Grey Ledge Advisors, LLC

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CIK 1660694

13F portfolio (2026-Q1)

$443M

Positions

238

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. 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.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

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.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

238

Top 5

16.1%

Top 10

25.5%

Effective N

76.3

HHI

0.013

This quarter

13 new · 0 exit →

By sector

Unclassified57.0%

Information Technology11.7%

Industrials6.2%

Consumer Discretionary6.1%

Health Care5.5%

Financials4.6%

Communication Services3.2%

Materials2.6%

Other3.3%

By market cap

Unknown59.1%

Mega (>$200B)24.1%

Large ($10–200B)16.5%

Mid ($2–10B)0.2%

Small ($300M–2B)0.0%

By region

Other57.0%

North America41.1%

Asia-Pacific1.1%

Europe0.8%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	57.74%	104
Pharmaceuticals & Biotechnology	5.26%	14
Specialty Retail	4.68%	13
Technology Hardware & Equipment	4.67%	10
Semiconductors & Semiconductor Equipment	4.21%	9
Software & IT Services	3.28%	5
Machinery	2.59%	8
Aerospace & Defense	2.54%	4
Chemicals	2.32%	9
Insurance	2.02%	6
Software	1.98%	3
Oil, Gas & Consumable Fuels	1.78%	5
Banks	1.44%	9
Beverages	0.97%	3
Commercial Services & Supplies	0.86%	6
Hotels, Restaurants & Leisure	0.48%	2
Electrical Equipment & Components	0.47%	5
Distributors	0.45%	2
Utilities	0.36%	3
Automobiles & Components	0.34%	1
Road & Rail	0.32%	3
Paper & Forest Products	0.24%	2
Health Care Equipment & Supplies	0.22%	2
Capital Markets	0.17%	3
Household Durables	0.13%	1
Food Products	0.12%	1
Diversified Telecommunication Services	0.09%	1
Professional Services	0.08%	1
Entertainment	0.07%	1
Media & Entertainment	0.06%	1
Tobacco	0.05%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	5.08%
2	USFR	WISDOMTREE TR	Unclassified	3.07%
3	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	Unclassified	2.79%
4	AGGY	WISDOMTREE TR	Unclassified	2.60%
5	OSEA	HARBOR ETF TRUST	Unclassified	2.52%
6	FNDA	SCHWAB STRATEGIC TR	Unclassified	2.41%
7	AAPL	Apple Inc.	Information Technology	2.04%
8	EMXC	ISHARES INC	Unclassified	1.77%
9	FLOT	ISHARES TR	Unclassified	1.65%
10	DON	WISDOMTREE TR	Unclassified	1.63%

135/238 names classified · sector 43.0% of weight · industry 42.3% · mkt cap 40.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 38 quarters

Information TechnologyAAPL, MSFT, EMR, INTC, GE · other

IndustrialsMMM, CMI, HON, LMT, ROL · other

Health CareJNJ, MRK, NVS, SNY, AZN · other

MaterialsPG, CL, CHD, BHP, CLX · other

FinancialsBAC, JPM, MCY, AFL, HDB · other

Consumer DiscretionaryHD, MCD, AMZN, ROST, PAG · other

UtilitiesSO, HE, XEL, AEP, NEE · other

Communication ServicesVZ, T, GOOG, ORANY, GOOGL · other

EnergyXOM, CVX, BP, EQNR, ENB · other

Consumer StaplesMKC, PEP, CVS, PM, MO · other

Real EstateSPG, DLR, WELL, KIM, EQIX · other

UnclassifiedDNP, IVV, USFR, VCSH, ESGU · other

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: 43.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 40% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (120 classified)Grey Ledge Advisors, LLC centroid (Large Core)

Information TechnologyIndustrialsConsumer DiscretionaryHealth CareFinancialsCommunication ServicesMaterialsEnergyConsumer StaplesUtilities

Style box summary for Grey Ledge Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 14.2%, Large Core 11.2%, Large Value 7.9%.

