| SPYM Ste STR SPDR PT S&P 500 ETF | 6.71% | 1,112,666 | $87.2M | Reduce -1.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.54% | 1,216,010 | $72.0M | Add +10.9% |
| QUAL iShares MSCI USA Quality Fac | 4.81% | 320,864 | $62.4M | Reduce -21.8% |
| IVW iShares S&P 500 Growth ETF | 4.45% | 478,631 | $57.8M | Reduce -10.1% |
| XLG Invesco S&P 500 Top 50 ETF | 4.28% | 965,569 | $55.5M | Add +82.9% |
| IVE iShares S&P 500 Value ETF | 3.78% | 237,955 | $49.1M | Reduce -2.3% |
| EFV iShares MSCI Eafe Value ETF | 3.76% | 720,155 | $48.8M | Reduce -32.4% |
| VONE Vanguard Russell 1000 | 3.15% | 135,271 | $40.9M | Reduce -2.6% |
| IEMG iShares Core MSCI Emerging | 2.85% | 562,474 | $37.1M | Reduce -21.4% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.54% | 725,231 | $33.0M | Add +11.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.49% | 48,467 | $32.3M | Add +53.7% |
| SCHZ Schwab US Aggregate Bond ETF | 2.13% | 1,180,966 | $27.7M | Reduce -6.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.13% | 645,704 | $27.6M | Add +31.8% |
| BAI Ishrs AI in and Tech Act ETF | 2.13% | 808,394 | $27.6M | Add +106.5% |
| THRO iShares U.S. Thematic Rotati | 2.09% | 716,084 | $27.1M | Reduce -5.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.93% | 538,460 | $25.1M | Reduce -6.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.67% | 465,701 | $21.8M | Reduce -32.2% |
| XLSR SS US Sector Rotation | 1.53% | 332,642 | $19.8M | Add +9.4% |
| IWB iShares Russell 1000 ETF | 1.53% | 54,251 | $19.8M | Reduce -1.1% |
| SPEM State Street SP PTF Em ETF | 1.46% | 405,265 | $19.0M | Add +19.6% |
| SPMO Invesco S&P 500 Momentum ETF | 1.41% | 150,764 | $18.3M | Reduce -11.1% |
| AAPL Apple Inc. | 1.33% | 68,001 | $17.3M | Reduce -10.2% |
| VEA Vanguard Ftse Developed ETF | 1.28% | 276,391 | $16.6M | Reduce -3.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.23% | 344,348 | $16.0M | Add +43.5% |
| MBB iShares MBS ETF | 1.13% | 154,866 | $14.7M | Reduce -4.9% |
| SHLD Global X Defense Tech ETF | 1.09% | 201,261 | $14.1M | New |
| NVDA Nvidia Corp. | 1.08% | 74,961 | $14.0M | Reduce -5.5% |
| VWO Vanguard Ftse Emerging Marke | 1.05% | 252,498 | $13.7M | Reduce -3.5% |
| MSFT Microsoft Corp. | 0.97% | 24,416 | $12.6M | Reduce -2.3% |
| DFAC Dimensional US Core Equity 2 | 0.95% | 319,479 | $12.3M | Add +5.2% |
| GLDM SPDR Gold Minishares Trust | 0.92% | 155,603 | $11.9M | Add +41.9% |
| IAGG iShares Intl Aggregate Bond | 0.88% | 224,087 | $11.5M | Reduce -1.9% |
| AVEM Avantis Emerging Markets Eq | 0.88% | 151,876 | $11.4M | Add +5039.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.86% | 209,281 | $11.1M | Reduce -3.1% |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.82% | 373,789 | $10.7M | Add +55.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.75% | 85,201 | $9.7M | Reduce -70.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.71% | 162,336 | $9.3M | Add +7.8% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.59% | 303,725 | $7.7M | Add +6.8% |
| AVGO Broadcom Inc. | 0.55% | 21,500 | $7.1M | Add +1.4% |
| AMZN Amazon.com Inc. | 0.53% | 31,431 | $6.9M | Reduce -3.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.52% | 163,024 | $6.8M | Add +9.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.50% | 242,973 | $6.5M | Reduce -14.4% |
