Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	41,649	$28.53M	5.3%	$569.30	—	CORE S&P500 ETF	464287200
IWF	ISHARES TR	55,777	$26.4M	4.9%	$204.55	—	RUS 1000 GRW ETF	464287614
QUAL	ISHARES TR	128,870	$25.6M	4.7%	$102.97	—	MSCI USA QLT FCT	46432F339
QQQ	INVESCO QQQ TR	34,285	$21.06M	3.9%	$249.42	—	UNIT SER 1	46090E103
AGG	ISHARES TR	194,705	$19.45M	3.6%	$111.33	—	CORE US AGGBD ET	464287226
USMV	ISHARES TR	188,694	$17.77M	3.3%	$67.36	—	MSCI USA MIN VOL	46429B697
JPST	J P MORGAN EXCHANGE TRADED F	343,385	$17.37M	3.2%	$50.47	—	ULTRA SHRT ETF	46641Q837
BINC	BLACKROCK ETF TRUST II	313,984	$16.57M	3.1%	$52.76	—	ISHARES FLEXIBLE	092528603
BRO	BROWN & BROWN INC	201,700	$16.08M	3.0%	$35.99	+131.7%	COM	115236101
IGSB	ISHARES TR	294,103	$15.55M	2.9%	$53.54	—	ISHS 1-5YR INVS	464288646
IUSB	ISHARES TR	311,914	$14.52M	2.7%	$46.17	—	CORE UNIVRSL USD	46434V613
IGIB	ISHARES TR	266,020	$14.33M	2.6%	$56.23	—	ISHS 5-10YR INVT	464288638
IEFA	ISHARES TR	141,653	$12.67M	2.3%	$67.46	—	CORE MSCI EAFE	46432F842
VYM	VANGUARD WHITEHALL FDS	77,822	$11.17M	2.1%	$93.90	—	HIGH DIV YLD	921946406
IQLT	ISHARES TR	242,304	$11.01M	2.0%	$38.28	—	MSCI INTL QUALTY	46434V456
IWB	ISHARES TR	25,335	$9.461M	1.7%	$197.82	—	RUS 1000 ETF	464287622
IEF	ISHARES TR	93,174	$8.96M	1.7%	$97.69	—	7-10 YR TRSY BD	464287440
SPY	SPDR S&P 500 ETF TR	11,725	$7.996M	1.5%	$353.76	—	TR UNIT	78462F103
AVLV	AMERICAN CENTY ETF TR	103,898	$7.872M	1.5%	$68.22	—	US LARGE CAP VLU	025072349
ITOT	ISHARES TR	52,809	$7.852M	1.5%	$87.60	—	CORE S&P TTL STK	464287150
PG	PROCTER AND GAMBLE CO	51,212	$7.339M	1.4%	$164.07	-10.3%	COM	742718109
DIA	SPDR DOW JONES INDL AVERAGE	15,199	$7.304M	1.3%	$371.63	—	UT SER 1	78467X109
IWR	ISHARES TR	73,232	$7.05M	1.3%	$61.73	—	RUS MID CAP ETF	464287499
VUG	VANGUARD INDEX FDS	13,995	$6.828M	1.3%	$393.73	—	GROWTH ETF	922908736
IWM	ISHARES TR	24,864	$6.121M	1.1%	$165.19	—	RUSSELL 2000 ETF	464287655
IDEV	ISHARES TR	74,205	$6.12M	1.1%	$70.83	—	CORE MSCI INTL	46435G326
HDV	ISHARES TR	48,626	$5.913M	1.1%	$102.66	—	CORE HIGH DV ETF	46429B663
AVEM	AMERICAN CENTY ETF TR	76,198	$5.869M	1.1%	$62.81	—	AVANTIS EMGMKT	025072604
JMUB	J P MORGAN EXCHANGE TRADED F	104,126	$5.258M	1.0%	$49.68	—	MUNICIPAL ETF	46641Q647
