| AAPL Apple Inc. | 4.65% | 84,585 | $21.5M | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 4.54% | 108,037 | $21.0M | Reduce -19.6% |
| MSFT Microsoft Corp. | 4.51% | 40,344 | $20.9M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 4.16% | 292,410 | $19.3M | Add +28.9% |
| EFV iShares MSCI Eafe Value ETF | 3.94% | 268,955 | $18.2M | Reduce -32.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.58% | 280,271 | $16.6M | Add +3.5% |
| XLG Invesco S&P 500 Top 50 ETF | 3.16% | 254,509 | $14.6M | Add +152.1% |
| AVGO Broadcom Inc. | 2.74% | 38,474 | $12.7M | Reduce -13.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.68% | 158,388 | $12.4M | Add +14.6% |
| INRO iShares US in Ro Act ETF-Usd | 2.50% | 365,616 | $11.6M | Add +3.6% |
| NVDA Nvidia Corp. | 2.32% | 57,433 | $10.7M | Reduce -7.3% |
| JPM JPMorgan Chase & Co. | 2.26% | 33,216 | $10.5M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.96% | 41,413 | $9.1M | Reduce -1.5% |
| WMT Walmart Inc. | 1.67% | 74,805 | $7.7M | Add +2.1% |
| MSI Motorola Solutions Inc. | 1.40% | 14,198 | $6.5M | Add +3.2% |
| XLK SS Technology Select Sector | 1.35% | 22,162 | $6.2M | Add +4.1% |
| ETN Eaton Corp. PLC | 1.34% | 16,529 | $6.2M | Reduce -0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.33% | 58,801 | $6.1M | Add +97.3% |
| SPMO Invesco S&P 500 Momentum ETF | 1.28% | 48,895 | $5.9M | Add +3.2% |
| DIVO Amplify CWP Enhan Divid ETF | 1.14% | 117,930 | $5.3M | Reduce -1.8% |
| HD Home Depot Inc. | 1.10% | 12,542 | $5.1M | Add +0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.09% | 91,158 | $5.0M | Add +202.9% |
| ITW Illinois Tool Works | 1.05% | 18,563 | $4.8M | Add +0.0% |
| ADI Analog Devices Inc. | 1.00% | 18,807 | $4.6M | Add +78.3% |
| GOOGL Alphabet Inc. Class A | 0.98% | 18,626 | $4.5M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.97% | 24,101 | $4.5M | Add +2.7% |
| MPC Marathon Petroleum Corp. | 0.93% | 22,224 | $4.3M | Add +2.9% |
| META Meta Platforms Inc. Class A | 0.92% | 5,795 | $4.3M | Reduce -3.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 36,915 | $4.2M | Reduce -62.3% |
| ABBV Abbvie Inc. | 0.89% | 17,888 | $4.1M | Add +3.0% |
| IYW iShares Ustechnology ETF | 0.84% | 19,836 | $3.9M | Add +16.5% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.84% | 76,764 | $3.9M | Add +18.5% |
| FTEC Fidelity MSCI Info Tech Indx | 0.79% | 16,354 | $3.6M | Reduce -0.6% |
| CME Cme Group Inc. | 0.73% | 12,429 | $3.4M | Add +1.8% |
| CB Chubb Ltd. | 0.71% | 11,591 | $3.3M | Add +1.9% |
| JCI Johnson Controls Internation | 0.67% | 28,022 | $3.1M | Add +2.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.66% | 130,990 | $3.1M | Add +1.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.66% | 120,370 | $3.1M | Add +2.0% |
| MCD McDonald's Corp. | 0.66% | 10,080 | $3.1M | Reduce -7.1% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.66% | 125,851 | $3.1M | Add +3.5% |
| IBDR iShares Ibonds Dec 2026 Term | 0.66% | 125,893 | $3.1M | Add +3.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.66% | 121,078 | $3.0M | Add +3.9% |
| EXPD Expeditors Intl Wash Inc. | 0.65% | 24,629 | $3.0M | Reduce -8.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.62% | 32,941 | $2.9M | Add +4.5% |
| V Visa Inc. Class A | 0.60% | 8,099 | $2.8M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.57% | 10,755 | $2.6M | Reduce -1.6% |
| MDT Medtronic PLC | 0.56% | 27,187 | $2.6M | Add +1.7% |
| DRI Darden Restaurants Inc. | 0.55% | 13,425 | $2.6M | Add +0.5% |
| APD Air Products & Chemicals Inc. | 0.55% | 9,329 | $2.5M | Add +1.4% |
| O Realty Income Corp. | 0.53% | 40,325 | $2.5M | Add +4.6% |
