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Moisand Fitzgerald Tamayo, LLC Portfolio
$995M across 500 positions as of 2026-09-30, with 78% 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
+11.1%
-3.4% a year vs the S&P 500
3 years
+13.6%
-7.6% a year vs the S&P 500
5 years
+6.3%
-5.9% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +7.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +2.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +0.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -3.4% | +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 |
|---|---|---|---|
| DFAIDimensional International Core Equity Market ETF | $156.3M | 15.7% | 3,772,461 |
| AVLVAvantis U.S. Large Cap Value ETF | $124.3M | 12.5% | 1,374,353 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $105.3M | 10.6% | 4,412,615 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $105M | 10.6% | 4,430,741 |
| DIMENSIONAL ETF TRUST | $77M | 7.7% | 994,747 |
| AVUVAvantis U.S. Small Cap Value ETF | $75.4M | 7.6% | 639,896 |
| AVDVAvantis International Small Cap Value ETF | $43.8M | 4.4% | 400,502 |
| AMERICAN CENTY ETF TR | $36M | 3.6% | 471,184 |
| DIMENSIONAL ETF TRUST | $28.6M | 2.9% | 519,604 |
| DFAEDimensional Emerging Core Equity Market ETF | $23.8M | 2.4% | 604,724 |
| IVViShares Core S&P 500 ETF | $16.5M | 1.7% | 21,587 |
| VOOVanguard S&P 500 ETF | $14M | 1.4% | 19,974 |
| DFATDimensional U.S. Targeted Value ETF | $12.1M | 1.2% | 182,458 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $10.4M | 1.0% | 281,788 |
| SCHWAB STRATEGIC TR | $8.7M | 0.9% | 256,510 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $7.5M | 0.7% | 62,964 |
| DFIVDimensional International Value ETF | $7M | 0.7% | 125,775 |
| VTIVanguard Total Stock Market ETF | $6.4M | 0.6% | 17,003 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $6.2M | 0.6% | 69,477 |
| IWBiShares Russell 1000 ETF | $5.3M | 0.5% | 12,620 |
| DIMENSIONAL ETF TRUST | $4.8M | 0.5% | 127,871 |
| AVDEAvantis International Equity ETF | $4.4M | 0.4% | 49,007 |
| VTVVanguard Value ETF | $4.2M | 0.4% | 19,642 |
| VOVanguard Mid-Cap ETF | $3.9M | 0.4% | 50,203 |
| DIMENSIONAL ETF TRUST | $3.9M | 0.4% | 47,111 |
| AAPLApple Inc | $3.7M | 0.4% | 11,126 |
| SCHHSchwab U.S. REIT ETF | $3.6M | 0.4% | 164,686 |
| NVDANVIDIA Corp | $3.6M | 0.4% | 15,726 |
| SCHFSchwab International Equity ETF | $3M | 0.3% | 110,458 |
| LRCXLam Research Corp | $3M | 0.3% | 9,159 |
| VEUVanguard FTSE All World Ex US ETF | $2.9M | 0.3% | 34,917 |
| MSFTMicrosoft Corp | $2.7M | 0.3% | 5,321 |
| VBVanguard Small-Cap ETF | $2.5M | 0.2% | 8,698 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $2.4M | 0.2% | 38,669 |
| ISHARES TR | $2.4M | 0.2% | 5,500 |
| SCHXSchwab U.S. Large-Cap ETF | $2.4M | 0.2% | 78,359 |
| SCHASchwab U.S. Small-Cap ETF | $2.2M | 0.2% | 67,919 |
| SCHVSchwab U.S. Large-Cap Value ETF | $2M | 0.2% | 58,679 |
| AVSCAvantis U.S Small Cap Equity ETF | $1.8M | 0.2% | 26,570 |
| BSVVanguard Short-Term Bond ETF | $1.8M | 0.2% | 23,630 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $1.8M | 0.2% | 41,433 |
| ISHARES TR | $1.6M | 0.2% | 8,883 |
| IVEiShares S&P 500 Value ETF | $1.6M | 0.2% | 6,803 |
| XOMExxonmobil Holdings Corp | $1.4M | 0.1% | 8,843 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.4M | 0.1% | 1,821 |
| BIVVanguard Intermediate-Term Bond ETF | $1.4M | 0.1% | 18,967 |
