Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	263,669	$79.41M	15.9%	$283.15	+0.7%	COM	79466L302
MSFT	MICROSOFT CORP	70,837	$29.8M	6.0%	$386.71	+3.2%	COM	594918104
AAPL	APPLE INC	103,925	$17.82M	3.6%	$182.04	-1.0%	COM	037833100
GOOG	ALPHABET INC	112,427	$17.12M	3.4%	$142.34	+0.7%	CAP STK CL C	02079K107
SPY	SPDR S&P 500 ETF TR	28,242	$14.77M	3.0%	$495.23	—	TR UNIT	78462F103
VIG	VANGUARD SPECIALIZED FUNDS	50,477	$9.218M	1.8%	$174.53	—	DIV APP ETF	921908844
AMZN	AMAZON COM INC	45,223	$8.157M	1.6%	$157.02	+6.3%	COM	023135106
VTI	VANGUARD INDEX FDS	30,114	$7.827M	1.6%	$259.05	—	TOTAL STK MKT	922908769
IJH	ISHARES TR	127,045	$7.717M	1.5%	$62.90	—	CORE S&P MCP ETF	464287507
GOOGL	ALPHABET INC	50,299	$7.592M	1.5%	$135.86	+4.5%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	7,985	$7.215M	1.4%	$48.29	+50.0%	COM	67066G104
RSP	INVESCO EXCHANGE TRADED FD T	42,292	$7.163M	1.4%	$158.12	—	S&P500 EQL WGT	46137V357
IVW	ISHARES TR	79,770	$6.736M	1.3%	$83.11	—	S&P 500 GRWT ETF	464287309
PSA	PUBLIC STORAGE	22,456	$6.514M	1.3%	$265.09	0.0%	COM	74460D109
VOO	VANGUARD INDEX FDS	13,383	$6.433M	1.3%	$460.33	—	S&P 500 ETF SHS	922908363
VYM	VANGUARD WHITEHALL FDS	51,493	$6.23M	1.2%	$112.79	—	HIGH DIV YLD	921946406
VUG	VANGUARD INDEX FDS	17,106	$5.888M	1.2%	$344.20	—	GROWTH ETF	922908736
IJR	ISHARES TR	51,677	$5.711M	1.1%	$110.28	—	CORE S&P SCP ETF	464287804
VT	VANGUARD INTL EQUITY INDEX F	48,686	$5.38M	1.1%	$102.88	—	TT WRLD ST ETF	922042742
SHYG	ISHARES TR	124,729	$5.307M	1.1%	$42.37	—	0-5YR HI YL CP	46434V407
SPGP	INVESCO EXCHANGE TRADED FD T	45,681	$4.865M	1.0%	$98.76	—	S&P 500 GARP ETF	46137V431
NOBL	PROSHARES TR	43,428	$4.404M	0.9%	$95.20	—	S&P 500 DV ARIST	74348A467
VOE	VANGUARD INDEX FDS	28,044	$4.372M	0.9%	$145.01	—	MCAP VL IDXVIP	922908512
V	VISA INC	15,209	$4.245M	0.8%	$250.06	+8.9%	COM CL A	92826C839
UNH	UNITEDHEALTH GROUP INC	8,542	$4.226M	0.8%	$504.71	-3.1%	COM	91324P102
QQQ	INVESCO QQQ TR	9,443	$4.193M	0.8%	$434.33	—	UNIT SER 1	46090E103
JPM	JPMORGAN CHASE & CO	20,274	$4.061M	0.8%	$149.21	+16.4%	COM	46625H100
SPHQ	INVESCO EXCHANGE TRADED FD T	60,566	$3.659M	0.7%	$54.34	—	S&P500 QUALITY	46137V241
META	META PLATFORMS INC	7,131	$3.463M	0.7%	$346.85	+27.8%	CL A	30303M102
VO	VANGUARD INDEX FDS	13,193	$3.296M	0.7%	$247.92	—	MID CAP ETF	922908629
AMH	AMERICAN HOMES 4 RENT	78,937	$2.903M	0.6%	$36.78	—	CL A	02665T306
