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Align Financial, LLC Portfolio
$209.8M across 500 positions as of 2026-09-30, with 66% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
1 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.1% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.6% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AVUSAvantis U.S. Equity ETF | $44.1M | 21.0% | 344,215 |
| FBCGFidelity Blue Chip Growth ETF | $18.1M | 8.6% | 287,093 |
| AVDEAvantis International Equity ETF | $15.8M | 7.5% | 175,768 |
| AVIGAvantis Core Fixed Income ETF | $14.4M | 6.9% | 366,727 |
| VTVVanguard Value ETF | $12.5M | 6.0% | 57,813 |
| AVEMAvantis Emerging Markets Equity ETF | $8.9M | 4.3% | 95,191 |
| VTIVanguard Total Stock Market ETF | $7.7M | 3.7% | 20,546 |
| FBNDFidelity Total Bond ETF | $5.8M | 2.8% | 134,736 |
| AVANTIS ALL EQUITY MARKETS ETF | $5.2M | 2.5% | 52,449 |
| VBVanguard Small-Cap ETF | $5M | 2.4% | 17,715 |
| GOOGAlphabet Inc | $4.6M | 2.2% | 13,364 |
| AAPLApple Inc | $4.4M | 2.1% | 13,271 |
| BNDVanguard Total Bond Market ETF | $2.7M | 1.3% | 37,920 |
| DIMENSIONAL U.S. EQUITY MARKET ETF | $2.6M | 1.2% | 31,015 |
| AVANTIS CORE MUNICIPAL FIXED INCOME ETF | $2.4M | 1.1% | 55,028 |
| NVDANVIDIA Corp | $2.3M | 1.1% | 10,125 |
| VOOVanguard S&P 500 ETF | $2.1M | 1.0% | 3,041 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $2M | 1.0% | 45,580 |
| VTEBVanguard Tax-Exempt Bond ETF | $1.8M | 0.9% | 38,746 |
| VEAVanguard FTSE Developed Markets ETF | $1.8M | 0.9% | 25,834 |
| AMZNAmazon.com Inc | $1.8M | 0.8% | 7,155 |
| QQQInvesco QQQ Trust, Series 1 | $1.4M | 0.7% | 1,906 |
| IUSBiShares Core Total USD Bond Market ETF | $1.4M | 0.7% | 31,570 |
| IVViShares Core S&P 500 ETF | $1.3M | 0.6% | 1,635 |
| GOOGLAlphabet Inc | $1.2M | 0.6% | 3,525 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.2M | 0.6% | 1,542 |
| VYMIVanguard International High Dividend Yield ETF | $1.1M | 0.5% | 11,326 |
| FIDELITY INTERNATIONAL VALUE FACTOR ETF | $1.1M | 0.5% | 27,970 |
| INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF | $1.1M | 0.5% | 24,443 |
| VVisa Inc | $1M | 0.5% | 2,890 |
| VUGVanguard Growth ETF | $862.4K | 0.4% | 9,570 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $811.4K | 0.4% | 4,880 |
| METAMeta Platforms Inc | $803K | 0.4% | 1,107 |
| MSFTMicrosoft Corp | $791.4K | 0.4% | 1,543 |
| IWBiShares Russell 1000 ETF | $740.7K | 0.4% | 1,780 |
| BYLDiShares Yield Optimized Bond ETF | $715.5K | 0.3% | 33,217 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $648.2K | 0.3% | 27,166 |
| XOMExxonmobil Holdings Corp | $640.9K | 0.3% | 3,938 |
| VXFVanguard Extended Market ETF | $616.4K | 0.3% | 2,661 |
| VWOVanguard FTSE Emerging Markets ETF | $591.4K | 0.3% | 9,971 |
| ISHARES RUSSELL 2500 ETF | $589.8K | 0.3% | 6,897 |
| ONEQFidelity Nasdaq Composite Index ETF | $565.4K | 0.3% | 5,342 |
| IWXiShares Russell Top 200 Value ETF | $559K | 0.3% | 5,104 |
| PXFInvesco RAFI Developed Markets ex-U.S. ETF | $504.1K | 0.2% | 6,613 |
| VBRVanguard Small-Cap Value ETF | $502K | 0.2% | 2,173 |
| IWFiShares Russell 1000 Growth ETF | $499K | 0.2% | 3,984 |
| JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF | $474K | 0.2% | 6,630 |
| VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $467.2K | 0.2% | 4,955 |
