Evanson Asset Management, 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, Evanson Asset Management, LLC held in its portfolio 321 assets valued at $1,853,318,302 (i.e. $1.85B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($158.45M), VANGUARD INSTL INDEX FD ($143.63M), and SPROTT ASSET MANAGEMENT LP ($134.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 321 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Evanson Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4002215 | 158447680 | US CORE EQUITY 2 |
| VANGUARD INSTL INDEX FD | 1904118 | 143627605 | 0-3 MO TREAS BIL |
| SPROTT ASSET MANAGEMENT LP | 4080010 | 134721938 | PHYSICAL GOLD TR |
| DIMENSIONAL ETF TRUST | 1162402 | 80984531 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 2303524 | 75394334 | WORLD EX US CORE |
| APPLE INC | 265278 | 72118468 | COM |
| DIMENSIONAL ETF TRUST | 950482 | 70497244 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 1386778 | 69200206 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 1083707 | 64523936 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 1333124 | 62110239 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 162929 | 54625331 | TOTAL STK MKT |
| ALPHABET INC | 169393 | 53020029 | CAP STK CL A |
| ALPHABET INC | 147959 | 46429552 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 1336151 | 44012816 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 1142904 | 43430364 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 1027169 | 33783586 | US SMALL CAP VAL |
| VANGUARD INDEX FDS | 48228 | 30245527 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 799589 | 27553830 | INTL CORE EQUITY |
| LISTED FDS TR | 38073 | 25131400 | ROUNDHILL BALL |
| DIMENSIONAL ETF TRUST | 603362 | 22994138 | INTL CORE EQT MK |
| VANGUARD INTL EQUITY INDEX F | 137031 | 19329650 | TT WRLD ST ETF |
| DIMENSIONAL ETF TRUST | 579153 | 19158385 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 551175 | 18596649 | EMERGING MKTS VA |
| DIMENSIONAL ETF TRUST | 527946 | 18061036 | US LARGE CAP VAL |
| VANGUARD MUN BD FDS | 299536 | 15063684 | TAX EXEMPT BD |
| SPDR S&P 500 ETF TR | 21521 | 14675927 | TR UNIT |
| MICROSOFT CORP | 28132 | 13605393 | COM |
| DIMENSIONAL ETF TRUST | 450854 | 11911562 | GLOBAL REAL EST |
| NVIDIA CORPORATION | 57952 | 10808047 | COM |
| BERKSHIRE HATHAWAY INC DEL | 20284 | 10195669 | CL B NEW |
| ISHARES TR | 77871 | 8855482 | SP SMCP600VL ETF |
| ALARM COM HLDGS INC | 168914 | 8617992 | COM |
| VANGUARD WHITEHALL FDS | 57579 | 8263747 | HIGH DIV YLD |
| WISDOMTREE TR | 79658 | 8110770 | US HIGH DIVIDEND |
| AMAZON COM INC | 33620 | 7760175 | COM |
| ISHARES TR | 20528 | 7665828 | RUS 1000 ETF |
| CISCO SYS INC | 92447 | 7121182 | COM |
| WISDOMTREE TR | 83604 | 6772755 | INTL SMCAP DIV |
| DIMENSIONAL ETF TRUST | 84719 | 6267536 | WORLD EQUITY ETF |
| ISHARES SILVER TR | 96844 | 6238690 | ISHARES |
| VANGUARD STAR FDS | 82370 | 6213999 | VG TL INTL STK F |
