Savvy Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Savvy Advisors, Inc. held in its portfolio 500 assets valued at $3,095,892,814 (i.e. $3.10B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($204.49M), ISHARES TR ($132.16M), and NVIDIA CORPORATION ($132.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Savvy Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 326075 | 204491463 | S&P 500 ETF SHS |
| ISHARES TR | 2839695 | 132159422 | CORE UNIVRSL USD |
| NVIDIA CORPORATION | 708150 | 132070065 | COM |
| ISHARES TR | 128636 | 88108279 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 1358559 | 85833765 | US QUALTY FCTR |
| SCHWAB STRATEGIC TR | 2371128 | 77346196 | US LCAP GR ETF |
| APPLE INC | 245595 | 66767359 | COM |
| ISHARES TR | 577483 | 57679039 | CORE US AGGBD ET |
| ISHARES TR | 1448020 | 55097170 | MSCI INTL VLU FT |
| VANGUARD INDEX FDS | 282432 | 53941613 | VALUE ETF |
| MICROSOFT CORP | 111977 | 53913405 | COM |
| SPDR SERIES TRUST | 783342 | 49558031 | STATE STREET SPD |
| SPINNAKER ETF SERIES | 2184260 | 48588869 | UVA UNCONSTRAIND |
| SPDR INDEX SHS FDS | 772689 | 36169549 | PORTFOLIO EMG MK |
| VANGUARD TAX-MANAGED FDS | 568020 | 35484226 | VAN FTSE DEV MKT |
| SELECT SECTOR SPDR TR | 232103 | 33415802 | STATE STREET TEC |
| AMAZON COM INC | 138594 | 31968337 | COM |
| VANGUARD BD INDEX FDS | 396445 | 31243869 | SHORT TRM BOND |
| ISHARES TR | 272482 | 29185513 | NATIONAL MUN ETF |
| ALPHABET INC | 85002 | 26543066 | CAP STK CL A |
| ISHARES TR | 260937 | 26529492 | 10-20 YR TRS ETF |
| DIMENSIONAL ETF TRUST | 669772 | 26516263 | US CORE EQUITY 2 |
| ALPHABET INC | 84092 | 26387924 | CAP STK CL C |
| ISHARES GOLD TR | 320709 | 26031937 | ISHARES NEW |
| ISHARES TR | 99237 | 24839969 | MSCI USA MMENTM |
| VANGUARD INDEX FDS | 50408 | 24592084 | GROWTH ETF |
| INVESCO QQQ TR | 36766 | 22526011 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 46567 | 22206160 | TR UNIT |
| VANGUARD SCOTTSDALE FDS | 470520 | 22152097 | MTG-BKD SECS ETF |
| PROCTER AND GAMBLE CO | 153050 | 21933581 | COM |
| BROADCOM INC | 62259 | 21547706 | COM |
| ISHARES TR | 178301 | 20312094 | EAFE GRWTH ETF |
| DBX ETF TR | 405556 | 19511317 | XTRACK MSCI EAFE |
| ETFS GOLD TR | 460111 | 18901360 | PHYSCL GOLD SHS |
| BERKSHIRE HATHAWAY INC DEL | 43424 | 18672065 | CL B NEW |
| ISHARES TR | 51740 | 17745321 | S&P 100 ETF |
| VANGUARD WORLD FD | 23049 | 17374104 | INF TECH ETF |
| ELI LILLY & CO | 16552 | 17261623 | COM |
| VANGUARD INDEX FDS | 47798 | 16025348 | TOTAL STK MKT |
| META PLATFORMS INC | 24637 | 15999011 | CL A |
| JPMORGAN CHASE & CO. | 49156 | 15838959 | COM |
| TESLA INC | 33751 | 15178365 | COM |
| COLUMBIA ETF TR II | 391355 | 15012371 | EM CORE EX ETF |
| ISHARES TR | 297912 | 14898598 | CORE INTL AGGR |
| VANGUARD INTL EQUITY INDEX F | 270274 | 14529937 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 518836 | 13961871 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 296739 | 13825047 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 358073 | 13617498 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 52610 | 13570778 | SMALL CP ETF |
| ISHARES TR | 142804 | 12775222 | CORE MSCI EAFE |
| DIMENSIONAL ETF TRUST | 246867 | 12318644 | INTERNATNAL VAL |
| SELECT SECTOR SPDR TR | 110998 | 11494298 | STATE STREET CON |
| J P MORGAN EXCHANGE TRADED F | 210525 | 11383102 | ACTIVE BOND ETF |
