CIK 1504744
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2021-Q2. 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 | 86.18% | 236 |
| Specialty Retail | 2.06% | 13 |
| Technology Hardware & Equipment | 1.95% | 12 |
| Software | 0.95% | 11 |
| Pharmaceuticals & Biotechnology | 0.90% | 12 |
| Commercial Services & Supplies | 0.85% | 18 |
| Banks | 0.70% | 14 |
| Chemicals | 0.62% | 10 |
| Diversified Telecommunication Services | 0.57% | 2 |
| Insurance | 0.52% | 14 |
| Software & IT Services | 0.52% | 8 |
| Utilities | 0.49% | 14 |
| Aerospace & Defense | 0.48% | 8 |
| Semiconductors & Semiconductor Equipment | 0.47% | 9 |
| Beverages | 0.47% | 4 |
| Road & Rail | 0.23% | 4 |
| Media & Entertainment | 0.22% | 5 |
| Hotels, Restaurants & Leisure | 0.21% | 5 |
| Oil, Gas & Consumable Fuels | 0.21% | 10 |
| Health Care Equipment & Supplies | 0.20% | 8 |
| Capital Markets | 0.20% | 9 |
| Equity Real Estate Investment Trusts (REITs) | 0.19% | 4 |
| Machinery | 0.15% | 8 |
| Automobiles & Components | 0.10% | 2 |
| Entertainment | 0.10% | 2 |
| Airlines | 0.10% | 2 |
| Electrical Equipment & Components | 0.06% | 2 |
| Tobacco | 0.05% | 2 |
| Distributors | 0.04% | 5 |
| Industrial Conglomerates | 0.04% | 1 |
| Paper & Forest Products | 0.03% | 3 |
| Food Products | 0.03% | 3 |
| Communications Equipment | 0.02% | 2 |
| Food & Staples Retailing | 0.02% | 1 |
| Textiles, Apparel & Luxury Goods | 0.01% | 2 |
| Life Sciences Tools & Services | 0.01% | 2 |
| Health Care Providers & Services | 0.01% | 2 |
| Real Estate Management & Development | 0.01% | 1 |
| Diversified Consumer Services | 0.01% | 1 |
| Metals & Mining | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | Unclassified | 29.66% |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | Unclassified | 10.28% |
| 3 | VXUS | VANGUARD STAR FDS | Unclassified | 7.60% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | Unclassified | 5.32% |
| 5 | IVW | ISHARES TR | Unclassified | 4.29% |
| 6 | SPYG | SPDR SERIES TRUST STATE STREET SPD | Unclassified | 3.65% |
| 7 | MINT | PIMCO ETF TR | Unclassified | 3.11% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 2.49% |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | Unclassified | 2.16% |
| 10 | SCHB | SCHWAB STRATEGIC TR | Unclassified | 2.02% |
238/472 names classified · sector 14.3% of weight · industry 13.8% · mkt cap 14.2%; 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: 14.3% of the book is sector-classified (unclassified names shown, never dropped).
Only 14% of book weight classified — the grid is NOT representative of the whole book.