AVUS	AMERICAN CENTY ETF TR	45,614	$5.099M	0.9%	$92.57	—	US EQT ETF	025072885
IUSV	ISHARES TR	47,972	$4.919M	0.9%	$75.33	—	CORE S&P US VLU	464287663
JEPI	J P MORGAN EXCHANGE TRADED F	80,678	$4.618M	0.9%	$56.30	—	EQUITY PREMIUM	46641Q332
AAPL	APPLE INC	16,801	$4.567M	0.8%	$118.29	+126.8%	COM	037833100
IJH	ISHARES TR	67,063	$4.426M	0.8%	$87.00	—	CORE S&P MCP ETF	464287507
JCPB	J P MORGAN EXCHANGE TRADED F	90,475	$4.284M	0.8%	$46.95	—	CORE PLUS BD ETF	46641Q670
DYNF	BLACKROCK ETF TRUST	64,200	$3.904M	0.7%	$56.72	—	ISHARES US EQUIT	09290C103
ICOW	PACER FDS TR	96,407	$3.729M	0.7%	$31.76	—	DEVELOPED MRKT	69374H873
ISTB	ISHARES TR	75,755	$3.693M	0.7%	$49.86	—	CORE 1 5 YR USD	46432F859
FTSM	FIRST TR EXCHANGE-TRADED FD	56,197	$3.368M	0.6%	$59.70	—	FIRST TR ENH NEW	33739Q408
IJR	ISHARES TR	27,192	$3.268M	0.6%	$92.98	—	CORE S&P SCP ETF	464287804
VB	VANGUARD INDEX FDS	12,041	$3.106M	0.6%	$165.72	—	SMALL CP ETF	922908751
JEPQ	J P MORGAN EXCHANGE TRADED F	52,310	$3.04M	0.6%	$49.74	—	NASDAQ EQT PREM	46654Q203
REGL	PROSHARES TR	34,472	$2.903M	0.5%	$62.31	—	S&P MDCP 400 DIV	74347B680
DGRO	ISHARES TR	38,877	$2.699M	0.5%	$52.77	—	CORE DIV GRWTH	46434V621
MSFT	MICROSOFT CORP	5,534	$2.676M	0.5%	$221.84	+125.7%	COM	594918104
BSV	VANGUARD BD INDEX FDS	33,294	$2.624M	0.5%	$77.47	—	SHORT TRM BOND	921937827
BND	VANGUARD BD INDEX FDS	34,556	$2.56M	0.5%	$73.27	—	TOTAL BND MRKT	921937835
VWO	VANGUARD INTL EQUITY INDEX F	44,927	$2.415M	0.4%	$41.65	—	FTSE EMR MKT ETF	922042858
DVY	ISHARES TR	16,124	$2.276M	0.4%	$110.13	—	SELECT DIVID ETF	464287168
DIHP	DIMENSIONAL ETF TRUST	71,240	$2.256M	0.4%	$27.44	—	INTL HIGH PROFIT	25434V765
JNJ	JOHNSON & JOHNSON	10,742	$2.223M	0.4%	$124.08	+58.8%	COM	478160104
JMST	J P MORGAN EXCHANGE TRADED F	43,389	$2.21M	0.4%	$50.79	—	ULTRA SHT MUNCPL	46641Q654
IXUS	ISHARES TR	24,089	$2.039M	0.4%	$62.22	—	CORE MSCI TOTAL	46432F834
MEAR	ISHARES U S ETF TR	37,727	$1.898M	0.4%	$50.28	—	SHORT MATURITY M	46431W838
HELO	J P MORGAN EXCHANGE TRADED F	26,999	$1.794M	0.3%	$59.08	—	HEDGED EQUITY LA	46654Q724
GLD	SPDR GOLD TR	4,383	$1.737M	0.3%	$341.19	—	GOLD SHS	78463V107
OEF	ISHARES TR	4,982	$1.709M	0.3%	$262.33	—	S&P 100 ETF	464287101
