Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	192,997	$129M	16.1%	$334.37	—	CORE S&P500 ETF	464287200
AVDE	AMERICAN CENTY ETF TR	648,068	$51.13M	6.4%	$64.39	—	INTL EQT ETF	025072703
AVUS	AMERICAN CENTY ETF TR	382,514	$41.58M	5.2%	$91.50	—	US EQT ETF	025072885
VGIT	VANGUARD SCOTTSDALE FDS	540,773	$32.46M	4.0%	$59.87	—	INTER TERM TREAS	92206C706
VTEB	VANGUARD MUN BD FDS	641,405	$32.12M	4.0%	$49.94	—	TAX EXEMPT BD	922907746
SPY	SPDR S&P 500 ETF TR	47,452	$31.61M	3.9%	$222.51	—	TR UNIT	78462F103
IDEV	ISHARES TR	347,007	$27.82M	3.5%	$68.26	—	CORE MSCI INTL	46435G326
AAPL	APPLE INC	97,411	$24.8M	3.1%	$129.81	+73.8%	COM	037833100
AVEM	AMERICAN CENTY ETF TR	217,549	$16.34M	2.0%	$60.19	—	AVANTIS EMGMKT	025072604
IEMG	ISHARES INC	241,222	$15.9M	2.0%	$49.99	—	CORE MSCI EMKT	46434G103
AOR	ISHARES TR	235,663	$15.17M	1.9%	$53.57	—	CORE 60/40 BALAN	464289867
NVDA	NVIDIA CORPORATION	70,847	$13.22M	1.6%	$98.54	+76.9%	COM	67066G104
IEFA	ISHARES TR	138,417	$12.09M	1.5%	$59.32	—	CORE MSCI EAFE	46432F842
AVES	AMERICAN CENTY ETF TR	200,377	$11.5M	1.4%	$48.54	—	EMERGING MKT VAL	025072372
IAU	ISHARES GOLD TR	154,332	$11.23M	1.4%	$35.90	—	ISHARES NEW	464285204
AVUV	AMERICAN CENTY ETF TR	94,095	$9.365M	1.2%	$93.21	—	US SML CP VALU	025072877
VEA	VANGUARD TAX-MANAGED FDS	146,427	$8.774M	1.1%	$43.51	—	VAN FTSE DEV MKT	921943858
VTI	VANGUARD INDEX FDS	26,083	$8.56M	1.1%	$250.76	—	TOTAL STK MKT	922908769
MSFT	MICROSOFT CORP	15,519	$8.038M	1.0%	$256.67	+98.2%	COM	594918104
ESGV	VANGUARD WORLD FD	64,081	$7.59M	0.9%	$75.68	—	ESG US STK ETF	921910733
MUB	ISHARES TR	69,115	$7.36M	0.9%	$105.19	—	NATIONAL MUN ETF	464288414
VOO	VANGUARD INDEX FDS	11,802	$7.227M	0.9%	$327.76	—	S&P 500 ETF SHS	922908363
GOOG	ALPHABET INC	29,202	$7.112M	0.9%	$131.36	+59.8%	CAP STK CL C	02079K107
CRBN	ISHARES TR	30,119	$6.833M	0.9%	$156.76	—	MSCI LW CRB TG	46434V464
MGV	VANGUARD WORLD FD	43,138	$5.942M	0.7%	$102.85	—	MEGA CAP VAL ETF	921910840
AMZN	AMAZON COM INC	26,364	$5.789M	0.7%	$131.72	+71.8%	COM	023135106
EFA	ISHARES TR	58,730	$5.484M	0.7%	$58.19	—	MSCI EAFE ETF	464287465
ESGD	ISHARES TR	57,446	$5.341M	0.7%	$63.51	—	ESG AW MSCI EAFE	46435G516
IJH	ISHARES TR	75,674	$4.938M	0.6%	$93.79	—	CORE S&P MCP ETF	464287507
AVGO	BROADCOM INC	14,830	$4.892M	0.6%	$151.02	+102.4%	COM	11135F101
IWM	ISHARES TR	19,457	$4.708M	0.6%	$141.04	—	RUSSELL 2000 ETF	464287655
GOOGL	ALPHABET INC	18,030	$4.383M	0.5%	$122.78	+70.4%	CAP STK CL A	02079K305
ACWI	ISHARES TR	31,002	$4.286M	0.5%	$67.68	—	MSCI ACWI ETF	464288257
NULV	NUSHARES ETF TR	95,348	$4.179M	0.5%	$33.19	—	NUVEEN ESG LRGVL	67092P300
PLTR	PALANTIR TECHNOLOGIES INC	22,721	$4.145M	0.5%	$162.07	0.0%	CL A	69608A108
PG	PROCTER AND GAMBLE CO	26,875	$4.129M	0.5%	$88.70	+74.6%	COM	742718109
META	META PLATFORMS INC	5,342	$3.923M	0.5%	$301.47	+146.5%	CL A	30303M102
JPM	JPMORGAN CHASE & CO.	11,979	$3.779M	0.5%	$107.26	+175.9%	COM	46625H100
