| ABBVIE INC | COM | $392K | 0.1%Prev: 0.2% | 1,715 SH | Decreased-434 SH |
| ADVANCED MICRO DEVICES INC | COM | $274K | 0.1%Prev: 0.1% | 1,279 SH | Increased-90 SH |
| ALPHABET INC | CAP STK CL A | $1.5M | 0.5%Prev: 0.4% | 4,904 SH | Increased-543 SH |
| ALPHABET INC | CAP STK CL C | $4.0M | 1.3%Prev: 0.9% | 12,899 SH | Increased+1,740 SH |
| AMAZON COM INC | COM | $3.1M | 1.0%Prev: 0.9% | 13,641 SH | Increased+135 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $526K | 0.2%Prev: 0.2% | 5,159 SH | Increased |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.5%Prev: 0.4% | 4,058 SH | Increased+322 SH |
| AMPHENOL CORP NEW | CL A | $216K | 0.1%Prev: 0.1% | 1,596 SH | Decreased-845 SH |
| APPLE INC | COM | $9.1M | 2.9%Prev: 2.8% | 33,560 SH | Increased-1,113 SH |
| APPLIED MATLS INC | COM | $437K | 0.1%Prev: 0.1% | 1,702 SH | Increased-244 SH |
| AT&T INC | COM | $213K | 0.1%Prev: 0.1% | 8,577 SH | Decreased-75 SH |
| ATLASCLEAR HOLDINGS INC | COM SHS | $5K | 0.0%Prev: 0.0% | 20,000 SH | Decreased |
| BANK AMERICA CORP | COM | $1.4M | 0.4%Prev: 0.3% | 24,771 SH | Increased+3,372 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.6%Prev: 0.6% | 4,044 SH | Increased+335 SH |
| BOEING CO | COM | $266K | 0.1%Prev: 0.2% | 1,227 SH | Decreased-981 SH |
| BROADCOM INC | COM | $1.8M | 0.6%Prev: 0.6% | 5,284 SH | Increased-62 SH |
| CADENCE DESIGN SYSTEM INC | COM | $233K | 0.1%Prev: 0.1% | 746 SH | Decreased-127 SH |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $285K | 0.1% | 8,000 SH | New |
| CAPITAL ONE FINL CORP | COM | $1.7M | 0.5%Prev: 0.4% | 7,025 SH | Increased+746 SH |
| CARNIVAL CORP | UNIT 99/99/9999 | $268K | 0.1%Prev: 0.1% | 8,776 SH | Increased-23 SH |
| CHEVRON CORP NEW | COM | $692K | 0.2%Prev: 0.2% | 4,539 SH | Decreased-259 SH |
| CHIPOTLE MEXICAN GRILL INC | COM | $650K | 0.2%Prev: 0.2% | 17,560 SH | Increased+2,145 SH |
| CISCO SYS INC | COM | $319K | 0.1%Prev: 0.1% | 4,140 SH | Increased-118 SH |
| CITIGROUP INC | COM NEW | $340K | 0.1%Prev: 0.1% | 2,916 SH | Increased+282 SH |
| CONSTELLATION BRANDS INC | CL A | $1.1M | 0.3%Prev: 0.3% | 8,042 SH | Increased+1,358 SH |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.4%Prev: 0.4% | 1,415 SH | Decreased+8 SH |
| CROWDSTRIKE HLDGS INC | CL A | $235K | 0.1%Prev: 0.1% | 502 SH | Decreased-102 SH |
| CVB FINL CORP | COM | $198K | 0.1%Prev: 0.1% | 10,619 SH | Decreased |
| DISNEY WALT CO | COM | $1.6M | 0.5%Prev: 0.4% | 13,682 SH | Increased+1,646 SH |
| ELI LILLY & CO | COM | $530K | 0.2%Prev: 0.1% | 493 SH | Increased-72 SH |
| EXXON MOBIL CORP | COM | $415K | 0.1%Prev: 0.1% | 3,447 SH | Decreased-653 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $306K | 0.1% | 4,400 SH | New |
| FIRST TR EXCHANGE-TRADED FD | SHS | $521K | 0.2%Prev: 0.1% | 11,542 SH | Increased+6,249 SH |
| GE AEROSPACE | COM NEW | $282K | 0.1%Prev: 0.1% | 917 SH | Decreased-61 SH |
| GE VERNOVA INC | COM | $320K | 0.1%Prev: 0.1% | 489 SH | Increased+42 SH |
| HOME DEPOT INC | COM | $229K | 0.1%Prev: 0.1% | 664 SH | Decreased-76 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $521K | 0.2%Prev: 0.2% | 1,760 SH | Decreased-268 SH |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $53.3M | 16.7%Prev: 16.9% | 210,801 SH | Decreased-4,992 SH |
| INVESCO QQQ TR | UNIT SER 1 | $357K | 0.1%Prev: 0.1% | 581 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $238K | 0.1%Prev: 0.1% | 4,801 SH | Decreased+163 SH |
| ISHARES GOLD TR | ISHARES NEW | $282K | 0.1%Prev: 0.1% | 3,479 SH | Increased-39 SH |
| ISHARES TR | CORE DIV GRWTH | $556K | 0.2%Prev: 0.2% | 8,012 SH | Increased-1 SH |
| ISHARES TR | GLOBAL 100 ETF | $5.2M | 1.6%Prev: 1.4% | 40,903 SH | Increased+3,519 SH |
| ISHARES TR | RUS TP200 GR ETF | $2.7M | 0.8%Prev: 0.9% | 9,759 SH | Increased-47 SH |
| JOHNSON & JOHNSON | COM | $254K | 0.1%Prev: 0.1% | 1,227 SH | Increased-129 SH |
| JPMORGAN CHASE & CO. | COM | $1.3M | 0.4%Prev: 0.5% | 4,102 SH | Decreased-520 SH |
| KLA CORP | COM NEW | $2.0M | 0.6%Prev: 0.5% | 1,624 SH | Increased+77 SH |
| LAM RESEARCH CORP | COM NEW | $567K | 0.2%Prev: 0.1% | 3,313 SH | Increased+128 SH |