FBND	FIDELITY MERRIMACK STR TR	36,185	$1.666M	0.3%	$46.04	—	TOTAL BD ETF	316188309
VCIT	VANGUARD SCOTTSDALE FDS	19,099	$1.6M	0.3%	$79.88	—	INT-TERM CORP	92206C870
AVGO	BROADCOM INC	4,585	$1.587M	0.3%	$159.65	+123.6%	COM	11135F101
VCSH	VANGUARD SCOTTSDALE FDS	19,818	$1.58M	0.3%	$75.73	—	SHRT TRM CORP BD	92206C409
MOAT	VANECK ETF TRUST	14,368	$1.488M	0.3%	$85.89	—	MRNGSTR WDE MOAT	92189F643
VGSH	VANGUARD SCOTTSDALE FDS	25,296	$1.486M	0.3%	$58.08	—	SHORT TERM TREAS	92206C102
SHYG	ISHARES TR	34,395	$1.475M	0.3%	$46.09	—	0-5YR HI YL CP	46434V407
NVDA	NVIDIA CORPORATION	7,857	$1.465M	0.3%	$94.81	+96.3%	COM	67066G104
IBTG	ISHARES TR	64,013	$1.464M	0.3%	$22.74	—	IBONDS 26 TRM TS	46436E858
AOA	ISHARES TR	16,251	$1.455M	0.3%	$65.18	—	CORE 80/20 AGGRE	464289859
JPM	JPMORGAN CHASE & CO.	4,346	$1.4M	0.3%	$121.81	+154.1%	COM	46625H100
IUSG	ISHARES TR	7,938	$1.333M	0.2%	$123.94	—	CORE S&P US GWT	464287671
AMZN	AMAZON COM INC	5,733	$1.323M	0.2%	$144.69	+58.1%	COM	023135106
MRK	MERCK & CO INC	12,490	$1.315M	0.2%	$69.68	+33.8%	COM	58933Y105
MDY	SPDR S&P MIDCAP 400 ETF TR	2,067	$1.247M	0.2%	$357.81	—	UTSER1 S&PDCRP	78467Y107
SCHD	SCHWAB STRATEGIC TR	44,323	$1.216M	0.2%	$41.34	—	US DIVIDEND EQ	808524797
VTI	VANGUARD INDEX FDS	3,414	$1.145M	0.2%	$178.76	—	TOTAL STK MKT	922908769
FMB	FIRST TR EXCH TRADED FD III	21,425	$1.096M	0.2%	$52.48	—	MANAGD MUN ETF	33739N108
XSOE	WISDOMTREE TR	27,978	$1.092M	0.2%	$38.77	—	EM EX ST-OWNED	97717X578
RSP	INVESCO EXCHANGE TRADED FD T	5,407	$1.036M	0.2%	$127.22	—	S&P500 EQL WGT	46137V357
IBTH	ISHARES TR	45,938	$1.032M	0.2%	$22.29	—	IBONDS 27 TRM TS	46436E841
VEA	VANGUARD TAX-MANAGED FDS	15,916	$994K	0.2%	$44.39	—	VAN FTSE DEV MKT	921943858
IEI	ISHARES TR	8,271	$987K	0.2%	$118.83	—	3 7 YR TREAS BD	464288661
VO	VANGUARD INDEX FDS	3,358	$975K	0.2%	$159.86	—	MID CAP ETF	922908629
BAI	BLACKROCK ETF TRUST	29,226	$973K	0.2%	$33.30	—	ISHARES A I INNO	09290C780
ILTB	ISHARES TR	19,067	$948K	0.2%	$55.58	—	CORE LT USDB ETF	464289479
BUFR	FIRST TR EXCHNG TRADED FD VI	26,998	$925K	0.2%	$27.57	—	FT VEST LADDERED	33740F755
PM	PHILIP MORRIS INTL INC	5,731	$919K	0.2%	$61.32	+150.4%	COM	718172109
