| ABBOTT LABS COM | Stock | $752 | 0.0% | 6 SH | New |
| ADOBE SYS INC | Stock | $5K | 0.0% | 14 SH | New |
| ALPHABET INC CAP STK CL C | Stock | $13K | 0.0%Prev: 0.0% | 42 SH | Increased |
| ALPS/SMITH CORE PLUS BOND ETF | ETF | $15K | 0.0% | 570 SH | New |
| ALTRIA GROUP INC COM | Stock | $1K | 0.0% | 22 SH | New |
| AMAZON.COM INC | Stock | $51K | 0.0%Prev: 0.0% | 221 SH | Increased+108 SH |
| AMC ENTMT HLDGS INC CL A NEW | Stock | $3 | 0.0% | 2 SH | New |
| AMENTUM HOLDINGS INC COM | Stock | $290 | 0.0% | 10 SH | New |
| AMERICAN EXPRESS CO COM | Stock | $14K | 0.0% | 37 SH | New |
| AMGEN INC | Stock | $6K | 0.0% | 19 SH | New |
| AMPLIFY ALTERNATIVE HARVEST ETF | ETF | $775 | 0.0% | 26 SH | New |
| APPLE INC | Stock | $812K | 0.2%Prev: 0.2% | 2,986 SH | Increased+678 SH |
| APPLIED MATLS INC COM | Stock | $11K | 0.0%Prev: 0.0% | 42 SH | Increased |
| ATLASCLEAR HOLDINGS INC COM SHS | Stock | $13K | 0.0%Prev: 0.0% | 50,000 SH | Decreased |
| AVAGO TECHNOLOGIES LTD | Stock | $47K | 0.0%Prev: 0.0% | 135 SH | Increased+81 SH |
| BANK AMERICA CORP COM | Stock | $6K | 0.0% | 116 SH | New |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $1.6M | 0.4%Prev: 0.5% | 3,273 SH | Increased+33 SH |
| BITWISE BITCOIN ETF TRUST | ETF | $110K | 0.0%Prev: 0.0% | 2,314 SH | Increased+637 SH |
| BOOKING HOLDINGS INC COM | Stock | $11K | 0.0% | 2 SH | New |
| BUILDERS FIRSTSOURCE INC COM | Stock | $4K | 0.0%Prev: 0.0% | 37 SH | Decreased |
| CHENIERE ENERGY INC | Stock | $6K | 0.0% | 29 SH | New |
| CHEVRON CORP NEW COM | Stock | $18K | 0.0%Prev: 0.0% | 121 SH | Increased+5 SH |
| CISCO SYS INC | Stock | $122 | 0.0%Prev: 0.0% | 2 SH | Increased |
| CITIGROUP INC | Stock | $78K | 0.0%Prev: 0.0% | 668 SH | Increased+140 SH |
| CLEVELAND-CLIFFS INC NEW COM | Stock | $1K | 0.0%Prev: 0.0% | 100 SH | Increased |
| COCA COLA CO COM | Stock | $5K | 0.0%Prev: 0.0% | 77 SH | Increased+8 SH |
| COMCAST CORP NEW CL A | Stock | $33K | 0.0%Prev: 0.0% | 1,117 SH | Decreased |
| CONAGRA BRANDS INC COM | Stock | $623 | 0.0% | 36 SH | New |
| CONOCOPHILLIPS COM | Stock | $15K | 0.0%Prev: 0.0% | 160 SH | Decreased |
| CONSOLIDATED EDISON INC COM | Stock | $2K | 0.0% | 17 SH | New |
| CONSTELLATION ENERGY CORP COM | Stock | $8K | 0.0% | 23 SH | New |
| CORTEVA INC COM | Stock | $7K | 0.0% | 107 SH | New |
| COSTCO WHOLESALE CORP | Stock | $20K | 0.0%Prev: 0.0% | 23 SH | Increased+2 SH |
| CRH PLC ORD | Stock | $11K | 0.0% | 87 SH | New |
| CRONOS GROUP INC COM | Stock | $132 | 0.0% | 50 SH | New |
| D R HORTON INC | Stock | $7K | 0.0%Prev: 0.0% | 47 SH | Decreased |
| DELL TECHNOLOGIES INC CL C | Stock | $7K | 0.0% | 54 SH | New |
| DIGITAL REALTY TRUST INC | REIT | $4K | 0.0% | 26 SH | New |
| DISNEY WALT CO COM | Stock | $38K | 0.0%Prev: 0.0% | 336 SH | Increased+10 SH |
