| IVV iShares Core S&P 500 ETF | 11.10% | 246,492 | $153.0M | Add +0.8% |
| DFCF Dimensional Core Fixed Inc. | 6.25% | 2,037,414 | $86.1M | Add +6.5% |
| DFIC Dimensional International Co. | 5.74% | 2,546,499 | $79.2M | Add +1.6% |
| DFSD Dimensional Short Duration | 4.73% | 1,356,806 | $65.1M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 3.51% | 780,470 | $48.4M | Reduce -1.1% |
| VXUS Vanguard Total Intl Stock | 2.98% | 594,068 | $41.0M | Reduce -3.9% |
| DFLV Dim US Large Cap Value ETF | 2.96% | 1,314,950 | $40.8M | Add +6.3% |
| IXUS iShares Core Intl Stock ETF | 2.86% | 509,291 | $39.4M | Reduce -6.5% |
| VOO Vanguard S&P 500 ETF | 2.84% | 68,790 | $39.1M | Add +0.9% |
| DUHP Dimensional US High Profi Et | 2.78% | 1,079,305 | $38.4M | Add +9.5% |
| DFAT Dimensional US Target Value | 2.77% | 708,143 | $38.2M | Add +6.2% |
| IVE iShares S&P 500 Value ETF | 2.57% | 180,996 | $35.4M | Reduce -1.2% |
| DFEM Dimensional Emrg MRKT Core | 2.40% | 1,115,676 | $33.1M | Add +3.0% |
| BNDX Vanguard Total Intl Bond ETF | 2.18% | 606,529 | $30.0M | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.10% | 103,197 | $28.9M | Reduce -0.4% |
| DFAC Dimensional US Core Equity 2 | 1.98% | 761,413 | $27.3M | Add +0.6% |
| AGG iShares Core U.S. Aggregate | 1.96% | 272,588 | $27.0M | Reduce -1.5% |
| DFAS Dimensional US Small Cap ETF | 1.87% | 404,277 | $25.8M | Add +7.9% |
| LRGF iShares US Equity Factor ETF | 1.76% | 378,734 | $24.3M | Reduce -2.6% |
| VOOV Vanguard S&P 500 Value ETF | 1.43% | 104,551 | $19.7M | Reduce -2.0% |
| USHY iShares Broad Usd High Yield | 1.42% | 523,249 | $19.6M | Add +1.6% |
| BND Vanguard Total Bond Market | 1.16% | 217,562 | $16.0M | Reduce -0.7% |
| DUSB Dimension Ultrashort Fi ETF | 1.07% | 291,447 | $14.8M | Reduce -1.1% |
| DFAR Dimensional US Real Est ETF | 1.07% | 627,239 | $14.7M | Add +4.2% |
| VCIT Vanguard Int-Term Corporate | 1.04% | 172,528 | $14.3M | Reduce -1.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.97% | 68,294 | $13.3M | Reduce -0.7% |
| IAGG iShares Intl Aggregate Bond | 0.93% | 251,806 | $12.9M | Reduce -3.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.93% | 129,257 | $12.9M | Reduce -1.7% |
| INTF iShares International Equity | 0.79% | 318,396 | $10.9M | Reduce -19.4% |
| VNQ Vanguard Real Estate ETF | 0.76% | 117,904 | $10.5M | Reduce -2.0% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.73% | 44,497 | $10.0M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 0.70% | 125,053 | $9.7M | Reduce -3.1% |
| USRT iShares Core US REIT ETF | 0.69% | 169,245 | $9.6M | Reduce -2.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.67% | 189,072 | $9.2M | Reduce -3.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.62% | 126,344 | $8.5M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 27,882 | $8.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.61% | 28,921 | $8.4M | Add +79.1% |
| BSV Vanguard Short-Term Bond ETF | 0.59% | 102,903 | $8.1M | Reduce -4.0% |
| DFIV Dimensional International Va | 0.58% | 185,977 | $8.0M | Add +6.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.54% | 56,249 | $7.4M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 35,961 | $6.4M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 0.46% | 259,421 | $6.3M | Add +1.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 74,184 | $5.9M | Reduce -9.5% |
| IJR iShares Core S&P Small-Cap E | 0.42% | 52,749 | $5.8M | Reduce -2.0% |
| MUB iShares National Muni Bond E | 0.42% | 54,986 | $5.7M | Reduce -14.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 8,898 | $5.5M | Add +36.1% |
| DFAX Dimensional World Ex US Core | 0.40% | 186,812 | $5.5M | Reduce -8.6% |
| EFA iShares MSCI Eafe ETF | 0.39% | 60,356 | $5.4M | Reduce -3.1% |
| DFSV Dimensional US Small Cap Val | 0.39% | 182,311 | $5.4M | Add +5.2% |
| VTIP Vanguard Short-Term Tips | 0.37% | 101,983 | $5.1M | Reduce -2.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.36% | 17,372 | $5.0M | Add +3.1% |
