Asset Dedication, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Asset Dedication, LLC held in its portfolio 500 assets valued at $1,523,184,947 (i.e. $1.52B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($172.25M), DIMENSIONAL ETF TRUST ($154.81M), and DIMENSIONAL ETF TRUST ($89.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Asset Dedication, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4350772 | 172247066 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 2600142 | 154812460 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 2652610 | 89499057 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 2519884 | 86835211 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 2616035 | 86538423 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 1955734 | 64011177 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 699869 | 51909254 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 1238418 | 47059879 | INTL SMALL CAP V |
| SPDR SERIES TRUST | 393154 | 33642129 | STATE STREET SPD |
| INVESCO EXCH TRD SLF IDX FD | 1416991 | 27737610 | BULSHS 2026 CB |
| APPLE INC | 96560 | 26250678 | COM |
| NVIDIA CORPORATION | 108619 | 20257371 | COM |
| MICROSOFT CORP | 36684 | 17741279 | COM |
| INVESCO EXCH TRD SLF IDX FD | 882010 | 17410878 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 792335 | 16322098 | INVSCO BLSH 28 |
| ISHARES TR | 87342 | 12986813 | CORE S&P TTL STK |
| BROADCOM INC | 35508 | 12289246 | COM |
| INVESCO EXCH TRD SLF IDX FD | 616952 | 11620292 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 645966 | 10929740 | INVSCO 30 CORP |
| AMAZON COM INC | 46121 | 10645598 | COM |
| VANGUARD INDEX FDS | 30837 | 10338755 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 30744 | 9906263 | COM |
| SCHWAB STRATEGIC TR | 355323 | 9561737 | US LRG CAP ETF |
| WALMART INC | 81842 | 9118005 | COM |
| AMERICAN EXPRESS CO | 24189 | 8948697 | COM |
| ISHARES TR | 77424 | 8804634 | SP SMCP600VL ETF |
| INVESCO EXCH TRD SLF IDX FD | 496329 | 8286215 | BULETSHS 2031 CP |
| SPDR S&P 500 ETF TR | 12043 | 8212226 | TR UNIT |
| ALPHABET INC | 25985 | 8154092 | CAP STK CL C |
| CATERPILLAR INC | 13983 | 8010492 | COM |
| ISHARES TR | 112613 | 7817623 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 204549 | 7376022 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 250924 | 7146305 | US SML CAP ETF |
| ISHARES TR | 79723 | 7132031 | CORE MSCI EAFE |
| NETFLIX INC | 74328 | 6968994 | COM |
| ISHARES TR | 51725 | 6806544 | S&P MC 400VL ETF |
| INVESCO EXCH TRD SLF IDX FD | 316959 | 6616517 | BULLETSHS 2032 |
| VISA INC | 18420 | 6460213 | COM CL A |
| GOLDMAN SACHS GROUP INC | 7213 | 6339984 | COM |
| VANGUARD INDEX FDS | 9912 | 6216425 | S&P 500 ETF SHS |
| ISHARES TR | 271240 | 6204620 | IBONDS 26 TRM TS |
| ORACLE CORP | 30600 | 5964332 | COM |
| EXXON MOBIL CORP | 48715 | 5862354 | COM |
| META PLATFORMS INC | 8746 | 5773415 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 259202 | 5712514 | INVESCO BULLETSH |
| INTERNATIONAL BUSINESS MACHS | 18415 | 5454782 | COM |
| ALPHABET INC | 17163 | 5371959 | CAP STK CL A |
| ISHARES INC | 78716 | 5291285 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 109271 | 4681717 | INTERNATIONAL |
