Creative Planning - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Creative Planning held in its portfolio 500 assets valued at $139,705,144,107 (i.e. $139.71B).
The most valuable assets in the portfolio included: ISHARES TR ($15.75B), SPDR SERIES TRUST ($10.69B), and VANGUARD BD INDEX FDS ($8.72B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Creative Planning - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 22992308 | 15748326991 | CORE S&P500 ETF |
| SPDR SERIES TRUST | 196990271 | 10686642143 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 117749016 | 8721669579 | TOTAL BND MRKT |
| VANGUARD TAX-MANAGED FDS | 124175031 | 7757214167 | VAN FTSE DEV MKT |
| SPDR INDEX SHS FDS | 125134437 | 5557220337 | PORTFOLIO DEVLPD |
| ISHARES INC | 76276642 | 5127315872 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 12216959 | 3845898810 | LARGE CAP ETF |
| APPLE INC | 11365982 | 3074898073 | COM |
| VANGUARD INDEX FDS | 8415358 | 2442305051 | MID CAP ETF |
| NVIDIA CORPORATION | 12746119 | 2340366097 | COM |
| SCHWAB STRATEGIC TR | 83812325 | 2255389670 | US LRG CAP ETF |
| VANGUARD SCOTTSDALE FDS | 26568303 | 2225095314 | INT-TERM CORP |
| AMERICAN CENTY ETF TR | 22592408 | 2123008545 | INTL SMCP VLU |
| VANGUARD BD INDEX FDS | 26092030 | 2056312850 | SHORT TRM BOND |
| SPDR S&P 500 ETF TR | 3014752 | 2055819019 | TR UNIT |
| VANGUARD INDEX FDS | 6065679 | 2033640046 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 18844762 | 1921788866 | US SML CP VALU |
| SELECT SECTOR SPDR TR | 44493176 | 1795299643 | STATE STREET REA |
| DIMENSIONAL ETF TRUST | 24835701 | 1730303251 | US SMALL CAP ETF |
| MICROSOFT CORP | 3517731 | 1701245209 | COM |
| ISHARES TR | 13555369 | 1451915586 | NATIONAL MUN ETF |
| ISHARES TR | 17555598 | 1447985735 | CORE MSCI INTL |
| BERKSHIRE HATHAWAY INC DEL | 2867073 | 1435102489 | CL B NEW |
| VANGUARD MUN BD FDS | 24910181 | 1252733010 | TAX EXEMPT BD |
| VANGUARD INDEX FDS | 12870569 | 1138916639 | REAL ESTATE ETF |
| VANGUARD SCOTTSDALE FDS | 17856346 | 1070130793 | INTER TERM TREAS |
| ISHARES TR | 10644543 | 1063176998 | CORE US AGGBD ET |
| SPDR INDEX SHS FDS | 22040467 | 1031714270 | PORTFOLIO EMG MK |
| SCHWAB STRATEGIC TR | 41856869 | 1006239121 | INTL EQTY ETF |
| VANGUARD INTL EQUITY INDEX F | 18380259 | 988122729 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 1513193 | 948968449 | S&P 500 ETF SHS |
| AMAZON COM INC | 4065394 | 938374228 | COM |
| SCHWAB STRATEGIC TR | 30436442 | 915223832 | US MID-CAP ETF |
| ALPHABET INC | 2712504 | 849013762 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 13707684 | 816155541 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 18906934 | 619202098 | EMRG MKTEQ ETF |
| BROADCOM INC | 1701196 | 588784143 | COM |
| META PLATFORMS INC | 890294 | 587673674 | CL A |
| ALPHABET INC | 1774084 | 556707475 | CAP STK CL C |
| VANGUARD INDEX FDS | 2125744 | 548335432 | SMALL CP ETF |
| VANGUARD WHITEHALL FDS | 3618754 | 519363606 | HIGH DIV YLD |
| JPMORGAN CHASE & CO. | 1499252 | 483089043 | COM |
| TESLA INC | 988501 | 444548779 | COM |
| SCHWAB STRATEGIC TR | 21105120 | 440885975 | US REIT ETF |
| INVESCO QQQ TR | 707024 | 434331210 | UNIT SER 1 |
| ELI LILLY & CO | 382846 | 411437674 | COM |
| ISHARES TR | 4760563 | 314197155 | CORE S&P MCP ETF |
| ISHARES TR | 4001104 | 310205536 | EAFE SML CP ETF |
| ISHARES TR | 2084729 | 309978309 | CORE S&P TTL STK |
