| IVV iShares Core S&P 500 ETF | 6.27% | 158,138 | $98.2M | Add +6.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.20% | 1,291,697 | $65.8M | Add +0.9% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.96% | 1,233,046 | $62.0M | Add +0.1% |
| SCHR Schwab Intermediate-Term US | 3.74% | 2,342,662 | $58.6M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 3.53% | 269,307 | $55.3M | Add +3.5% |
| DSTL Distillate US Fundamental St | 3.48% | 985,505 | $54.5M | Add +5.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.16% | 623,094 | $49.5M | Add +5.0% |
| IJH iShares Core S&P Midcap ETF | 2.76% | 696,158 | $43.2M | Add +1.0% |
| SGOV iShares 0-3 Month Treasury B | 2.69% | 418,153 | $42.1M | Reduce -24.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.07% | 1,321,791 | $32.4M | Add +4.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.94% | 363,436 | $30.3M | Add +4.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.75% | 684,534 | $27.4M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 1.75% | 250,176 | $27.3M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.73% | 43,623 | $27.0M | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.72% | 549,677 | $27.0M | Add +6.9% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.63% | 890,652 | $25.5M | Add +1.3% |
| MSFT Microsoft Corp. | 1.45% | 45,803 | $22.8M | Add +20.1% |
| VIGI Vanguard Int Div App Indx FD | 1.40% | 242,781 | $21.9M | Add +3.2% |
| AAPL Apple Inc. | 1.21% | 92,256 | $18.9M | Add +12.3% |
| RWK Invesco S&P Midcap 400 Rev | 1.21% | 161,746 | $18.9M | Reduce -0.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.20% | 571,159 | $18.9M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 1.20% | 313,733 | $18.8M | Add +3.5% |
| JSMD Janus Small Mid Cap GR Alp | 1.16% | 234,772 | $18.2M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.10% | 108,838 | $17.2M | Add +24.6% |
| XLE SS Energy Select Sector | 1.10% | 202,362 | $17.2M | Add +0.3% |
| IAU iShares Gold Trust | 1.02% | 255,613 | $15.9M | Add +1.1% |
| MUB iShares National Muni Bond E | 0.96% | 144,086 | $15.1M | Add +5.7% |
| SCHO Schwab Short-Term US Treas | 0.92% | 590,469 | $14.4M | Reduce -5.3% |
| COMB Graniteshares Bcom Broad STR | 0.88% | 656,542 | $13.8M | Add +2.8% |
| SCHP Schwab U.S. Tips ETF | 0.85% | 498,091 | $13.3M | Add +9.6% |
| VOO Vanguard S&P 500 ETF | 0.83% | 22,844 | $13.0M | Add +5.5% |
| AMZN Amazon.com Inc. | 0.76% | 54,346 | $11.9M | Add +15.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 22,926 | $11.1M | Add +3.1% |
| DSMC Distillate S/M Cash Flow ETF | 0.68% | 326,435 | $10.6M | Add +6.7% |
| DFNM Dimensional National Muni BD | 0.66% | 216,429 | $10.3M | Reduce -8.3% |
| JPM JPMorgan Chase & Co. | 0.65% | 35,304 | $10.2M | Add +8.3% |
| AVGO Broadcom Inc. | 0.63% | 35,809 | $9.9M | Add +16.8% |
| JPST JPMorgan Ultra-Short Income | 0.61% | 188,909 | $9.6M | Reduce -16.0% |
| META Meta Platforms Inc. Class A | 0.61% | 12,878 | $9.5M | Add +17.8% |
| ICSH iShares Ultra Short Duration | 0.60% | 184,542 | $9.4M | Reduce -16.0% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 163,711 | $9.3M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.55% | 48,659 | $8.6M | Add +3.2% |
| PKW Invesco Buyback Achievers Et | 0.50% | 63,960 | $7.9M | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.50% | 102,959 | $7.8M | Reduce -0.2% |
| V Visa Inc. Class A | 0.50% | 22,045 | $7.8M | Add +8.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.49% | 73,775 | $7.7M | Reduce -0.3% |
