Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC COM	341,715	$92.9M	6.1%	$84.39	+218.0%	—	037833100
MSFT	MICROSOFT CORP COM	117,451	$56.8M	3.7%	$86.90	+476.0%	—	594918104
GSLC	GOLDMAN SACHS ETF TR ACTIVEBET	423,087	$56M	3.7%	$48.83	—	—	381430503
SCHX	SCHWAB STRATEGIC TR US LRG CAP	1,846,376	$49.69M	3.3%	$35.92	—	—	808524201
GOOG	ALPHABET INC CAP STK CL C	138,274	$43.39M	2.9%	$108.09	+164.9%	—	02079K107
AMZN	AMAZON COM INC COM	179,908	$41.53M	2.7%	$121.87	+87.7%	—	023135106
AVGO	BROADCOM INC COM	119,632	$41.41M	2.7%	$144.71	+146.7%	—	11135F101
JPM	JPMORGAN CHASE & CO. COM	127,112	$40.96M	2.7%	$54.13	+471.9%	—	46625H100
MU	MICRON TECHNOLOGY INC COM	117,704	$33.59M	2.2%	$78.43	+192.4%	—	595112103
GEV	GE VERNOVA INC COM	43,260	$28.27M	1.9%	$191.56	+217.9%	—	36828A101
V	VISA INC COM CL A	80,275	$28.15M	1.9%	$55.92	+508.7%	—	92826C839
MS	MORGAN STANLEY COM NEW	151,496	$26.89M	1.8%	$71.93	+131.5%	—	617446448
XLE	SELECT SECTOR SPDR TR ENERGY	543,535	$24.3M	1.6%	$59.50	—	—	81369Y506
JPST	J P MORGAN EXCHANGE TRADED FD	479,117	$24.24M	1.6%	$50.25	—	—	46641Q837
HD	HOME DEPOT INC COM	64,970	$22.36M	1.5%	$84.82	+329.9%	—	437076102
META	META PLATFORMS INC CL A	33,489	$22.11M	1.5%	$441.43	+51.2%	—	30303M102
SCHF	SCHWAB STRATEGIC TR INTL EQTY	860,686	$20.69M	1.4%	$25.95	—	—	808524805
LLY	ELI LILLY & CO COM	18,135	$19.49M	1.3%	$578.39	+65.2%	—	532457108
GSIE	GOLDMAN SACHS ETF TR ACTIVEBET	441,848	$18.97M	1.2%	$29.75	—	—	381430107
IEMG	ISHARES INC CORE MSCI EMKT	266,009	$17.88M	1.2%	$56.15	—	—	46434G103
WELL	WELLTOWER INC COM	92,966	$17.25M	1.1%	$122.82	+51.8%	—	95040Q104
BRK/B	BERKSHIRE HATHAWAY INC	33,297	$16.74M	1.1%	$369.56	+34.6%	—	084670702
NVDA	NVIDIA CORPORATION COM	87,714	$16.36M	1.1%	$101.88	+82.7%	—	67066G104
ICE	INTERCONTINENTAL EXCHANGE INC	100,749	$16.32M	1.1%	$61.65	+153.4%	—	45866F104
NFLX	NETFLIX INC COM	170,594	$15.99M	1.1%	$100.70	+7.1%	—	64110L106
INTU	INTUIT COM	23,574	$15.62M	1.0%	$193.74	+241.0%	—	461202103
GOOGL	ALPHABET INC CAP STK CL A	49,574	$15.52M	1.0%	$106.57	+168.0%	—	02079K305
BX	BLACKSTONE INC COM	98,758	$15.22M	1.0%	$101.44	+49.3%	—	09260D107
JEPI	J P MORGAN EXCHANGE TRADED FD	263,716	$15.1M	1.0%	$55.18	—	—	46641Q332
FLRN	SPDR SERIES TRUST STATE STREET	476,983	$14.66M	1.0%	$30.64	—	—	78468R200
UNH	UNITEDHEALTH GROUP INC COM	42,857	$14.15M	0.9%	$274.93	+22.7%	—	91324P102
SPY	SPDR S&P 500 ETF TR TR UNIT	20,503	$13.98M	0.9%	$245.52	—	—	78462F103