| SPDR SERIES TRUST | $1.3M | 0.1% | 12,524 |
| VBRVanguard Small-Cap Value ETF | $1.2M | 0.1% | 5,150 |
| JNJJohnson & Johnson | $1.2M | 0.1% | 4,485 |
| LHXL3Harris Technologies Inc | $1.2M | 0.1% | 4,955 |
| DEDeere & Co | $1.1M | 0.1% | 1,695 |
| IWMiShares Russell 2000 Index Fund | $1.1M | 0.1% | 4,070 |
| VVVanguard Large-Cap ETF | $1.1M | 0.1% | 3,093 |
| IJRiShares Core S&P Small-Cap ETF | $1M | 0.1% | 7,665 |
| VLOValero Energy Corp | $980K | 0.1% | 2,528 |
| ISHARES TR | $891K | 0.1% | 14,469 |
| IJHiShares Core S&P Mid-Cap ETF | $875.3K | 0.1% | 12,165 |
| SCHCSchwab International Small-Cap Equity ETF | $874.2K | 0.1% | 17,575 |
| SGOViShares 0-3 Month Treasury Bond ETF | $852.7K | 0.1% | 8,469 |
| EFAiShares MSCI EAFE ETF | $821.3K | 0.1% | 7,905 |
| DIMENSIONAL ETF TRUST | $757K | 0.1% | 17,854 |
| AXPAmerican Express Co | $754.8K | 0.1% | 2,482 |
| WWDWoodward Inc | $751.2K | 0.1% | 2,286 |
| TXNTexas Instruments Inc | $721.8K | 0.1% | 2,577 |
| KOCoca-Cola Co | $717.7K | 0.1% | 8,338 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $703.6K | 0.1% | 15,830 |
| VNQVanguard Real Estate ETF | $702K | 0.1% | 7,832 |
| HLTHilton Worldwide Holdings Inc | $675.1K | 0.1% | 2,122 |
| BRK.BBerkshire Hathaway Inc | $647.3K | 0.1% | 1,300 |
| FFLCFidelity Fundamental Large Cap Core ETF | $641.5K | 0.1% | 10,862 |
| TSLATesla Inc | $591.1K | 0.1% | 1,666 |
| SCZiShares MSCI EAFE Small-Cap ETF | $589.4K | 0.1% | 6,981 |
| AMERICAN CENTY ETF TR | $577.7K | 0.1% | 7,255 |
| TFCTruist Financial Corp | $556.9K | 0.1% | 12,028 |
| PANWPalo Alto Networks Inc | $538.8K | 0.1% | 1,356 |
| ORCLOracle Corp | $502.2K | 0.1% | 3,658 |
| IVWiShares S&P 500 Growth ETF | $501.3K | 0.1% | 3,524 |
| WECWEC Energy Group Inc | $493.1K | 0.0% | 4,893 |
| DISWalt Disney Co | $478.1K | 0.0% | 4,558 |
| NEENextera Energy Inc | $432.4K | 0.0% | 5,709 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $426.5K | 0.0% | 2,747 |
| WMTWalmart Inc | $423.7K | 0.0% | 4,077 |
| TJXTJX Companies Inc | $418K | 0.0% | 3,159 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $417K | 0.0% | 8,306 |
| ROYAL CARIBBEAN GROUP | $413.9K | 0.0% | 1,557 |
| SPCXSpace Exploration Technologies Corp | $390.1K | 0.0% | 2,586 |
| AVEMAvantis Emerging Markets Equity ETF | $389.2K | 0.0% | 4,140 |
| CRH PLC | $380.1K | 0.0% | 4,590 |
| SPDR SERIES TRUST | $379.2K | 0.0% | 3,615 |
| IWNiShares Russell 2000 Value ETF | $368K | 0.0% | 1,757 |
| LLYEli Lilly and Co | $366.5K | 0.0% | 317 |
| SCCOSouthern Copper Corp | $365.2K | 0.0% | 1,802 |
| QQQInvesco QQQ Trust, Series 1 | $359.9K | 0.0% | 486 |
| GOOGLAlphabet Inc | $351.9K | 0.0% | 1,023 |
| VBKVanguard Small-Cap Growth ETF | $336.5K | 0.0% | 996 |
| AVUSAvantis U.S. Equity ETF | $335.9K | 0.0% | 2,622 |
| VEAVanguard FTSE Developed Markets ETF | $333.3K | 0.0% | 4,720 |
| AMZNAmazon.com Inc | $331.4K | 0.0% | 1,330 |
| NOCNorthrop Grumman Corp | $326.3K | 0.0% | 675 |
| BITBBITWISE BITCOIN ETF TR | $321.7K | 0.0% | 7,093 |
| QCOMQualcomm Inc | $315.4K | 0.0% | 1,714 |
| AMDAdvanced Micro Devices Inc | $308.9K | 0.0% | 505 |
| PNCPNC Financial Services Group Inc | $306.1K | 0.0% | 1,377 |
| JPMJPMorgan Chase & Co | $301.1K | 0.0% | 910 |
| GOOGAlphabet Inc | $297.9K | 0.0% | 874 |
| JBLJabil Inc | $295.8K | 0.0% | 1,031 |
| HDHome Depot Inc | $287.8K | 0.0% | 1,012 |
