CIK 1800593
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-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.
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 | 71.43% | 94 |
| Software | 9.32% | 20 |
| Commercial Services & Supplies | 4.66% | 14 |
| Banks | 4.03% | 19 |
| Software & IT Services | 3.11% | 14 |
| Technology Hardware & Equipment | 2.09% | 7 |
| Semiconductors & Semiconductor Equipment | 2.09% | 10 |
| Specialty Retail | 0.63% | 7 |
| Pharmaceuticals & Biotechnology | 0.49% | 13 |
| Automobiles & Components | 0.34% | 2 |
| Tobacco | 0.27% | 2 |
| Insurance | 0.18% | 7 |
| Media & Entertainment | 0.18% | 2 |
| Oil, Gas & Consumable Fuels | 0.16% | 4 |
| Aerospace & Defense | 0.16% | 4 |
| Chemicals | 0.13% | 3 |
| Capital Markets | 0.10% | 6 |
| Beverages | 0.10% | 2 |
| Machinery | 0.08% | 4 |
| Distributors | 0.08% | 3 |
| Health Care Equipment & Supplies | 0.08% | 3 |
| Diversified Telecommunication Services | 0.05% | 3 |
| Communications Equipment | 0.03% | 2 |
| Utilities | 0.02% | 2 |
| Professional Services | 0.02% | 1 |
| Equity Real Estate Investment Trusts (REITs) | 0.02% | 2 |
| Hotels, Restaurants & Leisure | 0.02% | 1 |
| Electrical Equipment & Components | 0.02% | 1 |
| Household Durables | 0.02% | 1 |
| Real Estate Management & Development | 0.02% | 2 |
| Road & Rail | 0.02% | 1 |
| Food & Staples Retailing | 0.02% | 1 |
| Transportation Infrastructure | 0.02% | 1 |
| Entertainment | 0.01% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | Unclassified | 15.28% |
| 2 | DIHP | DIMENSIONAL ETF TRUST | Unclassified | 11.38% |
| 3 | AVUS | AMERICAN CENTY ETF TR | Unclassified | 10.03% |
| 4 | AVDE | AMERICAN CENTY ETF TR | Unclassified | 5.29% |
| 5 | DFAR | DIMENSIONAL ETF TRUST | Unclassified | 4.87% |
| 6 | AVEM | AMERICAN CENTY ETF TR | Unclassified | 3.98% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | Unclassified | 3.50% |
| 8 | NU | NU HOLDINGS CLASS A | Financials | 3.14% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | Unclassified | 3.08% |
| 10 | DASH | DoorDash, Inc. | Industrials | 2.90% |
166/259 names classified · sector 28.8% of weight · industry 28.6% · mkt cap 24.8%; 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: 28.8% of the book is sector-classified (unclassified names shown, never dropped).
Only 21% of book weight classified — the grid is NOT representative of the whole book.
Classified: 20.8% of book weight (115/257 names) · unclassified 79.2%: DUHP, DIHP, AVUS, AVDE, DFAR, AVEM, DFAC, NU, DFAS, SNOW +132 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 | DUHPDIMENSIONAL ETF TRUST | 7,048,482 | $234M | 15.3% | ADD 2% |