| ISHARES TR | 2813439 | 300193913 | SHRT NAT MUN ETF |
| WALMART INC | 2416874 | 269263953 | COM |
| VISA INC | 766290 | 268745427 | COM CL A |
| WISDOMTREE TR | 4516379 | 258517536 | EMG MKTS SMCAP |
| JOHNSON & JOHNSON | 1246657 | 257995560 | COM |
| DIMENSIONAL ETF TRUST | 3426182 | 254119918 | US EQUITY MARKET |
| VANGUARD SPECIALIZED FUNDS | 1126535 | 247589760 | DIV APP ETF |
| ISHARES TR | 657338 | 245476247 | RUS 1000 ETF |
| EXXON MOBIL CORP | 2024122 | 243582822 | COM |
| ISHARES TR | 2683640 | 240078350 | CORE MSCI EAFE |
| ABBVIE INC | 1043813 | 238500853 | COM |
| DIMENSIONAL ETF TRUST | 5039285 | 234780299 | US MKTWIDE VALUE |
| COSTCO WHSL CORP NEW | 266196 | 229551974 | COM |
| ISHARES TR | 478804 | 226618333 | RUS 1000 GRW ETF |
| PROCTER AND GAMBLE CO | 1536987 | 220265663 | COM |
| ORACLE CORP | 1087824 | 212027761 | COM |
| CATERPILLAR INC | 356019 | 203952246 | COM |
| BANK AMERICA CORP | 3699073 | 203448995 | COM |
| HOME DEPOT INC | 596945 | 201768201 | COM |
| ISHARES TR | 2069349 | 198719684 | MSCI EAFE ETF |
| SCHWAB STRATEGIC TR | 6787631 | 193311710 | US SML CAP ETF |
| VANGUARD INDEX FDS | 379265 | 185028196 | GROWTH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 605653 | 184051835 | SPONSORED ADS |
| VANGUARD INDEX FDS | 938262 | 179198664 | VALUE ETF |
| WISDOMTREE TR | 2663726 | 175406362 | TRUE DEVELOPED I |
| DIMENSIONAL ETF TRUST | 3431663 | 171239982 | INTERNATNAL VAL |
| SPDR S&P MIDCAP 400 ETF TR | 276564 | 166845593 | UTSER1 S&PDCRP |
| BERKSHIRE HATHAWAY INC DEL | 220 | 165995616 | CL A |
| VANGUARD WORLD FD | 1344445 | 162624026 | ESG US STK ETF |
| APPLIED MATLS INC | 606135 | 155770703 | COM |
| MASTERCARD INCORPORATED | 267317 | 152606199 | CL A |
| NETFLIX INC | 1613664 | 151297135 | COM |
| ISHARES TR | 1254522 | 150768443 | CORE S&P SCP ETF |
| ISHARES TR | 605575 | 149068425 | RUSSELL 2000 ETF |
| ISHARES TR | 1246571 | 148778304 | 3 7 YR TREAS BD |
| COCA COLA CO | 2098146 | 146681405 | COM |
| ADVANCED MICRO DEVICES INC | 671405 | 143788024 | COM |
| INTERNATIONAL BUSINESS MACHS | 477375 | 141403297 | COM |
| ABBOTT LABS | 1102156 | 138089186 | COM |
| SCHWAB STRATEGIC TR | 4214539 | 137478264 | US LCAP GR ETF |
| MERCK & CO INC | 1246651 | 131222576 | COM |
| CISCO SYS INC | 1651246 | 126409800 | COM |
| WELLS FARGO CO NEW | 1377112 | 122363948 | COM |
| WISDOMTREE TR | 1385944 | 122073950 | US LARGECAP DIVD |
| SPDR INDEX SHS FDS | 1849417 | 121425737 | S&P EMKTSC ETF |
| MCDONALDS CORP | 396480 | 121176251 | COM |
| SCHWAB STRATEGIC TR | 4291559 | 117717445 | US DIVIDEND EQ |
| ARISTA NETWORKS INC | 889984 | 116614581 | COM SHS |
| PEPSICO INC | 808365 | 116016632 | COM |
| VANGUARD INTL EQUITY INDEX F | 1381182 | 115480659 | FTSE EUROPE ETF |
| LAM RESEARCH CORP | 671956 | 115025386 | COM NEW |
| ISHARES TR | 539464 | 113470865 | RUS 1000 VAL ETF |
| PALANTIR TECHNOLOGIES INC | 638177 | 113436026 | CL A |
| RTX CORPORATION | 616669 | 113097154 | COM |
| GOLDMAN SACHS GROUP INC | 127324 | 111917996 | COM |
| CHEVRON CORP NEW | 731587 | 111501104 | COM |
| VANGUARD WORLD FD | 147369 | 111083292 | INF TECH ETF |
| AMERICAN CENTY ETF TR | 984914 | 110093651 | US EQT ETF |
| ALPS ETF TR | 2254417 | 106002703 | ALERIAN MLP |
| VANGUARD INDEX FDS | 496103 | 103744959 | EXTEND MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 1401087 | 103063979 | ALLWRLD EX US |
| SCHWAB STRATEGIC TR | 3134187 | 102801333 | 1000 INDEX ETF |