NUSC	NUSHARES ETF TR	84,525	$3.728M	0.5%	$29.48	—	NUVEEN ESG SMLCP	67092P607
XVV	ISHARES TR	63,847	$3.289M	0.4%	$28.42	—	ESG SELECT SCRE	46436E569
TSM	TAIWAN SEMICONDUCTOR MFG LTD	9,890	$2.762M	0.3%	$109.83	—	SPONSORED ADS	874039100
LLY	ELI LILLY & CO	3,601	$2.748M	0.3%	$284.58	+160.8%	COM	532457108
VT	VANGUARD INTL EQUITY INDEX F	19,025	$2.622M	0.3%	$98.44	—	TT WRLD ST ETF	922042742
LIN	LINDE PLC	5,485	$2.605M	0.3%	$331.69	+41.9%	SHS	G54950103
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,113	$2.57M	0.3%	$324.75	+49.1%	CL B NEW	084670702
VWO	VANGUARD INTL EQUITY INDEX F	47,258	$2.56M	0.3%	$40.76	—	FTSE EMR MKT ETF	922042858
SCHF	SCHWAB STRATEGIC TR	108,904	$2.535M	0.3%	$23.28	—	INTL EQTY ETF	808524805
ABBV	ABBVIE INC	10,832	$2.508M	0.3%	$112.43	+79.6%	COM	00287Y109
XLK	SELECT SECTOR SPDR TR	8,806	$2.482M	0.3%	$235.80	—	TECHNOLOGY	81369Y803
ORCL	ORACLE CORP	8,310	$2.337M	0.3%	$75.01	+238.9%	COM	68389X105
V	VISA INC	6,790	$2.318M	0.3%	$208.71	+65.4%	COM CL A	92826C839
KO	COCA COLA CO	33,102	$2.195M	0.3%	$42.33	+60.5%	COM	191216100
QQQ	INVESCO QQQ TR	3,648	$2.19M	0.3%	$313.44	—	UNIT SER 1	46090E103
DELL	DELL TECHNOLOGIES INC	15,393	$2.182M	0.3%	$64.27	+101.0%	CL C	24703L202
PEP	PEPSICO INC	15,197	$2.134M	0.3%	$109.06	+28.8%	COM	713448108
EEM	ISHARES TR	39,085	$2.087M	0.3%	$36.42	—	MSCI EMG MKT ETF	464287234
HD	HOME DEPOT INC	4,703	$1.905M	0.2%	$260.84	+49.2%	COM	437076102
IWF	ISHARES TR	4,019	$1.882M	0.2%	$243.65	—	RUS 1000 GRW ETF	464287614
NFLX	NETFLIX INC	1,523	$1.826M	0.2%	$59.67	+104.6%	COM	64110L106
TRV	TRAVELERS COMPANIES INC	6,434	$1.796M	0.2%	$131.07	+102.9%	COM	89417E109
SCHB	SCHWAB STRATEGIC TR	66,151	$1.701M	0.2%	$33.42	—	US BRD MKT ETF	808524102
ABT	ABBOTT LABS	12,698	$1.701M	0.2%	$99.64	+31.1%	COM	002824100
VBR	VANGUARD INDEX FDS	8,122	$1.695M	0.2%	$161.83	—	SM CP VAL ETF	922908611
DIS	DISNEY WALT CO	14,525	$1.663M	0.2%	$102.11	+14.6%	COM	254687106
PFE	PFIZER INC	64,271	$1.638M	0.2%	$27.78	-13.1%	COM	717081103
LRCX	LAM RESEARCH CORP	11,821	$1.583M	0.2%	$76.36	+38.2%	COM NEW	512807306
MA	MASTERCARD INCORPORATED	2,626	$1.494M	0.2%	$381.03	+50.5%	CL A	57636Q104
MRK	MERCK & CO INC	17,719	$1.487M	0.2%	$76.68	+5.7%	COM	58933Y105
AMD	ADVANCED MICRO DEVICES INC	9,132	$1.478M	0.2%	$172.50	-6.4%	COM	007903107
AXP	AMERICAN EXPRESS CO	4,251	$1.412M	0.2%	$159.00	+99.1%	COM	025816109
INTU	INTUIT	2,011	$1.373M	0.2%	$372.04	+93.4%	COM	461202103
GLD	SPDR GOLD TR	3,573	$1.27M	0.2%	$145.84	—	GOLD SHS	78463V107
ESML	ISHARES TR	28,141	$1.269M	0.2%	$38.80	—	ESG AWARE MSCI	46435U663
COST	COSTCO WHSL CORP NEW	1,357	$1.256M	0.2%	$304.82	+213.9%	COM	22160K105
GILD	GILEAD SCIENCES INC	10,873	$1.207M	0.2%	$94.50	+18.8%	COM	375558103
TSLA	TESLA INC	2,706	$1.203M	0.1%	$251.07	+38.1%	COM	88160R101
GS	GOLDMAN SACHS GROUP INC	1,502	$1.196M	0.1%	$362.97	+102.5%	COM	38141G104
WMT	WALMART INC	11,601	$1.196M	0.1%	$52.19	+90.1%	COM	931142103