| GWX State Street SPDR S&P Intern | 0.48% | 154,967 | $6.2M | Add +1.3% |
| FISR SS Fi Sector Rotation | 0.48% | 237,697 | $6.2M | Reduce -63.5% |
| JNK SS SPDR BB High Yield Bond | 0.48% | 63,035 | $6.2M | Add +72.0% |
| GOOG Alphabet Inc. Class C | 0.44% | 23,524 | $5.7M | Reduce -1.1% |
| VTWO Vanguard Russell 2000 ETF | 0.43% | 57,133 | $5.6M | Reduce -1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.42% | 59,823 | $5.5M | Add +227.7% |
| MUB iShares National Muni Bond E | 0.42% | 50,789 | $5.4M | Reduce -25.7% |
| GOOGL Alphabet Inc. Class A | 0.39% | 20,737 | $5.0M | Reduce -2.9% |
| GLD SPDR Gold Shares | 0.37% | 13,494 | $4.8M | Reduce -18.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.34% | 58,219 | $4.5M | Reduce -10.7% |
| XOM Exxon Mobil Corp. | 0.32% | 37,333 | $4.2M | Reduce -9.3% |
| META Meta Platforms Inc. Class A | 0.32% | 5,706 | $4.2M | Add +7.5% |
| EBND State Street SPDR Bloomberg | 0.31% | 185,865 | $4.0M | Add +6.7% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.30% | 205,151 | $4.0M | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 0.26% | 5,093 | $3.4M | Add +5.4% |
| JPM JPMorgan Chase & Co. | 0.25% | 10,180 | $3.2M | Reduce -0.1% |
| RWO State Street SPDR Dow Jones | 0.24% | 69,427 | $3.2M | Add +10.1% |
| DUHP Dimensional US High Profi Et | 0.24% | 83,673 | $3.2M | Add +5.9% |
| EMB iShares JP Morgan Usd Emergi | 0.24% | 32,913 | $3.1M | Reduce -6.4% |
| DFSV Dimensional US Small Cap Val | 0.24% | 97,333 | $3.1M | Add +7.1% |
| DFIC Dimensional International Co. | 0.22% | 88,394 | $2.9M | Add +0.8% |
| ORCL Oracle Corp. | 0.20% | 9,228 | $2.6M | Reduce -4.2% |
| LCTU iShares U.S. Carbon Transiti | 0.19% | 34,543 | $2.5M | Add +10.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.19% | 91,665 | $2.4M | Reduce -0.3% |
| WMT Walmart Inc. | 0.18% | 23,196 | $2.4M | Reduce -10.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 7,280 | $2.4M | Reduce -1.3% |
| DFSD Dimensional Short Duration | 0.18% | 49,338 | $2.4M | Add +23.5% |
| DFCF Dimensional Core Fixed Inc. | 0.18% | 53,352 | $2.3M | Add +21.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.17% | 42,085 | $2.3M | Add +20.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.17% | 21,855 | $2.3M | Add +0.1% |
| DFGP Dimensional GLBL Core PL Fix | 0.16% | 37,707 | $2.1M | Add +19.0% |
| ESGU iShares ESG Aware MSCI USA | 0.16% | 14,177 | $2.1M | Add +45.9% |
| BIV Vanguard Intermediate-Term B | 0.15% | 25,366 | $2.0M | Reduce -32.2% |
| DGCB Dimensional Global Credit | 0.15% | 35,686 | $2.0M | Add +10.7% |
| SPHY SS SPDR P High Yield ETF | 0.15% | 80,763 | $1.9M | Add +7.8% |
| IYW iShares Ustechnology ETF | 0.14% | 9,563 | $1.9M | Reduce -91.7% |
| GOVT iShares US Treasury Bond ETF | 0.14% | 78,676 | $1.8M | Reduce -3.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.14% | 74,126 | $1.8M | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 3,559 | $1.8M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.14% | 9,615 | $1.8M | Reduce -0.1% |
| V Visa Inc. Class A | 0.13% | 5,049 | $1.7M | Reduce -5.3% |
| CVX Chevron Corp. | 0.13% | 10,879 | $1.7M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 2,784 | $1.7M | Add +0.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.13% | 13,132 | $1.7M | Add +8.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 5,725 | $1.6M | Add +4.5% |
