ETF 12K 154
DIMENSIONAL US SUS CORE 1 ETF 72K 2K
VANGUARD INFORMATION TECHNOLOGY ETF 38K 66
VANGUARD DIVIDEND APPRECIATION ETF 25K 131
VANGUARD GROWTH ETF ETF 29K 79
DIMENSIONAL WORLD EQUITY ETF 4K 60
DIMENSNL ULTRASHRT FIXED INCM ETF 3K 60
DIMENSIONAL WLD EX US CR EQ 2 ETF 51K 2K
DIMENSIONAL US SMALL CAP VALU ETF 57K 2K
DIMENSIONAL U S EQUITY ETF 156K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 87K 2K
LINDE PLC F Common Stock 91K 200
UNION PACIFIC CORP Common Stock 26K 104
VANGUARD SHORT TERM COR BD ETF 28K 355
VANGUARD INTRMDIAT TRM TRSRY ETF 42K 705
VANGUARD GROWTH ETF ETF 151K 410
EXXON MOBIL CORP Common Stock 53K 449
DIMENSIONAL US CORE EQUITY MARKT ETF 118K 3K
SCHWAB US DIVIDEND EQUITY ETF 45K 549
VANGUARD SHORT TERM COR BD ETF 18K 233
VANGUARD SHORT TERM TREASURY ETF 11K 183
VANGUARD GROWTH ETF ETF 76K 207
DIMENSIONAL WORLD EQUITY ETF 31K 505
SCHWAB US DIVIDEND EQUITY ETF 39K 474
VANGUARD SHORT TERM COR BD ETF 46K 593
DIMENSIONAL WORLD EQUITY ETF 18K 296
DIMENSIONAL US HIGH PROFTBLTY ETF 25K 775
JOHNSON & JOHNSON Common Stock 33K 210
DIMENSIONAL US HIGH PROFTBLTY ETF 69K 2K
VANGUARD TOTAL WORLD STOCK ETF 44K 387
VANGUARD GROWTH ETF ETF 78K 213
VANGUARD ULTRA SHORT BOND ETF 36K 726
CHEVRON CORP Common Stock 20K 122
DIMENSIONAL U S CORE EQUITY 2 ETF 16K 489
DIMENSIONAL US REAL ESTATE ETF 5K 210
DIMENSIONAL INTERNATIONAL VAL ETF 8K 220
DIMENSIONAL US SMALL CAP VALU ETF 21K 663
VANGUARD GROWTH ETF ETF 41K 111
DIMENSIONAL U S CORE EQUITY 2 ETF 32K 963
DIMENSIONAL US MARKETWIDE VALUE ETF 9K 226
VANGUARD GROWTH ETF ETF 15K 40
VANGUARD SHORT TERM COR BD ETF 11K 147
DIMENSIONAL U S CORE EQUITY 2 ETF 85K 3K
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL WORLD EQUITY ETF 41K 670
ISHARES 10-20 YEAR TSURY BOND ETF 25K 238
VANGUARD INFORMATION TECHNOLOGY ETF 49K 87
VANGUARD S&P 500 ETF ETF 105K 208
VANGUARD GROWTH ETF ETF 87K 238
DIMENSIONAL U S TARGETED VALUE ETF 47K 821
VANGUARD ULTRA SHORT BOND ETF 24K 477
ISHARES GOLD ETF ETF 7K 149
DIMENSIONAL US SMALL CAP VALU ETF 35K 1K
VANGUARD GROWTH ETF ETF 37K 101
DIMENSIONAL CORE FIXED INCOME ETF 41K 960
DIMENSIONAL U S EQUITY ETF 38K 634
DIMENSNL ULTRASHRT FIXED INCM ETF 43K 848
ISHARES 10-20 YEAR TSURY BOND ETF 22K 210
DIMENSIONAL U S CORE EQUITY 2 ETF 27K 808
DIMENSIONAL WORLD EQUITY ETF 12K 197
VANGUARD DIVIDEND APPRECIATION ETF 13K 70
VANGUARD S&P 500 ETF ETF 13K 26
VANGUARD ULTRA SHORT BOND ETF 5K 104
VANGUARD SHORT TERM TREASURY ETF 20K 338
VANGUARD GROWTH ETF ETF 14K 39
DIMENSIONAL U S CORE EQUITY 2 ETF 669 20
VANGUARD GROWTH ETF ETF 368 1
DIMENSIONAL WORLD EQUITY ETF 22K 355
VANGUARD ULTRA SHORT BOND ETF 7K 139
EXXON MOBIL CORP Common Stock 27K 227
SCHWAB US DIVIDEND EQUITY ETF 4K 51
VANGUARD GROWTH ETF ETF 4K 10
DIMENSIONAL U S CORE EQUITY 2 ETF 27K 807
VANGUARD GROWTH ETF ETF 27K 72
VANGUARD SHORT TERM COR BD ETF 15K 196
VANGUARD DIVIDEND APPRECIATION ETF 56K 294
VANGUARD GROWTH ETF ETF 70K 191
DIMENSIONAL U S CORE EQUITY 2 ETF 53K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 25K 953
ISHARES 10-20 YEAR TSURY BOND ETF 47K 443
VANGUARD DIVIDEND APPRECIATION ETF 43K 224
VANGUARD GROWTH ETF ETF 78K 211
VANGUARD ULTRA SHORT BOND ETF 22K 449
C S L LIMITED ORDF Common Stock 47K 234
DIMENSIONAL WORLD EQUITY ETF 50K 821
DIMENSIONAL US SMALL CAP VALU ETF 44K 1K
VANGUARD GROWTH ETF ETF 46K 127
VANGUARD ULTRA SHORT BOND ETF 12K 249
VANGUARD S&P 500 ETF ETF 5K 9
DIMENSIONAL U S EQUITY ETF 152K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 79K 2K
ISHARES GOLD ETF ETF 23K 500
VANGUARD SHORT TERM TREASURY ETF 10K 179
VANGUARD GROWTH ETF ETF 44K 119
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 111
SCHWAB US DIVIDEND EQUITY ETF 9K 108
ISHARES 20 PLS YEAR TREASURY BND ETF 20K 207
VANGUARD GROWTH ETF ETF 37K 100
VANGUARD ULTRA SHORT BOND ETF 6K 112
DIMENSIONAL US HIGH PROFTBLTY ETF 51K 2K
SCHWAB US DIVIDEND EQUITY ETF 18K 220
VANGUARD SHORT TERM COR BD ETF 12K 154
DIMENSIONAL INTERNATIONAL VAL ETF 40K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 53K 1K
SCHWAB US DIVIDEND EQUITY ETF 28K 345
VANGUARD SHORT TERM COR BD ETF 37K 478
DIMENSIONAL U S TARGETED VALUE ETF 42K 730
DIMENSIONAL U S EQUITY ETF 192K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 45K 420
VANGUARD SHORT TERM TREASURY ETF 21K 359
VANGUARD INFORMATION TECHNOLOGY ETF 48K 84
ISHARES CORE MSCI TOTL INTL STCK ETF 4K 51
SCHWAB US DIVIDEND EQUITY ETF 3K 42
APPLE INC Common Stock 47K 210
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
NVIDIA CORP Common Stock 141K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 18K 544
DIMENSIONAL U S CORE EQUITY 2 ETF 54K 2K
DIMENSIONAL INTERN CORE EQT MKT ETF 41K 1K
DIMENSIONAL U S EQUITY ETF 9K 149
DIMENSIONAL WORLD EQUITY ETF 2K 40
VANGUARD GROWTH ETF ETF 10K 28
DIMENSIONAL US HIGH PROFTBLTY ETF 24K 732
VANGUARD SHORT TERM COR BD ETF 33K 424
VANGUARD GROWTH ETF ETF 12K 33
VANGUARD INFORMATION TECHNOLOGY ETF 9K 16
VANGUARD GROWTH ETF ETF 11K 30
DIMENSIONAL WORLD EQUITY ETF 12K 193
DIMENSIONAL GLOBAL CREDIT ETF 11K 196
SPDR GOLD SHARES ETF ETF 9K 38
VANGUARD VALUE ETF ETF 12K 69
VANGUARD GROWTH ETF ETF 17K 47
VANGUARD ULTRA SHORT BOND ETF 6K 130
ISHARES SEMICONDUCTOR ETF 942 4
VANGUARD CONSUMER DISCRETIONARY ETF 322 1
VANGUARD INFORMATION TECHNOLOGY ETF 1K 2
VANGUARD GROWTH ETF ETF 1K 3
DIMENSIONAL U S TARGETED VALUE ETF 13K 232
DIMENSIONAL U S EQUITY ETF 12K 209
ISHARES CORE MSCI TOTL INTL STCK ETF 140 2
VANGUARD INFORMATION TECHNOLOGY ETF 7K 12
VANGUARD GROWTH ETF ETF 10K 26
DIMENSIONAL U S SMALL CAP ETF 28K 424
DIMENSIONAL U S EQUITY ETF 27K 448
VANGUARD MUNI BND TAX EXEMPT ETF 30K 591
EXXON MOBIL CORP Common Stock 13K 109
DIMENSIONAL WORLD EQUITY ETF 36K 584
VANGUARD GROWTH ETF ETF 43K 117
VANGUARD S&P 500 ETF ETF 16K 32
ISHARES 10-20 YEAR TSURY BOND ETF 20K 192
VANGUARD GROWTH ETF ETF 39K 107
VANGUARD ULTRA SHORT BOND ETF 14K 284
SCHWAB US DIVIDEND EQUITY ETF 11K 133
VANGUARD SHORT TERM COR BD ETF 8K 106
DIMENSIONAL US HIGH PROFTBLTY ETF 42K 1K
SCHWAB US DIVIDEND EQUITY ETF 18K 219
DIMENSIONAL US REAL ESTATE ETF 6K 267
ISHARES 10-20 YEAR TSURY BOND ETF 11K 106
VANGUARD GROWTH ETF ETF 124K 338
VANGUARD SHORT TERM TREASURY ETF 4K 68
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
DIMENSIONAL CORE FIXED INCOME ETF 36K 861
VANGUARD GROWTH ETF ETF 95K 259
SCHWAB US DIVIDEND EQUITY ETF 22K 266
VANGUARD SHORT TERM TREASURY ETF 27K 457
DIMENSIONAL U S CORE EQUITY 2 ETF 107K 3K
DIMENSIONAL INTERN CORE EQT MKT ETF 83K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 41K 806
SPDR GOLD SHARES ETF ETF 14K 61
ISHARES 10-20 YEAR TSURY BOND ETF 16K 154
VANGUARD GROWTH ETF ETF 40K 108
DIMENSIONAL U S CORE EQUITY 2 ETF 38K 1K
DIMENSIONAL INTERN CORE EQT MKT ETF 16K 508
DIMENSIONAL U S SMALL CAP ETF 56K 857
DIMENSIONAL WLD EX US CR EQ 2 ETF 61K 2K
DIMENSIONAL U S EQUITY ETF 202K 3K
ISHARES CORE MSCI TOTL INTL STCK ETF 837 12
VANGUARD INTRMDIAT TRM TRSRY ETF 31K 516
VANGUARD VALUE ETF ETF 38K 225
VANGUARD GROWTH ETF ETF 66K 179
DIMENSIONAL U S EQUITY ETF 15K 248
VANGUARD SHORT TERM COR BD ETF 19K 242
VANGUARD GROWTH ETF ETF 20K 55
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 519
SCHWAB US DIVIDEND EQUITY ETF 19K 230
ISHARES 10-20 YEAR TSURY BOND ETF 36K 344
VANGUARD SHORT TERM COR BD ETF 19K 237
VANGUARD SHORT TERM TREASURY ETF 90K 2K
VANGUARD TOTAL WORLD STOCK ETF 58K 508
DIMENSNL ULTRASHRT FIXED INCM ETF 307 6
DIMENSIONAL U S SMALL CAP ETF 89K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 86K 2K
VANGUARD MID CAP GROWTH ETF 20K 87
VANGUARD GROWTH ETF ETF 60K 162
VANGUARD SHORT TERM TREASURY ETF 10K 179
VANGUARD S&P 500 ETF ETF 12K 23
VANGUARD ULTRA SHORT BOND ETF 6K 124
VANGUARD VALUE ETF ETF 17K 103
VANGUARD GROWTH ETF ETF 48K 130
DIMENSIONAL U S CORE EQUITY 2 ETF 362K 11K
DIMENSIONAL INTERN CORE EQT MKT ETF 51K 2K
DIMENSIONAL U S TARGETED VALUE ETF 117K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 51K 1K
DIMENSIONAL US SUS CORE 1 ETF 183K 5K
DIMENSIONAL US HIGH PROFTBLTY ETF 401K 12K
VANGUARD GROWTH ETF ETF 101K 276
DIMENSIONAL WORLD EQUITY ETF 493 8
DIMENSIONAL U S CORE EQUITY 2 ETF 13K 396
DIMENSIONAL U S CORE EQUITY 2 ETF 7K 207
DIMENSIONAL US HIGH PROFTBLTY ETF 24K 745
ISHARES GOLD ETF ETF 16K 350
ISHARES CORE S&P 500 ETF 32K 58
SCHWAB US DIVIDEND EQUITY ETF 33K 398
VANGUARD SHORT TERM TREASURY ETF 10K 167
DIMENSIONAL US SUS CORE 1 ETF 59K 2K
VANGUARD VALUE ETF ETF 36K 214
VANGUARD SHORT TERM COR BD ETF 3K 41
VANGUARD SHORT TERM TREASURY ETF 14K 244
VANGUARD GROWTH ETF ETF 90K 246
DIMENSIONAL U S TARGETED VALUE ETF 3K 55
VANGUARD INFORMATION TECHNOLOGY ETF 4K 7
DIMENSIONAL U S TARGETED VALUE ETF 68K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 52K 2K
DIMENSIONAL US SUS CORE 1 ETF 84K 2K
ISHARES 20 PLS YEAR TREASURY BND ETF 50K 525
VANGUARD SHORT TERM COR BD ETF 11K 147
VANGUARD INFORMATION TECHNOLOGY ETF 48K 85
VANGUARD GROWTH ETF ETF 49K 133
DIMENSIONAL U S TARGETED VALUE ETF 4K 64
DIMENSIONAL U S EQUITY ETF 16K 264
DIMENSIONAL US MARKETWIDE VALUE ETF 8K 193
VANGUARD SHORT TERM COR BD ETF 13K 166
VANGUARD SHORT TERM TREASURY ETF 2K 27
DIMENSIONAL U S CORE EQUITY 2 ETF 11K 333
DIMENSIONAL U S TARGETED VALUE ETF 8K 139
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 119
VANGUARD GROWTH ETF ETF 3K 8
DIMENSIONAL U S SMALL CAP ETF 67K 1K
DIMENSIONAL WORLD EQUITY ETF 39K 641
DIMENSIONAL NATIONL MUNPL BND ETF 20K 416
SCHWAB US DIVIDEND EQUITY ETF 5K 58
VANGUARD SHORT TERM COR BD ETF 6K 75
DIMENSIONAL US MARKETWIDE VALUE ETF 11K 266
DIMENSIONAL US HIGH PROFTBLTY ETF 10K 292
DIMENSNL ULTRASHRT FIXED INCM ETF 5K 103
ISHARES CORE MSCI TOTL INTL STCK ETF 7K 108
SCHWAB US DIVIDEND EQUITY ETF 6K 69
VANGUARD VALUE ETF ETF 7K 44
DIMENSIONAL U S TARGETED VALUE ETF 70K 1K
DIMENSIONAL U S EQUITY ETF 122K 2K
SCHWAB US DIVIDEND EQUITY ETF 59K 710
ISHARES 10-20 YEAR TSURY BOND ETF 5K 49
VANGUARD SHORT TERM TREASURY ETF 8K 133
VANGUARD GROWTH ETF ETF 61K 165
DIMENSIONAL U S TARGETED VALUE ETF 67K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 114K 4K
DIMENSIONL US LARGE CAP VALUE ETF 64K 2K
DIMENSIONAL U S EQUITY ETF 122K 2K
VANGUARD INFORMATION TECHNOLOGY ETF 78K 137
VANGUARD VALUE ETF ETF 79K 471
VANGUARD GROWTH ETF ETF 64K 174
DIMENSIONAL U S EQUITY ETF 16K 261
DIMENSIONAL U S CORE EQUITY 2 ETF 40K 1K
DIMENSIONAL U S TARGETED VALUE ETF 23K 412
SCHWAB US DIVIDEND EQUITY ETF 21K 258
SCHWAB INTERNATIONAL DIVIDND EQY ETF 2K 90
DIMENSIONAL WORLD EQUITY ETF 19K 302
VANGUARD GROWTH ETF ETF 24K 64
DIMENSIONAL US SMALL CAP VALU ETF 19K 588
DIMENSIONAL US HIGH PROFTBLTY ETF 24K 725
VANGUARD ULTRA SHORT BOND ETF 21K 413
DIMENSNL ULTRASHRT FIXED INCM ETF 12K 233
DIMENSIONAL U S CORE EQUITY 2 ETF 7K 212
VANGUARD SMALL CAP ETF ETF 8K 36
CANADIAN NATL RAILWY F Common Stock 2K 17
DIMENSIONAL U S EQUITY ETF 10K 169
VANGUARD GROWTH ETF ETF 10K 26
DIMENSIONAL U S CORE EQUITY 2 ETF 7K 200
DIMENSIONAL U S CORE EQUITY 2 ETF 44K 1K
DIMENSIONAL U S TARGETED VALUE ETF 54K 954
DIMENSIONAL US HIGH PROFTBLTY ETF 44K 1K
ISHARES CORE S&P 500 ETF 100K 180
ISHARES 10-20 YEAR TSURY BOND ETF 36K 339
VANGUARD GROWTH ETF ETF 54K 148
DIMENSIONAL U S TARGETED VALUE ETF 6K 103
ISHARES CORE MSCI TOTL INTL STCK ETF 8K 117
DIMENSIONAL US HIGH PROFTBLTY ETF 22K 685
SCHWAB US DIVIDEND EQUITY ETF 45K 545
VANGUARD S&P 500 ETF ETF 90K 178
DIMENSIONAL U S CORE EQUITY 2 ETF 2K 55
DIMENSIONAL U S CORE EQUITY 2 ETF 54K 2K
DIMENSIONAL U S EQUITY ETF 37K 612
ISHARES CORE MSCI TOTL INTL STCK ETF 463 7
VANGUARD INFORMATION TECHNOLOGY ETF 19K 34
VANGUARD GROWTH ETF ETF 25K 67
VANGUARD LARGE CAP ETF ETF 62K 244
AMAZON.COM INC Common Stock 60K 321
DIMENSIONAL WORLD EQUITY ETF 66K 1K
SCHWAB US DIVIDEND EQUITY ETF 28K 343
VANGUARD SHORT TERM TREASURY ETF 12K 200
SCHWAB US DIVIDEND EQUITY ETF 22K 272
DIMENSIONAL U S TARGETED VALUE ETF 15K 261
DIMENSIONAL WORLD EQUITY ETF 49K 802
ISHARES 10-20 YEAR TSURY BOND ETF 26K 241
VANGUARD INTRMDIAT TRM TRSRY ETF 24K 407
VANGUARD SHORT TERM TREASURY ETF 12K 208
VANGUARD INFORMATION TECHNOLOGY ETF 39K 69
VANGUARD GROWTH ETF ETF 41K 111
DIMENSIONAL US SMALL CAP VALU ETF 27K 867
VANGUARD S&P 500 ETF ETF 66K 130
SCHWAB US DIVIDEND EQUITY ETF 13K 162
VANGUARD ULTRA SHORT BOND ETF 153 3
DIMENSIONAL U S TARGETED VALUE ETF 38K 672
DIMENSIONAL US SUS CORE 1 ETF 41K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 328 5
VANGUARD INFORMATION TECHNOLOGY ETF 42K 73
VANGUARD GROWTH ETF ETF 67K 183
ISHARES CORE S&P 500 ETF 16K 29
DIMENSIONAL U S SMALL CAP ETF 16K 238
VANGUARD ULTRA SHORT BOND ETF 52K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 61K 2K
DIMENSIONAL NATIONL MUNPL BND ETF 50K 1K
DIMENSIONAL US SMALL CAP VALU ETF 67K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 71K 2K
ISHARES CORE S&P 500 ETF 66K 119
ISHARES 10-20 YEAR TSURY BOND ETF 32K 299
VANGUARD MUNI BND TAX EXEMPT ETF 50K 994
VANGUARD GROWTH ETF ETF 88K 239
DIMENSIONAL WORLD EQUITY ETF 10K 161
VANGUARD GROWTH ETF ETF 4K 12
DIMENSIONAL WORLD EQUITY ETF 984 16
DIMENSIONAL U S CORE EQUITY 2 ETF 20K 606
DIMENSIONAL U S TARGETED VALUE ETF 8K 137
DIMENSIONAL US HIGH PROFTBLTY ETF 12K 356
VANGUARD SHORT TERM TREASURY ETF 5K 82
VANGUARD GROWTH ETF ETF 44K 121
DIMENSIONAL EMERG CORE EQY MRKT ETF 73 3
DIMENSIONAL INTERN CORE EQT MKT ETF 43 1
SCHWAB US DIVIDEND EQUITY ETF 27K 325
VANGUARD SHORT TERM COR BD ETF 34K 430
VANGUARD S&P 500 ETF ETF 40K 79
DIMENSIONAL U S CORE EQUITY 2 ETF 108K 3K
DIMENSIONAL US REAL ESTATE ETF 32K 1K
DIMENSIONAL U S TARGETED VALUE ETF 84K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 69K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 531K 10K
VANGUARD GROWTH ETF ETF 81K 221
DIMENSIONAL US HIGH PROFTBLTY ETF 15K 450
VANGUARD SHORT TERM COR BD ETF 17K 222
DIMENSIONAL WORLD EQUITY ETF 8K 135
VANGUARD GROWTH ETF ETF 6K 16
DIMENSIONAL WORLD EQUITY ETF 21K 346
VANGUARD GROWTH ETF ETF 95K 259
DIMENSIONAL US SUS CORE 1 ETF 8K 211
DIMENSIONAL U S TARGETED VALUE ETF 6K 113
VANGUARD GROWTH ETF ETF 11K 30
DIMENSIONAL WORLD EQUITY ETF 37K 602
MICROSOFT CORP Common Stock 45K 107
ISHARES 10-20 YEAR TSURY BOND ETF 24K 225
VANGUARD GROWTH ETF ETF 22K 61
DIMENSIONAL U S TARGETED VALUE ETF 38K 669
VANGUARD GROWTH ETF ETF 35K 94
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 535
VANGUARD SHORT TERM TREASURY ETF 5K 89
VANGUARD S&P 500 ETF ETF 8K 16
VANGUARD TOTAL WORLD STOCK ETF 8K 70
SCHWAB US DIVIDEND EQUITY ETF 18K 220
VANGUARD SHORT TERM COR BD ETF 33K 421
VANGUARD DIVIDEND APPRECIATION ETF 4K 20
DIMENSIONAL U S TARGETED VALUE ETF 31K 549
VANGUARD SHORT TERM TREASURY ETF 31K 538
VANGUARD GROWTH ETF ETF 68K 185
DIMENSIONAL U S TARGETED VALUE ETF 579 10
DIMENSIONAL U S EQUITY ETF 606 10
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 127
ISHARES CORE MSCI TOTL INTL STCK ETF 4K 51
DIMENSIONAL US CORE EQUITY MARKT ETF 32K 844
VANGUARD INFORMATION TECHNOLOGY ETF 14K 24
DIMENSIONAL U S CORE EQUITY 2 ETF 67K 2K
DIMENSIONAL U S SMALL CAP ETF 25K 388
DIMENSIONAL WORLD EQUITY ETF 36K 582
DIMENSIONAL US SMALL CAP VALU ETF 23K 720
VANGUARD GROWTH ETF ETF 35K 95
DIMENSIONAL US CORE EQUITY MARKT ETF 10K 249
DIMENSIONAL US HIGH PROFTBLTY ETF 240K 7K
SCHWAB US DIVIDEND EQUITY ETF 74K 898
VANGUARD SHORT TERM COR BD ETF 22K 286
VANGUARD SHORT TERM TREASURY ETF 11K 184
VANGUARD TOTAL WORLD STOCK ETF 106K 919
VANGUARD VALUE ETF ETF 76K 453
VANGUARD GROWTH ETF ETF 100K 274
DIMENSIONAL U S EQUITY ETF 8K 0
DIMENSIONAL INTERNATIONAL VAL ETF 52K 1K
DIMENSIONAL U S EQUITY ETF 123K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 103K 3K
ISHARES GOLD ETF ETF 46K 1K
SCHWAB US DIVIDEND EQUITY ETF 53K 641
VANGUARD SHORT TERM COR BD ETF 35K 450
VANGUARD GROWTH ETF ETF 88K 240
DIMENSIONAL US HIGH PROFTBLTY ETF 4K 120
DIMENSIONAL U S EQUITY ETF 11K 183
VANGUARD DIVIDEND APPRECIATION ETF 8K 41
VANGUARD ULTRA SHORT BOND ETF 3K 58
DIMENSIONAL U S CORE EQUITY 2 ETF 52K 2K
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 56K 2K
DIMENSIONAL US LRGE CP VCTR ETF 76K 1K
VANGUARD GROWTH ETF ETF 56K 151
DIMENSIONAL WORLD EQUITY ETF 30K 481
DIMENSIONAL U S CORE EQUITY 2 ETF 10K 291
VANGUARD GROWTH ETF ETF 4K 10
DIMENSIONAL U S CORE EQUITY 2 ETF 11K 321
DIMENSIONAL U S EQUITY ETF 25K 424
VANGUARD GROWTH ETF ETF 31K 83
DIMENSIONAL U S CORE EQUITY 2 ETF 127K 4K
DIMENSIONAL U S TARGETED VALUE ETF 89K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 45K 420
VANGUARD INTRMDIAT TRM TRSRY ETF 31K 514
VANGUARD INFORMATION TECHNOLOGY ETF 77K 135
VANGUARD GROWTH ETF ETF 207K 563
DIMENSNL ULTRASHRT FIXED INCM ETF 79K 2K
VANGUARD SHORT TERM COR BD ETF 43K 551
DIMENSIONAL U S TARGETED VALUE ETF 18K 324
SCHWAB US DIVIDEND EQUITY ETF 7K 80
DIMENSIONAL U S CORE EQUITY 2 ETF 46K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 27K 719
VANGUARD SHORT TERM TREASURY ETF 26K 441
VANGUARD DIVIDEND APPRECIATION ETF 26K 136
VANGUARD GROWTH ETF ETF 49K 133
VANGUARD ULTRA SHORT BOND ETF 18K 354
VANGUARD GROWTH ETF ETF 8K 21
DIMENSIONAL WORLD EQUITY ETF 84K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 35K 683
DIMENSIONAL US HIGH PROFTBLTY ETF 62K 2K
DIMENSIONAL WORLD EQUITY ETF 170K 3K
DIMENSIONAL US SUS CORE 1 ETF 187K 5K
DIMENSIONAL US SMALL CAP VALU ETF 96K 3K
DIMENSIONAL U S EQUITY ETF 278K 5K
ISHARES 10-20 YEAR TSURY BOND ETF 77K 730
VANGUARD INTRMDIAT TRM TRSRY ETF 51K 860
VANGUARD INFORMATION TECHNOLOGY ETF 193K 340
VANGUARD GROWTH ETF ETF 274K 747
DIMENSIONAL U S TARGETED VALUE ETF 10K 167
VANGUARD GROWTH ETF ETF 40K 109
CONOCOPHILLIPS Common Stock 601 5
DIMENSIONAL U S EQUITY ETF 240 4
ALPHABET INC. CLASS A 172 1
INNOVATIVE INDUSTRIAL PR REIT 159 1
RIVIAN AUTOMOTIVE INC CLASS A 33 2
A T & T INC Common Stock 110 6
VANGUARD S&P 500 ETF ETF 1K 2
WARNER BROTHERS DISCOVER Common Stock 9 1
EXXON MOBIL CORP Common Stock 686 6
DIMENSIONAL INTERN CORE EQT MKT ETF 44K 1K
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL WORLD EQUITY ETF 114K 2K
DIMENSIONAL US LRGE CP VCTR ETF 53K 837
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 319
VANGUARD GROWTH ETF ETF 66K 180
DIMENSIONAL U S CORE EQUITY 2 ETF 61K 2K
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 69K 3K
DIMENSIONAL GLOBAL CREDIT ETF 68K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 104K 2K
GE AEROSPACE Common Stock 39K 230
GE HEALTHCARE TECHNOLOGI Common Stock 6K 76
GE VERNOVA INC Common Stock 10K 57
NORTHROP GRUMMAN CO Common Stock 85K 175
ISHARES GOLD ETF ETF 32K 700
VANGUARD SHORT TERM TREASURY ETF 26K 439
VANGUARD GROWTH ETF ETF 60K 164
NVIDIA CORP Common Stock 6K 50
APPLE INC Common Stock 32K 145
DIMENSIONAL U S CORE EQUITY 2 ETF 81K 2K
DIMENSIONAL U S SMALL CAP ETF 43K 656
DIMENSIONAL U S TARGETED VALUE ETF 135K 2K
DIMENSIONAL WORLD EQUITY ETF 60K 982
DIMENSIONAL US SMALL CAP VALU ETF 21K 651
