| ABBVIE INC COM | Stock | $11K | 0.0%Prev: 0.0% | 52 SH | Increased |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | $6K | 0.0%Prev: 0.0% | 30 SH | Decreased |
| AKRE Focus ETF | ETF | $2K | 0.0% | 40 SH | New |
| ALPHABET INC CAP STK CL A | Stock | $1.2M | 0.8%Prev: 0.5% | 4,130 SH | Increased+65 SH |
| ALPHABET INC CAP STK CL C | Stock | $109K | 0.1%Prev: 0.0% | 380 SH | Increased |
| AMAZON COM INC COM | Stock | $304K | 0.2%Prev: 0.2% | 1,462 SH | Increased-20 SH |
| APPLE INC COM | Stock | $1.3M | 0.9%Prev: 1.0% | 5,120 SH | Decreased-1,120 SH |
| ARCH CAP GROUP LTD ORD | Stock | $26K | 0.0%Prev: 0.0% | 273 SH | Decreased |
| ARISTA NETWORKS INC COM SHS | Stock | $98K | 0.1%Prev: 0.0% | 800 SH | Increased |
| AT&T INC COM | Stock | $7K | 0.0%Prev: 0.0% | 229 SH | Increased |
| BANK AMERICA CORP COM | Stock | $122K | 0.1%Prev: 0.1% | 2,496 SH | Increased-159 SH |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $476K | 0.3%Prev: 0.7% | 993 SH | Decreased-657 SH |
| BITWISE 10 CRYPTO INDEX ETF | Stock | $25K | 0.0% | 558 SH | New |
| BLACKROCK INC COM | Stock | $3K | 0.0%Prev: 0.0% | 3 SH | Decreased-4 SH |
| BRIGHTHOUSE FINL INC COM | Stock | $1K | 0.0%Prev: 0.0% | 24 SH | Increased |
| BROADCOM INC COM | Stock | $15K | 0.0%Prev: 0.0% | 50 SH | Increased |
| CARNIVAL CORP COMMON STOCK | Stock | $3K | 0.0% | 100 SH | New |
| CATERPILLAR INC COM | Stock | $176K | 0.1%Prev: 0.1% | 249 SH | Increased |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | $3K | 0.0%Prev: 0.0% | 22 SH | Decreased |
| CHUBB LTD SWITZ COM | Stock | $92K | 0.1% | 282 SH | New |
| CITIGROUP INC COM NEW | Stock | $32K | 0.0%Prev: 0.0% | 283 SH | Increased-20 SH |
| COCA COLA CO COM | Stock | $29K | 0.0%Prev: 0.0% | 382 SH | Decreased-143 SH |
| COSTCO WHOLESALE CORPORATION COM | Stock | $25K | 0.0% | 25 SH | New |
| DANAHER CORP DEL COM | Stock | $2K | 0.0% | 13 SH | New |
| DEERE & CO COM | Stock | $59K | 0.0%Prev: 0.0% | 105 SH | Increased |
| DELTA AIR LINES INC COM NEW | Stock | $5K | 0.0% | 76 SH | New |
| DISNEY WALT CO COM | Stock | $2K | 0.0%Prev: 0.0% | 25 SH | Decreased |
| EATON CORP PLC SHS | Stock | $18K | 0.0%Prev: 0.0% | 50 SH | Increased |
| ELI LILLY & CO COM | Stock | $311K | 0.2%Prev: 0.2% | 338 SH | Increased |
| HOME DEPOT INC COM | Stock | $67K | 0.0%Prev: 0.1% | 205 SH | Decreased |
| IDEXX LABS INC COM | Stock | $56K | 0.0%Prev: 0.0% | 100 SH | Increased |
| INTEL CORP COM | Stock | $19K | 0.0%Prev: 0.0% | 429 SH | Increased |
| INTERNATIONAL BUSINESS MACHS COM | Stock | $8K | 0.0%Prev: 0.0% | 35 SH | Decreased |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | $4.2M | 2.7%Prev: 2.8% | 214,225 SH | Increased+23,915 SH |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | ETF | $2.8M | 1.8%Prev: 1.9% | 119,356 SH | Increased+8,535 SH |
| INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | ETF | $540K | 0.4%Prev: 0.2% | 22,863 SH | Increased+9,806 SH |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | ETF | $3.9M | 2.5%Prev: 2.7% | 197,215 SH | Increased+13,126 SH |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | ETF | $2.8M | 1.8%Prev: 0.1% | 123,176 SH | Increased+115,352 SH |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | ETF | $417K | 0.3%Prev: 0.3% | 17,618 SH | Increased+1,855 SH |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | ETF | $4.1M | 2.7%Prev: 2.8% | 202,139 SH | Increased+14,102 SH |
| INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | ETF | $83K | 0.1%Prev: 0.0% | 3,810 SH | Increased+741 SH |
| INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | ETF | $504K | 0.3%Prev: 0.3% | 21,537 SH | Increased+2,100 SH |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | ETF | $4.3M | 2.8%Prev: 2.9% | 228,195 SH | Increased+16,512 SH |
| INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | ETF | $76K | 0.0%Prev: 0.0% | 3,592 SH | Increased+1,734 SH |
| INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | ETF | $537K | 0.4%Prev: 0.3% | 23,343 SH | Increased+2,787 SH |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | ETF | $3.9M | 2.5%Prev: 2.7% | 231,938 SH | Increased+15,932 SH |
| INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | ETF | $37K | 0.0% | 1,429 SH | New |
| INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | ETF | $556K | 0.4%Prev: 0.4% | 25,494 SH | Increased+1,167 SH |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | ETF | $3.6M | 2.3%Prev: 0.9% | 216,913 SH | Increased+141,495 SH |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | ETF | $263K | 0.2% | 12,605 SH | New |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | ETF | $1.3M | 0.9% | 65,043 SH | New |
| INVESCO QQQ TRUST SERIES I | ETF | $1.0M | 0.7%Prev: 0.3% | 1,770 SH | Increased+940 SH |
| INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | $675K | 0.4%Prev: 0.5% | 3,519 SH | Increased |
| INVESCO S&P MIDCAP 400 PURE GROWTH ETF | ETF | $74K | 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 | $111K | 0.1%Prev: 0.1% | 1,069 SH | Increased+63 SH |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | $144K | 0.1%Prev: 0.1% | 1,744 SH | Increased+8 SH |
| ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | $184K | 0.1%Prev: 0.1% | 3,706 SH | Increased+432 SH |
| ISHARES BITCOIN TRUST ETF | ETF | $60K | 0.0% | 1,553 SH | New |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | ETF | $5.4M | 3.6%Prev: 2.6% | 91,840 SH | Increased+23,327 SH |
| ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | ETF | $6K | 0.0%Prev: 0.0% | 156 SH | Increased+4 SH |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | $1.7M | 1.1%Prev: 0.9% | 33,650 SH | Increased+10,056 SH |
| ISHARES CORE MSCI EAFE ETF | ETF | $29K | 0.0%Prev: 0.0% | 321 SH | Increased |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | $293K | 0.2%Prev: 0.1% | 4,207 SH | Increased+1,071 SH |
| ISHARES CORE S&P 500 ETF | ETF | $805K | 0.5%Prev: 0.5% | 1,232 SH | Increased-80 SH |
| ISHARES CORE S&P MID-CAP ETF | ETF | $641K | 0.4%Prev: 0.5% | 9,488 SH | Decreased-2,376 SH |
| ISHARES CORE S&P SMALL CAP ETF | ETF | $826K | 0.5%Prev: 0.6% | 6,641 SH | Increased-906 SH |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | $1.7M | 1.1%Prev: 0.9% | 17,094 SH | Increased+4,251 SH |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | $60K | 0.0%Prev: 0.0% | 1,299 SH | Increased |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | $175K | 0.1%Prev: 0.1% | 1,827 SH | Increased-46 SH |
| ISHARES ESG AWARE MSCI USA ETF | ETF | $124K | 0.1%Prev: 0.2% | 874 SH | Decreased-1,187 SH |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | $95K | 0.1%Prev: 0.1% | 2,014 SH | Decreased-789 SH |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | $83K | 0.1%Prev: 0.1% | 1,737 SH | Decreased-1,207 SH |
| ISHARES GLOBAL CLEAN ENERGY ETF | ETF | $37K | 0.0%Prev: 0.0% | 2,045 SH | Increased |
| ISHARES GOLD TRUST | ETF | $155K | 0.1%Prev: 0.1% | 1,760 SH | Increased-539 SH |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | ETF | $259K | 0.2%Prev: 0.2% | 10,683 SH | Decreased-2,036 SH |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | ETF | $1.2M | 0.8%Prev: 0.8% | 52,493 SH | Increased+5,894 SH |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | $273K | 0.2%Prev: 0.2% | 11,277 SH | Increased+1,047 SH |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | ETF | $1.1M | 0.7%Prev: 0.7% | 47,322 SH | Increased+7,074 SH |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | ETF | $1.1M | 0.8%Prev: 0.0% | 51,543 SH | Increased+50,489 SH |
| ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | ETF | $1K | 0.0%Prev: 0.0% | 13 SH | Increased |
| ISHARES MSCI EAFE ETF | ETF | $2.4M | 1.6%Prev: 1.5% | 24,617 SH | Increased+388 SH |
| ISHARES MSCI INTL QUALITY FACTOR ETF | ETF | $128K | 0.1%Prev: 0.1% | 2,767 SH | Increased-140 SH |
| ISHARES RUSSELL 1000 ETF | ETF | $61K | 0.0%Prev: 0.0% | 170 SH | Increased |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $312K | 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 | $123K | 0.1%Prev: 0.1% | 496 SH | Increased-50 SH |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | $19K | 0.0%Prev: 0.0% | 100 SH | Increased |
| ISHARES RUSSELL 3000 ETF | ETF | $45K | 0.0%Prev: 0.0% | 122 SH | Increased |
| ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | $55K | 0.0%Prev: 0.0% | 426 SH | Increased |
| ISHARES RUSSELL MID-CAP VALUE ETF | ETF | $41K | 0.0%Prev: 0.0% | 279 SH | Increased |
| ISHARES RUSSELL MIDCAP ETF | ETF | $205K | 0.1%Prev: 0.2% | 2,108 SH | Decreased-412 SH |
| ISHARES S&P 500 GROWTH ETF | ETF | $17K | 0.0%Prev: 0.0% | 148 SH | Increased |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | $39K | 0.0%Prev: 0.0% | 270 SH | Increased |
| ISHARES SELECT DIVIDEND ETF | ETF | $55K | 0.0%Prev: 0.0% | 360 SH | Increased |
| ISHARES SELECT U.S. REIT ETF | ETF | $747K | 0.5% | 12,066 SH | New |
| ISHARES SILVER TRUST | ETF | $45K | 0.0%Prev: 0.0% | 654 SH | Increased-158 SH |
| ISHARES TIPS BOND ETF | ETF | $6.3M | 4.1%Prev: 4.6% | 56,764 SH | Increased+1,447 SH |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | ETF | $54K | 0.0% | 247 SH | New |
| ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | ETF | $19K | 0.0%Prev: 0.0% | 555 SH | Increased |
| ISHARES U.S. REAL ESTATE ETF | ETF | $12K | 0.0%Prev: 0.0% | 129 SH | Decreased |
| JPMORGAN CHASE & CO COM | Stock | $37K | 0.0% | 125 SH | New |
| LINDE PLC SHS | Stock | $3K | 0.0%Prev: 0.0% | 7 SH | Increased |
| LOWES COS INC COM | Stock | $96K | 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 | $36K | 0.0%Prev: 0.0% | 298 SH | Decreased-105 SH |
| META PLATFORMS INC CL A | Stock | $26K | 0.0%Prev: 0.0% | 46 SH | Decreased |
| METLIFE INC COM | Stock | $14K | 0.0%Prev: 0.0% | 194 SH | Decreased |
| MICROSOFT CORP COM | Stock | $181K | 0.1%Prev: 0.2% | 488 SH | Decreased-113 SH |
| NNN REIT INC COM | REIT | $41K | 0.0%Prev: 0.0% | 975 SH | Decreased |
| NVIDIA CORPORATION COM | Stock | $230K | 0.2%Prev: 0.1% | 1,320 SH | Increased |
| ORACLE CORP COM | Stock | $11K | 0.0%Prev: 0.0% | 72 SH | Increased |
| OREILLY AUTOMOTIVE INC COM | Stock | $15K | 0.0%Prev: 0.0% | 165 SH | Decreased+154 SH |
| ORGANON & CO COMMON STOCK | Stock | $252 | 0.0%Prev: 0.0% | 42 SH | Decreased |
| PRIMORIS SVCS CORP COM | Stock | $569K | 0.4%Prev: 0.2% | 3,976 SH | Increased-42 SH |
| RTX CORPORATION COM | Stock | $16K | 0.0%Prev: 0.0% | 81 SH | Increased |
| SABA CLOSED END FUNDS ETF | ETF | $10K | 0.0% | 433 SH | New |
| SCHWAB LONG-TERM U.S. TREASURY ETF | ETF | $24K | 0.0%Prev: 0.0% | 777 SH | Decreased |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | $26K | 0.0%Prev: 0.0% | 838 SH | Decreased-1,518 SH |
| SCHWAB U.S. SMALL-CAP ETF | ETF | $245K | 0.2%Prev: 0.1% | 8,410 SH | Increased |
| SCHWAB US TIPS ETF | ETF | $1.4M | 0.9%Prev: 0.8% | 50,855 SH | Increased+11,314 SH |
