| MSFT Microsoft Corp. | 4.42% | 72,539 | $27.2M | Add +0.9% |
| VGT Vanguard Info Tech ETF | 3.29% | 37,404 | $20.3M | Add +6.2% |
| AMZN Amazon.com Inc. | 3.07% | 99,435 | $18.9M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 2.96% | 118,006 | $18.2M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.70% | 31,317 | $16.7M | Reduce -0.9% |
| DDWM Wisdomtree DY Inter Eq FD-US | 2.70% | 453,317 | $16.7M | Reduce -0.6% |
| VFH Vanguard Financials ETF | 1.94% | 100,086 | $12.0M | Add +2.2% |
| BLK BlackRock Inc. | 1.91% | 12,444 | $11.8M | Reduce -1.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 1.82% | 309,169 | $11.2M | Add +1.1% |
| CRM Salesforce Inc. | 1.74% | 39,901 | $10.7M | Reduce -1.6% |
| MDY State Street SPDR S&P Midcap | 1.73% | 20,031 | $10.7M | Reduce -1.1% |
| VHT Vanguard Health Care ETF | 1.73% | 40,351 | $10.7M | Add +13.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.71% | 205,914 | $10.5M | Add +9.3% |
| IJR iShares Core S&P Small-Cap E | 1.55% | 91,442 | $9.6M | Reduce -3.1% |
| NOW ServiceNow Inc. | 1.48% | 11,498 | $9.2M | Reduce -1.3% |
| KLAC KLA Corp. | 1.44% | 13,068 | $8.9M | Reduce -1.3% |
| VIS Vanguard Industrials ETF | 1.39% | 34,595 | $8.6M | Add +8.5% |
| VCR Vanguard Consumer Discre ETF | 1.36% | 25,710 | $8.4M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.33% | 33,325 | $8.2M | Reduce -2.3% |
| GWRE Guidewire Software Inc. | 1.25% | 41,211 | $7.7M | Reduce -2.9% |
| VOX Vanguard Communication Servi | 1.24% | 51,528 | $7.6M | Add +1.6% |
| MNST Monster Beverage Corp. | 1.18% | 124,804 | $7.3M | No change |
| EMR Emerson Electric Co. | 1.15% | 64,485 | $7.1M | Reduce -1.0% |
| AAPL Apple Inc. | 1.14% | 31,740 | $7.1M | Reduce -3.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.13% | 170,720 | $7.0M | Add +11.3% |
| VEEV Veeva Systems Inc. Class A | 1.11% | 29,613 | $6.9M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 1.06% | 66,240 | $6.6M | Reduce -1.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.05% | 95,550 | $6.5M | Add +14.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.96% | 36,813 | $5.9M | Reduce -2.5% |
| RTX RTX Corp. | 0.95% | 44,112 | $5.8M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.89% | 94,408 | $5.5M | Reduce -4.3% |
| VPU Vanguard Utilities ETF | 0.86% | 31,071 | $5.3M | Add +9.6% |
| AMGN Amgen Inc. | 0.85% | 16,742 | $5.2M | Reduce -1.1% |
| HD Home Depot Inc. | 0.84% | 14,191 | $5.2M | Reduce -5.1% |
| GILD Gilead Sciences Inc. | 0.84% | 46,108 | $5.2M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 0.83% | 57,322 | $5.1M | Reduce -0.5% |
| HON Honeywell International Inc. | 0.82% | 23,796 | $5.0M | Add +4.3% |
| PG The Procter & Gamble Co. | 0.80% | 28,857 | $4.9M | Reduce -1.1% |
| V Visa Inc. Class A | 0.78% | 13,791 | $4.8M | Reduce -3.8% |
| CMCSA Comcast Corp. Class A | 0.78% | 130,312 | $4.8M | Add +10.6% |
| VAW Vanguard Materials ETF | 0.77% | 25,147 | $4.7M | Add +3.1% |
| KVUE Kenvue Inc. | 0.75% | 192,852 | $4.6M | Add +0.0% |
