| VOO Vanguard S&P 500 ETF | 10.58% | 22,733 | $12.9M | Add +3.8% |
| AAPL Apple Inc. | 6.99% | 41,608 | $8.5M | Add +9.3% |
| VOOV Vanguard S&P 500 Value ETF | 6.01% | 38,848 | $7.3M | Reduce -0.5% |
| MSFT Microsoft Corp. | 5.52% | 13,546 | $6.7M | Reduce -3.8% |
| QQQM Invesco Nasdaq 100 ETF | 4.13% | 22,205 | $5.0M | Add +7.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 3.86% | 127,590 | $4.7M | Add +15.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 3.09% | 95,457 | $3.8M | Add +10.9% |
| VTI VG Morningstar TS MKT ETF-US | 2.52% | 10,136 | $3.1M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 2.34% | 9,850 | $2.9M | Reduce -0.7% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.05% | 92,273 | $2.5M | Add +0.2% |
| WMT Walmart Inc. | 1.93% | 24,144 | $2.4M | Reduce -0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.71% | 7,074 | $2.1M | Reduce -9.9% |
| AMZN Amazon.com Inc. | 1.68% | 9,319 | $2.0M | Reduce -7.6% |
| USMV iShares MSCI USA Min Vol Fac | 1.32% | 17,220 | $1.6M | Add +0.3% |
| XOM Exxon Mobil Corp. | 1.32% | 14,964 | $1.6M | Add +9.8% |
| MPC Marathon Petroleum Corp. | 1.27% | 9,361 | $1.6M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 2,398 | $1.3M | No change |
| V Visa Inc. Class A | 1.07% | 3,668 | $1.3M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 1.02% | 7,016 | $1.2M | Reduce -2.5% |
| ETN Eaton Corp. PLC | 1.00% | 3,419 | $1.2M | Reduce -0.1% |
| TT Trane Technologies PLC | 0.98% | 2,734 | $1.2M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.95% | 6,584 | $1.2M | Reduce -7.3% |
| LMT Lockheed Martin Corp. | 0.94% | 2,485 | $1.2M | Add +4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 2,342 | $1.1M | Reduce -0.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.89% | 13,157 | $1.1M | Reduce -4.1% |
| T AT&T Inc. | 0.89% | 37,415 | $1.1M | Reduce -2.1% |
| CGGR Cap Group Growth Equity | 0.88% | 26,567 | $1.1M | Reduce -8.2% |
| HD Home Depot Inc. | 0.82% | 2,745 | $1.0M | Reduce -0.8% |
| MSI Motorola Solutions Inc. | 0.76% | 2,220 | $933K | Reduce -1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.75% | 7,445 | $920K | Add +3.0% |
| CRM Salesforce Inc. | 0.74% | 3,316 | $904K | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.74% | 1,158 | $903K | Reduce -4.5% |
| FISV Fiserv Inc. | 0.73% | 5,152 | $888K | Reduce -4.5% |
| IEMG iShares Core MSCI Emerging | 0.72% | 14,698 | $882K | Add +7.1% |
| EUSA iShares MSCI USA Equal Weigh | 0.66% | 8,158 | $809K | Reduce -40.7% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.66% | 23,811 | $801K | No change |
| ADI Analog Devices Inc. | 0.62% | 3,179 | $757K | Add +0.0% |
| UPGD Invesco Bloomberg Analyst Ra | 0.60% | 10,368 | $736K | No change |
| HAL Halliburton Co. | 0.59% | 35,588 | $725K | Reduce -1.4% |
| APD Air Products & Chemicals Inc. | 0.58% | 2,494 | $704K | Reduce -0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 3,849 | $699K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.56% | 15,709 | $680K | Reduce -1.9% |
| CME Cme Group Inc. | 0.56% | 2,463 | $679K | Reduce -17.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 1,070 | $661K | Add +0.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.54% | 60,746 | $659K | Add +4.0% |
| AVGO Broadcom Inc. | 0.53% | 2,354 | $649K | Reduce -39.3% |
| GEV GE Vernova Inc. | 0.51% | 1,181 | $625K | New |
| DRI Darden Restaurants Inc. | 0.49% | 2,765 | $603K | Reduce -2.1% |
| MTUM iShares MSCI USA Momentum Fa | 0.48% | 2,448 | $588K | Add +0.2% |
| STE Steris PLC | 0.47% | 2,408 | $578K | Reduce -1.1% |
| MDT Medtronic PLC | 0.47% | 6,556 | $572K | Reduce -1.6% |
| GM General Motors Co. | 0.46% | 11,351 | $559K | Reduce -1.3% |
| PFE Pfizer Inc. | 0.46% | 22,934 | $556K | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.45% | 2,342 | $555K | Add +5.0% |
| UNP Union Pacific Corp. | 0.44% | 2,320 | $534K | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.43% | 6,669 | $528K | Reduce -1.2% |
