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Downshift Financial, LLC Portfolio
$231.9M across 500 positions as of 2026-09-30, with 61% of it in the ten largest. 4 quarters on file.
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 |
|---|---|---|---|
| SCHBSchwab U.S. Broad Market ETF | $28.8M | 12.4% | 984,152 |
| SCHFSchwab International Equity ETF | $21.4M | 9.2% | 779,305 |
| VTIVanguard Total Stock Market ETF | $20M | 8.6% | 53,488 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $19.7M | 8.5% | 829,751 |
| SCHXSchwab U.S. Large-Cap ETF | $13M | 5.6% | 434,801 |
| VVVanguard Large-Cap ETF | $11M | 4.8% | 31,311 |
| VXUSVanguard Total International Stock ETF | $10.4M | 4.5% | 122,584 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $6M | 2.6% | 66,393 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $5.8M | 2.5% | 101,531 |
| IXUSiShares Core MSCI Total International Stock ETF | $5M | 2.2% | 52,781 |
| NVDANVIDIA Corp | $4.6M | 2.0% | 19,958 |
| SCHWAB STRATEGIC TR | $4.5M | 1.9% | 131,317 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $4.4M | 1.9% | 162,384 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $4.3M | 1.9% | 85,822 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $3.8M | 1.6% | 106,320 |
| NVDANVIDIA Corpput — a bet against | $3.4M | 1.5% | 15,100 |
| VOVanguard Mid-Cap ETF | $3.4M | 1.5% | 43,895 |
| VOOVanguard S&P 500 ETF | $3.3M | 1.4% | 4,737 |
| IVViShares Core S&P 500 ETF | $2.8M | 1.2% | 3,631 |
| SCHASchwab U.S. Small-Cap ETF | $2.7M | 1.1% | 81,463 |
| AAPLApple Inc | $2.5M | 1.1% | 7,383 |
| VEAVanguard FTSE Developed Markets ETF | $2.4M | 1.0% | 33,842 |
| VTVanguard Total World Stock Index ETF | $2.4M | 1.0% | 15,104 |
| EA SERIES TRUST | $2.1M | 0.9% | 35,307 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $1.8M | 0.8% | 28,926 |
| VBVanguard Small-Cap ETF | $1.7M | 0.8% | 6,121 |
| VTVVanguard Value ETF | $1.3M | 0.6% | 6,053 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.2M | 0.5% | 6,991 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $1.1M | 0.5% | 46,557 |
| VWOVanguard FTSE Emerging Markets ETF | $1.1M | 0.5% | 18,280 |
| VUGVanguard Growth ETF | $915.4K | 0.4% | 10,158 |
| VONEVANGUARD SCOTTSDALE FDS | $905.8K | 0.4% | 2,633 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $891.7K | 0.4% | 31,103 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $868.4K | 0.4% | 16,428 |
| FNDFSchwab Fundamental International Equity ETF | $737.4K | 0.3% | 13,720 |
| AAPLApple Incput — a bet against | $732.6K | 0.3% | 2,200 |
| GOOGLAlphabet Inc | $721.6K | 0.3% | 2,097 |
| VBRVanguard Small-Cap Value ETF | $719.7K | 0.3% | 3,115 |
| GOOGAlphabet Inc | $578.2K | 0.2% | 1,697 |
| MSFTMicrosoft Corp | $576.5K | 0.2% | 1,124 |
| BALLBall Corp | $519.1K | 0.2% | 9,265 |
| SCHDSchwab US Dividend Equity ETF | $514.1K | 0.2% | 15,804 |
| ESGVVanguard ESG U.S. Stock ETF | $513.6K | 0.2% | 3,790 |
| IJHiShares Core S&P Mid-Cap ETF | $509.3K | 0.2% | 7,078 |
| SCHZSchwab US Aggregate Bond ETF | $505.5K | 0.2% | 22,873 |
| SPYState Street SPDR S&P 500 ETF Trust | $492.8K | 0.2% | 646 |
| IEFAiShares Core MSCI EAFE ETF | $483.3K | 0.2% | 4,989 |
| BRK.BBerkshire Hathaway Inc | $474K | 0.2% | 952 |
| QQQInvesco QQQ Trust, Series 1 | $473.3K | 0.2% | 640 |
| METAMeta Platforms Inc | $461.9K | 0.2% | 637 |
| AMZNAmazon.com Inc | $461.4K | 0.2% | 1,852 |
