| NVDA | New | NVIDIA CORPORATION | $4,509,952 | – | 36,506 | – | 4.05% | – |
|---|
| FNDF | New | SCHWAB STRATEGIC TRfundamental intl | $4,181,421 | – | 119,367 | – | 3.75% | – |
|---|
| AAPL | New | APPLE INC | $4,109,360 | – | 19,511 | – | 3.69% | – |
|---|
| VUG | New | VANGUARD INDEX FDSgrowth etf | $3,548,255 | – | 9,487 | – | 3.18% | – |
|---|
| | New | CAPITAL GROUP GROWTH ETF | $3,401,879 | – | 103,432 | – | 3.05% | – |
|---|
| LLY | New | ELI LILLY & CO | $3,351,717 | – | 3,702 | – | 3.01% | – |
|---|
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,973,867 | – | 18,539 | – | 2.67% | – |
|---|
| WFC | New | WELLS FARGO CO NEW | $2,674,332 | – | 45,030 | – | 2.40% | – |
|---|
| AMZN | New | AMAZON COM INC | $2,476,113 | – | 12,813 | – | 2.22% | – |
|---|
| | New | LINDE PLC | $2,245,830 | – | 5,118 | – | 2.02% | – |
|---|
| LRCX | New | LAM RESEARCH CORP | $2,219,148 | – | 2,084 | – | 1.99% | – |
|---|
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,930,940 | – | 16,281 | – | 1.73% | – |
|---|
| ACN | New | ACCENTURE PLC IRELAND | $1,894,796 | – | 6,245 | – | 1.70% | – |
|---|
| | New | CAPITAL GROUP DIVIDEND VALUE | $1,761,045 | – | 53,365 | – | 1.58% | – |
|---|
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $1,756,005 | – | 35,043 | – | 1.58% | – |
|---|
| V | New | VISA INC | $1,737,552 | – | 6,620 | – | 1.56% | – |
|---|
| MMIT | New | INDEXIQ ACTIVE ETF TRiq mackay intrme | $1,604,247 | – | 66,346 | – | 1.44% | – |
|---|
| ITW | New | ILLINOIS TOOL WKS INC | $1,585,263 | – | 6,690 | – | 1.42% | – |
|---|
| DHR | New | DANAHER CORPORATION | $1,487,607 | – | 5,954 | – | 1.34% | – |
|---|
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $1,478,479 | – | 18,451 | – | 1.33% | – |
|---|
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $1,452,631 | – | 21,197 | – | 1.30% | – |
|---|
| MSFT | New | MICROSOFT CORP | $1,442,682 | – | 3,228 | – | 1.30% | – |
|---|
| FBND | New | FIDELITY MERRIMACK STR TRtotal bd etf | $1,407,298 | – | 31,322 | – | 1.26% | – |
|---|
| NEE | New | NEXTERA ENERGY INC | $1,386,673 | – | 19,583 | – | 1.24% | – |
|---|
| PG | New | PROCTER AND GAMBLE CO | $1,333,899 | – | 8,088 | – | 1.20% | – |
|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,233,423 | – | 2,266 | – | 1.11% | – |
|---|
| PEP | New | PEPSICO INC | $1,189,810 | – | 7,214 | – | 1.07% | – |
|---|
| GS | New | GOLDMAN SACHS GROUP INC | $1,085,568 | – | 2,400 | – | 0.97% | – |
|---|
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $1,009,886 | – | 11,037 | – | 0.91% | – |
|---|
| RTX | New | RTX CORPORATION | $1,008,380 | – | 10,045 | – | 0.90% | – |
|---|
| ADBE | New | ADOBE INC | $1,008,306 | – | 1,815 | – | 0.90% | – |
|---|
| | New | VICTORY PORTFOLIOS IIvictoryshares we | $1,004,200 | – | 26,879 | – | 0.90% | – |
|---|
| GWW | New | GRAINGER W W INC | $990,660 | – | 1,098 | – | 0.89% | – |
|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $979,065 | – | 5,375 | – | 0.88% | – |
|---|
| JCPB | New | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $973,394 | – | 21,010 | – | 0.87% | – |
|---|
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $945,295 | – | 16,301 | – | 0.85% | – |
|---|
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $939,177 | – | 19,513 | – | 0.84% | – |
|---|
| VO | New | VANGUARD INDEX FDSmid cap etf | $899,368 | – | 3,715 | – | 0.81% | – |
|---|
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $893,653 | – | 11,565 | – | 0.80% | – |
|---|
| AMGN | New | AMGEN INC | $864,862 | – | 2,768 | – | 0.78% | – |
