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Creative Capital Management Investments LLC Portfolio
$441.4M across 500 positions as of 2026-09-30, with 85% 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
+10.3%
-4.2% a year vs the S&P 500
3 years
+13.8%
-7.5% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
4 of 15
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.6% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.1% | -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 |
|---|---|---|---|
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $93.9M | 21.3% | 2,535,176 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $81.2M | 18.4% | 1,826,312 |
| DFCFDimensional Core Fixed Income ETF | $65.1M | 14.8% | 1,623,748 |
| AVUVAvantis U.S. Small Cap Value ETF | $35.1M | 8.0% | 298,206 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $29.9M | 6.8% | 1,104,840 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $25.9M | 5.9% | 1,018,160 |
| DFAEDimensional Emerging Core Equity Market ETF | $24.9M | 5.6% | 633,921 |
| AAPLApple Inc | $8.8M | 2.0% | 26,556 |
| PRFInvesco FTSE RAFI US 1000 ETF | $7.2M | 1.6% | 133,043 |
| NVDANVIDIA Corp | $3.9M | 0.9% | 17,109 |
| AMZNAmazon.com Inc | $3.1M | 0.7% | 12,262 |
| MSFTMicrosoft Corp | $2.9M | 0.7% | 5,662 |
| IGMiShares Expanded Tech Sector ETF | $2.4M | 0.5% | 13,917 |
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $2.2M | 0.5% | 49,788 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $2.1M | 0.5% | 14,579 |
| GOOGLAlphabet Inc | $2M | 0.5% | 5,841 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $2M | 0.4% | 41,733 |
| VTIVanguard Total Stock Market ETF | $1.8M | 0.4% | 4,783 |
| DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $1.8M | 0.4% | 35,849 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.3% | 2 |
| ISHARES CALIFORNIA MUNI BOND ETF | $1.4M | 0.3% | 25,547 |
| RTXRTX Corp | $1.4M | 0.3% | 7,395 |
| AVEMAvantis Emerging Markets Equity ETF | $1M | 0.2% | 11,143 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $1M | 0.2% | 10,384 |
| QCOMQualcomm Inc | $852.7K | 0.2% | 4,633 |
| XOMExxonmobil Holdings Corp | $832K | 0.2% | 5,112 |
| AVGOBroadcom Inc | $780.9K | 0.2% | 2,224 |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $742K | 0.2% | 15,347 |
| BRK.BBerkshire Hathaway Inc | $724K | 0.2% | 1,454 |
| GDGeneral Dynamics Corp | $704.1K | 0.2% | 2,122 |
| AVANTIS ALL EQUITY MARKETS ETF | $660.5K | 0.1% | 6,716 |
| SCHBSchwab U.S. Broad Market ETF | $650K | 0.1% | 22,178 |
| METAMeta Platforms Inc | $638.2K | 0.1% | 880 |
| LLYEli Lilly and Co | $629.5K | 0.1% | 544 |
| XLFState Street Financial Select Sector SPDR ETF | $624.1K | 0.1% | 11,688 |
| AMATApplied Materials Inc | $613.7K | 0.1% | 1,200 |
| SPYState Street SPDR S&P 500 ETF Trust | $610.9K | 0.1% | 801 |
| GILDGilead Sciences, Inc | $602.2K | 0.1% | 4,040 |
| EFViShares MSCI EAFE Value ETF | $600.7K | 0.1% | 7,590 |
| AVESAvantis Emerging Markets Value ETF | $586K | 0.1% | 8,997 |
| WMTWalmart Inc | $580.5K | 0.1% | 5,586 |
| IWFiShares Russell 1000 Growth ETF | $544.6K | 0.1% | 4,348 |
| TSLATesla Inc | $531.5K | 0.1% | 1,498 |
| MUMicron Technology Inc | $508.1K | 0.1% | 477 |
| COSTCostco Wholesale Corp | $500.7K | 0.1% | 550 |
| MAMastercard Inc | $437.9K | 0.1% | 794 |
| QQQInvesco QQQ Trust, Series 1 | $431.3K | 0.1% | 583 |
