CURIO WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, CURIO WEALTH, LLC held in its portfolio 472 assets valued at $282,271,213 (i.e. $282.27M).
The most valuable assets in the portfolio included: DFA US CORE EQUITY MARKET ETF ($45.88M), DFA S/T FIXED INCOME ETF ($44.60M), and DFA GLOBAL CORE FIXED INCOME ETF ($41.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 472 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CURIO WEALTH, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DFA US CORE EQUITY MARKET ETF | 967123 | 45880329 | ETF |
| DFA S/T FIXED INCOME ETF | 930407 | 44603733 | ETF |
| DFA GLOBAL CORE FIXED INCOME ETF | 762441 | 41305253 | ETF |
| DFA INT CORE EQUITY ETF | 386941 | 14827570 | ETF |
| AVANTIS INTL CORE EQUITY ETF | 169992 | 14065146 | ETF |
| DFA US SMALL CAP ETF | 115989 | 8263080 | ETF |
| DIMENSIONAL US LRGE CP VCTR ETF | 105291 | 7919958 | ETF |
| AVANTIS US EQUITY ETF | 66630 | 7547157 | ETF |
| AVANTIS EMERGING MKT EQ ETF | 93622 | 7196744 | ETF |
| DFA US REAL ESTATE ETF | 267970 | 6152602 | ETF |
| DFA EMERGING MARKETS ETF | 179968 | 5841752 | ETF |
| AVANTIS INTL SMALL VALUE ETF | 58005 | 5483809 | ETF |
| DFA US CORE EQUITY 2 ETF | 114469 | 4593623 | ETF |
| AVANTIS US SMALL CAP VALUE ETF | 36010 | 3738587 | ETF |
| DFA CORE FIXED INCOME ETF | 81357 | 3468249 | ETF |
| DFA US TARGETED VALUE ETF | 56428 | 3416715 | ETF |
| DFA US EQUITY ETF | 36607 | 2751393 | ETF |
| ISHARES TECH-SOFTWARE ETF | 24491 | 2650661 | ETF |
| GOOGLE CLASS C | 7217 | 2278102 | Listed Stock |
| DFA TAX-MGD US MKT-WIDE VAL II ETF | 42103 | 1982630 | ETF |
| VANGUARD MIDCAP ETF | 6661 | 1960466 | ETF |
| AVANTIS ALL EQUITY MKTS ETF | 20570 | 1786077 | ETF |
| APPLE | 6453 | 1766811 | Listed Stock |
| SPDR S&P 500 ETF | 2519 | 1739071 | ETF |
| PALANTIR TECHNOLOGIES | 7610 | 1477634 | Listed Stock |
| DFA INTL SMALL CAP VALUE ETF | 38035 | 1444379 | ETF |
| VG S/T CORP BOND ETF | 14279 | 1137203 | ETF |
| DFA US SMALL CAP VAL ETF | 33256 | 1111083 | ETF |
| MICROSOFT CORP | 2264 | 1104981 | Listed Stock |
| DFA WORLD EX-US EQUITY ETF | 33520 | 1099786 | ETF |
| DIMNSNL GLBL SUSTN FIXED INCM ETF | 20789 | 1079573 | ETF |
| SCHWAB US LARGE CAP ETF | 38322 | 1044261 | ETF |
| VANGUARD REIT ETF | 11311 | 1003950 | ETF |
| TJX COMPANIES | 5654 | 889318 | Listed Stock |
| NETFLIX | 9227 | 864016 | Listed Stock |
| DFA TAX-MGD INT'L VALUE ETF | 16984 | 850211 | ETF |
| VANGUARD ESG US STK ETF | 6797 | 832497 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 8301 | 812004 | ETF |
| LOCKHEED MARTIN | 1629 | 791287 | Listed Stock |
| AVANTIS US SMALL CAP ETF | 13079 | 784740 | ETF |
| VANGUARD STOCK MARKET ETF | 2200 | 747602 | ETF |
| META PLATFORMS | 1074 | 716949 | Listed Stock |
| DFA US LARGE CAP VALUE ETF | 20378 | 705079 | ETF |
| VANGUARD ESG US CORP BD ETF | 11017 | 702554 | ETF |
| VG TOTAL INTL BOND INDEX ETF | 13906 | 673309 | ETF |
| SPDR GOLD ETF | 1619 | 666915 | ETF |
| DFA INFLATION-PROTECT SEC ETF | 14974 | 622993 | ETF |
| DIMENSIONAL ULTRASHORT FXD INC ETF | 12144 | 614729 | ETF |
| WALMART | 5191 | 579369 | Listed Stock |
