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XY Planning Network, Inc. Portfolio
$929.3M across 380 positions as of 2026-09-30, with 28% 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
+9.4%
-5.1% 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 | -0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.4% | -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 |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $49.9M | 5.4% | 133,353 |
| VOOVanguard S&P 500 ETF | $34.6M | 3.7% | 49,358 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $33.3M | 3.6% | 749,295 |
| VEAVanguard FTSE Developed Markets ETF | $31.9M | 3.4% | 452,099 |
| DIMENSIONAL ETF TRUST | $23.9M | 2.6% | 636,138 |
| DFCFDimensional Core Fixed Income ETF | $21.2M | 2.3% | 527,673 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $18.9M | 2.0% | 241,575 |
| VUGVanguard Growth ETF | $17.1M | 1.8% | 189,422 |
| BNDXVanguard Total International Bond ETF | $16.4M | 1.8% | 350,272 |
| DFAUDimensional US Core Equity Market ETF | $14.2M | 1.5% | 271,683 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $14.2M | 1.5% | 378,659 |
| XMHQInvesco S&P MidCap Quality ETF | $13.3M | 1.4% | 119,092 |
| VTVVanguard Value ETF | $12.8M | 1.4% | 59,089 |
| AVUSAvantis U.S. Equity ETF | $12.6M | 1.4% | 98,470 |
| IVViShares Core S&P 500 ETF | $12.5M | 1.3% | 16,308 |
| VXUSVanguard Total International Stock ETF | $12.5M | 1.3% | 146,603 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $12.4M | 1.3% | 250,390 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $12.3M | 1.3% | 455,858 |
| AVDVAvantis International Small Cap Value ETF | $12.3M | 1.3% | 112,267 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $11.7M | 1.3% | 130,578 |
| SPYState Street SPDR S&P 500 ETF Trust | $11.4M | 1.2% | 14,968 |
| DIMENSIONAL ETF TRUST | $11.3M | 1.2% | 136,487 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $10.9M | 1.2% | 173,467 |
| DIMENSIONAL ETF TRUST | $10.6M | 1.1% | 266,268 |
| AVEMAvantis Emerging Markets Equity ETF | $10M | 1.1% | 106,861 |
| VWOVanguard FTSE Emerging Markets ETF | $9.8M | 1.1% | 165,992 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $9.8M | 1.1% | 199,617 |
| SGOViShares 0-3 Month Treasury Bond ETF | $9.1M | 1.0% | 90,260 |
| DCORDimensional US Core Equity 1 ETF | $9.1M | 1.0% | 109,692 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $8M | 0.9% | 292,197 |
| AAPLApple Inc | $7.9M | 0.8% | 23,712 |
| VANGUARD MALVERN FDS | $7.8M | 0.8% | 105,729 |
| NVDANVIDIA Corp | $7.7M | 0.8% | 33,565 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $6.5M | 0.7% | 140,300 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $6.3M | 0.7% | 82,889 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $6.2M | 0.7% | 117,622 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $6.2M | 0.7% | 89,308 |
