| ARLP Alliance Resource Partners | 10.48% | 1,945,199 | $47.6M | Reduce -1.3% |
| MSFT Microsoft Corp. | 3.76% | 38,149 | $17.1M | Reduce -5.0% |
| GOOG Alphabet Inc. Class C | 3.74% | 92,635 | $17.0M | Reduce -0.5% |
| AAPL Apple Inc. | 3.63% | 78,181 | $16.5M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 2.92% | 24,228 | $13.3M | Reduce -6.1% |
| REPX Riley Exploration Permian Inc. | 2.60% | 417,008 | $11.8M | Reduce -2.4% |
| WMB Williams Cos Inc. | 1.86% | 198,998 | $8.5M | Add +0.0% |
| APO Apollo Global Management Inc. | 1.71% | 65,932 | $7.8M | Add +8.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.68% | 105,033 | $7.6M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 1.65% | 77,111 | $7.5M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.58% | 14,226 | $7.2M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 1.43% | 52,591 | $6.5M | Add +4.0% |
| EPD Enterprise Products Partners | 1.35% | 211,839 | $6.1M | Add +4.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.33% | 12,585 | $6.0M | Add +0.4% |
| PEP Pepsico Inc. | 1.33% | 36,536 | $6.0M | Reduce -4.3% |
| WMT Walmart Inc. | 1.30% | 86,972 | $5.9M | Reduce -1.3% |
| ABBV Abbvie Inc. | 1.29% | 34,150 | $5.9M | Add +5.9% |
| OKE Oneok Inc. | 1.20% | 66,992 | $5.5M | Add +3.1% |
| SO The Southern Co. | 1.20% | 70,191 | $5.4M | Add +5.9% |
| KO The Coca-Cola Co. | 1.15% | 82,123 | $5.2M | Add +8.5% |
| IVW iShares S&P 500 Growth ETF | 1.14% | 56,103 | $5.2M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 1.12% | 115,931 | $5.1M | Reduce -1.9% |
| AMZN Amazon.com Inc. | 1.09% | 25,529 | $4.9M | Add +0.4% |
| LMT Lockheed Martin Corp. | 1.03% | 10,021 | $4.7M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 25,186 | $4.4M | Add +6.8% |
| UNH Unitedhealth Group Inc. | 0.96% | 8,520 | $4.3M | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 7,964 | $4.3M | No change |
| KMI Kinder Morgan Inc. | 0.94% | 215,314 | $4.3M | Reduce -0.0% |
| DUK Duke Energy Corp. | 0.94% | 42,435 | $4.3M | Add +21.5% |
| RTX RTX Corp. | 0.92% | 41,472 | $4.2M | Add +1.1% |
| NBHC National Bank Hold Class A | 0.90% | 104,064 | $4.1M | Reduce -66.0% |
| C Citigroup Inc. | 0.83% | 59,641 | $3.8M | Add +17.2% |
| IVE iShares S&P 500 Value ETF | 0.83% | 20,747 | $3.8M | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.82% | 21,313 | $3.7M | Add +1223.0% |
| ZTS Zoetis Inc. | 0.81% | 21,312 | $3.7M | Add +2.1% |
| ELV Elevance Health Inc. | 0.73% | 6,119 | $3.3M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.70% | 77,493 | $3.2M | Add +0.8% |
| FE Firstenergy Corp. | 0.70% | 83,505 | $3.2M | Add +32.5% |
| IWF iShares Russell 1000 Growth | 0.68% | 8,443 | $3.1M | No change |
| ET Energy Transfer LP | 0.68% | 189,552 | $3.1M | Add +6.0% |
| CRM Salesforce Inc. | 0.67% | 11,898 | $3.1M | Add +5.7% |
| WFC Wells Fargo & Co. | 0.67% | 50,986 | $3.0M | Add +0.2% |
| BP BP PLC-Spons ADR | 0.66% | 83,582 | $3.0M | Add +3.9% |
| NTR Nutrien Ltd. | 0.64% | 57,517 | $2.9M | Add +7.6% |
| JPM JPMorgan Chase & Co. | 0.64% | 14,407 | $2.9M | No change |
| PFE Pfizer Inc. | 0.63% | 101,749 | $2.8M | Add +9.3% |
| T AT&T Inc. | 0.62% | 148,485 | $2.8M | Add +3.9% |
| AMLP Alerian MLP ETF | 0.62% | 58,500 | $2.8M | Add +0.7% |
| MCD McDonald's Corp. | 0.62% | 11,003 | $2.8M | Add +2.3% |
| CVS CVS Health Corp. | 0.58% | 44,680 | $2.6M | Add +5.6% |
| ADBE Adobe Inc. | 0.58% | 4,718 | $2.6M | Add +12.4% |
| MPLX MPLX LP | 0.57% | 61,068 | $2.6M | Add +9.5% |
| PG The Procter & Gamble Co. | 0.56% | 15,521 | $2.6M | Reduce -2.0% |
| D Dominion Energy Inc. | 0.56% | 52,049 | $2.6M | Add +44.8% |
| SONY Sony Group Corp. - SP ADR | 0.55% | 29,580 | $2.5M | Add +1.4% |
