Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	386,330	$130M	15.2%	$215.67	—	TOTAL STK MKT	922908769
IEFA	ISHARES TR	583,284	$52.18M	6.1%	$71.84	—	CORE MSCI EAFE	46432F842
IVAL	EA SERIES TRUST	1,389,492	$43.71M	5.1%	$25.29	—	INTL QUAN VALUE	02072L201
ITAN	EA SERIES TRUST	792,783	$29.36M	3.5%	$24.41	—	SPARKLINE INTANG	02072L771
QMOM	EA SERIES TRUST	428,269	$27.96M	3.3%	$48.64	—	US QUAN MOMENTUM	02072L409
SYLD	CAMBRIA ETF TR	386,989	$26.9M	3.2%	$62.50	—	SHSHLD YIELD ETF	132061201
HYMB	SPDR SERIES TRUST	1,062,705	$26.5M	3.1%	$31.87	—	STATE STREET SPD	78464A284
SCHF	SCHWAB STRATEGIC TR	1,048,663	$25.21M	3.0%	$26.77	—	INTL EQTY ETF	808524805
TBIL	RBB FD INC	485,572	$24.22M	2.8%	$49.88	—	US TREAS 3 MNTH	74933W452
TFI	SPDR SERIES TRUST	441,931	$20.2M	2.4%	$48.14	—	STATE STREET SPD	78468R721
IQDG	WISDOMTREE TR	466,981	$19.37M	2.3%	$35.17	—	INTL QULTY DIV	97717X131
AAPL	APPLE INC	70,873	$19.27M	2.3%	$174.92	+53.4%	COM	037833100
DLN	WISDOMTREE TR	212,263	$18.7M	2.2%	$66.15	—	US LARGECAP DIVD	97717W307
SCHZ	SCHWAB STRATEGIC TR	789,604	$18.45M	2.2%	$33.75	—	US AGGREGATE B	808524839
DFCF	DIMENSIONAL ETF TRUST	425,300	$18.1M	2.1%	$42.26	—	CORE FIXED INCOM	25434V872
MUB	ISHARES TR	148,750	$15.93M	1.9%	$108.21	—	NATIONAL MUN ETF	464288414
HYD	VANECK ETF TRUST	301,236	$15.4M	1.8%	$52.98	—	HIGH YLD MUNIETF	92189H409
SCHG	SCHWAB STRATEGIC TR	451,937	$14.74M	1.7%	$45.01	—	US LCAP GR ETF	808524300
AVUV	AMERICAN CENTY ETF TR	134,340	$13.7M	1.6%	$82.02	—	US SML CP VALU	025072877
NVDA	NVIDIA CORPORATION	71,443	$13.32M	1.6%	$97.62	+90.7%	COM	67066G104
MSFT	MICROSOFT CORP	26,961	$13.04M	1.5%	$335.63	+49.1%	COM	594918104
IVV	ISHARES TR	17,542	$12.02M	1.4%	$487.73	—	CORE S&P500 ETF	464287200
SCHX	SCHWAB STRATEGIC TR	430,740	$11.59M	1.4%	$41.12	—	US LRG CAP ETF	808524201
VEA	VANGUARD TAX-MANAGED FDS	139,223	$8.697M	1.0%	$50.68	—	VAN FTSE DEV MKT	921943858
VUG	VANGUARD INDEX FDS	15,510	$7.567M	0.9%	$282.10	—	GROWTH ETF	922908736
TSLA	TESLA INC	14,866	$6.686M	0.8%	$319.33	+38.8%	COM	88160R101
IFLN	INVESCO EXCH TRADED FD TR II	331,072	$6.158M	0.7%	$18.27	—	FNDMNTL HY CRP	46138E719
META	META PLATFORMS INC	9,080	$5.994M	0.7%	$372.40	+79.2%	CL A	30303M102
AMZN	AMAZON COM INC	25,247	$5.827M	0.7%	$140.56	+62.8%	COM	023135106
EFG	ISHARES TR	51,102	$5.822M	0.7%	$94.37	—	EAFE GRWTH ETF	464288885
