Smartleaf Asset Management 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, Smartleaf Asset Management LLC held in its portfolio 500 assets valued at $2,638,664,544 (i.e. $2.64B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($114.91M), ISHARES TR ($86.80M), and DIMENSIONAL ETF TRUST ($85.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Smartleaf Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1537647 | 114908398 | US EQUITY MARKET |
| ISHARES TR | 125817 | 86804151 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 1419609 | 85389517 | US TARGETED VLU |
| APPLE INC | 287658 | 78553700 | COM |
| NVIDIA CORPORATION | 350283 | 65692142 | COM |
| DIMENSIONAL ETF TRUST | 1598205 | 63784372 | US CORE EQUITY 2 |
| MICROSOFT CORP | 114768 | 55947429 | COM |
| VANGUARD INTL EQUITY INDEX F | 912013 | 49075450 | FTSE EMR MKT ETF |
| ISHARES TR | 439587 | 44011453 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 826929 | 38807781 | US MKTWIDE VALUE |
| DIMENSIONAL ETF TRUST | 771364 | 38645340 | INTERNATNAL VAL |
| DIMENSIONAL ETF TRUST | 894728 | 34268107 | INTL CORE EQT MK |
| ISHARES TR | 375479 | 33744301 | CORE MSCI EAFE |
| SPDR SERIES TRUST | 412622 | 33330815 | STATE STREET SPD |
| AMAZON COM INC | 139112 | 32347765 | COM |
| VANGUARD WORLD FD | 220512 | 31336975 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 44953 | 28398280 | S&P 500 ETF SHS |
| ALPHABET INC | 89228 | 28004500 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 402560 | 24169719 | INTER TERM TREAS |
| META PLATFORMS INC | 33444 | 22272112 | CL A |
| BROADCOM INC | 63073 | 22066389 | COM |
| VANGUARD INDEX FDS | 43997 | 21632960 | GROWTH ETF |
| ALPHABET INC | 66650 | 20964759 | CAP STK CL C |
| WISDOMTREE TR | 207234 | 18661497 | US QTLY DIV GRT |
| DIMENSIONAL ETF TRUST | 480429 | 18347598 | INTL SMALL CAP V |
| JPMORGAN CHASE & CO. | 55883 | 18073997 | COM |
| VANGUARD INTL EQUITY INDEX F | 119724 | 16998428 | TT WRLD ST ETF |
| BERKSHIRE HATHAWAY INC DEL | 33580 | 16914949 | CL B NEW |
| AMERICAN CENTY ETF TR | 163888 | 16865808 | US SML CP VALU |
| TESLA INC | 35986 | 16353482 | COM |
| WISDOMTREE TR | 261909 | 15491923 | US QUALITY GROW |
| ELI LILLY & CO | 13576 | 14658890 | COM |
| CAPITAL GROUP CORE BALANCED | 400386 | 14213703 | SHS |
| VANGUARD BD INDEX FDS | 190084 | 14117588 | TOTAL BND MRKT |
| CAPITAL GROUP DIVIDEND GROWE | 385494 | 13819982 | SHS ETF |
| VANGUARD INDEX FDS | 69388 | 13348233 | VALUE ETF |
| PUTNAM ETF TRUST | 272943 | 12525354 | FOCUSED LAR CAP |
| SPDR S&P 500 ETF TR | 17716 | 12171243 | TR UNIT |
| DIMENSIONAL ETF TRUST | 172018 | 12113577 | US SMALL CAP ETF |
| FIRST TR EXCHNG TRADED FD VI | 479763 | 12094849 | SMITH UNCONSTRAI |
| VANGUARD SCOTTSDALE FDS | 97306 | 11944333 | VNG RUS1000GRW |
| CAPITAL GRP FIXED INCM ETF T | 431583 | 11937597 | US MULTI-SECTOR |
| CAPITAL GROUP GLOBAL EQUITY | 361584 | 11505603 | SHS |
| JOHNSON & JOHNSON | 53621 | 11094898 | COM |
| VANGUARD BD INDEX FDS | 138995 | 10961160 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 32085 | 10840176 | TOTAL STK MKT |
| WISDOMTREE TR | 241815 | 10678560 | YIELD ENHANCD US |
| VISA INC | 29783 | 10532070 | COM CL A |
| SCHWAB STRATEGIC TR | 300942 | 9894982 | US LCAP GR ETF |
| CAPITAL GROUP GROWTH ETF | 220863 | 9894664 | SHS CREATION UNI |
