| 1 | Schwab Fundamental International Equity Etf | 139,236 | 6.8M $ | |
| 2 | Vanguard Value ETF | 34,271 | 6.7M $ | |
| 3 | Capital Group Growth ETF | 132,701 | 5.3M $ | |
| 4 | Vanguard Growth ETF | 12,178 | 5.3M $ | |
| 5 | NVIDIA Corp | 28,959 | 5.1M $ | |
| 6 | Apple Inc | 19,756 | 5M $ | |
| 7 | Capital Group Dividend Value ETF | 95,758 | 4.1M $ | |
| 8 | Lam Research Corp | 17,725 | 3.8M $ | |
| 9 | Wells Fargo & Co | 44,942 | 3.6M $ | |
| 10 | SPDR Series Trust | 30,676 | 3M $ | |
| 11 | Eli Lilly & Co | 3,221 | 3M $ | |
| 12 | Amazon.com Inc | 13,301 | 2.8M $ | |
| 13 | Vanguard Tax-Exempt Bond Index ETF | 54,789 | 2.7M $ | |
| 14 | Vanguard Bond Index Funds | 33,793 | 2.6M $ | |
| 15 | Vanguard High Dividend Yield E | 17,498 | 2.6M $ | |
| 16 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 31,060 | 2.5M $ | |
| 17 | Fidelity Total Bond ETF | 51,897 | 2.4M $ | |
| 18 | Vanguard Scottsdale Funds | 36,958 | 2.2M $ | |
| 19 | Vanguard Whitehall Funds | 21,294 | 2M $ | |
| 20 | Alphabet Inc | 6,844 | 2M $ | |
| 21 | Goldman Sachs Group Inc/The | 2,323 | 2M $ | |
| 22 | Visa Inc | 6,238 | 1.9M $ | |
| 23 | NextEra Energy Inc | 19,254 | 1.8M $ | |
| 24 | RTX Corp | 8,820 | 1.7M $ | |
| 25 | INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS | 95,540 | 1.7M $ | |
| 26 | NUVEEN QUALITY MUN INCOME FD | 124,805 | 1.4M $ | |
| 27 | Microsoft Corp | 3,839 | 1.4M $ | |
| 28 | Capital Group International Focus Equity ETF | 46,218 | 1.4M $ | |
| 29 | Johnson & Johnson | 5,564 | 1.4M $ | |
| 30 | Schwab Fundamental U.S. Large Company ETF | 45,507 | 1.3M $ | |
| 31 | WW Grainger Inc | 1,108 | 1.2M $ | |
| 32 | Phillips 66 | 6,294 | 1.1M $ | |
| 33 | Illinois Tool Works Inc | 4,402 | 1.1M $ | |
| 34 | Vanguard Small-Cap ETF | 4,184 | 1.1M $ | |
| 35 | Walmart Inc | 8,778 | 1.1M $ | |
| 36 | Vanguard Mid-Cap ETF | 3,754 | 1.1M $ | |
| 37 | Southern Co/The | 10,981 | 1.1M $ | |
| 38 | Tesla Inc | 2,795 | 1M $ | |
| 39 | Exxon Mobil Corp | 6,121 | 1M $ | |
| 40 | PepsiCo Inc | 6,686 | 1M $ | |
| 41 | JPMorgan Ultra-Short Municipal Income ETF | 19,188 | 978.2K $ | |
| 42 | Amgen Inc | 2,768 | 973.9K $ | |
| 43 | Jpmorgan Core Plus Bond Etf | 20,616 | 970.6K $ | |
| 44 | Avantis Emerging Markets Equity ETF | 11,604 | 935.1K $ | |
| 45 | Procter & Gamble Co/The | 6,446 | 931.1K $ | |
| 46 | JPMorgan Chase & Co | 3,077 | 905K $ | |
| 47 | Meta Platforms Inc | 1,541 | 881.7K $ | |
| 48 | American Electric Power Co Inc | 6,663 | 873.4K $ | |
| 49 | Pinnacle West Capital Corp. | 8,596 | 866K $ | |
| 50 | Schwab Short-Term U.S. Treasury ETF | 35,086 | 851.5K $ | |