| SCHWAB STRATEGIC TR | 410392 | 11257042 | US DIVIDEND EQ |
| EXXON MOBIL CORP | 87021 | 10472068 | COM |
| DOUBLELINE ETF TRUST | 210463 | 10450560 | MORTGAGE ETF |
| ISHARES TR | 218282 | 10335661 | HIGH YLD SYSTM B |
| DIMENSIONAL ETF TRUST | 297275 | 10244085 | INTL CORE EQUITY |
| VISA INC | 28922 | 10143284 | COM CL A |
| ISHARES TR | 152392 | 10057856 | CORE S&P MCP ETF |
| ISHARES TR | 114376 | 9680825 | CORE MSCI TOTAL |
| ISHARES BITCOIN TRUST ETF | 192203 | 9542883 | SHS BEN INT |
| ETF SER SOLUTIONS | 217209 | 9492017 | APTUS COLLRD INV |
| WALMART INC | 84672 | 9433260 | COM |
| GLOBAL X FDS | 299931 | 8715992 | U S ELECTRIFICAT |
| ABBVIE INC | 36568 | 8355340 | COM |
| SELECT SECTOR SPDR TR | 53515 | 8284093 | STATE STREET HEA |
| DIMENSIONAL ETF TRUST | 165328 | 8279655 | CALIF MUN BD ETF |
| COSTCO WHSL CORP NEW | 9329 | 8045005 | COM |
| ISHARES TR | 74150 | 7911771 | SHRT NAT MUN ETF |
| MASTERCARD INCORPORATED | 13492 | 7702136 | CL A |
| ISHARES TR | 36248 | 7624439 | RUS 1000 VAL ETF |
| SPDR GOLD TR | 18495 | 7290877 | GOLD SHS |
| SCHWAB STRATEGIC TR | 244641 | 7243825 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 94878 | 7037130 | US EQUITY MARKET |
| INVESCO EXCHANGE TRADED FD T | 90619 | 6800931 | S&P500 QUALITY |
| JOHNSON & JOHNSON | 32588 | 6744090 | COM |
| HOME DEPOT INC | 19478 | 6702547 | COM |
| AMERICAN CENTY ETF TR | 113758 | 6682166 | AVANTIS US SMALL |
| MICRON TECHNOLOGY INC | 22814 | 6511284 | COM |
| CHEVRON CORP NEW | 42302 | 6447255 | COM |
| ISHARES TR | 91922 | 6410618 | FUTURE EXPONENTI |
| INTERNATIONAL BUSINESS MACHS | 21296 | 6308034 | COM |
| INVESCO EXCHANGE TRADED FD T | 32520 | 6229604 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 195774 | 6199174 | INTL HIGH PROFIT |
| ISHARES INC | 90144 | 6059463 | CORE MSCI EMKT |
| ISHARES TR | 50366 | 6053019 | CORE S&P SCP ETF |
| ETF SER SOLUTIONS | 161148 | 5967296 | OPUS SML CP VL |
| SCHWAB STRATEGIC TR | 227410 | 5964959 | US BRD MKT ETF |
| MCDONALDS CORP | 18578 | 5677948 | COM |
| ISHARES TR | 27381 | 5438434 | MSCI USA QLT FCT |
| PALANTIR TECHNOLOGIES INC | 30591 | 5437595 | CL A |
| CATERPILLAR INC | 8975 | 5141719 | COM |
| SCHWAB STRATEGIC TR | 212967 | 5119719 | INTL EQTY ETF |
| J P MORGAN EXCHANGE TRADED F | 108017 | 5000091 | INCOME ETF |
| FIDELITY COVINGTON TRUST | 124885 | 4997930 | ENHANCED LARGE |
| ISHARES TR | 51488 | 4957250 | JPMORGAN USD EMG |
| ETF SER SOLUTIONS | 172440 | 4909358 | APTUS DEFINED |
| ISHARES TR | 12581 | 4866809 | RUSSELL 3000 ETF |
| PROSPERITY BANCSHARES INC | 68705 | 4748203 | COM |
| J P MORGAN EXCHANGE TRADED F | 92960 | 4735358 | ULTRA SHT MUNCPL |
| RTX CORPORATION | 25550 | 4685793 | COM |
| VANGUARD ADMIRAL FDS INC | 41877 | 4681876 | MIDCP 400 IDX |
| GOLDMAN SACHS GROUP INC | 5389 | 4649658 | COM |
| GE AEROSPACE | 14810 | 4561905 | COM NEW |
| VERIZON COMMUNICATIONS INC | 111856 | 4555887 | COM |
| VANGUARD SCOTTSDALE FDS | 57028 | 4546816 | SHRT TRM CORP BD |
| FIDELITY MERRIMACK STR TR | 98179 | 4520155 | TOTAL BD ETF |
| AMERICAN CENTY ETF TR | 58230 | 4484881 | AVANTIS EMGMKT |
| TJX COS INC NEW | 28758 | 4417455 | COM |
| ISHARES TR | 9229 | 4368028 | RUS 1000 GRW ETF |
| ISHARES INC | 58950 | 4284504 | MSCI EMRG CHN |
| PHILIP MORRIS INTL INC | 26512 | 4252509 | COM |
| SCHWAB STRATEGIC TR | 166952 | 4187158 | INT-TRM U.S TRES |