| LNG Cheniere Energy Inc. | 0.71% | 18,826 | $4.4M | Add +1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.69% | 42,860 | $4.2M | Reduce -0.6% |
| VDC Vanguard Consumer Staple ETF | 0.66% | 18,590 | $4.1M | Add +6.5% |
| SBUX Starbucks Corp. | 0.66% | 41,466 | $4.1M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.63% | 32,864 | $3.9M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 0.61% | 69,407 | $3.7M | Add +1.9% |
| SCHX Schwab US Large-Cap ETF | 0.60% | 168,588 | $3.7M | Reduce -14.6% |
| MYCI State Street MY2029 Corporat | 0.60% | 150,332 | $3.7M | Add +360.8% |
| BBBS BBLX BBB 1-5Y Corp. Bond ETF | 0.60% | 72,722 | $3.7M | Add +15.4% |
| CTVA Corteva Inc. | 0.58% | 56,740 | $3.6M | Add +0.7% |
| JNJ Johnson & Johnson | 0.58% | 21,394 | $3.5M | Add +8.6% |
| MDT Medtronic PLC | 0.57% | 39,368 | $3.5M | Add +4.5% |
| MYCH State Street MY2028 Corporat | 0.57% | 141,320 | $3.5M | Add +327.0% |
| FHLC Fidelity MSCI Health Care | 0.57% | 51,094 | $3.5M | Reduce -4.6% |
| BSCX Invesco Bulletshares 2033 CB | 0.56% | 165,950 | $3.5M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.56% | 11,082 | $3.5M | Add +3.1% |
| BMY Bristol-Myers Squibb Co. | 0.54% | 54,673 | $3.3M | Add +0.3% |
| XLK SS Technology Select Sector | 0.52% | 15,457 | $3.2M | Reduce -1.4% |
| USB US Bancorp | 0.52% | 75,556 | $3.2M | Reduce -1.6% |
| BSCV Invesco Bulletshares 2031 CB | 0.51% | 193,980 | $3.2M | Reduce -0.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.50% | 27,462 | $3.1M | Add +1.0% |
| BSCW Invesco Bulletshares 2032 CB | 0.50% | 151,820 | $3.1M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.50% | 20,431 | $3.1M | Reduce -6.7% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.49% | 61,619 | $3.0M | Add +29.5% |
| GD General Dynamics Corp. | 0.48% | 10,830 | $3.0M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.48% | 6,605 | $3.0M | Reduce -0.8% |
| IHDG Wisdomtree International Hed | 0.48% | 67,733 | $2.9M | Add +9.4% |
| COST Costco Wholesale Corp. | 0.46% | 2,992 | $2.8M | Add +21.4% |
| ADBE Adobe Inc. | 0.46% | 7,366 | $2.8M | Reduce -21.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.46% | 144,934 | $2.8M | Reduce -2.4% |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.45% | 55,922 | $2.8M | Add +4.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.44% | 130,892 | $2.7M | Reduce -7.2% |
| SCHM Schwab US Mid Cap ETF | 0.43% | 102,079 | $2.7M | Reduce -11.9% |
| BSCU Invesco Bulletshares 2030 CB | 0.43% | 160,250 | $2.7M | Reduce -0.7% |
| BSCR Invesco Bulletshares 2027 CB | 0.41% | 130,174 | $2.6M | Reduce -2.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 9,182 | $2.5M | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 0.40% | 10,602 | $2.5M | Reduce -2.0% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.40% | 29,078 | $2.5M | Reduce -1.9% |
| DDLS Wisdmtre DY Int Smlcap Ef-US | 0.38% | 65,977 | $2.3M | Add +6.1% |
| MYCN State Street MY2034 Corporat | 0.37% | 94,282 | $2.3M | Add +66.0% |
