I ISHARES TR MUB
9.2% 7.66% $31.6M 305,284 $33.6M 318,205 -12,921 -4.06% Reduce I ISHARES TR ESGU
4.86% 4.38% $16.7M 143,048 $19.2M 157,426 -14,378 -9.13% Reduce I ISHARES MSCI EAFE ETF EFA
4.42% 0.64% $15.2M 183,380 $2.8M 34,458 +148,922 +432.18% Add I ISHARES TR IEFA
4.19% 3.83% $14.4M 187,450 $16.8M 221,560 -34,110 -15.40% Reduce I ISHARES TR IWL
3.57% 5.95% $12.3M 93,113 $26.0M 189,478 -96,365 -50.86% Reduce ISHARES MBS MBB
3.48% 1.4% $11.9M 129,231 $6.1M 65,153 +64,078 +98.35% Add I ISHARES ESG AWARE US AGGREGATE BOND ETF EAGG
2.61% 2.19% $9.0M 191,789 $9.6M 201,507 -9,718 -4.82% Reduce I ISHARES TR AGG
2.09% 1.27% $7.2M 73,506 $5.5M 55,994 +17,512 +31.27% Add MICROSOFT CORP MSFT
1.95% 1.6% $6.7M 17,885 $7.0M 18,623 -738 -3.96% Reduce VANECK PREFERRED SECURITIES EX FINANCIALSETF PFXF
1.92% 1.43% $6.6M 389,766 $6.2M 364,304 +25,462 +6.99% Add AMAZON COM INC AMZN
1.92% 1.7% $6.6M 36,481 $7.4M 39,030 -2,549 -6.53% Reduce S SCHWAB STRATEGIC TR SCHF
1.91% 0.16% $6.6M 326,812 $689,175 34,842 +291,970 +837.98% Add S SPDR INDEX SHS FDS SPEM
1.82% 1.46% $6.2M 161,262 $6.4M 162,563 -1,301 -0.80% Reduce I ISHARES MSCI QUAL
1.77% 0.81% $6.1M 37,091 $3.5M 20,767 +16,324 +78.61% Add I INVESCO QQQ TR QQQ
1.76% — $6.1M 13,321 $0 0 +13,321 New Buy NVIDIA CORPORATION NVDA
1.64% 1.21% $5.6M 54,854 $5.3M 48,691 +6,163 +12.66% Add V VANGUARD TOTAL BND
1.57% 0.42% $5.4M 74,164 $1.8M 25,113 +49,051 +195.32% Add APPLE INC AAPL
1.43% 1.2% $4.9M 24,075 $5.2M 23,616 +459 +1.94% Add I ISHARES CORE IJH
1.28% 1.1% $4.4M 78,848 $4.8M 82,329 -3,481 -4.23% Reduce F FIRST TR EXCH TRADED FD III FMB
1.23% 0.2% $4.2M 85,286 $866,759 17,190 +68,096 +396.14% Add I ISHARES TR ITOT
1.22% 6.23% $4.2M 35,788 $27.3M 223,425 -187,637 -83.98% Reduce I ISHARES INC ESGE
1.21% 1% $4.1M 120,450 $4.4M 124,929 -4,479 -3.59% Reduce COSTCO WHOLESALE CORPORATION COST
1.19% 0.77% $4.1M 4,204 $3.4M 3,575 +629 +17.59% Add I ISHARES TR EFV
1.19% 0.85% $4.1M 68,422 $3.7M 62,924 +5,498 +8.74% Add I ISHARES TR IUSB
1.14% 1.67% $3.9M 86,237 $7.3M 158,313 -72,076 -45.53% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
1.08% 0.77% $3.7M 7,010 $3.4M 6,370 +640 +10.05% Add V VANGUARD INDEX FDS VOO
1.07% 2.47% $3.7M 7,497 $10.8M 23,040 -15,543 -67.46% Reduce VISA INC V
1.07% 1.04% $3.7M 10,967 $4.5M 12,943 -1,976 -15.27% Reduce I ISHARES S&P IVE
1.03% 0.49% $3.6M 19,800 $2.1M 11,204 +8,596 +76.72% Add I ISHARES RUSSELL MIDCAP ETF IWR
1% 0.05% $3.4M 42,096 $231,050 2,716 +39,380 +1,449.93% Add I ISHARES AAA - A RATED CORPORATE BOND ETF QLTA
0.98% 0.15% $3.4M 71,607 $650,353 13,683 +57,924 +423.33% Add ISHARES TR XJH
0.94% 0.54% $3.2M 86,289 $2.4M 60,287 +26,002 +43.13% Add ALPHABET INC GOOGL
0.93% 0.77% $3.2M 20,561 $3.4M 21,721 -1,160 -5.34% Reduce I ISHARES TR DSI
0.88% 1.17% $3.0M 30,860 $5.1M 49,998 -19,138 -38.28% Reduce JPMORGAN CHASE & CO JPM
0.81% 0.56% $2.8M 11,490 $2.4M 9,930 +1,560 +15.71% Add WASTE MGMT INC DEL WM
0.78% 0.63% $2.7M 11,721 $2.8M 11,957 -236 -1.97% Reduce I ISHARES TR SUSC
0.77% 0.92% $2.6M 116,644 $4.0M 173,997 -57,353 -32.96% Reduce FIFTH THIRD BANCORP COM FITB
0.74% 0.51% $2.5M 69,762 $2.2M 58,145 +11,617 +19.98% Add I INVESCO EXCH TRADED FD TR II PZA
0.67% 0.08% $2.3M 102,232 $362,789 15,746 +86,486 +549.26% Add INTUIT INTU
0.64% 0.56% $2.2M 3,717 $2.4M 3,965 -248 -6.25% Reduce COCA COLA CO KO
0.64% 0.51% $2.2M 30,013 $2.2M 31,147 -1,134 -3.64% Reduce I ISHARES CORE IJR
0.64% 0.55% $2.2M 22,388 $2.4M 22,955 -567 -2.47% Reduce DEERE & CO DE
0.63% 0.52% $2.2M 4,764 $2.3M 4,837 -73 -1.51% Reduce I ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF IGSB
0.63% 0.48% $2.2M 41,562 $2.1M 39,825 +1,737 +4.36% Add UNITEDHEALTH GROUP INC UNH
0.62% 0.6% $2.1M 4,978 $2.6M 5,036 -58 -1.15% Reduce HOME DEPOT INC HD
0.61% 0.53% $2.1M 5,925 $2.3M 6,288 -363 -5.77% Reduce JOHNSON & JOHNSON JNJ
0.61% 0.54% $2.1M 13,574 $2.4M 14,291 -717 -5.02% Reduce V VICTORYSHARES FREE CASH FLOW ETF VFLO
0.6% 0.06% $2.1M 64,373 $260,768 7,607 +56,766 +746.23% Add PROCTER & GAMBLE CO PG
0.6% 0.33% $2.1M 12,401 $1.5M 8,604 +3,797 +44.13% Add META PLATFORMS INC META
0.58% 0.59% $2.0M 3,856 $2.6M 4,467 -611 -13.68% Reduce 
