CIK 1794198
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 | 63.95% | 159 |
| Software | 5.34% | 19 |
| Semiconductors & Semiconductor Equipment | 5.26% | 13 |
| Technology Hardware & Equipment | 3.62% | 21 |
| Specialty Retail | 2.54% | 20 |
| Software & IT Services | 2.30% | 11 |
| Banks | 2.15% | 24 |
| Pharmaceuticals & Biotechnology | 1.87% | 20 |
| Commercial Services & Supplies | 1.84% | 22 |
| Insurance | 1.41% | 20 |
| Capital Markets | 1.14% | 15 |
| Machinery | 0.83% | 14 |
| Oil, Gas & Consumable Fuels | 0.79% | 11 |
| Chemicals | 0.68% | 10 |
| Utilities | 0.59% | 25 |
| Aerospace & Defense | 0.45% | 10 |
| Equity Real Estate Investment Trusts (REITs) | 0.45% | 14 |
| Media & Entertainment | 0.44% | 7 |
| Automobiles & Components | 0.42% | 5 |
| Hotels, Restaurants & Leisure | 0.40% | 8 |
| Health Care Equipment & Supplies | 0.38% | 10 |
| Road & Rail | 0.35% | 5 |
| Beverages | 0.28% | 4 |
| Media & Publishing | 0.28% | 2 |
| Electrical Equipment & Components | 0.27% | 4 |
| Diversified Telecommunication Services | 0.24% | 3 |
| Distributors | 0.21% | 7 |
| Tobacco | 0.19% | 2 |
| Health Care Providers & Services | 0.17% | 4 |
| Entertainment | 0.16% | 1 |
| Metals & Mining | 0.13% | 5 |
| Communications Equipment | 0.10% | 2 |
| Transportation Infrastructure | 0.10% | 2 |
| Food Products | 0.09% | 3 |
| Construction Materials | 0.07% | 2 |
| Paper & Forest Products | 0.07% | 3 |
| Professional Services | 0.06% | 2 |
| Construction & Engineering | 0.06% | 3 |
| Food & Staples Retailing | 0.06% | 2 |
| Industrial Conglomerates | 0.05% | 1 |
| Marine | 0.05% | 2 |
| Leisure Products | 0.04% | 2 |
| Textiles, Apparel & Luxury Goods | 0.04% | 2 |
| Life Sciences Tools & Services | 0.02% | 1 |
| Airlines | 0.02% | 1 |
| Agricultural Products | 0.02% | 1 |
| Diversified Consumer Services | 0.02% | 1 |
| Real Estate Management & Development | 0.02% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | IVV | ISHARES TR | Unclassified | 7.54% |
| 2 | IWF | ISHARES TR | Unclassified | 4.50% |
| 3 | NVDA | NVIDIA CORP | Information Technology | 3.55% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 3.54% |
| 5 | XLK | SELECT SECTOR SPDR TR | Unclassified | 3.47% |
| 6 | IWD | ISHARES TR | Unclassified | 2.57% |
| 7 | MSFT | MICROSOFT CORP | Information Technology | 2.52% |
| 8 | AAPL | Apple Inc. | Information Technology | 2.29% |
| 9 | IJH | ISHARES TR | Unclassified | 2.28% |
| 10 | VTI | VANGUARD INDEX FDS | Unclassified | 1.82% |
368/526 names classified · sector 36.7% of weight · industry 36.0% · mkt cap 35.9%; 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: 36.7% of the book is sector-classified (unclassified names shown, never dropped).
Only 34% of book weight classified — the grid is NOT representative of the whole book.
