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CRA Financial Services, LLC Portfolio
$904.1M across 329 positions as of 2026-09-30, with 38% 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
+14.2%
-0.3% a year vs the S&P 500
3 years
+20.2%
-1.1% a year vs the S&P 500
5 years
+11.2%
-1.0% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.9% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.2% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -5.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.8% | +2.1% |
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 |
|---|---|---|---|
| AAPLApple Inc | $66.7M | 7.4% | 200,348 |
| SCHDSchwab US Dividend Equity ETF | $40.7M | 4.5% | 1,250,804 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $37.6M | 4.2% | 1,046,736 |
| AMZNAmazon.com Inc | $33.8M | 3.7% | 135,723 |
| QQQInvesco QQQ Trust, Series 1 | $32.1M | 3.6% | 43,431 |
| NVDANVIDIA Corp | $31M | 3.4% | 135,526 |
| VTIVanguard Total Stock Market ETF | $28.1M | 3.1% | 75,116 |
| IVViShares Core S&P 500 ETF | $25.1M | 2.8% | 32,830 |
| GOOGLAlphabet Inc | $23.7M | 2.6% | 68,989 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $22.2M | 2.5% | 228,288 |
| MSFTMicrosoft Corp | $22M | 2.4% | 42,836 |
| VIGVanguard Div Appreciation ETF | $17.4M | 1.9% | 74,687 |
| SPYState Street SPDR S&P 500 ETF Trust | $16.6M | 1.8% | 21,781 |
| INNOVATOR ETFS TRUST | $16.6M | 1.8% | 474,487 |
| INNOVATOR ETFS TRUST | $15.4M | 1.7% | 446,758 |
| VBVanguard Small-Cap ETF | $13.5M | 1.5% | 47,308 |
| SDYState Street SPDR S&P Dividend ETF | $13.1M | 1.4% | 89,444 |
| VYMIVanguard International High Dividend Yield ETF | $11.9M | 1.3% | 118,157 |
| METAMeta Platforms Inc | $11.7M | 1.3% | 16,074 |
| GOOGAlphabet Inc | $10.1M | 1.1% | 29,512 |
| VOVanguard Mid-Cap ETF | $9.7M | 1.1% | 123,730 |
| SCHFSchwab International Equity ETF | $9.4M | 1.0% | 341,198 |
| VOOVanguard S&P 500 ETF | $9M | 1.0% | 12,862 |
| AVGOBroadcom Inc | $8.8M | 1.0% | 25,172 |
| JPSTJPMorgan Ultra-Short Income ETF | $8.6M | 1.0% | 171,549 |
| MRVLMarvell Technology Inc | $7.8M | 0.9% | 29,428 |
| RSPInvesco S&P 500 Equal Weight ETF | $6.4M | 0.7% | 30,774 |
| FBCGFidelity Blue Chip Growth ETF | $6.2M | 0.7% | 98,800 |
| INNOVATOR ETFS TRUST | $6.1M | 0.7% | 130,148 |
| VVisa Inc | $5.8M | 0.6% | 16,186 |
| BLACKROCK ETF TRUST II | $5.6M | 0.6% | 148,692 |
| XOMExxonmobil Holdings Corp | $5.5M | 0.6% | 33,909 |
| AVLVAvantis U.S. Large Cap Value ETF | $5.5M | 0.6% | 60,718 |
| BRK.BBerkshire Hathaway Inc | $5.2M | 0.6% | 10,525 |
| CAPITAL GROUP NEW GEOGRAPHY | $5.1M | 0.6% | 138,834 |
| IWFiShares Russell 1000 Growth ETF | $5M | 0.6% | 39,961 |
| SCHBSchwab U.S. Broad Market ETF | $4.8M | 0.5% | 164,062 |
