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True Wealth Design, LLC Portfolio
$407.6M across 500 positions as of 2026-09-30, with 73% 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 |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $65.3M | 16.0% | 1,470,124 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $55.8M | 13.7% | 471,207 |
| DIMENSIONAL ETF TRUST | $43.3M | 10.6% | 1,152,052 |
| DFA INVT DIMENSIONS GROUP IN | $33.5M | 8.2% | 790,224 |
| DIMENSIONAL ETF TRUST | $29.4M | 7.2% | 694,070 |
| SIMPLIFY EXCHANGE TRADED FUN | $25.7M | 6.3% | 1,352,087 |
| DIMENSIONAL ETF TRUST | $16.9M | 4.1% | 501,027 |
| AVUVAvantis U.S. Small Cap Value ETF | $12.8M | 3.1% | 109,008 |
| SIMPLIFY EXCHANGE TRADED FUN | $8.7M | 2.1% | 186,107 |
| PIMCO ETF TR | $7M | 1.7% | 151,412 |
| AVDEAvantis International Equity ETF | $5.2M | 1.3% | 57,168 |
| AVUSAvantis U.S. Equity ETF | $4.9M | 1.2% | 38,394 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $3.3M | 0.8% | 131,877 |
| AAPLApple Inc | $3.2M | 0.8% | 9,528 |
| VTIVanguard Total Stock Market ETF | $3.2M | 0.8% | 8,464 |
| DIMENSIONAL ETF TRUST | $2.9M | 0.7% | 35,244 |
| DFATDimensional U.S. Targeted Value ETF | $2.5M | 0.6% | 37,945 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $2.1M | 0.5% | 56,193 |
| NVDANVIDIA Corp | $2.1M | 0.5% | 9,032 |
| AMERICAN CENTY ETF TR | $1.7M | 0.4% | 24,857 |
| T ROWE PRICE EXCHANGE-TRADED | $1.4M | 0.3% | 27,026 |
| MSFTMicrosoft Corp | $1.2M | 0.3% | 2,399 |
| GOOGLAlphabet Inc | $1.2M | 0.3% | 3,544 |
| AMZNAmazon.com Inc | $1M | 0.3% | 4,206 |
| AVESAvantis Emerging Markets Value ETF | $931.2K | 0.2% | 14,298 |
| PIMCO ETF TR | $910K | 0.2% | 18,515 |
| MUMicron Technology Inc | $908.5K | 0.2% | 853 |
| IVViShares Core S&P 500 ETF | $846.3K | 0.2% | 1,105 |
| VUGVanguard Growth ETF | $718K | 0.2% | 7,968 |
| CATCaterpillar Inc | $701.9K | 0.2% | 866 |
| JPMJPMorgan Chase & Co | $700.4K | 0.2% | 2,117 |
| VYMVanguard High Dividend Yield ETF | $594.3K | 0.1% | 3,829 |
| DIMENSIONAL ETF TRUST | $573.5K | 0.1% | 14,438 |
| INTCIntel Corp | $546.9K | 0.1% | 4,549 |
| FIXComfort Systems USA Inc | $539.2K | 0.1% | 326 |
| CCitigroup Inc | $495.1K | 0.1% | 3,824 |
| GEGeneral Electric Co | $485.3K | 0.1% | 1,554 |
| AVGOBroadcom Inc | $483.9K | 0.1% | 1,378 |
| JNJJohnson & Johnson | $483.7K | 0.1% | 1,827 |
| MCDMcDonald's Corp | $483.6K | 0.1% | 2,094 |
| LLYEli Lilly and Co | $480.2K | 0.1% | 415 |
| DIMENSIONAL ETF TRUST | $475.5K | 0.1% | 10,081 |
| CNCCentene Corp | $471.2K | 0.1% | 7,586 |
| APHAmphenol Corp | $460.2K | 0.1% | 5,459 |
| ABNBAirbnb Inc | $455.8K | 0.1% | 2,837 |
| BMYBristol-Myers Squibb Co | $454.5K | 0.1% | 7,283 |
| MRKMerck & Co Inc | $454.1K | 0.1% | 3,125 |
| AMERICAN CENTY ETF TR | $442.9K | 0.1% | 5,032 |
| BRK.BBerkshire Hathaway Inc | $427.7K | 0.1% | 859 |
| GOOGAlphabet Inc | $426.9K | 0.1% | 1,253 |
| PSXPhillips 66 | $426.1K | 0.1% | 1,669 |
| TEAMAtlassian Corp | $417.6K | 0.1% | 2,329 |
| METAMeta Platforms Inc | $415.5K | 0.1% | 573 |
| ILMNIllumina Inc | $393K | 0.1% | 1,436 |
| PHParker-Hannifin Corp | $379.3K | 0.1% | 397 |
| BWXTBWX Technologies Inc | $370.4K | 0.1% | 2,704 |
