# Pure Financial Advisors, LLC: Form 13F holdings

An institutional investment manager in SAN DIEGO, CA. SEC CIK 1571556.

- Quarter ended: 2026-06-30
- Filed: 2026-08-17
- Reported value: $7.86bn
- Positions: 635 (636 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1571556/000157155626000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $869.8m | 11.1% | 1,164,805 |  | Added +36,382 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $676.9m | 8.6% | 9,221,231 |  | Added +593,446 |
| ISHARES TR | CORE MSCI EAFE | $469.0m | 6.0% | 4,856,323 |  | Added +178,068 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $399.3m | 5.1% | 5,711,959 |  | Added +194,707 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $344.5m | 4.4% | 8,256,614 |  | Added +430,878 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $268.7m | 3.4% | 3,262,743 |  | Added +64,794 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $220.5m | 2.8% | 2,286,335 |  | Added +73,850 |
| PIMCO ETF TR | MULTISECTOR BD | $193.3m | 2.5% | 7,290,629 |  | New +7,290,629 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $182.0m | 2.3% | 4,103,209 |  | Reduced −82,840 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $180.0m | 2.3% | 2,195,146 |  | Reduced −37,702 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $174.8m | 2.2% | 3,002,732 |  | Added +222,924 |
| ISHARES TR | ISHS 1-5YR INVS | $173.7m | 2.2% | 3,313,324 |  | Reduced −2,779,151 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $169.7m | 2.2% | 1,646,823 |  | Reduced −1,040 |
| ISHARES TR | CORE S&P500 ETF | $147.1m | 1.9% | 196,358 |  | Reduced −123 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $144.5m | 1.8% | 2,420,043 |  | Added +28,063 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | $141.3m | 1.8% | 2,099,686 |  | Reduced −12,385 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $127.4m | 1.6% | 185,563 |  | Added +6,780 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $126.1m | 1.6% | 1,382,944 |  | Reduced −65,086 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $120.7m | 1.5% | 2,926,491 |  | Reduced −19,351 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $110.2m | 1.4% | 1,546,237 |  | Reduced −8,117 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $108.6m | 1.4% | 1,125,157 |  | Reduced −95,782 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $90.3m | 1.1% | 312,073 |  | Added +10,202 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $64.8m | 0.8% | 1,338,153 |  | Added +90,217 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $57.4m | 0.7% | 1,949,461 |  | Reduced −39,691 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $54.4m | 0.7% | 146,944 |  | Added +1,367 |
| ISHARES TR | CORE S&P TTL STK | $54.0m | 0.7% | 328,641 |  | Reduced −2,174 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $53.2m | 0.7% | 644,750 |  | Reduced −9,290 |
| ISHARES INC | CORE MSCI EMKT | $49.9m | 0.6% | 602,817 |  | Added +46,985 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $46.7m | 0.6% | 285,839 |  | Reduced −5,065 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | $46.0m | 0.6% | 1,088,752 |  | Added +41,160 |
| ISHARES TR | IBOXX HI YD ETF | $44.8m | 0.6% | 560,580 |  | Added +26,712 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $43.5m | 0.6% | 126,528 |  | Reduced −305 |
| ISHARES INC | EMNG MKTS EQT | $42.8m | 0.5% | 584,650 |  | Added +1,255 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $42.7m | 0.5% | 213,216 |  | Added +18,332 |
| ISHARES TR | CORE S&P MCP ETF | $42.5m | 0.5% | 551,186 |  | Added +10,941 |
| SCHWAB STRATEGIC TR | US TIPS ETF | $42.2m | 0.5% | 1,591,154 |  | Added +70,460 |
| ISHARES TR | MSCI USA QLT FCT | $42.0m | 0.5% | 191,322 |  | Reduced −3,796 |
| VANGUARD INDEX FDS | GROWTH ETF | $39.1m | 0.5% | 453,868 |  | Added +377,224 |
| VANGUARD INDEX FDS | SMALL CP ETF | $38.2m | 0.5% | 126,112 |  | Reduced −570 |
| ISHARES TR | CORE US AGGBD ET | $34.6m | 0.4% | 349,298 |  | Added +64,119 |
| ISHARES TR | RUS 2000 VAL ETF | $32.5m | 0.4% | 147,065 |  | Reduced −478 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $32.2m | 0.4% | 86,442 |  | Added +3,064 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $29.6m | 0.4% | 587,080 |  | Reduced −13,619 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $29.5m | 0.4% | 613,957 |  | Added +9,744 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $28.6m | 0.4% | 120,184 |  | Added +856 |
| VANGUARD INDEX FDS | MID CAP ETF | $28.6m | 0.4% | 354,943 |  | Added +264,203 |
| SPDR SERIES TRUST | ST STR TIPS ETF | $26.7m | 0.3% | 1,041,207 |  | Reduced −7,314 |
| ISHARES TR | CORE S&P SCP ETF | $25.3m | 0.3% | 170,533 |  | Reduced −873 |
| FLEXSHARES TR | MORNSTAR UPSTR | $25.0m | 0.3% | 507,801 |  | Reduced −4,324 |
| ISHARES TR | EAFE SML CP ETF | $24.3m | 0.3% | 295,814 |  | Added +2,272 |
| VANGUARD WELLINGTON FD | US QUALITY | $23.6m | 0.3% | 138,331 |  | Added +1,333 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $23.2m | 0.3% | 64,875 |  | Added +2,934 |
| ISHARES TR | JPMORGAN USD EMG | $22.7m | 0.3% | 235,861 |  | Added +9,962 |
| ISHARES TR | PFD AND INCM SEC | $22.0m | 0.3% | 722,542 |  | Added +42,648 |
| ISHARES TR | 0-5 YR TIPS ETF | $21.7m | 0.3% | 212,089 |  | Added +1,106 |
| SPDR SERIES TRUST | ST STR P500VAL | $19.8m | 0.3% | 325,685 |  | Reduced −4,384 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $19.6m | 0.2% | 419,670 |  | Added +10,442 |
| VANGUARD INDEX FDS | VALUE ETF | $19.2m | 0.2% | 88,114 |  | Reduced −2,120 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $18.8m | 0.2% | 17,678 |  | Reduced −394 |
| ISHARES TR | CRE U S REIT ETF | $18.5m | 0.2% | 278,505 |  | Added +331 |
| SPDR SERIES TRUST | ST STR PR SP1500 | $18.2m | 0.2% | 200,381 |  | Reduced −4,916 |
| SPDR SERIES TRUST | ST STR SP600 SML | $16.9m | 0.2% | 293,288 |  | Reduced −6,538 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $16.3m | 0.2% | 32,512 |  | Added +1,315 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $16.1m | 0.2% | 38,300 |  | Added +5,414 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $16.0m | 0.2% | 48,966 |  | Added +628 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $15.9m | 0.2% | 238,448 |  | Added +7,456 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $15.6m | 0.2% | 646,827 |  | Added +17,991 |
| SPDR SERIES TRUST | ST STR P500ETF | $15.5m | 0.2% | 175,951 |  | Added +55,133 |
| INVESCO QQQ TR | UNIT SER 1 | $14.7m | 0.2% | 20,004 |  | Added +119 |
| ISHARES TR | TIPS BD ETF | $14.6m | 0.2% | 133,756 |  | Reduced −1,438 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $14.0m | 0.2% | 57,812 |  | Reduced −1,103 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $13.7m | 0.2% | 372,636 |  | Added +6,243 |
| ISHARES TR | CALIF MUN BD ETF | $12.1m | 0.2% | 209,603 |  | Added +13,968 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $11.8m | 0.2% | 33,454 |  | Added +3,437 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $11.5m | 0.1% | 136,797 |  | Reduced −4,514 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $11.0m | 0.1% | 374,745 |  | Reduced −11,943 |
| DIMENSIONAL ETF TRUST | INTL VEC EQU ETF | $11.0m | 0.1% | 156,518 |  | Added +4,824 |
| ISHARES TR | NATIONAL MUN ETF | $10.7m | 0.1% | 99,802 |  | Added +2,233 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $10.6m | 0.1% | 43,214 |  | Reduced −3,044 |
| ISHARES TR | RUS 1000 GRW ETF | $10.2m | 0.1% | 82,068 |  | Added +61,614 |
| ISHARES TR | 1 3 YR TREAS BD | $10.2m | 0.1% | 123,851 |  | Added +10,055 |
