| MSFT Microsoft Corp. | 4.99% | 26,919 | $13.0M | Add +6.5% |
| AAPL Apple Inc. | 4.96% | 47,576 | $12.9M | Add +3.1% |
| COST Costco Wholesale Corp. | 4.19% | 12,680 | $10.9M | Add +13.5% |
| AMZN Amazon.com Inc. | 3.71% | 41,917 | $9.7M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.67% | 15,584 | $9.6M | Add +1.7% |
| NVDA Nvidia Corp. | 3.18% | 44,461 | $8.3M | Add +12.3% |
| GOOGL Alphabet Inc. Class A | 2.53% | 21,066 | $6.6M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.47% | 9,436 | $6.4M | Add +1.2% |
| CVX Chevron Corp. | 2.03% | 34,760 | $5.3M | Add +24.6% |
| SYK Stryker Corp. | 2.01% | 14,942 | $5.3M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 1.90% | 15,376 | $5.0M | Add +5.8% |
| META Meta Platforms Inc. Class A | 1.71% | 6,766 | $4.5M | Add +18.4% |
| VOO Vanguard S&P 500 ETF | 1.51% | 6,287 | $3.9M | Add +11.2% |
| RTX RTX Corp. | 1.33% | 18,851 | $3.5M | Add +2.0% |
| HD Home Depot Inc. | 1.28% | 9,700 | $3.3M | Add +10.2% |
| SCHD Schwab US DVD Equity ETF | 1.26% | 120,284 | $3.3M | Add +27.1% |
| CGSD Cap Group Short Duration | 1.24% | 124,332 | $3.2M | Add +37.9% |
| ISRG Intuitive Surgical Inc. | 1.23% | 5,668 | $3.2M | Add +19.2% |
| CGGR Cap Group Growth Equity | 1.19% | 69,777 | $3.1M | Add +48.8% |
| GOOG Alphabet Inc. Class C | 1.12% | 9,303 | $2.9M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 5,788 | $2.9M | Add +10.0% |
| V Visa Inc. Class A | 1.07% | 7,956 | $2.8M | Add +2.5% |
| PTRB Pgim Total Return Bond ETF | 1.02% | 63,447 | $2.7M | Add +15.7% |
| PLTR Palantir Technologies Inc. Class A | 0.97% | 14,245 | $2.5M | Add +16.0% |
| AMAT Applied Materials Inc. | 0.96% | 9,721 | $2.5M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.88% | 19,175 | $2.3M | Add +31.2% |
| LOW Lowe's Cos Inc. | 0.88% | 9,510 | $2.3M | Add +1.9% |
| CGCB Cap Group Core Bond | 0.87% | 85,903 | $2.3M | Add +16.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 7,605 | $2.3M | Add +2.0% |
| CAT Caterpillar Inc. | 0.86% | 3,918 | $2.2M | Reduce -5.8% |
| CSCO Cisco Systems Inc. | 0.82% | 27,666 | $2.1M | Reduce -1.4% |
| CEG Constellation Energy | 0.69% | 5,103 | $1.8M | Add +59.7% |
| MS Morgan Stanley | 0.68% | 10,050 | $1.8M | Add +12.4% |
| MCD McDonald's Corp. | 0.66% | 5,665 | $1.7M | Add +13.1% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 26,177 | $1.7M | Add +5.2% |
| AVGO Broadcom Inc. | 0.66% | 4,963 | $1.7M | Add +41.0% |
| MU Micron Technology Inc. | 0.65% | 5,978 | $1.7M | Add +12.7% |
| CGMS Cap Group US Multi-Sect Bond | 0.65% | 61,327 | $1.7M | Add +34.1% |
| PG The Procter & Gamble Co. | 0.64% | 11,681 | $1.7M | Add +14.1% |
| MRK Merck & Co. Inc. | 0.64% | 15,880 | $1.7M | Reduce -1.1% |
| MDT Medtronic PLC | 0.63% | 16,999 | $1.6M | Reduce -1.7% |
| WMT Walmart Inc. | 0.59% | 13,740 | $1.5M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.58% | 6,587 | $1.5M | Add +25.7% |
| ORCL Oracle Corp. | 0.58% | 7,714 | $1.5M | Add +5.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.57% | 34,370 | $1.5M | Add +82.1% |
| KO The Coca-Cola Co. | 0.57% | 21,343 | $1.5M | Add +4.8% |
| INCM Franklin Income Focus ETF | 0.56% | 52,510 | $1.5M | Add +65.3% |
| WM Waste Management Inc. | 0.56% | 6,663 | $1.5M | Add +5.9% |
| HON Honeywell International Inc. | 0.54% | 7,157 | $1.4M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.53% | 11,562 | $1.4M | Reduce -1.4% |
| USB US Bancorp | 0.53% | 25,922 | $1.4M | Reduce -4.8% |
| TMUS T-Mobile US Inc. | 0.52% | 6,665 | $1.4M | Add +18.4% |
| VZ Verizon Communications Inc. | 0.51% | 32,486 | $1.3M | Add +2.0% |
| AVA Avista Corp. | 0.50% | 34,134 | $1.3M | Reduce -1.3% |
| CGCP Cap Group Core Plus Income | 0.50% | 57,741 | $1.3M | Add +5.7% |
