| VUG - Vanguard US Growth Index ETF | | Reduce 1% $(2.8M) | 12.93% | $196.1M | +11.00% | +0.86% | |
| VTV - Vanguard US Value Index ETF | | Add 1% ($1.1M) | 12.01% | $182.0M | +1.23% | -2.40% | |
| VV - Vanguard Large-Cap ETF | | | 7.68% | $116.4M | +6.93% | -0.51% | |
| VTI - Vanguard Total Stock Market ETF | | | 4.82% | $73.0M | +6.29% | -0.84% | |
| VGK - Vanguard FTSE Europe Index ETF | | Reduce 4% $(2.6M) | 4.39% | $66.6M | +8.78% | +9.21% | |
| MSFT - Microsoft Corporation | | Reduce 2% $(1.0M) | 3.14% | $47.6M | +33.25% | +15.07% | |
| VPL - Vanguard FTSE Pacific Index ETF | | Reduce 5% $(2.3M) | 3.05% | $46.2M | +10.55% | +6.93% | |
| VOO - Vanguard 500 ETF | | | 2.77% | $42.0M | +6.49% | -0.72% | |
| VB - Vanguard US Small Cap Index ETF | | Reduce 2% $(893.1K) | 2.72% | $41.3M | +1.89% | -2.89% | |
| VNQ - Vanguard US Real Estate Index ETF | | | 2.06% | $31.3M | -1.43% | -2.97% | |
| N/A - Vanguard Total Stock Mkt Idx Adm | | | 1.90% | $28.8M | | | |
| AAPL - Apple Inc | | Add 1% ($227.4K) | 1.85% | $28.0M | -16.19% | -19.16% | |
| SCHG - Schwab US Large-Cap Growth ETF | | Add 297% ($19.9M) | 1.75% | $26.6M | +9.57% | -0.02% | |
| AMZN - Amazon.com Inc | | | 1.62% | $24.5M | +10.62% | -2.65% | |
| VEA - Vanguard FTSE Developed Markets ETF | | Reduce 6% $(1.4M) | 1.57% | $23.8M | +10.03% | +8.35% | |
| VWO - Vanguard FTSE Emerging Markets Index ETF | | Reduce 8% $(2.0M) | 1.57% | $23.8M | +9.35% | +4.28% | |
| ESGV - Vanguard ESG US Stock ETF | | Add 2% ($354.5K) | 1.49% | $22.7M | +6.13% | -1.22% | |
| N/A - Vanguard Growth Index Admiral | | Reduce 11% $(2.8M) | 1.48% | $22.5M | | | |
| Z - Zillow Group Inc | | | 1.40% | $21.3M | +6.29% | -10.46% | |
| IUSV - iShares Core S&P U.S. Value ETF | | Add 1% ($264.6K) | 1.39% | $21.0M | +0.81% | -3.31% | |
| QQQ - Invesco QQQ Trust | | Reduce 2% $(454.5K) | 1.32% | $20.0M | +9.10% | +0.53% | |
| SCHV - Schwab US Large-Cap Value ETF | | Add 205% ($11.0M) | 1.08% | $16.4M | +2.84% | -1.24% | |
| IEUR - iShares Core MSCI Europe ETF | | Add 1% ($218.2K) | 1.00% | $15.1M | +8.71% | +9.36% | |
| SCHF - Schwab International Equity ETF | | Add 95% ($7.0M) | 0.95% | $14.3M | +9.45% | +8.23% | |
| N/A - Vanguard 500 Index Admiral | | Add 30% ($3.3M) | 0.94% | $14.3M | | | |
| N/A - Vanguard Value Index Adm | | Add 5% ($635.3K) | 0.88% | $13.3M | | | |
| VIG - Vanguard Dividend Appreciation ETF | | Reduce 10% $(1.5M) | 0.87% | $13.1M | +3.08% | -1.42% | |
| VBR - Vanguard Small-Cap Value ETF | | Reduce 2% $(282.0K) | 0.80% | $12.1M | +1.43% | -2.51% | |
| VBK - Vanguard Small-Cap Growth ETF | | Reduce 5% $(646.7K) | 0.79% | $12.0M | +2.32% | -3.51% | |
| N/A - Vanguard Developed Markets Index Admiral | | Add 3% ($353.6K) | 0.75% | $11.4M | | | |
| GOOGL - Alphabet Inc Class A | | Reduce 2% $(177.7K) | 0.66% | $9.9M | +8.04% | -2.78% | |
| GOOG - Alphabet Inc Class C | | Add 2% ($182.8K) | 0.61% | $9.3M | +7.30% | -3.32% | |
| IPAC - iShares Core MSCI Pacific ETF | | | 0.60% | $9.1M | +8.95% | +7.40% | |
| SCHE - Schwab Emerging Markets Equity ETF | | Reduce 7% $(627.5K) | 0.56% | $8.4M | +9.43% | +4.45% | |
| IWB - iShares Russell 1000 | | Reduce 4% $(365.6K) | 0.54% | $8.1M | +6.49% | -0.69% | |
| ZG - Zillow Group Inc | | Reduce 23% $(2.3M) | 0.50% | $7.6M | +6.04% | -8.94% | |
| IWF - iShares Russell 1000 Growth | | | 0.50% | $7.6M | +10.32% | +0.12% | |
| VSGX - Vanguard ESG International Stock ETF | | Reduce 10% $(718.5K) | 0.45% | $6.8M | +8.67% | +6.32% | |
| NVDA - Nvidia Corp | | Reduce 6% $(385.0K) | 0.42% | $6.4M | +36.87% | +4.26% | |
| SCHA - Schwab US Small-Cap ETF | | Add 94% ($2.9M) | 0.39% | $5.9M | +1.78% | -3.56% | |
| SPY - SPDR S&P 500 ETF | | | 0.38% | $5.8M | +6.48% | -0.71% | |
| CRM - Salesforce.com Inc | | Reduce 4% $(240.4K) | 0.37% | $5.7M | -15.38% | -9.35% | |
| N/A - Vanguard Small Cap Index Adm | | Reduce 3% $(191.5K) | 0.37% | $5.7M | | | |
| IJR - iShares Core S&P Small-Ca | | | 0.36% | $5.5M | -1.43% | -5.04% | |
| ICF - iShares Cohen & Steers REIT ETF | | Reduce 3% $(159.4K) | 0.36% | $5.4M | -2.30% | -1.48% | |
| VOOV - Vanguard S&P 500 Value ETF | | | 0.34% | $5.2M | +1.04% | -3.25% | |
