| SPYM Ste STR SPDR PT S&P 500 ETF | 6.82% | 1,133,896 | $91.0M | Add +1.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.67% | 1,243,266 | $75.6M | Add +2.2% |
| IVE iShares S&P 500 Value ETF | 5.24% | 329,691 | $69.9M | Add +38.5% |
| IVW iShares S&P 500 Growth ETF | 4.46% | 482,689 | $59.5M | Add +0.8% |
| XLG Invesco S&P 500 Top 50 ETF | 4.38% | 985,939 | $58.4M | Add +2.1% |
| EFV iShares MSCI Eafe Value ETF | 3.54% | 660,825 | $47.2M | Reduce -8.2% |
| VONE Vanguard Russell 1000 | 3.03% | 130,664 | $40.4M | Reduce -3.4% |
| IEMG iShares Core MSCI Emerging | 2.88% | 572,437 | $38.5M | Add +1.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.86% | 835,814 | $38.2M | Add +15.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.66% | 798,373 | $35.5M | Add +23.6% |
| QUAL iShares MSCI USA Quality Fac | 2.62% | 176,184 | $35.0M | Reduce -45.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.53% | 49,553 | $33.8M | Add +2.2% |
| SPMO Invesco S&P 500 Momentum ETF | 2.14% | 239,034 | $28.5M | Add +58.5% |
| THRO iShares U.S. Thematic Rotati | 2.13% | 738,477 | $28.5M | Add +3.1% |
| BAI Ishrs AI in and Tech Act ETF | 2.11% | 845,384 | $28.2M | Add +4.6% |
| SCHZ Schwab US Aggregate Bond ETF | 1.96% | 1,116,835 | $26.1M | Reduce -5.4% |
| AVEM Avantis Emerging Markets Eq | 1.74% | 300,787 | $23.2M | Add +98.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 1.73% | 499,775 | $23.1M | Reduce -7.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.68% | 483,015 | $22.5M | Add +3.7% |
| XLSR SS US Sector Rotation | 1.60% | 342,395 | $21.3M | Add +2.9% |
| SPEM State Street SP PTF Em ETF | 1.47% | 419,004 | $19.6M | Add +3.4% |
| IWB iShares Russell 1000 ETF | 1.44% | 51,368 | $19.2M | Reduce -5.3% |
| AAPL Apple Inc. | 1.33% | 65,290 | $17.7M | Reduce -4.0% |
| VEA Vanguard Ftse Developed ETF | 1.21% | 258,218 | $16.1M | Reduce -6.6% |
| MBB iShares MBS ETF | 1.13% | 157,865 | $15.0M | Add +1.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.07% | 303,728 | $14.2M | Reduce -11.8% |
| NVDA Nvidia Corp. | 1.06% | 75,784 | $14.1M | Add +1.1% |
| SHLD Global X Defense Tech ETF | 1.04% | 213,820 | $13.9M | Add +6.2% |
| DFAC Dimensional US Core Equity 2 | 0.99% | 332,981 | $13.2M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.97% | 240,248 | $12.9M | Reduce -4.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.95% | 480,303 | $12.7M | Add +97.7% |
| GLDM SPDR Gold Minishares Trust | 0.91% | 142,920 | $12.2M | Reduce -8.2% |
| FISR SS Fi Sector Rotation | 0.87% | 448,798 | $11.6M | Add +88.8% |
| MSFT Microsoft Corp. | 0.87% | 24,034 | $11.6M | Reduce -1.6% |
| IAGG iShares Intl Aggregate Bond | 0.85% | 226,200 | $11.3M | Add +0.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.84% | 213,536 | $11.3M | Add +2.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.75% | 172,846 | $10.0M | Add +6.5% |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.64% | 332,887 | $8.5M | Add +9.6% |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.63% | 294,856 | $8.4M | Reduce -21.1% |
| AVGO Broadcom Inc. | 0.58% | 22,418 | $7.8M | Add +4.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.56% | 181,612 | $7.5M | Add +11.4% |
