Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	139,955	$71.92M	10.9%	$405.39	—	S&P 500 ETF SHS	922908363
BUFR	FIRST TR EXCHNG TRADED FD VI	1,041,422	$30.92M	4.7%	$27.28	—	FT VEST LADDERED	33740F755
QQQ	INVESCO QQQ TR	60,211	$28.23M	4.3%	$354.20	—	UNIT SER 1	46090E103
VTV	VANGUARD INDEX FDS	151,177	$26.11M	4.0%	$154.52	—	VALUE ETF	922908744
JQUA	J P MORGAN EXCHANGE TRADED F	456,686	$25.79M	3.9%	$47.43	—	US QUALTY FCTR	46641Q761
IVV	ISHARES TR	30,570	$17.18M	2.6%	$501.06	—	CORE S&P500 ETF	464287200
VTI	VANGUARD INDEX FDS	59,475	$16.35M	2.5%	$218.99	—	TOTAL STK MKT	922908769
JBND	J P MORGAN EXCHANGE TRADED F	272,027	$14.56M	2.2%	$52.37	—	ACTIVE BOND ETF	46654Q716
IUSG	ISHARES TR	102,824	$13.07M	2.0%	$101.30	—	CORE S&P US GWT	464287671
FBND	FIDELITY MERRIMACK STR TR	284,663	$12.99M	2.0%	$46.11	—	TOTAL BD ETF	316188309
SPYG	SPDR SER TR	160,134	$12.87M	1.9%	$68.58	—	PRTFLO S&P500 GW	78464A409
VCSH	VANGUARD SCOTTSDALE FDS	162,234	$12.81M	1.9%	$76.58	—	SHRT TRM CORP BD	92206C409
FNDA	SCHWAB STRATEGIC TR	442,411	$12.12M	1.8%	$40.54	—	FUNDAMENTAL US S	808524763
SPLB	SPDR SER TR	532,471	$12.02M	1.8%	$23.91	—	PORTFOLIO LN COR	78464A367
VRIG	INVESCO ACTIVELY MANAGED EXC	443,928	$11.13M	1.7%	$24.98	—	VAR RATE INVT	46090A879
VO	VANGUARD INDEX FDS	42,490	$10.99M	1.7%	$235.14	—	MID CAP ETF	922908629
JPST	J P MORGAN EXCHANGE TRADED F	210,340	$10.65M	1.6%	$50.34	—	ULTRA SHRT ETF	46641Q837
SPYV	SPDR SER TR	205,908	$10.52M	1.6%	$46.36	—	PRTFLO S&P500 VL	78464A508
IGIB	ISHARES TR	198,990	$10.45M	1.6%	$52.52	—	ISHS 5-10YR INVT	464288638
MOAT	VANECK ETF TRUST	117,569	$10.35M	1.6%	$79.99	—	MRNGSTR WDE MOAT	92189F643
SRLN	SSGA ACTIVE ETF TR	248,228	$10.21M	1.5%	$41.67	—	BLACKSTONE SENR	78467V608
VEA	VANGUARD TAX-MANAGED FDS	196,454	$9.986M	1.5%	$47.52	—	VAN FTSE DEV MKT	921943858
VIGI	VANGUARD WHITEHALL FDS	112,303	$9.314M	1.4%	$80.32	—	INTL DVD ETF	921946810
DON	WISDOMTREE TR	167,021	$8.271M	1.3%	$45.39	—	US MIDCAP DIVID	97717W505
BBAG	J P MORGAN EXCHANGE TRADED F	174,951	$8.067M	1.2%	$46.92	—	BETABUILDERS US	46641Q241
IWR	ISHARES TR	92,050	$7.831M	1.2%	$79.61	—	RUS MID CAP ETF	464287499
FTEC	FIDELITY COVINGTON TRUST	47,541	$7.667M	1.2%	$181.86	—	MSCI INFO TECH I	316092808
VYM	VANGUARD WHITEHALL FDS	56,578	$7.296M	1.1%	$110.55	—	HIGH DIV YLD	921946406
UCON	FIRST TR EXCHNG TRADED FD VI	293,626	$7.267M	1.1%	$24.71	—	TCW UNCONSTRAI	33740F888
FDL	FIRST TR MORNINGSTAR DIVID L	164,988	$7.167M	1.1%	$43.44	—	SHS	336917109
