Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JEPI	J P MORGAN EXCHANGE TRADED F	2,026,302	$116M	11.4%	$57.00	—	EQUITY PREMIUM	46641Q332
GPIX	GOLDMAN SACHS ETF TR	1,141,385	$59.61M	5.9%	$49.38	—	S&P 500 PREMIUM	38149W622
VYM	VANGUARD WHITEHALL FDS	346,694	$48.87M	4.8%	$91.99	—	HIGH DIV YLD	921946406
IVV	ISHARES TR	70,145	$46.95M	4.6%	$313.50	—	CORE S&P500 ETF	464287200
VIG	VANGUARD SPECIALIZED FUNDS	154,103	$33.25M	3.3%	$172.39	—	DIV APP ETF	921908844
AAPL	APPLE INC	115,868	$29.5M	2.9%	$97.07	+132.4%	COM	037833100
GSLC	GOLDMAN SACHS ETF TR	225,939	$29.44M	2.9%	$64.32	—	ACTIVEBETA US LG	381430503
JPIE	J P MORGAN EXCHANGE TRADED F	597,558	$27.73M	2.7%	$46.00	—	INCOME ETF	46641Q159
VOOG	VANGUARD ADMIRAL FDS INC	61,676	$26.86M	2.6%	$258.92	—	500 GRTH IDX F	921932505
BRK/B	BERKSHIRE HATHAWAY INC DEL	53,106	$26.7M	2.6%	$285.76	+69.5%	CL B NEW	084670702
JAAA	JANUS DETROIT STR TR	490,554	$24.91M	2.4%	$50.72	—	HENDRSON AAA CL	47103U845
VO	VANGUARD INDEX FDS	79,032	$23.21M	2.3%	$252.71	—	MID CAP ETF	922908629
JEPQ	J P MORGAN EXCHANGE TRADED F	377,725	$21.73M	2.1%	$47.61	—	NASDAQ EQT PREM	46654Q203
IJR	ISHARES TR	176,413	$20.96M	2.1%	$97.91	—	CORE S&P SCP ETF	464287804
TCAF	T ROWE PRICE ETF INC	540,034	$20.36M	2.0%	$27.52	—	CAP APPRECIATION	87283Q867
VGT	VANGUARD WORLD FD	26,345	$19.67M	1.9%	$202.90	—	INF TECH ETF	92204A702
VUG	VANGUARD INDEX FDS	38,630	$18.53M	1.8%	$381.21	—	GROWTH ETF	922908736
GOOGL	ALPHABET INC	71,731	$17.44M	1.7%	$109.78	+90.6%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	32,347	$16.75M	1.6%	$203.99	+149.4%	COM	594918104
AMZN	AMAZON COM INC	73,857	$16.22M	1.6%	$125.93	+79.7%	COM	023135106
NVDA	NVIDIA CORPORATION	74,605	$13.92M	1.4%	$108.04	+61.3%	COM	67066G104
—	BLACKROCK MUNIYILD QULT FD I	1,095,690	$12.76M	1.3%	$11.90	—	COM	09254F100
—	PIMCO DYNAMIC INCOME FD	629,626	$12.47M	1.2%	$22.76	—	SHS	72201Y101
IEFA	ISHARES TR	128,182	$11.19M	1.1%	$66.63	—	CORE MSCI EAFE	46432F842
—	NUVEEN QUALITY MUNCP INCOME	885,174	$10.35M	1.0%	$12.27	—	COM	67066V101
JPST	J P MORGAN EXCHANGE TRADED F	197,633	$10.03M	1.0%	$50.44	—	ULTRA SHRT ETF	46641Q837
META	META PLATFORMS INC	13,186	$9.684M	1.0%	$232.50	+219.7%	CL A	30303M102