| CISCO SYSTEMS | 7018 | 547544 | Listed Stock |
| DFA US HIGH PROFITABILITY ETF | 13661 | 526085 | ETF |
| AMAZON | 2170 | 504265 | Listed Stock |
| ELI LILLY | 428 | 461465 | Listed Stock |
| GOOGLE CLASS A | 1423 | 446821 | Listed Stock |
| BERKSHIRE HATHAWAY | 871 | 436667 | Listed Stock |
| IBM | 1350 | 411163 | Listed Stock |
| NVIDIA CORP | 2102 | 396416 | Listed Stock |
| AMERICAN BEACON LRG CAP VAL | 17080 | 390105 | Listed Stock |
| POWERSHARES | 603 | 376313 | ETF |
| SCHWAB US TIPS ETF | 13957 | 370131 | ETF |
| VISA | 987 | 350496 | Listed Stock |
| AVANTIS RESPONSIBLE EMER MRK EQY ETF | 5176 | 335178 | ETF |
| SCHWAB US SMALL CAP IDX ETF | 11056 | 322504 | ETF |
| VANGUARD S&P 500 ETF | 482 | 305964 | ETF |
| AMD | 1334 | 286863 | Listed Stock |
| SCHWAB INT'L EQUITY ETF | 10908 | 263319 | ETF |
| AVANTIS REAL ESTATE ETF | 5903 | 258020 | ETF |
| AUTONATION | 1160 | 246233 | Listed Stock |
| VG ULTRA-SHORT BOND ETF | 4938 | 245789 | ETF |
| DFA US SUSTAINABLTY CORE 1 ETF | 5380 | 236988 | ETF |
| VANGUARD MIDCAP VALUE ETF | 1281 | 229619 | ETF |
| VANGUARD MEGA CAP ETF | 901 | 228935 | ETF |
| VANGUARD US VALUE ETF | 1167 | 225079 | ETF |
| ISHARES RUSSELL 2000 VALUE ETF | 1195 | 221293 | ETF |
| DFA INT'L HIGH PROFIT ETF | 6504 | 207087 | ETF |
| ORACLE CORP | 1038 | 204995 | Listed Stock |
| ISHARES CORE MSCI EAFE ETF | 2239 | 201062 | ETF |
| AVANTIS RESPONSIBL US EQUITY ETF | 2576 | 199125 | ETF |
| ISHARES EAFE SMALL CAP ETF | 2522 | 196565 | ETF |
| O'REILLY AUTOMOTIVE INC COM | 2010 | 185724 | Listed Stock |
| TESLA INC | 372 | 180569 | Listed Stock |
| UNION PACIFIC | 758 | 178168 | Listed Stock |
| ISHARES MSCI USA QUALITY ETF | 876 | 176098 | ETF |
| ISHARES CORE S&P VALUE ETF | 1674 | 173527 | ETF |
| ISHARES RUSSELL 1000 | 453 | 171325 | ETF |
| FIDELITY NASDAQ COMPOSITE ETF | 1740 | 161611 | ETF |
| TRUIST FINANCIAL CORP | 3022 | 153336 | Listed Stock |
| VANGUARD SMALL CAP VAL ETF | 706 | 152002 | ETF |
| JP MORGAN | 459 | 151169 | Listed Stock |
| ARCH CAPITAL GROUP | 1487 | 143347 | Listed Stock |
| VANGUARD LRG CAP ETF | 446 | 142145 | ETF |
| VANGUARD EUROPE/PACIFIC ETF | 2242 | 140529 | ETF |
| ISHARES MIDCAP 400 ETF | 2017 | 135775 | ETF |
| VANGUARD MEGA CAP VALUE ETF | 930 | 132506 | ETF |
| MASTERCARD | 225 | 130376 | Listed Stock |
| DFA INTL SUS CORE 1 ETF | 2855 | 123094 | ETF |
| CITI | 993 | 120709 | Listed Stock |
| MICRON TECHNOLOGY INC | 400 | 114672 | Listed Stock |
| VG SHORT TERM BOND ETF | 1442 | 113543 | ETF |
| ROYAL CARIBBEAN CRUISES LTD | 361 | 106177 | Listed Stock |
| CIGNA CORP | 386 | 106096 | Listed Stock |
| FIDELITY ENCHANGED LARGE CAP | 2644 | 102166 | Listed Stock |
| DIMENSIONAL WORLD EQUITY ETF | 1329 | 99326 | ETF |
| MORGAN STANLEY | 527 | 95730 | Listed Stock |
| BANK OF AMERICA | 1689 | 95006 | Listed Stock |
| SPDR TRUST S&P BIOTECH ETF | 748 | 94472 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 1043 | 91848 | ETF |
| NORFOLK SOUTHERN | 313 | 91618 | Listed Stock |
| INTUIT INC COM | 134 | 90427 | Listed Stock |
| SCHWAB US DIVIDEND EQ ETF | 3240 | 89618 | ETF |
