Apella Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Apella Capital, LLC held in its portfolio 500 assets valued at $5,060,284,476 (i.e. $5.06B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($550.89M), VANGUARD INDEX FDS ($230.94M), and DIMENSIONAL ETF TRUST ($216.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Apella Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 13914954 | 550893032 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 688831 | 230944260 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 4509681 | 216239208 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 4296455 | 148055832 | INTL CORE EQUITY |
| VANGUARD BD INDEX FDS | 1661574 | 130948647 | SHORT TRM BOND |
| VANGUARD BD INDEX FDS | 1653788 | 122496054 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 2604385 | 110842642 | CORE FIXED INCOM |
| VANGUARD TAX-MANAGED FDS | 1735240 | 108400470 | VAN FTSE DEV MKT |
| SPDR SERIES TRUST | 3424201 | 102899385 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 1935630 | 101881884 | GLOBAL EX US COR |
| VANGUARD INTL EQUITY INDEX F | 1883128 | 101236957 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 2598242 | 98811151 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 1649140 | 98189810 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 1224259 | 90803290 | US EQUITY MARKET |
| VANGUARD SCOTTSDALE FDS | 285228 | 88146883 | VNG RUS1000IDX |
| APPLE INC | 254471 | 69180416 | COM |
| AMERICAN CENTY ETF TR | 854577 | 65819485 | AVANTIS EMGMKT |
| VANGUARD WORLD FD | 241091 | 60554937 | MEGA CAP INDEX |
| SPDR S&P 500 ETF TR | 84439 | 57580848 | TR UNIT |
| DIMENSIONAL ETF TRUST | 1145849 | 57177860 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 682150 | 56154617 | INTL EQT ETF |
| VANGUARD CHARLOTTE FDS | 1083328 | 52346407 | TOTAL INT BD ETF |
| MICROSOFT CORP | 102628 | 49632792 | COM |
| DIMENSIONAL ETF TRUST | 1372117 | 45389635 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 1318903 | 45119656 | US LARGE CAP VAL |
| AMERICAN CENTY ETF TR | 470399 | 44203409 | INTL SMCP VLU |
| ISHARES TR | 411059 | 43859978 | SHRT NAT MUN ETF |
| VANGUARD WHITEHALL FDS | 289443 | 41540870 | HIGH DIV YLD |
| DIMENSIONAL ETF TRUST | 1280570 | 40549251 | INTL HIGH PROFIT |
| VANGUARD INDEX FDS | 64050 | 40167535 | S&P 500 ETF SHS |
| ISHARES TR | 447787 | 40059013 | CORE MSCI EAFE |
| ISHARES TR | 814422 | 39703079 | CORE 1 5 YR USD |
| VANGUARD INDEX FDS | 135255 | 39253671 | MID CAP ETF |
| VANGUARD INDEX FDS | 204929 | 39139467 | VALUE ETF |
| ISHARES TR | 826561 | 38468133 | CORE UNIVRSL USD |
| VANGUARD ADMIRAL FDS INC | 84491 | 37563951 | 500 GRTH IDX F |
| DIMENSIONAL ETF TRUST | 1113787 | 36454236 | WORLD EX US CORE |
| VANGUARD INDEX FDS | 140905 | 36346321 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 738218 | 34393570 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 273676 | 33320100 | VNG RUS1000GRW |
| ISHARES TR | 132937 | 33275393 | MSCI USA MMENTM |
| DIMENSIONAL ETF TRUST | 681896 | 32846906 | NATL MUN BD ETF |
| VANGUARD SCOTTSDALE FDS | 394423 | 31447368 | SHRT TRM CORP BD |
| VANGUARD SCOTTSDALE FDS | 360867 | 30222596 | INT-TERM CORP |
| VANGUARD WORLD FD | 244585 | 29585053 | ESG US STK ETF |
| SPDR INDEX SHS FDS | 648230 | 28787886 | PORTFOLIO DEVLPD |
| ISHARES TR | 520429 | 26026672 | CORE INTL AGGR |
