Newton One Investments LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTEB	VANGUARD MUN BD FDS	288,485 (+2.0%)	$14,508 (+2.5%)	4.3%	$50.66	—	TAX EXEMPT BD	922907746
IXUS	ISHARES TR	99,217 (+1.1%)	$8,398 (+3.7%)	2.5%	$66.53	—	CORE MSCI TOTAL	46432F834
VTV	VANGUARD INDEX FDS	26,402 (+2.6%)	$5,042 (+5.0%)	1.5%	$135.58	—	VALUE ETF	922908744
AAPL	APPLE INC	10,194 (+2.2%)	$2,771 (+9.1%)	0.8%	$125.93	+113.1%	COM	037833100
VB	VANGUARD INDEX FDS	21,010 (+1.6%)	$5,419 (+3.0%)	1.6%	$196.53	—	SMALL CP ETF	922908751
IJR	ISHARES TR	32,461 (+2.2%)	$3,901 (+3.3%)	1.2%	$96.90	—	CORE S&P SCP ETF	464287804
VSS	VANGUARD INTL EQUITY INDEX F	23,504 (+2.6%)	$3,369 (+3.2%)	1.0%	$104.64	—	FTSE SMCAP ETF	922042718
VPL	VANGUARD INTL EQUITY INDEX F	2,130 (+2.7%)	$193 (+5.7%)	0.1%	$71.56	—	FTSE PACIFIC ETF	922042866
NFLX	NETFLIX INC	380 (+900.0%)	$36 (-21.8%)	0.0%	$105.26	+2.4%	COM	64110L106
HODL	VANECK BITCOIN ETF	1,842 (+22.2%)	$46 (-6.6%)	0.0%	$39.28	—	SH BEN INT	92189K105
MO	ALTRIA GROUP INC	412 (+1.5%)	$24 (-11.3%)	0.0%	$49.35	+20.3%	COM	02209S103
SCHC	SCHWAB STRATEGIC TR	1,899 (+3.5%)	$86 (+3.5%)	0.0%	$34.71	—	INTL SCEQT ETF	808524888
CWI	SPDR INDEX SHS FDS	1,444 (+1.8%)	$52 (+4.7%)	0.0%	$28.13	—	MSCI ACWI EXUS	78463X848
SCHE	SCHWAB STRATEGIC TR	2,764 (+2.8%)	$91 (+0.9%)	0.0%	$26.80	—	EMRG MKTEQ ETF	808524706
KO	COCA COLA CO	137 (+1.5%)	$10 (+7.0%)	0.0%	$63.18	+9.8%	COM	191216100
SCZ	ISHARES TR	216 (+1.9%)	$17 (+3.0%)	0.0%	$61.19	—	EAFE SML CP ETF	464288273
CVX	CHEVRON CORP NEW	335 (+1.2%)	$51 (-0.7%)	0.0%	$145.55	+4.0%	COM	166764100
D	DOMINION ENERGY INC	152 (+1.3%)	$9 (-3.1%)	0.0%	$54.16	+10.3%	COM	25746U109
DOW	DOW INC	202 (+1.5%)	$5 (+3.4%)	0.0%	$41.92	-45.7%	COM	260557103
KHC	KRAFT HEINZ CO	88 (+1.1%)	$2 (-5.3%)	0.0%	$30.43	-19.1%	COM	500754106

Exited Positions (1)

VXUS VANGUARD STAR FDS 0.0%

Value ($000) $0 Shares 6 Est. Cost $59.00 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VXUS	VANGUARD STAR FDS	6	$0	0.0%	$59.00	—	—	921909768

Decreased Positions (15)

VUG VANGUARD INDEX FDS 12.3%

Value ($000) $41,810 (-1.2%) Shares 85,702 (-2.9%) Est. Cost $311.55 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 8.0%

Value ($000) $26,969 (+1.3%) Shares 366,632 (-1.7%) Est. Cost $53.16 Unrealized —

IVV ISHARES TR 15.5%

Value ($000) $52,392 (-0.5%) Shares 76,492 (-2.8%) Est. Cost $588.86 Unrealized —

