Birchwood Financial Partners, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Birchwood Financial Partners, Inc. held in its portfolio 352 assets valued at $100,724,648 (i.e. $100.73M).
The most valuable assets in the portfolio included: ISHARES ESG AWARE MSCI USA ETF ($7.16M), APPLE INC ($5.01M), and SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF ($4.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 352 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Birchwood Financial Partners, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF | 48088 | 7164183 | ETF |
| APPLE INC | 18440 | 5013129 | Stock |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 99889 | 4515985 | ETF |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 45087 | 4196705 | ETF |
| VANGUARD S&P 500 ETF | 6105 | 3828789 | ETF |
| HARBOR LONG-TERM GROWERS ETF | 115088 | 3579758 | ETF |
| MICROSOFT | 7386 | 3572165 | Stock |
| DONALDSON INC COM | 39684 | 3518380 | Stock |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 75746 | 2731389 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 42110 | 2630582 | ETF |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 55371 | 2545968 | ETF |
| UNITEDHEALTH GROUP | 6104 | 2015061 | Stock |
| VANGUARD EXTENDED MARKET ETF | 9185 | 1920809 | ETF |
| JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | 28733 | 1744974 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 51765 | 1688561 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 38176 | 1686236 | ETF |
| ISHARES CORE S&P 500 ETF | 2401 | 1644320 | ETF |
| ISHARES ESG AWARE MSCI EAFE ETF | 16514 | 1570334 | ETF |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 47121 | 1484795 | ETF |
| 3M CO COM | 8159 | 1306290 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 47135 | 1292917 | ETF |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 47226 | 1285010 | ETF |
| CAPITAL GROUP GROWTH ETF | 27271 | 1212750 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 40998 | 1103261 | ETF |
| C H ROBINSON WORLDWIDE INC | 5575 | 896237 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1779 | 894214 | Stock |
| CAPITAL GROUP DIVIDEND VALUE ETF | 19232 | 839295 | ETF |
| JPMORGAN INCOME ETF | 16553 | 766225 | ETF |
| CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | 29679 | 756228 | ETF |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 24990 | 739951 | ETF |
| CAPITAL GROUP CORE BOND ETF | 27527 | 730019 | ETF |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 15377 | 685033 | ETF |
| XCEL ENERGY INC COM | 9094 | 671683 | Stock |
| WELLS FARGO & CO COM | 7200 | 671040 | Stock |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 6494 | 651652 | ETF |
| ISHARES GOLD TRUST ETF | 7982 | 647899 | ETF |
| META PLATFORMS INC CL A | 963 | 635726 | Stock |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 9220 | 612502 | ETF |
| FASTENAL CO | 14801 | 593984 | Stock |
| ORACLE CORPORATION | 3018 | 588238 | Stock |
| SCHWAB U.S. SMALL-CAP ETF | 20301 | 578162 | ETF |
| BROOKFIELD CORP CL A LTD VT SH | 12528 | 574910 | Stock |
| VANGUARD ESG U.S. STOCK ETF | 4751 | 574641 | ETF |
| HOME DEPOT | 1658 | 570518 | Stock |
| DAVIS SELECT INTERNATIONAL ETF | 19687 | 561080 | ETF |
| ISHARES ESG MSCI KLD 400 ETF | 4279 | 551211 | ETF |
