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Richards, Merrill & Peterson, Inc. Portfolio
$328M across 293 positions as of 2026-09-30, with 34% 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
+13.0%
-1.5% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +13.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.1% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.6% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MSFTMicrosoft Corp | $17.8M | 5.4% | 34,733 |
| AAPLApple Inc | $17.2M | 5.2% | 51,599 |
| AMZNAmazon.com Inc | $13.1M | 4.0% | 52,751 |
| COSTCostco Wholesale Corp | $12.2M | 3.7% | 13,361 |
| QQQInvesco QQQ Trust, Series 1 | $11.5M | 3.5% | 15,611 |
| NVDANVIDIA Corp | $11.1M | 3.4% | 48,556 |
| GOOGLAlphabet Inc | $9.6M | 2.9% | 27,870 |
| SPYState Street SPDR S&P 500 ETF Trust | $7.4M | 2.2% | 9,657 |
| MUMicron Technology Inc | $6.3M | 1.9% | 5,960 |
| METAMeta Platforms Inc | $6.1M | 1.9% | 8,476 |
| CVXChevron Corp | $5.6M | 1.7% | 27,602 |
| SCHDSchwab US Dividend Equity ETF | $5.5M | 1.7% | 168,850 |
| CAPITAL GRP FIXED INCM ETF T | $5.5M | 1.7% | 216,812 |
| JPMJPMorgan Chase & Co | $5.2M | 1.6% | 15,635 |
| SYKStryker Corp | $5.1M | 1.6% | 18,581 |
| AMATApplied Materials Inc | $4.9M | 1.5% | 9,595 |
| VOOVanguard S&P 500 ETF | $4.7M | 1.4% | 6,738 |
| CGGRCapital Group Growth ETF | $4.3M | 1.3% | 90,828 |
| FRANKLIN TEMPLETON ETF TR | $4M | 1.2% | 138,815 |
| CGDVCapital Group Dividend Value ETF | $3.8M | 1.1% | 76,990 |
| RTXRTX Corp | $3.4M | 1.0% | 18,402 |
| CATCaterpillar Inc | $3.2M | 1.0% | 3,912 |
| PANWPalo Alto Networks Inc | $3.1M | 0.9% | 7,806 |
| GOOGAlphabet Inc | $2.9M | 0.9% | 8,631 |
| CAPITAL GRP FIXED INCM ETF T | $2.9M | 0.9% | 117,096 |
| AVGOBroadcom Inc | $2.8M | 0.9% | 8,084 |
| PGIM ETF TR | $2.8M | 0.9% | 71,274 |
| PLTRPalantir Technologies Inc | $2.8M | 0.9% | 14,974 |
| ISRGIntuitive Surgical Inc | $2.8M | 0.9% | 6,863 |
| CSCOCisco Systems Inc | $2.7M | 0.8% | 24,886 |
| BRK.BBerkshire Hathaway Inc | $2.7M | 0.8% | 5,361 |
| SMHVanEck Semiconductor ETF | $2.7M | 0.8% | 4,372 |
| VVisa Inc | $2.6M | 0.8% | 7,113 |
| XOMExxonmobil Holdings Corp | $2.4M | 0.7% | 14,922 |
| MRKMerck & Co Inc | $2.1M | 0.6% | 14,602 |
| MSMorgan Stanley | $2.1M | 0.6% | 11,073 |
| PVALPutnam Focused Large Cap Value ETF | $2.1M | 0.6% | 38,990 |
| HDHome Depot Inc | $2M | 0.6% | 7,040 |
| ABBVAbbVie Inc | $2M | 0.6% | 7,514 |
| PGProcter & Gamble Co | $2M | 0.6% | 13,480 |
| KOCoca-Cola Co | $1.9M | 0.6% | 22,103 |
| IJRiShares Core S&P Small-Cap ETF | $1.9M | 0.6% | 13,716 |
| IBMInternational Business Machines Corp | $1.9M | 0.6% | 8,436 |
| IJHiShares Core S&P Mid-Cap ETF | $1.8M | 0.6% | 25,309 |
| FENIFidelity Enhanced International ETF | $1.8M | 0.5% | 44,314 |
