| IVV iShares Core S&P 500 ETF | 25.21% | 122,913 | $82.3M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 8.13% | 84,095 | $26.5M | Add +1.1% |
| MS Morgan Stanley | 5.00% | 102,674 | $16.3M | Add +0.1% |
| QLTY GMO U.S. Quality ETF | 3.72% | 334,952 | $12.1M | Add +50.1% |
| DE Deere & Co. | 3.18% | 22,693 | $10.4M | Add +132.7% |
| MSFT Microsoft Corp. | 2.38% | 14,999 | $7.8M | Reduce -6.5% |
| AAPL Apple Inc. | 2.21% | 28,258 | $7.2M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.15% | 10,525 | $7.0M | Add +7.8% |
| NVDA Nvidia Corp. | 2.10% | 36,688 | $6.8M | Add +4.2% |
| NSC Norfolk Southern Corp. | 1.71% | 18,531 | $5.6M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 1.57% | 54,879 | $5.1M | Add +12.7% |
| IYR iShares US Real Estate ETF | 1.49% | 50,123 | $4.9M | No change |
| EMLP First Trust North American E | 1.34% | 114,483 | $4.4M | Add +3.9% |
| IWV iShares Russell 3000 ETF | 1.34% | 11,535 | $4.4M | Add +256.1% |
| DMBS Doubleline Mortgage ETF | 1.23% | 80,466 | $4.0M | Add +78.9% |
| EWJ iShares MSCI Japan ETF | 1.14% | 46,501 | $3.7M | Add +33.1% |
| AMZN Amazon.com Inc. | 1.10% | 16,391 | $3.6M | Add +10.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 10,480 | $3.4M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.86% | 8,536 | $2.8M | Add +4.9% |
| ILOW AB Internal Low Volat Eq ETF filed as AB ACTIVE ETFS INC | 0.82% | 63,136 | $2.7M | No change |
| GOOGL Alphabet Inc. Class A | 0.80% | 10,778 | $2.6M | Add +4.8% |
| META Meta Platforms Inc. Class A | 0.78% | 3,467 | $2.5M | Add +7.1% |
| GOOG Alphabet Inc. Class C | 0.78% | 10,404 | $2.5M | Reduce -15.4% |
| ET Energy Transfer LP | 0.77% | 145,973 | $2.5M | Add +25.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 4,829 | $2.4M | Add +3.1% |
| VXUS Vanguard Total Intl Stock | 0.74% | 32,925 | $2.4M | Add +12.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.53% | 19,681 | $1.7M | Add +29.5% |
| VOO Vanguard S&P 500 ETF | 0.52% | 2,741 | $1.7M | Add +5.8% |
| TSLA Tesla Inc. | 0.51% | 3,765 | $1.7M | Add +15.7% |
| IAU iShares Gold Trust | 0.51% | 22,915 | $1.7M | Add +26.7% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 13,810 | $1.6M | Reduce -10.1% |
| QUAL iShares MSCI USA Quality Fac | 0.45% | 7,493 | $1.5M | Reduce -4.2% |
| PDBC Invesco Optimum Yield Divers | 0.43% | 104,813 | $1.4M | Reduce -5.3% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 21,816 | $1.3M | No change |
| V Visa Inc. Class A | 0.40% | 3,816 | $1.3M | Add +7.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.35% | 13,562 | $1.1M | No change |
| NFLX Netflix Inc. | 0.34% | 917 | $1.1M | Add +5.8% |
| IEMG iShares Core MSCI Emerging | 0.33% | 16,491 | $1.1M | Add +0.6% |
| ORCL Oracle Corp. | 0.33% | 3,805 | $1.1M | Add +5.0% |
| EEM iShares MSCI Emerging Market | 0.33% | 20,027 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.32% | 5,557 | $1.0M | Add +4.2% |
| LLY Eli Lilly & Co. | 0.31% | 1,333 | $1.0M | Add +2.9% |
| HD Home Depot Inc. | 0.31% | 2,487 | $1.0M | Add +5.7% |
| MA Mastercard Inc. Class A | 0.31% | 1,751 | $996K | Add +5.7% |
| PG The Procter & Gamble Co. | 0.29% | 6,235 | $958K | Reduce -5.7% |
| WMT Walmart Inc. | 0.29% | 9,227 | $951K | Add +2.3% |
| ABBV Abbvie Inc. | 0.28% | 3,969 | $919K | Add +2.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.28% | 10,040 | $901K | No change |
| GE General Electric filed as GE AEROSPACE | 0.26% | 2,874 | $864K | Add +3.1% |
| XOM Exxon Mobil Corp. | 0.26% | 7,493 | $845K | Add +8.1% |
| CSCO Cisco Systems Inc. | 0.26% | 12,346 | $845K | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 1,743 | $837K | No change |
