| JEPI JPMorgan Equity Premium Inco | 5.75% | 1,552,845 | $88.9M | Add +1.2% |
| RSP Invesco S&P 500 Equal Weight | 5.68% | 458,668 | $87.9M | Add +1.6% |
| ILCG iShares Morningstar Growth E | 3.94% | 586,634 | $61.0M | Reduce -2.2% |
| EFG iShares MSCI Eafe Growth ETF | 3.37% | 457,586 | $52.1M | Add +2.5% |
| MDYV SS SPDR S&P 400 MC Val ETF | 3.34% | 610,840 | $51.7M | Add +1.9% |
| AVLV Avantis US Large Cap Value | 3.33% | 680,847 | $51.6M | Add +2.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 2.97% | 497,231 | $46.0M | Add +1.7% |
| AAPL Apple Inc. | 2.62% | 149,204 | $40.6M | Add +0.9% |
| SCHV Schwab US Large-Cap Value | 2.11% | 1,100,145 | $32.6M | Reduce -1.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.01% | 330,955 | $31.2M | Add +1.3% |
| NVDA Nvidia Corp. | 1.78% | 147,573 | $27.5M | Add +3.6% |
| PTRB Pgim Total Return Bond ETF | 1.71% | 630,483 | $26.5M | Add +13.0% |
| MSFT Microsoft Corp. | 1.49% | 47,619 | $23.0M | Add +4.4% |
| IVW iShares S&P 500 Growth ETF | 1.42% | 178,395 | $22.0M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 1.28% | 89,981 | $19.8M | Reduce -1.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 1.25% | 270,652 | $19.3M | Reduce -1.2% |
| EFV iShares MSCI Eafe Value ETF | 1.24% | 269,685 | $19.3M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.18% | 79,024 | $18.2M | Add +6.9% |
| SCHM Schwab US Mid Cap ETF | 1.17% | 604,350 | $18.2M | Add +6.5% |
| AVGO Broadcom Inc. | 1.17% | 52,256 | $18.1M | Add +3.6% |
| AVLC Avantis US LG Cap Eq ETF | 1.11% | 218,686 | $17.2M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 1.10% | 54,104 | $17.0M | Add +3.3% |
| TOTL SS Doubleline TR Tact ETF | 1.10% | 421,309 | $17.0M | Add +10.8% |
| KEMX Kraneshares MSCI E-MKT Ex-CH | 1.07% | 445,597 | $16.5M | Reduce -0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 1.04% | 339,576 | $16.1M | Add +11.5% |
| AVSC Avantis US Small Cap Equity | 1.03% | 272,053 | $16.0M | Add +7.7% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.03% | 174,641 | $15.9M | Add +3.3% |
| AVDE Avantis International Equity | 0.93% | 174,999 | $14.4M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.87% | 41,733 | $13.4M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.81% | 18,979 | $12.5M | Add +2.0% |
| AVUV Avantis US Small Cap Value | 0.81% | 122,308 | $12.5M | Add +2.1% |
| SCHG Schwab US Large-Cap Growth | 0.79% | 373,683 | $12.2M | Add +0.1% |
| HDV iShares Core High Dividend E | 0.71% | 90,109 | $11.0M | Add +6.7% |
| LLY Eli Lilly & Co. | 0.70% | 10,065 | $10.8M | Add +3.0% |
| CORT Corcept Therapeutics Inc. | 0.70% | 310,018 | $10.8M | Add +0.6% |
| WMT Walmart Inc. | 0.68% | 94,637 | $10.5M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 15,381 | $10.5M | Add +3.8% |
| IDV iShares International Select | 0.67% | 262,187 | $10.3M | Add +3.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.65% | 223,694 | $10.1M | Add +0.7% |
| GLD SPDR Gold Shares | 0.64% | 24,824 | $9.8M | Add +18.7% |
| CAT Caterpillar Inc. | 0.59% | 15,900 | $9.1M | Add +4.0% |
| JNJ Johnson & Johnson | 0.59% | 43,819 | $9.1M | Add +4.7% |
| IVE iShares S&P 500 Value ETF | 0.57% | 41,765 | $8.9M | Reduce -1.0% |
| FLTR Vaneck Ig Floating Rate ETF | 0.57% | 345,063 | $8.8M | Add +6.0% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.54% | 99,759 | $8.4M | Add +7.5% |
| LRCX Lam Research Corp. | 0.54% | 48,563 | $8.3M | Add +5.2% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 45,206 | $8.0M | Add +5.5% |
| IVV iShares Core S&P 500 ETF | 0.51% | 11,454 | $7.8M | Add +44.3% |
| XOM Exxon Mobil Corp. | 0.50% | 64,335 | $7.7M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 0.49% | 24,356 | $7.6M | Reduce -0.2% |
| DON Wisdomtree US Midcap Dividen | 0.47% | 142,219 | $7.3M | Add +6.5% |
| CVX Chevron Corp. | 0.46% | 46,633 | $7.1M | Add +5.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.45% | 74,589 | $7.0M | Add +0.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.44% | 232,375 | $6.8M | Add +4.1% |
| ABBV Abbvie Inc. | 0.44% | 29,565 | $6.8M | Add +4.7% |
| COST Costco Wholesale Corp. | 0.40% | 7,265 | $6.3M | Add +3.8% |
| TSLA Tesla Inc. | 0.40% | 13,814 | $6.2M | Add +3.5% |
| OUNZ Vaneck Merk Gold ETF | 0.39% | 147,284 | $6.1M | Add +131.0% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 40,990 | $6.1M | Reduce -1.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.38% | 33,245 | $5.9M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.38% | 9,317 | $5.8M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 17,154 | $5.8M | Add +0.8% |
