United Financial Planning Group LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, United Financial Planning Group LLC held in its portfolio 487 assets valued at $164,837,673 (i.e. $164.84M).
The most valuable assets in the portfolio included: VANGUARD VALUE ETF ($29.64M), VANGUARD GROWTH ETF ($28.39M), and VANGUARD FTSE DEVELOPED MARKETS ETF ($26.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 487 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
United Financial Planning Group LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD VALUE ETF | 155169 | 29635685 | ETF |
| VANGUARD GROWTH ETF | 58192 | 28389698 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 417953 | 26109514 | ETF |
| ISHARES CORE S&P MID CAP ETF | 126709 | 8362818 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 56717 | 6816216 | ETF |
| ISHARES CORE MSCI EMERGING ETF | 100808 | 6776287 | ETF |
| VANGUARD REAL ESTATE ETF | 62007 | 5487015 | ETF |
| VANGUARD TOTAL INTERNATIONAL BND ETF | 101529 | 4905872 | ETF |
| VANGUARD MID CAP ETF | 13300 | 3860008 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 48441 | 3817634 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 6733 | 2257423 | ETF |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | 42168 | 2229822 | ETF |
| APPLE INC | 7817 | 2125074 | COM |
| VANGUARD TOTAL INTERNATIONAL STK ETF | 27116 | 2045593 | ETF |
| VANGUARD SMALL CAP ETF | 7759 | 2001514 | ETF |
| ISHARES CORE MSCI INTRL DVLP MKT ETF | 23905 | 1971686 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 29694 | 1596354 | ETF |
| SPDR S&P 500 ETF | 1692 | 1153532 | ETF |
| VANGUARD INTERMEDIATE TERM BOND ETF | 14672 | 1142641 | ETF |
| SPDR GOLD SHARES ETF | 2694 | 1067659 | ETF |
| ISHARES SILVER TRUST ETF | 16147 | 1040190 | ETF |
| WALMART INC | 9254 | 1031008 | COM |
| NVIDIA CORP | 5067 | 945040 | COM |
| MICROSOFT CORP | 1685 | 814900 | COM |
| VANGUARD S&P 500 ETF | 1285 | 805700 | ETF |
| CONSOLIDATED EDISON INC | 8081 | 802633 | COM |
| BARRICK MNG CORP F | 18324 | 798010 | COM |
| VANGUARD TOTAL BOND MARKET ETF | 10171 | 753341 | ETF |
| NEWMONT CORP | 7441 | 743003 | COM |
| BROADCOM INC | 1518 | 525506 | COM |
| VANGUARD HIGH DIVIDEND YIELD ETF | 3635 | 521695 | ETF |
| ORACLE CORP | 2420 | 471682 | COM |
| BERKSHIRE HATHAWAY CLASS CLASS B | 906 | 455401 | COM |
| MOODYS CORP | 836 | 427071 | COM |
| ALPHABET INC CLASS A | 1335 | 417795 | COM |
| VISA INC CLASS A | 1180 | 413689 | COM |
| AMAZON.COM INC | 1606 | 370697 | COM |
| ISHARES RUSSELL 1000 VALUE ETF | 1757 | 369567 | ETF |
| JPMORGAN CHASE & CO | 1075 | 346359 | COM |
| VANGUARD DIVIDEND APPRECIATION ETF | 1508 | 331394 | ETF |
| ALPHABET INC CLASS C | 1025 | 321584 | COM |
| VANGUARD UTILITIES ETF | 1691 | 312903 | ETF |
| VANGUARD LONG-TERM BOND ETF | 4290 | 298222 | ETF |
| STATE STRET ENRGY SLECT SEC SPDR ETF | 6626 | 296252 | ETF |
