| WWISDOMTREE TRDGRW |
| 34.09% | 30.9% | $688.6M | 7.2M | $618.0M | 6.9M | +290,251+4.20% | Add |
| SSELECT SECTOR SPDR TRXLE |
| 11.57% | 16.33% | $233.6M | 4.4M | $326.6M | 7.3M | -2.9M-39.79% | Reduce |
CENTRAL SECS CORPCET |
| 9.65% | 9.32% | $194.9M | 3.8M | $186.4M | 3.6M | +195,313+5.35% | Add |
| IISHARES TREFV |
| 8.99% | 11.92% | $181.5M | 2.4M | $238.4M | 3.3M | -967,522-28.98% | Reduce |
| IISHARES TREMB |
| 7.63% | 7.07% | $154.2M | 1.6M | $141.5M | 1.5M | +129,045+8.78% | Add |
| IISHARES COREIJH |
| 7.03% | 5.99% | $141.9M | 1.8M | $119.8M | 1.8M | +24,862+1.37% | Add |
| JJANUS DETROIT STR TRJMBS |
| 4.53% | 4.32% | $91.6M | 2.0M | $86.5M | 1.9M | +142,790+7.55% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 4.08% | 3.85% | $82.4M | 1.5M | $76.9M | 1.3M | +114,703+8.53% | Add |
| SSTATE STREETSPYV |
| 1.46% | 1.34% | $29.4M | 483,626 | $26.7M | 470,213 | +13,413+2.85% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 1.07% | 1.07% | $21.7M | 463,399 | $21.4M | 454,796 | +8,603+1.89% | Add |
| IISHARES INCIEMG |
| 0.78% | 0.56% | $15.7M | 190,037 | $11.2M | 166,791 | +23,246+13.94% | Add |
APPLE INCAAPL |
| 0.65% | 0.47% | $13.2M | 45,485 | $9.4M | 34,662 | +10,823+31.22% | Add |
| WWISDOMTREE JAPANDXJ |
| 0.64% | 0.61% | $13.0M | 74,928 | $12.2M | 84,484 | -9,556-11.31% | Reduce |
| GGlobal X Cybersecurity EtfBUG |
| 0.63% | — | $12.7M | 332,880 | $0 | 0 | +332,880 | New Buy |
ABBVIE INCABBV |
| 0.59% | 0.07% | $11.9M | 47,315 | $1.3M | 5,792 | +41,523+716.90% | Add |
| IISHARES RUSSELLIWB |
| 0.59% | 0.6% | $11.8M | 28,905 | $11.9M | 31,882 | -2,977-9.34% | Reduce |
EXXON MOBIL CORPXOM |
| 0.29% | 0.35% | $5.8M | 42,540 | $7.1M | 58,816 | -16,276-27.67% | Reduce |
| SSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETFSLYV |
| 0.27% | 0.23% | $5.4M | 49,600 | $4.6M | 51,111 | -1,511-2.96% | Reduce |
TAIWAN SEMICONDUCTOR MANUFACTSM |
| 0.26% | 0.19% | $5.3M | 11,102 | $3.7M | 12,262 | -1,160-9.46% | Reduce |
MICROSOFT CORPMSFT |
| 0.24% | 0.32% | $4.8M | 12,808 | $6.4M | 13,134 | -326-2.48% | Reduce |
ABBOTT LABORATORIESABT |
| 0.22% | 0.04% | $4.4M | 48,474 | $857,234 | 6,842 | +41,632+608.48% | Add |
NVIDIA CORPORATIONNVDA |
| 0.21% | 0.17% | $4.3M | 21,472 | $3.4M | 18,098 | +3,374+18.64% | Add |
| SSCHWAB STRATEGIC TRSCHE |
| 0.19% | 0.14% | $3.8M | 104,812 | $2.9M | 87,146 | +17,666+20.27% | Add |
CHEVRON CORPORATIONCVX |
| 0.15% | 0.2% | $2.9M | 17,699 | $3.9M | 25,615 | -7,916-30.90% | Reduce |
AMAZON COM INCAMZN |
