CIK 1696260
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q1. 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 | 74.11% | 288 |
| Semiconductors & Semiconductor Equipment | 4.31% | 12 |
| Technology Hardware & Equipment | 2.63% | 12 |
| Software | 2.54% | 10 |
| Specialty Retail | 2.53% | 8 |
| Pharmaceuticals & Biotechnology | 1.56% | 15 |
| Banks | 1.17% | 22 |
| Software & IT Services | 1.04% | 5 |
| Commercial Services & Supplies | 1.04% | 9 |
| Utilities | 0.90% | 15 |
| Capital Markets | 0.78% | 10 |
| Oil, Gas & Consumable Fuels | 0.72% | 12 |
| Media & Entertainment | 0.64% | 2 |
| Aerospace & Defense | 0.58% | 7 |
| Insurance | 0.56% | 8 |
| Metals & Mining | 0.48% | 4 |
| Automobiles & Components | 0.43% | 2 |
| Health Care Equipment & Supplies | 0.42% | 6 |
| Tobacco | 0.41% | 3 |
| Machinery | 0.40% | 7 |
| Diversified Telecommunication Services | 0.36% | 2 |
| Beverages | 0.31% | 2 |
| Chemicals | 0.31% | 5 |
| Distributors | 0.27% | 2 |
| Hotels, Restaurants & Leisure | 0.27% | 3 |
| Electrical Equipment & Components | 0.23% | 4 |
| Road & Rail | 0.17% | 2 |
| Entertainment | 0.17% | 1 |
| Paper & Forest Products | 0.16% | 2 |
| Equity Real Estate Investment Trusts (REITs) | 0.12% | 5 |
| Food Products | 0.11% | 4 |
| Marine | 0.09% | 3 |
| Communications Equipment | 0.05% | 2 |
| Textiles, Apparel & Luxury Goods | 0.04% | 2 |
| Professional Services | 0.03% | 1 |
| Agricultural Products | 0.02% | 1 |
| Airlines | 0.01% | 1 |
| Real Estate Management & Development | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | Unclassified | 7.49% |
| 2 | SPAB | SPDR SERIES TRUST | Unclassified | 4.55% |
| 3 | SPYV | SPDR SERIES TRUST | Unclassified | 4.20% |
| 4 | NVDA | NVIDIA CORP | Information Technology | 3.69% |
| 5 | SPYG | SPDR SERIES TRUST STATE STREET SPD | Unclassified | 2.89% |
| 6 | SPMD | SPDR SERIES TRUST | Unclassified | 2.75% |
| 7 | IVV | ISHARES TR | Unclassified | 2.12% |
| 8 | AAPL | Apple Inc. | Information Technology | 2.03% |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | Unclassified | 1.96% |
| 10 | MSFT | MICROSOFT CORP | Information Technology | 1.75% |
214/500 names classified · sector 26.3% of weight · industry 25.9% · mkt cap 25.9%; 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: 26.3% of the book is sector-classified (unclassified names shown, never dropped).
Only 25% of book weight classified — the grid is NOT representative of the whole book.
Classified: 24.8% of book weight (179/494 names) · unclassified 75.2%: SPYM, SPAB, SPYV, SPYG, SPMD, IVV, BUFR, SPSM, SPDW, SDVY +305 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 | SPYMSPDR SERIES TRUST | 1,649,753 | $120M | 7.5% | ADD 10% |
