| VOO Vanguard S&P 500 ETF | 11.08% | 216,555 | $116.7M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 7.59% | 156,458 | $80.0M | Add +10.7% |
| AROW Arrow Financial Corp. | 5.18% | 1,899,569 | $54.5M | Reduce -3.6% |
| IJH iShares Core S&P Midcap ETF | 5.12% | 866,369 | $54.0M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 4.21% | 384,741 | $44.3M | Reduce -6.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.84% | 791,546 | $40.5M | Reduce -9.8% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 3.26% | 1,479,655 | $34.3M | Add +2.9% |
| IDEV iShares Core MSCI Dev MKTS | 2.79% | 455,327 | $29.4M | Add +1.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.78% | 110,986 | $29.3M | Reduce -4.4% |
| AAPL Apple Inc. | 2.74% | 115,147 | $28.8M | Reduce -1.9% |
| MSFT Microsoft Corp. | 2.31% | 57,791 | $24.4M | Reduce -1.2% |
| NVDA Nvidia Corp. | 2.31% | 181,237 | $24.3M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 1.54% | 85,969 | $16.3M | Reduce -3.5% |
| IBDX iShares Ibonds Dec 2032 TC | 1.40% | 599,943 | $14.7M | Add +2.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.36% | 572,653 | $14.4M | Add +4.7% |
| AMZN Amazon.com Inc. | 1.36% | 65,254 | $14.3M | Reduce -4.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.36% | 702,409 | $14.3M | Add +3.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.35% | 667,244 | $14.3M | Add +3.4% |
| IBDU iShares Ibonds Dec 2029 Term | 1.34% | 620,143 | $14.1M | Add +3.6% |
| IBDR iShares Ibonds Dec 2026 Term | 1.34% | 585,057 | $14.1M | Add +3.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.33% | 563,736 | $14.0M | Add +4.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.32% | 579,725 | $13.9M | Add +4.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.32% | 553,062 | $13.9M | Add +3.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.16% | 51,047 | $12.3M | Reduce -5.5% |
| JPM JPMorgan Chase & Co. | 0.90% | 39,656 | $9.5M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.83% | 26,223 | $8.8M | Reduce -0.1% |
| HD Home Depot Inc. | 0.79% | 21,369 | $8.3M | Add +1.5% |
| TLH iShares 10-20 Year Treasury | 0.77% | 81,467 | $8.1M | Reduce -62.1% |
| XHB SS SPDR S&P Homebldrs ETF | 0.76% | 76,173 | $8.0M | Add +1243.0% |
| META Meta Platforms Inc. Class A | 0.75% | 13,480 | $7.9M | Reduce -1.2% |
| ORCL Oracle Corp. | 0.74% | 47,063 | $7.8M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.63% | 8,569 | $6.6M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 14,459 | $6.6M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.62% | 67,236 | $6.5M | Reduce -0.3% |
| V Visa Inc. Class A | 0.59% | 19,621 | $6.2M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.56% | 5,781 | $5.9M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.55% | 74,421 | $5.8M | Reduce -4.4% |
| WMT Walmart Inc. | 0.53% | 61,402 | $5.5M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 122,054 | $5.4M | Add +1.1% |
| PG The Procter & Gamble Co. | 0.51% | 31,733 | $5.3M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.49% | 75,019 | $5.2M | Reduce -2.4% |
| XLRE SS Real Estate Select Sector | 0.49% | 126,879 | $5.2M | Add +1353.0% |
| CAT Caterpillar Inc. | 0.47% | 13,713 | $5.0M | Reduce -1.6% |
| SYK Stryker Corp. | 0.46% | 13,488 | $4.9M | Reduce -0.2% |
| NYF iShares New York Muni Bond E | 0.46% | 90,283 | $4.8M | Add +1.9% |
| ADBE Adobe Inc. | 0.45% | 10,669 | $4.7M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.45% | 5,130 | $4.7M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.45% | 5,262 | $4.7M | Reduce -0.5% |
| ICE Intercontinental Exchange Inc. | 0.44% | 31,037 | $4.6M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.42% | 41,064 | $4.4M | Reduce -3.0% |
| HON Honeywell International Inc. | 0.42% | 19,435 | $4.4M | Reduce -1.3% |
| JNJ Johnson & Johnson | 0.42% | 30,265 | $4.4M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 7,351 | $4.3M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 8,104 | $4.2M | Add +0.1% |