DIMENSIONAL U S EQUITY ETF 264K 4K
DIMENSIONAL US MARKETWIDE VALUE ETF 85K 2K
ISHARES GOLD ETF ETF 46K 1K
MICROSOFT CORP Common Stock 203K 486
NEXTERA ENERGY INC Common Stock 72K 939
SOUTHERN CO Common Stock 28K 336
VANGUARD GROWTH ETF ETF 39K 107
VANGUARD SHORT TERM COR BD ETF 4K 54
VANGUARD ULTRA SHORT BOND ETF 32K 643
DIMENSIONAL U S CORE EQUITY 2 ETF 38K 1K
DIMENSIONAL WORLD EQUITY ETF 59K 963
DIMENSIONAL NATIONL MUNPL BND ETF 36K 742
DIMENSIONAL GLOBAL CREDIT ETF 32K 594
DIMENSNL ULTRASHRT FIXED INCM ETF 16K 317
WW GRAINGER INC Common Stock 472K 484
VANGUARD SHORT TERM COR BD ETF 11K 135
VANGUARD GROWTH ETF ETF 44K 121
WENDYS CO Common Stock 25K 1K
DIMENSIONAL U S SMALL CAP ETF 4K 56
DIMENSIONAL US MARKETWIDE VALUE ETF 12K 301
VANGUARD ULTRA SHORT BOND ETF 20K 396
DIMENSIONAL US HIGH PROFTBLTY ETF 29K 897
INVESCO SHORT TERM TREASURY ETF 2K 15
SCHWAB US DIVIDEND EQUITY ETF 5K 59
DIMENSIONAL GLOBAL CREDIT ETF 21K 396
DIMENSNL ULTRASHRT FIXED INCM ETF 33K 655
DIMENSIONAL INTERN CORE EQT MKT ETF 27K 881
DIMENSIONAL US REAL ESTATE ETF 10K 424
DIMENSIONAL U S SMALL CAP ETF 22K 339
DIMENSIONAL INTERNATIONAL VAL ETF 23K 621
DIMENSIONAL U S EQUITY ETF 61K 1K
SCHWAB US DIVIDEND EQUITY ETF 25K 299
VANGUARD SHORT TERM TREASURY ETF 27K 465
VANGUARD GROWTH ETF ETF 41K 111
NVIDIA CORP Common Stock 21K 180
TESLA INC Common Stock 12K 51
DIMENSIONAL US CORE EQUITY MARKT ETF 38K 996
DIMENSIONAL SHRT DRT FXD INCM ETF 33K 693
DIMENSIONAL U S CORE EQUITY 2 ETF 40K 1K
SCHWAB US DIVIDEND EQUITY ETF 40K 482
VANGUARD SMALL CAP ETF ETF 33K 142
VANGUARD S&P 500 ETF ETF 53K 104
VANGUARD ULTRA SHORT BOND ETF 3K 62
VANGUARD ULTRA SHORT BOND ETF 13K 260
DIMENSIONAL U S CORE EQUITY 2 ETF 51K 2K
DIMENSIONAL U S TARGETED VALUE ETF 39K 682
DIMENSIONAL US HIGH PROFTBLTY ETF 42K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 26K 244
VANGUARD SHORT TERM TREASURY ETF 10K 179
VANGUARD S&P 500 ETF ETF 3K 5
DIMENSIONAL US CORE EQUITY MARKT ETF 21K 549
ISHARES CORE MSCI TOTL INTL STCK ETF 397 6
VANGUARD INFORMATION TECHNOLOGY ETF 23K 40
VANGUARD GROWTH ETF ETF 20K 54
DIMENSIONAL US HIGH PROFTBLTY ETF 10K 313
DIMENSIONAL U S CORE EQUITY 2 ETF 41K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 42K 397
VANGUARD S&P 500 ETF ETF 51K 101
DIMENSIONAL WORLD EQUITY ETF 26K 430
ISHARES CORE S&P 500 ETF 18K 32
DIMENSIONAL WORLD EQUITY ETF 61K 1K
VANGUARD GROWTH ETF ETF 37K 100
DIMENSIONAL CORE FIXED INCOME ETF 35K 823
DIMENSIONAL U S EQUITY ETF 108K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 43K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 1K 19
VANGUARD INTRMDIAT TRM TRSRY ETF 33K 550
VANGUARD DIVIDEND APPRECIATION ETF 42K 219
VANGUARD GROWTH ETF ETF 49K 134
DIMENSIONAL US MARKETWIDE VALUE ETF 5K 128
SCHWAB US DIVIDEND EQUITY ETF 6K 75
SCHWAB INTERNATIONAL DIVIDND EQY ETF 7K 277
VANGUARD SHORT TERM COR BD ETF 2K 27
DIMENSIONAL US HIGH PROFTBLTY ETF 39K 1K
SCHWAB US DIVIDEND EQUITY ETF 58K 702
VANGUARD SHORT TERM COR BD ETF 21K 263
DIMENSIONAL U S CORE EQUITY 2 ETF 135K 4K
DIMENSIONAL US HIGH PROFTBLTY ETF 110K 3K
ISHARES GOLD ETF ETF 46K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 33K 308
VANGUARD GROWTH ETF ETF 50K 137
DIMENSIONAL US MARKETWIDE VALUE ETF 31K 756
SCHWAB US DIVIDEND EQUITY ETF 30K 366
VANGUARD SHORT TERM COR BD ETF 54K 692
VANGUARD SHORT TERM TREASURY ETF 21K 359
DIMENSIONAL U S EQUITY ETF 3K 43
DIMENSIONAL U S CORE EQUITY 2 ETF 6K 175
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
SCHWAB US DIVIDEND EQUITY ETF 20K 238
VANGUARD SHORT TERM COR BD ETF 28K 363
VANGUARD SHORT TERM TREASURY ETF 10K 170
DIMENSIONAL U S CORE EQUITY 2 ETF 42K 1K
DIMENSIONAL U S TARGETED VALUE ETF 29K 513
VANGUARD GROWTH ETF ETF 31K 84
SCHWAB US DIVIDEND EQUITY ETF 35K 418
VANGUARD ULTRA SHORT BOND ETF 38K 769
DIMENSIONAL U S CORE EQUITY 2 ETF 54K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 64K 2K
ISHARES CORE S&P 500 ETF 26K 46
DIMENSIONAL U S TARGETED VALUE ETF 58K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 79K 3K
DIMENSIONAL US SUS CORE 1 ETF 47K 1K
VANGUARD GROWTH ETF ETF 66K 180
DIMENSIONAL US HIGH PROFTBLTY ETF 14K 439
VANGUARD SHORT TERM COR BD ETF 16K 206
DIMENSIONAL U S EQUITY ETF 185K 3K
VANGUARD SHORT TERM TREASURY ETF 36K 620
DIMENSIONAL WORLD EQUITY ETF 62K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 31K 297
VANGUARD GROWTH ETF ETF 20K 54
DIMENSIONAL U S CORE EQUITY 2 ETF 76K 2K
DIMENSIONAL U S TARGETED VALUE ETF 37K 657
DIMENSIONAL WLD EX US CR EQ 2 ETF 30K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 25K 674
DIMENSIONAL US MARKETWIDE VALUE ETF 21K 501
ISHARES 10-20 YEAR TSURY BOND ETF 20K 191
VANGUARD DIVIDEND APPRECIATION ETF 28K 145
VANGUARD GROWTH ETF ETF 76K 208
AMAZON.COM INC Common Stock 12K 62
BERKSHIRE HATHAWAY CLASS B 12K 28
CATERPILLAR INC Common Stock 5K 16
DIMENSIONAL U S TARGETED VALUE ETF 172 3
DIMENSIONAL US HIGH PROFTBLTY ETF 60K 2K
SCHWAB US DIVIDEND EQUITY ETF 13K 160
VANGUARD S&P 500 ETF ETF 22K 43
VANGUARD SHORT TERM TREASURY ETF 17K 282
VANGUARD GROWTH ETF ETF 48K 130
DIMENSIONAL US HIGH PROFTBLTY ETF 49K 2K
SCHWAB US DIVIDEND EQUITY ETF 36K 437
VANGUARD SHORT TERM TREASURY ETF 11K 191
VANGUARD TOTAL WORLD STOCK ETF 29K 253
DIMENSIONAL WORLD EQUITY ETF 18K 287
VANGUARD GROWTH ETF ETF 7K 19
A T & T INC Common Stock 7K 379
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 110
DIMENSIONAL US HIGH PROFTBLTY ETF 6K 181
DIMENSIONAL SHRT DRT FXD INCM ETF 2 0
VANGUARD SHORT TERM TREASURY ETF 5K 83
DIMENSIONAL US HIGH PROFTBLTY ETF 27K 824
VANGUARD VALUE ETF ETF 53K 316
DIMENSIONAL WORLD EQUITY ETF 115K 2K
DIMENSIONAL US SMALL CAP VALU ETF 58K 2K
TARGA RESOURCES CORP Common Stock 29K 216
VANGUARD GROWTH ETF ETF 116K 316
DIMENSIONAL US SMALL CAP VALU ETF 57K 2K
SCHWAB US DIVIDEND EQUITY ETF 32K 381
SCHWAB INTERNATIONAL DIVIDND EQY ETF 28K 1K
VANGUARD SHORT TERM TREASURY ETF 14K 234
VANGUARD ULTRA SHORT BOND ETF 13K 259
DIMENSIONAL US SUS CORE 1 ETF 10K 273
VANGUARD INFORMATION TECHNOLOGY ETF 5K 8
VANGUARD GROWTH ETF ETF 4K 12
DIMENSIONAL U S SMALL CAP ETF 22K 344
DIMENSIONAL US HIGH PROFTBLTY ETF 115K 4K
ISHARES GOLD ETF ETF 41K 883
SCHWAB US DIVIDEND EQUITY ETF 59K 718
VANGUARD SHORT TERM COR BD ETF 37K 471
VANGUARD GROWTH ETF ETF 14K 39
DIMENSIONAL U S TARGETED VALUE ETF 3K 49
DIMENSIONAL U S EQUITY ETF 3K 45
DIMENSIONAL SHRT DRT FXD INCM ETF 25K 536
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 511
VANGUARD SHORT TERM COR BD ETF 28K 358
DIMENSIONAL U S CORE EQUITY 2 ETF 64K 2K
DIMENSIONAL WORLD EQUITY ETF 63K 1K
DIMENSIONAL GLOBAL CREDIT ETF 37K 700
ISHARES CORE S&P 500 ETF 191K 344
VANGUARD GROWTH ETF ETF 112K 304
DIMENSIONAL WORLD EQUITY ETF 5K 87
VANGUARD ULTRA SHORT BOND ETF 13K 253
DIMENSIONAL US HIGH PROFTBLTY ETF 25K 780
DIMENSIONAL NATIONL MUNPL BND ETF 25K 528
DIMENSIONAL US SMALL CAP VALU ETF 29K 901
DIMENSIONAL U S EQUITY ETF 62K 1K
TRAVEL plus LEISURE CO Common Stock 12K 264
VANGUARD INFORMATION TECHNOLOGY ETF 43K 75
VANGUARD MUNI BND TAX EXEMPT ETF 26K 505
VANGUARD GROWTH ETF ETF 61K 167
WYNDHAM HOTELS & RESORTS Common Stock 18K 232
DIMENSIONAL US SMALL CAP VALU ETF 14K 443
VANGUARD S&P 500 ETF ETF 22K 44
VANGUARD SHORT TERM TREASURY ETF 6K 101
DIMENSIONAL U S CORE EQUITY 2 ETF 8K 234
DIMENSIONAL US HIGH PROFTBLTY ETF 21K 651
DIMENSIONAL US HIGH PROFTBLTY ETF 57K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 40K 382
ISHARES 20 PLS YEAR TREASURY BND ETF 37K 393
VANGUARD INFORMATION TECHNOLOGY ETF 47K 83
VANGUARD GROWTH ETF ETF 78K 213
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 520
SCHWAB US DIVIDEND EQUITY ETF 18K 220
APPLE INC Common Stock 130K 585
ADOBE INC Common Stock 10K 18
AMAZON.COM INC Common Stock 19K 100
BLACKSTONE INC Common Stock 2K 11
COSTCO WHOLESALE CO Common Stock 3K 3
SALESFORCE INC Common Stock 4K 15
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL CALIFRNA MNCL BD ETF 102K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 29K 776
DIMENSIONAL NATIONL MUNPL BND ETF 101K 2K
GE AEROSPACE Common Stock 2K 12
ILLINOIS TOOL WORKS Common Stock 4K 16
KROGER CO Common Stock 2K 32
MICROSOFT CORP Common Stock 4K 10
OCCIDENTAL PETROL CO Common Stock 4K 61
PALANTIR TECHNOLOGIES IN CLASS A 3K 130
RPM INTERNTNL Common Stock 5K 43
RTX CORP Common Stock 4K 38
SIMON PPTY GROUP REIT 4K 25
T-MOBILE US INC Common Stock 922 5
TESLA INC Common Stock 42K 179
VANGUARD INFORMATION TECHNOLOGY ETF 52K 91
VANGUARD INTL DIVIDEND APRECTN ETF 28K 336
VANGUARD RUSSELL 1000 GROWTH ETF IV 62K 672
VANGUARD MUNI BND TAX EXEMPT ETF 102K 2K
VERIZON COMMUNICATN Common Stock 741 18
ENERGOUS CORP Common Stock 5 5
DIMENSIONAL U S EQUITY ETF 85K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 120K 4K
SPDR GOLD SHARES ETF ETF 15K 66
VANGUARD INFORMATION TECHNOLOGY ETF 38K 66
DIMENSIONAL U S EQUITY ETF 13K 212
VANGUARD LARGE CAP ETF ETF 255 1
DIMENSIONAL U S CORE EQUITY 2 ETF 104K 3K
DIMENSIONAL U S EQUITY ETF 63K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 122K 4K
ISHARES GOLD ETF ETF 49K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 51K 478
VANGUARD GROWTH ETF ETF 238K 647
DIMENSIONAL U S CORE EQUITY 2 ETF 40K 1K
DIMENSIONAL INTERN CORE EQT MKT ETF 21K 678
DIMENSNL ULTRASHRT FIXED INCM ETF 21K 407
DIMENSIONAL U S CORE EQUITY 2 ETF 24K 706
DIMENSNL ULTRASHRT FIXED INCM ETF 11K 215
SCHWAB US DIVIDEND EQUITY ETF 11K 130
VANGUARD GROWTH ETF ETF 11K 31
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 92
SCHWAB US DIVIDEND EQUITY ETF 231 3
VANGUARD DIVIDEND APPRECIATION ETF 44K 231
DIMENSIONAL U S CORE EQUITY 2 ETF 30K 902
VANGUARD VALUE ETF ETF 20K 118
VANGUARD SHORT TERM COR BD ETF 37 0
DIMENSIONAL US HIGH PROFTBLTY ETF 29K 894
VANGUARD SHORT TERM TREASURY ETF 2K 36
VANGUARD GROWTH ETF ETF 35K 95
DIMENSIONAL US HIGH PROFTBLTY ETF 20K 615
VANGUARD INTRMDIAT TRM TRSRY ETF 7K 120
DIMENSIONAL U S CORE EQUITY 2 ETF 22K 646
DIMENSIONAL US HIGH PROFTBLTY ETF 44K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 20K 193
ISHARES 20 PLS YEAR TREASURY BND ETF 16K 167
VANGUARD GROWTH ETF ETF 27K 72
NVIDIA CORP Common Stock 79K 671
DIMENSIONAL WORLD EQUITY ETF 53K 863
ISHARES 10-20 YEAR TSURY BOND ETF 29K 270
VANGUARD DIVIDEND APPRECIATION ETF 31K 166
VANGUARD GROWTH ETF ETF 38K 103
DIMENSIONAL U S CORE EQUITY 2 ETF 23K 693
DIMENSIONAL US SMALL CAP VALU ETF 28K 876
VANGUARD GROWTH ETF ETF 51K 139
DIMENSIONAL U S EQUITY ETF 51K 851
ISHARES 10-20 YEAR TSURY BOND ETF 23K 219
VANGUARD INFORMATION TECHNOLOGY ETF 34K 60
VANGUARD GROWTH ETF ETF 44K 121
DIMENSIONAL WORLD EQUITY ETF 9K 150
DIMENSIONAL WORLD EQUITY ETF 7K 110
DIMENSIONAL U S EQUITY ETF 59K 977
SCHWAB US DIVIDEND EQUITY ETF 43K 524
VANGUARD S&P 500 ETF ETF 58K 115
DIMENSIONAL U S CORE EQUITY 2 ETF 61K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 138K 4K
VANGUARD SHORT TERM TREASURY ETF 28K 482
DIMENSIONAL U S CORE EQUITY 2 ETF 96K 3K
DIMENSIONAL US SMALL CAP VALU ETF 67K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 163K 5K
VANGUARD S&P 500 ETF ETF 135K 267
VANGUARD GROWTH ETF ETF 104K 283
DIMENSIONAL US CORE EQUITY MARKT ETF 28K 723
VANGUARD SHORT TERM COR BD ETF 6K 83
DIMENSIONAL U S CORE EQUITY 2 ETF 56K 2K
VANGUARD GROWTH ETF ETF 54K 147
DIMENSIONAL U S CORE EQUITY 2 ETF 37K 1K
DIMENSIONAL GLOBAL CREDIT ETF 21K 398
DIMENSNL ULTRASHRT FIXED INCM ETF 31K 614
VANGUARD VALUE ETF ETF 44K 264
VANGUARD ULTRA SHORT BOND ETF 31K 627
DIMENSIONAL INTERNATIONAL VAL ETF 13K 356
SCHWAB US DIVIDEND EQUITY ETF 29K 355
DIMENSIONAL U S TARGETED VALUE ETF 23K 405
VANGUARD GROWTH ETF ETF 40K 108
ISHARES CORE S&P 500 ETF 16K 30
SCHWAB US DIVIDEND EQUITY ETF 13K 151
DIMENSIONAL WORLD EQUITY ETF 6K 95
VANGUARD INFORMATION TECHNOLOGY ETF 9K 15
CVS HEALTH CORP Common Stock 22K 366
DIMENSIONAL U S SMALL CAP ETF 100K 2K
DIMENSIONAL U S TARGETED VALUE ETF 62K 1K
DIMENSIONAL U S EQUITY ETF 51K 846
WW GRAINGER INC Common Stock 229K 235
THE COCA-COLA CO Common Stock 87K 1K
VANGUARD GROWTH ETF ETF 49K 133
DIMENSIONAL US HIGH PROFTBLTY ETF 34K 1K
SCHWAB US DIVIDEND EQUITY ETF 39K 476
ADVANCED MICRO DEVICE IN Common Stock 20K 135
ALPHABET INC. CLASS A 23K 132
MICROSOFT CORP Common Stock 19K 46
TAIWAN SEMICONDUCTR F SPONSORED ADR 34K 204
EXXON MOBIL CORP Common Stock 21K 179
COTERRA ENERGY INC Common Stock 3K 107
VANGUARD GROWTH ETF ETF 7K 18
DIMENSIONAL US MARKETWIDE VALUE ETF 86K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 107K 3K
VANGUARD SHORT TERM TREASURY ETF 18K 313
VANGUARD GROWTH ETF ETF 65K 177
DIMENSNL ULTRASHRT FIXED INCM ETF 41K 814
VANGUARD SHORT TERM COR BD ETF 12K 158
VANGUARD S&P 500 ETF ETF 30K 59
DIMENSIONAL WORLD EQUITY ETF 36K 591
VANGUARD SHORT TERM COR BD ETF 10K 127
VANGUARD DIVIDEND APPRECIATION ETF 48K 252
SCHWAB US DIVIDEND EQUITY ETF 13K 160
VANGUARD S&P 500 ETF ETF 63K 124
VANGUARD GROWTH ETF ETF 65K 177
DIMENSIONAL US SMALL CAP VALU ETF 44K 1K
ISHARES CORE S&P 500 ETF 80K 145
ISHARES 10-20 YEAR TSURY BOND ETF 37K 353
VANGUARD SHORT TERM COR BD ETF 16K 209
VANGUARD DIVIDEND APPRECIATION ETF 49K 257
VANGUARD GROWTH ETF ETF 87K 236
VANGUARD INFORMATION TECHNOLOGY ETF 4K 7
VANGUARD GROWTH ETF ETF 4K 10
DIMENSIONAL U S TARGETED VALUE ETF 16K 276
DIMENSIONAL U S EQUITY ETF 7K 109
DIMENSIONAL U S EQUITY ETF 76K 1K
SPDR GOLD SHARES ETF ETF 12K 53
ISHARES 10-20 YEAR TSURY BOND ETF 50K 470
DIMENSIONAL US MARKETWIDE VALUE ETF 3K 70
DIMENSIONAL U S EQUITY ETF 14K 239
DIMENSIONAL U S EQUITY ETF 37K 625
DIMENSIONAL US HIGH PROFTBLTY ETF 42K 1K
SCHWAB US DIVIDEND EQUITY ETF 51K 621
VANGUARD GROWTH ETF ETF 43K 117
DIMENSIONAL U S SMALL CAP ETF 56K 864
DIMENSIONAL WORLD EQUITY ETF 3K 55
DIMENSIONAL U S EQUITY ETF 133K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 98K 2K
VANGUARD GROWTH ETF ETF 88K 239
VANGUARD SHORT TERM TREASURY ETF 13K 222
DIMENSIONAL U S TARGETED VALUE ETF 61K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 137K 4K
ISHARES 10-20 YEAR TSURY BOND ETF 10K 95
ISHARES 20 PLS YEAR TREASURY BND ETF 10K 105
VANGUARD INFORMATION TECHNOLOGY ETF 44K 78
VANGUARD GROWTH ETF ETF 173K 472
DIMENSIONAL WORLD EQUITY ETF 8K 135
DIMENSIONAL U S CORE EQUITY 2 ETF 73K 2K
DIMENSIONAL U S TARGETED VALUE ETF 8K 143
DIMENSIONAL WORLD EQUITY ETF 104K 2K
DIMENSIONAL U S EQUITY ETF 83K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 83K 2K
DIMENSIONAL GLOBAL CREDIT ETF 14K 267
VANGUARD GROWTH ETF ETF 99K 270
DIMENSIONAL SHRT DRT FXD INCM ETF 11K 226
ISHARES FALLEN ANGELS USD BOND ETF 11K 395
VANGUARD S&P 500 ETF ETF 40K 79
DIMENSIONAL U S CORE EQUITY 2 ETF 56K 2K
DIMENSIONAL U S TARGETED VALUE ETF 29K 515
DIMENSIONAL US HIGH PROFTBLTY ETF 30K 928
VANGUARD ULTRA SHORT BOND ETF 22K 446
DIMENSIONAL U S CORE EQUITY 2 ETF 15K 443
VANGUARD ULTRA SHORT BOND ETF 10K 203
DIMENSIONAL U S CORE EQUITY 2 ETF 17K 501
VANGUARD GROWTH ETF ETF 15K 42
DIMENSIONAL WORLD EQUITY ETF 30K 494
DIMENSIONAL U S EQUITY ETF 50K 843
DIMENSIONAL US MARKETWIDE VALUE ETF 35K 855
ISHARES 10-20 YEAR TSURY BOND ETF 10K 96
ISHARES 20 PLS YEAR TREASURY BND ETF 15K 162
VANGUARD GROWTH ETF ETF 55K 151
DIMENSIONAL U S CORE EQUITY 2 ETF 16K 465
VANGUARD GROWTH ETF ETF 39K 107
DIMENSIONAL US HIGH PROFTBLTY ETF 14K 428
DIMENSIONAL INTERN CORE EQT MKT ETF 63K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 53K 1K
DIMENSIONAL US SMALL CAP VALU ETF 65K 2K
DIMENSIONAL U S EQUITY ETF 177K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 107K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 118K 4K
SPROTT PHYSICAL PLATINUM PAL ETV 18K 2K
VANGUARD GROWTH ETF ETF 199K 542
DIMENSIONAL U S TARGETED VALUE ETF 39K 688
DIMENSIONAL US HIGH PROFTBLTY ETF 74K 2K
SCHWAB US DIVIDEND EQUITY ETF 34K 414
SCHWAB INTERNATIONAL DIVIDND EQY ETF 31K 1K
VANGUARD SHORT TERM COR BD ETF 33K 421
VANGUARD SHORT TERM TREASURY ETF 9K 159
DIMENSIONAL WORLD EQUITY ETF 2K 31
DIMENSIONAL U S CORE EQUITY 2 ETF 43K 1K
VANGUARD GROWTH ETF ETF 44K 120
DIMENSIONAL U S SMALL CAP ETF 12K 179
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
VANGUARD SHORT TERM COR BD ETF 19K 243
DIMENSIONAL U S EQUITY ETF 51K 858
DIMENSIONAL US HIGH PROFTBLTY ETF 64K 2K
ISHARES GOLD ETF ETF 46K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 25K 239
VANGUARD INTRMDIAT TRM TRSRY ETF 31K 514
VANGUARD INFORMATION TECHNOLOGY ETF 47K 83
VANGUARD GROWTH ETF ETF 99K 270
DIMENSIONAL U S TARGETED VALUE ETF 21K 376
DIMENSIONAL U S EQUITY ETF 17K 287
DIMENSIONAL US HIGH PROFTBLTY ETF 13K 413
VANGUARD SHORT TERM COR BD ETF 734 9
VANGUARD INFORMATION TECHNOLOGY ETF 19K 33
VANGUARD GROWTH ETF ETF 18K 50
VANGUARD SHORT TERM COR BD ETF 9K 113
DIMENSIONAL U S CORE EQUITY 2 ETF 21K 619
ISHARES 10-20 YEAR TSURY BOND ETF 20K 192
VANGUARD S&P 500 ETF ETF 30K 59
DIMENSIONAL U S CORE EQUITY 2 ETF 36K 1K
DIMENSIONAL U S TARGETED VALUE ETF 57K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 36K 979
DIMENSIONAL US SUS CORE 1 ETF 109K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 39K 777
VANGUARD DIVIDEND APPRECIATION ETF 62K 327
VANGUARD VALUE ETF ETF 71K 425
VANGUARD ULTRA SHORT BOND ETF 31K 627
DIMENSIONAL U S TARGETED VALUE ETF 8K 139
DIMENSIONAL U S EQUITY ETF 17K 288
VANGUARD GROWTH ETF ETF 8K 21
SCHWAB US DIVIDEND EQUITY ETF 8K 92
DIMENSIONAL US HIGH PROFTBLTY ETF 15K 463
DIMENSNL ULTRASHRT FIXED INCM ETF 18K 362
DIMENSIONAL WORLD EQUITY ETF 3K 49
STEPAN CO Common Stock 129K 2K
DIMENSIONAL WORLD EQUITY ETF 7K 116
DIMENSIONAL U S EQUITY ETF 7K 116
SCHWAB US DIVIDEND EQUITY ETF 14K 164
VANGUARD SHORT TERM COR BD ETF 2K 31
VANGUARD SHORT TERM COR BD ETF 16K 200
VANGUARD GROWTH ETF ETF 7K 19
DIMENSIONAL WORLD EQUITY ETF 73K 1K
DIMENSIONAL NATIONL MUNPL BND ETF 67K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
ISHARES SHORT TERM NTNL MUN BND ETF 51K 485
VANGUARD ULTRA SHORT BOND ETF 52K 1K
DIMENSIONAL U S CORE EQUITY 2 ETF 15K 444
DIMENSIONAL US MARKETWIDE VALUE ETF 28K 686
SCHWAB US DIVIDEND EQUITY ETF 23K 273
VANGUARD SHORT TERM COR BD ETF 37K 478
DIMENSIONAL SHRT DRT FXD INCM ETF 51K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 35K 331
VANGUARD ULTRA SHORT BOND ETF 37K 748
ISHARES GOLD ETF ETF 23K 500
ISHARES CORE S&P 500 ETF 30K 54
SCHWAB US DIVIDEND EQUITY ETF 23K 276
DIMENSIONAL US LRGE CP VCTR ETF 31K 486
ISHARES 10-20 YEAR TSURY BOND ETF 9K 83
VANGUARD S&P 500 ETF ETF 78K 155
VANGUARD SHORT TERM COR BD ETF 77 1
ISHARES 10-20 YEAR TSURY BOND ETF 4K 41
DIMENSIONAL GLOBAL CREDIT ETF 330 6
VANGUARD DIVIDEND APPRECIATION ETF 13K 67
DIMENSIONAL WORLD EQUITY ETF 72K 1K
DIMENSIONAL U S EQUITY ETF 124K 2K
SPDR GOLD SHARES ETF ETF 50K 222
ISHARES 10-20 YEAR TSURY BOND ETF 15K 143
VANGUARD INTRMDIAT TRM TRSRY ETF 13K 223
VANGUARD INFORMATION TECHNOLOGY ETF 48K 85
VANGUARD GROWTH ETF ETF 197K 536
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 102
DIMENSIONAL WORLD EQUITY ETF 36K 588
