| 3M CO | COM | $430K | 0.0%Prev: 0.0% | 2,684 SH | Increased |
| ABBOTT LABS | COM | $7.2M | 0.3%Prev: 0.3% | 57,657 SH | Decreased-1,205 SH |
| ABBVIE INC | COM | $1.6M | 0.1%Prev: 0.1% | 7,211 SH | Increased+630 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $4.1M | 0.1%Prev: 0.2% | 15,173 SH | Decreased-4,102 SH |
| AFLAC INC | COM | $820K | 0.0%Prev: 0.0% | 7,434 SH | Decreased+81 SH |
| AIRBNB INC | COM CL A | $253K | 0.0% | 1,867 SH | New |
| ALPHABET INC | CAP STK CL A | $34.6M | 1.2%Prev: 1.0% | 110,385 SH | Increased-3,142 SH |
| ALPHABET INC | CAP STK CL C | $5.3M | 0.2%Prev: 0.1% | 16,962 SH | Increased+157 SH |
| AMAZON COM INC | COM | $28.9M | 1.0%Prev: 1.0% | 125,196 SH | Increased+952 SH |
| AMERICAN ELEC PWR CO INC | COM | $7.0M | 0.2%Prev: 0.2% | 60,848 SH | Increased-557 SH |
| AMERICAN EXPRESS CO | COM | $361K | 0.0%Prev: 0.0% | 976 SH | Increased+3 SH |
| AMGEN INC | COM | $270K | 0.0% | 825 SH | New |
| APOLLO GLOBAL MGMT INC | COM | $287K | 0.0%Prev: 0.0% | 1,985 SH | Increased |
| APPLE INC | COM | $39.0M | 1.4%Prev: 1.3% | 143,636 SH | Increased-192 SH |
| APPLIED MATLS INC | COM | $1.7M | 0.1%Prev: 0.0% | 6,697 SH | Increased+584 SH |
| AUTODESK INC | COM | $8.7M | 0.3%Prev: 0.3% | 29,427 SH | Decreased+257 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $591K | 0.0%Prev: 0.0% | 2,299 SH | Decreased+24 SH |
| BANK AMERICA CORP | COM | $242K | 0.0%Prev: 0.0% | 4,397 SH | Decreased-6,000 SH |
| BANK MONTREAL QUE | COM | $608K | 0.0%Prev: 0.0% | 4,682 SH | Increased+113 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $13.6M | 0.5%Prev: 0.5% | 18 SH | Decreased-1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $9.6M | 0.3%Prev: 0.2% | 19,050 SH | Increased+6,645 SH |
| BILL HOLDINGS INC | COM | $692K | 0.0%Prev: 0.0% | 12,684 SH | Increased+76 SH |
| BLACKROCK INC | COM | $9.6M | 0.3%Prev: 0.4% | 8,993 SH | Decreased-42 SH |
| BOOKING HOLDINGS INC | COM | $7.3M | 0.3%Prev: 0.3% | 1,370 SH | Decreased-53 SH |
| BROADCOM INC | COM | $12.6M | 0.4%Prev: 0.4% | 36,412 SH | Increased+597 SH |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $556K | 0.0%Prev: 0.0% | 20,289 SH | Increased+930 SH |
| CATERPILLAR INC | COM | $458K | 0.0%Prev: 0.0% | 800 SH | Increased+56 SH |
| CHENIERE ENERGY INC | COM NEW | $4.5M | 0.2%Prev: 0.2% | 23,073 SH | Decreased-635 SH |
| CHEVRON CORP NEW | COM | $9.6M | 0.3%Prev: 0.3% | 62,973 SH | Decreased+240 SH |
| CISCO SYS INC | COM | $987K | 0.0%Prev: 0.0% | 12,819 SH | Increased+1,461 SH |
| CME GROUP INC | COM | $10.2M | 0.4%Prev: 0.4% | 37,260 SH | Decreased-851 SH |
| COCA COLA CO | COM | $455K | 0.0%Prev: 0.0% | 6,514 SH | Increased+118 SH |
| COSTCO WHSL CORP NEW | COM | $3.0M | 0.1%Prev: 0.1% | 3,503 SH | Decreased-204 SH |
| COUPANG INC | CL A | $781K | 0.0% | 33,107 SH | New |
| COURSERA INC | COM | $292K | 0.0%Prev: 0.0% | 39,697 SH | Decreased-10,000 SH |