|---|
| VB | New | VANGUARD INDEX FDSsmall cp etf | $862,290 | – | 3,955 | – | 0.77% | – |
|---|
| SO | New | SOUTHERN CO | $848,539 | – | 10,939 | – | 0.76% | – |
|---|
| JNJ | New | JOHNSON & JOHNSON | $820,835 | – | 5,616 | – | 0.74% | – |
|---|
| GOOG | New | ALPHABET INCcap stk cl c | $789,257 | – | 4,303 | – | 0.71% | – |
|---|
| AMT | New | AMERICAN TOWER CORP NEW | $751,668 | – | 3,867 | – | 0.68% | – |
|---|
| | New | J P MORGAN EXCHANGE TRADED Factive value etf | $731,210 | – | 12,339 | – | 0.66% | – |
|---|
| MUNI | New | PIMCO ETF TRinter mun bd act | $715,461 | – | 13,743 | – | 0.64% | – |
|---|
| GTO | New | POWERSHARES ACTIVELY MANAGEDtotal return | $709,587 | – | 15,306 | – | 0.64% | – |
|---|
| PNW | New | PINNACLE WEST CAP CORP | $668,020 | – | 8,746 | – | 0.60% | – |
|---|
| PAYX | New | PAYCHEX INC | $661,328 | – | 5,578 | – | 0.59% | – |
|---|
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $658,379 | – | 7,860 | – | 0.59% | – |
|---|
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $657,415 | – | 5,500 | – | 0.59% | – |
|---|
| XOM | New | EXXON MOBIL CORP | $647,051 | – | 5,621 | – | 0.58% | – |
|---|
| CRM | New | SALESFORCE INC | $634,266 | – | 2,467 | – | 0.57% | – |
|---|
| NFLX | New | NETFLIX INC | $625,614 | – | 927 | – | 0.56% | – |
|---|
| FNDX | New | SCHWAB STRATEGIC TRfundamental us l | $589,558 | – | 8,802 | – | 0.53% | – |
|---|
| AEP | New | AMERICAN ELEC PWR CO INC | $589,438 | – | 6,718 | – | 0.53% | – |
|---|
| WMT | New | WALMART INC | $584,609 | – | 8,634 | – | 0.52% | – |
|---|
| DUK | New | DUKE ENERGY CORP NEW | $580,633 | – | 5,793 | – | 0.52% | – |
|---|
| FB | New | META PLATFORMS INCcl a | $579,349 | – | 1,149 | – | 0.52% | – |
|---|
| HYMB | New | SPDR SER TRnuveen bloomberg | $574,029 | – | 22,564 | – | 0.52% | – |
|---|
| WM | New | WASTE MGMT INC DEL | $564,498 | – | 2,646 | – | 0.51% | – |
|---|
| HON | New | HONEYWELL INTL INC | $562,678 | – | 2,635 | – | 0.50% | – |
|---|
| PSX | New | PHILLIPS 66 | $560,207 | – | 3,968 | – | 0.50% | – |
|---|
| PGR | New | PROGRESSIVE CORP | $553,755 | – | 2,666 | – | 0.50% | – |
|---|
| CSCO | New | CISCO SYS INC | $553,920 | – | 11,659 | – | 0.50% | – |
|---|
| VOO | New | VANGUARD INDEX FDS | $551,424 | – | 1,103 | – | 0.50% | – |
|---|
| NVO | New | NOVO-NORDISK A Sadr | $545,553 | – | 3,822 | – | 0.49% | – |
|---|
| ANTM | New | ELEVANCE HEALTH INC | $545,112 | – | 1,006 | – | 0.49% | – |
|---|
| SNA | New | SNAP ON INC | $541,339 | – | 2,071 | – | 0.49% | – |
|---|
| MET | New | METLIFE INC | $535,199 | – | 7,625 | – | 0.48% | – |
|---|
| TSLA | New | TESLA INC | $529,527 | – | 2,676 | – | 0.48% | – |
|---|
| HYGV | New | FLEXSHARES TRhig yld vl etf | $528,069 | – | 13,071 | – | 0.47% | – |
|---|
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $523,181 | – | 10,310 | – | 0.47% | – |
|---|
| MKC | New | MCCORMICK & CO INC | $497,219 | – | 7,009 | – | 0.45% | – |
|---|
| SYK | New | STRYKER CORPORATION | $494,724 | – | 1,454 | – | 0.44% | – |
|---|
| BLK | New | BLACKROCK INC | $485,777 | – | 617 | – | 0.44% | – |
|---|
| | New | CORPAY INC | $479,538 | – | 1,800 | – | 0.43% | – |
|---|
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $467,767 | – | 33,293 | – | 0.42% | – |
|---|
| IQV | New | IQVIA HLDGS INC | $459,882 | – | 2,175 | – | 0.41% | – |
|---|
| NOC | New | NORTHROP GRUMMAN CORP | $459,492 | – | 1,054 | – | 0.41% | – |
|---|
| TMUS | New | T-MOBILE US INC | $455,602 | – | 2,586 | – | 0.41% | – |
|---|
| AMRC | New | AMERESCO INCcl a | $450,877 | – | 15,650 | – | 0.40% | – |