| PRF Invesco Rafi US 1000 ETF | 0.48% | 176,864 | $7.5M | Reduce -5.0% |
| PGR Progressive Corp. | 0.44% | 25,699 | $6.9M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.44% | 38,880 | $6.9M | Add +22.9% |
| MCK McKesson Corp. | 0.42% | 8,924 | $6.5M | Add +0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.39% | 116,092 | $6.1M | Reduce -2.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.38% | 109,559 | $6.0M | Add +25.2% |
| XOM Exxon Mobil Corp. | 0.37% | 54,238 | $5.8M | Add +4.6% |
| ORCL Oracle Corp. | 0.36% | 25,604 | $5.6M | Reduce -12.8% |
| AXP American Express Co. | 0.35% | 17,424 | $5.6M | Add +3.7% |
| COST Costco Wholesale Corp. | 0.35% | 5,499 | $5.4M | Add +2.6% |
| MDY State Street SPDR S&P Midcap | 0.34% | 9,452 | $5.4M | Reduce -2.8% |
| CVX Chevron Corp. | 0.34% | 37,471 | $5.4M | Add +4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 125,803 | $5.4M | Add +18.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 16,843 | $5.1M | Reduce -2.1% |
| CSCO Cisco Systems Inc. | 0.32% | 71,896 | $5.0M | Add +9.1% |
| VGIT Vanguard Intermediate-Term T | 0.32% | 82,591 | $4.9M | Reduce -9.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.32% | 237,666 | $4.9M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.31% | 30,947 | $4.9M | Add +8.0% |
| AZO AutoZone Inc. | 0.31% | 1,313 | $4.9M | Reduce -1.5% |
| ADI Analog Devices Inc. | 0.31% | 20,217 | $4.8M | Add +2.3% |
| JNJ Johnson & Johnson | 0.29% | 29,961 | $4.6M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.29% | 5,844 | $4.6M | Add +10.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.29% | 186,814 | $4.5M | Add +4.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.29% | 185,555 | $4.5M | Add +4.2% |
| ADP Automatic Data Processing | 0.28% | 14,251 | $4.4M | Add +2.1% |
| PG The Procter & Gamble Co. | 0.28% | 27,568 | $4.4M | Add +7.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.27% | 166,457 | $4.2M | No change |
| ACN Accenture PLC Class A | 0.26% | 13,433 | $4.0M | Add +5.6% |
| KR Kroger Co. | 0.25% | 55,338 | $4.0M | Add +0.6% |
| JMUB JPMorgan Municipal ETF | 0.25% | 78,922 | $3.9M | Reduce -10.9% |
| MA Mastercard Inc. Class A | 0.25% | 6,893 | $3.9M | Add +8.9% |
| EBAY eBay Inc. | 0.24% | 51,476 | $3.8M | Add +0.5% |
| SYK Stryker Corp. | 0.24% | 9,603 | $3.8M | Add +4.1% |
| AMGN Amgen Inc. | 0.23% | 13,164 | $3.7M | Add +2.4% |
| MCD McDonald's Corp. | 0.23% | 12,525 | $3.7M | Add +4.5% |
| MPC Marathon Petroleum Corp. | 0.23% | 21,746 | $3.6M | Add +5.7% |
| NFLX Netflix Inc. | 0.22% | 2,622 | $3.5M | Add +19.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 28,194 | $3.5M | Add +7.9% |
| PANW Palo Alto Networks Inc. | 0.22% | 16,705 | $3.4M | Add +5.9% |
| PNC PNC Financial Services Group | 0.21% | 17,632 | $3.3M | Add +2.3% |
| SPGI S&P Global Inc. | 0.21% | 6,217 | $3.3M | Add +10.1% |
| SCHW Schwab (charles) Corp. | 0.21% | 35,219 | $3.2M | Add +8.4% |
| PYPL PayPal Holdings Inc. | 0.20% | 43,029 | $3.2M | Add +38.9% |
| ADBE Adobe Inc. | 0.20% | 8,030 | $3.1M | Add +80.2% |
| DHR Danaher Corp. | 0.19% | 14,758 | $2.9M | Add +5.5% |
| MDT Medtronic PLC | 0.19% | 33,228 | $2.9M | Add +6.7% |
| ABBV Abbvie Inc. | 0.18% | 15,546 | $2.9M | Add +6.9% |
| NTRS Northern Trust Corp. | 0.18% | 22,639 | $2.9M | Add +1.2% |
| LOW Lowe's Cos Inc. | 0.18% | 12,842 | $2.8M | Add +5.8% |
| PFE Pfizer Inc. | 0.18% | 117,214 | $2.8M | Add +5.3% |
| EA Electronic Arts Inc. | 0.18% | 17,371 | $2.8M | Add +4.2% |
