| VTIP Vanguard Short-Term Tips | 8.90% | 859,091 | $42.4M | Add +11.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.01% | 163,840 | $28.6M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 5.87% | 140,373 | $27.9M | Add +1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 4.39% | 103,946 | $20.9M | Reduce -2.4% |
| DFIC Dimensional International Co. | 3.47% | 587,337 | $16.5M | Add +4.6% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 3.06% | 389,943 | $14.6M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.02% | 31,240 | $14.4M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.15% | 129,041 | $10.2M | Reduce -0.7% |
| MSFT Microsoft Corp. | 2.05% | 22,625 | $9.7M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 1.90% | 54,487 | $9.0M | Reduce -0.1% |
| AAPL Apple Inc. | 1.83% | 37,351 | $8.7M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.65% | 93,069 | $7.9M | Reduce -0.2% |
| GD General Dynamics Corp. | 1.55% | 24,416 | $7.4M | Reduce -0.4% |
| PG The Procter & Gamble Co. | 1.53% | 42,122 | $7.3M | Add +0.3% |
| VGSH Vanguard Short-Term Treasury | 1.51% | 121,750 | $7.2M | Add +7.8% |
| IEI iShares 3-7 Year Treasury Bo | 1.47% | 58,386 | $7.0M | Reduce -0.8% |
| VIGI Vanguard Int Div App Indx FD | 1.44% | 77,560 | $6.8M | Reduce -1.1% |
| SGOV iShares 0-3 Month Treasury B | 1.36% | 64,278 | $6.5M | Reduce -4.5% |
| BIV Vanguard Intermediate-Term B | 1.28% | 77,534 | $6.1M | Reduce -0.6% |
| DFEM Dimensional Emrg MRKT Core | 1.26% | 212,673 | $6.0M | Add +10.0% |
| CAT Caterpillar Inc. | 1.25% | 15,254 | $6.0M | Reduce -2.0% |
| VT Vanguard Tot World STK ETF | 1.11% | 44,088 | $5.3M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 1.05% | 43,611 | $5.0M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.03% | 23,341 | $4.9M | Reduce -2.8% |
| JNJ Johnson & Johnson | 1.01% | 29,569 | $4.8M | Add +1.5% |
| UNH Unitedhealth Group Inc. | 1.00% | 8,151 | $4.8M | Add +1.3% |
| GIS General Mills Inc. | 0.99% | 63,889 | $4.7M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.97% | 16,218 | $4.6M | Reduce -8.1% |
| SCHO Schwab Short-Term US Treas | 0.97% | 93,972 | $4.6M | Add +3.3% |
| HON Honeywell International Inc. | 0.96% | 22,172 | $4.6M | Add +5.9% |
| DHI D.R. Horton Inc. | 0.96% | 23,884 | $4.6M | Add +0.5% |
| RTX RTX Corp. | 0.96% | 37,604 | $4.6M | Reduce -2.4% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.95% | 45,559 | $4.5M | Add +9.9% |
| SUB iShares Short-Term National | 0.91% | 40,772 | $4.3M | Reduce -1.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.89% | 88,112 | $4.2M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.89% | 82,720 | $4.2M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.86% | 23,617 | $4.1M | Reduce -4.6% |
| VONE Vanguard Russell 1000 | 0.85% | 15,618 | $4.1M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.83% | 12,276 | $4.0M | Reduce -3.3% |
| CSCO Cisco Systems Inc. | 0.79% | 70,759 | $3.8M | Reduce -2.0% |
| ITW Illinois Tool Works | 0.78% | 14,017 | $3.7M | Add +3.4% |
| CGCP Cap Group Core Plus Income | 0.76% | 156,273 | $3.6M | Add +17.9% |
