CIK 2030974
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 | 89.57% | 139 |
| Pharmaceuticals & Biotechnology | 1.39% | 9 |
| Health Care Equipment & Supplies | 1.12% | 8 |
| Utilities | 1.02% | 6 |
| Software | 0.86% | 8 |
| Oil, Gas & Consumable Fuels | 0.73% | 8 |
| Banks | 0.72% | 6 |
| Technology Hardware & Equipment | 0.64% | 8 |
| Automobiles & Components | 0.51% | 1 |
| Hotels, Restaurants & Leisure | 0.36% | 4 |
| Specialty Retail | 0.36% | 9 |
| Construction & Engineering | 0.33% | 4 |
| Semiconductors & Semiconductor Equipment | 0.27% | 7 |
| Machinery | 0.26% | 4 |
| Chemicals | 0.24% | 3 |
| Beverages | 0.24% | 4 |
| Food Products | 0.22% | 2 |
| Health Care Providers & Services | 0.21% | 1 |
| Commercial Services & Supplies | 0.18% | 5 |
| Software & IT Services | 0.16% | 7 |
| Entertainment | 0.14% | 1 |
| Road & Rail | 0.12% | 2 |
| Media & Entertainment | 0.07% | 6 |
| Insurance | 0.05% | 5 |
| Aerospace & Defense | 0.05% | 3 |
| Capital Markets | 0.05% | 6 |
| Equity Real Estate Investment Trusts (REITs) | 0.04% | 2 |
| Real Estate Management & Development | 0.03% | 2 |
| Metals & Mining | 0.02% | 3 |
| Airlines | 0.02% | 2 |
| Transportation Infrastructure | 0.02% | 1 |
| Electrical Equipment & Components | 0.01% | 3 |
| Construction Materials | 0.01% | 2 |
| Distributors | 0.00% | 1 |
| Diversified Telecommunication Services | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | Unclassified | 10.66% |
| 2 | SCHF | SCHWAB STRATEGIC TR | Unclassified | 8.75% |
| 3 | GSLC | GOLDMAN SACHS ETF TR | Unclassified | 7.53% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 5.31% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | Unclassified | 4.88% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | Unclassified | 4.72% |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | Unclassified | 4.41% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | Unclassified | 4.30% |
| 9 | GSIE | Goldman Sachs ActiveBeta Int'l Eq ETF | Unclassified | 3.75% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | Unclassified | 3.39% |
145/283 names classified · sector 10.6% of weight · industry 10.4% · mkt cap 10.5%; 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: 10.6% of the book is sector-classified (unclassified names shown, never dropped).
Only 9% of book weight classified — the grid is NOT representative of the whole book.
Classified: 9.1% of book weight (116/282 names) · unclassified 90.9%: VTI, SCHF, GSLC, VEA, DFCF, VGIT, VGSH, VWO, GSIE, DFAT +156 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 | VTIVANGUARD INDEX FDS | 87,084 | $26M | 10.7% | ADD 16% |
