HALBERT HARGROVE GLOBAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, HALBERT HARGROVE GLOBAL ADVISORS, LLC held in its portfolio 343 assets valued at $2,106,008,373 (i.e. $2.11B).
The most valuable assets in the portfolio included: ISHARES TR ($342.86M), WISDOMTREE TR ($298.23M), and ISHARES TR ($247.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 343 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
HALBERT HARGROVE GLOBAL ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 500569 | 342859797 | CORE S&P500 ETF |
| WISDOMTREE TR | 5441149 | 298229369 | US EFFICIENT COR |
| ISHARES TR | 3559478 | 247134554 | U S EQUITY FACTR |
| ISHARES TR | 474141 | 177063299 | RUS 1000 ETF |
| ISHARES TR | 1852854 | 165756289 | CORE MSCI EAFE |
| ISHARES INC | 2271502 | 152690388 | CORE MSCI EMKT |
| WISDOMTREE TR | 3119691 | 137547156 | INTERNATIONL EFI |
| ISHARES TR | 3330873 | 125740463 | INTL EQTY FACTOR |
| ISHARES TR | 368657 | 90748540 | RUSSELL 2000 ETF |
| SPDR INDEX SHS FDS | 1588335 | 70537941 | PORTFOLIO DEVLPD |
| ISHARES TR | 1111346 | 60801747 | MSCI EMG MKT ETF |
| ISHARES TR | 435373 | 41808890 | MSCI EAFE ETF |
| ISHARES TR | 382888 | 29685285 | EAFE SML CP ETF |
| ISHARES TR | 87235 | 13756977 | MICRO-CAP ETF |
| VANGUARD TAX-MANAGED FDS | 200749 | 12540777 | VAN FTSE DEV MKT |
| VANGUARD SCOTTSDALE FDS | 33092 | 10226706 | VNG RUS1000IDX |
| PIMCO ETF TR | 311525 | 8311482 | MULTISECTOR BD |
| PIMCO ETF TR | 76187 | 7091503 | ACTIVE BD ETF |
| ISHARES TR | 17803 | 6887091 | RUSSELL 3000 ETF |
| J P MORGAN EXCHANGE TRADED F | 132653 | 6460210 | INTL BD OPP ETF |
| ISHARES TR | 39994 | 5958351 | ESG AWR MSCI USA |
| PIMCO ETF TR | 50379 | 5055044 | ENHAN SHRT MA AC |
| MICROSOFT CORP | 8453 | 4088174 | COM |
| AIRBNB INC | 26500 | 3596580 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 36119 | 3594562 | VNG RUS2000IDX |
| APPLE INC | 13125 | 3568039 | COM |
| BALL CORP | 48716 | 2580483 | COM |
| ALPHABET INC | 8230 | 2575997 | CAP STK CL A |
| INTUITIVE SURGICAL INC | 4436 | 2512373 | COM NEW |
| ISHARES TR | 25378 | 2413164 | ESG AW MSCI EAFE |
| VANGUARD WELLINGTON FD | 13546 | 2041690 | US MULTIFACTOR |
| ELI LILLY & CO | 1800 | 1934424 | COM |
| ISHARES TR | 30757 | 1770996 | ESG MSCI USA ETF |
| INVESCO QQQ TR | 2607 | 1601808 | UNIT SER 1 |
| T-MOBILE US INC | 7804 | 1584519 | COM |
| HOME DEPOT INC | 4511 | 1552236 | COM |
| ALPHABET INC | 4709 | 1477744 | CAP STK CL C |
| ISHARES INC | 32764 | 1447176 | ESG AWR MSCI EM |
| WISDOMTREE TR | 36235 | 1212055 | US SMALLCAP DIVD |
