Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VXUS	VANGUARD STAR FDS	2,102,710	$159M	8.4%	$58.57	—	VG TL INTL STK F	921909768
SPYM	SPDR SERIES TRUST	1,705,726	$137M	7.3%	$67.69	—	STATE STREET SPD	78464A854
AAPL	APPLE INC	372,716	$101M	5.4%	$199.23	+34.7%	COM	037833100
GOOGL	ALPHABET INC	266,266	$83.34M	4.4%	$155.16	+84.1%	CAP STK CL A	02079K305
SPAB	SPDR SERIES TRUST	3,074,608	$79.17M	4.2%	$25.89	—	STATE STREET SPD	78464A649
MSFT	MICROSOFT CORP	155,389	$75.15M	4.0%	$374.98	+33.5%	COM	594918104
AMZN	AMAZON COM INC	241,584	$55.76M	3.0%	$171.89	+33.1%	COM	023135106
NVDA	NVIDIA CORPORATION	291,726	$54.41M	2.9%	$130.48	+42.7%	COM	67066G104
IUSB	ISHARES TR	996,771	$46.39M	2.5%	$46.54	—	CORE UNIVRSL USD	46434V613
AVGO	BROADCOM INC	133,283	$46.13M	2.4%	$160.22	+122.8%	COM	11135F101
META	META PLATFORMS INC	62,118	$41M	2.2%	$433.43	+54.0%	CL A	30303M102
LLY	ELI LILLY & CO	33,395	$35.89M	1.9%	$758.31	+26.0%	COM	532457108
MDYG	SPDR SERIES TRUST	320,940	$29.66M	1.6%	$92.10	—	STATE STREET SPD	78464A821
NEE	NEXTERA ENERGY INC	355,896	$28.57M	1.5%	$69.78	+18.2%	COM	65339F101
XLE	SELECT SECTOR SPDR TR	591,160	$26.43M	1.4%	$60.33	—	STATE STREET ENE	81369Y506
MU	MICRON TECHNOLOGY INC	89,618	$25.58M	1.4%	$96.65	+137.3%	COM	595112103
VOO	VANGUARD INDEX FDS	39,592	$24.83M	1.3%	$242.59	—	S&P 500 ETF SHS	922908363
V	VISA INC	65,625	$23.02M	1.2%	$227.70	+49.5%	COM CL A	92826C839
UVSP	UNIVEST FINANCIAL CORPORATIO	617,526	$20.22M	1.1%	$23.62	+32.6%	COM	915271100
TMO	THERMO FISHER SCIENTIFIC INC	34,403	$19.94M	1.1%	$523.84	+7.9%	COM	883556102
SPGI	S&P GLOBAL INC	35,602	$18.61M	1.0%	$446.26	+10.7%	COM	78409V104
BLK	BLACKROCK INC	17,296	$18.51M	1.0%	$991.05	+9.9%	COM	09290D101
COST	COSTCO WHSL CORP NEW	18,508	$15.96M	0.8%	$707.59	+28.0%	COM	22160K105
XLK	SELECT SECTOR SPDR TR	109,493	$15.76M	0.8%	$149.28	—	STATE STREET TEC	81369Y803
AXP	AMERICAN EXPRESS CO	41,280	$15.27M	0.8%	$187.89	+90.0%	COM	025816109
TEL	TE CONNECTIVITY PLC	66,025	$15.02M	0.8%	$146.86	+57.5%	ORD SHS	G87052109
REGN	REGENERON PHARMACEUTICALS	19,400	$14.97M	0.8%	$853.71	-20.5%	COM	75886F107
MUB	ISHARES TR	137,139	$14.69M	0.8%	$107.74	—	NATIONAL MUN ETF	464288414
LHX	L3HARRIS TECHNOLOGIES INC	49,267	$14.46M	0.8%	$222.61	+29.6%	COM	502431109
TJX	TJX COS INC NEW	93,297	$14.33M	0.8%	$106.16	+39.1%	COM	872540109
