I ISHARES TR AGG
9.13% 11.28% $86.3M 871,502 $90.9M 915,513 -44,011 -4.81% Reduce S SCHWAB STRATEGIC TR SCHF
8.91% 8.62% $84.1M 3.0M $69.5M 2.8M +230,936 +8.23% Add V VANGUARD INDEX FDS VTV
7.97% 7.65% $75.3M 345,705 $61.7M 314,273 +31,432 +10.00% Add S SPDR SERIES TRUST SPYG
7.95% 6.6% $75.1M 631,032 $53.2M 543,010 +88,022 +16.21% Add S STATE STREET SPMD
4.59% 4.34% $43.4M 642,059 $35.0M 590,328 +51,731 +8.76% Add I INVESCO EXCHANGE TRADED FD T RSP
4.04% 4% $38.2M 179,477 $32.2M 167,808 +11,669 +6.95% Add S STATE STREET SPSM
3.56% 3.3% $33.7M 583,514 $26.6M 549,596 +33,918 +6.17% Add I ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF GVI
3% 3.8% $28.4M 267,498 $30.6M 286,732 -19,234 -6.71% Reduce A Alphabet Inc Class C GOOG
2.72% 2.36% $25.7M 72,668 $19.0M 66,159 +6,509 +9.84% Add S STATE STREET SPYM
2.71% 1.66% $25.6M 291,664 $13.4M 174,534 +117,130 +67.11% Add I ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC
1.8% 1.59% $17.0M 166,320 $12.8M 162,507 +3,813 +2.35% Add I ISHARES TR IVV
1.72% 1.93% $16.2M 21,685 $15.6M 23,832 -2,147 -9.01% Reduce APPLE INC AAPL
1.6% 1.59% $15.1M 52,336 $12.8M 50,397 +1,939 +3.85% Add C COHEN & STEERS ETF TRUST CSSD
1.57% 1.77% $14.8M 588,572 $14.3M 571,991 +16,581 +2.90% Add NVIDIA CORPORATION NVDA
1.45% 1.53% $13.7M 68,606 $12.3M 70,633 -2,027 -2.87% Reduce W WISDOMTREE TR XC
1.28% 1.37% $12.1M 382,488 $11.1M 354,790 +27,698 +7.81% Add MICROSOFT CORP MSFT
1.26% 1.41% $11.9M 31,877 $11.4M 30,696 +1,181 +3.85% Add A API GROUP CORP COM STK APG
1.1% 0.09% $10.4M 246,509 $730,211 18,021 +228,488 +1,267.90% Add BROADCOM INC AVGO
1.02% 0.97% $9.7M 25,549 $7.8M 25,289 +260 +1.03% Add S SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF SCHC
0.96% 0.22% $9.1M 189,176 $1.8M 38,611 +150,565 +389.95% Add CATERPILLAR INC CAT
0.87% 0.68% $8.2M 7,683 $5.5M 7,726 -43 -0.56% Reduce G GOLDMAN SACHS PHYSICAL GOLD AAAU
0.86% 1.1% $8.1M 204,694 $8.9M 191,704 +12,990 +6.78% Add ALPHABET INC GOOGL
0.81% 0.76% $7.6M 21,313 $6.1M 21,204 +109 +0.51% Add AMAZON COM INC AMZN
0.79% 0.78% $7.5M 31,260 $6.3M 30,292 +968 +3.20% Add J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.78% 0.99% $7.4M 145,712 $8.0M 157,238 -11,526 -7.33% Reduce GOLDMAN SACHS GROUP INC GS
0.61% 0.6% $5.8M 5,736 $4.8M 5,700 +36 +0.63% Add J J P MORGAN EXCHANGE TRADED F JPRE
0.6% 0.55% $5.6M 107,800 $4.4M 92,339 +15,461 +16.74% Add HEWLETT PACKARD ENTERPRISE C HPE
0.6% 0.4% $5.6M 124,656 $3.2M 135,754 -11,098 -8.18% Reduce AMPHENOL CORP APH
0.59% 0.49% $5.6M 31,744 $4.0M 31,436 +308 +0.98% Add I INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENR RSPG
0.59% 0.76% $5.5M 56,517 $6.1M 56,008 +509 +0.91% Add C CITIGROUP INC C
0.57% 0.54% $5.4M 38,583 $4.3M 38,243 +340 +0.89% Add ABBVIE INC ABBV
0.54% 0.53% $5.1M 20,266 $4.3M 19,598 +668 +3.41% Add WALMART INC WMT
0.53% 0.68% $5.0M 44,246 $5.5M 44,131 +115 +0.26% Add JOHNSON & JOHNSON JNJ
0.51% 0.57% $4.9M 19,140 $4.6M 18,908 +232 +1.23% Add I INVESCO ACTVELY MNGD ETC FD PDBC
0.51% 0.63% $4.8M 305,045 $5.1M 294,534 +10,511 +3.57% Add TJX COS INC NEW TJX
0.48% 0.59% $4.6M 30,172 $4.8M 29,961 +211 +0.70% Add JOHNSON CONTROLS INTERNATION JCI
0.48% 0.5% $4.5M 31,033 $4.0M 30,638 +395 +1.29% Add META PLATFORMS INC META
0.47% 0.54% $4.4M 7,863 $4.4M 7,660 +203 +2.65% Add FREEPORT MCMORAN INC FCX
0.46% 0.48% $4.4M 69,612 $3.9M 66,225 +3,387 +5.11% Add CUMMINS INC CMI
0.46% 0.39% $4.4M 6,118 $3.2M 5,894 +224 +3.80% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.44% 0.51% $4.1M 8,250 $4.1M 8,575 -325 -3.79% Reduce I INTERNATIONAL BUSINESS MACHS IBM
0.43% 0.42% $4.0M 14,288 $3.4M 14,076 +212 +1.51% Add WELLS FARGO CO NEW WFC
0.41% 0.45% $3.9M 46,885 $3.6M 45,412 +1,473 +3.24% Add CISCO SYS INC CSCO
0.41% 0.35% $3.9M 32,952 $2.8M 36,093 -3,141 -8.70% Reduce PARKER-HANNIFIN CORP PH
0.41% 0.46% $3.8M 3,929 $3.7M 4,116 -187 -4.54% Reduce NETFLIX INC NFLX
0.4% 0.29% $3.7M 52,326 $2.3M 23,907 +28,419 +118.87% Add I ISHARES RUSSELL IWF
0.34% 0.3% $3.2M 26,115 $2.4M 5,675 +20,440 +360.18% Add WW GRAINGER INC GWW
0.34% 0.3% $3.2M 2,342 $2.4M 2,234 +108 +4.83% Add S STATE STR SPDR S&P 500 ETF T SPY
0.33% 0.35% $3.1M 4,204 $2.8M 4,350 -146 -3.36% Reduce ASTRAZENECA PLC AZN
0.33% 0.41% $3.1M 16,428 $3.3M 16,553 -125 -0.76% Reduce 
