Quick one — Apple's pop after yesterday's earnings just took your AAPL position to 31% of your taxable account. We agreed on 25% as the concentration ceiling. Worth trimming this week.

Trim 10% of the position. Mostly long-term gains since you've held these 3+ years — tax cost on a ~$40k trim is roughly $4,800. Reinvest into the rebalance buckets we already have lined up.

On it. Trade confirms by end of day.