ABBVIE INC COM 00287Y109 540183 2065 SH SOLE 0 0 2065 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 344002 1876 SH SOLE 0 0 1876 ADVANCED MICRO DEVICES INC COM 007903107 1741069 2846 SH SOLE 0 0 2846 ALPHABET INC CAP STK CL C 02079K107 1636233 4802 SH SOLE 0 0 4802 ALPHABET INC CAP STK CL A 02079K305 3294566 9575 SH SOLE 0 0 9575 AMAZON COM INC COM 023135106 2973107 11933 SH SOLE 0 0 11933 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 931080 9903 SH SOLE 0 0 9903 AMERICAN CENTY ETF TR US SML CP VALU 025072877 4714318 40030 SH SOLE 0 0 40030 AMERICAN EXPRESS CO COM 025816109 413576 1360 SH SOLE 0 0 1360 AMGEN INC COM 031162100 382731 908 SH SOLE 0 0 908 AMPHENOL CORP CL A 032095101 219349 2602 SH SOLE 0 0 2602 ANALOG DEVICES INC COM 032654105 234059 590 SH SOLE 0 0 590 APPLE INC COM 037833100 9158306 27501 SH SOLE 0 0 27501 APPLIED MATLS INC COM 038222105 1124013 2198 SH SOLE 0 0 2198 ARISTA NETWORKS INC COM SHS 040413205 493502 2424 SH SOLE 0 0 2424 ASML HLDG NV N Y REGISTRY SHS N07059210 588793 325 SH SOLE 0 0 325 ASTRAZENECA PLC ORD G0593M107 211203 1308 SH SOLE 0 0 1308 AT&T INC COM 00206R102 241933 9915 SH SOLE 0 0 9915 AUTOMATIC DATA PROCESSING IN COM 053015103 797743 3091 SH SOLE 0 0 3091 BANCO SANTANDER SA ADR 05964H105 334824 24210 SH SOLE 0 0 24210 BANK OF AMER CORP COM 060505104 408792 7510 SH SOLE 0 0 7510 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1004863 2018 SH SOLE 0 0 2018 BEST BUY INC COM 086516101 282809 3205 SH SOLE 0 0 3205 BLACKROCK ETF TRUST ISHA US AWAR ETF 09290C509 937980 11485 SH SOLE 0 0 11485 BLACKROCK ETF TRUST ISHARES DEFENSE 09290C699 1789070 57292 SH SOLE 0 0 57292 BLACKROCK ETF TRUST ISHA US THEM ETF 09290C806 2026970 46088 SH SOLE 0 0 46088 BLACKROCK ETF TRUST ISHA I IN TE ETF 09290C780 2725615 57758 SH SOLE 0 0 57758 BLACKROCK ETF TRUST ISHA SYST AL ETF 09290C665 2785554 93287 SH SOLE 0 0 93287 BLACKROCK ETF TRUST ISHA LA CORE ETF 09290C855 3724635 76075 SH SOLE 0 0 76075 BLACKROCK ETF TRUST ISHA IN CTRY ETF 09290C764 4674640 128601 SH SOLE 0 0 128601 BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 7144575 103156 SH SOLE 0 0 103156 BLACKROCK ETF TRUST II ISHAR BACKE ETF 092528793 223901 4773 SH SOLE 0 0 4773 BLACKROCK ETF TRUST II ISHA FLEX IN ETF 092528603 386930 7618 SH SOLE 0 0 7618 BLACKROCK ETF TRUST II ISHA GLO USD ETF 092528835 3025790 60395 SH SOLE 0 0 60395 BLACKROCK INC COM 09290D101 846632 800 SH SOLE 0 0 800 BLACKSTONE INC COM 09260D107 217903 1944 SH SOLE 0 0 1944 BROADCOM INC COM 11135F101 2650431 7547 SH SOLE 0 0 7547 CAL MAINE FOODS INC COM NEW 128030202 243995 3585 SH SOLE 0 0 3585 CAPITAL ONE FINL CORP COM 14040H105 429002 2222 SH SOLE 0 0 2222 CATERPILLAR INC COM 149123101 443363 547 SH SOLE 0 0 547 CHEVRON CORPORATION COM 166764100 355325 1740 SH SOLE 0 0 1740 CHUBB LIMITED COM H1467J104 224748 691 SH SOLE 0 0 691 CISCO SYS INC COM 17275R102 858390 7975 SH SOLE 0 0 7975 CITIGROUP INC COM NEW 172967424 230474 1780 SH SOLE 0 0 1780 CITIZENS FINL GROUP INC COM 174610105 302095 4738 SH SOLE 0 0 4738 CME GROUP INC COM 12572Q105 238402 910 