| ISHARES TR | RUS 1000 ETF | $10.1m | 0.1% | 24,700 |  | Reduced −806 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $9.8m | 0.1% | 8,505 |  | Added +1,620 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $9.6m | 0.1% | 121,158 |  | Reduced −14,680 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $9.4m | 0.1% | 24,948 |  | Added +4,631 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $9.4m | 0.1% | 10,000 |  | Added +1,339 |
| ISHARES TR | MSCI EAFE ETF | $9.3m | 0.1% | 89,781 |  | Reduced −8,158 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $9.1m | 0.1% | 26,643 |  | Added +387 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $8.4m | 0.1% | 7,010 |  | Added +2,026 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $8.4m | 0.1% | 44,222 |  | Added +2,261 |
| SPDR INDEX SHS FDS | ST MARKE CAP ETF | $8.3m | 0.1% | 112,298 |  | Reduced −2,156 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | $8.2m | 0.1% | 319,785 |  | Added +20,492 |
| ISHARES TR | RUSEL 2500 ETF | $8.1m | 0.1% | 88,733 |  | Added +24,249 |
| DIMENSIONAL ETF TRUST | SHOR DUR FIX ETF | $8.1m | 0.1% | 168,878 |  | Reduced −2,085 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $8.1m | 0.1% | 71,174 |  | Added +7,009 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $7.7m | <0.1% | 59,640 |  | Added +643 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $7.4m | <0.1% | 29,199 |  | Added +1,150 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $7.2m | <0.1% | 138,154 |  | Reduced −5,691 |
| ISHARES TR | S&P 500 VAL ETF | $7.0m | <0.1% | 31,033 |  | Reduced −1,258 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $7.0m | <0.1% | 155,082 |  | Reduced −576 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $7.0m | <0.1% | 284,900 |  | Added +13,262 |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $6.9m | <0.1% | 15,874 |  | Added +6,919 |
| ISHARES TR | CORE INTL AGGR | $6.7m | <0.1% | 132,930 |  | Added +12,472 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $6.7m | <0.1% | 181,950 |  | Reduced −4,497 |
| [ORACLE CORP (ORCL)](/companies/orcl.md) | COM | $6.7m | <0.1% | 45,603 |  | Added +1,253 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $6.5m | <0.1% | 11,565 |  | Added +1,333 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $6.4m | <0.1% | 160,378 |  | Added +17,326 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $6.2m | <0.1% | 2,738 |  | Added +1,471 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $6.1m | <0.1% | 14,581 |  | Reduced −678 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $6.0m | <0.1% | 23,887 |  | Added +3,858 |
| ISHARES TR | NORTH AMERN NAT | $5.9m | <0.1% | 105,750 |  | Added +18 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $5.9m | <0.1% | 27,208 |  | Reduced −1,562 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $5.9m | <0.1% | 115,981 |  | Added +4,610 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $5.9m | <0.1% | 10,091 |  | Added +702 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $5.8m | <0.1% | 16,447 |  | Added +653 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $5.7m | <0.1% | 96,739 |  | Added +16,076 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $5.6m | <0.1% | 25,305 |  | Reduced −465 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $5.6m | <0.1% | 10,858 |  | Reduced −171 |
| SCHWAB STRATEGIC TR | US REIT ETF | $5.2m | <0.1% | 221,578 |  | Added +444 |
| DIMENSIONAL ETF TRUST | EMER MARK SU ETF | $5.1m | <0.1% | 104,452 |  | Reduced −3,374 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $5.1m | <0.1% | 26,679 |  | Reduced −19 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $5.0m | <0.1% | 27,280 |  | Added +2,325 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $5.0m | <0.1% | 25,222 |  | Reduced −303 |
| SPDR SERIES TRUST | ST STR P400MID | $4.9m | <0.1% | 72,858 |  | Reduced −643 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $4.8m | <0.1% | 37,983 |  | Added +1,775 |
| [SEMPRA (SRE)](/companies/sre.md) | COM | $4.6m | <0.1% | 49,127 |  | Added +2,403 |
| ISHARES TR | ESG OPTIMIZED | $4.4m | <0.1% | 28,649 |  | Added +402 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $4.3m | <0.1% | 156,818 |  | Added +17,859 |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $4.3m | <0.1% | 6,794 |  | Added +2,908 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.2m | <0.1% | 54,122 |  | Added +5,473 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $3.7m | <0.1% | 27,503 |  | Added +770 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $3.7m | <0.1% | 26,464 |  | Added +2,650 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.7m | <0.1% | 44,177 |  | Added +8,141 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $3.6m | <0.1% | 30,992 |  | Added +1,247 |
| [GENERAL DYNAMICS CORP (GD)](/companies/gd.md) | COM | $3.6m | <0.1% | 10,177 |  | Added +323 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.6m | <0.1% | 15,123 |  | Added +206 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $3.6m | <0.1% | 9,708 |  | Added +151 |
| AON PLC | SHS CL A | $3.5m | <0.1% | 10,535 |  | Added +459 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $3.4m | <0.1% | 7,100 |  | Added +459 |
| SPDR INDEX SHS FDS | ST INTL CAP ETF | $3.4m | <0.1% | 77,030 |  | Reduced −2,112 |
| ISHARES TR | ESG AWR MSCI USA | $3.3m | <0.1% | 20,431 |  | Reduced −620 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $3.3m | <0.1% | 4,587 |  | Added +542 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $3.3m | <0.1% | 19,798 |  | Reduced −496 |
| [RELIANCE INC (RS)](/companies/rs.md) | COM | $3.2m | <0.1% | 8,433 |  | Reduced −845 |
| ISHARES TR | RUS 1000 VAL ETF | $3.1m | <0.1% | 12,811 |  | Reduced −176 |
| ASML HLDG NV | N Y REGISTRY SHS | $3.0m | <0.1% | 1,510 |  | Added +271 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $3.0m | <0.1% | 41,586 |  | Added +940 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $2.9m | <0.1% | 7,972 |  | Added +1,815 |
| ISHARES TR | MSCI EMG MKT ETF | $2.9m | <0.1% | 41,710 |  | Reduced −1,616 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $2.8m | <0.1% | 19,118 |  | Added +733 |
| ISHARES TR | RUSSELL 2000 ETF | $2.7m | <0.1% | 9,137 |  | Reduced −381 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $2.7m | <0.1% | 7,866 |  | Added +303 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $2.7m | <0.1% | 77,109 |  | Reduced −738 |
| ISHARES TR | GL CLEAN ENE ETF | $2.7m | <0.1% | 130,223 |  | Reduced −4,578 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $2.7m | <0.1% | 32,109 |  | Added +8,558 |
| [NORTHROP GRUMMAN CORP (NOC)](/companies/noc.md) | COM | $2.5m | <0.1% | 4,938 |  | Added +900 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $2.5m | <0.1% | 8,304 |  | Added +7,883 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $2.5m | <0.1% | 13,842 |  | Reduced −9,642 |
| ISHARES TR | MBS ETF | $2.5m | <0.1% | 26,456 |  | Added +7,335 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $2.5m | <0.1% | 9,766 |  | Added +24 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $2.5m | <0.1% | 27,237 |  | Added +3,092 |
| [MVB FINL CORP (MVBF)](/companies/mvbf.md) | COM | $2.5m | <0.1% | 84,824 |  | Unchanged |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $2.5m | <0.1% | 4,818 |  | Added +184 |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $2.4m | <0.1% | 8,854 |  | Reduced −428 |
| ISHARES TR | SHRT NAT MUN ETF | $2.3m | <0.1% | 22,008 |  | Added +1,478 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $2.3m | <0.1% | 10,277 |  | New +10,277 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $2.3m | <0.1% | 40,195 |  | Added +1,695 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | $2.3m | <0.1% | 35,666 |  | Reduced −1,470 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $2.3m | <0.1% | 10,236 |  | New +10,236 |