| EA SERIES TRUST | 232232 | 5411006 | EA BRIDGEWAY OMN |
| SELECT SECTOR SPDR TR | 36584 | 5266963 | STATE STREET TEC |
| ACCENTURE PLC IRELAND | 18415 | 4940840 | SHS CLASS A |
| AMERICAN CENTY ETF TR | 59523 | 4766523 | AVANTIS ALL EQT |
| ISHARES TR | 9778 | 4627761 | RUS 1000 GRW ETF |
| VANGUARD SPECIALIZED FUNDS | 20029 | 4402057 | DIV APP ETF |
| VANGUARD INDEX FDS | 48580 | 4298845 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 16165 | 4169802 | SMALL CP ETF |
| VANGUARD TAX-MANAGED FDS | 63956 | 3995348 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 79596 | 3967066 | VANGUARD ULTRA |
| VANGUARD INDEX FDS | 12592 | 3964037 | LARGE CAP ETF |
| SPDR SERIES TRUST | 67597 | 3866707 | STATE STREET SPD |
| WISDOMTREE TR | 74657 | 3852619 | ITL HIGH DIV FD |
| VANGUARD INDEX FDS | 19568 | 3737346 | VALUE ETF |
| TESLA INC | 8230 | 3701090 | COM |
| DIMENSIONAL ETF TRUST | 160324 | 3671613 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 113404 | 3590933 | INTL HIGH PROFIT |
| VANGUARD INTL EQUITY INDEX F | 24656 | 3533966 | FTSE SMCAP ETF |
| ISHARES TR | 39034 | 3491964 | CORE MSCI EAFE |
| ISHARES TR | 5034 | 3447996 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 46293 | 3405320 | ALLWRLD EX US |
| DIMENSIONAL ETF TRUST | 88813 | 3377567 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 15818 | 3350028 | SM CP VAL ETF |
| ISHARES TR | 34637 | 3326221 | MSCI EAFE ETF |
| WISDOMTREE TR | 98046 | 3279654 | US SMALLCAP DIVD |
| ISHARES TR | 14233 | 2993738 | RUS 1000 VAL ETF |
| DIMENSIONAL ETF TRUST | 91730 | 2987649 | EMGR CRE EQT MNG |
| VANGUARD WHITEHALL FDS | 31741 | 2856696 | INTL HIGH ETF |
| VANGUARD INTL EQUITY INDEX F | 51724 | 2780661 | FTSE EMR MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 30207 | 2730678 | FTSE PACIFIC ETF |
| ADVANCED MICRO DEVICES INC | 12630 | 2704841 | COM |
| JOHNSON & JOHNSON | 12991 | 2688389 | COM |
| ISHARES TR | 21423 | 2640549 | S&P 500 GRWT ETF |
| VANGUARD BD INDEX FDS | 33369 | 2629835 | SHORT TRM BOND |
| CHEVRON CORP NEW | 17208 | 2622691 | COM |
| VANGUARD WELLINGTON FD | 25468 | 2586870 | SHORT TRM TAX EX |
| VANGUARD INTL EQUITY INDEX F | 30293 | 2532836 | FTSE EUROPE ETF |
| AMERICAN CENTY ETF TR | 24788 | 2527847 | US SML CP VALU |
| ISHARES TR | 20850 | 2505786 | CORE S&P SCP ETF |
| EXXON MOBIL CORP | 20688 | 2489651 | COM |
| ONEOK INC NEW | 33348 | 2451062 | COM |
| VANGUARD INDEX FDS | 4833 | 2357636 | GROWTH ETF |
| VANGUARD WORLD FD | 3082 | 2323294 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 47782 | 2301652 | NATL MUN BD ETF |
| ISHARES TR | 14253 | 2247777 | MICRO-CAP ETF |
| INVESCO EXCH TRADED FD TR II | 8257 | 2088374 | NASDAQ 100 ETF |
| ISHARES TR | 14074 | 1986409 | SELECT DIVID ETF |
| AMERICAN CENTY ETF TR | 17222 | 1925115 | US EQT ETF |
| VANGUARD BD INDEX FDS | 25761 | 1908087 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 22641 | 1863845 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 68660 | 1847634 | US LRG CAP ETF |