| ABBVAbbVie Inc | $419.1K | 0.1% | 1,602 |
| CCitigroup Inc | $397K | 0.1% | 3,066 |
| PWRQuanta Services Inc | $373.9K | 0.1% | 582 |
| JPMJPMorgan Chase & Co | $368.9K | 0.1% | 1,115 |
| IJHiShares Core S&P Mid-Cap ETF | $365.5K | 0.1% | 5,080 |
| HDHome Depot Inc | $352.8K | 0.1% | 1,240 |
| ALLEGHENY TECH INC | $347K | 0.1% | 1,832 |
| CVXChevron Corp | $326.1K | 0.1% | 1,597 |
| ISRGIntuitive Surgical Inc | $323.7K | 0.1% | 796 |
| EFAiShares MSCI EAFE ETF | $321.5K | 0.1% | 3,095 |
| CATCaterpillar Inc | $297.6K | 0.1% | 367 |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $297.1K | 0.1% | 6,454 |
| LHXL3Harris Technologies Inc | $288.4K | 0.1% | 1,218 |
| XLKState Street Technology Select Sector SPDR ETF | $286.6K | 0.1% | 1,464 |
| MCKMcKesson Corp | $280.9K | 0.1% | 329 |
| AMGNAmgen Inc | $275.2K | 0.1% | 653 |
| VXUSVanguard Total International Stock ETF | $273.1K | 0.1% | 3,215 |
| DSIiShares ESG MSCI KLD 400 ETF | $265.9K | 0.1% | 1,819 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $265.7K | 0.1% | 10,875 |
| WELLWelltower Inc | $264.8K | 0.1% | 1,150 |
| AVLVAvantis U.S. Large Cap Value ETF | $260K | 0.1% | 2,875 |
| IWRiShares Russell Mid-Cap ETF | $252.7K | 0.1% | 2,368 |
| IWMiShares Russell 2000 Index Fund | $251.8K | 0.1% | 906 |
| AVUSAvantis U.S. Equity ETF | $250.4K | 0.1% | 1,955 |
| HOODRobinhood Markets Inc | $250.1K | 0.1% | 2,223 |
| RGLDRoyal Gold Inc | $249.9K | 0.1% | 1,059 |
| USBUS Bancorp | $247.3K | 0.1% | 4,282 |
| XLCThe Communication Services Select Sector SPDR Fund | $243.9K | 0.1% | 2,198 |
| VTEBVanguard Tax-Exempt Bond ETF | $243.1K | 0.1% | 5,133 |
| VYMIVanguard International High Dividend Yield ETF | $229.2K | 0.1% | 2,266 |
| VRTVertiv Holdings Co | $227.8K | 0.1% | 944 |
| POWERSHARES FTSE RAFI US 1500 S/M PT | $225K | 0.1% | 4,300 |
| IVViShares Core S&P 500 ETF | $219.8K | 0.0% | 287 |
| GEGeneral Electric Co | $215.2K | 0.0% | 689 |
| BMYBristol-Myers Squibb Co | $205.7K | 0.0% | 3,297 |
| AEEAmeren Corp | $204.6K | 0.0% | 2,059 |
| IWBiShares Russell 1000 ETF | $200.6K | 0.0% | 482 |
| MRKMerck & Co Inc | $200.4K | 0.0% | 1,379 |
| GLDSPDR Gold Shares | $198.4K | 0.0% | 521 |
| IWDiShares Russell 1000 Value ETF | $196.9K | 0.0% | 794 |
| WFCWells Fargo & Co | $190.9K | 0.0% | 2,385 |
| VOOVanguard S&P 500 ETF | $189.2K | 0.0% | 270 |
| KOCoca-Cola Co | $184.9K | 0.0% | 2,148 |
| VVisa Inc | $183.7K | 0.0% | 511 |
| VUGVanguard Growth ETF | $181.8K | 0.0% | 2,017 |
| GOOGAlphabet Inc | $173.7K | 0.0% | 510 |
| IEMGiShares Core MSCI Emerging Markets ETF | $173.3K | 0.0% | 2,135 |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $171.9K | 0.0% | 2,812 |
| XLEState Street Energy Select Sector SPDR ETF | $170K | 0.0% | 2,764 |
| AXPAmerican Express Co | $169.1K | 0.0% | 556 |
| VEAVanguard FTSE Developed Markets ETF | $168.3K | 0.0% | 2,384 |
| IJRiShares Core S&P Small-Cap ETF | $168.3K | 0.0% | 1,237 |
| BLKBlackRock Inc | $167.2K | 0.0% | 158 |
| AMDAdvanced Micro Devices Inc | $167K | 0.0% | 273 |
| CWCurtiss-Wright Corp | $167K | 0.0% | 307 |
| PFEPfizer Inc | $165.1K | 0.0% | 5,789 |
| VONGVanguard Russell 1000 Growth ETF | $164.5K | 0.0% | 1,276 |
| PGProcter & Gamble Co | $156.5K | 0.0% | 1,077 |
| XELXcel Energy Inc | $155.3K | 0.0% | 2,204 |
| VLOValero Energy Corp | $154.3K | 0.0% | 398 |