| SCHWAB STRATEGIC TR | $456K | 0.2% | 16,022 |
| GOVTiShares U.S. Treasury Bond ETF | $443.7K | 0.2% | 20,290 |
| IJRiShares Core S&P Small-Cap ETF | $408.7K | 0.2% | 3,004 |
| VIGVanguard Div Appreciation ETF | $401.6K | 0.2% | 1,721 |
| EFAiShares MSCI EAFE ETF | $398K | 0.2% | 3,831 |
| TSLATesla Inc | $394.5K | 0.2% | 1,112 |
| CREDO TECHNOLOGY GROUP HOLDI | $389.6K | 0.2% | 2,000 |
| VXFVanguard Extended Market ETF | $381.7K | 0.2% | 1,648 |
| SCHPSCHWAB STRATEGIC TR | $381.2K | 0.2% | 15,169 |
| WDCWestern Digital Corp | $371.3K | 0.2% | 817 |
| VCSHVanguard Short-Term Corporate Bond ETF | $361.3K | 0.2% | 4,677 |
| TSLATesla Incput — a bet against | $354.8K | 0.2% | 1,000 |
| MUBiShares National Muni Bond ETF | $354.8K | 0.2% | 3,509 |
| IEMGiShares Core MSCI Emerging Markets ETF | $350.7K | 0.2% | 4,321 |
| IGSBISHARES TR | $347.9K | 0.2% | 6,791 |
| IWMiShares Russell 2000 Index Fund | $329.6K | 0.1% | 1,186 |
| SCHESchwab Emerging Markets Equity ETF | $316.3K | 0.1% | 8,678 |
| VANGUARD INSTL INDEX FD | $305.1K | 0.1% | 4,030 |
| PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $302.7K | 0.1% | 15,685 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $279.2K | 0.1% | 612 |
| COSTCostco Wholesale Corp | $278.8K | 0.1% | 306 |
| SCHHSchwab U.S. REIT ETF | $273K | 0.1% | 12,385 |
| VWOBVanguard Emerging Markets Government Bond ETF | $272.1K | 0.1% | 4,310 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $248.5K | 0.1% | 2,700 |
| VGTVanguard Information Tech ETF | $238.2K | 0.1% | 1,896 |
| EEMiShares MSCI Emerging Index Fund | $237.8K | 0.1% | 3,561 |
| GSGoldman Sachs Group Inc | $231.2K | 0.1% | 257 |
| ONON Semiconductor Corpcall | $230.6K | 0.1% | 3,000 |
| JPMJPMorgan Chase & Co | $227.6K | 0.1% | 688 |
| QUALiShares MSCI USA Quality Factor ETF | $219.4K | 0.1% | 987 |
| RTXRTX Corp | $215.2K | 0.1% | 1,159 |
| VSGXVanguard ESG International Stock ETF | $210.7K | 0.1% | 2,599 |
| IWBiShares Russell 1000 ETF | $208.9K | 0.1% | 502 |
| SNDKSandisk Corp | $201.8K | 0.1% | 116 |
| IVWiShares S&P 500 Growth ETF | $196.9K | 0.1% | 1,384 |
| BNDVanguard Total Bond Market ETF | $178.6K | 0.1% | 2,546 |
| VYMVanguard High Dividend Yield ETF | $178.1K | 0.1% | 1,148 |
| IBMInternational Business Machines Corp | $172.9K | 0.1% | 786 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $172.6K | 0.1% | 2,235 |
| VYMIVanguard International High Dividend Yield ETF | $166K | 0.1% | 1,641 |
| CATCaterpillar Inc | $163.8K | 0.1% | 202 |
| MGKVanguard Mega Cap Growth ETF | $161.3K | 0.1% | 1,741 |
| VOEVanguard Mid-Cap Value ETF | $159.7K | 0.1% | 817 |
| VTEBVanguard Tax-Exempt Bond ETF | $155.7K | 0.1% | 3,288 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $153.1K | 0.1% | 2,107 |
| FISVFiserv Inc | $149.5K | 0.1% | 3,309 |
| AVGOBroadcom Inc | $145.7K | 0.1% | 415 |
| TTWOTake-Two Interactive Software Inccall | $145.3K | 0.1% | 700 |
| ESGUiShares ESG Aware MSCI USA ETF | $141.3K | 0.1% | 847 |
| XLFState Street Financial Select Sector SPDR ETF | $133.1K | 0.1% | 2,493 |
| PANWPalo Alto Networks Inc | $133.1K | 0.1% | 335 |
| TMOThermo Fisher Scientific Inc | $130.8K | 0.1% | 194 |
| XLKState Street Technology Select Sector SPDR ETF | $124.1K | 0.1% | 634 |
| SCHYSchwab International Dividend Equity ETF | $120.8K | 0.1% | 3,848 |
