| Apple Inc. (AAPL) | $3.3B | 3.19% | 11,467,783 | -304,616 | Trimmed |
| Johnson & Johnson (JNJ) | $2.5B | 2.41% | 9,892,767 | -591,434 | Trimmed |
| iShares Core S&P 500 ETF (IVV) | $2.5B | 2.35% | 3,272,035 | +87,237 | Added |
| SPDR S&P 500 (SPY) | $2.0B | 1.94% | 2,709,844 | -92,863 | Trimmed |
| Vanguard S&P 500 (VOO) | $1.9B | 1.82% | 2,758,297 | +106,414 | Added |
| Microsoft Corp. (MSFT) | $1.9B | 1.79% | 5,008,045 | -50,704 | Trimmed |
| NVIDIA Corp. (NVDA) | $1.5B | 1.42% | 7,407,961 | -305,188 | Trimmed |
| Berkshire Hathaway Inc. Del | $1.5B | 1.40% | 1,946 | -60 | Trimmed |
| Amazon.com Inc. (AMZN) | $1.4B | 1.38% | 6,013,605 | +267,639 | Added |
| Alphabet Inc. (GOOGL) | $1.3B | 1.25% | 3,643,071 | -116,114 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $1.2B | 1.18% | 2,457,898 | +24,935 | Added |
| SharkNinja, Inc. (SN) | $964.8M | 0.93% | 6,335,917 | -291,268 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $943.1M | 0.91% | 6,897,907 | -291,092 | Trimmed |
| Invesco QQQ Trust (QQQ) | $906.3M | 0.87% | 1,230,679 | +36,923 | Added |
| JPMorgan Chase & Co. (JPM) | $859.7M | 0.83% | 2,626,400 | -36,007 | Trimmed |
| Broadcom Inc. (AVGO) | $842.8M | 0.81% | 2,231,188 | -21,293 | Trimmed |
| VG Totl STK Vprs (VTI) | $832.8M | 0.80% | 2,250,580 | +12,779 | Added |
| Vanguard Growth ETF (VUG) | $829.3M | 0.80% | 9,627,196 | +92,068 | Added |
| Vanguard Ftse Developed Markets (VEA) | $828.8M | 0.80% | 11,632,063 | -54,611 | Trimmed |
| Vanguard Value ETF (VTV) | $798.2M | 0.77% | 3,662,549 | +141,461 | Added |
| Alphabet Inc. (GOOG) | $743.7M | 0.71% | 2,104,869 | -38,781 | Trimmed |
| Meta Platforms, Inc. (META) | $729.2M | 0.70% | 1,294,473 | -85,949 | Trimmed |
| iShares Trust (IWF) | $617.9M | 0.59% | 4,976,224 | -127,616 | Trimmed |
| Caterpillar Inc. (CAT) | $601.6M | 0.58% | 564,930 | -27,461 | Trimmed |
| Schwab Strategic Trust (SCHF) | $598.7M | 0.57% | 21,613,963 | +421,102 | Added |
| iShares Core MSCI Eafe ETF (IEFA) | $593.4M | 0.57% | 6,144,370 | +451,568 | Added |
| Vanguard Specialized Funds (VIG) | $557.6M | 0.54% | 2,356,586 | +5,430 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $541.3M | 0.52% | 7,019,239 | -715,983 | Trimmed |
| Exchange Traded Concepts Tru (SIXH) | $531.3M | 0.51% | 12,408,321 | -79,864 | Trimmed |
| Eli Lilly & Co. (LLY) | $523.6M | 0.50% | 436,561 | -4,236 | Trimmed |
| SPDR Gold Trust (GLD) | $519.3M | 0.50% | 1,409,760 | -17,158 | Trimmed |
| Visa Inc. (V) | $509.1M | 0.49% | 1,483,966 | +100,276 | Added |
| PepsiCo Inc. (PEP) | $508.6M | 0.49% | 3,756,348 | +60,075 | Added |
| Micron Technology Inc. (MU) | $502.6M | 0.48% | 435,432 | -60,665 | Trimmed |