| VANGUARD SCOTTSDALE FDS | 206961 | 9764437 | MTG-BKD SECS ETF |
| SSGA ACTIVE ETF TR | 308233 | 9758677 | STATE STREET MUL |
| ISHARES TR | 75908 | 9279020 | CORE HIGH DV ETF |
| ISHARES TR | 94096 | 8981516 | MBS ETF |
| VANGUARD INDEX FDS | 34017 | 8860582 | SMALL CP ETF |
| ISHARES INC | 128594 | 8665999 | CORE MSCI EMKT |
| CAPITAL GRP FIXED INCM ETF T | 324724 | 8627927 | CORE BOND ETF |
| DIMENSIONAL ETF TRUST | 115425 | 8562226 | US CORE EQUITY 1 |
| CAPITAL GROUP CORE EQUITY ET | 210628 | 8532551 | SHS CREATION UNI |
| WALMART INC | 75909 | 8495783 | COM |
| ISHARES TR | 147288 | 8454339 | CRE U S REIT ETF |
| VANGUARD TAX-MANAGED FDS | 134136 | 8422404 | VAN FTSE DEV MKT |
| VANGUARD MUN BD FDS | 164303 | 8261182 | TAX EXEMPT BD |
| COSTCO WHSL CORP NEW | 9440 | 8172441 | COM |
| ABBVIE INC | 34871 | 8011438 | COM |
| VANGUARD CHARLOTTE FDS | 151701 | 7339301 | TOTAL INT BD ETF |
| CAPITAL GROUP GBL GROWTH EQT | 210651 | 7334885 | SHS CREATION UNI |
| MASTERCARD INCORPORATED | 12624 | 7289873 | CL A |
| ISHARES TR | 15276 | 7286039 | RUS 1000 GRW ETF |
| EXXON MOBIL CORP | 58872 | 7122947 | COM |
| J P MORGAN EXCHANGE TRADED F | 120460 | 7117981 | NASDAQ EQT PREM |
| SCHWAB STRATEGIC TR | 253943 | 7016446 | US DIVIDEND EQ |
| NETFLIX INC | 73551 | 6897688 | COM |
| ISHARES TR | 30524 | 6469396 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 30113 | 6442085 | SM CP VAL ETF |
| PRAXIS FDS | 188436 | 6319450 | IMPACT LARGE CAP |
| ISHARES TR | 52647 | 6025538 | EAFE GRWTH ETF |
| CAPITAL GRP FIXED INCM ETF T | 262291 | 5951393 | CORE PLUS INCM |
| CAPITAL GROUP DIVIDEND VALUE | 134203 | 5895538 | SHS CREATION UNI |
| BANK AMERICA CORP | 105912 | 5854841 | COM |
| ISHARES TR | 46735 | 5802644 | S&P 500 GRWT ETF |
| LAM RESEARCH CORP | 32635 | 5671449 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 95226 | 5521243 | EQUITY PREMIUM |
| PROCTER AND GAMBLE CO | 38284 | 5514861 | COM |
| HOME DEPOT INC | 15625 | 5411840 | COM |
| FIRST TR EXCHANGE TRADED FD | 76078 | 5337632 | RISNG DIVD ACHIV |
| GOLDMAN SACHS GROUP INC | 5919 | 5234985 | COM |
| ORACLE CORP | 25854 | 5098693 | COM |
| ISHARES TR | 96728 | 5023133 | USD INV GRDE ETF |
| MICRON TECHNOLOGY INC | 17103 | 5004955 | COM |
| FIDELITY MERRIMACK STR TR | 108233 | 4998232 | TOTAL BD ETF |
| FRANKLIN TEMPLETON ETF TR | 230062 | 4983143 | US CORE BOND ETF |
| CHEVRON CORP NEW | 32615 | 4967686 | COM |
| FIDELITY COVINGTON TRUST | 159558 | 4935129 | EMERG MKTS MLTFT |
| ADVANCED MICRO DEVICES INC | 22868 | 4924528 | COM |
| CISCO SYS INC | 63369 | 4905432 | COM |
| WISDOMTREE TR | 50906 | 4785164 | WISDOMTREE US VA |
| SPDR INDEX SHS FDS | 105562 | 4708091 | PORTFOLIO DEVLPD |
| VANGUARD WHITEHALL FDS | 51975 | 4698540 | INTL HIGH ETF |
| PALANTIR TECHNOLOGIES INC | 25938 | 4690666 | CL A |
| ISHARES TR | 43466 | 4655213 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 134052 | 4642237 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 140798 | 4626647 | WORLD EX US CORE |
| COCA COLA CO | 65225 | 4570386 | COM |
| SALESFORCE INC | 16797 | 4466810 | COM |
| VANGUARD INDEX FDS | 14907 | 4366615 | MID CAP ETF |
| MCDONALDS CORP | 14135 | 4354168 | COM |
| INTERNATIONAL BUSINESS MACHS | 14374 | 4341847 | COM |
| ISHARES TR | 78974 | 4267776 | ISHS 5-10YR INVT |
| APPLIED MATLS INC | 16392 | 4261619 | COM |