| ISHARES TR | 366904 | 24215655 | CORE S&P MCP ETF |
| ISHARES TR | 51155 | 24211827 | RUS 1000 GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 168745 | 24186173 | FTSE SMCAP ETF |
| J P MORGAN EXCHANGE TRADED F | 462858 | 22012137 | SHORT DURA CORE |
| INVESCO QQQ TR | 35719 | 21942389 | UNIT SER 1 |
| VANGUARD MUN BD FDS | 434264 | 21839118 | TAX EXEMPT BD |
| ISHARES TR | 226050 | 21764064 | JPMORGAN USD EMG |
| AMERICAN CENTY ETF TR | 281549 | 21332960 | US LARGE CAP VLU |
| ALPHABET INC | 65480 | 20547582 | CAP STK CL C |
| VANGUARD INDEX FDS | 41003 | 20003544 | GROWTH ETF |
| VANGUARD MALVERN FDS | 403232 | 19943873 | STRM INFPROIDX |
| J P MORGAN EXCHANGE TRADED F | 347881 | 19912701 | EQUITY PREMIUM |
| ISHARES TR | 181727 | 19464746 | NATIONAL MUN ETF |
| AMERICAN CENTY ETF TR | 173402 | 19382902 | US EQT ETF |
| NVIDIA CORPORATION | 103578 | 19317253 | COM |
| ISHARES TR | 766927 | 17543458 | IBONDS 26 TRM TS |
| J P MORGAN EXCHANGE TRADED F | 368751 | 17117436 | BETABUILDERS US |
| AMERICAN CENTY ETF TR | 156177 | 15926967 | US SML CP VALU |
| ISHARES TR | 79802 | 15850362 | MSCI USA QLT FCT |
| VANGUARD STAR FDS | 202986 | 15313278 | VG TL INTL STK F |
| ISHARES TR | 71858 | 15114664 | RUS 1000 VAL ETF |
| VANGUARD BD INDEX FDS | 192483 | 14990610 | INTERMED TERM |
| BERKSHIRE HATHAWAY INC DEL | 29240 | 14697490 | CL B NEW |
| ISHARES TR | 85858 | 14236115 | DOW JONES US ETF |
| ISHARES TR | 128579 | 14168080 | IBOXX INV CP ETF |
| VANGUARD SPECIALIZED FUNDS | 61809 | 13584435 | DIV APP ETF |
| VANGUARD SCOTTSDALE FDS | 223174 | 13106996 | SHORT TERM TREAS |
| ISHARES TR | 105220 | 12969473 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 72598 | 12876706 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 60684 | 12852259 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 294691 | 12798421 | US SUSTAINABILTY |
| J P MORGAN EXCHANGE TRADED F | 262335 | 12421574 | CORE PLUS BD ETF |
| ISHARES INC | 179969 | 12097534 | CORE MSCI EMKT |
| ALPHABET INC | 37976 | 11886634 | CAP STK CL A |
| ISHARES TR | 79606 | 11859672 | ESG AWR MSCI USA |
| ISHARES TR | 235416 | 11292901 | MSCI INTL MOMENT |
| VANGUARD WORLD FD | 156741 | 11225784 | ESG INTL STK ETF |
| ISHARES TR | 118822 | 11188249 | MSCI USA MIN VOL |
| VANGUARD INSTL INDEX FD | 144294 | 10884090 | 0-3 MO TREAS BIL |
| GOLDMAN SACHS ETF TR | 260903 | 10858767 | ACTIVEBETA EME |
| AMAZON COM INC | 45356 | 10469081 | COM |
| ISHARES TR | 215782 | 10325171 | ESG AWR US AGRGT |
| ISHARES TR | 26542 | 10267965 | RUSSELL 3000 ETF |
| FIDELITY MERRIMACK STR TR | 216036 | 9946284 | TOTAL BD ETF |
| VICTORY PORTFOLIOS II | 195167 | 9922307 | SHORT TRM BD ETF |
| MASTERCARD INCORPORATED | 17371 | 9916867 | CL A |
| ISHARES TR | 81456 | 9789355 | CORE S&P SCP ETF |
| ISHARES TR | 57594 | 9720132 | ISHARES BIOTECH |
| DIMENSIONAL ETF TRUST | 127508 | 9433025 | WORLD EQUITY ETF |
| DIMENSIONAL ETF TRUST | 212458 | 9102776 | INTERNATIONAL |
| VANGUARD INTL EQUITY INDEX F | 121875 | 8965161 | ALLWRLD EX US |
| SPROTT ASSET MANAGEMENT LP | 377553 | 8929140 | PHYSICAL SILVER |
| GENERAL DYNAMICS CORP | 26466 | 8910183 | COM |
| ISHARES TR | 394615 | 8867002 | IBONDS 27 TRM TS |
| ISHARES TR | 122155 | 8723061 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 323640 | 8550573 | GLOBAL REAL EST |
| SPDR INDEX SHS FDS | 122591 | 8048829 | S&P EMKTSC ETF |