| TIP iShares Tips Bond ETF | 0.35% | 43,403 | $4.8M | Reduce -1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.33% | 198,203 | $4.6M | Reduce -10.8% |
| AAPL Apple Inc. | 0.33% | 22,095 | $4.5M | Add +1.1% |
| SUB iShares Short-Term National | 0.32% | 41,526 | $4.4M | Reduce -10.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.30% | 39,595 | $4.2M | No change |
| ICSH iShares Ultra Short Duration | 0.30% | 81,918 | $4.2M | Reduce -35.5% |
| IWB iShares Russell 1000 ETF | 0.28% | 11,165 | $3.8M | Reduce -0.3% |
| GNR State Street SPDR S&P Global | 0.27% | 69,848 | $3.8M | Add +19.6% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.26% | 36,024 | $3.6M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.25% | 37,514 | $3.5M | Add +2.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 39,893 | $3.3M | Add +7.2% |
| MSFT Microsoft Corp. | 0.23% | 6,462 | $3.2M | Add +15.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.21% | 12,504 | $3.0M | Reduce -0.8% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 116,583 | $2.9M | Add +2.2% |
| SMLF iShares US Smallcap Equity F | 0.21% | 42,268 | $2.9M | Reduce -28.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 56,563 | $2.8M | Reduce -5.8% |
| NVDA Nvidia Corp. | 0.20% | 17,304 | $2.7M | Add +8.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 56,879 | $2.6M | Reduce -1.1% |
| SCHP Schwab U.S. Tips ETF | 0.19% | 95,899 | $2.6M | Add +5.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.18% | 46,998 | $2.5M | Reduce -3.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.17% | 94,310 | $2.4M | No change |
| ITOT iShares Core S&P Total U.S. | 0.17% | 17,545 | $2.4M | Reduce -1.1% |
| ATO Atmos Energy Corp. | 0.17% | 15,156 | $2.3M | Add +0.1% |
| SPIP SS SPDR P Tips ETF | 0.16% | 84,481 | $2.2M | Reduce -8.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.16% | 89,456 | $2.2M | Reduce -0.4% |
| JNK SS SPDR BB High Yield Bond | 0.15% | 21,762 | $2.1M | Reduce -2.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.15% | 20,457 | $2.1M | Reduce -9.5% |
| RWR SS SPDR Dow Jones REIT ETF | 0.15% | 21,013 | $2.0M | Reduce -4.1% |
| IWD iShares Russell 1000 Value E | 0.14% | 10,165 | $2.0M | Reduce -3.3% |
| VXF Vanguard Extended Market ETF | 0.14% | 9,713 | $1.9M | Reduce -0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 10,894 | $1.8M | No change |
| GLD SPDR Gold Shares | 0.13% | 5,806 | $1.8M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 0.13% | 8,065 | $1.8M | Add +11.9% |
| IMTB iShares Core 5-10 Year Usd | 0.12% | 39,457 | $1.7M | Reduce -3.9% |
| SCHM Schwab US Mid Cap ETF | 0.12% | 56,518 | $1.6M | Add +2.3% |
| IBMO iShares Ibonds Dec 2026 Term | 0.11% | 59,217 | $1.5M | Add +19.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.11% | 32,473 | $1.5M | Reduce -2.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.11% | 11,876 | $1.5M | Reduce -3.6% |
| IBMP iShares Ibonds Dec 2027 Term | 0.10% | 56,799 | $1.4M | Add +20.9% |
| DISV Dimensional International SM | 0.10% | 43,258 | $1.4M | Reduce -13.1% |
| GOOGL Alphabet Inc. Class A | 0.10% | 7,864 | $1.4M | Add +10.2% |
| IBMN iShares Ibonds Dec 2025 Term | 0.09% | 48,291 | $1.3M | Add +18.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 31,845 | $1.3M | No change |
| IBTF iShares Ibonds Dec 2025 Term | 0.09% | 54,643 | $1.3M | Reduce -10.8% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 25,804 | $1.3M | Reduce -12.3% |
| EMGF iShares Emerging Markets Equ | 0.09% | 23,744 | $1.2M | Reduce -43.4% |
| TSLA Tesla Inc. | 0.09% | 3,869 | $1.2M | Add +3.3% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.09% | 48,020 | $1.2M | Add +106.3% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.09% | 13,980 | $1.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 2,318 | $1.1M | Add +2.2% |
| IUSV iShares Core S&P U.S. Value | 0.08% | 11,896 | $1.1M | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.08% | 48,994 | $1.1M | Reduce -12.2% |