JNJ	JOHNSON & JOHNSON	68,962	$14.27M	0.8%	$96.07	+105.1%	COM	478160104
AMAT	APPLIED MATLS INC	55,185	$14.18M	0.8%	$175.01	+36.8%	COM	038222105
PM	PHILIP MORRIS INTL INC	82,126	$13.17M	0.7%	$138.57	+10.8%	COM	718172109
SPSM	SPDR SERIES TRUST	269,306	$12.62M	0.7%	$44.68	—	STATE STREET SPD	78468R853
SSNC	SS&C TECHNOLOGIES HLDGS INC	139,915	$12.23M	0.6%	$68.99	+23.6%	COM	78467J100
SPYG	SPDR SERIES TRUST	113,386	$12.1M	0.6%	$90.93	—	STATE STREET SPD	78464A409
CRM	SALESFORCE INC	45,476	$12.05M	0.6%	$245.10	+1.3%	COM	79466L302
JPM	JPMORGAN CHASE & CO.	36,774	$11.85M	0.6%	$177.77	+74.1%	COM	46625H100
URI	UNITED RENTALS INC	14,581	$11.8M	0.6%	$679.17	+27.7%	COM	911363109
SCHW	SCHWAB CHARLES CORP	116,750	$11.66M	0.6%	$64.44	+47.0%	COM	808513105
SHW	SHERWIN WILLIAMS CO	35,686	$11.56M	0.6%	$310.59	+7.6%	COM	824348106
UNH	UNITEDHEALTH GROUP INC	33,834	$11.17M	0.6%	$451.05	-25.2%	COM	91324P102
FDX	FEDEX CORP	36,859	$10.65M	0.6%	$239.76	+9.1%	COM	31428X106
ULTA	ULTA BEAUTY INC	17,156	$10.38M	0.6%	$381.97	+43.9%	COM	90384S303
VTV	VANGUARD INDEX FDS	53,999	$10.31M	0.5%	$176.98	—	VALUE ETF	922908744
BIL	SPDR SERIES TRUST	111,159	$10.16M	0.5%	$91.73	—	STATE STREET SPD	78468R663
VTI	VANGUARD INDEX FDS	28,845	$9.671M	0.5%	$279.78	—	TOTAL STK MKT	922908769
XLV	SELECT SECTOR SPDR TR	58,063	$8.988M	0.5%	$152.31	—	STATE STREET HEA	81369Y209
GOOG	ALPHABET INC	26,601	$8.348M	0.4%	$169.42	+69.0%	CAP STK CL C	02079K107
BAC	BANK AMERICA CORP	149,265	$8.21M	0.4%	$43.28	+21.7%	COM	060505104
FICO	FAIR ISAAC CORP	4,657	$7.873M	0.4%	$1622.40	+6.1%	COM	303250104
AMT	AMERICAN TOWER CORP NEW	44,558	$7.823M	0.4%	$203.71	-11.5%	COM	03027X100
ANET	ARISTA NETWORKS INC	58,459	$7.66M	0.4%	$102.44	+34.4%	COM SHS	040413205
SNPS	SYNOPSYS INC	14,725	$6.917M	0.4%	$540.23	-17.8%	COM	871607107
MDLZ	MONDELEZ INTL INC	126,271	$6.797M	0.4%	$63.18	-9.7%	CL A	609207105
MA	MASTERCARD INCORPORATED	11,297	$6.449M	0.3%	$520.41	+7.4%	CL A	57636Q104
HD	HOME DEPOT INC	18,202	$6.263M	0.3%	$330.19	+10.4%	COM	437076102
XLP	SELECT SECTOR SPDR TR	76,864	$5.971M	0.3%	$77.95	—	STATE STREET CON	81369Y308
EME	EMCOR GROUP INC	9,613	$5.881M	0.3%	$436.29	+48.4%	COM	29084Q100
TD	TORONTO DOMINION BK ONT	60,782	$5.726M	0.3%	$58.94	+43.3%	COM NEW	891160509
ECL	ECOLAB INC	21,200	$5.565M	0.3%	$236.77	+12.2%	COM	278865100
