Greykasell Wealth Strategies, Inc. - 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, Greykasell Wealth Strategies, Inc. held in its portfolio 492 assets valued at $253,267,890 (i.e. $253.27M).
The most valuable assets in the portfolio included: ISHARES GLOBAL 100 ETF ($12.15M), APPLE INC COM ($11.66M), and SPDR GOLD SHARES ($11.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 492 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Greykasell Wealth Strategies, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GLOBAL 100 ETF | 95876 | 12144565 | ETF |
| APPLE INC COM | 42896 | 11661733 | Stock |
| SPDR GOLD SHARES | 27747 | 10996393 | ETF |
| ALPHABET INC CAP STK CL A | 31259 | 9784203 | Stock |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 96203 | 9608714 | ETF |
| FIDELITY TOTAL BOND ETF | 174815 | 8048484 | ETF |
| ISHARES CORE S&P 500 ETF | 11649 | 7979046 | ETF |
| MICROSOFT CORP COM | 13738 | 6643904 | Stock |
| AMAZON COM INC COM | 27155 | 6267935 | Stock |
| INVESCO QQQ TRUST SERIES I | 9363 | 5751748 | ETF |
| ISHARES CORE MSCI EAFE ETF | 59440 | 5317532 | ETF |
| NVIDIA CORPORATION COM | 26504 | 4942983 | Stock |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 67016 | 4870713 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 34007 | 4086968 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 60957 | 4023146 | ETF |
| CAPITAL GROUP INTERNATIONAL EQUITY ETF | 104676 | 3644815 | ETF |
| SPDR S&P 500 ETF TRUST | 5345 | 3644649 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 37391 | 3599659 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 56968 | 3558766 | ETF |
| META PLATFORMS INC CL A | 4969 | 3280066 | Stock |
| VICTORYSHARES FREE CASH FLOW ETF | 81966 | 3227819 | ETF |
| BROADCOM INC COM | 8281 | 2865927 | Stock |
| JPMORGAN CHASE & CO. COM | 8571 | 2761669 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 48226 | 2592634 | ETF |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | 51641 | 2512858 | ETF |
| ISHARES CORE 1-5 YEAR USD BOND ETF | 50574 | 2465472 | ETF |
| CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 69301 | 2401285 | ETF |
| MFS ACTIVE INTERNATIONAL ETF | 75908 | 2311392 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 11551 | 2212794 | ETF |
| MASTERCARD INCORPORATED CL A | 3803 | 2170824 | Stock |
| ISHARES MORNINGSTAR GROWTH ETF | 20503 | 2133168 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 37149 | 2126411 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 2465 | 2125766 | Stock |
| KLA CORP COM NEW | 1715 | 2083394 | Stock |
| ISHARES DOW JONES U.S. ETF | 12291 | 2037948 | ETF |
| EQUINIX INC COM | 2632 | 2016712 | REIT |
| PROLOGIS INC. COM | 14752 | 1883233 | REIT |
| SERVICENOW INC COM | 11160 | 1709674 | Stock |
| VISA INC COM CL A | 4621 | 1620637 | Stock |
| WALMART INC COM | 13889 | 1547395 | Stock |
| GOLDMAN SACHS GROUP INC COM | 1727 | 1518172 | Stock |
| ISHARES SELECT U.S. REIT ETF | 23172 | 1382685 | ETF |
| INTUIT COM | 2059 | 1363991 | Stock |
| T-MOBILE US INC COM | 6344 | 1288014 | Stock |
| ARK INNOVATION ETF | 16574 | 1274900 | ETF |
| EMQQ THE EMERGING MARKETS INTERNET ETF | 31362 | 1265778 | ETF |
| NORTHROP GRUMMAN CORP COM | 2185 | 1245822 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 2465 | 1239032 | Stock |