| EXE Expand Energy Corp. filed as CHESAPEAKE ENERGY CORP | 0.55% | 30,270 | $2.5M | Add +2.3% |
| DOC Healthpeak Properties Inc. | 0.53% | 122,730 | $2.4M | Add +1.9% |
| V Visa Inc. Class A | 0.52% | 8,974 | $2.4M | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 0.49% | 35,680 | $2.2M | Reduce -2.1% |
| LHX L3HARRIS Technologies Inc. | 0.49% | 9,978 | $2.2M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.49% | 5,982 | $2.2M | No change |
| XLV SS Health Care Select Sector | 0.47% | 14,643 | $2.1M | Reduce -1.2% |
| ESTC Elastic NV | 0.47% | 18,676 | $2.1M | Add +4.3% |
| GILD Gilead Sciences Inc. | 0.46% | 30,294 | $2.1M | Add +31.2% |
| VRP Invesco Variable Rate Prefer | 0.46% | 86,485 | $2.1M | Reduce -0.7% |
| CVX Chevron Corp. | 0.46% | 13,211 | $2.1M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.45% | 11,161 | $2.0M | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 20,404 | $2.0M | Reduce -0.6% |
| DINO HF Sinclair Corp. | 0.44% | 37,432 | $2.0M | Add +7.0% |
| CNC Centene Corp. | 0.44% | 29,926 | $2.0M | Reduce -0.3% |
| ENB Enbridge Inc. | 0.42% | 53,502 | $1.9M | Add +10.9% |
| NLY Annaly Capital Management Inc. | 0.41% | 97,308 | $1.9M | Add +16.5% |
| BN Brookfield Corp. | 0.41% | 44,384 | $1.8M | Add +2.6% |
| DG Dollar General Corp. | 0.40% | 13,876 | $1.8M | Reduce -0.9% |
| FISV Fiserv Inc. | 0.39% | 11,818 | $1.8M | Reduce -3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.36% | 10,263 | $1.6M | No change |
| VGSH Vanguard Short-Term Treasury | 0.35% | 27,236 | $1.6M | Add +0.6% |
| XLE SS Energy Select Sector | 0.35% | 17,211 | $1.6M | Reduce -1.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 3,955 | $1.5M | No change |
| COP Conocophillips | 0.33% | 13,258 | $1.5M | Reduce -0.4% |
| SLV iShares Silver Trust | 0.33% | 55,729 | $1.5M | No change |
| PAYC Paycom Software Inc. | 0.33% | 10,325 | $1.5M | Reduce -1.2% |
| DOW Dow Inc. | 0.31% | 26,937 | $1.4M | Add +24.1% |
| QCOM Qualcomm Inc. | 0.31% | 6,965 | $1.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 0.29% | 18,419 | $1.3M | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.29% | 11,274 | $1.3M | Add +39.7% |
| JCI Johnson Controls Internation | 0.27% | 18,638 | $1.2M | Add +3.9% |
| DAL Delta Air Lines Inc. | 0.27% | 25,808 | $1.2M | Add +3.7% |
| LLY Eli Lilly & Co. | 0.26% | 1,306 | $1.2M | No change |
| VTIP Vanguard Short-Term Tips | 0.25% | 23,848 | $1.2M | Reduce -2.7% |
| EA Electronic Arts Inc. | 0.25% | 8,232 | $1.1M | Reduce -0.5% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 14,575 | $1.1M | Reduce -2.1% |
| NVDA Nvidia Corp. | 0.24% | 8,920 | $1.1M | New |
| AEP American Electric Power | 0.24% | 12,390 | $1.1M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 13,870 | $1.1M | Reduce -9.0% |
| HEWJ Isha Curr Hedged MSCI Japan | 0.23% | 24,304 | $1.1M | Reduce -8.9% |
| PAA Plains All Amer Pipeline LP | 0.23% | 58,821 | $1.1M | Reduce -2.8% |
| BA The Boeing Co. | 0.22% | 5,559 | $1.0M | Add +1.1% |
| SMH Vaneck Semiconductor ETF | 0.21% | 3,612 | $942K | No change |
| LAZ Lazard Inc. | 0.21% | 24,629 | $940K | Reduce -3.7% |
| EHAB Enhabit Inc. | 0.20% | 103,765 | $926K | No change |
| VYM Vanguard High DVD Yield ETF | 0.19% | 7,445 | $883K | No change |
| TRGP Targa Resources Corp. | 0.18% | 6,436 | $829K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.18% | 9,927 | $805K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.18% | 3,918 | $795K | No change |
| XLRE SS Real Estate Select Sector | 0.17% | 20,581 | $791K | Reduce -0.3% |
| INDA iShares MSCI India ETF | 0.17% | 14,084 | $786K | Add +23.4% |
| YUM Yum! Brands Inc. | 0.17% | 5,887 | $780K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.16% | 8,790 | $714K | Reduce -3.5% |