| ELI LILLY & CO | 4336 | 4660050 | COM |
| COSTCO WHSL CORP NEW | 5322 | 4589279 | COM |
| ISHARES TR | 198025 | 4449628 | IBONDS 27 TRM TS |
| ISHARES TR | 52180 | 4303799 | CORE MSCI INTL |
| TRAVELERS COMPANIES INC | 14800 | 4292948 | COM |
| INVESCO EXCH TRD SLF IDX FD | 181064 | 4281259 | BULSHS 2026 MUNI |
| SCHWAB STRATEGIC TR | 127897 | 4172007 | US LCAP GR ETF |
| SPDR INDEX SHS FDS | 85994 | 4025400 | PORTFOLIO EMG MK |
| RTX CORPORATION | 20850 | 3823966 | COM |
| CISCO SYS INC | 49420 | 3806786 | COM |
| MCDONALDS CORP | 12404 | 3791092 | COM |
| HOME DEPOT INC | 10794 | 3714126 | COM |
| DIMENSIONAL ETF TRUST | 84799 | 3682821 | US SUSTAINABILTY |
| AMGEN INC | 10972 | 3591194 | COM |
| ISHARES TR | 5171 | 3541995 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 85379 | 3541503 | EMERGING MARKETS |
| COCA COLA CO | 50630 | 3539546 | COM |
| ISHARES TR | 157804 | 3529287 | IBONDS 28 TRM TS |
| JOHNSON & JOHNSON | 16965 | 3510973 | COM |
| ISHARES TR | 151272 | 3319664 | IBONDS 29 TRM TS |
| INVESCO QQQ TR | 5373 | 3300671 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 125424 | 3289884 | US BRD MKT ETF |
| INVESCO EXCH TRD SLF IDX FD | 138717 | 3282766 | BULSHS 2027 MUNI |
| ISHARES TR | 160490 | 3184925 | IBOND DEC 2030 |
| MASTERCARD INCORPORATED | 5563 | 3175868 | CL A |
| 3M CO | 19682 | 3151046 | COM |
| ISHARES TR | 14669 | 3110855 | S&P 500 VAL ETF |
| ISHARES TR | 143426 | 2943819 | IBONDS DEC 2031 |
| SPDR DOW JONES INDL AVERAGE | 6068 | 2916230 | UT SER 1 |
| INVESCO EXCH TRD SLF IDX FD | 122008 | 2867188 | BULSHS 2028 MUNI |
| UNITEDHEALTH GROUP INC | 8270 | 2729946 | COM |
| ISHARES TR | 18820 | 2622517 | ESG OPTIMIZED |
| VANGUARD TAX-MANAGED FDS | 41767 | 2609186 | VAN FTSE DEV MKT |
| ISHARES TR | 18391 | 2596021 | S&P SML 600 GWT |
| VANGUARD INTL EQUITY INDEX F | 48168 | 2589524 | FTSE EMR MKT ETF |
| ISHARES TR | 5423 | 2566589 | RUS 1000 GRW ETF |
| PROCTER AND GAMBLE CO | 17777 | 2547619 | COM |
| VANGUARD INDEX FDS | 13129 | 2507554 | VALUE ETF |
| ISHARES TR | 108595 | 2505830 | IBONDS DEC 2032 |
| ABBVIE INC | 10716 | 2448512 | COM |
| SCHWAB STRATEGIC TR | 51675 | 2315746 | FUNDAMENTAL INTL |
| AMERICAN CENTY ETF TR | 22627 | 2307471 | US SML CP VALU |
| VANGUARD INDEX FDS | 4700 | 2292930 | GROWTH ETF |
| INVESCO EXCH TRD SLF IDX FD | 108896 | 2288995 | BULLETSHARES 203 |
| CHEVRON CORP NEW | 14194 | 2163262 | COM |
| SERVICENOW INC | 14032 | 2149563 | COM |
| LOWES COS INC | 8437 | 2034667 | COM |
| ISHARES TR | 44099 | 2027689 | ESG AWARE MSCI |
| T-MOBILE US INC | 9961 | 2022513 | COM |
| SCHWAB STRATEGIC TR | 67883 | 2010008 | US LCAP VA ETF |
| HUBBELL INC | 4520 | 2007378 | COM |
| ISHARES TR | 5373 | 2006390 | RUS 1000 ETF |
| MERCK & CO INC | 18815 | 1980474 | COM |
| BANK AMERICA CORP | 35421 | 1948162 | COM |
| WISDOMTREE TR | 31606 | 1946639 | GLB HIGH DIV FD |
| DISNEY WALT CO | 17018 | 1936155 | COM |
| HONEYWELL INTL INC | 9667 | 1885936 | COM |
| ISHARES TR | 21916 | 1854971 | CORE MSCI TOTAL |
| MICRON TECHNOLOGY INC | 6312 | 1801508 | COM |
| AMERICAN CENTY ETF TR | 23155 | 1783389 | AVANTIS EMGMKT |
| INVESCO EXCH TRD SLF IDX FD | 80344 | 1769577 | INVSC 30 MUNI BD |
| GENERAL DYNAMICS CORP | 5056 | 1702095 | COM |