| WISDOMTREE JAPAN HEDGED EQUITY FUND | $149K | 0.0% | 825 |
| AVDEAvantis International Equity ETF | $148.6K | 0.0% | 1,649 |
| VTVVanguard Value ETF | $140.9K | 0.0% | 652 |
| RSPInvesco S&P 500 Equal Weight ETF | $133.1K | 0.0% | 640 |
| LOWLowe's Companies Inc | $126.1K | 0.0% | 684 |
| GARMIN LTD | $121K | 0.0% | 422 |
| EVRGEvergy Inc | $120.3K | 0.0% | 1,534 |
| ANETArista Networks Inc | $119.1K | 0.0% | 585 |
| ORCLOracle Corp | $119K | 0.0% | 867 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $117.8K | 0.0% | 1,007 |
| INTCIntel Corp | $114.9K | 0.0% | 956 |
| VOVanguard Mid-Cap ETF | $113.9K | 0.0% | 1,452 |
| XLIState Street Industrial Select Sector SPDR ETF | $107.9K | 0.0% | 646 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $105.8K | 0.0% | 1,442 |
| CARRCarrier Global Corp | $105.8K | 0.0% | 1,929 |
| VANGUARD TOTAL TREASURY ETF | $102.7K | 0.0% | 1,422 |
| JNJJohnson & Johnson | $101.4K | 0.0% | 383 |
| DISWalt Disney Co | $100.6K | 0.0% | 959 |
| LHLabcorp Holdings Inc | $100.4K | 0.0% | 326 |
| SRESempra | $98.9K | 0.0% | 1,268 |
| SPHQInvesco S&P 500 Quality ETF | $98.4K | 0.0% | 1,170 |
| TDYTeledyne Technologies Inc | $97.7K | 0.0% | 161 |
| FIRST TRUST MANAGED MUNICIPAL ETF | $97.4K | 0.0% | 2,036 |
| SCHHSchwab U.S. REIT ETF | $96.8K | 0.0% | 4,393 |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $93.6K | 0.0% | 916 |
| ABTAbbott Laboratories | $90.5K | 0.0% | 916 |
| TJXTJX Companies Inc | $90.4K | 0.0% | 683 |
| GSGoldman Sachs Group Inc | $89.1K | 0.0% | 99 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $85.8K | 0.0% | 1,871 |
| ADPAutomatic Data Processing Inc | $84.6K | 0.0% | 328 |
| ISHARES MSCI USA ETF | $84.5K | 0.0% | 800 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $84K | 0.0% | 1,622 |
| VIGVanguard Div Appreciation ETF | $82.8K | 0.0% | 355 |
| APHAmphenol Corp | $82.1K | 0.0% | 974 |
| UNHUnitedHealth Group Inc | $81.9K | 0.0% | 223 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $81.7K | 0.0% | 1,014 |
| HACKETFMG Prime Cyber Security ETF | $81.5K | 0.0% | 672 |
| SYYSysco Corp | $75.1K | 0.0% | 963 |
| TMOThermo Fisher Scientific Inc | $72.9K | 0.0% | 108 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $72.8K | 0.0% | 2,025 |
| META PLATFORMS INC CL Acall | $72.5K | 0.0% | 100 |
| CSCOCisco Systems Inc | $71.6K | 0.0% | 665 |
| AORiShares Core 60/40 Balanced Allocation ETF | $69.9K | 0.0% | 1,020 |
| KLACKLA Corp | $69.6K | 0.0% | 357 |
| VNQVanguard Real Estate ETF | $68.9K | 0.0% | 769 |
| GEVGE Vernova Inc | $68.4K | 0.0% | 72 |
| DHID.R. Horton Inc | $66.7K | 0.0% | 488 |
| EATON CORP PLC SHS | $62.7K | 0.0% | 146 |
| MMM3M Co | $61.5K | 0.0% | 375 |
| HASHasbro Inc | $60.3K | 0.0% | 688 |
| RFRegions Financial Corp | $56.9K | 0.0% | 2,117 |
| EATON VANCE TAX MNGED BUY WRIT COM | $54.5K | 0.0% | 3,556 |
| CRWDCrowdStrike Holdings Inc | $54.3K | 0.0% | 205 |
| ADIAnalog Devices Inc | $54K | 0.0% | 136 |
| FBNDFidelity Total Bond ETF | $53.7K | 0.0% | 1,241 |
| GLWCorning Inc | $53.2K | 0.0% | 346 |
| AMAZON.COM INCcall | $49.8K | 0.0% | 200 |
| PNWPinnacle West Capital Corp | $49.4K | 0.0% | 531 |
| REETiShares Trust iShares Global REIT ETF | $47.3K | 0.0% | 1,836 |
| VYMVanguard High Dividend Yield ETF | $47K | 0.0% | 303 |
| U.S. SMALL CAP PORTFOLIO ETF | $47K | 0.0% | 607 |
| FXHFirst Trust Health Care AlphaDEX | $45.6K | 0.0% | 349 |