| PANW Palo Alto Networks Inc. | 0.46% | 6,566 | $1.2M | Add +40.9% |
| FDX FedEx Corp. | 0.46% | 4,179 | $1.2M | Add +2.7% |
| ABT Abbott Laboratories | 0.46% | 9,568 | $1.2M | Add +24.6% |
| JNJ Johnson & Johnson | 0.46% | 5,774 | $1.2M | Add +19.4% |
| BX Blackstone Inc. | 0.46% | 7,741 | $1.2M | Add +16.9% |
| QCOM Qualcomm Inc. | 0.44% | 6,643 | $1.1M | Add +5.9% |
| CRM Salesforce Inc. | 0.43% | 4,239 | $1.1M | Add +1.1% |
| EMR Emerson Electric Co. | 0.43% | 8,407 | $1.1M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.42% | 1,016 | $1.1M | No change |
| AXP American Express Co. | 0.41% | 2,899 | $1.1M | Add +12.0% |
| LDOS Leidos Holdings Inc. | 0.39% | 5,610 | $1.0M | Add +4.0% |
| SBUX Starbucks Corp. | 0.39% | 11,976 | $1.0M | Add +13.1% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 6,987 | $1.0M | Add +2.0% |
| NUE Nucor Corp. | 0.38% | 6,076 | $991K | Add +38.4% |
| TXN Texas Instruments Inc. | 0.38% | 5,644 | $979K | Add +2.9% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 15,020 | $938K | Add +6.3% |
| SNOW Snowflake Inc. | 0.36% | 4,258 | $934K | Add +3.8% |
| UNP Union Pacific Corp. | 0.36% | 4,033 | $933K | Reduce -5.8% |
| BLK BlackRock Inc. | 0.35% | 850 | $909K | Reduce -2.3% |
| SO The Southern Co. | 0.35% | 10,381 | $905K | Add +4.3% |
| LHX L3HARRIS Technologies Inc. | 0.35% | 3,074 | $902K | Add +50.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.34% | 9,995 | $894K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 2,922 | $888K | Add +15.4% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.34% | 11,692 | $882K | Add +20.0% |
| IWM iShares Russell 2000 ETF | 0.33% | 3,548 | $873K | Add +26.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.33% | 6,145 | $867K | Reduce -1.6% |
| UBER Uber Technologies Inc. | 0.33% | 10,601 | $866K | Add +25.1% |
| DHR Danaher Corp. | 0.33% | 3,770 | $863K | Add +6.0% |
| TSLA Tesla Inc. | 0.32% | 1,871 | $841K | Add +0.3% |
| TSCO Tractor Supply Company | 0.32% | 16,770 | $839K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.32% | 2,513 | $830K | Reduce -14.4% |
| APD Air Products & Chemicals Inc. | 0.32% | 3,354 | $829K | Reduce -24.2% |
| ITW Illinois Tool Works | 0.30% | 3,173 | $782K | Reduce -15.2% |
| ORLY O'reilly Automotive Inc. | 0.29% | 8,415 | $768K | Add +21.1% |
| TT Trane Technologies PLC | 0.29% | 1,945 | $757K | Add +28.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 6,385 | $726K | Add +18.5% |
| ACN Accenture PLC Class A | 0.26% | 2,504 | $672K | Reduce -25.7% |
| LMT Lockheed Martin Corp. | 0.26% | 1,386 | $670K | Add +2.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 4,341 | $667K | Add +13.4% |
| DHI D.R. Horton Inc. | 0.25% | 4,495 | $647K | Reduce -5.5% |
| NKE Nike Inc. Class B | 0.25% | 10,093 | $643K | Add +1.3% |
| NFLX Netflix Inc. | 0.25% | 6,826 | $640K | Add +97.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 6,471 | $627K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.24% | 17,035 | $623K | New |
| MA Mastercard Inc. Class A | 0.24% | 1,089 | $622K | Add +14.4% |
| IEMG iShares Core MSCI Emerging | 0.23% | 8,899 | $598K | Add +20.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.23% | 8,698 | $595K | Reduce -14.1% |
| AFL Aflac Inc. | 0.22% | 5,219 | $576K | Add +1.0% |
| EOSE Eos Energy Enterprises Inc. | 0.21% | 48,945 | $561K | Reduce -28.3% |
| BOND PIMCO Active Bond Exchange-T | 0.21% | 5,952 | $554K | Reduce -0.5% |
| CGSM Cap Group Short Muni Income | 0.21% | 20,825 | $549K | Add +4.7% |
| JPST JPMorgan Ultra-Short Income | 0.21% | 10,580 | $535K | Add +112.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.20% | 3,008 | $534K | No change |
