| Tidewater Inc. TDW | $21.45M | 0.44 | 233,150 | -4.19% | -$937,112.00 | 1.08 | |
| Equifax Inc. EFX | $14.55M | 0.04 | 54,371 | -1.5% | -$222,309.12 | 0.73 | |
| Copart, Inc. CPRT | $13.83M | 0.03 | 238,736 | -0.3% | -$41,760.33 | 0.7 | |
Fiserv, Inc. FI | $22.16M | 0.02 | 138,638 | -0.48% | -$107,558.86 | 1.12 | |
| Marriott International, Inc. MAR | $12.39M | 0.02 | 49,092 | -0.54% | -$66,862.15 | 0.62 | |
| The Coca-Cola Company KO | $30.99M | 0.01 | 502,566 | -4.03% | -$1.3M | 1.56 | |
| The TJX Companies, Inc. TJX | $11.24M | 0.01 | 110,789 | -0.65% | -$73,732.13 | 0.57 | |
| Stryker Corporation SYK | $13.26M | 0.01 | 36,969 | +61.63% | +$5.06M | 0.67 | |
| The Charles Schwab Corporation SCHW | $13.01M | 0.01 | 179,872 | +12.34% | +$1.43M | 0.66 | |
| Adobe Inc. ADBE | $19.6M | 0.01 | 38,844 | +4.7% | +$879,013.23 | 0.99 | |
| Applied Materials, Inc. AMAT | $13.63M | 0.01 | 66,103 | +62.1% | +$5.22M | 0.69 | |
| The Home Depot, Inc. HD | $29.62M | 0.01 | 77,221 | <0.01% | -$383.60 | 1.49 | |
| Merck & Co., Inc. MRK | $22.82M | 0.01 | 171,959 | +1.49% | +$334,504.94 | 1.15 | |
| Intuit Inc. INTU | $12.76M | 0.01 | 19,630 | +0.82% | +$103,350.17 | 0.64 | |
| Abbott Laboratories ABT | $13.94M | 0.01 | 122,684 | -5.92% | -$877,343.46 | 0.7 | |
| PepsiCo, Inc. PEP | $15.45M | 0.01 | 87,678 | -4.04% | -$650,701.76 | 0.78 | |
| Bank of America Corporation BAC | $18.57M | 0.01 | 489,796 | -0.87% | -$163,397.21 | 0.94 | |
| Johnson & Johnson JNJ | $17.3M | 0.01 | 109,369 | -4.63% | -$840,781.20 | 0.87 | |
| AbbVie Inc. ABBV | $13M | <0.01 | 71,401 | +5.45% | +$671,949.05 | 0.65 | |
| Visa Inc. V | $21.89M | <0.01 | 78,422 | +0.31% | +$67,537.75 | 1.1 | |
| Costco Wholesale Corporation COST | $13.1M | <0.01 | 17,876 | +8.07% | +$978,061.06 | 0.66 | |
| The Procter & Gamble Company PG | $12.45M | <0.01 | 76,737 | +0.6% | +$73,823.71 | 0.63 | |
| JPMorgan Chase & Co. JPM | $17.26M | <0.01 | 86,191 | -0.85% | -$148,622.21 | 0.87 | |
| Mastercard Incorporated MA | $12.04M | <0.01 | 24,999 | +1% | +$118,947.35 | 0.61 | |
| Walmart Inc. WMT | $15.57M | <0.01 | 257,853 | +202.5% | +$10.42M | 0.78 | |
| Eli Lilly and Company LLY | $21.6M | <0.01 | 27,766 | -4.29% | -$968,568.08 | 1.09 | |
| Alphabet Inc. GOOG | $41.1M | <0.01 | 269,938 | +0.13% | +$51,311.62 | 2.07 | |
| Apple Inc. AAPL | $52.37M | <0.01 | 305,391 | -2.29% | -$1.23M | 2.64 | |
| Microsoft Corporation MSFT | $63.47M | <0.01 | 150,865 | +0.97% | +$612,569.78 | 3.2 | |
| Exxon Mobil Corporation XOM | $11.23M | <0.01 | 96,572 | -1.06% | -$120,191.61 | 0.57 | |
| Amazon.com, Inc. AMZN | $34.52M | <0.01 | 191,369 | +9.22% | +$2.91M | 1.74 | |
Alphabet Inc. GOOGL | $19.69M | <0.01 | 130,483 | -0.79% | -$157,571.26 | 0.99 | |
| NVIDIA Corporation NVDA | $13.78M | <0.01 | 15,253 | +19.02% | +$2.2M | 0.69 | |
Vanguard Dividend Appreciation Index Fund VIG | $20.51M | <0.01 | 112,308 | +0.36% | +$73,774.71 | 1.03 | |
Vanguard Short-Term Treasury Index Fund VGSH | $16.31M | <0.01 | 280,887 | -7.99% | -$1.42M | 0.82 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $18.55M | <0.01 | 239,903 | -11.91% | -$2.51M | 0.93 | |
iShares Russell 1000 Growth ETF IWF | $15.4M | <0.01 | 45,705 | +4.14% | +$613,093.50 | 0.78 | |
Vanguard Small Cap Index Fund VB | $25.27M | <0.01 | 110,559 | +0.8% | +$200,701.98 | 1.27 | |
iShares Russell 1000 Value ETF IWD | $12.05M | <0.01 | 67,254 | +3.25% | +$378,640.30 | 0.61 | |
iShares Russell 1000 ETF IWB | $29.99M | <0.01 | 104,130 | -0.54% | -$163,601.04 | 1.51 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $61.52M | <0.01 | 110,359 | +0.23% | +$139,911.59 | 3.1 | |
iShares Core S&P 500 ETF IVV | $93.06M | <0.01 | 177,012 | +1.83% | +$1.68M | 4.68 | |
Technology Select Sector SPDR Fund XLK | $13.69M | <0.01 | 65,739 | +13.79% | +$1.66M | 0.69 | |
iShares Core S&P Small-Cap ETF IJR | $24.72M | <0.01 | 223,683 | +5.98% | +$1.4M | 1.24 | |
SPDR S&P 500 ETF Trust SPY | $94.47M | <0.01 | 180,056 | +0.78% | +$730,827.77 | 4.75 | |
Vanguard 500 Index Fund VOO | $14.5M | <0.01 | 30,158 | +7.58% | +$1.02M | 0.73 | |
iShares Core S&P Mid-Cap ETF IJH | $15.11M | <0.01 | 248,818 | +442.46% | +$12.33M | 0.76 | |
Vanguard Mid Cap Index Fund VO | $15.38M | <0.01 | 61,540 | 0% | +$0 | 0.77 | |
Invesco S&P 500 Equal Weight ETF RSP | $30.85M | <0.01 | 182,168 | +0.44% | +$134,479.50 | 1.55 | |
JPMorgan Ultra-Short Income ETF JPST | $31.1M | <0.01 | 616,488 | -12.08% | -$4.27M | 1.57 |