| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.73% | 2,306,308 | $23.6M | Add +684.6% |
| AAPL Apple Inc. | 4.21% | 96,097 | $17.4M | Reduce -11.9% |
| GLDM SPDR Gold Minishares Trust | 4.11% | 273,722 | $16.9M | Add +348.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.48% | 26,898 | $14.3M | Add +69.0% |
| NVDA Nvidia Corp. | 2.92% | 111,187 | $12.1M | Reduce -24.8% |
| MSFT Microsoft Corp. | 2.71% | 29,702 | $11.1M | Reduce -18.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.50% | 18,429 | $10.3M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 2.07% | 55,779 | $8.5M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 2.03% | 48,649 | $8.4M | Reduce -13.0% |
| V Visa Inc. Class A | 1.89% | 22,280 | $7.8M | Reduce -0.7% |
| SIVR Abrdn Physical Silver Shares | 1.77% | 223,986 | $7.3M | Add +444.4% |
| GOOG Alphabet Inc. Class C | 1.68% | 44,240 | $6.9M | Reduce -17.2% |
| COST Costco Wholesale Corp. | 1.67% | 7,295 | $6.9M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.61% | 11,807 | $6.6M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.48% | 10,607 | $6.1M | Reduce -20.3% |
| AVGO Broadcom Inc. | 1.47% | 36,101 | $6.0M | Reduce -1.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.39% | 13,628 | $5.7M | Add +10.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.32% | 11,623 | $5.5M | Add +11.3% |
| RBRK Rubrik Inc. Class A | 1.32% | 89,376 | $5.5M | Add +239.0% |
| IJH iShares Core S&P Midcap ETF | 1.31% | 92,548 | $5.4M | Reduce -37.9% |
| CVX Chevron Corp. | 1.29% | 50,714 | $5.3M | Reduce -1.5% |
| WM Waste Management Inc. | 1.17% | 20,862 | $4.8M | Add +0.2% |
| CAT Caterpillar Inc. | 1.15% | 14,361 | $4.7M | Reduce -1.3% |
| HD Home Depot Inc. | 1.15% | 26,948 | $4.7M | Reduce -1.0% |
| MCD McDonald's Corp. | 1.13% | 14,888 | $4.7M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.11% | 34,253 | $4.6M | Reduce -1.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 1.09% | 57,403 | $4.5M | Reduce -43.7% |
| INTU Intuit Inc. | 0.94% | 6,309 | $3.9M | Reduce -1.9% |
| GS Goldman Sachs Group Inc. | 0.94% | 13,619 | $3.9M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.88% | 19,450 | $3.6M | Reduce -40.4% |
| NFLX Netflix Inc. | 0.85% | 3,768 | $3.5M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.82% | 30,452 | $3.4M | Reduce -0.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.82% | 80,369 | $3.4M | Reduce -9.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.76% | 11,377 | $3.1M | Reduce -5.7% |
| WMT Walmart Inc. | 0.76% | 35,486 | $3.1M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.74% | 19,608 | $3.0M | Reduce -1.8% |
| TEM Tempus AI Inc. Class A | 0.72% | 61,212 | $3.0M | Add +28.2% |
| ADP Automatic Data Processing | 0.69% | 9,299 | $2.8M | Reduce -7.2% |
| ECL Ecolab Inc. | 0.68% | 10,979 | $2.8M | Reduce -1.4% |
| EMR Emerson Electric Co. | 0.65% | 24,448 | $2.7M | Reduce -2.2% |
| GPC Genuine Parts Co. | 0.64% | 22,067 | $2.6M | Reduce -5.9% |
| XOM Exxon Mobil Corp. | 0.60% | 29,468 | $2.5M | Reduce -11.5% |
| ESS Essex Property Trust Inc. | 0.60% | 8,054 | $2.5M | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.60% | 8,547 | $2.5M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.59% | 25,544 | $2.4M | Reduce -1.7% |
| MAR Marriott International Class A | 0.55% | 9,567 | $2.3M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.54% | 11,886 | $2.2M | Add +0.1% |
| PANW Palo Alto Networks Inc. | 0.53% | 12,861 | $2.2M | Reduce -2.8% |
| FDN First Trust DJ Internet Ind | 0.52% | 9,733 | $2.2M | No change |
| CRM Salesforce Inc. | 0.52% | 8,050 | $2.2M | Reduce -3.3% |