IWF	ISHARES TR	18,051	$8.455M	0.8%	$132.05	—	RUS 1000 GRW ETF	464287614
TROW	PRICE T ROWE GROUP INC	81,343	$8.349M	0.8%	$66.76	+54.0%	COM	74144T108
—	NUVEEN AMT FREE MUN CR INC F	670,364	$8.239M	0.8%	$12.35	—	COM	67071L106
GOOG	ALPHABET INC	32,916	$8.017M	0.8%	$107.75	+94.8%	CAP STK CL C	02079K107
IWM	ISHARES TR	29,279	$7.084M	0.7%	$200.83	—	RUSSELL 2000 ETF	464287655
V	VISA INC	19,958	$6.813M	0.7%	$145.08	+137.9%	COM CL A	92826C839
SDY	SPDR SERIES TRUST	46,177	$6.467M	0.6%	$89.69	—	S&P DIVID ETF	78464A763
MOAT	VANECK ETF TRUST	61,737	$6.119M	0.6%	$76.33	—	MRNGSTR WDE MOAT	92189F643
VTV	VANGUARD INDEX FDS	32,717	$6.101M	0.6%	$155.29	—	VALUE ETF	922908744
QQQ	INVESCO QQQ TR	9,803	$5.885M	0.6%	$294.88	—	UNIT SER 1	46090E103
PRF	INVESCO EXCHANGE TRADED FD T	129,668	$5.862M	0.6%	$50.27	—	RAFI US 1000 ETF	46137V613
VHT	VANGUARD WORLD FD	22,303	$5.79M	0.6%	$183.57	—	HEALTH CAR ETF	92204A504
IUSG	ISHARES TR	34,883	$5.74M	0.6%	$75.82	—	CORE S&P US GWT	464287671
VBR	VANGUARD INDEX FDS	26,914	$5.617M	0.6%	$169.97	—	SM CP VAL ETF	922908611
MA	MASTERCARD INCORPORATED	9,421	$5.359M	0.5%	$310.03	+85.0%	CL A	57636Q104
—	PIMCO DYNAMIC INCOME OPRNTS	342,492	$4.836M	0.5%	$12.24	—	COM BEN SHS	69355M107
—	TRI CONTL CORP	140,993	$4.794M	0.5%	$32.55	—	COM	895436103
IWD	ISHARES TR	23,431	$4.77M	0.5%	$112.11	—	RUS 1000 VAL ETF	464287598
—	CALAMOS CONV & HIGH INCOME F	398,300	$4.469M	0.4%	$10.18	—	COM SHS	12811P108
JPM	JPMORGAN CHASE & CO.	13,517	$4.264M	0.4%	$114.85	+157.7%	COM	46625H100
BOND	PIMCO ETF TR	45,272	$4.226M	0.4%	$91.14	—	ACTIVE BD ETF	72201R775
FEGE	RBB FUND TRUST	92,291	$4.082M	0.4%	$44.23	—	FIRST EAGLE GBL	75526L886
VBK	VANGUARD INDEX FDS	13,696	$4.076M	0.4%	$238.17	—	SML CP GRW ETF	922908595
SPY	SPDR S&P 500 ETF TR	5,639	$3.757M	0.4%	$412.38	—	TR UNIT	78462F103
ORCL	ORACLE CORP	13,349	$3.754M	0.4%	$95.47	+166.2%	COM	68389X105
ABBV	ABBVIE INC	15,842	$3.668M	0.4%	$91.64	+120.4%	COM	00287Y109
COR	CENCORA INC	11,407	$3.565M	0.4%	$121.57	+141.4%	COM	03073E105
JNJ	JOHNSON & JOHNSON	18,035	$3.344M	0.3%	$123.51	+37.2%	COM	478160104
VYMI	VANGUARD WHITEHALL FDS	36,747	$3.112M	0.3%	$75.84	—	INTL HIGH ETF	921946794
XOM	EXXON MOBIL CORP	27,208	$3.068M	0.3%	$78.34	+40.0%	COM	30231G102
