Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
JCPB	J P MORGAN EXCHANGE TRADED F	1,707,036	$80.83M	6.4%	$47.03	—	CORE PLUS BD ETF	46641Q670
SPDW	SPDR INDEX SHS FDS	1,185,872	$52.66M	4.2%	$36.57	—	PORTFOLIO DEVLPD	78463X889
SPYG	SPDR SERIES TRUST	489,110	$52.19M	4.1%	$71.52	—	STATE STREET SPD	78464A409
AVDE	AMERICAN CENTY ETF TR	632,792	$52.09M	4.1%	$60.66	—	INTL EQT ETF	025072703
SPYV	SPDR SERIES TRUST	884,473	$50.25M	4.0%	$46.31	—	STATE STREET SPD	78464A508
SPIB	SPDR SERIES TRUST	1,387,356	$46.91M	3.7%	$33.75	—	STATE STREET SPD	78464A375
VTI	VANGUARD INDEX FDS	125,672	$42.13M	3.3%	$226.03	—	TOTAL STK MKT	922908769
JMBS	JANUS DETROIT STR TR	879,758	$40.2M	3.2%	$45.62	—	HENDERSON MTG	47103U852
BINC	BLACKROCK ETF TRUST II	588,785	$31.07M	2.5%	$52.60	—	ISHARES FLEXIBLE	092528603
SPEM	SPDR INDEX SHS FDS	591,164	$27.67M	2.2%	$36.69	—	PORTFOLIO EMG MK	78463X509
VCRB	VANGUARD MALVERN FDS	279,275	$21.75M	1.7%	$77.62	—	CORE BD ETF	922020748
AVEM	AMERICAN CENTY ETF TR	261,668	$20.15M	1.6%	$57.22	—	AVANTIS EMGMKT	025072604
IQDG	WISDOMTREE TR	447,451	$18.56M	1.5%	$33.72	—	INTL QULTY DIV	97717X131
JMUB	J P MORGAN EXCHANGE TRADED F	352,699	$17.81M	1.4%	$50.66	—	MUNICIPAL ETF	46641Q647
VTV	VANGUARD INDEX FDS	79,874	$15.26M	1.2%	$142.04	—	VALUE ETF	922908744
JBND	J P MORGAN EXCHANGE TRADED F	281,089	$15.2M	1.2%	$53.28	—	ACTIVE BOND ETF	46654Q716
MSFT	MICROSOFT CORP	30,710	$14.85M	1.2%	$303.10	+65.2%	COM	594918104
AAPL	APPLE INC	50,401	$13.7M	1.1%	$172.04	+56.0%	COM	037833100
QUAL	ISHARES TR	67,462	$13.4M	1.1%	$134.77	—	MSCI USA QLT FCT	46432F339
VCRM	VANGUARD MUN BD FDS	172,709	$13.05M	1.0%	$74.36	—	CORE TAX EXEMPT	922907712
DGRW	WISDOMTREE TR	144,875	$12.96M	1.0%	$66.75	—	US QTLY DIV GRT	97717X669
VEA	VANGUARD TAX-MANAGED FDS	206,333	$12.89M	1.0%	$49.27	—	VAN FTSE DEV MKT	921943858
AVMC	AMERICAN CENTY ETF TR	167,793	$11.85M	0.9%	$61.70	—	AVANTIS US MID C	025072125
NVDA	NVIDIA CORPORATION	62,089	$11.58M	0.9%	$101.18	+84.0%	COM	67066G104
BSV	VANGUARD BD INDEX FDS	138,847	$10.94M	0.9%	$81.22	—	SHORT TRM BOND	921937827
SPY	SPDR S&P 500 ETF TR	15,922	$10.86M	0.9%	$407.53	—	TR UNIT	78462F103
GOOGL	ALPHABET INC	33,665	$10.54M	0.8%	$113.57	+151.5%	CAP STK CL A	02079K305
JPIB	J P MORGAN EXCHANGE TRADED F	215,157	$10.48M	0.8%	$47.42	—	INTL BD OPP ETF	46641Q852
SPMD	SPDR SERIES TRUST	169,858	$9.836M	0.8%	$43.73	—	STATE STREET SPD	78464A847
DFAS	DIMENSIONAL ETF TRUST	136,525	$9.512M	0.8%	$54.77	—	US SMALL CAP ETF	25434V500
VUG	VANGUARD INDEX FDS	19,104	$9.32M	0.7%	$325.00	—	GROWTH ETF	922908736
NUBD	NUSHARES ETF TR	407,545	$9.111M	0.7%	$22.10	—	NUVEEN ESG US	67092P870
ISTB	ISHARES TR	182,600	$8.902M	0.7%	$47.40	—	CORE 1 5 YR USD	46432F859
AMZN	AMAZON COM INC	37,838	$8.734M	0.7%	$123.94	+84.6%	COM	023135106
DFAC	DIMENSIONAL ETF TRUST	212,115	$8.398M	0.7%	$27.33	—	US CORE EQUITY 2	25434V708
AVGO	BROADCOM INC	22,168	$7.672M	0.6%	$148.50	+140.4%	COM	11135F101