| JNJJohnson & Johnson | $1.6M | 0.5% | 6,014 |
| CEGConstellation Energy Corp | $1.6M | 0.5% | 6,132 |
| AMDAdvanced Micro Devices Inc | $1.5M | 0.5% | 2,517 |
| RBB FUND TRUST | $1.5M | 0.5% | 30,655 |
| LOWLowe's Companies Inc | $1.5M | 0.5% | 8,218 |
| TXNTexas Instruments Inc | $1.5M | 0.5% | 5,386 |
| NUENucor Corp | $1.5M | 0.5% | 6,449 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $1.5M | 0.5% | 56,920 |
| WMTWalmart Inc | $1.5M | 0.5% | 14,229 |
| WMWaste Management Inc | $1.5M | 0.5% | 7,244 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $1.5M | 0.4% | 3,213 |
| LLYEli Lilly and Co | $1.5M | 0.4% | 1,255 |
| VZVerizon Communications Inc | $1.4M | 0.4% | 31,316 |
| SPDR INDEX SHS FDS | $1.4M | 0.4% | 17,486 |
| CAPITAL GRP FIXED INCM ETF T | $1.4M | 0.4% | 65,534 |
| MCDMcDonald's Corp | $1.4M | 0.4% | 5,949 |
| AXPAmerican Express Co | $1.4M | 0.4% | 4,507 |
| USBUS Bancorp | $1.4M | 0.4% | 23,608 |
| EMREmerson Electric Co | $1.3M | 0.4% | 8,398 |
| CRWDCrowdStrike Holdings Inc | $1.3M | 0.4% | 4,918 |
| MEDTRONIC PLC | $1.3M | 0.4% | 14,797 |
| CAPITAL GROUP EQUITY ETF TR | $1.2M | 0.4% | 40,210 |
| UBERUber Technologies Inc | $1.2M | 0.4% | 17,504 |
| ORCLOracle Corp | $1.1M | 0.3% | 8,201 |
| VEAVanguard FTSE Developed Markets ETF | $1.1M | 0.3% | 15,845 |
| VYMVanguard High Dividend Yield ETF | $1.1M | 0.3% | 7,142 |
| SBUXStarbucks Corp | $1.1M | 0.3% | 11,699 |
| XLIState Street Industrial Select Sector SPDR ETF | $1.1M | 0.3% | 6,580 |
| XLFState Street Financial Select Sector SPDR ETF | $1.1M | 0.3% | 20,505 |
| TRANE TECHNOLOGIES PLC | $1.1M | 0.3% | 2,422 |
| FDXFedEx Corp | $1M | 0.3% | 3,599 |
| TMUST-Mobile US Inc | $1M | 0.3% | 6,258 |
| JPSTJPMorgan Ultra-Short Income ETF | $1M | 0.3% | 20,170 |
| BXBlackstone Inc | $1M | 0.3% | 9,010 |
| IEFAiShares Core MSCI EAFE ETF | $990.2K | 0.3% | 10,221 |
| AVISTA CORP | $976.6K | 0.3% | 27,832 |
| ABTAbbott Laboratories | $945K | 0.3% | 9,562 |
| GLDMSPDR Gold MiniShares Trust | $931.9K | 0.3% | 11,340 |
| IEMGiShares Core MSCI Emerging Markets ETF | $917.8K | 0.3% | 11,309 |
| ORLYO'Reilly Automotive Inc | $917.6K | 0.3% | 10,744 |
| CGUSCapital Group Core Equity ETF | $913.4K | 0.3% | 20,525 |
| ASML HLDG NV | $898.6K | 0.3% | 496 |
| BLKBlackRock Inc | $896.9K | 0.3% | 847 |
| DHRDanaher Corp | $888.8K | 0.3% | 4,012 |
| SOSouthern Co | $882.9K | 0.3% | 10,652 |
| UNHUnitedHealth Group Inc | $866.7K | 0.3% | 2,361 |
| LHXL3Harris Technologies Inc | $851.7K | 0.3% | 3,597 |
| IWMiShares Russell 2000 Index Fund | $837K | 0.3% | 3,012 |
| LINDE PLC | $830.6K | 0.3% | 1,750 |
| IJTiShares S&P SmallCap 600 Growth ETF | $829.7K | 0.3% | 5,175 |
| UNPUnion Pacific Corp | $827.8K | 0.3% | 3,042 |
| TJXTJX Companies Inc | $777.9K | 0.2% | 5,880 |
| SPCXSpace Exploration Technologies Corp | $775K | 0.2% | 5,137 |
