Compound Planning, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 19, 2026, for the 2025 Q4 period, Compound Planning, Inc. held in its portfolio 500 assets valued at $3,409,618,832 (i.e. $3.41B).
The most valuable assets in the portfolio included: APPLE INC ($127.71M), ISHARES TR ($95.36M), and VANGUARD TAX-MANAGED FDS ($75.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Compound Planning, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 469753 | 127707072 | COM |
| ISHARES TR | 139219 | 95356763 | CORE S&P500 ETF |
| VANGUARD TAX-MANAGED FDS | 1214523 | 75871253 | VAN FTSE DEV MKT |
| ISHARES TR | 2005671 | 75714068 | INTL EQTY FACTOR |
| ALPHABET INC | 238966 | 74987422 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 2097817 | 68430804 | US LCAP GR ETF |
| NVIDIA CORPORATION | 359109 | 66973834 | COM |
| ROBINHOOD MKTS INC | 591675 | 66918443 | COM CL A |
| SCHWAB STRATEGIC TR | 2093243 | 61980943 | US LCAP VA ETF |
| COINBASE GLOBAL INC | 269416 | 60925631 | COM CL A |
| MICROSOFT CORP | 123045 | 59507344 | COM |
| VANGUARD BD INDEX FDS | 764845 | 56652077 | TOTAL BND MRKT |
| ISHARES TR | 797455 | 55367317 | U S EQUITY FACTR |
| AMAZON COM INC | 233958 | 54002097 | COM |
| VANGUARD INDEX FDS | 84447 | 52959253 | S&P 500 ETF SHS |
| ALPHABET INC | 155130 | 48555778 | CAP STK CL A |
| META PLATFORMS INC | 72515 | 47866220 | CL A |
| VANGUARD INTL EQUITY INDEX F | 831788 | 44716933 | FTSE EMR MKT ETF |
| BROADCOM INC | 126482 | 43775349 | COM |
| VANGUARD INDEX FDS | 154846 | 39942627 | SMALL CP ETF |
| ETFIS SER TR I | 1651329 | 38046622 | VIRTUS NEWFLEET |
| SPDR S&P 500 ETF TR | 55110 | 37580894 | TR UNIT |
| VANGUARD INDEX FDS | 76108 | 37129916 | GROWTH ETF |
| FIGMA INC | 911342 | 34056850 | CLASS A COM STK |
| BERKSHIRE HATHAWAY INC DEL | 63162 | 31748148 | CL B NEW |
| BLACKROCK ETF TRUST II | 578922 | 30549723 | ISHARES FLEXIBLE |
| AMERICAN CENTY ETF TR | 369300 | 28443465 | AVANTIS EMGMKT |
| ISHARES TR | 271627 | 27130131 | CORE US AGGBD ET |
| VANGUARD INDEX FDS | 80576 | 27014622 | TOTAL STK MKT |
| ISHARES TR | 573997 | 26713814 | CORE UNIVRSL USD |
| ISHARES TR | 133646 | 26686353 | U.S. TECH ETF |
| JPMORGAN CHASE & CO. | 79859 | 25732113 | COM |
| VANGUARD INDEX FDS | 127779 | 24404469 | VALUE ETF |
| SPDR SERIES TRUST | 443080 | 23187183 | STATE STREET SPD |
| TESLA INC | 50757 | 22826743 | COM |
| CAMBRIA ETF TR | 277809 | 19313314 | SHSHLD YIELD ETF |
| ISHARES TR | 209568 | 18747900 | CORE MSCI EAFE |