SCMB	SCHWAB STRATEGIC TR	294,181	$7.578M	0.6%	$32.40	—	MUN BD ETF	808524649
VSDM	VANGUARD MUN BD FDS	97,602	$7.462M	0.6%	$76.57	—	SHORT TAX EXEMPT	922907696
META	META PLATFORMS INC	10,686	$7.054M	0.6%	$420.37	+58.7%	CL A	30303M102
DFCF	DIMENSIONAL ETF TRUST	157,452	$6.701M	0.5%	$42.20	—	CORE FIXED INCOM	25434V872
VXUS	VANGUARD STAR FDS	85,491	$6.449M	0.5%	$64.70	—	VG TL INTL STK F	921909768
BNDX	VANGUARD CHARLOTTE FDS	130,148	$6.289M	0.5%	$50.07	—	TOTAL INT BD ETF	92203J407
CGDV	CAPITAL GROUP DIVIDEND VALUE	137,154	$5.985M	0.5%	$42.35	—	SHS CREATION UNI	14020W106
DFAX	DIMENSIONAL ETF TRUST	181,030	$5.925M	0.5%	$23.87	—	WORLD EX US CORE	25434V880
GARP	ISHARES TR	86,919	$5.919M	0.5%	$66.11	—	MSCI USA QUALITY	46436E403
VWO	VANGUARD INTL EQUITY INDEX F	109,601	$5.892M	0.5%	$47.85	—	FTSE EMR MKT ETF	922042858
VCIT	VANGUARD SCOTTSDALE FDS	67,957	$5.691M	0.5%	$82.68	—	INT-TERM CORP	92206C870
VEU	VANGUARD INTL EQUITY INDEX F	76,143	$5.601M	0.4%	$57.42	—	ALLWRLD EX US	922042775
WMT	WALMART INC	49,612	$5.527M	0.4%	$55.17	+94.3%	COM	931142103
HYMB	SPDR SERIES TRUST	209,361	$5.221M	0.4%	$30.10	—	STATE STREET SPD	78464A284
SCHF	SCHWAB STRATEGIC TR	212,343	$5.105M	0.4%	$27.47	—	INTL EQTY ETF	808524805
SPYD	SPDR SERIES TRUST	116,294	$5.03M	0.4%	$38.89	—	STATE STREET SPD	78468R788
SPTM	SPDR SERIES TRUST	59,988	$4.949M	0.4%	$49.65	—	STATE STREET SPD	78464A805
MUB	ISHARES TR	43,550	$4.665M	0.4%	$105.53	—	NATIONAL MUN ETF	464288414
VBR	VANGUARD INDEX FDS	21,786	$4.614M	0.4%	$157.28	—	SM CP VAL ETF	922908611
VGIT	VANGUARD SCOTTSDALE FDS	76,611	$4.591M	0.4%	$59.17	—	INTER TERM TREAS	92206C706
MA	MASTERCARD INCORPORATED	7,673	$4.38M	0.3%	$364.82	+53.2%	CL A	57636Q104
JNJ	JOHNSON & JOHNSON	20,831	$4.311M	0.3%	$147.28	+33.8%	COM	478160104
DFAI	DIMENSIONAL ETF TRUST	112,047	$4.27M	0.3%	$29.99	—	INTL CORE EQT MK	25434V203
CVX	CHEVRON CORP NEW	26,949	$4.107M	0.3%	$130.41	+16.1%	COM	166764100
TJX	TJX COS INC NEW	26,709	$4.103M	0.3%	$95.32	+54.9%	COM	872540109
SPSB	SPDR SERIES TRUST	134,667	$4.067M	0.3%	$30.09	—	STATE STREET SPD	78464A474
JPM	JPMORGAN CHASE & CO.	12,434	$4.007M	0.3%	$118.80	+160.5%	COM	46625H100
CRM	SALESFORCE INC	14,329	$3.796M	0.3%	$208.31	+19.1%	COM	79466L302
USMV	ISHARES TR	38,790	$3.652M	0.3%	$74.45	—	MSCI USA MIN VOL	46429B697
PG	PROCTER AND GAMBLE CO	24,345	$3.489M	0.3%	$134.21	+9.7%	COM	742718109
KLAC	KLA CORP	2,819	$3.425M	0.3%	$323.59	+262.2%	COM NEW	482480100
MCK	MCKESSON CORP	4,167	$3.418M	0.3%	$276.84	+194.6%	COM	58155Q103
MCD	MCDONALDS CORP	11,069	$3.383M	0.3%	$241.04	+26.6%	COM	580135101
HD	HOME DEPOT INC	9,809	$3.375M	0.3%	$302.74	+20.4%	COM	437076102
COF	CAPITAL ONE FINL CORP	13,767	$3.337M	0.3%	$98.60	+125.3%	COM	14040H105
DUK	DUKE ENERGY CORP NEW	28,458	$3.336M	0.3%	$90.54	+34.3%	COM NEW	26441C204
CSCO	CISCO SYS INC	43,165	$3.325M	0.3%	$42.84	+72.3%	COM	17275R102
ANET	ARISTA NETWORKS INC	25,372	$3.324M	0.3%	$100.52	+36.9%	COM SHS	040413205
LLY	ELI LILLY & CO	3,093	$3.324M	0.3%	$707.82	+35.0%	COM	532457108