ESGD	ISHARES TR	34,104	$2.725M	0.5%	$79.91	—	ESG AW MSCI EAFE	46435G516
CVX	CHEVRON CORP NEW	17,126	$2.701M	0.5%	$137.90	+0.8%	COM	166764100
IJK	ISHARES TR	29,244	$2.669M	0.5%	$91.25	—	S&P MC 400GR ETF	464287606
MA	MASTERCARD INCORPORATED	5,520	$2.658M	0.5%	$407.59	+11.0%	CL A	57636Q104
IWM	ISHARES TR	12,375	$2.602M	0.5%	$210.30	—	RUSSELL 2000 ETF	464287655
LLY	ELI LILLY & CO	3,324	$2.586M	0.5%	$609.40	+15.3%	COM	532457108
JNJ	JOHNSON & JOHNSON	15,772	$2.495M	0.5%	$144.94	+3.7%	COM	478160104
—	ASPEN TECHNOLOGY INC	11,197	$2.388M	0.5%	$213.28	—	COM	29109X106
NEAR	ISHARES U S ETF TR	47,175	$2.38M	0.5%	$50.50	—	BLACKROCK SH DUR	46431W507
MRK	MERCK & CO INC	17,060	$2.251M	0.5%	$104.06	+11.3%	COM	58933Y105
NKE	NIKE INC	23,287	$2.189M	0.4%	$102.53	-4.6%	CL B	654106103
IVV	ISHARES TR	4,150	$2.182M	0.4%	$490.37	—	CORE S&P500 ETF	464287200
WMT	WALMART INC	35,824	$2.156M	0.4%	$54.95	+2.0%	COM	931142103
TMO	THERMO FISHER SCIENTIFIC INC	3,703	$2.152M	0.4%	$517.10	+7.9%	COM	883556102
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,053	$2.125M	0.4%	$356.32	+10.4%	CL B NEW	084670702
IWF	ISHARES TR	6,170	$2.08M	0.4%	$332.57	—	RUS 1000 GRW ETF	464287614
IJS	ISHARES TR	19,878	$2.043M	0.4%	$102.76	—	SP SMCP600VL ETF	464287879
—	WESTROCK CO	41,260	$2.04M	0.4%	$41.52	—	COM	96145D105
TT	TRANE TECHNOLOGIES PLC	6,793	$2.039M	0.4%	$267.07	0.0%	SHS	G8994E103
IJJ	ISHARES TR	16,867	$1.995M	0.4%	$114.40	—	S&P MC 400VL ETF	464287705
BAC	BANK AMERICA CORP	52,308	$1.984M	0.4%	$27.87	+17.7%	COM	060505104
VBK	VANGUARD INDEX FDS	7,396	$1.928M	0.4%	$248.78	—	SML CP GRW ETF	922908595
NVO	NOVO-NORDISK A S	14,894	$1.912M	0.4%	$105.08	—	ADR	670100205
VNQ	VANGUARD INDEX FDS	22,072	$1.909M	0.4%	$86.48	—	REAL ESTATE ETF	922908553
CSCO	CISCO SYS INC	37,934	$1.893M	0.4%	$47.86	-1.3%	COM	17275R102
COST	COSTCO WHSL CORP NEW	2,552	$1.87M	0.4%	$605.45	+16.7%	COM	22160K105
AZN	ASTRAZENECA PLC	27,386	$1.855M	0.4%	$67.37	—	SPONSORED ADR	046353108
VOT	VANGUARD INDEX FDS	7,817	$1.843M	0.4%	$235.79	—	MCAP GR IDXVIP	922908538
TJX	TJX COS INC NEW	17,837	$1.809M	0.4%	$90.93	+4.1%	COM	872540109
FTSM	FIRST TR EXCHANGE-TRADED FD	28,794	$1.717M	0.3%	$59.62	—	FIRST TR ENH NEW	33739Q408
PEP	PEPSICO INC	9,650	$1.689M	0.3%	$154.91	+1.5%	COM	713448108
VEA	VANGUARD TAX-MANAGED FDS	33,491	$1.68M	0.3%	$49.86	—	VAN FTSE DEV MKT	921943858
ABBV	ABBVIE INC	8,670	$1.579M	0.3%	$135.72	+19.4%	COM	00287Y109
