CIK 1922879
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.
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 | 97.06% | 137 |
| Technology Hardware & Equipment | 0.47% | 2 |
| Insurance | 0.41% | 1 |
| Utilities | 0.38% | 3 |
| Specialty Retail | 0.36% | 5 |
| Semiconductors & Semiconductor Equipment | 0.25% | 1 |
| Banks | 0.24% | 4 |
| Software | 0.18% | 2 |
| Software & IT Services | 0.17% | 3 |
| Pharmaceuticals & Biotechnology | 0.09% | 2 |
| Aerospace & Defense | 0.07% | 1 |
| Diversified Telecommunication Services | 0.06% | 1 |
| Automobiles & Components | 0.06% | 1 |
| Machinery | 0.05% | 1 |
| Metals & Mining | 0.05% | 1 |
| Oil, Gas & Consumable Fuels | 0.05% | 1 |
| Airlines | 0.04% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | Unclassified | 5.99% |
| 2 | RWL | Invesco S&P 500 Revenue ETF | Unclassified | 5.23% |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | Unclassified | 4.03% |
| 4 | SCHX | SCHWAB U.S. LARGE-CAP ETF | Unclassified | 4.00% |
| 5 | SCHZ | SCHWAB STRATEGIC TR | Unclassified | 3.80% |
| 6 | SCHD | SCHWAB STRATEGIC TR | Unclassified | 3.61% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 3.47% |
| 8 | QQQ | INVESCO QQQ TR | Unclassified | 3.22% |
| 9 | SCHF | SCHWAB STRATEGIC TR | Unclassified | 3.03% |
| 10 | IOO | IShares S&P Global 100 Index ETF | Unclassified | 3.01% |
31/167 names classified · sector 3.0% of weight · industry 2.9% · mkt cap 3.0%; 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: 3.0% of the book is sector-classified (unclassified names shown, never dropped).
Only 2% of book weight classified — the grid is NOT representative of the whole book.
Classified: 2.2% of book weight (26/164 names) · unclassified 97.8%: SPYM, RWL, QQQM, SCHX, SCHZ, SCHD, VEA, QQQ, SCHF, IOO +128 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 | 440,487 | $34M | 6.0% | ADD 97% |
| 2 | RWLInvesco S&P 500 Revenue ETF | 256,235 | $29M | 5.2% | ADD 9% |
| 3 | QQQMINVESCO EXCH TRADED FD TR II | 95,493 | $23M | 4.0% | TRIM −4% |
| 4 | SCHXSCHWAB U.S. LARGE-CAP ETF | 877,990 | $23M | 4.0% | ADD 3% |
| 5 | SCHZSCHWAB STRATEGIC TR | 922,027 | $21M | 3.8% | ADD 4% |
| 6 | SCHDSCHWAB STRATEGIC TR | 661,795 | $20M | 3.6% | HOLD |
| 7 | VEAVANGUARD TAX-MANAGED FDS | 304,707 | $20M | 3.5% | ADD 9% |
| 8 | QQQINVESCO QQQ TR | 31,432 | $18M | 3.2% | NEW |
| 9 | SCHFSCHWAB STRATEGIC TR | 690,140 | $17M | 3.0% | HOLD |
| 10 | IOOIShares S&P Global 100 Index ETF | 139,941 | $17M | 3.0% | ADD 2% |