| VANGUARD MUN BD FDS | 367123 | 18462583 | TAX EXEMPT BD |
| ISHARES TR | 337560 | 17762383 | US INFRASTRUC |
| PACER FDS TR | 290230 | 17463148 | US CASH COWS 100 |
| INVESCO QQQ TR | 28243 | 17350367 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 657681 | 17250986 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 713934 | 17162952 | INTL EQTY ETF |
| THOR FINL TECHNOLOGIES TR | 533528 | 15937162 | EQUAL WEIGHT LOW |
| COHEN & STEERS ETF TRUST | 601549 | 15347929 | REAL ESTATE ACTI |
| PALANTIR TECHNOLOGIES INC | 85317 | 15165149 | CL A |
| DOUBLELINE ETF TRUST | 272928 | 13552263 | MORTGAGE ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 43507 | 13221249 | SPONSORED ADS |
| ISHARES TR | 228037 | 12286609 | ISHS 5-10YR INVT |
| JOHNSON & JOHNSON | 59221 | 12255794 | COM |
| VANGUARD INDEX FDS | 42035 | 12199567 | MID CAP ETF |
| ISHARES TR | 25745 | 12184909 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 57018 | 12075914 | SM CP VAL ETF |
| ELI LILLY & CO | 10229 | 10992798 | COM |
| ETF OPPORTUNITIES TRUST | 472896 | 10909707 | IDX DYNAMIC FIXE |
| ISHARES TR | 43256 | 10647848 | RUSSELL 2000 ETF |
| ISHARES GOLD TR | 128357 | 10418722 | ISHARES NEW |
| CATERPILLAR INC | 18177 | 10413033 | COM |
| ISHARES TR | 85815 | 10313235 | CORE S&P SCP ETF |
| VANGUARD INDEX FDS | 34074 | 10294204 | SML CP GRW ETF |
| INTERNATIONAL BUSINESS MACHS | 34236 | 10141002 | COM |
| ABBVIE INC | 44341 | 10131543 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 371201 | 10118935 | MANAGED FUTURES |
| WALMART INC | 89819 | 10006753 | COM |
| ISHARES TR | 184716 | 9767796 | ISHS 1-5YR INVS |
| BANK AMERICA CORP | 176261 | 9694336 | COM |
| AMERICAN CENTY ETF TR | 92176 | 9400109 | US SML CP VALU |
| HARBOR ETF TRUST | 373092 | 9260136 | HARBOR COMMODITY |
| DIMENSIONAL ETF TRUST | 183763 | 9169743 | INTERNATNAL VAL |
| MASTERCARD INCORPORATED | 15620 | 8917367 | CL A |
| EXXON MOBIL CORP | 73531 | 8848634 | COM |
| PIMCO ETF TR | 87883 | 8818224 | ENHAN SHRT MA AC |
| VANGUARD CHARLOTTE FDS | 181000 | 8745926 | TOTAL INT BD ETF |
| DIMENSIONAL ETF TRUST | 185504 | 8642633 | US MKTWIDE VALUE |
| NETFLIX INC | 91650 | 8593181 | COM |
| COSTCO WHSL CORP NEW | 9732 | 8392130 | COM |
| ADVANCED MICRO DEVICES INC | 38030 | 8144606 | COM |
| ISHARES TR | 141106 | 8037390 | CRE U S REIT ETF |
| SCHWAB STRATEGIC TR | 289463 | 7939959 | US DIVIDEND EQ |
| ISHARES TR | 71345 | 7861462 | IBOXX INV CP ETF |
| NEOS ETF TRUST | 157316 | 7823301 | NEOS ENH INC 1-3 |