| ISHARES TR | 33825 | 4169227 | S&P 500 GRWT ETF |
| CISCO SYS INC | 52788 | 4066235 | COM |
| DIMENSIONAL ETF TRUST | 95386 | 4059611 | CORE FIXED INCOM |
| PEPSICO INC | 27996 | 4018027 | COM |
| ISHARES TR | 41742 | 4008463 | MSCI EAFE ETF |
| ISHARES TR | 86493 | 3931119 | MSCI INTL QUALTY |
| ISHARES SILVER TR | 60096 | 3871384 | ISHARES |
| EATON CORP PLC | 11862 | 3778078 | SHS |
| ABBOTT LABS | 30120 | 3773699 | COM |
| DIMENSIONAL ETF TRUST | 53827 | 3750162 | US SMALL CAP ETF |
| LOCKHEED MARTIN CORP | 7637 | 3693608 | COM |
| FIRST TR EXCHNG TRADED FD VI | 77583 | 3630234 | FT VEST US EQT |
| AT&T INC | 145380 | 3611247 | COM |
| ADVANCED MICRO DEVICES INC | 17414 | 3578311 | COM |
| VANGUARD INDEX FDS | 11070 | 3484836 | LARGE CAP ETF |
| VANGUARD BD INDEX FDS | 45609 | 3378244 | TOTAL BND MRKT |
| NETFLIX INC | 37959 | 3371532 | COM |
| PALO ALTO NETWORKS INC | 18565 | 3346044 | COM |
| VANGUARD MUN BD FDS | 66522 | 3345389 | TAX EXEMPT BD |
| COCA COLA CO | 47783 | 3340502 | COM |
| SCHWAB CHARLES CORP | 32831 | 3280098 | COM |
| SCHWAB STRATEGIC TR | 123761 | 3278434 | US TIPS ETF |
| QUALCOMM INC | 19102 | 3267363 | COM |
| WISDOMTREE TR | 143014 | 3222228 | HEDGED HI YLD BD |
| ISHARES TR | 26817 | 3200645 | 3 7 YR TREAS BD |
| ORACLE CORP | 16181 | 3153797 | COM |
| DIMENSIONAL ETF TRUST | 67261 | 3147799 | US CORE EQT MKT |
| VANGUARD WHITEHALL FDS | 21921 | 3146137 | HIGH DIV YLD |
| INTUIT | 4747 | 3144584 | COM |
| BANK AMERICA CORP | 56355 | 3099498 | COM |
| BRISTOL-MYERS SQUIBB CO | 57170 | 3083744 | COM |
| ISHARES TR | 63865 | 3063609 | MSCI INTL MOMENT |
| AMGEN INC | 9184 | 3006154 | COM |
| NEXTERA ENERGY INC | 37362 | 2999430 | COM |
| VANGUARD INDEX FDS | 10307 | 2991203 | MID CAP ETF |
| LOWES COS INC | 12370 | 2983170 | COM |
| FIDELITY COVINGTON TRUST | 54285 | 2976984 | BLUE CHIP GRWTH |
| BLACKSTONE INC | 19254 | 2967782 | COM |
| SPDR INDEX SHS FDS | 66518 | 2954081 | PORTFOLIO DEVLPD |
| BLACKROCK INC | 2750 | 2943643 | COM |
| ISHARES U S ETF TR | 31455 | 2936348 | INT RT HDG C B |
| CAMBRIA ETF TR | 90344 | 2935277 | CAMBRIA FGN SHR |
| SCHWAB STRATEGIC TR | 107844 | 2934431 | FUNDAMENTAL US L |
| INVESCO EXCH TRADED FD TR II | 11490 | 2906164 | NASDAQ 100 ETF |
| FIRST BUSEY CORP | 122101 | 2904783 | COM NEW |
| VANGUARD WORLD FD | 7002 | 2890240 | MEGA GRWTH IND |
| PROGRESSIVE CORP | 12669 | 2884920 | COM |
| SALESFORCE INC | 10830 | 2868975 | COM |
| PROLOGIS INC. | 22439 | 2864536 | COM |
| FIDELITY COVINGTON TRUST | 50482 | 2861822 | HIGH DIVID ETF |
| MEDTRONIC PLC | 29777 | 2860347 | SHS |
| ETF SER SOLUTIONS | 55221 | 2833410 | APTUS DRAWDOWN |
| ISHARES TR | 29836 | 2809372 | MSCI USA MIN VOL |
| VANGUARD SPECIALIZED FUNDS | 12658 | 2782022 | DIV APP ETF |
| GOLDMAN SACHS ETF TR | 32569 | 2772273 | EQUAL WEIGHT US |
| VANGUARD MALVERN FDS | 35416 | 2758719 | CORE BD ETF |
| ISHARES TR | 40089 | 2750105 | EUROPE ETF |
| SPINNAKER ETF SERIES | 65168 | 2745546 | SELECT STOXX EUR |
| AMERICAN EXPRESS CO | 7502 | 2738404 | COM |
| MERCK & CO INC | 25567 | 2691134 | COM |
| SCHWAB STRATEGIC TR | 59294 | 2680666 | FUNDAMENTAL INTL |
| ETF SER SOLUTIONS | 120597 | 2677254 | APTUS ENHANCED |
| WELLS FARGO CO NEW | 28694 | 2674241 | COM |
| VANGUARD INSTL INDEX FD | 34649 | 2613584 | 0-3 MO TREAS BIL |
| LEGG MASON ETF INVT | 70835 | 2608162 | FRANKLIN INTL LW |
