Forum Financial Management, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Forum Financial Management, LP held in its portfolio 500 assets valued at $7,686,909,297 (i.e. $7.69B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($1.63B), ISHARES TR ($864.22M), and DIMENSIONAL ETF TRUST ($607.75M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Forum Financial Management, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 41068700 | 1625909843 | US CORE EQUITY 2 |
| ISHARES TR | 8500234 | 864218824 | 10-20 YR TRS ETF |
| DIMENSIONAL ETF TRUST | 10207476 | 607753121 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 17585374 | 581724182 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 16536165 | 569836249 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 16638902 | 439599779 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 6260951 | 338529645 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 8017707 | 304913407 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 5821654 | 221222835 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 6269840 | 198534494 | INTL HIGH PROFIT |
| AMGEN INC | 350762 | 114807868 | COM |
| DIMENSIONAL ETF TRUST | 1196915 | 88775170 | US EQUITY MARKET |
| APPLE INC | 325788 | 88568831 | COM |
| VANGUARD MUN BD FDS | 1301171 | 65435911 | TAX EXEMPT BD |
| VANECK ETF TRUST | 1252071 | 64005883 | HIGH YLD MUNIETF |
| DIMENSIONAL ETF TRUST | 1190941 | 55485961 | US MKTWIDE VALUE |
| ALPHABET INC | 149710 | 46978957 | CAP STK CL C |
| MICROSOFT CORP | 92945 | 44949827 | COM |
| ALPHABET INC | 141036 | 44144162 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 743010 | 41459953 | LONG TERM TREAS |
| DIMENSIONAL ETF TRUST | 1156857 | 38106869 | INTL SMALL CAP E |
| DIMENSIONAL ETF TRUST | 1093036 | 35775063 | WORLD EX US CORE |
| NVIDIA CORPORATION | 162573 | 30319857 | COM |
| AMAZON COM INC | 127950 | 29533377 | COM |
| JPMORGAN CHASE & CO. | 84993 | 27386315 | COM |
| PALANTIR TECHNOLOGIES INC | 153755 | 27329902 | CL A |
| META PLATFORMS INC | 38673 | 25527933 | CL A |
| VANGUARD INDEX FDS | 58057 | 19464626 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 382857 | 19104580 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 439653 | 19094112 | US SUSTAINABILTY |
| ABBVIE INC | 72626 | 16594423 | COM |
| DIMENSIONAL ETF TRUST | 395289 | 16396576 | EMERGING MARKETS |
| EA SERIES TRUST | 656352 | 15293004 | EA BRIDGEWAY OMN |
| MANAGER DIRECTED PORTFOLIOS | 1310370 | 13627851 | VERT GLB SUST RE |
| BROADCOM INC | 35710 | 12359196 | COM |
| DIMENSIONAL ETF TRUST | 285878 | 12248451 | INTERNATIONAL |
| EXXON MOBIL CORP | 95236 | 11460758 | COM |
| ONEOK INC NEW | 154564 | 11360478 | COM |
| SPDR S&P 500 ETF TR | 16603 | 11322363 | TR UNIT |
| DIMENSIONAL ETF TRUST | 148562 | 10350285 | US SMALL CAP ETF |
| TESLA INC | 20892 | 9395612 | COM |
| ELI LILLY & CO | 8666 | 9312640 | COM |
| DIMENSIONAL ETF TRUST | 400711 | 9176762 | US REAL ESTATE E |
| WALMART INC | 73969 | 8240933 | COM |
| ABBOTT LABS | 64237 | 8048197 | COM |
| VANGUARD INDEX FDS | 12251 | 7682660 | S&P 500 ETF SHS |
| JOHNSON & JOHNSON | 35434 | 7333227 | COM |