| PLD Prologis Inc. | 0.52% | 19,122 | $2.1M | Reduce -5.6% |
| ABT Abbott Laboratories | 0.52% | 28,950 | $2.1M | Reduce -0.6% |
| AFL Aflac Inc. | 0.51% | 27,764 | $2.1M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.51% | 12,418 | $2.1M | Reduce -6.5% |
| ORLY O'reilly Automotive Inc. | 0.50% | 1,446 | $2.1M | Add +0.1% |
| XLK SS Technology Select Sector | 0.48% | 9,677 | $2.0M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.48% | 14,053 | $2.0M | Add +12.5% |
| ICE Intercontinental Exchange Inc. | 0.47% | 11,246 | $1.9M | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.47% | 6,212 | $1.9M | Reduce -2.8% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 27,602 | $1.9M | Reduce -12.7% |
| NOW ServiceNow Inc. | 0.45% | 2,327 | $1.9M | Reduce -2.7% |
| SYK Stryker Corp. | 0.44% | 4,840 | $1.8M | Reduce -15.7% |
| DOCU Docusign Inc. | 0.43% | 22,003 | $1.8M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.43% | 3,557 | $1.8M | Reduce -1.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.43% | 40,364 | $1.8M | Reduce -0.8% |
| IDV iShares International Select | 0.42% | 55,586 | $1.7M | Add +1.1% |
| UBER Uber Technologies Inc. | 0.42% | 23,599 | $1.7M | Reduce -3.6% |
| ETN Eaton Corp. PLC | 0.40% | 6,078 | $1.7M | Reduce -3.1% |
| DVY iShares Select Dividend ETF | 0.40% | 12,199 | $1.6M | Add +10.5% |
| MET Metlife Inc. | 0.40% | 20,376 | $1.6M | Reduce -9.6% |
| BLK BlackRock Inc. | 0.40% | 1,723 | $1.6M | Reduce -5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.40% | 4,395 | $1.6M | Reduce -0.4% |
| WRBY Warby Parker Inc. Class A | 0.39% | 87,616 | $1.6M | New |
| BND Vanguard Total Bond Market | 0.38% | 21,451 | $1.6M | Reduce -2.5% |
| OEF iShares S&P 100 ETF | 0.38% | 5,795 | $1.6M | Reduce -1.4% |
| ADBE Adobe Inc. | 0.38% | 4,092 | $1.6M | Reduce -22.7% |
| MELI MercadoLibre Inc. | 0.37% | 788 | $1.5M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 17,138 | $1.5M | Reduce -0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.35% | 2,929 | $1.5M | Reduce -15.3% |
| ROST Ross Stores Inc. | 0.35% | 11,398 | $1.5M | Reduce -8.2% |
| FGD First Trust DJ GL Sel DVD | 0.35% | 58,938 | $1.4M | Reduce -2.9% |
| WDAY Workday Inc. Class A | 0.34% | 5,941 | $1.4M | Reduce -3.2% |
| URI United Rentals Inc. | 0.32% | 2,117 | $1.3M | Reduce -11.5% |
| TUSI Touchstone Ultra Short Incom | 0.32% | 52,096 | $1.3M | Add +32.7% |
| NOBL Proshares S&P 500 Dividend A | 0.31% | 12,576 | $1.3M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 7,428 | $1.3M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 24,760 | $1.3M | Reduce -51.6% |
| CACI Caci International Inc. Class A | 0.29% | 3,215 | $1.2M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.27% | 8,169 | $1.1M | Add +5.5% |
| CDNS Cadence Design SYS Inc. | 0.26% | 4,202 | $1.1M | Reduce -16.3% |
| LGLV SPDR US LC Low Vol Idx | 0.26% | 6,084 | $1.1M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.25% | 1,264 | $1.0M | Add +1.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.25% | 3,020 | $1.0M | Reduce -83.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.24% | 43,085 | $998K | Reduce -1.2% |
| AMAT Applied Materials Inc. | 0.24% | 9,502 | $987K | Reduce -26.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.24% | 20,220 | $987K | Add +7.6% |
| ITB iShares U.S. Home Constructi | 0.24% | 10,236 | $975K | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.23% | 6,496 | $948K | Add +0.2% |
| XLY SS Consumer Disc Select Sect | 0.23% | 4,775 | $943K | Reduce -1.6% |
| HON Honeywell International Inc. | 0.22% | 5,820 | $921K | Reduce -28.1% |