VANGUARD GROWTH ETF ETF 24K 65
VANGUARD ULTRA SHORT BOND ETF 20K 404
SCHWAB US DIVIDEND EQUITY ETF 23K 276
DIMENSIONAL U S EQUITY ETF 44K 730
SCHWAB US DIVIDEND EQUITY ETF 29K 345
VANGUARD ULTRA SHORT BOND ETF 8K 154
DIMENSIONAL US HIGH PROFTBLTY ETF 53K 2K
DIMENSIONAL U S TARGETED VALUE ETF 140K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 109K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 76K 2K
DIMENSIONAL U S EQUITY ETF 102K 2K
DIMENSIONAL US LRGE CP VCTR ETF 51K 799
DIMENSIONAL US HIGH PROFTBLTY ETF 130K 4K
VANGUARD GROWTH ETF ETF 189K 515
VANECK VECTORS MORNINGSTAR WIDE MOAT 17K 250
ISHARES 20plus YEAR TREASURY BOND ETF 7K 50
ALLY FINL INC Common Stock 16K 350
AURORA CANNABIS INC F Common Stock 112 12
SCHWAB US LARGE CAP GROWTH ETF 5K 40
SPDR GOLD SHARES ETF ETF 29K 180
SCHWAB US SMALL CAP ETF ETF 15K 150
AGNICO EAGLE MINES F Common Stock 6K 100
FIRST MAJESTIC SILVER F Common Stock 6K 400
BOX INC CLASS A 5K 200
ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 19K 600
PRETIUM RESOURCES F Common Stock 2K 200
REALNETWORKS INC Common Stock 5K 1K
ISHARES SILVER TRUST ETF 9K 400
W E C ENERGY GROUP INC Common Stock 7K 75
VANECK VECTORS MORNINGSTAR WIDE MOAT 6K 90
SCHWAB US SMALL CAP ETF ETF 6K 65
SCHWAB US DIVIDEND EQUITY ETF 19K 255
SCHWAB US LARGE CAP VALUE ETF 6K 90
ROUNDHILL SPRT BETNG AND IGAMING ETF 18K 600
CANOPY GROWTH CORP F Common Stock 7K 225
SPDR GOLD SHARES ETF ETF 7K 45
9 METERS BIOPHARMA INC Common Stock 2K 2K
REALNETWORKS INC Common Stock 9K 2K
SCHWAB US LARGE CAP GROWTH ETF 13K 100
TILRAY INC Common Stock 7K 300
TRUE LEAF BRANDS INC F Common Stock 6K 15K
U S WELL SERVICES INC CLASS A 5K 5K
CISCO SYSTEMS INC Common Stock 8K 150
CHEVRON CORP Common Stock 6K 60
INTEL CORP Common Stock 10K 150
JOHNSON & JOHNSON Common Stock 8K 50
NEWMONT CORP Common Stock 8K 125
PFIZER INC Common Stock 7K 200
INVESCO PREFERRED ETF ETF 11K 725
PPL CORP Common Stock 4K 125
SCHWAB US DIVIDEND EQUITY ETF 22K 300
SCHWAB US AGGREGATE BOND ETF 2K 30
SOUTHERN CO Common Stock 6K 90
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY 13K 300
A T & T INC Common Stock 5K 150
VIATRIS INC Common Stock 335 24
VERIZON COMMUNICATN Common Stock 6K 110
SELECT SECTOR UTI SELECT SPDR ETF 7K 105
EXXON MOBIL CORP Common Stock 1K 25
AMERICAN AIRLS GROUP Common Stock 1K 50
AURORA CANNABIS INC F Common Stock 1K 0
ARK FINTECH INNOVATION ETF 511 10
ARK GENOMIC REVOLUTION ETF 444 5
ARK INNOVATION ETF ETF 600 5
ARK NEXT GENERATION INTERNET ETF 2K 12
BOEING CO Common Stock 13K 50
BUMBLE INC CLASS A 811 13
BOX INC CLASS A 6K 250
ANHEUSER BUSCH INBEV S F SPONSORED ADR 6K 100
VANECK VECTORS SOCIAL SENTIMENT ETF 1K 50
CHEFS WAREHOUSE INC Common Stock 8K 250
CRESCO LABS INC F Common Stock 2K 150
CURALEAF HOLDINGS INC F Common Stock 2K 100
FORD MOTOR CO Common Stock 12K 1K
GREEN THUMB INDS INC F Common Stock 18K 600
INSEEGO CORP Common Stock 5K 500
JUSHI HLDGS INC F CLASS B 1K 200
MCDONALDS CORP Common Stock 1K 5
PENN NTNL GAMING Common Stock 2K 20
REALNETWORKS INC Common Stock 425 100
STARBUCKS CORP Common Stock 3K 25
SPIRIT AEROSYSTEMS Common Stock 6K 125
STATE STREET CORP Common Stock 852 10
SIERRA WIRELESS INC F Common Stock 30K 2K
TESLA INC Common Stock 1K 2
WELLS FARGO & CO Common Stock 1K 30
DIREXION WORLD WITHOUT WASTE ETF 2K 80
BROADRIDGE FINL SOLU Common Stock 2K 10
GENERAL ELECTRIC CO Common Stock 788 60
VANECK VECTORS MORNINGSTAR WIDE MOAT 35K 500
PROCTER & GAMBLE Common Stock 8K 60
SCHWAB US DIVIDEND EQUITY ETF 8K 110
EXXON MOBIL CORP Common Stock 2K 30
SCHWAB US DIVIDEND EQUITY ETF 9K 120
SPDR GOLD SHARES ETF ETF 8K 50
VANGUARD SMALL CAP VALUE ETF 17K 100
VANGUARD FTSE EMERGING MARKETS ETF 8K 150
AMERICAN AXLE & MFG Common Stock 966 100
GENERAL ELECTRIC CO Common Stock 1K 114
PFIZER INC Common Stock 678 19
A T & T INC Common Stock 4K 133
VIATRIS INC Common Stock 1K 102
SCHWAB US DIVIDEND EQUITY ETF 9K 125
VANECK VECTORS JUNIOR GOLD MINERS ETF 7K 150
SPDR GOLD SHARES ETF ETF 16K 100
SCHWAB US DIVIDEND EQUITY ETF 26K 360
SPDR GOLD SHARES ETF ETF 5K 32
HARLEY DAVIDSON INC Common Stock 9K 218
SCHWAB US LARGE CAP GROWTH ETF 8K 60
SPDR GOLD SHARES ETF ETF 14K 90
HOOPER HOLMES INC Common Stock 0 66
SCHWAB SHORT TERM US TREASURY ETF 51K 1K
TEUCRIUM CORN ETF ETF 7K 400
SPDR GOLD SHARES ETF ETF 19K 120
VANECK VECTORS GOLD MINERS ETF 10K 300
SPDR GOLD SHARES ETF ETF 10K 60
ISHARES SILVER TRUST ETF 9K 400
ARK INNOVATION ETF ETF 12K 100
VANECK VECTORS GOLD MINERS ETF 18K 550
ISHARES GOLD ETF ETF 41K 3K
VANECK VECTORS MORNINGSTAR WIDE MOAT 35K 500
SCHWAB US SMALL CAP ETF ETF 82K 825
SCHWAB US DIVIDEND EQUITY ETF 561K 8K
ISHARES SILVER TRUST ETF 23K 1K
FIRST MIDWEST BANCRP Common Stock 37K 2K
SCHWAB US SMALL CAP ETF ETF 74K 740
SCHWAB US DIVIDEND EQUITY ETF 66K 905
SCHWAB US LARGE CAP GROWTH ETF 55K 420
CHARLES SCHWAB US MC ETF 64K 858
APPLE INC Common Stock 12K 100
ADOBE INC Common Stock 29K 60
ADVANCED MICRO DEVIC Common Stock 16K 200
ROUNDHILL SPRT BETNG AND IGAMING ETF 6K 200
COSTCO WHOLESALE CO Common Stock 35K 100
FIRST MIDWEST BANCRP Common Stock 22K 1K
VANECK VECTORS JUNIOR GOLD MINERS ETF 14K 300
NEWMONT CORP Common Stock 12K 200
PEPSICO INC Common Stock 14K 100
PROCTER & GAMBLE Common Stock 14K 100
QUALCOMM INC Common Stock 13K 100
PROSHARES ULTRA TECHNOLOGY ETF 30K 400
SCHWAB US LARGE CAP GROWTH ETF 130K 1K
WALMART INC Common Stock 27K 200
VANECK VECTORS MORNINGSTAR WIDE MOAT 59K 845
ASSERTIO HOLDINGS INC Common Stock 2K 3K
MGM RESORTS INTL Common Stock 4K 100
NOKIA CORP F SPONSORED ADR 2K 500
PDC ENERGY INC Common Stock 1K 35
CMKM DIAMONDS INC XXX REGISTRATION REVOKED BY 0 600K
CASAVANT INTL MNG CORP ** RESTRICTED SHARES ** 0 15K
CIRCA PIC & PROD CO Common Stock 0 100
CIRCA PIC & PROD CO INTL **RESTRICTED SHARES ** 0 3
METATRON INC NEW RESTRIC Common Stock 0 1
SPDR GOLD SHARES ETF ETF 14K 90
VANECK VECTORS MORNINGSTAR WIDE MOAT 62K 900
SCHWAB US SMALL CAP ETF ETF 20K 200
SCHWAB US DIVIDEND EQUITY ETF 80K 1K
SPDR GOLD SHARES ETF ETF 8K 50
SPDR GOLD SHARES ETF ETF 10K 60
ISHARES GOLD ETF ETF 13K 800
SCHWAB US SMALL CAP ETF ETF 30K 300
VANGUARD SHORT-TERM BOND ETF 10K 125
ISHARES CORE US AGGREGATE BOND ETF 583 5
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF 1K 71
SCHWAB US LARGE CAP GROWTH ETF 15K 115
SPDR GOLD SHARES ETF ETF 5K 29
SCHWAB US SMALL CAP ETF ETF 25K 247
SCHWAB US DIVIDEND EQUITY ETF 7K 97
SCHWAB US LARGE CAP GROWTH ETF 43K 330
CHARLES SCHWAB US REIT ETF 5K 133
CHARLES SCHWAB US MC ETF 15K 207
SCHWAB US LARGE CAP VALUE ETF 12K 188
SCHWAB US AGGREGATE BOND ETF 111 2
SCHWAB US LARGE CAP GROWTH ETF 13K 100
SCHWAB US LARGE CAP GROWTH ETF 17K 132
SCHWAB US LARGE CAP VALUE ETF 13K 204
VANECK VECTORS GOLD MINERS ETF 16K 500
SPDR GOLD SHARES ETF ETF 26K 160
ISHARES 7-10 YEAR TREASURY BOND ETF 3K 23
ISHARES IBOXX INVT GRADE BOND ETF 3K 21
ISHARES MBS ETF ETF 3K 28
ISHARES 1-3 YEAR TREASRY BOND ETF 4K 46
VANGUARD REAL ESTATE ETF 55 1
VANGUARD SHRT INF PROT SEC INDEX ETF 3K 50
FIRST MIDWEST BANCRP Common Stock 3K 126
SPDR GOLD SHARES ETF ETF 14K 90
HORMEL FOODS CORP Common Stock 7K 140
VANECK VECTORS MORNINGSTAR WIDE MOAT 62K 900
SCHWAB US DIVIDEND EQUITY ETF 42K 580
SCHWAB US LARGE CAP GROWTH ETF 21K 160
SCHWAB US LARGE CAP VALUE ETF 13K 200
SCHWAB US LARGE CAP GROWTH ETF 34K 260
SHERWIN WILLIAMS CO FORWARD SPLIT 4K 6
ISHARES TIPS BOND ETF ETF 25K 200
WALGREENS BOOTS ALLI Common Stock 44K 800
VANECK VECTORS GOLD MINERS ETF 7K 225
PAN AMERN SILVER CORP F Common Stock 12K 400
VANGUARD DIVIDEND APPRECIATION ETF 18K 125
VANGUARD REAL ESTATE ETF 1K 15
AGEX THERAPEUTICS INC Common Stock 405 250
COMCAST CORP CLASS A 11K 200
CRESCO LABS INC F Common Stock 10K 800
WALT DISNEY CO Common Stock 37K 202
FREQUENCY THERAPEUTICS I Common Stock 95 10
PROCTER & GAMBLE Common Stock 13K 97
MOLSON COORS BEVERAGE CL CLASS B 5K 97
UNITED AIRLINES HLDGS Common Stock 12K 200
VISA INC CLASS A 15K 71
SCHWAB US SMALL CAP ETF ETF 4K 37
SCHWAB US DIVIDEND EQUITY ETF 9K 117
SCHWAB US LARGE CAP GROWTH ETF 5K 38
CHARLES SCHWAB US MC ETF 3K 40
VANECK VECTORS GOLD MINERS ETF 8K 250
SPDR GOLD SHARES ETF ETF 13K 80
SCHWAB US SMALL CAP ETF ETF 14K 140
SCHWAB US LARGE CAP VALUE ETF 46K 700
SPDR GOLD SHARES ETF ETF 34K 211
SCHWAB US LARGE CAP GROWTH ETF 84K 650
BROADRIDGE FINL SOLU Common Stock 2K 10
GENERAL ELECTRIC CO Common Stock 788 60
PROCTER & GAMBLE Common Stock 8K 60
EXXON MOBIL CORP Common Stock 2K 29
ELORO RESOURCES LTD F Common Stock 6K 2K
INVESCO DB COMMODITY INDEX TRACKING FUND 3K 180
ISHARES MSCI EMERGING MARKETS ETF 13K 240
SCHWAB US SMALL CAP ETF ETF 15K 150
VANGUARD HEALTH CARE ETF 18K 78
APPLE INC Common Stock 68K 560
VANECK VECTORS JUNIOR GOLD MINERS ETF 7K 150
SPDR GOLD SHARES ETF ETF 10K 65
CHARLES SCHWAB US MC ETF 15K 195
ISHARES CORE US AGGREGATE BOND ETF 6K 50
CRESCO LABS INC F Common Stock 625 50
WALT DISNEY CO Common Stock 4K 20
KROGER CO Common Stock 2K 46
PFIZER INC Common Stock 1K 31
SCHWAB US LARGE CAP GROWTH ETF 5K 35
VIATRIS INC Common Stock 740 53
ARK NEXT GENERATION INTERNET ETF 37K 250
VANECK VECTORS GOLD MINERS ETF 18K 550
ISHARES GOLD ETF ETF 42K 3K
VANECK VECTORS MORNINGSTAR WIDE MOAT 38K 550
SCHWAB US SMALL CAP ETF ETF 82K 825
SCHWAB US DIVIDEND EQUITY ETF 328K 5K
ISHARES SILVER TRUST ETF 23K 1K
VANGUARD SHORT TERM COR BD ETF 101K 1K
SCHWAB US LARGE CAP GROWTH ETF 8K 60
ARK INNOVATION ETF ETF 12K 100
VANECK VECTORS GOLD MINERS ETF 7K 200
SCHWAB US SMALL CAP ETF ETF 61K 610
SCHWAB US DIVIDEND EQUITY ETF 104K 1K
SCHWAB US LARGE CAP VALUE ETF 13K 200
ISHARES GOLD ETF ETF 6K 350
ISHARES GOLD ETF ETF 6K 350
SCHWAB US SMALL CAP ETF ETF 15K 150
VANECK VECTORS MORNINGSTAR WIDE MOAT 28K 400
SCHWAB US LARGE CAP VALUE ETF 23K 350
PINTEREST INC CLASS A 7K 100
PALANTIR TECHNOLOGIES IN CLASS A 7K 300
PHILIP MORRIS INTL Common Stock 22K 245
ARK NEXT GENERATION INTERNET ETF 24K 160
SCHWAB US LARGE CAP GROWTH ETF 8K 59
ARK NEXT GENERATION INTERNET ETF 2K 14
SCHWAB US SMALL CAP ETF ETF 2K 22
SCHWAB US DIVIDEND EQUITY ETF 30K 410
SCHWAB US LARGE CAP GROWTH ETF 20K 155
CHARLES SCHWAB US MC ETF 2K 30
SCHWAB US LARGE CAP ETF ETF 11K 110
SCHWAB US DIVIDEND EQUITY ETF 8K 115
APPLE INC Common Stock 34K 275
ABBVIE INC Common Stock 12K 113
AURORA CANNABIS INC F Common Stock 196 21
AMAZON.COM INC Common Stock 25K 8
BOEING CO Common Stock 15K 58
CANOPY GROWTH CORP F Common Stock 16K 500
CRESCO LABS INC F Common Stock 6K 500
CAMPING WORLD HOLDINGS I CLASS A 3K 77
DOLLAR GENERAL CORP Common Stock 26K 129
FEDEX CORP Common Stock 9K 30
CORNING INC Common Stock 19K 445
GW PHARMACEUTIC PLC F SPONSORED ADR 8K 38
JOHNSON CONTROLS INTER F Common Stock 3K 51
JOHNSON & JOHNSON Common Stock 9K 55
LIBERTY BROADBAND CO CLASS C 3K 20
CHENIERE ENERGY INC Common Stock 5K 70
LOWES COS INC Common Stock 58K 303
LIBERTY MEDIA CORP SERIES C LIBERTY SIRIUS 4K 90
MEDTRONIC PLC F Common Stock 6K 50
VANECK VECTORS MORNINGSTAR WIDE MOAT 28K 406
MICROSOFT CORP Common Stock 12K 51
MOTOROLA SOLUTIONS Common Stock 10K 54
NEWAGE INC Common Stock 686 240
NEXTERA ENERGY INC Common Stock 67K 891
NETFLIX INC Common Stock 8K 15
9 METERS BIOPHARMA INC Common Stock 4K 4K
NUTRIEN LTD F Common Stock 7K 126
NOVARTIS AG F SPONSORED ADR 7K 80
SKECHERS U S A INC CLASS A 8K 200
CONSTELLATION BRAND CLASS A 217K 953
A T & T INC Common Stock 9K 303
TE CONNECTIVITY LTD F Common Stock 7K 54
VANGUARD GROWTH ETF ETF 37K 145
WELLS FARGO & CO Common Stock 3K 84
WALMART INC Common Stock 14K 104
YUM BRANDS INC Common Stock 23K 216
YUM CHINA HOLDINGS INC Common Stock 12K 203
ARK INNOVATION ETF ETF 12K 100
ARK NEXT GENERATION INTERNET ETF 19K 130
BIGCOMMERCE HLDGS INC Common Stock 6K 100
BOX INC CLASS A 5K 200
VANECK VECTORS JUNIOR GOLD MINERS ETF 9K 200
SPDR GOLD SHARES ETF ETF 45K 280
KAANAPALI LAND LLC Common Stock 243 10
SCHWAB US SMALL CAP ETF ETF 15K 150
SPDR GOLD SHARES ETF ETF 14K 85
ISHARES SILVER TRUST ETF 2K 95
SPDR GOLD SHARES ETF ETF 6K 35
BROADRIDGE FINL SOLU Common Stock 2K 10
GENERAL ELECTRIC CO Common Stock 788 60
PROCTER & GAMBLE Common Stock 8K 60
EXXON MOBIL CORP Common Stock 2K 30
FIRST MIDWEST BANCRP Common Stock 57K 3K
SPDR GOLD SHARES ETF ETF 10K 60
SCHWAB US SMALL CAP ETF ETF 15K 150
SCHWAB US DIVIDEND EQUITY ETF 14K 190
SCHWAB US LARGE CAP GROWTH ETF 12K 90
CHARLES SCHWAB US MC ETF 14K 185
CSX CORP Common Stock 18K 190
DOMINION ENERGY INC Common Stock 21K 282
DUKE ENERGY CORP Common Stock 12K 121
ISHARES GOLD ETF ETF 23K 1K
INTEL CORP Common Stock 16K 257
JOHNSON & JOHNSON Common Stock 16K 95
KIMBERLY CLARK CORP Common Stock 12K 88
NEXTERA ENERGY INC Common Stock 20K 260
SUBURBAN PROPANE PART LP Common Stock 2K 111
VERIZON COMMUNICATN Common Stock 16K 283
WALT DISNEY CO Common Stock 9K 50
ISHARES GOLD ETF ETF 13K 800
MFS INTERMEDIATE INCOME Common Stock 606 163
BRCLYS BK IPATH BLOOM COMMODITY ETN 8K 330
SPDR GOLD SHARES ETF ETF 18K 115
BRCLY BK PLC IPTH CORP ACT 9K 300
SPDR GOLD SHARES ETF ETF 6K 40
BP PLC F SPONSORED ADR 10K 423
EXELON CORP Common Stock 9K 205
ISHARES GOLD ETF ETF 6K 350
SOUTHERN CO Common Stock 26K 416
GENERAL MOTORS CO Common Stock 517 9
MICROSOFT CORP Common Stock 5K 20
SCHWAB US SMALL CAP ETF ETF 28K 283
SCHWAB US LARGE CAP GROWTH ETF 22K 169
CHARLES SCHWAB US MC ETF 26K 348
SCHWAB US AGGREGATE BOND ETF 19K 354
INVESCO SENIOR INCM TR Common Stock 1K 285
DRAFTKINGS INC Common Stock 6K 100
SPDR GOLD SHARES ETF ETF 4K 27
VANGUARD REAL ESTATE ETF 5K 50
GLOBAL X DATA CENTER REITS & DIGITAL 8K 500
WALT DISNEY CO Common Stock 15K 80
ISHARES GOLD ETF ETF 12K 720
SCHWAB US SMALL CAP ETF ETF 20K 200
SCHWAB INTERNATIONAL EQUITY ETF 8K 215
SCHWAB US LARGE CAP GROWTH ETF 19K 150
CHARLES SCHWAB US REIT ETF 5K 128
CHARLES SCHWAB US MC ETF 17K 223
SPDR GOLD SHARES ETF ETF 13K 80
SPDR GOLD SHARES ETF ETF 6K 40
GENERAL ELECTRIC CO Common Stock 788 60
PROCTER & GAMBLE Common Stock 8K 60
EXXON MOBIL CORP Common Stock 2K 29
ARK NEXT GENERATION INTERNET ETF 37K 250
SPDR GOLD SHARES ETF ETF 96K 600
VANECK VECTORS MORNINGSTAR WIDE MOAT 55K 800
SCHWAB US LARGE CAP GROWTH ETF 31K 240
SCHWAB US LARGE CAP VALUE ETF 52K 800
ARK INNOVATION ETF ETF 5K 45
LUMEN TECHNOLOGIES INC Common Stock 1K 90
ARK NEXT GENERATION INTERNET ETF 4K 29
SCHWAB US SMALL CAP ETF ETF 2K 25
SCHWAB US DIVIDEND EQUITY ETF 30K 410
SCHWAB US LARGE CAP GROWTH ETF 16K 120
CHARLES SCHWAB US MC ETF 4K 60
SCHWAB US LARGE CAP ETF ETF 10K 100
PALANTIR TECHNOLOGIES IN CLASS A 3K 150
SPIRIT AIRLINES Common Stock 7K 200
SCHWAB US DIVIDEND EQUITY ETF 10K 143
SCHWAB US LARGE CAP GROWTH ETF 3K 20
SCHWAB US LARGE CAP VALUE ETF 3K 40
SPDR GOLD SHARES ETF ETF 13K 80
ARK NEXT GENERATION INTERNET ETF 38K 260
ARK NEXT GENERATION INTERNET ETF 1K 8
SCHWAB US SMALL CAP ETF ETF 498 5
SCHWAB US DIVIDEND EQUITY ETF 1K 20
SCHWAB US LARGE CAP GROWTH ETF 2K 18
CHARLES SCHWAB US MC ETF 595 8
SCHWAB US LARGE CAP ETF ETF 2K 20
SPDR GOLD SHARES ETF ETF 18K 115
SCHWAB US DIVIDEND EQUITY ETF 69K 950
SCHWAB US SMALL CAP ETF ETF 2K 23
SCHWAB US DIVIDEND EQUITY ETF 2K 25
SCHWAB US LARGE CAP GROWTH ETF 2K 18
SCHWAB US LARGE CAP ETF ETF 3K 28
AMERICAN INTL HLDGS Common Stock 2K 12K
ASCENT SOLAR TECH Common Stock 1K 38K
CENTURY CASINOS INC Common Stock 5K 475
DRAFTKINGS INC Common Stock 4K 66
IMC INTL MNG CORP F Common Stock 623 4K
ISHARES GOLD ETF ETF 6K 350
SPDR GOLD SHARES ETF ETF 6K 40
VANECK VECTORS MORNINGSTAR WIDE MOAT 9K 125
SCHWAB US SMALL CAP ETF ETF 10K 100
SCHWAB US DIVIDEND EQUITY ETF 106K 1K
SCHWAB US LARGE CAP GROWTH ETF 7K 52
SCHWAB US LARGE CAP VALUE ETF 8K 130
SCHWAB US LARGE CAP GROWTH ETF 19K 150
SCHWAB US LARGE CAP VALUE ETF 13K 192
VANGUARD GROWTH ETF ETF 8K 31
VANGUARD FTSE EMERGING MARKETS ETF 1K 25
SCHWAB US LARGE CAP GROWTH ETF 17K 130
SCHWAB US AGGREGATE BOND ETF 9 0
APPLE INC Common Stock 42K 340
AMAZON.COM INC Common Stock 15K 5
BERKSHIRE HATHAWAY CLASS B 22K 85
BLACKSTONE GROUP INC Common Stock 15K 200
COSTCO WHOLESALE CO Common Stock 35K 100
JOHNSON & JOHNSON Common Stock 27K 165
JPMORGAN CHASE & CO Common Stock 27K 180
MICROSOFT CORP Common Stock 24K 100
NORFOLK SOUTHERN CO Common Stock 48K 180
PEPSICO INC Common Stock 14K 100
SCHWAB US DIVIDEND EQUITY ETF 28K 390
FIRST MIDWEST BANCRP Common Stock 426K 19K
ISHARES GOLD ETF ETF 11K 700
SCHWAB US BROAD MARKET ETF 19K 200
WABTEC Common Stock 79 1
WELLS FARGO & CO Common Stock 742 19
WINTRUST FINL Common Stock 427K 6K
SCHWAB US DIVIDEND EQUITY ETF 29K 400
SCHWAB US DIVIDEND EQUITY ETF 9K 125
ARK NEXT GENERATION INTERNET ETF 1K 8
SCHWAB US SMALL CAP ETF ETF 498 5
SCHWAB US DIVIDEND EQUITY ETF 1K 20
SCHWAB US LARGE CAP GROWTH ETF 2K 18
CHARLES SCHWAB US MC ETF 595 8
SCHWAB US LARGE CAP ETF ETF 2K 20
VANECK VECTORS GOLD MINERS ETF 9K 280
SPDR GOLD SHARES ETF ETF 26K 160
SCHWAB US SMALL CAP ETF ETF 15K 150
SCHWAB US LARGE CAP VALUE ETF 20K 300
ARK NEXT GENERATION INTERNET ETF 1K 8
SCHWAB US SMALL CAP ETF ETF 498 5
SCHWAB US DIVIDEND EQUITY ETF 1K 20
SCHWAB US LARGE CAP GROWTH ETF 2K 18
CHARLES SCHWAB US MC ETF 595 8
SCHWAB US LARGE CAP ETF ETF 2K 20
VANGUARD SMALL CAP ETF ETF 7K 35
VANGUARD SHORT TERM COR BD ETF 5K 55
ABBVIE INC COMMON STOCK 11K 100
BERKSHIRE HATHAWAY CLASS B 169K 620
COMCAST CORP CLASS A 18K 324
A T & T INC COMMON STOCK 60K 2K
VERIZON COMMUNICATN COMMON STOCK 43K 792
ARK INNOVATION ETF ETF 14K 125
DOW INC COMMON STOCK 4K 75
FREEPORT-MCMORAN INC COMMON STOCK 2K 50
MODERNA INC COMMON STOCK 10K 25
MICROSOFT CORP COMMON STOCK 4K 13
SCOTTS MIRACLE GRO CO COMMON STOCK 4K 25
TILRAY INC COMMON STOCK 564 50
ISHARES EMERGING MARKETS DIV ETF 6K 160
WISDOMTREE EUROPE HEDGED EQTY ETF 8K 100
IBM CORP COMMON STOCK 5K 34
SCHWAB US SMALL CAP ETF ETF 10K 95
SPAC AND NEW ISSUE ETF ETF 7K 232
VANGUARD MID CAP ETF IV ETF 8K 34
TECHNOLOGY SELECT SECTOR SPDR ETF IV 11K 77
CHEVRON CORP COMMON STOCK 6K 60
3D SYSTEMS CORP COMMON STOCK 3K 100
SPDR GOLD SHARES ETF ETF 6K 35
LAKELAND INDUSTRIES COMMON STOCK 2K 100
MATTEL INC. COMMON STOCK 835 45
TESLA INC COMMON STOCK 174K 225
APPLE INC COMMON STOCK 57K 400
BRISTOL-MYERS SQUIBB COMMON STOCK 12K 200
FACEBOOK INC CLASS A 34K 100
THE COCA-COLA CO COMMON STOCK 10K 200
PROCTER & GAMBLE COMMON STOCK 28K 200
STARBUCKS CORP COMMON STOCK 22K 200
AMC ENTERTAINMENT CLASS A 3K 80
ISHARES IBOXX HIGH YIELD BOND ETF IV 7K 74
PFIZER INC COMMON STOCK 55K 1K
VIATRIS INC COMMON STOCK 2K 153
DIMENSIONAL U S SMALL CAP ETF 16K 270
THE COCA-COLA CO COMMON STOCK 22K 418
SCHWAB INTERNATIONAL EQUITY ETF 12K 315
SPDR GOLD SHARES ETF ETF 8K 50
THERALASE TECHNOLOGY F COMMON STOCK 835 5K
APPLE INC COMMON STOCK 672K 5K
COMCAST CORP CLASS A 8K 144
WALT DISNEY CO COMMON STOCK 17K 100
DUKE ENERGY CORP COMMON STOCK 4K 43
ENBRIDGE INC F COMMON STOCK 4K 100
INTEL CORP COMMON STOCK 5K 100
THE COCA-COLA CO COMMON STOCK 10K 200
L3HARRIS TECHNOLOGIES IN COMMON STOCK 4K 20