AMT	AMERICAN TOWER CORP NEW	18,823	$3.305M	0.3%	$190.94	-5.6%	COM	03027X100
SPHY	SPDR SERIES TRUST	138,099	$3.269M	0.3%	$23.53	—	STATE STREET SPD	78468R606
BLK	BLACKROCK INC	3,018	$3.23M	0.3%	$990.39	+10.0%	COM	09290D101
ENB	ENBRIDGE INC	67,418	$3.225M	0.3%	$31.94	+47.5%	COM	29250N105
GILD	GILEAD SCIENCES INC	25,792	$3.166M	0.3%	$65.64	+84.2%	COM	375558103
AGG	ISHARES TR	31,304	$3.127M	0.2%	$101.64	—	CORE US AGGBD ET	464287226
VYM	VANGUARD WHITEHALL FDS	21,374	$3.068M	0.2%	$120.59	—	HIGH DIV YLD	921946406
SUSB	ISHARES TR	120,970	$3.053M	0.2%	$24.79	—	ESG AWRE 1 5 YR	46435G243
BBAG	J P MORGAN EXCHANGE TRADED F	65,245	$3.029M	0.2%	$48.41	—	BETABUILDERS US	46641Q241
BX	BLACKSTONE INC	19,494	$3.005M	0.2%	$108.32	+39.8%	COM	09260D107
MRK	MERCK & CO INC	28,306	$2.98M	0.2%	$88.21	+5.7%	COM	58933Y105
IWF	ISHARES TR	6,285	$2.975M	0.2%	$235.43	—	RUS 1000 GRW ETF	464287614
SPAB	SPDR SERIES TRUST	114,909	$2.959M	0.2%	$26.51	—	STATE STREET SPD	78464A649
SUSA	ISHARES TR	21,142	$2.946M	0.2%	$93.62	—	ESG OPTIMIZED	464288802
GOOG	ALPHABET INC	9,264	$2.907M	0.2%	$227.69	+25.8%	CAP STK CL C	02079K107
ESGV	VANGUARD WORLD FD	23,569	$2.851M	0.2%	$88.36	—	ESG US STK ETF	921910733
CAT	CATERPILLAR INC	4,966	$2.845M	0.2%	$200.49	+177.1%	COM	149123101
PEP	PEPSICO INC	19,733	$2.832M	0.2%	$152.76	-4.5%	COM	713448108
MDT	MEDTRONIC PLC	29,426	$2.827M	0.2%	$81.33	+19.4%	SHS	G5960L103
DFAE	DIMENSIONAL ETF TRUST	85,289	$2.778M	0.2%	$26.07	—	EMGR CRE EQT MNG	25434V302
CEF	SPROTT ASSET MANAGEMENT LP	60,561	$2.774M	0.2%	$19.89	—	PHYSICAL GOLD AN	85208R101
IVV	ISHARES TR	4,019	$2.753M	0.2%	$551.47	—	CORE S&P500 ETF	464287200
CRWD	CROWDSTRIKE HLDGS INC	5,847	$2.741M	0.2%	$330.54	+54.1%	CL A	22788C105
VTEB	VANGUARD MUN BD FDS	54,271	$2.729M	0.2%	$51.12	—	TAX EXEMPT BD	922907746
ESGU	ISHARES TR	18,277	$2.723M	0.2%	$119.45	—	ESG AWR MSCI USA	46435G425
COST	COSTCO WHSL CORP NEW	3,142	$2.709M	0.2%	$973.40	-7.0%	COM	22160K105
DFAU	DIMENSIONAL ETF TRUST	56,550	$2.647M	0.2%	$29.94	—	US CORE EQT MKT	25434V104
RTX	RTX CORPORATION	14,159	$2.597M	0.2%	$82.53	+110.0%	COM	75513E101
SPBU	AIM ETF PRODUCTS TRUST	91,764	$2.583M	0.2%	$26.35	—	ALLIANZIM BUF 15	00888H455
VEEV	VEEVA SYS INC	11,513	$2.57M	0.2%	$202.27	+31.2%	CL A COM	922475108
VIG	VANGUARD SPECIALIZED FUNDS	11,606	$2.551M	0.2%	$147.75	—	DIV APP ETF	921908844
WM	WASTE MGMT INC DEL	11,379	$2.5M	0.2%	$155.11	+37.0%	COM	94106L109
SNY	SANOFI SA	51,141	$2.478M	0.2%	$48.22	—	SPONSORED ADR	80105N105
BK	BANK NEW YORK MELLON CORP	21,339	$2.477M	0.2%	$48.47	+128.0%	COM	064058100
VB	VANGUARD INDEX FDS	9,383	$2.42M	0.2%	$203.22	—	SMALL CP ETF	922908751
BND	VANGUARD BD INDEX FDS	32,657	$2.419M	0.2%	$74.55	—	TOTAL BND MRKT	921937835
STIP	ISHARES TR	23,272	$2.383M	0.2%	$102.01	—	0-5 YR TIPS ETF	46429B747
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	28,591	$2.373M	0.2%	$77.55	-3.7%	CL A	192446102
VMBS	VANGUARD SCOTTSDALE FDS	49,019	$2.308M	0.2%	$46.55	—	MTG-BKD SECS ETF	92206C771
