Vise Technologies, Inc. - 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, Vise Technologies, Inc. held in its portfolio 500 assets valued at $5,104,372,440 (i.e. $5.10B).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($351.72M), NVIDIA CORPORATION ($149.46M), and APPLE INC ($139.84M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Vise Technologies, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4742037 | 351716878 | US EQUITY MARKET |
| NVIDIA CORPORATION | 801410 | 149463013 | COM |
| APPLE INC | 514365 | 139835198 | COM |
| DIMENSIONAL ETF TRUST | 3408299 | 129890276 | INTL CORE EQT MK |
| MICROSOFT CORP | 230434 | 111442577 | COM |
| DIMENSIONAL ETF TRUST | 2274567 | 109065468 | SHORT DURATION F |
| DIMENSIONAL ETF TRUST | 2458323 | 104626243 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 2580784 | 88288620 | US LARGE CAP VAL |
| DIMENSIONAL ETF TRUST | 1257727 | 87625840 | US SMALL CAP ETF |
| DIMENSIONAL ETF TRUST | 2670478 | 86977475 | EMGR CRE EQT MNG |
| ALPHABET INC | 226667 | 70946713 | CAP STK CL A |
| AMAZON COM INC | 304572 | 70301206 | COM |
| DIMENSIONAL ETF TRUST | 1162271 | 58869031 | ULTRASHORT FIXED |
| VANGUARD INDEX FDS | 119316 | 58209410 | GROWTH ETF |
| ISHARES TR | 81725 | 55976704 | CORE S&P500 ETF |
| META PLATFORMS INC | 74032 | 48867487 | CL A |
| BROADCOM INC | 140379 | 48585339 | COM |
| VANGUARD INDEX FDS | 128812 | 43186813 | TOTAL STK MKT |
| JPMORGAN CHASE & CO. | 132017 | 42538500 | COM |
| DIMENSIONAL ETF TRUST | 1028094 | 39098410 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 1696565 | 38853385 | US REAL ESTATE E |
| VANGUARD SPECIALIZED FUNDS | 169613 | 37277607 | DIV APP ETF |
| SPDR SERIES TRUST | 812912 | 36920055 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 732975 | 36575470 | INTERNATNAL VAL |
| VANGUARD INTL EQUITY INDEX F | 647307 | 34799200 | FTSE EMR MKT ETF |
| TESLA INC | 75807 | 34091787 | COM |
| BERKSHIRE HATHAWAY INC DEL | 66274 | 33312530 | CL B NEW |
| ALPHABET INC | 104915 | 32922281 | CAP STK CL C |
| WALMART INC | 275341 | 30675687 | COM |
| DIMENSIONAL ETF TRUST | 916244 | 30181081 | INTL SMALL CAP E |
| VANGUARD SCOTTSDALE FDS | 352454 | 29517982 | INT-TERM CORP |
| BLACKROCK ETF TRUST | 476752 | 28991280 | ISHARES US EQUIT |
| VANGUARD SCOTTSDALE FDS | 475159 | 28476306 | INTER TERM TREAS |
| ISHARES TR | 226958 | 27974809 | S&P 500 GRWT ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 88731 | 26964577 | SPONSORED ADS |
| VISA INC | 74788 | 26228767 | COM CL A |
| VANGUARD CHARLOTTE FDS | 535399 | 25870499 | TOTAL INT BD ETF |
| ELI LILLY & CO | 23558 | 25317393 | COM |
| VANGUARD SCOTTSDALE FDS | 404642 | 23764644 | SHORT TERM TREAS |
| VANGUARD INDEX FDS | 36529 | 22908246 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 483484 | 22525542 | US MKTWIDE VALUE |
| SCHWAB STRATEGIC TR | 489358 | 22099368 | FUNDAMENTAL INTL |
| SPDR S&P 500 ETF TR | 31926 | 21771280 | TR UNIT |
| ISHARES TR | 145507 | 21635455 | CORE S&P TTL STK |
| JOHNSON & JOHNSON | 101118 | 20926369 | COM |
| VANGUARD TAX-MANAGED FDS | 333953 | 20862040 | VAN FTSE DEV MKT |
| ISHARES TR | 207511 | 19759200 | MBS ETF |
| ISHARES TR | 197400 | 19716319 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 431323 | 19638137 | INTL SCEQT ETF |
| ISHARES INC | 275113 | 18493099 | CORE MSCI EMKT |