UPS	UNITED PARCEL SERVICE INC	10,530	$1.565M	0.3%	$134.48	+1.4%	CL B	911312106
VB	VANGUARD INDEX FDS	6,648	$1.52M	0.3%	$228.57	—	SMALL CP ETF	922908751
HON	HONEYWELL INTL INC	7,317	$1.502M	0.3%	$172.33	+4.9%	COM	438516106
LQD	ISHARES TR	13,555	$1.476M	0.3%	$110.66	—	IBOXX INV CP ETF	464287242
IGSB	ISHARES TR	28,571	$1.465M	0.3%	$51.28	—	ISHS 1-5YR INVS	464288646
IWV	ISHARES TR	4,809	$1.443M	0.3%	$274.76	—	RUSSELL 3000 ETF	464287689
CVS	CVS HEALTH CORP	17,534	$1.399M	0.3%	$66.02	+7.3%	COM	126650100
TMUS	T-MOBILE US INC	8,476	$1.383M	0.3%	$148.31	+6.6%	COM	872590104
RTX	RTX CORPORATION	14,174	$1.382M	0.3%	$76.07	+14.1%	COM	75513E101
NFLX	NETFLIX INC	2,239	$1.36M	0.3%	$51.95	+8.5%	COM	64110L106
PG	PROCTER AND GAMBLE CO	8,275	$1.343M	0.3%	$144.66	+3.6%	COM	742718109
SMMD	ISHARES TR	20,282	$1.331M	0.3%	$61.63	—	RUSEL 2500 ETF	46435G268
LOW	LOWES COS INC	5,042	$1.284M	0.3%	$195.06	+13.8%	COM	548661107
EFA	ISHARES TR	15,886	$1.269M	0.3%	$79.86	—	MSCI EAFE ETF	464287465
MCD	MCDONALDS CORP	4,470	$1.26M	0.3%	$259.40	+7.2%	COM	580135101
CMCSA	COMCAST CORP NEW	29,032	$1.259M	0.3%	$40.17	+1.1%	CL A	20030N101
AMGN	AMGEN INC	4,408	$1.253M	0.3%	$271.58	+1.7%	COM	031162100
SAFT	SAFETY INS GROUP INC	14,906	$1.225M	0.2%	$75.48	+7.4%	COM	78648T100
MDT	MEDTRONIC PLC	13,693	$1.193M	0.2%	$74.81	+7.8%	SHS	G5960L103
VTV	VANGUARD INDEX FDS	7,308	$1.19M	0.2%	$162.86	—	VALUE ETF	922908744
DUK	DUKE ENERGY CORP NEW	12,263	$1.186M	0.2%	$85.75	+3.1%	COM NEW	26441C204
QCOM	QUALCOMM INC	6,980	$1.182M	0.2%	$126.26	+17.6%	COM	747525103
SAP	SAP SE	5,797	$1.131M	0.2%	$155.67	—	SPON ADR	803054204
HD	HOME DEPOT INC	2,925	$1.122M	0.2%	$310.83	+12.1%	COM	437076102
NOW	SERVICENOW INC	1,463	$1.115M	0.2%	$127.92	+18.4%	COM	81762P102
IRM	IRON MTN INC DEL	13,826	$1.109M	0.2%	$68.03	0.0%	COM	46284V101
COP	CONOCOPHILLIPS	8,703	$1.108M	0.2%	$109.58	-1.8%	COM	20825C104
VWO	VANGUARD INTL EQUITY INDEX F	26,333	$1.1M	0.2%	$41.77	—	FTSE EMR MKT ETF	922042858
ACN	ACCENTURE PLC IRELAND	3,141	$1.089M	0.2%	$319.07	+11.2%	SHS CLASS A	G1151C101
KMI	KINDER MORGAN INC DEL	58,503	$1.073M	0.2%	$15.37	+4.0%	COM	49456B101
ASML	ASML HOLDING N V	1,085	$1.053M	0.2%	$756.92	—	N Y REGISTRY SHS	N07059210
TSM	TAIWAN SEMICONDUCTOR MFG LTD	7,716	$1.05M	0.2%	$124.32	—	SPONSORED ADS	874039100
IEFA	ISHARES TR	14,073	$1.044M	0.2%	$71.72	—	CORE MSCI EAFE	46432F842