IWB	ISHARES TR	8,280	$3.026M	0.3%	$214.75	—	RUS 1000 ETF	464287622
XLK	SELECT SECTOR SPDR TR	10,383	$2.926M	0.3%	$89.42	—	TECHNOLOGY	81369Y803
XLI	SELECT SECTOR SPDR TR	16,043	$2.474M	0.2%	$76.84	—	INDL	81369Y704
IBIT	ISHARES BITCOIN TRUST ETF	36,561	$2.376M	0.2%	$56.94	—	SHS BEN INT	46438F101
AVGO	BROADCOM INC	6,929	$2.286M	0.2%	$168.04	+81.9%	COM	11135F101
—	BLACKROCK HEALTH SCIENCES TR	61,205	$2.279M	0.2%	$41.94	—	COM	09250W107
RSPH	INVESCO EXCHANGE TRADED FD T	74,270	$2.183M	0.2%	$45.36	—	S&P500 EQL HLT	46137V332
ET	ENERGY TRANSFER L P	126,603	$2.173M	0.2%	$15.16	—	COM UT LTD PTN	29273V100
COST	COSTCO WHSL CORP NEW	2,311	$2.14M	0.2%	$442.63	+116.1%	COM	22160K105
GPIQ	GOLDMAN SACHS ETF TR	40,579	$2.129M	0.2%	$50.47	—	NASDAQ-100 PREMI	38149W630
SO	SOUTHERN CO	22,456	$2.128M	0.2%	$84.30	+9.4%	COM	842587107
LLY	ELI LILLY & CO	2,626	$2.003M	0.2%	$385.24	+92.7%	COM	532457108
PANW	PALO ALTO NETWORKS INC	9,655	$1.966M	0.2%	$173.59	+10.3%	COM	697435105
SYK	STRYKER CORPORATION	5,199	$1.922M	0.2%	$173.50	+121.6%	COM	863667101
PG	PROCTER AND GAMBLE CO	12,212	$1.876M	0.2%	$86.17	+79.7%	COM	742718109
IEMG	ISHARES INC	27,948	$1.842M	0.2%	$55.22	—	CORE MSCI EMKT	46434G103
IJJ	ISHARES TR	14,000	$1.816M	0.2%	$117.85	—	S&P MC 400VL ETF	464287705
VEU	VANGUARD INTL EQUITY INDEX F	24,623	$1.757M	0.2%	$59.40	—	ALLWRLD EX US	922042775
GLD	SPDR GOLD TR	4,852	$1.725M	0.2%	$317.31	—	GOLD SHS	78463V107
ITA	ISHARES TR	8,201	$1.716M	0.2%	$123.71	—	US AER DEF ETF	464288760
IVW	ISHARES TR	14,161	$1.709M	0.2%	$84.45	—	S&P 500 GRWT ETF	464287309
HD	HOME DEPOT INC	4,100	$1.661M	0.2%	$261.57	+48.8%	COM	437076102
QQQM	INVESCO EXCH TRADED FD TR II	6,698	$1.655M	0.2%	$190.20	—	NASDAQ 100 ETF	46138G649
VOT	VANGUARD INDEX FDS	5,133	$1.508M	0.1%	$224.78	—	MCAP GR IDXVIP	922908538
WMT	WALMART INC	14,573	$1.502M	0.1%	$60.20	+64.8%	COM	931142103
TSLA	TESLA INC	3,094	$1.376M	0.1%	$275.64	+25.8%	COM	88160R101
BAC	BANK AMERICA CORP	26,355	$1.36M	0.1%	$27.66	+74.8%	COM	060505104
VTI	VANGUARD INDEX FDS	4,044	$1.327M	0.1%	$182.61	—	TOTAL STK MKT	922908769
AVUV	AMERICAN CENTY ETF TR	12,922	$1.286M	0.1%	$95.00	—	US SML CP VALU	025072877
EPD	ENTERPRISE PRODS PARTNERS L	39,798	$1.244M	0.1%	$29.75	—	COM	293792107