| 2 | SCHFSCHWAB STRATEGIC TR | 983,068 | $22M | 8.7% | ADD 2527% |
| 3 | GSLCGOLDMAN SACHS ETF TR | 154,010 | $19M | 7.5% | ADD 14% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 231,331 | $13M | 5.3% | TRIM −9% |
| 5 | DFCFDIMENSIONAL ETF TRUST | 286,492 | $12M | 4.9% | ADD 6% |
| 6 | VGITVANGUARD SCOTTSDALE FDS | 195,933 | $12M | 4.7% | ADD 3% |
| 7 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 186,324 | $11M | 4.4% | HOLD |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 216,073 | $11M | 4.3% | ADD 6% |
| 9 | GSIEGoldman Sachs ActiveBeta Int'l Eq ETF | 234,753 | $9M | 3.7% | TRIM −9% |
| 10 | DFATDIMENSIONAL ETF TRUST | 156,124 | $8M | 3.4% | ADD 30% |
| 11 | AVLVAMERICAN CENTY ETF TR | 121,268 | $8M | 3.3% | ADD 35% |
| 12 | DFIVDIMENSIONAL ETF TRUST | 161,903 | $7M | 2.8% | TRIM −3% |
| 13 | DFGPDIMENSIONAL ETF TRUST | 97,076 | $5M | 2.1% | ADD 114% |
| 14 | SCHPSCHWAB STRATEGIC TR | 178,027 | $5M | 1.9% | ADD 38% |
| 15 | VCRBVANGUARD MALVERN FDS | 59,200 | $5M | 1.8% | ADD 116% |
| 16 | AVEMAMERICAN CENTY ETF TR | 66,939 | $5M | 1.8% | ADD 13% |
| 17 | AVDVAMERICAN CENTY ETF TR | 53,133 | $4M | 1.7% | TRIM −3% |
| 18 | ITOTISHARES TR | 24,216 | $3M | 1.3% | ADD 6% |
| 19 | IEFAISHARES TR | 32,535 | $3M | 1.1% | TRIM −5% |
| 20 | BRK.ABERKSHIRE HATHAWAY INC DEL | 3 | $2M | 0.9% | HOLD |
| 21 | FNDXSCHWAB STRATEGIC TR | 85,987 | $2M | 0.8% | HOLD |
| 22 | VGLTVANGUARD SCOTTSDALE FDS | 33,128 | $2M | 0.7% | ADD 5% |
| 23 | MUBISHARES TR | 17,742 | $2M | 0.7% | ADD 4% |
| 24 | DUSBDIMENSIONAL ETF TRUST | 33,744 | $2M | 0.7% | TRIM −24% |
| 25 | IVVISHARES TR | 2,716 | $2M | 0.7% | HOLD |
| 26 | TRGPTARGA RES CORP | 9,572 | $2M | 0.7% | HOLD |
| 27 | BNDXVANGUARD CHARLOTTE FDS | 29,419 | $1M | 0.6% | TRIM −59% |
| 28 | VTEBVANGUARD MUN BD FDS | 29,632 | $1M | 0.6% | ADD 8% |
| 29 | SHVISHARES TR | 13,098 | $1M | 0.6% | TRIM −10% |
| 30 | BNDVANGUARD BD INDEX FDS | 18,144 | $1M | 0.5% | TRIM −62% |
| 31 | SUBISHARES TR | 11,997 | $1M | 0.5% | ADD 7% |
| 32 | TSLATESLA INC | 4,000 | $1M | 0.5% | ADD 264% |
| 33 | VTIPVANGUARD MALVERN FDS | 21,569 | $1M | 0.4% | TRIM −12% |
| 34 | IEMGISHARES INC | 17,423 | $1M | 0.4% | TRIM −4% |
| 35 | MUNIPIMCO Intermediate Muni Bd Actv - ETF | 17,663 | $907,172 | 0.4% | TRIM −13% |
| 36 | XOMEXXON MOBIL CORP | 8,269 | $891,398 | 0.4% | HOLD |
| 37 | IIIVI3 VERTICALS INC | 29,925 | $822,339 | 0.3% | HOLD |
| 38 | KRUSKURA SUSHI USA INC | 8,865 | $763,099 | 0.3% | HOLD |
| 39 | LMATLEMAITRE VASCULAR INC | 8,920 | $740,806 | 0.3% | HOLD |