| ALPHABET INC CAP STK CL C | 1605 | 503517 | Stock |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | 7104 | 465641 | ETF |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 15694 | 463764 | ETF |
| LAM RESEARCH CORP COM NEW | 2690 | 460474 | Stock |
| SCHWAB EMERGING MARKETS EQUITY ETF | 13898 | 455166 | ETF |
| OAKMARK U.S. LARGE CAP ETF | 15433 | 437671 | ETF |
| JOHNSON & JOHNSON COM | 2094 | 433352 | Stock |
| NUVEEN ESG LARGE-CAP GROWTH ETF | 4292 | 419745 | ETF |
| EXXON MOBIL CORP COM | 3415 | 411008 | Stock |
| ALPHABET INC CAP STK CL A | 1301 | 407344 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 16921 | 406792 | ETF |
| ISHARES CORE S&P U.S. GROWTH ETF | 2409 | 404567 | ETF |
| PROCTER & GAMBLE CO COM | 2793 | 400281 | Stock |
| STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | 2773 | 397235 | ETF |
| HARTFORD FINL SVCS GROUP INC | 2816 | 388035 | Stock |
| JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | 7829 | 328740 | ETF |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 2764 | 328221 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 4680 | 308880 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 898 | 301077 | ETF |
| GRACO INC COM | 3343 | 274059 | Stock |
| ISHARES SELECT DIVIDEND ETF | 1908 | 269255 | ETF |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 5869 | 267218 | ETF |
| US BANCORP COM NEW | 5000 | 266818 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 2160 | 259604 | ETF |
| PEPSICO INC COM | 1807 | 259363 | Stock |
| PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | 4447 | 229065 | ETF |
| TORO CO COM | 2736 | 215378 | Stock |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | 1683 | 207482 | ETF |
| CAPITAL GROUP CONSERVATIVE EQUITY ETF | 6766 | 206306 | ETF |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 4147 | 205111 | ETF |
| MEDTRONIC PLC SHS | 2122 | 203839 | Stock |
| INTL BUSINESS MACHINES | 684 | 202681 | Stock |
| MASTERCARD INC | 355 | 202662 | Stock |
| COSTCO WHOLESALE CORPORATION COM | 231 | 199376 | Stock |
| VANGUARD SMALL-CAP GROWTH ETF | 658 | 198706 | ETF |
| ISHARES SHORT DURATION BOND ACTIVE ETF | 3877 | 198096 | ETF |
| ELI LILLY & CO COM | 183 | 196907 | Stock |
| JPMORGAN DIVERSIFIED RETURN USE EQUITY | 1529 | 189532 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 882 | 185475 | ETF |
| AMAZON.COM INC | 745 | 171961 | Stock |
| POWERSHARES QQQ TRUST ETF | 278 | 170838 | ETF |
| CAPITAL GROUP CORE BALANCED ETF | 4828 | 170558 | ETF |
| BNY MELLON INTERNATIONAL EQUITY ETF | 1822 | 168633 | ETF |
| DEERE & CO COM | 356 | 165607 | Stock |
| ISHARES CORE S&P US VALUE ETF | 1559 | 159865 | ETF |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | 2374 | 155450 | ETF |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 2104 | 150712 | ETF |
| FEDEX CORP COM | 509 | 147030 | Stock |
| SOLVENTUM CORP COM SHS | 1798 | 142474 | Stock |
| ECOLAB INC COM | 540 | 141688 | Stock |
| YUM BRANDS INC COM | 883 | 133635 | Stock |
| CAPITAL GROUP CORE EQUITY ETF | 3148 | 126632 | ETF |
| CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | 3927 | 125396 | ETF |
| GENERAL MILLS INC COM | 2590 | 120425 | Stock |
| STATE STREET SPDR S&P 500 ETF | 175 | 119107 | ETF |
| BECTON DICKINSON & CO COM | 600 | 116442 | Stock |
| GE AEROSPACE COM NEW | 375 | 115511 | Stock |
| INCYTE CORP | 1165 | 115067 | Stock |
