| SSTATE STREETSPYV |
| 8.29% | 8.44% | $117.4M | 1.9M | $104.0M | 1.8M | +93,488+5.09% | Add |
| VVANGUARD INDEX FDSVUG |
| 5.17% | 4.87% | $73.2M | 850,288 | $60.0M | 137,402 | +712,886+518.83% | Add |
| IISHARES COREIJH |
| 4.87% | 4.7% | $69.0M | 894,548 | $58.0M | 858,271 | +36,277+4.23% | Add |
| IISHARES INCIEMG |
| 3.56% | 3.28% | $50.4M | 607,891 | $40.4M | 579,438 | +28,453+4.91% | Add |
| IISHARES COREIJR |
| 3.43% | 3.21% | $48.6M | 327,498 | $39.6M | 318,491 | +9,007+2.83% | Add |
 APPLE INCAAPL |
| 2.81% | 2.84% | $39.8M | 137,634 | $35.0M | 138,089 | -455-0.33% | Reduce |
| TTORTOISE NORTH AMERICAN PIPELINE ETFTPYP |
| 2.56% | 2.92% | $36.2M | 863,496 | $36.0M | 850,210 | +13,286+1.56% | Add |
| FFIRST TR EXCH TRADED FD IIIFPE |
| 2.47% | 2.72% | $35.0M | 2.0M | $33.5M | 1.9M | +74,052+3.93% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPQ |
| 2.34% | 2.28% | $33.2M | 540,109 | $28.0M | 505,220 | +34,889+6.91% | Add |
| AAvantis US Small Cap Value ETFAVDV |
| 2.17% | 0.96% | $30.7M | 297,911 | $11.9M | 118,811 | +179,100+150.74% | Add |
| IISHARES TRIYF |
| 1.91% | 1.97% | $27.0M | 211,969 | $24.3M | 206,631 | +5,338+2.58% | Add |
| JJPMORGAN CORE PLUS BOND ETFJCPB |
| 1.76% | 1.89% | $24.9M | 531,372 | $23.2M | 493,777 | +37,595+7.61% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 1.48% | 1.41% | $20.9M | 28,043 | $17.4M | 26,793 | +1,250+4.67% | Add |
| IISHARES US REAL ESTATE ETFIYR |
| 1.31% | 1.35% | $18.6M | 181,876 | $16.6M | 175,501 | +6,375+3.63% | Add |
 JPMORGAN CHASE & COJPM |
| 1.26% | 1.3% | $17.9M | 54,658 | $16.1M | 54,581 | +77+0.14% | Add |
 AMAZON COM INCAMZN |
| 1.24% | 1.25% | $17.5M | 73,626 | $15.4M | 73,901 | -275-0.37% | Reduce |
| SSPDR SERIES TRUSTSPYG |
| 1.23% | 1.16% | $17.5M | 146,984 | $14.3M | 146,169 | +815+0.56% | Add |
| JJ P MORGAN EXCHANGE TRADED FJPIE |
| 1.21% | 1.34% | $17.2M | 372,965 | $16.5M | 358,045 | +14,920+4.17% | Add |
| JJOHN HANCOCK EXCHANGE TRADEDJHMD |
| 1.05% | 1.13% | $14.9M | 335,278 | $14.0M | 329,651 | +5,627+1.71% | Add |
 ALPHABET INCGOOGL |
| 1.04% | 0.95% | $14.7M | 41,120 | $11.7M | 40,578 | +542+1.34% | Add |
| VVANGUARD INDEX FDSVOO |
| 1.04% | 0.91% | $14.7M | 21,392 | $11.2M | 18,771 | +2,621+13.96% | Add |
| JJ P MORGAN EXCHANGE TRADED FJMUB |
| 1.04% | 1.12% | $14.7M | 289,678 | $13.8M | 277,004 | +12,674+4.58% | Add |
| VVANGUARD FSTEVWO |
| 1.02% | 1.04% | $14.5M | 242,918 | $12.9M | 237,926 | +4,992+2.10% | Add |
| JJ P MORGAN EXCHANGE TRADED FJEPI |
| 1.01% | 1.16% | $14.3M | 253,551 | $14.3M | 252,099 | +1,452+0.58% | Add |
| IISHARES BITCOIN TRUST ETFIBIT |
