Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VGSH	VANGUARD SCOTTSDALE FDS	690,209	$40.4M	5.0%	$57.99	—	SHORT TERM TREAS	92206C102
IVW	ISHARES TR	325,789	$36.85M	4.6%	$72.82	—	S&P 500 GRWT ETF	464287309
VCSH	VANGUARD SCOTTSDALE FDS	432,018	$34.25M	4.3%	$76.05	—	SHRT TRM CORP BD	92206C409
IVE	ISHARES TR	135,177	$28.54M	3.6%	$92.07	—	S&P 500 VAL ETF	464287408
VCIT	VANGUARD SCOTTSDALE FDS	295,340	$24.44M	3.0%	$77.16	—	INT-TERM CORP	92206C870
VGIT	VANGUARD SCOTTSDALE FDS	382,976	$22.81M	2.8%	$58.59	—	INTER TERM TREAS	92206C706
AAPL	APPLE INC	89,825	$22.8M	2.8%	$90.95	+189.0%	COM	037833100
VOO	VANGUARD INDEX FDS	37,106	$22.17M	2.8%	$413.97	—	S&P 500 ETF SHS	922908363
MSFT	MICROSOFT CORP	47,908	$17.73M	2.2%	$65.27	+565.9%	COM	594918104
SPYV	SPDR SERIES TRUST	303,396	$17.17M	2.1%	$43.61	—	STATE STREET SPD	78464A508
APA	APA CORPORATION	387,115	$16.43M	2.1%	$25.48	+3.8%	COM	03743Q108
SPYG	SPDR SERIES TRUST	162,313	$15.89M	2.0%	$73.84	—	STATE STREET SPD	78464A409
IJK	ISHARES TR	151,611	$15.26M	1.9%	$93.73	—	S&P MC 400GR ETF	464287606
VMBS	VANGUARD SCOTTSDALE FDS	321,798	$15.11M	1.9%	$46.50	—	MTG-BKD SECS ETF	92206C771
VEA	VANGUARD TAX-MANAGED FDS	233,810	$14.98M	1.9%	$48.84	—	VAN FTSE DEV MKT	921943858
IJJ	ISHARES TR	94,959	$12.58M	1.6%	$102.96	—	S&P MC 400VL ETF	464287705
GLD	SPDR GOLD TR	28,228	$12.15M	1.5%	$173.30	—	GOLD SHS	78463V107
GOOGL	ALPHABET INC	41,635	$11.97M	1.5%	$104.71	+208.8%	CAP STK CL A	02079K305
CTRA	COTERRA ENERGY INC	339,533	$11.93M	1.5%	$24.45	+15.9%	COM	127097103
MRK	MERCK & CO INC	85,346	$10.27M	1.3%	$77.32	+47.8%	COM	58933Y105
AVGO	BROADCOM INC	32,936	$10.19M	1.3%	$141.81	+135.6%	COM	11135F101
T	AT&T INC	349,165	$10.12M	1.3%	$14.77	+74.4%	COM	00206R102
BMY	BRISTOL-MYERS SQUIBB CO	163,607	$9.923M	1.2%	$46.62	+23.2%	COM	110122108
VZ	VERIZON COMMUNICATIONS INC	195,209	$9.799M	1.2%	$33.92	+29.2%	COM	92343V104
CVX	CHEVRON CORPORATION	46,183	$9.555M	1.2%	$129.89	+32.3%	COM	166764100
JNJ	JOHNSON & JOHNSON	38,934	$9.517M	1.2%	$79.53	+186.5%	COM	478160104
MO	ALTRIA GROUP INC	135,454	$8.939M	1.1%	$34.34	+83.5%	COM	02209S103
TFC	TRUIST FINL CORP	187,020	$8.597M	1.1%	$34.31	+49.1%	COM	89832Q109
PFE	PFIZER INC	287,695	$8.078M	1.0%	$24.10	+8.6%	COM	717081103
CVS	CVS HEALTH CORP	106,004	$7.613M	1.0%	$59.66	+30.7%	COM	126650100
DG	DOLLAR GEN CORP	61,218	$7.268M	0.9%	$105.37	+40.2%	COM	256677105
JPM	JPMORGAN CHASE & CO	23,565	$6.932M	0.9%	$83.17	+274.4%	COM	46625H100
EIX	EDISON INTL	91,962	$6.73M	0.8%	$61.44	+5.2%	COM	281020107