| EOG EOG Resources Inc. | 0.18% | 23,158 | $2.8M | Add +5.8% |
| PEP Pepsico Inc. | 0.17% | 20,598 | $2.7M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.17% | 8,554 | $2.7M | Add +49.2% |
| CRM Salesforce Inc. | 0.17% | 9,498 | $2.6M | Add +11.4% |
| USB US Bancorp | 0.16% | 54,566 | $2.5M | Add +3.2% |
| DFAS Dimensional US Small Cap ETF | 0.16% | 38,988 | $2.5M | Add +11.8% |
| SPEM State Street SP PTF Em ETF | 0.16% | 57,616 | $2.5M | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 26,391 | $2.4M | Add +1.4% |
| BMY Bristol-Myers Squibb Co. | 0.15% | 51,152 | $2.4M | Reduce -0.1% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.15% | 98,247 | $2.4M | Add +11.0% |
| GILD Gilead Sciences Inc. | 0.15% | 21,078 | $2.3M | Add +11.5% |
| HD Home Depot Inc. | 0.15% | 6,259 | $2.3M | Add +17.2% |
| CSX CSX Corp. | 0.14% | 69,559 | $2.3M | Add +9.7% |
| CMCSA Comcast Corp. Class A | 0.14% | 63,198 | $2.3M | Add +279.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 4,010 | $2.2M | No change |
| APH Amphenol Corp. Class A | 0.14% | 22,377 | $2.2M | Add +11.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.14% | 18,225 | $2.2M | Reduce -0.3% |
| EFA iShares MSCI Eafe ETF | 0.14% | 23,825 | $2.1M | Add +8.3% |
| AMLP Alerian MLP ETF | 0.14% | 43,528 | $2.1M | Add +0.1% |
| ABT Abbott Laboratories | 0.13% | 14,503 | $2.0M | Add +6.1% |
| DVN Devon Energy Corp. | 0.12% | 61,287 | $1.9M | Add +7.2% |
| EQT Eqt Corp. | 0.11% | 30,502 | $1.8M | Add +3.9% |
| SGOL Abrdn Physical Gold Shares | 0.11% | 54,675 | $1.7M | Reduce -0.8% |
| BDX Becton Dickinson and Co. | 0.11% | 9,904 | $1.7M | Add +8.2% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.11% | 42,835 | $1.7M | Reduce -3.9% |
| WMT Walmart Inc. | 0.11% | 17,225 | $1.7M | Add +33.1% |
| LIN Linde PLC | 0.10% | 3,486 | $1.6M | Add +9.9% |
| RTX RTX Corp. | 0.10% | 10,908 | $1.6M | Add +14.8% |
| CAH Cardinal Health Inc. | 0.10% | 9,227 | $1.6M | Add +5.7% |
| BSMQ Invesco Bulletshares 2026 MB | 0.10% | 65,489 | $1.5M | Reduce -3.0% |
| SUSA iShares ESG Optimized MSCI U | 0.10% | 12,125 | $1.5M | No change |
| ORLY O'reilly Automotive Inc. | 0.10% | 16,987 | $1.5M | Add +4.3% |
| BSMP Invesco Bulletshares 2025 MB | 0.09% | 60,261 | $1.5M | Reduce -3.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,300 | $1.5M | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.09% | 14,753 | $1.4M | Add +3.0% |
| VMBS Vanguard Mortgage-Backed Sec | 0.09% | 31,160 | $1.4M | No change |
| DOCU Docusign Inc. | 0.09% | 18,245 | $1.4M | Add +2.5% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.09% | 19,334 | $1.4M | Add +5.2% |
| SFM Sprouts Farmers Market Inc. | 0.09% | 8,362 | $1.4M | Add +0.2% |
| FAST Fastenal Co. | 0.09% | 32,513 | $1.4M | Add +10.3% |
| MKL Markel Group Inc. | 0.09% | 682 | $1.4M | Add +4.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.09% | 33,492 | $1.4M | No change |
| BKNG Booking Holdings Inc. | 0.09% | 232 | $1.3M | Add +12.6% |
| PM Philip Morris International | 0.09% | 7,273 | $1.3M | Add +27.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 52,283 | $1.3M | Add +15.8% |
| VDE Vanguard Energy ETF | 0.08% | 10,983 | $1.3M | Add +62.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.08% | 17,515 | $1.3M | Reduce -10.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 4,302 | $1.3M | Add +19.7% |
| CPRT Copart Inc. | 0.08% | 24,551 | $1.2M | Add +5.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 5,288 | $1.2M | Add +45.6% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 4,506 | $1.2M | Add +12.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 24,276 | $1.1M | Add +35.7% |