| IBTF iShares Ibonds Dec 2025 Term | 0.12% | 68,672 | $1.6M | Reduce -9.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 59,735 | $1.5M | Add +6.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.11% | 61,999 | $1.4M | Reduce -5.4% |
| XLK SS Technology Select Sector | 0.11% | 4,951 | $1.4M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.11% | 3,136 | $1.4M | Reduce -41.6% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 6,433 | $1.4M | Reduce -0.3% |
| WDAY Workday Inc. Class A | 0.10% | 5,641 | $1.4M | Reduce -17.4% |
| INTU Intuit Inc. | 0.10% | 1,969 | $1.3M | Reduce -3.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.10% | 53,108 | $1.3M | Reduce -6.5% |
| PG The Procter & Gamble Co. | 0.10% | 8,662 | $1.3M | Add +7.9% |
| DFEM Dimensional Emrg MRKT Core | 0.10% | 38,868 | $1.2M | Add +1.7% |
| USXF iShares ESG Advance MSCI USA | 0.09% | 21,058 | $1.2M | Reduce -15.4% |
| VOO Vanguard S&P 500 ETF | 0.09% | 1,927 | $1.2M | Add +2.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.09% | 50,890 | $1.1M | Reduce -6.5% |
| CSX CSX Corp. | 0.09% | 31,992 | $1.1M | Add +2.2% |
| NFLX Netflix Inc. | 0.09% | 935 | $1.1M | Add +2.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.09% | 30,683 | $1.1M | Reduce -5.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.09% | 32,664 | $1.1M | Reduce -39.2% |
| HD Home Depot Inc. | 0.09% | 2,724 | $1.1M | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.08% | 4,725 | $1.1M | Reduce -1.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 42,173 | $1.1M | Add +2.9% |
| CAT Caterpillar Inc. | 0.08% | 2,185 | $1.0M | Reduce -0.9% |
| COP Conocophillips | 0.08% | 10,377 | $982K | Add +6.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.08% | 41,641 | $981K | Reduce -3.9% |
| DISV Dimensional International SM | 0.07% | 26,800 | $956K | Reduce -3.0% |
| DIHP Dimensional International Hi | 0.07% | 31,445 | $956K | Add +6.0% |
| UNH Unitedhealth Group Inc. | 0.07% | 2,759 | $953K | Add +10.3% |
| PANW Palo Alto Networks Inc. | 0.07% | 4,506 | $918K | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.07% | 10,567 | $887K | Add +8.9% |
| SUB iShares Short-Term National | 0.07% | 7,930 | $847K | Reduce -31.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 16,299 | $841K | Reduce -7.8% |
| LLY Eli Lilly & Co. | 0.06% | 1,100 | $840K | Reduce -11.2% |
| AMD Advanced Micro Devices | 0.06% | 5,165 | $836K | Add +2.2% |
| MCD McDonald's Corp. | 0.06% | 2,730 | $830K | Reduce -1.4% |
| AMGN Amgen Inc. | 0.06% | 2,891 | $816K | Reduce -2.1% |
| QCOM Qualcomm Inc. | 0.06% | 4,891 | $814K | Reduce -5.2% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 4,421 | $806K | Add +0.3% |
| ESGE iShares Inc. iShares ESG Awar | 0.06% | 18,170 | $789K | Add +8.7% |
| MA Mastercard Inc. Class A | 0.06% | 1,372 | $781K | Reduce -2.6% |
| IBTI iShares Ibonds Dec 2028 Term | 0.06% | 34,861 | $780K | Reduce -13.9% |
| PH Parker Hannifin Corp. | 0.06% | 1,008 | $764K | Add +2.4% |
| DELL Dell Technologies -C | 0.06% | 5,332 | $756K | Add +9.6% |
| BLK BlackRock Inc. | 0.06% | 648 | $755K | Add +6.9% |
| VXUS Vanguard Total Intl Stock | 0.06% | 10,090 | $741K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.06% | 10,799 | $739K | Add +7.8% |
| NXPI NXP Semiconductors NV | 0.06% | 3,242 | $738K | Reduce -2.0% |
