| AAPL Apple Inc. | 26.22% | 756,607 | $155.2M | Reduce -0.9% |
| IAU iShares Gold Trust | 7.40% | 702,089 | $43.8M | Reduce -2.4% |
| AVDX Avidxchange Holdings Inc. | 4.94% | 2,984,149 | $29.2M | No change |
| RSP Invesco S&P 500 Equal Weight | 2.86% | 93,084 | $16.9M | Add +39.1% |
| MSFT Microsoft Corp. | 2.71% | 32,206 | $16.0M | Reduce -8.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.42% | 50,147 | $14.3M | Reduce -3.7% |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 2.03% | 201,327 | $12.0M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.02% | 19,297 | $12.0M | Reduce -21.0% |
| PHYS Sprott Physical Gold Trust | 1.26% | 294,990 | $7.5M | Reduce -1.5% |
| MBSF Regan Floating Rate MBS ETF | 1.22% | 282,992 | $7.2M | Reduce -4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 14,558 | $7.1M | Reduce -3.6% |
| ROBT First Trust Nasdaq Artificia | 1.19% | 145,581 | $7.0M | Add +8.2% |
| BUG Global X Cybersecurity ETF | 1.02% | 162,436 | $6.0M | Add +2.5% |
| VYM Vanguard High DVD Yield ETF | 1.01% | 44,709 | $6.0M | Reduce -3.1% |
| AON Aon PLC Class A | 1.00% | 16,549 | $5.9M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.99% | 31,517 | $5.9M | Reduce -8.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.96% | 68,658 | $5.7M | Reduce -4.4% |
| MUB iShares National Muni Bond E | 0.89% | 50,435 | $5.3M | Reduce -6.4% |
| NVDA Nvidia Corp. | 0.87% | 32,675 | $5.2M | Add +1.3% |
| FTAI Ftai Aviation Ltd. | 0.87% | 44,641 | $5.1M | Add +0.0% |
| EFX Equifax Inc. | 0.77% | 17,676 | $4.6M | Reduce -25.2% |
| AMZN Amazon.com Inc. | 0.77% | 20,868 | $4.6M | Add +0.5% |
| MRK Merck & Co. Inc. | 0.75% | 55,495 | $4.4M | Reduce -4.8% |
| VOO Vanguard S&P 500 ETF | 0.74% | 7,722 | $4.4M | Add +2.7% |
| ADP Automatic Data Processing | 0.72% | 13,773 | $4.3M | Reduce -9.8% |
| VNQ Vanguard Real Estate ETF | 0.71% | 47,136 | $4.2M | Add +19.2% |
| GOOG Alphabet Inc. Class C | 0.69% | 23,115 | $4.1M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.69% | 13,367 | $4.1M | Add +0.1% |
| ABT Abbott Laboratories | 0.67% | 29,173 | $4.0M | Reduce -8.7% |
| JPM JPMorgan Chase & Co. | 0.67% | 13,663 | $4.0M | Reduce -12.1% |
| GOOGL Alphabet Inc. Class A | 0.66% | 22,312 | $3.9M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.66% | 24,468 | $3.9M | Reduce -3.8% |
| INTU Intuit Inc. | 0.61% | 4,588 | $3.6M | Add +0.0% |
| ORCL Oracle Corp. | 0.58% | 15,661 | $3.4M | Add +3.6% |
| IJR iShares Core S&P Small-Cap E | 0.58% | 31,283 | $3.4M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.58% | 25,877 | $3.4M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.54% | 7,582 | $3.2M | Add +3.0% |
| IVV iShares Core S&P 500 ETF | 0.54% | 5,107 | $3.2M | Reduce -1.4% |
| PNC PNC Financial Services Group | 0.51% | 16,227 | $3.0M | Add +0.0% |
| IPAY Amplify Digital Payments ETF | 0.49% | 48,360 | $2.9M | Add +0.3% |
| SO The Southern Co. | 0.48% | 30,697 | $2.8M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.47% | 26,053 | $2.8M | Reduce -0.4% |
| XVV iShares ESG Select Screened | 0.45% | 56,201 | $2.7M | No change |
| JNJ Johnson & Johnson | 0.45% | 17,347 | $2.6M | Reduce -12.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.44% | 64,310 | $2.6M | Reduce -7.5% |
