Modera Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Modera Wealth Management, LLC held in its portfolio 500 assets valued at $8,644,958,943 (i.e. $8.65B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($583.87M), VANGUARD TAX-MANAGED FDS ($343.94M), and VANGUARD SPECIALIZED FUNDS ($340.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Modera Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 1196788 | 583865101 | GROWTH ETF |
| VANGUARD TAX-MANAGED FDS | 5505632 | 343936861 | VAN FTSE DEV MKT |
| VANGUARD SPECIALIZED FUNDS | 1550778 | 340829893 | DIV APP ETF |
| VANGUARD INDEX FDS | 1703688 | 325387378 | VALUE ETF |
| ISHARES TR | 3503868 | 313456066 | CORE MSCI EAFE |
| ISHARES TR | 2279268 | 233374233 | 0-5 YR TIPS ETF |
| APPLE INC | 813044 | 221034249 | COM |
| AMERICAN CENTY ETF TR | 2079518 | 195412297 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 4848102 | 191936374 | US CORE EQUITY 2 |
| MICROSOFT CORP | 387674 | 187486996 | COM |
| ISHARES TR | 258467 | 177034719 | CORE S&P500 ETF |
| ISHARES TR | 1410349 | 169495686 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 3302400 | 154552334 | US CORE EQT MKT |
| ISHARES TR | 270362 | 127962445 | RUS 1000 GRW ETF |
| ISHARES TR | 1193892 | 122421678 | CORE S&P US VLU |
| BROADCOM INC | 338721 | 117231347 | COM |
| ALPHABET INC | 367894 | 115445272 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 2279761 | 113760087 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 994213 | 111133112 | US EQT ETF |
| ISHARES TR | 1494583 | 106728171 | EAFE VALUE ETF |
| DIMENSIONAL ETF TRUST | 2194706 | 102251354 | US MKTWIDE VALUE |
| ISHARES INC | 1366297 | 91842479 | CORE MSCI EMKT |
| VANGUARD INTL EQUITY INDEX F | 1688228 | 90759120 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 2660446 | 87502077 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 1136110 | 84265281 | US EQUITY MARKET |
| ISHARES TR | 739155 | 84056691 | SP SMCP600VL ETF |
| ISHARES TR | 656924 | 80972460 | S&P 500 GRWT ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 256958 | 78086858 | SPONSORED ADS |
| ISHARES TR | 364779 | 76727650 | RUS 1000 VAL ETF |
| SPDR SERIES TRUST | 1201419 | 75327259 | STATE STREET SPD |
| VANGUARD INDEX FDS | 347369 | 73569210 | SM CP VAL ETF |
| VANGUARD SCOTTSDALE FDS | 913153 | 72805704 | SHRT TRM CORP BD |
| ISHARES TR | 916255 | 71037227 | EAFE SML CP ETF |
| JPMORGAN CHASE & CO. | 215461 | 69425726 | COM |
| LOWES COS INC | 276580 | 66700033 | COM |
| SPDR S&P 500 ETF TR | 96613 | 65882052 | TR UNIT |
| BLACKROCK INC | 57075 | 61089553 | COM |
| VANGUARD SCOTTSDALE FDS | 492572 | 59970674 | VNG RUS1000GRW |
| CISCO SYS INC | 763792 | 58834866 | COM |
| ISHARES TR | 347160 | 58301974 | CORE S&P US GWT |
| VANGUARD INDEX FDS | 170887 | 57293323 | TOTAL STK MKT |
| AMAZON COM INC | 241287 | 55693888 | COM |
| ISHARES TR | 798240 | 52683817 | CORE S&P MCP ETF |
| ISHARES TR | 540345 | 51889367 | MSCI EAFE ETF |
| ELI LILLY & CO | 48104 | 51696543 | COM |
| DIMENSIONAL ETF TRUST | 1622821 | 51386632 | INTL HIGH PROFIT |
| BERKSHIRE HATHAWAY INC DEL | 96547 | 48529158 | CL B NEW |
| VISA INC | 130484 | 45761972 | COM CL A |
| JOHNSON & JOHNSON | 220166 | 45563267 | COM |
| DIMENSIONAL ETF TRUST | 743398 | 44261922 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 1496412 | 40268451 | US LRG CAP ETF |
