| BND Vanguard Total Bond Market | 21.84% | 45,844,512 | $3.4B | Add +6541.0% |
| DFAU Dimensional US Core Equity M | 20.70% | 77,812,926 | $3.2B | Add +6181.6% |
| DFAI Dimensional International Co. | 6.38% | 32,285,828 | $979.5M | Add +6240.9% |
| VTI VG Morningstar TS MKT ETF-US | 6.12% | 3,223,294 | $940.0M | Add +6100.6% |
| LLY Eli Lilly & Co. | 3.87% | 716,081 | $593.5M | Add +6406.9% |
| DFCF Dimensional Core Fixed Inc. | 3.17% | 11,557,175 | $486.7M | Add +5902.3% |
| DFAE Dimensional Emerging Core Eq | 2.68% | 15,544,324 | $411.5M | Add +6263.9% |
| IVV iShares Core S&P 500 ETF | 2.45% | 634,886 | $375.6M | Add +6151.9% |
| BSV Vanguard Short-Term Bond ETF | 2.44% | 4,825,007 | $374.5M | Add +6474.1% |
| VTIP Vanguard Short-Term Tips | 2.17% | 6,826,984 | $333.6M | Add +6374.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.04% | 1,109,409 | $313.3M | Add +6143.5% |
| MBB iShares MBS ETF | 2.01% | 3,311,529 | $308.5M | Add +6413.4% |
| FREL Fidelity MSCI RL Est Indx | 1.48% | 7,939,810 | $227.2M | Add +6175.9% |
| SHY iShares 1-3 Year Treasury Bo | 1.31% | 2,454,066 | $201.8M | Add +4992.9% |
| IBTF iShares Ibonds Dec 2025 Term | 1.29% | 8,462,892 | $197.4M | Add +6418.2% |
| DFSD Dimensional Short Duration | 1.28% | 4,168,547 | $197.2M | Add +6120.7% |
| BOND PIMCO Active Bond Exchange-T | 1.14% | 1,894,380 | $174.5M | Add +4238.6% |
| DFAC Dimensional US Core Equity 2 | 0.90% | 3,940,670 | $138.8M | Add +6720.0% |
| DBND Doubleline Oppor Cor BND-Usd | 0.58% | 1,944,507 | $89.5M | Add +6537.4% |
| STPZ PIMCO 1-5 Year US Tips Index | 0.51% | 1,503,182 | $78.9M | Add +5839.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.51% | 3,425,586 | $78.2M | Add +6411.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.50% | 1,670,069 | $76.8M | Add +5824.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 1,621,888 | $74.5M | Add +6386.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 149,093 | $68.8M | Add +4190.4% |
| AAPL Apple Inc. | 0.40% | 263,269 | $62.1M | Add +3181.0% |
| MINT PIMCO Enhanced Short Maturit | 0.36% | 552,541 | $55.5M | Add +6321.2% |
| WMT Walmart Inc. | 0.32% | 574,746 | $49.8M | Add +6536.0% |
| VXUS Vanguard Total Intl Stock | 0.31% | 769,477 | $47.7M | Add +5591.4% |
| IXUS iShares Core Intl Stock ETF | 0.30% | 673,400 | $46.8M | Add +6400.0% |
| DCOR Dimensional US Core Eq 1 ETF | 0.30% | 717,679 | $46.7M | Add +7558.5% |
| EPS Wisdomtree US Large Cap Fund | 0.30% | 741,411 | $45.8M | Add +6103.2% |
| JPLD JPMorgan Ltd. Duration ETF | 0.29% | 869,449 | $44.9M | Add +7932.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 73,837 | $43.6M | Add +7575.4% |
| LOW Lowe's Cos Inc. | 0.28% | 160,423 | $42.9M | Add +6144.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 535,983 | $42.0M | Add +6026.9% |
| VOO Vanguard S&P 500 ETF | 0.26% | 73,197 | $39.6M | Add +5583.0% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.25% | 877,100 | $37.9M | Add +6371.1% |
| VHT Vanguard Health Care ETF | 0.25% | 140,248 | $37.8M | Add +5832.7% |
| MSFT Microsoft Corp. | 0.23% | 84,058 | $35.8M | Add +1782.2% |
| DFUS Dimensional US Eq MKT ETF | 0.22% | 535,720 | $34.3M | Add +6396.7% |
| DFSV Dimensional US Small Cap Val | 0.21% | 1,006,520 | $31.9M | Add +6397.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.21% | 225,170 | $31.9M | Add +6396.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 619,876 | $31.0M | Add +6525.4% |
| EES Wisdomtree US Smallcap Fund | 0.19% | 536,780 | $29.4M | Add +5923.1% |
| WDAY Workday Inc. Class A | 0.19% | 112,488 | $28.7M | Add +6331.6% |
| VGSH Vanguard Short-Term Treasury | 0.19% | 489,125 | $28.6M | Add +6400.0% |
| VIG Vanguard Dividend Apprec ETF | 0.18% | 141,197 | $28.2M | Add +4322.1% |
