C CAPITAL GROUP FIXED INCOME ETF CGCP
7.71% 8.22% $76.7M 3.4M $72.1M 3.2M +213,145 +6.61% Add C CAPITAL GROUP DIVIDEND VALUE CGDV
5.13% 4.95% $51.0M 1.0M $43.4M 1.0M +14,405 +1.41% Add C CAPITAL GROUP CORE EQUITY ET CGUS
4.71% 4.37% $46.9M 1.1M $38.3M 996,057 +57,476 +5.77% Add V VANGUARD STAR FDS VXUS
4.48% 4.52% $44.6M 521,383 $39.6M 513,391 +7,992 +1.56% Add V VANGUARD INDEX FDS VOO
4.09% 6.11% $40.7M 59,215 $53.6M 89,639 -30,424 -33.94% Reduce T T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF TCAF
3.35% 3.16% $33.3M 810,097 $27.7M 777,194 +32,903 +4.23% Add F FIDELITY MERRIMACK STR TR FBND
3.26% 3.5% $32.5M 713,409 $30.6M 671,714 +41,695 +6.21% Add S SCHWAB STRATEGIC TR SCHD
2.83% 3.72% $28.1M 887,309 $32.6M 1.1M -175,529 -16.52% Reduce S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
2.79% 2.28% $27.7M 818,488 $20.0M 686,618 +131,870 +19.21% Add J JPMORGAN ULTRA-SHORT INCOME ETF JPST
2.32% 2.46% $23.1M 456,124 $21.6M 426,724 +29,400 +6.89% Add S STATE STREET SPYM
2.28% 0.16% $22.7M 258,192 $1.4M 18,259 +239,933 +1,314.05% Add C CAPITAL GROUP GROWTH ETF CGGR
2.16% 1.76% $21.5M 455,871 $15.4M 384,130 +71,741 +18.68% Add C CAPITAL GROUP INTL FOCUS EQT CGXU
2.15% 2.1% $21.4M 617,195 $18.4M 622,629 -5,434 -0.87% Reduce V VANGUARD INDEX FDS VTV
1.97% 2.08% $19.5M 89,650 $18.3M 93,047 -3,397 -3.65% Reduce V VANGUARD SCOTTSDALE FDS VGIT
1.86% 1.28% $18.5M 314,204 $11.2M 188,334 +125,870 +66.83% Add PROCTER & GAMBLE CO PG
1.86% 2% $18.5M 126,320 $17.6M 121,624 +4,696 +3.86% Add APPLE INC AAPL
1.82% 1.79% $18.1M 62,685 $15.7M 61,769 +916 +1.48% Add C CAPITAL GROUP CONSERVATIVE E CGCV
1.69% 1.6% $16.8M 510,787 $14.0M 469,338 +41,449 +8.83% Add T T. ROWE PRICE BLUE CHIP GROWTH ETF TCHP
1.62% 1.56% $16.1M 321,483 $13.7M 309,473 +12,010 +3.88% Add C CAPITAL GROUP GBL GROWTH EQT CGGO
1.56% 1.32% $15.5M 367,342 $11.6M 347,059 +20,283 +5.84% Add T T. ROWE PRICE SMALL-MID CAP ETF TMSL
1.54% 1.49% $15.3M 348,557 $13.0M 355,490 -6,933 -1.95% Reduce I ISHARES TR SGOV
1.5% — $14.9M 148,237 $0 0 +148,237 New Buy V VANGUARD MALVERN FDS VCRB
1.42% — $14.2M 183,265 $0 0 +183,265 New Buy C CAPITAL GROUP INTERNATIONAL EQUITY ETF CGIE
1.4% 1.36% $14.0M 383,755 $11.9M 360,747 +23,008 +6.38% Add C CAPITAL GRP SHRT DURATION INC ETF CGSD
1.36% 1.44% $13.6M 526,722 $12.6M 489,982 +36,740 +7.50% Add C CAPITAL GRP FIXED INCM ETF T CGMS
1.22% 1.29% $12.1M 442,298 $11.3M 413,626 +28,672 +6.93% Add V VANGUARD TOTAL BND
1.2% 1.29% $12.0M 162,869 $11.3M 153,871 +8,998 +5.85% Add BROADCOM INC AVGO
1.17% 1.09% $11.6M 30,788 $9.5M 30,737 +51 +0.17% Add A AMPLIFY ETF TR DIVO
1.16% 1.23% $11.6M 252,996 $10.7M 239,521 +13,475 +5.63% Add NVIDIA CORPORATION NVDA
1.14% 1% $11.4M 56,763 $8.7M 50,037 +6,726 +13.44% Add V VANGUARD SPECIALIZED FUNDS VIG
1.11% 1.11% $11.0M 46,609 $9.7M 45,057 +1,552 +3.44% Add MICROSOFT CORP MSFT
1.05% 1.18% $10.5M 28,090 $10.3M 27,887 +203 +0.73% Add C CAPITAL GROUP EQUITY ETF TR CGCV
1.01% 0.96% $10.1M 305,649 $8.4M 287,605 +18,044 +6.27% Add A Alphabet Inc Class C GOOG
0.94% 0.86% $9.4M 26,575 $7.6M 26,415 +160 +0.61% Add T T ROWE PRICE EXCHANGE-TRADED THYF
0.93% 1.09% $9.2M 178,611 $9.6M 187,750 -9,139 -4.87% Reduce J JPMORGAN CORE PLUS BOND ETF JCPB
0.91% 0.95% $9.0M 192,458 $8.3M 177,048 +15,410 +8.70% Add AMAZON COM INC AMZN
0.85% 0.84% $8.5M 35,539 $7.3M 35,270 +269 +0.76% Add C CAPITAL GROUP NEW GEOGRAPHY CGNG
0.75% 0.68% $7.5M 200,363 $6.0M 189,910 +10,453 +5.50% Add JPMORGAN CHASE & CO JPM
0.68% 0.7% $6.8M 20,730 $6.1M 20,825 -95 -0.46% Reduce I ISHARES CORE IJH
0.65% 0.65% $6.5M 83,901 $5.7M 83,811 +90 +0.11% Add ALPHABET INC GOOGL
0.58% 0.5% $5.8M 16,117 $4.4M 15,244 +873 +5.73% Add CINCINNATI FINL CORP COM CINF
0.54% 0.53% $5.4M 28,900 $4.6M 29,264 -364 -1.24% Reduce META PLATFORMS INC META
0.53% 0.54% $5.3M 9,397 $4.8M 8,333 +1,064 +12.77% Add ELI LILLY & CO LLY
0.51% 0.44% $5.1M 4,235 $3.9M 4,197 +38 +0.91% Add GE AEROSPACE GE
0.46% 0.41% $4.6M 12,218 $3.6M 12,710 -492 -3.87% Reduce RTX CORPORATION RTX
0.38% 0.51% $3.8M 20,023 $4.5M 23,171 -3,148 -13.59% Reduce VISA INC V
0.37% 0.4% $3.6M 10,624 $3.5M 11,466 -842 -7.34% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
0.36% 0.26% $3.5M 7,400 $2.3M 6,814 +586 +8.60% Add HOME DEPOT INC HD
0.36% 0.42% $3.5M 10,012 $3.7M 11,243 -1,231 -10.95% Reduce MICRON TECHNOLOGY INC MU
0.32% 0.11% $3.2M 2,733 $973,584 2,882 -149 -5.17% Reduce 