| BRO Brown & Brown Inc. | 0.07% | 10,036 | $1.1M | Add +6.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.07% | 53,579 | $1.1M | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 13,465 | $1.1M | No change |
| MS Morgan Stanley | 0.07% | 7,753 | $1.1M | Add +23.6% |
| IWF iShares Russell 1000 Growth | 0.07% | 2,553 | $1.1M | Reduce -0.2% |
| TEL Te Connectivity PLC | 0.07% | 6,342 | $1.1M | Add +0.8% |
| SCMB Schwab Municipal Bond ETF | 0.07% | 41,046 | $1.0M | Add +13.4% |
| DGRW Wisdomtree U.S. Quality Divi | 0.06% | 12,136 | $1.0M | Add +35.8% |
| IT Gartner Inc. | 0.06% | 2,494 | $1.0M | Add +7.3% |
| CR Crane Co. | 0.06% | 5,273 | $1.0M | Reduce -7.2% |
| ISRG Intuitive Surgical Inc. | 0.06% | 1,816 | $987K | Add +16.9% |
| AMD Advanced Micro Devices | 0.06% | 6,952 | $986K | Add +19.1% |
| WFC Wells Fargo & Co. | 0.06% | 12,083 | $968K | Add +26.9% |
| CAT Caterpillar Inc. | 0.06% | 2,475 | $961K | Add +37.1% |
| LH Labcorp Holdings Inc. | 0.06% | 3,627 | $952K | Add +3.8% |
| DVY iShares Select Dividend ETF | 0.06% | 7,057 | $937K | Add +0.7% |
| EXPD Expeditors Intl Wash Inc. | 0.06% | 8,035 | $918K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.06% | 11,462 | $916K | Add +13.9% |
| KO The Coca-Cola Co. | 0.06% | 12,750 | $909K | Add +30.9% |
| BLK BlackRock Inc. | 0.06% | 858 | $900K | Add +39.5% |
| CDW CDW Corp. | 0.06% | 5,015 | $896K | Add +16.2% |
| ULTA Ulta Beauty Inc. | 0.06% | 1,876 | $878K | Add +15.0% |
| RGA Reinsurance Group of America | 0.06% | 4,342 | $861K | Add +3.8% |
| SPIP SS SPDR P Tips ETF | 0.05% | 32,471 | $846K | Reduce -15.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 1,049 | $841K | Add +25.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.05% | 35,912 | $838K | Add +78.9% |
| PLTR Palantir Technologies Inc. Class A | 0.05% | 6,102 | $832K | Add +55.4% |
| GS Goldman Sachs Group Inc. | 0.05% | 1,169 | $827K | Add +49.3% |
| UNH Unitedhealth Group Inc. | 0.05% | 2,628 | $820K | Reduce -12.3% |
| CEG Constellation Energy | 0.05% | 2,526 | $815K | Add +19.8% |
| BA The Boeing Co. | 0.05% | 3,852 | $807K | Add +25.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.05% | 30,020 | $803K | No change |
| CARR Carrier Global Corp. | 0.05% | 10,866 | $795K | Add +8.0% |
| MCHP Microchip Technology Inc. | 0.05% | 11,271 | $793K | Add +19.6% |
| ETN Eaton Corp. PLC | 0.05% | 2,200 | $785K | Add +11.7% |
| VZ Verizon Communications Inc. | 0.05% | 18,126 | $784K | Add +19.6% |
| SAP Sap SE-Sponsored ADR | 0.05% | 2,575 | $783K | Add +38.4% |
| TDG Transdigm Group Inc. | 0.05% | 506 | $769K | Add +6.5% |
| NOW ServiceNow Inc. | 0.05% | 747 | $768K | Add +28.6% |
| T AT&T Inc. | 0.05% | 26,449 | $765K | Reduce -2.9% |
| ROST Ross Stores Inc. | 0.05% | 5,984 | $763K | Add +12.6% |
| VYM Vanguard High DVD Yield ETF | 0.05% | 5,600 | $747K | No change |
| VEA Vanguard Ftse Developed ETF | 0.05% | 13,000 | $741K | No change |
| AFG American Financial Group Inc. | 0.05% | 5,846 | $738K | Add +6.8% |
| RLI Rli Corp. | 0.05% | 10,155 | $733K | Add +3.8% |
| IBMO iShares Ibonds Dec 2026 Term | 0.04% | 27,461 | $704K | No change |
| BAH Booz Allen Hamilton Holdings | 0.04% | 6,739 | $702K | Add +6.7% |
| ACGL Arch Capital Group Ltd. | 0.04% | 7,653 | $697K | Add +14.7% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 10,219 | $694K | Add +10.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,558 | $694K | Add +7.5% |