Classified: 13.5% of book weight (212/443 names) · unclassified 86.5%: VTI, VIG, VXUS, JPST, IVW, SPYG, MINT, SPY, JMST, SCHB +221 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 | VTIVANGUARD INDEX FDS | 5,963,668 | $1.3B | 29.7% | ADD 6% |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 2,988,024 | $459M | 10.3% | ADD 2% |
| 3 | VXUSVANGUARD STAR FDS | 5,364,823 | $339M | 7.6% | ADD 19% |
| 4 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,686,421 | $238M | 5.3% | HOLD |
| 5 | IVWISHARES TR | 2,590,009 | $191M | 4.3% | HOLD |
| 6 | SPYGSPDR SERIES TRUST STATE STREET SPD | 2,546,899 | $163M | 3.7% | ADD 10% |
| 7 | MINTPIMCO ETF TR | 1,359,965 | $139M | 3.1% | HOLD |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 258,828 | $111M | 2.5% | ADD 10% |
| 9 | JMSTJ P MORGAN EXCHANGE TRADED F | 1,888,890 | $96M | 2.2% | HOLD |
| 10 | SCHBSCHWAB STRATEGIC TR | 866,393 | $90M | 2.0% | HOLD |
| 11 | AAPLAPPLE INC | 472,623 | $67M | 1.5% | ADD 7% |
| 12 | ITOTISHARES TR | 657,074 | $65M | 1.4% | HOLD |
| 13 | HDHOME DEPOT INC | 165,080 | $54M | 1.2% | HOLD |
| 14 | VEUVANGUARD INTL EQUITY INDEX F | 723,019 | $44M | 1.0% | HOLD |
| 15 | MSFTMICROSOFT CORP | 109,084 | $31M | 0.7% | ADD 5% |
| 16 | VOOVANGUARD INDEX FDS | 75,023 | $30M | 0.7% | ADD 5% |
| 17 | BSVVANGUARD BD INDEX FDS | 273,167 | $22M | 0.5% | TRIM −3% |
| 18 | SCHXSCHWAB U.S. LARGE-CAP ETF | 203,129 | $21M | 0.5% | HOLD |
| 19 | TAT&T INC | 732,986 | $20M | 0.4% | HOLD |
| 20 | BRK.BBERKSHIRE HATHAWAY INC DEL | 72,511 | $20M | 0.4% | HOLD |
| 21 | SCHDSCHWAB STRATEGIC TR | 259,792 | $19M | 0.4% | HOLD |
| 22 | PGPROCTER AND GAMBLE CO | 115,611 | $16M | 0.4% | ADD 7% |
| 23 | IVVISHARES TR | 36,406 | $16M | 0.4% | ADD 6% |
| 24 | AMZNAMAZON COM INC | 4,655 | $15M | 0.3% | ADD 3% |
| 25 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 88,289 | $13M | 0.3% | TRIM −2% |
| 26 | KOCOCA COLA CO | 242,863 | $13M | 0.3% | HOLD |
| 27 | JNJJOHNSON & JOHNSON | 78,898 | $13M | 0.3% | TRIM −2% |
| 28 | MGKVanguard Mega Cap Growth ETF | 53,735 | $13M | 0.3% | HOLD |
| 29 | DGRWWISDOMTREE TR | 212,856 | $13M | 0.3% | HOLD |
| 30 | IWFISHARES TR | 45,353 | $12M | 0.3% | HOLD |
| 31 | HDVISHARES TR | 131,822 | $12M | 0.3% | HOLD |
| 32 | BNDVANGUARD BD INDEX FDS | 143,309 | $12M | 0.3% | ADD 870% |
| 33 | ACNACCENTURE PLC IRELAND | 37,781 | $12M | 0.3% | HOLD |
| 34 | VUGVANGUARD INDEX FDS | 41,539 | $12M | 0.3% | HOLD |
| 35 | VBVANGUARD INDEX FDS | 54,273 | $12M | 0.3% | ADD 10% |
| 36 | VPLVANGUARD INTL EQUITY INDEX F | 141,796 | $11M | 0.3% | HOLD |
