Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VV	VANGUARD LARGE-CAP ETF	364,547	$109M	9.5%	$135.92	—	ETF	922908637
VB	VANGUARD SMALL-CAP ETF	371,133	$97.21M	8.5%	$166.36	—	ETF	922908751
VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	832,286	$53.33M	4.7%	$43.00	—	ETF	921943858
SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	1,471,629	$48.49M	4.2%	$22.31	—	ETF	808524706
VONE	VANGUARD RUSSELL 1000 ETF	146,084	$43.11M	3.8%	$242.00	—	ETF	92206C730
VO	VANGUARD MID-CAP ETF	148,780	$42.73M	3.7%	$162.49	—	ETF	922908629
RDIV	INVESCO S&P ULTRA DIVIDEND REVENUE ETF	739,810	$41.18M	3.6%	$43.81	—	ETF	46138G656
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	268,922	$39.83M	3.5%	$79.34	—	ETF	921946406
GDXJ	VANECK JUNIOR GOLD MINERS ETF	298,166	$35.79M	3.1%	$31.09	—	ETF	92189F791
AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	301,214	$29.9M	2.6%	$98.24	—	ETF	464287226
SPTS	STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF	1,009,143	$29.45M	2.6%	$29.07	—	ETF	78468R101
IBTI	ISHARES IBONDS DEC 2028 TERM TREASURY ETF	1,291,891	$28.79M	2.5%	$22.28	—	ETF	46436E833
IJS	ISHARES S&P SMALL-CAP 600 VALUE ETF	237,895	$28.18M	2.5%	$86.40	—	ETF	464287879
IJT	ISHARES S&P SMALL-CAP 600 GROWTH ETF	190,029	$27.5M	2.4%	$132.58	—	ETF	464287887
VTEB	VANGUARD TAX-EXEMPT BOND ETF	465,886	$23.24M	2.0%	$51.71	—	ETF	922907746
GMUB	GOLDMAN SACHS MUNICIPAL INCOME ETF	442,405	$22.54M	2.0%	$50.95	—	ETF	38149W549
VTV	VANGUARD VALUE ETF	113,007	$22.17M	1.9%	$120.00	—	ETF	922908744
GTEK	GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF	526,563	$21.54M	1.9%	$28.31	—	ETF	38149W812
URA	GLOBAL X URANIUM ETF	438,061	$21.22M	1.8%	$20.39	—	ETF	37954Y871
TIP	ISHARES TIPS BOND ETF	179,953	$19.86M	1.7%	$108.10	—	ETF	464287176
EFA	ISHARES MSCI EAFE ETF	181,547	$17.63M	1.5%	$69.62	—	ETF	464287465
VUG	VANGUARD GROWTH ETF	39,121	$17.09M	1.5%	$190.95	—	ETF	922908736
IBMP	ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF	636,580	$16.19M	1.4%	$25.16	—	ETF	46435U283
IBMQ	ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF	550,889	$14.06M	1.2%	$25.36	—	ETF	46435U325
TLT	ISHARES 20 YEAR TREASURY BOND ETF	113,147	$9.809M	0.9%	$95.94	—	ETF	464287432
MYCH	STATE STREET MY2028 CORPORATE BOND ETF	392,668	$9.799M	0.9%	$24.89	—	ETF	78470P796
MYCI	STATE STREET MY2029 CORPORATE BOND ETF	393,471	$9.789M	0.9%	$24.76	—	ETF	78470P788
LQD	ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	89,798	$9.787M	0.9%	$106.54	—	ETF	464287242
MYCJ	STATE STREET MY2030 CORPORATE BOND ETF	394,101	$9.776M	0.9%	$24.66	—	ETF	78470P770