SOUTHWEST AIRLINES COMMON STOCK 5K 100
METLIFE INC COMMON STOCK 6K 100
ETFMG ALTERNATIVE HARVEST ETF 4K 300
OCCIDENTAL PETROL CO COMMON STOCK 3K 100
PEOPLES BANCORP INC COMMON STOCK 3K 100
PFIZER INC COMMON STOCK 4K 100
VECTRUS INC COMMON STOCK 5K 100
VIATRIS INC COMMON STOCK 163 12
WABTEC COMMON STOCK 86 1
WELLS FARGO & CO COMMON STOCK 14K 300
DIMENSIONAL U S CORE EQUITY 2 ETF 20K 750
DROPBOX INC COMMON STOCK 1K 50
HORIZON THERAPEUTICS P F COMMON STOCK 4K 35
NIO INC F SPONSORED ADR 2K 47
PFIZER INC COMMON STOCK 3K 68
SCHWAB INTERNATIONAL EQUITY ETF 10K 261
SCHWAB US LARGE CAP ETF ETF 15K 145
SCHWAB US AGGREGATE BOND ETF 3K 52
VIATRIS INC COMMON STOCK 108 8
ISHARES GLOBAL UTILITIES ETF IV 8K 140
ROCKY BRANDS INC COMMON STOCK 1K 25
PRUDENTIAL FINL COMMON STOCK 6K 60
BP PLC F SPONSORED ADR 5K 190
LINDE PLC F COMMON STOCK 40K 136
OCCIDENTAL PETROL CO COMMON STOCK 2K 65
A T & T INC COMMON STOCK 33K 1K
WISDOMTREE EMRG MRKT HG DIV ETF 5K 115
SPDR GOLD SHARES ETF ETF 26K 156
URANIUM ENERGY CORP COMMON STOCK 13K 4K
WISDOMTREE INTERNATIONAL EQY ETF 7K 125
VANGUARD GROWTH ETF ETF 29K 100
VANGUARD UTILITIES ETF ETF 8K 57
ARK GENOMIC REVOLUTION ETF 4K 54
ARK INNOVATION ETF ETF 7K 65
GLOBAL X ROBOTICS ARTFCL INTLGNC ETF 6K 160
BLACKSTONE INC COMMON STOCK 12K 100
NEWELL BRANDS INC COMMON STOCK 3K 125
INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES 4K 29
PROCURE SPACE ETF ETF 4K 125
VANGUARD INDUSTRIALS ETF IV 5K 25
SPDR FUND CONSUMER DISCRE SEL ETF IV 9K 51
WALT DISNEY CO COMMON STOCK 8K 50
FORD MOTOR CO COMMON STOCK 6K 400
SPDR GOLD SHARES ETF ETF 7K 40
CHENIERE ENERGY INC COMMON STOCK 10K 100
MOLSON COORS BEVERAGE CL CLASS B 5K 100
SPDR GOLD SHARES ETF ETF 19K 118
FORD MOTOR CO COMMON STOCK 20K 1K
GENERAL ELECTRIC CO COMMON STOCK 14K 137
WABTEC COMMON STOCK 431 5
AMAZON.COM INC COMMON STOCK 53K 16
CHARTER COMMUNICATN CLASS A 2K 3
COMCAST CORP CLASS A 5K 96
SPDR GOLD SHARES ETF ETF 23K 140
ALPHABET INC. CLASS C 40K 15
ALPHABET INC. CLASS A 40K 15
MICROSOFT CORP COMMON STOCK 56K 200
NETFLIX INC COMMON STOCK 61K 100
A T & T INC COMMON STOCK 2K 62
WISDOMTREE EMRG MRKT HG DIV ETF 94K 2K
ISHARES GLOBAL UTILITIES ETF IV 72K 1K
VANGUARD DIVIDEND APPRECIATION ETF 77K 500
VANGUARD UTILITIES ETF ETF 77K 550
SCHWAB US BROAD MARKET ETF 20K 189
SCHWAB EMERGING MARKETS EQUITY ETF 6K 186
SCHWAB INTERNATIONAL EQUITY ETF 6K 159
CHARLES SCHWAB US REIT ETF 5K 107
APPLE INC COMMON STOCK 35K 248
AMERICAN WATER WORKS COMMON STOCK 25K 150
DIMENSIONAL U S SMALL CAP ETF 14K 250
DIMENSIONAL U S EQUITY ETF 55K 1K
PUB SVC ENTERPISE GP COMMON STOCK 12K 200
RE/MAX HLDG INC CLASS A 3K 100
THE COCA-COLA CO COMMON STOCK 903 17
BRISTOL-MYERS SQUIBB COMMON STOCK 31K 527
ISHARES IBOXX HIGH YIELD BOND ETF IV 7K 74
LILLY ELI & CO COMMON STOCK 60K 258
MERCK & CO. INC. COMMON STOCK 15K 194
ORGANON & CO COMMON STOCK 628 19
PFIZER INC COMMON STOCK 11K 262
VIATRIS INC COMMON STOCK 427 31
BRIGHTHOUSE FINL INC0050 COMMON STOCK 136 3
CHEMOURS CO COMMON STOCK 2K 80
CAMPBELL SOUP CO COMMON STOCK 15K 350
CORTEVA INC COMMON STOCK 7K 170
CHEVRON CORP COMMON STOCK 119K 1K
DUPONT DE NEMOURS INC COMMON STOCK 12K 170
DOW INC COMMON STOCK 10K 170
METLIFE INC COMMON STOCK 2K 37
PFIZER INC COMMON STOCK 47K 1K
VIATRIS INC COMMON STOCK 2K 134
SCHWAB US SMALL CAP ETF ETF 21K 213
CHARLES SCHWAB US MC ETF 32K 422
A T & T INC COMMON STOCK 21K 795
CHEVRON CORP COMMON STOCK 70K 686
WISDOMTREE EMRG MRKT HG DIV ETF 33K 750
SPDR DOW JONES INTER REAL EST ETF IV 13K 380
VANGUARD UTILITIES ETF ETF 21K 150
IBM CORP COMMON STOCK 128K 924
WALT DISNEY CO COMMON STOCK 5K 30
MCDONALDS CORP COMMON STOCK 24K 100
MOTOROLA SOLUTIONS COMMON STOCK 7K 30
AFTERMASTER INC COMMON STOCK 8 82K
AMC ENTERTAINMENT CLASS A 2K 60
AMPHENOL CORP CLASS A 4K 50
JOHNSON & JOHNSON COMMON STOCK 55K 341
KRAFT HEINZ CO COMMON STOCK 10K 263
THE COCA-COLA CO COMMON STOCK 55K 1K
LILLY ELI & CO COMMON STOCK 84K 366
MCDONALDS CORP COMMON STOCK 30K 126
MONDELEZ INTL CLASS A 4K 73
PFIZER INC COMMON STOCK 17K 387
PROCTER & GAMBLE COMMON STOCK 53K 378
RYAN SPECIALTY GROUP HLD COMMON STOCK 3K 100
VIATRIS INC COMMON STOCK 633 47
WEBER INC CLASS A 4K 200
WISDOMTREE EMRG MRKT HG DIV ETF 6K 135
ISHARES GLOBAL UTILITIES ETF IV 8K 140
VANGUARD ENERGY ETF ETF 7K 100
AFLAC INC COMMON STOCK 10K 200
BOSTON OMAHA CORP 00500 CLASS A 4K 100
COGNEX CORP COMMON STOCK 16K 200
GENERAL MILLS INC COMMON STOCK 3K 50
INTEL CORP COMMON STOCK 16K 300
ISHARES GLOBAL UTILITIES ETF IV 6K 100
MERCADOLIBRE INC COMMON STOCK 17K 10
MARKEL CORP COMMON STOCK 18K 15
PAYPAL HOLDINGS INCORPOR COMMON STOCK 39K 150
RAVEN INDUSTRIES INC COMMON STOCK 12K 200
STARBUCKS CORP COMMON STOCK 11K 100
SCOTTS MIRACLE GRO CO COMMON STOCK 15K 100
STAAR SURGICAL CO COMMON STOCK 13K 100
CME GROUP INC CLASS A 5K 27
ETFMG PRIME CYBER SECURITY ETF 10K 160
ROBOTICS AND ARTIFICIAL MULTISE ETF 5K 126
INVESCO AEROSPACE & DEFENSE ETF 11K 150
VANGUARD S&P SMALL CAP 600 ETF IV 10K 51
INVESCO S & P MIDCAP MOMENTUM ETF 7K 83
SCHWAB US LARGE CAP ETF ETF 13K 125
3M CO COMMON STOCK 57K 323
ISHARES GLOBAL UTILITIES ETF IV 29K 500
ARK INNOVATION ETF ETF 25K 225
DIMENSIONAL U S SMALL CAP ETF 60K 1K
SCHWAB INTERNATIONAL EQUITY ETF 46K 1K
BEYOND MEAT INC COMMON STOCK 5K 50
WALT DISNEY CO COMMON STOCK 10K 58
ALPHABET INC. CLASS C 27K 10
ALPHABET INC. CLASS A 27K 10
GXO LOGISTICS INC COMMON STOCK 8K 100
CONSTELLATION BRAND CLASS A 11K 52
XPO LOGISTICS INC COMMON STOCK 8K 100
WALT DISNEY CO COMMON STOCK 7K 40
ISHARES US UTILITIES ETF IV 55K 700
ABBVIE INC COMMON STOCK 3K 26
ABBOTT LABORATORIES COMMON STOCK 14K 115
BRISTOL-MYERS SQUIBB COMMON STOCK 3K 59
FORD MOTOR CO COMMON STOCK 7K 500
GENERAL ELECTRIC CO COMMON STOCK 3K 27
GILEAD SCIENCES INC COMMON STOCK 8K 115
IBM CORP COMMON STOCK 14K 100
INTEL CORP COMMON STOCK 16K 308
JOHNSON & JOHNSON COMMON STOCK 9K 54
ISHARES GLOBAL UTILITIES ETF IV 14K 238
MICROSOFT CORP COMMON STOCK 16K 56
QUANTUMSCAPE CORP CLASS A 10K 400
SCHWAB EMERGING MARKETS EQUITY ETF 7K 224
SPDR S&P DIVIDEND ETF IV ETF 14K 123
STORE CAPITAL CORP REIT 7K 203
A T & T INC COMMON STOCK 2K 86
WALGREENS BOOTS ALLI COMMON STOCK 10K 223
W E C ENERGY GROUP INC COMMON STOCK 20K 231
WALMART INC COMMON STOCK 954 7
PRUDENTIAL FINL COMMON STOCK 6K 60
COMCAST CORP CLASS A 6K 104
A T & T INC COMMON STOCK 23K 855
FIFTH THIRD BANCORP COMMON STOCK 92K 2K
WALGREENS BOOTS ALLI COMMON STOCK 7K 150
FIRST MERCHANTS CORP COMMON STOCK 43K 1K
RETAIL PPTY AMERICA REIT 32K 3K
AMERIPRISE FINL COMMON STOCK 8K 31
AMERICAN EXPRESS CO COMMON STOCK 25K 151
SCHWAB US SMALL CAP ETF ETF 8K 75
SCHWAB EMERGING MARKETS EQUITY ETF 4K 140
SCHWAB INTERNATIONAL EQUITY ETF 8K 200
SCHWAB US LARGE CAP ETF ETF 12K 120
VANGUARD SHORT TERM COR BD ETF 25K 316
DIMENSIONAL WORLD EQUITY ETF 53K 860
DIMENSIONAL U S CORE EQUITY 2 ETF 147K 4K
DIMENSIONAL U S EQUITY ETF 63K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 81K 3K
DIMENSIONAL U S CORE EQUITY 2 ETF 257K 8K
DIMENSIONAL US SMALL CAP VALU ETF 109K 3K
DIMENSIONAL INTERN HIGH PROFIT ETF 48K 2K
DIMENSIONAL INTERN SMALL CAP VL ETF 50K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 132K 4K
ISHARES CORE MSCI TOTL INTL STCK ETF 89K 1K
VANGUARD MUNI BND TAX EXEMPT ETF 27K 535
VANGUARD VALUE ETF ETF 124K 738
VANGUARD GROWTH ETF ETF 126K 342
PUB SVC ENTERPISE GP COMMON STOCK 89K 1K
SPDR S&P 500 ETF ETF 140K 255
VANGUARD GROWTH ETF ETF 137K 373
DIMENSIONAL U S TARGETED VALUE ETF 39K 688
DIMENSIONAL WORLD EQUITY ETF 24K 392
DIMENSIONAL WORLD EQUITY ETF 22K 365
VANGUARD GROWTH ETF ETF 14K 38
DIMENSIONAL U S TARGETED VALUE ETF 8K 146
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 115
DIMENSIONAL WLD EX US CR EQ 2 ETF 6K 236
VANGUARD GROWTH ETF ETF 739 2
DIMENSIONAL WORLD EQUITY ETF 9K 153
DIMENSIONL US LARGE CAP VALUE ETF 10K 322
DIMENSIONAL US SMALL CAP VALU ETF 7K 214
DIMENSNL ULTRASHRT FIXED INCM ETF 17K 334
ISHARES CORE MSCI TOTL INTL STCK ETF 11K 157
DIMENSIONAL US MARKETWIDE VALUE ETF 4K 99
DIMENSIONAL US MARKETWIDE VALUE ETF 18K 445
DIMENSNL ULTRASHRT FIXED INCM ETF 18K 357
SCHWAB US DIVIDEND EQUITY ETF 18K 214
SCHWAB INTERNATIONAL DIVIDND EQY ETF 2K 97
VANGUARD SHORT TERM COR BD ETF 11K 137
DIMENSIONAL U S CORE EQUITY 2 ETF 420K 13K
DIMENSIONAL WLD EX US CR EQ 2 ETF 226K 9K
DIMENSIONAL INTERNATIONAL VAL ETF 117K 3K
DIMENSIONAL US SMALL CAP VALU ETF 115K 4K
DIMENSIONAL US MARKETWIDE VALUE ETF 215K 5K
DIMENSIONAL GLOBAL CREDIT ETF 31K 571
DIMENSIONAL INTERN SMALL CAP VL ETF 47K 2K
VANGUARD GROWTH ETF ETF 385K 1K
DIMENSIONAL US REAL ESTATE ETF 59K 2K
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 253K 7K
DIMENSIONAL WLD EX US CR EQ 2 ETF 144K 6K
DIMENSIONAL CORE FIXED INCOME ETF 51K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 2K 56
DIMENSIONL US LARGE CAP VALUE ETF 137K 5K
DIMENSIONAL US HIGH PROFTBLTY ETF 131K 4K
DIMENSNL ULTRASHRT FIXED INCM ETF 51K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 94K 885
VANGUARD SHORT TERM TREASURY ETF 32K 551
ALT HSE CANNABIS INC F COMMON STOCK 0 10
DIMENSIONAL U S CORE EQUITY 2 ETF 259K 8K
DIMENSIONAL WORLD EQUITY ETF 379K 6K
DIMENSIONAL US SMALL CAP VALU ETF 195K 6K
DIMENSIONAL US LRGE CP VCTR ETF 125K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 105K 2K
ISHARES 20 PLS YEAR TREASURY BND ETF 112K 1K
VANGUARD GROWTH ETF ETF 266K 725
DIMENSIONAL INTERN CORE EQT MKT ETF 56K 2K
DIMENSIONAL U S SMALL CAP ETF 32K 496
DIMENSIONAL US CORE EQUITY MARKT ETF 145K 4K
DIMENSIONAL CORE FIXED INCOME ETF 52K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 40K 1K
DIMENSIONL US LARGE CAP VALUE ETF 22K 721
DIMENSIONAL US HIGH PROFTBLTY ETF 80K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 5K 102
DIMENSIONAL US HIGH PROFTBLTY ETF 45K 1K
DIMENSIONAL WORLD EQUITY ETF 5K 75
DIMENSIONAL US CORE EQUITY MARKT ETF 46K 1K
VANGUARD SHORT TERM TREASURY ETF 17K 286
DIMENSIONAL WORLD EQUITY ETF 79K 1K
DIMENSIONAL U S CORE EQUITY 2 ETF 70K 2K
DIMENSIONAL U S TARGETED VALUE ETF 34K 591
DIMENSIONAL WLD EX US CR EQ 2 ETF 34K 1K
DIMENSIONAL WORLD EQUITY ETF 10K 157
DIMENSIONAL WORLD EQUITY ETF 13K 210
VANGUARD GROWTH ETF ETF 8K 23
DIMENSIONAL US REAL ESTATE ETF 8K 347
DIMENSIONAL U S TARGETED VALUE ETF 19K 337
DIMENSIONAL US CORE EQUITY MARKT ETF 44K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 31K 445
SCHWAB US DIVIDEND EQUITY ETF 15K 183
VANGUARD MID CAP GROWTH ETF 14K 61
DIMENSIONAL US CORE EQUITY MARKT ETF 53K 1K
SPDR S&P 500 ETF ETF 13K 23
VANGUARD GROWTH ETF ETF 38K 102
DIMENSIONAL U S TARGETED VALUE ETF 53K 921
DIMENSIONAL U S EQUITY ETF 105K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 10K 96
VANGUARD SHORT TERM TREASURY ETF 40K 676
DIMENSIONAL U S CORE EQUITY 2 ETF 396K 12K
DIMENSIONAL US REAL ESTATE ETF 42K 2K
DIMENSIONAL U S TARGETED VALUE ETF 82K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 114K 4K
DIMENSIONAL NATIONL MUNPL BND ETF 117K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 163
VANGUARD MID CAP GROWTH ETF 71K 305
VANGUARD GROWTH ETF ETF 293K 798
DIMENSIONAL U S CORE EQUITY 2 ETF 25K 748
VANGUARD GROWTH ETF ETF 37K 100
DIMENSIONAL U S TARGETED VALUE ETF 61K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 94K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 62K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 52K 1K
DIMENSIONAL US SUS CORE 1 ETF 199K 6K
DIMENSIONAL WORLD EQUITY ETF 22K 358
DIMENSIONAL WORLD EQUITY ETF 11K 174
DIMENSIONAL US REAL ESTATE ETF 30K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 38K 1K
DIMENSIONL US LARGE CAP VALUE ETF 30K 1K
DIMENSIONAL INTERN SMALL CAP VL ETF 23K 827
DIMENSIONAL US HIGH PROFTBLTY ETF 24K 732
DIMENSIONAL U S CORE EQUITY 2 ETF 138K 4K
DIMENSIONAL U S TARGETED VALUE ETF 67K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 66K 3K
DIMENSIONAL CORE FIXED INCOME ETF 51K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 34K 906
DIMENSIONAL NATIONL MUNPL BND ETF 41K 857
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 50K 469
VANGUARD GROWTH ETF ETF 50K 135
DIMENSIONAL INFLTN PRTD SECRT ETF 25K 614
SCHWAB US DIVIDEND EQUITY ETF 36K 440
DIMENSIONAL WORLD EQUITY ETF 37K 598
BAIDU INC F SPONSORED ADR 5K 59
DIMENSIONAL U S CORE EQUITY 2 ETF 35K 1K
MEDTRONIC PLC F COMMON STOCK 129K 2K
VANGUARD GROWTH ETF ETF 66K 179
GREAT WEST LIFECO F COMMON STOCK 5K 168
REALTY INCOME CORP REIT 6K 100
SCHWAB US SMALL CAP ETF ETF 44K 850
T ROWE PRICE DIVIDEND GROWTH ETF 45K 1K
VANGUARD GROWTH ETF ETF 69K 188
DIMENSIONAL INTERN CORE EQT MKT ETF 16K 524
DIMENSIONAL US REAL ESTATE ETF 10K 444
DIMENSIONAL US CORE EQUITY MARKT ETF 38K 1K
DIMENSIONAL CORE FIXED INCOME ETF 32K 758
DIMENSIONAL INTERNATIONAL VAL ETF 12K 319
DIMENSIONL US LARGE CAP VALUE ETF 28K 916
DIMENSIONAL US SMALL CAP VALU ETF 9K 279
DIMENSIONAL US HIGH PROFTBLTY ETF 21K 637
DIMENSIONAL INTERN CORE EQT MKT ETF 50K 2K
DIMENSIONAL U S TARGETED VALUE ETF 15K 258
DIMENSIONAL CORE FIXED INCOME ETF 168K 4K
DIMENSIONAL U S EQUITY ETF 64K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 39K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 43K 846
VANGUARD SHORT TERM COR BD ETF 240 3
VANGUARD SHORT TERM TREASURY ETF 255 4
VANGUARD VALUE ETF ETF 50K 299
VANGUARD GROWTH ETF ETF 82K 223
DIMENSIONAL WORLD EQUITY ETF 47K 772
SCHWAB US DIVIDEND EQUITY ETF 20K 241
DIMENSIONAL WORLD EQUITY ETF 865 14
DIMENSIONAL WORLD EQUITY ETF 2K 28
AMERICAN AIRLS GROUP COMMON STOCK 43 4
BAXTER INTERNTNL COMMON STOCK 6K 180
COMCAST CORP CLASS A 4K 108
CORTEVA INC COMMON STOCK 10K 186
CVS HEALTH CORP COMMON STOCK 1K 24
DUPONT DE NEMOURS INC IA COMMON STOCK 16K 186
DIMENSIONAL U S SMALL CAP ETF 57K 865
DIMENSIONAL U S TARGETED VALUE ETF 58K 1K
DOW INC COMMON STOCK 10K 186
EDWARDS LIFESCIENCES COMMON STOCK 12K 192
LINDE PLC F COMMON STOCK 327K 720
LUMEN TECHNOLOGIES INC COMMON STOCK 13 4
OCCIDENTAL PETROL CO COMMON STOCK 27K 448
PEPSICO INC COMMON STOCK 4K 25
A T & T INC COMMON STOCK 7K 371
TAKEDA PHARMA CO F SPONSORED ADR 2K 125
VODAFONE GROUP F SPONSORED ADR 131 14
VERIZON COMMUNICATN COMMON STOCK 3K 72
WARNER BROTHERS DISCOVER COMMON STOCK 770 89
W E C ENERGY GROUP INC COMMON STOCK 16K 184
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 132
DIMENSIONAL INTERN SMALL CAP VL ETF 1K 49
DIMENSIONAL U S SMALL CAP ETF 13 0
DIMENSIONAL US CORE EQUITY MARKT ETF 24 1
DIMENSIONAL WORLD EQUITY ETF 65K 1K
DIMENSIONAL U S CORE EQUITY 2 ETF 143K 4K
DIMENSIONAL US HIGH PROFTBLTY ETF 13K 408
DIMENSIONAL WORLD EQUITY ETF 57K 924
DIMENSIONAL WORLD EQUITY ETF 11K 174
DIMENSIONAL US REAL ESTATE ETF 10K 413
DIMENSIONAL U S TARGETED VALUE ETF 10K 169
DIMENSIONAL US CORE EQUITY MARKT ETF 44K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 24K 936
DIMENSIONAL CORE FIXED INCOME ETF 37K 881
DIMENSIONL US LARGE CAP VALUE ETF 22K 730
DIMENSIONAL US HIGH PROFTBLTY ETF 23K 692
DIMENSNL ULTRASHRT FIXED INCM ETF 18K 363
DIMENSIONAL U S CORE EQUITY 2 ETF 101K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 75K 2K
DIMENSIONAL US SUS CORE 1 ETF 264K 7K
DIMENSIONAL US SMALL CAP VALU ETF 106K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 52K 493
VANGUARD GROWTH ETF ETF 126K 343
DIMENSIONAL INTERN CORE EQT MKT ETF 33K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 76K 2K
DIMENSIONAL CORE FIXED INCOME ETF 49K 1K
DIMENSIONL US LARGE CAP VALUE ETF 39K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
VANGUARD MID CAP GROWTH ETF 7K 31
DIMENSIONAL WORLD EQUITY ETF 3K 44
DIMENSIONAL WLD EX US CR EQ 2 ETF 52K 2K
DIMENSIONAL US SMALL CAP VALU ETF 41K 1K
DIMENSIONAL U S EQUITY ETF 79K 1K
VANGUARD GROWTH ETF ETF 66K 179
DIMENSIONAL U S TARGETED VALUE ETF 6K 113
DIMENSIONAL U S TARGETED VALUE ETF 15K 256
DIMENSIONAL US CORE EQUITY MARKT ETF 65K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 21K 802
DIMENSIONAL CORE FIXED INCOME ETF 88K 2K
DIMENSIONL US LARGE CAP VALUE ETF 39K 1K
DIMENSIONAL SHRT DRT FXD INCM ETF 35K 737
DIMENSIONAL US HIGH PROFTBLTY ETF 40K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 52K 1K
DIMENSIONAL U S CORE EQUITY 2 ETF 1K 31
NVIDIA CORP COMMON STOCK 234 2
DIMENSIONAL WLD EX US CR EQ 2 ETF 66K 3K
VANGUARD SHORT TERM COR BD ETF 58 1
DIMENSIONAL US CORE EQUITY MARKT ETF 48K 1K
DIMENSIONAL CORE FIXED INCOME ETF 30K 719
VANGUARD VALUE ETF ETF 20K 117
DIMENSIONAL WORLD EQUITY ETF 928 15
DIMENSIONAL WORLD EQUITY ETF 13K 203
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 201
APPLE INC COMMON STOCK 199K 896
IDEXX LABS INC COMMON STOCK 36K 76
PROCTER & GAMBLE COMMON STOCK 38K 237
CONSTELLATION BRAND CLASS A 25K 102
VISA INC CLASS A 26K 96
VANGUARD SHORT TERM COR BD ETF 7K 88
ISHARES GOLD ETF ETF 6K 124
DIMENSIONAL SHRT DRT FXD INCM ETF 21K 440
DIMENSIONAL US REAL ESTATE ETF 10K 408
DIMENSIONAL U S SMALL CAP ETF 10K 151
DIMENSIONAL US CORE EQUITY MARKT ETF 61K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 31K 1K
DIMENSIONAL CORE FIXED INCOME ETF 75K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 19K 503
DIMENSIONL US LARGE CAP VALUE ETF 25K 837
DIMENSIONAL SHRT DRT FXD INCM ETF 21K 444
DIMENSIONAL US HIGH PROFTBLTY ETF 30K 931
DIMENSNL ULTRASHRT FIXED INCM ETF 24K 472
COCA-COLA EUROPACIFIC F COMMON STOCK 1K 14
CORTEVA INC COMMON STOCK 224 4
DUPONT DE NEMOURS INC IA COMMON STOCK 335 4
DIMENSIONAL U S EQUITY ETF 99K 2K
DOW INC COMMON STOCK 218 4
MERCK & CO. INC. COMMON STOCK 3K 27
ORGANON & CO COMMON STOCK 44 2
TRI CONTINENTAL CF COMMON STOCK 4K 134
UNION PACIFIC CORP COMMON STOCK 3K 11
DIMENSNL ULTRASHRT FIXED INCM ETF 23K 451
CANNABIS SCIENCE INC XXX REGISTRATION REVOKED BY 0 3K
UNITED CANNABIS CORP XXX REGISTRATION REVOKED BY 0 130
AMAZON.COM INC COMMON STOCK 15K 80
SALESFORCE INC COMMON STOCK 2K 8
DIMENSIONAL EMERG CORE EQY MRKT ETF 11K 417
DIMENSIONAL INTERN CORE EQT MKT ETF 30K 975
DIMENSIONAL US CORE EQUITY MARKT ETF 113K 3K
DIMENSIONAL CORE FIXED INCOME ETF 17K 408
DIMENSIONL GLOBAL REAL ESTATE ETF 4K 150
DIMENSIONAL SHRT DRT FXD INCM ETF 17K 362
NICE LTD F SPONSORED ADR 1K 7
PENN ENTMT INC COMMON STOCK 8K 385
ROLLS-ROYCE HLDGS ORDF COMMON STOCK 15K 3K
SPDR S&P 500 ETF ETF 18K 32
DIMENSIONAL WORLD EQUITY ETF 23K 367
DIMENSIONAL US HIGH PROFTBLTY ETF 41K 1K
VANGUARD SHORT TERM TREASURY ETF 24K 410
VANGUARD GROWTH ETF ETF 138K 374
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 167
DIMENSIONAL U S EQUITY ETF 33K 545
DIMENSNL ULTRASHRT FIXED INCM ETF 9K 186
ABBVIE INC COMMON STOCK 18K 99
BROADCOM INC COMMON STOCK 37K 230
DIMENSIONAL U S TARGETED VALUE ETF 55K 962
DIMENSIONAL WLD EX US CR EQ 2 ETF 107K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 120K 3K
DIMENSIONAL NATIONL MUNPL BND ETF 89K 2K
DIMENSIONAL US SUS CORE 1 ETF 315K 9K
DIMENSIONAL US SMALL CAP VALU ETF 166K 5K
DIMENSIONAL US MARKETWIDE VALUE ETF 155K 4K
DIMENSIONAL GLOBAL CREDIT ETF 31K 578
DIMENSIONAL US HIGH PROFTBLTY ETF 185K 6K
