| VG Totl STK Vprs (VTI) | $6.8B | 13.01% | 18,297,773 | +328,328 | Added |
| Vanguard Ftse Developed Markets (VEA) | $4.1B | 7.97% | 58,220,511 | +533,547 | Added |
| iShares Core MSCI Emerging Mark (IEMG) | $3.4B | 6.47% | 40,620,373 | -65,823 | Trimmed |
| Schwab Strategic Trust (SCHF) | $3.2B | 6.22% | 116,784,490 | +446,450 | Added |
| Vanguard Ftse Emerging Markets (VWO) | $2.8B | 5.34% | 46,521,161 | +599,495 | Added |
| iShares Trust (ITOT) | $2.5B | 4.73% | 14,987,349 | +613,862 | Added |
| Vanguard Specialized Funds (VIG) | $2.2B | 4.31% | 9,471,819 | +474,673 | Added |
| Schwab Strategic Trust (SCHB) | $1.5B | 2.86% | 51,435,009 | -1,121,129 | Trimmed |
| iShares Trust (LQD) | $1.4B | 2.61% | 12,435,413 | +1,700,576 | Added |
| iShares Core Dividend Growth (DGRO) | $1.3B | 2.58% | 17,739,616 | +313,914 | Added |
| Vanguard Mun BD FDS (VTEB) | $1.3B | 2.54% | 26,083,419 | +1,169,660 | Added |
| Vanguard Real Estate ETF (VNQ) | $980.1M | 1.88% | 10,163,867 | +93,687 | Added |
| Schwab Strategic Trust (SCHP) | $935.3M | 1.80% | 35,292,799 | +1,047,860 | Added |
| NVIDIA Corp. (NVDA) | $880.6M | 1.69% | 4,400,817 | +37,051 | Added |
| Vanguard Index FDS (VXF) | $849.5M | 1.63% | 3,450,306 | +132,131 | Added |
| Vanguard S&P 500 (VOO) | $606.7M | 1.17% | 883,355 | +22,204 | Added |
| Vanguard Small Cap ETF (VB) | $519.9M | 1.00% | 1,715,012 | +18,351 | Added |
| iShares Trust (MUB) | $489.9M | 0.94% | 4,552,278 | +109,514 | Added |
| Vanguard Intermediate-Term Corp. (VCIT) | $488.8M | 0.94% | 5,914,540 | -847,509 | Trimmed |
| Apple Inc. (AAPL) | $482.4M | 0.93% | 1,667,085 | +80,473 | Added |
| iShares Trust (ESGU) | $449.8M | 0.86% | 2,748,033 | +101,836 | Added |
| Invesco Exch Traded FD Trust II (PWZ) | $428.5M | 0.82% | 17,483,077 | +72,318 | Added |
| iShares Trust (CMF) | $419.4M | 0.81% | 7,276,324 | +1,076,603 | Added |
| Schwab Strategic Trust (SCHD) | $400.2M | 0.77% | 12,619,208 | -188,634 | Trimmed |
| Alphabet Inc. (GOOGL) | $312.6M | 0.60% | 874,716 | +28,048 | Added |
| Vanguard Shrt-Term Infl-Prot Se (VTIP) | $308.3M | 0.59% | 6,137,312 | +1,282,281 | Added |
| Amazon.com Inc. (AMZN) | $305.4M | 0.59% | 1,281,390 | +50,634 | Added |
| Microsoft Corp. (MSFT) | $294.7M | 0.57% | 790,104 | +5,985 | Added |
| Vanguard Large Cap ETF (VV) | $252.5M | 0.48% | 734,110 | -4,445 | Trimmed |
| Broadcom Inc. (AVGO) | $247.2M | 0.47% | 654,462 | +19,289 | Added |
| Vanguard World FD (ESGV) | $240.6M | 0.46% | 1,819,118 | +29,010 | Added |
| iShares (SHV) | $235.4M | 0.45% | 2,133,613 | +85,574 | Added |