| 37 | BRK.ABERKSHIRE HATHAWAY INC DEL | 25 | $10M | 0.2% | HOLD |
| 38 | SCHFSCHWAB STRATEGIC TR | 262,287 | $10M | 0.2% | HOLD |
| 39 | HONHONEYWELL INTL INC | 44,305 | $9M | 0.2% | HOLD |
| 40 | LRGFISHARES TR | 222,000 | $9M | 0.2% | TRIM −2% |
| 41 | UNHUNITEDHEALTH GROUP INC | 22,940 | $9M | 0.2% | ADD 6% |
| 42 | PFEPFIZER INC | 206,234 | $9M | 0.2% | HOLD |
| 43 | DGROISHARES CORE DIVIDEND GROWTH ETF | 173,085 | $9M | 0.2% | HOLD |
| 44 | VVISA INC | 37,170 | $8M | 0.2% | ADD 10% |
| 45 | TOTLSSGA ACTIVE ETF TR | 165,560 | $8M | 0.2% | HOLD |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 155,796 | $8M | 0.2% | ADD 13% |
| 47 | MGCVanguard Mega Cap ETF | 50,751 | $8M | 0.2% | HOLD |
| 48 | PEPPEPSICO INC | 50,911 | $8M | 0.2% | ADD 9% |
| 49 | EFAISHARES TR | 96,674 | $8M | 0.2% | ADD 5% |
| 50 | CSCOCISCO SYS INC | 137,933 | $8M | 0.2% | ADD 6% |
| 51 | QQQMINVESCO EXCH TRADED FD TR II | 49,336 | $7M | 0.2% | ADD 5% |
| 52 | CMCSACOMCAST CORP NEW | 128,023 | $7M | 0.2% | ADD 7% |
| 53 | IWDISHARES TR | 45,610 | $7M | 0.2% | HOLD |
| 54 | MGVVANGUARD WORLD FD | 72,515 | $7M | 0.2% | HOLD |
| 55 | IGMISHARES TR | 17,342 | $7M | 0.2% | ADD 4% |
| 56 | JPMJPMORGAN CHASE & CO | 42,629 | $7M | 0.2% | TRIM −6% |
| 57 | SPLVINVESCO EXCH TRADED FD TR II | 112,990 | $7M | 0.2% | HOLD |
| 58 | GOOGALPHABET INC | 2,566 | $7M | 0.2% | HOLD |
| 59 | IXUSISHARES TR | 92,388 | $7M | 0.1% | HOLD |
| 60 | DVYISHARES TR | 56,808 | $7M | 0.1% | HOLD |
| 61 | SDYSPDR SER TR | 54,578 | $6M | 0.1% | HOLD |
| 62 | WMTWALMART INC | 44,144 | $6M | 0.1% | ADD 8% |
| 63 | MCDMCDONALDS CORP | 25,105 | $6M | 0.1% | ADD 4% |
| 64 | INTCINTEL CORP | 113,037 | $6M | 0.1% | HOLD |
| 65 | SOSOUTHERN CO | 94,872 | $6M | 0.1% | ADD 4% |
| 66 | NEENEXTERA ENERGY INC | 73,931 | $6M | 0.1% | ADD 18% |
| 67 | QQQINVESCO QQQ TR | 16,189 | $6M | 0.1% | HOLD |
| 68 | VZVERIZON COMMUNICATIONS INC | 106,936 | $6M | 0.1% | ADD 3% |
| 69 | NVDANVIDIA CORPORATION | 27,844 | $6M | 0.1% | ADD 326% |
| 70 | GOOGLALPHABET INC | 2,134 | $6M | 0.1% | ADD 6% |
| 71 | ORCLORACLE CORP | 64,553 | $6M | 0.1% | HOLD |
| 72 | RTXRTX CORPORATION | 63,631 | $5M | 0.1% | ADD 3% |
| 73 | DFAUDIMENSIONAL ETF TRUST | 177,953 | $5M | 0.1% | ADD 33% |
| 74 | TXNTEXAS INSTRS INC | 27,825 | $5M | 0.1% | ADD 8% |
| 75 | METAMETA PLATFORMS INC | 15,700 | $5M | 0.1% | HOLD |
| 76 | OEFISHARES TR | 26,729 | $5M | 0.1% | HOLD |
| 77 | GBDCGOLUB CAP BDC INC | 327,025 | $5M | 0.1% | HOLD |
| 78 | BACBANK AMERICA CORP | 113,542 | $5M | 0.1% | ADD 16% |
