CIK 1568389
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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 | 94.16% | 131 |
| Software | 1.72% | 5 |
| Technology Hardware & Equipment | 1.01% | 6 |
| Specialty Retail | 0.86% | 4 |
| Semiconductors & Semiconductor Equipment | 0.61% | 8 |
| Software & IT Services | 0.33% | 5 |
| Automobiles & Components | 0.25% | 2 |
| Banks | 0.22% | 7 |
| Pharmaceuticals & Biotechnology | 0.15% | 9 |
| Chemicals | 0.10% | 3 |
| Commercial Services & Supplies | 0.09% | 4 |
| Hotels, Restaurants & Leisure | 0.08% | 2 |
| Oil, Gas & Consumable Fuels | 0.07% | 2 |
| Insurance | 0.06% | 2 |
| Distributors | 0.05% | 1 |
| Aerospace & Defense | 0.04% | 3 |
| Health Care Equipment & Supplies | 0.04% | 2 |
| Media & Entertainment | 0.03% | 1 |
| Beverages | 0.03% | 2 |
| Utilities | 0.02% | 2 |
| Diversified Telecommunication Services | 0.02% | 2 |
| Electrical Equipment & Components | 0.02% | 1 |
| Entertainment | 0.01% | 1 |
| Communications Equipment | 0.01% | 1 |
| Capital Markets | 0.01% | 1 |
| Road & Rail | 0.01% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | Unclassified | 14.15% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | Unclassified | 11.46% |
| 3 | QUAL | ISHARES TR | Unclassified | 10.11% |
| 4 | DISV | DIMENSIONAL ETF TRUST | Unclassified | 9.81% |
| 5 | OEF | ISHARES TR | Unclassified | 9.01% |
| 6 | AVLV | AMERICAN CENTY ETF TR | Unclassified | 5.47% |
| 7 | DIHP | DIMENSIONAL ETF TRUST | Unclassified | 3.33% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | Unclassified | 2.94% |
| 9 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | Unclassified | 2.05% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | Unclassified | 2.04% |
78/209 names classified · sector 5.8% of weight · industry 5.8% · mkt cap 5.8%; 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: 5.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 6% of book weight classified — the grid is NOT representative of the whole book.
Classified: 5.8% of book weight (72/209 names) · unclassified 94.2%: AVUV, DUHP, QUAL, DISV, OEF, AVLV, DIHP, DFAC, VGSH, DFAT +127 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 | AVUVAMERICAN CENTY ETF TR | 3,520,278 | $340M | 14.1% | TRIM −2% |
| 2 | DUHPDIMENSIONAL ETF TRUST | 8,149,756 | $275M | 11.5% | TRIM −2% |
| 3 | QUALISHARES TR | 1,363,748 | $243M | 10.1% | HOLD |
| 4 | DISVDIMENSIONAL ETF TRUST | 8,865,282 | $236M | 9.8% | ADD 3% |
| 5 | OEFISHARES TR | 749,310 | $216M | 9.0% | HOLD |
| 6 | AVLVAMERICAN CENTY ETF TR | 1,969,084 | $131M | 5.5% | TRIM −2% |