| 2 | DIHPDIMENSIONAL ETF TRUST | 6,458,111 | $174M | 11.4% | HOLD |
| 3 | AVUSAMERICAN CENTY ETF TR | 1,659,169 | $153M | 10.0% | ADD 6% |
| 4 | AVDEAMERICAN CENTY ETF TR | 1,220,027 | $81M | 5.3% | ADD 3% |
| 5 | DFARDIMENSIONAL ETF TRUST | 3,131,148 | $74M | 4.9% | ADD 4% |
| 6 | AVEMAMERICAN CENTY ETF TR | 1,010,464 | $61M | 4.0% | ADD 5% |
| 7 | DFACDIMENSIONAL ETF TRUST | 1,623,446 | $54M | 3.5% | TRIM −3% |
| 8 | NUNU HLDGS LTD | 4,682,782 | $48M | 3.1% | HOLD |
| 9 | DFASDIMENSIONAL ETF TRUST | 788,381 | $47M | 3.1% | ADD 5% |
| 10 | DASHDOORDASH INC | 242,823 | $44M | 2.9% | TRIM −15% |
| 11 | CCCCCC INTELLIGENT SOLUTIONS HL | 4,890,424 | $44M | 2.9% | TRIM −12% |
| 12 | AAPLAPPLE INC | 134,925 | $30M | 2.0% | HOLD |
| 13 | NVDANVIDIA CORPORATION | 251,619 | $27M | 1.8% | HOLD |
| 14 | GOOGALPHABET INC | 150,364 | $23M | 1.5% | ADD 114% |
| 15 | SNOWSNOWFLAKE INC | 158,448 | $23M | 1.5% | TRIM −25% |
| 16 | DDOGDATADOG INC | 232,573 | $23M | 1.5% | HOLD |
| 17 | DFSUDIMENSIONAL ETF TRUST | 563,186 | $20M | 1.3% | TRIM −2% |
| 18 | DFSIDIMENSIONAL ETF TRUST | 566,520 | $20M | 1.3% | TRIM −3% |
| 19 | PCORPROCORE TECHNOLOGIES INC | 280,522 | $19M | 1.2% | ADD 26% |
| 20 | DFUSDIMENSIONAL ETF TRUST | 280,530 | $17M | 1.1% | HOLD |
| 21 | DFATDIMENSIONAL ETF TRUST | 283,406 | $15M | 1.0% | HOLD |
| 22 | VOOVANGUARD INDEX FDS | 27,530 | $14M | 0.9% | ADD 3% |
| 23 | UBERUBER TECHNOLOGIES INC | 183,365 | $13M | 0.9% | HOLD |
| 24 | METAMETA PLATFORMS INC | 21,080 | $12M | 0.8% | ADD 3% |
| 25 | VGSRMANAGER DIRECTED PORTFOLIOS | 1,007,618 | $10M | 0.7% | TRIM −5% |
| 26 | MSFTMICROSOFT CORP | 25,609 | $10M | 0.6% | ADD 21% |
| 27 | SPYSTATE STR SPDR S&P 500 ETF T | 14,690 | $8M | 0.5% | HOLD |
| 28 | DTDYNATRACE INC | 164,515 | $8M | 0.5% | HOLD |
| 29 | IQLTISHARES TR | 181,577 | $7M | 0.5% | TRIM −4% |
| 30 | DFSEDIMENSIONAL ETF TRUST | 210,308 | $7M | 0.5% | HOLD |
| 31 | DFAIDIMENSIONAL ETF TRUST | 210,492 | $7M | 0.4% | HOLD |
| 32 | GOOGLALPHABET INC | 39,967 | $6M | 0.4% | HOLD |
| 33 | AMZNAMAZON COM INC | 29,816 | $6M | 0.4% | ADD 11% |
| 34 | VVVANGUARD INDEX FDS | 21,909 | $6M | 0.4% | HOLD |
| 35 | TSLATESLA INC | 18,813 | $5M | 0.3% | ADD 23% |
| 36 | JPMJPMORGAN CHASE & CO | 19,747 | $5M | 0.3% | ADD 2% |
| 37 | DAYFORCE INC | 79,292 | $5M | 0.3% | TRIM −3% |
| 38 | BRK.BBERKSHIRE HATHAWAY INC DEL | 7,590 | $4M | 0.3% | ADD 3% |
| 39 | RLXRLX TECHNOLOGY INC | 2,061,263 | $4M | 0.3% | HOLD |
| 40 | VTIVANGUARD INDEX FDS | 13,717 | $4M | 0.2% | HOLD |