| ISHARES TR | 58452 | 4189854 | EAFE VALUE ETF |
| CAPITAL GROUP EQUITY ETF TR | 143345 | 4177073 | US SMALL AND MID |
| WELLS FARGO CO NEW | 44113 | 4160383 | COM |
| ISHARES TR | 40605 | 4150288 | 10-20 YR TRS ETF |
| VANGUARD SCOTTSDALE FDS | 44602 | 4147550 | VNG RUS1000VAL |
| TJX COS INC NEW | 26597 | 4131981 | COM |
| GE AEROSPACE | 13100 | 4084594 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 18342 | 4062247 | DIV APP ETF |
| ISHARES TR | 76231 | 4034916 | ISHS 1-5YR INVS |
| CATERPILLAR INC | 6977 | 4028463 | COM |
| VANGUARD BD INDEX FDS | 50896 | 3975042 | INTERMED TERM |
| RTX CORPORATION | 21565 | 3968306 | COM |
| VANGUARD INDEX FDS | 12981 | 3960725 | SML CP GRW ETF |
| MERCK & CO INC | 36892 | 3912813 | COM |
| BLACKROCK ETF TRUST | 63472 | 3887717 | ISHARES US EQUIT |
| WISDOMTREE TR | 99079 | 3877969 | EM EX ST-OWNED |
| AMERICAN EXPRESS CO | 10304 | 3847534 | COM |
| ABBOTT LABS | 30322 | 3813971 | COM |
| CONOCOPHILLIPS | 40434 | 3804874 | COM |
| INVESCO QQQ TR | 6085 | 3769347 | UNIT SER 1 |
| SSGA ACTIVE ETF TR | 92277 | 3722454 | STATE STREET DOU |
| VANECK ETF TRUST | 72314 | 3695607 | HIGH YLD MUNIETF |
| MORGAN STANLEY | 20257 | 3627715 | COM NEW |
| VANGUARD WHITEHALL FDS | 25044 | 3620147 | HIGH DIV YLD |
| PRINCIPAL EXCHANGE TRADED FD | 52031 | 3584416 | US MEGA CP ETF |
| ISHARES TR | 9449 | 3554758 | RUS 1000 ETF |
| BOOKING HOLDINGS INC | 653 | 3545603 | COM |
| EATON CORP PLC | 11032 | 3539770 | SHS |
| INTUIT | 5239 | 3509822 | COM |
| FRANKLIN TEMPLETON ETF TR | 89476 | 3495827 | INTL COR DIV TIL |
| THERMO FISHER SCIENTIFIC INC | 5980 | 3489325 | COM |
| ISHARES TR | 26214 | 3404150 | U.S. FINLS ETF |
| ISHARES TR | 147240 | 3397570 | US TREAS BD ETF |
| FIDELITY COMWLTH TR | 35888 | 3305285 | NASDAQ COMPSIT |
| SERVICENOW INC | 21350 | 3292953 | COM |
| BLACKROCK INC | 3000 | 3250204 | COM |
| FRANKLIN TEMPLETON ETF TR | 130042 | 3232844 | FRANKLIN DYN MUN |
| VALERO ENERGY CORP | 19560 | 3224810 | COM |
| CAPITAL ONE FINL CORP | 13197 | 3219792 | COM |
| ASML HOLDING N V | 2986 | 3201777 | N Y REGISTRY SHS |
| SOUTHERN CO | 36278 | 3176943 | COM |
| CITIGROUP INC | 26849 | 3146996 | COM NEW |
| UNITEDHEALTH GROUP INC | 9468 | 3145054 | COM |
| AMERICAN CENTY ETF TR | 32620 | 3080672 | INTL SMCP VLU |
| ISHARES TR | 43694 | 3055531 | CORE DIV GRWTH |
| PHILIP MORRIS INTL INC | 18620 | 3015631 | COM |
| S&P GLOBAL INC | 5685 | 3000226 | COM |
| ISHARES TR | 39217 | 2964877 | RUSEL 2500 ETF |
| ISHARES TR | 14804 | 2962402 | MSCI USA QLT FCT |
| AT&T INC | 119041 | 2953424 | COM |
| INTUITIVE SURGICAL INC | 5135 | 2940905 | COM NEW |
| ISHARES TR | 19447 | 2908882 | US INDUSTRIALS |
| WISDOMTREE TR | 65815 | 2873483 | DYNAMIC INTL EQT |
| DUKE ENERGY CORP NEW | 24390 | 2870330 | COM NEW |
| NEXTERA ENERGY INC | 34661 | 2791276 | COM |
| DIMENSIONAL ETF TRUST | 59115 | 2787863 | US CORE EQT MKT |
| KLA CORP | 2240 | 2785842 | COM NEW |
| ISHARES TR | 42513 | 2784602 | US HLTHCARE ETF |
| CAPITAL GROUP NEW GEOGRAPHY | 86344 | 2767325 | SHS |
| AMERICAN CENTY ETF TR | 24531 | 2764644 | US EQT ETF |
| PEPSICO INC | 19120 | 2756367 | COM |
| ISHARES U S ETF TR | 53436 | 2731648 | SHORT DURATION B |
| STRYKER CORPORATION | 7684 | 2721201 | COM |
| FIDELITY COVINGTON TRUST | 59975 | 2676684 | SML MID MLTFCT |
