| ABBVIE INC COM | Stock | $12K | 0.0%Prev: 0.0% | 52 SH | Increased+31 SH |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $8K | 0.0%Prev: 0.0% | 30 SH | Increased |
| ALPHABET INC CAP STK CL A | Stock | $1.3M | 0.9%Prev: 0.8% | 4,265 SH | Decreased+367 SH |
| ALPHABET INC CAP STK CL C | Stock | $119K | 0.1%Prev: 0.1% | 380 SH | Decreased |
| AMAZON COM INC COM | Stock | $337K | 0.2%Prev: 0.2% | 1,462 SH | Decreased+89 SH |
| APPLE INC COM | Stock | $1.4M | 0.9%Prev: 1.0% | 5,120 SH | Decreased+85 SH |
| ARCH CAP GROUP LTD ORD | Stock | $26K | 0.0%Prev: 0.0% | 273 SH | Increased |
| ARISTA NETWORKS INC COM SHS | Stock | $105K | 0.1%Prev: 0.1% | 800 SH | Decreased |
| AT&T INC COM | Stock | $6K | 0.0%Prev: 0.0% | 229 SH | Increased |
| BANK AMERICA CORP COM | Stock | $137K | 0.1% | 2,496 SH | New |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $738K | 0.5%Prev: 0.2% | 1,468 SH | Increased+721 SH |
| BLACKROCK INC COM | Stock | $3K | 0.0% | 3 SH | New |
| BRIGHTHOUSE FINL INC COM | Stock | $2K | 0.0%Prev: 0.0% | 24 SH | Increased |
| BROADCOM INC COM | Stock | $17K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| CARNIVAL CORP PAIRED CTF | Stock | $3K | 0.0% | 100 SH | New |
| CATERPILLAR INC COM | Stock | $143K | 0.1%Prev: 0.1% | 249 SH | Decreased |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | $4K | 0.0% | 22 SH | New |
| CHUBB LIMITED COM | Stock | $88K | 0.1%Prev: 0.0% | 282 SH | Increased+43 SH |
| CITIGROUP INC COM NEW | Stock | $33K | 0.0%Prev: 0.0% | 283 SH | Decreased |
| COCA COLA CO COM | Stock | $27K | 0.0%Prev: 0.0% | 382 SH | Decreased+24 SH |
| DANAHER CORPORATION COM | Stock | $3K | 0.0% | 13 SH | New |
| DEERE & CO COM | Stock | $49K | 0.0%Prev: 0.0% | 105 SH | Decreased |
| DELTA AIR LINES INC DEL COM NEW | Stock | $5K | 0.0% | 76 SH | New |
| DISNEY WALT CO COM | Stock | $3K | 0.0%Prev: 0.0% | 25 SH | Increased |
| EATON CORP PLC SHS | Stock | $16K | 0.0%Prev: 0.0% | 50 SH | Decreased |
| ELI LILLY & CO COM | Stock | $363K | 0.2%Prev: 0.2% | 338 SH | Decreased |
| HOME DEPOT INC COM | Stock | $71K | 0.0%Prev: 0.0% | 205 SH | Increased |
| IDEXX LABS INC COM | Stock | $68K | 0.0%Prev: 0.0% | 100 SH | Increased |
| INTEL CORP COM | Stock | $16K | 0.0%Prev: 0.0% | 429 SH | Decreased+286 SH |
| INTERNATIONAL BUSINESS MACHS COM | Stock | $10K | 0.0%Prev: 0.0% | 35 SH | Increased |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | $4.1M | 2.7%Prev: 2.1% | 207,805 SH | Increased+38,052 SH |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | ETF | $2.8M | 1.8%Prev: 1.4% | 120,490 SH | Increased+22,148 SH |
| INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | ETF | $541K | 0.4%Prev: 0.3% | 22,863 SH | Increased |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | ETF | $3.7M | 2.5%Prev: 2.5% | 189,582 SH | Decreased-14,993 SH |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | ETF | $2.8M | 1.8%Prev: 1.8% | 122,077 SH | Decreased-8,114 SH |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | ETF | $417K | 0.3%Prev: 0.3% | 17,618 SH | Decreased-3,026 SH |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | ETF | $4.0M | 2.6%Prev: 2.6% | 192,378 SH | Decreased-16,505 SH |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | ETF | $84K | 0.1%Prev: 0.4% | 3,810 SH | Decreased-28,748 SH |
| INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | ETF | $506K | 0.3%Prev: 0.3% | 21,537 SH | Decreased-761 SH |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | ETF | $4.1M | 2.7%Prev: 2.6% | 218,064 SH | Decreased-14,294 SH |
| INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | ETF | $77K | 0.1%Prev: 0.0% | 3,592 SH | Increased |
| INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | ETF | $539K | 0.4%Prev: 0.3% | 23,301 SH | Increased+22 SH |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | ETF | $3.9M | 2.6%Prev: 2.4% | 233,014 SH | Increased-4,152 SH |
| INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | ETF | $37K | 0.0%Prev: 0.0% | 1,429 SH | Increased |
| INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | ETF | $562K | 0.4%Prev: 0.3% | 25,494 SH | Increased-506 SH |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | ETF | $3.6M | 2.4%Prev: 2.3% | 216,296 SH | Decreased-14,119 SH |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | ETF | $266K | 0.2%Prev: 0.2% | 12,605 SH | Decreased-5,020 SH |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | ETF | $1.3M | 0.8%Prev: 1.3% | 61,823 SH | Decreased-40,675 SH |
| INVESCO QQQ TRUST SERIES I | ETF | $1.1M | 0.7%Prev: 0.8% | 1,772 SH | Decreased+7 SH |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $674K | 0.4%Prev: 0.5% | 3,519 SH | Decreased |
| INVESCO S&P MIDCAP 400 PURE GROWTH ETF | ETF | $71K | 0.0%Prev: 0.0% | 1,349 SH | Decreased+52 SH |
| INVESCO WATER RESOURCES ETF | ETF | $7K | 0.0%Prev: 0.0% | 100 SH | Increased |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | $111K | 0.1%Prev: 0.1% | 1,088 SH | Increased+21 SH |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | $147K | 0.1%Prev: 0.1% | 1,773 SH | Increased+450 SH |
| ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | $216K | 0.1%Prev: 0.1% | 4,283 SH | Increased+63 SH |
| ISHARES BITCOIN TRUST ETF | ETF | $77K | 0.1%Prev: 0.0% | 1,553 SH | Increased+777 SH |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | ETF | $4.5M | 3.0%Prev: 3.6% | 93,309 SH | Decreased+3,364 SH |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | ETF | $6K | 0.0%Prev: 0.0% | 156 SH | Decreased-3 SH |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | $1.5M | 1.0%Prev: 1.1% | 30,419 SH | Decreased-4,920 SH |
| ISHARES CORE MSCI EAFE ETF | ETF | $29K | 0.0%Prev: 0.0% | 321 SH | Decreased-10 SH |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $283K | 0.2%Prev: 0.2% | 4,207 SH | Decreased+381 SH |
| ISHARES CORE S&P 500 ETF | ETF | $847K | 0.6%Prev: 0.6% | 1,237 SH | Decreased+17 SH |
| ISHARES CORE S&P MID-CAP ETF | ETF | $639K | 0.4%Prev: 0.4% | 9,684 SH | Decreased+514 SH |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $799K | 0.5%Prev: 0.6% | 6,646 SH | Decreased+151 SH |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $1.7M | 1.1%Prev: 0.8% | 17,170 SH | Increased+3,282 SH |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | $61K | 0.0% | 1,299 SH | New |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | $178K | 0.1%Prev: 0.0% | 1,873 SH | Increased+1,826 SH |
| ISHARES ESG AWARE MSCI USA ETF | ETF | $297K | 0.2%Prev: 0.0% | 1,991 SH | Increased+1,938 SH |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | $119K | 0.1% | 2,579 SH | New |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | $141K | 0.1% | 2,944 SH | New |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | $34K | 0.0%Prev: 0.0% | 2,045 SH | Decreased |
| ISHARES GOLD TRUST | ETF | $156K | 0.1%Prev: 0.1% | 1,919 SH | Increased+880 SH |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | ETF | $287K | 0.2%Prev: 0.2% | 11,862 SH | Increased+1,567 SH |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | ETF | $1.2M | 0.8%Prev: 0.6% | 52,772 SH | Increased+8,331 SH |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | $248K | 0.2%Prev: 0.2% | 10,230 SH | Decreased-208 SH |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | ETF | $1.0M | 0.7%Prev: 0.7% | 46,266 SH | Decreased-4,720 SH |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | ETF | $1.1M | 0.7%Prev: 0.8% | 50,686 SH | Decreased-5,377 SH |
| ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | ETF | $1K | 0.0%Prev: 0.0% | 13 SH | Increased |