| 79 | IEFAISHARES TR | 64,085 | $5M | 0.1% | ADD 71% |
| 80 | UNPUNION PAC CORP | 24,071 | $5M | 0.1% | ADD 4% |
| 81 | NKENIKE INC | 32,361 | $5M | 0.1% | ADD 7% |
| 82 | SCHVSCHWAB STRATEGIC TR | 69,296 | $5M | 0.1% | HOLD |
| 83 | IWBISHARES TR | 18,728 | $5M | 0.1% | HOLD |
| 84 | RSPINVESCO EXCHANGE TRADED FD T | 29,536 | $4M | 0.1% | TRIM −2% |
| 85 | VBRVANGUARD INDEX FDS | 26,062 | $4M | 0.1% | TRIM −23% |
| 86 | IVEISHARES TR | 30,299 | $4M | 0.1% | ADD 66% |
| 87 | TGTTARGET CORP | 18,856 | $4M | 0.1% | ADD 4% |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 30,851 | $4M | 0.1% | ADD 18% |
| 89 | DISDISNEY WALT CO | 25,281 | $4M | 0.1% | TRIM −7% |
| 90 | AXPAMERICAN EXPRESS CO | 24,611 | $4M | 0.1% | ADD 9% |
| 91 | MAAMID-AMER APT CMNTYS INC | 22,071 | $4M | 0.1% | HOLD |
| 92 | ARCCARES CAPITAL CORP | 193,172 | $4M | 0.1% | TRIM −6% |
| 93 | VOTVANGUARD INDEX FDS | 16,381 | $4M | 0.1% | HOLD |
| 94 | IJRISHARES TR | 35,264 | $4M | 0.1% | TRIM −47% |
| 95 | VTVVANGUARD INDEX FDS | 28,359 | $4M | 0.1% | HOLD |
| 96 | MDTMEDTRONIC PLC | 30,335 | $4M | 0.1% | ADD 13% |
| 97 | AMTAMERICAN TOWER CORP | 14,272 | $4M | 0.1% | ADD 7% |
| 98 | ABBVABBVIE INC | 33,839 | $4M | 0.1% | TRIM −3% |
| 99 | ESGUISHARES TR | 36,890 | $4M | 0.1% | HOLD |
| 100 | SCHASCHWAB STRATEGIC TR | 36,166 | $4M | 0.1% | TRIM −2% |
| 101 | GPNGLOBAL PMTS INC | 22,653 | $4M | 0.1% | TRIM −18% |
| 102 | DUKDUKE ENERGY CORP NEW | 36,480 | $4M | 0.1% | ADD 6% |
| 103 | SCHMSCHWAB STRATEGIC TR | 46,093 | $4M | 0.1% | HOLD |
| 104 | IWNISHARES TR | 21,283 | $3M | 0.1% | HOLD |
| 105 | CATCATERPILLAR INC | 17,732 | $3M | 0.1% | ADD 21% |
| 106 | MRKMERCK & CO INC | 45,000 | $3M | 0.1% | TRIM −5% |
| 107 | LOWLOWES COS INC | 16,616 | $3M | 0.1% | ADD 16% |
| 108 | VOEVANGUARD INDEX FDS | 22,935 | $3M | 0.1% | HOLD |
| 109 | CNCCENTENE CORP DEL | 51,206 | $3M | 0.1% | ADD 7% |
| 110 | USBUS BANCORP | 52,923 | $3M | 0.1% | ADD 12% |
| 111 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,499 | $3M | 0.1% | ADD 6% |
| 112 | IJHISHARES TR | 11,670 | $3M | 0.1% | ADD 10% |
| 113 | AMGNAMGEN INC | 14,320 | $3M | 0.1% | ADD 6% |
| 114 | TSLATESLA INC | 3,870 | $3M | 0.1% | HOLD |
| 115 | CBCHUBB LIMITED | 17,137 | $3M | 0.1% | ADD 18% |
| 116 | DIASPDR DOW JONES INDL AVERAGE | 8,758 | $3M | 0.1% | HOLD |
| 117 | EEMISHARES TR | 57,978 | $3M | 0.1% | HOLD |
| 118 | OBDCBLUE OWL CAPITAL CORPORATION | 205,605 | $3M | 0.1% | TRIM −4% |
| 119 | VOVANGUARD INDEX FDS | 12,165 | $3M | 0.1% | ADD 51% |
