Financial Life Planners

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CIK 2053368

13F portfolio (2026-Q1)

$130M

Positions

367

Implied 1Y CAGR

modeled · as filed

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.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

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.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

367

Top 5

62.3%

Top 10

73.6%

Effective N

8.7

HHI

0.115

This quarter

307 new · 0 exit →

By sector

Unclassified60.8%

Information Technology22.9%

Financials7.2%

Consumer Discretionary4.3%

Industrials1.5%

Communication Services1.0%

Materials0.6%

Utilities0.5%

Other1.2%

By market cap

Unknown61.3%

Mega (>$200B)32.4%

Large ($10–200B)5.9%

Mid ($2–10B)0.3%

Small ($300M–2B)0.1%

Micro (<$300M)0.0%

By region

Other60.8%

North America38.9%

Asia-Pacific0.2%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	63.53%	168
Semiconductors & Semiconductor Equipment	11.33%	15
Software	6.13%	10
Technology Hardware & Equipment	4.98%	12
Specialty Retail	3.76%	10
Capital Markets	2.92%	6
Software & IT Services	1.07%	7
Banks	1.05%	11
Aerospace & Defense	0.64%	6
Metals & Mining	0.55%	6
Utilities	0.48%	11
Insurance	0.47%	8
Machinery	0.46%	10
Automobiles & Components	0.43%	2
Oil, Gas & Consumable Fuels	0.40%	7
Electrical Equipment & Components	0.39%	3
Pharmaceuticals & Biotechnology	0.22%	14
Construction & Engineering	0.19%	2
Commercial Services & Supplies	0.16%	7
Health Care Equipment & Supplies	0.15%	5
Tobacco	0.12%	2
Equity Real Estate Investment Trusts (REITs)	0.12%	9
Beverages	0.07%	2
Hotels, Restaurants & Leisure	0.06%	5
Chemicals	0.05%	7
Agricultural Products	0.04%	1
Food & Staples Retailing	0.04%	1
Marine	0.04%	2
Distributors	0.03%	3
Diversified Consumer Services	0.03%	1
Road & Rail	0.03%	1
Media & Entertainment	0.01%	1
Airlines	0.01%	2
Diversified Telecommunication Services	0.01%	3
Industrial Conglomerates	0.01%	1
Food Products	0.01%	1
Health Care Providers & Services	0.01%	1
Entertainment	0.00%	1
Communications Equipment	0.00%	1
Paper & Forest Products	0.00%	1
Transportation Infrastructure	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	QQQ	INVESCO QQQ TR	Unclassified	22.99%
2	IVV	ISHARES TR	Unclassified	21.09%
3	NVDA	NVIDIA CORP	Information Technology	10.23%
4	AAPL	Apple Inc.	Information Technology	4.78%
5	PLTR	Palantir Technologies Inc.	Information Technology	3.24%
6	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.71%
7	MSFT	MICROSOFT CORP	Information Technology	2.44%
8	HOOD	Robinhood Markets, Inc.	Financials	2.18%
9	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	2.07%
10	MGK	Vanguard Mega Cap Growth ETF	Unclassified	1.84%

200/367 names classified · sector 39.2% of weight · industry 36.5% · mkt cap 38.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyNVDA, AAPL, MSFT, PLTR, CRM · other

FinancialsBRK.B, HOOD, BAC, GS, V · other

Consumer DiscretionaryCOST, AMZN, TSLA, WMT, HD · other

IndustrialsAXON, RTX, DHI, CARR, ACN · other

Communication ServicesMETA, NFLX, GOOGL, GOOG, TMUS · other

Health CareLLY, ISRG, EW, NVO, CPRX · other

UtilitiesNRG, VST, PEG, ET, WMB · other

MaterialsHWM, PG, DD, FCX, ELF · other

EnergyXOM, COP, BP, EOG, VLO · other

Consumer StaplesPM, KO, CTVA, CVS, MO · other

Real EstateADC, AGNC, EGP, AMT, SPG · other

UnclassifiedQQQ, IVV, MDY, IWM, EFA · other

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: 39.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 36% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (164 classified)Financial Life Planners centroid (Large Growth)

Information TechnologyFinancialsConsumer DiscretionaryIndustrialsCommunication ServicesMaterialsUtilitiesEnergyHealth CareConsumer StaplesReal Estate

Style box summary for Financial Life Planners: centroid Large Growth. Heaviest cells: Large Growth 30.4%, Large Core 2.0%, Large Value 1.7%.