| ISHARES MSCI EAFE ETF | ETF | $2.2M | 1.4%Prev: 1.6% | 22,406 SH | Decreased-2,706 SH |
| ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | $134K | 0.1%Prev: 0.1% | 2,951 SH | Decreased+184 SH |
| ISHARES RUSSELL 1000 ETF | ETF | $63K | 0.0%Prev: 0.0% | 170 SH | Decreased |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $346K | 0.2%Prev: 0.2% | 732 SH | Decreased-2,196 SH |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | $5K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| ISHARES RUSSELL 2000 ETF | ETF | $122K | 0.1%Prev: 0.1% | 496 SH | Decreased |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | $18K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| ISHARES RUSSELL 3000 ETF | ETF | $47K | 0.0%Prev: 0.0% | 122 SH | Decreased+6 SH |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | $58K | 0.0%Prev: 0.0% | 426 SH | Decreased |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | $39K | 0.0%Prev: 0.0% | 279 SH | Decreased |
| ISHARES RUSSELL MIDCAP ETF | ETF | $213K | 0.1%Prev: 0.1% | 2,210 SH | Increased+322 SH |
| ISHARES S&P 500 GROWTH ETF | ETF | $18K | 0.0%Prev: 0.0% | 148 SH | Decreased |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $38K | 0.0%Prev: 0.0% | 270 SH | Decreased |
| ISHARES SELECT DIVIDEND ETF | ETF | $51K | 0.0%Prev: 0.0% | 360 SH | Decreased |
| ISHARES SELECT U.S. REIT ETF | ETF | $833K | 0.5%Prev: 0.5% | 13,961 SH | Increased+2,148 SH |
| ISHARES SILVER TRUST | ETF | $46K | 0.0%Prev: 0.0% | 708 SH | Increased+225 SH |
| ISHARES TIPS BOND ETF | ETF | $6.2M | 4.1%Prev: 3.8% | 56,398 SH | Increased-2,702 SH |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | $53K | 0.0%Prev: 0.0% | 247 SH | Increased |
| ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | ETF | $14K | 0.0%Prev: 0.0% | 555 SH | Decreased |
| ISHARES U.S. REAL ESTATE ETF | ETF | $12K | 0.0%Prev: 0.0% | 129 SH | Decreased |
| JPMORGAN CHASE & CO. COM | Stock | $40K | 0.0% | 125 SH | New |
| LINDE PLC SHS | Stock | $3K | 0.0% | 7 SH | New |
| LOWES COS INC COM | Stock | $98K | 0.1%Prev: 0.0% | 407 SH | Increased |
| MCDONALDS CORP COM | Stock | $4K | 0.0% | 13 SH | New |
| MERCK & CO INC COM | Stock | $36K | 0.0%Prev: 0.0% | 344 SH | Increased+138 SH |
| META PLATFORMS INC CL A | Stock | $30K | 0.0%Prev: 0.0% | 46 SH | Decreased |
| METLIFE INC COM | Stock | $15K | 0.0%Prev: 0.0% | 194 SH | Decreased |
| MICROSOFT CORP COM | Stock | $262K | 0.2%Prev: 0.1% | 541 SH | Increased+97 SH |
| NNN REIT INC COM | REIT | $39K | 0.0%Prev: 0.0% | 975 SH | Decreased |
| NVIDIA CORPORATION COM | Stock | $246K | 0.2%Prev: 0.1% | 1,320 SH | Increased+320 SH |
| ORACLE CORP COM | Stock | $14K | 0.0% | 72 SH | New |
| OREILLY AUTOMOTIVE INC COM | Stock | $15K | 0.0%Prev: 0.0% | 165 SH | Increased |
| ORGANON & CO COMMON STOCK | Stock | $301 | 0.0%Prev: 0.0% | 42 SH | Decreased |
| PRIMORIS SVCS CORP COM | Stock | $494K | 0.3%Prev: 0.3% | 3,976 SH | Increased-2,367 SH |
| RTX CORPORATION COM | Stock | $15K | 0.0%Prev: 0.0% | 81 SH | Increased+49 SH |
| SABA CLOSED END FUNDS ETF | ETF | $10K | 0.0% | 433 SH | New |
| SCHWAB LONG-TERM U.S. TREASURY ETF | ETF | $25K | 0.0%Prev: 0.0% | 777 SH | Increased |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | $25K | 0.0%Prev: 0.0% | 838 SH | Decreased-6 SH |
| SCHWAB U.S. SMALL-CAP ETF | ETF | $240K | 0.2%Prev: 0.2% | 8,410 SH | Decreased |
| SCHWAB US TIPS ETF | ETF | $1.4M | 0.9%Prev: 0.8% | 51,471 SH | Increased-26 SH |
| SPDR GOLD SHARES | ETF | $4K | 0.0% | 11 SH | New |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | $22K | 0.0% | 498 SH | New |
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | $99K | 0.1% | 164 SH | New |