IWD	ISHARES TR	10,936	$2.3M	0.2%	$152.79	—	RUS 1000 VAL ETF	464287598
SNPS	SYNOPSYS INC	4,841	$2.274M	0.2%	$518.67	-14.4%	COM	871607107
VTIP	VANGUARD MALVERN FDS	45,847	$2.268M	0.2%	$50.58	—	STRM INFPROIDX	922020805
FDX	FEDEX CORP	7,707	$2.226M	0.2%	$206.90	+26.4%	COM	31428X106
TMUS	T-MOBILE US INC	10,483	$2.128M	0.2%	$155.03	+36.3%	COM	872590104
NULV	NUSHARES ETF TR	46,759	$2.106M	0.2%	$39.20	—	NUVEEN ESG LRGVL	67092P300
LPLA	LPL FINL HLDGS INC	5,818	$2.078M	0.2%	$233.85	+51.2%	COM	50212V100
CSX	CSX CORP	55,118	$1.998M	0.2%	$30.37	+17.6%	COM	126408103
NOW	SERVICENOW INC	13,022	$1.995M	0.2%	$170.16	+0.8%	COM	81762P102
VCSH	VANGUARD SCOTTSDALE FDS	24,865	$1.982M	0.2%	$79.18	—	SHRT TRM CORP BD	92206C409
J	JACOBS SOLUTIONS INC	14,936	$1.978M	0.2%	$116.71	+25.4%	COM	46982L108
SPYM	SPDR SERIES TRUST	23,897	$1.917M	0.2%	$50.66	—	STATE STREET SPD	78464A854
EFAV	ISHARES TR	22,045	$1.901M	0.2%	$72.09	—	MSCI EAFE MIN VL	46429B689
AVUS	AMERICAN CENTY ETF TR	16,919	$1.891M	0.1%	$87.79	—	US EQT ETF	025072885
NULG	NUSHARES ETF TR	19,195	$1.877M	0.1%	$84.32	—	NUVEEN ESG LRGCP	67092P201
IDEV	ISHARES TR	22,407	$1.848M	0.1%	$65.85	—	CORE MSCI INTL	46435G326
ITT	ITT INC	10,526	$1.826M	0.1%	$147.90	+21.1%	COM	45073V108
GLW	CORNING INC	20,844	$1.825M	0.1%	$85.98	0.0%	COM	219350105
VNQ	VANGUARD INDEX FDS	20,375	$1.803M	0.1%	$86.35	—	REAL ESTATE ETF	922908553
NUE	NUCOR CORP	11,010	$1.796M	0.1%	$138.41	+8.2%	COM	670346105
SCHV	SCHWAB STRATEGIC TR	60,538	$1.793M	0.1%	$35.56	—	US LCAP VA ETF	808524409
VYMI	VANGUARD WHITEHALL FDS	19,664	$1.77M	0.1%	$70.90	—	INTL HIGH ETF	921946794
SCHB	SCHWAB STRATEGIC TR	67,196	$1.763M	0.1%	$32.87	—	US BRD MKT ETF	808524102
AOA	ISHARES TR	19,190	$1.719M	0.1%	$67.04	—	CORE 80/20 AGGRE	464289859
ICSH	ISHARES TR	32,371	$1.637M	0.1%	$50.48	—	ULTRA SHORT DUR	46434V878
ESGD	ISHARES TR	17,087	$1.625M	0.1%	$79.83	—	ESG AW MSCI EAFE	46435G516
ZM	ZOOM COMMUNICATIONS INC	18,766	$1.619M	0.1%	$84.17	0.0%	CL A	98980L101
IJH	ISHARES TR	24,457	$1.614M	0.1%	$68.06	—	CORE S&P MCP ETF	464287507
APH	AMPHENOL CORP NEW	11,780	$1.592M	0.1%	$133.54	0.0%	CL A	032095101
VBK	VANGUARD INDEX FDS	5,152	$1.557M	0.1%	$258.50	—	SML CP GRW ETF	922908595
VZ	VERIZON COMMUNICATIONS INC	37,790	$1.539M	0.1%	$40.48	0.0%	COM	92343V104
PPG	PPG INDS INC	14,982	$1.535M	0.1%	$116.37	-14.0%	COM	693506107
BIV	VANGUARD BD INDEX FDS	19,624	$1.528M	0.1%	$76.63	—	INTERMED TERM	921937819
USHY	ISHARES TR	40,793	$1.525M	0.1%	$36.14	—	BROAD USD HIGH	46435U853
VT	VANGUARD INTL EQUITY INDEX F	10,633	$1.5M	0.1%	$96.70	—	TT WRLD ST ETF	922042742
VXF	VANGUARD INDEX FDS	7,110	$1.487M	0.1%	$179.37	—	EXTEND MKT ETF	922908652
BALT	INNOVATOR ETFS TRUST	44,343	$1.486M	0.1%	$32.38	—	DEFINED WLT SHLD	45783Y855
IBDT	ISHARES TR	56,443	$1.437M	0.1%	$25.64	—	IBDS DEC28 ETF	46435U515
SCHX	SCHWAB STRATEGIC TR	52,837	$1.422M	0.1%	$36.35	—	US LRG CAP ETF	808524201
IBDR	ISHARES TR	57,185	$1.386M	0.1%	$24.41	—	IBONDS DEC2026	46435GAA0
