| IVV iShares Core S&P 500 ETF | 5.34% | 43,651 | $25.7M | Add +67.8% |
| TLT iShares 20+ Year Treasury BD | 4.04% | 222,540 | $19.4M | Add +122.2% |
| AGG iShares Core U.S. Aggregate | 3.58% | 177,669 | $17.2M | Add +60.7% |
| SGOV iShares 0-3 Month Treasury B | 3.26% | 156,306 | $15.7M | Add +52.0% |
| AAPL Apple Inc. | 3.12% | 59,873 | $15.0M | Add +26.9% |
| VNLA Janus Henderson Short Durati | 2.95% | 290,531 | $14.2M | Add +50.8% |
| IJR iShares Core S&P Small-Cap E | 2.87% | 119,910 | $13.8M | Add +75.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.87% | 52,238 | $13.8M | Add +80.1% |
| AMZN Amazon.com Inc. | 2.63% | 57,610 | $12.6M | Add +26.7% |
| GOOGL Alphabet Inc. Class A | 2.47% | 62,907 | $11.9M | Add +33.4% |
| MSFT Microsoft Corp. | 2.33% | 26,602 | $11.2M | Add +39.4% |
| PULS Pgim Ultra Short Bond ETF | 2.32% | 225,767 | $11.2M | Add +52.5% |
| SPSB SS SPDR P St C Corp. ETF | 2.32% | 374,470 | $11.2M | Add +58.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.30% | 21,675 | $11.1M | Add +68.3% |
| IVW iShares S&P 500 Growth ETF | 2.27% | 107,768 | $10.9M | Add +80.0% |
| TIP iShares Tips Bond ETF | 2.23% | 100,532 | $10.7M | Add +57.9% |
| CSCO Cisco Systems Inc. | 2.12% | 172,015 | $10.2M | Add +16.2% |
| GLD SPDR Gold Shares | 2.10% | 41,809 | $10.1M | Add +59.0% |
| JPM JPMorgan Chase & Co. | 2.06% | 41,286 | $9.9M | Add +1.6% |
| WMT Walmart Inc. | 1.98% | 105,429 | $9.5M | Add +10.0% |
| V Visa Inc. Class A | 1.97% | 30,052 | $9.5M | Add +29.5% |
| KR Kroger Co. | 1.94% | 153,022 | $9.4M | Add +31.3% |
| DGRO iShares Core Dividend Growth | 1.94% | 152,044 | $9.3M | Add +54.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.93% | 38,627 | $9.3M | Add +78.0% |
| WM Waste Management Inc. | 1.86% | 44,341 | $8.9M | Add +8.6% |
| KO The Coca-Cola Co. | 1.85% | 143,114 | $8.9M | Add +38.0% |
| MRK Merck & Co. Inc. | 1.85% | 89,487 | $8.9M | Add +69.6% |
| INTU Intuit Inc. | 1.83% | 14,036 | $8.8M | Add +27.6% |
| VZ Verizon Communications Inc. | 1.78% | 213,753 | $8.5M | Add +33.3% |
| PG The Procter & Gamble Co. | 1.77% | 50,932 | $8.5M | Add +37.0% |
| WSO Watsco Inc. | 1.72% | 17,450 | $8.3M | Add +29.5% |
| UNH Unitedhealth Group Inc. | 1.66% | 15,747 | $8.0M | Add +29.3% |
| LMT Lockheed Martin Corp. | 1.65% | 16,340 | $7.9M | Add +32.6% |
| IEF iShares 7-10 Year Treasury B | 1.64% | 85,572 | $7.9M | Add +363.3% |
| AMGN Amgen Inc. | 1.52% | 28,006 | $7.3M | Add +37.7% |
| STIP iShares 0-5 Year Tips Bond E | 1.50% | 71,514 | $7.2M | Add +51.9% |
| JPST JPMorgan Ultra-Short Income | 1.42% | 136,105 | $6.9M | Add +55.6% |
| MCHP Microchip Technology Inc. | 1.40% | 117,245 | $6.7M | Add +78.2% |