| IAU iShares Gold Trust | 0.08% | 17,649 | $1.1M | No change |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.08% | 45,432 | $1.1M | No change |
| LLY Eli Lilly & Co. | 0.07% | 1,301 | $1.0M | Add +6.1% |
| DFNM Dimensional National Muni BD | 0.07% | 21,347 | $1.0M | Reduce -41.9% |
| DFUV Dimensional US Marketwide Va | 0.07% | 23,616 | $998K | Add +0.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.07% | 38,095 | $932K | Add +1071.1% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 13,558 | $909K | Add +0.2% |
| INFL Horizon Kinetics Infl Benef | 0.06% | 20,816 | $871K | New |
| VDE Vanguard Energy ETF | 0.06% | 7,208 | $859K | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.06% | 4,839 | $858K | Add +7.9% |
| META Meta Platforms Inc. Class A | 0.06% | 1,158 | $855K | Add +9.0% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 14,099 | $804K | Reduce -27.3% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.06% | 31,792 | $802K | Add +45.5% |
| IGE iShares North American Natur | 0.06% | 17,939 | $794K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 31,980 | $776K | No change |
| NFLX Netflix Inc. | 0.06% | 572 | $766K | Add +59.8% |
| VAW Vanguard Materials ETF | 0.05% | 3,858 | $752K | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 0.05% | 12,518 | $752K | Add +15.0% |
| LNC Lincoln National Corp. | 0.05% | 21,603 | $747K | Add +0.1% |
| WMT Walmart Inc. | 0.05% | 7,478 | $731K | Add +1.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.05% | 15,803 | $729K | No change |
| V Visa Inc. Class A | 0.05% | 2,047 | $727K | Add +16.2% |
| IWN iShares Russell 2000 Value E | 0.05% | 4,568 | $721K | No change |
| WMB Williams Cos Inc. | 0.05% | 11,240 | $706K | Add +0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.05% | 5,059 | $687K | No change |
| ATEC Alphatec Holdings Inc. | 0.05% | 60,553 | $672K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 12,470 | $658K | Add +2.0% |
| ONB Old National Bancorp | 0.04% | 28,315 | $604K | Add +0.1% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 4,495 | $594K | Reduce -6.2% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.04% | 25,436 | $591K | No change |
| FELE Franklin Electric Co. Inc. | 0.04% | 6,558 | $589K | Reduce -0.3% |
| SLV iShares Silver Trust | 0.04% | 16,841 | $553K | No change |
| AVGO Broadcom Inc. | 0.04% | 1,951 | $538K | Add +42.8% |
| MA Mastercard Inc. Class A | 0.04% | 957 | $538K | Add +9.0% |
| HD Home Depot Inc. | 0.04% | 1,437 | $527K | Add +13.5% |
| ABBV Abbvie Inc. | 0.04% | 2,824 | $524K | Reduce -4.3% |
| KR Kroger Co. | 0.04% | 7,260 | $521K | Reduce -2.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 7,951 | $485K | No change |
| BRO Brown & Brown Inc. | 0.03% | 4,127 | $458K | Add +0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 5,364 | $444K | Reduce -77.8% |
| DFAW Dimensional World Eqty ETF | 0.03% | 6,555 | $440K | Reduce -7.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 786 | $434K | Reduce -1.1% |
| FICO Fair Isaac Corp. | 0.03% | 236 | $431K | Add +1.7% |
| IVW iShares S&P 500 Growth ETF | 0.03% | 3,897 | $429K | No change |
| COST Costco Wholesale Corp. | 0.03% | 426 | $423K | Add +10.9% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 6,529 | $400K | Reduce -17.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.03% | 3,437 | $377K | Add +4.4% |
| PGR Progressive Corp. | 0.03% | 1,395 | $372K | Add +6.7% |
| IWF iShares Russell 1000 Growth | 0.03% | 874 | $371K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 838 | $367K | Reduce -34.3% |
| DCOR Dimensional US Core Eq 1 ETF | 0.03% | 5,440 | $364K | Add +11.7% |
| ABT Abbott Laboratories | 0.03% | 2,595 | $353K | Reduce -1.6% |
| SPHY SS SPDR P High Yield ETF | 0.02% | 14,361 | $342K | No change |
| ORCL Oracle Corp. | 0.02% | 1,528 | $334K | New |
| PG The Procter & Gamble Co. | 0.02% | 2,033 | $324K | Add +22.0% |
| JNJ Johnson & Johnson | 0.02% | 2,044 | $312K | Reduce -3.2% |
| EPD Enterprise Products Partners | 0.02% | 9,922 | $308K | No change |