| IVWiShares S&P 500 Growth ETF | $460.5K | 0.2% | 3,237 |
| SCHBSchwab U.S. Broad Market ETF | $411.2K | 0.2% | 14,030 |
| IWDiShares Russell 1000 Value ETF | $403.1K | 0.2% | 1,626 |
| FMAOFarmers & Merchants Bancorp Inc | $387.7K | 0.2% | 11,200 |
| INTCIntel Corp | $377.8K | 0.2% | 3,143 |
| LLYEli Lilly and Co | $375.1K | 0.2% | 324 |
| WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $349.4K | 0.2% | 3,595 |
| VBKVanguard Small-Cap Growth ETF | $323K | 0.2% | 956 |
| STIPiShares 0-5 Year TIPS Bond ETF | $303.8K | 0.1% | 3,047 |
| DVYISHARES SELECT DIVIDEND ETF | $302.6K | 0.1% | 1,990 |
| VGTVanguard Information Tech ETF | $293.6K | 0.1% | 2,336 |
| IEFAiShares Core MSCI EAFE ETF | $277.7K | 0.1% | 2,866 |
| PTLCPACER TRENDPILOT US LARGE CAP ETF | $274.7K | 0.1% | 4,616 |
| VEUVanguard FTSE All World Ex US ETF | $257.6K | 0.1% | 3,105 |
| IWSiShares Russell Mid-cap Value ETF | $255.4K | 0.1% | 1,589 |
| IWMiShares Russell 2000 Index Fund | $252.6K | 0.1% | 909 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $252.1K | 0.1% | 5,020 |
| COSTCostco Wholesale Corp | $251.5K | 0.1% | 276 |
| VXUSVanguard Total International Stock ETF | $248.1K | 0.1% | 2,920 |
| PANWPalo Alto Networks Inc | $230.4K | 0.1% | 580 |
| IUSGiShares Core S&P U.S. Growth ETF | $230K | 0.1% | 1,187 |
| PGProcter & Gamble Co | $226.2K | 0.1% | 1,557 |
| DNP SELECT INCOME FD INC COM | $225.6K | 0.1% | 23,571 |
| JNJJohnson & Johnson | $225K | 0.1% | 850 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $222.6K | 0.1% | 438 |
| WISDOMTREE U.S. MIDCAP FUND | $222.3K | 0.1% | 3,103 |
| DFATDimensional U.S. Targeted Value ETF | $222K | 0.1% | 3,342 |
| ISHARES CALIFORNIA MUNI BOND ETF | $220.1K | 0.1% | 4,066 |
| PEBOPeoples Bancorp Inc | $215.8K | 0.1% | 5,897 |
| WMTWalmart Inc | $215.3K | 0.1% | 2,072 |
| GUNRFlexShares Global Upstream Natural Resources Index Fund ETF | $214.3K | 0.1% | 4,063 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $213.2K | 0.1% | 1,548 |
| IJRiShares Core S&P Small-Cap ETF | $212.8K | 0.1% | 1,564 |
| ISHARES RUSSELL 3000 ETF | $200.7K | 0.1% | 465 |
| HDHome Depot Inc | $195.7K | 0.1% | 688 |
| VTVanguard Total World Stock Index ETF | $195K | 0.1% | 1,236 |
| SCHFSchwab International Equity ETF | $190.2K | 0.1% | 6,924 |
| XLKState Street Technology Select Sector SPDR ETF | $187.1K | 0.1% | 956 |
| IBMInternational Business Machines Corp | $185.8K | 0.1% | 845 |
| JPMJPMorgan Chase & Co | $178.3K | 0.1% | 539 |
| GLOBAL X ADAPTIVE U.S. RISK MANAGEMENT ETF | $176.1K | 0.1% | 4,309 |
| VOVanguard Mid-Cap ETF | $175.6K | 0.1% | 2,239 |
| IWPiShares Russell Midcap Growth ETF | $175.3K | 0.1% | 1,273 |
| IYWiShares U.S. Technology ETF | $158.9K | 0.1% | 600 |
| VIGVanguard Div Appreciation ETF | $157.7K | 0.1% | 676 |
| EFAiShares MSCI EAFE ETF | $157.4K | 0.1% | 1,515 |
| PAYCPaycom Software Inc | $156.7K | 0.1% | 720 |
| MDYSPDR MidCap Trust Series I | $156.3K | 0.1% | 238 |
| SOURCE CAPITAL COM SHS OF BEN I | $152K | 0.1% | 3,346 |
| VOOGVanguard S&P 500 Growth ETF | $145.1K | 0.1% | 1,698 |
| WECWEC Energy Group Inc | $141.9K | 0.1% | 1,408 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $139.7K | 0.1% | 900 |
| U.S. SMALL CAP PORTFOLIO: ETF CLASS SHARES | $136.2K | 0.1% | 1,759 |
| BRK.BBerkshire Hathaway Inc | $136K | 0.1% | 273 |