| CAPITAL ONE FINL CORP | 6963 | 1687553 | COM |
| EATON CORP PLC | 5276 | 1680353 | SHS |
| ADVANCED MICRO DEVICES INC | 7825 | 1675802 | COM |
| COHERENT CORP | 9000 | 1661130 | COM |
| GILEAD SCIENCES INC | 13431 | 1648483 | COM |
| ISHARES TR | 13472 | 1619090 | CORE S&P SCP ETF |
| FLEXSHARES TR | 25113 | 1603667 | MSTAR EMKT FAC |
| ISHARES TR | 7612 | 1601074 | RUS 1000 VAL ETF |
| INVESCO EXCH TRD SLF IDX FD | 69041 | 1598300 | BULSHS 2029 MUNI |
| SCHWAB STRATEGIC TR | 57996 | 1590837 | US DIVIDEND EQ |
| SALESFORCE INC | 5926 | 1569799 | COM |
| ISHARES TR | 10968 | 1547962 | SELECT DIVID ETF |
| ISHARES INC | 20643 | 1500334 | MSCI EMRG CHN |
| VERIZON COMMUNICATIONS INC | 36826 | 1499923 | COM |
| VANGUARD INTL EQUITY INDEX F | 10415 | 1492821 | FTSE SMCAP ETF |
| ISHARES TR | 3838 | 1484731 | RUSSELL 3000 ETF |
| VANGUARD INDEX FDS | 6984 | 1479183 | SM CP VAL ETF |
| SHERWIN WILLIAMS CO | 4498 | 1457487 | COM |
| NIKE INC | 22873 | 1457254 | CL B |
| AT&T INC | 58084 | 1442807 | COM |
| TEXAS INSTRS INC | 8148 | 1413623 | COM |
| CHUBB LIMITED | 4525 | 1412343 | COM |
| SCHWAB STRATEGIC TR | 58601 | 1408761 | INTL EQTY ETF |
| SAP SE | 5489 | 1333333 | SPON ADR |
| BOEING CO | 6141 | 1333270 | COM |
| PROGRESSIVE CORP | 5811 | 1323281 | COM |
| CITIGROUP INC | 11302 | 1318795 | COM NEW |
| PEPSICO INC | 9166 | 1315524 | COM |
| MORGAN STANLEY | 7377 | 1309639 | COM NEW |
| EBAY INC. | 14980 | 1304726 | COM |
| TESLA INC | 2811 | 1264299 | COM |
| VANGUARD INDEX FDS | 4845 | 1249754 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 32563 | 1240976 | INTL CORE EQT MK |
| ELEVANCE HEALTH INC FORMERLY | 3526 | 1236040 | COM |
| COLGATE PALMOLIVE CO | 15593 | 1232159 | COM |
| INTUIT | 1860 | 1232112 | COM |
| ILLINOIS TOOL WKS INC | 4904 | 1207856 | COM |
| AMERICAN CENTY ETF TR | 20589 | 1200545 | EMERGING MKT VAL |
| VANGUARD INDEX FDS | 4136 | 1200442 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 37460 | 1180365 | FUNDAMENTAL US S |
| ADOBE INC | 3363 | 1177017 | COM |
| ISHARES TR | 12315 | 1171062 | ESG AW MSCI EAFE |
| DIMENSIONAL ETF TRUST | 16787 | 1169536 | US SMALL CAP ETF |
| LOCKHEED MARTIN CORP | 2385 | 1153687 | COM |
| ISHARES INC | 25920 | 1144905 | ESG AWR MSCI EM |
| BLACKROCK INC | 1067 | 1142053 | COM |
| INTEL CORP | 30852 | 1138439 | COM |
| ENTERPRISE PRODS PARTNERS L | 35050 | 1123703 | COM |
| ABBOTT LABS | 8863 | 1110409 | COM |
| AMERICAN CENTY ETF TR | 11717 | 1101025 | INTL SMCP VLU |
| FIRST TR EXCHANGE-TRADED FD | 6646 | 1097271 | SHS |
| ISHARES INC | 16700 | 1069468 | MSCI EMERG MRKT |
| VANGUARD INTL EQUITY INDEX F | 14108 | 1037821 | ALLWRLD EX US |
| INVESCO EXCH TRD SLF IDX FD | 49093 | 1037581 | BULLETSHS 31 MUN |
| NORTHROP GRUMMAN CORP | 1814 | 1034361 | COM |
| DEERE & CO | 2139 | 995855 | COM |
| INVESCO EXCH TRD SLF IDX FD | 39455 | 990716 | BULLETSHS 32 MUN |
| STARBUCKS CORP | 11285 | 950295 | COM |
| DIMENSIONAL ETF TRUST | 18754 | 935844 | INTERNATNAL VAL |
| ISHARES TR | 18425 | 914882 | ESG SELECT SCRE |
| ISHARES TR | 12337 | 880986 | EAFE VALUE ETF |
| ISHARES TR | 9018 | 865984 | MSCI EAFE ETF |
| SPDR INDEX SHS FDS | 21986 | 860754 | S&P EM MKT DIV |
| CUMMINS INC | 1636 | 835097 | COM |
| VANGUARD WHITEHALL FDS | 5799 | 832220 | HIGH DIV YLD |