| JBHTJ B Hunt Transport Services Inc | $367.2K | 0.1% | 1,639 |
| LMTLockheed Martin Corp | $362.6K | 0.1% | 712 |
| GMGeneral Motors Co | $361.1K | 0.1% | 4,689 |
| FTNTFortinet Inc | $356.3K | 0.1% | 1,993 |
| PWVInvesco Dynamic Large Cap Value ETF | $349.8K | 0.1% | 4,584 |
| COFCapital One Financial Corp | $347.7K | 0.1% | 1,801 |
| PGProcter & Gamble Co | $340.6K | 0.1% | 2,345 |
| TECHNIPFMC PLC | $335.3K | 0.1% | 4,937 |
| WDCWestern Digital Corp | $333.1K | 0.1% | 733 |
| NEENextera Energy Inc | $324K | 0.1% | 4,278 |
| JOHNSON CONTROLS INTERNATION | $323.2K | 0.1% | 2,174 |
| GEVGE Vernova Inc | $322.2K | 0.1% | 339 |
| VEAVanguard FTSE Developed Markets ETF | $320.4K | 0.1% | 4,538 |
| SEAGATE TECHNOLOGY HLDNGS PL | $319.1K | 0.1% | 346 |
| CHUBB LIMITED | $315.2K | 0.1% | 969 |
| EMREmerson Electric Co | $314.4K | 0.1% | 2,027 |
| ORCLOracle Corp | $313.6K | 0.1% | 2,284 |
| NTRANatera Inc | $313.3K | 0.1% | 758 |
| AMTAmerican Tower Corp | $305.3K | 0.1% | 1,865 |
| LINDE PLC | $305.2K | 0.1% | 643 |
| VRSNVeriSign, Inc | $302.6K | 0.1% | 1,073 |
| FCXFreeport-McMoRan Inc | $299.9K | 0.1% | 4,284 |
| TSLATesla Inc | $295.6K | 0.1% | 833 |
| AMERICAN CENTY ETF TR | $294.2K | 0.1% | 3,719 |
| CVXChevron Corp | $286.3K | 0.1% | 1,402 |
| FQALFidelity Quality Factor ETF | $284.3K | 0.1% | 3,415 |
| EXPEExpedia Group Inc | $283.6K | 0.1% | 1,077 |
| PNCPNC Financial Services Group Inc | $281.6K | 0.1% | 1,267 |
| RUBRIK INC. | $279.9K | 0.1% | 2,445 |
| DIMENSIONAL ETF TRUST | $277.1K | 0.1% | 6,135 |
| UNHUnitedHealth Group Inc | $272.2K | 0.1% | 742 |
| TIDAL TRUST II | $271.1K | 0.1% | 7,647 |
| ANETArista Networks Inc | $269.6K | 0.1% | 1,324 |
| UALUnited Airlines Holdings Inc | $266.3K | 0.1% | 2,400 |
| HWMHowmet Aerospace Inc | $263K | 0.1% | 1,163 |
| OXYOccidental Petroleum Corp | $255.5K | 0.1% | 4,618 |
| DELLDell Technologies Inc | $254.5K | 0.1% | 473 |
| 10X GENOMICS INC | $253.7K | 0.1% | 2,808 |
| SNOWSnowflake Inc | $252K | 0.1% | 742 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $251.4K | 0.1% | 551 |
| ESEversource Energy | $250.5K | 0.1% | 3,904 |
| NETCloudflare Inc | $250K | 0.1% | 720 |
| AAgilent Technologies Inc | $248.5K | 0.1% | 1,442 |
| WFCWells Fargo & Co | $244.2K | 0.1% | 3,051 |
| DFAUDimensional US Core Equity Market ETF | $240.9K | 0.1% | 4,600 |
| MEDTRONIC PLC | $240.2K | 0.1% | 2,784 |
| PMPhilip Morris International Inc | $239.2K | 0.1% | 1,253 |
| COPConocoPhillips | $235.4K | 0.1% | 1,881 |
| MNSTMonster Beverage Corp | $234.6K | 0.1% | 5,637 |
| NEMNewmont Corporation | $233.4K | 0.1% | 2,024 |
| RLRalph Lauren Corp | $230.1K | 0.1% | 648 |
| SGOViShares 0-3 Month Treasury Bond ETF | $229.1K | 0.1% | 2,276 |
| FIVEFive Below Inc | $226.8K | 0.1% | 1,033 |
| INCYIncyte Corp | $225.1K | 0.1% | 1,855 |
| MRSHMarsh & McLennan Companies Inc | $223.3K | 0.1% | 1,308 |
| TPRTapestry Inc | $222.3K | 0.1% | 1,932 |
| TRVTravelers Companies Inc | $219.6K | 0.1% | 616 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $217.5K | 0.1% | 5,874 |
| IQVIQVIA Holdings Inc | $216.4K | 0.1% | 805 |
| WMTWalmart Inc | $215.5K | 0.1% | 2,074 |