| LINDE PLC | SHS | $2.3m | <0.1% | 4,359 |  | Added +164 |
| VANGUARD WORLD FD | INF TECH ETF | $2.3m | <0.1% | 18,916 |  | Added +16,881 |
| [NVR INC (NVR)](/companies/nvr.md) | COM | $2.3m | <0.1% | 331 |  | Added +12 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $2.2m | <0.1% | 18,815 |  | Reduced −1,074 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $2.2m | <0.1% | 14,358 |  | Added +3,487 |
| [LEIDOS HOLDINGS INC (LDOS)](/companies/ldos.md) | COM | $2.2m | <0.1% | 21,077 |  | Reduced −2,232 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $2.2m | <0.1% | 5,764 |  | Added +478 |
| [REALTY INCOME CORP (O)](/companies/o.md) | COM | $2.2m | <0.1% | 34,758 |  | Added +26,516 |
| ISHARES TR | MSCI ACWI ETF | $2.1m | <0.1% | 13,654 |  | Added +951 |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $2.1m | <0.1% | 4,294 |  | Added +2,385 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.1m | <0.1% | 71,742 |  | Reduced −2,905 |
| [UNITED PARCEL SVCS INC (UPS)](/companies/ups.md) | CL B | $2.1m | <0.1% | 19,267 |  | Reduced −85 |
| ISHARES TR | RUSSELL 3000 ETF | $2.0m | <0.1% | 4,742 |  | Reduced −21 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.0m | <0.1% | 53,341 |  | Added +656 |
| ISHARES TR | S&P MC 400VL ETF | $2.0m | <0.1% | 13,434 |  | Reduced −390 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $1.9m | <0.1% | 6,905 |  | Reduced −657 |
| ISHARES INC | EM MKT SM-CP ETF | $1.9m | <0.1% | 25,201 |  | Reduced −20 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $1.9m | <0.1% | 39,135 |  | Reduced −426 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.8m | <0.1% | 73,393 |  | Added +63,682 |
| [PALO ALTO NETWORKS INC (PANW)](/companies/panw.md) | COM | $1.8m | <0.1% | 5,265 |  | Added +1,036 |
| ISHARES TR | ESG AW MSCI EAFE | $1.8m | <0.1% | 17,169 |  | Added +392 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $1.8m | <0.1% | 4,428 |  | Added +2,195 |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $1.7m | <0.1% | 23,753 |  | Reduced −9,272 |
| ISHARES TR | RUS MDCP VAL ETF | $1.7m | <0.1% | 10,360 |  | Reduced −992 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $1.7m | <0.1% | 17,380 |  | Added +839 |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $1.7m | <0.1% | 14,205 |  | Added +511 |
| [SCIENCE APPLICATIONS INTL CO (SAIC)](/companies/saic.md) | COM | $1.7m | <0.1% | 15,083 |  | Reduced −1,215 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $1.6m | <0.1% | 3,310 |  | Added +404 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $1.6m | <0.1% | 1,607 |  | Added +132 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $1.6m | <0.1% | 17,536 |  | Added +452 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $1.6m | <0.1% | 15,378 |  | Added +225 |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $1.6m | <0.1% | 9,171 |  | Added +3,243 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $1.5m | <0.1% | 1,303 |  | Added +109 |
| [INVESCO CURRENCYSHARES SWISS (FXF)](/companies/fxf.md) | SWISS FRANC | $1.5m | <0.1% | 13,499 |  | Unchanged |
| [EVERPURE INC (P)](/companies/p.md) | CL A | $1.5m | <0.1% | 18,652 |  | Reduced −3,509 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.4m | <0.1% | 27,754 |  | Reduced −101 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $1.4m | <0.1% | 10,242 |  | Added +1,549 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $1.4m | <0.1% | 17,450 |  | Added +2,163 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $1.4m | <0.1% | 15,319 |  | Reduced −252 |
| [AMERICAN EXPRESS CO (AXP)](/companies/axp.md) | COM | $1.4m | <0.1% | 4,175 |  | Added +329 |
| ISHARES TR | S&P 500 GRWT ETF | $1.4m | <0.1% | 10,237 |  | Added +61 |
| [MARVELL TECHNOLOGY INC (MRVL)](/companies/mrvl.md) | COM | $1.4m | <0.1% | 4,714 |  | Added +1,164 |
| [SHOPIFY INC (SHOP)](/companies/shop.md) | CL A SUB VTG SHS | $1.4m | <0.1% | 12,248 |  | Added +7,278 |
| [CROWDSTRIKE HLDGS INC (CRWD)](/companies/crwd.md) | CL A | $1.4m | <0.1% | 1,831 |  | Added +382 |
| PIMCO ETF TR | INTER MUN BD ACT | $1.4m | <0.1% | 26,553 |  | Added +4,602 |
| SPDR SERIES TRUST | ST STR SP400VAL | $1.4m | <0.1% | 14,433 |  | Added +9 |
| [PNC FINL SVCS GROUP INC (PNC)](/companies/pnc.md) | COM | $1.4m | <0.1% | 5,522 |  | Added +504 |
| [MORGAN STANLEY (MS)](/companies/ms.md) | COM NEW | $1.4m | <0.1% | 6,502 |  | Added +1,492 |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $1.3m | <0.1% | 57,081 |  | Unchanged |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $1.3m | <0.1% | 22,483 |  | Added +2,308 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $1.3m | <0.1% | 21,031 |  | Reduced −519 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $1.3m | <0.1% | 1,321 |  | Added +99 |
| ISHARES INC | ESG AWR MSCI EM | $1.3m | <0.1% | 23,082 |  | Reduced −2,045 |
| [MARATHON PETE CORP (MPC)](/companies/mpc.md) | COM | $1.3m | <0.1% | 4,898 |  | Added +410 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $1.2m | <0.1% | 13,495 |  | Added +866 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $1.2m | <0.1% | 7,877 |  | Reduced −394 |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $1.2m | <0.1% | 28,507 |  | Added +2,654 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | $1.2m | <0.1% | 12,317 |  | Reduced −60 |
| ISHARES TR | CORE S&P US VLU | $1.2m | <0.1% | 10,713 |  | Added +28 |
| SPDR SERIES TRUST | ST STR SP400GRW | $1.2m | <0.1% | 10,378 |  | Added +20 |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.2m | <0.1% | 13,593 |  | Added +4,595 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.2m | <0.1% | 20,938 |  | Added +636 |
| [M & T BK CORP (MTB)](/companies/mtb.md) | COM | $1.1m | <0.1% | 4,708 |  | Reduced −34 |
| [SAP SE (SAP)](/companies/sap.md) | SPON ADR | $1.1m | <0.1% | 7,247 |  | Added +4,402 |
| [ANHEUSER BUSCH INBEV SA NV (BUD)](/companies/bud.md) | SPONSORED ADR | $1.1m | <0.1% | 13,275 |  | Added +4,682 |
| SPDR SERIES TRUST | ST INTL BBG ETF | $1.1m | <0.1% | 50,436 |  | Reduced −116 |
| ISHARES TR | ISHS 5-10YR INVT | $1.1m | <0.1% | 20,557 |  | Added +8,529 |
| [NEXTERA ENERGY INC (NEE)](/companies/nee.md) | COM | $1.1m | <0.1% | 12,207 |  | Added +940 |
| CHUBB LIMITED | COM | $1.1m | <0.1% | 3,118 |  | Added +537 |
| [STRYKER CORPORATION (SYK)](/companies/syk.md) | COM | $1.1m | <0.1% | 3,344 |  | Added +417 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $1.0m | <0.1% | 8,919 |  | Added +32 |
| [TRAVELERS COMPANIES INC (TRV)](/companies/trv.md) | COM | $1.0m | <0.1% | 3,158 |  | Added +238 |
| [STATE STR SPDR S&P MIDCAP 40 (MDY)](/companies/mdy.md) | UTSER1 S&PDCRP | $1.0m | <0.1% | 1,474 |  | Reduced −17 |
| [AT&T INC (T)](/companies/t.md) | COM | $1.0m | <0.1% | 50,057 |  | Added +1,069 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $1.0m | <0.1% | 3,787 |  | Added +290 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $1.0m | <0.1% | 12,517 |  | Reduced −19 |
| [PARKER-HANNIFIN CORP (PH)](/companies/ph.md) | COM | $1.0m | <0.1% | 1,041 |  | Added +219 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $1.0m | <0.1% | 2,625 |  | Added +160 |
| ISHARES INC | MSCI EMRG CHN | $1.0m | <0.1% | 9,923 |  | Reduced −311 |
| [BOOKING HOLDINGS INC (BKNG)](/companies/bkng.md) | COM | $1.0m | <0.1% | 5,688 |  | Added +5,498 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.0m | <0.1% | 3,284 |  | Reduced −136 |
| [GILEAD SCIENCES INC (GILD)](/companies/gild.md) | COM | $982.2k | <0.1% | 7,775 |  | Added +802 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $981.3k | <0.1% | 3,292 |  | Reduced −19 |
