OneDigital Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, OneDigital Investment Advisors LLC held in its portfolio 500 assets valued at $10,203,574,722 (i.e. $10.20B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($593.09M), ISHARES TR ($319.29M), and BLACKROCK ETF TRUST ($261.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
OneDigital Investment Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 9161711 | 593093234 | STATE STREET SPD |
| ISHARES TR | 6860453 | 319285480 | CORE UNIVRSL USD |
| BLACKROCK ETF TRUST | 4300287 | 261500472 | ISHARES US EQUIT |
| SCHWAB STRATEGIC TR | 7168249 | 233828273 | US LCAP GR ETF |
| ISHARES TR | 989897 | 209927389 | S&P 500 VAL ETF |
| DIMENSIONAL ETF TRUST | 4339915 | 203108017 | US CORE EQT MKT |
| ISHARES TR | 556996 | 191032984 | S&P 100 ETF |
| VANGUARD INDEX FDS | 289976 | 181852610 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 2245195 | 172924910 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 3557393 | 170576975 | SHORT DURATION F |
| APPLE INC | 598915 | 162820975 | COM |
| DIMENSIONAL ETF TRUST | 3939898 | 155980575 | US CORE EQUITY 2 |
| ISHARES TR | 1635774 | 155758358 | MBS ETF |
| PIMCO ETF TR | 1552324 | 144490359 | ACTIVE BD ETF |
| ISHARES TR | 208317 | 142684819 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 3229584 | 137451105 | CORE FIXED INCOM |
| ISHARES TR | 1899685 | 135656480 | EAFE VALUE ETF |
| ISHARES TR | 650190 | 129140747 | MSCI USA QLT FCT |
| MICROSOFT CORP | 257812 | 124682937 | COM |
| ISHARES GOLD TR | 1358533 | 110272145 | ISHARES NEW |
| DIMENSIONAL ETF TRUST | 2707178 | 103170548 | INTL CORE EQT MK |
| NVIDIA CORPORATION | 549743 | 102526989 | COM |
| ISHARES TR | 402995 | 100873599 | MSCI USA MMENTM |
| VANGUARD MUN BD FDS | 1930327 | 97076145 | TAX EXEMPT BD |
| GOLDMAN SACHS ETF TR | 650625 | 86123192 | ACTIVEBETA US LG |
| ISHARES TR | 773469 | 82846228 | NATIONAL MUN ETF |
| AMAZON COM INC | 334811 | 77281104 | COM |
| VANGUARD INTL EQUITY INDEX F | 529316 | 74665357 | TT WRLD ST ETF |
| BLACKROCK ETF TRUST II | 1411058 | 74461554 | ISHARES FLEXIBLE |
| BLACKROCK ETF TRUST | 2230296 | 74268857 | ISHARES A I INNO |
| SCHWAB STRATEGIC TR | 3117962 | 72866781 | US AGGREGATE B |
| BONDBLOXX ETF TRUST | 1550026 | 71642197 | BLOOMBERG TEN YR |
| ISHARES TR | 796404 | 71246297 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 2047476 | 70556024 | INTL CORE EQUITY |
| VANGUARD INDEX FDS | 192215 | 64443976 | TOTAL STK MKT |
| ALPHABET INC | 204664 | 64059964 | CAP STK CL A |
| FIDELITY COVINGTON TRUST | 1121664 | 61512041 | BLUE CHIP GRWTH |
| AMERICAN CENTY ETF TR | 487973 | 54545610 | US EQT ETF |
| VANGUARD CHARLOTTE FDS | 1089671 | 52652917 | TOTAL INT BD ETF |
| VANECK ETF TRUST | 466619 | 48323067 | MRNGSTR WDE MOAT |
| ISHARES TR | 381331 | 47002851 | S&P 500 GRWT ETF |
| WISDOMTREE TR | 509361 | 45552155 | US QTLY DIV GRT |
| J P MORGAN EXCHANGE TRADED F | 877336 | 44796786 | MORTGAGE BACKED |
| ISHARES TR | 223700 | 44668365 | U.S. TECH ETF |
| FIDELITY COVINGTON TRUST | 1217279 | 44528069 | ENHANCED INTL |
| VANGUARD BD INDEX FDS | 577158 | 42750115 | TOTAL BND MRKT |
| GOLDMAN SACHS ETF TR | 993660 | 42667746 | ACTIVEBETA INT |
| SPDR S&P 500 ETF TR | 62498 | 39787102 | TR UNIT |
| WISDOMTREE TR | 702670 | 38513350 | US EFFICIENT COR |
| AMERICAN CENTY ETF TR | 455341 | 37483659 | INTL EQT ETF |
| PIMCO ETF TR | 1370816 | 36573367 | MULTISECTOR BD |
| JPMORGAN CHASE & CO. | 112865 | 36367236 | COM |