| VANGUARD MUN BD FDS | 366394 | 18425947 | TAX EXEMPT BD |
| ISHARES TR | 171813 | 18402874 | NATIONAL MUN ETF |
| PGIM ROCK ETF TR | 596887 | 17441038 | LADDERED S&P 500 |
| ISHARES TR | 189859 | 16984790 | CORE MSCI EAFE |
| MASTERCARD INCORPORATED | 29623 | 16911230 | CL A |
| EXXON MOBIL CORP | 137262 | 16518072 | COM |
| CELESTICA INC | 53970 | 15953953 | COM |
| VANGUARD SCOTTSDALE FDS | 198730 | 15844772 | SHRT TRM CORP BD |
| NETFLIX INC | 167876 | 15740022 | COM |
| ISHARES TR | 155805 | 15639682 | 0-3 MNTH TREASRY |
| ABBVIE INC | 68156 | 15572853 | COM |
| DIMENSIONAL ETF TRUST | 391198 | 15487541 | US CORE EQUITY 2 |
| CISCO SYS INC | 200341 | 15432303 | COM |
| ORACLE CORP | 77537 | 15112741 | COM |
| DIMENSIONAL ETF TRUST | 453238 | 14906998 | US SMALL CAP VAL |
| INVESCO QQQ TR | 23834 | 14641427 | UNIT SER 1 |
| HOME DEPOT INC | 42335 | 14567500 | COM |
| COSTCO WHSL CORP NEW | 16329 | 14081137 | COM |
| PALANTIR TECHNOLOGIES INC | 78453 | 13944992 | CL A |
| CATERPILLAR INC | 23788 | 13627392 | COM |
| SCHWAB STRATEGIC TR | 501807 | 13503630 | US LRG CAP ETF |
| VANGUARD BD INDEX FDS | 182117 | 13489400 | TOTAL BND MRKT |
| PHILIP MORRIS INTL INC | 80728 | 12948848 | COM |
| HDFC BANK LTD | 350265 | 12798679 | SPONSORED ADS |
| AMERICAN EXPRESS CO | 32951 | 12190259 | COM |
| INTERNATIONAL BUSINESS MACHS | 41121 | 12180468 | COM |
| ALPS ETF TR | 464880 | 12119410 | SMITH CORE PLUS |
| BANK AMERICA CORP | 215070 | 11828829 | COM |
| MERCK & CO INC | 110677 | 11649844 | COM |
| ISHARES TR | 57506 | 11421913 | MSCI USA QLT FCT |
| PROCTER AND GAMBLE CO | 79359 | 11372986 | COM |
| ISHARES TR | 243800 | 11346444 | CORE UNIVRSL USD |
| FIRST TR EXCHANGE TRADED FD | 163222 | 11339062 | RISNG DIVD ACHIV |
| ALIBABA GROUP HLDG LTD | 76151 | 11162148 | SPONSORED ADS |
| GE AEROSPACE | 35731 | 11006355 | COM NEW |
| GOLDMAN SACHS GROUP INC | 12113 | 10647411 | COM |
| WELLS FARGO CO NEW | 113487 | 10576964 | COM |
| ISHARES TR | 220175 | 10561784 | MSCI INTL MOMENT |
| LAM RESEARCH CORP | 60986 | 10439553 | COM NEW |
| CHEVRON CORP NEW | 66839 | 10186865 | COM |
| ISHARES TR | 105585 | 10165754 | JPMORGAN USD EMG |
| ASML HOLDING N V | 9370 | 10024249 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 51114 | 9762297 | VALUE ETF |
| UBER TECHNOLOGIES INC | 118711 | 9699863 | COM |
| APPLIED MATLS INC | 37534 | 9645766 | COM |
| PEPSICO INC | 66265 | 9510289 | COM |
| ISHARES TR | 91798 | 9333148 | 10-20 YR TRS ETF |
| VANGUARD SCOTTSDALE FDS | 93231 | 9278319 | VNG RUS2000IDX |
| ISHARES TR | 18781 | 8888967 | RUS 1000 GRW ETF |
| SCHWAB STRATEGIC TR | 418055 | 8733170 | US REIT ETF |
| VANGUARD STAR FDS | 114163 | 8612478 | VG TL INTL STK F |
| ADVANCED MICRO DEVICES INC | 39818 | 8527486 | COM |
| MORGAN STANLEY | 47986 | 8518981 | COM NEW |
| ISHARES TR | 33360 | 8350407 | MSCI USA MMENTM |
| SALESFORCE INC | 31130 | 8246605 | COM |
| SPDR GOLD TR | 20762 | 8228188 | GOLD SHS |
| UNITED RENTALS INC | 10139 | 8205354 | COM |
| VANGUARD INDEX FDS | 31433 | 8108045 | SMALL CP ETF |
| BLACKROCK ETF TRUST | 242568 | 8077515 | ISHARES A I INNO |
| COCA COLA CO | 115242 | 8056534 | COM |
| WELLTOWER INC | 42890 | 7960882 | COM |
| ISHARES TR | 23086 | 7917829 | S&P 100 ETF |
| BITWISE BITCOIN ETF TR | 165386 | 7865758 | SHS BEN INT |
| RTX CORPORATION | 42696 | 7830359 | COM |