| DFLV Dim US Large Cap Value ETF | 0.65% | 99,911 | $3.1M | Add +18.0% |
| CVX Chevron Corp. | 0.63% | 20,486 | $3.0M | Add +0.9% |
| BLK BlackRock Inc. | 0.61% | 3,076 | $2.9M | Add +0.4% |
| PEP Pepsico Inc. | 0.59% | 16,372 | $2.8M | Add +1.6% |
| LNT Alliant Energy Corp. | 0.57% | 45,055 | $2.7M | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 26,104 | $2.5M | Add +1.2% |
| AMZN Amazon.com Inc. | 0.52% | 13,332 | $2.5M | Add +1.2% |
| UNP Union Pacific Corp. | 0.50% | 9,665 | $2.4M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 59,800 | $2.4M | Reduce -5.8% |
| NOC Northrop Grumman Corp. | 0.49% | 4,374 | $2.3M | Add +0.3% |
| DE Deere & Co. | 0.48% | 5,500 | $2.3M | Reduce -5.6% |
| MCHP Microchip Technology Inc. | 0.47% | 28,127 | $2.3M | Reduce -2.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.47% | 46,231 | $2.3M | Reduce -9.5% |
| CTVA Corteva Inc. | 0.46% | 36,844 | $2.2M | Reduce -2.4% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.45% | 22,896 | $2.1M | Reduce -0.6% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.42% | 16,665 | $2.0M | Reduce -11.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.40% | 17,373 | $1.9M | Add +52.1% |
| USB US Bancorp | 0.39% | 39,828 | $1.8M | Reduce -5.0% |
| RSPU Invesco S&P 500 Equal Weight | 0.39% | 26,716 | $1.8M | Add +18.1% |
| JCI Johnson Controls Internation | 0.34% | 20,902 | $1.6M | Reduce -4.6% |
| DUK Duke Energy Corp. | 0.33% | 13,640 | $1.6M | Add +0.6% |
| CSX CSX Corp. | 0.29% | 39,695 | $1.4M | Reduce -5.7% |
| BDX Becton Dickinson and Co. | 0.28% | 5,614 | $1.4M | Add +2.2% |
| CHRW C.H. Robinson Worldwide Inc. | 0.28% | 12,185 | $1.4M | Reduce -5.6% |
| AFL Aflac Inc. | 0.27% | 11,514 | $1.3M | Reduce -9.6% |
| PAYX Paychex Inc. | 0.26% | 9,264 | $1.2M | Add +0.7% |
| GQRE NT GLBL Qual Re ETF | 0.26% | 19,595 | $1.2M | Add +0.8% |
| DFAT Dimensional US Target Value | 0.26% | 21,917 | $1.2M | Add +8.9% |
| TXT Textron Inc. | 0.25% | 13,395 | $1.2M | Reduce -4.8% |
| LOW Lowe's Cos Inc. | 0.25% | 4,362 | $1.2M | Add +6.5% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 24,459 | $1.2M | Add +7.5% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.24% | 33,084 | $1.2M | Add +6.5% |
| GUNR NT Mstar GLBL NR ETF | 0.23% | 27,048 | $1.1M | Add +1.7% |
| SBUX Starbucks Corp. | 0.23% | 11,418 | $1.1M | Add +13.6% |
| XOM Exxon Mobil Corp. | 0.22% | 9,088 | $1.1M | Reduce -1.1% |
| TDVG T Rowe Price Dividend Growth | 0.22% | 25,604 | $1.0M | Reduce -5.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.22% | 31,030 | $1.0M | Add +130.6% |
| QLTY GMO U.S. Quality ETF | 0.22% | 31,436 | $1.0M | Add +133.5% |
| ECL Ecolab Inc. | 0.20% | 3,792 | $970K | Reduce -4.5% |
| ORCL Oracle Corp. | 0.20% | 5,663 | $965K | Reduce -17.6% |
| MDT Medtronic PLC | 0.20% | 10,350 | $939K | Add +11.7% |
| WFC Wells Fargo & Co. | 0.19% | 15,745 | $889K | Reduce -5.5% |
| APD Air Products & Chemicals Inc. | 0.18% | 2,881 | $858K | Reduce -6.1% |
| OMC Omnicom Group | 0.17% | 7,835 | $816K | Reduce -5.1% |