| 40 | IRMDIRADIMED CORP | 12,365 | $739,303 | 0.3% | HOLD |
| 41 | AVUVAMERICAN CENTY ETF TR | 7,896 | $719,308 | 0.3% | ADD 4% |
| 42 | VONVVANGUARD SCOTTSDALE FDS | 8,420 | $717,468 | 0.3% | HOLD |
| 43 | FNDFSCHWAB STRATEGIC TR | 17,742 | $710,035 | 0.3% | HOLD |
| 44 | LLYELI LILLY & CO | 891 | $694,561 | 0.3% | NEW |
| 45 | SMCISUPER MICRO COMPUTER INC | 14,000 | $686,140 | 0.3% | HOLD |
| 46 | ANIPANI PHARMACEUTICALS INC | 10,062 | $656,546 | 0.3% | TRIM −16% |
| 47 | MCBMETROPOLITAN BK HLDG CORP | 8,660 | $606,200 | 0.2% | HOLD |
| 48 | EEEXCELERATE ENERGY INC | 19,937 | $584,553 | 0.2% | HOLD |
| 49 | LGNDLIGAND PHARMACEUTICALS INC | 5,065 | $575,789 | 0.2% | HOLD |
| 50 | ARIS WATER SOLUTIONS INC | 24,315 | $575,050 | 0.2% | ADD 15% |
| 51 | BNDWVANGUARD SCOTTSDALE FDS | 8,092 | $561,018 | 0.2% | TRIM −35% |
| 52 | TILTFLEXSHARES TR | 2,430 | $544,363 | 0.2% | TRIM −4% |
| 53 | UFPTUFP TECHNOLOGIES INC | 2,210 | $539,594 | 0.2% | ADD 14% |
| 54 | ADMAADMA BIOLOGICS INC | 28,940 | $526,997 | 0.2% | ADD 35% |
| 55 | PAHCPHIBRO ANIMAL HEALTH CORP | 20,600 | $526,124 | 0.2% | ADD 87% |
| 56 | PNTGPENNANT GROUP INC | 17,550 | $523,868 | 0.2% | ADD 46% |
| 57 | VITLVITAL FARMS INC | 13,590 | $523,487 | 0.2% | HOLD |
| 58 | KRTKARAT PACKAGING INC | 18,453 | $519,636 | 0.2% | ADD 92% |
| 59 | AAPLAPPLE INC | 2,480 | $508,822 | 0.2% | ADD 68% |
| 60 | SCHRSCHWAB STRATEGIC TR | 19,993 | $500,416 | 0.2% | TRIM −4% |
| 61 | PDFSPDF SOLUTIONS INC | 22,850 | $488,533 | 0.2% | ADD 34% |
| 62 | BFSTBUSINESS FIRST BANCSHARES IN | 19,770 | $487,331 | 0.2% | HOLD |
| 63 | DFNMDIMENSIONAL ETF TRUST | 10,007 | $474,638 | 0.2% | ADD 122% |
| 64 | PLOWDOUGLAS DYNAMICS INC | 16,031 | $472,434 | 0.2% | ADD 47% |
| 65 | NVECNVE CORP | 6,416 | $472,282 | 0.2% | HOLD |
| 66 | COCOVITA COCO CO INC | 12,961 | $467,892 | 0.2% | HOLD |
| 67 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 19,152 | $466,916 | 0.2% | HOLD |
| 68 | VUSBVANGUARD BD INDEX FDS | 9,346 | $466,038 | 0.2% | TRIM −43% |
| 69 | BRK.BBERKSHIRE HATHAWAY INC DEL | 955 | $463,910 | 0.2% | HOLD |
| 70 | LMBLIMBACH HLDGS INC | 3,145 | $440,615 | 0.2% | TRIM −22% |
| 71 | NCNONCINO INC | 15,420 | $431,297 | 0.2% | ADD 64% |
| 72 | IJHISHARES TR | 6,524 | $404,633 | 0.2% | TRIM −3% |
| 73 | FNDCSCHWAB STRATEGIC TR | 9,130 | $383,917 | 0.2% | HOLD |
| 74 | BLFSBIOLIFE SOLUTIONS INC | 16,570 | $356,918 | 0.1% | TRIM −20% |
| 75 | OSWONESPAWORLD HOLDINGS LIMITED | 17,460 | $356,009 | 0.1% | TRIM −56% |
| 76 | BOOTBOOT BARN HLDGS INC | 2,325 | $353,400 | 0.1% | HOLD |
| 77 | CVXCHEVRON CORP NEW | 2,459 | $352,104 | 0.1% | HOLD |
