CIK 1386935
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 60.53% | 187 |
| Technology Hardware & Equipment | 3.99% | 15 |
| Media & Entertainment | 3.80% | 6 |
| Specialty Retail | 3.73% | 17 |
| Semiconductors & Semiconductor Equipment | 3.67% | 14 |
| Software | 3.10% | 18 |
| Software & IT Services | 2.84% | 13 |
| Commercial Services & Supplies | 1.95% | 22 |
| Pharmaceuticals & Biotechnology | 1.73% | 22 |
| Health Care Equipment & Supplies | 1.71% | 10 |
| Automobiles & Components | 1.59% | 5 |
| Banks | 1.54% | 31 |
| Transportation Infrastructure | 1.35% | 3 |
| Utilities | 1.19% | 22 |
| Machinery | 0.91% | 15 |
| Chemicals | 0.73% | 13 |
| Capital Markets | 0.68% | 13 |
| Aerospace & Defense | 0.65% | 11 |
| Insurance | 0.56% | 17 |
| Communications Equipment | 0.53% | 3 |
| Oil, Gas & Consumable Fuels | 0.52% | 13 |
| Beverages | 0.30% | 3 |
| Road & Rail | 0.27% | 7 |
| Hotels, Restaurants & Leisure | 0.26% | 4 |
| Electrical Equipment & Components | 0.24% | 3 |
| Metals & Mining | 0.24% | 7 |
| Entertainment | 0.19% | 2 |
| Diversified Telecommunication Services | 0.17% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 0.16% | 7 |
| Construction & Engineering | 0.14% | 4 |
| Distributors | 0.12% | 5 |
| Textiles, Apparel & Luxury Goods | 0.11% | 3 |
| Tobacco | 0.08% | 2 |
| Airlines | 0.08% | 3 |
| Construction Materials | 0.07% | 2 |
| Health Care Providers & Services | 0.06% | 2 |
| Household Durables | 0.05% | 1 |
| Life Sciences Tools & Services | 0.05% | 3 |
| Food Products | 0.04% | 3 |
| Food & Staples Retailing | 0.04% | 2 |
| Agricultural Products | 0.03% | 1 |
| Marine | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | Unclassified | 17.75% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 3.81% |
| 3 | NFLX | NETFLIX INC | Communication Services | 3.71% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 3.52% |
| 5 | AGG | ISHARES TR | Unclassified | 2.97% |
| 6 | IWB | ISHARES TR | Unclassified | 2.79% |
| 7 | AAPL | Apple Inc. | Information Technology | 2.33% |
| 8 | EFA | ISHARES TR | Unclassified | 2.24% |
| 9 | GLD | SPDR GOLD TR | Unclassified | 2.22% |
| 10 | NVDA | NVIDIA CORP | Information Technology | 2.10% |
352/538 names classified · sector 39.9% of weight · industry 39.5% · mkt cap 38.6%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 39.9% of the book is sector-classified (unclassified names shown, never dropped).
Only 37% of book weight classified — the grid is NOT representative of the whole book.