| UNITEDHEALTH GROUP INC | 23662 | 7811210 | COM |
| MICRON TECHNOLOGY INC | 26836 | 7659239 | COM |
| QUALCOMM INC | 44592 | 7627481 | COM |
| BLACKROCK ETF TRUST | 197691 | 7622962 | ISHARES US THEMA |
| ISHARES TR | 329632 | 7589784 | US TREAS BD ETF |
| VERIZON COMMUNICATIONS INC | 186136 | 7581317 | COM |
| ISHARES TR | 35528 | 7534468 | S&P 500 VAL ETF |
| VICTORY PORTFOLIOS II | 81966 | 7484001 | USAA MSCI USA SM |
| PIMCO ETF TR | 147634 | 7445203 | SHTRM MUN BD ACT |
| BLACKROCK ETF TRUST II | 144152 | 7319300 | ISHARES TOTAL RE |
| T-MOBILE US INC | 35773 | 7263279 | COM |
| FLEX LTD | 116924 | 7064548 | ORD |
| BLACKSTONE INC | 45826 | 7063669 | COM |
| ABBOTT LABS | 56077 | 7025896 | COM |
| ISHARES TR | 18637 | 6959967 | RUS 1000 ETF |
| ISHARES TR | 184474 | 6898396 | BROAD USD HIGH |
| VANGUARD WHITEHALL FDS | 48002 | 6889257 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 285716 | 6868608 | INTL EQTY ETF |
| TJX COS INC NEW | 44440 | 6826428 | COM |
| DIMENSIONAL ETF TRUST | 200501 | 6764912 | EMERGING MKTS VA |
| EATON CORP PLC | 21178 | 6745405 | SHS |
| ALTRIA GROUP INC | 112883 | 6508829 | COM |
| CITIGROUP INC | 55426 | 6467604 | COM NEW |
| AMGEN INC | 19503 | 6383661 | COM |
| DIMENSIONAL ETF TRUST | 136017 | 6365573 | US CORE EQT MKT |
| GE VERNOVA INC | 9613 | 6282645 | COM |
| ISHARES TR | 89776 | 6233125 | U S EQUITY FACTR |
| MCDONALDS CORP | 20153 | 6159294 | COM |
| BOOKING HOLDINGS INC | 1148 | 6148776 | COM |
| HCA HEALTHCARE INC | 12998 | 6068029 | COM |
| SCHWAB STRATEGIC TR | 223779 | 5927910 | US TIPS ETF |
| ICICI BANK LIMITED | 198241 | 5907594 | ADR |
| NEXTERA ENERGY INC | 73209 | 5877180 | COM |
| LOWES COS INC | 24128 | 5818720 | COM |
| GILEAD SCIENCES INC | 46492 | 5706441 | COM |
| ISHARES TR | 113892 | 5695734 | CORE INTL AGGR |
| SELECT SECTOR SPDR TR | 39114 | 5631272 | STATE STREET TEC |
| SAP SE | 23179 | 5630367 | SPON ADR |
| DISNEY WALT CO | 49463 | 5627448 | COM |
| BLACKROCK INC | 5246 | 5614858 | COM |
| FIRST TR EXCH TRADED FD III | 116797 | 5598594 | MUNI HI INCM ETF |
| LINDE PLC | 13107 | 5588493 | SHS |
| AMERIPRISE FINL INC | 11334 | 5557566 | COM |
| SHOPIFY INC | 34444 | 5544526 | CL A SUB VTG SHS |
| INTUIT | 8274 | 5480852 | COM |
| CHUBB LIMITED | 17426 | 5438931 | COM |
| PFIZER INC | 217605 | 5418372 | COM |
| AT&T INC | 217005 | 5390392 | COM |
| SPDR INDEX SHS FDS | 112510 | 5266573 | PORTFOLIO EMG MK |
| SERVICENOW INC | 34007 | 5209604 | COM |
| ASTRAZENECA PLC | 56496 | 5193677 | SPONSORED ADR |
| DUKE ENERGY CORP NEW | 42863 | 5023987 | COM NEW |
| ROYAL BK CDA | 29457 | 5022191 | COM |
| NOVARTIS AG | 36277 | 5001543 | SPONSORED ADR |
| JOHNSON CTLS INTL PLC | 41402 | 4957855 | SHS |
| VANGUARD INDEX FDS | 17075 | 4955442 | MID CAP ETF |
| MITSUBISHI UFJ FINL GROUP IN | 311795 | 4945074 | SPONSORED ADS |
| EBAY INC. | 56746 | 4942547 | COM |
| ISHARES TR | 130105 | 4911449 | INTL EQTY FACTOR |
| ADOBE INC | 13909 | 4868095 | COM |
| ACCENTURE PLC IRELAND | 18041 | 4840476 | SHS CLASS A |
| TOYOTA MOTOR CORP | 22585 | 4834602 | ADS |
| ARISTA NETWORKS INC | 36315 | 4758298 | COM SHS |
| ISHARES TR | 50158 | 4722911 | MSCI USA MIN VOL |
| SUNCOR ENERGY INC NEW | 105215 | 4667316 | COM |
| JANUS DETROIT STR TR | 91913 | 4648976 | HENDRSON AAA CL |
| HSBC HLDGS PLC | 58865 | 4630931 | SPON ADR NEW |