| VANGUARD WORLD FD | 13787 | 1840390 | FINANCIALS ETF |
| AMERICAN CENTY ETF TR | 19585 | 1840375 | INTL SMCP VLU |
| SCHWAB STRATEGIC TR | 75977 | 1826497 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 66554 | 1825586 | US DIVIDEND EQ |
| VANGUARD WORLD FD | 13820 | 1740206 | ENERGY ETF |
| ISHARES TR | 18419 | 1729400 | U.S. REAL ES ETF |
| VANGUARD WORLD FD | 4381 | 1725600 | CONSUM DIS ETF |
| ENTERPRISE PRODS PARTNERS L | 52352 | 1678409 | COM |
| DIMENSIONAL ETF TRUST | 38429 | 1635534 | CORE FIXED INCOM |
| ISHARES TR | 20964 | 1625374 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 24278 | 1579776 | DIMENSIONAL INTL |
| VANGUARD MALVERN FDS | 31677 | 1566750 | STRM INFPROIDX |
| ADOBE INC | 4388 | 1535860 | COM |
| JPMORGAN CHASE & CO. | 4699 | 1514253 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| AMERICAN EXPRESS CO | 3990 | 1476136 | COM |
| BLOCK INC | 22500 | 1464525 | CL A |
| MASTERCARD INCORPORATED | 2513 | 1434777 | CL A |
| VANGUARD BD INDEX FDS | 18054 | 1406083 | INTERMED TERM |
| APPFOLIO INC | 6000 | 1395900 | COM CL A |
| ISHARES INC | 20500 | 1378005 | CORE MSCI EMKT |
| RUNWAY GROWTH FINANCE CORP | 150467 | 1343670 | COM |
| PROCTER AND GAMBLE CO | 9360 | 1341349 | COM |
| ISHARES TR | 24135 | 1320399 | MSCI EMG MKT ETF |
| DIMENSIONAL ETF TRUST | 40839 | 1317053 | EMERGING MKTS HI |
| DIMENSIONAL ETF TRUST | 27361 | 1280477 | US CORE EQT MKT |
| VANGUARD SCOTTSDALE FDS | 16050 | 1279703 | SHRT TRM CORP BD |
| SELECT SECTOR SPDR TR | 8204 | 1272578 | STATE STREET IND |
| SPDR S&P MIDCAP 400 ETF TR | 2071 | 1249658 | UTSER1 S&PDCRP |
| ISHARES TR | 4973 | 1224264 | RUSSELL 2000 ETF |
| WISDOMTREE TR | 21054 | 1205114 | EMG MKTS SMCAP |
| WISDOMTREE TR | 25570 | 1194365 | EMER MKT HIGH FD |
| ISHARES TR | 16684 | 1191374 | EAFE VALUE ETF |
| SPROTT ASSET MANAGEMENT LP | 50300 | 1189595 | PHYSICAL SILVER |
| ISHARES TR | 6425 | 1164185 | RUS 2000 VAL ETF |
| ISHARES TR | 14024 | 1161432 | 1 3 YR TREAS BD |
| INTUIT | 1730 | 1145987 | COM |
| CAMBRIA ETF TR | 16483 | 1145898 | SHSHLD YIELD ETF |
| SCHWAB STRATEGIC TR | 44984 | 1096255 | SHT TM US TRES |
| ISHARES S&P GSCI COMMODITY- | 47347 | 1091822 | UNIT BEN INT |
| VANGUARD INDEX FDS | 3747 | 1087575 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 32428 | 1063646 | 1000 INDEX ETF |
| SCHWAB STRATEGIC TR | 40281 | 1056581 | US BRD MKT ETF |
| ISHARES TR | 15827 | 1044606 | CORE S&P MCP ETF |
| AMERICAN CENTY ETF TR | 17653 | 1036923 | AVANTIS US SMALL |
| ISHARES TR | 4818 | 1021835 | S&P 500 VAL ETF |
| ABBVIE INC | 4320 | 987077 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3234 | 982780 | SPONSORED ADS |
| ORACLE CORP | 4967 | 968096 | COM |
| CROWDSTRIKE HLDGS INC | 2058 | 964765 | CL A |
| BETA BIONICS INC | 31272 | 952858 | COM |
| ISHARES TR | 21360 | 951384 | GNMA BOND ETF |
| ISHARES TR | 6256 | 930205 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 28193 | 919654 | US LCAP GR ETF |
