S STATE STREET SPYV
14.79% 14.73% $171.3M 2.8M $154.0M 2.7M +95,617 +3.51% Add S SPDR SERIES TRUST SPYG
14.39% 13% $166.7M 1.4M $136.0M 1.4M +12,275 +0.88% Add F FIDELITY MERRIMACK STR TR FBND
8.1% 8.4% $93.8M 2.1M $87.9M 1.9M +134,935 +7.03% Add I ISHARES TR AGG
5.73% 5.83% $66.4M 670,616 $60.9M 613,783 +56,833 +9.26% Add I ISHARES INC IEMG
5.58% 5.07% $64.7M 780,613 $53.1M 760,686 +19,927 +2.62% Add I ISHARES TR IEFA
4.13% 3.98% $47.9M 495,563 $41.6M 459,840 +35,723 +7.77% Add APPLE INC AAPL
4% 4.13% $46.3M 160,145 $43.2M 170,161 -10,016 -5.89% Reduce I ISHARES TR EFG
3.68% 3.51% $42.6M 342,462 $36.7M 329,257 +13,205 +4.01% Add I ISHARES TR EFV
3.5% 3.59% $40.6M 530,172 $37.5M 504,780 +25,392 +5.03% Add ALPHABET INC GOOGL
3.03% 2.81% $35.1M 98,255 $29.3M 102,019 -3,764 -3.69% Reduce NVIDIA CORPORATION NVDA
2.31% 2.46% $26.8M 133,717 $25.7M 147,227 -13,510 -9.18% Reduce S STATE STREET SPMD
2.21% 2.07% $25.6M 378,745 $21.6M 364,922 +13,823 +3.79% Add I ISHARES TR IMTB
1.86% 1.95% $21.6M 494,673 $20.4M 465,216 +29,457 +6.33% Add AMAZON COM INC AMZN
1.77% 1.79% $20.5M 86,221 $18.7M 89,952 -3,731 -4.15% Reduce MICRON TECHNOLOGY INC MU
1.2% 0.41% $13.9M 12,006 $4.3M 12,703 -697 -5.49% Reduce S STATE STREET SPSM
1.17% 1.06% $13.5M 234,356 $11.0M 228,575 +5,781 +2.53% Add V VANGUARD WHITEHALL FDS VYM
1.14% 1.17% $13.2M 83,726 $12.2M 82,336 +1,390 +1.69% Add I ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF USHY
0.92% 0.93% $10.6M 286,513 $9.7M 262,764 +23,749 +9.04% Add I ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF IAGG
0.89% 0.92% $10.3M 203,872 $9.6M 191,342 +12,530 +6.55% Add S STARBOARD INVT TR AGOX
0.81% 0.62% $9.4M 271,431 $6.5M 244,421 +27,010 +11.05% Add I INVESCO QQQ TR QQQ
0.75% 0.65% $8.6M 11,725 $6.8M 11,854 -129 -1.09% Reduce MICROSOFT CORP MSFT
0.7% 0.72% $8.1M 21,711 $7.6M 20,420 +1,291 +6.32% Add ALTRIA GROUP INC MO
0.69% 0.8% $7.9M 108,821 $8.4M 124,782 -15,961 -12.79% Reduce V VANGUARD SCOTTSDALE FDS VGSH
0.64% 0.51% $7.4M 127,093 $5.3M 91,209 +35,884 +39.34% Add A Alphabet Inc Class C GOOG
0.58% 0.56% $6.7M 19,051 $5.8M 20,366 -1,315 -6.46% Reduce PROCTER & GAMBLE CO PG
0.51% 0.88% $5.9M 40,438 $9.2M 63,838 -23,400 -36.66% Reduce WALMART INC WMT
0.42% 0.55% $4.9M 43,443 $5.8M 46,285 -2,842 -6.14% Reduce JPMORGAN CHASE & CO JPM
0.42% 0.43% $4.9M 14,913 $4.5M 15,431 -518 -3.36% Reduce I ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF ISHG
0.42% 0.44% $4.8M 64,896 $4.6M 62,550 +2,346 +3.75% Add META PLATFORMS INC META
0.39% 0.39% $4.5M 8,035 $4.1M 7,102 +933 +13.14% Add APPLIED MATLS INC AMAT
0.39% 0.2% $4.5M 6,206 $2.1M 6,257 -51 -0.82% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.34% 0.38% $4.0M 5,281 $3.9M 6,051 -770 -12.73% Reduce PHILIP MORRIS INTL INC PM
0.32% 0.33% $3.7M 20,383 $3.5M 20,693 -310 -1.50% Reduce ADVANCED MICRO DEVICES INC AMD
0.31% 0.13% $3.6M 6,148 $1.3M 6,469 -321 -4.96% Reduce JOHNSON & JOHNSON JNJ
0.29% 0.33% $3.4M 13,271 $3.4M 14,009 -738 -5.27% Reduce V VANGUARD INDEX FDS VB
0.28% 0.26% $3.2M 10,548 $2.7M 10,430 +118 +1.13% Add BROADCOM INC AVGO
0.27% 0.37% $3.2M 8,422 $3.9M 12,515 -4,093 -32.70% Reduce WASTE MGMT INC DEL WM
0.27% 0.34% $3.2M 14,194 $3.6M 15,685 -1,491 -9.51% Reduce TESLA INC TSLA
0.25% 0.27% $2.9M 6,974 $2.8M 7,481 -507 -6.78% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
0.24% 0.2% $2.8M 5,867 $2.1M 6,230 -363 -5.83% Reduce B BANK OF AMER CORP BAC
0.23% 0.24% $2.7M 46,570 $2.5M 51,308 -4,738 -9.23% Reduce PALANTIR TECHNOLOGIES INC PLTR
0.22% 0.3% $2.6M 21,878 $3.2M 21,680 +198 +0.91% Add G GENERAL DYNAMICS CORP GD
0.21% 0.23% $2.4M 6,425 $2.4M 7,564 -1,139 -15.06% Reduce BERKSHIRE HATHAWAY INC DEL BRK.B
0.2% 0.23% $2.3M 4,574 $2.4M 4,983 -409 -8.21% Reduce N NEW YORK LIFE INVTS ACTIVE E MMCA
0.19% 0.27% $2.2M 99,360 $2.8M 129,516 -30,156 -23.28% Reduce S STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF CWB
0.17% 0.17% $2.0M 18,789 $1.7M 18,982 -193 -1.02% Reduce V VANGUARD S&P SMALL-CAP 600 ETF VIOO
0.17% 0.17% $2.0M 15,028 $1.8M 15,796 -768 -4.86% Reduce VISA INC V
0.17% 0.14% $1.9M 5,656 $1.5M 5,010 +646 +12.89% Add MARVELL TECHNOLOGY INC MRVL
0.16% 0.06% $1.8M 6,116 $614,210 6,201 -85 -1.37% Reduce I ISHARES CORE IJH
0.15% 0.15% $1.8M 22,978 $1.5M 22,658 +320 +1.41% Add 