Classified: 37.2% of book weight (282/538 names) · unclassified 62.8%: VOO, VEA, SPY, AGG, IWB, EFA, GLD, IEF, SPYM, IWF +246 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 469,568 | $294M | 17.8% | ADD 4% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 1,012,021 | $63M | 3.8% | ADD 5% |
| 3 | NFLXNETFLIX INC | 656,265 | $62M | 3.7% | ADD 889% |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 85,525 | $58M | 3.5% | TRIM −7% |
| 5 | AGGISHARES TR | 492,711 | $49M | 3.0% | ADD 7% |
| 6 | IWBISHARES TR | 123,791 | $46M | 2.8% | HOLD |
| 7 | AAPLAPPLE INC | 142,218 | $39M | 2.3% | ADD 8% |
| 8 | EFAISHARES TR | 387,824 | $37M | 2.2% | HOLD |
| 9 | GLDSPDR GOLD TR | 92,925 | $37M | 2.2% | ADD 2% |
| 10 | NVDANVIDIA CORPORATION | 187,112 | $35M | 2.1% | HOLD |
| 11 | MSFTMICROSOFT CORP | 57,400 | $28M | 1.7% | HOLD |
| 12 | AMZNAMAZON COM INC | 113,675 | $26M | 1.6% | TRIM −2% |
| 13 | TSLATESLA INC | 55,683 | $25M | 1.5% | HOLD |
| 14 | IEFISHARES TR | 257,369 | $25M | 1.5% | ADD 27% |
| 15 | SPYMSPDR SERIES TRUST | 308,292 | $25M | 1.5% | HOLD |
| 16 | GOOGLALPHABET INC | 66,155 | $21M | 1.2% | TRIM −7% |
| 17 | IWFISHARES TR | 42,064 | $20M | 1.2% | HOLD |
| 18 | IWDISHARES TR | 90,660 | $19M | 1.1% | ADD 9% |
| 19 | BKNGBOOKING HOLDINGS INC | 3,223 | $17M | 1.0% | HOLD |
| 20 | VXFVANGUARD INDEX FDS | 79,547 | $17M | 1.0% | ADD 5% |
| 21 | ISRGINTUITIVE SURGICAL INC | 29,366 | $17M | 1.0% | HOLD |
| 22 | TLHISHARES TR | 142,377 | $14M | 0.9% | HOLD |
| 23 | MGCVanguard Mega Cap ETF | 49,829 | $13M | 0.8% | HOLD |
| 24 | EEMISHARES TR | 202,152 | $11M | 0.7% | ADD 4% |
| 25 | XLKSELECT SECTOR SPDR TR | 74,925 | $11M | 0.7% | ADD 86% |
| 26 | GOOGALPHABET INC | 33,800 | $11M | 0.6% | ADD 2% |
| 27 | SLVISHARES SILVER TR | 160,675 | $10M | 0.6% | HOLD |
| 28 | IEIISHARES TR | 84,560 | $10M | 0.6% | ADD 8% |
| 29 | SOSOUTHERN CO | 115,731 | $10M | 0.6% | ADD 8% |
| 30 | BRK.ABERKSHIRE HATHAWAY INC DEL | 13 | $10M | 0.6% | HOLD |
| 31 | AVGOBROADCOM INC | 28,111 | $10M | 0.6% | ADD 2% |
| 32 | METAMETA PLATFORMS INC | 14,630 | $10M | 0.6% | TRIM −4% |
| 33 | VVISA INC | 26,465 | $9M | 0.6% | TRIM −4% |
| 34 | QQQINVESCO QQQ TR | 14,467 | $9M | 0.5% | TRIM −7% |
| 35 | IJRISHARES TR | 73,254 | $9M | 0.5% | ADD 6% |
| 36 | XLFSELECT SECTOR SPDR TR | 148,851 | $8M | 0.5% | TRIM −8% |
| 37 | WMTWALMART INC | 72,662 | $8M | 0.5% | HOLD |
| 38 | HDHOME DEPOT INC | 22,398 | $8M | 0.5% | HOLD |
| 39 | BBJPJ P MORGAN EXCHANGE TRADED F | 113,270 | $7M | 0.5% | HOLD |
