CVA Family Office, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, CVA Family Office, LLC held in its portfolio 500 assets valued at $869,463,279 (i.e. $869.46M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($54.72M), SCHWAB STRATEGIC TR ($54.09M), and VANGUARD WORLD FD ($37.62M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CVA Family Office, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1995005 | 54722974 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 1196403 | 54088494 | FUNDAMENTAL INTL |
| VANGUARD WORLD FD | 49914 | 37624383 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 650317 | 30434819 | US CORE EQT MKT |
| AMERICAN CENTY ETF TR | 357058 | 29392999 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 261060 | 29181325 | US EQT ETF |
| VANGUARD INDEX FDS | 43760 | 27442903 | S&P 500 ETF SHS |
| ISHARES TR | 35508 | 24320967 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 521487 | 19832165 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 468583 | 18551212 | US CORE EQUITY 2 |
| APPLE INC | 58776 | 15978762 | COM |
| BLACKROCK ETF TRUST II | 288464 | 15222265 | ISHARES FLEXIBLE |
| ISHARES TR | 139233 | 13906590 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 506723 | 13635916 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 374098 | 13489965 | FUNDAMENTAL EMER |
| NVIDIA CORPORATION | 71776 | 13386274 | COM |
| SCHWAB STRATEGIC TR | 403007 | 13146077 | US LCAP GR ETF |
| DIMENSIONAL ETF TRUST | 331751 | 12643032 | INTL CORE EQT MK |
| MICROSOFT CORP | 26000 | 12573912 | COM |
| INVESCO QQQ TR | 18410 | 11309382 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 51364 | 11288763 | DIV APP ETF |
| ALPHABET INC | 35919 | 11242703 | CAP STK CL A |
| VANGUARD INDEX FDS | 30725 | 10301121 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 174805 | 10005859 | EQUITY PREMIUM |
| VANGUARD TAX-MANAGED FDS | 147131 | 9191303 | VAN FTSE DEV MKT |
| ISHARES TR | 76570 | 8434213 | TRUST ISHARE 0-1 |
| ISHARES TR | 116205 | 8066985 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 300632 | 7885577 | US BRD MKT ETF |
| VANGUARD WHITEHALL FDS | 54497 | 7821414 | HIGH DIV YLD |
| BROADCOM INC | 21918 | 7585798 | COM |
| VANGUARD WORLD FD | 25373 | 7303487 | HEALTH CAR ETF |
| BERKSHIRE HATHAWAY INC DEL | 13460 | 6765669 | CL B NEW |
| GOLDMAN SACHS ETF TR | 50838 | 6729415 | ACTIVEBETA US LG |
| J P MORGAN EXCHANGE TRADED F | 101073 | 6661751 | BETABULDRS JAPAN |
| J P MORGAN EXCHANGE TRADED F | 123511 | 6237319 | MUNICIPAL ETF |
| AMAZON COM INC | 26323 | 6075977 | COM |
| DIMENSIONAL ETF TRUST | 80501 | 5970748 | US EQUITY MARKET |
| J P MORGAN EXCHANGE TRADED F | 66286 | 5970559 | U S TECH LEADERS |
| AMERICAN CENTY ETF TR | 54232 | 5530557 | US SML CP VALU |
| SCHWAB STRATEGIC TR | 189064 | 5144420 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 188712 | 4536645 | INTL EQTY ETF |
| ISHARES TR | 67635 | 4463931 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 87750 | 4378725 | INTERNATNAL VAL |
| META PLATFORMS INC | 6477 | 4275128 | CL A |
| ISHARES TR | 46949 | 4200019 | CORE MSCI EAFE |