GOOGL	ALPHABET INC	17,757	$5.558M	0.7%	$125.14	+128.2%	CAP STK CL A	02079K305
VXUS	VANGUARD STAR FDS	63,702	$4.806M	0.6%	$62.16	—	VG TL INTL STK F	921909768
SPY	SPDR S&P 500 ETF TR	6,782	$4.625M	0.5%	$496.12	—	TR UNIT	78462F103
AMGN	AMGEN INC	13,911	$4.553M	0.5%	$185.15	+70.7%	COM	031162100
JPM	JPMORGAN CHASE & CO.	14,123	$4.551M	0.5%	$164.98	+87.6%	COM	46625H100
VOO	VANGUARD INDEX FDS	6,572	$4.121M	0.5%	$470.71	—	S&P 500 ETF SHS	922908363
V	VISA INC	11,734	$4.115M	0.5%	$239.22	+42.3%	COM CL A	92826C839
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,651	$3.343M	0.4%	$342.05	+45.5%	CL B NEW	084670702
AVGO	BROADCOM INC	9,616	$3.328M	0.4%	$167.46	+113.2%	COM	11135F101
SCHM	SCHWAB STRATEGIC TR	106,531	$3.203M	0.4%	$45.31	—	US MID-CAP ETF	808524508
GOOG	ALPHABET INC	10,079	$3.163M	0.4%	$124.92	+129.2%	CAP STK CL C	02079K107
VO	VANGUARD INDEX FDS	10,553	$3.063M	0.4%	$243.89	—	MID CAP ETF	922908629
BITW	BITWISE 10 CRYPTO INDEX ETF	48,253	$2.835M	0.3%	$58.76	—	UNIT BENEFICIAL	091749101
DFSI	DIMENSIONAL ETF TRUST	66,032	$2.829M	0.3%	$33.43	—	INTERNATIONAL	25434V690
EFV	ISHARES TR	37,164	$2.654M	0.3%	$48.56	—	EAFE VALUE ETF	464288877
AAEQ	EA SERIES TRUST	53,012	$2.615M	0.3%	$49.33	—	ALPHA ARCHITECT	02072Q358
SCHD	SCHWAB STRATEGIC TR	94,945	$2.604M	0.3%	$40.16	—	US DIVIDEND EQ	808524797
SCHA	SCHWAB STRATEGIC TR	89,210	$2.541M	0.3%	$47.47	—	US SML CAP ETF	808524607
IWF	ISHARES TR	5,306	$2.511M	0.3%	$307.62	—	RUS 1000 GRW ETF	464287614
IWM	ISHARES TR	10,089	$2.483M	0.3%	$218.34	—	RUSSELL 2000 ETF	464287655
IXUS	ISHARES TR	28,970	$2.452M	0.3%	$68.97	—	CORE MSCI TOTAL	46432F834
COMP	COMPASS INC	228,942	$2.42M	0.3%	$6.33	+44.0%	CL A	20464U100
QQQ	INVESCO QQQ TR	3,841	$2.36M	0.3%	$407.27	—	UNIT SER 1	46090E103
NULG	NUSHARES ETF TR	24,048	$2.352M	0.3%	$66.63	—	NUVEEN ESG LRGCP	67092P201
IJR	ISHARES TR	19,310	$2.321M	0.3%	$113.05	—	CORE S&P SCP ETF	464287804
DSI	ISHARES TR	17,983	$2.317M	0.3%	$85.74	—	ESG MSCI KLD 400	464288570
MDY	SPDR S&P MIDCAP 400 ETF TR	3,785	$2.283M	0.3%	$509.88	—	UTSER1 S&PDCRP	78467Y107
VB	VANGUARD INDEX FDS	8,396	$2.166M	0.3%	$221.81	—	SMALL CP ETF	922908751
AAUS	EA SERIES TRUST	38,206	$2.105M	0.2%	$53.99	—	ALPHA ARCHITECT	02072Q853
NULV	NUSHARES ETF TR	45,681	$2.058M	0.2%	$38.48	—	NUVEEN ESG LRGVL	67092P300
IJH	ISHARES TR	30,537	$2.015M	0.2%	$104.48	—	CORE S&P MCP ETF	464287507
