Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPYG	SPDR SER TR	284,896	$25.04M	11.0%	$64.13	—	PRTFLO S&P500 GW	78464A409
SPYV	SPDR SER TR	452,260	$23.13M	10.1%	$44.37	—	PRTFLO S&P500 VL	78464A508
SPMD	SPDR SER TR	211,714	$11.58M	5.1%	$48.14	—	PORTFOLIO S&P400	78464A847
AAPL	APPLE INC	38,118	$9.545M	4.2%	$151.12	+55.2%	COM	037833100
NVDA	NVIDIA CORPORATION	68,947	$9.259M	4.1%	$94.41	+45.9%	COM	67066G104
SPY	SPDR S&P 500 ETF TR	11,606	$6.802M	3.0%	$437.65	—	TR UNIT	78462F103
IWF	ISHARES TR	13,277	$5.332M	2.3%	$242.08	—	RUS 1000 GRW ETF	464287614
RSP	INVESCO EXCHANGE TRADED FD T	28,412	$4.979M	2.2%	$155.65	—	S&P500 EQL WGT	46137V357
IWD	ISHARES TR	25,555	$4.731M	2.1%	$140.10	—	RUS 1000 VAL ETF	464287598
MSFT	MICROSOFT CORP	10,821	$4.561M	2.0%	$256.51	+64.6%	COM	594918104
SOPH	SOPHIA GENETICS SA	1,409,160	$4.326M	1.9%	$5.07	-32.9%	ORDINARY SHARES	H82027105
COST	COSTCO WHSL CORP NEW	4,607	$4.221M	1.8%	$375.04	+146.0%	COM	22160K105
META	META PLATFORMS INC	6,832	$4M	1.8%	$192.49	+203.8%	CL A	30303M102
AMZN	AMAZON COM INC	17,532	$3.846M	1.7%	$127.49	+60.5%	COM	023135106
NOW	SERVICENOW INC	3,246	$3.441M	1.5%	$120.87	+67.6%	COM	81762P102
IVV	ISHARES TR	5,767	$3.395M	1.5%	$451.33	—	CORE S&P500 ETF	464287200
GOOGL	ALPHABET INC	17,720	$3.354M	1.5%	$116.83	+49.1%	CAP STK CL A	02079K305
QQQ	INVESCO QQQ TR	6,561	$3.354M	1.5%	$392.51	—	UNIT SER 1	46090E103
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,885	$3.121M	1.4%	$314.69	+46.7%	CL B NEW	084670702
TSLA	TESLA INC	7,272	$2.937M	1.3%	$237.22	+35.6%	COM	88160R101
IVE	ISHARES TR	15,127	$2.887M	1.3%	$165.09	—	S&P 500 VAL ETF	464287408
LLY	ELI LILLY & CO	3,061	$2.363M	1.0%	$314.21	+161.3%	COM	532457108
ITOT	ISHARES TR	17,399	$2.238M	1.0%	$96.55	—	CORE S&P TTL STK	464287150
SHOP	SHOPIFY INC	19,734	$2.098M	0.9%	$50.18	+93.8%	CL A	82509L107
JPM	JPMORGAN CHASE & CO.	8,626	$2.068M	0.9%	$134.97	+68.9%	COM	46625H100
VTV	VANGUARD INDEX FDS	12,040	$2.038M	0.9%	$136.60	—	VALUE ETF	922908744
IVW	ISHARES TR	19,091	$1.938M	0.8%	$72.55	—	S&P 500 GRWT ETF	464287309
SPSM	SPDR SER TR	41,394	$1.859M	0.8%	$40.00	—	PORTFOLIO S&P600	78468R853
QUAL	ISHARES TR	10,323	$1.838M	0.8%	$129.92	—	MSCI USA QLT FCT	46432F339
VCSH	VANGUARD SCOTTSDALE FDS	22,557	$1.76M	0.8%	$78.09	—	SHRT TRM CORP BD	92206C409
CRM	SALESFORCE INC	5,061	$1.692M	0.7%	$243.13	+30.3%	COM	79466L302
VUG	VANGUARD INDEX FDS	4,099	$1.682M	0.7%	$274.59	—	GROWTH ETF	922908736
