13F HOLDINGS REPORT

United Financial Planning Group LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0002088337-26-000002

Total Value

$164.8M

Positions

487

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (487)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD VALUE ETF	922908744	155,169	$29.6M	17.98%
2	VANGUARD GROWTH ETF	922908736	58,192	$28.4M	17.22%
3	VANGUARD FTSE DEVELOPED MARKETS ETF	921943858	417,953	$26.1M	15.84%
4	ISHARES CORE S&P MID CAP ETF	464287507	126,709	$8.4M	5.07%
5	ISHARES CORE S&P SMALL CAP ETF	464287804	56,717	$6.8M	4.14%
6	ISHARES CORE MSCI EMERGING ETF	46434G103	100,808	$6.8M	4.11%
7	VANGUARD REAL ESTATE ETF	922908553	62,007	$5.5M	3.33%
8	VANGUARD TOTAL INTERNATIONAL BND ETF	92203J407	101,529	$4.9M	2.98%
9	VANGUARD MID CAP ETF	922908629	13,300	$3.9M	2.34%
10	VANGUARD SHORT-TERM BOND ETF	921937827	48,441	$3.8M	2.32%
11	VANGUARD TOTAL STOCK MARKET ETF	922908769	6,733	$2.3M	1.37%
12	ISHARES TR IS 1-5 YR IN GR CR BD ETF	464288646	42,168	$2.2M	1.35%
13	APPLE INC	AAPL	7,817	$2.1M	1.29%
14	VANGUARD TOTAL INTERNATIONAL STK ETF	921909768	27,116	$2.0M	1.24%
15	VANGUARD SMALL CAP ETF	922908751	7,759	$2.0M	1.21%
16	ISHARES CORE MSCI INTRL DVLP MKT ETF	46435G326	23,905	$2.0M	1.20%
17	VANGUARD FTSE EMERGING MARKETS ETF	922042858	29,694	$1.6M	0.97%
18	SPDR S&P 500 ETF	SPY	1,692	$1.2M	0.70%
19	VANGUARD INTERMEDIATE TERM BOND ETF	921937819	14,672	$1.1M	0.69%
20	SPDR GOLD SHARES ETF	GLD	2,694	$1.1M	0.65%
21	ISHARES SILVER TRUST ETF	SLV	16,147	$1.0M	0.63%
22	WALMART INC	WMT	9,254	$1.0M	0.63%
23	NVIDIA CORP	NVDA	5,067	$945,040	0.57%
24	MICROSOFT CORP	MSFT	1,685	$814,900	0.49%
25	VANGUARD S&P 500 ETF	922908363	1,285	$805,700	0.49%
26	CONSOLIDATED EDISON INC	ED	8,081	$802,633	0.49%
27	BARRICK MNG CORP F	06849F108	18,324	$798,010	0.48%
28	VANGUARD TOTAL BOND MARKET ETF	921937835	10,171	$753,341	0.46%
29	NEWMONT CORP	NEMCL	7,441	$743,003	0.45%
30	BROADCOM INC	AVGO	1,518	$525,506	0.32%
31	VANGUARD HIGH DIVIDEND YIELD ETF	921946406	3,635	$521,695	0.32%
32	ORACLE CORP	ORCL-PD	2,420	$471,682	0.29%
33	BERKSHIRE HATHAWAY CLASS CLASS B	BRK-A	906	$455,401	0.28%
34	MOODYS CORP	MCO	836	$427,071	0.26%
35	ALPHABET INC CLASS A	GOOG	1,335	$417,795	0.25%
36	VISA INC CLASS A	V	1,180	$413,689	0.25%
37	AMAZON.COM INC	AMZN	1,606	$370,697	0.22%
38	ISHARES RUSSELL 1000 VALUE ETF	464287598	1,757	$369,567	0.22%
39	JPMORGAN CHASE & CO	VYLD	1,075	$346,359	0.21%
40	VANGUARD DIVIDEND APPRECIATION ETF	921908844	1,508	$331,394	0.20%
41	ALPHABET INC CLASS C	GOOG	1,025	$321,584	0.20%
42	VANGUARD UTILITIES ETF	92204A876	1,691	$312,903	0.19%
43	VANGUARD LONG-TERM BOND ETF	921937793	4,290	$298,222	0.18%
44	STATE STRET ENRGY SLECT SEC SPDR ETF	81369Y506	6,626	$296,252	0.18%
45	SCHWAB US AGGREGATE BOND ETF	808524839	12,581	$294,027	0.18%
46	EXXON MOBIL CORP	XOM	2,411	$290,140	0.18%
47	INVSC QQQ TRUST SRS 1 ETF	IVZ	467	$286,883	0.17%
48	ISHARES CORE S&P 500 ETF	464287200	396	$271,503	0.16%
49	META PLATFORMS INC CLASS A	META	391	$258,095	0.16%
50	MCDONALDS CORP	MCD	814	$248,743	0.15%
51	ABBVIE INC	ABBV	1,083	$247,482	0.15%
52	TESLA INC	TSLA	518	$232,955	0.14%
