| Vanguard Value ETF (VTV) | $1.2B | 6.58% | 5,665,587 | -22,166 | Trimmed |
| Vanguard Growth ETF (VUG) | $995.5M | 5.35% | 11,047,446 | +119,562 | Added |
| iShares Trust (IXUS) | $768.1M | 4.13% | 8,086,048 | +172,284 | Added |
| iShares Trust (AGG) | $548.5M | 2.95% | 5,801,590 | +506,232 | Added |
| Apple Inc. (AAPL) | $489.4M | 2.63% | 1,469,533 | -31,368 | Trimmed |
| Microsoft Corp. (MSFT) | $465.1M | 2.50% | 906,797 | +17,989 | Added |
| iShares Trust (IWN) | $270.1M | 1.45% | 1,289,398 | +7,873 | Added |
| Vanguard Ftse Developed Markets (VEA) | $258.1M | 1.39% | 3,655,808 | +125,533 | Added |
| NVIDIA Corp. (NVDA) | $255.3M | 1.37% | 1,117,726 | +37,365 | Added |
| SPDR Ser Trust (SPIB) | $233.9M | 1.26% | 7,246,398 | +577,863 | Added |
| Broadcom Inc. (AVGO) | $231.4M | 1.24% | 658,959 | -4,076 | Trimmed |
| VG Totl STK Vprs (VTI) | $229.5M | 1.23% | 613,216 | +204,414 | Added |
| Amazon.com Inc. (AMZN) | $199.9M | 1.07% | 802,378 | +17,855 | Added |
| iShares Trust (IWO) | $195.3M | 1.05% | 547,154 | -3,153 | Trimmed |
| iShares Trust (IWF) | $188.3M | 1.01% | 1,502,938 | +12,938 | Added |
| Capital Group Dividend Value (CGDV) | $184.7M | 0.99% | 3,780,677 | +48,151 | Added |
| Vanguard S&P 500 (VOO) | $178.6M | 0.96% | 254,887 | -852 | Trimmed |
| Costco Wholesale Corp. (COST) | $172.9M | 0.93% | 189,880 | +1,102 | Added |
| iShares S&P Midcap 400 Value in (IJJ) | $161.3M | 0.87% | 1,171,523 | +38,855 | Added |
| Johnson & Johnson (JNJ) | $159.2M | 0.85% | 601,345 | -14,772 | Trimmed |
| RTX Corp. (RTX) | $158.9M | 0.85% | 856,019 | -29,774 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $158.5M | 0.85% | 318,326 | +12,940 | Added |
| Alphabet Inc. (GOOGL) | $154.4M | 0.83% | 448,865 | +12,479 | Added |
| Vanguard Whitehall FDS (VYM) | $149.0M | 0.80% | 960,180 | +91,858 | Added |
| iShares Core S&P 500 ETF (IVV) | $145.0M | 0.78% | 189,312 | +6,637 | Added |
| iShares Trust (IJK) | $140.7M | 0.76% | 1,283,941 | +32,881 | Added |
| iShares Edge MSCI USA Quality F (QUAL) | $140.7M | 0.76% | 632,935 | +17,265 | Added |
| JPMorgan Chase & Co. (JPM) | $130.9M | 0.70% | 395,727 | +2,816 | Added |
| Visa Inc. (V) | $130.2M | 0.70% | 362,355 | +110 | Held |
| Invesco Exchange Traded FD T (PRF) | $122.1M | 0.66% | 2,243,176 | +67,335 | Added |
| Vanguard Ftse Emerging Markets (VWO) | $122.0M | 0.66% | 2,057,168 | +76,029 | Added |
| Invesco QQQ Trust (QQQ) | $122.0M | 0.66% | 164,879 | +2,487 | Added |
| Cummins Inc. (CMI) | $116.4M | 0.63% | 225,246 | -15,991 | Trimmed |
| Alphabet Inc. (GOOG) | $108.8M | 0.58% | 319,353 | +2,335 | Added |
| Chubb Ltd. (CB) | $108.1M | 0.58% | 332,412 | -6,252 | Trimmed |
| Dimensional ETF Trust (DFAX) | $104.8M | 0.56% | 2,831,810 | +40,791 | Added |
| Pfizer Inc. (PFE) | $94.0M | 0.51% | 3,296,392 | +196,916 | Added |
| Vanguard BD Index FDS (BSV) | $91.1M | 0.49% | 1,192,175 | +109,798 | Added |
| Automatic Data Processing Inc. (ADP) | $90.1M | 0.48% | 349,242 | -30,402 | Trimmed |
| Amgen Inc. (AMGN) | $88.4M | 0.47% | 209,707 | -2,579 | Trimmed |
| SPDR S&P 500 (SPY) | $82.2M | 0.44% | 107,737 | +11,341 | Added |
| Chevron Corp. (CVX) | $80.8M | 0.43% | 395,892 | +5,208 | Added |
| Schwab Strategic Trust (SCHD) | $80.0M | 0.43% | 2,459,209 | +503,945 | Added |
| NextEra Energy Inc. (NEE) | $78.8M | 0.42% | 1,040,454 | -5,454 | Trimmed |
| S&P Global Inc. (SPGI) | $78.3M | 0.42% | 198,487 | -512 | Trimmed |
| First Trust ETFs (FTHI) | $78.0M | 0.42% | 3,305,496 | +179,214 | Added |
| Merck & Co., Inc. (MRK) | $77.6M | 0.42% | 534,194 | -17,813 | Trimmed |
| First Trust Exchange-Traded FD (RDVY) | $74.9M | 0.40% | 956,176 | -20,921 | Trimmed |
| Invesco Exchange Traded FD T (RSP) | $74.0M | 0.40% | 355,736 | +165,025 | Added |
| Qualcomm Inc. (QCOM) | $72.4M | 0.39% | 393,633 | -585 | Trimmed |