DFAR	DIMENSIONAL ETF TRUST	60,402	$1.383M	0.1%	$21.80	—	US REAL ESTATE E	25434V823
MET	METLIFE INC	17,409	$1.374M	0.1%	$78.93	0.0%	COM	59156R108
NUDM	NUSHARES ETF TR	37,906	$1.373M	0.1%	$32.31	—	NUVEEN ESG INTL	67092P805
EFA	ISHARES TR	14,174	$1.361M	0.1%	$77.17	—	MSCI EAFE ETF	464287465
IBDS	ISHARES TR	55,458	$1.347M	0.1%	$24.47	—	IBONDS 27 ETF	46435UAA9
CGCV	CAPITAL GROUP CONSERVATIVE E	43,427	$1.324M	0.1%	$28.14	—	SHS	14020U100
NFLX	NETFLIX INC	13,981	$1.311M	0.1%	$107.81	0.0%	COM	64110L106
CI	THE CIGNA GROUP	4,744	$1.306M	0.1%	$190.89	+46.3%	COM	125523100
SCHG	SCHWAB STRATEGIC TR	39,500	$1.288M	0.1%	$36.40	—	US LCAP GR ETF	808524300
SPOT	SPOTIFY TECHNOLOGY S A	2,218	$1.288M	0.1%	$625.13	0.0%	SHS	L8681T102
VSGX	VANGUARD WORLD FD	17,286	$1.238M	0.1%	$53.54	—	ESG INTL STK ETF	921910725
BAC	BANK AMERICA CORP	21,932	$1.206M	0.1%	$47.62	+10.6%	COM	060505104
TT	TRANE TECHNOLOGIES PLC	3,099	$1.206M	0.1%	$413.59	0.0%	SHS	G8994E103
VOO	VANGUARD INDEX FDS	1,880	$1.179M	0.1%	$494.68	—	S&P 500 ETF SHS	922908363
PYPL	PAYPAL HLDGS INC	20,172	$1.178M	0.1%	$64.84	0.0%	COM	70450Y103
ULST	SSGA ACTIVE ETF TR	28,376	$1.149M	0.1%	$40.43	—	STATE STREET ULT	78467V707
IEMG	ISHARES INC	16,853	$1.133M	0.1%	$57.66	—	CORE MSCI EMKT	46434G103
AVUV	AMERICAN CENTY ETF TR	11,080	$1.13M	0.1%	$95.29	—	US SML CP VALU	025072877
FNDA	SCHWAB STRATEGIC TR	34,786	$1.096M	0.1%	$40.94	—	FUNDAMENTAL US S	808524763
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,163	$1.087M	0.1%	$285.47	+74.3%	CL B NEW	084670702
USFR	WISDOMTREE TR	21,563	$1.085M	0.1%	$50.31	—	FLOATNG RAT TREA	97717Y527
CGGR	CAPITAL GROUP GROWTH ETF	24,329	$1.082M	0.1%	$31.58	—	SHS CREATION UNI	14020G101
PFF	ISHARES TR	34,621	$1.072M	0.1%	$33.40	—	PFD AND INCM SEC	464288687
IXUS	ISHARES TR	12,662	$1.072M	0.1%	$62.59	—	CORE MSCI TOTAL	46432F834
JAAA	JANUS DETROIT STR TR	20,848	$1.054M	0.1%	$50.77	—	HENDRSON AAA CL	47103U845
FBND	FIDELITY MERRIMACK STR TR	22,298	$1.027M	0.1%	$45.23	—	TOTAL BD ETF	316188309
ACN	ACCENTURE PLC IRELAND	3,700	$993K	0.1%	$243.35	+4.4%	SHS CLASS A	G1151C101
SFLR	INNOVATOR ETFS TRUST	26,479	$976K	0.1%	$32.36	—	QUITY MANAGD FLR	45783Y673
TAXX	BONDBLOXX ETF TRUST	19,230	$975K	0.1%	$50.92	—	IR M TAXAWARE	09789C721
DFSI	DIMENSIONAL ETF TRUST	22,690	$972K	0.1%	$41.06	—	INTERNATIONAL	25434V690
IBDU	ISHARES TR	41,131	$963K	0.1%	$23.27	—	IBONDS DEC 29	46436E205
ESML	ISHARES TR	20,670	$950K	0.1%	$36.16	—	ESG AWARE MSCI	46435U663
JPST	J P MORGAN EXCHANGE TRADED F	18,723	$947K	0.1%	$50.76	—	ULTRA SHRT ETF	46641Q837
SUB	ISHARES TR	8,742	$933K	0.1%	$104.82	—	SHRT NAT MUN ETF	464288158
JEPI	J P MORGAN EXCHANGE TRADED F	15,533	$889K	0.1%	$57.24	—	EQUITY PREMIUM	46641Q332
CBTL	CALAMOS ETF TR	42,289	$882K	0.1%	$20.85	—	LADDERED BITCOIN	12811T555
LDRC	ISHARES TR	33,986	$862K	0.1%	$25.37	—	IBONDS 1-5 YR CO	46438G539
GGG	GRACO INC	10,048	$824K	0.1%	$62.71	+30.7%	COM	384109104
IBDV	ISHARES TR	36,790	$812K	0.1%	$21.67	—	IBONDS DEC 2030	46436E726