Classified: 39.6% of book weight (120/238 names) · unclassified 60.4%: IVV, USFR, PYLD, AGGY, OSEA, FNDA, EMXC, FLOT, DON, SCHG +108 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 238 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	34,438	$22M	5.1%	HOLD
2	USFRWISDOMTREE TR	270,133	$14M	3.1%	HOLD
3	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	471,280	$12M	2.8%	ADD 23%
4	AGGYWISDOMTREE TR	264,850	$12M	2.6%	ADD 2%
5	OSEAHARBOR ETF TRUST	385,807	$11M	2.5%	TRIM −8%
6	FNDASCHWAB STRATEGIC TR	328,713	$11M	2.4%	HOLD
7	AAPLAPPLE INC	35,543	$9M	2.0%	HOLD
8	EMXCISHARES INC	99,703	$8M	1.8%	TRIM −3%
9	FLOTISHARES TR	143,506	$7M	1.7%	TRIM −23%
10	DONWISDOMTREE TR	137,789	$7M	1.6%	ADD 2%
11	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	241,225	$7M	1.6%	ADD 3%
12	JNJJOHNSON & JOHNSON	27,416	$7M	1.5%	HOLD
13	SCHFSCHWAB STRATEGIC TR	269,930	$7M	1.5%	ADD 66%
14	SPYSTATE STR SPDR S&P 500 ETF T	10,217	$7M	1.5%	HOLD
15	VTVVANGUARD INDEX FDS	33,542	$7M	1.5%	ADD 5%
16	VEAVANGUARD TAX-MANAGED FDS	96,512	$6M	1.4%	ADD 10%
17	MSFTMICROSOFT CORP	16,518	$6M	1.4%	ADD 5%
18	GOOGALPHABET INC	20,747	$6M	1.3%	TRIM −6%
19	IJHISHARES TR	87,218	$6M	1.3%	HOLD
20	DXJWISDOMTREE TR	36,424	$6M	1.3%	HOLD
21	AMDADVANCED MICRO DEVICES INC	27,470	$6M	1.3%	TRIM −6%
22	QQQINVESCO QQQ TR	9,317	$5M	1.2%	HOLD
23	IGSBISHARES TR	101,438	$5M	1.2%	ADD 6%
24	DGRWWISDOMTREE TR	60,023	$5M	1.2%	ADD 12%
25	GOOGLALPHABET INC	17,925	$5M	1.2%	TRIM −2%
26	NVDANVIDIA CORPORATION	27,570	$5M	1.1%	HOLD
27	AMGNAMGEN INC	12,848	$5M	1.0%	HOLD
28	EPIWISDOMTREE TR	107,774	$4M	1.0%	ADD 10%
29	JCPBJ P MORGAN EXCHANGE TRADED F	88,713	$4M	0.9%	ADD 7%
30	COSTCOSTCO WHSL CORP NEW	4,126	$4M	0.9%	HOLD
31	CIBRFIRST TR EXCHANGE-TRADED FD	63,068	$4M	0.9%	ADD 3%
32	MRKMERCK & CO INC	32,719	$4M	0.9%	HOLD
33	AFLAFLAC INC	34,951	$4M	0.9%	HOLD
34	PREFPRINCIPAL EXCHANGE TRADED FD	202,206	$4M	0.9%	TRIM −3%
35	JPMJPMORGAN CHASE & CO	12,685	$4M	0.8%	TRIM −3%
36	JPLDJ P MORGAN EXCHANGE TRADED F	70,483	$4M	0.8%	TRIM −39%
37	HDHOME DEPOT INC	10,954	$4M	0.8%	HOLD
38	CMICUMMINS INC	6,571	$4M	0.8%	TRIM −16%
39	CVXCHEVRON CORP NEW	17,007	$4M	0.8%	HOLD
40	GLDSPDR GOLD TR	8,133	$3M	0.8%	ADD 3%
