| SSCHWAB STRATEGIC TRSCHD |
| 22.12% | 23.2% | $60.6M | 801,436 | $60.7M | 832,275 | -30,839-3.71% | Reduce |
| IISHARES TRIVV |
| 12.05% | 9.85% | $33.0M | 76,771 | $25.8M | 64,765 | +12,006+18.54% | Add |
| IISHARES COREIJH |
| 9.99% | 10.17% | $27.4M | 101,797 | $26.6M | 102,187 | -390-0.38% | Reduce |
| IISHARES RUSSELLIWF |
| 4.95% | 4.59% | $13.6M | 49,986 | $12.0M | 49,433 | +553+1.12% | Add |
| VVANGUARD WORLD FDVDC |
| 4% | 4.05% | $10.9M | 59,983 | $10.6M | 59,425 | +558+0.94% | Add |
 APPLE INCAAPL |
| 3.71% | 3.96% | $10.2M | 74,202 | $10.4M | 84,851 | -10,649-12.55% | Reduce |
| IISHARES TRIQLT |
| 2.75% | 2.77% | $7.5M | 195,677 | $7.2M | 198,530 | -2,853-1.44% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 2.22% | 2.44% | $6.1M | 27,258 | $6.4M | 30,907 | -3,649-11.81% | Reduce |
 AMAZON COM INCAMZN |
| 2.08% | 2.11% | $5.7M | 1,654 | $5.5M | 1,780 | -126-7.08% | Reduce |
| IISHARES TRLRGF |
| 2.04% | 1.86% | $5.6M | 130,622 | $4.9M | 119,633 | +10,989+9.19% | Add |
| VVANGUARD STAR FDSVXUS |
| 1.56% | 0.63% | $4.3M | 65,002 | $1.7M | 26,464 | +38,538+145.62% | Add |
 CHESAPEAKE UTILS CORPCPK |
| 1.28% | 1.66% | $3.5M | 29,061 | $4.4M | 37,489 | -8,428-22.48% | Reduce |
| IINVESCO EXCH TRD SLF IDX FDBSJL |
| 1.16% | 1.2% | $3.2M | 138,577 | $3.1M | 135,954 | +2,623+1.93% | Add |
 META PLATFORMS INCMETA |
| 1.08% | 0.99% | $2.9M | 8,482 | $2.6M | 8,776 | -294-3.35% | Reduce |
 PRICE T ROWE GROUP INC COMTROW |
| 1.02% | 0.93% | $2.8M | 14,152 | $2.4M | 14,150 | +2+0.01% | Add |
| IISHARES COREIJR |
| 1.02% | 1% | $2.8M | 24,770 | $2.6M | 24,034 | +736+3.06% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 0.92% | 0.83% | $2.5M | 8,640 | $2.2M | 8,949 | -309-3.45% | Reduce |
| SSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFFNDX |
| 0.91% | 0.9% | $2.5M | 45,718 | $2.4M | 45,691 | +27+0.06% | Add |
| IISHARES CORE 1-5 YEAR USD BOND ETFISTB |
| 0.88% | 0.9% | $2.4M | 46,831 | $2.4M | 45,859 | +972+2.12% | Add |
| SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB |
| 0.86% | 0.33% | $2.4M | 75,189 | $862,000 | 27,527 | +47,662+173.15% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSJM1EUR |
| 0.8% | 0.73% | $2.2M | 93,857 | $1.9M | 82,310 | +11,547+14.03% | Add |
 HOME DEPOT INCHD |
| 0.74% | 0.86% | $2.0M | 6,395 | $2.2M | 7,352 | -957-13.02% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.74% | 0.77% | $2.0M | 4,737 | $2.0M | 5,073 | -336-6.62% | Reduce |
 MICROSOFT CORPMSFT |
| 0.71% | 0.78% | $2.0M | 7,199 | $2.0M | 8,633 | -1,434-16.61% | Reduce |
| GGlobal X Funds Robotics & Artificial Intelligence EtfBOTZ |
