| 1 | Schwab Fundamental U.S. Large Company ETF | 1 914 777 | 53,3 M $ | |
| 2 | Schwab Fundamental International Equity Etf | 561 451 | 27,5 M $ | |
| 3 | State Street SPDR S&P Global Natural Resources ETF | 251 841 | 18,8 M $ | |
| 4 | Schwab US TIPS ETF | 537 336 | 14,3 M $ | |
| 5 | Schwab Short-Term U.S. Treasury ETF | 576 172 | 14 M $ | |
| 6 | Avantis Real Estate ETF | 308 563 | 13,6 M $ | |
| 7 | SCHWAB STRATEGIC TRUST | 353 734 | 13,5 M $ | |
| 8 | Vanguard Real Estate ETF | 107 316 | 9,5 M $ | |
| 9 | Broadstone Net Lease Inc | 411 643 | 7,5 M $ | |
| 10 | GLOBAL X FUNDS | 402 800 | 7,4 M $ | |
| 11 | Invesco Preferred ETF | 680 404 | 7,4 M $ | |
| 12 | Realty Income Corp | 115 161 | 7 M $ | |
| 13 | WP Carey Inc | 103 053 | 7 M $ | |
| 14 | GOLUB CAPITAL BDC INC | 521 431 | 6,6 M $ | |
| 15 | Ares Capital Corp | 341 678 | 6,2 M $ | |
| 16 | Blue Owl Capital Corp | 552 301 | 6,1 M $ | |
| 17 | Schwab 5-10 Year Corporate Bond ETF | 209 984 | 4,8 M $ | |
| 18 | Berkshire Hathaway Inc | 6 934 | 3,3 M $ | |
| 19 | VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST | 70 861 | 3,1 M $ | |
| 20 | Perdoceo Education Corp | 65 687 | 2,4 M $ | |
| 21 | Microsoft Corp | 5 789 | 2,1 M $ | |
| 22 | VANGUARD MATERIALS ETF VANGUARD MATERIALS ETF | 9 391 | 2,1 M $ | |
| 23 | Invesco S&P 500 Equal Weight ETF | 8 478 | 1,6 M $ | |
| 24 | Schwab High Yield Bond ETF | 58 872 | 1,5 M $ | |
| 25 | Vanguard Total Stock Market ETF | 4 478 | 1,4 M $ | |
| 26 | Bank of America Corp | 20 563 | 1 M $ | |
| 27 | iShares Preferred and Income S | 32 215 | 976,8 k $ | |
| 28 | iShares Short-Term National Muni Bond ETF | 9 130 | 972,3 k $ | |
| 29 | Select Sector Spdr Trust | 18 878 | 932 k $ | |
| 30 | iShares Core U.S. Aggregate Bond ETF | 8 203 | 814,3 k $ | |
| 31 | Apple Inc | 3 168 | 804 k $ | |
| 32 | Vanguard Information Technology ETF | 1 121 | 782,1 k $ | |
| 33 | Deere & Co | 1 342 | 755,9 k $ | |
| 34 | HP Inc | 39 098 | 751,1 k $ | |
| 35 | Oracle Corp | 5 048 | 742,6 k $ | |
| 36 | Target Corp | 6 017 | 729,3 k $ | |
| 37 | Vanguard S&P 500 Growth ETF | 1 700 | 693,1 k $ | |
| 38 | Abbott Laboratories | 6 400 | 657,1 k $ | |
| 39 | Invesco RAFI Developed Markets ex-U.S. ETF | 9 283 | 648,9 k $ | |
| 40 | Tesla Inc | 1 708 | 634,9 k $ | |
| 41 | Vanguard Scottsdale Funds | 9 870 | 577,8 k $ | |
| 42 | Invesco RAFI Emerging Markets | 20 705 | 557,2 k $ | |
| 43 | Invesco RAFI US 1500 Small-Mid ETF | 9 725 | 446,1 k $ | |
| 44 | Altria Group, Inc. | 6 466 | 426,7 k $ | |
| 45 | Walmart Inc | 3 318 | 412,4 k $ | |
| 46 | Vanguard Total International S | 5 147 | 396,9 k $ | |
| 47 | Vanguard S&P 500 ETF | 660 | 394,4 k $ | |
| 48 | Vanguard FTSE All World ex-US | 2 629 | 383,3 k $ | |
| 49 | Wells Fargo & Co | 4 593 | 365,6 k $ | |
| 50 | UnitedHealth Group Inc | 1 337 | 361,7 k $ | |
| 51 | JPMorgan Chase & Co | 1 154 | 339,4 k $ | |
| 52 | Mueller Industries Inc | 2 900 | 321,3 k $ | |
| 53 | 3M Co | 2 000 | 290,5 k $ | |
| 54 | Omnicom Group Inc | 3 853 | 290,2 k $ | |
| 55 | Schwab US Broad Market ETF | 11 199 | 281,1 k $ | |
| 56 | PepsiCo Inc | 1 800 | 279,5 k $ | |
| 57 | Korn Ferry | 4 417 | 278,1 k $ | |
| 58 | iShares Core MSCI Emerging Markets ETF | 3 794 | 264,6 k $ | |
| 59 | Dimensional ETF Trust | 6 692 | 260 k $ | |
| 60 | Garrett Motion Inc | 13 618 | 247,4 k $ | |
| 61 | Merck & Co Inc | 2 000 | 240,6 k $ | |
| 62 | Super Micro Computer Inc | 10 202 | 232,3 k $ | |
| 63 | iShares 0-5 Year TIPS Bond ETF | 2 075 | 214,6 k $ | |
| 64 | Invesco RAFI US 1000 ETF | 4 491 | 213,5 k $ | |
| 65 | Bain Capital Specialty Finance Inc | 10 130 | 125,6 k $ | |
| 66 | Playtika Holding Corp | 28 338 | 78,8 k $ | |
| 67 | EON RESOURCES INC | 61 000 | 50,6 k $ | |
| 68 | Aemetis Inc | 14 810 | 47,2 k $ | |