| ENB Enbridge Inc. | 0.17% | 19,859 | $806K | Reduce -1.8% |
| ABT Abbott Laboratories | 0.17% | 7,015 | $800K | Add +2.5% |
| UPS United Parcel Service Class B | 0.16% | 5,480 | $747K | Add +9.9% |
| CVS CVS Health Corp. | 0.16% | 11,812 | $743K | Reduce -0.5% |
| HLI Houlihan Lokey Inc. | 0.15% | 4,544 | $718K | Reduce -3.3% |
| PFE Pfizer Inc. | 0.15% | 24,705 | $715K | Reduce -0.8% |
| CNQ Canadian Natural Resources | 0.15% | 20,988 | $705K | Add +160.1% |
| META Meta Platforms Inc. Class A | 0.15% | 1,230 | $704K | Reduce -1.9% |
| CBRE CBRE Group Inc. Class A | 0.15% | 5,598 | $697K | Add +0.9% |
| NTRS Northern Trust Corp. | 0.15% | 7,627 | $692K | Add +3.7% |
| CACI Caci International Inc. Class A | 0.14% | 1,364 | $688K | Add +0.6% |
| BRO Brown & Brown Inc. | 0.14% | 6,513 | $675K | Add +1.5% |
| CRM Salesforce Inc. | 0.14% | 2,401 | $658K | Add +1.7% |
| SF Stifel Financial Corp. | 0.14% | 6,897 | $648K | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 5,341 | $625K | Add +45.5% |
| CMCSA Comcast Corp. Class A | 0.12% | 13,968 | $583K | Reduce -11.0% |
| ZBRA Zebra Technologies Corp. Class A | 0.12% | 1,564 | $579K | Add +1.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 7,827 | $562K | Reduce -3.1% |
| NSIT Insight Enterprises Inc. | 0.11% | 2,521 | $543K | Add +2.0% |
| EXPD Expeditors Intl Wash Inc. | 0.11% | 4,119 | $541K | Add +4.0% |
| V Visa Inc. Class A | 0.11% | 1,962 | $539K | Add +3.6% |
| AMAT Applied Materials Inc. | 0.11% | 2,598 | $525K | Reduce -0.6% |
| ACN Accenture PLC Class A | 0.11% | 1,484 | $525K | Add +3.1% |
| HII Huntington Ingalls Industrie | 0.10% | 1,888 | $499K | New |
| GS Goldman Sachs Group Inc. | 0.10% | 1,003 | $497K | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 794 | $491K | Add +3.4% |
| MIDD Middleby Corp. | 0.10% | 3,531 | $491K | Add +5.2% |
| DFIV Dimensional International Va | 0.10% | 12,843 | $489K | Add +62.8% |
| CPRT Copart Inc. | 0.10% | 9,196 | $482K | Add +3.1% |
| UBS UBS Group AG-Reg | 0.10% | 15,556 | $481K | Add +3.1% |
| VOO Vanguard S&P 500 ETF | 0.10% | 907 | $480K | Reduce -21.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 6,636 | $477K | Add +2.1% |
| IBKR Interactive Brokers Gro Class A | 0.10% | 3,361 | $468K | Reduce -1.2% |
| LFUS Littelfuse Inc. | 0.09% | 1,691 | $449K | Add +4.0% |
| CDW CDW Corp. | 0.09% | 1,951 | $442K | Add +4.3% |
| LSTR Landstar System Inc. | 0.09% | 2,263 | $427K | Add +5.0% |
| CLX Clorox Company | 0.09% | 2,569 | $419K | New |
| LMT Lockheed Martin Corp. | 0.09% | 707 | $413K | Add +1.0% |
| LKQ LKQ Corp. | 0.09% | 10,318 | $412K | Add +6.4% |
| DFAI Dimensional International Co. | 0.09% | 12,885 | $409K | Add +61.4% |
| DHR Danaher Corp. | 0.08% | 1,449 | $403K | Add +4.2% |
| LVMUY LVMH Moet Hennessy-Unsp ADR | 0.08% | 2,607 | $400K | Add +5.8% |
| HSY The Hershey Co. | 0.08% | 2,077 | $398K | Add +17.8% |
| OSEA Harbor Intl Compounders ETF | 0.08% | 13,527 | $391K | New |
| NSRGY Nestle SA-Spons ADR | 0.08% | 3,878 | $390K | Add +5.4% |
| ARW Arrow Electronics Inc. | 0.08% | 2,929 | $389K | Add +5.9% |
