Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	90,176	$51.38M	12.4%	$388.96	—	S&P 500 ETF SHS	922908363
NVDA	NVIDIA CORPORATION	145,912	$23.05M	5.5%	$95.25	+32.1%	COM	67066G104
VB	VANGUARD INDEX FDS	96,690	$22.99M	5.5%	$193.33	—	SMALL CP ETF	922908751
AAPL	APPLE INC	74,767	$15.34M	3.7%	$169.69	+18.7%	COM	037833100
MSFT	MICROSOFT CORP	22,358	$11.12M	2.7%	$327.42	+32.1%	COM	594918104
VST	VISTRA CORP	43,553	$8.441M	2.0%	$32.68	+351.2%	COM	92840M102
GOOG	ALPHABET INC	46,495	$8.248M	2.0%	$109.79	+50.2%	CAP STK CL C	02079K107
BRK/B	BERKSHIRE HATHAWAY INC DEL	16,430	$7.981M	1.9%	$297.72	+70.6%	CL B NEW	084670702
META	META PLATFORMS INC	10,751	$7.935M	1.9%	$424.28	+45.3%	CL A	30303M102
AVGO	BROADCOM INC	27,436	$7.563M	1.8%	$148.24	+45.7%	COM	11135F101
PM	PHILIP MORRIS INTL INC	37,740	$6.925M	1.7%	$89.89	+86.2%	COM	718172109
MCK	MCKESSON CORP	8,068	$5.918M	1.4%	$367.20	+91.6%	COM	58155Q103
AMZN	AMAZON COM INC	24,304	$5.332M	1.3%	$168.22	+17.6%	COM	023135106
JPM	JPMORGAN CHASE & CO.	17,993	$5.216M	1.3%	$124.05	+103.7%	COM	46625H100
BBUS	J P MORGAN EXCHANGE TRADED F	42,242	$4.728M	1.1%	$93.10	—	BETABUILDRS US	46641Q399
BKNG	BOOKING HOLDINGS INC	794	$4.597M	1.1%	$3310.96	+53.9%	COM	09857L108
VEU	VANGUARD INTL EQUITY INDEX F	67,109	$4.511M	1.1%	$55.37	—	ALLWRLD EX US	922042775
CHKP	CHECK POINT SOFTWARE TECH LT	19,579	$4.332M	1.0%	$128.96	+70.6%	ORD	M22465104
MO	ALTRIA GROUP INC	71,641	$4.273M	1.0%	$37.69	+48.4%	COM	02209S103
WFC	WELLS FARGO CO NEW	53,147	$4.258M	1.0%	$45.45	+56.5%	COM	949746101
WMB	WILLIAMS COS INC	67,439	$4.236M	1.0%	$28.63	+101.4%	COM	969457100
CSCO	CISCO SYS INC	55,076	$3.821M	0.9%	$43.78	+37.9%	COM	17275R102
DBX	DROPBOX INC	131,075	$3.749M	0.9%	$24.69	+14.7%	CL A	26210C104
PGR	PROGRESSIVE CORP	13,138	$3.506M	0.8%	$116.63	+120.8%	COM	743315103
JNJ	JOHNSON & JOHNSON	21,999	$3.36M	0.8%	$153.92	-2.0%	COM	478160104
WMT	WALMART INC	33,548	$3.28M	0.8%	$55.87	+69.6%	COM	931142103
VBR	VANGUARD INDEX FDS	16,460	$3.225M	0.8%	$161.78	—	SM CP VAL ETF	922908611
JMOM	J P MORGAN EXCHANGE TRADED F	48,059	$3.09M	0.7%	$60.00	—	US MOMENTUM	46641Q779
NVR	NVR INC	406	$2.999M	0.7%	$5882.31	+21.8%	COM	62944T105
QCOM	QUALCOMM INC	18,644	$2.969M	0.7%	$172.24	-15.8%	COM	747525103
PG	PROCTER AND GAMBLE CO	18,457	$2.941M	0.7%	$133.43	+20.5%	COM	742718109
