| DGRO | Buy | ISHARES TR CORE DIVID GROWTH ETFetf | $1,883,906,000 | +13.1% | 33,885,105 | +2.3% | 23.94% | +7.1% |
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| IJH | Buy | ISHARES TR CORE S&P MID-CAP ETFetf | $44,212,000 | +15.0% | 156,081 | +6.8% | 0.56% | +8.9% |
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| SCHD | Buy | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFetf | $13,431,000 | +30.9% | 165,278 | +20.0% | 0.17% | +23.9% |
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| INTF | Buy | ISHARES TR MSCI INTL MULTIFACTOR ETFetf | $11,206,000 | +32.9% | 386,572 | +33.5% | 0.14% | +25.7% |
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| DFAE | New | DIMENSIONAL ETF TR EMERGING MKTS CORE ETFetf | $0 | – | 46 | +100.0% | 0.00% | – |
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| EBAY | Buy | EBAY INC COM | $0 | -100.0% | 750 | +1400.0% | 0.00% | – |
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| EXPD | New | EXPEDITORS INTL WASH INC COM | $0 | – | 300 | +100.0% | 0.00% | – |
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| FB | Buy | META PLATFORMS INC CL A | $1,000 | 0.0% | 176 | +5766.7% | 0.00% | – |
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| | New | FONIX CORP DEL COM DISSOLVED 07/06/12 | $0 | – | 1 | +100.0% | 0.00% | – |
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| LAND | New | GLADSTONE LD CORP COMreit | $0 | – | 188 | +100.0% | 0.00% | – |
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| INTC | New | INTEL CORP COM | $0 | – | 675 | +100.0% | 0.00% | – |
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| QQQ | New | INVESCO QQQ TR UNIT SER 1etf | $0 | – | 68 | +100.0% | 0.00% | – |
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| AGG | New | ISHARES TR CORE U S AGGREGATE BD ETFetf | $13,000 | – | 115 | +100.0% | 0.00% | – |
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| LQD | New | ISHARES TR IBOXX USD INVT GRADE CORP BD ETFetf | $0 | – | 30 | +100.0% | 0.00% | – |
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| TLT | New | ISHARES TR BARCLAYS 20 YR TREAS BD ETFetf | $1,000 | – | 8 | +100.0% | 0.00% | – |
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| IEF | New | ISHARES TR BARCLAYS 7-10 YR TREAS BD ETFetf | $1,000 | – | 11 | +100.0% | 0.00% | – |
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| SHY | New | ISHARES TR 1-3 YR TREAS BD ETFetf | $0 | – | 8 | +100.0% | 0.00% | – |
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| IWR | New | ISHARES TR RUSSELL MID-CAP ETFetf | $0 | – | 36 | +100.0% | 0.00% | – |
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| IWB | New | ISHARES TR RUSSELL 1000 ETFetf | $0 | – | 9 | +100.0% | 0.00% | – |
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| IUSV | New | ISHARES TR CORE S&P U S VALUE ETFetf | $3,000 | – | 34 | +100.0% | 0.00% | – |
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| IUSG | New | ISHARES TR CORE S&P U S GROWTH ETFetf | $3,000 | – | 25 | +100.0% | 0.00% | – |
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| IJS | New | ISHARES TR S&P SMALL-CAP 600 VALUE ETFetf | $0 | – | 7 | +100.0% | 0.00% | – |
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| EMB | New | ISHARES TR JPMORGAN USD EMERGING MKTS BD ETFetf | $1,000 | – | 7 | +100.0% | 0.00% | – |
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| USRT | New | ISHARES TR CORE U S REIT ETFetf | $0 | – | 29 | +100.0% | 0.00% | – |
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| GOVT | New | ISHARES TR U S TREAS BD ETFetf | $1,000 | – | 28 | +100.0% | 0.00% | – |
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| IEFA | Buy | ISHARES TR CORE MSCI EAFE ETFetf | $17,000 | +466.7% | 267 | +480.4% | 0.00% | – |
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| ISTB | New | ISHARES TR CORE 1-5 YR USD BD ETFetf | $2,000 | – | 49 | +100.0% | 0.00% | – |
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| IEMG | Buy | ISHARES INC CORE MSCI EMERGING MKTS ETFetf | $3,000 | – | 49 | +36.1% | 0.00% | – |
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| JNJ | Buy | JOHNSON & JOHNSON COM | $0 | – | 100 | +376.2% | 0.00% | – |
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| KMI | New | KINDER MORGAN INC DEL COM | $0 | – | 777 | +100.0% | 0.00% | – |
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| NEE | Buy | NEXTERA ENERGY INC COM | $0 | – | 375 | +752.3% | 0.00% | – |
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| NTRS | New | NORTHERN TR CORP COM | $0 | – | 250 | +100.0% | 0.00% | – |
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| | New | ORION OFFICE REIT INC COMreit | $0 | – | 16 | +100.0% | 0.00% | – |
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| PEP | Buy | PEPSICO INC COM | $0 | – | 225 | +733.3% | 0.00% | – |
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| O | Buy | REALTY INCOME CORP COMreit | $0 | – | 165 | +236.7% | 0.00% | – |
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| RF | Buy | REGIONS FINL CORP NEW COM | $0 | -100.0% | 942 | +1306.0% | 0.00% | – |
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| GLD | New | SPDR GOLD TR GOLD SHSetf | $0 | – | 12 | +100.0% | 0.00% | – |
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| SPEM | New | SPDR INDEX SHS FDS S&P EMERGING MKTS ETFetf | $0 | – | 14 | +100.0% | 0.00% | – |
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| EWX | New | SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETFetf | $0 | – | 4 | +100.0% | 0.00% | – |
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| GWX | New | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETFetf | $0 | – | 15 | +100.0% | 0.00% | – |
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| SPDW | New | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETFetf | $0 | – | 146 | +100.0% | 0.00% | – |
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| SLYV | New | SPDR SER TR S&P 600 SMALL CAP VALUE ETFetf | $0 | – | 11 | +100.0% | 0.00% | – |