| SPROTT FDS TR | 47213 | 2591522 | URANIUM MINERS E |
| DIMENSIONAL ETF TRUST | 67872 | 2586583 | INTL CORE EQT MK |
| ISHARES TR | 61026 | 2524035 | HDG MSCI EAFE |
| VANECK ETF TRUST | 24310 | 2517579 | MRNGSTR WDE MOAT |
| VANGUARD INDEX FDS | 28276 | 2502150 | REAL ESTATE ETF |
| AMPLIFY ETF TR | 54940 | 2444817 | CWP ENHANCED DIV |
| MORGAN STANLEY | 13765 | 2443779 | COM NEW |
| GENERAL DYNAMICS CORP | 7149 | 2406779 | COM |
| AMPHENOL CORP NEW | 17704 | 2392542 | CL A |
| LINDE PLC | 5581 | 2379734 | SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 7821 | 2376840 | SPONSORED ADS |
| ISHARES TR | 15936 | 2369557 | CORE S&P TTL STK |
| FIDELITY COVINGTON TRUST | 10465 | 2351158 | MSCI INFO TECH I |
| INTEL CORP | 64033 | 2348148 | COM |
| SCHWAB STRATEGIC TR | 82430 | 2347600 | US SML CAP ETF |
| DISNEY WALT CO | 20515 | 2333937 | COM |
| GE VERNOVA INC | 3567 | 2331322 | COM |
| INVESCO EXCHANGE TRADED FD T | 16786 | 2324190 | S&P MDCP MOMNTUM |
| CONOCOPHILLIPS | 24271 | 2271962 | COM |
| UNITEDHEALTH GROUP INC | 7174 | 2214935 | COM |
| ALTRIA GROUP INC | 37883 | 2184337 | COM |
| VANGUARD BD INDEX FDS | 28008 | 2181277 | INTERMED TERM |
| AMERICAN CENTY ETF TR | 23120 | 2172581 | INTL SMCP VLU |
| UBER TECHNOLOGIES INC | 26534 | 2168125 | COM |
| PIMCO ETF TR | 81022 | 2161665 | MULTISECTOR BD |
| T-MOBILE US INC | 10645 | 2161390 | COM |
| VANGUARD STAR FDS | 28629 | 2159801 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 30721 | 2135703 | LONG TERM BOND |
| NEWMONT CORP | 21380 | 2134781 | COM |
| BOSTON SCIENTIFIC CORP | 22361 | 2132165 | COM |
| VANECK ETF TRUST | 72526 | 2129726 | FALLEN ANGEL HG |
| WASTE MGMT INC DEL | 9536 | 2095146 | COM |
| FIDELITY COVINGTON TRUST | 58682 | 2093300 | BLUE CHIP VALUE |
| PACER FDS TR | 34426 | 2071387 | US CASH COWS 100 |
| VANGUARD SCOTTSDALE FDS | 34996 | 2055315 | SHORT TERM TREAS |
| ISHARES TR | 7372 | 2041527 | RUS TP200 GR ETF |
| ISHARES TR | 8264 | 2034300 | RUSSELL 2000 ETF |
| UNION PAC CORP | 8769 | 2028525 | COM |
| FIDELITY COVINGTON TRUST | 55395 | 2026358 | ENHANCED INTL |
| CITIGROUP INC | 17127 | 1998596 | COM NEW |
| FIRST TR EXCHNG TRADED FD VI | 48772 | 1982928 | FT VEST U.S EQT |
| STRYKER CORPORATION | 5630 | 1978697 | COM |
| ISHARES TR | 34150 | 1962256 | CALIF MUN BD ETF |
| AMRIZE LTD | 36241 | 1959913 | SHS |
| CONSTELLATION ENERGY CORP | 5517 | 1948997 | COM |
| S&P GLOBAL INC | 3721 | 1944521 | COM |
| AUTOMATIC DATA PROCESSING IN | 7541 | 1939751 | COM |
| KROGER CO | 30907 | 1931100 | COM |
| EMERSON ELEC CO | 14460 | 1919077 | COM |
| VANGUARD WHITEHALL FDS | 20931 | 1914180 | INTL DVD ETF |
| FIRST TR EXCHANGE TRADED FD | 27430 | 1905531 | RISNG DIVD ACHIV |
| SPOTIFY TECHNOLOGY S A | 5370 | 1889826 | SHS |
| FREEPORT-MCMORAN INC | 37269 | 1887892 | CL B |
| VANGUARD CHARLOTTE FDS | 38825 | 1876045 | TOTAL INT BD ETF |
| ISHARES TR | 16843 | 1855901 | IBOXX INV CP ETF |
| AMERICAN CENTY ETF TR | 18175 | 1853474 | US SML CP VALU |
| ISHARES TR | 22380 | 1845933 | CORE MSCI INTL |
| ADOBE INC | 5270 | 1844507 | COM |
| AMERICAN CENTY ETF TR | 16338 | 1826258 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 55254 | 1808450 | WORLD EX US CORE |
| PARKER-HANNIFIN CORP | 2044 | 1796211 | COM |
| SPDR INDEX SHS FDS | 26419 | 1791981 | S&P NORTH AMER |
| COMSTOCK INC | 490315 | 1791846 | COM SHS |
