CIK 1767500
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 | 74.57% | 200 |
| Banks | 4.77% | 17 |
| Software & IT Services | 3.57% | 9 |
| Technology Hardware & Equipment | 2.73% | 8 |
| Utilities | 1.43% | 18 |
| Software | 1.36% | 9 |
| Specialty Retail | 1.29% | 9 |
| Electrical Equipment & Components | 1.23% | 4 |
| Semiconductors & Semiconductor Equipment | 1.12% | 10 |
| Chemicals | 1.07% | 14 |
| Oil, Gas & Consumable Fuels | 1.04% | 11 |
| Capital Markets | 0.82% | 5 |
| Aerospace & Defense | 0.67% | 11 |
| Pharmaceuticals & Biotechnology | 0.61% | 15 |
| Diversified Telecommunication Services | 0.59% | 2 |
| Distributors | 0.53% | 4 |
| Road & Rail | 0.43% | 4 |
| Machinery | 0.36% | 7 |
| Beverages | 0.29% | 2 |
| Commercial Services & Supplies | 0.28% | 8 |
| Insurance | 0.22% | 13 |
| Automobiles & Components | 0.15% | 2 |
| Hotels, Restaurants & Leisure | 0.14% | 7 |
| Equity Real Estate Investment Trusts (REITs) | 0.11% | 7 |
| Communications Equipment | 0.10% | 2 |
| Metals & Mining | 0.09% | 5 |
| Food Products | 0.07% | 7 |
| Media & Entertainment | 0.07% | 5 |
| Health Care Equipment & Supplies | 0.06% | 7 |
| Airlines | 0.05% | 2 |
| Tobacco | 0.04% | 2 |
| Agricultural Products | 0.03% | 1 |
| Household Durables | 0.03% | 2 |
| Transportation Infrastructure | 0.03% | 2 |
| Construction & Engineering | 0.02% | 3 |
| Entertainment | 0.02% | 2 |
| Real Estate Management & Development | 0.01% | 2 |
| Marine | 0.01% | 1 |
| Food & Staples Retailing | 0.01% | 1 |
| Construction Materials | 0.00% | 1 |
| Life Sciences Tools & Services | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | Unclassified | 15.30% |
| 2 | SCHF | SCHWAB STRATEGIC TR | Unclassified | 8.01% |
| 3 | IGSB | ISHARES TR | Unclassified | 4.46% |
| 4 | SCHZ | SCHWAB STRATEGIC TR | Unclassified | 3.79% |
| 5 | VNQ | VANGUARD INDEX FDS | Unclassified | 3.37% |
| 6 | GOOGL | Alphabet Inc. | Communication Services | 2.43% |
| 7 | ONB | OLD NATIONAL BANCORP /IN/ | Financials | 2.31% |
| 8 | AAPL | Apple Inc. | Information Technology | 2.29% |
| 9 | CEF | SPROTT ASSET MANAGEMENT LP | Unclassified | 1.85% |
| 10 | QQQ | INVESCO QQQ TR | Unclassified | 1.76% |
244/442 names classified · sector 26.1% of weight · industry 25.4% · mkt cap 25.2%; 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: 26.1% of the book is sector-classified (unclassified names shown, never dropped).
Only 24% of book weight classified — the grid is NOT representative of the whole book.