—	PIMCO MUN INCOME FD II	145,722	$1.153M	0.1%	$8.74	—	COM	72200W106
RTX	RTX CORPORATION	6,789	$1.136M	0.1%	$69.23	+122.8%	COM	75513E101
TCAL	T ROWE PRICE ETF INC	45,139	$1.101M	0.1%	$24.39	—	CAPITAL APPRECIA	87283Q784
—	NUVEEN PFD & INCOME OPPORTUN	132,318	$1.085M	0.1%	$8.20	—	COM	67073B106
IBM	INTERNATIONAL BUSINESS MACHS	3,828	$1.08M	0.1%	$120.83	+114.8%	COM	459200101
MCD	MCDONALDS CORP	3,477	$1.057M	0.1%	$205.81	+46.4%	COM	580135101
SMH	VANECK ETF TRUST	3,196	$1.043M	0.1%	$257.70	—	SEMICONDUCTR ETF	92189F676
UNP	UNION PAC CORP	4,410	$1.042M	0.1%	$123.30	+81.0%	COM	907818108
AMAT	APPLIED MATLS INC	4,973	$1.018M	0.1%	$28.51	+534.0%	COM	038222105
CRWD	CROWDSTRIKE HLDGS INC	1,921	$942K	0.1%	$311.09	+46.2%	CL A	22788C105
PM	PHILIP MORRIS INTL INC	5,794	$940K	0.1%	$84.94	+94.5%	COM	718172109
CAT	CATERPILLAR INC	1,964	$937K	0.1%	$209.32	+103.2%	COM	149123101
CVX	CHEVRON CORP NEW	5,936	$922K	0.1%	$123.16	+23.6%	COM	166764100
UNH	UNITEDHEALTH GROUP INC	2,619	$904K	0.1%	$360.49	-17.1%	COM	91324P102
MRK	MERCK & CO INC	10,701	$898K	0.1%	$65.21	+24.2%	COM	58933Y105
RSP	INVESCO EXCHANGE TRADED FD T	4,674	$887K	0.1%	$175.15	—	S&P500 EQL WGT	46137V357
BN	BROOKFIELD CORP	12,780	$876K	0.1%	$37.46	+18.0%	CL A LTD VT SH	11271J107
APPN	APPIAN CORP	28,436	$869K	0.1%	$50.69	-40.7%	CL A	03782L101
TFC	TRUIST FINL CORP	18,648	$853K	0.1%	$41.88	+5.9%	COM	89832Q109
PLTR	PALANTIR TECHNOLOGIES INC	4,579	$835K	0.1%	$30.69	+428.1%	CL A	69608A108
NOBL	PROSHARES TR	8,027	$827K	0.1%	$95.20	—	S&P 500 DV ARIST	74348A467
ADP	AUTOMATIC DATA PROCESSING IN	2,702	$793K	0.1%	$199.11	+49.6%	COM	053015103
PEP	PEPSICO INC	5,635	$791K	0.1%	$100.18	+40.2%	COM	713448108
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$754K	0.1%	$692527.00	+5.0%	CL A	084670108
—	COHEN & STEERS SELECT PFD &	35,510	$738K	0.1%	$18.36	—	COM	19248Y107
MAR	MARRIOTT INTL INC NEW	2,832	$738K	0.1%	$117.57	+127.5%	CL A	571903202
MO	ALTRIA GROUP INC	10,931	$722K	0.1%	$33.26	+84.6%	COM	02209S103
GLW	CORNING INC	8,803	$722K	0.1%	$31.17	+108.5%	COM	219350105
DUK	DUKE ENERGY CORP NEW	5,814	$719K	0.1%	$80.00	+49.7%	COM NEW	26441C204
TT	TRANE TECHNOLOGIES PLC	1,698	$716K	0.1%	$132.32	+222.4%	SHS	G8994E103
ABT	ABBOTT LABS	5,341	$715K	0.1%	$98.69	+32.3%	COM	002824100