| VCLT Vanguard Long-Term Corp. Bond | 1.23% | 79,157 | $5.9M | Add +411.9% |
| CALM Cal-Maine Foods Inc. | 1.23% | 57,324 | $5.9M | Add +5.4% |
| VWO Vanguard Ftse Emerging Marke | 0.95% | 103,761 | $4.6M | Add +77.2% |
| VEA Vanguard Ftse Developed ETF | 0.94% | 94,130 | $4.5M | Add +77.3% |
| SRE Sempra | 0.93% | 51,039 | $4.5M | New |
| AVA Avista Corp. | 0.88% | 115,309 | $4.2M | New |
| OTTR Otter Tail Corp. | 0.83% | 53,929 | $4.0M | New |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.82% | 50,901 | $4.0M | New |
| AWK American Water Works Co. Inc. | 0.80% | 31,059 | $3.9M | New |
| VGLT Vanguard Long-Term Treasury | 0.79% | 68,908 | $3.8M | Add +415.1% |
| WSC Willscot Holdings Corp. | 0.75% | 107,307 | $3.6M | Add +39.6% |
| PKG Packaging Corp. of America | 0.18% | 3,818 | $860K | Add +59.7% |
| TSLA Tesla Inc. | 0.17% | 2,047 | $827K | Add +14.2% |
| PAYX Paychex Inc. | 0.17% | 5,777 | $810K | Add +72.7% |
| LNT Alliant Energy Corp. | 0.17% | 13,584 | $803K | Add +69.1% |
| SO The Southern Co. | 0.16% | 9,421 | $776K | Add +67.5% |
| ETN Eaton Corp. PLC | 0.16% | 2,329 | $773K | Add +67.5% |
| PRU Prudential Financial Inc. | 0.16% | 6,521 | $773K | Add +70.6% |
| CAT Caterpillar Inc. | 0.16% | 2,124 | $770K | Add +67.0% |
| MCD McDonald's Corp. | 0.16% | 2,641 | $766K | Add +68.9% |
| ED Consolidated Edison Inc. | 0.16% | 8,367 | $747K | Add +69.5% |
| PSA Public Storage | 0.15% | 2,413 | $723K | Add +70.7% |
| UPS United Parcel Service Class B | 0.14% | 5,352 | $675K | Add +80.0% |
| KHC The Kraft Heinz Co. | 0.14% | 21,920 | $673K | Add +81.9% |
| USB US Bancorp | 0.14% | 13,737 | $657K | Add +68.0% |
| LYB Lyondellbasell Indu Class A | 0.13% | 8,111 | $602K | Add +88.6% |
| DOW Dow Inc. | 0.12% | 14,513 | $582K | Add +88.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 882 | $517K | Add +92.2% |
| HD Home Depot Inc. | 0.10% | 1,290 | $502K | New |
| NFLX Netflix Inc. | 0.09% | 501 | $447K | Add +11.6% |
| NVDA Nvidia Corp. | 0.09% | 3,274 | $440K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,702 | $374K | New |
| ISRG Intuitive Surgical Inc. | 0.08% | 713 | $372K | Add +1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 689 | $312K | New |
| ACWV iShares MSCI Global Min Vol | 0.06% | 2,825 | $308K | New |
| CVX Chevron Corp. | 0.06% | 2,085 | $302K | New |
| XOM Exxon Mobil Corp. | 0.06% | 2,718 | $292K | Reduce -95.0% |
| EXEL Exelixis Inc. | 0.06% | 8,500 | $283K | No change |
| ALL Allstate Corp. | 0.06% | 1,468 | $283K | New |
| COST Costco Wholesale Corp. | 0.05% | 268 | $246K | Reduce -24.1% |
| META Meta Platforms Inc. Class A | 0.04% | 364 | $213K | New |