| DGDollar General Corp | $214.8K | 0.1% | 1,796 |
| REGNRegeneron Pharmaceuticals Inc | $213.1K | 0.1% | 281 |
| NSCNorfolk Southern Corp | $212.4K | 0.1% | 687 |
| ZMZoom Communications Inc | $211.6K | 0.1% | 2,331 |
| BSXBoston Scientific Corp | $210.7K | 0.1% | 4,828 |
| LRCXLam Research Corp | $208.9K | 0.1% | 636 |
| BACBank of America Corp | $207K | 0.1% | 3,803 |
| PLTRPalantir Technologies Inc | $204.3K | 0.1% | 1,092 |
| DVNDevon Energy Corp | $202K | 0.0% | 4,387 |
| INVESCO EXCH TRADED FD TR II | $200.2K | 0.0% | 4,641 |
| NWSANews Corp | $199.9K | 0.0% | 6,978 |
| DISWalt Disney Co | $199.8K | 0.0% | 1,905 |
| VEEVVeeva Systems Inc | $199.2K | 0.0% | 698 |
| ASML HLDG NV | $193.8K | 0.0% | 107 |
| AMERICAN CENTY ETF TR | $191.9K | 0.0% | 2,409 |
| DALDelta Air Lines Inc | $191.7K | 0.0% | 2,297 |
| NVRNVR Inc | $190.8K | 0.0% | 31 |
| GDGeneral Dynamics Corp | $187.5K | 0.0% | 565 |
| NXP SEMICONDUCTORS N V | $186.7K | 0.0% | 786 |
| MDBMongoDB Inc | $186.5K | 0.0% | 535 |
| SNDKSandisk Corp | $184.4K | 0.0% | 106 |
| TOLToll Brothers Inc | $179.6K | 0.0% | 1,333 |
| ZSZscaler Inc | $179.5K | 0.0% | 900 |
| AMEAMETEK Inc | $178.4K | 0.0% | 720 |
| MTCHMatch Group Inc | $176.2K | 0.0% | 4,388 |
| MLMMartin Marietta Materials Inc | $174.7K | 0.0% | 364 |
| NTNXNutanix Inc | $173.4K | 0.0% | 2,463 |
| TERTeradyne Inc | $173.2K | 0.0% | 432 |
| MOHMolina Healthcare Inc | $173K | 0.0% | 915 |
| PEGPublic Service Enterprise Group Inc | $171.4K | 0.0% | 2,546 |
| RTXRTX Corp | $170.1K | 0.0% | 916 |
| PFEPfizer Inc | $169.4K | 0.0% | 5,938 |
| LECOLincoln Electric Holdings Inc | $168.8K | 0.0% | 638 |
| DFIVDimensional International Value ETF | $168.5K | 0.0% | 3,016 |
| ADIAnalog Devices Inc | $166.6K | 0.0% | 420 |
| WORTHINGTON STL INC | $166K | 0.0% | 4,712 |
| TE CONNECTIVITY PLC | $165.9K | 0.0% | 786 |
| MOAltria Group Inc | $163.2K | 0.0% | 2,423 |
| DTDynatrace Inc | $162.8K | 0.0% | 2,819 |
| WCNWaste Connections, Inc | $162.1K | 0.0% | 1,053 |
| BBYBest Buy Co Inc | $161.7K | 0.0% | 1,832 |
| EXELExelixis Inc | $161.3K | 0.0% | 2,761 |
| COSTCostco Wholesale Corp | $161.1K | 0.0% | 177 |
| WWayfair Inc | $160.2K | 0.0% | 1,562 |
| SSentinelOne Inc | $159.8K | 0.0% | 6,724 |
| UUnity Software Inc | $157.5K | 0.0% | 3,847 |
| RBLXRoblox Corp | $156.6K | 0.0% | 3,695 |
| LYONDELLBASELL INDUSTRIES NV | $155.7K | 0.0% | 2,709 |
| PCTYPaylocity Holding Corp | $155.4K | 0.0% | 1,090 |
| SNPSSynopsys Inc | $154K | 0.0% | 354 |
| TMUST-Mobile US Inc | $152.5K | 0.0% | 935 |
| WORTHINGTON ENTERPRISES INC | $150.7K | 0.0% | 2,531 |
| ABBVAbbVie Inc | $150.4K | 0.0% | 575 |
| AMDAdvanced Micro Devices Inc | $149.9K | 0.0% | 245 |
| ROSTRoss Stores Inc | $149.8K | 0.0% | 642 |
| FDXFedEx Corp | $149.7K | 0.0% | 525 |
| CWCurtiss-Wright Corp | $149K | 0.0% | 274 |
| ELVElevance Health Inc | $148.5K | 0.0% | 382 |
| CLColgate-Palmolive Co | $147.5K | 0.0% | 1,729 |
| ABTAbbott Laboratories | $146.6K | 0.0% | 1,483 |
| CMICummins Inc | $146.2K | 0.0% | 283 |
| EMEEMCOR Group Inc | $145.6K | 0.0% | 193 |
| MUELLER INDS INC | $144.4K | 0.0% | 2,382 |
| CRCrane Co | $143.8K | 0.0% | 705 |
| PKWInvesco BuyBack Achievers ETF | $143.1K | 0.0% | 1,000 |
