| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | iShares 5-10 Year Investment Grade Corp Bond ETF ISHS 5-10YR INVT | $311.1M | 5.85M | 8.5% | NEW | — |
| 2 | iShares National Muni Bond ETF NATIONAL MUN ETF | $170.5M | 1.61M | 4.7% | NEW | — |
| 3 | FundX Future Fund Opportunities FUNDX INVT TR | $160.8M | 6.10M | 4.4% | NEW | — |
| 4 | Dimensional Intern Core EQT MKT ETF INTL CORE EQT MK | $115.1M | 2.96M | 3.2% | NEW | — |
| 5 | NVIDIA Corp COM | $98.8M | 566.5K | 2.7% | NEW | — |
| 6 | iShares Broad USD High Yield Corp Bond ETF BROAD USD HIGH | $96.2M | 2.61M | 2.6% | NEW | — |
| 7 | iShares 1-5 Year Investment Grade Corporate Bond ETF ISHS 1-5YR INVS | $82.6M | 1.57M | 2.3% | NEW | — |
| 8 | ONE Global ETF THE FUTURE FUND | $79.9M | 2.77M | 2.2% | NEW | — |
| 9 | First Trust Senior Loan ETF SENIOR LN FD | $64.5M | 1.44M | 1.8% | NEW | — |
| 10 | Microsoft Corp COM | $53.1M | 143.6K | 1.5% | NEW | — |
| 11 | Vanguard Growth ETF GROWTH ETF | $48.8M | 111.6K | 1.3% | NEW | — |
| 12 | FundX ETF FUNDX ETF | $48.2M | 628.9K | 1.3% | NEW | — |
| 13 | iShares TIPS Bond ETF TIPS BD ETF | $47.9M | 434.1K | 1.3% | NEW | — |
| 14 | Vanguard Russell 1000 Growth ETF VNG RUS1000GRW | $45.7M | 416.4K | 1.3% | NEW | — |
| 15 | WisdomTree U.S. Quality Dividend Growth ETF US QTLY DIV GRT | $43.8M | 498.7K | 1.2% | NEW | — |
| 16 | Alphabet Inc. C CAP STK CL C | $42.9M | 149.6K | 1.2% | NEW | — |
| 17 | Vanguard Tax-Exempt Bond ETF TAX EXEMPT BD | $42.2M | 845.8K | 1.2% | NEW | — |
| 18 | FundX Flexible ETF FLEXIBLE ETF | $41.8M | 1.88M | 1.1% | NEW | — |
| 19 | iShares Core S&P 500 ETF CORE S&P500 ETF | $41.0M | 62.8K | 1.1% | NEW | — |
| 20 | iShares Russell Top 200 Growth ETF RUS TP200 GR ETF | $40.6M | 163.0K | 1.1% | NEW | — |
| 21 | Invesco QQQ Trust UNIT SER 1 | $40.0M | 69.3K | 1.1% | NEW | — |
| 22 | Invesco S&P500 Top 50 ETF S&P 500 TOP 50 | $38.5M | 704.9K | 1.1% | NEW | — |
| 23 | SPDR Bloomberg 1-3 Month T-Bill ETF BLOOMBERG 1-3 MO | $37.0M | 404.1K | 1.0% | NEW | — |
| 24 | iShares International Select Dividend ETF CALL | $35.3M | 828.9K | 1.0% | NEW | — |
| 25 | Vanguard Mega Cap ETF ESG US CORP BD | $33.8M | 143.2K | 0.9% | NEW | — |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 13, 2026