41	BRK.BBERKSHIRE HATHAWAY INC DEL	7,104	$3M	0.8%	HOLD
42	XOMEXXON MOBIL CORP	19,966	$3M	0.8%	TRIM −2%
43	RTXRTX CORPORATION	17,544	$3M	0.8%	TRIM −3%
44	TJXTJX COS INC NEW	20,779	$3M	0.7%	TRIM −3%
45	FUTYFIDELITY COVINGTON TRUST	55,846	$3M	0.7%	HOLD
46	CSCOCISCO SYS INC	41,714	$3M	0.7%	HOLD
47	VMBSVANGUARD SCOTTSDALE FDS	67,886	$3M	0.7%	ADD 520%
48	SNASNAP ON INC	8,734	$3M	0.7%	HOLD
49	TSMTAIWAN SEMICONDUCTOR MFG LTD	9,345	$3M	0.7%	TRIM −15%
50	LMTLOCKHEED MARTIN CORP	5,090	$3M	0.7%	HOLD
51	VDCVANGUARD WORLD FD	13,275	$3M	0.7%	ADD 24%
52	IVEISHARES TR	13,914	$3M	0.7%	HOLD
53	IBMINTERNATIONAL BUSINESS MACHS	11,673	$3M	0.6%	HOLD
54	ULUNILEVER PLC	49,348	$3M	0.6%	HOLD
55	VGKVANGUARD INTL EQUITY INDEX F	33,849	$3M	0.6%	HOLD
56	DNPDNP SELECT INCOME FD INC	264,547	$3M	0.6%	HOLD
57	JPSTJ P MORGAN EXCHANGE TRADED F	51,756	$3M	0.6%	TRIM −18%
58	TRVTRAVELERS COMPANIES INC	8,975	$3M	0.6%	HOLD
59	AMZNAMAZON COM INC	11,808	$2M	0.6%	HOLD
60	GDGENERAL DYNAMICS CORP	7,063	$2M	0.5%	TRIM −4%
61	PEPPEPSICO INC	15,342	$2M	0.5%	HOLD
62	ORLYOREILLY AUTOMOTIVE INC	25,805	$2M	0.5%	HOLD
63	HONHONEYWELL INTL INC	10,537	$2M	0.5%	HOLD
64	IWOISHARES TR	7,402	$2M	0.5%	ADD 7%
65	AGGISHARES TR	22,285	$2M	0.5%	ADD 9%
66	ITOTISHARES TR	14,551	$2M	0.5%	HOLD
67	PGPROCTER AND GAMBLE CO	13,832	$2M	0.5%	HOLD
68	AMATAPPLIED MATLS INC	5,668	$2M	0.4%	TRIM −10%
69	IJRISHARES TR	15,310	$2M	0.4%	HOLD
70	PFFISHARES TR	62,594	$2M	0.4%	TRIM −7%
71	METAMETA PLATFORMS INC	3,315	$2M	0.4%	ADD 10%
72	ORCLORACLE CORP	12,877	$2M	0.4%	HOLD
73	IJKISHARES TR	18,444	$2M	0.4%	HOLD
74	FLTBFIDELITY MERRIMACK STR TR	36,334	$2M	0.4%	HOLD
75	ESGUISHARES TR	12,884	$2M	0.4%	TRIM −4%
76	KVUEKENVUE INC	104,863	$2M	0.4%	TRIM −6%
77	MCDMCDONALDS CORP	5,706	$2M	0.4%	ADD 5%
78	DELLDELL TECHNOLOGIES INC	10,801	$2M	0.4%	ADD 47%
79	IVWISHARES TR	15,464	$2M	0.4%	HOLD
80	DGROISHARES CORE DIVIDEND GROWTH ETF	23,692	$2M	0.4%	HOLD
81	ROPROPER TECHNOLOGIES INC	4,584	$2M	0.4%	ADD 24%
82	APHAMPHENOL CORP	12,620	$2M	0.4%	TRIM −5%
83	TMTOYOTA MOTOR CORP	7,389	$2M	0.3%	HOLD
84	ABTABBOTT LABS	14,522	$1M	0.3%	TRIM −12%
85	APDAIR PRODS & CHEMS INC	4,731	$1M	0.3%	HOLD
86	ROLROLLINS INC	25,546	$1M	0.3%	HOLD
87	GPCGENUINE PARTS CO	12,827	$1M	0.3%	ADD 4%