| DIMENSIONAL ETF TRUST | 942832 | 35855909 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 482892 | 35555326 | US CORE EQUITY 1 |
| GLOBAL X FDS | 548690 | 35549593 | DEFENSE TECH ETF |
| DIMENSIONAL ETF TRUST | 1064286 | 35206591 | EMERGING MKTS CO |
| SCHWAB STRATEGIC TR | 1332291 | 34945981 | US BRD MKT ETF |
| PIMCO ETF TR | 356236 | 34857697 | INV GRD CRP BD |
| ISHARES TR | 286617 | 34207738 | 3 7 YR TREAS BD |
| DIMENSIONAL ETF TRUST | 1038772 | 33832799 | EMGR CRE EQT MNG |
| BROADCOM INC | 97544 | 33759903 | COM |
| INVESCO QQQ TR | 54424 | 33432990 | UNIT SER 1 |
| ALPHABET INC | 105870 | 33221875 | CAP STK CL C |
| INNOVATOR ETFS TRUST | 761087 | 33096638 | US EQTY PWR BUF |
| ISHARES TR | 714592 | 32628272 | INVESTMENT GRADE |
| BERKSHIRE HATHAWAY INC DEL | 64893 | 32618298 | CL B NEW |
| DIMENSIONAL ETF TRUST | 935581 | 32006226 | US LARGE CAP VAL |
| SCHWAB STRATEGIC TR | 1041603 | 30841853 | US LCAP VA ETF |
| SCHWAB STRATEGIC TR | 1145531 | 30826250 | US LRG CAP ETF |
| ISHARES TR | 319616 | 30772584 | JPMORGAN USD EMG |
| ISHARES TR | 352643 | 30736331 | 20 YR TR BD ETF |
| WISDOMTREE TR | 762687 | 29760063 | EM EX ST-OWNED |
| FIRST TR EXCH TRADED FD III | 578623 | 29587882 | MANAGD MUN ETF |
| VANGUARD ADMIRAL FDS INC | 144283 | 29556362 | 500 VAL IDX FD |
| T ROWE PRICE ETF INC | 732336 | 27989879 | CAP APPRECIATION |
| DIMENSIONAL ETF TRUST | 853865 | 27946991 | WORLD EX US CORE |
| ISHARES TR | 527737 | 27906755 | ISHS 1-5YR INVS |
| PIMCO ETF TR | 288227 | 27329660 | 0-5 HIGH YIELD |
| VANGUARD INDEX FDS | 91888 | 26667857 | MID CAP ETF |
| GOLDMAN SACHS ETF TR | 311846 | 26544320 | EQUAL WEIGHT US |
| ISHARES TR | 488914 | 24670605 | TRS FLT RT BD |
| ISHARES TR | 297238 | 24617238 | 1 3 YR TREAS BD |
| ISHARES INC | 361067 | 24270932 | CORE MSCI EMKT |
| INVESCO EXCHANGE TRADED FD T | 126143 | 24163885 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 48578 | 23699394 | GROWTH ETF |
| ISHARES TR | 61834 | 23091459 | RUS 1000 ETF |
| FIDELITY MERRIMACK STR TR | 500664 | 23050559 | TOTAL BD ETF |
| WALMART INC | 205105 | 22850736 | COM |
| VANECK ETF TRUST | 479928 | 22633402 | INTRMDT MUNI ETF |
| PUTNAM ETF TRUST | 490766 | 22364197 | FOCUSED LAR CAP |
| VANGUARD SPECIALIZED FUNDS | 101713 | 22354413 | DIV APP ETF |
| ISHARES TR | 234598 | 22089790 | MSCI USA MIN VOL |
| JOHNSON & JOHNSON | 106236 | 21985539 | COM |
| META PLATFORMS INC | 32903 | 21718804 | CL A |
| T ROWE PRICE ETF INC | 490740 | 21715255 | GROWTH ETF |
| WISDOMTREE TR | 486433 | 21446830 | INTERNATIONL EFI |
| SCHWAB STRATEGIC TR | 709056 | 21321317 | US MID-CAP ETF |
| DIMENSIONAL ETF TRUST | 802414 | 21199779 | GLOBAL REAL EST |
| DIMENSIONAL ETF TRUST | 285752 | 21194246 | US EQUITY MARKET |
| ISHARES TR | 185598 | 21143299 | EAFE GRWTH ETF |
| ISHARES TR | 319309 | 21074387 | CORE S&P MCP ETF |
| ISHARES TR | 406386 | 21038581 | USD INV GRDE ETF |
| PIMCO ETF TR | 422678 | 21004987 | MTG BKD SECS ACT |
| T ROWE PRICE ETF INC | 596145 | 20996237 | VALUE ETF |
| ISHARES TR | 534357 | 19982293 | BROAD USD HIGH |
| DIMENSIONAL ETF TRUST | 600596 | 19753592 | US SMALL CAP VAL |
| STRATEGY SHS | 451723 | 19594784 | DAY HAGAN SMART |
| TESLA INC | 43140 | 19401136 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 63196 | 19204674 | SPONSORED ADS |
| ISHARES TR | 198990 | 19134914 | 7-10 YR TRSY BD |
| PROCTER AND GAMBLE CO | 133426 | 19121333 | COM |
| CVS HEALTH CORP | 239262 | 18987824 | COM |