| VGSHVanguard Short-Term Treasury ETF | $6.2M | 0.7% | 107,371 |
| VTVanguard Total World Stock Index ETF | $6.1M | 0.7% | 38,589 |
| VCSHVanguard Short-Term Corporate Bond ETF | $6M | 0.7% | 78,222 |
| IVWiShares S&P 500 Growth ETF | $5.7M | 0.6% | 39,903 |
| SCHZSchwab US Aggregate Bond ETF | $5.4M | 0.6% | 242,594 |
| IUSBiShares Core Total USD Bond Market ETF | $5M | 0.5% | 114,223 |
| DFAIDimensional International Core Equity Market ETF | $4.9M | 0.5% | 117,936 |
| DFA INVT DIMENSIONS GROUP IN | $4.8M | 0.5% | 115,367 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $4.7M | 0.5% | 107,764 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $4.6M | 0.5% | 37,447 |
| HORIZON FDS | $4.6M | 0.5% | 230,152 |
| CRWDCrowdStrike Holdings Inc | $4.5M | 0.5% | 16,935 |
| MSFTMicrosoft Corp | $4.5M | 0.5% | 8,692 |
| SPHQInvesco S&P 500 Quality ETF | $4.5M | 0.5% | 53,007 |
| TIMOTHY PLAN | $4.3M | 0.5% | 117,022 |
| IVEiShares S&P 500 Value ETF | $4.2M | 0.5% | 18,382 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $4.1M | 0.4% | 111,577 |
| FLOTiShares Floating Rate Bond ETF | $4M | 0.4% | 78,425 |
| SCHFSchwab International Equity ETF | $3.9M | 0.4% | 143,164 |
| SCHDSchwab US Dividend Equity ETF | $3.8M | 0.4% | 115,302 |
| WISDOMTREE TR | $3.6M | 0.4% | 19,958 |
| REETiShares Trust iShares Global REIT ETF | $3.6M | 0.4% | 139,327 |
| BSVVanguard Short-Term Bond ETF | $3.5M | 0.4% | 45,849 |
| AVUVAvantis U.S. Small Cap Value ETF | $3.5M | 0.4% | 29,370 |
| BLACKROCK ETF TRUST | $3.4M | 0.4% | 94,267 |
| VANGUARD BD INDEX FDS | $3.4M | 0.4% | 68,716 |
| NORTHERN LTS FD TR IV | $3.4M | 0.4% | 12,482 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $3.3M | 0.4% | 33,379 |
| DFAEDimensional Emerging Core Equity Market ETF | $3.3M | 0.4% | 83,926 |
| QQQInvesco QQQ Trust, Series 1 | $3.3M | 0.4% | 4,431 |
| ANGEL OAK FUNDS TRUST | $3.2M | 0.3% | 62,946 |
| DIMENSIONAL ETF TRUST | $3.1M | 0.3% | 60,297 |
| GOOGAlphabet Inc | $3M | 0.3% | 8,911 |
| AMZNAmazon.com Inc | $2.9M | 0.3% | 11,740 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $2.9M | 0.3% | 121,380 |
| ESGVVanguard ESG U.S. Stock ETF | $2.9M | 0.3% | 21,167 |
| IUSViShares Core S&P U.S. Value ETF | $2.8M | 0.3% | 25,481 |
| VBRVanguard Small-Cap Value ETF | $2.8M | 0.3% | 11,989 |
| DFATDimensional U.S. Targeted Value ETF | $2.8M | 0.3% | 41,525 |
| VBKVanguard Small-Cap Growth ETF | $2.6M | 0.3% | 7,784 |
| USMViShares MSCI USA Min Vol Factor ETF | $2.6M | 0.3% | 26,604 |
| MUBiShares National Muni Bond ETF | $2.6M | 0.3% | 25,598 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2.5M | 0.3% | 15,307 |
| BAIiShares A.I. Innovation and Tech Active ETF | $2.5M | 0.3% | 53,659 |
| IJHiShares Core S&P Mid-Cap ETF | $2.5M | 0.3% | 35,136 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $2.4M | 0.3% | 47,586 |
| ISHARES INC | $2.4M | 0.3% | 21,504 |