| WABWestinghouse Air Brake Technologies Corp | $143K | 0.0% | 498 |
| ITWIllinois Tool Works Inc | $142.8K | 0.0% | 555 |
| GILDGilead Sciences, Inc | $142.5K | 0.0% | 956 |
| CARRCarrier Global Corp | $142.4K | 0.0% | 2,596 |
| OCOwens Corning | $141.3K | 0.0% | 1,210 |
| AIGAmerican International Group Inc | $141.1K | 0.0% | 1,896 |
| SPGIS&P Global Inc | $140.4K | 0.0% | 356 |
| AEPAmerican Electric Power Company Inc | $139.9K | 0.0% | 1,179 |
| BANK OF NY MELLON CORP | $139.7K | 0.0% | 966 |
| IRMIron Mountain Inc | $139.1K | 0.0% | 1,254 |
| EWBCEast West Bancorp Inc | $139.1K | 0.0% | 1,122 |
| QQQInvesco QQQ Trust, Series 1 | $137.6K | 0.0% | 186 |
| DLTRDollar Tree Inc | $136.8K | 0.0% | 1,200 |
| UPSUnited Parcel Service Inc | $136.7K | 0.0% | 1,463 |
| ACCENTURE PLC IRELAND | $136.2K | 0.0% | 743 |
| LNGCheniere Energy Inc | $136.1K | 0.0% | 506 |
| CSCOCisco Systems Inc | $134.9K | 0.0% | 1,253 |
| ULTAUlta Beauty Inc | $134.4K | 0.0% | 246 |
| MHKMohawk Industries Inc | $133.6K | 0.0% | 1,071 |
| ARAntero Resources Corp | $133.4K | 0.0% | 3,994 |
| VIKING HOLDINGS LTD | $131.8K | 0.0% | 1,682 |
| FDSFactset Research Systems Inc | $131.2K | 0.0% | 486 |
| VBKVanguard Small-Cap Growth ETF | $129.7K | 0.0% | 384 |
| AREAlexandria Real Estate Equities, Inc | $129.6K | 0.0% | 2,730 |
| HUBSHubSpot Inc | $129.5K | 0.0% | 632 |
| INTUIntuit Inc | $128.5K | 0.0% | 466 |
| VVisa Inc | $128.3K | 0.0% | 357 |
| MSCIMSCI Inc | $128.2K | 0.0% | 238 |
| NVENT ELEC PLC | $128.1K | 0.0% | 799 |
| PAYXPaychex Inc | $126.3K | 0.0% | 1,282 |
| ARWArrow Electronics Inc | $126.2K | 0.0% | 556 |
| PEPPepsiCo Inc | $126K | 0.0% | 994 |
| NNNNNN REIT Inc | $125K | 0.0% | 3,042 |
| GSGoldman Sachs Group Inc | $124.3K | 0.0% | 138 |
| THGHanover Insurance Group Inc | $124K | 0.0% | 579 |
| FFIVF5 Inc | $123.8K | 0.0% | 278 |
| BWABorgwarner Inc | $123.5K | 0.0% | 2,055 |
| KOCoca-Cola Co | $123.4K | 0.0% | 1,433 |
| ISRGIntuitive Surgical Inc | $123.2K | 0.0% | 303 |
| MUFGMitsubishi UFJ Financial Group Inc | $123.1K | 0.0% | 5,337 |
| TXRHTexas Roadhouse Inc | $122.7K | 0.0% | 785 |
| AMPAmeriprise Financial Inc | $122.6K | 0.0% | 249 |
| EIXEdison International | $122.5K | 0.0% | 2,279 |
| INVESCO LTD | $122.5K | 0.0% | 4,060 |
| CMECME Group Inc | $122.3K | 0.0% | 467 |
| MCOMoody's Corp | $120.8K | 0.0% | 266 |
| MKCMcCormick & Company Inc | $120.2K | 0.0% | 2,591 |
| DIMENSIONAL ETF TRUST | $119.2K | 0.0% | 1,539 |
| TXNTexas Instruments Inc | $118.5K | 0.0% | 423 |
| XOMExxonmobil Holdings Corp | $118.2K | 0.0% | 726 |
| UHSUniversal Health Services Inc | $117.6K | 0.0% | 675 |
| GARMIN LTD | $117.6K | 0.0% | 410 |
| CIENCiena Corp | $117.5K | 0.0% | 334 |
| PODDInsulet Corp | $117.3K | 0.0% | 899 |
| EOGEOG Resources Inc | $116.8K | 0.0% | 848 |
| OSKOshkosh Corp | $116.6K | 0.0% | 905 |
| LAMRLamar Advertising Co | $116.3K | 0.0% | 807 |
| INVESCO EXCHANGE TRADED FD T | $116.1K | 0.0% | 1,665 |
| IBMInternational Business Machines Corp | $115.6K | 0.0% | 525 |
| GLGlobe Life Inc | $114.8K | 0.0% | 693 |
| AMATApplied Materials Inc | $114.6K | 0.0% | 224 |
| KMXCarmax Inc | $113.7K | 0.0% | 2,064 |