DHR	DANAHER CORPORATION COM	55,895	$12.8M	0.8%	$196.72	+11.6%	—	235851102
AJG	GALLAGHER ARTHUR J & CO COM	49,292	$12.76M	0.8%	$186.25	+41.9%	—	363576109
BKNG	BOOKING HOLDINGS INC COM	2,367	$12.68M	0.8%	$2741.16	+87.4%	—	09857L108
CW	CURTISS WRIGHT CORP COM	22,652	$12.49M	0.8%	$349.85	+59.4%	—	231561101
SCHA	SCHWAB STRATEGIC TR US SML CAP	438,247	$12.48M	0.8%	$42.18	—	—	808524607
IBB	ISHARES TR ISHARES BIOTECH	73,900	$12.47M	0.8%	$31014.23	—	—	464287556
CDNS	CADENCE DESIGN SYSTEMS INC	38,365	$11.99M	0.8%	$343.72	-5.1%	—	127387108
QXO	QXO INC COM NEW	613,911	$11.84M	0.8%	$19.16	0.0%	—	82846H405
CIBR	FIRST TR EXCHANGE TRADED FD II	162,489	$11.61M	0.8%	$46.65	—	—	33734X846
KTOS	KRATOS DEFENSE & SECURITY SOLU	148,287	$11.26M	0.7%	$65.41	+25.2%	—	50077B207
SHW	SHERWIN WILLIAMS CO COM	34,484	$11.17M	0.7%	$206.11	+62.1%	—	824348106
SYK	STRYKER CORPORATION COM	30,507	$10.72M	0.7%	$203.05	+79.0%	—	863667101
VRSK	VERISK ANALYTICS INC COM	47,222	$10.56M	0.7%	$220.85	+2.0%	—	92345Y106
DIS	DISNEY WALT CO COM	92,164	$10.48M	0.7%	$106.67	+2.7%	—	254687106
EVR	EVERCORE INC CLASS A	30,704	$10.45M	0.7%	$276.02	+16.3%	—	29977A105
VMC	VULCAN MATLS CO COM	36,273	$10.35M	0.7%	$157.04	+86.7%	—	929160109
SPIB	SPDR SERIES TRUST STATE STREET	305,676	$10.34M	0.7%	$34.07	—	—	78464A375
JPME	J P MORGAN EXCHANGE TRADED FD	91,742	$9.969M	0.7%	$70.16	—	—	46641Q886
JNJ	JOHNSON & JOHNSON COM	47,188	$9.766M	0.6%	$70.55	+179.3%	—	478160104
JPSE	J P MORGAN EXCHANGE TRADED FD	190,012	$9.515M	0.6%	$35.29	—	—	46641Q845
ROP	ROPER TECHNOLOGIES INC COM	21,337	$9.498M	0.6%	$229.95	+101.0%	—	776696106
MNST	MONSTER BEVERAGE CORP NEW COM	121,703	$9.331M	0.6%	$44.77	+60.0%	—	61174X109
RSG	REPUBLIC SVCS INC COM	43,269	$9.17M	0.6%	$78.80	+172.3%	—	760759100
WCN	WASTE CONNECTIONS INC COM	51,880	$9.098M	0.6%	$132.87	+30.1%	—	94106B101
COST	COSTCO WHSL CORP NEW COM	10,230	$8.822M	0.6%	$98.20	+822.3%	—	22160K105
PG	PROCTER AND GAMBLE CO COM	61,222	$8.774M	0.6%	$65.53	+124.6%	—	742718109
SPAB	SPDR SERIES TRUST STATE STREET	337,647	$8.694M	0.6%	$27.21	—	—	78464A649
TMO	THERMO FISHER SCIENTIFIC INC C	14,898	$8.632M	0.6%	$125.25	+351.2%	—	883556102
SPOT	SPOTIFY TECHNOLOGY SA	14,353	$8.335M	0.5%	$646.10	-3.2%	—	L8681T102
NOW	SERVICENOW INC COM	53,889	$8.255M	0.5%	$172.39	-0.5%	—	81762P102
ADSK	AUTODESK INC COM	27,457	$8.128M	0.5%	$253.89	+19.2%	—	052769106
