ADAMSBROWN WEALTH CONSULTANTS LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FTHI	FIRST TR EXCHANGE TRADED FD	20,018	$473	0.1%	$23.62	—	BUYWRIT INCM ETF	33738R308
ITA	ISHARES TR	1,354	$291	0.1%	$214.69	—	US AER DEF ETF	464288760
CPRY	CALAMOS ETF TR	10,235	$276	0.1%	$26.99	—	RUSSELL 2000 STR	12811T126
CPSD	CALAMOS ETF TR	10,500	$273	0.1%	$26.03	—	S&P 500 STRUCTU	12811T795
ZFEB	INNOVATOR ETFS TRUST	10,665	$271	0.1%	$25.38	—	EQUITY DEF PROTN	45784N775
CPSR	CALAMOS ETF TR	10,665	$269	0.1%	$25.20	—	S&P 500 STRUCTUR	12811T761
NLR	VANECK ETF TRUST	1,928	$239	0.1%	$124.21	—	URANIUM AND NUCL	92189F601
GRID	FIRST TR EXCHANGE TRADED FD	1,391	$213	0.1%	$153.06	—	NASDQ CLN EDGE	33737A108
UCON	FIRST TR EXCHNG TRADED FD VI	8,292	$209	0.1%	$25.17	—	SMITH UNCONSTRAI	33740F888
CGXU	CAPITAL GROUP INTL FOCUS EQT	7,021	$207	0.1%	$29.55	—	SHS CREATION UNI	14019W109
QXO	QXO INC	10,623	$205	0.1%	$19.16	0.0%	COM NEW	82846H405
NUAI	NEW ERA ENERGY & DIGITAL INC	20,000	$59	0.0%	$4.06	0.0%	COM	64428N109

Increased Positions (44)

IDMO INVESCO EXCH TRADED FD TR II 8.5%

Value ($000) $30,496 (+15.9%) Shares 548,779 (+12.6%) Est. Cost $53.25 Unrealized —

PPH VANECK ETF TRUST 4.1%

Value ($000) $14,758 (+19.3%) Shares 143,045 (+4.5%) Est. Cost $90.94 Unrealized —

FMDE FIDELITY COVINGTON TRUST 5.7%

Value ($000) $20,361 (+11.6%) Shares 559,672 (+10.9%) Est. Cost $36.17 Unrealized —

RDVI FIRST TR EXCHANGE-TRADED FD 4.7%

Value ($000) $16,946 (+10.1%) Shares 645,816 (+8.5%) Est. Cost $24.21 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 6.7%

Value ($000) $24,147 (+6.6%) Shares 48,040 (+6.6%) Est. Cost $453.85 Unrealized +9.6%

LMBS FIRST TR EXCHANGE-TRADED FD 3.1%

Value ($000) $11,169 (+14.3%) Shares 223,431 (+13.9%) Est. Cost $49.29 Unrealized —

QQQ INVESCO QQQ TR 1.1%

Value ($000) $3,797 (+26.0%) Shares 6,181 (+23.1%) Est. Cost $379.19 Unrealized —

VOO VANGUARD INDEX FDS 0.7%

Value ($000) $2,509 (+35.0%) Shares 4,001 (+31.8%) Est. Cost $506.21 Unrealized —

SLV ISHARES SILVER TR 0.2%

Value ($000) $852 (+261.9%) Shares 13,229 (+138.0%) Est. Cost $55.16 Unrealized —

VRIG INVESCO ACTIVELY MANAGED EXC 0.3%

Value ($000) $1,019 (+81.0%) Shares 40,590 (+81.0%) Est. Cost $25.12 Unrealized —

SPY SPDR S&P 500 ETF TR 0.2%

Value ($000) $847 (+109.7%) Shares 1,242 (+104.6%) Est. Cost $578.35 Unrealized —

CGDV CAPITAL GROUP DIVIDEND VALUE 0.3%

Value ($000) $941 (+38.6%) Shares 21,567 (+33.5%) Est. Cost $42.44 Unrealized —

BUFD FIRST TR EXCHNG TRADED FD VI 0.2%

Value ($000) $549 (+81.4%) Shares 19,436 (+77.6%) Est. Cost $27.90 Unrealized —

BUFZ FIRST TR EXCHNG TRADED FD VI 0.2%

Value ($000) $677 (+42.1%) Shares 25,500 (+38.7%) Est. Cost $25.17 Unrealized —

FPEI FIRST TR EXCH TRADED FD III 2.4%

Value ($000) $8,632 (+2.3%) Shares 445,203 (+2.0%) Est. Cost $18.96 Unrealized —

UTES ETFIS SER TR I 3.2%

Value ($000) $11,570 (+1.6%) Shares 146,550 (+7.4%) Est. Cost $83.13 Unrealized —

