| VOO Vanguard S&P 500 ETF | 8.66% | 57,272 | $35.1M | Add +2.7% |
| AGG iShares Core U.S. Aggregate | 4.39% | 177,306 | $17.8M | Add +4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 4.05% | 55,774 | $16.4M | Add +6.6% |
| AAPL Apple Inc. | 3.60% | 57,273 | $14.6M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.60% | 120,613 | $10.5M | Add +3.4% |
| SCHD Schwab US DVD Equity ETF | 2.40% | 356,519 | $9.7M | Add +1.6% |
| COST Costco Wholesale Corp. | 2.19% | 9,588 | $8.9M | Add +1.3% |
| LNC Lincoln National Corp. | 2.19% | 219,675 | $8.9M | Reduce -0.0% |
| CAT Caterpillar Inc. | 2.09% | 17,713 | $8.5M | No change |
| PEN Penumbra Inc. | 2.05% | 32,807 | $8.3M | No change |
| QQQ Invesco QQQ Trust Series 1 | 1.84% | 12,433 | $7.5M | Reduce -5.0% |
| IJR iShares Core S&P Small-Cap E | 1.83% | 62,435 | $7.4M | Add +3.9% |
| MSFT Microsoft Corp. | 1.73% | 13,492 | $7.0M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 1.62% | 27,002 | $6.6M | Reduce -0.6% |
| MSI Motorola Solutions Inc. | 1.55% | 13,748 | $6.3M | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 1.49% | 31,697 | $6.0M | Reduce -0.2% |
| DFAI Dimensional International Co. | 1.46% | 162,947 | $5.9M | Add +9.6% |
| V Visa Inc. Class A | 1.43% | 16,899 | $5.8M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.34% | 35,355 | $5.4M | Add +3.7% |
| IWM iShares Russell 2000 ETF | 1.28% | 21,410 | $5.2M | Add +0.4% |
| AMZN Amazon.com Inc. | 1.26% | 23,168 | $5.1M | Add +0.5% |
| JNJ Johnson & Johnson | 1.23% | 26,806 | $5.0M | Add +0.3% |
| HELO JPMorgan Hedged Equity ETF | 1.15% | 71,584 | $4.7M | Add +4.8% |
| ABT Abbott Laboratories | 1.13% | 34,178 | $4.6M | Add +2.7% |
| DFAS Dimensional US Small Cap ETF | 1.09% | 64,447 | $4.4M | Add +12.7% |
| IEMG iShares Core MSCI Emerging | 1.02% | 62,867 | $4.1M | Add +4.2% |
| QS Quantumscape Corp. | 1.02% | 334,982 | $4.1M | Add +16.9% |
| JPM JPMorgan Chase & Co. | 1.01% | 13,024 | $4.1M | Reduce -0.8% |
| NSC Norfolk Southern Corp. | 0.99% | 13,389 | $4.0M | No change |
| MCD McDonald's Corp. | 0.99% | 13,162 | $4.0M | Add +1.6% |
| AVGO Broadcom Inc. | 0.93% | 11,391 | $3.8M | Reduce -3.2% |
| KO The Coca-Cola Co. | 0.84% | 51,435 | $3.4M | No change |
| DE Deere & Co. | 0.84% | 7,416 | $3.4M | Add +5.1% |
| VZ Verizon Communications Inc. | 0.70% | 64,595 | $2.8M | Add +0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.66% | 46,918 | $2.7M | Add +4.4% |
| HD Home Depot Inc. | 0.65% | 6,494 | $2.6M | Reduce -2.8% |
| DFAE Dimensional Emerging Core Eq | 0.64% | 82,520 | $2.6M | Add +8.4% |
| SO The Southern Co. | 0.64% | 27,400 | $2.6M | Add +2.1% |
| TFC Truist Financial Corp. | 0.61% | 54,382 | $2.5M | Add +2.0% |
| VEA Vanguard Ftse Developed ETF | 0.60% | 40,512 | $2.4M | Add +10.0% |
| WMT Walmart Inc. | 0.60% | 23,500 | $2.4M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.57% | 12,389 | $2.3M | Add +4.1% |
| SYK Stryker Corp. | 0.53% | 5,810 | $2.1M | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 32,117 | $2.1M | Reduce -0.2% |
| MDT Medtronic PLC | 0.48% | 20,560 | $2.0M | Reduce -1.4% |
| FDX FedEx Corp. | 0.48% | 8,240 | $1.9M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.48% | 7,699 | $1.9M | Add +7.8% |
| DG Dollar General Corp. | 0.47% | 18,516 | $1.9M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 2,867 | $1.9M | Reduce -8.5% |
| CSCO Cisco Systems Inc. | 0.47% | 27,691 | $1.9M | Add +1.5% |
| RY Royal Bank of Canada | 0.46% | 12,677 | $1.9M | Add +4.3% |