| ENERGY TRANSFER L P | 430948 | 7106340 | COM UT LTD PTN |
| DEERE & CO | 14993 | 6980396 | COM |
| DIMENSIONAL ETF TRUST | 164063 | 6817657 | INFLATION PROTE |
| BANK AMERICA CORP | 121908 | 6704959 | COM |
| VANECK MERK GOLD ETF | 160123 | 6641903 | GOLD SHS |
| ISHARES TR | 13937 | 6596310 | RUS 1000 GRW ETF |
| ISHARES TR | 9367 | 6415674 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 147033 | 6257726 | CORE FIXED INCOM |
| HOME DEPOT INC | 16825 | 5789592 | COM |
| WELLS FARGO CO NEW | 59483 | 5543882 | COM |
| MORGAN STANLEY | 30489 | 5412753 | COM NEW |
| CHEVRON CORP NEW | 34381 | 5240074 | COM |
| TOTALENERGIES SE | 79459 | 5198208 | ACT |
| MITSUBISHI UFJ FINL GROUP IN | 322044 | 5107618 | SPONSORED ADS |
| MICRON TECHNOLOGY INC | 17586 | 5019116 | COM |
| COSTCO WHSL CORP NEW | 5663 | 4883316 | COM |
| RBB FD INC | 95989 | 4787942 | US TREAS 3 MNTH |
| PROCTER AND GAMBLE CO | 32398 | 4643049 | COM |
| DIMENSIONAL ETF TRUST | 140472 | 4620134 | US SMALL CAP VAL |
| BHP GROUP LTD | 75967 | 4586133 | SPONSORED ADS |
| MARRIOTT INTL INC NEW | 14644 | 4543271 | CL A |
| CATERPILLAR INC | 7914 | 4534044 | COM |
| SAP SE | 18378 | 4464200 | SPON ADR |
| TOYOTA MOTOR CORP | 20477 | 4383307 | ADS |
| ADVANCED MICRO DEVICES INC | 20297 | 4346806 | COM |
| GOLDMAN SACHS GROUP INC | 4790 | 4209898 | COM |
| WHITE MTNS INS GROUP LTD | 2016 | 4189309 | COM |
| CBOE GLOBAL MKTS INC | 16658 | 4181158 | COM |
| VISA INC | 11721 | 4110613 | COM CL A |
| OLD SECOND BANCORP INC ILL | 208884 | 4073247 | COM |
| SUMITOMO MITSUI FINL GROUP I | 209587 | 4051317 | SPONSORED ADR |
| CAPITAL ONE FINL CORP | 16616 | 4027156 | COM |
| BLACK STONE MINERALS L P | 300000 | 3987000 | COM UNIT |
| CITIGROUP INC | 33511 | 3910459 | COM NEW |
| VANGUARD TAX-MANAGED FDS | 62573 | 3908924 | VAN FTSE DEV MKT |
| DISNEY WALT CO | 34208 | 3891798 | COM |
| CISCO SYS INC | 50494 | 3889609 | COM |
| AT&T INC | 156536 | 3888356 | COM |
| MCDONALDS CORP | 12124 | 3705442 | COM |
| ISHARES TR | 33548 | 3695326 | TRUST ISHARE 0-1 |
| INVESCO QQQ TR | 6016 | 3695180 | UNIT SER 1 |
| VANGUARD INDEX FDS | 7452 | 3635588 | GROWTH ETF |
| DEUTSCHE BANK A G | 94166 | 3631041 | NAMEN AKT |
| AMERICAN CENTY ETF TR | 32231 | 3602781 | US EQT ETF |
| NOVARTIS AG | 25365 | 3497073 | SPONSORED ADR |
| HSBC HLDGS PLC | 44246 | 3480804 | SPON ADR NEW |
| INTEL CORP | 93915 | 3465452 | COM |
| GE AEROSPACE | 11142 | 3431991 | COM NEW |
| ALLSTATE CORP | 16317 | 3396360 | COM |
| SANOFI SA | 69279 | 3357261 | SPONSORED ADR |
| MPLX LP | 61770 | 3296687 | COM UNIT REP LTD |
| NETFLIX INC | 34606 | 3244667 | COM |
| TELEFONAKTIEBOLAGET LM ERICS | 326980 | 3155357 | ADR B SEK 10 |
| RTX CORPORATION | 17090 | 3134440 | COM |
| VERIZON COMMUNICATIONS INC | 76495 | 3115668 | COM |
| COCA COLA CO | 43916 | 3070131 | COM |
| ORACLE CORP | 15624 | 3045188 | COM |
| INTERNATIONAL BUSINESS MACHS | 10267 | 3041148 | COM |
| SONY GROUP CORP | 118617 | 3036596 | SPONSORED ADR |
| ASML HOLDING N V | 2831 | 3028250 | N Y REGISTRY SHS |
| MERCK & CO INC | 28358 | 2984998 | COM |
| BANCO SANTANDER SA | 254344 | 2983455 | ADR |