| SCHWAB U.S. MID-CAP ETF | $45.5K | 0.0% | 1,337 |
| BSVVanguard Short-Term Bond ETF | $45.5K | 0.0% | 595 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $45.2K | 0.0% | 99 |
| DEDeere & Co | $45K | 0.0% | 67 |
| IUSViShares Core S&P U.S. Value ETF | $44.9K | 0.0% | 407 |
| JOHNSON CTLS INC | $44.7K | 0.0% | 301 |
| VGTVanguard Information Tech ETF | $44.2K | 0.0% | 352 |
| MOAltria Group Inc | $44K | 0.0% | 654 |
| IJTiShares S&P SmallCap 600 Growth ETF | $43.8K | 0.0% | 273 |
| TMUST-Mobile US Inc | $43.7K | 0.0% | 268 |
| UNPUnion Pacific Corp | $43.3K | 0.0% | 159 |
| COPConocoPhillips | $42.9K | 0.0% | 343 |
| VBVanguard Small-Cap ETF | $42.7K | 0.0% | 150 |
| SEAGATE TECHNOLOGY | $41.5K | 0.0% | 45 |
| PKWInvesco BuyBack Achievers ETF | $41.2K | 0.0% | 288 |
| SBUXStarbucks Corp | $40.8K | 0.0% | 434 |
| EEMiShares MSCI Emerging Index Fund | $40.1K | 0.0% | 600 |
| IEFAiShares Core MSCI EAFE ETF | $40K | 0.0% | 413 |
| WISDOMTREE INTERNATIONAL EQUITY FUND | $39.7K | 0.0% | 539 |
| IBMInternational Business Machines Corp | $39.6K | 0.0% | 180 |
| PSXPhillips 66 | $39.1K | 0.0% | 153 |
| TTWOTake-Two Interactive Software Inc | $39K | 0.0% | 188 |
| AMPAmeriprise Financial Inc | $38.9K | 0.0% | 79 |
| SYFSynchrony Financial | $37.8K | 0.0% | 532 |
| PANWPalo Alto Networks Inc | $37.7K | 0.0% | 95 |
| BACBank of America Corp | $37.2K | 0.0% | 683 |
| STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $36.6K | 0.0% | 1,333 |
| DALDelta Air Lines Inc | $36.2K | 0.0% | 434 |
| MSMorgan Stanley | $35.9K | 0.0% | 191 |
| TRANE TECHNOLOGIES PLC SHS | $35.7K | 0.0% | 79 |
| SYKStryker Corp | $34.4K | 0.0% | 125 |
| ITWIllinois Tool Works Inc | $34.2K | 0.0% | 133 |
| IDEViShares Core MSCI International Developed Markets ETF | $34.1K | 0.0% | 381 |
| PFGPrincipal Financial Group Inc | $33.6K | 0.0% | 300 |
| LINDE PLC SHS | $33.2K | 0.0% | 70 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $33.1K | 0.0% | 321 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $32.4K | 0.0% | 666 |
| VDEVanguard Energy ETF | $32K | 0.0% | 186 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $30.5K | 0.0% | 60 |
| DVYISHARES DJ SELECT DIVIDEND | $30.4K | 0.0% | 200 |
| TXNTexas Instruments Inc | $30K | 0.0% | 107 |
| ALLAllstate Corp | $29.5K | 0.0% | 133 |
| EATON VANCE RISK-MANAGED DIVER COM | $29.1K | 0.0% | 3,556 |
| FIDELITY ENHANCED MID CAP CORE ETF | $28.7K | 0.0% | 711 |
| ORealty Income Corp | $28.5K | 0.0% | 525 |
| IVWiShares S&P 500 Growth ETF | $28.5K | 0.0% | 200 |
| CSXCSX Corp | $28.1K | 0.0% | 605 |
| ZBHZimmer Biomet Holdings, Inc | $27.4K | 0.0% | 308 |
| LRCXLam Research Corp | $27.3K | 0.0% | 83 |
| DFIVDimensional International Value ETF | $27K | 0.0% | 483 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $26.5K | 0.0% | 490 |
| TAT&T Inc | $26K | 0.0% | 1,064 |
| ESGUiShares ESG Aware MSCI USA ETF | $25.7K | 0.0% | 154 |
| SCHFSchwab International Equity ETF | $25.6K | 0.0% | 932 |
| AKREAkre Focus ETF | $25.1K | 0.0% | 476 |
| VRTXVertex Pharmaceuticals Inc | $24.6K | 0.0% | 47 |
| SLBSLB NV | $24.5K | 0.0% | 503 |
| TGTTarget Corp | $24.3K | 0.0% | 155 |
| PEPPepsiCo Inc | $24K | 0.0% | 189 |
| VOYAVoya Financial Inc | $23.8K | 0.0% | 252 |
| DFATDimensional U.S. Targeted Value ETF | $23.7K | 0.0% | 356 |
| ACWViShares MSCI Global Min Vol Factor ETF | $23.3K | 0.0% | 190 |