| TRANE TECHNOLOGIES PLC | SHS | $980.9k | <0.1% | 1,997 |  | Added +284 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $950.0k | <0.1% | 13,166 |  | Added +640 |
| [CUMMINS INC (CMI)](/companies/cmi.md) | COM | $945.1k | <0.1% | 1,325 |  | Added +187 |
| [FORTINET INC (FTNT)](/companies/ftnt.md) | COM | $944.3k | <0.1% | 6,147 |  | Reduced −158 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $936.2k | <0.1% | 9,781 |  | Added +1,819 |
| [CONOCOPHILLIPS (COP)](/companies/cop.md) | COM | $933.4k | <0.1% | 8,978 |  | Added +1,091 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $920.9k | <0.1% | 27,214 |  | Added +581 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $918.9k | <0.1% | 2,781 |  | Reduced −4 |
| [OUSTER INC (OUST)](/companies/oust.md) | COM NEW | $915.2k | <0.1% | 14,639 |  | Added +65 |
| [SOUTHERN COPPER CORP (SCCO)](/companies/scco.md) | COM | $884.4k | <0.1% | 5,075 |  | Added +479 |
| VANGUARD WORLD FD | FINANCIALS ETF | $873.9k | <0.1% | 6,640 |  | Reduced −56 |
| EATON CORP PLC | SHS | $872.8k | <0.1% | 2,048 |  | Added +201 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $865.9k | <0.1% | 2,765 |  | Added +298 |
| [SERVICENOW INC (NOW)](/companies/now.md) | COM | $855.8k | <0.1% | 8,620 |  | Added +1,237 |
| [BANCO BILBAO VIZCAYA ARGENTA (BBVA)](/companies/bbva.md) | SPONSORED ADR | $851.0k | <0.1% | 33,960 |  | Added +9,339 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $832.3k | <0.1% | 9,400 |  | Added +122 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $826.4k | <0.1% | 18,889 |  | Reduced −3,702 |
| [APOLLO GLOBAL MGMT INC (APO)](/companies/apo.md) | COM | $822.7k | <0.1% | 6,954 |  | Added +237 |
| [WASTE MGMT INC DEL (WM)](/companies/wm.md) | COM | $813.2k | <0.1% | 3,649 |  | Added +703 |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $808.8k | <0.1% | 7,550 |  | Added +34 |
| ISHARES TR | CORE 60 BALA ETF | $805.9k | <0.1% | 11,596 |  | Added +16 |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $804.4k | <0.1% | 16,779 |  | Added +6,857 |
| [BP PLC (BP)](/companies/bp.md) | SPONSORED ADR | $800.2k | <0.1% | 21,656 |  | Added +4,959 |
| ISHARES TR | IBONDS DEC2026 | $780.8k | <0.1% | 32,225 |  | Added +650 |
| [MCKESSON CORP (MCK)](/companies/mck.md) | COM | $778.3k | <0.1% | 1,030 |  | Reduced −91 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | $777.6k | <0.1% | 30,564 |  | Added +973 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $763.0k | <0.1% | 9,266 |  | Added +47 |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $761.3k | <0.1% | 12,604 |  | Added +1,680 |
| ISHARES TR | RUS MD CP GR ETF | $760.0k | <0.1% | 5,191 |  | Reduced −89 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $756.2k | <0.1% | 13,389 |  | Reduced −887 |
| [PACCAR INC (PCAR)](/companies/pcar.md) | COM | $749.4k | <0.1% | 6,239 |  | Reduced −30 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $738.8k | <0.1% | 13,781 |  | Added +1,440 |
| ISHARES TR | IBONDS 27 ETF | $731.6k | <0.1% | 30,206 |  | Added +1,260 |
| [MAXLINEAR INC (MXL)](/companies/mxl.md) | COM | $730.5k | <0.1% | 5,706 |  | Reduced −74,985 |
| ISHARES TR | SP SMCP600VL ETF | $729.7k | <0.1% | 5,339 |  | Reduced −132 |
| [DEERE & CO (DE)](/companies/de.md) | COM | $726.7k | <0.1% | 1,146 |  | Added +31 |
| [CVS HEALTH CORP (CVS)](/companies/cvs.md) | COM | $725.8k | <0.1% | 7,016 |  | Reduced −172 |
| [TORONTO DOMINION BK ONT (TD)](/companies/td.md) | COM NEW | $724.0k | <0.1% | 5,962 |  | Added +294 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $723.5k | <0.1% | 1,103 |  | Reduced −6 |
| [EBAY INC. (EBAY)](/companies/ebay.md) | COM | $721.0k | <0.1% | 6,452 |  | Added +322 |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $718.2k | <0.1% | 4,585 |  | Added +2,059 |
| [L3HARRIS TECHNOLOGIES INC (LHX)](/companies/lhx.md) | COM | $716.9k | <0.1% | 2,467 |  | Added +154 |
| PROSHARES TR | PSHS ULT SEMICDT | $716.5k | <0.1% | 6,872 |  | Unchanged |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $708.4k | <0.1% | 1,413 |  | Reduced −24 |
| [NOVARTIS AG (NVS)](/companies/nvs.md) | SPONSORED ADR | $707.6k | <0.1% | 4,515 |  | Added +505 |
| [VIASAT INC (VSAT)](/companies/vsat.md) | COM | $707.3k | <0.1% | 7,875 |  | Added +135 |
| [AVERY DENNISON CORP (AVY)](/companies/avy.md) | COM | $701.7k | <0.1% | 4,322 |  | Added +106 |
| [3M CO (MMM)](/companies/mmm.md) | COM | $701.1k | <0.1% | 4,330 |  | Added +1,092 |
| ISHARES TR | EAFE VALUE ETF | $700.3k | <0.1% | 9,149 |  | Reduced −8 |
| [ALLSTATE CORP (ALL)](/companies/all.md) | COM | $698.7k | <0.1% | 2,936 |  | Added +627 |
| ISHARES TR | BROAD USD HIGH | $696.6k | <0.1% | 18,817 |  | Added +1,412 |
| NXP SEMICONDUCTORS N V | COM | $695.0k | <0.1% | 2,473 |  | Reduced −138 |
| [CSX CORP (CSX)](/companies/csx.md) | COM | $694.6k | <0.1% | 14,615 |  | Added +250 |
| UNIFIED SER TR | BALLAST SMLMD CP | $694.5k | <0.1% | 13,629 |  | Added +122 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $692.6k | <0.1% | 5,113 |  | Added +1,180 |
| [VERTIV HOLDINGS CO (VRT)](/companies/vrt.md) | COM CL A | $690.4k | <0.1% | 2,062 |  | Added +585 |
| [MARRIOTT INTL INC NEW (MAR)](/companies/mar.md) | CL A | $686.3k | <0.1% | 1,852 |  | Added +73 |
| [CONSOLIDATED EDISON INC (ED)](/companies/ed.md) | COM | $685.8k | <0.1% | 6,199 |  | Added +2,314 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $683.8k | <0.1% | 13,500 |  | Added +100 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $679.4k | <0.1% | 3,110 |  | Added +864 |
| [PAYCHEX INC (PAYX)](/companies/payx.md) | COM | $671.0k | <0.1% | 6,824 |  | Added +1,480 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | $670.4k | <0.1% | 13,202 |  | Added +1,538 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $669.2k | <0.1% | 5,687 |  | Added +486 |
| ISHARES TR | S&P MC 400GR ETF | $664.6k | <0.1% | 5,656 |  | Added +199 |
| ISHARES TR | IBONDS 26 TRM TS | $662.7k | <0.1% | 28,950 |  | Added +96 |
| [BARCLAYS PLC (BCS)](/companies/bcs.md) | ADR | $662.4k | <0.1% | 24,663 |  | Added +6,719 |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $656.5k | <0.1% | 8,467 |  | Added +1,622 |
| SPDR SERIES TRUST | ST STR P500GRW | $651.2k | <0.1% | 5,473 |  | Reduced −64 |
| [FIDELITY WISE ORIGIN BITCOIN (FBTC)](/companies/fbtc.md) | SHS | $643.5k | <0.1% | 12,606 |  | Added +1,824 |
| [RIO TINTO PLC (RIO)](/companies/rio.md) | SPONSORED ADR | $641.9k | <0.1% | 6,762 |  | Added +978 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $641.0k | <0.1% | 19,255 |  | Added +256 |
| ISHARES TR | U.S. REAL ES ETF | $634.1k | <0.1% | 6,201 |  | Reduced −50 |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $628.0k | <0.1% | 4,387 |  | Added +739 |
| J P MORGAN EXCHANGE TRADED F | USD EMRNG MKT | $627.7k | <0.1% | 15,570 |  | Reduced −778 |
| ONEOK INC NEW | COM | $627.4k | <0.1% | 7,217 |  | Reduced −192 |
| ISHARES TR | IBONDS 27 TRM TS | $625.9k | <0.1% | 27,980 |  | Added +1,354 |
| [WILLDAN GROUP INC (WLDN)](/companies/wldn.md) | COM | $621.7k | <0.1% | 7,860 |  | New +7,860 |
| [D R HORTON INC (DHI)](/companies/dhi.md) | COM | $620.0k | <0.1% | 3,806 |  | New +3,806 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $611.3k | <0.1% | 19,279 |  | Added +2,925 |
| [ROYAL BK CDA (RY)](/companies/ry.md) | COM | $610.9k | <0.1% | 2,952 |  | Added +494 |
| [CORTEVA INC (CTVA)](/companies/ctva.md) | COM | $609.4k | <0.1% | 7,196 |  | Added +610 |
| [WHEATON PRECIOUS METALS CORP (WPM)](/companies/wpm.md) | COM | $602.4k | <0.1% | 5,363 |  | Added +342 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $601.1k | <0.1% | 24,963 |  | Reduced −4,953 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $600.7k | <0.1% | 2,418 |  | Added +546 |