VV	VANGUARD INDEX FDS	2,573	$810K	0.1%	$268.89	—	LARGE CAP ETF	922908637
ITOT	ISHARES TR	5,402	$803K	0.1%	$111.98	—	CORE S&P TTL STK	464287150
SCHD	SCHWAB STRATEGIC TR	29,183	$800K	0.1%	$39.60	—	US DIVIDEND EQ	808524797
IAGG	ISHARES TR	15,974	$799K	0.1%	$52.65	—	CORE INTL AGGR	46435G672
VDE	VANGUARD WORLD FD	6,193	$780K	0.1%	$119.21	—	ENERGY ETF	92204A306
ORCL	ORACLE CORP	3,973	$774K	0.1%	$94.44	+152.1%	COM	68389X105
SPSM	SPDR SERIES TRUST	16,254	$762K	0.1%	$39.16	—	STATE STREET SPD	78468R853
IVW	ISHARES TR	6,169	$760K	0.1%	$76.70	—	S&P 500 GRWT ETF	464287309
CEG	CONSTELLATION ENERGY CORP	2,129	$752K	0.1%	$140.32	+158.8%	COM	21037T109
GOLD	GOLD COM INC	22,000	$749K	0.1%	$35.91	-20.5%	COM	00181T107
MDY	SPDR S&P MIDCAP 400 ETF TR	1,225	$739K	0.1%	$526.81	—	UTSER1 S&PDCRP	78467Y107
XBB	BONDBLOXX ETF TRUST	17,868	$735K	0.1%	$39.95	—	BB RT USD HI YLD	09789C705
PSK	SPDR SERIES TRUST	22,582	$716K	0.1%	$33.94	—	STATE STREET SPD	78464A292
XEMD	BONDBLOXX ETF TRUST	15,243	$680K	0.1%	$41.33	—	JP MORGAN USD EM	09789C879
VAW	VANGUARD WORLD FD	3,259	$676K	0.1%	$195.59	—	MATERIALS ETF	92204A801
IBDW	ISHARES TR	30,382	$643K	0.1%	$20.43	—	IBONDS DEC 2031	46436E486
IWM	ISHARES TR	2,592	$638K	0.1%	$195.35	—	RUSSELL 2000 ETF	464287655
VLUE	ISHARES TR	4,528	$619K	0.0%	$100.57	—	MSCI USA VALUE	46432F388
CGSD	CAPITAL GRP FIXED INCM ETF T	23,559	$613K	0.0%	$25.59	—	SHORT DURATION	14020Y409
JBBB	JANUS DETROIT STR TR	12,655	$604K	0.0%	$48.99	—	B-BBB CLO ETF	47103U753
VO	VANGUARD INDEX FDS	2,031	$589K	0.0%	$236.31	—	MID CAP ETF	922908629
IAU	ISHARES GOLD TR	7,037	$571K	0.0%	$44.03	—	ISHARES NEW	464285204
ESGE	ISHARES INC	12,905	$570K	0.0%	$35.56	—	ESG AWR MSCI EM	46434G863
XOM	EXXON MOBIL CORP	4,677	$563K	0.0%	$87.35	+32.2%	COM	30231G102
EFV	ISHARES TR	7,844	$560K	0.0%	$52.45	—	EAFE VALUE ETF	464288877
IVE	ISHARES TR	2,611	$554K	0.0%	$167.13	—	S&P 500 VAL ETF	464287408
HDV	ISHARES TR	4,524	$550K	0.0%	$103.29	—	CORE HIGH DV ETF	46429B663
ITA	ISHARES TR	2,472	$531K	0.0%	$210.29	—	US AER DEF ETF	464288760
ABBV	ABBVIE INC	2,213	$506K	0.0%	$122.49	+85.8%	COM	00287Y109
SHLD	GLOBAL X FDS	7,795	$505K	0.0%	$69.19	—	DEFENSE TECH ETF	37960A529
IVOO	VANGUARD ADMIRAL FDS INC	4,400	$492K	0.0%	$118.06	—	MIDCP 400 IDX	921932885
NRG	NRG ENERGY INC	3,038	$484K	0.0%	$35.00	+372.3%	COM NEW	629377508
DUHP	DIMENSIONAL ETF TRUST	12,600	$479K	0.0%	$25.62	—	US HIGH PROFITAB	25434V831
USRT	ISHARES TR	8,358	$476K	0.0%	$50.41	—	CRE U S REIT ETF	464288521
VSS	VANGUARD INTL EQUITY INDEX F	3,313	$475K	0.0%	$119.56	—	FTSE SMCAP ETF	922042718
SLYV	SPDR SERIES TRUST	4,954	$451K	0.0%	$75.81	—	STATE STREET SPD	78464A300
VGT	VANGUARD WORLD FD	598	$450K	0.0%	$626.17	—	INF TECH ETF	92204A702
HGER	HARBOR ETF TRUST	17,921	$445K	0.0%	$22.79	—	HARBOR COMMODITY	41151J505
DIA	SPDR DOW JONES INDL AVERAGE	920	$442K	0.0%	$383.51	—	UT SER 1	78467X109
MGK	VANGUARD WORLD FD	1,062	$439K	0.0%	$302.36	—	MEGA GRWTH IND	921910816