| VANGUARD BD INDEX FDS | 159273 | 7938181 | VANGUARD ULTRA |
| DIMENSIONAL ETF TRUST | 188708 | 7841748 | INFLATION PROTE |
| VANGUARD INTL EQUITY INDEX F | 55537 | 7833982 | TT WRLD ST ETF |
| DIMENSIONAL ETF TRUST | 204700 | 7801101 | INTL CORE EQT MK |
| ISHARES TR | 79480 | 7557796 | ESG AW MSCI EAFE |
| BERKSHIRE HATHAWAY INC DEL | 10 | 7548000 | CL A |
| ISHARES TR | 107656 | 7226927 | MSCI ACWI EX US |
| SPDR GOLD TR | 18164 | 7198549 | GOLD SHS |
| JPMORGAN CHASE & CO. | 22180 | 7146977 | COM |
| J P MORGAN EXCHANGE TRADED F | 140338 | 6834460 | INTL BD OPP ETF |
| DIMENSIONAL ETF TRUST | 128555 | 6659137 | GLOBAL SUSTAINA |
| ISHARES TR | 260094 | 6564778 | ESG AWRE 1 5 YR |
| JOHNSON & JOHNSON | 31417 | 6501725 | COM |
| ISHARES TR | 43414 | 6455226 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 260847 | 6356847 | SHT TM US TRES |
| ISHARES TR | 16209 | 6053089 | RUS 1000 ETF |
| VISA INC | 17186 | 6027331 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 95356 | 5714693 | INTER TERM TREAS |
| EXXON MOBIL CORP | 46456 | 5590553 | COM |
| GLOBAL X FDS | 294674 | 5572281 | US PFD ETF |
| ISHARES TR | 62238 | 5368007 | MSCI EAFE MIN VL |
| VANGUARD MUN BD FDS | 52050 | 5248202 | INTERMEDIATE TRM |
| VANGUARD INDEX FDS | 16376 | 5155101 | LARGE CAP ETF |
| DIMENSIONAL ETF TRUST | 73753 | 5138386 | US SMALL CAP ETF |
| VANGUARD WELLINGTON FD | 50462 | 5125648 | SHORT TRM TAX EX |
| DIMENSIONAL ETF TRUST | 108892 | 5096124 | US CORE EQT MKT |
| DIMENSIONAL ETF TRUST | 153105 | 4986642 | EMGR CRE EQT MNG |
| HARTFORD FDS EXCHANGE TRADED | 144481 | 4934015 | TOTAL RTRN ETF |
| WEST PHARMACEUTICAL SVSC INC | 16831 | 4630883 | COM |
| PHILIP MORRIS INTL INC | 28264 | 4533482 | COM |
| ISHARES TR | 18336 | 4513498 | RUSSELL 2000 ETF |
| ISHARES TR | 145291 | 4498223 | PFD AND INCM SEC |
| VANECK ETF TRUST | 254565 | 4495610 | PREFERRED SECURT |
| WORLD GOLD TR | 50518 | 4312722 | SPDR GLD MINIS |
| ISHARES TR | 92930 | 4223685 | MSCI INTL QUALTY |
| UNITED AIRLS HLDGS INC | 36612 | 4093954 | COM |
| SEI EXCHANGE TRADED FUNDS | 125200 | 4072994 | SELECT INTL EQUI |
| SEI EXCHANGE TRADED FUNDS | 93864 | 4005135 | ENHANCED US LRG |
| PEPSICO INC | 27623 | 3964499 | COM |
| ISHARES TR | 84018 | 3863156 | ESG AWARE MSCI |
| ISHARES TR | 62440 | 3831293 | GLB INFRASTR ETF |
| META PLATFORMS INC | 5732 | 3783570 | CL A |
| ISHARES TR | 169013 | 3779967 | IBONDS 28 TRM TS |
| DIMENSIONAL ETF TRUST | 161683 | 3702738 | US REAL ESTATE E |
| ISHARES TR | 5394 | 3694256 | CORE S&P500 ETF |
| MARTIN MARIETTA MATLS INC | 5855 | 3645631 | COM |
| ISHARES TR | 62703 | 3602938 | CALIF MUN BD ETF |
| WELLS FARGO CO NEW | 38543 | 3592211 | COM |
| ISHARES TR | 67287 | 3558135 | ISHS 1-5YR INVS |
| SCHWAB STRATEGIC TR | 107087 | 3493168 | US LCAP GR ETF |
| ABRDN ETFS | 178552 | 3487128 | BBRG ALL COMD K1 |
| ISHARES INC | 53753 | 3442328 | MSCI EMERG MRKT |
| ELI LILLY & CO | 3174 | 3411496 | COM |
| VANGUARD INDEX FDS | 38131 | 3374200 | REAL ESTATE ETF |
| SPDR S&P MIDCAP 400 ETF TR | 5498 | 3316878 | UTSER1 S&PDCRP |
| MCDONALDS CORP | 10844 | 3314288 | COM |
| ISHARES TR | 39664 | 3284986 | 1 3 YR TREAS BD |
| SPROTT ASSET MANAGEMENT LP | 98684 | 3258545 | PHYSICAL GOLD TR |
| DIMENSIONAL ETF TRUST | 78019 | 3236234 | EMERGING MARKETS |
| ISHARES INC | 71535 | 3159711 | ESG AWR MSCI EM |
| DEERE & CO | 6455 | 3005112 | COM |