| GOOG Alphabet Inc. Class C | 0.54% | 22,837 | $7.2M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 0.52% | 29,806 | $6.9M | Reduce -5.2% |
| GWX State Street SPDR S&P Intern | 0.49% | 159,524 | $6.5M | Add +2.9% |
| GOOGL Alphabet Inc. Class A | 0.46% | 19,599 | $6.1M | Reduce -5.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.43% | 50,154 | $5.7M | Reduce -41.1% |
| VTWO Vanguard Russell 2000 ETF | 0.41% | 55,410 | $5.5M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.38% | 12,854 | $5.1M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 0.36% | 7,050 | $4.8M | Add +38.4% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 0.34% | 234,456 | $4.5M | Add +14.3% |
| XOM Exxon Mobil Corp. | 0.33% | 36,599 | $4.4M | Reduce -2.0% |
| EBND State Street SPDR Bloomberg | 0.33% | 205,949 | $4.4M | Add +10.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.31% | 52,598 | $4.1M | Reduce -9.7% |
| META Meta Platforms Inc. Class A | 0.29% | 5,799 | $3.8M | Add +1.6% |
| MUB iShares National Muni Bond E | 0.28% | 35,051 | $3.8M | Reduce -31.0% |
| RWO State Street SPDR Dow Jones | 0.26% | 75,900 | $3.4M | Add +9.3% |
| DUHP Dimensional US High Profi Et | 0.25% | 87,009 | $3.3M | Add +4.0% |
| DFSV Dimensional US Small Cap Val | 0.25% | 100,353 | $3.3M | Add +3.1% |
| EMB iShares JP Morgan Usd Emergi | 0.24% | 33,578 | $3.2M | Add +2.0% |
| DFIC Dimensional International Co. | 0.24% | 91,096 | $3.1M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.23% | 9,659 | $3.1M | Reduce -5.1% |
| DFSD Dimensional Short Duration | 0.20% | 55,493 | $2.7M | Add +12.5% |
| WMT Walmart Inc. | 0.20% | 23,553 | $2.6M | Add +1.5% |
| DFCF Dimensional Core Fixed Inc. | 0.19% | 60,127 | $2.6M | Add +12.7% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.19% | 47,702 | $2.5M | Add +13.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.19% | 91,067 | $2.5M | Reduce -0.7% |
| LCTU iShares U.S. Carbon Transiti | 0.18% | 33,319 | $2.5M | Reduce -3.5% |
| DGCB Dimensional Global Credit | 0.17% | 41,617 | $2.3M | Add +16.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 6,655 | $2.2M | Reduce -8.6% |
| DFGP Dimensional GLBL Core PL Fix | 0.17% | 40,950 | $2.2M | Add +8.6% |
| SPHY SS SPDR P High Yield ETF | 0.16% | 90,016 | $2.1M | Add +11.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 3,881 | $2.0M | Add +9.1% |
| JNJ Johnson & Johnson | 0.15% | 9,414 | $1.9M | Reduce -2.1% |
| GOVT iShares US Treasury Bond ETF | 0.14% | 81,784 | $1.9M | Add +4.0% |
| ESGU iShares ESG Aware MSCI USA | 0.14% | 12,122 | $1.8M | Reduce -14.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.14% | 74,440 | $1.8M | Add +0.4% |
| ORCL Oracle Corp. | 0.14% | 9,253 | $1.8M | Add +0.3% |
| JNK SS SPDR BB High Yield Bond | 0.13% | 17,380 | $1.7M | Reduce -72.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 5,667 | $1.7M | Reduce -1.0% |
| IYW iShares Ustechnology ETF | 0.12% | 8,331 | $1.7M | Reduce -12.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.12% | 12,697 | $1.6M | Reduce -3.3% |
| V Visa Inc. Class A | 0.12% | 4,627 | $1.6M | Reduce -8.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 2,634 | $1.6M | Reduce -5.4% |
