| Okta, Inc. OKTA | $564.65M | 0.31 | 525,379 | +0.05% | +$305,228.96 | 4.23 | |
| Bunge Limited BG | $28.59M | 0.2 | 278,866 | +4.32% | +$1.18M | 0.21 | |
| Texas Instruments Incorporated TXN | $10.39B | 0.05 | 467,264 | +3.36% | +$337.5M | 77.88 | |
| Parker-Hannifin Corporation PH | $30.02M | 0.04 | 54,013 | -1.34% | -$408,508.04 | 0.23 | |
| Johnson Controls International plc JCI | $14.26M | 0.03 | 218,289 | +8.12% | +$1.07M | 0.11 | |
| Schlumberger Limited SLB | $24.18M | 0.03 | 441,224 | +3.1% | +$726,999.74 | 0.18 | |
| Lam Research Corporation LRCX | $20.56M | 0.02 | 21,161 | +14.51% | +$2.61M | 0.15 | |
| Applied Materials, Inc. AMAT | $25.49M | 0.02 | 123,621 | -1.49% | -$385,236.90 | 0.19 | |
UBS Group AG UBS | $15.73M | 0.02 | 512,015 | +3.98% | +$602,726.91 | 0.12 | |
| Marsh & McLennan Companies, Inc. MMC | $14.06M | 0.01 | 68,238 | +4.44% | +$597,749.82 | 0.11 | |
| United Parcel Service, Inc. UPS | $15.98M | 0.01 | 107,503 | +31.57% | +$3.83M | 0.12 | |
| Eaton Corporation plc ETN | $16.54M | 0.01 | 52,886 | +31.52% | +$3.96M | 0.12 | |
| Caterpillar Inc. CAT | $23.51M | 0.01 | 64,157 | -1.21% | -$288,015.15 | 0.18 | |
| General Electric Company GE | $20.82M | 0.01 | 118,604 | -1.64% | -$347,197.90 | 0.16 | |
Alibaba Group Holding Limited BABA | $16.76M | 0.01 | 231,688 | +34.96% | +$4.34M | 0.13 | |
| JPMorgan Chase & Co. JPM | $45.32M | 0.01 | 226,249 | +0.42% | +$190,084.82 | 0.34 | |
| Intel Corporation INTC | $14.76M | 0.01 | 334,070 | +18.11% | +$2.26M | 0.11 | |
| Linde plc LIN | $15.66M | 0.01 | 33,728 | +2.31% | +$352,882.82 | 0.12 | |
| Advanced Micro Devices, Inc. AMD | $16.77M | 0.01 | 92,893 | +2.08% | +$341,667.58 | 0.13 | |
| Netflix, Inc. NFLX | $15.78M | 0.01 | 25,979 | -14.26% | -$2.62M | 0.12 | |
| AbbVie Inc. ABBV | $16.62M | 0.01 | 91,265 | +1.39% | +$227,077.90 | 0.13 | |
| Oracle Corporation ORCL | $18.14M | 0.01 | 144,431 | +1.19% | +$213,914.05 | 0.14 | |
| Apple Inc. AAPL | $80.68M | <0.01 | 470,487 | +8.14% | +$6.07M | 0.61 | |
| NVIDIA Corporation NVDA | $64.51M | <0.01 | 71,397 | -18.55% | -$14.7M | 0.48 | |
| Microsoft Corporation MSFT | $95.85M | <0.01 | 227,828 | +13.56% | +$11.45M | 0.72 | |
| Amazon.com, Inc. AMZN | $64.12M | <0.01 | 355,463 | -0.47% | -$301,054.38 | 0.48 | |
Alphabet Inc. GOOGL | $32.51M | <0.01 | 215,372 | -0.11% | -$36,374.07 | 0.24 | |
| Marvell Technology, Inc. MRVL | $16.69M | <0.01 | 235,430 | -0.09% | -$14,459.52 | 0.13 | |
| Meta Platforms, Inc. META | $15.29M | <0.01 | 31,489 | -26.45% | -$5.5M | 0.12 | |
Schwab U.S. Large-Cap ETF SCHX | $33.78M | <0.01 | 544,365 | +0.09% | +$28,982.00 | 0.25 | |
Vanguard Small Cap Index Fund VB | $85.39M | <0.01 | 373,544 | +2.62% | +$2.18M | 0.64 | |
Invesco S&P 500 Equal Weight ETF RSP | $18.75M | <0.01 | 110,715 | +2.38% | +$435,279.59 | 0.14 | |
iShares Broad USD High Yield Corporate Bond ETF USHY | $18.39M | <0.01 | 502,550 | +4.05% | +$716,615.05 | 0.14 | |
iShares MSCI USA Quality Factor ETF QUAL | $75.73M | <0.01 | 460,790 | +2.21% | +$1.64M | 0.57 | |
iShares Core U.S. Aggregate Bond ETF AGG | $74.24M | <0.01 | 758,054 | +4.25% | +$3.02M | 0.56 | |
iShares MSCI Mexico ETF EWW | $20.61M | <0.01 | 297,330 | +2.57% | +$516,358.72 | 0.16 | |
Invesco QQQ Trust QQQ | $56.69M | <0.01 | 127,683 | +2.3% | +$1.27M | 0.43 | |
iShares MSCI EAFE Growth ETF EFG | $42.92M | <0.01 | 413,492 | +3.06% | +$1.27M | 0.32 | |
SPDR Portfolio Aggregate Bond ETF SPAB | $73.47M | <0.01 | 2.91M | +4.28% | +$3.02M | 0.55 | |
iShares Russell 1000 Growth ETF IWF | $64.75M | <0.01 | 192,109 | +1.84% | +$1.17M | 0.49 | |
Vanguard Total Bond Market Index Fund BND | $74.74M | <0.01 | 1.03M | +4.91% | +$3.5M | 0.56 | |
iShares Core S&P 500 ETF IVV | $51.85M | <0.01 | 98,617 | +0.06% | +$28,915.14 | 0.39 | |
iShares 0-5 Year High Yield Corporate Bond ETF SHYG | $18.65M | <0.01 | 438,351 | +4.3% | +$769,134.09 | 0.14 | |
Vanguard Emerging Markets Stock Index Fund VWO | $25.77M | <0.01 | 617,050 | +3.43% | +$854,865.07 | 0.19 | |
iShares S&P 500 Value ETF IVE | $38.35M | <0.01 | 205,292 | +2.4% | +$897,062.22 | 0.29 | |
iShares 0-3 Month Treasury Bond ETF SGOV | $22.81M | <0.01 | 226,478 | +4.45% | +$972,355.84 | 0.17 | |
Vanguard Large Cap Index Fund VV | $36.31M | <0.01 | 151,436 | -1.24% | -$456,263.66 | 0.27 | |
iShares MSCI EAFE Small-Cap ETF SCZ | $26.15M | <0.01 | 412,881 | +3.69% | +$930,253.99 | 0.2 | |
Vanguard Total Stock Market Index Fund VTI | $37.98M | <0.01 | 146,149 | +0.53% | +$199,083.55 | 0.29 | |
iShares Convertible Bond ETF ICVT | $21.37M | <0.01 | 267,694 | -5.11% | -$1.15M | 0.16 |