| MS Morgan Stanley | 0.33% | 29,172 | $5.2M | Add +5.1% |
| IEMG iShares Core MSCI Emerging | 0.33% | 76,058 | $5.1M | Reduce -2.3% |
| V Visa Inc. Class A | 0.33% | 14,535 | $5.1M | Add +4.3% |
| HD Home Depot Inc. | 0.32% | 14,421 | $5.0M | Add +4.9% |
| ETN Eaton Corp. PLC | 0.31% | 15,269 | $4.9M | Add +5.9% |
| ARCB Arcbest Corp. | 0.30% | 62,899 | $4.7M | Reduce -10.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.30% | 51,520 | $4.6M | Add +1.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 77,363 | $4.5M | Add +15.0% |
| TRV The Travelers Cos Inc. | 0.29% | 15,362 | $4.5M | Add +6.0% |
| PG The Procter & Gamble Co. | 0.29% | 31,065 | $4.5M | Add +2.5% |
| DVY iShares Select Dividend ETF | 0.29% | 31,526 | $4.4M | Add +0.7% |
| DUK Duke Energy Corp. | 0.29% | 37,956 | $4.4M | Add +4.9% |
| TAXF American Century Diver Muni | 0.29% | 88,133 | $4.4M | Add +20.9% |
| IWM iShares Russell 2000 ETF | 0.28% | 17,561 | $4.3M | Reduce -1.8% |
| NEE Nextera Energy Inc. | 0.27% | 52,574 | $4.2M | Add +5.5% |
| CME Cme Group Inc. | 0.27% | 15,342 | $4.2M | Add +6.8% |
| MRK Merck & Co. Inc. | 0.27% | 39,451 | $4.2M | Add +6.8% |
| IMTM iShares MSCI Intl Momentum F | 0.27% | 85,509 | $4.1M | Add +2.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.26% | 80,812 | $4.1M | Add +5.6% |
| BX Blackstone Inc. | 0.25% | 25,579 | $3.9M | Add +7.1% |
| UNP Union Pacific Corp. | 0.25% | 17,023 | $3.9M | Add +8.1% |
| IWF iShares Russell 1000 Growth | 0.25% | 8,301 | $3.9M | Reduce -1.6% |
| ASTS Ast Spacemobile Inc. | 0.25% | 53,931 | $3.9M | Add +4.9% |
| TPYP Tortoise North American Pipe | 0.25% | 109,026 | $3.8M | Add +0.0% |
| VIGI Vanguard Int Div App Indx FD | 0.24% | 41,392 | $3.8M | Reduce -1.0% |
| GRMN Garmin Ltd. | 0.24% | 18,366 | $3.7M | Add +5.4% |
| AMGN Amgen Inc. | 0.24% | 11,237 | $3.7M | Add +4.2% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 30,116 | $3.6M | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 17,013 | $3.6M | Reduce -1.2% |
| LUV Southwest Airlines Co. | 0.23% | 86,751 | $3.6M | Add +6.2% |
| HTGC Hercules Capital Inc. | 0.22% | 182,746 | $3.4M | Reduce -1.2% |
| EFA iShares MSCI Eafe ETF | 0.22% | 35,198 | $3.4M | Add +0.4% |
| JPST JPMorgan Ultra-Short Income | 0.21% | 65,296 | $3.3M | Add +3.2% |
| PFG Principal Financial Group | 0.21% | 36,910 | $3.3M | Add +7.0% |
| SBUX Starbucks Corp. | 0.21% | 38,624 | $3.3M | Add +4.7% |
| AOR iShares Core 60/40 Balanced | 0.21% | 49,877 | $3.2M | Reduce -5.8% |
| TXN Texas Instruments Inc. | 0.21% | 18,569 | $3.2M | Add +5.5% |
| BA The Boeing Co. | 0.21% | 14,729 | $3.2M | Add +5.1% |
| PLD Prologis Inc. | 0.21% | 25,041 | $3.2M | Add +9.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 56,260 | $3.1M | Add +3.4% |
| SO The Southern Co. | 0.20% | 34,808 | $3.0M | Add +6.5% |
| FDX FedEx Corp. | 0.20% | 10,464 | $3.0M | Add +8.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 4 | $3.0M | Add +33.3% |
| HON Honeywell International Inc. | 0.19% | 15,372 | $3.0M | Add +6.2% |
| ISRG Intuitive Surgical Inc. | 0.19% | 5,230 | $3.0M | Add +6.5% |
| BKDV BNY Mellon Dynamic Value | 0.19% | 101,622 | $2.9M | Add +27.6% |
| IWS iShares Russell Mid-Cap Valu | 0.19% | 20,837 | $2.9M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.19% | 109,644 | $2.9M | Reduce -11.8% |
| IWR iShares Russell Mid-Cap ETF | 0.19% | 29,852 | $2.9M | Reduce -3.0% |
| MCD McDonald's Corp. | 0.18% | 9,334 | $2.9M | Reduce -4.8% |
| DHR Danaher Corp. | 0.18% | 12,387 | $2.8M | Add +11.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.18% | 85,639 | $2.8M | Reduce -1.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 9,116 | $2.8M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 36,279 | $2.4M | Reduce -1.6% |
| IBB iShares Biotechnology ETF | 0.15% | 14,114 | $2.4M | Reduce -1.2% |
| SPRY Ars Pharmaceuticals Inc. | 0.15% | 202,407 | $2.4M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 85,273 | $2.3M | Reduce -6.7% |
| LNG Cheniere Energy Inc. | 0.15% | 11,607 | $2.3M | Add +8.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.15% | 58,614 | $2.2M | Add +6.7% |
| HYD Vaneck High Yield Muni ETF | 0.14% | 43,825 | $2.2M | Add +5.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 7,512 | $2.2M | Add +0.4% |