| SIVR Abrdn Physical Silver Shares | 0.02% | 8,641 | $297K | No change |
| KO The Coca-Cola Co. | 0.02% | 4,189 | $296K | Add +2.4% |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,510 | $277K | Add +1.5% |
| TRV The Travelers Cos Inc. | 0.02% | 1,027 | $275K | Add +11.8% |
| VPL Vanguard Ftse Pacific ETF | 0.02% | 3,325 | $273K | No change |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.02% | 2,862 | $273K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 1,226 | $272K | Add +7.5% |
| BMAY Innovator U.S. Equity Buffer | 0.02% | 6,123 | $258K | New |
| XOM Exxon Mobil Corp. | 0.02% | 2,368 | $255K | Reduce -5.1% |
| RTX RTX Corp. | 0.02% | 1,720 | $251K | Add +13.0% |
| XLK SS Technology Select Sector | 0.02% | 971 | $246K | Add +13.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.02% | 7,944 | $240K | No change |
| ADP Automatic Data Processing | 0.02% | 768 | $237K | Reduce -8.9% |
| INTU Intuit Inc. | 0.02% | 290 | $228K | New |
| STLD Steel Dynamics Inc. | 0.02% | 1,780 | $228K | Add +0.8% |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 6,649 | $223K | Add +0.2% |
| DVY iShares Select Dividend ETF | 0.02% | 1,632 | $217K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.02% | 556 | $216K | New |
| IBDU iShares Ibonds Dec 2029 Term | 0.02% | 9,251 | $216K | No change |
| CVX Chevron Corp. | 0.02% | 1,507 | $216K | Add +16.6% |
| AMGN Amgen Inc. | 0.02% | 768 | $214K | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 708 | $209K | New |
| CSCO Cisco Systems Inc. | 0.02% | 3,002 | $208K | New |
| EPP iShares MSCI Pacific Ex Japa | 0.01% | 4,138 | $204K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 8,965 | $202K | Reduce -33.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.01% | 7,523 | $191K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 3,195 | $174K | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 2,334 | $170K | No change |
| IWV iShares Russell 3000 ETF | 0.01% | 473 | $166K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.01% | 5,534 | $166K | Add +0.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 413 | $164K | No change |
| IEV iShares Europe ETF | 0.01% | 2,555 | $162K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 2,139 | $155K | Add +5.6% |
| EVLV Evolv Technologies Holdings | 0.01% | 24,408 | $152K | No change |
| GVI iShares Intermediate Governm | 0.01% | 1,315 | $140K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 1,777 | $138K | No change |
| IMAY Innov Intl Dev PB ETF - May | 0.01% | 4,511 | $127K | New |
| ICVT iShares Convertible Bond ETF | 0.01% | 1,371 | $124K | New |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 1,493 | $123K | New |
| IWO iShares Russell 2000 Growth | 0.01% | 430 | $123K | New |
| SCHF Schwab Intl Equity ETF | 0.01% | 5,362 | $119K | No change |
| XLE SS Energy Select Sector | 0.01% | 1,314 | $111K | No change |
| REET iShares Global REIT ETF | 0.01% | 4,500 | $111K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 1,363 | $110K | Reduce -8.3% |
| DFIP Dimensional Inflation-Protec | 0.01% | 2,601 | $109K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 2,480 | $106K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.01% | 4,049 | $89K | No change |
| IJT iShares S&P Small-Cap 600 GR | 0.01% | 661 | $88K | No change |
| VONG Vanguard Russell 1000 Growth | 0.01% | 792 | $86K | No change |
| XLY SS Consumer Disc Select Sect | 0.01% | 390 | $85K | No change |
| DFAI Dimensional International Co. | 0.01% | 2,305 | $80K | Add +0.9% |
| PMAR Innovator U.S. Equity Power | 0.01% | 1,825 | $77K | New |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 843 | $75K | No change |
| DFAU Dimensional US Core Equity M | 0.01% | 1,658 | $70K | Reduce -14.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 243 | $67K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 2,040 | $56K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 422 | $54K | No change |