CGGO	CAPITAL GROUP GBL GROWTH EQT	20,711	$708K	0.1%	$34.17	—	SHS CREATION UNI	14020X104
IHI	ISHARES TR	11,614	$698K	0.1%	$76.21	—	U.S. MED DVC ETF	464288810
OCSL	OAKTREE SPECIALTY LENDING CO	52,641	$687K	0.1%	$17.44	-21.0%	COM	67401P405
BX	BLACKSTONE INC	4,019	$687K	0.1%	$100.69	+68.3%	COM	09260D107
NFLX	NETFLIX INC	572	$686K	0.1%	$67.25	+81.5%	COM	64110L106
AMGN	AMGEN INC	2,427	$685K	0.1%	$186.17	+53.9%	COM	031162100
VOO	VANGUARD INDEX FDS	1,117	$684K	0.1%	$583.09	—	S&P 500 ETF SHS	922908363
DIS	DISNEY WALT CO	5,952	$682K	0.1%	$119.58	-2.2%	COM	254687106
CSX	CSX CORP	19,120	$679K	0.1%	$29.93	+13.4%	COM	126408103
NOC	NORTHROP GRUMMAN CORP	1,094	$667K	0.1%	$400.09	+40.8%	COM	666807102
CEG	CONSTELLATION ENERGY CORP	2,013	$662K	0.1%	$65.20	+394.1%	COM	21037T109
AEP	AMERICAN ELEC PWR CO INC	5,743	$646K	0.1%	$74.05	+46.1%	COM	025537101
AMD	ADVANCED MICRO DEVICES INC	3,967	$642K	0.1%	$108.56	+48.7%	COM	007903107
GE	GE AEROSPACE	2,132	$641K	0.1%	$106.74	+155.5%	COM NEW	369604301
WM	WASTE MGMT INC DEL	2,894	$639K	0.1%	$147.52	+51.6%	COM	94106L109
WFC	WELLS FARGO CO NEW	7,600	$637K	0.1%	$40.88	+96.8%	COM	949746101
COWZ	PACER FDS TR	11,058	$636K	0.1%	$49.61	—	US CASH COWS 100	69374H881
SRLN	SSGA ACTIVE ETF TR	15,267	$635K	0.1%	$41.73	—	BLACKSTONE SENR	78467V608
HON	HONEYWELL INTL INC	3,004	$632K	0.1%	$150.23	+37.9%	COM	438516106
XHE	SPDR SERIES TRUST	8,000	$630K	0.1%	$66.72	—	HLTH CR EQUIP	78464A581
QXO	QXO INC	32,832	$626K	0.1%	$20.71	0.0%	COM NEW	82846H405
AMT	AMERICAN TOWER CORP NEW	3,234	$622K	0.1%	$158.14	+29.4%	COM	03027X100
APH	AMPHENOL CORP NEW	5,022	$621K	0.1%	$55.56	+96.9%	CL A	032095101
CSCO	CISCO SYS INC	9,074	$621K	0.1%	$43.48	+55.0%	COM	17275R102
GS	GOLDMAN SACHS GROUP INC	779	$620K	0.1%	$383.74	+91.5%	COM	38141G104
NEE	NEXTERA ENERGY INC	8,147	$615K	0.1%	$61.62	+17.2%	COM	65339F101
BXSL	BLACKSTONE SECD LENDING FD	22,450	$585K	0.1%	$28.36	0.0%	COMMON STOCK	09261X102
KO	COCA COLA CO	8,817	$585K	0.1%	$58.06	+17.0%	COM	191216100
XLF	SELECT SECTOR SPDR TR	10,710	$577K	0.1%	$33.88	—	FINANCIAL	81369Y605
EMR	EMERSON ELEC CO	4,143	$543K	0.1%	$80.32	+68.7%	COM	291011104
BA	BOEING CO	2,476	$534K	0.1%	$180.80	+24.7%	COM	097023105