| VISA INC | 22122 | 7758439 | COM CL A |
| ISHARES TR | 54289 | 7663478 | S&P SML 600 GWT |
| GOLDMAN SACHS GROUP INC | 8578 | 7540190 | COM |
| GE AEROSPACE | 23811 | 7334569 | COM NEW |
| SELECT SECTOR SPDR TR | 49473 | 7122571 | STATE STREET TEC |
| ISHARES TR | 138733 | 7055972 | FLTG RATE NT ETF |
| WISDOMTREE TR | 85401 | 6918343 | INTL SMCAP DIV |
| NEXTERA ENERGY INC | 84945 | 6819421 | COM |
| ISHARES TR | 70866 | 6805199 | MSCI EAFE ETF |
| MERCK & CO INC | 62935 | 6624591 | COM |
| ISHARES TR | 60117 | 6439085 | NATIONAL MUN ETF |
| THERMO FISHER SCIENTIFIC INC | 11065 | 6412068 | COM |
| CHEVRON CORP NEW | 41909 | 6387296 | COM |
| COREWEAVE INC | 87077 | 6235584 | COM CL A |
| ISHARES TR | 63235 | 6080683 | 7-10 YR TRSY BD |
| ISHARES TR | 67841 | 5912991 | 20 YR TR BD ETF |
| ISHARES TR | 29629 | 5884895 | MSCI USA QLT FCT |
| HSBC HLDGS PLC | 74634 | 5871467 | SPON ADR NEW |
| VANGUARD INDEX FDS | 18500 | 5823819 | LARGE CAP ETF |
| VANGUARD BD INDEX FDS | 73608 | 5801055 | SHORT TRM BOND |
| BOOKING HOLDINGS INC | 1057 | 5661389 | COM |
| ISHARES INC | 77844 | 5657670 | MSCI EMRG CHN |
| ISHARES TR | 56038 | 5625060 | 0-3 MNTH TREASRY |
| RTX CORPORATION | 30010 | 5503732 | COM |
| PROCTER AND GAMBLE CO | 37642 | 5394496 | COM |
| ISHARES BITCOIN TRUST ETF | 107727 | 5348646 | SHS BEN INT |
| SCHWAB STRATEGIC TR | 187268 | 5333397 | US SML CAP ETF |
| SHOPIFY INC | 33105 | 5328912 | CL A SUB VTG SHS |
| CISCO SYS INC | 66013 | 5085005 | COM |
| ASML HOLDING N V | 4736 | 5067739 | N Y REGISTRY SHS |
| BOEING CO | 23237 | 5045289 | COM |
| ISHARES TR | 85432 | 4908921 | CALIF MUN BD ETF |
| ISHARES TR | 12995 | 4852831 | RUS 1000 ETF |
| INSMED INC | 27651 | 4812380 | COM PAR $.01 |
| BANK NEW YORK MELLON CORP | 41356 | 4801082 | COM |
| MCDONALDS CORP | 15617 | 4773017 | COM |
| INTEL CORP | 127906 | 4719734 | COM |
| SALESFORCE INC | 17781 | 4710384 | COM |
| ABBOTT LABS | 37315 | 4675161 | COM |
| VANGUARD SPECIALIZED FUNDS | 20742 | 4558464 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 98557 | 4487305 | INTL SCEQT ETF |
| GILEAD SCIENCES INC | 36148 | 4436843 | COM |
| TRIO TECH INTL | 334500 | 4428780 | COM NEW |
| ORACLE CORP | 22520 | 4389192 | COM |
| ALIBABA GROUP HLDG LTD | 29820 | 4371003 | SPONSORED ADS |
| ROBLOX CORP | 53350 | 4322951 | CL A |
| COCA COLA CO | 61783 | 4319252 | COM |
| CITIGROUP INC | 36322 | 4238409 | COM NEW |
| ISHARES TR | 81723 | 4230810 | USD INV GRDE ETF |
| WELLS FARGO CO NEW | 45287 | 4220774 | COM |