Classified: 24.0% of book weight (201/442 names) · unclassified 76.0%: SCHB, SCHF, IGSB, SCHZ, VNQ, CEF, QQQ, SCHG, VTV, PSLV +231 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 | SCHBSCHWAB STRATEGIC TR | 808,772 | $21M | 15.3% | TRIM −6% |
| 2 | SCHFSCHWAB STRATEGIC TR | 462,101 | $11M | 8.0% | TRIM −12% |
| 3 | IGSBISHARES TR | 116,889 | $6M | 4.5% | TRIM −11% |
| 4 | SCHZSCHWAB STRATEGIC TR | 224,935 | $5M | 3.8% | TRIM −9% |
| 5 | VNQVANGUARD INDEX FDS | 52,841 | $5M | 3.4% | TRIM −13% |
| 6 | GOOGLALPHABET INC | 10,750 | $3M | 2.4% | HOLD |
| 7 | ONBOLD NATL BANCORP IND | 143,773 | $3M | 2.3% | TRIM −8% |
| 8 | AAPLAPPLE INC | 11,702 | $3M | 2.3% | TRIM −10% |
| 9 | CEFSPROTT ASSET MANAGEMENT LP | 55,961 | $3M | 1.8% | ADD 9% |
| 10 | QQQINVESCO QQQ TR | 3,965 | $2M | 1.8% | ADD 11% |
| 11 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 74,059 | $2M | 1.7% | TRIM −31% |
| 12 | VTVVANGUARD INDEX FDS | 12,613 | $2M | 1.7% | TRIM −15% |
| 13 | PSLVSPROTT ASSET MANAGEMENT LP | 100,705 | $2M | 1.7% | TRIM −3% |
| 14 | DFSVDIMENSIONAL ETF TRUST | 66,401 | $2M | 1.6% | TRIM −6% |
| 15 | DFEMDIMENSIONAL ETF TRUST | 63,757 | $2M | 1.5% | TRIM −4% |
| 16 | SCHVSCHWAB STRATEGIC TR | 64,282 | $2M | 1.4% | TRIM −17% |
| 17 | DISVDIMENSIONAL ETF TRUST | 46,989 | $2M | 1.3% | TRIM −12% |
| 18 | SCHESCHWAB STRATEGIC TR | 50,853 | $2M | 1.2% | TRIM −20% |
| 19 | PXFINVESCO EXCH TRADED FD TR II | 25,075 | $2M | 1.2% | TRIM −25% |
| 20 | SLVISHARES SILVER TR | 25,168 | $2M | 1.2% | HOLD |
| 21 | RFREGIONS FINANCIAL CORP NEW | 53,250 | $1M | 1.0% | HOLD |
| 22 | BIVVANGUARD BD INDEX FDS | 16,218 | $1M | 0.9% | TRIM −14% |
| 23 | FLOTISHARES TR | 24,281 | $1M | 0.9% | TRIM −15% |
| 24 | AMZNAMAZON COM INC | 5,293 | $1M | 0.9% | TRIM −43% |
| 25 | PGPROCTER AND GAMBLE CO | 7,671 | $1M | 0.8% | ADD 7% |
| 26 | GLDSPDR GOLD TR | 2,649 | $1M | 0.8% | HOLD |
| 27 | VOTVANGUARD INDEX FDS | 3,734 | $1M | 0.8% | TRIM −24% |
| 28 | IJSISHARES TR | 8,802 | $1M | 0.7% | TRIM −15% |
| 29 | MSFTMICROSOFT CORP | 2,061 | $996,518 | 0.7% | TRIM −18% |
| 30 | VOEVANGUARD INDEX FDS | 5,594 | $992,150 | 0.7% | TRIM −13% |
| 31 | GOOGALPHABET INC | 2,940 | $922,526 | 0.7% | HOLD |
| 32 | XMHQINVESCO EXCHANGE TRADED FD T | 8,895 | $911,001 | 0.7% | TRIM −20% |
| 33 | SCHPSCHWAB STRATEGIC TR | 34,174 | $905,276 | 0.7% | TRIM −11% |
| 34 | GEVGE VERNOVA INC | 1,381 | $902,507 | 0.7% | HOLD |
| 35 | FNDXSCHWAB STRATEGIC TR | 32,285 | $878,471 | 0.6% | TRIM −41% |
| 36 | KKRKKR & CO INC | 6,737 | $858,833 | 0.6% | TRIM −11% |
| 37 | XOMEXXON MOBIL CORP | 6,806 | $818,995 | 0.6% | ADD 46% |
| 38 | VBKVANGUARD INDEX FDS | 2,700 | $815,738 | 0.6% | TRIM −17% |