| TIMOTHY PLAN | $2.4M | 0.3% | 53,367 |
| FBNDFidelity Total Bond ETF | $2.3M | 0.2% | 52,754 |
| DIMENSIONAL ETF TRUST | $2.2M | 0.2% | 48,690 |
| NUSHARES ETF TR | $2.2M | 0.2% | 105,673 |
| ESGEiShares ESG Aware MSCI EM ETF | $2.2M | 0.2% | 41,265 |
| CMECME Group Inc | $2.2M | 0.2% | 8,485 |
| BLACKROCK ETF TRUST | $2.1M | 0.2% | 43,689 |
| DIMENSIONAL ETF TRUST | $2.1M | 0.2% | 45,144 |
| MOATVanEck Morningstar Wide Moat ETF | $2.1M | 0.2% | 20,138 |
| IJRiShares Core S&P Small-Cap ETF | $2.1M | 0.2% | 15,573 |
| NUSHARES ETF TR | $2M | 0.2% | 42,025 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $2M | 0.2% | 42,423 |
| XOMExxonmobil Holdings Corp | $1.9M | 0.2% | 11,931 |
| JCPBJPMorgan Core Plus Bond ETF | $1.9M | 0.2% | 43,034 |
| HORIZON FDS | $1.9M | 0.2% | 208,586 |
| BNDVanguard Total Bond Market ETF | $1.9M | 0.2% | 26,925 |
| JNJJohnson & Johnson | $1.8M | 0.2% | 6,932 |
| DIMENSIONAL ETF TRUST | $1.8M | 0.2% | 45,795 |
| VGTVanguard Information Tech ETF | $1.8M | 0.2% | 14,211 |
| DIMENSIONAL ETF TRUST | $1.8M | 0.2% | 32,357 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $1.8M | 0.2% | 20,946 |
| ACWViShares MSCI Global Min Vol Factor ETF | $1.8M | 0.2% | 14,447 |
| NULGNuveen ESG Large-Cap Growth ETF | $1.8M | 0.2% | 15,571 |
| DFIVDimensional International Value ETF | $1.8M | 0.2% | 31,551 |
| GOOGLAlphabet Inc | $1.7M | 0.2% | 5,059 |
| AVGOBroadcom Inc | $1.7M | 0.2% | 4,935 |
| BRK.BBerkshire Hathaway Inc | $1.7M | 0.2% | 3,362 |
| SCHASchwab U.S. Small-Cap ETF | $1.6M | 0.2% | 50,014 |
| EA SERIES TRUST | $1.6M | 0.2% | 64,247 |
| BLACKROCK ETF TRUST | $1.6M | 0.2% | 52,195 |
| IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $1.6M | 0.2% | 29,939 |
| SUBiShares Short-Term National Muni Bond ETF | $1.6M | 0.2% | 14,853 |
| GOVTiShares U.S. Treasury Bond ETF | $1.6M | 0.2% | 70,941 |
| THROiShares U.S. Thematic Rotation Active ETF | $1.5M | 0.2% | 34,874 |
| FIS TR | $1.5M | 0.2% | 40,686 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.5M | 0.2% | 18,574 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $1.4M | 0.2% | 59,060 |
| DIMENSIONAL ETF TRUST | $1.4M | 0.2% | 31,763 |
| IEFAiShares Core MSCI EAFE ETF | $1.4M | 0.2% | 14,764 |
| SPDR INDEX SHS FDS | $1.4M | 0.2% | 16,195 |
| CRMSalesforce Inc | $1.4M | 0.1% | 6,022 |
| VOEVanguard Mid-Cap Value ETF | $1.4M | 0.1% | 6,962 |
| JPMJPMorgan Chase & Co | $1.3M | 0.1% | 4,076 |
| USFRWISDOMTREE TR | $1.3M | 0.1% | 26,630 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $1.3M | 0.1% | 36,771 |
| FLMIFranklin Dynamic Municipal Bond ETF | $1.3M | 0.1% | 56,381 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $1.3M | 0.1% | 36,468 |
| WMTWalmart Inc | $1.3M | 0.1% | 12,350 |
| EA SERIES TRUST | $1.3M | 0.1% | 21,693 |
| SHLDGlobal X Defense Tech ETF | $1.2M | 0.1% | 20,690 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.2M | 0.1% | 5,970 |
| INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.1% | 63,340 |
| GLDMSPDR Gold MiniShares Trust | $1.2M | 0.1% | 15,054 |
| INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.1% | 61,431 |
| VANGUARD MALVERN FDS | $1.2M | 0.1% | 16,697 |
| METAMeta Platforms Inc | $1.2M | 0.1% | 1,650 |
| EA SERIES TRUST | $1.2M | 0.1% | 16,591 |
| BONDBLOXX ETF TRUST | $1.2M | 0.1% | 27,440 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $1.2M | 0.1% | 22,312 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $1.2M | 0.1% | 11,178 |
| XLVState Street Health Care Select Sector SPDR ETF | $1.1M | 0.1% | 6,786 |
| DIMENSIONAL ETF TRUST | $1.1M | 0.1% | 14,742 |
| XSOEWISDOMTREE TR | $1.1M | 0.1% | 23,168 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $1.1M | 0.1% | 55,506 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.1M | 0.1% | 11,510 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $1M | 0.1% | 10,519 |
| SPDR SERIES TRUST | $1M | 0.1% | 9,743 |
| VYMVanguard High Dividend Yield ETF | $1M | 0.1% | 6,477 |
| JEPIJPMorgan Equity Premium Income ETF | $996.8K | 0.1% | 17,730 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $991.6K | 0.1% | 34,586 |
| NUSHARES ETF TR | $989K | 0.1% | 18,784 |
| J P MORGAN EXCHANGE TRADED F | $984.3K | 0.1% | 21,077 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $983.4K | 0.1% | 38,733 |
| BLACKROCK ETF TRUST II | $976K | 0.1% | 19,481 |
| ISHARES TR | $975.8K | 0.1% | 39,096 |
| VVisa Inc | $973.8K | 0.1% | 2,710 |
| STIPiShares 0-5 Year TIPS Bond ETF | $962.7K | 0.1% | 9,656 |
| ESGUiShares ESG Aware MSCI USA ETF | $939.9K | 0.1% | 5,635 |
| CATCaterpillar Inc | $930K | 0.1% | 1,147 |
| CBOECboe Global Markets Inc | $915.6K | 0.1% | 3,326 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $906.8K | 0.1% | 9,018 |
| SCHRSchwab Intermediate-Term U.S. Treasury ETF | $902.1K | 0.1% | 38,064 |
| CVXChevron Corp | $885.7K | 0.1% | 4,337 |
| MUMicron Technology Inc | $881.9K | 0.1% | 828 |
| ISHARES TR | $879.9K | 0.1% | 19,779 |
| ISHARES TR | $868.2K | 0.1% | 35,994 |
| ISHARES TR | $853.2K | 0.1% | 35,199 |
| VVVanguard Large-Cap ETF | $850.8K | 0.1% | 2,418 |
| LLYEli Lilly and Co | $844.8K | 0.1% | 730 |
| UNHUnitedHealth Group Inc | $836K | 0.1% | 2,277 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $834.5K | 0.1% | 9,593 |
| VBVanguard Small-Cap ETF | $830.4K | 0.1% | 2,919 |
| XLGInvesco S&P 500 Top 50 ETF | $827.3K | 0.1% | 13,005 |
| AVIGAvantis Core Fixed Income ETF | $821.4K | 0.1% | 20,852 |
| SHYiShares 1-3 Year Treasury Bond ETF | $815.2K | 0.1% | 10,040 |
| INNOVATOR ETFS TRUST | $805K | 0.1% | 20,667 |
| VONGVanguard Russell 1000 Growth ETF | $798.6K | 0.1% | 6,194 |
| BIBLInspire 100 ETF | $797.4K | 0.1% | 14,750 |
| JPSTJPMorgan Ultra-Short Income ETF | $796K | 0.1% | 15,802 |
