| PureCycle Technologies, Inc. PCT | $5.39M | 0.53 | 867,148 | -1.23% | -$67,026.71 | 1.61 | |
| Ambarella, Inc. AMBA | $3.22M | 0.16 | 63,473 | -1.22% | -$39,702.14 | 0.96 | |
| MP Materials Corp. MP | $2.58M | 0.11 | 180,526 | +91.88% | +$1.24M | 0.77 | |
Natera, Inc. NTRA | $7.83M | 0.07 | 85,611 | -1.25% | -$99,325.56 | 2.34 | |
| RH RH | $3.73M | 0.06 | 10,697 | +23.75% | +$714,977.74 | 1.11 | |
| Tapestry, Inc. TPR | $4.35M | 0.04 | 91,721 | -7.19% | -$337,394.97 | 1.3 | |
| WestRock Company WRK | $4.07M | 0.03 | 82,252 | +3.97% | +$155,373.64 | 1.22 | |
| Fidelity National Financial, Inc. FNF | $3.94M | 0.03 | 74,132 | +6.54% | +$241,765.33 | 1.18 | |
| Pinterest, Inc. PINS | $3.43M | 0.01 | 98,938 | -1.32% | -$45,764.39 | 1.03 | |
| Cloudflare, Inc. NET | $3.13M | 0.01 | 32,309 | -34.25% | -$1.63M | 0.94 | |
| Constellation Brands, Inc. STZ | $4.51M | 0.01 | 16,597 | +16.36% | +$634,039.31 | 1.35 | |
| LyondellBasell Industries N.V. LYB | $3.06M | 0.01 | 29,901 | -5.67% | -$184,003.57 | 0.91 | |
| MetLife, Inc. MET | $4.1M | 0.01 | 55,356 | +0.3% | +$12,228.24 | 1.23 | |
| Marathon Petroleum Corporation MPC | $3.64M | 0.01 | 18,052 | -12.88% | -$537,811.78 | 1.09 | |
| Phillips 66 PSX | $3.75M | 0.01 | 22,939 | -2.75% | -$105,844.65 | 1.12 | |
| Intel Corporation INTC | $4.97M | <0.01 | 112,432 | +14.83% | +$641,308.69 | 1.49 | |
| United Parcel Service, Inc. UPS | $3.52M | <0.01 | 23,713 | +17.64% | +$528,394.16 | 1.05 | |
| Uber Technologies, Inc. UBER | $5.6M | <0.01 | 72,762 | -11.12% | -$700,993.90 | 1.68 | |
| Eaton Corporation plc ETN | $3.63M | <0.01 | 11,603 | -19.48% | -$877,692.75 | 1.09 | |
| BlackRock, Inc. BLK | $3.97M | <0.01 | 4,761 | +10.39% | +$373,532.91 | 1.19 | |
| Accenture plc ACN | $3.8M | <0.01 | 10,964 | -11.7% | -$503,624.33 | 1.14 | |
| Pfizer Inc. PFE | $2.65M | <0.01 | 95,583 | +11.34% | +$270,147.34 | 0.79 | |
| Wells Fargo & Company WFC | $4.03M | <0.01 | 69,507 | +4.88% | +$187,268.91 | 1.21 | |
| Abbott Laboratories ABT | $2.87M | <0.01 | 25,259 | +7.24% | +$193,905.45 | 0.86 | |
| AbbVie Inc. ABBV | $2.96M | <0.01 | 16,246 | -4.83% | -$150,053.36 | 0.89 | |
| Merck & Co., Inc. MRK | $2.7M | <0.01 | 20,449 | -12.32% | -$379,233.50 | 0.81 | |
| JPMorgan Chase & Co. JPM | $4.6M | <0.01 | 22,965 | -6.1% | -$298,848.61 | 1.38 | |
Vanguard Emerging Markets Stock Index Fund VWO | $3.18M | <0.01 | 76,050 | +3.07% | +$94,484.02 | 0.95 | |
Schwab Intermediate-Term U.S. Treasury ETF SCHR | $9.98M | <0.01 | 203,565 | +2.46% | +$240,246.94 | 2.99 | |
Vanguard Mortgage-Backed Securities Index Fund VMBS | $4.57M | <0.01 | 100,296 | +1.95% | +$87,662.91 | 1.37 | |
iShares Core S&P Small-Cap ETF IJR | $5.56M | <0.01 | 50,265 | New | +$5.56M | 1.66 | |
Schwab U.S. REIT ETF SCHH | $2.66M | <0.01 | 130,841 | +5.84% | +$146,485.83 | 0.79 | |
iShares National Muni Bond ETF MUB | $3.84M | <0.01 | 35,678 | +0.1% | +$3,873.65 | 1.15 | |
iShares Broad USD High Yield Corporate Bond ETF USHY | $2.59M | <0.01 | 70,903 | +0.74% | +$19,100.08 | 0.78 | |
iShares Core S&P Mid-Cap ETF IJH | $12.62M | <0.01 | 207,822 | +376.1% | +$9.97M | 3.77 | |
Schwab International Equity ETF SCHF | $11.2M | <0.01 | 286,929 | -0.38% | -$42,922.02 | 3.35 | |
iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB | $2.59M | <0.01 | 50,224 | +1.91% | +$48,452.84 | 0.78 | |
Xtrackers MSCI EAFE High Dividend Yield Equity ETF HDEF | $2.59M | <0.01 | 105,021 | +1.06% | +$27,137.18 | 0.78 | |
Alphabet Inc. GOOGL | $4.79M | <0.01 | 31,759 | -1.2% | -$58,409.90 | 1.43 | |
| Meta Platforms, Inc. META | $2.84M | <0.01 | 5,850 | -17.09% | -$585,615.05 | 0.85 | |
SPDR Nuveen Bloomberg Municipal Bond ETF TFI | $4.3M | <0.01 | 92,518 | +4.08% | +$168,770.07 | 1.29 | |
Global X U.S. Preferred ETF PFFD | $3.77M | <0.01 | 187,123 | -2.3% | -$88,784.62 | 1.13 | |
Energy Select Sector SPDR Fund XLE | $2.62M | <0.01 | 27,719 | -7.67% | -$217,334.25 | 0.78 | |
SPDR Portfolio S&P 500 High Dividend ETF SPYD | $7.95M | <0.01 | 195,291 | -0.16% | -$12,620.11 | 2.38 | |
SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB | $3.77M | <0.01 | 115,439 | +2.99% | +$109,642.73 | 1.13 | |
| Amazon.com, Inc. AMZN | $5.69M | <0.01 | 31,543 | +1.02% | +$57,722.37 | 1.7 | |
| NVIDIA Corporation NVDA | $5.39M | <0.01 | 5,968 | +11.59% | +$560,249.06 | 1.61 | |
Vanguard High Dividend Yield Index Fund VYM | $2.9M | <0.01 | 23,979 | -4.57% | -$138,775.52 | 0.87 | |
iShares Core S&P 500 ETF IVV | $25.57M | <0.01 | 48,635 | -2.9% | -$762,311.23 | 7.65 | |
Schwab U.S. Large-Cap ETF SCHX | $12.15M | <0.01 | 195,792 | -1.37% | -$168,555.69 | 3.63 |