| HONAHoneywell Aerospace Inc | $23.2K | 0.0% | 150 |
| WDCWestern Digital Corp | $23.2K | 0.0% | 51 |
| NYLIM HEDGE MULTI-STRATEGY TRACKER ETF | $22.9K | 0.0% | 636 |
| SPGIS&P Global Inc | $22.5K | 0.0% | 57 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $22.4K | 0.0% | 204 |
| BANK OF NY MELLON CORP COM | $21.8K | 0.0% | 151 |
| NYLIM MERGER ARBITRAGE ETF | $21.7K | 0.0% | 590 |
| NEENextera Energy Inc | $21.2K | 0.0% | 280 |
| TRVTravelers Companies Inc | $20.7K | 0.0% | 58 |
| DINOHF Sinclair Corp | $20.3K | 0.0% | 189 |
| ODFLOld Dominion Freight Line Inc | $20K | 0.0% | 115 |
| PGRProgressive Corp | $19.9K | 0.0% | 96 |
| ACCENTURE LTD BERMUDA CL A | $19.6K | 0.0% | 107 |
| CEGConstellation Energy Corp | $19.6K | 0.0% | 77 |
| HPEHewlett Packard Enterprise Co | $18.9K | 0.0% | 296 |
| VZVerizon Communications Inc | $18.8K | 0.0% | 409 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $18.3K | 0.0% | 149 |
| CMICummins Inc | $18.1K | 0.0% | 35 |
| RJFRaymond James Financial Inc | $17.9K | 0.0% | 113 |
| ILMNIllumina Inc | $17.8K | 0.0% | 65 |
| PNCPNC Financial Services Group Inc | $17.8K | 0.0% | 80 |
| SUSuncor Energy Inc (Canada) | $17.4K | 0.0% | 257 |
| SDYState Street SPDR S&P Dividend ETF | $17.4K | 0.0% | 119 |
| MPCMarathon Petroleum Corp | $17.4K | 0.0% | 44 |
| AVREAvantis Real Estate ETF | $17.1K | 0.0% | 385 |
| JBHTJ B Hunt Transport Services Inc | $16.4K | 0.0% | 73 |
| VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $16.3K | 0.0% | 173 |
| EOGEOG Resources Inc | $16.3K | 0.0% | 118 |
| DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | $16K | 0.0% | 519 |
| MRNAModerna Inc | $15.8K | 0.0% | 82 |
| APAAPA Corp (US) | $15.7K | 0.0% | 378 |
| GMGeneral Motors Co | $15.4K | 0.0% | 200 |
| PHParker-Hannifin Corp | $15.3K | 0.0% | 16 |
| FDXFedEx Corp | $15.1K | 0.0% | 53 |
| OXYOccidental Petroleum Corp | $15.1K | 0.0% | 273 |
| ASML HLDG NV N Y REGISTRY SHS | $14.5K | 0.0% | 8 |
| ISHARES INC MSCI GERMANY INDEX FD | $14.5K | 0.0% | 350 |
| IBBiShares Nasdaq Biotechnology Index Fund | $14.3K | 0.0% | 68 |
| VWOVanguard FTSE Emerging Markets ETF | $14.1K | 0.0% | 238 |
| SCHXSchwab U.S. Large-Cap ETF | $14.1K | 0.0% | 469 |
| URIUnited Rentals Inc | $14K | 0.0% | 14 |
| LMTLockheed Martin Corp | $13.8K | 0.0% | 27 |
| NEMNewmont Corporation | $13.7K | 0.0% | 119 |
| IYFiShares U.S. Financial ETF | $13.7K | 0.0% | 109 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $13.6K | 0.0% | 82 |
| TERTeradyne Inc | $13.6K | 0.0% | 34 |
| SCHISchwab 5-10 Year Corporate Bond ETF | $13.4K | 0.0% | 625 |
| ISHARES TRUST RUSSELL 3000 INDEX FD | $13.4K | 0.0% | 31 |
| ADSKAutodesk Inc | $13.4K | 0.0% | 64 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $13.3K | 0.0% | 331 |
| WMWaste Management Inc | $13.3K | 0.0% | 65 |
| FIXComfort Systems USA Inc | $13.2K | 0.0% | 8 |
| NFLXNetflix Inc | $13.2K | 0.0% | 190 |
| METMetLife Inc | $13.2K | 0.0% | 140 |
| IMPACT SHARES WOMENS EMPOWERMENT ETF | $13.1K | 0.0% | 300 |
| CHUBB LIMITED COM | $13K | 0.0% | 40 |
| PMPhilip Morris International Inc | $13K | 0.0% | 68 |
| ICEIntercontinental Exchange Inc | $12.9K | 0.0% | 85 |
| FITBFifth Third Bancorp | $12.7K | 0.0% | 251 |
| NUENucor Corp | $12.6K | 0.0% | 54 |
| PVALPutnam Focused Large Cap Value ETF | $12.5K | 0.0% | 238 |