| WCC Wesco International Inc. | 0.42% | 2,789 | $517K | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.41% | 3,297 | $504K | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.41% | 2,694 | $500K | Reduce -1.2% |
| NUE Nucor Corp. | 0.41% | 3,856 | $500K | Reduce -14.9% |
| CB Chubb Ltd. | 0.41% | 1,715 | $497K | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 2,394 | $490K | Add +47.6% |
| SHW The Sherwin-Williams Co. | 0.39% | 1,397 | $480K | Reduce -4.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 3,882 | $479K | Add +29.7% |
| ALL Allstate Corp. | 0.39% | 2,344 | $472K | Reduce -1.1% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.38% | 14,208 | $468K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.38% | 1,173 | $465K | Reduce -50.1% |
| META Meta Platforms Inc. Class A | 0.37% | 613 | $453K | Reduce -7.4% |
| PG The Procter & Gamble Co. | 0.37% | 2,827 | $450K | Add +1.5% |
| UNH Unitedhealth Group Inc. | 0.36% | 1,392 | $434K | Add +0.4% |
| DXCM Dexcom Inc. | 0.35% | 4,856 | $424K | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.34% | 1,075 | $417K | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.33% | 642 | $399K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 1,406 | $394K | No change |
| SCHX Schwab US Large-Cap ETF | 0.31% | 15,566 | $380K | Add +0.3% |
| AMD Advanced Micro Devices | 0.30% | 2,614 | $371K | Reduce -14.0% |
| NXPI NXP Semiconductors NV | 0.30% | 1,697 | $371K | Reduce -1.3% |
| CVS CVS Health Corp. | 0.30% | 5,329 | $368K | Reduce -6.3% |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 6,001 | $367K | New |
| CMCSA Comcast Corp. Class A | 0.29% | 10,081 | $360K | Reduce -4.3% |
| CGCP Cap Group Core Plus Income | 0.29% | 15,703 | $353K | New |
| TSLA Tesla Inc. | 0.28% | 1,073 | $341K | Reduce -3.5% |
| FANG Diamondback Energy Inc. | 0.28% | 2,474 | $340K | Reduce -4.4% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 3,068 | $335K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 1,274 | $328K | Reduce -1.5% |
| REGN Regeneron Pharmaceuticals | 0.27% | 624 | $328K | Add +0.2% |
| RGS Regis Corp. | 0.27% | 14,649 | $327K | Add +14.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 2,626 | $326K | Reduce -13.3% |
| COST Costco Wholesale Corp. | 0.26% | 323 | $319K | Reduce -9.3% |
| IWF iShares Russell 1000 Growth | 0.26% | 749 | $318K | No change |
| BA The Boeing Co. | 0.26% | 1,510 | $316K | Reduce -2.1% |
| FIS Fidelity National Info Serv | 0.25% | 3,807 | $310K | Reduce -4.8% |
| MCD McDonald's Corp. | 0.24% | 1,014 | $296K | Reduce -9.7% |
| BBY Best Buy Co. Inc. | 0.23% | 4,129 | $277K | Reduce -0.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.22% | 2,024 | $266K | No change |
| O Realty Income Corp. | 0.21% | 4,548 | $262K | Reduce -16.8% |
| GGG Graco Inc. | 0.21% | 3,040 | $261K | No change |
| MU Micron Technology Inc. | 0.21% | 2,101 | $259K | Reduce -32.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.21% | 8,012 | $256K | No change |
| RJF Raymond James Financial Inc. | 0.20% | 1,613 | $247K | No change |
| EW Edwards Lifesciences Corp. | 0.20% | 3,107 | $243K | Reduce -2.0% |
| LHX L3HARRIS Technologies Inc. | 0.20% | 967 | $243K | Reduce -64.5% |
| BP BP PLC-Spons ADR | 0.19% | 7,856 | $235K | Reduce -1.2% |
| CTMX Cytomx Therapeutics Inc. | 0.19% | 102,254 | $232K | Add +10.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.19% | 5,364 | $228K | Add +0.8% |
| SYK Stryker Corp. | 0.19% | 577 | $228K | Reduce -14.8% |
| QCOM Qualcomm Inc. | 0.18% | 1,379 | $220K | Reduce -2.0% |
| NEE Nextera Energy Inc. | 0.18% | 3,151 | $219K | Add +0.3% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 3,863 | $217K | Reduce -0.9% |
| SPGI S&P Global Inc. | 0.18% | 411 | $217K | Reduce -20.2% |
| GILD Gilead Sciences Inc. | 0.17% | 1,910 | $212K | New |
| HWM Howmet Aerospace Inc. | 0.17% | 1,109 | $206K | Reduce -18.1% |
| CI The Cigna Group | 0.17% | 624 | $206K | Reduce -17.4% |
| JPC Nuveen Prefered & Income Opp | 0.08% | 11,872 | $95K | Add +0.8% |