| EXEL Exelixis Inc. | 0.04% | 15,723 | $693K | Add +5.5% |
| EEM iShares MSCI Emerging Market | 0.04% | 14,295 | $690K | Add +4.0% |
| JBL Jabil Inc. | 0.04% | 3,143 | $685K | Add +21.7% |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 5,048 | $683K | No change |
| BSX Boston Scientific Corp. | 0.04% | 6,343 | $681K | Add +31.3% |
| ICE Intercontinental Exchange Inc. | 0.04% | 3,703 | $679K | Add +12.9% |
| GEV GE Vernova Inc. | 0.04% | 1,262 | $668K | Add +25.4% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.04% | 29,874 | $657K | New |
| NEE Nextera Energy Inc. | 0.04% | 9,419 | $654K | Add +35.5% |
| WSM Williams-Sonoma Inc. | 0.04% | 3,956 | $646K | Add +12.8% |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 1,575 | $639K | Add +9.2% |
| LRCX Lam Research Corp. | 0.04% | 6,538 | $638K | Reduce -1.5% |
| UHS Universal Health Services-B | 0.04% | 3,516 | $637K | Add +3.6% |
| FICO Fair Isaac Corp. | 0.04% | 338 | $618K | Add +6.0% |
| INTU Intuit Inc. | 0.04% | 777 | $612K | Add +60.2% |
| COF Capital One Financial Corp. | 0.04% | 2,848 | $606K | New |
| MO Altria Group Inc. | 0.04% | 10,025 | $598K | Add +25.3% |
| EME Emcor Group Inc. | 0.04% | 1,091 | $584K | Add +5.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 4,645 | $574K | Add +35.7% |
| UNP Union Pacific Corp. | 0.04% | 2,491 | $573K | Add +22.1% |
| CB Chubb Ltd. | 0.04% | 1,968 | $572K | Add +6.4% |
| RF Regions Financial Corp. | 0.04% | 24,016 | $570K | Add +5.3% |
| GDDY GoDaddy Inc. Class A | 0.04% | 3,151 | $567K | Add +16.0% |
| TMHC Taylor Morrison Home Corp. | 0.04% | 9,229 | $567K | Add +3.7% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 7,073 | $562K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 8,107 | $560K | Add +3.4% |
| UBER Uber Technologies Inc. | 0.04% | 5,992 | $559K | Add +44.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.04% | 6,330 | $550K | New |
| FISV Fiserv Inc. | 0.03% | 3,154 | $544K | Add +5.9% |
| ANET Arista Networks Inc. | 0.03% | 5,270 | $539K | Add +26.4% |
| UL Unilever PLC | 0.03% | 8,695 | $532K | Add +28.6% |
| HON Honeywell International Inc. | 0.03% | 2,242 | $522K | Add +45.6% |
| CI The Cigna Group | 0.03% | 1,578 | $522K | Add +15.3% |
| C Citigroup Inc. | 0.03% | 6,117 | $521K | Add +62.5% |
| AMAT Applied Materials Inc. | 0.03% | 2,828 | $518K | Add +88.8% |
| GIS General Mills Inc. | 0.03% | 9,967 | $516K | Add +48.1% |
| GD General Dynamics Corp. | 0.03% | 1,761 | $514K | Add +18.4% |
| COP Conocophillips | 0.03% | 5,691 | $511K | Add +38.0% |
| STLD Steel Dynamics Inc. | 0.03% | 3,949 | $507K | Add +16.6% |
| TMUS T-Mobile US Inc. | 0.03% | 2,127 | $507K | Add +6.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 5,554 | $506K | Add +10.1% |
| MET Metlife Inc. | 0.03% | 6,138 | $494K | Add +12.4% |
| SHEL Shell PLC-ADR | 0.03% | 6,993 | $492K | Reduce -1.1% |
| JCI Johnson Controls Internation | 0.03% | 4,518 | $479K | Add +16.4% |
| OKTA Okta Inc. | 0.03% | 4,771 | $477K | Add +7.5% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.03% | 5,162 | $475K | Add +20.7% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 3,911 | $473K | Add +9.0% |
| CTAS Cintas Corp. | 0.03% | 2,105 | $469K | Add +19.7% |
| WMB Williams Cos Inc. | 0.03% | 7,310 | $459K | Add +27.3% |
| GLD SPDR Gold Shares | 0.03% | 1,503 | $458K | No change |
| OMC Omnicom Group | 0.03% | 6,288 | $457K | Add +2.8% |
| ELAN Elanco Animal Health Inc. | 0.03% | 31,733 | $453K | Add +7.9% |
