| 1 | Vanguard S&P 500 ETF | 317,962 | 190M $ | |
| 2 | Vanguard FTSE Developed Markets ETF | 1,208,409 | 77.4M $ | |
| 3 | iShares Core S&P Mid-Cap ETF | 551,574 | 37.2M $ | |
| 4 | Vanguard High Dividend Yield E | 247,921 | 36.7M $ | |
| 5 | Vanguard Short-term Bond Etf | 449,426 | 35.2M $ | |
| 6 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 160,821 | 34.6M $ | |
| 7 | Vanguard Charlotte Funds | 627,219 | 30.1M $ | |
| 8 | iShares Core S&P 500 ETF | 38,922 | 25.4M $ | |
| 9 | Vanguard Bond Index Funds | 253,413 | 19.6M $ | |
| 10 | Vanguard Scottsdale Funds | 325,461 | 19.1M $ | |
| 11 | iShares Core S&P Small-Cap ETF | 150,869 | 18.8M $ | |
| 12 | Vanguard International Equity Index Funds | 339,382 | 18.3M $ | |
| 13 | Vanguard Whitehall Funds | 158,584 | 14.9M $ | |
| 14 | Vanguard International Dividend Appreciation ETF | 136,531 | 12.1M $ | |
| 15 | Broadcom Inc | 24,889 | 7.7M $ | |
| 16 | Vanguard Total Stock Market ETF | 21,885 | 7M $ | |
| 17 | Vanguard Large-Cap ETF | 23,192 | 6.9M $ | |
| 18 | Vanguard Total Bond Market ETF | 73,363 | 5.4M $ | |
| 19 | Apple Inc | 17,203 | 4.4M $ | |
| 20 | Vanguard Real Estate ETF | 48,158 | 4.3M $ | |
| 21 | Vanguard Scottsdale Funds | 54,864 | 3.3M $ | |
| 22 | Microsoft Corp | 8,479 | 3.1M $ | |
| 23 | Vanguard Total International S | 30,745 | 2.4M $ | |
| 24 | Eli Lilly & Co | 2,324 | 2.1M $ | |
| 25 | AbbVie Inc | 9,469 | 2.1M $ | |
| 26 | Alphabet Inc | 6,638 | 1.9M $ | |
| 27 | Schwab U.S. Large-Cap ETF | 63,828 | 1.6M $ | |
| 28 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 29 | Amgen Inc | 3,582 | 1.3M $ | |
| 30 | iShares Short-Term National Muni Bond ETF | 11,487 | 1.2M $ | |
| 31 | iShares Silver Trust | 17,677 | 1.2M $ | |
| 32 | iShares Core S&P Total U.S. Stock Market ETF | 8,408 | 1.2M $ | |
| 33 | iShares Core Dividend Growth ETF | 17,029 | 1.2M $ | |
| 34 | NIKE Inc | 22,393 | 1.2M $ | |
| 35 | Amazon.com Inc | 5,523 | 1.2M $ | |
| 36 | iShares Core MSCI International Developed Markets ETF | 12,989 | 1.1M $ | |
| 37 | Vanguard Tax-Exempt Bond Index ETF | 20,780 | 1M $ | |
| 38 | iShares Core MSCI Emerging Markets ETF | 13,750 | 959.1K $ | |
| 39 | InterDigital Inc | 3,000 | 906K $ | |
| 40 | Berkshire Hathaway Inc | 1,854 | 888.4K $ | |
| 41 | Vanguard Small-Cap ETF | 3,338 | 874.3K $ | |
| 42 | iShares Core MSCI EAFE ETF | 9,392 | 850.3K $ | |
| 43 | H&R Block Inc | 26,443 | 839.3K $ | |
| 44 | iShares Core High Dividend ETF | 6,073 | 824.3K $ | |
| 45 | NVIDIA Corp | 4,619 | 805.6K $ | |
| 46 | Johnson & Johnson | 3,195 | 781K $ | |
| 47 | Home Depot Inc/The | 2,288 | 752.7K $ | |
| 48 | SPDR Gold Shares | 1,748 | 752.1K $ | |
| 49 | Global X Funds | 9,607 | 750.8K $ | |
| 50 | Vanguard Mid-Cap ETF | 2,502 | 718.5K $ | |
| 51 | Intel Corp | 14,525 | 641K $ | |
| 52 | McDonald's Corp. | 1,969 | 612K $ | |
| 53 | Alphabet Inc | 2,107 | 604.6K $ | |
| 54 | Novo Nordisk A/S | 16,402 | 602.8K $ | |
| 55 | Schwab U.S. REIT ETF | 23,814 | 511.8K $ | |
| 56 | QUALCOMM Inc | 3,778 | 486.5K $ | |
| 57 | Caterpillar Inc | 674 | 477.8K $ | |
| 58 | Philip Morris International Inc. | 2,587 | 427.7K $ | |
| 59 | Micron Technology Inc | 1,239 | 418.7K $ | |
| 60 | Merck & Co Inc | 3,278 | 394.3K $ | |
| 61 | Cisco Systems, Inc. | 5,032 | 390.4K $ | |
| 62 | Texas Instruments Inc | 1,937 | 376.1K $ | |
| 63 | JPMorgan Chase & Co | 1,274 | 374.8K $ | |
| 64 | International Business Machines Corp. | 1,531 | 371.1K $ | |
| 65 | Paychex Inc | 3,951 | 364K $ | |
| 66 | Toast Inc | 13,396 | 355.1K $ | |
| 67 | Abbott Laboratories | 3,246 | 333.3K $ | |
| 68 | iShares U.S. Technology ETF | 1,834 | 332.7K $ | |
| 69 | Thermo Fisher Scientific Inc | 662 | 325.4K $ | |
| 70 | Schwab International Equity ETF | 12,484 | 309K $ | |
| 71 | Invesco QQQ Trust Series 1 | 531 | 306.5K $ | |
| 72 | Exxon Mobil Corp | 1,659 | 281.5K $ | |
| 73 | Tesla Inc | 712 | 264.7K $ | |
| 74 | Oracle Corp | 1,736 | 255.4K $ | |
| 75 | Meta Platforms Inc | 444 | 253.9K $ | |
| 76 | RTX Corp | 1,304 | 251.6K $ | |
| 77 | HP Inc | 13,092 | 251.5K $ | |
| 78 | iShares Trust | 2,149 | 243.1K $ | |
| 79 | Starbucks Corp | 2,644 | 236.9K $ | |
| 80 | Capital One Financial Corp | 1,231 | 224.6K $ | |
| 81 | Waste Management Inc | 957 | 219.9K $ | |
| 82 | Infosys Ltd | 16,192 | 218.8K $ | |
| 83 | Gilead Sciences Inc | 1,484 | 206.8K $ | |
| 84 | iShares ESG Aware U.S. Aggregate Bond ETF | 4,261 | 202.6K $ | |
| 85 | iShares Trust | 957 | 202.1K $ | |
| 86 | Schwab US TIPS ETF | 1,961 | 52.2K $ | |