PFE	PFIZER INC	36,918	$1.024M	0.2%	$26.33	-6.4%	COM	717081103
LIN	LINDE PLC	2,186	$1.015M	0.2%	$389.25	+8.5%	SHS	G54950103
ABT	ABBOTT LABS	8,710	$990K	0.2%	$99.09	+11.8%	COM	002824100
OEF	ISHARES TR	3,898	$964K	0.2%	$223.39	—	S&P 100 ETF	464287101
SUB	ISHARES TR	9,206	$964K	0.2%	$105.35	—	SHRT NAT MUN ETF	464288158
ISRG	INTUITIVE SURGICAL INC	2,388	$953K	0.2%	$319.84	+18.1%	COM NEW	46120E602
ETN	EATON CORP PLC	3,009	$941K	0.2%	$236.02	+13.4%	SHS	G29183103
ORCL	ORACLE CORP	7,469	$938K	0.2%	$107.30	+4.7%	COM	68389X105
AVGO	BROADCOM INC	696	$922K	0.2%	$121.22	0.0%	COM	11135F101
—	NUVEEN QUALITY MUNCP INCOME	78,895	$904K	0.2%	$11.45	—	COM	67066V101
AMD	ADVANCED MICRO DEVICES INC	4,942	$892K	0.2%	$174.81	0.0%	COM	007903107
VGT	VANGUARD WORLD FD	1,690	$886K	0.2%	$511.50	—	INF TECH ETF	92204A702
XLK	SELECT SECTOR SPDR TR	4,027	$839K	0.2%	$208.27	—	TECHNOLOGY	81369Y803
VEU	VANGUARD INTL EQUITY INDEX F	14,285	$838K	0.2%	$58.65	—	ALLWRLD EX US	922042775
T	AT&T INC	47,469	$835K	0.2%	$15.62	0.0%	COM	00206R102
ITOT	ISHARES TR	7,176	$827K	0.2%	$105.45	—	CORE S&P TTL STK	464287150
ADP	AUTOMATIC DATA PROCESSING IN	3,223	$805K	0.2%	$222.04	+5.5%	COM	053015103
MDLZ	MONDELEZ INTL INC	11,431	$800K	0.2%	$65.57	+5.1%	CL A	609207105
CWS	ADVISORSHARES TR	12,243	$780K	0.2%	$63.69	—	ADVISORSHS ETF	00768Y560
CNI	CANADIAN NATL RY CO	5,911	$779K	0.2%	$108.90	+13.0%	COM	136375102
BP	BP PLC	20,206	$761K	0.2%	$35.78	—	SPONSORED ADR	055622104
GS	GOLDMAN SACHS GROUP INC	1,815	$758K	0.2%	$372.27	0.0%	COM	38141G104
MU	MICRON TECHNOLOGY INC	6,300	$743K	0.1%	$80.94	+11.0%	COM	595112103
MELI	MERCADOLIBRE INC	491	$742K	0.1%	$1441.82	+13.5%	COM	58733R102
CB	CHUBB LIMITED	2,854	$740K	0.1%	$213.74	+12.9%	COM	H1467J104
HYG	ISHARES TR	9,484	$737K	0.1%	$77.50	—	IBOXX HI YD ETF	464288513
CP	CANADIAN PACIFIC KANSAS CITY	8,320	$734K	0.1%	$74.55	+11.1%	COM	13646K108
KO	COCA COLA CO	11,984	$733K	0.1%	$56.70	0.0%	COM	191216100
TSLA	TESLA INC	4,163	$732K	0.1%	$195.37	0.0%	COM	88160R101
NUE	NUCOR CORP	3,579	$708K	0.1%	$153.29	+15.6%	COM	670346105
—	NUVEEN AMT FREE QLTY MUN INC	63,749	$706K	0.1%	$11.00	—	COM	670657105
BKNG	BOOKING HOLDINGS INC	193	$700K	0.1%	$3156.90	+11.1%	COM	09857L108
ZTS	ZOETIS INC	4,107	$695K	0.1%	$173.59	+5.6%	CL A	98978V103
PH	PARKER-HANNIFIN CORP	1,249	$694K	0.1%	$407.15	+22.4%	COM	701094104
QUAL	ISHARES TR	4,181	$687K	0.1%	$150.00	—	MSCI USA QLT FCT	46432F339