HYS PIMCO ETF TR 0.6%

Value ($000) $2,238 (+8.4%) Shares 23,600 (+9.4%) Est. Cost $93.25 Unrealized —

AMZN AMAZON COM INC 0.7%

Value ($000) $2,518 (+7.2%) Shares 10,908 (+2.0%) Est. Cost $139.04 Unrealized +64.5%

MU MICRON TECHNOLOGY INC 0.1%

Value ($000) $397 (+73.4%) Shares 1,392 (+1.7%) Est. Cost $129.49 Unrealized +77.1%

CGMU CAPITAL GRP FIXED INCM ETF T 0.1%

Value ($000) $512 (+47.2%) Shares 18,694 (+46.7%) Est. Cost $27.05 Unrealized —

GLD SPDR GOLD TR 0.2%

Value ($000) $632 (+34.8%) Shares 1,594 (+20.9%) Est. Cost $216.46 Unrealized —

LLY ELI LILLY & CO 0.1%

Value ($000) $466 (+49.3%) Shares 433 (+5.9%) Est. Cost $848.59 Unrealized +12.6%

WFC WELLS FARGO CO NEW 0.1%

Value ($000) $350 (+67.3%) Shares 3,756 (+50.5%) Est. Cost $82.54 Unrealized +5.0%

SCHZ SCHWAB STRATEGIC TR 0.5%

Value ($000) $1,804 (+8.2%) Shares 77,207 (+8.6%) Est. Cost $33.71 Unrealized —

NFLX NETFLIX INC 0.1%

Value ($000) $481 (-21.8%) Shares 5,127 (+899.4%) Est. Cost $103.96 Unrealized +3.7%

VTI VANGUARD INDEX FDS 0.2%

Value ($000) $847 (+16.2%) Shares 2,527 (+13.8%) Est. Cost $256.21 Unrealized —

ORCL ORACLE CORP 0.1%

Value ($000) $398 (-22.4%) Shares 2,044 (+12.0%) Est. Cost $152.52 Unrealized +56.1%

OKE ONEOK INC NEW 0.4%

Value ($000) $1,407 (+7.2%) Shares 19,141 (+6.4%) Est. Cost $59.24 Unrealized +18.9%

BITB BITWISE BITCOIN ETF TR 0.1%

Value ($000) $525 (-14.9%) Shares 11,031 (+11.3%) Est. Cost $54.31 Unrealized —

AVGO BROADCOM INC 0.1%

Value ($000) $332 (+28.0%) Shares 960 (+22.0%) Est. Cost $314.97 Unrealized +13.3%

FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%

Value ($000) $350 (-14.1%) Shares 4,589 (+12.4%) Est. Cost $93.27 Unrealized —

BAC BANK AMERICA CORP 0.2%

Value ($000) $630 (+9.5%) Shares 11,453 (+2.7%) Est. Cost $32.12 Unrealized +64.0%

CVX CHEVRON CORP NEW 0.1%

Value ($000) $329 (+18.3%) Shares 2,158 (+20.6%) Est. Cost $131.96 Unrealized +14.7%

XLF SELECT SECTOR SPDR TR 0.1%

Value ($000) $285 (+14.8%) Shares 5,212 (+12.9%) Est. Cost $53.97 Unrealized —

BUFR FIRST TR EXCHNG TRADED FD VI 0.2%

Value ($000) $621 (+4.6%) Shares 18,116 (+2.0%) Est. Cost $30.20 Unrealized —

SCHB SCHWAB STRATEGIC TR 0.1%

Value ($000) $395 (+7.2%) Shares 15,067 (+5.1%) Est. Cost $30.10 Unrealized —

KO COCA COLA CO 0.1%

Value ($000) $355 (+7.7%) Shares 5,085 (+2.2%) Est. Cost $54.03 Unrealized +28.4%

XLE SELECT SECTOR SPDR TR 0.1%

Value ($000) $208 (-10.3%) Shares 4,657 (+79.2%) Est. Cost $54.24 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value ($000) $242 (+9.5%) Shares 818 (+4.3%) Est. Cost $255.69 Unrealized +16.9%

DVN DEVON ENERGY CORP NEW 0.1%

Value ($000) $248 (+8.4%) Shares 6,765 (+3.8%) Est. Cost $43.44 Unrealized -20.1%

