Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	241,463	$62.08M	12.3%	$283.15	-6.5%	COM	79466L302
MSFT	MICROSOFT CORP	73,772	$32.97M	6.5%	$387.92	+7.6%	COM	594918104
AAPL	APPLE INC	106,212	$22.37M	4.4%	$182.10	+1.7%	COM	037833100
GOOG	ALPHABET INC	103,138	$18.92M	3.7%	$142.34	+18.6%	CAP STK CL C	02079K107
SPY	SPDR S&P 500 ETF TR	28,406	$15.46M	3.1%	$495.23	—	TR UNIT	78462F103
VIG	VANGUARD SPECIALIZED FUNDS	51,398	$9.383M	1.9%	$174.67	—	DIV APP ETF	921908844
GOOGL	ALPHABET INC	50,792	$9.252M	1.8%	$135.86	+23.2%	CAP STK CL A	02079K305
NVDA	NVIDIA CORPORATION	71,144	$8.789M	1.7%	$95.13	+6.2%	COM	67066G104
AMZN	AMAZON COM INC	45,407	$8.775M	1.7%	$157.02	+17.0%	COM	023135106
VOO	VANGUARD INDEX FDS	16,303	$8.154M	1.6%	$467.46	—	S&P 500 ETF SHS	922908363
VTI	VANGUARD INDEX FDS	30,068	$8.043M	1.6%	$259.05	—	TOTAL STK MKT	922908769
SHYG	ISHARES TR	177,940	$7.509M	1.5%	$42.32	—	0-5YR HI YL CP	46434V407
IJH	ISHARES TR	126,545	$7.405M	1.5%	$62.90	—	CORE S&P MCP ETF	464287507
IVW	ISHARES TR	79,770	$7.382M	1.5%	$83.11	—	S&P 500 GRWT ETF	464287309
VUG	VANGUARD INDEX FDS	19,351	$7.237M	1.4%	$347.66	—	GROWTH ETF	922908736
RSP	INVESCO EXCHANGE TRADED FD T	42,238	$6.939M	1.4%	$158.12	—	S&P500 EQL WGT	46137V357
PSA	PUBLIC STORAGE OPER CO	22,870	$6.579M	1.3%	$264.95	-2.7%	COM	74460D109
VYM	VANGUARD WHITEHALL FDS	50,060	$5.937M	1.2%	$112.79	—	HIGH DIV YLD	921946406
QQQ	INVESCO QQQ TR	11,437	$5.48M	1.1%	$442.14	—	UNIT SER 1	46090E103
IJR	ISHARES TR	50,660	$5.403M	1.1%	$110.28	—	CORE S&P SCP ETF	464287804
SPGP	INVESCO EXCHANGE TRADED FD T	45,657	$4.693M	0.9%	$98.76	—	S&P 500 GARP ETF	46137V431
UNH	UNITEDHEALTH GROUP INC	9,152	$4.661M	0.9%	$502.60	-5.9%	COM	91324P102
V	VISA INC	16,284	$4.274M	0.8%	$251.43	+7.7%	COM CL A	92826C839
VOE	VANGUARD INDEX FDS	27,984	$4.21M	0.8%	$145.01	—	MCAP VL IDXVIP	922908512
JPM	JPMORGAN CHASE & CO.	20,353	$4.117M	0.8%	$149.21	+26.8%	COM	46625H100
NOBL	PROSHARES TR	42,781	$4.113M	0.8%	$95.20	—	S&P 500 DV ARIST	74348A467
SPHQ	INVESCO EXCHANGE TRADED FD T	61,743	$3.923M	0.8%	$54.52	—	S&P500 QUALITY	46137V241
META	META PLATFORMS INC	6,813	$3.435M	0.7%	$346.85	+39.3%	CL A	30303M102
VO	VANGUARD INDEX FDS	14,058	$3.403M	0.7%	$247.56	—	MID CAP ETF	922908629
AMH	AMERICAN HOMES 4 RENT	82,057	$3.049M	0.6%	$36.79	—	CL A	02665T306
LLY	ELI LILLY & CO	3,180	$2.879M	0.6%	$609.40	+29.8%	COM	532457108
