Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SMMU	PIMCO ETF TR	1,051,132	$53.16M	4.7%	$49.98	—	SHTRM MUN BD ACT	72201R874
DGRO	ISHARES TR	778,328	$52.99M	4.7%	$61.41	—	CORE DIV GRWTH	46434V621
CGCP	CAPITAL GRP FIXED INCM ETF T	1,887,197	$42.88M	3.8%	$22.36	—	CORE PLUS INCM	14020Y102
USFR	WISDOMTREE TR	722,793	$36.33M	3.2%	$50.32	—	FLOATNG RAT TREA	97717Y527
GLD	SPDR GOLD TR	99,478	$35.36M	3.1%	$279.16	—	GOLD SHS	78463V107
USTB	VICTORY PORTFOLIOS II	692,506	$35.31M	3.1%	$50.79	—	SHORT TRM BD ETF	92647N535
AAPL	APPLE INC	138,490	$35.26M	3.1%	$234.42	-3.8%	COM	037833100
PRFZ	INVESCO EXCHANGE TRADED FD T	692,096	$31.44M	2.8%	$41.41	—	RAFI US 1500	46137V597
PYLD	PIMCO ETF TR	1,082,508	$29.05M	2.6%	$26.56	—	MULTISECTOR BD	72201R585
MUNI	PIMCO ETF TR	548,239	$28.66M	2.5%	$51.74	—	INTER MUN BD ACT	72201R866
IEMG	ISHARES INC	415,407	$27.38M	2.4%	$59.79	—	CORE MSCI EMKT	46434G103
XLK	SELECT SECTOR SPDR TR	95,988	$27.06M	2.4%	$253.14	—	TECHNOLOGY	81369Y803
XLC	SELECT SECTOR SPDR TR	222,213	$26.3M	2.3%	$108.51	—	COMMUNICATION	81369Y852
XLY	SELECT SECTOR SPDR TR	108,651	$26.04M	2.3%	$239.64	—	SBI CONS DISCR	81369Y407
DON	WISDOMTREE TR	364,092	$19.04M	1.7%	$50.88	—	US MIDCAP DIVID	97717W505
MSFT	MICROSOFT CORP	31,569	$16.35M	1.4%	$428.22	+18.8%	COM	594918104
LIT	GLOBAL X FDS	287,311	$16.33M	1.4%	$56.85	—	LITHIUM BTRY ETF	37954Y855
IWP	ISHARES TR	110,064	$15.67M	1.4%	$129.03	—	RUS MD CP GR ETF	464287481
SGOL	ETFS GOLD TR	420,735	$15.49M	1.4%	$25.88	—	PHYSCL GOLD SHS	00326A104
AIQ	GLOBAL X FDS	312,589	$15.44M	1.4%	$49.39	—	ARTIFICIAL ETF	37954Y632
VTEB	VANGUARD MUN BD FDS	307,942	$15.42M	1.4%	$50.12	—	TAX EXEMPT BD	922907746
IWF	ISHARES TR	31,982	$14.98M	1.3%	$401.58	—	RUS 1000 GRW ETF	464287614
CGGR	CAPITAL GROUP GROWTH ETF	335,601	$14.74M	1.3%	$41.82	—	SHS CREATION UNI	14020G101
PRF	INVESCO EXCHANGE TRADED FD T	319,653	$14.45M	1.3%	$40.34	—	RAFI US 1000 ETF	46137V613
LRGF	ISHARES TR	192,286	$13.28M	1.2%	$59.73	—	U S EQUITY FACTR	46434V282
DGRS	WISDOMTREE TR	252,698	$12.63M	1.1%	$49.97	—	US S CAP QTY DIV	97717X651
IAU	ISHARES GOLD TR	169,736	$12.35M	1.1%	$49.51	—	ISHARES NEW	464285204
PULS	PGIM ETF TR	234,189	$11.67M	1.0%	$49.60	—	PGIM ULTRA SH BD	69344A107