| GOLDMAN SACHS ETF TR | $791.2K | 0.1% | 15,767 |
| MOAltria Group Inc | $790.4K | 0.1% | 11,738 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $788.8K | 0.1% | 15,602 |
| DUKDuke Energy Corp | $784K | 0.1% | 6,877 |
| PMPhilip Morris International Inc | $776.4K | 0.1% | 4,069 |
| IEFiShares 7-10 Year Treasury Bond ETF | $768.2K | 0.1% | 8,601 |
| INVESCO EXCH TRD SLF IDX FD | $764.3K | 0.1% | 41,996 |
| WISDOMTREE TR | $760K | 0.1% | 11,066 |
| VEUVanguard FTSE All World Ex US ETF | $755.1K | 0.1% | 9,101 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.1% | 1 |
| SPDR SERIES TRUST | $742.9K | 0.1% | 12,153 |
| HDHome Depot Inc | $736.8K | 0.1% | 2,590 |
| EA SERIES TRUST | $730.1K | 0.1% | 8,063 |
| DIMENSIONAL ETF TRUST | $727.1K | 0.1% | 21,581 |
| IYWiShares U.S. Technology ETF | $722.6K | 0.1% | 2,728 |
| TSLATesla Inc | $721.3K | 0.1% | 2,033 |
| FIDELITY COVINGTON TRUST | $692.4K | 0.1% | 11,401 |
| AVESAvantis Emerging Markets Value ETF | $686.6K | 0.1% | 10,542 |
| DIMENSIONAL ETF TRUST | $679K | 0.1% | 13,082 |
| GOLDMAN SACHS ETF TR | $677.1K | 0.1% | 13,418 |
| IWPiShares Russell Midcap Growth ETF | $675.3K | 0.1% | 4,905 |
| SCHXSchwab U.S. Large-Cap ETF | $657.7K | 0.1% | 21,922 |
| IGSBISHARES TR | $654K | 0.1% | 12,766 |
| DIMENSIONAL ETF TRUST | $649.1K | 0.1% | 13,424 |
| DGROiShares Core Dividend Growth ETF | $640K | 0.1% | 8,489 |
| PGProcter & Gamble Co | $621.4K | 0.1% | 4,277 |
| PTLCPACER FDS TR | $618.7K | 0.1% | 10,397 |
| EA SERIES TRUST | $613.5K | 0.1% | 8,770 |
| VMBSVanguard Mortgage Backed Security | $612.6K | 0.1% | 13,794 |
| IDViShares International Select Dividend ETF | $598.9K | 0.1% | 14,195 |
| SSGA ACTIVE ETF TR | $583.3K | 0.1% | 16,119 |
| JPIEJPMorgan Income ETF | $582.3K | 0.1% | 12,973 |
| EA SERIES TRUST | $574.6K | 0.1% | 14,244 |
| AGGiShares Core U.S. Aggregate Bond ETF | $572.7K | 0.1% | 6,058 |
| ABRDN PRECIOUS METALS BASKET | $569.5K | 0.1% | 3,057 |
| EA SERIES TRUST | $567.3K | 0.1% | 15,732 |
| WTVWisdomTree U.S. Value Fund | $566.7K | 0.1% | 5,532 |
| SCHVSchwab U.S. Large-Cap Value ETF | $566K | 0.1% | 16,991 |
| STRATEGY SHS | $545K | 0.1% | 18,016 |
| VSGXVanguard ESG International Stock ETF | $545K | 0.1% | 6,722 |
| IM GLOBAL PARTNER FUNDS | $541.9K | 0.1% | 16,659 |
| BGRNiShares USD Green Bond ETF | $541.3K | 0.1% | 11,866 |
| NEARiShares Short Duration Bond Active ETF | $536.9K | 0.1% | 10,768 |
| EAGGiShares ESG Aware U.S. Aggregate Bond ETF | $530.5K | 0.1% | 11,723 |
| WFCWells Fargo & Co | $530.1K | 0.1% | 6,622 |
| AMDAdvanced Micro Devices Inc | $529.8K | 0.1% | 866 |
| INVESCO EXCH TRD SLF IDX FD | $515.8K | 0.1% | 31,959 |
| DEDeere & Co | $513.8K | 0.1% | 765 |
| TRUST FOR PROFESSIONAL MANAG | $512.7K | 0.1% | 15,075 |
| BSCVINVESCO EXCH TRD SLF IDX FD | $512.6K | 0.1% | 32,504 |
| CGGRCapital Group Growth ETF | $506.1K | 0.1% | 10,670 |