| 120 | XOMEXXON MOBIL CORP | 48,192 | $3M | 0.1% | ADD 8% |
| 121 | GDGENERAL DYNAMICS CORP | 14,268 | $3M | 0.1% | ADD 19% |
| 122 | VWOVANGUARD INTL EQUITY INDEX F | 55,858 | $3M | 0.1% | HOLD |
| 123 | CLCOLGATE PALMOLIVE CO | 36,757 | $3M | 0.1% | ADD 12% |
| 124 | GSBDGOLDMAN SACHS BDC INC | 151,397 | $3M | 0.1% | TRIM −3% |
| 125 | MSMORGAN STANLEY | 27,583 | $3M | 0.1% | HOLD |
| 126 | XLKSELECT SECTOR SPDR TR | 17,919 | $3M | 0.1% | HOLD |
| 127 | IJKISHARES TR | 33,458 | $3M | 0.1% | HOLD |
| 128 | LLYELI LILLY & CO | 11,401 | $3M | 0.1% | HOLD |
| 129 | ABTABBOTT LABS | 22,140 | $3M | 0.1% | ADD 10% |
| 130 | IWMISHARES TR | 11,940 | $3M | 0.1% | ADD 7% |
| 131 | WMWASTE MGMT INC DEL | 17,490 | $3M | 0.1% | ADD 65% |
| 132 | EMREMERSON ELEC CO | 27,218 | $3M | 0.1% | ADD 15% |
| 133 | VVVANGUARD INDEX FDS | 12,598 | $3M | 0.1% | HOLD |
| 134 | PNCPNC FINL SVCS GROUP INC | 12,930 | $3M | 0.1% | ADD 25% |
| 135 | BDXBECTON DICKINSON & CO | 10,046 | $2M | 0.1% | ADD 18% |
| 136 | SLRCSLR INVESTMENT CORP | 127,883 | $2M | 0.1% | ADD 17% |
| 137 | KLACKLA CORP | 7,139 | $2M | 0.1% | TRIM −8% |
| 138 | ELVELEVANCE HEALTH INC FORMERLY | 6,254 | $2M | 0.1% | ADD 22% |
| 139 | IUSGISHARES TR | 22,762 | $2M | 0.1% | HOLD |
| 140 | ICEINTERCONTINENTAL EXCHANGE IN | 20,160 | $2M | 0.1% | ADD 25% |
| 141 | DALDELTA AIR LINES INC | 53,698 | $2M | 0.1% | TRIM −4% |
| 142 | VBKVANGUARD INDEX FDS | 8,114 | $2M | 0.1% | HOLD |
| 143 | UPSUNITED PARCEL SERVICE INC | 12,266 | $2M | 0.1% | ADD 4% |
| 144 | NTSXWISDOMTREE TR | 53,766 | $2M | 0.0% | HOLD |
| 145 | CVXCHEVRON CORP NEW | 21,411 | $2M | 0.0% | ADD 17% |
| 146 | SBUXSTARBUCKS CORP | 19,648 | $2M | 0.0% | ADD 3% |
| 147 | SHWSHERWIN WILLIAMS CO | 7,715 | $2M | 0.0% | ADD 14% |
| 148 | INVESCO EXCH TRD SLF IDX FD | 100,006 | $2M | 0.0% | TRIM −12% |
| 149 | MAMASTERCARD INCORPORATED | 6,062 | $2M | 0.0% | ADD 5% |
| 150 | TMOTHERMO FISHER SCIENTIFIC INC | 3,573 | $2M | 0.0% | HOLD |
| 151 | EPDENTERPRISE PRODS PARTNERS L | 93,858 | $2M | 0.0% | TRIM −8% |
| 152 | SCHESCHWAB STRATEGIC TR | 66,053 | $2M | 0.0% | TRIM −14% |
| 153 | FDXFEDEX CORP | 9,176 | $2M | 0.0% | ADD 17% |
| 154 | NFLXNETFLIX INC | 3,295 | $2M | 0.0% | HOLD |
| 155 | GLDSPDR GOLD TR | 11,846 | $2M | 0.0% | HOLD |
| 156 | MMM3M CO | 11,004 | $2M | 0.0% | ADD 3% |
| 157 | ALLALLSTATE CORP | 15,084 | $2M | 0.0% | ADD 59% |
| 158 | SUSAISHARES TR | 19,670 | $2M | 0.0% | TRIM −2% |
| 159 | WWAYFAIR INC | 7,083 | $2M | 0.0% | HOLD |
| 160 | CSXCSX CORP | 60,738 | $2M | 0.0% | TRIM −21% |
| 161 | MTUMISHARES TR | 10,120 | $2M | 0.0% | TRIM −4% |
