| ABBVIE INC | COM | $214K | 0.1% | 849 SH | New |
| AFFIRM HLDGS INC | COM CL A | $10.2M | 4.9%Prev: 4.2% | 125,224 SH | Increased-10,852 SH |
| ALPHABET INC | CAP STK CL A | $1.3M | 0.6%Prev: 0.2% | 3,512 SH | Increased+909 SH |
| ALPHABET INC | CAP STK CL C | $1.9M | 0.9%Prev: 0.5% | 5,272 SH | Increased-1,300 SH |
| AMAZON COM INC | COM | $2.3M | 1.1%Prev: 0.9% | 9,815 SH | Increased+1,091 SH |
| APPLE INC | COM | $3.7M | 1.8%Prev: 1.1% | 12,846 SH | Increased+1,168 SH |
| ARISTA NETWORKS INC | COM SHS | $361K | 0.2%Prev: 0.1% | 2,127 SH | Increased-229 SH |
| ASANA INC | CL A | $97K | 0.0%Prev: 0.3% | 13,793 SH | Decreased-29,191 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $529K | 0.3% | 266 SH | New |
| ATLASSIAN CORPORATION | CL A | $8.3M | 4.0%Prev: 21.7% | 106,088 SH | Decreased-133,920 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.3M | 0.6%Prev: 0.6% | 2,594 SH | Decreased-324 SH |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | $1.4M | 0.7% | 49,935 SH | New |
| BLOCK INC | CL A | $225K | 0.1% | 2,959 SH | New |
| BROADCOM INC | COM | $1.7M | 0.8%Prev: 0.5% | 4,382 SH | Increased+379 SH |
| COREWEAVE INC | COM CL A | $217K | 0.1% | 2,179 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $927K | 0.4% | 991 SH | New |
| COUPANG INC | CL A | $212K | 0.1%Prev: 0.2% | 12,204 SH | Decreased-963 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3.5M | 1.7%Prev: 1.6% | 67,068 SH | Decreased-17,832 SH |
| DOORDASH INC | CL A | $6.4M | 3.1%Prev: 4.0% | 34,871 SH | Decreased-1,387 SH |
| ELI LILLY & CO | COM | $721K | 0.3%Prev: 0.2% | 601 SH | Increased+125 SH |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $230K | 0.1% | 2,000 SH | New |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $227K | 0.1%Prev: 0.1% | 858 SH | Decreased |
| FIRST TR EXCHANGE-TRADED FD | SHS | $419K | 0.2%Prev: 0.1% | 1,251 SH | Increased |
| GOLDMAN SACHS ETF TR | ACCESS INFLATI | $293K | 0.1%Prev: 0.4% | 6,000 SH | Decreased-10,902 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $803K | 0.4%Prev: 0.4% | 16,004 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 0.8%Prev: 0.5% | 2,260 SH | Increased+270 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $226K | 0.1%Prev: 0.2% | 6,777 SH | Decreased-256 SH |
| ISHARES INC | CORE MSCI EMKT | $908K | 0.4%Prev: 0.2% | 10,966 SH | Increased+4,390 SH |
| ISHARES TR | 20 YR TR BD ETF | $836K | 0.4%Prev: 0.7% | 9,674 SH | Decreased-7,228 SH |
| ISHARES TR | 7-10 YR TRSY BD | $729K | 0.4%Prev: 0.2% | 7,713 SH | Increased+3,856 SH |
| ISHARES TR | CORE MSCI EAFE | $1.2M | 0.6%Prev: 0.4% | 12,211 SH | Increased+2,266 SH |
| ISHARES TR | CORE MSCI TOTAL | $9.0M | 4.3%Prev: 4.7% | 94,206 SH | Decreased-42,970 SH |
| ISHARES TR | CORE S&P TTL STK | $27.7M | 13.4%Prev: 10.4% | 168,335 SH | Increased-5,087 SH |
| ISHARES TR | CORE S&P US GWT | $1.8M | 0.9%Prev: 0.6% | 9,438 SH | Increased+978 SH |
| ISHARES TR | CORE S&P US VLU | $3.5M | 1.7%Prev: 1.3% | 31,393 SH | Increased+515 SH |
| ISHARES TR | CORE S&P500 ETF | $28.7M | 13.9%Prev: 12.4% | 38,317 SH | Increased-6,744 SH |
| ISHARES TR | MSCI ACWI ETF | $3.9M | 1.9%Prev: 1.4% | 24,912 SH | Increased-287 SH |
| ISHARES TR | NATIONAL MUN ETF | $748K | 0.4%Prev: 0.3% | 6,954 SH | Increased-4 SH |
| ISHARES TR | RUS 1000 GRW ETF | $687K | 0.3%Prev: 0.3% | 5,536 SH | Increased+4,005 SH |