| VANGUARD WHITEHALL FDS | 44146 | 2976792 | EM MK GOV BD ETF |
| UNION PAC CORP | 12678 | 2932575 | COM |
| SCHWAB STRATEGIC TR | 106932 | 2877540 | US LRG CAP ETF |
| ACCENTURE PLC IRELAND | 10553 | 2831320 | SHS CLASS A |
| COSTCO WHSL CORP NEW | 3218 | 2775032 | COM |
| J P MORGAN EXCHANGE TRADED F | 54544 | 2759359 | ULTRA SHRT ETF |
| DOXIMITY INC | 61022 | 2702054 | CL A |
| ISHARES GOLD TR | 32997 | 2678366 | ISHARES NEW |
| PARKER-HANNIFIN CORP | 3009 | 2644526 | COM |
| CHEVRON CORP NEW | 17239 | 2627343 | COM |
| INTERNATIONAL BUSINESS MACHS | 8778 | 2600168 | COM |
| DISNEY WALT CO | 22582 | 2569174 | COM |
| VEEVA SYS INC | 11418 | 2548840 | CL A COM |
| ISHARES TR | 60860 | 2517170 | HDG MSCI EAFE |
| SCHWAB STRATEGIC TR | 84502 | 2502104 | US LCAP VA ETF |
| PROCTER AND GAMBLE CO | 17033 | 2441018 | COM |
| LEIDOS HOLDINGS INC | 13463 | 2428784 | COM |
| BILL HOLDINGS INC | 43823 | 2390106 | COM |
| ABBVIE INC | 10257 | 2343579 | COM |
| HOME DEPOT INC | 6649 | 2287761 | COM |
| TESLA INC | 5072 | 2280980 | COM |
| WALMART INC | 20203 | 2250785 | COM |
| ORACLE CORP | 11449 | 2231616 | COM |
| CATERPILLAR INC | 3803 | 2178779 | COM |
| ARK ETF TR | 28252 | 2173122 | INNOVATION ETF |
| BOEING CO | 9867 | 2142366 | COM |
| ISHARES TR | 10656 | 2127771 | U.S. TECH ETF |
| ZOOM COMMUNICATIONS INC | 24529 | 2116607 | CL A |
| ISHARES TR | 9945 | 2109053 | S&P 500 VAL ETF |
| BROADCOM INC | 5916 | 2047499 | COM |
| ISHARES TR | 92766 | 2035759 | IBONDS 29 TRM TS |
| RTX CORPORATION | 11065 | 2029388 | COM |
| XERIS BIOPHARMA HOLDINGS INC | 245897 | 1930291 | COM |
| ALPHA TAU MEDICAL LTD | 382284 | 1892306 | ORDINARY SHARES |
| SELECT SECTOR SPDR TR | 13058 | 1879995 | STATE STREET TEC |
| VANGUARD WORLD FD | 2409 | 1815555 | INF TECH ETF |
| BLACKSTONE INC | 11759 | 1812577 | COM |
| NETFLIX INC | 18944 | 1776189 | COM |
| EMERSON ELEC CO | 13340 | 1770442 | COM |
| COCA COLA CO | 25293 | 1768234 | COM |
| INVESCO EXCH TRD SLF IDX FD | 28926 | 1768222 | RUSL 1000 DYNM |
| ISHARES TR | 18366 | 1763662 | MSCI EAFE ETF |
| SEI EXCHANGE TRADED FUNDS | 63021 | 1760908 | SELECT SMALL CAP |
| SSGA ACTIVE TR | 28098 | 1750773 | STATE STREET US |
| CISCO SYS INC | 22537 | 1736037 | COM |
| ISHARES U S ETF TR | 20130 | 1735206 | IT RT HDG HGYL |
| STRYKER CORPORATION | 4884 | 1716482 | COM |
| AMERICAN EXPRESS CO | 4573 | 1691796 | COM |
| SEI EXCHANGE TRADED FUNDS | 52848 | 1644910 | SELECT EMERGING |
| DIMENSIONAL ETF TRUST | 49868 | 1640158 | US SMALL CAP VAL |
| SCHWAB STRATEGIC TR | 67452 | 1621540 | INTL EQTY ETF |
| SOUTHERN CO | 18477 | 1611175 | COM |
| SCHWAB STRATEGIC TR | 56501 | 1609157 | US SML CAP ETF |
| ISHARES TR | 40996 | 1595234 | MSCI EAFE SMCP |
| ISHARES TR | 15845 | 1582578 | CORE US AGGBD ET |
| ISHARES INC | 21692 | 1576586 | MSCI EMRG CHN |
| ISHARES TR | 18991 | 1566378 | CORE MSCI INTL |
| GE AEROSPACE | 5083 | 1565622 | COM NEW |
| TYLER TECHNOLOGIES INC | 3420 | 1552509 | COM |
| SPDR INDEX SHS FDS | 33110 | 1549865 | PORTFOLIO EMG MK |
| MERCK & CO INC | 14701 | 1547389 | COM |
| MONDELEZ INTL INC | 28282 | 1522446 | CL A |
| VANGUARD INDEX FDS | 5014 | 1514915 | SML CP GRW ETF |
| VANGUARD WHITEHALL FDS | 16320 | 1468844 | INTL HIGH ETF |
| FEDEX CORP | 5037 | 1454927 | COM |
| STARBUCKS CORP | 16935 | 1426122 | COM |
| TEXAS INSTRS INC | 8214 | 1425041 | COM |
| SALESFORCE INC | 5371 | 1422744 | COM |