| DAVIS SELECT U.S. EQUITY ETF | 2178 | 111361 | ETF |
| UNION PAC CORP COM | 480 | 111034 | Stock |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 2102 | 110124 | Stock |
| SCHWAB U.S. REIT ETF | 4729 | 98780 | ETF |
| ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 1312 | 97207 | ETF |
| DAYFORCE INC COM | 1400 | 96824 | Stock |
| MCDONALDS CORP COM | 313 | 95689 | Stock |
| CONSTELLATION ENERGY CORP COM | 269 | 95030 | Stock |
| SHERWIN WILLIAMS CO COM | 293 | 94941 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 201 | 94221 | Stock |
| BANK AMERICA CORP COM | 1709 | 93995 | Stock |
| ISHARES S&P 500 GROWTH ETF | 761 | 93774 | ETF |
| CANADIAN PACIFIC KANSAS CITY COM | 1250 | 92038 | Stock |
| EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | 3570 | 89902 | CEF |
| FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | 1800 | 88425 | ETF |
| GOLDMAN SACHS GROUP INC | 100 | 87900 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 1164 | 87788 | ETF |
| CAPITAL GROUP GLOBAL EQUITY ETF | 2750 | 86975 | ETF |
| VANGUARD LARGE-CAP ETF | 276 | 86759 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 404 | 85639 | ETF |
| NUVEEN ESG LARGE-CAP VALUE ETF | 1867 | 84108 | ETF |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 883 | 83143 | ETF |
| IDEXX LABS INC COM | 121 | 81860 | Stock |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | 3612 | 80746 | ETF |
| CAPITAL ONE FINL CORP COM | 330 | 79979 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 398 | 79051 | ETF |
| JOHN HANCOCK PREFERRED INCOME FUND | 4494 | 72753 | CEF |
| EMERSON ELEC CO COM | 538 | 71381 | Stock |
| INTEL CORP COM | 1934 | 71354 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 900 | 70929 | ETF |
| VISA INC COM CL A | 200 | 70176 | Stock |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 1498 | 69717 | ETF |
| VANGUARD VALUE ETF | 360 | 68838 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 385 | 68434 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 919 | 65653 | ETF |
| DIMENSIONAL U.S. EQUITY MARKET ETF | 861 | 63860 | ETF |
| TARGET CORP COM | 634 | 62013 | Stock |
| GE VERNOVA INC COM | 93 | 60782 | Stock |
| BANK MONTREAL MEDIUM COM | 467 | 60612 | Stock |
| ISHARES S&P MID-CAP 400 VALUE ETF | 458 | 60321 | ETF |
| CATERPILLAR INC COM | 105 | 60151 | Stock |
| NVIDIA CORPORATION COM | 321 | 59867 | Stock |
| VANGUARD TOTAL BOND MARKET ETF | 795 | 58886 | ETF |
| ISHARES MSCI EAFE GROWTH ETF | 510 | 58116 | ETF |
| ISHARES CORE MSCI EAFE ETF | 645 | 57710 | ETF |
| FLEXSHARES ULTRA-SHORT INCOME FUND | 750 | 56528 | ETF |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 2113 | 56375 | ETF |
| S&P GLOBAL INC COM | 107 | 55917 | Stock |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 894 | 54364 | ETF |
| COCA COLA CO COM | 773 | 54040 | Stock |
| GENERAL AMERN INVS CO INC COM | 918 | 53914 | CEF |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1000 | 53880 | ETF |
| DISNEY WALT CO COM | 470 | 53472 | Stock |
| ALLSTATE CORP COM | 250 | 52038 | Stock |
| OREILLY AUTOMOTIVE INC COM | 570 | 51990 | Stock |
| VANGUARD ESG U.S. CORPORATE BOND ETF | 815 | 51858 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 1020 | 51296 | ETF |
| VANGUARD GROWTH ETF | 105 | 51225 | ETF |
| JPMORGAN CHASE & CO COM | 158 | 50928 | Stock |
| WALMART INC COM | 453 | 50469 | Stock |