| DOMINION RESOURCES INC | Stock | $103K | 0.0% | 1,750 SH | New |
| DUKE ENERGY CORP NEW COM NEW | Stock | $3K | 0.0% | 25 SH | New |
| DUPONT DE NEMOURS INC COM | Stock | $4K | 0.0% | 107 SH | New |
| EATON CORP PLC SHS | Stock | $5K | 0.0%Prev: 0.0% | 17 SH | Decreased |
| ELI LILLY & CO COM | Stock | $15K | 0.0%Prev: 0.0% | 14 SH | Increased+9 SH |
| EQT CORP COM | Stock | $8K | 0.0% | 141 SH | New |
| EXELON CORP COM | Stock | $2K | 0.0% | 40 SH | New |
| FIDELITY COMWLTH TR | ETF | $13K | 0.0% | 144 SH | New |
| FIDELITY DIVIDEND ETF FOR RISING RATES | ETF | $2K | 0.0% | 40 SH | New |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | ETF | $4K | 0.0% | 17 SH | New |
| FIDELITY TOTAL BOND ETF | ETF | $15K | 0.0% | 326 SH | New |
| FIRST TRUST LONG/SHORT EQUITY ETF | ETF | $2.3M | 0.6%Prev: 0.6% | 32,715 SH | Increased+3,645 SH |
| FREEPORT MCMORAN COPPER | Stock | $2K | 0.0% | 38 SH | New |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | $412 | 0.0%Prev: 0.0% | 5 SH | Increased |
| GE VERNOVA INC COM | Stock | $7K | 0.0% | 11 SH | New |
| GENERAL DYNAMICS CORP COM | Stock | $8K | 0.0% | 23 SH | New |
| GILDAN ACTIVEWEAR INC COM | Stock | $1K | 0.0% | 20 SH | New |
| GLOBAL X U.S. PREFERRED ETF | ETF | $5K | 0.0% | 257 SH | New |
| GOODYEAR TIRE & RUBR CO COM | Stock | $16K | 0.0% | 1,791 SH | New |
| GOOGLE INC | Stock | $55K | 0.0%Prev: 0.0% | 175 SH | Increased+155 SH |
| GRAYSCALE ETHEREUM STAKING ETF | ETF | $27K | 0.0% | 1,121 SH | New |
| HEALTH CARE REIT INC | REIT | $2K | 0.0% | 10 SH | New |
| HOME DEPOT | Stock | $7K | 0.0% | 19 SH | New |
| HUNTINGTON BANCSHARES INC COM | Stock | $134K | 0.0%Prev: 0.0% | 7,739 SH | Increased+33 SH |
| ILLINOIS TOOL WKS INC COM | Stock | $1K | 0.0% | 6 SH | New |
| INTL BUSINESS MACHINES | Stock | $5K | 0.0% | 17 SH | New |
| INVESCO NASDAQ 100 ETF | ETF | $118K | 0.0%Prev: 0.0% | 466 SH | Increased+2 SH |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | ETF | $33K | 0.0%Prev: 0.0% | 511 SH | Increased |
| INVESCO RAFI US 1000 ETF | ETF | $16K | 0.0%Prev: 0.0% | 345 SH | Increased |
| INVESCO RAFI US 1500 SMALL-MID ETF | ETF | $10K | 0.0%Prev: 0.0% | 225 SH | Increased |
| INVESCO S&P 100 EQUAL WEIGHT ETF | ETF | $2K | 0.0% | 20 SH | New |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $25.9M | 7.0%Prev: 6.9% | 135,457 SH | Increased+5,050 SH |
| INVESCO S&P 500 GARP ETF | ETF | $888K | 0.2%Prev: 0.2% | 7,800 SH | Increased+2,057 SH |
| INVESCO S&P 500 LOW VOLATILITY ETF | ETF | $14K | 0.0% | 198 SH | New |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | $2.7M | 0.7%Prev: 0.6% | 25,941 SH | Increased+3,643 SH |
| ISHARES 10-20 YEAR TREASURY BOND ETF | ETF | $5K | 0.0% | 49 SH | New |