| TAT&T Inc | $130.6K | 0.1% | 5,351 |
| DEDeere & Co | $126.9K | 0.1% | 189 |
| MSMorgan Stanley | $125.6K | 0.1% | 668 |
| IVEiShares S&P 500 Value ETF | $125.6K | 0.1% | 550 |
| MGKVanguard Mega Cap Growth ETF | $125.1K | 0.1% | 1,350 |
| ALNYAlnylam Pharmaceuticals Inc | $123.4K | 0.1% | 500 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $119.6K | 0.1% | 2,574 |
| IWRiShares Russell Mid-Cap ETF | $119.6K | 0.1% | 1,121 |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $119.5K | 0.1% | 4,788 |
| DFCFDimensional Core Fixed Income ETF | $117.7K | 0.1% | 2,934 |
| CHECK POINT SOFTWARE TECH LTD ORD | $115.5K | 0.1% | 900 |
| GSKGSK plc | $112.7K | 0.1% | 2,340 |
| ORCLOracle Corp | $111.1K | 0.1% | 809 |
| VOOVVanguard S&P 500 Value ETF | $109.7K | 0.1% | 498 |
| AVANTIS U.S. MID CAP EQUITY ETF | $108.6K | 0.1% | 1,425 |
| VCSHVanguard Short-Term Corporate Bond ETF | $107.9K | 0.1% | 1,397 |
| SCHXSchwab U.S. Large-Cap ETF | $105.8K | 0.1% | 3,526 |
| IGViShares Expanded Tech-Software Sector ETF | $103.7K | 0.0% | 974 |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $103.3K | 0.0% | 4,282 |
| IDViShares International Select Dividend ETF | $102.2K | 0.0% | 2,423 |
| VOTVanguard Mid-Cap Growth ETF | $101.1K | 0.0% | 346 |
| XLVState Street Health Care Select Sector SPDR ETF | $99K | 0.0% | 588 |
| CSCOCisco Systems Inc | $96.4K | 0.0% | 896 |
| SOXXiShares Semiconductor ETF | $93.9K | 0.0% | 165 |
| SCHWCharles Schwab Corp | $91.4K | 0.0% | 935 |
| ACCENTURE PLC IRELAND SHS CLASS A | $90.4K | 0.0% | 493 |
| VGSHVanguard Short-Term Treasury ETF | $90.1K | 0.0% | 1,565 |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $88.4K | 0.0% | 3,646 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $85.1K | 0.0% | 948 |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | $83.5K | 0.0% | 2,018 |
| ABBVAbbVie Inc | $81.9K | 0.0% | 313 |
| WMWaste Management Inc | $81.4K | 0.0% | 399 |
| LRCXLam Research Corp | $80.2K | 0.0% | 244 |
| LOWLowe's Companies Inc | $78.7K | 0.0% | 427 |
| TSLATesla Inc | $78.4K | 0.0% | 221 |
| NXP SEMICONDUCTORS N V COM | $78.4K | 0.0% | 330 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $76.9K | 0.0% | 2,077 |
| AOAiShares Core Aggressive Allocation Fund | $75.8K | 0.0% | 779 |
| IEMGiShares Core MSCI Emerging Markets ETF | $73K | 0.0% | 899 |
| FNDXSchwab Fundamental US Large Company Index ETF | $71.3K | 0.0% | 2,266 |
| IVOOVanguard S&P Mid-Cap 400 ETF | $69.6K | 0.0% | 572 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $66.4K | 0.0% | 610 |
| HBANHuntington Bancshares Inc | $66K | 0.0% | 4,326 |
| QQQMInvesco NASDAQ 100 ETF | $64.6K | 0.0% | 212 |
| LNGCheniere Energy Inc | $64.3K | 0.0% | 239 |
| HLNHaleon PLC | $61.5K | 0.0% | 6,830 |
| CVXChevron Corp | $59.6K | 0.0% | 292 |
| VFHVanguard Financials ETF | $59.6K | 0.0% | 458 |
| AMDAdvanced Micro Devices Inc | $59.3K | 0.0% | 97 |
| FNDFSchwab Fundamental International Equity ETF | $58.2K | 0.0% | 1,083 |
| SBUXStarbucks Corp | $57.8K | 0.0% | 615 |
| NSCNorfolk Southern Corp | $56.5K | 0.0% | 183 |
| VYMVanguard High Dividend Yield ETF | $55.9K | 0.0% | 360 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $55.3K | 0.0% | 60 |
| CAHCardinal Health Inc | $54.7K | 0.0% | 246 |
| QCOMQualcomm Inc | $54.5K | 0.0% | 296 |