IJT ISHARES TR 2.4%

Value ($000) $7,982 (-2.4%) Shares 56,548 (-2.1%) Est. Cost $115.56 Unrealized —

VTI VANGUARD INDEX FDS 2.7%

Value ($000) $9,261 (-0.7%) Shares 27,621 (-2.8%) Est. Cost $212.49 Unrealized —

USMV ISHARES TR 0.0%

Value ($000) $35 (-39.9%) Shares 368 (-39.3%) Est. Cost $88.79 Unrealized —

IWO ISHARES TR 0.2%

Value ($000) $769 (-2.7%) Shares 2,380 (-3.6%) Est. Cost $282.80 Unrealized —

IJH ISHARES TR 5.8%

Value ($000) $19,612 (+0.1%) Shares 297,156 (-1.0%) Est. Cost $68.95 Unrealized —

SPY SPDR S&P 500 ETF TR 0.3%

Value ($000) $1,015 (-1.5%) Shares 1,488 (-3.8%) Est. Cost $500.59 Unrealized —

VV VANGUARD INDEX FDS 0.1%

Value ($000) $417 (-3.3%) Shares 1,324 (-5.4%) Est. Cost $175.64 Unrealized —

IEMG ISHARES INC 0.0%

Value ($000) $33 (-11.4%) Shares 497 (-13.1%) Est. Cost $60.03 Unrealized —

VONG VANGUARD SCOTTSDALE FDS 0.0%

Value ($000) $77 (-2.7%) Shares 631 (-3.7%) Est. Cost $109.20 Unrealized —

IEFA ISHARES TR 0.0%

Value ($000) $119 (-1.7%) Shares 1,333 (-4.0%) Est. Cost $74.25 Unrealized —

VSGX VANGUARD WORLD FD 0.0%

Value ($000) $19 (+2.2%) Shares 268 (-1.1%) Est. Cost $56.75 Unrealized —

IWF ISHARES TR 0.2%

Value ($000) $509 (-0.1%) Shares 1,075 (-1.1%) Est. Cost $286.30 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VUG	VANGUARD INDEX FDS	85,702 (-2.9%)	$41,810 (-1.2%)	12.3%	$311.55	—	GROWTH ETF	922908736
VEU	VANGUARD INTL EQUITY INDEX F	366,632 (-1.7%)	$26,969 (+1.3%)	8.0%	$53.16	—	ALLWRLD EX US	922042775
IVV	ISHARES TR	76,492 (-2.8%)	$52,392 (-0.5%)	15.5%	$588.86	—	CORE S&P500 ETF	464287200
IJT	ISHARES TR	56,548 (-2.1%)	$7,982 (-2.4%)	2.4%	$115.56	—	S&P SML 600 GWT	464287887
VTI	VANGUARD INDEX FDS	27,621 (-2.8%)	$9,261 (-0.7%)	2.7%	$212.49	—	TOTAL STK MKT	922908769
USMV	ISHARES TR	368 (-39.3%)	$35 (-39.9%)	0.0%	$88.79	—	MSCI USA MIN VOL	46429B697
IWO	ISHARES TR	2,380 (-3.6%)	$769 (-2.7%)	0.2%	$282.80	—	RUS 2000 GRW ETF	464287648
IJH	ISHARES TR	297,156 (-1.0%)	$19,612 (+0.1%)	5.8%	$68.95	—	CORE S&P MCP ETF	464287507
SPY	SPDR S&P 500 ETF TR	1,488 (-3.8%)	$1,015 (-1.5%)	0.3%	$500.59	—	TR UNIT	78462F103
VV	VANGUARD INDEX FDS	1,324 (-5.4%)	$417 (-3.3%)	0.1%	$175.64	—	LARGE CAP ETF	922908637
IEMG	ISHARES INC	497 (-13.1%)	$33 (-11.4%)	0.0%	$60.03	—	CORE MSCI EMKT	46434G103
VONG	VANGUARD SCOTTSDALE FDS	631 (-3.7%)	$77 (-2.7%)	0.0%	$109.20	—	VNG RUS1000GRW	92206C680
IEFA	ISHARES TR	1,333 (-4.0%)	$119 (-1.7%)	0.0%	$74.25	—	CORE MSCI EAFE	46432F842
VSGX	VANGUARD WORLD FD	268 (-1.1%)	$19 (+2.2%)	0.0%	$56.75	—	ESG INTL STK ETF	921910725
IWF	ISHARES TR	1,075 (-1.1%)	$509 (-0.1%)	0.2%	$286.30	—	RUS 1000 GRW ETF	464287614

Unchanged Positions (84)

IWD ISHARES TR 3.2%

Value ($000) $10,838 Shares 51,527 Est. Cost $137.02 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 3.1%