| DUK Duke Energy Corp. | 0.46% | 14,945 | $1.8M | Reduce -7.4% |
| IWP iShares Russell Mid-Cap Grow | 0.45% | 12,910 | $1.8M | No change |
| ETN Eaton Corp. PLC | 0.44% | 4,708 | $1.8M | No change |
| CRM Salesforce Inc. | 0.42% | 7,216 | $1.7M | Reduce -19.0% |
| IEF iShares 7-10 Year Treasury B | 0.42% | 17,511 | $1.7M | Add +12.2% |
| PEP Pepsico Inc. | 0.41% | 11,796 | $1.7M | Add +13.9% |
| PFE Pfizer Inc. | 0.41% | 64,376 | $1.6M | Reduce -2.6% |
| USHY iShares Broad Usd High Yield | 0.40% | 43,202 | $1.6M | Reduce -1.1% |
| UPS United Parcel Service Class B | 0.39% | 19,117 | $1.6M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.38% | 2,035 | $1.6M | Reduce -14.2% |
| BND Vanguard Total Bond Market | 0.38% | 20,632 | $1.5M | Add +29.8% |
| MPC Marathon Petroleum Corp. | 0.37% | 7,799 | $1.5M | No change |
| STX Seagate Technology Holdings | 0.36% | 6,245 | $1.5M | Reduce -12.9% |
| GOOGL Alphabet Inc. Class A | 0.36% | 6,023 | $1.5M | Add +49.7% |
| PFF iShares Preferred & Income S | 0.36% | 45,960 | $1.5M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 0.35% | 1,949 | $1.4M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.35% | 3,018 | $1.4M | No change |
| XOM Exxon Mobil Corp. | 0.34% | 12,061 | $1.4M | Add +0.4% |
| ORCL Oracle Corp. | 0.33% | 4,809 | $1.4M | Add +2.5% |
| GLW Corning Inc. | 0.33% | 16,280 | $1.3M | Add +5.4% |
| LMT Lockheed Martin Corp. | 0.33% | 2,675 | $1.3M | Add +18.8% |
| KLAC KLA Corp. | 0.33% | 1,230 | $1.3M | Add +17.6% |
| BLK BlackRock Inc. | 0.32% | 1,124 | $1.3M | Add +15.8% |
| CME Cme Group Inc. | 0.30% | 4,501 | $1.2M | Reduce -5.7% |
| AMGN Amgen Inc. | 0.30% | 4,242 | $1.2M | Add +15.0% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,472 | $1.2M | Reduce -1.0% |
| PEG Public Service Enterprise GP | 0.29% | 13,936 | $1.2M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.28% | 13,655 | $1.1M | Reduce -7.4% |
| GPC Genuine Parts Co. | 0.28% | 8,226 | $1.1M | Add +6.9% |
| EEM iShares MSCI Emerging Market | 0.28% | 21,002 | $1.1M | Reduce -0.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 17,628 | $1.1M | Add +2.3% |
| GSIE Goldman Sachs Activebeta Int | 0.27% | 26,886 | $1.1M | Add +6.1% |
| GSC Goldman Sachs Small Cap Equi | 0.27% | 20,713 | $1.1M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 2,181 | $1.1M | No change |
| BX Blackstone Inc. | 0.26% | 6,192 | $1.1M | Add +1.5% |
| EFA iShares MSCI Eafe ETF | 0.25% | 10,971 | $1.0M | Add +3.4% |
| DVY iShares Select Dividend ETF | 0.25% | 7,176 | $1.0M | No change |
| SCHW Schwab (charles) Corp. | 0.25% | 10,482 | $1.0M | Add +4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 3,535 | $997K | Reduce -4.2% |
| PAYX Paychex Inc. | 0.24% | 7,790 | $987K | Add +38.0% |
| CVX Chevron Corp. | 0.24% | 6,313 | $980K | Add +4.8% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 19,376 | $965K | Add +0.0% |
| KIM Kimco Realty Corp. | 0.23% | 43,500 | $950K | Add +44.3% |
| ABBV Abbvie Inc. | 0.23% | 4,083 | $945K | No change |
| IAU iShares Gold Trust | 0.23% | 12,793 | $931K | No change |
| ITW Illinois Tool Works | 0.23% | 3,506 | $914K | Add +14.2% |
| COF Capital One Financial Corp. | 0.22% | 4,272 | $908K | Add +11.7% |
| QCOM Qualcomm Inc. | 0.22% | 5,431 | $904K | Add +24.5% |
| CB Chubb Ltd. | 0.22% | 3,155 | $890K | Reduce -24.4% |
| COP Conocophillips | 0.22% | 9,291 | $879K | Add +13.2% |
| JGRO JPMorgan Active Growth ETF | 0.22% | 9,367 | $878K | No change |