| CRM Salesforce Inc. | 0.06% | 3,070 | $728K | Add +19.8% |
| SGOV iShares 0-3 Month Treasury B | 0.06% | 7,188 | $724K | No change |
| WFC Wells Fargo & Co. | 0.06% | 8,605 | $721K | Add +3.3% |
| COST Costco Wholesale Corp. | 0.06% | 775 | $717K | Add +0.3% |
| PEP Pepsico Inc. | 0.06% | 5,105 | $717K | Add +1.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.05% | 22,540 | $702K | Reduce -3.4% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 25,671 | $701K | Add +6.8% |
| MCK McKesson Corp. | 0.05% | 893 | $690K | Reduce -1.5% |
| T AT&T Inc. | 0.05% | 24,346 | $688K | Add +1.9% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.05% | 30,275 | $681K | Add +29.7% |
| SPIN SS US Equity Prem Inc. ETF | 0.05% | 21,417 | $676K | Reduce -2.5% |
| ICVT iShares Convertible Bond ETF | 0.05% | 6,385 | $639K | Add +9.4% |
| RTX RTX Corp. | 0.05% | 3,811 | $638K | Reduce -9.5% |
| IAU iShares Gold Trust | 0.05% | 8,761 | $638K | Reduce -12.0% |
| GD General Dynamics Corp. | 0.05% | 1,868 | $637K | Reduce -0.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.05% | 9,333 | $630K | Reduce -24.9% |
| AFL Aflac Inc. | 0.05% | 5,519 | $616K | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.05% | 3,333 | $612K | Reduce -1.4% |
| PM Philip Morris International | 0.05% | 3,764 | $611K | Add +3.3% |
| EAGG iShares ESG Aware US Aggrega | 0.05% | 12,676 | $609K | Reduce -22.2% |
| MET Metlife Inc. | 0.05% | 7,114 | $586K | Add +9.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.04% | 24,749 | $581K | Reduce -12.4% |
| DE Deere & Co. | 0.04% | 1,268 | $580K | Add +2.3% |
| PRU Prudential Financial Inc. | 0.04% | 5,486 | $569K | Add +11.4% |
| ELV Elevance Health Inc. | 0.04% | 1,729 | $559K | Reduce -4.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 5,829 | $555K | Add +4.8% |
| VXF Vanguard Extended Market ETF | 0.04% | 2,633 | $551K | Reduce -3.4% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.04% | 22,985 | $548K | Add +36.9% |
| VZ Verizon Communications Inc. | 0.04% | 12,377 | $544K | Add +6.2% |
| NOW ServiceNow Inc. | 0.04% | 591 | $544K | Reduce -5.4% |
| KO The Coca-Cola Co. | 0.04% | 8,175 | $542K | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.04% | 1,080 | $539K | Add +4.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 7,465 | $533K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.04% | 18,136 | $532K | Add +15.6% |
| WPC WP Carey Inc. | 0.04% | 7,654 | $517K | Add +2.1% |
| TLT iShares 20+ Year Treasury BD | 0.04% | 5,688 | $508K | Reduce -28.2% |
| DFGR Dim Global Real Estate ETF | 0.04% | 18,193 | $497K | Add +13.5% |
| LIN Linde PLC | 0.04% | 1,037 | $493K | Reduce -3.0% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 7,537 | $492K | No change |
| SO The Southern Co. | 0.04% | 5,121 | $485K | Reduce -17.9% |
| AVLV Avantis US Large Cap Value | 0.04% | 6,625 | $479K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.04% | 1,544 | $478K | Add +9.2% |
| ACN Accenture PLC Class A | 0.04% | 1,911 | $471K | Add +0.5% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.04% | 21,393 | $470K | Reduce -10.9% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.04% | 19,879 | $465K | Reduce -2.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 956 | $459K | Add +2.7% |
