Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	86,348	$21.91M	4.8%	$144.25	+82.2%	COM	037833100
EFA	ISHARES TR	196,663	$19.1M	4.2%	$79.32	—	MSCI EAFE ETF	464287465
VUG	VANGUARD INDEX FDS	42,177	$18.42M	4.1%	$291.60	—	GROWTH ETF	922908736
VB	VANGUARD INDEX FDS	65,524	$17.16M	3.8%	$202.13	—	SMALL CP ETF	922908751
SPY	STATE STR SPDR S&P 500 ETF T	25,909	$16.85M	3.7%	$460.78	—	TR UNIT	78462F103
VO	VANGUARD INDEX FDS	47,854	$13.74M	3.0%	$215.51	—	MID CAP ETF	922908629
MSFT	MICROSOFT CORP	35,827	$13.26M	2.9%	$262.65	+65.5%	COM	594918104
CAT	CATERPILLAR INC	17,590	$12.46M	2.7%	$199.02	+243.9%	COM	149123101
EEM	ISHARES TR	197,635	$11.22M	2.5%	$45.48	—	MSCI EMG MKT ETF	464287234
GOOGL	ALPHABET INC	32,744	$9.416M	2.1%	$120.21	+168.9%	CAP STK CL A	02079K305
SGOV	ISHARES TR	90,700	$9.13M	2.0%	$100.45	—	0-3 MNTH TREASRY	46436E718
AMZN	AMAZON COM INC	43,607	$9.082M	2.0%	$133.89	+69.4%	COM	023135106
VTV	VANGUARD INDEX FDS	44,151	$8.662M	1.9%	$168.81	—	VALUE ETF	922908744
SDY	SPDR SERIES TRUST	49,715	$7.255M	1.6%	$119.68	—	STATE STREET SPD	78464A763
XOM	EXXON MOBIL CORP	41,512	$7.043M	1.5%	$87.95	+57.8%	COM	30231G102
WMT	WALMART INC	54,359	$6.756M	1.5%	$52.85	+130.9%	COM	931142103
VTI	VANGUARD INDEX FDS	20,096	$6.447M	1.4%	$281.94	—	TOTAL STK MKT	922908769
META	META PLATFORMS INC	10,970	$6.276M	1.4%	$285.09	+129.9%	CL A	30303M102
JNJ	JOHNSON & JOHNSON	25,486	$6.23M	1.4%	$159.42	+42.9%	COM	478160104
GLD	SPDR GOLD TR	14,057	$6.049M	1.3%	$187.82	—	GOLD SHS	78463V107
PXH	INVESCO EXCH TRADED FD TR II	215,564	$5.801M	1.3%	$19.15	—	RAFI EMRGNG MRKT	46138E727
IWV	ISHARES TR	15,294	$5.669M	1.2%	$249.28	—	RUSSELL 3000 ETF	464287689
SHY	ISHARES TR	63,163	$5.215M	1.1%	$82.73	—	1 3 YR TREAS BD	464287457
JPM	JPMORGAN CHASE & CO	17,397	$5.118M	1.1%	$122.98	+153.2%	COM	46625H100
HD	HOME DEPOT INC	14,948	$4.916M	1.1%	$278.01	+35.6%	COM	437076102
QUAL	ISHARES TR	23,680	$4.542M	1.0%	$124.36	—	MSCI USA QLT FCT	46432F339
DGRW	WISDOMTREE TR	48,627	$4.271M	0.9%	$61.33	—	US QTLY DIV GRT	97717X669
COST	COSTCO WHOLESALE CORPORATION	4,025	$4.011M	0.9%	$554.18	+73.9%	COM	22160K105
V	VISA INC	13,151	$3.975M	0.9%	$195.15	+68.7%	COM CL A	92826C839
VCIT	VANGUARD SCOTTSDALE FDS	47,207	$3.906M	0.9%	$82.10	—	INT-TERM CORP	92206C870
FLRN	SPDR SERIES TRUST	126,185	$3.884M	0.9%	$30.36	—	STATE STREET SPD	78468R200
LLY	ELI LILLY & CO	4,080	$3.753M	0.8%	$437.61	+139.3%	COM	532457108