| SCHWAB STRATEGIC TR | 688038 | 18872883 | US DIVIDEND EQ |
| VANGUARD INTL EQUITY INDEX F | 247597 | 18213222 | ALLWRLD EX US |
| J P MORGAN EXCHANGE TRADED F | 359071 | 18165417 | ULTRA SHRT ETF |
| LITMAN GREGORY FDS TR | 644354 | 18080562 | IMGP DBI MANAGED |
| VANGUARD STAR FDS | 238779 | 18013476 | VG TL INTL STK F |
| MCDONALDS CORP | 58364 | 17837773 | COM |
| AMERICAN CENTY ETF TR | 225745 | 17748066 | AVANTIS US LARG |
| WISDOMTREE TR | 462241 | 17574400 | FUTRE STRAT FD |
| ISHARES TR | 117690 | 17499333 | CORE S&P TTL STK |
| VANGUARD BD INDEX FDS | 218318 | 17205610 | SHORT TRM BOND |
| ISHARES TR | 35993 | 17035490 | RUS 1000 GRW ETF |
| BOEING CO | 76501 | 16609980 | COM |
| VANECK ETF TRUST | 318331 | 16273100 | HIGH YLD MUNIETF |
| DIMENSIONAL ETF TRUST | 229504 | 15989534 | US SMALL CAP ETF |
| COSTCO WHSL CORP NEW | 18312 | 15791301 | COM |
| VANGUARD SCOTTSDALE FDS | 192633 | 15358603 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 328297 | 15295343 | US MKTWIDE VALUE |
| EXXON MOBIL CORP | 126690 | 15245846 | COM |
| DIMENSIONAL ETF TRUST | 271403 | 14720286 | GLOBAL CR ETF |
| ISHARES TR | 121580 | 14611514 | CORE S&P SCP ETF |
| VANGUARD BD INDEX FDS | 283610 | 14135103 | VANGUARD ULTRA |
| SOUTHERN CO | 161521 | 14084614 | COM |
| ADVANCED MICRO DEVICES INC | 65331 | 13991336 | COM |
| ABBVIE INC | 60571 | 13839932 | COM |
| ISHARES TR | 137270 | 13521104 | CONV BD ETF |
| VANGUARD TAX-MANAGED FDS | 214435 | 13395782 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 69884 | 13347168 | VALUE ETF |
| VANGUARD INDEX FDS | 51454 | 13272448 | SMALL CP ETF |
| ISHARES TR | 147519 | 13241306 | SYSTEMATIC BD ET |
| ISHARES TR | 346731 | 13193115 | MSCI INTL VLU FT |
| ELI LILLY & CO | 12244 | 13158299 | COM |
| HOME DEPOT INC | 37358 | 12855002 | COM |
| CHEVRON CORP NEW | 82177 | 12524638 | COM |
| JANUS DETROIT STR TR | 254478 | 12505028 | HENDRSN SHRT ETF |
| INVESCO EXCHANGE TRADED FD T | 209517 | 12420154 | S&P 500 TOP 50 |
| CANADIAN PACIFIC KANSAS CITY | 167624 | 12342162 | COM |
| ISHARES TR | 72873 | 12238361 | CORE S&P US GWT |
| SCHWAB STRATEGIC TR | 507185 | 12192721 | INTL EQTY ETF |
| UNITEDHEALTH GROUP INC | 36626 | 12090720 | COM |
| CISCO SYS INC | 155943 | 12012309 | COM |
| ISHARES TR | 114158 | 11977304 | ESG AWR MSCI USA |
| SPDR GOLD TR | 29699 | 11769973 | GOLD SHS |
| INTERNATIONAL BUSINESS MACHS | 38794 | 11491140 | COM |
| PIMCO ETF TR | 117358 | 11259888 | ENHNCD LW DUR AC |
| PEPSICO INC | 78064 | 11203700 | COM |
| SCHWAB STRATEGIC TR | 393300 | 11201188 | US SML CAP ETF |
| ISHARES U S ETF TR | 441620 | 10993953 | GSCI CMDTY STGY |
| AUTOMATIC DATA PROCESSING IN | 42658 | 10972794 | COM |
| ISHARES TR | 104518 | 10943035 | GOV/CRED BD ETF |
| VANGUARD SCOTTSDALE FDS | 129943 | 10882767 | INT-TERM CORP |
| VISA INC | 30442 | 10676182 | COM CL A |
| SERVICENOW INC | 69057 | 10578807 | COM |
| AMERICAN CENTY ETF TR | 103513 | 10556244 | US SML CP VALU |
| NIKE INC | 161186 | 10269160 | CL B |
| ISHARES TR | 147586 | 10245451 | CORE DIV GRWTH |
| ISHARES TR | 102457 | 10233387 | CORE US AGGBD ET |
| PIMCO ETF TR | 197985 | 10198203 | PREFERRED AND CP |
| ISHARES TR | 226317 | 10080159 | GNMA BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 198048 | 10001445 | MUNICIPAL ETF |
| FRANKLIN TEMPLETON ETF TR | 177308 | 9975371 | US MID CP MLTFCT |
| ISHARES TR | 232297 | 9958589 | 0-5YR HI YL CP |
| AGF INVTS TR | 689190 | 9917439 | US MARKET NETRL |
