| Apple Inc. (AAPL) | $462.3M | 3.21% | 1,404,218 | +270,750 | Added |
| NVIDIA Corp. (NVDA) | $450.0M | 3.12% | 1,970,540 | +507,151 | Added |
| Vanguard S&P 500 (VOO) | $423.0M | 2.93% | 603,593 | +59,980 | Added |
| Microsoft Corp. (MSFT) | $386.0M | 2.68% | 752,616 | +107,795 | Added |
| iShares Core S&P 500 ETF (IVV) | $294.1M | 2.04% | 384,008 | +184,200 | Added |
| Amazon.com Inc. (AMZN) | $242.5M | 1.68% | 973,401 | +252,417 | Added |
| SPDR S&P 500 (SPY) | $213.5M | 1.48% | 279,993 | +45,046 | Added |
| Alphabet Inc. (GOOGL) | $182.2M | 1.26% | 529,427 | +91,846 | Added |
| Invesco QQQ Trust (QQQ) | $157.4M | 1.09% | 212,787 | +9,174 | Added |
| iShares Core MSCI Eafe ETF (IEFA) | $132.9M | 0.92% | 1,371,452 | +439,072 | Added |
| Broadcom Inc. (AVGO) | $124.5M | 0.86% | 354,629 | +51,310 | Added |
| Vanguard Value ETF (VTV) | $122.6M | 0.85% | 567,363 | +83,992 | Added |
| VG Totl STK Vprs (VTI) | $119.7M | 0.83% | 319,962 | +29,812 | Added |
| Alphabet Inc. (GOOG) | $116.6M | 0.81% | 342,191 | +58,300 | Added |
| Meta Platforms, Inc. (META) | $113.9M | 0.79% | 157,064 | +20,433 | Added |
| JPMorgan Chase & Co. (JPM) | $109.8M | 0.76% | 331,813 | +54,774 | Added |
| Micron Technology Inc. (MU) | $109.0M | 0.76% | 102,314 | +10,964 | Added |
| Vanguard Growth ETF (VUG) | $102.8M | 0.71% | 1,140,797 | +67,383 | Added |
| Vanguard World FD (VGT) | $95.9M | 0.67% | 763,152 | +536,168 | Added |
| Fidelity Merrimack STR Trust (FBND) | $92.6M | 0.64% | 2,139,542 | +703,893 | Added |
| Technology Select Sector SPDR ETF (XLK) | $92.4M | 0.64% | 472,165 | -7,628 | Trimmed |
| iShares Trust (AGG) | $91.8M | 0.64% | 970,619 | +257,526 | Added |
| iShares Core Total USD Bond Market ETF (IUSB) | $89.8M | 0.62% | 2,037,669 | +1,429,147 | Added |
| iShares Core S&P Small-Cap ETF (IJR) | $84.6M | 0.59% | 622,199 | +80,058 | Added |
| ExxonMobil Holdings Corp. (XOM) | $82.9M | 0.57% | 509,579 | +509,579 | New position |
| iShares Core MSCI Emerging Mark (IEMG) | $80.1M | 0.56% | 986,974 | +291,661 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $74.2M | 0.52% | 1,031,156 | +205,554 | Added |
| Eli Lilly & Co. (LLY) | $73.9M | 0.51% | 63,892 | +17,056 | Added |
| Vanguard Ftse Developed Markets (VEA) | $70.8M | 0.49% | 1,002,291 | +231,381 | Added |
| Walmart Inc. (WMT) | $70.1M | 0.49% | 674,480 | +35,556 | Added |
| SPDR Ser Trust (BIL) | $68.5M | 0.47% | 747,372 | +337,885 | Added |
| Vanguard Ftse Emerging Markets (VWO) | $65.8M | 0.46% | 1,108,627 | +15,689 | Added |
| First Trust Exchange-Traded FD (LMBS) | $65.4M | 0.45% | 1,349,939 | +34,589 | Added |