DIA	SPDR DOW JONES INDL AVERAGE	3,785	$1.611M	0.7%	$333.94	—	UT SER 1	78467X109
PANW	PALO ALTO NETWORKS INC	7,960	$1.448M	0.6%	$141.96	+33.1%	COM	697435105
TTD	THE TRADE DESK INC	12,289	$1.444M	0.6%	$70.73	+74.9%	COM CL A	88339J105
SPTM	SPDR SER TR	20,065	$1.433M	0.6%	$54.60	—	PORTFOLI S&P1500	78464A805
ABBV	ABBVIE INC	7,901	$1.404M	0.6%	$81.38	+118.0%	COM	00287Y109
UNH	UNITEDHEALTH GROUP INC	2,771	$1.402M	0.6%	$348.35	+58.7%	COM	91324P102
DLN	WISDOMTREE TR	17,420	$1.355M	0.6%	$65.73	—	US LARGECAP DIVD	97717W307
WMT	WALMART INC	14,560	$1.315M	0.6%	$55.64	+54.2%	COM	931142103
NOBL	PROSHARES TR	13,049	$1.299M	0.6%	$89.52	—	S&P 500 DV ARIST	74348A467
LOW	LOWES COS INC	5,245	$1.295M	0.6%	$181.27	+44.3%	COM	548661107
LRCX	LAM RESEARCH CORP	17,870	$1.291M	0.6%	$74.98	0.0%	COM NEW	512807306
V	VISA INC	3,837	$1.213M	0.5%	$205.69	+45.0%	COM CL A	92826C839
KLAC	KLA CORP	1,834	$1.156M	0.5%	$239.31	+179.6%	COM NEW	482480100
INCY	INCYTE CORP	16,483	$1.138M	0.5%	$56.56	+26.0%	COM	45337C102
GILD	GILEAD SCIENCES INC	12,027	$1.111M	0.5%	$56.74	+53.3%	COM	375558103
SOFI	SOFI TECHNOLOGIES INC	70,719	$1.089M	0.5%	$6.89	+88.6%	COM	83406F102
XLV	SELECT SECTOR SPDR TR	7,751	$1.066M	0.5%	$141.88	—	SBI HEALTHCARE	81369Y209
BMY	BRISTOL-MYERS SQUIBB CO	18,101	$1.024M	0.4%	$56.53	-7.0%	COM	110122108
NEE	NEXTERA ENERGY INC	13,925	$998K	0.4%	$69.37	+8.2%	COM	65339F101
BKIE	BNY MELLON ETF TRUST	13,750	$996K	0.4%	$72.43	—	INTERNATIONL EQT	09661T404
COWZ	PACER FDS TR	16,974	$959K	0.4%	$50.30	—	US CASH COWS 100	69374H881
SGOV	ISHARES TR	9,403	$943K	0.4%	$100.32	—	0-3 MNTH TREASRY	46436E718
PEP	PEPSICO INC	5,951	$905K	0.4%	$130.93	+19.6%	COM	713448108
PYPL	PAYPAL HLDGS INC	10,363	$884K	0.4%	$66.73	+25.7%	COM	70450Y103
VXUS	VANGUARD STAR FDS	14,693	$866K	0.4%	$59.49	—	VG TL INTL STK F	921909768
AMD	ADVANCED MICRO DEVICES INC	6,308	$762K	0.3%	$88.91	+61.8%	COM	007903107
GLD	SPDR GOLD TR	3,130	$758K	0.3%	$174.60	—	GOLD SHS	78463V107
SPG	SIMON PPTY GROUP INC NEW	4,294	$739K	0.3%	$104.07	+59.1%	COM	828806109
VRTX	VERTEX PHARMACEUTICALS INC	1,832	$738K	0.3%	$304.77	+52.1%	COM	92532F100
REGN	REGENERON PHARMACEUTICALS	1,000	$712K	0.3%	$629.16	+32.7%	COM	75886F107
VHT	VANGUARD WORLD FD	2,664	$676K	0.3%	$251.50	—	HEALTH CAR ETF	92204A504
IJR	ISHARES TR	5,850	$674K	0.3%	$105.79	—	CORE S&P SCP ETF	464287804
ADBE	ADOBE INC	1,479	$658K	0.3%	$503.73	-1.7%	COM	00724F101