| ISHARES TR | 15963 | 3995581 | MSCI USA MMENTM |
| VANGUARD WORLD FD | 28166 | 3975923 | MEGA CAP VAL ETF |
| JPMORGAN CHASE & CO. | 12174 | 3922615 | COM |
| TESLA INC | 8408 | 3781246 | COM |
| FLEXSHARES TR | 42428 | 3428620 | QUALT DIVD IDX |
| SCHWAB STRATEGIC TR | 124287 | 3302298 | FUNDAMENTAL US B |
| SPDR SERIES TRUST | 63179 | 3284125 | STATE STREET SPD |
| WALMART INC | 29254 | 3259239 | COM |
| ELI LILLY & CO | 2772 | 2979013 | COM |
| ISHARES TR | 24042 | 2889383 | CORE S&P SCP ETF |
| ISHARES TR | 26573 | 2846229 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 116262 | 2717036 | US AGGREGATE B |
| ISHARES TR | 23757 | 2619161 | AGENCY BOND ETF |
| FLEXSHARES TR | 53211 | 2439724 | MORNSTAR UPSTR |
| VANGUARD SCOTTSDALE FDS | 28812 | 2413003 | INT-TERM CORP |
| COCA COLA CO | 33594 | 2348540 | COM |
| MASTERCARD INCORPORATED | 4013 | 2291085 | CL A |
| VISA INC | 5951 | 2087074 | COM CL A |
| CISCO SYS INC | 24675 | 1900688 | COM |
| JOHNSON & JOHNSON | 9085 | 1880056 | COM |
| KINDER MORGAN INC DEL | 67692 | 1860853 | COM |
| EXXON MOBIL CORP | 15257 | 1836073 | COM |
| ISHARES TR | 20881 | 1801007 | MSCI EAFE MIN VL |
| GLOBAL X FDS | 36771 | 1757279 | US INFR DEV ETF |
| DIMENSIONAL ETF TRUST | 53810 | 1752581 | EMGR CRE EQT MNG |
| ORACLE CORP | 8924 | 1739377 | COM |
| ISHARES TR | 4348 | 1682024 | RUSSELL 3000 ETF |
| SCHWAB STRATEGIC TR | 55180 | 1659276 | US MID-CAP ETF |
| VANGUARD SCOTTSDALE FDS | 20527 | 1636635 | SHRT TRM CORP BD |
| COSTCO WHSL CORP NEW | 1875 | 1616764 | COM |
| ISHARES TR | 12315 | 1517947 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 46339 | 1516676 | WORLD EX US CORE |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| HOME DEPOT INC | 4268 | 1468448 | COM |
| CATERPILLAR INC | 2561 | 1467317 | COM |
| VANGUARD INDEX FDS | 2999 | 1463112 | GROWTH ETF |
| VANGUARD WORLD FD | 7453 | 1443218 | COMM SRVC ETF |
| ZIONS BANCORPORATION N A | 24315 | 1423410 | COM |
| MORGAN STANLEY | 7950 | 1411325 | COM NEW |
| AMERICAN CENTY ETF TR | 14754 | 1386471 | INTL SMCP VLU |
| CHEVRON CORP NEW | 9063 | 1381218 | COM |
| RTX CORPORATION | 7443 | 1365084 | COM |
| PROCTER AND GAMBLE CO | 9434 | 1352009 | COM |
| VANGUARD INDEX FDS | 6201 | 1313220 | SM CP VAL ETF |
| PHILIP MORRIS INTL INC | 7982 | 1280384 | COM |
| AMGEN INC | 3726 | 1219705 | COM |
| VANGUARD INDEX FDS | 6225 | 1188863 | VALUE ETF |
| VANGUARD WORLD FD | 5562 | 1174917 | CONSUM STP ETF |
| EXPAND ENERGY CORPORATION | 10245 | 1130586 | COM |
| ALPHABET INC | 3596 | 1128400 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 13918 | 1096905 | SHORT TRM BOND |
| ISHARES TR | 7729 | 1090859 | SELECT DIVID ETF |
| AT&T INC | 43411 | 1078319 | COM |
| LAM RESEARCH CORP | 6292 | 1077065 | COM NEW |
| MERCK & CO INC | 10204 | 1074039 | COM |
| J P MORGAN EXCHANGE TRADED F | 17905 | 1040625 | NASDAQ EQT PREM |
| ABBVIE INC | 4504 | 1029048 | COM |
| MEDTRONIC PLC | 10517 | 1010263 | SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 3305 | 1004356 | SPONSORED ADS |
| GOLDMAN SACHS GROUP INC | 1137 | 999853 | COM |
| VANGUARD INDEX FDS | 11112 | 983288 | REAL ESTATE ETF |