| ZIONS BANCORPORATION N A | 19109 | 1118641 | COM |
| VANGUARD INTL EQUITY INDEX F | 7048 | 1010130 | FTSE SMCAP ETF |
| UNITY SOFTWARE INC | 21725 | 959594 | COM |
| VANGUARD INDEX FDS | 2541 | 851807 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 14419 | 775174 | FTSE EMR MKT ETF |
| SPDR S&P 500 ETF TR | 1036 | 706568 | TR UNIT |
| TESLA INC | 1522 | 684474 | COM |
| ISHARES TR | 11953 | 680860 | CRE U S REIT ETF |
| ISHARES TR | 1394 | 659837 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 1026 | 643561 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 5130 | 620533 | ESG US STK ETF |
| LOWES COS INC | 2560 | 617370 | COM |
| VANGUARD INDEX FDS | 1248 | 609069 | GROWTH ETF |
| ISHARES TR | 6969 | 586998 | MSCI GBL SUS DEV |
| ISHARES TR | 7592 | 570595 | ESG EAFE ETF |
| SNOWFLAKE INC | 2250 | 493560 | COM SHS |
| VANGUARD STAR FDS | 6506 | 490813 | VG TL INTL STK F |
| ISHARES TR | 7346 | 477556 | CORE 60/40 BALAN |
| ISHARES TR | 4675 | 466928 | CORE US AGGBD ET |
| PIMCO ETF TR | 4708 | 451757 | ENHNCD LW DUR AC |
| WALMART INC | 3851 | 429040 | COM |
| WISDOMTREE TR | 6994 | 410340 | US QUALITY GROW |
| US BANCORP DEL | 7584 | 404683 | COM NEW |
| PUBLIC STORAGE OPER CO | 1533 | 397814 | COM |
| SELECT SECTOR SPDR TR | 3264 | 389740 | STATE STREET CON |
| JPMORGAN CHASE & CO. | 1182 | 380857 | COM |
| ISHARES TR | 2412 | 358697 | CORE S&P TTL STK |
| ISHARES TR | 1438 | 331426 | LOW CARBON OPTIM |
| FIDELITY WISE ORIGIN BITCOIN | 4337 | 330610 | SHS |
| VANGUARD INDEX FDS | 1133 | 292210 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 1805 | 280037 | STATE STREET IND |
| WISDOMTREE TR | 6668 | 251586 | EMERGING MARKETS |
| VISA INC | 712 | 249706 | COM CL A |
| VANGUARD WORLD FD | 3375 | 241721 | ESG INTL STK ETF |
| ABBVIE INC | 1050 | 239915 | COM |
| WISDOMTREE TR | 8289 | 230873 | CYBERSECURITY FD |
| WISDOMTREE TR | 2523 | 225632 | US QTLY DIV GRT |
| BOEING CO | 1000 | 217120 | COM |
| ISHARES TR | 9242 | 216122 | ESG AWRE USD ETF |
| HANCOCK JOHN PFD INCOME FD | 13248 | 214486 | SH BEN INT |
| CALAMOS CONV OPPORTUNITIES & | 20050 | 210124 | SH BEN INT |
| 3M CO | 1300 | 208130 | COM |
| SPDR SERIES TRUST | 1795 | 205278 | STATE STREET SPD |
| ISHARES TR | 4419 | 203209 | ESG AWARE MSCI |
| COLUMBIA ETF TR II | 5136 | 197017 | EM CORE EX ETF |
| WISDOMTREE TR | 6701 | 195259 | ARTIFICIAL INTEL |
| ISHARES TR | 975 | 193578 | MSCI USA QLT FCT |
| META PLATFORMS INC | 289 | 190767 | CL A |
| WISDOMTREE TR | 5372 | 188074 | CLOUD COMPUTNG |