ABBV	ABBVIE INC COM	34,177	$7.809M	0.5%	$51.71	+340.0%	—	00287Y109
WMT	WALMART INC COM	64,257	$7.159M	0.5%	$54.16	+97.9%	—	931142103
TJX	TJX COS INC NEW COM	45,815	$7.038M	0.5%	$33.81	+336.9%	—	872540109
SOLV	SOLVENTUM CORP COM SHS	88,446	$7.008M	0.5%	$76.59	0.0%	—	83444M101
IAGG	ISHARES TR CORE INTL AGGR	135,723	$6.788M	0.4%	$52.23	—	—	46435G672
PEP	PEPSICO INC COM	47,207	$6.775M	0.4%	$63.47	+129.9%	—	713448108
PANW	PALO ALTO NETWORKS INC COM	36,118	$6.653M	0.4%	$117.69	+71.4%	—	697435105
JMST	J P MORGAN EXCHANGE TRADED FD	119,572	$6.091M	0.4%	$50.95	—	—	46641Q654
CNSWF	CONSTELLATION SOFTWARE INC COM	2,485	$5.963M	0.4%	$2284.94	+10.2%	—	21037X100
LVMUY	LVMH MOET HENNESSY LOU VUITTON	37,673	$5.708M	0.4%	$132.57	—	—	502441306
XLU	SELECT SECTOR SPDR TR SBI INT-	129,508	$5.529M	0.4%	$53.41	—	—	81369Y886
MCD	MCDONALDS CORP COM	17,670	$5.4M	0.4%	$135.43	+125.3%	—	580135101
EMLP	FIRST TR EXCHANGE-TRADED FD IV	128,625	$4.871M	0.3%	$24.83	—	—	33738D101
SCHH	SCHWAB STRATEGIC TR US REIT ET	223,625	$4.672M	0.3%	$29.46	—	—	808524847
GS	GOLDMAN SACHS GROUP INC COM	5,219	$4.588M	0.3%	$122.83	+562.2%	—	38141G104
IWM	ISHARES TR RUSSELL 2000 ETF	18,300	$4.505M	0.3%	$139.57	—	—	464287655
CME	CME GROUP INC COM	16,402	$4.479M	0.3%	$110.28	+145.5%	—	12572Q105
CRH	CRH PLC ORD	33,453	$4.175M	0.3%	$78.65	+51.5%	—	G25508105
HSY	HERSHEY CO COM	21,750	$3.958M	0.3%	$216.65	-15.9%	—	427866108
XOM	EXXON MOBIL CORP COM	31,544	$3.796M	0.3%	$59.96	+92.6%	—	30231G102
COF	CAPITAL ONE FINL CORP COM	15,350	$3.72M	0.2%	$185.05	+20.1%	—	14040H105
COMB	GRANITESHARES ETF TR BBG COMMD	176,080	$3.717M	0.2%	$23.71	—	—	38747R108
FPE	FIRST TR EXCH TRADED FD III PF	203,925	$3.716M	0.2%	$18.21	—	—	33739E108
HACK	AMPLIFY ETF TR AMPLIFY CYBERSE	45,635	$3.668M	0.2%	$64.11	—	—	032108664
AMT	AMERICAN TOWER CORP	20,804	$3.653M	0.2%	$70.65	+155.2%	—	03027X100
DGX	QUEST DIAGNOSTICS INC COM	20,982	$3.641M	0.2%	$168.78	+7.9%	—	74834L100
XLK	SELECT SECTOR SPDR TR STATE ST	25,095	$3.613M	0.2%	$147.71	—	—	81369Y803
IVV	ISHARES TR CORE S&P500 ETF	5,226	$3.579M	0.2%	$316.00	—	—	464287200
TEL	TE CONNECTIVITY PLC ORD SHS	15,132	$3.443M	0.2%	$146.81	+57.5%	—	G87052109
ROL	ROLLINS INC COM	55,906	$3.355M	0.2%	$47.78	+22.8%	—	775711104
SPHY	SPDR SERIES TRUST STATE STREET	139,555	$3.303M	0.2%	$23.43	—	—	78468R606
BKLN	INVESCO EXCH TRADED FD TR II S	156,205	$3.28M	0.2%	$21.79	—	—	46138G508