ICE	INTERCONTINENTAL EXCHANGE IN	34,080	$5.52M	0.3%	$147.86	+5.6%	COM	45866F104
ROP	ROPER TECHNOLOGIES INC	12,148	$5.407M	0.3%	$501.48	-7.8%	COM	776696106
MNST	MONSTER BEVERAGE CORP NEW	68,967	$5.288M	0.3%	$50.60	+41.6%	COM	61174X109
UBER	UBER TECHNOLOGIES INC	63,960	$5.226M	0.3%	$76.11	+18.3%	COM	90353T100
XLY	SELECT SECTOR SPDR TR	43,193	$5.158M	0.3%	$122.88	—	STATE STREET CON	81369Y407
CASY	CASEYS GEN STORES INC	9,256	$5.116M	0.3%	$446.69	+23.0%	COM	147528103
PH	PARKER-HANNIFIN CORP	5,813	$5.109M	0.3%	$589.97	+38.6%	COM	701094104
WMT	WALMART INC	45,233	$5.039M	0.3%	$71.25	+50.5%	COM	931142103
ACN	ACCENTURE PLC IRELAND	18,749	$5.03M	0.3%	$299.25	-15.1%	SHS CLASS A	G1151C101
ISRG	INTUITIVE SURGICAL INC	8,542	$4.838M	0.3%	$462.31	+15.2%	COM NEW	46120E602
LMT	LOCKHEED MARTIN CORP	9,989	$4.832M	0.3%	$492.70	-3.4%	COM	539830109
POOL	POOL CORP	20,623	$4.718M	0.3%	$332.61	-22.0%	COM	73278L105
TDG	TRANSDIGM GROUP INC	3,384	$4.5M	0.2%	$1150.57	+13.9%	COM	893641100
IDXX	IDEXX LABS INC	6,464	$4.373M	0.2%	$456.13	+49.3%	COM	45168D104
XOM	EXXON MOBIL CORP	35,943	$4.325M	0.2%	$95.70	+20.7%	COM	30231G102
AMGN	AMGEN INC	13,182	$4.315M	0.2%	$300.99	+5.0%	COM	031162100
FTNT	FORTINET INC	54,163	$4.301M	0.2%	$70.50	+17.6%	COM	34959E109
VTEB	VANGUARD MUN BD FDS	85,077	$4.279M	0.2%	$50.35	—	TAX EXEMPT BD	922907746
PEP	PEPSICO INC	29,746	$4.269M	0.2%	$154.72	-5.7%	COM	713448108
EXLS	EXLSERVICE HOLDINGS INC	99,001	$4.202M	0.2%	$37.05	+10.4%	COM	302081104
ADBE	ADOBE INC	12,002	$4.201M	0.2%	$439.43	-22.6%	COM	00724F101
SPY	SPDR S&P 500 ETF TR	6,035	$4.116M	0.2%	$482.76	—	TR UNIT	78462F103
VNQ	VANGUARD INDEX FDS	45,922	$4.064M	0.2%	$88.49	—	REAL ESTATE ETF	922908553
MCD	MCDONALDS CORP	13,236	$4.045M	0.2%	$259.89	+17.4%	COM	580135101
EQIX	EQUINIX INC	5,079	$3.891M	0.2%	$803.87	-2.8%	COM	29444U700
ZTS	ZOETIS INC	30,384	$3.823M	0.2%	$173.63	-25.0%	CL A	98978V103
BX	BLACKSTONE INC	23,885	$3.682M	0.2%	$132.82	+14.0%	COM	09260D107
JNK	SPDR SERIES TRUST	37,762	$3.671M	0.2%	$97.51	—	STATE STREET SPD	78468R622
MGK	VANGUARD WORLD FD	8,850	$3.653M	0.2%	$409.98	—	MEGA GRWTH IND	921910816
MBB	ISHARES TR	37,788	$3.598M	0.2%	$95.10	—	MBS ETF	464288588
CSCO	CISCO SYS INC	46,396	$3.574M	0.2%	$47.99	+53.8%	COM	17275R102
SPDW	SPDR INDEX SHS FDS	79,792	$3.544M	0.2%	$37.12	—	PORTFOLIO DEVLPD	78463X889
