Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
QQQ	INVESCO QQQ TR	118,036	$65.11M	9.8%	$414.34	—	UNIT SER 1	46090E103
SPY	SPDR S&P 500 ETF TR	94,429	$58.34M	8.8%	$485.82	—	TR UNIT	78462F103
SCHX	SCHWAB STRATEGIC TR	1,746,011	$42.67M	6.4%	$34.06	—	US LRG CAP ETF	808524201
AAPL	APPLE INC	134,963	$27.69M	4.2%	$184.00	+9.5%	COM	037833100
MSFT	MICROSOFT CORP	53,340	$26.53M	4.0%	$355.28	+21.7%	COM	594918104
IWV	ISHARES TR	71,754	$25.19M	3.8%	$273.74	—	RUSSELL 3000 ETF	464287689
DBEF	DBX ETF TR	378,182	$16.55M	2.5%	$39.71	—	XTRACK MSCI EAFE	233051200
NVDA	NVIDIA CORPORATION	90,865	$14.36M	2.2%	$101.46	+24.0%	COM	67066G104
JPM	JPMORGAN CHASE & CO.	47,996	$13.91M	2.1%	$148.08	+70.6%	COM	46625H100
CME	CME GROUP INC	48,215	$13.29M	2.0%	$194.65	+37.9%	COM	12572Q105
BRK/B	BERKSHIRE HATHAWAY INC DEL	23,861	$11.59M	1.7%	$371.20	+36.8%	CL B NEW	084670702
GOOGL	ALPHABET INC	63,564	$11.2M	1.7%	$134.50	+21.4%	CAP STK CL A	02079K305
PVAL	PUTNAM ETF TRUST	277,002	$11.14M	1.7%	$38.63	—	FOCUSED LAR CAP	746729300
IJR	ISHARES TR	97,487	$10.65M	1.6%	$108.43	—	CORE S&P SCP ETF	464287804
BX	BLACKSTONE INC	64,284	$9.616M	1.4%	$104.61	+29.2%	COM	09260D107
PULS	PGIM ETF TR	177,086	$8.812M	1.3%	$49.63	—	PGIM ULTRA SH BD	69344A107
VOO	VANGUARD INDEX FDS	15,147	$8.604M	1.3%	$453.99	—	S&P 500 ETF SHS	922908363
SCHB	SCHWAB STRATEGIC TR	345,529	$8.234M	1.2%	$34.72	—	US BRD MKT ETF	808524102
DFIV	DIMENSIONAL ETF TRUST	192,244	$8.234M	1.2%	$41.68	—	INTERNATNAL VAL	25434V807
AMZN	AMAZON COM INC	34,771	$7.628M	1.1%	$149.71	+32.2%	COM	023135106
IWF	ISHARES TR	15,550	$6.602M	1.0%	$331.19	—	RUS 1000 GRW ETF	464287614
CBOE	CBOE GLOBAL MKTS INC	28,254	$6.589M	1.0%	$168.03	+32.3%	COM	12503M108
DFUV	DIMENSIONAL ETF TRUST	147,416	$6.233M	0.9%	$38.18	—	US MKTWIDE VALUE	25434V724
VYM	VANGUARD WHITEHALL FDS	45,713	$6.094M	0.9%	$115.90	—	HIGH DIV YLD	921946406
IVV	ISHARES TR	9,403	$5.838M	0.9%	$584.99	—	CORE S&P500 ETF	464287200
BXSL	BLACKSTONE SECD LENDING FD	186,012	$5.72M	0.9%	$22.60	+24.3%	COMMON STOCK	09261X102
RYAN	RYAN SPECIALTY HOLDINGS INC	81,712	$5.556M	0.8%	$57.91	+19.2%	CL A	78351F107
BLK	BLACKROCK INC	5,188	$5.443M	0.8%	$961.85	-3.0%	COM	09290D101
FWD	AB ACTIVE ETFS INC	55,688	$4.996M	0.8%	$77.76	—	DISRUPTORS ETF	00039J509