| 0.14% | 0.09% | $2.8M | 11,911 | $1.8M | 7,847 | +4,064+51.79% | Add |
| IISHARES TRITOT |
| 0.14% | 0.13% | $2.8M | 16,842 | $2.5M | 16,835 | +7+0.04% | Add |
BROADCOM INCAVGO |
| 0.14% | 0.12% | $2.7M | 7,259 | $2.4M | 7,063 | +196+2.78% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.12% | 0.14% | $2.4M | 4,752 | $2.7M | 5,396 | -644-11.93% | Reduce |
TESLA INCTSLA |
| 0.11% | 0.06% | $2.3M | 5,383 | $1.3M | 2,870 | +2,513+87.56% | Add |
ALPHABET INCGOOGL |
| 0.11% | 0.11% | $2.2M | 6,134 | $2.1M | 6,773 | -639-9.43% | Reduce |
| AAlphabet Inc Class CGOOG |
| 0.08% | 0.07% | $1.5M | 4,302 | $1.4M | 4,614 | -312-6.76% | Reduce |
| IISHARES TRIVV |
| 0.07% | 0.07% | $1.5M | 1,943 | $1.5M | 2,183 | -240-10.99% | Reduce |
MASTERCARD INCORPORATEDMA |
| 0.07% | 0.09% | $1.4M | 2,815 | $1.8M | 3,115 | -300-9.63% | Reduce |
META PLATFORMS INCMETA |
| 0.07% | 0.06% | $1.4M | 2,456 | $1.2M | 1,868 | +588+31.48% | Add |
| MMARZETTI COMPANYMZTI |
| 0.07% | 0.1% | $1.3M | 11,822 | $1.9M | 11,783 | +39+0.33% | Add |
WALMART INCWMT |
| 0.07% | 0.06% | $1.3M | 11,742 | $1.3M | 11,434 | +308+2.69% | Add |
MORGAN STANLEYMS |
| 0.07% | 0.06% | $1.3M | 6,332 | $1.1M | 6,445 | -113-1.75% | Reduce |
CATERPILLAR INCCAT |
| 0.06% | 0.03% | $1.3M | 1,212 | $588,916 | 1,028 | +184+17.90% | Add |
| GGOLDMAN SACHS ETF TRGBIL |
| 0.06% | 0.05% | $1.3M | 12,482 | $1.1M | 10,708 | +1,774+16.57% | Add |
| MMATTHEWS INTL FDSJPAN |
| 0.06% | — | $1.2M | 29,218 | $0 | 0 | +29,218 | New Buy |
ELI LILLY & COLLY |
| 0.06% | 0.06% | $1.2M | 1,006 | $1.3M | 1,165 | -159-13.65% | Reduce |
ORACLE CORPORCL |
| 0.06% | 0.06% | $1.2M | 8,174 | $1.2M | 6,067 | +2,107+34.73% | Add |
UNITEDHEALTH GROUP INCUNH |
| 0.05% | 0.02% | $1.1M | 2,670 | $415,368 | 1,258 | +1,412+112.24% | Add |
| VVANGUARD SCOTTSDALE FDSVTC |
| 0.05% | 0.02% | $1.1M | 14,001 | $325,389 | 4,191 | +9,810+234.07% | Add |
MICRON TECHNOLOGY INCMU |
| 0.05% | 0.01% | $1.1M | 918 | $245,453 | 860 | +58+6.74% | Add |
PARK NATL CORPPRK |
| 0.05% | 0.04% | $1.0M | 5,620 | $749,334 | 4,924 | +696+14.13% | Add |
| JJ P MORGAN EXCHANGE TRADED FJQUA |
| 0.05% | 0.06% | $965,144 | 13,353 | $1.3M | 20,154 | -6,801-33.75% | Reduce |
JPMORGAN CHASE & COJPM |
| 0.05% | 0.08% | $933,837 | 2,853 | $1.5M | 4,698 | -1,845-39.27% | Reduce |
CONOCOPHILLIPSCOP |
| 0.05% | 0.06% | $930,342 | 8,949 | $1.1M | 12,284 | -3,335-27.15% | Reduce |
VISA INCV |
| 0.04% | 0.05% | $900,993 | 2,626 | $947,395 | 2,701 | -75-2.78% | Reduce |