| SOUTHWEST AIRLINES | 2127 | 88228 | Listed Stock |
| 3-D MATRIX LTD | 38900 | 86805 | Listed Stock |
| PROCTER & GAMBLE | 600 | 86694 | Listed Stock |
| VANGUARD TOTAL INTL STOCK ETF | 1140 | 86195 | ETF |
| FLEXSHARES MSTAR US MKT FACTORS TILT ETF | 335 | 84406 | ETF |
| VG INFO TECHNOLOGY ETF | 107 | 81996 | ETF |
| LOWES COMPANIES | 318 | 77274 | Listed Stock |
| ISHARES EMERGING MKT ETF | 1135 | 76004 | ETF |
| HOME DEPOT | 218 | 75638 | Listed Stock |
| QUALCOMM | 400 | 69908 | Listed Stock |
| ISHARES EMERGING MKTS ETF | 1241 | 67535 | ETF |
| D.R. HORTON | 450 | 65984 | Listed Stock |
| RPM INC-OHIO | 623 | 65907 | Listed Stock |
| ISHARES MSCI EAFE ETF | 681 | 65655 | ETF |
| ISHARES S&P 500 GROWTH ETF | 519 | 64875 | ETF |
| VANGUARD EMERGING MKT ETF | 1081 | 58028 | ETF |
| PNC BANK CORP | 269 | 57426 | Listed Stock |
| STATE STREET SPDR PORT S&P 500 ETF | 699 | 56901 | ETF |
| FDX CORP | 192 | 56691 | Listed Stock |
| Avantis Core Fixed Income ETF | 1349 | 56604 | ETF |
| AVANTIS RESPONSBL INTRL EQTY ETF | 746 | 55722 | ETF |
| ISHARE CORE S&P TTL US STOCK MKT ETF | 366 | 55215 | ETF |
| ISHARES CORE S&P SM CAP ETF | 441 | 54343 | ETF |
| ISHARE EDGE MSCI MIN VOL ETF | 545 | 51813 | ETF |
| AUTOMATIC DATA PROCESSING | 200 | 51620 | Listed Stock |
| JOHNSON & JOHNSON | 238 | 49452 | Listed Stock |
| ABBVIE INC COM | 215 | 49426 | Listed Stock |
| UNITEDHEALTH GROUP | 150 | 49257 | Listed Stock |
| DFA EMG MRKT SUS CORE 1 ETF | 1180 | 48866 | ETF |
| BROOKFIELD RENEWABLE CORP | 1244 | 48678 | Listed Stock |
| BROWN & BROWN | 600 | 48492 | Listed Stock |
| SPDR - CONSUMER DISCRETIONARY ETF | 390 | 47810 | ETF |
| PEPSICO INC COM | 332 | 47722 | Listed Stock |
| BROADRIDGE FINANCIAL SOLUTIONS | 200 | 45676 | Listed Stock |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 734 | 45290 | ETF |
| INSTALLED BUILDING PRODUCTS | 169 | 44924 | Listed Stock |
| FIDELITY WISE ORIGIN BITCOIN ETF | 579 | 44016 | ETF |
| ISHARES BITCOIN TRUST ETF | 889 | 43970 | ETF |
| BROWN-FORMAN CORP | 1572 | 42271 | Listed Stock |
| CONSTELLATION BRANDS INC | 300 | 42147 | Listed Stock |
| VANGUARD SMALL CAP ETF | 157 | 41335 | ETF |
| PFIZER | 1637 | 40976 | Listed Stock |
| TR PRICE GROUP INC | 386 | 40406 | Listed Stock |
| SPDR Portfolio S&P 500 Value ETF | 702 | 40270 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 561 | 40167 | ETF |
| ABBOTT LABORATORIES | 307 | 38317 | Listed Stock |
| MERCK & CO INC | 345 | 36725 | Listed Stock |
| THE COMM SVCS SEL SECT SPDR ETF | 308 | 36372 | ETF |
| FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF | 386 | 35987 | ETF |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 677 | 35687 | ETF |
| THOR INDUSTRIES | 334 | 35524 | Listed Stock |
| SPDR - FINANCIAL ETF | 625 | 34831 | ETF |
| PRINCIPAL FINANCIAL GROUP | 379 | 33955 | Listed Stock |
| PHOTRONICS INC | 1000 | 33670 | Listed Stock |
| ORMAT TECHNOLOGIES | 293 | 33522 | Listed Stock |
| ATLANTIC UNION BANKSHARES CORP | 900 | 32922 | Listed Stock |
| ROCHE HOLDING AG | 600 | 31518 | Listed Stock |
