Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc	49,066	$8.414M	5.1%	$182.81	-1.4%	COM	037833100
MSFT	MICROSOFT CORP	15,638	$6.579M	4.0%	$350.36	+14.0%	COM	594918104
—	Lam Research Corp	5,081	$4.937M	3.0%	$783.26	—	COM	512807108
AMZN	Amazon.com Inc	23,437	$4.228M	2.5%	$140.18	+19.1%	COM	023135106
MCK	MCKESSON CORP	7,640	$4.102M	2.5%	$450.30	+11.8%	COM	58155Q103
JPM	JPMorgan Chase & Co	19,091	$3.824M	2.3%	$144.89	+19.8%	COM	46625H100
GOOGL	ALPHABET INC	22,443	$3.387M	2.0%	$133.35	+6.5%	CAP STK CL A	02079K305
CRM	SALESFORCE.COM INC	10,916	$3.288M	2.0%	$223.60	+27.5%	COM	79466L302
V	VISA INC	11,711	$3.268M	2.0%	$242.67	+12.2%	COM CL A	92826C839
UNH	UnitedHealth Group Inc	6,335	$3.134M	1.9%	$511.31	-4.4%	COM	91324P102
HCA	HCA Healthcare Inc	9,358	$3.121M	1.9%	$242.98	+23.9%	COM	40412C101
WMT	Walmart Inc	49,458	$2.976M	1.8%	$54.52	+2.8%	COM	931142103
TMO	Thermo Fisher Scientific Inc	4,983	$2.896M	1.7%	$481.53	+15.8%	COM	883556102
—	BlackRock Inc	3,439	$2.867M	1.7%	$811.80	—	COM	09247X101
AMGN	Amgen Inc	10,038	$2.854M	1.7%	$255.10	+8.2%	COM	031162100
BAC	BK OF AMERICA CORP	74,893	$2.84M	1.7%	$27.61	+18.8%	COM	060505104
ELV	Elevance Health Inc	5,467	$2.835M	1.7%	$446.64	+7.9%	COM	036752103
FDX	FEDEX CORP	9,125	$2.644M	1.6%	$242.32	-1.0%	COM	31428X106
MCD	MCDONALD'S CORP	9,304	$2.623M	1.6%	$258.68	+7.5%	COM	580135101
MCHP	Microchip Technology Inc	28,654	$2.571M	1.5%	$76.96	+6.4%	COM	595017104
SCHW	Charles Schwab Corp/The	35,075	$2.537M	1.5%	$56.12	+14.5%	COM	808513105
HON	Honeywell International Inc	11,515	$2.363M	1.4%	$172.33	+4.9%	COM	438516106
MET	MetLife Inc	31,297	$2.319M	1.4%	$58.77	+12.3%	COM	59156R108
CMCSA	Comcast Corp	53,458	$2.317M	1.4%	$40.09	+1.3%	CL A	20030N101
TMUS	T-MOBILE US INC	12,967	$2.116M	1.3%	$143.16	+10.5%	COM	872590104
RTX	RTX Corp	21,219	$2.069M	1.2%	$76.19	+14.0%	COM	75513E101
KO	Coca-Cola Co/The	33,270	$2.035M	1.2%	$53.37	+6.2%	COM	191216100
LPRO	Open Lending Corp	307,500	$1.925M	1.2%	$6.73	+9.6%	COM	68373J104
AVGO	Broadcom Inc	1,448	$1.919M	1.2%	$92.23	+31.4%	COM	11135F101
DAL	Delta Air Lines Inc	39,699	$1.9M	1.1%	$35.44	+14.2%	COM NEW	247361702
AVDE	American Century ETF Trust	29,437	$1.876M	1.1%	$60.43	—	INTL EQT ETF	025072703
GM	General Motors Co	39,229	$1.779M	1.1%	$30.93	+22.9%	COM	37045V100
DIS	Walt Disney Co/The	14,225	$1.741M	1.0%	$86.20	+18.8%	COM	254687106
LLY	Eli Lilly & Co	2,099	$1.633M	1.0%	$575.10	+22.2%	COM	532457108
CVS	CVS Health Corp	19,743	$1.575M	0.9%	$65.51	+8.1%	COM	126650100
GOOG	Alphabet Inc	9,910	$1.509M	0.9%	$134.68	+6.4%	CAP STK CL C	02079K107
BA	BOEING CO	7,783	$1.502M	0.9%	$213.87	-3.9%	COM	097023105
LOW	LOWE'S COS INC	5,466	$1.392M	0.8%	$194.73	+14.0%	COM	548661107
WFC	WELLS FARGO & CO	22,078	$1.28M	0.8%	$41.03	+22.2%	COM	949746101
CVX	Chevron Corp	7,894	$1.245M	0.7%	$137.88	+0.8%	COM	166764100
MMM	3M Co	10,406	$1.104M	0.7%	$75.54	+5.0%	COM	88579Y101
BMY	BRISTOL-MYRS SQUIB	20,092	$1.09M	0.7%	$46.92	-1.6%	COM	110122108
DG	Dollar General Corp	6,225	$971K	0.6%	$120.00	+13.7%	COM	256677105
MRK	Merck & Co Inc	7,309	$964K	0.6%	$96.81	+19.6%	COM	58933Y105
ECL	ECOLAB INC	4,055	$936K	0.6%	$175.85	+18.2%	COM	278865100
AVEM	American Century ETF Trust	15,357	$890K	0.5%	$56.39	—	AVANTIS EMGMKT	025072604
ABT	Abbott Laboratories	7,699	$875K	0.5%	$96.07	+15.3%	COM	002824100
EMN	Eastman Chemical Co	8,611	$863K	0.5%	$73.14	+11.4%	COM	277432100
SPY	State Street ETF/USA	1,636	$856K	0.5%	$475.31	—	TR UNIT	78462F103
ROP	ROPER INDUSTRIES INC	1,465	$822K	0.5%	$508.04	+6.1%	COM	776696106