88	KOCOCA COLA CO	17,192	$1M	0.3%	HOLD
89	SHWSHERWIN WILLIAMS CO	3,978	$1M	0.3%	ADD 4%
90	CBCHUBB LIMITED	3,907	$1M	0.3%	HOLD
91	ZTSZOETIS INC	10,741	$1M	0.3%	ADD 5%
92	VBKVANGUARD INDEX FDS	4,117	$1M	0.3%	HOLD
93	SWKSTANLEY BLACK & DECKER INC	16,302	$1M	0.3%	ADD 64%
94	IAUISHARES GOLD TR	12,823	$1M	0.3%	HOLD
95	ADPAUTOMATIC DATA PROCESSING IN	5,539	$1M	0.3%	ADD 11%
96	LLYELI LILLY & CO	1,223	$1M	0.3%	HOLD
97	VOOVANGUARD INDEX FDS	1,848	$1M	0.2%	HOLD
98	IGIBISHARES TR	20,650	$1M	0.2%	HOLD
99	ITWILLINOIS TOOL WKS INC	4,128	$1M	0.2%	HOLD
100	PFFDGLOBAL X FDS	58,360	$1M	0.2%	TRIM −21%
101	DEDEERE & CO	1,887	$1M	0.2%	TRIM −15%
102	TSCOTRACTOR SUPPLY CO	23,387	$1M	0.2%	HOLD
103	VIGVANGUARD SPECIALIZED FUNDS	4,831	$1M	0.2%	HOLD
104	ABBVABBVIE INC	4,455	$968,879	0.2%	HOLD
105	SPMDSPDR SERIES TRUST	16,052	$950,572	0.2%	ADD 6%
106	AAAUGOLDMAN SACHS PHYSICAL GOLD	20,439	$944,077	0.2%	HOLD
107	CATCATERPILLAR INC	1,330	$942,580	0.2%	TRIM −16%
108	TFLOISHARES TR	18,205	$921,734	0.2%	HOLD
109	NVONOVO-NORDISK A S	24,599	$904,017	0.2%	HOLD
110	PFEPFIZER INC	30,157	$846,820	0.2%	TRIM −15%
111	ACNACCENTURE PLC IRELAND	4,231	$839,027	0.2%	HOLD
112	EMREMERSON ELEC CO	6,316	$827,514	0.2%	HOLD
113	KMBKIMBERLY-CLARK CORP	8,491	$819,122	0.2%	ADD 3%
114	SOSOUTHERN CO	8,191	$790,563	0.2%	HOLD
115	CHDCHURCH & DWIGHT CO INC	8,267	$771,450	0.2%	ADD 3%
116	MRNAMODERNA INC	15,140	$769,112	0.2%	HOLD
117	PLTRPALANTIR TECHNOLOGIES INC	5,186	$758,608	0.2%	TRIM −14%
118	VBILVANGUARD INSTL INDEX FD	9,965	$753,852	0.2%	HOLD
119	SCHVSCHWAB STRATEGIC TR	24,301	$741,183	0.2%	HOLD
120	ROSTROSS STORES INC	3,248	$703,702	0.2%	TRIM −2%
121	WMTWALMART INC	5,563	$691,352	0.2%	ADD 2%
122	DECKDECKERS OUTDOOR CORP	6,775	$678,110	0.2%	ADD 4%
123	INDAISHARES TR	14,162	$663,348	0.1%	TRIM −10%
124	MAMASTERCARD INCORPORATED	1,306	$652,556	0.1%	HOLD
125	GWWWW GRAINGER INC	591	$645,117	0.1%	TRIM −7%
126	MDYSPDR S&P MIDCAP 400 ETF TR	1,035	$638,410	0.1%	HOLD
127	UPSUNITED PARCEL SERVICE INC	6,465	$636,056	0.1%	HOLD
128	VOVANGUARD INDEX FDS	2,126	$610,462	0.1%	ADD 2%
129	AOSSMITH A O CORP	9,043	$596,328	0.1%	HOLD
130	ICSHISHARES TR	11,780	$596,304	0.1%	HOLD
131	KDPKEURIG DR PEPPER INC	22,290	$586,896	0.1%	NEW