| 78 | VOVANGUARD INDEX FDS | 1,237 | $346,050 | 0.1% | HOLD |
| 79 | QNSTQUINSTREET INC | 20,725 | $333,673 | 0.1% | ADD 18% |
| 80 | MLABMESA LABS INC | 3,405 | $320,819 | 0.1% | TRIM −18% |
| 81 | VIGVANGUARD SPECIALIZED FUNDS | 1,540 | $315,229 | 0.1% | HOLD |
| 82 | EPMEVOLUTION PETE CORP | 65,950 | $309,965 | 0.1% | HOLD |
| 83 | TFINTRIUMPH FINANCIAL INC | 5,605 | $308,892 | 0.1% | HOLD |
| 84 | WRBYWARBY PARKER INC | 13,680 | $300,002 | 0.1% | NEW |
| 85 | BILSPDR SERIES TRUST | 3,076 | $282,161 | 0.1% | TRIM −65% |
| 86 | PWPPERELLA WEINBERG PARTNERS | 13,760 | $267,219 | 0.1% | HOLD |
| 87 | CVLGCOVENANT LOGISTICS GROUP INC | 10,641 | $256,555 | 0.1% | NEW |
| 88 | DBEFDBX ETF TR | 5,400 | $236,250 | 0.1% | HOLD |
| 89 | MSFTMICROSOFT CORP | 465 | $231,296 | 0.1% | HOLD |
| 90 | SPYSTATE STR SPDR S&P 500 ETF T | 359 | $222,012 | 0.1% | TRIM −27% |
| 91 | AMZNAMAZON COM INC | 985 | $216,099 | 0.1% | ADD 3% |
| 92 | BILSSPDR SERIES TRUST | 2,128 | $211,587 | 0.1% | TRIM −69% |
| 93 | GRBKGREEN BRICK PARTNERS INC | 3,350 | $210,648 | 0.1% | HOLD |
| 94 | AGGISHARES TR | 2,121 | $210,403 | 0.1% | HOLD |
| 95 | MRKMERCK & CO INC | 2,600 | $205,816 | 0.1% | HOLD |
| 96 | IAUISHARES GOLD TR | 3,233 | $201,610 | 0.1% | HOLD |
| 97 | XLESELECT SECTOR SPDR TR | 2,225 | $188,702 | 0.1% | HOLD |
| 98 | WTTRSELECT WATER SOLUTIONS INC | 21,596 | $186,589 | 0.1% | HOLD |
| 99 | JNJJOHNSON & JOHNSON | 1,185 | $181,009 | 0.1% | HOLD |
| 100 | DFACDIMENSIONAL ETF TRUST | 4,873 | $174,637 | 0.1% | NEW |
| 101 | AGXARGAN INC | 770 | $169,770 | 0.1% | NEW |
| 102 | VOOVANGUARD INDEX FDS | 288 | $163,781 | 0.1% | TRIM −6% |
| 103 | XOPSPDR SERIES TRUST | 1,280 | $161,024 | 0.1% | HOLD |
| 104 | DFUSDIMENSIONAL ETF TRUST | 2,326 | $155,889 | 0.1% | NEW |
| 105 | FYXFIRST TR EXCHANGE-TRADED ALP | 1,590 | $154,675 | 0.1% | TRIM −2% |
| 106 | BITOPROSHARES TR | 7,000 | $150,570 | 0.1% | TRIM −30% |
| 107 | ETENERGY TRANSFER L P | 8,000 | $145,040 | 0.1% | HOLD |
| 108 | METAMETA PLATFORMS INC | 192 | $141,713 | 0.1% | HOLD |
| 109 | TIPISHARES TR | 1,282 | $141,071 | 0.1% | HOLD |
| 110 | FNDASCHWAB STRATEGIC TR | 4,584 | $131,332 | 0.1% | HOLD |
| 111 | NCMINATIONAL CINEMEDIA INC | 26,113 | $126,517 | 0.1% | TRIM −31% |
| 112 | DFAIDIMENSIONAL ETF TRUST | 3,519 | $121,652 | 0.0% | HOLD |
| 113 | DFAXDIMENSIONAL ETF TRUST | 4,130 | $121,308 | 0.0% | NEW |
| 114 | TXNTEXAS INSTRS INC | 560 | $116,267 | 0.0% | HOLD |
| 115 | VTVVANGUARD INDEX FDS | 619 | $109,338 | 0.0% | HOLD |
| 116 | TLTISHARES TR | 1,229 | $108,459 | 0.0% | ADD 141% |
