| AAPL Apple Inc. | 5.25% | 87,287 | $23.7M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.37% | 40,491 | $19.8M | Add +6.5% |
| MSFT Microsoft Corp. | 3.82% | 35,652 | $17.2M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.79% | 25,092 | $17.1M | Add +3.2% |
| EFA iShares MSCI Eafe ETF | 3.76% | 176,664 | $17.0M | Add +12.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.31% | 58,035 | $15.0M | Add +11.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.86% | 44,496 | $12.9M | Add +8.4% |
| GOOGL Alphabet Inc. Class A | 2.28% | 32,844 | $10.3M | Add +0.5% |
| CAT Caterpillar Inc. | 2.25% | 17,753 | $10.2M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.19% | 42,922 | $9.9M | Add +0.4% |
| EEM iShares MSCI Emerging Market | 2.13% | 176,230 | $9.6M | Add +20.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.68% | 39,721 | $7.6M | Add +14.2% |
| SDY SS SPDR S&P Dividend ETF | 1.56% | 50,770 | $7.1M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.53% | 10,496 | $6.9M | Add +9.7% |
| SGOV iShares 0-3 Month Treasury B | 1.48% | 66,450 | $6.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.39% | 18,740 | $6.3M | Add +32.8% |
| WMT Walmart Inc. | 1.34% | 54,480 | $6.1M | Add +1.5% |
| IWV iShares Russell 3000 ETF | 1.31% | 15,294 | $5.9M | No change |
| GLD SPDR Gold Shares | 1.27% | 14,498 | $5.7M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 1.24% | 17,397 | $5.6M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 1.19% | 44,677 | $5.4M | Add +0.1% |
| JNJ Johnson & Johnson | 1.17% | 25,546 | $5.3M | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.17% | 204,284 | $5.3M | No change |
| HD Home Depot Inc. | 1.14% | 15,003 | $5.2M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 1.05% | 23,966 | $4.8M | Reduce -1.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.04% | 56,970 | $4.7M | Add +36.4% |
| V Visa Inc. Class A | 1.02% | 13,116 | $4.6M | Reduce -1.3% |
| DGRW Wisdomtree U.S. Quality Divi | 1.00% | 50,445 | $4.5M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.97% | 4,080 | $4.4M | Reduce -6.2% |
| GDX Vaneck Gold Miners ETF | 0.90% | 47,364 | $4.1M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 0.88% | 47,414 | $4.0M | Add +35.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.84% | 123,171 | $3.8M | Add +7.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 11,517 | $3.4M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.75% | 3,918 | $3.4M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.69% | 21,872 | $3.1M | Reduce -0.4% |
| ACWI iShares MSCI Acwi ETF | 0.67% | 21,540 | $3.0M | Add +0.7% |
| ABBV Abbvie Inc. | 0.64% | 12,730 | $2.9M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.63% | 4,924 | $2.9M | Reduce -1.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.63% | 30,085 | $2.8M | Reduce -1.8% |
| WM Waste Management Inc. | 0.60% | 12,385 | $2.7M | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.60% | 25,849 | $2.7M | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.58% | 49,894 | $2.6M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.58% | 26,264 | $2.6M | Add +19.2% |
| VOO Vanguard S&P 500 ETF | 0.51% | 3,707 | $2.3M | Reduce -2.6% |