| LLYEli Lilly and Co | $4.7M | 0.5% | 4,102 |
| HDHome Depot Inc | $4.4M | 0.5% | 15,547 |
| INVESCO EXCH TRD SLF IDX FD | $4.3M | 0.5% | 221,613 |
| INNOVATOR ETFS TRUST | $4.3M | 0.5% | 94,783 |
| IJHiShares Core S&P Mid-Cap ETF | $4.2M | 0.5% | 57,892 |
| INNOVATOR ETFS TRUST | $4.1M | 0.5% | 83,293 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $4.1M | 0.5% | 211,310 |
| JPMJPMorgan Chase & Co | $4M | 0.4% | 12,024 |
| VXUSVanguard Total International Stock ETF | $4M | 0.4% | 46,518 |
| CVXChevron Corp | $3.9M | 0.4% | 19,054 |
| INNOVATOR ETFS TRUST | $3.8M | 0.4% | 75,537 |
| VANGUARD INSTL INDEX FD | $3.8M | 0.4% | 49,690 |
| T ROWE PRICE EXCHANGE-TRADED | $3.6M | 0.4% | 72,623 |
| MAMastercard Inc | $3.6M | 0.4% | 6,520 |
| FENIFidelity Enhanced International ETF | $3.5M | 0.4% | 88,778 |
| INVESCO EXCH TRD SLF IDX FD | $3.5M | 0.4% | 171,679 |
| INNOVATOR ETFS TRUST | $3.4M | 0.4% | 71,650 |
| PANWPalo Alto Networks Inc | $3.4M | 0.4% | 8,541 |
| CRWDCrowdStrike Holdings Inc | $3.4M | 0.4% | 12,700 |
| INNOVATOR ETFS TRUST | $3.3M | 0.4% | 76,379 |
| HDViShares Core High Dividend ETF | $3.3M | 0.4% | 117,751 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $3.3M | 0.4% | 41,942 |
| TCAFT. Rowe Price Capital Appreciation Equity ETF | $3.2M | 0.4% | 76,175 |
| ORCLOracle Corp | $3M | 0.3% | 22,064 |
| WISDOMTREE TR | $3M | 0.3% | 31,158 |
| ONEQFidelity Nasdaq Composite Index ETF | $3M | 0.3% | 28,382 |
| INNOVATOR ETFS TRUST | $2.9M | 0.3% | 59,682 |
| VGTVanguard Information Tech ETF | $2.9M | 0.3% | 23,198 |
| CATCaterpillar Inc | $2.9M | 0.3% | 3,516 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $2.8M | 0.3% | 37,932 |
| GLDSPDR Gold Shares | $2.7M | 0.3% | 7,115 |
| IJRiShares Core S&P Small-Cap ETF | $2.6M | 0.3% | 19,014 |
| INNOVATOR ETFS TRUST | $2.5M | 0.3% | 53,910 |
| BACBank of America Corp | $2.4M | 0.3% | 44,999 |
| TSLATesla Inc | $2.4M | 0.3% | 6,813 |
| INVESCO EXCH TRD SLF IDX FD | $2.3M | 0.3% | 127,124 |
| ABBVAbbVie Inc | $2.3M | 0.3% | 8,788 |
| JNJJohnson & Johnson | $2.3M | 0.3% | 8,653 |
| QQQMInvesco NASDAQ 100 ETF | $2.3M | 0.3% | 7,492 |
| VANGUARD WELLESLEY INCOME FD | $2.2M | 0.2% | 32,357 |
| AVUVAvantis U.S. Small Cap Value ETF | $2.2M | 0.2% | 18,624 |
| IVEiShares S&P 500 Value ETF | $2.2M | 0.2% | 9,469 |
| NEENextera Energy Inc | $2.1M | 0.2% | 28,279 |
| FBNDFidelity Total Bond ETF | $2.1M | 0.2% | 48,478 |
| JAAAJanus Henderson AAA CLO ETF | $2.1M | 0.2% | 41,500 |
| VYMVanguard High Dividend Yield ETF | $2.1M | 0.2% | 13,400 |
| VIOOVanguard S&P Small-Cap 600 ETF | $2.1M | 0.2% | 16,371 |
| SCHWAB STRATEGIC TR | $2M | 0.2% | 60,057 |
| FIDELITY COVINGTON TRUST | $2M | 0.2% | 50,429 |
| NFLXNetflix Inc | $1.9M | 0.2% | 27,002 |