XLV	SELECT SECTOR SPDR TR	35,334	$4.763M	0.7%	$136.38	—	SBI HEALTHCARE	81369Y209
SCHV	SCHWAB STRATEGIC TR	166,593	$4.61M	0.7%	$40.90	—	US LCAP VA ETF	808524409
HDV	ISHARES TR	38,155	$4.471M	0.7%	$101.99	—	CORE HIGH DV ETF	46429B663
BAC	BANK AMERICA CORP	91,732	$4.341M	0.7%	$27.61	+50.1%	COM	060505104
CSCO	CISCO SYS INC	61,328	$4.255M	0.6%	$48.82	+23.7%	COM	17275R102
SCHG	SCHWAB STRATEGIC TR	142,533	$4.163M	0.6%	$41.67	—	US LCAP GR ETF	808524300
VTI	VANGUARD INDEX FDS	13,038	$3.963M	0.6%	$237.22	—	TOTAL STK MKT	922908769
ABT	ABBOTT LABS	27,626	$3.757M	0.6%	$99.00	+31.9%	COM	002824100
VIG	VANGUARD SPECIALIZED FUNDS	18,354	$3.757M	0.6%	$170.84	—	DIV APP ETF	921908844
ABBV	ABBVIE INC	20,212	$3.752M	0.6%	$137.56	+32.8%	COM	00287Y109
SCHA	SCHWAB STRATEGIC TR	145,858	$3.69M	0.6%	$36.49	—	US SML CAP ETF	808524607
BINC	BLACKROCK ETF TRUST II	68,404	$3.614M	0.5%	$52.48	—	ISHARES FLEXIBLE	092528603
IJH	ISHARES TR	58,176	$3.608M	0.5%	$94.57	—	CORE S&P MCP ETF	464287507
VUG	VANGUARD INDEX FDS	7,832	$3.434M	0.5%	$365.94	—	GROWTH ETF	922908736
XOM	EXXON MOBIL CORP	31,368	$3.381M	0.5%	$98.70	+5.9%	COM	30231G102
DE	DEERE & CO	6,593	$3.352M	0.5%	$365.14	+32.7%	COM	244199105
PLTR	PALANTIR TECHNOLOGIES INC	24,360	$3.321M	0.5%	$53.97	+117.3%	CL A	69608A108
OSEA	HARBOR ETF TRUST	112,561	$3.295M	0.5%	$27.05	—	INTERNATNAL COMP	41151J885
JNJ	JOHNSON & JOHNSON	20,993	$3.207M	0.5%	$143.74	+4.9%	COM	478160104
VFLO	VICTORY PORTFOLIOS II	87,292	$3.086M	0.5%	$34.60	—	SHARES FREE CASH	92647X830
BITB	BITWISE BITCOIN ETF TR	51,885	$3.04M	0.5%	$38.90	—	SHS BEN INT	09174C104
SCHF	SCHWAB STRATEGIC TR	128,924	$2.849M	0.4%	$28.14	—	INTL EQTY ETF	808524805
DFAS	DIMENSIONAL ETF TRUST	44,696	$2.848M	0.4%	$60.84	—	US SMALL CAP ETF	25434V500
GOOG	ALPHABET INC	15,782	$2.8M	0.4%	$138.09	+19.4%	CAP STK CL C	02079K107
VTHR	VANGUARD SCOTTSDALE FDS	9,870	$2.692M	0.4%	$212.82	—	VNG RUS3000IDX	92206C599
EFG	ISHARES TR	22,895	$2.564M	0.4%	$99.45	—	EAFE GRWTH ETF	464288885
SCHE	SCHWAB STRATEGIC TR	77,474	$2.335M	0.4%	$24.79	—	EMRG MKTEQ ETF	808524706
EFA	ISHARES TR	23,682	$2.117M	0.3%	$75.86	—	MSCI EAFE ETF	464287465
VB	VANGUARD INDEX FDS	8,800	$2.085M	0.3%	$213.67	—	SMALL CP ETF	922908751
SCHC	SCHWAB STRATEGIC TR	48,705	$2.074M	0.3%	$35.14	—	INTL SCEQT ETF	808524888