| AORiShares Core 60/40 Balanced Allocation ETF | $120.2K | 0.1% | 1,754 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $119.5K | 0.1% | 2,634 |
| SGOViShares 0-3 Month Treasury Bond ETF | $119.1K | 0.1% | 1,182 |
| NFLXNetflix Inc | $115.4K | 0.0% | 1,659 |
| XLIState Street Industrial Select Sector SPDR ETF | $111.5K | 0.0% | 668 |
| XOMExxonmobil Holdings Corp | $107.3K | 0.0% | 659 |
| ORCLOracle Corp | $104.4K | 0.0% | 760 |
| UNHUnitedHealth Group Inc | $103.8K | 0.0% | 283 |
| IWNiShares Russell 2000 Value ETF | $102.6K | 0.0% | 490 |
| VGKVanguard FTSEEuropean ETF | $102.3K | 0.0% | 1,178 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $99.6K | 0.0% | 1,275 |
| TTWOTake-Two Interactive Software Inc | $98.8K | 0.0% | 476 |
| LMTLockheed Martin Corp | $96.8K | 0.0% | 190 |
| INTCIntel Corp | $96.5K | 0.0% | 803 |
| IBITiShares Bitcoin Trust ETF | $96.1K | 0.0% | 2,030 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $93.9K | 0.0% | 1,814 |
| VNQVanguard Real Estate ETF | $93K | 0.0% | 1,038 |
| FIDELITY ETHEREUM FD | $93K | 0.0% | 3,499 |
| LLYEli Lilly and Co | $92.6K | 0.0% | 80 |
| WMTWalmart Inc | $92K | 0.0% | 886 |
| ABBVAbbVie Inc | $91.8K | 0.0% | 351 |
| COSTCostco Wholesale Corpput — a bet against | $91K | 0.0% | 100 |
| CRWDCrowdStrike Holdings Inc | $89.5K | 0.0% | 338 |
| VPLVanguard FTSE Pacific ETF | $86.7K | 0.0% | 749 |
| IXNiShares Global Tech ETF | $84.2K | 0.0% | 568 |
| VVisa Inc | $84K | 0.0% | 234 |
| DELLDell Technologies Inc | $83.9K | 0.0% | 156 |
| IUSGiShares Core S&P U.S. Growth ETF | $83.9K | 0.0% | 433 |
| PWRQuanta Services Inc | $83.5K | 0.0% | 130 |
| SPCXSpace Exploration Technologies Corp | $83.4K | 0.0% | 553 |
| HDHome Depot Inc | $81.9K | 0.0% | 288 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $80.8K | 0.0% | 742 |
| EFGiShares MSCI EAFE Growth ETF | $76K | 0.0% | 634 |
| GEGeneral Electric Co | $75.9K | 0.0% | 243 |
| GWWWW Grainger Inc | $74.7K | 0.0% | 60 |
| IWSiShares Russell Mid-cap Value ETF | $74.5K | 0.0% | 464 |
| NEENextera Energy Inc | $73.7K | 0.0% | 973 |
| SOXXiShares Semiconductor ETF | $71.7K | 0.0% | 126 |
| DISWalt Disney Co | $71.5K | 0.0% | 682 |
| PRFInvesco FTSE RAFI US 1000 ETF | $71K | 0.0% | 1,305 |
| MAMastercard Inc | $69.6K | 0.0% | 126 |
| VPUVanguard Utilities ETF | $69.1K | 0.0% | 404 |
| VLOValero Energy Corp | $68.2K | 0.0% | 176 |
| TIPiShares TIPS Bond ETF | $66.8K | 0.0% | 642 |
| DFATDimensional U.S. Targeted Value ETF | $62.9K | 0.0% | 947 |
| CCitigroup Inc | $62.7K | 0.0% | 484 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $61.8K | 0.0% | 398 |
| CSCOCisco Systems Inc | $59.7K | 0.0% | 555 |
| AMGNAmgen Inc | $58.2K | 0.0% | 138 |
| PLTRPalantir Technologies Inc | $57.8K | 0.0% | 309 |
| SPDR SERIES TRUST | $54.9K | 0.0% | 898 |
| PEPPepsiCo Inc | $54.9K | 0.0% | 433 |
| ANETArista Networks Inc | $54.4K | 0.0% | 267 |
| PMPhilip Morris International Inc | $54K | 0.0% | 283 |
| INVESCO EXCH TRADED FD TR II | $52.9K | 0.0% | 532 |
| MRVLMarvell Technology Inc | $52.8K | 0.0% | 200 |
| MRKMerck & Co Inc | $52.6K | 0.0% | 362 |
| FTNTFortinet Inc | $52.6K | 0.0% | 294 |
| WMTWalmart Incput — a bet against | $52K | 0.0% | 500 |
| VEUVanguard FTSE All World Ex US ETF | $50.1K | 0.0% | 604 |
| CMECME Group Inc | $49.5K | 0.0% | 189 |
| PGProcter & Gamble Co | $48.6K | 0.0% | 334 |
| MUMicron Technology Inc | $47.9K | 0.0% | 45 |