LMT	LOCKHEED MARTIN CORP COM	6,416	$3.103M	0.2%	$211.08	+125.6%	—	539830109
MDT	MEDTRONIC PLC SHS	32,200	$3.093M	0.2%	$61.90	+56.9%	—	G5960L103
NOC	NORTHROP GRUMMAN CORP COM	5,376	$3.065M	0.2%	$379.17	+52.7%	—	666807102
HON	HONEYWELL INTL INC COM	15,321	$2.989M	0.2%	$181.47	+7.5%	—	438516106
EFA	ISHARES TR MSCI EAFE ETF	30,501	$2.929M	0.2%	$65.36	—	—	464287465
GLW	CORNING INC COM	32,780	$2.87M	0.2%	$31.49	+173.1%	—	219350105
CTAS	CINTAS CORP COM	15,045	$2.83M	0.2%	$191.22	-1.6%	—	172908105
BR	BROADRIDGE FINL SOLUTIONS INC	12,072	$2.694M	0.2%	$137.65	+65.1%	—	11133T103
VEA	VANGUARD TAX-MANAGED FDS VAN F	40,550	$2.533M	0.2%	$42.35	—	—	921943858
SCHG	SCHWAB STRATEGIC TR US LCAP GR	69,026	$2.252M	0.1%	$35.45	—	—	808524300
APD	AIR PRODS & CHEMS INC COM	8,886	$2.195M	0.1%	$268.40	-6.2%	—	009158106
SYY	SYSCO CORP COM	29,438	$2.169M	0.1%	$59.02	+27.9%	—	871829107
NTDOY	NINTENDO LTD UNSPON ADS	127,454	$2.154M	0.1%	$13.62	—	—	654445303
IWR	ISHARES TR RUS MID CAP ETF	22,150	$2.132M	0.1%	$80.05	—	—	464287499
BAC	BANK AMERICA CORP COM	38,416	$2.113M	0.1%	$17.22	+205.9%	—	060505104
NKE	NIKE INC CL B	32,944	$2.099M	0.1%	$70.44	-7.9%	—	654106103
ADP	AUTOMATIC DATA PROCESSING INC	8,102	$2.084M	0.1%	$163.07	+62.4%	—	053015103
WSO	WATSCO INC COM	6,124	$2.063M	0.1%	$291.22	+22.6%	—	942622200
HLI	HOULIHAN LOKEY INC CL A	11,254	$1.96M	0.1%	$194.56	-5.9%	—	441593100
EQIX	EQUINIX INC COM	2,488	$1.906M	0.1%	$631.57	+23.7%	—	29444U700
ZTS	ZOETIS INC CL A	15,037	$1.892M	0.1%	$60.46	+115.5%	—	98978V103
ABT	ABBOTT LABS COM	13,856	$1.736M	0.1%	$50.62	+151.5%	—	002824100
AMGN	AMGEN INC COM	5,302	$1.735M	0.1%	$134.03	+135.7%	—	031162100
GLD	SPDR GOLD TR GOLD SHS	4,141	$1.641M	0.1%	$209.62	—	—	78463V107
APH	AMPHENOL CORP NEW CL A	11,722	$1.584M	0.1%	$42.11	+217.1%	—	032095101
VO	VANGUARD INDEX FDS MID CAP ETF	5,441	$1.579M	0.1%	$147.57	—	—	922908629
XLF	SELECT SECTOR SPDR TR STATE ST	28,618	$1.567M	0.1%	$38.58	—	—	81369Y605
CSCO	CISCO SYS INC COM	20,335	$1.566M	0.1%	$38.35	+92.4%	—	17275R102
IWF	ISHARES TR RUS 1000 GRW ETF	3,278	$1.552M	0.1%	$180.98	—	—	464287614
IWO	ISHARES TR RUS 2000 GRW ETF	4,639	$1.498M	0.1%	$194.74	—	—	464287648
VEU	VANGUARD INTL EQUITY INDEX FDS	20,053	$1.475M	0.1%	$48.72	—	—	922042775
QQQ	INVESCO QQQ TR UNIT SER 1	2,385	$1.465M	0.1%	$291.22	—	—	46090E103
VV	VANGUARD INDEX FDS LARGE CAP E	4,639	$1.46M	0.1%	$242.53	—	—	922908637
