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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $23.5M | 35947 | 21.06% |
| 2 | ISHARES TR | $8.1M | 81112 | 7.22% |
| 3 | ISHARES TR | $7.4M | 82224 | 6.68% |
| 4 | APPLE INC | $6.2M | 24270 | 5.52% |
| 5 | WISDOMTREE TR | $6.1M | 137147 | 5.44% |
| 6 | WISDOMTREE TR | $5.9M | 110009 | 5.27% |
| 7 | ISHARES INC | $5.1M | 73634 | 4.61% |
| 8 | ISHARES TR | $4.2M | 33978 | 3.79% |
| 9 | ISHARES TR | $4.1M | 28961 | 3.70% |
| 10 | ISHARES TR | $3.9M | 57983 | 3.51% |
| 11 | WISDOMTREE TR | $3.7M | 83537 | 3.31% |
| 12 | WISDOMTREE TR | $3.3M | 35283 | 3.00% |
| 13 | STATE STR SPDR S&P 500 ETF T | $3.3M | 5105 | 2.98% |
| 14 | ISHARES TR | $2.9M | 26758 | 2.62% |
| 15 | META PLATFORMS INC | $2.5M | 4317 | 2.22% |
| 16 | NVIDIA CORPORATION | $2.4M | 14002 | 2.19% |
| 17 | MICROSOFT CORP | $1.7M | 4529 | 1.50% |
| 18 | SPDR INDEX SHS FDS | $1.6M | 35864 | 1.47% |
| 19 | ISHARES TR | $1.6M | 14710 | 1.40% |
| 20 | UNITED PARCEL SVCS INC | $1.4M | 14397 | 1.27% |
| 21 | SPDR GOLD TR | $1.3M | 3056 | 1.18% |
| 22 | JPMORGAN CHASE & CO | $1.3M | 4407 | 1.16% |
| 23 | WISDOMTREE TR | $1.2M | 24464 | 1.11% |
| 24 | ISHARES TR | $1.1M | 22547 | 1.03% |
| 25 | ISHARES TR | $1.1M | 13884 | 0.99% |
| 26 | ISHARES TR | $1.0M | 2364 | 0.90% |
| 27 | SPDR INDEX SHS FDS | $987K | 21050 | 0.89% |
| 28 | WISDOMTREE TR | $840K | 18456 | 0.75% |
| 29 | EXXON MOBIL CORP | $508K | 2997 | 0.46% |
| 30 | ALPHABET INC | $476K | 1654 | 0.43% |
| 31 | SELECT SECTOR SPDR TR | $465K | 3498 | 0.42% |
| 32 | QXO INC | $450K | 23165 | 0.40% |
| 33 | AMAZON COM INC | $319K | 1531 | 0.29% |
| 34 | ISHARES TR | $303K | 3231 | 0.27% |
| 35 | CONSOLIDATED EDISON INC | $269K | 2374 | 0.24% |
| 36 | ISHARES TR | $251K | 5929 | 0.23% |
| 37 | ISHARES TR | $237K | 1954 | 0.21% |
| 38 | VANGUARD WHITEHALL FDS | $227K | 1533 | 0.20% |
| 39 | INVESCO MUNICIPAL TRUST | $108K | 11308 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.