| ITGartner Inc | $113.6K | 0.0% | 609 |
| CGNXCognex Corp | $113.4K | 0.0% | 1,870 |
| EQIXEquinix Inc | $113.3K | 0.0% | 112 |
| EVERPURE INC | $113.3K | 0.0% | 866 |
| MEDPMedpace Holdings Inc | $112.4K | 0.0% | 180 |
| ATOAtmos Energy Corp | $111.7K | 0.0% | 714 |
| USFDUS Foods Holding Corp | $111.2K | 0.0% | 1,206 |
| QCOMQualcomm Inc | $110.8K | 0.0% | 602 |
| WCCWesco International Inc | $110.8K | 0.0% | 308 |
| SHELShell PLC | $110.7K | 0.0% | 1,165 |
| TWLOTwilio Inc | $110.6K | 0.0% | 378 |
| BALLBall Corp | $110.1K | 0.0% | 1,965 |
| INVHInvitation Homes Inc | $109.8K | 0.0% | 4,170 |
| MANHManhattan Associates Inc | $109.3K | 0.0% | 550 |
| FRFirst Industrial Realty Trust Inc | $109.3K | 0.0% | 1,835 |
| HPEHewlett Packard Enterprise Co | $109.1K | 0.0% | 1,708 |
| RGAReinsurance Group of America Inc | $106.6K | 0.0% | 433 |
| HSTHost Hotels and Resorts, Inc | $106.5K | 0.0% | 4,758 |
| TTCToro Co | $106.4K | 0.0% | 1,104 |
| TGTTarget Corp | $106.4K | 0.0% | 679 |
| CAMBRIA ETF TR | $105.6K | 0.0% | 1,310 |
| NOCNorthrop Grumman Corp | $104.9K | 0.0% | 217 |
| BLKBlackRock Inc | $104.8K | 0.0% | 99 |
| VOOVanguard S&P 500 ETF | $104.4K | 0.0% | 149 |
| MFGMizuho Financial Group Inc | $104.2K | 0.0% | 9,430 |
| MCKMcKesson Corp | $104.2K | 0.0% | 122 |
| KEYSKeysight Technologies Inc | $103.8K | 0.0% | 285 |
| DOWDow Inc | $103.6K | 0.0% | 3,763 |
| CCKCrown Holdings Inc | $102K | 0.0% | 968 |
| VXUSVanguard Total International Stock ETF | $101.8K | 0.0% | 1,198 |
| PNFPPinnacle Financial Partners Inc | $101.2K | 0.0% | 1,081 |
| GISGeneral Mills Inc | $101.1K | 0.0% | 3,145 |
| BHPBHP Group Ltd | $100.7K | 0.0% | 1,187 |
| MOSMosaic Co | $100.7K | 0.0% | 4,650 |
| DPZDomino's Pizza Inc | $100.7K | 0.0% | 336 |
| NDAQNasdaq Inc | $100.1K | 0.0% | 1,088 |
| HSBCHSBC Holdings PLC | $100K | 0.0% | 1,007 |
| SYYSysco Corp | $99.9K | 0.0% | 1,282 |
| THCTenet Healthcare Corp | $99.9K | 0.0% | 391 |
| HALHalliburton Co | $99.6K | 0.0% | 3,131 |
| ELASTIC N V | $99.4K | 0.0% | 1,084 |
| HDHome Depot Inc | $99K | 0.0% | 348 |
| DOCUDocuSign Inc | $98.5K | 0.0% | 1,467 |
| CBSHCommerce Bancshares Inc | $97.8K | 0.0% | 1,786 |
| MMM3M Co | $97.5K | 0.0% | 594 |
| TTWOTake-Two Interactive Software Inc | $97.3K | 0.0% | 469 |
| CVSCVS Health Corp | $97.3K | 0.0% | 1,135 |
| PYPLPayPal Holdings Inc | $97.2K | 0.0% | 1,851 |
| USBUS Bancorp | $96.1K | 0.0% | 1,664 |
| ROYALTY PHARMA PLC | $96.1K | 0.0% | 1,646 |
| AMGNAmgen Inc | $95.7K | 0.0% | 227 |
| TNLTravel + Leisure Co | $95.6K | 0.0% | 1,545 |
| OMFOneMain Holdings Inc | $95.4K | 0.0% | 1,723 |
| HLTHilton Worldwide Holdings Inc | $95.4K | 0.0% | 300 |
| SANBanco Santander SA | $95.3K | 0.0% | 6,889 |
| VRTXVertex Pharmaceuticals Inc | $95.2K | 0.0% | 182 |
| NBIXNeurocrine Biosciences Inc | $94.8K | 0.0% | 668 |
| HONHoneywell International Inc | $94.3K | 0.0% | 447 |
| AYIAcuity Inc | $94.2K | 0.0% | 304 |
| OEFiShares S&P 100 Fund | $94K | 0.0% | 246 |
| SSNCSS&C Technologies Holdings Inc | $92.9K | 0.0% | 1,206 |
| PANWPalo Alto Networks Inc | $92.6K | 0.0% | 233 |
| HPQHP Inc | $92.3K | 0.0% | 2,952 |
| CORCEPT THERAPEUTICS INC | $92.2K | 0.0% | 800 |