| DANAHER CORPORATION | COM | $529K | 0.0%Prev: 0.0% | 2,313 SH | Increased+27 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.0M | 0.0%Prev: 0.0% | 25,882 SH | Decreased-841 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.3M | 0.1%Prev: 0.1% | 57,456 SH | Increased-793 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $484K | 0.0%Prev: 0.0% | 8,128 SH | Decreased-524 SH |
| DISNEY WALT CO | COM | $7.1M | 0.2%Prev: 0.3% | 62,803 SH | Decreased-1,795 SH |
| DOORDASH INC | CL A | $10.1M | 0.4%Prev: 0.4% | 44,392 SH | Decreased |
| DOXIMITY INC | CL A | $10.6M | 0.4%Prev: 0.6% | 240,301 SH | Decreased |
| EA SERIES TRUST | JLENS 500 JEWISH | $915K | 0.0%Prev: 0.0% | 31,898 SH | Increased-489 SH |
| EATON CORP PLC | SHS | $5.2M | 0.2%Prev: 0.2% | 16,301 SH | Decreased+45 SH |
| ECOLAB INC | COM | $8.4M | 0.3%Prev: 0.3% | 31,854 SH | Decreased-359 SH |
| ELI LILLY & CO | COM | $9.0M | 0.3%Prev: 0.2% | 8,411 SH | Increased-281 SH |
| ENTERGY CORP NEW | COM | $4.1M | 0.1%Prev: 0.1% | 44,020 SH | Decreased+100 SH |
| EXPENSIFY INC | COM CL A | $31K | 0.0%Prev: 0.0% | 20,314 SH | Decreased |
| EXXON MOBIL CORP | COM | $1.9M | 0.1%Prev: 0.1% | 15,684 SH | Increased+377 SH |
| FASTENAL CO | COM | $226K | 0.0%Prev: 0.0% | 5,640 SH | Decreased+324 SH |
| FIGMA INC | CLASS A COM STK | $1.0M | 0.0% | 26,922 SH | New |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $233K | 0.0%Prev: 0.0% | 1,963 SH | Increased |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $345K | 0.0%Prev: 0.0% | 10,061 SH | Increased |
| GE AEROSPACE | COM NEW | $459K | 0.0%Prev: 0.0% | 1,491 SH | Increased+44 SH |
| GE VERNOVA INC | COM | $239K | 0.0%Prev: 0.0% | 366 SH | Increased-10 SH |
| GOLDMAN SACHS GROUP INC | COM | $358K | 0.0%Prev: 0.0% | 407 SH | Increased+58 SH |
| HERCULES CAPITAL INC | COM | $260K | 0.0%Prev: 0.0% | 13,832 SH | Decreased-2,000 SH |
| HOLOGIC INC | COM | $204K | 0.0% | 2,745 SH | New |
| HOME DEPOT INC | COM | $2.2M | 0.1%Prev: 0.1% | 6,355 SH | Decreased-216 SH |
| HONEYWELL INTL INC | COM | $6.6M | 0.2%Prev: 0.3% | 33,913 SH | Decreased-985 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $809K | 0.0%Prev: 0.0% | 2,732 SH | Increased+203 SH |
| INTUIT | COM | $7.7M | 0.3%Prev: 0.2% | 11,645 SH | Increased+4,067 SH |
| INTUITIVE SURGICAL INC | COM NEW | $599K | 0.0%Prev: 0.0% | 1,057 SH | Increased+30 SH |
| INVESCO EXCH TRADED FD TR II | ESG NASDAQ 100 | $3.0M | 0.1%Prev: 0.1% | 71,840 SH | Decreased-10,892 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $303K | 0.0%Prev: 0.0% | 1,197 SH | Increased+40 SH |
| INVESCO QQQ TR | UNIT SER 1 | $73.9M | 2.6%Prev: 2.8% | 120,248 SH | Decreased-11,480 SH |
| ISHARES GOLD TR | ISHARES NEW | $541K | 0.0%Prev: 0.0% | 6,669 SH | Increased |
| ISHARES INC | CORE MSCI EMKT | $242K | 0.0%Prev: 0.0% | 3,605 SH | Decreased-218 SH |