| TSLA Tesla Inc. | 0.51% | 5,257 | $2.3M | Add +0.9% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.49% | 86,814 | $2.3M | Add +1.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.49% | 107,154 | $2.3M | Add +1.3% |
| IBDX iShares Ibonds Dec 2032 TC | 0.49% | 88,547 | $2.3M | Add +0.6% |
| VZ Verizon Communications Inc. | 0.49% | 51,347 | $2.3M | Add +6.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.49% | 101,667 | $2.3M | Add +1.4% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.48% | 84,384 | $2.2M | Add +1.1% |
| LLY Eli Lilly & Co. | 0.47% | 2,842 | $2.2M | Reduce -12.6% |
| UNH Unitedhealth Group Inc. | 0.47% | 6,256 | $2.2M | Add +4.2% |
| TT Trane Technologies PLC | 0.46% | 5,099 | $2.2M | Reduce -5.3% |
| CMI Cummins Inc. | 0.46% | 5,040 | $2.1M | Add +5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 4,342 | $2.1M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 3,797 | $1.9M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 2,820 | $1.9M | Reduce -3.7% |
| AXP American Express Co. | 0.41% | 5,646 | $1.9M | Add +0.1% |
| UNP Union Pacific Corp. | 0.37% | 7,279 | $1.7M | Add +0.0% |
| CMCSA Comcast Corp. Class A | 0.36% | 53,210 | $1.7M | Reduce -1.3% |
| FIS Fidelity National Info Serv | 0.36% | 25,222 | $1.7M | Add +0.6% |
| OEF iShares S&P 100 ETF | 0.35% | 4,856 | $1.6M | Add +6.8% |
| ORCL Oracle Corp. | 0.33% | 5,432 | $1.5M | Reduce -1.7% |
| NEE Nextera Energy Inc. | 0.32% | 19,860 | $1.5M | Add +3.6% |
| SCHG Schwab US Large-Cap Growth | 0.32% | 46,949 | $1.5M | Add +23.2% |
| COST Costco Wholesale Corp. | 0.31% | 1,565 | $1.4M | Reduce -0.8% |
| BBY Best Buy Co. Inc. | 0.31% | 18,795 | $1.4M | Reduce -0.6% |
| NFLX Netflix Inc. | 0.30% | 1,162 | $1.4M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.29% | 8,167 | $1.3M | Reduce -5.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.28% | 2,839 | $1.3M | Reduce -5.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 8,861 | $1.3M | Reduce -5.3% |
| XLF SS Financial Select Sector | 0.26% | 22,765 | $1.2M | Add +22.5% |
| IWV iShares Russell 3000 ETF | 0.26% | 3,183 | $1.2M | Reduce -8.0% |
| ACWI iShares MSCI Acwi ETF | 0.26% | 8,690 | $1.2M | Reduce -1.9% |
| GEV GE Vernova Inc. | 0.25% | 1,912 | $1.2M | Add +1.9% |
| CRM Salesforce Inc. | 0.25% | 4,832 | $1.1M | Reduce -7.2% |
| MA Mastercard Inc. Class A | 0.24% | 1,962 | $1.1M | Reduce -1.6% |
| PEG Public Service Enterprise GP | 0.22% | 12,221 | $1.0M | Reduce -23.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 19,212 | $991K | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,560 | $955K | Add +30.4% |
| SPGI S&P Global Inc. | 0.20% | 1,948 | $948K | Reduce -4.1% |
| KO The Coca-Cola Co. | 0.20% | 14,069 | $933K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.20% | 8,250 | $930K | Add +0.6% |
| IVLU iShares MSCI International V | 0.19% | 25,083 | $890K | Add +0.5% |
| SGOV iShares 0-3 Month Treasury B | 0.19% | 8,637 | $870K | New |
| IJH iShares Core S&P Midcap ETF | 0.19% | 13,183 | $860K | Add +0.1% |
| NXPI NXP Semiconductors NV | 0.18% | 3,684 | $839K | Reduce -6.5% |
| ALL Allstate Corp. | 0.18% | 3,803 | $816K | Reduce -5.2% |
| SHLD Global X Defense Tech ETF | 0.17% | 11,467 | $805K | New |
| APH Amphenol Corp. Class A | 0.17% | 6,362 | $787K | Reduce -5.2% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 28,422 | $776K | Add +0.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 8,055 | $766K | Add +1.8% |
| FANG Diamondback Energy Inc. | 0.15% | 4,942 | $707K | Add +0.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.15% | 8,715 | $703K | Reduce -0.0% |