VANGUARD SHORT TERM TREASURY ETF 68K 1K
VANGUARD MUNI BND TAX EXEMPT ETF 52K 1K
WALMART INC COMMON STOCK 19K 276
EXXON MOBIL CORP COMMON STOCK 17K 147
DIMENSIONAL EMERG CORE EQY MRKT ETF 28K 1K
DIMENSIONAL U S TARGETED VALUE ETF 18K 314
DIMENSIONAL US CORE EQUITY MARKT ETF 109K 3K
SCHWAB US DIVIDEND EQUITY ETF 62K 751
VANGUARD VALUE ETF ETF 78K 464
DIMENSIONAL WORLD EQUITY ETF 2K 33
DIMENSIONAL WORLD EQUITY ETF 84K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 8K 210
DIMENSIONAL US CORE EQUITY MARKT ETF 28K 731
VANGUARD SHORT TERM COR BD ETF 16K 199
VANGUARD SHORT TERM TREASURY ETF 10K 171
DIMENSIONAL INTERN CORE EQT MKT ETF 16K 531
DIMENSIONAL US REAL ESTATE ETF 9K 368
DIMENSIONAL U S SMALL CAP ETF 9K 131
DIMENSIONAL US CORE EQUITY MARKT ETF 42K 1K
DIMENSIONAL CORE FIXED INCOME ETF 24K 578
DIMENSIONAL INTERNATIONAL VAL ETF 11K 304
DIMENSIONL US LARGE CAP VALUE ETF 16K 536
DIMENSIONAL INTERN SMALL CAP VL ETF 7K 234
DIMENSIONAL US HIGH PROFTBLTY ETF 23K 709
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 157
VANGUARD SHORT TERM COR BD ETF 17K 212
SCHWAB US DIVIDEND EQUITY ETF 26K 309
VANGUARD SHORT TERM COR BD ETF 14K 179
DIMENSIONAL WORLD EQUITY ETF 1K 17
DIMENSIONAL WORLD EQUITY ETF 14K 227
DIMENSIONAL U S EQUITY ETF 7K 118
DIMENSIONAL WORLD EQUITY ETF 280K 5K
VANGUARD GROWTH ETF ETF 186K 507
VANGUARD SHORT TERM COR BD ETF 27K 344
DIREXION DAILY S&P 500 BEAR ETF 83K 7K
DIMENSIONAL WORLD EQUITY ETF 65K 1K
DIMENSIONAL CORE FIXED INCOME ETF 14K 332
DIMENSNL ULTRASHRT FIXED INCM ETF 26K 512
DIMENSIONAL WLD EX US CR EQ 2 ETF 2K 84
DIMENSIONL US LARGE CAP VALUE ETF 18K 610
DIMENSNL ULTRASHRT FIXED INCM ETF 31K 617
DIMENSIONAL US REAL ESTATE ETF 6K 241
DIMENSIONAL U S SMALL CAP ETF 6K 86
DIMENSIONAL US CORE EQUITY MARKT ETF 37K 976
DIMENSIONAL WLD EX US CR EQ 2 ETF 16K 616
DIMENSIONAL CORE FIXED INCOME ETF 45K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 11K 296
DIMENSIONL US LARGE CAP VALUE ETF 14K 478
DIMENSIONAL SHRT DRT FXD INCM ETF 13K 268
DIMENSIONAL US HIGH PROFTBLTY ETF 18K 564
DIMENSNL ULTRASHRT FIXED INCM ETF 14K 286
COSTCO WHOLESALE CO COMMON STOCK 5K 6
DIMENSIONAL WORLD EQUITY ETF 11K 183
MEDMEN ENTERPRISES INC F CLASS B 0 20
SPDR S&P 500 ETF ETF 8K 15
AMAZON.COM INC COMMON STOCK 11K 61
DIMENSIONAL U S EQUITY ETF 26K 435
VANGUARD GROWTH ETF ETF 24K 64
DIMENSIONAL US SUS CORE 1 ETF 4K 107
ISHARES CORE MSCI TOTL INTL STCK ETF 2K 34
DIMENSIONAL WLD EX US CR EQ 2 ETF 11K 412
DIMENSIONAL CORE FIXED INCOME ETF 9K 222
DIMENSIONL US LARGE CAP VALUE ETF 20K 651
DIMENSNL ULTRASHRT FIXED INCM ETF 25K 502
DIMENSIONAL WLD EX US CR EQ 2 ETF 2K 86
SCHWAB US DIVIDEND EQUITY ETF 4K 44
VANGUARD GROWTH ETF ETF 11K 29
DIMENSIONAL US CORE EQUITY MARKT ETF 33K 856
DIMENSIONAL CORE FIXED INCOME ETF 61K 1K
DIMENSIONAL SHRT DRT FXD INCM ETF 8K 165
DIMENSIONAL WORLD EQUITY ETF 49K 794
DIMENSNL ULTRASHRT FIXED INCM ETF 11K 220
VANGUARD TOTAL BOND MARKET ETF 1K 16
DIMENSIONAL WORLD EQUITY ETF 3K 47
DIMENSIONAL US HIGH PROFTBLTY ETF 88K 3K
DIMENSIONAL U S TARGETED VALUE ETF 11K 191
ISHARES GOLD ETF ETF 3K 62
ISHARES CORE S&P 500 ETF 27K 49
ISHARES CORE MSCI TOTL INTL STCK ETF 10K 151
DIMENSIONAL WORLD EQUITY ETF 50K 810
DIMENSIONAL INFLTN PRTD SECRT ETF 3K 67
DIMENSIONAL US CORE EQUITY MARKT ETF 50K 1K
SCHWAB US DIVIDEND EQUITY ETF 27K 326
DIMENSIONAL U S CORE EQUITY 2 ETF 78K 2K
DIMENSIONAL U S TARGETED VALUE ETF 59K 1K
DIMENSIONAL WORLD EQUITY ETF 315K 5K
DIMENSIONAL WORLD EQUITY ETF 3K 42
SCHWAB US DIVIDEND EQUITY ETF 28K 343
VANGUARD SHORT TERM COR BD ETF 6K 71
VANGUARD S&P 500 ETF ETF 44K 87
DIMENSIONAL WORLD EQUITY ETF 8K 127
DIMENSIONAL WORLD EQUITY ETF 248 4
DIMENSIONAL WORLD EQUITY ETF 123 2
PROSHARES ULTRAPRO SHORT QQQ ETF 3K 295
DIMENSIONAL U S TARGETED VALUE ETF 39K 685
DIMENSIONAL US HIGH PROFTBLTY ETF 50K 2K
SCHWAB US DIVIDEND EQUITY ETF 42K 504
BOEING CO COMMON STOCK 4K 20
DIMENSIONAL WORLD EQUITY ETF 1K 22
AIRBUS GROUP ORDF COMMON STOCK 10K 65
ISHARES CORE US AGGREGATE BOND ETF 11K 106
DIMENSIONAL U S TARGETED VALUE ETF 41K 711
DIMENSIONAL WLD EX US CR EQ 2 ETF 42K 2K
SCHWAB US DIVIDEND EQUITY ETF 24K 288
VANGUARD MUNI BND TAX EXEMPT ETF 12K 233
VANGUARD GROWTH ETF ETF 14K 39
DIMENSIONAL WORLD EQUITY ETF 136K 2K
DIMENSIONAL WORLD EQUITY ETF 4K 58
DIMENSIONAL WORLD EQUITY ETF 3K 53
DIMENSIONAL WORLD EQUITY ETF 3K 42
DIMENSIONAL WORLD EQUITY ETF 4K 63
SCHWAB US DIVIDEND EQUITY ETF 6K 75
DIMENSIONAL U S EQUITY ETF 1K 19
DIMENSIONAL US HIGH PROFTBLTY ETF 83K 3K
DIMENSIONAL U S TARGETED VALUE ETF 12K 213
DIMENSIONAL U S CORE EQUITY 2 ETF 454K 14K
DIMENSIONAL U S EQUITY ETF 447K 7K
CRYSTALLEX INTERNTNL XXX REGISTRATION REVOKED BY 0 400
DIMENSIONAL WORLD EQUITY ETF 8K 132
DIMENSIONAL U S CORE EQUITY 2 ETF 155K 5K
DIMENSIONAL US REAL ESTATE ETF 24 1
DIMENSIONAL U S TARGETED VALUE ETF 57K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 135K 5K
DIMENSIONL US LARGE CAP VALUE ETF 46K 2K
DIMENSIONAL INTERN SMALL CAP VL ETF 30K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 86K 3K
SPDR GOLD SHARES ETF ETF 75K 330
VANGUARD GROWTH ETF ETF 183K 498
DIMENSIONAL WORLD EQUITY ETF 8K 135
DIMENSIONAL WORLD EQUITY ETF 7K 114
DIMENSIONAL U S TARGETED VALUE ETF 42K 736
DIMENSIONAL US CORE EQUITY MARKT ETF 188K 5K
DIMENSIONAL WORLD EQUITY ETF 169K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 84K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 102K 3K
VANGUARD SHORT TERM COR BD ETF 74K 951
DIMENSIONAL WORLD EQUITY ETF 3K 49
DIMENSIONAL US MARKETWIDE VALUE ETF 9K 216
DIMENSIONAL WORLD EQUITY ETF 27K 444
DIMENSIONAL US CORE EQUITY MARKT ETF 13K 353
VANGUARD GROWTH ETF ETF 13K 34
DIMENSIONAL CORE FIXED INCOME ETF 6K 138
DIMENSIONAL WORLD EQUITY ETF 9K 154
DIMENSIONAL US SMALL CAP VALU ETF 1K 46
DIMENSIONAL U S SMALL CAP ETF 16K 250
DIMENSIONAL U S EQUITY ETF 30K 500
DIMENSIONAL U S CORE EQUITY 2 ETF 2K 64
DIMENSIONAL WLD EX US CR EQ 2 ETF 23K 883
DIMENSIONL US LARGE CAP VALUE ETF 29K 959
DIMENSNL ULTRASHRT FIXED INCM ETF 17K 328
DIMENSIONAL US REAL ESTATE ETF 686 29
DIMENSIONAL U S TARGETED VALUE ETF 17K 295
DIMENSIONAL US CORE EQUITY MARKT ETF 74K 2K
DIMENSIONAL CORE FIXED INCOME ETF 42K 996
DIMENSIONL US LARGE CAP VALUE ETF 243 8
DIMENSIONAL US HIGH PROFTBLTY ETF 10K 307
DIMENSIONAL WORLD EQUITY ETF 2K 34
DIMENSIONAL WORLD EQUITY ETF 18K 300
DIMENSNL ULTRASHRT FIXED INCM ETF 14K 277
DIMENSIONAL US REAL ESTATE ETF 16K 681
DIMENSIONAL CORE FIXED INCOME ETF 22K 521
DIMENSIONL US LARGE CAP VALUE ETF 20K 672
DIMENSIONAL U S CORE EQUITY 2 ETF 492K 15K
DIMENSIONAL WLD EX US CR EQ 2 ETF 440K 17K
DIMENSIONAL U S EQUITY ETF 484K 8K
DIMENSIONAL WORLD EQUITY ETF 113K 2K
DIMENSIONAL US REAL ESTATE ETF 38K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 27K 1K
DIMENSIONAL CORE FIXED INCOME ETF 72K 2K
DIMENSIONL US LARGE CAP VALUE ETF 90K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 71K 1K
DIMENSIONAL WORLD EQUITY ETF 37K 607
DIMENSIONAL WORLD EQUITY ETF 35K 571
DIMENSIONAL WORLD EQUITY ETF 80K 1K
ROLLS-ROYCE HLDGS ORDF COMMON STOCK 1K 192
CARNIVAL CORP F COMMON STOCK 12K 716
DIMENSIONAL WORLD EQUITY ETF 61 1
ISHARES MSCI GLL MET MIN PROD ETF 4K 89
DIMENSIONAL U S EQUITY ETF 23K 378
DIMENSNL ULTRASHRT FIXED INCM ETF 20K 386
NXU INC CLASS A 0 1
VANGUARD GROWTH ETF ETF 24K 65
DIMENSIONAL WORLD EQUITY ETF 13K 210
VANGUARD SHORT TERM TREASURY ETF 607 10
DIMENSIONAL US REAL ESTATE ETF 28K 1K
DIMENSIONAL U S TARGETED VALUE ETF 29K 500
DIMENSIONAL US CORE EQUITY MARKT ETF 38K 1K
DIMENSIONAL WORLD EQUITY ETF 55K 900
DIMENSIONAL US MARKETWIDE VALUE ETF 46K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 43K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 16K 150
ISHARES 20 PLS YEAR TREASURY BND ETF 14K 150
VANGUARD GROWTH ETF ETF 42K 115
SCHWAB US DIVIDEND EQUITY ETF 23K 275
DIMENSIONAL U S CORE EQUITY 2 ETF 20K 614
SCHWAB US DIVIDEND EQUITY ETF 14K 166
VANGUARD GROWTH ETF ETF 19K 51
SCHWAB US DIVIDEND EQUITY ETF 7K 85
DIMENSIONAL WORLD EQUITY ETF 2K 33
DIMENSIONAL WORLD EQUITY ETF 27K 441
DIMENSIONAL U S TARGETED VALUE ETF 20K 354
DIMENSIONAL WLD EX US CR EQ 2 ETF 11K 411
DIMENSIONAL U S EQUITY ETF 4K 73
MICROSOFT CORP COMMON STOCK 10K 25
VANGUARD ULTRA SHORT BOND ETF 5K 110
DIMENSIONAL WORLD EQUITY ETF 12K 203
DIMENSIONAL U S TARGETED VALUE ETF 41K 720
DIMENSIONAL WLD EX US CR EQ 2 ETF 15K 586
DIMENSIONAL GLOBAL CREDIT ETF 10K 193
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 203
VANGUARD GROWTH ETF ETF 37K 100
DIMENSIONAL WORLD EQUITY ETF 1K 23
DIMENSIONAL U S TARGETED VALUE ETF 3K 58
DIMENSIONAL WORLD EQUITY ETF 7K 111
VANGUARD GROWTH ETF ETF 3K 8
DIMENSIONAL U S EQUITY ETF 49K 810
NVIDIA CORP COMMON STOCK 23K 200
ON HOLDING AG F CLASS A 17K 400
VANGUARD SHORT TERM COR BD ETF 11K 137
VANGUARD SHORT TERM TREASURY ETF 12K 198
VANGUARD TOTAL WORLD STOCK ETF 26K 224
VANGUARD GROWTH ETF ETF 38K 103
DIMENSIONAL U S TARGETED VALUE ETF 12K 207
DIMENSIONAL WLD EX US CR EQ 2 ETF 13K 486
DIMENSIONAL SHRT DRT FXD INCM ETF 15K 314
SCHWAB US DIVIDEND EQUITY ETF 9K 109
DIMENSIONAL INTERNATIONAL VAL ETF 8K 216
ADVANCED MICRO DEVICE IN COMMON STOCK 6K 44
DIMENSIONAL US CORE EQUITY MARKT ETF 33K 865
DIMENSIONAL US HIGH PROFTBLTY ETF 6K 181
VANGUARD SHORT TERM COR BD ETF 2K 29
DIMENSIONAL US SUS CORE 1 ETF 48K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 58K 1K
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 56K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 36K 957
DIMENSIONAL US MARKETWIDE VALUE ETF 46K 1K
VANGUARD S&P 500 ETF ETF 33K 64
VANGUARD GROWTH ETF ETF 79K 214
DIMENSIONAL WORLD EQUITY ETF 18K 294
COCA COLA CONSOLIDATED I COMMON STOCK 16K 14
DIMENSIONAL U S TARGETED VALUE ETF 26K 461
DIMENSIONAL US CORE EQUITY MARKT ETF 94K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 51K 2K
DIMENSIONAL CORE FIXED INCOME ETF 144K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 33K 876
DIMENSIONAL SHRT DRT FXD INCM ETF 56K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 64K 1K
ISHARES RUSSELL 1000 ETF 8K 25
VANGUARD VALUE ETF ETF 68K 405
VANGUARD GROWTH ETF ETF 74K 201
DIMENSIONAL INTERN CORE EQT MKT ETF 4K 119
DIMENSIONAL US CORE EQUITY MARKT ETF 11K 291
DIMENSIONAL CORE FIXED INCOME ETF 18K 417
DIMENSIONAL INFLTN PRTD SECRT ETF 11K 256
DIMENSIONL US LARGE CAP VALUE ETF 15K 504
DIMENSNL ULTRASHRT FIXED INCM ETF 21K 413
LINCOLN NTNL CO COMMON STOCK 5K 136
DIMENSIONAL WORLD EQUITY ETF 22K 362
VANGUARD TOTAL BOND MARKET ETF 657 9
ISHARES TOTAL US STOCK MARKET ETF 6K 53
VANGUARD FTSE ALL WORLD EX US ETF 4K 64
VANGUARD SHORT INFLATION PROT ETF IV 7 0
ISHARES CORE US AGGREGATE BOND ETF 12K 123
DIMENSIONAL U S TARGETED VALUE ETF 10K 169
DIMENSIONAL CORE FIXED INCOME ETF 18K 429
DIMENSIONAL INTERNATIONAL VAL ETF 9K 233
DIMENSIONAL SHRT DRT FXD INCM ETF 9K 180
DIMENSIONAL U S EQUITY ETF 18K 295
DIMENSIONAL US MARKETWIDE VALUE ETF 16K 377
ISHARES CORE MSCI TOTL INTL STCK ETF 9K 125
VANGUARD SHORT TERM COR BD ETF 10K 125
VANGUARD GROWTH ETF ETF 22K 60
AMERN EAGLE OUTFITRS COMMON STOCK 11K 500
ADVANCED MICRO DEVICE IN COMMON STOCK 29K 200
ARK GENOMIC REVOLUTION ETF 539 20
ALIBABA GROUP HLDG LTD F SPONSORED ADR 7K 90
BERKSHIRE HATHAWAY CLASS B 4K 10
CROSS CNTRY HEALTHCA COMMON STOCK 5K 250
CORCEPT THERAPEUTICS COMMON STOCK 4K 100
CRESCO LABS INC F COMMON STOCK 160 100
DIREXION DALY REL EST BR 3X SH ETF 3K 100
FEDERATED HERMES INC CLASS B 3K 100
GLOBAL SHIP LEASE F CLASS A 3K 100
LULULEMON ATHLETICA COMMON STOCK 3K 10
MINISO GROUP HLDG LTD F SPONSORED ADR 2K 100
PROSHARES ULTRAPRO SHORT S&P 500 ETF 561 20
PROSHARES ULTRASHORT REAL ESTATE ETF 1K 100
PROSHARES ULTPRO SH 20 YR TSRY ETF 7K 100
PROSHARES SHORT FTSE CHINA 50 ETF 2K 95
DIMENSIONAL WLD EX US CR EQ 2 ETF 46K 2K
DIMENSIONAL US SUS CORE 1 ETF 22K 611
DIMENSIONAL US MARKETWIDE VALUE ETF 43K 1K
VANGUARD SHORT TERM COR BD ETF 15K 198
BOEING CO COMMON STOCK 19K 100
BERKSHIRE HATHAWAY CLASS B 16K 37
CVS HEALTH CORP COMMON STOCK 11K 184
DIMENSIONAL U S TARGETED VALUE ETF 11K 192
DIMENSIONAL WLD EX US CR EQ 2 ETF 10K 393
DIMENSIONAL US HIGH PROFTBLTY ETF 11K 323
ALPHABET INC. CLASS A 17K 100
INTEL CORP COMMON STOCK 12K 400
MCDONALDS CORP COMMON STOCK 106K 400
MICROSOFT CORP COMMON STOCK 21K 51
PEPSICO INC COMMON STOCK 35K 200
PFIZER INC COMMON STOCK 9K 300
RITE AID CORP COMMON STOCK 1 50
TEXAS INSTRUMENTS COMMON STOCK 122K 600
VIATRIS INC COMMON STOCK 446 37
WALGREENS BOOTS ALLI COMMON STOCK 19K 2K
XCEL ENERGY INC COMMON STOCK 23K 400
YUM BRANDS INC COMMON STOCK 11K 80
YUM CHINA HOLDINGS INC COMMON STOCK 2K 80
DIMENSIONAL US REAL ESTATE ETF 63K 3K
DIMENSIONAL U S TARGETED VALUE ETF 117K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 80K 2K
DIMENSIONAL US SMALL CAP VALU ETF 60K 2K
DIMENSIONAL U S EQUITY ETF 226K 4K
DIMENSIONAL INTERN SMALL CAP VL ETF 71K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 55K 2K
ISHARES GOLD ETF ETF 52K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 104K 2K
ROCKWELL AUTOMATION COMMON STOCK 36K 129
VANGUARD SHORT TERM TREASURY ETF 26K 451
VANGUARD MUNI BND TAX EXEMPT ETF 30K 595
VANGUARD GROWTH ETF ETF 272K 741
DIMENSIONAL WORLD EQUITY ETF 5K 88
DIMENSNL ULTRASHRT FIXED INCM ETF 1K 25
DIMENSIONAL US CORE EQUITY MARKT ETF 21K 545
VANGUARD DIVIDEND APPRECIATION ETF 15K 81
DIMENSIONAL U S CORE EQUITY 2 ETF 6K 175
DIMENSIONAL U S CORE EQUITY 2 ETF 45K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 25K 367
SCHWAB US DIVIDEND EQUITY ETF 13K 162
VANGUARD SHORT TERM COR BD ETF 32K 403
VANGUARD SHORT TERM TREASURY ETF 25K 431
DIMENSIONAL WORLD EQUITY ETF 10K 170
DIMENSNL ULTRASHRT FIXED INCM ETF 9K 176
DIMENSIONAL US REAL ESTATE ETF 13K 552
DIMENSIONAL U S TARGETED VALUE ETF 13K 234
DIMENSIONAL US CORE EQUITY MARKT ETF 83K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 41K 2K
DIMENSIONAL CORE FIXED INCOME ETF 103K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 25K 676
DIMENSIONL US LARGE CAP VALUE ETF 34K 1K
DIMENSIONAL SHRT DRT FXD INCM ETF 29K 606
DIMENSNL ULTRASHRT FIXED INCM ETF 33K 644
VANGUARD SHORT TERM COR BD ETF 654 8
DIMENSIONAL U S TARGETED VALUE ETF 95K 2K
DIMENSIONAL GLOBAL CREDIT ETF 69K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 36K 717
AMAZON.COM INC COMMON STOCK 23K 122
DIMENSIONAL U S CORE EQUITY 2 ETF 15K 437
DIMENSIONAL CORE FIXED INCOME ETF 67K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 18K 551
DIMENSNL ULTRASHRT FIXED INCM ETF 12K 246
VANGUARD DIVIDEND APPRECIATION ETF 6K 34
DIMENSIONAL WORLD EQUITY ETF 75K 1K
DIMENSIONAL WORLD EQUITY ETF 9K 140
DIMENSIONAL U S CORE EQUITY 2 ETF 103K 3K
DIMENSIONAL GLOBAL CREDIT ETF 11K 197
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 199
SCHWAB US DIVIDEND EQUITY ETF 36K 433
DIMENSIONAL WORLD EQUITY ETF 40K 643
DIMENSIONAL SHRT DRT FXD INCM ETF 885 19
DIMENSNL ULTRASHRT FIXED INCM ETF 11K 219
VANGUARD SHORT TERM TREASURY ETF 13K 224
DIMENSIONAL U S CORE EQUITY 2 ETF 50K 1K
DIMENSIONAL U S TARGETED VALUE ETF 11K 189
DIMENSIONAL US CORE EQUITY MARKT ETF 10K 267
DIMENSIONAL WLD EX US CR EQ 2 ETF 34K 1K
DIMENSIONAL CORE FIXED INCOME ETF 20K 481
DIMENSIONAL INTERNATIONAL VAL ETF 20K 526
DIMENSIONAL SHRT DRT FXD INCM ETF 24K 510
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 524
TESLA INC COMMON STOCK 15K 63
FORD MOTOR CO COMMON STOCK 9K 857
SIX FLAGS ENTMT CORP COMMON STOCK 10K 213
LUMEN TECHNOLOGIES INC COMMON STOCK 1K 435
PFIZER INC COMMON STOCK 8K 277
VERIZON COMMUNICATN COMMON STOCK 10K 257
EXXON MOBIL CORP COMMON STOCK 21K 176
VANGUARD SHORT TERM COR BD ETF 27K 339
DIMENSIONAL WORLD EQUITY ETF 211K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 41K 383
VANGUARD GROWTH ETF ETF 47K 129
DIMENSIONAL U S EQUITY ETF 8K 133
DIMENSIONAL U S CORE EQUITY 2 ETF 136K 4K
DIMENSIONAL US REAL ESTATE ETF 63K 3K
DIMENSIONAL U S TARGETED VALUE ETF 58K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 193K 5K
DIMENSIONAL WLD EX US CR EQ 2 ETF 93K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 58K 2K
DIMENSIONAL US SMALL CAP VALU ETF 101K 3K
DIMENSIONAL INTERN SMALL CAP VL ETF 58K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 154K 3K
ISHARES 10-20 YEAR TSURY BOND ETF 51K 478
ISHARES 20 PLS YEAR TREASURY BND ETF 75K 796
VANGUARD INFORMATION TECHNOLOGY ETF 122K 215
VANGUARD GROWTH ETF ETF 247K 673
DIMENSIONAL WORLD EQUITY ETF 64K 1K
ABBVIE INC COMMON STOCK 4K 20
ABBOTT LABORATORIES COMMON STOCK 2K 20
CISCO SYSTEMS INC COMMON STOCK 3K 55
CHEVRON CORP COMMON STOCK 3K 20
EATON VNCE MGD GLBL BUY COMMON STOCK 6K 775
JOHNSON & JOHNSON COMMON STOCK 2K 15
MERCK & CO. INC. COMMON STOCK 3K 25
MICROSOFT CORP COMMON STOCK 23K 55
CHARLES SCHWAB US REIT ETF 3K 135
VANGUARD TOTAL WORLD STOCK ETF 172K 2K
APPLE INC COMMON STOCK 30K 136
CISCO SYSTEMS INC COMMON STOCK 7K 152
MICROSOFT CORP COMMON STOCK 10K 24
VERIZON COMMUNICATN COMMON STOCK 2K 41
DIMENSIONAL WORLD EQUITY ETF 7K 111
DIMENSIONAL WORLD EQUITY ETF 9K 149
DIMENSIONL US LARGE CAP VALUE ETF 12K 408
VANGUARD GROWTH ETF ETF 17K 45
DIMENSIONAL U S TARGETED VALUE ETF 8K 134
DIMENSIONAL US CORE EQUITY MARKT ETF 33K 866
DIMENSIONAL CORE FIXED INCOME ETF 34K 811
DIMENSIONAL SHRT DRT FXD INCM ETF 17K 362
DIMENSIONAL U S EQUITY ETF 3K 48
DIMENSIONAL US CORE EQUITY MARKT ETF 13K 338
DIMENSIONAL WLD EX US CR EQ 2 ETF 36K 1K
DIMENSIONAL CORE FIXED INCOME ETF 13K 306
DIMENSIONAL INTERNATIONAL VAL ETF 37K 981
DIMENSIONAL SHRT DRT FXD INCM ETF 33K 695
SCHWAB US DIVIDEND EQUITY ETF 29K 349
DIMENSIONAL US REAL ESTATE ETF 21K 902
DIMENSIONAL US CORE EQUITY MARKT ETF 135K 4K
DIMENSIONAL WLD EX US CR EQ 2 ETF 68K 3K
DIMENSIONAL CORE FIXED INCOME ETF 167K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 42K 1K
DIMENSIONL US LARGE CAP VALUE ETF 56K 2K
DIMENSIONAL SHRT DRT FXD INCM ETF 47K 984
DIMENSNL ULTRASHRT FIXED INCM ETF 53K 1K
DIMENSIONAL U S TARGETED VALUE ETF 25K 435
SCHWAB US DIVIDEND EQUITY ETF 39K 476
VANGUARD SHORT TERM COR BD ETF 36K 464
VANGUARD VALUE ETF ETF 80K 474
DIMENSIONAL WORLD EQUITY ETF 44K 711
DIMENSIONAL WORLD EQUITY ETF 21K 335
SCHWAB US DIVIDEND EQUITY ETF 9K 115
SCHWAB INTERNATIONAL DIVIDND EQY ETF 1K 41
VANGUARD TOTAL BOND MARKET ETF 41K 561
PIMCO ENHANCED SHRT MATURTY ACTV ETF 17K 165
SCHWAB US DIVIDEND EQUITY ETF 26K 309
ISHARES SHORT TREASURY BOND ETF 16K 147
VANGUARD SHORT TERM COR BD ETF 41K 529
DIMENSIONAL U S CORE EQUITY 2 ETF 19K 580
DIMENSIONAL WORLD EQUITY ETF 29K 467
VANGUARD GROWTH ETF ETF 22K 61
DIMENSIONAL WORLD EQUITY ETF 433 7
AMC ENTERTAINMENT CLASS A 754 142
BLINK CHARGING CO COMMON STOCK 734 223
CASTOR MARITIME INC F COMMON STOCK 108 20
LEAPCHARGER CORP COMMON STOCK 63 5K
ALTRIA GROUP INC COMMON STOCK 24K 497
NIO INC F SPONSORED ADR 377 85
NIKOLA CORP CLASS EQUITY 117 13
OCCIDENTAL PETROL CO COMMON STOCK 52K 861
PALANTIR TECHNOLOGIES IN CLASS A 1K 50