SH SOLE 0 0 910 COCA COLA CO COM 191216100 437545 5083 SH SOLE 0 0 5083 CONOCOPHILLIPS COM 20825C104 203869 1629 SH SOLE 0 0 1629 CORNING INC COM 219350105 335043 2179 SH SOLE 0 0 2179 COSTCO WHOLESALE CORPORATION COM 22160K105 1314531 1444 SH SOLE 0 0 1444 CROWDSTRIKE HLDGS INC CL A 22788C105 201740 762 SH SOLE 0 0 762 CVS HEALTH CORP COM 126650100 305313 3563 SH SOLE 0 0 3563 DBX ETF TR XTRACK MSCI EAFE 233051200 475031 8645 SH SOLE 867 0 7778 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 202572 5100 SH SOLE 0 0 5100 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 607289 16147 SH SOLE 0 0 16147 DIMENSIONAL ETF TRUST CORE FIXE IN ETF 25434V872 868277 21642 SH SOLE 0 0 21642 EATON CORP PLC SHS G29183103 286187 666 SH SOLE 0 0 666 ELI LILLY & CO COM 532457108 1458938 1261 SH SOLE 0 0 1261 EQUITY LIFESTYLE PROPERTIES COM 29472R108 668812 11466 SH SOLE 0 0 11466 EXXON MOBIL CORP COM 30231G102 1148039 7054 SH SOLE 0 0 7054 FIDELITY MERRIMACK STR TR LTD TRM BD ETF 316188200 963139 19664 SH SOLE 0 0 19664 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 4320734 99786 SH SOLE 0 0 99786 GALLAGHER ARTHUR J & CO COM 363576109 272591 1195 SH SOLE 0 0 1195 GARMIN LTD SHS H2906T109 366295 1277 SH SOLE 0 0 1277 GE AEROSPACE COM NEW 369604301 409100 1310 SH SOLE 0 0 1310 GE VERNOVA INC COM 36828A101 334572 352 SH SOLE 0 0 352 GENERAL DYNAMICS CORP COM 369550108 423572 1276 SH SOLE 0 0 1276 GENERAL MILLS INC COM 370334104 258792 8047 SH SOLE 0 0 8047 GILEAD SCIENCES INC COM 375558103 454304 3048 SH SOLE 0 0 3048 HOME DEPOT INC COM 437076102 506194 1779 SH SOLE 0 0 1779 HSBC HLDGS PLC SPON ADR NEW 404280406 252843 2546 SH SOLE 0 0 2546 INTEL CORP COM 458140100 295165 2455 SH SOLE 0 0 2455 INTERNATIONAL BUSINESS MACHS COM 459200101 1135814 5164 SH SOLE 0 0 5164 INTUITIVE SURGICAL INC COM NEW 46120E602 218767 538 SH SOLE 0 0 538 INVESCO QQQ TR UNIT SER 1 04609E107 1864017 2520 SH SOLE 0 0 2520 ISHARES GOLD TR ISHARES NEW 464285204 892521 11428 SH SOLE 0 0 11428 ISHARES INC EMNG MKTS EQT 46434G889 264401 3696 SH SOLE 0 0 3696 ISHARES INC ESG AWR MSCI EM 46434G863 384807 7105 SH SOLE 0 0 7105 ISHARES INC CORE MSCI EMKT 46434G103 3041689 37478 SH SOLE 312 0 37166 ISHARES TR S&P SML 600 GWT 464287887 232299 1449 SH SOLE 176 0 1273 ISHARES TR SELECT DIVID ETF 464287168 257759 1695 SH SOLE 0 0 1695 ISHARES TR CORE MSCI PAC 46434V696 269543 3167 SH SOLE 0 0 3167 ISHARES TR ESG AW MSCI EAFE 46435G516 283903 2755 SH SOLE 0 0 2755 ISHARES TR RUS 2000 VAL ETF 464287630 289669 1383 SH SOLE 0 0 1383 ISHARES TR SYSTEMATIC BD ET 46435U796 299531 3554 SH SOLE 0 0 3554 ISHARES TR ESG AWR MSCI USA 46436E225 307376 8477 SH SOLE 0 0 8477 ISHARES TR ESG OPTIMIZED 464288802 307395 1975 SH SOLE 0 0 1975 ISHARES TR ISHS 1-5YR INVS 464288646 330690 6455 SH SOLE 0 0 6455 ISHARES TR CORE INTL AGGR 46435G672 337652 6863 SH SOLE 0 0 6863 ISHARES TR 0-5YR INVT GR CP 46434V100 340934 6891 SH SOLE 0 0 6891 ISHARES TR ESG AWRE 1 5 YR 46435G243 346906 14200 SH SOLE 0 0 14200 ISHARES TR ESG EAFE ETF 46436E759 448052 5293 SH SOLE 0 0 5293 ISHARES TR CORE