CAT	CATERPILLAR INC	2,500	$1.193M	0.1%	$293.55	+44.9%	COM	149123101
UNP	UNION PAC CORP	5,007	$1.184M	0.1%	$200.62	+11.2%	COM	907818108
IBM	INTERNATIONAL BUSINESS MACHS	4,159	$1.173M	0.1%	$253.82	+2.3%	COM	459200101
INTC	INTEL CORP	34,786	$1.167M	0.1%	$29.57	-18.1%	COM	458140100
VB	VANGUARD INDEX FDS	4,587	$1.166M	0.1%	$167.46	—	SMALL CP ETF	922908751
LUMN	LUMEN TECHNOLOGIES INC	185,078	$1.133M	0.1%	$3.01	+59.6%	COM	550241103
ADP	AUTOMATIC DATA PROCESSING IN	3,746	$1.099M	0.1%	$180.32	+65.1%	COM	053015103
T	AT&T INC	38,781	$1.095M	0.1%	$16.98	+65.3%	COM	00206R102
BX	BLACKSTONE INC	6,327	$1.081M	0.1%	$131.21	+29.2%	COM	09260D107
TJX	TJX COS INC NEW	7,417	$1.072M	0.1%	$79.38	+66.6%	COM	872540109
XOM	EXXON MOBIL CORP	9,381	$1.058M	0.1%	$73.08	+50.1%	COM	30231G102
WELL	WELLTOWER INC	5,928	$1.056M	0.1%	$126.81	+28.9%	COM	95040Q104
IWD	ISHARES TR	5,148	$1.048M	0.1%	$149.61	—	RUS 1000 VAL ETF	464287598
BKNG	BOOKING HOLDINGS INC	191	$1.032M	0.1%	$2430.88	+128.9%	COM	09857L108
UBER	UBER TECHNOLOGIES INC	10,400	$1.019M	0.1%	$47.34	+97.5%	COM	90353T100
ASML	ASML HOLDING N V	1,046	$1.013M	0.1%	$588.07	—	N Y REGISTRY SHS	N07059210
JNJ	JOHNSON & JOHNSON	5,433	$1.007M	0.1%	$135.02	+25.5%	COM	478160104
VV	VANGUARD INDEX FDS	3,250	$1.001M	0.1%	$99.60	—	LARGE CAP ETF	922908637
VBK	VANGUARD INDEX FDS	3,347	$996K	0.1%	$202.04	—	SML CP GRW ETF	922908595
LOW	LOWES COS INC	3,890	$978K	0.1%	$196.07	+24.6%	COM	548661107
CRM	SALESFORCE INC	4,078	$967K	0.1%	$227.23	+10.7%	COM	79466L302
QCOM	QUALCOMM INC	5,807	$966K	0.1%	$120.97	+29.9%	COM	747525103
MS	MORGAN STANLEY	6,045	$961K	0.1%	$96.86	+51.2%	COM NEW	617446448
AMAT	APPLIED MATLS INC	4,682	$959K	0.1%	$117.84	+53.4%	COM	038222105
BK	BANK NEW YORK MELLON CORP	8,679	$946K	0.1%	$69.48	+45.9%	COM	064058100
NOW	SERVICENOW INC	1,016	$935K	0.1%	$138.28	+35.1%	COM	81762P102
SPGI	S&P GLOBAL INC	1,908	$929K	0.1%	$448.04	+19.1%	COM	78409V104
GEV	GE VERNOVA INC	1,470	$904K	0.1%	$468.49	+29.2%	COM	36828A101
VZ	VERIZON COMMUNICATIONS INC	20,365	$895K	0.1%	$38.86	+9.3%	COM	92343V104
IBN	ICICI BANK LIMITED	28,960	$875K	0.1%	$24.13	—	ADR	45104G104
BSX	BOSTON SCIENTIFIC CORP	8,473	$827K	0.1%	$51.40	+101.5%	COM	101137107
PANW	PALO ALTO NETWORKS INC	4,056	$826K	0.1%	$186.09	+2.9%	COM	697435105
SONY	SONY GROUP CORP	28,410	$818K	0.1%	$23.41	—	SPONSORED ADR	835699307
C	CITIGROUP INC	8,047	$817K	0.1%	$46.99	+100.3%	COM NEW	172967424
NAGE	NIAGEN BIOSCIENCE INC	85,000	$793K	0.1%	$3.52	+187.1%	COM NEW	171077407
ANET	ARISTA NETWORKS INC	5,431	$791K	0.1%	$100.76	+27.8%	COM SHS	040413205
WAB	WABTEC	3,916	$785K	0.1%	$107.22	+83.7%	COM	929740108
BBVA	BANCO BILBAO VIZCAYA ARGENTA	40,123	$772K	0.1%	$10.61	—	SPONSORED ADR	05946K101
CVX	CHEVRON CORP NEW	4,887	$759K	0.1%	$101.60	+49.9%	COM	166764100
COF	CAPITAL ONE FINL CORP	3,545	$754K	0.1%	$197.89	+10.1%	COM	14040H105
CIB	GRUPO CIBEST SA	14,332	$744K	0.1%	$46.19	—	SPON ADS	40090E106