| ITAiShares U.S. Aerospace & Defense ETF | $47.4K | 0.0% | 229 |
| SHOPShopify Inc | $45.8K | 0.0% | 309 |
| DSIiShares ESG MSCI KLD 400 ETF | $45.8K | 0.0% | 313 |
| SCHVSchwab U.S. Large-Cap Value ETF | $45.6K | 0.0% | 1,369 |
| AXPAmerican Express Co | $45.3K | 0.0% | 149 |
| ECHOSTAR CORPcall | $44.7K | 0.0% | 500 |
| HONHoneywell International Inc | $44.3K | 0.0% | 210 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $44K | 0.0% | 427 |
| BACBank of America Corp | $42.8K | 0.0% | 786 |
| ASML HLDG NV | $41.7K | 0.0% | 23 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $41.5K | 0.0% | 677 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $41.2K | 0.0% | 81 |
| QQQMInvesco NASDAQ 100 ETF | $41.1K | 0.0% | 135 |
| COPConocoPhillips | $40.9K | 0.0% | 327 |
| TJXTJX Companies Inc | $40.9K | 0.0% | 309 |
| INVESCO EXCHANGE TRADED FD T | $40.7K | 0.0% | 778 |
| AGGiShares Core U.S. Aggregate Bond ETF | $39.2K | 0.0% | 415 |
| EXCHANGE TRADED CONCEPTS TRU | $39.1K | 0.0% | 486 |
| DGROiShares Core Dividend Growth ETF | $38.7K | 0.0% | 513 |
| FNDXSchwab Fundamental US Large Company Index ETF | $38.4K | 0.0% | 1,221 |
| CVXChevron Corp | $38.2K | 0.0% | 187 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $37.7K | 0.0% | 306 |
| WMBWilliams Companies Inc | $36.9K | 0.0% | 543 |
| EATON CORP PLC | $34.8K | 0.0% | 81 |
| VANECK ETF TRUST | $34.5K | 0.0% | 1,817 |
| DEDeere & Co | $34.2K | 0.0% | 51 |
| WISDOMTREE TR | $34K | 0.0% | 458 |
| HONAHoneywell Aerospace Inc | $34K | 0.0% | 219 |
| IGViShares Expanded Tech-Software Sector ETF | $33K | 0.0% | 310 |
| MGVVanguard Mega Cap Value ETF | $32.5K | 0.0% | 202 |
| XLGInvesco S&P 500 Top 50 ETF | $32.4K | 0.0% | 510 |
| PSXPhillips 66 | $32.4K | 0.0% | 127 |
| NXTGFIRST TR EXCHANGE-TRADED FD | $30.8K | 0.0% | 200 |
| GLDSPDR Gold Shares | $30.5K | 0.0% | 80 |
| GEVGE Vernova Inc | $30.4K | 0.0% | 32 |
| XLCThe Communication Services Select Sector SPDR Fund | $29.7K | 0.0% | 268 |
| MCDMcDonald's Corp | $29.3K | 0.0% | 127 |
| PFEPfizer Inc | $28.9K | 0.0% | 1,015 |
| YUMYum! Brands Inc | $28.9K | 0.0% | 212 |
| AMDAdvanced Micro Devices Inc | $28.8K | 0.0% | 47 |
| SMCISuper Micro Computer Inccall | $28.7K | 0.0% | 700 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $28.4K | 0.0% | 352 |
| VONGVanguard Russell 1000 Growth ETF | $28K | 0.0% | 217 |
| MARMarriott International Inc | $27.7K | 0.0% | 78 |
| APOApollo Global Management Inc | $27.5K | 0.0% | 237 |
| AXONAxon Enterprise Inc | $27.5K | 0.0% | 65 |
| CMICummins Inc | $27.4K | 0.0% | 53 |
| GDGeneral Dynamics Corp | $27.2K | 0.0% | 82 |
| TPRTapestry Inc | $27.1K | 0.0% | 236 |
| NUENucor Corp | $27K | 0.0% | 116 |
| JNJJohnson & Johnson | $27K | 0.0% | 102 |
| UNPUnion Pacific Corp | $26.4K | 0.0% | 97 |
| CRMSalesforce Inc | $26.2K | 0.0% | 114 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $25.8K | 0.0% | 250 |
| LISTED FDS TR | $25.6K | 0.0% | 1,225 |
| LRCXLam Research Corp | $25.3K | 0.0% | 77 |
| IYFiShares U.S. Financial ETF | $25.3K | 0.0% | 201 |
| CHUBB LIMITED | $24.7K | 0.0% | 76 |
| KOCoca-Cola Co | $24.6K | 0.0% | 286 |
| GLWCorning Inc | $24.3K | 0.0% | 158 |
| MELIMercadoLibre Inc | $24.2K | 0.0% | 14 |
| VGSHVanguard Short-Term Treasury ETF | $23.8K | 0.0% | 414 |
| WELLWelltower Inc | $23.7K | 0.0% | 103 |
| MCKMcKesson Corp | $23.1K | 0.0% | 27 |