| VANGUARD WORLD FD | 1399501 | 100232244 | ESG INTL STK ETF |
| SCHWAB STRATEGIC TR | 3807645 | 99874529 | US BRD MKT ETF |
| WISDOMTREE TR | 2120216 | 99035269 | EMER MKT HIGH FD |
| VANGUARD INTL EQUITY INDEX F | 690422 | 98958251 | FTSE SMCAP ETF |
| VANGUARD SCOTTSDALE FDS | 1227371 | 97858285 | SHRT TRM CORP BD |
| UNITEDHEALTH GROUP INC | 290468 | 95886322 | COM |
| DIMENSIONAL ETF TRUST | 2417020 | 95689810 | US CORE EQUITY 2 |
| QUALCOMM INC | 547735 | 93690065 | COM |
| UNION PAC CORP | 395014 | 91374584 | COM |
| ISHARES TR | 939565 | 90451973 | RUS MID CAP ETF |
| GE AEROSPACE | 293458 | 90393913 | COM NEW |
| GLOBAL X FDS | 1866919 | 90377527 | GLBL X MLP ETF |
| SCHWAB STRATEGIC TR | 3029364 | 89699454 | US LCAP VA ETF |
| MICRON TECHNOLOGY INC | 311721 | 88968313 | COM |
| ISHARES INC | 1962516 | 86684333 | ESG AWR MSCI EM |
| SPDR GOLD TR | 218638 | 86648487 | GOLD SHS |
| SALESFORCE INC | 327063 | 86642420 | COM |
| VANGUARD SCOTTSDALE FDS | 1470074 | 86337452 | SHORT TERM TREAS |
| AMERICAN EXPRESS CO | 229145 | 84772486 | COM |
| AMPHENOL CORP NEW | 619387 | 83703962 | CL A |
| DISNEY WALT CO | 711028 | 80893622 | COM |
| ACCENTURE PLC IRELAND | 300565 | 80641434 | SHS CLASS A |
| MORGAN STANLEY | 453772 | 80558064 | COM NEW |
| ISHARES TR | 653362 | 80533422 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 2417169 | 79621556 | INTL SMALL CAP E |
| NEXTERA ENERGY INC | 981547 | 78798525 | COM |
| CROWDSTRIKE HLDGS INC | 167632 | 78579390 | CL A |
| WISDOMTREE TR | 1518511 | 78355144 | US MIDCAP DIVID |
| PHILIP MORRIS INTL INC | 485818 | 77925198 | COM |
| BOEING CO | 355323 | 77147852 | COM |
| SELECT SECTOR SPDR TR | 535852 | 77146723 | STATE STREET TEC |
| VANGUARD INDEX FDS | 434362 | 77042738 | MCAP VL IDXVIP |
| LOCKHEED MARTIN CORP | 158308 | 76568647 | COM |
| TJX COS INC NEW | 497557 | 76429753 | COM |
| AMERICAN CENTY ETF TR | 974297 | 75040332 | AVANTIS EMGMKT |
| AMGEN INC | 223452 | 73138008 | COM |
| THERMO FISHER SCIENTIFIC INC | 124255 | 71999775 | COM |
| ISHARES TR | 1546321 | 71099832 | ESG AWARE MSCI |
| EATON CORP PLC | 217779 | 69365024 | SHS |
| DIMENSIONAL ETF TRUST | 2087584 | 68660645 | US SMALL CAP VAL |
| SCHWAB CHARLES CORP | 699235 | 67863446 | COM |
| SCHWAB STRATEGIC TR | 2517061 | 66676946 | US TIPS ETF |
| VANGUARD INDEX FDS | 312049 | 66088845 | SM CP VAL ETF |
| SHOPIFY INC | 409381 | 65898138 | CL A SUB VTG SHS |
| ISHARES GOLD TR | 790808 | 64189854 | ISHARES NEW |
| INTUITIVE SURGICAL INC | 112255 | 63576805 | COM NEW |
| LOWES COS INC | 263060 | 63439555 | COM |
| KLA CORP | 51965 | 63140761 | COM NEW |
| SERVICENOW INC | 409877 | 62789033 | COM |
| SNOWFLAKE INC | 299235 | 62647668 | COM SHS |
| APPLOVIN CORP | 117201 | 62126644 | COM CL A |
| VANGUARD WHITEHALL FDS | 683526 | 61517384 | INTL HIGH ETF |
| NOVARTIS AG | 438963 | 60519886 | SPONSORED ADR |
| CHUBB LIMITED | 193818 | 60494766 | COM |
| BLACKSTONE INC | 387081 | 59664791 | COM |
| ISHARES TR | 1431301 | 59628019 | INTL TREA BD ETF |
| ISHARES TR | 184037 | 59445932 | RUS 2000 GRW ETF |
| MCKESSON CORP | 72268 | 59280807 | COM |
| GE VERNOVA INC | 90278 | 59003083 | COM |
| HONEYWELL INTL INC | 295673 | 57682797 | COM |
| ISHARES TR | 420761 | 57618975 | RUS MD CP GR ETF |
| ISHARES INC | 790515 | 57454616 | MSCI EMRG CHN |
| SCHWAB STRATEGIC TR | 1254927 | 57136847 | INTL SCEQT ETF |
| VANGUARD STAR FDS | 751734 | 56710845 | VG TL INTL STK F |