| ISHARES TR | 35057 | 4184078 | 3 7 YR TREAS BD |
| HOME DEPOT INC | 12060 | 4149919 | COM |
| BLUEROCK PVT REAL ESTATE FD | 274394 | 4115908 | COM |
| MORGAN STANLEY | 23037 | 4089669 | COM NEW |
| SPDR DOW JONES INDL AVERAGE | 8453 | 4062480 | UT SER 1 |
| TJX COS INC NEW | 25988 | 3992016 | COM |
| MICRON TECHNOLOGY INC | 13837 | 3949211 | COM |
| ASTRAZENECA PLC | 42583 | 3914642 | SPONSORED ADR |
| DISNEY WALT CO | 33620 | 3824890 | COM |
| VANGUARD WORLD FD | 4997 | 3766409 | INF TECH ETF |
| NOVARTIS AG | 27034 | 3727143 | SPONSORED ADR |
| ISHARES TR | 44998 | 3726729 | 1 3 YR TREAS BD |
| SPDR GOLD TR | 9368 | 3712746 | GOLD SHS |
| ISHARES INC | 54680 | 3675592 | CORE MSCI EMKT |
| ROYAL BK CDA | 21469 | 3660177 | COM |
| AMERICAN EXPRESS CO | 9842 | 3641120 | COM |
| INTUITIVE SURGICAL INC | 6426 | 3639242 | COM NEW |
| PALO ALTO NETWORKS INC | 19588 | 3608049 | COM |
| BONDBLOXX ETF TRUST | 71735 | 3595358 | BONDBLOXX PRIVAT |
| AFFIRM HLDGS INC | 47992 | 3572045 | COM CL A |
| VANGUARD INTL EQUITY INDEX F | 24897 | 3568462 | FTSE SMCAP ETF |
| CAPITAL ONE FINL CORP | 14716 | 3566486 | COM |
| AT&T INC | 143120 | 3555094 | COM |
| ETFS GOLD TR | 85044 | 3493592 | PHYSCL GOLD SHS |
| SELECT SECTOR SPDR TR | 84727 | 3418751 | STATE STREET REA |
| UBER TECHNOLOGIES INC | 41494 | 3390485 | COM |
| BLACKSTONE INC | 21860 | 3369434 | COM |
| ISHARES TR | 22347 | 3322748 | CORE S&P TTL STK |
| OKLO INC | 45238 | 3246291 | COM CL A |
| UNITEDHEALTH GROUP INC | 9744 | 3216640 | COM |
| DIMENSIONAL ETF TRUST | 53489 | 3184738 | US TARGETED VLU |
| VANGUARD INDEX FDS | 35964 | 3182545 | REAL ESTATE ETF |
| ISHARES TR | 29472 | 3144622 | SHRT NAT MUN ETF |
| INTUIT | 4692 | 3108252 | COM |
| ROYAL CARIBBEAN GROUP | 11122 | 3102282 | COM |
| ENBRIDGE INC | 64607 | 3090174 | COM |
| VANECK ETF TRUST | 29652 | 3070742 | MRNGSTR WDE MOAT |
| AMGEN INC | 9377 | 3069144 | COM |
| SONY GROUP CORP | 116478 | 2981843 | SPONSORED ADR |
| BANCO SANTANDER SA | 253126 | 2969168 | ADR |
| VERTEX PHARMACEUTICALS INC | 6541 | 2965579 | COM |
| PHILIP MORRIS INTL INC | 18066 | 2897788 | COM |
| BARCLAYS BANK PLC | 113029 | 2876591 | DJUBS CMDT ETN36 |
| UNION PAC CORP | 12152 | 2811127 | COM |
| SHELL PLC | 38107 | 2800124 | SPON ADS |
| WASTE MGMT INC DEL | 12703 | 2790931 | COM |
| SAP SE | 11481 | 2788937 | SPON ADR |
| SCHWAB STRATEGIC TR | 110766 | 2778013 | INT-TRM U.S TRES |
| APPLIED MATLS INC | 10757 | 2764321 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 173730 | 2755355 | SPONSORED ADS |