PLUG POWER INC COMMON STOCK 247 100
D-WAVE QUANTUM INC COMMON STOCK 600 600
RUMBLE INC CLASS A 4K 699
PROSHARES ULTRAPRO SHORT QQQ ETF 26K 3K
TELLURIAN INVESTMENTS IN COMMON STOCK 780 845
TORO CORP F COMMON STOCK 74 20
TESLA INC COMMON STOCK 27K 115
EXXON MOBIL CORP COMMON STOCK 22K 184
APPLE INC COMMON STOCK 2K 10
AMAZON.COM INC COMMON STOCK 1K 8
MASTERCARD INC CLASS A 1K 3
MICROSOFT CORP COMMON STOCK 2K 5
VISA INC CLASS A 1K 5
DIMENSIONAL US REAL ESTATE ETF 18K 763
DIMENSIONAL U S TARGETED VALUE ETF 18K 322
DIMENSIONAL WLD EX US CR EQ 2 ETF 42K 2K
DIMENSIONAL CORE FIXED INCOME ETF 93K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 35K 927
DIMENSIONL US LARGE CAP VALUE ETF 65K 2K
DIMENSIONAL SHRT DRT FXD INCM ETF 39K 834
DIMENSIONAL U S EQUITY ETF 39K 658
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 45K 884
VANGUARD GROWTH ETF ETF 93K 253
MCDONALDS CORP COMMON STOCK 415K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 59K 2K
DIMENSIONAL GLOBAL CREDIT ETF 106K 2K
VANGUARD SHORT TERM TREASURY ETF 10K 173
DIMENSIONAL U S TARGETED VALUE ETF 144K 3K
DIMENSIONAL GLOBAL CREDIT ETF 35K 658
DIMENSIONAL WORLD EQUITY ETF 28K 463
SCHWAB US DIVIDEND EQUITY ETF 22K 263
VANGUARD SHORT TERM TREASURY ETF 304 5
DIMENSIONAL US HIGH PROFTBLTY ETF 24K 740
DIMENSIONAL WORLD EQUITY ETF 13K 212
VANGUARD SHORT TERM COR BD ETF 37K 470
CENTERPOINT ENERGY INC COMMON STOCK 20K 733
HONEYWELL INTL INC COMMON STOCK 22K 108
A T & T INC COMMON STOCK 8K 414
WARNER BROTHERS DISCOVER COMMON STOCK 744 86
ISHARES CORE MSCI EAFE ETF 17K 223
ISHARES CORE MSCI EMERGING ETF 2K 41
SCHWAB US LARGE CAP VALUE ETF 14K 187
VANGUARD TOTAL STOCK MARKET ETF 17K 62
DIMENSIONAL US CORE EQUITY MARKT ETF 50K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 22K 864
DIMENSIONAL CORE FIXED INCOME ETF 32K 766
DIMENSIONAL SHRT DRT FXD INCM ETF 15K 325
SCHWAB US DIVIDEND EQUITY ETF 22K 272
VANGUARD SMALL CAP ETF ETF 12K 52
VANGUARD ENERGY ETF ETF 20K 153
VANGUARD MID CAP GROWTH ETF 19K 81
VANGUARD SHORT INFLATION PROT ETF IV 31K 643
DIMENSIONAL US REAL ESTATE ETF 11K 447
DIMENSIONAL U S TARGETED VALUE ETF 23K 398
DIMENSIONAL WORLD EQUITY ETF 36K 592
DIMENSIONAL CORE FIXED INCOME ETF 20K 482
DIMENSIONAL INTERNATIONAL VAL ETF 11K 298
DIMENSNL ULTRASHRT FIXED INCM ETF 22K 440
VANGUARD GROWTH ETF ETF 47K 127
VANGUARD ULTRA SHORT BOND ETF 36K 725
DIMENSIONAL WORLD EQUITY ETF 44K 717
DIMENSIONAL US REAL ESTATE ETF 30K 1K
DIMENSIONAL U S SMALL CAP ETF 52K 800
DIMENSIONAL US CORE EQUITY MARKT ETF 190K 5K
DIMENSIONAL WLD EX US CR EQ 2 ETF 29K 1K
DIMENSIONAL CORE FIXED INCOME ETF 170K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 58K 2K
DIMENSIONL US LARGE CAP VALUE ETF 58K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 94K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 75K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 101K 952
VANGUARD SHORT TERM TREASURY ETF 34K 581
VANGUARD SHORT TERM TREASURY ETF 732 13
DIMENSIONAL CORE FIXED INCOME ETF 124 3
DIMENSIONAL US SMALL CAP VALU ETF 42K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 22K 322
SCHWAB US DIVIDEND EQUITY ETF 40K 480
SCHWAB INTERNATIONAL DIVIDND EQY ETF 29K 1K
DIMENSIONAL U S TARGETED VALUE ETF 34K 599
DIMENSIONAL INTERNATIONAL VAL ETF 16K 426
DIMENSIONAL US HIGH PROFTBLTY ETF 42K 1K
SCHWAB US DIVIDEND EQUITY ETF 29K 352
APPLE INC COMMON STOCK 98K 442
DIMENSIONAL U S CORE EQUITY 2 ETF 219K 7K
DIMENSIONAL US REAL ESTATE ETF 21K 909
DIMENSIONAL WLD EX US CR EQ 2 ETF 94K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 84K 2K
DIMENSIONAL US SMALL CAP VALU ETF 79K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 107K 3K
DIMENSIONAL US LRGE CP VCTR ETF 105K 2K
MICROSOFT CORP COMMON STOCK 150K 359
ISHARES 20 PLS YEAR TREASURY BND ETF 97K 1K
DIMENSIONAL WORLD EQUITY ETF 989 16
DIMENSIONAL WORLD EQUITY ETF 6K 91
DIMENSIONAL US SUS CORE 1 ETF 7K 204
DIMENSIONAL U S TARGETED VALUE ETF 57K 995
DIMENSIONAL WORLD EQUITY ETF 131K 2K
DIMENSIONAL SHRT DRT FXD INCM ETF 46K 963
DIMENSIONAL US CORE EQUITY MARKT ETF 767 20
DIMENSIONAL US SUS CORE 1 ETF 2K 46
DIMENSNL ULTRASHRT FIXED INCM ETF 7K 137
VANGUARD GROWTH ETF ETF 8K 23
DIMENSIONAL US SMALL CAP VALU ETF 46K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 67K 2K
VANGUARD GROWTH ETF ETF 73K 199
DIMENSIONAL INTERN CORE EQT MKT ETF 12K 389
DIMENSIONAL U S SMALL CAP ETF 6K 98
DIMENSIONAL US CORE EQUITY MARKT ETF 29K 769
DIMENSIONAL CORE FIXED INCOME ETF 17K 394
DIMENSIONAL INTERNATIONAL VAL ETF 8K 224
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 508
DIMENSIONAL GLOBAL CREDIT ETF 28K 530
DIMENSNL ULTRASHRT FIXED INCM ETF 20K 386
NORDSON CORP COMMON STOCK 17K 69
STEVIA CORP COMMON STOCK 3 1K
DIMENSIONAL U S TARGETED VALUE ETF 12K 206
DIMENSIONAL U S EQUITY ETF 16K 269
VANGUARD SHORT TERM COR BD ETF 5K 62
DIMENSIONAL WORLD EQUITY ETF 3K 42
DIMENSIONAL U S TARGETED VALUE ETF 97K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 170K 4K
DIMENSIONAL INTERN SMALL CAP VL ETF 85K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 56K 2K
ISHARES S&P 500 VALUE ETF 91K 477
ISHARES S&P 500 GROWTH ETF 165K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 94K 1K
VANGUARD GROWTH ETF ETF 132K 359
DIMENSIONAL US CORE EQUITY MARKT ETF 33K 854
VANGUARD GROWTH ETF ETF 14K 38
TARONIS TECHNOLOGIES XXX REGISTRATION REVOKED BY 0 10
APPLE INC COMMON STOCK 4K 16
AURORA CANNABIS INC F COMMON STOCK 62 10
A T Y R PHARMA INC COMMON STOCK 16 8
CLOVER HEALTH INVTS CO F CLASS A 191 100
TRUMP MEDIA & TECHNO COMMON STOCK 287 10
ENZOLYTICS INC COMMON STOCK 12 5K
NVIDIA CORP COMMON STOCK 4K 30
OCUGEN INC COMMON STOCK 176 125
ON HOLDING AG F CLASS A 5K 130
PLANET 13 HOLDINGS INC N COMMON STOCK 140 300
PUBMATIC INC CLASS A 2K 100
RIGEL PHARMACEUTICALS IN CLASS EQUITY 264 25
SOLID PWR INC CLASS A 470 250
TILRAY BRANDS INC COMMON STOCK 710 350
AVIS BUDGET GROUP COMMON STOCK 12K 121
COMCAST CORP CLASS A 16K 398
SCHWAB INTERNATIONAL EQUITY ETF 40K 1K
A T & T INC COMMON STOCK 19K 995
TRAVELERS COMPANIES COMMON STOCK 8K 37
VANGUARD LARGE CAP ETF ETF 91K 362
VERIZON COMMUNICATN COMMON STOCK 14K 356
AMAZON.COM INC COMMON STOCK 9K 50
DIMENSIONAL U S CORE EQUITY 2 ETF 149K 4K
DIMENSIONAL WLD EX US CR EQ 2 ETF 105K 4K
DIMENSIONAL US SMALL CAP VALU ETF 67K 2K
DIMENSIONAL INTERN SMALL CAP VL ETF 36K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 31K 613
ISHARES SHORT TERM NTNL MUN BND ETF 29K 271
VANGUARD SHORT TERM TREASURY ETF 51K 869
VANGUARD GROWTH ETF ETF 82K 223
EXXON MOBIL CORP COMMON STOCK 29K 245
VANGUARD S&P 500 ETF ETF 8K 16
DIMENSIONAL U S TARGETED VALUE ETF 41K 726
DIMENSIONAL CORE FIXED INCOME ETF 61K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 70K 2K
DIMENSIONAL U S EQUITY ETF 87K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 66K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 62K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 58K 834
VANGUARD SHORT TERM TREASURY ETF 30K 518
VANGUARD DIVIDEND APPRECIATION ETF 48K 252
VANGUARD GROWTH ETF ETF 95K 258
VANGUARD ULTRA SHORT BOND ETF 31K 622
VANGUARD SHORT TERM TREASURY ETF 373 6
DIMENSIONAL WORLD EQUITY ETF 83K 1K
DIMENSIONAL U S TARGETED VALUE ETF 4K 67
DIMENSIONAL U S EQUITY ETF 15K 254
VANGUARD INFORMATION TECHNOLOGY ETF 10K 18
VANGUARD GROWTH ETF ETF 35K 96
DIMENSIONAL WORLD EQUITY ETF 5K 74
DIMENSIONAL WORLD EQUITY ETF 3K 54
DIMENSIONAL U S CORE EQUITY 2 ETF 87K 3K
VANGUARD ULTRA SHORT BOND ETF 21K 426
VANGUARD GROWTH ETF ETF 8K 23
THE COCA-COLA CO COMMON STOCK 801 12
NETFLIX INC COMMON STOCK 4K 7
NISSAN MOTOR CO LTD F SPONSORED ADR 159 25
DIMENSIONAL US CORE EQUITY MARKT ETF 3K 76
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
ALIBABA GROUP HLDG LTD F SPONSORED ADR 12K 150
BERKSHIRE HATHAWAY CLASS B 481K 1K
COSTCO WHOLESALE CO COMMON STOCK 2M 2K
DOCUSIGN INC COMMON STOCK 11K 200
ISHARES CORE S&P MID CAP ETF 34K 555
JPMORGAN MARKET EXPNSN ENHC EQY ETF 13K 216
J P MORGAN CHASE & CO COMMON STOCK 259K 1K
SPDR S&P 500 ETF ETF 117K 212
BLOCK INC CLASS A 12K 200
DIMENSIONAL US CORE EQUITY MARKT ETF 7K 190
DIMENSIONAL U S TARGETED VALUE ETF 35K 616
DIMENSIONAL US CORE EQUITY MARKT ETF 118K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 26K 508
DIMENSIONAL U S TARGETED VALUE ETF 15K 257
VANGUARD SHORT TERM COR BD ETF 11K 146
VANGUARD SHORT TERM TREASURY ETF 14K 247
VANGUARD VALUE ETF ETF 18K 105
DIMENSIONAL U S CORE EQUITY 2 ETF 38K 1K
DIMENSIONAL INTERN CORE EQT MKT ETF 11K 353
DIMENSNL ULTRASHRT FIXED INCM ETF 10K 202
SANUWAVE HEALTH INC COMMON STOCK 9K 500K
ISHARES 20 PLS YEAR TREASURY BND ETF 10K 109
VANGUARD GROWTH ETF ETF 38K 104
DIMENSIONAL WORLD EQUITY ETF 14K 222
DIMENSIONAL U S SMALL CAP ETF 10K 149
DIMENSIONAL US CORE EQUITY MARKT ETF 9K 244
DIMENSIONAL SHRT DRT FXD INCM ETF 3K 66
DIMENSIONAL U S CORE EQUITY 2 ETF 16K 481
DIMENSIONAL US CORE EQUITY MARKT ETF 3K 90
DIMENSIONAL INTERN SMALL CAP VL ETF 3K 88
DIMENSIONAL U S CORE EQUITY 2 ETF 104K 3K
DIMENSIONAL U S TARGETED VALUE ETF 60K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 47K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 43K 406
DIMENSIONAL U S CORE EQUITY 2 ETF 70K 2K
DIMENSIONAL U S TARGETED VALUE ETF 23K 399
DIMENSIONAL WLD EX US CR EQ 2 ETF 64K 2K
DIMENSIONAL CORE FIXED INCOME ETF 79K 2K
DIMENSIONAL GLOBAL CREDIT ETF 24K 443
DIMENSNL ULTRASHRT FIXED INCM ETF 104K 2K
DIMENSIONAL U S EQUITY ETF 300 5
VANGUARD FTSE DEVELOPED MARKETS ETF 455 9
VANGUARD TOTAL STOCK MARKET ETF 11K 40
VANGUARD FTSE EMERGING MARKETS ETF 3K 70
DIMENSIONAL U S SMALL CAP ETF 3K 47
DIMENSIONAL US CORE EQUITY MARKT ETF 33K 855
DIMENSIONAL WLD EX US CR EQ 2 ETF 16K 609
DIMENSIONAL CORE FIXED INCOME ETF 40K 942
DIMENSIONAL INTERNATIONAL VAL ETF 9K 254
DIMENSIONL US LARGE CAP VALUE ETF 13K 416
DIMENSIONAL SHRT DRT FXD INCM ETF 11K 234
DIMENSIONAL US HIGH PROFTBLTY ETF 19K 592
DIMENSNL ULTRASHRT FIXED INCM ETF 13K 248
DIMENSIONAL WORLD EQUITY ETF 23K 375
ISHARES GOLD ETF ETF 13K 283
DIMENSIONAL US SUS CORE 1 ETF 22K 607
DIMENSIONAL US MARKETWIDE VALUE ETF 13K 325
DIMENSIONAL WORLD EQUITY ETF 41K 673
DIMENSIONAL U S TARGETED VALUE ETF 36K 632
SCHWAB US DIVIDEND EQUITY ETF 27K 326
VANGUARD SHORT TERM COR BD ETF 25K 326
DIMENSIONAL WORLD EQUITY ETF 7K 120
DIMENSIONAL WORLD EQUITY ETF 248 4
DIMENSIONAL US HIGH PROFTBLTY ETF 35K 1K
DIMENSIONAL CORE FIXED INCOME ETF 8K 197
VANGUARD ENERGY ETF ETF 10K 79
VANGUARD SHORT TERM COR BD ETF 12K 156
DIMENSIONAL U S TARGETED VALUE ETF 42K 728
DIMENSIONAL WORLD EQUITY ETF 8K 135
DIMENSIONAL WORLD EQUITY ETF 47K 768
DIMENSIONAL WORLD EQUITY ETF 69K 1K
DIMENSIONAL U S EQUITY ETF 3K 45
ISHARES CORE MSCI TOTL INTL STCK ETF 357 5
DIMENSIONAL INTERNATIONAL VAL ETF 43K 1K
SPDR GOLD SHARES ETF ETF 96K 426
ISHARES SILVER TRUST ETF 8K 313
DIMENSIONAL U S TARGETED VALUE ETF 39K 691
VANGUARD SHORT TERM TREASURY ETF 5K 90
VANGUARD GROWTH ETF ETF 73K 198
DIMENSIONAL U S CORE EQUITY 2 ETF 48K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 7K 174
DIMENSNL ULTRASHRT FIXED INCM ETF 0 32
DIMENSIONAL WORLD EQUITY ETF 928 15
DIMENSIONAL U S CORE EQUITY 2 ETF 22K 665
DIMENSIONAL WORLD EQUITY ETF 24K 391
DIMENSIONAL US MARKETWIDE VALUE ETF 24K 573
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 525
VANGUARD GROWTH ETF ETF 76K 207
DIMENSIONAL U S CORE EQUITY 2 ETF 33K 986
DIMENSIONAL U S TARGETED VALUE ETF 125K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 82K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 114K 3K
VANGUARD SHORT TERM TREASURY ETF 26K 448
VANGUARD GROWTH ETF ETF 150K 409
DIMENSIONAL WORLD EQUITY ETF 556 9
VANGUARD SHORT TERM COR BD ETF 22K 277
DIMENSIONAL U S CORE EQUITY 2 ETF 69K 2K
DIMENSIONAL U S TARGETED VALUE ETF 35K 614
DIMENSIONAL US CORE EQUITY MARKT ETF 98K 3K
DIMENSIONAL CORE FIXED INCOME ETF 63K 1K
DIMENSIONAL GLOBAL CREDIT ETF 39K 723
DIMENSIONAL US HIGH PROFTBLTY ETF 53K 2K
VANGUARD SHORT TERM COR BD ETF 30K 378
VANGUARD VALUE ETF ETF 52K 312
W.P. CAREY INC. REIT 231 4
HIGHLANDS REIT INC COMMON STOCK 687 2K
DIMENSIONAL US REAL ESTATE ETF 25K 1K
DIMENSIONAL U S TARGETED VALUE ETF 25K 434
DIMENSIONAL US CORE EQUITY MARKT ETF 27K 693
DIMENSIONAL CORE FIXED INCOME ETF 95K 2K
DIMENSIONL US LARGE CAP VALUE ETF 21K 695
DIMENSIONAL WLD EX US CR EQ 2 ETF 39K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 255 5
DIMENSIONAL WORLD EQUITY ETF 3K 41
DIMENSIONAL US HIGH PROFTBLTY ETF 50K 2K
DIMENSIONAL U S CORE EQUITY 2 ETF 121K 4K
DIMENSIONAL U S TARGETED VALUE ETF 146K 3K
DIMENSIONAL WLD EX US CR EQ 2 ETF 81K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 58K 2K
DIMENSIONAL US SUS CORE 1 ETF 136K 4K
DIMENSIONAL INTERN SMALL CAP VL ETF 61K 2K
VANGUARD GROWTH ETF ETF 65K 178
DIMENSIONAL WORLD EQUITY ETF 5K 76
ULTA BEAUTY INC. COMMON STOCK 124K 341
DIMENSIONAL WORLD EQUITY ETF 21K 345
SCHWAB US DIVIDEND EQUITY ETF 8K 99
SCHWAB INTERNATIONAL DIVIDND EQY ETF 1K 46
DIMENSIONAL INTERNATIONAL VAL ETF 27K 721
SPDR GOLD SHARES ETF ETF 44K 196
ISHARES SILVER TRUST ETF 5K 195
DIMENSIONAL WORLD EQUITY ETF 7K 112
DIMENSIONAL WLD EX US CR EQ 2 ETF 67K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 71K 2K
DIMENSIONAL U S SMALL CAP ETF 26K 401
DIMENSIONAL US CORE EQUITY MARKT ETF 162K 4K
DIMENSIONAL CORE FIXED INCOME ETF 64K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 50K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 81K 2K
DIMENSIONAL WORLD EQUITY ETF 49K 803
DIMENSIONAL US HIGH PROFTBLTY ETF 25K 762
ISHARES CORE US AGGREGATE BOND ETF 23K 236
DIMENSIONAL U S TARGETED VALUE ETF 40K 707
INVESCO PREFERRED ETF ETF 24K 2K
SCHWAB US DIVIDEND EQUITY ETF 31K 380
TRUMP MEDIA & TECHNO COMMON STOCK 575 20
META PLATFORMS INC CLASS A 1K 3
DIMENSIONAL WORLD EQUITY ETF 17K 270
DIMENSIONAL U S TARGETED VALUE ETF 15K 257
DIMENSIONAL US CORE EQUITY MARKT ETF 73K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 21K 797
DIMENSIONAL CORE FIXED INCOME ETF 86K 2K
DIMENSIONL US LARGE CAP VALUE ETF 19K 625
DIMENSIONAL SHRT DRT FXD INCM ETF 34K 722
DIMENSNL ULTRASHRT FIXED INCM ETF 50K 976
VANGUARD GROWTH ETF ETF 46K 126
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 94
DIMENSIONAL SHRT DRT FXD INCM ETF 7K 149
DIMENSIONAL U S TARGETED VALUE ETF 18K 309
DIMENSIONAL US CORE EQUITY MARKT ETF 20K 511
DIMENSIONAL WLD EX US CR EQ 2 ETF 12K 453
VANGUARD SHORT TERM COR BD ETF 17K 213
DIMENSIONAL US HIGH PROFTBLTY ETF 9K 268
DIMENSIONAL WORLD EQUITY ETF 20K 324
ISHARES GOLD ETF ETF 12K 262
DIMENSIONAL U S CORE EQUITY 2 ETF 64K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 77K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 33K 483
SCHWAB US DIVIDEND EQUITY ETF 48K 582
SCHWAB INTERNATIONAL DIVIDND EQY ETF 28K 1K
VANGUARD SHORT TERM TREASURY ETF 37K 630
VANGUARD GROWTH ETF ETF 67K 182
DIMENSIONAL U S EQUITY ETF 1K 18
ISHARES CORE MSCI TOTL INTL STCK ETF 362 5
DIMENSIONAL INTERN SMALL CAP VL ETF 21K 743
DIMENSNL ULTRASHRT FIXED INCM ETF 7K 137
VANGUARD TOTAL BOND MARKET ETF 3K 40
SCHWAB US DIVIDEND EQUITY ETF 5K 62
DIMENSIONAL U S TARGETED VALUE ETF 32K 560
DIMENSIONAL US MARKETWIDE VALUE ETF 5K 126
ISHARES CORE MSCI TOTL INTL STCK ETF 15K 223
VANGUARD SHORT TERM COR BD ETF 13K 160
VANGUARD GROWTH ETF ETF 27K 73
DIMENSIONAL U S TARGETED VALUE ETF 5K 82
VANGUARD GROWTH ETF ETF 2K 6
DIMENSIONAL US HIGH PROFTBLTY ETF 37K 1K
VANGUARD SHORT TERM COR BD ETF 26K 327
VANGUARD SHORT TERM TREASURY ETF 18K 300
DIMENSIONAL US HIGH PROFTBLTY ETF 19K 583
BAKER HUGHES CO. CLASS A 7K 175
DHT MARITIME HLD INC F COMMON STOCK 3K 250
MARATHON OIL CORP COMMON STOCK 6K 200
SOUNDHOUND AI INC CLASS A 18K 4K
TESLA INC COMMON STOCK 35K 150
SPDR S&P OIL & GAS EXPL & PROD ETF 29K 200
APPLE INC COMMON STOCK 189K 850
DIMENSIONAL U S TARGETED VALUE ETF 11K 187
DIMENSIONAL CORE FIXED INCOME ETF 40K 950
ALPHABET INC. CLASS C 90K 521
DIMENSIONAL WORLD EQUITY ETF 71K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 148
DIMENSIONAL US REAL ESTATE ETF 8K 343
DIMENSIONAL U S TARGETED VALUE ETF 27K 480
DIMENSIONAL INTERNATIONAL VAL ETF 11K 284
DIMENSIONAL U S EQUITY ETF 47K 787
DIMENSIONAL INTERN HIGH PROFIT ETF 11K 424
VANGUARD VALUE ETF ETF 13K 75
VANGUARD GROWTH ETF ETF 38K 104
DIMENSIONAL U S CORE EQUITY 2 ETF 49K 1K
DIMENSIONAL U S TARGETED VALUE ETF 47K 827
DIMENSIONAL WLD EX US CR EQ 2 ETF 40K 2K
DIMENSIONAL CORE FIXED INCOME ETF 15K 363
DIMENSIONAL US HIGH PROFTBLTY ETF 33K 1K
VANGUARD GROWTH ETF ETF 66K 179
DIMENSIONAL WORLD EQUITY ETF 7K 117
DIMENSIONAL WORLD EQUITY ETF 1K 24
VANGUARD TOTAL WORLD STOCK ETF 44K 386
DIMENSIONAL WORLD EQUITY ETF 44K 713
DIMENSIONAL WORLD EQUITY ETF 148K 2K
DIMENSIONAL WORLD EQUITY ETF 27K 433
ISHARES 20 PLS YEAR TREASURY BND ETF 6K 61
DIMENSIONAL U S CORE EQUITY 2 ETF 23K 695
DIMENSIONAL WLD EX US CR EQ 2 ETF 6K 213
DIMENSIONAL US SMALL CAP VALU ETF 12K 377
DIMENSIONAL US HIGH PROFTBLTY ETF 17K 510
DIMENSIONAL US CORE EQUITY MARKT ETF 22K 564
DIMENSIONAL CORE FIXED INCOME ETF 11K 255
DIMENSIONAL SHRT DRT FXD INCM ETF 3K 62
DIMENSIONAL US HIGH PROFTBLTY ETF 3K 100
DIMENSNL ULTRASHRT FIXED INCM ETF 3K 66
DIMENSIONAL U S CORE EQUITY 2 ETF 103K 3K
DIMENSIONAL U S TARGETED VALUE ETF 39K 677
DIMENSIONAL WORLD EQUITY ETF 8K 125
DIMENSIONAL WLD EX US CR EQ 2 ETF 45K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 56K 2K
ISHARES 20 PLS YEAR TREASURY BND ETF 36K 384
VANGUARD GROWTH ETF ETF 90K 246
DIMENSIONAL US CORE EQUITY MARKT ETF 14K 363
DIMENSIONAL WLD EX US CR EQ 2 ETF 19K 726
SCHWAB US DIVIDEND EQUITY ETF 7K 90
ASML HOLDING N V F SPONSORED ADR 9K 10
SCHWAB US DIVIDEND EQUITY ETF 26K 312
SCHWAB INTERNATIONAL DIVIDND EQY ETF 21K 851
VANGUARD GROWTH ETF ETF 739 2
DIMENSIONAL WORLD EQUITY ETF 7K 122
DIMENSIONAL INTERN CORE EQT MKT ETF 28K 904
DIMENSIONAL US REAL ESTATE ETF 14K 607
DIMENSIONAL U S SMALL CAP ETF 15K 223
DIMENSIONAL US CORE EQUITY MARKT ETF 68K 2K
DIMENSIONAL CORE FIXED INCOME ETF 41K 972
DIMENSIONAL INTERNATIONAL VAL ETF 19K 522
DIMENSIONL US LARGE CAP VALUE ETF 28K 927
DIMENSIONAL INTERN SMALL CAP VL ETF 11K 399
DIMENSNL ULTRASHRT FIXED INCM ETF 13K 265
DIMENSIONAL WORLD EQUITY ETF 79K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 8K 158
SCHWAB US DIVIDEND EQUITY ETF 2K 25
DIMENSIONAL US CORE EQUITY MARKT ETF 18K 475
DIMENSIONAL US REAL ESTATE ETF 7K 291
DIMENSIONAL U S SMALL CAP ETF 7K 107
DIMENSIONAL US CORE EQUITY MARKT ETF 46K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 23K 877
DIMENSIONAL CORE FIXED INCOME ETF 58K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 14K 368
DIMENSIONL US LARGE CAP VALUE ETF 18K 607
DIMENSIONAL SHRT DRT FXD INCM ETF 16K 341
DIMENSIONAL US HIGH PROFTBLTY ETF 23K 698
DIMENSNL ULTRASHRT FIXED INCM ETF 18K 363
DIMENSIONAL U S CORE EQUITY 2 ETF 26K 790
VANGUARD TOTAL WORLD STOCK ETF 17K 149