| CANADIAN NATIONAL RAILWAY | 317 | 31285 | Listed Stock |
| FLUENCE ENERGY INC | 1573 | 31193 | Listed Stock |
| MERCADOLIBRE | 15 | 30160 | Listed Stock |
| VG DVDND APPRECIATION ETF | 132 | 29434 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR | 114 | 29173 | ETF |
| VERIZON | 696 | 28063 | Listed Stock |
| FIRST TRUST DOW JONES INTERNET ETF | 103 | 28026 | ETF |
| MCCORMICK | 400 | 27552 | Listed Stock |
| SHOPIFY | 160 | 27112 | Listed Stock |
| VG CONSUMER STAPLES ETF | 125 | 26576 | ETF |
| CRESCO LABS INC | 20161 | 25806 | Listed Stock |
| WALT DISNEY | 223 | 25502 | Listed Stock |
| XCEL ENERGY | 341 | 25265 | Listed Stock |
| S&P MID CAP 400 ETF | 41 | 25223 | ETF |
| OKLO CL A ORD | 310 | 25206 | Listed Stock |
| ENERGY TRANSFER LP | 1494 | 24487 | Listed Stock |
| EXXON MOBIL | 203 | 24202 | Listed Stock |
| SPDR - HEALTH CARE ETF | 153 | 23837 | ETF |
| VANGUARD US LG CAP GRWTH ETF | 47 | 23268 | ETF |
| ISHARES RUSSELL 2000 ETF | 89 | 22491 | ETF |
| Novo Nordisk A/S | 415 | 21812 | Listed Stock |
| THOMSON REUTERS | 163 | 21679 | Listed Stock |
| ARISTA NETWORKS | 165 | 21577 | Listed Stock |
| PHILLIPS EDISON AND COMPANY | 591 | 21146 | Listed Stock |
| COCA COLA | 295 | 20709 | Listed Stock |
| T-MOBILE US | 104 | 20610 | Listed Stock |
| ISHARES MSCI EMERGING MKTS EX CHINA ETF | 284 | 20405 | ETF |
| MACY'S | 907 | 20234 | Listed Stock |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 515 | 20143 | ETF |
| VANGUARD S&P SM CAP 600 ETF | 174 | 19798 | ETF |
| VANGUARD SM CAP GRW ETF | 62 | 19213 | ETF |
| CANADIAN PACIFIC RAILWAY | 250 | 18640 | Listed Stock |
| NXP SEMICONDUCTOR NV COM | 82 | 18471 | Listed Stock |
| NIKE INC | 303 | 18181 | Listed Stock |
| EDWARDS LIFESCIENCES | 208 | 17948 | Listed Stock |
| MAPLEBEAR INC | 383 | 17484 | Listed Stock |
| TOYOTA | 77 | 16688 | Listed Stock |
| FS KKR CAPITAL CORP COM | 1145 | 16614 | Listed Stock |
| BOOKING HOLDINGS | 3 | 16340 | Listed Stock |
| GOLMAN SACKS ACCESS TREASURY 0-1 Yr ETF | 158 | 15832 | ETF |
| JPMORGAN ULTRA-SHORT INCOME ETF | 312 | 15828 | ETF |
| VANGUARD TOTAL WORLD ETF | 110 | 15660 | ETF |
| FIFTH THIRD BANCORP | 322 | 15527 | Listed Stock |
| CROWDSTRIKE HOLDINGS | 32 | 15268 | Listed Stock |
| ISHARES BIOTECH | 87 | 15073 | ETF |
| SCHWAB US BROAD MARKET ETF | 567 | 15071 | ETF |
| AXON ENTERPRISE | 25 | 14779 | Listed Stock |
| GENERAL ELECTRIC | 46 | 14571 | Listed Stock |
| MPLX LP PARTNERSHIP UNITS | 263 | 14210 | Listed Stock |
| BROADCOM | 40 | 14009 | Listed Stock |
| CAPITAL ONE FINANCIAL CORP | 55 | 13659 | Listed Stock |
| NASDAQ INC | 135 | 13316 | Listed Stock |
| The Energy Select Sector SPDR ETF | 300 | 13311 | ETF |
| LAS VEGAS SANDS CORP | 200 | 13262 | Listed Stock |
| SCHWAB INTL SMALL CAP ETF | 288 | 13167 | ETF |
| MCDONALDS | 42 | 13160 | Listed Stock |
| SCIENCE APPLICATIONS INTERNATIONAL CORP | 128 | 13158 | Listed Stock |
| ISHARES S&P SM CAP VAL ETF | 111 | 12840 | ETF |
| VG WORLD EX-US SMALL CAP ETF | 88 | 12657 | ETF |
| PAYPAL HOLDINGS | 209 | 12551 | Listed Stock |
| SIGA TECHNOLOGIES INC | 2000 | 12540 | Listed Stock |