| SBUXStarbucks Corp | $286.2K | 0.0% | 3,046 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $279.2K | 0.0% | 549 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $272.3K | 0.0% | 1,638 |
| COPConocoPhillips | $262.2K | 0.0% | 2,095 |
| EA SERIES TRUST | $259.4K | 0.0% | 4,445 |
| OEFiShares S&P 100 Fund | $258.3K | 0.0% | 676 |
| CVXChevron Corp | $257.5K | 0.0% | 1,261 |
| TAT&T Inc | $254.7K | 0.0% | 10,440 |
| VGTVanguard Information Tech ETF | $251.3K | 0.0% | 2,000 |
| DVYISHARES TR | $228.1K | 0.0% | 1,500 |
| PFEPfizer Inc | $225.3K | 0.0% | 7,901 |
| IONSIonis Pharmaceuticals Inc | $223.3K | 0.0% | 5,000 |
| EFViShares MSCI EAFE Value ETF | $218.4K | 0.0% | 2,760 |
| SSBSouthState Bank Corp | $216.4K | 0.0% | 2,174 |
| ETHAiShares Ethereum Trust ETF | $215.8K | 0.0% | 10,724 |
| VIGVanguard Div Appreciation ETF | $213K | 0.0% | 913 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $209K | 0.0% | 3,953 |
| METAMeta Platforms Inc | $203.5K | 0.0% | 281 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $200K | 0.0% | 2,753 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $196.3K | 0.0% | 7,195 |
| XLKState Street Technology Select Sector SPDR ETF | $194.2K | 0.0% | 992 |
| IWDiShares Russell 1000 Value ETF | $189.2K | 0.0% | 763 |
| SPDR SERIES TRUST | $186.6K | 0.0% | 3,052 |
| WISDOMTREE TR | $184.6K | 0.0% | 1,899 |
| MCDMcDonald's Corp | $184.3K | 0.0% | 798 |
| FTECFIDELITY COVINGTON TRUST | $182.7K | 0.0% | 609 |
| GEVGE Vernova Inc | $180.6K | 0.0% | 190 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $178.5K | 0.0% | 4,969 |
| ACCENTURE PLC IRELAND | $175.5K | 0.0% | 957 |
| CATCaterpillar Inc | $169.5K | 0.0% | 209 |
| VZVerizon Communications Inc | $162.2K | 0.0% | 3,537 |
| XLUState Street Utilities Select Sector SPDR ETF | $153.4K | 0.0% | 3,890 |
| PGProcter & Gamble Co | $150.4K | 0.0% | 1,035 |
| RTXRTX Corp | $145.7K | 0.0% | 785 |
| DRIDarden Restaurants Inc | $141.1K | 0.0% | 730 |
| UCBUnited Community Banks Inc | $135.5K | 0.0% | 4,064 |
| AVGOBroadcom Inc | $133.5K | 0.0% | 380 |
| SCHBSchwab U.S. Broad Market ETF | $133K | 0.0% | 4,539 |
| CSCOCisco Systems Inc | $129.9K | 0.0% | 1,207 |
| UNHUnitedHealth Group Inc | $129.2K | 0.0% | 352 |
| UNPUnion Pacific Corp | $127.4K | 0.0% | 468 |
| EFGiShares MSCI EAFE Growth ETF | $127K | 0.0% | 1,060 |
| NOWServiceNow Inc | $126.9K | 0.0% | 947 |
| COSTCostco Wholesale Corp | $126K | 0.0% | 138 |
| VWOVanguard FTSE Emerging Markets ETF | $123.8K | 0.0% | 2,087 |
| IBMInternational Business Machines Corp | $121.3K | 0.0% | 551 |
| ABBVAbbVie Inc | $118.5K | 0.0% | 453 |
| SBSISouthside Bancshares Inc | $114.5K | 0.0% | 3,807 |
| ISHARES TR | $113.5K | 0.0% | 1,805 |
| FASDIREXION SHARES ETF TRUST | $112.4K | 0.0% | 800 |
| VRTXVertex Pharmaceuticals Inc | $111.9K | 0.0% | 214 |
| MUBiShares National Muni Bond ETF | $108.2K | 0.0% | 1,070 |
| IJSiShares S&P SmallCap 600 Value ETF | $106.9K | 0.0% | 834 |
| EPDEnterprise Products Partners L.P | $106.2K | 0.0% | 2,981 |
| LINDE PLC | $105.8K | 0.0% | 223 |
| NSCNorfolk Southern Corp | $102.6K | 0.0% | 332 |
| ANETArista Networks Inc | $98.9K | 0.0% | 486 |
| PSXPhillips 66 | $98.3K | 0.0% | 385 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $97.3K | 0.0% | 1,207 |
| FIRST COMWLTH FINL CORP PA | $94.9K | 0.0% | 4,692 |
| MSMorgan Stanley | $92.3K | 0.0% | 491 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $92.1K | 0.0% | 2,430 |
| GEGeneral Electric Co | $91.8K | 0.0% | 294 |