| 40 | BRK.BBERKSHIRE HATHAWAY INC DEL | 13,388 | $7M | 0.4% | HOLD |
| 41 | JNJJOHNSON & JOHNSON | 32,376 | $7M | 0.4% | TRIM −7% |
| 42 | IVVISHARES TR | 9,545 | $7M | 0.4% | ADD 22% |
| 43 | JPMJPMORGAN CHASE & CO | 19,837 | $6M | 0.4% | HOLD |
| 44 | BNDVANGUARD BD INDEX FDS | 80,176 | $6M | 0.4% | ADD 31% |
| 45 | UCONFIRST TR EXCHNG TRADED FD VI | 234,626 | $6M | 0.4% | ADD 7% |
| 46 | ACNACCENTURE PLC IRELAND | 21,533 | $6M | 0.3% | TRIM −6% |
| 47 | TMOTHERMO FISHER SCIENTIFIC INC | 9,694 | $6M | 0.3% | TRIM −6% |
| 48 | BBCAJ P MORGAN EXCHANGE TRADED F | 60,103 | $6M | 0.3% | TRIM −5% |
| 49 | SYKSTRYKER CORPORATION | 15,634 | $5M | 0.3% | TRIM −3% |
| 50 | MRKMERCK & CO INC | 51,571 | $5M | 0.3% | TRIM −15% |
| 51 | APHAMPHENOL CORP | 39,852 | $5M | 0.3% | TRIM −19% |
| 52 | QCOMQUALCOMM INC | 30,527 | $5M | 0.3% | TRIM −3% |
| 53 | ACWIISHARES TR | 35,047 | $5M | 0.3% | HOLD |
| 54 | VTIVANGUARD INDEX FDS | 14,249 | $5M | 0.3% | ADD 11% |
| 55 | EXPDEXPEDITORS INTL WASH INC | 31,939 | $5M | 0.3% | TRIM −6% |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 15,896 | $5M | 0.3% | HOLD |
| 57 | BANDBANDWIDTH INC | 300,372 | $5M | 0.3% | HOLD |
| 58 | DHRDANAHER CORP DEL | 19,963 | $5M | 0.3% | TRIM −8% |
| 59 | LLYELI LILLY & CO | 4,085 | $4M | 0.3% | ADD 13% |
| 60 | ITWILLINOIS TOOL WKS INC | 16,986 | $4M | 0.3% | TRIM −5% |
| 61 | ICEINTERCONTINENTAL EXCHANGE IN | 25,414 | $4M | 0.2% | TRIM −7% |
| 62 | VOTVANGUARD INDEX FDS | 14,694 | $4M | 0.2% | HOLD |
| 63 | VUGVANGUARD INDEX FDS | 8,390 | $4M | 0.2% | HOLD |
| 64 | SHWSHERWIN WILLIAMS CO | 11,927 | $4M | 0.2% | TRIM −4% |
| 65 | MELIMERCADOLIBRE INC | 1,901 | $4M | 0.2% | HOLD |
| 66 | LINLINDE PLC | 8,926 | $4M | 0.2% | TRIM −16% |
| 67 | ESGDISHARES TR | 39,154 | $4M | 0.2% | HOLD |
| 68 | BSXBOSTON SCIENTIFIC CORP | 38,400 | $4M | 0.2% | ADD 541% |
| 69 | FASTFASTENAL CO | 90,744 | $4M | 0.2% | TRIM −7% |
| 70 | KOCOCA COLA CO | 51,347 | $4M | 0.2% | ADD 3% |
| 71 | RKLBROCKET LAB CORP | 51,288 | $4M | 0.2% | HOLD |
| 72 | ADPAUTOMATIC DATA PROCESSING IN | 13,812 | $4M | 0.2% | TRIM −15% |
| 73 | IAGGISHARES TR | 70,600 | $4M | 0.2% | TRIM −35% |
| 74 | ROPROPER TECHNOLOGIES INC | 7,888 | $4M | 0.2% | ADD 6% |
| 75 | MSIMOTOROLA SOLUTIONS INC | 9,145 | $4M | 0.2% | TRIM −10% |
| 76 | CHKPCHECK POINT SOFTWARE TECH LT | 18,844 | $3M | 0.2% | ADD 3% |
| 77 | GOVTISHARES TR | 146,413 | $3M | 0.2% | TRIM −22% |
| 78 | CHDCHURCH & DWIGHT CO INC | 40,200 | $3M | 0.2% | ADD 5% |
| 79 | PLTRPALANTIR TECHNOLOGIES INC | 18,457 | $3M | 0.2% | ADD 5% |