AAPL	APPLE INC	29,763	$6.611M	1.0%	$175.97	+31.1%	COM	037833100
VPU	VANGUARD WORLD FD	36,437	$6.224M	0.9%	$157.73	—	UTILITIES ETF	92204A876
NOBL	PROSHARES TR	57,369	$5.862M	0.9%	$94.59	—	S&P 500 DV ARIST	74348A467
MDYG	SPDR SER TR	73,633	$5.851M	0.9%	$79.63	—	S&P 400 MDCP GRW	78464A821
SCHD	SCHWAB STRATEGIC TR	195,965	$5.479M	0.8%	$42.49	—	US DIVIDEND EQ	808524797
IWM	ISHARES TR	25,728	$5.133M	0.8%	$206.59	—	RUSSELL 2000 ETF	464287655
JPM	JPMORGAN CHASE & CO.	18,887	$4.633M	0.7%	$134.65	+86.3%	COM	46625H100
VFLO	VICTORY PORTFOLIOS II	118,943	$4.077M	0.6%	$34.11	—	SHARES FREE CASH	92647X830
SLYG	SPDR SER TR	47,495	$3.942M	0.6%	$84.69	—	S&P 600 SMCP GRW	78464A201
QHY	WISDOMTREE TR	86,173	$3.886M	0.6%	$45.02	—	US HGH YLD CORP	97717X172
SPY	SPDR S&P 500 ETF TR	6,897	$3.858M	0.6%	$412.24	—	TR UNIT	78462F103
USFR	WISDOMTREE TR	73,936	$3.721M	0.6%	$50.28	—	FLOATNG RAT TREA	97717Y527
JCPB	J P MORGAN EXCHANGE TRADED F	77,522	$3.647M	0.6%	$46.08	—	CORE PLUS BD ETF	46641Q670
JEPI	J P MORGAN EXCHANGE TRADED F	61,363	$3.506M	0.5%	$55.45	—	EQUITY PREMIUM	46641Q332
MSFT	MICROSOFT CORP	9,194	$3.451M	0.5%	$317.85	+27.4%	COM	594918104
RDVY	FIRST TR EXCHANGE TRADED FD	58,684	$3.435M	0.5%	$53.72	—	RISNG DIVD ACHIV	33738R506
NVDA	NVIDIA CORPORATION	29,725	$3.222M	0.5%	$103.82	+22.1%	COM	67066G104
AMZN	AMAZON COM INC	16,235	$3.089M	0.5%	$137.48	+57.8%	COM	023135106
MA	MASTERCARD INCORPORATED	5,452	$2.988M	0.5%	$410.87	+31.9%	CL A	57636Q104
SHYG	ISHARES TR	69,946	$2.974M	0.5%	$41.83	—	0-5YR HI YL CP	46434V407
VEU	VANGUARD INTL EQUITY INDEX F	49,002	$2.972M	0.4%	$60.66	—	ALLWRLD EX US	922042775
ISTB	ISHARES TR	61,294	$2.964M	0.4%	$47.25	—	CORE 1 5 YR USD	46432F859
KNG	FIRST TR EXCHANGE-TRADED FD	56,802	$2.87M	0.4%	$51.31	—	FT VEST S&P 500	33739Q705
USHY	ISHARES TR	76,004	$2.798M	0.4%	$36.42	—	BROAD USD HIGH	46435U853
DGRO	ISHARES TR	45,073	$2.785M	0.4%	$54.88	—	CORE DIV GRWTH	46434V621
ABBV	ABBVIE INC	13,133	$2.752M	0.4%	$156.44	+21.1%	COM	00287Y109
IJR	ISHARES TR	23,686	$2.477M	0.4%	$105.21	—	CORE S&P SCP ETF	464287804
HDV	ISHARES TR	20,264	$2.454M	0.4%	$104.34	—	CORE HIGH DV ETF	46429B663
IXUS	ISHARES TR	33,335	$2.327M	0.4%	$65.72	—	CORE MSCI TOTAL	46432F834
JEPQ	J P MORGAN EXCHANGE TRADED F	44,870	$2.323M	0.4%	$55.76	—	NASDAQ EQT PREM	46654Q203
AGGY	WISDOMTREE TR	52,374	$2.275M	0.3%	$43.41	—	YIELD ENHANCD US	97717X511
AVUV	AMERICAN CENTY ETF TR	25,943	$2.261M	0.3%	$87.06	—	US SML CP VALU	025072877
SPTS	SPDR SER TR	66,010	$1.93M	0.3%	$28.99	—	PORTFOLIO SH TSR	78468R101
