| BXP Inc COM(BXP) | REIT | 101121101 | $1.2M | 14,321 | 1.0% |
| Palo Alto Networks Inc COM(PANW) | Stock | 697435105 | $1.2M | 3,383 | 1.0% |
| Ishares Msci Eafe Growth ETF(EFG) | ETF | 464288885 | $1.2M | 10,937 | 1.0% |
| Tesla Inc COM(TSLA) | Stock | 88160R101 | $1.3M | 4,870 | 1.1% |
| Ishares Msci Eafe Value ETF(EFV) | ETF | 464288877 | $1.3M | 23,167 | 1.1% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $1.4M | 5,610 | 1.2% |
| Vanguard Information Technology ETF(VGT) | ETF | 92204A702 | $1.4M | 2,340 | 1.2% |
| TJX COS Inc New COM(TJX) | Stock | 872540109 | $1.4M | 11,877 | 1.2% |
| Legalzoom COM Inc COM(LZ) | Stock | 52466B103 | $1.4M | 225,000 | 1.2% |
| Ishares Msci USA Quality Factor ETF(QUAL) | ETF | 46432F339 | $1.4M | 8,075 | 1.2% |
| Chipotle Mexican Grill Inc COM(CMG) | Stock | 169656105 | $1.5M | 26,803 | 1.3% |
| Ishares Core S&P Small Cap ETF(IJR) | ETF | 464287804 | $1.6M | 13,381 | 1.3% |
| Netflix Inc COM(NFLX) | Stock | 64110L106 | $1.6M | 2,217 | 1.3% |
| Vanguard Mid-Cap Growth ETF(VOT) | ETF | 922908538 | $1.6M | 6,624 | 1.4% |
| Alphabet Inc Cap STK CL A(GOOGL) | Stock | 02079K305 | $1.7M | 10,342 | 1.5% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $1.7M | 8,202 | 1.5% |
| Salesforce Inc COM(CRM) | Stock | 79466L302 | $1.7M | 6,376 | 1.5% |
| Unitedhealth Group Inc COM(UNH) | Stock | 91324P102 | $1.8M | 3,070 | 1.5% |
| Vanguard Mid-Cap Value ETF(VOE) | ETF | 922908512 | $1.9M | 11,304 | 1.6% |
| Costco Whsl Corp New COM(COST) | Stock | 22160K105 | $1.9M | 2,161 | 1.6% |
| Spdr S&P 500 ETF Trust(SPY) | ETF | 78462F103 | $2.0M | 3,471 | 1.7% |
| Cava Group Inc COM(CAVA) | Stock | 148929102 | $2.2M | 17,626 | 1.9% |
| Microsoft Corp COM(MSFT) | Stock | 594918104 | $2.2M | 5,106 | 1.9% |
| JPMorgan Equity Premium Income ETF(JEPI) | ETF | 46641Q332 | $2.2M | 37,550 | 1.9% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $2.4M | 5,181 | 2.0% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $2.4M | 4,211 | 2.1% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $3.4M | 20,457 | 2.9% |
| Nvidia Corporation COM(NVDA) | Stock | 67066G104 | $3.5M | 28,783 | 3.0% |
| Ishares Russell 1000 Value ETF(IWD) | ETF | 464287598 | $3.6M | 18,851 | 3.0% |
| Ishares Russell 1000 Growth ETF(IWF) | ETF | 464287614 | $4.0M | 10,535 | 3.4% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $4.7M | 8,143 | 4.0% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $6.2M | 33,302 | 5.3% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $9.2M | 39,625 | 7.8% |
| JPMorgan Ultra-Short Income ETF(JPST) | ETF | 46641Q837 | $13.7M | 270,737 | 11.7% |