| iShares Core S&P 500 ETF (IVV) | $905.0M | 5.40% | 1,208,439 | +52,939 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $666.1M | 3.98% | 8,637,959 | -1,508,053 | Trimmed |
| Vanguard Ftse Developed Markets (VEA) | $643.4M | 3.84% | 9,030,217 | +893,797 | Added |
| iShares Core S&P Small-Cap ETF (IJR) | $605.3M | 3.61% | 4,081,060 | +69,700 | Added |
| Schwab Fundamental Internationa (FNDF) | $523.9M | 3.13% | 9,930,317 | +684,966 | Added |
| Apple Inc. (AAPL) | $473.2M | 2.83% | 1,635,359 | +1,923 | Added |
| NVIDIA Corp. (NVDA) | $465.6M | 2.78% | 2,326,946 | -37,403 | Trimmed |
| Microsoft Corp. (MSFT) | $429.6M | 2.56% | 1,151,580 | -18,222 | Trimmed |
| Vanguard Ftse Emerging Markets (VWO) | $367.5M | 2.19% | 6,156,984 | +384,367 | Added |
| iShares S&P Growth Index FD (IVW) | $359.9M | 2.15% | 2,617,108 | -77,845 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $344.0M | 2.05% | 1,050,870 | -14,750 | Trimmed |
| Eli Lilly & Co. (LLY) | $327.1M | 1.95% | 272,730 | -22,635 | Trimmed |
| Alphabet Inc. (GOOGL) | $303.6M | 1.81% | 849,490 | -15,622 | Trimmed |
| Snap-on Inc. (SNA) | $289.5M | 1.73% | 719,413 | -3,118 | Trimmed |
| Vanguard Mid Cap Index ETF (VO) | $263.6M | 1.57% | 3,271,741 | -951,619 | Trimmed |
| Walmart Inc. (WMT) | $242.2M | 1.45% | 2,138,068 | -23,836 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $235.7M | 1.41% | 1,724,016 | -14,229 | Trimmed |
| iShares Trust (EFA) | $226.3M | 1.35% | 2,178,289 | +101,571 | Added |
| iShares Trust (IWF) | $223.3M | 1.33% | 1,798,498 | +24,538 | Added |
| Vanguard S&P 500 (VOO) | $222.7M | 1.33% | 324,303 | -4,380 | Trimmed |
| Amazon.com Inc. (AMZN) | $215.6M | 1.29% | 904,432 | -11,138 | Trimmed |
| Johnson & Johnson (JNJ) | $210.3M | 1.25% | 827,864 | -9,534 | Trimmed |
| Broadcom Inc. (AVGO) | $185.4M | 1.11% | 490,685 | -16,910 | Trimmed |
| AbbVie Inc. (ABBV) | $170.7M | 1.02% | 678,425 | -60,613 | Trimmed |
| Merck & Co., Inc. (MRK) | $167.6M | 1.00% | 1,304,390 | -12,980 | Trimmed |
| Royal Bank of Canada (RY) | $164.0M | 0.98% | 792,301 | +26 | Held |
| TJX Companies Inc. (TJX) | $142.6M | 0.85% | 941,167 | -13,899 | Trimmed |
| NextEra Energy Inc. (NEE) | $131.4M | 0.79% | 1,497,633 | -25,271 | Trimmed |
| Globe Life Inc. (GL) | $127.0M | 0.76% | 710,501 | -31,409 | Trimmed |
| Chevron Corp. (CVX) | $126.9M | 0.76% | 765,285 | -13,278 | Trimmed |
| VG Totl STK Vprs (VTI) | $116.3M | 0.69% | 314,243 | -6,647 | Trimmed |
| GE Vernova Inc. (GEV) | $113.8M | 0.68% | 96,847 | -194 | Trimmed |