| VXUSVanguard Total International Stock ETF | $91.8K | 0.0% | 1,080 |
| GSGoldman Sachs Group Inc | $90K | 0.0% | 100 |
| BACBank of America Corp | $88.4K | 0.0% | 1,625 |
| SPDR INDEX SHS FDS | $87K | 0.0% | 1,910 |
| DUKDuke Energy Corp | $87K | 0.0% | 763 |
| IEFAiShares Core MSCI EAFE ETF | $83.8K | 0.0% | 865 |
| IDEViShares Core MSCI International Developed Markets ETF | $83K | 0.0% | 928 |
| HDViShares Core High Dividend ETF | $82.6K | 0.0% | 2,955 |
| CSXCSX Corp | $81.3K | 0.0% | 1,749 |
| QQQMInvesco NASDAQ 100 ETF | $81K | 0.0% | 266 |
| TRANE TECHNOLOGIES PLC | $80.4K | 0.0% | 178 |
| ISHARES TR | $79.9K | 0.0% | 900 |
| NUVEEN SELECT TAX-FREE INCOM | $79.4K | 0.0% | 5,914 |
| IEMGiShares Core MSCI Emerging Markets ETF | $78.5K | 0.0% | 967 |
| WFCWells Fargo & Co | $78.2K | 0.0% | 977 |
| WBDWarner Bros Discovery Inc | $78.1K | 0.0% | 2,523 |
| ISHARES TR | $76.4K | 0.0% | 2,215 |
| SCHWAB STRATEGIC TR | $75.3K | 0.0% | 747 |
| AMERICAN CENTY ETF TR | $74.4K | 0.0% | 757 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $72.7K | 0.0% | 774 |
| NORTHERN LTS FD TR IV | $71.6K | 0.0% | 1,000 |
| NFLXNetflix Inc | $70.8K | 0.0% | 1,018 |
| PLTRPalantir Technologies Inc | $69.6K | 0.0% | 372 |
| MDLZMondelez International Inc | $67.6K | 0.0% | 1,169 |
| MSTRStrategy Inc | $67.5K | 0.0% | 441 |
| EATON CORP PLC | $67.5K | 0.0% | 157 |
| DSIiShares ESG MSCI KLD 400 ETF | $67.4K | 0.0% | 461 |
| LMTLockheed Martin Corp | $66.2K | 0.0% | 130 |
| XBIState Street SPDR S&P Biotech ETF | $63.1K | 0.0% | 400 |
| PEPPepsiCo Inc | $62.7K | 0.0% | 495 |
| PRUPrudential Financial Inc | $60.5K | 0.0% | 533 |
| MRKMerck & Co Inc | $60.4K | 0.0% | 416 |
| VVisa Inc | $58.9K | 0.0% | 164 |
| BABAAlibaba Group Holding Ltd | $58.6K | 0.0% | 545 |
| AFLAflac Inc | $58.4K | 0.0% | 522 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $57.5K | 0.0% | 126 |
| CRWVCoreWeave Inc | $57.1K | 0.0% | 655 |
| PAYXPaychex Inc | $56.1K | 0.0% | 570 |
| IUSViShares Core S&P U.S. Value ETF | $55.7K | 0.0% | 505 |
| DFAUDimensional US Core Equity Market ETF | $55.5K | 0.0% | 1,060 |
| IUSGiShares Core S&P U.S. Growth ETF | $55K | 0.0% | 284 |
| XLCThe Communication Services Select Sector SPDR Fund | $54.9K | 0.0% | 495 |
| STRATEGY INC | $54.5K | 0.0% | 735 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $54.1K | 0.0% | 497 |
| MUMicron Technology Inc | $52.2K | 0.0% | 49 |
| IXUSiShares Core MSCI Total International Stock ETF | $52K | 0.0% | 547 |
| NORWEGIAN CRUISE LINE HLDGS | $51.9K | 0.0% | 3,542 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $51.5K | 0.0% | 355 |
| VHTVanguard Health Care ETF | $50.6K | 0.0% | 160 |
| FULH.B. Fuller Company | $49.5K | 0.0% | 1,000 |
| DHRDanaher Corp | $49.2K | 0.0% | 222 |
| SYYSysco Corp | $48.4K | 0.0% | 621 |
| CGGRCapital Group Growth ETF | $47.4K | 0.0% | 1,000 |
| VYMVanguard High Dividend Yield ETF | $46.6K | 0.0% | 300 |
| VTVanguard Total World Stock Index ETF | $46.1K | 0.0% | 292 |
| S & T BANCORP INC | $46K | 0.0% | 950 |
| VONVVanguard Russell 1000 Value ETF | $45.7K | 0.0% | 421 |
| JJacobs Solutions Inc | $45.5K | 0.0% | 336 |
| FDLFirst Trust Morningstar ETF | $45.4K | 0.0% | 925 |
| WMWaste Management Inc | $44.7K | 0.0% | 219 |
| IWRiShares Russell Mid-Cap ETF | $44.6K | 0.0% | 418 |
| VOOGVanguard S&P 500 Growth ETF | $44.1K | 0.0% | 516 |
| PMPhilip Morris International Inc | $42.4K | 0.0% | 222 |
