| Apple Inc. (AAPL) | $858.4M | 3.52% | 2,974,072 | +193,278 | Added |
| iShares Core S&P 500 ETF (IVV) | $702.0M | 2.88% | 936,468 | +85,318 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $643.0M | 2.64% | 8,336,989 | +559,186 | Added |
| NVIDIA Corp. (NVDA) | $598.4M | 2.46% | 2,989,211 | +345,377 | Added |
| Microsoft Corp. (MSFT) | $566.3M | 2.32% | 1,521,203 | +110,219 | Added |
| iShares Trust (AGG) | $420.9M | 1.73% | 4,253,416 | +336,585 | Added |
| Dimensional ETF Trust (DFAI) | $405.6M | 1.67% | 9,826,699 | +721,527 | Added |
| Broadcom Inc. (AVGO) | $361.2M | 1.48% | 956,184 | +72,590 | Added |
| Alphabet Inc. (GOOGL) | $342.9M | 1.41% | 959,152 | +50,637 | Added |
| iShares Core MSCI Eafe ETF (IEFA) | $331.3M | 1.36% | 3,429,402 | +124,714 | Added |
| Amazon.com Inc. (AMZN) | $322.1M | 1.32% | 1,356,188 | +94,452 | Added |
| JPMorgan Chase & Co. (JPM) | $306.3M | 1.26% | 935,957 | -661 | Held |
| SPDR S&P 500 (SPY) | $251.3M | 1.03% | 336,534 | +28,218 | Added |
| Micron Technology Inc. (MU) | $248.6M | 1.02% | 214,598 | +21,331 | Added |
| Vanguard S&P 500 (VOO) | $241.1M | 0.99% | 353,195 | +49,456 | Added |
| Eli Lilly & Co. (LLY) | $217.0M | 0.89% | 180,745 | +9,049 | Added |
| Vanguard Charlotte FDS (BNDX) | $209.6M | 0.86% | 4,325,800 | +366,156 | Added |
| Johnson & Johnson (JNJ) | $205.7M | 0.84% | 809,873 | +49,143 | Added |
| Vanguard Growth ETF (VUG) | $186.1M | 0.76% | 2,160,364 | +233,866 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $175.3M | 0.72% | 2,115,509 | +132,523 | Added |
| Meta Platforms, Inc. (META) | $170.6M | 0.70% | 303,172 | +22,316 | Added |
| Walmart Inc. (WMT) | $162.9M | 0.67% | 1,439,555 | +77,477 | Added |
| Alphabet Inc. (GOOG) | $150.7M | 0.62% | 423,378 | +40,725 | Added |
| Visa Inc. (V) | $149.2M | 0.61% | 434,725 | +33,600 | Added |
| Vanguard Specialized Funds (VIG) | $143.6M | 0.59% | 607,172 | +36,391 | Added |
| iShares Edge MSCI USA Quality F (QUAL) | $143.5M | 0.59% | 653,307 | -12,405 | Trimmed |
| Capital Group Dividend Value (CGDV) | $141.9M | 0.58% | 2,876,171 | +228,337 | Added |
| Cisco Systems, Inc. (CSCO) | $139.2M | 0.57% | 1,185,234 | +83,731 | Added |
| Vanguard Ftse Developed Markets (VEA) | $136.5M | 0.56% | 1,916,431 | +595,217 | Added |
| Vanguard Value ETF (VTV) | $131.6M | 0.54% | 603,952 | +104,539 | Added |
| Applied Materials Inc. (AMAT) | $130.8M | 0.54% | 181,284 | +12,027 | Added |
| iShares Core S&P Small-Cap ETF (IJR) | $126.9M | 0.52% | 854,086 | +40,231 | Added |
| Costco Wholesale Corp. (COST) | $123.2M | 0.51% | 131,634 | +14,156 | Added |
| Caterpillar Inc. (CAT) | $117.6M | 0.48% | 110,167 | +1,924 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $117.6M | 0.48% | 234,928 | +18,570 | Added |
| Vanguard BD Index FDS (BSV) | $114.3M | 0.47% | 1,466,522 | +170,026 | Added |
| Invesco QQQ Trust (QQQ) | $111.9M | 0.46% | 152,043 | +20,872 | Added |
| VG Totl STK Vprs (VTI) | $111.3M | 0.46% | 300,858 | +42,331 | Added |
| Goldman Sachs Group Inc. (GS) | $109.3M | 0.45% | 108,055 | -400 | Trimmed |
| AbbVie Inc. (ABBV) | $107.2M | 0.44% | 425,683 | +28,759 | Added |
| Tesla, Inc. (TSLA) | $107.0M | 0.44% | 254,220 | +8,917 | Added |
| Capital Group Growth ETF (CGGR) | $106.8M | 0.44% | 2,262,117 | +22,663 | Added |
| Capital GRP Fixed Incm ETF T (CGCP) | $106.6M | 0.44% | 4,779,471 | -121,938 | Trimmed |
| Amgen Inc. (AMGN) | $101.7M | 0.42% | 280,838 | +806 | Added |
| ExxonMobil Holdings Corp. (XOM) | $100.1M | 0.41% | 732,418 | +17,467 | Added |
| Home Depot, Inc. (HD) | $97.7M | 0.40% | 277,010 | +13,770 | Added |
| Vanguard Mid Cap Index ETF (VO) | $96.9M | 0.40% | 1,202,798 | +121,446 | Added |
| PNC Financial Services Group, Inc. (PNC) | $92.9M | 0.38% | 376,961 | +22,752 | Added |
| McDonald's Corp. (MCD) | $88.8M | 0.36% | 328,339 | +17,836 | Added |
| BlackRock, Inc. (BLK) | $88.3M | 0.36% | 91,869 | +7,960 | Added |