| MS Morgan Stanley | 0.04% | 2,867 | $456K | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.04% | 572 | $455K | Reduce -7.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.03% | 14,746 | $447K | Reduce -44.4% |
| FERG Ferguson Enterprises Inc. | 0.03% | 1,988 | $446K | New |
| RWR SS SPDR Dow Jones REIT ETF | 0.03% | 4,417 | $443K | Reduce -91.0% |
| MDT Medtronic PLC | 0.03% | 4,553 | $434K | Reduce -0.8% |
| LCTD iShares World Ex U.S. Carbon | 0.03% | 8,110 | $432K | Add +8.8% |
| PYPL PayPal Holdings Inc. | 0.03% | 6,443 | $432K | Reduce -9.3% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.03% | 14,047 | $429K | Reduce -0.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 3,937 | $429K | Reduce -0.1% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 4,587 | $426K | Add +0.7% |
| DFEV Dimensional Emrg MRKT Val | 0.03% | 13,326 | $425K | Add +0.6% |
| LDUR PIMCO Enhanced Low Duration | 0.03% | 4,417 | $425K | Reduce -32.5% |
| KMI Kinder Morgan Inc. | 0.03% | 14,862 | $421K | Add +7.9% |
| PLD Prologis Inc. | 0.03% | 3,530 | $404K | Add +7.6% |
| CMI Cummins Inc. | 0.03% | 953 | $403K | Reduce -5.4% |
| DHR Danaher Corp. | 0.03% | 2,024 | $401K | Add +4.9% |
| PSX Phillips 66 | 0.03% | 2,932 | $399K | Reduce -0.2% |
| CYBR Cyberark Software Ltd./Israel | 0.03% | 824 | $398K | Reduce -1.7% |
| PFE Pfizer Inc. | 0.03% | 15,451 | $394K | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 2,075 | $387K | Reduce -1.8% |
| EVUS iShares ESG Aw MSCI US Value | 0.03% | 12,164 | $383K | New |
| SHOP Shopify Inc. Class A | 0.03% | 2,550 | $379K | Reduce -0.9% |
| FITB Fifth Third Bancorp | 0.03% | 8,458 | $377K | Add +7.3% |
| EPD Enterprise Products Partners | 0.03% | 12,000 | $375K | No change |
| USB US Bancorp | 0.03% | 7,707 | $372K | Add +5.5% |
| LRCX Lam Research Corp. | 0.03% | 2,770 | $371K | Add +2.4% |
| MO Altria Group Inc. | 0.03% | 5,594 | $370K | Reduce -0.9% |
| BDX Becton Dickinson and Co. | 0.03% | 1,959 | $367K | Add +28.2% |
| CI The Cigna Group | 0.03% | 1,261 | $363K | Add +18.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 2,476 | $358K | Reduce -2.5% |
| NSC Norfolk Southern Corp. | 0.03% | 1,171 | $352K | Add +6.9% |
| GII State Street SPDR S&P Global | 0.03% | 5,037 | $351K | Reduce -9.4% |
| AMAT Applied Materials Inc. | 0.03% | 1,682 | $344K | Reduce -12.5% |
| ADP Automatic Data Processing | 0.03% | 1,151 | $338K | Add +2.2% |
| AOM iShares Core 40/60 Moderate | 0.03% | 6,955 | $331K | No change |
| APH Amphenol Corp. Class A | 0.03% | 2,641 | $327K | Add +15.4% |
| ITW Illinois Tool Works | 0.03% | 1,247 | $325K | Reduce -5.1% |
| ABT Abbott Laboratories | 0.02% | 2,356 | $316K | Reduce -5.3% |
| C Citigroup Inc. | 0.02% | 3,089 | $314K | Reduce -9.2% |
| UBER Uber Technologies Inc. | 0.02% | 3,178 | $311K | Reduce -0.9% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 1,013 | $309K | Reduce -2.9% |
| AEP American Electric Power | 0.02% | 2,746 | $309K | Add +4.3% |
| PEG Public Service Enterprise GP | 0.02% | 3,668 | $306K | Add +9.7% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.02% | 13,159 | $306K | Reduce -23.3% |
| XEL Xcel Energy Inc. | 0.02% | 3,765 | $304K | Reduce -0.4% |
| LAMR Lamar Advertising Co. Class A | 0.02% | 2,435 | $298K | Add +8.4% |
| IBIC iShares Ibonds Oct 2026 TT | 0.02% | 11,403 | $296K | Add +2.3% |
| SCHW Schwab (charles) Corp. | 0.02% | 2,997 | $286K | Reduce -4.4% |
