| Watsco, Inc. WSO | $8.44M | 0.04 | 19,545 | -0.48% | -$40,605.18 | 1.26 | |
| Broadridge Financial Solutions, Inc. BR | $10.07M | 0.04 | 49,161 | -0.4% | -$40,767.14 | 1.51 | |
| HF Sinclair Corporation DINO | $4.01M | 0.04 | 66,451 | +0.01% | +$482.96 | 0.6 | |
| CarMax, Inc. KMX | $4.43M | 0.03 | 50,878 | +17.17% | +$649,579.33 | 0.66 | |
| Snap-on Incorporated SNA | $2.89M | 0.02 | 9,741 | +18.39% | +$448,181.01 | 0.43 | |
| IQVIA Holdings Inc. IQV | $7.81M | 0.02 | 30,884 | -0.71% | -$55,635.80 | 1.17 | |
| The Sherwin-Williams Company SHW | $14.4M | 0.02 | 41,468 | -0.49% | -$71,202.77 | 2.16 | |
| Williams-Sonoma, Inc. WSM | $3.24M | 0.02 | 10,212 | -1.13% | -$37,151.02 | 0.49 | |
| Discover Financial Services DFS | $4.99M | 0.02 | 38,081 | -52.27% | -$5.47M | 0.75 | |
| NVR, Inc. NVR | $3.67M | 0.01 | 453 | -0.88% | -$32,399.84 | 0.55 | |
| Pinterest, Inc. PINS | $3.01M | 0.01 | 86,685 | -0.46% | -$13,833.33 | 0.45 | |
| Schlumberger Limited SLB | $6.72M | 0.01 | 122,607 | +0.23% | +$15,401.61 | 1.01 | |
| Starbucks Corporation SBUX | $8.91M | 0.01 | 97,447 | +0.91% | +$79,874.71 | 1.33 | |
| Zoetis Inc. ZTS | $6.16M | 0.01 | 36,425 | -0.99% | -$61,592.45 | 0.92 | |
| CVS Health Corporation CVS | $7.41M | 0.01 | 92,873 | -0.23% | -$17,228.16 | 1.11 | |
| Amgen Inc. AMGN | $10.21M | 0.01 | 35,917 | -1.67% | -$173,151.79 | 1.53 | |
| The Estée Lauder Companies Inc. EL | $3.37M | 0.01 | 21,881 | +0.06% | +$2,003.95 | 0.51 | |
| Honeywell International Inc. HON | $8.42M | 0.01 | 41,037 | -0.77% | -$65,474.93 | 1.26 | |
| NIKE, Inc. NKE | $7.7M | 0.01 | 81,969 | -1.32% | -$103,378.46 | 1.15 | |
| NextEra Energy, Inc. NEE | $5.66M | <0.01 | 88,612 | +0.51% | +$28,951.32 | 0.85 | |
| Lowe's Companies, Inc. LOW | $5.39M | <0.01 | 21,150 | -0.38% | -$20,378.40 | 0.81 | |
| Adobe Inc. ADBE | $6.19M | <0.01 | 12,266 | -7% | -$466,250.43 | 0.93 | |
| The Walt Disney Company DIS | $7M | <0.01 | 57,241 | -1.91% | -$136,309.05 | 1.05 | |
| The Progressive Corporation PGR | $3.33M | <0.01 | 16,088 | New | +$3.33M | 0.5 | |
| United Parcel Service, Inc. UPS | $4.43M | <0.01 | 29,826 | -0.91% | -$40,873.44 | 0.66 | |
| Costco Wholesale Corporation COST | $9.11M | <0.01 | 12,440 | -0.43% | -$39,562.02 | 1.36 | |
| QUALCOMM Incorporated QCOM | $4.24M | <0.01 | 25,059 | -5.35% | -$239,728.82 | 0.64 | |
| Apple Inc. AAPL | $39.5M | <0.01 | 230,360 | -1.94% | -$782,463.76 | 5.91 | |
| Johnson & Johnson JNJ | $9.29M | <0.01 | 58,746 | +15.27% | +$1.23M | 1.39 | |
| Visa Inc. V | $11.48M | <0.01 | 41,123 | +0.31% | +$35,722.32 | 1.72 | |
| Salesforce, Inc. CRM | $6.16M | <0.01 | 20,447 | -10.02% | -$686,088.10 | 0.92 | |
Alphabet Inc. GOOGL | $19.32M | <0.01 | 127,998 | -1.19% | -$232,583.14 | 2.89 | |
| Microsoft Corporation MSFT | $29.45M | <0.01 | 70,005 | -0.67% | -$199,842.32 | 4.41 | |
| Amazon.com, Inc. AMZN | $17.74M | <0.01 | 98,357 | -4.98% | -$930,400.06 | 2.66 | |
| Eli Lilly and Company LLY | $4.91M | <0.01 | 6,310 | -4.52% | -$232,616.22 | 0.74 | |
Vanguard Developed Markets Index Fund VEA | $51.53M | <0.01 | 1.03M | -1.24% | -$644,985.38 | 7.71 | |
Vanguard Small Cap Growth Index Fund VBK | $24.71M | <0.01 | 94,787 | +24.27% | +$4.83M | 3.7 | |
iShares Russell Mid-Cap Growth ETF IWP | $3.52M | <0.01 | 30,855 | -0.09% | -$3,195.92 | 0.53 | |
iShares Core S&P 500 ETF IVV | $62.69M | <0.01 | 119,245 | -2.67% | -$1.72M | 9.38 | |
SPDR Portfolio Emerging Markets ETF SPEM | $5.04M | <0.01 | 139,201 | -3.34% | -$174,182.50 | 0.75 | |
| NVIDIA Corporation NVDA | $10.4M | <0.01 | 11,507 | -1.17% | -$122,884.28 | 1.56 | |
iShares Core S&P Small-Cap ETF IJR | $24.83M | <0.01 | 224,696 | -0.11% | -$27,851.09 | 3.72 | |
iShares Core S&P Mid-Cap ETF IJH | $11.59M | <0.01 | 190,764 | +386.07% | +$9.2M | 1.73 | |
iShares Core MSCI International Developed Markets ETF IDEV | $17.51M | <0.01 | 260,770 | -3.09% | -$558,320.24 | 2.62 | |
Schwab International Equity ETF SCHF | $9.1M | <0.01 | 233,117 | -0.26% | -$23,997.30 | 1.36 | |
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD | $14.51M | <0.01 | 133,229 | +2.95% | +$415,746.39 | 2.17 | |
Vanguard Emerging Markets Stock Index Fund VWO | $20.3M | <0.01 | 485,922 | +1.52% | +$304,252.53 | 3.04 | |
iShares Gold Trust IAU | $15.64M | <0.01 | 372,298 | -0.25% | -$38,901.26 | 2.34 | |
Schwab U.S. Small-Cap ETF SCHA | $2.9M | <0.01 | 58,985 | -0.12% | -$3,496.04 | 0.44 | |
Vanguard 500 Index Fund VOO | $6.85M | <0.01 | 14,249 | -1.65% | -$114,887.31 | 1.03 |