| 7 | DIHPDIMENSIONAL ETF TRUST | 3,165,787 | $80M | 3.3% | HOLD |
| 8 | DFACDIMENSIONAL ETF TRUST | 2,044,028 | $71M | 2.9% | TRIM −4% |
| 9 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 846,016 | $49M | 2.0% | ADD 21433% |
| 10 | DFATDIMENSIONAL ETF TRUST | 880,267 | $49M | 2.0% | TRIM −4% |
| 11 | VBRVANGUARD INDEX FDS | 205,133 | $41M | 1.7% | TRIM −4% |
| 12 | MSFTMICROSOFT CORP | 92,179 | $39M | 1.6% | HOLD |
| 13 | DFSUDIMENSIONAL ETF TRUST | 988,593 | $37M | 1.6% | TRIM −3% |
| 14 | AVESAMERICAN CENTY ETF TR | 797,725 | $37M | 1.5% | ADD 3% |
| 15 | SGOVISHARES TR | 353,423 | $35M | 1.5% | ADD 1089% |
| 16 | VTEBVANGUARD MUN BD FDS | 704,250 | $35M | 1.5% | HOLD |
| 17 | DFUVDIMENSIONAL ETF TRUST | 646,928 | $26M | 1.1% | TRIM −3% |
| 18 | DFIVDIMENSIONAL ETF TRUST | 669,875 | $24M | 1.0% | HOLD |
| 19 | AAPLAPPLE INC | 88,881 | $22M | 0.9% | ADD 6% |
| 20 | AVSUAMERICAN CENTY ETF TR | 319,392 | $21M | 0.9% | ADD 3% |
| 21 | VGSRMANAGER DIRECTED PORTFOLIOS | 2,050,284 | $21M | 0.9% | HOLD |
| 22 | SUBISHARES TR | 187,215 | $20M | 0.8% | HOLD |
| 23 | DFSIDIMENSIONAL ETF TRUST | 588,389 | $19M | 0.8% | ADD 4% |
| 24 | ACLCAMERICAN CENTY ETF TR | 261,334 | $18M | 0.8% | ADD 4% |
| 25 | DFISDIMENSIONAL ETF TRUST | 534,781 | $13M | 0.5% | TRIM −4% |
| 26 | AVREAMERICAN CENTY ETF TR | 301,308 | $13M | 0.5% | ADD 7% |
| 27 | FNDCSCHWAB STRATEGIC TR | 359,575 | $12M | 0.5% | HOLD |
| 28 | NVDANVIDIA CORPORATION | 86,689 | $12M | 0.5% | HOLD |
| 29 | IVVISHARES TR | 19,166 | $11M | 0.5% | TRIM −5% |
| 30 | AMZNAMAZON COM INC | 48,696 | $11M | 0.4% | TRIM −6% |
| 31 | VLUEISHARES TR | 99,937 | $11M | 0.4% | TRIM −4% |
| 32 | SLYVSPDR SERIES TRUST | 115,543 | $10M | 0.4% | HOLD |
| 33 | DFSEDIMENSIONAL ETF TRUST | 285,830 | $9M | 0.4% | ADD 5% |
| 34 | GSLCGOLDMAN SACHS ETF TR | 82,175 | $9M | 0.4% | HOLD |
| 35 | COSTCOSTCO WHSL CORP NEW | 8,510 | $8M | 0.3% | TRIM −3% |
| 36 | VVVANGUARD INDEX FDS | 28,520 | $8M | 0.3% | TRIM −5% |
| 37 | IJJISHARES TR | 53,843 | $7M | 0.3% | TRIM −5% |
| 38 | AVEMAMERICAN CENTY ETF TR | 105,910 | $6M | 0.3% | TRIM −24% |
| 39 | HYGISHARES TR | 74,882 | $6M | 0.2% | HOLD |
| 40 | IVLUISHARES TR | 195,406 | $5M | 0.2% | TRIM −5% |
| 41 | TSLATESLA INC | 13,106 | $5M | 0.2% | ADD 4% |
| 42 | VOVANGUARD INDEX FDS | 19,529 | $5M | 0.2% | TRIM −3% |
| 43 | ISCVISHARES TR | 80,256 | $5M | 0.2% | HOLD |
| 44 | SPDWSPDR INDEX SHS FDS | 135,739 | $5M | 0.2% | TRIM −7% |
| 45 | VOOVANGUARD INDEX FDS | 8,516 | $5M | 0.2% | HOLD |