| IWD iShares Russell 1000 Value E | 0.14% | 10,503 | $2.2M | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.14% | 11,752 | $2.1M | Add +0.3% |
| MUB iShares National Muni Bond E | 0.14% | 19,854 | $2.1M | Add +8.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 3,311 | $2.0M | Reduce -4.5% |
| VYM Vanguard High DVD Yield ETF | 0.13% | 13,555 | $1.9M | Add +5.8% |
| REET iShares Global REIT ETF | 0.13% | 77,865 | $1.9M | Reduce -0.4% |
| DFUV Dimensional US Marketwide Va | 0.12% | 41,177 | $1.9M | Add +17.3% |
| CLMT Calumet Inc. | 0.12% | 96,321 | $1.9M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.12% | 6,700 | $1.9M | Reduce -3.4% |
| DFUS Dimensional US Eq MKT ETF | 0.12% | 25,179 | $1.9M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.11% | 72,277 | $1.7M | Reduce -2.3% |
| PHYS Sprott Physical Gold Trust | 0.11% | 50,345 | $1.7M | No change |
| MFSM MFS Active Inter Muni Bond | 0.10% | 64,395 | $1.6M | Add +0.1% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 42,889 | $1.6M | Add +12.2% |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 11,144 | $1.5M | Add +1.8% |
| RTX RTX Corp. | 0.10% | 8,120 | $1.5M | Add +4.6% |
| LMT Lockheed Martin Corp. | 0.09% | 3,013 | $1.5M | Add +17.4% |
| COP Conocophillips | 0.09% | 15,433 | $1.4M | Add +26.5% |
| VDE Vanguard Energy ETF | 0.09% | 11,301 | $1.4M | Add +0.0% |
| FPE FT-Preferred Secur & Inc. ETF | 0.09% | 77,930 | $1.4M | Add +6.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 4,495 | $1.4M | Add +0.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.09% | 11,811 | $1.3M | Add +0.1% |
| CTEV Claritev Corp. | 0.09% | 31,097 | $1.3M | Add +20.5% |
| KLAC KLA Corp. | 0.09% | 1,085 | $1.3M | No change |
| KO The Coca-Cola Co. | 0.08% | 18,384 | $1.3M | Add +1.2% |
| NET Cloudflare Inc. Class A | 0.08% | 6,388 | $1.3M | Reduce -4.7% |
| WM Waste Management Inc. | 0.08% | 5,641 | $1.2M | Add +0.1% |
| JMUB JPMorgan Municipal ETF | 0.08% | 24,297 | $1.2M | Add +20.1% |
| CSCO Cisco Systems Inc. | 0.08% | 15,763 | $1.2M | Reduce -0.2% |
| ORCL Oracle Corp. | 0.08% | 6,099 | $1.2M | Add +1.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.07% | 8,489 | $1.1M | Add +0.6% |
| EMLP First Trust North American E | 0.07% | 29,449 | $1.1M | Add +5.8% |
| NFLX Netflix Inc. | 0.07% | 11,820 | $1.1M | Reduce -0.2% |
| VEA Vanguard Ftse Developed ETF | 0.07% | 17,023 | $1.1M | Add +0.3% |
| USB US Bancorp | 0.07% | 19,778 | $1.1M | Add +8.2% |
| CAH Cardinal Health Inc. | 0.07% | 5,087 | $1.0M | Add +0.3% |
| PEP Pepsico Inc. | 0.07% | 7,092 | $1.0M | Add +22.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.07% | 11,229 | $1.0M | Add +0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 20,248 | $1.0M | Add +19.9% |
| UNH Unitedhealth Group Inc. | 0.07% | 3,044 | $1.0M | Add +0.9% |
| IWO iShares Russell 2000 Growth | 0.06% | 3,094 | $1000K | Add +2.0% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 36,098 | $990K | Reduce -0.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 19,102 | $973K | Add +2.4% |
| IYW iShares Ustechnology ETF | 0.06% | 4,865 | $971K | Reduce -16.9% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 3,055 | $941K | Add +40.8% |
| SGOV iShares 0-3 Month Treasury B | 0.06% | 9,111 | $915K | New |
| XLK SS Technology Select Sector | 0.06% | 6,337 | $912K | Reduce -9.3% |
| SEB Seaboard Corp. | 0.06% | 205 | $910K | No change |
| SCHA Schwab US Small-Cap ETF | 0.06% | 31,445 | $896K | Reduce -4.5% |
| BLK BlackRock Inc. | 0.06% | 827 | $885K | Add +1.4% |
| UNM Unum Group | 0.06% | 11,085 | $859K | Add +0.6% |
| WFC Wells Fargo & Co. | 0.05% | 9,083 | $847K | Add +0.7% |
| CBSH Commerce Bancshares Inc. | 0.05% | 16,112 | $843K | Add +5.3% |
| T AT&T Inc. | 0.05% | 33,827 | $840K | Add +0.1% |
| AVUS Avantis U.S. Equity ETF | 0.05% | 7,509 | $839K | Reduce -26.1% |
| SMB Vaneck Short Muni ETF | 0.05% | 47,874 | $833K | Add +12.5% |
| NTRL First Trust Equity Market Ne | 0.05% | 40,367 | $833K | Reduce -6.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 2,851 | $828K | Add +0.7% |
| HODL Vaneck Bitcoin ETF | 0.05% | 32,279 | $798K | Reduce -13.8% |
| ORLY O'reilly Automotive Inc. | 0.05% | 8,692 | $793K | Add +12.4% |
| PSX Phillips 66 | 0.05% | 6,132 | $791K | Add +25.7% |
| VT Vanguard Tot World STK ETF | 0.05% | 5,555 | $784K | Add +58.7% |
| DE Deere & Co. | 0.05% | 1,681 | $783K | Add +0.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.05% | 1,895 | $782K | No change |