VT	VANGUARD INTL EQUITY INDEX F	25,068	$2.823M	0.6%	$102.88	—	TT WRLD ST ETF	922042742
IJK	ISHARES TR	31,340	$2.761M	0.5%	$91.04	—	S&P MC 400GR ETF	464287606
TJX	TJX COS INC NEW	24,627	$2.711M	0.5%	$93.06	+6.0%	COM	872540109
ESGD	ISHARES TR	34,197	$2.694M	0.5%	$79.91	—	ESG AW MSCI EAFE	46435G516
CVX	CHEVRON CORP NEW	17,148	$2.682M	0.5%	$137.90	+7.6%	COM	166764100
MA	MASTERCARD INCORPORATED	6,067	$2.677M	0.5%	$411.56	+9.7%	CL A	57636Q104
NEAR	ISHARES U S ETF TR	52,020	$2.618M	0.5%	$50.49	—	BLACKROCK SH DUR	46431W507
WMT	WALMART INC	38,450	$2.603M	0.5%	$55.43	+11.8%	COM	931142103
IVV	ISHARES TR	4,566	$2.499M	0.5%	$495.56	—	CORE S&P500 ETF	464287200
—	ASPEN TECHNOLOGY INC	12,219	$2.427M	0.5%	$212.05	—	COM	29109X106
IWM	ISHARES TR	11,907	$2.416M	0.5%	$210.30	—	RUSSELL 2000 ETF	464287655
VTV	VANGUARD INDEX FDS	14,964	$2.4M	0.5%	$161.61	—	VALUE ETF	922908744
TMO	THERMO FISHER SCIENTIFIC INC	4,242	$2.346M	0.5%	$523.79	+8.8%	COM	883556102
RELY	REMITLY GLOBAL INC	193,227	$2.342M	0.5%	$15.51	0.0%	COM	75960P104
IWF	ISHARES TR	6,415	$2.338M	0.5%	$333.79	—	RUS 1000 GRW ETF	464287614
TT	TRANE TECHNOLOGIES PLC	6,781	$2.23M	0.4%	$267.07	+17.5%	SHS	G8994E103
NKE	NIKE INC	29,491	$2.223M	0.4%	$99.83	-10.2%	CL B	654106103
MRK	MERCK & CO INC	17,732	$2.195M	0.4%	$104.73	+16.2%	COM	58933Y105
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,381	$2.189M	0.4%	$359.51	+13.7%	CL B NEW	084670702
GS	GOLDMAN SACHS GROUP INC	4,721	$2.135M	0.4%	$403.94	+4.9%	COM	38141G104
NVO	NOVO-NORDISK A S	14,949	$2.134M	0.4%	$105.08	—	ADR	670100205
AZN	ASTRAZENECA PLC	27,100	$2.114M	0.4%	$67.37	—	SPONSORED ADR	046353108
IJJ	ISHARES TR	18,324	$2.079M	0.4%	$114.33	—	S&P MC 400VL ETF	464287705
COST	COSTCO WHSL CORP NEW	2,316	$1.969M	0.4%	$605.45	+27.8%	COM	22160K105
FTSM	FIRST TR EXCHANGE-TRADED FD	31,723	$1.891M	0.4%	$59.62	—	FIRST TR ENH NEW	33739Q408
PEP	PEPSICO INC	11,387	$1.878M	0.4%	$156.04	+4.0%	COM	713448108
VBK	VANGUARD INDEX FDS	7,372	$1.844M	0.4%	$248.78	—	SML CP GRW ETF	922908595
VOT	VANGUARD INDEX FDS	7,833	$1.798M	0.4%	$235.79	—	MCAP GR IDXVIP	922908538
TMUS	T-MOBILE US INC	10,187	$1.795M	0.4%	$150.88	+8.4%	COM	872590104
BAC	BANK AMERICA CORP	44,403	$1.766M	0.3%	$27.87	+32.2%	COM	060505104
CSCO	CISCO SYS INC	37,166	$1.766M	0.3%	$47.86	-5.4%	COM	17275R102
VNQ	VANGUARD INDEX FDS	20,738	$1.737M	0.3%	$86.48	—	REAL ESTATE ETF	922908553