| [DELTA AIR LINES INC (DAL)](/companies/dal.md) | COM NEW | $600.4k | <0.1% | 6,411 |  | Reduced −1,635 |
| [EQUINOR ASA (EQNR)](/companies/eqnr.md) | SPONSORED ADR | $599.2k | <0.1% | 19,084 |  | Added +5,212 |
| [INTERACTIVE BROKERS GROUP IN (IBKR)](/companies/ibkr.md) | COM CL A | $598.1k | <0.1% | 6,872 |  | Added +1,704 |
| [TERADYNE INC (TER)](/companies/ter.md) | COM | $597.5k | <0.1% | 1,235 |  | Added +450 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $595.7k | <0.1% | 1,381 |  | Added +21 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $594.7k | <0.1% | 11,009 |  | Added +19 |
| [BHP BILLITON LIMITED (BHP)](/companies/bhp.md) | SPONSORED ADS | $593.7k | <0.1% | 7,126 |  | Added +1,271 |
| ISHARES INC | MSCI BIC ETF | $590.5k | <0.1% | 15,246 |  | Reduced −727 |
| [HSBC HLDGS PLC (HSBC)](/companies/hsbc.md) | SPON ADR NEW | $590.0k | <0.1% | 6,204 |  | Added +736 |
| [PUBLIC STORAGE (PSA)](/companies/psa.md) | COM | $576.0k | <0.1% | 1,810 |  | Reduced −6,097 |
| [ALBERTSONS COMPANIES INC (ACI)](/companies/aci.md) | COMMON STOCK | $575.5k | <0.1% | 42,532 |  | New +42,532 |
| [EXPEDITORS INTL WASH INC (EXPD)](/companies/expd.md) | COM | $575.2k | <0.1% | 3,529 |  | Added +46 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $572.2k | <0.1% | 2,197 |  | Added +494 |
| [CELESTICA INC (CLS)](/companies/cls.md) | COM | $571.4k | <0.1% | 1,566 |  | Added +130 |
| [PRUDENTIAL FINL INC (PRU)](/companies/pru.md) | COM | $570.4k | <0.1% | 5,285 |  | Added +1,045 |
| AMERICAN CENTY ETF TR | US SML CP VALU | $569.2k | <0.1% | 4,562 |  | Added +2,301 |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $564.2k | <0.1% | 8,796 |  | New +8,796 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $563.6k | <0.1% | 3,381 |  | Added +1,820 |
| [PPL CORP (PPL)](/companies/ppl.md) | COM | $560.3k | <0.1% | 15,415 |  | Added +1,172 |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $558.9k | <0.1% | 10,662 |  | Added +2,982 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $546.0k | <0.1% | 3,455 |  | Reduced −115 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $540.5k | <0.1% | 3,407 |  | Added +21 |
| [AMERICAN HEALTHCARE REIT INC (AHR)](/companies/ahr.md) | COM SHS | $536.6k | <0.1% | 10,289 |  | Reduced −71 |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | $531.9k | <0.1% | 2,580 |  | Unchanged |
| SPDR SERIES TRUST | ST STR PFD ETF | $530.5k | <0.1% | 17,376 |  | Reduced −6,293 |
| [MOTOROLA SOLUTIONS INC (MSI)](/companies/msi.md) | COM NEW | $527.6k | <0.1% | 1,270 |  | Added +112 |
| [THE CIGNA GROUP (CI)](/companies/ci.md) | COM | $527.1k | <0.1% | 1,912 |  | Added +109 |
| ISHARES TR | S&P SML 600 GWT | $520.6k | <0.1% | 2,915 |  | Added +331 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $519.8k | <0.1% | 8,265 |  | Added +1,131 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $517.8k | <0.1% | 5,544 |  | Added +1,184 |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $513.6k | <0.1% | 3,213 |  | Added +15 |
| ISHARES TR | CORE MSCI TOTAL | $511.8k | <0.1% | 5,362 |  | Added +87 |
| [BANK MONTREAL MEDIUM (BMO)](/companies/bmo.md) | COM | $507.2k | <0.1% | 2,870 |  | Added +347 |
| [NATIONAL GRID PLC (NGG)](/companies/ngg.md) | SPONSORED ADR NE | $504.3k | <0.1% | 6,085 |  | Added +1,030 |
| [MONDELEZ INTL INC (MDLZ)](/companies/mdlz.md) | CL A | $503.4k | <0.1% | 8,704 |  | Added +313 |
| PIMCO ETF TR | MUNI INCOME OPP | $503.4k | <0.1% | 11,000 |  | Added +1,800 |
| JOHNSON CONTROLS INTERNATION | SHS | $502.2k | <0.1% | 3,437 |  | Added +364 |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $499.7k | <0.1% | 2,231 |  | Added +665 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $497.9k | <0.1% | 12,251 |  | Added +644 |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $492.8k | <0.1% | 154 |  | Added +7 |
| [CSW INDUSTRIALS INC (CSW)](/companies/csw.md) | COM | $490.1k | <0.1% | 1,761 |  | Added +8 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $487.3k | <0.1% | 6,454 |  | Added +1,425 |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $486.8k | <0.1% | 467 |  | Added +54 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $485.4k | <0.1% | 1,795 |  | Reduced −279 |
| COLUMBIA ETF TR II | EM CORE EX ETF | $480.6k | <0.1% | 9,089 |  | Reduced −558 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $474.9k | <0.1% | 1,196 |  | Added +39 |
| [TARGET CORP (TGT)](/companies/tgt.md) | COM | $474.8k | <0.1% | 3,636 |  | Added +932 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $474.0k | <0.1% | 5,392 |  | Added +4,314 |
| [CARRIER GLOBAL CORPORATION (CARR)](/companies/carr.md) | COM | $473.8k | <0.1% | 6,459 |  | Reduced −156 |
| [CARDINAL HEALTH INC (CAH)](/companies/cah.md) | COM | $473.0k | <0.1% | 1,991 |  | Reduced −44 |
| [BLACKROCK INC (BLK)](/companies/blk.md) | COM | $471.7k | <0.1% | 491 |  | Added +43 |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $470.7k | <0.1% | 2,074 |  | Added +589 |
| ASTRAZENECA PLC | ORD | $469.3k | <0.1% | 2,475 |  | Added +88 |
| [TOYOTA MOTOR CORP (TM)](/companies/tm.md) | ADS | $460.2k | <0.1% | 2,733 |  | Reduced −238 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $459.2k | <0.1% | 2,605 |  | Added +513 |
| [ROCKET LAB CORP (RKLB)](/companies/rklb.md) | COM | $456.1k | <0.1% | 4,487 |  | Added +349 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | $453.3k | <0.1% | 3,946 |  | Unchanged |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $452.7k | <0.1% | 2,208 |  | Added +72 |
| [INVESCO CURRENCYSHARES EURO (FXE)](/companies/fxe.md) | EURO SHS | $449.1k | <0.1% | 4,259 |  | Unchanged |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | $448.3k | <0.1% | 5,917 |  | Added +2,684 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $448.0k | <0.1% | 4,952 |  | Added +2,364 |
| [FORD MTR CO (F)](/companies/f.md) | COM | $442.9k | <0.1% | 31,861 |  | Added +2,873 |
| [EXELON CORP (EXC)](/companies/exc.md) | COM | $442.2k | <0.1% | 9,485 |  | Added +2,081 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $441.5k | <0.1% | 2,813 |  | Reduced −751 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $440.0k | <0.1% | 8,285 |  | Added +2,853 |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $439.0k | <0.1% | 3,036 |  | Added +102 |
| [OSI SYSTEMS INC (OSIS)](/companies/osis.md) | COM | $437.4k | <0.1% | 2,000 |  | Reduced −11 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $437.0k | <0.1% | 3,085 |  | Unchanged |
| [ENTERPRISE PRODS PARTNERS L (EPD)](/companies/epd.md) | COM | $434.8k | <0.1% | 11,827 |  | Added +2,873 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $433.9k | <0.1% | 4,712 |  | Added +1,105 |
| ALPS ETF TR | ALERIAN MLP | $432.4k | <0.1% | 8,340 |  | Added +4 |
| [CENOVUS ENERGY INC (CVE)](/companies/cve.md) | COM | $427.1k | <0.1% | 17,216 |  | Added +2,779 |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $424.9k | <0.1% | 312 |  | Added +66 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $422.2k | <0.1% | 8,219 |  | Unchanged |
| [BANCO SANTANDER SA (SAN)](/companies/san.md) | ADR | $421.1k | <0.1% | 30,512 |  | Added +11,877 |
| [SUNCOR ENERGY INC NEW (SU)](/companies/su.md) | COM | $419.7k | <0.1% | 7,819 |  | Added +1,351 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $419.5k | <0.1% | 11,610 |  | Reduced −226 |
| [SIMON PPTY GROUP INC NEW (SPG)](/companies/spg.md) | COM | $417.0k | <0.1% | 1,864 |  | Added +108 |
| [NATWEST GROUP PLC (NWG)](/companies/nwg.md) | SPONS ADR | $415.9k | <0.1% | 23,593 |  | Added +7,125 |
| [ENBRIDGE INC (ENB)](/companies/enb.md) | COM | $415.6k | <0.1% | 7,667 |  | Added +981 |
| VANGUARD INDEX FDS | SML CP GRW ETF | $412.9k | <0.1% | 1,129 |  | Reduced −122 |