| SCHWAB US AGGREGATE BOND ETF | 12581 | 294027 | ETF |
| EXXON MOBIL CORP | 2411 | 290140 | COM |
| INVSC QQQ TRUST SRS 1 ETF | 467 | 286883 | ETF |
| ISHARES CORE S&P 500 ETF | 396 | 271503 | ETF |
| META PLATFORMS INC CLASS A | 391 | 258095 | COM |
| MCDONALDS CORP | 814 | 248743 | COM |
| ABBVIE INC | 1083 | 247482 | COM |
| TESLA INC | 518 | 232955 | COM |
| VANGUARD SHORT TERM COR BD ETF | 2785 | 222083 | ETF |
| ISHARES IBOXX INVT GRADE BOND ETF | 1947 | 214561 | ETF |
| IBM CORP | 648 | 191944 | COM |
| MOTOROLA SOLUTIONS INC | 493 | 188977 | COM |
| FEDEX CORP | 634 | 183166 | COM |
| ING GROEP N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 6330 | 177240 | COM |
| AGNICO EAGLE MINES LTD F | 1010 | 171225 | COM |
| HOME DEPOT INC | 468 | 161084 | COM |
| FIDELITY WISE ORIGIN BITCOIN FUND | 2074 | 158101 | COM |
| ISHARES CORE MSCI EAFE ETF | 1669 | 149309 | ETF |
| VANGUARD LARGE CAP ETF | 461 | 145123 | ETF |
| BOEING CO | 612 | 132843 | COM |
| QUALCOMM INC | 680 | 116314 | COM |
| CALAMOS CONVERTIBLE AND | 10000 | 113100 | COM |
| ISHARES MSCI GLL MET MIN PROD ETF | 2057 | 105625 | ETF |
| MORGAN STANLEY | 588 | 104388 | COM |
| GOLDMAN SACHS GROUP INC | 117 | 102843 | COM |
| ISHARES BIOTECHNOLOGY ETF | 558 | 94174 | ETF |
| PFIZER INC | 3526 | 87797 | COM |
| BLACKSTONE INC | 560 | 86318 | COM |
| ISHARES MSCI EAFE ETF | 841 | 80761 | ETF |
| VANGUARD EXTENDED MARKET ETF | 353 | 73819 | ETF |
| BANK OF AMERICA CORP | 1278 | 70290 | COM |
| CATERPILLAR INC | 122 | 70120 | COM |
| SCHWAB US LARGE CAP GROWTH ETF | 2120 | 69171 | ETF |
| S&P GLOBAL INC | 132 | 68982 | COM |
| SPDR BLOOMBG INTL TRY BD ETF | 3042 | 68534 | ETF |
| INVSC S P GLOBAL WATER INDEX ETF | 1060 | 66808 | ETF |
| LINDE PLC F | 154 | 65664 | COM |
| NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 473 | 65213 | COM |
| SEAGATE TECHNOLOGY H F | 236 | 64992 | COM |
| COLGATE PALMOLIVE CO | 815 | 64401 | COM |
| SCHWAB US LARGE CAP VALUE ETF | 2107 | 62384 | ETF |
| ACCENTURE PLC IRELAND F CLASS A | 207 | 55538 | COM |
| PEPSICO INC | 382 | 54825 | COM |
| ISHARES RUSSELL 2000 ETF | 213 | 52432 | ETF |
| FS SPECIALTY LENDING | 3651 | 51625 | COM |
| DISNEY WALT CO | 449 | 51083 | COM |
| INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 2167 | 50256 | ETF |
| STATE STRET TEC SELECT SEC SPDR ETF | 349 | 50178 | ETF |
| TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 159 | 48319 | COM |
| D R HORTON INC | 333 | 47962 | COM |
| JOHNSON & JOHNSON | 230 | 47599 | COM |
| ON HLDG AG F CLASS A | 1000 | 46480 | COM |
| VANGUARD GLBAL EX US REAL ESTATE ETF | 1000 | 45848 | ETF |
| MERCK & CO. INC. | 422 | 44420 | COM |
| ELI LILLY AND CO | 39 | 41913 | COM |
| VANGUARD INFORMATION TECHNOLOGY ETF | 55 | 41458 | ETF |
| SMARTSTOP SELF STORAGE R | 1337 | 41367 | COM |
| ISHARES ESG AWARE MSCI USA ETF | 270 | 40248 | ETF |
| COMCAST CORP NEW TRADES WITH DUE BILLS | 1317 | 39378 | COM |