JPLD	J P MORGAN EXCHANGE TRADED F	220,070	$11.55M	1.0%	$51.67	—	JPMORGAM LTD DUR	46654Q773
TFLO	ISHARES TR	195,402	$9.885M	0.9%	$50.48	—	TRS FLT RT BD	46434V860
CGIE	CAPITAL GROUP INTERNATIONAL	291,958	$9.845M	0.9%	$32.95	—	SHS	14021M107
GOOGL	ALPHABET INC	39,396	$9.577M	0.8%	$174.71	+19.7%	CAP STK CL A	02079K305
CGMU	CAPITAL GRP FIXED INCM ETF T	322,736	$8.807M	0.8%	$26.69	—	MUNICIPAL INCOME	14020Y201
JPM	JPMORGAN CHASE & CO.	26,999	$8.516M	0.8%	$247.36	+19.6%	COM	46625H100
SCHO	SCHWAB STRATEGIC TR	327,085	$7.981M	0.7%	$24.40	—	SHT TM US TRES	808524862
SPYG	SPDR SERIES TRUST	73,814	$7.714M	0.7%	$88.11	—	PRTFLO S&P500 GW	78464A409
BWXT	BWX TECHNOLOGIES INC	41,668	$7.682M	0.7%	$108.08	+48.5%	COM	05605H100
JAAA	JANUS DETROIT STR TR	145,083	$7.367M	0.6%	$50.72	—	HENDRSON AAA CL	47103U845
JEPI	J P MORGAN EXCHANGE TRADED F	123,297	$7.04M	0.6%	$57.51	—	EQUITY PREMIUM	46641Q332
PWV	INVESCO EXCHANGE TRADED FD T	107,298	$6.997M	0.6%	$56.88	—	LARGE CAP VALUE	46137V738
JNJ	JOHNSON & JOHNSON	37,669	$6.985M	0.6%	$149.91	+13.1%	COM	478160104
NLR	VANECK ETF TRUST	50,721	$6.88M	0.6%	$112.33	—	URANIUM AND NUCL	92189F601
WMT	WALMART INC	66,710	$6.875M	0.6%	$85.80	+15.7%	COM	931142103
GLW	CORNING INC	78,741	$6.459M	0.6%	$46.42	+40.0%	COM	219350105
META	META PLATFORMS INC	8,712	$6.398M	0.6%	$591.66	+25.6%	CL A	30303M102
AFL	AFLAC INC	54,960	$6.139M	0.5%	$106.39	-2.1%	COM	001055102
PG	PROCTER AND GAMBLE CO	38,798	$5.961M	0.5%	$165.41	-6.4%	COM	742718109
CMI	CUMMINS INC	13,845	$5.848M	0.5%	$342.48	+11.2%	COM	231021106
LIN	LINDE PLC	11,944	$5.673M	0.5%	$448.62	+4.9%	SHS	G54950103
GD	GENERAL DYNAMICS CORP	16,415	$5.597M	0.5%	$280.75	+11.8%	COM	369550108
ADI	ANALOG DEVICES INC	22,743	$5.588M	0.5%	$216.68	+10.3%	COM	032654105
LHX	L3HARRIS TECHNOLOGIES INC	18,286	$5.585M	0.5%	$232.57	+16.7%	COM	502431109
LOW	LOWES COS INC	21,811	$5.481M	0.5%	$259.27	-5.8%	COM	548661107
CGGO	CAPITAL GROUP GBL GROWTH EQT	160,235	$5.475M	0.5%	$31.41	—	SHS CREATION UNI	14020X104
MCD	MCDONALDS CORP	17,585	$5.344M	0.5%	$290.55	+3.7%	COM	580135101
BLK	BLACKROCK INC	4,547	$5.301M	0.5%	$990.22	+12.0%	COM	09290D101
NEE	NEXTERA ENERGY INC	70,195	$5.299M	0.5%	$73.94	-2.3%	COM	65339F101
BRO	BROWN & BROWN INC	56,323	$5.283M	0.5%	$105.92	-8.3%	COM	115236101