| [ENTERPRISE FINL SVCS CORP (EFSC)](/companies/efsc.md) | COM | $408.7k | <0.1% | 6,204 |  | Added +70 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $408.2k | <0.1% | 2,204 |  | Reduced −149 |
| [UNITED RENTALS INC (URI)](/companies/uri.md) | COM | $408.0k | <0.1% | 360 |  | New +360 |
| [DOMINION ENERGY INC (D)](/companies/d.md) | COM | $405.2k | <0.1% | 5,934 |  | Added +351 |
| [AGNICO EAGLE MINES LTD (AEM)](/companies/aem.md) | COM | $403.6k | <0.1% | 2,602 |  | Added +99 |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $400.8k | <0.1% | 2,371 |  | Added +18 |
| [UNITED AIRLS HLDGS INC (UAL)](/companies/ual.md) | COM | $398.3k | <0.1% | 2,929 |  | Added +191 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $395.2k | <0.1% | 4,398 |  | Reduced −55 |
| [GAMING & LEISURE P (GLPI)](/companies/glpi.md) | COM | $394.0k | <0.1% | 8,848 |  | Added +34 |
| [MATTEL INC (MAT)](/companies/mat.md) | COM | $389.6k | <0.1% | 28,071 |  | Added +8,632 |
| [ON SEMICONDUCTOR CORP (ON)](/companies/on.md) | COM | $388.2k | <0.1% | 4,106 |  | Added +108 |
| [T-MOBILE US INC (TMUS)](/companies/tmus.md) | COM | $388.0k | <0.1% | 2,313 |  | Reduced −183 |
| [AMERICAN ELEC PWR CO INC (AEP)](/companies/aep.md) | COM | $387.6k | <0.1% | 2,833 |  | Reduced −236 |
| [BANK NOVA SCOTIA B C (BNS)](/companies/bns.md) | COM | $383.0k | <0.1% | 4,410 |  | Added +585 |
| [GARTNER INC (IT)](/companies/it.md) | COM | $379.8k | <0.1% | 2,930 |  | Added +192 |
| [BROOKFIELD CORP (BN)](/companies/bn.md) | CL A LTD VT SH | $379.5k | <0.1% | 8,910 |  | Reduced −598 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $378.2k | <0.1% | 10,431 |  | Reduced −915 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $377.0k | <0.1% | 1,879 |  | Added +10 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $375.9k | <0.1% | 1,242 |  | New +1,242 |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $374.1k | <0.1% | 1,343 |  | Added +128 |
| [ROSS STORES INC (ROST)](/companies/rost.md) | COM | $373.0k | <0.1% | 1,752 |  | Added +340 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $372.9k | <0.1% | 16,121 |  | Reduced −732 |
| [INTUIT (INTU)](/companies/intu.md) | COM | $372.1k | <0.1% | 1,425 |  | Reduced −198 |
| [CANADIAN IMPERIAL BANK OF CO (CM)](/companies/cm.md) | COM | $371.6k | <0.1% | 3,231 |  | Added +288 |
| CRH PLC | ORD | $370.3k | <0.1% | 3,461 |  | Added +791 |
| [REVVITY INC (RVTY)](/companies/rvty.md) | COM | $370.1k | <0.1% | 3,326 |  | Reduced −35 |
| ISHARES TR | SELECT DIVID ETF | $367.4k | <0.1% | 2,351 |  | Unchanged |
| ACCENTURE PLC IRELAND | SHS CLASS A | $365.7k | <0.1% | 2,939 |  | Reduced −104 |
| [BARRICK MNG CORP (B)](/companies/b.md) | COM SHS | $361.9k | <0.1% | 9,853 |  | Added +2,485 |
| [EOG RES INC (EOG)](/companies/eog.md) | COM | $361.0k | <0.1% | 2,782 |  | Added +1,135 |
| [CANADIAN NAT RES LTD MED TER (CNQ)](/companies/cnq.md) | COM | $356.7k | <0.1% | 9,030 |  | Added +1,189 |
| [RLI CORP (RLI)](/companies/rli.md) | COM | $356.3k | <0.1% | 6,031 |  | Added +999 |
| WARNER BROS DISCOVERY INC | COM SER A | $355.7k | <0.1% | 13,343 |  | Added +464 |
| NEBIUS GROUP N.V. | SHS CLASS A | $355.7k | <0.1% | 1,288 |  | New +1,288 |
| [MONSTER BEVERAGE CORP NEW (MNST)](/companies/mnst.md) | COM | $355.7k | <0.1% | 3,700 |  | Added +867 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $355.1k | <0.1% | 2,078 |  | New +2,078 |
| FIRST TR EXCHANGE-TRADED FD | SHS | $353.2k | <0.1% | 7,332 |  | Unchanged |
| ISHARES TR | MORNINGSTR US EQ | $353.2k | <0.1% | 3,408 |  | Reduced −25 |
| [WINTRUST FINL CORP (WTFC)](/companies/wtfc.md) | COM | $353.1k | <0.1% | 2,197 |  | Reduced −71 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $349.9k | <0.1% | 561 |  | Added +38 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | $348.7k | <0.1% | 6,555 |  | Unchanged |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | $344.3k | <0.1% | 6,800 |  | Reduced −50 |
| [FASTENAL CO (FAST)](/companies/fast.md) | COM | $344.0k | <0.1% | 7,161 |  | Added +235 |
| [VANECK MERK GOLD ETF (OUNZ)](/companies/ounz.md) | GOLD SHS | $342.6k | <0.1% | 8,878 |  | Added +800 |
| [OCCIDENTAL PETE CORP (OXY)](/companies/oxy.md) | COM | $341.6k | <0.1% | 7,033 |  | Added +330 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $341.0k | <0.1% | 837 |  | Added +152 |
| [AMEREN CORP (AEE)](/companies/aee.md) | COM | $338.9k | <0.1% | 2,998 |  | Added +9 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $336.4k | <0.1% | 6,929 |  | Added +130 |
| [MKS INC. (MKSI)](/companies/mksi.md) | COM | $335.5k | <0.1% | 754 |  | New +754 |
| ISHARES TR | RUS MID CAP ETF | $333.9k | <0.1% | 3,027 |  | Added +69 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $331.2k | <0.1% | 643 |  | New +643 |
| [COMFORT SYS USA INC (FIX)](/companies/fix.md) | COM | $331.0k | <0.1% | 167 |  | New +167 |
| [ALLIANT ENERGY CORP (LNT)](/companies/lnt.md) | COM | $330.9k | <0.1% | 4,338 |  | Reduced −1,288 |
| [AXON ENTERPRISE INC (AXON)](/companies/axon.md) | COM | $330.9k | <0.1% | 590 |  | Added +94 |
| [SLB LIMITED (SLB)](/companies/slb.md) | COM STK | $329.6k | <0.1% | 7,089 |  | Added +175 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $329.2k | <0.1% | 1,936 |  | Added +60 |
| [TEXTRON INC (TXT)](/companies/txt.md) | COM | $329.2k | <0.1% | 3,588 |  | Added +12 |
| PACER FDS TR | US CASH COWS 100 | $329.0k | <0.1% | 5,289 |  | Added +351 |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $328.1k | <0.1% | 2,006 |  | Reduced −198 |
| [UNILEVER PLC (UL)](/companies/ul.md) | SPON ADR NEW | $327.9k | <0.1% | 5,454 |  | Reduced −2,203 |
| [STMICROELECTRONICS N V (STM)](/companies/stm.md) | NY REGISTRY | $326.5k | <0.1% | 4,359 |  | New +4,359 |
| VANECK ETF TRUST | NATURAL RESOURC | $326.4k | <0.1% | 4,757 |  | Reduced −847 |
| [CADENCE DESIGN SYSTEM INC (CDNS)](/companies/cdns.md) | COM | $325.9k | <0.1% | 868 |  | New +868 |
| ISHARES TR | RUS 2000 GRW ETF | $325.4k | <0.1% | 826 |  | Reduced −68 |
| [OMNICOM GROUP INC (OMC)](/companies/omc.md) | COM | $325.1k | <0.1% | 4,464 |  | Added +135 |
| ISHARES TR | US AER DEF ETF | $324.4k | <0.1% | 1,338 |  | Added +297 |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $321.6k | <0.1% | 7,835 |  | Added +2,655 |
| [BRITISH AMERN TOB PLC (BTI)](/companies/bti.md) | SPONSORED ADR | $321.3k | <0.1% | 5,203 |  | Added +855 |
| [RELX PLC (RELX)](/companies/relx.md) | SPONSORED ADR | $320.8k | <0.1% | 10,129 |  | Added +3,935 |
| SPDR INDEX SHS FDS | ST STR MSCI GLB | $320.4k | <0.1% | 3,740 |  | Added +718 |
| [HARTFORD INSURANCE GROUP INC (HIG)](/companies/hig.md) | COM | $320.1k | <0.1% | 2,416 |  | Reduced −89 |
| [ORIX CORP (IX)](/companies/ix.md) | SPONSORED ADR | $320.0k | <0.1% | 8,411 |  | New +8,411 |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $318.3k | <0.1% | 239 |  | Added +29 |
| [DIAGEO PLC (DEO)](/companies/deo.md) | SPON ADR NEW | $316.6k | <0.1% | 3,939 |  | New +3,939 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $314.6k | <0.1% | 5,823 |  | Unchanged |
| [MERCADOLIBRE  INC (MELI)](/companies/meli.md) | COM | $314.3k | <0.1% | 185 |  | Reduced −59 |
| [AST SPACEMOBILE INC (ASTS)](/companies/asts.md) | COM CL A | $313.9k | <0.1% | 3,532 |  | New +3,532 |
| GLOBAL X FDS | ARTIFICIAL ETF | $313.6k | <0.1% | 4,780 |  | New +4,780 |
| [MITSUBISHI UFJ FINANCIAL GRO (MUFG)](/companies/mufg.md) | SPONSORED ADS | $312.5k | <0.1% | 15,713 |  | Added +5,484 |
| [BIOGEN INC (BIIB)](/companies/biib.md) | COM | $310.7k | <0.1% | 1,438 |  | Reduced −286 |
| [NORFOLK SOUTHN CORP (NSC)](/companies/nsc.md) | COM | $310.1k | <0.1% | 986 |  | Added +23 |
| ELECTRONIC ARTS INC | COM | $309.6k | <0.1% | 1,510 |  | New +1,510 |