GOOGL	ALPHABET INC	16,613	$2.928M	0.7%	$180.70	-9.6%	CAP STK CL A	02079K305
BRK/A	BERKSHIRE HATHAWAY INC DEL	4	$2.915M	0.7%	$729330.75	+4.5%	CL A	084670108
BMY	BRISTOL-MYERS SQUIBB CO	62,786	$2.906M	0.7%	$51.22	-7.8%	COM	110122108
ABBV	ABBVIE INC	14,939	$2.773M	0.7%	$147.67	+23.7%	COM	00287Y109
LLY	ELI LILLY & CO	3,548	$2.766M	0.7%	$678.31	+14.0%	COM	532457108
ACGL	ARCH CAP GROUP LTD	30,332	$2.762M	0.7%	$53.09	+73.8%	ORD	G0450A105
MRK	MERCK & CO INC	34,152	$2.732M	0.7%	$93.85	-17.5%	COM	58933Y105
COF	CAPITAL ONE FINL CORP	12,751	$2.713M	0.7%	$186.28	-0.7%	COM	14040H105
XOM	EXXON MOBIL CORP	24,763	$2.669M	0.6%	$104.47	+0.0%	COM	30231G102
NSC	NORFOLK SOUTHN CORP	10,301	$2.637M	0.6%	$239.11	-2.5%	COM	655844108
CI	THE CIGNA GROUP	7,722	$2.553M	0.6%	$298.87	+6.4%	COM	125523100
IWM	ISHARES TR	11,801	$2.547M	0.6%	$174.36	—	RUSSELL 2000 ETF	464287655
IEFA	ISHARES TR	29,892	$2.495M	0.6%	$64.17	—	CORE MSCI EAFE	46432F842
GILD	GILEAD SCIENCES INC	22,162	$2.457M	0.6%	$101.11	+3.2%	COM	375558103
TSLA	TESLA INC	7,729	$2.455M	0.6%	$321.31	-6.2%	COM	88160R101
BAC	BANK AMERICA CORP	51,069	$2.417M	0.6%	$34.66	+19.6%	COM	060505104
VRTX	VERTEX PHARMACEUTICALS INC	4,912	$2.187M	0.5%	$329.42	+39.9%	COM	92532F100
ORCL	ORACLE CORP	9,881	$2.16M	0.5%	$122.90	+30.8%	COM	68389X105
RTX	RTX CORPORATION	14,683	$2.144M	0.5%	$90.54	+45.5%	COM	75513E101
SCHW	SCHWAB CHARLES CORP	22,825	$2.083M	0.5%	$72.26	+15.1%	COM	808513105
MCD	MCDONALDS CORP	6,860	$2.004M	0.5%	$292.89	+3.6%	COM	580135101
MA	MASTERCARD INCORPORATED	3,554	$1.997M	0.5%	$543.01	+1.6%	CL A	57636Q104
AXP	AMERICAN EXPRESS CO	6,084	$1.941M	0.5%	$292.46	-4.5%	COM	025816109
MPC	MARATHON PETE CORP	11,324	$1.881M	0.5%	$143.28	+3.2%	COM	56585A102
GLOF	ISHARES TR	38,511	$1.856M	0.4%	$48.20	—	GLOBAL EQUITY	46434V316
EOG	EOG RES INC	15,405	$1.843M	0.4%	$116.56	-3.8%	COM	26875P101
PEP	PEPSICO INC	13,911	$1.837M	0.4%	$152.26	-13.9%	COM	713448108
D	DOMINION ENERGY INC	31,587	$1.785M	0.4%	$52.18	+1.9%	COM	25746U109
CVX	CHEVRON CORP NEW	12,164	$1.742M	0.4%	$146.18	-6.3%	COM	166764100
V	VISA INC	4,790	$1.701M	0.4%	$336.75	+3.0%	COM CL A	92826C839
BKR	BAKER HUGHES COMPANY	42,588	$1.633M	0.4%	$25.82	+44.4%	CL A	05722G100
BBIN	J P MORGAN EXCHANGE TRADED F	23,613	$1.594M	0.4%	$53.95	—	BETABUILDERS I	46641Q373
