AGG iShares Core U.S. Aggregate Bond ETF | $21,618,346 | $21,618,346 â–² | New Holding | 861,289 | 12.6% | Finance |
AVDE Avantis International Equity ETF | $18,417,763 | $18,417,763 â–² | New Holding | 633,360 | 10.8% | ETF |
AVSD Avantis Responsible International Equity ETF | $16,786,728 | $16,786,728 â–² | New Holding | 310,632 | 9.8% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $16,054,199 | $16,054,199 â–² | New Holding | 351,728 | 9.4% | ETF |
BNDX Vanguard Total International Bond ETF | $11,248,956 | $1,177,782 â–² | 11.7% | 77,210 | 6.6% | ETF |
AVDV Avantis International Small Cap Value ETF | $10,339,434 | $10,339,434 â–² | New Holding | 481,154 | 6.0% | ETF |
AVUS Avantis U.S. Equity ETF | $9,703,344 | $9,703,344 â–² | New Holding | 200,814 | 5.7% | ETF |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | $7,525,056 | $7,525,056 â–² | New Holding | 161,077 | 4.4% | ETF |
AVSE Avantis Responsible Emerging Markets Equity ETF | $6,263,310 | $6,263,310 â–² | New Holding | 240,897 | 3.7% | ETF |
HPQ HP | $5,128,523 | $5,128,523 â–² | New Holding | 15,987 | 3.0% | Computer and Technology |
BKLC BNY Mellon US Large Cap Core Equity ETF | $5,091,143 | $4,293,320 â–² | 538.1% | 114,206 | 3.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $4,800,887 | $4,800,887 â–² | New Holding | 193,975 | 2.8% | ETF |
FIDELITY WISE ORIGIN BITCOIN
| $4,317,453 | $4,317,453 â–² | New Holding | 20,979 | 2.5% | SHS |
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF | $3,776,621 | $3,776,621 â–² | New Holding | 30,259 | 2.2% | ETF |
INVESTMENT MANAGERS SER TR I
| $3,283,150 | $3,283,150 â–² | New Holding | 68,186 | 1.9% | AXS CHANGE FINAN |
BND Vanguard Total Bond Market ETF | $2,966,927 | $2,321,368 â–² | 359.6% | 90,043 | 1.7% | ETF |
EBND SPDR Bloomberg Emerging Markets Local Bond ETF | $2,647,182 | $2,647,182 â–² | New Holding | 41,315 | 1.5% | ETF |
CVIE Calvert International Responsible Index ETF | $2,047,306 | $2,047,306 â–² | New Holding | 66,143 | 1.2% | ETF |
EMXF iShares ESG Advanced MSCI EM ETF | $1,847,898 | $1,847,898 â–² | New Holding | 26,493 | 1.1% | ETF |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $1,766,137 | $1,766,137 â–² | New Holding | 37,650 | 1.0% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $1,679,003 | $1,679,003 â–² | New Holding | 21,237 | 1.0% | ETF |
HPE Hewlett Packard Enterprise | $1,616,528 | $1,616,528 â–² | New Holding | 19,343 | 0.9% | Computer and Technology |
CVSB Calvert Ultra-Short Investment Grade ETF | $1,349,227 | $1,349,227 â–² | New Holding | 50,704 | 0.8% | ETF |
CVLC Calvert US Large-Cap Core Responsible Index ETF | $1,307,111 | $1,307,111 â–² | New Holding | 55,578 | 0.8% | ETF |
HKND Humankind US Stock ETF | $1,181,040 | $1,181,040 â–² | New Holding | 19,943 | 0.7% | ETF |
HYD VanEck High Yield Muni ETF | $1,175,505 | $1,175,505 â–² | New Holding | 15,963 | 0.7% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $1,040,140 | $358,565 â–² | 52.6% | 15,798 | 0.6% | ETF |
HYLB Xtrackers USD High Yield Corporate Bond ETF | $936,843 | $936,843 â–² | New Holding | 15,828 | 0.5% | ETF |
ES Eversource Energy | $925,889 | $925,889 â–² | New Holding | 22,670 | 0.5% | Utilities |
ISCB iShares Morningstar Small-Cap ETF | $750,224 | $1,587,289 â–¼ | -67.9% | 1,149 | 0.4% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $634,833 | $2,998,769 â–¼ | -82.5% | 5,107 | 0.4% | ETF |
HAUZ Xtrackers International Real Estate ETF | $418,405 | $187,717 â–² | 81.4% | 20,272 | 0.2% | ETF |