MA	MASTERCARD INCORPORATED	3,422	$1.953M	0.2%	$349.47	+59.9%	CL A	57636Q104
EQIX	EQUINIX INC	2,396	$1.836M	0.2%	$880.48	-11.3%	COM	29444U700
AVUS	AMERICAN CENTY ETF TR	16,420	$1.835M	0.2%	$111.78	—	US EQT ETF	025072885
ABBV	ABBVIE INC	7,554	$1.726M	0.2%	$154.52	+47.3%	COM	00287Y109
LLY	ELI LILLY & CO	1,596	$1.715M	0.2%	$460.32	+107.6%	COM	532457108
AMD	ADVANCED MICRO DEVICES INC	7,864	$1.684M	0.2%	$135.43	+65.8%	COM	007903107
AVSD	AMERICAN CENTY ETF TR	21,586	$1.603M	0.2%	$56.32	—	AVANTIS RESPONSI	025072299
NYF	ISHARES TR	29,545	$1.581M	0.2%	$53.26	—	NEW YORK MUN ETF	464288323
JNJ	JOHNSON & JOHNSON	7,597	$1.572M	0.2%	$151.01	+30.5%	COM	478160104
TOL	TOLL BROTHERS INC	11,562	$1.563M	0.2%	$130.53	+4.0%	COM	889478103
NUSC	NUSHARES ETF TR	32,613	$1.456M	0.2%	$39.04	—	NUVEEN ESG SMLCP	67092P607
VOE	VANGUARD INDEX FDS	8,052	$1.428M	0.2%	$152.35	—	MCAP VL IDXVIP	922908512
DMXF	ISHARES TR	18,242	$1.371M	0.2%	$66.55	—	ESG EAFE ETF	46436E759
XOM	EXXON MOBIL CORP	11,377	$1.369M	0.2%	$84.70	+36.4%	COM	30231G102
VTEB	VANGUARD MUN BD FDS	25,875	$1.301M	0.2%	$49.90	—	TAX EXEMPT BD	922907746
APH	AMPHENOL CORP NEW	9,423	$1.273M	0.1%	$68.00	+96.4%	CL A	032095101
CL	COLGATE PALMOLIVE CO	16,022	$1.266M	0.1%	$73.07	+7.2%	COM	194162103
NUMG	NUSHARES ETF TR	26,176	$1.25M	0.1%	$42.64	—	NUVEEN ESG MIDCP	67092P409
DFSV	DIMENSIONAL ETF TRUST	37,021	$1.218M	0.1%	$27.35	—	US SMALL CAP VAL	25434V815
PLTR	PALANTIR TECHNOLOGIES INC	6,678	$1.187M	0.1%	$64.21	+182.0%	CL A	69608A108
UNH	UNITEDHEALTH GROUP INC	3,536	$1.167M	0.1%	$428.83	-21.4%	COM	91324P102
MU	MICRON TECHNOLOGY INC	4,006	$1.143M	0.1%	$80.69	+184.2%	COM	595112103
NUMV	NUSHARES ETF TR	28,979	$1.133M	0.1%	$31.69	—	NUVEEN ESG MIDVL	67092P508
VIG	VANGUARD SPECIALIZED FUNDS	5,147	$1.131M	0.1%	$177.48	—	DIV APP ETF	921908844
ISRG	INTUITIVE SURGICAL INC	1,947	$1.103M	0.1%	$438.04	+21.5%	COM NEW	46120E602
ORCL	ORACLE CORP	5,624	$1.096M	0.1%	$122.80	+93.8%	COM	68389X105
WMT	WALMART INC	9,776	$1.089M	0.1%	$58.67	+82.7%	COM	931142103
SHOP	SHOPIFY INC	6,579	$1.059M	0.1%	$90.08	+78.2%	CL A SUB VTG SHS	82509L107
COST	COSTCO WHSL CORP NEW	1,146	$988K	0.1%	$613.52	+47.6%	COM	22160K105
NFLX	NETFLIX INC	10,427	$978K	0.1%	$100.93	+6.8%	COM	64110L106
IWP	ISHARES TR	7,046	$965K	0.1%	$116.71	—	RUS MD CP GR ETF	464287481
AGG	ISHARES TR	9,571	$956K	0.1%	$105.22	—	CORE US AGGBD ET	464287226