| Alphabet Inc. (GOOG) | $231.5M | 0.45% | 655,174 | +25,368 | Added |
| Micron Technology Inc. (MU) | $212.2M | 0.41% | 183,867 | +19,046 | Added |
| Advanced Micro Devices Inc. (AMD) | $193.1M | 0.37% | 332,359 | +11,730 | Added |
| Meta Platforms, Inc. (META) | $189.6M | 0.36% | 336,521 | -55 | Held |
| Vanguard Whitehall FDS (VWOB) | $180.6M | 0.35% | 2,686,305 | +37,926 | Added |
| Tesla, Inc. (TSLA) | $176.2M | 0.34% | 419,025 | -3,411 | Trimmed |
| SPDR S&P 500 (SPY) | $174.0M | 0.33% | 232,989 | -11,519 | Trimmed |
| SPDR Ser Trust (FLRN) | $156.3M | 0.30% | 5,067,526 | -251,677 | Trimmed |
| Eli Lilly & Co. (LLY) | $146.7M | 0.28% | 122,313 | +4,855 | Added |
| iShares Inc. (ESGE) | $137.7M | 0.27% | 2,516,931 | +12,407 | Added |
| Vanguard Total Bond Market ETF (BND) | $134.9M | 0.26% | 1,837,435 | +103,716 | Added |
| Invesco QQQ Trust (QQQ) | $134.8M | 0.26% | 183,041 | +2,779 | Added |
| iShares Trust (ESGD) | $132.0M | 0.25% | 1,283,855 | +75,333 | Added |
| Select Sector SPDR Trust (XLE) | $128.1M | 0.25% | 2,411,472 | -72,029 | Trimmed |
| JPMorgan Chase & Co. (JPM) | $122.1M | 0.23% | 372,908 | +3,163 | Added |
| Vanguard World FD (VDE) | $119.7M | 0.23% | 797,265 | -10,385 | Trimmed |
| iShares Trust (SGOV) | $117.5M | 0.23% | 1,167,189 | +174,648 | Added |
| Vaneck ETF Trust (FLTR) | $116.6M | 0.22% | 4,554,828 | -8,551 | Trimmed |
| iShares Trust (SHYG) | $113.7M | 0.22% | 2,681,442 | +749,531 | Added |
| Berkshire Hathaway Inc. Class B (BRKB) | $106.4M | 0.20% | 212,601 | -3,090 | Trimmed |
| iShares Trust (SUSC) | $103.7M | 0.20% | 4,479,955 | +849,919 | Added |
| Applied Materials Inc. (AMAT) | $97.4M | 0.19% | 134,717 | +4,135 | Added |
| SPDR Ser Trust (SJNK) | $95.3M | 0.18% | 3,809,219 | -1,556,067 | Trimmed |
| Intel Corp. (INTC) | $95.2M | 0.18% | 681,668 | +91,609 | Added |
| Invesco Exch Traded FD Trust II (QQQM) | $89.0M | 0.17% | 293,890 | +34,283 | Added |
| Johnson & Johnson (JNJ) | $85.6M | 0.17% | 337,182 | -7,829 | Trimmed |
| Lam Research Corp. (LRCX) | $84.0M | 0.16% | 193,835 | +7,652 | Added |
| Caterpillar Inc. (CAT) | $81.4M | 0.16% | 76,480 | +1,716 | Added |
| Vaneck ETF Trust (SMH) | $77.7M | 0.15% | 118,496 | +20,125 | Added |
| iShares Trust (SHY) | $74.8M | 0.14% | 910,823 | -103,955 | Trimmed |
| Fidelity Comwlth Trust (ONEQ) | $73.4M | 0.14% | 711,227 | +21,291 | Added |
| ExxonMobil Holdings Corp. (XOM) | $72.4M | 0.14% | 529,339 | +28,884 | Added |
| Schwab Strategic Trust (SCHO) | $71.9M | 0.14% | 2,980,324 | +1,730 | Held |
| Goldman Sachs ETF Trust (GBIL) | $70.7M | 0.14% | 705,962 | -205,522 | Trimmed |
