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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $63.7M | 410554 | 10.17% |
| 2 | BLACKROCK ETF TRUST II | $44.8M | 861802 | 7.15% |
| 3 | FIDELITY COVINGTON TRUST | $44.1M | 1226135 | 7.04% |
| 4 | BLACKROCK ETF TRUST | $35.5M | 609740 | 5.66% |
| 5 | VICTORY PORTFOLIOS II | $34.9M | 1603758 | 5.58% |
| 6 | ISHARES TR | $31.9M | 312125 | 5.10% |
| 7 | CAPITAL GROUP DIVIDEND VALUE | $26.3M | 619085 | 4.21% |
| 8 | ISHARES TR | $23.4M | 35847 | 3.74% |
| 9 | ISHARES TR | $23.0M | 304934 | 3.68% |
| 10 | INVESCO EXCH TRADED FD TR II | $21.6M | 91046 | 3.45% |
| 11 | ISHARES TR | $18.7M | 266466 | 2.99% |
| 12 | APPLE INC | $13.7M | 53870 | 2.18% |
| 13 | ISHARES TR | $13.0M | 191867 | 2.07% |
| 14 | INVESCO QQQ TR | $10.5M | 18208 | 1.68% |
| 15 | SCHWAB STRATEGIC TR | $9.5M | 378312 | 1.52% |
| 16 | ISHARES TR | $8.6M | 99343 | 1.37% |
| 17 | ISHARES TR | $7.6M | 60947 | 1.21% |
| 18 | MICROSOFT CORP | $7.1M | 19222 | 1.14% |
| 19 | STATE STR SPDR S&P 500 ETF T | $6.1M | 9430 | 0.98% |
| 20 | VANGUARD SPECIALIZED FUNDS | $6.0M | 27791 | 0.95% |
| 21 | FIDELITY MERRIMACK STR TR | $5.0M | 109810 | 0.80% |
| 22 | SCHWAB STRATEGIC TR | $5.0M | 201972 | 0.80% |
| 23 | ALPHABET INC | $4.8M | 16528 | 0.76% |
| 24 | NVIDIA CORPORATION | $4.6M | 26532 | 0.74% |
| 25 | AMAZON COM INC | $4.5M | 21788 | 0.72% |
| 26 | EA SERIES TRUST | $4.5M | 38786 | 0.72% |
| 27 | SCHWAB STRATEGIC TR | $4.0M | 138994 | 0.65% |
| 28 | FIDELITY COMWLTH TR | $4.0M | 47552 | 0.64% |
| 29 | VANGUARD INDEX FDS | $4.0M | 9189 | 0.64% |
| 30 | VANGUARD INDEX FDS | $4.0M | 6654 | 0.63% |
| 31 | ISHARES TR | $3.9M | 41085 | 0.63% |
| 32 | ISHARES TR | $3.5M | 38952 | 0.56% |
| 33 | ISHARES TR | $3.3M | 35064 | 0.52% |
| 34 | FIDELITY COVINGTON TRUST | $3.2M | 87170 | 0.52% |
| 35 | INVESCO EXCHANGE TRADED FD T | $3.1M | 16116 | 0.49% |
| 36 | SPDR GOLD TR | $3.1M | 7187 | 0.49% |
| 37 | BERKSHIRE HATHAWAY INC DEL | $3.1M | 6370 | 0.49% |
| 38 | VICTORY PORTFOLIOS II | $3.0M | 59038 | 0.48% |
| 39 | VANGUARD INDEX FDS | $2.7M | 8544 | 0.44% |
| 40 | VANGUARD WORLD FD | $2.5M | 11320 | 0.41% |
| 41 | MGE ENERGY INC | $2.5M | 31731 | 0.39% |
| 42 | COSTCO WHOLESALE CORPORATION | $2.2M | 2226 | 0.35% |
| 43 | ISHARES TR | $2.0M | 19231 | 0.33% |
| 44 | ISHARES TR | $1.8M | 15685 | 0.28% |
| 45 | SCHWAB STRATEGIC TR | $1.8M | 57649 | 0.28% |
| 46 | TESLA INC | $1.7M | 4604 | 0.27% |
| 47 | JPMORGAN CHASE & CO | $1.5M | 5149 | 0.24% |
| 48 | LAM RESEARCH CORP | $1.5M | 6945 | 0.24% |
| 49 | VANGUARD WORLD FD | $1.4M | 2050 | 0.23% |
| 50 | ISHARES TR | $1.4M | 9768 | 0.22% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.