GDX	VANECK ETF TRUST	37,409	$3.433M	0.8%	$29.68	—	GOLD MINERS ETF	92189F106
MRK	MERCK & CO INC	25,532	$3.071M	0.7%	$81.93	+39.5%	COM	58933Y105
ACWI	ISHARES TR	22,077	$3.055M	0.7%	$94.92	—	MSCI ACWI ETF	464288257
PG	PROCTER & GAMBLE CO	20,390	$2.945M	0.6%	$139.07	+9.1%	COM	742718109
WM	WASTE MGMT INC DEL	12,349	$2.838M	0.6%	$167.60	+34.9%	COM	94106L109
IBM	INTERNATIONAL BUSINESS MACHS	11,437	$2.772M	0.6%	$123.00	+130.8%	COM	459200101
USMV	ISHARES TR	29,299	$2.717M	0.6%	$72.12	—	MSCI USA MIN VOL	46429B697
AGG	ISHARES TR	27,057	$2.686M	0.6%	$99.78	—	CORE US AGGBD ET	464287226
IGSB	ISHARES TR	50,712	$2.665M	0.6%	$52.71	—	ISHS 1-5YR INVS	464288646
ABBV	ABBVIE INC	12,230	$2.66M	0.6%	$135.71	+64.0%	COM	00287Y109
CB	CHUBB LTD SWITZ	7,422	$2.419M	0.5%	$198.53	+59.3%	COM	H1467J104
VWO	VANGUARD INTL EQUITY INDEX F	44,556	$2.408M	0.5%	$43.13	—	FTSE EMR MKT ETF	922042858
TMO	THERMO FISHER SCIENTIFIC INC	4,896	$2.407M	0.5%	$541.49	+6.1%	COM	883556102
TJX	TJX COS INC NEW	14,450	$2.308M	0.5%	$72.50	+112.7%	COM	872540109
PEP	PEPSICO INC	14,494	$2.251M	0.5%	$150.05	+3.1%	COM	713448108
VOO	VANGUARD INDEX FDS	3,707	$2.215M	0.5%	$369.94	—	S&P 500 ETF SHS	922908363
RTX	RTX CORPORATION	10,607	$2.046M	0.4%	$91.26	+115.5%	COM	75513E101
QQQ	INVESCO QQQ TR	3,526	$2.035M	0.4%	$450.92	—	UNIT SER 1	46090E103
CVX	CHEVRON CORPORATION	9,609	$1.988M	0.4%	$143.63	+19.7%	COM	166764100
VEA	VANGUARD TAX-MANAGED FDS	31,000	$1.986M	0.4%	$43.77	—	VAN FTSE DEV MKT	921943858
BTC	GRAYSCALE BITCOIN MINI TR ET	63,702	$1.91M	0.4%	$37.94	—	SHS NEW	389930207
ABT	ABBOTT LABORATORIES	18,306	$1.879M	0.4%	$107.57	+7.3%	COM	002824100
ETH	GRAYSCALE ETHEREUM STAKING	94,302	$1.873M	0.4%	$24.59	—	SHS NEW	38964R203
GE	GE AEROSPACE	6,506	$1.846M	0.4%	$52.42	+507.0%	COM NEW	369604301
MCD	MCDONALDS CORP	5,804	$1.804M	0.4%	$235.28	+34.8%	COM	580135101
VCSH	VANGUARD SCOTTSDALE FDS	22,687	$1.798M	0.4%	$76.24	—	SHRT TRM CORP BD	92206C409
IDXX	IDEXX LABS INC	3,189	$1.792M	0.4%	$416.42	+61.0%	COM	45168D104
VTIP	VANGUARD MALVERN FDS	35,802	$1.788M	0.4%	$49.42	—	STRM INFPROIDX	922020805
XLE	SELECT SECTOR SPDR TR	28,748	$1.761M	0.4%	$64.50	—	STATE STREET ENE	81369Y506
JPST	J P MORGAN EXCHANGE TRADED F	34,615	$1.752M	0.4%	$50.21	—	ULTRA SHRT ETF	46641Q837
GEV	GE VERNOVA INC	1,849	$1.614M	0.4%	$158.10	+366.1%	COM	36828A101
JMST	J P MORGAN EXCHANGE TRADED F	31,470	$1.604M	0.4%	$50.97	—	ULTRA SHT MUNCPL	46641Q654