| 162 | SAICSCIENCE APPLICATIONS INTL CO | 20,560 | $2M | 0.0% | HOLD |
| 163 | BMYBRISTOL-MYERS SQUIBB CO | 29,667 | $2M | 0.0% | TRIM −5% |
| 164 | ADPAUTOMATIC DATA PROCESSING IN | 8,695 | $2M | 0.0% | ADD 26% |
| 165 | WFCWELLS FARGO CO NEW | 37,435 | $2M | 0.0% | ADD 8% |
| 166 | RFREGIONS FINANCIAL CORP NEW | 81,090 | $2M | 0.0% | HOLD |
| 167 | PYPLPAYPAL HLDGS INC | 6,596 | $2M | 0.0% | ADD 5% |
| 168 | LMTLOCKHEED MARTIN CORP | 4,971 | $2M | 0.0% | TRIM −3% |
| 169 | BIZDVANECK ETF TRUST | 97,357 | $2M | 0.0% | ADD 5% |
| 170 | VYMVANGUARD WHITEHALL FDS | 16,070 | $2M | 0.0% | ADD 4% |
| 171 | XYZBLOCK INC | 6,920 | $2M | 0.0% | HOLD |
| 172 | COSTCOSTCO WHSL CORP NEW | 3,673 | $2M | 0.0% | TRIM −5% |
| 173 | VTVANGUARD INTL EQUITY INDEX F | 16,067 | $2M | 0.0% | HOLD |
| 174 | COFCAPITAL ONE FINL CORP | 9,973 | $2M | 0.0% | ADD 22% |
| 175 | PAVEGLOBAL X FDS | 62,367 | $2M | 0.0% | NEW |
| 176 | AZOAUTOZONE INC | 900 | $2M | 0.0% | TRIM −41% |
| 177 | FISVFISERV INC | 13,885 | $2M | 0.0% | ADD 67% |
| 178 | AGGISHARES TR | 13,114 | $2M | 0.0% | ADD 8% |
| 179 | MAGELLAN MIDSTREAM PARTNERS LP | 32,894 | $1M | 0.0% | ADD 6% |
| 180 | WTPIWISDOMTREE TR | 45,837 | $1M | 0.0% | HOLD |
| 181 | BWABORGWARNER INC | 34,422 | $1M | 0.0% | HOLD |
| 182 | LINLINDE PLC | 4,865 | $1M | 0.0% | TRIM −5% |
| 183 | IEMGISHARES INC | 22,890 | $1M | 0.0% | ADD 62% |
| 184 | VGTVANGUARD WORLD FD | 3,518 | $1M | 0.0% | TRIM −6% |
| 185 | CCITIGROUP INC | 20,049 | $1M | 0.0% | ADD 29% |
| 186 | IWOISHARES TR | 4,792 | $1M | 0.0% | HOLD |
| 187 | BBJPJ P MORGAN EXCHANGE TRADED F | 23,759 | $1M | 0.0% | ADD 370% |
| 188 | TFCTRUIST FINL CORP | 23,339 | $1M | 0.0% | HOLD |
| 189 | JNKSPDR SER TR | 12,313 | $1M | 0.0% | ADD 21% |
| 190 | SCHRSCHWAB STRATEGIC TR | 23,639 | $1M | 0.0% | TRIM −10% |
| 191 | WDAYWORKDAY INC | 5,368 | $1M | 0.0% | HOLD |
| 192 | IYWISHARES TR | 13,233 | $1M | 0.0% | TRIM −3% |
| 193 | BBEUJ P MORGAN EXCHANGE TRADED F BETABUILDERS EUR | 23,348 | $1M | 0.0% | ADD 350% |
| 194 | NSCNORFOLK SOUTHN CORP | 5,568 | $1M | 0.0% | ADD 6% |
| 195 | MOALTRIA GROUP INC | 27,891 | $1M | 0.0% | HOLD |
| 196 | LQDISHARES TR | 9,450 | $1M | 0.0% | ADD 9% |
| 197 | VHTVANGUARD WORLD FD | 5,073 | $1M | 0.0% | TRIM −7% |
| 198 | ATLANTIC CAP BANCSHARES INC | 45,490 | $1M | 0.0% | ADD 190% |
| 199 | COPCONOCOPHILLIPS | 17,763 | $1M | 0.0% | ADD 26% |
| 200 | IWVISHARES TR | 4,690 | $1M | 0.0% | ADD 6% |
Where this firm's principals came from and which firms its alumni went on to found.