IBTJ	ISHARES IBONDS DEC 2029 TERM TREASURY ETF	438,998	$9.589M	0.8%	$21.84	—	ETF	46436E825
IBTK	ISHARES IBONDS DEC 2030 TERM TREASURY ETF	485,730	$9.579M	0.8%	$19.72	—	ETF	46436E593
HYMB	STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	321,392	$7.971M	0.7%	$24.83	—	ETF	78464A284
MYMJ	STATE STREET MY2030 MUNICIPAL BOND ETF	294,895	$7.297M	0.6%	$24.57	—	ETF	78470P671
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	72,593	$7.255M	0.6%	$100.93	—	ETF	922907738
MYMI	STATE STREET MY2029 MUNICIPAL BOND ETF	285,956	$7.042M	0.6%	$24.49	—	ETF	78470P689
MYMK	STATE STREET MY2031 MUNICIPAL BOND ETF	265,263	$6.606M	0.6%	$24.91	—	ETF	78470P598
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	68,297	$6.436M	0.6%	$68.40	—	ETF	921946794
XMPT	VANECK CEF MUNI INCOME ETF	299,024	$6.429M	0.6%	$21.50	—	ETF	92189F460
IDV	ISHARES INTERNATIONAL SELECT DIVIDEND ETF	146,566	$6.238M	0.5%	$30.39	—	ETF	464288448
AAPL	APPLE INC COM	21,230	$5.388M	0.5%	$165.60	+58.7%	Stock	037833100
SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	110,259	$5.033M	0.4%	$26.91	—	ETF	78463X889
VWO	VANGUARD FTSE EMERGING MARKETS ETF	89,678	$4.847M	0.4%	$43.46	—	ETF	922042858
IJR	ISHARES CORE S&P SMALL CAP ETF	33,152	$4.121M	0.4%	$104.20	—	ETF	464287804
VBR	VANGUARD SMALL CAP VALUE ETF	18,670	$4.056M	0.4%	$155.30	—	ETF	922908611
BRK/B	BERKSHIRE HATHAWAY INC DEL CL B NEW	8,045	$3.855M	0.3%	$383.04	+28.8%	Stock	084670702
MSFT	MICROSOFT CORP COM	9,634	$3.566M	0.3%	$326.27	+33.2%	Stock	594918104
SPYD	STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	75,247	$3.425M	0.3%	$41.21	—	ETF	78468R788
GOOGL	ALPHABET INC CAP STK CL A	10,923	$3.141M	0.3%	$155.08	+108.5%	Stock	02079K305
GOOG	ALPHABET INC CAP STK CL C	10,077	$2.891M	0.3%	$132.79	+143.8%	Stock	02079K107
XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	21,293	$2.83M	0.2%	$121.88	—	ETF	81369Y803
JNJ	JOHNSON & JOHNSON COM	11,454	$2.8M	0.2%	$151.05	+50.9%	Stock	478160104
AMLP	ALERIAN MLP ETF	45,705	$2.406M	0.2%	$37.36	—	ETF	00162Q452
GLD	SPDR GOLD SHARES	5,578	$2.4M	0.2%	$236.96	—	ETF	78463V107
AMZN	AMAZON COM INC COM	11,505	$2.396M	0.2%	$160.88	+41.0%	Stock	023135106
MGC	VANGUARD MEGA CAP ETF	10,065	$2.379M	0.2%	$115.75	—	ETF	921910873
MCD	MCDONALDS CORP COM	7,604	$2.363M	0.2%	$261.05	+21.5%	Stock	580135101
XSHD	INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF	176,273	$2.313M	0.2%	$13.35	—	ETF	46138E131
KBWY	INVESCO KBW PREMIUM YIELD EQUITY REIT ETF	147,019	$2.246M	0.2%	$15.66	—	ETF	46138E594
CVX	CHEVRON CORPORATION COM	10,428	$2.158M	0.2%	$130.94	+31.3%	Stock	166764100