| CRMSalesforce Incput — a bet against | $23K | 0.0% | 100 |
| VOTETCW Transform 500 ETF | $22.7K | 0.0% | 252 |
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $22.1K | 0.0% | 125 |
| AMATApplied Materials Inc | $22K | 0.0% | 43 |
| HPQHP Inc | $21.7K | 0.0% | 693 |
| TGTTarget Corp | $21.5K | 0.0% | 137 |
| GHGuardant Health Inc | $21.4K | 0.0% | 120 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $20.5K | 0.0% | 296 |
| USFRWISDOMTREE TR | $20.4K | 0.0% | 405 |
| FDXFedEx Corp | $20.2K | 0.0% | 71 |
| TXNTexas Instruments Inc | $20.2K | 0.0% | 72 |
| BABoeing Co | $20.1K | 0.0% | 108 |
| EZUiShares MSCI Eurozone ETF | $19.9K | 0.0% | 296 |
| FHLCFIDELITY COVINGTON TRUST | $19.7K | 0.0% | 241 |
| NVONovo Nordisk A/S | $19K | 0.0% | 500 |
| XELXcel Energy Inc | $18.7K | 0.0% | 266 |
| PLTRPalantir Technologies Incput — a bet against | $18.7K | 0.0% | 100 |
| CVSCVS Health Corp | $18.7K | 0.0% | 218 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $18K | 0.0% | 486 |
| IXJiShares Global Healthcare ETF | $17.8K | 0.0% | 174 |
| MSMorgan Stanley | $17.7K | 0.0% | 94 |
| SDYState Street SPDR S&P Dividend ETF | $17.4K | 0.0% | 119 |
| ROYAL CARIBBEAN GROUP | $17.3K | 0.0% | 65 |
| BKNGBooking Holdings Inc | $17.3K | 0.0% | 106 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $17.3K | 0.0% | 190 |
| RBLXRoblox Corp | $17.2K | 0.0% | 407 |
| FEDERAL AGRIC MTG CORP | $17K | 0.0% | 82 |
| AEPAmerican Electric Power Company Inc | $16.8K | 0.0% | 142 |
| CARRCarrier Global Corp | $16.7K | 0.0% | 305 |
| SCZiShares MSCI EAFE Small-Cap ETF | $16.4K | 0.0% | 194 |
| KEYSKeysight Technologies Inc | $16K | 0.0% | 44 |
| SOSouthern Co | $15.9K | 0.0% | 192 |
| EUFNiShares MSCI Europe Financials ETF | $15.9K | 0.0% | 400 |
| SPDR SERIES TRUST | $15.9K | 0.0% | 30 |
| IXCiShares Global Energy ETF | $15.8K | 0.0% | 277 |
| OZKBank Ozk | $15.7K | 0.0% | 342 |
| WABWestinghouse Air Brake Technologies Corp | $15.4K | 0.0% | 54 |
| WFCWells Fargo & Co | $15K | 0.0% | 188 |
| HFXINYLI FTSE International Equity Currency Neutral ETF | $15K | 0.0% | 404 |
| PACER FDS TR | $14.8K | 0.0% | 323 |
| NYTNew York Times Co | $14.8K | 0.0% | 232 |
| OKTAOkta Inc | $14.6K | 0.0% | 70 |
| ASXASE Technology Holding Co Ltd | $14.4K | 0.0% | 323 |
| ISHARES S&P GSCI COMMODITY- | $14.2K | 0.0% | 400 |
| IDXXIDEXX Laboratories Inc | $14.1K | 0.0% | 27 |
| BLKBlackRock Inc | $13.8K | 0.0% | 13 |
| ORCLOracle Corpput — a bet against | $13.7K | 0.0% | 100 |
| GRUPO CIBEST SA | $13.6K | 0.0% | 147 |
| IWDiShares Russell 1000 Value ETF | $13.6K | 0.0% | 55 |
| STITCH FIX INC | $13.6K | 0.0% | 5,293 |
| IBKRInteractive Brokers Group Inc | $13.2K | 0.0% | 154 |
| LOWLowe's Companies Inc | $13K | 0.0% | 70 |
| ZSZscaler Inc | $13K | 0.0% | 65 |
| VIGIVanguard International Dividend Appreciation ETF | $12.9K | 0.0% | 137 |
| IAIiShares U.S. Broker-Dealers & Securities Exchanges ETF | $12.9K | 0.0% | 73 |
| NU HLDGS LTD | $12.7K | 0.0% | 1,000 |
| ECLEcolab Inc | $12.6K | 0.0% | 46 |
| CGDVCapital Group Dividend Value ETF | $12.5K | 0.0% | 256 |
| DLRDigital Realty Trust Inc | $12.5K | 0.0% | 71 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $12.1K | 0.0% | 223 |
| IEIiShares 3-7 Year Treasury Bond ETF | $11.9K | 0.0% | 105 |
| ICSHISHARES TR | $11.9K | 0.0% | 236 |
| FNDASchwab Fundamental US Small Company Index ETF | $11.9K | 0.0% | 339 |