PG	PROCTER AND GAMBLE CO	23,661	$3.391M	0.2%	$159.44	-7.7%	COM	742718109
VUG	VANGUARD INDEX FDS	6,721	$3.279M	0.2%	$386.10	—	GROWTH ETF	922908736
UNP	UNION PAC CORP	13,883	$3.211M	0.2%	$212.28	+7.1%	COM	907818108
NOW	SERVICENOW INC	19,953	$3.057M	0.2%	$169.68	+1.1%	COM	81762P102
WM	WASTE MGMT INC DEL	13,669	$3.003M	0.2%	$193.70	+9.7%	COM	94106L109
IVV	ISHARES TR	4,335	$2.969M	0.2%	$577.25	—	CORE S&P500 ETF	464287200
ABT	ABBOTT LABS	23,534	$2.949M	0.2%	$109.25	+16.5%	COM	002824100
TSLA	TESLA INC	6,517	$2.931M	0.2%	$228.05	+94.4%	COM	88160R101
CRH	CRH PLC	23,244	$2.901M	0.2%	$88.74	+34.2%	ORD	G25508105
DAR	DARLING INGREDIENTS INC	78,951	$2.842M	0.2%	$35.64	-5.0%	COM	237266101
BNDX	VANGUARD CHARLOTTE FDS	58,677	$2.835M	0.2%	$49.83	—	TOTAL INT BD ETF	92203J407
MRK	MERCK & CO INC	26,425	$2.781M	0.1%	$101.33	-8.0%	COM	58933Y105
VRTX	VERTEX PHARMACEUTICALS INC	6,097	$2.764M	0.1%	$455.47	-5.4%	COM	92532F100
ABNB	AIRBNB INC	20,217	$2.744M	0.1%	$131.40	-5.2%	COM CL A	009066101
MRSH	MARSH & MCLENNAN COS INC	14,668	$2.721M	0.1%	$209.74	-11.1%	COM	571748102
IJH	ISHARES TR	41,120	$2.714M	0.1%	$76.66	—	CORE S&P MCP ETF	464287507
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,390	$2.709M	0.1%	$444.67	+11.9%	CL B NEW	084670702
XLF	SELECT SECTOR SPDR TR	48,090	$2.634M	0.1%	$51.13	—	STATE STREET FIN	81369Y605
IJR	ISHARES TR	21,598	$2.596M	0.1%	$80.40	—	CORE S&P SCP ETF	464287804
SLYV	SPDR SERIES TRUST	28,478	$2.591M	0.1%	$87.77	—	STATE STREET SPD	78464A300
NFLX	NETFLIX INC	27,187	$2.549M	0.1%	$106.32	+1.4%	COM	64110L106
GLW	CORNING INC	28,454	$2.491M	0.1%	$43.84	+96.1%	COM	219350105
VOE	VANGUARD INDEX FDS	13,953	$2.475M	0.1%	$168.46	—	MCAP VL IDXVIP	922908512
XLC	SELECT SECTOR SPDR TR	20,963	$2.468M	0.1%	$105.35	—	STATE STREET COM	81369Y852
MET	METLIFE INC	30,040	$2.371M	0.1%	$67.99	+16.1%	COM	59156R108
CAT	CATERPILLAR INC	4,137	$2.37M	0.1%	$310.30	+79.0%	COM	149123101
CME	CME GROUP INC	8,651	$2.363M	0.1%	$203.30	+33.2%	COM	12572Q105
QQQ	INVESCO QQQ TR	3,820	$2.346M	0.1%	$536.81	—	UNIT SER 1	46090E103
ADI	ANALOG DEVICES INC	8,405	$2.28M	0.1%	$221.85	+13.0%	COM	032654105
VEEV	VEEVA SYS INC	10,188	$2.274M	0.1%	$201.67	+31.6%	CL A COM	922475108
RMD	RESMED INC	9,118	$2.196M	0.1%	$219.99	+16.1%	COM	761152107
INTU	INTUIT	3,268	$2.165M	0.1%	$629.77	+4.9%	COM	461202103
