| ABBVIE INC COM | Stock | $12K | 0.0%Prev: 0.0% | 52 SH | Increased |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $7K | 0.0%Prev: 0.0% | 30 SH | Decreased |
| ALPHABET INC CAP STK CL A | Stock | $988K | 0.7%Prev: 0.5% | 4,065 SH | Increased |
| ALPHABET INC CAP STK CL C | Stock | $93K | 0.1%Prev: 0.0% | 380 SH | Increased |
| AMAZON COM INC COM | Stock | $321K | 0.2%Prev: 0.2% | 1,462 SH | Increased |
| APPLE INC COM | Stock | $1.4M | 0.9%Prev: 0.9% | 5,433 SH | Increased-383 SH |
| ARCH CAP GROUP LTD ORD | Stock | $25K | 0.0%Prev: 0.0% | 273 SH | Decreased |
| ARISTA NETWORKS INC COM SHS | Stock | $117K | 0.1%Prev: 0.1% | 800 SH | Increased |
| AT&T INC COM | Stock | $6K | 0.0%Prev: 0.0% | 229 SH | Decreased |
| BANK AMERICA CORP COM | Stock | $129K | 0.1%Prev: 0.1% | 2,503 SH | Increased-152 SH |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $787K | 0.5%Prev: 0.5% | 1,566 SH | Increased |
| BLACKROCK INC COM | Stock | $3K | 0.0%Prev: 0.0% | 3 SH | Decreased-4 SH |
| BLACKROCK MUNIVEST FD INC COM | CEF | $3K | 0.0%Prev: 0.0% | 442 SH | Increased |
| BRIGHTHOUSE FINL INC COM | Stock | $1K | 0.0%Prev: 0.0% | 24 SH | Decreased |
| BROADCOM INC COM | Stock | $16K | 0.0%Prev: 0.0% | 50 SH | Increased |
| CARNIVAL CORP PAIRED CTF | Stock | $3K | 0.0%Prev: 0.0% | 100 SH | Increased |
| CATERPILLAR INC COM | Stock | $119K | 0.1%Prev: 0.1% | 249 SH | Increased |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | $5K | 0.0%Prev: 0.0% | 22 SH | Decreased |
| CHUBB LIMITED COM | Stock | $80K | 0.1%Prev: 0.1% | 282 SH | Decreased |
| CITIGROUP INC COM NEW | Stock | $29K | 0.0%Prev: 0.0% | 283 SH | Increased |
| COCA COLA CO COM | Stock | $35K | 0.0%Prev: 0.0% | 525 SH | Decreased |
| DANAHER CORPORATION COM | Stock | $3K | 0.0%Prev: 0.0% | 13 SH | Decreased-24 SH |
| DEERE & CO COM | Stock | $48K | 0.0%Prev: 0.0% | 105 SH | Decreased |
| DELTA AIR LINES INC DEL COM NEW | Stock | $4K | 0.0%Prev: 0.0% | 76 SH | Increased |
| DISNEY WALT CO COM | Stock | $3K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| EATON CORP PLC SHS | Stock | $19K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ELI LILLY & CO COM | Stock | $258K | 0.2%Prev: 0.2% | 338 SH | Decreased |
| HOME DEPOT INC COM | Stock | $83K | 0.1%Prev: 0.1% | 205 SH | Increased |
| IDEXX LABS INC COM | Stock | $64K | 0.0%Prev: 0.0% | 100 SH | Increased |
| INTEL CORP COM | Stock | $14K | 0.0%Prev: 0.0% | 429 SH | Increased |
| INTERNATIONAL BUSINESS MACHS COM | Stock | $10K | 0.0%Prev: 0.0% | 35 SH | Decreased |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | $3.1M | 2.1%Prev: 2.3% | 150,351 SH | Decreased-6,944 SH |
| INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | ETF | $723K | 0.5%Prev: 1.6% | 31,341 SH | Decreased-68,977 SH |
| INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF | ETF | $326K | 0.2%Prev: 0.2% | 13,274 SH | Decreased |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | $3.8M | 2.6%Prev: 2.7% | 195,044 SH | Increased+2,135 SH |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | ETF | $2.7M | 1.8%Prev: 1.9% | 115,289 SH | Increased+2,474 SH |
| INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | ETF | $312K | 0.2%Prev: 0.2% | 13,216 SH | Increased |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | ETF | $3.7M | 2.5%Prev: 2.6% | 189,202 SH | Increased+2,847 SH |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | ETF | $1.9M | 1.3%Prev: 0.2% | 84,228 SH | Increased+70,889 SH |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | ETF | $387K | 0.3%Prev: 0.3% | 16,346 SH | Increased+423 SH |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | ETF | $3.9M | 2.7%Prev: 2.7% | 190,586 SH | Increased+3,719 SH |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | ETF | $68K | 0.0%Prev: 0.0% | 3,069 SH | Increased |
| INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | ETF | $469K | 0.3%Prev: 0.3% | 20,051 SH | Increased+35 SH |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | ETF | $4.1M | 2.8%Prev: 2.8% | 216,026 SH | Increased+4,442 SH |
| INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | ETF | $74K | 0.1%Prev: 0.0% | 3,420 SH | Increased+1,562 SH |
| INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | ETF | $495K | 0.3%Prev: 0.3% | 21,424 SH | Increased+173 SH |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | ETF | $3.8M | 2.6%Prev: 2.6% | 223,327 SH | Increased+6,285 SH |
| INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | ETF | $37K | 0.0% | 1,429 SH | New |
| INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | ETF | $533K | 0.4%Prev: 0.4% | 24,327 SH | Increased |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | ETF | $1.6M | 1.1%Prev: 0.9% | 94,803 SH | Increased+14,660 SH |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | ETF | $31K | 0.0% | 1,454 SH | New |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | ETF | $133K | 0.1% | 6,360 SH | New |
| INVESCO QQQ TRUST SERIES I | ETF | $465K | 0.3%Prev: 0.3% | 774 SH | Increased-13 SH |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $668K | 0.5%Prev: 0.5% | 3,519 SH | Increased |
| INVESCO S&P MIDCAP 400 PURE GROWTH ETF | ETF | $69K | 0.0%Prev: 0.0% | 1,349 SH | Increased |
| INVESCO WATER RESOURCES ETF | ETF | $7K | 0.0%Prev: 0.0% | 100 SH | Increased |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | $132K | 0.1%Prev: 0.1% | 1,276 SH | Increased |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | $147K | 0.1%Prev: 0.1% | 1,775 SH | Decreased-9 SH |
| ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | $185K | 0.1%Prev: 0.1% | 3,594 SH | Increased+49 SH |
| ISHARES BITCOIN TRUST ETF | ETF | $101K | 0.1%Prev: 0.1% | 1,553 SH | Increased |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | ETF | $3.8M | 2.6%Prev: 2.5% | 71,582 SH | Increased+2,942 SH |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | ETF | $6K | 0.0%Prev: 0.0% | 152 SH | Increased |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | $1.3M | 0.9%Prev: 0.8% | 26,140 SH | Increased+3,345 SH |
| ISHARES CORE MSCI EAFE ETF | ETF | $28K | 0.0%Prev: 0.0% | 321 SH | Increased |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $255K | 0.2%Prev: 0.1% | 3,868 SH | Increased+552 SH |
