| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 13.51% | 263,959 | $83.1M | Add +14.0% |
| IDEV iShares Core MSCI Dev MKTS | 9.12% | 679,736 | $56.1M | Add +6.7% |
| BND Vanguard Total Bond Market | 8.07% | 669,857 | $49.6M | Add +11.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.92% | 341,218 | $36.4M | Reduce -1.5% |
| RSP Invesco S&P 500 Equal Weight | 4.73% | 151,988 | $29.1M | Add +10.8% |
| SCHF Schwab Intl Equity ETF | 4.32% | 1,106,210 | $26.6M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 4.32% | 493,816 | $26.5M | Reduce -7.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 4.30% | 465,712 | $26.5M | Reduce -3.4% |
| AAPL Apple Inc. | 4.17% | 94,290 | $25.6M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 2.77% | 273,119 | $17.1M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 2.76% | 141,414 | $17.0M | Add +22.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.65% | 323,987 | $16.3M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 2.54% | 174,716 | $15.6M | Reduce -19.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.37% | 29,862 | $14.6M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.73% | 55,862 | $10.7M | Add +1.6% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.61% | 101,526 | $9.9M | Reduce -2.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.50% | 191,282 | $9.2M | Add +7.5% |
| BTC Grayscale Bitcoin Mini ETF | 1.24% | 196,580 | $7.6M | Reduce -13.1% |
| NVDA Nvidia Corp. | 1.05% | 34,713 | $6.5M | Add +6.7% |
| VTWG Vanguard Russell 2000 Growth | 0.87% | 22,652 | $5.3M | Reduce -3.3% |
| MSFT Microsoft Corp. | 0.86% | 10,946 | $5.3M | Reduce -4.8% |
| SPEM State Street SP PTF Em ETF | 0.82% | 107,591 | $5.0M | Reduce -1.5% |
| GDLC Grayscale Coindesk 5 ETF | 0.75% | 112,313 | $4.6M | New |
| GOOGL Alphabet Inc. Class A | 0.66% | 12,958 | $4.1M | Add +9.4% |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 22,411 | $4.0M | Reduce -1.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.55% | 11,179 | $3.4M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.49% | 13,042 | $3.0M | Add +6.6% |
| GOOG Alphabet Inc. Class C | 0.48% | 9,333 | $2.9M | Add +6.8% |
| USHY iShares Broad Usd High Yield | 0.45% | 74,048 | $2.8M | Reduce -5.6% |
| IVV iShares Core S&P 500 ETF | 0.38% | 3,447 | $2.4M | Reduce -0.1% |
| SCHV Schwab US Large-Cap Value | 0.38% | 79,239 | $2.3M | Add +0.5% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 42,951 | $2.1M | Reduce -18.9% |
| AVGO Broadcom Inc. | 0.32% | 5,659 | $2.0M | Add +5.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.31% | 8,993 | $1.9M | Reduce -7.5% |
| TSLA Tesla Inc. | 0.27% | 3,626 | $1.6M | Add +3.6% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 13,065 | $1.6M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.26% | 14,902 | $1.6M | Reduce -6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 3,111 | $1.6M | Add +10.1% |
| VGT Vanguard Info Tech ETF | 0.25% | 2,001 | $1.5M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 0.24% | 2,231 | $1.5M | Reduce -15.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 4,643 | $1.4M | Add +2.1% |
| HYD Vaneck High Yield Muni ETF | 0.20% | 24,657 | $1.3M | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.20% | 5,945 | $1.2M | Add +13.6% |
| JPM JPMorgan Chase & Co. | 0.20% | 3,783 | $1.2M | Reduce -8.2% |
| IWO iShares Russell 2000 Growth | 0.19% | 3,557 | $1.1M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 3,303 | $1.1M | Add +0.1% |
| ABBV Abbvie Inc. | 0.18% | 4,729 | $1.1M | Add +4.4% |
| MCO Moody's Corp. | 0.17% | 2,041 | $1.0M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,553 | $974K | Reduce -18.7% |