| CATERPILLAR INC | 17229 | 9869974 | COM |
| ISHARES TR | 98260 | 9863389 | 0-3 MNTH TREASRY |
| DEXCOM INC | 142039 | 9427128 | COM |
| FIRST TR EXCHNG TRADED FD VI | 187872 | 9416276 | FT VEST US EQT |
| ISHARES TR | 184816 | 9399736 | FLTG RATE NT ETF |
| DIMENSIONAL ETF TRUST | 215827 | 9373364 | US SUSTAINABILTY |
| ISHARES TR | 91899 | 9343400 | 10-20 YR TRS ETF |
| SCHWAB STRATEGIC TR | 342744 | 9326057 | FUNDAMENTAL US L |
| ISHARES TR | 76728 | 9304528 | ESG MSCI LEADR |
| DIMENSIONAL ETF TRUST | 169284 | 8910282 | GLOBAL EX US COR |
| FIDELITY MERRIMACK STR TR | 181185 | 8666055 | CORP BOND ETF |
| EXACT SCIENCES CORP | 84995 | 8632092 | COM |
| THERMO FISHER SCIENTIFIC INC | 14869 | 8615781 | COM |
| VANGUARD SCOTTSDALE FDS | 146378 | 8596770 | SHORT TERM TREAS |
| ISHARES TR | 125271 | 8593591 | EUROPE ETF |
| AMERICAN EXPRESS CO | 22894 | 8469608 | COM |
| AMERICAN CENTY ETF TR | 143039 | 8402103 | AVANTIS US SMALL |
| ISHARES TR | 201920 | 8351419 | HDG MSCI EAFE |
| COCA COLA CO | 117162 | 8190788 | COM |
| FIDELITY COVINGTON TRUST | 184236 | 8130322 | SML MID MLTFCT |
| CAPITAL GROUP DIVIDEND VALUE | 184331 | 8044197 | SHS CREATION UNI |
| ISHARES TR | 38223 | 8039780 | RUS 1000 VAL ETF |
| PALANTIR TECHNOLOGIES INC | 45213 | 8036682 | CL A |
| GE AEROSPACE | 25854 | 7963885 | COM NEW |
| INNOVATOR ETFS TRUST | 234354 | 7853203 | DEFINED WLT SHLD |
| ISHARES TR | 75664 | 7758595 | CORE S&P US VLU |
| ISHARES TR | 318248 | 7711140 | IBONDS DEC2026 |
| INSULET CORP | 26966 | 7664816 | COM |
| TRANSDIGM GROUP INC | 5758 | 7657461 | COM |
| ISHARES INC | 105076 | 7636920 | MSCI EMRG CHN |
| BANK AMERICA CORP | 137266 | 7549615 | COM |
| MASTERCARD INCORPORATED | 13218 | 7546004 | CL A |
| MEDTRONIC PLC | 78387 | 7529868 | SHS |
| ORACLE CORP | 38608 | 7525137 | COM |
| SAMSARA INC | 210534 | 7463430 | COM CL A |
| PFIZER INC | 292198 | 7275730 | COM |
| PRIVIA HEALTH GROUP INC | 300776 | 7131399 | COM |
| ISHARES TR | 123145 | 7075910 | CALIF MUN BD ETF |
| ISHARES U S ETF TR | 138245 | 7064337 | SHORT DURATION B |
| WELLS FARGO CO NEW | 74787 | 6970149 | COM |
| SELECT SECTOR SPDR TR | 48341 | 6959632 | STATE STREET TEC |
| VANGUARD INTL EQUITY INDEX F | 128237 | 6894044 | FTSE EMR MKT ETF |
| EA SERIES TRUST | 133236 | 6831023 | FREEDOM 100 EM |
| WISDOMTREE TR | 180312 | 6803156 | EMERGING MARKETS |
| VANGUARD ADMIRAL FDS INC | 15128 | 6725727 | 500 GRTH IDX F |
| STERIS PLC | 26490 | 6715715 | SHS USD |
| ISHARES TR | 69330 | 6674422 | RUS MID CAP ETF |
| ISHARES TR | 51738 | 6670540 | U.S. FINLS ETF |
| ISHARES TR | 271655 | 6595789 | IBONDS 27 ETF |
| SELECT SECTOR SPDR TR | 120098 | 6577768 | STATE STREET FIN |
| VANGUARD SCOTTSDALE FDS | 117085 | 6533328 | LONG TERM TREAS |
| RAYMOND JAMES FINL INC | 40674 | 6531905 | COM |
| VANECK ETF TRUST | 218810 | 6425350 | FALLEN ANGEL HG |
| CONOCOPHILLIPS | 68295 | 6393106 | COM |
| DIMENSIONAL ETF TRUST | 118008 | 6380691 | GLOBAL CORE PLUS |
| ISHARES TR | 57661 | 6337558 | TIPS BD ETF |
| TRUIST FINL CORP | 127400 | 6269365 | COM |
| INVESCO EXCH TRADED FD TR II | 24639 | 6231661 | NASDAQ 100 ETF |
| INTERACTIVE BROKERS GROUP IN | 96005 | 6174053 | COM CL A |
| EDWARDS LIFESCIENCES CORP | 71465 | 6092391 | COM |
| BRISTOL-MYERS SQUIBB CO | 112773 | 6082973 | COM |
| VANGUARD WHITEHALL FDS | 90085 | 6074432 | EM MK GOV BD ETF |
| BLACKROCK ETF TRUST II | 115867 | 5995489 | ISHARES AAA CLO |
| ABRDN SILVER ETF TRUST | 88575 | 5991213 | PHYSCL SILVR SHS |