| ITWIllinois Tool Works Inc | $766.2K | 0.2% | 2,978 |
| LMTLockheed Martin Corp | $749.6K | 0.2% | 1,472 |
| TSLATesla Inc | $739.8K | 0.2% | 2,085 |
| CRMSalesforce Inc | $738.1K | 0.2% | 3,215 |
| LEGG MASON ETF INVT | $722K | 0.2% | 17,311 |
| XLUState Street Utilities Select Sector SPDR ETF | $705.8K | 0.2% | 17,896 |
| QCOMQualcomm Inc | $704.2K | 0.2% | 3,826 |
| CGBLCapital Group Core Balanced ETF | $700.2K | 0.2% | 19,054 |
| DISWalt Disney Co | $682.1K | 0.2% | 6,502 |
| MRVLMarvell Technology Inc | $632.5K | 0.2% | 2,394 |
| VOEVanguard Mid-Cap Value ETF | $621.8K | 0.2% | 3,180 |
| APDAir Products and Chemicals Inc | $617.6K | 0.2% | 2,220 |
| MAMastercard Inc | $606.5K | 0.2% | 1,100 |
| JEPIJPMorgan Equity Premium Income ETF | $604.8K | 0.2% | 10,757 |
| ROKRockwell Automation Inc | $600.4K | 0.2% | 1,379 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $593.1K | 0.2% | 5,411 |
| VOVanguard Mid-Cap ETF | $579.8K | 0.2% | 7,393 |
| IVWiShares S&P 500 Growth ETF | $575.2K | 0.2% | 4,043 |
| LDOSLeidos Holdings Inc | $573K | 0.2% | 4,703 |
| GOLDMAN SACHS ETF TR | $552.7K | 0.2% | 5,938 |
| HONHoneywell International Inc | $528.2K | 0.2% | 2,504 |
| CAPITAL GRP FIXED INCM ETF T | $525.1K | 0.2% | 20,425 |
| PSXPhillips 66 | $522.2K | 0.2% | 2,045 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $519.2K | 0.2% | 5,969 |
| XYLXylem Inc | $503.8K | 0.2% | 4,975 |
| COPConocoPhillips | $497.6K | 0.2% | 3,976 |
| AMGNAmgen Inc | $485.3K | 0.1% | 1,151 |
| IVViShares Core S&P 500 ETF | $484.8K | 0.1% | 633 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $482.1K | 0.1% | 948 |
| URIUnited Rentals Inc | $473.4K | 0.1% | 473 |
| KMIKinder Morgan Inc | $472.8K | 0.1% | 15,682 |
| PROSHARES TR | $452.4K | 0.1% | 13,000 |
| OSKOshkosh Corp | $444.7K | 0.1% | 3,452 |
| DHID.R. Horton Inc | $440.7K | 0.1% | 3,225 |
| AFLAflac Inc | $438.5K | 0.1% | 3,923 |
| NOWServiceNow Inc | $431.5K | 0.1% | 3,220 |
| EFAiShares MSCI EAFE ETF | $409.4K | 0.1% | 3,941 |
| DFAEDimensional Emerging Core Equity Market ETF | $404.7K | 0.1% | 10,294 |
| EATON CORP PLC | $394.1K | 0.1% | 917 |
| PCARPaccar Inc | $391.3K | 0.1% | 3,563 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $390.8K | 0.1% | 2,350 |
| TGTTarget Corp | $386.2K | 0.1% | 2,465 |
| VIGVanguard Div Appreciation ETF | $382.6K | 0.1% | 1,640 |
| BMYBristol-Myers Squibb Co | $382.4K | 0.1% | 6,129 |
| GBTCGrayscale Bitcoin Trust (Btc) | $382.4K | 0.1% | 5,920 |
| HONAHoneywell Aerospace Inc | $380.6K | 0.1% | 2,456 |
| MUBiShares National Muni Bond ETF | $379.1K | 0.1% | 3,750 |
| PRUPrudential Financial Inc | $366.3K | 0.1% | 3,225 |
| NFLXNetflix Inc | $366.2K | 0.1% | 5,263 |
| PLDPrologis Inc | $365.2K | 0.1% | 2,813 |