| 39 | DFUSDIMENSIONAL ETF TRUST | 10,222 | $758,130 | 0.5% | HOLD |
| 40 | RACEFERRARI N V | 2,000 | $739,120 | 0.5% | HOLD |
| 41 | TAT&T INC | 29,227 | $726,010 | 0.5% | ADD 5% |
| 42 | GEGE AEROSPACE | 2,323 | $715,487 | 0.5% | TRIM −2% |
| 43 | SCHDSCHWAB STRATEGIC TR | 24,108 | $661,282 | 0.5% | HOLD |
| 44 | FNDASCHWAB STRATEGIC TR | 20,643 | $650,448 | 0.5% | TRIM −19% |
| 45 | XLUSELECT SECTOR SPDR TR | 15,134 | $646,090 | 0.5% | ADD 100% |
| 46 | GWWWW GRAINGER INC | 600 | $605,430 | 0.4% | HOLD |
| 47 | NVDANVIDIA CORPORATION | 3,187 | $594,362 | 0.4% | TRIM −25% |
| 48 | TFCTRUIST FINL CORP | 11,622 | $571,905 | 0.4% | HOLD |
| 49 | DGCBDIMENSIONAL ETF TRUST | 9,446 | $512,329 | 0.4% | HOLD |
| 50 | BSCQINVESCO EXCH TRD SLF IDX FD | 25,875 | $506,499 | 0.4% | TRIM −12% |
| 51 | VUGVANGUARD INDEX FDS | 1,016 | $495,423 | 0.4% | TRIM −40% |
| 52 | NSCNORFOLK SOUTHN CORP | 1,641 | $473,745 | 0.3% | HOLD |
| 53 | DFATDIMENSIONAL ETF TRUST | 7,833 | $466,400 | 0.3% | TRIM −9% |
| 54 | JPMJPMORGAN CHASE & CO | 1,383 | $445,630 | 0.3% | TRIM −42% |
| 55 | DUHPDIMENSIONAL ETF TRUST | 11,278 | $428,915 | 0.3% | HOLD |
| 56 | VOOVANGUARD INDEX FDS | 655 | $410,770 | 0.3% | TRIM −3% |
| 57 | IVWISHARES TR | 3,208 | $395,433 | 0.3% | HOLD |
| 58 | ORCLORACLE CORP | 1,895 | $369,374 | 0.3% | ADD 9% |
| 59 | DUKDUKE ENERGY CORP NEW | 3,097 | $363,024 | 0.3% | ADD 10% |
| 60 | SCMBSCHWAB STRATEGIC TR | 13,971 | $359,893 | 0.3% | ADD 38% |
| 61 | FHNFIRST HORIZON CORPORATION | 15,024 | $359,074 | 0.3% | HOLD |
| 62 | BSCRINVESCO EXCH TRD SLF IDX FD | 17,960 | $354,525 | 0.3% | TRIM −3% |
| 63 | CGWINVESCO EXCH TRADED FD TR II | 5,491 | $345,969 | 0.2% | HOLD |
| 64 | KMIKINDER MORGAN INC DEL | 12,330 | $338,946 | 0.2% | HOLD |
| 65 | DFIVDIMENSIONAL ETF TRUST | 6,774 | $338,007 | 0.2% | HOLD |
| 66 | IGFISHARES TR | 5,303 | $325,372 | 0.2% | HOLD |
| 67 | DCORDIMENSIONAL ETF TRUST | 4,379 | $322,412 | 0.2% | HOLD |
| 68 | KOCOCA COLA CO | 4,564 | $319,057 | 0.2% | ADD 358% |
| 69 | LMTLOCKHEED MARTIN CORP | 657 | $317,771 | 0.2% | HOLD |
| 70 | ADPAUTOMATIC DATA PROCESSING IN | 1,207 | $310,477 | 0.2% | HOLD |
| 71 | DFARDIMENSIONAL ETF TRUST | 13,188 | $302,013 | 0.2% | HOLD |
| 72 | SDYSPDR SER TR | 2,168 | $301,699 | 0.2% | HOLD |
| 73 | VVVANGUARD INDEX FDS | 953 | $300,004 | 0.2% | HOLD |
| 74 | LHXL3HARRIS TECHNOLOGIES INC | 979 | $287,405 | 0.2% | HOLD |
| 75 | IVEISHARES TR | 1,342 | $284,616 | 0.2% | HOLD |
| 76 | VSTVISTRA CORP | 1,747 | $281,862 | 0.2% | ADD 6% |
| 77 | PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 10,359 | $276,387 | 0.2% | TRIM −7% |