| WISDOMTREE TR | 20925 | 1397790 | US MIDCAP FUND |
| SPDR DOW JONES INDL AVERAGE | 2901 | 1393996 | UT SER 1 |
| ISHARES TR | 55215 | 1377603 | GLOBAL REIT ETF |
| AT&T INC | 55040 | 1367181 | COM |
| AMERICAN CENTY ETF TR | 15729 | 1351321 | AVANTIS ALL EQT |
| ADVANCED MICRO DEVICES INC | 6101 | 1306531 | COM |
| VANGUARD SCOTTSDALE FDS | 4339 | 1303124 | VNG RUS3000IDX |
| VANGUARD INDEX FDS | 6220 | 1300701 | EXTEND MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 11905 | 1293642 | DIVERSFED RTRN |
| PIMCO ETF TR | 24095 | 1262819 | INTER MUN BD ACT |
| J P MORGAN EXCHANGE TRADED F | 18208 | 1240688 | DIV RTN INT EQ |
| VANGUARD SCOTTSDALE FDS | 17934 | 1232804 | TOTAL WLD BD ETF |
| AMERICAN CENTY ETF TR | 28162 | 1225903 | REAL ESTATE ETF |
| PALANTIR TECHNOLOGIES INC | 6866 | 1220441 | CL A |
| D R HORTON INC | 8453 | 1217488 | COM |
| VERIZON COMMUNICATIONS INC | 29378 | 1196553 | COM |
| ROCKWELL AUTOMATION INC | 3072 | 1195287 | COM |
| QUALCOMM INC | 6794 | 1162187 | COM |
| DIMENSIONAL ETF TRUST | 15783 | 1162128 | US CORE EQUITY 1 |
| ABBOTT LABS | 9156 | 1147115 | COM |
| AUTOMATIC DATA PROCESSING IN | 4452 | 1145236 | COM |
| TRANE TECHNOLOGIES PLC | 2903 | 1129874 | SHS |
| ISHARES TR | 11671 | 1095761 | U.S. REAL ES ETF |
| AMERICAN CENTY ETF TR | 26063 | 1092639 | AVANTIS CORE FI |
| INVESCO EXCH TRD SLF IDX FD | 52827 | 1088233 | INVSCO BLSH 28 |
| DIMENSIONAL ETF TRUST | 21289 | 1078288 | ULTRASHORT FIXED |
| INVESCO EXCH TRD SLF IDX FD | 54478 | 1075387 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 54792 | 1072548 | BULSHS 2026 CB |
| WELLTOWER INC | 5777 | 1072333 | COM |
| INVESCO EXCH TRD SLF IDX FD | 56863 | 1071020 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 63271 | 1070546 | INVSCO 30 CORP |
| ISHARES TR | 16179 | 1053253 | US HLTHCARE ETF |
| INVESCO EXCH TRADED FD TR II | 16675 | 1050710 | S&P GBL WATER |
| UNITEDHEALTH GROUP INC | 3146 | 1038634 | COM |
| SCHWAB STRATEGIC TR | 38042 | 1035119 | FUNDAMENTAL US L |
| BANK AMERICA CORP | 18282 | 1005528 | COM |
| ALLSTATE CORP | 4707 | 979785 | COM |
| LOCKHEED MARTIN CORP | 2020 | 976866 | COM |
| ISHARES TR | 8773 | 964197 | TIPS BD ETF |
| ISHARES TR | 11532 | 954042 | MRGSTR MD CP ETF |
| VANGUARD WORLD FD | 14931 | 950047 | ESG US CORP BD |
| PACCAR INC | 8615 | 943422 | COM |
| ISHARES TR | 6590 | 918284 | ESG OPTIMIZED |
| VANGUARD CALIF TAX FREE FDS | 8997 | 902002 | TAX EXEMPT BD FD |
| ISHARES TR | 7859 | 893768 | SP SMCP600VL ETF |
| FIRST TR EXCHANGE-TRADED FD | 23287 | 881863 | NO AMER ENERGY |
| STANTEC INC | 9337 | 881039 | COM |
| DIMENSIONAL ETF TRUST | 15988 | 864455 | GLOBAL CORE PLUS |
| SCIENCE APPLICATIONS INTL CO | 8573 | 862958 | COM |
| ISHARES TR | 7227 | 862546 | 3 7 YR TREAS BD |
| WISDOMTREE TR | 25742 | 861070 | US SMALLCAP DIVD |
| NORTHROP GRUMMAN CORP | 1485 | 846553 | COM |
| TJX COS INC NEW | 5507 | 845871 | COM |
| VICTORY PORTFOLIOS II | 15928 | 840690 | VICSHS DV AC ETF |
| J P MORGAN EXCHANGE TRADED F | 16461 | 838533 | ULTRA SHT MUNCPL |
| INVESCO EXCH TRD SLF IDX FD | 48642 | 812070 | BULETSHS 2031 CP |
| NEXTERA ENERGY INC | 9876 | 792821 | COM |
| CONOCOPHILLIPS | 8447 | 790679 | COM |
| ISHARES TR | 2301 | 789035 | S&P 100 ETF |
| GE VERNOVA INC | 1154 | 754223 | COM |
| ISHARES TR | 5266 | 743302 | SELECT DIVID ETF |
| AVISTA CORP | 19176 | 739046 | COM |
