Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST ST STR P500ETF | 302,525 | 468,763 | +166,238 | 21,991 | 36,723 | 14.70% | +14,732 |
| FIDELITY COVINGTON TRUST ENHANCED INTL | 262,400 | 459,792 | +197,392 | 8,727 | 16,221 | 6.49% | +7,494 |
| ISHARES TR | 43,088 | 63,496 | +20,408 | 7,466 | 12,436 | 4.98% | +4,970 |
| DIMENSIONAL ETF TRUST US CORE EQT MKT | 108,665 | 209,178 | +100,513 | 4,603 | 9,572 | 3.83% | +4,969 |
| DIMENSIONAL ETF TRUST US HIGH PROF ETF | 178,945 | 264,553 | +85,608 | 6,363 | 9,992 | 4.00% | +3,629 |
| J P MORGAN EXCHANGE TRADED F U S TEC LEA ETF | 2,634 | 40,416 | +37,782 | 222 | 3,717 | 1.49% | +3,495 |
| PACER FDS TR US CASH COWS 100 | 125,777 | 179,740 | +53,963 | 6,930 | 10,330 | 4.13% | +3,399 |
| TORONTO DOMINION BK ONT(TD) | 36,655 | 73,310 | +36,655 | 2,692 | 5,861 | 2.35% | +3,169 |
| ISHARES TR | 8,898 | 149,192 | +140,294 | 211 | 3,360 | 1.34% | +3,149 |
| ISHARES GOLD TR(IAU) | 141,511 | 199,350 | +57,839 | 4,668 | 7,675 | 3.07% | +3,007 |
| J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF | 119,437 | 178,588 | +59,151 | 5,621 | 8,492 | 3.40% | +2,871 |
| J P MORGAN EXCHANGE TRADED F US QUALTY FCTR | 77,009 | 112,076 | +35,067 | 4,624 | 7,051 | 2.82% | +2,426 |
| SPDR S&P 500 ETF TR(SPY) | 3,462 | 6,669 | +3,207 | 2,139 | 4,443 | 1.78% | +2,303 |
| ISHARES TR | 3,198 | 6,352 | +3,154 | 1,986 | 4,251 | 1.70% | +2,266 |
| ISHARES TR | 78,961 | 119,784 | +40,823 | 4,166 | 6,352 | 2.54% | +2,186 |
| BLACKROCK ETF TRUST II | 76,663 | 115,028 | +38,365 | 4,051 | 6,124 | 2.45% | +2,073 |
| GE AEROSPACE(GE) | 6,022 | 12,044 | +6,022 | 1,550 | 3,623 | 1.45% | +2,073 |
| EA SERIES TRUST FREEDOM 100 EM | 158,804 | 186,133 | +27,329 | 6,416 | 8,248 | 3.30% | +1,832 |
| J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | 65,604 | 96,262 | +30,658 | 3,730 | 5,497 | 2.20% | +1,767 |
| DIMENSIONAL ETF TRUST INTL HIGH PROFIT | 66,486 | 116,408 | +49,922 | 1,961 | 3,538 | 1.42% | +1,578 |
| DIMENSIONAL ETF TRUST INTL COR FIX ETF | 44,096 | 65,890 | +21,794 | 2,353 | 3,555 | 1.42% | +1,202 |
| LOCKHEED MARTIN CORP(LMT) | 1,815 | 3,631 | +1,816 | 841 | 1,813 | 0.73% | +972 |
| AMAZON COM INC(AMZN) | 4,856 | 9,232 | +4,376 | 1,065 | 2,027 | 0.81% | +962 |
| FIDELITY MERRIMACK STR TR | 84,631 | 82,342 | -2,289 | 3,259 | 4,134 | 1.65% | +874 |
| VANGUARD INDEX FDS | 1,557 | 2,864 | +1,307 | 884 | 1,754 | 0.70% | +869 |
| INNOVATOR ETFS TRUST INNOVATOR US EQ | 39,794 | 61,896 | +22,102 | 1,296 | 2,139 | 0.86% | +842 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 2,689 | 5,378 | +2,689 | 681 | 1,516 | 0.61% | +835 |
| ALPHABET INC(GOOG) | 2,410 | 4,816 | +2,406 | 425 | 1,171 | 0.47% | +746 |
| EVERSOURCE ENERGY(ES) | 9,218 | 18,436 | +9,218 | 586 | 1,312 | 0.52% | +725 |