| VLOValero Energy Corp | $53.9K | 0.0% | 139 |
| EPDEnterprise Products Partners L.P | $53.4K | 0.0% | 1,500 |
| NEENextera Energy Inc | $52K | 0.0% | 686 |
| SYKStryker Corp | $51.9K | 0.0% | 189 |
| FIDELITY DISRUPTIVE COMMUNICATIONS ETF | $51.3K | 0.0% | 1,000 |
| XLCThe Communication Services Select Sector SPDR Fund | $50.2K | 0.0% | 452 |
| BKNGBooking Holdings Inc | $50K | 0.0% | 307 |
| FIDELITY MSCI ENERGY INDEX ETF | $49K | 0.0% | 1,445 |
| VHTVanguard Health Care ETF | $48.9K | 0.0% | 155 |
| MRKMerck & Co Inc | $48.8K | 0.0% | 336 |
| XLFState Street Financial Select Sector SPDR ETF | $48.5K | 0.0% | 908 |
| MSCIMSCI Inc | $47.9K | 0.0% | 89 |
| STATE STREET SPDR S&P SEMICONDUCTOR ETF | $47.7K | 0.0% | 90 |
| CRMSalesforce Inc | $46.8K | 0.0% | 204 |
| TRANE TECHNOLOGIES PLC SHS | $46.1K | 0.0% | 102 |
| PEPPepsiCo Inc | $45.6K | 0.0% | 360 |
| SCZiShares MSCI EAFE Small-Cap ETF | $45.1K | 0.0% | 534 |
| SCHESchwab Emerging Markets Equity ETF | $45K | 0.0% | 1,235 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $44.4K | 0.0% | 1,061 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $44.3K | 0.0% | 1,170 |
| KOCoca-Cola Co | $44.2K | 0.0% | 514 |
| RBCRBC Bearings Inc | $43.4K | 0.0% | 87 |
| QXO INC COM NEW | $43.2K | 0.0% | 3,695 |
| VOEVanguard Mid-Cap Value ETF | $42K | 0.0% | 215 |
| COFCapital One Financial Corp | $41.1K | 0.0% | 213 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $41.1K | 0.0% | 777 |
| TJXTJX Companies Inc | $41K | 0.0% | 310 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $40.4K | 0.0% | 661 |
| XBIState Street SPDR S&P Biotech ETF | $39.9K | 0.0% | 253 |
| UNPUnion Pacific Corp | $38.6K | 0.0% | 142 |
| FENIFidelity Enhanced International ETF | $38.3K | 0.0% | 960 |
| XLIState Street Industrial Select Sector SPDR ETF | $38.2K | 0.0% | 229 |
| ICEIntercontinental Exchange Inc | $38K | 0.0% | 250 |
| SPGIS&P Global Inc | $37.9K | 0.0% | 96 |
| UNHUnitedHealth Group Inc | $37.8K | 0.0% | 103 |
| WFCWells Fargo & Co | $37.1K | 0.0% | 464 |
| AVGOBroadcom Inc | $36.9K | 0.0% | 105 |
| CSXCSX Corp | $36.8K | 0.0% | 792 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $36.8K | 0.0% | 336 |
| CATCaterpillar Inc | $34.9K | 0.0% | 43 |
| CHDChurch & Dwight Co Inc | $34.7K | 0.0% | 368 |
| USBUS Bancorp | $33.3K | 0.0% | 577 |
| EMREmerson Electric Co | $33K | 0.0% | 213 |
| SCHASchwab U.S. Small-Cap ETF | $32.5K | 0.0% | 996 |
| PRIPrimerica Inc | $32.4K | 0.0% | 119 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $31.9K | 0.0% | 617 |
| ABTAbbott Laboratories | $31.7K | 0.0% | 321 |
| CNICanadian National Railway Co | $31.4K | 0.0% | 264 |
| NVONovo Nordisk A/S | $30.8K | 0.0% | 812 |
| IXJiShares Global Healthcare ETF | $30.7K | 0.0% | 301 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $30.6K | 0.0% | 334 |
| ECLEcolab Inc | $28.8K | 0.0% | 105 |
| PRFInvesco FTSE RAFI US 1000 ETF | $28.4K | 0.0% | 521 |
| LHXL3Harris Technologies Inc | $28.2K | 0.0% | 119 |
| EMLCVanEck J. P. Morgan EM Local Currency Bond ET | $28.1K | 0.0% | 1,133 |
| GDGeneral Dynamics Corp | $27.9K | 0.0% | 84 |
| FFord Motor Co | $27.8K | 0.0% | 2,301 |
| SCHWAB HIGH YIELD BOND ETF | $27.7K | 0.0% | 1,097 |
| SCHPSCHWAB US TIPS ETF | $27.3K | 0.0% | 1,087 |
| STMSTMicroelectronics NV | $26.7K | 0.0% | 500 |