| VUGVanguard Growth ETF | $1.8M | 0.2% | 20,428 |
| MUMicron Technology Inc | $1.8M | 0.2% | 1,692 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1.8M | 0.2% | 70,529 |
| DVYISHARES TR | $1.8M | 0.2% | 11,751 |
| VANGUARD MUN BD FDS | $1.8M | 0.2% | 24,885 |
| XLEState Street Energy Select Sector SPDR ETF | $1.8M | 0.2% | 28,898 |
| INNOVATOR ETFS TRUST | $1.7M | 0.2% | 36,470 |
| WMTWalmart Inc | $1.7M | 0.2% | 16,409 |
| DISWalt Disney Co | $1.7M | 0.2% | 15,846 |
| SCHASchwab U.S. Small-Cap ETF | $1.7M | 0.2% | 50,705 |
| PLTRPalantir Technologies Inc | $1.6M | 0.2% | 8,690 |
| MRKMerck & Co Inc | $1.6M | 0.2% | 10,716 |
| AMDAdvanced Micro Devices Inc | $1.6M | 0.2% | 2,542 |
| VTVVanguard Value ETF | $1.5M | 0.2% | 7,077 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $1.5M | 0.2% | 2,998 |
| COSTCostco Wholesale Corp | $1.5M | 0.2% | 1,654 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.2% | 2 |
| INVESCO EXCH TRD SLF IDX FD | $1.5M | 0.2% | 92,475 |
| DIMENSIONAL ETF TRUST | $1.5M | 0.2% | 17,805 |
| INNOVATOR ETFS TRUST | $1.5M | 0.2% | 33,395 |
| VANGUARD MALVERN FDS | $1.4M | 0.2% | 19,584 |
| FIDELITY COVINGTON TRUST | $1.4M | 0.2% | 31,404 |
| GBTCGrayscale Bitcoin Trust (Btc) | $1.4M | 0.2% | 21,445 |
| IWDiShares Russell 1000 Value ETF | $1.4M | 0.2% | 5,571 |
| AVSCAvantis U.S Small Cap Equity ETF | $1.4M | 0.2% | 19,946 |
| VANGUARD MUN BD FDS | $1.3M | 0.1% | 17,988 |
| QCOMQualcomm Inc | $1.3M | 0.1% | 7,245 |
| PGProcter & Gamble Co | $1.3M | 0.1% | 8,986 |
| CSCOCisco Systems Inc | $1.3M | 0.1% | 12,066 |
| DGROiShares Core Dividend Growth ETF | $1.3M | 0.1% | 17,020 |
| IVWiShares S&P 500 Growth ETF | $1.2M | 0.1% | 8,540 |
| JCPBJPMorgan Core Plus Bond ETF | $1.2M | 0.1% | 27,128 |
| LMTLockheed Martin Corp | $1.2M | 0.1% | 2,339 |
| INNOVATOR ETFS TRUST | $1.2M | 0.1% | 26,910 |
| KOCoca-Cola Co | $1.2M | 0.1% | 13,742 |
| SPCXSpace Exploration Technologies Corp | $1.2M | 0.1% | 7,624 |
| FIDELITY GREENWOOD STREET TR | $1.1M | 0.1% | 33,260 |
| ISHARES TR | $1.1M | 0.1% | 36,836 |
| RTXRTX Corp | $1.1M | 0.1% | 5,771 |
| VNQVanguard Real Estate ETF | $1.1M | 0.1% | 11,801 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.1M | 0.1% | 23,764 |
| DIMENSIONAL ETF TRUST | $1.1M | 0.1% | 19,190 |
| TDToronto-Dominion Bank | $1M | 0.1% | 8,862 |
| IBMInternational Business Machines Corp | $1M | 0.1% | 4,693 |
| FIDELITY COVINGTON TRUST | $982.9K | 0.1% | 23,760 |
| MTUMiShares MSCI USA Momentum Factor ETF | $982.2K | 0.1% | 3,095 |
| CGXUCapital Group International Focus Equity ETF | $958.2K | 0.1% | 27,943 |
| XLKState Street Technology Select Sector SPDR ETF | $944K | 0.1% | 4,823 |
| VHTVanguard Health Care ETF | $925.5K | 0.1% | 2,928 |