| THERMO FISHER SCIENTIFIC INC | 1434 | 830932 | COM |
| TRANSDIGM GROUP INC | 624 | 829827 | COM |
| ISHARES TR | 4120 | 822682 | U.S. TECH ETF |
| LINDE PLC | 1925 | 820801 | SHS |
| YUM BRANDS INC | 5397 | 816459 | COM |
| ISHARES BITCOIN TRUST ETF | 16407 | 814608 | SHS BEN INT |
| VANGUARD INDEX FDS | 2657 | 802707 | SML CP GRW ETF |
| WISDOMTREE TR | 11963 | 799129 | US MIDCAP FUND |
| INVESCO EXCH TRADED FD TR II | 11169 | 797690 | S&P500 LOW VOL |
| ISHARES TR | 8328 | 784165 | MSCI USA MIN VOL |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| AUTOMATIC DATA PROCESSING IN | 2914 | 749694 | COM |
| SCHWAB STRATEGIC TR | 22633 | 741216 | EMRG MKTEQ ETF |
| QUALCOMM INC | 4271 | 730629 | COM |
| METLIFE INC | 9186 | 725151 | COM |
| ISHARES TR | 9252 | 717281 | EAFE SML CP ETF |
| VANGUARD SPECIALIZED FUNDS | 3164 | 695375 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 21825 | 695127 | S&P500 EQL HLT |
| LULULEMON ATHLETICA INC | 3295 | 684734 | COM |
| DANAHER CORPORATION | 2973 | 680654 | COM |
| UNITED STS COMMODITY INDEX F | 8666 | 672569 | COMM IDX FND |
| SPDR GOLD TR | 1692 | 670557 | GOLD SHS |
| AMERICAN CENTY ETF TR | 10265 | 668404 | AVANTIS RESPONSI |
| VANGUARD WORLD FD | 9259 | 663119 | ESG INTL STK ETF |
| INVESCO EXCH TRADED FD TR II | 15292 | 646199 | RAFI DVLPD MRKTS |
| SLB LIMITED | 16799 | 644746 | COM STK |
| WISDOMTREE TR | 12303 | 634835 | US MIDCAP DIVID |
| CROWDSTRIKE HLDGS INC | 1353 | 634233 | CL A |
| PPG INDS INC | 6183 | 633511 | COM |
| PARKER-HANNIFIN CORP | 705 | 619667 | COM |
| ASML HOLDING N V | 577 | 617310 | N Y REGISTRY SHS |
| MARRIOTT INTL INC NEW | 1976 | 613035 | CL A |
| PFIZER INC | 23756 | 591522 | COM |
| PALO ALTO NETWORKS INC | 3149 | 580046 | COM |
| MCKESSON CORP | 697 | 571743 | COM |
| INVESCO EXCHANGE TRADED FD T | 4019 | 539834 | BUYBACK ACHIEV |
| VANECK ETF TRUST | 5192 | 537684 | MRNGSTR WDE MOAT |
| DELL TECHNOLOGIES INC | 4218 | 530964 | CL C |
| INVESCO EXCH TRD SLF IDX FD | 21123 | 519229 | BULLETSHARE 2034 |
| QNITY ELECTRONICS INC | 6333 | 517091 | COMMON STOCK |
| DIMENSIONAL ETF TRUST | 14443 | 494103 | US LARGE CAP VAL |
| FIRST TR EXCHANGE-TRADED FD | 1805 | 485870 | DJ INTERNT IDX |
| ISHARES TR | 2421 | 480860 | MSCI USA QLT FCT |
| LAM RESEARCH CORP | 2804 | 479989 | COM NEW |
| COMCAST CORP NEW | 15391 | 460026 | CL A |
| ISHARES TR | 10756 | 457991 | ESG SELECT SCREE |
| SPDR INDEX SHS FDS | 10282 | 456640 | PORTFOLIO DEVLPD |
| FIDELITY WISE ORIGIN BITCOIN | 5895 | 449376 | SHS |
| ISHARES GOLD TR | 5363 | 435315 | ISHARES NEW |
| ISHARES INC | 3647 | 433082 | MSCI GBL MIN VOL |
| ISHARES TR | 6537 | 431442 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 558 | 420610 | INF TECH ETF |
| PNC FINL SVCS GROUP INC | 1996 | 416626 | COM |
| AMERICAN CENTY ETF TR | 5046 | 415414 | INTL EQT ETF |
| WELLS FARGO CO NEW | 4385 | 408658 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 5011 | 402384 | COM |
| SUNCOR ENERGY INC NEW | 9021 | 400172 | COM |
| ISHARES TR | 5811 | 398027 | MRNING SM CP ETF |
| CHIPOTLE MEXICAN GRILL INC | 10393 | 384541 | COM |
| US BANCORP DEL | 7180 | 383125 | COM NEW |
| SPDR INDEX SHS FDS | 9303 | 380104 | S&P INTL SMLCP |
| CONOCOPHILLIPS | 4022 | 376508 | COM |