| ISHARES INC | ESG AWR MSCI EM | $4.8M | 0.2%Prev: 0.2% | 108,348 SH | Decreased-2,107 SH |
| ISHARES TR | CALIF MUN BD ETF | $4.3M | 0.2%Prev: 0.2% | 75,301 SH | Decreased-2,152 SH |
| ISHARES TR | CORE MSCI EAFE | $599K | 0.0%Prev: 0.0% | 6,701 SH | Decreased-171 SH |
| ISHARES TR | CORE S&P MCP ETF | $150.7M | 5.3%Prev: 5.2% | 2,283,286 SH | Increased+23,033 SH |
| ISHARES TR | CORE S&P SCP ETF | $279K | 0.0%Prev: 0.0% | 2,322 SH | Decreased-85 SH |
| ISHARES TR | CORE S&P500 ETF | $51.7M | 1.8%Prev: 1.8% | 75,456 SH | Increased-85 SH |
| ISHARES TR | CORE US AGGBD ET | $70.5M | 2.5%Prev: 2.4% | 706,139 SH | Increased+39,073 SH |
| ISHARES TR | EAFE SML CP ETF | $436K | 0.0%Prev: 0.0% | 5,623 SH | Increased |
| ISHARES TR | ESG AW MSCI EAFE | $12.3M | 0.4%Prev: 0.4% | 129,403 SH | Increased+3,372 SH |
| ISHARES TR | ESG AWARE MSCI | $21.8M | 0.8%Prev: 0.5% | 474,591 SH | Increased+173,086 SH |
| ISHARES TR | ESG AWR MSCI USA | $23.1M | 0.8%Prev: 0.8% | 155,011 SH | Decreased-6,326 SH |
| ISHARES TR | ESG AWR US AGRGT | $8.9M | 0.3%Prev: 0.2% | 185,400 SH | Increased+75,971 SH |
| ISHARES TR | ESG OPTIMIZED | $423K | 0.0%Prev: 0.0% | 3,038 SH | Increased |
| ISHARES TR | JPMORGAN USD EMG | $273K | 0.0%Prev: 0.0% | 2,832 SH | Decreased-146 SH |
| ISHARES TR | MSCI ACWI ETF | $5.9M | 0.2%Prev: 0.2% | 42,046 SH | Increased |
| ISHARES TR | MSCI ACWI EX US | $8.2M | 0.3%Prev: 0.3% | 122,207 SH | Increased+4,955 SH |
| ISHARES TR | MSCI EAFE ETF | $278.2M | 9.7%Prev: 9.3% | 2,897,259 SH | Increased+55,971 SH |
| ISHARES TR | MSCI EMG MKT ETF | $6.6M | 0.2%Prev: 0.2% | 120,533 SH | Decreased-6,470 SH |
| ISHARES TR | NATIONAL MUN ETF | $5.0M | 0.2%Prev: 0.2% | 47,017 SH | Increased-270 SH |
| ISHARES TR | RUS 1000 ETF | $4.7M | 0.2%Prev: 0.2% | 12,591 SH | Decreased-314 SH |
| ISHARES TR | RUS 1000 GRW ETF | $1.2M | 0.0%Prev: 0.0% | 2,630 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $530K | 0.0%Prev: 0.0% | 2,522 SH | Increased |
| ISHARES TR | RUS 2000 GRW ETF | $2.9M | 0.1%Prev: 0.1% | 8,984 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $138.6M | 4.8%Prev: 5.0% | 562,884 SH | Decreased-19,747 SH |
| ISHARES TR | RUSSELL 3000 ETF | $3.8M | 0.1%Prev: 0.1% | 9,722 SH | Increased-80 SH |
| ISHARES TR | S&P 100 ETF | $1.2M | 0.0%Prev: 0.0% | 3,494 SH | Decreased-213 SH |
| ISHARES TR | S&P 500 GRWT ETF | $216K | 0.0%Prev: 0.0% | 1,755 SH | Increased |
| ISHARES TR | SELECT DIVID ETF | $212K | 0.0%Prev: 0.0% | 1,500 SH | Decreased |
| ISHARES TR | SP SMCP600VL ETF | $254K | 0.0%Prev: 0.0% | 2,235 SH | Decreased-489 SH |
| ISHARES TR | U.S. REAL ES ETF | $17.3M | 0.6%Prev: 0.5% | 183,801 SH | Increased+26,150 SH |
| ISHARES TR | ULTRA SHORT DUR | $16.8M | 0.6%Prev: 0.6% | 332,746 SH | Increased+18,185 SH |
| ISHARES TR | US REGNL BKS ETF | $226K | 0.0%Prev: 0.0% | 4,090 SH | Increased |