HON	HONEYWELL INTL INC	7,619	$1.627M	0.3%	$172.78	+6.4%	COM	438516106
IRM	IRON MTN INC DEL	17,784	$1.594M	0.3%	$69.95	+9.6%	COM	46284V101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	9,132	$1.587M	0.3%	$132.00	—	SPONSORED ADS	874039100
IJS	ISHARES TR	15,815	$1.538M	0.3%	$102.76	—	SP SMCP600VL ETF	464287879
IWV	ISHARES TR	4,809	$1.484M	0.3%	$274.76	—	RUSSELL 3000 ETF	464287689
VEA	VANGUARD TAX-MANAGED FDS	29,923	$1.479M	0.3%	$49.86	—	VAN FTSE DEV MKT	921943858
DUK	DUKE ENERGY CORP NEW	14,713	$1.475M	0.3%	$87.17	+8.1%	COM NEW	26441C204
QCOM	QUALCOMM INC	7,334	$1.461M	0.3%	$128.97	+41.4%	COM	747525103
RTX	RTX CORPORATION	14,429	$1.449M	0.3%	$76.50	+30.9%	COM	75513E101
IGSB	ISHARES TR	27,567	$1.413M	0.3%	$51.28	—	ISHS 1-5YR INVS	464288646
LQD	ISHARES TR	13,153	$1.409M	0.3%	$110.66	—	IBOXX INV CP ETF	464287242
MDT	MEDTRONIC PLC	17,599	$1.385M	0.3%	$75.53	+3.4%	SHS	G5960L103
AMGN	AMGEN INC	4,416	$1.38M	0.3%	$271.58	+2.8%	COM	031162100
UPS	UNITED PARCEL SERVICE INC	10,034	$1.373M	0.3%	$134.48	-3.3%	CL B	911312106
ABBV	ABBVIE INC	7,891	$1.353M	0.3%	$135.72	+15.8%	COM	00287Y109
VB	VANGUARD INDEX FDS	6,150	$1.341M	0.3%	$228.57	—	SMALL CP ETF	922908751
PG	PROCTER AND GAMBLE CO	7,998	$1.319M	0.3%	$144.66	+8.7%	COM	742718109
NFLX	NETFLIX INC	1,885	$1.272M	0.3%	$51.95	+20.2%	COM	64110L106
SMMD	ISHARES TR	20,259	$1.268M	0.3%	$61.63	—	RUSEL 2500 ETF	46435G268
JNJ	JOHNSON & JOHNSON	8,670	$1.267M	0.3%	$144.94	-2.4%	COM	478160104
EFA	ISHARES TR	15,717	$1.231M	0.2%	$79.86	—	MSCI EAFE ETF	464287465
VGT	VANGUARD WORLD FD	2,113	$1.218M	0.2%	$524.53	—	INF TECH ETF	92204A702
PLD	PROLOGIS INC.	10,687	$1.2M	0.2%	$107.64	-2.9%	COM	74340W103
SAP	SAP SE	5,750	$1.16M	0.2%	$155.67	—	SPON ADR	803054204
VWO	VANGUARD INTL EQUITY INDEX F	26,344	$1.153M	0.2%	$41.77	—	FTSE EMR MKT ETF	922042858
AMT	AMERICAN TOWER CORP NEW	5,866	$1.14M	0.2%	$176.83	-0.3%	COM	03027X100
SAFT	SAFETY INS GROUP INC	14,906	$1.118M	0.2%	$75.48	+4.0%	COM	78648T100
NOW	SERVICENOW INC	1,417	$1.115M	0.2%	$127.92	+14.7%	COM	81762P102
ASML	ASML HOLDING N V	1,088	$1.113M	0.2%	$756.92	—	N Y REGISTRY SHS	N07059210
MCD	MCDONALDS CORP	4,352	$1.109M	0.2%	$259.40	-1.7%	COM	580135101
KMI	KINDER MORGAN INC DEL	55,316	$1.099M	0.2%	$15.37	+15.4%	COM	49456B101
LOW	LOWES COS INC	4,967	$1.095M	0.2%	$195.06	+13.5%	COM	548661107