| LOWES COS INC | COM | $2.5M | 0.8%Prev: 0.8% | 10,346 SH | Increased+706 SH |
| LULULEMON ATHLETICA INC | COM | $989K | 0.3%Prev: 0.2% | 4,760 SH | Increased+909 SH |
| MASTERCARD INCORPORATED | CL A | $995K | 0.3%Prev: 0.3% | 1,742 SH | Increased+81 SH |
| MCKESSON CORP | COM | $202K | 0.1%Prev: 0.1% | 246 SH | Decreased-90 SH |
| MERCK & CO INC | COM | $292K | 0.1%Prev: 0.1% | 2,778 SH | Increased-283 SH |
| META PLATFORMS INC | CL A | $3.9M | 1.2%Prev: 1.3% | 5,882 SH | Decreased+214 SH |
| MICRON TECHNOLOGY INC | COM | $343K | 0.1%Prev: 0.1% | 1,203 SH | Increased-139 SH |
| MICROSOFT CORP | COM | $5.5M | 1.7%Prev: 1.8% | 11,377 SH | Decreased+314 SH |
| NETFLIX INC | COM | $454K | 0.1%Prev: 0.3% | 4,844 SH | Decreased+4,172 SH |
| NIKE INC | CL B | $672K | 0.2%Prev: 0.2% | 10,554 SH | Increased+1,419 SH |
| NVIDIA CORPORATION | COM | $6.2M | 1.9%Prev: 2.0% | 33,418 SH | Decreased-710 SH |
| ORACLE CORP | COM | $578K | 0.2%Prev: 0.3% | 2,967 SH | Decreased-543 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $664K | 0.2%Prev: 0.2% | 3,738 SH | Increased+158 SH |
| PALO ALTO NETWORKS INC | COM | $370K | 0.1%Prev: 0.1% | 2,006 SH | Decreased+93 SH |
| PROCTER AND GAMBLE CO | COM | $449K | 0.1%Prev: 0.2% | 3,131 SH | Decreased-225 SH |
| SCHWAB CHARLES CORP | COM | $1.7M | 0.5%Prev: 0.4% | 16,607 SH | Increased+2,600 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $216K | 0.1%Prev: 0.1% | 9,259 SH | Increased+41 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $48.8M | 15.3%Prev: 15.3% | 1,779,778 SH | Increased+11,531 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $450K | 0.1%Prev: 0.1% | 14,980 SH | Increased+7 SH |
| SCHWAB STRATEGIC TR | US REIT ETF | $365K | 0.1%Prev: 0.1% | 17,493 SH | Decreased-777 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $2.1M | 0.6%Prev: 0.6% | 72,325 SH | Increased-348 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $202K | 0.1% | 1,404 SH | New |
| SPDR GOLD TR | GOLD SHS | $268K | 0.1%Prev: 0.1% | 677 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $214K | 0.1%Prev: 0.1% | 313 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $1.2M | 0.4% | 14,484 SH | New |
| SYNOPSYS INC | COM | $213K | 0.1%Prev: 0.1% | 453 SH | Decreased-77 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $297K | 0.1%Prev: 0.1% | 976 SH | Increased+59 SH |
| TESLA INC | COM | $1.4M | 0.4%Prev: 0.5% | 3,076 SH | Decreased-242 SH |
| UBER TECHNOLOGIES INC | COM | $1.1M | 0.3%Prev: 0.4% | 12,889 SH | Decreased+973 SH |
| UMB FINL CORP | COM | $576K | 0.2%Prev: 0.2% | 5,007 SH | Decreased+1 SH |
| UNITEDHEALTH GROUP INC | COM | $204K | 0.1%Prev: 0.1% | 617 SH | Decreased-141 SH |
| VALERO ENERGY CORP | COM | $226K | 0.1%Prev: 0.1% | 1,386 SH | Decreased+8 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $463K | 0.1%Prev: 0.1% | 4,474 SH | Increased+1,712 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $16.2M | 5.1%Prev: 5.0% | 218,253 SH | Increased+5,870 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $13.5M | 4.2%Prev: 4.3% | 46,574 SH | Decreased+482 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $23.0M | 7.2%Prev: 7.5% | 259,514 SH | Decreased+364 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $606K | 0.2%Prev: 0.2% | 966 SH | Decreased-75 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $33.4M | 10.4%Prev: 10.4% | 129,440 SH | Increased-144 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.3M | 0.7%Prev: 0.7% | 6,925 SH | Increased-59 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $21.5M | 6.7%Prev: 6.7% | 433,770 SH | Increased+13,487 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $17.4M | 5.4%Prev: 5.4% | 218,538 SH | Increased+4,921 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $242K | 0.1% | 1,102 SH | New |
| VISA INC | COM CL A | $1.2M | 0.4%Prev: 0.4% | 3,347 SH | Decreased-142 SH |
| WALMART INC | COM | $611K | 0.2%Prev: 0.2% | 5,482 SH | Increased-119 SH |
| WASTE MGMT INC DEL | COM | $422K | 0.1% | 1,919 SH | New |
| WELLS FARGO CO NEW | COM | $243K | 0.1%Prev: 0.1% | 2,604 SH | Decreased-749 SH |