| XLUState Street Utilities Select Sector SPDR ETF | $905.4K | 0.1% | 22,957 |
| INNOVATOR ETFS TRUST | $904.4K | 0.1% | 32,485 |
| INNOVATOR ETFS TRUST | $904.3K | 0.1% | 14,025 |
| INNOVATOR ETFS TRUST | $898.1K | 0.1% | 11,422 |
| VANGUARD MALVERN FDS | $890.6K | 0.1% | 17,985 |
| INNOVATOR ETFS TRUST | $888.9K | 0.1% | 16,079 |
| PEGPublic Service Enterprise Group Inc | $886.4K | 0.1% | 13,164 |
| MCDMcDonald's Corp | $835.7K | 0.1% | 3,619 |
| IWMiShares Russell 2000 Index Fund | $830.4K | 0.1% | 2,988 |
| DEDeere & Co | $821.7K | 0.1% | 1,224 |
| ITAiShares U.S. Aerospace & Defense ETF | $814.9K | 0.1% | 3,933 |
| J P MORGAN EXCHANGE TRADED F | $810.7K | 0.1% | 17,631 |
| AMGNAmgen Inc | $809.9K | 0.1% | 1,922 |
| BABoeing Co | $785.4K | 0.1% | 4,222 |
| GEGeneral Electric Co | $782.4K | 0.1% | 2,505 |
| BINCiShares Flexible Income Active ETF | $776.4K | 0.1% | 15,286 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $771.9K | 0.1% | 1,692 |
| PEPPepsiCo Inc | $762.7K | 0.1% | 6,018 |
| VEAVanguard FTSE Developed Markets ETF | $762.1K | 0.1% | 10,793 |
| GSGoldman Sachs Group Inc | $758.1K | 0.1% | 842 |
| INNOVATOR ETFS TRUST | $757.3K | 0.1% | 12,444 |
| PROSHARES TR | $753.5K | 0.1% | 10,869 |
| INNOVATOR ETFS TRUST | $753K | 0.1% | 17,525 |
| JEPIJPMorgan Equity Premium Income ETF | $750K | 0.1% | 13,341 |
| IEFAiShares Core MSCI EAFE ETF | $744K | 0.1% | 7,679 |
| COPConocoPhillips | $740.6K | 0.1% | 5,918 |
| DIMENSIONAL ETF TRUST | $730.6K | 0.1% | 9,437 |
| MPCMarathon Petroleum Corp | $729K | 0.1% | 1,844 |
| UNHUnitedHealth Group Inc | $725.6K | 0.1% | 1,977 |
| CEGConstellation Energy Corp | $715.8K | 0.1% | 2,818 |
| FQALFidelity Quality Factor ETF | $699.3K | 0.1% | 8,400 |
| PROSHARES TR | $674.6K | 0.1% | 7,053 |
| INNOVATOR ETFS TRUST | $672.2K | 0.1% | 28,374 |
| MCKMcKesson Corp | $665.7K | 0.1% | 780 |
| MOAltria Group Inc | $665.5K | 0.1% | 9,882 |
| PMPhilip Morris International Inc | $647.9K | 0.1% | 3,395 |
| INNOVATOR ETFS TRUST | $642.4K | 0.1% | 17,647 |
| UBERUber Technologies Inc | $639.2K | 0.1% | 9,329 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $635.6K | 0.1% | 13,049 |
| ASML HLDG NV | $628.7K | 0.1% | 347 |
| BITBBITWISE BITCOIN ETF TR | $628.3K | 0.1% | 13,852 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $592.3K | 0.1% | 5,404 |
| INNOVATOR ETFS TRUST | $587.1K | 0.1% | 9,675 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $584.3K | 0.1% | 9,537 |
| VRTVertiv Holdings Co | $584.1K | 0.1% | 2,420 |
| VEUVanguard FTSE All World Ex US ETF | $578.6K | 0.1% | 6,973 |
| SCHXSchwab U.S. Large-Cap ETF | $563.9K | 0.1% | 18,796 |
| GEVGE Vernova Inc | $563.4K | 0.1% | 593 |