IEFA	ISHARES TR	14,892	$1.082M	0.2%	$71.78	—	CORE MSCI EAFE	46432F842
AVGO	BROADCOM INC	652	$1.047M	0.2%	$121.22	+13.6%	COM	11135F101
OEF	ISHARES TR	3,897	$1.03M	0.2%	$223.39	—	S&P 100 ETF	464287101
ISRG	INTUITIVE SURGICAL INC	2,297	$1.022M	0.2%	$319.84	+24.5%	COM NEW	46120E602
ABT	ABBOTT LABS	9,812	$1.02M	0.2%	$99.52	+3.4%	COM	002824100
WELL	WELLTOWER INC	9,542	$995K	0.2%	$90.96	+4.5%	COM	95040Q104
XLK	SELECT SECTOR SPDR TR	4,367	$988K	0.2%	$209.67	—	TECHNOLOGY	81369Y803
ORCL	ORACLE CORP	6,917	$977K	0.2%	$107.30	+14.0%	COM	68389X105
COP	CONOCOPHILLIPS	8,474	$969K	0.2%	$109.58	+5.3%	COM	20825C104
HD	HOME DEPOT INC	2,744	$945K	0.2%	$310.83	+5.4%	COM	437076102
EFV	ISHARES TR	17,794	$944K	0.2%	$53.04	—	EAFE VALUE ETF	464288877
LIN	LINDE PLC	2,150	$943K	0.2%	$389.25	+10.6%	SHS	G54950103
ETN	EATON CORP PLC	2,931	$919K	0.2%	$236.02	+34.4%	SHS	G29183103
ACN	ACCENTURE PLC IRELAND	2,980	$904K	0.2%	$319.07	-6.2%	SHS CLASS A	G1151C101
DLR	DIGITAL RLTY TR INC	5,667	$862K	0.2%	$130.87	+4.2%	COM	253868103
SHEL	SHELL PLC	11,835	$854K	0.2%	$67.37	—	SPON ADS	780259305
ITOT	ISHARES TR	7,176	$852K	0.2%	$105.45	—	CORE S&P TTL STK	464287150
BP	BP PLC	23,544	$850K	0.2%	$35.82	—	SPONSORED ADR	055622104
SUB	ISHARES TR	8,109	$848K	0.2%	$105.35	—	SHRT NAT MUN ETF	464288158
BCS	BARCLAYS PLC	76,818	$823K	0.2%	$8.40	—	ADR	06738E204
VEU	VANGUARD INTL EQUITY INDEX F	14,020	$822K	0.2%	$58.65	—	ALLWRLD EX US	922042775
SPG	SIMON PPTY GROUP INC NEW	5,380	$817K	0.2%	$126.49	+7.1%	COM	828806109
CWS	ADVISORSHARES TR	12,942	$805K	0.2%	$63.61	—	ADVISORSHS ETF	00768Y560
CP	CANADIAN PACIFIC KANSAS CITY	9,931	$782K	0.2%	$75.51	+6.6%	COM	13646K108
QUAL	ISHARES TR	4,479	$765K	0.2%	$151.38	—	MSCI USA QLT FCT	46432F339
MELI	MERCADOLIBRE INC	462	$759K	0.1%	$1441.82	+9.5%	COM	58733R102
TER	TERADYNE INC	5,120	$759K	0.1%	$94.00	+34.2%	COM	880770102
EQIX	EQUINIX INC	995	$753K	0.1%	$746.68	-1.9%	COM	29444U700
AMD	ADVANCED MICRO DEVICES INC	4,610	$748K	0.1%	$174.81	-8.0%	COM	007903107
MU	MICRON TECHNOLOGY INC	5,640	$742K	0.1%	$80.94	+54.7%	COM	595112103
TSLA	TESLA INC	3,747	$741K	0.1%	$195.37	-10.5%	COM	88160R101
HYG	ISHARES TR	9,484	$732K	0.1%	$77.50	—	IBOXX HI YD ETF	464288513
KO	COCA COLA CO	11,469	$730K	0.1%	$56.70	+3.9%	COM	191216100
MDLZ	MONDELEZ INTL INC	11,146	$729K	0.1%	$65.57	-0.6%	CL A	609207105
PFE	PFIZER INC	25,551	$715K	0.1%	$26.33	-5.9%	COM	717081103