IVV iShares Core S&P 500 ETF | $395,578 | $291,007 â–¼ | -42.4% | 662 | 0.2% | ETF |
IDEV iShares Core MSCI International Developed Markets ETF | $342,723 | $1,378,254 â–¼ | -80.1% | 3,864 | 0.2% | ETF |
IBM International Business Machines | $281,509 | $281,509 â–² | New Holding | 10,988 | 0.2% | Computer and Technology |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $280,060 | $280,060 â–² | New Holding | 975 | 0.2% | ETF |
IAGG iShares Core International Aggregate Bond ETF | $256,927 | $256,927 â–² | New Holding | 10,360 | 0.2% | ETF |
ISHARES BITCOIN TR
| $252,532 | $252,532 â–² | New Holding | 11,176 | 0.1% | SHS |
IJH iShares Core S&P Mid-Cap ETF | $233,022 | $15,752 â–² | 7.2% | 3,580 | 0.1% | ETF |
IJR iShares Core S&P Small-Cap ETF | $225,421 | $119,464 â–¼ | -34.6% | 3,338 | 0.1% | ETF |
SCHB Schwab US Broad Market ETF | $0 | $24,634,843 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHA Schwab US Small-Cap ETF | $0 | $20,054,614 â–¼ | -100.0% | 0 | 0.0% | ETF |
VWO Vanguard FTSE Emerging Markets ETF | $0 | $16,806,131 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPDW SPDR Portfolio Developed World ex-US ETF | $0 | $16,492,137 â–¼ | -100.0% | 0 | 0.0% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $0 | $11,249,712 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHH Schwab U.S. REIT ETF | $0 | $10,111,881 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPSM SPDR Portfolio S&P 600 Small Cap ETF | $0 | $8,361,395 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $0 | $7,750,983 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHWAB STRATEGIC TR
| $0 | $6,275,660 â–¼ | -100.0% | 0 | 0.0% | HIGH YIELD BD ET |
VTI Vanguard Total Stock Market ETF | $0 | $5,419,712 â–¼ | -100.0% | 0 | 0.0% | ETF |
VNQI Vanguard Global ex-U.S. Real Estate ETF | $0 | $5,401,333 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHF Schwab International Equity ETF | $0 | $4,690,186 â–¼ | -100.0% | 0 | 0.0% | ETF |
VXF Vanguard Extended Market ETF | $0 | $4,395,677 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHE Schwab Emerging Markets Equity ETF | $0 | $3,335,009 â–¼ | -100.0% | 0 | 0.0% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $0 | $2,760,925 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF | $0 | $2,747,819 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHM Schwab U.S. Mid-Cap ETF | $0 | $2,251,317 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPEM SPDR Portfolio Emerging Markets ETF | $0 | $1,836,477 â–¼ | -100.0% | 0 | 0.0% | ETF |
SCHP Schwab U.S. TIPS ETF | $0 | $1,344,256 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPHY SPDR Portfolio High Yield Bond ETF | $0 | $1,306,034 â–¼ | -100.0% | 0 | 0.0% | ETF |
VWOB Vanguard Emerging Markets Government Bond ETF | $0 | $1,079,998 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPMD SPDR Portfolio S&P 400 Mid Cap ETF | $0 | $1,036,798 â–¼ | -100.0% | 0 | 0.0% | ETF |
USRT iShares Core U.S. REIT ETF | $0 | $1,010,282 â–¼ | -100.0% | 0 | 0.0% | ETF |
LEMB iShares J.P. Morgan EM Local Currency Bond ETF | $0 | $966,799 â–¼ | -100.0% | 0 | 0.0% | ETF |
VOO Vanguard S&P 500 ETF | $0 | $415,160 â–¼ | -100.0% | 0 | 0.0% | ETF |
VNQ Vanguard Real Estate ETF | $0 | $381,795 â–¼ | -100.0% | 0 | 0.0% | ETF |
VO Vanguard Mid-Cap ETF | $0 | $283,024 â–¼ | -100.0% | 0 | 0.0% | ETF |
SPAB SPDR Portfolio Aggregate Bond ETF | $0 | $281,407 â–¼ | -100.0% | 0 | 0.0% | ETF |