RTX	RTX CORPORATION	5,061	$928K	0.1%	$100.50	+72.5%	COM	75513E101
VWO	VANGUARD INTL EQUITY INDEX F	16,153	$868K	0.1%	$45.40	—	FTSE EMR MKT ETF	922042858
BX	BLACKSTONE INC	5,600	$863K	0.1%	$118.03	+28.3%	COM	09260D107
HD	HOME DEPOT INC	2,499	$860K	0.1%	$326.67	+11.6%	COM	437076102
VOT	VANGUARD INDEX FDS	3,060	$854K	0.1%	$258.39	—	MCAP GR IDXVIP	922908538
IWS	ISHARES TR	5,954	$840K	0.1%	$123.45	—	RUS MDCP VAL ETF	464287473
FNDX	SCHWAB STRATEGIC TR	30,311	$825K	0.1%	$23.67	—	FUNDAMENTAL US L	808524771
PG	PROCTER AND GAMBLE CO	5,510	$790K	0.1%	$138.79	+6.0%	COM	742718109
BAC	BANK AMERICA CORP	13,952	$767K	0.1%	$37.03	+42.2%	COM	060505104
LEN	LENNAR CORP	7,424	$763K	0.1%	$123.58	-2.3%	CL A	526057104
UBER	UBER TECHNOLOGIES INC	9,301	$760K	0.1%	$45.29	+98.8%	COM	90353T100
EFA	ISHARES TR	7,771	$746K	0.1%	$75.61	—	MSCI EAFE ETF	464287465
GS	GOLDMAN SACHS GROUP INC	835	$734K	0.1%	$375.24	+116.8%	COM	38141G104
IBM	INTERNATIONAL BUSINESS MACHS	2,415	$715K	0.1%	$173.58	+72.1%	COM	459200101
CSCO	CISCO SYS INC	9,154	$705K	0.1%	$48.38	+52.5%	COM	17275R102
JMST	J P MORGAN EXCHANGE TRADED F	13,612	$693K	0.1%	$50.94	—	ULTRA SHT MUNCPL	46641Q654
NOW	SERVICENOW INC	4,509	$691K	0.1%	$164.25	+4.4%	COM	81762P102
RCL	ROYAL CARIBBEAN GROUP	2,447	$682K	0.1%	$266.21	+5.8%	COM	V7780T103
CSX	CSX CORP	18,733	$679K	0.1%	$33.93	+5.2%	COM	126408103
CVX	CHEVRON CORP NEW	4,370	$666K	0.1%	$132.55	+14.2%	COM	166764100
GE	GE AEROSPACE	2,153	$663K	0.1%	$117.22	+156.6%	COM NEW	369604301
FNDF	SCHWAB STRATEGIC TR	14,239	$644K	0.1%	$33.56	—	FUNDAMENTAL INTL	808524755
APP	APPLOVIN CORP	944	$636K	0.1%	$260.38	+142.0%	COM CL A	03831W108
EEM	ISHARES TR	11,574	$633K	0.1%	$47.60	—	MSCI EMG MKT ETF	464287234
ADI	ANALOG DEVICES INC	2,280	$618K	0.1%	$198.13	+26.5%	COM	032654105
SPMD	SPDR SERIES TRUST	10,630	$616K	0.1%	$49.72	—	STATE STREET SPD	78464A847
PRFZ	INVESCO EXCHANGE TRADED FD T	12,997	$596K	0.1%	$41.23	—	RAFI US 1500	46137V597
IWY	ISHARES TR	2,126	$589K	0.1%	$125.34	—	RUS TP200 GR ETF	464289438
IDXX	IDEXX LABS INC	870	$589K	0.1%	$485.80	+40.2%	COM	45168D104
INTU	INTUIT	888	$588K	0.1%	$636.12	+3.9%	COM	461202103
KO	COCA COLA CO	8,373	$585K	0.1%	$53.27	+30.3%	COM	191216100
SCHV	SCHWAB STRATEGIC TR	19,610	$581K	0.1%	$41.65	—	US LCAP VA ETF	808524409
ABT	ABBOTT LABS	4,608	$577K	0.1%	$119.86	+6.2%	COM	002824100