Value ($000) $10,467 Shares 194,691 Est. Cost $42.11 Unrealized —

ORCL ORACLE CORP 0.1%

Value ($000) $303 Shares 1,553 Est. Cost $55.51 Unrealized +328.8%

SCHM SCHWAB STRATEGIC TR 1.7%

Value ($000) $5,806 Shares 193,068 Est. Cost $69.80 Unrealized —

GS GOLDMAN SACHS GROUP INC 0.1%

Value ($000) $448 Shares 509 Est. Cost $197.01 Unrealized +312.9%

META META PLATFORMS INC 0.1%

Value ($000) $362 Shares 549 Est. Cost $272.24 Unrealized +145.1%

VBR VANGUARD INDEX FDS 0.6%

Value ($000) $2,172 Shares 10,255 Est. Cost $145.08 Unrealized —

CEG CONSTELLATION ENERGY CORP 0.2%

Value ($000) $539 Shares 1,525 Est. Cost $47.25 Unrealized +668.7%

ATEC ALPHATEC HLDGS INC 0.0%

Value ($000) $116 Shares 5,500 Est. Cost $7.98 Unrealized +131.9%

VT VANGUARD INTL EQUITY INDEX F 0.4%

Value ($000) $1,190 Shares 8,438 Est. Cost $93.56 Unrealized —

IJS ISHARES TR 0.2%

Value ($000) $699 Shares 6,147 Est. Cost $105.36 Unrealized —

DFUV DIMENSIONAL ETF TRUST 0.1%

Value ($000) $392 Shares 8,419 Est. Cost $32.04 Unrealized —

AMZN AMAZON COM INC 0.1%

Value ($000) $295 Shares 1,280 Est. Cost $122.28 Unrealized +87.1%

GOOGL ALPHABET INC 0.0%

Value ($000) $63 Shares 200 Est. Cost $174.14 Unrealized +64.0%

BND VANGUARD BD INDEX FDS 16.6%

Value ($000) $56,285 Shares 759,888 Est. Cost $76.92 Unrealized —

VGK VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $221 Shares 2,639 Est. Cost $63.68 Unrealized —