| ISHARES TR | 162268 | 39943994 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 518222 | 36104522 | US SMALL CAP ETF |
| VANGUARD BD INDEX FDS | 451853 | 35190301 | INTERMED TERM |
| AMGEN INC | 102431 | 33526773 | COM |
| WILLIAMS SONOMA INC | 184739 | 32992601 | COM |
| J P MORGAN EXCHANGE TRADED F | 264562 | 32791271 | JPMORGAN DIVER |
| ISHARES TR | 1299166 | 32414184 | GLOBAL REIT ETF |
| VANGUARD MUN BD FDS | 641037 | 32237773 | TAX EXEMPT BD |
| AMERICAN CENTY ETF TR | 385965 | 31772602 | INTL EQT ETF |
| PNC FINL SVCS GROUP INC | 151188 | 31557539 | COM |
| SCHWAB STRATEGIC TR | 965303 | 31488172 | US LCAP GR ETF |
| ALPHABET INC | 98563 | 30850337 | CAP STK CL A |
| HOME DEPOT INC | 81905 | 28183620 | COM |
| VANGUARD INDEX FDS | 108819 | 28069780 | SMALL CP ETF |
| ISHARES TR | 293530 | 27949929 | MBS ETF |
| ISHARES TR | 252622 | 26954809 | SHRT NAT MUN ETF |
| EMERSON ELEC CO | 200806 | 26650973 | COM |
| ISHARES TR | 510075 | 25508862 | CORE INTL AGGR |
| ISHARES TR | 67985 | 25388224 | RUS 1000 ETF |
| AUTOMATIC DATA PROCESSING IN | 95263 | 24504532 | COM |
| ISHARES TR | 132971 | 24095731 | RUS 2000 VAL ETF |
| ISHARES TR | 215092 | 23038523 | NATIONAL MUN ETF |
| WALMART INC | 201153 | 22410415 | COM |
| SCHWAB STRATEGIC TR | 728909 | 21918281 | US MID-CAP ETF |
| PEPSICO INC | 149557 | 21464451 | COM |
| NVIDIA CORPORATION | 111193 | 20737570 | COM |
| PROCTER AND GAMBLE CO | 142685 | 20448228 | COM |
| OMNICOM GROUP INC | 252160 | 20361932 | COM |
| VANGUARD INDEX FDS | 69147 | 20067806 | MID CAP ETF |
| DIMENSIONAL ETF TRUST | 615473 | 20045955 | EMGR CRE EQT MNG |
| SCHWAB STRATEGIC TR | 750864 | 19890381 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 523119 | 19878531 | INTL SMALL CAP V |
| ISHARES TR | 388938 | 19781364 | FLTG RATE NT ETF |
| VANGUARD BD INDEX FDS | 247525 | 19507473 | SHORT TRM BOND |
| ORACLE CORP | 99852 | 19462068 | COM |
| ISHARES TR | 191523 | 19129348 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 28792 | 18056256 | S&P 500 ETF SHS |
| DOVER CORP | 90629 | 17694420 | COM |
| VANGUARD SCOTTSDALE FDS | 210752 | 17650488 | INT-TERM CORP |
| VANGUARD BD INDEX FDS | 237546 | 17595025 | TOTAL BND MRKT |
| NOVO-NORDISK A S | 342482 | 17425508 | ADR |
| VANGUARD WORLD FD | 67888 | 17051475 | MEGA CAP INDEX |
| ABBVIE INC | 73685 | 16836216 | COM |
| BERKSHIRE HATHAWAY INC DEL | 22 | 16605600 | CL A |
| ISHARES TR | 75089 | 15924074 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 480925 | 15740690 | WORLD EX US CORE |
| LOCKHEED MARTIN CORP | 32405 | 15673106 | COM |
| VANGUARD INDEX FDS | 51135 | 15448255 | SML CP GRW ETF |
| STRYKER CORPORATION | 43187 | 15179009 | COM |
| VANGUARD INDEX FDS | 83015 | 14724297 | MCAP VL IDXVIP |
| SCHWAB CHARLES CORP | 146479 | 14634725 | COM |
| ISHARES TR | 149544 | 14220139 | ESG AW MSCI EAFE |
| AMERICAN CENTY ETF TR | 178282 | 13731286 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 353507 | 13472156 | INTL CORE EQT MK |
| LAM RESEARCH CORP | 77175 | 13210880 | COM NEW |
| ABBOTT LABS | 105304 | 13193601 | COM |
| ISHARES TR | 286275 | 13162912 | ESG AWARE MSCI |
| COCA COLA CO | 175293 | 12254753 | COM |
| ISHARES TR | 480687 | 12132540 | ESG AWRE 1 5 YR |
| UNILEVER PLC | 185328 | 12120452 | SPON ADR NEW |