| IWFiShares Russell 1000 Growth ETF | $11.5K | 0.0% | 92 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $11.5K | 0.0% | 388 |
| KMIKinder Morgan Inc | $11.4K | 0.0% | 377 |
| PNCPNC Financial Services Group Inc | $11.3K | 0.0% | 51 |
| BLACKROCK MUNIYIELD MICH QU | $11.2K | 0.0% | 992 |
| XYLXylem Inc | $11.1K | 0.0% | 110 |
| BANK OF NY MELLON CORP | $11K | 0.0% | 76 |
| NVENT ELEC PLC | $10.9K | 0.0% | 68 |
| ROKRockwell Automation Inc | $10.9K | 0.0% | 25 |
| EFViShares MSCI EAFE Value ETF | $10.8K | 0.0% | 137 |
| TDGTransDigm Group Inc | $10.8K | 0.0% | 10 |
| MDBMongoDB Inc | $10.8K | 0.0% | 31 |
| UBERUber Technologies Inc | $10.8K | 0.0% | 157 |
| HSBCHSBC Holdings PLC | $10.7K | 0.0% | 108 |
| PNQIInvesco Nasdaq Internet ETF | $10.7K | 0.0% | 210 |
| PXHInvesco FTSE RAFI Emerging Markets ETF | $10.6K | 0.0% | 365 |
| HLTHilton Worldwide Holdings Inc | $10.5K | 0.0% | 33 |
| DONWisdomTree U.S. MidCap Dividend Fund | $10.5K | 0.0% | 194 |
| GILDGilead Sciences, Inc | $10.4K | 0.0% | 70 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $10.3K | 0.0% | 100 |
| SPMOInvesco S&P 500 Momentum ETF | $10.3K | 0.0% | 68 |
| MSIMotorola Solutions Inc | $10.3K | 0.0% | 23 |
| AAONAaon Inc | $10.2K | 0.0% | 123 |
| RIOT PLATFORMS INCcall | $10.1K | 0.0% | 500 |
| RODMLATTICE STRATEGIES TR | $10K | 0.0% | 245 |
| TRANE TECHNOLOGIES PLC | $9.9K | 0.0% | 22 |
| SPLVInvesco S&P 500 Low Volatility ETF | $9.7K | 0.0% | 138 |
| HALHalliburton Co | $9.7K | 0.0% | 305 |
| PIMCO EQUITY SER | $9.7K | 0.0% | 234 |
| PICKiShares MSCI Global Select Metals & Mining Producers Fund | $9.7K | 0.0% | 161 |
| UALUnited Airlines Holdings Inc | $9.7K | 0.0% | 87 |
| SUSAiShares MSCI USA ESG Select ETF | $9.3K | 0.0% | 60 |
| EA SERIES TRUST | $9.2K | 0.0% | 216 |
| MDYSPDR MidCap Trust Series I | $9.2K | 0.0% | 14 |
| IFRAiShares U.S. Infrastructure ETF | $9.2K | 0.0% | 167 |
| TWLOTwilio Inc | $9.1K | 0.0% | 31 |
| BLACKBERRY LTD | $9K | 0.0% | 1,000 |
| URIUnited Rentals Inc | $9K | 0.0% | 9 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $8.9K | 0.0% | 236 |
| YUMCYum China Holdings Inc | $8.7K | 0.0% | 212 |
| HIMXHimax Technologies Inc | $8.4K | 0.0% | 600 |
| ULUnilever PLC | $8.4K | 0.0% | 139 |
| CICigna Group | $8.4K | 0.0% | 31 |
| TNLTravel + Leisure Co | $8.4K | 0.0% | 135 |
| LHLabcorp Holdings Inc | $8.3K | 0.0% | 27 |
| CPRTCopart Inc | $8.2K | 0.0% | 302 |
| AXAxos Financial Inc | $8.2K | 0.0% | 95 |
| GLDMSPDR Gold MiniShares Trust | $8.1K | 0.0% | 99 |
| MDLZMondelez International Inc | $7.9K | 0.0% | 136 |
| QQnity Electronics Inc | $7.8K | 0.0% | 62 |
| LINDE PLC | $7.6K | 0.0% | 16 |
| DALDelta Air Lines Inc | $7.5K | 0.0% | 90 |
| TIDAL TRUST II | $7.5K | 0.0% | 211 |
| ADPAutomatic Data Processing Inc | $7.2K | 0.0% | 28 |
| WMWaste Management Inc | $6.9K | 0.0% | 34 |
| TAT&T Inc | $6.9K | 0.0% | 283 |
| ASTRAZENECA PLC | $6.8K | 0.0% | 42 |
| TRVTravelers Companies Inc | $6.8K | 0.0% | 19 |
| IBNICICI Bank Ltd | $6.7K | 0.0% | 244 |
| GMGeneral Motors Co | $6.6K | 0.0% | 86 |
| WOORI FINL GROUP INC | $6.6K | 0.0% | 87 |
| AMERICAN CENTY ETF TR | $6.5K | 0.0% | 82 |
| XRTSPDR SERIES TRUST | $6.5K | 0.0% | 79 |
| PGRProgressive Corp | $6.4K | 0.0% | 31 |
| FVDFirst Trust VL Dividend | $6.3K | 0.0% | 135 |
| CIPHER DIGITAL INCcall | $6.3K | 0.0% | 400 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $6.3K | 0.0% | 151 |