| CB Chubb Ltd. | 0.51% | 7,422 | $2.3M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 42,556 | $2.3M | Add +1.3% |
| ABT Abbott Laboratories | 0.50% | 17,906 | $2.2M | Add +2.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 14,450 | $2.2M | Add +0.7% |
| PEP Pepsico Inc. | 0.49% | 15,379 | $2.2M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 3,526 | $2.2M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.48% | 7,028 | $2.2M | No change |
| IDXX Idexx Laboratories Inc. | 0.48% | 3,177 | $2.1M | Reduce -2.2% |
| BTC Grayscale Bitcoin Mini ETF | 0.43% | 50,461 | $2.0M | Add +34.5% |
| ADP Automatic Data Processing | 0.43% | 7,587 | $2.0M | No change |
| RTX RTX Corp. | 0.43% | 10,633 | $2.0M | Reduce -5.5% |
| VEA Vanguard Ftse Developed ETF | 0.43% | 31,000 | $1.9M | No change |
| ETH Grayscale Ethereum Staking M | 0.41% | 65,997 | $1.9M | Add +40.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.41% | 23,187 | $1.8M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.39% | 5,804 | $1.8M | Add +1.1% |
| AEM Agnico Eagle Mines Ltd. | 0.38% | 10,077 | $1.7M | Reduce -14.1% |
| BLK BlackRock Inc. | 0.38% | 1,583 | $1.7M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 3,347 | $1.7M | Reduce -5.6% |
| JPST JPMorgan Ultra-Short Income | 0.37% | 32,915 | $1.7M | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.36% | 8,786 | $1.6M | Reduce -14.2% |
| RKLB Rocket Lab Corp. | 0.35% | 22,818 | $1.6M | Reduce -2.6% |
| VTIP Vanguard Short-Term Tips | 0.35% | 31,566 | $1.6M | Add +1.4% |
| PXF Invesco Rafi Developed Marke | 0.34% | 23,406 | $1.5M | No change |
| GOOG Alphabet Inc. Class C | 0.34% | 4,877 | $1.5M | Reduce -5.2% |
| AVGO Broadcom Inc. | 0.33% | 4,348 | $1.5M | Add +11.3% |
| ITW Illinois Tool Works | 0.33% | 6,098 | $1.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 6,735 | $1.5M | Reduce -1.3% |
| CVX Chevron Corp. | 0.32% | 9,609 | $1.5M | Reduce -2.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 19,609 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.31% | 5,278 | $1.4M | Reduce -12.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.31% | 15,639 | $1.4M | No change |
| ORCL Oracle Corp. | 0.30% | 6,968 | $1.4M | Add +1.3% |
| BSV Vanguard Short-Term Bond ETF | 0.30% | 17,156 | $1.4M | Reduce -4.3% |
| GEV GE Vernova Inc. | 0.29% | 1,980 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.27% | 15,559 | $1.2M | No change |
| UNP Union Pacific Corp. | 0.26% | 5,080 | $1.2M | Add +5.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.26% | 15,412 | $1.2M | Add +11.5% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 6,008 | $1.2M | No change |
| NEE Nextera Energy Inc. | 0.25% | 14,124 | $1.1M | Reduce -5.3% |
| KKR KKR & Co. Inc. | 0.25% | 8,864 | $1.1M | Reduce -5.3% |
| TXN Texas Instruments Inc. | 0.25% | 6,488 | $1.1M | Reduce -4.3% |
| CL Colgate-Palmolive Co. | 0.25% | 14,062 | $1.1M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.25% | 1,939 | $1.1M | Add +1.4% |
| UBER Uber Technologies Inc. | 0.24% | 13,461 | $1.1M | Add +18.6% |
| CTA Simplify Managed Futures St | 0.24% | 40,306 | $1.1M | Reduce -26.8% |