| AbbVie Inc. (ABBV) | $495.1M | 0.48% | 1,967,343 | +309,319 | Added |
| iShares Core S&P Small-Cap ETF (IJR) | $492.5M | 0.47% | 3,320,768 | -203,472 | Trimmed |
| Chevron Corp. (CVX) | $482.8M | 0.46% | 2,912,517 | -309,236 | Trimmed |
| International Business Machines Corp. (IBM) | $482.6M | 0.46% | 1,716,120 | +372,987 | Added |
| Cisco Systems, Inc. (CSCO) | $476.5M | 0.46% | 4,056,824 | -1,201,695 | Trimmed |
| Merck & Co., Inc. (MRK) | $472.9M | 0.45% | 3,679,920 | +44,516 | Added |
| Exchange Traded Concepts Tru (SIXA) | $446.6M | 0.43% | 7,974,243 | +124,780 | Added |
| Vanguard World FD (VGT) | $436.4M | 0.42% | 3,651,091 | +265,635 | Added |
| Procter & Gamble Co. (PG) | $430.1M | 0.41% | 2,933,193 | +190,499 | Added |
| Costco Wholesale Corp. (COST) | $419.4M | 0.40% | 448,285 | +13,371 | Added |
| SPDR Ser Trust (SPYM) | $417.7M | 0.40% | 4,753,004 | +385,632 | Added |
| Preformed Line Products Co. (PLPC) | $416.6M | 0.40% | 1,014,731 | +46,664 | Added |
| Schwab US Large Cap (SCHX) | $410.6M | 0.39% | 13,950,292 | -55,707 | Trimmed |
| Vanguard Ftse Emerging Markets (VWO) | $409.3M | 0.39% | 6,857,688 | -423,511 | Trimmed |
| iShares Core Dividend Growth (DGRO) | $402.1M | 0.39% | 5,305,798 | +156,880 | Added |
| Tesla, Inc. (TSLA) | $400.6M | 0.39% | 952,455 | -10,586 | Trimmed |
| McDonald's Corp. (MCD) | $397.8M | 0.38% | 1,471,725 | +97,060 | Added |
| Bank of America Corp. (BAC) | $395.2M | 0.38% | 6,935,356 | +361,243 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $386.0M | 0.37% | 808,348 | +4,587 | Added |
| Vanguard Star FDS (VXUS) | $383.4M | 0.37% | 4,485,289 | +814,215 | Added |
| Lam Research Corp. (LRCX) | $357.4M | 0.34% | 824,884 | -45,999 | Trimmed |
| Vanguard Mid Cap Index ETF (VO) | $351.9M | 0.34% | 4,367,572 | +22,760 | Added |
| Uscf ETF Trust (UMI) | $351.0M | 0.34% | 5,965,914 | -402,081 | Trimmed |
| Invesco Exchange Traded FD T (RSP) | $350.3M | 0.34% | 1,646,215 | +95,114 | Added |
| Schwab Strategic Trust (SCHE) | $343.6M | 0.33% | 9,474,823 | -580 | Held |
| Home Depot, Inc. (HD) | $335.9M | 0.32% | 952,398 | +6,198 | Added |
| Walmart Inc. (WMT) | $326.7M | 0.31% | 2,884,602 | -62,421 | Trimmed |
| Applied Materials Inc. (AMAT) | $322.8M | 0.31% | 446,525 | -18,672 | Trimmed |
| RTX Corp. (RTX) | $316.2M | 0.30% | 1,666,680 | -110,754 | Trimmed |
| PIMCO ETF Trust (PYLD) | $304.8M | 0.29% | 11,494,387 | +717,641 | Added |
| Vanguard FTSE All-World ex-US ETF (VEU) | $302.9M | 0.29% | 3,617,288 | -35,204 | Trimmed |
| Vanguard Total Bond Market ETF (BND) | $301.9M | 0.29% | 4,112,113 | +58,629 | Added |
| Blackstone Inc. (BX) | $299.2M | 0.29% | 2,542,438 | +158,777 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $297.6M | 0.29% | 3,591,983 | +399,239 | Added |
