| Exxon Mobil Corp(XOM) | Stock | 30231G102 | $1.5M | 8,653 | 1.0% |
| Broadcom Inc(AVGO) | Stock | 11135F101 | $1.5M | 4,821 | 1.1% |
| Capital Group Global Growth Equity ETF(CGGO) | ETF | 14020X104 | $1.5M | 44,761 | 1.1% |
| Ishares S&P Small Cap ETF(IJR) | ETF | 464287804 | $1.5M | 12,397 | 1.1% |
| Vanguard Mid-Cap Growth Index ETF(VOT) | ETF | 922908538 | $1.6M | 6,301 | 1.2% |
| Spdr S&P 500 Index ETF(SPY) | ETF | 78462F103 | $1.6M | 2,502 | 1.2% |
| Vanguard Mid-Cap Index ETF(VO) | ETF | 922908629 | $1.6M | 5,693 | 1.2% |
| Vanguard High Dividend Yield Index ETF(VYM) | ETF | 921946406 | $1.7M | 11,299 | 1.2% |
| Spdr Intm Term Corp Bond ETF(SPIB) | ETF | 78464A375 | $1.7M | 51,688 | 1.2% |
| Palantir Technologies Inc CL A(PLTR) | Stock | 69608A108 | $1.8M | 12,030 | 1.3% |
| Spdr S&P 500 Growth ETF(SPYG) | ETF | 78464A409 | $1.9M | 19,305 | 1.3% |
| Amazon COM Inc COM(AMZN) | Stock | 023135106 | $1.9M | 9,242 | 1.4% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $2.1M | 3,758 | 1.5% |
| Vaneck Semiconductor ETF(SMH) | ETF | 92189F676 | $2.4M | 6,354 | 1.7% |
| Invesco S&P Smallcap Momentum ETF(XSMO) | ETF | 46137V498 | $2.5M | 32,979 | 1.8% |
| Capital Group Core Balanced ETF(CGBL) | ETF | 14021D107 | $2.7M | 78,904 | 1.9% |
| Capital Group U.S. Multi-Sector Income ETF(CGMS) | ETF | 14020Y300 | $2.8M | 102,520 | 2.0% |
| Fidelity Total Bond ETF(FBND) | ETF | 316188309 | $2.9M | 63,058 | 2.0% |
| Microsoft Corp(MSFT) | Stock | 594918104 | $3.5M | 9,355 | 2.5% |
| Schwab International Equity ETF(SCHF) | ETF | 808524805 | $3.8M | 155,038 | 2.7% |
| Invesco S&P 500 Momentum ETF(SPMO) | ETF | 46138E339 | $3.9M | 34,414 | 2.7% |
| Ishares High Yield Bond ETF(HYDB) | ETF | 46435G250 | $4.9M | 105,072 | 3.5% |
| Apple Inc COM(AAPL) | Stock | 037833100 | $5.1M | 20,292 | 3.7% |
| Invesco S&P Midcap Quality ETF(XMHQ) | ETF | 46137V472 | $5.7M | 55,327 | 4.1% |
| Capital Group Dividend Value ETF(CGDV) | ETF | 14020W106 | $5.7M | 134,698 | 4.1% |
| Nvidia Corp(NVDA) | Stock | 67066G104 | $6.0M | 34,336 | 4.3% |
| Ishares Convertible Bond ETF(ICVT) | ETF | 46435G102 | $8.3M | 81,241 | 5.9% |