| 2 | SPABSPDR SERIES TRUST | 2,841,986 | $73M | 4.5% | ADD 2% |
| 3 | SPYVSPDR SERIES TRUST | 1,284,416 | $67M | 4.2% | TRIM −3% |
| 4 | NVDANVIDIA CORPORATION | 373,635 | $59M | 3.7% | HOLD |
| 5 | SPYGSPDR SERIES TRUST STATE STREET SPD | 485,371 | $46M | 2.9% | HOLD |
| 6 | SPMDSPDR SERIES TRUST | 810,600 | $44M | 2.8% | ADD 9% |
| 7 | IVVISHARES TR | 54,659 | $34M | 2.1% | ADD 6% |
| 8 | AAPLAPPLE INC | 158,581 | $33M | 2.0% | HOLD |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 984,991 | $31M | 2.0% | HOLD |
| 10 | MSFTMICROSOFT CORP | 56,312 | $28M | 1.8% | HOLD |
| 11 | SPSMSPDR SERIES TRUST | 619,262 | $26M | 1.6% | ADD 6% |
| 12 | SPDWSPDR INDEX SHS FDS | 647,189 | $26M | 1.6% | ADD 8% |
| 13 | SDVYFIRST TR EXCHANGE TRADED FD | 721,425 | $25M | 1.6% | ADD 20% |
| 14 | AMZNAMAZON COM INC | 91,193 | $20M | 1.3% | ADD 5% |
| 15 | SJNKSPDR SERIES TRUST | 780,200 | $20M | 1.2% | ADD 10% |
| 16 | SPBOSPDR SERIES TRUST | 664,234 | $19M | 1.2% | ADD 12% |
| 17 | BUFQFIRST TR EXCHNG TRADED FD VI | 561,752 | $19M | 1.2% | HOLD |
| 18 | XBILRBB FD INC | 365,523 | $18M | 1.1% | ADD 10% |
| 19 | RDVYFIRST TR EXCHANGE TRADED FD | 290,787 | $18M | 1.1% | ADD 6% |
| 20 | XMHQINVESCO EXCHANGE TRADED FD T | 181,662 | $18M | 1.1% | ADD 7% |
| 21 | QQEWFirst Trust NASDAQ-100 Equal Wtd ETF | 129,137 | $18M | 1.1% | ADD 3% |
| 22 | JAAAJANUS DETROIT STR TR | 334,262 | $17M | 1.1% | ADD 13% |
| 23 | VOOVANGUARD INDEX FDS | 22,157 | $13M | 0.8% | TRIM −2% |
| 24 | VTIVANGUARD INDEX FDS | 40,855 | $12M | 0.8% | ADD 34% |
| 25 | GTOINVESCO ACTIVELY MANAGED EXC | 260,620 | $12M | 0.8% | ADD 16% |
| 26 | SPYSTATE STR SPDR S&P 500 ETF T | 19,646 | $12M | 0.8% | TRIM −8% |
| 27 | CGDVCAPITAL GROUP DIVIDEND VALUE | 302,592 | $12M | 0.7% | TRIM −9% |
| 28 | SPTSSPDR SERIES TRUST | 388,516 | $11M | 0.7% | ADD 2% |
| 29 | SPEMSPDR INDEX SHS FDS | 263,116 | $11M | 0.7% | ADD 15% |
| 30 | SPSBSPDR SERIES TRUST | 359,784 | $11M | 0.7% | ADD 2% |
| 31 | PFFISHARES TR | 343,813 | $11M | 0.7% | ADD 11% |
| 32 | JPSTJ P MORGAN EXCHANGE TRADED F | 198,982 | $10M | 0.6% | HOLD |
| 33 | ABBVABBVIE INC | 54,302 | $10M | 0.6% | HOLD |
| 34 | NFLXNETFLIX INC | 7,451 | $10M | 0.6% | ADD 27% |
| 35 | CIBRFIRST TR EXCHANGE-TRADED FD | 130,049 | $10M | 0.6% | ADD 77% |
| 36 | COSTCOSTCO WHSL CORP NEW | 9,519 | $9M | 0.6% | ADD 6% |
| 37 | UCONFIRST TR EXCHNG TRADED FD VI | 364,676 | $9M | 0.6% | ADD 11% |
| 38 | FEZSPDR INDEX SHS FDS | 151,398 | $9M | 0.6% | ADD 6% |
| 39 | METAMETA PLATFORMS INC | 11,951 | $9M | 0.6% | HOLD |