| ISHARES TR | 1796 | 186821 | MORNINGSTAR GRWT |
| INTERNATIONAL BUSINESS MACHS | 628 | 186020 | COM |
| VANGUARD INDEX FDS | 875 | 185235 | SM CP VAL ETF |
| AMPLIFY ETF TR | 3195 | 181749 | BLOCKCHAIN TECHN |
| BERKSHIRE HATHAWAY INC DEL | 356 | 178944 | CL B NEW |
| VANGUARD WHITEHALL FDS | 1239 | 177838 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 928 | 177239 | VALUE ETF |
| ARK ETF TR | 3688 | 175660 | BLOCKCHAIN & FIN |
| VANGUARD SCOTTSDALE FDS | 2051 | 171760 | INT-TERM CORP |
| ISHARES TR | 1882 | 168532 | CORE 80/20 AGGRE |
| HONEYWELL INTL INC | 851 | 166022 | COM |
| BANK AMERICA CORP | 3000 | 165000 | COM |
| SCHWAB STRATEGIC TR | 5320 | 157518 | US LCAP VA ETF |
| CALAMOS STRATEGIC TOTAL RETU | 7837 | 150471 | COM SH BEN INT |
| ISHARES TR | 3776 | 148964 | INTL SEL DIV ETF |
| SCHWAB STRATEGIC TR | 4560 | 148750 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 5664 | 148567 | US BRD MKT ETF |
| TEXAS INSTRS INC | 849 | 147294 | COM |
| PEPSICO INC | 968 | 138928 | COM |
| MCDONALDS CORP | 447 | 136617 | COM |
| ISHARES TR | 1125 | 135198 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 427 | 134420 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 455 | 132157 | MID CAP ETF |
| S&P GLOBAL INC | 250 | 130648 | COM |
| ABBOTT LABS | 1022 | 128047 | COM |
| BROADCOM INC | 361 | 124903 | COM |
| MORGAN STANLEY | 699 | 124094 | COM NEW |
| EATON VANCE TAX-MANAGED GLOB | 12700 | 121031 | COM |
| PACER FDS TR | 2500 | 117838 | ARISTOTLE PACIFI |
| SCHWAB STRATEGIC TR | 4328 | 116459 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 3510 | 115132 | 1000 INDEX ETF |
| WISDOMTREE TR | 1102 | 112206 | US HIGH DIVIDEND |
| ISHARES TR | 1665 | 109890 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 1239 | 109677 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 361 | 108953 | SML CP GRW ETF |
| PACER FDS TR | 1790 | 107705 | US CASH COWS 100 |
| COCA COLA CO | 1522 | 106415 | COM |
| NUVEEN PFD & INCOME OPPORTUN | 13000 | 105430 | COM |
| VANGUARD WORLD FD | 137 | 103091 | INF TECH ETF |
| EXXON MOBIL CORP | 825 | 99281 | COM |
| ISHARES TR | 2040 | 98288 | FUTURE AI & TECH |
| SIMON PPTY GROUP INC NEW | 521 | 96443 | COM |
| SPDR GOLD TR | 242 | 95908 | GOLD SHS |
| COSTCO WHSL CORP NEW | 111 | 95660 | COM |
| VANGUARD INTL EQUITY INDEX F | 1260 | 92686 | ALLWRLD EX US |
| WISDOMTREE TR | 3132 | 90865 | EUROPE DEFENSE F |
| SEABRIDGE GOLD INC | 3000 | 88770 | COM |
| ABRDN INCOME CREDIT STRATEGI | 16385 | 88643 | COM |
| HEALTHPEAK PROPERTIES INC | 5472 | 87990 | COM |