| DIMENSIONAL ETF TRUST | 8025 | 375570 | US CORE EQT MKT |
| SPDR S&P MIDCAP 400 ETF TR | 622 | 375241 | UTSER1 S&PDCRP |
| SOUTHERN CO | 4274 | 372693 | COM |
| SHOPIFY INC | 2274 | 366046 | CL A SUB VTG SHS |
| DUPONT DE NEMOURS INC | 8693 | 349451 | COM |
| ISHARES TR | 1012 | 347180 | S&P 100 ETF |
| VANGUARD INDEX FDS | 1238 | 345576 | MCAP GR IDXVIP |
| INVESCO EXCHANGE TRADED FD T | 5973 | 344848 | DORSEY WRGT FINL |
| VANGUARD INTL EQUITY INDEX F | 3984 | 333103 | FTSE EUROPE ETF |
| VANGUARD INDEX FDS | 1023 | 322157 | LARGE CAP ETF |
| WISDOMTREE TR | 6424 | 318750 | US S CAP QTY DIV |
| ATMOS ENERGY CORP | 1885 | 315983 | COM |
| ISHARES TR | 3029 | 310550 | CORE S&P US VLU |
| HARTFORD INSURANCE GROUP INC | 2243 | 309137 | COM |
| NEXTERA ENERGY INC | 3849 | 308998 | COM |
| ACCENTURE PLC IRELAND | 1149 | 308277 | SHS CLASS A |
| THE CIGNA GROUP | 1113 | 306356 | COM |
| ISHARES TR | 6552 | 304876 | EGSADVNCDMSCI EM |
| CONSOLIDATED EDISON INC | 3043 | 302273 | COM |
| SCHWAB STRATEGIC TR | 6566 | 298936 | INTL SCEQT ETF |
| ISHARES TR | 3213 | 296400 | U.S. FIN SVC ETF |
| INVESCO EXCH TRADED FD TR II | 10947 | 282550 | RAFI EMRGNG MRKT |
| STRYKER CORPORATION | 800 | 281176 | COM |
| NORFOLK SOUTHN CORP | 967 | 279193 | COM |
| WILLIAMS COS INC | 4608 | 276987 | COM |
| ASTRAZENECA PLC | 2949 | 271071 | SPONSORED ADR |
| INVESCO EXCH TRADED FD TR II | 4275 | 266623 | S&P MIDCP LOW |
| ALPS ETF TR | 3236 | 266485 | BARRONS 400 ETF |
| MONDELEZ INTL INC | 4852 | 261172 | CL A |
| ISHARES TR | 1434 | 259856 | RUS 2000 VAL ETF |
| WISDOMTREE TR | 2849 | 254787 | US QTLY DIV GRT |
| FIRST TR EXCHANGE TRADED FD | 3665 | 254608 | RISNG DIVD ACHIV |
| TAIWAN SEMICONDUCTOR MFG LTD | 833 | 253141 | SPONSORED ADS |
| SCHWAB STRATEGIC TR | 9261 | 252003 | FUNDAMENTAL US L |
| SCHWAB CHARLES CORP | 2512 | 250929 | COM |
| PARK NATL CORP | 1636 | 248967 | COM |
| AVERY DENNISON CORP | 1344 | 244447 | COM |
| V F CORP | 13443 | 243050 | COM |
| AMERICAN HEALTHCARE REIT INC | 5141 | 241936 | COM SHS |
| PALANTIR TECHNOLOGIES INC | 1361 | 241918 | CL A |
| GE AEROSPACE | 785 | 241804 | COM NEW |
| INTUITIVE SURGICAL INC | 426 | 241270 | COM NEW |
| TARGA RES CORP | 1307 | 241142 | COM |
| FTAI AVIATION LTD | 1221 | 240354 | SHS |
| AON PLC | 680 | 239959 | SHS CL A |
| APPLIED MATLS INC | 924 | 237459 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 859 | 236561 | ORD SHS |
| PACER FDS TR | 3000 | 235950 | TRENDPILOT 100 |
| BRISTOL-MYERS SQUIBB CO | 4336 | 233884 | COM |
| DIMENSIONAL ETF TRUST | 7076 | 230466 | EMGR CRE EQT MNG |
| SNAP ON INC | 667 | 229875 | COM |
| SELECT SECTOR SPDR TR | 1484 | 229724 | STATE STREET HEA |
| AIR PRODS & CHEMS INC | 921 | 227592 | COM |
| EMERSON ELEC CO | 1709 | 226884 | COM |
| ARISTA NETWORKS INC | 1728 | 226420 | COM SHS |
| CARRIER GLOBAL CORPORATION | 4212 | 222546 | COM |
| UNION PAC CORP | 954 | 220680 | COM |
| CAPRI HOLDINGS LIMITED | 8828 | 215404 | SHS |
| VANGUARD INTL EQUITY INDEX F | 1514 | 213514 | TT WRLD ST ETF |
| TJX COS INC NEW | 1373 | 210887 | COM |
| NXP SEMICONDUCTORS N V | 970 | 210549 | COM |
| OREILLY AUTOMOTIVE INC | 2295 | 209327 | COM |
| ISHARES TR | 2419 | 208639 | MSCI EAFE MIN VL |
| ISHARES TR | 8133 | 208506 | IBONDS DEC 26 |