| INVESCO EXCH TRADED FD TR II | 20440 | 981115 | S&P500 HDL VOL |
| NEXTERA ENERGY INC | 12046 | 967078 | COM |
| NETFLIX INC | 10235 | 959634 | COM |
| VANGUARD WHITEHALL FDS | 10648 | 958320 | INTL HIGH ETF |
| WISDOMTREE TR | 10597 | 947704 | US QTLY DIV GRT |
| ISHARES TR | 8602 | 917833 | SHRT NAT MUN ETF |
| ABBOTT LABS | 7172 | 898580 | COM |
| SCHWAB STRATEGIC TR | 26930 | 881943 | EMRG MKTEQ ETF |
| CITIGROUP INC | 7374 | 860472 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 1471 | 852527 | COM |
| DIMENSIONAL ETF TRUST | 14113 | 840288 | US TARGETED VLU |
| ISHARES TR | 3948 | 830436 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 28929 | 823899 | US SML CAP ETF |
| SCHWAB CHARLES CORP | 7729 | 772214 | COM |
| PALANTIR TECHNOLOGIES INC | 4442 | 772004 | CL A |
| CRH PLC | 6168 | 769766 | ORD |
| ISHARES TR | 3627 | 769178 | S&P 500 VAL ETF |
| GENERAL DYNAMICS CORP | 2282 | 768355 | COM |
| NOVARTIS AG | 5542 | 764076 | SPONSORED ADR |
| VANGUARD WORLD FD | 1823 | 752597 | MEGA GRWTH IND |
| MARATHON PETE CORP | 4569 | 743056 | COM |
| SCHWAB STRATEGIC TR | 23479 | 739819 | FUNDAMENTAL US S |
| GE AEROSPACE | 2399 | 738964 | COM NEW |
| SPDR GOLD TR | 1816 | 719699 | GOLD SHS |
| ADVANCED MICRO DEVICES INC | 3357 | 718935 | COM |
| ISHARES TR | 3320 | 712771 | US AER DEF ETF |
| ISHARES TR | 14081 | 712217 | ULTRA SHORT DUR |
| ISHARES INC | 10543 | 708713 | CORE MSCI EMKT |
| INTERNATIONAL BUSINESS MACHS | 2389 | 707630 | COM |
| LOCKHEED MARTIN CORP | 1449 | 700748 | COM |
| UNION PAC CORP | 2975 | 688177 | COM |
| VANGUARD WHITEHALL FDS | 7460 | 682250 | INTL DVD ETF |
| 3M CO | 4257 | 681556 | COM |
| DIMENSIONAL ETF TRUST | 20717 | 681382 | US SMALL CAP VAL |
| UNITED RENTALS INC | 812 | 657168 | COM |
| SPDR S&P 500 ETF TR | 945 | 644212 | TR UNIT |
| F N B CORP | 37481 | 640922 | COM |
| PEPSICO INC | 4435 | 636495 | COM |
| DANAHER CORPORATION | 2778 | 635940 | COM |
| BANK AMERICA CORP | 11393 | 626623 | COM |
| QUALCOMM INC | 3559 | 608830 | COM |
| GOLDMAN SACHS ETF TR | 7086 | 603183 | EQUAL WEIGHT US |
| CHENIERE ENERGY INC | 3093 | 601248 | COM NEW |
| WELLS FARGO CO NEW | 6425 | 598822 | COM |
| DUKE ENERGY CORP NEW | 5083 | 595778 | COM NEW |
| ISHARES TR | 4963 | 592326 | 3 7 YR TREAS BD |
| VANGUARD INTL EQUITY INDEX F | 7871 | 578983 | ALLWRLD EX US |
| ISHARES TR | 22215 | 565483 | IBDS DEC28 ETF |
| ISHARES TR | 5982 | 563265 | MSCI USA MIN VOL |
| APPLIED MATLS INC | 2180 | 560340 | COM |
| VANGUARD MUN BD FDS | 11023 | 554347 | TAX EXEMPT BD |
| EATON CORP PLC | 1740 | 554207 | SHS |
| ALTRIA GROUP INC | 9573 | 551975 | COM |
| MCDONALDS CORP | 1779 | 543716 | COM |
| FIRST TR EXCHANGE-TRADED FD | 20507 | 542211 | ENERGY INM PARTN |
| CAPITAL ONE FINL CORP | 2226 | 539493 | COM |
| UNITEDHEALTH GROUP INC | 1603 | 529078 | COM |
| DIMENSIONAL ETF TRUST | 10785 | 519513 | NATL MUN BD ETF |
| ISHARES TR | 19662 | 513965 | IBONDS DEC 2033 |
| PDF SOLUTIONS INC | 17774 | 507092 | COM |
| WASTE MGMT INC DEL | 2306 | 506702 | COM |
| COMCAST CORP NEW | 16831 | 503070 | CL A |