| FEGE First Eagle GL Equity ETF | 0.20% | 11,515 | $530K | Add +142.4% |
| SYY Sysco Corp. | 0.20% | 7,139 | $526K | Reduce -16.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 1,117 | $524K | Add +2.3% |
| ROK Rockwell Automation Inc. | 0.20% | 1,333 | $519K | No change |
| IVW iShares S&P 500 Growth ETF | 0.20% | 4,193 | $517K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 9,331 | $513K | Reduce -2.8% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.19% | 13,925 | $492K | New |
| LIN Linde PLC | 0.18% | 1,121 | $478K | Add +26.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.18% | 11,750 | $473K | New |
| ENVX Enovix Corp. | 0.18% | 63,010 | $461K | Add +0.2% |
| GLDM SPDR Gold Minishares Trust | 0.17% | 5,340 | $456K | Add +36.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.17% | 1,562 | $453K | Add +2.3% |
| BROS Dutch Bros Inc. Class A | 0.17% | 7,395 | $453K | Add +0.7% |
| AMD Advanced Micro Devices | 0.17% | 2,080 | $445K | New |
| COP Conocophillips | 0.17% | 4,737 | $443K | Reduce -48.4% |
| KMI Kinder Morgan Inc. | 0.17% | 15,922 | $438K | Reduce -3.0% |
| GSEW Goldman Sachs Eql WGHT Large | 0.16% | 4,935 | $420K | Add +7.1% |
| SMH Vaneck Semiconductor ETF | 0.16% | 1,156 | $416K | Add +50.5% |
| PAYX Paychex Inc. | 0.16% | 3,655 | $410K | Reduce -12.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.15% | 3,064 | $403K | No change |
| MUB iShares National Muni Bond E | 0.15% | 3,750 | $402K | New |
| PCAR Paccar Inc. | 0.15% | 3,656 | $400K | Add +0.1% |
| CGMM Cap Group Small and Mid Cap | 0.15% | 13,440 | $388K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 360 | $385K | Add +2.9% |
| AMGN Amgen Inc. | 0.15% | 1,166 | $382K | Reduce -0.4% |
| PRU Prudential Financial Inc. | 0.14% | 3,341 | $377K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.14% | 541 | $371K | Add +10.9% |
| OXY Occidental Petroleum Corp. | 0.14% | 8,945 | $368K | Reduce -28.7% |
| URI United Rentals Inc. | 0.13% | 433 | $350K | Add +5.6% |
| ITOT iShares Core S&P Total U.S. | 0.13% | 2,350 | $349K | No change |
| DFAE Dimensional Emerging Core Eq | 0.13% | 10,294 | $335K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.13% | 688 | $331K | Add +8.3% |
| TGT Target Corp. | 0.12% | 3,317 | $324K | Add +4.7% |
| PVAL Putnam Focused LRG Cap Value | 0.12% | 7,075 | $322K | New |
| EFA iShares MSCI Eafe ETF | 0.12% | 3,302 | $317K | Add +26.9% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 5,857 | $316K | Reduce -13.9% |
| RSG Republic Services Inc. | 0.12% | 1,485 | $315K | Add +15.0% |
| SLV iShares Silver Trust | 0.12% | 4,810 | $310K | New |
| DFAS Dimensional US Small Cap ETF | 0.12% | 4,423 | $308K | New |
| ETH Grayscale Ethereum Staking M | 0.12% | 10,689 | $300K | Reduce -4.6% |
| OMC Omnicom Group | 0.11% | 3,653 | $295K | Reduce -21.9% |
| XYL Xylem Inc. | 0.11% | 2,075 | $283K | New |
| NOBL Proshares S&P 500 Dividend A | 0.11% | 2,707 | $282K | No change |
| PSX Phillips 66 | 0.11% | 2,153 | $278K | Reduce -9.1% |
| PEP Pepsico Inc. | 0.10% | 1,871 | $268K | Add +8.8% |
| PLD Prologis Inc. | 0.10% | 2,096 | $268K | Add +2.6% |
| O Realty Income Corp. | 0.10% | 4,508 | $254K | No change |
| SCHG Schwab US Large-Cap Growth | 0.10% | 7,668 | $250K | Reduce -4.9% |
| BTC Grayscale Bitcoin Mini ETF | 0.09% | 6,385 | $247K | Add +29.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 733 | $246K | Add +4.1% |
| ETD Ethan Allen Interiors Inc. | 0.09% | 10,735 | $245K | Reduce -22.8% |
| CGMU Cap Group Municipal Income | 0.09% | 8,925 | $244K | Add +12.6% |
| GS Goldman Sachs Group Inc. | 0.09% | 277 | $243K | New |
| DFIV Dimensional International Va | 0.09% | 4,859 | $242K | New |