Classified: 34.5% of book weight (337/520 names) · unclassified 65.5%: IVV, IWF, SPY, XLK, IWD, IJH, VTI, XLF, XLV, IVW +173 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 | IVVISHARES TR | 215,939 | $134M | 7.5% | HOLD |
| 2 | IWFISHARES TR | 188,271 | $80M | 4.5% | TRIM −2% |
| 3 | NVDANVIDIA CORPORATION | 398,912 | $63M | 3.5% | HOLD |
| 4 | SPYSTATE STR SPDR S&P 500 ETF T | 101,761 | $63M | 3.5% | HOLD |
| 5 | XLKSELECT SECTOR SPDR TR | 243,544 | $62M | 3.5% | ADD 35% |
| 6 | IWDISHARES TR | 235,430 | $46M | 2.6% | HOLD |
| 7 | MSFTMICROSOFT CORP | 89,961 | $45M | 2.5% | ADD 5% |
| 8 | AAPLAPPLE INC | 198,083 | $41M | 2.3% | TRIM −5% |
| 9 | IJHISHARES TR | 654,440 | $41M | 2.3% | TRIM −4% |
| 10 | VTIVANGUARD INDEX FDS | 106,440 | $32M | 1.8% | HOLD |
| 11 | XLFSELECT SECTOR SPDR TR | 542,993 | $28M | 1.6% | TRIM −5% |
| 12 | XLVSELECT SECTOR SPDR TR | 201,949 | $27M | 1.5% | HOLD |
| 13 | IVWISHARES TR | 245,528 | $27M | 1.5% | ADD 6% |
| 14 | IJRISHARES TR | 238,040 | $26M | 1.5% | TRIM −34% |
| 15 | XYZBLOCK INC | 381,749 | $26M | 1.5% | HOLD |
| 16 | IGSBISHARES TR | 487,738 | $26M | 1.4% | ADD 11% |
| 17 | IGIBISHARES TR | 479,821 | $26M | 1.4% | HOLD |
| 18 | SPDWSPDR INDEX SHS FDS | 626,791 | $25M | 1.4% | ADD 19% |
| 19 | MAGSLISTED FDS TR | 419,571 | $23M | 1.3% | NEW |
| 20 | VOOVANGUARD INDEX FDS | 36,986 | $21M | 1.2% | ADD 22% |
| 21 | XLYSELECT SECTOR SPDR TR | 94,236 | $20M | 1.2% | HOLD |
| 22 | IVEISHARES TR | 97,030 | $19M | 1.1% | HOLD |
| 23 | AMZNAMAZON COM INC | 79,804 | $18M | 1.0% | HOLD |
| 24 | XLCSELECT SECTOR SPDR TR | 157,501 | $17M | 1.0% | TRIM −7% |
| 25 | XLISELECT SECTOR SPDR TR | 110,634 | $16M | 0.9% | TRIM −6% |
| 26 | AVGOBROADCOM INC | 58,499 | $16M | 0.9% | HOLD |
| 27 | METAMETA PLATFORMS INC | 21,405 | $16M | 0.9% | ADD 7% |
| 28 | JEPQJ P MORGAN EXCHANGE TRADED F | 258,959 | $14M | 0.8% | TRIM −15% |
| 29 | JEPIJPMorgan Equity Premium Income ETF | 244,227 | $14M | 0.8% | TRIM −35% |
| 30 | MUBISHARES TR | 120,823 | $13M | 0.7% | HOLD |
| 31 | VOVANGUARD INDEX FDS | 45,095 | $13M | 0.7% | ADD 4% |
| 32 | JPMJPMORGAN CHASE & CO | 42,449 | $12M | 0.7% | ADD 7% |
| 33 | HDVISHARES TR | 98,876 | $12M | 0.7% | ADD 6% |
| 34 | BRK.BBERKSHIRE HATHAWAY INC DEL | 22,516 | $11M | 0.6% | HOLD |
| 35 | GOOGLALPHABET INC | 60,060 | $11M | 0.6% | HOLD |
| 36 | ARCCARES CAPITAL CORP | 481,245 | $11M | 0.6% | ADD 9% |
| 37 | FEZSPDR INDEX SHS FDS | 166,044 | $10M | 0.6% | HOLD |
| 38 | GOOGALPHABET INC | 53,376 | $9M | 0.5% | HOLD |
