| HUBS HubSpot Inc. | 24.15% | 39,346 | $23.2M | Reduce -13.5% |
| VEA Vanguard Ftse Developed ETF | 20.24% | 393,605 | $19.5M | Reduce -5.1% |
| VWO Vanguard Ftse Emerging Marke | 7.22% | 158,527 | $6.9M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 4.78% | 23,772 | $4.6M | Add +1.4% |
| GLDM SPDR Gold Minishares Trust | 3.97% | 82,736 | $3.8M | Reduce -17.0% |
| MSFT Microsoft Corp. | 3.85% | 8,278 | $3.7M | Add +23.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.02% | 26,670 | $1.9M | Reduce -0.3% |
| AAPL Apple Inc. | 1.98% | 9,023 | $1.9M | Reduce -1.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.89% | 6,785 | $1.8M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.76% | 13,711 | $1.7M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 1.56% | 2,995 | $1.5M | Reduce -2.8% |
| EPAM Epam Systems Inc. | 1.43% | 7,301 | $1.4M | Add +0.0% |
| ITOT iShares Core S&P Total U.S. | 1.16% | 9,368 | $1.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.73% | 3,854 | $702K | Add +7.0% |
| SCHF Schwab Intl Equity ETF | 0.71% | 17,639 | $678K | New |
| XOM Exxon Mobil Corp. | 0.66% | 5,535 | $637K | Add +16.3% |
| META Meta Platforms Inc. Class A | 0.64% | 1,224 | $617K | Add +4.1% |
| WMT Walmart Inc. | 0.63% | 8,920 | $604K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.59% | 3,079 | $565K | Add +6.9% |
| SFM Sprouts Farmers Market Inc. | 0.46% | 5,324 | $445K | Reduce -8.9% |
| EME Emcor Group Inc. | 0.43% | 1,126 | $411K | Reduce -6.1% |
| IEMG iShares Core MSCI Emerging | 0.41% | 7,422 | $397K | No change |
| ABBV Abbvie Inc. | 0.41% | 2,312 | $397K | Reduce -3.1% |
| VST Vistra Corp. | 0.41% | 4,595 | $395K | Reduce -13.9% |
| JPM JPMorgan Chase & Co. | 0.41% | 1,925 | $389K | Add +36.5% |
| MCK McKesson Corp. | 0.36% | 594 | $347K | Reduce -6.3% |
| PGR Progressive Corp. | 0.35% | 1,629 | $338K | Reduce -4.8% |
| UNH Unitedhealth Group Inc. | 0.35% | 659 | $336K | Reduce -8.8% |
| WIRE Encore Wire Corp. | 0.33% | 1,106 | $321K | Reduce -7.2% |
| MUSA Murphy USA Inc. | 0.33% | 677 | $318K | Reduce -6.4% |
| MPC Marathon Petroleum Corp. | 0.33% | 1,815 | $315K | Reduce -5.7% |
| COKE Coca-Cola Consolidated Inc. | 0.32% | 285 | $309K | Reduce -7.5% |
| ALSN Allison Transmission Holding | 0.32% | 4,067 | $309K | Reduce -6.5% |
| MRK Merck & Co. Inc. | 0.31% | 2,412 | $299K | Reduce -5.8% |
| MLI Mueller Industries Inc. | 0.31% | 5,232 | $298K | Reduce -7.0% |
| HCC Warrior Met Coal Inc. | 0.31% | 4,736 | $297K | Reduce -7.3% |
| CASY Casey's General Stores Inc. | 0.31% | 776 | $296K | Reduce -8.0% |
| RGA Reinsurance Group of America | 0.29% | 1,381 | $283K | Reduce -5.9% |
| HIG Hartford Insurance Group Inc. | 0.29% | 2,811 | $283K | Reduce -3.4% |
| CONSOL ENERGY INC | 0.29% | 2,762 | $282K | Reduce -5.9% |
| COP Conocophillips | 0.29% | 2,456 | $281K | Add +2.8% |
| CI The Cigna Group | 0.29% | 846 | $280K | Add +2.9% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.29% | 1,999 | $279K | Reduce -6.6% |
| VLO Valero Energy Corp. | 0.29% | 1,776 | $278K | Add +2.6% |
| COR Cencora Inc. | 0.29% | 1,230 | $277K | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.29% | 303 | $274K | New |