VONV	VANGUARD SCOTTSDALE FDS	24,274	$2.068M	0.3%	$78.64	—	VNG RUS1000VAL	92206C714
IYR	ISHARES TR	21,540	$2.041M	0.3%	$91.68	—	U.S. REAL ES ETF	464287739
VONG	VANGUARD SCOTTSDALE FDS	18,471	$2.017M	0.3%	$78.02	—	VNG RUS1000GRW	92206C680
IDMO	INVESCO EXCH TRADED FD TR II	38,783	$1.987M	0.3%	$48.18	—	S&P INTL MOMNT	46138E222
CMCSA	COMCAST CORP NEW	55,321	$1.974M	0.3%	$40.09	-15.4%	CL A	20030N101
DYNF	BLACKROCK ETF TRUST	36,161	$1.969M	0.3%	$52.90	—	ISHARES US EQUIT	09290C103
GD	GENERAL DYNAMICS CORP	6,651	$1.94M	0.3%	$234.24	+16.3%	COM	369550108
PG	PROCTER AND GAMBLE CO	12,139	$1.934M	0.3%	$141.14	+13.9%	COM	742718109
MCD	MCDONALDS CORP	6,543	$1.912M	0.3%	$260.48	+16.5%	COM	580135101
DIA	SPDR DOW JONES INDL AVERAGE	4,306	$1.897M	0.3%	$377.44	—	UT SER 1	78467X109
MDY	SPDR S&P MIDCAP 400 ETF TR	3,107	$1.76M	0.3%	$507.33	—	UTSER1 S&PDCRP	78467Y107
SCHD	SCHWAB STRATEGIC TR	65,948	$1.748M	0.3%	$42.73	—	US DIVIDEND EQ	808524797
FISV	FISERV INC	10,135	$1.747M	0.3%	$122.71	+47.8%	COM	337738108
JCPB	J P MORGAN EXCHANGE TRADED F	35,470	$1.669M	0.3%	$47.04	—	CORE PLUS BD ETF	46641Q670
IEFA	ISHARES TR	19,735	$1.647M	0.2%	$80.77	—	CORE MSCI EAFE	46432F842
SCHM	SCHWAB STRATEGIC TR	57,929	$1.625M	0.2%	$41.42	—	US MID-CAP ETF	808524508
CRM	SALESFORCE INC	5,862	$1.599M	0.2%	$246.67	+7.9%	COM	79466L302
META	META PLATFORMS INC	2,136	$1.576M	0.2%	$413.30	+49.2%	CL A	30303M102
XLE	SELECT SECTOR SPDR TR	18,570	$1.575M	0.2%	$84.57	—	ENERGY	81369Y506
VGT	VANGUARD WORLD FD	2,328	$1.544M	0.2%	$484.07	—	INF TECH ETF	92204A702
VTV	VANGUARD INDEX FDS	8,695	$1.537M	0.2%	$149.90	—	VALUE ETF	922908744
SCHW	SCHWAB CHARLES CORP	16,522	$1.508M	0.2%	$56.84	+46.3%	COM	808513105
VGSH	VANGUARD SCOTTSDALE FDS	25,606	$1.505M	0.2%	$58.33	—	SHORT TERM TREAS	92206C102
RTX	RTX CORPORATION	10,015	$1.462M	0.2%	$77.05	+71.0%	COM	75513E101
VHT	VANGUARD WORLD FD	5,886	$1.462M	0.2%	$253.41	—	HEALTH CAR ETF	92204A504
CVX	CHEVRON CORP NEW	10,122	$1.449M	0.2%	$138.56	-1.1%	COM	166764100
WMT	WALMART INC	14,798	$1.447M	0.2%	$69.55	+36.3%	COM	931142103
HEI	HEICO CORP NEW	4,026	$1.32M	0.2%	$169.30	+63.4%	COM	422806109
SCHY	SCHWAB STRATEGIC TR	45,544	$1.246M	0.2%	$24.61	—	INTERNL DIVID	808524672
DVY	ISHARES TR	8,740	$1.161M	0.2%	$117.48	—	SELECT DIVID ETF	464287168
USFR	WISDOMTREE TR	22,918	$1.153M	0.2%	$50.24	—	FLOATNG RAT TREA	97717Y527