| ISHARES TR | 510655 | 56269021 | IBOXX INV CP ETF |
| VANGUARD WORLD FD | 136011 | 56141127 | MEGA GRWTH IND |
| MARRIOTT INTL INC NEW | 179726 | 55758101 | CL A |
| PROLOGIS INC. | 425613 | 54333824 | COM |
| BOOKING HOLDINGS INC | 10113 | 54156942 | COM |
| INTEL CORP | 1481423 | 54146269 | COM |
| S&P GLOBAL INC | 102115 | 53364029 | COM |
| AMERICAN CENTY ETF TR | 647787 | 53325855 | INTL EQT ETF |
| ISHARES TR | 559928 | 53243590 | ESG AW MSCI EAFE |
| SPDR DOW JONES INDL AVERAGE | 109596 | 52668517 | UT SER 1 |
| VANGUARD INTL EQUITY INDEX F | 368786 | 52020956 | TT WRLD ST ETF |
| AT&T INC | 2093043 | 51991181 | COM |
| CAPITAL ONE FINL CORP | 211481 | 51254488 | COM |
| ASML HOLDING N V | 47475 | 50792187 | N Y REGISTRY SHS |
| DOVER CORP | 258414 | 50452668 | COM |
| INVESCO EXCHANGE TRADED FD T | 262138 | 50215134 | S&P500 EQL WGT |
| PALO ALTO NETWORKS INC | 270870 | 49894162 | COM |
| INTUIT | 74940 | 49642203 | COM |
| VERIZON COMMUNICATIONS INC | 1217237 | 49578052 | COM |
| ROYAL BK CDA | 285277 | 48636931 | COM |
| DIMENSIONAL ETF TRUST | 1491023 | 48562632 | EMGR CRE EQT MNG |
| GENESIS ENERGY L P | 3105683 | 48448655 | UNIT LTD PARTN |
| COMCAST CORP NEW | 1609979 | 48122254 | CL A |
| WORLD GOLD TR | 557259 | 47573207 | SPDR GLD MINIS |
| WISDOMTREE TR | 973061 | 47349149 | ITL HDG QTLY DIV |
| CITIGROUP INC | 401321 | 46830192 | COM NEW |
| ISHARES TR | 309687 | 46137233 | ESG AWR MSCI USA |
| PFIZER INC | 1850989 | 46089625 | COM |
| SONY GROUP CORP | 1788866 | 45794976 | SPONSORED ADR |
| WISDOMTREE TR | 1362614 | 45579437 | US SMALLCAP DIVD |
| VERTEX PHARMACEUTICALS INC | 100513 | 45568551 | COM |
| ADOBE INC | 127804 | 44730019 | COM |
| ALTRIA GROUP INC | 769722 | 44382184 | COM |
| DEERE & CO | 95212 | 44328231 | COM |
| VANGUARD BD INDEX FDS | 567881 | 44226604 | INTERMED TERM |
| ISHARES TR | 438815 | 44048245 | 0-3 MNTH TREASRY |
| ISHARES TR | 308603 | 43556187 | SELECT DIVID ETF |
| CARLYLE SECURED LENDING INC | 3466030 | 43290719 | COM |
| DUKE ENERGY CORP NEW | 367918 | 43123698 | COM NEW |
| UBER TECHNOLOGIES INC | 524044 | 42819624 | COM |
| STARBUCKS CORP | 505113 | 42535589 | COM |
| CACI INTL INC CLASS - COMMON | 79755 | 42494262 | COM |
| US BANCORP DEL | 795856 | 42466875 | COM NEW |
| SOUTHERN CO | 481036 | 41946326 | COM |
| OREILLY AUTOMOTIVE INC | 457816 | 41757407 | COM |
| AMERICAN ELEC PWR CO INC | 357574 | 41231935 | COM |
| NORTHROP GRUMMAN CORP | 72035 | 41074843 | COM |
| ANALOG DEVICES INC | 151139 | 40988762 | COM |
| CONSTELLATION ENERGY CORP | 115490 | 40799380 | COM |
| GILEAD SCIENCES INC | 329361 | 40425783 | COM |
| BRISTOL-MYERS SQUIBB CO | 748765 | 40388383 | COM |
| AMERICAN CENTY ETF TR | 532405 | 40340308 | FOCUSED LRG CAP |
| SCHWAB STRATEGIC TR | 1471077 | 40028007 | FUNDAMENTAL US L |
| NIKE INC | 627948 | 40006613 | CL B |
| FIDELITY MERRIMACK STR TR | 856459 | 39431386 | TOTAL BD ETF |
| WELLTOWER INC | 211603 | 39275580 | COM |
| TEXAS INSTRS INC | 223901 | 38844651 | COM |
| WASTE MGMT INC DEL | 176571 | 38794365 | COM |
| CUMMINS INC | 75891 | 38738577 | COM |
| VANGUARD INDEX FDS | 138561 | 38677970 | MCAP GR IDXVIP |
| GENERAL DYNAMICS CORP | 114406 | 38515844 | COM |
| HCA HEALTHCARE INC | 81957 | 38262521 | COM |
| VANGUARD INTER-TERM BOND ETF | 483553 | 37659128 | COM |
| PARKER-HANNIFIN CORP | 42843 | 37657629 | COM |
| ISHARES TR | 687387 | 37606926 | MSCI EMG MKT ETF |