| VANGUARD INTL EQUITY INDEX F | 84544 | 12117732 | FTSE SMCAP ETF |
| AVADEL PHARMACEUTICALS PLC | 558972 | 12045847 | COM SHS |
| ASML HOLDING N V | 11059 | 11831394 | N Y REGISTRY SHS |
| STARBUCKS CORP | 139383 | 11737463 | COM |
| TRUIST FINL CORP | 236164 | 11621654 | COM |
| SPDR INDEX SHS FDS | 260131 | 11552426 | PORTFOLIO DEVLPD |
| TARGET CORP | 117551 | 11490625 | COM |
| ELEVANCE HEALTH INC FORMERLY | 31319 | 10978947 | COM |
| HUBBELL INC | 24537 | 10897261 | COM |
| DISNEY WALT CO | 95404 | 10854149 | COM |
| APPLIED MATLS INC | 41572 | 10683560 | COM |
| UNITED PARCEL SERVICE INC | 107010 | 10614283 | CL B |
| VANGUARD WORLD FD | 73514 | 10377233 | MEGA CAP VAL ETF |
| DIMENSIONAL ETF TRUST | 187890 | 10159213 | GLOBAL CORE PLUS |
| TORONTO DOMINION BK ONT | 107623 | 10138055 | COM NEW |
| VANGUARD INDEX FDS | 114317 | 10115921 | REAL ESTATE ETF |
| MCDONALDS CORP | 32882 | 10049737 | COM |
| RTX CORPORATION | 53617 | 9833284 | COM |
| VERTEX PHARMACEUTICALS INC | 21275 | 9645008 | COM |
| INVESCO EXCHANGE TRADED FD T | 50038 | 9585372 | S&P500 EQL WGT |
| ISHARES INC | 148620 | 9517625 | MSCI EMERG MRKT |
| SPDR INDEX SHS FDS | 207814 | 9355780 | DJ GLB RL ES ETF |
| VANGUARD WORLD FD | 145425 | 9253393 | ESG US CORP BD |
| DIMENSIONAL ETF TRUST | 207709 | 8840090 | CORE FIXED INCOM |
| EXXON MOBIL CORP | 72695 | 8748103 | COM |
| INVESCO QQQ TR | 14200 | 8723359 | UNIT SER 1 |
| SYSCO CORP | 117571 | 8663841 | COM |
| FEDEX CORP | 29617 | 8555275 | COM |
| ISHARES TR | 57190 | 8520167 | ESG AWR MSCI USA |
| INTERCONTINENTAL EXCHANGE IN | 51720 | 8376604 | COM |
| ISHARES TR | 54452 | 8096490 | CORE S&P TTL STK |
| ISHARES TR | 24432 | 7891886 | RUS 2000 GRW ETF |
| FORTINET INC | 98132 | 7792663 | COM |
| VANGUARD WHITEHALL FDS | 53458 | 7672290 | HIGH DIV YLD |
| AFLAC INC | 68928 | 7600715 | COM |
| COLGATE PALMOLIVE CO | 95548 | 7550190 | COM |
| MASTERCARD INCORPORATED | 13085 | 7469986 | CL A |
| VANGUARD CHARLOTTE FDS | 154072 | 7444753 | TOTAL INT BD ETF |
| META PLATFORMS INC | 11128 | 7345779 | CL A |
| VANGUARD WORLD FD | 9519 | 7175241 | INF TECH ETF |
| ISHARES TR | 52385 | 7173559 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 292678 | 7035975 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 22350 | 7035810 | LARGE CAP ETF |
| SALESFORCE INC | 26106 | 6915824 | COM |
| AMERICAN EXPRESS CO | 18680 | 6910798 | COM |
| ISHARES TR | 71691 | 6901696 | RUS MID CAP ETF |
| SPDR GOLD TR | 17358 | 6879149 | GOLD SHS |
| ADOBE INC | 19416 | 6795358 | COM |
| ISHARES TR | 47926 | 6759962 | RUS MDCP VAL ETF |
| ISHARES INC | 152561 | 6738620 | ESG AWR MSCI EM |
| INTERNATIONAL BUSINESS MACHS | 22564 | 6683720 | COM |
| TESLA INC | 14009 | 6300327 | COM |
| DIMENSIONAL ETF TRUST | 176908 | 6052027 | US LARGE CAP VAL |
| WISDOMTREE TR | 116941 | 6034150 | US MIDCAP DIVID |
| PROFESIONALLY MANAGED PORTFO | 91122 | 5969403 | AKRE FOCUS ETF |
| MCKESSON CORP | 7256 | 5951967 | COM |
| SEI INVTS CO | 70610 | 5791401 | COM |
| OTIS WORLDWIDE CORP | 65656 | 5735010 | COM |
| SPDR INDEX SHS FDS | 137927 | 5635695 | S&P INTL SMLCP |
| COSTCO WHSL CORP NEW | 6394 | 5514029 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 9118 | 5500717 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 188156 | 5358675 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 210832 | 5249717 | 1 5YR CORP BD |