DHI	D R HORTON INC	4,160	$685K	0.1%	$120.55	+22.1%	COM	23331A109
RELX	RELX PLC	15,566	$674K	0.1%	$40.65	—	SPONSORED ADR	759530108
INTU	INTUIT	1,029	$669K	0.1%	$544.67	+15.9%	COM	461202103
NSC	NORFOLK SOUTHN CORP	2,610	$665K	0.1%	$200.69	+18.5%	COM	655844108
BCS	BARCLAYS PLC	69,732	$659K	0.1%	$8.16	—	ADR	06738E204
—	TOTALENERGIES SE	9,492	$653K	0.1%	$67.38	—	SPONSORED ADS	89151E109
PLD	PROLOGIS INC.	4,922	$641K	0.1%	$111.35	+9.9%	COM	74340W103
ADBE	ADOBE INC	1,245	$628K	0.1%	$574.99	-0.3%	COM	00724F101
SHW	SHERWIN WILLIAMS CO	1,789	$621K	0.1%	$264.03	+18.7%	COM	824348106
SHEL	SHELL PLC	9,159	$614K	0.1%	$65.96	—	SPON ADS	780259305
ROP	ROPER TECHNOLOGIES INC	1,089	$611K	0.1%	$508.04	+6.1%	COM	776696106
DEO	DIAGEO PLC	4,103	$610K	0.1%	$146.84	—	SPON ADR NEW	25243Q205
MSI	MOTOROLA SOLUTIONS INC	1,713	$608K	0.1%	$303.39	+6.3%	COM NEW	620076307
PANW	PALO ALTO NETWORKS INC	2,115	$601K	0.1%	$133.70	+18.0%	COM	697435105
DG	DOLLAR GEN CORP NEW	3,770	$588K	0.1%	$115.93	+17.7%	COM	256677105
TER	TERADYNE INC	5,109	$576K	0.1%	$94.00	+10.0%	COM	880770102
SPYD	SPDR SER TR	13,879	$565K	0.1%	$39.30	—	PRTFLO S&P500 HI	78468R788
IR	INGERSOLL RAND INC	5,903	$560K	0.1%	$85.38	0.0%	COM	45687V106
DE	DEERE & CO	1,359	$558K	0.1%	$365.66	+1.9%	COM	244199105
—	ISHARES TR	21,464	$557K	0.1%	$25.95	—	IBONDS DEC	46435U697
—	ISHARES TR	20,991	$555K	0.1%	$26.46	—	IBONDS DEC 25	46435U432
IBMR	ISHARES TR	21,961	$554K	0.1%	$25.24	—	IBONDS DEC 2029	46436E163
IBMO	ISHARES TR	21,862	$554K	0.1%	$25.35	—	IBONDS DEC 26	46435U259
IBMP	ISHARES TR	22,002	$554K	0.1%	$25.17	—	IBONDS DEC 27	46435U283
IBMQ	ISHARES TR	21,887	$553K	0.1%	$25.27	—	IBONDS DEC 28	46435U325
SPGI	S&P GLOBAL INC	1,294	$551K	0.1%	$388.21	+10.1%	COM	78409V104
CARR	CARRIER GLOBAL CORPORATION	9,424	$548K	0.1%	$51.55	+6.6%	COM	14448C104
PNC	PNC FINL SVCS GROUP INC	3,360	$543K	0.1%	$123.22	+14.5%	COM	693475105
UNP	UNION PAC CORP	2,186	$538K	0.1%	$216.52	+8.8%	COM	907818108
CSX	CSX CORP	14,135	$524K	0.1%	$31.09	+14.1%	COM	126408103
SBUX	STARBUCKS CORP	5,710	$522K	0.1%	$91.99	-3.7%	COM	855244109
XOM	EXXON MOBIL CORP	4,481	$521K	0.1%	$98.09	0.0%	COM	30231G102
BUD	ANHEUSER BUSCH INBEV SA/NV	8,567	$521K	0.1%	$63.98	—	SPONSORED ADR	03524A108
EMR	EMERSON ELEC CO	4,510	$512K	0.1%	$88.09	+12.8%	COM	291011104
WM	WASTE MGMT INC DEL	2,375	$506K	0.1%	$167.07	+14.3%	COM	94106L109