| XLK SS Technology Select Sector | 0.24% | 7,590 | $1.1M | No change |
| INDB Independent Bank Corp. | 0.24% | 14,872 | $1.1M | Reduce -1.5% |
| LOW Lowe's Cos Inc. | 0.24% | 4,484 | $1.1M | No change |
| MUB iShares National Muni Bond E | 0.24% | 10,080 | $1.1M | Add +102.4% |
| CI The Cigna Group | 0.23% | 3,827 | $1.1M | No change |
| VGK Vanguard Ftse Europe ETF | 0.23% | 12,500 | $1.0M | No change |
| KLAC KLA Corp. | 0.23% | 841 | $1.0M | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.22% | 19,670 | $1.0M | Add +262.3% |
| LIN Linde PLC | 0.22% | 2,334 | $995K | Reduce -2.1% |
| MCK McKesson Corp. | 0.22% | 1,208 | $991K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 8,314 | $946K | Add +13.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.21% | 13,720 | $938K | Reduce -5.7% |
| VXF Vanguard Extended Market ETF | 0.20% | 4,369 | $914K | No change |
| MMM 3M Co. | 0.20% | 5,703 | $913K | No change |
| EMR Emerson Electric Co. | 0.20% | 6,820 | $905K | Add +2.3% |
| PI Impinj Inc. | 0.19% | 5,000 | $870K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.19% | 9,427 | $867K | Add +1.9% |
| KO The Coca-Cola Co. | 0.19% | 12,190 | $852K | No change |
| ETHE Grayscale Ethereum Staking E | 0.18% | 32,977 | $804K | Reduce -6.0% |
| NFLX Netflix Inc. | 0.17% | 8,320 | $780K | Add +72.6% |
| SHV iShares 0-1 Year Treasury Bo | 0.17% | 7,064 | $778K | Add +10.1% |
| AXP American Express Co. | 0.17% | 2,098 | $776K | Add +1.2% |
| TRV The Travelers Cos Inc. | 0.17% | 2,658 | $771K | No change |
| CRM Salesforce Inc. | 0.17% | 2,903 | $769K | Add +1.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.17% | 11,302 | $759K | No change |
| PFE Pfizer Inc. | 0.17% | 30,437 | $758K | Reduce -3.2% |
| MNST Monster Beverage Corp. | 0.16% | 9,700 | $744K | No change |
| AXSM Axsome Therapeutics Inc. | 0.16% | 4,000 | $731K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.16% | 5,976 | $725K | No change |
| MRSH Marsh & McLennan Cos | 0.16% | 3,829 | $710K | Reduce -0.1% |
| KOD Kodiak Sciences Inc. | 0.15% | 25,000 | $699K | No change |
| XLV SS Health Care Select Sector | 0.15% | 4,444 | $688K | Reduce -9.2% |
| IVV iShares Core S&P 500 ETF | 0.15% | 992 | $679K | Add +5.2% |
| TMUS T-Mobile US Inc. | 0.15% | 3,265 | $663K | Reduce -52.1% |
| ETN Eaton Corp. PLC | 0.14% | 2,035 | $648K | Add +0.5% |
| WSM Williams-Sonoma Inc. | 0.14% | 3,583 | $640K | Reduce -2.1% |
| HON Honeywell International Inc. | 0.14% | 3,234 | $631K | No change |
| ADBE Adobe Inc. | 0.14% | 1,777 | $622K | Add +0.6% |
| STT State Street Corp. | 0.14% | 4,779 | $617K | No change |
| MDLZ Mondelez International Inc. Class A | 0.14% | 11,352 | $611K | Reduce -7.3% |
| GDLC Grayscale Coindesk 5 ETF | 0.13% | 14,598 | $603K | Add +109.8% |
| ARES Ares Management Corp. Class A | 0.13% | 3,726 | $602K | Reduce -1.9% |
| SHEL Shell PLC-ADR | 0.13% | 7,997 | $588K | Reduce -3.0% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 10,803 | $583K | Reduce -2.5% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,205 | $570K | No change |
| BND Vanguard Total Bond Market | 0.13% | 7,677 | $569K | Reduce -3.3% |
| GS Goldman Sachs Group Inc. | 0.13% | 644 | $566K | No change |