| ISHARES TR | 3972 | 719839 | RUS 2000 VAL ETF |
| HONEYWELL INTL INC | 3611 | 704540 | COM |
| WASTE MGMT INC DEL | 3199 | 702887 | COM |
| SPDR INDEX SHS FDS | 15557 | 700376 | DJ GLB RL ES ETF |
| ISHARES TR | 6340 | 698378 | TRUST ISHARE 0-1 |
| ELEVANCE HEALTH INC FORMERLY | 1986 | 696324 | COM |
| DOMINION ENERGY INC | 11826 | 692874 | COM |
| MORGAN STANLEY | 3857 | 684645 | COM NEW |
| PFIZER INC | 27414 | 682611 | COM |
| VANGUARD WORLD FD | 3615 | 668978 | UTILITIES ETF |
| AMGEN INC | 2017 | 660251 | COM |
| ISHARES TR | 17644 | 659797 | BROAD USD HIGH |
| UGI CORP NEW | 17612 | 659228 | COM |
| MARRIOTT INTL INC NEW | 2116 | 656318 | CL A |
| SCHWAB STRATEGIC TR | 21685 | 652068 | US MID-CAP ETF |
| DUKE ENERGY CORP NEW | 5511 | 645966 | COM NEW |
| ISHARES TR | 39096 | 642354 | GL CLEAN ENE ETF |
| AMERICAN ELEC PWR CO INC | 5534 | 638083 | COM |
| KROGER CO | 10175 | 635703 | COM |
| EDWARDS LIFESCIENCES CORP | 7433 | 633663 | COM |
| ISHARES BITCOIN TRUST ETF | 12759 | 633484 | SHS BEN INT |
| ISHARES TR | 2071 | 623625 | ISHARES SEMICDTR |
| CUMMINS INC | 1217 | 621273 | COM |
| FIDELITY NATIONAL FINANCIAL | 11270 | 615236 | COM SHS |
| ISHARES TR | 30850 | 612225 | IBOND DEC 2030 |
| VANGUARD SCOTTSDALE FDS | 12865 | 605684 | MTG-BKD SECS ETF |
| DIMENSIONAL ETF TRUST | 10030 | 599580 | DIMENSIONAL US |
| ANALOG DEVICES INC | 2184 | 592373 | COM |
| ISHARES SILVER TR | 9113 | 587032 | ISHARES |
| SCHWAB STRATEGIC TR | 22086 | 585050 | US TIPS ETF |
| INTEL CORP | 15656 | 577718 | COM |
| ALTRIA GROUP INC | 9995 | 576298 | COM |
| CONSOLIDATED EDISON INC | 5701 | 566225 | COM |
| PURECYCLE TECHNOLOGIES INC | 65535 | 562950 | COM |
| ISHARES TR | 10352 | 553915 | NEW YORK MUN ETF |
| LAM RESEARCH CORP | 3198 | 547383 | COM NEW |
| BANK NEW YORK MELLON CORP | 4700 | 545584 | COM |
| TRUIST FINL CORP | 11083 | 545406 | COM |
| GLOBAL PMTS INC | 7046 | 545361 | COM |
| SCHWAB STRATEGIC TR | 16623 | 544387 | EMRG MKTEQ ETF |
| ISHARES TR | 5655 | 544384 | RUS MID CAP ETF |
| CONSTELLATION ENERGY CORP | 1538 | 543230 | COM |
| GLOBAL X FDS | 13292 | 540062 | S&P 500 COVERED |
| PIMCO ETF TR | 10645 | 536847 | SHTRM MUN BD ACT |
| DANAHER CORPORATION | 2329 | 533163 | COM |
| ADOBE INC | 1519 | 531635 | COM |
| ASML HOLDING N V | 496 | 530651 | N Y REGISTRY SHS |
| MICRON TECHNOLOGY INC | 1850 | 527919 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 6532 | 524531 | COM |
| CITIGROUP INC | 4448 | 519038 | COM NEW |
| CORTEVA INC | 7740 | 518833 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 5834 | 514630 | COM |
| ISHARES TR | 3760 | 514105 | MSCI USA VALUE |
| ISHARES TR | 3599 | 507576 | RUS MDCP VAL ETF |
| KKR & CO INC | 3946 | 503040 | COM |
| PNC FINL SVCS GROUP INC | 2406 | 502197 | COM |
| SHERWIN WILLIAMS CO | 1525 | 494161 | COM |
| ANAVEX LIFE SCIENCES CORP | 138006 | 491301 | COM NEW |
| WP CAREY INC | 7603 | 489329 | COM |
| ISHARES TR | 1765 | 488799 | RUS TP200 GR ETF |
| SCHWAB STRATEGIC TR | 18436 | 483567 | US BRD MKT ETF |
| WISDOMTREE TR | 5881 | 476419 | INTL SMCAP DIV |
| NIKE INC | 7431 | 473461 | CL B |
| CELLDEX THERAPEUTICS INC NEW | 17024 | 462372 | COM NEW |
| FORD MTR CO | 34996 | 459144 | COM |
| 3M CO | 2799 | 448119 | COM |
| COMCAST CORP NEW | 14958 | 447096 | CL A |
| EATON CORP PLC | 1398 | 445321 | SHS |
| BRISTOL-MYERS SQUIBB CO | 8253 | 445152 | COM |
| ACUITY INC | 1229 | 442489 | COM |