JPM	JPMORGAN CHASE & CO COM	7,304	$2.149M	0.2%	$138.94	+124.1%	Stock	46625H100
CAT	CATERPILLAR INC COM	2,975	$2.108M	0.2%	$217.45	+214.7%	Stock	149123101
HD	HOME DEPOT INC COM	6,161	$2.026M	0.2%	$346.16	+8.9%	Stock	437076102
SPY	STATE STREET SPDR S&P 500 ETF	2,992	$1.946M	0.2%	$478.25	—	ETF	78462F103
PFE	PFIZER INC COM	66,948	$1.88M	0.2%	$27.27	-4.0%	Stock	717081103
KO	COCA COLA CO COM	24,418	$1.857M	0.2%	$58.36	+28.1%	Stock	191216100
PG	PROCTER & GAMBLE CO COM	12,710	$1.836M	0.2%	$153.41	-1.1%	Stock	742718109
SCHX	SCHWAB U.S. LARGE-CAP ETF	70,530	$1.808M	0.2%	$25.96	—	ETF	808524201
AMGN	AMGEN INC COM	4,986	$1.754M	0.2%	$235.62	+48.4%	Stock	031162100
IYE	ISHARES U.S. ENERGY ETF	26,403	$1.71M	0.1%	$42.43	—	ETF	464287796
XME	STATE STREET SPDR S&P METALS & MINING ETF	15,541	$1.679M	0.1%	$39.79	—	ETF	78464A755
VZ	VERIZON COMMUNICATIONS INC COM	32,926	$1.653M	0.1%	$38.61	+13.5%	Stock	92343V104
TGT	TARGET CORP COM	13,536	$1.641M	0.1%	$109.20	0.0%	Stock	87612E106
PWR	QUANTA SVCS INC COM	2,803	$1.539M	0.1%	$264.40	+83.9%	Stock	74762E102
MRK	MERCK & CO INC COM	12,678	$1.525M	0.1%	$90.05	+26.9%	Stock	58933Y105
XOM	EXXON MOBIL CORP COM	8,941	$1.517M	0.1%	$79.68	+74.1%	Stock	30231G102
NVDA	NVIDIA CORPORATION COM	8,674	$1.513M	0.1%	$125.02	+49.3%	Stock	67066G104
SILJ	AMPLIFY JUNIOR SILVER MINERS ETF	49,889	$1.483M	0.1%	$12.91	—	ETF	032108649
UPS	UNITED PARCEL SVCS INC CL B	15,014	$1.477M	0.1%	$115.51	-4.9%	Stock	911312106
SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	13,868	$1.477M	0.1%	$105.92	—	ETF	464288158
UNP	UNION PAC CORP COM	5,955	$1.445M	0.1%	$186.12	+30.7%	Stock	907818108
SCHA	SCHWAB U.S. SMALL-CAP ETF	46,939	$1.365M	0.1%	$27.11	—	ETF	808524607
SCHF	SCHWAB INTERNATIONAL EQUITY ETF	55,022	$1.362M	0.1%	$24.10	—	ETF	808524805
COST	COSTCO WHOLESALE CORPORATION COM	1,288	$1.283M	0.1%	$700.45	+37.6%	Stock	22160K105
MUB	ISHARES NATIONAL MUNI BOND ETF	11,911	$1.264M	0.1%	$111.72	—	ETF	464288414
LOW	LOWES COS INC COM	5,339	$1.261M	0.1%	$185.71	+46.2%	Stock	548661107
IWF	ISHARES RUSSELL 1000 GROWTH ETF	2,942	$1.254M	0.1%	$299.87	—	ETF	464287614
XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	8,533	$1.251M	0.1%	$111.75	—	ETF	81369Y209
NKE	NIKE INC CL B	22,356	$1.181M	0.1%	$63.98	0.0%	Stock	654106103
V	VISA INC COM CL A	3,795	$1.147M	0.1%	$243.00	+35.5%	Stock	92826C839
DWX	STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF	24,906	$1.136M	0.1%	$32.39	—	ETF	78463X772
QQQ	INVESCO QQQ TRUST SERIES I	1,938	$1.119M	0.1%	$585.82	—	ETF	46090E103