| EVRGEvergy Inc | $41.9K | 0.0% | 534 |
| FNDXSchwab Fundamental US Large Company Index ETF | $41.2K | 0.0% | 1,308 |
| RJFRaymond James Financial Inc | $40.8K | 0.0% | 258 |
| VUGVanguard Growth ETF | $40.3K | 0.0% | 447 |
| HOODRobinhood Markets Inc | $37.8K | 0.0% | 336 |
| QQnity Electronics Inc | $36.7K | 0.0% | 292 |
| TMOThermo Fisher Scientific Inc | $36.5K | 0.0% | 54 |
| PXFInvesco RAFI Developed Markets ex-U.S. ETF | $36.4K | 0.0% | 477 |
| PGRProgressive Corp | $36.3K | 0.0% | 175 |
| INTCIntel Corp | $35.3K | 0.0% | 294 |
| DALDelta Air Lines Inc | $35.3K | 0.0% | 423 |
| ITWIllinois Tool Works Inc | $34.7K | 0.0% | 135 |
| TMUST-Mobile US Inc | $34.6K | 0.0% | 212 |
| NEUBERGER MUN FD INC | $34K | 0.0% | 3,736 |
| FCXFreeport-McMoRan Inc | $33K | 0.0% | 472 |
| LITELumentum Holdings Inc | $33K | 0.0% | 34 |
| EMREmerson Electric Co | $32.7K | 0.0% | 211 |
| XLEState Street Energy Select Sector SPDR ETF | $32K | 0.0% | 520 |
| EMEEMCOR Group Inc | $31.7K | 0.0% | 42 |
| BPBP PLC | $31.1K | 0.0% | 708 |
| MRSHMarsh & McLennan Companies Inc | $31.1K | 0.0% | 182 |
| METMetLife Inc | $31K | 0.0% | 329 |
| PFFiShares Preferred and Income Securities ETF | $30.9K | 0.0% | 1,046 |
| CARNIVAL CORP LTD | $29.4K | 0.0% | 1,200 |
| RSGRepublic Services Inc | $29.2K | 0.0% | 139 |
| MTBM&T Bank Corp | $28.7K | 0.0% | 132 |
| VANECK ETHEREUM TR | $28.6K | 0.0% | 734 |
| MGCVanguard Mega Cap ETF | $28.2K | 0.0% | 100 |
| ICEIntercontinental Exchange Inc | $28.1K | 0.0% | 185 |
| COFCapital One Financial Corp | $28K | 0.0% | 145 |
| ASML HLDG NV | $27.2K | 0.0% | 15 |
| VRSNVeriSign, Inc | $27.1K | 0.0% | 96 |
| VLYValley National Bancorp | $26.7K | 0.0% | 2,115 |
| EXCExelon Corp | $26.5K | 0.0% | 656 |
| WELLWelltower Inc | $26K | 0.0% | 113 |
| SYKStryker Corp | $25.9K | 0.0% | 94 |
| PIMCO DYNAMIC INCOME FD | $25.8K | 0.0% | 1,840 |
| SCHDSchwab US Dividend Equity ETF | $25.8K | 0.0% | 792 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $25.6K | 0.0% | 892 |
| BLKBlackRock Inc | $25.4K | 0.0% | 24 |
| MCKMcKesson Corp | $24.8K | 0.0% | 29 |
| CLXClorox Co | $24.5K | 0.0% | 303 |
| SMHVanEck Semiconductor ETF | $24.4K | 0.0% | 40 |
| FHNFirst Horizon Corp | $24.4K | 0.0% | 1,058 |
| PRFInvesco FTSE RAFI US 1000 ETF | $24.2K | 0.0% | 445 |
| MCOMoody's Corp | $23.6K | 0.0% | 52 |
| PLDPrologis Inc | $23.4K | 0.0% | 180 |
| EVEREST GROUP LTD | $23.4K | 0.0% | 64 |
| GLWCorning Inc | $22.9K | 0.0% | 149 |
| NVDANVIDIA Corpcall | $22.8K | 0.0% | 100 |
| NDAQNasdaq Inc | $22.7K | 0.0% | 247 |
| ADPAutomatic Data Processing Inc | $22.7K | 0.0% | 88 |
| LUVSouthwest Airlines Co | $22.2K | 0.0% | 532 |
| CARRCarrier Global Corp | $22.1K | 0.0% | 403 |
| AESAES Corp | $22.1K | 0.0% | 1,483 |
| USMViShares MSCI USA Min Vol Factor ETF | $21.9K | 0.0% | 225 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $21.9K | 0.0% | 280 |
| SPGPINVESCO EXCHANGE TRADED FD T | $21.4K | 0.0% | 180 |
| DJTTrump Media & Technology Group Corp | $21.2K | 0.0% | 2,338 |
| DVNDevon Energy Corp | $21K | 0.0% | 456 |
| BIDUBaidu Inc | $20.8K | 0.0% | 240 |
| DDDupont De Nemours Inc | $20.3K | 0.0% | 156 |
| UBERUber Technologies Inc | $20.2K | 0.0% | 295 |
| HIIHuntington Ingalls Industries Inc | $20K | 0.0% | 75 |
| SSR MINING IN | $20K | 0.0% | 600 |
| JEFJefferies Financial Group Inc | $19.8K | 0.0% | 433 |
| GILDGilead Sciences, Inc | $19.7K | 0.0% | 132 |