| FNCL Fidelity MSCI Financial Indx | 0.37% | 32,871 | $2.3M | Reduce -3.3% |
| MCO Moody's Corp. | 0.36% | 4,742 | $2.2M | Reduce -3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 51,529 | $2.2M | Reduce -4.4% |
| FIDU Fidelity MSCI Indust Indx | 0.34% | 30,925 | $2.1M | Reduce -0.8% |
| LRCX Lam Research Corp. | 0.34% | 28,496 | $2.1M | Reduce -2.0% |
| ACN Accenture PLC Class A | 0.34% | 6,633 | $2.1M | Add +0.1% |
| EFX Equifax Inc. | 0.31% | 7,931 | $1.9M | Add +21.7% |
| VWO Vanguard Ftse Emerging Marke | 0.31% | 42,244 | $1.9M | Reduce -1.1% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.30% | 32,954 | $1.9M | Reduce -3.3% |
| ECL Ecolab Inc. | 0.29% | 7,074 | $1.8M | Add +1.4% |
| MCHP Microchip Technology Inc. | 0.29% | 36,936 | $1.8M | Reduce -1.6% |
| ROP Roper Technologies Inc. | 0.28% | 2,959 | $1.7M | Add +7.8% |
| VLO Valero Energy Corp. | 0.27% | 12,835 | $1.7M | No change |
| IVV iShares Core S&P 500 ETF | 0.27% | 2,992 | $1.7M | Reduce -17.4% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 71,649 | $1.7M | Reduce -12.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 2,986 | $1.7M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.27% | 10,476 | $1.6M | Reduce -3.1% |
| FTNT Fortinet Inc. | 0.26% | 16,620 | $1.6M | Add +4.6% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.24% | 59,837 | $1.5M | Add +7.3% |
| LLY Eli Lilly & Co. | 0.24% | 1,807 | $1.5M | Reduce -7.4% |
| CLX Clorox Company | 0.23% | 9,776 | $1.4M | Add +58.8% |
| CNRG SS SPDR S&P Kensho CLP ETF | 0.23% | 28,232 | $1.4M | Add +12.4% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.22% | 44,010 | $1.4M | Add +3.7% |
| SPGI S&P Global Inc. | 0.21% | 2,600 | $1.3M | Reduce -1.4% |
| QCRH QCR Holdings Inc. | 0.21% | 18,250 | $1.3M | No change |
| XLY SS Consumer Disc Select Sect | 0.20% | 6,297 | $1.2M | Reduce -5.0% |
| DPZ Domino's Pizza Inc. | 0.20% | 2,706 | $1.2M | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.20% | 8,375 | $1.2M | Reduce -2.4% |
| SUB iShares Short-Term National | 0.20% | 11,395 | $1.2M | Reduce -7.4% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.20% | 23,891 | $1.2M | Reduce -23.8% |
| IBTO iShares Ibonds Dec 2033 Tres | 0.19% | 49,151 | $1.2M | No change |
| XLI SS Industrial Select Sector | 0.19% | 9,009 | $1.2M | Reduce -3.1% |
| MYCJ State Street MY2030 Corporat | 0.19% | 47,763 | $1.2M | Add +133.6% |
| UNP Union Pacific Corp. | 0.19% | 4,964 | $1.2M | Reduce -2.3% |
| CLB Core Laboratories Inc. | 0.18% | 73,627 | $1.1M | Add +8.1% |
| ICE Intercontinental Exchange Inc. | 0.18% | 6,335 | $1.1M | Add +1.3% |
| MAS Masco Corp. | 0.17% | 15,431 | $1.1M | Add +1.2% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.17% | 20,977 | $1.1M | Reduce -1.9% |
| MYCM State Street MY2033 Corporat | 0.17% | 41,994 | $1.0M | Add +73.2% |
| UL Unilever PLC | 0.16% | 16,965 | $1.0M | Add +4.7% |
| WDAY Workday Inc. Class A | 0.16% | 4,257 | $994K | Add +9.1% |
| CME Cme Group Inc. | 0.16% | 3,719 | $987K | Add +3.4% |