DOV	DOVER CORP	4,448	$742K	0.1%	$161.88	+10.3%	COM	260003108
NBIS	NEBIUS GROUP N.V.	6,607	$742K	0.1%	$34.43	+101.7%	SHS CLASS A	N97284108
SPDW	SPDR INDEX SHS FDS	17,156	$734K	0.1%	$29.68	—	PORTFOLIO DEVLPD	78463X889
VO	VANGUARD INDEX FDS	2,472	$726K	0.1%	$179.46	—	MID CAP ETF	922908629
PM	PHILIP MORRIS INTL INC	4,446	$721K	0.1%	$61.40	+169.0%	COM	718172109
A	AGILENT TECHNOLOGIES INC	5,597	$718K	0.1%	$79.88	+50.9%	COM	00846U101
VIG	VANGUARD SPECIALIZED FUNDS	3,322	$717K	0.1%	$158.09	—	DIV APP ETF	921908844
ISRG	INTUITIVE SURGICAL INC	1,599	$715K	0.1%	$419.93	+14.3%	COM NEW	46120E602
BNL	BROADSTONE NET LEASE INC	39,942	$714K	0.1%	$18.95	—	COM	11135E203
JMST	J P MORGAN EXCHANGE TRADED F	13,944	$712K	0.1%	$50.71	—	ULTRA SHT MUNCPL	46641Q654
CME	CME GROUP INC	2,632	$711K	0.1%	$202.18	+33.5%	COM	12572Q105
PNC	PNC FINL SVCS GROUP INC	3,519	$707K	0.1%	$136.10	+43.8%	COM	693475105
AMGN	AMGEN INC	2,471	$697K	0.1%	$207.47	+38.1%	COM	031162100
AWK	AMERICAN WTR WKS CO INC NEW	5,000	$696K	0.1%	$140.03	0.0%	COM	030420103
PHYS	SPROTT ASSET MANAGEMENT LP	23,327	$691K	0.1%	$11.52	—	PHYSICAL GOLD TR	85207H104
TMUS	T-MOBILE US INC	2,866	$686K	0.1%	$149.02	+61.3%	COM	872590104
PWR	QUANTA SVCS INC	1,628	$675K	0.1%	$199.57	+94.7%	COM	74762E102
BALL	BALL CORP	13,259	$669K	0.1%	$52.83	+1.6%	COM	058498106
UNH	UNITEDHEALTH GROUP INC	1,925	$665K	0.1%	$359.57	-16.9%	COM	91324P102
EMSF	MATTHEWS INTL FDS	22,677	$663K	0.1%	$27.97	—	EMERGING MARKETS	577130628
MDY	SPDR S&P MIDCAP 400 ETF TR	1,111	$662K	0.1%	$476.51	—	UTSER1 S&PDCRP	78467Y107
DASH	DOORDASH INC	2,370	$645K	0.1%	$197.66	+26.9%	CL A	25809K105
KLAC	KLA CORP	596	$643K	0.1%	$760.87	+22.3%	COM NEW	482480100
ALL	ALLSTATE CORP	2,968	$637K	0.1%	$94.94	+110.9%	COM	020002101
STRL	STERLING INFRASTRUCTURE INC	1,868	$635K	0.1%	$36.50	+677.7%	COM	859241101
EPD	ENTERPRISE PRODS PARTNERS L	20,275	$634K	0.1%	$23.79	—	COM	293792107
VUG	VANGUARD INDEX FDS	1,314	$630K	0.1%	$359.26	—	GROWTH ETF	922908736
TMO	THERMO FISHER SCIENTIFIC INC	1,275	$618K	0.1%	$517.96	-10.3%	COM	883556102
SYK	STRYKER CORPORATION	1,664	$615K	0.1%	$284.98	+34.9%	COM	863667101
RS	RELIANCE INC	2,187	$614K	0.1%	$284.47	+5.5%	COM	759509102
JCI	JOHNSON CTLS INTL PLC	5,551	$610K	0.1%	$83.69	+27.7%	SHS	G51502105
CSCO	CISCO SYS INC	8,862	$606K	0.1%	$47.31	+42.4%	COM	17275R102
ASX	ASE TECHNOLOGY HLDG CO LTD	54,080	$600K	0.1%	$7.50	—	SPONSORED ADS	00215W100
SCHW	SCHWAB CHARLES CORP	6,258	$597K	0.1%	$67.61	+39.8%	COM	808513105
NMR	NOMURA HLDGS INC	80,881	$588K	0.1%	$4.99	—	SPONSORED ADR	65535H208
RELX	RELX PLC	12,177	$582K	0.1%	$40.89	—	SPONSORED ADR	759530108
SYY	SYSCO CORP	6,887	$567K	0.1%	$73.70	+7.0%	COM	871829107
HON	HONEYWELL INTL INC	2,687	$566K	0.1%	$135.69	+52.6%	COM	438516106
ACN	ACCENTURE PLC IRELAND	2,287	$564K	0.1%	$222.97	+16.9%	SHS CLASS A	G1151C101
IEI	ISHARES TR	4,704	$562K	0.1%	$115.55	—	3 7 YR TREAS BD	464288661