132	BBINJ P MORGAN EXCHANGE TRADED F	7,800	$570,336	0.1%	HOLD
133	MKCMCCORMICK & CO INC	10,887	$549,132	0.1%	ADD 6%
134	SYKSTRYKER CORPORATION	1,670	$548,853	0.1%	ADD 104%
135	EWAISHARES INC	18,444	$512,005	0.1%	HOLD
136	AMEAMETEK INC	2,364	$506,747	0.1%	HOLD
137	SCHXSCHWAB U.S. LARGE-CAP ETF	19,683	$504,681	0.1%	TRIM −5%
138	MDYGSPDR SERIES TRUST	5,173	$496,401	0.1%	TRIM −4%
139	DHRDANAHER CORP DEL	2,602	$493,349	0.1%	HOLD
140	GNRCGENERAC HLDGS INC	2,520	$492,232	0.1%	HOLD
141	HIGHARTFORD INSURANCE GROUP INC	3,625	$490,209	0.1%	TRIM −6%
142	TXNTEXAS INSTRS INC	2,525	$490,208	0.1%	HOLD
143	DUKDUKE ENERGY CORP NEW	3,689	$483,038	0.1%	HOLD
144	CCITIGROUP INC	4,116	$466,818	0.1%	HOLD
145	ADIANALOG DEVICES INC	1,461	$464,803	0.1%	HOLD
146	TMOTHERMO FISHER SCIENTIFIC INC	942	$463,195	0.1%	HOLD
147	SLVISHARES SILVER TR	6,680	$455,175	0.1%	TRIM −24%
148	CNICANADIAN NATL RY CO	4,385	$450,660	0.1%	HOLD
149	TDTORONTO DOMINION BK ONT	4,783	$446,286	0.1%	TRIM −5%
150	BDXBECTON DICKINSON & CO	2,800	$440,279	0.1%	ADD 21%
151	DFUSDIMENSIONAL ETF TRUST	6,153	$436,309	0.1%	TRIM −3%
152	SNPEDBX ETF TR	7,308	$435,205	0.1%	HOLD
153	BACBANK AMERICA CORP	8,761	$427,081	0.1%	TRIM −3%
154	TTTRANE TECHNOLOGIES PLC	1,016	$423,507	0.1%	HOLD
155	SCHESCHWAB STRATEGIC TR	12,733	$419,552	0.1%	HOLD
156	XLUSELECT SECTOR SPDR TR	9,010	$413,469	0.1%	HOLD
157	QUALISHARES TR	2,097	$402,226	0.1%	ADD 10%
158	FASTFASTENAL CO	8,660	$401,830	0.1%	HOLD
159	UNHUNITEDHEALTH GROUP INC	1,463	$395,900	0.1%	ADD 5%
160	NVSNOVARTIS AG	2,576	$393,548	0.1%	HOLD
161	VVISA INC	1,293	$390,940	0.1%	HOLD
162	ZSZSCALER INC	2,785	$390,708	0.1%	ADD 40%
163	COPCONOCOPHILLIPS	2,938	$387,816	0.1%	ADD 34%
164	TAT&T INC	13,011	$377,178	0.1%	HOLD
165	PAYXPAYCHEX INC	3,959	$364,703	0.1%	ADD 13%
166	SBUXSTARBUCKS CORP	4,011	$359,367	0.1%	HOLD
167	COINCOINBASE GLOBAL INC	2,004	$349,918	0.1%	ADD 99%
168	MCOMOODYS CORP	794	$346,383	0.1%	HOLD
169	NKENIKE INC	6,504	$343,557	0.1%	TRIM −3%
170	VBVANGUARD INDEX FDS	1,299	$340,327	0.1%	HOLD
171	VGTVANGUARD WORLD FD	488	$340,274	0.1%	TRIM −4%
172	IGLBISHARES TR	6,721	$333,548	0.1%	HOLD
173	GSGOLDMAN SACHS GROUP INC	393	$332,643	0.1%	HOLD
174	FSTAFIDELITY COVINGTON TRUST	6,318	$330,595	0.1%	HOLD