| 0.95% | 1.97% | $13.4M | 403,891 | $24.2M | 630,574 | -226,683-35.95% | Reduce |
| CCAPITAL GROUP DIVIDEND VALUECCBG |
| 0.89% | 0.85% | $12.6M | 255,475 | $10.4M | 245,102 | +10,373+4.23% | Add |
| IINVESCO QQQ TRVOO |
| 0.87% | 0.69% | $12.3M | 16,664 | $8.5M | 14,705 | +1,959+13.32% | Add |
| VVANGUARD SCOTTSDALE FDSBSV |
| 0.85% | 0.92% | $12.1M | 152,491 | $11.3M | 143,076 | +9,415+6.58% | Add |
 MICROSOFT CORPMSFT |
| 0.82% | 0.89% | $11.6M | 31,211 | $11.0M | 29,703 | +1,508+5.08% | Add |
| FFIRST TR EXCH TRADED FD IIIFMNY |
| 0.8% | 0.78% | $11.3M | 418,869 | $9.7M | 365,614 | +53,255+14.57% | Add |
| VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG |
| 0.75% | 0.72% | $10.6M | 128,749 | $8.9M | 21,894 | +106,855+488.06% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.74% | 0.71% | $10.5M | 52,702 | $8.7M | 50,106 | +2,596+5.18% | Add |
| BBITWISE BITCOIN ETF TRBITB |
| 0.73% | 0.06% | $10.3M | 323,226 | $693,280 | 18,834 | +304,392+1,616.18% | Add |
| AAlphabet Inc Class CGOOG |
| 0.72% | 0.68% | $10.2M | 28,770 | $8.3M | 29,057 | -287-0.99% | Reduce |
| VVANGUARD MALVERN FDSVTIP |
| 0.7% | 0.72% | $9.9M | 197,766 | $8.9M | 178,403 | +19,363+10.85% | Add |
| IISHARES TREFAV |
| 0.7% | 0.82% | $9.9M | 113,016 | $10.1M | 110,266 | +2,750+2.49% | Add |
 REAVES UTIL INCOME FDUTG |
| 0.69% | 0.73% | $9.7M | 238,730 | $9.0M | 230,239 | +8,491+3.69% | Add |
 TESLA INCTSLA |
| 0.68% | 0.67% | $9.6M | 22,740 | $8.3M | 22,232 | +508+2.28% | Add |
 PALO ALTOPANW |
| 0.67% | 0.35% | $9.5M | 27,737 | $4.3M | 27,041 | +696+2.57% | Add |
| VVANGUARD WORLD FDVGT |
| 0.65% | 0.5% | $9.3M | 77,453 | $6.1M | 8,806 | +68,647+779.55% | Add |
| AAMPLIFY ETF TRDIVO |
| 0.6% | 0.67% | $8.5M | 186,746 | $8.2M | 183,508 | +3,238+1.76% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| 0.59% | 0.59% | $8.4M | 39,320 | $7.3M | 37,958 | +1,362+3.59% | Add |
 ELI LILLY & COLLY |
| 0.56% | 0.49% | $7.9M | 6,605 | $6.0M | 6,516 | +89+1.37% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 0.54% | 0.31% | $7.6M | 11,916 | $3.9M | 11,721 | +195+1.66% | Add |
 LAM RESEARCH CORPLRCX |
| 0.53% | 0.33% | $7.6M | 17,459 | $4.0M | 18,947 | -1,488-7.85% | Reduce |
 BROADCOM INCAVGO |
| 0.52% | 0.49% | $7.4M | 19,665 | $6.0M | 19,318 | +347+1.80% | Add |
| SSTATE STREETXLI |
| 0.52% | 0.5% | $7.3M | 39,413 | $6.2M | 38,161 | +1,252+3.28% | Add |
| VVANGUARD INTL EQUITY INDEX FVGK |
| 0.51% | 0.54% | $7.2M | 81,367 | $6.6M | 80,449 | +918+1.14% | Add |
 EXXON MOBIL CORPXOM |
| 0.5% | 0.69% | $7.1M | 51,881 | $8.5M | 50,354 | +1,527+3.03% | Add |
| IISHARES TRIVV |
| 0.49% | 0.49% | $6.9M | 9,261 | $6.0M | 9,241 | +20+0.22% | Add |