| BLACKSTONE SECD LENDING FD | 1420112 | 37391548 | COMMON STOCK |
| AMERICAN CENTY ETF TR | 634842 | 37290618 | AVANTIS US SMALL |
| VANGUARD INDEX FDS | 122201 | 36918101 | SML CP GRW ETF |
| RIO TINTO PLC | 458926 | 36727822 | SPONSORED ADR |
| ALIBABA GROUP HLDG LTD | 249223 | 36531042 | SPONSORED ADS |
| PHILLIPS 66 | 280630 | 36212563 | COM |
| 3M CO | 225318 | 36073301 | COM |
| BROOKFIELD CORP | 784802 | 36014762 | CL A LTD VT SH |
| DANAHER CORPORATION | 156632 | 35856369 | COM |
| TRANE TECHNOLOGIES PLC | 91289 | 35529785 | SHS |
| EDWARDS LIFESCIENCES CORP | 409757 | 34931747 | COM |
| FEDEX CORP | 120844 | 34906899 | COM |
| DIGITAL RLTY TR INC | 224686 | 34761178 | COM |
| TRAVELERS COMPANIES INC | 118218 | 34290461 | COM |
| ISHARES INC | 1094334 | 34099454 | EM MKTS DIV ETF |
| ISHARES TR | 160485 | 34034139 | S&P 500 VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 740806 | 33958538 | GLB EX US ETF |
| ISHARES TR | 392916 | 33888988 | MSCI EAFE MIN VL |
| ASTRAZENECA PLC | 363579 | 33423794 | SPONSORED ADR |
| AUTOMATIC DATA PROCESSING IN | 129558 | 33326202 | COM |
| ZSCALER INC | 147539 | 33184496 | COM |
| DIMENSIONAL ETF TRUST | 869614 | 33045340 | INTL SMALL CAP V |
| SYNOPSYS INC | 70230 | 32988432 | COM |
| DIMENSIONAL ETF TRUST | 696055 | 32575380 | US CORE EQT MKT |
| CSX CORP | 896571 | 32500726 | COM |
| BENTLEY SYS INC | 849265 | 32412200 | COM CL B |
| INTERCONTINENTAL EXCHANGE IN | 199649 | 32335122 | COM |
| CONOCOPHILLIPS | 343421 | 32147655 | COM |
| ISHARES TR | 159905 | 31929826 | U.S. TECH ETF |
| TARGET CORP | 372815 | 31557229 | COM |
| UNITED PARCEL SERVICE INC | 317256 | 31468588 | CL B |
| MEDTRONIC PLC | 326478 | 31361518 | SHS |
| EMERSON ELEC CO | 235080 | 31199843 | COM |
| SHELL PLC | 422832 | 31069728 | SPON ADS |
| SAP SE | 127301 | 30922832 | SPON ADR |
| COURSERA INC | 4196342 | 30885077 | COM |
| FORTINET INC | 387103 | 30739837 | COM |
| LINDE PLC | 71721 | 30581221 | SHS |
| STRYKER CORPORATION | 86387 | 30362285 | COM |
| BOSTON SCIENTIFIC CORP | 318372 | 30356772 | COM |
| ISHARES TR | 292169 | 29915114 | 0-5 YR TIPS ETF |
| T-MOBILE US INC | 146495 | 29744312 | COM |
| FASTENAL CO | 733132 | 29420606 | COM |
| SCHWAB STRATEGIC TR | 648417 | 29213209 | FUNDAMENTAL INTL |
| ISHARES TR | 219208 | 28845584 | S&P MC 400VL ETF |
| ISHARES TR | 1231406 | 28796064 | ESG AWRE USD ETF |
| AMERICAN TOWER CORP NEW | 161876 | 28420546 | COM |
| SELECT SECTOR SPDR TR | 518328 | 28388815 | STATE STREET FIN |
| MARATHON PETE CORP | 173515 | 28218765 | COM |
| ENTERPRISE PRODS PARTNERS L | 866380 | 27776140 | COM |
| AFLAC INC | 250783 | 27653808 | COM |
| BLACKROCK INC | 25715 | 27523074 | COM |
| UNILEVER PLC | 415421 | 27168533 | SPON ADR NEW |
| SCHWAB STRATEGIC TR | 1074779 | 26955462 | INT-TRM U.S TRES |
| SELECT SECTOR SPDR TR | 281759 | 26894696 | STATE STREET CON |
| PROGRESSIVE CORP | 117719 | 26807147 | COM |
| DIMENSIONAL ETF TRUST | 701795 | 26745425 | INTL CORE EQT MK |
| ISHARES TR | 385137 | 26736243 | CORE DIV GRWTH |
| COLGATE PALMOLIVE CO | 338075 | 26714657 | COM |
| FIRST TR EXCHANGE TRADED FD | 269100 | 26059674 | NASD TECH DIV |
| DELL TECHNOLOGIES INC | 203089 | 25564854 | CL C |
| CORNING INC | 288775 | 25285159 | COM |
| XCEL ENERGY INC | 340320 | 25135999 | COM |
| DOMINION ENERGY INC | 428025 | 25077985 | COM |
| HSBC HLDGS PLC | 318178 | 25031097 | SPON ADR NEW |