|---|
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $430,706 | – | 1,124 | – | 0.39% | – |
|---|
| COP | New | CONOCOPHILLIPS | $430,416 | – | 3,763 | – | 0.39% | – |
|---|
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $426,539 | – | 8,553 | – | 0.38% | – |
|---|
| MCD | New | MCDONALDS CORP | $423,799 | – | 1,663 | – | 0.38% | – |
|---|
| XLK | New | SELECT SECTOR SPDR TRtechnology | $421,919 | – | 1,865 | – | 0.38% | – |
|---|
| ECL | New | ECOLAB INC | $416,500 | – | 1,750 | – | 0.37% | – |
|---|
| PFE | New | PFIZER INC | $407,389 | – | 14,560 | – | 0.37% | – |
|---|
| ROP | New | ROPER TECHNOLOGIES INC | $388,926 | – | 690 | – | 0.35% | – |
|---|
| WAT | New | WATERS CORP | $380,638 | – | 1,312 | – | 0.34% | – |
|---|
| | New | FIDELITY COVINGTON TRUSTenhanced large | $381,507 | – | 11,826 | – | 0.34% | – |
|---|
| | New | J P MORGAN EXCHANGE TRADED Factive growth | $363,651 | – | 4,839 | – | 0.33% | – |
|---|
| INTU | New | INTUIT | $359,494 | – | 547 | – | 0.32% | – |
|---|
| ARKK | New | ARK ETF TRinnovation etf | $351,600 | – | 8,000 | – | 0.32% | – |
|---|
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $352,412 | – | 30,018 | – | 0.32% | – |
|---|
| CVX | New | CHEVRON CORP NEW | $347,566 | – | 2,222 | – | 0.31% | – |
|---|
| UBER | New | UBER TECHNOLOGIES INC | $328,732 | – | 4,523 | – | 0.30% | – |
|---|
| MRK | New | MERCK & CO INC | $326,213 | – | 2,635 | – | 0.29% | – |
|---|
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $321,512 | – | 1,683 | – | 0.29% | – |
|---|
| SBUX | New | STARBUCKS CORP | $322,547 | – | 4,143 | – | 0.29% | – |
|---|
| KMB | New | KIMBERLY-CLARK CORP | $310,950 | – | 2,250 | – | 0.28% | – |
|---|
| BA | New | BOEING CO | $309,417 | – | 1,700 | – | 0.28% | – |
|---|
| | New | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $309,192 | – | 13,915 | – | 0.28% | – |
|---|
| KO | New | COCA COLA CO | $307,043 | – | 4,824 | – | 0.28% | – |
|---|
| CLX | New | CLOROX CO DEL | $299,143 | – | 2,192 | – | 0.27% | – |
|---|
| | New | CONSTELLATION ENERGY CORP | $286,987 | – | 1,433 | – | 0.26% | – |
|---|
| GPC | New | GENUINE PARTS CO | $282,588 | – | 2,043 | – | 0.25% | – |
|---|
| UNH | New | UNITEDHEALTH GROUP INC | $268,890 | – | 528 | – | 0.24% | – |
|---|
| UL | New | UNILEVER PLCspon adr new | $241,297 | – | 4,388 | – | 0.22% | – |
|---|
| HD | New | HOME DEPOT INC | $237,870 | – | 691 | – | 0.21% | – |
|---|
| LMT | New | LOCKHEED MARTIN CORP | $235,886 | – | 505 | – | 0.21% | – |
|---|
| STZ | New | CONSTELLATION BRANDS INCcl a | $232,582 | – | 904 | – | 0.21% | – |
|---|
| JPM | New | JPMORGAN CHASE & CO. | $233,032 | – | 1,152 | – | 0.21% | – |
|---|
| NBB | New | NUVEEN TAXABLE MUNICPAL INM | $225,082 | – | 14,512 | – | 0.20% | – |
|---|
| KEY | New | KEYCORP | $223,097 | – | 15,700 | – | 0.20% | – |
|---|
| | New | JACOBS SOLUTIONS INC | $223,257 | – | 1,598 | – | 0.20% | – |
|---|
| PM | New | PHILIP MORRIS INTL INC | $215,935 | – | 2,131 | – | 0.19% | – |
|---|
| HYMU | New | BLACKROCK ETF TRUST IIhigh yld muni in | $211,232 | – | 9,330 | – | 0.19% | – |
|---|
| PPL | New | PPL CORP | $207,375 | – | 7,500 | – | 0.19% | – |
|---|
| TMO | New | THERMO FISHER SCIENTIFIC INC | $206,269 | – | 373 | – | 0.18% | – |
|---|
| ABT | New | ABBOTT LABS | $203,872 | – | 1,962 | – | 0.18% | – |
|---|
| OMC | New | OMNICOM GROUP INC | $200,211 | – | 2,232 | – | 0.18% | – |
|---|
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $168,027 | – | 14,662 | – | 0.15% | – |
|---|