53	VANGUARD SHORT TERM COR BD ETF	92206C409	2,785	$222,083	0.13%
54	ISHARES IBOXX INVT GRADE BOND ETF	464287242	1,947	$214,561	0.13%
55	IBM CORP	INTR	648	$191,944	0.12%
56	MOTOROLA SOLUTIONS INC	MSI	493	$188,977	0.11%
57	FEDEX CORP	FDX	634	$183,166	0.11%
58	ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS	INGVF	6,330	$177,240	0.11%
59	AGNICO EAGLE MINES LTD F	AEM	1,010	$171,225	0.10%
60	HOME DEPOT INC	HD	468	$161,084	0.10%
61	FIDELITY WISE ORIGIN BITCOIN FUND	FBTC	2,074	$158,101	0.10%
62	ISHARES CORE MSCI EAFE ETF	46432F842	1,669	$149,309	0.09%
63	VANGUARD LARGE CAP ETF	922908637	461	$145,123	0.09%
64	BOEING CO	BA-PA	612	$132,843	0.08%
65	QUALCOMM INC	QCOM	680	$116,314	0.07%
66	CALAMOS CONVERTIBLE AND	12811P108	10,000	$113,100	0.07%
67	ISHARES MSCI GLL MET MIN PROD ETF	46434G848	2,057	$105,625	0.06%
68	MORGAN STANLEY	MS-PQ	588	$104,388	0.06%
69	GOLDMAN SACHS GROUP INC	GSCE	117	$102,843	0.06%
70	ISHARES BIOTECHNOLOGY ETF	464287556	558	$94,174	0.06%
71	PFIZER INC	PFE	3,526	$87,797	0.05%
72	BLACKSTONE INC	BX	560	$86,318	0.05%
73	ISHARES MSCI EAFE ETF	464287465	841	$80,761	0.05%
74	VANGUARD EXTENDED MARKET ETF	922908652	353	$73,819	0.04%
75	BANK OF AMERICA CORP	060505104	1,278	$70,290	0.04%
76	CATERPILLAR INC	CAT	122	$70,120	0.04%
77	SCHWAB US LARGE CAP GROWTH ETF	808524300	2,120	$69,171	0.04%
78	S&P GLOBAL INC	SPGI	132	$68,982	0.04%
79	SPDR BLOOMBG INTL TRY BD ETF	78464A516	3,042	$68,534	0.04%
80	INVSC S P GLOBAL WATER INDEX ETF	IVZ	1,060	$66,808	0.04%
81	LINDE PLC F	LIN	154	$65,664	0.04%
82	NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS	NVSEF	473	$65,213	0.04%
83	SEAGATE TECHNOLOGY H F	SE	236	$64,992	0.04%
84	COLGATE PALMOLIVE CO	CL	815	$64,401	0.04%
85	SCHWAB US LARGE CAP VALUE ETF	808524409	2,107	$62,384	0.04%
86	ACCENTURE PLC IRELAND F CLASS A	ACN	207	$55,538	0.03%
87	PEPSICO INC	PEP	382	$54,825	0.03%
88	ISHARES RUSSELL 2000 ETF	464287655	213	$52,432	0.03%
89	FS SPECIALTY LENDING	644323107	3,651	$51,625	0.03%
90	DISNEY WALT CO	254687106	449	$51,083	0.03%
91	INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF	IVZ	2,167	$50,256	0.03%
92	STATE STRET TEC SELECT SEC SPDR ETF	81369Y803	349	$50,178	0.03%
93	TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS	874039100	159	$48,319	0.03%
94	D R HORTON INC	23331A109	333	$47,962	0.03%
95	JOHNSON & JOHNSON	JNJ	230	$47,599	0.03%
96	ON HLDG AG F CLASS A	H5919C104	1,000	$46,480	0.03%
97	VANGUARD GLBAL EX US REAL ESTATE ETF	922042676	1,000	$45,848	0.03%
98	MERCK & CO. INC.	MRK	422	$44,420	0.03%
99	ELI LILLY AND CO	LLY	39	$41,913	0.03%
100	VANGUARD INFORMATION TECHNOLOGY ETF	92204A702	55	$41,458	0.03%
101	SMARTSTOP SELF STORAGE R	83192D402	1,337	$41,367	0.03%
102	ISHARES ESG AWARE MSCI USA ETF	46435G425	270	$40,248	0.02%
103	COMCAST CORP NEW TRADES WITH DUE BILLS	CCZ	1,317	$39,378	0.02%
104	PALANTIR TECHNOLOGIES IN CLASS CLASS A	PLTR	221	$39,283	0.02%
105	VANGUARD INTERMEDIATE TERM COR ETF	92206C870	464	$38,841	0.02%
106	US BANCORP DEL	USB-PS	713	$38,046	0.02%
107	ISHARES US MEDICAL DEVICES ETF	464288810	600	$37,290	0.02%
108	HARTFORD INS GROUP INC	HIG-PG	257	$35,415	0.02%