| Technology Select Sector SPDR ETF (XLK) | $297.2M | 0.29% | 1,560,039 | -14,783 | Trimmed |
| iShares Edge MSCI USA Quality F (QUAL) | $295.9M | 0.28% | 1,348,338 | -1,333 | Held |
| Amgen Inc. (AMGN) | $295.6M | 0.28% | 816,257 | -4,063 | Trimmed |
| SPDR S&P 500 Growth ETF (SPYG) | $293.1M | 0.28% | 2,463,414 | +36,105 | Added |
| Vanguard Small Cap ETF (VB) | $290.8M | 0.28% | 959,311 | +476 | Held |
| Morgan Stanley (MS) | $289.5M | 0.28% | 1,409,310 | +77,327 | Added |
| Vanguard Intermediate-Term Corp. (VCIT) | $287.7M | 0.28% | 3,481,108 | +935,811 | Added |
| UnitedHealth Group Inc. (UNH) | $283.8M | 0.27% | 682,746 | +73,003 | Added |
| iShares S&P Growth Index FD (IVW) | $278.1M | 0.27% | 2,021,788 | -28,917 | Trimmed |
| iShares Trust (IUSG) | $275.7M | 0.27% | 1,465,956 | +1,000,838 | Added |
| Verizon Communications Inc. (VZ) | $274.4M | 0.26% | 6,481,407 | +144,734 | Added |
| Palo Alto Networks Inc. (PANW) | $274.2M | 0.26% | 803,974 | -73,086 | Trimmed |
| American Electric Power Co. Inc. (AEP) | $271.3M | 0.26% | 1,983,231 | +775 | Held |
| Schwab Strategic Trust (SCHB) | $269.2M | 0.26% | 9,295,333 | +327,993 | Added |
| Wisdomtree Trust (DGRW) | $259.9M | 0.25% | 2,717,667 | -114,427 | Trimmed |
| iShares Russell 1000 Value Inde (IWD) | $252.6M | 0.24% | 1,041,916 | -47,729 | Trimmed |
| Mastercard Inc. (MA) | $252.5M | 0.24% | 491,676 | -42,656 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $249.0M | 0.24% | 428,637 | -21,683 | Trimmed |
| Schwab Strategic Trust (SCHG) | $249.0M | 0.24% | 7,356,889 | -1,267,537 | Trimmed |
| iShares Gold Trust (IAU) | $245.2M | 0.24% | 3,247,846 | -43,044 | Trimmed |
| Dimensional ETF Trust (DFUV) | $243.8M | 0.23% | 4,432,562 | -34,813 | Trimmed |
| Vanguard Scottsdale FDS (VONG) | $238.5M | 0.23% | 1,865,989 | -4,739 | Trimmed |
| American Century ETF Trust (AVDE) | $238.5M | 0.23% | 2,673,605 | +46,754 | Added |
| Coca-Cola Co. (KO) | $235.4M | 0.23% | 2,896,306 | -67,006 | Trimmed |
| Dimensional ETF Trust (DFAC) | $232.9M | 0.22% | 5,249,890 | -183,816 | Trimmed |
| Vanguard Whitehall FDS (VYM) | $231.8M | 0.22% | 1,466,544 | +11,354 | Added |
| NextEra Energy Inc. (NEE) | $229.9M | 0.22% | 2,619,884 | +70,981 | Added |
| Simon Property Group Inc. (SPG) | $228.5M | 0.22% | 1,021,493 | -44,597 | Trimmed |
| Texas Instruments Inc. (TXN) | $227.6M | 0.22% | 763,670 | -102,903 | Trimmed |
| Schwab US Mid-Cap ETF (SCHM) | $226.7M | 0.22% | 6,149,219 | -660,451 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $221.8M | 0.21% | 219,334 | -18,359 | Trimmed |
| SPDR Portfolio Developed World (SPDW) | $221.2M | 0.21% | 4,388,987 | +161,304 | Added |