J J P MORGAN EXCHANGE TRADED F JEPI
9.74% 10.9% $117.4M 2.1M $115.1M 2.0M +48,703 +2.40% Add G GOLDMAN SACHS ETF TR GINC
7.91% 7.58% $95.3M 1.7M $80.0M 1.6M +116,042 +7.26% Add V VANGUARD WHITEHALL FDS VYM
5% 4.96% $60.3M 381,419 $52.4M 353,720 +27,699 +7.83% Add I ISHARES TR IVV
4.57% 4.45% $55.1M 73,512 $47.0M 71,932 +1,580 +2.20% Add J J P MORGAN EXCHANGE TRADED F JPIE
3.17% 3% $38.2M 829,529 $31.7M 688,590 +140,939 +20.47% Add V VANGUARD SPECIALIZED FUNDS VIG
3.04% 3.15% $36.6M 154,736 $33.3M 154,651 +85 +0.05% Add APPLE INC AAPL
2.75% 2.74% $33.1M 114,443 $29.0M 114,217 +226 +0.20% Add T TR ACTIVEBETA US LARGE CAP EQUITY ETF GSLC
2.51% 2.55% $30.3M 213,217 $26.9M 214,951 -1,734 -0.81% Reduce V VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES VOOG
2.46% 2.32% $29.6M 358,268 $24.6M 60,231 +298,037 +494.82% Add V VANGUARD MID VO
2.42% 2.4% $29.2M 361,971 $25.3M 88,193 +273,778 +310.43% Add V VANGUARD WORLD FD VGT
2.36% 1.93% $28.4M 237,662 $20.4M 29,196 +208,466 +714.02% Add I ISHARES CORE IJR
2.31% 2.16% $27.8M 187,775 $22.8M 183,117 +4,658 +2.54% Add BERKSHIRE HATHAWAY INC DEL BRK.B
2.14% 2.46% $25.8M 51,523 $26.0M 54,202 -2,679 -4.94% Reduce ALPHABET INC GOOGL
2.12% 1.91% $25.6M 71,543 $20.1M 70,047 +1,496 +2.14% Add J J P MORGAN EXCHANGE TRADED F JEPQ
2.01% 2.04% $24.2M 394,178 $21.5M 387,617 +6,561 +1.69% Add J JANUS HENDERSON JAAA
1.99% 1.97% $24.0M 475,016 $20.8M 413,574 +61,442 +14.86% Add V VANGUARD INDEX FDS VUG
1.9% 1.78% $23.0M 266,465 $18.8M 43,030 +223,435 +519.25% Add T T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF TCAF
1.59% 1.64% $19.2M 467,660 $17.3M 486,460 -18,800 -3.86% Reduce AMAZON COM INC AMZN
1.47% 1.45% $17.7M 74,399 $15.3M 73,550 +849 +1.15% Add NVIDIA CORPORATION NVDA
1.26% 1.24% $15.2M 76,079 $13.1M 74,899 +1,180 +1.58% Add I ISHARES TR IEFA
1.04% 1.1% $12.5M 129,666 $11.6M 128,165 +1,501 +1.17% Add MICROSOFT CORP MSFT
1.03% 1.19% $12.4M 33,178 $12.6M 33,921 -743 -2.19% Reduce A Alphabet Inc Class C GOOG
0.84% 0.79% $10.2M 28,762 $8.3M 29,092 -330 -1.13% Reduce NUVEEN QUALITY MUNCP INCOME FD NAD
0.82% 0.92% $9.9M 813,878 $9.7M 847,426 -33,548 -3.96% Reduce BLACKROCK MUNIYILD QULT FD I MQY
0.81% 0.98% $9.7M 838,561 $10.4M 942,983 -104,422 -11.07% Reduce J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.79% 0.96% $9.5M 187,979 $10.2M 201,340 -13,361 -6.64% Reduce I ISHARES RUSSELL IWM
0.76% 0.71% $9.1M 30,306 $7.5M 30,259 +47 +0.16% Add C CAPITAL GROUP DIVIDEND VALUE CGDV
0.75% 0.51% $9.0M 182,911 $5.4M 126,876 +56,035 +44.17% Add PRICE T ROWE GROUP INC COM TROW
0.74% 0.68% $8.9M 78,711 $7.2M 80,034 -1,323 -1.65% Reduce I ISHARES RUSSELL IWF
0.72% 0.7% $8.7M 69,769 $7.4M 17,459 +52,310 +299.62% Add PIMCO DYNAMIC INCOME PDI
0.69% 0.92% $8.4M 501,259 $9.7M 568,664 -67,405 -11.85% Reduce I INVESCO QQQ TR QQQ
0.68% 0.55% $8.2M 11,154 $5.8M 10,121 +1,033 +10.21% Add NUVEEN AMT FREE MUN CR INC F NVG
0.66% 0.74% $7.9M 619,791 $7.8M 636,473 -16,682 -2.62% Reduce V VANGUARD WHITEHALL FDS VYMI
0.66% 0.52% $7.9M 80,745 $5.5M 57,899 +22,846 +39.46% Add F FIRST EAGLE GLOBAL EQUITY ETF FEGE
0.65% 0.67% $7.8M 159,032 $7.1M 150,404 +8,628 +5.74% Add META PLATFORMS INC META
0.64% 0.71% $7.7M 13,666 $7.5M 13,155 +511 +3.88% Add VISA INC V
0.59% 0.58% $7.1M 20,732 $6.2M 20,350 +382 +1.88% Add S SPDR SERIES TRUST SDY
0.58% 0.63% $7.0M 45,968 $6.7M 45,748 +220 +0.48% Add V VANGUARD INDEX FDS VTV
0.58% 0.59% $7.0M 31,970 $6.3M 31,915 +55 +0.17% Add I ISHARES S&P IUSG
0.57% 0.53% $6.8M 36,272 $5.6M 36,396 -124 -0.34% Reduce I INVESCO RAFI US 1000 ETF PRF
0.55% 0.57% $6.6M 122,805 $6.0M 126,556 -3,751 -2.96% Reduce V VANGUARD HEALTH VHT
0.52% 0.54% $6.3M 20,947 $5.7M 21,025 -78 -0.37% Reduce V VANGUARD SMALL VBR
0.51% 0.53% $6.1M 25,121 $5.6M 26,005 -884 -3.40% Reduce BLACKSTONE INC BX
0.49% 0.34% $6.0M 50,633 $3.6M 31,243 +19,390 +62.06% Add I ISHARES TR IWD
0.47% 0.47% $5.7M 23,407 $5.0M 23,385 +22 +0.09% Add V VanEck Russia ETF BBH
0.47% 0.53% $5.7M 54,482 $5.6M 58,428 -3,946 -6.75% Reduce T TRI CONTL CORP TY
0.44% 0.45% $5.3M 155,211 $4.8M 151,571 +3,640 +2.40% Add MASTERCARD INCORPORATED MA
0.44% 0.46% $5.3M 10,272 $4.9M 9,745 +527 +5.41% Add S STATE STR SPDR S&P 500 ETF T SPY
0.4% 0.38% $4.8M 6,488 $4.0M 6,126 +362 +5.91% Add JPMORGAN CHASE & CO JPM
0.39% 0.39% $4.7M 14,225 $4.1M 13,827 +398 +2.88% Add 