| ISHARES AGGREGATE BOND ETF | ETF | $2.9M | 0.8%Prev: 0.7% | 28,623 SH | Increased+2,120 SH |
| ISHARES AMT-FREE MUNI BOND ETF | ETF | $484K | 0.1%Prev: 0.1% | 4,521 SH | Decreased-239 SH |
| ISHARES BITCOIN TRUST ETF | ETF | $107K | 0.0%Prev: 0.0% | 2,158 SH | Decreased |
| ISHARES COHEN & STEERS RLTY | ETF | $522K | 0.1%Prev: 0.2% | 8,749 SH | Decreased-38 SH |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ETF | $4K | 0.0% | 80 SH | New |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | $64K | 0.0%Prev: 0.0% | 1,270 SH | Decreased |
| ISHARES CORE MSCI EAFE | ETF | $19.4M | 5.2%Prev: 5.2% | 777,795 SH | Increased+94,008 SH |
| ISHARES CORE MSCI EMERGING MKTS | ETF | $9.1M | 2.4%Prev: 2.4% | 134,917 SH | Increased+6,885 SH |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | $488K | 0.1%Prev: 0.0% | 5,766 SH | Increased+3,935 SH |
| ISHARES CORE S&P MID CAP ETF | ETF | $13.6M | 3.7%Prev: 3.6% | 206,799 SH | Increased+7,813 SH |
| ISHARES DJ SELECT DIVIDEND | ETF | $71K | 0.0%Prev: 0.0% | 500 SH | Decreased |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | ETF | $146K | 0.0%Prev: 0.0% | 6,251 SH | Increased+91 SH |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | ETF | $12K | 0.0% | 222 SH | New |
| ISHARES GOLD TRUST ETF | ETF | $4K | 0.0% | 48 SH | New |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | ETF | $5K | 0.0% | 110 SH | New |
| ISHARES MSCI ACWI ETF | ETF | $584K | 0.2%Prev: 0.0% | 4,128 SH | Increased+3,044 SH |
| ISHARES MSCI EAFE ETF | ETF | $2.2M | 0.6%Prev: 0.6% | 22,473 SH | Increased+49 SH |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | $443K | 0.1%Prev: 0.1% | 304,839 SH | Increased+50,959 SH |
| ISHARES MSCI INDIA ETF | ETF | $286K | 0.1%Prev: 0.1% | 5,288 SH | Increased |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $582K | 0.2%Prev: 0.2% | 1,229 SH | Decreased-17 SH |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | $367K | 0.1%Prev: 0.1% | 1,745 SH | Increased-32 SH |
| ISHARES RUSSELL 2000 ETF | ETF | $4.5M | 1.2%Prev: 1.2% | 18,096 SH | Increased-20 SH |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | $2K | 0.0% | 16 SH | New |
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | $33K | 0.0%Prev: 0.0% | 118 SH | Decreased-219 SH |
| ISHARES S&P 500 GROWTH ETF | ETF | $558K | 0.2%Prev: 0.1% | 4,525 SH | Increased+442 SH |
| ISHARES S&P 500 INDEX | ETF | $26.5M | 7.1%Prev: 7.1% | 38,647 SH | Increased+948 SH |
| ISHARES S&P 500 VALUE ETF | ETF | $289K | 0.1%Prev: 0.1% | 1,362 SH | Increased |
| ISHARES S&P SMALLCAP 600 ETF | ETF | $16.8M | 4.5%Prev: 4.5% | 139,749 SH | Increased+5,881 SH |
| ISHARES TIPS BOND ETF | ETF | $1.8M | 0.5%Prev: 0.5% | 16,623 SH | Increased+921 SH |
| ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD | ETF | $22K | 0.0% | 229 SH | New |