| Vanguard Specialized Funds (VIG) | $63.9M | 0.44% | 274,064 | +38,948 | Added |
| Advanced Micro Devices Inc. (AMD) | $61.9M | 0.43% | 101,173 | +17,781 | Added |
| Vaneck ETF Trust (SMH) | $61.1M | 0.42% | 100,335 | +15,287 | Added |
| Johnson & Johnson (JNJ) | $60.9M | 0.42% | 230,042 | -2,719 | Trimmed |
| iShares Russell 1000 Value Inde (IWD) | $60.1M | 0.42% | 242,556 | +19,679 | Added |
| Palantir Technologies Inc. (PLTR) | $59.3M | 0.41% | 316,797 | +115,057 | Added |
| Invesco Exch Traded FD Trust II (QQQM) | $57.0M | 0.40% | 187,102 | +53,732 | Added |
| Visa Inc. (V) | $56.3M | 0.39% | 156,550 | +37,426 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $54.9M | 0.38% | 110,314 | +8,491 | Added |
| SPDR Gold Trust (GLD) | $54.7M | 0.38% | 143,584 | +5,279 | Added |
| iShares S&P Growth Index FD (IVW) | $54.1M | 0.38% | 380,038 | +80,778 | Added |
| Bank of America Corp. (BAC) | $53.6M | 0.37% | 985,333 | +92,739 | Added |
| Capital Group Growth ETF (CGGR) | $52.9M | 0.37% | 1,115,207 | -1,684 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $52.4M | 0.36% | 486,425 | +23,619 | Added |
| Capital Group Dividend Value (CGDV) | $50.7M | 0.35% | 1,036,911 | +65,674 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $50.5M | 0.35% | 190,640 | +44,504 | Added |
| SPDR Ser Trust (SPYM) | $50.0M | 0.35% | 556,681 | +13,225 | Added |
| iShares S&P 500 Value ETF (IVE) | $49.2M | 0.34% | 215,433 | +100,728 | Added |
| iShares Trust (IWF) | $48.1M | 0.33% | 383,908 | +35,635 | Added |
| iShares Trust (EFA) | $47.7M | 0.33% | 459,402 | +40,895 | Added |
| Palo Alto Networks Inc. (PANW) | $47.6M | 0.33% | 119,703 | +42,007 | Added |
| iShares Trust (IUSG) | $45.9M | 0.32% | 237,031 | +116,657 | Added |
| GE Vernova Inc. (GEV) | $45.8M | 0.32% | 48,232 | +22,016 | Added |
| SPDR S&P 500 Growth ETF (SPYG) | $45.8M | 0.32% | 372,158 | +39,696 | Added |
| Schwab Strategic Trust (SCHG) | $45.7M | 0.32% | 1,271,259 | +134,249 | Added |
| Home Depot, Inc. (HD) | $45.2M | 0.31% | 158,859 | +23,421 | Added |
| First Trust Exchange-Traded FD (RDVY) | $44.5M | 0.31% | 568,548 | +222,475 | Added |
| Chevron Corp. (CVX) | $44.1M | 0.31% | 216,049 | +31,883 | Added |
| First Trust Exchange-Traded FD (FV) | $43.8M | 0.30% | 596,310 | +28,093 | Added |
| First Trust Exchange-Traded FD (FTCS) | $43.7M | 0.30% | 465,321 | +11,387 | Added |
| ETF Ser Solutions (ACIO) | $42.7M | 0.30% | 910,576 | +910,576 | New position |
| Financial Select Sector SPDR ETF (XLF) | $42.7M | 0.30% | 799,567 | +91,637 | Added |
| Merck & Co., Inc. (MRK) | $42.4M | 0.29% | 291,487 | +10,616 | Added |