| ABBVIE INC COM | 5395 | 1232640 | Stock |
| PROGRESSIVE CORP COM | 5399 | 1229348 | Stock |
| MARRIOTT INTL INC NEW CL A | 3861 | 1197859 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL A | 2 | 1132200 | Stock |
| RTX CORPORATION COM | 6165 | 1130718 | Stock |
| ISHARES ESG AWARE MSCI EM ETF | 24455 | 1080171 | ETF |
| PACCAR INC COM | 9852 | 1078865 | Stock |
| ALPHABET INC CAP STK CL C | 3437 | 1078685 | Stock |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 36490 | 1078265 | ETF |
| ISHARES CONVERTIBLE BOND ETF | 10904 | 1074063 | ETF |
| FRANKLIN FTSE INDIA ETF | 27106 | 1046033 | ETF |
| HOME DEPOT INC COM | 3023 | 1040084 | Stock |
| SALESFORCE INC COM | 3920 | 1038330 | Stock |
| AMGEN INC COM | 3146 | 1029573 | Stock |
| CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 38486 | 1013731 | ETF |
| ISHARES MORNINGSTAR U.S. EQUITY ETF | 10600 | 1000403 | ETF |
| CHEVRON CORP NEW COM | 6160 | 938888 | Stock |
| WORKDAY INC CL A | 4295 | 922536 | Stock |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 10945 | 902744 | ETF |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 2930 | 890393 | ADR |
| ISHARES CALIFORNIA MUNI BOND ETF | 15232 | 875229 | ETF |
| CISCO SYS INC COM | 11268 | 867983 | Stock |
| FASTENAL CO COM | 21421 | 859615 | Stock |
| BLACKROCK INC COM | 786 | 841250 | Stock |
| ISHARES GOLD TRUST | 10240 | 831154 | ETF |
| SIMPLIFY AGGREGATE BOND ETF | 39332 | 814180 | ETF |
| DEERE & CO COM | 1713 | 797538 | Stock |
| ORACLE CORP COM | 3943 | 768545 | Stock |
| DISNEY WALT CO COM | 6520 | 741728 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 3474 | 735798 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 10755 | 722951 | ETF |
| GENERAL DYNAMICS CORP COM | 2024 | 681345 | Stock |
| QUALCOMM INC COM | 3976 | 680115 | Stock |
| CITIGROUP INC COM NEW | 5738 | 669610 | Stock |
| ISHARES NATIONAL MUNI BOND ETF | 6217 | 665903 | ETF |
| MICRON TECHNOLOGY INC COM | 2244 | 640455 | Stock |
| MARVELL TECHNOLOGY INC COM | 7404 | 629192 | Stock |
| JOHNSON & JOHNSON COM | 3036 | 628402 | Stock |
| ADOBE INC COM | 1766 | 618075 | Stock |
| SHERWIN WILLIAMS CO COM | 1821 | 589908 | Stock |
| GE AEROSPACE COM NEW | 1801 | 554908 | Stock |
| SCHWAB CHARLES CORP COM | 5488 | 548328 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 909 | 526727 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 1500 | 503030 | ETF |
| TESLA INC COM | 1067 | 479851 | Stock |
| BOOKING HOLDINGS INC COM | 89 | 475591 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 2060 | 452747 | ETF |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 4829 | 441612 | ETF |
| CUMMINS INC COM | 857 | 437456 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 893 | 418603 | Stock |
| VANGUARD HEALTH CARE ETF | 1449 | 417079 | ETF |
| INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | 17110 | 413377 | ETF |
| ASML HOLDING N V N Y REGISTRY SHS | 386 | 413170 | ADR |
| BANK AMERICA CORP COM | 7507 | 412885 | Stock |
| ISHARES MSCI EUROZONE ETF | 6294 | 403456 | ETF |
| FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | 6980 | 392695 | ETF |
| HONEYWELL INTL INC COM | 1956 | 381563 | Stock |
| LOCKHEED MARTIN CORP COM | 769 | 371942 | Stock |
| REGENERON PHARMACEUTICALS COM | 478 | 368825 | Stock |