| JACOBS SOLUTIONS INC | 39424 | 5222104 | COM |
| VANGUARD STAR FDS | 69207 | 5220952 | VG TL INTL STK F |
| REGENERON PHARMACEUTICALS | 6759 | 5216686 | COM |
| ISHARES GOLD TR | 64032 | 5197478 | ISHARES NEW |
| VANGUARD BD INDEX FDS | 101386 | 5053092 | VANGUARD ULTRA |
| HUNTINGTON BANCSHARES INC | 290679 | 5043284 | COM |
| RIO TINTO PLC | 60355 | 4830192 | SPONSORED ADR |
| CHEVRON CORP NEW | 31354 | 4778616 | COM |
| AON PLC | 13265 | 4681012 | SHS CL A |
| ISHARES TR | 85129 | 4657401 | MSCI EMG MKT ETF |
| MERCK & CO INC | 44115 | 4643532 | COM |
| NORTHROP GRUMMAN CORP | 8056 | 4593453 | COM |
| VANGUARD INTL EQUITY INDEX F | 32435 | 4575335 | TT WRLD ST ETF |
| BOOKING HOLDINGS INC | 841 | 4505922 | COM |
| AGILENT TECHNOLOGIES INC | 32897 | 4476333 | COM |
| VANGUARD WHITEHALL FDS | 65032 | 4385095 | EM MK GOV BD ETF |
| HENRY JACK & ASSOC INC | 23599 | 4306295 | COM |
| NUTRIEN LTD | 69352 | 4280424 | COM |
| ISHARES TR | 43541 | 4186903 | 7-10 YR TRSY BD |
| BANK AMERICA CORP | 75947 | 4177105 | COM |
| MONDELEZ INTL INC | 77084 | 4149410 | CL A |
| ISHARES TR | 42937 | 4134006 | JPMORGAN USD EMG |
| UNITEDHEALTH GROUP INC | 12334 | 4071711 | COM |
| CATERPILLAR INC | 7076 | 4053443 | COM |
| PAYPAL HLDGS INC | 69323 | 4047086 | COM |
| STMICROELECTRONICS N V | 155790 | 4041192 | NY REGISTRY |
| ISHARES TR | 29946 | 3940623 | S&P MC 400VL ETF |
| PHILIP MORRIS INTL INC | 24175 | 3877719 | COM |
| IQVIA HLDGS INC | 17162 | 3868487 | COM |
| ISHARES TR | 33983 | 3735072 | TIPS BD ETF |
| SCHWAB STRATEGIC TR | 125498 | 3715985 | US LCAP VA ETF |
| GOLDMAN SACHS GROUP INC | 4212 | 3702105 | COM |
| ZOETIS INC | 28926 | 3639441 | CL A |
| VANGUARD WORLD FD | 29060 | 3515142 | ESG US STK ETF |
| NEXTERA ENERGY INC | 43760 | 3513073 | COM |
| WARNER MUSIC GROUP CORP | 113753 | 3488811 | COM CL A |
| DIMENSIONAL ETF TRUST | 70743 | 3407674 | NATL MUN BD ETF |
| PALANTIR TECHNOLOGIES INC | 19133 | 3400875 | CL A |
| DUKE ENERGY CORP NEW | 28214 | 3306905 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 35560 | 3282231 | VNG RUS1000VAL |
| J P MORGAN EXCHANGE TRADED F | 64378 | 3243377 | SUSTAINABLE MUNI |
| COMCAST CORP NEW | 107911 | 3225463 | CL A |
| GENERAL DYNAMICS CORP | 9580 | 3225120 | COM |
| LOGITECH INTL S A | 31776 | 3184591 | SHS |
| GE AEROSPACE | 10206 | 3143639 | COM NEW |
| CVS HEALTH CORP | 39080 | 3101418 | COM |
| GLOBAL PMTS INC | 39915 | 3089385 | COM |
| BLACKSTONE INC | 19628 | 3025531 | COM |
| GENUINE PARTS CO | 24551 | 3018787 | COM |
| DEERE & CO | 6279 | 2923287 | COM |
| INFOSYS LTD | 158516 | 2824756 | SPONSORED ADR |
| THERMO FISHER SCIENTIFIC INC | 4780 | 2769561 | COM |
| INTEL CORP | 74966 | 2766230 | COM |
| UNION PAC CORP | 11648 | 2694399 | COM |
| ELECTRONIC ARTS INC | 13125 | 2681838 | COM |
| VANGUARD MALVERN FDS | 53211 | 2631810 | STRM INFPROIDX |
| QUALCOMM INC | 15349 | 2625448 | COM |
| DIMENSIONAL ETF TRUST | 34013 | 2504374 | US CORE EQUITY 1 |
| WISDOMTREE TR | 35094 | 2486761 | US LARGECAP FUND |
| ISHARES TR | 18986 | 2445967 | ESG MSCI KLD 400 |
| ISHARES TR | 50947 | 2437814 | ESG AWR US AGRGT |
| CME GROUP INC | 8886 | 2426653 | COM |
| ISHARES TR | 6229 | 2409854 | RUSSELL 3000 ETF |
| SELECT SECTOR SPDR TR | 56216 | 2399862 | STATE STREET UTI |