IVE ISHARES TR 0.1%

Value ($000) $372 Shares 1,752 Est. Cost $145.36 Unrealized —

IVW ISHARES TR 0.1%

Value ($000) $456 Shares 3,697 Est. Cost $59.13 Unrealized —

JPM JPMORGAN CHASE & CO. 0.1%

Value ($000) $350 Shares 1,086 Est. Cost $98.14 Unrealized +215.4%

PG PROCTER AND GAMBLE CO 0.0%

Value ($000) $127 Shares 888 Est. Cost $165.73 Unrealized -11.2%

UNH UNITEDHEALTH GROUP INC 0.1%

Value ($000) $205 Shares 622 Est. Cost $369.03 Unrealized -8.6%

DD DUPONT DE NEMOURS INC 0.0%

Value ($000) $7 Shares 180 Est. Cost $33.84 Unrealized +10.5%

DOL WISDOMTREE TR 0.0%

Value ($000) $122 Shares 1,853 Est. Cost $49.44 Unrealized —

EXC EXELON CORP 0.1%

Value ($000) $200 Shares 4,578 Est. Cost $37.26 Unrealized +22.0%

DE DEERE & CO 0.1%

Value ($000) $302 Shares 650 Est. Cost $232.12 Unrealized +101.5%

IBM INTERNATIONAL BUSINESS MACHS 0.0%

Value ($000) $105 Shares 356 Est. Cost $216.31 Unrealized +38.1%

IWV ISHARES TR 0.1%

Value ($000) $227 Shares 586 Est. Cost $223.83 Unrealized —

ADP AUTOMATIC DATA PROCESSING IN 0.0%

Value ($000) $38 Shares 148 Est. Cost $287.90 Unrealized -8.0%

AON AON PLC 0.1%

Value ($000) $471 Shares 1,335 Est. Cost $196.52 Unrealized +77.7%

VCIT VANGUARD SCOTTSDALE FDS 11.2%

Value ($000) $37,824 Shares 451,628 Est. Cost $82.42 Unrealized —

VXF VANGUARD INDEX FDS 0.2%

Value ($000) $538 Shares 2,572 Est. Cost $164.24 Unrealized —

MCD MCDONALDS CORP 0.1%

Value ($000) $324 Shares 1,059 Est. Cost $200.35 Unrealized +52.3%

VIG VANGUARD SPECIALIZED FUNDS 0.0%

Value ($000) $140 Shares 635 Est. Cost $195.88 Unrealized —

JNJ JOHNSON & JOHNSON 0.0%

Value ($000) $32 Shares 153 Est. Cost $149.59 Unrealized +31.7%

VYM VANGUARD WHITEHALL FDS 0.1%

Value ($000) $185 Shares 1,288 Est. Cost $91.33 Unrealized —

RVMD REVOLUTION MEDICINES INC 0.0%

Value ($000) $8 Shares 100 Est. Cost $50.47 Unrealized +29.9%

PPL PPL CORP 0.0%

Value ($000) $53 Shares 1,524 Est. Cost $31.71 Unrealized +13.0%

T AT&T INC 0.0%

Value ($000) $24 Shares 950 Est. Cost $21.51 Unrealized +17.5%

APD AIR PRODS & CHEMS INC 0.0%

Value ($000) $33 Shares 134 Est. Cost $304.00 Unrealized -17.2%

PINS PINTEREST INC 0.0%

Value ($000) $13 Shares 500 Est. Cost $31.43 Unrealized -8.4%

VZ VERIZON COMMUNICATIONS INC 0.0%

Value ($000) $40 Shares 986 Est. Cost $39.40 Unrealized +2.8%

WFC WELLS FARGO CO NEW 0.0%

Value ($000) $29 Shares 311 Est. Cost $66.67 Unrealized +29.9%

DFAS DIMENSIONAL ETF TRUST 0.0%

Value ($000) $161 Shares 2,317 Est. Cost $65.07 Unrealized —

UTZ UTZ BRANDS INC 0.0%

Value ($000) $18 Shares 1,721 Est. Cost $16.90 Unrealized -36.2%

MSFT MICROSOFT CORP 0.0%

Value ($000) $36 Shares 75 Est. Cost $415.44 Unrealized +20.5%

LYFT LYFT INC 0.0%

Value ($000) $19 Shares 962 Est. Cost $14.82 Unrealized +40.2%

HD HOME DEPOT INC 0.0%

Value ($000) $14 Shares 40 Est. Cost $397.26 Unrealized -8.2%

VONV VANGUARD SCOTTSDALE FDS 0.0%

Value ($000) $74 Shares 799 Est. Cost $85.21 Unrealized —

WBD WARNER BROS DISCOVERY INC 0.0%

Value ($000) $7 Shares 229 Est. Cost $9.29 Unrealized +151.5%