| JPMORGAN ACTIVE BOND ETF | 6594 | 356552 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 5088 | 353209 | ETF |
| INVESCO S&P SMALLCAP MOMENTUM ETF | 4829 | 347730 | ETF |
| PUBLIC STORAGE OPER CO COM | 1319 | 342344 | REIT |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 2326 | 340945 | ADR |
| WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | 7588 | 330368 | ETF |
| ELI LILLY & CO COM | 306 | 328798 | Stock |
| FEDEX CORP COM | 1125 | 325100 | Stock |
| MERCADOLIBRE INC COM | 161 | 323780 | Stock |
| INVESCO DB COMMODITY INDEX TRACKING FUND | 14439 | 322860 | ETF |
| LOWES COS INC COM | 1296 | 312543 | Stock |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | 8610 | 306344 | ETF |
| PALO ALTO NETWORKS INC COM | 1651 | 304177 | Stock |
| VANGUARD REAL ESTATE ETF | 3412 | 301892 | ETF |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 3465 | 298856 | ETF |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | 2896 | 298664 | ETF |
| STARBUCKS CORP COM | 3449 | 290465 | Stock |
| ISHARES S&P 500 GROWTH ETF | 2346 | 289168 | ETF |
| UBS GROUP AG SHS | 6044 | 279898 | Stock |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 6075 | 278212 | CEF |
| NOVARTIS AG SPONSORED ADR | 2013 | 277532 | ADR |
| FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF | 37621 | 275386 | ETF |
| FIDELITY HIGH DIVIDEND ETF | 4835 | 274103 | ETF |
| VANGUARD S&P 500 ETF | 432 | 270928 | ETF |
| BROADRIDGE FINL SOLUTIONS INC COM | 1205 | 268920 | Stock |
| GENERAL MTRS CO COM | 3228 | 262473 | Stock |
| BLACKSTONE INC COM | 1640 | 252791 | Stock |
| ISHARES MSCI USA VALUE FACTOR ETF | 1833 | 250624 | ETF |
| KKR & CO INC COM | 1940 | 247366 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1686 | 242761 | ETF |
| ISHARES LATIN AMERICA 40 ETF | 7526 | 229170 | ETF |
| GILEAD SCIENCES INC COM | 1851 | 227215 | Stock |
| WELLTOWER INC COM | 1174 | 217941 | REIT |
| TRANSDIGM GROUP INC COM | 162 | 215881 | Stock |
| TARGA RES CORP COM | 1132 | 208854 | Stock |
| WW GRAINGER INC COM | 204 | 205850 | Stock |
| PAYCHEX INC COM | 1790 | 200802 | Stock |
| BANK MONTREAL QUE COM | 1521 | 197411 | Stock |
| BOEING CO COM | 899 | 195191 | Stock |
| LINDE PLC SHS | 453 | 193155 | Stock |
| NETEASE INC SPONSORED ADS | 1396 | 192118 | ADR |
| NETFLIX INC. COM | 1990 | 186582 | Stock |
| SIMON PPTY GROUP INC NEW COM | 971 | 179742 | REIT |
| ISHARES BIOTECHNOLOGY ETF | 1064 | 179605 | ETF |
| BOSTON SCIENTIFIC CORP COM | 1859 | 177292 | Stock |
| ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 2536 | 173716 | ETF |
| FORTINET INC COM | 2078 | 165001 | Stock |
| VANGUARD MID-CAP VALUE ETF | 919 | 163054 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 757 | 159225 | ETF |
| TOLL BROTHERS INC COM | 1177 | 159109 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 794 | 158599 | ETF |
| MORGAN STANLEY COM NEW | 879 | 156011 | Stock |
| WILLIS TOWERS WATSON PLC LTD SHS | 470 | 154442 | Stock |
| ISHARES RUSSELL 2000 ETF | 616 | 151687 | ETF |
| UNITEDHEALTH GROUP INC COM | 453 | 149591 | Stock |
| MICROCHIP TECHNOLOGY INC. COM | 2312 | 147321 | Stock |
| CAPITAL ONE FINL CORP COM | 585 | 141781 | Stock |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | 1879 | 134284 | ETF |
