| Schwab International Equity ETF(SCHF) | ETF | 808524805 | $26.6M | 1,107,724 | 11.4% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $24.5M | 35,784 | 10.5% |
| Vanguard Intermediate-Term Corporate Bond ETF(VCIT) | ETF | 92206C870 | $20.9M | 249,884 | 9.0% |
| Schwab U.S. Large-Cap ETF(SCHX) | ETF | 808524201 | $13.2M | 490,749 | 5.6% |
| JPMorgan Active Value ETF(JAVA) | ETF | 46641Q167 | $10.0M | 138,849 | 4.3% |
| JPMorgan Active Growth ETF(JGRO) | ETF | 46654Q609 | $9.8M | 105,983 | 4.2% |
| Schwab U.S. Large-Cap Growth ETF(SCHG) | ETF | 808524300 | $9.6M | 295,244 | 4.1% |
| Vanguard Mid-Cap ETF(VO) | ETF | 922908629 | $8.8M | 30,210 | 3.7% |
| Dimensional Emerging Markets Core Equity 2 ETF(DFEM) | ETF | 25434V732 | $7.2M | 218,386 | 3.1% |
| Pimco Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) | ETF | 72201R866 | $7.1M | 135,680 | 3.0% |
| Schwab International Small-Cap Equity ETF(SCHC) | ETF | 808524888 | $7.1M | 155,670 | 3.0% |
| JPMorgan Municipal ETF(JMUB) | ETF | 46641Q647 | $7.1M | 140,100 | 3.0% |
| Vanguard Small-Cap ETF(VB) | ETF | 922908751 | $5.1M | 19,729 | 2.2% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $4.6M | 24,899 | 2.0% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $4.4M | 9,037 | 1.9% |
| International Business Machs COM(IBM) | Stock | 459200101 | $3.7M | 12,507 | 1.6% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $3.4M | 12,447 | 1.4% |
| Vanguard Value ETF(VTV) | ETF | 922908744 | $3.2M | 16,654 | 1.4% |
| Schwab Intermediate-Term US Treasury ETF(SCHR) | ETF | 808524854 | $2.8M | 113,110 | 1.2% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $2.5M | 10,901 | 1.1% |
| Vanguard Short-Term Corporate Bond ETF(VCSH) | ETF | 92206C409 | $2.3M | 28,275 | 1.0% |
| Vanguard Short-Term Inflation-Protected Securities ETF(VTIP) | ETF | 922020805 | $2.0M | 41,227 | 0.9% |
| Dimensional US Small Cap Value ETF(DFSV) | ETF | 25434V815 | $1.8M | 53,274 | 0.7% |
| Dimensional International Small Cap Value ETF(DISV) | ETF | 25434V781 | $1.7M | 45,800 | 0.7% |
| Ishares Core Total USD Bond Market ETF(IUSB) | ETF | 46434V613 | $1.7M | 36,379 | 0.7% |
| Pimco Active Bond Exchange-Traded Fund(BOND) | ETF | 72201R775 | $1.6M | 17,462 | 0.7% |
| Fidelity Total Bond ETF(FBND) | ETF | 316188309 | $1.5M | 31,807 | 0.6% |
| Schwab U.S. Mid-Cap ETF(SCHM) | ETF | 808524508 | $1.4M | 46,228 | 0.6% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $1.3M | 4,093 | 0.6% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $1.3M | 4,043 | 0.5% |
| Dimensional Global Real Estate ETF(DFGR) | ETF | 25434V658 | $1.1M | 43,383 | 0.5% |
| Ishares Msci Emerging Markets EX China ETF(EMXC) | ETF | 46434G764 | $1.1M | 15,271 | 0.5% |
| Fortis Inc COM(FTS) | Stock | 349553107 | $1.1M | 20,845 | 0.5% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $1.1M | 3,055 | 0.5% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $1.1M | 2,347 | 0.5% |
| Schwab Emerging Markets Equity ETF(SCHE) | ETF | 808524706 | $1.0M | 32,035 | 0.4% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $1.0M | 1,544 | 0.4% |
| LAM Research Corp COM New(LRCX) | Stock | 512807306 | $952.2K | 5,563 | 0.4% |
| Ishares Short Duration Bond Active ETF(NEAR) | ETF | 46431W507 | $864.1K | 16,910 | 0.4% |
| Taiwan Semiconductor MFG LTD Sponsored ADS(TSM) | ADR | 874039100 | $850.0K | 2,797 | 0.4% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $822.1K | 3,972 | 0.4% |
| Cisco SYS Inc COM(CSCO) | Stock | 17275R102 | $809.6K | 10,510 | 0.3% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $774.1K | 2,467 | 0.3% |
| Ishares Morningstar Mid-Cap Growth ETF(IMCG) | ETF | 464288307 | $772.3K | 9,673 | 0.3% |
| Bowman Consulting Group LTD COM(BWMN) | Stock | 103002101 | $744.1K | 22,536 | 0.3% |
| Ishares National Muni Bond ETF(MUB) | ETF | 464288414 | $718.0K | 6,703 | 0.3% |
| Vanguard Tax-Exempt Bond ETF(VTEB) | ETF | 922907746 | $717.7K | 14,271 | 0.3% |
| Vanguard Small-Cap Growth ETF(VBK) | ETF | 922908595 | $708.0K | 2,344 | 0.3% |
| Schwab Fundamental International Equity ETF(FNDF) | ETF | 808524755 | $704.8K | 15,589 | 0.3% |
| Ishares Core S&P Small Cap ETF(IJR) | ETF | 464287804 | $695.4K | 5,786 | 0.3% |