| FIDELITY COVINGTON TRUST | 79844 | 5930848 | MSCI HLTH CARE I |
| FIRST TR EXCHANGE TRADED FD | 85208 | 5919388 | RISNG DIVD ACHIV |
| BIO-TECHNE CORP | 100500 | 5910384 | COM |
| WILLIAMS COS INC | 98182 | 5901692 | COM |
| MICRON TECHNOLOGY INC | 20676 | 5901143 | COM |
| VERTIV HOLDINGS CO | 36402 | 5897532 | COM CL A |
| ISHARES TR | 78267 | 5865305 | RUSEL 2500 ETF |
| DEERE & CO | 12585 | 5859328 | COM |
| ISHARES TR | 262075 | 5838652 | IBONDS DEC 2030 |
| ISHARES TR | 246077 | 5759430 | IBONDS DEC 29 |
| TEXAS INSTRS INC | 33118 | 5745559 | COM |
| ISHARES TR | 225470 | 5739338 | IBDS DEC28 ETF |
| ISHARES TR | 118987 | 5722063 | A RATE CP BD ETF |
| VANGUARD INDEX FDS | 18823 | 5686531 | SML CP GRW ETF |
| T ROWE PRICE ETF INC | 157129 | 5640923 | SMALL MID CAP |
| AMGEN INC | 17032 | 5574840 | COM |
| MERCK & CO INC | 52724 | 5549697 | COM |
| BLACKROCK ETF TRUST | 74527 | 5521798 | ISHARES US CARBO |
| VALERO ENERGY CORP | 33838 | 5508423 | COM |
| VANGUARD WHITEHALL FDS | 38342 | 5502774 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 25919 | 5489466 | SM CP VAL ETF |
| HERSHEY CO | 29691 | 5403161 | COM |
| UNITED PARCEL SERVICE INC | 54363 | 5392258 | CL B |
| ALLY FINL INC | 117583 | 5325321 | COM |
| DUKE ENERGY CORP NEW | 44634 | 5231594 | COM NEW |
| TJX COS INC NEW | 33914 | 5209481 | COM |
| BLACKROCK INC | 4862 | 5203724 | COM |
| CROWDSTRIKE HLDGS INC | 10985 | 5149273 | CL A |
| RTX CORPORATION | 28028 | 5140318 | COM |
| UPWORK INC | 257916 | 5111895 | COM |
| FIRST TR EXCHANGE-TRADED FD | 40809 | 5055567 | SHS |
| REALTY INCOME CORP | 88668 | 4998232 | COM |
| ISHARES TR | 20220 | 4977318 | RUSSELL 2000 ETF |
| PGIM ETF TR | 140061 | 4969366 | ACTV HY BD ETF |
| AMPLIFY ETF TR | 111111 | 4944433 | CWP ENHANCED DIV |
| ISHARES TR | 36151 | 4942861 | MSCI USA VALUE |
| LOCKHEED MARTIN CORP | 10078 | 4874345 | COM |
| PAYCHEX INC | 43086 | 4833405 | COM |
| KIMBERLY-CLARK CORP | 47897 | 4832301 | COM |
| DIMENSIONAL ETF TRUST | 112314 | 4812082 | INTERNATIONAL |
| VANGUARD SCOTTSDALE FDS | 69732 | 4793425 | TOTAL WLD BD ETF |
| ISHARES U S ETF TR | 51260 | 4785137 | INT RT HDG C B |
| UNIFIED SER TR | 132522 | 4750914 | ABSLUTE SELCT VL |
| SALESFORCE INC | 17446 | 4621562 | COM |
| J P MORGAN EXCHANGE TRADED F | 67953 | 4514121 | HEDGED EQUITY LA |
| JANUS DETROIT STR TR | 89135 | 4508470 | HENDRSON AAA CL |
| LAMAR ADVERTISING CO NEW | 35364 | 4476373 | CL A |
| ISHARES TR | 211111 | 4464999 | IBONDS DEC 2031 |
| ISHARES TR | 188949 | 4418522 | ESG AWRE USD ETF |
| QUALCOMM INC | 25453 | 4353714 | COM |
| ALAMOS GOLD INC NEW | 112258 | 4330914 | COM CL A |
| AMERICAN CENTY ETF TR | 46025 | 4324979 | INTL SMCP VLU |
| CRH PLC | 34442 | 4298317 | ORD |
| ISHARES TR | 165719 | 4230808 | IBONDS DEC 2032 |
| VERIZON COMMUNICATIONS INC | 103316 | 4208047 | COM |
| FIRST TR EXCHNG TRADED FD VI | 121944 | 4204667 | FT VEST LADDERED |
| ISHARES TR | 43541 | 4181201 | MSCI EAFE ETF |
| FIRST TR EXCHANGE-TRADED FD | 90816 | 4166647 | SENIOR LN FD |
| PHILIP MORRIS INTL INC | 25685 | 4119917 | COM |
| PROGRESSIVE CORP | 18056 | 4111709 | COM |
| SPROTT ASSET MANAGEMENT LP | 173777 | 4109826 | PHYSICAL SILVER |
| DISNEY WALT CO | 35956 | 4090709 | COM |
| SCHWAB CHARLES CORP | 40941 | 4090369 | COM |
| ISHARES TR | 85116 | 4072823 | ESG AWR US AGRGT |
| FIRST TR EXCHANGE-TRADED FD | 82829 | 4071025 | FT VEST S&P 500 |
| ISHARES U S ETF TR | 80859 | 4068817 | SHORT MATURITY M |
