| iShares Core S&P 500 ETF | 278,151 | 181.7M $ | |
| Vanguard Scottsdale Funds | 2,125,722 | 126.6M $ | |
| iShares Core MSCI EAFE ETF | 1,121,853 | 101.6M $ | |
| iShares Core S&P Mid-Cap ETF | 927,706 | 62.6M $ | |
| Schwab Short-Term U.S. Treasury ETF | 2,576,647 | 62.5M $ | |
| Schwab U.S. Large-Cap ETF | 2,426,254 | 62.2M $ | |
| iShares Core S&P Small-Cap ETF | 462,245 | 57.5M $ | |
| Invesco S&P 500 Equal Weight ETF | 260,202 | 49.9M $ | |
| iShares Trust | 871,116 | 45.8M $ | |
| SPDR Gold MiniShares Trust | 468,008 | 43.4M $ | |
| iShares MBS ETF | 393,454 | 37.4M $ | |
| Schwab International Equity ETF | 1,247,016 | 30.9M $ | |
| Vanguard International Equity Index Funds | 394,721 | 21.3M $ | |
| iShares Trust | 195,079 | 19.6M $ | |
| Schwab U.S. Small-Cap ETF | 541,218 | 15.7M $ | |
| Apple Inc | 61,636 | 15.6M $ | |
| iShares Trust | 299,629 | 12.8M $ | |
| Vanguard S&P 500 ETF | 20,540 | 12.3M $ | |
| JPMorgan Chase & Co | 38,873 | 11.4M $ | |
| abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 433,830 | 10.5M $ | |
| Alphabet Inc | 25,751 | 7.4M $ | |
| Microsoft Corp | 19,133 | 7.1M $ | |
| Exxon Mobil Corp | 37,864 | 6.4M $ | |
| Schwab Emerging Markets Equity ETF | 188,681 | 6.2M $ | |
| Vanguard Index Funds | 31,959 | 5.9M $ | |
| Alphabet Inc | 20,196 | 5.8M $ | |
| Johnson & Johnson | 23,641 | 5.8M $ | |
| Vanguard Index Funds | 20,754 | 4.5M $ | |
| RTX Corp | 21,926 | 4.2M $ | |
| Amazon.com Inc | 19,883 | 4.1M $ | |
| SELECT SECTOR SPDR TRUST (THE) | 30,191 | 4M $ | |
| Applied Materials Inc | 11,164 | 3.8M $ | |
| Vanguard High Dividend Yield E | 23,120 | 3.4M $ | |
| State Street SPDR S&P 500 ETF Trust | 5,229 | 3.4M $ | |
| International Business Machines Corp. | 14,003 | 3.4M $ | |
| Walmart Inc | 25,599 | 3.2M $ | |
| PepsiCo Inc | 20,472 | 3.2M $ | |
| NVIDIA Corp | 17,191 | 3M $ | |
| Vanguard Total World Stock ETF | 21,500 | 3M $ | |
| McDonald's Corp. | 8,820 | 2.7M $ | |
| Vanguard FTSE Developed Markets ETF | 40,105 | 2.6M $ | |
| Citigroup Inc | 22,608 | 2.6M $ | |
| Cisco Systems, Inc. | 31,439 | 2.4M $ | |
| AbbVie Inc | 11,166 | 2.4M $ | |
| Eli Lilly & Co | 2,590 | 2.4M $ | |
| Schwab US Dividend Equity ETF | 77,476 | 2.4M $ | |
| Verizon Communications Inc | 44,363 | 2.2M $ | |
| iShares ESG MSCI KLD 400 ETF | 17,200 | 2.1M $ | |
| Fidelity Total Bond ETF | 44,198 | 2M $ | |
| Schwab U.S. Aggregate Bond ETF | 85,993 | 2M $ | |
| Vertex Pharmaceuticals Inc | 4,450 | 2M $ | |
| Lowe's Cos Inc | 8,346 | 2M $ | |
| Boeing Co/The | 9,899 | 2M $ | |
| Amgen Inc | 5,481 | 1.9M $ | |
| Salesforce Inc | 10,243 | 1.9M $ | |
| Phillips 66 | 10,379 | 1.9M $ | |
| Berkshire Hathaway Inc | 3,797 | 1.8M $ | |
| Visa Inc | 5,996 | 1.8M $ | |
| iShares Short-Term National Muni Bond ETF | 16,848 | 1.8M $ | |
| Stryker Corp | 5,213 | 1.7M $ | |
| Vanguard Mid-Cap ETF | 5,911 | 1.7M $ | |
| Goldman Sachs Group Inc/The | 1,992 | 1.7M $ | |
| Fortinet Inc | 20,569 | 1.7M $ | |
| Meta Platforms Inc | 2,813 | 1.6M $ | |
| iShares S&P Mid-Cap 400 Value ETF | 12,083 | 1.6M $ | |
| Southern Co/The | 16,572 | 1.6M $ | |
| Intercontinental Exchange Inc | 10,027 | 1.6M $ | |
| General Dynamics Corp | 4,536 | 1.6M $ | |
| AT&T Inc | 53,386 | 1.5M $ | |
| iShares Core MSCI Emerging Markets ETF | 21,385 | 1.5M $ | |
| American Water Works Co Inc | 10,794 | 1.5M $ | |
| Palo Alto Networks Inc | 9,077 | 1.5M $ | |
| Bristol-Myers Squibb Co | 23,789 | 1.4M $ | |
| Broadcom Inc | 4,514 | 1.4M $ | |
| Blackrock Inc | 1,452 | 1.4M $ | |
| QUALCOMM Inc | 10,828 | 1.4M $ | |
| Synopsys Inc | 3,504 | 1.4M $ | |
| Select Sector Spdr Trust | 12,141 | 1.3M $ | |
| AES Corp/The | 93,003 | 1.3M $ | |
| Global X Funds | 33,046 | 1.3M $ | |
| Emerson Electric Co. | 9,745 | 1.3M $ | |
| Virtu Financial Inc | 28,039 | 1.2M $ | |
| iShares Trust | 9,799 | 1.2M $ | |
| NetApp Inc | 11,227 | 1.1M $ | |
| Advanced Micro Devices Inc | 5,625 | 1.1M $ | |
| iShares S&P Mid-Cap 400 Growth ETF | 11,168 | 1.1M $ | |
| Huntington Ingalls Industries, Inc. | 2,945 | 1.1M $ | |
| Public Storage | 4,104 | 1.1M $ | |
| Elevance Health Inc | 3,694 | 1.1M $ | |
| Netflix Inc | 11,218 | 1.1M $ | |
| Home Depot Inc/The | 3,258 | 1.1M $ | |
| iShares National Muni Bond ETF | 9,970 | 1.1M $ | |
| Costco Wholesale Corp | 1,039 | 1M $ | |
| iShares Intermediate Governmen | 9,471 | 1M $ | |
| MasTec Inc | 3,116 | 1M $ | |
| First Trust Exchange-Traded Fund III | 55,973 | 993.5K $ | |
| Corning Inc | 7,289 | 991.1K $ | |
| Valero Energy Corp | 3,833 | 947.1K $ | |
| Novartis AG | 6,171 | 942.6K $ | |
| PNC Financial Services Group Inc/The | 4,519 | 940.4K $ | |