MA	MASTERCARD INCORPORATED	8,905	$5.065M	0.4%	$515.04	+11.3%	CL A	57636Q104
PAYX	PAYCHEX INC	39,901	$5.058M	0.4%	$137.49	-0.2%	COM	704326107
EMR	EMERSON ELEC CO	37,969	$4.981M	0.4%	$119.02	+13.8%	COM	291011104
VIG	VANGUARD SPECIALIZED FUNDS	22,163	$4.783M	0.4%	$196.10	—	DIV APP ETF	921908844
VTI	VANGUARD INDEX FDS	14,431	$4.736M	0.4%	$291.48	—	TOTAL STK MKT	922908769
SYK	STRYKER CORPORATION	12,777	$4.723M	0.4%	$366.47	+4.9%	COM	863667101
CSCO	CISCO SYS INC	68,782	$4.706M	0.4%	$55.44	+21.5%	COM	17275R102
NVDA	NVIDIA CORPORATION	24,402	$4.553M	0.4%	$131.21	+32.8%	COM	67066G104
CB	CHUBB LIMITED	15,790	$4.457M	0.4%	$281.26	-2.2%	COM	H1467J104
ABT	ABBOTT LABS	33,182	$4.444M	0.4%	$113.33	+15.2%	COM	002824100
VRT	VERTIV HOLDINGS CO	28,667	$4.325M	0.4%	$117.61	+13.3%	COM CL A	92537N108
CBSH	COMMERCE BANCSHARES INC	72,324	$4.322M	0.4%	$59.05	-1.3%	COM	200525103
RSPG	INVESCO EXCHANGE TRADED FD T	54,109	$4.308M	0.4%	$76.27	—	S&P500 EQL ENR	46137V365
BRK/B	BERKSHIRE HATHAWAY INC DEL	8,530	$4.288M	0.4%	$486.15	-0.4%	CL B NEW	084670702
SPY	SPDR S&P 500 ETF TR	6,343	$4.225M	0.4%	$582.27	—	TR UNIT	78462F103
QCOM	QUALCOMM INC	25,391	$4.224M	0.4%	$158.87	-1.1%	COM	747525103
JMST	J P MORGAN EXCHANGE TRADED F	82,390	$4.205M	0.4%	$50.79	—	ULTRA SHT MUNCPL	46641Q654
RF	REGIONS FINANCIAL CORP NEW	158,803	$4.188M	0.4%	$23.38	+9.2%	COM	7591EP100
MPC	MARATHON PETE CORP	21,539	$4.151M	0.4%	$148.79	+17.3%	COM	56585A102
KO	COCA COLA CO	61,550	$4.082M	0.4%	$63.33	+7.3%	COM	191216100
MDT	MEDTRONIC PLC	41,786	$3.98M	0.4%	$84.72	+7.7%	SHS	G5960L103
AMGN	AMGEN INC	13,834	$3.904M	0.3%	$285.87	+0.3%	COM	031162100
APD	AIR PRODS & CHEMS INC	14,130	$3.853M	0.3%	$301.97	-5.5%	COM	009158106
SHY	ISHARES TR	45,009	$3.734M	0.3%	$82.37	—	1 3 YR TREAS BD	464287457
BDX	BECTON DICKINSON & CO	19,283	$3.609M	0.3%	$218.31	-15.7%	COM	075887109
ORCL	ORACLE CORP	12,323	$3.466M	0.3%	$241.25	+5.4%	COM	68389X105
SO	SOUTHERN CO	34,307	$3.251M	0.3%	$84.39	+9.3%	COM	842587107
CGDV	CAPITAL GROUP DIVIDEND VALUE	77,193	$3.244M	0.3%	$37.60	—	SHS CREATION UNI	14020W106
RTX	RTX CORPORATION	19,126	$3.2M	0.3%	$118.42	+30.3%	COM	75513E101
O	REALTY INCOME CORP	49,304	$2.997M	0.3%	$54.11	+5.2%	COM	756109104