| EZET Franklin Ethereum ETF | 0.05% | 34,680 | $781K | Add +15.9% |
| PFF iShares Preferred & Income S | 0.05% | 24,805 | $768K | Add +0.4% |
| RAAX Vaneck Real Assets ETF | 0.05% | 21,909 | $765K | Add +174.3% |
| MA Mastercard Inc. Class A | 0.05% | 1,333 | $761K | Add +14.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 6,570 | $747K | Add +4.3% |
| WSO Watsco Inc. | 0.05% | 2,206 | $743K | No change |
| VZ Verizon Communications Inc. | 0.05% | 18,198 | $741K | Reduce -0.2% |
| WSO.B Watsco Inc. Class B | 0.05% | 2,163 | $733K | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 0.05% | 1,214 | $733K | No change |
| INTC Intel Corp. | 0.05% | 19,685 | $726K | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,485 | $724K | Reduce -6.5% |
| NOBL Proshares S&P 500 Dividend A | 0.05% | 6,946 | $723K | Reduce -1.4% |
| MCK McKesson Corp. | 0.05% | 870 | $714K | Add +4.8% |
| SGOL Abrdn Physical Gold Shares | 0.05% | 17,164 | $705K | Add +0.7% |
| SHOP Shopify Inc. Class A | 0.05% | 4,358 | $702K | Reduce -0.7% |
| VGT Vanguard Info Tech ETF | 0.05% | 926 | $698K | Add +0.3% |
| BSX Boston Scientific Corp. | 0.04% | 7,266 | $693K | Reduce -0.1% |
| XLE SS Energy Select Sector | 0.04% | 15,296 | $684K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 3,522 | $673K | Add +3.2% |
| ABT Abbott Laboratories | 0.04% | 5,245 | $657K | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 12,096 | $652K | Add +68.9% |
| CRM Salesforce Inc. | 0.04% | 2,453 | $650K | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.04% | 6,458 | $645K | Add +20.2% |
| GLTR Abrdn Precious Metals Basket | 0.04% | 3,125 | $643K | Add +30.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 2,460 | $634K | Add +2.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.04% | 4,363 | $616K | Add +0.2% |
| ET Energy Transfer LP | 0.04% | 37,044 | $611K | Add +7.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.04% | 25,055 | $586K | Add +0.1% |
| WMB Williams Cos Inc. | 0.04% | 9,698 | $583K | Add +0.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.04% | 5,923 | $574K | Reduce -6.5% |
| UMBF Umb Financial Corp. | 0.04% | 4,968 | $571K | Reduce -2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 3,704 | $569K | Add +45.3% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 4,011 | $558K | Add +0.1% |
| MBB iShares MBS ETF | 0.04% | 5,734 | $546K | Add +5.9% |
| PANW Palo Alto Networks Inc. | 0.04% | 2,940 | $542K | Add +25.6% |
| EMR Emerson Electric Co. | 0.04% | 4,075 | $541K | Add +0.2% |
| IWB iShares Russell 1000 ETF | 0.03% | 1,427 | $533K | Add +0.6% |
| HCA HCA Healthcare Inc. | 0.03% | 1,140 | $532K | Reduce -0.1% |
| VHT Vanguard Health Care ETF | 0.03% | 1,819 | $523K | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.03% | 594 | $522K | Reduce -1.2% |
| ACWV iShares MSCI Global Min Vol | 0.03% | 4,289 | $509K | Add +0.9% |
| VNQ Vanguard Real Estate ETF | 0.03% | 5,718 | $506K | Add +32.2% |
| SHEL Shell PLC-ADR | 0.03% | 6,848 | $503K | Add +0.6% |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 37,548 | $493K | Reduce -3.8% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 839 | $486K | Reduce -0.2% |
| PRU Prudential Financial Inc. | 0.03% | 4,203 | $474K | Add +14.3% |
| COF Capital One Financial Corp. | 0.03% | 1,933 | $468K | New |
| EPD Enterprise Products Partners | 0.03% | 14,559 | $467K | Add +0.3% |
| BSV Vanguard Short-Term Bond ETF | 0.03% | 5,912 | $466K | Add +1.1% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.03% | 5,401 | $466K | Add +1.4% |
| C Citigroup Inc. | 0.03% | 3,973 | $464K | Add +42.8% |
| SLV iShares Silver Trust | 0.03% | 7,131 | $459K | New |
| FEX First Trust Large Cap Core A | 0.03% | 3,784 | $449K | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.03% | 5,384 | $444K | Add +18.3% |
| BPRE Bluerock Private Real Estate | 0.03% | 29,177 | $438K | New |
| OKE Oneok Inc. | 0.03% | 5,934 | $436K | Add +3.9% |
| CL Colgate-Palmolive Co. | 0.03% | 5,483 | $433K | Add +0.5% |
| NSC Norfolk Southern Corp. | 0.03% | 1,488 | $430K | Add +4.6% |
| RZG Invesco S&P Smallcap 600 Pur | 0.03% | 7,865 | $428K | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,401 | $426K | Add +3.7% |
| ECL Ecolab Inc. | 0.03% | 1,621 | $426K | Add +2.7% |
| VTWV Vanguard Russell 2000 Value | 0.03% | 2,646 | $423K | Add +0.5% |