MSCI EURO 46434V738 451855 6131 SH SOLE 0 0 6131 ISHARES TR RUSSELL 2000 ETF 464287655 455122 1638 SH SOLE 0 0 1638 ISHARES TR MSCI ACWI ETF 464288257 466110 2936 SH SOLE 0 0 2936 ISHARES TR MSCI INTL VLU FT 46435G409 475568 11088 SH SOLE 0 0 11088 ISHARES TR MRGSTR MD CP ETF 464288208 481754 5099 SH SOLE 0 0 5099 ISHARES TR MBS ETF 464288588 505249 5638 SH SOLE 394 0 5244 ISHARES TR ESG MSCI USA ETF 46436E767 526989 7743 SH SOLE 0 0 7743 ISHARES TR GLB INFRASTR ETF 464288372 558657 9075 SH SOLE 0 0 9075 ISHARES TR RUS 2000 GRW ETF 464287648 656106 1838 SH SOLE 0 0 1838 ISHARES TR CORE S&P MCP ETF 464287507 673164 9356 SH SOLE 0 0 9356 ISHARES TR CORE MSCI TOTAL 46432F834 677279 7130 SH SOLE 0 0 7130 ISHARES TR ESG MSCI KLD ETF 464288570 715843 4897 SH SOLE 0 0 4897 ISHARES TR CORE S&P SCP ETF 464287804 718563 5282 SH SOLE 0 0 5282 ISHARES TR ESG AWRE USD ETF 46435G193 805798 36719 SH SOLE 0 0 36719 ISHARES TR ISHS 5-10YR INVT 464288638 836609 16616 SH SOLE 1403 0 15213 ISHARES TR CORE S&P US VLU 464287663 852023 7726 SH SOLE 0 0 7726 ISHARES TR ESG AWR US AGRGT 46435U549 874999 19337 SH SOLE 0 0 19337 ISHARES TR US ECH ETF 464287721 892247 3368 SH SOLE 0 0 3368 ISHARES TR CORE S&P US GWT 464287671 972431 5019 SH SOLE 0 0 5019 ISHARES TR MSCI EMG MKT ETF 464287234 1427837 21378 SH SOLE 0 0 21378 ISHARES TR CORE MSCI EAFE 46432F842 1552508 16025 SH SOLE 826 0 15199 ISHARES TR ESG AWR MSCI USA 46435G425 1629302 9768 SH SOLE 0 0 9768 ISHARES TR 20 YR TR BD ETF 464287432 1691239 21744 SH SOLE 0 0 21744 ISHARES TR RUS 1000 ETF 464287622 1917943 4609 SH SOLE 0 0 4609 ISHARES TR EAFE VALUE ETF 464288877 2008374 25377 SH SOLE 0 0 25377 ISHARES TR CORE US AGGBD ET 464287226 2737841 28960 SH SOLE 155 0 28805 ISHARES TR 10-20 YR TRS ETF 464288653 2800327 30382 SH SOLE 0 0 30382 ISHARES TR S&P 100 ETF 464287101 2886310 7554 SH SOLE 0 0 7554 ISHARES TR MSCI ACWI EX US 464288240 3280471 43381 SH SOLE 0 0 43381 ISHARES TR US TREAS BD ETF 46429B267 4752379 217301 SH SOLE 4599 0 212702 ISHARES TR CORE S&P TTL STK 464287150 5315639 31968 SH SOLE 0 0 31968 ISHARES TR EAFE GRWTH ETF 464288885 6438262 53728 SH SOLE 0 0 53728 ISHARES TR S&P 500 VAL ETF 464287408 6919644 30312 SH SOLE 332 0 29980 ISHARES TR CORE 1 5 YR USD 46432F859 7460846 157902 SH SOLE 0 0 157902 ISHARES TR S&P 500 GRWT ETF 464287309 7928287 55731 SH SOLE 637 0 55094 ISHARES TR RUS MID CAP ETF 464287499 9280797 86972 SH SOLE 0 0 86972 ISHARES TR CORE UNIVRSL USD 46434V613 22981987 521252 SH SOLE 0 0 521252 ISHARES TR CORE S&P500 ETF 464287200 65670145 85748 SH SOLE 111 0 85637 J P MORGAN EXCHANGE TRADED F BETABUILDRS US 46641Q399 1418175 10308 SH SOLE 0 0 10308 JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 47804J206 233090 3260 SH SOLE 0 0 3260 JOHNSON & JOHNSON COM 478160104 743919 2810 SH SOLE 0 0 2810 JPMORGAN CHASE & CO COM 46625H100 1281131 3872 SH SOLE 0 0 3872 KINDER MORGAN INC DEL COM 49456B101 440100 14597 SH SOLE 0 0 14597 KLA CORP COM NEW 482480100 336644 1727 SH SOLE 0 0 1727 LAM RESEARCH CORP COM NEW 512807306 1398796 4258 SH SOLE 0 0 4258 LINDE PLC