| AMERICAN EXPRESS CO | 8046 | 2976640 | COM |
| SYSCO CORP | 40285 | 2968648 | COM |
| ISHARES TR | 27703 | 2967262 | NATIONAL MUN ETF |
| MASTERCARD INCORPORATED | 5092 | 2907147 | CL A |
| MIZUHO FINANCIAL GROUP INC | 379442 | 2777516 | SPONSORED ADR |
| ISHARES TR | 22527 | 2776697 | S&P 500 GRWT ETF |
| APPLIED MATLS INC | 10695 | 2748550 | COM |
| CENTERPOINT ENERGY INC | 70013 | 2684299 | COM |
| UBS GROUP AG | 56356 | 2609823 | SHS |
| AMERICAN CENTY ETF TR | 27530 | 2586969 | INTL SMCP VLU |
| BANK NEW YORK MELLON CORP | 22265 | 2584707 | COM |
| APPLOVIN CORP | 3779 | 2546554 | COM CL A |
| ISHARES TR | 6785 | 2533790 | RUS 1000 ETF |
| SHELL PLC | 34432 | 2530075 | SPON ADS |
| SELECT SECTOR SPDR TR | 17403 | 2505527 | STATE STREET TEC |
| PFIZER INC | 98783 | 2459690 | COM |
| SPDR SERIES TRUST | 28235 | 2426094 | STATE STREET SPD |
| UNITEDHEALTH GROUP INC | 7240 | 2390052 | COM |
| ISHARES TR | 11299 | 2376602 | RUS 1000 VAL ETF |
| DANAHER CORPORATION | 10318 | 2361997 | COM |
| CHUBB LIMITED | 7464 | 2329664 | COM |
| PHILIP MORRIS INTL INC | 14077 | 2257973 | COM |
| LOCKHEED MARTIN CORP | 4653 | 2250580 | COM |
| SALESFORCE INC | 8487 | 2248309 | COM |
| CANADIAN NAT RES LTD | 64965 | 2199066 | COM |
| CME GROUP INC | 8038 | 2195017 | COM |
| UNION PAC CORP | 9484 | 2193898 | COM |
| LINDE PLC | 5136 | 2189939 | SHS |
| CONOCOPHILLIPS | 23376 | 2188199 | COM |
| MEDTRONIC PLC | 21980 | 2111399 | SHS |
| SCHWAB CHARLES CORP | 20797 | 2077881 | COM |
| GE VERNOVA INC | 3172 | 2072536 | COM |
| GILEAD SCIENCES INC | 16780 | 2059585 | COM |
| ROBINHOOD MKTS INC | 18183 | 2056497 | COM CL A |
| KINDER MORGAN INC DEL | 72845 | 2002496 | COM |
| NEWMONT CORP | 20019 | 1998883 | COM |
| QUALCOMM INC | 11660 | 1994429 | COM |
| AMERICAN CENTY ETF TR | 25625 | 1941572 | US LARGE CAP VLU |
| DIMENSIONAL ETF TRUST | 41380 | 1936603 | US CORE EQT MKT |
| GRAHAM HLDGS CO | 1740 | 1911564 | COM CL B |
| WARNER BROS DISCOVERY INC | 65650 | 1892017 | COM SER A |
| ISHARES TR | 8826 | 1871730 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 5735 | 1805470 | LARGE CAP ETF |
| ISHARES GOLD TR | 21763 | 1766503 | ISHARES NEW |
| BLACKROCK INC | 1643 | 1758568 | COM |
| S&P GLOBAL INC | 3333 | 1741792 | COM |
| THERMO FISHER SCIENTIFIC INC | 2971 | 1721546 | COM |
| NORFOLK SOUTHN CORP | 5900 | 1703572 | COM |
| ASTRAZENECA PLC | 18504 | 1701064 | SPONSORED ADR |
| CVS HEALTH CORP | 21282 | 1688938 | COM |
| GENERAL MTRS CO | 20295 | 1650384 | COM |
| ANALOG DEVICES INC | 6083 | 1649721 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 70543 | 1644358 | SPONSORED ADR |
| STARBUCKS CORP | 19393 | 1633134 | COM |
| METLIFE INC | 20595 | 1625738 | COM |
| VANGUARD STAR FDS | 21493 | 1621414 | VG TL INTL STK F |
| TAKEDA PHARMACEUTICAL CO LTD | 102334 | 1595388 | SPONSORED ADS |
| VANGUARD SPECIALIZED FUNDS | 7166 | 1575024 | DIV APP ETF |
| PEPSICO INC | 10890 | 1562889 | COM |
| PACCAR INC | 14231 | 1558447 | COM |
| TJX COS INC NEW | 9990 | 1534556 | COM |
| TEXAS INSTRS INC | 8718 | 1512492 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| EATON CORP PLC | 4723 | 1504322 | SHS |