VANGUARD GROWTH ETF ETF 18K 49
DIMENSIONAL INTERN CORE EQT MKT ETF 30K 995
DIMENSIONAL U S SMALL CAP ETF 14K 219
DIMENSIONAL US CORE EQUITY MARKT ETF 103K 3K
DIMENSIONAL CORE FIXED INCOME ETF 27K 631
DIMENSIONAL INTERNATIONAL VAL ETF 20K 535
DIMENSIONL US LARGE CAP VALUE ETF 30K 977
DIMENSIONAL US HIGH PROFTBLTY ETF 39K 1K
MARVELL TECHNOLOGY INC COMMON STOCK 3K 51
NVIDIA CORP COMMON STOCK 23K 200
DIMENSIONAL US CORE EQUITY MARKT ETF 27K 711
DIMENSIONAL WORLD EQUITY ETF 21K 336
DIMENSIONAL US HIGH PROFTBLTY ETF 13K 411
DIMENSNL ULTRASHRT FIXED INCM ETF 37K 723
ISHARES 7-10 YEAR TRSURY BOND ETF 6K 59
SCHWAB US DIVIDEND EQUITY ETF 13K 158
VANGUARD ULTRA SHORT BOND ETF 29K 579
DIMENSIONAL WORLD EQUITY ETF 2K 31
DIMENSIONAL US CORE EQUITY MARKT ETF 875 23
DIMENSIONAL U S CORE EQUITY 2 ETF 129K 4K
DIMENSIONAL U S TARGETED VALUE ETF 44K 776
DIMENSIONAL INTERNATIONAL VAL ETF 60K 2K
DIMENSIONAL GLOBAL CREDIT ETF 53K 992
DIMENSNL ULTRASHRT FIXED INCM ETF 59K 1K
VANGUARD GROWTH ETF ETF 79K 216
DIMENSIONAL US CORE EQUITY MARKT ETF 19K 496
DIMENSIONAL US REAL ESTATE ETF 19K 808
DIMENSIONAL U S TARGETED VALUE ETF 19K 336
DIMENSIONAL WLD EX US CR EQ 2 ETF 26K 982
DIMENSIONAL CORE FIXED INCOME ETF 76K 2K
DIMENSIONL US LARGE CAP VALUE ETF 17K 544
DIMENSIONAL U S EQUITY ETF 85K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 44K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 21K 423
SCHWAB US DIVIDEND EQUITY ETF 4K 51
DIMENSIONAL U S EQUITY ETF 961 16
VANGUARD GROWTH ETF ETF 367 1
DIMENSIONAL U S EQUITY ETF 2K 29
WALT DISNEY CO COMMON STOCK 87K 926
MCDONALDS CORP COMMON STOCK 203K 765
OCCIDENTAL PETROL CO COMMON STOCK 11K 181
SPDR S&P 500 ETF ETF 42K 77
DIMENSIONAL U S CORE EQUITY 2 ETF 183K 6K
DIMENSIONAL US REAL ESTATE ETF 53K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 114K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 114K 3K
DIMENSIONL US LARGE CAP VALUE ETF 89K 3K
DIMENSIONAL NATIONL MUNPL BND ETF 50K 1K
DIMENSIONAL US SUS CORE 1 ETF 193K 5K
DIMENSIONAL US SMALL CAP VALU ETF 75K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 142K 3K
DIMENSIONAL INTERN SMALL CAP VL ETF 78K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 41K 814
ISHARES 10-20 YEAR TSURY BOND ETF 52K 491
ISHARES 20 PLS YEAR TREASURY BND ETF 53K 560
VANGUARD MUNI BND TAX EXEMPT ETF 50K 997
VANGUARD GROWTH ETF ETF 324K 883
DIMENSIONAL US SUS CORE 1 ETF 1K 39
DIMENSIONAL U S EQUITY ETF 21K 346
DIMENSIONAL US CORE EQUITY MARKT ETF 1K 38
DIMENSIONAL U S CORE EQUITY 2 ETF 112K 3K
DIMENSIONAL US REAL ESTATE ETF 24K 1K
DIMENSIONAL WORLD EQUITY ETF 62K 1K
DIMENSIONAL US SMALL CAP VALU ETF 64K 2K
DIMENSIONAL GLOBAL CREDIT ETF 21K 394
DIMENSIONAL INTERN SMALL CAP VL ETF 29K 1K
DIMENSIONAL WORLD EQUITY ETF 3K 48
DIMENSIONAL U S CORE EQUITY 2 ETF 229K 7K
DIMENSIONAL US REAL ESTATE ETF 36K 2K
DIMENSIONAL U S TARGETED VALUE ETF 61K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 112K 4K
DIMENSIONAL CORE FIXED INCOME ETF 127K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 85K 3K
DIMENSNL ULTRASHRT FIXED INCM ETF 89K 2K
ISHARES 10-20 YEAR TSURY BOND ETF 77K 724
VANGUARD INTRMDIAT TRM TRSRY ETF 77K 1K
VANGUARD SHORT TERM TREASURY ETF 31K 529
VANGUARD GROWTH ETF ETF 110K 300
DIMENSNL ULTRASHRT FIXED INCM ETF 25K 502
DIMENSIONAL U S CORE EQUITY 2 ETF 105K 3K
DIMENSIONAL U S TARGETED VALUE ETF 127K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 157K 6K
DIMENSIONAL CORE FIXED INCOME ETF 29K 678
DIMENSIONAL U S EQUITY ETF 65K 1K
DIMENSIONAL INTERN SMALL CAP VL ETF 61K 2K
SPDR GOLD SHARES ETF ETF 75K 329
VANGUARD SHORT TERM COR BD ETF 54K 687
VANGUARD SHORT TERM TREASURY ETF 53K 901
VANGUARD GROWTH ETF ETF 236K 642
DIMENSIONAL U S CORE EQUITY 2 ETF 12K 363
DIMENSNL ULTRASHRT FIXED INCM ETF 7K 148
VANGUARD TOTAL WORLD STOCK ETF 35K 301
DIMENSIONAL WORLD EQUITY ETF 55K 902
DIMENSIONAL U S EQUITY ETF 1K 24
ASTRAZENECA PLC F SPONSORED ADR 362K 5K
ALIBABA GROUP HLDG LTD F SPONSORED ADR 4K 51
BERKSHIRE HATHAWAY CLASS B 2M 5K
COSTCO WHOLESALE CO COMMON STOCK 822K 1K
DUKE ENERGY CORP COMMON STOCK 113K 1K
IZEA WORLDWIDE INC CLASS EQUITY 3K 1K
KRAFT HEINZ CO COMMON STOCK 33K 948
MCDONALDS CORP COMMON STOCK 35K 130
MONDELEZ INTL CLASS A 205K 3K
ALTRIA GROUP INC COMMON STOCK 89K 2K
MERCK & CO. INC. COMMON STOCK 216K 2K
NISOURCE INC 00500 COMMON STOCK 47K 2K
NVIDIA CORP COMMON STOCK 871K 7K
PEPSICO INC COMMON STOCK 43K 247
PROCTER & GAMBLE COMMON STOCK 804K 5K
SUN LIFE FINL F COMMON STOCK 12K 246
STEM INC COMMON STOCK 610 500
A T & T INC COMMON STOCK 33K 2K
WALMART INC COMMON STOCK 512K 7K
EXXON MOBIL CORP COMMON STOCK 173K 1K
DIMENSIONAL WORLD EQUITY ETF 2K 39
VANGUARD ULTRA SHORT BOND ETF 6K 114
DIMENSIONAL US REAL ESTATE ETF 7K 306
DIMENSIONAL WLD EX US CR EQ 2 ETF 28K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 23K 610
DIMENSIONAL US SMALL CAP VALU ETF 31K 977
DIMENSIONAL U S EQUITY ETF 39K 646
VANGUARD VALUE ETF ETF 24K 142
DIMENSIONAL WORLD EQUITY ETF 2K 36
DIMENSIONAL U S TARGETED VALUE ETF 176K 3K
DIMENSIONAL WLD EX US CR EQ 2 ETF 114K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 90K 2K
DIMENSIONAL NATIONL MUNPL BND ETF 102K 2K
DIMENSIONAL US SUS CORE 1 ETF 127K 4K
DIMENSIONAL US SMALL CAP VALU ETF 176K 6K
DIMENSIONAL U S EQUITY ETF 124K 2K
DIMENSIONAL US MARKETWIDE VALUE ETF 218K 5K
DIMENSIONAL GLOBAL CREDIT ETF 26K 493
DIMENSIONAL INTERN SMALL CAP VL ETF 125K 4K
DIMENSNL ULTRASHRT FIXED INCM ETF 31K 613
VANGUARD MID CAP GROWTH ETF 116K 497
VANGUARD MUNI BND TAX EXEMPT ETF 97K 2K
VANGUARD GROWTH ETF ETF 343K 933
DIMENSIONAL WORLD EQUITY ETF 432 7
VANGUARD TOTAL STOCK MARKET ETF 5K 18
ENOVIX CORP COMMON STOCK 10K 675
VANGUARD SHORT TERM TREASURY ETF 3K 44
DIMENSIONAL U S CORE EQUITY 2 ETF 153K 5K
DIMENSIONAL US REAL ESTATE ETF 54K 2K
DIMENSIONAL WORLD EQUITY ETF 52K 852
DIMENSIONAL INTERNATIONAL VAL ETF 60K 2K
DIMENSIONAL US SMALL CAP VALU ETF 85K 3K
DIMENSIONAL INTERN HIGH PROFIT ETF 58K 2K
DIMENSIONAL INTERN SMALL CAP VL ETF 55K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 113K 3K
VANGUARD INFORMATION TECHNOLOGY ETF 122K 215
VANGUARD GROWTH ETF ETF 90K 245
DIMENSIONAL U S TARGETED VALUE ETF 63K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 51K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 52K 1K
DIMENSIONAL US MARKETWIDE VALUE ETF 54K 1K
VANGUARD S&P 500 ETF ETF 49K 97
VANGUARD GROWTH ETF ETF 60K 164
DIMENSIONAL U S CORE EQUITY 2 ETF 15K 451
DIMENSIONAL WLD EX US CR EQ 2 ETF 14K 522
VANGUARD GROWTH ETF ETF 20K 53
TRACTOR SUPPLY COMP COMMON STOCK 8K 30
ARK 21SHARES BITCOIN ETF 21K 329
CLEANSPARK INC COMMON STOCK 11K 669
COINBASE GLOBAL INC CLASS A 11K 49
DIMENSIONAL WORLD EQUITY ETF 90K 1K
MARATHON DIGITAL HLDGS I COMMON STOCK 16K 803
MICROSTRATEGY INC CLASS A 115K 71
RIOT PLATFORMS INC COMMON STOCK 3K 295
DIMENSIONAL US HIGH PROFTBLTY ETF 65K 2K
SCHWAB US DIVIDEND EQUITY ETF 37K 443
VANGUARD SHORT TERM COR BD ETF 9K 120
DIMENSIONAL U S CORE EQUITY 2 ETF 72K 2K
DIMENSIONAL INTERN CORE EQT MKT ETF 34K 1K
DIMENSIONAL U S SMALL CAP ETF 26K 392
DIMENSIONAL US CORE EQUITY MARKT ETF 77K 2K
DIMENSIONL US LARGE CAP VALUE ETF 43K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 67K 2K
VANGUARD GROWTH ETF ETF 87K 236
DIMENSIONAL US HIGH PROFTBLTY ETF 202K 6K
DIMENSIONAL SHRT DRT FXD INCM ETF 10K 208
VANGUARD SHORT TERM COR BD ETF 11K 146
DIMENSIONAL U S TARGETED VALUE ETF 120K 2K
DIMENSIONAL WORLD EQUITY ETF 10K 163
DIMENSIONAL INTERNATIONAL VAL ETF 47K 1K
DIMENSIONAL US SUS CORE 1 ETF 193K 5K
DIMENSNL ULTRASHRT FIXED INCM ETF 17K 328
DIMENSIONAL U S SMALL CAP ETF 201K 3K
DIMENSIONAL U S TARGETED VALUE ETF 255K 4K
DIMENSIONAL INTERNATIONAL VAL ETF 30 1
SPDR GOLD SHARES ETF ETF 36K 160
DIMENSIONAL US CORE EQUITY MARKT ETF 2K 54
DIMENSIONL US LARGE CAP VALUE ETF 61 2
DIMENSNL ULTRASHRT FIXED INCM ETF 64K 1K
DIMENSIONAL US REAL ESTATE ETF 37K 2K
DIMENSIONAL CORE FIXED INCOME ETF 57K 1K
DIMENSIONL US LARGE CAP VALUE ETF 71K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 27K 531
DIMENSIONAL U S CORE EQUITY 2 ETF 445K 13K
DIMENSIONAL US REAL ESTATE ETF 176K 7K
DIMENSIONAL WORLD EQUITY ETF 241K 4K
DIMENSIONAL WLD EX US CR EQ 2 ETF 320K 12K
DIMENSIONAL US SMALL CAP VALU ETF 272K 9K
DIMENSIONAL U S EQUITY ETF 213K 4K
DIMENSIONAL US HIGH PROFTBLTY ETF 171K 5K
SPDR GOLD SHARES ETF ETF 168K 742
NVIDIA CORP COMMON STOCK 135K 1K
INVSC QQQ TRUST SRS 1 ETF 104K 220
ISHARES SEMICONDUCTOR ETF 164K 696
ISHARES 20 PLS YEAR TREASURY BND ETF 143K 2K
TAIWAN SEMICONDUCTR F SPONSORED ADR 102K 616
VANGUARD INFORMATION TECHNOLOGY ETF 205K 360
VANGUARD GROWTH ETF ETF 597K 2K
DIMENSIONAL US CORE EQUITY MARKT ETF 2K 44
DIMENSIONL US LARGE CAP VALUE ETF 18K 593
DIMENSIONAL SHRT DRT FXD INCM ETF 10K 219
DIMENSIONAL U S EQUITY ETF 19K 310
VERIZON COMMUNICATN COMMON STOCK 46K 1K
DIMENSIONAL US SUS CORE 1 ETF 4K 107
DIMENSIONAL U S SMALL CAP ETF 27K 413
DIMENSIONAL U S TARGETED VALUE ETF 8K 136
DIMENSIONAL U S EQUITY ETF 29K 493
DIMENSIONAL US MARKETWIDE VALUE ETF 29K 692
APPLE INC COMMON STOCK 44K 200
COSTCO WHOLESALE CO COMMON STOCK 58K 70
THE COCA-COLA CO COMMON STOCK 27K 400
MASTERCARD INC CLASS A 32K 70
MICROSOFT CORP COMMON STOCK 63K 150
REPUBLIC SERVICES COMMON STOCK 49K 250
VISA INC CLASS A 32K 120
WASTE MANAGEMENT INC COMMON STOCK 36K 180
DIMENSIONAL U S EQUITY ETF 1K 19
DIMENSIONAL WLD EX US CR EQ 2 ETF 12K 473
ABBVIE INC COMMON STOCK 825 4
ABBOTT LABORATORIES COMMON STOCK 445 4
DIMENSIONAL WORLD EQUITY ETF 95K 2K
DIMENSIONAL WORLD EQUITY ETF 8K 134
DIMENSIONAL U S CORE EQUITY 2 ETF 195K 6K
DIMENSIONAL WLD EX US CR EQ 2 ETF 172K 7K
DIMENSIONAL INTERNATIONAL VAL ETF 103K 3K
DIMENSIONAL US SUS CORE 1 ETF 200K 6K
DIMENSIONAL US SMALL CAP VALU ETF 130K 4K
ISHARES 10-20 YEAR TSURY BOND ETF 41K 386
ISHARES 20 PLS YEAR TREASURY BND ETF 51K 536
VANGUARD GROWTH ETF ETF 357K 972
APPLE INC COMMON STOCK 141K 635
BRISTOL-MYERS SQUIBB COMMON STOCK 12K 255
DIMENSIONAL U S CORE EQUITY 2 ETF 81K 2K
DIMENSIONAL U S TARGETED VALUE ETF 42K 730
GE AEROSPACE COMMON STOCK 23K 135
GE HEALTHCARE TECHNOLOGI COMMON STOCK 4K 45
GE VERNOVA INC COMMON STOCK 6K 33
MCDONALDS CORP COMMON STOCK 93K 351
MICROSOFT CORP COMMON STOCK 200K 479
PROCTER & GAMBLE COMMON STOCK 21K 132
QUALCOMM INC COMMON STOCK 45K 249
DIMENSIONAL U S CORE EQUITY 2 ETF 5K 147
DIMENSNL ULTRASHRT FIXED INCM ETF 6K 115
SCHWAB US DIVIDEND EQUITY ETF 6K 69
ADVANCED MICRO DEVICE IN COMMON STOCK 1K 10
AMAZON.COM INC COMMON STOCK 22K 120
BOEING CO COMMON STOCK 8K 40
ALIBABA GROUP HLDG LTD F SPONSORED ADR 4K 48
BEYOND MEAT INC COMMON STOCK 471 75
CLEVELAND-CLIFFS INC COMMON STOCK 2K 116
FASTLY INC CLASS A 405 50
INOVIO PHARMA COMMON STOCK 171 16
NVIDIA CORP COMMON STOCK 29K 250
PALANTIR TECHNOLOGIES IN CLASS A 3K 100
PELOTON INTERACTIVE INC COMMON STOCK 712 200
REDFIN CORP COMMON STOCK 407 50
SIRIUS XM HLDGS INC COMMON STOCK 862 250
SNOWFLAKE INC CLASS A 1K 10
STAAR SURGICAL CO COMMON STOCK 2K 50
TELADOC INC COMMON STOCK 377 40
TESLA INC COMMON STOCK 15K 65
DIMENSIONAL WORLD EQUITY ETF 11K 185
DIMENSIONAL US CORE EQUITY MARKT ETF 159 4
DIMENSIONAL INTERN CORE EQT MKT ETF 43K 1K
DIMENSIONAL US REAL ESTATE ETF 28K 1K
DIMENSIONAL U S TARGETED VALUE ETF 23K 397
DIMENSIONAL US CORE EQUITY MARKT ETF 105K 3K
DIMENSIONAL INTERN SMALL CAP VL ETF 27K 952
DIMENSNL ULTRASHRT FIXED INCM ETF 20K 402
VANGUARD ENERGY ETF ETF 24K 183
VANGUARD SHORT TERM TREASURY ETF 17K 289
VANGUARD VALUE ETF ETF 36K 217
VANGUARD GROWTH ETF ETF 100K 271
DIMENSIONAL EMERG CORE EQY MRKT ETF 14K 532
DIMENSIONAL U S TARGETED VALUE ETF 12K 217
DIMENSIONAL US CORE EQUITY MARKT ETF 34K 877
DIMENSIONAL INFLTN PRTD SECRT ETF 20K 472
DIMENSIONAL US HIGH PROFTBLTY ETF 19K 583
SCHWAB US DIVIDEND EQUITY ETF 14K 164
COTERRA ENERGY INC COMMON STOCK 14K 558
DIMENSIONAL US REAL ESTATE ETF 16K 678
DIMENSIONAL U S TARGETED VALUE ETF 26K 447
DIMENSIONAL WLD EX US CR EQ 2 ETF 64K 2K
DIMENSIONAL CORE FIXED INCOME ETF 98K 2K
DIMENSIONL US LARGE CAP VALUE ETF 58K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 49K 956
DEVON ENERGY CORP COMMON STOCK 11K 225
MATSON INC COMMON STOCK 14K 103
VANGUARD SHORT TERM COR BD ETF 213 3
DIMENSIONAL U S CORE EQUITY 2 ETF 22K 663
DIMENSIONAL WLD EX US CR EQ 2 ETF 17K 635
DIMENSIONAL INTERN CORE EQT MKT ETF 13K 414
DIMENSIONAL US REAL ESTATE ETF 5K 195
DIMENSIONAL U S SMALL CAP ETF 7K 100
DIMENSIONAL US CORE EQUITY MARKT ETF 32K 846
DIMENSIONAL CORE FIXED INCOME ETF 10K 246
DIMENSIONAL INTERNATIONAL VAL ETF 8K 225
DIMENSIONL US LARGE CAP VALUE ETF 1K 47
DIMENSIONAL INTERN SMALL CAP VL ETF 12K 415
DIMENSIONAL US HIGH PROFTBLTY ETF 19K 574
DIMENSNL ULTRASHRT FIXED INCM ETF 14K 275
DIMENSIONAL WORLD EQUITY ETF 15K 247
DIMENSIONAL US SUS CORE 1 ETF 4K 110
ISHARES CORE MSCI TOTL INTL STCK ETF 17K 238
SCHWAB US DIVIDEND EQUITY ETF 18K 220
DIMENSIONAL CORE FIXED INCOME ETF 10K 242
DIMENSIONAL CORE FIXED INCOME ETF 11K 263
DIMENSIONAL WLD EX US CR EQ 2 ETF 62K 2K
DIMENSIONL US LARGE CAP VALUE ETF 35K 1K
DIMENSIONAL U S EQUITY ETF 44K 729
DIMENSIONAL US HIGH PROFTBLTY ETF 23K 698
DIMENSNL ULTRASHRT FIXED INCM ETF 47K 927
VANGUARD SHORT TERM COR BD ETF 60 1
VANGUARD SHORT TERM TREASURY ETF 69 1
DIMENSIONAL WORLD EQUITY ETF 119K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 6K 116
ALLIANCE RESOURCE PAR LP COMMON STOCK 918 37
ENTERPRISE PRODS PART LP COMMON STOCK 866 30
HIRU CORP COMMON STOCK 1K 450K
INTERNTNL STAR COMMON STOCK 2K 2M
DIMENSIONAL WORLD EQUITY ETF 2K 40
DIMENSIONAL U S TARGETED VALUE ETF 3K 53
DIMENSNL ULTRASHRT FIXED INCM ETF 2K 36
VANGUARD SHORT TERM COR BD ETF 36K 465
DIMENSIONAL U S TARGETED VALUE ETF 11K 190
DIMENSIONAL US CORE EQUITY MARKT ETF 33K 875
DIMENSIONAL WLD EX US CR EQ 2 ETF 33K 1K
DIMENSIONAL CORE FIXED INCOME ETF 21K 499
DIMENSIONL US LARGE CAP VALUE ETF 20K 647
VANGUARD ULTRA SHORT BOND ETF 26K 526
ABBVIE INC COMMON STOCK 43K 231
ABBOTT LABORATORIES COMMON STOCK 24K 224
CLEVELAND-CLIFFS INC COMMON STOCK 9K 580
DIMENSIONAL INTERNATIONAL VAL ETF 24K 650
EASTMAN CHEMICAL CO COMMON STOCK 10K 100
FIRSTENERGY CORP COMMON STOCK 14K 344
FISKER INC CLASS A 2 400
KIMBERLY CLARK CORP COMMON STOCK 22K 165
LTC PROPERTIES INC REIT 16K 459
ALTRIA GROUP INC COMMON STOCK 23K 478
MICRON TECHNOLOGY COMMON STOCK 11K 100
TESLA INC COMMON STOCK 23K 100
VERIZON COMMUNICATN COMMON STOCK 20K 500
DIMENSIONAL US SUS CORE 1 ETF 4K 110
DIMENSIONAL U S SMALL CAP ETF 13 0
DIMENSIONAL SHRT DRT FXD INCM ETF 25K 539
DIMENSIONAL U S TARGETED VALUE ETF 29K 500
DIMENSIONAL WORLD EQUITY ETF 26K 416
DIMENSIONAL U S EQUITY ETF 60K 1K
DIMENSIONAL US LRGE CP VCTR ETF 20K 320
DIMENSIONAL US HIGH PROFTBLTY ETF 12K 380
DIMENSNL ULTRASHRT FIXED INCM ETF 35K 692
ISHARES 10-20 YEAR TSURY BOND ETF 42K 400
VANGUARD GROWTH ETF ETF 38K 103
DIMENSIONAL U S TARGETED VALUE ETF 9K 155
DIMENSIONAL US REAL ESTATE ETF 21K 909
DIMENSIONAL CORE FIXED INCOME ETF 36K 851
DIMENSIONL US LARGE CAP VALUE ETF 32K 1K
DIMENSIONAL WORLD EQUITY ETF 984 16
DIMENSIONAL WORLD EQUITY ETF 123 2
BEST BUY CO INC COMMON STOCK 60K 690
DIMENSIONAL U S TARGETED VALUE ETF 23K 406
DIMENSIONAL US CORE EQUITY MARKT ETF 22K 567
DIMENSIONAL CORE FIXED INCOME ETF 112K 3K
ISHARES CORE MSCI TOTL INTL STCK ETF 94K 1K
DIMENSIONAL U S EQUITY ETF 3K 53
VANGUARD SHORT TERM TREASURY ETF 423 7
VANGUARD VALUE ETF ETF 690 4
VANGUARD GROWTH ETF ETF 739 2
DIMENSIONAL CORE FIXED INCOME ETF 20K 468
DIMENSIONAL WORLD EQUITY ETF 61 1
DIMENSIONAL WORLD EQUITY ETF 7K 116
DIMENSIONAL WORLD EQUITY ETF 14K 223
DIMENSIONAL U S EQUITY ETF 7K 120
DIMENSIONAL US MARKETWIDE VALUE ETF 8K 182
SCHWAB US DIVIDEND EQUITY ETF 9K 107
VANGUARD SHORT TERM COR BD ETF 6K 80
DIMENSIONAL WORLD EQUITY ETF 8K 130
DIMENSIONAL U S TARGETED VALUE ETF 21K 369
VANGUARD GROWTH ETF ETF 19K 53
DIMENSIONAL WORLD EQUITY ETF 7K 115
DIMENSIONAL US HIGH PROFTBLTY ETF 1K 39
DIMENSIONAL WORLD EQUITY ETF 9K 154
DIMENSIONAL WORLD EQUITY ETF 5K 76
VANGUARD ULTRA SHORT BOND ETF 4K 83
CHANGING TECHNOLOGIE COMMON STOCK 0 1K
DIMENSIONAL US REAL ESTATE ETF 37K 2K
DIMENSIONAL U S TARGETED VALUE ETF 81K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 57K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 51K 1K
DIMENSIONAL U S EQUITY ETF 118K 2K
DIMENSIONAL INTERN HIGH PROFIT ETF 50K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 43K 1K
NVIDIA CORP COMMON STOCK 19K 160
VANGUARD VALUE ETF ETF 59K 353
VANGUARD GROWTH ETF ETF 180K 490
EXXON MOBIL CORP COMMON STOCK 3K 25
DIMENSIONAL US REAL ESTATE ETF 13K 551
DIMENSIONAL U S SMALL CAP ETF 13K 197
DIMENSIONAL US CORE EQUITY MARKT ETF 85K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 41K 2K
DIMENSIONAL CORE FIXED INCOME ETF 103K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 25K 658
DIMENSIONL US LARGE CAP VALUE ETF 33K 1K
DIMENSIONAL SHRT DRT FXD INCM ETF 29K 605
DIMENSNL ULTRASHRT FIXED INCM ETF 33K 642
DIMENSIONAL WORLD EQUITY ETF 3K 47
DIMENSIONAL U S EQUITY ETF 2K 37
DIMENSIONAL U S SMALL CAP ETF 55 1
DIMENSIONAL US CORE EQUITY MARKT ETF 329 9
DIMENSIONAL INTERNATIONAL VAL ETF 27K 711
DIMENSIONAL US SUS CORE 1 ETF 106K 3K
DIMENSIONAL US SMALL CAP VALU ETF 62K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 23K 326
SCHWAB US DIVIDEND EQUITY ETF 55K 665
DIMENSIONAL US REAL ESTATE ETF 18K 756
DIMENSIONAL U S TARGETED VALUE ETF 18K 321
DIMENSIONAL WLD EX US CR EQ 2 ETF 57K 2K
DIMENSIONAL CORE FIXED INCOME ETF 141K 3K
DIMENSIONAL INTERNATIONAL VAL ETF 35K 926
DIMENSIONL US LARGE CAP VALUE ETF 46K 2K
DIMENSIONAL SHRT DRT FXD INCM ETF 39K 830
DIMENSIONAL US HIGH PROFTBLTY ETF 28K 853
DIMENSNL ULTRASHRT FIXED INCM ETF 45K 881
VANGUARD MID CAP GROWTH ETF 28K 122
DIMENSIONAL WORLD EQUITY ETF 9K 142
DIMENSIONAL WORLD EQUITY ETF 103K 2K
DIMENSIONAL GLOBAL CREDIT ETF 42K 785
DIMENSIONAL US HIGH PROFTBLTY ETF 75K 2K
DIMENSIONAL U S TARGETED VALUE ETF 69K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 48K 950
SCHWAB US DIVIDEND EQUITY ETF 816 10
VANGUARD SHORT TERM COR BD ETF 49K 621
ISHARES MSCI GLL MET MIN PROD ETF 5K 124
DIMENSIONAL US SUS CORE 1 ETF 4K 106
CIM REAL ESTATE FINANCE TRUST INC 33K 5K
DIMENSIONAL US CORE EQUITY MARKT ETF 31K 814
DIMENSIONAL CORE FIXED INCOME ETF 18K 425
DIMENSIONAL INFLTN PRTD SECRT ETF 14K 331
DIMENSIONAL INTERNATIONAL VAL ETF 13K 341
DIMENSIONAL SHRT DRT FXD INCM ETF 16K 343
ISHARES CORE MSCI TOTL INTL STCK ETF 15K 215
SCHWAB US DIVIDEND EQUITY ETF 14K 170
DIMENSIONAL U S EQUITY ETF 363 6
DIMENSIONAL U S CORE EQUITY 2 ETF 137K 4K
DIMENSIONAL U S TARGETED VALUE ETF 96K 2K
DIMENSIONAL US CORE EQUITY MARKT ETF 297K 8K
DIMENSIONAL GLOBAL CREDIT ETF 39K 734
VANGUARD GROWTH ETF ETF 115K 314
BERKSHIRE HATHAWAY CLASS B 14K 31
DIMENSIONAL US CORE EQUITY MARKT ETF 23K 604
DEVON ENERGY CORP COMMON STOCK 11K 240
APPLE INC COMMON STOCK 200K 900