| ISHARES TR RUSSELL 1000 INDEX ETF | ETF | $158K | 0.0%Prev: 0.1% | 423 SH | Decreased-79 SH |
| ISHARES TR RUSSELL MIDCAP INDEX FD | ETF | $1.8M | 0.5%Prev: 0.5% | 18,911 SH | Increased+69 SH |
| ISHARES U.S. MEDICAL DEVICES ETF | ETF | $2K | 0.0% | 30 SH | New |
| ISHARES U.S. REAL ESTATE ETF | ETF | $3.2M | 0.9%Prev: 0.9% | 34,516 SH | Decreased+35 SH |
| J M SMUCKER CO NEW | Stock | $54K | 0.0%Prev: 0.0% | 553 SH | Decreased+6 SH |
| JACOBS SOLUTIONS INC COM | Stock | $1K | 0.0% | 10 SH | New |
| JOHNSON & JOHNSON COM | Stock | $24K | 0.0%Prev: 0.0% | 114 SH | Increased+9 SH |
| JPMORGAN ACTIVE BOND ETF | ETF | $35K | 0.0% | 643 SH | New |
| JPMORGAN ACTIVE GROWTH ETF | ETF | $35K | 0.0% | 373 SH | New |
| JPMORGAN ACTIVE VALUE ETF | ETF | $37K | 0.0% | 509 SH | New |
| JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | ETF | $34K | 0.0% | 743 SH | New |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | ETF | $88K | 0.0% | 711 SH | New |
| JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF | ETF | $15K | 0.0% | 143 SH | New |
| JPMORGAN BETABUILDERS U.S. SMALL CAP EQUITY FUND | ETF | $7K | 0.0% | 95 SH | New |
| JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | ETF | $4K | 0.0% | 88 SH | New |
| JPMORGAN CHASE & CO. COM | Stock | $278K | 0.1%Prev: 0.1% | 863 SH | Increased+44 SH |
| JPMORGAN CORE PLUS BOND ETF | ETF | $35K | 0.0% | 733 SH | New |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | $8.5M | 2.3%Prev: 2.4% | 148,643 SH | Increased+1,548 SH |
| JPMORGAN INCOME ETF | ETF | $21K | 0.0% | 444 SH | New |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | ETF | $3K | 0.0% | 45 SH | New |
| JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF | ETF | $977K | 0.3%Prev: 0.2% | 19,393 SH | Increased+7,637 SH |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | $181K | 0.0%Prev: 0.1% | 3,577 SH | Decreased-198 SH |
| KOSS CORP COM | Stock | $141 | 0.0% | 34 SH | New |
| L3HARRIS TECHNOLOGIES INC COM | Stock | $4K | 0.0% | 12 SH | New |
| LAM RESEARCH CORP | Stock | $12K | 0.0%Prev: 0.0% | 70 SH | Increased |
| LANDBRIDGE COMPANY LLC CL A | Stock | $38K | 0.0%Prev: 0.0% | 777 SH | Decreased |
| LINCOLN ELEC HLDGS INC | Stock | $139K | 0.0%Prev: 0.0% | 579 SH | Increased+2 SH |
| LINDE PLC SHS | Stock | $2K | 0.0% | 4 SH | New |
| LOWES COS INC COM | Stock | $1K | 0.0% | 5 SH | New |
| LULULEMON ATHLETICA INC | Stock | $4K | 0.0% | 18 SH | New |
| MANITOWOC CO INC COM NEW | Stock | $39K | 0.0%Prev: 0.0% | 3,276 SH | Increased |
| MASTERCARD INC | Stock | $15K | 0.0%Prev: 0.0% | 27 SH | Increased+18 SH |
| MCDONALDS CORP COM | Stock | $17K | 0.0%Prev: 0.0% | 56 SH | Increased+6 SH |
| MCKESSON CORP | Stock | $11K | 0.0%Prev: 0.0% | 13 SH | Increased |