| FVD First Trust Value Line DVD | 0.09% | 5,235 | $241K | Add +8.5% |
| SDCI Uscf Summerhaven Dynamic ETF | 0.09% | 10,750 | $237K | Reduce -0.5% |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,113 | $236K | No change |
| MRVL Marvell Technology Inc. | 0.09% | 2,728 | $232K | Reduce -9.9% |
| STAG Stag Industrial Inc. | 0.09% | 6,305 | $232K | Add +0.1% |
| DVN Devon Energy Corp. | 0.09% | 6,104 | $224K | Reduce -11.5% |
| SCHV Schwab US Large-Cap Value | 0.08% | 7,192 | $213K | No change |
| BLE BlackRock Muni Inc. TR II | 0.08% | 19,650 | $205K | Reduce -9.2% |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 3,628 | $195K | No change |
| FEOE First Eagle Overseas Eq ETF | 0.07% | 3,925 | $190K | Add +36.5% |
| AGG iShares Core U.S. Aggregate | 0.07% | 1,842 | $184K | No change |
| DUK Duke Energy Corp. | 0.07% | 1,545 | $181K | New |
| OMFL Invesco Russell 1000 DYN M/F | 0.07% | 2,874 | $176K | Reduce -1.2% |
| BSV Vanguard Short-Term Bond ETF | 0.06% | 2,120 | $167K | New |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.06% | 3,139 | $166K | Add +0.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.06% | 1,604 | $164K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 547 | $153K | No change |
| ALL Allstate Corp. | 0.06% | 725 | $151K | New |
| XMMO Invesco S&P Midcap Momentum | 0.06% | 1,089 | $151K | No change |
| UPS United Parcel Service Class B | 0.06% | 1,474 | $146K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 1,622 | $134K | No change |
| T AT&T Inc. | 0.05% | 5,350 | $133K | New |
| SCHA Schwab US Small-Cap ETF | 0.05% | 4,530 | $129K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 397 | $125K | No change |
| BA The Boeing Co. | 0.05% | 575 | $125K | New |
| SCHW Schwab (charles) Corp. | 0.05% | 1,202 | $120K | New |
| SCHM Schwab US Mid Cap ETF | 0.04% | 3,815 | $115K | No change |
| CMI Cummins Inc. | 0.04% | 220 | $112K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 371 | $112K | No change |
| GD General Dynamics Corp. | 0.04% | 331 | $111K | New |
| DE Deere & Co. | 0.04% | 232 | $108K | New |
| ESGV Vanguard ESG US Stock ETF | 0.04% | 870 | $105K | New |
| VTWO Vanguard Russell 2000 ETF | 0.04% | 1,038 | $103K | New |
| ADP Automatic Data Processing | 0.04% | 401 | $103K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 524 | $100K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.04% | 1,094 | $98K | No change |
| SCHX Schwab US Large-Cap ETF | 0.04% | 3,494 | $94K | Reduce -10.8% |
| FEZ State Street SPDR Euro Stoxx | 0.03% | 1,380 | $89K | No change |
| SPHQ Invesco S&P 500 Quality ETF | 0.03% | 1,165 | $87K | No change |
| XSVM Invesco S&P Smallcap Value W | 0.03% | 1,500 | $86K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 6,455 | $85K | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.03% | 1,071 | $78K | Add +0.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 185 | $76K | New |
| GCAL Dynamic California Muni ETF | 0.03% | 1,500 | $76K | No change |
| JAVA JPMorgan Active Value ETF | 0.03% | 1,014 | $73K | New |
| CMF iShares California Muni Bond | 0.03% | 1,225 | $70K | New |
| CMCSA Comcast Corp. Class A | 0.03% | 2,269 | $68K | New |
| SCHO Schwab Short-Term US Treas | 0.02% | 2,622 | $64K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.02% | 1,100 | $63K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 121 | $59K | No change |
| GM General Motors Co. | 0.02% | 715 | $58K | New |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 379 | $53K | Add +392.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.02% | 375 | $53K | New |
| IEF iShares 7-10 Year Treasury B | 0.02% | 499 | $48K | No change |
