| VV - VANGUARD LARGE-CAP ETF | | Add 1% ($990.0K) | 10.38% | $112.7M | +0.83% | -1.43% | |
| VB - VANGUARD SMALL-CAP ETF | | Add 1% ($993.4K) | 8.39% | $91.0M | +2.79% | +1.53% | |
| GDXJ - VANECK JUNIOR GOLD MINERS ETF | | Reduce 1% $(338.8K) | 5.47% | $59.4M | +1.12% | +0.82% | |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF | | Add 1% ($605.2K) | 5.19% | $56.3M | +6.06% | +5.41% | |
| SCHE - SCHWAB EMERGING MARKETS EQUITY ETF | | | 4.67% | $50.7M | +3.39% | +1.78% | |
| VONE - VANGUARD RUSSELL 1000 ETF | | | 3.99% | $43.3M | +0.91% | -1.22% | |
| VO - VANGUARD MID-CAP ETF | | Add 1% ($349.7K) | 3.75% | $40.7M | | | |
| VYM - VANGUARD HIGH DIVIDEND YIELD INDEX ETF | | Add 1% ($457.3K) | 3.54% | $38.4M | | | |
| RDIV - INVESCO S&P ULTRA DIVIDEND REVENUE ETF | | Add 2% ($703.4K) | 3.53% | $38.4M | +4.40% | +3.38% | |
| URA - GLOBAL X URANIUM ETF | | | 2.49% | $27.0M | +5.88% | -0.04% | |
| AGG - ISHARES CORE U.S. AGGREGATE BOND ETF | | Add 2% ($515.3K) | 2.44% | $26.5M | +0.22% | +0.26% | |
| IJS - ISHARES S&P SMALL-CAP 600 VALUE ETF | | Add 1% ($290.7K) | 2.36% | $25.6M | +4.05% | +3.42% | |
| SPTS - STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | | Add 1% ($329.0K) | 2.32% | $25.2M | | | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | | Add 1% ($304.6K) | 2.28% | $24.7M | +5.10% | +4.50% | |
| GTEK - GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF | | | 2.06% | $22.3M | +15.39% | +9.71% | |
| VTV - VANGUARD VALUE ETF | | | 1.97% | $21.4M | +3.24% | +3.26% | |
| VTEB - VANGUARD TAX-EXEMPT BOND ETF | | | 1.88% | $20.4M | +0.24% | +0.26% | |
| VUG - VANGUARD GROWTH ETF | | Add 1% ($237.6K) | 1.81% | $19.7M | -1.06% | -4.95% | |
| IBMP - ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | | | 1.80% | $19.5M | +0.51% | +0.51% | |
| EFA - ISHARES MSCI EAFE ETF | | Reduce 1% $(242.9K) | 1.72% | $18.7M | +3.81% | +3.61% | |
| TIP - ISHARES TIPS BOND ETF | | Add 2% ($354.5K) | 1.61% | $17.5M | +0.81% | +0.89% | |
| BIV - VANGUARD INTERMEDIATE-TERM BOND ETF | | Add 2% ($328.3K) | 1.61% | $17.5M | +0.16% | +0.20% | |
| IBTG - ISHARES IBONDS DEC 2026 TERM TREASURY ETF | | Add 2% ($344.5K) | 1.49% | $16.2M | +0.87% | +0.87% | |
| HYMB - STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | | Add 1% ($50.4K) | 0.91% | $9.9M | +1.19% | +1.15% | |
| VTEI - VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | | | 0.85% | $9.2M | -0.10% | -0.06% | |
| LQD - ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | | Add 2% ($210.5K) | 0.82% | $8.9M | -0.04% | +0.13% | |
| MYCJ - STATE STREET MY2030 CORPORATE BOND ETF | | Add 2% ($170.9K) | 0.80% | $8.7M | +0.52% | +0.46% | |
| MYCI - STATE STREET MY2029 CORPORATE BOND ETF | | Add 2% ($175.8K) | 0.80% | $8.7M | +0.49% | +0.45% | |
| TLT - ISHARES 20 YEAR TREASURY BOND ETF | | Reduce 6% $(560.3K) | 0.79% | $8.6M | -0.72% | -0.18% | |
| MYCH - STATE STREET MY2028 CORPORATE BOND ETF | | Add 1% ($100.2K) | 0.78% | $8.5M | +0.54% | +0.50% | |
| IDV - ISHARES INTERNATIONAL SELECT DIVIDEND ETF | | Add 6% ($416.0K) | 0.63% | $6.9M | +11.11% | +11.44% | |
| IBMQ - ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | | | 0.61% | $6.6M | +0.05% | -0.05% | |
| MYMJ - STATE STREET MY2030 MUNICIPAL BOND ETF | | Add 1% ($60.7K) | 0.54% | $5.9M | +0.26% | +0.20% | |
| MYMI - STATE STREET MY2029 MUNICIPAL BOND ETF | | Add 1% ($61.0K) | 0.54% | $5.8M | +0.43% | +0.58% | |
| VYMI - VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | | Add 7% ($396.6K) | 0.53% | $5.7M | +8.51% | +8.41% | |
| AAPL - APPLE INC COM | | Add 3% ($168.8K) | 0.52% | $5.7M | +1.90% | +0.28% | |
| SPYD - STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | | Add 3% ($164.4K) | 0.51% | $5.5M | +5.19% | +4.39% | |
| SPDW - SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | | | 0.47% | $5.1M | +6.01% | +5.32% | |
| MSFT - MICROSOFT CORP COM | | Add 11% ($467.2K) | 0.44% | $4.8M | -11.26% | -18.84% | |
| VWO - VANGUARD FTSE EMERGING MARKETS ETF | | Add 4% ($195.5K) | 0.43% | $4.6M | +3.70% | +1.86% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | | Reduce 1% $(24.1K) | 0.38% | $4.1M | -4.52% | -3.50% | |
| VBR - VANGUARD SMALL CAP VALUE ETF | | Add 9% ($306.2K) | 0.33% | $3.5M | | | |
| GOOGL - ALPHABET INC CAP STK CL A | | Add 16% ($489.5K) | 0.32% | $3.5M | | | |
| IJR - ISHARES CORE S&P SMALL CAP ETF | | Add 9% ($264.5K) | 0.31% | $3.4M | +4.50% | +3.80% | |
| GOOG - ALPHABET INC CAP STK CL C | | Reduce 1% $(43.3K) | 0.30% | $3.3M | | | |
| XLK - STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | | Add 105% ($1.7M) | 0.30% | $3.3M | +3.65% | -0.72% | |
| AMZN - AMAZON COM INC COM | | Add 10% ($244.0K) | 0.25% | $2.8M | +1.29% | -2.69% | |
| JNJ - JOHNSON & JOHNSON COM | | New Purchase | 0.23% | $2.5M | +12.33% | +13.97% | |
| MGC - VANGUARD MEGA CAP ETF | | Add 2% ($60.3K) | 0.23% | $2.5M | | | |
| SILJ - AMPLIFY JUNIOR SILVER MINERS ETF | | New Purchase | 0.22% | $2.4M | -2.78% | -3.48% | |
| JPM - JPMORGAN CHASE & CO. COM | | Reduce 100% | 0.00% | $0.00 | | | |
| MCD - MCDONALDS CORP COM | | Reduce 100% | 0.00% | $0.00 | | | |