| SUSA - iShares MSCI USA ESG Select ETF | | Reduce 30% $(1.9M) | 0.30% | $4.6M | +5.26% | +0.17% | |
| TSLA - Tesla Motors Inc | | Add 29% ($981.7K) | 0.29% | $4.4M | -5.74% | +10.97% | |
| TMUS - T-Mobile US Inc | | Add 1% ($58.1K) | 0.28% | $4.3M | -10.82% | -9.31% | |
| BRK.B - Berkshire Hathaway Inc B | | Reduce 2% $(75.7K) | 0.27% | $4.1M | -6.21% | +1.19% | |
| N/A - Dodge & Cox Stock | | Reduce 100% | 0.00% | $0.00 | | | |
| PI - Impinj Inc Com | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Fidelity Advisor New Insights Instl | | Reduce 100% | 0.00% | $0.00 | | | |
| MTD - Mettler-Toledo International Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| COPX - Global X Copper Miners ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| DFSI - Dimensional International Sstby Cr 1 ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| IVW - iShares S&P 500 Growth | | Reduce 100% | 0.00% | $0.00 | | | |
| WM - Waste Management Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| MCD - Mcdonalds Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| DLN - WisdomTree US LargeCap Dividend ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| VOOG - Vanguard S&P 500 Growth ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Columbia Contrarian Core Z | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Franklin Growth Adv | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Total World Stock Index Admiral | | Reduce 100% | 0.00% | $0.00 | | | |
| QCOM - Qualcomm Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA Em Mkts Sustnby Cor 1 Instl | | Reduce 100% | 0.00% | $0.00 | | | |
| IGV - iShares Expanded Tech-Software Sect ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| MRK - Merck & Co Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA US Sustainability Core 2 | | Reduce 100% | 0.00% | $0.00 | | | |
| AMAT - Applied Materials Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| MPC - MARATHON PETROLEUM CORPOR | | Reduce 100% | 0.00% | $0.00 | | | |
| GLD - SPDR Gold Shares | | Reduce 100% | 0.00% | $0.00 | | | |
| EFA - iShares MSCI EAFE | | Reduce 100% | 0.00% | $0.00 | | | |
| RACE - Ferrari NV | | Reduce 100% | 0.00% | $0.00 | | | |
| SPOT - Spotify Technology SA | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Total Market Equity Index Pool | | Reduce 100% | 0.00% | $0.00 | | | |
| AXP - American Express Co | | Reduce 100% | 0.00% | $0.00 | | | |
| DIS - Disney Walt Co New | | Reduce 100% | 0.00% | $0.00 | | | |
| LLY - Eli Lilly And Co | | Reduce 100% | 0.00% | $0.00 | | | |
| ESML - iShares ESG Aware MSCI USa Small-Cap ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| IJJ - iShares S&P Mid-Cap 400 Value ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| A - Agilent Technologies Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Total Intl Stock Index Admiral | | Reduce 100% | 0.00% | $0.00 | | | |
| VONG - Vanguard Russell 1000 Growth ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| USMV - iShares Edge MSCI Min Vol USA | | Reduce 100% | 0.00% | $0.00 | | | |
| BAC - Bank Amer Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| ELV - Anthem Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| CDNS - Cadence Design Systems Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| EWX - SPDR S&P Emerging Markets Small Cap ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| EZU - iShares MSCI Eurozone | | Reduce 100% | 0.00% | $0.00 | | | |
| XOM - Exxon Mobil Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| SCHX - Schwab US Large-Cap ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Schwab 1000 Index | | Reduce 100% | 0.00% | $0.00 | | | |
| KDP - Keurig Dr Pepper Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Schwab Total Stock Market Index | | Reduce 100% | 0.00% | $0.00 | | | |
| IJS - iShares S&P Small-Cap 600 Value ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| MDLZ - Mondelez International Inc Class A | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Porsche Automobil Holding SE | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Emerging Mkts Stock Idx Adm | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - MainStay S&P 500 Index A | | Reduce 100% | 0.00% | $0.00 | | | |
