| SSTATE STREETSPYM |
| 15.79% | 14.57% | $25.2M | 286,656 | $20.7M | 270,512 | +16,144+5.97% | Add |
| SSTATE STREETSPAB |
| 11.24% | 12.62% | $17.9M | 702,691 | $17.9M | 700,150 | +2,541+0.36% | Add |
| SSPDR INDEX SHS FDSSPDW |
| 8.85% | 8.42% | $14.1M | 280,223 | $12.0M | 262,191 | +18,032+6.88% | Add |
| SSTATE STREETSPIB |
| 5.74% | 6.52% | $9.2M | 273,730 | $9.3M | 276,437 | -2,707-0.98% | Reduce |
| VVANGUARD MIDVO |
| 5.73% | 5.2% | $9.2M | 113,577 | $7.4M | 25,733 | +87,844+341.37% | Add |
| VVANGUARD SPECIALIZED FUNDSVIG |
| 5.69% | 5.57% | $9.1M | 38,355 | $7.9M | 36,829 | +1,526+4.14% | Add |
| IISHARES TRAGG |
| 4.47% | 4.46% | $7.1M | 72,064 | $6.3M | 63,849 | +8,215+12.87% | Add |
| VVANGUARD FSTEVWO |
| 3.97% | 3.7% | $6.3M | 106,055 | $5.3M | 97,244 | +8,811+9.06% | Add |
| VVANGUARD INDEX FDSVNQ |
| 3.5% | 3.34% | $5.6M | 57,936 | $4.7M | 53,438 | +4,498+8.42% | Add |
| IISHARES COREIJR |
| 3.05% | 2.65% | $4.9M | 32,831 | $3.8M | 30,292 | +2,539+8.38% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 2.54% | 2.51% | $4.1M | 5,438 | $3.6M | 5,487 | -49-0.89% | Reduce |
| SSTATE STREETSPMD |
| 2.44% | 2.41% | $3.9M | 57,678 | $3.4M | 57,911 | -233-0.40% | Reduce |
| SSELECT SECTOR SPDR TRXLK |
| 2.42% | 2.22% | $3.9M | 20,283 | $3.2M | 23,775 | -3,492-14.69% | Reduce |
ELI LILLY & COLLY |
| 1.79% | 1.56% | $2.9M | 2,385 | $2.2M | 2,403 | -18-0.75% | Reduce |
| IISHARES TRIVV |
| 1.45% | 1.42% | $2.3M | 3,097 | $2.0M | 3,080 | +17+0.55% | Add |
APPLE INCAAPL |
| 1.07% | 1.06% | $1.7M | 5,911 | $1.5M | 5,957 | -46-0.77% | Reduce |
| SSPDR INDEX SHS FDSSPEM |
| 0.9% | 0.94% | $1.4M | 27,876 | $1.3M | 28,446 | -570-2.00% | Reduce |
| SSTATE STREETSPSM |
| 0.89% | 0.86% | $1.4M | 24,743 | $1.2M | 25,163 | -420-1.67% | Reduce |
META PLATFORMS INCMETA |
| 0.84% | 0.96% | $1.3M | 2,376 | $1.4M | 2,384 | -8-0.34% | Reduce |
| VVANGUARD SCOTTSDALE FDSVCIT |
| 0.74% | 0.56% | $1.2M | 14,312 | $791,504 | 9,565 | +4,747+49.63% | Add |
| VVANGUARD FTSEVEA |
| 0.7% | 0.71% | $1.1M | 15,703 | $1.0M | 15,703 | 00.00% | Unchanged |
| AAlphabet Inc Class CGOOG |
| 0.68% | 0.63% | $1.1M | 3,093 | $891,562 | 3,108 | -15-0.48% | Reduce |
| SSPDR SERIES TRUSTSPYD |
| 0.67% | 0.79% | $1.1M | 22,296 | $1.1M | 24,775 | -2,479-10.01% | Reduce |
| IISHARES TRUSRT |
| 0.65% | 0.72% | $1.0M | 15,576 | $1.0M | 17,172 | -1,596-9.29% | Reduce |
| SSTATE STREETXLI |
| 0.65% | 0.64% | $1.0M | 5,565 | $907,467 | 5,611 | -46-0.82% | Reduce |
AFLAC INC COMAFL |
| 0.6% | 0.64% | $964,639 | 8,227 | $906,336 | 8,261 | -34-0.41% | Reduce |