WMT	WALMART INC COM	8,965	$1.114M	0.1%	$63.92	+90.9%	Stock	931142103
UNH	UNITEDHEALTH GROUP INC COM	4,057	$1.098M	0.1%	$308.78	-0.0%	Stock	91324P102
IWB	ISHARES RUSSELL 1000 ETF	2,974	$1.06M	0.1%	$282.47	—	ETF	464287622
IWM	ISHARES RUSSELL 2000 ETF	4,261	$1.057M	0.1%	$180.91	—	ETF	464287655
VOT	VANGUARD MID-CAP GROWTH ETF	4,005	$1.031M	0.1%	$166.89	—	ETF	922908538
IJK	ISHARES S&P MID-CAP 400 GROWTH ETF	10,065	$1.013M	0.1%	$68.30	—	ETF	464287606
VOE	VANGUARD MID-CAP VALUE ETF	5,417	$998K	0.1%	$116.01	—	ETF	922908512
AVGO	BROADCOM INC COM	3,138	$971K	0.1%	$257.08	+30.0%	Stock	11135F101
PANW	PALO ALTO NETWORKS INC COM	5,747	$921K	0.1%	$177.28	-2.9%	Stock	697435105
PCEF	INVESCO CEF INCOME COMPOSITE ETF	48,846	$919K	0.1%	$21.30	—	ETF	46138E404
MGK	VANGUARD MEGA CAP GROWTH ETF	2,478	$911K	0.1%	$287.05	—	ETF	921910816
NVO	NOVO-NORDISK A S ADR	24,337	$894K	0.1%	$36.75	—	ADR	670100205
ILF	ISHARES LATIN AMERICA 40 ETF	24,347	$865K	0.1%	$22.02	—	ETF	464287390
IVV	ISHARES CORE S&P 500 ETF	1,320	$862K	0.1%	$653.21	—	ETF	464287200
VBK	VANGUARD SMALL-CAP GROWTH ETF	2,560	$774K	0.1%	$198.83	—	ETF	922908595
IWD	ISHARES RUSSELL 1000 VALUE ETF	3,619	$773K	0.1%	$174.97	—	ETF	464287598
EWX	STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF	11,616	$768K	0.1%	$66.12	—	ETF	78463X756
PM	PHILIP MORRIS INTL INC COM	4,465	$738K	0.1%	$120.26	+46.3%	Stock	718172109
PEP	PEPSICO INC COM	4,741	$736K	0.1%	$140.65	+10.0%	Stock	713448108
HWM	HOWMET AEROSPACE INC COM	3,113	$717K	0.1%	$153.62	+47.5%	Stock	443201108
INDA	ISHARES MSCI INDIA ETF	14,506	$679K	0.1%	$47.21	—	ETF	46429B598
VDE	VANGUARD ENERGY ETF	3,900	$675K	0.1%	$76.18	—	ETF	92204A306
VOO	VANGUARD S&P 500 ETF	1,112	$664K	0.1%	$428.44	—	ETF	922908363
SCHM	SCHWAB U.S. MID-CAP ETF	21,409	$663K	0.1%	$28.36	—	ETF	808524508
DVY	ISHARES SELECT DIVIDEND ETF	4,377	$663K	0.1%	$102.61	—	ETF	464287168
IAGG	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	13,095	$655K	0.1%	$49.99	—	ETF	46435G672
NEE	NEXTERA ENERGY INC COM	7,023	$652K	0.1%	$62.77	+38.9%	Stock	65339F101
ORCL	ORACLE CORP COM	4,399	$647K	0.1%	$61.16	+177.3%	Stock	68389X105
AMAT	APPLIED MATLS INC COM	1,868	$638K	0.1%	$122.26	+167.1%	Stock	038222105
META	META PLATFORMS INC CL A	1,110	$635K	0.1%	$511.72	+28.1%	Stock	30303M102
BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	13,178	$633K	0.1%	$48.82	—	ETF	92203J407
VXUS	VANGUARD TOTAL INTERNATIONAL STOCK ETF	8,134	$627K	0.1%	$73.46	—	ETF	921909768
VTI	VANGUARD TOTAL STOCK MARKET ETF	1,860	$597K	0.1%	$289.40	—	ETF	922908769
CW	CURTISS WRIGHT CORP COM	850	$579K	0.1%	$225.59	+188.5%	Stock	231561101