| SCHWAB STRATEGIC TR | 88367 | 2317865 | US BRD MKT ETF |
| AIR PRODS & CHEMS INC | 9306 | 2298769 | COM |
| ALIGN TECHNOLOGY INC | 14394 | 2247572 | COM |
| SPDR INDEX SHS FDS | 47565 | 2226504 | PORTFOLIO EMG MK |
| HONEYWELL INTL INC | 11334 | 2211118 | COM |
| NORFOLK SOUTHN CORP | 7656 | 2210342 | COM |
| ACCENTURE PLC IRELAND | 8222 | 2205979 | SHS CLASS A |
| SCHWAB STRATEGIC TR | 47095 | 2144236 | INTL SCEQT ETF |
| CANADIAN NATL RY CO | 21350 | 2110448 | COM |
| VANGUARD INTL EQUITY INDEX F | 28586 | 2102806 | ALLWRLD EX US |
| NUSHARES ETF TR | 46882 | 2093284 | NUVEEN ESG SMLCP |
| DIREXION SHS ETF TR | 81000 | 2059020 | 7 10YR TRES BULL |
| SELECT SECTOR SPDR TR | 14159 | 2038500 | STATE STREET TEC |
| SBA COMMUNICATIONS CORP NEW | 10450 | 2021269 | CL A |
| CORNING INC | 22997 | 2013617 | COM |
| NETFLIX INC | 21193 | 1987019 | COM |
| SELECT SECTOR SPDR TR | 12616 | 1956924 | STATE STREET IND |
| J P MORGAN EXCHANGE TRADED F | 41975 | 1943023 | INCOME ETF |
| VANGUARD ADMIRAL FDS INC | 9431 | 1932036 | 500 VAL IDX FD |
| ISHARES TR | 83538 | 1877099 | IBONDS 27 TRM TS |
| WISDOMTREE TR | 54737 | 1830963 | US SMALLCAP DIVD |
| WELLS FARGO CO NEW | 19624 | 1828966 | COM |
| 3M CO | 11393 | 1824073 | COM |
| SCHWAB STRATEGIC TR | 87029 | 1818039 | US REIT ETF |
| INTUIT | 2660 | 1761723 | COM |
| INVESCO EXCHANGE TRADED FD T | 35902 | 1684519 | RAFI US 1000 ETF |
| CROWDSTRIKE HLDGS INC | 3564 | 1670603 | CL A |
| DANAHER CORPORATION | 7297 | 1670369 | COM |
| DIMENSIONAL ETF TRUST | 38401 | 1667756 | US SUSTAINABILTY |
| JEFFERIES FINL GROUP INC | 26277 | 1628385 | COM |
| ISHARES TR | 70392 | 1610218 | IBONDS 26 TRM TS |
| LOEWS CORP | 15274 | 1608505 | COM |
| NUCOR CORP | 9833 | 1603928 | COM |
| PFIZER INC | 64216 | 1598986 | COM |
| ISHARES TR | 11251 | 1588255 | S&P SML 600 GWT |
| AMERICAN CENTY ETF TR | 15485 | 1579166 | US SML CP VALU |
| KINDER MORGAN INC DEL | 57111 | 1569982 | COM |
| GE VERNOVA INC | 2397 | 1566896 | COM |
| DIMENSIONAL ETF TRUST | 32641 | 1565136 | SHORT DURATION F |
| SPDR DOW JONES INDL AVERAGE | 3185 | 1530660 | UT SER 1 |
| VANGUARD ADMIRAL FDS INC | 3421 | 1521092 | 500 GRTH IDX F |
| SCHWAB STRATEGIC TR | 45229 | 1481255 | EMRG MKTEQ ETF |
| MARRIOTT INTL INC NEW | 4747 | 1472750 | CL A |
| ISHARES TR | 34684 | 1438693 | INTERNATIONAL SL |
| AT&T INC | 57696 | 1433176 | COM |
| HOLOGIC INC | 19179 | 1428635 | COM |
| MORGAN STANLEY | 8021 | 1423905 | COM NEW |
| ROYAL BK CDA | 8339 | 1421717 | COM |
| TJX COS INC NEW | 9087 | 1395875 | COM |
| PRUDENTIAL FINL INC | 12339 | 1392870 | COM |
| TEXAS INSTRS INC | 7927 | 1375253 | COM |
| PAYCOM SOFTWARE INC | 8557 | 1363590 | COM |
| ILLINOIS TOOL WKS INC | 5486 | 1351202 | COM |
| CORTEVA INC | 19682 | 1319299 | COM |
| CAPITAL ONE FINL CORP | 5417 | 1312760 | COM |
| ETSY INC | 23587 | 1307664 | COM |
| MICRON TECHNOLOGY INC | 4514 | 1288384 | COM |
| L3HARRIS TECHNOLOGIES INC | 4322 | 1268794 | COM |
| CONSOLIDATED EDISON INC | 12592 | 1250607 | COM |
| FIRST TR EXCHANGE-TRADED FD | 11503 | 1249668 | WTR ETF |
| MOTOROLA SOLUTIONS INC | 3256 | 1248079 | COM NEW |
| ALTRIA GROUP INC | 20792 | 1198839 | COM |
| EATON CORP PLC | 3696 | 1177186 | SHS |
| SCHWAB STRATEGIC TR | 50199 | 1173151 | US AGGREGATE B |
| FIDELITY MERRIMACK STR TR | 25289 | 1164312 | TOTAL BD ETF |