| [CURTISS WRIGHT CORP (CW)](/companies/cw.md) | COM | $306.1k | <0.1% | 404 |  | Added +18 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $305.6k | <0.1% | 6,529 |  | New +6,529 |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $303.9k | <0.1% | 1,426 |  | Added +347 |
| [ZSCALER INC (ZS)](/companies/zs.md) | COM | $301.5k | <0.1% | 2,136 |  | New +2,136 |
| RBB FD INC | MOTLEY FOOL GBL | $299.1k | <0.1% | 9,725 |  | Added +1,711 |
| [TELEFONAKTIEBOLAGET LM ERICS (ERIC)](/companies/eric.md) | ADR B SEK 10 | $298.6k | <0.1% | 26,784 |  | Added +8,694 |
| [LABCORP HOLDINGS INC (LH)](/companies/lh.md) | COM SHS | $295.9k | <0.1% | 1,057 |  | Reduced −42 |
| [WASTE CONNECTIONS INC (WCN)](/companies/wcn.md) | COM | $295.7k | <0.1% | 1,774 |  | Added +57 |
| [GLOBALSTAR INC (GSAT)](/companies/gsat.md) | COM NEW | $294.6k | <0.1% | 3,624 |  | Added +27 |
| ISHARES TR | 0-3 MTH TREASURY | $294.3k | <0.1% | 2,924 |  | New +2,924 |
| [STERLING INFRASTRUCTURE INC (STRL)](/companies/strl.md) | COM | $292.1k | <0.1% | 348 |  | New +348 |
| [WEC ENERGY GROUP INC (WEC)](/companies/wec.md) | COM | $292.0k | <0.1% | 2,501 |  | Reduced −80 |
| ISHARES TR | IBON 2027 TE ETF | $289.4k | <0.1% | 13,106 |  | Reduced −447 |
| [AGREE RLTY CORP (ADC)](/companies/adc.md) | COM | $288.9k | <0.1% | 3,814 |  | Reduced −809 |
| [SUMITOMO MITSUI FIN GRP INC (SMFG)](/companies/smfg.md) | SPONSORED ADR | $288.2k | <0.1% | 12,223 |  | New +12,223 |
| [HONDA MOTOR CO LTD (HMC)](/companies/hmc.md) | ADR ECH CNV IN 3 | $287.7k | <0.1% | 10,612 |  | New +10,612 |
| [HOWMET AEROSPACE INC (HWM)](/companies/hwm.md) | COM | $287.4k | <0.1% | 1,069 |  | New +1,069 |
| [STATE STR SPDR DOW JONES IND (DIA)](/companies/dia.md) | UT SER 1 | $283.7k | <0.1% | 543 |  | Unchanged |
| [KIMBERLY-CLARK CORP (KMB)](/companies/kmb.md) | COM | $283.2k | <0.1% | 2,580 |  | Added +436 |
| [TRUIST FINL CORP (TFC)](/companies/tfc.md) | COM | $281.7k | <0.1% | 5,655 |  | Added +1,234 |
| [MERIT MED SYS INC (MMSI)](/companies/mmsi.md) | COM | $281.7k | <0.1% | 4,062 |  | New +4,062 |
| [NEUROCRINE BIOSCIENCES INC (NBIX)](/companies/nbix.md) | COM | $280.1k | <0.1% | 1,662 |  | Reduced −873 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $279.5k | <0.1% | 388 |  | New +388 |
| ARCH CAP GROUP LTD | ORD | $279.1k | <0.1% | 2,876 |  | Added +265 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $278.9k | <0.1% | 2,683 |  | Reduced −264 |
| [FORTIS INC (FTS)](/companies/fts.md) | COM | $278.3k | <0.1% | 4,863 |  | Added +321 |
| [F5 INC (FFIV)](/companies/ffiv.md) | COM | $278.2k | <0.1% | 669 |  | New +669 |
| [GALLAGHER ARTHUR J & CO (AJG)](/companies/ajg.md) | COM | $277.0k | <0.1% | 1,207 |  | New +1,207 |
| GLOBAL X FDS | US INFR DEV ETF | $276.5k | <0.1% | 4,693 |  | New +4,693 |
| [ING GROEP N.V. (ING)](/companies/ing.md) | SPONSORED ADR | $275.2k | <0.1% | 8,769 |  | New +8,769 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $274.9k | <0.1% | 6,836 |  | New +6,836 |
| [CEREBRAS SYSTEMS INC (CBRS)](/companies/cbrs.md) | COM CL A | $274.5k | <0.1% | 1,242 |  | New +1,242 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $273.3k | <0.1% | 1,005 |  | New +1,005 |
| [TAKEDA PHARMACEUTICAL CO LTD (TAK)](/companies/tak.md) | SPONSORED ADS | $272.4k | <0.1% | 16,991 |  | Added +3,416 |
| ISHARES TR | CORE S&P US GWT | $271.1k | <0.1% | 1,441 |  | Reduced −43 |
| PACER FDS TR | METAURUS CAP 400 | $269.2k | <0.1% | 5,974 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP DIV | $268.3k | <0.1% | 1,763 |  | Reduced −57 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $266.3k | <0.1% | 5,171 |  | New +5,171 |
| [NORTHERN TR CORP (NTRS)](/companies/ntrs.md) | COM | $266.3k | <0.1% | 1,532 |  | Reduced −12 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $264.8k | <0.1% | 679 |  | Reduced −121 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $264.6k | <0.1% | 3,165 |  | Added +292 |
| [ARCELORMITTAL SA LUXEMBOURG (MT)](/companies/mt.md) | NY REGISTRY SH | $264.1k | <0.1% | 4,385 |  | New +4,385 |
| [ROYAL GOLD INC (RGLD)](/companies/rgld.md) | COM | $263.9k | <0.1% | 1,322 |  | Added +100 |
| [CACI INTL INC (CACI)](/companies/caci.md) | CL A | $263.1k | <0.1% | 568 |  | Reduced −1 |
| [GENERAL MILLS INC (GIS)](/companies/gis.md) | COM | $261.7k | <0.1% | 7,521 |  | New +7,521 |
| [PACKAGING CORP AMER (PKG)](/companies/pkg.md) | COM | $261.6k | <0.1% | 1,098 |  | Added +70 |
| [HALLIBURTON CO (HAL)](/companies/hal.md) | COM | $260.4k | <0.1% | 7,670 |  | Added +692 |
| [PUBLIC SVC ENTERPRISE GROUP (PEG)](/companies/peg.md) | COM | $257.4k | <0.1% | 3,171 |  | New +3,171 |
| [COMCAST CORP NEW (CMCSA)](/companies/cmcsa.md) | CL A | $255.6k | <0.1% | 10,409 |  | Reduced −1,181 |
| ISHARES TR | FUTU EXPO TE ETF | $255.2k | <0.1% | 3,089 |  | Unchanged |
| [IQVIA HLDGS INC (IQV)](/companies/iqv.md) | COM | $252.9k | <0.1% | 1,309 |  | Reduced −10,522 |
| [TAPESTRY INC (TPR)](/companies/tpr.md) | COM | $252.2k | <0.1% | 1,723 |  | Reduced −16 |
| TOTALENERGIES SE | ACT | $251.6k | <0.1% | 3,235 |  | Reduced −106 |
| [VODAFONE GROUP PLC (VOD)](/companies/vod.md) | SPONSORED ADR | $246.8k | <0.1% | 18,662 |  | Added +643 |
| [KROGER CO (KR)](/companies/kr.md) | COM | $246.7k | <0.1% | 4,442 |  | Added +545 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $245.2k | <0.1% | 7,671 |  | Added +744 |
| [MONOLITHIC PWR SYS INC (MPWR)](/companies/mpwr.md) | COM | $242.6k | <0.1% | 176 |  | Reduced −12 |
| [SOFI TECHNOLOGIES INC (SOFI)](/companies/sofi.md) | COM | $240.6k | <0.1% | 13,419 |  | Added +2,066 |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $239.8k | <0.1% | 1,585 |  | Added +44 |
| [NOMURA HLDGS INC (NMR)](/companies/nmr.md) | SPONSORED ADR | $239.7k | <0.1% | 27,301 |  | Added +7,968 |
| FIRST TR EXCHANGE-TRADED FD | TECH ALPHADEX | $239.4k | <0.1% | 1,102 |  | New +1,102 |
| [PRINCIPAL FINANCIAL GROUP IN (PFG)](/companies/pfg.md) | COM | $234.8k | <0.1% | 2,178 |  | New +2,178 |
| [JEFFERIES FINANCIAL GROUP IN (JEF)](/companies/jef.md) | COM | $233.6k | <0.1% | 4,674 |  | New +4,674 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $233.6k | <0.1% | 3,312 |  | New +3,312 |
| CARNIVAL CORP LTD | COMMON SHARES | $233.3k | <0.1% | 8,167 |  | New +8,167 |
| [TAKE-TWO INTERACTIVE SOFTWAR (TTWO)](/companies/ttwo.md) | COM | $232.3k | <0.1% | 929 |  | New +929 |
| IREN LIMITED | ORDINARY SHARES | $232.2k | <0.1% | 5,077 |  | New +5,077 |
| [LUMENTUM HLDGS INC (LITE)](/companies/lite.md) | COM | $232.2k | <0.1% | 271 |  | New +271 |
| ROYAL CARIBBEAN GROUP | COM | $232.0k | <0.1% | 731 |  | New +731 |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | $228.6k | <0.1% | 4,556 |  | Reduced −22 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $228.5k | <0.1% | 1,043 |  | Unchanged |
| ISHARES TR | MSCI USA MIN ETF | $228.5k | <0.1% | 2,369 |  | Reduced −704 |
| ISHARES TR | CORE HIGH DV ETF | $228.2k | <0.1% | 8,325 |  | New +8,325 |
| [TTM TECHNOLOGIES INC (TTMI)](/companies/ttmi.md) | COM | $225.9k | <0.1% | 1,208 |  | New +1,208 |
| ISHARES TR | U.S. TECH ETF | $223.8k | <0.1% | 887 |  | New +887 |
| MEDTRONIC PLC | SHS | $223.7k | <0.1% | 2,860 |  | Added +437 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $223.4k | <0.1% | 5,234 |  | New +5,234 |
| [CENTERPOINT ENERGY INC (CNP)](/companies/cnp.md) | COM | $221.9k | <0.1% | 5,039 |  | New +5,039 |
| ISHARES TR | FLTG RATE NT ETF | $221.3k | <0.1% | 4,334 |  | New +4,334 |
| [TELEDYNE TECHNOLOGIES INC (TDY)](/companies/tdy.md) | COM | $220.5k | <0.1% | 331 |  | New +331 |
| [MAGNA INTL INC (MGA)](/companies/mga.md) | COM | $220.2k | <0.1% | 3,354 |  | New +3,354 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $219.7k | <0.1% | 2,955 |  | New +2,955 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $217.1k | <0.1% | 6,020 |  | New +6,020 |
