| IVV iShares Core S&P 500 ETF | 10.53% | 222,342 | $145.2M | Reduce -12.0% |
| DFCF Dimensional Core Fixed Inc. | 7.74% | 2,526,277 | $106.7M | Reduce -4.2% |
| DFIC Dimensional International Co. | 6.73% | 2,611,359 | $92.8M | Reduce -8.4% |
| DFSD Dimensional Short Duration | 5.95% | 1,714,301 | $82.1M | Reduce -3.0% |
| DFLV Dim US Large Cap Value ETF | 3.66% | 1,411,955 | $50.4M | Reduce -3.6% |
| DFAT Dimensional US Target Value | 3.43% | 757,816 | $47.3M | Reduce -6.1% |
| DUHP Dimensional US High Profi Et | 3.33% | 1,248,706 | $45.9M | Reduce -7.3% |
| DFEM Dimensional Emrg MRKT Core | 2.78% | 1,107,968 | $38.3M | Reduce -8.6% |
| VXUS Vanguard Total Intl Stock | 2.72% | 486,052 | $37.5M | Reduce -13.9% |
| IJH iShares Core S&P Midcap ETF | 2.70% | 551,833 | $37.3M | Reduce -25.8% |
| VOO Vanguard S&P 500 ETF | 2.65% | 61,107 | $36.5M | Reduce -10.8% |
| DFAS Dimensional US Small Cap ETF | 2.24% | 434,221 | $30.9M | Reduce -6.7% |
| IVE iShares S&P 500 Value ETF | 2.13% | 138,943 | $29.3M | Reduce -21.4% |
| DFAC Dimensional US Core Equity 2 | 2.03% | 720,781 | $28.0M | Reduce -2.8% |
| IXUS iShares Core Intl Stock ETF | 2.00% | 318,532 | $27.6M | Reduce -33.1% |
| BNDX Vanguard Total Intl Bond ETF | 1.98% | 568,524 | $27.3M | Reduce -11.8% |
| DUSB Dimension Ultrashort Fi ETF | 1.89% | 515,043 | $26.1M | Add +13.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.86% | 89,427 | $25.7M | Reduce -11.6% |
| LRGF iShares US Equity Factor ETF | 1.37% | 285,753 | $18.9M | Reduce -7.7% |
| AGG iShares Core U.S. Aggregate | 1.34% | 185,469 | $18.4M | Reduce -22.8% |
| USHY iShares Broad Usd High Yield | 1.32% | 494,734 | $18.2M | Reduce -14.0% |
| VOOV Vanguard S&P 500 Value ETF | 1.24% | 83,854 | $17.1M | Reduce -14.1% |
| DFAR Dimensional US Real Est ETF | 1.19% | 694,952 | $16.4M | Reduce -7.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.89% | 56,595 | $12.3M | Reduce -16.5% |
| BND Vanguard Total Bond Market | 0.88% | 165,041 | $12.2M | Reduce -20.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.72% | 83,705 | $9.9M | Reduce -26.5% |
| DFIV Dimensional International Va | 0.71% | 186,199 | $9.8M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 28,476 | $9.1M | Add +4.0% |
| VCIT Vanguard Int-Term Corporate | 0.65% | 108,134 | $8.9M | Reduce -10.4% |
| JPM JPMorgan Chase & Co. | 0.65% | 30,340 | $8.9M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 13,442 | $8.7M | Reduce -3.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.61% | 35,871 | $8.5M | Reduce -17.7% |
| IAGG iShares Intl Aggregate Bond | 0.59% | 162,062 | $8.1M | Reduce -27.0% |
| INTF iShares International Equity | 0.57% | 201,651 | $7.9M | Reduce -13.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.54% | 99,230 | $7.5M | Reduce -14.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.53% | 37,544 | $7.4M | Reduce -12.0% |
| VNQ Vanguard Real Estate ETF | 0.53% | 81,612 | $7.2M | Reduce -24.8% |
| USRT iShares Core US REIT ETF | 0.52% | 122,217 | $7.2M | Reduce -25.7% |
| BIV Vanguard Intermediate-Term B | 0.49% | 88,248 | $6.8M | Reduce -25.2% |
| SCHX Schwab US Large-Cap ETF | 0.47% | 250,522 | $6.4M | Reduce -4.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.46% | 43,486 | $6.3M | Reduce -19.7% |
| DFSV Dimensional US Small Cap Val | 0.45% | 176,140 | $6.2M | Reduce -1.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.45% | 126,652 | $6.1M | Reduce -26.1% |