| CORNING INC | 17036 | 1491680 | COM |
| INTUITIVE SURGICAL INC | 2608 | 1477067 | COM NEW |
| AIR PRODS & CHEMS INC | 5972 | 1475203 | COM |
| US BANCORP DEL | 27510 | 1467940 | COM NEW |
| WILLIAMS COS INC | 24239 | 1456999 | COM |
| NOVO-NORDISK A S | 28571 | 1453692 | ADR |
| ADOBE INC | 4142 | 1449663 | COM |
| BOEING CO | 6665 | 1447097 | COM |
| DIMENSIONAL ETF TRUST | 37851 | 1442527 | INTL CORE EQT MK |
| THE CIGNA GROUP | 5237 | 1441411 | COM |
| COMCAST CORP NEW | 47729 | 1426596 | CL A |
| PNC FINL SVCS GROUP INC | 6786 | 1416541 | COM |
| VANGUARD MALVERN FDS | 28464 | 1407830 | STRM INFPROIDX |
| ACCENTURE PLC IRELAND | 5227 | 1402403 | SHS CLASS A |
| BOSTON SCIENTIFIC CORP | 14665 | 1398308 | COM |
| FEDEX CORP | 4821 | 1392735 | COM |
| STRYKER CORPORATION | 3952 | 1389178 | COM |
| AMERICAN CENTY ETF TR | 13519 | 1378668 | US SML CP VALU |
| ING GROEP N.V. | 49021 | 1372588 | SPONSORED ADR |
| AMERICAN CENTY ETF TR | 31263 | 1360876 | REAL ESTATE ETF |
| AUTOMATIC DATA PROCESSING IN | 5234 | 1346234 | COM |
| TRAVELERS COMPANIES INC | 4636 | 1344582 | COM |
| ELEVANCE HEALTH INC FORMERLY | 3766 | 1320342 | COM |
| PROGRESSIVE CORP | 5787 | 1317816 | COM |
| VANGUARD INDEX FDS | 6900 | 1317797 | VALUE ETF |
| BLACKSTONE INC | 8296 | 1278722 | COM |
| TORONTO DOMINION BK ONT | 13483 | 1270099 | COM NEW |
| SHOPIFY INC | 7840 | 1262005 | CL A SUB VTG SHS |
| NOKIA CORP | 195049 | 1261968 | SPONSORED ADR |
| KKR & CO INC | 9811 | 1250707 | COM |
| HONDA MOTOR LTD | 42418 | 1250483 | ADR ECH CNV IN 3 |
| ALTRIA GROUP INC | 21629 | 1247124 | COM |
| L3HARRIS TECHNOLOGIES INC | 4239 | 1244521 | COM |
| LAM RESEARCH CORP | 7218 | 1235577 | COM NEW |
| BARCLAYS PLC | 48199 | 1226665 | ADR |
| ARISTA NETWORKS INC | 9319 | 1221106 | COM SHS |
| EOG RES INC | 11601 | 1218221 | COM |
| MCKESSON CORP | 1479 | 1213209 | COM |
| NORTHROP GRUMMAN CORP | 2125 | 1211781 | COM |
| PHILLIPS 66 | 9325 | 1203299 | COM |
| INVESCO EXCHANGE TRADED FD T | 6266 | 1200262 | S&P500 EQL WGT |
| PRUDENTIAL FINL INC | 10547 | 1190568 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 4320 | 1189685 | ORD SHS |
| PARKER-HANNIFIN CORP | 1345 | 1182474 | COM |
| AFLAC INC | 10719 | 1181984 | COM |
| QUANTA SVCS INC | 2786 | 1175711 | COM |
| MARATHON PETE CORP | 7218 | 1173784 | COM |
| T-MOBILE US INC | 5774 | 1172353 | COM |
| UBER TECHNOLOGIES INC | 14342 | 1171885 | COM |
| TRUIST FINL CORP | 23715 | 1167015 | COM |
| INTUIT | 1758 | 1164542 | COM |
| ROYAL BK CDA | 6800 | 1159332 | COM |
| ENI S P A | 30556 | 1159295 | SPONSORED ADR |
| HONEYWELL INTL INC | 5929 | 1156604 | COM |
| LOWES COS INC | 4774 | 1151248 | COM |
| ENTERPRISE PRODS PARTNERS L | 35309 | 1132010 | COM |
| SKYWORKS SOLUTIONS INC | 17457 | 1106929 | COM |
| VERTEX PHARMACEUTICALS INC | 2415 | 1095046 | COM |
| WOODSIDE ENERGY GROUP LTD | 69905 | 1089823 | SPONSORED ADR |
| BECTON DICKINSON & CO | 5607 | 1088150 | COM |
| DELTA AIR LINES INC DEL | 15615 | 1083672 | COM NEW |
| JOHNSON CTLS INTL PLC | 8985 | 1075954 | SHS |
| KLA CORP | 880 | 1069270 | COM NEW |
| SLB LIMITED | 27572 | 1058215 | COM STK |
| MONDELEZ INTL INC | 19654 | 1057980 | CL A |