| ARKKARK Innovation ETF | $19.6K | 0.0% | 220 |
| SOSouthern Co | $19.4K | 0.0% | 234 |
| JPSTJPMorgan Ultra-Short Income ETF | $19.1K | 0.0% | 380 |
| FITBFifth Third Bancorp | $19.1K | 0.0% | 377 |
| ELVElevance Health Inc | $19.1K | 0.0% | 49 |
| EWJiShares MSCI Japan Index Fund | $18.9K | 0.0% | 194 |
| PHMPultegroup Inc | $18.8K | 0.0% | 162 |
| APDAir Products and Chemicals Inc | $18.4K | 0.0% | 66 |
| ALPS ETF TR | $18.3K | 0.0% | 500 |
| RPVInvesco S&P 500 Pure Value ETF | $18.2K | 0.0% | 159 |
| CICigna Group | $18.2K | 0.0% | 67 |
| FNDFSchwab Fundamental International Equity ETF | $17.6K | 0.0% | 327 |
| COHRCoherent Corp | $17.6K | 0.0% | 61 |
| ISHARES TR | $17.4K | 0.0% | 800 |
| HONHoneywell International Inc | $17.3K | 0.0% | 82 |
| APHAmphenol Corp | $17.2K | 0.0% | 204 |
| EQIXEquinix Inc | $17.2K | 0.0% | 17 |
| WMBWilliams Companies Inc | $17.2K | 0.0% | 253 |
| IBITiShares Bitcoin Trust ETF | $17.2K | 0.0% | 363 |
| ISHARES STAKED ETHEREUM TR E | $17.1K | 0.0% | 499 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $17K | 0.0% | 405 |
| PYPLPayPal Holdings Inc | $16.9K | 0.0% | 322 |
| VTEBVanguard Tax-Exempt Bond ETF | $16.9K | 0.0% | 357 |
| INTUIntuit Inc | $16.5K | 0.0% | 60 |
| AMERICAN CENTY ETF TR | $16.5K | 0.0% | 195 |
| ILMNIllumina Inc | $16.4K | 0.0% | 60 |
| GISGeneral Mills Inc | $16.3K | 0.0% | 507 |
| CHUBB LIMITED | $16.3K | 0.0% | 50 |
| LOWLowe's Companies Inc | $16K | 0.0% | 87 |
| EEMiShares MSCI Emerging Index Fund | $16K | 0.0% | 240 |
| XLFState Street Financial Select Sector SPDR ETF | $16K | 0.0% | 300 |
| CTO RLTY GROWTH INC NEW | $15.9K | 0.0% | 775 |
| SJMJ.M. Smucker Co | $15.8K | 0.0% | 133 |
| SPHQInvesco S&P 500 Quality ETF | $15.8K | 0.0% | 188 |
| TIPiShares TIPS Bond ETF | $15.7K | 0.0% | 151 |
| FRANKLIN XRP TRUST | $15.6K | 0.0% | 964 |
| MAMastercard Inc | $15.4K | 0.0% | 28 |
| CAHCardinal Health Inc | $15.4K | 0.0% | 69 |
| GLOBAL NET LEASE INC | $15.3K | 0.0% | 1,853 |
| CMCSAComcast Corp | $15.2K | 0.0% | 700 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $14.8K | 0.0% | 161 |
| CGNXCognex Corp | $14.7K | 0.0% | 243 |
| KRGKite Realty Group Trust | $14.7K | 0.0% | 602 |
| SDYState Street SPDR S&P Dividend ETF | $14.6K | 0.0% | 100 |
| SPGIS&P Global Inc | $14.6K | 0.0% | 37 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $14.4K | 0.0% | 532 |
| VIKING HOLDINGS LTD | $14.3K | 0.0% | 182 |
| COINCoinbase Global Inc | $14K | 0.0% | 75 |
| LWLamb Weston Holdings Inc | $13.9K | 0.0% | 333 |
| ISHARES TR | $13.8K | 0.0% | 306 |
| CENOVUS ENERGY INC | $13.7K | 0.0% | 441 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $13.4K | 0.0% | 328 |
| BDXBecton Dickinson and Co | $13.4K | 0.0% | 75 |
| MLPXGlobal X MLP & Energy Infrastructure ETF | $13.4K | 0.0% | 192 |
| HONAHoneywell Aerospace Inc | $13.3K | 0.0% | 86 |
| XLVState Street Health Care Select Sector SPDR ETF | $13.3K | 0.0% | 79 |
| ATI INC | $13.3K | 0.0% | 70 |
| ISHARES TR | $13.2K | 0.0% | 147 |
| FVFirst Trust Dorsey Wright Focus 5 ETF | $13.2K | 0.0% | 180 |
| INVESCO EXCHANGE TRADED FD T | $13.1K | 0.0% | 250 |
| OCEANEERING INTL INC | $13K | 0.0% | 299 |
| CORCencora Inc | $12.9K | 0.0% | 43 |
| IJTiShares S&P SmallCap 600 Growth ETF | $12.8K | 0.0% | 80 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $12.8K | 0.0% | 139 |
| IRMIron Mountain Inc | $12.5K | 0.0% | 113 |
| IYZiShares U.S. Telecommunications ETF | $12.4K | 0.0% | 300 |