| FNDASchwab Fundamental US Small Company Index ETF | $26.6K | 0.0% | 759 |
| ROSTRoss Stores Inc | $26.4K | 0.0% | 113 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $26.3K | 0.0% | 732 |
| MMM3M Co | $26.3K | 0.0% | 160 |
| DGXQuest Diagnostics Inc | $25.9K | 0.0% | 111 |
| MCDMcDonald's Corp | $25.9K | 0.0% | 112 |
| AMGNAmgen Inc | $25.7K | 0.0% | 61 |
| LENLennar Corp | $25.4K | 0.0% | 311 |
| ALGNAlign Technology Inc | $24.3K | 0.0% | 167 |
| WRBW. R. Berkley Corp | $22.6K | 0.0% | 334 |
| PAYXPaychex Inc | $22.4K | 0.0% | 227 |
| DISWalt Disney Co | $22.3K | 0.0% | 213 |
| NDSNNordson Corp | $22K | 0.0% | 67 |
| HONHoneywell International Inc | $21.5K | 0.0% | 102 |
| AXPAmerican Express Co | $21.3K | 0.0% | 70 |
| SYYSysco Corp | $21.3K | 0.0% | 273 |
| AMPAmeriprise Financial Inc | $21.2K | 0.0% | 43 |
| MAMastercard Inc | $21K | 0.0% | 38 |
| GEGeneral Electric Co | $20.6K | 0.0% | 66 |
| ASML HLDG NV N Y REGISTRY SHS | $19.9K | 0.0% | 11 |
| TSCOTractor Supply Co | $19.6K | 0.0% | 625 |
| INVESCO RAFI US 1500 SMALL-MID ETF | $18.5K | 0.0% | 354 |
| SNASnap-On Inc | $18.2K | 0.0% | 50 |
| CCJCameco Corp | $17.7K | 0.0% | 204 |
| MOAltria Group Inc | $17.6K | 0.0% | 261 |
| IHIiShares U.S. Medical Devices ETF | $17.3K | 0.0% | 338 |
| RTXRTX Corp | $16.9K | 0.0% | 91 |
| GENELUX CORPORATION COM | $16.4K | 0.0% | 6,490 |
| HONAHoneywell Aerospace Inc | $16K | 0.0% | 103 |
| VVVanguard Large-Cap ETF | $15.8K | 0.0% | 45 |
| PFEPfizer Inc | $15.6K | 0.0% | 546 |
| QSRRestaurant Brands International Inc | $15.4K | 0.0% | 216 |
| IRIngersoll Rand Inc | $15.2K | 0.0% | 202 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $15K | 0.0% | 400 |
| SCHHSchwab U.S. REIT ETF | $15K | 0.0% | 680 |
| RIVNRivian Automotive Inc | $14.9K | 0.0% | 1,000 |
| MUMicron Technology Inc | $14.9K | 0.0% | 14 |
| TMOThermo Fisher Scientific Inc | $14.9K | 0.0% | 22 |
| SCHDSchwab US Dividend Equity ETF | $14.3K | 0.0% | 441 |
| CTVACorteva Inc | $14K | 0.0% | 180 |
| AMATApplied Materials Inc | $13.8K | 0.0% | 27 |
| NKENike Inc | $13.7K | 0.0% | 388 |
| GWWWW Grainger Inc | $13.7K | 0.0% | 11 |
| IJHiShares Core S&P Mid-Cap ETF | $13.7K | 0.0% | 190 |
| MRSHMarsh & McLennan Companies Inc | $13.7K | 0.0% | 80 |
| PSXPhillips 66 | $13.5K | 0.0% | 53 |
| CDWCDW Corp | $13.3K | 0.0% | 104 |
| GEVGE Vernova Inc | $13.3K | 0.0% | 14 |
| HAUZXtrackers International Real Estate ETF | $13.2K | 0.0% | 622 |
| SCHVSchwab U.S. Large-Cap Value ETF | $12.5K | 0.0% | 375 |
| BIOBio Rad Laboratories Inc | $12.5K | 0.0% | 33 |
| ELVElevance Health Inc | $12.4K | 0.0% | 32 |
| JKHYJack Henry & Associates Inc | $12.3K | 0.0% | 86 |
| CARNIVAL CORP | $12.2K | 0.0% | 497 |
| JANUS HENDERSON SMALL CAP GROWTH ALPHA ETF | $12.1K | 0.0% | 141 |
| KRKroger Co | $12K | 0.0% | 205 |
| TXNTexas Instruments Inc | $11.5K | 0.0% | 41 |
| COWZPacer US Cash Cows 100 ETF | $11.3K | 0.0% | 170 |
| VRSKVerisk Analytics Inc | $10.9K | 0.0% | 65 |
| BLKBlackRock Inc | $10.6K | 0.0% | 10 |
| ADPAutomatic Data Processing Inc | $10.3K | 0.0% | 40 |
| LMTLockheed Martin Corp | $10.2K | 0.0% | 20 |
| INVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF | $9.7K | 0.0% | 290 |
| PPLPPL Corp | $9.7K | 0.0% | 294 |
| AFLAflac Inc | $9.2K | 0.0% | 82 |
| NDAQNasdaq Inc | $8.8K | 0.0% | 96 |