| GTLBGitLab Inc | $92.1K | 0.0% | 1,949 |
| DUOLDuolingo Inc | $91.7K | 0.0% | 644 |
| BABoeing Co | $91.5K | 0.0% | 492 |
| RGLDRoyal Gold Inc | $91.3K | 0.0% | 387 |
| AWKAmerican Water Works Co Inc | $90.9K | 0.0% | 702 |
| CNH INDL N V | $90.7K | 0.0% | 7,060 |
| DUKDuke Energy Corp | $90.3K | 0.0% | 792 |
| CFGCitizens Financial Group Inc | $90.3K | 0.0% | 1,416 |
| EDConsolidated Edison Inc | $89.4K | 0.0% | 875 |
| IFFInternational Flavors & Fragrances Inc | $89.4K | 0.0% | 1,071 |
| MANManpowerGroup Inc | $88.7K | 0.0% | 1,596 |
| PBFPBF Energy Inc | $88.7K | 0.0% | 1,152 |
| NOWServiceNow Inc | $88.4K | 0.0% | 660 |
| CHEChemed Corp | $88.4K | 0.0% | 175 |
| JEFJefferies Financial Group Inc | $88.3K | 0.0% | 1,931 |
| AXIS CAP HLDGS LTD | $87.9K | 0.0% | 933 |
| PCGPG&E Corp | $87.6K | 0.0% | 7,153 |
| UNMUnum Group | $87.2K | 0.0% | 994 |
| SWKStanley Black & Decker Inc | $86.5K | 0.0% | 976 |
| DDOGDatadog Inc (Pre-Reincorporation) | $85.4K | 0.0% | 312 |
| VLOValero Energy Corp | $85.3K | 0.0% | 220 |
| CRWDCrowdStrike Holdings Inc | $84.7K | 0.0% | 320 |
| JAZZ PHARMACEUTICALS PLC | $84.5K | 0.0% | 365 |
| NVSNovartis AG | $84.3K | 0.0% | 591 |
| MSMorgan Stanley | $84.1K | 0.0% | 447 |
| KLICKulicke and Soffa Industries Inc | $84.1K | 0.0% | 892 |
| NTRSNorthern Trust Corp | $84K | 0.0% | 496 |
| FHNFirst Horizon Corp | $83.9K | 0.0% | 3,645 |
| NWGNatWest Group PLC | $83.8K | 0.0% | 4,619 |
| PINSPinterest Inc | $83.3K | 0.0% | 4,409 |
| BIIBBiogen Inc | $82.9K | 0.0% | 367 |
| RYRoyal Bank of Canada | $82.2K | 0.0% | 418 |
| MKTXMarketaxess Holdings Inc | $82K | 0.0% | 500 |
| EFXEquifax Inc | $81.9K | 0.0% | 597 |
| ARMKAramark | $81.8K | 0.0% | 1,528 |
| SMFGSumitomo Mitsui Financial Group, Inc | $81.8K | 0.0% | 3,156 |
| DDDupont De Nemours Inc | $81.7K | 0.0% | 629 |
| TJXTJX Companies Inc | $80.8K | 0.0% | 611 |
| FRTFederal Realty Investment Trust | $80.6K | 0.0% | 744 |
| MTZMasTec Inc | $80.1K | 0.0% | 375 |
| DECKDeckers Outdoor Corp | $80.1K | 0.0% | 1,025 |
| CAGConagra Brands Inc | $80K | 0.0% | 5,951 |
| BCSBarclays PLC | $80K | 0.0% | 3,295 |
| ABERCROMBIE & FITCH CO | $79.7K | 0.0% | 592 |
| GLDSPDR Gold Shares | $79.6K | 0.0% | 209 |
| SITESiteOne Landscape Supply Inc | $79.6K | 0.0% | 881 |
| ZBRAZebra Technologies Corp | $79.5K | 0.0% | 213 |
| FRESHWORKS INC | $79.4K | 0.0% | 6,209 |
| SYFSynchrony Financial | $79.1K | 0.0% | 1,114 |
| DHRDanaher Corp | $78.7K | 0.0% | 355 |
| DXCMDexcom Inc | $78.4K | 0.0% | 909 |
| CPAYCorpay Inc | $78.1K | 0.0% | 201 |
| ESSEssex Property Trust Inc | $77.6K | 0.0% | 288 |
| SRESempra | $77.6K | 0.0% | 995 |
| SCHDSchwab US Dividend Equity ETF | $76.9K | 0.0% | 2,365 |
| PPGPPG Industries Inc | $76.7K | 0.0% | 735 |
| SBACSBA Communications Corp | $76.5K | 0.0% | 478 |
| APTIV PLC | $76.4K | 0.0% | 1,775 |
| HRBH & R Block Inc | $76.1K | 0.0% | 1,864 |
| ADBEAdobe Inc | $76.1K | 0.0% | 317 |
| HOODRobinhood Markets Inc | $75.5K | 0.0% | 671 |
| ALLAllstate Corp | $74.5K | 0.0% | 336 |
| BRBroadridge Financial Solutions Inc | $74.1K | 0.0% | 460 |
| SCHWCharles Schwab Corp | $74K | 0.0% | 757 |
| EXCExelon Corp | $73.7K | 0.0% | 1,825 |
