Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	213,062	$71.23M	12.5%	$283.15	+11.9%	COM	79466L302
AAPL	APPLE INC	109,155	$27.33M	4.8%	$185.72	+26.3%	COM	037833100
MSFT	MICROSOFT CORP	53,895	$22.72M	4.0%	$387.92	+8.9%	COM	594918104
GOOG	ALPHABET INC	100,707	$19.18M	3.4%	$142.34	+23.4%	CAP STK CL C	02079K107
SPY	SPDR S&P 500 ETF TR	27,236	$15.96M	2.8%	$495.23	—	TR UNIT	78462F103
NVDA	NVIDIA CORPORATION	89,630	$12.04M	2.1%	$102.80	+34.0%	COM	67066G104
GRW	TCW ETF TRUST	325,017	$10.68M	1.9%	$37.05	—	COMPOUNDERS ETF	29287L601
AMZN	AMAZON COM INC	47,695	$10.46M	1.8%	$159.60	+28.2%	COM	023135106
GOOGL	ALPHABET INC	49,877	$9.442M	1.7%	$141.45	+23.1%	CAP STK CL A	02079K305
VIG	VANGUARD SPECIALIZED FUNDS	43,930	$8.603M	1.5%	$174.67	—	DIV APP ETF	921908844
VOO	VANGUARD INDEX FDS	15,779	$8.502M	1.5%	$473.85	—	S&P 500 ETF SHS	922908363
VTI	VANGUARD INDEX FDS	28,427	$8.238M	1.4%	$259.05	—	TOTAL STK MKT	922908769
IVW	ISHARES TR	79,834	$8.106M	1.4%	$83.11	—	S&P 500 GRWT ETF	464287309
VUG	VANGUARD INDEX FDS	19,317	$7.928M	1.4%	$350.99	—	GROWTH ETF	922908736
IJH	ISHARES TR	125,969	$7.849M	1.4%	$62.90	—	CORE S&P MCP ETF	464287507
JPM	JPMORGAN CHASE & CO.	30,692	$7.357M	1.3%	$169.11	+34.8%	COM	46625H100
PSA	PUBLIC STORAGE OPER CO	24,274	$7.269M	1.3%	$267.55	+18.1%	COM	74460D109
RSP	INVESCO EXCHANGE TRADED FD T	40,977	$7.18M	1.3%	$158.12	—	S&P500 EQL WGT	46137V357
VTIP	VANGUARD MALVERN FDS	133,564	$6.467M	1.1%	$48.42	—	STRM INFPROIDX	922020805
IJR	ISHARES TR	49,881	$5.747M	1.0%	$110.28	—	CORE S&P SCP ETF	464287804
QQQ	INVESCO QQQ TR	10,987	$5.617M	1.0%	$448.11	—	UNIT SER 1	46090E103
VYM	VANGUARD WHITEHALL FDS	43,984	$5.612M	1.0%	$112.79	—	HIGH DIV YLD	921946406
META	META PLATFORMS INC	8,917	$5.221M	0.9%	$402.13	+45.4%	CL A	30303M102
UNH	UNITEDHEALTH GROUP INC	9,562	$4.837M	0.9%	$506.31	+9.2%	COM	91324P102
SPGP	INVESCO EXCHANGE TRADED FD T	45,692	$4.792M	0.8%	$98.76	—	S&P 500 GARP ETF	46137V431
RELY	REMITLY GLOBAL INC	193,227	$4.361M	0.8%	$15.51	+18.7%	COM	75960P104
VOE	VANGUARD INDEX FDS	26,839	$4.342M	0.8%	$145.01	—	MCAP VL IDXVIP	922908512
MA	MASTERCARD INCORPORATED	7,814	$4.115M	0.7%	$428.39	+20.1%	CL A	57636Q104
SPHQ	INVESCO EXCHANGE TRADED FD T	61,215	$4.103M	0.7%	$54.52	—	S&P500 QUALITY	46137V241
BRK/A	BERKSHIRE HATHAWAY INC DEL	6	$4.086M	0.7%	$692527.00	0.0%	CL A	084670108
WMT	WALMART INC	42,735	$3.861M	0.7%	$58.01	+47.9%	COM	931142103
VO	VANGUARD INDEX FDS	14,002	$3.698M	0.7%	$248.98	—	MID CAP ETF	922908629
NOBL	PROSHARES TR	36,843	$3.668M	0.6%	$95.20	—	S&P 500 DV ARIST	74348A467