| AFL Aflac Inc. | 0.43% | 24,263 | $2.6M | No change |
| LLY Eli Lilly & Co. | 0.42% | 3,197 | $2.5M | Reduce -2.1% |
| META Meta Platforms Inc. Class A | 0.41% | 3,321 | $2.5M | Add +2.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 28,401 | $2.4M | Add +13.5% |
| CAT Caterpillar Inc. | 0.40% | 6,040 | $2.3M | No change |
| MMM 3M Co. | 0.39% | 15,240 | $2.3M | No change |
| CSCO Cisco Systems Inc. | 0.39% | 33,392 | $2.3M | No change |
| V Visa Inc. Class A | 0.38% | 6,259 | $2.2M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.36% | 7,838 | $2.2M | Reduce -6.0% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 33,869 | $2.1M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.34% | 15,137 | $2.0M | Reduce -15.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 6,537 | $1.9M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 0.32% | 21,399 | $1.9M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.32% | 26,441 | $1.9M | Add +30.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 39,748 | $1.9M | Add +0.7% |
| WMT Walmart Inc. | 0.32% | 19,231 | $1.9M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.31% | 8,054 | $1.9M | Reduce -12.9% |
| QCOM Qualcomm Inc. | 0.31% | 11,624 | $1.9M | Reduce -22.0% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 26,815 | $1.8M | No change |
| HD Home Depot Inc. | 0.28% | 4,580 | $1.7M | Reduce -43.1% |
| GLDM SPDR Gold Minishares Trust | 0.28% | 25,126 | $1.6M | No change |
| MA Mastercard Inc. Class A | 0.27% | 2,817 | $1.6M | Add +0.7% |
| PH Parker Hannifin Corp. | 0.26% | 2,162 | $1.5M | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 5,278 | $1.5M | Reduce -3.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.24% | 14,467 | $1.4M | Add +6.8% |
| XBI SS SPDR S&P Biotech ETF | 0.24% | 16,899 | $1.4M | Reduce -3.0% |
| FIP Ftai Infrastructure Inc. | 0.24% | 226,046 | $1.4M | Add +0.6% |
| ALL Allstate Corp. | 0.23% | 6,710 | $1.4M | No change |
| DUK Duke Energy Corp. | 0.23% | 11,462 | $1.4M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 6,553 | $1.3M | Add +0.5% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.22% | 31,248 | $1.3M | No change |
| COST Costco Wholesale Corp. | 0.22% | 1,286 | $1.3M | Reduce -6.3% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.21% | 32,000 | $1.3M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 9,212 | $1.1M | Reduce -0.5% |
| GRID First TRST Nasd Class Edg Sgiif | 0.19% | 8,122 | $1.1M | No change |
| IBB iShares Biotechnology ETF | 0.19% | 8,828 | $1.1M | No change |
| XLK SS Technology Select Sector | 0.19% | 4,385 | $1.1M | Reduce -6.2% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 19,282 | $1.1M | Reduce -12.7% |
| ARKK ARK Innovation ETF | 0.18% | 15,500 | $1.1M | No change |
| IDRV iShares Self-Driving Ev&tech | 0.18% | 35,522 | $1.1M | Reduce -1.0% |
| RSPH Invesco S&P 500 Equal Weight | 0.18% | 37,200 | $1.1M | No change |
| MYFW First Western Financial Inc. | 0.17% | 45,316 | $1.0M | No change |
| GS Goldman Sachs Group Inc. | 0.17% | 1,436 | $1.0M | Reduce -6.5% |
| NFLX Netflix Inc. | 0.17% | 754 | $1.0M | Reduce -2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 4,226 | $1.0M | No change |