| CGXUCapital Group International Focus Equity ETF | $356.5K | 0.1% | 10,396 |
| XLEState Street Energy Select Sector SPDR ETF | $351.2K | 0.1% | 5,710 |
| BACBank of America Corp | $351.1K | 0.1% | 6,450 |
| DIMENSIONAL ETF TRUST | $342.7K | 0.1% | 4,426 |
| GSGoldman Sachs Group Inc | $339.4K | 0.1% | 377 |
| LRCXLam Research Corp | $338.4K | 0.1% | 1,030 |
| CAPITAL GROUP DIVIDEND GROWE | $331.4K | 0.1% | 8,950 |
| EA SERIES TRUST | $330.9K | 0.1% | 7,766 |
| SPROTT FDS TR | $320.8K | 0.1% | 7,325 |
| SYYSysco Corp | $319.3K | 0.1% | 4,096 |
| RSGRepublic Services Inc | $311.9K | 0.1% | 1,486 |
| USCF ETF TR | $308.1K | 0.1% | 9,875 |
| QQnity Electronics Inc | $306.8K | 0.1% | 2,440 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $292.9K | 0.1% | 5,414 |
| PEPPepsiCo Inc | $278.3K | 0.1% | 2,196 |
| DFIVDimensional International Value ETF | $271.4K | 0.1% | 4,859 |
| VLOValero Energy Corp | $269.4K | 0.1% | 695 |
| FIDELITY GREENWOOD STREET TR | $262.5K | 0.1% | 7,800 |
| VTIVanguard Total Stock Market ETF | $262.3K | 0.1% | 701 |
| BROSDutch Bros Inc | $259.3K | 0.1% | 6,725 |
| IVEiShares S&P 500 Value ETF | $258.2K | 0.1% | 1,131 |
| WABWestinghouse Air Brake Technologies Corp | $256.7K | 0.1% | 894 |
| FVDFirst Trust VL Dividend | $252.7K | 0.1% | 5,387 |
| BSVVanguard Short-Term Bond ETF | $249.6K | 0.1% | 3,267 |
| RBB FUND TRUST | $243.3K | 0.1% | 4,525 |
| TSCOTractor Supply Co | $241.6K | 0.1% | 7,722 |
| BABoeing Co | $236.8K | 0.1% | 1,273 |
| CGMUCapital Group Municipal Income ETF | $231.5K | 0.1% | 8,925 |
| DVNDevon Energy Corp | $228.2K | 0.1% | 4,956 |
| NKENike Inc | $227.9K | 0.1% | 6,438 |
| LHLabcorp Holdings Inc | $227.9K | 0.1% | 740 |
| GBCIGlacier Bancorp Inc | $221.7K | 0.1% | 5,132 |
| VWOVanguard FTSE Emerging Markets ETF | $220.9K | 0.1% | 3,724 |
| BTCGRAYSCALE BITCOIN MINI TR ET | $215.5K | 0.1% | 5,831 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $215.4K | 0.1% | 1,564 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $214.4K | 0.1% | 3,840 |
| HOODRobinhood Markets Inc | $212.7K | 0.1% | 1,891 |
| VICIVICI Properties Inc | $211.7K | 0.1% | 9,215 |
| INVESCO EXCH TRD SLF IDX FD | $210.5K | 0.1% | 3,019 |
| EQIXEquinix Inc | $207.4K | 0.1% | 205 |
| ENTREPRENEURSHARES SERIES TR | $204.9K | 0.1% | 9,595 |
| ENVXEnovix Corp | $191.6K | 0.1% | 66,075 |
| DEDeere & Co | $190.7K | 0.1% | 284 |
| BLACKROCK MUNIHOLDINGS FD IN | $179.1K | 0.1% | 17,459 |
| XMHQInvesco S&P MidCap Quality ETF | $179.1K | 0.1% | 1,604 |
| AGGiShares Core U.S. Aggregate Bond ETF | $178.6K | 0.1% | 1,889 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $172.7K | 0.1% | 2,206 |
| SHYiShares 1-3 Year Treasury Bond ETF | $168.2K | 0.1% | 2,072 |
| SCHVSchwab U.S. Large-Cap Value ETF | $163.2K | 0.0% | 4,900 |
| ALLAllstate Corp | $160.8K | 0.0% | 725 |