| ISHARES TR | US TREAS BD ETF | $298K | 0.0%Prev: 0.0% | 12,929 SH | Decreased |
| ISHARES U S ETF TR | SHORT DURATION B | $7.2M | 0.3%Prev: 0.3% | 141,416 SH | Decreased-150 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $1.3M | 0.0%Prev: 0.0% | 25,366 SH | Increased+2,270 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $15.0M | 0.5%Prev: 0.5% | 295,889 SH | Increased+13,260 SH |
| JACOBS SOLUTIONS INC | COM | $271K | 0.0%Prev: 0.0% | 2,044 SH | Decreased |
| JOHNSON & JOHNSON | COM | $10.2M | 0.4%Prev: 0.3% | 49,145 SH | Increased-325 SH |
| JPMORGAN CHASE & CO. | COM | $25.0M | 0.9%Prev: 0.9% | 77,436 SH | Decreased-2,011 SH |
| KKR & CO INC | COM | $304K | 0.0%Prev: 0.0% | 2,381 SH | Decreased |
| LINDE PLC | SHS | $300K | 0.0%Prev: 0.0% | 704 SH | Decreased-39 SH |
| LOWES COS INC | COM | $801K | 0.0%Prev: 0.0% | 3,322 SH | Decreased-19 SH |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | $4.1M | 0.1%Prev: 0.1% | 397,966 SH | Increased+23,175 SH |
| MAPLEBEAR INC | COM | $313K | 0.0%Prev: 0.0% | 6,965 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $799K | 0.0%Prev: 0.0% | 1,400 SH | Increased+79 SH |
| MCDONALDS CORP | COM | $604K | 0.0%Prev: 0.0% | 1,977 SH | Increased+17 SH |
| MERCK & CO INC | COM | $243K | 0.0% | 2,304 SH | New |
| META PLATFORMS INC | CL A | $22.4M | 0.8%Prev: 0.9% | 33,864 SH | Decreased-54 SH |
| MICROSOFT CORP | COM | $32.1M | 1.1%Prev: 1.2% | 66,398 SH | Decreased-438 SH |
| MOODYS CORP | COM | $208K | 0.0% | 408 SH | New |
| NETFLIX INC | COM | $419K | 0.0%Prev: 0.0% | 4,470 SH | Decreased+4,027 SH |
| NEW YORK TIMES CO | CL A | $307K | 0.0%Prev: 0.0% | 4,417 SH | Increased |
| NEWMONT CORP | COM | $5.1M | 0.2%Prev: 0.2% | 50,665 SH | Increased-1,134 SH |
| NEXTERA ENERGY INC | COM | $251K | 0.0%Prev: 0.0% | 3,125 SH | Increased |
| NU HLDGS LTD | ORD SHS CL A | $978K | 0.0%Prev: 0.0% | 58,397 SH | Increased-397 SH |
| NUSHARES ETF TR | NUVEEN ESG INTL | $433K | 0.0%Prev: 0.0% | 11,970 SH | Decreased |
| NVIDIA CORPORATION | COM | $38.2M | 1.3%Prev: 1.6% | 204,579 SH | Decreased-31,794 SH |
| ORACLE CORP | COM | $711K | 0.0%Prev: 0.0% | 3,648 SH | Decreased+815 SH |
| PACS GROUP INC | COM SHS | $642K | 0.0% | 16,724 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.0%Prev: 0.0% | 6,131 SH | Decreased-107 SH |
| PALO ALTO NETWORKS INC | COM | $7.7M | 0.3%Prev: 0.3% | 41,900 SH | Decreased-60 SH |
| PARKER-HANNIFIN CORP | COM | $13.6M | 0.5%Prev: 0.4% | 15,448 SH | Increased-271 SH |
| PEPSICO INC | COM | $451K | 0.0%Prev: 0.0% | 3,145 SH | Decreased-82 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $14.8M | 0.5%Prev: 0.5% | 298,865 SH | Increased+12,797 SH |
| PHILIP MORRIS INTL INC | COM | $298K | 0.0%Prev: 0.0% | 1,855 SH | Increased+63 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $58.1M | 2.0%Prev: 1.7% | 624,484 SH | Increased+92,511 SH |