| PALANTIR TECHNOLOGIES IN CLASS CLASS A | 221 | 39283 | COM |
| VANGUARD INTERMEDIATE TERM COR ETF | 464 | 38841 | ETF |
| US BANCORP DEL | 713 | 38046 | COM |
| ISHARES US MEDICAL DEVICES ETF | 600 | 37290 | ETF |
| HARTFORD INS GROUP INC | 257 | 35415 | COM |
| VGRD FTSE ALL WRLD EX US SML CAP ETF | 244 | 34916 | ETF |
| ISHARES MSCI AGRI PRODUCERS ETF | 897 | 34595 | ETF |
| NETFLIX INC | 350 | 32816 | COM |
| SILA RLTY TR INC REIT | 1380 | 32168 | COM |
| CHEVRON CORP NEW | 203 | 30939 | COM |
| PROCTER & GAMBLE CO | 206 | 29522 | COM |
| LOCKHEED MARTIN CORP | 61 | 29504 | COM |
| LOWES COS INC | 122 | 29422 | COM |
| NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 538 | 27373 | COM |
| BLACKROCK ENHANCED EQUIT | 2847 | 26990 | COM |
| GE AEROSPACE | 86 | 26510 | COM |
| STARBUCKS CORP | 311 | 26189 | COM |
| STRYKER CORP | 74 | 26009 | COM |
| ST STRT SPDR PRTL S&P 500 GRW ETF IV | 242 | 25821 | ETF |
| ISHARES CORE MSCI TOTL INTL STCK ETF | 294 | 24845 | ETF |
| AMGEN INC | 75 | 24500 | COM |
| DYNATRACE INC | 553 | 23967 | COM |
| BLACKROCK MUNIYIELD NY Q | 2382 | 23606 | COM |
| MEDTRONIC PLC F | 245 | 23535 | COM |
| CHARLES SCHWAB US MC ETF | 781 | 23483 | ETF |
| ISHARES S&P SMALL CAP 600 ETF | 199 | 22630 | ETF |
| ITT INC | 130 | 22556 | COM |
| SHOPIFY INC F CLASS A | 140 | 22536 | COM |
| SPOTIFY TECHNOLOGY S A F | 38 | 22067 | COM |
| BLACKROCK INC NEW | 20 | 21407 | COM |
| THE COCA-COLA CO | 302 | 21098 | COM |
| AUTODESK INC | 71 | 21017 | COM |
| CISCO SYS INC | 267 | 20567 | COM |
| ANALOG DEVICES INC | 75 | 20340 | COM |
| ISHARES BRD USD INV GRD CORP BD ETF | 392 | 20315 | ETF |
| BLACKROCK MUNIHOLDINGS N | 1980 | 20255 | COM |
| INTERCONTINENTAL EXCHANG | 122 | 19759 | COM |
| PHILIP MORRIS INTL INC | 123 | 19729 | COM |
| PULTEGROUP INC | 168 | 19700 | COM |
| SALESFORCE INC | 74 | 19603 | COM |
| ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 18 | 19257 | COM |
| SPDR DOW JONES INDUSTRIAL AVRG ETF | 40 | 19223 | ETF |
| ISHARES S&P 100 ETF | 56 | 19206 | ETF |
| SEA LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 149 | 19008 | COM |
| MASTERCARD INC CLASS CLASS A | 33 | 18839 | COM |
| CIENA CORP | 78 | 18242 | COM |
| NORTHROP GRUMMAN CORP | 31 | 17900 | COM |
| MITSUBISHI HEAVY INDS F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 738 | 17882 | COM |
| VANGUARD MEGA CAP GROWTH ETF | 43 | 17728 | ETF |
| CARDINAL HEALTH INC | 86 | 17673 | COM |
| STE STRT FINCL SLCT SECTOR SPDR ETF | 312 | 17105 | ETF |
| FLUSHING FINL CORP | 1125 | 17066 | COM |
| ADVANCED MICRO DEVIC | 79 | 16919 | COM |
| SERVICENOW INC | 110 | 16851 | COM |
| VALERO ENERGY CORP NEW | 103 | 16767 | COM |
| NEXTERA ENERGY INC | 205 | 16457 | COM |
| SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 66 | 16032 | COM |
| EMERALD HLDG INC | 3551 | 15873 | COM |
| ISHARES ESG AWARE MSCI EAFE ETF | 166 | 15780 | ETF |