MGC	VANGUARD WORLD FD	6,725	$1.516M	0.4%	$201.38	—	MEGA CAP INDEX	921910873
VONG	VANGUARD SCOTTSDALE FDS	13,460	$1.47M	0.4%	$68.44	—	VNG RUS1000GRW	92206C680
COST	COSTCO WHSL CORP NEW	1,465	$1.45M	0.3%	$970.78	+2.1%	COM	22160K105
JAVA	J P MORGAN EXCHANGE TRADED F	21,818	$1.429M	0.3%	$59.32	—	ACTIVE VALUE ETF	46641Q167
CF	CF INDS HLDGS INC	14,826	$1.364M	0.3%	$83.60	+0.4%	COM	125269100
EXPD	EXPEDITORS INTL WASH INC	11,928	$1.363M	0.3%	$107.76	+2.9%	COM	302130109
SPY	SPDR S&P 500 ETF TR	2,184	$1.353M	0.3%	$561.10	—	TR UNIT	78462F103
LH	LABCORP HOLDINGS INC	5,131	$1.347M	0.3%	$240.27	+0.6%	COM SHS	504922105
C	CITIGROUP INC	15,734	$1.339M	0.3%	$67.14	+6.0%	COM NEW	172967424
HD	HOME DEPOT INC	3,590	$1.316M	0.3%	$380.72	-6.5%	COM	437076102
CBRE	CBRE GROUP INC	9,386	$1.315M	0.3%	$135.89	-6.9%	CL A	12504L109
VEA	VANGUARD TAX-MANAGED FDS	23,056	$1.314M	0.3%	$43.60	—	VAN FTSE DEV MKT	921943858
JGRO	J P MORGAN EXCHANGE TRADED F	14,969	$1.288M	0.3%	$63.25	—	ACTIVE GROWTH	46654Q609
VYM	VANGUARD WHITEHALL FDS	9,445	$1.259M	0.3%	$128.96	—	HIGH DIV YLD	921946406
VO	VANGUARD INDEX FDS	4,368	$1.227M	0.3%	$258.62	—	MID CAP ETF	922908629
HON	HONEYWELL INTL INC	5,175	$1.205M	0.3%	$198.41	+0.6%	COM	438516106
KO	COCA COLA CO	16,899	$1.205M	0.3%	$64.97	+7.4%	COM	191216100
NOC	NORTHROP GRUMMAN CORP	2,273	$1.136M	0.3%	$473.37	+2.7%	COM	666807102
DE	DEERE & CO	2,175	$1.109M	0.3%	$461.52	+5.0%	COM	244199105
AMAT	APPLIED MATLS INC	5,829	$1.067M	0.3%	$166.35	-5.3%	COM	038222105
ORLY	OREILLY AUTOMOTIVE INC	11,550	$1.041M	0.3%	$90.90	+0.3%	COM	67103H107
IJS	ISHARES TR	10,069	$1.002M	0.2%	$91.31	—	SP SMCP600VL ETF	464287879
LMT	LOCKHEED MARTIN CORP	2,159	$1M	0.2%	$450.59	+1.9%	COM	539830109
ADBE	ADOBE INC	2,545	$985K	0.2%	$407.43	-5.4%	COM	00724F101
NEE	NEXTERA ENERGY INC	14,016	$973K	0.2%	$68.66	-0.8%	COM	65339F101
LRCX	LAM RESEARCH CORP	9,882	$964K	0.2%	$75.09	+5.0%	COM NEW	512807306
TXN	TEXAS INSTRS INC	4,498	$934K	0.2%	$182.23	-4.4%	COM	882508104
JIRE	J P MORGAN EXCHANGE TRADED F	12,460	$882K	0.2%	$65.97	—	INTRNL RES EQT	46641Q134
DIS	DISNEY WALT CO	7,076	$881K	0.2%	$106.29	-3.3%	COM	254687106
CRM	SALESFORCE INC	3,187	$870K	0.2%	$296.65	-10.3%	COM	79466L302
IBM	INTERNATIONAL BUSINESS MACHS	2,929	$863K	0.2%	$239.74	+5.9%	COM	459200101