| MRVL Marvell Technology Inc. | 0.40% | 38,158 | $4.2M | Reduce -0.4% |
| WMB Williams Cos Inc. | 0.39% | 76,601 | $4.1M | Reduce -3.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 33,704 | $4.1M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.39% | 15,597 | $4.1M | Add +6.2% |
| UNH Unitedhealth Group Inc. | 0.36% | 7,576 | $3.8M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.35% | 32,675 | $3.7M | Reduce -0.2% |
| MAS Masco Corp. | 0.35% | 50,200 | $3.6M | Reduce -1.0% |
| MS Morgan Stanley | 0.34% | 28,729 | $3.6M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.33% | 8,645 | $3.5M | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 30,563 | $3.4M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.32% | 11,480 | $3.3M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.31% | 54,592 | $3.2M | Add +1.2% |
| IR Ingersoll-Rand Inc. | 0.28% | 32,343 | $2.9M | Add +0.5% |
| XLK SS Technology Select Sector | 0.27% | 12,428 | $2.9M | Reduce -12.9% |
| DHR Danaher Corp. | 0.26% | 11,827 | $2.7M | Add +0.3% |
| PEP Pepsico Inc. | 0.25% | 17,437 | $2.7M | Reduce -0.4% |
| TMUS T-Mobile US Inc. | 0.24% | 11,437 | $2.5M | Add +6.4% |
| GOOG Alphabet Inc. Class C | 0.23% | 12,451 | $2.4M | Reduce -0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 5,605 | $2.3M | Add +0.2% |
| TRV The Travelers Cos Inc. | 0.21% | 9,196 | $2.2M | Reduce -1.4% |
| DLR Digital Realty Trust Inc. | 0.21% | 12,300 | $2.2M | No change |
| CVX Chevron Corp. | 0.21% | 14,926 | $2.2M | Reduce -2.8% |
| TER Teradyne Inc. | 0.20% | 16,846 | $2.1M | Add +1.5% |
| PANW Palo Alto Networks Inc. | 0.20% | 11,499 | $2.1M | Reduce -7.9% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 20,578 | $2.1M | Reduce -81.2% |
| MA Mastercard Inc. Class A | 0.19% | 3,827 | $2.0M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.19% | 32,319 | $2.0M | Add +1.0% |
| UNP Union Pacific Corp. | 0.19% | 8,797 | $2.0M | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.16% | 3,017 | $1.7M | No change |
| IBHF iShares Ibond 2026 HY & Inc. | 0.16% | 74,460 | $1.7M | New |
| GD General Dynamics Corp. | 0.16% | 6,520 | $1.7M | Add +0.9% |
| CMI Cummins Inc. | 0.16% | 4,862 | $1.7M | Reduce -5.3% |
| BND Vanguard Total Bond Market | 0.16% | 23,353 | $1.7M | Add +2.6% |
| WM Waste Management Inc. | 0.16% | 8,299 | $1.7M | No change |
| COP Conocophillips | 0.15% | 15,435 | $1.5M | Add +1.7% |
| LEN Lennar Corp. Class A | 0.14% | 11,205 | $1.5M | Add +8.6% |
| SYY Sysco Corp. | 0.14% | 19,727 | $1.5M | Reduce -1.7% |
| XLF SS Financial Select Sector | 0.14% | 30,733 | $1.5M | Reduce -3.0% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.14% | 57,421 | $1.5M | Add +710.8% |
| XLB SS Materials Select Sector | 0.13% | 15,784 | $1.3M | Reduce -2.3% |
| YUM Yum! Brands Inc. | 0.12% | 9,579 | $1.3M | Reduce -9.3% |
| PWR Quanta Services Inc. | 0.12% | 4,015 | $1.3M | Add +26.2% |
| MUB iShares National Muni Bond E | 0.12% | 11,733 | $1.3M | Reduce -10.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 16,434 | $1.2M | Add +7.8% |
| AWK American Water Works Co. Inc. | 0.12% | 9,895 | $1.2M | Add +0.2% |
| COF Capital One Financial Corp. | 0.12% | 6,810 | $1.2M | No change |
| XLV SS Health Care Select Sector | 0.11% | 8,748 | $1.2M | Reduce -3.7% |
| LOW Lowe's Cos Inc. | 0.11% | 4,864 | $1.2M | Add +1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 5,270 | $1.2M | Reduce -5.0% |
| ABBV Abbvie Inc. | 0.10% | 5,977 | $1.1M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.10% | 14,627 | $1.0M | Add +0.3% |
| ECL Ecolab Inc. | 0.10% | 4,363 | $1.0M | Reduce -2.1% |
| XLY SS Consumer Disc Select Sect | 0.10% | 4,518 | $1.0M | Reduce -21.5% |
| MRK Merck & Co. Inc. | 0.10% | 10,121 | $1.0M | Reduce -1.2% |
| XLI SS Industrial Select Sector | 0.09% | 7,314 | $964K | Add +3.2% |
| SHW The Sherwin-Williams Co. | 0.09% | 2,705 | $920K | Add +0.9% |