CNH	CNH INDL N V	609,188	$6.701M	0.8%	$10.56	+8.1%	SHS	N20944109
KMI	KINDER MORGAN INC DEL	198,734	$6.664M	0.8%	$17.76	+67.5%	COM	49456B101
WEC	WEC ENERGY GROUP INC	56,394	$6.529M	0.8%	$75.00	+46.5%	COM	92939U106
HSY	HERSHEY CO	31,260	$6.499M	0.8%	$167.40	+22.3%	COM	427866108
VWO	VANGUARD INTL EQUITY INDEX F	113,089	$6.112M	0.8%	$46.92	—	FTSE EMR MKT ETF	922042858
LMT	LOCKHEED MARTIN CORP	10,091	$6.099M	0.8%	$370.90	+62.0%	COM	539830109
AMZN	AMAZON COM INC	28,317	$5.898M	0.7%	$118.69	+91.1%	COM	023135106
F	FORD MTR CO	481,092	$5.552M	0.7%	$10.55	+30.2%	COM	345370860
TGT	TARGET CORP	44,758	$5.425M	0.7%	$120.56	-9.4%	COM	87612E106
IVV	ISHARES TR	8,273	$5.404M	0.7%	$232.24	—	CORE S&P500 ETF	464287200
ES	EVERSOURCE ENERGY	73,892	$5.119M	0.6%	$63.31	+10.7%	COM	30040W108
NVDA	NVIDIA CORPORATION	29,131	$5.08M	0.6%	$97.30	+91.8%	COM	67066G104
TXN	TEXAS INSTRS INC	26,067	$5.061M	0.6%	$166.61	+23.8%	COM	882508104
FNF	FIDELITY NATL FINL INC	107,041	$4.965M	0.6%	$38.82	+40.5%	COM SHS	31620R303
UBSI	UNITED BANKSHARES INC WEST V	111,894	$4.635M	0.6%	$37.95	+11.6%	COM	909907107
USB	US BANCORP	88,451	$4.6M	0.6%	$49.52	+14.4%	COM NEW	902973304
SDY	SPDR SERIES TRUST	31,089	$4.537M	0.6%	$102.86	—	STATE STREET SPD	78464A763
PSA	PUBLIC STORAGE OPER CO	16,402	$4.443M	0.6%	$259.27	-0.3%	COM	74460D109
QCOM	QUALCOMM INC	33,816	$4.355M	0.5%	$125.51	+22.6%	COM	747525103
CAG	CONAGRA BRANDS INC	270,174	$4.247M	0.5%	$24.46	-26.3%	COM	205887102
WU	WESTERN UN CO	471,116	$4.113M	0.5%	$12.66	—	COM	959802109
C	CITIGROUP INC	34,143	$3.872M	0.5%	$59.37	+95.7%	COM NEW	172967424
IJS	ISHARES TR	30,588	$3.623M	0.5%	$97.90	—	SP SMCP600VL ETF	464287879
IJT	ISHARES TR	24,419	$3.534M	0.4%	$122.08	—	S&P SML 600 GWT	464287887
TSN	TYSON FOODS INC	54,899	$3.517M	0.4%	$52.85	+17.8%	CL A	902494103
TROW	PRICE T ROWE GROUP INC	37,712	$3.399M	0.4%	$102.23	-1.0%	COM	74144T108
PCAR	PACCAR INC	29,376	$3.393M	0.4%	$110.59	+11.2%	COM	693718108
EFA	ISHARES TR	34,400	$3.341M	0.4%	$70.60	—	MSCI EAFE ETF	464287465
O	REALTY INCOME CORP	54,008	$3.304M	0.4%	$57.17	+0.2%	COM	756109104
VTEB	VANGUARD MUN BD FDS	64,993	$3.243M	0.4%	$50.00	—	TAX EXEMPT BD	922907746
PG	PROCTER & GAMBLE CO	22,224	$3.21M	0.4%	$109.78	+38.3%	COM	742718109
VIRT	VIRTU FINL INC	69,811	$3.07M	0.4%	$18.49	+102.3%	CL A	928254101
DOC	HEALTHPEAK PROPERTIES INC	183,971	$3.023M	0.4%	$16.84	-3.8%	COM	42250P103
SPY	STATE STR SPDR S&P 500 ETF T	4,633	$3.013M	0.4%	$237.94	—	TR UNIT	78462F103
