| IISHARES TRIVV |
| 19.23% | 19.04% | $45.9M | 61,329 | $38.9M | 59,504 | +1,825+3.07% | Add |
APPLE INCAAPL |
| 7.51% | 7.86% | $17.9M | 61,991 | $16.0M | 63,195 | -1,204-1.91% | Reduce |
| IISHARES TRHDV |
| 5.72% | 6.6% | $13.7M | 498,717 | $13.5M | 99,322 | +399,395+402.12% | Add |
| IISHARES TRIVW |
| 3.1% | 2.58% | $7.4M | 53,760 | $5.3M | 46,579 | +7,181+15.42% | Add |
| VVANGUARD INDEX FDSVOO |
| 2.3% | 2.02% | $5.5M | 7,460 | $4.1M | 7,158 | +302+4.22% | Add |
ALPHABET INCGOOGL |
| 2.22% | 2.11% | $5.3M | 14,812 | $4.3M | 15,012 | -200-1.33% | Reduce |
PROCTER & GAMBLE COPG |
| 2.08% | 2.28% | $5.0M | 33,936 | $4.6M | 32,170 | +1,766+5.49% | Add |
PALANTIR TECHNOLOGIES INCPLTR |
| 2.08% | 2.92% | $5.0M | 42,616 | $6.0M | 40,689 | +1,927+4.74% | Add |
| VVANGUARD WHITEHALL FDSVYM |
| 1.93% | 2.14% | $4.6M | 29,163 | $4.4M | 29,489 | -326-1.11% | Reduce |
META PLATFORMS INCMETA |
| 1.91% | 2.38% | $4.6M | 8,110 | $4.9M | 8,478 | -368-4.34% | Reduce |
MICROSOFT CORPMSFT |
| 1.88% | 2.05% | $4.5M | 12,065 | $4.2M | 11,298 | +767+6.79% | Add |
NVIDIA CORPORATIONNVDA |
| 1.71% | 1.73% | $4.1M | 20,357 | $3.5M | 20,294 | +63+0.31% | Add |
ABBVIE INCABBV |
| 1.61% | 1.45% | $3.8M | 15,264 | $3.0M | 13,622 | +1,642+12.05% | Add |
| IISHARES RUSSELLIWF |
| 1.52% | 1.53% | $3.6M | 29,236 | $3.1M | 7,333 | +21,903+298.69% | Add |
| AAlphabet Inc Class CGOOG |
| 1.38% | 1.31% | $3.3M | 9,308 | $2.7M | 9,339 | -31-0.33% | Reduce |
| IISHARES TRDVY |
| 1.37% | 1.57% | $3.3M | 20,948 | $3.2M | 21,145 | -197-0.93% | Reduce |
JPMORGAN CHASE & COJPM |
| 1.3% | 1.32% | $3.1M | 9,463 | $2.7M | 9,150 | +313+3.42% | Add |
BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.28% | 1.47% | $3.0M | 6,093 | $3.0M | 6,267 | -174-2.78% | Reduce |
| IISHARES BITCOIN TRUST ETFIBIT |
| 1.08% | 1.14% | $2.6M | 77,664 | $2.3M | 60,413 | +17,251+28.56% | Add |
MICRON TECHNOLOGY INCMU |
| 1.06% | 0.43% | $2.5M | 2,197 | $887,844 | 2,628 | -431-16.40% | Reduce |
| FFIDELITY COVINGTON TRUSTFENI |
| 0.92% | 0.82% | $2.2M | 54,777 | $1.7M | 45,026 | +9,751+21.66% | Add |
AMAZON COM INCAMZN |
| 0.91% | 0.92% | $2.2M | 9,142 | $1.9M | 9,058 | +84+0.93% | Add |
JOHNSON & JOHNSONJNJ |
| 0.89% | 0.9% | $2.1M | 8,363 | $1.8M | 7,477 | +886+11.85% | Add |
EXXON MOBIL CORPXOM |
| 0.88% | 1.06% | $2.1M | 15,357 | $2.2M | 12,814 | +2,543+19.85% | Add |
CISCO SYS INCCSCO |
| 0.87% | 0.64% | $2.1M | 17,643 | $1.3M | 16,756 | +887+5.29% | Add |
| FFIRST TR EXCHANGE-TRADED FDFTCS |