TJX	TJX COS INC NEW	29,656	$3.583M	0.6%	$97.95	+20.2%	COM	872540109
GS	GOLDMAN SACHS GROUP INC	6,180	$3.539M	0.6%	$433.46	+25.7%	COM	38141G104
V	VISA INC	10,860	$3.432M	0.6%	$251.43	+18.6%	COM CL A	92826C839
AMH	AMERICAN HOMES 4 RENT	84,987	$3.18M	0.6%	$36.84	—	CL A	02665T306
NEAR	ISHARES U S ETF TR	58,674	$2.963M	0.5%	$50.58	—	SHORT DURATION B	46431W507
CB	CHUBB LIMITED	10,681	$2.951M	0.5%	$265.62	+5.9%	COM	H1467J104
VT	VANGUARD INTL EQUITY INDEX F	25,069	$2.945M	0.5%	$102.88	—	TT WRLD ST ETF	922042742
WELL	WELLTOWER INC	23,006	$2.899M	0.5%	$109.28	+17.8%	COM	95040Q104
—	ASPEN TECHNOLOGY INC	11,549	$2.883M	0.5%	$212.05	—	COM	29109X106
TMUS	T-MOBILE US INC	12,703	$2.804M	0.5%	$162.63	+37.4%	COM	872590104
IWF	ISHARES TR	6,902	$2.772M	0.5%	$337.80	—	RUS 1000 GRW ETF	464287614
IJK	ISHARES TR	30,390	$2.763M	0.5%	$91.04	—	S&P MC 400GR ETF	464287606
MRK	MERCK & CO INC	27,747	$2.76M	0.5%	$104.47	-5.5%	COM	58933Y105
IVV	ISHARES TR	4,624	$2.722M	0.5%	$496.40	—	CORE S&P500 ETF	464287200
BITB	BITWISE BITCOIN ETF TR	52,528	$2.671M	0.5%	$50.85	—	SHS BEN INT	09174C104
CVX	CHEVRON CORP NEW	18,203	$2.637M	0.5%	$138.56	+5.0%	COM	166764100
TMO	THERMO FISHER SCIENTIFIC INC	5,064	$2.634M	0.5%	$542.07	+1.0%	COM	883556102
IWM	ISHARES TR	11,899	$2.629M	0.5%	$210.30	—	RUSSELL 2000 ETF	464287655
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,634	$2.554M	0.4%	$370.65	+24.6%	CL B NEW	084670702
TT	TRANE TECHNOLOGIES PLC	6,908	$2.551M	0.4%	$290.47	+35.5%	SHS	G8994E103
LLY	ELI LILLY & CO	3,244	$2.504M	0.4%	$615.79	+33.3%	COM	532457108
PEP	PEPSICO INC	16,312	$2.48M	0.4%	$156.91	-0.2%	COM	713448108
COST	COSTCO WHSL CORP NEW	2,637	$2.416M	0.4%	$704.48	+31.0%	COM	22160K105
VTV	VANGUARD INDEX FDS	13,754	$2.329M	0.4%	$161.61	—	VALUE ETF	922908744
CSCO	CISCO SYS INC	38,657	$2.288M	0.4%	$47.70	+16.1%	COM	17275R102
IJJ	ISHARES TR	18,168	$2.27M	0.4%	$114.33	—	S&P MC 400VL ETF	464287705
ESGD	ISHARES TR	29,697	$2.261M	0.4%	$79.91	—	ESG AW MSCI EAFE	46435G516
VOT	VANGUARD INDEX FDS	8,651	$2.195M	0.4%	$236.47	—	MCAP GR IDXVIP	922908538
VBK	VANGUARD INDEX FDS	7,788	$2.181M	0.4%	$249.72	—	SML CP GRW ETF	922908595
FTSM	FIRST TR EXCHANGE-TRADED FD	36,045	$2.154M	0.4%	$59.65	—	FIRST TR ENH NEW	33739Q408
TXN	TEXAS INSTRS INC	11,205	$2.101M	0.4%	$193.15	0.0%	COM	882508104
MDT	MEDTRONIC PLC	26,143	$2.088M	0.4%	$77.74	+7.9%	SHS	G5960L103
AZN	ASTRAZENECA PLC	29,607	$1.94M	0.3%	$68.01	—	SPONSORED ADR	046353108
VB	VANGUARD INDEX FDS	7,901	$1.898M	0.3%	$230.84	—	SMALL CP ETF	922908751