LLY	ELI LILLY & CO	3,175	$2.921M	0.4%	$140.53	+645.1%	COM	532457108
SCHA	SCHWAB STRATEGIC TR	97,894	$2.847M	0.4%	$36.86	—	US SML CAP ETF	808524607
BIL	SPDR SERIES TRUST	30,732	$2.816M	0.4%	$91.62	—	STATE STREET SPD	78468R663
IWO	ISHARES TR	8,262	$2.593M	0.3%	$143.25	—	RUS 2000 GRW ETF	464287648
WTM	WHITE MTNS INS GROUP LTD	1,176	$2.584M	0.3%	$874.10	+141.2%	COM	G9618E107
XLK	SELECT SECTOR SPDR TR	18,934	$2.516M	0.3%	$103.61	—	STATE STREET TEC	81369Y803
PM	PHILIP MORRIS INTL INC	15,065	$2.491M	0.3%	$76.58	+129.7%	COM	718172109
ALLY	ALLY FINL INC	63,055	$2.474M	0.3%	$33.82	+26.3%	COM	02005N100
CSCO	CISCO SYS INC	30,996	$2.405M	0.3%	$36.81	+111.7%	COM	17275R102
UNH	UNITEDHEALTH GROUP INC	8,037	$2.175M	0.3%	$248.05	+24.4%	COM	91324P102
SHYG	ISHARES TR	50,242	$2.126M	0.3%	$43.94	—	0-5YR HI YL CP	46434V407
MDY	STATE STR SPDR S&P MIDCAP 40	3,402	$2.098M	0.3%	$345.36	—	UTSER1 S&PDCRP	78467Y107
XOM	EXXON MOBIL CORP	12,349	$2.095M	0.3%	$74.50	+86.2%	COM	30231G102
KLAC	KLA CORP	1,404	$2.067M	0.3%	$461.43	+216.8%	COM NEW	482480100
IWM	ISHARES TR	8,328	$2.065M	0.3%	$159.39	—	RUSSELL 2000 ETF	464287655
BBY	BEST BUY INC	32,156	$2.064M	0.3%	$70.78	-5.4%	COM	086516101
META	META PLATFORMS INC	3,346	$1.914M	0.2%	$267.01	+145.5%	CL A	30303M102
OEF	ISHARES TR	5,801	$1.845M	0.2%	$302.02	—	S&P 100 ETF	464287101
IJH	ISHARES TR	27,153	$1.834M	0.2%	$77.18	—	CORE S&P MCP ETF	464287507
IWF	ISHARES TR	4,017	$1.713M	0.2%	$141.99	—	RUS 1000 GRW ETF	464287614
KR	KROGER CO	22,769	$1.648M	0.2%	$48.28	+33.8%	COM	501044101
VOT	VANGUARD INDEX FDS	6,393	$1.645M	0.2%	$233.05	—	MCAP GR IDXVIP	922908538
LAMR	LAMAR ADVERTISING CO	12,772	$1.618M	0.2%	$126.62	—	CL A	512816109
D	DOMINION ENERGY INC	25,507	$1.577M	0.2%	$52.40	+17.6%	COM	25746U109
V	VISA INC	5,200	$1.572M	0.2%	$218.87	+50.4%	COM CL A	92826C839
VNQ	VANGUARD INDEX FDS	16,723	$1.483M	0.2%	$80.78	—	REAL ESTATE ETF	922908553
VOE	VANGUARD INDEX FDS	7,809	$1.439M	0.2%	$142.95	—	MCAP VL IDXVIP	922908512
XLV	SELECT SECTOR SPDR TR	9,590	$1.406M	0.2%	$93.89	—	STATE STREET HEA	81369Y209
BK	BANK NEW YORK MELLON CORP	11,844	$1.405M	0.2%	$23.70	+407.0%	COM	064058100
WFC	WELLS FARGO & CO	17,284	$1.376M	0.2%	$43.37	+107.6%	COM	949746101
COST	COSTCO WHOLESALE CORPORATION	1,360	$1.355M	0.2%	$483.17	+99.5%	COM	22160K105
VBR	VANGUARD INDEX FDS	6,216	$1.35M	0.2%	$174.72	—	SM CP VAL ETF	922908611
ASML	ASML HLDG NV	1,008	$1.331M	0.2%	$819.70	—	N Y REGISTRY SHS	N07059210
HD	HOME DEPOT INC	3,984	$1.31M	0.2%	$135.96	+177.3%	COM	437076102
