| Eli Lilly & Co. (LLY) | $1.6B | 6.37% | 1,485,360 | -9,402 | Trimmed |
| Apple Inc. (AAPL) | $874.5M | 3.49% | 3,216,562 | -170,772 | Trimmed |
| Microsoft Corp. (MSFT) | $802.1M | 3.20% | 1,658,593 | -91,362 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $705.4M | 2.81% | 1,029,808 | +16,435 | Added |
| NVIDIA Corp. (NVDA) | $703.3M | 2.81% | 3,771,095 | -300,887 | Trimmed |
| Amazon.com Inc. (AMZN) | $423.1M | 1.69% | 1,832,936 | -119,793 | Trimmed |
| Alphabet Inc. (GOOGL) | $397.8M | 1.59% | 1,270,924 | -91,064 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $344.5M | 1.37% | 1,069,071 | -35,726 | Trimmed |
| Broadcom Inc. (AVGO) | $328.9M | 1.31% | 950,377 | -47,261 | Trimmed |
| Alphabet Inc. (GOOG) | $310.6M | 1.24% | 989,922 | -55,643 | Trimmed |
| SPDR S&P 500 (SPY) | $303.3M | 1.21% | 444,770 | +10,852 | Added |
| iShares Trust (IWF) | $286.2M | 1.14% | 604,730 | -10,150 | Trimmed |
| Meta Platforms, Inc. (META) | $258.1M | 1.03% | 391,003 | -22,982 | Trimmed |
| iShares Trust (AGG) | $256.7M | 1.02% | 2,570,509 | +885,705 | Added |
| iShares Trust (EFA) | $233.4M | 0.93% | 2,429,988 | +645,794 | Added |
| iShares Russell 1000 Value Inde (IWD) | $204.9M | 0.82% | 974,143 | +13,612 | Added |
| iShares Trust (IWB) | $199.8M | 0.80% | 535,026 | +420 | Held |
| Home Depot, Inc. (HD) | $193.5M | 0.77% | 562,312 | -20,276 | Trimmed |
| Visa Inc. (V) | $188.4M | 0.75% | 537,226 | -37,687 | Trimmed |
| iShares Core S&P Mid-Cap ETF (IJH) | $183.2M | 0.73% | 2,775,837 | -5,125 | Trimmed |
| AbbVie Inc. (ABBV) | $172.1M | 0.69% | 753,358 | -31,250 | Trimmed |
| Johnson & Johnson (JNJ) | $171.4M | 0.68% | 828,197 | -23,029 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $165.0M | 0.66% | 1,371,001 | -62,832 | Trimmed |
| Tesla, Inc. (TSLA) | $161.4M | 0.64% | 358,971 | -18,273 | Trimmed |
| Walmart Inc. (WMT) | $154.6M | 0.62% | 1,387,372 | -42,873 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $154.2M | 0.61% | 306,782 | -9,815 | Trimmed |
| iShares Core S&P Small-Cap ETF (IJR) | $132.7M | 0.53% | 1,104,333 | -38,811 | Trimmed |
| RTX Corp. (RTX) | $127.1M | 0.51% | 693,082 | -23,210 | Trimmed |
| Chevron Corp. (CVX) | $120.8M | 0.48% | 792,337 | -37,961 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $120.4M | 0.48% | 1,562,947 | +10,496 | Added |
| Vanguard Ftse Developed Markets (VEA) | $115.7M | 0.46% | 1,851,395 | +32,670 | Added |
| iShares S&P Growth Index FD (IVW) | $110.5M | 0.44% | 896,757 | -56,018 | Trimmed |
| iShares Core MSCI Eafe ETF (IEFA) | $110.5M | 0.44% | 1,235,426 | +8,226 | Added |