XLC	SELECT SECTOR SPDR TR STATE ST	11,677	$1.375M	0.1%	$69.39	—	—	81369Y852
VTI	VANGUARD INDEX FDS TOTAL STK M	4,062	$1.362M	0.1%	$204.48	—	—	922908769
DD	DUPONT DE NEMOURS INC COM	32,314	$1.299M	0.1%	$34.04	+9.8%	—	26614N102
GE	GE AEROSPACE COM NEW	3,965	$1.221M	0.1%	$81.98	+266.9%	—	369604301
VWO	VANGUARD INTL EQUITY INDEX FDS	22,687	$1.22M	0.1%	$43.49	—	—	922042858
ORCL	ORACLE CORP COM	6,141	$1.197M	0.1%	$131.02	+81.7%	—	68389X105
ADBE	ADOBE INC COM	3,346	$1.171M	0.1%	$144.28	+135.7%	—	00724F101
VGT	VANGUARD WORLD FD INF TECH ETF	1,495	$1.127M	0.1%	$419.32	—	—	92204A702
CAT	CATERPILLAR INC COM	1,888	$1.082M	0.1%	$247.08	+124.8%	—	149123101
XOP	SPDR SERIES TRUST STATE STREET	8,534	$1.078M	0.1%	$96.21	—	—	78468R556
VRSN	VERISIGN INC COM	4,424	$1.075M	0.1%	$48.61	+415.9%	—	92343E102
IJH	ISHARES TR CORE S&P MCP ETF	15,950	$1.053M	0.1%	$88.22	—	—	464287507
PFFD	GLOBAL X FDS US PFD ETF	55,536	$1.05M	0.1%	$20.04	—	—	37954Y657
MAA	MID-AMER APT CMNTYS INC COM	7,331	$1.018M	0.1%	$141.62	-6.1%	—	59522J103
CMCSA	COMCAST CORP NEW CL A	33,805	$1.01M	0.1%	$34.10	-16.3%	—	20030N101
WFC	WELLS FARGO CO NEW COM	10,692	$996K	0.1%	$40.48	+114.0%	—	949746101
EEM	ISHARES TR MSCI EMG MKT ETF	16,836	$921K	0.1%	$41.26	—	—	464287234
VIG	VANGUARD SPECIALIZED FUNDS DIV	4,165	$915K	0.1%	$149.37	—	—	921908844
IWP	ISHARES TR RUS MD CP GR ETF	6,672	$914K	0.1%	$106.24	—	—	464287481
IBM	INTERNATIONAL BUSINESS MACHS C	3,027	$897K	0.1%	$136.25	+119.3%	—	459200101
DVY	ISHARES TR SELECT DIVID ETF	6,184	$873K	0.1%	$107.70	—	—	464287168
RTX	RTX CORPORATION COM	4,705	$863K	0.1%	$85.79	+102.0%	—	75513E101
IAU	ISHARES GOLD TRUST	10,517	$854K	0.1%	$35.41	—	—	464285204
KO	COCA COLA CO COM	12,068	$844K	0.1%	$35.40	+96.0%	—	191216100
VOO	VANGUARD INDEX FDS S&P 500 ETF	1,316	$825K	0.1%	$439.52	—	—	922908363
VRTX	VERTEX PHARMACEUTICALS INC	1,808	$820K	0.1%	$192.89	+123.5%	—	92532F100
SDY	SPDR SERIES TRUST STATE STREET	5,860	$815K	0.1%	$103.30	—	—	78464A763
FNDX	SCHWAB STRATEGIC TR FUNDAMENTA	29,288	$797K	0.1%	$30.74	—	—	808524771
QEMM	SPDR INDEX SHS FDS MSCI EMRG M	11,874	$785K	0.1%	$58.21	—	—	78463X426
MDY	SPDR S&P MIDCAP 400 ETF TR UTS	1,300	$784K	0.1%	$431.00	—	—	78467Y107
WAB	WABTEC COM	3,662	$782K	0.1%	$49.43	+315.4%	—	929740108
IUSB	ISHARES TR CORE UNIVRSL USD	16,680	$776K	0.1%	$46.08	—	—	46434V613
MRK	MERCK & CO INC COM	7,296	$768K	0.1%	$79.82	+16.8%	—	58933Y105