| 11 | FNDXSCHWAB STRATEGIC TR | 563,449 | $16M | 2.8% | HOLD |
| 12 | VYMVANGUARD WHITEHALL FDS | 97,919 | $15M | 2.6% | ADD 4% |
| 13 | IWYISHARES TR | 50,576 | $13M | 2.2% | ADD 5% |
| 14 | SPYGSPDR SERIES TRUST STATE STREET SPD | 127,927 | $13M | 2.2% | ADD 4% |
| 15 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 425,210 | $12M | 2.2% | ADD 4% |
| 16 | IJHISHARES TR | 173,529 | $12M | 2.1% | TRIM −6% |
| 17 | FNDFSCHWAB STRATEGIC TR | 202,410 | $10M | 1.8% | HOLD |
| 18 | IJRISHARES TR | 73,631 | $9M | 1.6% | HOLD |
| 19 | AGGISHARES TR | 91,468 | $9M | 1.6% | ADD 62% |
| 20 | PAAAPGIM ETF TR | 174,110 | $9M | 1.6% | ADD 322% |
| 21 | IEFAISHARES TR | 97,002 | $9M | 1.6% | ADD 3% |
| 22 | BONDPIMCO ETF TR | 94,582 | $9M | 1.6% | ADD 31% |
| 23 | EVTRMORGAN STANLEY ETF TRUST | 151,261 | $8M | 1.4% | ADD 40% |
| 24 | GTOINVESCO ACTIVELY MANAGED EXC | 153,183 | $7M | 1.3% | ADD 28% |
| 25 | OMFLInvesco Russell 1000 Dynamic Multi ETF | 109,695 | $7M | 1.2% | TRIM −15% |
| 26 | SCHCSCHWAB STRATEGIC TR | 119,066 | $6M | 1.0% | HOLD |
| 27 | SCHHSCHWAB STRATEGIC TR | 248,316 | $5M | 0.9% | ADD 2% |
| 28 | JEPIJPMorgan Equity Premium Income ETF | 91,392 | $5M | 0.9% | HOLD |
| 29 | SCHASCHWAB STRATEGIC TR | 166,586 | $5M | 0.9% | HOLD |
| 30 | FALNISHARES TR | 171,094 | $5M | 0.8% | TRIM −4% |
| 31 | IEMGISHARES INC | 63,594 | $4M | 0.8% | ADD 3% |
| 32 | XLGINVESCO EXCHANGE TRADED FD T | 73,156 | $4M | 0.7% | TRIM −55% |
| 33 | IMFLINVESCO EXCH TRD SLF IDX FD | 124,979 | $4M | 0.7% | TRIM −12% |
| 34 | SCHESCHWAB STRATEGIC TR | 119,799 | $4M | 0.7% | HOLD |
| 35 | FVDFIRST TR EXCHANGE-TRADED FD | 83,555 | $4M | 0.7% | ADD 15% |
| 36 | IFLNINVESCO EXCH TRADED FD TR II | 208,514 | $4M | 0.7% | TRIM −30% |
| 37 | XLFSELECT SECTOR SPDR TR | 75,087 | $4M | 0.7% | TRIM −4% |
| 38 | BKLNINVESCO EXCH TRADED FD TR II | 177,183 | $4M | 0.6% | TRIM −11% |
| 39 | FIRST TR EXCH TRADED FD III | 202,059 | $4M | 0.6% | NEW |
| 40 | FTLSFIRST TR EXCH TRADED FD III | 47,831 | $3M | 0.6% | ADD 10% |
| 41 | RDVYFIRST TR EXCHANGE TRADED FD | 49,079 | $3M | 0.6% | HOLD |
| 42 | ICLOINVESCO ACTIVELY MANAGED EXC | 127,462 | $3M | 0.6% | HOLD |
| 43 | HUSVFIRST TR EXCH TRADED FD III | 79,465 | $3M | 0.5% | ADD 13% |
| 44 | AVEMAMERICAN CENTY ETF TR | 36,612 | $3M | 0.5% | NEW |
| 45 | IVWISHARES TR | 25,906 | $3M | 0.5% | TRIM −7% |
| 46 | JPSTJ P MORGAN EXCHANGE TRADED F | 57,280 | $3M | 0.5% | ADD 388% |