| 78 | SOSOUTHERN CO | 3,162 | $275,698 | 0.2% | ADD 4% |
| 79 | APPAPPLOVIN CORP | 400 | $269,528 | 0.2% | ADD 14% |
| 80 | IBMINTERNATIONAL BUSINESS MACHS | 909 | $269,321 | 0.2% | ADD 60% |
| 81 | DIHPDIMENSIONAL ETF TRUST | 8,443 | $267,348 | 0.2% | HOLD |
| 82 | VEUVANGUARD INTL EQUITY INDEX F | 3,588 | $263,933 | 0.2% | HOLD |
| 83 | AMLPALPS ETF TR | 5,544 | $260,685 | 0.2% | ADD 5% |
| 84 | DGROISHARES CORE DIVIDEND GROWTH ETF | 3,742 | $259,780 | 0.2% | HOLD |
| 85 | AVGOBROADCOM INC | 750 | $259,575 | 0.2% | HOLD |
| 86 | BSJQINVESCO EXCH TRD SLF IDX FD | 10,834 | $252,877 | 0.2% | TRIM −12% |
| 87 | VIOOVANGUARD ADMIRAL FDS INC | 2,261 | $250,881 | 0.2% | HOLD |
| 88 | LINLINDE PLC | 560 | $238,661 | 0.2% | HOLD |
| 89 | COFCAPITAL ONE FINL CORP | 984 | $238,458 | 0.2% | TRIM −4% |
| 90 | IJJISHARES TR | 1,799 | $236,730 | 0.2% | HOLD |
| 91 | SPGIS&P GLOBAL INC | 445 | $232,553 | 0.2% | TRIM −6% |
| 92 | MOATVANECK ETF TRUST | 2,200 | $227,832 | 0.2% | HOLD |
| 93 | DFAUDIMENSIONAL ETF TRUST | 4,764 | $222,949 | 0.2% | HOLD |
| 94 | VIGVANGUARD SPECIALIZED FUNDS | 1,013 | $222,637 | 0.2% | TRIM −14% |
| 95 | ETENERGY TRANSFER L P | 13,299 | $219,301 | 0.2% | HOLD |
| 96 | VRTVERTIV HOLDINGS CO | 1,352 | $219,028 | 0.2% | ADD 23% |
| 97 | ANETARISTA NETWORKS INC | 1,650 | $216,200 | 0.2% | HOLD |
| 98 | DDOMINION ENERGY INC | 3,675 | $215,318 | 0.2% | TRIM −3% |
| 99 | DFISDIMENSIONAL ETF TRUST | 6,486 | $213,654 | 0.2% | HOLD |
| 100 | ITWILLINOIS TOOL WKS INC | 858 | $211,325 | 0.2% | ADD 3% |
| 101 | MRKMERCK & CO INC | 1,957 | $206,014 | 0.1% | TRIM −3% |
| 102 | BPBP PLC | 5,910 | $205,254 | 0.1% | HOLD |
| 103 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 8,413 | $205,025 | 0.1% | HOLD |
| 104 | CNXCNX RES CORP | 5,465 | $200,948 | 0.1% | HOLD |
| 105 | TXNTEXAS INSTRS INC | 1,153 | $199,968 | 0.1% | ADD 118% |
| 106 | BSJRINVESCO EXCH TRD SLF IDX FD | 8,598 | $194,448 | 0.1% | TRIM −14% |
| 107 | DEDEERE & CO | 414 | $192,548 | 0.1% | NEW |
| 108 | FFORD MTR CO | 14,229 | $186,682 | 0.1% | TRIM −6% |
| 109 | IJKISHARES TR | 1,916 | $185,622 | 0.1% | HOLD |
| 110 | IEFAISHARES TR | 2,000 | $178,920 | 0.1% | HOLD |
| 111 | PLTRPALANTIR TECHNOLOGIES INC | 1,001 | $177,928 | 0.1% | ADD 5% |
| 112 | PHYSSprott Physical Gold Trust | 5,226 | $172,563 | 0.1% | HOLD |
| 113 | CNRGSPDR SERIES TRUST | 1,877 | $167,946 | 0.1% | TRIM −12% |
| 114 | MDBMONGODB INC | 400 | $167,876 | 0.1% | ADD 33% |
| 115 | NEENEXTERA ENERGY INC | 1,977 | $158,751 | 0.1% | ADD 61% |
| 116 | DFICDIMENSIONAL ETF TRUST | 4,478 | $154,312 | 0.1% | HOLD |
| 117 | BSCSINVESCO EXCH TRD SLF IDX FD | 7,290 | $150,172 | 0.1% | HOLD |