| 39 | MAMASTERCARD INCORPORATED | 15,976 | $9M | 0.5% | HOLD |
| 40 | NUNU HLDGS LTD | 654,029 | $9M | 0.5% | HOLD |
| 41 | OBDCBLUE OWL CAPITAL CORPORATION | 590,048 | $8M | 0.5% | ADD 49% |
| 42 | IEFAISHARES TR | 97,038 | $8M | 0.5% | ADD 3% |
| 43 | SHYGISHARES TR | 181,200 | $8M | 0.4% | ADD 4% |
| 44 | XLUSELECT SECTOR SPDR TR | 90,326 | $7M | 0.4% | TRIM −4% |
| 45 | WMTWALMART INC | 74,319 | $7M | 0.4% | ADD 2% |
| 46 | IEURISHARES TR | 109,482 | $7M | 0.4% | ADD 6% |
| 47 | SPYGSPDR SERIES TRUST STATE STREET SPD | 74,994 | $7M | 0.4% | HOLD |
| 48 | LLYELI LILLY & CO | 9,120 | $7M | 0.4% | HOLD |
| 49 | CBCHUBB LIMITED | 24,369 | $7M | 0.4% | HOLD |
| 50 | EMXCISHARES INC | 110,737 | $7M | 0.4% | TRIM −10% |
| 51 | VVISA INC | 18,999 | $7M | 0.4% | HOLD |
| 52 | BXBLACKSTONE INC | 44,536 | $7M | 0.4% | ADD 2% |
| 53 | TSLATESLA INC | 20,504 | $7M | 0.4% | ADD 15% |
| 54 | DGROISHARES CORE DIVIDEND GROWTH ETF | 101,139 | $6M | 0.4% | ADD 3% |
| 55 | PFFISHARES TR | 199,014 | $6M | 0.3% | HOLD |
| 56 | IQLTISHARES TR | 140,140 | $6M | 0.3% | ADD 3% |
| 57 | XLBSELECT SECTOR SPDR TR | 68,970 | $6M | 0.3% | HOLD |
| 58 | TXNTEXAS INSTRS INC | 28,990 | $6M | 0.3% | TRIM −5% |
| 59 | XLESELECT SECTOR SPDR TR | 70,789 | $6M | 0.3% | ADD 8% |
| 60 | KRESPDR SERIES TRUST | 99,760 | $6M | 0.3% | HOLD |
| 61 | AGGISHARES TR | 59,487 | $6M | 0.3% | TRIM −2% |
| 62 | ABTABBOTT LABS | 42,999 | $6M | 0.3% | HOLD |
| 63 | NFLXNETFLIX INC | 4,324 | $6M | 0.3% | ADD 5% |
| 64 | VBVANGUARD INDEX FDS | 23,161 | $5M | 0.3% | ADD 46% |
| 65 | XLPSELECT SECTOR SPDR TR | 67,215 | $5M | 0.3% | TRIM −8% |
| 66 | IYWISHARES TR | 30,735 | $5M | 0.3% | ADD 3% |
| 67 | VUGVANGUARD INDEX FDS | 11,873 | $5M | 0.3% | HOLD |
| 68 | GPIQGOLDMAN SACHS ETF TR | 101,972 | $5M | 0.3% | ADD 625% |
| 69 | RSPINVESCO EXCHANGE TRADED FD T | 26,156 | $5M | 0.3% | ADD 13% |
| 70 | BIDDBLACKROCK ETF TRUST | 173,562 | $5M | 0.3% | ADD 4% |
| 71 | VOOGVANGUARD ADMIRAL FDS INC | 11,848 | $5M | 0.3% | TRIM −69% |
| 72 | LOWLOWES COS INC | 21,030 | $5M | 0.3% | HOLD |
| 73 | HDHOME DEPOT INC | 12,543 | $5M | 0.3% | HOLD |
| 74 | FISVFISERV INC | 26,398 | $5M | 0.3% | HOLD |
| 75 | MBBISHARES TR | 45,947 | $4M | 0.2% | HOLD |
| 76 | TRITHOMSON REUTERS CORP | 21,319 | $4M | 0.2% | HOLD |
| 77 | LQDISHARES TR | 38,887 | $4M | 0.2% | TRIM −6% |
| 78 | XOMEXXON MOBIL CORP | 39,411 | $4M | 0.2% | ADD 4% |
| 79 | BACBANK AMERICA CORP | 87,573 | $4M | 0.2% | ADD 4% |
| 80 | UNPUNION PAC CORP | 17,427 | $4M | 0.2% | TRIM −4% |