| PIMCO ETF TR | ENHNCD LW DUR AC | $1.4M | 0.0%Prev: 0.0% | 14,149 SH | Increased+1,112 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $3.5M | 0.1%Prev: 0.1% | 66,418 SH | Increased |
| PROCTER AND GAMBLE CO | COM | $7.6M | 0.3%Prev: 0.3% | 53,202 SH | Decreased+61 SH |
| PROGRESSIVE CORP | COM | $1.8M | 0.1%Prev: 0.1% | 7,989 SH | Decreased+35 SH |
| PROLOGIS INC. | COM | $5.3M | 0.2%Prev: 0.2% | 41,599 SH | Increased+240 SH |
| QUANTA SVCS INC | COM | $5.2M | 0.2%Prev: 0.2% | 12,223 SH | Increased-77 SH |
| RTX CORPORATION | COM | $588K | 0.0%Prev: 0.0% | 3,206 SH | Increased+47 SH |
| S&P GLOBAL INC | COM | $339K | 0.0%Prev: 0.0% | 649 SH | Increased+31 SH |
| SALESFORCE INC | COM | $7.8M | 0.3%Prev: 0.2% | 29,569 SH | Increased-245 SH |
| SCHWAB CHARLES CORP | COM | $585K | 0.0%Prev: 0.0% | 5,853 SH | Increased+105 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $791K | 0.0%Prev: 0.0% | 24,140 SH | Decreased+348 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $990K | 0.0%Prev: 0.0% | 36,395 SH | Increased+11,028 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $252K | 0.0%Prev: 0.0% | 8,010 SH | Increased+451 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.0M | 0.1%Prev: 0.1% | 126,255 SH | Decreased-5,240 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $913K | 0.0%Prev: 0.0% | 20,050 SH | Increased+156 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $4.9M | 0.2%Prev: 0.2% | 201,936 SH | Increased+3,528 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $4.6M | 0.2%Prev: 0.1% | 169,616 SH | Increased+9,799 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $1.9M | 0.1% | 12,233 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.7M | 0.1% | 11,506 SH | New |
| SNOWFLAKE INC | COM SHS | $6.2M | 0.2%Prev: 0.2% | 28,218 SH | Decreased+172 SH |
| SPDR GOLD TR | GOLD SHS | $1.0M | 0.0%Prev: 0.0% | 2,537 SH | Increased-153 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $228.6M | 8.0%Prev: 8.2% | 335,243 SH | Decreased-13,513 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $7.2M | 0.3%Prev: 0.3% | 11,929 SH | Increased-10 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $129.9M | 4.5% | 1,622,773 SH | New |
| STARBUCKS CORP | COM | $229K | 0.0%Prev: 0.0% | 2,725 SH | Increased+25 SH |
| STRYKER CORPORATION | COM | $8.0M | 0.3%Prev: 0.3% | 22,877 SH | Decreased-416 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $369K | 0.0%Prev: 0.0% | 1,215 SH | Increased |
| TARGET CORP | COM | $2.9M | 0.1%Prev: 0.1% | 29,324 SH | Decreased-4,717 SH |
| TESLA INC | COM | $8.1M | 0.3%Prev: 0.3% | 18,111 SH | Decreased-411 SH |
| TEXAS INSTRS INC | COM | $213K | 0.0%Prev: 0.0% | 1,230 SH | Decreased-102 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $294K | 0.0%Prev: 0.0% | 508 SH | Increased+76 SH |
| TJX COS INC NEW | COM | $13.1M | 0.5%Prev: 0.4% | 85,031 SH | Increased-1,626 SH |
