| Apple Inc. (AAPL) | $1.4B | 2.78% | 4,956,780 | +163,853 | Added |
| iShares Core S&P 500 ETF (IVV) | $1.4B | 2.67% | 1,840,976 | +428,076 | Added |
| NVIDIA Corp. (NVDA) | $938.9M | 1.82% | 4,692,290 | +214,621 | Added |
| Technology Select Sector SPDR ETF (XLK) | $914.4M | 1.77% | 4,799,566 | +71,712 | Added |
| Microsoft Corp. (MSFT) | $854.1M | 1.65% | 2,289,585 | +51,099 | Added |
| Broadcom Inc. (AVGO) | $674.2M | 1.30% | 1,784,681 | +9,993 | Added |
| Amazon.com Inc. (AMZN) | $658.5M | 1.27% | 2,762,750 | +12,784 | Added |
| Alphabet Inc. (GOOGL) | $655.8M | 1.27% | 1,835,129 | +55,634 | Added |
| Invesco QQQ Trust (QQQ) | $628.0M | 1.22% | 852,815 | +2,130 | Added |
| JPMorgan Chase & Co. (JPM) | $584.5M | 1.13% | 1,785,762 | +7,564 | Added |
| SPDR S&P 500 (SPY) | $535.8M | 1.04% | 717,543 | +717,543 | New position |
| Financial Select Sector SPDR ETF (XLF) | $512.0M | 0.99% | 9,549,563 | +294,718 | Added |
| iShares Core Total USD Bond Market ETF (IUSB) | $487.7M | 0.94% | 10,566,952 | +2,853,465 | Added |
| J P Morgan Exchange Traded F (BBUS) | $484.2M | 0.94% | 3,594,171 | +3,594,171 | New position |
| Alphabet Inc. (GOOG) | $464.2M | 0.90% | 1,313,878 | +1,313,878 | New position |
| iShares Trust (IWF) | $386.9M | 0.75% | 3,115,856 | +3,115,856 | New position |
| Select Sector SPDR Trust (XLV) | $368.0M | 0.71% | 2,319,229 | -41,954 | Trimmed |
| Eli Lilly & Co. (LLY) | $358.0M | 0.69% | 298,453 | +13,207 | Added |
| Johnson & Johnson (JNJ) | $334.0M | 0.65% | 1,314,931 | -51,079 | Trimmed |
| Select Sector SPDR Trust (XLC) | $332.0M | 0.64% | 3,098,831 | -612,555 | Trimmed |
| iShares S&P Growth Index FD (IVW) | $332.0M | 0.64% | 2,413,813 | -2,761 | Trimmed |
| Vanguard FTSE All-World ex-US ETF (VEU) | $323.9M | 0.63% | 3,867,900 | -151,321 | Trimmed |
| Meta Platforms, Inc. (META) | $316.6M | 0.61% | 561,995 | +11,382 | Added |
| Vanguard Whitehall FDS (VYM) | $309.5M | 0.60% | 1,958,777 | +8,904 | Added |
| iShares Trust (IEUR) | $309.1M | 0.60% | 4,111,786 | +4,111,786 | New position |
| AbbVie Inc. (ABBV) | $304.3M | 0.59% | 1,209,439 | +2,161 | Added |
| Caterpillar Inc. (CAT) | $303.4M | 0.59% | 284,923 | -4,478 | Trimmed |
| BlackRock ETF Trust (DYNF) | $296.8M | 0.57% | 4,364,364 | +145,128 | Added |
| Visa Inc. (V) | $292.8M | 0.57% | 853,450 | +25,507 | Added |
| Vanguard S&P 500 (VOO) | $290.8M | 0.56% | 423,413 | +36,828 | Added |
| Vanguard World FD (VGT) | $279.2M | 0.54% | 2,335,977 | +94,753 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $269.6M | 0.52% | 538,783 | +10,104 | Added |
| Walmart Inc. (WMT) | $265.6M | 0.51% | 2,345,146 | -71,434 | Trimmed |
| Vanguard Scottsdale FDS (VONG) | $263.4M | 0.51% | 2,060,897 | +257,044 | Added |