| CVX Chevron Corp. | 0.12% | 10,384 | $1.6M | Reduce -4.5% |
| SYSB iShares Systematic Bond ETF | 0.11% | 16,361 | $1.5M | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 60,053 | $1.5M | Add +0.5% |
| SPLB SS SPDR P Long Term C ETF | 0.11% | 64,187 | $1.4M | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.11% | 62,239 | $1.4M | Add +0.4% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 6,410 | $1.4M | Reduce -0.4% |
| TSLA Tesla Inc. | 0.10% | 3,097 | $1.4M | Reduce -1.2% |
| DFEM Dimensional Emrg MRKT Core | 0.10% | 40,673 | $1.3M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 0.10% | 2,090 | $1.3M | Add +8.5% |
| INTU Intuit Inc. | 0.10% | 1,940 | $1.3M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.09% | 8,713 | $1.2M | Add +0.6% |
| XLK SS Technology Select Sector | 0.09% | 8,618 | $1.2M | Reduce -13.0% |
| LLY Eli Lilly & Co. | 0.09% | 1,152 | $1.2M | Add +4.7% |
| AMD Advanced Micro Devices | 0.09% | 5,745 | $1.2M | Add +11.2% |
| CAT Caterpillar Inc. | 0.09% | 2,081 | $1.2M | Reduce -4.8% |
| USXF iShares ESG Advance MSCI USA | 0.09% | 20,470 | $1.2M | Reduce -2.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.09% | 51,173 | $1.1M | Add +0.6% |
| CSX CSX Corp. | 0.09% | 31,695 | $1.1M | Reduce -0.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 44,256 | $1.1M | Add +4.9% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.08% | 30,683 | $1.1M | No change |
| WDAY Workday Inc. Class A | 0.08% | 5,098 | $1.1M | Reduce -9.6% |
| MRK Merck & Co. Inc. | 0.08% | 10,286 | $1.1M | Reduce -2.7% |
| DISV Dimensional International SM | 0.08% | 27,672 | $1.1M | Add +3.3% |
| DIHP Dimensional International Hi | 0.08% | 32,394 | $1.0M | Add +3.0% |
| ABBV Abbvie Inc. | 0.07% | 4,356 | $995K | Reduce -7.8% |
| HD Home Depot Inc. | 0.07% | 2,827 | $973K | Add +3.8% |
| COP Conocophillips | 0.07% | 10,316 | $966K | Reduce -0.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.07% | 41,207 | $964K | Reduce -1.0% |
| AMGN Amgen Inc. | 0.07% | 2,896 | $948K | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.07% | 2,809 | $927K | Add +1.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 20,967 | $926K | Add +15.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 16,009 | $881K | Reduce -1.8% |
| PH Parker Hannifin Corp. | 0.06% | 986 | $867K | Reduce -2.2% |
| MCD McDonald's Corp. | 0.06% | 2,727 | $834K | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.06% | 4,849 | $829K | Reduce -0.9% |
| DELL Dell Technologies -C | 0.06% | 6,268 | $789K | Add +17.6% |
| IBTI iShares Ibonds Dec 2028 Term | 0.06% | 35,008 | $783K | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 4,381 | $779K | Reduce -0.9% |
| PEP Pepsico Inc. | 0.06% | 5,414 | $777K | Add +6.0% |
| WFC Wells Fargo & Co. | 0.06% | 8,253 | $769K | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 0.06% | 9,859 | $759K | Reduce -8.7% |
| ACN Accenture PLC Class A | 0.06% | 2,812 | $754K | Add +47.1% |
| VXUS Vanguard Total Intl Stock | 0.06% | 9,946 | $750K | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.06% | 3,999 | $737K | Reduce -11.3% |
| SPIN SS US Equity Prem Inc. ETF | 0.06% | 22,668 | $735K | Add +5.8% |