| ISHARES TR | 21947 | 4616405 | RUS 1000 VAL ETF |
| INTUITIVE SURGICAL INC | 8123 | 4600270 | COM NEW |
| STRATEGY SHS | 93695 | 4567648 | DAY HAGAN SMART |
| VANGUARD INDEX FDS | 21450 | 4542794 | SM CP VAL ETF |
| VANGUARD INTL EQUITY INDEX F | 61405 | 4516973 | ALLWRLD EX US |
| CONOCOPHILLIPS | 48062 | 4499110 | COM |
| SONY GROUP CORP | 175557 | 4494264 | SPONSORED ADR |
| CUMMINS INC | 8795 | 4489165 | COM |
| MCKESSON CORP | 5471 | 4487619 | COM |
| THERMO FISHER SCIENTIFIC INC | 7707 | 4465907 | COM |
| ISHARES INC | 76634 | 4433274 | EMNG MKTS EQT |
| ISHARES BITCOIN TRUST ETF | 88717 | 4404798 | SHS BEN INT |
| GOLDMAN SACHS ETF TR | 33230 | 4398720 | ACTIVEBETA US LG |
| NRG ENERGY INC | 27582 | 4392215 | COM NEW |
| ANGEL OAK FUNDS TRUST | 85821 | 4389272 | OAK ULTRASHORT |
| ISHARES TR | 81096 | 4369452 | ISHS 5-10YR INVT |
| GENERAL DYNAMICS CORP | 12860 | 4329311 | COM |
| BRITISH AMERN TOB PLC | 74936 | 4242865 | SPONSORED ADR |
| TORONTO DOMINION BK ONT | 44734 | 4213943 | COM NEW |
| HONEYWELL INTL INC | 21349 | 4164955 | COM |
| EXPEDIA GROUP INC | 14643 | 4148419 | COM NEW |
| S&P GLOBAL INC | 7933 | 4145469 | COM |
| NEWMONT CORP | 41467 | 4140486 | COM |
| CAPITAL ONE FINL CORP | 17002 | 4120619 | COM |
| FIRST TR EXCHNG TRADED FD VI | 160407 | 4037444 | SMITH UNCONSTRAI |
| SUMITOMO MITSUI FINL GROUP I | 208707 | 4034305 | SPONSORED ADR |
| TEXAS INSTRS INC | 23176 | 4020842 | COM |
| APPLOVIN CORP | 5947 | 4007369 | COM CL A |
| KLA CORP | 3269 | 3972245 | COM NEW |
| PARKER-HANNIFIN CORP | 4502 | 3956700 | COM |
| INVESCO EXCHANGE TRADED FD T | 52480 | 3938626 | S&P500 QUALITY |
| SHELL PLC | 53245 | 3912409 | SPON ADS |
| BRISTOL-MYERS SQUIBB CO | 72138 | 3891121 | COM |
| ISHARES GOLD TR | 47674 | 3869699 | ISHARES NEW |
| ISHARES TR | 54014 | 3857174 | EAFE VALUE ETF |
| SCHWAB STRATEGIC TR | 128792 | 3813530 | US LCAP VA ETF |
| SOUTHERN CO | 43729 | 3813145 | COM |
| AUTOMATIC DATA PROCESSING IN | 14616 | 3759605 | COM |
| LOCKHEED MARTIN CORP | 7769 | 3757619 | COM |
| PROGRESSIVE CORP | 16461 | 3748593 | COM |
| INVESCO EXCH TRADED FD TR II | 38436 | 3719301 | DORSEY WRGT SMLC |
| ISHARES TR | 56279 | 3714384 | CORE S&P MCP ETF |
| TRAVELERS COMPANIES INC | 12782 | 3707448 | COM |
| VANGUARD INDEX FDS | 41695 | 3689609 | REAL ESTATE ETF |
| J P MORGAN EXCHANGE TRADED F | 53358 | 3636328 | US MOMENTUM |
| UNION PAC CORP | 15694 | 3630274 | COM |
| J P MORGAN EXCHANGE TRADED F | 63199 | 3617512 | EQUITY PREMIUM |
| DIMENSIONAL ETF TRUST | 104811 | 3611772 | INTL CORE EQUITY |
| HOWMET AEROSPACE INC | 17600 | 3608383 | COM |
| AMERICAN CENTY ETF TR | 43565 | 3586271 | INTL EQT ETF |
| FIRST TR EXCHANGE-TRADED FD | 100894 | 3566695 | GROWTH STRENGTH |
| COLGATE PALMOLIVE CO | 44670 | 3529792 | COM |
| ISHARES TR | 50636 | 3515155 | CORE DIV GRWTH |
| COMCAST CORP NEW | 116749 | 3489613 | CL A |
| AGNICO EAGLE MINES LTD | 20327 | 3446009 | COM |
| SCHWAB STRATEGIC TR | 120923 | 3443883 | US SML CAP ETF |
| MANULIFE FINL CORP | 91662 | 3325503 | COM |
| MARSH & MCLENNAN COS INC | 17805 | 3303173 | COM |
| AFLAC INC | 29944 | 3301969 | COM |
| VANGUARD INDEX FDS | 18563 | 3292589 | MCAP VL IDXVIP |
| BANCO BILBAO VIZCAYA ARGENTA | 140432 | 3273469 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 119420 | 3249422 | FUNDAMENTAL US L |
