| IISHARES TRIVV |
| 10.26% | 9.73% | $20.0M | 26,649 | $15.9M | 24,278 | +2,371+9.77% | Add |
PEOPLES BANCORP INCPEBO |
| 8.76% | 8.95% | $17.0M | 443,563 | $14.6M | 443,618 | -55-0.01% | Reduce |
| IISHARES TRIVW |
| 6.61% | 5.92% | $12.9M | 93,540 | $9.6M | 85,215 | +8,325+9.77% | Add |
| IISHARES COREIJH |
| 5.23% | 5.18% | $10.2M | 131,933 | $8.4M | 124,912 | +7,021+5.62% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 3.88% | 3.98% | $7.6M | 10,117 | $6.5M | 9,973 | +144+1.44% | Add |
| IISHARES RUSSELLIWB |
| 3.17% | 3.34% | $6.2M | 15,071 | $5.4M | 15,281 | -210-1.37% | Reduce |
| IISHARES S&PIVE |
| 3.03% | 2.8% | $5.9M | 25,928 | $4.6M | 21,587 | +4,341+20.11% | Add |
| VVANGUARD SCOTTSDALE FDSVGIT |
| 2.88% | 3.57% | $5.6M | 95,094 | $5.8M | 97,581 | -2,487-2.55% | Reduce |
APPLE INCAAPL |
| 2.84% | 2.81% | $5.5M | 19,067 | $4.6M | 18,035 | +1,032+5.72% | Add |
| IISHARES COREIJR |
| 2.66% | 2.7% | $5.2M | 34,931 | $4.4M | 35,329 | -398-1.13% | Reduce |
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY |
| 2.62% | 2.11% | $5.1M | 62,034 | $3.4M | 41,606 | +20,428+49.10% | Add |
| IISHARES TRIGIB |
| 2.44% | 2.52% | $4.7M | 89,259 | $4.1M | 77,163 | +12,096+15.68% | Add |
| IISHARES CORE 1-5 YEAR USD BOND ETFISTB |
| 2.2% | 2.24% | $4.3M | 88,527 | $3.7M | 75,466 | +13,061+17.31% | Add |
CHEVRON CORPORATIONCVX |
| 2.04% | 3% | $4.0M | 23,937 | $4.9M | 23,643 | +294+1.24% | Add |
| VVANGUARD FTSEVEA |
| 2.02% | 1.8% | $3.9M | 55,221 | $2.9M | 45,708 | +9,513+20.81% | Add |
JPMORGAN CHASE & COJPM |
| 2% | 2.12% | $3.9M | 11,909 | $3.5M | 11,745 | +164+1.40% | Add |
| DDIMENSIONAL ETF TRUSTDFIV |
| 1.56% | 1.38% | $3.0M | 56,160 | $2.2M | 42,444 | +13,716+32.32% | Add |
MICRON TECHNOLOGY INCMU |
| 1.45% | 0.51% | $2.8M | 2,437 | $823,316 | 2,437 | 00.00% | Unchanged |
| IISHARES TRDIVB |
| 1.34% | 1.05% | $2.6M | 42,360 | $1.7M | 31,670 | +10,690+33.75% | Add |
NVIDIA CORPORATIONNVDA |
| 1.33% | 1.22% | $2.6M | 12,970 | $2.0M | 11,366 | +1,604+14.11% | Add |
| PPIMCO ETF TRPYLD |
| 1.28% | 1.19% | $2.5M | 94,036 | $1.9M | 73,985 | +20,051+27.10% | Add |
MICROSOFT CORPMSFT |
| 1.18% | 1.27% | $2.3M | 6,160 | $2.1M | 5,598 | +562+10.04% | Add |
AMAZON COM INCAMZN |
| 1.12% | 1.05% | $2.2M | 9,137 | $1.7M | 8,185 | +952+11.63% | Add |
| IISHARES RUSSELL MIDCAP ETFIWR |
| 1.08% | 1.14% | $2.1M | 18,962 | $1.9M | 19,143 | -181-0.95% | Reduce |
PROCTER & GAMBLE COPG |
| 1.07% | 1.46% | $2.1M | 14,187 | $2.4M | 16,430 | -2,243-13.65% | Reduce |