XLK SELECT SECTOR SPDR TR 0.1%

Value ($000) $492 (+3.6%) Shares 3,417 (+102.8%) Est. Cost $154.88 Unrealized —

COST COSTCO WHSL CORP NEW 0.1%

Value ($000) $289 (-3.6%) Shares 335 (+3.7%) Est. Cost $973.04 Unrealized -6.9%

CGGO CAPITAL GROUP GBL GROWTH EQT 0.1%

Value ($000) $425 (+2.6%) Shares 12,251 (+1.1%) Est. Cost $30.01 Unrealized —

ET ENERGY TRANSFER L P 0.1%

Value ($000) $198 (-2.0%) Shares 12,030 (+2.0%) Est. Cost $18.52 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IDMO	INVESCO EXCH TRADED FD TR II	548,779 (+12.6%)	$30,496 (+15.9%)	8.5%	$53.25	—	S&P INTL MOMNT	46138E222
PPH	VANECK ETF TRUST	143,045 (+4.5%)	$14,758 (+19.3%)	4.1%	$90.94	—	PHARMACEUTCL ETF	92189F692
FMDE	FIDELITY COVINGTON TRUST	559,672 (+10.9%)	$20,361 (+11.6%)	5.7%	$36.17	—	ENHANCED MID	31609A503
RDVI	FIRST TR EXCHANGE-TRADED FD	645,816 (+8.5%)	$16,946 (+10.1%)	4.7%	$24.21	—	FT VEST RIS	33738D879
BRK/B	BERKSHIRE HATHAWAY INC DEL	48,040 (+6.6%)	$24,147 (+6.6%)	6.7%	$453.85	+9.6%	CL B NEW	084670702
LMBS	FIRST TR EXCHANGE-TRADED FD	223,431 (+13.9%)	$11,169 (+14.3%)	3.1%	$49.29	—	FST LOW OPPT EFT	33739Q200
QQQ	INVESCO QQQ TR	6,181 (+23.1%)	$3,797 (+26.0%)	1.1%	$379.19	—	UNIT SER 1	46090E103
VOO	VANGUARD INDEX FDS	4,001 (+31.8%)	$2,509 (+35.0%)	0.7%	$506.21	—	S&P 500 ETF SHS	922908363
SLV	ISHARES SILVER TR	13,229 (+138.0%)	$852 (+261.9%)	0.2%	$55.16	—	ISHARES	46428Q109
VRIG	INVESCO ACTIVELY MANAGED EXC	40,590 (+81.0%)	$1,019 (+81.0%)	0.3%	$25.12	—	VAR RATE INVT	46090A879
SPY	SPDR S&P 500 ETF TR	1,242 (+104.6%)	$847 (+109.7%)	0.2%	$578.35	—	TR UNIT	78462F103
CGDV	CAPITAL GROUP DIVIDEND VALUE	21,567 (+33.5%)	$941 (+38.6%)	0.3%	$42.44	—	SHS CREATION UNI	14020W106
BUFD	FIRST TR EXCHNG TRADED FD VI	19,436 (+77.6%)	$549 (+81.4%)	0.2%	$27.90	—	FT VEST LADDERED	33740U703
BUFZ	FIRST TR EXCHNG TRADED FD VI	25,500 (+38.7%)	$677 (+42.1%)	0.2%	$25.17	—	FT VEST LAD	33740U729
FPEI	FIRST TR EXCH TRADED FD III	445,203 (+2.0%)	$8,632 (+2.3%)	2.4%	$18.96	—	INSTL PFD SECS	33739P855
UTES	ETFIS SER TR I	146,550 (+7.4%)	$11,570 (+1.6%)	3.2%	$83.13	—	VIRTUS REAVES UT	26923G806
HYS	PIMCO ETF TR	23,600 (+9.4%)	$2,238 (+8.4%)	0.6%	$93.25	—	0-5 HIGH YIELD	72201R783
AMZN	AMAZON COM INC	10,908 (+2.0%)	$2,518 (+7.2%)	0.7%	$139.04	+64.5%	COM	023135106
MU	MICRON TECHNOLOGY INC	1,392 (+1.7%)	$397 (+73.4%)	0.1%	$129.49	+77.1%	COM	595112103
CGMU	CAPITAL GRP FIXED INCM ETF T	18,694 (+46.7%)	$512 (+47.2%)	0.1%	$27.05	—	MUNICIPAL INCOME	14020Y201
GLD	SPDR GOLD TR	1,594 (+20.9%)	$632 (+34.8%)	0.2%	$216.46	—	GOLD SHS	78463V107
LLY	ELI LILLY & CO	433 (+5.9%)	$466 (+49.3%)	0.1%	$848.59	+12.6%	COM	532457108
WFC	WELLS FARGO CO NEW	3,756 (+50.5%)	$350 (+67.3%)	0.1%	$82.54	+5.0%	COM	949746101
SCHZ	SCHWAB STRATEGIC TR	77,207 (+8.6%)	$1,804 (+8.2%)	0.5%	$33.71	—	US AGGREGATE B	808524839
NFLX	NETFLIX INC	5,127 (+899.4%)	$481 (-21.8%)	0.1%	$103.96	+3.7%	COM	64110L106
VTI	VANGUARD INDEX FDS	2,527 (+13.8%)	$847 (+16.2%)	0.2%	$256.21	—	TOTAL STK MKT	922908769
ORCL	ORACLE CORP	2,044 (+12.0%)	$398 (-22.4%)	0.1%	$152.52	+56.1%	COM	68389X105
OKE	ONEOK INC NEW	19,141 (+6.4%)	$1,407 (+7.2%)	0.4%	$59.24	+18.9%	COM	682680103
BITB	BITWISE BITCOIN ETF TR	11,031 (+11.3%)	$525 (-14.9%)	0.1%	$54.31	—	SHS BEN INT	09174C104
AVGO	BROADCOM INC	960 (+22.0%)	$332 (+28.0%)	0.1%	$314.97	+13.3%	COM	11135F101
FBTC	FIDELITY WISE ORIGIN BITCOIN	4,589 (+12.4%)	$350 (-14.1%)	0.1%	$93.27	—	SHS	315948109
BAC	BANK AMERICA CORP	11,453 (+2.7%)	$630 (+9.5%)	0.2%	$32.12	+64.0%	COM	060505104
CVX	CHEVRON CORP NEW	2,158 (+20.6%)	$329 (+18.3%)	0.1%	$131.96	+14.7%	COM	166764100
XLF	SELECT SECTOR SPDR TR	5,212 (+12.9%)	$285 (+14.8%)	0.1%	$53.97	—	STATE STREET FIN	81369Y605
BUFR	FIRST TR EXCHNG TRADED FD VI	18,116 (+2.0%)	$621 (+4.6%)	0.2%	$30.20	—	FT VEST LADDERED	33740F755
SCHB	SCHWAB STRATEGIC TR	15,067 (+5.1%)	$395 (+7.2%)	0.1%	$30.10	—	US BRD MKT ETF	808524102
KO	COCA COLA CO	5,085 (+2.2%)	$355 (+7.7%)	0.1%	$54.03	+28.4%	COM	191216100
XLE	SELECT SECTOR SPDR TR	4,657 (+79.2%)	$208 (-10.3%)	0.1%	$54.24	—	STATE STREET ENE	81369Y506
IBM	INTERNATIONAL BUSINESS MACHS	818 (+4.3%)	$242 (+9.5%)	0.1%	$255.69	+16.9%	COM	459200101
DVN	DEVON ENERGY CORP NEW	6,765 (+3.8%)	$248 (+8.4%)	0.1%	$43.44	-20.1%	COM	25179M103
XLK	SELECT SECTOR SPDR TR	3,417 (+102.8%)	$492 (+3.6%)	0.1%	$154.88	—	STATE STREET TEC	81369Y803
COST	COSTCO WHSL CORP NEW	335 (+3.7%)	$289 (-3.6%)	0.1%	$973.04	-6.9%	COM	22160K105
CGGO	CAPITAL GROUP GBL GROWTH EQT	12,251 (+1.1%)	$425 (+2.6%)	0.1%	$30.01	—	SHS CREATION UNI	14020X104
ET	ENERGY TRANSFER L P	12,030 (+2.0%)	$198 (-2.0%)	0.1%	$18.52	—	COM UT LTD PTN	29273V100