PLD	PROLOGIS INC.	16,567	$2.115M	0.1%	$115.48	+7.3%	COM	74340W103
SLYG	SPDR SERIES TRUST	22,250	$2.096M	0.1%	$92.95	—	STATE STREET SPD	78464A201
SPMD	SPDR SERIES TRUST	34,266	$1.984M	0.1%	$54.96	—	STATE STREET SPD	78464A847
EFV	ISHARES TR	26,002	$1.857M	0.1%	$57.53	—	EAFE VALUE ETF	464288877
BMY	BRISTOL-MYERS SQUIBB CO	34,153	$1.842M	0.1%	$43.65	+8.9%	COM	110122108
XLI	SELECT SECTOR SPDR TR	10,559	$1.638M	0.1%	$151.22	—	STATE STREET IND	81369Y704
ABBV	ABBVIE INC	7,160	$1.636M	0.1%	$178.79	+27.3%	COM	00287Y109
IEFA	ISHARES TR	17,776	$1.59M	0.1%	$71.09	—	CORE MSCI EAFE	46432F842
CINF	CINCINNATI FINL CORP	9,420	$1.538M	0.1%	$125.08	+28.9%	COM	172062101
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$1.51M	0.1%	$663906.25	+12.4%	CL A	084670108
WSO	WATSCO INC	4,361	$1.469M	0.1%	$465.07	-23.2%	COM	942622200
DFAC	DIMENSIONAL ETF TRUST	36,795	$1.457M	0.1%	$34.29	—	US CORE EQUITY 2	25434V708
ETR	ENTERGY CORP NEW	14,817	$1.37M	0.1%	$63.10	+49.8%	COM	29364G103
ORCL	ORACLE CORP	6,702	$1.306M	0.1%	$151.59	+57.0%	COM	68389X105
NSC	NORFOLK SOUTHN CORP	4,494	$1.298M	0.1%	$148.16	+94.8%	COM	655844108
A	AGILENT TECHNOLOGIES INC	9,223	$1.255M	0.1%	$119.49	+20.3%	COM	00846U101
CVX	CHEVRON CORP NEW	8,191	$1.248M	0.1%	$131.34	+15.3%	COM	166764100
SNA	SNAP ON INC	3,556	$1.225M	0.1%	$272.84	+24.8%	COM	833034101
DT	DYNATRACE INC	27,966	$1.212M	0.1%	$46.61	0.0%	COM NEW	268150109
WEC	WEC ENERGY GROUP INC	11,451	$1.208M	0.1%	$85.10	+29.6%	COM	92939U106
COP	CONOCOPHILLIPS	12,396	$1.16M	0.1%	$93.18	-3.4%	COM	20825C104
INGR	INGREDION INC	10,340	$1.14M	0.1%	$128.41	-12.2%	COM	457187102
EFX	EQUIFAX INC	5,250	$1.139M	0.1%	$101.89	+114.6%	COM	294429105
KO	COCA COLA CO	15,707	$1.098M	0.1%	$60.48	+14.7%	COM	191216100
FAST	FASTENAL CO	27,051	$1.086M	0.1%	$36.41	+15.4%	COM	311900104
CEG	CONSTELLATION ENERGY CORP	3,046	$1.076M	0.1%	$223.02	+62.9%	COM	21037T109
ETN	EATON CORP PLC	3,259	$1.038M	0.1%	$347.11	+2.1%	SHS	G29183103
IYW	ISHARES TR	5,191	$1.037M	0.1%	$151.62	—	U.S. TECH ETF	464287721
LOW	LOWES COS INC	4,277	$1.031M	0.1%	$236.44	+1.4%	COM	548661107
IWR	ISHARES TR	10,213	$983K	0.1%	$88.79	—	RUS MID CAP ETF	464287499
VEA	VANGUARD TAX-MANAGED FDS	15,566	$972K	0.1%	$48.92	—	VAN FTSE DEV MKT	921943858
KMI	KINDER MORGAN INC DEL	35,168	$967K	0.1%	$19.48	+38.1%	COM	49456B101