| Dimensional ETF Trust (DFAX) | $110.2M | 0.44% | 3,368,439 | -53,004 | Trimmed |
| Vanguard Intermed Term Bond ETF (BIV) | $106.3M | 0.42% | 1,364,610 | +33,975 | Added |
| Mastercard Inc. (MA) | $103.5M | 0.41% | 181,305 | -10,915 | Trimmed |
| Bank of America Corp. (BAC) | $102.6M | 0.41% | 1,864,831 | -82,183 | Trimmed |
| Procter & Gamble Co. (PG) | $100.3M | 0.40% | 699,689 | -54,696 | Trimmed |
| Vanguard S&P 500 (VOO) | $99.7M | 0.40% | 159,051 | +1,056 | Added |
| Merck & Co., Inc. (MRK) | $98.2M | 0.39% | 932,997 | -33,676 | Trimmed |
| American Centy ETF Trust (AVLV) | $97.9M | 0.39% | 1,291,780 | -266,801 | Trimmed |
| Costco Wholesale Corp. (COST) | $95.5M | 0.38% | 110,727 | -8,510 | Trimmed |
| VG Totl STK Vprs (VTI) | $94.9M | 0.38% | 283,195 | -6,037 | Trimmed |
| Vanguard Mega Cap Growth ETF (MGK) | $94.1M | 0.38% | 228,033 | -120,282 | Trimmed |
| Coca-Cola Co. (KO) | $93.9M | 0.38% | 1,343,590 | -34,505 | Trimmed |
| Oracle Corp. (ORCL) | $93.8M | 0.37% | 481,014 | -30,097 | Trimmed |
| Vanguard Small Cap ETF (VB) | $92.4M | 0.37% | 358,110 | +995 | Added |
| Abbott Laboratories (ABT) | $92.1M | 0.37% | 735,393 | -29,650 | Trimmed |
| iShares Core MSCI Emerging Mark (IEMG) | $91.2M | 0.36% | 1,356,146 | +151,395 | Added |
| Invesco QQQ Trust (QQQ) | $84.5M | 0.34% | 137,523 | -6,317 | Trimmed |
| International Business Machines Corp. (IBM) | $82.2M | 0.33% | 277,624 | -14,730 | Trimmed |
| Vanguard Ftse Emerging Markets (VWO) | $82.1M | 0.33% | 1,527,887 | +434,969 | Added |
| Vanguard Scottsdale FDS (VONG) | $81.9M | 0.33% | 673,006 | -3,801 | Trimmed |
| iShares Russell 2000 ETF (IWM) | $78.9M | 0.32% | 320,683 | +24,203 | Added |
| United Therapeutics Corp. (UTHR) | $78.8M | 0.31% | 161,683 | +3,731 | Added |
| Wisdomtree Trust (DGRW) | $76.4M | 0.30% | 854,542 | +89,591 | Added |
| Vanguard Total Bond Market ETF (BND) | $76.0M | 0.30% | 1,026,577 | +54,224 | Added |
| Vanguard Intl Equity Index F (VGK) | $75.9M | 0.30% | 907,722 | -31,395 | Trimmed |
| Netflix Inc. (NFLX) | $72.7M | 0.29% | 775,494 | -66,796 | Trimmed |
| iShares S&P 500 Value ETF (IVE) | $72.4M | 0.29% | 341,229 | -19,637 | Trimmed |
| McDonald's Corp. (MCD) | $69.3M | 0.28% | 226,746 | -4,509 | Trimmed |
| TJX Companies Inc. (TJX) | $67.7M | 0.27% | 440,965 | -14,581 | Trimmed |
| Automatic Data Processing Inc. (ADP) | $67.1M | 0.27% | 260,999 | -9,754 | Trimmed |
| Vanguard Scottsdale FDS (VGLT) | $66.7M | 0.27% | 1,195,187 | +136,224 | Added |
| PepsiCo Inc. (PEP) | $66.5M | 0.27% | 463,242 | -19,729 | Trimmed |
| Vanguard Growth ETF (VUG) | $66.1M | 0.26% | 135,476 | +1,307 | Added |