Exited Positions (2)

DIS DISNEY WALT CO 0.1%

Value ($000) $269 Shares 2,345 Est. Cost $102.56 Unrealized +6.8%

VZ VERIZON COMMUNICATIONS INC 0.1%

Value ($000) $204 Shares 4,632 Est. Cost $40.32 Unrealized +0.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DIS	DISNEY WALT CO	2,345	$269	0.1%	$102.56	+6.8%	—	254687106
VZ	VERIZON COMMUNICATIONS INC	4,632	$204	0.1%	$40.32	+0.4%	—	92343V104

Decreased Positions (32)

CGCP CAPITAL GRP FIXED INCM ETF T 2.7%

Value ($000) $9,703 (-70.7%) Shares 428,572 (-70.6%) Est. Cost $22.37 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 0.7%

Value ($000) $2,617 (-25.0%) Shares 51,725 (-24.8%) Est. Cost $50.61 Unrealized —

SCHD SCHWAB STRATEGIC TR 3.5%

Value ($000) $12,422 (-6.1%) Shares 452,880 (-6.5%) Est. Cost $43.13 Unrealized —

XMHQ INVESCO EXCHANGE TRADED FD T 1.4%

Value ($000) $5,206 (-12.7%) Shares 50,833 (-10.5%) Est. Cost $88.03 Unrealized —

META META PLATFORMS INC 0.3%

Value ($000) $1,121 (-19.7%) Shares 1,698 (-10.7%) Est. Cost $257.27 Unrealized +159.4%

IHDG WISDOMTREE TR 1.3%

Value ($000) $4,702 (-4.9%) Shares 96,638 (-10.0%) Est. Cost $44.66 Unrealized —

GBIL GOLDMAN SACHS ETF TR 0.1%

Value ($000) $337 (-31.0%) Shares 3,372 (-30.8%) Est. Cost $99.92 Unrealized —

XLV SELECT SECTOR SPDR TR 0.4%

Value ($000) $1,475 (+9.7%) Shares 9,527 (-1.3%) Est. Cost $134.57 Unrealized —

KR KROGER CO 0.3%

Value ($000) $1,220 (-9.4%) Shares 19,527 (-2.3%) Est. Cost $52.81 Unrealized +23.5%