VZ	VERIZON COMMUNICATIONS INC	23,266	$948K	0.1%	$37.54	+7.8%	COM	92343V104
ROST	ROSS STORES INC	5,229	$942K	0.0%	$144.54	+15.3%	COM	778296103
RTX	RTX CORPORATION	4,857	$891K	0.0%	$112.27	+54.4%	COM	75513E101
HYG	ISHARES TR	10,971	$885K	0.0%	$80.63	—	IBOXX HI YD ETF	464288513
SPEM	SPDR INDEX SHS FDS	18,897	$885K	0.0%	$42.62	—	PORTFOLIO EMG MK	78463X509
PWR	QUANTA SVCS INC	2,090	$882K	0.0%	$180.28	+143.7%	COM	74762E102
GE	GE AEROSPACE	2,744	$845K	0.0%	$195.65	+53.7%	COM NEW	369604301
CMCSA	COMCAST CORP NEW	26,636	$796K	0.0%	$36.85	-22.6%	CL A	20030N101
VEU	VANGUARD INTL EQUITY INDEX F	10,523	$774K	0.0%	$47.15	—	ALLWRLD EX US	922042775
IBM	INTERNATIONAL BUSINESS MACHS	2,608	$773K	0.0%	$202.56	+47.5%	COM	459200101
DGRO	ISHARES TR	10,967	$761K	0.0%	$62.74	—	CORE DIV GRWTH	46434V621
VGT	VANGUARD WORLD FD	991	$747K	0.0%	$672.43	—	INF TECH ETF	92204A702
DIS	DISNEY WALT CO	6,555	$746K	0.0%	$92.55	+18.4%	COM	254687106
DHI	D R HORTON INC	5,148	$742K	0.0%	$163.91	-7.3%	COM	23331A109
IWF	ISHARES TR	1,549	$733K	0.0%	$408.31	—	RUS 1000 GRW ETF	464287614
BND	VANGUARD BD INDEX FDS	9,804	$726K	0.0%	$72.78	—	TOTAL BND MRKT	921937835
GLD	SPDR GOLD TR	1,832	$726K	0.0%	$332.97	—	GOLD SHS	78463V107
PNC	PNC FINL SVCS GROUP INC	3,433	$717K	0.0%	$102.15	+88.7%	COM	693475105
CTAS	CINTAS CORP	3,774	$710K	0.0%	$190.13	-1.1%	COM	172908105
HON	HONEYWELL INTL INC	3,634	$709K	0.0%	$159.45	+22.3%	COM	438516106
IWP	ISHARES TR	5,070	$694K	0.0%	$119.54	—	RUS MD CP GR ETF	464287481
EFG	ISHARES TR	6,091	$694K	0.0%	$107.66	—	EAFE GRWTH ETF	464288885
PPL	PPL CORP	19,709	$690K	0.0%	$25.58	+40.1%	COM	69351T106
SYK	STRYKER CORPORATION	1,857	$653K	0.0%	$340.46	+6.8%	COM	863667101
ITOT	ISHARES TR	4,386	$652K	0.0%	$120.82	—	CORE S&P TTL STK	464287150
VDE	VANGUARD WORLD FD	5,158	$649K	0.0%	$123.20	—	ENERGY ETF	92204A306
WSFS	WSFS FINL CORP	11,616	$642K	0.0%	$51.82	+5.6%	COM	929328102
VGSH	VANGUARD SCOTTSDALE FDS	10,880	$639K	0.0%	$58.97	—	SHORT TERM TREAS	92206C102
LIN	LINDE PLC	1,471	$627K	0.0%	$448.06	-4.6%	SHS	G54950103
MO	ALTRIA GROUP INC	10,351	$597K	0.0%	$40.77	+45.6%	COM	02209S103
ORLY	OREILLY AUTOMOTIVE INC	6,294	$574K	0.0%	$89.90	+8.7%	COM	67103H107
COF	CAPITAL ONE FINL CORP	2,363	$573K	0.0%	$160.02	+38.9%	COM	14040H105
VBR	VANGUARD INDEX FDS	2,641	$559K	0.0%	$200.80	—	SM CP VAL ETF	922908611