| SPOT Spotify Technology SA | 0.03% | 588 | $451K | Add +24.8% |
| AMT American Tower Corp. | 0.03% | 2,005 | $446K | Add +54.2% |
| URI United Rentals Inc. | 0.03% | 591 | $445K | Add +26.8% |
| KLAC KLA Corp. | 0.03% | 496 | $444K | New |
| PINS Pinterest Inc. Class A | 0.03% | 12,318 | $442K | Add +4.5% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.03% | 2,271 | $441K | Add +3.8% |
| SBUX Starbucks Corp. | 0.03% | 4,804 | $440K | Add +12.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.03% | 4,771 | $436K | Add +8.0% |
| ALL Allstate Corp. | 0.03% | 2,146 | $434K | Add +10.6% |
| LBRDK Liberty Broadband-C | 0.03% | 4,382 | $431K | Add +4.4% |
| NTAP Netapp Inc. | 0.03% | 4,039 | $430K | Reduce -8.3% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.03% | 30,523 | $425K | Add +23.6% |
| CDNS Cadence Design SYS Inc. | 0.03% | 1,368 | $422K | Add +42.5% |
| APO Apollo Global Management Inc. | 0.03% | 2,958 | $420K | Add +22.4% |
| APP AppLovin Corp. Class A | 0.03% | 1,184 | $414K | Add +7.0% |
| KMX Carmax Inc. | 0.03% | 6,132 | $412K | Add +11.3% |
| MUSA Murphy USA Inc. | 0.03% | 1,001 | $407K | Add +4.5% |
| GNRC Generac Holdings Inc. | 0.03% | 2,836 | $406K | Add +11.8% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.03% | 991 | $401K | Add +39.4% |
| OTIS Otis Worldwide Corp. | 0.03% | 4,019 | $398K | Add +8.6% |
| TXN Texas Instruments Inc. | 0.03% | 1,915 | $398K | Reduce -29.1% |
| SHOP Shopify Inc. Class A | 0.03% | 3,443 | $397K | Add +7.1% |
| MU Micron Technology Inc. | 0.03% | 3,199 | $394K | Add +12.6% |
| HCA HCA Healthcare Inc. | 0.03% | 1,028 | $394K | Add +22.8% |
| ABFL Abacus FCF Leaders ETF | 0.03% | 5,544 | $392K | No change |
| DE Deere & Co. | 0.02% | 763 | $389K | Add +19.2% |
| MELI MercadoLibre Inc. | 0.02% | 148 | $387K | Add +31.0% |
| VT Vanguard Tot World STK ETF | 0.02% | 3,000 | $386K | No change |
| WM Waste Management Inc. | 0.02% | 1,684 | $385K | Add +6.2% |
| FLEX Flex Ltd. | 0.02% | 7,717 | $385K | Reduce -10.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.02% | 4,635 | $384K | No change |
| ELV Elevance Health Inc. | 0.02% | 983 | $382K | Add +75.5% |
| CPNG Coupang Inc. | 0.02% | 12,714 | $381K | Add +8.0% |
| FTNT Fortinet Inc. | 0.02% | 3,541 | $374K | Add +13.3% |
| CSL Carlisle Cos Inc. | 0.02% | 998 | $373K | Add +22.3% |
| ZTS Zoetis Inc. | 0.02% | 2,382 | $371K | Add +15.5% |
| SCHD Schwab US DVD Equity ETF | 0.02% | 13,965 | $370K | No change |
| LMT Lockheed Martin Corp. | 0.02% | 796 | $369K | Add +52.8% |
| SUSB iShares ESG Aware 1-5 Year U | 0.02% | 14,586 | $367K | No change |
| DBX Dropbox Inc. Class A | 0.02% | 12,824 | $367K | Add +9.2% |
| HUBB Hubbell Inc. | 0.02% | 896 | $366K | Add +21.9% |
| NUSC Nuveen ESG Small-Cap ETF | 0.02% | 8,966 | $365K | No change |
| LEN Lennar Corp. Class A | 0.02% | 3,292 | $364K | Add +39.0% |
| IBN Icici Bank Ltd.-Spon ADR | 0.02% | 10,750 | $362K | New |
| MRSH Marsh & McLennan Cos | 0.02% | 1,638 | $358K | Add +10.9% |
| BX Blackstone Inc. | 0.02% | 2,386 | $357K | Add +42.1% |
| NKE Nike Inc. Class B | 0.02% | 4,998 | $357K | Add +29.7% |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 13,914 | $353K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 2,963 | $352K | Add +10.5% |
| GGG Graco Inc. | 0.02% | 4,078 | $351K | Add +6.1% |
| BABA Alibaba Group Holding-SP ADR | 0.02% | 3,025 | $349K | Add +19.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 1,109 | $348K | New |
| ING ING Groep N.V.-Sponsored ADR | 0.02% | 15,851 | $347K | Add +12.7% |