| 0.82% | 0.96% | $2.0M | 20,949 | $2.0M | 21,140 | -191-0.90% | Reduce |
| IISHARES TRDGRO |
| 0.75% | 0.81% | $1.8M | 23,729 | $1.6M | 23,508 | +221+0.94% | Add |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.72% | 0.72% | $1.7M | 2,300 | $1.5M | 2,268 | +32+1.41% | Add |
GOLDMAN SACHS GROUP INCGS |
| 0.65% | 0.14% | $1.5M | 1,532 | $280,869 | 332 | +1,200+361.45% | Add |
| IINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT |
| 0.64% | 0.52% | $1.5M | 23,540 | $1.1M | 23,540 | 00.00% | Unchanged |
| LLCNB CORP COMLCNB |
| 0.63% | 0.66% | $1.5M | 85,667 | $1.3M | 86,067 | -400-0.46% | Reduce |
| FFIRST TR EXCHANGE-TRADED FDFTGS |
| 0.6% | 0.66% | $1.4M | 38,992 | $1.3M | 39,594 | -602-1.52% | Reduce |
| SSTRATEGY INCMSTR |
| 0.6% | 1.01% | $1.4M | 16,590 | $2.1M | 16,500 | +90+0.55% | Add |
PHILIP MORRIS INTL INCPM |
| 0.59% | 0.63% | $1.4M | 7,789 | $1.3M | 7,812 | -23-0.29% | Reduce |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.59% | 0.64% | $1.4M | 7,095 | $1.3M | 7,082 | +13+0.18% | Add |
| VVANGUARD INDEX FDSVTV |
| 0.57% | 0.31% | $1.4M | 6,249 | $629,410 | 3,208 | +3,041+94.79% | Add |
CARDINAL HEALTH INCCAH |
| 0.57% | 0.58% | $1.4M | 5,719 | $1.2M | 5,646 | +73+1.29% | Add |
ANALOG DEVICES INC COMADI |
| 0.54% | 0.51% | $1.3M | 3,252 | $1.0M | 3,242 | +10+0.31% | Add |
| FFIRST TR EXCHANGE TRADED FDRDVY |
| 0.51% | 0.52% | $1.2M | 15,149 | $1.1M | 15,623 | -474-3.03% | Reduce |
MERCK & CO INCMRK |
| 0.48% | 0.53% | $1.2M | 8,968 | $1.1M | 8,968 | 00.00% | Unchanged |
MARATHON PETE CORPMPC |
| 0.48% | 0.63% | $1.1M | 4,490 | $1.3M | 5,240 | -750-14.31% | Reduce |
COCA COLA COKO |
| 0.48% | 0.33% | $1.1M | 13,968 | $674,045 | 8,863 | +5,105+57.60% | Add |
VISA INCV |
| 0.46% | 0.47% | $1.1M | 3,170 | $952,714 | 3,152 | +18+0.57% | Add |
ALTRIA GROUP INCMO |
| 0.45% | 0.49% | $1.1M | 15,041 | $1.0M | 15,205 | -164-1.08% | Reduce |
| VVANGUARD INDEX FDSVUG |
| 0.45% | 0.18% | $1.1M | 12,390 | $364,283 | 834 | +11,556+1,385.61% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.44% | 0.55% | $1.0M | 1,122 | $1.1M | 1,122 | 00.00% | Unchanged |
| IINVESCO EXCH TRADED FD TR IISPMO |
| 0.44% | 0.19% | $1.0M | 6,481 | $389,246 | 3,472 | +3,009+86.66% | Add |
LAM RESEARCH CORPLRCX |
| 0.41% | 0.24% | $984,959 | 2,273 | $485,649 | 2,273 | 00.00% | Unchanged |
| VVANGUARD SMALLVBR |
| 0.4% | 0.43% | $967,100 | 3,980 | $885,728 | 4,077 | -97-2.38% | Reduce |
UBER TECHNOLOGIES INCUBER |
| 0.39% | 0.52% | $940,894 | 13,039 | $1.1M | 14,689 | -1,650-11.23% | Reduce |