| Watsco, Inc. WSO | $19.28M | 0.1 | 44,626 | -3.83% | -$768,042.69 | 0.71 | |
| Jacobs Engineering Group Inc. J | $17.99M | 0.09 | 117,001 | +0.41% | +$73,944.13 | 0.66 | |
| Westinghouse Air Brake Technologies Corporation WAB | $22.34M | 0.09 | 153,332 | -0.58% | -$130,674.96 | 0.82 | |
| IQVIA Holdings Inc. IQV | $27.19M | 0.06 | 107,501 | +0.06% | +$17,449.41 | 1 | |
| Verisk Analytics, Inc. VRSK | $19.33M | 0.06 | 82,019 | +0.07% | +$14,143.80 | 0.71 | |
| Sysco Corporation SYY | $18.72M | 0.05 | 230,608 | +<0.01% | +$1,136.52 | 0.69 | |
| Palo Alto Networks, Inc. PANW | $32.13M | 0.04 | 113,085 | -0.16% | -$52,279.92 | 1.18 | |
| Thermo Fisher Scientific Inc. TMO | $60.91M | 0.03 | 104,806 | -0.58% | -$358,025.45 | 2.25 | |
| Becton, Dickinson and Company BDX | $19.43M | 0.03 | 78,529 | -0.04% | -$8,660.76 | 0.72 | |
| KLA Corporation KLAC | $22.13M | 0.02 | 31,682 | -3.58% | -$822,915.43 | 0.82 | |
| Equinix, Inc. EQIX | $18.76M | 0.02 | 22,736 | -1.02% | -$193,954.09 | 0.69 | |
| The TJX Companies, Inc. TJX | $25.17M | 0.02 | 248,196 | -0.05% | -$12,474.66 | 0.93 | |
| Marsh & McLennan Companies, Inc. MMC | $21.35M | 0.02 | 103,675 | -0.65% | -$138,829.97 | 0.79 | |
| Analog Devices, Inc. ADI | $20.86M | 0.02 | 105,481 | -0.57% | -$120,651.64 | 0.77 | |
| Automatic Data Processing, Inc. ADP | $20.21M | 0.02 | 80,931 | +0.1% | +$20,728.42 | 0.75 | |
| CVS Health Corporation CVS | $19.13M | 0.02 | 239,820 | -3.78% | -$750,859.18 | 0.71 | |
| BlackRock, Inc. BLK | $22.61M | 0.02 | 27,119 | -0.72% | -$163,402.44 | 0.83 | |
| NextEra Energy, Inc. NEE | $22.26M | 0.02 | 348,284 | +1.35% | +$296,606.64 | 0.82 | |
| Stryker Corporation SYK | $21.63M | 0.02 | 60,440 | -1.24% | -$271,623.82 | 0.8 | |
| S&P Global Inc. SPGI | $20.25M | 0.02 | 47,590 | +3.42% | +$668,809.73 | 0.75 | |
| Raytheon Technologies Corporation RTX | $19.79M | 0.02 | 202,960 | +0.7% | +$137,615.10 | 0.73 | |
| Intuitive Surgical, Inc. ISRG | $19.44M | 0.01 | 48,709 | -1.07% | -$209,921.33 | 0.72 | |
| Uber Technologies, Inc. UBER | $21.46M | 0.01 | 278,690 | -3.94% | -$879,764.73 | 0.79 | |
| Accenture plc ACN | $29.11M | 0.01 | 83,981 | -0.8% | -$235,348.45 | 1.07 | |
| Visa Inc. V | $69.57M | 0.01 | 249,279 | -0.56% | -$392,664.90 | 2.56 | |
| The Home Depot, Inc. HD | $47.37M | 0.01 | 123,496 | -0.22% | -$103,955.89 | 1.75 | |
| Broadcom Inc. AVGO | $62.89M | 0.01 | 47,448 | -3.61% | -$2.35M | 2.32 | |
| PepsiCo, Inc. PEP | $20.43M | 0.01 | 116,763 | +0.02% | +$4,024.72 | 0.75 | |
| Salesforce, Inc. CRM | $21.66M | 0.01 | 71,931 | -1.7% | -$375,270.27 | 0.8 | |
| Costco Wholesale Corporation COST | $24.02M | 0.01 | 32,780 | -1% | -$242,500.53 | 0.89 | |
| JPMorgan Chase & Co. JPM | $41.68M | 0.01 | 208,082 | -4.31% | -$1.88M | 1.54 | |
ASML Holding N.V. ASML | $18.97M | 0.01 | 19,548 | -0.92% | -$176,626.20 | 0.7 | |
| Johnson & Johnson JNJ | $20.87M | 0.01 | 131,946 | -0.18% | -$37,649.19 | 0.77 | |
| Apple Inc. AAPL | $110.29M | <0.01 | 643,182 | -0.34% | -$374,169.30 | 4.07 | |
| Meta Platforms, Inc. META | $43.18M | <0.01 | 88,927 | -2.39% | -$1.06M | 1.59 | |
| Walmart Inc. WMT | $19.4M | <0.01 | 322,492 | +201.91% | +$12.98M | 0.72 | |
| Amazon.com, Inc. AMZN | $81.85M | <0.01 | 453,791 | -0.47% | -$383,668.26 | 3.02 | |
Alphabet Inc. GOOGL | $69.23M | <0.01 | 458,711 | -0.22% | -$155,156.04 | 2.55 | |
| NVIDIA Corporation NVDA | $69.39M | <0.01 | 76,791 | -2.99% | -$2.14M | 2.56 | |
| Microsoft Corporation MSFT | $92.32M | <0.01 | 219,431 | -0.46% | -$421,982.24 | 3.4 | |
Vanguard Short-Term Corporate Bond Index Fund VCSH | $17.64M | <0.01 | 228,226 | -6.8% | -$1.29M | 0.65 | |
iShares U.S. Financials ETF IYF | $24.56M | <0.01 | 256,799 | +1.42% | +$344,818.26 | 0.91 | |
iShares Russell Mid-Cap ETF IWR | $84.84M | <0.01 | 1.01M | +1.17% | +$976,957.61 | 3.13 | |
iShares Russell 2000 ETF IWM | $74.26M | <0.01 | 353,101 | +1.09% | +$803,135.71 | 2.74 | |
iShares Russell 1000 ETF IWB | $59.84M | <0.01 | 207,764 | -3.59% | -$2.23M | 2.21 | |
SPDR S&P MIDCAP 400 ETF Trust MDY | $58.47M | <0.01 | 105,079 | -2.13% | -$1.27M | 2.16 | |
iShares Core MSCI EAFE ETF IEFA | $20.81M | <0.01 | 280,422 | +12.29% | +$2.28M | 0.77 | |
SPDR S&P 500 ETF Trust SPY | $116.83M | <0.01 | 223,351 | -1.8% | -$2.14M | 4.31 | |
Vanguard High Dividend Yield Index Fund VYM | $28.53M | <0.01 | 235,811 | -0.49% | -$140,106.42 | 1.05 | |
Vanguard 500 Index Fund VOO | $64.07M | <0.01 | 133,289 | +3.29% | +$2.04M | 2.36 |