| VG Totl STK Vprs (VTI) | $1.4B | 7.08% | 3,831,169 | +43,426 | Added |
| Ea Series Trust (SFGV) | $1.1B | 5.52% | 31,470,764 | -359,363 | Trimmed |
| iShares Trust (IXUS) | $601.0M | 3.00% | 6,296,845 | +247,729 | Added |
| Apple Inc. (AAPL) | $572.5M | 2.86% | 1,978,445 | +37,955 | Added |
| NVIDIA Corp. (NVDA) | $567.5M | 2.83% | 2,836,315 | +156,381 | Added |
| Vanguard Scottsdale FDS (VONG) | $438.0M | 2.19% | 3,426,943 | -54,984 | Trimmed |
| Dimensional ETF Trust (DFAU) | $393.2M | 1.96% | 7,607,402 | +227,760 | Added |
| ETF Ser Solutions (DSTL) | $356.0M | 1.78% | 5,942,710 | +18,867 | Added |
| Microsoft Corp. (MSFT) | $338.0M | 1.69% | 906,219 | +73,426 | Added |
| PIMCO ETF Trust (PYLD) | $328.9M | 1.64% | 12,401,335 | +1,406,458 | Added |
| JP Morgan ETFs (JPIE) | $328.4M | 1.64% | 7,131,321 | +747,797 | Added |
| BlackRock ETF Trust II (BINC) | $321.0M | 1.60% | 6,133,736 | +690,001 | Added |
| Vanguard Short-Term Corp. BD Idx (VCSH) | $290.2M | 1.45% | 3,671,995 | -3,567 | Held |
| Vanguard BD Index FDS (BSV) | $282.9M | 1.41% | 3,631,159 | +252,678 | Added |
| Alphabet Inc. (GOOG) | $269.0M | 1.34% | 761,320 | +8,053 | Added |
| Amazon.com Inc. (AMZN) | $260.6M | 1.30% | 1,093,333 | -25,390 | Trimmed |
| Broadcom Inc. (AVGO) | $251.5M | 1.26% | 665,884 | +25,724 | Added |
| iShares Trust (MUB) | $229.1M | 1.14% | 2,128,656 | +151,637 | Added |
| T Rowe Price ETF Inc. (TDVG) | $215.5M | 1.08% | 4,396,076 | +161,288 | Added |
| Dimensional ETF Trust (DFEM) | $215.4M | 1.08% | 5,299,151 | -46,241 | Trimmed |
| Caterpillar Inc. (CAT) | $200.5M | 1.00% | 188,272 | +9,512 | Added |
| SPDR Index SHS FDS (SPGM) | $189.7M | 0.95% | 2,214,046 | +209,359 | Added |
| Vanguard Growth ETF (VUG) | $188.4M | 0.94% | 2,187,134 | +114,314 | Added |
| Eli Lilly & Co. (LLY) | $185.4M | 0.93% | 154,543 | +11,238 | Added |
| iShares Trust (ACWI) | $180.0M | 0.90% | 1,146,645 | -51,251 | Trimmed |
| Dimensional ETF Trust (DIHP) | $179.6M | 0.90% | 5,261,652 | -21,816 | Trimmed |
| Vanguard Value ETF (VTV) | $177.7M | 0.89% | 815,425 | +34,148 | Added |
| Alphabet Inc. (GOOGL) | $168.9M | 0.84% | 472,495 | -1,082 | Trimmed |
| SPDR Gold Trust (GLD) | $168.1M | 0.84% | 456,249 | -12,959 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $155.3M | 0.78% | 153,522 | +6,469 | Added |
| Meta Platforms, Inc. (META) | $154.9M | 0.77% | 275,017 | +11,166 | Added |
| American Centy ETF Trust (AVUV) | $132.7M | 0.66% | 1,063,743 | -23,399 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $127.9M | 0.64% | 390,881 | +16,204 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $123.7M | 0.62% | 247,243 | -5,284 | Trimmed |