| 47 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 117,799 | $3M | 0.5% | ADD 6% |
| 48 | INVESCO EXCH TRADED FD TR II | 103,877 | $3M | 0.5% | NEW |
| 49 | FNDASCHWAB STRATEGIC TR | 86,235 | $3M | 0.5% | HOLD |
| 50 | VRIGINVESCO ACTIVELY MANAGED EXC | 109,011 | $3M | 0.5% | ADD 503% |
| 51 | FNDESCHWAB STRATEGIC TR | 70,250 | $3M | 0.5% | HOLD |
| 52 | VTIPVANGUARD MALVERN FDS | 48,812 | $2M | 0.4% | TRIM −7% |
| 53 | PHDGINVESCO ACTIVELY MANAGED EXC | 63,702 | $2M | 0.4% | TRIM −25% |
| 54 | XLESELECT SECTOR SPDR TR | 39,181 | $2M | 0.4% | TRIM −8% |
| 55 | JXNJACKSON FINANCIAL INC | 21,835 | $2M | 0.4% | HOLD |
| 56 | AAPLAPPLE INC | 8,827 | $2M | 0.4% | ADD 14% |
| 57 | BUFRFIRST TR EXCHNG TRADED FD VI | 63,387 | $2M | 0.4% | ADD 18% |
| 58 | GRPMINVESCO EXCHANGE TRADED FD T | 18,072 | $2M | 0.4% | TRIM −36% |
| 59 | IQDYFLEXSHARES TR | 53,867 | $2M | 0.4% | TRIM −7% |
| 60 | CGBLCAPITAL GROUP CORE BALANCED | 56,599 | $2M | 0.3% | ADD 272% |
| 61 | JMEEJPMorgan Market Expansion Enh Eq - ETF | 28,071 | $2M | 0.3% | ADD 34% |
| 62 | MLPAGLOBAL X FDS | 33,941 | $2M | 0.3% | ADD 24% |
| 63 | XLVSELECT SECTOR SPDR TR | 11,780 | $2M | 0.3% | TRIM −8% |
| 64 | MEARISHARES U S ETF TR | 33,078 | $2M | 0.3% | NEW |
| 65 | EVSMMORGAN STANLEY ETF TRUST | 32,598 | $2M | 0.3% | NEW |
| 66 | IWRISHARES TR | 16,405 | $2M | 0.3% | TRIM −10% |
| 67 | XLUSELECT SECTOR SPDR TR | 34,235 | $2M | 0.3% | TRIM −13% |
| 68 | VIGVANGUARD SPECIALIZED FUNDS | 7,260 | $2M | 0.3% | TRIM −23% |
| 69 | SPYSTATE STR SPDR S&P 500 ETF T | 2,398 | $2M | 0.3% | HOLD |
| 70 | FNDCSCHWAB STRATEGIC TR | 32,843 | $2M | 0.3% | HOLD |
| 71 | FXUFIRST TR EXCHANGE TRADED FD | 29,458 | $1M | 0.3% | TRIM −3% |
| 72 | VOOVANGUARD INDEX FDS | 2,394 | $1M | 0.3% | TRIM −7% |
| 73 | NVDANVIDIA CORPORATION | 8,059 | $1M | 0.2% | TRIM −12% |
| 74 | VTEBVANGUARD MUN BD FDS | 26,574 | $1M | 0.2% | NEW |
| 75 | FTSLFIRST TR EXCHANGE-TRADED FD | 28,969 | $1M | 0.2% | TRIM −7% |
| 76 | WTMFWISDOMTREE TR | 31,486 | $1M | 0.2% | ADD 2% |
| 77 | JAAAJANUS DETROIT STR TR | 20,591 | $1M | 0.2% | TRIM −55% |
| 78 | FTCBFIRST TR EXCHANGE-TRADED FD | 48,645 | $1M | 0.2% | ADD 42% |
| 79 | VSSVANGUARD INTL EQUITY INDEX F | 6,925 | $1M | 0.2% | TRIM −41% |
| 80 | IVVISHARES TR | 1,500 | $979,932 | 0.2% | TRIM −19% |
| 81 | FPXIFIRST TR EXCHANGE TRADED FD | 15,494 | $956,697 | 0.2% | TRIM −7% |
| 82 | IWLIShares - Russell 200 Index ETF | 5,955 | $955,721 | 0.2% | TRIM −5% |