PXF	INVESCO EXCH TRADED FD TR II	8,573	$562K	0.1%	$48.72	—	RAFI DVLPD MRKTS	46138E743
PRF	INVESCO EXCHANGE TRADED FD T	11,623	$545K	0.1%	$40.34	—	RAFI US 1000 ETF	46137V613
SUB	ISHARES TR	5,078	$542K	0.1%	$105.59	—	SHRT NAT MUN ETF	464288158
AXP	AMERICAN EXPRESS CO	1,459	$540K	0.1%	$205.18	+74.0%	COM	025816109
VTV	VANGUARD INDEX FDS	2,815	$538K	0.1%	$178.99	—	VALUE ETF	922908744
DIS	DISNEY WALT CO	4,624	$526K	0.1%	$124.18	-11.8%	COM	254687106
MRK	MERCK & CO INC	4,964	$522K	0.1%	$88.52	+5.3%	COM	58933Y105
GBTC	GRAYSCALE BITCOIN TRUST ETF	7,642	$522K	0.1%	$76.44	—	SHS REP COM UT	389637109
CRM	SALESFORCE INC	1,927	$510K	0.1%	$275.38	-9.9%	COM	79466L302
IEMG	ISHARES INC	7,380	$496K	0.1%	$52.82	—	CORE MSCI EMKT	46434G103
APD	AIR PRODS & CHEMS INC	1,949	$481K	0.1%	$275.47	-8.6%	COM	009158106
SCHB	SCHWAB STRATEGIC TR	18,321	$481K	0.1%	$40.82	—	US BRD MKT ETF	808524102
BND	VANGUARD BD INDEX FDS	6,469	$479K	0.1%	$74.33	—	TOTAL BND MRKT	921937835
ROK	ROCKWELL AUTOMATION INC	1,223	$476K	0.1%	$288.65	+30.0%	COM	773903109
PXH	INVESCO EXCH TRADED FD TR II	18,217	$470K	0.1%	$20.62	—	RAFI EMRGNG MRKT	46138E727
ADBE	ADOBE INC	1,319	$462K	0.1%	$580.14	-41.4%	COM	00724F101
MCD	MCDONALDS CORP	1,489	$455K	0.1%	$236.67	+28.9%	COM	580135101
COF	CAPITAL ONE FINL CORP	1,871	$453K	0.1%	$187.93	+18.2%	COM	14040H105
HON	HONEYWELL INTL INC	2,298	$448K	0.1%	$182.43	+6.9%	COM	438516106
WFC	WELLS FARGO CO NEW	4,793	$447K	0.1%	$53.54	+61.8%	COM	949746101
GILD	GILEAD SCIENCES INC	3,574	$439K	0.1%	$62.09	+94.7%	COM	375558103
IWV	ISHARES TR	1,114	$431K	0.1%	$217.81	—	RUSSELL 3000 ETF	464287689
DHR	DANAHER CORPORATION	1,870	$428K	0.1%	$256.41	-14.4%	COM	235851102
QCOM	QUALCOMM INC	2,481	$424K	0.0%	$134.42	+27.1%	COM	747525103
PODD	INSULET CORP	1,490	$424K	0.0%	$209.37	+49.3%	COM	45784P101
T	AT&T INC	16,717	$415K	0.0%	$19.40	+30.3%	COM	00206R102
OKE	ONEOK INC NEW	5,489	$403K	0.0%	$81.29	-13.3%	COM	682680103
DXCM	DEXCOM INC	6,073	$403K	0.0%	$89.71	-27.9%	COM	252131107
MTD	METTLER TOLEDO INTERNATIONAL	285	$397K	0.0%	$1398.08	-0.1%	COM	592688105
CAT	CATERPILLAR INC	681	$390K	0.0%	$327.22	+69.8%	COM	149123101
NEE	NEXTERA ENERGY INC	4,848	$389K	0.0%	$56.86	+45.1%	COM	65339F101
CRWD	CROWDSTRIKE HLDGS INC	825	$387K	0.0%	$382.05	+33.3%	CL A	22788C105
PM	PHILIP MORRIS INTL INC	2,398	$385K	0.0%	$102.67	+49.6%	COM	718172109
ED	CONSOLIDATED EDISON INC	3,859	$383K	0.0%	$76.34	+29.4%	COM	209115104