| ISHARES CORE S&P 500 ETF | ETF | $842K | 0.6%Prev: 0.6% | 1,258 SH | Increased-54 SH |
| ISHARES CORE S&P MID-CAP ETF | ETF | $632K | 0.4%Prev: 0.5% | 9,684 SH | Decreased-507 SH |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $790K | 0.5%Prev: 0.5% | 6,646 SH | Increased |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $1.4M | 1.0%Prev: 0.9% | 14,088 SH | Increased+958 SH |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | $62K | 0.0%Prev: 0.0% | 1,299 SH | Decreased |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | $174K | 0.1%Prev: 0.1% | 1,873 SH | Increased |
| ISHARES ESG AWARE MSCI USA ETF | ETF | $290K | 0.2%Prev: 0.2% | 1,991 SH | Increased-70 SH |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | $116K | 0.1%Prev: 0.1% | 2,579 SH | Increased-224 SH |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | $141K | 0.1%Prev: 0.1% | 2,944 SH | Increased |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | $32K | 0.0%Prev: 0.0% | 2,045 SH | Increased |
| ISHARES GOLD TRUST | ETF | $151K | 0.1%Prev: 0.1% | 2,079 SH | Increased-137 SH |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | ETF | $212K | 0.1%Prev: 0.2% | 8,398 SH | Decreased-2,228 SH |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | ETF | $966K | 0.7%Prev: 0.7% | 41,335 SH | Decreased-69 SH |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | ETF | $321K | 0.2%Prev: 0.2% | 13,222 SH | Increased+1,043 SH |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | ETF | $1.1M | 0.7%Prev: 0.8% | 47,471 SH | Increased+919 SH |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | $249K | 0.2%Prev: 0.2% | 10,230 SH | Increased |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | ETF | $1.0M | 0.7%Prev: 0.7% | 44,815 SH | Increased+2,556 SH |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | ETF | $75K | 0.1%Prev: 0.0% | 3,331 SH | Increased+1,782 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 | 1.5%Prev: 1.5% | 23,034 SH | Increased-722 SH |
| ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | $130K | 0.1%Prev: 0.1% | 2,933 SH | Increased |
| ISHARES RUSSELL 1000 ETF | ETF | $62K | 0.0%Prev: 0.0% | 170 SH | Increased |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $343K | 0.2%Prev: 0.2% | 732 SH | Increased |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | $5K | 0.0%Prev: 0.0% | 25 SH | Increased |
| ISHARES RUSSELL 2000 ETF | ETF | $166K | 0.1%Prev: 0.1% | 687 SH | Increased-25 SH |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | $18K | 0.0%Prev: 0.0% | 100 SH | Increased |
| ISHARES RUSSELL 3000 ETF | ETF | $46K | 0.0%Prev: 0.0% | 122 SH | Increased |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | $61K | 0.0%Prev: 0.0% | 426 SH | Increased |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | $39K | 0.0%Prev: 0.0% | 279 SH | Increased |
| ISHARES RUSSELL MIDCAP ETF | ETF | $236K | 0.2%Prev: 0.2% | 2,446 SH | Increased-17 SH |
| ISHARES S&P 500 GROWTH ETF | ETF | $18K | 0.0%Prev: 0.0% | 148 SH | Increased |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $38K | 0.0%Prev: 0.0% | 270 SH | Increased |