| MA Mastercard Inc. Class A | 0.05% | 1,284 | $733K | Reduce -6.4% |
| NFLX Netflix Inc. | 0.05% | 7,766 | $728K | Reduce -16.9% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 26,397 | $724K | Add +2.8% |
| ICVT iShares Convertible Bond ETF | 0.05% | 7,317 | $721K | Add +14.6% |
| NXPI NXP Semiconductors NV | 0.05% | 3,239 | $703K | Reduce -0.1% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.05% | 30,403 | $679K | Add +0.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.05% | 21,355 | $673K | Reduce -5.3% |
| MCK McKesson Corp. | 0.05% | 811 | $665K | Reduce -9.2% |
| BLK BlackRock Inc. | 0.05% | 620 | $664K | Reduce -4.3% |
| RTX RTX Corp. | 0.05% | 3,615 | $663K | Reduce -5.1% |
| GS Goldman Sachs Group Inc. | 0.05% | 747 | $656K | Add +30.6% |
| IAU iShares Gold Trust | 0.05% | 8,065 | $655K | Reduce -7.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.05% | 9,004 | $654K | Reduce -3.5% |
| COST Costco Wholesale Corp. | 0.05% | 755 | $651K | Reduce -2.6% |
| SPAB SS SPDR P Agg Bond ETF | 0.05% | 25,005 | $644K | Add +205.6% |
| PRU Prudential Financial Inc. | 0.05% | 5,677 | $641K | Add +3.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.05% | 21,658 | $634K | Add +19.4% |
| EVUS iShares ESG Aw MSCI US Value | 0.05% | 19,394 | $621K | Add +59.4% |
| GD General Dynamics Corp. | 0.05% | 1,845 | $621K | Reduce -1.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 6,528 | $615K | Add +12.0% |
| PM Philip Morris International | 0.05% | 3,812 | $611K | Add +1.3% |
| ELV Elevance Health Inc. | 0.05% | 1,718 | $602K | Reduce -0.6% |
| NOW ServiceNow Inc. | 0.05% | 3,927 | $602K | Add +32.9% |
| DE Deere & Co. | 0.04% | 1,272 | $592K | Add +0.3% |
| MET Metlife Inc. | 0.04% | 7,360 | $581K | Add +3.5% |
| EAGG iShares ESG Aware US Aggrega | 0.04% | 12,136 | $581K | Reduce -4.3% |
| OEF iShares S&P 100 ETF | 0.04% | 1,684 | $578K | New |
| KO The Coca-Cola Co. | 0.04% | 8,089 | $565K | Reduce -1.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.04% | 23,762 | $556K | Reduce -4.0% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.04% | 23,045 | $546K | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 0.04% | 6,868 | $535K | Reduce -72.9% |
| SUB iShares Short-Term National | 0.04% | 5,003 | $534K | Reduce -36.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 17,489 | $528K | Add +18.6% |
| VZ Verizon Communications Inc. | 0.04% | 12,915 | $526K | Add +4.3% |
| LMT Lockheed Martin Corp. | 0.04% | 1,087 | $526K | Add +0.7% |
| T AT&T Inc. | 0.04% | 20,826 | $517K | Reduce -14.5% |
| TXN Texas Instruments Inc. | 0.04% | 2,922 | $507K | Reduce -12.3% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.04% | 21,911 | $506K | Add +10.2% |
| DFGR Dim Global Real Estate ETF | 0.04% | 19,009 | $502K | Add +4.5% |
| PLD Prologis Inc. | 0.04% | 3,917 | $500K | Add +11.0% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 7,537 | $497K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 6,705 | $493K | Reduce -10.2% |
| MS Morgan Stanley | 0.04% | 2,770 | $492K | Reduce -3.4% |
| CMI Cummins Inc. | 0.03% | 913 | $466K | Reduce -4.2% |
| CRM Salesforce Inc. | 0.03% | 1,759 | $466K | Reduce -42.7% |