COST	Costco Wholesale Corp	1,074	$787K	0.5%	$573.49	+23.2%	COM	22160K105
UPS	UTD PARCEL SERV	5,274	$784K	0.5%	$134.26	+1.6%	CL B	911312106
AXP	AMER EXPRESS CO	3,435	$782K	0.5%	$156.99	+29.2%	COM	025816109
BRK/B	Berkshire Hathaway Inc	1,662	$699K	0.4%	$350.99	+12.1%	CL B NEW	084670702
NXPI	NXP Semiconductors NV	2,533	$628K	0.4%	$193.61	+15.2%	COM	N6596X109
TM	TOYOTA MOTOR CORP	2,170	$546K	0.3%	$183.38	—	ADS	892331307
SAP	SAP SE	2,745	$535K	0.3%	$154.59	—	SPON ADR	803054204
META	Meta Platforms Inc	1,098	$533K	0.3%	$323.40	+37.0%	CL A	30303M102
TSM	TSMC	3,880	$528K	0.3%	$104.00	—	SPONSORED ADS	874039100
CB	CHUBB LIMITED COM	2,030	$526K	0.3%	$213.74	+12.9%	COM	H1467J104
AMP	Ameriprise Financial Inc	1,100	$482K	0.3%	$333.50	+17.2%	COM	03076C106
ASML	ASML HOLDING NV	482	$468K	0.3%	$756.92	—	N Y REGISTRY SHS	N07059210
TGT	Target Corp	2,554	$453K	0.3%	$113.03	+25.6%	COM	87612E106
EA	ELECTRONIC ARTS	3,263	$433K	0.3%	$130.73	+4.0%	COM	285512109
WMS	Advanced Drainage Systems Inc	2,480	$427K	0.3%	$119.33	+25.0%	COM	00790R104
HMC	HONDA MOTOR CO	11,470	$427K	0.3%	$30.91	—	ADR ECH CNV IN 3	438128308
PG	Procter & Gamble Co/The	2,568	$417K	0.3%	$140.61	+6.6%	COM	742718109
ALB	ALBEMARLE CORP	3,070	$404K	0.2%	$131.29	-9.5%	COM	012653101
ARES	Ares Management Corp	2,990	$398K	0.2%	$102.46	+18.4%	CL A COM STK	03990B101
CW	Curtiss-Wright Corp	1,535	$393K	0.2%	$208.11	+11.2%	COM	231561101
PEP	PEPSICO INC	2,205	$386K	0.2%	$153.75	+2.3%	COM	713448108
FRPT	Freshpet Inc	3,140	$364K	0.2%	$68.50	+41.1%	COM	358039105
JNJ	Johnson & Johnson	2,294	$363K	0.2%	$143.59	+4.6%	COM	478160104
MS	MORGAN STANLEY	3,804	$358K	0.2%	$74.81	+11.2%	COM NEW	617446448
ATI	ATI Inc	6,998	$358K	0.2%	$41.52	+8.9%	COM	01741R102
NVS	Novartis AG	3,687	$357K	0.2%	$100.97	—	SPONSORED ADR	66987V109
DBRG	DigitalBridge Group Inc	18,475	$356K	0.2%	$16.35	+14.3%	CL A NEW	25401T603
IWB	iShares ETFs/USA	1,225	$353K	0.2%	$262.26	—	RUS 1000 ETF	464287622
PLD	Prologis Inc	2,701	$352K	0.2%	$105.61	+15.8%	COM	74340W103
EVR	Evercore Inc	1,814	$349K	0.2%	$140.62	+25.6%	CLASS A	29977A105
MUFG	MITSUBISHI UFJ FIN	33,595	$344K	0.2%	$8.61	—	SPONSORED ADS	606822104
CACI	CACI International Inc	900	$341K	0.2%	$324.48	+9.5%	CL A	127190304
ING	ING Groep NV	20,655	$341K	0.2%	$15.02	—	SPONSORED ADR	456837103
EQIX	EQUINIX INC	400	$330K	0.2%	$733.71	+10.1%	COM	29444U700
XOM	Exxon Mobil Corp	2,820	$328K	0.2%	$97.59	+0.5%	COM	30231G102
—	Shockwave Medical Inc	1,000	$326K	0.2%	$217.57	—	COM	82489T104
IRM	Iron Mountain Inc	4,050	$325K	0.2%	$58.41	+16.5%	COM	46284V101
SPG	SIMON PROP GROUP	2,075	$325K	0.2%	$108.32	+23.0%	COM	828806109
DLR	Digital Realty Trust Inc	2,245	$323K	0.2%	$120.61	+10.4%	COM	253868103
COHR	Coherent Corp	5,260	$319K	0.2%	$36.77	+49.1%	COM	19247G107
CWST	Casella Waste Systems Inc	3,185	$315K	0.2%	$81.25	+10.3%	CL A	147448104
NEE	NEXTERA ENERGY	4,904	$313K	0.2%	$53.46	+3.6%	COM	65339F101
—	Unilever PLC	6,195	$311K	0.2%	$48.48	—	SPON ADR NEW	904767704
VICI	VICI Properties Inc	10,394	$310K	0.2%	$25.92	+3.6%	COM	925652109
TTEK	Tetra Tech Inc	1,670	$308K	0.2%	$31.93	+8.5%	COM	88162G103
LPLA	LPL FINL HLDGS INC	1,160	$306K	0.2%	$224.79	+12.3%	COM	50212V100
MKSI	MKS Instruments Inc	2,300	$306K	0.2%	$86.25	+32.8%	COM	55306N104
NBIX	Neurocrine Biosciences Inc	2,190	$302K	0.2%	$115.11	+18.6%	COM	64125C109
WELL	WELLTOWER INC COM	3,225	$301K	0.2%	$83.03	+5.0%	COM	95040Q104
EVH	Evolent Health Inc	9,110	$299K	0.2%	$28.30	+12.8%	CL A	30050B101
EXR	Extra Space Storage Inc	2,021	$297K	0.2%	$118.43	+13.2%	COM	30225T102