ABT	ABBOTT LABS	13,901	$1.844M	0.3%	$107.48	+16.8%	COM	002824100
TSLA	TESLA INC	7,086	$1.836M	0.3%	$219.99	+51.5%	COM	88160R101
GOOGL	ALPHABET INC	11,368	$1.758M	0.3%	$131.03	+37.9%	CAP STK CL A	02079K305
VGT	VANGUARD WORLD FD	3,102	$1.682M	0.3%	$499.70	—	INF TECH ETF	92204A702
VRP	INVESCO EXCH TRADED FD TR II	67,733	$1.642M	0.2%	$23.22	—	VAR RATE PFD	46138G870
ILTB	ISHARES TR	32,434	$1.622M	0.2%	$52.16	—	CORE LT USDB ETF	464289479
FNDE	SCHWAB STRATEGIC TR	52,344	$1.612M	0.2%	$28.43	—	FUNDAMENTAL EMER	808524730
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,786	$1.484M	0.2%	$368.05	+32.1%	CL B NEW	084670702
CVX	CHEVRON CORP NEW	8,444	$1.413M	0.2%	$146.65	+2.6%	COM	166764100
QQQH	NEOS ETF TRUST	27,631	$1.349M	0.2%	$48.82	—	NASDAQ 100 HDGD	78433H576
USMV	ISHARES TR	14,285	$1.338M	0.2%	$72.74	—	MSCI USA MIN VOL	46429B697
PG	PROCTER AND GAMBLE CO	7,814	$1.332M	0.2%	$141.84	+15.6%	COM	742718109
VDE	VANGUARD WORLD FD	10,218	$1.325M	0.2%	$116.65	—	ENERGY ETF	92204A306
META	META PLATFORMS INC	2,208	$1.273M	0.2%	$363.39	+77.0%	CL A	30303M102
MCD	MCDONALDS CORP	3,853	$1.203M	0.2%	$256.10	+14.4%	COM	580135101
GSLC	GOLDMAN SACHS ETF TR	10,495	$1.155M	0.2%	$81.22	—	ACTIVEBETA US LG	381430503
EMB	ISHARES TR	12,484	$1.131M	0.2%	$87.52	—	JPMORGAN USD EMG	464288281
CME	CME GROUP INC	4,255	$1.129M	0.2%	$166.04	+46.0%	COM	12572Q105
SCHE	SCHWAB STRATEGIC TR	38,867	$1.072M	0.2%	$26.99	—	EMRG MKTEQ ETF	808524706
UPS	UNITED PARCEL SERVICE INC	9,654	$1.062M	0.2%	$148.91	-24.3%	CL B	911312106
CMBS	ISHARES TR	21,420	$1.028M	0.2%	$46.83	—	CMBS ETF	46429B366
PCEF	INVESCO EXCH TRADED FD TR II	54,322	$1.024M	0.2%	$18.44	—	CEF INM COMPSI	46138E404
BAC	BANK AMERICA CORP	24,093	$1.005M	0.2%	$36.02	+21.1%	COM	060505104
AGOX	STARBOARD INVT TR	39,521	$967K	0.1%	$23.43	—	ADAPTIVE ALPHA	85521B742
NUGO	NUSHARES ETF TR	31,598	$965K	0.1%	$32.58	—	GET OPP ETF	67092P797
ACN	ACCENTURE PLC IRELAND	3,045	$950K	0.1%	$268.18	+30.3%	SHS CLASS A	G1151C101
T	AT&T INC	33,544	$949K	0.1%	$16.52	+47.4%	COM	00206R102
SDIV	GLOBAL X FDS	45,057	$945K	0.1%	$21.98	—	SUPERDIVIDEND	37960A669
XOM	EXXON MOBIL CORP	7,901	$940K	0.1%	$109.93	-2.5%	COM	30231G102
HD	HOME DEPOT INC	2,484	$911K	0.1%	$347.17	+9.7%	COM	437076102
—	PIMCO DYNAMIC INCOME FD	45,725	$905K	0.1%	$18.67	—	SHS	72201Y101
—	PIMCO DYNAMIC INCOME OPRNTS	64,969	$902K	0.1%	$13.12	—	COM BEN SHS	69355M107
LMT	LOCKHEED MARTIN CORP	1,941	$867K	0.1%	$438.11	+2.3%	COM	539830109