| INVESCO EXCH TRD SLF IDX FD | 9665 | 207895 | BULETSHS 2029 HG |
| AUTODESK INC | 692 | 204839 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 1426 | 202695 | COM SHS |
| ISHARES TR | 1643 | 202517 | S&P 500 GRWT ETF |
| EASTMAN CHEM CO | 3172 | 202469 | COM |
| ISHARES TR | 2082 | 201705 | S&P MC 400GR ETF |
| ISHARES TR | 2392 | 198106 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 943 | 197201 | EXTEND MKT ETF |
| SELECT SECTOR SPDR TR | 1367 | 196801 | STATE STREET TEC |
| PACCAR INC | 1785 | 195429 | COM |
| SELECT SECTOR SPDR TR | 3558 | 194872 | STATE STREET FIN |
| ISHARES TR | 777 | 194491 | MSCI USA MMENTM |
| ARM HOLDINGS PLC | 1700 | 185827 | SPONSORED ADS |
| L3HARRIS TECHNOLOGIES INC | 629 | 184656 | COM |
| MINERALS TECHNOLOGIES INC | 3000 | 182850 | COM |
| CORNING INC | 2086 | 182651 | COM |
| ISHARES TR | 7535 | 182565 | IBONDS DEC2026 |
| WISDOMTREE TR | 3162 | 180013 | US SMALLCAP FUND |
| AMERICAN CENTY ETF TR | 2805 | 178859 | AVANTIS EMERGING |
| WASTE MGMT INC DEL | 802 | 176300 | COM |
| ISHARES INC | 5572 | 173624 | EM MKTS DIV ETF |
| CSX CORP | 4722 | 171173 | COM |
| LAUDER ESTEE COS INC | 1619 | 169542 | CL A |
| ISHARES TR | 2600 | 169026 | CORE 60/40 BALAN |
| FARMERS NATIONAL BANC CORP | 12583 | 167606 | COM |
| ONEOK INC NEW | 2260 | 166110 | COM |
| KLA CORP | 134 | 162821 | COM NEW |
| PHILLIPS 66 | 1249 | 161168 | COM |
| TE CONNECTIVITY PLC | 705 | 160395 | ORD SHS |
| BANK HAWAII CORP | 2318 | 158482 | COM |
| NETEASE INC | 1148 | 157988 | SPONSORED ADS |
| NUCOR CORP | 950 | 154955 | COM |
| CORTEVA INC | 2309 | 154754 | COM |
| SCHWAB STRATEGIC TR | 4971 | 149478 | US MID-CAP ETF |
| TIDAL TRUST I | 6962 | 149335 | RPAR RISK PARI |
| VANGUARD MALVERN FDS | 3005 | 148628 | STRM INFPROIDX |
| ISHARES INC | 2556 | 147865 | EMNG MKTS EQT |
| TRUIST FINL CORP | 2974 | 146351 | COM |
| ISHARES TR | 982 | 146299 | ESG AWR MSCI USA |
| ISHARES TR | 594 | 146192 | RUSSELL 2000 ETF |
| TARGET CORP | 1494 | 146039 | COM |
| VANGUARD INDEX FDS | 1644 | 145478 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 2402 | 145370 | EMERGING MRKTETS |
| ANALOG DEVICES INC | 534 | 144821 | COM |
| MCCORMICK & CO INC | 2061 | 140375 | COM NON VTG |
| METTLER TOLEDO INTERNATIONAL | 100 | 139419 | COM |
| CVS HEALTH CORP | 1717 | 136262 | COM |
| HUMANA INC | 529 | 135493 | COM |
| APPLOVIN CORP | 201 | 135438 | COM CL A |
| BP PLC | 3888 | 135031 | SPONSORED ADR |
| IDACORP INC | 1065 | 134787 | COM |
| BOOKING HOLDINGS INC | 25 | 133884 | COM |
| VERTEX PHARMACEUTICALS INC | 294 | 133288 | COM |
| OTIS WORLDWIDE CORP | 1503 | 131279 | COM |
| ISHARES TR | 2274 | 129528 | CRE U S REIT ETF |
| RB GLOBAL INC | 1249 | 128485 | COM |
| PACER FDS TR | 2125 | 127870 | US CASH COWS 100 |
| VANGUARD STAR FDS | 1671 | 126092 | VG TL INTL STK F |
| ISHARES TR | 389 | 125651 | RUS 2000 GRW ETF |
| DIMENSIONAL ETF TRUST | 1650 | 122091 | WORLD EQUITY ETF |
| CENCORA INC | 352 | 118888 | COM |
| VANGUARD SCOTTSDALE FDS | 970 | 118068 | VNG RUS1000GRW |
| BLACKSTONE INC | 755 | 116403 | COM |
| AFLAC INC | 1053 | 116115 | COM |
| EMBRAER S.A. | 1785 | 114901 | SPONSORED ADS |
| DUKE ENERGY CORP NEW | 976 | 114397 | COM NEW |
| KROGER CO | 1827 | 114137 | COM |