BLK	BLACKROCK INC	446	$520K	0.1%	$989.37	+12.1%	COM	09290D101
UBER	UBER TECHNOLOGIES INC	5,290	$518K	0.1%	$62.79	+48.9%	COM	90353T100
TSCO	TRACTOR SUPPLY CO	8,896	$506K	0.0%	$48.87	+19.7%	COM	892356106
SHEN	SHENANDOAH TELECOMMUNICATION	35,336	$474K	0.0%	$16.11	-14.7%	COM	82312B106
MCO	MOODYS CORP	986	$470K	0.0%	$226.10	+122.3%	COM	615369105
TMO	THERMO FISHER SCIENTIFIC INC	962	$467K	0.0%	$380.30	+22.2%	COM	883556102
TDVG	T ROWE PRICE ETF INC	10,417	$458K	0.0%	$32.63	—	PRICE DIV GRWT	87283Q404
—	KAYNE ANDERSON ENERGY INFRST	36,995	$458K	0.0%	$9.22	—	COM	486606106
VCRB	VANGUARD MALVERN FDS	5,701	$447K	0.0%	$77.94	—	CORE BD ETF	922020748
MRSH	MARSH & MCLENNAN COS INC	2,208	$445K	0.0%	$195.76	+4.2%	COM	571748102
PSA	PUBLIC STORAGE OPER CO	1,532	$443K	0.0%	$226.65	+24.2%	COM	74460D109
SCHK	SCHWAB STRATEGIC TR	13,594	$437K	0.0%	$32.12	—	1000 INDEX ETF	808524722
D	DOMINION ENERGY INC	7,000	$428K	0.0%	$59.41	-1.9%	COM	25746U109
KKR	KKR & CO INC	3,189	$414K	0.0%	$75.58	+87.4%	COM	48251W104
DIA	SPDR DOW JONES INDL AVERAGE	890	$413K	0.0%	$293.19	—	UT SER 1	78467X109
PLD	PROLOGIS INC.	3,535	$405K	0.0%	$96.22	+12.5%	COM	74340W103
LMT	LOCKHEED MARTIN CORP	800	$399K	0.0%	$319.08	+40.5%	COM	539830109
MS	MORGAN STANLEY	2,478	$394K	0.0%	$87.66	+67.1%	COM NEW	617446448
—	TORTOISE ENERGY INFRA CORP	9,005	$388K	0.0%	$45.45	—	COM	89147L886
PSTG	PURE STORAGE INC	4,555	$382K	0.0%	$22.25	+198.9%	CL A	74624M102
TRGP	TARGA RES CORP	2,271	$380K	0.0%	$136.82	+20.7%	COM	87612G101
SLYV	SPDR SERIES TRUST	4,261	$378K	0.0%	$57.72	—	S&P 600 SMCP VAL	78464A300
APD	AIR PRODS & CHEMS INC	1,372	$374K	0.0%	$270.66	+5.5%	COM	009158106
XLU	SELECT SECTOR SPDR TR	4,265	$372K	0.0%	$82.33	—	SBI INT-UTILS	81369Y886
CB	CHUBB LIMITED	1,283	$362K	0.0%	$230.55	+19.4%	COM	H1467J104
DE	DEERE & CO	768	$351K	0.0%	$399.04	+22.7%	COM	244199105
DVY	ISHARES TR	2,453	$349K	0.0%	$93.79	—	SELECT DIVID ETF	464287168
TJX	TJX COS INC NEW	2,357	$341K	0.0%	$115.16	+14.9%	COM	872540109
T	AT&T INC	11,690	$330K	0.0%	$19.13	+46.7%	COM	00206R102
VEA	VANGUARD TAX-MANAGED FDS	5,477	$328K	0.0%	$57.09	—	VAN FTSE DEV MKT	921943858
AXP	AMERICAN EXPRESS CO	988	$328K	0.0%	$285.23	+11.0%	COM	025816109
CRM	SALESFORCE INC	1,366	$324K	0.0%	$268.96	-6.5%	COM	79466L302
