| VOO Vanguard S&P 500 ETF | 42.55% | 8,148,052 | $4.4B | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 21.90% | 34,166,307 | $2.3B | Add +10.0% |
| AGG iShares Core U.S. Aggregate | 11.49% | 12,235,073 | $1.2B | Add +6.9% |
| IJH iShares Core S&P Midcap ETF | 6.48% | 10,726,481 | $668.4M | Add +1.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 4.97% | 10,728,367 | $512.5M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 3.06% | 2,740,701 | $315.8M | Add +3.8% |
| ESGU iShares ESG Aware MSCI USA | 2.89% | 2,311,775 | $297.8M | Add +0.0% |
| ESGD iShares Trust iShares ESG Aw | 1.10% | 1,496,050 | $113.9M | Add +11.7% |
| BITO Proshares Bitcoin ETF-Usd | 0.70% | 3,159,115 | $72.0M | Add +2.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.45% | 508,855 | $46.5M | Add +1.4% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 421,184 | $46.4M | Add +1.2% |
| ICSH iShares Ultra Short Duration | 0.45% | 919,480 | $46.4M | Add +1.8% |
| JPST JPMorgan Ultra-Short Income | 0.45% | 916,755 | $46.2M | Add +1.9% |
| GBIL Goldman Sachs Access Treasur | 0.45% | 462,099 | $46.2M | Add +1.0% |
| SUSA iShares ESG Optimized MSCI U | 0.44% | 372,814 | $45.3M | Add +0.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.39% | 1,196,670 | $40.0M | Add +5.5% |
| GOVT iShares US Treasury Bond ETF | 0.28% | 1,237,608 | $28.4M | Add +6.3% |
| MBB iShares MBS ETF | 0.26% | 288,507 | $26.4M | Add +6.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.23% | 1,043,727 | $23.7M | Add +7.2% |
| ESML iShares ESG Aware MSCI USA S | 0.21% | 517,258 | $21.8M | Add +2.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.16% | 206,815 | $17.0M | Add +6.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.16% | 680,709 | $16.8M | Add +6.6% |
| NVDA Nvidia Corp. | 0.10% | 75,620 | $10.2M | Add +12.5% |
| TSLA Tesla Inc. | 0.07% | 18,836 | $7.6M | Add +15.1% |
| AAPL Apple Inc. | 0.05% | 21,681 | $5.4M | Add +12.7% |
| AMZN Amazon.com Inc. | 0.04% | 20,593 | $4.5M | Add +14.0% |
| MSFT Microsoft Corp. | 0.03% | 6,669 | $2.8M | Add +17.9% |
| META Meta Platforms Inc. Class A | 0.01% | 2,369 | $1.4M | Add +9.0% |
| XLK SS Technology Select Sector | 0.01% | 5,939 | $1.4M | Add +31.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 2,888 | $1.3M | Add +11.5% |
| GOOG Alphabet Inc. Class C | 0.01% | 5,783 | $1.1M | Add +9.7% |
| COST Costco Wholesale Corp. | 0.01% | 1,075 | $985K | Add +10.0% |
| AMD Advanced Micro Devices | 0.01% | 7,697 | $930K | Add +35.6% |
| LLY Eli Lilly & Co. | 0.01% | 1,132 | $874K | Add +26.6% |
| AVGO Broadcom Inc. | 0.01% | 3,366 | $780K | Add +31.0% |
| GOOGL Alphabet Inc. Class A | 0.01% | 4,012 | $759K | Add +4.8% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 13,013 | $749K | Add +54.8% |
| WMT Walmart Inc. | 0.01% | 7,469 | $675K | Add +4.7% |
| XOM Exxon Mobil Corp. | 0.01% | 5,391 | $580K | Add +44.3% |
| NFLX Netflix Inc. | 0.01% | 583 | $520K | Add +3.9% |
| KO The Coca-Cola Co. | 0.00% | 7,484 | $466K | Add +18.6% |
| HD Home Depot Inc. | 0.00% | 1,170 | $455K | Add +26.8% |
| XLE SS Energy Select Sector | 0.00% | 5,298 | $454K | Add +72.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 3,826 | $426K | Add +2.6% |
| INTC Intel Corp. | 0.00% | 20,915 | $419K | Add +56.4% |
| BLK BlackRock Inc. | 0.00% | 378 | $387K | Add +10.8% |
| CVX Chevron Corp. | 0.00% | 2,635 | $382K | Add +44.1% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 2,095 | $349K | Add +57.2% |
| JPM JPMorgan Chase & Co. | 0.00% | 1,447 | $347K | Add +5.4% |
| GEV GE Vernova Inc. | 0.00% | 1,051 | $346K | New |
| LMT Lockheed Martin Corp. | 0.00% | 705 | $343K | Add +34.8% |
| BA The Boeing Co. | 0.00% | 1,764 | $312K | Add +30.4% |
| MCD McDonald's Corp. | 0.00% | 1,066 | $309K | Add +26.9% |
| SBUX Starbucks Corp. | 0.00% | 3,380 | $308K | Add +24.2% |
| XLV SS Health Care Select Sector | 0.00% | 2,213 | $304K | Add +33.5% |
| V Visa Inc. Class A | 0.00% | 919 | $290K | Add +5.9% |
| CAT Caterpillar Inc. | 0.00% | 797 | $289K | Add +33.3% |
| XLF SS Financial Select Sector | 0.00% | 5,934 | $287K | New |
| ORCL Oracle Corp. | 0.00% | 1,659 | $276K | Add +32.0% |
| NKE Nike Inc. Class B | 0.00% | 3,477 | $263K | Add +30.0% |
| UNH Unitedhealth Group Inc. | 0.00% | 468 | $237K | Add +31.5% |
| CRM Salesforce Inc. | 0.00% | 680 | $227K | New |
| PFE Pfizer Inc. | 0.00% | 8,523 | $226K | New |
| AXP American Express Co. | 0.00% | 759 | $225K | Add +1.2% |
| T AT&T Inc. | 0.00% | 9,532 | $217K | New |
| PLD Prologis Inc. | 0.00% | 1,985 | $210K | New |
| SPGI S&P Global Inc. | 0.00% | 412 | $205K | New |
| UPS United Parcel Service Class B | 0.00% | 1,629 | $205K | New |
| AMT American Tower Corp. | 0.00% | 1,112 | $204K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.00% | 909 | $200K | New |