| 41 | RBLXROBLOX CORP | 59,825 | $3M | 0.2% | HOLD |
| 42 | VXUSVANGUARD STAR FDS | 53,613 | $3M | 0.2% | HOLD |
| 43 | ZMZOOM COMMUNICATIONS INC | 44,153 | $3M | 0.2% | ADD 701% |
| 44 | BRK.ABERKSHIRE HATHAWAY INC DEL | 4 | $3M | 0.2% | NEW |
| 45 | VTWOVANGUARD SCOTTSDALE FDS | 39,138 | $3M | 0.2% | ADD 5% |
| 46 | ABNBAIRBNB INC | 26,340 | $3M | 0.2% | TRIM −2% |
| 47 | WFCWELLS FARGO CO NEW | 43,279 | $3M | 0.2% | HOLD |
| 48 | BABAALIBABA GROUP HLDG LTD | 23,104 | $3M | 0.2% | TRIM −46% |
| 49 | IWMISHARES TR | 15,053 | $3M | 0.2% | HOLD |
| 50 | DFIVDIMENSIONAL ETF TRUST | 72,093 | $3M | 0.2% | HOLD |
| 51 | NOWSERVICENOW INC | 3,458 | $3M | 0.2% | HOLD |
| 52 | QUALISHARES TR | 15,746 | $3M | 0.2% | TRIM −29% |
| 53 | BIVVANGUARD BD INDEX FDS | 33,673 | $3M | 0.2% | ADD 4% |
| 54 | VOOGVANGUARD ADMIRAL FDS INC | 7,604 | $3M | 0.2% | HOLD |
| 55 | VTVANGUARD INTL EQUITY INDEX F | 21,074 | $2M | 0.2% | HOLD |
| 56 | AXPAMERICAN EXPRESS CO | 8,780 | $2M | 0.2% | HOLD |
| 57 | QQQINVESCO QQQ TR | 4,923 | $2M | 0.2% | HOLD |
| 58 | JNJJOHNSON & JOHNSON | 13,487 | $2M | 0.1% | HOLD |
| 59 | SPLVINVESCO EXCH TRADED FD TR II | 29,808 | $2M | 0.1% | TRIM −10% |
| 60 | CRWDCROWDSTRIKE HLDGS INC | 6,281 | $2M | 0.1% | TRIM −17% |
| 61 | IWDISHARES TR | 10,795 | $2M | 0.1% | ADD 14% |
| 62 | DFAEDIMENSIONAL ETF TRUST | 74,190 | $2M | 0.1% | TRIM −6% |
| 63 | VNQVANGUARD INDEX FDS | 21,019 | $2M | 0.1% | TRIM −5% |
| 64 | LYFTLYFT INC | 154,044 | $2M | 0.1% | HOLD |
| 65 | BSVVANGUARD BD INDEX FDS | 22,874 | $2M | 0.1% | HOLD |
| 66 | DFUVDIMENSIONAL ETF TRUST | 41,280 | $2M | 0.1% | TRIM −5% |
| 67 | DVYISHARES TR | 12,630 | $2M | 0.1% | HOLD |
| 68 | IWBISHARES TR | 4,991 | $2M | 0.1% | HOLD |
| 69 | VVISA INC | 4,188 | $1M | 0.1% | ADD 4% |
| 70 | SCHXSCHWAB U.S. LARGE-CAP ETF | 66,265 | $1M | 0.1% | HOLD |
| 71 | SPOTSPOTIFY TECHNOLOGY S A | 2,635 | $1M | 0.1% | HOLD |
| 72 | INTUINTUIT | 2,256 | $1M | 0.1% | HOLD |
| 73 | LSPDLIGHTSPEED COMMERCE INC | 158,131 | $1M | 0.1% | HOLD |
| 74 | VOVANGUARD INDEX FDS | 5,140 | $1M | 0.1% | TRIM −20% |
| 75 | MAMASTERCARD INCORPORATED | 2,399 | $1M | 0.1% | HOLD |
| 76 | IWFISHARES TR | 3,568 | $1M | 0.1% | ADD 22% |
| 77 | MDBMONGODB INC | 7,302 | $1M | 0.1% | HOLD |
| 78 | NFLXNETFLIX INC | 1,341 | $1M | 0.1% | ADD 6% |
| 79 | FBTCFIDELITY WISE ORIGIN BITCOIN | 17,252 | $1M | 0.1% | HOLD |
| 80 | VBVANGUARD INDEX FDS | 5,579 | $1M | 0.1% | HOLD |
| 81 | PGPROCTER AND GAMBLE CO | 7,236 | $1M | 0.1% | HOLD |
| 82 | RTXRTX CORPORATION | 8,452 | $1M | 0.1% | HOLD |