| BOEING CO | 5358 | 1163395 | COM |
| VANGUARD WORLD FD | 3979 | 1145262 | HEALTH CAR ETF |
| CARRIER GLOBAL CORPORATION | 21216 | 1121078 | COM |
| CUMMINS INC | 2196 | 1120705 | COM |
| ADVANCED MICRO DEVICES INC | 5206 | 1114895 | COM |
| DIMENSIONAL ETF TRUST | 32043 | 1104200 | INTL CORE EQUITY |
| VANGUARD WORLD FD | 15392 | 1102390 | ESG INTL STK ETF |
| BRISTOL-MYERS SQUIBB CO | 20329 | 1096572 | COM |
| VANGUARD WORLD FD | 5233 | 1086028 | MATERIALS ETF |
| SELECT SECTOR SPDR TR | 26120 | 1053942 | STATE STREET REA |
| ARISTA NETWORKS INC | 8016 | 1050355 | COM SHS |
| PIMCO ETF TR | 10635 | 1048346 | ENHANCD SHORT |
| ISHARES TR | 4109 | 1028524 | MSCI USA MMENTM |
| ISHARES TR | 6090 | 1027885 | ISHARES BIOTECH |
| ISHARES TR | 6513 | 1027046 | MICRO-CAP ETF |
| DIMENSIONAL ETF TRUST | 38061 | 1005576 | GLOBAL REAL EST |
| CONOCOPHILLIPS | 10740 | 1005410 | COM |
| HERSHEY CO | 5517 | 1004007 | COM |
| UNITED RENTALS INC | 1239 | 1003025 | COM |
| INVESCO EXCH TRADED FD TR II | 3925 | 992621 | NASDAQ 100 ETF |
| ISHARES TR | 9752 | 978906 | 0-3 MNTH TREASRY |
| VANGUARD WORLD FD | 2484 | 978498 | CONSUM DIS ETF |
| BECTON DICKINSON & CO | 5028 | 975854 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 11988 | 962609 | COM |
| DUPONT DE NEMOURS INC | 23672 | 951600 | COM |
| SAP SE | 3912 | 950321 | SPON ADR |
| SCHWAB STRATEGIC TR | 34304 | 940946 | US DIVIDEND EQ |
| QNITY ELECTRONICS INC | 11483 | 937589 | COMMON STOCK |
| ISHARES TR | 11257 | 932322 | 1 3 YR TREAS BD |
| CSX CORP | 25020 | 906993 | COM |
| ISHARES TR | 9311 | 902046 | S&P MC 400GR ETF |
| SOUTHERN CO | 10257 | 894410 | COM |
| FIDELITY COVINGTON TRUST | 24331 | 891046 | ENHANCED LARGE |
| QUANTUM COMPUTING INC | 85726 | 879549 | COM |
| DIMENSIONAL ETF TRUST | 20344 | 871639 | INTERNATIONAL |
| UFP INDUSTRIES INC | 9516 | 866432 | COM |
| DIMENSIONAL ETF TRUST | 22570 | 858338 | US HIGH PROFITAB |
| INVESCO ACTVELY MNGD ETC FD | 63710 | 844158 | OPTIMUM YIELD |
| PPL CORP | 24048 | 842161 | COM |
| ISHARES TR | 14009 | 835909 | SELECT US REIT |
| VANGUARD INDEX FDS | 2964 | 827460 | MCAP GR IDXVIP |
| ISHARES TR | 5542 | 821204 | US INDUSTRIALS |
| WISDOMTREE TR | 11879 | 816801 | INTL EQUITY FD |
| GOLDMAN SACHS ETF TR | 8124 | 811913 | ACCES TREASURY |
| AVANTOR INC | 70835 | 811775 | COM |
| AMERICAN CENTY ETF TR | 9402 | 807726 | AVANTIS ALL EQT |
| SCHWAB STRATEGIC TR | 17801 | 804788 | FUNDAMENTAL INTL |
| VANGUARD WORLD FD | 6384 | 803836 | ENERGY ETF |
| ISHARES TR | 5686 | 802523 | SELECT DIVID ETF |
| CONSTELLATION ENERGY CORP | 2271 | 802159 | COM |
| CITIGROUP INC | 6873 | 802057 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 17315 | 793707 | GLB EX US ETF |
| ISHARES TR | 3970 | 792730 | U.S. TECH ETF |
| ROSS STORES INC | 4337 | 781242 | COM |
| TELEDYNE TECHNOLOGIES INC | 1519 | 775799 | COM |
| ISHARES TR | 9200 | 774867 | MSCI GBL SUS DEV |
| WEST PHARMACEUTICAL SVSC INC | 2807 | 772318 | COM |
| VERIZON COMMUNICATIONS INC | 18824 | 766689 | COM |
| EBAY INC. | 8725 | 759989 | COM |
| INTUITIVE SURGICAL INC | 1339 | 758374 | COM NEW |
| ISHARES BITCOIN TRUST ETF | 15135 | 751453 | SHS BEN INT |
| WISDOMTREE TR | 13120 | 750968 | EMG MKTS SMCAP |
| VANGUARD WORLD FD | 3874 | 750123 | COMM SRVC ETF |
| YUM BRANDS INC | 4952 | 749095 | COM |