SBUX	STARBUCKS CORP	6,635	$559K	0.0%	$84.37	-0.4%	COM	855244109
CAH	CARDINAL HEALTH INC	2,706	$556K	0.0%	$102.34	+83.4%	COM	14149Y108
WFC	WELLS FARGO CO NEW	5,703	$532K	0.0%	$54.85	+57.9%	COM	949746101
VB	VANGUARD INDEX FDS	2,047	$528K	0.0%	$244.79	—	SMALL CP ETF	922908751
IWO	ISHARES TR	1,614	$521K	0.0%	$286.82	—	RUS 2000 GRW ETF	464287648
MCK	MCKESSON CORP	610	$500K	0.0%	$703.47	+15.9%	COM	58155Q103
IXUS	ISHARES TR	5,867	$497K	0.0%	$68.51	—	CORE MSCI TOTAL	46432F834
HSY	HERSHEY CO	2,722	$495K	0.0%	$140.87	+29.3%	COM	427866108
BA	BOEING CO	2,238	$486K	0.0%	$171.52	+19.9%	COM	097023105
VOT	VANGUARD INDEX FDS	1,662	$464K	0.0%	$243.57	—	MCAP GR IDXVIP	922908538
SCHZ	SCHWAB STRATEGIC TR	19,621	$459K	0.0%	$23.37	—	US AGGREGATE B	808524839
TRV	TRAVELERS COMPANIES INC	1,570	$455K	0.0%	$215.32	+30.3%	COM	89417E109
CB	CHUBB LIMITED	1,452	$453K	0.0%	$270.95	+7.9%	COM	H1467J104
MS	MORGAN STANLEY	2,487	$441K	0.0%	$96.90	+71.8%	COM NEW	617446448
IVW	ISHARES TR	3,534	$436K	0.0%	$96.92	—	S&P 500 GRWT ETF	464287309
GD	GENERAL DYNAMICS CORP	1,275	$429K	0.0%	$286.51	+19.0%	COM	369550108
VCIT	VANGUARD SCOTTSDALE FDS	5,123	$429K	0.0%	$83.76	—	INT-TERM CORP	92206C870
DFAI	DIMENSIONAL ETF TRUST	11,222	$428K	0.0%	$31.78	—	INTL CORE EQT MK	25434V203
MAR	MARRIOTT INTL INC NEW	1,330	$413K	0.0%	$230.53	+23.8%	CL A	571903202
T	AT&T INC	16,509	$410K	0.0%	$20.22	+25.1%	COM	00206R102
VIG	VANGUARD SPECIALIZED FUNDS	1,863	$409K	0.0%	$202.58	—	DIV APP ETF	921908844
GEV	GE VERNOVA INC	625	$408K	0.0%	$387.01	+57.4%	COM	36828A101
IAGG	ISHARES TR	8,093	$405K	0.0%	$50.01	—	CORE INTL AGGR	46435G672
PSX	PHILLIPS 66	3,077	$397K	0.0%	$128.40	+4.4%	COM	718546104
IEMG	ISHARES INC	5,786	$389K	0.0%	$67.22	—	CORE MSCI EMKT	46434G103
ITW	ILLINOIS TOOL WKS INC	1,563	$385K	0.0%	$237.28	+4.3%	COM	452308109
VV	VANGUARD INDEX FDS	1,203	$379K	0.0%	$307.86	—	LARGE CAP ETF	922908637
SPHD	INVESCO EXCH TRADED FD TR II	7,859	$377K	0.0%	$48.31	—	S&P500 HDL VOL	46138E362
SO	SOUTHERN CO	4,162	$363K	0.0%	$71.20	+27.7%	COM	842587107
PPG	PPG INDS INC	3,486	$357K	0.0%	$82.54	+21.3%	COM	693506107
SHOP	SHOPIFY INC	2,150	$346K	0.0%	$110.17	+45.7%	CL A SUB VTG SHS	82509L107
VO	VANGUARD INDEX FDS	1,173	$340K	0.0%	$272.24	—	MID CAP ETF	922908629
QCOM	QUALCOMM INC	1,965	$336K	0.0%	$166.42	+2.6%	COM	747525103