| 117 | EMXCISHARES INC | 1,701 | $107,401 | 0.0% | ADD 3% |
| 118 | MINTPIMCO ETF TR | 1,054 | $105,964 | 0.0% | TRIM −69% |
| 119 | EFAISHARES TR | 1,175 | $105,033 | 0.0% | HOLD |
| 120 | SHYMBLACKROCK ETF TRUST II | 4,493 | $100,241 | 0.0% | ADD 104% |
| 121 | DFAUDIMENSIONAL ETF TRUST | 2,352 | $99,631 | 0.0% | HOLD |
| 122 | SLVISHARES SILVER TR | 3,000 | $98,430 | 0.0% | NEW |
| 123 | CATCATERPILLAR INC | 237 | $92,006 | 0.0% | HOLD |
| 124 | TDGTRANSDIGM GROUP INC | 60 | $91,238 | 0.0% | HOLD |
| 125 | JPMJPMORGAN CHASE & CO | 311 | $90,162 | 0.0% | HOLD |
| 126 | STIPISHARES TR | 872 | $89,738 | 0.0% | ADD 14% |
| 127 | DFUVDIMENSIONAL ETF TRUST | 2,117 | $89,507 | 0.0% | ADD 1996% |
| 128 | VVISA INC | 240 | $85,212 | 0.0% | HOLD |
| 129 | GOOGALPHABET INC | 480 | $85,147 | 0.0% | HOLD |
| 130 | SGOVISHARES TR | 836 | $84,177 | 0.0% | HOLD |
| 131 | EPDENTERPRISE PRODS PARTNERS L | 2,706 | $83,913 | 0.0% | TRIM −29% |
| 132 | COSTCOSTCO WHSL CORP NEW | 84 | $83,155 | 0.0% | HOLD |
| 133 | IJKISHARES TR | 853 | $77,606 | 0.0% | HOLD |
| 134 | VBVANGUARD INDEX FDS | 323 | $76,545 | 0.0% | HOLD |
| 135 | VUSEETF SER SOLUTIONS | 1,208 | $76,092 | 0.0% | HOLD |
| 136 | SLPSIMULATIONS PLUS INC | 4,355 | $75,995 | 0.0% | TRIM −69% |
| 137 | BSXBOSTON SCIENTIFIC CORP | 706 | $75,831 | 0.0% | HOLD |
| 138 | KKRKKR & CO INC | 556 | $73,965 | 0.0% | HOLD |
| 139 | WMTWALMART INC | 746 | $72,944 | 0.0% | ADD 20% |
| 140 | DEDEERE & CO | 143 | $72,714 | 0.0% | HOLD |
| 141 | IJTISHARES TR | 546 | $72,640 | 0.0% | HOLD |
| 142 | IWMISHARES TR | 330 | $71,211 | 0.0% | HOLD |
| 143 | PFEPFIZER INC | 2,850 | $69,084 | 0.0% | HOLD |
| 144 | STCSTEWART INFORMATION SVCS COR | 1,050 | $68,355 | 0.0% | HOLD |
| 145 | TLTDFLEXSHARES TR | 818 | $68,256 | 0.0% | TRIM −26% |
| 146 | PEPPEPSICO INC | 500 | $66,020 | 0.0% | HOLD |
| 147 | IUSVISHARES TR | 675 | $63,875 | 0.0% | HOLD |
| 148 | GLDSPDR GOLD TR | 200 | $60,966 | 0.0% | TRIM −80% |
| 149 | IJSISHARES TR | 608 | $60,490 | 0.0% | HOLD |
| 150 | VNQVANGUARD INDEX FDS | 672 | $59,848 | 0.0% | HOLD |
| 151 | PANWPALO ALTO NETWORKS INC | 288 | $58,936 | 0.0% | HOLD |
| 152 | EFGISHARES TR | 520 | $58,240 | 0.0% | HOLD |
| 153 | AMTAMERICAN TOWER CORP | 259 | $57,244 | 0.0% | HOLD |
| 154 | ORLYOREILLY AUTOMOTIVE INC | 630 | $56,782 | 0.0% | ADD 1400% |
| 155 | INTUINTUIT | 72 | $56,709 | 0.0% | HOLD |
| 156 | SLBSCHLUMBERGER LTD | 1,623 | $54,857 | 0.0% | HOLD |
| 157 | HLTHILTON WORLDWIDE HLDGS INC | 205 | $54,600 | 0.0% | HOLD |
| 158 | VRSKVERISK ANALYTICS INC | 171 | $53,267 | 0.0% | HOLD |
