| T. Rowe Price Group, Inc. TROW | $32.84M | 0.12 | 269,366 | +<0.01% | +$609.60 | 4.06 | |
| FTAI Aviation Ltd. FTAI | $8.07M | 0.12 | 119,888 | 0% | +$0 | 1 | |
| United Parcel Service, Inc. UPS | $74.24M | 0.06 | 499,509 | -0.25% | -$184,747.14 | 9.18 | |
| Becton, Dickinson and Company BDX | $4.75M | 0.01 | 19,212 | +2.55% | +$118,033.66 | 0.59 | |
| QUALCOMM Incorporated QCOM | $4.05M | <0.01 | 23,925 | +1.95% | +$77,370.11 | 0.5 | |
| Apple Inc. AAPL | $45.68M | <0.01 | 266,403 | +1.7% | +$763,086.81 | 5.65 | |
| Merck & Co., Inc. MRK | $5.83M | <0.01 | 44,182 | +2.68% | +$152,271.45 | 0.72 | |
| Lowe's Companies, Inc. LOW | $2.75M | <0.01 | 10,780 | +0.34% | +$9,170.28 | 0.34 | |
| JPMorgan Chase & Co. JPM | $4.03M | <0.01 | 20,114 | +31.89% | +$974,271.97 | 0.5 | |
| Johnson & Johnson JNJ | $5.53M | <0.01 | 34,983 | +3.79% | +$201,850.45 | 0.69 | |
| The Procter & Gamble Company PG | $4.01M | <0.01 | 24,701 | +5.42% | +$205,899.24 | 0.5 | |
| Amazon.com, Inc. AMZN | $25.99M | <0.01 | 144,065 | +2.5% | +$633,134.59 | 3.22 | |
| Oracle Corporation ORCL | $4.93M | <0.01 | 39,237 | +12.65% | +$553,563.32 | 0.61 | |
| Abbott Laboratories ABT | $2.81M | <0.01 | 24,765 | +23.13% | +$528,749.91 | 0.35 | |
| AbbVie Inc. ABBV | $4.02M | <0.01 | 22,055 | +12.89% | +$458,523.52 | 0.5 | |
| Microsoft Corporation MSFT | $16.95M | <0.01 | 40,280 | +8.96% | +$1.39M | 2.1 | |
| The Home Depot, Inc. HD | $5.13M | <0.01 | 13,361 | +5.96% | +$288,469.14 | 0.63 | |
| McDonald's Corporation MCD | $2.53M | <0.01 | 8,981 | +18.98% | +$404,034.36 | 0.31 | |
| UnitedHealth Group Incorporated UNH | $2.72M | <0.01 | 5,495 | +1.95% | +$51,946.55 | 0.34 | |
Vanguard Mid Cap Index Fund VO | $11.86M | <0.01 | 47,450 | +1.13% | +$131,926.29 | 1.47 | |
SPDR S&P 500 ETF Trust SPY | $109.23M | <0.01 | 208,821 | -0.95% | -$1.05M | 13.51 | |
Technology Select Sector SPDR Fund XLK | $4.65M | <0.01 | 22,325 | 0% | +$0 | 0.58 | |
Vanguard Real Estate Index Fund VNQ | $6.11M | <0.01 | 70,667 | +6.88% | +$393,483.86 | 0.76 | |
iShares MSCI KLD 400 Social ETF DSI | $12.52M | <0.01 | 124,193 | +0.76% | +$93,954.93 | 1.55 | |
Vanguard High Dividend Yield Index Fund VYM | $3.04M | <0.01 | 25,130 | New | +$3.04M | 0.38 | |
Vanguard Information Technology Index Fund VGT | $3.52M | <0.01 | 6,707 | -7.78% | -$296,776.49 | 0.44 | |
iShares Russell 2000 ETF IWM | $6.04M | <0.01 | 28,728 | -54.33% | -$7.19M | 0.75 | |
Vanguard Emerging Markets Stock Index Fund VWO | $8.2M | <0.01 | 196,330 | +5.1% | +$398,193.31 | 1.01 | |
Vanguard FTSE All-World ex-US Index Fund VEU | $8M | <0.01 | 136,405 | 0% | +$0 | 0.99 | |
iShares Russell 1000 Value ETF IWD | $3.84M | <0.01 | 21,452 | 0% | +$0 | 0.48 | |
Vanguard Growth Index Fund VUG | $16.1M | <0.01 | 46,775 | +0.8% | +$127,010.18 | 1.99 | |
Vanguard Developed Markets Index Fund VEA | $8.64M | <0.01 | 172,138 | +23.92% | +$1.67M | 1.07 | |
iShares S&P 100 ETF OEF | $5.38M | <0.01 | 21,754 | -0.46% | -$24,741.00 | 0.67 | |
iShares Russell 1000 ETF IWB | $2.65M | <0.01 | 9,202 | 0% | +$0 | 0.33 | |
Vanguard Value Index Fund VTV | $18.24M | <0.01 | 111,973 | -3.68% | -$697,368.59 | 2.26 | |
Vanguard Small Cap Value Index Fund VBR | $5.07M | <0.01 | 26,442 | 0% | +$0 | 0.63 | |
| NVIDIA Corporation NVDA | $9.12M | <0.01 | 10,094 | +18.98% | +$1.45M | 1.13 | |
Vanguard Total Stock Market Index Fund VTI | $4.38M | <0.01 | 16,850 | +16.59% | +$623,244.04 | 0.54 | |
iShares Core S&P 500 ETF IVV | $8.53M | <0.01 | 16,227 | -1.04% | -$89,374.10 | 1.06 | |
Vanguard Small Cap Growth Index Fund VBK | $5.32M | <0.01 | 20,396 | -0.29% | -$15,643.20 | 0.66 | |
Vanguard Total World Stock Index Fund VT | $12.39M | <0.01 | 112,144 | -3.53% | -$453,821.82 | 1.53 | |
Vanguard S&P Mid-Cap 400 Index Fund IVOO | $3.2M | <0.01 | 31,040 | -0.23% | -$7,416.72 | 0.4 | |
Vanguard Small Cap Index Fund VB | $7.01M | <0.01 | 30,652 | -1.44% | -$102,635.93 | 0.87 | |
Vanguard Mid-Cap Growth Index Fund VOT | $2.95M | <0.01 | 12,493 | 0% | +$0 | 0.36 | |
Vanguard 500 Index Fund VOO | $23.53M | <0.01 | 48,942 | -2.46% | -$592,226.09 | 2.91 | |
Alphabet Inc. GOOGL | $8.82M | <0.01 | 58,442 | -0.64% | -$56,598.46 | 1.09 | |
Vanguard Mid-Cap Value Index Fund VOE | $7.86M | <0.01 | 50,426 | -0.98% | -$77,955.00 | 0.97 | |
| Alphabet Inc. GOOG | $8.01M | <0.01 | 52,585 | +13.17% | +$931,526.79 | 0.99 | |
| Eli Lilly and Company LLY | $3.15M | <0.01 | 4,049 | +33.9% | +$797,490.76 | 0.39 | |
Consumer Staples Select Sector SPDR Fund XLP | $2.69M | <0.01 | 35,170 | 0% | +$0 | 0.33 |