| APDAir Products and Chemicals Inc | $12.5K | 0.0% | 45 |
| FCNCAFirst Citizens BancShares Inc (Delaware) | $12.4K | 0.0% | 6 |
| BSXBoston Scientific Corp | $12.1K | 0.0% | 277 |
| SCHWCharles Schwab Corp | $12K | 0.0% | 123 |
| ROYAL CARRIBBEAN CRUISES LTD | $12K | 0.0% | 45 |
| WYWeyerhaeuser Co | $12K | 0.0% | 628 |
| SMBSSchwab Mortgage-Backed Securities ETF | $11.7K | 0.0% | 487 |
| DIGITALOCEAN HLDGS INC COM | $11.6K | 0.0% | 87 |
| HCAHCA Healthcare Inc | $11.5K | 0.0% | 27 |
| OEFiShares S&P 100 Fund | $11.5K | 0.0% | 30 |
| AMKRAmkor Technology Inc | $11.4K | 0.0% | 218 |
| SCHASchwab U.S. Small-Cap ETF | $11.3K | 0.0% | 346 |
| CRSCarpenter Technology Corp | $11.3K | 0.0% | 29 |
| MRVLMarvell Technology Inc | $11.1K | 0.0% | 42 |
| RSGRepublic Services Inc | $10.9K | 0.0% | 52 |
| FTNTFortinet Inc | $10.9K | 0.0% | 61 |
| MATSON INC COM | $10.8K | 0.0% | 49 |
| ORLYO'Reilly Automotive Inc | $10.8K | 0.0% | 126 |
| VOEVanguard Mid-Cap Value ETF | $10.8K | 0.0% | 55 |
| PBFPBF Energy Inc | $10.7K | 0.0% | 139 |
| COHRCoherent Corp | $10.4K | 0.0% | 36 |
| FFord Motor Co | $10.4K | 0.0% | 858 |
| PAYXPaychex Inc | $10.3K | 0.0% | 105 |
| HONHoneywell International Inc | $10.3K | 0.0% | 49 |
| DELLDell Technologies Inc | $10.2K | 0.0% | 19 |
| SHWSherwin-Williams Co | $10K | 0.0% | 31 |
| MCDMcDonald's Corp | $9.9K | 0.0% | 43 |
| EMREmerson Electric Co | $9.9K | 0.0% | 64 |
| AMEAMETEK Inc | $9.9K | 0.0% | 40 |
| FLEXTRONICS INTL LTD F | $9.8K | 0.0% | 89 |
| CRLCharles River Laboratories International Inc | $9.7K | 0.0% | 33 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $9.7K | 0.0% | 232 |
| MDLZMondelez International Inc | $9.7K | 0.0% | 167 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $9.6K | 0.0% | 62 |
| STTState Street Corp | $9.6K | 0.0% | 55 |
| GHGuardant Health Inc | $9.5K | 0.0% | 53 |
| UPSUnited Parcel Service Inc | $9.4K | 0.0% | 101 |
| LNGCheniere Energy Inc | $9.4K | 0.0% | 35 |
| MRSHMarsh & McLennan Companies Inc | $9.4K | 0.0% | 55 |
| TWLOTwilio Inc | $9.4K | 0.0% | 32 |
| MKSIMKS Incorporated | $9.3K | 0.0% | 35 |
| KMIKinder Morgan Inc | $9.3K | 0.0% | 308 |
| CMCSAComcast Corp | $9.2K | 0.0% | 425 |
| XLBMaterials Select Sector SPDR | $9.2K | 0.0% | 188 |
| CIENCiena Corp | $9.1K | 0.0% | 26 |
| ROSTRoss Stores Inc | $9.1K | 0.0% | 39 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $9K | 0.0% | 115 |
| CFCF Industries Holdings Inc | $9K | 0.0% | 78 |
| NTRSNorthern Trust Corp | $9K | 0.0% | 53 |
| PRUPrudential Financial Inc | $9K | 0.0% | 79 |
| CICigna Group | $9K | 0.0% | 33 |
| BWABorgwarner Inc | $9K | 0.0% | 149 |
| PXFInvesco RAFI Developed Markets ex-U.S. ETF | $8.8K | 0.0% | 116 |
| INDAIshares MSCI India ETF | $8.8K | 0.0% | 188 |
| UTHRUnited Therapeutics Corp | $8.7K | 0.0% | 16 |
| DVNDevon Energy Corp | $8.7K | 0.0% | 188 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $8.6K | 0.0% | 171 |
| FMC TECHNOLOGIES INC | $8.5K | 0.0% | 125 |
| NVSNovartis AG | $8.4K | 0.0% | 59 |
| MOG.AMoog Inc | $8.4K | 0.0% | 22 |
| REGNRegeneron Pharmaceuticals Inc | $8.3K | 0.0% | 11 |
| UALUnited Airlines Holdings Inc | $8.3K | 0.0% | 75 |
| DGROiShares Core Dividend Growth ETF | $8.3K | 0.0% | 110 |
| HLTHilton Worldwide Holdings Inc | $8.3K | 0.0% | 26 |
| TMToyota Motor Corp | $8.2K | 0.0% | 45 |
| FERGFerguson Enterprises Inc | $8.2K | 0.0% | 37 |