| IDCC Interdigital Inc. | 0.28% | 2,344 | $273K | Reduce -8.8% |
| AMR Alpha Metallurgical Resource | 0.28% | 958 | $269K | Reduce -7.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,545 | $267K | Reduce -7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 653 | $266K | Add +7.9% |
| FIX Comfort Systems USA Inc. | 0.27% | 847 | $258K | Reduce -2.1% |
| DELL Dell Technologies -C | 0.27% | 1,853 | $256K | Reduce -0.2% |
| CVX Chevron Corp. | 0.26% | 1,620 | $253K | Reduce -0.8% |
| PRI Primerica Inc. | 0.26% | 1,065 | $252K | Reduce -8.7% |
| PSX Phillips 66 | 0.26% | 1,779 | $251K | Reduce -2.2% |
| LRN Stride Inc. | 0.26% | 3,529 | $249K | Reduce -5.7% |
| CAH Cardinal Health Inc. | 0.26% | 2,507 | $246K | Reduce -6.4% |
| LOPE Grand Canyon Education Inc. | 0.26% | 1,761 | $246K | Reduce -6.2% |
| AFL Aflac Inc. | 0.25% | 2,727 | $244K | Reduce -6.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 2,211 | $243K | Reduce -8.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 518 | $243K | Reduce -10.7% |
| AMP Ameriprise Financial Inc. | 0.25% | 568 | $243K | Add +1.3% |
| RS Reliance Inc. | 0.25% | 837 | $239K | Reduce -9.8% |
| MTG Mgic Investment Corp. | 0.25% | 11,054 | $238K | Reduce -7.4% |
| L Loews Corp. | 0.25% | 3,173 | $237K | Reduce -5.8% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.25% | 262 | $236K | Reduce -7.1% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.24% | 4,323 | $234K | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.24% | 3,041 | $233K | New |
| NSIT Insight Enterprises Inc. | 0.24% | 1,169 | $232K | Reduce -6.8% |
| GPOR Gulfport Energy Corp. | 0.24% | 1,529 | $231K | Reduce -6.3% |
| BRC Brady Corporation Class A | 0.24% | 3,479 | $230K | Reduce -5.7% |
| STLD Steel Dynamics Inc. | 0.24% | 1,756 | $227K | Add +1.6% |
| NTAP Netapp Inc. | 0.23% | 1,752 | $226K | New |
| CNA Cna Financial Corp. | 0.23% | 4,884 | $225K | Reduce -3.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.23% | 2,854 | $224K | Add +8.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 1,215 | $222K | No change |
| UNM Unum Group | 0.23% | 4,323 | $221K | Reduce -5.7% |
| MET Metlife Inc. | 0.23% | 3,118 | $219K | New |
| ORLY O'reilly Automotive Inc. | 0.23% | 207 | $219K | Reduce -10.8% |
| TRV The Travelers Cos Inc. | 0.22% | 1,057 | $215K | Reduce -5.8% |
| ORI Old Republic Intl Corp. | 0.22% | 6,947 | $215K | Reduce -8.2% |
| EXPD Expeditors Intl Wash Inc. | 0.22% | 1,719 | $215K | Reduce -8.5% |
| IWS iShares Russell Mid-Cap Valu | 0.22% | 1,763 | $213K | No change |
| PHM Pultegroup Inc. | 0.21% | 1,875 | $206K | Reduce -8.1% |
| CSCO Cisco Systems Inc. | 0.21% | 4,326 | $206K | Reduce -17.9% |
| IAU iShares Gold Trust | 0.21% | 4,674 | $205K | New |
| REGN Regeneron Pharmaceuticals | 0.21% | 195 | $205K | Reduce -10.6% |
| FNF Fidelity National Financial | 0.21% | 4,132 | $204K | Reduce -3.9% |
| KR Kroger Co. | 0.21% | 4,068 | $203K | Reduce -4.8% |
| IWM iShares Russell 2000 ETF | 0.21% | 996 | $202K | New |
| MBC Masterbrand Inc. | 0.16% | 10,496 | $154K | Reduce -1.3% |
| GNW Genworth Financial Inc. | 0.14% | 22,742 | $137K | Reduce -12.2% |