Classified: 35.7% of book weight (164/367 names) · unclassified 64.3%: QQQ, IVV, BRK.B, MGK, MDY, SPY, DIA, BTCW, BSCS, BSCQ +193 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 367 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	QQQINVESCO QQQ TR	51,962	$30M	23.0%	HOLD
2	IVVISHARES TR	42,107	$28M	21.1%	HOLD
3	NVDANVIDIA CORPORATION	76,546	$13M	10.2%	HOLD
4	AAPLAPPLE INC	24,556	$6M	4.8%	HOLD
5	PLTRPALANTIR TECHNOLOGIES INC	28,866	$4M	3.2%	TRIM −2%
6	BRK.BBERKSHIRE HATHAWAY INC DEL	7,384	$4M	2.7%	HOLD
7	MSFTMICROSOFT CORP	8,600	$3M	2.4%	TRIM −2%
8	HOODROBINHOOD MKTS INC	41,121	$3M	2.2%	HOLD
9	COSTCOSTCO WHSL CORP NEW	2,705	$3M	2.1%	TRIM −2%
10	MGKVanguard Mega Cap Growth ETF	6,522	$2M	1.8%	TRIM −10%
11	MDYSPDR S&P MIDCAP 400 ETF TR	3,808	$2M	1.8%	HOLD
12	SPYSTATE STR SPDR S&P 500 ETF T	2,946	$2M	1.5%	HOLD
13	AMZNAMAZON COM INC	8,578	$2M	1.4%	HOLD
14	DIASPDR DOW JONES INDL AVERAGE	2,703	$1M	1.0%	TRIM −6%
15	BTCWWISDOMTREE BITCOIN FD	15,597	$1M	0.9%	HOLD
16	BSCSINVESCO EXCH TRD SLF IDX FD	52,371	$1M	0.8%	TRIM −3%
17	METAMETA PLATFORMS INC	1,187	$678,921	0.5%	TRIM −2%
18	GSGOLDMAN SACHS GROUP INC	783	$662,053	0.5%	ADD 2%
19	RTXRTX CORPORATION	3,412	$658,261	0.5%	HOLD
20	BSCQINVESCO EXCH TRD SLF IDX FD	33,061	$645,684	0.5%	HOLD
21	VIGVANGUARD SPECIALIZED FUNDS	2,998	$644,664	0.5%	TRIM −16%
22	HWMHOWMET AEROSPACE INC	2,790	$642,987	0.5%	ADD 2%
23	IWFISHARES TR	1,391	$593,093	0.5%	HOLD
24	BACBANK AMERICA CORP	12,062	$588,001	0.5%	HOLD
25	XLFSELECT SECTOR SPDR TR	11,470	$566,253	0.4%	HOLD
26	TSLATESLA INC	1,518	$564,304	0.4%	HOLD
27	AVGOBROADCOM INC	1,737	$537,538	0.4%	HOLD
28	IWMISHARES TR	2,014	$499,504	0.4%	ADD 15%
29	SPYMSPDR SERIES TRUST	5,879	$449,996	0.3%	HOLD
30	VOOVANGUARD INDEX FDS	701	$419,174	0.3%	HOLD
31	VUGVANGUARD INDEX FDS	952	$415,754	0.3%	HOLD
32	IJHISHARES TR	6,089	$411,159	0.3%	TRIM −2%
33	VONVVANGUARD SCOTTSDALE FDS	4,359	$408,585	0.3%	HOLD
34	FOCTFIRST TR EXCHNG TRADED FD VI	8,249	$393,300	0.3%	HOLD
35	NRGNRG ENERGY INC	2,593	$378,894	0.3%	TRIM −12%
36	VNQVANGUARD INDEX FDS	4,233	$375,509	0.3%	HOLD
37	BSCRINVESCO EXCH TRD SLF IDX FD	18,563	$364,290	0.3%	TRIM −7%