| TE CONNECTIVITY PLC F | 69 | 15698 | COM |
| VANGUARD MID CAP GROWTH ETF | 56 | 15563 | ETF |
| STE SRT CNSR STPLS SLCT SEC SPDR ETF | 200 | 15536 | ETF |
| COSTCO WHSL CORP NEW | 18 | 15522 | COM |
| STATE STRT INDSTL SLCT SCTR SPDR ETF | 100 | 15512 | ETF |
| APPLOVIN CORP CLASS A | 22 | 14824 | COM |
| INTERNTNL PAPER CO | 365 | 14361 | COM |
| INVESCO S&P 500 LOW VOLATILITY ETF | 200 | 14284 | ETF |
| ISHARES MBS ETF | 149 | 14230 | ETF |
| STATE STREET SPDR S&P DIV ETF | 100 | 13916 | ETF |
| J P MORGAN NASDAQ EQT PRM INC ETF | 236 | 13716 | ETF |
| AT&T INC | 533 | 13247 | COM |
| HOWMET AEROSPACE INC | 63 | 12916 | COM |
| UNUSUAL WHALES SUB DEMO TRAD ETF | 276 | 12576 | ETF |
| ISHARES MSCI USA MOMNTUM FCT ETF | 50 | 12516 | ETF |
| ARCH CAPITAL GROUP LTD F | 130 | 12470 | COM |
| ISHARES GOLD ETF | 152 | 12338 | ETF |
| NU HLDGS LTD F CLASS CLASS A | 719 | 12036 | COM |
| ST STRT SPDR PRTFL INTDT TM TSRY ETF | 416 | 12004 | ETF |
| ASTRAZENECA PLC F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 127 | 11675 | COM |
| CAPITAL ONE FINL CORP | 48 | 11633 | COM |
| CANADIAN PACIFIC KAN F | 157 | 11560 | COM |
| ST STRET SPDR PRTFL S&P 600 S C ETF | 245 | 11481 | ETF |
| VANGUARD SMALL CAP VALUE ETF | 54 | 11455 | ETF |
| ROCKET COMPANIES CLA A CLASS A | 590 | 11422 | COM |
| ABBOTT LABS | 91 | 11401 | COM |
| UBS GROUP AG F | 244 | 11300 | COM |
| ROCKWELL AUTOMATION INC | 29 | 11283 | COM |
| JOHNSON CONTROLS INT F | 93 | 11137 | COM |
| MONSTER BEVERAGE CORP NE | 145 | 11117 | COM |
| MARATHON PETE CORP | 68 | 11059 | COM |
| CSX CORP | 300 | 10875 | COM |
| MANULIFE FINL CORP F | 299 | 10848 | COM |
| HASBRO INC | 132 | 10824 | COM |
| WELLS FARGO & CO | 115 | 10718 | COM |
| COUPANG INC CLASS CLASS A | 454 | 10710 | COM |
| ACADIA RLTY TR REIT | 521 | 10701 | COM |
| TRAVELERS COS INC | 36 | 10442 | COM |
| MICRON TECHNOLOGY INC | 36 | 10275 | COM |
| DEERE & CO | 22 | 10243 | COM |
| FLEX LTD F | 168 | 10151 | COM |
| PALO ALTO NETWORKS INC | 55 | 10131 | COM |
| ISHARES S&P 500 GROWTH ETF | 82 | 10107 | ETF |
| SCHWAB US BROAD MARKET ETF | 379 | 9951 | ETF |
| ICICI BK LTD F SPONSORED ADR 1 ADR REPS 2 ORD SHS | 329 | 9804 | COM |
| FERGUSON ENTERPRISES INC | 44 | 9796 | COM |
| METLIFE INC | 122 | 9631 | COM |
| ARES CAP CORP EQUITY CLASS EQUITY | 465 | 9407 | COM |
| SCHWAB US SMALL CAP ETF | 325 | 9261 | ETF |
| ISHARES RUSSELL MID CAP GROWTH ETF | 66 | 9038 | ETF |
| ST STRET SPDR PRTFL S T CRPRT ETF IV | 296 | 8940 | ETF |
| SS&C TECHNOLOGIES HLDGS | 102 | 8917 | COM |
| ISHARES S&P 500 VALUE ETF | 42 | 8907 | ETF |
| WILLIAMS COS INC | 147 | 8836 | COM |
| WESCO INTL INC | 36 | 8807 | COM |
| VANGUARD MID CAP VALUE ETF | 49 | 8691 | ETF |
| TEXAS INSTRS INC | 50 | 8675 | COM |
| COINBASE GLOBAL INC CLASS CLASS A | 38 | 8593 | COM |
| GE VERNOVA INC | 13 | 8496 | COM |
| ISHARES GLOBAL CLEAN ENERGY ETF | 513 | 8423 | ETF |