| SHViShares 0-1 Year Treasury Bond ETF | $160K | 0.0% | 1,450 |
| XMMOInvesco S&P MidCap Momentum ETF | $159.8K | 0.0% | 1,089 |
| INTCIntel Corp | $159.3K | 0.0% | 1,325 |
| UPSUnited Parcel Service Inc | $150.4K | 0.0% | 1,610 |
| EOS ENERGY ENTERPRISES INC | $150.3K | 0.0% | 49,045 |
| VOTVanguard Mid-Cap Growth ETF | $150.1K | 0.0% | 514 |
| SCHASchwab U.S. Small-Cap ETF | $147.8K | 0.0% | 4,530 |
| DUKDuke Energy Corp | $135.8K | 0.0% | 1,191 |
| VIGIVanguard International Dividend Appreciation ETF | $131.9K | 0.0% | 1,397 |
| TAT&T Inc | $130.5K | 0.0% | 5,350 |
| VTVVanguard Value ETF | $130.3K | 0.0% | 603 |
| ESGVVanguard ESG U.S. Stock ETF | $130.1K | 0.0% | 960 |
| VBKVanguard Small-Cap Growth ETF | $124K | 0.0% | 367 |
| ADPAutomatic Data Processing Inc | $119.7K | 0.0% | 464 |
| SCHWCharles Schwab Corp | $117.5K | 0.0% | 1,202 |
| FLMIFranklin Dynamic Municipal Bond ETF | $116.6K | 0.0% | 5,000 |
| VTWOVanguard Russell 2000 ETF | $116.5K | 0.0% | 1,038 |
| GDGeneral Dynamics Corp | $113.8K | 0.0% | 343 |
| CMICummins Inc | $113.6K | 0.0% | 220 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $106.3K | 0.0% | 1,073 |
| SCHXSchwab U.S. Large-Cap ETF | $104.8K | 0.0% | 3,494 |
| SCHWAB STRATEGIC TR | $99.3K | 0.0% | 2,919 |
| SPHQInvesco S&P 500 Quality ETF | $98K | 0.0% | 1,165 |
| XSVMInvesco S&P SmallCap Value with Momentum ETF | $97.7K | 0.0% | 1,500 |
| VUGVanguard Growth ETF | $93.4K | 0.0% | 1,037 |
| SPDR INDEX SHS FDS | $92.9K | 0.0% | 1,380 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $88.7K | 0.0% | 2,468 |
| VYMIVanguard International High Dividend Yield ETF | $88.1K | 0.0% | 871 |
| MGKVanguard Mega Cap Growth ETF | $85.7K | 0.0% | 925 |
| VCSHVanguard Short-Term Corporate Bond ETF | $85K | 0.0% | 1,100 |
| GOLDMAN SACHS ETF TR | $84.9K | 0.0% | 1,750 |
| VVVanguard Large-Cap ETF | $77.4K | 0.0% | 220 |
| PGIM ETF TR | $76.9K | 0.0% | 1,500 |
| ISHARES TR | $73.1K | 0.0% | 1,350 |
| JAVAJPMorgan Active Value ETF | $70.9K | 0.0% | 889 |
| FFord Motor Co | $70.2K | 0.0% | 5,820 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $68.5K | 0.0% | 850 |
| FIDELITY GREENWOOD STREET TR | $68.3K | 0.0% | 1,050 |
| ISHARES TR | $68.1K | 0.0% | 661 |
| MGVVanguard Mega Cap Value ETF | $66K | 0.0% | 410 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $62.6K | 0.0% | 2,622 |
| XLKState Street Technology Select Sector SPDR ETF | $61.1K | 0.0% | 312 |
| IWSiShares Russell Mid-cap Value ETF | $60.9K | 0.0% | 379 |
| IXNiShares Global Tech ETF | $55.6K | 0.0% | 375 |
| GMGeneral Motors Co | $55.1K | 0.0% | 715 |
| FRANKLIN TEMPLETON ETF TR | $54.5K | 0.0% | 949 |
| J P MORGAN EXCHANGE TRADED F | $53.6K | 0.0% | 846 |
| RSPInvesco S&P 500 Equal Weight ETF | $48.5K | 0.0% | 233 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $47.9K | 0.0% | 510 |