| WASTE MGMT INC DEL | 14769 | 3244991 | COM |
| AMERICAN CENTY ETF TR | 42282 | 3203719 | US LARGE CAP VLU |
| KB FINL GROUP INC | 37003 | 3183746 | SPONSORED ADR |
| NORTHROP GRUMMAN CORP | 5572 | 3177370 | COM |
| EA SERIES TRUST | 27518 | 3167322 | ALPHA ARCH 1-3 |
| GLOBAL X FDS | 48881 | 3167007 | DEFENSE TECH ETF |
| PROLOGIS INC. | 24720 | 3155747 | COM |
| ISHARES TR | 27482 | 3130708 | EAFE GRWTH ETF |
| SCHWAB CHARLES CORP | 31083 | 3105457 | COM |
| INVESCO EXCH TRADED FD TR II | 12211 | 3088518 | NASDAQ 100 ETF |
| ISHARES TR | 39779 | 3084051 | EAFE SML CP ETF |
| BOSTON SCIENTIFIC CORP | 31618 | 3014775 | COM |
| BARCLAYS PLC | 116657 | 2968918 | ADR |
| STRYKER CORPORATION | 8407 | 2954806 | COM |
| ISHARES TR | 7581 | 2932825 | RUSSELL 3000 ETF |
| AERCAP HOLDINGS NV | 20384 | 2930461 | SHS |
| AMPHENOL CORP NEW | 21678 | 2929500 | CL A |
| ANALOG DEVICES INC | 10797 | 2928079 | COM |
| DEERE & CO | 6265 | 2916898 | COM |
| VANGUARD BD INDEX FDS | 36994 | 2915460 | SHORT TRM BOND |
| J P MORGAN EXCHANGE TRADED F | 23509 | 2913861 | JPMORGAN DIVER |
| SCHWAB STRATEGIC TR | 116159 | 2913275 | INT-TRM U.S TRES |
| HARTFORD INSURANCE GROUP INC | 20751 | 2859501 | COM |
| AUTODESK INC | 9660 | 2859418 | COM |
| J P MORGAN EXCHANGE TRADED F | 56253 | 2845824 | ULTRA SHRT ETF |
| ELEVANCE HEALTH INC FORMERLY | 8088 | 2835308 | COM |
| ROYAL CARIBBEAN GROUP | 10146 | 2829917 | COM |
| ISHARES TR | 74368 | 2829706 | MSCI INTL VLU FT |
| SCHWAB STRATEGIC TR | 102454 | 2810321 | US DIVIDEND EQ |
| FIRST HORIZON CORPORATION | 117328 | 2804139 | COM |
| SCHWAB STRATEGIC TR | 93195 | 2802374 | US MID-CAP ETF |
| CENCORA INC | 8288 | 2799340 | COM |
| WILLIAMS COS INC | 46418 | 2790184 | COM |
| ENBRIDGE INC | 58117 | 2779712 | COM |
| CROWDSTRIKE HLDGS INC | 5899 | 2765236 | CL A |
| CANADIAN IMPERIAL BANK OF CO | 30502 | 2763779 | COM |
| DANAHER CORPORATION | 12033 | 2754557 | COM |
| SERIES PORTFOLIOS TR | 93824 | 2752315 | EQUABLE SHARES H |
| EMERSON ELEC CO | 20684 | 2745191 | COM |
| TURKCELL ILETISIM HIZMETLERI | 500894 | 2739892 | SPON ADR NEW |
| CME GROUP INC | 9992 | 2728644 | COM |
| FORD MTR CO | 206830 | 2713607 | COM |
| DIMENSIONAL ETF TRUST | 54171 | 2712913 | CALIF MUN BD ETF |
| VANECK ETF TRUST | 57505 | 2711937 | INTRMDT MUNI ETF |
| CVS HEALTH CORP | 34151 | 2710214 | COM |
| PUTNAM ETF TRUST | 271415 | 2695151 | FRANKLIN SHT TRM |
| 3M CO | 16825 | 2693684 | COM |
| BARRICK MNG CORP | 61736 | 2688609 | COM SHS |
| MEDTRONIC PLC | 27923 | 2682264 | SHS |
| ROYAL GOLD INC | 12043 | 2676943 | COM |
| BLACKROCK ETF TRUST II | 50389 | 2659010 | ISHARES FLEXIBLE |
| PALO ALTO NETWORKS INC | 14370 | 2646995 | COM |
| US BANCORP DEL | 49501 | 2641397 | COM NEW |
| BANK NEW YORK MELLON CORP | 22716 | 2637147 | COM |
| AMERICAN TOWER CORP NEW | 14985 | 2630910 | COM |
| PHILLIPS 66 | 20327 | 2623019 | COM |
| SHERWIN WILLIAMS CO | 7980 | 2585773 | COM |
| SANOFI SA | 53313 | 2583544 | SPONSORED ADR |
| MOODYS CORP | 4999 | 2553795 | COM |
| VANGUARD CALIF TAX FREE FDS | 25380 | 2544571 | TAX EXEMPT BD FD |
| SPROTT ASSET MANAGEMENT LP | 76798 | 2535870 | PHYSICAL GOLD TR |
| BOEING CO | 11627 | 2524496 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 91075 | 2482704 | MANAGED FUTURES |
| SOUTHERN COPPER CORP | 17268 | 2477430 | COM |