| CARNIVAL CORP LTD | $6.3K | 0.0% | 255 |
| NTNXNutanix Inc | $6K | 0.0% | 85 |
| CDNSCadence Design Systems Inc | $5.9K | 0.0% | 18 |
| IWYiShares Russell Top 200 Growth ETF | $5.9K | 0.0% | 20 |
| MASMasco Corp | $5.9K | 0.0% | 87 |
| TKRTimken Co | $5.8K | 0.0% | 50 |
| BKRBaker Hughes Co | $5.8K | 0.0% | 106 |
| SANMINA CORP | $5.8K | 0.0% | 27 |
| IYTiShares Trust iShares U.S. Transportation ETF | $5.7K | 0.0% | 72 |
| HIMXHimax Technologies Inccall | $5.6K | 0.0% | 400 |
| SHWSherwin-Williams Co | $5.5K | 0.0% | 17 |
| OTISOtis Worldwide Corp | $5.5K | 0.0% | 85 |
| MOAltria Group Inc | $5.4K | 0.0% | 80 |
| SAICScience Applications International Corp | $5.4K | 0.0% | 42 |
| FIRST TR EXCH TRADED FD III | $5.3K | 0.0% | 60 |
| VIVTelefonica Brasil SA | $5.2K | 0.0% | 457 |
| ISHARES TR | $5.2K | 0.0% | 84 |
| NMRNomura Holdings Inc | $5.1K | 0.0% | 519 |
| EWJiShares MSCI Japan Index Fund | $5.1K | 0.0% | 52 |
| SOUNSoundHound AI Inc | $4.9K | 0.0% | 810 |
| IHIiShares U.S. Medical Devices ETF | $4.9K | 0.0% | 95 |
| USBUS Bancorp | $4.9K | 0.0% | 84 |
| QNTQuantinuum Inc | $4.8K | 0.0% | 100 |
| SNPSSynopsys Inc | $4.8K | 0.0% | 11 |
| CIPHER DIGITAL INC | $4.7K | 0.0% | 300 |
| IDEViShares Core MSCI International Developed Markets ETF | $4.7K | 0.0% | 53 |
| NWLNewell Brands Inc | $4.7K | 0.0% | 893 |
| AVEMAvantis Emerging Markets Equity ETF | $4.7K | 0.0% | 50 |
| NOWServiceNow Inc | $4.7K | 0.0% | 35 |
| KLACKLA Corp | $4.7K | 0.0% | 24 |
| DOVDover Corp | $4.7K | 0.0% | 25 |
| QSQuantumscape Corp | $4.6K | 0.0% | 1,000 |
| CREDICORP LTD | $4.6K | 0.0% | 12 |
| INTUIntuit Inc | $4.5K | 0.0% | 16 |
| HUBSHubSpot Inc | $4.5K | 0.0% | 22 |
| LHXL3Harris Technologies Inc | $4.5K | 0.0% | 19 |
| SCIService Corporation International | $4.3K | 0.0% | 57 |
| OCOwens Corning | $4.2K | 0.0% | 36 |
| PUKPrudential PLC | $4.2K | 0.0% | 169 |
| WCNWaste Connections, Inc | $4.2K | 0.0% | 27 |
| MCOMoody's Corp | $4.1K | 0.0% | 9 |
| TMUST-Mobile US Inc | $4.1K | 0.0% | 25 |
| EQIXEquinix Inc | $4K | 0.0% | 4 |
| MPWRMonolithic Power Systems Inc | $4K | 0.0% | 3 |
| RIOT PLATFORMS INC | $4K | 0.0% | 200 |
| IWPiShares Russell Midcap Growth ETF | $4K | 0.0% | 29 |
| NEXTPOWER INC | $3.9K | 0.0% | 50 |
| ETSYETSY Inc | $3.9K | 0.0% | 54 |
| ITWIllinois Tool Works Inc | $3.9K | 0.0% | 15 |
| FNDCSchwab Fundamental International Small Equity ETF | $3.9K | 0.0% | 77 |
| ROPRoper Technologies Inc | $3.8K | 0.0% | 11 |
| FEDEX FGHT HLDG CO INC | $3.8K | 0.0% | 35 |
| KRESPDR S&P Regional Banking ETF | $3.8K | 0.0% | 54 |
| AIGAmerican International Group Inc | $3.7K | 0.0% | 50 |
| ODFLOld Dominion Freight Line Inc | $3.7K | 0.0% | 21 |
| SEAGATE TECHNOLOGY HLDNGS PL | $3.7K | 0.0% | 4 |
| PENTAIR PLC | $3.7K | 0.0% | 69 |
| RUNNRunning Oak Efficient Growth ETF | $3.6K | 0.0% | 112 |
| FIRST TR EXCHANGE TRADED FD | $3.6K | 0.0% | 60 |
| EWBCEast West Bancorp Inc | $3.5K | 0.0% | 28 |
| BANCO BRADESCO S A | $3.4K | 0.0% | 971 |
| DDDupont De Nemours Inc | $3.4K | 0.0% | 26 |
| NXP SEMICONDUCTORS N V | $3.3K | 0.0% | 14 |
| CEGConstellation Energy Corp | $3.3K | 0.0% | 13 |
| ADIAnalog Devices Inc | $3.2K | 0.0% | 8 |
| PALMER SQUARE FUNDS TR | $3.1K | 0.0% | 152 |
| IWRiShares Russell Mid-Cap ETF | $3.1K | 0.0% | 29 |
| HWMHowmet Aerospace Inc | $3K | 0.0% | 13 |