VEU	VANGUARD INTL EQUITY INDEX F	12,043	$886K	0.2%	$43.13	—	ALLWRLD EX US	922042775
ZNOV	INNOVATOR ETFS TRUST	32,940	$879K	0.2%	$26.67	—	EQUITY DEFINED P	45784N809
GOOG	ALPHABET INC	2,786	$874K	0.2%	$132.48	+116.1%	CAP STK CL C	02079K107
PSEP	INNOVATOR ETFS TRUST	19,538	$854K	0.2%	$35.06	—	US EQTY PWR BUF	45782C656
DUHP	DIMENSIONAL ETF TRUST	21,855	$831K	0.2%	$31.34	—	US HIGH PROFITAB	25434V831
SSB	SOUTHSTATE BK CORP	8,805	$829K	0.2%	$96.71	-5.0%	COM	84472E102
AOR	ISHARES TR	12,609	$820K	0.2%	$49.67	—	CORE 60/40 BALAN	464289867
IEMG	ISHARES INC	11,663	$784K	0.1%	$55.73	—	CORE MSCI EMKT	46434G103
VTV	VANGUARD INDEX FDS	4,044	$772K	0.1%	$141.37	—	VALUE ETF	922908744
IBTJ	ISHARES TR	33,813	$766K	0.1%	$22.66	—	IBONDS 29 TRM TS	46436E825
IBDT	ISHARES TR	29,572	$753K	0.1%	$24.56	—	IBDS DEC28 ETF	46435U515
JMEE	J P MORGAN EXCHANGE TRADED F	11,585	$746K	0.1%	$57.61	—	SMALL & MID CAP	46641Q118
TPYP	TORTOISE CAPITAL SERIES TRUS	20,874	$737K	0.1%	$35.73	—	NORTH AMERN PIPE	890930308
VOO	VANGUARD INDEX FDS	1,159	$727K	0.1%	$499.77	—	S&P 500 ETF SHS	922908363
ACWI	ISHARES TR	5,113	$723K	0.1%	$91.18	—	MSCI ACWI ETF	464288257
ADP	AUTOMATIC DATA PROCESSING IN	2,774	$714K	0.1%	$157.81	+67.8%	COM	053015103
DEM	WISDOMTREE TR	15,150	$708K	0.1%	$41.91	—	EMER MKT HIGH FD	97717W315
COWG	PACER FDS TR	20,096	$708K	0.1%	$35.59	—	US LRG CP CASH	69374H360
FMHI	FIRST TR EXCH TRADED FD III	14,401	$690K	0.1%	$47.85	—	MUNI HI INCM ETF	33739P301
PAUG	INNOVATOR ETFS TRUST	15,516	$671K	0.1%	$36.04	—	US EQTY PWR BF	45782C680
IBDR	ISHARES TR	27,599	$669K	0.1%	$23.76	—	IBONDS DEC2026	46435GAA0
HYG	ISHARES TR	7,913	$638K	0.1%	$85.50	—	IBOXX HI YD ETF	464288513
TSLA	TESLA INC	1,416	$637K	0.1%	$244.57	+81.2%	COM	88160R101
META	META PLATFORMS INC	951	$628K	0.1%	$316.39	+110.9%	CL A	30303M102
AOM	ISHARES TR	12,962	$619K	0.1%	$41.88	—	CORE 40/60 MODER	464289875
HD	HOME DEPOT INC	1,766	$608K	0.1%	$253.56	+43.8%	COM	437076102
IBHF	ISHARES TR	26,288	$607K	0.1%	$22.46	—	IBONDS 2026 TERM	46436E528
ORCL	ORACLE CORP	3,090	$602K	0.1%	$113.45	+109.8%	COM	68389X105
NJUL	INNOVATOR ETFS TRUST	8,240	$598K	0.1%	$47.53	—	GRWT100 PWR BUF	45782C276
IBDS	ISHARES TR	24,186	$587K	0.1%	$23.73	—	IBONDS 27 ETF	46435UAA9
