I ISHARES TR IVV
18.88% 21.19% $51.9M 69,314 $44.9M 68,788 +526 +0.76% Add V VANGUARD INDEX FDS VUG
11.97% 7.67% $32.9M 382,074 $16.3M 37,220 +344,854 +926.53% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
9.26% 10.27% $25.5M 752,496 $21.8M 747,527 +4,969 +0.66% Add V VANGUARD SPECIALIZED FUNDS VIG
5.29% 6.12% $14.6M 61,513 $13.0M 60,359 +1,154 +1.91% Add V VANGUARD INDEX FDS VOO
5.13% — $14.1M 20,537 $0 0 +20,537 New Buy V VANGUARD WHITEHALL FDS VYM
4.68% 5.58% $12.9M 81,351 $11.8M 79,953 +1,398 +1.75% Add V VANGUARD INDEX FDS VTV
3.78% 4.35% $10.4M 47,689 $9.2M 47,017 +672 +1.43% Add I Ishares Trust Ibonds Dec 2031 Term Corporate Etf IBDW
2.97% 3.76% $8.2M 391,643 $8.0M 381,199 +10,444 +2.74% Add S SCHWAB STRATEGIC TR SCHD
2.54% 3.21% $7.0M 220,610 $6.8M 221,589 -979 -0.44% Reduce I ISHARES TR IBTJ
2.54% 3.33% $7.0M 322,517 $7.1M 323,272 -755 -0.23% Reduce I Ishares Trust Ibonds Dec 2029 Term Corporate Etf IBDU
2.51% — $6.9M 298,459 $0 0 +298,459 New Buy MICROSOFT CORP MSFT
2.36% 3.1% $6.5M 17,417 $6.6M 17,745 -328 -1.85% Reduce I Ishares Trust Ibonds Dec 2031 Term Treasury Etf IBTL
2.31% 2.94% $6.4M 314,831 $6.2M 305,422 +9,409 +3.08% Add APPLE INC AAPL
2.09% 2.37% $5.8M 19,875 $5.0M 19,799 +76 +0.38% Add S SELECT SECTOR SPDR TR XLK
1.89% 1.72% $5.2M 27,225 $3.6M 27,374 -149 -0.54% Reduce NVIDIA CORPORATION NVDA
1.85% 2.1% $5.1M 25,364 $4.5M 25,535 -171 -0.67% Reduce S SCHWAB U.S. BROAD MARKET ETF SCHB
1.38% 1.59% $3.8M 131,459 $3.4M 134,476 -3,017 -2.24% Reduce CATERPILLAR INC CAT
1.29% 1.12% $3.5M 3,319 $2.4M 3,360 -41 -1.22% Reduce JPMORGAN CHASE & CO JPM
1.13% 1.31% $3.1M 9,476 $2.8M 9,443 +33 +0.35% Add S STATE STREET XLI
1.1% 1.27% $3.0M 16,331 $2.7M 16,663 -332 -1.99% Reduce AMAZON COM INC AMZN
0.79% 0.89% $2.2M 9,106 $1.9M 9,037 +69 +0.76% Add WALMART INC WMT
0.71% 1.02% $1.9M 17,199 $2.2M 17,374 -175 -1.01% Reduce MICRON TECHNOLOGY INC MU
0.7% 0.26% $1.9M 1,660 $560,814 1,660 0 0.00% Unchanged AMERICAN ELEC PWR CO INC AEP
0.65% 0.81% $1.8M 13,034 $1.7M 13,067 -33 -0.25% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.54% 0.67% $1.5M 2,993 $1.4M 2,980 +13 +0.44% Add ALTRIA GROUP INC MO
0.53% 0.63% $1.5M 20,227 $1.3M 20,178 +49 +0.24% Add SOUTHERN CO SO
0.51% 0.67% $1.4M 14,520 $1.4M 14,620 -100 -0.68% Reduce V VANGUARD MORNINGSTAR MID-CAP VALUE ETF VOE
0.5% 0.61% $1.4M 7,005 $1.3M 7,071 -66 -0.93% Reduce JOHNSON & JOHNSON JNJ
0.49% 0.61% $1.3M 5,290 $1.3M 5,298 -8 -0.15% Reduce I ISHARES TR ITA
0.48% 0.56% $1.3M 5,418 $1.2M 5,418 0 0.00% Unchanged VISA INC V
0.46% 0.53% $1.3M 3,657 $1.1M 3,729 -72 -1.93% Reduce S SPACE EXPLORATION TECHN CORP SPCX
0.44% — $1.2M 7,117 $0 0 +7,117 New Buy A Alphabet Inc Class C GOOG
0.41% 0.44% $1.1M 3,226 $925,410 3,226 0 0.00% Unchanged G GENERAL DYNAMICS CORP GD
0.37% 0.44% $1.0M 2,758 $922,650 2,876 -118 -4.10% Reduce S SELECT SECTOR SPDR TR XLF
0.37% 0.46% $1.0M 18,838 $979,797 19,846 -1,008 -5.08% Reduce UNION PAC CORP UNP
0.36% 0.42% $991,758 3,646 $886,440 3,654 -8 -0.22% Reduce DEERE & CO DE
0.33% 0.37% $895,751 1,412 $790,910 1,404 +8 +0.57% Add MARATHON PETE CORP MPC
0.32% 0.4% $887,686 3,472 $847,793 3,472 0 0.00% Unchanged ALPHABET INC GOOGL
0.32% 0.32% $867,694 2,428 $672,028 2,337 +91 +3.89% Add S SELECT SECTOR SPDR TR XLP
0.3% 0.42% $833,920 10,038 $881,311 10,750 -712 -6.62% Reduce COCA COLA CO KO
0.28% 0.34% $780,436 9,603 $715,935 9,414 +189 +2.01% Add VERIZON COMMUNICATIONS INC VZ
0.28% 0.43% $766,693 18,108 $911,281 18,153 -45 -0.25% Reduce I INVESCO EXCHANGE TRADED FD T RSP
0.26% 0.33% $725,895 3,411 $705,416 3,676 -265 -7.21% Reduce P PROSHARES TR NOBL
0.25% 0.32% $680,266 12,113 $686,839 6,479 +5,634 +86.96% Add EXXON MOBIL CORP XOM
0.24% 0.38% $654,342 4,786 $806,564 4,754 +32 +0.67% Add I ISHARES 1-3 YEAR TREASURY BOND ETF SHY
0.23% 0.3% $642,018 7,819 $645,615 7,819 0 0.00% Unchanged S SELECT SECTOR SPDR TR XLU
0.23% 0.3% $623,924 13,761 $631,171 13,754 +7 +0.05% Add CISCO SYS INC CSCO
0.22% 0.18% $608,795 5,183 $376,777 4,856 +327 +6.73% Add I ISHARES TR ISHARES SEMICDTR SOXX
0.21% 0.14% $587,096 916 $301,124 916 0 0.00% Unchanged I ISHARES 7-10YR IEF
0.21% 0.29% $573,378 6,063 $625,418 6,553 -490 -7.48% Reduce 