TJX	TJX COS INC NEW	2,479	$381K	0.0%	$103.13	+43.2%	COM	872540109
PEP	PEPSICO INC	2,585	$371K	0.0%	$145.67	+0.2%	COM	713448108
IYW	ISHARES TR	1,818	$363K	0.0%	$108.87	—	U.S. TECH ETF	464287721
VV	VANGUARD INDEX FDS	1,139	$359K	0.0%	$263.85	—	LARGE CAP ETF	922908637
TMO	THERMO FISHER SCIENTIFIC INC	610	$353K	0.0%	$476.79	+18.5%	COM	883556102
AVDE	AMERICAN CENTY ETF TR	4,253	$350K	0.0%	$82.32	—	INTL EQT ETF	025072703
IUSG	ISHARES TR	2,053	$345K	0.0%	$99.05	—	CORE S&P US GWT	464287671
DUK	DUKE ENERGY CORP NEW	2,895	$339K	0.0%	$89.20	+36.3%	COM NEW	26441C204
LRCX	LAM RESEARCH CORP	1,981	$339K	0.0%	$106.60	+45.7%	COM NEW	512807306
VZ	VERIZON COMMUNICATIONS INC	8,279	$337K	0.0%	$33.39	+21.3%	COM	92343V104
GEV	GE VERNOVA INC	515	$337K	0.0%	$415.97	+46.4%	COM	36828A101
LIN	LINDE PLC	789	$336K	0.0%	$376.23	+13.6%	SHS	G54950103
MS	MORGAN STANLEY	1,894	$336K	0.0%	$127.36	+30.7%	COM NEW	617446448
PFE	PFIZER INC	13,393	$333K	0.0%	$35.95	-30.4%	COM	717081103
RJF	RAYMOND JAMES FINL INC	2,070	$332K	0.0%	$102.14	+57.6%	COM	754730109
AMAT	APPLIED MATLS INC	1,291	$332K	0.0%	$159.92	+49.8%	COM	038222105
BLK	BLACKROCK INC	308	$330K	0.0%	$933.09	+16.8%	COM	09290D101
GD	GENERAL DYNAMICS CORP	978	$329K	0.0%	$244.30	+39.5%	COM	369550108
XSOE	WISDOMTREE TR	8,331	$325K	0.0%	$33.56	—	EM EX ST-OWNED	97717X578
IWR	ISHARES TR	3,360	$323K	0.0%	$92.76	—	RUS MID CAP ETF	464287499
PEG	PUBLIC SVC ENTERPRISE GRP IN	3,897	$313K	0.0%	$80.62	+0.6%	COM	744573106
AVLV	AMERICAN CENTY ETF TR	4,111	$311K	0.0%	$75.77	—	US LARGE CAP VLU	025072349
IAU	ISHARES GOLD TR	3,810	$309K	0.0%	$58.96	—	ISHARES NEW	464285204
ETN	EATON CORP PLC	958	$305K	0.0%	$281.58	+25.9%	SHS	G29183103
EMR	EMERSON ELEC CO	2,299	$305K	0.0%	$101.27	+30.7%	COM	291011104
PH	PARKER-HANNIFIN CORP	347	$305K	0.0%	$648.59	+26.1%	COM	701094104
C	CITIGROUP INC	2,482	$290K	0.0%	$94.57	+9.6%	COM NEW	172967424
BK	BANK NEW YORK MELLON CORP	2,428	$282K	0.0%	$75.71	+46.0%	COM	064058100
LOW	LOWES COS INC	1,152	$278K	0.0%	$242.35	-1.0%	COM	548661107
DIA	SPDR DOW JONES INDL AVERAGE	570	$274K	0.0%	$376.96	—	UT SER 1	78467X109
BA	BOEING CO	1,259	$273K	0.0%	$160.49	+28.1%	COM	097023105
BNDX	VANGUARD CHARLOTTE FDS	5,643	$273K	0.0%	$52.37	—	TOTAL INT BD ETF	92203J407
CB	CHUBB LIMITED	853	$266K	0.0%	$281.87	+3.7%	COM	H1467J104
HUM	HUMANA INC	1,037	$266K	0.0%	$263.16	-0.7%	COM	444859102