| ASML HOLDING N V | 468 | 500694 | N Y REGISTRY SHS |
| KLA CORP | 406 | 493322 | COM NEW |
| TJX COS INC NEW | 3203 | 492013 | COM |
| AMERICAN EXPRESS CO | 1329 | 491682 | COM |
| WISDOMTREE TR | 7310 | 488309 | US MIDCAP FUND |
| DIMENSIONAL ETF TRUST | 10477 | 488136 | US MKTWIDE VALUE |
| J P MORGAN EXCHANGE TRADED F | 5197 | 483321 | BETABUILDERS CDA |
| VERIZON COMMUNICATIONS INC | 11759 | 478926 | COM |
| D R HORTON INC | 3288 | 473571 | COM |
| CREDICORP LTD | 1650 | 473550 | COM |
| CONOCOPHILLIPS | 5035 | 471289 | COM |
| ISHARES TR | 5625 | 465863 | 1 3 YR TREAS BD |
| VANGUARD BD INDEX FDS | 6281 | 465234 | TOTAL BND MRKT |
| STRYKER CORPORATION | 1309 | 460074 | COM |
| BRISTOL-MYERS SQUIBB CO | 8421 | 454229 | COM |
| SERVICENOW INC | 2945 | 451145 | COM |
| DIODES INC | 9014 | 444751 | COM |
| ISHARES TR | 17570 | 426600 | IBONDS 27 ETF |
| ISHARES U S ETF TR | 8314 | 424845 | SHORT DURATION B |
| CVS HEALTH CORP | 5302 | 420767 | COM |
| SELECT SECTOR SPDR TR | 2710 | 419508 | STATE STREET HEA |
| INTUIT | 630 | 417325 | COM |
| ADOBE INC | 1182 | 413688 | COM |
| ROYAL BK CDA | 2423 | 413097 | COM |
| LOWES COS INC | 1712 | 412866 | COM |
| SALESFORCE INC | 1552 | 411163 | COM |
| S&P GLOBAL INC | 779 | 407098 | COM |
| ETF SER SOLUTIONS | 14429 | 405022 | US GLB JETS |
| GE VERNOVA INC | 617 | 403253 | COM |
| DISNEY WALT CO | 3520 | 400504 | COM |
| GSK PLC | 8000 | 392320 | SPONSORED ADR |
| AUTOZONE INC | 115 | 390023 | COM |
| PARKER-HANNIFIN CORP | 442 | 388500 | COM |
| ISHARES TR | 1924 | 384184 | U.S. TECH ETF |
| VANGUARD SCOTTSDALE FDS | 6475 | 380277 | SHORT TERM TREAS |
| VANGUARD WELLINGTON FD | 3715 | 377351 | SHORT TRM TAX EX |
| VANGUARD INTL EQUITY INDEX F | 6992 | 375870 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 10870 | 374580 | INTL CORE EQUITY |
| ARISTA NETWORKS INC | 2855 | 374091 | COM SHS |
| GENERAL MLS INC | 7962 | 370239 | COM |
| AMPHENOL CORP NEW | 2730 | 368932 | CL A |
| AUTOLIV INC | 3017 | 358118 | COM |
| STARBUCKS CORP | 4223 | 355619 | COM |
| BLACKROCK INC | 330 | 353212 | COM |
| VANGUARD SCOTTSDALE FDS | 1136 | 351069 | VNG RUS1000IDX |
| ISHARES TR | 7712 | 350510 | MSCI INTL QUALTY |
| ISHARES TR | 14955 | 350022 | IBONDS DEC 29 |
| ENTERPRISE PRODS PARTNERS L | 10896 | 349327 | COM |
| WISDOMTREE TR | 7895 | 347774 | YIELD ENHANCD US |
| UNILEVER PLC | 5274 | 344920 | SPON ADR NEW |
| MICRON TECHNOLOGY INC | 1207 | 344490 | COM |
| GRUPO AEROPUERTO DEL PACIFIC | 1300 | 342719 | SPON ADS B |
| TORONTO DOMINION BK ONT | 3617 | 340721 | COM NEW |
| SOLID POWER INC | 79243 | 336783 | CLASS A COM |
| ISHARES TR | 3048 | 335807 | IBOXX INV CP ETF |
| BANK MONTREAL QUE | 2512 | 326032 | COM |
| INTUITIVE SURGICAL INC | 574 | 325091 | COM NEW |
| CHUBB LIMITED | 1041 | 324917 | COM |
| ISHARES TR | 5926 | 324211 | MSCI EMG MKT ETF |
| TRANE TECHNOLOGIES PLC | 831 | 323425 | SHS |
| LINDE PLC | 746 | 318087 | SHS |
| EMERSON ELEC CO | 2390 | 317221 | COM |
| SELECT SECTOR SPDR TR | 2194 | 315936 | STATE STREET TEC |
| TRUIST FINL CORP | 6405 | 315190 | COM |
| UBER TECHNOLOGIES INC | 3849 | 314502 | COM |