| EXC Exelon Corp. | 0.02% | 7,908 | $343K | Add +9.5% |
| VRSK Verisk Analytics Inc. | 0.02% | 1,095 | $341K | Add +14.2% |
| GUNR NT Mstar GLBL NR ETF | 0.02% | 8,467 | $340K | No change |
| DFIV Dimensional International Va | 0.02% | 7,919 | $339K | Add +14.7% |
| COIN Coinbase Global Inc. Class A | 0.02% | 967 | $339K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.02% | 5,151 | $337K | No change |
| SONY Sony Group Corp. - SP ADR | 0.02% | 12,912 | $336K | Add +6.4% |
| AMP Ameriprise Financial Inc. | 0.02% | 618 | $330K | Add +16.4% |
| SWKS Skyworks Solutions Inc. | 0.02% | 4,406 | $328K | Add +30.1% |
| EPD Enterprise Products Partners | 0.02% | 10,493 | $325K | Add +19.9% |
| SO The Southern Co. | 0.02% | 3,513 | $323K | Add +32.0% |
| CME Cme Group Inc. | 0.02% | 1,166 | $321K | Add +46.7% |
| TTE Totalenergies SE -Spon ADR | 0.02% | 5,115 | $319K | Reduce -17.2% |
| HDB HDFC Bank Ltd.-ADR | 0.02% | 4,150 | $318K | New |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 302 | $314K | No change |
| TT Trane Technologies PLC | 0.02% | 712 | $311K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 1,302 | $310K | No change |
| TAP Molson Coors Beverage Co. Class B | 0.02% | 6,426 | $309K | Add +1.7% |
| HST Host Hotels & Resorts Inc. | 0.02% | 19,777 | $307K | Add +29.6% |
| DECK Deckers Outdoor Corp. | 0.02% | 2,969 | $306K | Add +6.3% |
| HLN Haleon PLC-ADR | 0.02% | 29,432 | $305K | Add +6.4% |
| WELL Welltower Inc. | 0.02% | 1,985 | $305K | New |
| FND Floor & Decor Holdings Inc. Class A | 0.02% | 4,011 | $305K | Reduce -23.1% |
| EW Edwards Lifesciences Corp. | 0.02% | 3,886 | $304K | Add +16.0% |
| QLYS Qualys Inc. | 0.02% | 2,127 | $304K | Add +13.7% |
| CMG Chipotle Mexican Grill Inc. | 0.02% | 5,294 | $297K | New |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 0.02% | 28,403 | $296K | No change |
| AER Aercap Holdings NV | 0.02% | 2,532 | $296K | Add +0.0% |
| CYBR Cyberark Software Ltd./Israel | 0.02% | 724 | $295K | Add +2.5% |
| DASH DoorDash Inc. Class A | 0.02% | 1,187 | $293K | New |
| FCX Freeport-McMoran Inc. | 0.02% | 6,736 | $292K | Add +10.3% |
| OC Owens Corning | 0.02% | 2,104 | $289K | Add +20.6% |
| WTW Willis Towers Watson PLC | 0.02% | 933 | $287K | Add +12.8% |
| ECL Ecolab Inc. | 0.02% | 1,050 | $284K | Add +29.0% |
| UPS United Parcel Service Class B | 0.02% | 2,810 | $284K | Reduce -78.9% |
| TRV The Travelers Cos Inc. | 0.02% | 1,057 | $283K | Add +17.2% |
| CVS CVS Health Corp. | 0.02% | 4,075 | $281K | Add +33.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.02% | 874 | $280K | Add +39.0% |
| RSG Republic Services Inc. | 0.02% | 1,120 | $276K | Add +33.5% |
| IR Ingersoll-Rand Inc. | 0.02% | 3,314 | $276K | Add +16.6% |
| COR Cencora Inc. | 0.02% | 914 | $274K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,918 | $274K | Add +23.5% |
| ADSK Autodesk Inc. | 0.02% | 883 | $273K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.02% | 11,371 | $266K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.02% | 12,079 | $265K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 24,125 | $262K | Add +20.7% |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 11,483 | $258K | No change |
| SPG Simon Property Group Inc. | 0.02% | 1,600 | $257K | Reduce -27.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.02% | 958 | $255K | Add +5.5% |
| CCI Crown Castle Inc. | 0.02% | 2,474 | $254K | Add +27.7% |
| RPM RPM International Inc. | 0.02% | 2,299 | $253K | Add +13.1% |