| WW GRAINGER INC COM | 50 | 50453 | Stock |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 1250 | 50434 | ETF |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | 2075 | 50369 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 930 | 50180 | Stock |
| AMERICAN EXPRESS CO COM | 133 | 49368 | Stock |
| WEC ENERGY GROUP INC COM | 465 | 49088 | Stock |
| CISCO SYS INC | 635 | 48914 | Stock |
| DAVIS SELECT WORLDWIDE ETF | 985 | 45940 | ETF |
| VANECK PHARMACEUTICAL ETF | 439 | 45246 | ETF |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 850 | 44948 | ETF |
| ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | 1049 | 43389 | ETF |
| VANGUARD S&P 500 GROWTH ETF | 97 | 43125 | ETF |
| CHEVRON CORPORATION COM | 283 | 43113 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 637 | 42819 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 75 | 42477 | Stock |
| ISHARES 0-5 YEAR TIPS BOND ETF | 411 | 42082 | ETF |
| MORGAN STANLEY COM NEW | 236 | 41897 | Stock |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 150 | 41309 | Stock |
| VANGUARD SHORT-TERM TREASURY ETF | 700 | 41111 | ETF |
| DANAHER CORPORATION COM | 177 | 40519 | Stock |
| OTTER TAIL CORP COM | 500 | 40405 | Stock |
| ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | 949 | 40392 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 1750 | 40294 | ETF |
| GLOBAL X U.S. PREFERRED ETF | 2118 | 40051 | ETF |
| NVENT ELECTRIC PLC SHS | 391 | 39911 | Stock |
| WASTE CONNECTIONS INC COM | 225 | 39456 | Stock |
| TJX COS INC NEW COM | 250 | 38403 | Stock |
| PFIZER INC COM | 1515 | 37720 | Stock |
| HONEYWELL INTL INC | 190 | 37067 | Stock |
| ISHARES MBS ETF | 389 | 37041 | ETF |
| ISHARES S&P 500 VALUE ETF | 168 | 35677 | ETF |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 350 | 35551 | ETF |
| AFLAC INC COM | 322 | 35523 | Stock |
| EXELON CORP COM | 807 | 35182 | Stock |
| STRYKER CORPORATION COM | 100 | 35147 | Stock |
| VANGUARD S&P 500 VALUE ETF | 167 | 34210 | ETF |
| VANGUARD S&P SMALL-CAP 600 VALUE ETF | 348 | 34020 | ETF |
| FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | 879 | 33877 | ETF |
| INTUIT COM | 50 | 33121 | Stock |
| ISHARES BITCOIN TRUST ETF | 666 | 33067 | ETF |
| MCKESSON CORP COM | 40 | 32812 | Stock |
| MARRIOTT INTL INC NEW CL A | 105 | 32575 | Stock |
| AT&T INC COM | 1306 | 32449 | Stock |
| HEICO CORP NEW COM | 99 | 32035 | Stock |
| REGENERON PHARMACEUTICALS COM | 41 | 31685 | Stock |
| CAPITAL GROUP SHORT DURATION INCOME ETF | 1216 | 31628 | ETF |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 260 | 31534 | ETF |
| QUALCOMM INC COM | 179 | 30653 | Stock |
| VANGUARD MID-CAP ETF | 104 | 30183 | ETF |
| ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | 848 | 29968 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 50 | 28973 | Stock |
| VULCAN MATLS CO COM | 100 | 28522 | Stock |
| CUMMINS INC COM | 55 | 28286 | Stock |
| SCHWAB U.S. BROAD MARKET ETF | 1070 | 28068 | ETF |
| SALESFORCE INC COM | 104 | 27551 | Stock |
| FIDELITY DIVIDEND ETF FOR RISING RATES | 429 | 26174 | ETF |
| ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | 581 | 25942 | ETF |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 403 | 25808 | ADR |
| MOODYS CORP COM | 50 | 25543 | Stock |
| LULUS FASHION LOUNGE HOLDINGS COM NEW | 4844 | 25286 | Stock |