| SCHWAB STRATEGIC TR | 16095 | 441497 | US DIVIDEND EQ |
| HERSHEY CO | 2420 | 440332 | COM |
| ZIONS BANCORPORATION N A | 7429 | 434894 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 18587 | 433263 | SPONSORED ADR |
| THERMO FISHER SCIENTIFIC INC | 744 | 431138 | COM |
| DARDEN RESTAURANTS INC | 2341 | 430809 | COM |
| YUM BRANDS INC | 2798 | 423249 | COM |
| GENERAL MLS INC | 9085 | 422441 | COM |
| VANECK ETF TRUST | 4922 | 422128 | GOLD MINERS ETF |
| INVESCO EXCH TRD SLF IDX FD | 9489 | 421996 | RUSL 2000 DYNM |
| PHILLIPS 66 | 3255 | 420079 | COM |
| AMERICAN CENTY ETF TR | 8838 | 416137 | AVANTIS SHFXDINC |
| FIDELITY COVINGTON TRUST | 10772 | 411167 | ENHANCED LARGE |
| WHEATON PRECIOUS METALS CORP | 3495 | 410724 | COM |
| LOWES COS INC | 1699 | 409762 | COM |
| KIMBERLY-CLARK CORP | 4037 | 407318 | COM |
| VISTRA CORP | 2521 | 406785 | COM |
| ISHARES TR | 7380 | 403760 | MSCI EMG MKT ETF |
| GOLDMAN SACHS GROUP INC | 451 | 396786 | COM |
| ALLIANT ENERGY CORP | 6094 | 396171 | COM |
| CVS HEALTH CORP | 4946 | 392479 | COM |
| HEWLETT PACKARD ENTERPRISE C | 16112 | 387014 | COM |
| APOLLO GLOBAL MGMT INC | 2596 | 375800 | COM |
| AMERIPRISE FINL INC | 766 | 375512 | COM |
| APPLIED MATLS INC | 1454 | 373768 | COM |
| AMERICAN CENTY ETF TR | 5833 | 371974 | AVANTIS EMERGING |
| ISHARES TR | 14397 | 371579 | IBONDS DEC 2034 |
| DIMENSIONAL ETF TRUST | 7389 | 370042 | CALIF MUN BD ETF |
| DTE ENERGY CO | 2802 | 361406 | COM |
| INVESCO EXCH TRADED FD TR II | 14879 | 359477 | CALIF AMT MUN |
| MANAGER DIRECTED PORTFOLIOS | 34563 | 359456 | VERT GLB SUST RE |
| CARRIER GLOBAL CORPORATION | 6762 | 357308 | COM |
| BOOKING HOLDINGS INC | 66 | 355139 | COM |
| MIDWESTONE FINL GROUP INC NE | 9216 | 354816 | COM |
| SAP SE | 1433 | 348090 | SPON ADR |
| AIR PRODS & CHEMS INC | 1404 | 346852 | COM |
| VALERO ENERGY CORP | 2106 | 342841 | COM |
| INVESCO EXCHANGE TRADED FD T | 1744 | 334029 | S&P500 EQL WGT |
| ISHARES TR | 4292 | 332759 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 7298 | 329943 | FUNDAMENTAL INTL |
| AMEREN CORP | 3294 | 328985 | COM |
| F&G ANNUITIES & LIFE INC | 10551 | 325492 | COMMON STOCK |
| PRUDENTIAL FINL INC | 2873 | 324354 | COM |
| VANGUARD WORLD FD | 1124 | 323541 | HEALTH CAR ETF |
| BROADRIDGE FINL SOLUTIONS IN | 1447 | 322929 | COM |
| PIMCO ETF TR | 3423 | 318647 | ACTIVE BD ETF |
| ESSENTIAL UTILS INC | 8254 | 316633 | COM |
| ISHARES TR | 3289 | 313211 | MBS ETF |
| ROYAL BK CDA | 1816 | 309610 | COM |
| NOVARTIS AG | 2240 | 308839 | SPONSORED ADR |
| AMPHENOL CORP NEW | 2280 | 308162 | CL A |
| BECTON DICKINSON & CO | 1575 | 305673 | COM |
| CORNING INC | 3485 | 305124 | COM |
| XCEL ENERGY INC | 4120 | 304335 | COM |
| ISHARES TR | 4334 | 300900 | CORE DIV GRWTH |
| WISDOMTREE TR | 5955 | 299656 | FLOATNG RAT TREA |
| EVERSOURCE ENERGY | 4450 | 299604 | COM |
| VANGUARD INTL EQUITY INDEX F | 6535 | 299564 | GLB EX US ETF |
| CENCORA INC | 883 | 298253 | COM |
| AMPLIFY ETF TR | 3684 | 296072 | AMPLIFY CYBERSEC |
| HP INC | 13259 | 295415 | COM |
| WILLIAMS COS INC | 4900 | 294523 | COM |
| CAPITAL ONE FINL CORP | 1214 | 294318 | COM |
| SELECT SECTOR SPDR TR | 6554 | 293038 | STATE STREET ENE |
| KLA CORP | 240 | 291644 | COM NEW |
| ILLINOIS TOOL WKS INC | 1181 | 290993 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 955 | 290313 | SPONSORED ADS |