| 81 | BIZDVANECK ETF TRUST | 243,401 | $4M | 0.2% | ADD 72% |
| 82 | GPIXGOLDMAN SACHS ETF TR | 78,344 | $4M | 0.2% | NEW |
| 83 | PGPROCTER AND GAMBLE CO | 24,306 | $4M | 0.2% | TRIM −5% |
| 84 | JNJJOHNSON & JOHNSON | 24,889 | $4M | 0.2% | ADD 7% |
| 85 | MDYSPDR S&P MIDCAP 400 ETF TR | 6,697 | $4M | 0.2% | ADD 18% |
| 86 | CSCOCISCO SYS INC | 54,218 | $4M | 0.2% | ADD 8% |
| 87 | ORCLORACLE CORP | 16,645 | $4M | 0.2% | HOLD |
| 88 | SPTMSPDR SERIES TRUST | 48,475 | $4M | 0.2% | TRIM −5% |
| 89 | XLRESELECT SECTOR SPDR TR | 87,231 | $4M | 0.2% | TRIM −8% |
| 90 | GSGOLDMAN SACHS GROUP INC | 5,095 | $4M | 0.2% | HOLD |
| 91 | CHDCHURCH & DWIGHT CO INC | 36,519 | $4M | 0.2% | HOLD |
| 92 | CATCATERPILLAR INC | 8,918 | $3M | 0.2% | ADD 8% |
| 93 | CVXCHEVRON CORP NEW | 24,168 | $3M | 0.2% | TRIM −11% |
| 94 | COSTCOSTCO WHSL CORP NEW | 3,373 | $3M | 0.2% | ADD 3% |
| 95 | INTUINTUIT | 4,233 | $3M | 0.2% | ADD 6% |
| 96 | ABBVABBVIE INC | 17,898 | $3M | 0.2% | HOLD |
| 97 | QQQINVESCO QQQ TR | 6,000 | $3M | 0.2% | ADD 132% |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 11,079 | $3M | 0.2% | HOLD |
| 99 | TLTISHARES TR | 36,921 | $3M | 0.2% | TRIM −14% |
| 100 | SDYSPDR SER TR | 23,217 | $3M | 0.2% | HOLD |
| 101 | HTGCHERCULES CAPITAL INC | 169,462 | $3M | 0.2% | ADD 2% |
| 102 | MCDMCDONALDS CORP | 10,587 | $3M | 0.2% | HOLD |
| 103 | CHKPCHECK POINT SOFTWARE TECH LT | 13,544 | $3M | 0.2% | HOLD |
| 104 | IWMISHARES TR | 13,821 | $3M | 0.2% | ADD 6% |
| 105 | FSKFS KKR CAP CORP | 141,162 | $3M | 0.2% | ADD 3% |
| 106 | KOCOCA COLA CO | 41,163 | $3M | 0.2% | ADD 4% |
| 107 | VGITVANGUARD SCOTTSDALE FDS | 48,161 | $3M | 0.2% | ADD 6% |
| 108 | EICEAGLE POINT INCOME COMPANY I | 208,652 | $3M | 0.2% | ADD 4% |
| 109 | VIGVANGUARD SPECIALIZED FUNDS | 13,791 | $3M | 0.2% | TRIM −16% |
| 110 | ALLALLSTATE CORP | 14,017 | $3M | 0.2% | HOLD |
| 111 | DISDISNEY WALT CO | 22,587 | $3M | 0.2% | TRIM −9% |
| 112 | VYMVANGUARD WHITEHALL FDS | 20,417 | $3M | 0.2% | TRIM −6% |
| 113 | ACNACCENTURE PLC IRELAND | 8,910 | $3M | 0.1% | HOLD |
| 114 | XFRAXBLACKROCK FLOATING RATE INCO | 198,701 | $3M | 0.1% | ADD 3% |
| 115 | DHRDANAHER CORP DEL | 13,124 | $3M | 0.1% | HOLD |
| 116 | PMPHILIP MORRIS INTL INC | 14,207 | $3M | 0.1% | ADD 11% |
| 117 | BGTBLACKROCK FLOATING RATE INC | 206,353 | $3M | 0.1% | ADD 3% |
| 118 | KLACKLA CORP | 2,865 | $3M | 0.1% | ADD 5% |
| 119 | EFAISHARES TR | 28,691 | $3M | 0.1% | ADD 4% |
| 120 | RTXRTX CORPORATION | 16,921 | $2M | 0.1% | TRIM −5% |
| 121 | GEGE AEROSPACE | 9,483 | $2M | 0.1% | ADD 5% |