109	VGRD FTSE ALL WRLD EX US SML CAP ETF	922042718	244	$34,916	0.02%
110	ISHARES MSCI AGRI PRODUCERS ETF	464286350	897	$34,595	0.02%
111	NETFLIX INC	NFLX	350	$32,816	0.02%
112	SILA RLTY TR INC REIT	SILA	1,380	$32,168	0.02%
113	CHEVRON CORP NEW	CVX	203	$30,939	0.02%
114	PROCTER & GAMBLE CO	742718109	206	$29,522	0.02%
115	LOCKHEED MARTIN CORP	LMT	61	$29,504	0.02%
116	LOWES COS INC	548661107	122	$29,422	0.02%
117	NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS	NONOF	538	$27,373	0.02%
118	BLACKROCK ENHANCED EQUIT	BLK	2,847	$26,990	0.02%
119	GE AEROSPACE	369604301	86	$26,510	0.02%
120	STARBUCKS CORP	SBUX	311	$26,189	0.02%
121	STRYKER CORP	SYK	74	$26,009	0.02%
122	ST STRT SPDR PRTL S&P 500 GRW ETF IV	78464A409	242	$25,821	0.02%
123	ISHARES CORE MSCI TOTL INTL STCK ETF	46432F834	294	$24,845	0.02%
124	AMGEN INC	AMGN	75	$24,500	0.01%
125	DYNATRACE INC	DT	553	$23,967	0.01%
126	BLACKROCK MUNIYIELD NY Q	BLK	2,382	$23,606	0.01%
127	MEDTRONIC PLC F	MDT	245	$23,535	0.01%
128	CHARLES SCHWAB US MC ETF	808524508	781	$23,483	0.01%
129	ISHARES S&P SMALL CAP 600 ETF	464287879	199	$22,630	0.01%
130	ITT INC	ITT	130	$22,556	0.01%
131	SHOPIFY INC F CLASS A	SHOP	140	$22,536	0.01%
132	SPOTIFY TECHNOLOGY S A F	SPOT	38	$22,067	0.01%
133	BLACKROCK INC NEW	BLK	20	$21,407	0.01%
134	THE COCA-COLA CO	KO	302	$21,098	0.01%
135	AUTODESK INC	ADSK	71	$21,017	0.01%
136	CISCO SYS INC	CSCO	267	$20,567	0.01%
137	ANALOG DEVICES INC	ADI	75	$20,340	0.01%
138	ISHARES BRD USD INV GRD CORP BD ETF	464288620	392	$20,315	0.01%
139	BLACKROCK MUNIHOLDINGS N	BLK	1,980	$20,255	0.01%
140	INTERCONTINENTAL EXCHANG	45866F104	122	$19,759	0.01%
141	PHILIP MORRIS INTL INC	718172109	123	$19,729	0.01%
142	PULTEGROUP INC	745867101	168	$19,700	0.01%
143	SALESFORCE INC	CRM	74	$19,603	0.01%
144	ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS	ASMLF	18	$19,257	0.01%
145	SPDR DOW JONES INDUSTRIAL AVRG ETF	78467X109	40	$19,223	0.01%
146	ISHARES S&P 100 ETF	464287101	56	$19,206	0.01%
147	SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS	SE	149	$19,008	0.01%
148	MASTERCARD INC CLASS CLASS A	MA	33	$18,839	0.01%
149	CIENA CORP	CIEN	78	$18,242	0.01%
150	NORTHROP GRUMMAN CORP	NOC	31	$17,900	0.01%
151	MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS	606822104	738	$17,882	0.01%
152	VANGUARD MEGA CAP GROWTH ETF	921910816	43	$17,728	0.01%
153	CARDINAL HEALTH INC	CAH	86	$17,673	0.01%
154	STE STRT FINCL SLCT SECTOR SPDR ETF	81369Y605	312	$17,105	0.01%
155	FLUSHING FINL CORP	343873105	1,125	$17,066	0.01%
156	ADVANCED MICRO DEVIC	AMD	79	$16,919	0.01%
157	SERVICENOW INC	NOW	110	$16,851	0.01%
158	VALERO ENERGY CORP NEW	VLO	103	$16,767	0.01%
159	NEXTERA ENERGY INC	NEE-PW	205	$16,457	0.01%
160	SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS	SAPGF	66	$16,032	0.01%
161	EMERALD HLDG INC	EEX	3,551	$15,873	0.01%
162	ISHARES ESG AWARE MSCI EAFE ETF	46435G516	166	$15,780	0.01%
163	TE CONNECTIVITY PLC F	TEL	69	$15,698	0.01%
164	VANGUARD MID CAP GROWTH ETF	922908538	56	$15,563	0.01%
165	STE SRT CNSR STPLS SLCT SEC SPDR ETF	81369Y308	200	$15,536	0.01%
166	COSTCO WHSL CORP NEW	22160K105	18	$15,522	0.01%