AMT	AMERICAN TOWER CORP NEW	9,915	$1.819M	0.3%	$186.44	+6.4%	COM	03027X100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	8,775	$1.733M	0.3%	$148.75	—	SPONSORED ADS	874039100
VNQ	VANGUARD INDEX FDS	19,018	$1.694M	0.3%	$86.48	—	REAL ESTATE ETF	922908553
VGT	VANGUARD WORLD FD	2,707	$1.683M	0.3%	$545.77	—	INF TECH ETF	92204A702
HON	HONEYWELL INTL INC	7,322	$1.654M	0.3%	$173.42	+17.4%	COM	438516106
VEA	VANGUARD TAX-MANAGED FDS	34,412	$1.646M	0.3%	$50.15	—	VAN FTSE DEV MKT	921943858
DLR	DIGITAL RLTY TR INC	9,004	$1.597M	0.3%	$143.24	+19.5%	COM	253868103
QCOM	QUALCOMM INC	10,370	$1.593M	0.3%	$138.32	+15.3%	COM	747525103
RTX	RTX CORPORATION	13,633	$1.578M	0.3%	$76.50	+54.6%	COM	75513E101
BAC	BANK AMERICA CORP	35,729	$1.57M	0.3%	$27.87	+53.7%	COM	060505104
IWV	ISHARES TR	4,675	$1.563M	0.3%	$274.76	—	RUSSELL 3000 ETF	464287689
TSLA	TESLA INC	3,764	$1.52M	0.3%	$198.87	+61.8%	COM	88160R101
PLD	PROLOGIS INC.	13,914	$1.471M	0.3%	$111.52	-1.2%	COM	74340W103
ORCL	ORACLE CORP	8,804	$1.467M	0.3%	$114.79	+53.2%	COM	68389X105
IJS	ISHARES TR	13,458	$1.462M	0.3%	$102.76	—	SP SMCP600VL ETF	464287879
NOW	SERVICENOW INC	1,367	$1.449M	0.3%	$129.07	+56.9%	COM	81762P102
KMI	KINDER MORGAN INC DEL	51,462	$1.41M	0.2%	$15.37	+61.9%	COM	49456B101
PG	PROCTER AND GAMBLE CO	8,127	$1.362M	0.2%	$149.56	+10.8%	COM	742718109
APP	APPLOVIN CORP	4,150	$1.344M	0.2%	$58.16	+334.9%	COM CL A	03831W108
JNJ	JOHNSON & JOHNSON	9,069	$1.312M	0.2%	$145.12	+3.1%	COM	478160104
EQIX	EQUINIX INC	1,371	$1.293M	0.2%	$760.36	+18.0%	COM	29444U700
NVO	NOVO-NORDISK A S	14,992	$1.29M	0.2%	$105.74	—	ADR	670100205
AVGO	BROADCOM INC	5,558	$1.289M	0.2%	$154.73	+18.2%	COM	11135F101
ABBV	ABBVIE INC	7,245	$1.287M	0.2%	$135.72	+30.7%	COM	00287Y109
LQD	ISHARES TR	12,022	$1.284M	0.2%	$110.66	—	IBOXX INV CP ETF	464287242
SPG	SIMON PPTY GROUP INC NEW	7,408	$1.276M	0.2%	$135.18	+22.5%	COM	828806109
VWO	VANGUARD INTL EQUITY INDEX F	28,516	$1.256M	0.2%	$42.24	—	FTSE EMR MKT ETF	922042858
SAP	SAP SE	5,074	$1.249M	0.2%	$155.67	—	SPON ADR	803054204
SMMD	ISHARES TR	18,110	$1.231M	0.2%	$61.63	—	RUSEL 2500 ETF	46435G268
IGSB	ISHARES TR	23,660	$1.223M	0.2%	$51.28	—	ISHS 1-5YR INVS	464288646
CWS	ADVISORSHARES TR	18,699	$1.211M	0.2%	$64.24	—	ADVISORSHS ETF	00768Y560
UPS	UNITED PARCEL SERVICE INC	9,584	$1.209M	0.2%	$134.48	-9.0%	CL B	911312106
MCD	MCDONALDS CORP	4,091	$1.186M	0.2%	$259.40	+11.9%	COM	580135101
AMGN	AMGEN INC	4,464	$1.163M	0.2%	$272.29	+5.1%	COM	031162100
LOW	LOWES COS INC	4,559	$1.125M	0.2%	$195.06	+34.1%	COM	548661107
OEF	ISHARES TR	3,885	$1.122M	0.2%	$223.39	—	S&P 100 ETF	464287101