| DKNG Draftkings Inc. Class A | 0.03% | 12,167 | $419K | Add +27.1% |
| PFE Pfizer Inc. | 0.03% | 16,833 | $419K | Add +17.1% |
| EVRG Evergy Inc. | 0.03% | 5,767 | $418K | Add +0.6% |
| PM Philip Morris International | 0.03% | 2,601 | $417K | Add +109.8% |
| LOW Lowe's Cos Inc. | 0.03% | 1,714 | $413K | No change |
| KR Kroger Co. | 0.03% | 6,593 | $412K | Add +0.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.03% | 2,253 | $411K | Add +29.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.03% | 3,835 | $397K | Reduce -18.8% |
| PSQA PLMR SQ Senior Debt ETF | 0.03% | 19,048 | $388K | Add +83.2% |
| AMD Advanced Micro Devices | 0.02% | 1,798 | $385K | Add +36.1% |
| QCOM Qualcomm Inc. | 0.02% | 2,232 | $382K | Add +11.8% |
| SOFI Sofi Technologies Inc. | 0.02% | 14,365 | $376K | No change |
| NKE Nike Inc. Class B | 0.02% | 5,860 | $373K | Reduce -15.2% |
| AIQ Global X Art Intel & Tech | 0.02% | 7,216 | $367K | No change |
| ADM Archer-Daniels-Midland Co. | 0.02% | 6,338 | $364K | Add +0.9% |
| TLH iShares 10-20 Year Treasury | 0.02% | 3,548 | $361K | Reduce -1.3% |
| ANET Arista Networks Inc. | 0.02% | 2,747 | $360K | Add +59.4% |
| GD General Dynamics Corp. | 0.02% | 1,065 | $359K | Add +70.7% |
| NEM Newmont Corp. | 0.02% | 3,572 | $357K | New |
| MRSH Marsh & McLennan Cos | 0.02% | 1,908 | $354K | Add +37.4% |
| CB Chubb Ltd. | 0.02% | 1,126 | $352K | New |
| GEV GE Vernova Inc. | 0.02% | 535 | $350K | Add +59.7% |
| ADI Analog Devices Inc. | 0.02% | 1,265 | $343K | Reduce -0.2% |
| MDT Medtronic PLC | 0.02% | 3,568 | $343K | Reduce -69.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 3,500 | $339K | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 6,306 | $339K | Add +0.3% |
| FDN First Trust DJ Internet Ind | 0.02% | 1,244 | $335K | No change |
| LMB Limbach Holdings Inc. | 0.02% | 4,297 | $335K | No change |
| MMM 3M Co. | 0.02% | 2,075 | $332K | Add +37.0% |
| ARCC Ares Capital Corp. | 0.02% | 16,363 | $331K | Reduce -0.6% |
| NUE Nucor Corp. | 0.02% | 1,975 | $322K | Reduce -1.9% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.02% | 6,986 | $321K | Add +0.2% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 2,184 | $309K | Add +0.9% |
| KMI Kinder Morgan Inc. | 0.02% | 11,003 | $302K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 1,071 | $299K | Reduce -0.1% |
| RY Royal Bank of Canada | 0.02% | 1,746 | $298K | No change |
| LIN Linde PLC | 0.02% | 692 | $295K | New |
| PAYX Paychex Inc. | 0.02% | 2,606 | $292K | Add +0.3% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.02% | 2,990 | $292K | Add +0.7% |
| MO Altria Group Inc. | 0.02% | 5,052 | $291K | Add +2.6% |
| GIS General Mills Inc. | 0.02% | 6,200 | $288K | New |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 6,116 | $287K | Add +0.3% |
| INTU Intuit Inc. | 0.02% | 432 | $286K | Reduce -0.5% |
| PAVE Global X US Infrastructure | 0.02% | 5,861 | $280K | No change |
| TMUS T-Mobile US Inc. | 0.02% | 1,348 | $274K | Add +31.9% |
| FNX First Trust Mid Cap Core Alp | 0.02% | 2,171 | $273K | No change |
| CLX Clorox Company | 0.02% | 2,684 | $271K | New |
| TWLO Twilio Inc. Class A | 0.02% | 1,896 | $270K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 2,933 | $270K | Add +7.3% |
| EXAS Exact Sciences Corp. | 0.02% | 2,641 | $268K | New |
| TGT Target Corp. | 0.02% | 2,726 | $266K | New |
| CNC Centene Corp. | 0.02% | 6,442 | $265K | New |
| PCG P G & E Corp. | 0.02% | 16,415 | $264K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.02% | 9,606 | $261K | Add +8.1% |
| SCHW Schwab (charles) Corp. | 0.02% | 2,614 | $261K | Reduce -0.1% |
| ABNB Airbnb Inc. Class A | 0.02% | 1,920 | $261K | New |
| TEAM Atlassian Corp. Class A | 0.02% | 1,603 | $260K | New |
| AMP Ameriprise Financial Inc. | 0.02% | 526 | $258K | New |
| OCSL Oaktree Specialty Lending Co. | 0.02% | 20,195 | $257K | No change |
| BITB Bitwise Bitcoin ETF | 0.02% | 5,409 | $257K | Reduce -22.4% |
| LOUP Innovator Deepwater Frontier | 0.02% | 3,341 | $255K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.02% | 1,771 | $254K | Add +1.7% |
| AMT American Tower Corp. | 0.02% | 1,440 | $253K | New |
| CSX CSX Corp. | 0.02% | 6,951 | $252K | Reduce -4.4% |
| ADBE Adobe Inc. | 0.02% | 713 | $250K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.02% | 987 | $247K | Reduce -16.8% |
| UTF Cohen & Steers Infrastructur | 0.02% | 10,199 | $246K | No change |