| 118 | VBRVANGUARD INDEX FDS | 705 | $149,312 | 0.1% | HOLD |
| 119 | MCDMCDONALDS CORP | 484 | $148,010 | 0.1% | ADD 19% |
| 120 | XLKSELECT SECTOR SPDR TR | 1,026 | $147,713 | 0.1% | ADD 100% |
| 121 | JNJJOHNSON & JOHNSON | 711 | $147,062 | 0.1% | ADD 76% |
| 122 | QCOMQUALCOMM INC | 846 | $144,746 | 0.1% | HOLD |
| 123 | WMTWALMART INC | 1,287 | $143,439 | 0.1% | HOLD |
| 124 | VYMIVANGUARD WHITEHALL FDS | 1,575 | $141,750 | 0.1% | HOLD |
| 125 | HDVISHARES TR | 1,150 | $139,852 | 0.1% | HOLD |
| 126 | IAUISHARES GOLD TR | 1,703 | $138,233 | 0.1% | HOLD |
| 127 | VTIVANGUARD INDEX FDS | 412 | $138,211 | 0.1% | HOLD |
| 128 | BACBANK AMERICA CORP | 2,478 | $136,276 | 0.1% | HOLD |
| 129 | BRK.BBERKSHIRE HATHAWAY INC DEL | 257 | $129,181 | 0.1% | HOLD |
| 130 | DFAIDIMENSIONAL ETF TRUST | 3,381 | $128,850 | 0.1% | HOLD |
| 131 | IDUISHARES TR | 1,179 | $127,756 | 0.1% | HOLD |
| 132 | MSMORGAN STANLEY | 702 | $124,626 | 0.1% | HOLD |
| 133 | HDHOME DEPOT INC | 360 | $124,022 | 0.1% | ADD 25% |
| 134 | GDGENERAL DYNAMICS CORP | 367 | $123,618 | 0.1% | HOLD |
| 135 | EXIISHARES TR | 666 | $116,732 | 0.1% | HOLD |
| 136 | FNDESCHWAB STRATEGIC TR | 3,200 | $115,392 | 0.1% | HOLD |
| 137 | MUMICRON TECHNOLOGY INC | 400 | $114,164 | 0.1% | HOLD |
| 138 | LOWLOWES COS INC | 453 | $109,213 | 0.1% | HOLD |
| 139 | DEHPDIMENSIONAL ETF TRUST | 3,356 | $108,231 | 0.1% | HOLD |
| 140 | KBWBINVESCO EXCH TRADED FD TR II | 1,167 | $98,366 | 0.1% | HOLD |
| 141 | GVIISHARES TR | 900 | $96,615 | 0.1% | HOLD |
| 142 | XLFSELECT SECTOR SPDR TR | 1,763 | $96,560 | 0.1% | HOLD |
| 143 | ABTABBOTT LABS | 764 | $95,744 | 0.1% | TRIM −21% |
| 144 | PFEPFIZER INC | 3,715 | $92,500 | 0.1% | ADD 122% |
| 145 | BMYBRISTOL-MYERS SQUIBB CO | 1,708 | $92,105 | 0.1% | ADD 27% |
| 146 | ORIOld Republic Nat'l. Corp. | 2,016 | $92,010 | 0.1% | HOLD |
| 147 | EFAISHARES TR | 950 | $91,229 | 0.1% | HOLD |
| 148 | BXBLACKSTONE INC | 589 | $90,788 | 0.1% | HOLD |
| 149 | CVXCHEVRON CORP NEW | 592 | $90,293 | 0.1% | HOLD |
| 150 | DVYISHARES TR | 631 | $89,110 | 0.1% | ADD 18% |
| 151 | IGIBISHARES TR | 1,650 | $88,902 | 0.1% | HOLD |
| 152 | PFFISHARES TR | 2,866 | $88,731 | 0.1% | HOLD |
| 153 | DFACDIMENSIONAL ETF TRUST | 2,225 | $88,088 | 0.1% | HOLD |
| 154 | VZVERIZON COMMUNICATIONS INC | 2,152 | $87,646 | 0.1% | TRIM −2% |
| 155 | SPLVINVESCO EXCH TRADED FD TR II | 1,211 | $86,479 | 0.1% | HOLD |
| 156 | COSTCOSTCO WHSL CORP NEW | 100 | $86,234 | 0.1% | TRIM −26% |
| 157 | AMDADVANCED MICRO DEVICES INC | 400 | $85,664 | 0.1% | ADD 14% |
| 158 | CORCENCORA INC | 250 | $84,438 | 0.1% | HOLD |
| 159 | IJTISHARES TR | 588 | $83,002 | 0.1% | HOLD |