| 80 | FBTCFIDELITY WISE ORIGIN BITCOIN | 42,620 | $3M | 0.2% | HOLD |
| 81 | SHYISHARES TR | 38,398 | $3M | 0.2% | HOLD |
| 82 | LOWLOWES COS INC | 13,173 | $3M | 0.2% | HOLD |
| 83 | XOMEXXON MOBIL CORP | 26,200 | $3M | 0.2% | HOLD |
| 84 | IWYISHARES TR | 11,256 | $3M | 0.2% | HOLD |
| 85 | VNQVANGUARD INDEX FDS | 35,128 | $3M | 0.2% | ADD 7% |
| 86 | MAMASTERCARD INCORPORATED | 5,412 | $3M | 0.2% | TRIM −2% |
| 87 | DISDISNEY WALT CO | 25,485 | $3M | 0.2% | HOLD |
| 88 | IJHISHARES TR | 43,113 | $3M | 0.2% | HOLD |
| 89 | LQDISHARES TR | 25,818 | $3M | 0.2% | HOLD |
| 90 | IEMGISHARES INC | 41,497 | $3M | 0.2% | ADD 2% |
| 91 | QUALISHARES TR | 13,890 | $3M | 0.2% | HOLD |
| 92 | ABBVABBVIE INC | 11,830 | $3M | 0.2% | HOLD |
| 93 | BACBANK AMERICA CORP | 48,758 | $3M | 0.2% | ADD 9% |
| 94 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 8,677 | $3M | 0.2% | TRIM −4% |
| 95 | CSCOCISCO SYS INC | 34,141 | $3M | 0.2% | HOLD |
| 96 | ITAIShares U.S. Aerospace & Defense ETF | 12,088 | $3M | 0.2% | ADD 599% |
| 97 | BBAXJ P MORGAN EXCHANGE TRADED F | 44,107 | $2M | 0.1% | HOLD |
| 98 | VTVVANGUARD INDEX FDS | 12,875 | $2M | 0.1% | HOLD |
| 99 | ANETARISTA NETWORKS INC | 18,735 | $2M | 0.1% | HOLD |
| 100 | ORCLORACLE CORP | 12,590 | $2M | 0.1% | TRIM −3% |
| 101 | BSCQINVESCO EXCH TRD SLF IDX FD | 122,554 | $2M | 0.1% | ADD 29% |
| 102 | KBWBINVESCO EXCH TRADED FD TR II | 28,424 | $2M | 0.1% | ADD 10% |
| 103 | CATCATERPILLAR INC | 4,106 | $2M | 0.1% | ADD 14% |
| 104 | COSTCOSTCO WHSL CORP NEW | 2,671 | $2M | 0.1% | HOLD |
| 105 | UBERUBER TECHNOLOGIES INC | 27,474 | $2M | 0.1% | TRIM −3% |
| 106 | GEGE AEROSPACE | 7,276 | $2M | 0.1% | ADD 3% |
| 107 | PGPROCTER AND GAMBLE CO | 15,284 | $2M | 0.1% | TRIM −11% |
| 108 | MCDMCDONALDS CORP | 7,002 | $2M | 0.1% | ADD 6% |
| 109 | BBEUJ P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 29,153 | $2M | 0.1% | HOLD |
| 110 | RTXRTX CORPORATION | 11,624 | $2M | 0.1% | HOLD |
| 111 | NSCNORFOLK SOUTHN CORP | 7,381 | $2M | 0.1% | HOLD |
| 112 | VPLVANGUARD INTL EQUITY INDEX F | 23,389 | $2M | 0.1% | HOLD |
| 113 | IWMISHARES TR | 8,465 | $2M | 0.1% | HOLD |
| 114 | SDVYFIRST TR EXCHANGE TRADED FD | 53,856 | $2M | 0.1% | HOLD |
| 115 | VIGVANGUARD SPECIALIZED FUNDS | 9,012 | $2M | 0.1% | ADD 12% |
| 116 | EFGISHARES TR | 17,367 | $2M | 0.1% | HOLD |
| 117 | VTWOVANGUARD SCOTTSDALE FDS | 19,216 | $2M | 0.1% | HOLD |
| 118 | SFBSSERVISFIRST BANCSHARES INC | 25,876 | $2M | 0.1% | ADD 15% |
| 119 | TLTISHARES TR | 21,165 | $2M | 0.1% | HOLD |