38	SLVISHARES SILVER TR	5,160	$351,612	0.3%	TRIM −12%
39	IWDISHARES TR	1,638	$349,980	0.3%	TRIM −4%
40	GOOGALPHABET INC	1,162	$333,210	0.3%	TRIM −8%
41	XOMEXXON MOBIL CORP	1,963	$333,065	0.3%	HOLD
42	TSMTAIWAN SEMICONDUCTOR MFG LTD	786	$265,673	0.2%	ADD 3%
43	JPMJPMORGAN CHASE & CO	855	$251,402	0.2%	TRIM −6%
44	GEGE AEROSPACE	880	$249,588	0.2%	HOLD
45	GOOGLALPHABET INC	864	$248,408	0.2%	HOLD
46	IYEISHARES TR	3,710	$240,321	0.2%	NEW
47	CITHE CIGNA GROUP	896	$239,029	0.2%	HOLD
48	IJKISHARES TR	2,356	$237,014	0.2%	HOLD
49	IJTISHARES TR	1,492	$215,931	0.2%	HOLD
50	ORCLORACLE CORP	1,446	$212,687	0.2%	HOLD
51	GLDSPDR GOLD TR	487	$209,611	0.2%	NEW
52	XLESELECT SECTOR SPDR TR	3,368	$206,317	0.2%	NEW
53	GEVGE VERNOVA INC	235	$205,421	0.2%	NEW
54	SRCE1ST SOURCE CORP	2,853	$197,427	0.2%	NEW
55	DHID R HORTON INC	1,403	$192,473	0.1%	HOLD
56	QLDPROSHARES TR	3,094	$188,755	0.1%	HOLD
57	IBMINTERNATIONAL BUSINESS MACHS	750	$181,710	0.1%	HOLD
58	IWOISHARES TR	575	$180,393	0.1%	NEW
59	AMDADVANCED MICRO DEVICES INC	820	$166,813	0.1%	NEW
60	WMTWALMART INC	1,322	$164,345	0.1%	NEW
61	LLYELI LILLY & CO	176	$161,876	0.1%	NEW
62	EFAISHARES TR	1,651	$160,380	0.1%	NEW
63	RSPINVESCO EXCHANGE TRADED FD T	826	$158,565	0.1%	NEW
64	CARRCARRIER GLOBAL CORPORATION	2,696	$151,818	0.1%	NEW
65	ARMARM HOLDINGS PLC	991	$149,847	0.1%	NEW
66	MSMORGAN STANLEY	910	$149,768	0.1%	NEW
67	IJSISHARES TR	1,249	$147,950	0.1%	NEW
68	SSOPROSHARES TR	2,782	$144,338	0.1%	NEW
69	NETCLOUDFLARE INC	670	$138,248	0.1%	NEW
70	PMPHILIP MORRIS INTL INC	832	$137,620	0.1%	NEW
71	IWBISHARES TR	385	$137,126	0.1%	NEW
72	CATCATERPILLAR INC	191	$134,986	0.1%	NEW
73	DVYISHARES TR	887	$134,258	0.1%	NEW
74	APPAPPLOVIN CORP	322	$128,156	0.1%	HOLD
75	TJXTJX COS INC NEW	783	$124,997	0.1%	NEW
76	AXONAXON ENTERPRISE INC	286	$121,530	0.1%	TRIM −94%
77	IVEISHARES TR	555	$117,136	0.1%	NEW
78	NOWSERVICENOW INC	1,080	$112,914	0.1%	TRIM −41%
79	CRMSALESFORCE INC	585	$109,199	0.1%	TRIM −66%
80	XTISHARES TR	1,560	$106,340	0.1%	NEW
81	TRVTRAVELERS COMPANIES INC	360	$104,915	0.1%	NEW
82	WFCWELLS FARGO CO NEW	1,255	$99,913	0.1%	NEW