| CSX CSX Corp. | 0.25% | 22,898 | $813K | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.23% | 3,161 | $765K | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.23% | 8,224 | $752K | No change |
| MTDR Matador Resources Co. | 0.23% | 16,596 | $746K | Add +0.1% |
| CAT Caterpillar Inc. | 0.23% | 1,545 | $737K | Reduce -4.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 2,541 | $710K | Add +4.1% |
| RNR Renaissancere Holdings Ltd. | 0.22% | 2,768 | $704K | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.21% | 874 | $696K | Reduce -6.0% |
| AMD Advanced Micro Devices | 0.21% | 4,268 | $691K | Add +5.4% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 4,895 | $690K | Add +18.0% |
| CVX Chevron Corp. | 0.21% | 4,430 | $688K | Add +14.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 3,641 | $682K | Add +22.3% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 3,709 | $677K | Add +16.9% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 12,299 | $666K | Reduce -1.5% |
| IBIT iShares Bitcoin Trust ETF | 0.20% | 10,143 | $659K | Add +174.1% |
| GLD SPDR Gold Shares | 0.20% | 1,832 | $651K | No change |
| UNH Unitedhealth Group Inc. | 0.20% | 1,863 | $643K | Add +12.0% |
| RTX RTX Corp. | 0.19% | 3,754 | $628K | Reduce -4.4% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 5,119 | $618K | Reduce -2.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.19% | 2,495 | $610K | No change |
| RAAX Vaneck Real Assets ETF | 0.18% | 17,448 | $601K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.18% | 11,279 | $582K | Add +3.5% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 8,864 | $578K | Add +0.2% |
| ABT Abbott Laboratories | 0.18% | 4,267 | $572K | Add +7.5% |
| COST Costco Wholesale Corp. | 0.17% | 615 | $569K | Add +3.5% |
| WFC Wells Fargo & Co. | 0.17% | 6,689 | $561K | Add +12.5% |
| KO The Coca-Cola Co. | 0.17% | 8,284 | $554K | Reduce -9.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 569 | $550K | Add +23.2% |
| PJAN Innovator U.S. Equity Power | 0.17% | 11,964 | $548K | No change |
| DUK Duke Energy Corp. | 0.17% | 4,359 | $539K | Reduce -1.0% |
| IDV iShares International Select | 0.17% | 14,728 | $538K | Reduce -2.5% |
| PFEB Innovator U.S. Equity Power | 0.16% | 13,548 | $538K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 3,707 | $536K | Add +2.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 5,601 | $533K | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.16% | 6,221 | $527K | Add +7.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.16% | 7,758 | $524K | No change |
| ASO Academy Sports & Outdoors Inc. | 0.15% | 10,073 | $504K | Add +0.6% |
| CRM Salesforce Inc. | 0.15% | 2,103 | $498K | Add +6.4% |
| MCD McDonald's Corp. | 0.15% | 1,630 | $495K | Reduce -5.3% |
| KLAC KLA Corp. | 0.15% | 443 | $478K | Add +1.8% |
| APH Amphenol Corp. Class A | 0.15% | 3,836 | $475K | Reduce -4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 4,140 | $474K | Add +1.3% |
| IWD iShares Russell 1000 Value E | 0.14% | 2,289 | $466K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 2,151 | $466K | No change |
| VONG Vanguard Russell 1000 Growth | 0.14% | 3,800 | $458K | No change |
| RWAY Runway Growth Finance Corp. | 0.14% | 44,621 | $453K | New |
| KSS Kohls Corp. | 0.14% | 29,179 | $448K | Add +1.2% |
| HCA HCA Healthcare Inc. | 0.14% | 1,036 | $442K | Reduce -24.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.13% | 7,374 | $437K | Add +15.2% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 892 | $433K | Add +22.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,520 | $429K | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 0.13% | 912 | $427K | No change |