GIS	GENERAL MILLS INC	34,987	$1.302M	0.2%	$46.04	-1.2%	COM	370334104
VBK	VANGUARD INDEX FDS	4,214	$1.274M	0.2%	$244.51	—	SML CP GRW ETF	922908595
EL	LAUDER ESTEE COS INC	16,633	$1.194M	0.1%	$71.44	+56.6%	CL A	518439104
WSM	WILLIAMS SONOMA INC	6,545	$1.193M	0.1%	$76.18	+172.8%	COM	969904101
VTR	VENTAS INC	14,475	$1.184M	0.1%	$42.99	+79.9%	COM	92276F100
TSM	TAIWAN SEMICONDUCTOR MANUFAC	3,411	$1.153M	0.1%	$175.76	—	SPONSORED ADS	874039100
LYB	LYONDELLBASELL INDUSTRIES NV	13,614	$1.097M	0.1%	$57.90	-9.5%	SHS - A -	N53745100
ABBV	ABBVIE INC	4,797	$1.043M	0.1%	$126.91	+75.4%	COM	00287Y109
IVOO	VANGUARD ADMIRAL FDS INC	9,064	$1.036M	0.1%	$97.83	—	MIDCP 400 IDX	921932885
SO	SOUTHERN CO	10,518	$1.015M	0.1%	$44.95	+99.2%	COM	842587107
AMD	ADVANCED MICRO DEVICES INC	4,895	$996K	0.1%	$87.06	+154.7%	COM	007903107
IJR	ISHARES TR	7,871	$978K	0.1%	$94.46	—	CORE S&P SCP ETF	464287804
FLIN	FRANKLIN TEMPLETON ETF TR	29,412	$977K	0.1%	$37.98	—	FRANKLIN INDIA	35473P769
SHW	SHERWIN WILLIAMS CO	3,000	$962K	0.1%	$195.25	+82.0%	COM	824348106
ORCL	ORACLE CORP	6,511	$958K	0.1%	$84.79	+100.0%	COM	68389X105
FTNT	FORTINET INC	11,621	$950K	0.1%	$88.85	-10.0%	COM	34959E109
HII	HUNTINGTON INGALLS INDS INC	2,483	$943K	0.1%	$235.31	+74.4%	COM	446413106
PSTG	EVERPURE INC	15,910	$939K	0.1%	$26.98	+163.0%	CL A	74624M102
AEP	AMERICAN ELEC PWR CO INC	6,951	$911K	0.1%	$73.60	+63.8%	COM	025537101
SYY	SYSCO CORP	12,600	$899K	0.1%	$34.62	+137.5%	COM	871829107
IWD	ISHARES TR	4,165	$890K	0.1%	$87.38	—	RUS 1000 VAL ETF	464287598
USRT	ISHARES TR	14,878	$881K	0.1%	$47.30	—	CRE U S REIT ETF	464288521
PEP	PEPSICO INC	5,632	$875K	0.1%	$78.30	+97.6%	COM	713448108
CBOE	CBOE GLOBAL MKTS INC	3,070	$863K	0.1%	$121.75	+123.4%	COM	12503M108
UNP	UNION PAC CORP	3,550	$861K	0.1%	$145.25	+67.5%	COM	907818108
WMT	WALMART INC	6,740	$838K	0.1%	$51.76	+135.8%	COM	931142103
MRVL	MARVELL TECHNOLOGY INC	8,432	$835K	0.1%	$86.15	-5.9%	COM	573874104
MDLZ	MONDELEZ INTL INC	14,371	$828K	0.1%	$34.48	+68.7%	CL A	609207105
CFG	CITIZENS FINL GROUP INC	13,178	$790K	0.1%	$54.61	+15.6%	COM	174610105
TMO	THERMO FISHER SCIENTIFIC INC	1,586	$780K	0.1%	$557.27	+3.1%	COM	883556102
ALB	ALBEMARLE CORP	4,248	$763K	0.1%	$155.52	+10.1%	COM	012653101
STLD	STEEL DYNAMICS INC	4,148	$747K	0.1%	$111.23	+65.5%	COM	858119100
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$718K	0.1%	$729330.75	+1.5%	CL A	084670108
SYK	STRYKER CORPORATION	2,175	$715K	0.1%	$159.55	+128.6%	COM	863667101