| VANGUARD EMERGING MKTS GOVT BD ETF | 182 | 12302 | ETF |
| C.H. ROBINSON WORLDWIDE INC | 74 | 12206 | Listed Stock |
| CANNABIST COMPANY HOLDING | 234090 | 12126 | Listed Stock |
| L OREAL SA | 135 | 11614 | Listed Stock |
| ISHARES A.I. INNOVATION AND TECH ACT ETF | 341 | 11596 | ETF |
| CHUBB LTD COM | 37 | 11593 | Listed Stock |
| ON HOLDING CL A ORD | 249 | 11576 | Listed Stock |
| COCA-COLA FEMSA SAB de CV | 120 | 11498 | Listed Stock |
| CONSTELLATION ENERGY | 31 | 11282 | Listed Stock |
| AEHR TEST SYSTEMSehr | 500 | 11035 | Listed Stock |
| ARCHER AVIATION CL A | 1349 | 10967 | Listed Stock |
| MEDTRONIC | 112 | 10894 | Listed Stock |
| GENESIS PARK ACQUISTION CORP | 1357 | 10612 | Listed Stock |
| APPLIED DIGITAL CORP | 406 | 10442 | Listed Stock |
| Viking Therapeutics Inc | 279 | 10421 | Listed Stock |
| KINSALE CAP GROUP INC COM | 26 | 10313 | Listed Stock |
| PALO ALTO NETWORKS | 54 | 10110 | Listed Stock |
| TOPBUILD CORP | 22 | 9419 | Listed Stock |
| WASTE MANAGEMENT | 41 | 9076 | Listed Stock |
| STRYKER CORP COM | 25 | 8869 | Listed Stock |
| OKTA | 100 | 8839 | Listed Stock |
| SPOTIFY TECHNOLOGY SA | 15 | 8799 | Listed Stock |
| INTUITIVE SURGICAL | 15 | 8657 | Listed Stock |
| APA Corp | 353 | 8599 | Listed Stock |
| BANK AMERICA 5.375pcnt PFD | 390 | 8561 | Listed Stock |
| M&T BANK | 41 | 8497 | Listed Stock |
| VANGUARD MATERIALS ETF | 40 | 8426 | ETF |
| SPDR - UTILITIES | 196 | 8391 | ETF |
| AMGEN INC | 25 | 8349 | Listed Stock |
| MONGODB | 19 | 8275 | Listed Stock |
| HIMAX TECHNOLOGIES INC | 1000 | 8260 | Listed Stock |
| PHILIP MORRIS INTL COM | 50 | 8132 | Listed Stock |
| CONOCO PHILLIPS | 87 | 8001 | Listed Stock |
| COMCAST | 268 | 7981 | Listed Stock |
| ISHARES 0-5 YEAR TIPS Bond ETF | 75 | 7673 | ETF |
| DOORDASH INC | 33 | 7658 | Listed Stock |
| SERVICENOW INC | 50 | 7630 | Listed Stock |
| VANGUARD FINANCIAL ETF | 56 | 7616 | ETF |
| FLAGSTAR FINANCIAL INC | 590 | 7582 | Listed Stock |
| GE VERNOVA LLC COM | 11 | 7341 | Listed Stock |
| iShares iBoxx $ Invmt Grade Corp Bd ETF | 65 | 7192 | ETF |
| SOFI TECHNOLOGIES | 260 | 7145 | Listed Stock |
| METLIFE INC | 88 | 7113 | Listed Stock |
| CORNING INC | 78 | 6997 | Listed Stock |
| IRON MOUNTAIN | 86 | 6992 | Listed Stock |
| IMMERSION CORP | 1000 | 6890 | Listed Stock |
| The Industrial Select Sector SPDR ETF | 43 | 6773 | ETF |
| CONSOLIDATED EDISON | 68 | 6768 | Listed Stock |
| KYNDRYL HOLDINGS ORD | 247 | 6738 | Listed Stock |
| LANTERN PHARMA INC | 2000 | 6680 | Listed Stock |
| EVOLV TECHNOLOGIES HOLDINGS CL A ORD | 1000 | 6660 | Listed Stock |
| THE REAL ESTATE SELECT SECTOR SPDR | 162 | 6551 | ETF |
| EPR PROPERTIES | 127 | 6349 | Listed Stock |
| THE TRADE DESK | 161 | 6137 | Listed Stock |
| LIVE NATION | 42 | 6103 | Listed Stock |
| SPDR S&P INSURANCE ETF | 100 | 6103 | ETF |
| CVD EQUIPTMENT CORP | 2000 | 6040 | Listed Stock |
| BWX TECHNOLOGIES | 34 | 6024 | Listed Stock |
| VANGUARD HIGH DIV'D YD ETF | 41 | 5921 | ETF |
| SOLID POWER CL A ORD | 1300 | 5863 | Listed Stock |
| LABCORP HOLDINGS INC | 22 | 5598 | Listed Stock |