BSCQ	INVESCO EXCH TRD SLF IDX FD	151,792	$2.969M	0.3%	$19.43	—	BULSHS 2026 CB	46138J791
FDS	FACTSET RESH SYS INC	10,123	$2.9M	0.3%	$463.69	-18.1%	COM	303075105
QQQ	INVESCO QQQ TR	4,381	$2.63M	0.2%	$512.25	—	UNIT SER 1	46090E103
GOOG	ALPHABET INC	10,741	$2.616M	0.2%	$175.67	+19.5%	CAP STK CL C	02079K107
DGRW	WISDOMTREE TR	29,182	$2.596M	0.2%	$80.91	—	US QTLY DIV GRT	97717X669
AMT	AMERICAN TOWER CORP NEW	12,498	$2.404M	0.2%	$196.50	+4.1%	COM	03027X100
FCF	FIRST COMWLTH FINL CORP PA	136,891	$2.334M	0.2%	$16.91	-1.0%	COM	319829107
AMZN	AMAZON COM INC	10,587	$2.325M	0.2%	$208.08	+8.8%	COM	023135106
WEC	WEC ENERGY GROUP INC	19,879	$2.278M	0.2%	$93.55	+14.5%	COM	92939U106
VOO	VANGUARD INDEX FDS	3,657	$2.239M	0.2%	$539.60	—	S&P 500 ETF SHS	922908363
CSL	CARLISLE COS INC	5,518	$1.815M	0.2%	$429.23	-11.9%	COM	142339100
ES	EVERSOURCE ENERGY	25,196	$1.792M	0.2%	$58.65	+9.5%	COM	30040W108
VT	VANGUARD INTL EQUITY INDEX F	12,497	$1.722M	0.2%	$117.48	—	TT WRLD ST ETF	922042742
DBMF	LITMAN GREGORY FDS TR	59,587	$1.627M	0.1%	$26.49	—	IMGP DBI MANAGED	53700T827
SPYM	SPDR SERIES TRUST	20,652	$1.618M	0.1%	$71.11	—	PORTFOLIO S&P500	78464A854
IJR	ISHARES TR	13,478	$1.602M	0.1%	$114.84	—	CORE S&P SCP ETF	464287804
PBBK	PB BANKSHARES INC	81,839	$1.57M	0.1%	$14.91	+26.6%	COM	69318V103
IBTG	ISHARES TR	66,425	$1.524M	0.1%	$22.81	—	IBONDS 26 TRM TS	46436E858
IJH	ISHARES TR	23,350	$1.524M	0.1%	$62.01	—	CORE S&P MCP ETF	464287507
XOM	EXXON MOBIL CORP	13,473	$1.519M	0.1%	$111.98	-2.0%	COM	30231G102
BSV	VANGUARD BD INDEX FDS	18,476	$1.458M	0.1%	$77.48	—	SHORT TRM BOND	921937827
IEFA	ISHARES TR	16,689	$1.457M	0.1%	$72.13	—	CORE MSCI EAFE	46432F842
TSLA	TESLA INC	3,151	$1.401M	0.1%	$318.67	+8.8%	COM	88160R101
VHT	VANGUARD WORLD FD	5,170	$1.342M	0.1%	$253.69	—	HEALTH CAR ETF	92204A504
PLTR	PALANTIR TECHNOLOGIES INC	7,349	$1.341M	0.1%	$72.35	+124.0%	CL A	69608A108
SCHM	SCHWAB STRATEGIC TR	38,117	$1.13M	0.1%	$27.72	—	US MID-CAP ETF	808524508
VYM	VANGUARD WHITEHALL FDS	7,771	$1.095M	0.1%	$129.71	—	HIGH DIV YLD	921946406
—	ISHARES TR	43,455	$1.015M	0.1%	$23.32	—	IBONDS 25 TRM TS	46436E866
FNB	F N B CORP	58,511	$943K	0.1%	$14.80	+6.2%	COM	302520101
JEPQ	J P MORGAN EXCHANGE TRADED F	16,142	$928K	0.1%	$56.15	—	NASDAQ EQT PREM	46654Q203