| IBIB iShares Ibonds Oct 2025 TT | 0.02% | 11,213 | $286K | No change |
| ISRG Intuitive Surgical Inc. | 0.02% | 638 | $285K | Reduce -11.3% |
| PNC PNC Financial Services Group | 0.02% | 1,403 | $282K | Reduce -0.4% |
| SPTI SS SPDR P Int Term TSY ETF | 0.02% | 9,751 | $282K | Reduce -53.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 3,108 | $281K | Reduce -4.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 287 | $278K | Reduce -21.6% |
| WMB Williams Cos Inc. | 0.02% | 4,352 | $276K | Add +0.6% |
| EME Emcor Group Inc. | 0.02% | 422 | $274K | Add +7.1% |
| CMCSA Comcast Corp. Class A | 0.02% | 8,713 | $274K | Add +6.2% |
| FTNT Fortinet Inc. | 0.02% | 3,190 | $268K | Reduce -22.2% |
| UNP Union Pacific Corp. | 0.02% | 1,117 | $264K | Reduce -21.9% |
| MMM 3M Co. | 0.02% | 1,669 | $259K | Reduce -48.6% |
| LOW Lowe's Cos Inc. | 0.02% | 1,013 | $255K | Reduce -10.2% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.02% | 10,508 | $251K | Reduce -9.3% |
| IWM iShares Russell 2000 ETF | 0.02% | 1,031 | $249K | Reduce -1.0% |
| ETN Eaton Corp. PLC | 0.02% | 665 | $249K | Reduce -16.8% |
| MU Micron Technology Inc. | 0.02% | 1,485 | $249K | Reduce -3.3% |
| ADBE Adobe Inc. | 0.02% | 704 | $248K | Reduce -18.8% |
| BA The Boeing Co. | 0.02% | 1,135 | $245K | Reduce -2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 2,122 | $243K | Reduce -15.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 944 | $240K | Reduce -31.0% |
| DD Dupont DE Nemours Inc. | 0.02% | 3,080 | $240K | New |
| MSI Motorola Solutions Inc. | 0.02% | 522 | $239K | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 787 | $237K | New |
| PSK SS SPDR Ice Pref Sec ETF | 0.02% | 7,066 | $234K | Reduce -2.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.02% | 10,546 | $234K | Add +3.0% |
| DWX State Street SPDR S&P Intern | 0.02% | 5,430 | $232K | Reduce -9.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 823 | $230K | Reduce -78.9% |
| CW Curtiss-Wright Corp. | 0.02% | 419 | $227K | New |
| GIS General Mills Inc. | 0.02% | 4,442 | $224K | Add +5.0% |
| OBDC Blue Owl Capital Corp. | 0.02% | 17,489 | $223K | Add +1.3% |
| IWO iShares Russell 2000 Growth | 0.02% | 683 | $219K | New |
| PGR Progressive Corp. | 0.02% | 877 | $217K | Reduce -1.5% |
| ANET Arista Networks Inc. | 0.02% | 1,475 | $215K | New |
| FIX Comfort Systems USA Inc. | 0.02% | 259 | $214K | New |
| SPAB SS SPDR P Agg Bond ETF | 0.02% | 8,182 | $212K | Reduce -96.4% |
| IWV iShares Russell 3000 ETF | 0.02% | 555 | $210K | New |
| BX Blackstone Inc. | 0.02% | 1,230 | $210K | New |
| SCHX Schwab US Large-Cap ETF | 0.02% | 7,953 | $209K | Reduce -3.0% |
| SCHF Schwab Intl Equity ETF | 0.02% | 8,968 | $209K | Reduce -2.3% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.02% | 6,322 | $204K | Reduce -3.2% |
| JBTM JBT Marel Corp. | 0.02% | 1,450 | $204K | New |
| EFA iShares MSCI Eafe ETF | 0.02% | 2,176 | $203K | Reduce -16.1% |
| CFLT Confluent Inc. Class A | 0.02% | 10,000 | $198K | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 402 | $197K | Reduce -30.4% |
| WT Wisdomtree Inc. | 0.01% | 11,798 | $164K | Add +4.9% |
| LBRT Liberty Energy Inc. | 0.01% | 11,645 | $144K | Add +4.9% |
| MRVL Marvell Technology Inc. | 0.01% | 1,603 | $135K | New |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,837 | $119K | Reduce -78.7% |