| SPROTT ASSET MANAGEMENT LP | 3700 | 87505 | PHYSICAL SILVER |
| FIRST TR EXCHANGE TRADED FD | 1258 | 87394 | RISNG DIVD ACHIV |
| ISHARES BITCOIN TRUST ETF | 1735 | 86143 | SHS BEN INT |
| KIMBERLY-CLARK CORP | 848 | 85555 | COM |
| CLOROX CO DEL | 848 | 85504 | COM |
| PIMCO DYNAMIC INCOME STRATEG | 4500 | 84510 | COM SHS BEN INT |
| TAIWAN SEMICONDUCTOR MFG LTD | 274 | 83322 | SPONSORED ADS |
| WISDOMTREE TR | 1760 | 82210 | EMER MKT HIGH FD |
| GE AEROSPACE | 265 | 81573 | COM NEW |
| SELECT SECTOR SPDR TR | 564 | 81200 | STATE STREET TEC |
| VANGUARD BD INDEX FDS | 1610 | 80243 | VANGUARD ULTRA |
| SPROTT ASSET MANAGEMENT LP | 2400 | 79248 | PHYSICAL GOLD TR |
| ISHARES TR | 3405 | 78617 | INTL DEV RE ETF |
| HARTFORD INSURANCE GROUP INC | 533 | 73448 | COM |
| VANGUARD WORLD FD | 177 | 73061 | MEGA GRWTH IND |
| SCHWAB STRATEGIC TR | 2604 | 71415 | US DIVIDEND EQ |
| MASTERCARD INCORPORATED | 124 | 70899 | CL A |
| ISHARES TR | 852 | 70311 | CORE MSCI INTL |
| CHEVRON CORP NEW | 456 | 69574 | COM |
| ENTERPRISE PRODS PARTNERS L | 2150 | 68929 | COM |
| PROSHARES TR | 769 | 66580 | S&P TECH DIVIDEN |
| GOLDMAN SACHS ETF TR | 498 | 65921 | ACTIVEBETA US LG |
| ALASKA AIR GROUP INC | 1256 | 63177 | COM |
| AMAZON COM INC | 271 | 62553 | COM |
| ISHARES TR | 296 | 62221 | RUS 1000 VAL ETF |
| MEDALIST DIVERSIFIED REIT IN | 5000 | 61500 | COM |
| SPDR INDEX SHS FDS | 1280 | 59917 | PORTFOLIO EMG MK |
| VANGUARD BD INDEX FDS | 806 | 59678 | TOTAL BND MRKT |
| J P MORGAN EXCHANGE TRADED F | 1000 | 58120 | NASDAQ EQT PREM |
| INVESCO EXCHANGE TRADED FD T | 300 | 57468 | S&P500 EQL WGT |
| PROSHARES TR | 545 | 56719 | S&P 500 DV ARIST |
| LAS VEGAS SANDS CORP | 867 | 56434 | COM |
| ORACLE CORP | 283 | 55160 | COM |
| VANECK ETF TRUST | 151 | 54519 | SEMICONDUCTR ETF |
| ISHARES TR | 514 | 53970 | GLOBAL TECH ETF |
| LLOYDS BANKING GROUP PLC | 10096 | 53509 | SPONSORED ADR |
| ISHARES INC | 736 | 53493 | MSCI EMRG CHN |
| DEERE & CO | 114 | 53075 | COM |
| ISHARES TR | 561 | 52959 | MORNINGSTAR VALU |
| VANGUARD CHARLOTTE FDS | 1088 | 52573 | TOTAL INT BD ETF |
| ADVANCED MICRO DEVICES INC | 244 | 52256 | COM |
| GLOBAL X FDS | 1093 | 49684 | GENOMICS AND BIO |
| AT&T INC | 2000 | 49680 | COM |
| ASML HOLDING N V | 45 | 48249 | N Y REGISTRY SHS |
| SCHWAB STRATEGIC TR | 1999 | 48055 | INTL EQTY ETF |
| XAI OCTAGN FLT RAT & ALT INM | 10000 | 48000 | COM |
| ISHARES TR | 678 | 47067 | CORE DIV GRWTH |
| ALLIANCE RESOURCE PARTNERS L | 2000 | 46460 | UT LTD PART |
| SPROTT ASSET MANAGEMENT LP | 1000 | 45800 | PHYSICAL GOLD AN |