| 83 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,654 | $1M | 0.1% | TRIM −10% |
| 84 | VEAVANGUARD TAX-MANAGED FDS | 21,709 | $1M | 0.1% | HOLD |
| 85 | CVXCHEVRON CORP NEW | 6,377 | $1M | 0.1% | ADD 23% |
| 86 | KOCOCA COLA CO | 14,804 | $1M | 0.1% | ADD 5% |
| 87 | BOXXEA SERIES TRUST | 9,466 | $1M | 0.1% | HOLD |
| 88 | LLYELI LILLY & CO | 1,270 | $1M | 0.1% | ADD 12% |
| 89 | SDYSPDR SER TR | 7,092 | $962,243 | 0.1% | HOLD |
| 90 | COSTCOSTCO WHSL CORP NEW | 996 | $941,785 | 0.1% | ADD 3% |
| 91 | HDHOME DEPOT INC | 2,536 | $929,363 | 0.1% | HOLD |
| 92 | VXFVANGUARD INDEX FDS | 5,310 | $914,701 | 0.1% | HOLD |
| 93 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,642 | $875,974 | 0.1% | HOLD |
| 94 | AMDADVANCED MICRO DEVICES INC | 8,445 | $867,607 | 0.1% | TRIM −6% |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 10,121 | $854,239 | 0.1% | TRIM −33% |
| 96 | IVVISHARES TR | 1,501 | $843,412 | 0.1% | HOLD |
| 97 | WMTWALMART INC | 9,094 | $798,375 | 0.1% | ADD 7% |
| 98 | XOMEXXON MOBIL CORP | 6,599 | $784,876 | 0.1% | ADD 11% |
| 99 | UNHUNITEDHEALTH GROUP INC | 1,470 | $770,173 | 0.1% | ADD 21% |
| 100 | TWLOTWILIO INC | 7,829 | $766,503 | 0.1% | HOLD |
| 101 | GLDMWORLD GOLD TR | 12,000 | $742,680 | 0.0% | HOLD |
| 102 | TXNTEXAS INSTRS INC | 4,121 | $740,495 | 0.0% | ADD 4% |
| 103 | AVGOBROADCOM INC | 4,317 | $722,837 | 0.0% | ADD 41% |
| 104 | IEFAISHARES TR | 9,539 | $721,625 | 0.0% | HOLD |
| 105 | MRSHMARSH & MCLENNAN COS INC | 2,864 | $698,889 | 0.0% | HOLD |
| 106 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 27,808 | $696,315 | 0.0% | HOLD |
| 107 | VWOVANGUARD INTL EQUITY INDEX F | 15,273 | $691,248 | 0.0% | HOLD |
| 108 | SGOVISHARES TR | 6,862 | $690,798 | 0.0% | NEW |
| 109 | VUGVANGUARD INDEX FDS | 1,825 | $676,845 | 0.0% | ADD 51% |
| 110 | VRTXVERTEX PHARMACEUTICALS INC | 1,380 | $669,032 | 0.0% | ADD 2% |
| 111 | ABBVABBVIE INC | 3,182 | $666,640 | 0.0% | ADD 15% |
| 112 | MRKMERCK & CO INC | 7,320 | $657,022 | 0.0% | TRIM −8% |
| 113 | MGKVanguard Mega Cap Growth ETF | 2,062 | $636,911 | 0.0% | HOLD |
| 114 | CRMSALESFORCE INC | 2,351 | $630,969 | 0.0% | TRIM −21% |
| 115 | ORLYOREILLY AUTOMOTIVE INC | 425 | $608,847 | 0.0% | HOLD |
| 116 | ABTABBOTT LABS | 4,380 | $581,037 | 0.0% | ADD 3% |
| 117 | MCKMCKESSON CORP | 856 | $576,040 | 0.0% | ADD 3% |
| 118 | LMTLOCKHEED MARTIN CORP | 1,261 | $563,301 | 0.0% | TRIM −2% |
| 119 | AFLAFLAC INC | 5,044 | $560,842 | 0.0% | TRIM −16% |
| 120 | FISVFISERV INC | 2,490 | $549,867 | 0.0% | ADD 2% |
| 121 | ITOTISHARES TR | 4,360 | $531,964 | 0.0% | HOLD |
