| Gilead Sciences, Inc. GILD | $49.27M | 0.05 | 672,641 | -0.13% | -$63,434.46 | 1.3 | |
| Trane Technologies plc TT | $18.41M | 0.03 | 61,338 | +15.04% | +$2.41M | 0.48 | |
| Waste Management, Inc. WM | $19.27M | 0.02 | 90,415 | +0.93% | +$178,192.86 | 0.51 | |
| KLA Corporation KLAC | $19.24M | 0.02 | 27,538 | -0.09% | -$17,464.25 | 0.51 | |
| The TJX Companies, Inc. TJX | $21.82M | 0.02 | 215,179 | +0.45% | +$97,059.05 | 0.57 | |
| BlackRock, Inc. BLK | $22.39M | 0.02 | 26,851 | +0.51% | +$113,384.01 | 0.59 | |
| Eaton Corporation plc ETN | $20.3M | 0.02 | 64,927 | +0.98% | +$196,362.85 | 0.53 | |
| ConocoPhillips COP | $23.65M | 0.02 | 185,816 | +0.64% | +$150,954.30 | 0.62 | |
| Morgan Stanley MS | $20.34M | 0.01 | 215,988 | -0.08% | -$16,666.32 | 0.54 | |
| Adobe Inc. ADBE | $26.88M | 0.01 | 53,271 | +7.48% | +$1.87M | 0.71 | |
| QUALCOMM Incorporated QCOM | $22.23M | 0.01 | 131,290 | -0.25% | -$55,191.68 | 0.59 | |
| Danaher Corporation DHR | $22.19M | 0.01 | 88,876 | +10.04% | +$2.02M | 0.58 | |
| Costco Wholesale Corporation COST | $29.09M | 0.01 | 39,702 | +0.68% | +$195,612.96 | 0.77 | |
| Accenture plc ACN | $19.26M | 0.01 | 55,568 | -1.01% | -$195,834.64 | 0.51 | |
| Visa Inc. V | $45.55M | 0.01 | 163,221 | -0.42% | -$193,960.44 | 1.2 | |
| UnitedHealth Group Incorporated UNH | $38.33M | 0.01 | 77,475 | -1.51% | -$586,714.01 | 1.01 | |
| The Home Depot, Inc. HD | $31.53M | 0.01 | 82,185 | -1.01% | -$322,608.34 | 0.83 | |
| The Procter & Gamble Company PG | $26.53M | 0.01 | 163,513 | +1.29% | +$339,264.43 | 0.7 | |
| Advanced Micro Devices, Inc. AMD | $18.82M | 0.01 | 104,283 | -10.7% | -$2.25M | 0.5 | |
| Johnson & Johnson JNJ | $23.01M | 0.01 | 145,430 | -1.65% | -$384,875.86 | 0.61 | |
| Apple Inc. AAPL | $150.92M | 0.01 | 880,075 | +0.04% | +$58,989.10 | 3.97 | |
| Microsoft Corporation MSFT | $192.01M | 0.01 | 456,382 | +0.61% | +$1.16M | 5.05 | |
| JPMorgan Chase & Co. JPM | $27.23M | 0.01 | 135,939 | -0.76% | -$207,912.13 | 0.72 | |
Alphabet Inc. GOOGL | $79.72M | <0.01 | 528,224 | -1.51% | -$1.22M | 2.1 | |
| Amazon.com, Inc. AMZN | $47.18M | <0.01 | 261,569 | +0.85% | +$395,934.10 | 1.24 | |
| Meta Platforms, Inc. META | $32.8M | <0.01 | 67,544 | -4.46% | -$1.53M | 0.86 | |
| NVIDIA Corporation NVDA | $68.69M | <0.01 | 76,026 | -4.95% | -$3.57M | 1.81 | |
Taiwan Semiconductor Manufacturing Company Limited TSM | $19.13M | <0.01 | 140,602 | +208.52% | +$12.93M | 0.5 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $18.74M | <0.01 | 370,392 | -18.18% | -$4.16M | 0.49 | |
iShares U.S. Treasury Bond ETF GOVT | $35.25M | <0.01 | 1.55M | +7.66% | +$2.51M | 0.93 | |
SPDR Nuveen Bloomberg Municipal Bond ETF TFI | $24.63M | <0.01 | 529,965 | -54.76% | -$29.82M | 0.65 | |
Vanguard 500 Index Fund VOO | $31.53M | <0.01 | 65,593 | -6.19% | -$2.08M | 0.83 | |
SPDR S&P 500 ETF Trust SPY | $108.61M | <0.01 | 207,636 | +0.09% | +$93,106.41 | 2.86 | |
Vanguard Information Technology Index Fund VGT | $60.07M | <0.01 | 114,571 | +0.21% | +$128,463.40 | 1.58 | |
Invesco QQQ Trust QQQ | $121.61M | <0.01 | 273,882 | -1.99% | -$2.47M | 3.2 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $31.61M | <0.01 | 538,902 | -0.8% | -$256,183.20 | 0.83 | |
Janus Henderson Mortgage-Backed Securities ETF JMBS | $54.42M | <0.01 | 1.21M | +5.21% | +$2.69M | 1.43 | |
Vanguard Small Cap Value Index Fund VBR | $44.79M | <0.01 | 233,416 | +2.32% | +$1.01M | 1.18 | |
iShares MSCI EAFE ETF EFA | $102.55M | <0.01 | 1.28M | -0.7% | -$723,212.24 | 2.7 | |
iShares Russell 2000 Value ETF IWN | $77.56M | <0.01 | 488,393 | +1,583.13% | +$72.95M | 2.04 | |
iShares Core S&P 500 ETF IVV | $37.71M | <0.01 | 71,726 | -1.61% | -$618,782.78 | 0.99 | |
ProShares Ultra Real Estate URE | $223.04M | <0.01 | 139,400 | New | +$223.04M | 5.87 | |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI | $35.53M | <0.01 | 677,169 | -18.52% | -$8.07M | 0.94 | |
iShares S&P Small-Cap 600 Value ETF IJS | $31.48M | <0.01 | 306,387 | +1.41% | +$437,243.80 | 0.83 | |
iShares National Muni Bond ETF MUB | $26.85M | <0.01 | 249,570 | +0.49% | +$132,348.00 | 0.71 | |
Technology Select Sector SPDR Fund XLK | $25.02M | <0.01 | 120,134 | +0.76% | +$189,525.63 | 0.66 | |
iShares Core S&P Mid-Cap ETF IJH | $20.16M | <0.01 | 331,981 | +397.93% | +$16.11M | 0.53 | |
iShares California Muni Bond ETF CMF | $38.13M | <0.01 | 662,709 | +353.94% | +$29.73M | 1 | |
iShares Core MSCI EAFE ETF IEFA | $62.32M | <0.01 | 839,693 | +0.54% | +$332,728.27 | 1.64 | |
Vanguard Total Stock Market Index Fund VTI | $61.49M | <0.01 | 236,580 | -3.24% | -$2.06M | 1.62 |