SDVY	FIRST TR EXCHANGE-TRADED FD	14,961	$573K	0.1%	$34.13	—	SMID RISNG ETF	33741X102
LMBS	FIRST TR EXCHANGE-TRADED FD	11,416	$571K	0.1%	$49.24	—	FST LOW OPPT EFT	33739Q200
IBDW	ISHARES TR	26,517	$561K	0.1%	$20.28	—	IBONDS DEC 2031	46436E486
IBM	INTERNATIONAL BUSINESS MACHS	1,838	$544K	0.1%	$117.64	+154.0%	COM	459200101
IWO	ISHARES TR	1,660	$536K	0.1%	$158.17	—	RUS 2000 GRW ETF	464287648
IAU	ISHARES GOLD TR	6,415	$521K	0.1%	$46.57	—	ISHARES NEW	464285204
JBND	J P MORGAN EXCHANGE TRADED F	9,596	$519K	0.1%	$53.59	—	ACTIVE BOND ETF	46654Q716
PFF	ISHARES TR	16,723	$518K	0.1%	$36.30	—	PFD AND INCM SEC	464288687
XLU	SELECT SECTOR SPDR TR	12,092	$516K	0.1%	$61.02	—	STATE STREET UTI	81369Y886
GOOGL	ALPHABET INC	1,643	$514K	0.1%	$175.49	+62.7%	CAP STK CL A	02079K305
ABBV	ABBVIE INC	2,216	$506K	0.1%	$99.59	+128.5%	COM	00287Y109
NFLX	NETFLIX INC	5,360	$503K	0.1%	$103.72	+3.9%	COM	64110L106
FPEI	FIRST TR EXCH TRADED FD III	25,614	$497K	0.1%	$18.34	—	INSTL PFD SECS	33739P855
T	AT&T INC	19,800	$492K	0.1%	$18.42	+37.2%	COM	00206R102
PFE	PFIZER INC	19,469	$485K	0.1%	$26.97	-7.2%	COM	717081103
FSMB	FIRST TR EXCH TRADED FD III	23,394	$469K	0.1%	$19.55	—	SHRT DUR MNG MUN	33739P830
MUB	ISHARES TR	4,171	$447K	0.1%	$111.37	—	NATIONAL MUN ETF	464288414
MMM	3M CO	2,782	$445K	0.1%	$103.36	+57.9%	COM	88579Y101
CLOI	VANECK ETF TRUST	8,398	$443K	0.1%	$52.84	—	CLO ETF	92189H748
BMAR	INNOVATOR ETFS TRUST	8,349	$443K	0.1%	$45.54	—	US EQTY BUFR MAR	45782C391
NEAR	ISHARES U S ETF TR	8,648	$442K	0.1%	$50.21	—	SHORT DURATION B	46431W507
BOCT	INNOVATOR ETFS TRUST	8,637	$427K	0.1%	$42.45	—	US EQTY BUF OCT	45782C771
SUB	ISHARES TR	3,962	$423K	0.1%	$104.95	—	SHRT NAT MUN ETF	464288158
IBTL	ISHARES TR	20,416	$419K	0.1%	$20.33	—	IBONDS DEC 2031	46436E460
ALL	ALLSTATE CORP	2,000	$416K	0.1%	$86.64	+135.5%	COM	020002101
MO	ALTRIA GROUP INC	6,982	$403K	0.1%	$29.76	+99.5%	COM	02209S103
FHEQ	FIDELITY GREENWOOD STREET TR	13,000	$402K	0.1%	$30.91	—	HEDGED EQTY ETF	31624J745
FYEE	FIDELITY GREENWOOD STREET TR	13,900	$399K	0.1%	$28.68	—	YIELD ENHANCED E	31624J729
FPE	FIRST TR EXCH TRADED FD III	21,530	$392K	0.1%	$20.05	—	PFD SECS INC ETF	33739E108