| 40 | QQQINVESCO QQQ TR | 15,967 | $9M | 0.6% | ADD 4% |
| 41 | JGROJPMorgan Active Growth ETF | 99,003 | $9M | 0.5% | ADD 13% |
| 42 | GLDSPDR GOLD TR | 27,885 | $9M | 0.5% | ADD 50% |
| 43 | SPTISPDR SERIES TRUST | 289,839 | $8M | 0.5% | ADD 33% |
| 44 | LRGCAB ACTIVE ETFS INC | 115,012 | $8M | 0.5% | ADD 2% |
| 45 | VIGVANGUARD SPECIALIZED FUNDS | 37,482 | $8M | 0.5% | HOLD |
| 46 | DGRWWISDOMTREE TR | 89,184 | $7M | 0.5% | HOLD |
| 47 | MAMASTERCARD INCORPORATED | 13,267 | $7M | 0.5% | HOLD |
| 48 | QGROAmerican Century U.S. Quality Growth - ETF | 68,148 | $7M | 0.5% | ADD 2584% |
| 49 | RDVIFT Vest. Ris. Div. Ach. Trg. Inc. ETF | 296,484 | $7M | 0.5% | ADD 12% |
| 50 | USMVISHARES TR | 75,807 | $7M | 0.4% | ADD 834% |
| 51 | FTGSFIRST TR EXCHANGE-TRADED FD | 207,815 | $7M | 0.4% | ADD 11% |
| 52 | FICSFIRST TR EXCHANGE TRADED FD | 178,545 | $7M | 0.4% | ADD 10% |
| 53 | EMCBWISDOMTREE TR | 101,487 | $7M | 0.4% | ADD 15% |
| 54 | HWMHOWMET AEROSPACE INC | 35,498 | $7M | 0.4% | ADD 3% |
| 55 | TSLATESLA INC | 19,856 | $6M | 0.4% | TRIM −4% |
| 56 | BRK.BBERKSHIRE HATHAWAY INC DEL | 12,817 | $6M | 0.4% | ADD 2% |
| 57 | DYNFBLACKROCK ETF TRUST | 110,266 | $6M | 0.4% | ADD 5% |
| 58 | DGROISHARES CORE DIVIDEND GROWTH ETF | 93,346 | $6M | 0.4% | ADD 8% |
| 59 | AVUSAMERICAN CENTY ETF TR | 58,662 | $6M | 0.4% | ADD 8% |
| 60 | WMTWALMART INC | 59,655 | $6M | 0.4% | HOLD |
| 61 | CGGRCAPITAL GROUP GROWTH ETF | 138,993 | $6M | 0.4% | TRIM −18% |
| 62 | PWVINVESCO EXCHANGE TRADED FD T | 85,573 | $5M | 0.3% | ADD 11% |
| 63 | SPIBSPDR SERIES TRUST | 156,554 | $5M | 0.3% | ADD 23% |
| 64 | JPMJPMORGAN CHASE & CO | 18,075 | $5M | 0.3% | HOLD |
| 65 | BIVVANGUARD BD INDEX FDS | 67,651 | $5M | 0.3% | TRIM −8% |
| 66 | CLSETRUST FOR PROFESSIONAL MANAG | 219,735 | $5M | 0.3% | ADD 11% |
| 67 | FVFIRST TR EXCHANGE TRADED FD | 84,713 | $5M | 0.3% | TRIM −12% |
| 68 | XOMEXXON MOBIL CORP | 46,168 | $5M | 0.3% | HOLD |
| 69 | MOALTRIA GROUP INC | 83,962 | $5M | 0.3% | HOLD |
| 70 | XYLDGLOBAL X FDS | 125,197 | $5M | 0.3% | ADD 3% |
| 71 | AVGOBROADCOM INC | 17,644 | $5M | 0.3% | ADD 4% |
| 72 | GOOGLALPHABET INC | 27,216 | $5M | 0.3% | ADD 11% |
| 73 | DHSWISDOMTREE TR | 49,409 | $5M | 0.3% | HOLD |
| 74 | SPMBSPDR SER TR | 210,147 | $5M | 0.3% | ADD 11% |
| 75 | SPTMSPDR SERIES TRUST | 59,621 | $4M | 0.3% | ADD 6% |
| 76 | COINCOINBASE GLOBAL INC | 12,300 | $4M | 0.3% | NEW |
| 77 | JEPQJ P MORGAN EXCHANGE TRADED F | 78,966 | $4M | 0.3% | ADD 29% |
| 78 | VTVVANGUARD INDEX FDS | 23,675 | $4M | 0.3% | TRIM −4% |
| 79 | ISRGINTUITIVE SURGICAL INC | 7,689 | $4M | 0.3% | ADD 9% |
| 80 | IJRISHARES TR | 37,761 | $4M | 0.3% | TRIM −33% |
