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Position
Weight in the portfolio
Apple Inc
Amazon.com Inc
American Express Company
Vanguard Long-Term Bond Index Fund ETF Shares
Vanguard Total Bond Market Index Fund ETF Shares
Vanguard Total International Bond Index Fund ETF Shares
Berkshire Hathaway Inc
Carrier Global Corp
Costco Wholesale Corp
CVS Health Corp
Datadog Inc
Ford Motor Company
Franklin FTSE South Korea ETF
FIDELITY ZERO LARGE CAP INDEX FUND
Fidelity Total Market Index Fund
FIDELITY TOTAL INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS
Alphabet Inc Class A
The Home Depot Inc
Honda Motor Co Ltd ADR
H&R Block Inc
VanEck High Yield Muni ETF
iShares Global Clean Energy ETF
iShares International Select Dividend ETF
Iron Mountain Incorporated
Johnson & Johnson
Global X Lithium & Battery Tech ETF
Lowe's Companies Inc
Microsoft Corporation
Fidelity® Nasdaq Composite Index® ETF
PARNASSUS MID CAP FUND INVESTOR SHARES
Invesco NASDAQ Next Gen 100 ETF
Invesco NASDAQ 100 ETF
Rio Tinto ADR
Sprouts Farmers Market LLC
VanEck Semiconductor ETF
SPDR Portfolio High Yield Bond
AT&T Inc.
Target Corporation
Visa Inc. Class A
Vanguard Small-Cap Growth Index Fund ETF Shares
Vanguard Small-Cap Value Index Fund ETF Shares
VANGUARD EQUITY INCOME FUND ADMIRAL SHARES
VANGUARD GROWTH INDEX FUND ADMIRAL SHARES
VALIC Company I U.S. Socially Responsible Fund
Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares
Vanguard Value Index Fund ETF Shares
Vanguard Emerging Markets Government Bond Index Fund ETF Shares
Waste Management Inc
Financial Select Sector SPDR® Fund
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