| DRI Darden Restaurants Inc. | 0.21% | 4,522 | $861K | Reduce -6.4% |
| DD Dupont DE Nemours Inc. | 0.20% | 10,508 | $819K | Add +0.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.20% | 26,448 | $816K | Reduce -1.5% |
| ANET Arista Networks Inc. | 0.20% | 5,565 | $811K | Reduce -2.3% |
| ASH Ashland Inc. | 0.18% | 15,569 | $746K | Add +50.6% |
| SPGI S&P Global Inc. | 0.18% | 1,522 | $741K | Add +7.9% |
| OMC Omnicom Group | 0.18% | 8,793 | $717K | Add +20.1% |
| PWR Quanta Services Inc. | 0.17% | 1,685 | $698K | Add +5.3% |
| UNP Union Pacific Corp. | 0.16% | 2,822 | $667K | Reduce -25.1% |
| AMAT Applied Materials Inc. | 0.16% | 3,213 | $658K | Add +21.1% |
| HAL Halliburton Co. | 0.16% | 26,469 | $651K | Add +7.8% |
| JCI Johnson Controls Internation | 0.15% | 5,683 | $625K | Reduce -5.8% |
| DASH DoorDash Inc. Class A | 0.15% | 2,268 | $617K | New |
| URI United Rentals Inc. | 0.15% | 646 | $617K | Reduce -5.0% |
| TT Trane Technologies PLC | 0.15% | 1,432 | $604K | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.15% | 2,966 | $604K | Add +23.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 11,691 | $603K | No change |
| BSX Boston Scientific Corp. | 0.15% | 6,121 | $598K | Add +28.0% |
| UBER Uber Technologies Inc. | 0.15% | 6,054 | $593K | New |
| NKE Nike Inc. Class B | 0.14% | 8,391 | $585K | New |
| AXON Axon Enterprise Inc. | 0.14% | 815 | $585K | Add +29.8% |
| WM Waste Management Inc. | 0.14% | 2,648 | $585K | Add +11.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 3,974 | $574K | Reduce -2.3% |
| TRGP Targa Resources Corp. | 0.14% | 3,420 | $573K | Add +29.2% |
| MA Mastercard Inc. Class A | 0.14% | 1,001 | $569K | Add +2.5% |
| NFLX Netflix Inc. | 0.14% | 472 | $566K | Add +29.7% |
| D Dominion Energy Inc. | 0.14% | 9,246 | $566K | Reduce -3.9% |
| CTVA Corteva Inc. | 0.14% | 8,273 | $560K | No change |
| ADI Analog Devices Inc. | 0.14% | 2,277 | $559K | Add +11.2% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 1,818 | $547K | Add +12.0% |
| NOW ServiceNow Inc. | 0.13% | 577 | $531K | Add +28.5% |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 9,474 | $513K | Add +1.1% |
| QTEC First Trust Nasdq 100 Tech I | 0.12% | 2,140 | $491K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 1,584 | $491K | Add +23.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 1,889 | $480K | Add +11.0% |
| IVV iShares Core S&P 500 ETF | 0.12% | 717 | $480K | Add +0.7% |
| GLD SPDR Gold Shares | 0.12% | 1,350 | $480K | No change |
| JPST JPMorgan Ultra-Short Income | 0.12% | 9,409 | $477K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 2,557 | $477K | Add +18.1% |
| CEG Constellation Energy | 0.12% | 1,445 | $476K | Add +17.2% |
| VBF Invesco Bond Fund | 0.12% | 29,678 | $468K | Add +1.8% |
| CTAS Cintas Corp. | 0.11% | 2,248 | $461K | No change |
| ISRG Intuitive Surgical Inc. | 0.11% | 978 | $437K | Reduce -40.8% |
| APD Air Products & Chemicals Inc. | 0.11% | 1,581 | $431K | Reduce -42.3% |
| UL Unilever PLC | 0.10% | 7,113 | $422K | No change |
| ACWI iShares MSCI Acwi ETF | 0.10% | 3,000 | $415K | No change |
| ALL Allstate Corp. | 0.10% | 1,908 | $410K | Reduce -8.6% |
| PM Philip Morris International | 0.10% | 2,406 | $390K | No change |
| T AT&T Inc. | 0.10% | 13,717 | $387K | No change |
| SNY Sanofi-ADR | 0.09% | 8,099 | $382K | No change |
| PVAL Putnam Focused LRG Cap Value | 0.09% | 8,927 | $381K | No change |