| 46 | SCHXSCHWAB U.S. LARGE-CAP ETF | 182,759 | $4M | 0.2% | ADD 200% |
| 47 | SCZISHARES TR | 65,739 | $4M | 0.2% | TRIM −65% |
| 48 | AVSDAMERICAN CENTY ETF TR | 68,364 | $4M | 0.2% | HOLD |
| 49 | VTIVANGUARD INDEX FDS | 12,885 | $4M | 0.2% | ADD 3% |
| 50 | GOOGALPHABET INC | 18,958 | $4M | 0.2% | ADD 33% |
| 51 | SPYSTATE STR SPDR S&P 500 ETF T | 5,424 | $3M | 0.1% | ADD 3% |
| 52 | REETISHARES TR | 128,851 | $3M | 0.1% | HOLD |
| 53 | SPEMSPDR INDEX SHS FDS | 80,057 | $3M | 0.1% | TRIM −41% |
| 54 | BANRBANNER CORP | 45,153 | $3M | 0.1% | TRIM −10% |
| 55 | IWMISHARES TR | 13,279 | $3M | 0.1% | HOLD |
| 56 | QQQINVESCO QQQ TR | 5,432 | $3M | 0.1% | NEW |
| 57 | VGITVANGUARD SCOTTSDALE FDS | 46,354 | $3M | 0.1% | ADD 25% |
| 58 | IWFISHARES TR | 6,536 | $3M | 0.1% | TRIM −5% |
| 59 | BBINJ P MORGAN EXCHANGE TRADED F | 44,476 | $3M | 0.1% | ADD 14% |
| 60 | DFAXDIMENSIONAL ETF TRUST | 94,008 | $2M | 0.1% | ADD 4% |
| 61 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 84,210 | $2M | 0.1% | TRIM −5% |
| 62 | XJRISHARES TR | 49,932 | $2M | 0.1% | TRIM −3% |
| 63 | SCHVSCHWAB STRATEGIC TR | 76,437 | $2M | 0.1% | ADD 217% |
| 64 | VDEVANGUARD WORLD FD | 16,063 | $2M | 0.1% | NEW |
| 65 | GOOGLALPHABET INC | 9,958 | $2M | 0.1% | ADD 27% |
| 66 | METAMETA PLATFORMS INC | 2,999 | $2M | 0.1% | HOLD |
| 67 | VWOVANGUARD INTL EQUITY INDEX F | 35,596 | $2M | 0.1% | TRIM −2% |
| 68 | VTIPVANGUARD MALVERN FDS | 32,210 | $2M | 0.1% | ADD 26% |
| 69 | VTVVANGUARD INDEX FDS | 9,207 | $2M | 0.1% | ADD 7% |
| 70 | BSVVANGUARD BD INDEX FDS | 19,657 | $2M | 0.1% | ADD 4% |
| 71 | AVDEAMERICAN CENTY ETF TR | 22,297 | $1M | 0.1% | TRIM −58% |
| 72 | SBUXSTARBUCKS CORP | 14,913 | $1M | 0.1% | ADD 4% |
| 73 | DFUSDIMENSIONAL ETF TRUST | 20,903 | $1M | 0.1% | TRIM −8% |
| 74 | SHOPSHOPIFY INC | 12,260 | $1M | 0.1% | TRIM −26% |
| 75 | WMTWALMART INC | 14,248 | $1M | 0.1% | TRIM −18% |
| 76 | VEAVANGUARD TAX-MANAGED FDS | 26,723 | $1M | 0.1% | ADD 16% |
| 77 | VSSVANGUARD INTL EQUITY INDEX F | 10,921 | $1M | 0.1% | HOLD |
| 78 | GWWWW GRAINGER INC | 1,135 | $1M | 0.0% | HOLD |
| 79 | BIVVANGUARD BD INDEX FDS | 15,752 | $1M | 0.0% | HOLD |
| 80 | CMFISHARES TR | 20,378 | $1M | 0.0% | HOLD |
| 81 | PGPROCTER AND GAMBLE CO | 6,701 | $1M | 0.0% | TRIM −5% |
| 82 | AVDVAMERICAN CENTY ETF TR | 17,157 | $1M | 0.0% | TRIM −39% |
| 83 | AVGOBROADCOM INC | 4,648 | $1M | 0.0% | ADD 4% |
| 84 | XOMEXXON MOBIL CORP | 9,916 | $1M | 0.0% | ADD 2% |
| 85 | UFCSUNITED FIRE GROUP INC | 34,439 | $979,790 | 0.0% | HOLD |
| 86 | JNJJOHNSON & JOHNSON | 6,500 | $940,003 | 0.0% | ADD 4% |