ZTS	ZOETIS INC	4,121	$714K	0.1%	$173.59	-5.9%	CL A	98978V103
ADP	AUTOMATIC DATA PROCESSING IN	2,956	$706K	0.1%	$222.04	+6.6%	COM	053015103
CB	CHUBB LIMITED	2,744	$700K	0.1%	$213.74	+18.3%	COM	H1467J104
ADBE	ADOBE INC	1,216	$676K	0.1%	$574.99	-15.8%	COM	00724F101
BKNG	BOOKING HOLDINGS INC	170	$673K	0.1%	$3156.90	+15.8%	COM	09857L108
MSI	MOTOROLA SOLUTIONS INC	1,726	$666K	0.1%	$303.39	+16.9%	COM NEW	620076307
CNI	CANADIAN NATL RY CO	5,459	$645K	0.1%	$108.90	+11.2%	COM	136375102
RELX	RELX PLC	13,810	$634K	0.1%	$40.65	—	SPONSORED ADR	759530108
NSC	NORFOLK SOUTHN CORP	2,875	$617K	0.1%	$202.85	+10.5%	COM	655844108
CMCSA	COMCAST CORP NEW	15,591	$611K	0.1%	$40.17	-7.6%	CL A	20030N101
PUK	PRUDENTIAL PLC	32,762	$600K	0.1%	$20.77	—	ADR	74435K204
—	ISHARES TR	22,974	$598K	0.1%	$25.96	—	IBONDS DEC	46435U697
—	ISHARES TR	22,478	$595K	0.1%	$26.46	—	IBONDS DEC 25	46435U432
PANW	PALO ALTO NETWORKS INC	1,750	$593K	0.1%	$133.70	+11.9%	COM	697435105
IBMO	ISHARES TR	23,427	$593K	0.1%	$25.35	—	IBONDS DEC 26	46435U259
INVH	INVITATION HOMES INC	16,517	$593K	0.1%	$31.69	+3.0%	COM	46187W107
IBMP	ISHARES TR	23,589	$590K	0.1%	$25.16	—	IBONDS DEC 27	46435U283
—	TOTALENERGIES SE	8,808	$587K	0.1%	$67.38	—	SPONSORED ADS	89151E109
IBMQ	ISHARES TR	23,468	$587K	0.1%	$25.25	—	IBONDS DEC 28	46435U325
IBMR	ISHARES TR	23,554	$586K	0.1%	$25.22	—	IBONDS DEC 2029	46436E163
DEO	DIAGEO PLC	4,627	$583K	0.1%	$144.49	—	SPON ADR NEW	25243Q205
CCI	CROWN CASTLE INC	5,772	$564K	0.1%	$90.12	-0.4%	COM	22822V101
NUE	NUCOR CORP	3,544	$560K	0.1%	$153.29	+10.2%	COM	670346105
SPYD	SPDR SER TR	13,879	$558K	0.1%	$39.30	—	PRTFLO S&P500 HI	78468R788
INTU	INTUIT	847	$557K	0.1%	$544.67	+12.8%	COM	461202103
CARR	CARRIER GLOBAL CORPORATION	8,796	$555K	0.1%	$51.55	+16.8%	COM	14448C104
BUD	ANHEUSER BUSCH INBEV SA/NV	9,441	$549K	0.1%	$63.44	—	SPONSORED ADR	03524A108
ESS	ESSEX PPTY TR INC	2,001	$545K	0.1%	$220.97	+9.1%	COM	297178105
—	SIGMATRON INTL INC	97,111	$543K	0.1%	$3.01	—	COM	82661L101
IR	INGERSOLL RAND INC	5,926	$538K	0.1%	$85.38	+7.5%	COM	45687V106
ROP	ROPER TECHNOLOGIES INC	953	$537K	0.1%	$508.04	+5.0%	COM	776696106
DHI	D R HORTON INC	3,778	$532K	0.1%	$120.55	+19.9%	COM	23331A109
MINT	PIMCO ETF TR	5,275	$531K	0.1%	$100.05	—	ENHAN SHRT MA AC	72201R833
LMT	LOCKHEED MARTIN CORP	1,107	$517K	0.1%	$419.25	+5.3%	COM	539830109