| NXP SEMICONDUCTORS N V COM | 612 | 132841 | Stock |
| NUVEEN ESG SMALL-CAP ETF | 2966 | 132432 | ETF |
| PROCTER & GAMBLE CO COM | 920 | 131845 | Stock |
| LIVE NATION ENTERTAINMENT INC COM | 923 | 131456 | Stock |
| ASTRAZENECA PLC SPONSORED ADR | 1380 | 126863 | ADR |
| PHILIP MORRIS INTL INC COM | 790 | 126716 | Stock |
| ISHARES FLOATING RATE BOND ETF | 2483 | 126285 | ETF |
| UNION PAC CORP COM | 539 | 124681 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 165 | 124374 | ETF |
| ISHARES S&P 500 VALUE ETF | 576 | 122152 | ETF |
| VANECK SEMICONDUCTOR ETF | 328 | 118140 | ETF |
| NOVO-NORDISK A S ADR | 2269 | 115421 | ADR |
| WISDOMTREE INDIA EARNINGS FUND | 2427 | 112330 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 622 | 110480 | Stock |
| KROGER CO COM | 1768 | 110465 | Stock |
| ROSS STORES INC COM | 612 | 110297 | Stock |
| PNC FINL SVCS GROUP INC COM | 527 | 110036 | Stock |
| INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 4639 | 107578 | ETF |
| TOYOTA MOTOR CORP ADS | 502 | 107458 | ADR |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1143 | 106407 | ETF |
| L3HARRIS TECHNOLOGIES INC COM | 361 | 106004 | Stock |
| CHECK POINT SOFTWARE TECH LTD ORD | 555 | 102986 | Stock |
| EATON CORP PLC SHS | 301 | 95878 | Stock |
| ISHARES MORNINGSTAR MID-CAP ETF | 1141 | 94387 | ETF |
| ARISTA NETWORKS INC COM SHS | 720 | 94342 | Stock |
| CYBERARK SOFTWARE LTD SHS | 207 | 92396 | Stock |
| WELLS FARGO CO NEW COM | 980 | 91336 | Stock |
| AERCAP HOLDINGS NV SHS | 635 | 91288 | Stock |
| ISHARES SILVER TRUST | 1375 | 88578 | ETF |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 4564 | 88486 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 1634 | 88138 | Stock |
| VANGUARD RUSSELL 1000 VALUE ETF | 946 | 87316 | ETF |
| ALERIAN MLP ETF | 1818 | 85498 | ETF |
| VANGUARD INDUSTRIALS ETF | 286 | 85351 | ETF |
| UBER TECHNOLOGIES INC COM | 1036 | 84651 | Stock |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 3509 | 83052 | ETF |
| INVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF | 1450 | 82079 | ETF |
| VALERO ENERGY CORP COM | 470 | 76511 | Stock |
| HUNTINGTON BANCSHARES INC COM | 4402 | 76375 | Stock |
| WILLIAMS COS INC COM | 1265 | 76039 | Stock |
| JD.COM INC SPON ADS CL A | 2633 | 75567 | ADR |
| VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | 7175 | 74620 | ETF |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 1004 | 74577 | ETF |
| CME GROUP INC COM | 268 | 73049 | Stock |
| NUVEEN ESG MID-CAP VALUE ETF | 1834 | 71709 | ETF |
| CONOCOPHILLIPS COM | 761 | 71237 | Stock |
| CINTAS CORP COM | 373 | 70134 | Stock |
| PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | 696 | 68071 | ETF |
| EXXON MOBIL CORP COM | 564 | 67872 | Stock |
| BIOGEN INC COM | 385 | 67756 | Stock |
| CENTERPOINT ENERGY INC COM | 1732 | 66405 | Stock |
| PHILLIPS 66 COM | 506 | 65230 | Stock |
| AMERICAN EXPRESS CO COM | 175 | 64741 | Stock |
| INVESCO SENIOR LOAN ETF | 3000 | 63000 | ETF |
| FERRARI N V COM | 168 | 62156 | Stock |
| AIR LEASE CORP CL A | 968 | 62143 | Stock |
| MCDONALDS CORP COM | 200 | 60990 | Stock |
| SLR INVESTMENT CORP COM | 3787 | 58547 | CEF |
| NEWMONT CORP COM | 585 | 58412 | Stock |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 731 | 58363 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 208 | 58061 | ETF |
