I ISHARES 1-3 YEAR TREASURY BOND ETF SHY
3.84% 3.93% $9.1M 111,804 $8.4M 101,962 +9,842 +9.65% Add J J P MORGAN EXCHANGE TRADED F JMST
3.59% 3.87% $8.5M 168,211 $8.2M 162,061 +6,150 +3.79% Add I ISHARES YIELD OPTIMIZED BOND ETF BYLD
3.54% 3.77% $8.4M 377,165 $8.0M 357,089 +20,076 +5.62% Add F FIRST TRUST LOW DURATION OPPORTUNITIES ETF LMBS
3.24% 3.59% $7.7M 159,628 $7.6M 158,014 +1,614 +1.02% Add APPLE INC AAPL
3.12% 4.13% $7.4M 43,307 $8.8M 45,683 -2,376 -5.20% Reduce S STATE STR SPDR S&P 500 ETF T SPY
3.01% 3.2% $7.2M 13,711 $6.8M 14,343 -632 -4.41% Reduce I INVESCO S&P MIDCAP QUALITY ETF XMHQ
2.81% 2.35% $6.7M 60,705 $5.0M 56,433 +4,272 +7.57% Add ALPHABET INC GOOGL
2.72% 2.64% $6.5M 42,896 $5.6M 40,176 +2,720 +6.77% Add JPMORGAN CHASE & CO JPM
2.49% 2.31% $5.9M 29,624 $4.9M 28,906 +718 +2.48% Add J J P MORGAN EXCHANGE TRADED F JMUB
2.47% 2.63% $5.9M 115,801 $5.6M 109,938 +5,863 +5.33% Add I ISHARES TR IEFA
2.11% 1.7% $5.0M 67,704 $3.6M 51,306 +16,398 +31.96% Add I ISHARES TR AGG
1.95% 1.58% $4.6M 47,397 $3.4M 33,873 +13,524 +39.93% Add I ISHARES TR IVV
1.89% 1.89% $4.5M 8,538 $4.0M 8,439 +99 +1.17% Add JOHNSON & JOHNSON JNJ
1.88% 1.89% $4.5M 28,233 $4.0M 25,717 +2,516 +9.78% Add F FIRST TR EXCH TRADED FD III FPE
1.86% 2% $4.4M 255,143 $4.2M 252,060 +3,083 +1.22% Add F FIDELITY MERRIMACK STR TR FBND
1.65% 1.16% $3.9M 86,791 $2.5M 53,757 +33,034 +61.45% Add UNITEDHEALTH GROUP INC UNH
1.64% 1.8% $3.9M 7,886 $3.8M 7,254 +632 +8.71% Add T THERMO FISHER SCIENTIFIC INC TMO
1.62% 1.63% $3.9M 6,641 $3.5M 6,525 +116 +1.78% Add I ISHARES TR IVW
1.6% 1.57% $3.8M 45,084 $3.3M 44,425 +659 +1.48% Add HOME DEPOT INC HD
1.58% 1.48% $3.8M 9,820 $3.2M 9,103 +717 +7.88% Add I ISHARES TR EFG
1.58% 1.24% $3.8M 36,277 $2.6M 27,143 +9,134 +33.65% Add META PLATFORMS INC META
1.52% 1.12% $3.6M 7,436 $2.4M 6,755 +681 +10.08% Add BERKSHIRE HATHAWAY INC DEL BRK.B
1.51% 1.22% $3.6M 8,552 $2.6M 7,289 +1,263 +17.33% Add VISA INC V
1.35% 1.31% $3.2M 11,535 $2.8M 10,730 +805 +7.50% Add V VANGUARD INDEX FDS VOO
1.3% 1.35% $3.1M 6,967 $2.9M 7,034 -67 -0.95% Reduce MICROSOFT CORP MSFT
1.27% 1.29% $3.0M 7,158 $2.7M 7,301 -143 -1.96% Reduce ADOBE INC COM ADBE
1.16% 1.46% $2.8M 5,468 $3.1M 5,208 +260 +4.99% Add HONEYWELL INTL INC HON
1.12% 1.13% $2.7M 12,988 $2.4M 11,485 +1,503 +13.09% Add BROADRIDGE FINL SOLUTIONS IN BR
1.07% 1.09% $2.5M 12,376 $2.3M 11,219 +1,157 +10.31% Add PROCTER & GAMBLE CO PG
1.05% 0.97% $2.5M 15,401 $2.1M 14,064 +1,337 +9.51% Add LINDE PLC LIN
1.04% 0.94% $2.5M 5,305 $2.0M 4,894 +411 +8.40% Add DIGITAL RLTY TR INC COM DLR
1% 0.91% $2.4M 16,552 $1.9M 14,310 +2,242 +15.67% Add SHERWIN WILLIAMS CO SHW
0.99% 0.92% $2.4M 6,777 $2.0M 6,296 +481 +7.64% Add PHILLIPS 66 PSX
0.97% 0.78% $2.3M 14,171 $1.7M 12,446 +1,725 +13.86% Add I ISHARES TR IUSV
0.9% 1.02% $2.1M 23,726 $2.2M 25,813 -2,087 -8.09% Reduce AMERICAN TOWER CORP COM AMT
0.9% 0.93% $2.1M 10,859 $2.0M 9,155 +1,704 +18.61% Add MORGAN STANLEY MS
0.86% 0.87% $2.1M 21,824 $1.9M 19,911 +1,913 +9.61% Add I ISHARES CORE IJR
0.83% 0.69% $2.0M 17,908 $1.5M 13,522 +4,386 +32.44% Add I ISHARES TR USMV
0.82% 0.92% $2.0M 23,446 $2.0M 25,065 -1,619 -6.46% Reduce F FIRST TRUST FVD
0.82% 0.76% $1.9M 46,122 $1.6M 40,040 +6,082 +15.19% Add I ISHARES TR IQLT
0.82% 0.86% $1.9M 48,986 $1.8M 48,580 +406 +0.84% Add S SPDR GOLD TR GLD
0.79% 0.82% $1.9M 9,103 $1.7M 9,103 0 0.00% Unchanged STARBUCKS CORP SBUX
0.76% 0.79% $1.8M 19,839 $1.7M 17,493 +2,346 +13.41% Add DISNEY WALT CO DIS
0.75% 0.53% $1.8M 14,559 $1.1M 12,550 +2,009 +16.01% Add MASTERCARD INCORPORATED MA
0.74% 0.68% $1.8M 3,674 $1.4M 3,375 +299 +8.86% Add PEPSICO INC PEP
0.74% 0.8% $1.8M 10,025 $1.7M 9,986 +39 +0.39% Add S&P GLOBAL INC SPGI
0.73% 0.79% $1.7M 4,063 $1.7M 3,818 +245 +6.42% Add INTERCONTINENTAL EXCHANGE INC COM ICE
0.72% 0.68% $1.7M 12,392 $1.5M 11,293 +1,099 +9.73% Add AMERICAN WTR WKS CO INC NEW AWK
0.71% 0.73% $1.7M 13,862 $1.6M 11,820 +2,042 +17.28% Add EXXON MOBIL CORP XOM
0.69% 0.67% $1.6M 14,044 $1.4M 14,168 -124 -0.88% Reduce 