| BSV Vanguard Short-Term Bond ETF | 0.44% | 78,235 | $6.1M | Reduce -23.7% |
| DFAX Dimensional World Ex US Core | 0.44% | 179,828 | $6.1M | Reduce -0.8% |
| AAPL Apple Inc. | 0.40% | 21,488 | $5.5M | Reduce -5.7% |
| EFA iShares MSCI Eafe ETF | 0.38% | 53,531 | $5.2M | Reduce -26.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.32% | 187,866 | $4.4M | Reduce -4.5% |
| GNR State Street SPDR S&P Global | 0.30% | 55,135 | $4.1M | Reduce -8.9% |
| NVDA Nvidia Corp. | 0.30% | 23,519 | $4.1M | Reduce -1.7% |
| VTIP Vanguard Short-Term Tips | 0.30% | 81,671 | $4.1M | Reduce -19.7% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.29% | 35,274 | $4.1M | Reduce -1.3% |
| MUB iShares National Muni Bond E | 0.28% | 36,418 | $3.9M | Reduce -36.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 12,714 | $3.8M | Reduce -24.8% |
| SUB iShares Short-Term National | 0.27% | 34,823 | $3.7M | Reduce -18.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.27% | 32,162 | $3.7M | Reduce -4.9% |
| IWB iShares Russell 1000 ETF | 0.26% | 10,087 | $3.6M | Reduce -5.7% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 28,818 | $3.6M | Reduce -23.3% |
| ICSH iShares Ultra Short Duration | 0.25% | 67,224 | $3.4M | Reduce -18.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.24% | 137,313 | $3.3M | Add +17.1% |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 34,196 | $3.3M | Reduce -20.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 11,816 | $3.1M | Reduce -1.9% |
| SCHP Schwab U.S. Tips ETF | 0.22% | 114,248 | $3.0M | Add +2.0% |
| TIP iShares Tips Bond ETF | 0.22% | 27,336 | $3.0M | Reduce -29.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 37,914 | $3.0M | Reduce -9.5% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 101,378 | $2.9M | Reduce -2.9% |
| MSFT Microsoft Corp. | 0.21% | 7,885 | $2.9M | Reduce -6.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.21% | 32,213 | $2.9M | Reduce -14.3% |
| SMLF iShares US Smallcap Equity F | 0.20% | 37,342 | $2.8M | Reduce -6.0% |
| ATO Atmos Energy Corp. | 0.20% | 15,173 | $2.8M | Add +0.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.19% | 56,748 | $2.7M | No change |
| LLY Eli Lilly & Co. | 0.19% | 2,880 | $2.6M | Reduce -9.5% |
| IBTG iShares Ibonds Dec 2026 Term | 0.18% | 108,310 | $2.5M | Add +22.7% |
| GOOGL Alphabet Inc. Class A | 0.16% | 7,626 | $2.2M | Reduce -8.5% |
| AMZN Amazon.com Inc. | 0.15% | 10,203 | $2.1M | Reduce -1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 41,985 | $2.1M | Reduce -5.7% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 14,215 | $2.0M | Reduce -15.6% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.14% | 85,436 | $2.0M | Add +30.6% |
| GLD SPDR Gold Shares | 0.14% | 4,422 | $1.9M | Reduce -17.7% |
| IWD iShares Russell 1000 Value E | 0.14% | 8,860 | $1.9M | Reduce -5.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.14% | 77,378 | $1.9M | Add +34.9% |
| DISV Dimensional International SM | 0.13% | 47,037 | $1.9M | Add +18.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.13% | 9,942 | $1.8M | No change |
| VXF Vanguard Extended Market ETF | 0.13% | 8,663 | $1.8M | Reduce -10.8% |
| GOOG Alphabet Inc. Class C | 0.13% | 6,126 | $1.8M | Reduce -8.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 3,345 | $1.6M | Add +20.9% |
| SPIP SS SPDR P Tips ETF | 0.11% | 58,603 | $1.5M | Reduce -24.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.11% | 59,217 | $1.5M | No change |