GSLC	GOLDMAN SACHS ETF TR	7,075	$859K	0.2%	$110.08	—	ACTIVEBETA US LG	381430503
RL	RALPH LAUREN CORP	3,049	$839K	0.2%	$245.36	0.0%	CL A	751212101
GE	GE AEROSPACE	3,238	$833K	0.2%	$196.08	+11.5%	COM NEW	369604301
KMB	KIMBERLY-CLARK CORP	6,349	$827K	0.2%	$129.79	+1.5%	COM	494368103
FOXA	FOX CORP	14,665	$822K	0.2%	$46.95	+11.8%	CL A COM	35137L105
CTAS	CINTAS CORP	3,587	$799K	0.2%	$199.38	+7.4%	COM	172908105
TGT	TARGET CORP	7,944	$784K	0.2%	$136.67	-31.7%	COM	87612E106
MDLZ	MONDELEZ INTL INC	11,412	$775K	0.2%	$59.75	+9.0%	CL A	609207105
ABT	ABBOTT LABS	5,652	$769K	0.2%	$125.58	+4.0%	COM	002824100
GWW	GRAINGER W W INC	736	$766K	0.2%	$1025.88	+0.7%	COM	384802104
CAT	CATERPILLAR INC	1,970	$765K	0.2%	$351.95	-6.0%	COM	149123101
VIG	VANGUARD SPECIALIZED FUNDS	3,696	$760K	0.2%	$194.16	—	DIV APP ETF	921908844
DUK	DUKE ENERGY CORP NEW	6,428	$759K	0.2%	$110.55	+4.4%	COM NEW	26441C204
TFC	TRUIST FINL CORP	17,397	$748K	0.2%	$42.44	-10.5%	COM	89832Q109
DHR	DANAHER CORPORATION	3,688	$730K	0.2%	$216.00	-10.6%	COM	235851102
EFA	ISHARES TR	8,038	$719K	0.2%	$88.78	—	MSCI EAFE ETF	464287465
PAYX	PAYCHEX INC	4,926	$717K	0.2%	$143.46	+2.8%	COM	704326107
OC	OWENS CORNING NEW	5,136	$706K	0.2%	$162.28	-14.9%	COM	690742101
RSP	INVESCO EXCHANGE TRADED FD T	3,853	$700K	0.2%	$173.23	—	S&P500 EQL WGT	46137V357
POST	POST HLDGS INC	6,250	$681K	0.2%	$110.95	+1.0%	COM	737446104
MU	MICRON TECHNOLOGY INC	5,417	$668K	0.2%	$95.73	-2.6%	COM	595112103
BLK	BLACKROCK INC	625	$656K	0.2%	$961.20	-2.9%	COM	09290D101
WTW	WILLIS TOWERS WATSON PLC LTD	2,105	$647K	0.2%	$322.30	-4.6%	SHS	G96629103
TJX	TJX COS INC NEW	5,239	$647K	0.2%	$120.19	+4.7%	COM	872540109
LOW	LOWES COS INC	2,861	$635K	0.2%	$242.06	-8.9%	COM	548661107
NFLX	NETFLIX INC	474	$635K	0.2%	$96.43	+17.3%	COM	64110L106
EQIX	EQUINIX INC	786	$625K	0.2%	$880.48	-5.1%	COM	29444U700
EQT	EQT CORP	10,220	$596K	0.1%	$40.90	+31.0%	COM	26884L109
SYF	SYNCHRONY FINANCIAL	8,655	$578K	0.1%	$58.62	-5.6%	COM	87165B103
SO	SOUTHERN CO	6,261	$575K	0.1%	$84.27	+4.4%	COM	842587107
IJR	ISHARES TR	5,204	$569K	0.1%	$104.57	—	CORE S&P SCP ETF	464287804
JGLO	J P MORGAN EXCHANGE TRADED F	8,815	$567K	0.1%	$60.32	—	GLOBAL SEL EQUIT	46654Q740
APD	AIR PRODS & CHEMS INC	2,005	$566K	0.1%	$300.39	-10.7%	COM	009158106
MS	MORGAN STANLEY	3,986	$561K	0.1%	$125.91	-3.9%	COM NEW	617446448
