| IISHARES TRIVV |
| 4.95% | 4.6% | $41.7M | 55,740 | $35.1M | 53,726 | +2,014+3.75% | Add |
APPLE INCAAPL |
| 4.15% | 4.02% | $35.0M | 121,028 | $30.7M | 120,972 | +56+0.05% | Add |
MICROSOFT CORPMSFT |
| 3.42% | 3.37% | $28.9M | 77,395 | $25.7M | 69,455 | +7,940+11.43% | Add |
ALPHABET INCGOOGL |
| 2.06% | 1.52% | $17.4M | 48,614 | $11.6M | 40,376 | +8,238+20.40% | Add |
| IISHARES TRIEFA |
| 2.02% | 1.74% | $17.0M | 176,248 | $13.3M | 146,413 | +29,835+20.38% | Add |
BROADCOM INCAVGO |
| 1.87% | 1.68% | $15.8M | 41,722 | $12.8M | 41,396 | +326+0.79% | Add |
META PLATFORMS INCMETA |
| 1.81% | 1.37% | $15.3M | 27,085 | $10.4M | 18,203 | +8,882+48.79% | Add |
| PPimco Active Bond ETFBOND |
| 1.72% | 1.81% | $14.5M | 157,391 | $13.8M | 149,746 | +7,645+5.11% | Add |
JPMORGAN CHASE & COJPM |
| 1.71% | 1.69% | $14.5M | 44,183 | $12.9M | 43,938 | +245+0.56% | Add |
ANALOG DEVICES INC COMADI |
| 1.67% | 1.53% | $14.1M | 35,538 | $11.7M | 36,710 | -1,172-3.19% | Reduce |
| VVANGUARD TOTALBND |
| 1.66% | 1.84% | $14.0M | 191,011 | $14.1M | 191,049 | -38-0.02% | Reduce |
JOHNSON & JOHNSONJNJ |
| 1.58% | 1.52% | $13.3M | 52,427 | $11.6M | 47,285 | +5,142+10.87% | Add |
| IISHARES TRIUSB |
| 1.57% | 1.74% | $13.2M | 286,916 | $13.3M | 288,181 | -1,265-0.44% | Reduce |
| VVANGUARD MIDVO |
| 1.54% | 1.45% | $13.0M | 160,855 | $11.1M | 38,511 | +122,344+317.69% | Add |
CISCO SYS INCCSCO |
| 1.52% | 1.23% | $12.9M | 109,491 | $9.4M | 120,670 | -11,179-9.26% | Reduce |
| IISHARES INCIEMG |
| 1.38% | 0.97% | $11.6M | 140,597 | $7.4M | 106,335 | +34,262+32.22% | Add |
ELI LILLY & COLLY |
| 1.13% | 0.75% | $9.5M | 7,918 | $5.7M | 6,216 | +1,702+27.38% | Add |
| IISHARES COREIJH |
| 1.11% | 0.89% | $9.4M | 121,671 | $6.8M | 100,125 | +21,546+21.52% | Add |
| VVANGUARD TOTALBNDX |
| 1.09% | 1.12% | $9.2M | 189,646 | $8.5M | 177,522 | +12,124+6.83% | Add |
| VVANGUARD FSTEVWO |
| 1.08% | 1.36% | $9.1M | 152,499 | $10.4M | 192,044 | -39,545-20.59% | Reduce |
| TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC |
| 1.08% | 1.26% | $9.1M | 64,151 | $9.6M | 76,762 | -12,611-16.43% | Reduce |
| VVANGUARD BD INDEX FDSBSV |
| 1.04% | 1.09% | $8.8M | 112,429 | $8.3M | 105,639 | +6,790+6.43% | Add |
| PPIMCO ETF TRPYLD |
| 0.98% | 0.99% | $8.3M | 311,660 | $7.6M | 288,835 | +22,825+7.90% | Add |
LOWES COS INC COMLOW |
| 0.97% | 1.05% | $8.2M | 37,072 | $8.0M | 33,943 | +3,129+9.22% | Add |
AMAZON COM INCAMZN |
| 0.94% | 0.92% | $8.0M | 33,358 | $7.0M | 33,595 | -237-0.71% | Reduce |
| IISHARES TRIJK |