IOCT	INNOVATOR ETFS TRUST	11,147	$389K	0.1%	$30.78	—	INTERNATIONAL DV	45782C631
JSCP	J P MORGAN EXCHANGE TRADED F	8,058	$383K	0.1%	$46.52	—	SHORT DURA CORE	46641Q274
FSEP	FIRST TR EXCHNG TRADED FD VI	7,314	$377K	0.1%	$35.16	—	FT VEST US EQT	33740U307
FAUG	FIRST TR EXCHNG TRADED FD VI	6,815	$361K	0.1%	$38.73	—	FT VEST US EQT	33740F862
SJNK	SPDR SERIES TRUST	14,209	$360K	0.1%	$24.29	—	STATE STREET SPD	78468R408
PMAR	INNOVATOR ETFS TRUST	7,962	$358K	0.1%	$39.93	—	US EQTY PWR BUF	45782C383
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,177	$358K	0.1%	$226.58	—	SPONSORED ADS	874039100
ZOCT	INNOVATOR ETFS TRUST	13,121	$352K	0.1%	$26.58	—	EQUITY DEFIN 1YR	45784N700
NFTY	FIRST TR EXCH TRD ALPHDX FD	6,026	$351K	0.1%	$59.97	—	INDIA NFTY50 EQW	33737J802
EFAV	ISHARES TR	4,055	$350K	0.1%	$74.20	—	MSCI EAFE MIN VL	46429B689
IBTI	ISHARES TR	15,443	$345K	0.1%	$22.29	—	IBONDS 28 TRM TS	46436E833
APD	AIR PRODS & CHEMS INC	1,380	$341K	0.1%	$196.26	+28.2%	COM	009158106
LMT	LOCKHEED MARTIN CORP	703	$340K	0.1%	$365.17	+30.4%	COM	539830109
HON	HONEYWELL INTL INC	1,693	$330K	0.1%	$152.84	+27.6%	COM	438516106
JPIE	J P MORGAN EXCHANGE TRADED F	7,012	$325K	0.1%	$46.33	—	INCOME ETF	46641Q159
PFEB	INNOVATOR ETFS TRUST	7,937	$323K	0.1%	$34.80	—	US EQTY PWR BUF	45782C417
ZAUG	INNOVATOR ETFS TRUST	12,046	$322K	0.1%	$26.46	—	EQUITY DEFINED P	45783Y111
NOC	NORTHROP GRUMMAN CORP	558	$318K	0.1%	$351.85	+64.5%	COM	666807102
XLE	SELECT SECTOR SPDR TR	7,003	$313K	0.1%	$69.65	—	STATE STREET ENE	81369Y506
MAR	MARRIOTT INTL INC NEW	1,000	$310K	0.1%	$198.52	+43.7%	CL A	571903202
VZ	VERIZON COMMUNICATIONS INC	7,548	$307K	0.1%	$38.29	+5.7%	COM	92343V104
AMGN	AMGEN INC	926	$303K	0.1%	$241.84	+30.6%	COM	031162100
DFAS	DIMENSIONAL ETF TRUST	4,270	$297K	0.1%	$51.15	—	US SMALL CAP ETF	25434V500
EFA	ISHARES TR	3,097	$297K	0.1%	$71.72	—	MSCI EAFE ETF	464287465
MDLZ	MONDELEZ INTL INC	5,333	$287K	0.1%	$48.58	+17.4%	CL A	609207105
SO	SOUTHERN CO	3,290	$287K	0.1%	$55.33	+64.3%	COM	842587107
IJUL	INNOVATOR ETFS TRUST	8,495	$285K	0.1%	$26.82	—	INTRNL DEV JULY	45782C722
LLY	ELI LILLY & CO	261	$280K	0.1%	$955.55	0.0%	COM	532457108
PNOV	INNOVATOR ETFS TRUST	6,661	$278K	0.1%	$41.78	—	US EQTY PWR BUF	45782C573