| JNK SS SPDR BB High Yield Bond | 0.11% | 15,741 | $1.5M | Reduce -25.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 14,543 | $1.5M | Reduce -22.5% |
| TSLA Tesla Inc. | 0.11% | 4,002 | $1.5M | Reduce -0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 26,915 | $1.5M | Reduce -14.4% |
| IBMP iShares Ibonds Dec 2027 Term | 0.10% | 56,799 | $1.4M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.10% | 30,419 | $1.4M | No change |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.10% | 10,082 | $1.3M | Reduce -14.0% |
| IMTB iShares Core 5-10 Year Usd | 0.09% | 29,778 | $1.3M | Reduce -27.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.09% | 24,159 | $1.3M | Reduce -42.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.09% | 49,154 | $1.3M | No change |
| RWR SS SPDR Dow Jones REIT ETF | 0.09% | 12,249 | $1.2M | Reduce -41.0% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 39,507 | $1.2M | Reduce -9.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 2,798 | $1.2M | Reduce -2.3% |
| DFUV Dimensional US Marketwide Va | 0.08% | 23,814 | $1.2M | Add +0.3% |
| EMGF iShares Emerging Markets Equ | 0.08% | 18,978 | $1.1M | Reduce -11.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.08% | 24,631 | $1.1M | Reduce -3.6% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.08% | 11,096 | $1.1M | Reduce -5.4% |
| IGE iShares North American Natur | 0.08% | 17,636 | $1.1M | Reduce -1.4% |
| IAU iShares Gold Trust | 0.08% | 12,376 | $1.1M | Reduce -27.0% |
| INFL Horizon Kinetics Infl Benef | 0.08% | 20,816 | $1.1M | No change |
| WMT Walmart Inc. | 0.07% | 8,268 | $1.0M | Reduce -1.9% |
| IUSV iShares Core S&P U.S. Value | 0.07% | 9,911 | $1.0M | Reduce -16.5% |
| VDE Vanguard Energy ETF | 0.07% | 5,735 | $992K | Reduce -20.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.07% | 35,627 | $992K | Reduce -10.1% |
| DFNM Dimensional National Muni BD | 0.07% | 20,568 | $986K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 1,623 | $929K | Reduce -0.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.06% | 38,638 | $867K | Add +107.8% |
| DFUS Dimensional US Eq MKT ETF | 0.06% | 12,175 | $863K | Reduce -7.8% |
| SLV iShares Silver Trust | 0.06% | 12,405 | $845K | Reduce -13.9% |
| WMB Williams Cos Inc. | 0.06% | 11,288 | $822K | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 12,715 | $815K | Reduce -18.4% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.06% | 31,792 | $806K | No change |
| NPO Enpro Inc. | 0.06% | 3,177 | $796K | Add +17.6% |
| AVGO Broadcom Inc. | 0.05% | 2,398 | $742K | Reduce -8.6% |
| V Visa Inc. Class A | 0.05% | 2,402 | $726K | Reduce -6.8% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.05% | 15,335 | $682K | No change |
| VAW Vanguard Materials ETF | 0.05% | 3,008 | $678K | Reduce -27.1% |
| LNG Cheniere Energy Inc. | 0.05% | 2,341 | $664K | New |
| IBHG iShares Ibonds 2027 HY Inc. | 0.05% | 30,000 | $664K | Add +200.0% |
| ATEC Alphatec Holdings Inc. | 0.05% | 59,583 | $648K | No change |
| STLD Steel Dynamics Inc. | 0.05% | 3,489 | $628K | Add +92.8% |
| ONB Old National Bancorp | 0.05% | 28,416 | $628K | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 4,220 | $616K | Reduce -13.4% |
| LNC Lincoln National Corp. | 0.04% | 17,062 | $606K | Reduce -22.1% |
| XOM Exxon Mobil Corp. | 0.04% | 3,553 | $603K | Reduce -1.2% |