| iShares Core MSCI Eafe ETF (IEFA) | $105.5M | 0.63% | 1,092,229 | +139,662 | Added |
| Waste Management Inc. (WM) | $101.8M | 0.61% | 456,524 | -12,977 | Trimmed |
| Texas Instruments Inc. (TXN) | $100.9M | 0.60% | 338,365 | +6,115 | Added |
| Stryker Corp. (SYK) | $96.4M | 0.57% | 306,159 | -15,955 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $94.3M | 0.56% | 162,320 | +91,520 | Added |
| iShares Trust (EEM) | $94.1M | 0.56% | 1,376,167 | -51,353 | Trimmed |
| Alphabet Inc. (GOOG) | $93.5M | 0.56% | 264,555 | +4,999 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $91.8M | 0.55% | 1,107,623 | +79,467 | Added |
| Quanta Services, Inc. (PWR) | $88.5M | 0.53% | 122,922 | +1,107 | Added |
| Coca-Cola Co. (KO) | $87.7M | 0.52% | 1,078,611 | -10,291 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $84.3M | 0.50% | 83,319 | +1,128 | Added |
| iShares Russell 2000 ETF (IWM) | $83.8M | 0.50% | 279,006 | -4,450 | Trimmed |
| Xcel Energy Inc. (XEL) | $83.1M | 0.50% | 1,034,471 | +1,497 | Added |
| Costco Wholesale Corp. (COST) | $83.1M | 0.50% | 88,795 | -398 | Trimmed |
| Packaging Corp. of America (PKG) | $79.2M | 0.47% | 332,537 | -7,353 | Trimmed |
| McDonald's Corp. (MCD) | $78.4M | 0.47% | 290,102 | -92,201 | Trimmed |
| RTX Corp. (RTX) | $77.7M | 0.46% | 409,643 | +9,882 | Added |
| Arthur J. Gallagher & Co. (AJG) | $76.3M | 0.46% | 332,381 | -8,291 | Trimmed |
| iShares Trust (ACWX) | $76.3M | 0.46% | 1,002,144 | +68,435 | Added |
| Meta Platforms, Inc. (META) | $75.2M | 0.45% | 133,455 | -51,503 | Trimmed |
| SPDR S&P 500 (SPY) | $74.0M | 0.44% | 99,076 | -4,280 | Trimmed |
| BlackRock, Inc. (BLK) | $71.8M | 0.43% | 74,698 | -4,145 | Trimmed |
| Metlife Inc. (MET) | $71.6M | 0.43% | 845,723 | -8,207 | Trimmed |
| Caterpillar Inc. (CAT) | $70.8M | 0.42% | 66,531 | -998 | Trimmed |
| Home Depot, Inc. (HD) | $70.2M | 0.42% | 199,152 | -4,122 | Trimmed |
| Morgan Stanley (MS) | $68.6M | 0.41% | 328,070 | +131,887 | Added |
| Hubbell Inc. (HUBB) | $65.2M | 0.39% | 124,673 | -2,144 | Trimmed |
| Mastercard Inc. (MA) | $64.6M | 0.39% | 125,847 | -1,708 | Trimmed |
| T-Mobile US, Inc. (TMUS) | $64.4M | 0.38% | 383,656 | -5,215 | Trimmed |
| Dollar General Corp. (DG) | $62.6M | 0.37% | 543,849 | +1,472 | Added |
| iShares S&P 500 Value ETF (IVE) | $59.6M | 0.36% | 262,544 | +22,785 | Added |
| Walt Disney Co. (DIS) | $58.5M | 0.35% | 607,421 | +118 | Held |
| Fifth Third Bancorp (FITB) | $58.4M | 0.35% | 1,035,696 | -7,074 | Trimmed |
| PNC Financial Services Group, Inc. (PNC) | $58.3M | 0.35% | 236,598 | -1,312 | Trimmed |