TXN	TEXAS INSTRS INC COM	4,377	$759K	0.0%	$107.49	+58.8%	—	882508104
BRK/A	BERKSHIRE HATHAWAY INC	1	$755K	0.0%	$471172.90	+58.4%	—	084670108
CSX	CSX CORP COM	20,570	$746K	0.0%	$27.84	+28.2%	—	126408103
ACN	ACCENTURE PLC IRELAND SHS CLAS	2,774	$744K	0.0%	$144.47	+75.9%	—	G1151C101
UNP	UNION PAC CORP COM	3,075	$711K	0.0%	$102.94	+120.8%	—	907818108
TT	TRANE TECHNOLOGIES PLC SHS	1,756	$683K	0.0%	$155.36	+166.2%	—	G8994E103
MMM	3M CO COM	4,199	$672K	0.0%	$118.68	+37.5%	—	88579Y101
FNDF	SCHWAB STRATEGIC TR FUNDAMENTA	14,656	$663K	0.0%	$32.57	—	—	808524755
GLDM	WORLD GOLD TR SPDR GLD MINIS	7,601	$649K	0.0%	$45.96	—	—	98149E303
SCHD	SCHWAB STRATEGIC TR US DIVIDEN	22,828	$626K	0.0%	$41.14	—	—	808524797
DIA	SPDR DOW JONES INDL AVERAGE ET	1,289	$619K	0.0%	$395.79	—	—	78467X109
ESGV	VANGUARD WORLD FD ESG US STK E	5,057	$612K	0.0%	$84.40	—	—	921910733
TRV	TRAVELERS COMPANIES INC COM	2,107	$611K	0.0%	$136.00	+106.3%	—	89417E109
INTC	INTEL CORP COM	16,451	$607K	0.0%	$19.47	+93.9%	—	458140100
CB	CHUBB LIMITED COM	1,940	$606K	0.0%	$222.94	+31.2%	—	H1467J104
DE	DEERE & CO COM	1,234	$575K	0.0%	$273.36	+71.1%	—	244199105
WM	WASTE MGMT INC DEL COM	2,548	$560K	0.0%	$57.40	+270.3%	—	94106L109
EFAV	ISHARES TR MSCI EAFE MIN VL	6,454	$557K	0.0%	$66.57	—	—	46429B689
MDLZ	MONDELEZ INTL INC CL A	10,237	$551K	0.0%	$24.58	+132.1%	—	609207105
VB	VANGUARD INDEX FDS SMALL CP ET	2,112	$545K	0.0%	$164.95	—	—	922908751
YUM	YUM BRANDS INC COM	3,586	$542K	0.0%	$108.77	+35.8%	—	988498101
VSS	VANGUARD INTL EQUITY INDEX FDS	3,765	$540K	0.0%	$107.75	—	—	922042718
CRM	SALESFORCE INC COM	2,036	$539K	0.0%	$148.22	+67.4%	—	79466L302
AFL	AFLAC INC COM	4,863	$536K	0.0%	$104.07	+5.5%	—	001055102
ADM	ARCHER DANIELS MIDLAND CO COM	9,282	$534K	0.0%	$33.13	+79.5%	—	039483102
VLO	VALERO ENERGY CORP COM	3,159	$514K	0.0%	$63.85	+164.4%	—	91913Y100
IEFA	ISHARES TR CORE MSCI EAFE	5,521	$494K	0.0%	$67.91	—	—	46432F842
IJR	ISHARES TR CORE S&P SCP ETF	4,088	$491K	0.0%	$85.98	—	—	464287804
SAMG	SILVERCREST ASSET MGMT GROUP I	31,650	$481K	0.0%	$18.07	-19.7%	—	828359109
IWN	ISHARES TR RUS 2000 VAL ETF	2,654	$481K	0.0%	$127.15	—	—	464287630
SBUX	STARBUCKS CORP COM	5,661	$477K	0.0%	$90.25	-6.9%	—	855244109
JUST	GOLDMAN SACHS ETF TR JUST US L	4,903	$474K	0.0%	$68.04	—	—	381430396
T	AT&T INC COM	18,955	$471K	0.0%	$17.76	+42.4%	—	00206R102
ITW	ILLINOIS TOOL WKS INC COM	1,870	$461K	0.0%	$144.11	+71.8%	—	452308109