HEFA ISHARES TR 1.7%

Value ($000) $6,128 (-1.8%) Shares 148,161 (-6.0%) Est. Cost $30.74 Unrealized —

EVRG EVERGY INC 0.4%

Value ($000) $1,358 (-6.9%) Shares 18,730 (-2.3%) Est. Cost $56.91 Unrealized +32.6%

GOOG ALPHABET INC 0.1%

Value ($000) $528 (+22.2%) Shares 1,683 (-5.1%) Est. Cost $137.66 Unrealized +108.0%

JMST J P MORGAN EXCHANGE TRADED F 0.6%

Value ($000) $2,138 (-4.3%) Shares 41,973 (-4.1%) Est. Cost $50.87 Unrealized —

JPIB J P MORGAN EXCHANGE TRADED F 1.0%

Value ($000) $3,467 (-1.7%) Shares 71,189 (-1.0%) Est. Cost $47.89 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 0.1%

Value ($000) $252 (-15.9%) Shares 1,416 (-13.7%) Est. Cost $162.07 Unrealized +11.7%

NUE NUCOR CORP 0.2%

Value ($000) $546 (-7.3%) Shares 3,348 (-23.0%) Est. Cost $140.51 Unrealized +6.6%

JPME J P MORGAN EXCHANGE TRADED F 0.1%

Value ($000) $384 (-9.3%) Shares 3,538 (-9.5%) Est. Cost $80.65 Unrealized —

FSK FS KKR CAP CORP 0.2%

Value ($000) $726 (-4.3%) Shares 49,018 (-3.5%) Est. Cost $13.10 Unrealized +12.2%

PG PROCTER AND GAMBLE CO 0.1%

Value ($000) $238 (-11.7%) Shares 1,660 (-5.4%) Est. Cost $143.73 Unrealized +2.4%

— FS CREDIT OPPORTUNITIES CORP 0.0%

Value ($000) $78 (-27.5%) Shares 12,456 (-20.4%) Est. Cost $4.49 Unrealized —

LOW LOWES COS INC 0.1%

Value ($000) $531 (-5.2%) Shares 2,202 (-1.2%) Est. Cost $218.20 Unrealized +9.9%

LMT LOCKHEED MARTIN CORP 0.1%

Value ($000) $279 (-9.4%) Shares 577 (-6.5%) Est. Cost $426.93 Unrealized +11.5%

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%

Value ($000) $425 (+6.7%) Shares 1,399 (-2.0%) Est. Cost $191.17 Unrealized —

BA BOEING CO 0.2%

Value ($000) $597 (-2.6%) Shares 2,748 (-3.2%) Est. Cost $198.65 Unrealized +3.5%

IQLT ISHARES TR 0.4%

Value ($000) $1,581 (-0.8%) Shares 34,777 (-3.5%) Est. Cost $36.11 Unrealized —

SPSM SPDR SERIES TRUST 0.2%

Value ($000) $747 (-1.5%) Shares 15,933 (-2.6%) Est. Cost $39.70 Unrealized —

SDY SPDR SERIES TRUST 0.1%

Value ($000) $416 (-2.6%) Shares 2,987 (-2.0%) Est. Cost $124.99 Unrealized —

SMMV ISHARES TR 0.1%

Value ($000) $428 (-2.3%) Shares 9,882 (-2.9%) Est. Cost $38.93 Unrealized —

ONB OLD NATL BANCORP IND 0.1%

Value ($000) $236 (-2.5%) Shares 10,600 (-4.1%) Est. Cost $18.16 Unrealized +18.7%

IVV ISHARES TR 0.1%

Value ($000) $271 (+1.1%) Shares 395 (-1.3%) Est. Cost $624.51 Unrealized —

PEP PEPSICO INC 0.1%

Value ($000) $430 (-0.6%) Shares 2,998 (-2.8%) Est. Cost $145.73 Unrealized +0.1%

