ABBOTT LABORATORIES COM 002824100 321395 3252 SH SOLE 0 0 3252 ABBVIE INC COM 00287Y109 490481 1875 SH SOLE 0 0 1875 ADVANCED MICRO DEVICES INC COM 007903107 383574 627 SH SOLE 0 0 627 ALPHABET INC CAP STK CL A 02079K305 761449 2213 SH SOLE 0 0 2213 ALPHABET INC CAP STK CL C 02079K107 6162964 18087 SH SOLE 0 0 18087 ALTRIA GROUP INC COM 02209S103 222974 3311 SH SOLE 0 0 3311 AMAZON COM INC COM 023135106 1367584 5489 SH SOLE 0 0 5489 AMERICAN EXPRESS CO COM 025816109 2682466 8821 SH SOLE 0 0 8821 ANALOG DEVICES INC COM 032654105 3942107 9937 SH SOLE 0 0 9937 APPLE INC COM 037833100 9310622 27958 SH SOLE 0 0 27958 ARISTA NETWORKS INC COM SHS 040413205 6584508 32342 SH SOLE 0 0 32342 ARMSTRONG WORLD INDS INC NEW COM 04247X102 2517688 15548 SH SOLE 0 0 15548 BERKSHIRE HATHAWAY INC DEL CL A 084670108 10458070 14 SH SOLE 0 0 14 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 27978815 56188 SH SOLE 0 0 56188 BOEING CO COM 097023105 285354 1534 SH SOLE 0 0 1534 BONDBLOXX ETF TRUST BLOOMBERG TEN YR 09789C812 4355293 102768 SH SOLE 0 0 102768 BOOKING HOLDINGS INC COM 09857L108 2180387 13384 SH SOLE 0 0 13384 BROADCOM INC COM 11135F101 1044439 2974 SH SOLE 0 0 2974 CAPITAL GROUP INTL FOCUS EQT SHS CREAT UNIT 14019W109 24544115 715781 SH SOLE 0 0 715781 CAPITAL GRP FIXED INCM ETF T MUN HIGH ETF 14020Y805 17596911 731072 SH SOLE 0 0 731072 CATERPILLAR INC COM 149123101 353504 436 SH SOLE 0 0 436 CHARLES SCHWAB CORP (THE) COM 808513105 2043939 20912 SH SOLE 0 0 20912 CHEVRON CORPORATION COM 166764100 3715647 18195 SH SOLE 0 0 18195 COCA COLA CO COM 191216100 862650 10021 SH SOLE 0 0 10021 COSTCO WHOLESALE CORPORATION COM 22160K105 347750 382 SH SOLE 0 0 382 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 19771334 466305 SH SOLE 0 0 466305 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 2451050 43878 SH SOLE 0 0 43878 DOLLAR GEN CORP COM 256677105 289623 2422 SH SOLE 0 0 2422 DUKE ENERGY CORP NEW COM NEW 26441C204 202140 1773 SH SOLE 0 0 1773 EA SERIES TRUST ALPHA ARCHITECT 02072L516 18631160 205755 SH SOLE 0 0 205755 ELI LILLY & CO COM 532457108 556555 481 SH SOLE 0 0 481 EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 710640 4366 SH SOLE 0 0 4366 FIDELITY COVINGTON TRUST ENH MID COR ETF 31609A503 9151517 226635 SH SOLE 0 0 226635 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 7793121 179980 SH SOLE 0 0 179980 FIDELITY WISE ORIGIN BITCOIN SHS 315948109 1044055 14373 SH SOLE 0 0 14373 FORTINET INC COM 34959E109 306752 1716 SH SOLE 0 0 1716 GE AEROSPACE COM NEW 369604301 276064 884 SH SOLE 0 0 884 GE VERNOVA INC COM 36828A101 206256 217 SH SOLE 0 0 217 HUNTINGTON BANCSHARES INC COM 446150104 356489 23361 SH SOLE 0 0 23361 INTEL CORP COM 458140100 229404 1908 SH SOLE 0 0 1908 INTERNATIONAL BUSINESS MACHS COM 459200101 265263 1206 SH SOLE 0 0 1206 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 756777 3638 SH SOLE 0 0 3638 INVESCO QQQ TR UNIT SER 1 46090E103 1948042 2633 SH SOLE 0 0 2633 ISHARES TR CORE S&P SCP ETF 464287804 343501 2525 SH SOLE 0 0 2525 ISHARES TR CORE S&P500 ETF 464287200 1479003 1931 SH SOLE 0 0 1931 ISHARES TR S&P 500 GRWT ETF 464287309 242044 1701 SH SOLE 0 0 1701 ISHARES TR RUS 1000 GRW ETF 464287614 263422 2103 SH SOLE 0 0 2103 ISHARES TR SELECT US REIT 464287564 1169979 18601 SH SOLE 0 0 18601 ISHARES TR EAFE GRWTH ETF 464288885 1845008 15397 SH SOLE 0 0 15397 ISHARES TR 10-20 YR TRS ETF 