| ASTRAZENECA PLC | 28594 | 2645289 | SPONSORED ADR |
| HOWMET AEROSPACE INC | 12700 | 2639195 | COM |
| AMPHENOL CORP NEW | 19260 | 2623278 | CL A |
| GE VERNOVA INC | 3971 | 2619472 | COM |
| PNC FINL SVCS GROUP INC | 12269 | 2589559 | COM |
| PGIM ETF TR | 72541 | 2576323 | ACTV HY BD ETF |
| ANALOG DEVICES INC | 9356 | 2571341 | COM |
| NEUBERGER BERMAN ETF TRUST | 49739 | 2553038 | FLEXIBLE CREDIT |
| LINDE PLC | 5956 | 2551581 | SHS |
| ISHARES TR | 20899 | 2543298 | CORE S&P SCP ETF |
| LOWES COS INC | 10350 | 2517002 | COM |
| DISNEY WALT CO | 21926 | 2516896 | COM |
| AMGEN INC | 7612 | 2502229 | COM |
| PIMCO ETF TR | 47433 | 2492604 | INTER MUN BD ACT |
| EMERSON ELEC CO | 18245 | 2468475 | COM |
| QUALCOMM INC | 14210 | 2467709 | COM |
| SCHWAB STRATEGIC TR | 101834 | 2464385 | INTL EQTY ETF |
| FRANKLIN TEMPLETON ETF TR | 99487 | 2429970 | HIGH YIELD CORP |
| ISHARES TR | 9593 | 2425014 | MSCI USA MMENTM |
| VERIZON COMMUNICATIONS INC | 58600 | 2385037 | COM |
| ISHARES TR | 11118 | 2374385 | S&P 500 VAL ETF |
| ACCENTURE PLC IRELAND | 8740 | 2360028 | SHS CLASS A |
| CHUBB LIMITED | 7431 | 2334423 | COM |
| TEXAS INSTRS INC | 13239 | 2322469 | COM |
| ISHARES TR | 27798 | 2303064 | 1 3 YR TREAS BD |
| NOVARTIS AG | 16315 | 2263267 | SPONSORED ADR |
| SAP SE | 9253 | 2263191 | SPON ADR |
| UNION PAC CORP | 9642 | 2247237 | COM |
| FRANKLIN TEMPLETON ETF TR | 39471 | 2243532 | US MID CP MLTFCT |
| BOSTON SCIENTIFIC CORP | 23315 | 2238493 | COM |
| VANGUARD BD INDEX FDS | 31923 | 2231452 | LONG TERM BOND |
| DANAHER CORPORATION | 9626 | 2220636 | COM |
| GOLDMAN SACHS ETF TR | 51130 | 2206260 | ACTIVEBETA INT |
| ADOBE INC | 6250 | 2203304 | COM |
| ISHARES TR | 46596 | 2173709 | CORE UNIVRSL USD |
| ISHARES TR | 32402 | 2161223 | CORE S&P MCP ETF |
| VANECK ETF TRUST | 73174 | 2149852 | FALLEN ANGEL HG |
| DEERE & CO | 4566 | 2145960 | COM |
| GILEAD SCIENCES INC | 17286 | 2129344 | COM |
| SCHWAB CHARLES CORP | 20943 | 2105889 | COM |
| CBRE GROUP INC | 12825 | 2094559 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 12820 | 2091778 | COM |
| CVS HEALTH CORP | 26021 | 2077853 | COM |
| JANUS DETROIT STR TR | 40973 | 2072021 | HENDRSON AAA CL |
| HSBC HLDGS PLC | 26110 | 2070034 | SPON ADR NEW |
| INVESCO ACTIVELY MANAGED EXC | 41202 | 2069988 | ULTRA SHRT DUR |
| DIMENSIONAL ETF TRUST | 62384 | 2068684 | EMERGING MKTS CO |
| MEDTRONIC PLC | 21361 | 2064813 | SHS |
| INTEL CORP | 54883 | 2047158 | COM |
| ILLINOIS TOOL WKS INC | 8139 | 2041583 | COM |
| SELECT SECTOR SPDR TR | 14036 | 2040986 | STATE STREET TEC |
| EA SERIES TRUST | 85310 | 2005647 | EA BRIDGEWAY OMN |
| ARISTA NETWORKS INC | 15097 | 1999560 | COM SHS |
| VANGUARD INTL EQUITY INDEX F | 26921 | 1988923 | ALLWRLD EX US |
| CME GROUP INC | 7163 | 1975900 | COM |
| WISDOMTREE TR | 40249 | 1972805 | US SHT TRM CORP |
| HONEYWELL INTL INC | 10024 | 1968416 | COM |
| CONSTELLATION ENERGY CORP | 5411 | 1932491 | COM |
| ISHARES TR | 17441 | 1930116 | IBOXX INV CP ETF |
| T-MOBILE US INC | 9436 | 1923177 | COM |
| SSGA ACTIVE ETF TR | 46614 | 1922828 | STATE STREET BLA |
| UBER TECHNOLOGIES INC | 23286 | 1912268 | COM |
| AUTOMATIC DATA PROCESSING IN | 7349 | 1907542 | COM |
| PARKER-HANNIFIN CORP | 2143 | 1905183 | COM |
| LISTED FDS TR | 35382 | 1897537 | SHARES LAG CAP |