| MEDTRONIC PLC SHS | Stock | $4K | 0.0% | 37 SH | New |
| MERCK & CO INC | Stock | $10K | 0.0% | 93 SH | New |
| META PLATFORMS INC CL A | Stock | $51K | 0.0%Prev: 0.0% | 78 SH | Increased+21 SH |
| MICROSOFT | Stock | $43K | 0.0%Prev: 0.0% | 89 SH | Increased+66 SH |
| MORGAN STANLEY | Stock | $10K | 0.0% | 57 SH | New |
| NETFLIX COM INC | Stock | $213K | 0.1%Prev: 0.1% | 2,270 SH | Decreased+2,061 SH |
| NEXTERA ENERGY INC COM | Stock | $2K | 0.0% | 21 SH | New |
| NOVO-NORDISK A/S ADR ADR CMN | ADR | $2K | 0.0% | 41 SH | New |
| NVIDIA CORP | Stock | $447K | 0.1%Prev: 0.1% | 2,398 SH | Increased+177 SH |
| PALANTIR TECHNOLOGIES INC CL A | Stock | $4K | 0.0% | 20 SH | New |
| PARKER-HANNIFIN CORP COM | Stock | $7K | 0.0%Prev: 0.0% | 8 SH | Increased |
| PFIZER INC COM | Stock | $8K | 0.0%Prev: 0.0% | 319 SH | Decreased |
| PHILLIPS 66 | Stock | $3K | 0.0% | 27 SH | New |
| PIMCO BROAD U.S. TIPS INDEX ETF | ETF | $358K | 0.1%Prev: 0.1% | 6,836 SH | Increased+540 SH |
| POWERSHARES QQQ TR | ETF | $27.6M | 7.4%Prev: 7.5% | 44,870 SH | Increased+223 SH |
| PROCTER & GAMBLE CO COM | Stock | $12K | 0.0% | 86 SH | New |
| PROGRESSIVE CORP COM | Stock | $626K | 0.2%Prev: 0.2% | 2,749 SH | Decreased |
| PROLOGIS SHARE BENEFICIAL INT | REIT | $766 | 0.0% | 6 SH | New |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | $4K | 0.0% | 53 SH | New |
| RELIANCE INC COM | Stock | $3K | 0.0%Prev: 0.0% | 11 SH | Increased |
| ROCKWELL AUTOMATION INC COM | Stock | $2K | 0.0%Prev: 0.0% | 5 SH | Increased |
| RPM INTL INC COM | Stock | $9.9M | 2.7%Prev: 3.1% | 209,560 SH | Decreased-14,776 SH |
| RTX CORPORATION COM | Stock | $8K | 0.0% | 46 SH | New |
| SALESFORCE COM | Stock | $7K | 0.0% | 28 SH | New |
| SCHWAB EMERGING MARKETS EQUITY ETF | ETF | $16K | 0.0%Prev: 0.0% | 483 SH | Decreased |
| SCHWAB ETFS- US SMALL-CAP ETF | ETF | $154K | 0.0%Prev: 0.0% | 5,404 SH | Increased |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | ETF | $60K | 0.0%Prev: 0.0% | 1,652 SH | Increased+60 SH |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | ETF | $100K | 0.0%Prev: 0.0% | 2,210 SH | Decreased-231 SH |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | ETF | $134K | 0.0%Prev: 0.0% | 4,932 SH | Increased |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | ETF | $78K | 0.0%Prev: 0.0% | 2,466 SH | Increased |
| SCHWAB INTERNATIONAL EQUITY ETF | ETF | $100K | 0.0%Prev: 0.0% | 4,147 SH | Increased |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | ETF | $40K | 0.0%Prev: 0.0% | 879 SH | Increased |
| SCHWAB STRATEGIC TR US LRG CAP ETF | ETF | $387K | 0.1%Prev: 0.1% | 14,373 SH | Increased |
| SCHWAB U.S. REIT ETF | ETF | $18K | 0.0%Prev: 0.0% | 870 SH | Decreased-52 SH |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | $602K | 0.2%Prev: 0.2% | 21,957 SH | Increased |