CGDV	CAPITAL GROUP DIVIDEND VALUE	24,210	$863K	0.1%	$31.77	—	SHS CREATION UNI	14020W106
COST	COSTCO WHSL CORP NEW	911	$862K	0.1%	$679.12	+42.9%	COM	22160K105
AVIG	AMERICAN CENTY ETF TR	20,596	$852K	0.1%	$41.56	—	AVANTIS CORE FI	025072562
NFLX	NETFLIX INC	910	$849K	0.1%	$57.95	+64.1%	COM	64110L106
CAT	CATERPILLAR INC	2,573	$848K	0.1%	$300.10	+17.3%	COM	149123101
QYLD	GLOBAL X FDS	50,141	$834K	0.1%	$17.50	—	NASDAQ 100 COVER	37954Y483
CALF	PACER FDS TR	22,016	$826K	0.1%	$41.24	—	US SMALL CAP CAS	69374H857
JPIB	J P MORGAN EXCHANGE TRADED F	16,997	$814K	0.1%	$47.57	—	INTL BD OPP ETF	46641Q852
PEP	PEPSICO INC	5,263	$789K	0.1%	$158.50	-9.5%	COM	713448108
AVGO	BROADCOM INC	4,706	$788K	0.1%	$155.22	+35.2%	COM	11135F101
ORCL	ORACLE CORP	5,623	$786K	0.1%	$96.81	+66.9%	COM	68389X105
OMFL	INVESCO EXCH TRD SLF IDX FD	14,242	$759K	0.1%	$54.14	—	RUSL 1000 DYNM	46138J619
GS	GOLDMAN SACHS GROUP INC	1,317	$719K	0.1%	$452.84	+30.4%	COM	38141G104
BUFQ	FIRST TR EXCHNG TRADED FD VI	23,998	$717K	0.1%	$29.34	—	FT VEST LADDERED	33740U752
MS	MORGAN STANLEY	6,064	$708K	0.1%	$93.98	+34.0%	COM NEW	617446448
IDVO	AMPLIFY ETF TR	22,359	$703K	0.1%	$30.34	—	CWP INTL ENHANCE	032108722
CEG	CONSTELLATION ENERGY CORP	3,437	$693K	0.1%	$181.60	+46.8%	COM	21037T109
CIBR	FIRST TR EXCHANGE TRADED FD	10,939	$689K	0.1%	$62.03	—	NASDAQ CYB ETF	33734X846
SPSB	SPDR SER TR	22,651	$682K	0.1%	$29.86	—	PORTFOLIO SHORT	78464A474
CCI	CROWN CASTLE INC	6,231	$649K	0.1%	$89.13	0.0%	COM	22822V101
C	CITIGROUP INC	8,893	$631K	0.1%	$52.97	+40.7%	COM NEW	172967424
IWF	ISHARES TR	1,720	$621K	0.1%	$259.18	—	RUS 1000 GRW ETF	464287614
MGV	VANGUARD WORLD FD	4,787	$617K	0.1%	$101.80	—	MEGA CAP VAL ETF	921910840
CSCO	CISCO SYS INC	9,845	$608K	0.1%	$45.60	+31.8%	COM	17275R102
IBM	INTERNATIONAL BUSINESS MACHS	2,406	$598K	0.1%	$181.46	+31.9%	COM	459200101
VZ	VERIZON COMMUNICATIONS INC	13,095	$594K	0.1%	$34.91	+13.4%	COM	92343V104
SO	SOUTHERN CO	6,407	$589K	0.1%	$67.07	+25.4%	COM	842587107
CL	COLGATE PALMOLIVE CO	6,227	$584K	0.1%	$76.94	+14.2%	COM	194162103
MET	METLIFE INC	6,996	$562K	0.1%	$65.35	+24.2%	COM	59156R108
CORT	CORCEPT THERAPEUTICS INC	4,786	$547K	0.1%	$60.87	0.0%	COM	218352102
QQQJ	INVESCO EXCH TRADED FD TR II	18,828	$546K	0.1%	$30.07	—	NASDAQNXTGEN100	46138G631
NVS	NOVARTIS AG	4,873	$543K	0.1%	$97.66	—	SPONSORED ADR	66987V109
ARTY	ISHARES TR	17,086	$537K	0.1%	$34.72	—	FUTURE AI & TECH	46435U556
CPB	THE CAMPBELLS COMPANY	13,322	$532K	0.1%	$40.02	-5.4%	COM	134429109