HST	Host Hotels & Resorts Inc	13,975	$289K	0.2%	$15.08	+19.8%	COM	44107P104
HD	Home Depot Inc/The	749	$287K	0.2%	$293.72	+18.7%	COM	437076102
FLEX	FLEXTRONICS INTL	10,000	$286K	0.2%	$20.01	+31.0%	ORD	Y2573F102
RITM	Rithm Capital Corp	25,600	$286K	0.2%	$10.68	—	COM NEW	64828T201
AX	Axos Financial Inc	5,265	$285K	0.2%	$41.73	+26.1%	COM	05465C100
SNX	TD SYNNEX Corp	2,510	$284K	0.2%	$95.14	+6.2%	COM	87162W100
AZN	AstraZeneca PLC	4,175	$283K	0.2%	$67.40	—	SPONSORED ADR	046353108
SONY	Sony Group Corp	3,265	$280K	0.2%	$94.35	—	SPONSORED ADR	835699307
RF	Regions Financial Corp	13,296	$280K	0.2%	$15.05	+15.6%	COM	7591EP100
SNY	Sanofi SA	5,740	$279K	0.2%	$49.73	—	SPONSORED ADR	80105N105
QQQ	Invesco ETFs/USA	627	$278K	0.2%	$409.52	—	UNIT SER 1	46090E103
SHEL	Shell PLC	4,150	$278K	0.2%	$65.80	—	SPON ADS	780259305
FR	First Industrial Realty Trust	5,240	$275K	0.2%	$52.65	—	COM	32054K103
UNP	Union Pacific Corp	1,118	$275K	0.2%	$209.24	+12.6%	COM	907818108
PFGC	Performance Food Group Co	3,621	$270K	0.2%	$61.45	+19.8%	COM	71377A103
MTZ	MasTec Inc	2,885	$269K	0.2%	$66.16	+14.9%	COM	576323109
—	TotalEnergies SE	3,870	$266K	0.2%	$67.38	—	SPONSORED ADS	89151E109
ASO	Academy Sports & Outdoors Inc	3,915	$264K	0.2%	$49.75	+33.1%	COM	00402L107
CR	Crane Co	1,938	$262K	0.2%	$99.57	+22.5%	COMMON STOCK	224408104
GSK	GSK PLC	6,105	$262K	0.2%	$37.06	—	SPONSORED ADR	37733W204
AMH	American Homes 4 Rent	7,025	$258K	0.2%	$35.96	—	CL A	02665T306
EPRT	Essential Properties Realty Tr	9,425	$251K	0.2%	$25.56	—	COM	29670E107
INVH	Invitation Homes Inc	7,025	$250K	0.2%	$30.00	+5.1%	COM	46187W107
DHR	Danaher Corp	1,000	$250K	0.2%	$210.35	+14.8%	COM	235851102
FNB	FNB Corp/PA	17,600	$248K	0.1%	$11.03	+14.7%	COM	302520101
AVB	AvalonBay Communities Inc	1,330	$247K	0.1%	$161.55	+4.0%	COM	053484101
BXP	Boston Properties Inc	3,775	$247K	0.1%	$53.72	+10.8%	COM	101121101
AXTA	Axalta Coating Systems Ltd	7,145	$246K	0.1%	$29.95	+9.1%	COM	G0750C108
AVNT	Avient Corp	5,660	$246K	0.1%	$33.66	+9.8%	COM	05368V106
NXST	Nexstar Media Group Inc	1,425	$246K	0.1%	$133.22	+15.9%	COMMON STOCK	65336K103
TRMB	Trimble Inc	3,800	$245K	0.1%	$47.69	+19.5%	COM	896239100
PSA	Public Storage	830	$241K	0.1%	$254.62	+4.1%	COM	74460D109
CXT	CRANE HOLDINGS CO	3,873	$240K	0.1%	$51.81	+10.7%	COM	224441105
STWD	Starwood Property Trust Inc	11,675	$237K	0.1%	$21.02	—	COM	85571B105
RPD	Rapid7 Inc	4,825	$237K	0.1%	$52.26	+5.0%	COM	753422104
AMT	American Tower Corp	1,195	$236K	0.1%	$175.15	+6.3%	COM	03027X100
CI	Cigna Group/The	643	$234K	0.1%	$280.77	+13.2%	COM	125523100
LYG	Lloyds Banking Group PLC	89,475	$232K	0.1%	$2.39	—	SPONSORED ADR	539439109
—	Cushman & Wakefield PLC	22,125	$231K	0.1%	$10.70	—	SHS	G2717B108
SUI	Sun Communities Inc	1,785	$230K	0.1%	$133.37	—	COM	866674104
REG	Regency Centers Corp	3,775	$229K	0.1%	$56.57	+1.2%	COM	758849103
ADUS	Addus HomeCare Corp	2,205	$228K	0.1%	$86.94	+7.5%	COM	006739106
ARE	Alexandria Real Estate Equitie	1,765	$228K	0.1%	$99.47	+11.2%	COM	015271109
CUZ	Cousins Properties Inc	9,450	$227K	0.1%	$24.25	—	COM NEW	222795502
HALO	Halozyme Therapeutics Inc	5,540	$225K	0.1%	$37.66	-0.5%	COM	40637H109
IWF	ISHARES/USA	666	$224K	0.1%	$303.17	—	RUS 1000 GRW ETF	464287614
VTR	Ventas Inc	5,100	$222K	0.1%	$41.74	+2.3%	COM	92276F100
MAA	Mid-America Apartment Communit	1,665	$219K	0.1%	$117.91	+2.4%	COM	59522J103
ETN	Eaton Corp PLC	698	$218K	0.1%	$215.55	+24.1%	SHS	G29183103
GE	General Electric Co	1,242	$218K	0.1%	$91.47	+27.3%	COM NEW	369604301
IBM	INTL BUSINESS MCHN	1,132	$216K	0.1%	$141.50	+22.0%	COM	459200101