CONSOLIDATED EDISON INCED |
| 0.57% | 0.66% | $910,042 | 8,226 | $934,414 | 8,256 | -30-0.36% | Reduce |
| SSELECT SECTOR SPDR TRXLY |
| 0.56% | 0.6% | $898,717 | 7,663 | $846,012 | 7,763 | -100-1.29% | Reduce |
| IISHARES US REAL ESTATE ETFIYR |
| 0.56% | 0.6% | $891,007 | 8,714 | $859,550 | 9,090 | -376-4.14% | Reduce |
| SSTATE STREET SPDR MSCI ACWI EX-US ETFCWI |
| 0.51% | 0.54% | $818,484 | 20,125 | $772,159 | 21,103 | -978-4.63% | Reduce |
COCA COLA COKO |
| 0.5% | 0.53% | $796,622 | 9,802 | $753,123 | 9,903 | -101-1.02% | Reduce |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.5% | 0.56% | $796,315 | 5,019 | $794,773 | 5,421 | -402-7.42% | Reduce |
| SSELECT SECTOR SPDR TRXLF |
| 0.49% | 0.57% | $778,953 | 14,530 | $816,530 | 16,539 | -2,009-12.15% | Reduce |
TARGET CORP COMTGT |
| 0.48% | 0.51% | $769,076 | 5,888 | $726,750 | 5,996 | -108-1.80% | Reduce |
PROCTER & GAMBLE COPG |
| 0.45% | 0.5% | $720,885 | 4,916 | $705,446 | 4,884 | +32+0.66% | Add |
KIMBERLY-CLARK CORPKMB |
| 0.45% | 0.44% | $720,530 | 6,564 | $629,756 | 6,528 | +36+0.55% | Add |
| VVANGUARD INTL EQUITY INDEX FVEU |
| 0.45% | 0.46% | $716,563 | 8,556 | $656,876 | 8,747 | -191-2.18% | Reduce |
AUTOMATIC DATA PROCESSING INADP |
| 0.44% | 0.44% | $696,162 | 3,109 | $629,350 | 3,098 | +11+0.36% | Add |
SYSCO CORP COMSYY |
| 0.43% | 0.4% | $685,329 | 8,200 | $566,765 | 7,946 | +254+3.20% | Add |
| IISHARES TREEM |
| 0.43% | 0.42% | $681,227 | 9,958 | $593,172 | 10,445 | -487-4.66% | Reduce |
WELLS FARGO CO NEWWFC |
| 0.41% | 0.44% | $654,344 | 7,918 | $630,352 | 7,918 | 00.00% | Unchanged |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.38% | 0.44% | $612,469 | 18,398 | $630,511 | 16,411 | +1,987+12.11% | Add |
VERIZON COMMUNICATIONS INCVZ |
| 0.35% | 0.46% | $554,781 | 13,103 | $657,771 | 13,103 | 00.00% | Unchanged |
| VVANGUARD TOTALBND |
| 0.31% | 0.35% | $498,821 | 6,795 | $500,384 | 6,795 | 00.00% | Unchanged |
JPMORGAN CHASE & COJPM |
| 0.31% | 0.31% | $495,918 | 1,515 | $445,652 | 1,515 | 00.00% | Unchanged |
| SSCHWAB STRATEGIC TRSCHM |
| 0.3% | 0.28% | $473,706 | 12,848 | $394,183 | 12,732 | +116+0.91% | Add |
| VVANGUARD INDEX FDSVOO |
| 0.3% | 0.29% | $471,152 | 686 | $409,322 | 685 | +1+0.15% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 0.28% | 0.3% | $446,541 | 2,826 | $431,515 | 2,914 | -88-3.02% | Reduce |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.26% | 0.28% | $410,320 | 820 | $392,944 | 820 | 00.00% | Unchanged |
| IISHARES INCIEMG |
| 0.25% | 0.22% | $402,934 | 4,864 | $309,411 | 4,436 | +428+9.65% | Add |