| PFGPrincipal Financial Group Inc | $12.3K | 0.0% | 110 |
| GDGeneral Dynamics Corp | $12.3K | 0.0% | 37 |
| BKNGBooking Holdings Inc | $12.2K | 0.0% | 75 |
| FIRST TR EXCHANGE-TRADED FD | $12.2K | 0.0% | 635 |
| KRKroger Co | $12.1K | 0.0% | 207 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $12.1K | 0.0% | 434 |
| BABoeing Co | $12.1K | 0.0% | 65 |
| XYLXylem Inc | $12K | 0.0% | 118 |
| FIDELITY COVINGTON TRUST | $11.8K | 0.0% | 286 |
| DBX ETF TR | $11.8K | 0.0% | 221 |
| ISHARES INC | $11.6K | 0.0% | 281 |
| CLColgate-Palmolive Co | $11.6K | 0.0% | 136 |
| CNPCenterPoint Energy Inc | $11.6K | 0.0% | 315 |
| DXP ENTERPRISES INC | $11.4K | 0.0% | 63 |
| EA SERIES TRUST | $11.4K | 0.0% | 707 |
| PEGPublic Service Enterprise Group Inc | $11.3K | 0.0% | 168 |
| FICOFair Isaac Corp | $11.3K | 0.0% | 19 |
| JEPIJPMorgan Equity Premium Income ETF | $11.2K | 0.0% | 200 |
| NVENT ELEC PLC | $11.2K | 0.0% | 70 |
| HBANHuntington Bancshares Inc | $11.2K | 0.0% | 731 |
| RQICohen & Steers Quality Income Realty Fund Inc | $10.9K | 0.0% | 1,000 |
| OMCOmnicom Group Inc | $10.9K | 0.0% | 148 |
| TOTALENERGIES SE | $10.9K | 0.0% | 127 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $10.7K | 0.0% | 78 |
| AMLPAlerian MLP ETF | $10.7K | 0.0% | 206 |
| AEPAmerican Electric Power Company Inc | $10.6K | 0.0% | 89 |
| TOLToll Brothers Inc | $10.5K | 0.0% | 78 |
| WSMWilliams-Sonoma Inc | $10.5K | 0.0% | 46 |
| VXFVanguard Extended Market ETF | $10.4K | 0.0% | 45 |
| FIRST TR EXCHANGE-TRADED FD | $10.3K | 0.0% | 110 |
| ALLAllstate Corp | $10.2K | 0.0% | 46 |
| KIMKimco Realty Corp | $10.2K | 0.0% | 459 |
| BMNRBitmine Immersion Technologies Inc | $10.2K | 0.0% | 385 |
| VOEVanguard Mid-Cap Value ETF | $10.2K | 0.0% | 52 |
| HOGHarley-Davidson Inc | $10.1K | 0.0% | 415 |
| FNDCSchwab Fundamental International Small Equity ETF | $10.1K | 0.0% | 203 |
| ITAiShares U.S. Aerospace & Defense ETF | $9.9K | 0.0% | 48 |
| HIGHartford Insurance Group Inc | $9.9K | 0.0% | 81 |
| HALHalliburton Co | $9.8K | 0.0% | 308 |
| EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $9.6K | 0.0% | 130 |
| ARMArm Holdings PLC | $9.6K | 0.0% | 33 |
| PDNInvesco RAFI Developed Markets ex-U.S. Small-Mid ETF | $9.5K | 0.0% | 206 |
| CTASCintas Corp | $9.4K | 0.0% | 48 |
| ARWArrow Electronics Inc | $9.3K | 0.0% | 41 |
| MARMarriott International Inc | $9.2K | 0.0% | 26 |
| FASTFastenal Co | $9.1K | 0.0% | 184 |
| ISHARES INC | $9K | 0.0% | 211 |
| ISHARES INC | $9K | 0.0% | 317 |
| EWCiShares MSCI Canada Index Fund | $8.9K | 0.0% | 152 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $8.8K | 0.0% | 97 |
| ROKRockwell Automation Inc | $8.7K | 0.0% | 20 |
| EWLiShares MSCI Switzerland ETF | $8.6K | 0.0% | 145 |
| CNOCNO Financial Group Inc | $8.5K | 0.0% | 160 |
| QUANTUM COMPUTING INC | $8.5K | 0.0% | 1,000 |
| IWSiShares Russell Mid-cap Value ETF | $8.4K | 0.0% | 52 |
| SAPSAP SE | $8.3K | 0.0% | 40 |
| BYLDiShares Yield Optimized Bond ETF | $8.3K | 0.0% | 386 |
| PIMCO CORPORATE & INCOME OPP | $8.2K | 0.0% | 745 |
| BOWMAN CONSULTING GROUP LTD | $8.1K | 0.0% | 190 |
| MPWRMonolithic Power Systems Inc | $8.1K | 0.0% | 6 |
| SPDR INDEX SHS FDS | $8.1K | 0.0% | 318 |
| AMGAffiliated Managers Group, Inc. | $8K | 0.0% | 22 |
| FCPTFour Corners Property Trust Inc | $7.9K | 0.0% | 365 |
| JBHTJ B Hunt Transport Services Inc | $7.8K | 0.0% | 35 |