| 159 | KMIKINDER MORGAN INC DEL | 1,800 | $52,920 | 0.0% | NEW |
| 160 | CRMSALESFORCE INC | 176 | $47,993 | 0.0% | HOLD |
| 161 | CPRTCOPART INC | 968 | $47,500 | 0.0% | HOLD |
| 162 | BNBROOKFIELD CORP | 752 | $46,511 | 0.0% | HOLD |
| 163 | MTUMISHARES TR | 194 | $46,506 | 0.0% | TRIM −15% |
| 164 | FNDESCHWAB STRATEGIC TR | 1,306 | $43,096 | 0.0% | TRIM −3% |
| 165 | PGPROCTER AND GAMBLE CO | 270 | $43,016 | 0.0% | HOLD |
| 166 | MCDMCDONALDS CORP | 147 | $42,949 | 0.0% | HOLD |
| 167 | BKNGBOOKING HOLDINGS INC | 7 | $40,525 | 0.0% | HOLD |
| 168 | IPACISHARES TR | 586 | $40,239 | 0.0% | TRIM −48% |
| 169 | MNSTMONSTER BEVERAGE CORP NEW | 600 | $37,584 | 0.0% | HOLD |
| 170 | VDEVANGUARD WORLD FD | 306 | $36,451 | 0.0% | TRIM −75% |
| 171 | HDHOME DEPOT INC | 97 | $35,564 | 0.0% | HOLD |
| 172 | RDVYFIRST TR EXCHANGE TRADED FD | 558 | $35,009 | 0.0% | HOLD |
| 173 | UNPUNION PAC CORP | 147 | $33,822 | 0.0% | HOLD |
| 174 | CPTCAMDEN PPTY TR | 300 | $33,807 | 0.0% | HOLD |
| 175 | VIDIETF SER SOLUTIONS | 1,119 | $33,083 | 0.0% | HOLD |
| 176 | WFCWELLS FARGO CO NEW | 400 | $32,048 | 0.0% | HOLD |
| 177 | GOOGLALPHABET INC | 180 | $31,721 | 0.0% | TRIM −9% |
| 178 | NVDANVIDIA CORPORATION | 200 | $31,598 | 0.0% | TRIM −98% |
| 179 | NNNEXTNAV INC | 2,000 | $30,400 | 0.0% | HOLD |
| 180 | ECLECOLAB INC | 112 | $30,177 | 0.0% | HOLD |
| 181 | IAGGISHARES TR | 581 | $29,683 | 0.0% | TRIM −9% |
| 182 | VGKVANGUARD INTL EQUITY INDEX F | 372 | $28,830 | 0.0% | HOLD |
| 183 | SPOTSPOTIFY TECHNOLOGY S A | 36 | $27,624 | 0.0% | HOLD |
| 184 | AVGOBROADCOM INC | 100 | $27,565 | 0.0% | HOLD |
| 185 | QUALISHARES TR | 150 | $27,423 | 0.0% | ADD 9% |
| 186 | SBUXSTARBUCKS CORP | 296 | $27,122 | 0.0% | HOLD |
| 187 | SKYWSKYWEST INC | 256 | $26,360 | 0.0% | HOLD |
| 188 | ORCLORACLE CORP | 118 | $25,798 | 0.0% | HOLD |
| 189 | BROBROWN & BROWN INC | 231 | $25,611 | 0.0% | HOLD |
| 190 | VEUVANGUARD INTL EQUITY INDEX F | 374 | $25,128 | 0.0% | HOLD |
| 191 | FNVFRANCO NEV CORP | 150 | $24,588 | 0.0% | HOLD |
| 192 | BOXXEA SERIES TRUST | 217 | $24,494 | 0.0% | HOLD |
| 193 | UECURANIUM ENERGY CORP | 3,474 | $23,623 | 0.0% | NEW |
| 194 | MDLZMONDELEZ INTL INC | 345 | $23,267 | 0.0% | HOLD |
| 195 | VGTVANGUARD WORLD FD | 34 | $22,552 | 0.0% | HOLD |
| 196 | AVUSAMERICAN CENTY ETF TR | 215 | $21,676 | 0.0% | ADD 10% |
| 197 | CBRECBRE GROUP INC | 154 | $21,578 | 0.0% | HOLD |
| 198 | USMVISHARES TR | 228 | $21,402 | 0.0% | HOLD |
| 199 | NNOXNANO X IMAGING LTD | 4,000 | $20,680 | 0.0% | ADD 33% |
| 200 | RRCRANGE RES CORP | 500 | $20,335 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.