| IAU iShares Gold Trust | 0.12% | 6,635 | $539K | Reduce -11.1% |
| HUBB Hubbell Inc. | 0.12% | 1,206 | $536K | Reduce -1.7% |
| AMP Ameriprise Financial Inc. | 0.12% | 1,081 | $530K | No change |
| DHR Danaher Corp. | 0.11% | 2,257 | $517K | No change |
| IEMG iShares Core MSCI Emerging | 0.11% | 7,673 | $516K | No change |
| FTSM First Trust Enh Short Mat FD | 0.11% | 8,500 | $509K | No change |
| XLE SS Energy Select Sector | 0.11% | 11,378 | $509K | Reduce -5.1% |
| CEG Constellation Energy | 0.11% | 1,438 | $508K | Add +2.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.11% | 5,840 | $504K | Add +1.1% |
| XLF SS Financial Select Sector | 0.11% | 9,137 | $500K | No change |
| TTE Totalenergies SE | 0.11% | 7,439 | $486K | Reduce -2.9% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.11% | 4,975 | $482K | No change |
| HIG Hartford Insurance Group Inc. | 0.11% | 3,456 | $476K | No change |
| NXPI NXP Semiconductors NV | 0.10% | 2,182 | $474K | No change |
| LRCX Lam Research Corp. | 0.10% | 2,760 | $472K | Reduce -8.0% |
| RNR Renaissancere Holdings Ltd. | 0.10% | 1,678 | $472K | Reduce -30.1% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 7,071 | $467K | No change |
| VGSH Vanguard Short-Term Treasury | 0.10% | 7,890 | $463K | Add +12.0% |
| ORLY O'reilly Automotive Inc. | 0.10% | 4,965 | $453K | No change |
| ISRG Intuitive Surgical Inc. | 0.10% | 785 | $445K | Add +21.7% |
| UNM Unum Group | 0.10% | 5,736 | $445K | Reduce -1.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.10% | 6,887 | $441K | Reduce -3.9% |
| FDX FedEx Corp. | 0.10% | 1,500 | $433K | No change |
| VGIT Vanguard Intermediate-Term T | 0.09% | 6,956 | $417K | Reduce -2.1% |
| INTC Intel Corp. | 0.09% | 11,131 | $411K | No change |
| PH Parker Hannifin Corp. | 0.09% | 464 | $408K | No change |
| ECL Ecolab Inc. | 0.09% | 1,549 | $407K | No change |
| URI United Rentals Inc. | 0.09% | 500 | $405K | No change |
| NUE Nucor Corp. | 0.09% | 2,455 | $400K | No change |
| SLV iShares Silver Trust | 0.09% | 6,100 | $393K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 3,238 | $386K | No change |
| PSX Phillips 66 | 0.08% | 2,973 | $384K | No change |
| XYL Xylem Inc. | 0.08% | 2,800 | $381K | No change |
| RSG Republic Services Inc. | 0.08% | 1,775 | $376K | No change |
| CHKP Check Point Software Tech | 0.08% | 2,023 | $375K | Reduce -20.4% |
| AFL Aflac Inc. | 0.08% | 3,362 | $371K | No change |
| LMT Lockheed Martin Corp. | 0.08% | 748 | $362K | No change |
| BABA Alibaba Group Holding-SP ADR | 0.08% | 2,430 | $356K | Add +1.5% |
| MELI MercadoLibre Inc. | 0.08% | 175 | $352K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.08% | 7,540 | $352K | No change |
| XLY SS Consumer Disc Select Sect | 0.08% | 2,930 | $350K | No change |
| COP Conocophillips | 0.08% | 3,709 | $347K | Reduce -0.3% |
| XBI SS SPDR S&P Biotech ETF | 0.07% | 2,760 | $337K | No change |
| FSK FS KKR Capital Corp. | 0.07% | 22,565 | $334K | Reduce -4.2% |
| XNTK SS SPDR Nyse Tech ETF | 0.07% | 1,200 | $333K | Reduce -25.0% |
| QARP DBX ETF Trust - Xtrackers Ru | 0.07% | 5,627 | $332K | Reduce -2.5% |
| DMXU Xtrckr BBG Dev MK Ex Use ETF | 0.07% | 9,185 | $323K | Add +1.1% |