| MGKVanguard Mega Cap Growth ETF | $503.1K | 0.1% | 5,430 |
| ISHARES TR | $497K | 0.1% | 21,904 |
| MRKMerck & Co Inc | $497K | 0.1% | 3,420 |
| LRCXLam Research Corp | $492.8K | 0.1% | 1,500 |
| SCHESchwab Emerging Markets Equity ETF | $491.9K | 0.1% | 13,495 |
| UNPUnion Pacific Corp | $486.8K | 0.1% | 1,789 |
| ABBVAbbVie Inc | $482.9K | 0.1% | 1,846 |
| MCDMcDonald's Corp | $476.9K | 0.1% | 2,065 |
| QUALiShares MSCI USA Quality Factor ETF | $476.3K | 0.1% | 2,143 |
| BNY MELLON ETF TRUST | $474.1K | 0.1% | 14,190 |
| MSMorgan Stanley | $472.6K | 0.1% | 2,513 |
| TLHiShares 10-20 Year Treasury Bond ETF | $471.6K | 0.1% | 5,117 |
| WISDOMTREE TR | $471.3K | 0.1% | 7,396 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $471K | 0.1% | 8,313 |
| CGXUCapital Group International Focus Equity ETF | $466.5K | 0.1% | 13,604 |
| SCHHSchwab U.S. REIT ETF | $466K | 0.1% | 21,142 |
| BINCiShares Flexible Income Active ETF | $465.1K | 0.1% | 9,158 |
| WISDOMTREE TR | $461.3K | 0.0% | 17,315 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $460.5K | 0.0% | 21,697 |
| ISHARES TR | $459.7K | 0.0% | 23,612 |
| ISHARES TR | $458.3K | 0.0% | 24,132 |
| ISHARES TR | $455.7K | 0.0% | 20,965 |
| KOCoca-Cola Co | $455.1K | 0.0% | 5,287 |
| SIMPLIFY EXCHANGE TRADED FUN | $448.2K | 0.0% | 15,542 |
| BIVVanguard Intermediate-Term Bond ETF | $448.1K | 0.0% | 6,150 |
| IWBiShares Russell 1000 ETF | $447.3K | 0.0% | 1,075 |
| CSCOCisco Systems Inc | $447.2K | 0.0% | 4,155 |
| AMERICAN CENTY ETF TR | $446.8K | 0.0% | 5,380 |
| DELLDell Technologies Inc | $445.7K | 0.0% | 829 |
| VOVanguard Mid-Cap ETF | $443.9K | 0.0% | 5,660 |
| IWSiShares Russell Mid-cap Value ETF | $443.5K | 0.0% | 2,759 |
| VIGVanguard Div Appreciation ETF | $441.9K | 0.0% | 1,894 |
| ORCLOracle Corp | $429.3K | 0.0% | 3,127 |
| VRTXVertex Pharmaceuticals Inc | $428.7K | 0.0% | 820 |
| EFViShares MSCI EAFE Value ETF | $425.9K | 0.0% | 5,381 |
| VWOBVanguard Emerging Markets Government Bond ETF | $424.7K | 0.0% | 6,727 |
| AMERICAN CENTY ETF TR | $423.4K | 0.0% | 4,305 |
| EFAiShares MSCI EAFE ETF | $420K | 0.0% | 4,042 |
| EFGiShares MSCI EAFE Growth ETF | $419.6K | 0.0% | 3,502 |
| COSTCostco Wholesale Corp | $417.9K | 0.0% | 459 |
| BACBank of America Corp | $417.2K | 0.0% | 7,665 |
| JAAAJanus Henderson AAA CLO ETF | $417.1K | 0.0% | 8,264 |
| FTECFIDELITY COVINGTON TRUST | $401.9K | 0.0% | 1,339 |
| VYMIVanguard International High Dividend Yield ETF | $396.6K | 0.0% | 3,922 |
| IBITiShares Bitcoin Trust ETF | $394.3K | 0.0% | 8,330 |
| GLDSPDR Gold Shares | $390K | 0.0% | 1,024 |
| PEPPepsiCo Inc | $385.9K | 0.0% | 3,045 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $378.3K | 0.0% | 4,694 |
| VTEBVanguard Tax-Exempt Bond ETF | $375.9K | 0.0% | 7,938 |
| SCHWAB STRATEGIC TR | $371K | 0.0% | 10,904 |