| SPDR S&P 500 (SPY) | $119.8M | 0.60% | 160,362 | +1,945 | Added |
| Dimensional ETF Trust (DFAI) | $116.6M | 0.58% | 2,827,567 | +112,388 | Added |
| RTX Corp. (RTX) | $114.2M | 0.57% | 601,888 | -22,453 | Trimmed |
| Pacer FDS Trust (COWZ) | $110.8M | 0.55% | 1,781,365 | -43,283 | Trimmed |
| iShares Core S&P Small-Cap ETF (IJR) | $108.8M | 0.54% | 733,683 | +28,228 | Added |
| Vanguard Mun BD FDS (VTEB) | $104.9M | 0.52% | 2,073,127 | +226,758 | Added |
| Dimensional ETF Trust (DFUS) | $104.0M | 0.52% | 1,269,391 | -27,932 | Trimmed |
| ExxonMobil Holdings Corp. (XOM) | $100.0M | 0.50% | 731,436 | +30,501 | Added |
| Quanta Services, Inc. (PWR) | $97.8M | 0.49% | 135,883 | +7,039 | Added |
| Dimensional ETF Trust (DFAT) | $97.3M | 0.49% | 1,391,428 | +18,136 | Added |
| Walmart Inc. (WMT) | $96.0M | 0.48% | 847,495 | +34,435 | Added |
| Visa Inc. (V) | $95.2M | 0.47% | 277,453 | +11,666 | Added |
| Costco Wholesale Corp. (COST) | $88.7M | 0.44% | 94,833 | -2,442 | Trimmed |
| Vanguard Specialized Funds (VIG) | $87.9M | 0.44% | 371,405 | +9,930 | Added |
| Vanguard World FD (MGV) | $86.9M | 0.43% | 531,727 | -15,016 | Trimmed |
| Home Depot, Inc. (HD) | $81.0M | 0.41% | 229,708 | +10,654 | Added |
| Invesco QQQ Trust (QQQ) | $78.4M | 0.39% | 106,509 | +495 | Added |
| iShares Trust (IUSV) | $76.6M | 0.38% | 695,001 | -649 | Held |
| Eaton Corp. plc (ETN) | $74.6M | 0.37% | 175,147 | +10,831 | Added |
| iShares Trust (SGOV) | $74.4M | 0.37% | 738,944 | +219,462 | Added |
| iShares Core S&P 500 ETF (IVV) | $72.3M | 0.36% | 96,552 | +326 | Added |
| Vanguard Ftse Developed Markets (VEA) | $68.4M | 0.34% | 959,904 | +3,473 | Added |
| Micron Technology Inc. (MU) | $67.2M | 0.34% | 58,236 | +6,842 | Added |
| Dimensional ETF Trust (DFIV) | $65.8M | 0.33% | 1,217,842 | -27,283 | Trimmed |
| American Century ETF Trust (AVDV) | $64.2M | 0.32% | 622,801 | -24,381 | Trimmed |
| Amgen Inc. (AMGN) | $62.7M | 0.31% | 173,024 | +7,513 | Added |
| International Business Machines Corp. (IBM) | $62.2M | 0.31% | 221,104 | +14,178 | Added |
| Tesla, Inc. (TSLA) | $61.0M | 0.30% | 144,986 | +31,090 | Added |
| Bank of America Corp. (BAC) | $60.7M | 0.30% | 1,064,968 | +78,282 | Added |
| Pacer FDS Trust (ICOW) | $59.6M | 0.30% | 1,431,215 | -77,882 | Trimmed |
| Parker-Hannifin Corp. (PH) | $58.7M | 0.29% | 60,061 | +5,473 | Added |
| Morgan Stanley (MS) | $58.5M | 0.29% | 280,037 | +8,596 | Added |
| Waste Management Inc. (WM) | $52.0M | 0.26% | 233,493 | +16,917 | Added |