| IGM iShares Expanded Tech Sector | 0.07% | 2,500 | $323K | No change |
| MS Morgan Stanley | 0.07% | 1,707 | $303K | No change |
| ALL Allstate Corp. | 0.07% | 1,443 | $300K | Add +6.9% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 2,446 | $294K | No change |
| AMGN Amgen Inc. | 0.07% | 898 | $294K | No change |
| WMB Williams Cos Inc. | 0.06% | 4,837 | $291K | Add +8.4% |
| TSLA Tesla Inc. | 0.06% | 644 | $290K | New |
| SYK Stryker Corp. | 0.06% | 810 | $285K | No change |
| KMB Kimberly-Clark Corp. | 0.06% | 2,732 | $276K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 605 | $274K | No change |
| CHD Church & Dwight Co. Inc. | 0.06% | 3,202 | $268K | No change |
| TOST Toast Inc. Class A | 0.06% | 7,510 | $267K | No change |
| SHW The Sherwin-Williams Co. | 0.06% | 821 | $266K | No change |
| LDEM iShares ESG MSCI Em Leaders | 0.06% | 4,560 | $265K | Reduce -8.4% |
| CTSH Cognizant Tech Solutions-A | 0.06% | 3,189 | $265K | No change |
| WFC Wells Fargo & Co. | 0.06% | 2,830 | $264K | Add +4.8% |
| XLC SS Comm Select Sector SPDR | 0.06% | 2,209 | $260K | No change |
| HXL Hexcel Corp. | 0.06% | 3,500 | $259K | No change |
| QCOM Qualcomm Inc. | 0.06% | 1,511 | $258K | No change |
| INTU Intuit Inc. | 0.06% | 388 | $257K | No change |
| UNH Unitedhealth Group Inc. | 0.06% | 778 | $257K | Reduce -23.8% |
| ROK Rockwell Automation Inc. | 0.06% | 660 | $257K | No change |
| CCI Crown Castle Inc. | 0.06% | 2,829 | $251K | No change |
| KOMP SS SPDR S&P Kensho Ne Comp | 0.05% | 4,095 | $245K | Add +9.3% |
| CPNG Coupang Inc. | 0.05% | 10,320 | $243K | Add +1.6% |
| TXT Textron Inc. | 0.05% | 2,771 | $242K | No change |
| CMI Cummins Inc. | 0.05% | 465 | $237K | New |
| DELL Dell Technologies -C | 0.05% | 1,881 | $237K | No change |
| COR Cencora Inc. | 0.05% | 700 | $236K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 5,498 | $235K | Reduce -19.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 500 | $234K | No change |
| AEP American Electric Power | 0.05% | 2,000 | $231K | No change |
| PAYX Paychex Inc. | 0.05% | 2,039 | $229K | No change |
| VGT Vanguard Info Tech ETF | 0.05% | 300 | $226K | No change |
| BDYN iShares DYN Act ETF | 0.05% | 8,590 | $220K | No change |
| PWR Quanta Services Inc. | 0.05% | 521 | $220K | Add +6.3% |
| MHK Mohawk Industries Inc. | 0.05% | 2,000 | $219K | No change |
| TTMI TTM Technologies | 0.05% | 3,128 | $216K | New |
| MO Altria Group Inc. | 0.05% | 3,570 | $206K | No change |
| BX Blackstone Inc. | 0.05% | 1,333 | $205K | No change |
| VSTM Verastem Inc. | 0.04% | 26,249 | $203K | No change |
| CPSH CPS Technologies Corp. | 0.03% | 43,900 | $136K | New |
| GSOL Grayscale Solana Staking ETF | 0.02% | 11,450 | $104K | New |
| COTY Coty Inc. Class A | 0.01% | 20,000 | $62K | New |
| NIO Nio Inc. - ADR | 0.01% | 10,000 | $51K | No change |
| EDIT Editas Medicine Inc. | 0.01% | 12,500 | $26K | No change |
| FUBO Fubotv Inc. | 0.01% | 10,000 | $25K | New |
| ABTC American Bitcoin Corp. | 0.00% | 10,000 | $17K | New |
| CGC Canopy Growth Corp. | 0.00% | 10,020 | $11K | New |
| TCRX Tscan Therapeutics Inc. | 0.00% | 10,000 | $10K | No change |