| NOVARTIS AG | 5398 | 744249 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 22396 | 737740 | INTL SMALL CAP E |
| WASTE MGMT INC DEL | 3339 | 733675 | COM |
| ISHARES TR | 18275 | 733376 | CORE 30/70 CONSE |
| FIDELITY COMWLTH TR | 7970 | 728458 | NASDAQ COMPSIT |
| VANGUARD SCOTTSDALE FDS | 2348 | 725714 | VNG RUS1000IDX |
| ISHARES TR | 5203 | 725013 | ESG OPTIMIZED |
| JOBY AVIATION INC | 54576 | 720404 | COMMON STOCK |
| ISHARES TR | 10248 | 711417 | CORE DIV GRWTH |
| TRAVELERS COMPANIES INC | 2428 | 704286 | COM |
| DIMENSIONAL ETF TRUST | 16906 | 701268 | EMERGING MARKETS |
| SHOPIFY INC | 4339 | 698449 | CL A SUB VTG SHS |
| WORLD GOLD TR | 8106 | 692010 | SPDR GLD MINIS |
| DIMENSIONAL ETF TRUST | 13196 | 683553 | GLOBAL SUSTAINA |
| DIMENSIONAL ETF TRUST | 20538 | 679396 | EMERGING MKTS CO |
| GENERAL MLS INC | 14589 | 678393 | COM |
| ISHARES TR | 17853 | 667613 | BROAD USD HIGH |
| SCHWAB STRATEGIC TR | 21100 | 664872 | FUNDAMENTAL US S |
| ISHARES TR | 5156 | 664764 | U.S. FINLS ETF |
| ISHARES TR | 10223 | 664592 | CORE 60/40 BALAN |
| VANGUARD INDEX FDS | 3174 | 663699 | EXTEND MKT ETF |
| ENBRIDGE INC | 13756 | 657950 | COM |
| MANAGER DIRECTED PORTFOLIOS | 63083 | 656064 | VERT GLB SUST RE |
| PAYCHEX INC | 5842 | 655359 | COM |
| VANGUARD SCOTTSDALE FDS | 13804 | 649886 | MTG-BKD SECS ETF |
| OCCIDENTAL PETE CORP | 15672 | 644452 | COM |
| ISHARES TR | 6849 | 643076 | U.S. REAL ES ETF |
| US BANCORP DEL | 11992 | 639896 | COM NEW |
| AMERICAN ELEC PWR CO INC | 5546 | 639469 | COM |
| MAGNUM ICE CREAM CO NV | 40159 | 636521 | ORD SHS |
| AMENTUM HOLDINGS INC | 21945 | 636405 | COM |
| PROSHARES TR | 8556 | 632736 | SP500 EX FINLS |
| DIAGEO PLC | 7326 | 632007 | SPON ADR NEW |
| WYNDHAM HOTELS & RESORTS INC | 8331 | 629491 | COM |
| ISHARES TR | 27964 | 625415 | IBONDS 28 TRM TS |
| FIRST BANCORP N C | 12227 | 621010 | COM |
| TOTALENERGIES SE | 9313 | 609233 | ACT |
| OREILLY AUTOMOTIVE INC | 6641 | 605735 | COM |
| AGNICO EAGLE MINES LTD | 3564 | 604205 | COM |
| VANGUARD SCOTTSDALE FDS | 10186 | 598215 | SHORT TERM TREAS |
| SELECT SECTOR SPDR TR | 10869 | 595311 | STATE STREET FIN |
| ISHARES TR | 1727 | 592262 | S&P 100 ETF |
| SPRINKLR INC | 75889 | 590417 | CL A |
| WISDOMTREE TR | 4093 | 590078 | JAPN HEDGE EQT |
| GILEAD SCIENCES INC | 4795 | 588574 | COM |
| AMERIPRISE FINL INC | 1196 | 586261 | COM |
| BANK NEW YORK MELLON CORP | 5041 | 585226 | COM |
| CHUBB LIMITED | 1867 | 582729 | COM |
| TE CONNECTIVITY PLC | 2550 | 580158 | ORD SHS |
| ISHARES TR | 6463 | 578789 | CORE 80/20 AGGRE |
| PALO ALTO NETWORKS INC | 3100 | 571109 | COM |
| ISHARES INC | 7799 | 566832 | MSCI EMRG CHN |
| QUANTA SVCS INC | 1343 | 566734 | COM |
| WSFS FINL CORP | 10219 | 564498 | COM |
| ENTERPRISE PRODS PARTNERS L | 17427 | 558712 | COM |
| UBER TECHNOLOGIES INC | 6666 | 544704 | COM |
| AMETEK INC | 2648 | 543559 | COM |
| INVESCO EXCH TRADED FD TR II | 7606 | 543195 | S&P500 LOW VOL |
| FVCBANKCORP INC | 38369 | 533711 | COM |
| WISDOMTREE TR | 6057 | 533501 | US LARGECAP DIVD |
| DIMENSIONAL ETF TRUST | 12833 | 533276 | INFLATION PROTE |
| VANECK ETF TRUST | 6209 | 532532 | GOLD MINERS ETF |
| DOW INC | 22765 | 532250 | COM |
| AUTOZONE INC | 156 | 530736 | COM |
| PHILLIPS 66 | 4093 | 528200 | COM |
| DOMINION ENERGY INC | 8879 | 520241 | COM |
| NIKE INC | 8030 | 511589 | CL B |
