| Vanguard Total Stock Market ETF(VTI) | ETF | 922908769 | $91.1M | 246,181 | 16.9% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $31.3M | 108,166 | 5.8% |
| Ishares Core Msci Eafe ETF(IEFA) | ETF | 46432F842 | $31.2M | 322,722 | 5.8% |
| Ishares Core Dividend Growth ETF(DGRO) | ETF | 46434V621 | $25.4M | 334,542 | 4.7% |
| State Street Spdr S&P Dividend ETF(SDY) | ETF | 78464A763 | $23.4M | 153,565 | 4.3% |
| Vanguard Growth ETF(VUG) | ETF | 922908736 | $22.7M | 263,714 | 4.2% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $18.1M | 90,648 | 3.4% |
| Ishares Russell 1000 Growth ETF(IWF) | ETF | 464287614 | $17.9M | 144,292 | 3.3% |
| Ishares Core Msci Emerging Markets ETF(IEMG) | ETF | 46434G103 | $16.7M | 201,722 | 3.1% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $15.9M | 37,805 | 2.9% |
| Vanguard Total Bond Market ETF(BND) | ETF | 921937835 | $15.4M | 209,469 | 2.8% |
| Ishares Core S&P Total U.S. Stock Market ETF(ITOT) | ETF | 464287150 | $13.1M | 79,574 | 2.4% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $11.7M | 49,094 | 2.2% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $10.5M | 28,225 | 1.9% |
| Vanguard Value ETF(VTV) | ETF | 922908744 | $9.6M | 43,866 | 1.8% |
| Accenture PLC Ireland SHS Class A(ACN) | Stock | G1151C101 | $9.2M | 74,187 | 1.7% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $8.4M | 23,545 | 1.6% |
| Janus Henderson AAA CLO ETF(JAAA) | ETF | 47103U845 | $8.4M | 165,665 | 1.5% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $6.5M | 18,456 | 1.2% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $6.1M | 16,174 | 1.1% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $4.9M | 9,739 | 0.9% |
| State Street Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $4.5M | 6,043 | 0.8% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $3.6M | 2,995 | 0.7% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $3.4M | 5,938 | 0.6% |
| Coca Cola Co COM(KO) | Stock | 191216100 | $3.4M | 140,275 | 0.6% |
| Micron Technology Inc COM(MU) | Stock | 595112103 | $3.2M | 2,748 | 0.6% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $3.1M | 5,486 | 0.6% |
| Spire Inc COM(SR) | Stock | 84857L101 | $2.6M | 33,001 | 0.5% |
| Progressive Corp COM(PGR) | Stock | 743315103 | $2.6M | 11,771 | 0.5% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $2.6M | 7,828 | 0.5% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $2.4M | 3,254 | 0.5% |
| Invesco QQQ Trust Series I(QQQ) | ETF | 46090E103 | $2.3M | 3,166 | 0.4% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $2.3M | 7,563 | 0.4% |
| Ishares Bitcoin Trust ETF(IBIT) | ETF | 46438F101 | $2.2M | 66,277 | 0.4% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $2.2M | 6,249 | 0.4% |
| Schwab U.S. Broad Market ETF(SCHB) | ETF | 808524102 | $2.2M | 75,700 | 0.4% |
| Vanguard Information Technology ETF(VGT) | ETF | 92204A702 | $2.2M | 18,107 | 0.4% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $2.1M | 18,800 | 0.4% |
| Southern Co COM(SO) | Stock | 842587107 | $2.0M | 20,560 | 0.4% |
| United Bankshares Inc West VA COM(UBSI) | Stock | 909907107 | $1.9M | 40,645 | 0.3% |
| State Street Spdr S&P Semiconductor ETF(XSD) | ETF | 78464A862 | $1.8M | 2,937 | 0.3% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $1.8M | 5,336 | 0.3% |
| Costco Wholesale Corporation COM(COST) | Stock | 22160K105 | $1.8M | 1,913 | 0.3% |
| Caterpillar Inc COM(CAT) | Stock | 149123101 | $1.8M | 1,672 | 0.3% |
| Intel Corp COM(INTC) | Stock | 458140100 | $1.7M | 12,498 | 0.3% |
| Delta AIR Lines Inc COM New(DAL) | Stock | 247361702 | $1.7M | 18,042 | 0.3% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $1.6M | 6,538 | 0.3% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $1.6M | 6,475 | 0.3% |
| GE Aerospace COM New(GE) | Stock | 369604301 | $1.5M | 4,064 | 0.3% |
| Berkshire Hathaway Inc del CL A(BRK/A) | Stock | 084670108 | $1.5M | 2 | 0.3% |