| MELIMercadoLibre Inc | $8.6K | 0.0% | 5 |
| SNPSSynopsys Inc | $8.3K | 0.0% | 19 |
| LSTRLandstar System Inc | $8.3K | 0.0% | 49 |
| PIMCO CORPORATE & INCOME OPPOR COM | $8.3K | 0.0% | 750 |
| CMCSAComcast Corp | $8.2K | 0.0% | 375 |
| CGCarlyle Group Inc | $8K | 0.0% | 202 |
| ADSKAutodesk Inc | $7.7K | 0.0% | 37 |
| CCitigroup Inc | $7.6K | 0.0% | 59 |
| EFXEquifax Inc | $7.5K | 0.0% | 55 |
| METMetLife Inc | $7.5K | 0.0% | 80 |
| NOWServiceNow Inc | $7.2K | 0.0% | 54 |
| GSGoldman Sachs Group Inc | $7.2K | 0.0% | 8 |
| BSXBoston Scientific Corp | $7.1K | 0.0% | 162 |
| CICigna Group | $7.1K | 0.0% | 26 |
| AEPAmerican Electric Power Company Inc | $7K | 0.0% | 59 |
| ORealty Income Corp | $6.9K | 0.0% | 127 |
| BIIBBiogen Inc | $6.8K | 0.0% | 30 |
| EFGiShares MSCI EAFE Growth ETF | $6.5K | 0.0% | 54 |
| TGTTarget Corp | $6.4K | 0.0% | 41 |
| XTISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF | $6.4K | 0.0% | 77 |
| VRTXVertex Pharmaceuticals Inc | $6.3K | 0.0% | 12 |
| BOHBank of Hawaii Corp | $5.9K | 0.0% | 86 |
| WINAWinmark Corp | $5.4K | 0.0% | 18 |
| NFLXNetflix Inc | $5.2K | 0.0% | 75 |
| ALLEGION PLC ORD SHS | $5.1K | 0.0% | 33 |
| FDSFactset Research Systems Inc | $4.9K | 0.0% | 18 |
| VZVerizon Communications Inc | $4.8K | 0.0% | 105 |
| ADBEAdobe Inc | $4.8K | 0.0% | 20 |
| AKAMAkamai Technologies Inc | $4.8K | 0.0% | 45 |
| WENDYS CO COM | $4.8K | 0.0% | 750 |
| WYNNWynn Resorts Ltd | $4.7K | 0.0% | 59 |
| PLDPrologis Inc | $4.3K | 0.0% | 33 |
| ANETArista Networks Inc | $4.3K | 0.0% | 21 |
| ISRGIntuitive Surgical Inc | $4.1K | 0.0% | 10 |
| PYPLPayPal Holdings Inc | $3.9K | 0.0% | 75 |
| MDLZMondelez International Inc | $3.8K | 0.0% | 66 |
| BACBank of America Corp | $3.7K | 0.0% | 68 |
| ZBHZimmer Biomet Holdings, Inc | $3.6K | 0.0% | 40 |
| SNDKSandisk Corp | $3.5K | 0.0% | 2 |
| CMECME Group Inc | $3.4K | 0.0% | 13 |
| ZTSZoetis Inc | $3.4K | 0.0% | 48 |
| GMGeneral Motors Co | $3.3K | 0.0% | 43 |
| PLTRPalantir Technologies Inc | $3.2K | 0.0% | 17 |
| NETCloudflare Inc | $3.1K | 0.0% | 9 |
| SOLSSolstice Advanced Materials Inc | $3.1K | 0.0% | 55 |
| MTCHMatch Group Inc | $3K | 0.0% | 74 |
| GDXVanEck Gold Miners ETF | $2.9K | 0.0% | 33 |
| WBDWarner Bros Discovery Inc | $2.9K | 0.0% | 93 |
| PHParker-Hannifin Corp | $2.9K | 0.0% | 3 |
| MARMarriott International Inc | $2.8K | 0.0% | 8 |
| SNOWSnowflake Inc | $2.7K | 0.0% | 8 |
| HOODRobinhood Markets Inc | $2.7K | 0.0% | 24 |
| GILDGilead Sciences, Inc | $2.7K | 0.0% | 18 |
| PMPhilip Morris International Inc | $2.7K | 0.0% | 14 |
| FRANKLIN MUNICIPAL INCOME ETF | $2.6K | 0.0% | 359 |
| HLTHilton Worldwide Holdings Inc | $2.5K | 0.0% | 8 |
| PEOPLE INC COM NEW | $2.5K | 0.0% | 60 |
| NUVEEN QUALITY MUNCP INCOME FD COM | $2.5K | 0.0% | 244 |
| DHRDanaher Corp | $2.4K | 0.0% | 11 |
| ADIAnalog Devices Inc | $2.4K | 0.0% | 6 |
| KLACKLA Corp | $2.3K | 0.0% | 12 |
| WDCWestern Digital Corp | $2.3K | 0.0% | 5 |
| EBAYeBay Inc | $2.2K | 0.0% | 21 |
| CRWDCrowdStrike Holdings Inc | $2.1K | 0.0% | 8 |
| WELLWelltower Inc | $2.1K | 0.0% | 9 |
| HWMHowmet Aerospace Inc | $2K | 0.0% | 9 |
| BANK OF NY MELLON CORP COM | $2K | 0.0% | 14 |
| KTBKontoor Brands Inc | $2K | 0.0% | 32 |
| QQnity Electronics Inc | $2K | 0.0% | 16 |
| FTNTFortinet Inc | $2K | 0.0% | 11 |