167	STATE STRT INDSTL SLCT SCTR SPDR ETF	81369Y704	100	$15,512	0.01%
168	APPLOVIN CORP CLASS A	APP	22	$14,824	0.01%
169	INTERNTNL PAPER CO	460146103	365	$14,361	0.01%
170	INVESCO S&P 500 LOW VOLATILITY ETF	IVZ	200	$14,284	0.01%
171	ISHARES MBS ETF	464288588	149	$14,230	0.01%
172	STATE STREET SPDR S&P DIV ETF	78464A763	100	$13,916	0.01%
173	J P MORGAN NASDAQ EQT PRM INC ETF	46641Q332	236	$13,716	0.01%
174	AT&T INC	T-PC	533	$13,247	0.01%
175	HOWMET AEROSPACE INC	HWM	63	$12,916	0.01%
176	UNUSUAL WHALES SUB DEMO TRAD ETF	886364181	276	$12,576	0.01%
177	ISHARES MSCI USA MOMNTUM FCT ETF	46432F396	50	$12,516	0.01%
178	ARCH CAPITAL GROUP LTD F	G0450A105	130	$12,470	0.01%
179	ISHARES GOLD ETF	IAU	152	$12,338	0.01%
180	NU HLDGS LTD F CLASS CLASS A	NU	719	$12,036	0.01%
181	ST STRT SPDR PRTFL INTDT TM TSRY ETF	78464A672	416	$12,004	0.01%
182	ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS	AZN	127	$11,675	0.01%
183	CAPITAL ONE FINL CORP	14040H105	48	$11,633	0.01%
184	CANADIAN PACIFIC KAN F	CP	157	$11,560	0.01%
185	ST STRET SPDR PRTFL S&P 600 S C ETF	78468R853	245	$11,481	0.01%
186	VANGUARD SMALL CAP VALUE ETF	922908611	54	$11,455	0.01%
187	ROCKET COMPANIES CLA A CLASS A	77311W101	590	$11,422	0.01%
188	ABBOTT LABS	ABLZF	91	$11,401	0.01%
189	UBS GROUP AG F	UBS	244	$11,300	0.01%
190	ROCKWELL AUTOMATION INC	ROK	29	$11,283	0.01%
191	JOHNSON CONTROLS INT F	G51502105	93	$11,137	0.01%
192	MONSTER BEVERAGE CORP NE	MNST	145	$11,117	0.01%
193	MARATHON PETE CORP	MARA	68	$11,059	0.01%
194	CSX CORP	CSX	300	$10,875	0.01%
195	MANULIFE FINL CORP F	56501R106	299	$10,848	0.01%
196	HASBRO INC	HAS	132	$10,824	0.01%
197	WELLS FARGO & CO	949746101	115	$10,718	0.01%
198	COUPANG INC CLASS CLASS A	CPNG	454	$10,710	0.01%
199	ACADIA RLTY TR REIT	004239109	521	$10,701	0.01%
200	TRAVELERS COS INC	TRV	36	$10,442	0.01%
201	MICRON TECHNOLOGY INC	MU	36	$10,275	0.01%
202	DEERE & CO	DE	22	$10,243	0.01%
203	FLEX LTD F	FLEX	168	$10,151	0.01%
204	PALO ALTO NETWORKS INC	PANW	55	$10,131	0.01%
205	ISHARES S&P 500 GROWTH ETF	464287309	82	$10,107	0.01%
206	SCHWAB US BROAD MARKET ETF	808524102	379	$9,951	0.01%
207	ICICI BK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS	IBN	329	$9,804	0.01%
208	FERGUSON ENTERPRISES INC	FERG	44	$9,796	0.01%
209	METLIFE INC	MET-PF	122	$9,631	0.01%
210	ARES CAP CORP EQUITY CLASS EQUITY	ARCC	465	$9,407	0.01%
211	SCHWAB US SMALL CAP ETF	808524607	325	$9,261	0.01%
212	ISHARES RUSSELL MID CAP GROWTH ETF	464287481	66	$9,038	0.01%
213	ST STRET SPDR PRTFL S T CRPRT ETF IV	78464A474	296	$8,940	0.01%
214	SS&C TECHNOLOGIES HLDGS	SSNC	102	$8,917	0.01%
215	ISHARES S&P 500 VALUE ETF	464287408	42	$8,907	0.01%
216	WILLIAMS COS INC	969457100	147	$8,836	0.01%
217	WESCO INTL INC	95082P105	36	$8,807	0.01%
218	VANGUARD MID CAP VALUE ETF	922908512	49	$8,691	0.01%
219	TEXAS INSTRS INC	882508104	50	$8,675	0.01%
220	COINBASE GLOBAL INC CLASS CLASS A	COIN	38	$8,593	0.01%
221	GE VERNOVA INC	GEV	13	$8,496	0.01%
222	ISHARES GLOBAL CLEAN ENERGY ETF	464288224	513	$8,423	0.01%
223	TRANE TECHNOLOGIES PLC F	TT	21	$8,173	0.00%
224	MERCADOLIBRE INC	MELI	4	$8,057	0.00%