| UTHRUnited Therapeutics Corp | $73.7K | 0.0% | 136 |
| SJMJ.M. Smucker Co | $73.4K | 0.0% | 617 |
| STLDSteel Dynamics Inc | $73.4K | 0.0% | 331 |
| MTGMGIC Investment Corp | $72.6K | 0.0% | 2,809 |
| ULUnilever PLC | $72.3K | 0.0% | 1,191 |
| CBRECBRE Group Inc | $72.3K | 0.0% | 563 |
| ETSYETSY Inc | $72.2K | 0.0% | 1,010 |
| TWTradeweb Markets Inc | $72.1K | 0.0% | 715 |
| EVRGEvergy Inc | $71.7K | 0.0% | 914 |
| RPMRPM International Inc | $71.6K | 0.0% | 726 |
| RHIRobert Half Inc | $71.4K | 0.0% | 1,943 |
| IVWiShares S&P 500 Growth ETF | $71.3K | 0.0% | 501 |
| EVEREST GROUP LTD | $71.2K | 0.0% | 195 |
| MTArcelorMittal SA | $70.5K | 0.0% | 1,057 |
| MRVLMarvell Technology Inc | $70.5K | 0.0% | 267 |
| OHIOmega Healthcare Investors, Inc | $70.4K | 0.0% | 1,521 |
| MIDDMiddleby Corp | $70.4K | 0.0% | 680 |
| PBProsperity Bancshares, Inc | $70.3K | 0.0% | 1,062 |
| TCBITexas Capital Bancshares Inc | $70K | 0.0% | 752 |
| LITELumentum Holdings Inc | $69.9K | 0.0% | 72 |
| CHTRCharter Communications Inc | $69.9K | 0.0% | 630 |
| DARDarling Ingredients Inc | $69.8K | 0.0% | 1,150 |
| WWDWoodward Inc | $69.7K | 0.0% | 212 |
| PGRProgressive Corp | $69.7K | 0.0% | 336 |
| VALMONT INDS INC | $69.4K | 0.0% | 150 |
| WMBWilliams Companies Inc | $69.1K | 0.0% | 1,017 |
| INSMInsmed Inc | $68.9K | 0.0% | 604 |
| METMetLife Inc | $68.8K | 0.0% | 731 |
| XELXcel Energy Inc | $68.8K | 0.0% | 976 |
| GDDYGoDaddy Inc | $68.8K | 0.0% | 720 |
| TDToronto-Dominion Bank | $68.6K | 0.0% | 584 |
| VRTVertiv Holdings Co | $68.1K | 0.0% | 282 |
| GPCGenuine Parts Co | $67.8K | 0.0% | 539 |
| MASMasco Corp | $67.7K | 0.0% | 1,005 |
| KRKroger Co | $67.7K | 0.0% | 1,155 |
| PRUPrudential Financial Inc | $67.7K | 0.0% | 596 |
| HDViShares Core High Dividend ETF | $67.4K | 0.0% | 2,410 |
| FNBFNB Corp | $67.3K | 0.0% | 3,908 |
| ANAutoNation Inc | $66.9K | 0.0% | 425 |
| SHWSherwin-Williams Co | $66.6K | 0.0% | 206 |
| AKAMAkamai Technologies Inc | $66.6K | 0.0% | 626 |
| SPYState Street SPDR S&P 500 ETF Trust | $66.3K | 0.0% | 87 |
| BDXBecton Dickinson and Co | $65.7K | 0.0% | 367 |
| LDOSLeidos Holdings Inc | $65.5K | 0.0% | 538 |
| ASHLAND INC | $64.6K | 0.0% | 951 |
| SONYSony Group Corp | $64.5K | 0.0% | 2,742 |
| WELLWelltower Inc | $64.5K | 0.0% | 280 |
| CUBECubeSmart | $64.4K | 0.0% | 1,714 |
| KMIKinder Morgan Inc | $64.4K | 0.0% | 2,135 |
| KLACKLA Corp | $64.3K | 0.0% | 330 |
| CRWVCoreWeave Inc | $64.1K | 0.0% | 736 |
| NTAPNetApp Inc | $64.1K | 0.0% | 305 |
| CLHClean Harbors Inc | $63.9K | 0.0% | 206 |
| TAKTakeda Pharmaceutical Co Ltd | $63.8K | 0.0% | 3,506 |
| RNGRingCentral Inc | $63.5K | 0.0% | 850 |
| MAMastercard Inc | $63.4K | 0.0% | 115 |
| CTASCintas Corp | $63.4K | 0.0% | 325 |
| SKHYSK Hynix Inc | $63.2K | 0.0% | 343 |
| VLYValley National Bancorp | $62.9K | 0.0% | 4,984 |
| DTEDTE Energy Co | $62.8K | 0.0% | 516 |
| ATI INC | $62.1K | 0.0% | 328 |
| ZIONZions Bancorporation NA | $62.1K | 0.0% | 991 |
| CRUSCirrus Logic Inc | $61.2K | 0.0% | 510 |
| STTState Street Corp | $61.1K | 0.0% | 350 |
| ADPAutomatic Data Processing Inc | $60.9K | 0.0% | 236 |
| BKNGBooking Holdings Inc | $60.8K | 0.0% | 373 |