NEAR	ISHARES U S ETF TR	21,782	$1.113M	0.2%	$50.88	—	SHORT DURATION B	46431W507
IWD	ISHARES TR	5,712	$1.109M	0.2%	$166.77	—	RUS 1000 VAL ETF	464287598
IJK	ISHARES TR	12,072	$1.098M	0.2%	$79.22	—	S&P MC 400GR ETF	464287606
COST	COSTCO WHSL CORP NEW	1,097	$1.086M	0.2%	$684.83	+44.7%	COM	22160K105
AXP	AMERICAN EXPRESS CO	3,397	$1.084M	0.2%	$172.04	+62.4%	COM	025816109
MLPX	GLOBAL X FDS	16,743	$1.049M	0.2%	$63.76	—	GLB X MLP ENRG I	37954Y293
GS	GOLDMAN SACHS GROUP INC	1,464	$1.036M	0.2%	$337.76	+69.3%	COM	38141G104
SPYM	SPDR SERIES TRUST	13,835	$1.006M	0.2%	$56.09	—	PORTFOLIO S&P500	78464A854
GLD	SPDR GOLD TR	3,284	$1.001M	0.2%	$198.43	—	GOLD SHS	78463V107
GBTC	GRAYSCALE BITCOIN TRUST ETF	11,597	$984K	0.1%	$63.46	—	SHS REP COM UT	389637109
RSG	REPUBLIC SVCS INC	3,926	$968K	0.1%	$151.31	+62.0%	COM	760759100
ICE	INTERCONTINENTAL EXCHANGE IN	5,108	$937K	0.1%	$111.70	+52.6%	COM	45866F104
QQQM	INVESCO EXCH TRADED FD TR II	4,058	$922K	0.1%	$177.11	—	NASDAQ 100 ETF	46138G649
IVW	ISHARES TR	8,357	$920K	0.1%	$94.63	—	S&P 500 GRWT ETF	464287309
IGM	ISHARES TR	7,387	$830K	0.1%	$146.52	—	EXPND TEC SC ETF	464287549
PGHY	INVESCO EXCH TRADED FD TR II	40,303	$801K	0.1%	$19.53	—	GLOBAL EX US HGH	46138E669
NFLX	NETFLIX INC	583	$781K	0.1%	$60.01	+88.4%	COM	64110L106
XLK	SELECT SECTOR SPDR TR	3,037	$769K	0.1%	$194.05	—	TECHNOLOGY	81369Y803
VBR	VANGUARD INDEX FDS	3,932	$767K	0.1%	$186.26	—	SM CP VAL ETF	922908611
IVE	ISHARES TR	3,904	$763K	0.1%	$175.56	—	S&P 500 VAL ETF	464287408
IVOG	VANGUARD ADMIRAL FDS INC	6,659	$753K	0.1%	$98.24	—	MIDCP 400 GRTH	921932869
VV	VANGUARD INDEX FDS	2,622	$748K	0.1%	$220.02	—	LARGE CAP ETF	922908637
ACN	ACCENTURE PLC IRELAND	2,350	$702K	0.1%	$312.55	-3.1%	SHS CLASS A	G1151C101
KO	COCA COLA CO	9,872	$698K	0.1%	$53.31	+30.9%	COM	191216100
MGC	VANGUARD WORLD FD	3,065	$689K	0.1%	$169.28	—	MEGA CAP INDEX	921910873
XLF	SELECT SECTOR SPDR TR	13,062	$684K	0.1%	$46.19	—	FINANCIAL	81369Y605
CSX	CSX CORP	20,920	$683K	0.1%	$30.86	-3.5%	COM	126408103
SPYV	SPDR SERIES TRUST	12,990	$680K	0.1%	$46.63	—	PRTFLO S&P500 VL	78464A508
FLMI	FRANKLIN TEMPLETON ETF TR	27,158	$659K	0.1%	$24.44	—	FRANKLIN DYN MUN	35473P868
HON	HONEYWELL INTL INC	2,827	$658K	0.1%	$173.93	+14.8%	COM	438516106