| SAP Sap SE-Sponsored ADR | 0.13% | 1,571 | $420K | Add +18.0% |
| ACWI iShares MSCI Acwi ETF | 0.13% | 3,019 | $417K | Add +11.8% |
| IVE iShares S&P 500 Value ETF | 0.13% | 2,021 | $417K | Add +2.1% |
| LIN Linde PLC | 0.13% | 878 | $417K | Add +4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 664 | $399K | Add +73.8% |
| LRCX Lam Research Corp. | 0.12% | 2,954 | $395K | Add +15.3% |
| PEP Pepsico Inc. | 0.12% | 2,816 | $395K | Add +10.6% |
| PM Philip Morris International | 0.12% | 2,343 | $380K | Reduce -2.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.12% | 8,107 | $379K | Reduce -14.1% |
| ADP Automatic Data Processing | 0.11% | 1,259 | $371K | Add +2.3% |
| BLK BlackRock Inc. | 0.11% | 317 | $370K | Reduce -85.3% |
| PWR Quanta Services Inc. | 0.11% | 881 | $365K | Add +1.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 3,287 | $364K | Add +0.5% |
| PNFP Pinnacle Financial Partners | 0.11% | 3,821 | $358K | Add +2.1% |
| SPGI S&P Global Inc. | 0.11% | 734 | $357K | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.11% | 949 | $347K | No change |
| GEV GE Vernova Inc. | 0.11% | 562 | $346K | Add +9.3% |
| T AT&T Inc. | 0.11% | 12,194 | $344K | Add +2.1% |
| PGR Progressive Corp. | 0.11% | 1,389 | $343K | Add +0.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 3,390 | $338K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.10% | 4,709 | $334K | Add +17.9% |
| LMT Lockheed Martin Corp. | 0.10% | 664 | $331K | Reduce -11.1% |
| SO The Southern Co. | 0.10% | 3,493 | $331K | Reduce -5.2% |
| INTU Intuit Inc. | 0.10% | 478 | $327K | Reduce -5.2% |
| NOW ServiceNow Inc. | 0.10% | 354 | $326K | Add +1.4% |
| NEE Nextera Energy Inc. | 0.10% | 4,289 | $324K | Add +6.9% |
| AXP American Express Co. | 0.10% | 969 | $322K | Add +2.8% |
| SHEL Shell PLC-ADR | 0.10% | 4,476 | $320K | Add +14.4% |
| UBER Uber Technologies Inc. | 0.10% | 3,251 | $318K | Add +19.1% |
| EFV iShares MSCI Eafe Value ETF | 0.10% | 4,649 | $315K | Reduce -21.0% |
| BKNG Booking Holdings Inc. | 0.10% | 58 | $314K | No change |
| VTHR Vanguard Russell 3000 | 0.10% | 1,063 | $313K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 1,244 | $313K | Reduce -9.3% |
| TXN Texas Instruments Inc. | 0.10% | 1,695 | $311K | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.09% | 1,856 | $309K | Add +1.3% |
| ACN Accenture PLC Class A | 0.09% | 1,251 | $309K | Reduce -9.3% |
| AMGN Amgen Inc. | 0.09% | 1,091 | $308K | Add +0.2% |
| ETN Eaton Corp. PLC | 0.09% | 822 | $307K | Add +2.2% |
| SCHB Schwab US Broad Market ETF | 0.09% | 11,949 | $307K | No change |
| NVS Novartis AG-Sponsored ADR | 0.09% | 2,340 | $300K | Add +15.8% |
| ADI Analog Devices Inc. | 0.08% | 1,119 | $275K | Reduce -7.4% |
| ISRG Intuitive Surgical Inc. | 0.08% | 614 | $275K | Reduce -5.8% |
| NET Cloudflare Inc. Class A | 0.08% | 1,275 | $274K | Add +1.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 3,523 | $270K | Add +20.3% |
| SYK Stryker Corp. | 0.08% | 712 | $263K | Add +3.8% |
| MU Micron Technology Inc. | 0.08% | 1,568 | $262K | New |
| EPD Enterprise Products Partners | 0.08% | 8,384 | $262K | No change |
| LCNB LCNB Corporation | 0.08% | 17,488 | $262K | Reduce -24.6% |
| TMUS T-Mobile US Inc. | 0.08% | 1,073 | $257K | Add +4.7% |
| HELO JPMorgan Hedged Equity ETF | 0.08% | 3,870 | $252K | No change |
| OEF iShares S&P 100 ETF | 0.08% | 755 | $251K | Add +78.1% |
| TDG Transdigm Group Inc. | 0.08% | 190 | $250K | Add +1.6% |
| WMB Williams Cos Inc. | 0.08% | 3,909 | $248K | Add +1.5% |