| XLK SS Technology Select Sector | 0.02% | 312 | $45K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 1,050 | $45K | New |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 230 | $44K | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.02% | 1,885 | $43K | No change |
| IXN iShares Global Tech ETF | 0.02% | 400 | $42K | Reduce -11.1% |
| BSJQ Invesco Bulletshares 2026 HY | 0.02% | 1,783 | $42K | No change |
| IMCG iShares Morningstar Mid-Cap | 0.02% | 510 | $41K | New |
| INTC Intel Corp. | 0.02% | 1,100 | $41K | New |
| XLF SS Financial Select Sector | 0.02% | 725 | $40K | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 1,281 | $35K | No change |
| LUV Southwest Airlines Co. | 0.01% | 842 | $35K | New |
| XLV SS Health Care Select Sector | 0.01% | 220 | $34K | New |
| PULS Pgim Ultra Short Bond ETF | 0.01% | 650 | $32K | No change |
| DFAI Dimensional International Co. | 0.01% | 844 | $32K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 361 | $30K | New |
| VIGI Vanguard Int Div App Indx FD | 0.01% | 330 | $30K | Add +5.8% |
| PEY Invesco High Yield Equity Di | 0.01% | 1,463 | $30K | No change |
| IWD iShares Russell 1000 Value E | 0.01% | 135 | $28K | No change |
| PM Philip Morris International | 0.01% | 176 | $28K | New |
| DVY iShares Select Dividend ETF | 0.01% | 200 | $28K | No change |
| C Citigroup Inc. | 0.01% | 240 | $28K | New |
| PGF Invesco Financial Preferred | 0.01% | 1,942 | $27K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 186 | $25K | New |
| AMT American Tower Corp. | 0.01% | 145 | $25K | New |
| XLI SS Industrial Select Sector | 0.01% | 160 | $25K | New |
| CCI Crown Castle Inc. | 0.01% | 275 | $24K | New |
| XLE SS Energy Select Sector | 0.01% | 520 | $23K | New |
| IUSG iShares Core S&P U.S. Growth | 0.01% | 132 | $22K | No change |
| MOAT Vaneck Morningstar Wide Moat | 0.01% | 200 | $21K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 39 | $18K | Add +34.5% |
| XLY SS Consumer Disc Select Sect | 0.01% | 140 | $17K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 62 | $16K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.01% | 216 | $16K | No change |
| IXJ iShares Global Healthcare Et | 0.01% | 147 | $14K | New |
| IUSV iShares Core S&P U.S. Value | 0.01% | 132 | $14K | No change |
| IBB iShares Biotechnology ETF | 0.00% | 75 | $13K | No change |
| GTOP GS Tech Opportunities ETF | 0.00% | 284 | $11K | New |
| MRSH Marsh & McLennan Cos | 0.00% | 59 | $11K | New |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 80 | $11K | No change |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 207 | $10K | New |
| VONG Vanguard Russell 1000 Growth | 0.00% | 74 | $9K | New |
| XLP SS Consumer Staples Sel Sect | 0.00% | 95 | $7K | New |
| IDV iShares International Select | 0.00% | 187 | $7K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 32 | $7K | No change |
| RSPN Invesco S&P 500 Equal Weight | 0.00% | 116 | $7K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 86 | $6K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.00% | 50 | $6K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 68 | $5K | New |
| IYH iShares U.S. Healthcare ETF | 0.00% | 77 | $5K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 106 | $5K | New |
| EWJ iShares MSCI Japan ETF | 0.00% | 50 | $4K | New |
| JPIN JPM Diversified Ret Intl Eq filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 52 | $4K | No change |
| BIV Vanguard Intermediate-Term B | 0.00% | 28 | $2K | New |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 31 | $2K | New |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 15 | $1K | New |
| VXF Vanguard Extended Market ETF | 0.00% | 4 | $836 | No change |