| SUN LIFE FINANCIAL INC. | 5000 | 312000 | COM |
| PFIZER INC | 12475 | 310631 | COM |
| DEERE & CO | 661 | 307941 | COM |
| VANGUARD WORLD FD | 1645 | 304391 | UTILITIES ETF |
| MONDELEZ INTL INC | 5561 | 299342 | CL A |
| DELTA AIR LINES INC DEL | 4286 | 297448 | COM NEW |
| GILEAD SCIENCES INC | 2394 | 293840 | COM |
| AMPLIFY ETF TR | 3651 | 293401 | AMPLIFY CYBERSEC |
| JOHNSON CTLS INTL PLC | 2439 | 292070 | SHS |
| VANGUARD INTL EQUITY INDEX F | 2028 | 290673 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 11813 | 287882 | SHT TM US TRES |
| AFLAC INC | 2608 | 287584 | COM |
| ACCENTURE PLC IRELAND | 1051 | 281983 | SHS CLASS A |
| THE CIGNA GROUP | 1023 | 281560 | COM |
| ISHARES TR | 584 | 276407 | RUS 1000 GRW ETF |
| MOODYS CORP | 535 | 273305 | COM |
| AMEREN CORP | 2673 | 266926 | COM |
| VANGUARD SCOTTSDALE FDS | 2681 | 266844 | VNG RUS2000IDX |
| TARGET CORP | 2729 | 266760 | COM |
| KEYCORP | 12800 | 264192 | COM |
| INTERCONTINENTAL EXCHANGE IN | 1624 | 263023 | COM |
| HCA HEALTHCARE INC | 562 | 262375 | COM |
| CINTAS CORP | 1394 | 262170 | COM |
| INVESCO EXCHANGE TRADED FD T | 2267 | 258164 | S&P 500 GARP ETF |
| RIO TINTO PLC | 3200 | 256096 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 6011 | 255843 | CORE FIXED INCOM |
| UNITED PARCEL SERVICE INC | 2563 | 254224 | CL B |
| SCHWAB STRATEGIC TR | 8508 | 253722 | INTERNL DIVID |
| COLGATE PALMOLIVE CO | 3193 | 252284 | COM |
| PNC FINL SVCS GROUP INC | 1202 | 250945 | COM |
| BOOKING HOLDINGS INC | 46 | 246345 | COM |
| TOTALENERGIES SE | 3716 | 243101 | ACT |
| INTERACTIVE BROKERS GROUP IN | 3780 | 243092 | COM CL A |
| PROGRESSIVE CORP | 1062 | 241839 | COM |
| HONEYWELL INTL INC | 1239 | 241717 | COM |
| BOSTON SCIENTIFIC CORP | 2480 | 236468 | COM |
| CONSTELLATION ENERGY CORP | 669 | 236338 | COM |
| US BANCORP DEL | 4403 | 234944 | COM NEW |
| AMERICAN ELEC PWR CO INC | 2034 | 234541 | COM |
| VANGUARD BD INDEX FDS | 4683 | 233401 | VANGUARD ULTRA |
| VANGUARD CHARLOTTE FDS | 4800 | 231943 | TOTAL INT BD ETF |
| INFOSYS LTD | 13000 | 231660 | SPONSORED ADR |
| ISHARES TR | 936 | 230447 | RUSSELL 2000 ETF |
| AMERICAN INTL GROUP INC | 2648 | 226536 | COM NEW |
| MCKESSON CORP | 267 | 219017 | COM |
| BHP GROUP LTD | 3600 | 217332 | SPONSORED ADS |
| ELEVANCE HEALTH INC FORMERLY | 618 | 216640 | COM |
| MAGNA INTL INC | 4055 | 216132 | COM |
| BOEING CO | 989 | 214732 | COM |
| ARCHER DANIELS MIDLAND CO | 3731 | 214495 | COM |
| T-MOBILE US INC | 1053 | 213782 | COM |
| FIFTH THIRD BANCORP | 4503 | 210779 | COM |
| SOUTHERN CO | 2385 | 207972 | COM |
| AMERIPRISE FINL INC | 416 | 203981 | COM |
| CME GROUP INC | 746 | 203718 | COM |
| SANOFI SA | 4200 | 203532 | SPONSORED ADR |
| SHOPIFY INC | 1262 | 203144 | CL A SUB VTG SHS |
| BLACKSTONE INC | 1317 | 203002 | COM |
| AUTOMATIC DATA PROCESSING IN | 786 | 202183 | COM |
| MONOLITHIC PWR SYS INC | 220 | 199399 | COM |
| ILLINOIS TOOL WKS INC | 806 | 198518 | COM |
| ISHARES INC | 3916 | 197641 | MSCI PAC JP ETF |
| AMBEV SA | 80000 | 197600 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 1678 | 197563 | STATE STREET COM |