| WASTE MGMT INC DEL | 8536 | 1896195 | COM |
| WISDOMTREE TR | 37083 | 1865662 | FLOATNG RAT TREA |
| STARBUCKS CORP | 21868 | 1864308 | COM |
| BANCO SANTANDER SA | 156207 | 1849494 | ADR |
| API GROUP CORP | 47580 | 1848959 | COM STK |
| BRISTOL-MYERS SQUIBB CO | 34063 | 1846560 | COM |
| ISHARES TR | 12279 | 1843695 | ESG AWR MSCI USA |
| WISDOMTREE TR | 39330 | 1828058 | US HGH YLD CORP |
| AMERICAN CENTY ETF TR | 21940 | 1815316 | INTL EQT ETF |
| MARRIOTT INTL INC NEW | 5766 | 1810411 | CL A |
| VERTEX PHARMACEUTICALS INC | 3985 | 1808299 | COM |
| MOODYS CORP | 3499 | 1804992 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 54495 | 1799986 | INTL EQUITY ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 6003 | 1798551 | SPONSORED ADS |
| ALTRIA GROUP INC | 30133 | 1740823 | COM |
| APPLOVIN CORP | 2502 | 1735662 | COM CL A |
| ECOLAB INC | 6537 | 1729152 | COM |
| HCA HEALTHCARE INC | 3591 | 1699767 | COM |
| AMERIPRISE FINL INC | 3437 | 1699609 | COM |
| MCKESSON CORP | 2043 | 1690621 | COM |
| INVESCO EXCH TRD SLF IDX FD | 79825 | 1669939 | BULLETSHS 2032 |
| PIMCO ETF TR | 61458 | 1650762 | MULTISECTOR BD |
| ENBRIDGE INC | 33822 | 1625190 | COM |
| NEWMONT CORP | 15848 | 1614345 | COM |
| FRANKLIN ETF TR | 17698 | 1609674 | SHRT DUR US GOVT |
| INVESCO EXCH TRADED FD TR II | 13352 | 1606975 | S&P 500 MOMNTM |
| MARSH & MCLENNAN COS INC | 8568 | 1605316 | COM |
| VANGUARD MALVERN FDS | 32318 | 1598778 | STRM INFPROIDX |
| ALPS ETF TR | 33799 | 1595313 | ALERIAN MLP |
| CUMMINS INC | 3098 | 1591528 | COM |
| GENERAL MTRS CO | 19257 | 1585435 | COM |
| WILLIAMS COS INC | 26317 | 1583282 | COM |
| ISHARES TR | 10514 | 1575104 | CORE S&P TTL STK |
| SHELL PLC | 21332 | 1574972 | SPON ADS |
| ISHARES TR | 16581 | 1574447 | MSCI USA MIN VOL |
| MONDELEZ INTL INC | 28478 | 1560914 | CL A |
| BANCO BILBAO VIZCAYA ARGENTA | 66530 | 1560139 | SPONSORED ADR |
| MITSUBISHI UFJ FINL GROUP IN | 97819 | 1558265 | SPONSORED ADS |
| BLACKROCK ETF TRUST | 40008 | 1555111 | ISHARES US THEMA |
| SPDR INDEX SHS FDS | 32994 | 1545109 | PORTFOLIO EMG MK |
| METLIFE INC | 19140 | 1527023 | COM |
| DIMENSIONAL ETF TRUST | 27926 | 1518705 | GLOBAL CR ETF |
| SYNOPSYS INC | 3162 | 1500639 | COM |
| ISHARES TR | 72300 | 1486850 | IBONDS DEC 2031 |
| THE CIGNA GROUP | 5361 | 1482297 | COM |
| AUTODESK INC | 4913 | 1471862 | COM |
| WABTEC | 6763 | 1465536 | COM |
| CADENCE DESIGN SYSTEM INC | 4626 | 1460033 | COM |
| INVESCO ACTVELY MNGD ETC FD | 108718 | 1458996 | OPTIMUM YIELD |
| SCHWAB STRATEGIC TR | 53684 | 1455933 | US LRG CAP ETF |
| ISHARES TR | 11958 | 1453339 | GLOBAL FINLS ETF |
| WISDOMTREE TR | 25109 | 1439787 | US SMALLCAP FUND |
| DIMENSIONAL ETF TRUST | 33585 | 1433072 | CORE FIXED INCOM |
| TRAVELERS COMPANIES INC | 4873 | 1424893 | COM |
| NORFOLK SOUTHN CORP | 4878 | 1415206 | COM |
| BARCLAYS PLC | 54825 | 1402972 | ADR |
| ISHARES TR | 5639 | 1398642 | RUSSELL 2000 ETF |
| VANGUARD WHITEHALL FDS | 15115 | 1388162 | INTL DVD ETF |
| PROGRESSIVE CORP | 6028 | 1386419 | COM |
| LOEWS CORP | 13039 | 1384677 | COM |
| SCHWAB STRATEGIC TR | 52276 | 1382183 | US BRD MKT ETF |
| NORTHROP GRUMMAN CORP | 2400 | 1379029 | COM |
| ISHARES TR | 27427 | 1373544 | CORE INTL AGGR |
| WELLTOWER INC | 7277 | 1368156 | COM |
| DOUBLELINE ETF TRUST | 29358 | 1363092 | OPPORTUNISTIC CO |