| FISV Fiserv Inc. | 0.15% | 5,447 | $702K | Reduce -8.6% |
| IWD iShares Russell 1000 Value E | 0.15% | 3,436 | $700K | Reduce -0.9% |
| STE Steris PLC | 0.15% | 2,796 | $692K | Reduce -6.7% |
| IQV Iqvia Holdings Inc. | 0.15% | 3,625 | $689K | Reduce -3.7% |
| CSCO Cisco Systems Inc. | 0.15% | 10,018 | $685K | Reduce -5.1% |
| SBUX Starbucks Corp. | 0.15% | 7,983 | $675K | Reduce -12.3% |
| IVV iShares Core S&P 500 ETF | 0.15% | 1,005 | $673K | Add +0.1% |
| CSL Carlisle Cos Inc. | 0.14% | 2,023 | $666K | Add +0.1% |
| ABT Abbott Laboratories | 0.14% | 4,885 | $654K | Add +0.3% |
| BA The Boeing Co. | 0.14% | 3,013 | $650K | Reduce -19.8% |
| GS Goldman Sachs Group Inc. | 0.14% | 785 | $625K | Add +0.4% |
| PM Philip Morris International | 0.14% | 3,855 | $625K | Reduce -1.6% |
| XLC SS Comm Select Sector SPDR | 0.13% | 5,254 | $622K | Add +4.4% |
| IEUR iShares Core MSCI Europe ETF | 0.13% | 9,092 | $619K | Add +15.7% |
| XLY SS Consumer Disc Select Sect | 0.13% | 2,578 | $618K | Add +12.4% |
| SYK Stryker Corp. | 0.13% | 1,658 | $613K | Reduce -3.9% |
| IWF iShares Russell 1000 Growth | 0.13% | 1,300 | $609K | No change |
| CVX Chevron Corp. | 0.13% | 3,874 | $602K | Add +14.1% |
| PG The Procter & Gamble Co. | 0.13% | 3,864 | $594K | Reduce -4.6% |
| XLV SS Health Care Select Sector | 0.13% | 4,257 | $592K | Reduce -18.7% |
| CDNS Cadence Design SYS Inc. | 0.13% | 1,683 | $591K | Add +16.6% |
| NOW ServiceNow Inc. | 0.13% | 638 | $587K | Reduce -4.5% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 1,901 | $572K | Add +6.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.12% | 19,156 | $567K | Reduce -5.4% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 14,401 | $564K | Reduce -9.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.12% | 2,196 | $563K | Add +105.2% |
| DMB BNY Mellon Muni BND Infra | 0.11% | 49,695 | $532K | Reduce -0.0% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.11% | 7,779 | $525K | Reduce -59.4% |
| DXCM Dexcom Inc. | 0.11% | 7,743 | $521K | Reduce -5.5% |
| ECL Ecolab Inc. | 0.10% | 1,775 | $486K | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.10% | 1,001 | $478K | Add +0.3% |
| MU Micron Technology Inc. | 0.10% | 2,848 | $477K | Add +9.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,679 | $474K | Add +0.1% |
| SNPS Synopsys Inc. | 0.10% | 930 | $459K | Add +18.5% |
| RTX RTX Corp. | 0.10% | 2,726 | $456K | Add +1.8% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 4,712 | $455K | No change |
| ETR Entergy Corp. | 0.09% | 4,716 | $439K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.09% | 1,304 | $428K | Add +67.0% |
| DTE DTE Energy Company | 0.09% | 3,013 | $426K | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.09% | 2,331 | $425K | Add +30.7% |
| T AT&T Inc. | 0.09% | 14,524 | $410K | Reduce -4.9% |
| RJF Raymond James Financial Inc. | 0.09% | 2,363 | $408K | Reduce -14.4% |
| BMY Bristol-Myers Squibb Co. | 0.09% | 8,870 | $400K | Reduce -32.9% |
| XLI SS Industrial Select Sector | 0.08% | 2,538 | $391K | Add +69.2% |
| AVDE Avantis International Equity | 0.08% | 4,961 | $391K | Add +0.4% |
| DE Deere & Co. | 0.08% | 829 | $379K | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.08% | 4,511 | $378K | Add +2.7% |
| DFUS Dimensional US Eq MKT ETF | 0.08% | 5,120 | $371K | Reduce -25.4% |
| BLK BlackRock Inc. | 0.08% | 318 | $370K | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.08% | 1,446 | $363K | Reduce -5.1% |
| VGT Vanguard Info Tech ETF | 0.08% | 483 | $361K | No change |
| EW Edwards Lifesciences Corp. | 0.07% | 4,412 | $343K | Reduce -6.5% |