| TRANE TECHNOLOGIES PLC F | 21 | 8173 | COM |
| MERCADOLIBRE INC | 4 | 8057 | COM |
| ISHARES MSCI USA QLTY FACT ETF | 40 | 7945 | ETF |
| ISHARES US TREASURY BOND ETF | 340 | 7836 | ETF |
| VANGUARD FTSE ALL WORLD EX US ETF | 105 | 7693 | ETF |
| VERALTO CORP | 77 | 7683 | COM |
| CAMECO CORP F | 83 | 7594 | COM |
| MONDELEZ INTL INC CLASS A | 141 | 7590 | COM |
| WESTERN DIGITAL CORP | 44 | 7580 | COM |
| CHARLES SCHWAB CORP | 75 | 7493 | COM |
| APTIV PLC NEW F | 98 | 7457 | COM |
| ISHARES MSCI EAFE SMALL CAP ETF | 95 | 7387 | ETF |
| ISHARES S&P SMLL CAP 600 GRTH ETF | 52 | 7340 | ETF |
| INTUIT | 11 | 7287 | COM |
| VERTEX PHARMACEUTICALS I | 16 | 7254 | COM |
| SNOWFLAKE INC CLASS CLASS A | 33 | 7239 | COM |
| PRUDENTIAL FINL INC | 64 | 7224 | COM |
| SHAKE SHACK INC CLASS CLASS A | 88 | 7143 | COM |
| AON PLC F CLASS CLASS A | 20 | 7058 | COM |
| VERIZON COMMUNICATIONS I | 173 | 7046 | COM |
| FERRARI N V NEW F | 19 | 7022 | COM |
| WASTE CONNECTIONS INC F | 39 | 6839 | COM |
| TKO GROUP HLDGS INC CLASS A | 32 | 6688 | COM |
| AIR PRODS & CHEMS INC | 27 | 6670 | COM |
| ELEVANCE HEALTH INC | 19 | 6660 | COM |
| TRANSDIGM GROUP INC | 5 | 6649 | COM |
| CANADIAN NAT RES LTD F | 196 | 6635 | COM |
| AECOM | 68 | 6482 | COM |
| MONOLITHIC PWR SYS INC | 7 | 6345 | COM |
| VANGUARD SMALL CAP GROWTH ETF | 21 | 6344 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 90 | 6248 | ETF |
| GENERAL DYNAMICS CORP | 18 | 6060 | COM |
| PNC FINL SERVICES | 29 | 6053 | COM |
| INTEL CORP | 159 | 5883 | COM |
| BROOKFIELD CORP F CLASS A | 127 | 5828 | COM |
| ISHARES RUSSELL 1000 GROWTH ETF | 12 | 5680 | ETF |
| AUTOMATIC DATA PROCESSIN | 22 | 5659 | COM |
| O REILLY AUTOMOTIVE INC | 60 | 5473 | COM |
| VIRTUS REAVES UTLY | 69 | 5448 | COM |
| STE STRT COMTN SR SLCT SCTR SPDR ETF | 46 | 5441 | ETF |
| VICI PPTYS INC REIT | 193 | 5427 | COM |
| EATON CORP PLC F | 17 | 5415 | COM |
| ROSS STORES INC | 30 | 5404 | COM |
| REGENERON PHARMACEUTICAL | 7 | 5403 | COM |
| INVSC S P 500 EQUAL WEIGHT ETF | 27 | 5172 | ETF |
| MONDAY COM LTD F | 35 | 5165 | COM |
| PPL CORP | 147 | 5148 | COM |
| RENTOKIL INITIAL PLC F SPONSORED ADR 1 ADR REPS 5 ORD SHS | 174 | 5126 | COM |
| HUMANA INC | 20 | 5123 | COM |
| INTUITIVE SURGICAL INC | 9 | 5097 | COM |
| SEMPRA | 57 | 5033 | COM |
| UNITEDHEALTH GROUP INC | 15 | 4952 | COM |
| STATE STREET SPDR S&P BIOTCH ETF | 40 | 4910 | ETF |
| AVALONBAY CMNTYS INC REIT | 26 | 4714 | COM |
| CME GROUP INC CLASS CLASS A | 17 | 4642 | COM |
| SCHWAB US LARGE CAP ETF | 169 | 4535 | ETF |
| WEBSTER FINL CORP | 70 | 4406 | COM |
| CORTEVA INC | 65 | 4357 | COM |
| AMPLIFY DIGITAL PAYMENTS ETF | 83 | 4338 | ETF |
| NORFOLK SOUTHN CORP | 15 | 4331 | COM |
| ISHARES CORE UNIVERSAL USD BOND ETF | 93 | 4328 | ETF |
| GARTNER INC | 17 | 4289 | COM |
| AFLAC INC | 38 | 4190 | COM |
| TARGA RES CORP | 22 | 4059 | COM |