VTEB	VANGUARD MUN BD FDS	13,381	$656K	0.1%	$49.03	—	TAX EXEMPT BD	922907746
QUAL	ISHARES TR	3,587	$656K	0.1%	$182.82	—	MSCI USA QLT FCT	46432F339
LLY	ELI LILLY & CO	836	$651K	0.1%	$651.21	+18.8%	COM	532457108
FNDE	SCHWAB STRATEGIC TR	19,270	$636K	0.1%	$33.01	—	FUNDAMENTAL EMER	808524730
EEM	ISHARES TR	13,131	$633K	0.1%	$40.21	—	MSCI EMG MKT ETF	464287234
BILS	SPDR SERIES TRUST	6,257	$622K	0.1%	$99.45	—	BLOOMBERG 3-12 M	78468R523
MA	MASTERCARD INCORPORATED	1,105	$621K	0.1%	$407.66	+35.3%	CL A	57636Q104
ORCL	ORACLE CORP	2,827	$618K	0.1%	$115.45	+39.3%	COM	68389X105
AVGO	BROADCOM INC	2,189	$603K	0.1%	$164.84	+31.0%	COM	11135F101
CEG	CONSTELLATION ENERGY CORP	1,863	$601K	0.1%	$169.28	+55.9%	COM	21037T109
MGK	VANGUARD WORLD FD	1,600	$586K	0.1%	$259.51	—	MEGA GRWTH IND	921910816
NVO	NOVO-NORDISK A S	8,231	$568K	0.1%	$86.02	—	ADR	670100205
SCHZ	SCHWAB STRATEGIC TR	24,229	$563K	0.1%	$38.72	—	US AGGREGATE B	808524839
SPGI	S&P GLOBAL INC	1,031	$544K	0.1%	$391.89	+26.7%	COM	78409V104
UNP	UNION PAC CORP	2,083	$479K	0.1%	$209.81	+4.1%	COM	907818108
CGGO	CAPITAL GROUP GBL GROWTH EQT	14,620	$467K	0.1%	$29.49	—	SHS CREATION UNI	14020X104
IBM	INTERNATIONAL BUSINESS MACHS	1,560	$460K	0.1%	$145.11	+74.9%	COM	459200101
IWN	ISHARES TR	2,859	$451K	0.1%	$155.26	—	RUS 2000 VAL ETF	464287630
VLO	VALERO ENERGY CORP	3,346	$450K	0.1%	$119.35	+2.5%	COM	91913Y100
MRK	MERCK & CO INC	5,671	$449K	0.1%	$95.06	-18.6%	COM	58933Y105
TSLA	TESLA INC	1,367	$434K	0.1%	$323.19	-6.8%	COM	88160R101
PEP	PEPSICO INC	3,273	$432K	0.1%	$151.45	-13.5%	COM	713448108
V	VISA INC	1,212	$430K	0.1%	$252.19	+37.6%	COM CL A	92826C839
FNDX	SCHWAB STRATEGIC TR	17,017	$418K	0.1%	$36.71	—	FUNDAMENTAL US L	808524771
IBIT	ISHARES BITCOIN TRUST ETF	6,814	$417K	0.1%	$53.22	—	SHS BEN INT	46438F101
JEPI	J P MORGAN EXCHANGE TRADED F	7,152	$407K	0.1%	$55.62	—	EQUITY PREMIUM	46641Q332
SCZ	ISHARES TR	5,390	$392K	0.1%	$61.90	—	EAFE SML CP ETF	464288273
DIS	DISNEY WALT CO	3,077	$382K	0.1%	$86.20	+19.3%	COM	254687106
SPG	SIMON PPTY GROUP INC NEW	2,322	$373K	0.1%	$110.59	+38.1%	COM	828806109
VTIP	VANGUARD MALVERN FDS	7,405	$372K	0.1%	$47.49	—	STRM INFPROIDX	922020805
RSP	INVESCO EXCHANGE TRADED FD T	2,038	$370K	0.1%	$157.79	—	S&P500 EQL WGT	46137V357
FNF	FIDELITY NATIONAL FINANCIAL	6,587	$369K	0.1%	$39.50	+39.2%	COM SHS	31620R303