| 122 | OHIOMEGA HEALTHCARE INVS INC | 65,689 | $2M | 0.1% | TRIM −12% |
| 123 | BILSPDR SERIES TRUST | 25,957 | $2M | 0.1% | HOLD |
| 124 | MFICMIDCAP FINANCIAL INVSTMNT CO | 186,797 | $2M | 0.1% | ADD 3% |
| 125 | PLGOFIDELIS INSURANCE HOLDINGS L | 140,180 | $2M | 0.1% | HOLD |
| 126 | CRMSALESFORCE INC | 8,414 | $2M | 0.1% | HOLD |
| 127 | NOWSERVICENOW INC | 2,196 | $2M | 0.1% | ADD 6% |
| 128 | SPYVSPDR SERIES TRUST | 42,208 | $2M | 0.1% | HOLD |
| 129 | VLOVALERO ENERGY CORP | 16,415 | $2M | 0.1% | TRIM −3% |
| 130 | MRKMERCK & CO INC | 27,425 | $2M | 0.1% | TRIM −11% |
| 131 | PLTRPALANTIR TECHNOLOGIES INC | 15,603 | $2M | 0.1% | ADD 18% |
| 132 | IEMGISHARES INC | 34,368 | $2M | 0.1% | HOLD |
| 133 | ACWXISHARES TR | 33,832 | $2M | 0.1% | ADD 65% |
| 134 | IWPISHARES TR | 14,806 | $2M | 0.1% | HOLD |
| 135 | COFCAPITAL ONE FINL CORP | 9,620 | $2M | 0.1% | ADD 58% |
| 136 | ADPAUTOMATIC DATA PROCESSING IN | 6,525 | $2M | 0.1% | HOLD |
| 137 | AMLPALPS ETF TR | 41,163 | $2M | 0.1% | HOLD |
| 138 | CMICUMMINS INC | 6,101 | $2M | 0.1% | ADD 229% |
| 139 | ROPROPER TECHNOLOGIES INC | 3,445 | $2M | 0.1% | HOLD |
| 140 | WMWASTE MGMT INC DEL | 8,471 | $2M | 0.1% | HOLD |
| 141 | LINLINDE PLC | 4,129 | $2M | 0.1% | ADD 5% |
| 142 | TAT&T INC | 66,594 | $2M | 0.1% | TRIM −15% |
| 143 | ETNEATON CORP PLC | 5,337 | $2M | 0.1% | TRIM −7% |
| 144 | TTTRANE TECHNOLOGIES PLC | 4,250 | $2M | 0.1% | ADD 3% |
| 145 | AMDADVANCED MICRO DEVICES INC | 12,846 | $2M | 0.1% | ADD 8% |
| 146 | DEDEERE & CO | 3,547 | $2M | 0.1% | HOLD |
| 147 | PANWPALO ALTO NETWORKS INC | 8,761 | $2M | 0.1% | TRIM −2% |
| 148 | BSXBOSTON SCIENTIFIC CORP | 16,386 | $2M | 0.1% | ADD 9% |
| 149 | COPCONOCOPHILLIPS | 18,857 | $2M | 0.1% | HOLD |
| 150 | BCSFBAIN CAP SPECIALTY FIN INC | 112,253 | $2M | 0.1% | ADD 2% |
| 151 | VZVERIZON COMMUNICATIONS INC | 38,781 | $2M | 0.1% | ADD 5% |
| 152 | VTESVANGUARD WELLINGTON FD | 16,400 | $2M | 0.1% | HOLD |
| 153 | ADBEADOBE INC | 4,272 | $2M | 0.1% | ADD 9% |
| 154 | OPCHOPTION CARE HEALTH INC | 50,413 | $2M | 0.1% | HOLD |
| 155 | ADSKAUTODESK INC | 5,213 | $2M | 0.1% | ADD 16% |
| 156 | IWBISHARES TR | 4,748 | $2M | 0.1% | TRIM −13% |
| 157 | UNHUNITEDHEALTH GROUP INC | 5,115 | $2M | 0.1% | TRIM −34% |
| 158 | VCITVANGUARD SCOTTSDALE FDS | 19,054 | $2M | 0.1% | ADD 37% |
| 159 | ICEINTERCONTINENTAL EXCHANGE IN | 8,393 | $2M | 0.1% | HOLD |
| 160 | AMGNAMGEN INC | 5,413 | $2M | 0.1% | TRIM −31% |
| 161 | BLKBLACKROCK INC | 1,440 | $2M | 0.1% | HOLD |