XLU	SELECT SECTOR SPDR TR	7,830	$334K	0.0%	$63.50	—	STATE STREET UTI	81369Y886
IAU	ISHARES GOLD TR	4,099	$333K	0.0%	$65.04	—	ISHARES NEW	464285204
NUE	NUCOR CORP	2,036	$332K	0.0%	$146.46	+2.3%	COM	670346105
INTC	INTEL CORP	8,869	$327K	0.0%	$21.88	+72.6%	COM	458140100
EMR	EMERSON ELEC CO	2,397	$318K	0.0%	$105.08	+26.0%	COM	291011104
ALL	ALLSTATE CORP	1,509	$314K	0.0%	$172.85	+18.1%	COM	020002101
DUK	DUKE ENERGY CORP NEW	2,602	$305K	0.0%	$105.91	+14.8%	COM NEW	26441C204
AVUV	AMERICAN CENTY ETF TR	2,951	$301K	0.0%	$95.95	—	US SML CP VALU	025072877
LRCX	LAM RESEARCH CORP	1,747	$299K	0.0%	$105.52	+47.2%	COM NEW	512807306
DE	DEERE & CO	628	$292K	0.0%	$248.15	+88.5%	COM	244199105
SCHD	SCHWAB STRATEGIC TR	10,493	$288K	0.0%	$44.61	—	US DIVIDEND EQ	808524797
BDX	BECTON DICKINSON & CO	1,480	$287K	0.0%	$222.36	-14.8%	COM	075887109
TT	TRANE TECHNOLOGIES PLC	722	$281K	0.0%	$343.07	+20.6%	SHS	G8994E103
AMD	ADVANCED MICRO DEVICES INC	1,291	$276K	0.0%	$162.06	+38.6%	COM	007903107
PLTR	PALANTIR TECHNOLOGIES INC	1,521	$270K	0.0%	$117.28	+54.4%	CL A	69608A108
MMM	3M CO	1,688	$270K	0.0%	$144.45	+13.0%	COM	88579Y101
COR	CENCORA INC	778	$263K	0.0%	$249.56	+36.5%	COM	03073E105
AZO	AUTOZONE INC	75	$254K	0.0%	$3070.23	+23.0%	COM	053332102
PEG	PUBLIC SVC ENTERPRISE GRP IN	3,138	$252K	0.0%	$57.62	+40.7%	COM	744573106
GS	GOLDMAN SACHS GROUP INC	286	$251K	0.0%	$574.27	+41.6%	COM	38141G104
DFAE	DIMENSIONAL ETF TRUST	7,579	$247K	0.0%	$28.95	—	EMGR CRE EQT MNG	25434V302
PAYX	PAYCHEX INC	2,121	$238K	0.0%	$121.91	-4.4%	COM	704326107
CACI	CACI INTL INC	435	$232K	0.0%	$443.01	+27.6%	CL A	127190304
IWB	ISHARES TR	608	$227K	0.0%	$373.44	—	RUS 1000 ETF	464287622
YUM	YUM BRANDS INC	1,414	$214K	0.0%	$141.64	+4.3%	COM	988498101
EXC	EXELON CORP	4,845	$211K	0.0%	$40.50	+12.2%	COM	30161N101
SCHX	SCHWAB STRATEGIC TR	7,683	$207K	0.0%	$23.18	—	US LRG CAP ETF	808524201
DIA	SPDR DOW JONES INDL AVERAGE	424	$204K	0.0%	$480.57	—	UT SER 1	78467X109
DVY	ISHARES TR	1,419	$200K	0.0%	$142.10	—	SELECT DIVID ETF	464287168
MTUS	METALLUS INC	10,000	$172K	0.0%	$17.99	-4.7%	COM	887399103
LNKB	LINKBANCORP INC	18,972	$157K	0.0%	$6.19	+20.7%	COM	53578P105
EU	ENCORE ENERGY CORP	15,204	$37,706	0.0%	$3.71	-22.9%	COM NEW	29259W700
HYPR	HYPERFINE INC	10,752	$10,529	0.0%	$1.03	+17.3%	COM CL A	44916K106