| XLF SS Financial Select Sector | 0.15% | 17,398 | $953K | No change |
| HYMB SS SPDR N Ice HY Muni ETF | 0.15% | 38,064 | $949K | Reduce -2.4% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 15,606 | $842K | Add +91.0% |
| LLY Eli Lilly & Co. | 0.13% | 748 | $804K | Add +58.5% |
| COST Costco Wholesale Corp. | 0.13% | 907 | $782K | Reduce -14.6% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.13% | 6,389 | $775K | Reduce -3.2% |
| COF Capital One Financial Corp. | 0.12% | 3,105 | $753K | Add +19.6% |
| VXUS Vanguard Total Intl Stock | 0.12% | 9,816 | $741K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.11% | 12,854 | $707K | Add +3.3% |
| WMT Walmart Inc. | 0.11% | 6,283 | $700K | Add +22.4% |
| LGLV SPDR US LC Low Vol Idx | 0.11% | 3,924 | $689K | Reduce -3.9% |
| EXPE Expedia Group Inc. | 0.11% | 2,427 | $688K | Add +8.9% |
| C Citigroup Inc. | 0.11% | 5,840 | $681K | Add +13.8% |
| MCD McDonald's Corp. | 0.11% | 2,161 | $660K | Reduce -6.8% |
| MRK Merck & Co. Inc. | 0.11% | 6,212 | $654K | Add +6.4% |
| MU Micron Technology Inc. | 0.11% | 2,275 | $649K | Add +13.6% |
| CVX Chevron Corp. | 0.10% | 4,199 | $640K | Reduce -8.2% |
| BABA Alibaba Group Holding-SP ADR | 0.10% | 4,209 | $617K | Add +5.2% |
| XOM Exxon Mobil Corp. | 0.10% | 5,007 | $603K | Add +17.0% |
| VICTORY PORTFOLIOS II | 0.10% | 11,034 | $596K | Reduce -3.2% |
| V Visa Inc. Class A | 0.10% | 1,692 | $593K | Reduce -19.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.09% | 524 | $561K | Add +23.9% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.09% | 7,072 | $556K | Reduce -2.1% |
| PEP Pepsico Inc. | 0.09% | 3,796 | $545K | Add +52.0% |
| CB Chubb Ltd. | 0.09% | 1,729 | $540K | Add +65.6% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,717 | $529K | Add +24.8% |
| LECO Lincoln Electric Holdings | 0.08% | 2,136 | $512K | Add +8.0% |
| ISRG Intuitive Surgical Inc. | 0.08% | 901 | $510K | Add +1.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.08% | 5,446 | $501K | Add +11.6% |
| HD Home Depot Inc. | 0.08% | 1,419 | $488K | Reduce -7.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 3,114 | $478K | Add +104.2% |
| SYF Synchrony Financial | 0.08% | 5,624 | $469K | Add +2.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.08% | 9,731 | $467K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.08% | 3,716 | $466K | Reduce -1.0% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 3,371 | $465K | Add +6.3% |
| TRV The Travelers Cos Inc. | 0.07% | 1,552 | $450K | Add +10.8% |
| RY Royal Bank of Canada | 0.07% | 2,637 | $450K | Add +6.3% |
| HCA HCA Healthcare Inc. | 0.07% | 949 | $443K | Add +38.5% |
| MLI Mueller Industries Inc. | 0.07% | 3,806 | $437K | Add +17.4% |
| INTC Intel Corp. | 0.07% | 11,834 | $437K | Add +4.8% |
| DVN Devon Energy Corp. | 0.07% | 11,686 | $428K | Reduce -0.4% |
| LRCX Lam Research Corp. | 0.07% | 2,484 | $425K | Add +14.9% |
| MA Mastercard Inc. Class A | 0.07% | 743 | $424K | Reduce -28.1% |
| CNC Centene Corp. | 0.07% | 10,272 | $423K | New |
| NFLX Netflix Inc. | 0.07% | 4,455 | $418K | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.07% | 1,242 | $410K | Add +9.4% |
| FDX FedEx Corp. | 0.07% | 1,417 | $409K | Add +30.1% |
| NOW ServiceNow Inc. | 0.07% | 2,646 | $405K | Add +91.7% |
| BKNG Booking Holdings Inc. | 0.07% | 75 | $402K | Add +70.5% |
| GS Goldman Sachs Group Inc. | 0.06% | 453 | $398K | Reduce -4.0% |
| SUB iShares Short-Term National | 0.06% | 3,703 | $395K | Reduce -17.6% |
| EIX Edison International | 0.06% | 6,555 | $393K | New |