| APHAmphenol Corp | $369.2K | 0.0% | 4,379 |
| EA SERIES TRUST | $362.4K | 0.0% | 6,605 |
| FNDFSchwab Fundamental International Equity ETF | $361.7K | 0.0% | 6,730 |
| JBNDJPMorgan Active Bond ETF | $361.7K | 0.0% | 7,075 |
| TGRWT. Rowe Price Growth Stock ETF | $359.9K | 0.0% | 7,428 |
| JMUBJPMorgan Municipal ETF | $358K | 0.0% | 7,523 |
| SPDR INDEX SHS FDS | $357.7K | 0.0% | 8,907 |
| VNQVanguard Real Estate ETF | $350.8K | 0.0% | 3,914 |
| MDYSPDR MidCap Trust Series I | $350K | 0.0% | 533 |
| DIMENSIONAL ETF TRUST | $349.5K | 0.0% | 7,053 |
| ETF SER SOLUTIONS | $349K | 0.0% | 7,437 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $346.6K | 0.0% | 15,820 |
| IWYiShares Russell Top 200 Growth ETF | $346.5K | 0.0% | 1,175 |
| ISHARES TR | $346.3K | 0.0% | 16,381 |
| AXPAmerican Express Co | $345.2K | 0.0% | 1,135 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $344.8K | 0.0% | 15,449 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $344.1K | 0.0% | 15,680 |
| BBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF | $338.9K | 0.0% | 7,732 |
| AVDEAvantis International Equity ETF | $334.1K | 0.0% | 3,707 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $334K | 0.0% | 4,276 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $333.3K | 0.0% | 3,621 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $331K | 0.0% | 2,132 |
| SSGA ACTIVE TR | $330.2K | 0.0% | 7,126 |
| DFGXDimensional Global ex US Core Fixed Income ETF | $329.1K | 0.0% | 6,436 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $328.9K | 0.0% | 3,503 |
| DIMENSIONAL ETF TRUST | $327.2K | 0.0% | 3,975 |
| QCOMQualcomm Inc | $326.6K | 0.0% | 1,775 |
| HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $325.6K | 0.0% | 13,874 |
| SPDR SERIES TRUST | $323.9K | 0.0% | 3,171 |
| INTCIntel Corp | $318.1K | 0.0% | 2,646 |
| MCKMcKesson Corp | $312K | 0.0% | 365 |
| HBANHuntington Bancshares Inc | $311.7K | 0.0% | 20,425 |
| MAMastercard Inc | $311.6K | 0.0% | 565 |
| XLUState Street Utilities Select Sector SPDR ETF | $311.1K | 0.0% | 7,887 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $308.4K | 0.0% | 676 |
| VANGUARD INSTL INDEX FD | $304K | 0.0% | 4,015 |
| THORNBURG ETF TR | $302.7K | 0.0% | 8,717 |
| PVALPutnam Focused Large Cap Value ETF | $301.1K | 0.0% | 5,722 |
| PLTRPalantir Technologies Inc | $298.2K | 0.0% | 1,594 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $297.9K | 0.0% | 13,186 |
| NOWServiceNow Inc | $297.5K | 0.0% | 2,220 |
| JIREJ.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF | $296.6K | 0.0% | 3,610 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $292.4K | 0.0% | 12,779 |
| AMERICAN CENTY ETF TR | $287.4K | 0.0% | 3,184 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $286.7K | 0.0% | 5,711 |
| VXFVanguard Extended Market ETF | $285.4K | 0.0% | 1,232 |
| VANGUARD WORLD FD | $280.2K | 0.0% | 4,704 |