| KO The Coca-Cola Co. | 0.16% | 13,547 | $970K | Reduce -11.8% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.15% | 18,477 | $915K | Add +13.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 17,961 | $891K | Reduce -13.6% |
| MYCL State Street MY2032 Corporat | 0.14% | 36,420 | $888K | Add +104.3% |
| SCHB Schwab US Broad Market ETF | 0.14% | 41,242 | $888K | Reduce -1.6% |
| MUB iShares National Muni Bond E | 0.14% | 8,394 | $885K | Reduce -14.0% |
| LIN Linde PLC | 0.14% | 1,892 | $881K | No change |
| PFE Pfizer Inc. | 0.14% | 34,362 | $871K | Add +1.3% |
| DGRE Wisdomtree Emerging Markets | 0.14% | 35,703 | $868K | Add +6.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.14% | 1,280 | $848K | Reduce -0.6% |
| BSCT Invesco Bulletshares 2029 CB | 0.14% | 45,002 | $834K | Reduce -74.1% |
| FMAT Fidelity MSCI Materials Indx | 0.13% | 17,106 | $827K | Reduce -1.0% |
| CMS CMS Energy Corp. | 0.13% | 10,738 | $807K | Reduce -21.5% |
| NKE Nike Inc. Class B | 0.13% | 12,678 | $805K | Add +16.5% |
| MYMF State Street MY2026 Municipa | 0.13% | 31,750 | $791K | Add +1.6% |
| NEE Nextera Energy Inc. | 0.13% | 11,071 | $785K | No change |
| DGS Wisdomtree Em Small Cap | 0.13% | 16,103 | $778K | Add +7.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 3,436 | $762K | Reduce -3.9% |
| MYMG State Street MY2027 Municipa | 0.12% | 29,950 | $740K | Add +0.1% |
| MYCG State Street MY2027 Corporat | 0.12% | 29,058 | $724K | Add +22.3% |
| MYCK State Street MY2031 Corporat | 0.12% | 29,235 | $718K | Add +138.3% |
| CNI Canadian Natl Railway Co. | 0.11% | 7,049 | $687K | No change |
| VDE Vanguard Energy ETF | 0.11% | 5,237 | $679K | Add +67.8% |
| ADSK Autodesk Inc. | 0.11% | 2,568 | $672K | Add +24.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.11% | 32,439 | $660K | Reduce -76.3% |
| IBMN iShares Ibonds Dec 2025 Term | 0.10% | 22,710 | $607K | Reduce -2.4% |
| ICLN iShares Global Clean Energy | 0.10% | 52,182 | $596K | Add +21.3% |
| MMM 3M Co. | 0.10% | 4,021 | $591K | No change |
| MYCF State Street MY2026 Corporat | 0.09% | 22,682 | $569K | Add +13.3% |
| MYMJ State Street MY2030 Municipa | 0.09% | 22,640 | $555K | Add +23.4% |
| CVX Chevron Corp. | 0.09% | 3,260 | $545K | Reduce -12.0% |
| SCHW Schwab (charles) Corp. | 0.09% | 6,740 | $528K | Add +34.2% |
| ORCL Oracle Corp. | 0.09% | 3,756 | $525K | Reduce -4.5% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 2,613 | $523K | Reduce -1.9% |
| WMT Walmart Inc. | 0.08% | 5,860 | $514K | Add +0.5% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.08% | 22,806 | $503K | Reduce -49.9% |
| T AT&T Inc. | 0.08% | 17,668 | $500K | Reduce -4.3% |
| FUTY Fidelity MSCI US Utilities | 0.08% | 9,501 | $484K | Reduce -2.1% |
| MKTX Marketaxess Holdings Inc. | 0.07% | 2,065 | $447K | Add +15.1% |
| MYMH State Street MY2028 Municipa | 0.07% | 17,649 | $433K | Add +16.0% |