DFAS	DIMENSIONAL ETF TRUST	4,650	$318K	0.0%	$52.37	—	US SMALL CAP ETF	25434V500
DHR	DANAHER CORPORATION	1,604	$318K	0.0%	$218.54	-9.2%	COM	235851102
GEV	GE VERNOVA INC	512	$315K	0.0%	$425.60	+42.3%	COM	36828A101
LCNB	LCNB CORP	21,000	$315K	0.0%	$11.04	+36.6%	COM	50181P100
STT	STATE STR CORP	2,706	$314K	0.0%	$79.60	+38.3%	COM	857477103
VZ	VERIZON COMMUNICATIONS INC	7,132	$313K	0.0%	$35.83	+18.6%	COM	92343V104
JCI	JOHNSON CTLS INTL PLC	2,840	$312K	0.0%	$79.36	+34.7%	SHS	G51502105
COP	CONOCOPHILLIPS	3,299	$312K	0.0%	$107.90	-13.6%	COM	20825C104
LIN	LINDE PLC	645	$307K	0.0%	$450.33	+4.5%	SHS	G54950103
QCOM	QUALCOMM INC	1,838	$306K	0.0%	$129.29	+21.6%	COM	747525103
BG	BUNGE GLOBAL SA	3,755	$305K	0.0%	$98.11	-19.3%	COM SHS	H11356104
TRV	TRAVELERS COMPANIES INC	1,071	$299K	0.0%	$246.27	+8.0%	COM	89417E109
INTC	INTEL CORP	8,845	$297K	0.0%	$20.72	+16.9%	COM	458140100
MDLZ	MONDELEZ INTL INC	4,737	$296K	0.0%	$52.29	+21.3%	CL A	609207105
MMM	3M CO	1,891	$293K	0.0%	$103.85	+47.4%	COM	88579Y101
SCHW	SCHWAB CHARLES CORP	3,028	$289K	0.0%	$74.05	+27.7%	COM	808513105
ALL	ALLSTATE CORP	1,344	$289K	0.0%	$173.86	+15.2%	COM	020002101
EXC	EXELON CORP	6,350	$286K	0.0%	$28.08	+54.5%	COM	30161N101
BMY	BRISTOL-MYERS SQUIBB CO	6,199	$280K	0.0%	$51.75	-12.1%	COM	110122108
GDX	VANECK ETF TRUST	3,650	$279K	0.0%	$76.40	—	GOLD MINERS ETF	92189F106
SBUX	STARBUCKS CORP	3,293	$279K	0.0%	$77.72	+14.0%	COM	855244109
SUSA	ISHARES TR	2,040	$277K	0.0%	$100.51	—	ESG OPTIMIZED	464288802
VB	VANGUARD INDEX FDS	1,087	$276K	0.0%	$213.71	—	SMALL CP ETF	922908751
TSM	TAIWAN SEMICONDUCTOR MFG LTD	973	$272K	0.0%	$279.29	—	SPONSORED ADS	874039100
ADBE	ADOBE INC	759	$268K	0.0%	$380.35	-5.7%	COM	00724F101
ARCC	ARES CAPITAL CORP	13,000	$265K	0.0%	$14.65	+45.6%	COM	04010L103
VXUS	VANGUARD STAR FDS	3,575	$263K	0.0%	$65.95	—	VG TL INTL STK F	921909768
ILCG	ISHARES TR	2,517	$262K	0.0%	$81.41	—	MORNINGSTAR GRWT	464287119
NVS	NOVARTIS AG	2,025	$260K	0.0%	$110.55	—	SPONSORED ADR	66987V109
MCK	MCKESSON CORP	332	$257K	0.0%	$618.50	+13.7%	COM	58155Q103
NOW	SERVICENOW INC	271	$249K	0.0%	$200.20	-6.7%	COM	81762P102
MDT	MEDTRONIC PLC	2,544	$242K	0.0%	$81.05	+12.6%	SHS	G5960L103