| CRH PLC | 19718 | 2460758 | ORD |
| DIMENSIONAL ETF TRUST | 56589 | 2457653 | US SUSTAINABILTY |
| VANGUARD SCOTTSDALE FDS | 51765 | 2437105 | MTG-BKD SECS ETF |
| ISHARES TR | 9885 | 2433210 | RUSSELL 2000 ETF |
| VANGUARD WORLD FD | 3226 | 2431566 | INF TECH ETF |
| CINTAS CORP | 12875 | 2421373 | COM |
| THE CIGNA GROUP | 8774 | 2414734 | COM |
| ANHEUSER BUSCH INBEV SA/NV | 37705 | 2414605 | SPONSORED ADR |
| CONSTELLATION ENERGY CORP | 6805 | 2404109 | COM |
| OREILLY AUTOMOTIVE INC | 26272 | 2396276 | COM |
| VERTEX PHARMACEUTICALS INC | 5259 | 2384356 | COM |
| ISHARES INC | 32791 | 2383249 | MSCI EMRG CHN |
| LEIDOS HOLDINGS INC | 13184 | 2378422 | COM |
| BUILDERS FIRSTSOURCE INC | 23107 | 2377496 | COM |
| FREEPORT-MCMORAN INC | 46540 | 2363742 | CL B |
| FIDELITY NATL INFORMATION SV | 35513 | 2360186 | COM |
| FIDELITY COVINGTON TRUST | 42704 | 2341890 | BLUE CHIP GRWTH |
| PNC FINL SVCS GROUP INC | 11098 | 2316575 | COM |
| DELL TECHNOLOGIES INC | 18289 | 2302172 | CL C |
| MARATHON PETE CORP | 14030 | 2281683 | COM |
| STARBUCKS CORP | 26910 | 2266095 | COM |
| UBS GROUP AG | 48911 | 2265059 | SHS |
| COCA-COLA FEMSA SAB DE CV | 23877 | 2261420 | SPONS ADS REP |
| BHP GROUP LTD | 37241 | 2248247 | SPONSORED ADS |
| BANK MONTREAL QUE | 17151 | 2226066 | COM |
| MIZUHO FINANCIAL GROUP INC | 303538 | 2221901 | SPONSORED ADR |
| ELECTRONIC ARTS INC | 10869 | 2220959 | COM |
| ABRDN ETFS | 111891 | 2185236 | BBRG ALL COMD K1 |
| ALLSTATE CORP | 10484 | 2182277 | COM |
| ECOLAB INC | 8297 | 2178169 | COM |
| UNILEVER PLC | 33196 | 2171026 | SPON ADR NEW |
| ISHARES TR | 20314 | 2167552 | SHRT NAT MUN ETF |
| FEDEX CORP | 7496 | 2165175 | COM |
| QUANTA SVCS INC | 5128 | 2164205 | COM |
| SYNCHRONY FINANCIAL | 25910 | 2161686 | COM |
| ISHARES TR | 40678 | 2151033 | ISHS 1-5YR INVS |
| D R HORTON INC | 14925 | 2149643 | COM |
| ILLINOIS TOOL WKS INC | 8707 | 2144433 | COM |
| WISDOMTREE TR | 23966 | 2143292 | US QTLY DIV GRT |
| ISHARES TR | 22221 | 2133894 | MSCI EAFE ETF |
| PROSHARES TR | 20461 | 2129422 | S&P 500 DV ARIST |
| TE CONNECTIVITY PLC | 9203 | 2093780 | ORD SHS |
| GSK PLC | 42671 | 2092585 | SPONSORED ADR |
| BANCO SANTANDER SA | 178226 | 2090596 | ADR |
| AMERICAN ELEC PWR CO INC | 17995 | 2075009 | COM |
| INFOSYS LTD | 115743 | 2062546 | SPONSORED ADR |
| CORPAY INC | 6846 | 2060077 | COM SHS |
| EXELON CORP | 47255 | 2059849 | COM |
| REPUBLIC SVCS INC | 9714 | 2058710 | COM |
| CONSOLIDATED EDISON INC | 20491 | 2035165 | COM |
| CORNING INC | 23212 | 2032486 | COM |
| CANADIAN NAT RES LTD | 59789 | 2023871 | COM |
| FORTINET INC | 25475 | 2022975 | COM |
| F5 INC | 7903 | 2017442 | COM |
| VANGUARD INTL EQUITY INDEX F | 14259 | 2011437 | TT WRLD ST ETF |
| TRUIST FINL CORP | 40785 | 2007021 | COM |
| PULTE GROUP INC | 16991 | 1992362 | COM |
| NATIONAL GRID PLC | 25655 | 1984444 | SPONSORED ADR NE |
| VISTRA CORP | 12261 | 1978108 | COM |
| VANGUARD WHITEHALL FDS | 21426 | 1959396 | INTL DVD ETF |
| CAPITAL GROUP GBL GROWTH EQT | 56505 | 1957890 | SHS CREATION UNI |
| ORIX CORP | 66989 | 1957425 | SPONSORED ADR |
| BANK NOVA SCOTIA HALIFAX | 26537 | 1955530 | COM |
| ISHARES GOLD TR | 45483 | 1955314 | SHARES REPRESENT |
| ISHARES TR | 34016 | 1954559 | CALIF MUN BD ETF |
| CADENCE DESIGN SYSTEM INC | 6200 | 1938147 | COM |
| TARGA RES CORP | 10491 | 1935499 | COM |