| HCA HEALTHCARE INC | 620 | 289412 | COM |
| OCCIDENTAL PETE CORP | 7019 | 288627 | COM |
| BERKLEY W R CORP | 4112 | 288339 | COM |
| VANGUARD INTL EQUITY INDEX F | 3409 | 285052 | FTSE EUROPE ETF |
| VANGUARD WORLD FD | 1373 | 284966 | MATERIALS ETF |
| MCKESSON CORP | 345 | 283008 | COM |
| AON PLC | 799 | 281963 | SHS CL A |
| THE CIGNA GROUP | 1023 | 281557 | COM |
| AFLAC INC | 2546 | 280789 | COM |
| JACOBS SOLUTIONS INC | 2076 | 274988 | COM |
| AMERICAN CENTY ETF TR | 4706 | 274413 | EMERGING MKT VAL |
| TORONTO DOMINION BK ONT | 2880 | 271296 | COM NEW |
| CHUBB LIMITED | 868 | 270962 | COM |
| VANECK ETF TRUST | 10438 | 269497 | JP MRGAN EM LOC |
| SYNOPSYS INC | 572 | 268680 | COM |
| UNITED RENTALS INC | 330 | 267079 | COM |
| DECKERS OUTDOOR CORP | 2570 | 266432 | COM |
| VANGUARD WORLD FD | 645 | 266237 | MEGA GRWTH IND |
| GOLDMAN SACHS ETF TR | 3517 | 266002 | ACTIVEBETA US |
| SPDR INDEX SHS FDS | 6473 | 264501 | S&P INTL SMLCP |
| LENNOX INTL INC | 542 | 263184 | COM |
| OTIS WORLDWIDE CORP | 2980 | 260344 | COM |
| SHELL PLC | 3534 | 259676 | SPON ADS |
| GLOBAL X FDS | 7142 | 258755 | RBTCS ARTFL INTE |
| DELTA AIR LINES INC DEL | 3717 | 257983 | COM NEW |
| IQVIA HLDGS INC | 1138 | 256517 | COM |
| GAMING & LEISURE PPTYS INC | 5734 | 256253 | COM |
| TRAVELERS COMPANIES INC | 882 | 255834 | COM |
| PULTE GROUP INC | 2168 | 254185 | COM |
| ISHARES TR | 4715 | 254044 | ISHS 5-10YR INVT |
| UNIVERSAL DISPLAY CORP | 2151 | 251190 | COM |
| US BANCORP DEL | 4696 | 250555 | COM NEW |
| BLACKROCK INC | 231 | 247335 | COM |
| OMEROS CORP | 14288 | 245396 | COM |
| SELECT SECTOR SPDR TR | 6030 | 243311 | STATE STREET REA |
| VANECK ETF TRUST | 4643 | 237350 | HIGH YLD MUNIETF |
| VANGUARD INDEX FDS | 841 | 234757 | MCAP GR IDXVIP |
| ISHARES TR | 6144 | 233779 | MSCI INTL VLU FT |
| LINDE PLC | 548 | 233557 | SHS |
| SEMPRA | 2636 | 232707 | COM |
| AMPLIFY ETF TR | 4085 | 232386 | BLOCKCHAIN TECHN |
| INVESCO EXCHANGE TRADED FD T | 3264 | 229827 | WATER RES ETF |
| ISHARES TR | 2709 | 229258 | CORE MSCI TOTAL |
| AMPLIFY ETF TR | 8262 | 228617 | AMPLIFY JUNIOR S |
| PIMCO ETF TR | 2258 | 226568 | ENHAN SHRT MA AC |
| ARCHER DANIELS MIDLAND CO | 3921 | 225438 | COM |
| EXPEDIA GROUP INC | 791 | 224100 | COM NEW |
| WISDOMTREE TR | 2197 | 223736 | US HIGH DIVIDEND |
| TOPBUILD CORP | 534 | 222779 | COM |
| NUVEEN S&P 500 BUY-WRITE INC | 15035 | 221009 | COM |
| ETF OPPORTUNITIES TRUST | 10000 | 220300 | OPPORTUNISTIC TR |
| INVESCO EXCH TRADED FD TR II | 871 | 220265 | NASDAQ 100 ETF |
| NEWMONT CORP | 2198 | 219499 | COM |
| ISHARES TR | 9455 | 217697 | US TREAS BD ETF |
| S&P GLOBAL INC | 412 | 215452 | COM |
| M & T BK CORP | 1065 | 214591 | COM |
| PIMCO ETF TR | 3989 | 214050 | 1-5 US TIP IDX |
| EA SERIES TRUST | 9148 | 213148 | EA BRIDGEWAY OMN |
| THRIVENT ETF TRUST | 5107 | 212643 | SMALL MID CAP EQ |
| CSX CORP | 5845 | 211869 | COM |
| TAPESTRY INC | 1657 | 211739 | COM |
| FACTSET RESH SYS INC | 729 | 211550 | COM |
| SOMNIGROUP INTERNATIONAL INC | 2368 | 211415 | COM |
| ISHARES TR | 1479 | 209264 | MSCI ACWI ETF |
| SHOPIFY INC | 1299 | 209138 | CL A SUB VTG SHS |
| INVESCO EXCH TRADED FD TR II | 18578 | 208820 | PFD ETF |
| VANGUARD INTL EQUITY INDEX F | 2297 | 207677 | FTSE PACIFIC ETF |
| DIMENSIONAL ETF TRUST | 5419 | 205922 | INTL SMALL CAP V |
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