PXF	INVESCO EXCH TRADED FD TR II	22,932	$1.603M	0.4%	$42.30	—	RAFI DVLPD MRKTS	46138E743
ITW	ILLINOIS TOOL WKS INC	6,098	$1.587M	0.3%	$186.49	+46.5%	COM	452308109
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,220	$1.543M	0.3%	$298.73	+65.2%	CL B NEW	084670702
ADP	AUTOMATIC DATA PROCESSING IN	7,587	$1.542M	0.3%	$217.63	+10.7%	COM	053015103
BLK	BLACKROCK INC	1,583	$1.522M	0.3%	$990.14	+10.8%	COM	09290D101
VEU	VANGUARD INTL EQUITY INDEX F	19,547	$1.468M	0.3%	$51.96	—	ALLWRLD EX US	922042775
VIG	VANGUARD SPECIALIZED FUNDS	6,735	$1.448M	0.3%	$148.21	—	DIV APP ETF	921908844
NVDA	NVIDIA CORPORATION	8,286	$1.445M	0.3%	$99.53	+87.5%	COM	67066G104
IEFA	ISHARES TR	15,639	$1.416M	0.3%	$77.95	—	CORE MSCI EAFE	46432F842
GOOG	ALPHABET INC	4,877	$1.399M	0.3%	$126.12	+156.6%	CAP STK CL C	02079K107
BSV	VANGUARD BD INDEX FDS	17,026	$1.335M	0.3%	$76.55	—	SHORT TRM BOND	921937827
NEE	NEXTERA ENERGY INC	14,114	$1.311M	0.3%	$70.06	+24.4%	COM	65339F101
AVGO	BROADCOM INC	4,102	$1.27M	0.3%	$176.95	+88.9%	COM	11135F101
TXN	TEXAS INSTRS INC	6,488	$1.26M	0.3%	$154.41	+33.6%	COM	882508104
UNP	UNION PAC CORP	5,080	$1.233M	0.3%	$211.31	+15.2%	COM	907818108
KLAC	KLA CORP	824	$1.213M	0.3%	$775.08	+88.6%	COM NEW	482480100
CSCO	CISCO SYS INC	15,559	$1.207M	0.3%	$42.92	+81.5%	COM	17275R102
RSP	INVESCO EXCHANGE TRADED FD T	6,158	$1.182M	0.3%	$159.43	—	S&P500 EQL WGT	46137V357
CL	COLGATE PALMOLIVE CO	13,675	$1.166M	0.3%	$72.08	+23.1%	COM	194162103
CTA	SIMPLIFY EXCHANGE TRADED FUN	38,506	$1.164M	0.3%	$27.35	—	MANAGED FUTURES	82889N699
LIN	LINDE PLC	2,334	$1.157M	0.3%	$349.47	+31.6%	SHS	G54950103
FBTC	FIDELITY WISE ORIGIN BITCOIN	19,148	$1.13M	0.2%	$64.69	—	SHS	315948109
AEM	AGNICO EAGLE MINES LTD	5,540	$1.125M	0.2%	$48.75	+322.6%	COM	008474108
INDB	INDEPENDENT BK CORP MASS	14,872	$1.119M	0.2%	$68.92	+16.0%	COM	453836108
UBER	UBER TECHNOLOGIES INC	14,931	$1.074M	0.2%	$76.39	+3.0%	COM	90353T100
MUB	ISHARES TR	10,080	$1.07M	0.2%	$106.76	—	NATIONAL MUN ETF	464288414
LOW	LOWES COS INC	4,484	$1.059M	0.2%	$183.87	+47.7%	COM	548661107
RKLB	ROCKET LAB CORP	16,476	$1.058M	0.2%	$24.48	+223.9%	COM	773121108
ACWX	ISHARES TR	15,436	$1.057M	0.2%	$57.29	—	MSCI ACWI EX US	464288240
MCK	MCKESSON CORP	1,208	$1.045M	0.2%	$314.09	+178.7%	COM	58155Q103
VGK	VANGUARD INTL EQUITY INDEX F	12,500	$1.03M	0.2%	$51.97	—	FTSE EUROPE ETF	922042874
ACN	ACCENTURE PLC IRELAND	5,173	$1.026M	0.2%	$270.58	-6.4%	SHS CLASS A	G1151C101