| TRUIST FINL CORP | 27427 | 1359309 | COM |
| COMCAST CORP NEW | 45352 | 1359212 | CL A |
| SONY GROUP CORP | 52807 | 1358207 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 25662 | 1352539 | GLOBAL EX US COR |
| CROWDSTRIKE HLDGS INC | 2843 | 1352465 | CL A |
| US BANCORP DEL | 24707 | 1341837 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 5246 | 1337940 | NASDAQ 100 ETF |
| WORLD GOLD TR | 15540 | 1334886 | SPDR GLD MINIS |
| MARATHON PETE CORP | 8145 | 1334438 | COM |
| TOYOTA MOTOR CORP | 6198 | 1331682 | ADS |
| SCHWAB STRATEGIC TR | 56604 | 1325672 | US AGGREGATE B |
| BOEING CO | 5949 | 1300042 | COM |
| SHERWIN WILLIAMS CO | 3963 | 1292608 | COM |
| GENERAL DYNAMICS CORP | 3782 | 1284153 | COM |
| AMETEK INC | 6193 | 1282257 | COM |
| SLB LIMITED | 33157 | 1278229 | COM STK |
| SIMPLIFY EXCHANGE TRADED FUN | 39646 | 1274500 | HEDGED EQUITY |
| ISHARES TR | 3683 | 1271235 | S&P 100 ETF |
| CSX CORP | 34870 | 1269994 | COM |
| SUMITOMO MITSUI FINL GROUP I | 65259 | 1265383 | SPONSORED ADR |
| LOCKHEED MARTIN CORP | 2590 | 1263931 | COM |
| DELTA AIR LINES INC DEL | 18194 | 1261625 | COM NEW |
| UNIVEST FINANCIAL CORPORATIO | 38049 | 1254492 | COM |
| AMERICAN CENTY ETF TR | 16201 | 1251041 | AVANTIS EMGMKT |
| PROLOGIS INC. | 9670 | 1247609 | COM |
| ISHARES TR | 3160 | 1231547 | RUSSELL 3000 ETF |
| BONDBLOXX ETF TRUST | 26534 | 1231447 | BLOOMBERG TEN YR |
| PALO ALTO NETWORKS INC | 6573 | 1228221 | COM |
| DIMENSIONAL ETF TRUST | 25568 | 1227775 | SHORT DURATION F |
| INVESCO EXCHANGE TRADED FD T | 20530 | 1224409 | S&P 500 TOP 50 |
| ISHARES TR | 6025 | 1214098 | U.S. TECH ETF |
| COLGATE PALMOLIVE CO | 15261 | 1213421 | COM |
| MONSTER BEVERAGE CORP NEW | 15674 | 1213379 | COM |
| PFIZER INC | 48293 | 1206861 | COM |
| FEDEX CORP | 4139 | 1204909 | COM |
| ISHARES TR | 20876 | 1198909 | CALIF MUN BD ETF |
| FLEXSHARES TR | 25981 | 1198763 | MORNSTAR UPSTR |
| NUVEEN AMT-FREE MUN VALUE FD | 83344 | 1198487 | COM |
| MARTIN MARIETTA MATLS INC | 1869 | 1180213 | COM |
| SPDR GOLD TR | 2952 | 1177523 | GOLD SHS |
| VANGUARD STAR FDS | 15503 | 1174540 | VG TL INTL STK F |
| ING GROEP N.V. | 41049 | 1153505 | SPONSORED ADR |
| ISHARES TR | 11935 | 1151066 | MSCI EAFE ETF |
| TOTALENERGIES SE | 16837 | 1109895 | ACT |
| SANOFI SA | 22587 | 1100890 | SPONSORED ADR |
| PRINCIPAL EXCHANGE TRADED FD | 18768 | 1093611 | PRIN U S SMALL |
| PRINCIPAL EXCHANGE TRADED FD | 20794 | 1093199 | PRNCPL VLU ETF |
| BLACKSTONE INC | 7005 | 1084295 | COM |
| HILTON WORLDWIDE HLDGS INC | 3726 | 1082142 | COM |
| ELEVANCE HEALTH INC FORMERLY | 3093 | 1078970 | COM |
| FORD MTR CO | 81313 | 1075772 | COM |
| UNILEVER PLC | 16279 | 1068243 | SPON ADR NEW |
| VANGUARD WORLD FD | 4217 | 1066318 | MEGA CAP INDEX |
| JOHNSON CTLS INTL PLC | 8816 | 1066236 | SHS |
| DIMENSIONAL ETF TRUST | 31985 | 1062228 | US SMALL CAP VAL |
| OREILLY AUTOMOTIVE INC | 11545 | 1056062 | COM |
| 3M CO | 6548 | 1055426 | COM |
| VANGUARD WHITEHALL FDS | 15495 | 1046842 | EM MK GOV BD ETF |
| ISHARES TR | 5723 | 1045372 | RUS 2000 VAL ETF |
| WISDOMTREE TR | 22646 | 1037640 | INDIA ERNGS FD |
| SPDR DOW JONES INDL AVERAGE | 2090 | 1011170 | UT SER 1 |
| QUANTA SVCS INC | 2337 | 1002144 | COM |
| CORNING INC | 11249 | 999648 | COM |
| SCHWAB STRATEGIC TR | 33385 | 996235 | US LCAP VA ETF |