| ISHARES SELECT DIVIDEND ETF | ETF | $51K | 0.0%Prev: 0.0% | 360 SH | Increased |
| ISHARES SELECT U.S. REIT ETF | ETF | $888K | 0.6%Prev: 0.6% | 14,406 SH | Decreased-305 SH |
| ISHARES SILVER TRUST | ETF | $34K | 0.0%Prev: 0.0% | 812 SH | Increased |
| ISHARES TIPS BOND ETF | ETF | $6.2M | 4.2%Prev: 4.3% | 55,954 SH | Increased+1,498 SH |
| ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | ETF | $15K | 0.0%Prev: 0.0% | 555 SH | Increased |
| ISHARES U.S. REAL ESTATE ETF | ETF | $13K | 0.0%Prev: 0.0% | 129 SH | Increased |
| JPMORGAN CHASE & CO. COM | Stock | $39K | 0.0%Prev: 0.0% | 125 SH | Decreased-60 SH |
| LINDE PLC SHS | Stock | $3K | 0.0%Prev: 0.0% | 7 SH | Increased |
| LOWES COS INC COM | Stock | $102K | 0.1%Prev: 0.1% | 407 SH | Increased |
| MCDONALDS CORP COM | Stock | $4K | 0.0%Prev: 0.0% | 13 SH | Decreased-15 SH |
| MERCK & CO INC COM | Stock | $29K | 0.0%Prev: 0.0% | 344 SH | Decreased-27 SH |
| META PLATFORMS INC CL A | Stock | $34K | 0.0%Prev: 0.0% | 46 SH | Decreased |
| METLIFE INC COM | Stock | $16K | 0.0%Prev: 0.0% | 194 SH | Increased |
| MICROSOFT CORP COM | Stock | $288K | 0.2%Prev: 0.2% | 557 SH | Increased-12 SH |
| NNN REIT INC COM | REIT | $42K | 0.0%Prev: 0.0% | 975 SH | Decreased |
| NVIDIA CORPORATION COM | Stock | $246K | 0.2%Prev: 0.1% | 1,320 SH | Increased |
| ORACLE CORP COM | Stock | $20K | 0.0%Prev: 0.0% | 72 SH | Increased |
| OREILLY AUTOMOTIVE INC COM | Stock | $18K | 0.0%Prev: 0.0% | 165 SH | Increased |
| ORGANON & CO COMMON STOCK | Stock | $449 | 0.0%Prev: 0.0% | 42 SH | Increased |
| PRIMORIS SVCS CORP COM | Stock | $1.3M | 0.9%Prev: 0.2% | 9,338 SH | Increased+5,362 SH |
| REAL ESTATE SELECT SECTOR SPDR FUND | ETF | $1.7M | 1.2%Prev: 1.2% | 40,948 SH | Increased+1,251 SH |
| RTX CORPORATION COM | Stock | $14K | 0.0%Prev: 0.0% | 81 SH | Increased |
| 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 | $38K | 0.0%Prev: 0.0% | 1,322 SH | Decreased-454 SH |
| SCHWAB U.S. SMALL-CAP ETF | ETF | $235K | 0.2%Prev: 0.2% | 8,410 SH | Increased |
| SCHWAB US TIPS ETF | ETF | $1.1M | 0.8%Prev: 0.8% | 41,531 SH | Increased+1,647 SH |
| SIRIUSXM HOLDINGS INC COMMON STOCK | Stock | $209 | 0.0%Prev: 0.0% | 9 SH | Increased |
| SPDR GOLD SHARES | ETF | $5K | 0.0%Prev: 0.0% | 14 SH | Increased-2 SH |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | $21K | 0.0%Prev: 0.0% | 498 SH | Increased |
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | $17K | 0.0%Prev: 0.0% | 158 SH | Increased |
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | $8K | 0.0%Prev: 0.0% | 164 SH | Increased |
| SPDR S&P 400 MID CAP GROWTH ETF | ETF | $59K | 0.0%Prev: 0.0% | 648 SH | Increased |
| SPDR S&P DIVIDEND ETF | ETF | $119K | 0.1%Prev: 0.1% | 850 SH | Increased |
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | $98K | 0.1%Prev: 0.1% | 164 SH | Increased |
| STAG INDL INC COM | REIT | $212 | 0.0%Prev: 0.0% | 6 SH | Decreased |
| STRIVE U.S. ENERGY ETF | ETF | $546 | 0.0%Prev: 0.0% | 19 SH | Increased |
| SYSCO CORP COM | Stock | $3K | 0.0%Prev: 0.0% | 37 SH | Increased |