| FIS Fidelity National Info Serv | 0.02% | 3,099 | $252K | New |
| HWM Howmet Aerospace Inc. | 0.02% | 1,354 | $252K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.02% | 3,730 | $251K | New |
| IVW iShares S&P 500 Growth ETF | 0.02% | 2,274 | $250K | Add +0.0% |
| GM General Motors Co. | 0.02% | 5,051 | $249K | Reduce -40.0% |
| TPR Tapestry Inc. | 0.02% | 2,829 | $248K | New |
| NEM Newmont Corp. | 0.02% | 4,238 | $247K | New |
| GEHC GE Healthcare Technology | 0.02% | 3,314 | $245K | Add +21.2% |
| MCO Moody's Corp. | 0.02% | 488 | $245K | New |
| VST Vistra Corp. | 0.02% | 1,261 | $244K | New |
| DUK Duke Energy Corp. | 0.02% | 2,064 | $244K | New |
| SNPS Synopsys Inc. | 0.02% | 474 | $243K | New |
| JLL Jones Lang Lasalle Inc. | 0.02% | 948 | $242K | Add +13.1% |
| HUBS HubSpot Inc. | 0.02% | 433 | $241K | Add +22.0% |
| APA Apa Corp. | 0.02% | 13,158 | $241K | New |
| LNT Alliant Energy Corp. | 0.02% | 3,970 | $240K | Reduce -1.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.02% | 7,043 | $240K | Add +24.1% |
| ET Energy Transfer LP | 0.02% | 13,180 | $239K | No change |
| CNR Core Natural Resources Inc. | 0.02% | 3,401 | $237K | Add +6.5% |
| FDX FedEx Corp. | 0.02% | 1,036 | $237K | New |
| AIG American International Group | 0.01% | 2,741 | $235K | Add +16.4% |
| KMI Kinder Morgan Inc. | 0.01% | 7,976 | $234K | New |
| INTC Intel Corp. | 0.01% | 10,432 | $234K | Add +6.2% |
| O Realty Income Corp. | 0.01% | 4,049 | $233K | New |
| CL Colgate-Palmolive Co. | 0.01% | 2,565 | $233K | New |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 1,711 | $232K | No change |
| NET Cloudflare Inc. Class A | 0.01% | 1,168 | $229K | New |
| QRVO Qorvo Inc. | 0.01% | 2,677 | $227K | New |
| VRSN Verisign Inc. | 0.01% | 782 | $226K | New |
| ARCC Ares Capital Corp. | 0.01% | 10,248 | $225K | No change |
| ITW Illinois Tool Works | 0.01% | 904 | $225K | Add +1.6% |
| CXT Crane NXT Co. | 0.01% | 4,152 | $224K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.01% | 11,259 | $221K | No change |
| ES Eversource Energy | 0.01% | 3,447 | $219K | Reduce -0.6% |
| WDAY Workday Inc. Class A | 0.01% | 906 | $217K | New |
| D Dominion Energy Inc. | 0.01% | 3,845 | $217K | New |
| MSI Motorola Solutions Inc. | 0.01% | 512 | $216K | New |
| MMM 3M Co. | 0.01% | 1,416 | $216K | New |
| PH Parker Hannifin Corp. | 0.01% | 308 | $215K | New |
| SNOW Snowflake Inc. | 0.01% | 958 | $214K | New |
| ZM Zoom Communications Inc. | 0.01% | 2,741 | $214K | New |
| AFL Aflac Inc. | 0.01% | 1,993 | $210K | New |
| AXON Axon Enterprise Inc. | 0.01% | 253 | $209K | New |
| ED Consolidated Edison Inc. | 0.01% | 2,071 | $208K | New |
| FANG Diamondback Energy Inc. | 0.01% | 1,508 | $207K | New |
| RWM Proshares Short RUSSELL2000 | 0.01% | 10,859 | $207K | No change |
| VMC Vulcan Materials Co. | 0.01% | 774 | $202K | New |
| IWD iShares Russell 1000 Value E | 0.01% | 1,038 | $202K | New |
| UA Under Armour Inc. Class C | 0.01% | 31,016 | $201K | Add +13.5% |
| EQIX Equinix Inc. | 0.01% | 252 | $200K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 1,128 | $200K | New |
| INFY Infosys Ltd.-SP ADR | 0.01% | 10,727 | $200K | New |
| UMC United Microelectron-SP ADR | 0.01% | 14,592 | $119K | New |
| WIT Wipro Ltd.-ADR | 0.01% | 32,705 | $99K | New |
| RIG Transocean Ltd. | 0.01% | 32,161 | $83K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 11,785 | $50K | New |
| LPL LG Display Co. Ltd.-ADR | 0.00% | 13,871 | $47K | New |
| BTE Baytex Energy Corp. | 0.00% | 12,498 | $23K | New |