| WEC ENERGY GROUP INC | 38 | 4007 | COM |
| PAYCHEX INC | 35 | 3926 | COM |
| CORNING INC | 43 | 3765 | COM |
| CENCORA INC CLASS SERIES A | 11 | 3715 | COM |
| MARSH & MCLENNAN COS INC | 20 | 3710 | COM |
| KLA CORP | 3 | 3645 | COM |
| SCHWAB SHORT TERM US TREASURY ETF | 147 | 3582 | ETF |
| ADOBE INC | 10 | 3500 | COM |
| ISHARES 20 PLS YEAR TREASURY BND ETF | 40 | 3486 | ETF |
| ILLINOIS TOOL WKS INC | 14 | 3448 | COM |
| AUTOZONE INC | 1 | 3392 | COM |
| WARNER BROS DISCOVERY IN | 117 | 3372 | COM |
| VIATRIS INC | 268 | 3337 | COM |
| CROWDSTRIKE HLDGS INC CLASS A | 7 | 3281 | COM |
| EXPEDITORS INTL WASH INC CLASS CLASS A | 22 | 3278 | COM |
| LAM RESH CORP | 19 | 3252 | COM |
| MICROCHIP TECHNOLOGY INC | 50 | 3186 | COM |
| APOLLO GLOBAL MGMT INC N CLASS CLASS A | 22 | 3185 | COM |
| ISHS MSCI INTL QUALITY FACT ETF | 70 | 3182 | ETF |
| RTX CORP | 17 | 3118 | COM |
| KYNDRYL HLDGS INC | 117 | 3108 | COM |
| CARNIVAL CORP F | 100 | 3054 | COM |
| PAYCOM SOFTWARE INC | 19 | 3028 | COM |
| ZOETIS INC CLASS CLASS A | 24 | 3020 | COM |
| ISHARES MSCI EAFE VALUE ETF | 42 | 2999 | ETF |
| DARDEN RESTAURANTS INC | 16 | 2944 | COM |
| DELL TECHNOLOGIES INC CLASS CLASS C | 23 | 2895 | COM |
| UBER TECHNOLOGIES INC | 35 | 2860 | COM |
| KINDER MORGAN INC DEL | 101 | 2776 | COM |
| SEI INVTS CO | 33 | 2707 | COM |
| QNITY ELECTRONICS INC | 33 | 2694 | COM |
| DUPONT DE NEMOURS INC | 66 | 2653 | COM |
| ARISTA NETWORKS INC | 20 | 2621 | COM |
| INSMED INC | 15 | 2611 | COM |
| YUM BRANDS INC | 17 | 2572 | COM |
| ISHS US EQTY FACTR ROTATN ACT ETF | 42 | 2554 | ETF |
| AMPHENOL CORP NEW CLASS CLASS A | 18 | 2433 | COM |
| 3M CO | 15 | 2402 | COM |
| CONOCOPHILLIPS | 25 | 2340 | COM |
| ONEOK INC NEW | 31 | 2279 | COM |
| ROBLOX CORP CLASS A | 28 | 2269 | COM |
| CELSIUS HLDGS INC | 48 | 2196 | COM |
| ROKU INC CLASS A | 20 | 2170 | COM |
| FASTENAL CO | 53 | 2127 | COM |
| UNION PAC CORP | 9 | 2082 | COM |
| HILTON WORLDWIDE HLDGS I | 7 | 2011 | COM |
| CITIGROUP INC | 17 | 1984 | COM |
| VANGUARD INTER-TERM TREAS INDEX FD | 33 | 1978 | ETF |
| RIVIAN AUTOMOTIVE INC CLASS CLASS A | 100 | 1971 | COM |
| COMFORT SYS USA INC | 2 | 1867 | COM |
| SUNCOR ENERGY INC NEW F | 41 | 1819 | COM |
| SBA COMMUNICATIONS CORP CLASS CLASS A | 9 | 1741 | COM |
| ARMSTRONG WORLD INDS INC | 9 | 1720 | COM |
| MCKESSON CORP | 2 | 1641 | COM |
| SOUNDHOUND AI INC CLASS A | 163 | 1625 | COM |
| MKS INC | 10 | 1598 | COM |
| ALNYLAM PHARMACEUTICALS | 4 | 1591 | COM |
| DOW INC | 68 | 1590 | COM |
| PERFORMANCE FOOD GROUP C | 16 | 1439 | COM |
| GARMIN LTD F | 7 | 1420 | COM |
| TOAST INC CLASS CLASS A | 40 | 1420 | COM |
| ROYAL CARIBBEAN GROU F | 5 | 1395 | COM |
| VANGUARD MORTGAGE BACKED SEC ETF | 29 | 1365 | ETF |
| XTRACKERS USD HIGH YIELD COR BND ETF | 36 | 1326 | ETF |
| VERTIV HLDGS CO CLASS CLASS A | 8 | 1296 | COM |
| E L F BEAUTY INC | 17 | 1293 | COM |