| BLACKROCK ETF TRUST II | 39632 | 1929295 | ISHARES HIGH YIE |
| DIMENSIONAL ETF TRUST | 40051 | 1929257 | NATL MUN BD ETF |
| VANGUARD BD INDEX FDS | 38696 | 1928601 | VANGUARD ULTRA |
| INTEL CORP | 51941 | 1916622 | COM |
| KROGER CO | 30615 | 1912817 | COM |
| BP PLC | 54846 | 1904792 | SPONSORED ADR |
| ASSURANT INC | 7901 | 1903053 | COM |
| SCHWAB STRATEGIC TR | 78066 | 1902458 | SHT TM US TRES |
| UNITED PARCEL SERVICE INC | 19148 | 1899253 | CL B |
| EA SERIES TRUST | 49092 | 1892497 | GADSDN DYN MLT |
| NVR INC | 259 | 1888827 | COM |
| RIO TINTO PLC | 23358 | 1869378 | SPONSORED ADR |
| TRANE TECHNOLOGIES PLC | 4785 | 1862513 | SHS |
| ISHARES TR | 22001 | 1862179 | CORE MSCI TOTAL |
| SELECT SECTOR SPDR TR | 43403 | 1852859 | STATE STREET UTI |
| MONDELEZ INTL INC | 34414 | 1852483 | CL A |
| METLIFE INC | 23450 | 1851121 | COM |
| ISHARES TR | 16763 | 1846489 | TRUST ISHARE 0-1 |
| ISHARES TR | 26876 | 1843694 | EUROPE ETF |
| ONEOK INC NEW | 24814 | 1823826 | COM |
| RELX PLC | 44965 | 1817486 | SPONSORED ADR |
| GENERAL MLS INC | 39030 | 1814914 | COM |
| ISHARES TR | 15090 | 1813514 | CORE S&P SCP ETF |
| WHEATON PRECIOUS METALS CORP | 15392 | 1808886 | COM |
| CARDINAL HEALTH INC | 8782 | 1804647 | COM |
| NOVO-NORDISK A S | 35214 | 1791690 | ADR |
| DOMINION ENERGY INC | 30546 | 1789712 | COM |
| FIDELITY MERRIMACK STR TR | 38567 | 1775604 | TOTAL BD ETF |
| FRANKLIN TEMPLETON ETF TR | 87045 | 1756568 | INTL AGGREGTE BD |
| SELECT SECTOR SPDR TR | 14915 | 1755835 | STATE STREET COM |
| INTERCONTINENTAL EXCHANGE IN | 10841 | 1755788 | COM |
| GENERAL MTRS CO | 21534 | 1751111 | COM |
| ISHARES TR | 30733 | 1750552 | CRE U S REIT ETF |
| ROSS STORES INC | 9692 | 1745836 | COM |
| CANADIAN PACIFIC KANSAS CITY | 23434 | 1725469 | COM |
| PDD HOLDINGS INC | 15131 | 1715755 | SPONSORED ADS |
| BROOKFIELD CORP | 37344 | 1713711 | CL A LTD VT SH |
| GEN DIGITAL INC | 62848 | 1708828 | COM |
| J P MORGAN EXCHANGE TRADED F | 29108 | 1691745 | NASDAQ EQT PREM |
| PACCAR INC | 15446 | 1691499 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 6128 | 1687605 | ORD SHS |
| J P MORGAN EXCHANGE TRADED F | 22366 | 1674766 | INTRNL RES EQT |
| HONDA MOTOR LTD | 56709 | 1671794 | ADR ECH CNV IN 3 |
| CAPITAL GROUP INTL FOCUS EQT | 56569 | 1671603 | SHS CREATION UNI |
| SCHWAB STRATEGIC TR | 51074 | 1666019 | US LCAP GR ETF |
| SPDR INDEX SHS FDS | 37480 | 1664473 | PORTFOLIO DEVLPD |
| EQUITABLE HLDGS INC | 34640 | 1650585 | COM |
| ROBINHOOD MKTS INC | 14565 | 1647335 | COM CL A |
| CARVANA CO | 3890 | 1641687 | CL A |
| ROCKET COS INC | 84138 | 1628912 | COM CL A |
| ISHARES TR | 9656 | 1621683 | CORE S&P US GWT |
| NUCOR CORP | 9826 | 1602737 | COM |
| INVESCO EXCH TRADED FD TR II | 22284 | 1591537 | S&P500 LOW VOL |
| NIKE INC | 24894 | 1585973 | CL B |
| CAPITAL GROUP DIVIDEND VALUE | 36096 | 1575222 | SHS CREATION UNI |
| EQUINIX INC | 2055 | 1574300 | COM |
| ISHARES TR | 31119 | 1573991 | ULTRA SHORT DUR |
| INVESCO EXCH TRADED FD TR II | 67637 | 1568502 | NATL AMT MUNI |
| J P MORGAN EXCHANGE TRADED F | 23504 | 1561358 | HEDGED EQUITY LA |
| INTERACTIVE BROKERS GROUP IN | 24209 | 1556912 | COM CL A |
| DIMENSIONAL ETF TRUST | 25946 | 1544854 | US TARGETED VLU |
| MARRIOTT INTL INC NEW | 4978 | 1544467 | CL A |
| LPL FINL HLDGS INC | 4317 | 1541751 | COM |