VB VANGUARD INDEX FDS 0.1%

Value ($000) $491 (-0.2%) Shares 1,904 (-1.6%) Est. Cost $226.14 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CGCP	CAPITAL GRP FIXED INCM ETF T	428,572 (-70.6%)	$9,703 (-70.7%)	2.7%	$22.37	—	CORE PLUS INCM	14020Y102
JPST	J P MORGAN EXCHANGE TRADED F	51,725 (-24.8%)	$2,617 (-25.0%)	0.7%	$50.61	—	ULTRA SHRT ETF	46641Q837
SCHD	SCHWAB STRATEGIC TR	452,880 (-6.5%)	$12,422 (-6.1%)	3.5%	$43.13	—	US DIVIDEND EQ	808524797
XMHQ	INVESCO EXCHANGE TRADED FD T	50,833 (-10.5%)	$5,206 (-12.7%)	1.4%	$88.03	—	S&P MDCP QUALITY	46137V472
META	META PLATFORMS INC	1,698 (-10.7%)	$1,121 (-19.7%)	0.3%	$257.27	+159.4%	CL A	30303M102
IHDG	WISDOMTREE TR	96,638 (-10.0%)	$4,702 (-4.9%)	1.3%	$44.66	—	ITL HDG QTLY DIV	97717X594
GBIL	GOLDMAN SACHS ETF TR	3,372 (-30.8%)	$337 (-31.0%)	0.1%	$99.92	—	ACCES TREASURY	381430529
XLV	SELECT SECTOR SPDR TR	9,527 (-1.3%)	$1,475 (+9.7%)	0.4%	$134.57	—	STATE STREET HEA	81369Y209
KR	KROGER CO	19,527 (-2.3%)	$1,220 (-9.4%)	0.3%	$52.81	+23.5%	COM	501044101
HEFA	ISHARES TR	148,161 (-6.0%)	$6,128 (-1.8%)	1.7%	$30.74	—	HDG MSCI EAFE	46434V803
EVRG	EVERGY INC	18,730 (-2.3%)	$1,358 (-6.9%)	0.4%	$56.91	+32.6%	COM	30034W106
GOOG	ALPHABET INC	1,683 (-5.1%)	$528 (+22.2%)	0.1%	$137.66	+108.0%	CAP STK CL C	02079K107
JMST	J P MORGAN EXCHANGE TRADED F	41,973 (-4.1%)	$2,138 (-4.3%)	0.6%	$50.87	—	ULTRA SHT MUNCPL	46641Q654
JPIB	J P MORGAN EXCHANGE TRADED F	71,189 (-1.0%)	$3,467 (-1.7%)	1.0%	$47.89	—	INTL BD OPP ETF	46641Q852
PLTR	PALANTIR TECHNOLOGIES INC	1,416 (-13.7%)	$252 (-15.9%)	0.1%	$162.07	+11.7%	CL A	69608A108
NUE	NUCOR CORP	3,348 (-23.0%)	$546 (-7.3%)	0.2%	$140.51	+6.6%	COM	670346105
JPME	J P MORGAN EXCHANGE TRADED F	3,538 (-9.5%)	$384 (-9.3%)	0.1%	$80.65	—	DIVERSFED RTRN	46641Q886
FSK	FS KKR CAP CORP	49,018 (-3.5%)	$726 (-4.3%)	0.2%	$13.10	+12.2%	COM	302635206
PG	PROCTER AND GAMBLE CO	1,660 (-5.4%)	$238 (-11.7%)	0.1%	$143.73	+2.4%	COM	742718109
—	FS CREDIT OPPORTUNITIES CORP	12,456 (-20.4%)	$78 (-27.5%)	0.0%	$4.49	—	COMMON STOCK	30290Y101
LOW	LOWES COS INC	2,202 (-1.2%)	$531 (-5.2%)	0.1%	$218.20	+9.9%	COM	548661107
LMT	LOCKHEED MARTIN CORP	577 (-6.5%)	$279 (-9.4%)	0.1%	$426.93	+11.5%	COM	539830109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,399 (-2.0%)	$425 (+6.7%)	0.1%	$191.17	—	SPONSORED ADS	874039100
BA	BOEING CO	2,748 (-3.2%)	$597 (-2.6%)	0.2%	$198.65	+3.5%	COM	097023105
IQLT	ISHARES TR	34,777 (-3.5%)	$1,581 (-0.8%)	0.4%	$36.11	—	MSCI INTL QUALTY	46434V456
SPSM	SPDR SERIES TRUST	15,933 (-2.6%)	$747 (-1.5%)	0.2%	$39.70	—	STATE STREET SPD	78468R853
SDY	SPDR SERIES TRUST	2,987 (-2.0%)	$416 (-2.6%)	0.1%	$124.99	—	STATE STREET SPD	78464A763
SMMV	ISHARES TR	9,882 (-2.9%)	$428 (-2.3%)	0.1%	$38.93	—	MSCI USA SMCP MN	46435G433
ONB	OLD NATL BANCORP IND	10,600 (-4.1%)	$236 (-2.5%)	0.1%	$18.16	+18.7%	COM	680033107
IVV	ISHARES TR	395 (-1.3%)	$271 (+1.1%)	0.1%	$624.51	—	CORE S&P500 ETF	464287200
PEP	PEPSICO INC	2,998 (-2.8%)	$430 (-0.6%)	0.1%	$145.73	+0.1%	COM	713448108
VB	VANGUARD INDEX FDS	1,904 (-1.6%)	$491 (-0.2%)	0.1%	$226.14	—	SMALL CP ETF	922908751

Unchanged Positions (37)