| UBER TECHNOLOGIES INC | COM | $484K | 0.0%Prev: 0.0% | 5,921 SH | Decreased-108 SH |
| UNION PAC CORP | COM | $509K | 0.0%Prev: 0.0% | 2,200 SH | Decreased+8 SH |
| UNITED AIRLS HLDGS INC | COM | $226K | 0.0% | 2,019 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $11.0M | 0.4%Prev: 0.4% | 139,595 SH | Increased+2,861 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $548K | 0.0%Prev: 0.0% | 7,396 SH | Decreased-8 SH |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $969K | 0.0%Prev: 0.0% | 9,664 SH | Increased+52 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $2.4M | 0.1%Prev: 0.1% | 7,715 SH | Decreased-223 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $2.5M | 0.1%Prev: 0.1% | 8,497 SH | Decreased-12 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $147.2M | 5.1%Prev: 5.2% | 1,663,150 SH | Decreased+39,960 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $304.5M | 10.6%Prev: 10.7% | 485,490 SH | Decreased-12,534 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $9.3M | 0.3%Prev: 0.3% | 35,875 SH | Increased-407 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $92.5M | 3.2%Prev: 3.2% | 306,241 SH | Increased+525 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.9M | 0.2%Prev: 0.2% | 20,477 SH | Increased-401 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.7M | 0.1%Prev: 0.1% | 22,506 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $168.5M | 5.9%Prev: 6.0% | 3,134,953 SH | Decreased-8,855 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $72.3M | 2.5%Prev: 2.4% | 1,206,289 SH | Increased+77,447 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.1M | 0.0%Prev: 0.0% | 18,223 SH | Increased+515 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $6.1M | 0.2%Prev: 0.2% | 76,186 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.7M | 0.1%Prev: 0.1% | 7,715 SH | Decreased-356 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $231K | 0.0%Prev: 0.0% | 3,057 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.4M | 0.7%Prev: 0.7% | 326,830 SH | Increased-1,090 SH |
| VANGUARD WORLD FD | INF TECH ETF | $370K | 0.0%Prev: 0.0% | 491 SH | Increased+14 SH |
| VEEVA SYS INC | CL A COM | $11.8M | 0.4%Prev: 0.6% | 52,869 SH | Decreased |
| VERISK ANALYTICS INC | COM | $4.6M | 0.2% | 20,345 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $2.3M | 0.1%Prev: 0.1% | 5,176 SH | Decreased-1,550 SH |
| VISA INC | COM CL A | $17.1M | 0.6%Prev: 0.6% | 48,706 SH | Increased+88 SH |
| WASTE MGMT INC DEL | COM | $7.1M | 0.2%Prev: 0.3% | 32,094 SH | Decreased-398 SH |
| WELLS FARGO CO NEW | COM | $490K | 0.0%Prev: 0.0% | 5,258 SH | Increased+261 SH |
| WYNN RESORTS LTD | COM | $6.1M | 0.2%Prev: 0.2% | 50,446 SH | Decreased-839 SH |
| ZOOM COMMUNICATIONS INC | CL A | $10.2M | 0.4%Prev: 0.4% | 117,864 SH | Decreased-12,458 SH |