83	EWEDWARDS LIFESCIENCES CORP	1,200	$96,096	0.1%	NEW
84	SCHDSCHWAB STRATEGIC TR	3,058	$93,809	0.1%	NEW
85	ISRGINTUITIVE SURGICAL INC	197	$90,816	0.1%	NEW
86	XLKSELECT SECTOR SPDR TR	665	$88,419	0.1%	NEW
87	HDHOME DEPOT INC	260	$85,360	0.1%	NEW
88	KOCOCA COLA CO	1,118	$85,005	0.1%	NEW
89	IJJISHARES TR	630	$83,529	0.1%	NEW
90	FSKFS KKR CAP CORP	8,009	$81,532	0.1%	NEW
91	IYYISHARES TR	510	$80,827	0.1%	NEW
92	PHPARKER-HANNIFIN CORP	87	$78,262	0.1%	NEW
93	ACNACCENTURE PLC IRELAND	381	$75,621	0.1%	NEW
94	BABOEING CO	367	$73,045	0.1%	NEW
95	AMATAPPLIED MATLS INC	214	$73,028	0.1%	NEW
96	NANRSPDR INDEX SHS FDS	863	$72,500	0.1%	NEW
97	VBRVANGUARD INDEX FDS	328	$71,273	0.1%	NEW
98	PKSTPEAKSTONE REALTY TRUST	3,375	$70,497	0.1%	NEW
99	HIGHARTFORD INSURANCE GROUP INC	497	$67,237	0.1%	NEW
100	IVWISHARES TR	591	$66,900	0.1%	NEW
101	COFCAPITAL ONE FINL CORP	358	$65,367	0.1%	NEW
102	MDYGSPDR SERIES TRUST	642	$61,573	0.0%	NEW
103	UNHUNITEDHEALTH GROUP INC	227	$61,491	0.0%	NEW
104	IAUISHARES GOLD TR	675	$59,508	0.0%	NEW
105	SDYSPDR SER TR	403	$58,770	0.0%	NEW
106	SCHWSCHWAB CHARLES CORP	625	$58,718	0.0%	NEW
107	FIXCOMFORT SYS USA INC	42	$58,424	0.0%	NEW
108	RSGREPUBLIC SVCS INC	256	$56,051	0.0%	NEW
109	VVISA INC	184	$55,700	0.0%	TRIM −87%
110	CTVACORTEVA INC	655	$54,860	0.0%	NEW
111	COPCONOCOPHILLIPS	415	$54,741	0.0%	NEW
112	PEGPUBLIC SVC ENTERPRISE GROUP	675	$54,632	0.0%	NEW
113	OTISOTIS WORLDWIDE CORP	703	$54,206	0.0%	NEW
114	CPRXCATALYST PHARMACEUTICALS INC	2,124	$52,582	0.0%	NEW
115	ETNEATON CORP PLC	145	$51,801	0.0%	NEW
116	CBCHUBB LIMITED	158	$51,497	0.0%	NEW
117	MCDMCDONALDS CORP	164	$50,817	0.0%	NEW
118	PTIRGRANITESHARES 2X LNG PLTR DLY	3,063	$50,142	0.0%	NEW
119	IXUSISHARES TR	578	$50,117	0.0%	NEW
120	ADIANALOG DEVICES INC	157	$50,000	0.0%	NEW
121	ADCAGREE RLTY CORP	660	$49,753	0.0%	NEW
122	XLVSELECT SECTOR SPDR TR	326	$47,782	0.0%	NEW
123	CVSCVS HEALTH CORP	664	$47,691	0.0%	NEW
124	VRTVERTIV HOLDINGS CO	188	$47,160	0.0%	NEW
125	IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF	400	$45,728	0.0%	NEW
126	RPGINVESCO EXCHANGE TRADED FD T	938	$43,859	0.0%	NEW