| GENERAL MLS INC | 21264 | 992396 | COM |
| AMERICAN TOWER CORP NEW | 5604 | 990468 | COM |
| BAKER HUGHES COMPANY | 21439 | 988148 | CL A |
| ISHARES TR | 2950 | 961175 | RUS 2000 GRW ETF |
| BANK NEW YORK MELLON CORP | 8207 | 959216 | COM |
| BRITISH AMERN TOB PLC | 16954 | 958783 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 6022 | 941961 | STATE STREET IND |
| HUNTINGTON BANCSHARES INC | 53716 | 938431 | COM |
| TRANE TECHNOLOGIES PLC | 2388 | 935523 | SHS |
| ISHARES TR | 18233 | 926793 | FLTG RATE NT ETF |
| REPUBLIC SVCS INC | 4305 | 924257 | COM |
| ISHARES TR | 5461 | 924176 | CORE S&P US GWT |
| PGIM ETF TR | 18603 | 922374 | PGIM ULTRA SH BD |
| BHP GROUP LTD | 15011 | 914475 | SPONSORED ADS |
| BLACKROCK ETF TRUST | 26977 | 908046 | ISHARES A I INNO |
| CMS ENERGY CORP | 12825 | 903177 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 47286 | 900798 | SPECTRUM PFD |
| MIZUHO FINANCIAL GROUP INC | 122368 | 900634 | SPONSORED ADR |
| ROCKWELL AUTOMATION INC | 2264 | 891445 | COM |
| BECTON DICKINSON & CO | 4553 | 890905 | COM |
| FLEXSHARES TR | 10923 | 890552 | QLT DIV DEF IDX |
| BP PLC | 25564 | 888355 | SPONSORED ADR |
| AMERICAN ELEC PWR CO INC | 7638 | 885994 | COM |
| J P MORGAN EXCHANGE TRADED F | 17447 | 885967 | ULTRA SHRT ETF |
| NOVO-NORDISK A S | 17135 | 877655 | ADR |
| AIR PRODS & CHEMS INC | 3500 | 870956 | COM |
| ONEOK INC NEW | 11747 | 867205 | COM |
| PAYPAL HLDGS INC | 14558 | 860408 | COM |
| ROYAL CARIBBEAN GROUP | 3041 | 856681 | COM |
| WISDOMTREE TR | 5895 | 850554 | JAPN HEDGE EQT |
| WW GRAINGER INC | 829 | 846861 | COM |
| WISDOMTREE TR | 15783 | 838866 | EUROPE HEDGED EQ |
| ISHARES TR | 10664 | 830512 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 9288 | 828677 | REAL ESTATE ETF |
| SCHWAB STRATEGIC TR | 25277 | 828339 | EMRG MKTEQ ETF |
| RIO TINTO PLC | 10251 | 825414 | SPONSORED ADR |
| UNITED RENTALS INC | 1009 | 824719 | COM |
| SPOTIFY TECHNOLOGY S A | 1426 | 822346 | SHS |
| DIMENSIONAL ETF TRUST | 16901 | 814121 | NATL MUN BD ETF |
| M & T BK CORP | 3949 | 803838 | COM |
| SIMON PPTY GROUP INC NEW | 4296 | 802708 | COM |
| MAIN STR CAP CORP | 13319 | 801593 | COM |
| VANGUARD SCOTTSDALE FDS | 13401 | 787499 | SHORT TERM TREAS |
| ISHARES TR | 8511 | 786842 | RUS TP200 VL ETF |
| RELX PLC | 19109 | 785571 | SPONSORED ADR |
| AON PLC | 2202 | 785142 | SHS CL A |
| TIDAL TRUST I | 42867 | 783180 | SP DWJNS SUKUK |
| XCEL ENERGY INC | 10553 | 782958 | COM |
| SEMPRA | 8780 | 782277 | COM |
| IDEXX LABS INC | 1130 | 771670 | COM |
| AMERICAN INTL GROUP INC | 8941 | 770096 | COM NEW |
| WARNER BROS DISCOVERY INC | 26577 | 769138 | COM SER A |
| VANGUARD SCOTTSDALE FDS | 2465 | 767839 | VNG RUS1000IDX |
| VANGUARD ADMIRAL FDS INC | 3701 | 763923 | 500 VAL IDX FD |
| BLACKROCK ETF TRUST II | 15685 | 763546 | ISHARES HIGH YIE |
| BLACKROCK ETF TRUST II | 14396 | 760253 | ISHARES FLEXIBLE |
| EQUINIX INC | 987 | 759758 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 39917 | 758223 | ACTIVE HIGH YL |
| UNITED PARCEL SERVICE INC | 7598 | 757102 | CL B |
| SCHWAB STRATEGIC TR | 28490 | 756133 | US TIPS ETF |
| TARGET CORP | 7724 | 752595 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 10910 | 748535 | SHS REP COM UT |
| CARNIVAL CORP | 24259 | 747662 | UNIT 99/99/9999 |
| NATWEST GROUP PLC | 42462 | 746919 | SPONS ADR |