SCHH	SCHWAB STRATEGIC TR	17,346	$367K	0.1%	$20.71	—	US REIT ETF	808524847
IXUS	ISHARES TR	4,589	$355K	0.1%	$66.38	—	CORE MSCI TOTAL	46432F834
DRI	DARDEN RESTAURANTS INC	1,624	$354K	0.1%	$142.06	+43.8%	COM	237194105
HD	HOME DEPOT INC	960	$352K	0.1%	$380.72	-6.5%	COM	437076102
IAU	ISHARES GOLD TR	5,589	$349K	0.1%	$59.18	—	ISHARES NEW	464285204
CWB	SPDR SERIES TRUST	4,209	$348K	0.1%	$73.04	—	BBG CONV SEC ETF	78464A359
VEA	VANGUARD TAX-MANAGED FDS	6,046	$345K	0.1%	$57.01	—	VAN FTSE DEV MKT	921943858
VOE	VANGUARD INDEX FDS	2,078	$342K	0.1%	$146.40	—	MCAP VL IDXVIP	922908512
PAVE	GLOBAL X FDS	7,733	$337K	0.1%	$40.50	—	US INFR DEV ETF	37954Y673
CMG	CHIPOTLE MEXICAN GRILL INC	5,969	$335K	0.1%	$59.11	-13.9%	COM	169656105
IWO	ISHARES TR	1,168	$334K	0.1%	$252.96	—	RUS 2000 GRW ETF	464287648
C	CITIGROUP INC	3,896	$332K	0.0%	$55.63	+28.0%	COM NEW	172967424
BAC	BANK AMERICA CORP	7,000	$331K	0.0%	$27.61	+50.1%	Call	060505104
XPO	XPO INC	2,595	$328K	0.0%	$81.49	+37.7%	COM	983793100
ANET	ARISTA NETWORKS INC	3,201	$327K	0.0%	$101.39	-14.7%	COM SHS	040413205
VTWG	VANGUARD SCOTTSDALE FDS	1,538	$321K	0.0%	$197.10	—	VNG RUS2000GRW	92206C623
VT	VANGUARD INTL EQUITY INDEX F	2,491	$320K	0.0%	$104.68	—	TT WRLD ST ETF	922042742
CAT	CATERPILLAR INC	817	$317K	0.0%	$337.05	-1.8%	COM	149123101
NEE	NEXTERA ENERGY INC	4,497	$312K	0.0%	$54.77	+24.3%	COM	65339F101
IVOO	VANGUARD ADMIRAL FDS INC	2,918	$306K	0.0%	$93.97	—	MIDCP 400 IDX	921932885
IWB	ISHARES TR	895	$304K	0.0%	$262.26	—	RUS 1000 ETF	464287622
PFE	PFIZER INC	12,294	$298K	0.0%	$26.02	-14.1%	COM	717081103
VNQ	VANGUARD INDEX FDS	3,324	$296K	0.0%	$86.74	—	REAL ESTATE ETF	922908553
EWJ	ISHARES INC	3,903	$293K	0.0%	$71.28	—	MSCI JPN ETF NEW	46434G822
IDVO	AMPLIFY ETF TR	8,497	$292K	0.0%	$34.36	—	CWP INTL ENHANCE	032108722
VO	VANGUARD INDEX FDS	1,035	$290K	0.0%	$233.92	—	MID CAP ETF	922908629
XLG	INVESCO EXCHANGE TRADED FD T	5,511	$287K	0.0%	$37.72	—	S&P 500 TOP 50	46137V233
—	UNILEVER PLC	4,691	$287K	0.0%	$48.70	—	SPON ADR NEW	904767704
IWM	ISHARES TR	1,303	$281K	0.0%	$204.44	—	RUSSELL 2000 ETF	464287655
SHOP	SHOPIFY INC	2,407	$278K	0.0%	$98.09	+2.0%	CL A SUB VTG SHS	82509L107
ETN	EATON CORP PLC	776	$277K	0.0%	$306.71	0.0%	SHS	G29183103
VTWO	VANGUARD SCOTTSDALE FDS	3,133	$273K	0.0%	$86.35	—	VNG RUS2000IDX	92206C664