ISRG	INTUITIVE SURGICAL INC	2,089	$1.09M	0.2%	$319.84	+62.8%	COM NEW	46120E602
MSI	MOTOROLA SOLUTIONS INC	2,327	$1.076M	0.2%	$361.84	+29.5%	COM NEW	620076307
XLK	SELECT SECTOR SPDR TR	4,422	$1.028M	0.2%	$209.98	—	TECHNOLOGY	81369Y803
CCI	CROWN CASTLE INC	11,027	$1.001M	0.2%	$94.35	+4.0%	COM	22822V101
AVSC	AMERICAN CENTY ETF TR	18,286	$994K	0.2%	$54.02	—	AVANTIS US SMALL	025072323
BCS	BARCLAYS PLC	73,778	$981K	0.2%	$8.40	—	ADR	06738E204
HD	HOME DEPOT INC	2,501	$973K	0.2%	$327.11	+21.4%	COM	437076102
ABT	ABBOTT LABS	8,569	$969K	0.2%	$100.49	+12.8%	COM	002824100
CP	CANADIAN PACIFIC KANSAS CITY	12,917	$935K	0.2%	$76.02	+0.5%	COM	13646K108
EFV	ISHARES TR	17,794	$934K	0.2%	$53.04	—	EAFE VALUE ETF	464288877
ACN	ACCENTURE PLC IRELAND	2,590	$911K	0.2%	$320.66	+10.6%	SHS CLASS A	G1151C101
NKE	NIKE INC	11,923	$902K	0.2%	$99.83	-23.4%	CL B	654106103
QUAL	ISHARES TR	4,917	$876K	0.2%	$153.81	—	MSCI USA QLT FCT	46432F339
ITOT	ISHARES TR	6,767	$870K	0.2%	$105.45	—	CORE S&P TTL STK	464287150
EFA	ISHARES TR	11,377	$860K	0.2%	$79.86	—	MSCI EAFE ETF	464287465
ESS	ESSEX PPTY TR INC	2,835	$809K	0.1%	$238.25	+18.5%	COM	297178105
ETHW	BITWISE ETHEREUM ETF	33,710	$808K	0.1%	$23.97	—	SHS	091955104
TECH	BIO-TECHNE CORP	11,172	$805K	0.1%	$72.98	0.0%	COM	09073M104
—	NUVEEN QUALITY MUNCP INCOME	68,935	$804K	0.1%	$11.78	—	COM	67066V101
—	NUVEEN AMT FREE QLTY MUN INC	71,230	$803K	0.1%	$11.39	—	COM	670657105
BKNG	BOOKING HOLDINGS INC	160	$795K	0.1%	$3156.90	+50.9%	COM	09857L108
ETN	EATON CORP PLC	2,363	$784K	0.1%	$263.90	+31.5%	SHS	G29183103
—	ISHARES TR	29,377	$782K	0.1%	$26.51	—	IBONDS DEC 25	46435U432
IBMO	ISHARES TR	30,641	$780K	0.1%	$25.41	—	IBONDS DEC 26	46435U259
IBMP	ISHARES TR	30,875	$776K	0.1%	$25.22	—	IBONDS DEC 27	46435U283
IBMQ	ISHARES TR	30,734	$774K	0.1%	$25.33	—	IBONDS DEC 28	46435U325
LIN	LINDE PLC	1,847	$773K	0.1%	$389.25	+15.3%	SHS	G54950103
IBMR	ISHARES TR	30,873	$771K	0.1%	$25.27	—	IBONDS DEC 2029	46436E163
ADP	AUTOMATIC DATA PROCESSING IN	2,611	$764K	0.1%	$222.04	+29.7%	COM	053015103
SUI	SUN CMNTYS INC	6,112	$752K	0.1%	$121.69	—	COM	866674104
COP	CONOCOPHILLIPS	7,573	$751K	0.1%	$109.58	-6.6%	COM	20825C104
INVH	INVITATION HOMES INC	23,334	$746K	0.1%	$31.74	+0.4%	COM	46187W107
IBMS	ISHARES TR	29,234	$742K	0.1%	$25.36	—	IBONDS DEC 2030	46438G687
BP	BP PLC	24,424	$722K	0.1%	$35.50	—	SPONSORED ADR	055622104
NFLX	NETFLIX INC	798	$711K	0.1%	$56.21	+46.4%	COM	64110L106
KO	COCA COLA CO	11,375	$708K	0.1%	$56.70	+11.3%	COM	191216100
AVLV	AMERICAN CENTY ETF TR	10,404	$695K	0.1%	$66.09	—	US LARGE CAP VLU	025072349