| AXP American Express Co. | 0.02% | 665 | $246K | Reduce -0.3% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.02% | 3,667 | $246K | New |
| SPXC SPX Technologies Inc. | 0.02% | 1,211 | $242K | No change |
| MDLZ Mondelez International Inc. Class A | 0.02% | 4,330 | $233K | Add +5.0% |
| TEL Te Connectivity PLC | 0.01% | 1,016 | $231K | Add +5.5% |
| KMB Kimberly-Clark Corp. | 0.01% | 2,283 | $230K | Reduce -3.6% |
| FIX Comfort Systems USA Inc. | 0.01% | 245 | $229K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.01% | 2,996 | $228K | New |
| AEE Ameren Corporation | 0.01% | 2,260 | $226K | New |
| ENB Enbridge Inc. | 0.01% | 4,663 | $223K | Add +1.1% |
| GWW WW Grainger Inc. | 0.01% | 221 | $223K | No change |
| DHI D.R. Horton Inc. | 0.01% | 1,543 | $222K | New |
| TEVA Teva Pharmaceutical-SP ADR | 0.01% | 7,100 | $222K | New |
| PNC PNC Financial Services Group | 0.01% | 1,035 | $216K | New |
| CELH Celsius Holdings Inc. | 0.01% | 4,613 | $211K | Add +10.2% |
| AEP American Electric Power | 0.01% | 1,810 | $209K | Add +0.3% |
| VRSN Verisign Inc. | 0.01% | 857 | $208K | New |
| SHW The Sherwin-Williams Co. | 0.01% | 638 | $207K | Reduce -12.0% |
| AVMU Avantis Core Municipal Fixed | 0.01% | 4,461 | $206K | Add +1.2% |
| EME Emcor Group Inc. | 0.01% | 335 | $205K | New |
| TRUST FOR PROFESSIONAL MANAG | 0.01% | 10,771 | $205K | Add +13.6% |
| NOC Northrop Grumman Corp. | 0.01% | 358 | $204K | New |
| RBLX Roblox Corp. Class A | 0.01% | 2,482 | $201K | New |
| OTIS Otis Worldwide Corp. | 0.01% | 2,295 | $200K | New |
| IYE iShares U.S. Energy ETF | 0.01% | 4,186 | $199K | Add +0.6% |
| URTH iShares MSCI World ETF | 0.01% | 1,068 | $198K | Add +0.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.01% | 1,385 | $196K | No change |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 1,593 | $170K | Add +1.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.01% | 3,280 | $160K | Reduce -1.4% |
| XLI SS Industrial Select Sector | 0.01% | 1,020 | $158K | No change |
| ITA iShares U.S. Aerospace & Def | 0.01% | 730 | $157K | No change |
| EEM iShares MSCI Emerging Market | 0.01% | 2,601 | $142K | Add +7.8% |
| LUMN Lumen Technologies Inc. | 0.01% | 17,733 | $138K | Add +0.0% |
| SLQT Selectquote Inc. | 0.01% | 97,499 | $137K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.01% | 1,873 | $136K | Add +2.2% |
| FXZ First Trust Materials Alphad | 0.01% | 2,010 | $130K | No change |
| FV First Trust DW Focus 5 Fund | 0.01% | 2,027 | $128K | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.01% | 420 | $126K | Add +10.5% |
| PLUG Plug Power Inc. | 0.01% | 60,530 | $119K | Add +0.3% |
| IHI iShares U.S. Medical Devices | 0.01% | 1,894 | $118K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 1,554 | $114K | No change |
| EUSA iShares MSCI USA Equal Weigh | 0.01% | 1,090 | $113K | No change |
| BSCT Invesco Bulletshares 2029 CB | 0.01% | 5,959 | $112K | Add +1.1% |
| BSCS Invesco Bulletshares 2028 CB | 0.01% | 5,423 | $112K | Add +1.1% |
| MLPA Global X MLP ETF | 0.01% | 2,277 | $110K | Add +2.0% |
| CNH CNH Industrial NV | 0.01% | 11,610 | $107K | New |
| IDU iShares US Utilities ETF | 0.01% | 980 | $106K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.01% | 805 | $98K | Add +0.1% |
| CLOI Vaneck Clo ETF | 0.01% | 1,721 | $91K | Add +7.9% |
| IGV iShares Expanded Tech-Softwa | 0.01% | 850 | $90K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 450 | $89K | Reduce -0.2% |
| SPGM State Street SPDR Portfolio | 0.01% | 1,154 | $88K | Reduce -53.1% |
| PICK iShares MSCI Global Metals & | 0.01% | 1,674 | $86K | Add +1.5% |
| DGRO iShares Core Dividend Growth | 0.01% | 1,208 | $84K | Add +3.5% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.01% | 657 | $82K | Add +2.2% |
| MDXH Mdxhealth | 0.01% | 22,625 | $81K | No change |
| XAR SS SPDR S&P Aerospace Def | 0.01% | 325 | $78K | No change |
| PTON Peloton Interactive Inc. Class A | 0.01% | 12,736 | $78K | Reduce -0.3% |
| VLUE iShares MSCI USA Value Facto | 0.01% | 567 | $78K | Add +0.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 1,623 | $76K | Add +1.1% |
| FTXN First Trust Nasdaq Oil & Gas | 0.00% | 2,710 | $76K | Add +0.8% |
| VCR Vanguard Consumer Discre ETF | 0.00% | 191 | $75K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 3,240 | $75K | Add +1.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 564 | $73K | Add +3.7% |
| IXUS iShares Core Intl Stock ETF | 0.00% | 807 | $68K | Add +1.9% |