| CENCORA INC | 74099 | 25026812 | COM |
| SPDR SERIES TRUST | 1099785 | 24778145 | BLOOMBERG INTL T |
| TOYOTA MOTOR CORP | 115179 | 24655194 | ADS |
| COMFORT SYS USA INC | 26386 | 24625329 | COM |
| NEWMONT CORP | 246365 | 24599496 | COM |
| ISHARES TR | 202524 | 24559335 | ESG MSCI LEADR |
| IDEXX LABS INC | 36163 | 24465142 | COM |
| NRG ENERGY INC | 151295 | 24092257 | COM NEW |
| SELECT SECTOR SPDR TR | 153125 | 23752732 | STATE STREET IND |
| ISHARES TR | 250310 | 23569163 | MSCI USA MIN VOL |
| GENERAL MTRS CO | 288477 | 23458926 | COM |
| MERCADOLIBRE INC | 11638 | 23441046 | COM |
| SIMON PPTY GROUP INC NEW | 126570 | 23429333 | COM |
| ISHARES TR | 242699 | 23337923 | 7-10 YR TRSY BD |
| CME GROUP INC | 85279 | 23287957 | COM |
| REGENERON PHARMACEUTICALS | 30134 | 23259707 | COM |
| TORONTO DOMINION BK ONT | 246193 | 23191339 | COM NEW |
| ONEOK INC NEW | 314691 | 23129756 | COM |
| CARRIER GLOBAL CORPORATION | 436863 | 23083831 | COM |
| ROSS STORES INC | 128087 | 23073569 | COM |
| CADENCE DESIGN SYSTEM INC | 73816 | 23073522 | COM |
| CINTAS CORP | 122627 | 23062487 | COM |
| WILLIAMS COS INC | 383645 | 23060912 | COM |
| BANCO SANTANDER SA | 1965942 | 23060497 | ADR |
| ISHARES TR | 437796 | 23036806 | US INFRASTRUC |
| VANGUARD WORLD FD | 79970 | 23019470 | HEALTH CAR ETF |
| ISHARES TR | 177932 | 22922943 | ESG MSCI KLD 400 |
| INFOSYS LTD | 1281591 | 22837958 | SPONSORED ADR |
| SHERWIN WILLIAMS CO | 70393 | 22809330 | COM |
| ISHARES TR | 523458 | 22440646 | 0-5YR HI YL CP |
| ISHARES BITCOIN TRUST ETF | 451589 | 22421418 | SHS BEN INT |
| VERTIV HOLDINGS CO | 138275 | 22401904 | COM CL A |
| MARSH & MCLENNAN COS INC | 120547 | 22363828 | COM |
| GALLAGHER ARTHUR J & CO | 86321 | 22339035 | COM |
| SCHWAB STRATEGIC TR | 953057 | 22272949 | US AGGREGATE B |
| NORFOLK SOUTHN CORP | 77112 | 22263947 | COM |
| VANECK ETF TRUST | 214601 | 22224121 | MRNGSTR WDE MOAT |
| SYSCO CORP | 301340 | 22205775 | COM |
| SSGA ACTIVE ETF TR | 536851 | 22155864 | STATE STREET BLA |
| ASE TECHNOLOGY HLDG CO LTD | 1369918 | 22055672 | SPONSORED ADS |
| AMERICAN CENTY ETF TR | 524440 | 21986090 | AVANTIS CORE FI |
| REALTY INCOME CORP | 388147 | 21879849 | COM |
| EOG RES INC | 207502 | 21789798 | COM |
| PNC FINL SVCS GROUP INC | 104354 | 21781800 | COM |
| FIRST TR EXCHANGE-TRADED FD | 296699 | 21742102 | SHS |
| PAYPAL HLDGS INC | 368898 | 21536229 | COM |
| INVESCO EXCH TRD SLF IDX FD | 352181 | 21528862 | RUSL 1000 DYNM |
| VANECK ETF TRUST | 844528 | 21518575 | IG FLOATING RATE |
| INVESCO EXCH TRADED FD TR II | 631879 | 21420710 | S&P INTL LOW |
| ILLINOIS TOOL WKS INC | 86855 | 21392548 | COM |
| BHP GROUP LTD | 354310 | 21389715 | SPONSORED ADS |
| INVESCO EXCH TRADED FD TR II | 84380 | 21341474 | NASDAQ 100 ETF |
| L3HARRIS TECHNOLOGIES INC | 72688 | 21339227 | COM |
| PIMCO ETF TR | 211930 | 21265038 | ENHAN SHRT MA AC |
| VULCAN MATLS CO | 74548 | 21262629 | COM |
| SELECT SECTOR SPDR TR | 136889 | 21190361 | STATE STREET HEA |
| NUCOR CORP | 129760 | 21165045 | COM |
| DELTA AIR LINES INC DEL | 303958 | 21094677 | COM NEW |
| YUM BRANDS INC | 138366 | 20932008 | COM |
| HASBRO INC | 253648 | 20799105 | COM |
| ISHARES TR | 104217 | 20699572 | MSCI USA QLT FCT |
| FERRARI N V | 55557 | 20531662 | COM |
| OTIS WORLDWIDE CORP | 234963 | 20524074 | COM |
| FREEPORT-MCMORAN INC | 402369 | 20436361 | CL B |
| BECTON DICKINSON & CO | 103556 | 20097117 | COM |