| PHYS Sprott Physical Gold Trust | 0.08% | 8,323 | $247K | No change |
| JPST JPMorgan Ultra-Short Income | 0.08% | 4,854 | $246K | Add +2.6% |
| MODL Victoryshares Westend US Sec | 0.07% | 5,296 | $245K | New |
| UL Unilever PLC | 0.07% | 4,119 | $244K | Add +17.5% |
| VZ Verizon Communications Inc. | 0.07% | 5,499 | $242K | Reduce -14.5% |
| SCHW Schwab (charles) Corp. | 0.07% | 2,486 | $237K | Add +8.0% |
| SONY Sony Group Corp. - SP ADR | 0.07% | 8,236 | $237K | New |
| SBUX Starbucks Corp. | 0.07% | 2,796 | $237K | Reduce -6.5% |
| HON Honeywell International Inc. | 0.07% | 1,119 | $236K | Reduce -3.0% |
| SAN Banco Santander SA-Spon ADR | 0.07% | 22,343 | $234K | Add +16.3% |
| UNP Union Pacific Corp. | 0.07% | 990 | $234K | Add +6.1% |
| MCO Moody's Corp. | 0.07% | 490 | $233K | Add +2.3% |
| CYBR Cyberark Software Ltd./Israel | 0.07% | 479 | $231K | New |
| ORLY O'reilly Automotive Inc. | 0.07% | 2,134 | $230K | New |
| EMB iShares JP Morgan Usd Emergi | 0.07% | 2,394 | $228K | Add +0.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.07% | 1,183 | $226K | New |
| AOA iShares Core 80/20 Aggressiv | 0.07% | 2,491 | $220K | Add +4.4% |
| COIN Coinbase Global Inc. Class A | 0.07% | 650 | $219K | Add +8.0% |
| GILD Gilead Sciences Inc. | 0.07% | 1,973 | $219K | Add +2.4% |
| BSX Boston Scientific Corp. | 0.07% | 2,230 | $218K | Add +1.1% |
| COF Capital One Financial Corp. | 0.07% | 1,021 | $217K | Add +7.1% |
| CB Chubb Ltd. | 0.07% | 764 | $216K | Reduce -11.1% |
| INTC Intel Corp. | 0.07% | 6,411 | $215K | New |
| SPG Simon Property Group Inc. | 0.06% | 1,122 | $211K | New |
| ANET Arista Networks Inc. | 0.06% | 1,443 | $210K | New |
| PRF Invesco Rafi US 1000 ETF | 0.06% | 4,623 | $209K | Add +0.4% |
| CMCSA Comcast Corp. Class A | 0.06% | 6,600 | $207K | Reduce -27.7% |
| TSN Tyson Foods Inc. Class A | 0.06% | 3,804 | $207K | Reduce -4.0% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.06% | 12,292 | $206K | Add +14.9% |
| ADBE Adobe Inc. | 0.06% | 582 | $205K | Add +5.6% |
| SMH Vaneck Semiconductor ETF | 0.06% | 625 | $204K | New |
| SYM Symbotic Inc. | 0.06% | 3,771 | $203K | New |
| COP Conocophillips | 0.06% | 2,133 | $202K | New |
| MDT Medtronic PLC | 0.06% | 2,116 | $201K | New |
| PH Parker Hannifin Corp. | 0.06% | 264 | $200K | New |
| BTG B2GOLD Corp. | 0.06% | 40,000 | $198K | New |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.06% | 10,015 | $193K | New |
| VTWO Vanguard Russell 2000 ETF | 0.06% | 1,953 | $191K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 803 | $168K | Reduce -1.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.05% | 4,691 | $160K | Add +124.9% |
| THRO iShares U.S. Thematic Rotati | 0.05% | 4,105 | $155K | Reduce -6.9% |
| IYW iShares Ustechnology ETF | 0.05% | 764 | $150K | Reduce -44.0% |
| TLH iShares 10-20 Year Treasury | 0.05% | 1,431 | $147K | Add +14.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 836 | $147K | Reduce -2.8% |
| IWR iShares Russell Mid-Cap ETF | 0.04% | 1,473 | $142K | Add +0.1% |
| IVLU iShares MSCI International V | 0.04% | 3,667 | $130K | No change |
| HDV iShares Core High Dividend E | 0.04% | 1,000 | $122K | No change |
| IEV iShares Europe ETF | 0.04% | 1,806 | $118K | No change |
| JQUA JPMorgan US Quality Factor | 0.04% | 1,869 | $118K | No change |
| PEY Invesco High Yield Equity Di | 0.04% | 5,566 | $117K | No change |
| MFG Mizuho Financial Group-ADR | 0.03% | 16,938 | $113K | Add +21.3% |
| MBB iShares MBS ETF | 0.03% | 1,187 | $113K | Add +3.4% |
| VT Vanguard Tot World STK ETF | 0.03% | 816 | $112K | New |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 719 | $105K | No change |