| ISHARES TR | 410 | 113546 | RUS TP200 GR ETF |
| VANGUARD ADMIRAL FDS INC | 552 | 113078 | 500 VAL IDX FD |
| VERALTO CORP | 1132 | 112957 | COM SHS |
| EA SERIES TRUST | 4115 | 111876 | STANCE SUSTAINAB |
| ROCKWELL AUTOMATION INC | 285 | 110885 | COM |
| MERCADOLIBRE INC | 55 | 110785 | COM |
| MARATHON PETE CORP | 673 | 109450 | COM |
| CONSTELLATION ENERGY CORP | 301 | 106335 | COM |
| ETFS GOLD TR | 2561 | 105206 | PHYSCL GOLD SHS |
| ISHARES TR | 1048 | 105199 | 0-3 MNTH TREASRY |
| VANGUARD INDEX FDS | 586 | 103939 | MCAP VL IDXVIP |
| MARVELL TECHNOLOGY INC | 1212 | 102996 | COM |
| KINROSS GOLD CORP | 3638 | 102447 | COM |
| VANGUARD ADMIRAL FDS INC | 228 | 101367 | 500 GRTH IDX F |
| VALERO ENERGY CORP | 617 | 100442 | COM |
| SELECT SECTOR SPDR TR | 1206 | 98909 | STATE STREET CON |
| TRANE TECHNOLOGIES PLC | 251 | 97690 | SHS |
| VANECK ETF TRUST | 1910 | 97640 | HIGH YLD MUNIETF |
| WISDOMTREE TR | 1210 | 97476 | INTL MIDCAP DV |
| EXPEDITORS INTL WASH INC | 651 | 97006 | COM |
| BARRICK MNG CORP | 2214 | 96420 | COM SHS |
| INVESCO EXCH TRD SLF IDX FD | 4350 | 95700 | INVSCO 28 HYCORP |
| GE VERNOVA INC | 144 | 94115 | COM |
| ISHARES TR | 1712 | 93682 | MSCI EMG MKT ETF |
| SOLSTICE ADVANCED MATLS INC | 1927 | 93614 | COM SHS |
| INVESCO EXCH TRD SLF IDX FD | 3950 | 92193 | INVSCO BLSH 26 |
| ONTO INNOVATION INC | 579 | 91401 | COM |
| PACER FDS TR | 2055 | 91200 | US SMALL CAP CAS |
| NEWMONT CORP | 906 | 90465 | COM |
| BOSTON SCIENTIFIC CORP | 946 | 90202 | COM |
| PAYPAL HLDGS INC | 1537 | 89741 | COM |
| NOVO-NORDISK A S | 1755 | 89295 | ADR |
| AMERICAN CENTY ETF TR | 795 | 88866 | US EQT ETF |
| ITT INC | 510 | 88491 | COM |
| BANK NEW YORK MELLON CORP | 759 | 88113 | COM |
| SANOFI SA | 1812 | 87810 | SPONSORED ADR |
| TAKE-TWO INTERACTIVE SOFTWAR | 340 | 87051 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 3508 | 85490 | SHS |
| ISHARES TR | 887 | 85392 | RUS MID CAP ETF |
| EVEREST GROUP LTD | 250 | 84838 | COM |
| WILLIAMS SONOMA INC | 468 | 83581 | COM |
| FIRST SOLAR INC | 315 | 82288 | COM |
| FIRST TR EXCHANGE TRADED FD | 837 | 81056 | NASD TECH DIV |
| KINSALE CAP GROUP INC | 207 | 80962 | COM |
| DIMENSIONAL ETF TRUST | 1737 | 80909 | US MKTWIDE VALUE |
| FEDEX CORP | 280 | 80881 | COM |
| ISHARES TR | 573 | 80822 | RUS MDCP VAL ETF |
| ISHARES TR | 475 | 80166 | ISHARES BIOTECH |
| ROSS STORES INC | 443 | 79803 | COM |
| ISHARES TR | 3248 | 78860 | IBONDS 27 ETF |
| S&P GLOBAL INC | 149 | 77866 | COM |
| AXON ENTERPRISE INC | 137 | 77807 | COM |
| INVESCO DB COMMDY INDX TRCK | 3467 | 77516 | UNIT |
| WELLTOWER INC | 405 | 75173 | COM |
| FORD MTR CO | 5714 | 74968 | COM |
| VANGUARD BD INDEX FDS | 1000 | 74070 | TOTAL BND MRKT |
| VANGUARD ADMIRAL FDS INC | 731 | 73839 | MIDCP 400 VAL |
| STERIS PLC | 291 | 73775 | SHS USD |
| HP INC | 3278 | 73040 | COM |
| PIMCO EQUITY SER | 3155 | 72954 | RAFI DYN EMERG |
| AKAMAI TECHNOLOGIES INC | 830 | 72418 | COM |
| SEMPRA | 818 | 72222 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 2564 | 71946 | SHS NEW |
| ISHARES SILVER TR | 1109 | 71442 | ISHARES |
| SHELL PLC | 972 | 71423 | SPON ADS |
| TOYOTA MOTOR CORP | 331 | 70854 | ADS |
| FIDELITY COVINGTON TRUST | 1936 | 70819 | ENHANCED INTL |