RTX	RTX CORPORATION COM	2,944	$568K	0.0%	$87.27	+125.3%	Stock	75513E101
EMXC	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	7,126	$561K	0.0%	$59.26	—	ETF	46434G764
CSCO	CISCO SYS INC COM	7,175	$557K	0.0%	$46.99	+65.8%	Stock	17275R102
RMD	RESMED INC COM	2,323	$521K	0.0%	$200.02	+27.9%	Stock	761152107
CMI	CUMMINS INC COM	952	$512K	0.0%	$196.64	+192.7%	Stock	231021106
GSLC	TR ACTIVEBETA US LARGE CAP EQUITY ETF	4,077	$510K	0.0%	$130.28	—	ETF	381430503
SUSA	ISHARES ESG OPTIMIZED MSCI USA ETF	3,830	$506K	0.0%	$132.10	—	ETF	464288802
UBER	UBER TECHNOLOGIES INC COM	6,896	$496K	0.0%	$71.47	+10.1%	Stock	90353T100
VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	6,184	$490K	0.0%	$78.94	—	ETF	92206C409
SCHK	SCHWAB 1000 INDEX ETF	15,583	$488K	0.0%	$30.29	—	ETF	808524722
FTCS	FIRST TRUST CAPITAL STRENGTH ETF	5,160	$479K	0.0%	$92.76	—	ETF	33733E104
TJX	TJX COS INC NEW COM	2,942	$470K	0.0%	$86.38	+78.6%	Stock	872540109
BKNG	BOOKING HOLDINGS INC COM	111	$467K	0.0%	$3654.84	+30.8%	Stock	09857L108
DE	DEERE & CO COM	809	$456K	0.0%	$380.47	+44.9%	Stock	244199105
VT	VANGUARD TOTAL WORLD STOCK ETF	3,172	$439K	0.0%	$118.87	—	ETF	922042742
SDY	STATE STREET SPDR S&P DIVIDEND ETF	2,910	$425K	0.0%	$111.97	—	ETF	78464A763
MDY	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	688	$424K	0.0%	$450.66	—	ETF	78467Y107
SLV	ISHARES SILVER TRUST	6,103	$416K	0.0%	$32.81	—	ETF	46428Q109
ITOT	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	2,809	$400K	0.0%	$91.44	—	ETF	464287150
CL	COLGATE PALMOLIVE CO COM	4,647	$396K	0.0%	$71.76	+23.7%	Stock	194162103
DUK	DUKE ENERGY CORP NEW COM NEW	3,021	$396K	0.0%	$96.73	+25.0%	Stock	26441C204
IJH	ISHARES CORE S&P MID-CAP ETF	5,804	$392K	0.0%	$90.09	—	ETF	464287507
IJJ	ISHARES S&P MID-CAP 400 VALUE ETF	2,932	$388K	0.0%	$100.80	—	ETF	464287705
GDX	VANECK GOLD MINERS ETF	4,192	$385K	0.0%	$26.91	—	ETF	92189F106
DFAS	DIMENSIONAL U.S. SMALL CAP ETF	5,302	$377K	0.0%	$52.49	—	ETF	25434V500
ETN	EATON CORP PLC SHS	1,054	$377K	0.0%	$175.58	+101.4%	Stock	G29183103
SPYM	STATE STREET SPDR PORTFOLIO S&P 500 ETF	4,876	$373K	0.0%	$44.98	—	ETF	78464A854
MKL	MARKEL GROUP INC COM	194	$371K	0.0%	$1344.28	+54.6%	Stock	570535104
BN	BROOKFIELD CORP CL A LTD VT SH	9,178	$371K	0.0%	$30.10	+55.0%	Stock	11271J107
XLY	STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	3,314	$361K	0.0%	$124.44	—	ETF	81369Y407
MO	ALTRIA GROUP INC COM	5,432	$358K	0.0%	$57.65	+9.3%	Stock	02209S103
IBTG	ISHARES IBONDS DEC 2026 TERM TREASURY ETF	15,491	$355K	0.0%	$22.95	—	ETF	46436E858