XLK	SELECT SECTOR SPDR TR	7,590	$1.009M	0.2%	$137.78	—	STATE STREET TEC	81369Y803
MA	MASTERCARD INCORPORATED	1,939	$969K	0.2%	$421.31	+27.9%	CL A	57636Q104
KOD	KODIAK SCIENCES INC	25,000	$953K	0.2%	$5.44	+367.6%	COM	50015M109
KO	COCA COLA CO	12,169	$925K	0.2%	$56.81	+31.6%	COM	191216100
AZN	ASTRAZENECA PLC	4,561	$900K	0.2%	$190.39	0.0%	ORD	G0593M107
VXF	VANGUARD INDEX FDS	4,369	$899K	0.2%	$181.99	—	EXTEND MKT ETF	922908652
NFLX	NETFLIX INC.	9,290	$893K	0.2%	$101.98	-17.8%	COM	64110L106
GDLC	GRAYSCALE COINDESK CRYPTO	27,745	$865K	0.2%	$40.18	—	USD SHS	G40705108
PFE	PFIZER INC	29,837	$838K	0.2%	$40.59	-35.5%	COM	717081103
NOW	SERVICENOW INC	7,936	$830K	0.2%	$121.19	0.0%	COM	81762P102
KKR	KKR & CO INC	8,864	$820K	0.2%	$53.65	+113.9%	COM	48251W104
EMR	EMERSON ELEC CO	6,186	$810K	0.2%	$83.16	+78.5%	COM	291011104
MMM	3M CO	5,563	$808K	0.2%	$104.81	+56.4%	COM	88579Y101
TRV	TRAVELERS COMPANIES INC	2,658	$775K	0.2%	$183.78	+57.0%	COM	89417E109
CI	THE CIGNA GROUP	2,777	$741K	0.2%	$244.05	+15.0%	COM	125523100
SHEL	SHELL PLC	7,962	$740K	0.2%	$58.69	—	SPON ADS	780259305
ETN	EATON CORP PLC	2,035	$728K	0.2%	$260.99	+35.5%	SHS	G29183103
GBTC	GRAYSCALE BITCOIN TRUST ETF	13,720	$724K	0.2%	$62.87	—	SHS REP COM UT	389637109
DIS	DISNEY WALT CO	7,314	$705K	0.2%	$102.65	+6.6%	COM	254687106
MNST	MONSTER BEVERAGE CORP NEW	9,700	$703K	0.2%	$47.67	+69.1%	COM	61174X109
HON	HONEYWELL INTL INC	3,072	$694K	0.2%	$166.82	+35.4%	COM	438516106
SUSL	ISHARES TR	6,051	$687K	0.2%	$94.09	—	ESG MSCI LEADR	46435U218
TMUS	T-MOBILE US INC	3,265	$686K	0.2%	$135.84	+47.4%	COM	872590104
TTE	TOTALENERGIES SE	7,439	$680K	0.1%	$63.23	+13.1%	ACT	F92124100
AXSM	AXSOME THERAPEUTICS INC.	4,000	$676K	0.1%	$59.77	+201.6%	COM	05464T104
BMY	BRISTOL-MYERS SQUIBB CO	10,803	$655K	0.1%	$64.97	-11.6%	COM	110122108
WSM	WILLIAMS SONOMA INC	3,583	$653K	0.1%	$140.63	+47.8%	COM	969904101
XLF	SELECT SECTOR SPDR TR	13,212	$652K	0.1%	$39.35	—	STATE STREET FIN	81369Y605
XLV	SELECT SECTOR SPDR TR	4,444	$652K	0.1%	$130.69	—	STATE STREET HEA	81369Y209
IVV	ISHARES TR	992	$648K	0.1%	$496.36	—	CORE S&P500 ETF	464287200
MRSH	MARSH & MCLENNAN COS INC	3,713	$644K	0.1%	$153.76	+18.0%	COM	571748102
AXP	AMERICAN EXPRESS CO	2,098	$635K	0.1%	$161.46	+120.6%	COM	025816109
PTC	PTC INC	4,395	$626K	0.1%	$160.93	0.0%	COM	69370C100
SHV	ISHARES TR	5,609	$619K	0.1%	$110.12	—	TRUST ISHARE 0-1	464288679
STT	STATE STR CORP	4,779	$605K	0.1%	$63.58	+104.9%	COM	857477103