| PALO ALTO NETWORKS INC | 21850 | 4024846 | COM |
| AT&T INC | 161957 | 4023007 | COM |
| DIMENSIONAL ETF TRUST | 105068 | 3992600 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 76643 | 3970102 | GLOBAL SUSTAINA |
| GAMING & LEISURE PPTYS INC | 87975 | 3931607 | COM |
| TARGET CORP | 40081 | 3917962 | COM |
| EVEREST GROUP LTD | 11545 | 3917792 | COM |
| UNION PAC CORP | 16809 | 3888168 | COM |
| ETFS GOLD TR | 93950 | 3859466 | PHYSCL GOLD SHS |
| SPDR S&P MIDCAP 400 ETF TR | 6301 | 3801100 | UTSER1 S&PDCRP |
| VICTORY PORTFOLIOS II | 171694 | 3777271 | CORE INTRMEDIATE |
| NETFLIX INC | 40233 | 3772289 | COM |
| AMERICAN CENTY ETF TR | 53959 | 3766855 | AVANTIS INTL SML |
| ISHARES TR | 29063 | 3753839 | EXPND TEC SC ETF |
| PHILLIPS 66 | 28839 | 3721416 | COM |
| VANECK ETF TRUST | 212161 | 3719397 | LONG MUNI ETF |
| AMERICAN CENTY ETF TR | 84852 | 3693593 | REAL ESTATE ETF |
| INTUIT | 5529 | 3662219 | COM |
| ABBOTT LABS | 28887 | 3619248 | COM |
| ETF OPPORTUNITIES TRUST | 130470 | 3607496 | HEDGEYE CAPITAL |
| CITIGROUP INC | 30820 | 3596421 | COM NEW |
| VANGUARD INTL EQUITY INDEX F | 42950 | 3591012 | FTSE EUROPE ETF |
| ISHARES TR | 42186 | 3570611 | CORE MSCI TOTAL |
| ISHARES TR | 54773 | 3565735 | US HLTHCARE ETF |
| ISHARES TR | 65057 | 3559279 | MSCI EMG MKT ETF |
| GE VERNOVA INC | 5402 | 3530843 | COM |
| INNOVATOR ETFS TRUST | 81323 | 3517232 | US EQTY PWR BF |
| FIRST TR EXCHNG TRADED FD VI | 110169 | 3501398 | FT VEST NAS |
| APPLIED MATLS INC | 13385 | 3439929 | COM |
| TRANE TECHNOLOGIES PLC | 8811 | 3429419 | SHS |
| ISHARES INC | 42474 | 3429351 | MSCI JAPAN ETF |
| KLA CORP | 2799 | 3400421 | COM NEW |
| LISTED FDS TR | 74980 | 3333589 | HORIZON KINETICS |
| GOLDMAN SACHS PHYSICAL GOLD | 78300 | 3331665 | UNIT |
| ISHARES TR | 30160 | 3323347 | IBOXX INV CP ETF |
| DIMENSIONAL ETF TRUST | 98421 | 3320729 | EMERGING MKTS VA |
| ASML HOLDING N V | 3089 | 3304938 | N Y REGISTRY SHS |
| GENERAL MLS INC | 70497 | 3278118 | COM |
| VANGUARD INDEX FDS | 18381 | 3260230 | MCAP VL IDXVIP |
| CHUBB LIMITED | 10367 | 3235674 | COM |
| ISHARES TR | 66329 | 3233562 | CORE 1 5 YR USD |
| EMCOR GROUP INC | 5268 | 3222976 | COM |
| ISHARES TR | 17773 | 3220570 | RUS 2000 VAL ETF |
| ISHARES TR | 23055 | 3212599 | ESG OPTIMIZED |
| DBX ETF TR | 130055 | 3191550 | XTRACK MUN INFRA |
| DIMENSIONAL ETF TRUST | 99845 | 3161599 | INTL HIGH PROFIT |
| DIMENSIONAL ETF TRUST | 53024 | 3157060 | US TARGETED VLU |
| FIRST TR EXCHNG TRADED FD VI | 123892 | 3118363 | SMITH UNCONSTRAI |
| MORGAN STANLEY | 17557 | 3116896 | COM NEW |
| WORKIVA INC | 36096 | 3113280 | COM CL A |
| ISHARES TR | 113966 | 3111272 | FALN ANGLS USD |
| WILLIAMS SONOMA INC | 17389 | 3105571 | COM |
| INTUITIVE SURGICAL INC | 5411 | 3064846 | COM NEW |
| SPDR INDEX SHS FDS | 68553 | 3044433 | PORTFOLIO DEVLPD |
| BANK NEW YORK MELLON CORP | 25958 | 3013514 | COM |
| 3M CO | 18365 | 2940298 | COM |
| NORFOLK SOUTHN CORP | 10120 | 2921976 | COM |
| SPROTT INC | 29769 | 2914996 | COM NEW |
| STARBUCKS CORP | 34430 | 2899371 | COM |
| VERTEX PHARMACEUTICALS INC | 6392 | 2897889 | COM |
| MARSH & MCLENNAN COS INC | 15466 | 2869184 | COM |
| ISHARES TR | 60248 | 2852742 | HIGH YLD SYSTM B |
| ISHARES SILVER TR | 44238 | 2849812 | ISHARES |
| EMERSON ELEC CO | 21414 | 2842069 | COM |
| LOWES COS INC | 11767 | 2837700 | COM |
| DANAHER CORPORATION | 12383 | 2834699 | COM |
| S&P GLOBAL INC | 5421 | 2833061 | COM |