| GILD Gilead Sciences Inc. | 0.09% | 3,356 | $373K | No change |
| EOS Eaton Vance Enh Eqt Inc. II | 0.09% | 15,547 | $372K | No change |
| ISTB iShares Core 1-5 Year Usd Bo | 0.09% | 7,478 | $365K | Reduce -13.2% |
| FDUS Fidus Investment Corp. | 0.09% | 17,981 | $364K | No change |
| MMM 3M Co. | 0.09% | 2,318 | $360K | Reduce -11.8% |
| FDN First Trust DJ Internet Ind | 0.09% | 1,282 | $359K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 3,639 | $351K | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.09% | 1,715 | $349K | No change |
| MO Altria Group Inc. | 0.08% | 4,975 | $329K | No change |
| IWO iShares Russell 2000 Growth | 0.08% | 1,026 | $328K | No change |
| ORI Old Republic Intl Corp. | 0.08% | 7,700 | $327K | No change |
| SAP Sap SE-Sponsored ADR | 0.08% | 1,217 | $325K | No change |
| MAIN Main Street Capital Corp. | 0.08% | 5,000 | $318K | No change |
| ICE Intercontinental Exchange Inc. | 0.08% | 1,882 | $317K | Reduce -5.8% |
| JAVA JPMorgan Active Value ETF | 0.08% | 4,527 | $312K | Reduce -11.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 612 | $294K | Add +23.9% |
| HUBS HubSpot Inc. | 0.07% | 616 | $288K | No change |
| SWKS Skyworks Solutions Inc. | 0.07% | 3,650 | $281K | No change |
| C Citigroup Inc. | 0.07% | 2,764 | $281K | Reduce -9.8% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 6,202 | $280K | No change |
| XGDVX Gabelli Dividend & Income TR | 0.07% | 10,300 | $279K | No change |
| SOFI Sofi Technologies Inc. | 0.07% | 10,000 | $264K | No change |
| XLE SS Energy Select Sector | 0.06% | 2,942 | $263K | Add +6.4% |
| XLK SS Technology Select Sector | 0.06% | 929 | $262K | Add +17.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 781 | $256K | Add +70.5% |
| WFC Wells Fargo & Co. | 0.06% | 2,959 | $248K | Reduce -4.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.06% | 4,936 | $244K | New |
| SHOP Shopify Inc. Class A | 0.06% | 1,636 | $243K | New |
| SNOW Snowflake Inc. | 0.06% | 1,075 | $242K | No change |
| FAST Fastenal Co. | 0.06% | 4,934 | $242K | No change |
| RJF Raymond James Financial Inc. | 0.06% | 1,400 | $242K | Reduce -2.1% |
| EUSA iShares MSCI USA Equal Weigh | 0.06% | 2,306 | $237K | No change |
| TOWN Towne Bank | 0.06% | 6,740 | $233K | No change |
| PSX Phillips 66 | 0.06% | 1,659 | $226K | New |
| DOW Dow Inc. | 0.06% | 9,795 | $225K | Reduce -27.4% |
| IP International Paper Co. | 0.05% | 4,748 | $220K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 450 | $218K | New |
| CP Canadian Pacific Kansas City | 0.05% | 2,891 | $215K | No change |
| KMB Kimberly-Clark Corp. | 0.05% | 1,713 | $213K | No change |
| INTC Intel Corp. | 0.05% | 6,272 | $210K | New |
| TXN Texas Instruments Inc. | 0.05% | 1,112 | $204K | Add +14.4% |
| BDJ BlackRock Enhanced Eqty DVD | 0.05% | 21,139 | $193K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 2,299 | $191K | Reduce -20.2% |
| XLV SS Health Care Select Sector | 0.05% | 1,362 | $190K | Reduce -3.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.04% | 7,133 | $180K | Reduce -2.4% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 1,214 | $170K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.04% | 6,853 | $167K | Reduce -2.6% |
| XLY SS Consumer Disc Select Sect | 0.04% | 657 | $157K | Add +3.1% |
| MMT Aberdeen Multimarket Income | 0.03% | 29,062 | $139K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.03% | 5,437 | $139K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.03% | 1,500 | $136K | No change |