| REGAL REXNORD CORP | 38 | 5514 | Listed Stock |
| SAFE BULKERS | 215 | 5491 | Listed Stock |
| DOXIMITY INC-CLASS A | 125 | 5473 | Listed Stock |
| NEXTDECADE CORP | 1000 | 5460 | Listed Stock |
| CABOT CORP | 82 | 5423 | Listed Stock |
| CHEVRONTEXACO | 35 | 5268 | Listed Stock |
| ROBLOX CORP | 63 | 5158 | Listed Stock |
| VG INTERM CORP BOND ETF | 61 | 5118 | ETF |
| SPDR - CONSUMER ETF | 65 | 5078 | ETF |
| FIRST TRUST LOW DURTN OPPOS ETF | 100 | 5009 | ETF |
| ECOLAB INC | 19 | 4990 | Listed Stock |
| QUANTUMSCAPE CORP | 446 | 4986 | Listed Stock |
| STARBUCKS | 58 | 4944 | Listed Stock |
| INTEL CORP | 136 | 4918 | Listed Stock |
| iSHARES PREFERRED & INCOME ETF | 155 | 4821 | ETF |
| VEEVA SYSTEMS | 21 | 4686 | Listed Stock |
| RITHM CAPITAL CORP | 388 | 4330 | Listed Stock |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | 128 | 4239 | ETF |
| FIRST TRUST GLBL WIND ETF | 200 | 4109 | ETF |
| AURORA INNOVATION INC | 1000 | 4100 | Listed Stock |
| EXELON CORP | 93 | 4047 | Listed Stock |
| ALNYLAM PHARMACEUTICALS | 10 | 4007 | Listed Stock |
| RENAISSANCERE HOLDINGS 5.75pcnt PRFD | 180 | 3975 | Listed Stock |
| H&R BLOCK | 86 | 3740 | Listed Stock |
| ISHARES ETHEREUM TRUST ETF | 168 | 3725 | ETF |
| FIDELITY ETHEREUM FUND | 127 | 3720 | ETF |
| RICHTECH ROBOTICS INC | 1000 | 3650 | Listed Stock |
| FIDELITY NATIONAL FINANCIAL | 65 | 3574 | Listed Stock |
| LEIDOS HOLDINGS INC | 19 | 3546 | Listed Stock |
| COMERICA INC | 40 | 3540 | Listed Stock |
| ATLASSIAN | 21 | 3384 | Listed Stock |
| GENERAL MOTORS | 39 | 3262 | Listed Stock |
| AVANTIS MODERATE ALLOCATION ETF | 46 | 3096 | ETF |
| ENTEGRIS INC | 36 | 3078 | Listed Stock |
| VIATRIS | 248 | 3036 | Listed Stock |
| VG INTERM TERM TRS ETF | 50 | 3001 | ETF |
| BAIDU INC | 24 | 2961 | Listed Stock |
| MAIA BIOTECHNOLOGY INC COM USD0.0001 | 2000 | 2960 | Listed Stock |
| SCHWAB FUNDAMNTL INTRNL EQT ETF | 64 | 2893 | ETF |
| ROKU | 26 | 2878 | Listed Stock |
| JOBY AVIATION INC | 200 | 2854 | Listed Stock |
| UBER TECHNOLOGIES | 35 | 2840 | Listed Stock |
| GERON CORP | 2000 | 2800 | Listed Stock |
| FORD MOTOR | 201 | 2685 | Listed Stock |
| TAKE-TWO INTERACTIVE SOFTWARE | 10 | 2516 | Listed Stock |
| ROLLS-ROYCE HOLDINGS PLC | 161 | 2500 | Listed Stock |
| Nanoviricides Inc | 2000 | 2380 | Listed Stock |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | 35 | 2342 | Listed Stock |
| SYMBOTIC INC | 40 | 2332 | Listed Stock |
| TREX | 62 | 2199 | Listed Stock |
| DUKE ENERGY CORP COM | 17 | 1997 | Listed Stock |
| VERTEX PHARMACEUTICALS | 4 | 1852 | Listed Stock |
| ZIMMER BIOMET HLDGS INC | 20 | 1805 | Listed Stock |
| VANGUARD ESG INT'L STOCK ETF | 25 | 1796 | ETF |
| DATADOG INC | 13 | 1795 | Listed Stock |
| THERMO FISHER SCIENTIFIC | 3 | 1737 | Listed Stock |
| UIPATH INC | 98 | 1682 | Listed Stock |
| ISHARES TIPS BD ETF | 15 | 1651 | ETF |
| Citius Pharmaceuticals Inc | 2000 | 1601 | Listed Stock |
| ISHARES BROAD USD HIGHT YIELD CORPORATE BOND ETF | 42 | 1571 | ETF |
| SCHWAB FUNDMNTL US LARGECOM ETF | 57 | 1565 | ETF |
| AST SPACEMOBILE CL A ORD | 20 | 1561 | Listed Stock |