| FREEPORT-MCMORAN INC | 53351 | 2709685 | CL B |
| SPROTT ASSET MANAGEMENT LP | 114486 | 2707604 | PHYSICAL SILVER |
| CVS HEALTH CORP | 33934 | 2692983 | COM |
| LAM RESEARCH CORP | 15624 | 2674358 | COM NEW |
| ALPS ETF TR | 56442 | 2653868 | ALERIAN MLP |
| LLOYDS BANKING GROUP PLC | 498691 | 2643066 | SPONSORED ADR |
| LOWES COS INC | 10911 | 2631221 | COM |
| SPDR INDEX SHS FDS | 58785 | 2610637 | PORTFOLIO DEVLPD |
| MERCADOLIBRE INC | 1284 | 2586227 | COM |
| MARVELL TECHNOLOGY INC | 30417 | 2584799 | COM |
| KLA CORP | 2121 | 2577033 | COM NEW |
| BANCO BILBAO VIZCAYA ARGENTA | 110507 | 2575927 | SPONSORED ADR |
| STARBUCKS CORP | 29808 | 2510116 | COM |
| ISHARES TR | 16785 | 2500655 | ESG AWR MSCI USA |
| TOYOTA MOTOR CORP | 11564 | 2475365 | ADS |
| ISHARES TR | 107006 | 2447762 | IBONDS 26 TRM TS |
| INVESCO EXCH TRD SLF IDX FD | 106924 | 2418035 | BULETSHS 2027 |
| VERIZON COMMUNICATIONS INC | 58409 | 2378976 | COM |
| SELECT SECTOR SPDR TR | 43426 | 2378444 | STATE STREET FIN |
| BLACKROCK INC | 2221 | 2377658 | COM |
| VANGUARD MALVERN FDS | 47824 | 2365375 | STRM INFPROIDX |
| DUKE ENERGY CORP NEW | 20031 | 2347808 | COM NEW |
| GE VERNOVA INC | 3584 | 2342622 | COM |
| ISHARES TR | 21207 | 2335887 | TRUST ISHARE 0-1 |
| ARISTA NETWORKS INC | 17609 | 2307307 | COM SHS |
| INVESCO EXCHANGE TRADED FD T | 11944 | 2287945 | S&P500 EQL WGT |
| TORONTO DOMINION BK ONT | 24264 | 2285735 | COM NEW |
| STRYKER CORPORATION | 6443 | 2264248 | COM |
| ISHARES TR | 52421 | 2247266 | 0-5YR HI YL CP |
| KKR & CO INC | 17604 | 2244171 | COM |
| HDFC BANK LTD | 61089 | 2232185 | SPONSORED ADS |
| SERVICENOW INC | 14450 | 2213545 | COM |
| ISHARES TR | 19256 | 2193621 | EAFE GRWTH ETF |
| DANAHER CORPORATION | 9554 | 2186948 | COM |
| PARKER-HANNIFIN CORP | 2487 | 2185726 | COM |
| AMPHENOL CORP NEW | 16171 | 2185440 | CL A |
| FIDELITY COVINGTON TRUST | 59173 | 2164547 | ENHANCED INTL |
| APPLOVIN CORP | 3197 | 2154170 | COM CL A |
| L3HARRIS TECHNOLOGIES INC | 7329 | 2151446 | COM |
| BARRICK MNG CORP | 48984 | 2133227 | COM SHS |
| MCKESSON CORP | 2598 | 2131098 | COM |
| QUALCOMM INC | 12448 | 2129216 | COM |
| UNILEVER PLC | 32513 | 2126350 | SPON ADR NEW |
| NEWMONT CORP | 21071 | 2103864 | COM |
| DRAFTKINGS INC NEW | 60344 | 2079455 | COM CL A |
| SELECT SECTOR SPDR TR | 13409 | 2075683 | STATE STREET HEA |
| EATON CORP PLC | 6499 | 2070114 | SHS |
| FIRST TR EXCH TRADED FD III | 41953 | 2068581 | CALIF MUN INCM |