| QRVOQorvo Inc | $60.6K | 0.0% | 529 |
| ISHARES GOLD TRUST MICRO | $60.6K | 0.0% | 1,462 |
| SENSATA TECHNOLOGIES HLDG PL | $60.4K | 0.0% | 1,454 |
| RMBSRambus Inc | $60.2K | 0.0% | 564 |
| CSXCSX Corp | $60K | 0.0% | 1,291 |
| ALVAutoliv Inc | $59.6K | 0.0% | 533 |
| VPUVanguard Utilities ETF | $59.5K | 0.0% | 348 |
| STERIS PLC | $59.4K | 0.0% | 283 |
| NDSNNordson Corp | $59.3K | 0.0% | 181 |
| POPULAR INC | $59.2K | 0.0% | 381 |
| CMCSAComcast Corp | $58.9K | 0.0% | 2,707 |
| PAYCPaycom Software Inc | $58.5K | 0.0% | 269 |
| WMWaste Management Inc | $58.5K | 0.0% | 287 |
| GLWCorning Inc | $58.4K | 0.0% | 380 |
| WECWEC Energy Group Inc | $58.4K | 0.0% | 579 |
| GAPGap Inc | $58.2K | 0.0% | 2,550 |
| MSMMSC Industrial Direct Co Inc | $58.1K | 0.0% | 470 |
| NFGNational Fuel Gas Co | $57.7K | 0.0% | 761 |
| PKGPackaging Corp of America | $57.5K | 0.0% | 251 |
| BMRNBioMarin Pharmaceutical Inc | $57.4K | 0.0% | 957 |
| TENABLE HLDGS INC | $57.4K | 0.0% | 1,576 |
| PFGPrincipal Financial Group Inc | $57.1K | 0.0% | 510 |
| AMHAmerican Homes 4 Rent | $56.9K | 0.0% | 1,872 |
| ALGNAlign Technology Inc | $56.8K | 0.0% | 391 |
| ARCH CAP GROUP LTD | $56.8K | 0.0% | 615 |
| TREXTrex Company Inc | $56.6K | 0.0% | 1,299 |
| OGEOGE Energy Corp | $56.5K | 0.0% | 1,244 |
| COKECoca-Cola Consolidated Inc | $56.4K | 0.0% | 298 |
| EVERCORE INC | $56.4K | 0.0% | 219 |
| WSTWest Pharmaceutical Services Inc | $56.4K | 0.0% | 152 |
| KRCKilroy Realty Corp | $56.3K | 0.0% | 1,692 |
| WALWestern Alliance Bancorp | $56.3K | 0.0% | 749 |
| NYTNew York Times Co | $56.1K | 0.0% | 881 |
| CRSCarpenter Technology Corp | $56K | 0.0% | 144 |
| MDGLMadrigal Pharmaceuticals Inc | $55.9K | 0.0% | 111 |
| UNPUnion Pacific Corp | $55.8K | 0.0% | 205 |
| JBLJabil Inc | $55.1K | 0.0% | 192 |
| UGIUGI Corp | $55K | 0.0% | 1,542 |
| GGGGraco Inc | $54.9K | 0.0% | 714 |
| CINFCincinnati Financial Corp | $54.5K | 0.0% | 342 |
| CVLTCommvault Systems Inc | $54.4K | 0.0% | 363 |
| GENPACT LIMITED | $54.2K | 0.0% | 1,667 |
| CFCF Industries Holdings Inc | $54K | 0.0% | 469 |
| ORLYO'Reilly Automotive Inc | $53.9K | 0.0% | 631 |
| SWKSSkyworks Solutions Inc | $53.7K | 0.0% | 628 |
| SNASnap-On Inc | $53.4K | 0.0% | 147 |
| LYGLloyds Banking Group PLC | $53.4K | 0.0% | 9,478 |
| ALSNAllison Transmission Holdings, Inc. Common Stock | $53.1K | 0.0% | 469 |
| IJHiShares Core S&P Mid-Cap ETF | $52.6K | 0.0% | 731 |
| ALLEGION PLC | $52.6K | 0.0% | 342 |
| BMOBank of Montreal | $52.5K | 0.0% | 314 |
| TMOThermo Fisher Scientific Inc | $52K | 0.0% | 77 |
| ORIOld Republic International Corp | $51.9K | 0.0% | 1,390 |
| CMGChipotle Mexican Grill Inc | $51.8K | 0.0% | 1,622 |
| KINIKSA PHARMACEUTICALS INTL | $51.4K | 0.0% | 689 |
| CCICrown Castle Inc | $51.3K | 0.0% | 769 |
| BXBlackstone Inc | $51.2K | 0.0% | 457 |
| UBS GROUP AG | $51.1K | 0.0% | 1,061 |
| APPApplovin Corp | $50.8K | 0.0% | 175 |
| BBVABanco Bilbao Vizcaya Argentaria SA | $50.8K | 0.0% | 1,822 |
| WMGWarner Music Group Corp. - Class A Common Stock | $50.7K | 0.0% | 1,838 |
| EPREPR Properties | $50.5K | 0.0% | 899 |
Quarter ending 2026-09-30.
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