EQIX	EQUINIX INC	606	$500K	0.1%	$755.86	+6.8%	COM	29444U700
—	LAM RESEARCH CORP	513	$498K	0.1%	$971.57	—	COM	512807108
C	CITIGROUP INC	7,805	$494K	0.1%	$52.53	0.0%	COM NEW	172967424
BMY	BRISTOL-MYERS SQUIBB CO	9,086	$493K	0.1%	$46.81	-1.4%	COM	110122108
MINT	PIMCO ETF TR	4,762	$479K	0.1%	$99.98	—	ENHAN SHRT MA AC	72201R833
PUK	PRUDENTIAL PLC	24,447	$471K	0.1%	$21.61	—	ADR	74435K204
LMT	LOCKHEED MARTIN CORP	1,021	$464K	0.1%	$417.37	-0.4%	COM	539830109
AMT	AMERICAN TOWER CORP NEW	2,339	$462K	0.1%	$177.69	+4.7%	COM	03027X100
GE	GENERAL ELECTRIC CO	2,623	$460K	0.1%	$116.41	0.0%	COM NEW	369604301
GSK	GSK PLC	10,618	$455K	0.1%	$37.45	—	SPONSORED ADR	37733W204
CAT	CATERPILLAR INC	1,223	$448K	0.1%	$257.83	+20.6%	COM	149123101
ACWI	ISHARES TR	4,063	$447K	0.1%	$101.77	—	MSCI ACWI ETF	464288257
PHG	KONINKLIJKE PHILIPS N V	22,124	$442K	0.1%	$22.34	—	NY REGIS SHS NEW	500472303
ESGE	ISHARES INC	13,635	$439K	0.1%	$32.23	—	ESG AWR MSCI EM	46434G863
BAH	BOOZ ALLEN HAMILTON HLDG COR	2,923	$434K	0.1%	$122.24	+10.6%	CL A	099502106
ING	ING GROEP N.V.	25,663	$423K	0.1%	$15.39	—	SPONSORED ADR	456837103
GLD	SPDR GOLD TR	2,057	$423K	0.1%	$191.17	—	GOLD SHS	78463V107
SNY	SANOFI	8,693	$422K	0.1%	$49.51	—	SPONSORED ADR	80105N105
—	BLACKROCK MUNIYIELD QUALITY	36,798	$422K	0.1%	$11.64	—	COM	09254E103
AJG	GALLAGHER ARTHUR J & CO	1,666	$417K	0.1%	$233.28	+1.3%	COM	363576109
PPL	PPL CORP	14,405	$397K	0.1%	$23.57	+5.9%	COM	69351T106
NVS	NOVARTIS AG	4,085	$395K	0.1%	$100.05	—	SPONSORED ADR	66987V109
—	TE CONNECTIVITY LTD	2,656	$386K	0.1%	$141.82	—	SHS	H84989104
DXCM	DEXCOM INC	2,733	$379K	0.1%	$102.44	+22.7%	COM	252131107
DHR	DANAHER CORPORATION	1,500	$375K	0.1%	$222.71	+8.4%	COM	235851102
SCHW	SCHWAB CHARLES CORP	5,115	$370K	0.1%	$64.26	0.0%	COM	808513105
ADI	ANALOG DEVICES INC	1,869	$370K	0.1%	$174.62	+6.7%	COM	032654105
—	ARISTA NETWORKS INC	1,253	$363K	0.1%	$245.86	—	COM	040413106
ICLR	ICON PLC	1,071	$360K	0.1%	$261.61	+12.7%	SHS	G4705A100
UI	UBIQUITI INC	3,075	$356K	0.1%	$122.63	0.0%	COM	90353W103
USIG	ISHARES TR	6,967	$354K	0.1%	$51.26	—	USD INV GRDE ETF	464288620
IVE	ISHARES TR	1,888	$353K	0.1%	$173.89	—	S&P 500 VAL ETF	464287408
—	SIGMATRON INTL INC	97,111	$353K	0.1%	$3.01	—	COM	82661L101
RACE	FERRARI N V	807	$352K	0.1%	$387.39	0.0%	COM	N3167Y103
IWO	ISHARES TR	1,295	$351K	0.1%	$270.80	—	RUS 2000 GRW ETF	464287648
DIS	DISNEY WALT CO	2,848	$348K	0.1%	$102.38	0.0%	COM	254687106