STBA	S & T BANCORP INC	24,656	$927K	0.1%	$40.83	-5.9%	COM	783859101
IBM	INTERNATIONAL BUSINESS MACHS	3,253	$918K	0.1%	$219.87	+18.0%	COM	459200101
CAT	CATERPILLAR INC	1,864	$889K	0.1%	$386.78	+10.0%	COM	149123101
AOA	ISHARES TR	9,901	$873K	0.1%	$76.83	—	CORE 80/20 AGGRE	464289859
CVX	CHEVRON CORP NEW	5,558	$863K	0.1%	$145.62	+4.6%	COM	166764100
FMAY	FIRST TR EXCHNG TRADED FD VI	15,649	$818K	0.1%	$52.25	—	FT VEST US EQT	33740F748
PNC	PNC FINL SVCS GROUP INC	4,014	$807K	0.1%	$189.31	+3.4%	COM	693475105
IEI	ISHARES TR	6,630	$792K	0.1%	$115.55	—	3 7 YR TREAS BD	464288661
CGNG	CAPITAL GROUP NEW GEOGRAPHY	25,556	$790K	0.1%	$30.90	—	SHS	14021N105
HD	HOME DEPOT INC	1,946	$789K	0.1%	$396.53	-1.9%	COM	437076102
NFLX	NETFLIX INC	655	$785K	0.1%	$82.31	+48.3%	COM	64110L106
VEU	VANGUARD INTL EQUITY INDEX F	10,897	$778K	0.1%	$57.41	—	ALLWRLD EX US	922042775
HSY	HERSHEY CO	4,155	$777K	0.1%	$172.16	+4.4%	COM	427866108
LLY	ELI LILLY & CO	998	$761K	0.1%	$819.56	-9.4%	COM	532457108
AOR	ISHARES TR	11,530	$742K	0.1%	$57.38	—	CORE 60/40 BALAN	464289867
ACN	ACCENTURE PLC IRELAND	2,972	$733K	0.1%	$343.79	-24.2%	SHS CLASS A	G1151C101
V	VISA INC	2,069	$706K	0.1%	$300.38	+14.9%	COM CL A	92826C839
RDVY	FIRST TR EXCHANGE TRADED FD	10,159	$683K	0.1%	$59.34	—	RISNG DIVD ACHIV	33738R506
PPL	PPL CORP	18,242	$678K	0.1%	$31.71	+11.7%	COM	69351T106
VCLT	VANGUARD SCOTTSDALE FDS	8,349	$648K	0.1%	$74.99	—	LG-TERM COR BD	92206C813
MRK	MERCK & CO INC	7,598	$638K	0.1%	$97.60	-17.0%	COM	58933Y105
HTAB	HARTFORD FDS EXCHANGE TRADED	32,737	$626K	0.1%	$19.36	—	SCHRDRS TAX BD	41653L404
XLI	SELECT SECTOR SPDR TR	4,015	$619K	0.1%	$147.15	—	INDL	81369Y704
WELL	WELLTOWER INC	3,474	$619K	0.1%	$128.69	+27.0%	COM	95040Q104
IWB	ISHARES TR	1,647	$602K	0.1%	$322.16	—	RUS 1000 ETF	464287622
ITOT	ISHARES TR	4,122	$600K	0.1%	$128.62	—	CORE S&P TTL STK	464287150
DIA	SPDR DOW JONES INDL AVERAGE	1,275	$591K	0.1%	$426.16	—	UT SER 1	78467X109
DOL	WISDOMTREE TR	9,325	$581K	0.1%	$49.44	—	INTL LRGCAP DV	97717W794
DLN	WISDOMTREE TR	6,608	$575K	0.1%	$77.79	—	US LARGECAP DIVD	97717W307
SPEM	SPDR INDEX SHS FDS	12,262	$574K	0.1%	$38.66	—	PORTFOLIO EMG MK	78463X509
VGT	VANGUARD WORLD FD	757	$565K	0.0%	$634.26	—	INF TECH ETF	92204A702