| 122 | CSCOCISCO SYS INC | 8,152 | $503,088 | 0.0% | HOLD |
| 123 | IWRISHARES TR | 5,881 | $500,324 | 0.0% | HOLD |
| 124 | PEPPEPSICO INC | 3,232 | $484,671 | 0.0% | ADD 11% |
| 125 | CARTMAPLEBEAR INC | 12,019 | $479,438 | 0.0% | HOLD |
| 126 | VYMVANGUARD WHITEHALL FDS | 3,707 | $478,055 | 0.0% | ADD 118% |
| 127 | SNAPSNAP INC | 54,571 | $475,313 | 0.0% | HOLD |
| 128 | IWPISHARES TR | 4,000 | $469,960 | 0.0% | HOLD |
| 129 | SANBANCO SANTANDER S.A. | 69,738 | $467,245 | 0.0% | ADD 5% |
| 130 | SCZISHARES TR | 7,346 | $466,691 | 0.0% | HOLD |
| 131 | SYKSTRYKER CORPORATION | 1,215 | $452,258 | 0.0% | ADD 52% |
| 132 | BRBROADRIDGE FINL SOLUTIONS IN | 1,857 | $450,248 | 0.0% | HOLD |
| 133 | MUBISHARES TR | 4,238 | $446,855 | 0.0% | TRIM −2% |
| 134 | NKENIKE INC | 6,988 | $443,581 | 0.0% | TRIM −14% |
| 135 | CMFISHARES TR | 7,845 | $441,517 | 0.0% | TRIM −36% |
| 136 | WDAYWORKDAY INC | 1,880 | $439,074 | 0.0% | TRIM −2% |
| 137 | IJRISHARES TR | 4,101 | $428,842 | 0.0% | HOLD |
| 138 | TJXTJX COS INC NEW | 3,506 | $427,028 | 0.0% | ADD 2% |
| 139 | BABOEING CO | 2,475 | $422,111 | 0.0% | ADD 3% |
| 140 | IBMINTERNATIONAL BUSINESS MACHS | 1,663 | $413,450 | 0.0% | ADD 8% |
| 141 | EEMISHARES TR | 9,449 | $412,921 | 0.0% | HOLD |
| 142 | HOODROBINHOOD MKTS INC | 9,789 | $407,418 | 0.0% | HOLD |
| 143 | NVSNOVARTIS AG | 3,620 | $403,558 | 0.0% | ADD 41% |
| 144 | ESGDISHARES TR | 4,935 | $403,140 | 0.0% | HOLD |
| 145 | PINSPINTEREST INC | 12,939 | $401,109 | 0.0% | ADD 11% |
| 146 | DHRDANAHER CORP DEL | 1,953 | $400,358 | 0.0% | ADD 11% |
| 147 | BSXBOSTON SCIENTIFIC CORP | 3,859 | $389,278 | 0.0% | ADD 3% |
| 148 | PAYXPAYCHEX INC | 2,443 | $376,908 | 0.0% | ADD 2% |
| 149 | ASMLASML HOLDING N V | 564 | $373,723 | 0.0% | TRIM −2% |
| 150 | SCHFSCHWAB STRATEGIC TR | 18,850 | $372,854 | 0.0% | HOLD |
| 151 | AMGNAMGEN INC | 1,193 | $371,813 | 0.0% | ADD 18% |
| 152 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,784 | $369,734 | 0.0% | ADD 3% |
| 153 | GWWWW GRAINGER INC | 370 | $365,500 | 0.0% | HOLD |
| 154 | CLCOLGATE PALMOLIVE CO | 3,871 | $362,753 | 0.0% | ADD 29% |
| 155 | VGTVANGUARD WORLD FD | 669 | $362,642 | 0.0% | ADD 2% |
| 156 | AMATAPPLIED MATLS INC | 2,464 | $357,599 | 0.0% | TRIM −16% |
| 157 | BACBANK AMERICA CORP | 8,456 | $352,882 | 0.0% | ADD 6% |
| 158 | ACNACCENTURE PLC IRELAND | 1,116 | $348,087 | 0.0% | TRIM −17% |
| 159 | TROWPRICE T ROWE GROUP INC | 3,716 | $341,344 | 0.0% | TRIM −4% |
| 160 | IBNICICI BANK LIMITED | 10,805 | $340,574 | 0.0% | ADD 14% |
| 161 | NUSCNUSHARES ETF TR | 8,824 | $338,312 | 0.0% | HOLD |