| PFFiShares Preferred and Income Securities ETF | $558.7K | 0.1% | 18,938 |
| VONGVanguard Russell 1000 Growth ETF | $543.4K | 0.1% | 4,215 |
| PRFInvesco FTSE RAFI US 1000 ETF | $542.1K | 0.1% | 9,959 |
| IBITiShares Bitcoin Trust ETF | $534.4K | 0.1% | 11,288 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $529.6K | 0.1% | 6,781 |
| INVESCO EXCHANGE TRADED FD T | $521.3K | 0.1% | 14,084 |
| EPDEnterprise Products Partners L.P | $519.4K | 0.1% | 14,585 |
| VANGUARD SCOTTSDALE FDS | $516.4K | 0.1% | 7,095 |
| SNDKSandisk Corp | $510.2K | 0.1% | 293 |
| INNOVATOR ETFS TRUST | $506.1K | 0.1% | 9,363 |
| INNOVATOR ETFS TRUST | $494.1K | 0.1% | 8,915 |
| INNOVATOR ETFS TRUST | $485.8K | 0.1% | 11,255 |
| GLWCorning Inc | $474.8K | 0.1% | 3,088 |
| IVOOVanguard S&P Mid-Cap 400 ETF | $467.1K | 0.1% | 3,836 |
| FNDXSchwab Fundamental US Large Company Index ETF | $459.5K | 0.1% | 14,600 |
| INNOVATOR ETFS TRUST | $458.4K | 0.1% | 11,770 |
| DFIVDimensional International Value ETF | $451.5K | 0.0% | 8,082 |
| VXFVanguard Extended Market ETF | $451.2K | 0.0% | 1,948 |
| INNOVATOR ETFS TRUST | $445.1K | 0.0% | 8,145 |
| BNBrookfield Corporation Class A Limited Voting Shares | $443.9K | 0.0% | 12,175 |
| MDYSPDR MidCap Trust Series I | $442.6K | 0.0% | 674 |
| IWRiShares Russell Mid-Cap ETF | $437.4K | 0.0% | 4,099 |
| INTCIntel Corp | $430.2K | 0.0% | 3,578 |
| XLVState Street Health Care Select Sector SPDR ETF | $430.1K | 0.0% | 2,554 |
| BNDXVanguard Total International Bond ETF | $425.4K | 0.0% | 9,076 |
| BXBlackstone Inc | $418.3K | 0.0% | 3,732 |
| HARBOR ETF TRUST | $416.7K | 0.0% | 14,240 |
| PSXPhillips 66 | $411K | 0.0% | 1,610 |
| INNOVATOR ETFS TRUST | $409.1K | 0.0% | 8,355 |
| AMATApplied Materials Inc | $407.4K | 0.0% | 797 |
| XLIState Street Industrial Select Sector SPDR ETF | $405.9K | 0.0% | 2,431 |
| INNOVATOR ETFS TRUST | $402.5K | 0.0% | 6,650 |
| ABTAbbott Laboratories | $401.7K | 0.0% | 4,065 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $400.3K | 0.0% | 2,408 |
| CMICummins Inc | $396.2K | 0.0% | 767 |
| DUKDuke Energy Corp | $392.6K | 0.0% | 3,443 |
| DIREXION SHARES ETF TRUST | $384K | 0.0% | 1,366 |
| TRVTravelers Companies Inc | $382.5K | 0.0% | 1,073 |
| INVESCO EXCH TRD SLF IDX FD | $382.5K | 0.0% | 16,756 |
| AMERICAN CENTY ETF TR | $380.5K | 0.0% | 4,451 |
| JBNDJPMorgan Active Bond ETF | $379.8K | 0.0% | 7,430 |
| LINDE PLC | $377.4K | 0.0% | 795 |
| AIGAmerican International Group Inc | $375.4K | 0.0% | 5,044 |
| IWPiShares Russell Midcap Growth ETF | $373.5K | 0.0% | 2,713 |
| CGGRCapital Group Growth ETF | $372.8K | 0.0% | 7,861 |
| VDEVanguard Energy ETF | $371.6K | 0.0% | 2,159 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $368K | 0.0% | 2,672 |