PEP	PEPSICO INC	4,006	$563K	0.0%	$156.18	-10.1%	COM	713448108
NEAR	ISHARES U S ETF TR	10,892	$559K	0.0%	$50.78	—	SHORT DURATION B	46431W507
MDYV	SPDR SERIES TRUST	6,683	$557K	0.0%	$80.20	—	S&P 400 MDCP VAL	78464A839
VO	VANGUARD INDEX FDS	1,831	$538K	0.0%	$264.13	—	MID CAP ETF	922908629
GE	GE AEROSPACE	1,776	$534K	0.0%	$194.07	+40.5%	COM NEW	369604301
FAUG	FIRST TR EXCHNG TRADED FD VI	10,155	$527K	0.0%	$51.91	—	FT VEST US EQT	33740F862
MDYG	SPDR SERIES TRUST	5,694	$521K	0.0%	$86.89	—	S&P 400 MDCP GRW	78464A821
CEG	CONSTELLATION ENERGY CORP	1,537	$506K	0.0%	$250.46	+28.6%	COM	21037T109
FJUL	FIRST TR EXCHNG TRADED FD VI	9,170	$502K	0.0%	$54.73	—	FT VEST US EQT	33740U208
NBTB	NBT BANCORP INC	11,529	$481K	0.0%	$47.59	-9.9%	COM	628778102
GMAY	FIRST TR EXCHNG TRADED FD VI	11,548	$467K	0.0%	$36.89	—	FT VEST U.S EQT	33740F441
IBTH	ISHARES TR	20,664	$465K	0.0%	$22.22	—	IBONDS 27 TRM TS	46436E841
VCSH	VANGUARD SCOTTSDALE FDS	5,773	$461K	0.0%	$78.01	—	SHRT TRM CORP BD	92206C409
LRCX	LAM RESEARCH CORP	3,405	$456K	0.0%	$81.71	+29.1%	COM NEW	512807306
NMAR	INNOVATOR ETFS TRUST	15,783	$454K	0.0%	$25.31	—	GROWTH 100 PWR B	45784N767
TFC	TRUIST FINL CORP	9,831	$449K	0.0%	$42.32	+4.8%	COM	89832Q109
ACWI	ISHARES TR	3,239	$448K	0.0%	$119.99	—	MSCI ACWI ETF	464288257
AVGO	BROADCOM INC	1,353	$446K	0.0%	$203.18	+50.5%	COM	11135F101
YLDE	LEGG MASON ETF INVT	8,173	$446K	0.0%	$50.78	—	FRANKLIN CLEARBR	524682309
PM	PHILIP MORRIS INTL INC	2,703	$438K	0.0%	$124.41	+32.8%	COM	718172109
GVI	ISHARES TR	4,048	$435K	0.0%	$105.60	—	INTRM GOV CR ETF	464288612
BND	VANGUARD BD INDEX FDS	5,754	$428K	0.0%	$73.37	—	TOTAL BND MRKT	921937835
VEA	VANGUARD TAX-MANAGED FDS	7,127	$427K	0.0%	$48.36	—	VAN FTSE DEV MKT	921943858
TLT	ISHARES TR	4,631	$414K	0.0%	$87.42	—	20 YR TR BD ETF	464287432
IVW	ISHARES TR	3,427	$414K	0.0%	$101.54	—	S&P 500 GRWT ETF	464287309
SDY	SPDR SERIES TRUST	2,915	$408K	0.0%	$132.10	—	S&P DIVID ETF	78464A763
TT	TRANE TECHNOLOGIES PLC	966	$408K	0.0%	$377.20	+13.1%	SHS	G8994E103
UPS	UNITED PARCEL SERVICE INC	4,865	$406K	0.0%	$122.34	-28.0%	CL B	911312106
HON	HONEYWELL INTL INC	1,909	$402K	0.0%	$203.63	+1.7%	COM	438516106
PAVE	GLOBAL X FDS	8,268	$394K	0.0%	$40.66	—	US INFR DEV ETF	37954Y673