225	ISHARES MSCI USA QLTY FACT ETF	46432F339	40	$7,945	0.00%
226	ISHARES US TREASURY BOND ETF	46429B267	340	$7,836	0.00%
227	VANGUARD FTSE ALL WORLD EX US ETF	922042775	105	$7,693	0.00%
228	VERALTO CORP	VLTO	77	$7,683	0.00%
229	CAMECO CORP F	CCJ	83	$7,594	0.00%
230	MONDELEZ INTL INC CLASS A	609207105	141	$7,590	0.00%
231	WESTERN DIGITAL CORP	WDC	44	$7,580	0.00%
232	CHARLES SCHWAB CORP	SCHW-PJ	75	$7,493	0.00%
233	APTIV PLC NEW F	APTV	98	$7,457	0.00%
234	ISHARES MSCI EAFE SMALL CAP ETF	464288273	95	$7,387	0.00%
235	ISHARES S&P SMLL CAP 600 GRTH ETF	464287887	52	$7,340	0.00%
236	INTUIT	INTU	11	$7,287	0.00%
237	VERTEX PHARMACEUTICALS I	VRTX	16	$7,254	0.00%
238	SNOWFLAKE INC CLASS CLASS A	SNOW	33	$7,239	0.00%
239	PRUDENTIAL FINL INC	PUKPF	64	$7,224	0.00%
240	SHAKE SHACK INC CLASS CLASS A	SHAK	88	$7,143	0.00%
241	AON PLC F CLASS CLASS A	AON	20	$7,058	0.00%
242	VERIZON COMMUNICATIONS I	VZ	173	$7,046	0.00%
243	FERRARI N V NEW F	RACE	19	$7,022	0.00%
244	WASTE CONNECTIONS INC F	WCN	39	$6,839	0.00%
245	TKO GROUP HLDGS INC CLASS A	TKO	32	$6,688	0.00%
246	AIR PRODS & CHEMS INC	AIIR	27	$6,670	0.00%
247	ELEVANCE HEALTH INC	ELV	19	$6,660	0.00%
248	TRANSDIGM GROUP INC	TDG	5	$6,649	0.00%
249	CANADIAN NAT RES LTD F	136385101	196	$6,635	0.00%
250	AECOM	ACM	68	$6,482	0.00%
251	MONOLITHIC PWR SYS INC	609839105	7	$6,345	0.00%
252	VANGUARD SMALL CAP GROWTH ETF	922908595	21	$6,344	0.00%
253	ISHARES CORE DIVIDEND GROWTH ETF	46434V621	90	$6,248	0.00%
254	GENERAL DYNAMICS CORP	GD	18	$6,060	0.00%
255	PNC FINL SERVICES	693475105	29	$6,053	0.00%
256	INTEL CORP	INTC	159	$5,883	0.00%
257	BROOKFIELD CORP F CLASS A	11271J107	127	$5,828	0.00%
258	ISHARES RUSSELL 1000 GROWTH ETF	464287614	12	$5,680	0.00%
259	AUTOMATIC DATA PROCESSIN	ADP	22	$5,659	0.00%
260	O REILLY AUTOMOTIVE INC	67103H107	60	$5,473	0.00%
261	VIRTUS REAVES UTLY	26923G806	69	$5,448	0.00%
262	STE STRT COMTN SR SLCT SCTR SPDR ETF	81369Y852	46	$5,441	0.00%
263	VICI PPTYS INC REIT	925652109	193	$5,427	0.00%
264	EATON CORP PLC F	ETN	17	$5,415	0.00%
265	ROSS STORES INC	ROST	30	$5,404	0.00%
266	REGENERON PHARMACEUTICAL	REGN	7	$5,403	0.00%
267	INVSC S P 500 EQUAL WEIGHT ETF	IVZ	27	$5,172	0.00%
268	MONDAY COM LTD F	MNDY	35	$5,165	0.00%
269	PPL CORP	PPLC	147	$5,148	0.00%
270	RENTOKIL INITIAL PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS	RKLIF	174	$5,126	0.00%
271	HUMANA INC	HUM	20	$5,123	0.00%
272	INTUITIVE SURGICAL INC	ISRG	9	$5,097	0.00%
273	SEMPRA	SREA	57	$5,033	0.00%
274	UNITEDHEALTH GROUP INC	UNH	15	$4,952	0.00%
275	STATE STREET SPDR S&P BIOTCH ETF	78464A870	40	$4,910	0.00%
276	AVALONBAY CMNTYS INC REIT	AWX	26	$4,714	0.00%
277	CME GROUP INC CLASS CLASS A	CME	17	$4,642	0.00%
278	SCHWAB US LARGE CAP ETF	808524201	169	$4,535	0.00%
279	WEBSTER FINL CORP	947890109	70	$4,406	0.00%
280	CORTEVA INC	CTVA	65	$4,357	0.00%
281	AMPLIFY DIGITAL PAYMENTS ETF	26923G107	83	$4,338	0.00%
282	NORFOLK SOUTHN CORP	655844108	15	$4,331	0.00%
283	ISHARES CORE UNIVERSAL USD BOND ETF	46434V613	93	$4,328	0.00%
284	GARTNER INC	IT	17	$4,289	0.00%
285	AFLAC INC	AFL	38	$4,190	0.00%
286	TARGA RES CORP	TRGP	22	$4,059	0.00%