| ISHARES TR | 17744 | 1781166 | 0-3 MNTH TREASRY |
| XCEL ENERGY INC | 24058 | 1776904 | COM |
| UNITED PARCEL SERVICE INC | 17908 | 1776328 | CL B |
| DBX ETF TR | 28160 | 1758592 | XTRACKRS S&P 500 |
| J P MORGAN EXCHANGE TRADED F | 33559 | 1756431 | JPMORGAM LTD DUR |
| PACER FDS TR | 48965 | 1724070 | US LRG CP CASH |
| DIMENSIONAL ETF TRUST | 52881 | 1722329 | EMGR CRE EQT MNG |
| HONEYWELL INTL INC | 8787 | 1714346 | COM |
| TEXAS INSTRS INC | 9875 | 1713270 | COM |
| BOOKING HOLDINGS INC | 319 | 1706669 | COM |
| REGENERON PHARMACEUTICALS | 2202 | 1700010 | COM |
| NOVO-NORDISK A S | 33327 | 1695700 | ADR |
| ISHARES TR | 4475 | 1671281 | RUS 1000 ETF |
| FIRST TR EXCHANGE-TRADED FD | 35989 | 1658382 | SHS |
| VANGUARD SCOTTSDALE FDS | 29650 | 1654463 | LONG TERM TREAS |
| US BANCORP DEL | 30872 | 1647322 | COM NEW |
| CADENCE DESIGN SYSTEM INC | 5263 | 1645179 | COM |
| SANDISK CORP | 6930 | 1645043 | COM |
| BLACKROCK ETF TRUST II | 32312 | 1630464 | ISHARES SHORT-TE |
| WELLTOWER INC | 8677 | 1610470 | COM |
| DIMENSIONAL ETF TRUST | 48562 | 1606441 | EMERGING MKTS CO |
| NOVARTIS AG | 11567 | 1594759 | SPONSORED ADR |
| DOLLAR GEN CORP NEW | 11997 | 1592842 | COM |
| VANGUARD INTL EQUITY INDEX F | 21556 | 1585670 | ALLWRLD EX US |
| DEERE & CO | 3392 | 1579263 | COM |
| MP MATERIALS CORP | 31048 | 1568545 | COM CL A |
| LAM RESEARCH CORP | 9119 | 1561001 | COM NEW |
| AMERICAN ELEC PWR CO INC | 13533 | 1560440 | COM |
| DIMENSIONAL ETF TRUST | 32461 | 1556493 | SHORT DURATION F |
| QUANTA SVCS INC | 3685 | 1555266 | COM |
| APPLIED MATLS INC | 5983 | 1537616 | COM |
| SERVICENOW INC | 10032 | 1536731 | COM |
| ARES CAPITAL CORP | 75145 | 1520186 | COM |
| FIDELITY COVINGTON TRUST | 41775 | 1519790 | ENHANCED MID |
| ISHARES INC | 29057 | 1491786 | MSCI GBL ETF NEW |
| ISHARES TR | 11543 | 1487116 | ESG MSCI KLD 400 |
| ISHARES TR | 16946 | 1477001 | 20 YR TR BD ETF |
| ETF SER SOLUTIONS | 53808 | 1440980 | APTUS LRG CAP UP |
| ISHARES TR | 14617 | 1439815 | CONV BD ETF |
| KINDER MORGAN INC DEL | 52264 | 1436739 | COM |
| SOUTHERN COPPER CORP | 9992 | 1433612 | COM |
| ISHARES TR | 17267 | 1430080 | 1 3 YR TREAS BD |
| THERMO FISHER SCIENTIFIC INC | 2460 | 1425613 | COM |
| AVALONBAY CMNTYS INC | 7858 | 1424698 | COM |
| BNY MELLON ETF TRUST | 33492 | 1419476 | CORE BOND ETF |
| SHELL PLC | 19160 | 1407869 | SPON ADS |
| ISHARES TR | 14772 | 1404706 | ESG AW MSCI EAFE |
| CHUBB LIMITED | 4466 | 1393928 | COM |
| VANGUARD CALIF TAX FREE FDS | 13815 | 1385092 | TAX EXEMPT BD FD |
| PGIM HIGH YIELD BOND FUND IN | 95237 | 1378078 | COM |
| ISHARES TR | 6487 | 1375664 | S&P 500 VAL ETF |
| DUKE ENERGY CORP NEW | 11706 | 1372067 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 21721 | 1366679 | DORSEY WRT 5 ETF |
| VANGUARD MALVERN FDS | 27617 | 1365943 | STRM INFPROIDX |
| ILLINOIS TOOL WKS INC | 5538 | 1364021 | COM |
| FIDELITY COVINGTON TRUST | 35994 | 1359843 | ENHANCED SMALL |
| ISHARES TR | 59540 | 1356005 | YLD OPTIM BD |
| LEIDOS HOLDINGS INC | 7484 | 1350155 | COM |
| PARSONS CORP DEL | 21666 | 1338976 | COM |
| PRUDENTIAL FINL INC | 11839 | 1336348 | COM |
| FIDELITY COVINGTON TRUST | 34667 | 1335609 | CRYPTO IND & DIG |
| ISHARES TR | 12088 | 1331530 | TRUST ISHARE 0-1 |
| PFIZER INC | 53169 | 1323912 | COM |
| DIMENSIONAL ETF TRUST | 38682 | 1323307 | US LARGE CAP VAL |
| VANGUARD INDEX FDS | 6173 | 1307354 | SM CP VAL ETF |