BMY	BRISTOL-MYERS SQUIBB CO	8,551	$386K	0.0%	$52.58	-13.4%	COM	110122108
BLV	VANGUARD BD INDEX FDS	5,434	$385K	0.0%	$68.57	—	LONG TERM BOND	921937793
CORP	PIMCO ETF TR	3,841	$379K	0.0%	$95.44	—	INV GRD CRP BD	72201R817
—	BLACKROCK ENHANCED LARGE CAP	16,435	$378K	0.0%	$20.10	—	COM	09256A109
COST	COSTCO WHSL CORP NEW	406	$376K	0.0%	$956.70	0.0%	COM	22160K105
MGK	VANGUARD WORLD FD	923	$371K	0.0%	$343.41	—	MEGA GRWTH IND	921910816
ABBV	ABBVIE INC	1,603	$371K	0.0%	$177.60	+13.7%	COM	00287Y109
PECO	PHILLIPS EDISON & CO INC	10,731	$368K	0.0%	$37.46	—	COMMON STOCK	71844V201
AXP	AMERICAN EXPRESS CO	1,101	$366K	0.0%	$284.67	+11.2%	COM	025816109
AMRX	AMNEAL PHARMACEUTICALS INC	36,054	$361K	0.0%	$8.39	+7.0%	COM STK CL A	03168L105
VB	VANGUARD INDEX FDS	1,401	$356K	0.0%	$240.30	—	SMALL CP ETF	922908751
IVV	ISHARES TR	524	$351K	0.0%	$583.54	—	CORE S&P500 ETF	464287200
IBIT	ISHARES BITCOIN TRUST ETF	5,196	$338K	0.0%	$52.92	—	SHS BEN INT	46438F101
CGSD	CAPITAL GRP FIXED INCM ETF T	12,951	$336K	0.0%	$25.76	—	SHORT DURATION	14020Y409
SCHX	SCHWAB STRATEGIC TR	12,739	$336K	0.0%	$23.73	—	US LRG CAP ETF	808524201
QQQM	INVESCO EXCH TRADED FD TR II	1,297	$321K	0.0%	$210.45	—	NASDAQ 100 ETF	46138G649
T	AT&T INC	10,789	$305K	0.0%	$21.51	+30.5%	COM	00206R102
—	INVESCO EXCH TRD SLF IDX FD	14,469	$299K	0.0%	$20.66	—	BULSHS 2025 CB	46138J825
FEOE	RBB FUND TRUST	6,400	$295K	0.0%	$46.12	—	FIRST EAGLE OVER	75526L878
BA	BOEING CO	1,358	$293K	0.0%	$159.56	+41.3%	COM	097023105
CASY	CASEYS GEN STORES INC	514	$291K	0.0%	$400.59	+30.3%	COM	147528103
VZ	VERIZON COMMUNICATIONS INC	6,535	$287K	0.0%	$39.43	+7.8%	COM	92343V104
BAC	BANK AMERICA CORP	5,363	$277K	0.0%	$43.05	+12.3%	COM	060505104
VNQ	VANGUARD INDEX FDS	3,008	$275K	0.0%	$89.08	—	REAL ESTATE ETF	922908553
MGV	VANGUARD WORLD FD	1,978	$272K	0.0%	$124.91	—	MEGA CAP VAL ETF	921910840
IWM	ISHARES TR	1,105	$267K	0.0%	$220.82	—	RUSSELL 2000 ETF	464287655
DFUV	DIMENSIONAL ETF TRUST	5,954	$266K	0.0%	$40.92	—	US MKTWIDE VALUE	25434V724
FBCG	FIDELITY COVINGTON TRUST	4,874	$262K	0.0%	$53.66	—	BLUE CHIP GRWTH	316092352
—	ISHARES TR	10,379	$261K	0.0%	$25.05	—	IBONDS DEC25 ETF	46434VBD1
MMM	3M CO	1,649	$256K	0.0%	$128.98	+18.7%	COM	88579Y101
VUG	VANGUARD INDEX FDS	532	$255K	0.0%	$405.70	—	GROWTH ETF	922908736