| DOMINION ENERGY INC | 3342 | 195808 | COM |
| ROSS STORES INC | 1075 | 193651 | COM |
| BANK NEW YORK MELLON CORP | 1661 | 192825 | COM |
| ROYAL CARIBBEAN GROUP | 683 | 190502 | COM |
| PROLOGIS INC. | 1490 | 190213 | COM |
| MARVELL TECHNOLOGY INC | 2224 | 189028 | COM |
| CANADIAN NATL RY CO | 1910 | 188804 | COM |
| ISHARES TR | 1955 | 187766 | MSCI EAFE ETF |
| OLD REP INTL CORP | 4100 | 187124 | COM |
| CSX CORP | 4929 | 178679 | COM |
| VERTEX PHARMACEUTICALS INC | 393 | 178170 | COM |
| MICROCHIP TECHNOLOGY INC. | 2780 | 177112 | COM |
| TOWER SEMICONDUCTOR LTD | 1500 | 176130 | SHS NEW |
| STMICROELECTRONICS N V | 6782 | 175925 | NY REGISTRY |
| MARSH & MCLENNAN COS INC | 946 | 175502 | COM |
| METLIFE INC | 2223 | 175484 | COM |
| NORTHERN TR CORP | 1283 | 175245 | COM |
| ISHARES TR | 1804 | 174772 | S&P MC 400GR ETF |
| PALO ALTO NETWORKS INC | 948 | 174622 | COM |
| TRIMBLE INC | 2219 | 173859 | COM |
| SHERWIN WILLIAMS CO | 529 | 171412 | COM |
| OREILLY AUTOMOTIVE INC | 1873 | 170836 | COM |
| ISHARES TR | 3209 | 169692 | ISHS 1-5YR INVS |
| DOORDASH INC | 749 | 169634 | CL A |
| MOTOROLA SOLUTIONS INC | 440 | 168661 | COM NEW |
| VANGUARD INDEX FDS | 535 | 168418 | LARGE CAP ETF |
| CROWDSTRIKE HLDGS INC | 358 | 167816 | CL A |
| VANECK ETF TRUST | 2303 | 167624 | AGRIBUSINESS ETF |
| INVESCO EXCHANGE TRADED FD T | 872 | 167040 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 635 | 163888 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 1050 | 162876 | STATE STREET IND |
| VANGUARD INDEX FDS | 773 | 161633 | EXTEND MKT ETF |
| IDEXX LABS INC | 238 | 161014 | COM |
| WABTEC | 746 | 159234 | COM |
| CBRE GROUP INC | 986 | 158539 | CL A |
| WESTERN DIGITAL CORP | 911 | 156938 | COM |
| AMERICAN TOWER CORP NEW | 874 | 153448 | COM |
| QUANTA SVCS INC | 362 | 152786 | COM |
| INVESCO EXCH TRADED FD TR II | 2139 | 152785 | S&P500 LOW VOL |
| AON PLC | 425 | 149974 | SHS CL A |
| NEWMONT CORP | 1501 | 149875 | COM |
| IQVIA HLDGS INC | 659 | 148545 | COM |
| ISHARES TR | 1539 | 148121 | RUS MID CAP ETF |
| CENTENE CORP DEL | 3594 | 147893 | COM |
| WELLTOWER INC | 793 | 147189 | COM |
| J P MORGAN EXCHANGE TRADED F | 2860 | 145688 | ULTRA SHT MUNCPL |
| GLOBAL X FDS | 6416 | 145140 | CLOUD COMPUTNG |
| SIMON PPTY GROUP INC NEW | 784 | 145126 | COM |
| VANGUARD STAR FDS | 1908 | 143940 | VG TL INTL STK F |
| CIRRUS LOGIC INC | 1211 | 143504 | COM |
| VALERO ENERGY CORP | 881 | 143418 | COM |
| MSCI INC | 247 | 141711 | COM |
| TE CONNECTIVITY PLC | 622 | 141511 | ORD SHS |
| INTEL CORP | 3824 | 141109 | COM |
| SEMPRA | 1597 | 140999 | COM |
| HILTON WORLDWIDE HLDGS INC | 487 | 139891 | COM |
| NORTHROP GRUMMAN CORP | 244 | 139131 | COM |
| DELL TECHNOLOGIES INC | 1103 | 138886 | CL C |
| BXP INC | 2055 | 138671 | COM |
| L3HARRIS TECHNOLOGIES INC | 471 | 138271 | COM |
| ATMUS FILTRATION TECHNOLOGIE | 2644 | 137250 | COM |
| AUTODESK INC | 460 | 136165 | COM |
| PAYCHEX INC | 1196 | 134167 | COM |
| APPLOVIN CORP | 196 | 132069 | COM CL A |
| MONSTER BEVERAGE CORP NEW | 1706 | 130799 | COM |
| LENNAR CORP | 1269 | 130459 | CL A |