ASML	ASML HOLDING N V	995	$690K	0.1%	$764.22	—	N Y REGISTRY SHS	N07059210
SW	SMURFIT WESTROCK PLC	12,519	$674K	0.1%	$44.74	+10.5%	SHS	G8267P108
PANW	PALO ALTO NETWORKS INC	3,641	$663K	0.1%	$164.03	+15.2%	COM	697435105
VEU	VANGUARD INTL EQUITY INDEX F	11,535	$662K	0.1%	$58.65	—	ALLWRLD EX US	922042775
DEO	DIAGEO PLC	5,174	$658K	0.1%	$143.66	—	SPON ADR NEW	25243Q205
ZTS	ZOETIS INC	4,026	$656K	0.1%	$173.59	+1.6%	CL A	98978V103
TER	TERADYNE INC	5,199	$655K	0.1%	$94.36	+24.8%	COM	880770102
NSC	NORFOLK SOUTHN CORP	2,781	$653K	0.1%	$202.85	+22.5%	COM	655844108
XOM	EXXON MOBIL CORP	6,014	$647K	0.1%	$103.64	+8.4%	COM	30231G102
IRM	IRON MTN INC DEL	6,152	$647K	0.1%	$69.95	+61.2%	COM	46284V101
WY	WEYERHAEUSER CO MTN BE	22,678	$638K	0.1%	$29.80	+0.9%	COM NEW	962166104
C	CITIGROUP INC	9,033	$636K	0.1%	$53.74	+21.6%	COM NEW	172967424
VICI	VICI PPTYS INC	21,377	$624K	0.1%	$27.25	+8.3%	COM	925652109
MDLZ	MONDELEZ INTL INC	10,250	$612K	0.1%	$65.52	-2.9%	CL A	609207105
VTEB	VANGUARD MUN BD FDS	12,127	$608K	0.1%	$51.12	—	TAX EXEMPT BD	922907746
MINT	PIMCO ETF TR	6,025	$605K	0.1%	$100.13	—	ENHAN SHRT MA AC	72201R833
PH	PARKER-HANNIFIN CORP	907	$577K	0.1%	$410.26	+59.7%	COM	701094104
SUB	ISHARES TR	5,439	$574K	0.1%	$105.35	—	SHRT NAT MUN ETF	464288158
SPYD	SPDR SER TR	12,967	$561K	0.1%	$39.30	—	PRTFLO S&P500 HI	78468R788
PNC	PNC FINL SVCS GROUP INC	2,841	$548K	0.1%	$123.22	+53.6%	COM	693475105
MELI	MERCADOLIBRE INC	317	$539K	0.1%	$1441.82	+35.1%	COM	58733R102
IR	INGERSOLL RAND INC	5,937	$537K	0.1%	$87.82	+13.2%	COM	45687V106
SCHG	SCHWAB STRATEGIC TR	18,972	$529K	0.1%	$48.57	—	US LCAP GR ETF	808524300
BUD	ANHEUSER BUSCH INBEV SA/NV	10,502	$526K	0.1%	$62.06	—	SPONSORED ADR	03524A108
CMCSA	COMCAST CORP NEW	14,003	$526K	0.1%	$40.17	-0.5%	CL A	20030N101
CARR	CARRIER GLOBAL CORPORATION	7,691	$525K	0.1%	$51.55	+44.3%	COM	14448C104
RELX	RELX PLC	11,557	$525K	0.1%	$40.65	—	SPONSORED ADR	759530108
SNY	SANOFI	10,758	$519K	0.1%	$51.67	—	SPONSORED ADR	80105N105
PFE	PFIZER INC	19,356	$514K	0.1%	$26.33	-4.6%	COM	717081103
SPGI	S&P GLOBAL INC	1,009	$503K	0.1%	$388.21	+29.6%	COM	78409V104
SHOP	SHOPIFY INC	4,718	$502K	0.1%	$66.33	+46.6%	CL A	82509L107
DE	DEERE & CO	1,179	$500K	0.1%	$365.66	+13.2%	COM	244199105
UI	UBIQUITI INC	1,500	$498K	0.1%	$122.63	+145.5%	COM	90353W103
GLD	SPDR GOLD TR	2,040	$494K	0.1%	$191.17	—	GOLD SHS	78463V107
HYG	ISHARES TR	6,279	$494K	0.1%	$77.50	—	IBOXX HI YD ETF	464288513
LMT	LOCKHEED MARTIN CORP	1,010	$491K	0.1%	$420.53	+25.4%	COM	539830109
PUK	PRUDENTIAL PLC	30,777	$491K	0.1%	$20.54	—	ADR	74435K204