SHS G54950103 301403 635 SH SOLE 0 0 635 LLOYDS BANKING GROUP PLC SPONSORED ADR 539439109 59999 10657 SH SOLE 0 0 10657 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 417117 7258 SH SOLE 0 0 7258 MARVELL TECHNOLOGY INC COM 573874104 751413 2844 SH SOLE 0 0 2844 MASTERCARD INCORPORATED CL A 57636Q104 935293 1696 SH SOLE 0 0 1696 MERCK & CO INC COM 58933Y105 403235 2775 SH SOLE 0 0 2775 META PLATFORMS INC CL A 30303M102 2332904 3217 SH SOLE 0 0 3217 MICRON TECHNOLOGY INC COM 595112103 1090673 1024 SH SOLE 0 0 1024 MICROSOFT CORP COM 594918104 5810055 11328 SH SOLE 0 0 11328 MONOLITHIC PWR SYS INC COM 609839105 222291 165 SH SOLE 0 0 165 MORGAN STANLEY COM NEW 617446448 285882 1520 SH SOLE 0 0 1520 NASDAQ INC COM 631103108 510656 5550 SH SOLE 0 0 5550 NETAPP INC COM 64110D104 204828 975 SH SOLE 0 0 975 NETFLIX INC. COM 64110L106 710899 10217 SH SOLE 0 0 10217 NEXTERA ENERGY INC COM 65339F101 220100 2906 SH SOLE 0 0 2906 NORFOLK SOUTHN CORP COM 655844108 714099 2311 SH SOLE 0 0 2311 NVIDIA CORPORATION COM 67066G104 14144937 61936 SH SOLE 0 0 61936 ONEOK INC NEW COM 682680103 458156 5373 SH SOLE 0 0 5373 ORACLE CORP COM 68389X105 430298 3134 SH SOLE 0 0 3134 PALANTIR TECHNOLOGIES INC CL A 69608A108 378776 2025 SH SOLE 0 0 2025 PALO ALTO NETWORKS INC COM 697435105 239975 604 SH SOLE 0 0 604 PARK HOTELS & RESORTS INC COM 700517105 298192 19338 SH SOLE 0 0 19338 PARKER-HANNIFIN CORP COM 701094104 245543 257 SH SOLE 0 0 257 PFIZER INC COM 717081103 725064 25423 SH SOLE 0 0 25423 PGIM ETF TR ACTV HY BD ETF 69344A206 1231160 36828 SH SOLE 0 0 36828 PHILIP MORRIS INTL INC COM 718172109 239670 1256 SH SOLE 0 0 1256 PHILLIPS 66 COM 718546104 217269 851 SH SOLE 0 0 851 PIMCO ETF TR BROAD US TIPS 72201R403 331028 6678 SH SOLE 0 0 6678 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 467239 5164 SH SOLE 0 0 5164 PNC FINL SVCS GROUP INC COM 693475105 200256 901 SH SOLE 0 0 901 PRICE T ROWE GROUP INC COM 74144T108 411726 3957 SH SOLE 0 0 3957 PROCTER & GAMBLE CO COM 742718109 255548 1759 SH SOLE 0 0 1759 QUALCOMM INC COM 747525103 687021 3733 SH SOLE 0 0 3733 REALTY INCOME CORP COM 756109104 301311 5549 SH SOLE 0 0 5549 REGIONS FINANCIAL CORP NEW COM 7591EP100 233211 8676 SH SOLE 0 0 8676 REPUBLIC SVCS INC COM 760759100 545242 2598 SH SOLE 0 0 2598 ROBERT HALF INC. COM 770323103 202309 5505 SH SOLE 0 0 5505 RTX CORPORATION COM 75513E105 346794 1868 SH SOLE 0 0 1868 S&P GLOBAL INC COM 78409V104 516361 1309 SH SOLE 0 0 1309 SAP SE SPON ADR 803054204 254346 1220 SH SOLE 0 0 1220 SCHWAB STRATEGIC TR MUN BD ETF 808524649 578221 23933 SH SOLE 0 0 23933 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 6089004 275521 SH SOLE 0 0 275521 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6143871 244484 SH SOLE 0 0 244484 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 963845 1045 SH SOLE 0 0 1045 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 491333 2510 SH SOLE 0 0 2510 SHORE BANCSHARES INC COM 825107105 1115559 49824 SH SOLE 0 0 49824 SPDR SERIES TRUST ST STR SP500FF 78468R796 218992 3505 SH SOLE 0 0 3505 SPDR SERIES