| SPGSimon Property Group Inc | $8.2K | 0.0% | 41 |
| STLDSteel Dynamics Inc | $8.2K | 0.0% | 37 |
| ARWArrow Electronics Inc | $8.2K | 0.0% | 36 |
| OKTAOkta Inc | $8.2K | 0.0% | 39 |
| LUVSouthwest Airlines Co | $8.1K | 0.0% | 195 |
| TFCTruist Financial Corp | $8.1K | 0.0% | 175 |
| VSATViasat Inc | $8.1K | 0.0% | 115 |
| PSKYParamount Skydance Corp | $8K | 0.0% | 777 |
| VTRSViatris Inc | $8K | 0.0% | 451 |
| COREBRIDGE FINL INC COM | $8K | 0.0% | 241 |
| KRKroger Co | $7.9K | 0.0% | 135 |
| CORCencora Inc | $7.8K | 0.0% | 26 |
| ELVElevance Health Inc | $7.8K | 0.0% | 20 |
| CPAYCorpay Inc | $7.8K | 0.0% | 20 |
| VEUVanguard FTSE All World Ex US ETF | $7.7K | 0.0% | 93 |
| EWBCEast West Bancorp Inc | $7.7K | 0.0% | 62 |
| PRPermian Resources Corp | $7.6K | 0.0% | 362 |
| JACKSON FINANCIAL INC COM CL A | $7.6K | 0.0% | 59 |
| TDGTransDigm Group Inc | $7.6K | 0.0% | 7 |
| COFCapital One Financial Corp | $7.5K | 0.0% | 39 |
| CINFCincinnati Financial Corp | $7.5K | 0.0% | 47 |
| AFLAflac Inc | $7.5K | 0.0% | 67 |
| HIGHartford Insurance Group Inc | $7.5K | 0.0% | 61 |
| FCXFreeport-McMoRan Inc | $7.4K | 0.0% | 106 |
| ECLEcolab Inc | $7.4K | 0.0% | 27 |
| JAZZ PHARMACEUTICALS PLC SHS USD | $7.4K | 0.0% | 32 |
| UBERUber Technologies Inc | $7.4K | 0.0% | 108 |
| FANGDiamondback Energy Inc | $7.4K | 0.0% | 40 |
| OKEONEOK Inc | $7.3K | 0.0% | 86 |
| DHRDanaher Corp | $7.3K | 0.0% | 33 |
| RSReliance Inc | $7.3K | 0.0% | 19 |
| LLoews Corp | $7.3K | 0.0% | 70 |
| BKRBaker Hughes Co | $7.3K | 0.0% | 133 |
| EWCiShares MSCI Canada Index Fund | $7.3K | 0.0% | 125 |
| CRH PLC ORD | $7.3K | 0.0% | 88 |
| PHMPultegroup Inc | $7.2K | 0.0% | 62 |
| NWGNatWest Group PLC | $7.2K | 0.0% | 394 |
| TKRTimken Co | $7.1K | 0.0% | 61 |
| ULTAUlta Beauty Inc | $7.1K | 0.0% | 13 |
| DUKDuke Energy Corp | $7.1K | 0.0% | 62 |
| CTASCintas Corp | $7K | 0.0% | 36 |
| EBAYeBay Inc | $7K | 0.0% | 66 |
| MEDTRONIC PLC SHS | $7K | 0.0% | 81 |
| TE CONNECTIVITY LTD | $7K | 0.0% | 33 |
| SNDKSandisk Corp | $7K | 0.0% | 4 |
| SSNCSS&C Technologies Holdings Inc | $6.9K | 0.0% | 90 |
| SNXTD Synnex Corp | $6.9K | 0.0% | 27 |
| VLTOVeralto Corp | $6.9K | 0.0% | 73 |
| VIAVViavi Solutions Inc | $6.9K | 0.0% | 164 |
| DARDarling Ingredients Inc | $6.9K | 0.0% | 113 |
| MKLMarkel Group Inc | $6.9K | 0.0% | 4 |
| EMEEMCOR Group Inc | $6.8K | 0.0% | 9 |
| PPGPPG Industries Inc | $6.8K | 0.0% | 65 |
| LPLALPL Financial Holdings Inc | $6.7K | 0.0% | 22 |
| JLLJones Lang LaSalle Inc | $6.7K | 0.0% | 22 |
| IQVIQVIA Holdings Inc | $6.7K | 0.0% | 25 |
| OVVOvintiv Inc | $6.7K | 0.0% | 116 |
| DGDollar General Corp | $6.7K | 0.0% | 56 |
| WRBW. R. Berkley Corp | $6.7K | 0.0% | 99 |
| RENAISSANCERE HLDGS LTD COM | $6.7K | 0.0% | 21 |
| NXP SEMICONDUCTORS NV COM | $6.7K | 0.0% | 28 |
| RGAReinsurance Group of America Inc | $6.6K | 0.0% | 27 |
| AON PLC SHS CL A | $6.6K | 0.0% | 24 |
| CVSCVS Health Corp | $6.6K | 0.0% | 77 |
| WMBWilliams Companies Inc | $6.6K | 0.0% | 97 |
| WATWaters Corp | $6.6K | 0.0% | 15 |
| GDXVanEck Gold Miners ETF | $6.6K | 0.0% | 75 |
| SCHDSchwab US Dividend Equity ETF | $6.5K | 0.0% | 201 |
| SNPSSynopsys Inc | $6.5K | 0.0% | 15 |
| CFGCitizens Financial Group Inc | $6.5K | 0.0% | 102 |
| UNMUnum Group | $6.5K | 0.0% | 74 |
| NSCNorfolk Southern Corp | $6.5K | 0.0% | 21 |
| TRGPTarga Resources Corp | $6.5K | 0.0% | 24 |