| 162 | USBUS BANCORP | 7,992 | $337,424 | 0.0% | HOLD |
| 163 | SHELSHELL PLC | 4,512 | $330,639 | 0.0% | ADD 25% |
| 164 | SCHASCHWAB STRATEGIC TR | 14,048 | $329,145 | 0.0% | ADD 2% |
| 165 | MCOMOODYS CORP | 706 | $328,942 | 0.0% | ADD 3% |
| 166 | VRSKVERISK ANALYTICS INC | 1,078 | $320,834 | 0.0% | ADD 5% |
| 167 | AGGISHARES TR | 3,200 | $316,544 | 0.0% | ADD 45% |
| 168 | TAT&T INC | 11,030 | $311,938 | 0.0% | ADD 9% |
| 169 | CATCATERPILLAR INC | 943 | $311,001 | 0.0% | ADD 6% |
| 170 | MSAMSA SAFETY INC | 2,081 | $305,262 | 0.0% | HOLD |
| 171 | IUSGISHARES TR | 2,401 | $305,119 | 0.0% | HOLD |
| 172 | MCDMCDONALDS CORP | 969 | $302,788 | 0.0% | ADD 8% |
| 173 | QCOMQUALCOMM INC | 1,968 | $302,372 | 0.0% | ADD 4% |
| 174 | GEGE AEROSPACE | 1,507 | $301,618 | 0.0% | ADD 21% |
| 175 | SPSMSPDR SERIES TRUST | 7,358 | $299,912 | 0.0% | ADD 2% |
| 176 | ADBEADOBE INC | 774 | $296,900 | 0.0% | ADD 4% |
| 177 | GILDGILEAD SCIENCES INC | 2,642 | $296,065 | 0.0% | ADD 6% |
| 178 | HONHONEYWELL INTL INC | 1,394 | $295,186 | 0.0% | HOLD |
| 179 | AMPAMERIPRISE FINL INC | 610 | $295,128 | 0.0% | ADD 4% |
| 180 | IOTSAMSARA INC | 7,626 | $292,305 | 0.0% | HOLD |
| 181 | TMTOYOTA MOTOR CORP | 1,654 | $291,981 | 0.0% | ADD 21% |
| 182 | SPGIS&P GLOBAL INC | 571 | $290,307 | 0.0% | HOLD |
| 183 | VZVERIZON COMMUNICATIONS INC | 6,390 | $289,864 | 0.0% | TRIM −2% |
| 184 | SONYSONY GROUP CORP | 11,348 | $288,126 | 0.0% | ADD 9% |
| 185 | AWKAMERICAN WTR WKS CO INC NEW | 1,944 | $286,781 | 0.0% | ADD 15% |
| 186 | WSMWILLIAMS SONOMA INC | 1,801 | $284,738 | 0.0% | ADD 2% |
| 187 | VIGVANGUARD SPECIALIZED FUNDS | 1,461 | $283,419 | 0.0% | HOLD |
| 188 | VTVVANGUARD INDEX FDS | 1,637 | $282,775 | 0.0% | HOLD |
| 189 | INTCINTEL CORP | 12,414 | $281,920 | 0.0% | NEW |
| 190 | MUMICRON TECHNOLOGY INC | 3,239 | $281,435 | 0.0% | HOLD |
| 191 | TOTALENERGIES SE | 4,210 | $272,345 | 0.0% | ADD 12% |
| 192 | NVONOVO-NORDISK A S | 3,878 | $269,288 | 0.0% | TRIM −27% |
| 193 | PLDPROLOGIS INC. | 2,393 | $267,483 | 0.0% | TRIM −7% |
| 194 | UNPUNION PAC CORP | 1,125 | $265,800 | 0.0% | ADD 3% |
| 195 | PANWPALO ALTO NETWORKS INC | 1,556 | $265,512 | 0.0% | ADD 4% |
| 196 | AOAISHARES TR | 3,443 | $263,390 | 0.0% | NEW |
| 197 | DOCUDOCUSIGN INC | 3,231 | $263,003 | 0.0% | ADD 7% |
| 198 | CCITIGROUP INC | 3,704 | $262,947 | 0.0% | ADD 2% |
| 199 | KRKROGER CO | 3,859 | $261,220 | 0.0% | ADD 8% |
| 200 | PHPARKER-HANNIFIN CORP | 428 | $260,167 | 0.0% | ADD 3% |
Where this firm's principals came from and which firms its alumni went on to found.