| ODDITY TECH LTD SHS CL A | 593 | 23827 | Stock |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | 470 | 22211 | ETF |
| JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | 530 | 22011 | ETF |
| ISHARES S&P 100 ETF | 63 | 21607 | ETF |
| OGE ENERGY CORP COM | 500 | 21350 | Stock |
| VALE S A SPONSORED ADS | 1620 | 21109 | ADR |
| EBAY INC. COM | 241 | 20991 | Stock |
| ISHARES RUSSELL 2000 VALUE ETF | 115 | 20850 | ETF |
| ARK GENOMIC REVOLUTION ETF | 716 | 20737 | ETF |
| GRAPHIC PACKAGING CORP DEL | 1357 | 20430 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 99 | 19768 | ETF |
| ANALOG DEVICES INC COM | 72 | 19526 | Stock |
| ENBRIDGE INC COM | 386 | 18462 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 24 | 18292 | ETF |
| JOHNSON CTLS INC | 151 | 18082 | Stock |
| FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | 750 | 18045 | ETF |
| MICROVISION INC DEL COM NEW | 21500 | 17804 | Stock |
| PPL CORP COM | 500 | 17510 | Stock |
| SYNOPSYS INC COM | 36 | 16910 | Stock |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 515 | 16856 | ETF |
| SERVICENOW INC COM | 105 | 16085 | Stock |
| FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | 350 | 16048 | ETF |
| ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 291 | 15906 | ETF |
| TYLER TECHNOLOGIES INC COM | 35 | 15888 | Stock |
| NEWMONT CORP COM | 157 | 15676 | Stock |
| VEEVA SYS INC CL A COM | 69 | 15403 | Stock |
| TESLA INC COM | 34 | 15290 | Stock |
| COSTAR GRP INC | 220 | 14793 | Stock |
| RITCHIE BROS AUCTIONEERS | 141 | 14505 | Stock |
| MEDPACE HLDGS INC COM | 25 | 14041 | Stock |
| GSK PLC SPONSORED ADR | 284 | 13927 | ADR |
| DOMINION ENERGY INC COM | 232 | 13593 | Stock |
| TORONTO DOMINION BK ONT COM NEW | 144 | 13565 | Stock |
| FAIR ISAAC CORP COM | 8 | 13525 | Stock |
| AMGEN INC COM | 41 | 13522 | Stock |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 185 | 13446 | ETF |
| ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | 115 | 13144 | ETF |
| WEST PHARMACEUTICAL SVSC INC COM | 46 | 12656 | Stock |
| PIPER JAFFRAY COS | 37 | 12569 | Stock |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 373 | 12287 | ETF |
| VERISK ANALYTICS INC COM | 54 | 12079 | Stock |
| ROLLINS INC COM | 200 | 12004 | Stock |
| AMERICAN ELEC PWR CO INC COM | 101 | 11636 | Stock |
| BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | 333 | 11568 | Stock |
| ENTERGY CORP NEW COM | 124 | 11461 | Stock |
| CINTAS CORP COM | 60 | 11284 | Stock |
| NETFLIX INC. COM | 120 | 11251 | Stock |
| FIVE BELOW INC COM | 57 | 10737 | Stock |
| ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | 52 | 10691 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 121 | 10241 | ETF |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 124 | 10170 | Stock |
| ENSIGN GROUP INC COM | 58 | 10104 | Stock |
| PRIVIA HEALTH GROUP INC COM | 402 | 9531 | Stock |
| LOCKHEED MARTIN CORP COM | 19 | 9190 | Stock |
| DUKE ENERGY CORP NEW COM NEW | 78 | 9105 | Stock |
| ARK INNOVATION ETF | 118 | 9055 | ETF |
| KINSALE CAP GROUP INC COM | 23 | 8996 | Stock |
| SAP SE SPON ADR | 37 | 8988 | ADR |
| CAMBRIA GLOBAL ASSET ALLOCATION ETF | 272 | 8843 | ETF |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 88 | 8826 | ETF |
| DIMENSIONAL U.S. SMALL CAP ETF | 126 | 8778 | ETF |
| PENTAIR PLC SHS | 84 | 8748 | Stock |