VZ	VERIZON COMMUNICATIONS INC	12,687	$549K	0.1%	$31.16	+34.2%	COM	92343V104
INTU	INTUIT	682	$537K	0.1%	$608.20	+10.9%	COM	461202103
ACN	ACCENTURE PLC IRELAND	1,789	$535K	0.1%	$349.45	-13.3%	SHS CLASS A	G1151C101
CMG	CHIPOTLE MEXICAN GRILL INC	9,499	$533K	0.1%	$54.16	-6.1%	COM	169656105
AMP	AMERIPRISE FINL INC	980	$523K	0.1%	$517.25	-5.2%	COM	03076C106
KLAC	KLA CORP	575	$515K	0.1%	$714.90	+4.7%	COM NEW	482480100
GLW	CORNING INC	9,772	$514K	0.1%	$48.02	-3.6%	COM	219350105
EXPE	EXPEDIA GROUP INC	3,031	$511K	0.1%	$161.40	0.0%	COM NEW	30212P303
CRH	CRH PLC	5,543	$509K	0.1%	$79.54	+14.4%	ORD	G25508105
UNH	UNITEDHEALTH GROUP INC	1,622	$506K	0.1%	$499.48	-24.9%	COM	91324P102
SMCI	SUPER MICRO COMPUTER INC	9,875	$484K	0.1%	$37.94	+1.6%	COM NEW	86800U302
JEMA	J P MORGAN EXCHANGE TRADED F	11,200	$482K	0.1%	$36.39	—	ACTIVEBLDRS EMER	46641Q266
GD	GENERAL DYNAMICS CORP	1,636	$477K	0.1%	$263.09	+3.6%	COM	369550108
SPGI	S&P GLOBAL INC	896	$472K	0.1%	$507.58	-2.2%	COM	78409V104
VWO	VANGUARD INTL EQUITY INDEX F	9,539	$472K	0.1%	$47.59	—	FTSE EMR MKT ETF	922042858
LHX	L3HARRIS TECHNOLOGIES INC	1,856	$466K	0.1%	$206.30	+10.1%	COM	502431109
ZM	ZOOM COMMUNICATIONS INC	5,910	$461K	0.1%	$78.49	-1.5%	CL A	98980L101
EBAY	EBAY INC.	6,182	$460K	0.1%	$67.66	+3.8%	COM	278642103
FIS	FIDELITY NATL INFORMATION SV	5,614	$457K	0.1%	$73.62	+4.0%	COM	31620M106
JLL	JONES LANG LASALLE INC	1,784	$456K	0.1%	$257.81	-11.1%	COM	48020Q107
UVV	UNIVERSAL CORP VA	7,800	$454K	0.1%	$53.31	+8.0%	COM	913456109
GS	GOLDMAN SACHS GROUP INC	640	$453K	0.1%	$589.67	-3.0%	COM	38141G104
TT	TRANE TECHNOLOGIES PLC	1,009	$441K	0.1%	$359.02	+9.5%	SHS	G8994E103
CTVA	CORTEVA INC	5,857	$437K	0.1%	$61.73	+7.2%	COM	22052L104
CB	CHUBB LIMITED	1,487	$432K	0.1%	$281.37	+2.0%	COM	H1467J104
TXT	TEXTRON INC	5,333	$428K	0.1%	$74.69	-3.2%	COM	883203101
VYMI	VANGUARD WHITEHALL FDS	5,265	$422K	0.1%	$76.08	—	INTL HIGH ETF	921946794
DELL	DELL TECHNOLOGIES INC	3,396	$416K	0.1%	$104.22	-2.8%	CL C	24703L202
GEV	GE VERNOVA INC	784	$415K	0.1%	$348.14	+19.5%	COM	36828A101
IEMG	ISHARES INC	6,857	$412K	0.1%	$53.97	—	CORE MSCI EMKT	46434G103
HCA	HCA HEALTHCARE INC	1,043	$400K	0.1%	$322.68	+11.1%	COM	40412C101
AMGN	AMGEN INC	1,399	$391K	0.1%	$286.36	-3.0%	COM	031162100
