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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $9.2M | 301309 | 7.24% |
| 2 | CAPITAL GROUP DIVIDEND VALUE | $8.9M | 208949 | 6.96% |
| 3 | FIRST TR EXCHANGE TRADED FD | $8.2M | 119382 | 6.39% |
| 4 | SCHWAB STRATEGIC TR | $8.1M | 279546 | 6.38% |
| 5 | FIRST TR EXCHNG TRADED FD VI | $7.8M | 231696 | 6.13% |
| 6 | CAPITAL GROUP GROWTH ETF | $7.3M | 182371 | 5.74% |
| 7 | FIRST TR EXCHANGE TRADED FD | $6.0M | 150973 | 4.66% |
| 8 | CAPITAL GRP FIXED INCM ETF T | $4.8M | 177410 | 3.78% |
| 9 | ISHARES GOLD TR | $4.5M | 51317 | 3.54% |
| 10 | FIDELITY COVINGTON TRUST | $4.4M | 117222 | 3.42% |
| 11 | ISHARES INC | $4.3M | 62081 | 3.37% |
| 12 | CAPITAL GRP FIXED INCM ETF T | $4.1M | 183017 | 3.20% |
| 13 | J P MORGAN EXCHANGE TRADED F | $3.5M | 74805 | 2.76% |
| 14 | VICTORY PORTFOLIOS II | $3.5M | 73677 | 2.71% |
| 15 | ISHARES TR | $3.3M | 5103 | 2.61% |
| 16 | ISHARES TR | $2.9M | 67247 | 2.24% |
| 17 | CAPITAL GROUP NEW GEOGRAPHY | $2.8M | 87479 | 2.16% |
| 18 | FIRST TR EXCHANGE-TRADED FD | $2.4M | 40397 | 1.89% |
| 19 | DIMENSIONAL ETF TRUST | $2.4M | 33556 | 1.87% |
| 20 | SCHWAB STRATEGIC TR | $2.4M | 101998 | 1.86% |
| 21 | FIRST TR EXCH TRADED FD III | $2.0M | 99453 | 1.56% |
| 22 | FIRST TR EXCHANGE-TRADED FD | $1.8M | 86503 | 1.38% |
| 23 | CAPITAL GRP FIXED INCM ETF T | $1.7M | 61681 | 1.31% |
| 24 | ISHARES TR | $1.6M | 4499 | 1.26% |
| 25 | CAPITAL GROUP INTL FOCUS EQT | $1.5M | 50912 | 1.18% |
| 26 | CAPITAL GROUP CORE BALANCED | $1.5M | 43245 | 1.17% |
| 27 | FIRST TR EXCHNG TRADED FD VI | $1.2M | 21184 | 0.93% |
| 28 | INVESCO EXCHANGE TRADED FD T | $1.2M | 11246 | 0.91% |
| 29 | SCHWAB STRATEGIC TR | $1.1M | 43313 | 0.87% |
| 30 | CAPITAL GRP FIXED INCM ETF T | $916K | 34879 | 0.72% |
| 31 | ISHARES TR | $741K | 6710 | 0.58% |
| 32 | ROCKWELL AUTOMATION INC | $730K | 2034 | 0.57% |
| 33 | MICROSOFT CORP | $694K | 1875 | 0.54% |
| 34 | CHEVRON CORPORATION | $577K | 2788 | 0.45% |
| 35 | JPMORGAN CHASE & CO | $572K | 1946 | 0.45% |
| 36 | ISHARES TR | $532K | 10130 | 0.42% |
| 37 | SCHWAB STRATEGIC TR | $515K | 20500 | 0.40% |
| 38 | APPLE INC | $508K | 2000 | 0.40% |
| 39 | CAPITAL GRP FIXED INCM ETF T | $495K | 19531 | 0.39% |
| 40 | SPDR INDEX SHS FDS | $458K | 10031 | 0.36% |
| 41 | ISHARES TR | $435K | 4095 | 0.34% |
| 42 | AMERICAN CENTY ETF TR | $409K | 3700 | 0.32% |
| 43 | SPDR SERIES TRUST | $405K | 4140 | 0.32% |
| 44 | CAPITAL GRP FIXED INCM ETF T | $404K | 15671 | 0.32% |
| 45 | ISHARES TR | $384K | 4242 | 0.30% |
| 46 | COSTCO WHOLESALE CORPORATION | $379K | 380 | 0.30% |
| 47 | SCHWAB STRATEGIC TR | $351K | 12072 | 0.27% |
| 48 | CAPITAL GROUP EQUITY ETF TR | $344K | 11725 | 0.27% |
| 49 | PARKER-HANNIFIN CORP | $327K | 366 | 0.26% |
| 50 | RTX CORPORATION | $313K | 1621 | 0.25% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.