| SCHWAB STRATEGIC TR | 43974 | 1057146 | INTL EQTY ETF |
| AMERICAN INTL GROUP INC | 12287 | 1051145 | COM NEW |
| KIMBERLY-CLARK CORP | 10379 | 1047159 | COM |
| FIFTH THIRD BANCORP | 22270 | 1042452 | COM |
| FORD MTR CO | 79081 | 1037539 | COM |
| BIOGEN INC | 5887 | 1036054 | COM |
| AMPHENOL CORP NEW | 7655 | 1034476 | CL A |
| AMERICAN CENTY ETF TR | 13421 | 1033712 | AVANTIS EMGMKT |
| LUMENTUM HLDGS INC | 2745 | 1011780 | COM |
| DIMENSIONAL ETF TRUST | 29851 | 1007190 | EMERGING MKTS VA |
| PAYPAL HLDGS INC | 17028 | 994111 | COM |
| CUMMINS INC | 1943 | 991838 | COM |
| FREEPORT-MCMORAN INC | 19477 | 989236 | CL B |
| MARVELL TECHNOLOGY INC | 11626 | 987983 | COM |
| GENERAL DYNAMICS CORP | 2883 | 970668 | COM |
| INTERCONTINENTAL EXCHANGE IN | 5969 | 966674 | COM |
| LLOYDS BANKING GROUP PLC | 181796 | 963518 | SPONSORED ADR |
| CSX CORP | 26522 | 961435 | COM |
| VANGUARD WORLD FD | 1258 | 948256 | INF TECH ETF |
| VALERO ENERGY CORP | 5817 | 947073 | COM |
| CIENA CORP | 4033 | 943198 | COM NEW |
| TE CONNECTIVITY PLC | 4117 | 936659 | ORD SHS |
| WESTERN DIGITAL CORP | 5430 | 935426 | COM |
| CONSTELLATION ENERGY CORP | 2636 | 931255 | COM |
| BRISTOL-MYERS SQUIBB CO | 17152 | 925204 | COM |
| FLEX LTD | 15308 | 924910 | ORD |
| CRH PLC | 7398 | 923270 | ORD |
| VANGUARD INDEX FDS | 10432 | 923165 | REAL ESTATE ETF |
| BOOKING HOLDINGS INC | 172 | 921117 | COM |
| BP PLC | 26362 | 915560 | SPONSORED ADR |
| WINTRUST FINL CORP | 6516 | 911067 | COM |
| MARSH & MCLENNAN COS INC | 4815 | 893278 | COM |
| RIVIAN AUTOMOTIVE INC | 45109 | 889104 | COM CL A |
| AMERICAN CENTY ETF TR | 15196 | 886079 | EMERGING MKT VAL |
| SCHWAB STRATEGIC TR | 33567 | 880473 | US BRD MKT ETF |
| OREILLY AUTOMOTIVE INC | 9652 | 880359 | COM |
| SYNCHRONY FINANCIAL | 10532 | 878696 | COM |
| CORTEVA INC | 13076 | 876459 | COM |
| STEEL DYNAMICS INC | 5140 | 871025 | COM |
| HERSHEY CO | 4775 | 869050 | COM |
| COHERENT CORP | 4685 | 864799 | COM |
| TWILIO INC | 6068 | 863112 | CL A |
| FIDELITY WISE ORIGIN BITCOIN | 11300 | 861399 | SHS |
| SERVICENOW INC | 5619 | 860839 | COM |
| BAKER HUGHES COMPANY | 18871 | 859385 | CL A |
| NORTHERN TR CORP | 6260 | 855053 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 10299 | 854778 | CL A |
| BRITISH AMERN TOB PLC | 15073 | 853448 | SPONSORED ADR |
| MARTIN MARIETTA MATLS INC | 1370 | 853044 | COM |
| ARCH CAP GROUP LTD | 8884 | 852153 | ORD |
| DOLLAR GEN CORP NEW | 6414 | 851587 | COM |
| REGIONS FINANCIAL CORP NEW | 31357 | 849775 | COM |
| SPDR GOLD TR | 2132 | 844933 | GOLD SHS |
| CITIZENS FINL GROUP INC | 14453 | 844200 | COM |
| APOLLO GLOBAL MGMT INC | 5817 | 842069 | COM |
| D R HORTON INC | 5819 | 838110 | COM |
| ISHARES TR | 3397 | 836087 | RUSSELL 2000 ETF |
| BROOKFIELD RENEWABLE CORP | 21732 | 833205 | CL A EX SUB VTG |
| CLOUDFLARE INC | 4222 | 832367 | CL A COM |
| EMERSON ELEC CO | 6253 | 829917 | COM |
| ALCON AG | 10390 | 818836 | ORD SHS |
| ROPER TECHNOLOGIES INC | 1835 | 816813 | COM |
| AMERICAN CENTY ETF TR | 9875 | 812909 | INTL EQT ETF |
| VISTRA CORP | 5000 | 806668 | COM |
| WESTERN ALLIANCE BANCORP | 9567 | 804297 | COM |