USMV	ISHARES TR	7,370	$654K	0.3%	$67.90	—	MSCI USA MIN VOL	46429B697
XLE	SELECT SECTOR SPDR TR	7,615	$652K	0.3%	$87.80	—	ENERGY	81369Y506
SPHQ	INVESCO EXCHANGE TRADED FD T	9,605	$644K	0.3%	$50.89	—	S&P500 QUALITY	46137V241
MUB	ISHARES TR	6,024	$642K	0.3%	$108.58	—	NATIONAL MUN ETF	464288414
MCD	MCDONALDS CORP	2,199	$638K	0.3%	$199.47	+45.5%	COM	580135101
ORCL	ORACLE CORP	3,795	$632K	0.3%	$122.41	+43.7%	COM	68389X105
UBER	UBER TECHNOLOGIES INC	10,358	$625K	0.3%	$49.07	+45.5%	COM	90353T100
ANET	ARISTA NETWORKS INC	5,644	$624K	0.3%	$102.84	0.0%	COM SHS	040413205
IJH	ISHARES TR	9,845	$613K	0.3%	$87.04	—	CORE S&P MCP ETF	464287507
MRVL	MARVELL TECHNOLOGY INC	5,478	$605K	0.3%	$70.36	+31.4%	COM	573874104
XOM	EXXON MOBIL CORP	5,617	$604K	0.3%	$103.90	+8.1%	COM	30231G102
APP	APPLOVIN CORP	1,823	$590K	0.3%	$115.72	+118.6%	COM CL A	03831W108
LMT	LOCKHEED MARTIN CORP	1,155	$561K	0.2%	$405.05	+30.2%	COM	539830109
BLK	BLACKROCK INC	542	$556K	0.2%	$991.05	0.0%	COM	09290D101
DTD	WISDOMTREE TR	7,258	$551K	0.2%	$60.79	—	US TOTAL DIVIDND	97717W109
VTI	VANGUARD INDEX FDS	1,886	$546K	0.2%	$213.43	—	TOTAL STK MKT	922908769
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	1,401	$541K	0.2%	$420.88	-8.0%	CL A	989207105
SPMO	INVESCO EXCH TRADED FD TR II	5,370	$510K	0.2%	$95.00	—	S&P 500 MOMNTM	46138E339
HUBS	HUBSPOT INC	730	$509K	0.2%	$613.26	+4.8%	COM	443573100
—	CYBERARK SOFTWARE LTD	1,522	$507K	0.2%	$333.15	—	SHS	M2682V108
CDNS	CADENCE DESIGN SYSTEM INC	1,651	$496K	0.2%	$247.50	+17.5%	COM	127387108
TMO	THERMO FISHER SCIENTIFIC INC	948	$493K	0.2%	$488.55	+12.1%	COM	883556102
YLDE	LEGG MASON ETF INVT	9,674	$491K	0.2%	$46.97	—	CLEARBRIDGE DI	524682309
VRT	VERTIV HOLDINGS CO	4,312	$490K	0.2%	$118.54	0.0%	COM CL A	92537N108
VOO	VANGUARD INDEX FDS	897	$483K	0.2%	$343.91	—	S&P 500 ETF SHS	922908363
CVX	CHEVRON CORP NEW	3,334	$483K	0.2%	$145.71	-0.1%	COM	166764100
QCOM	QUALCOMM INC	2,974	$457K	0.2%	$123.61	+29.1%	COM	747525103
NFLX	NETFLIX INC	493	$439K	0.2%	$45.28	+81.8%	COM	64110L106
SNOW	SNOWFLAKE INC	2,838	$438K	0.2%	$248.80	-43.4%	CL A	833445109
DGRO	ISHARES TR	7,121	$437K	0.2%	$46.71	—	CORE DIV GRWTH	46434V621
HYMB	SPDR SER TR	16,915	$433K	0.2%	$31.63	—	NUVEEN BLOOMBERG	78464A284
HON	HONEYWELL INTL INC	1,903	$430K	0.2%	$183.99	+10.7%	COM	438516106
AMAT	APPLIED MATLS INC	2,514	$409K	0.2%	$211.19	-15.2%	COM	038222105
IEFA	ISHARES TR	5,760	$405K	0.2%	$69.82	—	CORE MSCI EAFE	46432F842
