| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ISHARES TR COM | $281.5M | 425.4K | 17.0% | REDUCED | -12,531 |
| 2 | FIDELITY COVINGTON TRUST COM | $139.7M | 3.80M | 8.4% | ADDED | +196.4K |
| 3 | FIDELITY COVINGTON TRUST COM | $94.5M | 2.50M | 5.7% | ADDED | +33.3K |
| 4 | SCHWAB STRATEGIC TR COM | $92.0M | 2.92M | 5.5% | REDUCED | -57,023 |
| 5 | ISHARES TR COM | $85.0M | 924.8K | 5.1% | ADDED | +3.6K |
| 6 | HARBOR ETF TRUST COM | $74.2M | 3.12M | 4.5% | ADDED | +2.96M |
| 7 | PIMCO ETF TR COM | $70.8M | 2.70M | 4.3% | ADDED | +151.4K |
| 8 | APPLE INC COM | $66.7M | 257.8K | 4.0% | REDUCED | -639 |
| 9 | VANGUARD INDEX FDS COM | $56.0M | 92.4K | 3.4% | REDUCED | -1,289 |
| 10 | AMERICAN CENTY ETF TR COM | $50.4M | 619.6K | 3.0% | REDUCED | -15,719 |
| 11 | JANUS DETROIT STR TR COM | $49.0M | 970.7K | 3.0% | ADDED | +24.5K |
| 12 | SPDR SERIES TRUST COM | $33.0M | 425.1K | 2.0% | ADDED | +239.1K |
| 13 | HARTFORD FDS EXCHANGE TRADED COM | $31.0M | 915.2K | 1.9% | ADDED | +62.9K |
| 14 | SPDR SERIES TRUST COM | $29.6M | 310.1K | 1.8% | REDUCED | -7,637 |
| 15 | NVIDIA CORPORATION COM | $22.6M | 127.5K | 1.4% | ADDED | +24.2K |
| 16 | ALPHABET INC COM | $20.9M | 69.8K | 1.3% | ADDED | +7.0K |
| 17 | ISHARES TR COM | $19.9M | 102.6K | 1.2% | REDUCED | -432,230 |
| 18 | MICROSOFT CORP COM | $19.4M | 51.9K | 1.2% | ADDED | +3.2K |
| 19 | AMAZON COM INC COM | $13.0M | 61.0K | 0.8% | ADDED | +2.9K |
| 20 | BERKSHIRE HATHAWAY INC DEL COM | $11.0M | 23.1K | 0.7% | REDUCED | -1,128 |
| 21 | HARTFORD FDS EXCHANGE TRADED COM | $10.9M | 280.6K | 0.7% | ADDED | +54.0K |
| 22 | SSGA ACTIVE ETF TR COM | $10.4M | 259.9K | 0.6% | ADDED | +23.9K |
| 23 | ISHARES TR COM | $9.4M | 88.7K | 0.6% | REDUCED | -1,194 |
| 24 | BROADCOM INC COM | $8.1M | 25.8K | 0.5% | ADDED | +988 |
| 25 | PARKER-HANNIFIN CORP COM | $7.0M | 7.6K | 0.4% | REDUCED | -232 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 7, 2026