| VANGUARD INTL EQUITY INDEX F | 20015 | 917474 | GLB EX US ETF |
| DIMENSIONAL ETF TRUST | 12208 | 898857 | US CORE EQUITY 1 |
| ISHARES TR | 14755 | 880454 | SELECT US REIT |
| DIMENSIONAL ETF TRUST | 14112 | 843593 | DIMENSIONAL US |
| AMERICAN CENTY ETF TR | 12050 | 841225 | AVANTIS INTL SML |
| MCDONALDS CORP | 2713 | 829237 | COM |
| WORKDAY INC | 3783 | 812513 | CL A |
| ISHARES TR | 8087 | 811737 | 0-3 MNTH TREASRY |
| AMERICAN CENTY ETF TR | 11385 | 810952 | INTERNATIONAL LR |
| ENBRIDGE INC | 16908 | 808710 | COM |
| PHILIP MORRIS INTL INC | 4985 | 799594 | COM |
| WISDOMTREE TR | 11627 | 765637 | TRUE DEVELOPED I |
| INTERNATIONAL BUSINESS MACHS | 2582 | 764818 | COM |
| SELECT SECTOR SPDR TR | 9675 | 751528 | STATE STREET CON |
| SCHWAB STRATEGIC TR | 27490 | 747991 | FUNDAMENTAL US L |
| ALIBABA GROUP HLDG LTD | 5080 | 744626 | SPONSORED ADS |
| ELI LILLY & CO | 691 | 742604 | COM |
| COSTCO WHSL CORP NEW | 845 | 728848 | COM |
| SCHWAB STRATEGIC TR | 16052 | 725719 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 3448 | 721046 | EXTEND MKT ETF |
| CATERPILLAR INC | 1250 | 716088 | COM |
| VISA INC | 2029 | 711592 | COM CL A |
| NETFLIX INC | 7401 | 693918 | COM |
| AGNICO EAGLE MINES LTD | 4048 | 686257 | COM |
| ISHARES TR | 11282 | 677710 | MSCI CHINA ETF |
| ENERGY TRANSFER L P | 40461 | 667200 | COM UT LTD PTN |
| OKTA INC | 7337 | 634430 | CL A |
| SERVICENOW INC | 4133 | 633186 | COM |
| UNITEDHEALTH GROUP INC | 1909 | 630169 | COM |
| ISHARES BITCOIN TRUST ETF | 12587 | 624926 | SHS BEN INT |
| ZETA GLOBAL HOLDINGS CORP | 30612 | 622954 | CL A |
| QUALCOMM INC | 3571 | 610859 | COM |
| VANGUARD SCOTTSDALE FDS | 7225 | 605088 | INT-TERM CORP |
| SELECT SECTOR SPDR TR | 13788 | 588626 | STATE STREET UTI |
| ISHARES TR | 12255 | 587540 | US HLTHCR PR ETF |
| SCHWAB STRATEGIC TR | 20398 | 580948 | US SML CAP ETF |
| VEEVA SYS INC | 2599 | 580202 | CL A COM |
| ISHARES TR | 3425 | 567838 | DOW JONES US ETF |
| UNION PAC CORP | 2427 | 561414 | COM |
| VANGUARD WORLD FD | 2982 | 551789 | UTILITIES ETF |
| HOME DEPOT INC | 1596 | 549189 | COM |
| DBX ETF TR | 11341 | 545628 | XTRACK MSCI EAFE |
| SONOCO PRODS CO | 2927 | 541817 | COM |
| AMGEN INC | 1649 | 539769 | COM |
| PALANTIR TECHNOLOGIES INC | 3021 | 536983 | CL A |
| AMERICAN CENTY ETF TR | 6892 | 530811 | AVANTIS EMGMKT |
| ISHARES TR | 3699 | 521770 | RUS MDCP VAL ETF |
| BOEING CO | 2389 | 518760 | COM |
| ISHARES TR | 4772 | 517126 | U.S. UTILITS ETF |
| ABBOTT LABS | 4114 | 515461 | COM |
| STATE STR CORP | 3975 | 512815 | COM |
| WALMART INC | 4576 | 509832 | COM |
| ALAMOS GOLD INC NEW | 13200 | 509256 | COM CL A |
| WISDOMTREE TR | 9385 | 484268 | US MIDCAP DIVID |
| CRYOPORT INC | 50000 | 480000 | COM PAR $0.001 |
| GRANITESHARES GOLD TR | 11083 | 470917 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 14245 | 466511 | EMRG MKTEQ ETF |
| AT&T INC | 18675 | 463897 | COM |