| HUNTINGTON BANCSHARES INC | 46252 | 802473 | COM |
| CROWDSTRIKE HLDGS INC | 1710 | 801458 | CL A |
| HEWLETT PACKARD ENTERPRISE C | 33334 | 800692 | COM |
| SCHWAB STRATEGIC TR | 28959 | 794336 | US DIVIDEND EQ |
| MONSTER BEVERAGE CORP NEW | 10321 | 791311 | COM |
| NOMURA HLDGS INC | 93911 | 787914 | SPONSORED ADR |
| ISHARES TR | 10003 | 775533 | EAFE SML CP ETF |
| TRANE TECHNOLOGIES PLC | 1991 | 774897 | SHS |
| ISHARES BITCOIN TRUST ETF | 15419 | 765554 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 23407 | 763546 | US LCAP GR ETF |
| EXPAND ENERGY CORPORATION | 6899 | 761374 | COM |
| HALLIBURTON CO | 26880 | 759629 | COM |
| ROYAL CARIBBEAN GROUP | 2718 | 758114 | COM |
| HARTFORD INSURANCE GROUP INC | 5478 | 754891 | COM |
| KEYCORP | 36445 | 752225 | COM |
| UNITED AIRLS HLDGS INC | 6724 | 751836 | COM |
| BANK MONTREAL QUE | 5781 | 750316 | COM |
| CHENIERE ENERGY INC | 3839 | 746194 | COM NEW |
| VANGUARD INDEX FDS | 2568 | 745193 | MID CAP ETF |
| SOFI TECHNOLOGIES INC | 28324 | 741522 | COM |
| VANGUARD SCOTTSDALE FDS | 2462 | 739516 | VNG RUS3000IDX |
| SOUTHWEST AIRLS CO | 17767 | 734312 | COM |
| NIKE INC | 11487 | 731891 | CL B |
| PALO ALTO NETWORKS INC | 3966 | 730537 | COM |
| UNILEVER PLC | 11101 | 726005 | SPON ADR NEW |
| UNITED RENTALS INC | 895 | 724342 | COM |
| HOWMET AEROSPACE INC | 3532 | 723929 | COM |
| RAYMOND JAMES FINL INC | 4503 | 723137 | COM |
| GALLAGHER ARTHUR J & CO | 2785 | 720730 | COM |
| AON PLC | 2039 | 719522 | SHS CL A |
| ROCKET LAB CORP | 10297 | 718319 | COM |
| ISHARES TR | 1857 | 718225 | RUSSELL 3000 ETF |
| AMERIPRISE FINL INC | 1463 | 717524 | COM |
| VANGUARD INDEX FDS | 3430 | 717282 | EXTEND MKT ETF |
| UNITED PARCEL SERVICE INC | 7214 | 715574 | CL B |
| NATWEST GROUP PLC | 40696 | 712180 | SPONS ADR |
| LABCORP HOLDINGS INC | 2837 | 711747 | COM SHS |
| WASTE MGMT INC DEL | 3232 | 710135 | COM |
| PULTE GROUP INC | 6013 | 705085 | COM |
| WABTEC | 3297 | 703964 | COM |
| STATE STR CORP | 5432 | 700782 | COM |
| BLOCK INC | 10703 | 696683 | CL A |
| FIRST CTZNS BANCSHARES INC D | 323 | 693903 | CL A |
| CARNIVAL CORP | 22679 | 692616 | UNIT 99/99/9999 |
| OMNICOM GROUP INC | 8536 | 689282 | COM |
| DIAMONDBACK ENERGY INC | 4582 | 688812 | COM |
| NUCOR CORP | 4220 | 688324 | COM |
| OCCIDENTAL PETE CORP | 16730 | 687951 | COM |
| CBRE GROUP INC | 4266 | 685930 | CL A |
| NEXTERA ENERGY INC | 8524 | 684344 | COM |
| ELECTRONIC ARTS INC | 3320 | 678375 | COM |
| BANK NOVA SCOTIA HALIFAX | 9182 | 676622 | COM |
| NXP SEMICONDUCTORS N V | 3113 | 675708 | COM |
| COMERICA INC | 7749 | 673621 | COM |
| FORTINET INC | 8478 | 673261 | COM |
| FIRST SOLAR INC | 2574 | 672406 | COM |
| LIBERTY MEDIA CORP DEL | 6825 | 672282 | COM LBTY ONE S C |
| LOEWS CORP | 6366 | 670403 | COM |
| EQT CORP | 12464 | 668094 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 7546 | 665633 | COM |
| GSK PLC | 13496 | 661863 | SPONSORED ADR |
| VANGUARD INTL EQUITY INDEX F | 12300 | 661223 | FTSE EMR MKT ETF |
| EDWARDS LIFESCIENCES CORP | 7702 | 656596 | COM |
| COTERRA ENERGY INC | 24658 | 648998 | COM |
| SHERWIN WILLIAMS CO | 2001 | 648384 | COM |
