| Amgen Inc COM(AMGN) | Stock | 031162100 | $963 | 3,960 | 0.0% |
| Intuit COM(INTU) | Stock | 461202103 | $963 | 2,499 | 0.0% |
| Comcast Corp New CL A(CMCSA) | Stock | 20030N101 | $998 | 25,445 | 0.0% |
| Bristol-Myers Squibb Co COM(BMY) | Stock | 110122108 | $1.0K | 13,039 | 0.0% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $1.0K | 5,935 | 0.0% |
| United Parcel Service Inc CL B(UPS) | Stock | 911312106 | $1.0K | 5,586 | 0.0% |
| Lilly ELI & Co COM(LLY) | Stock | 532457108 | $1.0K | 3,169 | 0.0% |
| Wells Fargo Co New COM(WFC) | Stock | 949746101 | $1.0K | 26,683 | 0.0% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $1.1K | 6,936 | 0.0% |
| JPMorgan Ultra-Short Income ETF(JPST) | ETF | 46641Q837 | $1.1K | 21,024 | 0.0% |
| General Dynamics Corp COM(GD) | Stock | 369550108 | $1.1K | 4,913 | 0.0% |
| Vanguard Intermediate-Term Bond Index Fund(BIV) | ETF | 921937819 | $1.1K | 14,386 | 0.0% |
| Mcdonalds Corp COM(MCD) | Stock | 580135101 | $1.1K | 4,616 | 0.0% |
| Novartis AG Sponsored ADR(NVSN) | ADR | 66987V109 | $1.2K | 13,768 | 0.0% |
| Target Corp COM(TGT) | Stock | 87612E106 | $1.2K | 8,397 | 0.0% |
| Invesco S&P Midcap Value With Momentum ETF(XMVM) | ETF | 46137V456 | $1.2K | 31,233 | 0.0% |
| Valero Energy Corp COM(VLO) | Stock | 91913Y100 | $1.2K | 11,592 | 0.0% |
| Spdr Bloomberg Convertible Securities ETF(CWB) | ETF | 78464A359 | $1.2K | 19,120 | 0.0% |
| Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $1.2K | 3,302 | 0.0% |
| Invesco S&P 500 Pure Value ETF(RPV) | ETF | 46137V258 | $1.3K | 16,641 | 0.0% |
| Sprout Social Inc COM CL A(SPT) | Stock | 85209W109 | $1.3K | 21,650 | 0.0% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $1.3K | 2,692 | 0.0% |
| Verizon Communications Inc COM(VZ) | Stock | 92343V104 | $1.3K | 26,382 | 0.0% |
| Thermo Fisher Scientific Inc COM(TMO) | Stock | 883556102 | $1.4K | 2,512 | 0.0% |
| Snap on Inc COM(SNA) | Stock | 833034101 | $1.4K | 6,988 | 0.0% |
| Philip Morris Intl Inc COM(PM) | Stock | 718172109 | $1.4K | 14,194 | 0.0% |
| Energy Select Sector Spdr Fund(XLE) | ETF | 81369Y506 | $1.4K | 20,120 | 0.0% |
| Texas Instrs Inc COM(TXN) | Stock | 882508104 | $1.4K | 9,424 | 0.0% |
| Vanguard Total World Stock Index Fund(VT) | ETF | 922042742 | $1.5K | 17,159 | 0.0% |
| Union PAC Corp COM(UNP) | Stock | 907818108 | $1.5K | 6,901 | 0.0% |
| Unilever PLC Spon ADR New | ADR | 904767704 | $1.5K | 32,336 | 0.0% |
| Avalara Inc COM(AVLRUSD) | Stock | 05338G106 | $1.5K | 21,611 | 0.0% |
| Pfizer Inc COM(PFE) | Stock | 717081103 | $1.5K | 29,501 | 0.0% |
| Booking Holdings Inc COM(BKNG) | Stock | 09857L108 | $1.6K | 906 | 0.0% |
| Ishares National Muni Bond ETF(MUB) | ETF | 464288414 | $1.6K | 15,092 | 0.0% |
| Nextera Energy Inc COM(NEE) | Stock | 65339F101 | $1.6K | 20,871 | 0.0% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $1.6K | 10,061 | 0.0% |
| Procter and Gamble Co COM(PG) | Stock | 742718109 | $1.6K | 11,321 | 0.0% |
| Spdr S&P Kensho New Economies Composite ETF(KOMP) | ETF | 78468R648 | $1.7K | 40,739 | 0.0% |
| Elevance Health Inc COM(ELV) | Stock | 036752103 | $1.7K | 3,444 | 0.0% |
| Vanguard Short-Term Corporate Bond Index Fund(VCSH) | ETF | 92206C409 | $1.7K | 22,486 | 0.0% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $1.7K | 9,731 | 0.0% |
| Ishares MBS ETF(MBB) | ETF | 464288588 | $1.8K | 18,082 | 0.0% |
| Pepsico Inc COM(PEP) | Stock | 713448108 | $1.8K | 10,766 | 0.0% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $1.8K | 16,247 | 0.0% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $1.9K | 6,821 | 0.0% |
| Spdr S&P Global Natural Resources ETF(GNR) | ETF | 78463X541 | $1.9K | 37,288 | 0.0% |
| Ishares Core Aggressive Allocation ETF(AOA) | ETF | 464289859 | $2.0K | 32,706 | 0.0% |
| Ishares Ibonds DEC 2026 Term Corporate ETF(IBDR) | ETF | 46435GAA0 | $2.0K | 82,819 | 0.0% |
| Exxon Mobil Corp COM(XOM) | Stock | 30231G102 | $2.0K | 23,417 | 0.0% |