PH	PARKER-HANNIFIN CORP	1,013	$512K	0.1%	$407.15	+29.6%	COM	701094104
XOM	EXXON MOBIL CORP	4,446	$512K	0.1%	$98.09	+12.2%	COM	30231G102
WM	WASTE MGMT INC DEL	2,378	$507K	0.1%	$167.07	+21.4%	COM	94106L109
CVS	CVS HEALTH CORP	8,554	$505K	0.1%	$66.02	-11.4%	COM	126650100
SPGI	S&P GLOBAL INC	1,113	$496K	0.1%	$388.21	+9.2%	COM	78409V104
APP	APPLOVIN CORP	5,961	$496K	0.1%	$58.16	+33.4%	COM CL A	03831W108
GE	GE AEROSPACE	3,085	$490K	0.1%	$122.63	+28.8%	COM NEW	369604301
C	CITIGROUP INC	7,666	$486K	0.1%	$52.53	+11.8%	COM NEW	172967424
O	REALTY INCOME CORP	9,184	$485K	0.1%	$47.63	+2.1%	COM	756109104
PNC	PNC FINL SVCS GROUP INC	3,062	$476K	0.1%	$123.22	+19.0%	COM	693475105
EMR	EMERSON ELEC CO	4,310	$475K	0.1%	$88.09	+22.0%	COM	291011104
ADI	ANALOG DEVICES INC	2,079	$475K	0.1%	$177.95	+16.7%	COM	032654105
DE	DEERE & CO	1,256	$469K	0.1%	$365.66	+4.0%	COM	244199105
CSX	CSX CORP	13,990	$468K	0.1%	$31.09	+6.5%	COM	126408103
—	NUVEEN QUALITY MUNCP INCOME	39,732	$466K	0.1%	$11.45	—	COM	67066V101
UNP	UNION PAC CORP	2,058	$466K	0.1%	$216.52	+4.1%	COM	907818108
SHW	SHERWIN WILLIAMS CO	1,554	$464K	0.1%	$264.03	+15.6%	COM	824348106
PHG	KONINKLIJKE PHILIPS N V	18,382	$463K	0.1%	$22.34	—	NY REGIS SHS NEW	500472303
SHOP	SHOPIFY INC	7,003	$463K	0.1%	$66.33	0.0%	CL A	82509L107
SNY	SANOFI	9,350	$454K	0.1%	$49.44	—	SPONSORED ADR	80105N105
ACWI	ISHARES TR	4,032	$453K	0.1%	$101.77	—	MSCI ACWI ETF	464288257
GLD	SPDR GOLD TR	2,057	$442K	0.1%	$191.17	—	GOLD SHS	78463V107
GSK	GSK PLC	11,465	$441K	0.1%	$37.53	—	SPONSORED ADR	37733W204
BAH	BOOZ ALLEN HAMILTON HLDG COR	2,836	$436K	0.1%	$122.24	+18.0%	CL A	099502106
UI	UBIQUITI INC	2,975	$433K	0.1%	$122.63	+4.7%	COM	90353W103
AJG	GALLAGHER ARTHUR J & CO	1,647	$427K	0.1%	$233.28	+4.8%	COM	363576109
—	NUVEEN AMT FREE QLTY MUN INC	36,418	$417K	0.1%	$11.00	—	COM	670657105
NVS	NOVARTIS AG	3,867	$412K	0.1%	$100.05	—	SPONSORED ADR	66987V109
DPZ	DOMINOS PIZZA INC	780	$403K	0.1%	$497.09	0.0%	COM	25754A201
PPL	PPL CORP	14,475	$400K	0.1%	$23.57	+12.7%	COM	69351T106
VICI	VICI PPTYS INC	13,621	$390K	0.1%	$26.06	0.0%	COM	925652109
—	WESTROCK CO	7,736	$389K	0.1%	$41.52	—	COM	96145D105
CAT	CATERPILLAR INC	1,166	$388K	0.1%	$257.83	+31.4%	COM	149123101
RACE	FERRARI N V	951	$388K	0.1%	$391.68	+6.1%	COM	N3167Y103
—	TE CONNECTIVITY LTD	2,521	$379K	0.1%	$141.82	—	SHS	H84989104
ABNB	AIRBNB INC	2,496	$378K	0.1%	$137.94	+10.8%	COM CL A	009066101