| GARTNER INC | 280 | 70639 | COM |
| ISHARES TR | 1687 | 69977 | INTERNATIONAL SL |
| ARCHER AVIATION INC | 9260 | 69636 | COM CL A |
| UNITED PARCEL SERVICE INC | 701 | 69533 | CL B |
| GLOBAL X FDS | 1916 | 69417 | RBTCS ARTFL INTE |
| PHILIP MORRIS INTL INC | 428 | 68652 | COM |
| SOLVENTUM CORP | 865 | 68543 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 952 | 68021 | NASDAQ CYB ETF |
| ISHARES TR | 2655 | 67588 | IBDS DEC28 ETF |
| APOLLO GLOBAL MGMT INC | 461 | 66735 | COM |
| MESA LABS INC | 830 | 65155 | COM |
| PROSHARES TR | 625 | 65044 | S&P 500 DV ARIST |
| CHARTER COMMUNICATIONS INC N | 311 | 64922 | CL A |
| CARDINAL HEALTH INC | 314 | 64527 | COM |
| INTERNATIONAL PAPER CO | 1638 | 64521 | COM |
| ESSENTIAL UTILS INC | 1677 | 64330 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 4345 | 63959 | INQQ THE INDIA I |
| MOTOROLA SOLUTIONS INC | 165 | 63248 | COM NEW |
| BLUEROCK PVT REAL ESTATE FD | 4186 | 62790 | COM |
| EQUINIX INC | 82 | 62516 | COM |
| VANGUARD SCOTTSDALE FDS | 208 | 62469 | VNG RUS3000IDX |
| VULCAN MATLS CO | 219 | 62464 | COM |
| PRUDENTIAL FINL INC | 550 | 62124 | COM |
| KINDER MORGAN INC DEL | 2221 | 61056 | COM |
| REPUBLIC SVCS INC | 288 | 61036 | COM |
| ISHARES TR | 382 | 60242 | MICRO-CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 940 | 59390 | US QUALTY FCTR |
| NOVARTIS AG | 428 | 59009 | SPONSORED ADR |
| MEDTRONIC PLC | 610 | 58597 | SHS |
| EA SERIES TRUST | 1121 | 57474 | FREEDOM 100 EM |
| SNOWFLAKE INC | 262 | 57473 | COM SHS |
| VANGUARD ADMIRAL FDS INC | 584 | 57092 | SMLCP 600 VAL |
| FIRST TR EXCHNG TRADED FD VI | 1661 | 56906 | FT VEST LADDERED |
| ISHARES TR | 3445 | 56602 | GL CLEAN ENE ETF |
| FLEXSHARES TR | 700 | 56567 | QUALT DIVD IDX |
| BROADRIDGE FINL SOLUTIONS IN | 253 | 56463 | COM |
| KEURIG DR PEPPER INC | 1964 | 55012 | COM |
| EOG RES INC | 507 | 53241 | COM |
| EXELON CORP | 1216 | 53006 | COM |
| HUNTINGTON BANCSHARES INC | 3036 | 52675 | COM |
| WALKER & DUNLOP INC | 865 | 52030 | COM |
| ISHARES TR | 309 | 51894 | CORE S&P US GWT |
| FIDELITY COVINGTON TRUST | 1055 | 51877 | CONSMR STAPLES |
| COGNIZANT TECHNOLOGY SOLUTIO | 620 | 51495 | CL A |
| PAYCHEX INC | 459 | 51491 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 620 | 50853 | COMMON STOCK |
| ENTERGY CORP NEW | 548 | 50652 | COM |
| ISHARES TR | 384 | 49471 | ESG MSCI KLD 400 |
| CLEVELAND-CLIFFS INC NEW | 3725 | 49468 | COM |
| NBT BANCORP INC | 1190 | 49409 | COM |
| SUN LIFE FINANCIAL INC. | 787 | 49109 | COM |
| HILTON WORLDWIDE HLDGS INC | 169 | 48546 | COM |
| EVERSOURCE ENERGY | 718 | 48343 | COM |
| THE TRADE DESK INC | 1268 | 48134 | COM CL A |
| WEC ENERGY GROUP INC | 456 | 48090 | COM |
| SOUTHERN COPPER CORP | 334 | 47919 | COM |
| ISHARES GOLD TR | 1100 | 47289 | SHARES REPRESENT |
| CALAMOS STRATEGIC TOTAL RETU | 2400 | 46080 | COM SH BEN INT |
| ISHARES TR | 336 | 46012 | RUS MD CP GR ETF |
| SERVICE CORP INTL | 586 | 45691 | COM |
| AMERICAN ELEC PWR CO INC | 395 | 45548 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 1175 | 45508 | SHS NEW |
| DIMENSIONAL ETF TRUST | 1192 | 45325 | US HIGH PROFITAB |
| INVESCO EXCHANGE TRADED FD T | 791 | 45198 | DJ INDL AVG DV |
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