GE	GE AEROSPACE	2,906	$485K	0.1%	$122.63	+44.5%	COM NEW	369604301
SHW	SHERWIN WILLIAMS CO	1,423	$484K	0.1%	$265.91	+39.0%	COM	824348106
DHI	D R HORTON INC	3,433	$480K	0.1%	$121.68	+35.6%	COM	23331A109
PHG	KONINKLIJKE PHILIPS N V	18,886	$478K	0.1%	$22.52	—	NY REGIS SHS NEW	500472303
GSK	GSK PLC	14,009	$474K	0.1%	$37.96	—	SPONSORED ADR	37733W204
ACWI	ISHARES TR	4,032	$474K	0.1%	$101.77	—	MSCI ACWI ETF	464288257
EXR	EXTRA SPACE STORAGE INC	3,163	$473K	0.1%	$142.30	+9.2%	COM	30225T102
INTU	INTUIT	749	$471K	0.1%	$572.66	+10.8%	COM	461202103
ANET	ARISTA NETWORKS INC	4,255	$470K	0.1%	$102.84	0.0%	COM SHS	040413205
BMY	BRISTOL-MYERS SQUIBB CO	8,239	$466K	0.1%	$46.97	+11.9%	COM	110122108
WM	WASTE MGMT INC DEL	2,305	$465K	0.1%	$167.07	+26.4%	COM	94106L109
—	TOTALENERGIES SE	8,367	$456K	0.1%	$67.38	—	SPONSORED ADS	89151E109
UNP	UNION PAC CORP	1,971	$449K	0.1%	$218.02	+5.6%	COM	907818108
ROP	ROPER TECHNOLOGIES INC	864	$449K	0.1%	$508.68	+7.0%	COM	776696106
EMR	EMERSON ELEC CO	3,611	$448K	0.1%	$88.72	+34.1%	COM	291011104
PLTR	PALANTIR TECHNOLOGIES INC	5,889	$445K	0.1%	$22.97	+153.6%	CL A	69608A108
PPL	PPL CORP	13,703	$445K	0.1%	$23.57	+34.5%	COM	69351T106
AJG	GALLAGHER ARTHUR J & CO	1,555	$441K	0.1%	$233.88	+23.2%	COM	363576109
CSX	CSX CORP	13,649	$440K	0.1%	$31.09	+8.3%	COM	126408103
AVUV	AMERICAN CENTY ETF TR	4,517	$436K	0.1%	$95.96	—	US SML CP VALU	025072877
ADI	ANALOG DEVICES INC	2,050	$436K	0.1%	$177.95	+21.8%	COM	032654105
OHI	OMEGA HEALTHCARE INVS INC	11,489	$435K	0.1%	$39.40	—	COM	681936100
CAT	CATERPILLAR INC	1,160	$421K	0.1%	$262.10	+45.6%	COM	149123101
O	REALTY INCOME CORP	7,844	$419K	0.1%	$47.73	+14.2%	COM	756109104
BTI	BRITISH AMERN TOB PLC	11,438	$415K	0.1%	$29.68	—	SPONSORED ADR	110448107
SLQD	ISHARES TR	8,038	$400K	0.1%	$49.34	—	0-5YR INVT GR CP	46434V100
IUSG	ISHARES TR	2,867	$400K	0.1%	$104.10	—	CORE S&P US GWT	464287671
NUE	NUCOR CORP	3,418	$399K	0.1%	$153.29	-8.1%	COM	670346105
UDR	UDR INC	9,088	$395K	0.1%	$38.13	+10.9%	COM	902653104
IWO	ISHARES TR	1,363	$392K	0.1%	$270.30	—	RUS 2000 GRW ETF	464287648
HR	HEALTHCARE RLTY TR	22,659	$384K	0.1%	$16.74	—	CL A COM	42226K105
ELS	EQUITY LIFESTYLE PPTYS INC	5,680	$378K	0.1%	$67.58	—	COM	29472R108
INDA	ISHARES TR	7,007	$369K	0.1%	$52.64	—	MSCI INDIA ETF	46429B598
IEFA	ISHARES TR	5,239	$368K	0.1%	$71.78	—	CORE MSCI EAFE	46432F842
MMYT	MAKEMYTRIP LIMITED MAURITIUS	3,269	$367K	0.1%	$42.15	+154.2%	SHS	V5633W109
RACE	FERRARI N V	859	$365K	0.1%	$391.68	+15.2%	COM	N3167Y103
SCHW	SCHWAB CHARLES CORP	4,921	$364K	0.1%	$64.40	+14.6%	COM	808513105