| LRCX Lam Research Corp. | 0.03% | 2,715 | $465K | Reduce -2.0% |
| DHR Danaher Corp. | 0.03% | 2,012 | $461K | Reduce -0.6% |
| SO The Southern Co. | 0.03% | 5,256 | $458K | Add +2.6% |
| DEHP Dimensional Emrg MRK Hi Prof | 0.03% | 14,117 | $455K | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 930 | $454K | Reduce -2.7% |
| DFEV Dimensional Emrg MRKT Val | 0.03% | 13,410 | $452K | Add +0.6% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 20,526 | $450K | Reduce -4.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 3,875 | $450K | Reduce -1.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.03% | 1,734 | $449K | Add +12.3% |
| AVLV Avantis US Large Cap Value | 0.03% | 5,878 | $445K | Reduce -11.3% |
| MDT Medtronic PLC | 0.03% | 4,461 | $429K | Reduce -2.0% |
| SHOP Shopify Inc. Class A | 0.03% | 2,650 | $427K | Add +3.9% |
| PSX Phillips 66 | 0.03% | 3,305 | $426K | Add +12.7% |
| RWR SS SPDR Dow Jones REIT ETF | 0.03% | 4,339 | $426K | Reduce -1.8% |
| LIN Linde PLC | 0.03% | 993 | $423K | Reduce -4.2% |
| KMI Kinder Morgan Inc. | 0.03% | 15,166 | $417K | Add +2.0% |
| VXF Vanguard Extended Market ETF | 0.03% | 1,962 | $410K | Reduce -25.5% |
| USB US Bancorp | 0.03% | 7,657 | $409K | Reduce -0.7% |
| FITB Fifth Third Bancorp | 0.03% | 8,686 | $407K | Add +2.7% |
| WPC WP Carey Inc. | 0.03% | 6,287 | $405K | Reduce -17.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,326 | $403K | Add +61.1% |
| GII State Street SPDR S&P Global | 0.03% | 5,597 | $391K | Add +11.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 2,041 | $390K | Reduce -1.6% |
| PFE Pfizer Inc. | 0.03% | 15,636 | $389K | Add +1.2% |
| BDX Becton Dickinson and Co. | 0.03% | 1,992 | $387K | Add +1.7% |
| AFL Aflac Inc. | 0.03% | 3,502 | $386K | Reduce -36.5% |
| EPD Enterprise Products Partners | 0.03% | 12,000 | $385K | No change |
| CI The Cigna Group | 0.03% | 1,382 | $380K | Add +9.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 2,439 | $375K | Reduce -1.5% |
| APH Amphenol Corp. Class A | 0.03% | 2,765 | $374K | Add +4.7% |
| SCHW Schwab (charles) Corp. | 0.03% | 3,720 | $372K | Add +24.1% |
| ESGD iShares Trust iShares ESG Aw | 0.03% | 3,876 | $369K | Reduce -15.5% |
| FERG Ferguson Enterprises Inc. | 0.03% | 1,633 | $364K | Reduce -17.9% |
| CYBR Cyberark Software Ltd./Israel | 0.03% | 812 | $362K | Reduce -1.5% |
| ISRG Intuitive Surgical Inc. | 0.03% | 614 | $348K | Reduce -3.8% |
| LCTD iShares World Ex U.S. Carbon | 0.03% | 6,232 | $341K | Reduce -23.2% |
| C Citigroup Inc. | 0.03% | 2,898 | $338K | Reduce -6.2% |
| NSC Norfolk Southern Corp. | 0.03% | 1,171 | $338K | No change |
| MO Altria Group Inc. | 0.02% | 5,769 | $333K | Add +3.1% |
| AOM iShares Core 40/60 Moderate | 0.02% | 6,955 | $332K | No change |
| LAMR Lamar Advertising Co. Class A | 0.02% | 2,508 | $317K | Add +3.0% |
| AEP American Electric Power | 0.02% | 2,744 | $316K | Reduce -0.1% |
| PEG Public Service Enterprise GP | 0.02% | 3,847 | $309K | Add +4.9% |
| PYPL PayPal Holdings Inc. | 0.02% | 5,290 | $309K | Reduce -17.9% |
| ADP Automatic Data Processing | 0.02% | 1,182 | $304K | Add +2.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.02% | 10,493 | $303K | Add +7.6% |