| UNITED STS BRENT OIL FD LP | $3K | 0.0% | 50 |
| EBAYeBay Inc | $3K | 0.0% | 28 |
| ORAOrmat Technologies Inc | $2.9K | 0.0% | 32 |
| ISHARES INC | $2.9K | 0.0% | 86 |
| GVAGranite Construction Inc | $2.9K | 0.0% | 25 |
| IRMIron Mountain Inc | $2.9K | 0.0% | 26 |
| BSXBoston Scientific Corp | $2.9K | 0.0% | 66 |
| AZOAutozone Inc | $2.8K | 0.0% | 1 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $2.8K | 0.0% | 54 |
| RELXRelx PLC | $2.8K | 0.0% | 84 |
| HASIHA Sustainable Infrastructure Capital Inc | $2.7K | 0.0% | 76 |
| LNGCheniere Energy Inc | $2.7K | 0.0% | 10 |
| INVESTMENT MANAGERS SER TR I | $2.7K | 0.0% | 133 |
| BANCO DE CHILE | $2.6K | 0.0% | 66 |
| FSLRFirst Solar Inc | $2.6K | 0.0% | 15 |
| BPBP PLC | $2.6K | 0.0% | 59 |
| DASHDoorDash Inc | $2.6K | 0.0% | 14 |
| VOOGVanguard S&P 500 Growth ETF | $2.6K | 0.0% | 30 |
| LNCLincoln National Corp | $2.5K | 0.0% | 63 |
| VIOOVanguard S&P Small-Cap 600 ETF | $2.5K | 0.0% | 20 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $2.5K | 0.0% | 32 |
| AEHR TEST SYS | $2.5K | 0.0% | 25 |
| HACKETFMG Prime Cyber Security ETF | $2.4K | 0.0% | 20 |
| LG DISPLAY CO LTD | $2.4K | 0.0% | 803 |
| AERCAP HOLDINGS NV | $2.3K | 0.0% | 16 |
| NWGNatWest Group PLC | $2.1K | 0.0% | 117 |
| VRTXVertex Pharmaceuticals Inc | $2.1K | 0.0% | 4 |
| BCSBarclays PLC | $2.1K | 0.0% | 86 |
| NETCloudflare Inc | $2.1K | 0.0% | 6 |
| ABTAbbott Laboratories | $2.1K | 0.0% | 21 |
| WPCW.p. Carey Inc | $2.1K | 0.0% | 32 |
| ISHARES INC | $2K | 0.0% | 11 |
| DHRDanaher Corp | $2K | 0.0% | 9 |
| PAYXPaychex Inc | $2K | 0.0% | 20 |
| INVESCO EXCH TRD SLF IDX FD | $2K | 0.0% | 28 |
| FBNDFidelity Total Bond ETF | $1.9K | 0.0% | 45 |
| VANGUARD ADMIRAL FDS INC | $1.9K | 0.0% | 14 |
| MRSHMarsh & McLennan Companies Inc | $1.9K | 0.0% | 11 |
| UBS GROUP AG | $1.9K | 0.0% | 39 |
| COINCoinbase Global Inc | $1.9K | 0.0% | 10 |
| SCHCSchwab International Small-Cap Equity ETF | $1.8K | 0.0% | 37 |
| QCOMQualcomm Inc | $1.8K | 0.0% | 10 |
| TDYTeledyne Technologies Inc | $1.8K | 0.0% | 3 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $1.8K | 0.0% | 50 |
| FFIVF5 Inc | $1.8K | 0.0% | 4 |
| EEni SpA | $1.7K | 0.0% | 32 |
| NVSNovartis AG | $1.7K | 0.0% | 12 |
| SOLSSolstice Advanced Materials Inc | $1.7K | 0.0% | 30 |
| VRTVertiv Holdings Co | $1.7K | 0.0% | 7 |
| PTCPTC Inc | $1.7K | 0.0% | 12 |
| FIXComfort Systems USA Inc | $1.7K | 0.0% | 1 |
| NTRANatera Inc | $1.7K | 0.0% | 4 |
| MFGMizuho Financial Group Inc | $1.6K | 0.0% | 149 |
| DDOGDatadog Inc (Pre-Reincorporation) | $1.6K | 0.0% | 6 |
| MMM3M Co | $1.6K | 0.0% | 10 |
| TOTALENERGIES SE | $1.6K | 0.0% | 19 |
| MTDMettler-toledo International Inc | $1.5K | 0.0% | 1 |
| NEMNewmont Corporation | $1.5K | 0.0% | 13 |
| FANGDiamondback Energy Inc | $1.5K | 0.0% | 8 |
| POOLPool Corp | $1.5K | 0.0% | 9 |
| BANCO BRADESCO S A | $1.5K | 0.0% | 471 |
| TDToronto-Dominion Bank | $1.4K | 0.0% | 12 |
| APHAmphenol Corp | $1.3K | 0.0% | 16 |
| FCXFreeport-McMoRan Inc | $1.3K | 0.0% | 19 |
| MTBM&T Bank Corp | $1.3K | 0.0% | 6 |
| NGGNational Grid PLC | $1.3K | 0.0% | 17 |
| ORLYO'Reilly Automotive Inc | $1.3K | 0.0% | 15 |
| INGING Groep NV | $1.2K | 0.0% | 34 |
| TERTeradyne Inc | $1.2K | 0.0% | 3 |
| RBB FD INC | $1.2K | 0.0% | 15 |
Quarter ending 2026-09-30.
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