MCHP	MICROCHIP TECHNOLOGY INC.	6,332	$363K	0.1%	$66.35	0.0%	COM	595017104
PTCT	PTC THERAPEUTICS INC	8,032	$363K	0.1%	$42.80	0.0%	COM	69366J200
APD	AIR PRODS & CHEMS INC	1,232	$357K	0.1%	$255.68	+18.9%	COM	009158106
TEL	TE CONNECTIVITY PLC	2,457	$351K	0.1%	$146.90	-0.1%	ORD SHS	G87052109
USIG	ISHARES TR	6,967	$350K	0.1%	$51.26	—	USD INV GRDE ETF	464288620
IVE	ISHARES TR	1,825	$348K	0.1%	$173.89	—	S&P 500 VAL ETF	464287408
MMM	3M CO	2,677	$346K	0.1%	$75.60	+69.8%	COM	88579Y101
SPYV	SPDR SER TR	6,753	$345K	0.1%	$46.63	—	PRTFLO S&P500 VL	78464A508
BAH	BOOZ ALLEN HAMILTON HLDG COR	2,681	$345K	0.1%	$122.24	+23.2%	CL A	099502106
VCLT	VANGUARD SCOTTSDALE FDS	4,582	$343K	0.1%	$74.78	—	LG-TERM COR BD	92206C813
VST	VISTRA CORP	2,484	$342K	0.1%	$48.74	+182.9%	COM	92840M102
SE	SEA LTD	3,215	$341K	0.1%	$106.10	—	SPONSORD ADS	81141R100
IBN	ICICI BANK LIMITED	11,100	$331K	0.1%	$24.78	—	ADR	45104G104
DIS	DISNEY WALT CO	2,938	$327K	0.1%	$102.55	+0.9%	COM	254687106
KIM	KIMCO RLTY CORP	13,914	$326K	0.1%	$20.89	+9.7%	COM	49446R109
NWG	NATWEST GROUP PLC	31,532	$321K	0.1%	$6.80	—	SPONS ADR	639057207
AON	AON PLC	892	$320K	0.1%	$313.93	+16.4%	SHS CL A	G0403H108
DDOG	DATADOG INC	2,233	$319K	0.1%	$110.39	+24.4%	CL A COM	23804L103
VCSH	VANGUARD SCOTTSDALE FDS	4,074	$318K	0.1%	$77.37	—	SHRT TRM CORP BD	92206C409
MT	ARCELORMITTAL SA LUXEMBOURG	13,583	$314K	0.1%	$26.26	—	NY REGISTRY SH	03938L203
MAGS	LISTED FD TR	5,749	$313K	0.1%	$54.42	—	ROUNDHILL MAGNIF	53656G498
ALLE	ALLEGION PLC	2,388	$312K	0.1%	$125.57	+11.5%	ORD SHS	G0176J109
DPZ	DOMINOS PIZZA INC	740	$311K	0.1%	$492.42	-12.9%	COM	25754A201
PWR	QUANTA SVCS INC	980	$310K	0.1%	$278.24	+15.5%	COM	74762E102
BYD	BOYD GAMING CORP	4,229	$307K	0.1%	$69.39	0.0%	COM	103304101
SYK	STRYKER CORPORATION	850	$306K	0.1%	$337.00	+8.7%	COM	863667101
EOG	EOG RES INC	2,494	$306K	0.1%	$114.48	+7.7%	COM	26875P101
ING	ING GROEP N.V.	19,443	$305K	0.1%	$15.39	—	SPONSORED ADR	456837103
DGRO	ISHARES TR	4,919	$302K	0.1%	$54.07	—	CORE DIV GRWTH	46434V621
ADBE	ADOBE INC	677	$301K	0.1%	$567.79	-12.8%	COM	00724F101
WFC	WELLS FARGO CO NEW	4,234	$297K	0.1%	$54.85	+21.6%	COM	949746101
CVS	CVS HEALTH CORP	6,589	$296K	0.1%	$66.02	-18.7%	COM	126650100
SCHV	SCHWAB STRATEGIC TR	11,257	$293K	0.1%	$47.39	—	US LCAP VA ETF	808524409
WCN	WASTE CONNECTIONS INC	1,659	$285K	0.1%	$141.75	+27.5%	COM	94106B101
HIW	HIGHWOODS PPTYS INC	9,287	$284K	0.0%	$32.57	—	COM	431284108
IJT	ISHARES TR	2,078	$281K	0.0%	$130.44	—	S&P SML 600 GWT	464287887
GDDY	GODADDY INC	1,409	$278K	0.0%	$182.74	0.0%	CL A	380237107
SCHD	SCHWAB STRATEGIC TR	10,035	$274K	0.0%	$43.59	—	US DIVIDEND EQ	808524797