PGR	PROGRESSIVE CORP COM	1,997	$455K	0.0%	$212.34	0.0%	—	743315103
ESGD	ISHARES TR ESG AW MSCI EAFE	4,664	$443K	0.0%	$76.96	—	—	46435G516
VUG	VANGUARD INDEX FDS GROWTH ETF	899	$439K	0.0%	$322.49	—	—	922908736
CI	THE CIGNA GROUP COM	1,592	$438K	0.0%	$311.03	-10.2%	—	125523100
VZ	VERIZON COMMUNICATIONS INC COM	10,730	$437K	0.0%	$32.57	+24.3%	—	92343V104
ACWV	ISHARES INC MSCI GBL MIN VOL	3,575	$425K	0.0%	$104.87	—	—	464286525
SCHB	SCHWAB STRATEGIC TR US BRD MKT	16,043	$421K	0.0%	$30.28	—	—	808524102
XLP	SELECT SECTOR SPDR TR STATE ST	5,414	$421K	0.0%	$77.86	—	—	81369Y308
IWS	ISHARES TR RUS MDCP VAL ETF	2,956	$417K	0.0%	$105.61	—	—	464287473
CVX	CHEVRON CORP NEW COM	2,676	$408K	0.0%	$95.01	+59.4%	—	166764100
TMUS	T-MOBILE US INC COM	1,996	$405K	0.0%	$148.62	+42.2%	—	872590104
WEC	WEC ENERGY GROUP INC COM	3,806	$401K	0.0%	$56.81	+94.1%	—	92939U106
SCHE	SCHWAB STRATEGIC TR EMRG MKTEQ	11,884	$389K	0.0%	$28.57	—	—	808524706
ITOT	ISHARES TR CORE S&P TTL STK	2,611	$388K	0.0%	$122.10	—	—	464287150
TSLA	TESLA INC COM	858	$386K	0.0%	$308.73	+43.6%	—	88160R101
ORLY	OREILLY AUTOMOTIVE INC COM	4,209	$384K	0.0%	$90.67	+7.8%	—	67103H107
CHD	CHURCH & DWIGHT CO INC COM	4,557	$382K	0.0%	$49.54	+72.1%	—	171340102
BA	BOEING CO COM	1,741	$378K	0.0%	$184.16	+11.7%	—	097023105
VTV	VANGUARD INDEX FDS VALUE ETF	1,958	$374K	0.0%	$146.05	—	—	922908744
FNDA	SCHWAB STRATEGIC TR FUNDAMENTA	11,818	$372K	0.0%	$36.99	—	—	808524763
DRI	DARDEN RESTAURANTS INC	1,986	$365K	0.0%	$112.18	+62.3%	—	237194105
HERO	GLOBAL X FDS VDEO GAM ESPRT	12,157	$362K	0.0%	$24.22	—	—	37954Y392
BN	BROOKFIELD CORP CL A LTD VT SH	7,809	$358K	0.0%	$45.55	0.0%	—	11271J107
FBTC	FIDELITY WISE ORIGIN BITCOIN F	4,534	$346K	0.0%	$80.75	—	—	315948109
IWD	ISHARES TR RUS 1000 VAL ETF	1,639	$345K	0.0%	$203.78	—	—	464287598
EOG	EOG RES INC COM	3,285	$345K	0.0%	$66.76	+60.6%	—	26875P101
AKRE	PROFESIONALLY MANAGED PORTFOLI	5,251	$344K	0.0%	$65.51	—	—	74316P579
VBR	VANGUARD INDEX FDS SM CP VAL E	1,591	$337K	0.0%	$117.19	—	—	922908611
VYM	VANGUARD WHITEHALL FDS HIGH DI	2,330	$334K	0.0%	$108.02	—	—	921946406
CL	COLGATE PALMOLIVE CO COM	4,071	$322K	0.0%	$54.33	+44.1%	—	194162103
NEE	NEXTERA ENERGY INC COM	4,004	$321K	0.0%	$82.50	0.0%	—	65339F101
EEMV	ISHARES INC MSCI EMERG MRKT	4,987	$319K	0.0%	$62.76	—	—	464286533
JEPQ	J P MORGAN EXCHANGE TRADED FD	5,440	$316K	0.0%	$55.50	—	—	46654Q203