| TLT iShares 20+ Year Treasury BD | 0.00% | 783 | $68K | Add +0.4% |
| GVI iShares Intermediate Governm | 0.00% | 626 | $67K | No change |
| RWO State Street SPDR Dow Jones | 0.00% | 1,373 | $62K | Add +1.4% |
| RSPN Invesco S&P 500 Equal Weight | 0.00% | 1,025 | $58K | No change |
| AVMV Avantis US Mid Cap Val ETF | 0.00% | 798 | $57K | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 706 | $57K | Add +129.2% |
| PSQO PLMR SQ Credit Opp ETF | 0.00% | 2,738 | $56K | Add +226.3% |
| ESGD iShares Trust iShares ESG Aw | 0.00% | 549 | $52K | Reduce -3.5% |
| FXL First Trust Technology Alpha | 0.00% | 292 | $49K | No change |
| XLV SS Health Care Select Sector | 0.00% | 318 | $49K | Add +8.2% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.00% | 727 | $48K | Add +0.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.00% | 1,522 | $48K | Add +0.4% |
| URA Global X Uranium ETF | 0.00% | 1,122 | $48K | No change |
| FXR First Trust Indst/Producers | 0.00% | 585 | $47K | Add +0.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.00% | 994 | $46K | Reduce -5.5% |
| IGM iShares Expanded Tech Sector | 0.00% | 350 | $45K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 269 | $45K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 1,250 | $42K | No change |
| FTXR First Trust Nasdaq Transport | 0.00% | 1,076 | $42K | Add +0.4% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.00% | 894 | $40K | New |
| FXD First Trust Consumer Discret | 0.00% | 580 | $40K | Add +0.2% |
| EZU iShares MSCI Eurozone ETF | 0.00% | 583 | $37K | Add +0.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 451 | $37K | No change |
| SPMB SS SPDR P Mort Back Bond ETF | 0.00% | 1,552 | $35K | Reduce -11.3% |
| VONG Vanguard Russell 1000 Growth | 0.00% | 283 | $34K | New |
| XLB SS Materials Select Sector | 0.00% | 751 | $34K | Add +0.4% |
| BND Vanguard Total Bond Market | 0.00% | 454 | $34K | Add +1064.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 931 | $34K | No change |
| DWX State Street SPDR S&P Intern | 0.00% | 754 | $33K | Add +1.6% |
| VDC Vanguard Consumer Staple ETF | 0.00% | 153 | $32K | Add +0.7% |
| EWW iShares MSCI Mexico ETF | 0.00% | 460 | $32K | Reduce -43.2% |
| BIV Vanguard Intermediate-Term B | 0.00% | 406 | $32K | Reduce -66.9% |
| KBA Kraneshares Bosera MSCI Chin | 0.00% | 1,019 | $31K | Add +0.2% |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 219 | $31K | Reduce -64.6% |
| VPU Vanguard Utilities ETF | 0.00% | 163 | $30K | Add +0.6% |
| GDX Vaneck Gold Miners ETF | 0.00% | 319 | $27K | No change |
| LIT Global X Lithium & Battery T | 0.00% | 418 | $27K | No change |
| SMH Vaneck Semiconductor ETF | 0.00% | 75 | $27K | Reduce -44.4% |
| VXF Vanguard Extended Market ETF | 0.00% | 126 | $26K | No change |
| DFAS Dimensional US Small Cap ETF | 0.00% | 370 | $26K | Reduce -14.2% |
| XHB SS SPDR S&P Homebldrs ETF | 0.00% | 250 | $26K | No change |
| MOO Vaneck Agribusiness ETF | 0.00% | 342 | $25K | Add +2.4% |
| BOTZ Global X Robotics & Artifici | 0.00% | 685 | $25K | No change |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 238 | $25K | Add +0.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 541 | $24K | Reduce -5.4% |
| AVDV Avantis Intl S/C Value ETF | 0.00% | 250 | $23K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.00% | 350 | $23K | Add +50.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 213 | $23K | New |
| SMOT Vaneck Morningstar Smid Moat | 0.00% | 642 | $23K | Add +1.4% |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 200 | $23K | New |
| PID Invesco International Divide | 0.00% | 1,009 | $22K | Add +0.5% |
| FALN iShares Fallen Angels ETF | 0.00% | 753 | $21K | Add +18.6% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 455 | $20K | No change |
| HELO JPMorgan Hedged Equity ETF | 0.00% | 300 | $20K | Add +82.9% |
| JPIE JPMorgan Income ETF | 0.00% | 422 | $20K | New |
| DFGP Dimensional GLBL Core PL Fix | 0.00% | 342 | $19K | New |
| KWEB Kranesh Csi China Internet | 0.00% | 537 | $18K | No change |
| SKYY First Trust Cloud Computing | 0.00% | 135 | $18K | No change |
| VFH Vanguard Financials ETF | 0.00% | 123 | $16K | New |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 638 | $15K | Add +3.1% |
| VGSH Vanguard Short-Term Treasury | 0.00% | 253 | $15K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 182 | $15K | Reduce -92.2% |