XYL	XYLEM INC	3,793	$560K	0.1%	$138.06	0.0%	COM	98419M100
WF	WOORI FINL GROUP INC	9,962	$559K	0.1%	$34.31	—	SPONSORED ADS	981064108
GWW	GRAINGER W W INC	585	$558K	0.1%	$255.78	+291.3%	COM	384802104
WIT	WIPRO LTD	209,429	$551K	0.1%	$4.27	—	SPON ADR 1 SH	97651M109
CBRE	CBRE GROUP INC	3,470	$547K	0.1%	$81.46	+89.9%	CL A	12504L109
MCO	MOODYS CORP	1,142	$544K	0.1%	$320.37	+56.9%	COM	615369105
IJR	ISHARES TR	4,570	$543K	0.1%	$103.86	—	CORE S&P SCP ETF	464287804
ADSK	AUTODESK INC	1,697	$539K	0.1%	$241.53	+26.2%	COM	052769106
SNPS	SYNOPSYS INC	1,092	$539K	0.1%	$431.13	+31.1%	COM	871607107
DOCN	DIGITALOCEAN HLDGS INC	15,656	$535K	0.1%	$41.92	-24.4%	COM	25402D102
CB	CHUBB LIMITED	1,862	$526K	0.1%	$225.39	+22.1%	COM	H1467J104
IWB	ISHARES TR	1,406	$514K	0.1%	$202.25	—	RUS 1000 ETF	464287622
BMY	BRISTOL-MYERS SQUIBB CO	11,287	$509K	0.1%	$47.61	-4.4%	COM	110122108
PGR	PROGRESSIVE CORP	2,046	$505K	0.1%	$164.79	+40.6%	COM	743315103
VXF	VANGUARD INDEX FDS	2,410	$505K	0.1%	$176.94	—	EXTEND MKT ETF	922908652
MELI	MERCADOLIBRE INC	214	$500K	0.1%	$1249.04	+92.2%	COM	58733R102
HSBC	HSBC HLDGS PLC	6,988	$496K	0.1%	$40.40	—	SPON ADR NEW	404280406
MVIS	MICROVISION INC DEL	400,000	$496K	0.1%	$1.83	-34.9%	COM NEW	594960304
HCA	HCA HEALTHCARE INC	1,148	$489K	0.1%	$225.79	+71.2%	COM	40412C101
GSK	GSK PLC	11,217	$484K	0.1%	$43.16	—	SPONSORED ADR	37733W204
SDY	SPDR SERIES TRUST	3,436	$481K	0.1%	$132.12	—	S&P DIVID ETF	78464A763
VYM	VANGUARD WHITEHALL FDS	3,391	$478K	0.1%	$123.37	—	HIGH DIV YLD	921946406
USB	US BANCORP DEL	9,888	$478K	0.1%	$40.86	+13.4%	COM NEW	902973304
RSP	INVESCO EXCHANGE TRADED FD T	2,470	$469K	0.1%	$175.26	—	S&P500 EQL WGT	46137V357
LMT	LOCKHEED MARTIN CORP	932	$465K	0.1%	$521.48	-14.1%	COM	539830109
EBAY	EBAY INC.	5,073	$461K	0.1%	$75.63	+16.3%	COM	278642103
SJM	SMUCKER J M CO	4,248	$461K	0.1%	$106.99	0.0%	COM NEW	832696405
VIV	TELEFONICA BRASIL SA	36,034	$459K	0.1%	$9.48	—	SPONSORED ADS	87936R205
ITW	ILLINOIS TOOL WKS INC	1,756	$458K	0.1%	$168.76	+52.5%	COM	452308109
INFY	INFOSYS LTD	27,639	$450K	0.1%	$18.40	—	SPONSORED ADR	456788108
HMC	HONDA MOTOR LTD	14,595	$450K	0.1%	$33.45	—	ADR ECH CNV IN 3	438128308
GE	GE AEROSPACE	1,490	$448K	0.1%	$80.10	+240.4%	COM NEW	369604301
CTAS	CINTAS CORP	2,153	$442K	0.1%	$193.43	+10.0%	COM	172908105
MU	MICRON TECHNOLOGY INC	2,640	$442K	0.1%	$95.84	+33.4%	COM	595112103
TFC	TRUIST FINL CORP	9,616	$440K	0.1%	$28.27	+56.8%	COM	89832Q109
RTX	RTX CORPORATION	2,606	$436K	0.1%	$96.40	+60.0%	COM	75513E101
SIVR	ABRDN SILVER ETF TRUST	9,618	$428K	0.1%	$23.12	—	PHYSCL SILVR SHS	003264108
TT	TRANE TECHNOLOGIES PLC	1,012	$427K	0.1%	$366.30	+16.5%	SHS	G8994E103
FISV	FISERV INC	3,309	$427K	0.1%	$129.60	+10.6%	COM	337738108
PLD	PROLOGIS INC.	3,721	$426K	0.1%	$108.28	+0.0%	COM	74340W103
GRMN	GARMIN LTD	1,724	$425K	0.1%	$213.32	+7.4%	SHS	H2906T109
DE	DEERE & CO	918	$420K	0.1%	$343.63	+42.5%	COM	244199105