| ISHARES TR | S&P 500 VAL ETF | $1.6M | 0.8%Prev: 0.6% | 6,941 SH | Increased-133 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $289K | 0.1% | 4,698 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $712K | 0.3%Prev: 0.3% | 14,087 SH | Decreased |
| JOHNSON & JOHNSON | COM | $598K | 0.3%Prev: 0.2% | 2,353 SH | Increased+139 SH |
| JPMORGAN CHASE & CO | COM | $788K | 0.4% | 2,407 SH | New |
| KKR & CO INC | COM | $337K | 0.2%Prev: 0.2% | 3,668 SH | Decreased+152 SH |
| LAM RESEARCH CORP | COM NEW | $731K | 0.4% | 1,688 SH | New |
| LOCKHEED MARTIN CORP | COM | $502K | 0.2%Prev: 0.2% | 985 SH | Increased+21 SH |
| LYFT INC | CL A COM | $339K | 0.2%Prev: 0.3% | 23,190 SH | Decreased-13,310 SH |
| MASTERCARD INCORPORATED | CL A | $387K | 0.2%Prev: 0.2% | 753 SH | Decreased-204 SH |
| MERCK & CO INC | COM | $363K | 0.2% | 2,825 SH | New |
| META PLATFORMS INC | CL A | $4.5M | 2.2%Prev: 3.1% | 8,013 SH | Decreased-1,537 SH |
| MICRON TECHNOLOGY INC | COM | $264K | 0.1% | 229 SH | New |
| MICROSOFT CORP | COM | $2.1M | 1.0%Prev: 1.0% | 5,745 SH | Decreased+1,241 SH |
| NVIDIA CORPORATION | COM | $2.2M | 1.1%Prev: 0.7% | 11,201 SH | Increased+1,720 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.9M | 0.9%Prev: 1.2% | 16,037 SH | Decreased-4,547 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $696K | 0.3%Prev: 0.3% | 6,900 SH | Increased |
| PROCTER & GAMBLE CO | COM | $244K | 0.1% | 1,661 SH | New |
| RAPPORT THERAPEUTICS INC | COM | $417K | 0.2%Prev: 0.1% | 10,000 SH | Increased |
| SALESFORCE INC | COM | $393K | 0.2%Prev: 0.3% | 2,511 SH | Decreased+80 SH |
| SAMSARA INC | COM CL A | $3.3M | 1.6%Prev: 1.9% | 100,271 SH | Decreased-7,307 SH |
| SCHWAB CHARLES CORP | COM | $394K | 0.2%Prev: 0.2% | 4,274 SH | Increased+56 SH |
| SNOWFLAKE INC | COM SHS | $276K | 0.1% | 1,086 SH | New |
| SPDR GOLD TR | GOLD SHS | $534K | 0.3%Prev: 0.2% | 1,450 SH | Increased-50 SH |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $202K | 0.1% | 4,000 SH | New |
| SPDR SERIES TRUST | ST STR MSCI USAQ | $337K | 0.2% | 1,802 SH | New |
| SPDR SERIES TRUST | ST STR P500ETF | $4.3M | 2.1% | 49,489 SH | New |
| SSGA ACTIVE ETF TR | ST STR UL BD ETF | $404K | 0.2% | 10,000 SH | New |
| SSGA ACTIVE TR | SST BRIDGEWATER | $16.9M | 8.2% | 577,473 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.3M | 2.6% | 7,106 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $751K | 0.4% | 1,573 SH | New |
| UBER TECHNOLOGIES INC | COM | $480K | 0.2%Prev: 0.3% | 6,647 SH | Decreased-1,206 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $744K | 0.4%Prev: 0.1% | 7,392 SH | Increased+4,927 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $5.3M | 2.6%Prev: 2.3% | 61,369 SH | Increased+49,538 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $219K | 0.1% | 2,712 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.8%Prev: 0.6% | 2,560 SH | Increased+275 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.2M | 1.0%Prev: 0.8% | 5,847 SH | Increased+223 SH |
| VANGUARD INDEX FDS | VALUE ETF | $5.7M | 2.8%Prev: 2.0% | 26,206 SH | Increased+649 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $399K | 0.2% | 7,895 SH | New |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $2.2M | 1.1%Prev: 1.5% | 40,682 SH | Decreased-18,624 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $453K | 0.2%Prev: 0.2% | 1,913 SH | Increased-2 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $6.4M | 3.1%Prev: 3.2% | 74,343 SH | Decreased-29,537 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $316K | 0.2%Prev: 0.1% | 2,002 SH | Increased |