| LITELumentum Holdings Inc | $1.9K | 0.0% | 2 |
| SHWSherwin-Williams Co | $1.9K | 0.0% | 6 |
| INTUIntuit Inc | $1.9K | 0.0% | 7 |
| LINDE PLC SHS | $1.9K | 0.0% | 4 |
| APHAmphenol Corp | $1.9K | 0.0% | 22 |
| MRVLMarvell Technology Inc | $1.8K | 0.0% | 7 |
| GRINDR INC COM | $1.8K | 0.0% | 118 |
| QUINSTREET INC COM | $1.8K | 0.0% | 121 |
| CBRECBRE Group Inc | $1.8K | 0.0% | 14 |
| DGROiShares Core Dividend Growth ETF | $1.7K | 0.0% | 23 |
| ISHARES MSCI TURKEY ETF | $1.7K | 0.0% | 50 |
| DASHDoorDash Inc | $1.7K | 0.0% | 9 |
| MBGLMobility Global Inc | $1.6K | 0.0% | 96 |
| ROYAL CARIBBEAN GROUP COM | $1.6K | 0.0% | 6 |
| STTState Street Corp | $1.6K | 0.0% | 9 |
| DDDupont De Nemours Inc | $1.6K | 0.0% | 12 |
| ORLYO'Reilly Automotive Inc | $1.5K | 0.0% | 18 |
| SPOTIFY TECHNOLOGY S A SHS | $1.5K | 0.0% | 3 |
| TRVTravelers Companies Inc | $1.4K | 0.0% | 4 |
| CARSCars.com Inc | $1.4K | 0.0% | 137 |
| NEMNewmont Corporation | $1.4K | 0.0% | 12 |
| COPConocoPhillips | $1.4K | 0.0% | 11 |
| DDOGDatadog Inc (Pre-Reincorporation) | $1.4K | 0.0% | 5 |
| SOSouthern Co | $1.3K | 0.0% | 16 |
| BABoeing Co | $1.3K | 0.0% | 7 |
| EATON CORP PLC SHS | $1.3K | 0.0% | 3 |
| PWRQuanta Services Inc | $1.3K | 0.0% | 2 |
| LLYVKFormula One Group | $1.3K | 0.0% | 13 |
| GLWCorning Inc | $1.2K | 0.0% | 8 |
| MEDTRONIC PLC SHS | $1.2K | 0.0% | 14 |
| APPApplovin Corp | $1.2K | 0.0% | 4 |
| ZIFF DAVIS INC COM | $1.1K | 0.0% | 20 |
| ABNBAirbnb Inc | $1.1K | 0.0% | 7 |
| NVENT ELEC PLC SHS | $1.1K | 0.0% | 7 |
| SLBSLB NV | $1.1K | 0.0% | 23 |
| PNCPNC Financial Services Group Inc | $1.1K | 0.0% | 5 |
| UBERUber Technologies Inc | $1.1K | 0.0% | 16 |
| CWCurtiss-Wright Corp | $1.1K | 0.0% | 2 |
| NLYAnnaly Capital Management Inc | $1.1K | 0.0% | 57 |
| PINSPinterest Inc | $1.1K | 0.0% | 56 |
| GENGen Digital Inc | $1.1K | 0.0% | 48 |
| CLXClorox Co | $1.1K | 0.0% | 13 |
| CMICummins Inc | $1K | 0.0% | 2 |
| CVSCVS Health Corp | $1K | 0.0% | 12 |
| DUKDuke Energy Corp | $1K | 0.0% | 9 |
| NTRSNorthern Trust Corp | $1K | 0.0% | 6 |
| EQIXEquinix Inc | $1K | 0.0% | 1 |
| MANHManhattan Associates Inc | $994 | 0.0% | 5 |
| DTDynatrace Inc | $982 | 0.0% | 17 |
| FCXFreeport-McMoRan Inc | $980 | 0.0% | 14 |
| EVERQUOTE INC COM CL A | $963 | 0.0% | 48 |
| NUVEEN NY AMT FREE COM | $952 | 0.0% | 103 |
| CLColgate-Palmolive Co | $939 | 0.0% | 11 |
| SIRISirius XM Holdings Inc | $906 | 0.0% | 35 |
| NEXTDOOR HOLDINGS INC COM CL A | $894 | 0.0% | 368 |
| HALHalliburton Co | $890 | 0.0% | 28 |
| TWLOTwilio Inc | $877 | 0.0% | 3 |
| AAgilent Technologies Inc | $862 | 0.0% | 5 |
| DOCHealthpeak Properties Inc | $859 | 0.0% | 43 |
| FDXFedEx Corp | $855 | 0.0% | 3 |
| MCKMcKesson Corp | $854 | 0.0% | 1 |
| VTRSViatris Inc | $851 | 0.0% | 48 |
| EXCExelon Corp | $848 | 0.0% | 21 |
| XELXcel Energy Inc | $846 | 0.0% | 12 |
| UPSUnited Parcel Service Inc | $841 | 0.0% | 9 |
| OKTAOkta Inc | $836 | 0.0% | 4 |
| PGRProgressive Corp | $829 | 0.0% | 4 |
| BMYBristol-Myers Squibb Co | $811 | 0.0% | 13 |
| COMMERCIAL METALS CO COM | $807 | 0.0% | 13 |
| SPGSimon Property Group Inc | $803 | 0.0% | 4 |
| TERTeradyne Inc | $802 | 0.0% | 2 |
| MCHPMicrochip Technology Inc | $778 | 0.0% | 10 |
| EWEdwards Lifesciences Corp | $777 | 0.0% | 9 |
| KDPKeurig Dr Pepper Inc | $759 | 0.0% | 25 |