LLY	ELI LILLY & CO COM	382	$351K	0.0%	$1047.09	0.0%	Stock	532457108
FDL	FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND	6,900	$351K	0.0%	$35.02	—	ETF	336917109
BIV	VANGUARD INTERMEDIATE-TERM BOND ETF	4,541	$350K	0.0%	$78.25	—	ETF	921937819
SPSK	SP FUNDS DOW JONES GLOBAL SUKUK ETF	19,401	$347K	0.0%	$17.95	—	ETF	886364702
IGIB	ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	6,347	$338K	0.0%	$52.54	—	ETF	464288638
BAC	BANK AMERICA CORP COM	6,894	$336K	0.0%	$32.98	+62.7%	Stock	060505104
IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	6,366	$335K	0.0%	$52.37	—	ETF	464288646
EFG	ISHARES MSCI EAFE GROWTH ETF	2,933	$327K	0.0%	$111.37	—	ETF	464288885
SCHB	SCHWAB U.S. BROAD MARKET ETF	12,993	$326K	0.0%	$36.09	—	ETF	808524102
IWO	ISHARES RUSSELL 2000 GROWTH ETF	1,035	$325K	0.0%	$255.90	—	ETF	464287648
EDIV	STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF	8,225	$325K	0.0%	$38.89	—	ETF	78463X533
XYL	XYLEM INC COM	2,697	$322K	0.0%	$102.49	+33.1%	Stock	98419M100
IQV	IQVIA HLDGS INC COM	1,837	$313K	0.0%	$227.18	-7.5%	Stock	46266C105
VXF	VANGUARD EXTENDED MARKET ETF	1,517	$312K	0.0%	$209.34	—	ETF	922908652
IMCG	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	3,946	$311K	0.0%	$81.33	—	ETF	464288307
GD	GENERAL DYNAMICS CORP COM	896	$308K	0.0%	$234.93	+50.9%	Stock	369550108
VTES	VANGUARD SHORT-TERM TAX EXEMPT BOND ETF	2,980	$301K	0.0%	$101.14	—	ETF	921935870
AXP	AMERICAN EXPRESS CO COM	992	$300K	0.0%	$156.99	+126.9%	Stock	025816109
AMT	AMERICAN TOWER CORP COM	1,733	$299K	0.0%	$170.18	+2.7%	REIT	03027X100
AMD	ADVANCED MICRO DEVICES INC COM	1,450	$295K	0.0%	$188.19	+17.8%	Stock	007903107
VIOV	VANGUARD S&P SMALL-CAP 600 VALUE ETF	2,886	$294K	0.0%	$95.86	—	ETF	921932778
IEFA	ISHARES CORE MSCI EAFE ETF	3,233	$293K	0.0%	$87.42	—	ETF	46432F842
VIOG	VANGUARD S&P SMALL-CAP 600 GROWTH ETF	2,349	$292K	0.0%	$122.15	—	ETF	921932794
COF	CAPITAL ONE FINL CORP COM	1,599	$292K	0.0%	$118.86	+87.8%	Stock	14040H105
DGRW	WISDOMTREE US QUALITY DIVIDEND GROWTH FUND	3,277	$288K	0.0%	$87.84	—	ETF	97717X669
FDX	FEDEX CORP COM	800	$285K	0.0%	$216.35	+56.7%	Stock	31428X106
CHH	CHOICE HOTELS INTL INC COM	2,700	$279K	0.0%	$106.22	0.0%	Stock	169905106
MLPA	GLOBAL X MLP ETF	5,167	$278K	0.0%	$39.48	—	ETF	37954Y343
ADP	AUTOMATIC DATA PROCESSING INC COM	1,364	$277K	0.0%	$237.15	+1.5%	Stock	053015103
SOXX	ISHARES SEMICONDUCTOR ETF	843	$277K	0.0%	$274.81	—	ETF	464287523
WSO	WATSCO INC COM	761	$277K	0.0%	$302.35	+29.7%	Stock	942622200
FSS	FEDERAL SIGNAL CORP COM	2,500	$270K	0.0%	$88.81	+29.7%	Stock	313855108