| FIRST TR EXCHNG TRADED FD VI | $278.8K | 0.0% | 6,257 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $278.4K | 0.0% | 6,930 |
| VANGUARD MUN BD FDS | $275.7K | 0.0% | 3,706 |
| VANGUARD CALIF TAX FREE FDS | $275.6K | 0.0% | 2,923 |
| ETF SER SOLUTIONS | $272.7K | 0.0% | 9,974 |
| TFCTruist Financial Corp | $269.4K | 0.0% | 5,819 |
| MTUMiShares MSCI USA Momentum Factor ETF | $268K | 0.0% | 844 |
| DFARDimensional US Real Estate ETF | $261.4K | 0.0% | 10,819 |
| BLACKROCK ETF TRUST | $259.6K | 0.0% | 8,314 |
| NFLXNetflix Inc | $257.4K | 0.0% | 3,700 |
| VONVVanguard Russell 1000 Value ETF | $256.9K | 0.0% | 2,363 |
| FITBFifth Third Bancorp | $254.9K | 0.0% | 5,040 |
| GEVGE Vernova Inc | $254.7K | 0.0% | 268 |
| TMOThermo Fisher Scientific Inc | $254.5K | 0.0% | 377 |
| OXYOccidental Petroleum Corp | $252.3K | 0.0% | 4,560 |
| VZVerizon Communications Inc | $250.6K | 0.0% | 5,464 |
| OAIMOneAscent International Equity ETF | $249.2K | 0.0% | 5,215 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $248.2K | 0.0% | 2,320 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $247.3K | 0.0% | 2,722 |
| BLACKROCK ETF TRUST | $245.5K | 0.0% | 6,670 |
| IWDiShares Russell 1000 Value ETF | $243K | 0.0% | 980 |
| RTXRTX Corp | $242.7K | 0.0% | 1,307 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $236.2K | 0.0% | 9,904 |
| PIMCO ETF TR | $235K | 0.0% | 2,497 |
| INFLHorizon Kinetics Inflation Beneficiaries ETF | $234.9K | 0.0% | 4,685 |
| HARTFORD FDS EXCHANGE TRADED | $233.2K | 0.0% | 6,329 |
| ASML HLDG NV | $224.6K | 0.0% | 124 |
| BPBP PLC | $220.6K | 0.0% | 5,014 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $219K | 0.0% | 4,211 |
| GSSCGOLDMAN SACHS ETF TR | $217.9K | 0.0% | 2,541 |
| LMTLockheed Martin Corp | $217.4K | 0.0% | 427 |
| SPMOInvesco S&P 500 Momentum ETF | $216.6K | 0.0% | 1,429 |
| XLEState Street Energy Select Sector SPDR ETF | $214.5K | 0.0% | 3,488 |
| SPDR INDEX SHS FDS | $214.5K | 0.0% | 2,560 |
| QQQMInvesco NASDAQ 100 ETF | $213.2K | 0.0% | 700 |
| AMATApplied Materials Inc | $211.4K | 0.0% | 413 |
| CGDVCapital Group Dividend Value ETF | $210.5K | 0.0% | 4,310 |
| AVLVAvantis U.S. Large Cap Value ETF | $209K | 0.0% | 2,311 |
| VOTVanguard Mid-Cap Growth ETF | $208.3K | 0.0% | 713 |
| GSGoldman Sachs Group Inc | $207.8K | 0.0% | 231 |
| ABTAbbott Laboratories | $207.5K | 0.0% | 2,100 |
| GEGeneral Electric Co | $207.1K | 0.0% | 663 |
| ISHARES TR | $204.9K | 0.0% | 4,055 |
| BLVVanguard Long-Term Bond ETF | $204.5K | 0.0% | 3,260 |
| URIUnited Rentals Inc | $204.2K | 0.0% | 204 |
| BLKBlackRock Inc | $203.8K | 0.0% | 193 |
| INNOVATOR ETFS TRUST | $202K | 0.0% | 3,833 |
| XELXcel Energy Inc | $201.4K | 0.0% | 2,857 |
| GILDGilead Sciences, Inc | $200.8K | 0.0% | 1,347 |
Quarter ending 2026-09-30.
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