NUEM	NUSHARES ETF TR	11,741	$418K	0.0%	$29.84	—	NUVEEN ESG EMRGN	67092P888
V	VISA INC	1,187	$416K	0.0%	$232.96	+46.1%	COM CL A	92826C839
GLD	SPDR GOLD TR	1,039	$412K	0.0%	$245.38	—	GOLD SHS	78463V107
MGC	VANGUARD WORLD FD	1,631	$410K	0.0%	$159.00	—	MEGA CAP INDEX	921910873
GWW	WW GRAINGER INC	403	$407K	0.0%	$708.54	+36.7%	COM	384802104
REET	ISHARES TR	16,188	$404K	0.0%	$24.70	—	GLOBAL REIT ETF	46434V647
KO	COCA COLA CO	5,774	$404K	0.0%	$58.99	+17.6%	COM	191216100
IGSB	ISHARES TR	7,407	$392K	0.0%	$50.23	—	ISHS 1-5YR INVS	464288646
SRLN	SSGA ACTIVE ETF TR	9,387	$387K	0.0%	$41.53	—	STATE STREET BLA	78467V608
DIHP	DIMENSIONAL ETF TRUST	12,078	$382K	0.0%	$23.36	—	INTL HIGH PROFIT	25434V765
EFG	ISHARES TR	3,352	$382K	0.0%	$93.79	—	EAFE GRWTH ETF	464288885
IEFA	ISHARES TR	4,220	$378K	0.0%	$78.05	—	CORE MSCI EAFE	46432F842
IJR	ISHARES TR	3,117	$375K	0.0%	$103.90	—	CORE S&P SCP ETF	464287804
IVLU	ISHARES TR	9,805	$373K	0.0%	$24.96	—	MSCI INTL VLU FT	46435G409
VOX	VANGUARD WORLD FD	1,921	$372K	0.0%	$173.25	—	COMM SRVC ETF	92204A884
FNDX	SCHWAB STRATEGIC TR	13,265	$361K	0.0%	$39.57	—	FUNDAMENTAL US L	808524771
BSMQ	INVESCO EXCH TRD SLF IDX FD	15,247	$361K	0.0%	$23.53	—	BULSHS 2026 MUNI	46138J510
IBTK	ISHARES TR	17,846	$354K	0.0%	$19.35	—	IBOND DEC 2030	46436E593
SDY	SPDR SERIES TRUST	2,535	$353K	0.0%	$124.99	—	STATE STREET SPD	78464A763
EVRG	EVERGY INC	4,776	$346K	0.0%	$56.77	+32.9%	COM	30034W106
BSMR	INVESCO EXCH TRD SLF IDX FD	14,572	$345K	0.0%	$23.54	—	BULSHS 2027 MUNI	46138J494
HON	HONEYWELL INTL INC	1,745	$340K	0.0%	$178.39	+9.3%	COM	438516106
SYK	STRYKER CORPORATION	933	$328K	0.0%	$292.52	+24.3%	COM	863667101
SCHO	SCHWAB STRATEGIC TR	13,439	$328K	0.0%	$35.20	—	SHT TM US TRES	808524862
AVLV	AMERICAN CENTY ETF TR	4,320	$327K	0.0%	$66.74	—	US LARGE CAP VLU	025072349
DGRO	ISHARES TR	4,709	$327K	0.0%	$69.42	—	CORE DIV GRWTH	46434V621
IBTL	ISHARES TR	15,735	$323K	0.0%	$19.91	—	IBONDS DEC 2031	46436E460
EXC	EXELON CORP	7,395	$322K	0.0%	$33.38	+36.2%	COM	30161N101
AMD	ADVANCED MICRO DEVICES INC	1,498	$321K	0.0%	$114.04	+96.9%	COM	007903107
DFSE	DIMENSIONAL ETF TRUST	7,717	$320K	0.0%	$41.12	—	EMERGING MARKETS	25434V682
ABT	ABBOTT LABS	2,534	$317K	0.0%	$109.34	+16.4%	COM	002824100
BLV	VANGUARD BD INDEX FDS	4,507	$313K	0.0%	$74.73	—	LONG TERM BOND	921937793
BKNG	BOOKING HOLDINGS INC	57	$305K	0.0%	$3810.14	+34.8%	COM	09857L108
VOOV	VANGUARD ADMIRAL FDS INC	1,479	$303K	0.0%	$188.71	—	500 VAL IDX FD	921932703
LARK	LANDMARK BANCORP INC	11,559	$303K	0.0%	$17.96	+45.8%	COM	51504L107
MTUM	ISHARES TR	1,206	$302K	0.0%	$157.88	—	MSCI USA MMENTM	46432F396
IBTJ	ISHARES TR	13,739	$302K	0.0%	$21.94	—	IBONDS 29 TRM TS	46436E825
DFUS	DIMENSIONAL ETF TRUST	4,064	$301K	0.0%	$60.48	—	US EQUITY MARKET	25434V401
EPS	WISDOMTREE TR	4,210	$298K	0.0%	$48.08	—	US LARGECAP FUND	97717W588
TSLA	TESLA INC	659	$296K	0.0%	$244.22	+81.5%	COM	88160R101
DFAT	DIMENSIONAL ETF TRUST	4,965	$296K	0.0%	$51.49	—	US TARGETED VLU	25434V609