| STAG INDL INC COM | REIT | $221 | 0.0% | 6 SH | New |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | $2.0M | 1.3%Prev: 1.3% | 50,738 SH | Increased+821 SH |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | $17K | 0.0%Prev: 0.0% | 158 SH | Decreased |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | $8K | 0.0%Prev: 0.0% | 164 SH | Decreased |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | ETF | $60K | 0.0%Prev: 0.0% | 648 SH | Decreased |
| STATE STREET SPDR S&P DIVIDEND ETF | ETF | $118K | 0.1%Prev: 0.1% | 850 SH | Decreased |
| STRIVE U.S. ENERGY ETF | ETF | $542 | 0.0%Prev: 0.0% | 19 SH | Decreased |
| SYSCO CORP COM | Stock | $3K | 0.0%Prev: 0.0% | 37 SH | Decreased |
| TEXAS INSTRS INC COM | Stock | $3K | 0.0%Prev: 0.0% | 18 SH | Decreased |
| THE CIGNA GROUP COM | Stock | $26K | 0.0% | 94 SH | New |
| TRAVELERS COMPANIES INC COM | Stock | $236K | 0.2%Prev: 0.2% | 812 SH | Decreased |
| TRUIST FINL CORP COM | Stock | $42K | 0.0%Prev: 0.0% | 853 SH | Increased |
| UNITEDHEALTH GROUP INC COM | Stock | $33K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $49K | 0.0%Prev: 0.0% | 222 SH | Decreased+11 SH |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $75K | 0.0%Prev: 0.1% | 1,014 SH | Decreased |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $13.6M | 8.9%Prev: 9.4% | 218,422 SH | Decreased+4,014 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $470K | 0.3%Prev: 0.3% | 8,739 SH | Decreased+796 SH |
| VANGUARD FTSE EUROPE ETF | ETF | $26K | 0.0%Prev: 0.0% | 309 SH | Decreased |
| VANGUARD FTSE PACIFIC ETF | ETF | $22K | 0.0%Prev: 0.0% | 244 SH | Decreased |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | $702K | 0.5%Prev: 0.5% | 15,318 SH | Decreased-2,871 SH |
| VANGUARD HEALTH CARE ETF | ETF | $14K | 0.0% | 50 SH | New |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $58K | 0.0%Prev: 0.0% | 77 SH | Decreased-539 SH |
| VANGUARD LARGE-CAP ETF | ETF | $16.2M | 10.6% | 51,359 SH | New |
| VANGUARD LONG-TERM BOND ETF | ETF | $2.5M | 1.6% | 35,885 SH | New |
| VANGUARD MID-CAP ETF | ETF | $11.2M | 7.3% | 38,448 SH | New |
| VANGUARD MID-CAP GROWTH ETF | ETF | $54K | 0.0% | 195 SH | New |
| VANGUARD REAL ESTATE ETF | ETF | $10.2M | 6.7%Prev: 6.8% | 115,286 SH | Decreased-6,555 SH |
| VANGUARD RUSSELL 2000 GROWTH ETF | ETF | $24K | 0.0%Prev: 0.0% | 102 SH | Decreased |
| VANGUARD S&P 500 ETF | ETF | $541K | 0.4%Prev: 0.4% | 862 SH | Decreased+18 SH |
| VANGUARD S&P 500 VALUE ETF | ETF | $127K | 0.1%Prev: 0.1% | 622 SH | Decreased |
| VANGUARD S&P SMALL-CAP 600 ETF | ETF | $4K | 0.0%Prev: 0.0% | 36 SH | Decreased |
| VANGUARD SMALL-CAP ETF | ETF | $10.6M | 6.9% | 41,077 SH | New |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | $823K | 0.5%Prev: 0.5% | 16,365 SH | Increased-738 SH |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $6.4M | 4.2%Prev: 4.1% | 86,147 SH | Decreased-7,394 SH |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | $5.6M | 3.7%Prev: 3.5% | 116,774 SH | Increased-2,042 SH |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $594K | 0.4% | 1,772 SH | New |
| VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | ETF | $106K | 0.1%Prev: 0.0% | 1,431 SH | Increased+531 SH |
| WARNER BROS DISCOVERY INC COM SER A | Stock | $2K | 0.0%Prev: 0.0% | 71 SH | Decreased |
| WASTE MGMT INC DEL COM | Stock | $11K | 0.0% | 49 SH | New |
| WISDOMTREE U.S. MIDCAP FUND | ETF | $82K | 0.1%Prev: 0.1% | 1,233 SH | Decreased |
| WISDOMTREE U.S. SMALLCAP FUND | ETF | $47K | 0.0%Prev: 0.0% | 832 SH | Decreased |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | ETF | $133K | 0.1%Prev: 0.1% | 3,605 SH | Increased+607 SH |
| YUM BRANDS INC COM | Stock | $45K | 0.0%Prev: 0.0% | 299 SH | Increased+214 SH |
| YUM CHINA HLDGS INC COM | Stock | $13K | 0.0% | 263 SH | New |