ADI	ANALOG DEVICES INC	1,627	$387K	0.1%	$212.91	-3.2%	COM	032654105
TPR	TAPESTRY INC	4,336	$381K	0.1%	$74.95	0.0%	COM	876030107
WM	WASTE MGMT INC DEL	1,652	$378K	0.1%	$218.96	+4.9%	COM	94106L109
SBUX	STARBUCKS CORP	4,121	$378K	0.1%	$100.99	-15.7%	COM	855244109
FISV	FISERV INC	2,169	$374K	0.1%	$218.93	-17.2%	COM	337738108
AEP	AMERICAN ELEC PWR CO INC	3,589	$372K	0.1%	$98.44	+3.6%	COM	025537101
WSM	WILLIAMS SONOMA INC	2,216	$362K	0.1%	$155.70	0.0%	COM	969904101
PNC	PNC FINL SVCS GROUP INC	1,919	$358K	0.1%	$183.33	-9.5%	COM	693475105
CMCSA	COMCAST CORP NEW	9,970	$356K	0.1%	$30.21	+12.2%	CL A	20030N101
CRBG	COREBRIDGE FINL INC	9,883	$351K	0.1%	$31.39	-3.0%	COM	21871X109
FFIV	F5 INC	1,187	$349K	0.1%	$276.25	0.0%	COM	315616102
EMR	EMERSON ELEC CO	2,591	$345K	0.1%	$118.79	-4.4%	COM	291011104
ADP	AUTOMATIC DATA PROCESSING IN	1,108	$343K	0.1%	$295.41	+2.4%	COM	053015103
CEG	CONSTELLATION ENERGY CORP	1,044	$337K	0.1%	$263.84	0.0%	COM	21037T109
NI	NISOURCE INC	8,265	$333K	0.1%	$37.69	+2.4%	COM	65473P105
CL	COLGATE PALMOLIVE CO	3,664	$333K	0.1%	$87.83	+2.5%	COM	194162103
AIG	AMERICAN INTL GROUP INC	3,880	$332K	0.1%	$76.16	+7.7%	COM NEW	026874784
RPM	RPM INTL INC	2,928	$322K	0.1%	$121.57	-9.5%	COM	749685103
IYW	ISHARES TR	1,810	$314K	0.1%	$140.44	—	U.S. TECH ETF	464287721
TEL	TE CONNECTIVITY PLC	1,856	$313K	0.1%	$146.72	+2.9%	ORD SHS	G87052109
FAST	FASTENAL CO	7,306	$307K	0.1%	$38.61	+3.9%	COM	311900104
SHAK	SHAKE SHACK INC	2,148	$302K	0.1%	$108.92	0.0%	CL A	819047101
PLTR	PALANTIR TECHNOLOGIES INC	2,215	$302K	0.1%	$117.28	0.0%	CL A	69608A108
NXPI	NXP SEMICONDUCTORS N V	1,347	$296K	0.1%	$192.76	0.0%	COM	N6596X109
TRV	TRAVELERS COMPANIES INC	1,093	$292K	0.1%	$246.09	+5.9%	COM	89417E109
LIN	LINDE PLC	596	$280K	0.1%	$444.55	+1.7%	SHS	G54950103
MMM	3M CO	1,806	$275K	0.1%	$141.25	0.0%	COM	88579Y101
CCI	CROWN CASTLE INC	2,662	$273K	0.1%	$89.13	+10.0%	COM	22822V101
FDX	FEDEX CORP	1,148	$263K	0.1%	$249.75	-13.8%	COM	31428X106
QQQ	INVESCO QQQ TR	471	$260K	0.1%	$469.63	—	UNIT SER 1	46090E103
PHM	PULTE GROUP INC	2,456	$260K	0.1%	$91.05	+10.0%	COM	745867101
ELV	ELEVANCE HEALTH INC	665	$259K	0.1%	$394.28	+0.6%	COM	036752103
TMO	THERMO FISHER SCIENTIFIC INC	633	$257K	0.1%	$539.78	-22.7%	COM	883556102
ALL	ALLSTATE CORP	1,225	$248K	0.1%	$191.27	+2.9%	COM	020002101
