| iShares Trust | 352,547 | 39.9M $ | |
| State Street SPDR S&P 500 ETF Trust | 49,696 | 32.3M $ | |
| Vanguard Total International S | 173,835 | 13.4M $ | |
| Apple Inc | 51,382 | 13M $ | |
| Exxon Mobil Corp | 66,801 | 11.3M $ | |
| Invesco S&P 500 Equal Weight ETF | 54,882 | 10.5M $ | |
| Vanguard Value ETF | 47,926 | 9.4M $ | |
| Chevron Corp | 44,923 | 9.3M $ | |
| Johnson & Johnson | 37,224 | 9.1M $ | |
| Amazon.com Inc | 41,294 | 8.6M $ | |
| Meta Platforms Inc | 14,659 | 8.4M $ | |
| Lockheed Martin Corp | 13,830 | 8.4M $ | |
| Verizon Communications Inc | 165,882 | 8.3M $ | |
| Entergy Corp | 73,211 | 8.2M $ | |
| Gilead Sciences Inc | 58,971 | 8.2M $ | |
| AbbVie Inc | 36,983 | 8M $ | |
| AT&T Inc | 273,875 | 7.9M $ | |
| Clearway Energy Inc | 200,835 | 7.9M $ | |
| Eastman Chemical Co | 103,033 | 7.9M $ | |
| Alphabet Inc | 27,337 | 7.9M $ | |
| Bristol-Myers Squibb Co | 124,527 | 7.6M $ | |
| Hewlett Packard Enterprise Co | 316,126 | 7.5M $ | |
| State Street Corp | 58,973 | 7.5M $ | |
| Morgan Stanley | 45,088 | 7.4M $ | |
| Altria Group, Inc. | 112,036 | 7.4M $ | |
| Microsoft Corp | 19,935 | 7.4M $ | |
| Travel + Leisure Co | 105,527 | 7.3M $ | |
| Duke Energy Corp | 55,752 | 7.3M $ | |
| Kinder Morgan, Inc. | 217,216 | 7.3M $ | |
| Texas Instruments Inc | 37,269 | 7.2M $ | |
| VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 33,636 | 7.2M $ | |
| Amgen Inc | 20,496 | 7.2M $ | |
| Xcel Energy Inc | 89,032 | 7.1M $ | |
| CVS Health Corp | 96,252 | 6.9M $ | |
| PepsiCo Inc | 44,415 | 6.9M $ | |
| Zions Bancorp NA | 117,928 | 6.8M $ | |
| Coca-Cola Co/The | 89,048 | 6.8M $ | |
| Comcast Corp | 226,946 | 6.5M $ | |
| Snap-on Inc | 17,788 | 6.5M $ | |
| Unum Group | 87,501 | 6.4M $ | |
| Fifth Third Bancorp | 135,579 | 6.3M $ | |
| iShares MSCI International Quality Factor ETF | 133,269 | 6.2M $ | |
| AES Corp/The | 435,304 | 6.1M $ | |
| International Business Machines Corp. | 25,290 | 6.1M $ | |
| Omnicom Group Inc | 80,638 | 6.1M $ | |
| UGI Corp | 164,384 | 6M $ | |
| NVIDIA Corp | 33,777 | 5.9M $ | |
| Home Depot Inc/The | 17,821 | 5.9M $ | |
| J M Smucker Co/The | 60,698 | 5.9M $ | |
| Penske Automotive Group Inc | 39,104 | 5.8M $ | |
| Ally Financial Inc | 148,153 | 5.8M $ | |
| Berkshire Hathaway Inc | 8 | 5.7M $ | |
| Paychex Inc | 60,178 | 5.5M $ | |
| Vanguard FTSE Developed Markets ETF | 64,296 | 4.1M $ | |
| Netflix Inc | 39,551 | 3.8M $ | |
| Mid-America Apartment Communities, Inc. | 28,769 | 3.5M $ | |
| State Street SPDR S&P Dividend ETF | 18,247 | 2.7M $ | |
| Ciena Corp | 6,181 | 2.4M $ | |
| Broadcom Inc | 7,481 | 2.3M $ | |
| Micron Technology Inc | 6,607 | 2.2M $ | |
| Tesla Inc | 5,843 | 2.2M $ | |
| Vanguard S&P 500 ETF | 3,425 | 2M $ | |
| Alphabet Inc | 6,829 | 2M $ | |
| GE Vernova Inc | 2,215 | 1.9M $ | |
| JPMorgan Chase & Co | 6,558 | 1.9M $ | |
| Eli Lilly & Co | 1,523 | 1.4M $ | |
| Visa Inc | 4,550 | 1.4M $ | |
| Berkshire Hathaway Inc | 2,831 | 1.4M $ | |
| FedEx Corp | 3,542 | 1.3M $ | |
| Vertiv Holdings Co | 4,846 | 1.2M $ | |
| iShares Russell 2000 Value ETF | 6,221 | 1.2M $ | |
| Mastercard Inc | 2,256 | 1.1M $ | |
| Cheniere Energy Inc | 3,688 | 1M $ | |
| Global X Artificial Intelligence & Technology ETF | 22,150 | 1M $ | |
| iShares MSCI EAFE Growth ETF | 9,162 | 1M $ | |
| BAE Systems PLC | 8,703 | 1M $ | |
| Costco Wholesale Corp | 978 | 974.6K $ | |
| Hitachi Ltd | 32,200 | 937.3K $ | |
| Dimensional ETF Trust | 13,130 | 931K $ | |
| Palo Alto Networks Inc | 5,663 | 907.9K $ | |
| T-Mobile US Inc | 4,304 | 904K $ | |
| Vertex Pharmaceuticals Inc | 1,987 | 887.3K $ | |
| Novartis AG | 5,806 | 886.9K $ | |
| Generac Holdings Inc | 4,350 | 849.7K $ | |
| Vanguard Russell 1000 Growth ETF | 7,633 | 837.3K $ | |
| MetLife Inc | 11,702 | 827.6K $ | |
| ASML Holding NV | 619 | 817.6K $ | |
| Samsung Electronics Co Ltd | 288 | 816.8K $ | |
| VANGUARD SCOTTSDALE FUNDS | 8,548 | 801.3K $ | |
| O'Reilly Automotive Inc | 8,624 | 796.1K $ | |
| Lowe's Cos Inc | 3,337 | 788.5K $ | |
| Goldman Sachs Group Inc/The | 925 | 782.6K $ | |
| Monster Beverage Corp | 10,691 | 774.7K $ | |
| Delta Air Lines Inc | 11,623 | 772.7K $ | |
| Corning Inc | 5,587 | 759.7K $ | |
| Vanguard Russell 3000 | 2,624 | 754.6K $ | |
| Crown Holdings Inc | 7,473 | 749.2K $ | |
| Cboe Global Markets Inc | 2,620 | 736.4K $ | |
| ZoomInfo Technologies Inc | 302,714 | 720.4K $ | |
| Salesforce Inc | 3,827 | 714.4K $ | |