EXXON MOBIL CORPXOM |
| 1% | 1.5% | $1.9M | 14,227 | $2.5M | 14,448 | -221-1.53% | Reduce |
| VVANGUARD FSTEVWO |
| 0.99% | 0.96% | $1.9M | 32,116 | $1.6M | 28,825 | +3,291+11.42% | Add |
META PLATFORMS INCMETA |
| 0.95% | 1.12% | $1.9M | 3,287 | $1.8M | 3,190 | +97+3.04% | Add |
| FFIDELITY COVINGTON TRUSTFESM |
| 0.92% | 0.56% | $1.8M | 36,953 | $918,536 | 24,172 | +12,781+52.88% | Add |
CORNING INCGLW |
| 0.74% | 0.49% | $1.4M | 5,604 | $795,425 | 5,850 | -246-4.21% | Reduce |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.73% | 0.74% | $1.4M | 27,168 | $1.2M | 22,918 | +4,250+18.54% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.73% | 0.59% | $1.4M | 1,927 | $958,695 | 1,661 | +266+16.01% | Add |
ALPHABET INCGOOGL |
| 0.68% | 0.65% | $1.3M | 3,682 | $1.1M | 3,672 | +10+0.27% | Add |
APPLIED MATLS INCAMAT |
| 0.68% | 0.39% | $1.3M | 1,818 | $636,756 | 1,863 | -45-2.42% | Reduce |
| EESCALADE INC COMESCA |
| 0.63% | 0.69% | $1.2M | 65,316 | $1.1M | 65,316 | 00.00% | Unchanged |
LENNOX INTL INCLII |
| 0.63% | 0.61% | $1.2M | 2,140 | $993,238 | 2,140 | 00.00% | Unchanged |
| BBANK OF AMER CORPBAC |
| 0.63% | 0.63% | $1.2M | 21,410 | $1.0M | 21,103 | +307+1.45% | Add |
DEERE & CODE |
| 0.55% | 0.6% | $1.1M | 1,687 | $970,006 | 1,722 | -35-2.03% | Reduce |
PHILLIPS 66PSX |
| 0.54% | 0.7% | $1.1M | 6,262 | $1.1M | 6,274 | -12-0.19% | Reduce |
ELI LILLY & COLLY |
| 0.54% | 0.46% | $1.0M | 873 | $742,253 | 807 | +66+8.18% | Add |
ORACLE CORPORCL |
| 0.52% | 0.6% | $1.0M | 6,897 | $980,782 | 6,667 | +230+3.45% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 0.48% | 0.54% | $928,583 | 8,939 | $874,948 | 9,008 | -69-0.77% | Reduce |
CISCO SYS INCCSCO |
| 0.47% | 0.38% | $923,236 | 7,860 | $619,787 | 7,988 | -128-1.60% | Reduce |
HOME DEPOT INCHD |
| 0.46% | 0.53% | $904,271 | 2,564 | $856,432 | 2,604 | -40-1.54% | Reduce |
MERCK & CO INCMRK |
| 0.46% | 0.51% | $890,507 | 6,930 | $822,904 | 6,841 | +89+1.30% | Add |
| VVANGUARD WORLD FDVGT |
| 0.45% | 0.39% | $881,103 | 7,372 | $643,298 | 922 | +6,450+699.57% | Add |
MORGAN STANLEYMS |
| 0.45% | 0.45% | $875,668 | 4,189 | $729,540 | 4,433 | -244-5.50% | Reduce |
CSX CORPCSX |
| 0.45% | 0.46% | $868,231 | 18,267 | $754,993 | 18,392 | -125-0.68% | Reduce |
| SSPDR SERIES TRUSTSDY |
| 0.44% | 0.51% | $863,927 | 5,677 | $837,404 | 5,738 | -61-1.06% | Reduce |
| IISHARES TRIEFA |
| 0.44% | 0.52% | $860,913 | 8,914 | $841,115 | 9,291 | -377-4.06% | Reduce |