IAU	ISHARES GOLD TR	6,860	$605K	0.1%	$44.59	—	ISHARES NEW	464285204
HUBB	HUBBELL INC	1,206	$592K	0.1%	$377.50	+31.2%	COM	443510607
MDLZ	MONDELEZ INTL INC	9,911	$571K	0.1%	$61.07	-4.8%	CL A	609207105
ORCL	ORACLE CORP	3,846	$566K	0.1%	$118.03	+43.7%	COM	68389X105
BND	VANGUARD BD INDEX FDS	7,677	$565K	0.1%	$74.70	—	TOTAL BND MRKT	921937835
ETHE	GRAYSCALE ETHEREUM STAKING E	32,977	$563K	0.1%	$21.96	—	SHS	389638107
GS	GOLDMAN SACHS GROUP INC	644	$545K	0.1%	$297.04	+214.0%	COM	38141G104
PSX	PHILLIPS 66	2,973	$542K	0.1%	$88.07	+67.0%	COM	718546104
LRCX	LAM RESEARCH CORP	2,510	$536K	0.1%	$74.98	+201.3%	COM NEW	512807306
IEMG	ISHARES INC	7,673	$535K	0.1%	$57.41	—	CORE MSCI EMKT	46434G103
FDX	FEDEX CORP	1,500	$534K	0.1%	$197.41	+71.7%	COM	31428X106
EFAV	ISHARES TR	5,840	$534K	0.1%	$66.18	—	MSCI EAFE MIN VL	46429B689
ISRG	INTUITIVE SURGICAL INC	1,139	$525K	0.1%	$531.72	-2.0%	COM NEW	46120E602
IWF	ISHARES TR	1,205	$514K	0.1%	$218.58	—	RUS 1000 GRW ETF	464287614
CRM	SALESFORCE INC	2,729	$509K	0.1%	$270.73	-20.3%	COM	79466L302
FTSM	FIRST TR EXCHANGE-TRADED FD	8,500	$508K	0.1%	$59.34	—	FIRST TR ENH NEW	33739Q408
RNR	RENAISSANCERE HLDGS LTD	1,678	$499K	0.1%	$151.33	+89.3%	COM	G7496G103
INTC	INTEL CORP	11,131	$491K	0.1%	$40.34	+15.1%	COM	458140100
COP	CONOCOPHILLIPS	3,709	$490K	0.1%	$97.32	+5.5%	COM	20825C104
AMP	AMERIPRISE FINL INC	1,081	$480K	0.1%	$426.54	+17.3%	COM	03076C106
IJH	ISHARES TR	7,071	$478K	0.1%	$61.52	—	CORE S&P MCP ETF	464287507
HIG	HARTFORD INSURANCE GROUP INC	3,456	$467K	0.1%	$65.15	+109.9%	COM	416515104
TDIV	FIRST TR EXCHANGE TRADED FD	4,975	$466K	0.1%	$80.30	—	NASD TECH DIV	33738R118
VGSH	VANGUARD SCOTTSDALE FDS	7,890	$462K	0.1%	$58.24	—	SHORT TERM TREAS	92206C102
KOMP	SPDR SERIES TRUST	7,890	$461K	0.1%	$56.59	—	STATE STREET SPD	78468R648
ORLY	OREILLY AUTOMOTIVE INC	4,965	$458K	0.1%	$87.97	+8.0%	COM	67103H107
LMT	LOCKHEED MARTIN CORP	748	$452K	0.1%	$449.41	+33.7%	COM	539830109
EEMV	ISHARES INC	6,887	$446K	0.1%	$55.13	—	MSCI EMERG MRKT	464286533
NXPI	NXP SEMICONDUCTORS N V	2,182	$430K	0.1%	$165.87	+41.3%	COM	N6596X109
DHR	DANAHER CORP DEL	2,257	$428K	0.1%	$224.51	+0.1%	COM	235851102
UNM	UNUM GROUP	5,736	$419K	0.1%	$54.30	+39.1%	COM	91529Y106
PH	PARKER-HANNIFIN CORP	464	$415K	0.1%	$648.59	+47.7%	COM	701094104
VGIT	VANGUARD SCOTTSDALE FDS	6,956	$414K	0.1%	$59.39	—	INTER TERM TREAS	92206C706
ECL	ECOLAB INC	1,549	$412K	0.1%	$173.27	+65.2%	COM	278865100