| 87 | VMBSVANGUARD SCOTTSDALE FDS | 20,576 | $932,905 | 0.0% | TRIM −3% |
| 88 | VNQIVANGUARD INTL EQUITY INDEX F | 23,523 | $930,581 | 0.0% | TRIM −79% |
| 89 | DHRDANAHER CORP DEL | 3,906 | $897,643 | 0.0% | ADD 7% |
| 90 | HDHOME DEPOT INC | 2,272 | $883,654 | 0.0% | HOLD |
| 91 | MGCVanguard Mega Cap ETF | 4,071 | $865,739 | 0.0% | TRIM −11% |
| 92 | AVIVAMERICAN CENTY ETF TR | 16,672 | $865,265 | 0.0% | ADD 9% |
| 93 | VEUVANGUARD INTL EQUITY INDEX F | 14,969 | $859,389 | 0.0% | HOLD |
| 94 | IJHISHARES TR | 13,063 | $813,980 | 0.0% | HOLD |
| 95 | JPMJPMORGAN CHASE & CO | 3,382 | $810,739 | 0.0% | ADD 17% |
| 96 | MUBISHARES TR | 7,556 | $805,136 | 0.0% | ADD 212% |
| 97 | XSMOINVESCO EXCHANGE TRADED FD T | 12,089 | $799,204 | 0.0% | TRIM −6% |
| 98 | CGDVCAPITAL GROUP DIVIDEND VALUE | 22,349 | $788,026 | 0.0% | TRIM −6% |
| 99 | AUSFGLOBAL X FDS | 18,690 | $784,932 | 0.0% | TRIM −5% |
| 100 | VVISA INC | 2,444 | $772,513 | 0.0% | ADD 19% |
| 101 | IPORENAISSANCE CAP GREENWICH FD | 17,373 | $756,970 | 0.0% | TRIM −4% |
| 102 | IEFAISHARES TR | 10,187 | $715,943 | 0.0% | TRIM −15% |
| 103 | AVSEAMERICAN CENTY ETF TR | 14,011 | $706,573 | 0.0% | ADD 5% |
| 104 | REZIShares Residential Real Estate Capped ETF | 8,643 | $700,256 | 0.0% | TRIM −4% |
| 105 | ADPAUTOMATIC DATA PROCESSING IN | 2,342 | $689,065 | 0.0% | TRIM −26% |
| 106 | NFLXNETFLIX INC | 764 | $681,149 | 0.0% | ADD 3% |
| 107 | BRK.ABERKSHIRE HATHAWAY INC DEL | 1 | $680,920 | 0.0% | TRIM −50% |
| 108 | CVXCHEVRON CORP NEW | 4,696 | $680,098 | 0.0% | TRIM −4% |
| 109 | EFVISHARES TR | 12,870 | $675,307 | 0.0% | TRIM −85% |
| 110 | ACNACCENTURE PLC IRELAND | 1,919 | $675,054 | 0.0% | TRIM −13% |
| 111 | DFASDIMENSIONAL ETF TRUST | 10,309 | $670,922 | 0.0% | HOLD |
| 112 | ORCLORACLE CORP | 3,965 | $660,810 | 0.0% | ADD 17% |
| 113 | VUGVANGUARD INDEX FDS | 1,599 | $656,458 | 0.0% | ADD 86% |
| 114 | ITOTISHARES TR | 5,090 | $654,676 | 0.0% | TRIM −38% |
| 115 | AXPAMERICAN EXPRESS CO | 2,194 | $651,252 | 0.0% | HOLD |
| 116 | VSGXVANGUARD WORLD FD | 11,322 | $641,976 | 0.0% | HOLD |
| 117 | CLCOLGATE PALMOLIVE CO | 6,978 | $634,396 | 0.0% | HOLD |
| 118 | NKENIKE INC | 8,317 | $632,345 | 0.0% | ADD 6% |
| 119 | SCHBSCHWAB STRATEGIC TR | 27,738 | $629,653 | 0.0% | ADD 191% |
| 120 | ABBVABBVIE INC | 3,499 | $621,793 | 0.0% | ADD 6% |
| 121 | SCHFSCHWAB STRATEGIC TR | 33,560 | $620,853 | 0.0% | ADD 98% |
| 122 | LRGFISHARES TR | 10,046 | $606,277 | 0.0% | TRIM −6% |
| 123 | PCARPACCAR INC | 5,564 | $593,264 | 0.0% | TRIM −11% |
