| NVIDIA Corp. (NVDA) | $728.4M | 5.09% | 3,640,286 | +92,020 | Added |
| Apple Inc. (AAPL) | $671.2M | 4.69% | 2,319,660 | +58,309 | Added |
| Microsoft Corp. (MSFT) | $433.8M | 3.03% | 1,162,926 | +39,934 | Added |
| New York Life Investments Et (LRND) | $379.3M | 2.65% | 8,599,898 | +3,180,497 | Added |
| Amazon.com Inc. (AMZN) | $355.7M | 2.48% | 1,492,511 | +22,501 | Added |
| Alphabet Inc. (GOOGL) | $344.8M | 2.41% | 964,737 | +39,018 | Added |
| New York Life Investments Et (IQSM) | $331.5M | 2.31% | 8,329,582 | +518,188 | Added |
| New York Life Investments Et (IQSU) | $295.7M | 2.07% | 4,724,616 | -191,748 | Trimmed |
| New York Life Invts Active E (CPLB) | $277.2M | 1.94% | 13,263,659 | +378,440 | Added |
| Broadcom Inc. (AVGO) | $264.1M | 1.84% | 699,053 | +7,972 | Added |
| Alphabet Inc. (GOOG) | $248.0M | 1.73% | 701,829 | +5,305 | Added |
| New York Life Investments Et (IQSI) | $218.1M | 1.52% | 5,695,211 | +563,885 | Added |
| iShares Trust (FLOT) | $201.9M | 1.41% | 3,955,418 | +909,626 | Added |
| Vanguard World FD (MGC) | $199.9M | 1.40% | 730,563 | -13,779 | Trimmed |
| Micron Technology Inc. (MU) | $194.4M | 1.36% | 168,423 | -84 | Held |
| Meta Platforms, Inc. (META) | $186.4M | 1.30% | 330,926 | +11,218 | Added |
| Tesla, Inc. (TSLA) | $178.3M | 1.25% | 423,945 | +4,263 | Added |
| New York Life Invts Active E (SECR) | $177.6M | 1.24% | 6,997,978 | +2,218,575 | Added |
| Eli Lilly & Co. (LLY) | $155.6M | 1.09% | 129,708 | +9,633 | Added |
| Advanced Micro Devices Inc. (AMD) | $140.8M | 0.98% | 242,459 | -1,014 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $127.3M | 0.89% | 254,496 | +664 | Added |
| JPMorgan Chase & Co. (JPM) | $122.2M | 0.85% | 373,305 | -1,331 | Trimmed |
| New York Life Invts Active E (IQHI) | $118.9M | 0.83% | 4,602,678 | +276,263 | Added |
| New York Life Investments Et (HFXI) | $114.4M | 0.80% | 3,003,229 | -113,101 | Trimmed |
| iShares Core MSCI Eafe ETF (IEFA) | $104.2M | 0.73% | 1,078,383 | +47,556 | Added |
| Vanguard Ftse Developed Markets (VEA) | $103.1M | 0.72% | 1,446,949 | +307,716 | Added |
| New York Life Invts Active E (MMSD) | $100.2M | 0.70% | 3,955,410 | +3,955,410 | New position |
| Intel Corp. (INTC) | $98.3M | 0.69% | 704,143 | +4,911 | Added |
| Franklin Templeton ETF Trust (FLBL) | $97.8M | 0.68% | 4,268,479 | +1,571,463 | Added |
| Applied Materials Inc. (AMAT) | $94.5M | 0.66% | 130,731 | +3,709 | Added |
| New York Life Invts Active E (IWFG) | $93.2M | 0.65% | 1,719,014 | +859,507 | Added |
| New York Life Invts Active E (IWLG) | $89.4M | 0.63% | 1,580,116 | -510,264 | Trimmed |
| Lam Research Corp. (LRCX) | $89.1M | 0.62% | 205,583 | +5,337 | Added |
| Vanguard Short Term Government (VGSH) | $88.8M | 0.62% | 1,526,211 | -757,502 | Trimmed |
| Johnson & Johnson (JNJ) | $85.2M | 0.59% | 335,320 | +699 | Added |
| Visa Inc. (V) | $85.0M | 0.59% | 247,610 | -2,503 | Trimmed |
| iShares Trust (AGG) | $81.5M | 0.57% | 823,286 | +110,863 | Added |
| ExxonMobil Holdings Corp. (XOM) | $78.9M | 0.55% | 577,369 | -2,906 | Trimmed |
| Cisco Systems, Inc. (CSCO) | $75.9M | 0.53% | 646,204 | +17,013 | Added |
| iShares Core S&P Small-Cap ETF (IJR) | $72.6M | 0.51% | 489,674 | +94,362 | Added |
| New York Life Invts Active E (MMCA) | $71.3M | 0.50% | 3,273,186 | +2,788,137 | Added |
| Walmart Inc. (WMT) | $69.2M | 0.48% | 610,654 | +1,627 | Added |
| Caterpillar Inc. (CAT) | $68.3M | 0.48% | 64,152 | -467 | Trimmed |
| iShares Inc. (EMXC) | $63.2M | 0.44% | 618,086 | +45,118 | Added |
| iShares Trust (MTUM) | $62.4M | 0.44% | 181,964 | +26,801 | Added |
| AbbVie Inc. (ABBV) | $62.0M | 0.43% | 246,242 | +749 | Added |
| Mastercard Inc. (MA) | $61.7M | 0.43% | 120,113 | -871 | Trimmed |
| Schwab Strategic Trust (SCHA) | $61.2M | 0.43% | 1,694,799 | -76,891 | Trimmed |
| SPDR Ser Trust (FLRN) | $60.7M | 0.42% | 1,967,252 | +450,225 | Added |