| 83 | EPDENTERPRISE PRODS PARTNERS L | 25,008 | $946,291 | 0.2% | HOLD |
| 84 | MLPXGLOBAL X FDS | 12,763 | $943,697 | 0.2% | ADD 10% |
| 85 | DIASPDR DOW JONES INDL AVERAGE | 2,023 | $937,249 | 0.2% | TRIM −14% |
| 86 | FDLOFIDELITY COVINGTON TRUST | 14,232 | $919,243 | 0.2% | TRIM −11% |
| 87 | XSVMINVESCO EXCHANGE TRADED FD T | 15,135 | $912,029 | 0.2% | TRIM −6% |
| 88 | XLPSELECT SECTOR SPDR TR | 11,043 | $905,301 | 0.2% | ADD 41% |
| 89 | AMZNAMAZON COM INC | 4,255 | $886,189 | 0.2% | HOLD |
| 90 | CGCPCAPITAL GRP FIXED INCM ETF T | 38,711 | $864,812 | 0.2% | ADD 8% |
| 91 | RDVIFT Vest. Ris. Div. Ach. Trg. Inc. ETF | 33,640 | $859,494 | 0.2% | ADD 27% |
| 92 | ETENERGY TRANSFER L P | 44,496 | $858,765 | 0.2% | HOLD |
| 93 | JEPQJ P MORGAN EXCHANGE TRADED F | 14,778 | $820,452 | 0.1% | TRIM −13% |
| 94 | ETHAISHARES ETHEREUM TR | 51,748 | $819,171 | 0.1% | HOLD |
| 95 | SCHPSCHWAB STRATEGIC TR | 29,200 | $777,022 | 0.1% | ADD 3% |
| 96 | TDIVFIRST TR EXCHANGE TRADED FD | 8,263 | $773,950 | 0.1% | ADD 9% |
| 97 | SCYBSCHWAB STRATEGIC TR | 29,045 | $755,162 | 0.1% | ADD 8% |
| 98 | BIVVANGUARD BD INDEX FDS | 9,641 | $744,086 | 0.1% | TRIM −8% |
| 99 | SCMBSCHWAB STRATEGIC TR | 25,655 | $653,688 | 0.1% | ADD 48% |
| 100 | XLRESELECT SECTOR SPDR TR | 15,727 | $642,128 | 0.1% | TRIM −3% |
| 101 | FTGCFIRST TR EXCHANGE TRAD FD VI | 22,042 | $632,813 | 0.1% | TRIM −2% |
| 102 | MSFTMICROSOFT CORP | 1,682 | $622,650 | 0.1% | ADD 20% |
| 103 | IWFISHARES TR | 1,421 | $605,996 | 0.1% | TRIM −13% |
| 104 | VNQVANGUARD INDEX FDS | 6,785 | $601,853 | 0.1% | TRIM −10% |
| 105 | VTVVANGUARD INDEX FDS | 2,913 | $571,602 | 0.1% | ADD 4% |
| 106 | BYLDISHARES TR | 23,066 | $519,670 | 0.1% | HOLD |
| 107 | MUBISHARES TR | 4,697 | $498,569 | 0.1% | HOLD |
| 108 | ASCIABRDN INTERNATIONAL SMALL CAP ACTIVE ETF | 14,893 | $494,493 | 0.1% | HOLD |
| 109 | SPYVSPDR SERIES TRUST | 8,683 | $491,279 | 0.1% | TRIM −91% |
| 110 | QUALISHARES TR | 2,542 | $487,644 | 0.1% | ADD 7% |
| 111 | VNLAJANUS DETROIT STR TR | 9,707 | $474,266 | 0.1% | TRIM −9% |
| 112 | INCMFRANKLIN TEMPLETON ETF TR | 16,365 | $470,496 | 0.1% | HOLD |
| 113 | IMCGISHARES TR | 5,955 | $469,075 | 0.1% | TRIM −7% |
| 114 | JPMJPMORGAN CHASE & CO | 1,561 | $459,168 | 0.1% | ADD 14% |
| 115 | SCHISCHWAB STRATEGIC TR | 19,862 | $450,465 | 0.1% | ADD 4% |
| 116 | CCITIGROUP INC | 3,908 | $443,207 | 0.1% | ADD 3% |
| 117 | ISCGISHARES TR | 8,054 | $441,347 | 0.1% | TRIM −7% |