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| SPIB | New | SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORPORATE BD ETFetf | $10,000 | – | 287 | +100.0% | 0.00% | – |
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| SPAB | New | SPDR SER TR BLOOMBERG BARCLAYS AGGREGATE BD ETFetf | $0 | – | 265 | +100.0% | 0.00% | – |
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| SPIP | New | SPDR SER TR PORTFOLIO TIPS ETFetf | $0 | – | 65 | +100.0% | 0.00% | – |
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| SPTM | New | SPDR SER TR PORTFOLIO S&P 1500 COMPOSITE STK MKT ETFetf | $0 | – | 198 | +100.0% | 0.00% | – |
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| SLY | New | SPDR SER TR S&P 600 SMALL CAP ETFetf | $0 | – | 185 | +100.0% | 0.00% | – |
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| SPLG | New | SPDR SER TR PORTFOLIO S&P 500 ETFetf | $1,000 | – | 15 | +100.0% | 0.00% | – |
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| BIL | New | SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEWetf | $0 | – | 48 | +100.0% | 0.00% | – |
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| SCHP | New | SCHWAB STRATEGIC TR US TIPS ETFetf | $1,000 | – | 18 | +100.0% | 0.00% | – |
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| SYK | Buy | STRYKER CORP COMMON | $0 | – | 225 | +1630.8% | 0.00% | – |
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| TGT | New | TARGET CORP COM | $0 | – | 57 | +100.0% | 0.00% | – |
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| USB | New | US BANCORP DEL COM | $0 | – | 687 | +100.0% | 0.00% | – |
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| UNH | New | UNITEDHEALTH GROUP INC COM | $0 | – | 80 | +100.0% | 0.00% | – |
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| VFC | New | V F CORP COM | $0 | – | 562 | +100.0% | 0.00% | – |
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| ANGL | New | VANECK ETF TR FALLEN ANGEL HIGH YIELD ETFetf | $2,000 | – | 51 | +100.0% | 0.00% | – |
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| VIG | New | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHSetf | $5,000 | – | 27 | +100.0% | 0.00% | – |
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| VEA | New | VANGUARD INTL FD FTSE DEVELOPED MKTS ETFetf | $2,000 | – | 118 | +100.0% | 0.00% | – |
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| BNDX | New | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETFetf | $0 | – | 12 | +100.0% | 0.00% | – |
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| VSS | New | VANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEXetf | $0 | – | 12 | +100.0% | 0.00% | – |
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| VT | New | VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHSetf | $5,000 | – | 79 | +100.0% | 0.00% | – |
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| VWO | New | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETFetf | $1,000 | – | 307 | +100.0% | 0.00% | – |
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| VHT | New | VANGUARD WORLD FDS VANGUARD HEALTH CARE ETFetf | $0 | – | 1 | +100.0% | 0.00% | – |
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| VTWO | New | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHSetf | $1,000 | – | 10 | +100.0% | 0.00% | – |
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| VMBS | New | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETFetf | $1,000 | – | 23 | +100.0% | 0.00% | – |
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| VOO | New | VANGUARD INDEX FDS S&P 500 ETF SHS NEWetf | $0 | – | 137 | +100.0% | 0.00% | – |
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| VNQ | New | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETFetf | $2,000 | – | 16 | +100.0% | 0.00% | – |
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| VO | New | VANGUARD INDEX FDS VANGUARD MID-CAP ETFetf | $0 | – | 40 | +100.0% | 0.00% | – |
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| VUG | New | VANGUARD INDEX FDS VANGUARD GROWTH ETFetf | $0 | – | 18 | +100.0% | 0.00% | – |
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| VTV | New | VANGUARD INDEX FDS VANGUARD VALUE ETFetf | $0 | – | 96 | +100.0% | 0.00% | – |
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| WPC | New | W P CAREY INC COMreit | $0 | – | 146 | +100.0% | 0.00% | – |
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| AGGY | New | WISDOMTREE TR YIELD ENHANCED U S AGGREGATE BD FDetf | $0 | – | 139 | +100.0% | 0.00% | – |
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| PGF | Exit | INVESCO EXCHANGE-TRADED FD TR FINL PFD ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
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| PGX | Exit | INVESCO EXCHANGE-TRADED FD TR II PFD ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
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| GOOG | New | ALPHABET INC CAP STK CL C | $0 | – | 6 | +100.0% | 0.00% | – |
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| AMZN | New | AMAZON COM INC | $0 | – | 3 | +100.0% | 0.00% | – |
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| ADI | Buy | ANALOG DEVICES INC COM | $0 | – | 87 | +278.3% | 0.00% | – |
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| AAPL | Buy | APPLE INC COM | $10,000 | +11.1% | 664 | +614.0% | 0.00% | – |
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| ADP | Buy | AUTOMATIC DATA PROCESSING INC COM | $0 | – | 200 | +952.6% | 0.00% | – |
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| CF | New | CF INDS HLDGS INC COM | $0 | – | 30 | +100.0% | 0.00% | – |
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| CARR | New | CARRIER GLOBAL CORP COM | $0 | – | 33 | +100.0% | 0.00% | – |
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| ABT | Buy | ABBOTT LABS COM | $0 | – | 350 | +1150.0% | 0.00% | – |
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