| TOTL SS Doubleline TR Tact ETF | 0.15% | 17,706 | $703K | No change |
| PSX Phillips 66 | 0.15% | 4,874 | $688K | No change |
| BAR Graniteshares Gold Trust | 0.14% | 26,880 | $617K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,511 | $615K | Reduce -1.0% |
| DVY iShares Select Dividend ETF | 0.13% | 5,044 | $610K | No change |
| GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED | 0.13% | 12,219 | $610K | Reduce -10.0% |
| VLO Valero Energy Corp. | 0.13% | 3,790 | $594K | No change |
| IJH iShares Core S&P Midcap ETF | 0.13% | 10,146 | $594K | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.13% | 2,591 | $586K | Reduce -1.0% |
| CTVA Corteva Inc. | 0.12% | 10,376 | $560K | Add +6.7% |
| DD Dupont DE Nemours Inc. | 0.12% | 6,686 | $538K | Add +8.9% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 2,940 | $537K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.12% | 7,863 | $536K | Reduce -6.0% |
| CVI CVR Energy Inc. | 0.12% | 19,700 | $527K | Add +71.3% |
| LRCX Lam Research Corp. | 0.12% | 495 | $527K | No change |
| MA Mastercard Inc. Class A | 0.11% | 1,174 | $518K | No change |
| DGRO iShares Core Dividend Growth | 0.11% | 8,884 | $512K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 4,608 | $508K | No change |
| LPG Dorian LPG Ltd. | 0.11% | 12,000 | $504K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.11% | 20,158 | $501K | No change |
| AMD Advanced Micro Devices | 0.11% | 3,073 | $498K | No change |
| LOOP Loop Industries Inc. | 0.11% | 238,501 | $498K | No change |
| XLF SS Financial Select Sector | 0.11% | 11,681 | $480K | Reduce -3.4% |
| APA Apa Corp. | 0.11% | 16,250 | $478K | New |
| MPC Marathon Petroleum Corp. | 0.10% | 2,748 | $477K | No change |
| HD Home Depot Inc. | 0.10% | 1,384 | $477K | No change |
| GLD SPDR Gold Shares | 0.10% | 2,199 | $473K | Reduce -12.5% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 847 | $468K | No change |
| IJR iShares Core S&P Small-Cap E | 0.10% | 4,389 | $468K | Reduce -2.0% |
| XLI SS Industrial Select Sector | 0.10% | 3,766 | $459K | No change |
| DFS Discover Financial Services | 0.10% | 3,452 | $452K | No change |
| MLI Mueller Industries Inc. | 0.10% | 7,800 | $444K | No change |
| MO Altria Group Inc. | 0.10% | 9,558 | $435K | Reduce -9.8% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,554 | $435K | No change |
| BHP BHP Group Ltd.-Spon ADR | 0.09% | 7,529 | $430K | Add +0.1% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.09% | 5,755 | $427K | No change |
| KVUE Kenvue Inc. | 0.09% | 22,360 | $407K | No change |
| DHR Danaher Corp. | 0.09% | 1,618 | $404K | Reduce -1.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.09% | 5,778 | $404K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 9,997 | $398K | Add +2.9% |
| ORCL Oracle Corp. | 0.08% | 2,593 | $366K | No change |
| BAM Brookfield Asset Mgmt-A | 0.08% | 9,535 | $363K | Reduce -2.4% |
| BLK BlackRock Finance Inc. | 0.08% | 448 | $353K | Reduce -2.2% |
| AMAT Applied Materials Inc. | 0.08% | 1,494 | $353K | No change |
| ADM Archer-Daniels-Midland Co. | 0.08% | 5,700 | $345K | No change |
| EOG EOG Resources Inc. | 0.07% | 2,701 | $340K | Add +1.9% |
| ESGR Enstar Group Ltd. | 0.07% | 1,100 | $336K | New |
| XLY SS Consumer Disc Select Sect | 0.07% | 1,812 | $331K | No change |
| MLM Martin Marietta Materials | 0.07% | 608 | $329K | No change |
| TRP TC Energy Corp. | 0.07% | 8,670 | $329K | Reduce -12.6% |
| SBUX Starbucks Corp. | 0.07% | 4,190 | $326K | Add +0.7% |
| JNJ Johnson & Johnson | 0.07% | 2,231 | $326K | Reduce -3.9% |
| DVN Devon Energy Corp. | 0.07% | 6,765 | $321K | Add +2.0% |