| VFH Vanguard Financials ETF | 0.00% | 403 | $51K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 974 | $51K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 857 | $50K | No change |
| XLV SS Health Care Select Sector | 0.00% | 370 | $50K | No change |
| INOV Inno Int Dev Power Buff Nov | 0.00% | 1,528 | $49K | New |
| IMAR Innovator Intdevpow Buf-Mar | 0.00% | 1,746 | $49K | New |
| PNOV Innovator U.S. Equity Power | 0.00% | 1,220 | $48K | New |
| DGRO iShares Core Dividend Growth | 0.00% | 751 | $48K | No change |
| IOO iShares Global 100 ETF | 0.00% | 439 | $47K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 1,558 | $47K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 491 | $46K | New |
| MBB iShares MBS ETF | 0.00% | 450 | $42K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 622 | $40K | Add +0.2% |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 347 | $38K | No change |
| DIHP Dimensional International Hi | 0.00% | 1,216 | $36K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 319 | $36K | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.00% | 150 | $32K | No change |
| SCHD Schwab US DVD Equity ETF | 0.00% | 1,171 | $31K | Add +44.2% |
| EWC iShares MSCI Canada ETF | 0.00% | 650 | $30K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 1,016 | $30K | No change |
| EWY iShares MSCI South Korea ETF | 0.00% | 405 | $29K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.00% | 243 | $27K | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.00% | 1,274 | $27K | No change |
| XLP SS Consumer Staples Sel Sect | 0.00% | 330 | $27K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 1,925 | $25K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 196 | $25K | No change |
| VGT Vanguard Info Tech ETF | 0.00% | 36 | $24K | No change |
| IYE iShares U.S. Energy ETF | 0.00% | 457 | $21K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 775 | $20K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 209 | $19K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.00% | 429 | $18K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.00% | 72 | $17K | Add +22.0% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.00% | 687 | $17K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 205 | $14K | Reduce -64.0% |
| SPEM State Street SP PTF Em ETF | 0.00% | 299 | $13K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 489 | $13K | Add +0.8% |
| IHI iShares U.S. Medical Devices | 0.00% | 200 | $13K | No change |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 296 | $12K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 137 | $11K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 45 | $11K | New |
| XHB SS SPDR S&P Homebldrs ETF | 0.00% | 95 | $9K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 96 | $9K | No change |
| IEF iShares 7-10 Year Treasury B | 0.00% | 87 | $8K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.00% | 283 | $8K | New |
| PFF iShares Preferred & Income S | 0.00% | 247 | $8K | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.00% | 86 | $7K | New |
| CNRG SS SPDR S&P Kensho CLP ETF | 0.00% | 92 | $5K | No change |
| EWI iShares MSCI Italy ETF | 0.00% | 111 | $5K | New |
| UAE iShares MSCI Uae ETF | 0.00% | 247 | $5K | New |
| EWS iShares MSCI Singapore ETF | 0.00% | 175 | $5K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 56 | $4K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.00% | 32 | $4K | No change |
| EWJ iShares MSCI Japan ETF | 0.00% | 50 | $4K | No change |
| XES SS SPDR S&P Og Eqp & Serv | 0.00% | 50 | $3K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 43 | $3K | No change |
| IXC iShares Global Energy ETF | 0.00% | 49 | $2K | Reduce -51.0% |
| IYR iShares US Real Estate ETF | 0.00% | 20 | $2K | No change |
| IDV iShares International Select | 0.00% | 44 | $2K | New |
| VTC Vanguard Total Corporate BND | 0.00% | 16 | $1K | New |
| GOVT iShares US Treasury Bond ETF | 0.00% | 53 | $1K | New |
| EEM iShares MSCI Emerging Market | 0.00% | 25 | $1K | New |
| ARTY iShares Future AI & Tech ETF | 0.00% | 10 | $410 | No change |