| NATERA INC | 2233 | 511558 | COM |
| ZIMMER BIOMET HOLDINGS INC | 5672 | 510023 | COM |
| ROCKWELL AUTOMATION INC | 1309 | 509421 | COM |
| LINDE PLC | 1189 | 506869 | SHS |
| ECOLAB INC | 1906 | 500364 | COM |
| INNOVATOR ETFS TRUST | 11531 | 500215 | US EQTY PWR BUF |
| PACKAGING CORP AMER | 2413 | 497633 | COM |
| ALLSTATE CORP | 2349 | 488841 | COM |
| SPDR INDEX SHS FDS | 11430 | 487416 | MSCI EMR MKT ETF |
| ISHARES TR | 4393 | 484120 | IBOXX INV CP ETF |
| VANGUARD SCOTTSDALE FDS | 2026 | 478128 | VNG RUS2000GRW |
| ISHARES SILVER TR | 7415 | 477675 | ISHARES |
| S&P GLOBAL INC | 894 | 467397 | COM |
| J P MORGAN EXCHANGE TRADED F | 8161 | 467157 | EQUITY PREMIUM |
| SELECT SECTOR SPDR TR | 2998 | 464152 | STATE STREET HEA |
| INNOVATOR ETFS TRUST | 13020 | 460238 | POWER BUFFER SET |
| SHELL PLC | 6227 | 457548 | SPON ADS |
| ISHARES TR | 3231 | 457155 | MSCI ACWI ETF |
| J P MORGAN EXCHANGE TRADED F | 7860 | 456824 | NASDAQ EQT PREM |
| INVESCO SR INCOME TR | 139356 | 455694 | COM |
| ISHARES TR | 5302 | 448736 | CORE MSCI TOTAL |
| BURKE HERBERT FINL SVCS CORP | 7200 | 448632 | COM |
| ISHARES TR | 4538 | 446993 | CONV BD ETF |
| SELECT SECTOR SPDR TR | 9989 | 446625 | STATE STREET ENE |
| EVERSOURCE ENERGY | 6625 | 446046 | COM |
| VANGUARD ADMIRAL FDS INC | 4006 | 444506 | SMLLCP 600 IDX |
| NB BANCORP INC | 22011 | 436259 | COM |
| OLD DOMINION FREIGHT LINE IN | 2765 | 433619 | COM |
| ISHARES TR | 4089 | 432167 | EXPANDED TECH |
| SHERWIN WILLIAMS CO | 1332 | 431505 | COM |
| THE CIGNA GROUP | 1561 | 429763 | COM |
| WISDOMTREE TR | 9832 | 428086 | DYNAMIC INTL EQT |
| PARKER-HANNIFIN CORP | 486 | 426753 | COM |
| FLEX LTD | 7036 | 425116 | ORD |
| NEWMONT CORP | 4257 | 425038 | COM |
| STATE STR CORP | 3233 | 417145 | COM |
| WISDOMTREE TR | 7321 | 416788 | US SMALLCAP FUND |
| J P MORGAN EXCHANGE TRADED F | 8219 | 415812 | ULTRA SHRT ETF |
| CAMECO CORP | 4530 | 414479 | COM |
| VERISIGN INC | 1675 | 406942 | COM |
| SIMON PPTY GROUP INC NEW | 2167 | 401204 | COM |
| GALLAGHER ARTHUR J & CO | 1549 | 400936 | COM |
| ISHARES TR | 10053 | 396591 | INTL SEL DIV ETF |
| WATSCO INC | 1165 | 392547 | COM |
| AMPHENOL CORP NEW | 2895 | 391172 | CL A |
| RPM INTL INC | 3758 | 390832 | COM |
| DIMENSIONAL ETF TRUST | 5243 | 387906 | WORLD EQUITY ETF |
| CIENA CORP | 1656 | 387289 | COM NEW |
| SNOWFLAKE INC | 1756 | 385103 | COM SHS |
| FIFTH THIRD BANCORP | 8226 | 385060 | COM |
| NUSHARES ETF TR | 10570 | 376081 | NUVEEN ESG EMRGN |
| LABCORP HOLDINGS INC | 1499 | 376075 | COM SHS |
| ISHARES TR | 12084 | 374121 | PFD AND INCM SEC |
| ISHARES TR | 4609 | 371589 | IBOXX HI YD ETF |
| CENCORA INC | 1100 | 371462 | COM |
| WARNER BROS DISCOVERY INC | 12797 | 368809 | COM SER A |
| NUSHARES ETF TR | 8169 | 368014 | NUVEEN ESG LRGVL |
| WISDOMTREE TR | 9390 | 366398 | EM EX ST-OWNED |
| RALPH LAUREN CORP | 1029 | 363865 | CL A |
| TRANE TECHNOLOGIES PLC | 931 | 362275 | SHS |
| KIMBERLY-CLARK CORP | 3576 | 360763 | COM |
| VANGUARD WORLD FD | 1947 | 360273 | UTILITIES ETF |
| SPROTT ASSET MANAGEMENT LP | 10776 | 355824 | PHYSICAL GOLD TR |
| SCHWAB STRATEGIC TR | 13074 | 355744 | FUNDAMENTAL US L |
| INVESCO EXCHANGE TRADED FD T | 2261 | 354197 | AEROSPACE DEFN |
| FISERV INC | 5230 | 351300 | COM |
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