| KEYS - Keysight Technologies Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Real Estate Index Admiral | | Reduce 100% | 0.00% | $0.00 | | | |
| IBIT - iShares Bitcoin Trust ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| VGT - Vanguard Information Technology ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| FXE - Invesco Currencyshares Euro Currency | | Reduce 100% | 0.00% | $0.00 | | | |
| AJG - Gallagher Arthur J & Co | | Reduce 100% | 0.00% | $0.00 | | | |
| WAB - WestinghoUSe Air Brake Technologies Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| NKE - Nike Inc B | | Reduce 100% | 0.00% | $0.00 | | | |
| PRU - Prudential Financial Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| CAT - Caterpillar Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| EA - Electronic Arts Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| DBEF - Xtrackers Msci Eafe Hedged Equity | | Reduce 100% | 0.00% | $0.00 | | | |
| META - Facebook Inc-A | | Reduce 100% | 0.00% | $0.00 | | | |
| ECL - Ecolab Inc Com | | Reduce 100% | 0.00% | $0.00 | | | |
| FTNT - Fortinet Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| JNJ - Johnson & Johnson | | Reduce 100% | 0.00% | $0.00 | | | |
| VEU - Vanguard FTSE All-World Ex-US ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| IEMG - iShares Core MSCI Emerging Markets ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| ITOT - iShares Core S&P Total US Stock Mkt ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| NFLX - Netflix Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA US Core Equity 1 | | Reduce 100% | 0.00% | $0.00 | | | |
| HPQ - HP Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| ACWI - iShares MSCI ACWI | | Reduce 100% | 0.00% | $0.00 | | | |
| PSX - Phillips 66 | | Reduce 100% | 0.00% | $0.00 | | | |
| CSCO - Cisco Systems Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Small Cap Growth Index Admiral | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - International Equity Index Pool | | Reduce 100% | 0.00% | $0.00 | | | |
| JWN - Nordstrom Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| AMGN - Amgen Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| IWN - iShares Russell 2000 Value | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA International Core Equity I | | Reduce 100% | 0.00% | $0.00 | | | |
| USRT - iShares Core US REIT ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| BABA - Alibaba Group Holding Ltd | | Reduce 100% | 0.00% | $0.00 | | | |
| AMD - Advanced Micro Devices Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| TXN - Texas Instruments | | Reduce 100% | 0.00% | $0.00 | | | |
| XLV - Select Sector SPDR Trust The Health Care Select Se | | Reduce 100% | 0.00% | $0.00 | | | |
| ORCL - Oracle Corporation Com | | Reduce 100% | 0.00% | $0.00 | | | |
| XLU - Select Sector SPDR Trust The Utilities Select Sect | | Reduce 100% | 0.00% | $0.00 | | | |
| DOCU - Docusign Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| WDAY - Workday Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Schwab S&P 500 Index | | Reduce 100% | 0.00% | $0.00 | | | |
| ABT - Abbott Laboratories | | Reduce 100% | 0.00% | $0.00 | | | |
| VO - Vanguard Mid-Cap ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| SNOW - Snowflake CL A Ord | | Reduce 100% | 0.00% | $0.00 | | | |
| IWD - iShares Russell 1000 Value | | Reduce 100% | 0.00% | $0.00 | | | |
| BA - Boeing Co | | Reduce 100% | 0.00% | $0.00 | | | |
| CL - Colgate-Palmolive Co | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Fidelity Contrafund | | Reduce 100% | 0.00% | $0.00 | | | |
| IYW - iShares US Technology ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard FTSE Social Index Admiral | | Reduce 100% | 0.00% | $0.00 | | | |
| AMT - American Tower Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| VEGN - US Vegan Climate ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| AVGO - Broadcom Inc Com | | Reduce 100% | 0.00% | $0.00 | | | |