| ACCENTURE PLC IRELAND | 4824 | 1294273 | SHS CLASS A |
| CAPITAL ONE FINL CORP | 5336 | 1293267 | COM |
| PALMER SQUARE FUNDS TRUST | 62447 | 1287889 | CR OPPORTUNITIES |
| ALPS ETF TR | 55626 | 1282185 | RIVRFRNT STR INC |
| BONDBLOXX ETF TRUST | 25551 | 1280616 | BONDBLOXX PRIVAT |
| GUGGENHEIM TAXABLE MUNICP BO | 85668 | 1278164 | COM |
| FIRST TR EXCHANGE TRADED FD | 42169 | 1276468 | DJ GLBL DIVID |
| ISHARES TR | 26446 | 1265439 | ESG AWR US AGRGT |
| BOEING CO | 5807 | 1260823 | COM |
| DIMENSIONAL ETF TRUST | 24442 | 1237987 | ULTRASHORT FIXED |
| SCHWAB STRATEGIC TR | 50751 | 1236810 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 46033 | 1216193 | GLOBAL REAL EST |
| BLACKROCK ETF TRUST II | 22992 | 1213266 | ISHARES FLEXIBLE |
| CAMBRIA ETF TR | 31550 | 1209312 | EMRG SHAREHLDR |
| MORGAN STANLEY ETF TRUST | 23494 | 1208634 | EATON VANCE SHOR |
| GENERAL MTRS CO | 14726 | 1197478 | COM |
| FIRST TR EXCHANGE-TRADED FD | 45145 | 1184592 | FT VEST RIS |
| CROWDSTRIKE HLDGS INC | 2525 | 1183600 | CL A |
| VANGUARD INDEX FDS | 6549 | 1161508 | MCAP VL IDXVIP |
| INTUITIVE SURGICAL INC | 2049 | 1160472 | COM NEW |
| PHILLIPS 66 | 8831 | 1139522 | COM |
| CUMMINS INC | 2217 | 1131511 | COM |
| SCHWAB STRATEGIC TR | 37530 | 1128518 | US MID-CAP ETF |
| LITMAN GREGORY FDS TR | 40209 | 1128263 | IMGP DBI MANAGED |
| AMERICAN CENTY ETF TR | 13700 | 1127797 | INTL EQT ETF |
| SCHWAB STRATEGIC TR | 34398 | 1126519 | EMRG MKTEQ ETF |
| ISHARES TR | 8231 | 1125484 | MSCI USA VALUE |
| BARRICK MNG CORP | 25786 | 1122966 | COM SHS |
| DIMENSIONAL ETF TRUST | 33242 | 1093324 | US SMALL CAP VAL |
| MAIN STR CAP CORP | 18077 | 1091686 | COM |
| ARISTA NETWORKS INC | 8305 | 1088182 | COM SHS |
| GILEAD SCIENCES INC | 8806 | 1080885 | COM |
| SPROTT ASSET MANAGEMENT LP | 45238 | 1069879 | PHYSICAL SILVER |
| ISHARES TR | 11063 | 1065035 | RUS MID CAP ETF |
| VANGUARD WORLD FD | 8686 | 1050695 | ESG US STK ETF |
| ISHARES U S ETF TR | 20868 | 1050078 | SHORT MATURITY M |
| FIRST TR EXCHANGE-TRADED FD | 11293 | 1044743 | CAP STRENGTH ETF |
| L3HARRIS TECHNOLOGIES INC | 3529 | 1036097 | COM |
| SOUTHERN CO | 11773 | 1026576 | COM |
| 3M CO | 6322 | 1012134 | COM |
| STARBUCKS CORP | 11971 | 1008043 | COM |
| EQUITY LIFESTYLE PPTYS INC | 16535 | 1002186 | COM |
| KENNAMETAL INC | 35096 | 997080 | COM |
| AMERICAN CENTY ETF TR | 19743 | 994649 | DIVERSIFIED MU |
| STEEL DYNAMICS INC | 5816 | 985592 | COM |
| ISHARES TR | 7595 | 980980 | EXPND TEC SC ETF |
| ANNALY CAPITAL MANAGEMENT IN | 45451 | 971558 | COM NEW |
| VANGUARD INDEX FDS | 3467 | 967709 | MCAP GR IDXVIP |
| PGIM ETF TR | 19459 | 964968 | PGIM ULTRA SH BD |
| VANECK ETF TRUST | 7738 | 961082 | URANIUM AND NUCL |
| LISTED FDS TR | 21541 | 957707 | HORIZON KINETICS |
| KLA CORP | 783 | 951374 | COM NEW |
| COINBASE GLOBAL INC | 4200 | 949836 | COM CL A |
| VALERO ENERGY CORP | 5827 | 948560 | COM |
| INVESCO EXCH TRD SLF IDX FD | 47900 | 945556 | BULSHS 2027 CB |
| ALIBABA GROUP HLDG LTD | 6430 | 942462 | SPONSORED ADS |
| SIXTH STREET SPECIALTY LENDI | 43389 | 942416 | COM |
| ISHARES TR | 13533 | 939447 | CORE DIV GRWTH |
| ISHARES TR | 9140 | 935808 | 0-5 YR TIPS ETF |
| WW GRAINGER INC | 920 | 928326 | COM |
| FLEXSHARES TR | 18883 | 927625 | CR SCD US BD |
| ISHARES TR | 17518 | 926355 | ISHS 1-5YR INVS |
| JANUS DETROIT STR TR | 18226 | 921880 | HENDRSON AAA CL |
