| VVANGUARD INDEX FDSVOO |
| 13.87% | 13.36% | $32.9M | 52,501 | $31.7M | 51,738 | +763+1.47% | Add |
| AAVANTIS U SAVUV |
| 4.85% | 5.1% | $11.5M | 112,904 | $12.1M | 121,559 | -8,655-7.12% | Reduce |
| IISHARES TRAGG |
| 3.7% | 4.19% | $8.8M | 87,965 | $9.9M | 98,975 | -11,010-11.12% | Reduce |
 JPMORGAN CHASE & COJPM |
| 3.48% | 3.43% | $8.3M | 25,650 | $8.1M | 25,802 | -152-0.59% | Reduce |
 APPLE INCAAPL |
| 3.42% | 3.24% | $8.1M | 29,887 | $7.7M | 30,131 | -244-0.81% | Reduce |
 BROADCOM INCAVGO |
| 3.4% | 3.35% | $8.1M | 23,311 | $7.9M | 24,076 | -765-3.18% | Reduce |
 MICROSOFT CORPMSFT |
| 3.06% | 3.31% | $7.3M | 15,024 | $7.8M | 15,134 | -110-0.73% | Reduce |
| JJANUS HENDERSONJAAA |
| 3.02% | 3.07% | $7.2M | 141,616 | $7.3M | 143,164 | -1,548-1.08% | Reduce |
| IISHARES TRIEFA |
| 2.49% | 2.49% | $5.9M | 66,135 | $5.9M | 67,521 | -1,386-2.05% | Reduce |
| VVANGUARD MUN BD FDSVTEB |
| 2.35% | 2.37% | $5.6M | 110,795 | $5.6M | 112,033 | -1,238-1.11% | Reduce |
 WALMART INCWMT |
| 2.09% | 1.94% | $5.0M | 44,582 | $4.6M | 44,675 | -93-0.21% | Reduce |
 ALPHABET INCGOOGL |
| 1.86% | 1.48% | $4.4M | 14,122 | $3.5M | 14,414 | -292-2.03% | Reduce |
 MOTOROLA SOLUTIONS INCMSI |
| 1.61% | 1.94% | $3.8M | 9,988 | $4.6M | 10,062 | -74-0.74% | Reduce |
 EATON CORP PLCETN |
| 1.52% | 1.79% | $3.6M | 11,332 | $4.2M | 11,312 | +20+0.18% | Add |
| IISHARES COREIJH |
| 1.49% | 1.47% | $3.5M | 53,768 | $3.5M | 53,431 | +337+0.63% | Add |
| WWISDOMTREE TR WISDOMTREE US VAWTV |
| 1.42% | 1.38% | $3.4M | 36,054 | $3.3M | 35,876 | +178+0.50% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.37% | 1.39% | $3.3M | 22,743 | $3.3M | 23,392 | -649-2.77% | Reduce |
 HOME DEPOT INCHD |
| 1.35% | 1.6% | $3.2M | 9,327 | $3.8M | 9,341 | -14-0.15% | Reduce |
 TRANE TECHNOLOGIES PLCTT |
| 1.29% | 1.43% | $3.1M | 7,895 | $3.4M | 8,041 | -146-1.82% | Reduce |
| IISHARES TRUSMV |
| 1.23% | 1.24% | $2.9M | 31,020 | $2.9M | 30,938 | +82+0.27% | Add |
 ANALOG DEVICES INC COMADI |
| 1.18% | 1.04% | $2.8M | 10,286 | $2.5M | 10,026 | +260+2.59% | Add |
 META PLATFORMS INCMETA |
| 1.14% | 1.27% | $2.7M | 4,077 | $3.0M | 4,105 | -28-0.68% | Reduce |
 CHUBB LIMITEDCB |
| 1.13% | 1.03% | $2.7M | 8,558 | $2.4M | 8,626 | -68-0.79% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 1.13% | 1.11% | $2.7M | 5,477 | $2.6M | 5,469 | +8+0.15% | Add |
 CME GROUP INCCME |
| 1.06% | 1.05% | $2.5M | 9,195 | $2.5M | 9,179 | +16+0.17% | Add |
 JOHNSON & JOHNSONJNJ |