| FDX - FedEx Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| UBER - Uber Technologies Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| ADP - Automatic Data Processing Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| WMT - Wal-Mart Stores Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| EXPE - Expedia Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| DFUV - DFA Tax-Managed US Marketwide Value II | | Reduce 100% | 0.00% | $0.00 | | | |
| XLK - Technology Select Sector SPDR ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| IVE - iShares S&P 500 Value | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA US Large Cap Equity Institutional | | Reduce 100% | 0.00% | $0.00 | | | |
| HGTY - Hagerty CL A Ord | | Reduce 100% | 0.00% | $0.00 | | | |
| VT - Vanguard Total World Stock ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| HSIC - Henry Schein Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Columbia Seligman Tech & Info A | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA Emerging Markets Core Equity I | | Reduce 100% | 0.00% | $0.00 | | | |
| CME - CME Group Inc Class A | | Reduce 100% | 0.00% | $0.00 | | | |
| TLTD - Flexshares Mstar DevMks exUS FctTilt ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| V - Visa Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| IWO - iShares Russell 2000 Growth | | Reduce 100% | 0.00% | $0.00 | | | |
| PLTR - Palantir Technologies Inc Ordinary Shares - Class | | Reduce 100% | 0.00% | $0.00 | | | |
| FNMA - Fannie Mae | | Reduce 100% | 0.00% | $0.00 | | | |
| NEE - Nextera Energy Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| TSM - Taiwan Semiconductor Manufacturing Co Ltd | | Reduce 100% | 0.00% | $0.00 | | | |
| F - Ford Motor Co | | Reduce 100% | 0.00% | $0.00 | | | |
| VYMI - Vanguard Intl Hi Div Yld Idx ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| ESGD - iShares ESG MSCI Eafe ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| UNH - Unitedhealth Group Inc Co | | Reduce 100% | 0.00% | $0.00 | | | |
| IWP - iShares Russell Mid-Cap Growth ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| GNR - SPDR S&P Global Natural Resources | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA Intl Sustainability Core 2 | | Reduce 100% | 0.00% | $0.00 | | | |
| RELY - Remitly Global Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| COST - Costco Wholesale Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| PEP - PepsiCo Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| ABNB - Airbnb Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| CMG - Chipotle Mexican Grill Inc Class A | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Health Care Adm | | Reduce 100% | 0.00% | $0.00 | | | |
| TILT - FlexShares Mstar US Mkt Factors Tilt ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| UNP - Union Pac Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| BITB - Bitwise Bitcoin ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| IUSG - iShares Core US Growth ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA US Small Cap I | | Reduce 100% | 0.00% | $0.00 | | | |
| PG - Procter & Gamble Co | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - SITEMINDER ORD | | Reduce 100% | 0.00% | $0.00 | | | |
| VHT - Vanguard Health Care ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| SCHB - Schwab US Broad Market ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| GBTC - Grayscale Bitcoin Trust (BTC) | | Reduce 100% | 0.00% | $0.00 | | | |
| VDE - Vanguard Energy ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| ESGE - iShares ESG MSCI EM ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| PM - Philip Morris Internation | | Reduce 100% | 0.00% | $0.00 | | | |
| IGM - iShares Expanded Tech Sector ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| DDAIF - Mercedes-Benz Group AG | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Fidelity Large Cap Growth Idx | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Berkshire Hat A 100th | | Reduce 100% | 0.00% | $0.00 | | | |
| ESGU - iShares ESG Aware MSCI USa ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Ishares Msci Eafe Intl Idx K | | Reduce 100% | 0.00% | $0.00 | | | |
| MO - Altria Group Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| NVO - Novo Nordisk A/S | | Reduce 100% | 0.00% | $0.00 | | | |