MDLZ MONDELEZ INTL INC 0.0%

Value ($000) $13 Shares 245 Est. Cost $63.61 Unrealized -10.3%

PEP PEPSICO INC 0.0%

Value ($000) $90 Shares 627 Est. Cost $156.03 Unrealized -6.5%

IYW ISHARES TR 0.0%

Value ($000) $96 Shares 478 Est. Cost $159.37 Unrealized —

XOM EXXON MOBIL CORP 0.0%

Value ($000) $25 Shares 204 Est. Cost $112.23 Unrealized +2.9%

ESGV VANGUARD WORLD FD 0.0%

Value ($000) $75 Shares 618 Est. Cost $104.94 Unrealized —

IWM ISHARES TR 0.0%

Value ($000) $81 Shares 329 Est. Cost $220.99 Unrealized —

CSCO CISCO SYS INC 0.0%

Value ($000) $12 Shares 161 Est. Cost $55.37 Unrealized +33.3%

DGRO ISHARES TR 0.0%

Value ($000) $60 Shares 862 Est. Cost $61.35 Unrealized —

PM PHILIP MORRIS INTL INC 0.0%

Value ($000) $138 Shares 860 Est. Cost $120.59 Unrealized +27.3%

DLR DIGITAL RLTY TR INC 0.0%

Value ($000) $8 Shares 51 Est. Cost $170.89 Unrealized -4.5%

EMR EMERSON ELEC CO 0.0%

Value ($000) $52 Shares 395 Est. Cost $119.02 Unrealized +11.2%

CMCSA COMCAST CORP NEW 0.0%

Value ($000) $15 Shares 491 Est. Cost $39.99 Unrealized -28.7%

MDY SPDR S&P MIDCAP 400 ETF TR 0.0%

Value ($000) $62 Shares 102 Est. Cost $571.34 Unrealized —

QCOM QUALCOMM INC 0.0%

Value ($000) $23 Shares 133 Est. Cost $159.52 Unrealized +7.1%

VO VANGUARD INDEX FDS 0.0%

Value ($000) $48 Shares 167 Est. Cost $279.83 Unrealized —

GEV GE VERNOVA INC 0.0%

Value ($000) $10 Shares 15 Est. Cost $311.89 Unrealized +95.3%

MMM 3M CO 0.0%

Value ($000) $16 Shares 102 Est. Cost $128.54 Unrealized +26.9%

UPS UNITED PARCEL SERVICE INC 0.0%

Value ($000) $3 Shares 33 Est. Cost $121.01 Unrealized -23.4%

ECL ECOLAB INC 0.0%

Value ($000) $14 Shares 51 Est. Cost $245.53 Unrealized +8.2%

NVO NOVO-NORDISK A S 0.0%

Value ($000) $6 Shares 115 Est. Cost $86.03 Unrealized —

GE GE AEROSPACE 0.0%

Value ($000) $19 Shares 63 Est. Cost $177.45 Unrealized +69.5%

ONON ON HLDG AG 0.0%

Value ($000) $5 Shares 114 Est. Cost $52.97 Unrealized -18.7%

VOD VODAFONE GROUP PLC NEW 0.0%

Value ($000) $2 Shares 187 Est. Cost $8.49 Unrealized —

PTON PELOTON INTERACTIVE INC 0.0%

Value ($000) $1 Shares 100 Est. Cost $7.79 Unrealized -9.7%

DGRW WISDOMTREE TR 0.0%

Value ($000) $53 Shares 595 Est. Cost $80.93 Unrealized —

SOLV SOLVENTUM CORP 0.0%

Value ($000) $2 Shares 24 Est. Cost $70.01 Unrealized +9.4%

TSLA TESLA INC 0.0%

Value ($000) $13 Shares 30 Est. Cost $329.97 Unrealized +34.3%

ETHO AMPLIFY ETF TR 0.0%

Value ($000) $4 Shares 66 Est. Cost $59.59 Unrealized —

GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%

Value ($000) $2 Shares 20 Est. Cost $84.84 Unrealized -8.2%

CTVA CORTEVA INC 0.0%

Value ($000) $12 Shares 176 Est. Cost $58.42 Unrealized +10.5%

DOUG DOUGLAS ELLIMAN INC 0.0%

Value ($000) $0 Shares 69 Est. Cost $1.92 Unrealized +33.8%

DIS DISNEY WALT CO 0.0%

Value ($000) $4 Shares 39 Est. Cost $103.87 Unrealized +5.5%

UNM UNUM GROUP 0.0%

Value ($000) $11 Shares 138 Est. Cost $68.94 Unrealized +10.9%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $59 Shares 117 Est. Cost $461.73 Unrealized +7.8%

