| VTI VG Morningstar TS MKT ETF-US | 23.00% | 228,999 | $54.5M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 12.41% | 614,321 | $29.4M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 11.34% | 351,399 | $26.9M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 11.07% | 175,216 | $26.3M | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 5.17% | 159,289 | $12.3M | Reduce -0.1% |
| DFUS Dimensional US Eq MKT ETF | 4.40% | 200,701 | $10.4M | Reduce -0.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 4.11% | 66,934 | $9.7M | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.05% | 39,812 | $7.2M | Reduce -0.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 2.56% | 246,162 | $6.1M | Reduce -0.3% |
| VEU Vanguard Ftse All-World Ex-U | 2.25% | 94,872 | $5.3M | Reduce -0.1% |
| FBND Fidelity Total Bond ETF | 2.18% | 111,897 | $5.2M | No change |
| SCHD Schwab US DVD Equity ETF | 1.66% | 51,453 | $3.9M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.60% | 74,416 | $3.8M | Reduce -0.4% |
| SCHP Schwab U.S. Tips ETF | 1.54% | 69,705 | $3.6M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.38% | 79,687 | $3.3M | Reduce -0.2% |
| IEF iShares 7-10 Year Treasury B | 1.28% | 31,460 | $3.0M | No change |
| DFAT Dimensional US Target Value | 0.97% | 43,286 | $2.3M | Reduce -0.1% |
| AAPL Apple Inc. | 0.86% | 10,549 | $2.0M | Reduce -0.0% |
| ESGU iShares ESG Aware MSCI USA | 0.80% | 17,993 | $1.9M | No change |
| BAH Booz Allen Hamilton Holdings | 0.75% | 13,976 | $1.8M | No change |
| VXUS Vanguard Total Intl Stock | 0.68% | 27,818 | $1.6M | Reduce -1.3% |
| ESGD iShares Trust iShares ESG Aw | 0.63% | 19,932 | $1.5M | No change |
| BND Vanguard Total Bond Market | 0.58% | 18,667 | $1.4M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.50% | 5,045 | $1.2M | No change |
| MUB iShares National Muni Bond E | 0.39% | 8,546 | $927K | Reduce -0.3% |
| MCO Moody's Corp. | 0.35% | 2,124 | $830K | No change |
| GOOD Gladstone Commercial Corp. | 0.33% | 58,100 | $780K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 2,123 | $759K | No change |
| AMZN Amazon.com Inc. | 0.31% | 4,820 | $739K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.29% | 11,712 | $687K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.24% | 17,682 | $567K | No change |
| VOO Vanguard S&P 500 ETF | 0.23% | 1,255 | $550K | No change |
| SCHB Schwab US Broad Market ETF | 0.23% | 9,749 | $545K | Reduce -1.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.23% | 9,692 | $538K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,253 | $515K | Reduce -0.9% |
| BWMN Bowman Consulting Group Ltd. | 0.20% | 13,000 | $467K | No change |
| IVV iShares Core S&P 500 ETF | 0.19% | 918 | $440K | No change |
| MSFT Microsoft Corp. | 0.18% | 1,153 | $433K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 1,892 | $408K | Reduce -5.6% |
| TENB Tenable Holdings Inc. | 0.15% | 7,500 | $352K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.13% | 6,069 | $308K | No change |
| LDOS Leidos Holdings Inc. | 0.13% | 2,849 | $308K | No change |
| GLD SPDR Gold Shares | 0.13% | 1,553 | $297K | No change |
| D Dominion Energy Inc. | 0.11% | 5,676 | $267K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.11% | 7,844 | $267K | No change |
| XLK SS Technology Select Sector | 0.11% | 1,294 | $250K | No change |
| NSC Norfolk Southern Corp. | 0.10% | 1,011 | $239K | No change |
| TSLA Tesla Inc. | 0.09% | 876 | $222K | No change |
| SUB iShares Short-Term National | 0.09% | 2,093 | $221K | No change |
| DFUV Dimensional US Marketwide Va | 0.09% | 5,698 | $213K | No change |
| SAIC Science Applications Inte | 0.09% | 1,628 | $203K | No change |
| SMRT Smartrent Inc. | 0.04% | 31,086 | $101K | No change |