| Raymond James Financial, Inc. RJF | $144.78M | 0.54 | 1.13M | -0.15% | -$213,177.20 | 68.39 | |
| UFP Industries, Inc. UFPI | $2.73M | 0.04 | 22,221 | -11.88% | -$368,538.07 | 1.29 | |
| Simpson Manufacturing Co., Inc. SSD | $2.98M | 0.03 | 14,512 | -15.87% | -$561,577.82 | 1.41 | |
| A. O. Smith Corporation AOS | $2.6M | 0.02 | 29,008 | -1.07% | -$28,090.44 | 1.23 | |
| West Pharmaceutical Services, Inc. WST | $2.7M | 0.01 | 6,827 | -2.19% | -$60,543.65 | 1.28 | |
| ResMed Inc. RMD | $2.44M | 0.01 | 12,319 | +13.78% | +$295,472.20 | 1.15 | |
| The Procter & Gamble Company PG | $15.05M | <0.01 | 92,787 | +0.78% | +$116,333.25 | 7.11 | |
| The Travelers Companies, Inc. TRV | $1.57M | <0.01 | 6,815 | New | +$1.57M | 0.74 | |
| Cigna Corporation CI | $1.58M | <0.01 | 4,342 | New | +$1.58M | 0.75 | |
| The Charles Schwab Corporation SCHW | $3.29M | <0.01 | 45,542 | -1.06% | -$35,446.61 | 1.56 | |
| Texas Instruments Incorporated TXN | $2.61M | <0.01 | 14,954 | +10.5% | +$247,552.47 | 1.23 | |
| ServiceNow, Inc. NOW | $1.6M | <0.01 | 2,096 | New | +$1.6M | 0.76 | |
| Salesforce, Inc. CRM | $1.61M | <0.01 | 5,337 | New | +$1.61M | 0.76 | |
| Visa Inc. V | $2.84M | <0.01 | 10,186 | -10.41% | -$330,430.73 | 1.34 | |
| Rockwell Automation, Inc. ROK | $333,282.00 | <0.01 | 1,144 | -1.38% | -$4,661.29 | 0.16 | |
| UnitedHealth Group Incorporated UNH | $2.53M | <0.01 | 5,114 | +9.09% | +$210,742.22 | 1.2 | |
| QUALCOMM Incorporated QCOM | $1.15M | <0.01 | 6,771 | -58.37% | -$1.61M | 0.54 | |
| Williams-Sonoma, Inc. WSM | $226,082.00 | <0.01 | 712 | New | +$226,082.00 | 0.11 | |
| The Progressive Corporation PGR | $1.55M | <0.01 | 7,491 | New | +$1.55M | 0.73 | |
Vanguard Value Index Fund VTV | $260,576.00 | <0.01 | 1,600 | 0% | +$0 | 0.12 | |
Vanguard Total Stock Market Index Fund VTI | $7.9M | <0.01 | 30,389 | -2.63% | -$213,377.33 | 3.73 | |
SPDR S&P 500 ETF Trust SPY | $261,535.00 | <0.01 | 500 | 0% | +$0 | 0.12 | |
| Vertex Pharmaceuticals Incorporated VRTX | $427,207.00 | <0.01 | 1,022 | -1.35% | -$5,852.15 | 0.2 | |
SPDR S&P Dividend ETF SDY | $398,970.00 | <0.01 | 3,040 | -0.16% | -$656.20 | 0.19 | |
Vanguard 500 Index Fund VOO | $2.08M | <0.01 | 4,330 | +0.58% | +$12,017.50 | 0.98 | |
Vanguard Industrials Index Fund VIS | $1.77M | <0.01 | 7,233 | New | +$1.77M | 0.83 | |
Schwab U.S. Mid-Cap ETF SCHM | $720,900.00 | <0.01 | 8,853 | -1.67% | -$12,214.50 | 0.34 | |
| Zoetis Inc. ZTS | $259,399.00 | <0.01 | 1,533 | -6.01% | -$16,582.58 | 0.12 | |
| Tesla, Inc. TSLA | $827,796.00 | <0.01 | 4,709 | -3.88% | -$33,400.14 | 0.39 | |
Vanguard Extended Market Index Fund VXF | $2.65M | <0.01 | 15,095 | -8.63% | -$249,768.00 | 1.25 |