BNDX	VANGUARD CHARLOTTE FDS	5,728	$277K	0.1%	$49.13	—	TOTAL INT BD ETF	92203J407
NSEP	INNOVATOR ETFS TRUST	9,329	$273K	0.1%	$28.67	—	GROWTH 100 POWER	45784N205
LQD	ISHARES TR	2,384	$263K	0.0%	$130.11	—	IBOXX INV CP ETF	464287242
FTSL	FIRST TR EXCHANGE-TRADED FD	5,591	$257K	0.0%	$45.36	—	SENIOR LN FD	33738D309
BSCS	INVESCO EXCH TRD SLF IDX FD	12,294	$253K	0.0%	$19.68	—	INVSCO BLSH 28	46138J643
KO	COCA COLA CO	3,602	$252K	0.0%	$49.16	+41.2%	COM	191216100
BIV	VANGUARD BD INDEX FDS	3,211	$250K	0.0%	$78.23	—	INTERMED TERM	921937819
COST	COSTCO WHSL CORP NEW	289	$249K	0.0%	$802.99	+12.8%	COM	22160K105
AMD	ADVANCED MICRO DEVICES INC	1,147	$246K	0.0%	$224.60	0.0%	COM	007903107
SHV	ISHARES TR	2,215	$244K	0.0%	$110.63	—	TRUST ISHARE 0-1	464288679
XOM	EXXON MOBIL CORP	1,978	$238K	0.0%	$68.91	+67.6%	COM	30231G102
MTUM	ISHARES TR	935	$234K	0.0%	$240.54	—	MSCI USA MMENTM	46432F396
EEMV	ISHARES INC	3,639	$233K	0.0%	$58.47	—	MSCI EMERG MRKT	464286533
BUFD	FIRST TR EXCHNG TRADED FD VI	8,243	$233K	0.0%	$24.95	—	FT VEST LADDERED	33740U703
BSEP	INNOVATOR ETFS TRUST	4,713	$232K	0.0%	$48.29	—	US EQTY BUF SEP	45782C664
ECL	ECOLAB INC	877	$230K	0.0%	$175.85	+51.1%	COM	278865100
GE	GE AEROSPACE	747	$230K	0.0%	$272.69	+10.3%	COM NEW	369604301
IBMO	ISHARES TR	8,918	$229K	0.0%	$25.46	—	IBONDS DEC 26	46435U259
JPIN	J P MORGAN EXCHANGE TRADED F	3,241	$221K	0.0%	$64.23	—	DIV RTN INT EQ	46641Q209
DIS	DISNEY WALT CO	1,924	$219K	0.0%	$103.52	+5.8%	COM	254687106
BRK/B	BERKSHIRE HATHAWAY INC DEL	433	$218K	0.0%	$461.73	+7.8%	CL B NEW	084670702
IBDV	ISHARES TR	9,803	$216K	0.0%	$21.64	—	IBONDS DEC 2030	46436E726
MCD	MCDONALDS CORP	698	$213K	0.0%	$271.31	+12.5%	COM	580135101
IDV	ISHARES TR	5,324	$210K	0.0%	$39.45	—	INTL SEL DIV ETF	464288448
CVX	CHEVRON CORP NEW	1,370	$209K	0.0%	$136.19	+11.2%	COM	166764100
NEE	NEXTERA ENERGY INC	2,581	$207K	0.0%	$64.05	+28.8%	COM	65339F101
FLOT	ISHARES TR	4,007	$204K	0.0%	$50.83	—	FLTG RATE NT ETF	46429B655
RF	REGIONS FINANCIAL CORP NEW	7,500	$203K	0.0%	$25.37	0.0%	COM	7591EP100
WFC	WELLS FARGO CO NEW	2,170	$202K	0.0%	$86.63	0.0%	COM	949746101
SGOV	ISHARES TR	2,004	$201K	0.0%	$100.65	—	0-3 MNTH TREASRY	46436E718