AAPL APPLE INC 2.0%

Value ($000) $7,138 Shares 26,256 Est. Cost $168.98 Unrealized +58.8%

QQQM INVESCO EXCH TRADED FD TR II 9.2%

Value ($000) $33,110 Shares 130,913 Est. Cost $162.22 Unrealized —

CGGR CAPITAL GROUP GROWTH ETF 12.9%

Value ($000) $46,217 Shares 1,039,294 Est. Cost $24.35 Unrealized —

AMD ADVANCED MICRO DEVICES INC 0.3%

Value ($000) $1,158 Shares 5,407 Est. Cost $111.26 Unrealized +101.9%

MSFT MICROSOFT CORP 0.9%

Value ($000) $3,217 Shares 6,651 Est. Cost $319.05 Unrealized +56.9%

WMT WALMART INC 0.7%

Value ($000) $2,531 Shares 22,714 Est. Cost $57.14 Unrealized +87.6%

XOM EXXON MOBIL CORP 0.7%

Value ($000) $2,573 Shares 21,382 Est. Cost $65.76 Unrealized +75.6%

SCHE SCHWAB STRATEGIC TR 3.9%

Value ($000) $14,036 Shares 428,583 Est. Cost $25.04 Unrealized —

GOOGL ALPHABET INC 0.1%

Value ($000) $535 Shares 1,708 Est. Cost $169.83 Unrealized +68.2%

CAT CATERPILLAR INC 0.2%

Value ($000) $645 Shares 1,127 Est. Cost $335.22 Unrealized +65.7%

MRK MERCK & CO INC 0.1%

Value ($000) $368 Shares 3,498 Est. Cost $71.89 Unrealized +29.7%

JNJ JOHNSON & JOHNSON 0.2%

Value ($000) $635 Shares 3,070 Est. Cost $147.76 Unrealized +33.3%

ELA ENVELA CORP 0.0%

Value ($000) $134 Shares 10,000 Est. Cost $6.19 Unrealized +68.5%

URI UNITED RENTALS INC 0.1%

Value ($000) $250 Shares 309 Est. Cost $665.35 Unrealized +30.3%

VEA VANGUARD TAX-MANAGED FDS 0.3%

Value ($000) $935 Shares 14,968 Est. Cost $44.56 Unrealized —

MISL FIRST TR EXCHANGE-TRADED FD 0.2%

Value ($000) $878 Shares 20,517 Est. Cost $28.56 Unrealized —

MMM 3M CO 0.2%

Value ($000) $797 Shares 4,980 Est. Cost $121.05 Unrealized +34.8%

GEV GE VERNOVA INC 0.1%

Value ($000) $383 Shares 586 Est. Cost $415.97 Unrealized +46.4%

SCHM SCHWAB STRATEGIC TR 0.3%

Value ($000) $1,064 Shares 35,372 Est. Cost $45.24 Unrealized —

AVLV AMERICAN CENTY ETF TR 0.1%

Value ($000) $332 Shares 4,386 Est. Cost $66.00 Unrealized —

VO VANGUARD INDEX FDS 0.2%

Value ($000) $881 Shares 3,035 Est. Cost $255.63 Unrealized —

ECL ECOLAB INC 0.1%

Value ($000) $317 Shares 1,209 Est. Cost $150.99 Unrealized +76.0%

NVDA NVIDIA CORPORATION 1.1%

Value ($000) $3,798 Shares 20,364 Est. Cost $100.80 Unrealized +84.6%

JPM JPMORGAN CHASE & CO. 0.2%

Value ($000) $553 Shares 1,716 Est. Cost $170.14 Unrealized +81.9%

SCHG SCHWAB STRATEGIC TR 0.1%

Value ($000) $356 Shares 10,908 Est. Cost $47.98 Unrealized —

DE DEERE & CO 0.2%

Value ($000) $661 Shares 1,420 Est. Cost $379.16 Unrealized +23.3%

QUAL ISHARES TR 0.1%

Value ($000) $373 Shares 1,878 Est. Cost $146.44 Unrealized —

TSLA TESLA INC 0.3%

Value ($000) $969 Shares 2,155 Est. Cost $277.33 Unrealized +59.8%

V VISA INC 0.1%

Value ($000) $217 Shares 620 Est. Cost $336.55 Unrealized +1.1%

GFEB FIRST TR EXCHNG TRADED FD VI 0.1%

Value ($000) $277 Shares 6,672 Est. Cost $36.77 Unrealized —

VBR VANGUARD INDEX FDS 0.1%

Value ($000) $410 Shares 1,936 Est. Cost $179.12 Unrealized —

DLN WISDOMTREE TR 0.2%

Value ($000) $690 Shares 7,834 Est. Cost $66.05 Unrealized —

SCHK SCHWAB STRATEGIC TR 0.1%