SCHW	SCHWAB CHARLES CORP	5,096	$376K	0.1%	$64.26	+12.6%	COM	808513105
SUI	SUN CMNTYS INC	3,076	$370K	0.1%	$120.34	—	COM	866674104
NWG	NATWEST GROUP PLC	46,058	$370K	0.1%	$6.80	—	SPONS ADR	639057207
IUSG	ISHARES TR	2,867	$365K	0.1%	$104.10	—	CORE S&P US GWT	464287671
IBN	ICICI BANK LIMITED	12,579	$362K	0.1%	$24.22	—	ADR	45104G104
IWO	ISHARES TR	1,378	$362K	0.1%	$270.30	—	RUS 2000 GRW ETF	464287648
PLTR	PALANTIR TECHNOLOGIES INC	14,108	$357K	0.1%	$22.52	0.0%	CL A	69608A108
SLQD	ISHARES TR	7,178	$354K	0.1%	$49.21	—	0-5YR INVT GR CP	46434V100
USIG	ISHARES TR	6,967	$350K	0.1%	$51.26	—	USD INV GRDE ETF	464288620
ING	ING GROEP N.V.	20,029	$343K	0.1%	$15.39	—	SPONSORED ADR	456837103
BTI	BRITISH AMERN TOB PLC	10,905	$337K	0.1%	$29.29	—	SPONSORED ADR	110448107
DDOG	DATADOG INC	2,596	$337K	0.1%	$110.39	+9.6%	CL A COM	23804L103
WCN	WASTE CONNECTIONS INC	1,908	$335K	0.1%	$141.75	+16.8%	COM	94106B101
EXR	EXTRA SPACE STORAGE INC	2,139	$332K	0.1%	$135.47	0.0%	COM	30225T102
IVE	ISHARES TR	1,825	$332K	0.1%	$173.89	—	S&P 500 VAL ETF	464287408
DHR	DANAHER CORPORATION	1,329	$332K	0.1%	$222.71	+12.4%	COM	235851102
BMY	BRISTOL-MYERS SQUIBB CO	7,945	$330K	0.1%	$46.81	-12.4%	COM	110122108
SPYV	SPDR SER TR	6,753	$329K	0.1%	$46.63	—	PRTFLO S&P500 VL	78464A508
ENTG	ENTEGRIS INC	2,426	$328K	0.1%	$127.11	+3.1%	COM	29362U104
EOG	EOG RES INC	2,584	$325K	0.1%	$114.39	+6.8%	COM	26875P101
ICLR	ICON PLC	1,028	$322K	0.1%	$261.61	+19.8%	SHS	G4705A100
VCSH	VANGUARD SCOTTSDALE FDS	4,074	$315K	0.1%	$77.37	—	SHRT TRM CORP BD	92206C409
SYK	STRYKER CORPORATION	922	$314K	0.1%	$330.73	+0.8%	COM	863667101
MCK	MCKESSON CORP	536	$313K	0.1%	$460.60	+20.0%	COM	58155Q103
ELV	ELEVANCE HEALTH INC	575	$312K	0.1%	$482.56	+6.4%	COM	036752103
VST	VISTRA CORP	3,498	$301K	0.1%	$48.74	+69.7%	COM	92840M102
APD	AIR PRODS & CHEMS INC	1,165	$301K	0.1%	$255.04	-4.9%	COM	009158106
MMYT	MAKEMYTRIP LIMITED MAURITIUS	3,482	$293K	0.1%	$42.15	+77.2%	SHS	V5633W109
DIS	DISNEY WALT CO	2,934	$291K	0.1%	$102.48	+3.0%	COM	254687106
AON	AON PLC	989	$290K	0.1%	$313.93	-6.8%	SHS CL A	G0403H108
—	LAM RESEARCH CORP	269	$286K	0.1%	$971.57	—	COM	512807108
—	BLACKROCK MUNIYIELD QUALITY	25,242	$282K	0.1%	$11.64	—	COM	09254E103
DGRO	ISHARES TR	4,888	$282K	0.1%	$53.82	—	CORE DIV GRWTH	46434V621
TAK	TAKEDA PHARMACEUTICAL CO LTD	21,703	$281K	0.1%	$14.14	—	SPONSORED ADS	874060205