| Johnson & Johnson (JNJ) | $51.6M | 0.26% | 203,267 | +8,816 | Added |
| Brookfield Corporation (BN) | $50.5M | 0.25% | 1,185,621 | -26,882 | Trimmed |
| Procter & Gamble Co. (PG) | $49.8M | 0.25% | 339,293 | +3,272 | Added |
| American Centy ETF Trust (AVRE) | $48.9M | 0.24% | 1,031,592 | +43,925 | Added |
| iShares Core S&P Mid-Cap ETF (IJH) | $48.6M | 0.24% | 630,599 | +25,927 | Added |
| BlackRock, Inc. (BLK) | $47.9M | 0.24% | 49,801 | +2,398 | Added |
| SPDR Ser Trust (SPYM) | $46.2M | 0.23% | 526,150 | +17,076 | Added |
| Vanguard S&P 500 (VOO) | $45.7M | 0.23% | 66,567 | +2,742 | Added |
| Rockwell Automation, Inc. (ROK) | $45.5M | 0.23% | 91,971 | +78,032 | Added |
| DuPont de Nemours, Inc. (DD) | $45.1M | 0.23% | 332,292 | +229,046 | Added |
| Dimensional ETF Trust (DFNM) | $43.3M | 0.22% | 896,162 | +16,137 | Added |
| Invesco Exchange Traded FD T (SPHQ) | $42.2M | 0.21% | 468,394 | -80,524 | Trimmed |
| Advanced Micro Devices Inc. (AMD) | $41.3M | 0.21% | 71,085 | +3,732 | Added |
| Schwab US Large Cap (SCHX) | $40.8M | 0.20% | 1,384,788 | -28,943 | Trimmed |
| Applied Materials Inc. (AMAT) | $39.7M | 0.20% | 54,921 | +3,814 | Added |
| Citigroup Inc. (C) | $39.1M | 0.20% | 279,216 | +6,806 | Added |
| McDonald's Corp. (MCD) | $39.0M | 0.20% | 144,126 | +447 | Added |
| Vanguard Scottsdale FDS (VONV) | $38.4M | 0.19% | 361,452 | -12,733 | Trimmed |
| Merck & Co., Inc. (MRK) | $37.5M | 0.19% | 292,117 | -4,929 | Trimmed |
| Palo Alto Networks Inc. (PANW) | $36.9M | 0.18% | 108,160 | -80,361 | Trimmed |
| TJX Companies Inc. (TJX) | $36.6M | 0.18% | 241,412 | +14,878 | Added |
| Cheniere Energy, Inc. (LNG) | $36.0M | 0.18% | 150,826 | +6,366 | Added |
| Labcorp Holdings Inc. (LH) | $35.6M | 0.18% | 127,231 | +6,595 | Added |
| iShares Trust (MTUM) | $35.6M | 0.18% | 103,852 | +6,557 | Added |
| Abbott Laboratories (ABT) | $35.3M | 0.18% | 388,898 | +25,838 | Added |
| Dimensional ETF Trust (DFAS) | $34.6M | 0.17% | 420,312 | -9,522 | Trimmed |
| Dimensional ETF Trust (DUHP) | $34.4M | 0.17% | 824,569 | +4,221 | Added |
| Arthur J. Gallagher & Co. (AJG) | $34.4M | 0.17% | 149,799 | +9,966 | Added |
| GE Vernova Inc. (GEV) | $34.0M | 0.17% | 28,951 | -205 | Trimmed |
| Xylem Inc. (XYL) | $33.6M | 0.17% | 283,835 | -81,439 | Trimmed |
| Schwab Strategic Trust (SCHG) | $33.5M | 0.17% | 991,224 | -16,649 | Trimmed |
| General Electric Co. (GE) | $33.0M | 0.17% | 88,294 | +1,534 | Added |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $31.3M | 0.16% | 65,597 | -562 | Trimmed |