| UNITED THERAPEUTICS CORP DEL | 1330 | 648042 | COM |
| NASDAQ INC | 6668 | 647615 | COM |
| CINCINNATI FINL CORP | 3950 | 645114 | COM |
| EQUINOR ASA | 27229 | 643422 | SPONSORED ADR |
| CARVANA CO | 1524 | 643141 | CL A |
| TEMPUS AI INC | 10883 | 642641 | CL A |
| JABIL INC | 2801 | 638684 | COM |
| ROCKET COS INC | 32956 | 638029 | COM CL A |
| OIL DRI CORP AMER | 13030 | 637689 | COM |
| GE HEALTHCARE TECHNOLOGIES I | 7774 | 637675 | COMMON STOCK |
| HUMANA INC | 2478 | 634591 | COM |
| REDDIT INC | 2747 | 631564 | CL A |
| VANGUARD BD INDEX FDS | 8473 | 627581 | TOTAL BND MRKT |
| INTERNATIONAL PAPER CO | 15911 | 626722 | COM |
| CHURCH & DWIGHT CO INC | 7450 | 624714 | COM |
| TAPESTRY INC | 4888 | 624570 | COM |
| ROIVANT SCIENCES LTD | 28642 | 621532 | SHS |
| SPOTIFY TECHNOLOGY S A | 1069 | 620779 | SHS |
| DEVON ENERGY CORP NEW | 16924 | 619925 | COM |
| DOLLAR TREE INC | 5022 | 617756 | COM |
| QUEST DIAGNOSTICS INC | 3557 | 617177 | COM |
| STMICROELECTRONICS N V | 23785 | 616983 | NY REGISTRY |
| REPUBLIC SVCS INC | 2910 | 616717 | COM |
| ALNYLAM PHARMACEUTICALS INC | 1546 | 614767 | COM |
| PPG INDS INC | 5990 | 613736 | COM |
| ARCHER DANIELS MIDLAND CO | 10649 | 612224 | COM |
| MAPLEBEAR INC | 13534 | 608760 | COM |
| MEDPACE HLDGS INC | 1081 | 607144 | COM |
| ALCOA CORP | 11392 | 605370 | COM |
| TELEDYNE TECHNOLOGIES INC | 1185 | 605215 | COM |
| M & T BK CORP | 2989 | 602224 | COM |
| CURTISS WRIGHT CORP | 1089 | 600333 | COM |
| SYNOPSYS INC | 1260 | 591848 | COM |
| TERADYNE INC | 3054 | 591132 | COM |
| CACI INTL INC | 1109 | 590887 | CL A |
| KEURIG DR PEPPER INC | 21037 | 589246 | COM |
| ZIMMER BIOMET HOLDINGS INC | 6543 | 588347 | COM |
| RIO TINTO PLC | 7345 | 587845 | SPONSORED ADR |
| CANADIAN IMPERIAL BANK OF CO | 6483 | 587425 | COM |
| ISHARES TR | 6096 | 586862 | RUS MID CAP ETF |
| SNAP ON INC | 1695 | 584097 | COM |
| FORTIVE CORP | 10531 | 581416 | COM |
| VULCAN MATLS CO | 2028 | 578426 | COM |
| DIODES INC | 11690 | 576785 | COM |
| UNIVERSAL DISPLAY CORP | 4924 | 575025 | COM |
| FIDELITY NATL INFORMATION SV | 8585 | 570559 | COM |
| ISHARES TR | 3144 | 569759 | RUS 2000 VAL ETF |
| LEIDOS HOLDINGS INC | 3158 | 569703 | COM |
| HUBBELL INC | 1279 | 568016 | COM |
| FERRARI N V | 1535 | 567275 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 6480 | 566482 | COM |
| ZOOM COMMUNICATIONS INC | 6534 | 563851 | CL A |
| PRICE T ROWE GROUP INC | 5489 | 561915 | COM |
| KROGER CO | 8990 | 561711 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 8748 | 560222 | SPONSORED ADR |
| PACKAGING CORP AMER | 2716 | 560119 | COM |
| VANGUARD INTL EQUITY INDEX F | 7576 | 557291 | ALLWRLD EX US |
| AMETEK INC | 2714 | 557211 | COM |
| DOORDASH INC | 2443 | 553291 | CL A |
| SMURFIT WESTROCK PLC | 14265 | 551628 | SHS |
| ON SEMICONDUCTOR CORP | 10187 | 551626 | COM |
| DOCUSIGN INC | 8035 | 549594 | COM |
| MOTOROLA SOLUTIONS INC | 1423 | 545471 | COM NEW |
| TYSON FOODS INC | 9248 | 542130 | CL A |
| CREDO TECHNOLOGY GROUP HOLDI | 3764 | 541602 | ORDINARY SHARES |
| CARDINAL HEALTH INC | 2626 | 539663 | COM |