| WINGWingstop Inc. - Common Stock | $7.8K | 0.0% | 74 |
| TDToronto-Dominion Bank | $7.8K | 0.0% | 66 |
| SLBSLB NV | $7.7K | 0.0% | 159 |
| CDNSCadence Design Systems Inc | $7.6K | 0.0% | 23 |
| EBSEmergent BioSolutions Inc | $7.5K | 0.0% | 1,136 |
| BMYBristol-Myers Squibb Co | $7.4K | 0.0% | 119 |
| ORealty Income Corp | $7.4K | 0.0% | 136 |
| CASYCaseys General Stores Inc | $7.3K | 0.0% | 12 |
| SMCISuper Micro Computer Inc | $7.2K | 0.0% | 175 |
| CMECME Group Inc | $7.1K | 0.0% | 27 |
| ADMArcher-Daniels-Midland Co | $7.1K | 0.0% | 89 |
| TWLOTwilio Inc | $7K | 0.0% | 24 |
| UNIVERSAL INS HLDGS INC | $7K | 0.0% | 166 |
| SCHESchwab Emerging Markets Equity ETF | $7K | 0.0% | 191 |
| EWZISHARES INC | $6.9K | 0.0% | 186 |
| MELIMercadoLibre Inc | $6.9K | 0.0% | 4 |
| TGTTarget Corp | $6.9K | 0.0% | 44 |
| NWGNatWest Group PLC | $6.9K | 0.0% | 379 |
| VIVMARK RESIDENTIAL | $6.7K | 0.0% | 111 |
| DOUBLELINE YIELD OPPORTUNITI | $6.7K | 0.0% | 500 |
| SHViShares 0-1 Year Treasury Bond ETF | $6.6K | 0.0% | 60 |
| ECLEcolab Inc | $6.6K | 0.0% | 24 |
| SHOPShopify Inc | $6.5K | 0.0% | 44 |
| VRTVertiv Holdings Co | $6.5K | 0.0% | 27 |
| NEWSMAX INC | $6.5K | 0.0% | 600 |
| VIAVViavi Solutions Inc | $6.5K | 0.0% | 154 |
| FNDASchwab Fundamental US Small Company Index ETF | $6.4K | 0.0% | 184 |
| FNFFidelity National Financial Inc | $6.4K | 0.0% | 166 |
| PAR PAC HOLDINGS INC | $6.4K | 0.0% | 78 |
| MSC INCOME FUND INC | $6.3K | 0.0% | 538 |
| MDIVMulti-Asset Diversified Income Index Fund | $6.3K | 0.0% | 400 |
| FDXFedEx Corp | $6.3K | 0.0% | 22 |
| ODFLOld Dominion Freight Line Inc | $6.3K | 0.0% | 36 |
| EPREPR Properties | $6.2K | 0.0% | 111 |
| SONYSony Group Corp | $6.2K | 0.0% | 263 |
| UPSUnited Parcel Service Inc | $6.2K | 0.0% | 66 |
| WISDOMTREE TR | $6.1K | 0.0% | 34 |
| VGKVanguard FTSEEuropean ETF | $6.1K | 0.0% | 70 |
| BTIBritish American Tobacco plc | $6K | 0.0% | 111 |
| DOCHealthpeak Properties Inc | $6K | 0.0% | 300 |
| HSYHershey Co | $6K | 0.0% | 38 |
| TXTTextron Inc | $5.9K | 0.0% | 78 |
| BXBlackstone Inc | $5.9K | 0.0% | 53 |
| ISHARES TR | $5.9K | 0.0% | 96 |
| NEBIUS GROUP N.V. | $5.9K | 0.0% | 25 |
| NUVEEN AMT FREE QLTY MUN INC | $5.8K | 0.0% | 583 |
| BLACKROCK LTD DURATION INCOM | $5.7K | 0.0% | 500 |
| AMTMAmentum Holdings Inc | $5.7K | 0.0% | 314 |
| HWMHowmet Aerospace Inc | $5.7K | 0.0% | 25 |
| BALLBall Corp | $5.6K | 0.0% | 100 |
| MEDTRONIC PLC | $5.5K | 0.0% | 64 |
| SEAGATE TECHNOLOGY HLDNGS PL | $5.5K | 0.0% | 6 |
| FS CREDIT OPPORTUNITIES CORP | $5.5K | 0.0% | 1,063 |
| BANCO SANTANDER CHILE NEW | $5.5K | 0.0% | 396 |
| BACBank of America Corpcall | $5.4K | 0.0% | 100 |
| MURMurphy Oil Corporation Common Stock | $5.4K | 0.0% | 146 |
| AMTAmerican Tower Corp | $5.4K | 0.0% | 33 |
| REGNRegeneron Pharmaceuticals Inc | $5.3K | 0.0% | 7 |
| HPEHewlett Packard Enterprise Co | $5.3K | 0.0% | 83 |
| ISHARES INC | $5.3K | 0.0% | 29 |
| MATSON INC | $5.3K | 0.0% | 24 |
| ISHARES INC | $5.2K | 0.0% | 73 |
| ROSTRoss Stores Inc | $5.1K | 0.0% | 22 |
| APAAPA Corp (US) | $5.1K | 0.0% | 123 |
| STLDSteel Dynamics Inc | $5.1K | 0.0% | 23 |
| EVERPURE INC | $5K | 0.0% | 38 |
| FIXComfort Systems USA Inc | $5K | 0.0% | 3 |
| CIENCiena Corp | $4.9K | 0.0% | 14 |
| AWKAmerican Water Works Co Inc | $4.9K | 0.0% | 38 |
| BROOKFIELD RENEWABLE ENERGY | $4.9K | 0.0% | 174 |
Quarter ending 2026-09-30.
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