| DEERE & CO(DE) | 1,552 | 2,954 | +1,402 | 789 | 1,351 | 0.54% | +562 |
| CHEVRON CORP NEW(CVX) | 7,849 | 10,828 | +2,979 | 1,124 | 1,681 | 0.67% | +558 |
| ISHARES TR | 4,761 | 9,522 | +4,761 | 440 | 983 | 0.39% | +543 |
| DIMENSIONAL ETF TRUST EMERGING MKTS HI | 71,637 | 83,314 | +11,677 | 2,006 | 2,545 | 1.02% | +539 |
| ISHARES TR ESG AWR MSCI USA | 3,235 | 6,470 | +3,235 | 438 | 942 | 0.38% | +504 |
| HONEYWELL INTL INC(HON) | 2,588 | 5,176 | +2,588 | 603 | 1,090 | 0.44% | +487 |
| ALPHABET INC(GOOG) | 4,560 | 5,304 | +744 | 809 | 1,292 | 0.52% | +483 |
| MCDONALDS CORP(MCD) | 1,519 | 3,049 | +1,530 | 444 | 926 | 0.37% | +483 |
| CONSOLIDATED EDISON INC(ED) | 4,669 | 9,338 | +4,669 | 469 | 939 | 0.38% | +470 |
| NVIDIA CORPORATION(NVDA) | 2,179 | 4,338 | +2,159 | 344 | 809 | 0.32% | +465 |
| INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY | 3,844 | 7,688 | +3,844 | 378 | 807 | 0.32% | +429 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 0 | 1,782 | +1,782 | 0 | 427 | 0.17% | +427 |
| JPMORGAN CHASE & CO.(JPM) | 2,167 | 3,338 | +1,171 | 628 | 1,053 | 0.42% | +425 |
| META PLATFORMS INC(META) | 634 | 1,208 | +574 | 468 | 887 | 0.36% | +419 |
| BROADCOM INC(AVGO) | 1,090 | 2,180 | +1,090 | 300 | 719 | 0.29% | +419 |
| GENERAL DYNAMICS CORP(GD) | 0 | 1,174 | +1,174 | 0 | 400 | 0.16% | +400 |
| ALLSTATE CORP(ALL) | 0 | 1,858 | +1,858 | 0 | 399 | 0.16% | +399 |
| WILLIAMS SONOMA INC(WSM) | 0 | 2,000 | +2,000 | 0 | 391 | 0.16% | +391 |
| ISHARES TR | 0 | 5,787 | +5,787 | 0 | 378 | 0.15% | +378 |
| ISHARES TR | 2,923 | 5,845 | +2,922 | 319 | 695 | 0.28% | +375 |
| ABBVIE INC(ABBV) | 0 | 1,612 | +1,612 | 0 | 373 | 0.15% | +373 |
| ISHARES TR | 0 | 3,510 | +3,510 | 0 | 351 | 0.14% | +351 |
| PEPSICO INC(PEP) | 0 | 2,490 | +2,490 | 0 | 350 | 0.14% | +350 |
| ELI LILLY & CO(LLY) | 457 | 914 | +457 | 356 | 697 | 0.28% | +341 |
| ALTRIA GROUP INC(MO) | 0 | 5,064 | +5,064 | 0 | 335 | 0.13% | +335 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 986 | +986 | 0 | 324 | 0.13% | +324 |
| DIMENSIONAL ETF TRUST INTL CORE EQT MK | 8,284 | 16,568 | +8,284 | 286 | 602 | 0.24% | +316 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 4,011 | +4,011 | 0 | 301 | 0.12% | +301 |
| OREILLY AUTOMOTIVE INC(ORLY) | 2,400 | 4,800 | +2,400 | 216 | 517 | 0.21% | +301 |
| ISHARES TR | 2,960 | 5,920 | +2,960 | 272 | 572 | 0.23% | +299 |
| ISHARES TR | 8,898 | 22,095 | +13,197 | 211 | 507 | 0.20% | +296 |
| WASTE MGMT INC DEL(WM) | 0 | 1,340 | +1,340 | 0 | 296 | 0.12% | +296 |
| MARATHON PETE CORP(MPC) | 1,324 | 2,648 | +1,324 | 220 | 510 | 0.20% | +290 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 0 | 6,016 | +6,016 | 0 | 269 | 0.11% | +269 |