XBI	SPDR SERIES TRUST	3,294	$273K	0.0%	$91.41	—	S&P BIOTECH	78464A870
TFLO	ISHARES TR	5,283	$268K	0.0%	$50.47	—	TRS FLT RT BD	46434V860
QCOM	QUALCOMM INC	1,675	$267K	0.0%	$156.72	-7.5%	COM	747525103
BA	BOEING CO	1,265	$265K	0.0%	$199.01	-5.1%	COM	097023105
XT	ISHARES TR	4,023	$263K	0.0%	$65.25	—	EXPONENTIAL TECH	46434V381
WFC	WELLS FARGO CO NEW	3,204	$257K	0.0%	$73.64	-3.4%	COM	949746101
THRO	BLACKROCK ETF TRUST	7,014	$250K	0.0%	$35.58	—	ISHARES US THEMA	09290C806
VXUS	VANGUARD STAR FDS	3,576	$247K	0.0%	$57.96	—	VG TL INTL STK F	921909768
DFAC	DIMENSIONAL ETF TRUST	6,837	$245K	0.0%	$29.23	—	US CORE EQUITY 2	25434V708
SUB	ISHARES TR	2,303	$245K	0.0%	$106.34	—	SHRT NAT MUN ETF	464288158
CRWD	CROWDSTRIKE HLDGS INC	480	$244K	0.0%	$381.06	+13.8%	CL A	22788C105
CARR	CARRIER GLOBAL CORPORATION	3,265	$239K	0.0%	$67.32	0.0%	COM	14448C104
AMD	ADVANCED MICRO DEVICES INC	1,646	$234K	0.0%	$108.87	0.0%	COM	007903107
PANW	PALO ALTO NETWORKS INC	1,140	$233K	0.0%	$185.70	0.0%	COM	697435105
AJG	GALLAGHER ARTHUR J & CO	710	$227K	0.0%	$288.06	+13.7%	COM	363576109
IGV	ISHARES TR	2,057	$225K	0.0%	$109.50	—	EXPANDED TECH	464287515
SYK	STRYKER CORPORATION	567	$224K	0.0%	$371.54	0.0%	COM	863667101
EMR	EMERSON ELEC CO	1,675	$223K	0.0%	$113.54	0.0%	COM	291011104
ISRG	INTUITIVE SURGICAL INC	406	$221K	0.0%	$522.87	0.0%	COM NEW	46120E602
LFUS	LITTELFUSE INC	969	$220K	0.0%	$239.45	-17.6%	COM	537008104
BALI	BLACKROCK ETF TRUST	7,086	$213K	0.0%	$28.79	—	ISHARES ADVANTAG	09290C863
ADP	AUTOMATIC DATA PROCESSING IN	687	$212K	0.0%	$295.49	+2.3%	COM	053015103
MDYV	SPDR SERIES TRUST	2,652	$211K	0.0%	$73.38	—	S&P 400 MDCP VAL	78464A839
LIN	LINDE PLC	447	$210K	0.0%	$452.31	0.0%	SHS	G54950103
APD	AIR PRODS & CHEMS INC	742	$209K	0.0%	$268.13	0.0%	COM	009158106
MDYG	SPDR SERIES TRUST	2,402	$209K	0.0%	$75.67	—	S&P 400 MDCP GRW	78464A821
PCT	PURECYCLE TECHNOLOGIES INC	15,200	$208K	0.0%	$11.60	-23.7%	COM	74623V103
LMT	LOCKHEED MARTIN CORP	444	$206K	0.0%	$459.07	0.0%	COM	539830109
CIM	CHIMERA INVT CORP	12,215	$169K	0.0%	$12.80	—	COM SHS	16934Q802
TELA	TELA BIO INC	14,000	$27,160	0.0%	$3.31	-60.4%	COM	872381108
DIS	DISNEY WALT CO	200	$24,802	0.0%	$86.20	+19.3%	Call	254687106
IBIT	ISHARES BITCOIN TRUST ETF	200	$12,242	0.0%	$53.22	—	Call	46438F101