| MRK Merck & Co. Inc. | 0.07% | 3,989 | $335K | Add +0.1% |
| SHOP Shopify Inc. Class A | 0.07% | 2,129 | $316K | Reduce -5.8% |
| NEM Newmont Corp. | 0.07% | 3,708 | $313K | New |
| PEP Pepsico Inc. | 0.06% | 2,115 | $297K | Add +20.9% |
| BKNG Booking Holdings Inc. | 0.06% | 54 | $292K | Reduce -1.8% |
| COP Conocophillips | 0.06% | 3,054 | $289K | Add +12.7% |
| APP AppLovin Corp. Class A | 0.06% | 393 | $282K | New |
| MS Morgan Stanley | 0.06% | 1,764 | $280K | Add +7.1% |
| C Citigroup Inc. | 0.06% | 2,757 | $280K | Add +2.5% |
| AVUS Avantis U.S. Equity ETF | 0.06% | 2,569 | $279K | Add +0.0% |
| IUSG iShares Core S&P U.S. Growth | 0.06% | 1,687 | $278K | No change |
| WELL Welltower Inc. | 0.06% | 1,555 | $277K | Add +2.0% |
| ACN Accenture PLC Class A | 0.06% | 1,120 | $276K | Reduce -15.4% |
| LIN Linde PLC | 0.06% | 575 | $273K | Add +3.0% |
| DGRO iShares Core Dividend Growth | 0.06% | 4,012 | $273K | Reduce -49.3% |
| LRCX Lam Research Corp. | 0.06% | 2,018 | $270K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,357 | $270K | Add +4.1% |
| DLN Wisdomtree US Largecap Divid | 0.06% | 3,086 | $269K | Reduce -0.7% |
| PGR Progressive Corp. | 0.06% | 1,061 | $262K | Reduce -4.9% |
| SCHV Schwab US Large-Cap Value | 0.06% | 8,862 | $258K | No change |
| GLDM SPDR Gold Minishares Trust | 0.05% | 3,319 | $254K | Add +8.0% |
| EMR Emerson Electric Co. | 0.05% | 1,928 | $253K | Add +0.4% |
| INTU Intuit Inc. | 0.05% | 366 | $250K | Reduce -4.2% |
| CVS CVS Health Corp. | 0.05% | 3,245 | $245K | New |
| MMU Western Asset Managed Munici | 0.05% | 23,055 | $238K | Add +0.9% |
| TMUS T-Mobile US Inc. | 0.05% | 989 | $237K | Reduce -0.5% |
| ADBE Adobe Inc. | 0.05% | 669 | $236K | Reduce -17.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 926 | $236K | No change |
| FISI Financial Institutions Inc. | 0.05% | 8,653 | $235K | Reduce -0.6% |
| ADP Automatic Data Processing | 0.05% | 792 | $232K | Add +6.3% |
| SO The Southern Co. | 0.05% | 2,449 | $232K | Add +8.8% |
| COF Capital One Financial Corp. | 0.05% | 1,090 | $232K | Add +1.7% |
| UBER Uber Technologies Inc. | 0.05% | 2,336 | $229K | Add +5.8% |
| TFLO iShares Treasury Floating Ra | 0.05% | 4,484 | $227K | New |
| TGT Target Corp. | 0.05% | 2,474 | $222K | Reduce -1.1% |
| IDXX Idexx Laboratories Inc. | 0.05% | 347 | $222K | New |
| ANET Arista Networks Inc. | 0.05% | 1,503 | $219K | New |
| GILD Gilead Sciences Inc. | 0.05% | 1,973 | $219K | New |
| ISRG Intuitive Surgical Inc. | 0.05% | 482 | $216K | Reduce -10.9% |
| BSX Boston Scientific Corp. | 0.05% | 2,141 | $209K | Add +1.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.05% | 1,196 | $209K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 1,113 | $208K | New |
| KMB Kimberly-Clark Corp. | 0.04% | 1,661 | $207K | Reduce -7.6% |
| LRGF iShares US Equity Factor ETF | 0.04% | 2,985 | $206K | New |
| PNC PNC Financial Services Group | 0.04% | 1,024 | $206K | New |
| IJR iShares Core S&P Small-Cap E | 0.04% | 1,732 | $206K | New |
| DVN Devon Energy Corp. | 0.04% | 5,828 | $204K | Reduce -12.1% |
| PFE Pfizer Inc. | 0.04% | 8,015 | $204K | Reduce -17.0% |
| AMAT Applied Materials Inc. | 0.04% | 982 | $201K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 14,635 | $175K | Reduce -49.2% |
| XCHYX Calamos Convert & High Inc. | 0.03% | 10,319 | $116K | Add +2.8% |
| IAUX I-80 Gold Corp. | 0.01% | 71,353 | $68K | Add +15.6% |
| CMPX Compass Therapeutics Inc. | 0.01% | 10,230 | $36K | Reduce -3.5% |
| SES Ses AI Corp. | 0.00% | 10,263 | $17K | Reduce -2.0% |
| IRWD Ironwood Pharmaceuticals Inc. | 0.00% | 10,985 | $14K | New |