| AVEM Avantis Emerging Markets Eq | 0.00% | 181 | $14K | Reduce -52.0% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.00% | 72 | $13K | Reduce -12.2% |
| VGIT Vanguard Intermediate-Term T | 0.00% | 191 | $11K | New |
| KBE SS SPDR S&P Bank ETF | 0.00% | 185 | $11K | No change |
| DUHP Dimensional US High Profi Et | 0.00% | 291 | $11K | New |
| EDIV State Street SPDR S&P Emergi | 0.00% | 279 | $11K | Add +57.6% |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 141 | $11K | No change |
| USIG iShares Broad Usd Investment | 0.00% | 199 | $10K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 125 | $10K | Add +0.8% |
| HAP Vaneck Natural Resources ETF | 0.00% | 160 | $10K | No change |
| DFAC Dimensional US Core Equity 2 | 0.00% | 242 | $10K | New |
| DCOR Dimensional US Core Eq 1 ETF | 0.00% | 129 | $10K | New |
| REM iShares Mortgage Real Estate | 0.00% | 422 | $9K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.00% | 93 | $9K | Add +132.5% |
| ESGU iShares ESG Aware MSCI USA | 0.00% | 62 | $9K | No change |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.00% | 120 | $9K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 193 | $9K | Reduce -55.0% |
| ABND Americn Cent Co. PL in ETF-US | 0.00% | 200 | $9K | New |
| FGD First Trust DJ GL Sel DVD | 0.00% | 270 | $8K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 75 | $8K | Add +87.5% |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 255 | $7K | Add +1.6% |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 105 | $7K | Add +1.0% |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 80 | $7K | No change |
| HYDB iShares High Yield Systemati | 0.00% | 150 | $7K | New |
| IYH iShares U.S. Healthcare ETF | 0.00% | 108 | $7K | Add +0.9% |
| JMBS Janus Henderson Mortg Backed | 0.00% | 152 | $7K | New |
| VIOO Vanguard S&P Small-Cap 600 E | 0.00% | 60 | $7K | Add +1.7% |
| XLC SS Comm Select Sector SPDR | 0.00% | 56 | $7K | New |
| EWJ iShares MSCI Japan ETF | 0.00% | 81 | $7K | Add +65.3% |
| KXI iShares Global Consumer Stap | 0.00% | 100 | $6K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.00% | 45 | $6K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 55 | $6K | Add +1.9% |
| DFIC Dimensional International Co. | 0.00% | 164 | $6K | New |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 183 | $6K | Add +18200.0% |
| DFIS Dimensional International SM | 0.00% | 165 | $5K | No change |
| XLF SS Financial Select Sector | 0.00% | 93 | $5K | New |
| DFAE Dimensional Emerging Core Eq | 0.00% | 149 | $5K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 82 | $5K | No change |
| PSI Invesco Semiconductors ETF | 0.00% | 60 | $5K | New |
| VWOB Vanguard Emerg MKTS Gov BND | 0.00% | 69 | $5K | New |
| DIHP Dimensional International Hi | 0.00% | 127 | $4K | New |
| JGRO JPMorgan Active Growth ETF | 0.00% | 43 | $4K | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 43 | $3K | No change |
| VGLT Vanguard Long-Term Treasury | 0.00% | 60 | $3K | No change |
| COPX Global X Copper Miners ETF | 0.00% | 46 | $3K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.00% | 45 | $3K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 71 | $3K | Add +4.4% |
| IWY iShares Russell Top 200 Grow | 0.00% | 10 | $3K | No change |
| IXN iShares Global Tech ETF | 0.00% | 24 | $3K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.00% | 95 | $2K | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.00% | 107 | $2K | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 4 | $2K | New |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 60 | $2K | New |
| IYG iShares U.S. Financial Servi | 0.00% | 18 | $2K | No change |
| SDG Ish MSCI Glob Sust Deve Goal | 0.00% | 16 | $1K | No change |
| VCIT Vanguard Int-Term Corporate | 0.00% | 13 | $1K | New |
| TECB iShares US Tech Breakthrough | 0.00% | 17 | $1K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 16 | $863 | No change |
| TIP iShares Tips Bond ETF | 0.00% | 7 | $780 | No change |
| AGZ iShares Agency Bond ETF | 0.00% | 5 | $552 | No change |
| SCHR Schwab Intermediate-Term US | 0.00% | 20 | $514 | No change |
| SCHH Schwab US REIT ETF | 0.00% | 24 | $507 | No change |
| OEF iShares S&P 100 ETF | 0.00% | 1 | $343 | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 3 | $289 | New |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 2 | $246 | No change |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.00% | 1 | $76 | New |