| NIKE INC | 12185 | 745658 | CL B |
| KINDER MORGAN INC DEL | 26763 | 738146 | COM |
| NATIONAL GRID PLC | 9469 | 736404 | SPONSORED ADR NE |
| VISTRA CORP | 4521 | 735255 | COM |
| GSK PLC | 14883 | 733745 | SPONSORED ADR |
| VANGUARD INDEX FDS | 2593 | 731573 | MCAP GR IDXVIP |
| ISHARES TR | 6699 | 730861 | U.S. UTILITS ETF |
| AUTOZONE INC | 214 | 727354 | COM |
| CENCORA INC | 2137 | 726880 | COM |
| ALLSTATE CORP | 3442 | 719745 | COM |
| ISHARES TR | 28576 | 717546 | GLOBAL REIT ETF |
| WESTERN DIGITAL CORP | 4047 | 712536 | COM |
| CORTEVA INC | 10534 | 709697 | COM |
| CINTAS CORP | 3712 | 706621 | COM |
| DOORDASH INC | 3087 | 704335 | CL A |
| TE CONNECTIVITY PLC | 3055 | 703955 | ORD SHS |
| FASTENAL CO | 17140 | 700529 | COM |
| FLEXSHARES TR | 28896 | 695267 | IBOXX 3R TARGT |
| VANGUARD WORLD FD | 898 | 683296 | INF TECH ETF |
| VANGUARD SCOTTSDALE FDS | 6779 | 679610 | VNG RUS2000IDX |
| ROBINHOOD MKTS INC | 5875 | 678269 | COM CL A |
| KEYCORP | 32704 | 677954 | COM |
| KROGER CO | 10747 | 673669 | COM |
| DOMINION ENERGY INC | 11393 | 672915 | COM |
| SPDR SERIES TRUST | 29736 | 670844 | BLOOMBERG INTL T |
| UNITED AIRLS HLDGS INC | 6015 | 670793 | COM |
| SYNCHRONY FINANCIAL | 7880 | 664386 | COM |
| SPDR INDEX SHS FDS | 16871 | 663368 | S&P EM MKT DIV |
| COINBASE GLOBAL INC | 2864 | 663330 | COM CL A |
| ISHARES TR | 17321 | 663048 | MSCI INTL VLU FT |
| ISHARES GOLD TR | 8005 | 654089 | ISHARES NEW |
| DIGITAL RLTY TR INC | 4178 | 653477 | COM |
| FREEPORT-MCMORAN INC | 12620 | 648842 | CL B |
| DIMENSIONAL ETF TRUST | 24276 | 645984 | GLOBAL REAL EST |
| ROSS STORES INC | 3545 | 643275 | COM |
| CAPITAL GRP FIXED INCM ETF T | 25129 | 639536 | MUNICIPAL HIGH I |
| MOTOROLA SOLUTIONS INC | 1658 | 636624 | COM NEW |
| DIAMONDBACK ENERGY INC | 4208 | 636513 | COM |
| AFLAC INC | 5737 | 635672 | COM |
| ISHARES BITCOIN TRUST ETF | 12671 | 631396 | SHS BEN INT |
| EXELON CORP | 14340 | 629829 | COM |
| OLD REP INTL CORP | 13609 | 629280 | COM |
| ISHARES TR | 5679 | 626053 | AGENCY BOND ETF |
| AGILENT TECHNOLOGIES INC | 4514 | 621274 | COM |
| APTIV PLC | 7987 | 614229 | COM SHS |
| D R HORTON INC | 4172 | 607179 | COM |
| KKR & CO INC | 4703 | 605065 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2211 | 599778 | DJ INTERNT IDX |
| ZOETIS INC | 4711 | 595537 | CL A |
| FLEXSHARES TR | 9803 | 595434 | STOXX GLOBR INF |
| TERADYNE INC | 3017 | 593353 | COM |
| DARDEN RESTAURANTS INC | 3188 | 589803 | COM |
| SCHWAB STRATEGIC TR | 12894 | 589791 | INTL SCEQT ETF |
| VEEVA SYS INC | 2618 | 588108 | CL A COM |
| PACCAR INC | 5257 | 583428 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 7210 | 583400 | COM |
| EOG RES INC | 5504 | 581578 | COM |
| TRANSDIGM GROUP INC | 440 | 579674 | COM |
| KIMBERLY-CLARK CORP | 5694 | 578432 | COM |
| INVESCO EXCH TRADED FD TR II | 28864 | 574405 | CEF INM COMPSI |
| LAKELAND FINL CORP | 9964 | 571934 | COM |
| CARDINAL HEALTH INC | 2757 | 571395 | COM |
| DEUTSCHE BANK A G | 14636 | 568023 | NAMEN AKT |
| GALLAGHER ARTHUR J & CO | 2160 | 565609 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 6701 | 563857 | CL A |
| MSCI INC | 961 | 559546 | COM |
| SANDISK CORP | 2323 | 558031 | COM |
| DTE ENERGY CO | 4277 | 555142 | COM |
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