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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $21.3M | 108514 | 11.36% |
| 2 | ISHARES TR | $20.2M | 30873 | 10.76% |
| 3 | SCHWAB STRATEGIC TR | $14.7M | 503670 | 7.83% |
| 4 | ISHARES TR | $14.6M | 161219 | 7.79% |
| 5 | VANECK ETF TRUST | $9.5M | 98218 | 5.07% |
| 6 | SIMPLIFY EXCHANGE TRADED FUN | $7.9M | 261936 | 4.22% |
| 7 | BROADCOM INC | $7.0M | 22661 | 3.74% |
| 8 | FIDELITY COVINGTON TRUST | $6.9M | 192645 | 3.70% |
| 9 | ISHARES TR | $5.6M | 74585 | 3.00% |
| 10 | INVESCO EXCHANGE TRADED FD T | $5.4M | 52043 | 2.87% |
| 11 | VANGUARD INDEX FDS | $4.0M | 18296 | 2.12% |
| 12 | ALPHABET INC | $3.8M | 13299 | 2.04% |
| 13 | ISHARES TR | $3.5M | 49438 | 1.85% |
| 14 | VANGUARD WORLD FD | $3.0M | 10979 | 1.60% |
| 15 | GLOBAL X FDS | $2.6M | 54863 | 1.37% |
| 16 | APPLE INC | $2.5M | 9817 | 1.33% |
| 17 | SPDR SERIES TRUST | $2.5M | 32549 | 1.33% |
| 18 | MICROSOFT CORP | $2.4M | 6512 | 1.29% |
| 19 | JPMORGAN CHASE & CO | $2.4M | 8055 | 1.26% |
| 20 | ABBVIE INC | $2.1M | 9812 | 1.14% |
| 21 | PNC FINL SVCS GROUP INC | $2.1M | 10013 | 1.11% |
| 22 | JANUS DETROIT STR TR | $1.9M | 36755 | 0.99% |
| 23 | CHEVRON CORPORATION | $1.8M | 8534 | 0.94% |
| 24 | DEERE & CO | $1.6M | 2888 | 0.87% |
| 25 | FIRST TR EXCHANGE-TRADED FD | $1.6M | 45098 | 0.84% |
| 26 | J P MORGAN EXCHANGE TRADED F | $1.5M | 30592 | 0.83% |
| 27 | AMAZON COM INC | $1.4M | 6925 | 0.77% |
| 28 | WALMART INC | $1.4M | 11395 | 0.76% |
| 29 | BROADCOM INCPUT | $1.2M | 4000 | 0.66% |
| 30 | TERADYNE INC | $1.2M | 4140 | 0.65% |
| 31 | XCEL ENERGY INC | $1.1M | 13937 | 0.59% |
| 32 | AIR PRODUCTS AND CHEMICALS I | $1.1M | 3679 | 0.57% |
| 33 | CISCO SYS INC | $1.1M | 13734 | 0.57% |
| 34 | CAPITAL ONE FINL CORP | $907K | 4973 | 0.48% |
| 35 | JANUS DETROIT STR TR | $835K | 18494 | 0.45% |
| 36 | CONOCOPHILLIPS | $816K | 6183 | 0.44% |
| 37 | SLB LIMITED | $801K | 15600 | 0.43% |
| 38 | DUKE ENERGY CORP NEW | $792K | 6052 | 0.42% |
| 39 | VERIZON COMMUNICATIONS INC | $774K | 15433 | 0.41% |
| 40 | HOME DEPOT INC | $753K | 2290 | 0.40% |
| 41 | VANGUARD WHITEHALL FDS | $751K | 7979 | 0.40% |
| 42 | VISA INC | $741K | 2454 | 0.40% |
| 43 | META PLATFORMS INC | $732K | 1280 | 0.39% |
| 44 | KROGER CO | $715K | 9884 | 0.38% |
| 45 | J P MORGAN EXCHANGE TRADED F | $657K | 12893 | 0.35% |
| 46 | ISHARES TR | $652K | 6149 | 0.35% |
| 47 | ISHARES TR | $644K | 6050 | 0.34% |
| 48 | VANGUARD MUN BD FDS | $628K | 12602 | 0.34% |
| 49 | BOEING CO | $612K | 3078 | 0.33% |
| 50 | BERKSHIRE HATHAWAY INC DEL | $609K | 1272 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.