| ECF Ellsworth Growth and Income | 0.03% | 11,536 | $134K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 862 | $120K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 350 | $114K | New |
| XLF SS Financial Select Sector | 0.03% | 1,944 | $105K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 1,380 | $94K | No change |
| GDX Vaneck Gold Miners ETF | 0.02% | 1,167 | $89K | New |
| EMB iShares JP Morgan Usd Emergi | 0.02% | 892 | $85K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.02% | 394 | $77K | No change |
| PWV Invesco Large Cap Value ETF | 0.02% | 1,175 | $77K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 259 | $76K | No change |
| OEF iShares S&P 100 ETF | 0.02% | 217 | $72K | No change |
| IWB iShares Russell 1000 ETF | 0.02% | 178 | $65K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.02% | 1,000 | $65K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.02% | 1,331 | $64K | No change |
| IVW iShares S&P 500 Growth ETF | 0.01% | 497 | $60K | No change |
| IVE iShares S&P 500 Value ETF | 0.01% | 271 | $56K | No change |
| XLP SS Consumer Staples Sel Sect | 0.01% | 668 | $52K | Reduce -52.4% |
| SCHM Schwab US Mid Cap ETF | 0.01% | 1,560 | $46K | No change |
| VXF Vanguard Extended Market ETF | 0.01% | 200 | $42K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.01% | 320 | $28K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 189 | $27K | No change |
| VT Vanguard Tot World STK ETF | 0.01% | 197 | $27K | Add +5.9% |
| XLB SS Materials Select Sector | 0.01% | 300 | $27K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.01% | 270 | $24K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 80 | $24K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 112 | $16K | No change |
| XLI SS Industrial Select Sector | 0.00% | 100 | $15K | No change |
| IHE iShares US Pharmaceuticals E | 0.00% | 210 | $15K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 484 | $15K | No change |
| MMTM SS SPDR S&P 1500 Mom Tilt | 0.00% | 50 | $14K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 100 | $11K | No change |
| SCHX Schwab US Large-Cap ETF | 0.00% | 366 | $10K | Add +1933.3% |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 48 | $9K | No change |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.00% | 61 | $8K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 31 | $8K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 209 | $5K | Add +1990.0% |
| MSN Emerson Radio Corp. | 0.00% | 10,000 | $4K | No change |
| PID Invesco International Divide | 0.00% | 187 | $4K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 44 | $3K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 71 | $3K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 23 | $3K | No change |
| SCHA Schwab US Small-Cap ETF | 0.00% | 60 | $2K | Add +1900.0% |
| VNQ Vanguard Real Estate ETF | 0.00% | 18 | $2K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 45 | $2K | Add +2150.0% |
| EMGF iShares Emerging Markets Equ | 0.00% | 20 | $1K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 21 | $956 | Add +2000.0% |
| SCHH Schwab US REIT ETF | 0.00% | 43 | $928 | Add +2050.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 35 | $821 | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 8 | $767 | No change |
| XLRE SS Real Estate Select Sector | 0.00% | 18 | $758 | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 3 | $331 | No change |