| 160 | ESGUISHARES TR | 550 | $81,939 | 0.1% | HOLD |
| 161 | EMREMERSON ELEC CO | 586 | $77,774 | 0.1% | HOLD |
| 162 | WBDWARNER BROS DISCOVERY INC | 2,669 | $76,921 | 0.1% | TRIM −9% |
| 163 | SNOWSNOWFLAKE INC | 350 | $76,776 | 0.1% | TRIM −42% |
| 164 | PEPPEPSICO INC | 532 | $76,337 | 0.1% | ADD 2% |
| 165 | ABBVABBVIE INC | 332 | $75,859 | 0.1% | TRIM −42% |
| 166 | BAPRINNOVATOR ETFS TRUST | 1,575 | $75,569 | 0.1% | HOLD |
| 167 | SPSBSPDR SERIES TRUST | 2,500 | $75,500 | 0.1% | HOLD |
| 168 | ONEQFIDELITY COMWLTH TR | 800 | $73,120 | 0.1% | HOLD |
| 169 | TMOTHERMO FISHER SCIENTIFIC INC | 125 | $72,431 | 0.1% | HOLD |
| 170 | TJXTJX COS INC NEW | 470 | $72,197 | 0.1% | HOLD |
| 171 | BMAYINNOVATOR ETFS TRUST | 1,600 | $71,705 | 0.1% | HOLD |
| 172 | SPYSTATE STR SPDR S&P 500 ETF T | 105 | $71,602 | 0.1% | HOLD |
| 173 | RTXRTX CORPORATION | 384 | $70,426 | 0.1% | HOLD |
| 174 | METAMETA PLATFORMS INC | 105 | $69,320 | 0.0% | HOLD |
| 175 | PLDPROLOGIS INC. | 540 | $68,936 | 0.0% | HOLD |
| 176 | DFASDIMENSIONAL ETF TRUST | 958 | $66,726 | 0.0% | HOLD |
| 177 | OLNOLIN CORP | 3,159 | $65,812 | 0.0% | HOLD |
| 178 | CCITIGROUP INC | 562 | $65,580 | 0.0% | HOLD |
| 179 | IJHISHARES TR | 968 | $63,879 | 0.0% | HOLD |
| 180 | JEPIJPMorgan Equity Premium Income ETF | 1,095 | $62,678 | 0.0% | HOLD |
| 181 | MGKVanguard Mega Cap Growth ETF | 150 | $61,916 | 0.0% | HOLD |
| 182 | ESGDISHARES TR | 647 | $61,523 | 0.0% | HOLD |
| 183 | UNPUNION PAC CORP | 260 | $60,143 | 0.0% | TRIM −7% |
| 184 | TIPISHARES TR | 545 | $59,901 | 0.0% | HOLD |
| 185 | DIASPDR DOW JONES INDL AVERAGE | 120 | $57,668 | 0.0% | HOLD |
| 186 | IJRISHARES TR | 476 | $57,146 | 0.0% | HOLD |
| 187 | IHIISHARES TR | 918 | $57,063 | 0.0% | HOLD |
| 188 | HOODROBINHOOD MKTS INC | 501 | $56,663 | 0.0% | HOLD |
| 189 | CATCATERPILLAR INC | 96 | $55,136 | 0.0% | HOLD |
| 190 | VYMVANGUARD WHITEHALL FDS | 380 | $54,538 | 0.0% | HOLD |
| 191 | CNICANADIAN NATL RY CO | 550 | $54,368 | 0.0% | TRIM −8% |
| 192 | BSJSINVESCO EXCH TRD SLF IDX FD | 2,430 | $53,457 | 0.0% | TRIM −28% |
| 193 | IVVISHARES TR | 78 | $53,425 | 0.0% | HOLD |
| 194 | FNDFSCHWAB STRATEGIC TR | 1,177 | $53,228 | 0.0% | HOLD |
| 195 | IGEISHARES TR | 1,050 | $52,710 | 0.0% | HOLD |
| 196 | IWPISHARES TR | 383 | $52,474 | 0.0% | HOLD |
| 197 | GEHCGE HEALTHCARE TECHNOLOGIES I | 638 | $52,329 | 0.0% | HOLD |
| 198 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 200 | $51,206 | 0.0% | HOLD |
| 199 | IXCISHARES TR | 1,210 | $50,735 | 0.0% | HOLD |
| 200 | INTCINTEL CORP | 1,374 | $50,710 | 0.0% | ADD 127% |
Where this firm's principals came from and which firms its alumni went on to found.