| 81 | FTCSFIRST TR EXCHANGE-TRADED FD | 45,009 | $4M | 0.3% | TRIM −6% |
| 82 | KOCOCA COLA CO | 57,053 | $4M | 0.3% | HOLD |
| 83 | CAHCARDINAL HEALTH INC | 23,299 | $4M | 0.2% | ADD 1185% |
| 84 | CEGCONSTELLATION ENERGY CORP | 12,032 | $4M | 0.2% | HOLD |
| 85 | AIRRFirst Trust RBA Amern Indl Renaissance ETF | 47,645 | $4M | 0.2% | ADD 28% |
| 86 | SCHDSCHWAB STRATEGIC TR | 144,177 | $4M | 0.2% | ADD 3% |
| 87 | SKYYFIRST TR EXCHANGE-TRADED FD | 30,052 | $4M | 0.2% | ADD 27% |
| 88 | GLXYGALAXY DIGITAL INC. | 164,728 | $4M | 0.2% | NEW |
| 89 | FDLFirst Trust Morningstar Div Leaders ETF | 85,001 | $4M | 0.2% | ADD 25% |
| 90 | ABTABBOTT LABS | 25,658 | $3M | 0.2% | HOLD |
| 91 | KNGFIRST TR EXCHANGE-TRADED FD | 70,114 | $3M | 0.2% | TRIM −13% |
| 92 | AVIGAMERICAN CENTY ETF TR | 78,419 | $3M | 0.2% | HOLD |
| 93 | AFLAFLAC INC | 30,329 | $3M | 0.2% | HOLD |
| 94 | XLKSELECT SECTOR SPDR TR | 12,430 | $3M | 0.2% | ADD 9% |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 22,917 | $3M | 0.2% | ADD 5% |
| 96 | JNJJOHNSON & JOHNSON | 20,433 | $3M | 0.2% | HOLD |
| 97 | AVUVAMERICAN CENTY ETF TR | 34,027 | $3M | 0.2% | ADD 3% |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 10,507 | $3M | 0.2% | ADD 10% |
| 99 | SHVISHARES TR | 27,967 | $3M | 0.2% | HOLD |
| 100 | KBWBINVESCO EXCH TRADED FD TR II | 42,435 | $3M | 0.2% | TRIM −32% |
| 101 | RGLDROYAL GOLD INC | 16,782 | $3M | 0.2% | NEW |
| 102 | TAT&T INC | 103,073 | $3M | 0.2% | HOLD |
| 103 | TCAFT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | 83,999 | $3M | 0.2% | TRIM −5% |
| 104 | JPMEJ P MORGAN EXCHANGE TRADED F | 27,463 | $3M | 0.2% | ADD 3% |
| 105 | PGPROCTER AND GAMBLE CO | 17,822 | $3M | 0.2% | HOLD |
| 106 | VZVERIZON COMMUNICATIONS INC | 64,849 | $3M | 0.2% | HOLD |
| 107 | KOMPSPDR SERIES TRUST | 50,838 | $3M | 0.2% | HOLD |
| 108 | PANWPALO ALTO NETWORKS INC | 13,340 | $3M | 0.2% | HOLD |
| 109 | DISDISNEY WALT CO | 21,708 | $3M | 0.2% | TRIM −3% |
| 110 | QYLDGLOBAL X FDS | 160,095 | $3M | 0.2% | ADD 32% |
| 111 | OEFISHARES TR | 8,758 | $3M | 0.2% | NEW |
| 112 | MCDMCDONALDS CORP | 9,083 | $3M | 0.2% | TRIM −28% |
| 113 | MGKVanguard Mega Cap Growth ETF | 7,005 | $3M | 0.2% | HOLD |
| 114 | BAIBLACKROCK ETF TRUST | 88,786 | $3M | 0.2% | NEW |
| 115 | FPXFIRST TR EXCHANGE-TRADED FD | 17,642 | $3M | 0.2% | TRIM −22% |
| 116 | VUGVANGUARD INDEX FDS | 5,746 | $3M | 0.2% | TRIM −2% |
| 117 | VVISA INC | 7,057 | $3M | 0.2% | TRIM −8% |
| 118 | IJHISHARES TR | 40,081 | $2M | 0.2% | HOLD |
| 119 | CATCATERPILLAR INC | 6,323 | $2M | 0.2% | HOLD |
| 120 | UTGREAVES UTIL INCOME FD | 67,552 | $2M | 0.2% | HOLD |