—	Whole Earth Brands Inc	44,725	$216K	0.1%	$3.41	—	COM CL A	96684W100
CHDN	Churchill Downs Inc	1,742	$216K	0.1%	$117.82	+1.9%	COM	171484108
O	REALTY INCOME CORP	3,950	$214K	0.1%	$47.16	+3.1%	COM	756109104
CPT	Camden Property Trust	2,150	$212K	0.1%	$87.31	+2.9%	SH BEN INT	133131102
PGNY	Progyny Inc	5,545	$212K	0.1%	$34.05	+11.0%	COM	74340E103
UDR	UDR Inc	5,525	$207K	0.1%	$33.14	+2.9%	COM	902653104
AMAT	APPLIED MATERIALS	998	$206K	0.1%	$144.16	+25.1%	COM	038222105
WPP	WPP PLC	4,340	$206K	0.1%	$47.52	—	ADR	92937A102
PHG	Koninklijke Philips NV	10,209	$204K	0.1%	$23.33	—	NY REGIS SHS NEW	500472303
KIM	KIMCO REALTY	10,375	$203K	0.1%	$17.29	+5.2%	COM	49446R109
—	NV5 Global Inc	2,075	$203K	0.1%	$111.12	—	COM	62945V109
BYD	Boyd Gaming Corp	3,010	$203K	0.1%	$58.39	+7.0%	COM	103304101
SBAC	SBA Communications Corp	930	$202K	0.1%	$214.15	0.0%	CL A	78410G104
LIN	Linde PLC	426	$198K	0.1%	$383.62	+10.1%	SHS	G54950103
COLD	Americold Realty Trust Inc	7,925	$197K	0.1%	$29.93	—	COM	03064D108
DOC	Healthpeak Properties Inc	10,475	$196K	0.1%	$15.81	+2.0%	COM	42250P103
REXR	Rexford Industrial Realty Inc	3,865	$194K	0.1%	$55.36	—	COM	76169C100
—	Synovus Financial Corp	4,784	$192K	0.1%	$37.65	—	COM NEW	87161C501
INTU	Intuit Inc	293	$190K	0.1%	$544.67	+15.9%	COM	461202103
—	Perficient Inc	3,344	$188K	0.1%	$63.26	—	COM	71375U101
BNL	Broadstone Net Lease Inc	11,975	$188K	0.1%	$15.67	—	COM	11135E203
CSCO	CISCO SYSTEMS	3,695	$184K	0.1%	$47.98	-1.6%	COM	17275R102
AIG	AMER INTL GRP	2,326	$182K	0.1%	$60.81	+12.6%	COM NEW	026874784
LGND	Ligand Pharmaceuticals Inc	2,480	$181K	0.1%	$60.64	+21.6%	COM NEW	53220K504
URI	United Rentals Inc	246	$177K	0.1%	$462.72	+36.4%	COM	911363109
PUK	Prudential PLC	9,045	$174K	0.1%	$20.96	—	ADR	74435K204
ERIC	ERICSSON(LM)TEL	31,125	$171K	0.1%	$5.99	—	ADR B SEK 10	294821608
CBSH	Commerce Bancshares Inc/MO	3,150	$168K	0.1%	$41.46	+10.5%	COM	200525103
PLNT	Planet Fitness Inc	2,675	$168K	0.1%	$61.48	+8.8%	CL A	72703H101
YUM	YUM BRANDS INC	1,206	$167K	0.1%	$119.71	+7.5%	COM	988498101
—	Amedisys Inc	1,810	$167K	0.1%	$95.06	—	COM	023436108
MA	MASTERCARD INC	338	$163K	0.1%	$397.11	+14.0%	CL A	57636Q104
VOD	Vodafone Group PLC	17,450	$155K	0.1%	$8.78	—	SPONSORED ADR	92857W308
QCOM	QUALCOMM Inc	838	$142K	0.1%	$118.34	+25.5%	COM	747525103
AR	Antero Resources Corp	4,655	$135K	0.1%	$25.35	-4.7%	COM	03674X106
VYX	NCR CORP	10,630	$134K	0.1%	$15.95	-9.7%	COM	62886E108
DE	DEERE & CO	326	$134K	0.1%	$365.14	+2.0%	COM	244199105
AMRC	Ameresco Inc	5,485	$132K	0.1%	$27.15	-17.5%	CL A	02361E108
CAT	Caterpillar Inc	359	$132K	0.1%	$251.22	+23.8%	COM	149123101
CLFD	Clearfield Inc	4,250	$131K	0.1%	$26.66	+7.5%	COM	18482P103
GLNG	GOLAR LNG	5,265	$127K	0.1%	$20.91	+0.4%	SHS	G9456A100
CDNA	CareDx Inc	11,870	$126K	0.1%	$8.19	+22.1%	COM	14167L103
STZ	Constellation Brands Inc	450	$122K	0.1%	$227.93	+6.8%	CL A	21036P108
ABBV	AbbVie Inc	668	$122K	0.1%	$135.72	+19.4%	COM	00287Y109
—	Air Transport Services Group I	8,155	$112K	0.1%	$16.17	—	COM	00922R105
BK	BK OF NY MELLON CP	1,930	$111K	0.1%	$43.67	+20.6%	COM	064058100
IVV	ISHARES	210	$110K	0.1%	$477.63	—	CORE S&P500 ETF	464287200
COP	CONOCOPHILLIPS	852	$108K	0.1%	$109.73	-1.9%	COM	20825C104
QDEL	QuidelOrtho Corp	2,255	$108K	0.1%	$64.33	-9.4%	COM	219798105
BX	Blackstone Inc	750	$98,528	0.1%	$102.08	+16.3%	COM	09260D107
NXT	NEXTracker Inc	1,741	$97,966	0.1%	$53.20	0.0%	CLASS A COM	65290E101
NVDA	NVIDIA Corp	108	$97,584	0.1%	$46.31	+56.4%	COM	67066G104
NUE	Nucor Corp	490	$96,971	0.1%	$153.29	+15.6%	COM	670346105