| 162 | VTIPVANGUARD MALVERN FDS | 29,927 | $2M | 0.1% | HOLD |
| 163 | AXPAMERICAN EXPRESS CO | 4,691 | $1M | 0.1% | ADD 17% |
| 164 | FBTCFIDELITY WISE ORIGIN BITCOIN | 15,801 | $1M | 0.1% | ADD 2% |
| 165 | GILDGILEAD SCIENCES INC | 13,271 | $1M | 0.1% | ADD 9% |
| 166 | AMATAPPLIED MATLS INC | 8,020 | $1M | 0.1% | ADD 14% |
| 167 | CORPPIMCO ETF TR | 15,053 | $1M | 0.1% | HOLD |
| 168 | BRK.ABERKSHIRE HATHAWAY INC DEL | 2 | $1M | 0.1% | HOLD |
| 169 | AMPAMERIPRISE FINL INC | 2,697 | $1M | 0.1% | ADD 7% |
| 170 | NYFISHARES TR | 27,500 | $1M | 0.1% | HOLD |
| 171 | BKNGBOOKING HOLDINGS INC | 247 | $1M | 0.1% | ADD 7% |
| 172 | ISRGINTUITIVE SURGICAL INC | 2,574 | $1M | 0.1% | ADD 12% |
| 173 | GSLCGOLDMAN SACHS ETF TR | 11,352 | $1M | 0.1% | HOLD |
| 174 | SYKSTRYKER CORPORATION | 3,450 | $1M | 0.1% | HOLD |
| 175 | WFCWELLS FARGO CO NEW | 16,707 | $1M | 0.1% | TRIM −6% |
| 176 | PGRPROGRESSIVE CORP | 4,976 | $1M | 0.1% | ADD 7% |
| 177 | PEPPEPSICO INC | 9,936 | $1M | 0.1% | TRIM −5% |
| 178 | VXFVANGUARD INDEX FDS | 6,650 | $1M | 0.1% | HOLD |
| 179 | QCOMQUALCOMM INC | 8,021 | $1M | 0.1% | HOLD |
| 180 | VEAVANGUARD TAX-MANAGED FDS | 22,335 | $1M | 0.1% | HOLD |
| 181 | RPRXROYALTY PHARMA PLC | 35,192 | $1M | 0.1% | HOLD |
| 182 | VRTXVERTEX PHARMACEUTICALS INC | 2,839 | $1M | 0.1% | TRIM −3% |
| 183 | GEVGE VERNOVA INC | 2,346 | $1M | 0.1% | ADD 7% |
| 184 | VRPINVESCO EXCH TRADED FD TR II | 50,591 | $1M | 0.1% | TRIM −7% |
| 185 | VOTVANGUARD INDEX FDS | 4,339 | $1M | 0.1% | HOLD |
| 186 | BSVVANGUARD BD INDEX FDS | 15,586 | $1M | 0.1% | TRIM −13% |
| 187 | SCHMSCHWAB STRATEGIC TR | 43,278 | $1M | 0.1% | HOLD |
| 188 | ADIANALOG DEVICES INC | 5,065 | $1M | 0.1% | ADD 11% |
| 189 | MSMORGAN STANLEY | 8,389 | $1M | 0.1% | ADD 18% |
| 190 | WELLS FARGO CO NEW | 997 | $1M | 0.1% | TRIM −7% |
| 191 | SRLNSSGA ACTIVE ETF TR | 27,207 | $1M | 0.1% | TRIM −18% |
| 192 | CCITIGROUP INC | 13,169 | $1M | 0.1% | TRIM −2% |
| 193 | IWVISHARES TR | 3,189 | $1M | 0.1% | HOLD |
| 194 | VCSHVANGUARD SCOTTSDALE FDS | 13,861 | $1M | 0.1% | HOLD |
| 195 | TJXTJX COS INC NEW | 8,859 | $1M | 0.1% | ADD 7% |
| 196 | REGNREGENERON PHARMACEUTICALS | 2,070 | $1M | 0.1% | ADD 3% |
| 197 | UBERUBER TECHNOLOGIES INC | 11,637 | $1M | 0.1% | ADD 9% |
| 198 | ITOTISHARES TR | 8,038 | $1M | 0.1% | TRIM −7% |
| 199 | SPGIS&P GLOBAL INC | 2,048 | $1M | 0.1% | TRIM −7% |
| 200 | PFEPFIZER INC | 44,467 | $1M | 0.1% | ADD 6% |
Where this firm's principals came from and which firms its alumni went on to found.