NOW	SERVICENOW INC	240	$247K	0.1%	$188.66	0.0%	COM	81762P102
CINF	CINCINNATI FINL CORP	1,641	$246K	0.1%	$137.84	+2.2%	COM	172062101
HII	HUNTINGTON INGALLS INDS INC	994	$240K	0.1%	$220.44	0.0%	COM	446413106
JPEM	J P MORGAN EXCHANGE TRADED F	4,147	$234K	0.1%	$56.32	—	DIV RTN EM EQT	46641Q308
UNP	UNION PAC CORP	1,013	$233K	0.1%	$235.58	-7.3%	COM	907818108
ADSK	AUTODESK INC	748	$232K	0.1%	$283.70	0.0%	COM	052769106
PRU	PRUDENTIAL FINL INC	2,106	$226K	0.1%	$108.96	-8.0%	COM	744320102
ISRG	INTUITIVE SURGICAL INC	411	$223K	0.1%	$553.02	-5.5%	COM NEW	46120E602
ROP	ROPER TECHNOLOGIES INC	393	$223K	0.1%	$557.52	+0.8%	COM	776696106
UBER	UBER TECHNOLOGIES INC	2,371	$221K	0.1%	$82.32	0.0%	COM	90353T100
JVAL	J P MORGAN EXCHANGE TRADED F	4,961	$219K	0.1%	$44.23	—	US VALUE FACTR	46641Q753
T	AT&T INC	7,568	$219K	0.1%	$24.35	+10.7%	COM	00206R102
JPIN	J P MORGAN EXCHANGE TRADED F	3,340	$214K	0.1%	$59.83	—	DIV RTN INT EQ	46641Q209
WAB	WABTEC	1,023	$214K	0.1%	$191.67	0.0%	COM	929740108
TMUS	T-MOBILE US INC	879	$209K	0.1%	$243.03	-0.6%	COM	872590104
BSX	BOSTON SCIENTIFIC CORP	1,941	$208K	0.1%	$101.18	0.0%	COM	101137107
ETN	EATON CORP PLC	582	$208K	0.0%	$306.71	0.0%	SHS	G29183103
JEPI	J P MORGAN EXCHANGE TRADED F	3,584	$204K	0.0%	$57.13	—	EQUITY PREMIUM	46641Q332
PFE	PFIZER INC	8,340	$202K	0.0%	$31.43	-28.9%	COM	717081103
VT	VANGUARD INTL EQUITY INDEX F	1,435	$184K	0.0%	$115.93	—	TT WRLD ST ETF	922042742
IWD	ISHARES TR	711	$138K	0.0%	$188.16	—	RUS 1000 VAL ETF	464287598
ITOT	ISHARES TR	1,000	$135K	0.0%	$122.01	—	CORE S&P TTL STK	464287150
JPEF	J P MORGAN EXCHANGE TRADED F	1,877	$132K	0.0%	$67.22	—	EQUITY FOCUS ETF	46654Q781
IJH	ISHARES TR	1,835	$114K	0.0%	$58.35	—	CORE S&P MCP ETF	464287507
IWN	ISHARES TR	485	$76,514	0.0%	$150.98	—	RUS 2000 VAL ETF	464287630
VTV	VANGUARD INDEX FDS	369	$65,573	0.0%	$177.70	—	VALUE ETF	922908744
VTI	VANGUARD INDEX FDS	181	$55,177	0.0%	$275.17	—	TOTAL STK MKT	922908769
IYG	ISHARES TR	580	$49,648	0.0%	$78.55	—	U.S. FIN SVC ETF	464287770
JEPQ	J P MORGAN EXCHANGE TRADED F	333	$18,115	0.0%	$53.35	—	NASDAQ EQT PREM	46654Q203
—	HEALTHCARE TRIANGLE INC	254,412	$7,073	0.0%	$0.03	—	COM NEW	42227W207
ESGV	VANGUARD WORLD FD	14	$1,535	0.0%	$109.64	—	ESG US STK ETF	921910733
ESGE	ISHARES INC	11	$431	0.0%	$39.18	—	ESG AWR MSCI EM	46434G863