464288653 6546466 71026 SH SOLE 0 0 71026 JOHNSON & JOHNSON COM 478160104 720093 2720 SH SOLE 0 0 2720 JPMORGAN CHASE & CO COM 46625H100 453237 1370 SH SOLE 0 0 1370 L3HARRIS TECHNOLOGIES INC COM 502431109 236543 999 SH SOLE 0 0 999 MARVELL TECHNOLOGY INC COM 573874104 311934 1181 SH SOLE 0 0 1181 MCDONALDS CORP COM 580135101 296263 1283 SH SOLE 0 0 1283 MERCK & CO INC COM 58933Y105 721284 4964 SH SOLE 0 0 4964 META PLATFORMS INC CL A 30303M102 697623 962 SH SOLE 0 0 962 MICRON TECHNOLOGY INC COM 595112103 1604056 1506 SH SOLE 0 0 1506 MICROSOFT CORP COM 594918104 4682323 9129 SH SOLE 0 0 9129 MOELIS & CO CL A 60786M105 413626 7191 SH SOLE 0 0 7191 NVIDIA CORPORATION COM 67066G104 6176309 27044 SH SOLE 0 0 27044 NVR INC COM 62944T105 627748 102 SH SOLE 0 0 102 ORACLE CORP COM 68389X105 271854 1980 SH SOLE 0 0 1980 PALANTIR TECHNOLOGIES INC CL A 69608A108 256820 1373 SH SOLE 0 0 1373 PFIZER INC COM 717081103 300715 10544 SH SOLE 0 0 10544 PHILIP MORRIS INTL INC COM 718172109 595312 3120 SH SOLE 0 0 3120 PIMCO ETF TR ACTIVE BD ETF 72201R775 1172886 13483 SH SOLE 0 0 13483 PIMCO ETF TR MULTISECTOR BD 72201R585 12117158 477241 SH SOLE 0 0 477241 PROGRESSIVE CORP COM 743315103 728280 3513 SH SOLE 0 0 3513 ROPER TECHNOLOGIES INC COM 776696106 243539 697 SH SOLE 0 0 697 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 738721 12658 SH SOLE 0 0 12658 RTX CORPORATION COM 75513E101 258054 1390 SH SOLE 0 0 1390 SALESFORCE INC COM 79466L302 302573 1318 SH SOLE 0 0 1318 SCHWAB STRATEGIC TR US REIT ETF 808524847 347681 15775 SH SOLE 0 0 15775 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 563387 17319 SH SOLE 0 0 17319 SCHWAB STRATEGIC TR FUND EM EQUI ETF 808524730 398100 9508 SH SOLE 0 0 9508 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 62933595 1170858 SH SOLE 0 0 1170858 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 19573851 621984 SH SOLE 0 0 621984 SOMNIGROUP INTERNATIONAL INC COM 88023U101 973139 15668 SH SOLE 0 0 15668 SPDR SERIES TRUST ST STR SP DIV 78464A763 234368 1600 SH SOLE 0 0 1600 SPDR SERIES TRUST ST LON TREAS ETF 78464A664 12987064 544531 SH SOLE 0 0 544531 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 1980179 2597 SH SOLE 0 0 2597 TESLA INC COM 88160R101 678397 1912 SH SOLE 0 0 1912 UBER TECHNOLOGIES INC COM 90353T100 288564 4212 SH SOLE 0 0 4212 UNITEDHEALTH GROUP INC COM 91324P102 324499 884 SH SOLE 0 0 884 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 921932869 325565 2383 SH SOLE 0 0 2383 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 238663 2233 SH SOLE 0 0 2233 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 9058556 12925 SH SOLE 0 0 12925 VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 1857653 23689 SH SOLE 0 0 23689 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 506961 5656 SH SOLE 0 0 5656 VANGUARD INDEX FDS MRNGSTR GRWT ETF 922908736 52249371 579840 SH SOLE 0 0 579840 VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 720348 1925 SH SOLE 0 0 1925 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 981398 17050 SH SOLE 0 0 17050 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 16587666 330827 SH SOLE 0 0 330827 VISA INC COM CL A 92826C839 266358 741 SH SOLE 0 0 741 WALMART INC COM 931142103 322568 3104 SH SOLE 0 0 3104 WILLIAMS SONOMA INC COM 969904101 241616 1060 SH SOLE 0 0 1060 WORKDAY INC CL A 98138H101 370826 1947 SH SOLE 0 0 1947