| Accenture plc (ACN) | $71.5M | 0.38% | 390,176 | +70,367 | Added |
| iShares Trust (SGOV) | $71.2M | 0.38% | 707,373 | -989 | Trimmed |
| Meta Platforms, Inc. (META) | $70.2M | 0.38% | 96,817 | +4,439 | Added |
| Micron Technology Inc. (MU) | $67.4M | 0.36% | 63,312 | +6,972 | Added |
| Prologis, Inc. (PLD) | $67.4M | 0.36% | 518,863 | -8,629 | Trimmed |
| AbbVie Inc. (ABBV) | $66.8M | 0.36% | 255,285 | +11,585 | Added |
| Caterpillar Inc. (CAT) | $65.7M | 0.35% | 81,061 | +3,375 | Added |
| Eli Lilly & Co. (LLY) | $65.3M | 0.35% | 56,462 | +589 | Added |
| Vanguard Star FDS (VXUS) | $64.0M | 0.34% | 752,789 | -7,384 | Trimmed |
| Vanguard Specialized Funds (VIG) | $62.9M | 0.34% | 269,557 | +25,642 | Added |
| PepsiCo Inc. (PEP) | $62.6M | 0.34% | 493,959 | +2,022 | Added |
| Ecolab Inc. (ECL) | $62.3M | 0.34% | 226,771 | +9,440 | Added |
| Ssga Active ETF Trust (RLY) | $61.7M | 0.33% | 1,705,315 | +89,882 | Added |
| Lowe's Companies Inc. (LOW) | $58.1M | 0.31% | 315,453 | +22,943 | Added |
| Vanguard Mid Cap Index ETF (VO) | $54.3M | 0.29% | 691,840 | +239,487 | Added |
| Goldman Sachs Group Inc. (GS) | $53.0M | 0.28% | 58,888 | +1,458 | Added |
| Walmart Inc. (WMT) | $52.5M | 0.28% | 505,371 | +73,121 | Added |
| Deere & Co. (DE) | $49.6M | 0.27% | 73,896 | +269 | Added |
| Vanguard Small Cap ETF (VB) | $47.5M | 0.26% | 166,982 | +34,813 | Added |
| Tortoise Capital Series Trus (TNGY) | $47.2M | 0.25% | 4,457,158 | +114,907 | Added |
| ServiceNow, Inc. (NOW) | $44.9M | 0.24% | 334,709 | +7,445 | Added |
| Berkshire Hathaway Inc. Del | $43.3M | 0.23% | 58 | 0 | Held |
| Pacer FDS Trust (COWZ) | $43.2M | 0.23% | 647,315 | -27,820 | Trimmed |
| First Eagle Global A (FEGE) | $43.0M | 0.23% | 857,343 | +375,976 | Added |
| SPDR Ser Trust (BIL) | $42.7M | 0.23% | 465,785 | +34,997 | Added |
| Boeing Co. (BA) | $42.5M | 0.23% | 228,642 | +6,403 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $41.8M | 0.23% | 158,061 | -11,495 | Trimmed |
| Charles Schwab Corp. (SCHW) | $41.5M | 0.22% | 424,810 | -10 | Held |
| Union Pacific Corp. (UNP) | $41.4M | 0.22% | 151,999 | -2,632 | Trimmed |
| Capital Group Growth ETF (CGGR) | $38.6M | 0.21% | 813,767 | +4,969 | Added |
| Vanguard Scottsdale FDS (VONG) | $38.6M | 0.21% | 299,091 | +10,171 | Added |
| UMH Properties, Inc. (UMH) | $38.5M | 0.21% | 2,497,888 | +554,750 | Added |
| International Business Machines Corp. (IBM) | $38.0M | 0.20% | 172,560 | -12,542 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $37.5M | 0.20% | 348,502 | +2,533 | Added |
| Capital Group International (CGIC) | $37.3M | 0.20% | 1,037,437 | +374,328 | Added |
| Dimensional ETF Trust (DFAI) | $36.9M | 0.20% | 891,845 | +263,945 | Added |
| First Trust Exchange-Traded FD (SDVY) | $36.2M | 0.20% | 892,340 | +42,305 | Added |
| iShares Trust (ESGD) | $35.8M | 0.19% | 347,489 | -8,920 | Trimmed |
| iShares Trust (IWR) | $35.2M | 0.19% | 330,194 | +8,245 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $33.9M | 0.18% | 471,398 | +148,129 | Added |
| Advanced Micro Devices Inc. (AMD) | $33.9M | 0.18% | 55,346 | -2,373 | Trimmed |
| SPDR Gold Trust (GLD) | $33.7M | 0.18% | 88,449 | +1,775 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $33.3M | 0.18% | 72,964 | +99 | Added |
| Tesla, Inc. (TSLA) | $33.0M | 0.18% | 93,014 | -6,298 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $32.7M | 0.18% | 88,998 | +3,980 | Added |
| Procter & Gamble Co. (PG) | $32.6M | 0.17% | 224,320 | +18,542 | Added |
| iShares Russell 2000 ETF (IWM) | $31.3M | 0.17% | 112,547 | +243 | Added |
| iShares Inc. (EUSA) | $31.2M | 0.17% | 280,145 | -4,225 | Trimmed |
| Capital Group GBL Growth Eqt (CGGO) | $30.0M | 0.16% | 753,460 | -15,006 | Trimmed |
| Verizon Communications Inc. (VZ) | $29.7M | 0.16% | 646,994 | -20,354 | Trimmed |