| ISHARES 20 YEAR TREASURY BOND ETF | 96 | 8367 | ETF |
| PAYCOM SOFTWARE INC COM | 52 | 8287 | Stock |
| GRAYSCALE BITCOIN COVERED CALL ETF | 368 | 7923 | ETF |
| ZIMMER HLDGS INC | 88 | 7922 | Stock |
| ISHARES CORE HIGH DIVIDEND ETF | 63 | 7664 | ETF |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 144 | 7599 | ETF |
| GUIDEWIRE SOFTWARE INC COM | 37 | 7437 | Stock |
| STARBUCKS CORP COM | 88 | 7410 | Stock |
| PAYPAL HLDGS INC COM | 125 | 7314 | Stock |
| WORKIVA INC COM CL A | 82 | 7073 | Stock |
| SPDR SER TR S&P DIVID ETF | 50 | 6951 | ETF |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 70 | 6740 | ETF |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 58 | 6391 | ETF |
| MOTOROLA SOLUTIONS INC COM NEW | 16 | 6133 | Stock |
| CLEARFIELD INC COM | 200 | 5830 | Stock |
| YUM CHINA HLDGS INC COM | 119 | 5699 | Stock |
| SYNCHRONY FINANCIAL COM | 66 | 5538 | Stock |
| VANGUARD RUSSELL 2000 ETF | 54 | 5374 | ETF |
| FRESHPET INC COM | 84 | 5118 | Stock |
| GLOBANT S A COM | 78 | 5099 | Stock |
| ISHARES MSCI EAFE ETF | 53 | 5090 | ETF |
| ALKAMI TECHNOLOGY INC COM | 216 | 4983 | Stock |
| AIR PRODUCTS AND CHEMICALS INC COM | 20 | 4940 | Stock |
| AGILENT TECHNOLOGIES INC COM | 36 | 4899 | Stock |
| ISHARES TIPS BOND ETF | 44 | 4836 | ETF |
| BCE INC COM NEW | 198 | 4716 | Stock |
| FLOOR & DECOR HLDGS INC CL A | 74 | 4506 | Stock |
| AMERIPRISE FINL INC COM | 9 | 4413 | Stock |
| COMCAST CORP NEW CL A | 144 | 4304 | Stock |
| ENCOMPASS HEALTH CORP COM | 40 | 4246 | Stock |
| INSPIRE MED SYS INC COM | 40 | 3689 | Stock |
| HALEON PLC SPON ADS | 355 | 3589 | ADR |
| PAYLOCITY HLDG CORP COM | 23 | 3508 | Stock |
| STANLEY BLACK & DECKER INC COM | 44 | 3268 | Stock |
| KYNDRYL HLDGS INC COMMON STOCK | 120 | 3187 | Stock |
| SPDR GOLD ETF | 8 | 3170 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 38 | 3048 | ETF |
| ECHOSTAR HOLDING CORP | 28 | 3044 | Stock |
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | 71 | 2937 | ETF |
| TECK RESOURCES LTD CL B | 61 | 2921 | Stock |
| TRAVELERS COMPANIES INC COM | 10 | 2901 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 60 | 2899 | ETF |
| THE TRADE DESK INC COM CL A | 74 | 2809 | Stock |
| ISHARES TREASURY FLOATING RATE BOND ETF | 50 | 2523 | ETF |
| HP INC COM | 112 | 2490 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 44 | 2365 | ETF |
| VIATRIS INC COM | 187 | 2328 | Stock |
| SOLSTICE ADVANCED MATLS INC COM SHS | 47 | 2283 | Stock |
| PPG INDS INC COM | 21 | 2152 | Stock |
| ARK NEXT GENERATION INTERNET ETF | 14 | 2068 | ETF |
| WABTEC COM | 9 | 1924 | Stock |
| NRG ENERGY INC COM NEW | 12 | 1911 | Stock |
| ARK BLOCKCHAIN & FINTECH INNOVATION ETF | 38 | 1810 | ETF |
| ISHARES U.S. INFRASTRUCTURE ETF | 34 | 1789 | ETF |
| BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | 36 | 1634 | Stock |
| KEYCORP COM | 73 | 1500 | Stock |
| CITIGROUP INC | 12 | 1400 | Stock |
| KEYSIGHT TECHNOLOGIES INC COM | 6 | 1219 | Stock |
| ABBVIE INC COM | 2 | 457 | Stock |
| NIKE INC CL B | 6 | 382 | Stock |
| CORTEVA INC COM | 5 | 335 | Stock |
| EASTMAN CHEM CO COM | 4 | 255 | Stock |
| GILEAD SCIENCES INC | 2 | 245 | Stock |
| ENHABIT INC COM | 20 | 184 | Stock |
| FORTUNE BRANDS INNOVATIONS INC COM | 2 | 100 | Stock |
| BRUNSWICK CORP COM | 0 | 5 | Stock |
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