| SCHWAB CHARLES CORP | 20651 | 2063198 | COM |
| ISHARES TR | 29630 | 2056885 | CORE DIV GRWTH |
| SOUTHERN CO | 23553 | 2053806 | COM |
| SUMITOMO MITSUI FINL GROUP I | 105188 | 2033276 | SPONSORED ADR |
| VANGUARD WHITEHALL FDS | 29867 | 2013919 | EM MK GOV BD ETF |
| PPG INDS INC | 19632 | 2011515 | COM |
| SPDR INDEX SHS FDS | 42939 | 2009958 | PORTFOLIO EMG MK |
| DEUTSCHE BANK A G | 51974 | 2004103 | NAMEN AKT |
| LOCKHEED MARTIN CORP | 4132 | 1998223 | COM |
| UNITED PARCEL SERVICE INC | 20091 | 1992838 | CL B |
| BRITISH AMERN TOB PLC | 35147 | 1990012 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 66129 | 1988491 | US MID-CAP ETF |
| VALERO ENERGY CORP | 12047 | 1961095 | COM |
| ISHARES TR | 20428 | 1945189 | MBS ETF |
| NETEASE INC | 14041 | 1932272 | SPONSORED ADS |
| UBS GROUP AG | 41632 | 1927986 | SHS |
| ISHARES TR | 35583 | 1904040 | NEW YORK MUN ETF |
| BHP GROUP LTD | 31493 | 1901237 | SPONSORED ADS |
| PEPSICO INC | 13222 | 1897595 | COM |
| ECOLAB INC | 7185 | 1886396 | COM |
| CROWDSTRIKE HLDGS INC | 4000 | 1875223 | CL A |
| DEERE & CO | 4017 | 1870180 | COM |
| GSK PLC | 37986 | 1862816 | SPONSORED ADR |
| ADOBE INC | 5181 | 1813381 | COM |
| AXON ENTERPRISE INC | 3148 | 1787844 | COM |
| LINDE PLC | 4167 | 1776846 | SHS |
| PFIZER INC | 70555 | 1756824 | COM |
| INVESCO EXCH TRD SLF IDX FD | 78899 | 1735772 | INVSCO 28 HYCORP |
| MICROCHIP TECHNOLOGY INC. | 26941 | 1716723 | COM |
| AGNICO EAGLE MINES LTD | 10055 | 1704724 | COM |
| WELLTOWER INC | 9132 | 1694924 | COM |
| SHERWIN WILLIAMS CO | 5227 | 1693581 | COM |
| VANGUARD WHITEHALL FDS | 11636 | 1670064 | HIGH DIV YLD |
| COLGATE PALMOLIVE CO | 20928 | 1653711 | COM |
| HOWMET AEROSPACE INC | 8013 | 1642818 | COM |
| ING GROEP N.V. | 58377 | 1634569 | SPONSORED ADR |
| CUMMINS INC | 3160 | 1613118 | COM |
| D R HORTON INC | 11189 | 1611532 | COM |
| CONSTELLATION ENERGY CORP | 4542 | 1604499 | COM |
| TE CONNECTIVITY PLC | 7042 | 1602285 | ORD SHS |
| CONOCOPHILLIPS | 17098 | 1600556 | COM |
| INTERACTIVE BROKERS GROUP IN | 24845 | 1597813 | COM CL A |
| ISHARES TR | 22170 | 1583131 | EAFE VALUE ETF |
| MEDTRONIC PLC | 16396 | 1575008 | SHS |
| S&P GLOBAL INC | 3004 | 1570251 | COM |
| J P MORGAN EXCHANGE TRADED F | 31018 | 1569184 | ULTRA SHRT ETF |
| US BANCORP DEL | 28962 | 1545419 | COM NEW |
| TECK RESOURCES LTD | 32266 | 1545206 | CL B |
| NOVO-NORDISK A S | 30337 | 1543572 | ADR |
| ICICI BANK LIMITED | 51747 | 1542073 | ADR |
| CELESTICA INC | 5179 | 1530964 | COM |