| SEMICONDUCTOR HOLDRSTR DEP RCPT | ETF | $158K | 0.0%Prev: 0.0% | 440 SH | Increased |
| SOTERA HEALTH CO COM | Stock | $64K | 0.0%Prev: 0.0% | 3,600 SH | Increased |
| SPDR MUNICIPAL BOND ETF | ETF | $707K | 0.2%Prev: 0.2% | 15,471 SH | Increased |
| SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | ETF | $45K | 0.0%Prev: 0.0% | 582 SH | Decreased-242 SH |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | CEF | $440K | 0.1%Prev: 0.1% | 9,600 SH | Increased |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | CEF | $367K | 0.1%Prev: 0.1% | 11,111 SH | Increased |
| STARBUCKS CORP | Stock | $12K | 0.0%Prev: 0.0% | 137 SH | Increased+1 SH |
| STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | ETF | $4K | 0.0% | 82 SH | New |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | $597K | 0.2% | 14,787 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | ETF | $58 | 0.0% | 1 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | ETF | $80 | 0.0% | 1 SH | New |
| STATE STREET SPDR PORTFOLIO TIPS ETF | ETF | $59K | 0.0% | 2,273 SH | New |
| SUPER MICRO COMPUTER INC COM NEW | Stock | $878 | 0.0% | 30 SH | New |
| T-MOBILE US INC COM | Stock | $6K | 0.0%Prev: 0.0% | 32 SH | Increased+7 SH |
| TECHNOLOGY SELECT SECTOR SPDR | ETF | $56K | 0.0%Prev: 0.0% | 392 SH | Increased+196 SH |
| TESLA MOTORS INC | Stock | $31K | 0.0%Prev: 0.0% | 70 SH | Increased |
| TEXAS INSTRS INC COM | Stock | $2K | 0.0% | 9 SH | New |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | $143K | 0.0%Prev: 0.0% | 498 SH | Decreased+332 SH |
| THERMO FISHER SCIENTIFIC INC COM | Stock | $4K | 0.0% | 7 SH | New |
| TRACTOR SUPPLY CO | Stock | $3K | 0.0% | 54 SH | New |
| TRANSDIGM GROUP INC COM DELAWARE | Stock | $1.1M | 0.3%Prev: 0.1% | 827 SH | Increased+685 SH |
| UBER TECHNOLOGIES INC COM | Stock | $12K | 0.0% | 149 SH | New |
| UNITED PARCEL SERVICE INC | Stock | $2K | 0.0% | 20 SH | New |
| UNITEDHEALTH GROUP | Stock | $4K | 0.0%Prev: 0.0% | 11 SH | Decreased |
| VANGUARD ADMIRAL FDSINC S&P 500 VALUE INDEX FD ETF SHS | ETF | $295K | 0.1%Prev: 0.1% | 1,440 SH | Increased+7 SH |
| VANGUARD ESG U.S. CORPORATE BOND ETF | ETF | $121K | 0.0%Prev: 0.0% | 1,906 SH | Decreased |
| VANGUARD ESG U.S. STOCK ETF | ETF | $58K | 0.0%Prev: 0.0% | 477 SH | Increased+2 SH |
| VANGUARD EXTENDED MARKET ETF | ETF | $18.9M | 5.1%Prev: 5.2% | 90,205 SH | Increased+1,136 SH |
| VANGUARD FTSE ALL WORLD EX-US ETF | ETF | $126K | 0.0%Prev: 0.0% | 878 SH | Increased+19 SH |
| VANGUARD FTSE ALL-WORLD EX-US | ETF | $550K | 0.1%Prev: 0.1% | 7,476 SH | Increased+75 SH |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $22.0M | 5.9%Prev: 5.5% | 352,279 SH | Increased+25,360 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $8.4M | 2.3%Prev: 2.1% | 155,876 SH | Increased+19,526 SH |