| 0.51% | 0.41% | $1.4M | 39,594 | $1.1M | 32,387 | +7,207+22.25% | Add |
 JOHNSON & JOHNSONJNJ |
| 0.5% | 0.56% | $1.4M | 8,363 | $1.5M | 8,916 | -553-6.20% | Reduce |
| IINVESCO EXCH TRADED FD TR IIBAB |
| 0.5% | 0.13% | $1.4M | 40,986 | $340,000 | 10,613 | +30,373+286.19% | Add |
| IISHARES TRDGRO |
| 0.5% | 0.4% | $1.4M | 26,965 | $1.1M | 21,756 | +5,209+23.94% | Add |
 MCDONALDS CORPMCD |
| 0.49% | 0.57% | $1.4M | 5,865 | $1.5M | 6,646 | -781-11.75% | Reduce |
| VVANGUARD INDEX FDSVXF |
| 0.49% | — | $1.4M | 7,172 | $0 | 0 | +7,172 | New Buy |
| IINVESCO EXCH TRD SLF IDX FD |
| 0.48% | 0.15% | $1.3M | 51,141 | $382,000 | 15,116 | +36,025+238.32% | Add |
 SALESFORCE INCCRM |
| 0.46% | 0.43% | $1.3M | 5,194 | $1.1M | 5,290 | -96-1.81% | Reduce |
 NIKE INCNKE |
| 0.43% | 0.42% | $1.2M | 7,598 | $1.1M | 8,252 | -654-7.93% | Reduce |
 PROCTER & GAMBLE COPG |
| 0.4% | 0.6% | $1.1M | 8,221 | $1.6M | 11,653 | -3,432-29.45% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.4% | 0.39% | $1.1M | 26,587 | $1.0M | 26,614 | -27-0.10% | Reduce |
 EXXON MOBIL CORPXOM |
| 0.38% | 0.42% | $1.1M | 16,694 | $1.1M | 19,447 | -2,753-14.16% | Reduce |
| IINVESCO EXCH TRD SLF IDX FD2671931D |
| 0.38% | 0.4% | $1.0M | 49,490 | $1.0M | 49,611 | -121-0.24% | Reduce |
 STARBUCKS CORPSBUX |
| 0.37% | 0.62% | $1.0M | 9,123 | $1.6M | 14,765 | -5,642-38.21% | Reduce |
| SSANDY SPRING BANCORP INCSD2 |
| 0.37% | 0.37% | $1.0M | 22,714 | $967,000 | 22,271 | +443+1.99% | Add |
| IISHARES U.S. SMALLCAP EQUITY FACTOR ETFSMLF |
| 0.36% | 0.31% | $979,000 | 17,842 | $821,000 | 15,645 | +2,197+14.04% | Add |
| VVANGUARD INDEX FDSVBK |
| 0.35% | 0.35% | $959,000 | 3,308 | $904,000 | 3,291 | +17+0.52% | Add |
 BLACKSTONE INCBX |
| 0.34% | 0.27% | $920,000 | 9,468 | $706,000 | 9,467 | +1+0.01% | Add |
| IISHARES MSCI EAFE ETFEFA |
| 0.33% | 0.33% | $900,000 | 11,404 | $865,000 | 11,404 | 00.00% | Unchanged |
 DOVER CORPDOV |
| 0.31% | 0.36% | $843,000 | 5,599 | $949,000 | 6,919 | -1,320-19.08% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 0.3% | 0.32% | $832,000 | 2,993 | $842,000 | 3,296 | -303-9.19% | Reduce |
 TESLA INCTSLA |
| 0.29% | 0.3% | $803,000 | 1,182 | $791,000 | 1,184 | -2-0.17% | Reduce |
| IISHARES TRGJS |
| 0.29% | 0.3% | $785,000 | 29,512 | $773,000 | 29,512 | 00.00% | Unchanged |
 MERCK & CO INCMRK |
| 0.28% | 0.29% | $758,000 | 9,745 | $767,000 | 9,956 | -211-2.12% | Reduce |
 NORTHROP GRUMMAN CORP COMNOC |
| 0.27% | 0.25% | $742,000 | 2,040 | $658,000 | 2,034 | +6+0.29% | Add |
| IISHARES TRTIP |
| 0.27% | 0.27% | $742,000 | 5,799 | $709,000 | 5,651 | +148+2.62% | Add |