AON	AON PLC	1,037	$346K	0.1%	$313.93	-2.5%	SHS CL A	G0403H108
—	PIONEER NAT RES CO	1,303	$342K	0.1%	$224.88	—	COM	723787107
ODFL	OLD DOMINION FREIGHT LINE IN	1,550	$340K	0.1%	$202.37	+1.8%	COM	679580100
SPYV	SPDR SER TR	6,753	$338K	0.1%	$46.63	—	PRTFLO S&P500 VL	78464A508
IUSG	ISHARES TR	2,867	$336K	0.1%	$104.10	—	CORE S&P US GWT	464287671
ABNB	AIRBNB INC	2,026	$334K	0.1%	$134.49	+12.6%	COM CL A	009066101
FND	FLOOR & DECOR HLDGS INC	2,573	$334K	0.1%	$113.54	0.0%	CL A	339750101
BTI	BRITISH AMERN TOB PLC	10,934	$333K	0.1%	$29.29	—	SPONSORED ADR	110448107
IBN	ICICI BANK LIMITED	12,444	$329K	0.1%	$24.17	—	ADR	45104G104
APP	APPLOVIN CORP	4,700	$325K	0.1%	$52.95	0.0%	COM CL A	03831W108
SLQD	ISHARES TR	6,514	$321K	0.1%	$49.20	—	0-5YR INVT GR CP	46434V100
WCN	WASTE CONNECTIONS INC	1,854	$319K	0.1%	$141.06	+12.7%	COM	94106B101
VCSH	VANGUARD SCOTTSDALE FDS	4,074	$315K	0.1%	$77.37	—	SHRT TRM CORP BD	92206C409
EOG	EOG RES INC	2,445	$313K	0.1%	$113.95	-3.1%	COM	26875P101
ENTG	ENTEGRIS INC	2,221	$312K	0.1%	$126.74	0.0%	COM	29362U104
ALLE	ALLEGION PLC	2,312	$311K	0.1%	$125.31	0.0%	ORD SHS	G0176J109
SPG	SIMON PPTY GROUP INC NEW	1,952	$305K	0.1%	$110.63	+20.4%	COM	828806109
WELL	WELLTOWER INC	3,256	$304K	0.1%	$83.09	+4.9%	COM	95040Q104
IWR	ISHARES TR	3,600	$303K	0.1%	$77.73	—	RUS MID CAP ETF	464287499
MCK	MCKESSON CORP	562	$302K	0.1%	$460.60	+9.3%	COM	58155Q103
DLR	DIGITAL RLTY TR INC	2,064	$297K	0.1%	$121.21	+9.8%	COM	253868103
APD	AIR PRODS & CHEMS INC	1,210	$293K	0.1%	$255.04	-8.8%	COM	009158106
RYAAY	RYANAIR HOLDINGS PLC	2,005	$292K	0.1%	$134.98	—	SPONSORED ADS	783513203
ELV	ELEVANCE HEALTH INC	562	$291K	0.1%	$481.84	0.0%	COM	036752103
ESS	ESSEX PPTY TR INC	1,188	$291K	0.1%	$207.25	+6.8%	COM	297178105
TAK	TAKEDA PHARMACEUTICAL CO LTD	20,862	$290K	0.1%	$14.19	—	SPONSORED ADS	874060205
MMM	3M CO	2,727	$289K	0.1%	$75.60	+4.9%	COM	88579Y101
IWD	ISHARES TR	1,606	$288K	0.1%	$166.36	—	RUS 1000 VAL ETF	464287598
SYK	STRYKER CORPORATION	802	$287K	0.1%	$330.34	0.0%	COM	863667101
DGRO	ISHARES TR	4,888	$284K	0.1%	$53.82	—	CORE DIV GRWTH	46434V621
DDOG	DATADOG INC	2,280	$282K	0.1%	$108.92	+15.4%	CL A COM	23804L103
—	BLACKROCK INC	336	$280K	0.1%	$833.70	—	COM	09247X101
MMYT	MAKEMYTRIP LIMITED MAURITIUS	3,904	$277K	0.1%	$42.15	+35.0%	SHS	V5633W109
VZ	VERIZON COMMUNICATIONS INC	6,495	$273K	0.1%	$31.65	+13.5%	COM	92343V104