| QUANTA SVCS INC | 3 | 1266 | COM |
| TRUMP MEDIA & TECHNO | 95 | 1258 | COM |
| SUPER MICRO COMPUTER INC | 39 | 1142 | COM |
| ISHARES MSCI EAFE GROWTH ETF | 10 | 1139 | ETF |
| ANGLOGOLD ASHANTI PLC F | 13 | 1109 | COM |
| INGERSOLL RAND INC | 14 | 1109 | COM |
| SYSCO CORP | 15 | 1105 | COM |
| CDW CORP | 8 | 1090 | COM |
| ISHARES US THMATIC ROTATN ACT ETF | 28 | 1080 | ETF |
| BLOCK H & R INC | 24 | 1046 | COM |
| ISHARES 10-20 YEAR TSURY BOND ETF | 10 | 1017 | ETF |
| NRG ENERGY INC | 6 | 955 | COM |
| RESTAURANT BRANDS INTL F | 14 | 955 | COM |
| FORTREA HLDGS INC | 54 | 932 | COM |
| TJX COS INC NEW | 6 | 922 | COM |
| NOKIA CORP F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 140 | 906 | COM |
| GE HEALTHCARE TECHNOLOGI | 11 | 902 | COM |
| ZSCALER INC | 4 | 900 | COM |
| MARA HLDGS INC | 100 | 898 | COM |
| TOPBUILD CORP | 2 | 834 | COM |
| UNITED RENTALS INC | 1 | 809 | COM |
| MURPHY USA INC | 2 | 807 | COM |
| ISHARES US TECHNOLOGY ETF | 4 | 799 | ETF |
| SOPHIA GENETICS SA F | 170 | 794 | COM |
| TWIST BIOSCIENCE CORP | 25 | 793 | COM |
| APPLIED MATLS INC | 3 | 771 | COM |
| ISHARES FLEXIBLE INCME ACTIVE ETF | 14 | 739 | ETF |
| ASTERA LABS INC | 4 | 665 | COM |
| ISHARES TIPS BOND ETF | 6 | 659 | ETF |
| VODAFONE GROUP PLC NEW F SPONSORED ADR 1 ADR REPS 10 ORD SHS | 48 | 634 | COM |
| IONIS PHARMACEUTICALS IN | 8 | 633 | COM |
| APELLIS PHARMACEUTICALS | 24 | 603 | COM |
| SYLVAMO CORP | 12 | 576 | COM |
| AXON ENTERPRISE INC | 1 | 568 | COM |
| MEDPACE HLDGS INC | 1 | 562 | COM |
| ROCKET LAB CORP CLASS CLASS A | 8 | 558 | COM |
| ISHARES INTERNTINL AGGRGT BND ETF | 11 | 550 | ETF |
| PROSHARES BITCOIN ETF | 45 | 547 | ETF |
| MOLINA HEALTHCARE INC | 3 | 521 | COM |
| PUBLIC STORAGE REIT | 2 | 519 | COM |
| CHIPOTLE MEXICAN GRILL I | 14 | 518 | COM |
| GALLAGHER ARTHUR J & CO | 2 | 518 | COM |
| INVESCO PREFERRED ETF | 46 | 517 | ETF |
| AST SPACEMOBILE INC CLASS A | 7 | 508 | COM |
| ISHARES AI INVATN AND TEC ACT ETF | 15 | 500 | ETF |
| SYNOPSYS INC | 1 | 470 | COM |
| WEATHERFORD INTL PLC F | 6 | 470 | COM |
| CORE & MAIN INC CLASS A | 9 | 468 | COM |
| PACIFIC BIOSCIENCES CALI | 250 | 468 | COM |
| GINKGO BIOWORKS HLDG CLASS CLASS A | 55 | 457 | COM |
| JABIL INC | 2 | 456 | COM |
| LAS VEGAS SANDS CORP | 7 | 456 | COM |
| CHURCHILL DOWNS INC | 4 | 455 | COM |
| INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | 21 | 455 | ETF |
| TILRAY BRANDS INC | 50 | 452 | COM |
| SABLE OFFSHORE CORP CLASS A | 50 | 451 | COM |
| VANGUARD S&P 500 GROWTH ETF | 1 | 445 | ETF |
| VANECK FALLEN ANGEL HIGH YLD BND ETF | 15 | 440 | ETF |
| WASTE MGMT INC DEL | 2 | 439 | COM |
| VIKING HLDGS LTD F | 6 | 428 | COM |
| TRAVEL PLUS LEISURE CO | 6 | 423 | COM |
| CARVANA CO CLASS A | 1 | 422 | COM |
| RYAN SPECIALTY HOLDINGS CLASS A | 8 | 413 | COM |
| DATADOG INC CLASS A | 3 | 408 | COM |
| CCC INTELLIGENT SOLUTION | 50 | 398 | COM |