TXN	TEXAS INSTRUMENTS	549	$95,641	0.1%	$145.50	+8.5%	COM	882508104
WMB	Williams Cos Inc/The	2,435	$94,892	0.1%	$32.16	+2.6%	COM	969457100
CL	COLGATE-PALMOLIVE	1,000	$90,050	0.1%	$71.73	+13.4%	COM	194162103
ED	Consolidated Edison Inc	947	$85,997	0.1%	$83.05	+1.3%	COM	209115104
MDT	Medtronic PLC	975	$84,971	0.1%	$71.45	+12.9%	SHS	G5960L103
NATL	NCR Atleos Corp	4,074	$80,462	0.0%	$21.39	0.0%	NaN	63001N106
EFA	iShares ETFs/USA	1,000	$79,860	0.0%	$75.35	—	MSCI EAFE ETF	464287465
MDLZ	Mondelez International Inc	1,131	$79,170	0.0%	$64.31	+7.1%	CL A	609207105
ADBE	Adobe Inc	156	$78,718	0.0%	$576.76	-0.6%	COM	00724F101
USB	US Bancorp	1,662	$74,291	0.0%	$33.10	+16.7%	COM NEW	902973304
IWM	ISHARES	330	$69,399	0.0%	$200.71	—	RUSSELL 2000 ETF	464287655
PWR	Quanta Services Inc	266	$69,107	0.0%	$184.24	+19.8%	COM	74762E102
ATO	Atmos Energy Corp	550	$65,379	0.0%	$106.01	+3.4%	COM	049560105
IWR	iShares ETFs/USA	750	$63,068	0.0%	$77.73	—	RUS MID CAP ETF	464287499
ICE	INTERCONTINENTAL EXCHANGE	450	$61,844	0.0%	$110.43	+17.5%	COM	45866F104
IJH	iShares ETFs/USA	1,000	$60,740	0.0%	$104.02	—	CORE S&P MCP ETF	464287507
AGG	iShares ETFs/USA	600	$58,764	0.0%	$98.56	—	CORE US AGGBD ET	464287226
INTC	Intel Corp	1,250	$55,213	0.0%	$40.04	+10.0%	COM	458140100
SDY	SSGA Funds Management Inc	414	$54,333	0.0%	$124.97	—	S&P DIVID ETF	78464A763
GIS	GENERAL MILLS INC	768	$53,737	0.0%	$59.53	+1.8%	COM	370334104
GD	GEN DYNAMICS CORP	184	$51,978	0.0%	$234.24	+10.1%	COM	369550108
HIG	Hartford Financial Services Gr	500	$51,525	0.0%	$72.47	+22.4%	COM	416515104
PFE	Pfizer Inc	1,855	$51,476	0.0%	$26.40	-6.6%	COM	717081103
NGG	National Grid PLC	750	$51,165	0.0%	$67.99	—	SPONSORED ADR NE	636274409
BSX	Boston Scientific Corp	746	$51,094	0.0%	$53.38	+20.5%	COM	101137107
PANW	Palo Alto Networks Inc	174	$49,439	0.0%	$133.70	+18.0%	COM	697435105
SLB	Schlumberger NV	892	$48,891	0.0%	$51.21	-6.6%	COM STK	806857108
PLXS	Plexus Corp	500	$47,410	0.0%	$100.42	-4.1%	COM	729132100
SO	Southern Co/The	650	$46,631	0.0%	$63.75	+1.6%	COM	842587107
TSCO	TRACTOR SUPPLY CO	178	$46,586	0.0%	$39.39	+17.6%	COM	892356106
DAR	Darling Ingredients Inc	1,000	$46,510	0.0%	$45.39	-3.0%	COM	237266101
VXUS	VANGUARD ETF/USA	700	$42,210	0.0%	$57.96	—	VG TL INTL STK F	921909768
BAX	BAXTER INTL INC	974	$41,629	0.0%	$33.60	+15.8%	COM	071813109
CARR	CARRIER GLOBAL CORP	700	$40,691	0.0%	$51.55	+6.6%	COM	14448C104
VNQ	Vanguard ETF/USA	450	$38,916	0.0%	$88.36	—	REAL ESTATE ETF	922908553
PRF	Invesco Capital Management LLC	1,000	$38,470	0.0%	$35.20	—	FTSE RAFI 1000	46137V613
AWK	American Water Works Co Inc	300	$36,663	0.0%	$120.02	-1.9%	COM	030420103
FTV	Fortive Corp	387	$33,290	0.0%	$52.24	+15.3%	COM	34959J108
EEM	ISHARES TR	800	$32,864	0.0%	$40.21	—	MSCI EMG MKT ETF	464287234
VZ	VERIZON COMMUN	773	$32,435	0.0%	$31.00	+15.9%	COM	92343V104
—	Super Micro Computer Inc	31	$31,311	0.0%	$284.26	—	COM	86800U104
APD	Air Products and Chemicals Inc	128	$31,011	0.0%	$259.21	-10.3%	COM	009158106
OTIS	Otis Worldwide Corp	300	$29,781	0.0%	$80.24	+11.6%	COM	68902V107
HXL	Hexcel Corp	400	$29,140	0.0%	$67.59	+6.4%	COM	428291108
ADI	ANALOG DEVICES INC	146	$28,877	0.0%	$172.22	+8.2%	COM	032654105
MPC	Marathon Petroleum Corp	137	$27,606	0.0%	$141.98	+15.8%	COM	56585A102
VLTO	Veralto Corp	308	$27,307	0.0%	$73.75	+11.5%	COM SHS	92338C103
IYR	ISHARES	300	$26,970	0.0%	$91.41	—	U.S. REAL ES ETF	464287739
SNPS	Synopsys Inc	41	$23,432	0.0%	$511.34	+7.6%	COM	871607107
CMI	CUMMINS INC	76	$22,393	0.0%	$216.82	+14.2%	COM	231021106