WELL	WELLTOWER INC	1,430	$265K	0.0%	$148.83	+25.3%	COM	95040Q104
KLAC	KLA CORP	218	$265K	0.0%	$930.36	+26.0%	COM NEW	482480100
CVS	CVS HEALTH CORP	3,195	$254K	0.0%	$64.66	+21.7%	COM	126650100
CMCSA	COMCAST CORP NEW	8,479	$253K	0.0%	$31.38	-9.1%	CL A	20030N101
MCK	MCKESSON CORP	306	$251K	0.0%	$703.74	+15.9%	COM	58155Q103
IWB	ISHARES TR	668	$249K	0.0%	$300.29	—	RUS 1000 ETF	464287622
SPGI	S&P GLOBAL INC	475	$248K	0.0%	$491.25	+0.6%	COM	78409V104
PGR	PROGRESSIVE CORP	1,083	$247K	0.0%	$232.84	-8.8%	COM	743315103
AMP	AMERIPRISE FINL INC	497	$244K	0.0%	$426.54	+11.1%	COM	03076C106
ANET	ARISTA NETWORKS INC	1,848	$242K	0.0%	$128.77	+6.9%	COM SHS	040413205
MELI	MERCADOLIBRE INC	120	$242K	0.0%	$1902.45	+10.4%	COM	58733R102
GLD	SPDR GOLD TR	609	$241K	0.0%	$355.47	—	GOLD SHS	78463V107
TPR	TAPESTRY INC	1,882	$240K	0.0%	$104.34	+9.3%	COM	876030107
XBIL	RBB FD INC	4,734	$237K	0.0%	$50.13	—	US TRSRY 6 MNTH	74933W460
RSP	INVESCO EXCHANGE TRADED FD T	1,226	$235K	0.0%	$181.75	—	S&P500 EQL WGT	46137V357
TRV	TRAVELERS COMPANIES INC	802	$233K	0.0%	$244.86	+14.6%	COM	89417E109
BOXX	EA SERIES TRUST	2,020	$233K	0.0%	$115.10	—	ALPHA ARCH 1-3	02072L565
GM	GENERAL MTRS CO	2,844	$231K	0.0%	$55.55	+26.7%	COM	37045V100
BKNG	BOOKING HOLDINGS INC	42	$225K	0.0%	$4789.90	+7.3%	COM	09857L108
WM	WASTE MGMT INC DEL	987	$217K	0.0%	$218.42	-2.7%	COM	94106L109
VEEV	VEEVA SYS INC	940	$210K	0.0%	$230.40	+15.2%	CL A COM	922475108
IJJ	ISHARES TR	1,594	$210K	0.0%	$123.58	—	S&P MC 400VL ETF	464287705
ESGD	ISHARES TR	2,198	$209K	0.0%	$89.22	—	ESG AW MSCI EAFE	46435G516
IJK	ISHARES TR	2,150	$208K	0.0%	$90.98	—	S&P MC 400GR ETF	464287606
XLK	SELECT SECTOR SPDR TR	1,432	$206K	0.0%	$212.95	—	STATE STREET TEC	81369Y803
HIG	HARTFORD INSURANCE GROUP INC	1,491	$205K	0.0%	$131.57	0.0%	COM	416515104
VXF	VANGUARD INDEX FDS	966	$202K	0.0%	$209.07	—	EXTEND MKT ETF	922908652
UNP	UNION PAC CORP	871	$202K	0.0%	$223.15	+1.9%	COM	907818108
SO	SOUTHERN CO	2,305	$201K	0.0%	$82.12	+10.7%	COM	842587107
MMM	3M CO	1,255	$201K	0.0%	$163.18	0.0%	COM	88579Y101
SCHW	SCHWAB CHARLES CORP	2,009	$201K	0.0%	$94.54	+0.2%	COM	808513105
BLND	BLEND LABS INC	31,361	$95,337	0.0%	$4.30	-25.9%	CL A	09352U108
RIG	TRANSOCEAN LTD	12,517	$51,695	0.0%	$2.64	+47.1%	REGISTERED SHS	H8817H100
WTI	W & T OFFSHORE INC	11,632	$18,960	0.0%	$1.49	+29.2%	COM	92922P106