| ONB Old National Bancorp | 0.08% | 20,803 | $388K | Add +2.6% |
| TEL Te Connectivity PLC | 0.08% | 2,520 | $380K | Add +6.4% |
| NDSN Nordson Corp. | 0.08% | 1,427 | $375K | Add +4.8% |
| MMM 3M Co. | 0.07% | 2,611 | $357K | Add +4.6% |
| TTWO Take-Two Interactive Softwre | 0.07% | 2,303 | $354K | Add +3.9% |
| INTU Intuit Inc. | 0.07% | 561 | $348K | Add +2.4% |
| HSIC Henry Schein Inc. | 0.07% | 4,674 | $341K | Add +3.8% |
| EA Electronic Arts Inc. | 0.07% | 2,259 | $324K | Add +2.6% |
| BUSE First Busey Corp. | 0.07% | 12,016 | $313K | Reduce -0.4% |
| MKL Markel Group Inc. | 0.06% | 196 | $307K | Add +9.5% |
| STZ Constellation Brands Inc. Class A | 0.06% | 1,175 | $303K | Add +3.3% |
| CNSWF Constellation Software Inc. | 0.06% | 93 | $303K | Add +8.1% |
| MSI Motorola Solutions Inc. | 0.06% | 663 | $299K | Add +1.7% |
| NFLX Netflix Inc. | 0.06% | 402 | $285K | Add +4.7% |
| AZPN Aspen Technology Inc. | 0.06% | 1,187 | $283K | Add +3.5% |
| COF Capital One Financial Corp. | 0.06% | 1,838 | $275K | Add +4.8% |
| SCHW Schwab (charles) Corp. | 0.06% | 4,178 | $271K | Add +4.9% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.06% | 2,560 | $270K | Add +3.8% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 3,098 | $262K | Reduce -1.5% |
| BAH Booz Allen Hamilton Holdings | 0.05% | 1,595 | $260K | Add +1.9% |
| MCD McDonald's Corp. | 0.05% | 836 | $255K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 497 | $243K | Reduce -18.7% |
| HEINY Heineken NV-SPN ADR | 0.05% | 5,118 | $228K | Add +5.1% |
| LUV Southwest Airlines Co. | 0.04% | 6,978 | $207K | Add +5.2% |
| IEX Idex Corp. | 0.04% | 955 | $205K | Add +5.0% |
| AAP Advance Auto Parts Inc. | 0.04% | 5,207 | $203K | Add +41.4% |
| GLD SPDR Gold Shares | 0.04% | 790 | $192K | Reduce -4.2% |
| EMR Emerson Electric Co. | 0.04% | 1,691 | $185K | Reduce -8.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.04% | 1,068 | $184K | Add +5.4% |
| J Jacobs Solutions Inc. | 0.04% | 1,314 | $172K | Add +5.4% |
| DISV Dimensional International SM | 0.04% | 5,852 | $170K | Add +54.8% |
| IVV iShares Core S&P 500 ETF | 0.03% | 269 | $155K | New |
| CVNA Carvana Co. | 0.03% | 885 | $154K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.03% | 1,668 | $150K | No change |
| VEEV Veeva Systems Inc. Class A | 0.03% | 638 | $134K | Add +5.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 2,350 | $124K | No change |
| TDY Teledyne Technologies Inc. | 0.02% | 268 | $117K | Add +17.0% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 633 | $113K | No change |
| INTC Intel Corp. | 0.02% | 4,750 | $111K | Add +7.7% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 1,741 | $108K | Add +687.8% |
| YUMC Yum China Holdings Inc. | 0.02% | 2,329 | $105K | Add +2.4% |
| BWA Borgwarner Inc. | 0.02% | 2,813 | $102K | Add +12.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 1,972 | $100K | No change |
| BND Vanguard Total Bond Market | 0.02% | 1,227 | $92K | New |
| SAM Boston Beer Company Inc. Class A | 0.02% | 307 | $89K | No change |