| DELTA AIR LINES INC DEL | 13250 | 919548 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 15991 | 915308 | EQUITY PREMIUM |
| ISHARES TR | 10254 | 915245 | US OIL GS EX ETF |
| ECOLAB INC | 3473 | 911732 | COM |
| ISHARES TR | 11757 | 911557 | EAFE SML CP ETF |
| CORNERSTONE STRATEGIC INVEST | 108760 | 909234 | COM |
| WILLIAMS COS INC | 15029 | 903409 | COM |
| INVESCO EXCH TRADED FD TR II | 32765 | 891211 | TAXABLE MUN BD |
| MARRIOTT INTL INC NEW | 2859 | 886900 | CL A |
| BLACKROCK TAX MUNICPAL BD TR | 54136 | 883497 | SHS |
| TRUIST FINL CORP | 17916 | 881670 | COM |
| FEDEX CORP | 3049 | 880857 | COM |
| ISHARES TR | 20377 | 873565 | 0-5YR HI YL CP |
| AGNC INVT CORP | 81192 | 870377 | COM |
| VANGUARD WORLD FD | 3459 | 868827 | MEGA CAP INDEX |
| ROYAL BK CDA | 5082 | 866485 | COM |
| J P MORGAN EXCHANGE TRADED F | 16992 | 858073 | MUNICIPAL ETF |
| MONDELEZ INTL INC | 15876 | 854621 | CL A |
| ISHARES TR | 6049 | 853693 | SELECT DIVID ETF |
| HARTFORD FDS EXCHANGE TRADED | 21796 | 852442 | MUN OPORTUNITE |
| MONSTER BEVERAGE CORP NEW | 11100 | 851037 | COM |
| WORLD GOLD TR | 71234 | 849372 | SPDR GLD MINIS |
| AMERICAN TOWER CORP NEW | 4799 | 842512 | COM |
| INTERCONTINENTAL EXCHANGE IN | 5127 | 830299 | COM |
| DIMENSIONAL ETF TRUST | 11188 | 827668 | WORLD EQUITY ETF |
| CME GROUP INC | 3001 | 819466 | COM |
| EXELON CORP | 18784 | 818786 | COM |
| FIDELITY COVINGTON TRUST | 10831 | 818710 | QLTY FCTOR ETF |
| IDEXX LABS INC | 1201 | 812513 | COM |
| BITWISE BITCOIN ETF TR | 17077 | 812184 | SHS BEN INT |
| STERIS PLC | 3202 | 811771 | SHS USD |
| J P MORGAN EXCHANGE TRADED F | 17109 | 810111 | CORE PLUS BD ETF |
| OGE ENERGY CORP | 18812 | 803285 | COM |
| VANGUARD WELLINGTON FD | 7892 | 801630 | SHORT TRM TAX EX |
| ARK ETF TR | 10404 | 800297 | INNOVATION ETF |
| VERTEX PHARMACEUTICALS INC | 1760 | 797914 | COM |
| J P MORGAN EXCHANGE TRADED F | 13726 | 797737 | NASDAQ EQT PREM |
| MANULIFE FINL CORP | 21923 | 795366 | COM |
| MCKESSON CORP | 969 | 794621 | COM |
| APPLOVIN CORP | 1175 | 791981 | COM CL A |
| CENTENE CORP DEL | 19201 | 790121 | COM |
| DIMENSIONAL ETF TRUST | 13217 | 786913 | US TARGETED VLU |
| TRANE TECHNOLOGIES PLC | 2010 | 782102 | SHS |
| CVS HEALTH CORP | 9849 | 781602 | COM |
| EDISON INTL | 13018 | 781328 | COM |
| DANAHER CORPORATION | 3409 | 780429 | COM |
| SHOPIFY INC | 4812 | 774563 | CL A SUB VTG SHS |
| SPDR INDEX SHS FDS | 19669 | 770038 | S&P EM MKT DIV |
| ISHARES TR | 8840 | 762442 | MSCI EAFE MIN VL |
| ISHARES TR | 11240 | 754521 | MSCI ACWI EX US |
| BANK NEW YORK MELLON CORP | 6467 | 750779 | COM |
| PACER FDS TR | 18198 | 750103 | GLOBL CASH ETF |
| BIOGEN INC | 4249 | 747848 | COM |
| CORTEVA INC | 11142 | 746818 | COM |
| VANGUARD SCOTTSDALE FDS | 9618 | 746742 | TOTAL CORP BND |
| INVESCO EXCH TRADED FD TR II | 10430 | 744938 | S&P500 LOW VOL |
| TECHNIPFMC PLC | 16707 | 744464 | COM |
| BIRKENSTOCK HOLDING PLC | 18198 | 744298 | COM SHS |
| FIDELITY MERRIMACK STR TR | 14746 | 740701 | LOW DURTIN ETF |
| ISHARES TR | 10363 | 740054 | EAFE VALUE ETF |
| BECTON DICKINSON & CO | 3808 | 738965 | COM |
| THE CIGNA GROUP | 2668 | 734403 | COM |
| DOMINION ENERGY INC | 12450 | 729424 | COM |
| BLACKROCK ETF TRUST | 11994 | 729354 | ISHARES US EQUIT |
| MCCORMICK & CO INC | 10676 | 727159 | COM NON VTG |
| WORKDAY INC | 3325 | 714144 | CL A |
