| 1 | Vanguard Total Bond Market ETF | 60,975 | 4.5M $ | |
| 2 | J P Morgan Exchange Traded Fund Trust | 69,053 | 3.9M $ | |
| 3 | SPDR Gold Shares | 8,406 | 3.6M $ | |
| 4 | SPDR Series Trust | 45,183 | 3.5M $ | |
| 5 | iShares Trust | 107,317 | 2.5M $ | |
| 6 | Schwab US Dividend Equity ETF | 80,042 | 2.5M $ | |
| 7 | iShares Trust | 109,253 | 2.5M $ | |
| 8 | ALLIANZIM US 6M BF10 APR-OCT | 68,595 | 2.3M $ | |
| 9 | iShares iBonds Dec 2026 Term C | 94,583 | 2.3M $ | |
| 10 | iShares iBonds Dec 2027 Term C | 94,031 | 2.3M $ | |
| 11 | Vanguard Malvern Funds | 45,132 | 2.3M $ | |
| 12 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 10,370 | 2.2M $ | |
| 13 | Vanguard Index Funds | 10,979 | 2M $ | |
| 14 | iShares Russell Top 200 Growth | 6,874 | 1.7M $ | |
| 15 | ALLIANZIM US EQ BUFFER20 OCT | 44,270 | 1.7M $ | |
| 16 | ALLIANZIM US EQ BUFFER20 SEP | 42,980 | 1.4M $ | |
| 17 | ALLIANZIM US EQ BUFFER20 JUL | 29,127 | 1.1M $ | |
| 18 | Simplify Exchange Traded Funds | 52,168 | 1.1M $ | |
| 19 | iShares Trust | 11,735 | 1.1M $ | |
| 20 | Apple Inc | 4,226 | 1.1M $ | |
| 21 | SPDR Series Trust | 11,691 | 1.1M $ | |
| 22 | Vanguard Total Stock Market ETF | 3,337 | 1.1M $ | |
| 23 | ALLIANZIM US BF15 UNCAP DEC | 36,115 | 959.9K $ | |
| 24 | Exxon Mobil Corp | 5,435 | 922.1K $ | |
| 25 | Elevation Series Trust - Trues | 18,001 | 731K $ | |
| 26 | Sherwin-Williams Co/The | 2,166 | 694.3K $ | |
| 27 | International Business Machines Corp. | 2,704 | 655.4K $ | |
| 28 | State Street SPDR S&P 500 ETF Trust | 1,005 | 653.6K $ | |
| 29 | iShares Trust | 8,700 | 646.8K $ | |
| 30 | iShares Russell Mid-Cap Value | 3,973 | 579K $ | |
| 31 | Invesco S&P 500 Low Volatility | 7,534 | 551.1K $ | |
| 32 | iShares Core S&P 500 ETF | 836 | 545.9K $ | |
| 33 | iShares MSCI EAFE Growth ETF | 4,841 | 539.1K $ | |
| 34 | First Trust Exchange-Traded Fund | 10,351 | 525.8K $ | |
| 35 | iShares Core MSCI Emerging Markets ETF | 7,483 | 521.9K $ | |
| 36 | Alphabet Inc | 1,759 | 505.9K $ | |
| 37 | Alphabet Inc | 1,734 | 497.5K $ | |
| 38 | Tesla Inc | 1,328 | 493.7K $ | |
| 39 | Vanguard Growth ETF | 1,110 | 484.6K $ | |
| 40 | Principal U.S. Mega-Cap ETF | 7,218 | 464.2K $ | |
| 41 | Vanguard Mega Cap Growth ETF | 1,180 | 433.7K $ | |
| 42 | iShares Bitcoin Trust ETF | 9,555 | 367.1K $ | |
| 43 | Vanguard Total International S | 4,757 | 366.8K $ | |
| 44 | iShares Convertible Bond ETF | 3,560 | 362.3K $ | |
| 45 | Microsoft Corp | 973 | 360.1K $ | |
| 46 | Elevation Series Trust - Trues | 9,578 | 352.1K $ | |
| 47 | Trueshares Structured Outcome | 8,616 | 350.2K $ | |
| 48 | iShares Trust | 7,575 | 349.9K $ | |
| 49 | Vanguard Charlotte Funds | 7,256 | 348.6K $ | |
| 50 | Vanguard Scottsdale Funds | 5,814 | 346.2K $ | |
| 51 | Elevation Series Trust - Trues | 8,756 | 340K $ | |
| 52 | Vanguard Scottsdale Funds | 3,034 | 303.9K $ | |
| 53 | Berkshire Hathaway Inc | 616 | 295.2K $ | |
| 54 | Cisco Systems, Inc. | 3,783 | 293.5K $ | |
| 55 | iShares National Muni Bond ETF | 2,611 | 277.1K $ | |
| 56 | ALLIANZIM US BF15 UNCAP JUL | 9,697 | 276.8K $ | |
| 57 | Invesco QQQ Trust Series 1 | 479 | 276.4K $ | |
| 58 | NVIDIA Corp | 1,560 | 272.1K $ | |
| 59 | Vanguard S&P 500 ETF | 433 | 258.9K $ | |
| 60 | BlackRock ETF Trust | 4,320 | 251.4K $ | |
| 61 | Schwab U.S. Large-Cap ETF | 9,055 | 232.2K $ | |
| 62 | iShares Trust | 1,210 | 232K $ | |
| 63 | Chevron Corp | 1,063 | 219.9K $ | |
| 64 | Meta Platforms Inc | 372 | 212.9K $ | |
| 65 | Invesco National AMT-Free Municipal Bond ETF | 9,174 | 210.8K $ | |