| Caterpillar Inc. (CAT) | $40.8M | 0.28% | 50,354 | +4,197 | Added |
| Lam Research Corp. (LRCX) | $39.9M | 0.28% | 121,558 | +22,696 | Added |
| Pgim ETF Trust (PULS) | $39.5M | 0.27% | 799,575 | +767,746 | Added |
| iShares Russell 2000 ETF (IWM) | $39.3M | 0.27% | 141,465 | -48,637 | Trimmed |
| AbbVie Inc. (ABBV) | $38.8M | 0.27% | 148,161 | -11,862 | Trimmed |
| Coca-Cola Co. (KO) | $38.7M | 0.27% | 450,075 | +29,346 | Added |
| iShares Trust (IWR) | $38.0M | 0.26% | 356,136 | +56,746 | Added |
| Mastercard Inc. (MA) | $37.9M | 0.26% | 68,795 | +25,443 | Added |
| Costco Wholesale Corp. (COST) | $37.6M | 0.26% | 41,292 | +18,526 | Added |
| Verizon Communications Inc. (VZ) | $37.1M | 0.26% | 808,514 | +169,233 | Added |
| iShares Gold Trust (IAU) | $36.7M | 0.25% | 469,524 | +95,320 | Added |
| Tesla, Inc. (TSLA) | $36.2M | 0.25% | 152,504 | +16,517 | Added |
| BlackRock ETF Trust (DYNF) | $35.5M | 0.25% | 512,201 | -43,782 | Trimmed |
| iShares Trust (EFV) | $34.6M | 0.24% | 437,513 | +26,055 | Added |
| Goldman Sachs Group Inc. (GS) | $33.4M | 0.23% | 37,141 | +8,637 | Added |
| Marvell Technology, Inc. (MRVL) | $33.1M | 0.23% | 125,247 | +13,634 | Added |
| Vanguard Mun BD FDS (VTEB) | $32.9M | 0.23% | 695,650 | +221,492 | Added |
| Marathon Petroleum Corp. (MPC) | $32.7M | 0.23% | 82,806 | -1,347 | Trimmed |
| Arista Networks, Inc. (ANET) | $32.6M | 0.23% | 160,315 | +90,250 | Added |
| J P Morgan Exchange Traded F (JBND) | $31.7M | 0.22% | 619,173 | +610,094 | Added |
| PIMCO ETF Trust (BOND) | $31.5M | 0.22% | 362,006 | -240,391 | Trimmed |
| NextEra Energy Inc. (NEE) | $31.5M | 0.22% | 415,706 | +107,192 | Added |
| J P Morgan Exchange Traded F (JCPB) | $31.3M | 0.22% | 698,948 | +538,828 | Added |
| Victory Portfolios II (VFLO) | $30.9M | 0.21% | 604,077 | +587,694 | Added |
| Pfizer Inc. (PFE) | $30.5M | 0.21% | 1,069,229 | +177,459 | Added |
| Select Sector SPDR Trust (XLV) | $30.0M | 0.21% | 177,895 | +12,935 | Added |
| Invesco Exchange Traded FD T (RSP) | $29.9M | 0.21% | 143,659 | +18,924 | Added |
| Vanguard Whitehall FDS (VYM) | $29.8M | 0.21% | 192,171 | +25,312 | Added |
| Select Sector SPDR Trust (XLC) | $29.8M | 0.21% | 268,705 | +83,099 | Added |
| American Centy ETF Trust (AVUV) | $29.7M | 0.21% | 252,459 | +32,128 | Added |
| Applied Materials Inc. (AMAT) | $29.3M | 0.20% | 57,393 | +21,808 | Added |
| International Business Machines Corp. (IBM) | $29.2M | 0.20% | 132,869 | +20,171 | Added |
| Salesforce, Inc. (CRM) | $29.0M | 0.20% | 152,258 | +5,504 | Added |
| Dell Technologies Inc. (DELL) | $29.0M | 0.20% | 53,901 | -6,053 | Trimmed |