| KLA Corp. (KLAC) | $59.2M | 0.41% | 196,164 | -126 | Held |
| General Electric Co. (GE) | $58.0M | 0.41% | 155,224 | -1,045 | Trimmed |
| Costco Wholesale Corp. (COST) | $57.8M | 0.40% | 61,800 | +128 | Added |
| Vanguard Mid Cap Index ETF (VO) | $55.5M | 0.39% | 688,447 | -19,257 | Trimmed |
| Bank of America Corp. (BAC) | $55.4M | 0.39% | 971,595 | -13,707 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $52.6M | 0.37% | 126,515 | +697 | Added |
| Home Depot, Inc. (HD) | $52.5M | 0.37% | 148,880 | +738 | Added |
| Procter & Gamble Co. (PG) | $51.0M | 0.36% | 347,775 | +1,350 | Added |
| New York Life Invts Active E (MMMA) | $50.7M | 0.35% | 1,990,000 | +995,000 | Added |
| GE Vernova Inc. (GEV) | $46.8M | 0.33% | 39,854 | -444 | Trimmed |
| iShares Trust Conv BD ETF (ICVT) | $46.7M | 0.33% | 383,882 | +87,511 | Added |
| Sandisk Corp. (SNDK) | $46.3M | 0.32% | 20,351 | +120 | Added |
| Palo Alto Networks Inc. (PANW) | $45.2M | 0.32% | 132,516 | +6,007 | Added |
| iShares Trust (MUB) | $44.9M | 0.31% | 417,162 | +183,761 | Added |
| Merck & Co., Inc. (MRK) | $44.2M | 0.31% | 343,960 | -790 | Trimmed |
| Coca-Cola Co. (KO) | $43.8M | 0.31% | 539,413 | +1,892 | Added |
| Vanguard Mun BD FDS (VTEB) | $43.4M | 0.30% | 858,958 | +350,104 | Added |
| Chevron Corp. (CVX) | $43.2M | 0.30% | 260,758 | +336 | Added |
| Netflix Inc. (NFLX) | $41.9M | 0.29% | 586,485 | -56 | Held |
| Goldman Sachs Group Inc. (GS) | $41.6M | 0.29% | 41,091 | -570 | Trimmed |
| iShares Broad Usd High Yld Corp. (USHY) | $41.4M | 0.29% | 1,118,656 | +166,161 | Added |
| Texas Instruments Inc. (TXN) | $40.5M | 0.28% | 135,737 | +290 | Added |
| New York Life Invts Active E (CLOO) | $40.1M | 0.28% | 1,594,498 | +1,594,498 | New position |
| Marvell Technology, Inc. (MRVL) | $39.8M | 0.28% | 133,564 | +114,372 | Added |
| SPDR Blmbg Barclays Convert Secs ETF (CWB) | $39.4M | 0.28% | 365,834 | -8,660 | Trimmed |
| Philip Morris International Inc. (PM) | $38.6M | 0.27% | 213,567 | -25,840 | Trimmed |
| Palantir Technologies Inc. (PLTR) | $37.4M | 0.26% | 320,224 | +2,895 | Added |
| International Business Machines Corp. (IBM) | $36.9M | 0.26% | 131,095 | -1,213 | Trimmed |
| iShares Core S&P Mid-Cap ETF (IJH) | $36.8M | 0.26% | 477,342 | +116,242 | Added |
| RTX Corp. (RTX) | $35.6M | 0.25% | 187,452 | +1,073 | Added |
| Wells Fargo & Company (WFC) | $35.2M | 0.25% | 426,339 | -3,613 | Trimmed |
| New York Life Investments Et (MNA) | $34.9M | 0.24% | 957,745 | +190,425 | Added |
| Morgan Stanley (MS) | $34.9M | 0.24% | 166,946 | -3,201 | Trimmed |
| Oracle Corp. (ORCL) | $34.8M | 0.24% | 237,124 | +972 | Added |
| Citigroup Inc. (C) | $33.3M | 0.23% | 237,658 | -9,691 | Trimmed |
| Western Digital Corp. (WDC) | $32.7M | 0.23% | 51,172 | +370 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $32.4M | 0.23% | 390,938 | +34,786 | Added |
| Qualcomm Inc. (QCOM) | $31.7M | 0.22% | 171,787 | +1,680 | Added |
| CrowdStrike Holdings, Inc. (CRWD) | $31.7M | 0.22% | 41,510 | +4,014 | Added |
| PepsiCo Inc. (PEP) | $31.6M | 0.22% | 233,016 | +5,985 | Added |
| Amgen Inc. (AMGN) | $31.4M | 0.22% | 86,677 | +11,854 | Added |
| iShares Trust (GVI) | $30.4M | 0.21% | 286,461 | 0 | Held |
| Amphenol Corp. (APH) | $30.2M | 0.21% | 171,329 | +577 | Added |
| Corning Inc. (GLW) | $29.7M | 0.21% | 116,388 | -737 | Trimmed |
| Litman Gregory FDS Trust (DBMF) | $29.7M | 0.21% | 968,970 | +286,412 | Added |
| Vanguard Scottsdale FDS (VGIT) | $28.9M | 0.20% | 490,490 | +101,212 | Added |
| Analog Devices Inc. (ADI) | $28.8M | 0.20% | 72,631 | -142 | Trimmed |
| McDonald's Corp. (MCD) | $28.6M | 0.20% | 105,960 | -50 | Held |
| Vanguard Value ETF (VTV) | $27.7M | 0.19% | 126,879 | +28,708 | Added |
| Arista Networks, Inc. (ANET) | $27.6M | 0.19% | 162,384 | +5,656 | Added |
| NextEra Energy Inc. (NEE) | $27.3M | 0.19% | 310,549 | +414 | Added |