| QUAL - iShares MSCI USA Quality Factor ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| XLE - Select Sector SPDR Trust Shs Ben Int Energy | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - DFA Real Estate Secs | | Reduce 100% | 0.00% | $0.00 | | | |
| VYM - Vanguard High Dividend Yield ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| ADBE - Adobe Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Akre Focus Retail | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Fidelity Advisor Technology I | | Reduce 100% | 0.00% | $0.00 | | | |
| RY - Royal Bank Of Canada | | Reduce 100% | 0.00% | $0.00 | | | |
| ACWV - iShares MSCI Global Min Vol Factor ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| VXF - Vanguard Extended Market ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| AR - Antero Resources Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| FIS - Fidelity Natl Information | | Reduce 100% | 0.00% | $0.00 | | | |
| AKAM - Akamai Technologies Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| GS - Goldman Sachs Group Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| IDXX - IDEXX Laboratories Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| EEM - iShares MSCI Emerging Markets | | Reduce 100% | 0.00% | $0.00 | | | |
| CEG - CONSTELLATION ENERGY ORD | | Reduce 100% | 0.00% | $0.00 | | | |
| ETHA - ISHARES ETHEREUM TRUST ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| SBUX - Starbucks Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| AM - Antero Midstream Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| OEF - iShares S&P 100 | | Reduce 100% | 0.00% | $0.00 | | | |
| PANW - Palo Alto Networks | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Primecap Core Inv | | Reduce 100% | 0.00% | $0.00 | | | |
| IJH - iShares Core S&P Mid-Cap | | Reduce 100% | 0.00% | $0.00 | | | |
| CMI - Cummins Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| ABBV - Abbvie Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| CEF - Sprott Physical Gold and Silver Trust | | Reduce 100% | 0.00% | $0.00 | | | |
| TMO - Thermo Fisher Scientific | | Reduce 100% | 0.00% | $0.00 | | | |
| COWZ - Pacer US Cash Cows 100 ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Bayerische Motoren Werke AG | | Reduce 100% | 0.00% | $0.00 | | | |
| VLO - Valero Energy Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| JPM - JP Morgan Chase & Co | | Reduce 100% | 0.00% | $0.00 | | | |
| IAU - iShares Gold Trust | | Reduce 100% | 0.00% | $0.00 | | | |
| TT - Trane Technologies PLC Class A | | Reduce 100% | 0.00% | $0.00 | | | |
| ISRG - Intuitive Surgical Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| BP - BP PLC ADR | | Reduce 100% | 0.00% | $0.00 | | | |
| IVV - iShares Core S&P 500 | | Reduce 100% | 0.00% | $0.00 | | | |
| PFE - Pfizer Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| BKH - Black Hills Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| HD - Home Depot Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Vanguard Extended Market Index Admiral | | Reduce 100% | 0.00% | $0.00 | | | |
| IEFA - iShares Core MSCI EAFE | | Reduce 100% | 0.00% | $0.00 | | | |
| PTON - Peloton Interactive Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| LOW - Lowes Cos Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| IWM - iShares Russell 2000 | | Reduce 100% | 0.00% | $0.00 | | | |
| N/A - Sequoia Fund | | Reduce 100% | 0.00% | $0.00 | | | |
| IJT - iShares S&P Small-Cap 600 Growth ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| VXUS - Vanguard Total International Stock ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| CVX - Chevron Corporation | | Reduce 100% | 0.00% | $0.00 | | | |
| SCHH - Schwab US REIT ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| TLRY - Tilray Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| BOX - Box Inc | | Reduce 100% | 0.00% | $0.00 | | | |
| IYR - iShares US Real Estate | | Reduce 100% | 0.00% | $0.00 | | | |
| INTC - Intel Corp | | Reduce 100% | 0.00% | $0.00 | | | |
| PAVE - Global X US Infrastructure Dev ETF | | Reduce 100% | 0.00% | $0.00 | | | |
| ESTC - Elastic NV | | Reduce 100% | 0.00% | $0.00 | | | |