AVB	AVALONBAY CMNTYS INC	1,253	$242K	0.0%	$140.89	+35.7%	COM	053484101
CL	COLGATE PALMOLIVE CO	3,013	$241K	0.0%	$84.64	0.0%	COM	194162103
PH	PARKER-HANNIFIN CORP	315	$239K	0.0%	$631.65	+16.4%	COM	701094104
VOE	VANGUARD INDEX FDS	1,364	$238K	0.0%	$156.90	—	MCAP VL IDXVIP	922908512
PODD	INSULET CORP	771	$238K	0.0%	$288.61	+8.6%	COM	45784P101
GBTC	GRAYSCALE BITCOIN TRUST ETF	2,643	$237K	0.0%	$84.83	—	SHS REP COM UT	389637109
LRCX	LAM RESEARCH CORP	1,765	$236K	0.0%	$105.52	0.0%	COM NEW	512807306
MRVL	MARVELL TECHNOLOGY INC	2,759	$232K	0.0%	$62.43	+17.7%	COM	573874104
SPG	SIMON PPTY GROUP INC NEW	1,224	$230K	0.0%	$65.58	+157.8%	COM	828806109
PFE	PFIZER INC	8,985	$229K	0.0%	$27.33	-11.7%	COM	717081103
ESGV	VANGUARD WORLD FD	1,932	$229K	0.0%	$109.64	—	ESG US STK ETF	921910733
TCHP	T ROWE PRICE ETF INC	4,676	$229K	0.0%	$45.35	—	PRICE BLUE CHIP	87283Q107
MAA	MID-AMER APT CMNTYS INC	1,630	$228K	0.0%	$149.66	-4.7%	COM	59522J103
LOW	LOWES COS INC	882	$222K	0.0%	$244.20	0.0%	COM	548661107
ANET	ARISTA NETWORKS INC	1,510	$220K	0.0%	$128.77	0.0%	COM SHS	040413205
JBHT	HUNT J B TRANS SVCS INC	1,638	$220K	0.0%	$126.74	+13.0%	COM	445658107
AVIV	AMERICAN CENTY ETF TR	3,240	$219K	0.0%	$67.44	—	INTERNATIONAL LR	025072364
AGG	ISHARES TR	2,173	$218K	0.0%	$98.87	—	CORE US AGGBD ET	464287226
AON	AON PLC	608	$217K	0.0%	$327.70	+10.3%	SHS CL A	G0403H108
KLAC	KLA CORP	200	$216K	0.0%	$930.36	0.0%	COM NEW	482480100
OKE	ONEOK INC NEW	2,929	$214K	0.0%	$63.76	+17.7%	COM	682680103
IJH	ISHARES TR	3,193	$208K	0.0%	$65.26	—	CORE S&P MCP ETF	464287507
MINO	PIMCO ETF TR	4,565	$207K	0.0%	$45.31	—	MUNI INCOME OPP	72201R635
TMUS	T-MOBILE US INC	854	$205K	0.0%	$240.31	0.0%	COM	872590104
GSBD	GOLDMAN SACHS BDC INC	20,000	$203K	0.0%	$13.13	-13.4%	SHS	38147U107
VV	VANGUARD INDEX FDS	651	$200K	0.0%	$307.87	—	LARGE CAP ETF	922908637
—	EATON VANCE TAX-MANAGED GLOB	19,921	$180K	0.0%	$10.70	—	COM	27829C105
—	NUVEEN VIRGINIA QLTY MUNCPL	15,390	$179K	0.0%	$12.40	—	COM	67064R102
—	GABELLI EQUITY TR INC	18,265	$111K	0.0%	$5.56	—	COM	362397101
—	BNY MELLON STRATEGIC MUNS IN	13,766	$86,037	0.0%	$6.86	—	COM	05588W108
MBOT	MICROBOT MED INC	10,000	$30,500	0.0%	$3.12	0.0%	COM NEW	59503A204
PSQ	PROSHARES TR	27,500	$297	0.0%	—	—	Call	74349Y837