BKH	Black Hills Corp	405	$22,113	0.0%	$46.16	+3.4%	COM	092113109
LEN	LENNAR CORP	123	$21,154	0.0%	$116.88	+25.1%	CL A	526057104
HUM	HUMANA INC	61	$21,150	0.0%	$479.75	-23.0%	COM	444859102
SYK	Stryker Corp	58	$20,756	0.0%	$274.84	+20.2%	COM	863667101
NKE	NIKE INC	220	$20,676	0.0%	$102.99	-5.0%	CL B	654106103
DIA	SPDR DOW JONES IND	50	$19,888	0.0%	$376.87	—	UT SER 1	78467X109
AMD	ADVANCED MICRO DEV	104	$18,771	0.0%	$117.86	+48.3%	COM	007903107
FANG	Diamondback Energy Inc	93	$18,430	0.0%	$144.29	+10.2%	COM	25278X109
OPRX	OptimizeRx Corp	1,500	$18,225	0.0%	$9.60	+51.1%	COM NEW	68401U204
PM	PHILIP MORRIS INTL	197	$18,049	0.0%	$83.71	+1.5%	COM	718172109
TJX	TJX Cos Inc/The	177	$17,951	0.0%	$87.27	+8.4%	COM	872540109
FUL	HB Fuller Co	225	$17,942	0.0%	$71.59	+6.3%	COM	359694106
WSM	Williams-Sonoma Inc	52	$16,512	0.0%	$83.80	+34.7%	COM	969904101
BIIB	Biogen Inc	75	$16,172	0.0%	$245.62	-4.6%	COM	09062X103
TRV	TRAVELERS CO INC	68	$15,650	0.0%	$166.66	+24.0%	COM	89417E109
ACN	Accenture PLC	44	$15,251	0.0%	$312.68	+13.5%	SHS CLASS A	G1151C101
CDNS	Cadence Design Systems Inc	48	$14,941	0.0%	$257.66	+14.8%	COM	127387108
DEO	DIAGEO	100	$14,874	0.0%	$145.66	—	SPON ADR NEW	25243Q205
TMHC	Taylor Morrison Home Corp	237	$14,734	0.0%	$44.70	+23.2%	COM	87724P106
RS	Reliance Inc	44	$14,704	0.0%	$265.53	+14.6%	COM	759509102
ROST	Ross Stores Inc	100	$14,676	0.0%	$121.76	+15.3%	COM	778296103
KLAC	KLA Corp	21	$14,670	0.0%	$510.90	+23.7%	COM NEW	482480100
OGN	Organon & Co	779	$14,645	0.0%	$12.33	+28.6%	COMMON STOCK	68622V106
A	AGILENT TECHS INC	100	$14,551	0.0%	$117.22	+15.3%	COM	00846U101
ICF	ISHARES	250	$14,425	0.0%	$58.73	—	COHEN STEER REIT	464287564
XIFR	NextEra Energy Equity Partners	472	$14,198	0.0%	$25.48	+11.8%	COM UNIT PART IN	65341B106
CNC	Centene Corp	179	$14,048	0.0%	$72.14	+7.0%	COM	15135B101
—	MARATHON OIL CORP	483	$13,688	0.0%	$24.16	—	COM	565849106
ALL	Allstate Corp/The	78	$13,495	0.0%	$124.75	+21.8%	COM	020002101
AZO	AUTOZONE INC	4	$12,607	0.0%	$2593.50	+10.2%	COM	053332102
NTNX	Nutanix Inc	187	$11,542	0.0%	$40.47	+42.5%	CL A	67059N108
KBH	KB Home	162	$11,483	0.0%	$49.60	+24.5%	COM	48666K109
GWX	State Street ETF/USA	350	$11,368	0.0%	$31.76	—	S&P INTL SMLCP	78463X871
DECK	Deckers Outdoor Corp	12	$11,295	0.0%	$101.64	+36.4%	COM	243537107
AIZ	Assurant Inc	60	$11,294	0.0%	$153.72	+10.2%	COM	04621X108
ORLY	O'Reilly Automotive Inc	10	$11,289	0.0%	$63.20	+10.7%	COM	67103H107
VOYA	Voya Financial Inc	145	$10,718	0.0%	$66.16	+1.6%	COM	929089100
GLW	CORNING INC	321	$10,580	0.0%	$27.12	+12.3%	COM	219350105
CME	CME Group Inc	49	$10,549	0.0%	$194.65	+1.3%	COM	12572Q105
GS	GOLDMAN SACHS GRP	25	$10,442	0.0%	$317.74	+17.2%	COM	38141G104
DD	DuPont de Nemours Inc	135	$10,350	0.0%	$29.01	-1.6%	COM	26614N102
MU	Micron Technology Inc	87	$10,256	0.0%	$73.62	+22.0%	COM	595112103
VLO	Valero Energy Corp	60	$10,241	0.0%	$119.35	+13.7%	COM	91913Y100
CTVA	Corteva Inc	176	$10,150	0.0%	$46.55	+8.7%	COM	22052L104
AFL	Aflac Inc	118	$10,131	0.0%	$76.99	+2.3%	COM	001055102
COR	Cencora Inc	41	$9,963	0.0%	$191.75	+18.1%	COM	03073E105
D	DOMINION RES(VIR)	200	$9,838	0.0%	$40.17	+6.2%	COM	25746U109
PNC	PNC Financial Services Group I	59	$9,534	0.0%	$119.93	+17.7%	COM	693475105
LHX	L3Harris Technologies Inc	43	$9,163	0.0%	$179.88	+12.4%	COM	502431109
BPOP	Popular Inc	104	$9,161	0.0%	$66.61	+19.3%	COM NEW	733174700
KFRC	Kforce Inc	129	$9,097	0.0%	$63.78	+7.3%	COM	493732101
DOV	Dover Corp	50	$8,860	0.0%	$136.69	+15.3%	COM	260003108
BLD	TopBuild Corp	20	$8,815	0.0%	$286.36	+36.6%	COM	89055F103