| VGK Vanguard Ftse Europe ETF | 0.17% | 12,727 | $986K | No change |
| BR Broadridge Financial Solutio | 0.17% | 4,015 | $979K | No change |
| YUM Yum! Brands Inc. | 0.17% | 6,593 | $977K | Reduce -5.3% |
| BLK BlackRock Inc. | 0.14% | 806 | $846K | Add +4.3% |
| MCD McDonald's Corp. | 0.14% | 2,819 | $824K | Reduce -39.4% |
| SCHF Schwab Intl Equity ETF | 0.14% | 36,188 | $800K | No change |
| SMH Vaneck Semiconductor ETF | 0.13% | 2,850 | $795K | Reduce -5.0% |
| IWC iShares Micro-Cap ETF | 0.13% | 6,078 | $776K | Reduce -28.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 1,398 | $772K | No change |
| SCHV Schwab US Large-Cap Value | 0.13% | 27,546 | $762K | No change |
| WFC Wells Fargo & Co. | 0.13% | 9,419 | $755K | Reduce -2.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $729K | No change |
| FIS Fidelity National Info Serv | 0.12% | 8,935 | $727K | No change |
| TSLA Tesla Inc. | 0.12% | 2,280 | $724K | Add +0.1% |
| DGS Wisdomtree Em Small Cap | 0.12% | 12,988 | $717K | Reduce -11.4% |
| MDT Medtronic PLC | 0.12% | 8,067 | $709K | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.12% | 3,158 | $681K | No change |
| AMGN Amgen Inc. | 0.11% | 2,375 | $663K | Reduce -13.4% |
| DGRO iShares Core Dividend Growth | 0.11% | 10,247 | $655K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.11% | 2,702 | $641K | No change |
| SYK Stryker Corp. | 0.11% | 1,602 | $635K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.11% | 4,705 | $634K | Add +2.1% |
| SCHM Schwab US Mid Cap ETF | 0.10% | 22,005 | $617K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 1,520 | $617K | Add +0.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.10% | 7,050 | $590K | Reduce -11.9% |
| XLF SS Financial Select Sector | 0.10% | 11,225 | $588K | No change |
| TLT iShares 20+ Year Treasury BD | 0.10% | 6,593 | $582K | No change |
| K Kellanova | 0.09% | 7,000 | $557K | No change |
| CL Colgate-Palmolive Co. | 0.09% | 6,108 | $555K | Reduce -34.5% |
| LHX L3HARRIS Technologies Inc. | 0.09% | 2,172 | $545K | No change |
| NEE Nextera Energy Inc. | 0.09% | 7,725 | $536K | Reduce -1.3% |
| VGT Vanguard Info Tech ETF | 0.09% | 800 | $531K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 1,034 | $527K | Reduce -19.5% |
| IWD iShares Russell 1000 Value E | 0.08% | 2,573 | $500K | Add +2.4% |
| GLD SPDR Gold Shares | 0.08% | 1,633 | $498K | Add +4.5% |
| SLV iShares Silver Trust | 0.08% | 15,000 | $492K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.08% | 4,360 | $482K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 1,500 | $480K | Reduce -25.0% |
| LRCX Lam Research Corp. | 0.08% | 4,890 | $477K | No change |
| BMY Bristol-Myers Squibb Co. | 0.08% | 10,192 | $472K | No change |
| LMT Lockheed Martin Corp. | 0.08% | 1,018 | $471K | No change |
| RTX RTX Corp. | 0.08% | 3,122 | $456K | Reduce -26.7% |
| PFE Pfizer Inc. | 0.08% | 18,724 | $454K | Reduce -0.8% |
| PAYX Paychex Inc. | 0.08% | 3,098 | $451K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.07% | 6,025 | $439K | Add +7.1% |
| AFRM Affirm Holdings Inc. | 0.07% | 6,270 | $434K | Add +1.1% |
| CMCSA Comcast Corp. Class A | 0.07% | 12,025 | $429K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.07% | 4,674 | $425K | No change |