| EXEExpand Energy Corp | $6.5K | 0.0% | 77 |
| WCCWesco International Inc | $6.5K | 0.0% | 18 |
| EXPDExpeditors International of Washington Inc | $6.5K | 0.0% | 35 |
| THCTenet Healthcare Corp | $6.4K | 0.0% | 25 |
| INTERNATIONAL SEAWAYS INC COM | $6.4K | 0.0% | 58 |
| BBYBest Buy Co Inc | $6.4K | 0.0% | 72 |
| AIZAssurant Inc | $6.3K | 0.0% | 24 |
| INCYIncyte Corp | $6.3K | 0.0% | 52 |
| SFStifel Financial Corp | $6.3K | 0.0% | 90 |
| AFGAmerican Financial Group Inc | $6.3K | 0.0% | 46 |
| SCHWAB HIGH YIELD BOND ETF | $6.3K | 0.0% | 249 |
| UBS AG NEW F | $6.3K | 0.0% | 130 |
| SOXXiShares Semiconductor ETF | $6.3K | 0.0% | 11 |
| MSIMotorola Solutions Inc | $6.2K | 0.0% | 14 |
| FFIVF5 Inc | $6.2K | 0.0% | 14 |
| GWWWW Grainger Inc | $6.2K | 0.0% | 5 |
| PKGPackaging Corp of America | $6.2K | 0.0% | 27 |
| SNASnap-On Inc | $6.2K | 0.0% | 17 |
| WSMWilliams-Sonoma Inc | $6.2K | 0.0% | 27 |
| NVRNVR Inc | $6.2K | 0.0% | 1 |
| PCARPaccar Inc | $6.1K | 0.0% | 56 |
| ALLYAlly Financial Inc | $6.1K | 0.0% | 163 |
| ROKRockwell Automation Inc | $6.1K | 0.0% | 14 |
| NTAPNetApp Inc | $6.1K | 0.0% | 29 |
| DGXQuest Diagnostics Inc | $6.1K | 0.0% | 26 |
| DFAIDimensional International Core Equity Market ETF | $6K | 0.0% | 146 |
| FASTFastenal Co | $6K | 0.0% | 122 |
| DLTRDollar Tree Inc | $6K | 0.0% | 53 |
| BCSBarclays PLC | $6K | 0.0% | 249 |
| CTSHCognizant Technology Solutions Corp | $6K | 0.0% | 105 |
| BALLBall Corp | $6K | 0.0% | 107 |
| CARNIVAL CORP | $6K | 0.0% | 244 |
| FUNSix Flags Entertainment Corp | $6K | 0.0% | 559 |
| CNH INDL N V SHS | $6K | 0.0% | 465 |
| RVTYRevvity Inc | $6K | 0.0% | 39 |
| NVENT ELEC PLC SHS | $5.9K | 0.0% | 37 |
| UHSUniversal Health Services Inc | $5.9K | 0.0% | 34 |
| USFDUS Foods Holding Corp | $5.9K | 0.0% | 64 |
| CVNACarvana Co | $5.9K | 0.0% | 94 |
| EVEREST GROUP LTD COM | $5.8K | 0.0% | 16 |
| ORIOld Republic International Corp | $5.8K | 0.0% | 156 |
| TOLToll Brothers Inc | $5.8K | 0.0% | 43 |
| KNXKnight-Swift Transportation Holdings Inc | $5.8K | 0.0% | 91 |
| STZConstellation Brands Inc | $5.8K | 0.0% | 51 |
| CMECME Group Inc | $5.8K | 0.0% | 22 |
| KEYKeyCorp | $5.8K | 0.0% | 287 |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | $5.7K | 0.0% | 100 |
| JBLJabil Inc | $5.7K | 0.0% | 20 |
| SMURFIT WESTROCK PLC SHS | $5.7K | 0.0% | 130 |
| INVESCO PLC NEW SPONSORED ADR | $5.7K | 0.0% | 190 |
| BDXBecton Dickinson and Co | $5.7K | 0.0% | 32 |
| RRyder System Inc | $5.7K | 0.0% | 25 |
| DXCMDexcom Inc | $5.7K | 0.0% | 66 |
| SOLSSolstice Advanced Materials Inc | $5.7K | 0.0% | 101 |
| STERIS CORP | $5.7K | 0.0% | 27 |
| GLGlobe Life Inc | $5.6K | 0.0% | 34 |
| VVVanguard Large-Cap ETF | $5.6K | 0.0% | 16 |
| CDNSCadence Design Systems Inc | $5.6K | 0.0% | 17 |
| FSLRFirst Solar Inc | $5.6K | 0.0% | 32 |
| CTVACorteva Inc | $5.6K | 0.0% | 72 |
| TXTTextron Inc | $5.6K | 0.0% | 73 |
| MFGMizuho Financial Group Inc | $5.5K | 0.0% | 502 |
| NDAQNasdaq Inc | $5.5K | 0.0% | 60 |
| DIODDiodes Inc | $5.5K | 0.0% | 57 |
| CRMSalesforce Inc | $5.5K | 0.0% | 24 |
| AMGAffiliated Managers Group, Inc. | $5.5K | 0.0% | 15 |
| CASYCaseys General Stores Inc | $5.5K | 0.0% | 9 |
| AJGArthur J. Gallagher & Co. | $5.5K | 0.0% | 24 |
| VIRTU FINL INC CL A | $5.5K | 0.0% | 99 |
Quarter ending 2026-09-30.
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