TCHP	T ROWE PRICE ETF INC	13,868	$528K	0.1%	$27.87	—	PRICE BLUE CHIP	87283Q107
MO	ALTRIA GROUP INC	8,540	$513K	0.1%	$49.42	+3.3%	COM	02209S103
V	VISA INC	1,459	$511K	0.1%	$244.39	+37.6%	COM CL A	92826C839
NWG	NATWEST GROUP PLC	42,583	$508K	0.1%	$7.25	—	SPONS ADR	639057207
GOOG	ALPHABET INC	3,210	$502K	0.1%	$115.81	+57.6%	CAP STK CL C	02079K107
WMT	WALMART INC	5,707	$501K	0.1%	$63.50	+46.4%	COM	931142103
DIS	DISNEY WALT CO	4,953	$489K	0.1%	$100.05	+6.2%	COM	254687106
EMR	EMERSON ELEC CO	4,434	$486K	0.1%	$95.30	+24.6%	COM	291011104
CASY	CASEYS GEN STORES INC	1,101	$478K	0.1%	$322.58	+26.5%	COM	147528103
ETN	EATON CORP PLC	1,756	$477K	0.1%	$252.04	+22.4%	SHS	G29183103
PRU	PRUDENTIAL FINL INC	4,049	$452K	0.1%	$89.24	+22.1%	COM	744320102
VLO	VALERO ENERGY CORP	3,405	$450K	0.1%	$123.05	+5.1%	COM	91913Y100
OGIG	ALPS ETF TR	9,790	$427K	0.1%	$29.30	—	OSHS GBL INTER	00162Q361
PFE	PFIZER INC	16,409	$416K	0.1%	$24.71	0.0%	COM	717081103
ISRG	INTUITIVE SURGICAL INC	837	$415K	0.1%	$501.66	+10.2%	COM NEW	46120E602
TXN	TEXAS INSTRS INC	2,253	$405K	0.1%	$169.32	+7.6%	COM	882508104
EXC	EXELON CORP	8,607	$397K	0.1%	$34.77	+16.5%	COM	30161N101
MMM	3M CO	2,692	$395K	0.1%	$144.58	0.0%	COM	88579Y101
SPGI	S&P GLOBAL INC	775	$394K	0.1%	$495.62	+2.4%	COM	78409V104
ADP	AUTOMATIC DATA PROCESSING IN	1,272	$389K	0.1%	$268.26	+10.1%	COM	053015103
ITW	ILLINOIS TOOL WKS INC	1,556	$386K	0.1%	$226.33	+10.8%	COM	452308109
ANGL	VANECK ETF TRUST	13,287	$383K	0.1%	$28.10	—	FALLEN ANGEL HG	92189F437
MRK	MERCK & CO INC	4,212	$378K	0.1%	$100.28	-10.1%	COM	58933Y105
RTX	RTX CORPORATION	2,829	$375K	0.1%	$105.30	+18.5%	COM	75513E101
AMAT	APPLIED MATLS INC	2,574	$374K	0.1%	$176.99	-5.8%	COM	038222105
FISV	FISERV INC	1,650	$364K	0.1%	$151.37	+44.6%	COM	337738108
KMB	KIMBERLY-CLARK CORP	2,554	$363K	0.1%	$130.11	-0.2%	COM	494368103
UBER	UBER TECHNOLOGIES INC	4,972	$362K	0.1%	$70.94	+1.6%	COM	90353T100
CRWD	CROWDSTRIKE HLDGS INC	1,022	$360K	0.1%	$338.52	+12.6%	CL A	22788C105
VUG	VANGUARD INDEX FDS	960	$356K	0.1%	$388.85	—	GROWTH ETF	922908736
HON	HONEYWELL INTL INC	1,665	$353K	0.1%	$176.58	+12.4%	COM	438516106
MSI	MOTOROLA SOLUTIONS INC	803	$351K	0.1%	$296.88	+48.7%	COM NEW	620076307
TT	TRANE TECHNOLOGIES PLC	1,034	$348K	0.1%	$359.21	-0.1%	SHS	G8994E103
GD	GENERAL DYNAMICS CORP	1,249	$340K	0.1%	$272.32	-6.1%	COM	369550108
LLY	ELI LILLY & CO	397	$328K	0.0%	$680.85	+21.4%	COM	532457108
XLK	SELECT SECTOR SPDR TR	1,575	$325K	0.0%	$197.56	—	TECHNOLOGY	81369Y803