SCHX	SCHWAB STRATEGIC TR	15,451	$407K	0.1%	$34.53	—	US LRG CAP ETF	808524201
MCD	MCDONALDS CORP	1,328	$403K	0.1%	$190.41	+58.3%	COM	580135101
PTC	PTC INC	1,971	$400K	0.0%	$186.71	+9.2%	COM	69370C100
FAST	FASTENAL CO	8,042	$394K	0.0%	$41.01	+14.5%	COM	311900104
AVXC	AMERICAN CENTY ETF TR	6,578	$394K	0.0%	$49.49	—	AVANTIS EMERGING	02507A101
SPG	SIMON PPTY GROUP INC NEW	2,088	$392K	0.0%	$153.23	+10.3%	COM	828806109
BABA	ALIBABA GROUP HLDG LTD	2,191	$392K	0.0%	$139.57	—	SPONSORED ADS	01609W102
RPM	RPM INTL INC	3,321	$392K	0.0%	$119.99	0.0%	COM	749685103
NVS	NOVARTIS AG	3,008	$386K	0.0%	$91.66	—	SPONSORED ADR	66987V109
REGN	REGENERON PHARMACEUTICALS	684	$385K	0.0%	$564.28	0.0%	COM	75886F107
SNY	SANOFI SA	8,076	$381K	0.0%	$55.11	—	SPONSORED ADR	80105N105
PCAR	PACCAR INC	3,863	$380K	0.0%	$90.05	+7.6%	COM	693718108
SPOT	SPOTIFY TECHNOLOGY S A	540	$377K	0.0%	$665.65	+5.0%	SHS	L8681T102
OTIS	OTIS WORLDWIDE CORP	4,105	$375K	0.0%	$86.78	+3.9%	COM	68902V107
ICE	INTERCONTINENTAL EXCHANGE IN	2,223	$375K	0.0%	$154.20	+15.3%	COM	45866F104
CDNS	CADENCE DESIGN SYSTEM INC	1,065	$374K	0.0%	$170.33	+102.0%	COM	127387108
UMC	UNITED MICROELECTRONICS CORP	49,188	$373K	0.0%	$7.30	—	SPON ADR NEW	910873405
SCHE	SCHWAB STRATEGIC TR	11,098	$370K	0.0%	$23.02	—	EMRG MKTEQ ETF	808524706
KB	KB FINL GROUP INC	4,413	$366K	0.0%	$82.65	—	SPONSORED ADR	48241A105
ITOT	ISHARES TR	2,509	$365K	0.0%	$92.50	—	CORE S&P TTL STK	464287150
TIP	ISHARES TR	3,282	$365K	0.0%	$111.23	—	TIPS BD ETF	464287176
BR	BROADRIDGE FINL SOLUTIONS IN	1,531	$365K	0.0%	$201.15	+22.9%	COM	11133T103
LYV	LIVE NATION ENTERTAINMENT IN	2,206	$360K	0.0%	$130.01	+21.6%	COM	538034109
EMXC	ISHARES INC	5,295	$357K	0.0%	$57.32	—	MSCI EMRG CHN	46434G764
MSI	MOTOROLA SOLUTIONS INC	779	$356K	0.0%	$315.36	+42.2%	COM NEW	620076307
IGIB	ISHARES TR	6,500	$352K	0.0%	$53.72	—	ISHS 5-10YR INVT	464288638
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	1,359	$351K	0.0%	$206.90	+14.4%	COM	874054109
VDE	VANGUARD WORLD FD	2,789	$351K	0.0%	$68.12	—	ENERGY ETF	92204A306
BP	BP PLC	10,113	$349K	0.0%	$24.69	—	SPONSORED ADR	055622104
FERG	FERGUSON ENTERPRISES INC	1,549	$348K	0.0%	$190.18	+18.2%	COMMON STOCK NEW	31488V107
BDX	BECTON DICKINSON & CO	1,819	$340K	0.0%	$184.06	0.0%	COM	075887109
RSPT	INVESCO EXCHANGE TRADED FD T	7,611	$339K	0.0%	$34.20	—	S&P500 EQL TEC	46137V282
SAP	SAP SE	1,268	$339K	0.0%	$208.27	—	SPON ADR	803054204
AIG	AMERICAN INTL GROUP INC	4,287	$337K	0.0%	$54.24	+45.9%	COM NEW	026874784
KDP	KEURIG DR PEPPER INC	12,979	$331K	0.0%	$31.23	-1.3%	COM	49271V100
MO	ALTRIA GROUP INC	4,943	$327K	0.0%	$46.29	+32.7%	COM	02209S103
—	UNILEVER PLC	5,493	$326K	0.0%	$50.55	—	SPON ADR NEW	904767704
FNB	F N B CORP	20,166	$325K	0.0%	$12.06	+30.4%	COM	302520101
O	REALTY INCOME CORP	5,313	$323K	0.0%	$56.92	0.0%	COM	756109104
HUBB	HUBBELL INC	747	$321K	0.0%	$376.37	+13.8%	COM	443510607
URI	UNITED RENTALS INC	335	$320K	0.0%	$392.67	+126.3%	COM	911363109