| RIO TINTO PLC | 19074 | 1526512 | SPONSORED ADR |
| ENTERGY CORP NEW | 16484 | 1523663 | COM |
| VANGUARD WORLD FD | 12578 | 1521381 | ESG US STK ETF |
| ABRDN PLATINUM ETF TRUST | 8159 | 1521082 | PHYSCL PLATM SHS |
| PNC FINL SVCS GROUP INC | 7285 | 1520496 | COM |
| ISHARES TR | 23023 | 1519491 | CORE S&P MCP ETF |
| INVESCO EXCHANGE TRADED FD T | 9693 | 1518230 | AEROSPACE DEFN |
| WISDOMTREE TR | 30124 | 1515846 | FLOATNG RAT TREA |
| ISHARES TR | 7128 | 1511500 | S&P 500 VAL ETF |
| AFLAC INC | 13652 | 1505449 | COM |
| PROSHARES TR | 14407 | 1499382 | S&P 500 DV ARIST |
| KINDER MORGAN INC DEL | 54408 | 1495684 | COM |
| VANGUARD WHITEHALL FDS | 16266 | 1487531 | INTL DVD ETF |
| ALTRIA GROUP INC | 25769 | 1485837 | COM |
| GLOBAL X FDS | 84073 | 1485569 | NASDAQ 100 COVER |
| CME GROUP INC | 5431 | 1483187 | COM |
| ANGLOGOLD ASHANTI PLC | 17386 | 1482691 | COM SHS |
| GENERAL DYNAMICS CORP | 4391 | 1477985 | COM |
| FIDELITY MERRIMACK STR TR | 32018 | 1474109 | TOTAL BD ETF |
| BOSTON SCIENTIFIC CORP | 15423 | 1470615 | COM |
| DOUBLELINE ETF TRUST | 28230 | 1465137 | COMMERCIAL REAL |
| INVESCO EXCH TRADED FD TR II | 60539 | 1462627 | CALIF AMT MUN |
| GENERAL MTRS CO | 17946 | 1459318 | COM |
| MIZUHO FINANCIAL GROUP INC | 198660 | 1454192 | SPONSORED ADR |
| ACCENTURE PLC IRELAND | 5388 | 1445733 | SHS CLASS A |
| CHUBB LIMITED | 4631 | 1445368 | COM |
| SOUTHERN COPPER CORP | 9971 | 1430500 | COM |
| GOLD FIELDS LTD | 32561 | 1421617 | SPONSORED ADR |
| NUVEEN S&P 500 BUY-WRITE INC | 95651 | 1406069 | COM |
| ISHARES TR | 14704 | 1398155 | ESG AW MSCI EAFE |
| BROOKFIELD CORP | 30461 | 1397838 | CL A LTD VT SH |
| AIR PRODS & CHEMS INC | 5571 | 1376118 | COM |
| HONEYWELL INTL INC | 7041 | 1373641 | COM |
| ISHARES TR | 4243 | 1370625 | RUS 2000 GRW ETF |
| SCHWAB STRATEGIC TR | 50919 | 1370229 | US LRG CAP ETF |
| 3M CO | 8521 | 1364135 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 34559 | 1356777 | US EQT PLS DWNSD |
| ILLINOIS TOOL WKS INC | 5487 | 1351357 | COM |
| PROLOGIS INC. | 10519 | 1342821 | COM |
| ANALOG DEVICES INC | 4928 | 1336537 | COM |
| EMERSON ELEC CO | 10050 | 1333724 | COM |
| MARKEL GROUP INC | 615 | 1322035 | COM |
| ISHARES TR | 11524 | 1310484 | SP SMCP600VL ETF |
| BANK NOVA SCOTIA HALIFAX | 17740 | 1307249 | COM |
| REGENERON PHARMACEUTICALS | 1676 | 1294246 | COM |
| VANGUARD ADMIRAL FDS INC | 2902 | 1290064 | 500 GRTH IDX F |
| FORTINET INC | 16128 | 1280757 | COM |