| CATALYST PHARMACEUTICALS INC | COM | $215.8k | <0.1% | 6,865 |  | New +6,865 |
| [CANADIAN PACIFIC KANSAS CITY (CP)](/companies/cp.md) | COM | $214.8k | <0.1% | 2,479 |  | New +2,479 |
| [KEYSIGHT TECHNOLOGIES INC (KEYS)](/companies/keys.md) | COM | $214.6k | <0.1% | 613 |  | New +613 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $214.5k | <0.1% | 708 |  | New +708 |
| NUVEEN CALIF AMT FREE MUNI I | COM | $214.2k | <0.1% | 17,094 |  | Unchanged |
| [SOUTHWEST AIRLS CO (LUV)](/companies/luv.md) | COM | $214.1k | <0.1% | 4,165 |  | New +4,165 |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $213.5k | <0.1% | 3,993 |  | Reduced −335 |
| [STEEL DYNAMICS INC (STLD)](/companies/stld.md) | COM | $213.2k | <0.1% | 929 |  | New +929 |
| ISHARES TR | MSCI USA MMENTM | $212.3k | <0.1% | 619 |  | New +619 |
| ISHARES TR | INTL TREA BD ETF | $212.1k | <0.1% | 5,171 |  | Reduced −467 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $212.1k | <0.1% | 2,567 |  | New +2,567 |
| [ENOVA INTL INC (ENVA)](/companies/enva.md) | COM | $211.6k | <0.1% | 879 |  | New +879 |
| [SIMPSON MFG INC (SSD)](/companies/ssd.md) | COM | $211.0k | <0.1% | 1,008 |  | New +1,008 |
| [AMERICAN INTL GROUP INC (AIG)](/companies/aig.md) | COM NEW | $210.3k | <0.1% | 2,822 |  | New +2,822 |
| AXIS CAP HLDGS LTD | SHS | $210.3k | <0.1% | 1,957 |  | New +1,957 |
| [BLOCK INC (XYZ)](/companies/xyz.md) | CL A | $209.9k | <0.1% | 2,762 |  | New +2,762 |
| [PDF SOLUTIONS INC (PDFS)](/companies/pdfs.md) | COM | $209.5k | <0.1% | 2,959 |  | New +2,959 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | $208.4k | <0.1% | 4,100 |  | Unchanged |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $208.0k | <0.1% | 5,035 |  | New +5,035 |
| ISHARES TR | IBON 2026 TE ETF | $207.4k | <0.1% | 9,157 |  | Reduced −435 |
| [NOKIA CORP (NOK)](/companies/nok.md) | SPONSORED ADR | $207.2k | <0.1% | 15,602 |  | New +15,602 |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $207.2k | <0.1% | 796 |  | New +796 |
| [SPROUTS FMRS MKT INC (SFM)](/companies/sfm.md) | COM | $207.0k | <0.1% | 2,447 |  | New +2,447 |
| [GENERAL MTRS CO (GM)](/companies/gm.md) | COM | $206.3k | <0.1% | 2,676 |  | New +2,676 |
| [ALPHATEC HLDGS INC (ATEC)](/companies/atec.md) | COM NEW | $206.3k | <0.1% | 23,847 |  | Reduced −1,433 |
| [BOX INC (BOX)](/companies/box.md) | CL A | $206.3k | <0.1% | 7,772 |  | New +7,772 |
| UBS GROUP AG | SHS | $206.1k | <0.1% | 4,159 |  | New +4,159 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | $205.9k | <0.1% | 5,410 |  | New +5,410 |
| [JACOBS SOLUTIONS INC (J)](/companies/j.md) | COM | $203.7k | <0.1% | 1,617 |  | New +1,617 |
| [KINROSS GOLD CORP (KGC)](/companies/kgc.md) | COM | $202.5k | <0.1% | 8,572 |  | Added +830 |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $201.2k | <0.1% | 686 |  | Reduced −28 |
| [CARETRUST REIT INC (CTRE)](/companies/ctre.md) | COM | $200.7k | <0.1% | 4,974 |  | New +4,974 |
| [INTEGRA LIFESCIENCES HLDGS C (IART)](/companies/iart.md) | COM NEW | $193.3k | <0.1% | 10,764 |  | Added +38 |
| [RIVIAN AUTOMOTIVE INC (RIVN)](/companies/rivn.md) | COM CL A | $187.0k | <0.1% | 10,775 |  | Reduced −1,045 |
| [LLOYDS BANKING GROUP PLC (LYG)](/companies/lyg.md) | SPONSORED ADR | $184.5k | <0.1% | 31,645 |  | Added +11,349 |
| [MIZUHO FINANCIAL GROUP INC (MFG)](/companies/mfg.md) | SPONSORED ADR | $184.4k | <0.1% | 19,253 |  | Added +4,361 |
| [NUVEEN CA DIVI ADV MUN (NAC)](/companies/nac.md) | COM | $184.1k | <0.1% | 15,193 |  | Reduced −3,002 |
| [MSC INCOME FUND INC (MSIF)](/companies/msif.md) | COM | $164.8k | <0.1% | 14,240 |  | Unchanged |
| [IMMUNITYBIO INC (IBRX)](/companies/ibrx.md) | COM | $154.3k | <0.1% | 17,629 |  | Added +3,291 |
| [CIA ENERGETICA DE MINAS GERA (CIG)](/companies/cig.md) | SP ADR N-V PFD | $139.0k | <0.1% | 66,185 |  | Reduced −334 |
| [HALEON PLC (HLN)](/companies/hln.md) | SPON ADS | $131.9k | <0.1% | 14,133 |  | New +14,133 |
| [EVOLUS INC (EOLS)](/companies/eols.md) | COM | $123.5k | <0.1% | 17,800 |  | Reduced −195 |
| [FRESHWORKS INC (FRSH)](/companies/frsh.md) | CLASS A COM | $122.5k | <0.1% | 12,102 |  | New +12,102 |
| PIMCO CALIF MUN INCOME FD | COM | $111.0k | <0.1% | 12,379 |  | Unchanged |
| [FIVE POINT HOLDINGS LLC (FPH)](/companies/fph.md) | COM CL A | $92.3k | <0.1% | 17,510 |  | Unchanged |
| [AQUESTIVE THERAPEUTICS INC (AQST)](/companies/aqst.md) | COM | $84.1k | <0.1% | 20,222 |  | Reduced −1,728 |
| [NIO INC (NIO)](/companies/nio.md) | SPON ADS | $71.6k | <0.1% | 14,154 |  | New +14,154 |
| [MOMENTUS INC (MNTS)](/companies/mnts.md) | COM CL A | $67.2k | <0.1% | 10,001 |  | New +10,001 |
| [BIGBEAR AI HLDGS INC (BBAI)](/companies/bbai.md) | COM | $64.8k | <0.1% | 17,660 |  | Added +3,050 |
| [RXSIGHT INC (RXST)](/companies/rxst.md) | COM | $53.0k | <0.1% | 11,001 |  | Added +127 |
| [CRONOS GROUP INC (CRON)](/companies/cron.md) | COM | $28.1k | <0.1% | 10,117 |  | Added +17 |
| [BOUNDLESS BIO INC (BOLD)](/companies/bold.md) | COM | $25.3k | <0.1% | 10,100 |  | Unchanged |
| [ABOVE FOOD INGREDIENTS INC (ABVEF)](/companies/abvef.md) | COM | $2.6k | <0.1% | 29,163 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PATHWARD FINANCIAL INC (CASH)](/companies/cash.md) | COM | $73.1m | 0.9% | 0 |  | Sold out 0 |
| [ABRDN SILVER ETF TRUST (SIVR)](/companies/sivr.md) | PHYSCL SILVR SHS | $0 | 0.0% | 0 |  | Sold out −4,686 |
| [AGILENT TECHNOLOGIES INC (A)](/companies/a.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,763 |
| ALIGHT INC | COM CL A | $0 | 0.0% | 0 |  | Sold out −13,903 |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $0 | 0.0% | 0 |  | Sold out −954 |
| [BROADRIDGE FINL SOLUTIONS IN (BR)](/companies/br.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,019 |
| [CALLAWAY GOLF CO (CALY)](/companies/caly.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,905 |
| [CHARTER COMMUNICATIONS INC (CHTR)](/companies/chtr.md) | CL A | $0 | 0.0% | 0 |  | Sold out −1,299 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $0 | 0.0% | 0 |  | Sold out −951 |
| [DIGITAL RLTY TR INC (DLR)](/companies/dlr.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,123 |
| [EXPEDIA GROUP INC (EXPE)](/companies/expe.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −1,090 |
| EXXON MOBIL CORP | COM | $0 | 0.0% | 0 |  | Sold out −54,909 |
| HONEYWELL INTL INC | COM | $0 | 0.0% | 0 |  | Sold out −20,855 |
| [IMPERIAL OIL LTD (IMO)](/companies/imo.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −1,620 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $0 | 0.0% | 0 |  | Sold out −2,232 |
| [IONQ INC (IONQ)](/companies/ionq.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,114 |
| ISHARES INC | MSCI GBL MIN VOL | $0 | 0.0% | 0 |  | Sold out −2,238 |
| [LULULEMON ATHLETICA INC (LULU)](/companies/lulu.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,442 |
| [METTLER TOLEDO INTERNATIONAL (MTD)](/companies/mtd.md) | COM | $0 | 0.0% | 0 |  | Sold out −177 |
| NAKAMOTO INC | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| [NUTRIEN LTD (NTR)](/companies/ntr.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,057 |
| [PAYPAL HLDGS INC (PYPL)](/companies/pypl.md) | COM | $0 | 0.0% | 0 |  | Sold out −5,361 |
| [RESTAURANT BRANDS INTL INC (QSR)](/companies/qsr.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,737 |
| [SPROTT ASSET MANAGEMENT LP (PHYS)](/companies/phys.md) | PHYSICAL GOLD TR | $0 | 0.0% | 0 |  | Sold out −6,089 |
| VANGUARD WORLD FD | ENERGY ETF | $0 | 0.0% | 0 |  | Sold out −1,215 |

Source: SEC EDGAR, Form 13F-HR, accession 0001571556-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.