| REPUBLIC SVCS INC | 614 | 130125 | COM |
| SYNOPSYS INC | 277 | 130112 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 1563 | 129729 | CL A |
| CNH INDL N V | 14000 | 129080 | SHS |
| SELECT SECTOR SPDR TR | 1649 | 128100 | STATE STREET CON |
| VANGUARD WORLD FD | 325 | 128024 | CONSUM DIS ETF |
| TRAVELERS COMPANIES INC | 440 | 127626 | COM |
| ISHARES GOLD TR | 1565 | 127031 | ISHARES NEW |
| MERCADOLIBRE INC | 63 | 126898 | COM |
| WISDOMTREE TR | 1426 | 125602 | US LARGECAP DIVD |
| NUTRIEN LTD | 2022 | 124798 | COM |
| ECOLAB INC | 475 | 124697 | COM |
| ISHARES TR | 2675 | 124495 | CORE UNIVRSL USD |
| FEDEX CORP | 430 | 124210 | COM |
| PHILLIPS 66 | 957 | 123491 | COM |
| DIMENSIONAL ETF TRUST | 1748 | 121783 | US SMALL CAP ETF |
| ALLSTATE CORP | 583 | 121351 | COM |
| KROGER CO | 1937 | 121024 | COM |
| CHIPOTLE MEXICAN GRILL INC | 3267 | 120879 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 435 | 119795 | ORD SHS |
| PRUDENTIAL FINL INC | 1050 | 118524 | COM |
| OWENS CORNING NEW | 1055 | 118065 | COM |
| INVESCO ACTIVELY MANAGED EXC | 1306 | 117970 | ACTIVE US REAL |
| LAUDER ESTEE COS INC | 1124 | 117705 | CL A |
| HOWMET AEROSPACE INC | 573 | 117476 | COM |
| CARRIER GLOBAL CORPORATION | 2221 | 117360 | COM |
| GENERAL MTRS CO | 1436 | 116776 | COM |
| NIKE INC | 1818 | 115825 | CL B |
| EXTRA SPACE STORAGE INC | 884 | 115114 | COM |
| WILLIAMS COS INC | 1869 | 112346 | COM |
| ISHARES TR | 1324 | 112063 | CORE MSCI TOTAL |
| REDDIT INC | 487 | 111947 | CL A |
| REGENERON PHARMACEUTICALS | 145 | 111921 | COM |
| DATADOG INC | 823 | 111920 | CL A COM |
| GARTNER INC | 442 | 111508 | COM |
| OTIS WORLDWIDE CORP | 1260 | 110071 | COM |
| AIR PRODS & CHEMS INC | 445 | 109924 | COM |
| CADENCE DESIGN SYSTEM INC | 349 | 109090 | COM |
| ROPER TECHNOLOGIES INC | 245 | 109057 | COM |
| PACCAR INC | 995 | 108962 | COM |
| ISHARES TR | 885 | 107638 | CORE HIGH DV ETF |
| HEICO CORP NEW | 422 | 106525 | CL A |
| LULULEMON ATHLETICA INC | 511 | 106191 | COM |
| DOLLAR GEN CORP NEW | 793 | 105287 | COM |
| AMETEK INC | 512 | 105119 | COM |
| VANGUARD INDEX FDS | 360 | 104557 | MID CAP ETF |
| CORNING INC | 1189 | 104109 | COM |
| SLB LIMITED | 2699 | 103588 | COM STK |
| ENTERGY CORP NEW | 1117 | 103244 | COM |
| CANADIAN PACIFIC KANSAS CITY | 1402 | 103229 | COM |
| APOLLO GLOBAL MGMT INC | 700 | 101332 | COM |
| ROCKWELL AUTOMATION INC | 260 | 101158 | COM |
| ISHARES TR | 4565 | 100750 | IBONDS DEC 2030 |
| FIDELITY COVINGTON TRUST | 443 | 99529 | MSCI INFO TECH I |
| PRINCIPAL FINANCIAL GROUP IN | 1128 | 99501 | COM |
| AGILENT TECHNOLOGIES INC | 730 | 99331 | COM |
| FS SPECIALTY LENDING FD | 7023 | 99305 | COM SH BEN INT |
| MONGODB INC | 235 | 98627 | CL A |
| EVERSOURCE ENERGY | 1458 | 98167 | COM |
| SILICON MOTION TECHNOLOGY CO | 1054 | 97706 | SPONSORED ADR |
| NETEASE INC | 700 | 96334 | SPONSORED ADS |
| DIAGEO PLC | 1111 | 95846 | SPON ADR NEW |
| VULCAN MATLS CO | 334 | 95263 | COM |
| QUALYS INC | 715 | 95024 | COM |
| TEXAS INSTRS INC | 542 | 94032 | COM |
| OLD DOMINION FREIGHT LINE IN | 594 | 93139 | COM |
| PRICE T ROWE GROUP INC | 896 | 91732 | COM |