BERKSHIRE HATHAWAY CLASS B 175K 400
DIMENSIONAL U S SMALL CAP ETF 369K 6K
DIMENSIONAL US MARKETWIDE VALUE ETF 965K 23K
SPDR GOLD SHARES ETF ETF 272K 1K
THE COCA-COLA CO COMMON STOCK 77K 1K
META PLATFORMS INC CLASS A 237K 500
NVIDIA CORP COMMON STOCK 42K 360
SCHWAB INTERNATIONAL EQUITY ETF 569K 14K
TESLA INC COMMON STOCK 696K 3K
VANGUARD HEALTH CARE ETF 173K 630
DIMENSIONAL U S CORE EQUITY 2 ETF 32K 972
DIMENSIONAL WORLD EQUITY ETF 135K 2K
DIMENSIONAL WORLD EQUITY ETF 75K 1K
DIMENSIONAL U S CORE EQUITY 2 ETF 61K 2K
DIMENSIONAL US REAL ESTATE ETF 14K 587
DIMENSIONAL U S TARGETED VALUE ETF 14K 248
DIMENSIONAL WLD EX US CR EQ 2 ETF 34K 1K
DIMENSIONAL CORE FIXED INCOME ETF 52K 1K
DIMENSIONL US LARGE CAP VALUE ETF 32K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 31K 963
DIMENSNL ULTRASHRT FIXED INCM ETF 26K 505
DIMENSIONAL US HIGH PROFTBLTY ETF 41K 1K
DIMENSIONAL INTERN CORE EQT MKT ETF 94K 3K
DIMENSIONAL US REAL ESTATE ETF 49K 2K
DIMENSIONAL U S TARGETED VALUE ETF 74K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 66K 2K
DIMENSIONAL U S EQUITY ETF 150K 3K
DIMENSIONAL US MARKETWIDE VALUE ETF 49K 1K
DIMENSIONAL INTERN SMALL CAP VL ETF 38K 1K
DIMENSIONAL US HIGH PROFTBLTY ETF 132K 4K
DIMENSNL ULTRASHRT FIXED INCM ETF 47K 929
ISHARES 10-20 YEAR TSURY BOND ETF 48K 456
VANGUARD INFORMATION TECHNOLOGY ETF 101K 178
VANGUARD GROWTH ETF ETF 91K 247
SPDR GOLD SHARES ETF ETF 29K 130
DIMENSIONAL INTERN CORE EQT MKT ETF 10K 336
DIMENSIONAL SHRT DRT FXD INCM ETF 13K 284
DIMENSIONAL U S EQUITY ETF 20K 341
VANGUARD GROWTH ETF ETF 14K 39
DIMENSIONAL WORLD EQUITY ETF 52K 852
APPLE INC COMMON STOCK 17K 76
AMAZON.COM INC COMMON STOCK 22K 119
BOOKING HOLDINGS INC COMMON STOCK 19K 5
COSTCO WHOLESALE CO COMMON STOCK 18K 22
SALESFORCE INC COMMON STOCK 20K 78
DIMENSIONAL U S CORE EQUITY 2 ETF 175K 5K
DIMENSIONAL INTERN CORE EQT MKT ETF 65K 2K
DIMENSIONAL US REAL ESTATE ETF 34K 1K
DIMENSIONAL U S TARGETED VALUE ETF 41K 716
DIMENSIONAL INTERNATIONAL VAL ETF 53K 1K
DIMENSIONL US LARGE CAP VALUE ETF 56K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 70K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 40K 789
VANGUARD TOTAL WORLD STOCK ETF 58K 509
VANGUARD ULTRA SHORT BOND ETF 51K 1K
DIMENSIONAL WORLD EQUITY ETF 20K 320
DIMENSIONAL WORLD EQUITY ETF 35K 568
DIMENSIONAL U S EQUITY ETF 22K 363
WALT DISNEY CO COMMON STOCK 562 6
DIMENSIONAL WORLD EQUITY ETF 61 1
DIMENSIONAL WORLD EQUITY ETF 246 4
DIMENSIONAL WORLD EQUITY ETF 8K 130
DIMENSIONAL WORLD EQUITY ETF 45K 739
DIMENSIONAL U S CORE EQUITY 2 ETF 4K 116
DIMENSIONAL WORLD EQUITY ETF 20K 329
DIMENSIONAL US REAL ESTATE ETF 7K 311
DIMENSIONAL U S TARGETED VALUE ETF 8K 133
DIMENSIONAL US CORE EQUITY MARKT ETF 47K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 23K 901
DIMENSIONAL INTERNATIONAL VAL ETF 14K 382
SCHWAB US DIVIDEND EQUITY ETF 316 4
VANGUARD SHORT TERM COR BD ETF 11K 141
VANGUARD SHORT TERM TREASURY ETF 23K 393
VANGUARD S&P 500 ETF ETF 49K 97
VANGUARD TOTAL WORLD STOCK ETF 47K 408
VANGUARD VALUE ETF ETF 26K 157
DIMENSIONAL INTERN CORE EQT MKT ETF 26K 858
DIMENSIONAL US CORE EQUITY MARKT ETF 79K 2K
SCHWAB US DIVIDEND EQUITY ETF 29K 356
DIMENSIONAL U S TARGETED VALUE ETF 39K 686
DIMENSIONAL US CORE EQUITY MARKT ETF 153K 4K
DIMENSIONAL CORE FIXED INCOME ETF 73K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 75K 2K
DIMENSIONAL U S SMALL CAP ETF 37K 567
DIMENSIONAL US CORE EQUITY MARKT ETF 117K 3K
DIMENSIONAL US HIGH PROFTBLTY ETF 96K 3K
CRESCO LABS INC F COMMON STOCK 333 208
DIMENSIONAL US SMALL CAP VALU ETF 11K 350
VANGUARD GROWTH ETF ETF 16K 42
BOEING CO COMMON STOCK 6K 30
CHARGEPOINT HOLDINGS INC CLASS A 1K 600
CHEWY INC CLASS A 2K 100
DOCUSIGN INC COMMON STOCK 1K 25
SOLO BRANDS INC CLASS A 717 300
EASTMAN CHEMICAL CO COMMON STOCK 11K 109
FISKER INC CLASS A 2 500
GAN LTD F COMMON STOCK 158 100
GOODRX HLDGS INC CLASS A 905 100
HUMANA INC COMMON STOCK 2K 5
KURA ONCOLOGY COMMON STOCK 2K 100
MICRON TECHNOLOGY COMMON STOCK 6K 51
NOVOCURE LTD F COMMON STOCK 569 25
NVIDIA CORP COMMON STOCK 47K 400
SHERWIN WILLIAMS CO COMMON STOCK 1K 3
SNOWFLAKE INC CLASS A 5K 40
SYNCHRONY FINL COMMON STOCK 5K 106
TESLA INC COMMON STOCK 12K 50
DIMENSIONAL US CORE EQUITY MARKT ETF 12K 315
DIMENSIONAL INFLTN PRTD SECRT ETF 7K 161
SCHWAB US DIVIDEND EQUITY ETF 22K 272
VANGUARD SHORT INFLATION PROT ETF IV 7K 137
DIMENSIONAL US CORE EQUITY MARKT ETF 251K 7K
DIMENSIONAL WORLD EQUITY ETF 104K 2K
DIMENSIONAL GLOBAL CREDIT ETF 53K 992
DIMENSNL ULTRASHRT FIXED INCM ETF 42K 832
VANGUARD GROWTH ETF ETF 178K 485
BRIGHTHOUSE FINL INC0050 COMMON STOCK 199 4
METLIFE INC COMMON STOCK 4K 50
MANULIFE FINL F COMMON STOCK 9K 350
DIMENSIONAL WORLD EQUITY ETF 4K 58
VANGUARD GROWTH ETF ETF 3K 7
DIMENSIONAL U S CORE EQUITY 2 ETF 374K 11K
DIMENSIONAL WORLD EQUITY ETF 375K 6K
DIMENSIONAL US SMALL CAP VALU ETF 261K 8K
ISHARES GOLD ETF ETF 48K 1K
VANGUARD GROWTH ETF ETF 627K 2K
DIMENSIONAL U S CORE EQUITY 2 ETF 69K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 37K 988
DIMENSIONAL NATIONL MUNPL BND ETF 87K 2K
DIMENSIONAL US SMALL CAP VALU ETF 64K 2K
VANGUARD SHORT TERM TREASURY ETF 15K 262
VANGUARD GROWTH ETF ETF 76K 207
VANGUARD ULTRA SHORT BOND ETF 32K 639
DIMENSIONAL U S CORE EQUITY 2 ETF 137K 4K
DIMENSIONAL U S TARGETED VALUE ETF 145K 3K
DIMENSIONAL WORLD EQUITY ETF 237K 4K
DIMENSIONAL NATIONL MUNPL BND ETF 52K 1K
DIMENSIONAL US SMALL CAP VALU ETF 179K 6K
DIMENSIONAL INTERN SMALL CAP VL ETF 101K 4K
ISHARES SHORT TERM NTNL MUN BND ETF 149K 1K
ISHARES 10-20 YEAR TSURY BOND ETF 124K 1K
ISHARES 20 PLS YEAR TREASURY BND ETF 54K 566
VANGUARD VALUE ETF ETF 282K 2K
DIMENSIONAL WORLD EQUITY ETF 13K 217
DIMENSIONAL INTERN CORE EQT MKT ETF 5K 171
DIMENSIONAL US CORE EQUITY MARKT ETF 16K 421
DIMENSIONAL CORE FIXED INCOME ETF 26K 603
DIMENSIONAL INFLTN PRTD SECRT ETF 15K 370
DIMENSIONL US LARGE CAP VALUE ETF 11K 352
DIMENSNL ULTRASHRT FIXED INCM ETF 30K 599
DIMENSIONAL U S TARGETED VALUE ETF 54K 948
DIMENSIONAL US HIGH PROFTBLTY ETF 98K 3K
SCHWAB US DIVIDEND EQUITY ETF 55K 661
VANGUARD SHORT TERM TREASURY ETF 7K 125
VANGUARD GROWTH ETF ETF 106K 290
DIMENSIONAL U S TARGETED VALUE ETF 37K 642
DIMENSIONAL US CORE EQUITY MARKT ETF 51K 1K
DIMENSIONAL CORE FIXED INCOME ETF 34K 799
DIMENSIONAL INTERNATIONAL VAL ETF 16K 432
DIMENSIONAL US HIGH PROFTBLTY ETF 31K 966
DIMENSNL ULTRASHRT FIXED INCM ETF 11K 220
VANGUARD GROWTH ETF ETF 47K 128
DIMENSIONAL WORLD EQUITY ETF 9K 149
DIMENSIONAL WORLD EQUITY ETF 7K 116
DIMENSIONAL SHRT DRT FXD INCM ETF 23K 480
SCHWAB US DIVIDEND EQUITY ETF 13K 163
DIMENSIONAL WORLD EQUITY ETF 4K 65
ISHARES CORE US AGGREGATE BOND ETF 31K 316
DIMENSIONAL US REAL ESTATE ETF 12K 510
DIMENSIONAL U S TARGETED VALUE ETF 28K 487
DIMENSIONAL INTERNATIONAL VAL ETF 25K 675
DIMENSIONAL U S EQUITY ETF 37K 613
DIMENSIONAL INTERN HIGH PROFIT ETF 14K 509
DIMENSIONAL US HIGH PROFTBLTY ETF 44K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 25K 366
VANGUARD SHORT TERM COR BD ETF 24K 308
VANGUARD SHORT TERM TREASURY ETF 60K 1K
VANGUARD VALUE ETF ETF 26K 153
VANGUARD GROWTH ETF ETF 55K 151
DIMENSIONAL WORLD EQUITY ETF 62K 1K
DIMENSIONAL INTERN SMALL CAP VL ETF 7K 255
DIMENSIONAL U S CORE EQUITY 2 ETF 54K 2K
DIMENSIONAL US SMALL CAP VALU ETF 24K 753
ISHARES FALLEN ANGELS USD BOND ETF 29K 1K
ISHARES CORE MSCI TOTL INTL STCK ETF 46K 666
SCHWAB US DIVIDEND EQUITY ETF 40K 484
VANGUARD MID CAP GROWTH ETF 36K 153
VANGUARD GROWTH ETF ETF 44K 121
DIMENSIONAL WORLD EQUITY ETF 69K 1K
DIMENSIONAL WORLD EQUITY ETF 28K 464
DIMENSIONAL US REAL ESTATE ETF 8K 339
DIMENSIONAL U S SMALL CAP ETF 12K 189
DIMENSIONAL WLD EX US CR EQ 2 ETF 28K 1K
DIMENSIONAL CORE FIXED INCOME ETF 70K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 23K 622
DIMENSIONAL US HIGH PROFTBLTY ETF 37K 1K
VANGUARD GROWTH ETF ETF 57K 154
CLEVELAND-CLIFFS INC COMMON STOCK 1K 88
DIMENSIONAL US REAL ESTATE ETF 14K 591
DIMENSIONAL U S TARGETED VALUE ETF 46K 800
DIMENSIONAL US CORE EQUITY MARKT ETF 68K 2K
DIMENSIONL US LARGE CAP VALUE ETF 58K 2K
DIMENSIONAL US HIGH PROFTBLTY ETF 38K 1K
VANGUARD GROWTH ETF ETF 46K 125
DIMENSIONAL WORLD EQUITY ETF 9K 145
VANGUARD TOTAL WORLD STOCK ETF 7K 61
DIMENSIONAL SHRT DRT FXD INCM ETF 15K 309
DIMENSIONAL U S SMALL CAP ETF 14K 211
DIMENSIONAL US CORE EQUITY MARKT ETF 7K 178
DIMENSIONAL INTERNATIONAL VAL ETF 3K 84
DIMENSIONAL US HIGH PROFTBLTY ETF 115K 4K
ARTHUR J GALLAGHER&C COMMON STOCK 26K 93
DIMENSIONAL U S SMALL CAP ETF 49K 747
DIMENSIONAL U S TARGETED VALUE ETF 29K 508
DIMENSIONAL INTERN CORE EQT MKT ETF 69K 2K
DIMENSIONAL US CORE EQUITY MARKT ETF 55K 1K
DIMENSIONAL CORE FIXED INCOME ETF 45K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 49K 1K
ISHARES CORE US AGGREGATE BOND ETF 16K 158
DIMENSIONAL U S TARGETED VALUE ETF 31K 548
DIMENSIONAL US HIGH PROFTBLTY ETF 68K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 51K 731
SCHWAB US DIVIDEND EQUITY ETF 24K 296
VANGUARD SHORT TERM COR BD ETF 3K 44
VANGUARD GROWTH ETF ETF 42K 115
CITIGROUP INC COMMON STOCK 12K 186
ENTERGY CORP COMMON STOCK 42K 359
FORD MOTOR CO COMMON STOCK 60K 6K
FIRSTENERGY CORP COMMON STOCK 18K 424
TRAVELERS COMPANIES COMMON STOCK 26K 120
VISTEON CORP COMMON STOCK 578 5
SCHWAB US DIVIDEND EQUITY ETF 903 11
DIMENSIONAL U S CORE EQUITY 2 ETF 125K 4K
DIMENSIONAL US REAL ESTATE ETF 60K 3K
DIMENSIONAL WORLD EQUITY ETF 149K 2K
DIMENSIONAL CORE FIXED INCOME ETF 51K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 38K 1K
DIMENSIONAL NATIONL MUNPL BND ETF 50K 1K
DIMENSIONAL US SMALL CAP VALU ETF 82K 3K
DIMENSIONAL U S EQUITY ETF 78K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 75K 1K
DIMENSIONAL U S EQUITY ETF 6K 102
DIMENSNL ULTRASHRT FIXED INCM ETF 4K 74
DIMENSIONAL U S TARGETED VALUE ETF 9K 160
DIMENSIONAL WORLD EQUITY ETF 32K 517
VANGUARD GROWTH ETF ETF 30K 81
DIMENSIONAL WORLD EQUITY ETF 5K 80
ISHARES CORE MSCI TOTL INTL STCK ETF 4K 59
DIMENSIONAL WORLD EQUITY ETF 3K 45
DIMENSIONAL U S CORE EQUITY 2 ETF 57K 2K
DIMENSIONAL INTERN CORE EQT MKT ETF 33K 1K
DIMENSIONAL US REAL ESTATE ETF 27K 1K
DIMENSIONAL US CORE EQUITY MARKT ETF 71K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 27K 735
DIMENSIONAL INTERN SMALL CAP VL ETF 20K 708
DIMENSIONAL US HIGH PROFTBLTY ETF 34K 1K
VANGUARD SMALL CAP GROWTH ETF 32K 124
VANGUARD VALUE ETF ETF 43K 254
VANGUARD GROWTH ETF ETF 140K 382
SCHWAB US DIVIDEND EQUITY ETF 6K 75
DIMENSIONAL WORLD EQUITY ETF 9K 144
DIMENSIONAL U S EQUITY ETF 376K 6K
WISDOMTREE US QLT DIV GRW ETF IV 97K 1K
SCHWAB US SMALL CAP ETF ETF 250K 5K
SCHWAB INTERNATIONAL EQUITY ETF 187K 5K
CHARLES SCHWAB US MC ETF 118K 1K
DIMENSIONAL US REAL ESTATE ETF 6K 260
DIMENSIONAL U S SMALL CAP ETF 3K 43
DIMENSIONAL US CORE EQUITY MARKT ETF 6K 152
DIMENSIONAL WLD EX US CR EQ 2 ETF 3K 108
DIMENSIONAL CORE FIXED INCOME ETF 8K 182
DIMENSIONAL INTERNATIONAL VAL ETF 2K 48
DIMENSIONL US LARGE CAP VALUE ETF 3K 90
DIMENSIONAL SHRT DRT FXD INCM ETF 2K 40
DIMENSNL ULTRASHRT FIXED INCM ETF 307 6
DIMENSIONAL U S TARGETED VALUE ETF 6K 113
DIMENSIONAL WLD EX US CR EQ 2 ETF 3K 105
DIMENSNL ULTRASHRT FIXED INCM ETF 7K 144
VANGUARD GROWTH ETF ETF 21K 56
DIMENSIONAL US CORE EQUITY MARKT ETF 4K 99
DIMENSIONAL INTERN SMALL CAP VL ETF 3K 89
DIMENSIONAL US REAL ESTATE ETF 12K 505
DIMENSIONAL U S SMALL CAP ETF 12K 187
DIMENSIONAL US CORE EQUITY MARKT ETF 75K 2K
DIMENSIONAL WLD EX US CR EQ 2 ETF 25K 965
DIMENSIONAL CORE FIXED INCOME ETF 94K 2K
DIMENSIONAL INTERNATIONAL VAL ETF 23K 610
DIMENSIONL US LARGE CAP VALUE ETF 31K 1K
DIMENSIONAL SHRT DRT FXD INCM ETF 26K 552
DIMENSIONAL US HIGH PROFTBLTY ETF 38K 1K
DIMENSNL ULTRASHRT FIXED INCM ETF 30K 587
DIMENSIONAL U S CORE EQUITY 2 ETF 6K 182
VANGUARD GROWTH ETF ETF 15K 40
DIMENSIONAL WORLD EQUITY ETF 61 1
DIMENSIONAL U S TARGETED VALUE ETF 45K 793
DIMENSIONAL WORLD EQUITY ETF 77K 1K
DIMENSIONAL U S EQUITY ETF 104K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 25K 486
VANGUARD SHORT TERM TREASURY ETF 5K 85
VANGUARD GROWTH ETF ETF 97K 263
ARK 21SHARES BITCOIN ETF 1K 23
CLEANSPARK INC COMMON STOCK 3K 165
COINBASE GLOBAL INC CLASS A 6K 26
DIMENSIONAL WORLD EQUITY ETF 557 9
GRAYSCALE DIGITAL LARG F COMMON STOCK 4K 158
MARATHON DIGITAL HLDGS I COMMON STOCK 2K 108
MICROSTRATEGY INC CLASS A 10K 6
VALKYRIE BITCOIN MINERS ETF 3K 160
DIMENSIONAL U S TARGETED VALUE ETF 22K 388
DIMENSIONAL WLD EX US CR EQ 2 ETF 35K 1K
DIMENSIONAL INTERNATIONAL VAL ETF 18K 495
DIMENSIONAL US SUS CORE 1 ETF 88K 2K
VANGUARD SHORT TERM COR BD ETF 39K 494
VANGUARD GROWTH ETF ETF 46K 125
DIMENSIONAL WORLD EQUITY ETF 3K 47
DIMENSIONAL U S TARGETED VALUE ETF 991 17
ISHARES CORE MSCI TOTL INTL STCK ETF 10K 150
DIMENSIONAL US REAL ESTATE ETF 8K 321
DIMENSIONAL U S SMALL CAP ETF 4K 66
DIMENSIONAL US CORE EQUITY MARKT ETF 27K 703
DIMENSIONAL WLD EX US CR EQ 2 ETF 13K 506
DIMENSIONAL CORE FIXED INCOME ETF 20K 465
DIMENSIONAL INTERNATIONAL VAL ETF 9K 231
DIMENSIONAL SHRT DRT FXD INCM ETF 12K 255
SCHWAB US DIVIDEND EQUITY ETF 13K 153
VANGUARD GROWTH ETF ETF 12K 33
DIMENSIONAL WORLD EQUITY ETF 23K 372
DIMENSIONAL SHRT DRT FXD INCM ETF 11K 229
DIMENSIONAL US LRGE CP VCTR ETF 31K 487
VANGUARD GROWTH ETF ETF 27K 74
DIMENSIONAL WORLD EQUITY ETF 50K 821
DIMENSIONAL WORLD EQUITY ETF 5K 82
AURORA CANNABIS INC F COMMON STOCK 98 16
APA CORP COMMON STOCK 8K 250
BOEING CO COMMON STOCK 29K 150
BERKSHIRE HATHAWAY CLASS B 44K 100
CHARGEPOINT HOLDINGS INC CLASS A 14K 7K
CONOCOPHILLIPS COMMON STOCK 6K 50
SALESFORCE INC COMMON STOCK 7K 27
CROWDSTRIKE HLDGS INC CLASS A 17K 75
CEMEX SAB DE C V F SPONSORED ADR 3K 500
ENBRIDGE INC F COMMON STOCK 4K 100
GE HEALTHCARE TECHNOLOGI COMMON STOCK 3K 41
GENERAL MOTORS CO COMMON STOCK 24K 550
ISHARES CORE MSCI EMERGING ETF 2K 30
INTEL CORP COMMON STOCK 9K 280
SOUTHWEST AIRLINES COMMON STOCK 2K 75
MCDONALDS CORP COMMON STOCK 3K 13
MARVELL TECHNOLOGY INC COMMON STOCK 4K 61
PINTEREST INC CLASS A 10K 300
PAYPAL HOLDINGS INCORPOR COMMON STOCK 13K 200
QUALCOMM INC COMMON STOCK 36K 200
ISHARES SILVER TRUST ETF 13K 500
STEM INC COMMON STOCK 305 250
A T & T INC COMMON STOCK 2K 100
INVSC SOLAR ETF COMMON STOCK 2K 50
UNITED RENTALS INC COMMON STOCK 9K 12
VERIZON COMMUNICATN COMMON STOCK 6K 150
WENDYS CO COMMON STOCK 2K 100
ENERGY SELECT SECTOR COMMON STOCK 5K 50
DIMENSIONAL WLD EX US CR EQ 2 ETF 10K 380
DIMENSIONAL INTERN CORE EQT MKT ETF 8K 270
DIMENSIONAL U S EQUITY ETF 21K 350
SCHWAB US DIVIDEND EQUITY ETF 15K 185
DIMENSIONAL US SMALL CAP VALU ETF 255 8
DELTA AIR LINES INC DEL COME INVESTOR A 6K 150
DIMENSIONAL INTERN SMALL CAP VL ETF 10K 336
DIMENSNL ULTRASHRT FIXED INCM ETF 3K 58
DIMENSIONAL U S CORE EQUITY 2 ETF 25K 764
DIMENSIONAL U S TARGETED VALUE ETF 49K 863
DIMENSIONAL WORLD EQUITY ETF 75K 1K
SCHWAB US DIVIDEND EQUITY ETF 26K 314
VANGUARD SHORT TERM COR BD ETF 31K 399
PROSHARES BIG DATA REFINERS ETF 968 0
DIMENSIONAL WLD EX US CR EQ 2 ETF 30K 1K
DIMENSIONAL US SMALL CAP VALU ETF 13K 412
ISHARES TOTAL US STOCK MARKET ETF 26K 212
VANGUARD GROWTH ETF ETF 28K 76
DIMENSIONAL WORLD EQUITY ETF 2K 26
DIMENSIONAL US CORE EQUITY MARKT ETF 14K 357
DIMENSIONAL U S TARGETED VALUE ETF 17K 296
DIMENSIONAL US CORE EQUITY MARKT ETF 98K 3K
DIMENSIONAL WORLD EQUITY ETF 27K 445
VANGUARD GROWTH ETF ETF 7K 18
DIMENSIONAL WORLD EQUITY ETF 8K 123
DIMENSIONAL WORLD EQUITY ETF 71K 1K
ISHARES CORE US AGGREGATE BOND ETF 6K 62
DIMENSIONAL U S CORE EQUITY 2 ETF 19K 578
DIMENSIONAL WLD EX US CR EQ 2 ETF 14K 523
DIMENSIONAL US HIGH PROFTBLTY ETF 19K 584
VANGUARD SHORT TERM TREASURY ETF 1K 20
VANGUARD GROWTH ETF ETF 16K 44
DIMENSIONAL WLD EX US CR EQ 2 ETF 2K 89
DIMENSIONAL U S TARGETED VALUE ETF 6K 98
DIMENSIONAL US CORE EQUITY MARKT ETF 25K 642
DIMENSIONAL WLD EX US CR EQ 2 ETF 8K 303
DIMENSIONAL CORE FIXED INCOME ETF 34K 800
DIMENSIONL US LARGE CAP VALUE ETF 15K 496
DIMENSIONAL SHRT DRT FXD INCM ETF 13K 281
DIMENSIONAL US HIGH PROFTBLTY ETF 15K 462
DIMENSNL ULTRASHRT FIXED INCM ETF 20K 391
DIMENSIONAL SHRT DRT FXD INCM ETF 1K 28
DIMENSIONAL WORLD EQUITY ETF 4K 59
REALTY INCOME CORP REIT 6K 100
SCHWAB US SMALL CAP ETF ETF 20K 380
T ROWE PRICE DIVIDEND GROWTH ETF 21K 530
VANGUARD GROWTH ETF ETF 33K 90
DIMENSNL EMG MRKT SUS CORE 1 ETF 3K 75
DIMENSNL INTERNTL SUS CORE 1 ETF 3K 100
DIMENSIONAL US SUS CORE 1 ETF 10K 265
VANGUARD ESG US BOND ETF 8K 126
DIMENSNL ULTRASHRT FIXED INCM ETF 13K 254
DIMENSIONAL WORLD EQUITY ETF 8K 135
DIMENSIONAL WORLD EQUITY ETF 23K 372
DIMENSIONAL US CORE EQUITY MARKT ETF 10K 249
DIMENSIONAL US HIGH PROFTBLTY ETF 55K 2K
VANGUARD ULTRA SHORT BOND ETF 11K 213
DIMENSIONAL U S CORE EQUITY 2 ETF 19K 585
DIMENSIONAL WLD EX US CR EQ 2 ETF 11K 428
VANGUARD ULTRA SHORT BOND ETF 6K 129
DIMENSIONAL U S TARGETED VALUE ETF 178K 3K
DIMENSIONAL U S EQUITY ETF 240K 4K
DIMENSIONAL US HIGH PROFTBLTY ETF 189K 6K
SCHWAB US DIVIDEND EQUITY ETF 985 12
DIMENSIONAL WORLD EQUITY ETF 11K 184
DIMENSIONAL US REAL ESTATE ETF 12K 505
DIMENSIONL US LARGE CAP VALUE ETF 121K 4K
DIMENSIONAL U S EQUITY ETF 99K 2K
DIMENSNL ULTRASHRT FIXED INCM ETF 12K 242
DIMENSIONAL US HIGH PROFTBLTY ETF 9K 290
FIRST TRUST VALUE DIVIDEND INDEX ETF 23K 531
MARVELL TECHNOLOGY INC COME INSTL 25K 372
DIMENSIONAL WORLD EQUITY ETF 989 16
DIMENSIONAL US HIGH PROFTBLTY ETF 11K 348
DIMENSIONAL WORLD EQUITY ETF 52K 850
VANGUARD TOTAL WORLD STOCK ETF 5K 40
ISHARES CORE MSCI TOTL INTL STCK ETF 8K 119
SCHWAB US DIVIDEND EQUITY ETF 12K 143
VANGUARD GROWTH ETF ETF 11K 29
DIMENSIONAL U S TARGETED VALUE ETF 64K 1K
DIMENSIONAL WLD EX US CR EQ 2 ETF 46K 2K
DIMENSIONAL NATIONL MUNPL BND ETF 31K 642
DIMENSIONAL US MARKETWIDE VALUE ETF 44K 1K
ISHARES SHORT TERM NTNL MUN BND ETF 31K 295
VANGUARD SHORT TERM COR BD ETF 32K 413
SCHWAB US DIVIDEND EQUITY ETF 36K 435
VANGUARD SHORT TERM COR BD ETF 16K 210
DIMENSIONAL WORLD EQUITY ETF 7K 114
DIMENSIONAL U S TARGETED VALUE ETF 31K 536
SCHWAB US DIVIDEND EQUITY ETF 23K 281
SCHWAB INTERNATIONAL DIVIDND EQY ETF 23K 915
DIMENSIONAL U S CORE EQUITY 2 ETF 24K 710
DIMENSIONAL INTERN CORE EQT MKT ETF 26K 837
DIMENSIONAL US CORE EQUITY MARKT ETF 69K 2K
DIMENSIONAL CORE FIXED INCOME ETF 25K 580
DIMENSIONAL INTERNATIONAL VAL ETF 28K 750
DIMENSIONAL US SMALL CAP VALU ETF 15K 471
DIMENSIONAL US HIGH PROFTBLTY ETF 58K 2K
ISHARES CORE MSCI TOTL INTL STCK ETF 4K 52
VANGUARD ULTRA SHORT BOND ETF 115 2
AMFIN FINL CORP COMMON STOCK 189 1
AMAZON.COM INC COMMON STOCK 15K 80
CLEVELAND-CLIFFS INC COMMON STOCK 2K 118
GE AEROSPACE COMMON STOCK 5K 31
GE HEALTHCARE TECHNOLOGI COMMON STOCK 846 10
GE VERNOVA INC COMMON STOCK 1K 7
WABTEC COMMON STOCK 161 1
SIX FLAGS ENTMT CORP COMMON STOCK 3K 70
IBM CORP COMMON STOCK 59K 307
KYNDRYL HLDGS INC COMMON STOCK 1K 54
MATERION CORP COMMON STOCK 2K 16
RPM INTERNTNL COMMON STOCK 75K 614
A T & T INC COMMON STOCK 5K 255
WARNER BROTHERS DISCOVER COMMON STOCK 458 53
UNITED AIRLINES HLDGS COMMON STOCK 18K 400