| 120 | WFCWELLS FARGO CO NEW | 19,542 | $2M | 0.1% | ADD 11% |
| 121 | SOVFELEVATION SERIES TRUST | 60,487 | $2M | 0.1% | HOLD |
| 122 | CASYCASEYS GEN STORES INC | 3,164 | $2M | 0.1% | HOLD |
| 123 | DFAUDIMENSIONAL ETF TRUST | 37,212 | $2M | 0.1% | ADD 8% |
| 124 | CRMSALESFORCE INC | 6,560 | $2M | 0.1% | ADD 3% |
| 125 | EFVISHARES TR | 24,239 | $2M | 0.1% | HOLD |
| 126 | VFLOVICTORY PORTFOLIOS II | 43,554 | $2M | 0.1% | ADD 6% |
| 127 | INTUINTUIT | 2,583 | $2M | 0.1% | TRIM −5% |
| 128 | JMTGJ P MORGAN EXCHANGE TRADED F | 32,376 | $2M | 0.1% | TRIM −36% |
| 129 | LRCXLAM RESEARCH CORP | 9,649 | $2M | 0.1% | ADD 12% |
| 130 | VTVANGUARD INTL EQUITY INDEX F | 11,196 | $2M | 0.1% | HOLD |
| 131 | URIUNITED RENTALS INC | 1,944 | $2M | 0.1% | ADD 2% |
| 132 | CTASCINTAS CORP | 8,334 | $2M | 0.1% | TRIM −4% |
| 133 | SCHVSCHWAB STRATEGIC TR | 51,458 | $2M | 0.1% | TRIM −6% |
| 134 | EMBISHARES TR | 15,813 | $2M | 0.1% | TRIM −33% |
| 135 | VWOVANGUARD INTL EQUITY INDEX F | 27,918 | $2M | 0.1% | ADD 13% |
| 136 | VBVANGUARD INDEX FDS | 5,720 | $1M | 0.1% | TRIM −2% |
| 137 | ASMLASML HOLDING N V | 1,371 | $1M | 0.1% | HOLD |
| 138 | DFAIDIMENSIONAL ETF TRUST | 38,234 | $1M | 0.1% | ADD 4% |
| 139 | UNHUNITEDHEALTH GROUP INC | 4,401 | $1M | 0.1% | TRIM −3% |
| 140 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 44,394 | $1M | 0.1% | TRIM −4% |
| 141 | BLESNORTHERN LTS FD TR IV | 33,474 | $1M | 0.1% | TRIM −3% |
| 142 | AMATAPPLIED MATLS INC | 5,617 | $1M | 0.1% | HOLD |
| 143 | AZOAUTOZONE INC | 423 | $1M | 0.1% | ADD 247% |
| 144 | IVLUISHARES TR | 37,636 | $1M | 0.1% | TRIM −13% |
| 145 | MUMICRON TECHNOLOGY INC | 5,006 | $1M | 0.1% | TRIM −3% |
| 146 | PHPARKER-HANNIFIN CORP | 1,607 | $1M | 0.1% | HOLD |
| 147 | DVYISHARES TR | 10,007 | $1M | 0.1% | HOLD |
| 148 | XLCSELECT SECTOR SPDR TR | 11,971 | $1M | 0.1% | HOLD |
| 149 | IJJISHARES TR | 10,657 | $1M | 0.1% | HOLD |
| 150 | NEMNEWMONT CORP | 13,971 | $1M | 0.1% | HOLD |
| 151 | SCZISHARES TR | 17,951 | $1M | 0.1% | HOLD |
| 152 | SCHFSCHWAB STRATEGIC TR | 57,857 | $1M | 0.1% | HOLD |
| 153 | PHYSSprott Physical Gold Trust | 41,725 | $1M | 0.1% | ADD 3% |
| 154 | AMDADVANCED MICRO DEVICES INC | 6,411 | $1M | 0.1% | HOLD |
| 155 | XLESELECT SECTOR SPDR TR | 30,585 | $1M | 0.1% | ADD 107% |
| 156 | SBUXSTARBUCKS CORP | 15,848 | $1M | 0.1% | TRIM −11% |
| 157 | PPLTABRDN PLATINUM ETF TRUST | 7,126 | $1M | 0.1% | TRIM −59% |
| 158 | CVXCHEVRON CORP NEW | 8,640 | $1M | 0.1% | ADD 5% |
| 159 | TAT&T INC | 52,834 | $1M | 0.1% | TRIM −14% |