| KO The Coca-Cola Co. | 0.02% | 1,210 | $88K | Add +0.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.02% | 779 | $85K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 507 | $85K | No change |
| SCHF Schwab Intl Equity ETF | 0.02% | 2,022 | $83K | New |
| TSN Tyson Foods Inc. Class A | 0.02% | 1,350 | $80K | No change |
| GDX Vaneck Gold Miners ETF | 0.02% | 1,831 | $73K | Add +52.3% |
| DG Dollar General Corp. | 0.02% | 850 | $72K | Add +200.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 121 | $70K | No change |
| KVUE Kenvue Inc. | 0.01% | 2,788 | $64K | Add +13.0% |
| NEM Newmont Corp. | 0.01% | 1,149 | $61K | Add +29.4% |
| WM Waste Management Inc. | 0.01% | 285 | $59K | No change |
| XLK SS Technology Select Sector | 0.01% | 248 | $56K | No change |
| SYK Stryker Corp. | 0.01% | 145 | $52K | New |
| SCHM Schwab US Mid Cap ETF | 0.01% | 623 | $52K | No change |
| PM Philip Morris International | 0.01% | 420 | $52K | No change |
| SCHA Schwab US Small-Cap ETF | 0.01% | 973 | $50K | No change |
| NVDA Nvidia Corp. | 0.01% | 400 | $49K | Add +14.3% |
| NFRA NT GLBL BRD Infra ETF | 0.01% | 720 | $43K | Reduce -96.4% |
| AMTM Amentum Holdings Inc. | 0.01% | 1,314 | $42K | Add +5.4% |
| MBUU Malibu Boats Inc. Class A | 0.01% | 1,087 | $42K | Add +53.8% |
| CEG Constellation Energy | 0.01% | 161 | $42K | Add +61.0% |
| MLKN Millerknoll Inc. | 0.01% | 1,654 | $41K | Add +18.6% |
| XLE SS Energy Select Sector | 0.01% | 438 | $38K | Add +59.9% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.01% | 312 | $38K | Add +32.8% |
| SOLV Solventum Corp. | 0.01% | 541 | $38K | Reduce -0.6% |
| MET Metlife Inc. | 0.01% | 454 | $37K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 201 | $36K | Add +54.6% |
| PARAA Paramount Global Class B | 0.01% | 3,290 | $35K | Add +31.1% |
| KMX Carmax Inc. | 0.01% | 446 | $35K | Reduce -14.7% |
| IWD iShares Russell 1000 Value E | 0.01% | 172 | $33K | No change |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 401 | $32K | Add +4.7% |
| CAKE The Cheesecake Factory Inc. | 0.01% | 745 | $30K | Add +17.9% |
| GE General Electric filed as GE AEROSPACE | 0.01% | 158 | $30K | No change |
| BKNG Booking Holdings Inc. | 0.01% | 7 | $29K | No change |
| DFAC Dimensional US Core Equity 2 | 0.01% | 846 | $29K | No change |
| VLUE iShares MSCI USA Value Facto | 0.01% | 253 | $28K | New |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 268 | $27K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 500 | $26K | Reduce -44.0% |
| COST Costco Wholesale Corp. | 0.01% | 29 | $26K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.01% | 182 | $25K | Add +0.6% |
| SCHB Schwab US Broad Market ETF | 0.01% | 364 | $24K | No change |
| IXUS iShares Core Intl Stock ETF | 0.01% | 333 | $24K | No change |
| VLTO Veralto Corp. | 0.00% | 208 | $23K | Reduce -2.8% |
| EZU iShares MSCI Eurozone ETF | 0.00% | 443 | $23K | New |
| TLT iShares 20+ Year Treasury BD | 0.00% | 232 | $23K | New |
| EFA iShares MSCI Eafe ETF | 0.00% | 268 | $22K | No change |
| MO Altria Group Inc. | 0.00% | 422 | $22K | No change |
| VXUS Vanguard Total Intl Stock | 0.00% | 320 | $21K | No change |