| Vanguard Small Cap ETF (VB) | $57.4M | 0.34% | 189,238 | +14,791 | Added |
| Bank of America Corp. (BAC) | $55.6M | 0.33% | 975,308 | -14,752 | Trimmed |
| Exelon Corp. (EXC) | $53.2M | 0.32% | 1,140,677 | -27,445 | Trimmed |
| iShares Trust (IJK) | $52.5M | 0.31% | 447,104 | -15,072 | Trimmed |
| ROSS Stores, Inc. (ROST) | $52.2M | 0.31% | 245,329 | -3,759 | Trimmed |
| Invesco QQQ Trust (QQQ) | $52.0M | 0.31% | 70,615 | -1,047 | Trimmed |
| iShares Core Total USD Bond Market ETF (IUSB) | $51.6M | 0.31% | 1,119,089 | +81,438 | Added |
| Darden Restaurants Inc. (DRI) | $50.3M | 0.30% | 244,340 | -8,344 | Trimmed |
| ConocoPhillips (COP) | $49.7M | 0.30% | 478,063 | -17,275 | Trimmed |
| General Dynamics Corp. (GD) | $49.7M | 0.30% | 140,223 | -4,920 | Trimmed |
| Regions Financial Corp. (RF) | $48.5M | 0.29% | 1,606,432 | -19,650 | Trimmed |
| Linde plc (LIN) | $48.4M | 0.29% | 93,340 | -1,028 | Trimmed |
| Eaton Corp. plc (ETN) | $46.3M | 0.28% | 108,671 | -10,926 | Trimmed |
| CSX Corp. (CSX) | $46.3M | 0.28% | 973,582 | +37,898 | Added |
| iShares Trust (IJS) | $46.0M | 0.28% | 336,656 | -30,605 | Trimmed |
| UnitedHealth Group Inc. (UNH) | $45.9M | 0.27% | 110,527 | +90,758 | Added |
| Micron Technology Inc. (MU) | $45.5M | 0.27% | 39,445 | +37,870 | Added |
| SLB Limited (SLB) | $45.5M | 0.27% | 977,784 | +46,309 | Added |
| Vulcan Materials Co. (VMC) | $45.4M | 0.27% | 153,899 | -1,634 | Trimmed |
| Visa Inc. (V) | $45.1M | 0.27% | 131,473 | -2,230 | Trimmed |
| Allstate Corp. (ALL) | $44.9M | 0.27% | 188,575 | -3,612 | Trimmed |
| Microchip Technology Inc. (MCHP) | $43.4M | 0.26% | 476,233 | -3,975 | Trimmed |
| Alliant Energy Corp. (LNT) | $43.2M | 0.26% | 566,582 | -15,324 | Trimmed |
| American Express Co. (AXP) | $42.7M | 0.26% | 126,179 | +606 | Added |
| iShares Russell 1000 Value Inde (IWD) | $41.6M | 0.25% | 171,512 | -4,877 | Trimmed |
| Boeing Co. (BA) | $41.0M | 0.24% | 189,264 | +7,253 | Added |
| American Electric Power Co. Inc. (AEP) | $39.9M | 0.24% | 291,290 | +4,012 | Added |
| Norfolk Southern Corp. (NSC) | $39.7M | 0.24% | 126,314 | +1,482 | Added |
| TE Connectivity plc (TEL) | $38.3M | 0.23% | 190,073 | -3,774 | Trimmed |
| Sysco Corp. (SYY) | $37.8M | 0.23% | 452,250 | -15,799 | Trimmed |
| Progressive Corp. (PGR) | $37.3M | 0.22% | 170,970 | -4,123 | Trimmed |
| AT&T Inc. (T) | $37.0M | 0.22% | 1,786,623 | -62,438 | Trimmed |
| Berkshire Hathaway Inc. Class B (BRKB) | $36.9M | 0.22% | 73,669 | -2,627 | Trimmed |
| Oracle Corp. (ORCL) | $36.4M | 0.22% | 248,385 | -155,807 | Trimmed |