| REGNRegeneron Pharmaceuticals Inc | $758 | 0.0% | 1 |
| ATI INC COM | $758 | 0.0% | 4 |
| EMEEMCOR Group Inc | $754 | 0.0% | 1 |
| MEDIAALPHA INC CL A | $746 | 0.0% | 78 |
| JOHNSON CTLS INC | $743 | 0.0% | 5 |
| KEYSKeysight Technologies Inc | $728 | 0.0% | 2 |
| VRTVertiv Holdings Co | $724 | 0.0% | 3 |
| RDDTReddit Inc | $712 | 0.0% | 5 |
| SRESempra | $702 | 0.0% | 9 |
| DLRDigital Realty Trust Inc | $702 | 0.0% | 4 |
| KVUEKenvue Inc | $689 | 0.0% | 39 |
| IBKRInteractive Brokers Group Inc | $683 | 0.0% | 8 |
| YUMYum! Brands Inc | $682 | 0.0% | 5 |
| CPRTCopart Inc | $682 | 0.0% | 25 |
| FWONAFormula One Group | $677 | 0.0% | 8 |
| BXBlackstone Inc | $673 | 0.0% | 6 |
| CCICrown Castle Inc | $667 | 0.0% | 10 |
| VLTOVeralto Corp | $660 | 0.0% | 7 |
| CDNSCadence Design Systems Inc | $660 | 0.0% | 2 |
| SUNBELT RENTALS HOLDINGS INC SHS | $659 | 0.0% | 9 |
| MATSON INC COM | $659 | 0.0% | 3 |
| SOLVSolventum Corp | $617 | 0.0% | 7 |
| REVOLUTION MEDICINES INC COM | $616 | 0.0% | 3 |
| IOTSamsara Inc | $610 | 0.0% | 16 |
| CASYCaseys General Stores Inc | $608 | 0.0% | 1 |
| SCCOSouthern Copper Corp | $608 | 0.0% | 3 |
| APPFAppfolio Inc | $602 | 0.0% | 3 |
| MEDLINE INC COM CL A | $590 | 0.0% | 17 |
| CTASCintas Corp | $585 | 0.0% | 3 |
| APOApollo Global Management Inc | $580 | 0.0% | 5 |
| COHRCoherent Corp | $576 | 0.0% | 2 |
| GPNGlobal Payments Inc | $572 | 0.0% | 7 |
| VEEVVeeva Systems Inc | $571 | 0.0% | 2 |
| PSAPublic Storage | $566 | 0.0% | 2 |
| FITBFifth Third Bancorp | $556 | 0.0% | 11 |
| APDAir Products and Chemicals Inc | $556 | 0.0% | 2 |
| AON CORP | $554 | 0.0% | 2 |
| FWONKFormula One Group | $554 | 0.0% | 6 |
| EOGEOG Resources Inc | $551 | 0.0% | 4 |
| TABOOLA.COM LTD ORD SHS | $551 | 0.0% | 164 |
| CARRCarrier Global Corp | $549 | 0.0% | 10 |
| PCARPaccar Inc | $549 | 0.0% | 5 |
| WMBWilliams Companies Inc | $544 | 0.0% | 8 |
| UTHRUnited Therapeutics Corp | $542 | 0.0% | 1 |
| SHARKNINJA INC COM SHS | $540 | 0.0% | 3 |
| DELLDell Technologies Inc | $538 | 0.0% | 1 |
| IQVIQVIA Holdings Inc | $538 | 0.0% | 2 |
| BDXBecton Dickinson and Co | $537 | 0.0% | 3 |
| IDXXIDEXX Laboratories Inc | $522 | 0.0% | 1 |
| NSPInsperity Inc | $512 | 0.0% | 11 |
| CFGCitizens Financial Group Inc | $510 | 0.0% | 8 |
| DVNDevon Energy Corp | $506 | 0.0% | 11 |
| LKQLKQ Corp | $502 | 0.0% | 22 |
| DALDelta Air Lines Inc | $501 | 0.0% | 6 |
| MNSTMonster Beverage Corp | $499 | 0.0% | 12 |
| SYFSynchrony Financial | $497 | 0.0% | 7 |
| CNCCentene Corp | $497 | 0.0% | 8 |
| AMEAMETEK Inc | $495 | 0.0% | 2 |
| STRLSterling Infrastructure Inc | $492 | 0.0% | 1 |
| RKLBRocket Lab USA, Inc. | $488 | 0.0% | 7 |
| INCYIncyte Corp | $485 | 0.0% | 4 |
| DDominion Energy Inc | $484 | 0.0% | 8 |
| TRIPTripadvisor Inc | $477 | 0.0% | 57 |
| TECHNIPFMC PLC COM | $475 | 0.0% | 7 |
| LEALear Corp | $472 | 0.0% | 4 |
| GENCO SHIPPING & TRADING LTD SHS | $471 | 0.0% | 18 |
| VIKING HOLDINGS LTD ORD SHS | $470 | 0.0% | 6 |
| NUENucor Corp | $468 | 0.0% | 2 |
| ROYALTY PHARMA PLC SHS CLASS A | $467 | 0.0% | 8 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | $460 | 0.0% | 8 |
| PKGPackaging Corp of America | $459 | 0.0% | 2 |
| KKRKKR & Co Inc | $457 | 0.0% | 5 |
Quarter ending 2026-09-30.
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