| TEXAS INSTRS INC COM | Stock | $3K | 0.0%Prev: 0.0% | 18 SH | Decreased-31 SH |
| THE CIGNA GROUP COM | Stock | $27K | 0.0%Prev: 0.0% | 94 SH | Decreased-7 SH |
| TRAVELERS COMPANIES INC COM | Stock | $227K | 0.2%Prev: 0.2% | 812 SH | Increased |
| TRUIST FINL CORP COM | Stock | $39K | 0.0%Prev: 0.0% | 853 SH | Increased |
| UNITEDHEALTH GROUP INC COM | Stock | $35K | 0.0%Prev: 0.0% | 100 SH | Increased |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $48K | 0.0%Prev: 0.0% | 222 SH | Increased |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $72K | 0.0%Prev: 0.0% | 1,014 SH | Increased |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $12.9M | 8.8%Prev: 8.6% | 216,017 SH | Increased+5,624 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $458K | 0.3%Prev: 0.3% | 8,454 SH | Increased+155 SH |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | $527K | 0.4%Prev: 0.3% | 11,045 SH | Increased+458 SH |
| VANGUARD HEALTH CARE ETF | ETF | $13K | 0.0%Prev: 0.0% | 50 SH | Increased |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $57K | 0.0%Prev: 0.0% | 77 SH | Increased |
| VANGUARD LARGE-CAP ETF | ETF | $15.6M | 10.6%Prev: 10.4% | 50,514 SH | Increased-757 SH |
| VANGUARD LONG-TERM BOND ETF | ETF | $2.5M | 1.7%Prev: 1.7% | 35,131 SH | Increased+553 SH |
| VANGUARD MID-CAP ETF | ETF | $11.0M | 7.5%Prev: 7.5% | 37,552 SH | Increased+113 SH |
| VANGUARD MID-CAP GROWTH ETF | ETF | $57K | 0.0%Prev: 0.0% | 195 SH | Increased |
| VANGUARD REAL ESTATE ETF | ETF | $10.5M | 7.1%Prev: 7.1% | 114,432 SH | Increased+2,352 SH |
| VANGUARD RUSSELL 2000 GROWTH ETF | ETF | $24K | 0.0%Prev: 0.0% | 102 SH | Increased |
| VANGUARD S&P 500 ETF | ETF | $570K | 0.4%Prev: 0.4% | 931 SH | Increased-6 SH |
| VANGUARD S&P 500 VALUE ETF | ETF | $123K | 0.1%Prev: 0.1% | 619 SH | Increased+3 SH |
| VANGUARD S&P SMALL-CAP 600 ETF | ETF | $4K | 0.0%Prev: 0.0% | 36 SH | Increased |
| VANGUARD SMALL-CAP ETF | ETF | $10.2M | 6.9%Prev: 6.8% | 40,091 SH | Increased+38 SH |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | $677K | 0.5%Prev: 0.4% | 13,528 SH | Increased+868 SH |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $6.0M | 4.1%Prev: 4.1% | 80,293 SH | Increased+2,703 SH |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | $5.5M | 3.7%Prev: 3.9% | 110,370 SH | Increased+644 SH |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $537K | 0.4%Prev: 0.4% | 1,636 SH | Increased+4 SH |
| VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | ETF | $118K | 0.1%Prev: 0.1% | 1,599 SH | Increased |
| WARNER BROS DISCOVERY INC COM SER A | Stock | $1K | 0.0%Prev: 0.0% | 71 SH | Increased |
| WASTE MGMT INC DEL COM | Stock | $11K | 0.0%Prev: 0.0% | 49 SH | Decreased |
| WISDOMTREE U.S. MIDCAP FUND | ETF | $81K | 0.1%Prev: 0.1% | 1,233 SH | Increased |
| WISDOMTREE U.S. SMALLCAP FUND | ETF | $46K | 0.0%Prev: 0.0% | 832 SH | Increased |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | ETF | $142K | 0.1%Prev: 0.1% | 3,823 SH | Increased |
| YUM BRANDS INC COM | Stock | $45K | 0.0%Prev: 0.0% | 299 SH | Increased |
| YUM CHINA HLDGS INC COM | Stock | $11K | 0.0%Prev: 0.0% | 263 SH | Decreased |