| 121 | JPEFJPMorgan Equity Focus - ETF | 34,844 | $2M | 0.2% | TRIM −27% |
| 122 | VGTVANGUARD WORLD FD | 3,638 | $2M | 0.2% | ADD 4% |
| 123 | DUHPDIMENSIONAL ETF TRUST | 67,741 | $2M | 0.2% | ADD 2% |
| 124 | HDHOME DEPOT INC | 6,520 | $2M | 0.1% | ADD 13% |
| 125 | SHOPSHOPIFY INC | 20,594 | $2M | 0.1% | HOLD |
| 126 | PKGPACKAGING CORP AMER | 12,539 | $2M | 0.1% | HOLD |
| 127 | ORCLORACLE CORP | 10,744 | $2M | 0.1% | ADD 3% |
| 128 | CRMSALESFORCE INC | 8,552 | $2M | 0.1% | TRIM −7% |
| 129 | UPSUNITED PARCEL SERVICE INC | 22,167 | $2M | 0.1% | TRIM −45% |
| 130 | NOCNORTHROP GRUMMAN CORP | 4,465 | $2M | 0.1% | HOLD |
| 131 | LLYELI LILLY & CO | 2,818 | $2M | 0.1% | ADD 6% |
| 132 | BILSPDR SERIES TRUST | 23,775 | $2M | 0.1% | ADD 15% |
| 133 | JHMMJOHN HANCOCK EXCHANGE TRADED | 35,267 | $2M | 0.1% | TRIM −25% |
| 134 | SPMOInvesco ETF Trust II - S&P500 Momentum ETF | 19,064 | $2M | 0.1% | ADD 126% |
| 135 | LHXL3HARRIS TECHNOLOGIES INC | 8,547 | $2M | 0.1% | TRIM −4% |
| 136 | DUKDUKE ENERGY CORP NEW | 18,139 | $2M | 0.1% | TRIM −3% |
| 137 | MSTRSTRATEGY INC | 5,216 | $2M | 0.1% | TRIM −16% |
| 138 | MINTPIMCO ETF TR | 20,686 | $2M | 0.1% | ADD 11% |
| 139 | XLUSELECT SECTOR SPDR TR | 25,142 | $2M | 0.1% | ADD 17% |
| 140 | GEGE AEROSPACE | 7,972 | $2M | 0.1% | HOLD |
| 141 | IWFISHARES TR | 4,795 | $2M | 0.1% | ADD 26% |
| 142 | AVDVAMERICAN CENTY ETF TR | 25,375 | $2M | 0.1% | ADD 5% |
| 143 | TMSLT ROWE PRICE ETF INC | 61,281 | $2M | 0.1% | ADD 507% |
| 144 | XLISELECT SECTOR SPDR TR | 13,508 | $2M | 0.1% | HOLD |
| 145 | IBNDSPDR SER TR | 61,061 | $2M | 0.1% | NEW |
| 146 | LOWLOWES COS INC | 8,912 | $2M | 0.1% | TRIM −4% |
| 147 | ROUSLATTICE STRATEGIES TR | 36,816 | $2M | 0.1% | TRIM −2% |
| 148 | SPTLSPDR SERIES TRUST | 73,232 | $2M | 0.1% | TRIM −20% |
| 149 | GPIXGOLDMAN SACHS ETF TR | 38,133 | $2M | 0.1% | TRIM −5% |
| 150 | PRUPRUDENTIAL FINL INC | 17,670 | $2M | 0.1% | ADD 27% |
| 151 | CVXCHEVRON CORP NEW | 12,838 | $2M | 0.1% | ADD 12% |
| 152 | SOSOUTHERN CO | 19,946 | $2M | 0.1% | HOLD |
| 153 | PFEPFIZER INC | 75,425 | $2M | 0.1% | ADD 4% |
| 154 | UBERUBER TECHNOLOGIES INC | 19,473 | $2M | 0.1% | ADD 29% |
| 155 | GRIDFIRST TR EXCHANGE TRADED FD | 12,782 | $2M | 0.1% | ADD 66% |
| 156 | BXBLACKSTONE INC | 11,760 | $2M | 0.1% | HOLD |
| 157 | FTSMFIRST TR EXCHANGE-TRADED FD | 28,771 | $2M | 0.1% | HOLD |
| 158 | GOOGALPHABET INC | 9,706 | $2M | 0.1% | TRIM −9% |
| 159 | AVEMAMERICAN CENTY ETF TR | 24,627 | $2M | 0.1% | HOLD |
| 160 | YEARAB Ultra Short Income ETF | 32,590 | $2M | 0.1% | ADD 13% |
| 161 | XLRESELECT SECTOR SPDR TR | 39,434 | $2M | 0.1% | TRIM −5% |