| BITWISE BITCOIN ETF TR | 9738 | 463139 | SHS BEN INT |
| DESTINY TECH100 INC | 15000 | 459450 | COM SHS |
| APPIAN CORP | 12943 | 458441 | CL A |
| TJX COS INC NEW | 2983 | 458227 | COM |
| CORCEPT THERAPEUTICS INC | 13166 | 458177 | COM |
| VANGUARD INDEX FDS | 2580 | 457596 | MCAP VL IDXVIP |
| SPDR INDEX SHS FDS | 10235 | 454536 | PORTFOLIO DEVLPD |
| GROUP 1 AUTOMOTIVE INC | 1150 | 452295 | COM |
| ASML HOLDING N V | 419 | 448271 | N Y REGISTRY SHS |
| ISHARES TR | 4048 | 433558 | NATIONAL MUN ETF |
| INVESCO ACTVELY MNGD ETC FD | 32595 | 431878 | OPTIMUM YIELD |
| HUBSPOT INC | 1067 | 428187 | COM |
| LISTED FDS TR | 9574 | 425651 | HORIZON KINETICS |
| INTEL CORP | 11526 | 425301 | COM |
| KINDER MORGAN INC DEL | 15349 | 421953 | COM |
| VANGUARD MUN BD FDS | 5572 | 421076 | CORE TAX EXEMPT |
| VANECK ETF TRUST | 1160 | 417689 | SEMICONDUCTR ETF |
| ISHARES TR | 3714 | 408226 | TIPS BD ETF |
| BLACKLINE INC | 7350 | 406382 | COM |
| ISHARES TR | 4740 | 401194 | CORE MSCI TOTAL |
| ISHARES TR | 3482 | 396683 | EAFE GRWTH ETF |
| MERCK & CO INC | 3757 | 395494 | COM |
| WILLIS TOWERS WATSON PLC LTD | 1195 | 392677 | SHS |
| AUTOMATIC DATA PROCESSING IN | 1511 | 388675 | COM |
| ESSENT GROUP LTD | 5934 | 385769 | COM |
| ARK ETF TR | 8000 | 381040 | BLOCKCHAIN & FIN |
| WELLTOWER INC | 2010 | 373057 | COM |
| ISHARES TR | 5217 | 370303 | CORE MSCI EURO |
| INVESCO EXCH TRD SLF IDX FD | 17677 | 364143 | INVSCO BLSH 28 |
| PARKER-HANNIFIN CORP | 414 | 363889 | COM |
| VANGUARD INDEX FDS | 1200 | 362659 | SML CP GRW ETF |
| ISHARES TR | 8522 | 352490 | HDG MSCI EAFE |
| VANGUARD CHARLOTTE FDS | 7180 | 346935 | TOTAL INT BD ETF |
| COMMVAULT SYS INC | 2761 | 346119 | COM |
| NEXTERA ENERGY INC | 4282 | 343777 | COM |
| THERMO FISHER SCIENTIFIC INC | 591 | 342455 | COM |
| PAYPAL HLDGS INC | 5857 | 341905 | COM |
| PROFESIONALLY MANAGED PORTFO | 5208 | 341176 | AKRE FOCUS ETF |
| PIMCO ETF TR | 6306 | 338380 | 1-5 US TIP IDX |
| SCHWAB STRATEGIC TR | 11030 | 326610 | US LCAP VA ETF |
| DISNEY WALT CO | 2866 | 326059 | COM |
| SLB LIMITED | 8464 | 324848 | COM STK |
| DIMENSIONAL ETF TRUST | 6413 | 324832 | ULTRASHORT FIXED |
| PFIZER INC | 13025 | 324311 | COM |
| ISHARES TR | 3100 | 322524 | MORNINGSTAR GRWT |
| OKLO INC | 4488 | 322059 | COM CL A |
| ISHARES INC | 4978 | 318791 | MSCI EMERG MRKT |
| BANK AMERICA CORP | 251 | 314252 | 7.25%CNV PFD L |
| GLOBAL X FDS | 6113 | 310907 | ARTIFICIAL ETF |
| VANGUARD WORLD FD | 1064 | 306360 | HEALTH CAR ETF |
| SELECT SECTOR SPDR TR | 6835 | 305588 | STATE STREET ENE |
| ISHARES TR | 5990 | 304629 | FLTG RATE NT ETF |
| SALESFORCE INC | 1147 | 303959 | COM |
| WELLS FARGO CO NEW | 250 | 303000 | PERP PFD CNV A |
| AMERICAN CENTY ETF TR | 4073 | 302454 | AVANTIS RESPONSI |
| ALTRIA GROUP INC | 5207 | 300252 | COM |
| VANGUARD SCOTTSDALE FDS | 2462 | 299749 | VNG RUS1000GRW |
| GENERAL DYNAMICS CORP | 878 | 295587 | COM |
| INVESCO EXCHANGE TRADED FD T | 6021 | 294066 | BLOOMBERG MVP MU |