| The Materials Select Sector SPDR ETF | 34 | 1559 | ETF |
| SUPER MICRO COMPUTER INC | 51 | 1558 | Listed Stock |
| GLOBUS MEDICAL | 17 | 1503 | Listed Stock |
| VANGUARD TOTAL BOND MKT ETF | 20 | 1497 | ETF |
| TAIWAN SEMICONDUCTOR MFG | 5 | 1494 | Listed Stock |
| MODERNA | 44 | 1441 | Listed Stock |
| GUARDANT HEALTH | 14 | 1433 | Listed Stock |
| ISHARES MBS ETF | 15 | 1431 | ETF |
| Toast Inc | 39 | 1423 | Listed Stock |
| BROOKFIELD ASSET MANAGEMENT LTD | 26 | 1390 | Listed Stock |
| IDEXX LABORATORIES INC | 2 | 1376 | Listed Stock |
| PJT PARTNERS INC A | 8 | 1372 | Listed Stock |
| SALESFORCE | 5 | 1340 | Listed Stock |
| REPARE THERAPEUTICS INC | 500 | 1275 | Listed Stock |
| NEWMONT CORP | 12 | 1257 | Listed Stock |
| GE HEALTHCARE TECHNOLOGIES | 15 | 1251 | Listed Stock |
| CERTARA INC | 140 | 1247 | Listed Stock |
| LOUISIANA-PACIFIC CORP | 15 | 1238 | Listed Stock |
| SKYWORKS SOLUTIONS INC | 18 | 1159 | Listed Stock |
| SCHWAB US LG-CAP VALUE INDEX | 64 | 1056 | Listed Stock |
| AT&T CORP | 42 | 1037 | Listed Stock |
| ZILLOW GROUP CL A | 15 | 1033 | Listed Stock |
| GUIDEWIRE SOFTWARE | 5 | 1030 | Listed Stock |
| INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV | 200 | 996 | Listed Stock |
| GITLAB INC | 26 | 974 | Listed Stock |
| SCHWAB FUNDAMNTL US SML COM ETF | 29 | 932 | ETF |
| UNDER ARMOUR CLASS A | 200 | 924 | Listed Stock |
| UNDER ARMOUR CLASS C | 201 | 886 | Listed Stock |
| DOLBY LABORATORIES INC | 13 | 860 | Listed Stock |
| VERTIV HOLDINGS CO | 5 | 835 | Listed Stock |
| SCHWAB US LARGE CAP GROWTH ETF | 25 | 828 | ETF |
| MATCH GROUP | 25 | 809 | Listed Stock |
| XTRACKERS USD HIGH YIELD CORP BD ETF | 21 | 774 | ETF |
| ONEOK | 10 | 732 | Listed Stock |
| ON SEMICONDUCTOR | 13 | 716 | Listed Stock |
| ZOOM VIDEO COMM | 8 | 702 | Listed Stock |
| DOCUSIGN INC | 10 | 696 | Listed Stock |
| SCHWAB FUNDTL EMRG MKT EQT ETF | 19 | 685 | ETF |
| BYD CO LTD | 56 | 674 | Listed Stock |
| BRISTOL MYERS SQUIBB | 12 | 659 | Listed Stock |
| VANECK URANIUM NUCLEAR ENRGY ETF | 5 | 643 | ETF |
| INTERNATIONAL PAPER CO | 16 | 630 | Listed Stock |
| MONDAY.COM LIMITED COM NPV | 4 | 584 | Listed Stock |
| Quantum Computing Inc | 51 | 582 | Listed Stock |
| SMURFIT WESTROCK PLC COM USD0.001 | 15 | 572 | Listed Stock |
| INFINEON TECHNOLOGIES AG | 12 | 521 | Listed Stock |
| DBV TECHNOLOGIES SA | 27 | 514 | Listed Stock |
| INTUITIVE MACHINES CL A | 30 | 501 | Listed Stock |
| ISHARES FUTURE AI & TECH ETF | 10 | 485 | ETF |
| VG INTERMEDIATE BOND | 6 | 468 | ETF |
| TELKOM INDONESIA | 22 | 464 | Listed Stock |
| ALIBABA GROUP HOLDING LTD | 3 | 450 | Listed Stock |
| GLOBAL X CONSCIOUS COMPANIES ETF | 10 | 449 | ETF |
| FASTLY | 42 | 443 | Listed Stock |
| CIRCLE INTERNET GROUP INC | 5 | 413 | Listed Stock |
| FORTREA HOLDINGS INC | 22 | 389 | Listed Stock |
| BIOGEN INC COM | 2 | 353 | Listed Stock |
| GANFENG LITHIUM CO | 49 | 353 | Listed Stock |
| POWERSHARES EMERGING MKTS S OV DEB PORT | 16 | 349 | ETF |
| A.O. SMITH CORP. | 5 | 340 | Listed Stock |
| ISHARES US HEALTHCARE ETF | 5 | 332 | ETF |
| PROSHARES ULTRAPRO QQQ | 6 | 332 | ETF |