NULG	NUSHARES ETF TR	2,533	$252K	0.0%	$85.26	—	NUVEEN ESG LRGCP	67092P201
IFEB	INNOVATOR ETFS TRUST	8,532	$251K	0.0%	$26.79	—	INTL DEVELOPED P	45783Y350
GLDM	WORLD GOLD TR	3,231	$247K	0.0%	$76.45	—	SPDR GLD MINIS	98149E303
ESGD	ISHARES TR	2,626	$244K	0.0%	$76.14	—	ESG AW MSCI EAFE	46435G516
LGLV	SPDR SERIES TRUST	1,336	$238K	0.0%	$174.62	—	SSGA US LRG ETF	78468R804
SHV	ISHARES TR	2,134	$236K	0.0%	$110.49	—	SHORT TREAS BD	464288679
GEV	GE VERNOVA INC	381	$234K	0.0%	$324.42	+86.6%	COM	36828A101
NUSC	NUSHARES ETF TR	5,288	$233K	0.0%	$41.88	—	NUVEEN ESG SMLCP	67092P607
EFV	ISHARES TR	3,405	$231K	0.0%	$52.47	—	EAFE VALUE ETF	464288877
WM	WASTE MGMT INC DEL	1,045	$231K	0.0%	$211.32	+5.8%	COM	94106L109
IMAR	INNOVATOR ETFS TRUST	7,933	$230K	0.0%	$26.09	—	INNOVATOR INTL D	45783Y343
IEF	ISHARES TR	2,358	$227K	0.0%	$92.45	—	7-10 YR TRSY BD	464287440
FRAF	FRANKLIN FINL SVCS CORP	4,936	$227K	0.0%	$42.44	0.0%	COM	353525108
AOM	ISHARES TR	4,733	$225K	0.0%	$43.44	—	CORE 40/60 MODER	464289875
BIV	VANGUARD BD INDEX FDS	2,864	$224K	0.0%	$77.37	—	INTERMED TERM	921937819
GDX	VANECK ETF TRUST	2,904	$222K	0.0%	$76.40	—	GOLD MINERS ETF	92189F106
CGSM	CAPITAL GRP FIXED INCM ETF T	8,409	$222K	0.0%	$26.36	—	SHORT DURATION M	14020Y607
JPST	J P MORGAN EXCHANGE TRADED F	4,319	$219K	0.0%	$50.43	—	ULTRA SHRT ETF	46641Q837
MSTR	STRATEGY INC	677	$218K	0.0%	$335.88	+10.5%	CL A NEW	594972408
CMG	CHIPOTLE MEXICAN GRILL INC	5,528	$217K	0.0%	$59.32	-24.1%	COM	169656105
SPOT	SPOTIFY TECHNOLOGY S A	305	$213K	0.0%	$428.22	+63.3%	SHS	L8681T102
GMAR	FIRST TR EXCHNG TRADED FD VI	5,267	$211K	0.0%	$38.35	—	FT VEST U.S EQT	33740F482
AMD	ADVANCED MICRO DEVICES INC	1,288	$208K	0.0%	$161.38	0.0%	COM	007903107
EW	EDWARDS LIFESCIENCES CORP	2,669	$208K	0.0%	$69.99	+11.6%	COM	28176E108
HOOD	ROBINHOOD MKTS INC	1,440	$206K	0.0%	$109.05	0.0%	COM CL A	770700102
VTV	VANGUARD INDEX FDS	1,087	$203K	0.0%	$186.53	—	VALUE ETF	922908744
KJAN	INNOVATOR ETFS TRUST	5,011	$202K	0.0%	$40.36	—	US SML CP PWR B	45782C474
LNKB	LINKBANCORP INC	22,950	$164K	0.0%	$6.81	+4.6%	COM	53578P105
—	INTENSITY THERAPEUTICS INC	54,377	$13,197	0.0%	$0.52	—	COM	45828J103
CXAI	CXAPP INC	10,000	$7,370	0.0%	$1.60	-45.8%	COM CL A	23248B109