PI	IMPINJ INC	4,000	$411K	0.1%	$50.23	+202.6%	COM	453204109
ARES	ARES MANAGEMENT CORPORATION	3,726	$407K	0.1%	$139.75	+6.3%	CL A COM STK	03990B101
BABA	ALIBABA GROUP HLDG LTD	3,175	$398K	0.1%	$124.42	—	SPONSORED ADS	01609W102
CEG	CONSTELLATION ENERGY CORP	1,399	$391K	0.1%	$155.02	+94.3%	COM	21037T109
NUE	NUCOR CORP	2,305	$390K	0.1%	$127.33	+40.1%	COM	670346105
IEI	ISHARES TR	3,238	$384K	0.1%	$113.86	—	3 7 YR TREAS BD	464288661
TAN	INVESCO EXCH TRADED FD TR II	6,850	$382K	0.1%	$55.71	—	SOLAR ETF	46138G706
AFL	AFLAC INC	3,362	$369K	0.1%	$98.75	+12.6%	COM	001055102
URI	UNITED RENTALS INC	500	$364K	0.1%	$381.19	+131.6%	COM	911363109
RSG	REPUBLIC SVCS INC	1,650	$361K	0.1%	$208.21	+4.0%	COM	760759100
XBI	SPDR SERIES TRUST	2,760	$353K	0.1%	$93.44	—	STATE STREET SPD	78464A870
RPG	INVESCO EXCHANGE TRADED FD T	7,540	$352K	0.1%	$55.15	—	S&P500 PUR GWT	46137V266
WMB	WILLIAMS COS INC	4,837	$352K	0.1%	$43.18	+53.7%	COM	969457100
XYL	XYLEM INC	2,800	$335K	0.1%	$104.98	+30.0%	COM	98419M100
QARP	DBX ETF TR	5,627	$332K	0.1%	$36.95	—	XTRCKR RUSL 1000	233051242
EASG	DBX ETF TR	9,185	$323K	0.1%	$31.26	—	XTRACKERS MSCI	233051218
XLY	SELECT SECTOR SPDR TR	2,930	$319K	0.1%	$136.71	—	STATE STREET CON	81369Y407
AMGN	AMGEN INC	898	$316K	0.1%	$313.17	+11.7%	COM	031162100
DELL	DELL TECHNOLOGIES INC	1,881	$309K	0.1%	$101.32	+17.5%	CL C	24703L202
XNTK	SPDR SERIES TRUST	1,200	$306K	0.1%	$102.86	—	STATE STREET SPD	78464A102
TTMI	TTM TECHNOLOGIES INC	3,128	$305K	0.1%	$65.27	+43.1%	COM	87305R109
IJR	ISHARES TR	2,446	$304K	0.1%	$106.13	—	CORE S&P SCP ETF	464287804
MELI	MERCADOLIBRE INC	175	$303K	0.1%	$1578.70	+30.9%	COM	58733R102
ALL	ALLSTATE CORP	1,443	$299K	0.1%	$125.43	+61.8%	COM	020002101
SNPS	SYNOPSYS INC	748	$297K	0.1%	$471.68	0.0%	COM	871607107
IGM	ISHARES TR	2,500	$296K	0.1%	$120.80	—	EXPND TEC SC ETF	464287549
CHD	CHURCH & DWIGHT CO INC	3,102	$289K	0.1%	$94.53	+0.3%	COM	171340102
CHKP	CHECK POINT SOFTWARE TECH LT	2,023	$289K	0.1%	$142.65	+23.7%	ORD	M22465104
PWR	QUANTA SVCS INC	521	$286K	0.1%	$391.52	+24.2%	COM	74762E102
HXL	HEXCEL CORP NEW	3,500	$283K	0.1%	$61.40	+37.4%	COM	428291108
MS	MORGAN STANLEY	1,707	$281K	0.1%	$120.96	+48.5%	COM NEW	617446448
VRTX	VERTEX PHARMACEUTICALS INC	605	$270K	0.1%	$466.00	+0.3%	COM	92532F100
LDEM	ISHARES TR	4,630	$268K	0.1%	$44.04	—	ESG MSCI EM LDRS	46436E601
SHW	SHERWIN WILLIAMS CO	821	$263K	0.1%	$235.90	+50.6%	COM	824348106