| 124 | VBVANGUARD INDEX FDS | 2,461 | $591,411 | 0.0% | HOLD |
| 125 | VIGVANGUARD SPECIALIZED FUNDS | 2,982 | $583,966 | 0.0% | HOLD |
| 126 | EEMSISHARES INC | 9,620 | $559,307 | 0.0% | HOLD |
| 127 | VNQVANGUARD INDEX FDS | 6,237 | $555,550 | 0.0% | ADD 5% |
| 128 | HDVISHARES TR | 4,944 | $555,014 | 0.0% | HOLD |
| 129 | MRKMERCK & CO INC | 5,262 | $527,449 | 0.0% | ADD 8% |
| 130 | ISRGINTUITIVE SURGICAL INC | 999 | $521,214 | 0.0% | HOLD |
| 131 | BABOEING CO | 2,877 | $509,179 | 0.0% | TRIM −43% |
| 132 | MCDMCDONALDS CORP | 1,706 | $494,553 | 0.0% | TRIM −2% |
| 133 | IJRISHARES TR | 4,275 | $492,560 | 0.0% | ADD 12% |
| 134 | ESGUISHARES TR | 3,671 | $472,895 | 0.0% | NEW |
| 135 | RSPINVESCO EXCHANGE TRADED FD T | 2,679 | $469,442 | 0.0% | HOLD |
| 136 | SMIGETF SER SOLUTIONS | 15,900 | $462,690 | 0.0% | NEW |
| 137 | AMGNAMGEN INC | 1,767 | $460,494 | 0.0% | HOLD |
| 138 | UNHUNITEDHEALTH GROUP INC | 888 | $449,340 | 0.0% | ADD 25% |
| 139 | MOATVANECK ETF TRUST | 4,748 | $440,259 | 0.0% | HOLD |
| 140 | ISHGISHARES TR | 6,517 | $439,051 | 0.0% | NEW |
| 141 | GEGE AEROSPACE | 2,592 | $432,730 | 0.0% | TRIM −24% |
| 142 | AOMISHARES TR | 9,883 | $429,318 | 0.0% | TRIM −12% |
| 143 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,165 | $428,973 | 0.0% | ADD 4% |
| 144 | VTVANGUARD INTL EQUITY INDEX F | 3,639 | $427,560 | 0.0% | HOLD |
| 145 | RELYREMITLY GLOBAL INC | 18,696 | $421,969 | 0.0% | NEW |
| 146 | PFEPFIZER INC | 15,779 | $418,624 | 0.0% | HOLD |
| 147 | VXFVANGUARD INDEX FDS | 2,173 | $412,821 | 0.0% | HOLD |
| 148 | AMDADVANCED MICRO DEVICES INC | 3,409 | $411,765 | 0.0% | NEW |
| 149 | SDGISHARES TR | 5,713 | $408,823 | 0.0% | HOLD |
| 150 | XVVISHARES TR | 8,768 | $397,185 | 0.0% | TRIM −2% |
| 151 | IBMINTERNATIONAL BUSINESS MACHS | 1,766 | $388,202 | 0.0% | ADD 4% |
| 152 | XSDSPDR SERIES TRUST | 1,547 | $384,463 | 0.0% | HOLD |
| 153 | WMWASTE MGMT INC DEL | 1,803 | $363,800 | 0.0% | ADD 33% |
| 154 | MMM3M CO | 2,767 | $357,147 | 0.0% | HOLD |
| 155 | KOCOCA COLA CO | 5,699 | $354,838 | 0.0% | ADD 12% |
| 156 | NYFISHARES TR | 6,531 | $347,580 | 0.0% | HOLD |
| 157 | USMVISHARES TR | 3,859 | $342,641 | 0.0% | HOLD |
| 158 | IEMGISHARES INC | 6,528 | $340,893 | 0.0% | ADD 37% |
| 159 | WTAIWISDOMTREE TR | 15,242 | $335,324 | 0.0% | ADD 12% |
| 160 | AVUSAMERICAN CENTY ETF TR | 3,455 | $334,930 | 0.0% | HOLD |
| 161 | XLUSELECT SECTOR SPDR TR | 4,374 | $331,072 | 0.0% | HOLD |
| 162 | AMATAPPLIED MATLS INC | 2,019 | $328,395 | 0.0% | ADD 46% |