| FTAI AVIATION LTD F | 2 | 394 | COM |
| MARKER THERAPEUTICS INC | 250 | 373 | COM |
| SUN CMNTYS INC REIT | 3 | 372 | COM |
| DUTCH BROS INC CLASS A | 6 | 367 | COM |
| UDR INC REIT | 10 | 367 | COM |
| PEGASYSTEMS INC | 6 | 358 | COM |
| SOMNIGROUP INTERNTNL | 4 | 357 | COM |
| VIKING THERAPEUTICS INC | 10 | 352 | COM |
| SUMMIT THERAPEUTICS INC | 20 | 350 | COM |
| BWX TECHNOLOGIES INC | 2 | 346 | COM |
| BOOZ ALLEN HAMILTON HLDG CLASS CLASS A | 4 | 337 | COM |
| VISTRA CORP | 2 | 323 | COM |
| EQT CORP | 6 | 322 | COM |
| HYATT HOTELS CORP CLASS CLASS A | 2 | 321 | COM |
| STANDARD BIOTOOLS INC | 250 | 320 | COM |
| CADENCE DESIGN SYS INC | 1 | 313 | COM |
| MARRIOTT INTL INC NEW CLASS CLASS A | 1 | 310 | COM |
| STRATEGY INC CLASS A | 2 | 304 | COM |
| KARMAN HLDGS INC | 4 | 293 | COM |
| ADVANCED DRAIN SYS INC D | 2 | 290 | COM |
| SEALED AIR CORP NEW | 7 | 290 | COM |
| COGNEX CORP | 8 | 288 | COM |
| BLACKSKY TECHNOLOGY INC | 15 | 281 | COM |
| BILL HOLDINGS INC | 5 | 273 | COM |
| XPO INC | 2 | 272 | COM |
| NORWEGIAN CRUISE LINE F | 12 | 268 | COM |
| PURE STORAGE INC CLASS CLASS A | 4 | 268 | COM |
| ANTERO MIDSTREAM CORP | 15 | 267 | COM |
| AVIS BUDGET GROUP INC | 2 | 257 | COM |
| ENTEGRIS INC | 3 | 253 | COM |
| LAMAR ADVERTISING CO NEW REIT | 2 | 253 | COM |
| HEICO CORP NEW CLASS A | 1 | 252 | COM |
| NEBIUS GROUP N V A F CLASS A | 3 | 251 | COM |
| GILEAD SCIENCES INC | 2 | 245 | COM |
| ZEBRA TECHNOLOGIES CORP CLASS A | 1 | 243 | COM |
| SOLVENTUM CORP | 3 | 238 | COM |
| WINGSTOP INC | 1 | 238 | COM |
| TETRA TECH INC NEW | 7 | 235 | COM |
| NATERA INC | 1 | 229 | COM |
| ELASTIC N V F | 3 | 226 | COM |
| CLEAR CHANNEL OUTDOOR HL | 100 | 221 | COM |
| QUANTUM-SI INC CLASS A | 200 | 220 | COM |
| PROCORE TECHNOLOGIES INC | 3 | 218 | COM |
| MASTEC INC | 1 | 217 | COM |
| WORKDAY INC CLASS A | 1 | 215 | COM |
| NETAPP INC | 2 | 214 | COM |
| FORD MTR CO DEL | 16 | 210 | COM |
| CHARTER COMMUNICATIONS I CLASS A | 1 | 209 | COM |
| NCINO INC NEW | 8 | 205 | COM |
| CARDLYTICS INC | 175 | 201 | COM |
| GUIDEWIRE SOFTWARE INC | 1 | 201 | COM |
| PLUG PWR INC | 100 | 197 | COM |
| DROPBOX INC CLASS CLASS A | 7 | 195 | COM |
| CHENIERE ENERGY INC | 1 | 194 | COM |
| BENTLEY SYS INC CLASS B | 5 | 191 | COM |
| CINTAS CORP | 1 | 188 | COM |
| SIMON PPTY GROUP INC NEW REIT | 1 | 185 | COM |
| RH | 1 | 179 | COM |
| WILLIAMS SONOMA INC | 1 | 179 | COM |
| PTC INC | 1 | 174 | COM |
| MANHATTAN ASSOCS INC | 1 | 173 | COM |
| IRON MTN INC NEW REIT | 2 | 166 | ETF |
| GRAND CANYON ED INC | 1 | 166 | COM |
| LUMEN TECHNOLOGIES INC | 21 | 163 | COM |
| ATLASSIAN CORP CLASS A | 1 | 162 | COM |
| ALLEGION PUB LTD CO F | 1 | 159 | COM |
| NEURONETICS INC | 100 | 138 | COM |
| BRIGHTHOUSE FINL INC | 2 | 130 | COM |
| PROTAGENIC THERAPEUTICS | 17 | 22 | COM |
| CELULARITY INC CLASS A | 19 | 21 | COM |
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