| ACR Acres Commercial Realty Corp. | 0.07% | 23,700 | $425K | Add +0.6% |
| XSD SS SPDR S&P Semiconductor | 0.07% | 1,650 | $423K | No change |
| CVX Chevron Corp. | 0.07% | 2,868 | $411K | Reduce -59.1% |
| KMB Kimberly-Clark Corp. | 0.07% | 3,117 | $406K | No change |
| ADI Analog Devices Inc. | 0.07% | 1,705 | $406K | Add +1.8% |
| SPGI S&P Global Inc. | 0.07% | 769 | $405K | Add +0.1% |
| TPL Texas Pacific Land Corp. | 0.07% | 381 | $402K | No change |
| VZ Verizon Communications Inc. | 0.07% | 9,217 | $399K | Reduce -9.6% |
| PGR Progressive Corp. | 0.07% | 1,485 | $396K | No change |
| VDC Vanguard Consumer Staple ETF | 0.07% | 1,801 | $394K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.07% | 5,500 | $392K | No change |
| WM Waste Management Inc. | 0.07% | 1,700 | $389K | No change |
| HON Honeywell International Inc. | 0.07% | 1,668 | $388K | No change |
| DD Dupont DE Nemours Inc. | 0.07% | 5,620 | $385K | No change |
| DHR Danaher Corp. | 0.06% | 1,936 | $383K | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,388 | $357K | Add +0.8% |
| SCHW Schwab (charles) Corp. | 0.06% | 3,905 | $356K | Add +1.2% |
| IWV iShares Russell 3000 ETF | 0.06% | 1,005 | $353K | No change |
| COP Conocophillips | 0.06% | 3,895 | $350K | No change |
| FISV Fiserv Inc. | 0.06% | 2,000 | $345K | No change |
| DVY iShares Select Dividend ETF | 0.06% | 2,567 | $341K | Reduce -3.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.06% | 4,665 | $339K | No change |
| FICO Fair Isaac Corp. | 0.06% | 185 | $338K | No change |
| IEMG iShares Core MSCI Emerging | 0.06% | 5,612 | $337K | Add +5.0% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 4,232 | $333K | Reduce -3.6% |
| GIS General Mills Inc. | 0.06% | 6,390 | $331K | Reduce -0.8% |
| TDG Transdigm Group Inc. | 0.06% | 214 | $325K | No change |
| ADBE Adobe Inc. | 0.05% | 816 | $316K | Add +0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 1,899 | $314K | No change |
| LOW Lowe's Cos Inc. | 0.05% | 1,411 | $313K | Reduce -58.0% |
| TFC Truist Financial Corp. | 0.05% | 7,274 | $313K | Add +4.7% |
| AEP American Electric Power | 0.05% | 2,992 | $310K | Reduce -4.7% |
| FITB Fifth Third Bancorp | 0.05% | 7,460 | $310K | No change |
| YUMC Yum China Holdings Inc. | 0.05% | 6,895 | $308K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 3,347 | $308K | No change |
| ICLN iShares Global Clean Energy | 0.05% | 23,128 | $303K | Add +3.8% |
| BX Blackstone Inc. | 0.05% | 2,024 | $303K | Add +5.6% |
| VXF Vanguard Extended Market ETF | 0.05% | 1,505 | $290K | Add +0.9% |
| GEV GE Vernova Inc. | 0.05% | 540 | $286K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 2,179 | $269K | Reduce -88.0% |
| NSC Norfolk Southern Corp. | 0.05% | 1,042 | $267K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 600 | $265K | No change |
| PWR Quanta Services Inc. | 0.04% | 699 | $264K | New |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 5,245 | $259K | No change |
| EPP iShares MSCI Pacific Ex Japa | 0.04% | 5,178 | $256K | No change |
| CTVA Corteva Inc. | 0.04% | 3,396 | $253K | Add +0.5% |
| ARQQ Arqit Quantum Inc. | 0.04% | 6,824 | $253K | New |