| WISDOMTREE TR | 924 | 44962 | ITL HDG QTLY DIV |
| PROSHARES TR | 852 | 44906 | ULTRAPRO QQQ |
| FIDELITY COVINGTON TRUST | 1150 | 44804 | ENHANCED LARGE |
| ISHARES TR | 619 | 44176 | EAFE VALUE ETF |
| INVESCO EXCHANGE TRADED FD T | 955 | 43463 | S&P500 EQL TEC |
| J P MORGAN EXCHANGE TRADED F | 750 | 42930 | EQUITY PREMIUM |
| BLACKSTONE INC | 278 | 42851 | COM |
| GE VERNOVA INC | 65 | 42654 | COM |
| CATERPILLAR INC | 74 | 42624 | COM |
| PACER FDS TR | 1000 | 42480 | METAURUS CAP 400 |
| NEW JERSEY RES CORP | 900 | 41508 | COM |
| NEXTERA ENERGY INC | 510 | 40943 | COM |
| ISHARES TR | 161 | 40300 | MSCI USA MMENTM |
| NUVEEN CR STRATEGIES INCOME | 8000 | 40160 | COM SHS |
| J P MORGAN EXCHANGE TRADED F | 750 | 37943 | ULTRA SHRT ETF |
| DIREXION SHS ETF TR | 319 | 37580 | DAILY NVDA 2X SH |
| YUM BRANDS INC | 246 | 37178 | COM |
| ISHARES TR | 460 | 36755 | MRGSTR MD CP GRW |
| UNION PAC CORP | 158 | 36549 | COM |
| WASTE MGMT INC DEL | 166 | 36472 | COM |
| NVIDIA CORPORATION | 187 | 34809 | COM |
| ISHARES TR | 490 | 34781 | CORE MSCI EURO |
| DIREXION SHS ETF TR | 618 | 33814 | DAILY AMD BULL |
| ISHARES TR | 315 | 33293 | EXPANDED TECH |
| ISHARES TR | 367 | 31063 | CORE MSCI TOTAL |
| SELECT SECTOR SPDR TR | 200 | 30960 | STATE STREET HEA |
| INVESCO EXCHANGE TRADED FD T | 520 | 30826 | S&P 500 TOP 50 |
| FS KKR CAP CORP | 2078 | 30776 | COM |
| BLUE OWL CAPITAL INC | 2000 | 29880 | COM CL A |
| SPDR DOW JONES INDL AVERAGE | 62 | 29796 | UT SER 1 |
| LAM RESEARCH CORP | 163 | 27920 | COM NEW |
| NOVO-NORDISK A S | 549 | 27917 | ADR |
| SALESFORCE INC | 105 | 27853 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 174 | 27819 | COM SHS |
| EQT CORP | 500 | 26800 | COM |
| DIREXION SHS ETF TR | 121 | 26781 | DRX S&P500BULL |
| VANGUARD INTL EQUITY INDEX F | 189 | 26661 | TT WRLD ST ETF |
| ISHARES TR | 206 | 26560 | U.S. FINLS ETF |
| FREEPORT-MCMORAN INC | 508 | 25822 | CL B |
| TRANE TECHNOLOGIES PLC | 66 | 25760 | SHS |
| VANGUARD WORLD FD | 65 | 25605 | CONSUM DIS ETF |
| ISHARES TR | 145 | 24352 | CORE S&P US GWT |
| KEYCORP | 1098 | 22663 | COM |
| GLOBAL X FDS | 750 | 22073 | FINTECH ETF |
| WELLS FARGO CO NEW | 233 | 21716 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 492 | 21471 | SHS CREATION UNI |
| SPDR INDEX SHS FDS | 325 | 20927 | EURO STOXX 50 |
| FIDELITY COVINGTON TRUST | 274 | 20749 | QLTY FCTOR ETF |
| IRON MTN INC DEL | 250 | 20738 | COM |
| ISHARES TR | 155 | 20397 | S&P MC 400VL ETF |
| BP PLC | 568 | 19727 | SPONSORED ADR |