| VANGUARD GROWTH ETF | ETF | $2K | 0.0% | 4 SH | New |
| VANGUARD INFORMATION TECHNOLOGY | ETF | $3K | 0.0% | 4 SH | New |
| VANGUARD LARGE CAP | ETF | $5.9M | 1.6%Prev: 1.9% | 18,766 SH | Decreased-3,693 SH |
| VANGUARD MEGA CAP GROWTH ETF | ETF | $7K | 0.0%Prev: 0.0% | 18 SH | Increased |
| VANGUARD MID CAP | ETF | $1.2M | 0.3%Prev: 0.3% | 4,229 SH | Decreased+21 SH |
| VANGUARD REIT INDEX ETF | ETF | $7.6M | 2.0%Prev: 2.2% | 212,396 SH | Decreased-5,804 SH |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | $570K | 0.2%Prev: 0.1% | 4,683 SH | Increased+1,001 SH |
| VANGUARD RUSSELL 1000 VALUE ETF | ETF | $149K | 0.0%Prev: 0.0% | 1,616 SH | Increased+1,257 SH |
| VANGUARD S&P 500 ETF | ETF | $38.0M | 10.2%Prev: 10.4% | 60,595 SH | Increased+53 SH |
| VANGUARD S&P 500 GROWTH ETF | ETF | $141K | 0.0%Prev: 0.0% | 317 SH | Decreased-10 SH |
| VANGUARD S&P ETF SMALL CAP 600 | ETF | $2.9M | 0.8%Prev: 0.8% | 26,281 SH | Increased+1,559 SH |
| VANGUARD S&P MID-CAP 400 INDEX ETF | ETF | $2.7M | 0.7%Prev: 0.7% | 24,235 SH | Increased+1,408 SH |
| VANGUARD SHORT TERM INFL-PROTECTED | ETF | $20.3M | 5.5%Prev: 5.7% | 1,103,967 SH | Increased-5,220 SH |
| VANGUARD SMALL CAP ETF | ETF | $2.5M | 0.7%Prev: 0.7% | 9,542 SH | Increased+62 SH |
| VANGUARD SMALL CAP VALUE ETF | ETF | $2K | 0.0% | 10 SH | New |
| VANGUARD SMALL-CAP GROWTH ETF | ETF | $2K | 0.0% | 8 SH | New |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $2.7M | 0.7%Prev: 0.7% | 36,014 SH | Increased+2,692 SH |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | $8.7M | 2.4%Prev: 2.4% | 377,728 SH | Increased+204,481 SH |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | $222K | 0.1%Prev: 0.1% | 2,944 SH | Increased+56 SH |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $4.0M | 1.1%Prev: 1.1% | 11,876 SH | Increased-120 SH |
| VERIZON COMMUNICATIONS | Stock | $139K | 0.0%Prev: 0.0% | 3,401 SH | Decreased+59 SH |
| VIATRIS INC COM | Stock | $486 | 0.0%Prev: 0.0% | 39 SH | Increased |
| VISA INC | Stock | $4K | 0.0% | 12 SH | New |
| VISTRA CORP COM | Stock | $6K | 0.0%Prev: 0.0% | 37 SH | Decreased |
| WALMART INC COM | Stock | $19K | 0.0%Prev: 0.0% | 172 SH | Increased+79 SH |
| WASTE MANAGEMENT INC | Stock | $23K | 0.0%Prev: 0.0% | 105 SH | Decreased |
| WELLS FARGO CO NEW COM | Stock | $4K | 0.0%Prev: 0.0% | 44 SH | Increased+44 SH |
| WISDOMTREE EMERGING MARKETS EQUITY INCOME ETF | ETF | $109K | 0.0%Prev: 0.0% | 2,341 SH | Decreased-309 SH |
| WISDOMTREE LARGE CAP DIVIDEND | ETF | $24.6M | 6.6%Prev: 6.7% | 278,951 SH | Increased+6,334 SH |
| WISDOMTREE U.S. MIDCAP DIVIDEND FUND | ETF | $52K | 0.0%Prev: 0.0% | 1,007 SH | Decreased |