| SPDR DOW JONES INDL AVERAGE | 1123 | 539659 | UT SER 1 |
| REGENERON PHARMACEUTICALS | 699 | 539537 | COM |
| HILTON WORLDWIDE HLDGS INC | 1876 | 538881 | COM |
| APTIV PLC | 7040 | 535673 | COM SHS |
| SPDR S&P MIDCAP 400 ETF TR | 885 | 534157 | UTSER1 S&PDCRP |
| ISHARES TR | 5559 | 533853 | MSCI EAFE ETF |
| HCA HEALTHCARE INC | 1142 | 533154 | COM |
| TRANSDIGM GROUP INC | 399 | 530611 | COM |
| ISHARES U S ETF TR | 10500 | 528360 | SHORT MATURITY M |
| DIMENSIONAL ETF TRUST | 10986 | 526778 | SHORT DURATION F |
| MCCORMICK & CO INC | 7728 | 526354 | COM NON VTG |
| CARLYLE GROUP INC | 8886 | 525251 | COM |
| JONES LANG LASALLE INC | 1558 | 524220 | COM |
| INGERSOLL RAND INC | 6580 | 521267 | COM |
| SCHWAB STRATEGIC TR | 19726 | 521161 | HIGH YIELD BD ET |
| UNITY SOFTWARE INC | 11711 | 517275 | COM |
| DT MIDSTREAM INC | 4321 | 517137 | COMMON STOCK |
| VEEVA SYS INC | 2314 | 516554 | CL A COM |
| CENCORA INC | 1528 | 516082 | COM |
| AXON ENTERPRISE INC | 908 | 515681 | COM |
| EAST WEST BANCORP INC | 4562 | 512723 | COM |
| COINBASE GLOBAL INC | 2261 | 511261 | COM CL A |
| MONGODB INC | 1218 | 511183 | CL A |
| AIRBNB INC | 3761 | 510443 | COM CL A |
| TAKE-TWO INTERACTIVE SOFTWAR | 1991 | 509754 | COM |
| SELECT SECTOR SPDR TR | 3293 | 509747 | STATE STREET HEA |
| VERTIV HOLDINGS CO | 3141 | 508879 | COM CL A |
| ISHARES TR | 5677 | 507865 | CORE MSCI EAFE |
| GARMIN LTD | 2494 | 505908 | SHS |
| TEVA PHARMACEUTICAL INDS LTD | 16183 | 505072 | SPONSORED ADS |
| ILLINOIS TOOL WKS INC | 2049 | 504669 | COM |
| AUTODESK INC | 1705 | 504649 | COM |
| ISHARES TR | 1562 | 504542 | RUS 2000 GRW ETF |
| INVESCO LTD | 19145 | 502939 | SHS |
| SNOWFLAKE INC | 2282 | 500499 | COM SHS |
| BERKLEY W R CORP | 7122 | 499395 | COM |
| ELANCO ANIMAL HEALTH INC | 22016 | 498222 | COM |
| EMCOR GROUP INC | 812 | 496854 | COM |
| BARRICK MNG CORP | 11394 | 496208 | COM SHS |
| CINTAS CORP | 2636 | 495752 | COM |
| TEEKAY TANKERS LTD | 9265 | 494937 | CL A |
| OKTA INC | 5716 | 494263 | CL A |
| COREBRIDGE FINL INC | 16365 | 493732 | COM |
| KENVUE INC | 28540 | 492309 | COM |
| PTC INC | 2819 | 491098 | COM |
| ULTA BEAUTY INC | 812 | 491056 | COM |
| TOLL BROTHERS INC | 3618 | 489226 | COM |
| SUPER MICRO COMPUTER INC | 16703 | 488896 | COM NEW |
| BLOOM ENERGY CORP | 5623 | 488582 | COM CL A |
| UNUM GROUP | 6298 | 488095 | COM |
| CASEYS GEN STORES INC | 883 | 488043 | COM |
| STERIS PLC | 1919 | 486505 | SHS USD |
| VANGUARD INTL EQUITY INDEX F | 3427 | 483361 | TT WRLD ST ETF |
| DICKS SPORTING GOODS INC | 2441 | 483301 | COM |
| IQVIA HLDGS INC | 2143 | 483054 | COM |
| HECLA MNG CO | 25162 | 482860 | COM |
| TECHNIPFMC PLC | 10818 | 482050 | COM |
| 3M CO | 3006 | 481263 | COM |
| TRIMBLE INC | 6142 | 481226 | COM |
| GENERAL MLS INC | 10343 | 480935 | COM |
| SANDISK CORP | 2025 | 480695 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 6321 | 479827 | COM NEW |
| RELIANCE INC | 1657 | 478657 | COM |
| SCHWAB STRATEGIC TR | 17772 | 478265 | US LRG CAP ETF |
| SOMNIGROUP INTERNATIONAL INC | 5338 | 476577 | COM |
| MANULIFE FINL CORP | 13036 | 472946 | COM |
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