VRTX	Vertex Pharmaceuticals Inc	21	$8,778	0.0%	$369.42	+14.4%	COM	92532F100
BBY	BEST BUY CO INC	107	$8,777	0.0%	$63.45	+9.2%	COM	086516101
MRVL	Marvell Technology Inc	123	$8,718	0.0%	$53.61	+27.0%	COM	573874104
MUR	Murphy Oil Corp	190	$8,683	0.0%	$39.75	-7.2%	COM	626717102
NOC	NORTHROP GRUMMAN	18	$8,616	0.0%	$452.04	-1.4%	COM	666807102
EOG	EOG Resources Inc	67	$8,565	0.0%	$115.58	-4.5%	COM	26875P101
ARW	Arrow Electronics Inc	66	$8,544	0.0%	$119.35	-1.9%	COM	042735100
NFLX	NETFLIX INC	14	$8,503	0.0%	$43.65	+29.2%	COM	64110L106
AJG	Arthur J Gallagher & Co	34	$8,501	0.0%	$232.39	+1.7%	COM	363576109
EXC	EXELON CORP	226	$8,491	0.0%	$35.51	-6.5%	COM	30161N101
RRX	REGAL-BELOIT CORP	47	$8,465	0.0%	$126.16	+23.5%	COM	758750103
TPR	Tapestry Inc	178	$8,451	0.0%	$29.19	+40.8%	COM	876030107
PH	PARKER-HANNIFIN	15	$8,337	0.0%	$407.15	+22.4%	COM	701094104
GILD	Gilead Sciences Inc	113	$8,277	0.0%	$72.19	-0.3%	COM	375558103
CELH	Celsius Holdings Inc	99	$8,209	0.0%	$53.37	+28.5%	COM NEW	15118V207
SIBN	SI-BONE Inc	500	$8,185	0.0%	$18.50	+1.8%	COM	825704109
IT	GARTNER INC	17	$8,103	0.0%	$399.48	+15.2%	COM	366651107
MTH	Meritage Homes Corp	46	$8,071	0.0%	$68.94	+17.4%	COM	59001A102
CROX	Crocs Inc	55	$7,909	0.0%	$92.32	+23.4%	COM	227046109
HAL	HALLIBURTON	197	$7,766	0.0%	$36.44	-6.4%	COM	406216101
DINO	HF Sinclair Corp	128	$7,727	0.0%	$49.67	+5.1%	COM	403949100
ADM	Archer-Daniels-Midland Co	123	$7,726	0.0%	$67.79	-19.1%	COM	039483102
REGN	REGENERON PHARMACEUTICALS	8	$7,700	0.0%	$818.96	+15.5%	COM	75886F107
MPWR	Monolithic Power Systems Inc	11	$7,452	0.0%	$513.84	+28.0%	COM	609839105
KBR	KBR Inc	117	$7,448	0.0%	$53.76	+3.5%	COM	48242W106
T	AT&T INC	410	$7,216	0.0%	$14.21	+9.9%	COM	00206R102
—	Beacon Roofing Supply Inc	73	$7,155	0.0%	$87.01	—	COM	073685109
WDAY	Workday Inc	26	$7,092	0.0%	$238.09	+19.6%	CL A	98138H101
KMI	Kinder Morgan Inc	384	$7,043	0.0%	$15.34	+4.2%	COM	49456B101
CATY	Cathay General Bancorp	184	$6,961	0.0%	$35.05	+8.9%	COM	149150104
PARR	Par Pacific Holdings Inc	187	$6,930	0.0%	$33.71	+9.0%	COM NEW	69888T207
COF	Capital One Financial Corp	46	$6,849	0.0%	$104.53	+26.2%	COM	14040H105
MLM	MARTIN MARIETTA M.	11	$6,753	0.0%	$445.31	+21.3%	COM	573284106
STE	STERIS PLC	30	$6,745	0.0%	$207.61	+6.9%	SHS USD	G8473T100
TKR	Timken Co/The	77	$6,732	0.0%	$73.57	+12.1%	COM	887389104
TSLA	Tesla Inc	38	$6,680	0.0%	$237.66	-17.8%	COM	88160R101
L	Loews Corp	85	$6,655	0.0%	$66.05	+11.3%	COM	540424108
MNST	Monster Beverage Corp	112	$6,639	0.0%	$53.44	+7.6%	COM	61174X109
PHM	PULTE HOMES INC	55	$6,634	0.0%	$83.60	+26.5%	COM	745867101
BKR	BAKER HUGHES INC	196	$6,566	0.0%	$32.48	-9.0%	CL A	05722G100
—	American Equity Investment Lif	116	$6,522	0.0%	$55.80	—	COM	025676206
TTC	Toro Co/The	71	$6,506	0.0%	$85.68	+7.6%	COM	891092108
CTRA	Coterra Energy Inc	232	$6,468	0.0%	$24.95	-3.7%	COM	127097103
GAP	Gap Inc/The	233	$6,419	0.0%	$15.11	+31.8%	COM	364760108
EBAY	EBAY INC	121	$6,386	0.0%	$39.83	+10.4%	COM	278642103
TEX	TEREX CORP	98	$6,311	0.0%	$51.70	+13.4%	COM	880779103
AEE	AMEREN CORP	84	$6,213	0.0%	$70.97	-5.7%	COM	023608102
WLK	TTWF LP	40	$6,112	0.0%	$121.60	+11.3%	COM	960413102
ITT	ITT Inc	44	$5,985	0.0%	$105.13	+18.0%	COM	45073V108
RCL	ROYAL CARIBBEAN	43	$5,977	0.0%	$100.17	+22.5%	COM	V7780T103
—	TE Connectivity Ltd	41	$5,955	0.0%	$140.51	—	SHS	H84989104
—	Verrica Pharmaceuticals Inc	1,000	$5,920	0.0%	$7.32	—	COM	92511W108
SPSC	SPS Commerce Inc	32	$5,917	0.0%	$174.41	+5.8%	COM	78463M107
NSC	Norfolk Southern Corp	23	$5,862	0.0%	$200.12	+18.8%	COM	655844108