| KCCA Kraneshares California Carbo | 0.04% | 16,240 | $252K | Reduce -12.1% |
| ITA iShares U.S. Aerospace & Def | 0.04% | 1,299 | $245K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 2,993 | $238K | Reduce -4.5% |
| SOLV Solventum Corp. | 0.04% | 3,075 | $233K | No change |
| INTC Intel Corp. | 0.04% | 10,387 | $233K | Reduce -4.1% |
| CEG Constellation Energy | 0.04% | 712 | $230K | New |
| MS Morgan Stanley | 0.04% | 1,609 | $227K | New |
| CINF Cincinnati Financial Corp. | 0.04% | 1,510 | $226K | No change |
| TRV The Travelers Cos Inc. | 0.04% | 834 | $223K | Reduce -67.1% |
| DGX Quest Diagnostics Inc. | 0.04% | 1,239 | $223K | No change |
| APD Air Products & Chemicals Inc. | 0.04% | 787 | $222K | Add +0.3% |
| DOW Dow Inc. | 0.04% | 8,380 | $222K | No change |
| ED Consolidated Edison Inc. | 0.04% | 2,198 | $221K | New |
| SSB Southstate Bank Corp. | 0.04% | 2,336 | $215K | No change |
| ZTS Zoetis Inc. | 0.04% | 1,368 | $213K | Reduce -16.8% |
| EMN Eastman Chemical Co. | 0.04% | 2,825 | $213K | No change |
| SCHA Schwab US Small-Cap ETF | 0.04% | 8,340 | $211K | Add +2.4% |
| ORLY O'reilly Automotive Inc. | 0.04% | 2,340 | $211K | No change |
| HRTX Heron Therapeutics Inc. | 0.04% | 101,467 | $210K | No change |
| CDW CDW Corp. | 0.04% | 1,171 | $209K | New |
| TGT Target Corp. | 0.04% | 2,111 | $208K | No change |
| VLY Valley National Bancorp | 0.04% | 23,029 | $208K | No change |
| APH Amphenol Corp. Class A | 0.03% | 2,076 | $205K | New |
| UNH Unitedhealth Group Inc. | 0.03% | 654 | $204K | Reduce -12.3% |
| BSTZ BlackRock Sci & Tech TRM TR | 0.03% | 9,791 | $203K | New |
| AMAT Applied Materials Inc. | 0.03% | 1,093 | $200K | New |
| AXP American Express Co. | 0.03% | 627 | $200K | Reduce -19.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 1,057 | $188K | Add +1.6% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.03% | 2,500 | $186K | No change |
| EWJ iShares MSCI Japan ETF | 0.03% | 2,390 | $179K | No change |
| IHI iShares U.S. Medical Devices | 0.03% | 2,700 | $169K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 1,200 | $166K | Add +9.5% |
| SCHB Schwab US Broad Market ETF | 0.03% | 6,750 | $161K | No change |
| IVE iShares S&P 500 Value ETF | 0.03% | 756 | $148K | No change |
| USRT iShares Core US REIT ETF | 0.02% | 2,306 | $130K | No change |
| EMXF iShares ESG Adv MSCI Em ETF | 0.02% | 2,877 | $123K | No change |
| AGG iShares Core U.S. Aggregate | 0.02% | 1,033 | $102K | Reduce -4.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 1,289 | $97K | New |
| XAR SS SPDR S&P Aerospace Def | 0.02% | 450 | $95K | Add +80.0% |
| VLUE iShares MSCI USA Value Facto | 0.02% | 800 | $91K | No change |
| TLH iShares 10-20 Year Treasury | 0.01% | 785 | $80K | No change |
| XLE SS Energy Select Sector | 0.01% | 900 | $76K | Reduce -28.0% |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 550 | $75K | Add +57.1% |
| IYW iShares Ustechnology ETF | 0.01% | 400 | $69K | No change |
| FXL First Trust Technology Alpha | 0.01% | 438 | $69K | New |
| CELU Celularity Inc. Class A | 0.01% | 35,000 | $69K | No change |
| ICF iShares Select U.S. REIT ETF | 0.01% | 1,000 | $61K | No change |