| HONHoneywell International Inc | $366.7K | 0.0% | 1,739 |
| PNCPNC Financial Services Group Inc | $358.6K | 0.0% | 1,614 |
| PPLPPL Corp | $349.2K | 0.0% | 10,618 |
| BANK OF NY MELLON CORP | $346.1K | 0.0% | 2,393 |
| UPSUnited Parcel Service Inc | $345.6K | 0.0% | 3,699 |
| INNOVATOR ETFS TRUST | $345.2K | 0.0% | 8,170 |
| SHELShell PLC | $345.1K | 0.0% | 3,631 |
| IEMGiShares Core MSCI Emerging Markets ETF | $341.8K | 0.0% | 4,212 |
| BLKBlackRock Inc | $337K | 0.0% | 318 |
| IJTiShares S&P SmallCap 600 Growth ETF | $336.7K | 0.0% | 2,100 |
| TQQQProShares UltraPro QQQ | $335.5K | 0.0% | 4,299 |
| LOWLowe's Companies Inc | $331K | 0.0% | 1,796 |
| XLFState Street Financial Select Sector SPDR ETF | $329.1K | 0.0% | 6,163 |
| AXPAmerican Express Co | $324.3K | 0.0% | 1,066 |
| DSIiShares ESG MSCI KLD 400 ETF | $320.6K | 0.0% | 2,193 |
| COWZPacer US Cash Cows 100 ETF | $318.1K | 0.0% | 4,765 |
| MFS ACTIVE EXCHANGE TRADED F | $317.4K | 0.0% | 13,500 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $316.6K | 0.0% | 3,439 |
| GDGeneral Dynamics Corp | $312.4K | 0.0% | 941 |
| TLHiShares 10-20 Year Treasury Bond ETF | $309.9K | 0.0% | 3,363 |
| SCHWCharles Schwab Corp | $304.4K | 0.0% | 3,114 |
| SHOPShopify Inc | $303.4K | 0.0% | 2,046 |
| INNOVATOR ETFS TRUST | $299.3K | 0.0% | 6,025 |
| TAT&T Inc | $299.1K | 0.0% | 12,258 |
| NSCNorfolk Southern Corp | $297.9K | 0.0% | 964 |
| FIDELITY COVINGTON TRUST | $294.9K | 0.0% | 8,700 |
| WDCWestern Digital Corp | $294.9K | 0.0% | 649 |
| BPBP PLC | $292.9K | 0.0% | 6,658 |
| CRWVCoreWeave Inc | $286.4K | 0.0% | 3,287 |
| CFGCitizens Financial Group Inc | $285.2K | 0.0% | 4,474 |
| AVUSAvantis U.S. Equity ETF | $283.1K | 0.0% | 2,210 |
| INNOVATOR ETFS TRUST | $279.1K | 0.0% | 7,400 |
| FDXFedEx Corp | $277.9K | 0.0% | 975 |
| SPLVInvesco S&P 500 Low Volatility ETF | $274.7K | 0.0% | 3,895 |
| INNOVATOR ETFS TRUST | $274.1K | 0.0% | 8,180 |
| CCitigroup Inc | $273.3K | 0.0% | 2,111 |
| FIDELITY ETHEREUM FD | $273K | 0.0% | 10,275 |
| INVESCO EXCH TRD SLF IDX FD | $271.6K | 0.0% | 12,287 |
| MGCVanguard Mega Cap ETF | $269.9K | 0.0% | 956 |
| IXNiShares Global Tech ETF | $266.8K | 0.0% | 1,800 |
| HONAHoneywell Aerospace Inc | $265.9K | 0.0% | 1,716 |
| MSMorgan Stanley | $261.2K | 0.0% | 1,389 |
| BIVVanguard Intermediate-Term Bond ETF | $259.6K | 0.0% | 3,563 |
| ISHARES TR | $259K | 0.0% | 600 |
| ADAMS DIVERSIFIED EQUITY FD | $256.7K | 0.0% | 10,000 |
| EFGiShares MSCI EAFE Growth ETF | $254.6K | 0.0% | 2,125 |
| VZVerizon Communications Inc | $252.2K | 0.0% | 5,499 |
| INNOVATOR ETFS TRUST | $251.8K | 0.0% | 7,900 |
| EFAiShares MSCI EAFE ETF | $249.4K | 0.0% | 2,401 |
| EMREmerson Electric Co | $247.1K | 0.0% | 1,593 |