| 118 | FTSDFRANKLIN ETF TR | 4,836 | $439,026 | 0.1% | NEW |
| 119 | XLKSELECT SECTOR SPDR TR | 3,298 | $438,336 | 0.1% | HOLD |
| 120 | BRK.BBERKSHIRE HATHAWAY INC DEL | 892 | $427,446 | 0.1% | HOLD |
| 121 | FIIGFIRST TR EXCHANGE-TRADED FD | 20,581 | $427,056 | 0.1% | ADD 6% |
| 122 | FDLFirst Trust Morningstar Div Leaders ETF | 8,392 | $426,332 | 0.1% | NEW |
| 123 | FTAFIRST TR EXCHANGE-TRADED ALP | 4,513 | $416,796 | 0.1% | TRIM −19% |
| 124 | PLTRPALANTIR TECHNOLOGIES INC | 2,816 | $411,924 | 0.1% | ADD 23% |
| 125 | FTGSFIRST TR EXCHANGE-TRADED FD | 11,994 | $408,336 | 0.1% | TRIM −20% |
| 126 | AFLGFIRST TR EXCHNG TRADED FD VI | 10,482 | $404,355 | 0.1% | TRIM −11% |
| 127 | GOOGLALPHABET INC | 1,392 | $400,258 | 0.1% | ADD 30% |
| 128 | TTTRANE TECHNOLOGIES PLC | 938 | $390,902 | 0.1% | HOLD |
| 129 | BABOEING CO | 1,886 | $375,371 | 0.1% | HOLD |
| 130 | TGTTARGET CORP | 3,042 | $368,662 | 0.1% | ADD 22% |
| 131 | TAT&T INC | 12,474 | $361,622 | 0.1% | HOLD |
| 132 | HNDLSTRATEGY SHS | 16,298 | $355,954 | 0.1% | TRIM −3% |
| 133 | ILCBISHARES TR | 3,953 | $355,228 | 0.1% | HOLD |
| 134 | GOOGALPHABET INC | 1,219 | $349,727 | 0.1% | ADD 3% |
| 135 | COSTCOSTCO WHSL CORP NEW | 346 | $344,366 | 0.1% | TRIM −4% |
| 136 | VWOVANGUARD INTL EQUITY INDEX F | 6,185 | $334,324 | 0.1% | TRIM −89% |
| 137 | TSLATESLA INC | 891 | $331,229 | 0.1% | ADD 25% |
| 138 | DTEDTE ENERGY CO | 2,207 | $322,696 | 0.1% | HOLD |
| 139 | FDTFIRST TR EXCH TRD ALPHDX FD | 3,628 | $315,389 | 0.1% | TRIM −9% |
| 140 | FIXDFIRST TR EXCHNG TRADED FD VI | 6,786 | $295,813 | 0.1% | ADD 10% |
| 141 | FMFFIRST TR EXCHANGE-TRADED FD | 5,803 | $293,724 | 0.1% | ADD 5% |
| 142 | PCYINVESCO EXCH TRADED FD TR II | 13,989 | $292,369 | 0.1% | TRIM −22% |
| 143 | SCHRSCHWAB STRATEGIC TR | 11,589 | $288,678 | 0.1% | ADD 4% |
| 144 | GLDMWORLD GOLD TR | 3,110 | $288,266 | 0.1% | ADD 7% |
| 145 | CATCATERPILLAR INC | 398 | $282,234 | 0.1% | ADD 8% |
| 146 | FTHIFIRST TR EXCHANGE TRADED FD | 12,186 | $279,662 | 0.0% | NEW |
| 147 | JNJJOHNSON & JOHNSON | 1,140 | $278,625 | 0.0% | ADD 15% |
| 148 | RIORIO TINTO PLC | 2,893 | $269,919 | 0.0% | HOLD |
| 149 | FIVAFIDELITY COVINGTON TRUST | 7,626 | $265,461 | 0.0% | ADD 23% |
| 150 | DIVOAMPLIFY ETF TR | 5,776 | $259,039 | 0.0% | HOLD |
| 151 | DVNDEVON ENERGY CORP NEW | 5,138 | $258,557 | 0.0% | NEW |
| 152 | COFCAPITAL ONE FINL CORP | 1,397 | $254,830 | 0.0% | ADD 6% |