| FELE Franklin Electric Co. Inc. | 0.04% | 6,487 | $598K | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.04% | 1,166 | $583K | Reduce -4.3% |
| XLK SS Technology Select Sector | 0.04% | 4,358 | $579K | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.04% | 2,357 | $576K | Reduce -17.6% |
| NFLX Netflix Inc. | 0.04% | 5,792 | $557K | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 0.04% | 7,982 | $557K | Reduce -23.6% |
| ABBV Abbvie Inc. | 0.04% | 2,528 | $550K | Reduce -15.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.04% | 7,951 | $544K | No change |
| HD Home Depot Inc. | 0.04% | 1,559 | $513K | Add +3.9% |
| DE Deere & Co. | 0.04% | 900 | $507K | Reduce -6.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 9,117 | $479K | Reduce -24.9% |
| IWF iShares Russell 1000 Growth | 0.03% | 1,055 | $450K | Reduce -5.9% |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 11,484 | $441K | Reduce -7.6% |
| COST Costco Wholesale Corp. | 0.03% | 436 | $435K | Add +2.6% |
| CAT Caterpillar Inc. | 0.03% | 598 | $424K | Reduce -18.2% |
| IVW iShares S&P 500 Growth ETF | 0.03% | 3,739 | $423K | Reduce -3.5% |
| IWM iShares Russell 2000 ETF | 0.03% | 1,650 | $409K | Reduce -18.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 4,919 | $406K | Reduce -0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 672 | $388K | Reduce -23.4% |
| ABT Abbott Laboratories | 0.03% | 3,711 | $381K | Add +0.4% |
| EPD Enterprise Products Partners | 0.03% | 10,028 | $379K | No change |
| DCOR Dimensional US Core Eq 1 ETF | 0.03% | 5,146 | $371K | Reduce -1.8% |
| IWN iShares Russell 2000 Value E | 0.03% | 1,873 | $355K | Reduce -52.6% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.03% | 13,574 | $351K | New |
| TXN Texas Instruments Inc. | 0.02% | 1,697 | $329K | Reduce -1.1% |
| BRO Brown & Brown Inc. | 0.02% | 4,949 | $323K | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.02% | 4,122 | $313K | Reduce -17.7% |
| FDX FedEx Corp. | 0.02% | 863 | $307K | Reduce -5.0% |
| PEP Pepsico Inc. | 0.02% | 1,932 | $300K | Reduce -15.5% |
| TRV The Travelers Cos Inc. | 0.02% | 1,024 | $299K | Add +0.2% |
| CVX Chevron Corp. | 0.02% | 1,436 | $297K | Reduce -5.7% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.02% | 2,860 | $292K | No change |
| COP Conocophillips | 0.02% | 2,158 | $285K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.02% | 838 | $283K | Add +19.2% |
| PG The Procter & Gamble Co. | 0.02% | 1,946 | $281K | Add +11.1% |
| BMAY Innovator U.S. Equity Buffer | 0.02% | 6,123 | $275K | No change |
| SPHY SS SPDR P High Yield ETF | 0.02% | 11,647 | $272K | Reduce -0.9% |
| LOW Lowe's Cos Inc. | 0.02% | 1,147 | $271K | Reduce -1.9% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 933 | $265K | Reduce -10.1% |
| AMGN Amgen Inc. | 0.02% | 742 | $261K | Reduce -0.4% |
| PGR Progressive Corp. | 0.02% | 1,313 | $260K | Reduce -1.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.02% | 2,541 | $249K | No change |
| MU Micron Technology Inc. | 0.02% | 727 | $246K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.02% | 4,320 | $244K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 5,006 | $244K | Reduce -11.0% |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,540 | $242K | Add +1.4% |
| FICO Fair Isaac Corp. | 0.02% | 219 | $234K | Reduce -3.5% |
| ADP Automatic Data Processing | 0.02% | 1,125 | $229K | Reduce -12.7% |
| C Citigroup Inc. | 0.02% | 2,010 | $228K | Reduce -1.6% |
