| Tennant Company TNC | $12.38M | 0.54 | 101,802 | New | +$12.38M | 2.95 | |
| Warby Parker Inc. WRBY | $5.55M | 0.34 | 408,105 | +0.34% | +$19,013.17 | 1.32 | |
| CSW Industrials, Inc. CSWI | $12.28M | 0.34 | 52,345 | -15.43% | -$2.24M | 2.92 | |
| Goosehead Insurance, Inc GSHD | $6.79M | 0.27 | 101,964 | +0.57% | +$38,639.58 | 1.62 | |
FirstService Corporation FSV | $15.79M | 0.21 | 95,263 | -0.27% | -$42,113.06 | 3.76 | |
| Flowserve Corporation FLS | $11.12M | 0.19 | 243,452 | +3.45% | +$370,510.20 | 2.65 | |
| Installed Building Products, Inc. IBP | $8.89M | 0.12 | 34,366 | New | +$8.89M | 2.12 | |
| Kinsale Capital Group, Inc. KNSL | $14.55M | 0.12 | 27,735 | +1.39% | +$198,879.17 | 3.46 | |
| Jack Henry & Associates, Inc. JKHY | $8.46M | 0.07 | 48,698 | +1.45% | +$121,263.55 | 2.01 | |
| J.B. Hunt Transport Services, Inc. JBHT | $11.5M | 0.06 | 57,733 | +1.37% | +$155,015.20 | 2.74 | |
| CDW Corporation CDW | $15.81M | 0.05 | 61,823 | -9.99% | -$1.75M | 3.76 | |
| ANSYS, Inc. ANSS | $10.63M | 0.04 | 30,621 | +66.43% | +$4.24M | 2.53 | |
| Church & Dwight Co., Inc. CHD | $8.59M | 0.03 | 82,386 | +4.16% | +$342,971.17 | 2.05 | |
| The Trade Desk, Inc. TTD | $12.84M | 0.03 | 146,843 | +0.77% | +$98,260.09 | 3.06 | |
| Fastenal Company FAST | $11.88M | 0.03 | 154,068 | -2.48% | -$302,388.63 | 2.83 | |
| Okta, Inc. OKTA | $4.59M | 0.03 | 43,833 | -3.09% | -$146,154.16 | 1.09 | |
| Amphenol Corporation APH | $15.6M | 0.02 | 135,206 | -5.74% | -$949,561.26 | 3.71 | |
| FedEx Corporation FDX | $12.11M | 0.02 | 41,798 | +0.9% | +$107,783.82 | 2.88 | |
| Roper Technologies, Inc. ROP | $7.08M | 0.01 | 12,631 | -3.73% | -$274,243.56 | 1.69 | |
| PayPal Holdings, Inc. PYPL | $7.42M | 0.01 | 110,780 | +0.4% | +$29,810.55 | 1.77 | |
| Danaher Corporation DHR | $18.71M | 0.01 | 74,909 | -0.02% | -$4,245.22 | 4.45 | |
| The Charles Schwab Corporation SCHW | $11.2M | 0.01 | 154,833 | -0.6% | -$68,216.66 | 2.67 | |
| NIKE, Inc. NKE | $9.85M | 0.01 | 104,800 | +6.91% | +$636,901.62 | 2.34 | |
| Blackstone Inc. BX | $10.23M | 0.01 | 77,890 | -19.18% | -$2.43M | 2.44 | |
| Costco Wholesale Corporation COST | $12.11M | <0.01 | 16,535 | -4.22% | -$534,101.07 | 2.88 | |
ASML Holding N.V. ASML | $12.98M | <0.01 | 13,378 | -8.39% | -$1.19M | 3.09 | |
HDFC Bank Limited HDB | $7.91M | <0.01 | 141,371 | +14.96% | +$1.03M | 1.88 | |
| Visa Inc. V | $10.33M | <0.01 | 36,999 | -14.01% | -$1.68M | 2.46 | |
| Amazon.com, Inc. AMZN | $22.62M | <0.01 | 125,424 | -14.81% | -$3.93M | 5.38 | |
| Intuit Inc. INTU | $2.04M | <0.01 | 3,134 | 0% | +$0 | 0.49 | |
SPDR Portfolio S&P 500 ETF SPLG | $881,910.00 | <0.01 | 14,333 | 0% | +$0 | 0.21 | |
VanEck Short High Yield Muni ETF SHYD | $1M | <0.01 | 44,748 | +0.35% | +$3,495.96 | 0.24 | |
iShares Core Total USD Bond Market ETF IUSB | $28.46M | <0.01 | 624,246 | +5.77% | +$1.55M | 6.77 | |
Vanguard ESG U.S. Stock ETF ESGV | $3.02M | <0.01 | 32,455 | 0% | +$0 | 0.72 | |
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB | $13.4M | <0.01 | 261,327 | +7.33% | +$915,091.63 | 3.19 | |
Vanguard Tax-Exempt Bond Index Fund VTEB | $5.94M | <0.01 | 117,471 | +7.33% | +$405,963.83 | 1.42 | |
Vanguard ESG International Stock ETF VSGX | $1.52M | <0.01 | 26,535 | 0% | +$0 | 0.36 | |
Vanguard Intermediate-Term Treasury Index Fund VGIT | $1.59M | <0.01 | 27,090 | +0.03% | +$526.95 | 0.38 | |
iShares Short Maturity Bond ETF NEAR | $3.82M | <0.01 | 75,771 | +3.14% | +$116,360.77 | 0.91 | |
Alphabet Inc. GOOGL | $8.86M | <0.01 | 58,692 | -22.61% | -$2.59M | 2.11 | |
iShares National Muni Bond ETF MUB | $2.88M | <0.01 | 26,756 | -0.19% | -$5,595.20 | 0.69 | |
Vanguard Intermediate-Term Bond Index Fund BIV | $16.94M | <0.01 | 224,706 | +10.64% | +$1.63M | 4.03 |