287	WEC ENERGY GROUP INC	WEC	38	$4,007	0.00%
288	PAYCHEX INC	PAYX	35	$3,926	0.00%
289	CORNING INC	GLW	43	$3,765	0.00%
290	CENCORA INC CLASS SERIES A	COR	11	$3,715	0.00%
291	MARSH & MCLENNAN COS INC	571748102	20	$3,710	0.00%
292	KLA CORP	KLAC	3	$3,645	0.00%
293	SCHWAB SHORT TERM US TREASURY ETF	808524862	147	$3,582	0.00%
294	ADOBE INC	ADBE	10	$3,500	0.00%
295	ISHARES 20 PLS YEAR TREASURY BND ETF	464287432	40	$3,486	0.00%
296	ILLINOIS TOOL WKS INC	452308109	14	$3,448	0.00%
297	AUTOZONE INC	AZO	1	$3,392	0.00%
298	WARNER BROS DISCOVERY IN	WBD	117	$3,372	0.00%
299	VIATRIS INC	VTRS	268	$3,337	0.00%
300	CROWDSTRIKE HLDGS INC CLASS A	CRWD	7	$3,281	0.00%
301	EXPEDITORS INTL WASH INC CLASS CLASS A	302130109	22	$3,278	0.00%
302	LAM RESH CORP	LRCX	19	$3,252	0.00%
303	MICROCHIP TECHNOLOGY INC	MCHPP	50	$3,186	0.00%
304	APOLLO GLOBAL MGMT INC N CLASS CLASS A	03769M106	22	$3,185	0.00%
305	ISHS MSCI INTL QUALITY FACT ETF	46434V456	70	$3,182	0.00%
306	RTX CORP	RTX	17	$3,118	0.00%
307	KYNDRYL HLDGS INC	KD	117	$3,108	0.00%
308	CARNIVAL CORP F	CUKPF	100	$3,054	0.00%
309	PAYCOM SOFTWARE INC	PAYC	19	$3,028	0.00%
310	ZOETIS INC CLASS CLASS A	ZTS	24	$3,020	0.00%
311	ISHARES MSCI EAFE VALUE ETF	464288877	42	$2,999	0.00%
312	DARDEN RESTAURANTS INC	DRI	16	$2,944	0.00%
313	DELL TECHNOLOGIES INC CLASS CLASS C	DELL	23	$2,895	0.00%
314	UBER TECHNOLOGIES INC	UBER	35	$2,860	0.00%
315	KINDER MORGAN INC DEL	EP-PC	101	$2,776	0.00%
316	SEI INVTS CO	784117103	33	$2,707	0.00%
317	QNITY ELECTRONICS INC	Q	33	$2,694	0.00%
318	DUPONT DE NEMOURS INC	DD	66	$2,653	0.00%
319	ARISTA NETWORKS INC	ANET	20	$2,621	0.00%
320	INSMED INC	INSM	15	$2,611	0.00%
321	YUM BRANDS INC	YUM	17	$2,572	0.00%
322	ISHS US EQTY FACTR ROTATN ACT ETF	BLK	42	$2,554	0.00%
323	AMPHENOL CORP NEW CLASS CLASS A	032095101	18	$2,433	0.00%
324	3M CO	MMM	15	$2,402	0.00%
325	CONOCOPHILLIPS	COP	25	$2,340	0.00%
326	ONEOK INC NEW	OKE	31	$2,279	0.00%
327	ROBLOX CORP CLASS A	RBLX	28	$2,269	0.00%
328	CELSIUS HLDGS INC	CELH	48	$2,196	0.00%
329	ROKU INC CLASS A	ROKU	20	$2,170	0.00%
330	FASTENAL CO	FAST	53	$2,127	0.00%
331	UNION PAC CORP	UNP	9	$2,082	0.00%
332	HILTON WORLDWIDE HLDGS I	HLT	7	$2,011	0.00%
333	CITIGROUP INC	C-PR	17	$1,984	0.00%
334	VANGUARD INTER-TERM TREAS INDEX FD	92206C706	33	$1,978	0.00%
335	RIVIAN AUTOMOTIVE INC CLASS CLASS A	RIVN	100	$1,971	0.00%
336	COMFORT SYS USA INC	199908104	2	$1,867	0.00%
337	SUNCOR ENERGY INC NEW F	SU	41	$1,819	0.00%
338	SBA COMMUNICATIONS CORP CLASS CLASS A	SBAC	9	$1,741	0.00%
339	ARMSTRONG WORLD INDS INC	04247X102	9	$1,720	0.00%
340	MCKESSON CORP	MCK	2	$1,641	0.00%
341	SOUNDHOUND AI INC CLASS A	SOUNW	163	$1,625	0.00%
342	MKS INC	MKSI	10	$1,598	0.00%
343	ALNYLAM PHARMACEUTICALS	ALNY	4	$1,591	0.00%
344	DOW INC	DOW	68	$1,590	0.00%
345	PERFORMANCE FOOD GROUP C	PFGC	16	$1,439	0.00%
346	GARMIN LTD F	GRMN	7	$1,420	0.00%
347	TOAST INC CLASS CLASS A	TOST	40	$1,420	0.00%
348	ROYAL CARIBBEAN GROU F	V7780T103	5	$1,395	0.00%
349	VANGUARD MORTGAGE BACKED SEC ETF	92206C771	29	$1,365	0.00%
350	XTRACKERS USD HIGH YIELD COR BND ETF	233051432	36	$1,326	0.00%
351	VERTIV HLDGS CO CLASS CLASS A	VRT	8	$1,296	0.00%