| GOOGL Alphabet Inc. Class A | 0.17% | 152,362 | $26.7M | Add +4112.4% |
| ESGV Vanguard ESG US Stock ETF | 0.17% | 253,990 | $26.6M | Add +6188.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.17% | 233,601 | $26.1M | Add +6218.7% |
| FBND Fidelity Total Bond ETF | 0.17% | 570,265 | $26.0M | Add +8064.1% |
| VCEB Vanguard ESG US Corp. Bond | 0.17% | 411,749 | $26.0M | Add +6357.8% |
| VEA Vanguard Ftse Developed ETF | 0.17% | 506,944 | $25.4M | Add +7076.4% |
| HON Honeywell International Inc. | 0.17% | 114,920 | $25.4M | Add +6400.0% |
| DTD Wisdomtree US Total Dividend | 0.15% | 291,505 | $22.7M | Add +6401.0% |
| DFIC Dimensional International Co. | 0.14% | 827,793 | $22.1M | Add +7689.5% |
| JPM JPMorgan Chase & Co. | 0.13% | 84,888 | $19.7M | Add +5832.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.13% | 867,746 | $19.3M | Add +6441.1% |
| TT Trane Technologies PLC | 0.12% | 47,970 | $19.0M | Add +6400.0% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 391,364 | $18.2M | Add +5314.6% |
| SUB iShares Short-Term National | 0.12% | 169,650 | $17.9M | Add +6400.0% |
| T AT&T Inc. | 0.11% | 756,996 | $17.0M | Add +6368.9% |
| DFAR Dimensional US Real Est ETF | 0.11% | 677,870 | $16.8M | Add +6022.9% |
| VDC Vanguard Consumer Staple ETF | 0.11% | 77,401 | $16.8M | Add +6107.0% |
| DFUV Dimensional US Marketwide Va | 0.11% | 391,833 | $16.6M | Add +6403.4% |
| DFAX Dimensional World Ex US Core | 0.10% | 581,400 | $15.1M | Add +6400.4% |
| ITOT iShares Core S&P Total U.S. | 0.10% | 115,074 | $14.9M | Add +5505.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 36,335 | $14.6M | Add +6400.0% |
| AGG iShares Core U.S. Aggregate | 0.09% | 143,528 | $14.1M | Add +6353.6% |
| RTX RTX Corp. | 0.09% | 113,533 | $13.7M | Add +6256.8% |
| XOM Exxon Mobil Corp. | 0.09% | 113,322 | $13.3M | Add +6230.8% |
| VZ Verizon Communications Inc. | 0.08% | 295,147 | $12.5M | Add +6415.4% |
| NVDA Nvidia Corp. | 0.08% | 90,177 | $12.3M | Add +1271.7% |
| PG The Procter & Gamble Co. | 0.08% | 69,680 | $11.9M | New |
| MUB iShares National Muni Bond E | 0.08% | 108,265 | $11.6M | New |
| META Meta Platforms Inc. Class A | 0.08% | 19,778 | $11.6M | Add +4405.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 55,956 | $11.5M | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 446,935 | $11.1M | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.07% | 500,007 | $11.0M | New |
| IEMG iShares Core MSCI Emerging | 0.07% | 189,457 | $10.5M | New |
| KO The Coca-Cola Co. | 0.07% | 156,515 | $10.2M | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 47,685 | $9.5M | New |
| WFC Wells Fargo & Co. | 0.06% | 137,618 | $9.4M | New |
| LNT Alliant Energy Corp. | 0.06% | 151,645 | $9.2M | New |
| DFEM Dimensional Emrg MRKT Core | 0.06% | 337,001 | $9.1M | New |
| MDY State Street SPDR S&P Midcap | 0.06% | 15,261 | $8.9M | New |
| IWF iShares Russell 1000 Growth | 0.05% | 21,336 | $8.4M | New |
| GPK Graphic Packaging Holding Co. | 0.05% | 288,340 | $8.3M | New |
| IWD iShares Russell 1000 Value E | 0.05% | 43,163 | $8.3M | New |
| ADBE Adobe Inc. | 0.05% | 15,953 | $7.9M | New |
| ITA iShares U.S. Aerospace & Def | 0.05% | 49,172 | $7.4M | New |
| ITW Illinois Tool Works | 0.05% | 27,444 | $7.3M | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.05% | 122,519 | $7.2M | New |
| MO Altria Group Inc. | 0.05% | 133,900 | $7.1M | New |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 88,110 | $7.0M | New |
| MS Morgan Stanley | 0.04% | 55,120 | $6.8M | New |
| SCHD Schwab US DVD Equity ETF | 0.04% | 210,058 | $6.8M | New |
| CMCSA Comcast Corp. Class A | 0.04% | 162,638 | $6.8M | New |
| ESGE iShares Inc. iShares ESG Awar | 0.04% | 190,898 | $6.7M | New |
| ED Consolidated Edison Inc. | 0.04% | 67,709 | $6.7M | New |