| ARES CAPITAL CORP COM | 2825 | 57150 | CEF |
| ISHARES S&P MID-CAP 400 VALUE ETF | 430 | 56584 | ETF |
| LANDSTAR SYS INC COM | 390 | 56043 | Stock |
| DIGITAL RLTY TR INC COM | 362 | 55928 | REIT |
| VANGUARD UTILITIES ETF | 295 | 54552 | ETF |
| PEPSICO INC COM | 374 | 53742 | Stock |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 385 | 52722 | ETF |
| ISHARES RUSSELL TOP 200 GROWTH ETF | 188 | 52065 | ETF |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 1664 | 51121 | ETF |
| VANECK GOLD MINERS ETF | 595 | 51033 | ETF |
| CONSTELLATION ENERGY CORP COM | 144 | 50924 | Stock |
| TR ACTIVEBETA US LARGE CAP EQUITY ETF | 380 | 50262 | ETF |
| VERIZON COMMUNICATIONS INC COM | 1221 | 49731 | Stock |
| SOUTHERN CO COM | 566 | 49355 | Stock |
| ISHARES MSCI TAIWAN ETF | 774 | 49140 | ETF |
| SHOPIFY INC CL A SUB VTG SHS | 296 | 47647 | Stock |
| DANAHER CORPORATION COM | 203 | 46395 | Stock |
| SOUTHWEST AIRLS CO COM | 1104 | 45638 | Stock |
| VANGUARD RUSSELL 1000 GROWTH ETF | 372 | 45291 | ETF |
| ASSURED GUARANTY LTD COM | 502 | 45115 | Stock |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 377 | 44944 | ETF |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 1109 | 44748 | ETF |
| STRYKER CORPORATION COM | 125 | 43934 | Stock |
| INVESCO S&P MIDCAP MOMENTUM ETF | 316 | 43816 | ETF |
| VANGUARD RUSSELL 2000 ETF | 439 | 43689 | ETF |
| AMERICAN TOWER CORP NEW COM | 245 | 43015 | REIT |
| SYNCHRONY FINANCIAL COM | 505 | 42132 | Stock |
| APOLLO GLOBAL MGMT INC COM | 290 | 41980 | Stock |
| DIAMONDBACK ENERGY INC COM | 270 | 40589 | Stock |
| BLACKROCK FLOATING RATE INCOME COM | 3351 | 39475 | CEF |
| UBIQUITI INC COM | 70 | 38735 | Stock |
| VANGUARD SMALL-CAP ETF | 150 | 38564 | ETF |
| SHELL PLC SPON ADS | 523 | 38430 | ADR |
| CARDINAL HEALTH INC COM | 186 | 38223 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 516 | 37974 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 808 | 37604 | ETF |
| IDEXX LABS INC COM | 55 | 37209 | Stock |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 454 | 36220 | ETF |
| MCKESSON CORP COM | 43 | 34953 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 442 | 34824 | ETF |
| STATE STREET SPDR S&P BIOTECH ETF | 285 | 34750 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 61 | 34548 | Stock |
| WASTE CONNECTIONS INC COM | 190 | 33367 | Stock |
| ISHARES U.S. ENERGY ETF | 692 | 32875 | ETF |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 212 | 32794 | ETF |
| PFIZER INC COM | 1310 | 32619 | Stock |
| VANECK OIL SERVICES ETF | 114 | 32511 | ETF |
| STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 269 | 31642 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 294 | 31379 | ETF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 549 | 30051 | ETF |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 200 | 29738 | ETF |
| HEICO CORP NEW COM | 90 | 29123 | Stock |
| TRAVELERS COMPANIES INC COM | 100 | 29006 | Stock |
| CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | 886 | 28795 | ETF |
| VANGUARD MATERIALS ETF | 131 | 27189 | ETF |
| VULCAN MATLS CO COM | 95 | 27142 | Stock |
| VANGUARD MID-CAP ETF | 93 | 26990 | ETF |