TSLA	TESLA INC COM	725	$270K	0.0%	$304.73	+39.8%	Stock	88160R101
NSC	NORFOLK SOUTHN CORP COM	921	$264K	0.0%	$233.56	+27.7%	Stock	655844108
SYK	STRYKER CORPORATION COM	803	$264K	0.0%	$294.11	+24.0%	Stock	863667101
SPAB	STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF	10,051	$258K	0.0%	$25.17	—	ETF	78464A649
RWR	STATE STREET SPDR DOW JONES REIT ETF	2,539	$256K	0.0%	$95.10	—	ETF	78464A607
WFC	WELLS FARGO & CO COM	3,120	$248K	0.0%	$71.52	+25.9%	Stock	949746101
CSX	CSX CORP COM	6,005	$247K	0.0%	$33.99	+13.3%	Stock	126408103
GEV	GE VERNOVA INC COM	282	$246K	0.0%	$736.93	0.0%	Stock	36828A101
NOC	NORTHROP GRUMMAN CORP COM	358	$244K	0.0%	$673.66	0.0%	Stock	666807102
MLM	MARTIN MARIETTA MATLS INC COM	413	$243K	0.0%	$526.61	+25.5%	Stock	573284106
DIS	DISNEY WALT CO COM	2,519	$243K	0.0%	$103.52	+5.7%	Stock	254687106
MTB	M & T BK CORP COM	1,170	$242K	0.0%	$163.27	+35.5%	Stock	55261F104
LAMR	LAMAR ADVERTISING CO CL A	1,904	$241K	0.0%	$106.28	—	REIT	512816109
MA	MASTERCARD INCORPORATED CL A	474	$237K	0.0%	$455.45	+18.4%	Stock	57636Q104
VTWG	VANGUARD RUSSELL 2000 GROWTH ETF	1,031	$236K	0.0%	$234.27	—	ETF	92206C623
SCMB	SCHWAB MUNICIPAL BOND ETF	9,243	$236K	0.0%	$25.18	—	ETF	808524649
VEU	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	3,118	$234K	0.0%	$75.10	—	ETF	922042775
TT	TRANE TECHNOLOGIES PLC SHS	558	$233K	0.0%	$392.99	+7.4%	Stock	G8994E103
APD	AIR PRODUCTS AND CHEMICALS INC COM	796	$231K	0.0%	$271.49	0.0%	Stock	009158106
IBM	INTERNATIONAL BUSINESS MACHS COM	947	$230K	0.0%	$128.77	+120.5%	Stock	459200101
VRTX	VERTEX PHARMACEUTICALS INC COM	511	$228K	0.0%	$377.40	+23.9%	Stock	92532F100
ABBV	ABBVIE INC COM	1,048	$228K	0.0%	$136.81	+62.7%	Stock	00287Y109
J	JACOBS SOLUTIONS INC COM	1,784	$227K	0.0%	$115.55	+19.9%	Stock	46982L108
SCHH	SCHWAB U.S. REIT ETF	10,510	$226K	0.0%	$21.49	—	ETF	808524847
FNF	FIDELITY NATL FINL INC COM SHS	4,802	$223K	0.0%	$38.82	+40.5%	Stock	31620R303
NUE	NUCOR CORP COM	1,310	$222K	0.0%	$140.51	+27.0%	Stock	670346105
DGRO	ISHARES CORE DIVIDEND GROWTH ETF	3,094	$217K	0.0%	$70.18	—	ETF	46434V621
BG	BUNGE GLOBAL SA COM SHS	1,693	$215K	0.0%	$112.04	0.0%	Stock	H11356104
VIG	VANGUARD DIVIDEND APPRECIATION ETF	998	$215K	0.0%	$215.06	—	ETF	921908844
KMB	KIMBERLY-CLARK CORP COM	2,216	$214K	0.0%	$121.01	-14.8%	Stock	494368103
TEL	TE CONNECTIVITY PLC ORD SHS	1,022	$214K	0.0%	$200.01	+14.9%	Stock	G87052109
AFL	AFLAC INC COM	1,906	$209K	0.0%	$98.75	+12.6%	Stock	001055102
D	DOMINION ENERGY INC COM	3,369	$208K	0.0%	$61.62	0.0%	Stock	25746U109
ENB	ENBRIDGE INC COM	3,782	$204K	0.0%	$48.57	0.0%	Stock	29250N105