| 0.94% | 0.85% | $7.9M | 67,391 | $6.5M | 64,569 | +2,822+4.37% | Add |
| IISHARES TREEM |
| 0.93% | 0.97% | $7.8M | 114,712 | $7.4M | 129,932 | -15,220-11.71% | Reduce |
ECOLAB INCECL |
| 0.91% | 0.97% | $7.7M | 27,511 | $7.4M | 27,742 | -231-0.83% | Reduce |
| IISHARES TRIJJ |
| 0.91% | 0.83% | $7.7M | 51,806 | $6.4M | 48,051 | +3,755+7.81% | Add |
CHEVRON CORPORATIONCVX |
| 0.91% | 1.63% | $7.6M | 46,120 | $12.5M | 60,189 | -14,069-23.37% | Reduce |
AMERICAN EXPRESS COAXP |
| 0.89% | 0.54% | $7.5M | 22,288 | $4.1M | 13,704 | +8,584+62.64% | Add |
| VVANGUARD SCOTTSDALE FDSVMBS |
| 0.88% | 0.94% | $7.4M | 158,484 | $7.2M | 153,389 | +5,095+3.32% | Add |
LINDE PLCLIN |
| 0.86% | 0.66% | $7.2M | 13,936 | $5.0M | 10,176 | +3,760+36.95% | Add |
COSTCO WHOLESALE CORPORATIONCOST |
| 0.81% | 0.9% | $6.8M | 7,310 | $6.9M | 6,876 | +434+6.31% | Add |
BLACKROCK INC COMBLK |
| 0.81% | 0.86% | $6.8M | 7,070 | $6.5M | 6,797 | +273+4.02% | Add |
| NNEXTERA ENERGY INCNEE |
| 0.79% | 0.77% | $6.7M | 76,004 | $5.9M | 63,043 | +12,961+20.56% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCQ |
| 0.74% | 0.77% | $6.2M | 320,002 | $5.9M | 302,569 | +17,433+5.76% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCR |
| 0.74% | 0.77% | $6.2M | 317,124 | $5.9M | 299,053 | +18,071+6.04% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCU |
| 0.74% | 0.77% | $6.2M | 373,487 | $5.9M | 350,831 | +22,656+6.46% | Add |
| IINVESCO EXCH TRD SLF IDX FDBSCS |
| 0.74% | 0.77% | $6.2M | 305,087 | $5.9M | 287,200 | +17,887+6.23% | Add |
| IINVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCT |
| 0.73% | 0.77% | $6.2M | 333,719 | $5.9M | 313,815 | +19,904+6.34% | Add |
NVIDIA CORPORATIONNVDA |
| 0.72% | 0.69% | $6.0M | 30,208 | $5.3M | 30,370 | -162-0.53% | Reduce |
PROCTER & GAMBLE COPG |
| 0.68% | 0.73% | $5.8M | 39,306 | $5.6M | 38,700 | +606+1.57% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 0.65% | 0.7% | $5.5M | 47,114 | $5.4M | 46,247 | +867+1.87% | Add |
AMGEN INC COMAMGN |
| 0.64% | 0.64% | $5.4M | 14,946 | $4.8M | 13,769 | +1,177+8.55% | Add |
UNITEDHEALTH GROUP INCUNH |
| 0.61% | 0.48% | $5.2M | 12,479 | $3.6M | 13,396 | -917-6.85% | Reduce |
PHILLIPS 66PSX |
| 0.61% | 0.65% | $5.2M | 30,665 | $5.0M | 27,226 | +3,439+12.63% | Add |
| QQUALCOMM INCQCOM |
| 0.59% | 0.51% | $5.0M | 26,995 | $3.9M | 30,110 | -3,115-10.35% | Reduce |
| IISHARES TREMB |
| 0.59% | 0.64% | $4.9M | 51,273 | $4.9M | 52,348 | -1,075-2.05% | Reduce |
WILLIAMS COS INCWMB |
| 0.57% | 0.28% | $4.8M | 64,434 | $2.1M | 29,315 | +35,119+119.80% | Add |