S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
1.83% 1.75% $49.7M 1.5M $42.6M 1.5M +6,539 +0.45% Add APPLE INC AAPL
1.73% 1.69% $47.0M 162,262 $41.2M 162,298 -36 -0.02% Reduce A Alphabet Inc Class C GOOG
1.57% 1.41% $42.9M 121,282 $34.3M 119,694 +1,588 +1.33% Add S STATE STREET MDYG
1.39% 1.3% $37.7M 336,389 $31.7M 330,087 +6,302 +1.91% Add S SCHWAB STRATEGIC TR SCHF
1.33% 1.31% $36.2M 1.3M $31.8M 1.3M +20,575 +1.60% Add S SCHWAB U.S. LARGE-CAP VALUE ETF SCHV
1.33% 1.29% $36.2M 1.0M $31.3M 1.0M +13,792 +1.35% Add V VANGUARD FTSE VEA
1.3% 1.33% $35.4M 496,567 $32.3M 504,486 -7,919 -1.57% Reduce I ISHARES TR IDV
1.19% 1.33% $32.3M 778,589 $32.3M 759,919 +18,670 +2.46% Add E ESCO TECHNOLOGIES INC ESE
1.17% 1.09% $32.0M 91,295 $26.4M 93,771 -2,476 -2.64% Reduce I ISHARES TR IEFA
1.13% 1.15% $30.6M 317,111 $28.0M 309,514 +7,597 +2.45% Add S STATE STREET SLYG
1.11% 0.99% $30.3M 254,137 $24.1M 249,828 +4,309 +1.72% Add JPMORGAN CHASE & CO JPM
1.1% 1.1% $30.0M 91,710 $26.7M 90,901 +809 +0.89% Add S SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF SCHC
1.09% 1.14% $29.6M 610,029 $27.8M 600,222 +9,807 +1.63% Add ROCKWELL AUTOMATION INC ROK
1.07% 0.86% $29.1M 58,694 $20.8M 58,025 +669 +1.15% Add F FRANKLIN TEMPLETON ETF TR FLGB
1.05% 1.14% $28.7M 813,058 $27.8M 800,187 +12,871 +1.61% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.04% 1.1% $28.4M 56,698 $26.8M 55,854 +844 +1.51% Add MICROSOFT CORP MSFT
1.04% 1.12% $28.2M 75,670 $27.1M 73,234 +2,436 +3.33% Add I ISHARES S&P SMALL-CAP 600 GROWTH ETF IJT
1.02% 0.94% $27.9M 156,039 $22.8M 157,632 -1,593 -1.01% Reduce S STATE STREET MDYV
1.01% 1% $27.5M 289,767 $24.3M 285,050 +4,717 +1.65% Add APPLIED MATLS INC AMAT
0.99% 0.53% $27.0M 37,342 $12.9M 37,772 -430 -1.14% Reduce I ISHARES S&P SMALL-CAP 600 VALUE ETF IJS
0.98% 0.96% $26.6M 194,925 $23.3M 197,058 -2,133 -1.08% Reduce I ISHARES TR IVW
0.98% 0.91% $26.5M 193,024 $22.2M 196,133 -3,109 -1.59% Reduce I ISHARES RUSSELL IWF
0.96% 0.92% $26.0M 209,755 $22.3M 52,253 +157,502 +301.42% Add EMCOR GROUP INC EME
0.95% 0.97% $25.9M 31,226 $23.5M 31,888 -662 -2.08% Reduce UNITED RENTALS INC URI
0.91% 0.61% $24.7M 21,777 $14.8M 20,369 +1,408 +6.91% Add TELEDYNE TECHNOLOGIES INC TDY
0.89% 0.9% $24.2M 36,355 $21.8M 36,032 +323 +0.90% Add S SPDR SERIES TRUST SPYG
0.89% 0.81% $24.1M 202,687 $19.6M 200,384 +2,303 +1.15% Add RTX CORPORATION RTX
0.88% 1% $23.9M 126,215 $24.4M 126,577 -362 -0.29% Reduce P PLEXUS CORP PLXS
0.87% 0.66% $23.6M 78,401 $16.2M 79,791 -1,390 -1.74% Reduce S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF SCHC
0.85% 0.92% $23.2M 481,697 $22.3M 477,758 +3,939 +0.82% Add KLA CORP KLAC
0.84% 0.56% $22.9M 75,833 $13.6M 9,262 +66,571 +718.75% Add M MKS INC. MKSI
0.82% 0.48% $22.3M 50,097 $11.6M 50,487 -390 -0.77% Reduce CISCO SYS INC CSCO
0.81% 0.61% $22.0M 187,656 $14.7M 189,849 -2,193 -1.16% Reduce TJX COS INC NEW TJX
0.8% 0.95% $21.9M 144,517 $23.0M 144,021 +496 +0.34% Add I INTERNATIONAL BUSINESS MACHS IBM
0.8% 0.78% $21.9M 77,837 $19.1M 78,621 -784 -1.00% Reduce I ISHARES S&P IVE
0.79% 0.83% $21.4M 94,459 $20.3M 96,014 -1,555 -1.62% Reduce I ISHARES TR IWD
0.78% 0.77% $21.3M 87,962 $18.8M 88,004 -42 -0.05% Reduce LINCOLN ELEC HLDGS INC LECO
0.76% 0.79% $20.7M 77,932 $19.2M 77,281 +651 +0.84% Add ANALOG DEVICES INC COM ADI
0.76% 0.67% $20.6M 51,878 $16.3M 51,238 +640 +1.25% Add AMETEK INC COM AME
0.75% 0.73% $20.5M 84,747 $17.8M 82,976 +1,771 +2.13% Add S STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF SLYV
0.74% 0.71% $20.2M 184,716 $17.2M 181,789 +2,927 +1.61% Add AMERICAN EXPRESS CO AXP
0.71% 0.71% $19.3M 57,037 $17.2M 56,702 +335 +0.59% Add CURTISS WRIGHT CORP CW
0.69% 0.75% $18.7M 24,727 $18.1M 26,588 -1,861 -7.00% Reduce WALMART INC WMT
0.65% 0.81% $17.8M 156,934 $19.6M 157,970 -1,036 -0.66% Reduce TRAVELERS COS TRV
0.65% 0.64% $17.6M 53,361 $15.5M 53,006 +355 +0.67% Add E EXPEDITORS INTL WASH INC EXPD
0.64% 0.6% $17.4M 106,994 $14.6M 102,038 +4,956 +4.86% Add TEXAS INSTRS INC TXN
0.64% 0.45% $17.3M 58,083 $10.9M 56,203 +1,880 +3.35% Add NORDSON CORP NDSN
0.63% 0.62% $17.1M 56,734 $15.0M 56,275 +459 +0.82% Add META PLATFORMS INC META
0.63% 0.67% $17.0M 30,248 $16.3M 28,448 +1,800 +6.33% Add NETAPP INC NTAP
0.62% 0.47% $17.0M 109,538 $11.4M 111,449 -1,911 -1.71% Reduce