| GEV GE Vernova Inc. | 0.02% | 259 | $226K | New |
| MRK Merck & Co. Inc. | 0.02% | 1,836 | $221K | New |
| ORCL Oracle Corp. | 0.02% | 1,473 | $217K | Reduce -19.8% |
| IBDU iShares Ibonds Dec 2029 Term | 0.02% | 9,251 | $215K | No change |
| SPIB SS SPDR P Int C Corp. ETF | 0.02% | 6,323 | $212K | Reduce -3.2% |
| WM Waste Management Inc. | 0.02% | 921 | $212K | Reduce -9.5% |
| LRCX Lam Research Corp. | 0.02% | 979 | $209K | New |
| GILD Gilead Sciences Inc. | 0.02% | 1,492 | $208K | New |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.01% | 153 | $202K | New |
| AIG American International Group | 0.01% | 2,673 | $201K | Reduce -13.6% |
| DFAW Dimensional World Eqty ETF | 0.01% | 2,632 | $194K | Reduce -37.9% |
| XLY SS Consumer Disc Select Sect | 0.01% | 1,778 | $194K | No change |
| DFEV Dimensional Emrg MRKT Val | 0.01% | 5,413 | $194K | Reduce -10.7% |
| 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 | $189K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.01% | 8,394 | $187K | Add +0.6% |
| SCZ iShares MSCI Eafe Small-Cap | 0.01% | 2,334 | $183K | No change |
| IWV iShares Russell 3000 ETF | 0.01% | 473 | $175K | No change |
| XLV SS Health Care Select Sector | 0.01% | 1,147 | $168K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.01% | 2,139 | $164K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.01% | 5,146 | $155K | Reduce -35.2% |
| EVLV Evolv Technologies Holdings | 0.01% | 24,408 | $148K | No change |
| DVY iShares Select Dividend ETF | 0.01% | 952 | $144K | Reduce -38.7% |
| KMAY Innovator US SC PB ETF - May | 0.01% | 4,921 | $141K | No change |
| ICVT iShares Convertible Bond ETF | 0.01% | 1,350 | $137K | No change |
| IMAY Innov Intl Dev PB ETF - May | 0.01% | 4,512 | $136K | No change |
| IWO iShares Russell 2000 Growth | 0.01% | 430 | $135K | No change |
| XLF SS Financial Select Sector | 0.01% | 2,583 | $128K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.01% | 2,480 | $120K | No change |
| XLE SS Energy Select Sector | 0.01% | 1,952 | $120K | Reduce -35.5% |
| XLI SS Industrial Select Sector | 0.01% | 728 | $118K | No change |
| SCHF Schwab Intl Equity ETF | 0.01% | 4,544 | $112K | Reduce -20.3% |
| DFIP Dimensional Inflation-Protec | 0.01% | 2,601 | $109K | No change |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 1,075 | $105K | Reduce -67.7% |
| GVI iShares Intermediate Governm | 0.01% | 863 | $92K | Add +0.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.01% | 4,049 | $89K | No change |
| VONG Vanguard Russell 1000 Growth | 0.01% | 792 | $87K | No change |
| PMAR Innovator U.S. Equity Power | 0.01% | 1,826 | $81K | No change |
| ESGD iShares Trust iShares ESG Aw | 0.01% | 843 | $81K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 814 | $74K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 842 | $69K | Reduce -52.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 214 | $65K | Reduce -38.7% |
| VOOG Vanguard S&P 500 Growth ETF | 0.00% | 157 | $64K | Reduce -53.8% |
| DFAU Dimensional US Core Equity M | 0.00% | 1,402 | $63K | Reduce -15.6% |
| REET iShares Global REIT ETF | 0.00% | 2,342 | $59K | Reduce -48.0% |
| VT Vanguard Tot World STK ETF | 0.00% | 422 | $58K | No change |
| IEV iShares Europe ETF | 0.00% | 819 | $56K | Reduce -65.3% |
| INOV Inno Int Dev Power Buff Nov | 0.00% | 1,528 | $53K | No change |