| Wells Fargo & Company (WFC) | $65.6M | 0.26% | 704,280 | -44,167 | Trimmed |
| Invesco Exchange Traded FD T (RSP) | $64.8M | 0.26% | 338,295 | +2,445 | Added |
| Goldman Sachs Group Inc. (GS) | $64.2M | 0.26% | 73,010 | -3,038 | Trimmed |
| NextEra Energy Inc. (NEE) | $63.9M | 0.26% | 795,723 | -33,116 | Trimmed |
| Philip Morris International Inc. (PM) | $63.7M | 0.25% | 397,171 | -26,006 | Trimmed |
| Dimensional ETF Trust (DFAC) | $63.4M | 0.25% | 1,600,324 | -33,723 | Trimmed |
| Emerson Electric Co. (EMR) | $63.3M | 0.25% | 477,314 | -28,693 | Trimmed |
| iShares Select Dividend ETF (DVY) | $60.4M | 0.24% | 427,919 | -5,386 | Trimmed |
| General Electric Co. (GE) | $59.9M | 0.24% | 194,407 | -8,015 | Trimmed |
| Intuit Inc. (INTU) | $59.1M | 0.24% | 89,153 | -3,058 | Trimmed |
| Core Scientific, Inc. (CORZ) | $58.2M | 0.23% | 3,997,581 | -632,835 | Trimmed |
| Vanguard BD Index FDS (BSV) | $58.1M | 0.23% | 737,194 | -45,795 | Trimmed |
| Vanguard Mid Cap Index ETF (VO) | $58.0M | 0.23% | 199,790 | -677 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $57.5M | 0.23% | 174,227 | -17,909 | Trimmed |
| SPDR Gold Trust (GLD) | $56.0M | 0.22% | 141,420 | +1,417 | Added |
| American Express Co. (AXP) | $55.3M | 0.22% | 149,551 | -8,585 | Trimmed |
| Citigroup Inc. (C) | $53.7M | 0.21% | 460,513 | -27,805 | Trimmed |
| Corning Inc. (GLW) | $53.7M | 0.21% | 613,605 | -9,218 | Trimmed |
| iShares Trust (IWR) | $53.4M | 0.21% | 555,003 | -1,924 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $53.3M | 0.21% | 370,176 | -8,556 | Trimmed |
| Vanguard World FD (VGT) | $53.1M | 0.21% | 70,417 | -2,037 | Trimmed |
| BlackRock, Inc. (BLK) | $51.6M | 0.21% | 48,178 | -1,947 | Trimmed |
| Arthur J. Gallagher & Co. (AJG) | $51.3M | 0.20% | 198,341 | -23,884 | Trimmed |
| Thermo Fisher Scientific Inc. (TMO) | $51.2M | 0.20% | 88,308 | -3,787 | Trimmed |
| iShares Core Dividend Growth (DGRO) | $50.9M | 0.20% | 733,342 | +12,576 | Added |
| Amgen Inc. (AMGN) | $50.8M | 0.20% | 155,074 | -10,395 | Trimmed |
| Union Pacific Corp. (UNP) | $50.7M | 0.20% | 219,357 | -5,534 | Trimmed |
| Caterpillar Inc. (CAT) | $50.7M | 0.20% | 88,491 | -7,346 | Trimmed |
| Intuitive Surgical Inc. (ISRG) | $50.5M | 0.20% | 89,160 | -3,853 | Trimmed |
| Morgan Stanley (MS) | $50.0M | 0.20% | 281,661 | -18,763 | Trimmed |
| DBX ETF Trust (DBEF) | $47.5M | 0.19% | 987,939 | -48,571 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $47.0M | 0.19% | 264,648 | -23,982 | Trimmed |
| Vanguard Star FDS (VXUS) | $46.9M | 0.19% | 621,820 | -22,671 | Trimmed |
| Walt Disney Co. (DIS) | $46.9M | 0.19% | 412,151 | -30,902 | Trimmed |