352	E L F BEAUTY INC	ELF	17	$1,293	0.00%
353	QUANTA SVCS INC	74762E102	3	$1,266	0.00%
354	TRUMP MEDIA & TECHNO	DJTWW	95	$1,258	0.00%
355	SUPER MICRO COMPUTER INC	SMCI	39	$1,142	0.00%
356	ISHARES MSCI EAFE GROWTH ETF	464288885	10	$1,139	0.00%
357	INGERSOLL RAND INC	IR	14	$1,109	0.00%
358	ANGLOGOLD ASHANTI PLC F	AU	13	$1,109	0.00%
359	SYSCO CORP	SYY	15	$1,105	0.00%
360	CDW CORP	CDW	8	$1,090	0.00%
361	ISHARES US THMATIC ROTATN ACT ETF	BLK	28	$1,080	0.00%
362	BLOCK H & R INC	BSQKZ	24	$1,046	0.00%
363	ISHARES 10-20 YEAR TSURY BOND ETF	464288653	10	$1,017	0.00%
364	NRG ENERGY INC	NRG	6	$955	0.00%
365	RESTAURANT BRANDS INTL F	76131D103	14	$955	0.00%
366	FORTREA HLDGS INC	FTRE	54	$932	0.00%
367	TJX COS INC NEW	872540109	6	$922	0.00%
368	NOKIA CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS	NOKBF	140	$906	0.00%
369	GE HEALTHCARE TECHNOLOGI	GEHC	11	$902	0.00%
370	ZSCALER INC	ZS	4	$900	0.00%
371	MARA HLDGS INC	MARA	100	$898	0.00%
372	TOPBUILD CORP	BLD	2	$834	0.00%
373	UNITED RENTALS INC	URI	1	$809	0.00%
374	MURPHY USA INC	MUSA	2	$807	0.00%
375	ISHARES US TECHNOLOGY ETF	464287721	4	$799	0.00%
376	SOPHIA GENETICS SA F	SOPH	170	$794	0.00%
377	TWIST BIOSCIENCE CORP	TWST	25	$793	0.00%
378	APPLIED MATLS INC	038222105	3	$771	0.00%
379	ISHARES FLEXIBLE INCME ACTIVE ETF	BLK	14	$739	0.00%
380	ASTERA LABS INC	ALAB	4	$665	0.00%
381	ISHARES TIPS BOND ETF	464287176	6	$659	0.00%
382	VODAFONE GROUP PLC NEW F SPONSORED ADR 1 ADR REPS 10 ORD SHS	92857W308	48	$634	0.00%
383	IONIS PHARMACEUTICALS IN	IONS	8	$633	0.00%
384	APELLIS PHARMACEUTICALS	APLS	24	$603	0.00%
385	SYLVAMO CORP	SLVM	12	$576	0.00%
386	AXON ENTERPRISE INC	AXON	1	$568	0.00%
387	MEDPACE HLDGS INC	MEDP	1	$562	0.00%
388	ROCKET LAB CORP CLASS CLASS A	RKLB	8	$558	0.00%
389	ISHARES INTERNTINL AGGRGT BND ETF	46435g672	11	$550	0.00%
390	PROSHARES BITCOIN ETF	74347G440	45	$547	0.00%
391	MOLINA HEALTHCARE INC	MOH	3	$521	0.00%
392	PUBLIC STORAGE REIT	PSA-PS	2	$519	0.00%
393	CHIPOTLE MEXICAN GRILL I	CMG	14	$518	0.00%
394	GALLAGHER ARTHUR J & CO	363576109	2	$518	0.00%
395	INVESCO PREFERRED ETF	IVZ	46	$517	0.00%
396	AST SPACEMOBILE INC CLASS A	ASTS	7	$508	0.00%
397	ISHARES AI INVATN AND TEC ACT ETF	BLK	15	$500	0.00%
398	SYNOPSYS INC	SNPS	1	$470	0.00%
399	WEATHERFORD INTL PLC F	G48833118	6	$470	0.00%
400	PACIFIC BIOSCIENCES CALI	69404D108	250	$468	0.00%
401	CORE & MAIN INC CLASS A	CNM	9	$468	0.00%
402	GINKGO BIOWORKS HLDG CLASS CLASS A	DNABW	55	$457	0.00%
403	LAS VEGAS SANDS CORP	LVS	7	$456	0.00%
404	JABIL INC	JBL	2	$456	0.00%
405	INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF	IVZ	21	$455	0.00%
406	CHURCHILL DOWNS INC	CHDN	4	$455	0.00%
407	TILRAY BRANDS INC	TLRY	50	$452	0.00%
408	SABLE OFFSHORE CORP CLASS A	SOC	50	$451	0.00%
409	VANGUARD S&P 500 GROWTH ETF	921932505	1	$445	0.00%
410	VANECK FALLEN ANGEL HIGH YLD BND ETF	92189F437	15	$440	0.00%
411	WASTE MGMT INC DEL	94106L109	2	$439	0.00%
412	VIKING HLDGS LTD F	VIK	6	$428	0.00%
413	TRAVEL PLUS LEISURE CO	894164102	6	$423	0.00%
414	CARVANA CO CLASS A	CVNA	1	$422	0.00%
415	RYAN SPECIALTY HOLDINGS CLASS A	RYAN	8	$413	0.00%