| 160 | SHVISHARES TR | 11,738 | $1M | 0.1% | ADD 22% |
| 161 | MSMORGAN STANLEY | 7,089 | $1M | 0.1% | HOLD |
| 162 | IEFAISHARES TR | 14,051 | $1M | 0.1% | ADD 7% |
| 163 | GEVGE VERNOVA INC | 1,884 | $1M | 0.1% | ADD 6% |
| 164 | IWPISHARES TR | 8,864 | $1M | 0.1% | HOLD |
| 165 | BSCRINVESCO EXCH TRD SLF IDX FD | 61,139 | $1M | 0.1% | ADD 74% |
| 166 | AMGNAMGEN INC | 3,630 | $1M | 0.1% | HOLD |
| 167 | IGMISHARES TR | 9,100 | $1M | 0.1% | HOLD |
| 168 | DYDYCOM INDS INC | 3,418 | $1M | 0.1% | TRIM −6% |
| 169 | ABTABBOTT LABS | 9,177 | $1M | 0.1% | TRIM −5% |
| 170 | VISVANGUARD WORLD FD | 3,799 | $1M | 0.1% | HOLD |
| 171 | NVSNOVARTIS AG | 8,081 | $1M | 0.1% | HOLD |
| 172 | AXAXOS FINANCIAL INC | 12,739 | $1M | 0.1% | HOLD |
| 173 | NEENEXTERA ENERGY INC | 13,636 | $1M | 0.1% | HOLD |
| 174 | TJXTJX COS INC NEW | 7,046 | $1M | 0.1% | ADD 5% |
| 175 | ESGUISHARES TR | 7,258 | $1M | 0.1% | HOLD |
| 176 | PMPHILIP MORRIS INTL INC | 6,656 | $1M | 0.1% | TRIM −3% |
| 177 | CCITIGROUP INC | 9,132 | $1M | 0.1% | TRIM −2% |
| 178 | CBCHUBB LIMITED | 3,368 | $1M | 0.1% | ADD 7% |
| 179 | GDGENERAL DYNAMICS CORP | 3,107 | $1M | 0.1% | HOLD |
| 180 | VZVERIZON COMMUNICATIONS INC | 25,254 | $1M | 0.1% | TRIM −15% |
| 181 | MUBISHARES TR | 9,492 | $1M | 0.1% | ADD 2% |
| 182 | FLRNSPDR SERIES TRUST | 33,000 | $1M | 0.1% | HOLD |
| 183 | COFCAPITAL ONE FINL CORP | 4,114 | $997,117 | 0.1% | TRIM −3% |
| 184 | IGSBISHARES TR | 18,749 | $991,469 | 0.1% | TRIM −14% |
| 185 | KLACKLA CORP | 814 | $989,606 | 0.1% | ADD 11% |
| 186 | ACWXISHARES TR | 14,689 | $986,073 | 0.1% | NEW |
| 187 | VOVANGUARD INDEX FDS | 3,358 | $974,564 | 0.1% | ADD 10% |
| 188 | TIPISHARES TR | 8,846 | $972,209 | 0.1% | ADD 2% |
| 189 | AZNASTRAZENECA PLC | 10,452 | $960,807 | 0.1% | TRIM −3% |
| 190 | XLYSELECT SECTOR SPDR TR | 8,012 | $956,729 | 0.1% | ADD 93% |
| 191 | NOWSERVICENOW INC | 6,231 | $954,527 | 0.1% | ADD 399% |
| 192 | ADSKAUTODESK INC | 3,178 | $940,823 | 0.1% | ADD 11% |
| 193 | AXPAMERICAN EXPRESS CO | 2,537 | $938,609 | 0.1% | TRIM −5% |
| 194 | SPGIS&P GLOBAL INC | 1,782 | $931,244 | 0.1% | TRIM −2% |
| 195 | XLUSELECT SECTOR SPDR TR | 21,773 | $929,501 | 0.1% | ADD 53% |
| 196 | GILDGILEAD SCIENCES INC | 7,472 | $917,171 | 0.1% | ADD 24% |
| 197 | ZZILLOW GROUP INC | 13,415 | $915,171 | 0.1% | HOLD |
| 198 | SONYSONY GROUP CORP | 35,375 | $905,600 | 0.1% | HOLD |
| 199 | XYZBLOCK INC | 13,796 | $898,003 | 0.1% | HOLD |
| 200 | DDOMINION ENERGY INC | 15,270 | $894,676 | 0.1% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.