| 162 | NJRNEW JERSEY RES CORP | 35,297 | $2M | 0.1% | HOLD |
| 163 | BABOEING CO | 7,374 | $2M | 0.1% | TRIM −3% |
| 164 | BABAALIBABA GROUP HLDG LTD | 13,555 | $2M | 0.1% | ADD 36% |
| 165 | UNHUNITEDHEALTH GROUP INC | 4,883 | $2M | 0.1% | ADD 397% |
| 166 | XLCSELECT SECTOR SPDR TR | 14,015 | $2M | 0.1% | ADD 22% |
| 167 | VXUSVANGUARD STAR FDS | 21,501 | $1M | 0.1% | ADD 9% |
| 168 | DIASPDR DOW JONES INDL AVERAGE | 3,315 | $1M | 0.1% | ADD 3% |
| 169 | FJPFIRST TR EXCH TRD ALPHDX FD | 24,364 | $1M | 0.1% | TRIM −15% |
| 170 | SGOVISHARES TR | 14,371 | $1M | 0.1% | ADD 19% |
| 171 | DEDEERE & CO | 2,841 | $1M | 0.1% | TRIM −10% |
| 172 | GDGENERAL DYNAMICS CORP | 4,921 | $1M | 0.1% | ADD 13% |
| 173 | AVDEAMERICAN CENTY ETF TR | 19,016 | $1M | 0.1% | ADD 4% |
| 174 | SLVISHARES SILVER TR | 42,791 | $1M | 0.1% | HOLD |
| 175 | PMPHILIP MORRIS INTL INC | 7,599 | $1M | 0.1% | TRIM −21% |
| 176 | XLFSELECT SECTOR SPDR TR | 25,739 | $1M | 0.1% | ADD 15% |
| 177 | SLYGSPDR SERIES TRUST | 14,700 | $1M | 0.1% | ADD 22% |
| 178 | FVDFIRST TR EXCHANGE-TRADED FD | 29,056 | $1M | 0.1% | TRIM −2% |
| 179 | XLESELECT SECTOR SPDR TR | 15,087 | $1M | 0.1% | ADD 3% |
| 180 | RSPINVESCO EXCHANGE TRADED FD T | 6,872 | $1M | 0.1% | ADD 6% |
| 181 | BILSSPDR SERIES TRUST | 12,536 | $1M | 0.1% | ADD 2% |
| 182 | MRKMERCK & CO INC | 15,663 | $1M | 0.1% | ADD 36% |
| 183 | VHTVANGUARD WORLD FD | 4,989 | $1M | 0.1% | TRIM −5% |
| 184 | BSCRINVESCO EXCH TRD SLF IDX FD | 62,695 | $1M | 0.1% | TRIM −21% |
| 185 | GLDMWORLD GOLD TR | 18,798 | $1M | 0.1% | ADD 60% |
| 186 | TLTISHARES TR | 13,839 | $1M | 0.1% | ADD 41% |
| 187 | IWMISHARES TR | 5,654 | $1M | 0.1% | TRIM −3% |
| 188 | IWBISHARES TR | 3,497 | $1M | 0.1% | HOLD |
| 189 | BACBANK AMERICA CORP | 24,905 | $1M | 0.1% | TRIM −8% |
| 190 | JMBSJANUS DETROIT STR TR | 25,840 | $1M | 0.1% | TRIM −16% |
| 191 | VOVANGUARD INDEX FDS | 4,152 | $1M | 0.1% | ADD 23% |
| 192 | BSCQINVESCO EXCH TRD SLF IDX FD | 59,121 | $1M | 0.1% | TRIM −22% |
| 193 | MUMICRON TECHNOLOGY INC | 9,217 | $1M | 0.1% | ADD 7% |
| 194 | ETGEATON VANCE TX ADV GLBL DIV | 53,673 | $1M | 0.1% | ADD 60% |
| 195 | OMFSINVESCO EXCH TRD SLF IDX FD | 28,026 | $1M | 0.1% | TRIM −3% |
| 196 | PFFDGLOBAL X FDS | 59,338 | $1M | 0.1% | TRIM −22% |
| 197 | MSMORGAN STANLEY | 7,812 | $1M | 0.1% | HOLD |
| 198 | AMDADVANCED MICRO DEVICES INC | 7,616 | $1M | 0.1% | ADD 13% |
| 199 | ACNACCENTURE PLC IRELAND | 3,586 | $1M | 0.1% | ADD 3% |
| 200 | SUSAISHARES TR | 8,312 | $1M | 0.1% | ADD 3% |
Where this firm's principals came from and which firms its alumni went on to found.