127	CMECME GROUP INC	146	$43,235	0.0%	NEW
128	XHBSPDR SERIES TRUST	437	$43,127	0.0%	NEW
129	FLNGFLEX LNG LTD	1,451	$43,112	0.0%	NEW
130	BLKBLACKROCK INC	45	$42,925	0.0%	NEW
131	PGRPROGRESSIVE CORP	215	$42,613	0.0%	NEW
132	WMBWILLIAMS COS INC	574	$41,782	0.0%	NEW
133	MGVVANGUARD WORLD FD	276	$40,040	0.0%	NEW
134	ETENERGY TRANSFER L P	2,074	$40,036	0.0%	NEW
135	AXPAMERICAN EXPRESS CO	131	$39,490	0.0%	NEW
136	BPBP PLC	834	$39,196	0.0%	NEW
137	AGNCAGNC Investment Corp	3,697	$37,083	0.0%	NEW
138	DSIISHARES TR	300	$36,372	0.0%	NEW
139	MUMICRON TECHNOLOGY INC	106	$35,832	0.0%	NEW
140	UFEBINNOVATOR ETFS TRUST	966	$35,066	0.0%	NEW
141	TDGTRANSDIGM GROUP INC	30	$34,449	0.0%	NEW
142	FCXFREEPORT MCMORAN INC	581	$34,124	0.0%	NEW
143	LOPEGRAND CANYON ED INC	197	$33,415	0.0%	NEW
144	NSCNORFOLK SOUTHN CORP	116	$33,289	0.0%	NEW
145	GDGENERAL DYNAMICS CORP	97	$33,169	0.0%	NEW
146	DOVDOVER CORP	151	$31,425	0.0%	NEW
147	PNCPNC FINL SVCS GROUP INC	147	$30,645	0.0%	NEW
148	EOGEOG RES INC	210	$30,382	0.0%	NEW
149	DHRDANAHER CORP DEL	159	$30,186	0.0%	NEW
150	BANRBANNER CORP	496	$30,122	0.0%	NEW
151	NOCNORTHROP GRUMMAN CORP	44	$29,982	0.0%	NEW
152	NEENEXTERA ENERGY INC	320	$29,682	0.0%	NEW
153	ITOTISHARES TR	205	$29,254	0.0%	NEW
154	VLOVALERO ENERGY CORP	113	$27,944	0.0%	NEW
155	QUALISHARES TR	144	$27,693	0.0%	NEW
156	XLCSELECT SECTOR SPDR TR	247	$27,344	0.0%	NEW
157	CSCOCISCO SYS INC	352	$27,328	0.0%	NEW
158	AJGGALLAGHER ARTHUR J & CO	126	$27,272	0.0%	NEW
159	USBUS BANCORP	520	$27,058	0.0%	NEW
160	PAAPLAINS ALL AMERN PIPELINE L	1,203	$26,864	0.0%	NEW
161	SCHBSCHWAB STRATEGIC TR	1,067	$26,783	0.0%	NEW
162	XBISPDR SERIES TRUST	208	$26,606	0.0%	NEW
163	SPYGSPDR SERIES TRUST STATE STREET SPD	271	$26,530	0.0%	NEW
164	SHLDGLOBAL X FDS	370	$26,228	0.0%	NEW
165	LNGCheniere Energy, Inc	91	$25,725	0.0%	NEW
166	IUSGISHARES TR	165	$25,670	0.0%	NEW
167	IYKISHARES TR	363	$25,431	0.0%	NEW
168	VGKVANGUARD INTL EQUITY INDEX F	308	$25,411	0.0%	NEW
169	IYFISHARES TR	216	$25,377	0.0%	NEW
170	ULUNILEVER PLC	442	$25,181	0.0%	NEW
171	FNDFSCHWAB STRATEGIC TR	513	$25,102	0.0%	NEW
172	NVDLGRANITESHARES ETF TR	345	$25,037	0.0%	NEW