| HURN Huron Consulting Group Inc. | 0.06% | 2,235 | $386K | Add +0.0% |
| APH Amphenol Corp. Class A | 0.06% | 2,852 | $385K | Add +4.0% |
| NEM Newmont Corp. | 0.06% | 3,804 | $380K | Add +33.3% |
| GD General Dynamics Corp. | 0.06% | 1,126 | $379K | Add +9.6% |
| UAL United Airlines Holdings Inc. | 0.06% | 3,372 | $377K | Add +22.1% |
| LMT Lockheed Martin Corp. | 0.06% | 772 | $373K | New |
| MAR Marriott International Class A | 0.06% | 1,149 | $357K | Add +3.0% |
| PCG P G & E Corp. | 0.06% | 22,125 | $356K | Add +31.1% |
| BX Blackstone Inc. | 0.06% | 2,287 | $352K | Add +20.8% |
| ZM Zoom Communications Inc. | 0.06% | 4,081 | $352K | New |
| PM Philip Morris International | 0.06% | 2,177 | $349K | Reduce -2.0% |
| SHEL Shell PLC-ADR | 0.06% | 4,746 | $349K | Add +4.1% |
| SAN Banco Santander SA-Spon ADR | 0.06% | 29,426 | $345K | Add +3.5% |
| FIX Comfort Systems USA Inc. | 0.06% | 368 | $343K | Add +40.5% |
| IEMG iShares Core MSCI Emerging | 0.06% | 5,109 | $343K | Add +0.0% |
| TEAM Atlassian Corp. Class A | 0.06% | 2,115 | $343K | New |
| T AT&T Inc. | 0.06% | 13,653 | $339K | Reduce -6.2% |
| CEG Constellation Energy | 0.06% | 959 | $339K | Add +1.1% |
| USB US Bancorp | 0.06% | 6,335 | $338K | New |
| DHI D.R. Horton Inc. | 0.05% | 2,342 | $337K | Add +75.2% |
| HIG Hartford Insurance Group Inc. | 0.05% | 2,445 | $337K | Add +6.0% |
| FOXA Fox Corp. Class A | 0.05% | 4,610 | $337K | Add +16.6% |
| NTRS Northern Trust Corp. | 0.05% | 2,460 | $336K | Add +41.3% |
| ANET Arista Networks Inc. | 0.05% | 2,535 | $332K | Add +45.8% |
| IWF iShares Russell 1000 Growth | 0.05% | 701 | $332K | Reduce -12.8% |
| TD Toronto-Dominion Bank | 0.05% | 3,523 | $332K | Add +5.2% |
| ABNB Airbnb Inc. Class A | 0.05% | 2,439 | $331K | Add +22.6% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 1,498 | $329K | Add +0.3% |
| ACN Accenture PLC Class A | 0.05% | 1,225 | $329K | New |
| TM Toyota Motor Corp. -Spon ADR | 0.05% | 1,494 | $320K | Add +3.0% |
| AME Ametek Inc. | 0.05% | 1,557 | $320K | Add +0.7% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.05% | 19,876 | $315K | Add +5.7% |
| KO The Coca-Cola Co. | 0.05% | 4,487 | $314K | Add +6.7% |
| MEDP Medpace Holdings Inc. | 0.05% | 558 | $313K | Add +31.0% |
| EFA iShares MSCI Eafe ETF | 0.05% | 3,225 | $310K | No change |
| SONY Sony Group Corp. - SP ADR | 0.05% | 12,096 | $310K | Add +1.8% |
| SNOW Snowflake Inc. | 0.05% | 1,405 | $308K | Add +6.0% |
| ORCL Oracle Corp. | 0.05% | 1,578 | $308K | Reduce -7.5% |
| PANW Palo Alto Networks Inc. | 0.05% | 1,667 | $307K | Add +30.0% |
| TPL Texas Pacific Land Corp. | 0.05% | 1,067 | $306K | Reduce -7.9% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 2,633 | $306K | Add +9.3% |
| NTRA Natera Inc. | 0.05% | 1,327 | $304K | New |
| FTI Technipfmc PLC | 0.05% | 6,765 | $301K | Add +21.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 9,091 | $298K | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 435 | $297K | Add +0.2% |
| SAP Sap SE-Sponsored ADR | 0.05% | 1,219 | $296K | Reduce -14.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 629 | $295K | Add +12.9% |
| PSX Phillips 66 | 0.05% | 2,275 | $294K | Add +46.5% |
| ETN Eaton Corp. PLC | 0.05% | 917 | $292K | Add +0.2% |
| REGN Regeneron Pharmaceuticals | 0.05% | 371 | $286K | New |
| GDXJ Vaneck Junior Gold Miners | 0.05% | 2,500 | $284K | No change |
| DAL Delta Air Lines Inc. | 0.05% | 4,072 | $283K | New |
| RING iShares MSCI Global Gold Min | 0.05% | 3,810 | $281K | No change |
| ADBE Adobe Inc. | 0.05% | 795 | $278K | Reduce -46.7% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.04% | 11,734 | $274K | Add +6.9% |