GEV	GE VERNOVA INC	824	$271K	0.0%	$311.89	0.0%	COM	36828A101
BX	BLACKSTONE INC	1,558	$269K	0.0%	$168.78	0.0%	COM	09260D107
MCK	MCKESSON CORP	463	$264K	0.0%	$460.60	+21.0%	COM	58155Q103
DHR	DANAHER CORPORATION	1,149	$264K	0.0%	$236.70	+3.1%	COM	235851102
BLK	BLACKROCK INC	252	$258K	0.0%	$991.05	0.0%	COM	09290D101
HST	HOST HOTELS & RESORTS INC	14,628	$256K	0.0%	$16.09	+3.6%	COM	44107P104
ABNB	AIRBNB INC	1,919	$252K	0.0%	$137.94	-2.3%	COM CL A	009066101
FTNT	FORTINET INC	2,605	$246K	0.0%	$68.31	+30.2%	COM	34959E109
LHX	L3HARRIS TECHNOLOGIES INC	1,152	$242K	0.0%	$224.65	+4.4%	COM	502431109
ILMN	ILLUMINA INC	1,783	$238K	0.0%	$125.01	+13.9%	COM	452327109
—	DESPEGAR COM CORP	12,163	$234K	0.0%	$13.22	—	ORD SHS	G27358103
IGLB	ISHARES TR	4,700	$232K	0.0%	$52.69	—	10+ YR INVST GRD	464289511
MTB	M & T BK CORP	1,203	$226K	0.0%	$159.11	+20.8%	COM	55261F104
IUSB	ISHARES TR	4,978	$225K	0.0%	$45.59	—	CORE TOTAL USD	46434V613
SHEL	SHELL PLC	3,579	$224K	0.0%	$67.37	—	SPON ADS	780259305
COLD	AMERICOLD REALTY TRUST INC	10,448	$224K	0.0%	$21.40	—	COM	03064D108
AVB	AVALONBAY CMNTYS INC	1,009	$222K	0.0%	$216.25	0.0%	COM	053484101
IWD	ISHARES TR	1,198	$222K	0.0%	$166.36	—	RUS 1000 VAL ETF	464287598
APO	APOLLO GLOBAL MGMT INC	1,339	$221K	0.0%	$156.00	0.0%	COM	03769M106
LPLA	LPL FINL HLDGS INC	663	$216K	0.0%	$295.72	0.0%	COM	50212V100
ELV	ELEVANCE HEALTH INC	585	$216K	0.0%	$485.78	-15.8%	COM	036752103
WDAY	WORKDAY INC	834	$215K	0.0%	$236.18	+8.2%	CL A	98138H101
HDV	ISHARES TR	1,907	$214K	0.0%	$110.21	—	CORE HIGH DV ETF	46429B663
VZ	VERIZON COMMUNICATIONS INC	5,345	$214K	0.0%	$31.65	+24.5%	COM	92343V104
GIS	GENERAL MLS INC	3,349	$214K	0.0%	$60.96	+5.1%	COM	370334104
DXCM	DEXCOM INC	2,742	$213K	0.0%	$98.77	-25.0%	COM	252131107
MSCI	MSCI INC	350	$210K	0.0%	$591.72	0.0%	COM	55354G100
MRSH	MARSH & MCLENNAN COS INC	988	$210K	0.0%	$193.87	+12.3%	COM	571748102
TDOC	TELADOC HEALTH INC	23,020	$209K	0.0%	$12.20	-20.8%	COM	87918A105
ESGU	ISHARES TR	1,609	$207K	0.0%	$128.82	—	ESG AWR MSCI USA	46435G425
XLY	SELECT SECTOR SPDR TR	914	$205K	0.0%	$224.35	—	SBI CONS DISCR	81369Y407
XLF	SELECT SECTOR SPDR TR	4,209	$203K	0.0%	$48.33	—	FINANCIAL	81369Y605
RGA	REINSURANCE GRP OF AMERICA I	941	$201K	0.0%	$218.04	0.0%	COM NEW	759351604
GILD	GILEAD SCIENCES INC	2,168	$200K	0.0%	$73.07	+19.1%	COM	375558103
—	SIGMATRON INTL INC	97,111	$173K	0.0%	$3.01	—	COM	82661L101
—	HARBORONE BANCORP INC NEW	12,856	$152K	0.0%	$11.98	—	COM NEW	41165Y100
BBD	BANCO BRADESCO S A	33,825	$64,606	0.0%	$3.20	—	SP ADR PFD NEW	059460303