| SUNNY OPTICAL TECHNOLOGY | 4 | 332 | Listed Stock |
| AUTODESK INC | 1 | 298 | Listed Stock |
| XPENG | 15 | 294 | Listed Stock |
| UPSTART HOLDINGS INC | 6 | 289 | Listed Stock |
| TELEDOC HEALTH | 39 | 283 | Listed Stock |
| INVESCO S&P SMALL CAP 600 REVENUE ETF | 5 | 249 | ETF |
| WARNER BROS. DISCOVERY | 8 | 234 | Listed Stock |
| ISHARES COPPER METALS MINING ETF | 5 | 229 | ETF |
| INVESCO PREFERRED ETF | 20 | 225 | ETF |
| ASSET ENTITIES CL B ORD | 260 | 224 | Listed Stock |
| TWO HARBORS 7.25pcnt PREFERRED | 9 | 220 | Listed Stock |
| ROCKET COMPANIES | 11 | 214 | Listed Stock |
| NOVOCURE | 15 | 202 | Listed Stock |
| HUNTINGTON BANK 5.7pcnt PREFERRED | 9 | 199 | Listed Stock |
| UNITED STATES NATURAL GAS | 16 | 198 | Closed-end investment company |
| JP MORGAN CHASE 4.625pcnt PREFERRED | 10 | 196 | Listed Stock |
| TARGET CORP COM | 2 | 195 | Listed Stock |
| CORBUS PHARMACEUTICALS | 23 | 194 | Listed Stock |
| EDITAS MEDICINE | 77 | 170 | Listed Stock |
| CHIPOTLE MEXI GRILL | 4 | 152 | Listed Stock |
| MICROSECTORS GOLD 3X LEVERAGED ETN | 1 | 149 | ETF |
| VG SHT TERM INFLTN PROT'D ETF | 3 | 148 | ETF |
| HEWLETT PACKARD | 6 | 147 | Listed Stock |
| CAPITAL ONE 4.8pcnt PREFERRED | 8 | 145 | Listed Stock |
| AIRBNB INC | 1 | 137 | Listed Stock |
| STIFEL FINANCIAL CORP | 1 | 129 | Listed Stock |
| BEYOND MEAT | 130 | 128 | Listed Stock |
| F&G ANNUITIES & LIFE INC | 4 | 123 | Listed Stock |
| KRISPY KREME INC | 25 | 106 | Listed Stock |
| LUCID GROUP ORD | 8 | 94 | Listed Stock |
| ATLANTA BRAVES HOLDINGS SRS A ORD | 2 | 85 | Listed Stock |
| BRIGHTHOUSE FINL INC COM | 1 | 65 | Listed Stock |
| BEAM THERAPEUTICS INC. COM USD0.01 | 2 | 56 | Listed Stock |
| PROSHARES BITCOIN ETF | 4 | 49 | ETF |
| SYLVAMO CORP | 1 | 49 | Listed Stock |
| NAVITAS SEMICONDUCTOR CORP | 6 | 46 | Listed Stock |
| CELSIUS HOLDING INC | 1 | 45 | Listed Stock |
| UNITED STATES COPPER INDEX | 1 | 34 | ETF |
| Nu Ride Inc | 23 | 30 | Listed Stock |
| ADVISORSHARES PURE US CANNABIS ETF | 5 | 24 | ETF |
| THE WENDY'S CO | 2 | 17 | Listed Stock |
| ISHARES GLBL CLEAN ENERGY ETF | 1 | 17 | ETF |
| SOUNDHOUND AI CL A ORD | 1 | 11 | Listed Stock |
| BAVARIAN NORDIC A/S | 1 | 10 | Listed Stock |
| REVIVE THERAPEUTICS LIMITED COM NPV | 1000 | 8 | Listed Stock |
| BLINK CHARGING CO | 10 | 7 | Listed Stock |
| CADRENAL THERAPEUTICS ORD | 1 | 7 | Listed Stock |
| BABCOCK & WILCOX ENTERPRISES INC | 1 | 5 | Listed Stock |
| GENPREX INC | 1 | 2 | Listed Stock |
| GOLDMAN SACHS | 0 | 2 | Listed Stock |
| PERSHING SQUARE SPAR RTSRIGHTS EXP | 6 | 0 | Warrants |
| RED WHITE & BLOOM BRANDS INC | 500 | 0 | Listed Stock |
| BRAXIA SCIENTIFIC CORP COM NPV | 1000 | 0 | Listed Stock |
| CANNABIST CO HLDG 27 WTFWARRANTS EXP 05/29/27 | 57691 | 0 | Warrants |
| CONTRA ABIOMED INC COM (NV) | 10 | 0 | Listed Stock |
| CONTRA WALGREENS BOOTS | 31 | 0 | Listed Stock |
| TOUGHBUILT INDUSTRIES INC | 1 | 0 | Listed Stock |
| YOURWAY CANNABIS BRANDS INC COM NPV | 1000 | 0 | Listed Stock |
| ZIMMER CORP | 100 | 0 | Listed Stock |
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