ITOT	ISHARES TR	4,995	$711K	0.1%	$67.89	—	CORE S&P TTL STK	464287150
VTWO	VANGUARD SCOTTSDALE FDS	6,873	$688K	0.1%	$89.33	—	VNG RUS2000IDX	92206C664
MMM	3M CO	4,690	$681K	0.1%	$86.05	+90.5%	COM	88579Y101
ISRG	INTUITIVE SURGICAL INC	1,457	$672K	0.1%	$246.36	+111.5%	COM NEW	46120E602
PANW	PALO ALTO NETWORKS INC	4,150	$665K	0.1%	$135.80	+26.8%	COM	697435105
GOOG	ALPHABET INC	2,240	$643K	0.1%	$105.31	+207.3%	CAP STK CL C	02079K107
IWV	ISHARES TR	1,731	$642K	0.1%	$386.85	—	RUSSELL 3000 ETF	464287689
CAT	CATERPILLAR INC	893	$633K	0.1%	$151.37	+352.1%	COM	149123101
ABT	ABBOTT LABORATORIES	6,151	$632K	0.1%	$82.01	+40.7%	COM	002824100
SLB	SLB LIMITED	12,072	$620K	0.1%	$46.24	+4.5%	COM STK	806857108
MLI	MUELLER INDS INC	5,420	$601K	0.1%	$117.38	+6.0%	COM	624756102
BLK	BLACKROCK INC	604	$581K	0.1%	$990.27	+10.8%	COM	09290D101
EFX	EQUIFAX INC	3,162	$569K	0.1%	$214.62	-4.8%	COM	294429105
COP	CONOCOPHILLIPS	4,205	$555K	0.1%	$81.51	+25.9%	COM	20825C104
CCL	CARNIVAL CORP	21,414	$554K	0.1%	$24.08	+28.9%	COMMON STOCK	143658300
FPE	FIRST TR EXCH TRADED FD III	31,078	$552K	0.1%	$16.70	—	PFD SECS INC ETF	33739E108
CRM	SALESFORCE INC	2,929	$547K	0.1%	$244.39	-11.7%	COM	79466L302
HYMB	SPDR SERIES TRUST	21,924	$544K	0.1%	$24.80	—	STATE STREET SPD	78464A284
NVO	NOVO-NORDISK A S	14,603	$537K	0.1%	$36.75	—	ADR	670100205
VGT	VANGUARD WORLD FD	768	$536K	0.1%	$169.42	—	INF TECH ETF	92204A702
COF	CAPITAL ONE FINL CORP	2,932	$535K	0.1%	$113.13	+97.3%	COM	14040H105
CB	CHUBB LTD SWITZ	1,628	$531K	0.1%	$275.21	+14.9%	COM	H1467J104
APD	AIR PRODUCTS AND CHEMICALS I	1,815	$527K	0.1%	$164.42	+65.1%	COM	009158106
SHM	SPDR SERIES TRUST	10,957	$524K	0.1%	$47.35	—	STATE STREET SPD	78468R739
EMR	EMERSON ELEC CO	3,970	$520K	0.1%	$46.63	+218.4%	COM	291011104
ITM	VANECK ETF TRUST	11,148	$518K	0.1%	$45.87	—	INTRMDT MUNI ETF	92189H201
KHC	KRAFT HEINZ CO	21,900	$493K	0.1%	$29.12	-17.8%	COM	500754106
BRK/B	BERKSHIRE HATHAWAY INC DEL	966	$463K	0.1%	$259.14	+90.4%	CL B NEW	084670702
TAP	MOLSON COORS BEVERAGE CO	10,240	$441K	0.1%	$52.74	-6.2%	CL B	60871R209
CCK	CROWN HLDGS INC	4,318	$433K	0.1%	$98.81	+9.4%	COM	228368106
VRP	INVESCO EXCH TRADED FD TR II	17,511	$420K	0.1%	$25.37	—	VAR RATE PFD	46138G870
XLE	SELECT SECTOR SPDR TR	6,836	$419K	0.1%	$60.63	—	STATE STREET ENE	81369Y506
RTX	RTX CORPORATION	2,150	$415K	0.1%	$76.38	+157.4%	COM	75513E101
CCI	CROWN CASTLE INC	5,085	$413K	0.1%	$90.73	-2.2%	COM	22822V101
IP	INTERNATIONAL PAPER CO	11,500	$411K	0.1%	$38.08	+15.0%	COM	460146103
