| Vanguard Morningstar Total Stock Market ETF(VTI) | ETF | 922908769 | $95.7M | 255,827 | 16.6% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $35.9M | 107,772 | 6.2% |
| Ishares Core Msci Eafe ETF(IEFA) | ETF | 46432F842 | $33.0M | 340,655 | 5.7% |
| Ishares Core Dividend Growth ETF(DGRO) | ETF | 46434V621 | $26.5M | 351,223 | 4.6% |
| State Street Spdr S&P Dividend ETF(SDY) | ETF | 78464A763 | $23.9M | 163,302 | 4.1% |
| Vanguard Morningstar Growth ETF(VUG) | ETF | 922908736 | $23.7M | 263,003 | 4.1% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $21.1M | 92,534 | 3.7% |
| Ishares Russell 1000 Growth ETF(IWF) | ETF | 464287614 | $18.7M | 149,097 | 3.2% |
| Ishares Core Msci Emerging Markets ETF(IEMG) | ETF | 46434G103 | $17.7M | 218,608 | 3.1% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $16.9M | 47,608 | 2.9% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $15.1M | 29,454 | 2.6% |
| Vanguard Total Bond Market ETF(BND) | ETF | 921937835 | $14.7M | 209,008 | 2.5% |
| Ishares Core S&P Total U.S. Stock Market ETF(ITOT) | ETF | 464287150 | $13.0M | 78,241 | 2.3% |
| Accenture PLC Ireland SHS Class A(ACN) | Stock | G1151C101 | $12.5M | 68,272 | 2.2% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $12.1M | 48,735 | 2.1% |
| Vanguard Morningstar Value ETF(VTV) | ETF | 922908744 | $9.4M | 43,546 | 1.6% |
| Janus Henderson AAA CLO ETF(JAAA) | ETF | 47103U845 | $8.6M | 169,420 | 1.5% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $8.4M | 24,310 | 1.4% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $6.4M | 18,760 | 1.1% |
| Broadcom Inc COM(AVGO) | Stock | 11135F101 | $5.8M | 16,548 | 1.0% |
| State Street Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $4.4M | 5,704 | 0.8% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $4.2M | 5,782 | 0.7% |
| Space Exploration Techn Corp Class A COM STK(SPCX) | Stock | 84615Q103 | $4.1M | 27,174 | 0.7% |
| Advanced Micro Devices Inc COM(AMD) | Stock | 007903107 | $3.9M | 6,325 | 0.7% |
| Coca Cola Co COM(KO) | Stock | 191216100 | $3.6M | 140,779 | 0.6% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $3.6M | 3,084 | 0.6% |
| JPMorgan Chase & Co COM(JPM) | Stock | 46625H100 | $3.3M | 9,998 | 0.6% |
| Micron Technology Inc COM(MU) | Stock | 595112103 | $3.3M | 3,094 | 0.6% |
| Ishares Bitcoin Trust ETF(IBIT) | ETF | 46438F101 | $3.3M | 68,721 | 0.6% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $2.9M | 5,851 | 0.5% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $2.5M | 3,234 | 0.4% |
| Invesco QQQ Trust Series I(QQQ) | ETF | 46090E103 | $2.3M | 3,129 | 0.4% |
| Spire Inc COM(SR) | Stock | 84857L101 | $2.3M | 30,113 | 0.4% |
| Vanguard Information Technology ETF(VGT) | ETF | 92204A702 | $2.3M | 17,985 | 0.4% |
| Schwab U.S. Broad Market ETF(SCHB) | ETF | 808524102 | $2.1M | 72,263 | 0.4% |
| Exxonmobil Holdings Corp COM SHS(XOM) | Stock | 30233Q108 | $2.1M | 12,839 | 0.4% |
| Ishares Russell 2000 ETF(IWM) | ETF | 464287655 | $2.1M | 7,460 | 0.4% |
| Caterpillar Inc COM(CAT) | Stock | 149123101 | $2.0M | 2,475 | 0.3% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $2.0M | 5,457 | 0.3% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $1.9M | 18,487 | 0.3% |
| Blue OWL Capital Corporation COM(OBDC) | CEF | 69121K104 | $1.9M | 180,389 | 0.3% |
| Cummins Inc COM(CMI) | Stock | 231021106 | $1.9M | 3,612 | 0.3% |
| United Bankshares Inc West VA COM(UBSI) | Stock | 909907107 | $1.8M | 38,372 | 0.3% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $1.7M | 6,610 | 0.3% |
| Costco Wholesale Corporation COM(COST) | Stock | 22160K105 | $1.7M | 1,913 | 0.3% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $1.7M | 6,419 | 0.3% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $1.6M | 5,578 | 0.3% |
| State Street Spdr S&P Semiconductor ETF(XSD) | ETF | 78464A862 | $1.6M | 2,940 | 0.3% |
| Delta AIR Lines Inc COM New(DAL) | Stock | 247361702 | $1.5M | 18,293 | 0.3% |
| Progressive Corp COM(PGR) | Stock | 743315103 | $1.4M | 6,896 | 0.2% |