| Walmart Inc. (WMT) | $70.3M | 0.14% | 620,690 | -20,825 | Trimmed |
| Visa Inc. (V) | $68.5M | 0.13% | 199,654 | +4,504 | Added |
| Nuveen Esg International Developed Markets Equity ETF (NUDM) | $65.9M | 0.13% | 1,646,694 | +9,076 | Added |
| Sandisk Corp. (SNDK) | $65.6M | 0.13% | 28,870 | +6,799 | Added |
| Palantir Technologies Inc. (PLTR) | $62.4M | 0.12% | 534,909 | -29,452 | Trimmed |
| Vanguard Star FDS (VXUS) | $62.0M | 0.12% | 725,063 | +116,570 | Added |
| KLA Corp. (KLAC) | $61.0M | 0.12% | 202,045 | +10,845 | Added |
| General Electric Co. (GE) | $59.0M | 0.11% | 157,751 | -267 | Trimmed |
| Costco Wholesale Corp. (COST) | $58.7M | 0.11% | 62,782 | -3,454 | Trimmed |
| iShares Bitcoin Trust ETF (IBIT) | $58.6M | 0.11% | 1,760,650 | +300,119 | Added |
| Bank of America Corp. (BAC) | $56.7M | 0.11% | 995,089 | +68,003 | Added |
| Cisco Systems, Inc. (CSCO) | $56.4M | 0.11% | 479,918 | +27,425 | Added |
| Mastercard Inc. (MA) | $55.0M | 0.11% | 107,159 | -880 | Trimmed |
| Vanguard Growth ETF (VUG) | $54.9M | 0.11% | 637,823 | +23,873 | Added |
| Netflix Inc. (NFLX) | $54.9M | 0.11% | 769,128 | -28,687 | Trimmed |
| Goldman Sachs Group Inc. (GS) | $53.7M | 0.10% | 53,116 | +783 | Added |
| iShares Trust (IWB) | $52.8M | 0.10% | 128,979 | -185 | Trimmed |
| Seagate Technology Holdings plc (STX) | $51.5M | 0.10% | 53,393 | +1,043 | Added |
| iShares Broad Usd High Yld Corp. (USHY) | $50.1M | 0.10% | 1,354,616 | +167,692 | Added |
| UnitedHealth Group Inc. (UNH) | $49.3M | 0.10% | 118,689 | +19,885 | Added |
| AbbVie Inc. (ABBV) | $47.9M | 0.09% | 190,484 | +7,550 | Added |
| GE Vernova Inc. (GEV) | $47.7M | 0.09% | 40,606 | +1,000 | Added |
| DBX ETF Trust (HYLB) | $45.9M | 0.09% | 1,258,046 | -277,492 | Trimmed |
| Technology Select Sector SPDR ETF (XLK) | $42.4M | 0.08% | 222,792 | -3,781 | Trimmed |
| Home Depot, Inc. (HD) | $42.0M | 0.08% | 119,059 | -3,060 | Trimmed |
| Abrdn Precious Metals Basket (GLTR) | $41.5M | 0.08% | 229,307 | +43,328 | Added |
| SPDR Gold Trust (GLD) | $41.5M | 0.08% | 112,615 | -13,288 | Trimmed |
| Chevron Corp. (CVX) | $41.0M | 0.08% | 247,455 | +8,050 | Added |
| Merck & Co., Inc. (MRK) | $40.8M | 0.08% | 317,659 | +6,380 | Added |
| Coca-Cola Co. (KO) | $40.8M | 0.08% | 501,901 | +36,982 | Added |
| Procter & Gamble Co. (PG) | $39.2M | 0.07% | 267,186 | +17,218 | Added |
| iShares Trust (SOXX) | $39.2M | 0.07% | 61,114 | +12,772 | Added |
| Morgan Stanley (MS) | $38.6M | 0.07% | 184,586 | +7,913 | Added |
| Philip Morris International Inc. (PM) | $38.1M | 0.07% | 210,718 | +10,748 | Added |