| RESEARCH FRONTIERS INC | 15000 | 19650 | COM |
| SCHWAB STRATEGIC TR | 651 | 19576 | US MID-CAP ETF |
| VANGUARD SCOTTSDALE FDS | 331 | 19464 | SHORT TERM TREAS |
| VANGUARD ADMIRAL FDS INC | 43 | 19118 | 500 GRTH IDX F |
| TCW ETF TRUST | 232 | 18612 | TRANSFRM 500 ETF |
| THERMO FISHER SCIENTIFIC INC | 32 | 18543 | COM |
| SPDR INDEX SHS FDS | 204 | 18507 | MSCI EAFE STRTGC |
| ISHARES TR | 429 | 17988 | GLOBAL ENERG ETF |
| ROCKET COS INC | 923 | 17866 | COM CL A |
| DIREXION SHS ETF TR | 425 | 17863 | DLY SCOND 3XBU |
| MONDELEZ INTL INC | 325 | 17495 | CL A |
| INTUIT | 26 | 17286 | COM |
| WOODWARD INC | 55 | 16724 | COM |
| XPO INC | 119 | 16174 | COM |
| ISHARES TR | 113 | 15939 | RUS MDCP VAL ETF |
| ISHARES TR | 75 | 15906 | S&P 500 VAL ETF |
| APPLIED MATLS INC | 61 | 15677 | COM |
| MARATHON PETE CORP | 96 | 15613 | COM |
| VANGUARD INDEX FDS | 73 | 15266 | EXTEND MKT ETF |
| AGNICO EAGLE MINES LTD | 87 | 14750 | COM |
| WARNER BROS DISCOVERY INC | 483 | 13921 | COM SER A |
| LOEWS CORP | 132 | 13901 | COM |
| FIRST TR EXCHANGE TRADED FD | 192 | 13719 | NASDAQ CYB ETF |
| VANGUARD WORLD FD | 97 | 13693 | MEGA CAP VAL ETF |
| UNITEDHEALTH GROUP INC | 41 | 13535 | COM |
| RTX CORPORATION | 73 | 13472 | COM |
| THEMES ETF TR | 567 | 13472 | LEVERAGE SHARES |
| ISHARES TR | 74 | 13274 | US BR DEL SE ETF |
| AMERICAN CENTY ETF TR | 127 | 12952 | US SML CP VALU |
| FIRST TR EXCHANGE-TRADED FD | 46 | 12383 | DJ INTERNT IDX |
| NETFLIX INC | 130 | 12189 | COM |
| ISHARES TR | 124 | 12078 | GLOB HLTHCRE ETF |
| SHELL PLC | 162 | 11877 | SPON ADS |
| INVESCO EXCHANGE TRADED FD T | 220 | 11869 | NASDAQ INTERNT |
| DIGITALOCEAN HLDGS INC | 245 | 11790 | COM |
| TJX COS INC NEW | 74 | 11368 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 371 | 10964 | SHS CREATION UNI |
| CAPITAL GRP FIXED INCM ETF T | 421 | 10728 | MUNICIPAL HIGH I |
| BOOKING HOLDINGS INC | 2 | 10711 | COM |
| PITNEY BOWES INC | 1000 | 10570 | COM |
| AMERICAN EXPRESS CO | 28 | 10359 | COM |
| CROWDSTRIKE HLDGS INC | 22 | 10313 | CL A |
| SOLSTICE ADVANCED MATLS INC | 211 | 10251 | COM SHS |
| FIDELITY COVINGTON TRUST | 118 | 9897 | MOMENTUM FACTR |
| CORTEVA INC | 141 | 9452 | COM |
| MSC INCOME FUND INC | 716 | 9409 | COM |
| METALLA RTY & STREAMING LTD | 1200 | 9336 | COM NEW |
| GILEAD SCIENCES INC | 76 | 9329 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 257 | 9160 | SHS ETF |
| AMERICAN FINL GROUP INC OHIO | 65 | 8874 | COM |
| ISHARES TR | 71 | 8752 | S&P 500 GRWT ETF |
| LYONDELLBASELL INDUSTRIES N | 200 | 8660 | SHS - A - |