AEP	AMERICAN ELEC PWR CO INC	2,000	$262K	0.1%	$98.44	+22.5%	COM	025537101
XLU	SELECT SECTOR SPDR TR	5,498	$252K	0.1%	$57.84	—	STATE STREET UTI	81369Y886
CMI	CUMMINS INC	465	$250K	0.1%	$466.32	+23.4%	COM	231021106
SYK	STRYKER CORPORATION	760	$250K	0.1%	$287.48	+26.9%	COM	863667101
XLC	SELECT SECTOR SPDR TR	2,209	$245K	0.1%	$90.40	—	STATE STREET COM	81369Y852
TXT	TEXTRON INC	2,771	$243K	0.1%	$74.34	+26.5%	COM	883203101
CRS	CARPENTER TECHNOLOGY CORP	614	$242K	0.1%	$349.30	0.0%	COM	144285103
CPSH	CPS TECHNOLOGIES CORP	63,900	$239K	0.1%	$3.92	+21.2%	COM	12619F104
ROK	ROCKWELL AUTOMATION INC	660	$237K	0.1%	$282.18	+45.4%	COM	773903109
MO	ALTRIA GROUP INC	3,570	$236K	0.1%	$45.53	+38.5%	COM	02209S103
BWXT	BWX TECHNOLOGIES INC	1,142	$234K	0.1%	$202.99	0.0%	COM	05605H100
CCI	CROWN CASTLE INC	2,829	$230K	0.1%	$97.73	-9.2%	COM	22822V101
TSLA	TESLA INC	614	$228K	0.1%	$443.29	-3.9%	COM	88160R101
KMB	KIMBERLY-CLARK CORP	2,296	$221K	0.0%	$116.38	-11.4%	COM	494368103
COR	CENCORA INC	700	$220K	0.0%	$340.62	+3.7%	COM	03073E105
SLB	SLB LIMITED	4,249	$218K	0.0%	$48.30	0.0%	COM STK	806857108
CPNG	COUPANG INC	11,520	$217K	0.0%	$23.51	-15.5%	CL A	22266T109
CTVA	CORTEVA INC	2,590	$217K	0.0%	$72.77	0.0%	COM	22052L104
WFC	WELLS FARGO & CO	2,700	$215K	0.0%	$71.86	+25.3%	COM	949746101
CARR	CARRIER GLOBAL CORPORATION	3,760	$212K	0.0%	$59.66	0.0%	COM	14448C104
VGT	VANGUARD WORLD FD	300	$209K	0.0%	$746.63	—	INF TECH ETF	92204A702
BDYN	BLACKROCK ETF TRUST	8,590	$209K	0.0%	$25.31	—	DYNAMIC EQTY ACT	09290C723
DE	DEERE & CO	364	$205K	0.0%	$551.35	0.0%	COM	244199105
TOST	TOAST INC	7,710	$204K	0.0%	$20.97	+47.9%	CL A	888787108
FSK	FS KKR CAP CORP	14,890	$152K	0.0%	$12.39	+11.4%	COM	302635206
VSTM	VERASTEM INC	26,249	$139K	0.0%	$6.46	+0.2%	COM NEW	92337C203
RDW	REDWIRE CORPORATION	10,000	$85,000	0.0%	$10.17	0.0%	COM	75776W103
GSOL	GRAYSCALE SOLANA STAKING ETF	13,450	$82,449	0.0%	$8.66	—	SHS	38965D104
NIO	NIO INC	10,000	$60,300	0.0%	$7.62	—	SPON ADS	62914V106
COTY	COTY INC	20,000	$40,200	0.0%	$3.64	-18.3%	COM CL A	222070203
EDIT	EDITAS MEDICINE INC	12,500	$30,875	0.0%	$5.64	-64.7%	COM	28106W103
ABTC	AMERICAN BITCOIN CORP.	20,000	$18,488	0.0%	$2.81	-48.3%	COM CL A	02462A104
MTVA	METAVIA INC	10,000	$12,000	0.0%	$3.53	0.0%	COM USD0.001	64132R503
TCRX	TSCAN THERAPEUTICS INC	10,000	$10,100	0.0%	$2.33	-54.3%	COM	89854M101
CGC	CANOPY GROWTH CORPORATION	10,020	$9,479	0.0%	$1.29	-10.1%	COM NEW	138035704