NGG	NATIONAL GRID PLC	3,988	$272K	0.1%	$68.22	—	SPONSORED ADR NE	636274409
SCHD	SCHWAB STRATEGIC TR	3,345	$270K	0.1%	$76.13	—	US DIVIDEND EQ	808524797
MRSH	MARSH & MCLENNAN COS INC	1,305	$269K	0.1%	$193.37	0.0%	COM	571748102
WFC	WELLS FARGO CO NEW	4,599	$267K	0.1%	$50.13	0.0%	COM	949746101
—	WESTERN ASSET HIGH INCOME OP	67,551	$263K	0.1%	$3.86	—	COM	95766K109
SCZ	ISHARES TR	4,031	$255K	0.1%	$63.33	—	EAFE SML CP ETF	464288273
O	REALTY INCOME CORP	4,706	$255K	0.1%	$46.66	+4.2%	COM	756109104
PYPL	PAYPAL HLDGS INC	3,800	$255K	0.1%	$57.15	+7.1%	COM	70450Y103
ADSK	AUTODESK INC	960	$250K	0.1%	$253.04	0.0%	COM	052769106
SNOW	SNOWFLAKE INC	1,540	$249K	0.0%	$175.21	+10.7%	CL A	833445109
TGT	TARGET CORP	1,402	$248K	0.0%	$142.02	0.0%	COM	87612E106
TEAM	ATLASSIAN CORPORATION	1,273	$248K	0.0%	$200.57	+8.7%	CL A	049468101
VST	VISTRA CORP	3,498	$244K	0.0%	$48.74	0.0%	COM	92840M102
CTVA	CORTEVA INC	4,214	$243K	0.0%	$50.60	0.0%	COM	22052L104
IGLB	ISHARES TR	4,700	$242K	0.0%	$52.69	—	10+ YR INVST GRD	464289511
NGVT	INGEVITY CORP	5,040	$240K	0.0%	$41.86	+7.4%	COM	45688C107
IJT	ISHARES TR	1,815	$237K	0.0%	$130.73	—	S&P SML 600 GWT	464287887
USB	US BANCORP DEL	5,117	$229K	0.0%	$33.10	+16.7%	COM NEW	902973304
IUSB	ISHARES TR	4,978	$227K	0.0%	$45.59	—	CORE TOTAL USD	46434V613
GIS	GENERAL MLS INC	3,168	$222K	0.0%	$60.59	0.0%	COM	370334104
MTB	M & T BK CORP	1,497	$218K	0.0%	$130.61	0.0%	COM	55261F104
WPC	WP CAREY INC	3,835	$216K	0.0%	$64.81	—	COM	92936U109
ILMN	ILLUMINA INC	1,575	$216K	0.0%	$134.04	0.0%	COM	452327109
NEE	NEXTERA ENERGY INC	3,321	$212K	0.0%	$55.40	0.0%	COM	65339F101
CCI	CROWN CASTLE INC	1,999	$212K	0.0%	$90.81	+7.6%	COM	22822V101
TFII	TFI INTL INC	1,318	$210K	0.0%	$118.50	+20.7%	COM	87241L109
INVH	INVITATION HOMES INC	5,880	$209K	0.0%	$29.98	+5.1%	COM	46187W107
HDV	ISHARES TR	1,897	$209K	0.0%	$110.21	—	CORE HIGH DV ETF	46429B663
OXY/WS	OCCIDENTAL PETE CORP	4,750	$205K	0.0%	$43.10	—	*W EXP 08/03/202	674599162
—	WESTERN ASSET HIGH YIELD DEF	15,695	$188K	0.0%	$12.06	—	COM	95768B107
NWG	NATWEST GROUP PLC	27,063	$184K	0.0%	$5.93	—	SPONS ADR	639057207
XPMAX	PIONEER MUNICIPAL HIGH INCOM	16,845	$137K	0.0%	$8.02	—	COM	723762100
—	HARBORONE BANCORP INC NEW	12,870	$137K	0.0%	$11.98	—	COM NEW	41165Y100
OBIO	ORCHESTRA BIOMED HLDGS INC	22,261	$117K	0.0%	$6.78	0.0%	COM	68572M106
BBD	BANCO BRADESCO S A	31,731	$90,751	0.0%	$3.50	—	SP ADR PFD NEW	059460303