| WW GRAINGER INC | 1527 | 1540903 | COM |
| XCEL ENERGY INC | 20732 | 1531287 | COM |
| VERTIV HOLDINGS CO | 9414 | 1525113 | COM CL A |
| AIR PRODS & CHEMS INC | 6136 | 1515604 | COM |
| EMCOR GROUP INC | 2473 | 1513000 | COM |
| PACKAGING CORP AMER | 7334 | 1512545 | COM |
| AFFILIATED MANAGERS GROUP IN | 5233 | 1508570 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 96317 | 1501586 | SPONSORED ADS |
| EOG RES INC | 14289 | 1500482 | COM |
| ISHARES U S ETF TR | 29362 | 1500387 | SHORT DURATION B |
| WASTE CONNECTIONS INC | 8549 | 1499141 | COM |
| J P MORGAN EXCHANGE TRADED F | 29684 | 1499042 | MUNICIPAL ETF |
| REALTY INCOME CORP | 26456 | 1491347 | COM |
| SHINHAN FINANCIAL GROUP CO L | 27735 | 1487422 | SPN ADR RESTRD |
| HARBOR ETF TRUST | 59927 | 1487388 | HARBOR COMMODITY |
| IMPERIAL OIL LTD | 17128 | 1478310 | COM NEW |
| WESTERN DIGITAL CORP | 8575 | 1477131 | COM |
| TRANSDIGM GROUP INC | 1109 | 1474782 | COM |
| KKR & CO INC | 11552 | 1472682 | COM |
| JD.COM INC | 51216 | 1469887 | SPON ADS CL A |
| ISHARES TR | 7352 | 1468136 | U.S. TECH ETF |
| TOTALENERGIES SE | 22425 | 1467015 | ACT |
| GOLDMAN SACHS ETF TR | 33970 | 1458653 | ACTIVEBETA INT |
| DELTA AIR LINES INC DEL | 20970 | 1455296 | COM NEW |
| MONSTER BEVERAGE CORP NEW | 18956 | 1453345 | COM |
| SNOWFLAKE INC | 6616 | 1451226 | COM SHS |
| ISHARES TR | 9726 | 1448919 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 4595 | 1446626 | LARGE CAP ETF |
| GALLAGHER ARTHUR J & CO | 5577 | 1443250 | COM |
| CONAGRA BRANDS INC | 82623 | 1430211 | COM |
| J P MORGAN EXCHANGE TRADED F | 27888 | 1420615 | ULTRA SHT MUNCPL |
| WARNER BROS DISCOVERY INC | 49093 | 1414869 | COM SER A |
| ISHARES TR | 10748 | 1414379 | S&P MC 400VL ETF |
| SIMON PPTY GROUP INC NEW | 7532 | 1394275 | COM |
| SLB LIMITED | 36301 | 1393227 | COM STK |
| VANGUARD WHITEHALL FDS | 20568 | 1386900 | EM MK GOV BD ETF |
| CSX CORP | 38139 | 1382531 | COM |
| ISHARES TR | 12111 | 1377274 | SP SMCP600VL ETF |
| WEC ENERGY GROUP INC | 13041 | 1375301 | COM |
| OMNICOM GROUP INC | 17004 | 1373063 | COM |
| NATWEST GROUP PLC | 78396 | 1371927 | SPONS ADR |
| AUTOZONE INC | 403 | 1366367 | COM |
| AMPLIFY ETF TR | 23963 | 1363244 | BLOCKCHAIN TECHN |
| PRUDENTIAL FINL INC | 12035 | 1358466 | COM |
| DIMENSIONAL ETF TRUST | 41013 | 1356695 | EMERGING MKTS CO |
| INVESCO EXCHANGE TRADED FD T | 18840 | 1356638 | S&P SMLCP MOMENT |
| TARGET CORP | 13817 | 1350645 | COM |
| ISHARES TR | 4484 | 1350209 | ISHARES SEMICDTR |
| AMERICAN INTL GROUP INC | 15774 | 1349427 | COM NEW |
| CLOUDFLARE INC | 6815 | 1343650 | CL A COM |
| PAYPAL HLDGS INC | 22862 | 1334691 | COM |
| MOTOROLA SOLUTIONS INC | 3477 | 1332916 | COM NEW |
| HILTON WORLDWIDE HLDGS INC | 4606 | 1323138 | COM |
| FASTENAL CO | 32785 | 1315667 | COM |
| VANECK ETF TRUST | 36082 | 1306168 | MORNINGSTAR SMID |
| DIAMONDBACK ENERGY INC | 8689 | 1306166 | COM |
| PRIMERICA INC | 5055 | 1306052 | COM |
| FRONTIER COMMUNICATIONS PARE | 34287 | 1305306 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 17049 | 1299645 | SHS |
| SELECT SECTOR SPDR TR | 23639 | 1294688 | STATE STREET FIN |
| KINDER MORGAN INC DEL | 47082 | 1294292 | COM |
| AMETEK INC | 6275 | 1288417 | COM |
| FIRSTENERGY CORP | 28749 | 1287088 | COM |
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