| 163 | ESGDISHARES TR | 4,296 | $327,123 | 0.0% | NEW |
| 164 | SCHDSCHWAB STRATEGIC TR | 11,667 | $318,752 | 0.0% | ADD 133% |
| 165 | VYMVANGUARD WHITEHALL FDS | 2,488 | $317,444 | 0.0% | TRIM −15% |
| 166 | AVGVAMERICAN CENTY ETF TR | 5,153 | $314,245 | 0.0% | NEW |
| 167 | SPLVINVESCO EXCH TRADED FD TR II | 4,469 | $312,857 | 0.0% | TRIM −9% |
| 168 | DISDISNEY WALT CO | 2,738 | $306,017 | 0.0% | ADD 3% |
| 169 | AGGISHARES TR | 3,109 | $301,271 | 0.0% | TRIM −95% |
| 170 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 10,552 | $294,090 | 0.0% | ADD 300% |
| 171 | SOSOUTHERN CO | 3,468 | $285,486 | 0.0% | ADD 2% |
| 172 | IWDISHARES TR | 1,539 | $284,926 | 0.0% | ADD 5% |
| 173 | VZVERIZON COMMUNICATIONS INC | 7,111 | $284,372 | 0.0% | ADD 4% |
| 174 | LLYELI LILLY & CO | 366 | $282,771 | 0.0% | TRIM −62% |
| 175 | ADBEADOBE INC | 625 | $278,019 | 0.0% | ADD 15% |
| 176 | IAUISHARES GOLD TR | 5,539 | $274,236 | 0.0% | ADD 11% |
| 177 | CSCOCISCO SYS INC | 4,570 | $270,569 | 0.0% | NEW |
| 178 | MSIMOTOROLA SOLUTIONS INC | 575 | $266,023 | 0.0% | HOLD |
| 179 | SCHCSCHWAB STRATEGIC TR | 7,713 | $264,788 | 0.0% | HOLD |
| 180 | BACBANK AMERICA CORP | 6,003 | $263,826 | 0.0% | NEW |
| 181 | PEPPEPSICO INC | 1,721 | $262,862 | 0.0% | TRIM −11% |
| 182 | MDYSPDR S&P MIDCAP 400 ETF TR | 459 | $262,393 | 0.0% | TRIM −19% |
| 183 | IGOVISHARES TR | 6,633 | $254,840 | 0.0% | NEW |
| 184 | IQLTISHARES TR | 6,803 | $252,513 | 0.0% | HOLD |
| 185 | TXNTEXAS INSTRS INC | 1,335 | $250,400 | 0.0% | ADD 8% |
| 186 | HONHONEYWELL INTL INC | 1,102 | $248,931 | 0.0% | TRIM −7% |
| 187 | INTUINTUIT | 377 | $237,155 | 0.0% | NEW |
| 188 | VOOGVANGUARD ADMIRAL FDS INC | 645 | $235,985 | 0.0% | HOLD |
| 189 | BLKBLACKROCK INC | 229 | $234,564 | 0.0% | NEW |
| 190 | CPCANADIAN PACIFIC KANSAS CITY | 3,116 | $225,913 | 0.0% | HOLD |
| 191 | PSAPUBLIC STORAGE OPER CO | 740 | $221,586 | 0.0% | HOLD |
| 192 | TMOTHERMO FISHER SCIENTIFIC INC | 421 | $219,100 | 0.0% | NEW |
| 193 | NEENEXTERA ENERGY INC | 3,021 | $216,571 | 0.0% | ADD 3% |
| 194 | WFCWELLS FARGO CO NEW | 3,115 | $215,152 | 0.0% | NEW |
| 195 | LMTLOCKHEED MARTIN CORP | 442 | $214,786 | 0.0% | HOLD |
| 196 | ICLNISHARES TR | 18,777 | $213,681 | 0.0% | HOLD |
| 197 | INTCINTEL CORP | 10,608 | $212,691 | 0.0% | TRIM −8% |
| 198 | BMYBRISTOL-MYERS SQUIBB CO | 3,705 | $209,555 | 0.0% | NEW |
| 199 | TAT&T INC | 9,084 | $206,853 | 0.0% | HOLD |
| 200 | ROKROCKWELL AUTOMATION INC | 721 | $206,055 | 0.0% | NEW |
Where this firm's principals came from and which firms its alumni went on to found.