175	BPBP PLC	6,998	$328,906	0.1%	HOLD
176	DFUVDIMENSIONAL ETF TRUST	6,646	$322,065	0.1%	HOLD
177	NEENEXTERA ENERGY INC	3,457	$321,086	0.1%	HOLD
178	UNPUNION PAC CORP	1,323	$320,869	0.1%	TRIM −23%
179	AIGAMERICAN INTL GROUP INC	4,230	$318,308	0.1%	NEW
180	IOOIShares S&P Global 100 Index ETF	2,569	$310,730	0.1%	HOLD
181	AVGOBROADCOM INC	1,004	$310,624	0.1%	HOLD
182	ARMPARMATA PHARMACEUTICALS INC	30,000	$307,200	0.1%	HOLD
183	DISDISNEY WALT CO	3,178	$306,296	0.1%	HOLD
184	PANWPALO ALTO NETWORKS INC	1,899	$304,448	0.1%	ADD 34%
185	CARRCARRIER GLOBAL CORPORATION	5,222	$294,067	0.1%	ADD 7%
186	INTCINTEL CORP	6,565	$289,713	0.1%	ADD 5%
187	IWRISHARES TR	2,975	$289,259	0.1%	HOLD
188	IEFAISHARES TR	3,183	$288,172	0.1%	ADD 5%
189	GEGE AEROSPACE	1,004	$284,911	0.1%	HOLD
190	IWFISHARES TR	661	$281,827	0.1%	TRIM −9%
191	OTISOTIS WORLDWIDE CORP	3,597	$277,288	0.1%	HOLD
192	NFLXNETFLIX INC	2,850	$274,028	0.1%	HOLD
193	SCHZSCHWAB STRATEGIC TR	11,694	$271,539	0.1%	HOLD
194	VLOVALERO ENERGY CORP	1,082	$267,341	0.1%	TRIM −13%
195	FELVFIDELITY COVINGTON TRUST	7,540	$263,207	0.1%	HOLD
196	AXPAMERICAN EXPRESS CO	868	$262,492	0.1%	HOLD
197	TIPISHARES TR	2,370	$261,553	0.1%	TRIM −2%
198	HDBHDFC BANK LTD	10,435	$259,623	0.1%	TRIM −10%
199	CLCOLGATE PALMOLIVE CO	2,966	$252,810	0.1%	TRIM −6%
200	TREXTREX CO INC	6,925	$252,209	0.1%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

36K

32K

31K

33K

34K

$22M

USFRWISDOMTREE TR

268K

247K

249K

320K

272K

270K

$14M

PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

54K

191K

260K

291K

383K

471K

$12M

AGGYWISDOMTREE TR

206K

207K

211K

227K

258K

265K

$12M

OSEAHARBOR ETF TRUST

89K

325K

371K

539K

418K

386K

$11M

FNDASCHWAB STRATEGIC TR

226K

288K

310K

318K

332K

329K

$11M

AAPLAPPLE INC

46K

47K

45K

44K

36K

$9M

EMXCISHARES INC

104K

101K

98K

101K

102K

100K

$8M

FLOTISHARES TR

151K

143K

145K

173K

186K

144K

$7M

DONWISDOMTREE TR

110K

123K

127K

135K

138K

$7M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

243K

226K

208K

232K

235K

241K

$7M

JNJJOHNSON & JOHNSON

31K

29K

28K

27K

$7M

SCHFSCHWAB STRATEGIC TR

582K

147K

139K

156K

163K