BYND BEYOND MEAT INC 0.0%

Value ($000) $0 Shares 10 Est. Cost $5.31 Unrealized -73.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IWD	ISHARES TR	51,527	$10,838	3.2%	$137.02	—	RUS 1000 VAL ETF	464287598
VWO	VANGUARD INTL EQUITY INDEX F	194,691	$10,467	3.1%	$42.11	—	FTSE EMR MKT ETF	922042858
ORCL	ORACLE CORP	1,553	$303	0.1%	$55.51	+328.8%	COM	68389X105
SCHM	SCHWAB STRATEGIC TR	193,068	$5,806	1.7%	$69.80	—	US MID-CAP ETF	808524508
GS	GOLDMAN SACHS GROUP INC	509	$448	0.1%	$197.01	+312.9%	COM	38141G104
META	META PLATFORMS INC	549	$362	0.1%	$272.24	+145.1%	CL A	30303M102
VBR	VANGUARD INDEX FDS	10,255	$2,172	0.6%	$145.08	—	SM CP VAL ETF	922908611
CEG	CONSTELLATION ENERGY CORP	1,525	$539	0.2%	$47.25	+668.7%	COM	21037T109
ATEC	ALPHATEC HLDGS INC	5,500	$116	0.0%	$7.98	+131.9%	COM NEW	02081G201
VT	VANGUARD INTL EQUITY INDEX F	8,438	$1,190	0.4%	$93.56	—	TT WRLD ST ETF	922042742
IJS	ISHARES TR	6,147	$699	0.2%	$105.36	—	SP SMCP600VL ETF	464287879
DFUV	DIMENSIONAL ETF TRUST	8,419	$392	0.1%	$32.04	—	US MKTWIDE VALUE	25434V724
AMZN	AMAZON COM INC	1,280	$295	0.1%	$122.28	+87.1%	COM	023135106
GOOGL	ALPHABET INC	200	$63	0.0%	$174.14	+64.0%	CAP STK CL A	02079K305
BND	VANGUARD BD INDEX FDS	759,888	$56,285	16.6%	$76.92	—	TOTAL BND MRKT	921937835
VGK	VANGUARD INTL EQUITY INDEX F	2,639	$221	0.1%	$63.68	—	FTSE EUROPE ETF	922042874
IVE	ISHARES TR	1,752	$372	0.1%	$145.36	—	S&P 500 VAL ETF	464287408
IVW	ISHARES TR	3,697	$456	0.1%	$59.13	—	S&P 500 GRWT ETF	464287309
JPM	JPMORGAN CHASE & CO.	1,086	$350	0.1%	$98.14	+215.4%	COM	46625H100
PG	PROCTER AND GAMBLE CO	888	$127	0.0%	$165.73	-11.2%	COM	742718109
UNH	UNITEDHEALTH GROUP INC	622	$205	0.1%	$369.03	-8.6%	COM	91324P102
DD	DUPONT DE NEMOURS INC	180	$7	0.0%	$33.84	+10.5%	COM	26614N102
DOL	WISDOMTREE TR	1,853	$122	0.0%	$49.44	—	TRUE DEVELOPED I	97717W794
EXC	EXELON CORP	4,578	$200	0.1%	$37.26	+22.0%	COM	30161N101
DE	DEERE & CO	650	$302	0.1%	$232.12	+101.5%	COM	244199105
IBM	INTERNATIONAL BUSINESS MACHS	356	$105	0.0%	$216.31	+38.1%	COM	459200101
IWV	ISHARES TR	586	$227	0.1%	$223.83	—	RUSSELL 3000 ETF	464287689
ADP	AUTOMATIC DATA PROCESSING IN	148	$38	0.0%	$287.90	-8.0%	COM	053015103
AON	AON PLC	1,335	$471	0.1%	$196.52	+77.7%	SHS CL A	G0403H108
VCIT	VANGUARD SCOTTSDALE FDS	451,628	$37,824	11.2%	$82.42	—	INT-TERM CORP	92206C870
VXF	VANGUARD INDEX FDS	2,572	$538	0.2%	$164.24	—	EXTEND MKT ETF	922908652
MCD	MCDONALDS CORP	1,059	$324	0.1%	$200.35	+52.3%	COM	580135101
VIG	VANGUARD SPECIALIZED FUNDS	635	$140	0.0%	$195.88	—	DIV APP ETF	921908844
JNJ	JOHNSON & JOHNSON	153	$32	0.0%	$149.59	+31.7%	COM	478160104
VYM	VANGUARD WHITEHALL FDS	1,288	$185	0.1%	$91.33	—	HIGH DIV YLD	921946406
RVMD	REVOLUTION MEDICINES INC	100	$8	0.0%	$50.47	+29.9%	COM	76155X100
PPL	PPL CORP	1,524	$53	0.0%	$31.71	+13.0%	COM	69351T106
T	AT&T INC	950	$24	0.0%	$21.51	+17.5%	COM	00206R102
APD	AIR PRODS & CHEMS INC	134	$33	0.0%	$304.00	-17.2%	COM	009158106