| ISHARES U.S. REAL ESTATE ETF | 286 | 26884 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 306 | 26633 | ETF |
| ISHARES MSCI EAFE ETF | 276 | 26504 | ETF |
| FIRST SOLAR INC COM | 100 | 26123 | Stock |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | 180 | 25949 | ETF |
| EQT CORP COM | 480 | 25728 | Stock |
| INVESCO S&P SMALLCAP HEALTH CARE ETF | 582 | 25640 | ETF |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 552 | 25232 | ETF |
| NUVEEN FLOATING RATE INCOME FD COM | 3170 | 24821 | CEF |
| EXPAND ENERGY CORPORATION COM | 220 | 24279 | Stock |
| YUM BRANDS INC COM | 160 | 24205 | Stock |
| INVESCO S&P SMALLCAP 600 PURE VALUE ETF | 200 | 23785 | ETF |
| VANGUARD FINANCIALS ETF | 178 | 23711 | ETF |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 246 | 23639 | ETF |
| DELTA AIR LINES INC DEL COM NEW | 340 | 23596 | Stock |
| ISHARES MSCI EMERGING MARKETS ASIA ETF | 250 | 23530 | ETF |
| WHEATON PRECIOUS METALS CORP COM | 200 | 23504 | Stock |
| VANGUARD FTSE PACIFIC ETF | 259 | 23371 | ETF |
| ISHARES MSCI ACWI ETF | 165 | 23346 | ETF |
| COCA COLA CO COM | 333 | 23280 | Stock |
| S&P GLOBAL INC COM | 44 | 23039 | Stock |
| SPOTIFY TECHNOLOGY S A SHS | 39 | 22648 | Stock |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 440 | 22414 | ETF |
| VEEVA SYS INC CL A COM | 100 | 22323 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 106 | 21075 | ETF |
| DECKERS OUTDOOR CORP COM | 201 | 20833 | Stock |
| ATMUS FILTRATION TECHNOLOGIES COM | 400 | 20764 | Stock |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 173 | 20616 | ETF |
| EDWARDS LIFESCIENCES CORP COM | 240 | 20460 | Stock |
| 3M CO COM | 126 | 20173 | Stock |
| VERALTO CORP COM SHS | 200 | 19961 | Stock |
| HALLIBURTON CO COM | 700 | 19782 | Stock |
| SOUTHERN COPPER CORP COM | 136 | 19557 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 65 | 19254 | Stock |
| CARRIER GLOBAL CORPORATION COM | 360 | 19022 | Stock |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 226 | 18961 | ETF |
| LOGITECH INTL S A SHS | 189 | 18942 | Stock |
| ISHARES MSCI CANADA ETF | 350 | 18876 | ETF |
| ISHARES RUSSELL TOP 200 VALUE ETF | 203 | 18648 | ETF |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 235 | 18293 | ETF |
| PAN AMERN SILVER CORP COM | 350 | 18134 | Stock |
| VANGUARD SMALL-CAP GROWTH ETF | 58 | 17623 | ETF |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 213 | 16588 | ETF |
| AMPHENOL CORP NEW CL A | 120 | 16217 | Stock |
| AT&T INC COM | 650 | 16146 | Stock |
| ISHARES MSCI JAPAN ETF | 195 | 15744 | ETF |
| KINDER MORGAN INC DEL COM | 560 | 15394 | Stock |
| VOYA INFRASTRUCTURE INDLS & MT COM | 1250 | 15375 | CEF |
| SEMPRA COM | 172 | 15186 | Stock |
| PARKER-HANNIFIN CORP COM | 17 | 14942 | Stock |
| PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | 157 | 14908 | ETF |
| CAMDEN PPTY TR SH BEN INT | 135 | 14861 | REIT |
| RITHM CAPITAL CORP COM NEW | 1340 | 14606 | REIT |
| FIRSTENERGY CORP COM | 323 | 14461 | Stock |
| REGIONS FINANCIAL CORP NEW COM | 533 | 14453 | Stock |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 170 | 13707 | ETF |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 129 | 13634 | ETF |
| AXON ENTERPRISE INC COM | 24 | 13630 | Stock |
| CHUBB LIMITED COM | 43 | 13446 | Stock |
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