Q	QNITY ELECTRONICS INC COMMON S	3,780	$309K	0.0%	$84.91	0.0%	—	74743L100
NUE	NUCOR CORP COM	1,897	$309K	0.0%	$119.81	+25.0%	—	670346105
IVE	ISHARES TR S&P 500 VAL ETF	1,440	$305K	0.0%	$147.24	—	—	464287408
F	FORD MTR CO COM	22,996	$302K	0.0%	$11.41	+12.5%	—	345370860
VHT	VANGUARD WORLD FD HEALTH CAR E	1,040	$299K	0.0%	$264.44	—	—	92204A504
MDB	MONGODB INC CL A	712	$299K	0.0%	$257.06	+41.5%	—	60937P106
RSP	INVESCO EXCHANGE TRADED FD TR	1,540	$295K	0.0%	$149.09	—	—	46137V357
SO	SOUTHERN CO COM	3,375	$294K	0.0%	$66.44	+36.8%	—	842587107
IYE	ISHARES TR U.S. ENERGY ETF	6,089	$289K	0.0%	$41.58	—	—	464287796
FPX	FIRST TR EXCHANGE-TRADED FD US	1,716	$281K	0.0%	$145.10	—	—	336920103
EXPE	EXPEDIA GROUP INC COM NEW	990	$280K	0.0%	$246.88	0.0%	—	30212P303
FNDE	SCHWAB STRATEGIC TR FUNDAMENTA	7,252	$262K	0.0%	$32.96	—	—	808524730
FTV	FORTIVE CORP COM	4,580	$253K	0.0%	$42.88	+20.9%	—	34959J108
SPXE	PROSHARES TR SP500 EX ENRGY	3,321	$245K	0.0%	$85.37	—	—	74347B581
CTVA	CORTEVA INC COM	3,651	$245K	0.0%	$64.54	0.0%	—	22052L104
DON	WISDOMTREE TR US MIDCAP DIVID	4,689	$242K	0.0%	$52.25	—	—	97717W505
SCHM	SCHWAB STRATEGIC TR US MID-CAP	7,844	$236K	0.0%	$37.90	—	—	808524508
GIS	GENERAL MLS INC COM	5,006	$233K	0.0%	$56.21	-15.6%	—	370334104
LOW	LOWES COS INC COM	964	$232K	0.0%	$164.89	+45.5%	—	548661107
YUMC	YUM CHINA HLDGS INC COM	4,810	$230K	0.0%	$48.03	-4.6%	—	98850P109
AON	AON PLC SHS CL A	645	$228K	0.0%	$349.16	0.0%	—	G0403H108
SHEL	SHELL PLC SPON ADS	3,086	$227K	0.0%	$73.06	—	—	780259305
RLI	RLI CORP COM	3,415	$218K	0.0%	$44.66	+37.6%	—	749607107
NVT	NVENT ELECTRIC PLC SHS	2,120	$216K	0.0%	$86.47	+19.8%	—	G6700G107
MDYV	SPDR SERIES TRUST STATE STREET	2,489	$211K	0.0%	$82.90	—	—	78464A839
NTRS	NORTHERN TR CORP COM	1,540	$210K	0.0%	$100.50	+30.1%	—	665859104
VOX	VANGUARD WORLD FD COMM SRVC ET	1,087	$210K	0.0%	$188.00	—	—	92204A884
PFE	PFIZER INC COM	8,376	$209K	0.0%	$25.61	-2.3%	—	717081103
VSGX	VANGUARD WORLD FD ESG INTL STK	2,925	$209K	0.0%	$71.45	—	—	921910725
SCHV	SCHWAB STRATEGIC TR US LCAP VA	7,031	$208K	0.0%	$29.16	—	—	808524409
UBER	UBER TECHNOLOGIES INC	2,510	$205K	0.0%	$90.05	0.0%	—	90353T100
VGK	VANGUARD INTL EQUITY INDEX FDS	2,450	$205K	0.0%	$83.67	—	—	922042874
SPLV	INVESCO EXCH TRADED FD TR II S	2,863	$204K	0.0%	$63.40	—	—	46138E354
XLB	SELECT SECTOR SPDR TR STATE ST	4,431	$201K	0.0%	$45.36	—	—	81369Y100
CFTN	CLIFTON MNG CO COM	25,000	$3,000	0.0%	$0.13	-18.8%	—	186904108