| UNH Unitedhealth Group Inc. | 0.07% | 823 | $431K | Reduce -2.4% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.07% | 16,869 | $422K | Reduce -6.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.07% | 7,561 | $417K | Reduce -1.3% |
| CATH Global X S&P 500 Ca Val ETF | 0.07% | 6,148 | $415K | Add +7.7% |
| IBMO iShares Ibonds Dec 2026 Term | 0.06% | 15,399 | $394K | Reduce -6.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.06% | 15,519 | $392K | Reduce -6.4% |
| CMA Comerica Inc. | 0.06% | 6,518 | $385K | Reduce -3.5% |
| GSK GSK PLC-Spon ADR | 0.06% | 9,884 | $383K | Add +8.2% |
| IBMP iShares Ibonds Dec 2027 Term | 0.06% | 14,986 | $379K | Reduce -6.6% |
| XLF SS Financial Select Sector | 0.06% | 7,557 | $376K | Reduce -4.5% |
| DFAC Dimensional US Core Equity 2 | 0.06% | 11,387 | $376K | Reduce -2.6% |
| AVGO Broadcom Inc. | 0.06% | 2,239 | $375K | Add +8.1% |
| XLV SS Health Care Select Sector | 0.06% | 2,560 | $374K | No change |
| VZ Verizon Communications Inc. | 0.06% | 8,191 | $372K | Reduce -3.1% |
| TER Teradyne Inc. | 0.06% | 4,416 | $365K | Add +19.1% |
| ETSY Etsy Inc. | 0.06% | 7,595 | $358K | Add +9.8% |
| KBE SS SPDR S&P Bank ETF | 0.06% | 6,724 | $356K | Reduce -9.5% |
| ABBV Abbvie Inc. | 0.06% | 1,690 | $354K | Add +6.5% |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 8,580 | $347K | No change |
| XLB SS Materials Select Sector | 0.05% | 3,726 | $320K | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 0.05% | 612 | $315K | No change |
| IBTK iShares Ibonds Dec 2030 Trea | 0.05% | 15,880 | $312K | Add +3.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.05% | 4,300 | $309K | No change |
| CAT Caterpillar Inc. | 0.05% | 938 | $309K | Reduce -4.9% |
| MYMI State Street MY2029 Municipa | 0.05% | 11,930 | $292K | New |
| VEA Vanguard Ftse Developed ETF | 0.05% | 5,633 | $286K | Reduce -32.4% |
| BAB Invesco Taxable Municipal Bo | 0.05% | 10,595 | $283K | Reduce -30.1% |
| SYK Stryker Corp. | 0.04% | 740 | $275K | No change |
| SO The Southern Co. | 0.04% | 2,869 | $264K | Reduce -2.2% |
| SCHO Schwab Short-Term US Treas | 0.04% | 10,827 | $264K | Reduce -8.1% |
| PWB Invesco Large Cap Growth ETF | 0.04% | 2,532 | $243K | No change |
| WEC WEC Energy Group Inc. | 0.04% | 2,182 | $238K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 2,794 | $238K | Reduce -9.1% |
| MA Mastercard Inc. Class A | 0.04% | 422 | $231K | Reduce -10.2% |
| IWF iShares Russell 1000 Growth | 0.04% | 610 | $220K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.03% | 7,736 | $212K | Reduce -4.7% |
| SCHZ Schwab US Aggregate Bond ETF | 0.03% | 9,058 | $210K | Reduce -54.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.03% | 8,521 | $206K | Reduce -2.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.03% | 8,444 | $204K | No change |
| AEE Ameren Corporation | 0.03% | 2,025 | $203K | New |
| JCI Johnson Controls Internation | 0.03% | 2,507 | $201K | New |
| IVW iShares S&P 500 Growth ETF | 0.03% | 2,155 | $200K | Reduce -14.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 19,926 | $200K | Add +7.7% |