| STAG INDUSTRIAL INC COM | REIT | $216 | 0.0% | 6 SH | New |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | ETF | $2.0M | 1.3% | 50,096 SH | New |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | $23K | 0.0% | 498 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | $15K | 0.0% | 158 SH | New |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | $8K | 0.0% | 164 SH | New |
| STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | ETF | $62K | 0.0% | 648 SH | New |
| STATE STREET SPDR S&P DIVIDEND ETF | ETF | $124K | 0.1% | 850 SH | New |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | $101K | 0.1% | 164 SH | New |
| STRIVE U.S. ENERGY ETF | ETF | $750 | 0.0%Prev: 0.0% | 19 SH | Increased |
| 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-31 SH |
| THE CIGNA GROUP COM | Stock | $25K | 0.0%Prev: 0.0% | 94 SH | Decreased-7 SH |
| TRAVELERS COMPANIES INC COM | Stock | $237K | 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 | $27K | 0.0%Prev: 0.0% | 100 SH | Decreased |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | $48K | 0.0%Prev: 0.0% | 222 SH | Increased |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | $76K | 0.0%Prev: 0.0% | 1,014 SH | Increased |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | $13.6M | 8.9%Prev: 8.0% | 212,549 SH | Increased+1,095 SH |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | $452K | 0.3%Prev: 0.3% | 8,359 SH | Increased-546 SH |
| VANGUARD FTSE EUROPE ETF | ETF | $25K | 0.0% | 309 SH | New |
| VANGUARD FTSE PACIFIC ETF | ETF | $24K | 0.0% | 244 SH | New |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | $728K | 0.5%Prev: 0.3% | 16,389 SH | Increased+5,957 SH |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | $54K | 0.0%Prev: 0.0% | 77 SH | Increased |
| VANGUARD LARGE-CAP ETF | ETF | $15.4M | 10.1%Prev: 9.7% | 51,595 SH | Increased+758 SH |
| VANGUARD LONG-TERM BOND ETF | ETF | $2.5M | 1.6%Prev: 1.8% | 36,023 SH | Increased+2,191 SH |
| VANGUARD MID-CAP ETF | ETF | $11.1M | 7.3%Prev: 7.1% | 38,722 SH | Increased+1,963 SH |
| VANGUARD MID-CAP GROWTH ETF | ETF | $50K | 0.0%Prev: 0.0% | 195 SH | Increased |
| VANGUARD REAL ESTATE ETF | ETF | $10.4M | 6.8%Prev: 7.5% | 117,118 SH | Increased+6,075 SH |
| VANGUARD RUSSELL 2000 GROWTH ETF | ETF | $23K | 0.0%Prev: 0.0% | 102 SH | Increased |
| VANGUARD S&P 500 ETF | ETF | $504K | 0.3%Prev: 0.3% | 844 SH | Increased+24 SH |
| VANGUARD S&P 500 VALUE ETF | ETF | $127K | 0.1%Prev: 0.1% | 622 SH | Increased+9 SH |
| VANGUARD S&P SMALL-CAP 600 ETF | ETF | $4K | 0.0%Prev: 0.0% | 36 SH | Increased |
| VANGUARD SMALL-CAP ETF | ETF | $10.6M | 6.9%Prev: 6.4% | 40,388 SH | Increased+1,651 SH |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | $816K | 0.5%Prev: 0.4% | 16,365 SH | Increased+4,336 SH |
| VANGUARD TOTAL BOND MARKET ETF | ETF | $6.4M | 4.2%Prev: 4.2% | 87,499 SH | Increased+10,775 SH |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | $5.5M | 3.6%Prev: 3.9% | 113,882 SH | Increased+5,778 SH |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | $568K | 0.4%Prev: 0.3% | 1,772 SH | Increased+152 SH |
| VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | ETF | $98K | 0.1%Prev: 0.1% | 1,318 SH | Decreased-281 SH |
| WARNER BROS DISCOVERY INC COM SER A | Stock | $2K | 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 | $83K | 0.1%Prev: 0.1% | 1,233 SH | Increased |
| WISDOMTREE U.S. SMALLCAP FUND | ETF | $48K | 0.0%Prev: 0.0% | 832 SH | Increased |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | ETF | $130K | 0.1%Prev: 0.2% | 3,605 SH | Decreased-2,770 SH |
| YUM BRANDS INC COM | Stock | $23K | 0.0%Prev: 0.0% | 149 SH | Decreased-150 SH |
| YUM CHINA HLDGS INC COM | Stock | $13K | 0.0%Prev: 0.0% | 263 SH | Decreased |