| NOVO-NORDISK A S | 393313 | 20011753 | ADR |
| ALLSTATE CORP | 96087 | 20000603 | COM |
| COINBASE GLOBAL INC | 87798 | 19854570 | COM CL A |
| VANGUARD CHARLOTTE FDS | 409358 | 19780167 | TOTAL INT BD ETF |
| WOORI FINL GROUP INC | 334235 | 19649701 | SPONSORED ADS |
| CONSOLIDATED EDISON INC | 197701 | 19635665 | COM |
| MONDELEZ INTL INC | 364643 | 19628728 | CL A |
| ISHARES TR | 139093 | 19619190 | RUS MDCP VAL ETF |
| AMERICAN CENTY ETF TR | 416403 | 19606356 | AVANTIS SHFXDINC |
| AIR PRODS & CHEMS INC | 79355 | 19602236 | COM |
| DIMENSIONAL ETF TRUST | 571116 | 19537872 | US LARGE CAP VAL |
| HOWMET AEROSPACE INC | 95096 | 19496629 | COM |
| WISDOMTREE TR | 217684 | 19467513 | US QTLY DIV GRT |
| ISHARES TR | 385775 | 19466193 | TRS FLT RT BD |
| GLOBAL X FDS | 1026356 | 19408398 | US PFD ETF |
| VANGUARD INTL EQUITY INDEX F | 214374 | 19379403 | FTSE PACIFIC ETF |
| HARTFORD INSURANCE GROUP INC | 140238 | 19324721 | COM |
| CVS HEALTH CORP | 242703 | 19260906 | COM |
| CITIZENS FINL GROUP INC | 329416 | 19241202 | COM |
| BANK NEW YORK MELLON CORP | 165727 | 19239281 | COM |
| CENTENE CORP DEL | 467248 | 19227241 | COM |
| JOHNSON CTLS INTL PLC | 159819 | 19138317 | SHS |
| SELECT SECTOR SPDR TR | 427301 | 19104622 | STATE STREET ENE |
| THE CIGNA GROUP | 68577 | 18874520 | COM |
| ISHARES TR | 153955 | 18722510 | CORE HIGH DV ETF |
| GSK PLC | 381642 | 18715707 | SPONSORED ADR |
| CINCINNATI FINL CORP | 114099 | 18634663 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 1168390 | 18530665 | SPONSORED ADS |
| BANCO BILBAO VIZCAYA ARGENTA | 793340 | 18492753 | SPONSORED ADR |
| WESTERN DIGITAL CORP | 106858 | 18408417 | COM |
| INVESCO EXCHANGE TRADED FD T | 160929 | 18323401 | S&P 500 GARP ETF |
| VALERO ENERGY CORP | 112225 | 18269124 | COM |
| ISHARES TR | 187967 | 18210223 | S&P MC 400GR ETF |
| QUANTA SVCS INC | 43127 | 18202185 | COM |
| MOODYS CORP | 35341 | 18053999 | COM |
| CORTEVA INC | 268694 | 18010539 | COM |
| ENBRIDGE INC | 376358 | 18001326 | COM |
| DIMENSIONAL ETF TRUST | 522080 | 17990871 | INTL CORE EQUITY |
| ISHARES TR | 299400 | 17865223 | SELECT US REIT |
| DOORDASH INC | 91211 | 17855287 | CL A |
| CARDINAL HEALTH INC | 86830 | 17843527 | COM |
| ISHARES TR | 209962 | 17771179 | CORE MSCI TOTAL |
| MARVELL TECHNOLOGY INC | 208505 | 17718754 | COM |
| SCHWAB FUNDAMENTAL US LC INDEX ETF | 650664 | 17704554 | COM |
| ROYAL CARIBBEAN GROUP | 63040 | 17583118 | COM |
| KINDER MORGAN INC DEL | 633048 | 17402502 | COM |
| ISHARES TR | 152393 | 17330094 | SP SMCP600VL ETF |
| ISHARES TR | 152036 | 17319971 | EAFE GRWTH ETF |
| RELIANCE INC | 59689 | 17242358 | COM |
| WIPRO LTD | 6059250 | 17208269 | SPON ADR 1 SH |
| WEST PHARMACEUTICAL SVSC INC | 62448 | 17182059 | COM |
| ISHARES TR | 324463 | 17157618 | ISHS 1-5YR INVS |
| HENRY JACK & ASSOC INC | 93859 | 17127335 | COM |
| UNITED MICROELECTRONICS CORP | 2160185 | 16979053 | SPON ADR NEW |
| VANGUARD WORLD FD | 67423 | 16934721 | MEGA CAP INDEX |
| PAYCHEX INC | 149514 | 16772455 | COM |
| SERVISFIRST BANCSHARES INC | 232207 | 16670141 | COM |
| EVERGY INC | 229060 | 16604553 | COM |
| CHIPOTLE MEXICAN GRILL INC | 448108 | 16579984 | COM |
| AUTODESK INC | 55954 | 16563038 | COM |
| UBS GROUP AG | 357067 | 16535765 | SHS |
| DIMENSIONAL ETF TRUST | 498179 | 16479767 | EMERGING MKTS CO |
| TRUIST FINL CORP | 333959 | 16434104 | COM |
| DR REDDYS LABS LTD | 1162252 | 16318018 | ADR |