| HUNT J B TRANS SVCS INC | 14560 | 2829496 | COM |
| CORNING INC | 32081 | 2808992 | COM |
| ALTRIA GROUP INC | 48587 | 2801498 | COM |
| GOLDMAN SACHS GROUP INC | 3173 | 2788810 | COM |
| AMERICAN CENTY ETF TR | 55263 | 2784143 | DIVERSIFIED MU |
| C H ROBINSON WORLDWIDE INC | 17258 | 2774396 | COM NEW |
| ISHARES TR | 104858 | 2740998 | IBONDS DEC 2033 |
| FRANKLIN TEMPLETON ETF TR | 79279 | 2731177 | FTSE JAPAN ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 84134 | 2696504 | HEDGED EQUITY |
| GE HEALTHCARE TECHNOLOGIES I | 32875 | 2696373 | COMMON STOCK |
| ISHARES TR | 33207 | 2677466 | IBOXX HI YD ETF |
| LINDE PLC | 6253 | 2666149 | SHS |
| ALIBABA GROUP HLDG LTD | 18142 | 2659267 | SPONSORED ADS |
| THE CIGNA GROUP | 9640 | 2653269 | COM |
| WASTE MGMT INC DEL | 12056 | 2648812 | COM |
| DIMENSIONAL ETF TRUST | 63481 | 2633185 | EMERGING MARKETS |
| LAM RESEARCH CORP | 15249 | 2610396 | COM NEW |
| FIDELITY COVINGTON TRUST | 71561 | 2603386 | ENHANCED MID |
| ISHARES TR | 51513 | 2598851 | 10+ YR INVST GRD |
| HONEYWELL INTL INC | 13182 | 2571619 | COM |
| INTEL CORP | 69462 | 2563157 | COM |
| VANGUARD MALVERN FDS | 51729 | 2558537 | STRM INFPROIDX |
| AMERICAN CENTY ETF TR | 43873 | 2558247 | EMERGING MKT VAL |
| VANGUARD WORLD FD | 8852 | 2548019 | HEALTH CAR ETF |
| VANGUARD SCOTTSDALE FDS | 42507 | 2547453 | INTER TERM TREAS |
| BLACKSTONE INC | 16520 | 2546466 | COM |
| NUVEEN QUALITY MUNCP INCOME | 210598 | 2531389 | COM |
| VANGUARD BD INDEX FDS | 32440 | 2526462 | INTERMED TERM |
| CAPITAL GROUP GROWTH ETF | 56434 | 2509621 | SHS CREATION UNI |
| SPROTT ASSET MANAGEMENT LP | 149011 | 2509345 | PHYSICAL PLATINU |
| EA SERIES TRUST | 51177 | 2497200 | US QUAN VALUE |
| FIRST TR EXCHANGE-TRADED FD | 26681 | 2468341 | CAP STRENGTH ETF |
| NEXTERA ENERGY INC | 30689 | 2463699 | COM |
| TARGA RES CORP | 13330 | 2459351 | COM |
| GILEAD SCIENCES INC | 19962 | 2450192 | COM |
| ISHARES TR | 22813 | 2434103 | SHRT NAT MUN ETF |
| PIMCO ETF TR | 24151 | 2423266 | ENHAN SHRT MA AC |
| ISHARES TR | 77719 | 2406185 | PFD AND INCM SEC |
| GENERAL DYNAMICS CORP | 7143 | 2404684 | COM |
| AFLAC INC | 21700 | 2392848 | COM |
| ISHARES INC | 52693 | 2327469 | ESG AWR MSCI EM |
| LATTICE STRATEGIES TR | 62784 | 2321437 | HARTFORD MLT ETF |
| VANGUARD WORLD FD | 3076 | 2318867 | INF TECH ETF |
| SELECT SECTOR SPDR TR | 14924 | 2314978 | STATE STREET IND |
| INNOVATOR ETFS TRUST | 61943 | 2287168 | US SML CP PWR B |
| RANGE RES CORP | 63775 | 2248701 | COM |
| ASTRAZENECA PLC | 24454 | 2248057 | SPONSORED ADR |
| SHOPIFY INC | 13902 | 2237805 | CL A SUB VTG SHS |
| ETF SER SOLUTIONS | 34907 | 2228330 | DEFIANCE CONNECT |
| TRAVELERS COMPANIES INC | 7614 | 2208455 | COM |
| INVESCO EXCH TRADED FD TR II | 80748 | 2196346 | TAXABLE MUN BD |
| AMERICAN HEALTHCARE REIT INC | 46250 | 2176516 | COM SHS |
| EXCHANGE TRADED CONCEPTS TRU | 31166 | 2160120 | ROBO GLB ETF |
| FIRST TR EXCH TRADED FD III | 118085 | 2151511 | PFD SECS INC ETF |
| ACCENTURE PLC IRELAND | 7989 | 2143319 | SHS CLASS A |
| RBB FD INC | 42940 | 2141842 | US TREAS 3 MNTH |
| ISHARES BITCOIN TRUST ETF | 42726 | 2121346 | SHS BEN INT |
| ELEVANCE HEALTH INC FORMERLY | 6025 | 2111949 | COM |
| TRACTOR SUPPLY CO | 41945 | 2097679 | COM |
| APPLOVIN CORP | 3096 | 2086147 | COM CL A |
| CUMMINS INC | 4085 | 2085408 | COM |
| INVESCO EXCHANGE TRADED FD T | 102179 | 2082976 | HIG YLD EQ DIV |
| STRATEGY SHS | 59315 | 2073062 | GOLD ENHANCED ET |