| ISHARES INC | 16139 | 712855 | ESG AWR MSCI EM |
| ASML HOLDING N V | 663 | 709678 | N Y REGISTRY SHS |
| INVESCO EXCH TRADED FD TR II | 13599 | 707674 | S&P ULTRA DIVIDE |
| PNC FINL SVCS GROUP INC | 3383 | 706040 | COM |
| MORGAN STANLEY ETF TRUST | 21562 | 702260 | PARAMETRIC HEDGE |
| CORNING INC | 7988 | 699392 | COM |
| NORTHROP GRUMMAN CORP | 1214 | 692125 | COM |
| ISHARES TR | 5052 | 691848 | RUS MD CP GR ETF |
| ISHARES TR | 22139 | 691401 | TOP 20 U S STOCK |
| VANGUARD INTL EQUITY INDEX F | 4885 | 689041 | TT WRLD ST ETF |
| ISHARES TR | 30105 | 688643 | IBONDS 26 TRM TS |
| DIMENSIONAL ETF TRUST | 9250 | 681046 | US CORE EQUITY 1 |
| ANALOG DEVICES INC | 2510 | 680771 | COM |
| FIDELITY COVINGTON TRUST | 22039 | 680560 | EMERG MKTS MLTFT |
| COMCAST CORP NEW | 22672 | 677674 | CL A |
| CITIZENS FINL GROUP INC | 11593 | 677158 | COM |
| CLOROX CO DEL | 6707 | 676245 | COM |
| AFLAC INC | 6110 | 673791 | COM |
| LULULEMON ATHLETICA INC | 3230 | 671287 | COM |
| SPDR INDEX SHS FDS | 10386 | 668755 | EURO STOXX 50 |
| ALLSTATE CORP | 3204 | 666927 | COM |
| EQUINIX INC | 864 | 662204 | COM |
| ISHARES TR | 7389 | 661759 | CORE 80/20 AGGRE |
| ISHARES TR | 6881 | 661644 | 7-10 YR TRSY BD |
| ELLINGTON FINANCIAL INC | 48707 | 661441 | COM |
| WISDOMTREE TR | 7357 | 657980 | US QTLY DIV GRT |
| FIRST TR EXCHNG TRADED FD VI | 19113 | 654813 | FT VEST LADDERED |
| VANGUARD INDEX FDS | 2165 | 654148 | SML CP GRW ETF |
| EVERCORE INC | 1919 | 652834 | CLASS A |
| GOLDMAN SACHS ETF TR | 4896 | 648084 | ACTIVEBETA US LG |
| SHERWIN WILLIAMS CO | 1999 | 647817 | COM |
| TEMPLETON EMERGING MKTS INCO | 100151 | 645972 | COM |
| UBS AG LONDON BRANCH | 25478 | 644655 | ETRACS ALER MLP |
| DENALI THERAPEUTICS INC | 39030 | 644385 | COM |
| EXPEDIA GROUP INC | 2265 | 641704 | COM NEW |
| SYSCO CORP | 8695 | 640719 | COM |
| OREILLY AUTOMOTIVE INC | 6994 | 637932 | COM |
| AMPLIFY ETF TR | 16628 | 637688 | CWP INTL ENHANCE |
| WOODWARD INC | 2108 | 637291 | COM |
| ISHARES TR | 4572 | 637071 | ESG OPTIMIZED |
| HANCOCK JOHN TAX-ADVANTAGED | 26895 | 636334 | COM |
| VANGUARD SCOTTSDALE FDS | 7559 | 633085 | INT-TERM CORP |
| HOWMET AEROSPACE INC | 3084 | 632221 | COM |
| FIRST TR EXCHNG TRADED FD VI | 14231 | 630718 | SMITH OPPORT FXD |
| ISHARES TR | 2092 | 630101 | ISHARES SEMICDTR |
| FORD MTR CO | 47914 | 628636 | COM |
| AMERICAN CENTY ETF TR | 8224 | 623114 | US LARGE CAP VLU |
| STRATEGY INC | 4087 | 621075 | CL A NEW |
| VANGUARD INSTL INDEX FD | 8228 | 620891 | ULTRA-SHORT TREA |
| SPDR S&P MIDCAP 400 ETF TR | 1027 | 619569 | UTSER1 S&PDCRP |
| ISHARES TR | 3689 | 619499 | CORE S&P US GWT |
| VICTORIAS SECRET AND CO | 11343 | 614450 | COMMON STOCK |
| NEOS ETF TRUST | 12604 | 613563 | RUSSELL 2000 HIG |
| BRITISH AMERN TOB PLC | 10797 | 611315 | SPONSORED ADR |
| SSGA ACTIVE TR | 21438 | 609698 | STATE STREET BLA |
| PG&E CORP | 37876 | 608662 | COM |
| ATLASSIAN CORPORATION | 3747 | 607539 | CL A |
| ORIX CORP | 20783 | 607290 | SPONSORED ADR |
| SEMPRA | 6864 | 606042 | COM |
| DELL TECHNOLOGIES INC | 4807 | 605090 | CL C |
| ABRDN INCOME CREDIT STRATEGI | 110422 | 597383 | COM |
| MOODYS CORP | 1168 | 596666 | COM |
| INVESCO EXCHANGE TRADED FD T | 3806 | 596075 | AEROSPACE DEFN |
| SCHWAB STRATEGIC TR | 13085 | 595773 | INTL SCEQT ETF |
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