IBM	INTERNATIONAL BUSINESS MACHS	997	$295K	0.0%	$260.26	+14.8%	COM	459200101
CGMU	CAPITAL GRP FIXED INCM ETF T	10,738	$294K	0.0%	$27.04	—	MUNICIPAL INCOME	14020Y201
VIGI	VANGUARD WHITEHALL FDS	3,203	$293K	0.0%	$82.03	—	INTL DVD ETF	921946810
NEE	NEXTERA ENERGY INC	3,642	$292K	0.0%	$74.74	+10.4%	COM	65339F101
IWO	ISHARES TR	905	$292K	0.0%	$230.97	—	RUS 2000 GRW ETF	464287648
BSMS	INVESCO EXCH TRD SLF IDX FD	12,198	$287K	0.0%	$23.25	—	BULSHS 2028 MUNI	46138J486
UNH	UNITEDHEALTH GROUP INC	864	$285K	0.0%	$337.21	0.0%	COM	91324P102
JSCP	J P MORGAN EXCHANGE TRADED F	5,919	$281K	0.0%	$47.51	—	SHORT DURA CORE	46641Q274
AOM	ISHARES TR	5,847	$279K	0.0%	$45.00	—	CORE 40/60 MODER	464289875
DFUV	DIMENSIONAL ETF TRUST	5,929	$276K	0.0%	$41.21	—	US MKTWIDE VALUE	25434V724
AOR	ISHARES TR	4,118	$268K	0.0%	$61.57	—	CORE 60/40 BALAN	464289867
ZMAR	INNOVATOR ETFS TRUST	9,686	$266K	0.0%	$25.77	—	EQUITY DEFINED P	45784N742
IWP	ISHARES TR	1,930	$264K	0.0%	$84.55	—	RUS MD CP GR ETF	464287481
BBHY	J P MORGAN EXCHANGE TRADED F	5,676	$264K	0.0%	$46.11	—	BETABUILDERS USD	46641Q878
DFIV	DIMENSIONAL ETF TRUST	5,213	$260K	0.0%	$39.36	—	INTERNATNAL VAL	25434V807
ACWV	ISHARES INC	2,186	$260K	0.0%	$94.96	—	MSCI GBL MIN VOL	464286525
BSMT	INVESCO EXCH TRD SLF IDX FD	10,677	$247K	0.0%	$22.92	—	BULSHS 2029 MUNI	46138J478
QQQ	INVESCO QQQ TR	398	$244K	0.0%	$425.96	—	UNIT SER 1	46090E103
VTES	VANGUARD WELLINGTON FD	2,349	$239K	0.0%	$101.92	—	SHORT TRM TAX EX	921935870
IBTH	ISHARES TR	10,501	$236K	0.0%	$22.47	—	IBONDS 27 TRM TS	46436E841
DE	DEERE & CO	500	$233K	0.0%	$461.52	+1.3%	COM	244199105
ACWI	ISHARES TR	1,617	$229K	0.0%	$128.60	—	MSCI ACWI ETF	464288257
EMR	EMERSON ELEC CO	1,722	$228K	0.0%	$118.92	+11.3%	COM	291011104
OSK	OSHKOSH CORP	1,807	$227K	0.0%	$131.45	-2.7%	COM	688239201
UFEB	INNOVATOR ETFS TRUST	6,168	$227K	0.0%	$34.31	—	US EQT ULTRA BFR	45782C425
BSMV	INVESCO EXCH TRD SLF IDX FD	10,690	$226K	0.0%	$20.84	—	BULLETSHS 31 MUN	46138J411
ZFEB	INNOVATOR ETFS TRUST	8,831	$224K	0.0%	$23.66	—	EQUITY DEF PROTN	45784N775
BSMU	INVESCO EXCH TRD SLF IDX FD	9,979	$220K	0.0%	$21.75	—	INVSC 30 MUNI BD	46138J445
SPGI	S&P GLOBAL INC	413	$216K	0.0%	$494.21	0.0%	COM	78409V104
IWN	ISHARES TR	1,183	$214K	0.0%	$176.81	—	RUS 2000 VAL ETF	464287630
VOE	VANGUARD INDEX FDS	1,205	$214K	0.0%	$174.55	—	MCAP VL IDXVIP	922908512
IBTG	ISHARES TR	9,058	$207K	0.0%	$22.88	—	IBONDS 26 TRM TS	46436E858
TSM	TAIWAN SEMICONDUCTOR MFG LTD	681	$207K	0.0%	$303.89	—	SPONSORED ADS	874039100
DHR	DANAHER CORPORATION	902	$206K	0.0%	$219.54	0.0%	COM	235851102
BSCQ	INVESCO EXCH TRD SLF IDX FD	10,445	$204K	0.0%	$19.31	—	BULSHS 2026 CB	46138J791
LOW	LOWES COS INC	843	$203K	0.0%	$239.83	0.0%	COM	548661107
SCHE	SCHWAB STRATEGIC TR	6,188	$203K	0.0%	$33.37	—	EMRG MKTEQ ETF	808524706
VIOO	VANGUARD ADMIRAL FDS INC	1,817	$202K	0.0%	$110.99	—	SMLLCP 600 IDX	921932828
MSI	MOTOROLA SOLUTIONS INC	524	$201K	0.0%	$354.55	+13.0%	COM NEW	620076307