| SPDR INDEX SHS FDS | 14820 | 2056637 | ASIA PACIF ETF |
| VANGUARD INDEX FDS | 23105 | 2044595 | REAL ESTATE ETF |
| WELLTOWER INC | 10949 | 2032333 | COM |
| STRYKER CORPORATION | 5773 | 2029062 | COM |
| DELTA AIR LINES INC DEL | 29175 | 2024759 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 35214 | 2015626 | EQUITY PREMIUM |
| ANALOG DEVICES INC | 7426 | 2013924 | COM |
| DIAGEO PLC | 23329 | 2012615 | SPON ADR NEW |
| STELLANTIS N.V | 184386 | 2007964 | SHS |
| PALMER SQUARE FUNDS TRUST | 97797 | 1992121 | CLO SR DEBT ETF |
| BOOKING HOLDINGS INC | 371 | 1985586 | COM |
| EATON CORP PLC | 6192 | 1972295 | SHS |
| NUVEEN CA QUALTY MUN INCOME | 166184 | 1962631 | COM |
| J P MORGAN EXCHANGE TRADED F | 38474 | 1959865 | ULTRA SHT MUNCPL |
| INVESCO EXCHANGE TRADED FD T | 19106 | 1956837 | S&P MDCP QUALITY |
| DIMENSIONAL ETF TRUST | 60208 | 1941702 | EMERGING MKTS HI |
| SPDR INDEX SHS FDS | 29464 | 1934511 | S&P EMKTSC ETF |
| FIRST TR EXCHANGE TRADED FD | 27049 | 1932670 | NASDAQ CYB ETF |
| ARK ETF TR | 25075 | 1928794 | INNOVATION ETF |
| AON PLC | 5442 | 1920294 | SHS CL A |
| SPOTIFY TECHNOLOGY S A | 3306 | 1919914 | SHS |
| ISHARES TR | 13561 | 1914216 | S&P SML 600 GWT |
| VANGUARD WORLD FD | 10308 | 1907327 | UTILITIES ETF |
| FORD MTR CO | 144372 | 1894155 | COM |
| SELECT SECTOR SPDR TR | 41582 | 1885744 | STATE STREET MAT |
| NUVEEN MUN HIGH INCOME OPPOR | 184586 | 1880930 | COM |
| KB HOME | 33093 | 1866787 | COM |
| UBER TECHNOLOGIES INC | 22733 | 1857485 | COM |
| LGI HOMES INC | 43101 | 1851619 | COM |
| INNOVATOR ETFS TRUST | 47283 | 1849724 | US EQT PWR BUF |
| ISHARES TR | 41969 | 1842861 | ESG ADVANCED UNI |
| OSCAR HEALTH INC | 127937 | 1838455 | CL A |
| CSX CORP | 50456 | 1829025 | COM |
| AIM ETF PRODUCTS TRUST | 64153 | 1825839 | ALLIANZIM US EQT |
| CAMECO CORP | 19919 | 1822389 | COM |
| MP MATERIALS CORP | 35828 | 1810031 | COM CL A |
| SELECT SECTOR SPDR TR | 40434 | 1807801 | STATE STREET ENE |
| ADOBE INC | 5142 | 1799649 | COM |
| VANECK ETF TRUST | 100731 | 1778904 | PREFERRED SECURT |
| GALLAGHER ARTHUR J & CO | 6872 | 1778414 | COM |
| ROCKWELL AUTOMATION INC | 4568 | 1777351 | COM |
| SNAP ON INC | 5140 | 1771100 | COM |
| PACCAR INC | 16167 | 1770489 | COM |
| MCKESSON CORP | 2147 | 1761009 | COM |
| AMERICAN CENTY ETF TR | 37050 | 1750613 | DIVERSIFID CRP |
| GLOBAL X FDS | 34400 | 1749573 | ARTIFICIAL ETF |
| SYSCO CORP | 23712 | 1747354 | COM |
| ARCH CAP GROUP LTD | 18141 | 1740085 | ORD |
| CION INVT CORP | 178764 | 1728649 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 58461 | 1727533 | SHS CREATION UNI |
| BITWISE BITCOIN ETF TR | 36285 | 1725713 | SHS BEN INT |
| FRONTIER GROUP HLDGS INC | 366143 | 1724534 | COM |
| BOSTON SCIENTIFIC CORP | 18072 | 1723162 | COM |
| HUBBELL INC | 3865 | 1716463 | COM |
| VANGUARD INDEX FDS | 5384 | 1694883 | LARGE CAP ETF |
| RBC BEARINGS INC | 3775 | 1692823 | COM |
| HARTFORD INSURANCE GROUP INC | 12137 | 1672486 | COM |
| MERCADOLIBRE INC | 829 | 1669822 | COM |
| ISHARES TR | 5168 | 1669461 | RUS 2000 GRW ETF |
| FIRST TR EXCHANGE-TRADED FD | 78418 | 1664814 | CORE INVESTMENT |
| SPROTT FDS TR | 30042 | 1649006 | URANIUM MINERS E |
| AMPLIFY ETF TR | 59354 | 1642325 | AMPLIFY JUNIOR S |
| BECTON DICKINSON & CO | 8450 | 1639961 | COM |
| BJS WHSL CLUB HLDGS INC | 18150 | 1634045 | COM |
| ISHARES TR | 11514 | 1625083 | SELECT DIVID ETF |
| COMCAST CORP NEW | 54121 | 1617688 | CL A |
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