SPLV	INVESCO EXCH TRADED FD TR II	4,343	$319K	0.0%	$71.25	—	S&P500 LOW VOL	46138E354
CL	COLGATE PALMOLIVE CO	3,989	$319K	0.0%	$71.08	+19.1%	COM	194162103
VGT	VANGUARD WORLD FD	424	$317K	0.0%	$484.00	—	INF TECH ETF	92204A702
ROK	ROCKWELL AUTOMATION INC	905	$316K	0.0%	$293.42	+17.0%	COM	773903109
VRSK	VERISK ANALYTICS INC	1,255	$316K	0.0%	$196.62	+39.1%	COM	92345Y106
KT	KT CORP	16,043	$313K	0.0%	$13.74	—	SPONSORED ADR	48268K101
KEYS	KEYSIGHT TECHNOLOGIES INC	1,780	$311K	0.0%	$166.65	0.0%	COM	49338L103
PAYX	PAYCHEX INC	2,419	$307K	0.0%	$128.32	+6.9%	COM	704326107
CARR	CARRIER GLOBAL CORPORATION	5,086	$304K	0.0%	$47.79	+41.5%	COM	14448C104
CVMC	MORGAN STANLEY ETF TRUST	4,747	$301K	0.0%	$63.49	—	CALVERT US MDCP	61774R403
XCEM	COLUMBIA ETF TR II	8,278	$301K	0.0%	$29.77	—	EM CORE EX ETF	19762B202
DLR	DIGITAL RLTY TR INC	1,700	$294K	0.0%	$142.41	+18.4%	COM	253868103
WFC	WELLS FARGO CO NEW	3,484	$292K	0.0%	$68.24	+17.9%	COM	949746101
XLF	SELECT SECTOR SPDR TR	5,407	$291K	0.0%	$49.81	—	FINANCIAL	81369Y605
VMI	VALMONT INDS INC	750	$291K	0.0%	$280.10	+29.9%	COM	920253101
LYG	LLOYDS BANKING GROUP PLC	62,797	$285K	0.0%	$3.13	—	SPONSORED ADR	539439109
TAK	TAKEDA PHARMACEUTICAL CO LTD	19,458	$285K	0.0%	$14.64	—	SPONSORED ADS	874060205
SHOP	SHOPIFY INC	1,915	$285K	0.0%	$97.29	+39.3%	CL A SUB VTG SHS	82509L107
TEL	TE CONNECTIVITY PLC	1,290	$283K	0.0%	$146.50	+36.5%	ORD SHS	G87052109
SCHA	SCHWAB STRATEGIC TR	10,077	$281K	0.0%	$46.29	—	US SML CAP ETF	808524607
LNG	CHENIERE ENERGY INC	1,196	$281K	0.0%	$210.40	+11.7%	COM NEW	16411R208
BIIB	BIOGEN INC	1,988	$278K	0.0%	$135.17	0.0%	COM	09062X103
ESGG	FLEXSHARES TR	1,407	$278K	0.0%	$149.53	—	STOX GBL ESG SLT	33939L688
HDB	HDFC BANK LTD	8,103	$277K	0.0%	$60.48	—	SPONSORED ADS	40415F101
ACWV	ISHARES INC	2,302	$276K	0.0%	$114.53	—	MSCI GBL MIN VOL	464286525
TS	TENARIS S A	7,692	$275K	0.0%	$35.77	—	SPONSORED ADS	88031M109
IBIT	ISHARES BITCOIN TRUST ETF	4,191	$272K	0.0%	$65.00	—	SHS BEN INT	46438F101
MPLX	MPLX LP	5,376	$269K	0.0%	$41.56	—	COM UNIT REP LTD	55336V100
CRWD	CROWDSTRIKE HLDGS INC	546	$268K	0.0%	$433.57	+4.9%	CL A	22788C105
ETN	EATON CORP PLC	699	$262K	0.0%	$309.55	+17.4%	SHS	G29183103
BAC	BANK AMERICA CORP	5,018	$259K	0.0%	$41.74	+15.8%	COM	060505104
CPNG	COUPANG INC	8,016	$258K	0.0%	$28.04	+7.8%	CL A	22266T109
EQIX	EQUINIX INC	329	$258K	0.0%	$694.72	+11.4%	COM	29444U700
CHKP	CHECK POINT SOFTWARE TECH LT	1,242	$257K	0.0%	$126.69	+59.1%	ORD	M22465104
SMFG	SUMITOMO MITSUI FINL GROUP I	15,344	$257K	0.0%	$12.29	—	SPONSORED ADR	86562M209
MNST	MONSTER BEVERAGE CORP NEW	3,761	$253K	0.0%	$62.42	0.0%	COM	61174X109
NEE	NEXTERA ENERGY INC	3,327	$251K	0.0%	$65.22	+10.7%	COM	65339F101
NXPI	NXP SEMICONDUCTORS N V	1,097	$250K	0.0%	$223.02	0.0%	COM	N6596X109
DHR	DANAHER CORPORATION	1,249	$248K	0.0%	$169.87	+16.8%	COM	235851102
VMC	VULCAN MATLS CO	796	$245K	0.0%	$283.25	0.0%	COM	929160109