| DGRO iShares Core Dividend Growth | 0.00% | 751 | $53K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 1,558 | $51K | Reduce -27.9% |
| IMAR Innovator Intdevpow Buf-Mar | 0.00% | 1,747 | $51K | No change |
| PNOV Innovator U.S. Equity Power | 0.00% | 1,220 | $50K | No change |
| VGSH Vanguard Short-Term Treasury | 0.00% | 814 | $48K | No change |
| IOO iShares Global 100 ETF | 0.00% | 386 | $47K | Reduce -12.1% |
| VFH Vanguard Financials ETF | 0.00% | 379 | $46K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 562 | $42K | No change |
| KMAR Invtr US S CP PR BFR ETF - M | 0.00% | 1,347 | $39K | No change |
| DIHP Dimensional International Hi | 0.00% | 1,216 | $39K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 347 | $39K | No change |
| DFAI Dimensional International Co. | 0.00% | 980 | $38K | Reduce -57.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.00% | 473 | $37K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.00% | 464 | $37K | No change |
| ICLN iShares Global Clean Energy | 0.00% | 1,925 | $35K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.00% | 302 | $34K | No change |
| SCHV Schwab US Large-Cap Value | 0.00% | 1,067 | $33K | Reduce -47.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 277 | $30K | Reduce -90.6% |
| IYE iShares U.S. Energy ETF | 0.00% | 457 | $30K | No change |
| SCHG Schwab US Large-Cap Growth | 0.00% | 1,016 | $30K | No change |
| OEF iShares S&P 100 ETF | 0.00% | 90 | $29K | No change |
| XLP SS Consumer Staples Sel Sect | 0.00% | 330 | $27K | 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 |
| KNOV Inn US SML CP Pow B ETF - No | 0.00% | 890 | $26K | No change |
| VGT Vanguard Info Tech ETF | 0.00% | 36 | $25K | Reduce -45.5% |
| SCHD Schwab US DVD Equity ETF | 0.00% | 812 | $25K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 95 | $24K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 121 | $20K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.00% | 429 | $20K | No change |
| XNTK SS SPDR Nyse Tech ETF | 0.00% | 72 | $18K | No change |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.00% | 687 | $17K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 135 | $15K | No change |
| SPEM State Street SP PTF Em ETF | 0.00% | 299 | $14K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.00% | 504 | $13K | Add +0.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.00% | 45 | $11K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 200 | $11K | No change |
| MBB iShares MBS ETF | 0.00% | 102 | $10K | No change |
| 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 |
| CNRG SS SPDR S&P Kensho CLP ETF | 0.00% | 92 | $8K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 115 | $8K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 48 | $7K | Reduce -98.9% |
| EWI iShares MSCI Italy ETF | 0.00% | 111 | $6K | No change |
| XES SS SPDR S&P Og Eqp & Serv | 0.00% | 50 | $6K | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 56 | $5K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 82 | $5K | No change |
| IDV iShares International Select | 0.00% | 44 | $2K | No change |
| PFF iShares Preferred & Income S | 0.00% | 41 | $1K | No change |
| VTC Vanguard Total Corporate BND | 0.00% | 16 | $1K | No change |
| GOVT iShares US Treasury Bond ETF | 0.00% | 53 | $1K | Reduce -83.7% |
| ARTY iShares Future AI & Tech ETF | 0.00% | 10 | $465 | No change |
| IXC iShares Global Energy ETF | 0.00% | 1 | $52 | No change |