| ORLY O'reilly Automotive Inc. | 0.04% | 2,990 | $273K | Reduce -18.7% |
| OTIS Otis Worldwide Corp. | 0.04% | 3,120 | $273K | Add +1.9% |
| INTU Intuit Inc. | 0.04% | 404 | $268K | Add +2.5% |
| QCOM Qualcomm Inc. | 0.04% | 1,519 | $260K | Add +17.5% |
| ADP Automatic Data Processing | 0.04% | 1,006 | $259K | Reduce -4.2% |
| HDB HDFC Bank Ltd.-ADR | 0.04% | 7,072 | $258K | Add +13.7% |
| PHM Pultegroup Inc. | 0.04% | 2,199 | $258K | Add +16.8% |
| UL Unilever PLC-Sponsored ADR | 0.04% | 3,925 | $257K | Reduce -5.2% |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 6,929 | $256K | New |
| LYFT LYFT Inc. Class A | 0.04% | 13,145 | $255K | Add +8.4% |
| PLD Prologis Inc. | 0.04% | 1,988 | $254K | New |
| WFC Wells Fargo & Co. | 0.04% | 2,685 | $250K | Add +5.5% |
| DHR Danaher Corp. | 0.04% | 1,089 | $249K | New |
| GM General Motors Co. | 0.04% | 3,032 | $247K | Reduce -9.4% |
| GEV GE Vernova Inc. | 0.04% | 376 | $246K | Reduce -23.7% |
| SCHW Schwab (charles) Corp. | 0.04% | 2,436 | $243K | Reduce -11.7% |
| SNDK Sandisk Corp. | 0.04% | 1,018 | $242K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,117 | $241K | New |
| BLK BlackRock Inc. | 0.04% | 220 | $236K | Add +12.2% |
| GLTR Abrdn Precious Metals Basket | 0.04% | 1,139 | $234K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 790 | $234K | New |
| CMI Cummins Inc. | 0.04% | 454 | $232K | New |
| BITB Bitwise Bitcoin ETF | 0.04% | 4,860 | $231K | Reduce -8.0% |
| UBS UBS Group AG-Reg | 0.04% | 4,955 | $229K | Reduce -5.7% |
| BHP BHP Group Ltd.-Spon ADR | 0.04% | 3,771 | $228K | New |
| BIIB Biogen Inc. | 0.04% | 1,288 | $227K | New |
| HAL Halliburton Co. | 0.04% | 7,993 | $226K | New |
| PNFP Pinnacle Financial Partners | 0.04% | 2,364 | $226K | Add +0.3% |
| VLO Valero Energy Corp. | 0.04% | 1,382 | $225K | Add +3.4% |
| UI Ubiquiti Inc. | 0.04% | 405 | $224K | Add +0.3% |
| BTI British American Tob-SP ADR | 0.04% | 3,953 | $224K | New |
| IT Gartner Inc. | 0.04% | 883 | $223K | New |
| COP Conocophillips | 0.04% | 2,379 | $223K | New |
| SHOP Shopify Inc. Class A | 0.04% | 1,373 | $221K | New |
| AXP American Express Co. | 0.04% | 596 | $220K | New |
| BBY Best Buy Co. Inc. | 0.04% | 3,273 | $219K | Add +22.3% |
| ROP Roper Technologies Inc. | 0.04% | 492 | $219K | New |
| HUBS HubSpot Inc. | 0.03% | 532 | $213K | New |
| FTNT Fortinet Inc. | 0.03% | 2,687 | $213K | New |
| WDC Western Digital Corp. | 0.03% | 1,238 | $213K | New |
| ITOT iShares Core S&P Total U.S. | 0.03% | 1,431 | $213K | No change |
| LDOS Leidos Holdings Inc. | 0.03% | 1,174 | $212K | New |
| CAT Caterpillar Inc. | 0.03% | 369 | $211K | New |
| IBN Icici Bank Ltd.-Spon ADR | 0.03% | 6,993 | $208K | Reduce -4.4% |
| GPC Genuine Parts Co. | 0.03% | 1,688 | $208K | No change |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.03% | 1,057 | $206K | New |
| ILMN Illumina Inc. | 0.03% | 1,562 | $205K | New |
| SCHG Schwab US Large-Cap Growth | 0.03% | 6,236 | $203K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 699 | $203K | Reduce -38.8% |
| UTHR United Therapeutics Corp. | 0.03% | 414 | $202K | New |
| BWA Borgwarner Inc. | 0.03% | 4,443 | $200K | New |
| SMFG Sumitomo Mitsui-Spons ADR | 0.03% | 10,259 | $198K | New |
| ADT Adt Inc. | 0.03% | 22,549 | $182K | Add +10.3% |
| VALE Vale SA-SP ADR | 0.03% | 12,938 | $169K | New |
| MFG Mizuho Financial Group-ADR | 0.03% | 21,151 | $155K | Add +6.4% |
| LYG Lloyds Banking Group PLC-ADR | 0.03% | 29,039 | $154K | Add +4.4% |
| BBD Banco Bradesco-ADR | 0.02% | 31,529 | $105K | Add +7.3% |
| ABEV Ambev SA-ADR | 0.01% | 17,253 | $43K | Reduce -3.0% |