VEEV	VEEVA SYS INC	2,293	$403K	0.1%	$185.00	+10.2%	CL A COM	922475108
MU	MICRON TECHNOLOGY INC	1,152	$389K	0.0%	$127.82	+202.8%	COM	595112103
SUB	ISHARES TR	3,631	$387K	0.0%	$106.50	—	SHRT NAT MUN ETF	464288158
PINS	PINTEREST INC	21,008	$385K	0.0%	$32.12	-30.8%	CL A	72352L106
NOC	NORTHROP GRUMMAN CORP	563	$384K	0.0%	$302.22	+122.9%	COM	666807102
SHV	ISHARES TR	3,423	$378K	0.0%	$110.48	—	TRUST ISHARE 0-1	464288679
FBIZ	FIRST BUSINESS FINL SVCS INC	6,772	$365K	0.0%	$31.77	+78.7%	COM	319390100
DHR	DANAHER CORP DEL	1,877	$356K	0.0%	$224.41	+0.1%	COM	235851102
IBM	INTERNATIONAL BUSINESS MACHS	1,454	$352K	0.0%	$283.93	0.0%	COM	459200101
VRT	VERTIV HOLDINGS CO	1,394	$349K	0.0%	$199.85	0.0%	COM CL A	92537N108
BBWI	BATH & BODY WORKS INC	18,612	$347K	0.0%	$37.30	-39.9%	COM	070830104
EOG	EOG RES INC	2,226	$322K	0.0%	$112.96	-0.7%	COM	26875P101
KMX	CARMAX INC	7,682	$319K	0.0%	$70.58	-36.4%	COM	143130102
AON	AON PLC	984	$318K	0.0%	$361.49	-7.0%	SHS CL A	G0403H108
BSX	BOSTON SCIENTIFIC CORP	5,045	$317K	0.0%	$47.13	+82.1%	COM	101137107
IXC	ISHARES TR	5,487	$316K	0.0%	$37.76	—	GLOBAL ENERG ETF	464287341
GE	GE AEROSPACE	1,087	$308K	0.0%	$50.74	+527.1%	COM NEW	369604301
XLF	SELECT SECTOR SPDR TR	6,014	$297K	0.0%	$31.97	—	STATE STREET FIN	81369Y605
IWR	ISHARES TR	3,028	$294K	0.0%	$67.45	—	RUS MID CAP ETF	464287499
SAN	BANCO SANTANDER SA	26,100	$294K	0.0%	$4.14	—	ADR	05964H105
BAC	BANK AMERICA CORP	6,019	$293K	0.0%	$32.55	+64.9%	COM	060505104
EEM	ISHARES TR	5,100	$290K	0.0%	$40.21	—	MSCI EMG MKT ETF	464287234
VIOO	VANGUARD ADMIRAL FDS INC	2,508	$288K	0.0%	$97.10	—	SMLLCP 600 IDX	921932828
VTI	VANGUARD INDEX FDS	867	$278K	0.0%	$223.23	—	TOTAL STK MKT	922908769
PLTR	PALANTIR TECHNOLOGIES INC	1,836	$269K	0.0%	$66.50	+131.8%	CL A	69608A108
MS	MORGAN STANLEY	1,598	$263K	0.0%	$48.61	+269.6%	COM NEW	617446448
PFXF	VANECK ETF TRUST	14,890	$261K	0.0%	$20.53	—	PREFERRED SECURT	92189F429
DE	DEERE & CO	455	$256K	0.0%	$461.52	+19.5%	COM	244199105
INTC	INTEL CORP	5,675	$250K	0.0%	$31.35	+48.1%	COM	458140100
QQQ	INVESCO QQQ TR	427	$246K	0.0%	$577.18	—	UNIT SER 1	46090E103
GEV	GE VERNOVA INC	282	$246K	0.0%	$736.93	0.0%	COM	36828A101
XLU	SELECT SECTOR SPDR TR	5,286	$243K	0.0%	$50.94	—	STATE STREET UTI	81369Y886
IWN	ISHARES TR	1,240	$235K	0.0%	$157.02	—	RUS 2000 VAL ETF	464287630
ADP	AUTOMATIC DATA PROCESSING IN	1,100	$223K	0.0%	$231.16	+4.2%	COM	053015103
TOL	TOLL BROTHERS INC	1,585	$216K	0.0%	$130.53	+14.9%	COM	889478103
NI	NISOURCE INC	4,601	$215K	0.0%	$24.74	+77.8%	COM	65473P105