PINS	PINTEREST INC	500	$13	0.0%	$31.43	-8.4%	CL A	72352L106
VZ	VERIZON COMMUNICATIONS INC	986	$40	0.0%	$39.40	+2.8%	COM	92343V104
WFC	WELLS FARGO CO NEW	311	$29	0.0%	$66.67	+29.9%	COM	949746101
DFAS	DIMENSIONAL ETF TRUST	2,317	$161	0.0%	$65.07	—	US SMALL CAP ETF	25434V500
UTZ	UTZ BRANDS INC	1,721	$18	0.0%	$16.90	-36.2%	COM CL A	918090101
MSFT	MICROSOFT CORP	75	$36	0.0%	$415.44	+20.5%	COM	594918104
LYFT	LYFT INC	962	$19	0.0%	$14.82	+40.2%	CL A COM	55087P104
HD	HOME DEPOT INC	40	$14	0.0%	$397.26	-8.2%	COM	437076102
VONV	VANGUARD SCOTTSDALE FDS	799	$74	0.0%	$85.21	—	VNG RUS1000VAL	92206C714
WBD	WARNER BROS DISCOVERY INC	229	$7	0.0%	$9.29	+151.5%	COM SER A	934423104
MDLZ	MONDELEZ INTL INC	245	$13	0.0%	$63.61	-10.3%	CL A	609207105
PEP	PEPSICO INC	627	$90	0.0%	$156.03	-6.5%	COM	713448108
IYW	ISHARES TR	478	$96	0.0%	$159.37	—	U.S. TECH ETF	464287721
XOM	EXXON MOBIL CORP	204	$25	0.0%	$112.23	+2.9%	COM	30231G102
ESGV	VANGUARD WORLD FD	618	$75	0.0%	$104.94	—	ESG US STK ETF	921910733
IWM	ISHARES TR	329	$81	0.0%	$220.99	—	RUSSELL 2000 ETF	464287655
CSCO	CISCO SYS INC	161	$12	0.0%	$55.37	+33.3%	COM	17275R102
DGRO	ISHARES TR	862	$60	0.0%	$61.35	—	CORE DIV GRWTH	46434V621
PM	PHILIP MORRIS INTL INC	860	$138	0.0%	$120.59	+27.3%	COM	718172109
DLR	DIGITAL RLTY TR INC	51	$8	0.0%	$170.89	-4.5%	COM	253868103
EMR	EMERSON ELEC CO	395	$52	0.0%	$119.02	+11.2%	COM	291011104
CMCSA	COMCAST CORP NEW	491	$15	0.0%	$39.99	-28.7%	CL A	20030N101
MDY	SPDR S&P MIDCAP 400 ETF TR	102	$62	0.0%	$571.34	—	UTSER1 S&PDCRP	78467Y107
QCOM	QUALCOMM INC	133	$23	0.0%	$159.52	+7.1%	COM	747525103
VO	VANGUARD INDEX FDS	167	$48	0.0%	$279.83	—	MID CAP ETF	922908629
GEV	GE VERNOVA INC	15	$10	0.0%	$311.89	+95.3%	COM	36828A101
MMM	3M CO	102	$16	0.0%	$128.54	+26.9%	COM	88579Y101
UPS	UNITED PARCEL SERVICE INC	33	$3	0.0%	$121.01	-23.4%	CL B	911312106
ECL	ECOLAB INC	51	$14	0.0%	$245.53	+8.2%	COM	278865100
NVO	NOVO-NORDISK A S	115	$6	0.0%	$86.03	—	ADR	670100205
GE	GE AEROSPACE	63	$19	0.0%	$177.45	+69.5%	COM NEW	369604301
ONON	ON HLDG AG	114	$5	0.0%	$52.97	-18.7%	NAMEN AKT A	H5919C104
VOD	VODAFONE GROUP PLC NEW	187	$2	0.0%	$8.49	—	SPONSORED ADR	92857W308
PTON	PELOTON INTERACTIVE INC	100	$1	0.0%	$7.79	-9.7%	CL A COM	70614W100
DGRW	WISDOMTREE TR	595	$53	0.0%	$80.93	—	US QTLY DIV GRT	97717X669
SOLV	SOLVENTUM CORP	24	$2	0.0%	$70.01	+9.4%	COM SHS	83444M101
TSLA	TESLA INC	30	$13	0.0%	$329.97	+34.3%	COM	88160R101
ETHO	AMPLIFY ETF TR	66	$4	0.0%	$59.59	—	AMPLIFY ETHO CLI	032108557
GEHC	GE HEALTHCARE TECHNOLOGIES I	20	$2	0.0%	$84.84	-8.2%	COMMON STOCK	36266G107
CTVA	CORTEVA INC	176	$12	0.0%	$58.42	+10.5%	COM	22052L104
DOUG	DOUGLAS ELLIMAN INC	69	$0	0.0%	$1.92	+33.8%	COM	25961D105
DIS	DISNEY WALT CO	39	$4	0.0%	$103.87	+5.5%	COM	254687106
UNM	UNUM GROUP	138	$11	0.0%	$68.94	+10.9%	COM	91529Y106
BRK/B	BERKSHIRE HATHAWAY INC DEL	117	$59	0.0%	$461.73	+7.8%	CL B NEW	084670702
BYND	BEYOND MEAT INC	10	$0	0.0%	$5.31	-73.8%	COM	08862E109