| AMERICAN CENTY ETF TR | 2170 | 90973 | AVANTIS CORE FI |
| RAYMOND JAMES FINL INC | 566 | 90894 | COM |
| FLEXSHARES TR | 2221 | 90472 | HIG YLD VL ETF |
| INVESCO EXCHANGE TRADED FD T | 1200 | 90060 | S&P500 QUALITY |
| MARRIOTT INTL INC NEW | 290 | 89970 | CL A |
| KKR & CO INC | 705 | 89873 | COM |
| ENERGY TRANSFER L P | 5435 | 89619 | COM UT LTD PTN |
| SYSCO CORP | 1210 | 89136 | COM |
| TEXAS PACIFIC LAND CORPORATI | 309 | 88751 | COM |
| SELECT SECTOR SPDR TR | 1982 | 88615 | STATE STREET ENE |
| INGERSOLL RAND INC | 1100 | 87142 | COM |
| MOSAIC CO NEW | 3600 | 86724 | COM |
| EDWARDS LIFESCIENCES CORP | 1016 | 86614 | COM |
| COMERICA INC | 995 | 86495 | COM |
| EMCOR GROUP INC | 141 | 86262 | COM |
| AERCAP HOLDINGS NV | 596 | 85681 | SHS |
| AAON INC | 1123 | 85629 | COM PAR $0.004 |
| CMS ENERGY CORP | 1223 | 85524 | COM |
| ISHARES TR | 700 | 84854 | GBL COMM SVC ETF |
| DOW INC | 3615 | 84519 | COM |
| VERALTO CORP | 847 | 84514 | COM SHS |
| UNUM GROUP | 1090 | 84475 | COM |
| ISHARES TR | 594 | 84045 | MSCI ACWI ETF |
| CLOUDFLARE INC | 426 | 83986 | CL A COM |
| CLOROX CO DEL | 831 | 83790 | COM |
| FACTSET RESH SYS INC | 288 | 83575 | COM |
| KRAFT HEINZ CO | 3423 | 83014 | COM |
| ISHARES TR | 3147 | 82660 | IBONDS DEC 2034 |
| ALBEMARLE CORP | 580 | 82035 | COM |
| BIOGEN INC | 464 | 81659 | COM |
| CITIZENS FINL GROUP INC | 1397 | 81599 | COM |
| ISHARES TR | 1354 | 80809 | SELECT US REIT |
| EQUIFAX INC | 371 | 80500 | COM |
| ARCH CAP GROUP LTD | 836 | 80189 | ORD |
| TERADYNE INC | 412 | 79747 | COM |
| ISHARES TR | 1085 | 79433 | CORE MSCI PAC |
| ONEOK INC NEW | 1080 | 79380 | COM |
| CARNIVAL CORP | 2597 | 79312 | UNIT 99/99/9999 |
| VANGUARD INTL EQUITY INDEX F | 936 | 78259 | FTSE EUROPE ETF |
| FORD MTR CO | 5945 | 77993 | COM |
| ALIGN TECHNOLOGY INC | 499 | 77919 | COM |
| EXPEDIA GROUP INC | 275 | 77910 | COM NEW |
| MARTIN MARIETTA MATLS INC | 125 | 77833 | COM |
| EBAY INC. | 887 | 77254 | COM |
| RELX PLC | 1910 | 77202 | SPONSORED ADR |
| NORFOLK SOUTHN CORP | 267 | 77088 | COM |
| SCHWAB STRATEGIC TR | 1687 | 76807 | INTL SCEQT ETF |
| KENVUE INC | 4448 | 76728 | COM |
| MOLINA HEALTHCARE INC | 441 | 76531 | COM |
| ULTA BEAUTY INC | 126 | 76231 | COM |
| ECHOSTAR CORP | 701 | 76199 | CL A |
| JABIL INC | 333 | 75931 | COM |
| UNITED AIRLS HLDGS INC | 678 | 75814 | COM |
| TETRA TECH INC NEW | 2235 | 74962 | COM |
| VANGUARD WORLD FD | 560 | 74754 | FINANCIALS ETF |
| DIAMONDBACK ENERGY INC | 496 | 74510 | COM |
| PULTE GROUP INC | 635 | 74460 | COM |
| OCCIDENTAL PETE CORP | 1792 | 73687 | COM |
| CORTEVA INC | 1096 | 73465 | COM |
| INCYTE CORP | 729 | 72003 | COM |
| FREEPORT-MCMORAN INC | 1417 | 71969 | CL B |
| STATE STR CORP | 555 | 71601 | COM |
| FASTENAL CO | 1766 | 70870 | COM |
| INSULET CORP | 249 | 70776 | COM |
| URANIUM ENERGY CORP | 6000 | 70080 | COM |
| ELECTRONIC ARTS INC | 340 | 69472 | COM |
| EXELON CORP | 1592 | 69395 | COM |
| NUCOR CORP | 424 | 69159 | COM |
| CENCORA INC | 203 | 68563 | COM |
| NXP SEMICONDUCTORS N V | 315 | 68374 | COM |
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