PRU	PRUDENTIAL FINL INC	2,345	$243K	0.0%	$63.50	+62.6%	COM	744320102
WCN	WASTE CONNECTIONS INC	1,376	$242K	0.0%	$161.27	+12.8%	COM	94106B101
USMV	ISHARES TR	2,522	$240K	0.0%	$84.02	—	MSCI USA MIN VOL	46429B697
FBTC	FIDELITY WISE ORIGIN BITCOIN	2,378	$237K	0.0%	$94.25	—	SHS	315948109
SNA	SNAP ON INC	683	$237K	0.0%	$323.82	0.0%	COM	833034101
LPL	LG DISPLAY CO LTD	45,120	$236K	0.0%	$4.42	—	SPONS ADR REP	50186V102
IT	GARTNER INC	884	$232K	0.0%	$291.66	0.0%	COM	366651107
CMI	CUMMINS INC	544	$230K	0.0%	$380.68	0.0%	COM	231021106
GD	GENERAL DYNAMICS CORP	666	$227K	0.0%	$313.76	0.0%	COM	369550108
STZ	CONSTELLATION BRANDS INC	1,686	$227K	0.0%	$210.96	-25.3%	CL A	21036P108
VTHR	VANGUARD SCOTTSDALE FDS	771	$227K	0.0%	$272.60	—	VNG RUS3000IDX	92206C599
ECL	ECOLAB INC	826	$226K	0.0%	$252.35	+7.1%	COM	278865100
ADBE	ADOBE INC	641	$226K	0.0%	$459.72	-22.0%	COM	00724F101
VEU	VANGUARD INTL EQUITY INDEX F	3,159	$225K	0.0%	$67.29	—	ALLWRLD EX US	922042775
VTWO	VANGUARD SCOTTSDALE FDS	2,303	$225K	0.0%	$87.24	—	VNG RUS2000IDX	92206C664
DFAS	DIMENSIONAL ETF TRUST	3,282	$225K	0.0%	$63.71	—	US SMALL CAP ETF	25434V500
MDLZ	MONDELEZ INTL INC	3,562	$223K	0.0%	$62.27	+1.8%	CL A	609207105
COLB	COLUMBIA BKG SYS INC	8,567	$221K	0.0%	$22.13	+12.3%	COM	197236102
SCHD	SCHWAB STRATEGIC TR	8,064	$220K	0.0%	$27.95	—	US DIVIDEND EQ	808524797
VRT	VERTIV HOLDINGS CO	1,440	$217K	0.0%	$133.31	0.0%	COM CL A	92537N108
CI	THE CIGNA GROUP	745	$215K	0.0%	$293.19	0.0%	COM	125523100
FLUT	FLUTTER ENTMT PLC	840	$213K	0.0%	$292.68	0.0%	SHS	G3643J108
MDT	MEDTRONIC PLC	2,225	$212K	0.0%	$80.36	+13.6%	SHS	G5960L103
BLK	BLACKROCK INC	181	$211K	0.0%	$991.05	+11.9%	COM	09290D101
MET	METLIFE INC	2,558	$211K	0.0%	$80.69	-3.4%	COM	59156R108
MSTR	STRATEGY INC	652	$210K	0.0%	$371.01	0.0%	CL A NEW	594972408
DFAI	DIMENSIONAL ETF TRUST	5,774	$210K	0.0%	$36.35	—	INTL CORE EQT MK	25434V203
AMT	AMERICAN TOWER CORP NEW	1,077	$207K	0.0%	$207.41	-1.4%	COM	03027X100
NDAQ	NASDAQ INC	2,336	$207K	0.0%	$92.14	0.0%	COM	631103108
CAG	CONAGRA BRANDS INC	11,277	$206K	0.0%	$27.03	-30.9%	COM	205887102
COR	CENCORA INC	656	$205K	0.0%	$293.50	0.0%	COM	03073E105
BIDU	BAIDU INC	1,537	$203K	0.0%	$131.77	—	SPON ADR REP A	056752108
DD	DUPONT DE NEMOURS INC	2,590	$202K	0.0%	$29.92	+4.1%	COM	26614N102
HSY	HERSHEY CO	1,077	$201K	0.0%	$178.70	+0.5%	COM	427866108
UHAL/B	U HAUL HOLDING COMPANY	3,957	$201K	0.0%	$53.26	0.0%	COM SER N	023586506
EFG	ISHARES TR	1,767	$201K	0.0%	$99.98	—	EAFE GRWTH ETF	464288885
GGB	GERDAU SA	51,269	$159K	0.0%	$3.62	—	SPON ADR REP PFD	373737105
SAN	BANCO SANTANDER S.A.	11,125	$117K	0.0%	$3.96	—	ADR	05964H105
ABEV	AMBEV SA	47,514	$106K	0.0%	$2.29	—	SPONSORED ADR	02319V103
NOK	NOKIA CORP	17,189	$82,679	0.0%	$3.78	—	SPONSORED ADR	654902204
TELFY	TELEFONICA S A	14,521	$73,767	0.0%	$3.81	—	SPONSORED ADR	879382208
GRAB	GRAB HOLDINGS LIMITED	10,063	$60,580	0.0%	$5.31	0.0%	CLASS A ORD	G4124C109