416	DATADOG INC CLASS A	DDOG	3	$408	0.00%
417	CCC INTELLIGENT SOLUTION	CCC	50	$398	0.00%
418	FTAI AVIATION LTD F	FTAIN	2	$394	0.00%
419	MARKER THERAPEUTICS INC	MRKR	250	$373	0.00%
420	SUN CMNTYS INC REIT	866674104	3	$372	0.00%
421	UDR INC REIT	UDR	10	$367	0.00%
422	DUTCH BROS INC CLASS A	BROS	6	$367	0.00%
423	PEGASYSTEMS INC	PEGA	6	$358	0.00%
424	SOMNIGROUP INTERNTNL	SGI	4	$357	0.00%
425	VIKING THERAPEUTICS INC	VKTX	10	$352	0.00%
426	SUMMIT THERAPEUTICS INC	SMMT	20	$350	0.00%
427	BWX TECHNOLOGIES INC	BWXT	2	$346	0.00%
428	BOOZ ALLEN HAMILTON HLDG CLASS CLASS A	BAH	4	$337	0.00%
429	VISTRA CORP	VST	2	$323	0.00%
430	EQT CORP	EQT	6	$322	0.00%
431	HYATT HOTELS CORP CLASS CLASS A	H	2	$321	0.00%
432	STANDARD BIOTOOLS INC	LAB	250	$320	0.00%
433	CADENCE DESIGN SYS INC	CDNS	1	$313	0.00%
434	MARRIOTT INTL INC NEW CLASS CLASS A	571903202	1	$310	0.00%
435	STRATEGY INC CLASS A	STRK	2	$304	0.00%
436	KARMAN HLDGS INC	KRMN	4	$293	0.00%
437	SEALED AIR CORP NEW	SE	7	$290	0.00%
438	ADVANCED DRAIN SYS INC D	00790R104	2	$290	0.00%
439	COGNEX CORP	CGNX	8	$288	0.00%
440	BLACKSKY TECHNOLOGY INC	BKSY-WT	15	$281	0.00%
441	BILL HOLDINGS INC	BILL	5	$273	0.00%
442	XPO INC	XPO	2	$272	0.00%
443	NORWEGIAN CRUISE LINE F	NCLH	12	$268	0.00%
444	PURE STORAGE INC CLASS CLASS A	74624M102	4	$268	0.00%
445	ANTERO MIDSTREAM CORP	AM	15	$267	0.00%
446	AVIS BUDGET GROUP INC	CAR	2	$257	0.00%
447	LAMAR ADVERTISING CO NEW REIT	LAMR	2	$253	0.00%
448	ENTEGRIS INC	ENTG	3	$253	0.00%
449	HEICO CORP NEW CLASS A	HEI-A	1	$252	0.00%
450	NEBIUS GROUP N V A F CLASS A	NBIS	3	$251	0.00%
451	GILEAD SCIENCES INC	GILD	2	$245	0.00%
452	ZEBRA TECHNOLOGIES CORP CLASS A	ZBRA	1	$243	0.00%
453	WINGSTOP INC	WING	1	$238	0.00%
454	SOLVENTUM CORP	SOLV	3	$238	0.00%
455	TETRA TECH INC NEW	TTEK	7	$235	0.00%
456	NATERA INC	NTRA	1	$229	0.00%
457	ELASTIC N V F	ESTC	3	$226	0.00%
458	CLEAR CHANNEL OUTDOOR HL	CCO	100	$221	0.00%
459	QUANTUM-SI INC CLASS A	QSIAW	200	$220	0.00%
460	PROCORE TECHNOLOGIES INC	PCOR	3	$218	0.00%
461	MASTEC INC	MTZ	1	$217	0.00%
462	WORKDAY INC CLASS A	WDAY	1	$215	0.00%
463	NETAPP INC	NTAP	2	$214	0.00%
464	FORD MTR CO DEL	345370860	16	$210	0.00%
465	CHARTER COMMUNICATIONS I CLASS A	16119P108	1	$209	0.00%
466	NCINO INC NEW	NCNO	8	$205	0.00%
467	GUIDEWIRE SOFTWARE INC	GWRE	1	$201	0.00%
468	CARDLYTICS INC	CDLX	175	$201	0.00%
469	PLUG PWR INC	PLUG	100	$197	0.00%
470	DROPBOX INC CLASS CLASS A	DBX	7	$195	0.00%
471	CHENIERE ENERGY INC	LNG	1	$194	0.00%
472	BENTLEY SYS INC CLASS B	BSY	5	$191	0.00%
473	CINTAS CORP	CTAS	1	$188	0.00%
474	SIMON PPTY GROUP INC NEW REIT	828806109	1	$185	0.00%
475	RH	RH	1	$179	0.00%
476	WILLIAMS SONOMA INC	WSM	1	$179	0.00%
477	PTC INC	PTC	1	$174	0.00%
478	MANHATTAN ASSOCS INC	MANH	1	$173	0.00%
479	IRON MTN INC NEW REIT	46284V101	2	$166	0.00%
480	GRAND CANYON ED INC	LOPE	1	$166	0.00%
481	LUMEN TECHNOLOGIES INC	LUMN	21	$163	0.00%
482	ATLASSIAN CORP CLASS A	TEAM	1	$162	0.00%
483	ALLEGION PUB LTD CO F	ALLE	1	$159	0.00%
484	NEURONETICS INC	STIM	100	$138	0.00%
485	BRIGHTHOUSE FINL INC	10922N103	2	$130	0.00%
486	PROTAGENIC THERAPEUTICS	PTIXW	17	$22	0.00%
487	CELULARITY INC CLASS A	CELUW	19	$21	0.00%