| Chevron Corp. (CVX) | $88.0M | 0.36% | 530,923 | +7,819 | Added |
| Analog Devices Inc. (ADI) | $86.8M | 0.36% | 218,626 | +17,984 | Added |
| Procter & Gamble Co. (PG) | $86.7M | 0.36% | 591,584 | -95,221 | Trimmed |
| American Centy ETF Trust (AVLV) | $85.2M | 0.35% | 933,121 | +41,657 | Added |
| Morgan Stanley ETF Trust (EVIM) | $84.8M | 0.35% | 1,589,828 | +136,712 | Added |
| Technology Select Sector SPDR ETF (XLK) | $83.3M | 0.34% | 437,082 | -3,824 | Trimmed |
| NextEra Energy Inc. (NEE) | $80.2M | 0.33% | 913,761 | +65,804 | Added |
| International Business Machines Corp. (IBM) | $78.1M | 0.32% | 269,706 | +23,040 | Added |
| Eaton Corp. plc (ETN) | $78.1M | 0.32% | 183,176 | +18,416 | Added |
| Aflac Inc. (AFL) | $77.1M | 0.32% | 658,408 | +67,828 | Added |
| American Century ETF Trust (AVDE) | $76.6M | 0.31% | 858,519 | +64,518 | Added |
| Capital Group GBL Growth Eqt (CGGO) | $76.5M | 0.31% | 1,805,738 | -138,756 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $72.7M | 0.30% | 151,689 | +20,669 | Added |
| Palo Alto Networks Inc. (PANW) | $72.6M | 0.30% | 213,317 | -61,522 | Trimmed |
| Merck & Co., Inc. (MRK) | $72.3M | 0.30% | 562,388 | +55,794 | Added |
| Automatic Data Processing Inc. (ADP) | $71.4M | 0.29% | 318,744 | +26,148 | Added |
| Vanguard Ftse Emerging Markets (VWO) | $70.7M | 0.29% | 1,185,271 | +119,201 | Added |
| Verizon Communications Inc. (VZ) | $70.5M | 0.29% | 1,666,682 | -54,531 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $70.5M | 0.29% | 121,087 | +1,071 | Added |
| General Dynamics Corp. (GD) | $70.2M | 0.29% | 198,131 | +13,396 | Added |
| Janus Detroit STR Trust (JAAA) | $70.0M | 0.29% | 1,382,506 | +204,881 | Added |
| Chubb Ltd. (CB) | $68.3M | 0.28% | 200,613 | +15,371 | Added |
| TJX Companies Inc. (TJX) | $64.4M | 0.26% | 424,987 | +34,650 | Added |
| PepsiCo Inc. (PEP) | $63.7M | 0.26% | 471,030 | +20,333 | Added |
| Lowe's Companies Inc. (LOW) | $63.0M | 0.26% | 286,055 | +6,869 | Added |
| iShares Trust (ITOT) | $63.0M | 0.26% | 382,673 | +16,715 | Added |
| Constellation Energy Corp. (CEG) | $61.6M | 0.25% | 248,107 | +22,551 | Added |
| Lam Research Corp. (LRCX) | $59.9M | 0.25% | 137,597 | +7,833 | Added |
| General Electric Co. (GE) | $59.8M | 0.25% | 160,214 | +10,504 | Added |
| Vanguard Intermediate-Term Corp. (VCIT) | $58.7M | 0.24% | 709,689 | +109,159 | Added |
| Linde plc (LIN) | $55.4M | 0.23% | 106,787 | +11,383 | Added |
| iShares S&P Growth Index FD (IVW) | $55.3M | 0.23% | 401,071 | -35,471 | Trimmed |
| Vanguard Small Cap ETF (VB) | $55.3M | 0.23% | 182,529 | +21,112 | Added |
| Abbott Laboratories (ABT) | $54.8M | 0.23% | 602,718 | +26,573 | Added |
| BlackRock ETF Trust (DYNF) | $54.4M | 0.22% | 797,304 | +215,525 | Added |
| Williams Companies, Inc. (WMB) | $54.3M | 0.22% | 729,623 | +37,860 | Added |
| Capital Group Core Equity Et (CGUS) | $54.2M | 0.22% | 1,217,530 | -62,040 | Trimmed |
| EOG Resources Inc. (EOG) | $54.0M | 0.22% | 415,549 | -11,211 | Trimmed |
| SPDR Gold Trust (GLD) | $53.4M | 0.22% | 144,903 | +1,411 | Added |
| Qualcomm Inc. (QCOM) | $53.2M | 0.22% | 285,912 | -4,618 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $53.0M | 0.22% | 450,237 | -14,453 | Trimmed |
| Oracle Corp. (ORCL) | $52.3M | 0.21% | 357,315 | +33,726 | Added |
| Invesco Exchange Traded FD T (RSP) | $51.8M | 0.21% | 243,367 | -8,875 | Trimmed |
| Capital Group Intl Focus Eqt (CGXU) | $51.7M | 0.21% | 1,491,516 | +46,519 | Added |
| UnitedHealth Group Inc. (UNH) | $51.1M | 0.21% | 123,068 | +18,752 | Added |
| RTX Corp. (RTX) | $50.9M | 0.21% | 268,122 | +10,489 | Added |
| Gilead Sciences, Inc. (GILD) | $50.8M | 0.21% | 403,145 | +18,877 | Added |
| KLA Corp. (KLAC) | $49.4M | 0.20% | 163,510 | +19,620 | Added |
| Mastercard Inc. (MA) | $48.6M | 0.20% | 94,251 | +9,982 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $48.3M | 0.20% | 63,153 | +1,763 | Added |