PINS	Pinterest Inc	167	$5,790	0.0%	$31.43	+15.7%	CL A	72352L106
ASGN	ASGN Inc	55	$5,762	0.0%	$87.33	+10.7%	COM	00191U102
FSLR	FIRST SOLAR INC	34	$5,739	0.0%	$152.94	+0.5%	COM	336433107
IBKR	Interactive Brokers Group Inc	50	$5,586	0.0%	$20.21	+21.8%	COM CL A	45841N107
JCI	Johnson Controls International	85	$5,552	0.0%	$50.71	+11.6%	SHS	G51502105
NOW	ServiceNow Inc	7	$5,337	0.0%	$126.04	+20.2%	COM	81762P102
EQT	EQT Corp	141	$5,227	0.0%	$39.30	-11.3%	COM	26884L109
—	Summit Materials Inc	116	$5,170	0.0%	$38.46	—	CL A	86614U100
ITW	ILLINOIS TOOL WKS	19	$5,098	0.0%	$227.33	+8.9%	COM	452308109
AXON	AXON ENTERPRISE INC	16	$5,006	0.0%	$225.35	+23.3%	COM	05464C101
H	Hyatt Hotels Corp	31	$4,948	0.0%	$112.41	+24.3%	COM CL A	448579102
R	Ryder System Inc	41	$4,928	0.0%	$105.16	+8.3%	COM	783549108
J	Jacobs Solutions Inc	32	$4,919	0.0%	$106.89	+7.9%	COM	46982L108
PSX	Phillips 66	30	$4,900	0.0%	$111.04	+21.6%	COM	718546104
HP	Helmerich & Payne Inc	115	$4,837	0.0%	$38.66	-2.1%	COM	423452101
PATK	Patrick Industries Inc	40	$4,779	0.0%	$52.81	+31.5%	COM	703343103
GRMN	Garmin Ltd	32	$4,764	0.0%	$111.64	+14.3%	SHS	H2906T109
AMN	AMN HEALTHCARE SVS	75	$4,688	0.0%	$71.55	-4.9%	COM	001744101
LULU	LULULEMON ATHLETIC	12	$4,688	0.0%	$432.06	+7.0%	COM	550021109
LAD	Lithia Motors Inc	15	$4,513	0.0%	$274.37	+7.7%	COM	536797103
OKE	ONEOK Inc	56	$4,490	0.0%	$60.36	+10.6%	COM	682680103
VRRM	Verra Mobility Corp	177	$4,420	0.0%	$20.51	+10.9%	CL A COM STK	92511U102
—	Laboratory Corp of America Hol	20	$4,369	0.0%	$227.30	—	COM NEW	50540R409
DVN	Devon Energy Corp	86	$4,315	0.0%	$42.41	-1.4%	COM	25179M103
XPO	XPO Inc	35	$4,271	0.0%	$81.49	+31.4%	COM	983793100
SLM	SLM Corp	190	$4,140	0.0%	$15.10	+32.1%	COM	78442P106
AVAV	AEROVIRONMENT INC	27	$4,139	0.0%	$122.31	+9.2%	COM	008073108
LKQ	LKQ Corp	77	$4,113	0.0%	$43.71	+6.8%	COM	501889208
RBC	RBC Bearings Inc	15	$4,055	0.0%	$245.22	+10.1%	COM	75524B104
DGX	Quest Diagnostics Inc	30	$3,993	0.0%	$126.28	-0.8%	COM	74834L100
KTB	KONTOOR BRANDS INC COM NPV WI	65	$3,916	0.0%	$51.39	+16.6%	COM	50050N103
—	Masonite International Corp	29	$3,812	0.0%	$84.66	—	COM	575385109
APOG	Apogee Enterprises Inc	64	$3,789	0.0%	$44.36	+19.2%	COM	037598109
GMED	Globus Medical Inc	70	$3,755	0.0%	$48.74	+10.3%	CL A	379577208
DLB	Dolby Laboratories Inc	44	$3,686	0.0%	$80.91	-1.5%	COM CL A	25659T107
JAZZ	JAZZ PHARMA PLC	30	$3,613	0.0%	$124.79	-1.8%	SHS USD	G50871105
AGCO	AGCO CORP	29	$3,568	0.0%	$111.38	-0.2%	COM	001084102
LYB	LyondellBasell Industries NV	34	$3,478	0.0%	$79.84	+5.3%	SHS - A -	N53745100
APA	APA Corp	100	$3,438	0.0%	$34.62	-15.4%	COM	03743Q108
USFD	US Foods Holding Corp	60	$3,238	0.0%	$41.36	+19.1%	COM	912008109
SF	Stifel Financial Corp	40	$3,127	0.0%	$59.27	+20.4%	COM	860630102
HPQ	HP Inc	100	$3,022	0.0%	$25.76	+6.0%	COM	40434L105
FOLD	Amicus Therapeutics Inc	251	$2,957	0.0%	$11.35	+12.6%	COM	03152W109
MMSI	MERIT MEDICAL SYST	38	$2,879	0.0%	$69.80	+10.6%	COM	589889104
MOH	Molina Healthcare Inc	6	$2,465	0.0%	$352.69	+9.9%	COM	60855R100
DOW	Dow Inc	42	$2,433	0.0%	$44.66	+9.6%	COM	260557103
ALNY	ALNYLAM PHARMACEUTICALS	16	$2,391	0.0%	$170.34	-2.1%	COM	02043Q107
ADNT	ADIENT PLC COM	63	$2,074	0.0%	$34.32	-0.8%	ORD SHS	G0084W101
EW	Edwards Lifesciences Corp	20	$1,911	0.0%	$69.58	+20.7%	COM	28176E108
HPE	Hewlett Packard Enterprise Co	100	$1,773	0.0%	$15.35	+0.4%	COM	42824C109
CHTR	Charter Communications Inc	3	$872	0.0%	$407.77	-21.2%	CL A	16119P108
WBD	Warner Bros Discovery Inc	99	$864	0.0%	$10.79	-10.7%	COM SER A	934423104