| 1 | SPDR S&P 500 ETF TRUST | 52 375 | 34,1 M $ | |
| 2 | State Street SPDR Portfolio S& | 212 710 | 16,8 M $ | |
| 3 | FT Vest Laddered Buffer ETF | 405 423 | 13,7 M $ | |
| 4 | VANGUARD TAX-MANAGED FUNDS | 195 263 | 12,5 M $ | |
| 5 | State Street SPDR Portfolio Intermediate Term Treasury ETF | 410 309 | 11,8 M $ | |
| 6 | SPDR SERIES TRUST | 99 183 | 9,4 M $ | |
| 7 | First Trust Exchange-Traded Fund IV | 139 190 | 8,3 M $ | |
| 8 | ISHARES TRUST | 74 705 | 6,2 M $ | |
| 9 | Vanguard Intermediate-Term Corporate Bond ETF | 66 201 | 5,5 M $ | |
| 10 | Avantis Emerging Markets Equity ETF | 65 316 | 5,3 M $ | |
| 11 | Apple Inc | 20 622 | 5,2 M $ | |
| 12 | Vanguard Total Stock Market ETF | 14 822 | 4,8 M $ | |
| 13 | Vanguard Short-Term Corporate Bond ETF | 41 543 | 3,3 M $ | |
| 14 | ISHARES TRUST | 30 209 | 3,2 M $ | |
| 15 | Avantis International Small Cap Value ETF | 31 498 | 3,1 M $ | |
| 16 | Vanguard S&P 500 ETF | 4 459 | 2,7 M $ | |
| 17 | Berkshire Hathaway Inc | 5 096 | 2,4 M $ | |
| 18 | First Trust Exchange-Traded Fund VIII | 74 404 | 2,4 M $ | |
| 19 | ISHARES TRUST | 92 933 | 2,3 M $ | |
| 20 | iShares 0-5 Year TIPS Bond ETF | 18 931 | 2 M $ | |
| 21 | Schwab US Dividend Equity ETF | 52 963 | 1,6 M $ | |
| 22 | Schwab Fundamental U.S. Large Company ETF | 52 034 | 1,4 M $ | |
| 23 | First Trust Exchange-Traded Fund VIII | 37 798 | 1,3 M $ | |
| 24 | J.P. MORGAN EXCHANGE-TRADED FUND TRUST | 20 753 | 1,2 M $ | |
| 25 | AbbVie Inc | 4 979 | 1,1 M $ | |
| 26 | First Trust Exchange-Traded Fund VIII | 22 759 | 1 M $ | |
| 27 | Amazon.com Inc | 4 727 | 984,5 k $ | |
| 28 | Microsoft Corp | 2 470 | 914,2 k $ | |
| 29 | iShares Core S&P Small-Cap ETF | 6 653 | 827 k $ | |
| 30 | iShares Core S&P Mid-Cap ETF | 11 980 | 809 k $ | |
| 31 | Alphabet Inc | 2 690 | 771,7 k $ | |
| 32 | First Trust Exchange-Traded Fund VIII | 23 318 | 758,5 k $ | |
| 33 | AMERICAN CENTURY INVEST | 6 455 | 713,1 k $ | |
| 34 | Invesco QQQ Trust Series 1 | 1 235 | 712,6 k $ | |
| 35 | First Trust Exchange-Traded Fund VIII | 21 615 | 709,1 k $ | |
| 36 | NVIDIA Corp | 4 022 | 701,4 k $ | |
| 37 | Schwab International Equity ETF | 27 838 | 689 k $ | |
| 38 | iShares ESG Aware MSCI USA ETF | 4 425 | 625,7 k $ | |
| 39 | iShares ESG Aware MSCI EAFE ETF | 6 069 | 580,4 k $ | |
| 40 | Schwab U.S. Large-Cap ETF | 20 836 | 534,2 k $ | |
| 41 | First Trust Exchange-Traded Fund VIII | 11 189 | 485,9 k $ | |
| 42 | Eli Lilly & Co | 526 | 483,9 k $ | |
| 43 | Chevron Corp | 2 157 | 446,3 k $ | |
| 44 | iShares MSCI International Quality Factor ETF | 9 452 | 437 k $ | |
| 45 | Alphabet Inc | 1 447 | 416,2 k $ | |
| 46 | First Trust Exchange-Traded Fund VIII | 13 689 | 415,1 k $ | |
| 47 | Vanguard FTSE Europe ETF | 4 888 | 402,9 k $ | |
| 48 | First Trust Exchange-Traded Fund VIII | 12 055 | 394,4 k $ | |
| 49 | First Trust Exchange-Traded Fund VIII | 8 053 | 385,8 k $ | |
| 50 | VANGUARD INDEX FUNDS | 1 568 | 340,7 k $ | |
| 51 | Taiwan Semiconductor Manufacturing Co Ltd | 1 002 | 338,6 k $ | |
| 52 | Abbott Laboratories | 3 290 | 337,8 k $ | |
| 53 | ISHARES TRUST | 2 411 | 333,6 k $ | |
| 54 | Pacer US Cash Cows 100 ETF | 5 278 | 330,2 k $ | |
| 55 | Pacer Developed Markets Intern | 7 502 | 318,4 k $ | |
| 56 | iShares Short-Term National Muni Bond ETF | 2 791 | 297,3 k $ | |
| 57 | INTERNATIONAL BUSINESS MACHINES CORP | 1 184 | 287 k $ | |
| 58 | iShares ESG Aware MSCI EM ETF | 6 195 | 281,7 k $ | |
| 59 | State Street SPDR Portfolio S&P 500 ETF | 3 505 | 268,3 k $ | |
| 60 | iShares Russell 2000 ETF | 1 012 | 251 k $ | |
| 61 | First Trust Exchange-Traded Fund VIII | 4 682 | 250 k $ | |
| 62 | First Trust Exchange-Traded Fund VIII | 5 630 | 238,7 k $ | |
| 63 | VANGUARD WHITEHALL FUNDS | 1 464 | 216,8 k $ | |
| 64 | First Trust Exchange-Traded Fund VIII | 4 337 | 215,6 k $ | |
| 65 | State Street SPDR S&P Dividend ETF | 1 424 | 207,8 k $ | |