S SCHWAB U.S. AGGREGATE BOND ETF SCHZ
4.04% 5.11% $16.8M 726,046 $18.5M 797,226 -71,180 -8.93% Reduce APPLE INC AAPL
3.66% 3.68% $15.2M 52,626 $13.3M 52,492 +134 +0.26% Add V VANGUARD SCOTTSDALE FDS VCIT
2.75% 3.05% $11.4M 138,506 $11.1M 133,613 +4,893 +3.66% Add V VANGUARD WHITEHALL FDS VIGI
2.69% 2.65% $11.2M 119,706 $9.6M 108,412 +11,294 +10.42% Add S SPDR INDEX SHS FDS SPEM
2.59% 2.44% $10.8M 207,927 $8.8M 188,388 +19,539 +10.37% Add MICROSOFT CORP MSFT
2.21% 2.44% $9.2M 24,679 $8.8M 23,897 +782 +3.27% Add S Spdr Series Trust State Street Portfolio Short Term Corporate Bond Etf SPSB
1.91% 1.79% $8.0M 264,926 $6.5M 215,571 +49,355 +22.90% Add AMAZON COM INC AMZN
1.72% 1.62% $7.2M 30,045 $5.9M 28,111 +1,934 +6.88% Add I ISHARES EMERGING MARKETS DIVIDEND ETF DVYE
1.7% 2.12% $7.1M 219,995 $7.7M 224,720 -4,725 -2.10% Reduce V VANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS) VCLT
1.54% 2.47% $6.4M 85,111 $8.9M 119,524 -34,413 -28.79% Reduce NVIDIA CORPORATION NVDA
1.4% 1.42% $5.8M 29,134 $5.1M 29,450 -316 -1.07% Reduce CINCINNATI FINL CORP COM CINF
1.22% 1.2% $5.1M 27,385 $4.3M 27,397 -12 -0.04% Reduce MICRON TECHNOLOGY INC MU
1.21% 0.37% $5.0M 4,355 $1.3M 3,921 +434 +11.07% Add TESLA INC TSLA
1.2% 1.21% $5.0M 11,898 $4.4M 11,821 +77 +0.65% Add MCDONALDS CORP MCD
1.15% 1.52% $4.8M 17,705 $5.5M 17,735 -30 -0.17% Reduce A Alphabet Inc Class C GOOG
1.1% 1.04% $4.6M 12,968 $3.8M 13,096 -128 -0.98% Reduce SALESFORCE INC CRM
0.96% 1.32% $4.0M 25,492 $4.8M 25,631 -139 -0.54% Reduce JPMORGAN CHASE & CO JPM
0.95% 0.91% $3.9M 12,050 $3.3M 11,229 +821 +7.31% Add S SCHWAB U.S. LARGE-CAP GROWTH ETF SCHG
0.91% 0.88% $3.8M 112,463 $3.2M 108,766 +3,697 +3.40% Add S SPDR SERIES TRUST BIL
0.86% 0.88% $3.6M 39,029 $3.2M 34,946 +4,083 +11.68% Add ALPHABET INC GOOGL
0.84% 0.82% $3.5M 9,796 $3.0M 10,373 -577 -5.56% Reduce META PLATFORMS INC META
0.8% 0.83% $3.3M 5,923 $3.0M 5,282 +641 +12.14% Add I INSPIRE 100 ETF BIBL
0.79% 0.81% $3.3M 56,407 $2.9M 62,205 -5,798 -9.32% Reduce S SCHWAB STRATEGIC TR SCHF
0.77% 0.78% $3.2M 115,942 $2.8M 114,518 +1,424 +1.24% Add V VANGUARD SPECIALIZED FUNDS VIG
0.67% 0.64% $2.8M 11,787 $2.3M 10,693 +1,094 +10.23% Add CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005 CRDO
0.66% 0.25% $2.7M 10,036 $889,606 9,477 +559 +5.90% Add PHILIP MORRIS INTL INC PM
0.65% 0.74% $2.7M 14,848 $2.7M 16,105 -1,257 -7.81% Reduce EXXON MOBIL CORP XOM
0.64% 0.9% $2.7M 19,464 $3.3M 19,330 +134 +0.69% Add I ISHARES TR AGG
0.64% 0.74% $2.7M 52,409 $2.7M 53,517 -1,108 -2.07% Reduce S STATE STR SPDR S&P 500 ETF T SPY
0.63% 0.63% $2.6M 3,504 $2.3M 3,486 +18 +0.52% Add BERKSHIRE HATHAWAY INC DEL BRK.B
0.63% 0.71% $2.6M 5,212 $2.6M 5,368 -156 -2.91% Reduce S SCHWAB US SCHP
0.62% 0.74% $2.6M 97,478 $2.7M 101,024 -3,546 -3.51% Reduce SHERWIN WILLIAMS CO SHW
0.62% 0.74% $2.6M 7,476 $2.7M 8,319 -843 -10.13% Reduce REDDIT INC CL A RDDT
0.6% 0.54% $2.5M 14,400 $1.9M 14,400 0 0.00% Unchanged WELLS FARGO CO NEW WFC
0.59% 0.66% $2.5M 29,755 $2.4M 30,192 -437 -1.45% Reduce ROYAL CARIBBEAN RCL
0.57% 0.56% $2.4M 7,432 $2.0M 7,430 +2 +0.03% Add I ISHARES SILVER TR SLV
0.56% 0.69% $2.3M 43,836 $2.5M 36,775 +7,061 +19.20% Add V VANGUARD WORLD FD MGV
0.55% 0.56% $2.3M 14,097 $2.0M 14,113 -16 -0.11% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
0.54% 0.45% $2.3M 4,733 $1.6M 4,783 -50 -1.05% Reduce I ISHARES TR STIP
0.54% — $2.3M 22,063 $0 0 +22,063 New Buy COCA COLA CO KO
0.54% 0.51% $2.2M 27,423 $1.8M 24,019 +3,404 +14.17% Add V VANGUARD FSTE VWO
0.54% 0.52% $2.2M 37,461 $1.9M 34,833 +2,628 +7.54% Add J JPMORGAN ULTRA-SHORT INCOME ETF JPST
0.53% 0.58% $2.2M 43,722 $2.1M 41,754 +1,968 +4.71% Add ENBRIDGE INC ENB
0.51% 0.59% $2.1M 39,107 $2.1M 39,633 -526 -1.33% Reduce V VANGUARD BD INDEX FDS BIV
0.5% 0.62% $2.1M 27,151 $2.2M 29,138 -1,987 -6.82% Reduce MEDTRONIC PLC MDT
0.5% 0.53% $2.1M 26,224 $1.9M 22,090 +4,134 +18.71% Add V VANGUARD INDEX FDS VB
0.48% 0.46% $2.0M 6,657 $1.7M 6,368 +289 +4.54% Add B BECTON DICKINSON & CO COM BDX
0.45% 0.49% $1.9M 12,492 $1.8M 11,285 +1,207 +10.70% Add APPLIED MATLS INC AMAT
0.45% 0.32% $1.9M 2,608 $1.2M 3,373 -765 -22.68% Reduce J JANUS HENDERSON JAAA
0.45% 0.38% $1.9M 36,873 $1.4M 27,411 +9,462 +34.52% Add 