| COST Costco Wholesale Corp. | 0.07% | 373 | $317K | No change |
| OCSL Oaktree Specialty Lending Co. | 0.07% | 16,821 | $316K | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.07% | 4,059 | $311K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.07% | 6,279 | $306K | Reduce -3.6% |
| TIP iShares Tips Bond ETF | 0.07% | 2,854 | $305K | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.07% | 5,675 | $304K | No change |
| MKL Markel Group Inc. | 0.07% | 190 | $299K | New |
| PBF PBF Energy Inc. Class A | 0.06% | 6,128 | $282K | New |
| TS Tenaris SA-ADR | 0.06% | 9,239 | $282K | No change |
| MDY State Street SPDR S&P Midcap | 0.06% | 523 | $280K | No change |
| ACN Accenture PLC Class A | 0.06% | 895 | $272K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 2,126 | $270K | Reduce -5.4% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 3,454 | $269K | No change |
| GM General Motors Co. | 0.06% | 5,740 | $267K | Reduce -2.5% |
| SCHP Schwab U.S. Tips ETF | 0.06% | 5,091 | $265K | No change |
| CME Cme Group Inc. | 0.06% | 1,316 | $259K | No change |
| DFAC Dimensional US Core Equity 2 | 0.06% | 8,012 | $258K | Reduce -49.9% |
| EQBK Equity Bancshares Inc. Class A | 0.06% | 7,229 | $254K | No change |
| SCHW Schwab (charles) Corp. | 0.06% | 3,446 | $254K | No change |
| LOW Lowe's Cos Inc. | 0.05% | 1,116 | $246K | Reduce -4.4% |
| AMGN Amgen Inc. | 0.05% | 767 | $240K | Reduce -0.7% |
| DE Deere & Co. | 0.05% | 625 | $234K | Reduce -10.6% |
| ETN Eaton Corp. PLC | 0.05% | 726 | $228K | No change |
| TSLA Tesla Inc. | 0.05% | 1,117 | $221K | New |
| HDV iShares Core High Dividend E | 0.05% | 2,028 | $220K | No change |
| INCY Incyte Corp. | 0.05% | 3,500 | $212K | New |
| KBE SS SPDR S&P Bank ETF | 0.05% | 4,550 | $211K | No change |
| BX Blackstone Inc. | 0.05% | 1,698 | $210K | No change |
| HON Honeywell International Inc. | 0.05% | 979 | $209K | No change |
| NGL NGL Energy Partners LP | 0.04% | 38,365 | $194K | No change |
| SWN Southwestern Energy Co. | 0.04% | 28,028 | $189K | No change |
| EEM iShares MSCI Emerging Market | 0.04% | 4,392 | $187K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.04% | 1,840 | $171K | No change |
| GNR State Street SPDR S&P Global | 0.03% | 2,762 | $154K | No change |
| VFH Vanguard Financials ETF | 0.03% | 1,530 | $153K | Reduce -49.5% |
| DSU BlackRock Debt Strategies | 0.03% | 13,380 | $145K | Add +32.5% |
| VGT Vanguard Info Tech ETF | 0.03% | 250 | $144K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.03% | 3,460 | $139K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 1,280 | $137K | No change |
| PFF iShares Preferred & Income S | 0.03% | 4,284 | $135K | No change |
| SPNT Siriuspoint Ltd. | 0.03% | 11,000 | $134K | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.03% | 10,609 | $133K | Add +5.9% |
| PCYO Pure Cycle Corp. | 0.03% | 13,703 | $131K | No change |
| VOO Vanguard S&P 500 ETF | 0.03% | 230 | $115K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 1,433 | $111K | No change |
| XHE SS SPDR S&P HC Equip ETF | 0.02% | 1,292 | $109K | No change |
| DFUV Dimensional US Marketwide Va | 0.02% | 2,714 | $107K | Reduce -49.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.02% | 4,000 | $106K | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.02% | 1,889 | $104K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 2,618 | $101K | No change |
| FLRN SS SPDR BB Ig Float RT ETF | 0.02% | 3,258 | $101K | No change |
| FEZ State Street SPDR Euro Stoxx | 0.02% | 1,999 | $100K | No change |
| XLB SS Materials Select Sector | 0.02% | 999 | $88K | No change |
| XSLV Invesco S&P Smallcap Low Vol | 0.02% | 1,922 | $84K | No change |