| CISCO SYS INC | 112 | 8628 | COM |
| VANGUARD SCOTTSDALE FDS | 70 | 8556 | VNG RUS1000GRW |
| BANCO SANTANDER SA | 676 | 7930 | ADR |
| ISHARES TR | 205 | 7604 | MSCI EURO FL ETF |
| LOCKHEED MARTIN CORP | 15 | 7256 | COM |
| QUALCOMM INC | 41 | 7014 | COM |
| ACCENTURE PLC IRELAND | 26 | 6976 | SHS CLASS A |
| AMERICAN WTR WKS CO INC NEW | 51 | 6720 | COM |
| DIMENSIONAL ETF TRUST | 206 | 6707 | EMGR CRE EQT MNG |
| ISHARES TR | 102 | 6340 | U.S. MED DVC ETF |
| CARRIER GLOBAL CORPORATION | 116 | 6130 | COM |
| ING GROEP N.V. | 209 | 5852 | SPONSORED ADR |
| QNITY ELECTRONICS INC | 70 | 5716 | COMMON STOCK |
| DUPONT DE NEMOURS INC | 141 | 5669 | COM |
| PAYCHEX INC | 50 | 5609 | COM |
| INGERSOLL RAND INC | 64 | 5071 | COM |
| PACCAR INC | 43 | 4709 | COM |
| ISHARES TR | 41 | 4671 | EAFE GRWTH ETF |
| BITWISE 10 CRYPTO INDEX ETF | 79 | 4643 | UNIT BENEFICIAL |
| STRYKER CORPORATION | 13 | 4570 | COM |
| CSX CORP | 123 | 4459 | COM |
| ISHARES TR | 46 | 4446 | GLOBAL MATER ETF |
| ISHARES TR | 107 | 4437 | ESG AWARE 80/20 |
| TOTALENERGIES SE | 63 | 4122 | ACT |
| ISHARES TR | 37 | 3794 | CORE S&P US VLU |
| MERCK & CO INC | 35 | 3685 | COM |
| DANAHER CORPORATION | 16 | 3663 | COM |
| HONDA MOTOR LTD | 123 | 3627 | ADR ECH CNV IN 3 |
| EATON CORP PLC | 11 | 3504 | SHS |
| KYNDRYL HLDGS INC | 125 | 3320 | COMMON STOCK |
| DOW INC | 141 | 3297 | COM |
| SCHWAB STRATEGIC TR | 101 | 3183 | FUNDAMENTAL US S |
| ISHARES TR | 65 | 3081 | CORE 40/60 MODER |
| DEFI TECHNOLOGIES INC | 3802 | 2870 | COM |
| ISHARES TR | 8 | 2608 | RUS 2000 GRW ETF |
| BJS WHSL CLUB HLDGS INC | 23 | 2071 | COM |
| CONOCOPHILLIPS | 22 | 2060 | COM |
| ISHARES TR | 53 | 1801 | LIFEPATH TGT2035 |
| EDWARDS LIFESCIENCES CORP | 21 | 1791 | COM |
| GARTNER INC | 5 | 1262 | COM |
| J P MORGAN EXCHANGE TRADED F | 10 | 1234 | BETABUILDRS US |
| J P MORGAN EXCHANGE TRADED F | 10 | 724 | BETABUILDERS I |
| HOWMET AEROSPACE INC | 3 | 702 | COM |
| J P MORGAN EXCHANGE TRADED F | 9 | 610 | GLOBAL SEL EQUIT |
| SERVICENOW INC | 2 | 376 | COM |
| DISNEY WALT CO | 2 | 259 | COM |
| CBRE GROUP INC | 1 | 203 | CL A |
| J P MORGAN EXCHANGE TRADED F | 4 | 186 | BETABUILDERS USD |
| J P MORGAN EXCHANGE TRADED F | 2 | 181 | U S TECH LEADERS |
| ISHARES INC | 3 | 162 | MSCI CDA ETF |
| J P MORGAN EXCHANGE TRADED F | 2 | 161 | JPMORGAN INTL VL |
| J P MORGAN EXCHANGE TRADED F | 2 | 147 | INTERNL GWT |
| VANGUARD MALVERN FDS | 1 | 34 | STRM INFPROIDX |
| SOUNDHOUND AI INC | 3 | 27 | CLASS A COM |
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