| 51 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 11,795 | 846.3K $ | |
| 52 | Alphabet Inc | 2,943 | 844.2K $ | |
| 53 | McDonald's Corp. | 2,554 | 793.8K $ | |
| 54 | State Street SPDR S&P 500 ETF Trust | 1,162 | 756K $ | |
| 55 | Duke Energy Corp | 5,680 | 743.7K $ | |
| 56 | Invesco Actively Managed Exchange-Traded Fund Trust | 15,663 | 733.5K $ | |
| 57 | Lamar Advertising Co | 5,500 | 696.6K $ | |
| 58 | Fidelity Enhanced Large Cap Growth ETF | 18,507 | 693.8K $ | |
| 59 | American Tower Corp | 3,950 | 681.7K $ | |
| 60 | State Street SPDR Nuveen ICE High Yield Municipal Bond ETF | 26,871 | 666.4K $ | |
| 61 | Flexshares Trust | 16,416 | 657.6K $ | |
| 62 | Honeywell International Inc | 2,847 | 643.5K $ | |
| 63 | Netflix Inc | 6,620 | 636.5K $ | |
| 64 | Broadcom Inc | 1,984 | 614.1K $ | |
| 65 | Blackrock Inc | 618 | 594.3K $ | |
| 66 | SELECT SECTOR SPDR TRUST (THE) | 4,411 | 586.2K $ | |
| 67 | Northrop Grumman Corp | 852 | 581.3K $ | |
| 68 | Ameresco Inc | 22,650 | 577.6K $ | |
| 69 | Chevron Corp | 2,765 | 572.1K $ | |
| 70 | T-Mobile US Inc | 2,589 | 543.8K $ | |
| 71 | Cisco Systems, Inc. | 6,992 | 542.5K $ | |
| 72 | Progressive Corp/The | 2,724 | 540K $ | |
| 73 | MetLife Inc | 7,625 | 539.2K $ | |
| 74 | International Business Machines Corp. | 2,165 | 524.8K $ | |
| 75 | Corpay Inc | 1,800 | 523.8K $ | |
| 76 | Paychex Inc | 5,664 | 521.8K $ | |
| 77 | ConocoPhillips | 3,943 | 520.5K $ | |
| 78 | Stryker Corp | 1,454 | 477.8K $ | |
| 79 | Salesforce Inc | 2,527 | 471.7K $ | |
| 80 | Ecolab Inc | 1,752 | 466.1K $ | |
| 81 | Danaher Corp | 2,390 | 453.1K $ | |
| 82 | Waters Corp | 1,461 | 435.1K $ | |
| 83 | Constellation Energy Corp. | 1,533 | 428.1K $ | |
| 84 | Pfizer Inc | 15,215 | 427.2K $ | |
| 85 | Charles Schwab Corp/The | 4,396 | 413.1K $ | |
| 86 | Adobe Inc | 1,600 | 388.9K $ | |
| 87 | Vanguard Scottsdale Funds | 1,690 | 387.1K $ | |
| 88 | IQVIA Holdings Inc | 2,225 | 379.5K $ | |
| 89 | JPMorgan Active Growth ETF | 4,433 | 374.7K $ | |
| 90 | Starbucks Corp | 4,168 | 373.5K $ | |
| 91 | Coca-Cola Co/The | 4,749 | 361.2K $ | |
| 92 | Microchip Technology Inc | 5,482 | 354.2K $ | |
| 93 | McCormick & Co Inc/MD | 7,009 | 353.5K $ | |
| 94 | Philip Morris International Inc. | 2,136 | 353.2K $ | |
| 95 | Micron Technology Inc | 1,009 | 340.9K $ | |
| 96 | Boeing Co/The | 1,712 | 340.7K $ | |
| 97 | Uber Technologies Inc | 4,498 | 323.5K $ | |
| 98 | Crowdstrike Holdings Inc | 801 | 312.7K $ | |
| 99 | Elevance Health Inc | 1,067 | 312.4K $ | |
| 100 | Kinder Morgan, Inc. | 9,266 | 310.7K $ | |