| DISNEY WALT CO(DIS) | 0 | 2,228 | +2,228 | 0 | 255 | 0.10% | +255 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 1,577 | 3,154 | +1,577 | 233 | 486 | 0.19% | +254 |
| ISHARES TR | 1,395 | 2,790 | +1,395 | 210 | 459 | 0.18% | +249 |
| PUBLIC SVC ENTERPRISE GRP IN(PEG) | 150,000 | 4,552 | -145,448 | 149 | 380 | 0.15% | +231 |
| ISHARES TR | 8,898 | 20,110 | +11,212 | 211 | 442 | 0.18% | +231 |
| ISHARES TR | 8,898 | 19,528 | +10,630 | 211 | 437 | 0.17% | +226 |
| PROCTER AND GAMBLE CO(PG) | 0 | 1,462 | +1,462 | 0 | 225 | 0.09% | +225 |
| VISA INC(V) | 679 | 1,358 | +679 | 241 | 464 | 0.19% | +223 |
| ISHARES TR | 8,898 | 18,463 | +9,565 | 211 | 431 | 0.17% | +221 |
| SELECT SECTOR SPDR TR ST STR CARE ETF | 1,518 | 3,036 | +1,518 | 205 | 423 | 0.17% | +218 |
| CAPITAL ONE FINL CORP(COF) | 0 | 1,020 | +1,020 | 0 | 217 | 0.09% | +217 |
| COSTCO WHSL CORP NEW(COST) | 230 | 460 | +230 | 228 | 426 | 0.17% | +198 |
| ISHARES TR FLTG RATE NT ETF | 9,151 | 12,988 | +3,837 | 467 | 663 | 0.27% | +197 |
| FORD MTR CO(F) | 15,141 | 29,803 | +14,662 | 164 | 356 | 0.14% | +192 |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 11,329 | 15,480 | +4,151 | 406 | 597 | 0.24% | +191 |
| PHILIP MORRIS INTL INC(PM) | 1,413 | 2,726 | +1,313 | 257 | 442 | 0.18% | +185 |
| GRAYSCALE BITCOIN MINI TR ET(BTC) | 5,376 | 7,798 | +2,422 | 213 | 395 | 0.16% | +182 |
| QUALCOMM INC(QCOM) | 30,000 | 1,222 | -28,778 | 24 | 203 | 0.08% | +179 |
| HOME DEPOT INC(HD) | 11,365 | 1,066 | -10,299 | 256 | 432 | 0.17% | +176 |
| WISDOMTREE TR(WT) | 38,986 | 45,556 | +6,570 | 1,851 | 2,014 | 0.81% | +163 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 4,488 | 5,124 | +636 | 1,323 | 1,446 | 0.58% | +123 |
| JOHNSON & JOHNSON(JNJ) | 1,505 | 1,810 | +305 | 230 | 336 | 0.13% | +106 |
| ISHARES TR | 8,898 | 11,926 | +3,028 | 211 | 279 | 0.11% | +68 |
| DIMENSIONAL ETF TRUST INTL CORE EQUITY | 9,487 | 10,648 | +1,161 | 295 | 349 | 0.14% | +54 |
| ORACLE CORP(ORCL) | 1,519 | 1,764 | +245 | 444 | 496 | 0.20% | +52 |
| ISHARES TR | 8,898 | 11,658 | +2,760 | 211 | 262 | 0.10% | +51 |
| ISHARES TR | 8,898 | 10,038 | +1,140 | 211 | 240 | 0.10% | +29 |
| ISHARES TR IBONDS 27 ETF | 20,579 | 21,682 | +1,103 | 499 | 528 | 0.21% | +28 |
| ISHARES TR | 8,898 | 9,850 | +952 | 211 | 235 | 0.09% | +24 |
| ISHARES TR IBONDS DEC2026 | 20,599 | 21,394 | +795 | 500 | 520 | 0.21% | +20 |
| ISHARES TR IBDS DEC28 ETF | 15,544 | 16,128 | +584 | 395 | 412 | 0.16% | +16 |
| ISHARES TR | 10,903 | 11,600 | +697 | 254 | 269 | 0.11% | +16 |
| ISHARES TR | 19,481 | 20,030 | +549 | 491 | 505 | 0.20% | +14 |
| ISHARES TR | 16,867 | 17,278 | +411 | 394 | 406 | 0.16% | +12 |
| MCKESSON CORP(MCK) | 230 | 304 | +74 | 228 | 235 | 0.09% | +7 |
| ISHARES TR | 8,898 | 2,098 | -6,800 | 211 | 211 | 0.08% | 0 |
| NEBIUS GROUP N.V.(NBIS) | 80,000 | 0 | -80,000 | 2 | 0 | — | -2 |