Value ($000) $230 Shares 7,002 Est. Cost $29.82 Unrealized —

ABBV ABBVIE INC 0.1%

Value ($000) $413 Shares 1,809 Est. Cost $145.46 Unrealized +56.4%

IEFA ISHARES TR 0.1%

Value ($000) $235 Shares 2,630 Est. Cost $83.48 Unrealized —

VGT VANGUARD WORLD FD 0.1%

Value ($000) $353 Shares 468 Est. Cost $456.67 Unrealized —

FTXN FIRST TR EXCHANGE TRADED FD 0.1%

Value ($000) $265 Shares 9,489 Est. Cost $28.75 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	26,256	$7,138	2.0%	$168.98	+58.8%	COM	037833100
QQQM	INVESCO EXCH TRADED FD TR II	130,913	$33,110	9.2%	$162.22	—	NASDAQ 100 ETF	46138G649
CGGR	CAPITAL GROUP GROWTH ETF	1,039,294	$46,217	12.9%	$24.35	—	SHS CREATION UNI	14020G101
AMD	ADVANCED MICRO DEVICES INC	5,407	$1,158	0.3%	$111.26	+101.9%	COM	007903107
MSFT	MICROSOFT CORP	6,651	$3,217	0.9%	$319.05	+56.9%	COM	594918104
WMT	WALMART INC	22,714	$2,531	0.7%	$57.14	+87.6%	COM	931142103
XOM	EXXON MOBIL CORP	21,382	$2,573	0.7%	$65.76	+75.6%	COM	30231G102
SCHE	SCHWAB STRATEGIC TR	428,583	$14,036	3.9%	$25.04	—	EMRG MKTEQ ETF	808524706
GOOGL	ALPHABET INC	1,708	$535	0.1%	$169.83	+68.2%	CAP STK CL A	02079K305
CAT	CATERPILLAR INC	1,127	$645	0.2%	$335.22	+65.7%	COM	149123101
MRK	MERCK & CO INC	3,498	$368	0.1%	$71.89	+29.7%	COM	58933Y105
JNJ	JOHNSON & JOHNSON	3,070	$635	0.2%	$147.76	+33.3%	COM	478160104
ELA	ENVELA CORP	10,000	$134	0.0%	$6.19	+68.5%	COM	29402E102
URI	UNITED RENTALS INC	309	$250	0.1%	$665.35	+30.3%	COM	911363109
VEA	VANGUARD TAX-MANAGED FDS	14,968	$935	0.3%	$44.56	—	VAN FTSE DEV MKT	921943858
MISL	FIRST TR EXCHANGE-TRADED FD	20,517	$878	0.2%	$28.56	—	INDXX AEROSPACE	33733E831
MMM	3M CO	4,980	$797	0.2%	$121.05	+34.8%	COM	88579Y101
GEV	GE VERNOVA INC	586	$383	0.1%	$415.97	+46.4%	COM	36828A101
SCHM	SCHWAB STRATEGIC TR	35,372	$1,064	0.3%	$45.24	—	US MID-CAP ETF	808524508
AVLV	AMERICAN CENTY ETF TR	4,386	$332	0.1%	$66.00	—	US LARGE CAP VLU	025072349
VO	VANGUARD INDEX FDS	3,035	$881	0.2%	$255.63	—	MID CAP ETF	922908629
ECL	ECOLAB INC	1,209	$317	0.1%	$150.99	+76.0%	COM	278865100
NVDA	NVIDIA CORPORATION	20,364	$3,798	1.1%	$100.80	+84.6%	COM	67066G104
JPM	JPMORGAN CHASE & CO.	1,716	$553	0.2%	$170.14	+81.9%	COM	46625H100
SCHG	SCHWAB STRATEGIC TR	10,908	$356	0.1%	$47.98	—	US LCAP GR ETF	808524300
DE	DEERE & CO	1,420	$661	0.2%	$379.16	+23.3%	COM	244199105
QUAL	ISHARES TR	1,878	$373	0.1%	$146.44	—	MSCI USA QLT FCT	46432F339
TSLA	TESLA INC	2,155	$969	0.3%	$277.33	+59.8%	COM	88160R101
V	VISA INC	620	$217	0.1%	$336.55	+1.1%	COM CL A	92826C839
GFEB	FIRST TR EXCHNG TRADED FD VI	6,672	$277	0.1%	$36.77	—	FT VEST US EQT	33740U737
VBR	VANGUARD INDEX FDS	1,936	$410	0.1%	$179.12	—	SM CP VAL ETF	922908611
DLN	WISDOMTREE TR	7,834	$690	0.2%	$66.05	—	US LARGECAP DIVD	97717W307
SCHK	SCHWAB STRATEGIC TR	7,002	$230	0.1%	$29.82	—	1000 INDEX ETF	808524722
ABBV	ABBVIE INC	1,809	$413	0.1%	$145.46	+56.4%	COM	00287Y109
IEFA	ISHARES TR	2,630	$235	0.1%	$83.48	—	CORE MSCI EAFE	46432F842
VGT	VANGUARD WORLD FD	468	$353	0.1%	$456.67	—	INF TECH ETF	92204A702
FTXN	FIRST TR EXCHANGE TRADED FD	9,489	$265	0.1%	$28.75	—	NASDQ OIL GAS	33738R845