| TIP iShares Tips Bond ETF | 0.01% | 545 | $60K | Add +81.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 730 | $60K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 396 | $52K | No change |
| BND Vanguard Total Bond Market | 0.01% | 690 | $51K | No change |
| EIS iShares MSCI Israel ETF | 0.01% | 533 | $51K | No change |
| FXN First Trust Energy Alphadex | 0.01% | 3,226 | $49K | New |
| IWN iShares Russell 2000 Value E | 0.01% | 298 | $47K | No change |
| IXUS iShares Core Intl Stock ETF | 0.01% | 603 | $47K | No change |
| VT Vanguard Tot World STK ETF | 0.01% | 323 | $42K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.01% | 1,394 | $41K | No change |
| PHO Invesco Water Resources ETF | 0.01% | 550 | $38K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 175 | $38K | No change |
| CQQQ Invesco China Technology ETF | 0.01% | 841 | $37K | No change |
| PSCT Invesco S&P Smallcap Informa | 0.01% | 735 | $34K | No change |
| ILF iShares Latin America 40 ETF | 0.01% | 1,200 | $31K | Add +146.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.01% | 71 | $31K | New |
| XLP SS Consumer Staples Sel Sect | 0.00% | 350 | $28K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 250 | $27K | Reduce -16.7% |
| EEM iShares MSCI Emerging Market | 0.00% | 500 | $24K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 200 | $24K | New |
| DFAC Dimensional US Core Equity 2 | 0.00% | 629 | $23K | No change |
| REET iShares Global REIT ETF | 0.00% | 850 | $21K | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 662 | $19K | No change |
| XLB SS Materials Select Sector | 0.00% | 200 | $18K | No change |
| PFM Invesco Dividend Achievers E | 0.00% | 352 | $17K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.00% | 650 | $17K | No change |
| IGM iShares Expanded Tech Sector | 0.00% | 138 | $16K | No change |
| XLI SS Industrial Select Sector | 0.00% | 100 | $15K | No change |
| ITOT iShares Core S&P Total U.S. | 0.00% | 105 | $14K | No change |
| IGV iShares Expanded Tech-Softwa | 0.00% | 125 | $14K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 750 | $13K | Reduce -50.0% |
| RDVY First Trust Rising Dividend | 0.00% | 199 | $12K | No change |
| SOXX iShares Semiconductor ETF | 0.00% | 50 | $12K | Reduce -50.0% |
| SCHD Schwab US DVD Equity ETF | 0.00% | 450 | $12K | No change |
| DFAI Dimensional International Co. | 0.00% | 340 | $12K | No change |
| PBUS Invesco MSCI USA ETF | 0.00% | 142 | $9K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 136 | $7K | New |
| XMLV Invesco S&P Midcap Low Volat | 0.00% | 100 | $6K | Reduce -50.0% |
| IWO iShares Russell 2000 Growth | 0.00% | 20 | $6K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 10 | $1K | New |
| EPI Wisdomtree India Earnings | 0.00% | 20 | $949 | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.00% | 8 | $867 | New |
| BLOK Amplify Blockchain Tech ETF | 0.00% | 10 | $571 | No change |
| ARKW ARK Next Generation Technolo | 0.00% | 2 | $295 | No change |
| GLOBAL X CLEANTECH ETF | 0.00% | 38 | $271 | New |
| GENZ Vaneck Digital Native Econom | 0.00% | 5 | $212 | No change |
| KARS Kraneshares Electric Vehicle | 0.00% | 5 | $110 | No change |
| AWAY Amplify Travel Tech ETF | 0.00% | 5 | $108 | No change |