| CCitigroup Inc | $46.1K | 0.0% | 356 |
| IEFiShares 7-10 Year Treasury Bond ETF | $44.6K | 0.0% | 499 |
| INVESCO EXCH TRD SLF IDX FD | $41.7K | 0.0% | 1,885 |
| INVESCO EXCH TRD SLF IDX FD | $40.7K | 0.0% | 1,783 |
| FNDXSchwab Fundamental US Large Company Index ETF | $40.3K | 0.0% | 1,281 |
| IUSGiShares Core S&P U.S. Growth ETF | $40.1K | 0.0% | 207 |
| XLVState Street Health Care Select Sector SPDR ETF | $37.1K | 0.0% | 220 |
| DFAIDimensional International Core Equity Market ETF | $35.6K | 0.0% | 859 |
| LUVSouthwest Airlines Co | $35.1K | 0.0% | 842 |
| IWFiShares Russell 1000 Growth ETF | $34.6K | 0.0% | 276 |
| IWDiShares Russell 1000 Value ETF | $33.5K | 0.0% | 135 |
| INVESCO EXCHANGE TRADED FD T | $33.4K | 0.0% | 1,463 |
| DVYISHARES TR | $30.4K | 0.0% | 200 |
| IWPiShares Russell Midcap Growth ETF | $25.6K | 0.0% | 186 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $24.5K | 0.0% | 432 |
| AMTAmerican Tower Corp | $23.7K | 0.0% | 145 |
| CMCSAComcast Corp | $23.2K | 0.0% | 1,066 |
| VBVanguard Small-Cap ETF | $21.3K | 0.0% | 75 |
| ACWIiShares MSCI ACWI ETF | $19.8K | 0.0% | 125 |
| IUSViShares Core S&P U.S. Value ETF | $19.5K | 0.0% | 177 |
| FIDELITY COVINGTON TRUST | $18.5K | 0.0% | 457 |
| VEUVanguard FTSE All World Ex US ETF | $17.9K | 0.0% | 216 |
| VGSHVanguard Short-Term Treasury ETF | $17.2K | 0.0% | 299 |
| JPIEJPMorgan Income ETF | $16.2K | 0.0% | 360 |
| IBBiShares Nasdaq Biotechnology Index Fund | $15.8K | 0.0% | 75 |
| FIDELITY COVINGTON TRUST | $15.7K | 0.0% | 350 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $15.2K | 0.0% | 140 |
| GOLDMAN SACHS ETF TR | $14.6K | 0.0% | 284 |
| PMPhilip Morris International Inc | $14.3K | 0.0% | 75 |
| INVESCO EXCHANGE TRADED FD T | $12.7K | 0.0% | 1,000 |
| PULSPGIM Ultra Short Bond ETF | $12.4K | 0.0% | 250 |
| VBRVanguard Small-Cap Value ETF | $10.9K | 0.0% | 47 |
| MRSHMarsh & McLennan Companies Inc | $10.1K | 0.0% | 59 |
| MOATVanEck Morningstar Wide Moat ETF | $10K | 0.0% | 95 |
| VONGVanguard Russell 1000 Growth ETF | $9.5K | 0.0% | 74 |
| BIVVanguard Intermediate-Term Bond ETF | $8.9K | 0.0% | 122 |
| TMToyota Motor Corp | $8.2K | 0.0% | 45 |
| IDViShares International Select Dividend ETF | $7.9K | 0.0% | 187 |
| EFViShares MSCI EAFE Value ETF | $6.8K | 0.0% | 86 |
| SCZiShares MSCI EAFE Small-Cap ETF | $5.7K | 0.0% | 68 |
| IYHiShares U.S. Healthcare ETF | $5.5K | 0.0% | 77 |
| J P MORGAN EXCHANGE TRADED F | $3.8K | 0.0% | 52 |
| XLBMaterials Select Sector SPDR | $2.3K | 0.0% | 48 |
| VMBSVanguard Mortgage Backed Security | $2.1K | 0.0% | 47 |
| BLVVanguard Long-Term Bond ETF | $1.9K | 0.0% | 31 |
| VXFVanguard Extended Market ETF | $927 | 0.0% | 4 |
Quarter ending 2026-09-30.
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