QLD	PROSHARES TR	3,608	$321K	0.0%	$64.38	—	PSHS ULTRA QQQ	74347R206
BP	BP PLC	9,367	$317K	0.0%	$35.84	—	SPONSORED ADR	055622104
UBSI	UNITED BANKSHARES INC WEST V	9,012	$312K	0.0%	$36.74	-0.3%	COM	909907107
MU	MICRON TECHNOLOGY INC	3,449	$300K	0.0%	$112.61	-15.0%	COM	595112103
XYZ	BLOCK INC	5,463	$297K	0.0%	$69.67	+7.1%	CL A	852234103
MDT	MEDTRONIC PLC	3,195	$287K	0.0%	$87.41	0.0%	SHS	G5960L103
BA	BOEING CO	1,630	$278K	0.0%	$173.09	0.0%	COM	097023105
BMY	BRISTOL-MYERS SQUIBB CO	4,486	$274K	0.0%	$44.17	+25.6%	COM	110122108
ADSK	AUTODESK INC	1,044	$273K	0.0%	$216.61	+31.3%	COM	052769106
XMMO	INVESCO EXCHANGE TRADED FD T	2,393	$272K	0.0%	$114.86	—	S&P MDCP MOMNTUM	46137V464
LMBS	FIRST TR EXCHANGE-TRADED FD	5,537	$272K	0.0%	$49.16	—	FST LOW OPPT EFT	33739Q200
IEFA	ISHARES TR	3,531	$267K	0.0%	$70.29	—	CORE MSCI EAFE	46432F842
—	HESS CORP	1,622	$259K	0.0%	$159.73	—	COM	42809H107
SHEL	SHELL PLC	3,303	$242K	0.0%	$73.28	—	SPON ADS	780259305
AMGN	AMGEN INC	769	$239K	0.0%	$287.24	0.0%	COM	031162100
IEI	ISHARES TR	2,022	$239K	0.0%	$116.82	—	3 7 YR TREAS BD	464288661
SPMO	INVESCO EXCH TRADED FD TR II	2,576	$238K	0.0%	$80.41	—	S&P 500 MOMNTM	46138E339
FAF	FIRST AMERN FINL CORP	3,557	$233K	0.0%	$62.49	-1.9%	COM	31847R102
WFC	WELLS FARGO CO NEW	3,224	$231K	0.0%	$66.67	+10.5%	COM	949746101
COCO	VITA COCO CO INC	7,549	$231K	0.0%	$35.67	0.0%	COM	92846Q107
ALL	ALLSTATE CORP	1,116	$231K	0.0%	$189.83	+0.8%	COM	020002101
DOC	HEALTHPEAK PROPERTIES INC	11,376	$230K	0.0%	$19.82	-3.8%	COM	42250P103
TIP	ISHARES TR	2,056	$228K	0.0%	$110.25	—	TIPS BD ETF	464287176
VIG	VANGUARD SPECIALIZED FUNDS	1,157	$224K	0.0%	$194.00	—	DIV APP ETF	921908844
DIA	SPDR DOW JONES INDL AVERAGE	532	$223K	0.0%	$425.89	—	UT SER 1	78467X109
SBUX	STARBUCKS CORP	2,211	$217K	0.0%	$100.99	0.0%	COM	855244109
O	REALTY INCOME CORP	3,735	$217K	0.0%	$52.58	0.0%	COM	756109104
ICE	INTERCONTINENTAL EXCHANGE IN	1,254	$216K	0.0%	$162.09	0.0%	COM	45866F104
CGGR	CAPITAL GROUP GROWTH ETF	6,184	$212K	0.0%	$33.19	—	SHS CREATION UNI	14020G101
SUB	ISHARES TR	1,998	$211K	0.0%	$105.43	—	SHRT NAT MUN ETF	464288158
LOW	LOWES COS INC	882	$206K	0.0%	$242.06	0.0%	COM	548661107
KO	COCA COLA CO	2,870	$206K	0.0%	$64.97	0.0%	COM	191216100
TMFC	RBB FD INC	3,664	$204K	0.0%	$37.14	—	MOTLEY FOL ETF	74933W601
CAH	CARDINAL HEALTH INC	1,453	$200K	0.0%	$125.89	0.0%	COM	14149Y108
HGTY	HAGERTY INC	18,732	$169K	0.0%	$8.25	+17.6%	CL A COM	405166109
—	WALGREENS BOOTS ALLIANCE INC	13,808	$154K	0.0%	$34.48	—	COM	931427108