GOOG	ALPHABET INC	2,124	$404K	0.2%	$101.97	+72.3%	CAP STK CL C	02079K107
VB	VANGUARD INDEX FDS	1,678	$403K	0.2%	$201.36	—	SMALL CP ETF	922908751
OKTA	OKTA INC	5,030	$396K	0.2%	$83.41	-7.1%	CL A	679295105
DGRW	WISDOMTREE TR	4,794	$388K	0.2%	$66.60	—	US QTLY DIV GRT	97717X669
CRWD	CROWDSTRIKE HLDGS INC	1,132	$387K	0.2%	$221.64	+50.0%	CL A	22788C105
AXP	AMERICAN EXPRESS CO	1,298	$385K	0.2%	$283.58	0.0%	COM	025816109
XBI	SPDR SER TR	4,212	$379K	0.2%	$94.89	—	S&P BIOTECH	78464A870
FMB	FIRST TR EXCH TRADED FD III	7,413	$378K	0.2%	$55.98	—	MANAGD MUN ETF	33739N108
IEO	ISHARES TR	4,211	$377K	0.2%	$91.45	—	US OIL GS EX ETF	464288851
VO	VANGUARD INDEX FDS	1,375	$363K	0.2%	$207.55	—	MID CAP ETF	922908629
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,695	$335K	0.1%	$177.73	—	SPONSORED ADS	874039100
MRK	MERCK & CO INC	3,327	$331K	0.1%	$98.70	0.0%	COM	58933Y105
SPDW	SPDR INDEX SHS FDS	9,532	$325K	0.1%	$32.64	—	PORTFOLIO DEVLPD	78463X889
RDVY	FIRST TR EXCHANGE-TRADED FD	5,367	$317K	0.1%	$50.19	—	RISNG DIVD ACHIV	33738R506
SUB	ISHARES TR	2,966	$313K	0.1%	$104.29	—	SHRT NAT MUN ETF	464288158
INTU	INTUIT	476	$299K	0.1%	$406.39	+56.2%	COM	461202103
BNDX	VANGUARD CHARLOTTE FDS	6,089	$299K	0.1%	$58.23	—	TOTAL INT BD ETF	92203J407
ACN	ACCENTURE PLC IRELAND	787	$277K	0.1%	$323.12	+9.8%	SHS CLASS A	G1151C101
MDYV	SPDR SER TR	3,443	$276K	0.1%	$80.21	—	S&P 400 MDCP VAL	78464A839
MA	MASTERCARD INCORPORATED	521	$274K	0.1%	$403.47	+27.6%	CL A	57636Q104
MS	MORGAN STANLEY	2,073	$261K	0.1%	$83.21	+43.6%	COM NEW	617446448
BAC	BANK AMERICA CORP	5,446	$239K	0.1%	$38.77	+10.5%	COM	060505104
IWX	ISHARES TR	2,996	$237K	0.1%	$79.03	—	RUS TP200 VL ETF	464289420
VEA	VANGUARD TAX-MANAGED FDS	4,760	$228K	0.1%	$52.65	—	VAN FTSE DEV MKT	921943858
VZ	VERIZON COMMUNICATIONS INC	5,507	$220K	0.1%	$31.00	+27.1%	COM	92343V104
SLV	ISHARES SILVER TR	8,182	$215K	0.1%	$26.56	—	ISHARES	46428Q109
FSMB	FIRST TR EXCH TRADED FD III	10,831	$215K	0.1%	$20.56	—	SHRT DUR MNG MUN	33739P830
QGRO	AMERICAN CENTY ETF TR	2,092	$209K	0.1%	$99.70	—	US QUALITY GROW	025072307
RTX	RTX CORPORATION	1,790	$207K	0.1%	$111.08	+6.5%	COM	75513E101
FVD	FIRST TR VALUE LINE DIVID IN	4,736	$207K	0.1%	$38.03	—	SHS	33734H106
IWB	ISHARES TR	631	$203K	0.1%	$322.31	—	RUS 1000 ETF	464287622
—	BROOKLINE BANCORP INC DEL	11,570	$137K	0.1%	$10.09	—	COM	11373M107
FHTX	FOGHORN THERAPEUTICS INC	15,032	$70,951	0.0%	$4.31	+68.9%	COM	344174107