| RTX RTX Corp. | 0.08% | 7,513 | $869K | Reduce -0.1% |
| ADP Automatic Data Processing | 0.08% | 2,888 | $845K | Reduce -5.3% |
| APD Air Products & Chemicals Inc. | 0.08% | 2,899 | $841K | Reduce -0.3% |
| D Dominion Energy Inc. | 0.08% | 15,506 | $835K | Reduce -4.8% |
| SO The Southern Co. | 0.08% | 9,960 | $820K | No change |
| AXP American Express Co. | 0.08% | 2,698 | $801K | Reduce -3.3% |
| EMN Eastman Chemical Co. | 0.07% | 8,175 | $747K | Reduce -0.3% |
| XLC SS Comm Select Sector SPDR | 0.07% | 7,468 | $723K | Reduce -0.7% |
| LYB Lyondellbasell Indu Class A | 0.07% | 9,590 | $712K | Reduce -17.5% |
| CL Colgate-Palmolive Co. | 0.07% | 7,757 | $705K | Reduce -5.3% |
| TXN Texas Instruments Inc. | 0.07% | 3,668 | $688K | No change |
| MMM 3M Co. | 0.06% | 4,730 | $611K | Reduce -1.6% |
| SUSB iShares ESG Aware 1-5 Year U | 0.06% | 24,545 | $606K | No change |
| HSY The Hershey Co. | 0.06% | 3,488 | $591K | Reduce -12.6% |
| VNQ Vanguard Real Estate ETF | 0.06% | 6,579 | $586K | Add +1.1% |
| PSA Public Storage | 0.05% | 1,900 | $569K | No change |
| GE General Electric filed as GE AEROSPACE | 0.05% | 3,184 | $531K | Reduce -10.5% |
| SNOW Snowflake Inc. | 0.05% | 3,393 | $524K | Reduce -25.3% |
| VZ Verizon Communications Inc. | 0.05% | 12,675 | $507K | Reduce -0.8% |
| EMR Emerson Electric Co. | 0.05% | 4,041 | $501K | No change |
| VMC Vulcan Materials Co. | 0.04% | 1,842 | $474K | No change |
| INTU Intuit Inc. | 0.04% | 750 | $471K | No change |
| XLP SS Consumer Staples Sel Sect | 0.04% | 5,907 | $464K | Reduce -9.5% |
| FISV Fiserv Inc. | 0.04% | 2,250 | $462K | No change |
| AMT American Tower Corp. | 0.04% | 2,472 | $453K | No change |
| GLD SPDR Gold Shares | 0.04% | 1,802 | $436K | Reduce -5.0% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 7,668 | $434K | Reduce -18.4% |
| XLE SS Energy Select Sector | 0.04% | 5,002 | $428K | Add +5.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 4,842 | $426K | No change |
| WFC Wells Fargo & Co. | 0.04% | 5,983 | $420K | No change |
| SBUX Starbucks Corp. | 0.04% | 4,595 | $419K | Reduce -10.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 1,378 | $399K | No change |
| PAYX Paychex Inc. | 0.04% | 2,818 | $395K | Reduce -2.0% |
| PM Philip Morris International | 0.04% | 3,230 | $389K | Reduce -4.9% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 4,166 | $368K | Reduce -1.3% |
| CARR Carrier Global Corp. | 0.03% | 5,375 | $367K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 6,607 | $342K | Reduce -16.8% |
| PFE Pfizer Inc. | 0.03% | 12,370 | $328K | Reduce -8.7% |
| CPK Chesapeake Utilities Corp. | 0.03% | 2,480 | $301K | No change |
| AMAT Applied Materials Inc. | 0.03% | 1,685 | $274K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.03% | 2,398 | $271K | Reduce -2.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 3,226 | $264K | No change |
| GEV GE Vernova Inc. | 0.03% | 802 | $264K | Reduce -0.4% |
| MO Altria Group Inc. | 0.02% | 4,995 | $261K | Reduce -9.1% |
| PYPL PayPal Holdings Inc. | 0.02% | 2,982 | $255K | No change |
| DLTR Dollar Tree Inc. | 0.02% | 3,376 | $253K | Reduce -8.7% |
| STZ Constellation Brands Inc. Class A | 0.02% | 1,140 | $252K | Reduce -4.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.02% | 9,451 | $241K | No change |
| IBMN iShares Ibonds Dec 2025 Term | 0.02% | 9,006 | $240K | No change |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 9,517 | $239K | No change |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.02% | 9,448 | $238K | No change |
| T AT&T Inc. | 0.02% | 9,541 | $217K | Add +3.0% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,642 | $217K | No change |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 5,150 | $216K | Reduce -2.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 516 | $212K | Reduce -7.2% |
| ETN Eaton Corp. PLC | 0.02% | 605 | $201K | Reduce -1.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 10,500 | $104K | No change |