| HAS Hasbro Inc. | 0.00% | 283 | $20K | Add +0.7% |
| VFC VF Corp. | 0.00% | 1,000 | $20K | Reduce -2.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 615 | $20K | No change |
| TSLA Tesla Inc. | 0.00% | 75 | $20K | No change |
| EEM iShares MSCI Emerging Market | 0.00% | 400 | $18K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.00% | 211 | $18K | New |
| MA Mastercard Inc. Class A | 0.00% | 35 | $17K | No change |
| ZUMZ Zumiez Inc. | 0.00% | 806 | $17K | Reduce -69.3% |
| ABBV Abbvie Inc. | 0.00% | 85 | $17K | No change |
| SCL Stepan Co. | 0.00% | 200 | $15K | No change |
| GLW Corning Inc. | 0.00% | 341 | $15K | Reduce -29.3% |
| IVE iShares S&P 500 Value ETF | 0.00% | 78 | $15K | No change |
| DAL Delta Air Lines Inc. | 0.00% | 301 | $15K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 161 | $12K | No change |
| DUHP Dimensional US High Profi Et | 0.00% | 344 | $12K | No change |
| DFUV Dimensional US Marketwide Va | 0.00% | 256 | $11K | No change |
| GEV GE Vernova Inc. | 0.00% | 39 | $10K | No change |
| STPZ PIMCO 1-5 Year US Tips Index | 0.00% | 174 | $9K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.00% | 189 | $8K | New |
| BA The Boeing Co. | 0.00% | 50 | $8K | New |
| HD Home Depot Inc. | 0.00% | 16 | $6K | Add +45.5% |
| DXC DXC Technology Co. | 0.00% | 294 | $6K | No change |
| GEHC GE Healthcare Technology | 0.00% | 59 | $6K | No change |
| NVS Novartis AG-Sponsored ADR | 0.00% | 40 | $5K | No change |
| ETN Eaton Corp. PLC | 0.00% | 12 | $4K | New |
| PLTR Palantir Technologies Inc. Class A | 0.00% | 100 | $4K | Reduce -80.0% |
| KR Kroger Co. | 0.00% | 61 | $3K | No change |
| PTLO Portillo's Inc. Class A | 0.00% | 250 | $3K | No change |
| WMT Walmart Inc. | 0.00% | 33 | $3K | New |
| MPC Marathon Petroleum Corp. | 0.00% | 16 | $3K | New |
| BIRK Birkenstock Holding PLC | 0.00% | 36 | $2K | No change |
| CB Chubb Ltd. | 0.00% | 6 | $2K | New |
| ADI Analog Devices Inc. | 0.00% | 7 | $2K | New |
| CME Cme Group Inc. | 0.00% | 7 | $2K | New |
| DVN Devon Energy Corp. | 0.00% | 37 | $1K | New |
| FIS Fidelity National Info Serv | 0.00% | 17 | $1K | New |
| VZ Verizon Communications Inc. | 0.00% | 31 | $1K | Reduce -91.6% |
| DRI Darden Restaurants Inc. | 0.00% | 8 | $1K | New |
| BBY Best Buy Co. Inc. | 0.00% | 10 | $1K | New |
| PENN Penn Entertainment Inc. | 0.00% | 50 | $943 | No change |
| PEG Public Service Enterprise GP | 0.00% | 10 | $892 | New |
| MCO Moody's Corp. | 0.00% | 1 | $475 | No change |
| TELL Tellurian Inc. | 0.00% | 236 | $228 | No change |
| CRBP Corbus Pharmaceuticals Holdi | 0.00% | 9 | $186 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 4 | $180 | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.00% | 1 | $77 | No change |
| BLGVF Belgravia Hartford Capital I | 0.00% | 200 | $3 | No change |
| BGGSQ Briggs & Stratton | 0.00% | 631 | $0 | No change |
| HMNY Helios and Matheson Analytic | 0.00% | 10,000 | $0 | No change |
| ONPH Oncology Pharma Inc. | 0.00% | 20 | $0 | New |
| UFFCQ Ufood Restaurant Group Inc. | 0.00% | 10,000 | $0 | No change |