| Cisco Systems, Inc. (CSCO) | $261.0M | 0.51% | 2,221,708 | +40,242 | Added |
| iShares S&P 500 Value ETF (IVE) | $260.9M | 0.51% | 1,149,138 | -200,092 | Trimmed |
| Vanguard Ftse Developed Markets (VEA) | $255.4M | 0.49% | 3,583,905 | +123,827 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $223.0M | 0.43% | 2,692,408 | -913,579 | Trimmed |
| iShares Core S&P Small-Cap ETF (IJR) | $222.1M | 0.43% | 1,497,464 | -107,507 | Trimmed |
| iShares Core MSCI Eafe ETF (IEFA) | $221.5M | 0.43% | 2,293,303 | -72,332 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $213.7M | 0.41% | 1,562,930 | +23,187 | Added |
| Merck & Co., Inc. (MRK) | $212.7M | 0.41% | 1,655,632 | -24,032 | Trimmed |
| Eaton Corp. plc (ETN) | $207.9M | 0.40% | 487,988 | +487,988 | New position |
| Vanguard Short-Term Corp. BD Idx (VCSH) | $207.2M | 0.40% | 2,622,076 | +2,622,076 | New position |
| Chevron Corp. (CVX) | $207.0M | 0.40% | 1,248,540 | -2,562 | Trimmed |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $203.3M | 0.39% | 425,753 | +1,818 | Added |
| Invesco Exchange Traded FD T (RSP) | $202.9M | 0.39% | 953,608 | +122,680 | Added |
| iShares Trust (IEI) | $200.7M | 0.39% | 1,709,213 | -135,574 | Trimmed |
| International Business Machines Corp. (IBM) | $196.2M | 0.38% | 697,737 | +8,819 | Added |
| Vanguard Scottsdale FDS (VONV) | $189.6M | 0.37% | 1,783,310 | +65,177 | Added |
| Select Sector SPDR Trust (XLY) | $189.0M | 0.37% | 1,611,333 | +1,611,333 | New position |
| iShares Trust (TLT) | $187.4M | 0.36% | 2,169,014 | +755,381 | Added |
| Home Depot, Inc. (HD) | $185.7M | 0.36% | 526,645 | -2,387 | Trimmed |
| J P Morgan Exchange Traded F (JCPB) | $176.8M | 0.34% | 3,766,491 | +197,668 | Added |
| iShares Trust (MTUM) | $171.3M | 0.33% | 499,697 | -101,711 | Trimmed |
| NextEra Energy Inc. (NEE) | $170.7M | 0.33% | 1,945,219 | -57,553 | Trimmed |
| Capital Group Dividend Value (CGDV) | $167.2M | 0.32% | 3,393,461 | +113,067 | Added |
| J P Morgan Exchange Traded F (JBND) | $166.4M | 0.32% | 3,109,788 | +940,160 | Added |
| Procter & Gamble Co. (PG) | $164.9M | 0.32% | 1,124,238 | +1,335 | Added |
| iShares Trust (GOVT) | $164.3M | 0.32% | 7,210,378 | +621,832 | Added |
| Micron Technology Inc. (MU) | $163.5M | 0.32% | 141,607 | +601 | Added |
| iShares A.i. Innovation and Tech Active ETF (BAI) | $162.9M | 0.32% | 3,089,344 | -632,483 | Trimmed |
| Lam Research Corp. (LRCX) | $158.5M | 0.31% | 365,882 | +13,061 | Added |
| Select Sector SPDR Trust (XLU) | $158.1M | 0.31% | 3,487,951 | +56,123 | Added |
| PNC Financial Services Group, Inc. (PNC) | $152.2M | 0.29% | 618,232 | +17,366 | Added |
| iShares Trust (MBB) | $151.2M | 0.29% | 1,599,915 | +139,650 | Added |