| ITW Illinois Tool Works | 0.02% | 1,220 | $300K | Reduce -2.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 276 | $295K | Reduce -3.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 3,300 | $294K | Add +6.2% |
| LHX L3HARRIS Technologies Inc. | 0.02% | 996 | $292K | Reduce -1.7% |
| ABT Abbott Laboratories | 0.02% | 2,332 | $292K | Reduce -1.0% |
| IBIC iShares Ibonds Oct 2026 TT | 0.02% | 11,403 | $291K | No change |
| PNC PNC Financial Services Group | 0.02% | 1,375 | $287K | Reduce -2.0% |
| AMAT Applied Materials Inc. | 0.02% | 1,110 | $285K | Reduce -34.0% |
| CMCSA Comcast Corp. Class A | 0.02% | 9,447 | $282K | Add +8.4% |
| XEL Xcel Energy Inc. | 0.02% | 3,745 | $277K | Reduce -0.5% |
| MU Micron Technology Inc. | 0.02% | 951 | $272K | Reduce -36.0% |
| ITA iShares U.S. Aerospace & Def | 0.02% | 1,260 | $271K | New |
| UBER Uber Technologies Inc. | 0.02% | 3,272 | $267K | Add +3.0% |
| EME Emcor Group Inc. | 0.02% | 437 | $267K | Add +3.5% |
| DWX State Street SPDR S&P Intern | 0.02% | 5,987 | $263K | Add +10.3% |
| WMB Williams Cos Inc. | 0.02% | 4,348 | $261K | Reduce -0.1% |
| PSK SS SPDR Ice Pref Sec ETF | 0.02% | 8,201 | $260K | Add +16.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.02% | 11,679 | $258K | Add +10.7% |
| LUV Southwest Airlines Co. | 0.02% | 6,130 | $253K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 974 | $251K | Add +3.2% |
| FTNT Fortinet Inc. | 0.02% | 3,161 | $251K | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.02% | 1,061 | $245K | Reduce -5.0% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.02% | 10,326 | $244K | Reduce -1.7% |
| BA The Boeing Co. | 0.02% | 1,090 | $237K | Reduce -4.0% |
| EFA iShares MSCI Eafe ETF | 0.02% | 2,462 | $236K | Add +13.1% |
| OBDC Blue Owl Capital Corp. | 0.02% | 19,004 | $236K | Add +8.7% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 736 | $227K | Reduce -6.5% |
| CW Curtiss-Wright Corp. | 0.02% | 411 | $227K | Reduce -1.9% |
| INTA Intapp Inc. | 0.02% | 4,861 | $223K | New |
| IWO iShares Russell 2000 Growth | 0.02% | 683 | $221K | No change |
| IWM iShares Russell 2000 ETF | 0.02% | 889 | $219K | Reduce -13.8% |
| ADBE Adobe Inc. | 0.02% | 623 | $218K | Reduce -11.5% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.02% | 6,792 | $218K | Add +7.4% |
| TLH iShares 10-20 Year Treasury | 0.02% | 2,135 | $217K | New |
| SCHF Schwab Intl Equity ETF | 0.02% | 8,968 | $216K | No change |
| JBTM JBT Marel Corp. | 0.02% | 1,429 | $215K | Reduce -1.4% |
| FCNCA First Citizens Bcshs Class A | 0.02% | 98 | $210K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.02% | 4,850 | $210K | New |
| LOW Lowe's Cos Inc. | 0.02% | 868 | $209K | Reduce -14.3% |
| SCHX Schwab US Large-Cap ETF | 0.02% | 7,584 | $204K | Reduce -4.6% |
| TLT iShares 20+ Year Treasury BD | 0.02% | 2,336 | $204K | Reduce -58.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 4,896 | $202K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 408 | $191K | Add +1.5% |
| WT Wisdomtree Inc. | 0.01% | 12,051 | $147K | Add +2.1% |
| ZS Zscaler Inc. | 0.01% | 596 | $134K | New |
| IBIT iShares Bitcoin Trust ETF | 0.01% | 1,946 | $97K | Add +5.9% |