173	INTCINTEL CORP	559	$24,653	0.0%	NEW
174	SUSAISHARES TR	186	$24,528	0.0%	NEW
175	MOALTRIA GROUP INC	365	$24,063	0.0%	NEW
176	IJRISHARES TR	192	$23,855	0.0%	NEW
177	FTECFIDELITY COVINGTON TRUST	114	$23,761	0.0%	NEW
178	STXFSTRIVE 500 ETF	565	$23,702	0.0%	NEW
179	RWKINVESCO EXCH TRADED FD TR II	177	$22,760	0.0%	NEW
180	MCHPMICROCHIP TECHNOLOGY INC.	346	$22,371	0.0%	NEW
181	NVONOVO-NORDISK A S	603	$22,165	0.0%	NEW
182	MCHIISHARES TR MSCI CHINA ETF	393	$22,065	0.0%	NEW
183	ABBVABBVIE INC	100	$21,749	0.0%	NEW
184	BMNRBITMINE IMMERSION TECNOLOGIE	1,052	$20,812	0.0%	NEW
185	AAPUDIREXION SHS ETF TR	737	$20,682	0.0%	NEW
186	MARMARRIOTT INTL INC NEW	61	$19,901	0.0%	NEW
187	QQNITY ELECTRONICS INC	170	$19,644	0.0%	NEW
188	CORCENCORA INC	62	$19,561	0.0%	NEW
189	ANAUTONATION INC	97	$18,952	0.0%	NEW
190	SPGIS&P GLOBAL INC	43	$18,499	0.0%	NEW
191	IBITISHARES BITCOIN TRUST ETF	480	$18,442	0.0%	NEW
192	FSSLFS SPECIALTY LENDING FD	1,465	$18,332	0.0%	NEW
193	NFLXNETFLIX INC	191	$18,327	0.0%	TRIM −98%
194	LOWLOWES COS INC	76	$17,915	0.0%	NEW
195	EGPEASTGROUP PPTYS INC	95	$17,578	0.0%	NEW
196	ASMLASML HOLDING N V	13	$17,256	0.0%	NEW
197	VOTVANGUARD INDEX FDS	67	$17,161	0.0%	NEW
198	ITAIShares U.S. Aerospace & Defense ETF	78	$17,057	0.0%	NEW
199	CNBSAMPLIFY ETF TR	766	$16,883	0.0%	NEW
200	MMM3M CO	114	$16,592	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

QQQINVESCO QQQ TR

46K

49K

51K

52K

$30M

IVVISHARES TR

37K

36K

39K

41K

42K

$28M

NVDANVIDIA CORPORATION

84K

78K

79K

77K

$13M

AAPLAPPLE INC

29K

30K

26K

25K

$6M

PLTRPALANTIR TECHNOLOGIES INC

—

27K

29K

30K

29K

$4M

BRK.BBERKSHIRE HATHAWAY INC DEL

$4M

MSFTMICROSOFT CORP

15K

13K

$3M

HOODROBINHOOD MKTS INC

—

38K

41K

$3M

COSTCOSTCO WHSL CORP NEW

$3M

MGKVanguard Mega Cap Growth ETF

$2M

MDYSPDR S&P MIDCAP 400 ETF TR

$2M

SPYSTATE STR SPDR S&P 500 ETF T

$2M

AMZNAMAZON COM INC

$2M

DIASPDR DOW JONES INDL AVERAGE

$1M

BTCWWISDOMTREE BITCOIN FD

10K

14K

16K

$1M

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.

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