| DOUBLELINE ETF TRUST | $244.7K | 0.0% | 4,900 |
| METMetLife Inc | $243.8K | 0.0% | 2,589 |
| VOTVanguard Mid-Cap Growth ETF | $243.4K | 0.0% | 833 |
| ETHEGrayscale Ethereum Trust ETF | $240.4K | 0.0% | 11,218 |
| CRMSalesforce Inc | $240.1K | 0.0% | 1,046 |
| BEBloom Energy Corp | $239.9K | 0.0% | 866 |
| FFord Motor Co | $238.8K | 0.0% | 19,805 |
| VCSHVanguard Short-Term Corporate Bond ETF | $238K | 0.0% | 3,081 |
| TXNTexas Instruments Inc | $237.5K | 0.0% | 848 |
| MFS ACTIVE EXCHANGE TRADED F | $236K | 0.0% | 8,400 |
| AEPAmerican Electric Power Company Inc | $233.9K | 0.0% | 1,971 |
| JAVAJPMorgan Active Value ETF | $232.2K | 0.0% | 2,913 |
| WISDOMTREE TR | $231.9K | 0.0% | 3,376 |
| SBUXStarbucks Corp | $230.2K | 0.0% | 2,450 |
| FIDELITY MERRIMACK STR TR | $230.1K | 0.0% | 4,915 |
| INNOVATOR ETFS TRUST | $228K | 0.0% | 7,000 |
| XLCThe Communication Services Select Sector SPDR Fund | $227.8K | 0.0% | 2,053 |
| TRANE TECHNOLOGIES PLC | $226K | 0.0% | 500 |
| VTEIVanguard Tax-Managed Funds Vanguard Intermediate-Term Tax-Exempt Bond ETF | $224.1K | 0.0% | 2,350 |
| DEFINIUM THERAPEUTICS INC | $222.5K | 0.0% | 5,846 |
| SCHESchwab Emerging Markets Equity ETF | $218.4K | 0.0% | 5,991 |
| SOXXiShares Semiconductor ETF | $217.8K | 0.0% | 383 |
| INNOVATOR ETFS TRUST | $216.8K | 0.0% | 6,245 |
| TLTiShares 20+ Year Treasury Bond ETF | $215.5K | 0.0% | 2,770 |
| EXCExelon Corp | $215.1K | 0.0% | 5,324 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $214.7K | 0.0% | 5,021 |
| BSCVINVESCO EXCH TRD SLF IDX FD | $214.1K | 0.0% | 13,575 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $213.7K | 0.0% | 3,245 |
| ISHARES STAKED ETHEREUM TR E | $213.5K | 0.0% | 6,217 |
| INNOVATOR ETFS TRUST | $212K | 0.0% | 4,928 |
| INNOVATOR ETFS TRUST | $211.9K | 0.0% | 9,500 |
| INNOVATOR ETFS TRUST | $207.8K | 0.0% | 5,025 |
| MELIMercadoLibre Inc | $207.4K | 0.0% | 120 |
| EATON CORP PLC | $206.6K | 0.0% | 481 |
| VANGUARD MALVERN FDS | $200.8K | 0.0% | 2,689 |
| WFCWells Fargo & Co | $200.4K | 0.0% | 2,504 |
| AWKAmerican Water Works Co Inc | $200.3K | 0.0% | 1,547 |
| COINCoinbase Global Inc | $198.1K | 0.0% | 1,063 |
| DNP SELECT INCOME FD INC | $197.7K | 0.0% | 20,659 |
| PFEPfizer Inc | $196.6K | 0.0% | 6,892 |
| SNOWSnowflake Inc | $190.7K | 0.0% | 562 |
| LRCXLam Research Corp | $186.8K | 0.0% | 569 |
| TGTTarget Corp | $178.9K | 0.0% | 1,142 |
| BNDVanguard Total Bond Market ETF | $175K | 0.0% | 2,494 |
| UNPUnion Pacific Corp | $174.5K | 0.0% | 641 |
| ACLARIS THERAPEUTICS INC | $93.5K | 0.0% | 17,782 |
| CABALETTA BIO INC | $28.8K | 0.0% | 15,000 |
| WESTWATER RES INC | $7.8K | 0.0% | 15,000 |
Quarter ending 2026-09-30.
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