| SPOTIFY TECHNOLOGY S A | 28069 | 16300145 | SHS |
| ROBINHOOD MKTS INC | 154519 | 16299925 | COM CL A |
| OLD DOMINION FREIGHT LINE IN | 103873 | 16287266 | COM |
| DOLLAR GEN CORP NEW | 122672 | 16287125 | COM |
| ISHARES TR | 65012 | 16273213 | MSCI USA MMENTM |
| SEAGATE TECHNOLOGY HLDNGS PL | 58824 | 16199473 | ORD SHS |
| INVESCO EXCHANGE TRADED FD T | 346440 | 16170111 | S&P500 PUR GWT |
| EDISON INTL | 269202 | 16157507 | COM |
| UNITED AIRLS HLDGS INC | 144406 | 16147517 | COM |
| AMERIPRISE FINL INC | 32685 | 16026698 | COM |
| ZOOM COMMUNICATIONS INC | 185690 | 16023197 | CL A |
| ISHARES TR | 46649 | 15999284 | S&P 100 ETF |
| AIRBNB INC | 117219 | 15908903 | COM CL A |
| LEIDOS HOLDINGS INC | 88025 | 15879795 | COM |
| MONOLITHIC PWR SYS INC | 17504 | 15865029 | COM |
| ISHARES TR | 87535 | 15862304 | RUS 2000 VAL ETF |
| BIOGEN INC | 90002 | 15839374 | COM |
| ROCKET LAB CORP | 227032 | 15837730 | COM |
| ECOLAB INC | 59980 | 15745747 | COM |
| MOTOROLA SOLUTIONS INC | 41040 | 15731570 | COM NEW |
| ISHARES TR | 40328 | 15600718 | RUSSELL 3000 ETF |
| ISHARES TR | 217995 | 15566988 | EAFE VALUE ETF |
| GRACO INC | 189617 | 15542919 | COM |
| ISHARES SILVER TR | 240959 | 15522550 | ISHARES |
| SOUTHWEST AIRLS CO | 374747 | 15488311 | COM |
| ROBLOX CORP | 211064 | 15416009 | CL A |
| WEC ENERGY GROUP INC | 145538 | 15348463 | COM |
| COMMERCE BANCSHARES INC | 293122 | 15342007 | COM |
| DATADOG INC | 112493 | 15297832 | CL A COM |
| KROGER CO | 243674 | 15224787 | COM |
| ROCKWELL AUTOMATION INC | 39108 | 15215635 | COM |
| MONSTER BEVERAGE CORP NEW | 198074 | 15186335 | COM |
| EXPEDIA GROUP INC | 53413 | 15132527 | COM NEW |
| METLIFE INC | 191206 | 15093814 | COM |
| AUTOZONE INC | 4430 | 15023181 | COM |
| WARNER BROS DISCOVERY INC | 521139 | 15019225 | COM SER A |
| MARKEL GROUP INC | 6950 | 14940278 | COM |
| VANECK ETF TRUST | 41292 | 14870478 | SEMICONDUCTR ETF |
| FORD MTR CO | 1131353 | 14843346 | COM |
| ENERGY TRANSFER L P | 898875 | 14822447 | COM UT LTD PTN |
| VANGUARD SCOTTSDALE FDS | 121604 | 14805303 | VNG RUS1000GRW |
| FISERV INC | 229059 | 14800188 | COM |
| FAIR ISAAC CORP | 8728 | 14754948 | COM |
| CHUNGHWA TELECOM CO LTD | 352802 | 14715374 | SPON ADR NEW11 |
| WW GRAINGER INC | 14554 | 14686062 | COM |
| HILTON WORLDWIDE HLDGS INC | 50883 | 14616073 | COM |
| PG&E CORP | 906084 | 14560769 | COM |
| BRITISH AMERN TOB PLC | 256916 | 14546571 | SPONSORED ADR |
| ISHARES TR | 102836 | 14516379 | S&P SML 600 GWT |
| VISTRA CORP | 89886 | 14501383 | COM |
| UNITED RENTALS INC | 17916 | 14499811 | COM |
| TRANSDIGM GROUP INC | 10852 | 14431202 | COM |
| VANGUARD WORLD FD | 102118 | 14415026 | MEGA CAP VAL ETF |
| TOTALENERGIES SE | 220203 | 14405710 | ACT |
| MARTIN MARIETTA MATLS INC | 23136 | 14405554 | COM |
| AGNICO EAGLE MINES LTD | 83854 | 14215819 | COM |
| AON PLC | 40030 | 14125842 | SHS CL A |
| CHENIERE ENERGY INC | 71809 | 13958904 | COM NEW |
| CREDO TECHNOLOGY GROUP HOLDI | 96279 | 13853585 | ORDINARY SHARES |
| CLOUDFLARE INC | 70259 | 13851498 | CL A COM |
| ISHARES TR | 194702 | 13819972 | CORE MSCI EURO |
| FIFTH THIRD BANCORP | 291741 | 13656417 | COM |
| ISHARES TR | 133060 | 13643955 | CORE S&P US VLU |
| MUELLER INDS INC | 118798 | 13637977 | COM |
| ISHARES TR | 496932 | 13566244 | FALN ANGLS USD |
| CANADIAN PACIFIC KANSAS CITY | 183998 | 13547782 | COM |
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