| 153 | DALDELTA AIR LINES INC | 3,748 | $249,161 | 0.0% | HOLD |
| 154 | UCONFIRST TR EXCHNG TRADED FD VI | 9,486 | $234,957 | 0.0% | TRIM −7% |
| 155 | PFEPFIZER INC | 8,284 | $232,621 | 0.0% | NEW |
| 156 | HDHOME DEPOT INC | 707 | $232,596 | 0.0% | ADD 14% |
| 157 | FIRST TR EXCHANGE-TRADED FD | 993 | $232,401 | 0.0% | NEW |
| 158 | FIRST TR EXCHANGE-TRADED FD | 2,498 | $231,725 | 0.0% | NEW |
| 159 | METAMETA PLATFORMS INC | 385 | $220,154 | 0.0% | NEW |
| 160 | CASYCASEYS GEN STORES INC | 300 | $218,358 | 0.0% | NEW |
| 161 | WFCWELLS FARGO CO NEW | 2,721 | $216,592 | 0.0% | ADD 8% |
| 162 | YDECFT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - DECEMBER | 8,023 | $211,005 | 0.0% | HOLD |
| 163 | GLTRABRDN PRECIOUS METALS BASKET | 962 | $210,409 | 0.0% | NEW |
| 164 | FIDFIRST TR EXCHANGE TRADED FD | 9,746 | $204,125 | 0.0% | NEW |
| 165 | QTECFIRST TR EXCHANGE-TRADED FD | 937 | $202,421 | 0.0% | TRIM −28% |
| 166 | FEPFIRST TR EXCH TRD ALPHDX FD | 3,692 | $201,610 | 0.0% | NEW |
| 167 | VBKVANGUARD INDEX FDS | 665 | $201,017 | 0.0% | TRIM −4% |
| Security | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| SPYMSPDR SERIES TRUST | 38K | 42K | 119K | 188K | 224K | 440K | $34M |
| RWLInvesco S&P 500 Revenue ETF | — | — | 65K | 139K | 236K | 256K | $29M |
| QQQMINVESCO EXCH TRADED FD TR II | 56K | 53K | 435K | 98K | 99K | 95K | $23M |
| SCHXSCHWAB U.S. LARGE-CAP ETF | 615K | 669K | 749K | 811K | 849K | 878K | $23M |
| SCHZSCHWAB STRATEGIC TR | 624K | 677K | 760K | 840K | 883K | 922K | $21M |
| SCHDSCHWAB STRATEGIC TR | 868K | 737K | 741K | 659K | 672K | 662K | $20M |
| VEAVANGUARD TAX-MANAGED FDS | 223K | 323K | 243K | 262K | 281K | 305K | $20M |
| QQQINVESCO QQQ TR | 38K | 34K | 33K | 31K | — | 31K | $18M |
| SCHFSCHWAB STRATEGIC TR | 512K | 557K | 598K | 643K | 682K | 690K | $17M |
| IOOIShares S&P Global 100 Index ETF | 145K | 126K | 137K | 132K | 137K | 140K | $17M |
| FNDXSCHWAB STRATEGIC TR | 390K | 425K | 477K | 525K | 553K | 563K | $16M |
| VYMVANGUARD WHITEHALL FDS | 87K | 81K | 93K | 89K | 94K | 98K | $15M |
| IWYISHARES TR | 45K | 44K | 45K | 45K | 48K | 51K | $13M |
| SPYGSPDR SERIES TRUST STATE STREET SPD | 113K | 97K | 126K | 118K | 123K | 128K | $13M |
| SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 302K | 329K | 369K | 392K | 409K | 425K | $12M |
Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Where this firm's principals came from and which firms its alumni went on to found.