| XLC SS Comm Select Sector SPDR | 0.02% | 900 | $77K | No change |
| VNQ Vanguard Real Estate ETF | 0.02% | 877 | $73K | No change |
| SCHG Schwab US Large-Cap Growth | 0.02% | 720 | $73K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 2,010 | $72K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 834 | $70K | No change |
| IBDP iShares Ibonds Dec 2024 Term | 0.01% | 2,674 | $67K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 192 | $50K | No change |
| HAP Vaneck Natural Resources ETF | 0.01% | 1,000 | $50K | No change |
| IHE iShares US Pharmaceuticals E | 0.01% | 750 | $50K | No change |
| IWD iShares Russell 1000 Value E | 0.01% | 247 | $43K | No change |
| SCHM Schwab US Mid Cap ETF | 0.01% | 550 | $43K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 162 | $40K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 161 | $40K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 215 | $39K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.01% | 164 | $38K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.01% | 521 | $36K | No change |
| BIV Vanguard Intermediate-Term B | 0.01% | 465 | $35K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 224 | $34K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 244 | $31K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 390 | $29K | Reduce -7.1% |
| OUSA Alps Oshares US Quality Divi | 0.01% | 552 | $27K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.01% | 332 | $23K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 280 | $21K | Add +0.4% |
| GOVT iShares US Treasury Bond ETF | 0.00% | 824 | $19K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.00% | 615 | $18K | No change |
| SCHH Schwab US REIT ETF | 0.00% | 733 | $15K | No change |
| QQQJ Invesco Nasdaq Next Gen 100 | 0.00% | 525 | $15K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 172 | $14K | Reduce -7.5% |
| VPU Vanguard Utilities ETF | 0.00% | 88 | $13K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 102 | $12K | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 115 | $11K | No change |
| EBND State Street SPDR Bloomberg | 0.00% | 535 | $11K | No change |
| AGZ iShares Agency Bond ETF | 0.00% | 98 | $11K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 315 | $9K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 312 | $9K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 39 | $9K | No change |
| BND Vanguard Total Bond Market | 0.00% | 108 | $8K | Add +0.9% |
| CMBS iShares CMBS ETF | 0.00% | 136 | $6K | No change |
| EWS iShares MSCI Singapore ETF | 0.00% | 330 | $6K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 45 | $6K | Reduce -50.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.00% | 23 | $6K | No change |
| IDU iShares US Utilities ETF | 0.00% | 62 | $5K | No change |
| RWX State Street SPDR Dow Jones | 0.00% | 189 | $5K | Add +1.1% |
| BKLN Invesco Senior Loan ETF | 0.00% | 216 | $5K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 94 | $4K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 21 | $4K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 72 | $4K | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 41 | $4K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 28 | $3K | No change |
| EWJ iShares MSCI Japan ETF | 0.00% | 47 | $3K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 15 | $3K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 12 | $832 | No change |
| SCHX Schwab US Large-Cap ETF | 0.00% | 8 | $514 | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 5 | $468 | No change |
| MUB iShares National Muni Bond E | 0.00% | 3 | $320 | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.00% | 3 | $122 | No change |