| VXF Vanguard Extended Market ETF | 0.03% | 493 | $103K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.03% | 4,053 | $95K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.03% | 679 | $95K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.03% | 20,447 | $93K | Add +19.9% |
| HLN Haleon PLC-ADR | 0.03% | 10,141 | $91K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.03% | 350 | $90K | No change |
| IAGG iShares Intl Aggregate Bond | 0.03% | 1,695 | $87K | Add +7.3% |
| AOR iShares Core 60/40 Balanced | 0.03% | 1,346 | $87K | Add +0.3% |
| IWY iShares Russell Top 200 Grow | 0.03% | 307 | $84K | No change |
| ITA iShares U.S. Aerospace & Def | 0.02% | 377 | $79K | Add +309.8% |
| IUSV iShares Core S&P U.S. Value | 0.02% | 714 | $71K | No change |
| SMMD iShares Russell 2500 ETF | 0.02% | 963 | $71K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 274 | $70K | No change |
| RPV Invesco S&P 500 Pure Value E | 0.02% | 622 | $62K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 1,050 | $60K | Add +2.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 787 | $56K | No change |
| XLG Invesco S&P 500 Top 50 ETF | 0.02% | 960 | $55K | Add +90.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 406 | $46K | Reduce -72.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.01% | 546 | $45K | No change |
| IYH iShares U.S. Healthcare ETF | 0.01% | 770 | $45K | No change |
| PRN Invesco Dorsey Wright Indus | 0.01% | 175 | $30K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.01% | 289 | $30K | Add +7.0% |
| GDX Vaneck Gold Miners ETF | 0.01% | 382 | $29K | New |
| VLUE iShares MSCI USA Value Facto | 0.01% | 224 | $28K | No change |
| IYM iShares U.S. Basic Materials | 0.01% | 180 | $27K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 89 | $26K | No change |
| SCHX Schwab US Large-Cap ETF | 0.01% | 978 | $26K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 721 | $24K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 140 | $23K | New |
| GOVT iShares US Treasury Bond ETF | 0.01% | 984 | $23K | Add +0.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.01% | 56 | $23K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.01% | 470 | $21K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.01% | 403 | $19K | No change |
| XSMO Invesco S&P Smallcap Momentu | 0.01% | 250 | $18K | No change |
| IYE iShares U.S. Energy ETF | 0.00% | 294 | $14K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 91 | $13K | No change |
| MUB iShares National Muni Bond E | 0.00% | 101 | $11K | Add +65.6% |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 166 | $9K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 26 | $4K | No change |
| HEZU iShares Currency Hedged MSCI | 0.00% | 80 | $3K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 63 | $3K | No change |
| IGF iShares Global Infrastructur | 0.00% | 31 | $2K | No change |
| EMGF iShares Emerging Markets Equ | 0.00% | 30 | $2K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.00% | 5 | $2K | No change |
| AGG iShares Core U.S. Aggregate | 0.00% | 12 | $1K | No change |
| PBW Invesco Wilderhill Clean Ene | 0.00% | 41 | $1K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 6 | $1K | No change |
| SCHF Schwab Intl Equity ETF | 0.00% | 44 | $1K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 27 | $737 | No change |
| BBCA JPMorgan Betabuilders Canada | 0.00% | 8 | $698 | No change |
| IGM iShares Expanded Tech Sector | 0.00% | 4 | $504 | No change |
| TLT iShares 20+ Year Treasury BD | 0.00% | 3 | $268 | No change |
| ICLN iShares Global Clean Energy | 0.00% | 9 | $139 | No change |