| iShares Trust (EFG) | $149.9M | 0.29% | 1,204,921 | +63,923 | Added |
| Goldman Sachs Group Inc. (GS) | $148.4M | 0.29% | 146,763 | +146,763 | New position |
| Corning Inc. (GLW) | $146.8M | 0.28% | 574,635 | -33,130 | Trimmed |
| RTX Corp. (RTX) | $146.7M | 0.28% | 773,249 | +4,965 | Added |
| iShares Trust (IXUS) | $145.6M | 0.28% | 1,525,461 | +22,759 | Added |
| Amgen Inc. (AMGN) | $145.3M | 0.28% | 401,226 | -14,784 | Trimmed |
| Vanguard Value ETF (VTV) | $143.1M | 0.28% | 656,703 | +311,410 | Added |
| iShares Trust (IGM) | $142.8M | 0.28% | 873,191 | -124,914 | Trimmed |
| Mastercard Inc. (MA) | $140.3M | 0.27% | 273,156 | +11,151 | Added |
| Applied Materials Inc. (AMAT) | $137.9M | 0.27% | 190,753 | -33,159 | Trimmed |
| Vanguard Specialized Funds (VIG) | $137.2M | 0.27% | 580,039 | -5,763 | Trimmed |
| McDonald's Corp. (MCD) | $135.0M | 0.26% | 499,492 | +46,212 | Added |
| Palo Alto Networks Inc. (PANW) | $134.2M | 0.26% | 393,652 | -16,749 | Trimmed |
| Vanguard Mid Cap Index ETF (VO) | $133.3M | 0.26% | 1,654,013 | +115,289 | Added |
| J P Morgan Exchange Traded F (JEPI) | $132.7M | 0.26% | 2,348,909 | -451,379 | Trimmed |
| First Trust Exchange-Traded FD (RDVY) | $131.6M | 0.26% | 1,623,440 | +74,623 | Added |
| Tesla, Inc. (TSLA) | $130.2M | 0.25% | 309,478 | +16,954 | Added |
| J P Morgan Exchange Traded F (JIRE) | $129.9M | 0.25% | 1,574,842 | +90,975 | Added |
| Coca-Cola Co. (KO) | $129.8M | 0.25% | 1,597,473 | +3,242 | Added |
| iShares Trust (IEF) | $129.7M | 0.25% | 1,371,260 | +82,470 | Added |
| PepsiCo Inc. (PEP) | $129.2M | 0.25% | 954,271 | +954,271 | New position |
| Vanguard Ftse Emerging Markets (VWO) | $126.3M | 0.24% | 2,115,465 | +27,666 | Added |
| JPMorgan Active Growth ETF (JGRO) | $125.3M | 0.24% | 1,270,516 | -287,860 | Trimmed |
| Costco Wholesale Corp. (COST) | $124.3M | 0.24% | 132,882 | +2,444 | Added |
| iShares Trust (IBB) | $124.3M | 0.24% | 653,390 | +572 | Held |
| iShares Trust (HDV) | $123.0M | 0.24% | 4,486,897 | +17,467 | Added |
| iShares Trust (TLH) | $122.4M | 0.24% | 1,220,050 | -271,697 | Trimmed |
| GE Vernova Inc. (GEV) | $121.9M | 0.24% | 103,718 | +5,422 | Added |
| Capital GRP Fixed Incm ETF T (CGCP) | $118.4M | 0.23% | 5,312,377 | +396,556 | Added |
| Select Sector SPDR Trust (XLB) | $118.3M | 0.23% | 2,328,091 | +2,074,750 | Added |
| iShares Russell 2000 ETF (IWM) | $116.3M | 0.23% | 387,050 | +6,280 | Added |
| J P Morgan Exchange Traded F (JAVA) | $115.8M | 0.22% | 1,458,706 | +1,458,706 | New position |
| Advanced Micro Devices Inc. (AMD) | $114.4M | 0.22% | 196,985 | -4,160 | Trimmed |
| Philip Morris International Inc. (PM) | $112.1M | 0.22% | 619,899 | +619,899 | New position |