FND	FLOOR & DECOR HLDGS INC	2,804	$279K	0.1%	$113.66	+1.2%	CL A	339750101
IWD	ISHARES TR	1,590	$277K	0.1%	$166.36	—	RUS 1000 VAL ETF	464287598
DXCM	DEXCOM INC	2,446	$277K	0.1%	$102.44	+23.4%	COM	252131107
MMM	3M CO	2,685	$274K	0.1%	$75.60	+24.7%	COM	88579Y101
ALLE	ALLEGION PLC	2,312	$273K	0.1%	$125.31	-3.4%	ORD SHS	G0176J109
IJT	ISHARES TR	2,074	$266K	0.1%	$130.44	—	S&P SML 600 GWT	464287887
—	BLACKROCK INC	332	$261K	0.1%	$833.70	—	COM	09247X101
SCHD	SCHWAB STRATEGIC TR	3,345	$260K	0.1%	$76.13	—	US DIVIDEND EQ	808524797
VZ	VERIZON COMMUNICATIONS INC	6,012	$248K	0.0%	$31.65	+15.2%	COM	92343V104
—	ARISTA NETWORKS INC	690	$242K	0.0%	$245.86	—	COM	040413106
ODFL	OLD DOMINION FREIGHT LINE IN	1,369	$242K	0.0%	$202.37	-7.8%	COM	679580100
SCHG	SCHWAB STRATEGIC TR	2,362	$238K	0.0%	$100.84	—	US LCAP GR ETF	808524300
IGLB	ISHARES TR	4,700	$235K	0.0%	$52.69	—	10+ YR INVST GRD	464289511
UDR	UDR INC	5,629	$232K	0.0%	$36.13	0.0%	COM	902653104
TDOC	TELADOC HEALTH INC	23,398	$229K	0.0%	$12.20	0.0%	COM	87918A105
HR	HEALTHCARE RLTY TR	13,709	$226K	0.0%	$16.48	—	CL A COM	42226K105
IUSB	ISHARES TR	4,978	$225K	0.0%	$45.59	—	CORE TOTAL USD	46434V613
WPC	WP CAREY INC	4,033	$222K	0.0%	$64.33	—	COM	92936U109
MRSH	MARSH & MCLENNAN COS INC	1,038	$219K	0.0%	$193.37	+3.5%	COM	571748102
NGVT	INGEVITY CORP	4,979	$218K	0.0%	$41.86	+15.4%	COM	45688C107
ELS	EQUITY LIFESTYLE PPTYS INC	3,333	$217K	0.0%	$65.13	—	COM	29472R108
NEE	NEXTERA ENERGY INC	3,014	$213K	0.0%	$55.40	+22.0%	COM	65339F101
NGG	NATIONAL GRID PLC	3,745	$213K	0.0%	$68.22	—	SPONSORED ADR NE	636274409
HDV	ISHARES TR	1,897	$206K	0.0%	$110.21	—	CORE HIGH DV ETF	46429B663
GIS	GENERAL MLS INC	3,251	$206K	0.0%	$60.69	+6.2%	COM	370334104
WY	WEYERHAEUSER CO MTN BE	7,176	$204K	0.0%	$29.42	0.0%	COM NEW	962166104
LPLA	LPL FINL HLDGS INC	728	$203K	0.0%	$271.44	0.0%	COM	50212V100
CTVA	CORTEVA INC	3,769	$203K	0.0%	$50.60	+6.9%	COM	22052L104
ECL	ECOLAB INC	854	$203K	0.0%	$227.14	0.0%	COM	278865100
NET	CLOUDFLARE INC	2,451	$203K	0.0%	$80.68	0.0%	CL A COM	18915M107
CMRC	BIGCOMMERCE HLDGS INC	23,351	$188K	0.0%	$7.15	0.0%	COM SER 1	08975P108
—	DESPEGAR COM CORP	12,967	$172K	0.0%	$13.23	—	ORD SHS	G27358103
—	HARBORONE BANCORP INC NEW	12,856	$143K	0.0%	$11.98	—	COM NEW	41165Y100
BBD	BANCO BRADESCO S A	34,891	$78,156	0.0%	$3.39	—	SP ADR PFD NEW	059460303