TRUST ST BLOO HIGH ETF 78468R622 225661 2433 SH SOLE 0 0 2433 SPDR SERIES TRUST ST STR P500GRW 78464A409 7343854 59667 SH SOLE 0 0 59667 STATE STR SPDR DOW JONES IND UT SER 1 78467X109 661115 1300 SH SOLE 0 0 1300 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 10251852 13443 SH SOLE 0 0 13443 STERIS PLC SHS USD G8473T100 326776 1556 SH SOLE 0 0 1556 STRYKER CORPORATION COM 863667101 535083 1943 SH SOLE 0 0 1943 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 529180 1160 SH SOLE 0 0 1160 TESLA INC COM 88160R101 1417228 3994 SH SOLE 0 0 3994 TEXAS INSTRS INC COM 882508104 216790 774 SH SOLE 0 0 774 TRACTOR SUPPLY CO COM 892356106 304639 9736 SH SOLE 0 0 9736 TRUIST FINL CORP COM 89832Q109 415681 8978 SH SOLE 0 0 8978 UNION PAC CORP COM 907818108 629437 2313 SH SOLE 0 0 2313 UNITED BANKSHARES INC WEST V COM 909907107 238796 5198 SH SOLE 0 0 5198 UNITED PARCEL SVCS INC CL B 911312106 603996 6464 SH SOLE 0 0 6464 UNITEDHEALTH GROUP INC COM 91324P102 349827 953 SH SOLE 0 0 953 US BANCORP COM NEW 902973304 407324 7052 SH SOLE 0 0 7052 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 5551118 25193 SH SOLE 0 0 25193 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1874057 26715 SH SOLE 0 0 26715 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4058169 55698 SH SOLE 0 0 55698 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 307132 3427 SH SOLE 243 0 3184 VANGUARD INDEX FDS MID CAP ETF 922908629 309288 3944 SH SOLE 0 0 3944 VANGUARD INDEX FDS SML CP GRW ETF 922908595 337492 999 SH SOLE 0 0 999 VANGUARD INDEX FDS SM CP VAL ETF 922908611 612367 2651 SH SOLE 119 0 2532 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1118372 2988 SH SOLE 0 0 2988 VANGUARD INDEX FDS GROWTH ETF 922908736 1197745 13292 SH SOLE 0 0 13292 VANGUARD INDEX FDS VALUE ETF 922908744 1277923 5914 SH SOLE 0 0 5914 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7306654 10425 SH SOLE 0 0 10425 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1513982 31968 SH SOLE 0 0 31968 VANGUARD STAR FDS VG TL INTL STK F 921909768 4950874 58273 SH SOLE 0 0 58273 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 269589 3818 SH SOLE 0 0 3818 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 228657 1473 SH SOLE 0 0 1473 VANGUARD WORLD FD FINANCIALS ETF 92204A405 204892 1575 SH SOLE 0 0 1575 VANGUARD WORLD FD ESG US STK ETF 921910733 220643 1628 SH SOLE 0 0 1628 VANGUARD WORLD FD COMM SRVC ETF 92204A884 241287 1266 SH SOLE 0 0 1266 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 295831 923 SH SOLE 0 0 923 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 369498 1169 SH SOLE 0 0 1169 VANGUARD WORLD FD INF TECH ETF 92204A702 1029489 8192 SH SOLE 0 0 8192 VERIZON COMMUNICATIONS INC COM 92343V104 999525 21790 SH SOLE 0 0 21790 VISA INC COM CL A 92826C839 688476 1916 SH SOLE 0 0 1916 WALMART INC COM 931142103 558674 5376 SH SOLE 0 0 5376 WELLS FARGO & CO COM 949746101 263204 3288 SH SOLE 0 0 3288 WESTERN UN CO COM 959802109 171342 29041 SH SOLE 0 0 29041 WISDOMTREE TR US QTLY DIV GRT 97717X669 2875982 29576 SH SOLE 0 0 29576