| 1.04% | 0.93% | $2.5M | 11,960 | $2.2M | 11,904 | +56+0.47% | Add |
 MARATHON PETE CORPMPC |
| 1.03% | 1.22% | $2.5M | 15,101 | $2.9M | 15,005 | +96+0.64% | Add |
 ABBVIE INCABBV |
| 1.03% | 1.03% | $2.4M | 10,647 | $2.4M | 10,570 | +77+0.73% | Add |
 JOHNSON CONTROLS INTERNATIONJCI |
| 0.98% | 0.9% | $2.3M | 19,413 | $2.1M | 19,369 | +44+0.23% | Add |
 VISA INCV |
| 0.97% | 0.97% | $2.3M | 6,580 | $2.3M | 6,741 | -161-2.39% | Reduce |
 TJX COS INC NEWTJX |
| 0.95% | 0.92% | $2.2M | 14,605 | $2.2M | 15,031 | -426-2.83% | Reduce |
| VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK |
| 0.85% | 0.84% | $2.0M | 4,918 | $2.0M | 4,941 | -23-0.47% | Reduce |
| IISHARES TRIVW |
| 0.83% | 0.86% | $2.0M | 15,995 | $2.0M | 16,804 | -809-4.81% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.8% | 0.62% | $1.9M | 8,918 | $1.5M | 9,070 | -152-1.68% | Reduce |
 MEDTRONIC PLCMDT |
| 0.75% | 0.74% | $1.8M | 18,486 | $1.7M | 18,365 | +121+0.66% | Add |
 DARDEN RESTAURANTS INCDRI |
| 0.73% | 0.77% | $1.7M | 9,461 | $1.8M | 9,573 | -112-1.17% | Reduce |
 AMAZON COM INCAMZN |
| 0.72% | 0.7% | $1.7M | 7,413 | $1.7M | 7,530 | -117-1.55% | Reduce |
 GE VERNOVA INCGEV |
| 0.72% | 0.69% | $1.7M | 2,605 | $1.6M | 2,672 | -67-2.51% | Reduce |
| VVANGUARD MIDVO |
| 0.7% | 0.69% | $1.7M | 5,757 | $1.6M | 5,541 | +216+3.90% | Add |
 REALTY INCOME CORP COMO |
| 0.7% | 0.76% | $1.7M | 29,576 | $1.8M | 29,631 | -55-0.19% | Reduce |
| VVANGUARD WORLD FDMGV |
| 0.7% | 0.68% | $1.7M | 11,788 | $1.6M | 11,707 | +81+0.69% | Add |
 CUMMINS INCCMI |
| 0.66% | 0.53% | $1.6M | 3,071 | $1.3M | 2,964 | +107+3.61% | Add |
 SALESFORCE INCCRM |
| 0.65% | 0.58% | $1.5M | 5,839 | $1.4M | 5,822 | +17+0.29% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 0.65% | 0.77% | $1.5M | 6,223 | $1.8M | 6,671 | -448-6.72% | Reduce |
 S&P GLOBAL INCSPGI |
| 0.63% | 0.59% | $1.5M | 2,865 | $1.4M | 2,882 | -17-0.59% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 0.6% | 0.67% | $1.4M | 4,311 | $1.6M | 4,607 | -296-6.43% | Reduce |
 ALLSTATE CORPALL |
| 0.6% | 0.62% | $1.4M | 6,798 | $1.5M | 6,839 | -41-0.60% | Reduce |
| FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI |
| 0.6% | 0.59% | $1.4M | 56,819 | $1.4M | 56,115 | +704+1.25% | Add |
 VANECK ETF TRUSTMLN |
| 0.59% | 0.58% | $1.4M | 79,305 | $1.4M | 78,349 | +956+1.22% | Add |
 VERIZON COMMUNICATIONS INCVZ |
| 0.58% | 0.64% | $1.4M | 34,005 | $1.5M | 34,362 | -357-1.04% | Reduce |