| AMERICAN CENTY ETF TR | 6215 | 292648 | AVANTIS SHFXDINC |
| PNC FINL SVCS GROUP INC | 1401 | 292431 | COM |
| SPDR INDEX SHS FDS | 6467 | 291131 | DJ GLB RL ES ETF |
| SELECT SECTOR SPDR TR | 6383 | 289448 | STATE STREET MAT |
| ISHARES TR | 5435 | 287401 | ISHS 1-5YR INVS |
| SPOTIFY TECHNOLOGY S A | 494 | 286871 | SHS |
| CENTRAL SECS CORP | 5653 | 286664 | COM |
| INTUITIVE SURGICAL INC | 503 | 284879 | COM NEW |
| SCHWAB STRATEGIC TR | 11345 | 284525 | INT-TRM U.S TRES |
| LOWES COS INC | 1176 | 283515 | COM |
| WISDOMTREE TR | 9565 | 278724 | ARTIFICIAL INTEL |
| ISHARES TR | 716 | 276985 | RUSSELL 3000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 12452 | 273937 | INVSCO 28 HYCORP |
| STRATEGY INC | 1803 | 273899 | CL A NEW |
| ISHARES TR | 11556 | 273600 | IBONDS 28 TR HI |
| ISHARES TR | 10729 | 273098 | IBDS DEC28 ETF |
| CAPITAL GROUP DIVIDEND VALUE | 6258 | 273082 | SHS CREATION UNI |
| ISHARES TR | 5016 | 270251 | ISHS 5-10YR INVT |
| VANGUARD INDEX FDS | 934 | 260586 | MCAP GR IDXVIP |
| AMERICAN CENTY ETF TR | 3411 | 258436 | US LARGE CAP VLU |
| VERIZON COMMUNICATIONS INC | 6290 | 256178 | COM |
| AMERICAN CENTY ETF TR | 5875 | 255749 | REAL ESTATE ETF |
| INVESCO EXCHANGE TRADED FD T | 4455 | 254559 | S&P SMCP VLU MNT |
| ISHARES TR | 4672 | 249999 | NEW YORK MUN ETF |
| CONOCOPHILLIPS | 2668 | 249751 | COM |
| D-WAVE QUANTUM INC | 9484 | 248007 | COM |
| NEWMONT CORP | 2449 | 244483 | COM |
| SOUTHERN CO | 2779 | 242329 | COM |
| MERCADOLIBRE INC | 120 | 241711 | COM |
| BOOKING HOLDINGS INC | 45 | 241274 | COM |
| ISHARES TR | 3000 | 239520 | MRGSTR MD CP GRW |
| NORFOLK SOUTHN CORP | 829 | 239250 | COM |
| FEDEX CORP | 828 | 239176 | COM |
| ISHARES TR | 1196 | 238864 | U.S. TECH ETF |
| SCHWAB STRATEGIC TR | 5245 | 238786 | INTL SCEQT ETF |
| ISHARES TR | 2500 | 235950 | MORNINGSTR US EQ |
| COLGATE PALMOLIVE CO | 2968 | 234547 | COM |
| AMERICAN ELEC PWR CO INC | 1995 | 230043 | COM |
| ISHARES TR | 2241 | 229456 | 0-5 YR TIPS ETF |
| VANGUARD SCOTTSDALE FDS | 3888 | 228332 | SHORT TERM TREAS |
| ISHARES TR | 5779 | 227968 | INTL SEL DIV ETF |
| ISHARES TR | 1662 | 227594 | RUS MD CP GR ETF |
| MONGODB INC | 537 | 225374 | CL A |
| DEERE & CO | 481 | 223824 | COM |
| FREEPORT-MCMORAN INC | 4400 | 223476 | CL B |
| CONSOLIDATED EDISON INC | 2200 | 218504 | COM |
| BROOKFIELD CORP | 4741 | 217564 | CL A LTD VT SH |
| GOLDMAN SACHS GROUP INC | 246 | 216234 | COM |
| SPROTT ETF TRUST | 3082 | 214600 | GOLD MINERS ETF |
| COMPASS INC | 19500 | 206115 | CL A |
| PERPETUA RESOURCES CORP | 8300 | 200943 | COM |
| PALO ALTO NETWORKS INC | 1090 | 200778 | COM |
| AMERICAN AIRLS GROUP INC | 11146 | 170861 | COM |
| KIMBELL RTY PARTNERS LP | 11948 | 140503 | UNIT |
| PITNEY BOWES INC | 11237 | 118777 | COM |
| PUTNAM ETF TRUST | 13472 | 105285 | FRANKLIN MUNI |
| REDWOOD TRUST INC | 14000 | 77420 | COM |
| BARK INC | 10000 | 6025 | COM |
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