| ISHARES INC | 37251 | 1276599 | MSCI GLB SLV&MTL |
| AMERICAN ELEC PWR CO INC | 11068 | 1276330 | COM |
| BRISTOL-MYERS SQUIBB CO | 23633 | 1274778 | COM |
| EATON VANCE TAX-MANAGED DIVE | 82853 | 1270966 | COM |
| CRH PLC | 10182 | 1270719 | ORD |
| EQUINIX INC | 1657 | 1269548 | COM |
| TEXAS INSTRS INC | 7303 | 1266923 | COM |
| VALE S A | 96652 | 1259379 | SPONSORED ADS |
| TRUIST FINL CORP | 25463 | 1253019 | COM |
| CANADIAN IMPERIAL BANK OF CO | 13814 | 1251728 | COM |
| ISHARES TR | 13289 | 1251281 | MSCI USA MIN VOL |
| VANGUARD SCOTTSDALE FDS | 20840 | 1248949 | INTER TERM TREAS |
| AMERICAN TOWER CORP NEW | 7099 | 1246449 | COM |
| TRAVELERS COMPANIES INC | 4297 | 1246321 | COM |
| VANGUARD INTL EQUITY INDEX F | 8827 | 1245175 | TT WRLD ST ETF |
| NATWEST GROUP PLC | 71110 | 1244426 | SPONS ADR |
| BROADRIDGE FINL SOLUTIONS IN | 5569 | 1242815 | COM |
| AUTOMATIC DATA PROCESSING IN | 4802 | 1235413 | COM |
| SPOTIFY TECHNOLOGY S A | 2120 | 1231299 | SHS |
| NEOS ETF TRUST | 25700 | 1222315 | NEOS ENHCD INME |
| PROGRESSIVE CORP | 5368 | 1222300 | COM |
| ISHARES TR | 14141 | 1219704 | MSCI EAFE MIN VL |
| IDEXX LABS INC | 1802 | 1219141 | COM |
| DOORDASH INC | 5377 | 1217740 | CL A |
| ISHARES TR | 12426 | 1196292 | RUS MID CAP ETF |
| DATADOG INC | 8716 | 1185226 | CL A COM |
| NIKE INC | 18507 | 1179054 | CL B |
| VANGUARD WHITEHALL FDS | 13096 | 1178624 | INTL HIGH ETF |
| TAPESTRY INC | 9223 | 1178478 | COM |
| FIRST TR EXCHANGE-TRADED FD | 44804 | 1175662 | FT VEST RIS |
| WHEATON PRECIOUS METALS CORP | 9954 | 1169794 | COM |
| GLOBAL X FDS | 14465 | 1165770 | GLOBAL X GOLD EX |
| JOHNSON CTLS INTL PLC | 9727 | 1164826 | SHS |
| FASTENAL CO | 29016 | 1164383 | COM |
| PROFESIONALLY MANAGED PORTFO | 17720 | 1160837 | AKRE FOCUS ETF |
| FIRST TR EXCH TRADED FD III | 16317 | 1158355 | LNG/SHT EQUITY |
| MARATHON PETE CORP | 7041 | 1145045 | COM |
| WORLD GOLD TR | 13266 | 1132519 | SPDR GLD MINIS |
| MONSTER BEVERAGE CORP NEW | 14752 | 1131010 | COM |
| NU HLDGS LTD | 67241 | 1125615 | ORD SHS CL A |
| NATIONAL GRID PLC | 14514 | 1122682 | SPONSORED ADR NE |
| TWILIO INC | 7861 | 1118149 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 51835 | 1114969 | BULETSHS 2029 HG |
| MANULIFE FINL CORP | 30675 | 1112880 | COM |
| BANK MONTREAL QUE | 8555 | 1110372 | COM |
| VANECK ETF TRUST | 12886 | 1105209 | GOLD MINERS ETF |
| FEDEX CORP | 3824 | 1104722 | COM |
| WILLIAMS COS INC | 18270 | 1098214 | COM |
| BLACKROCK SCIENCE & TECHNOLO | 27066 | 1097237 | SHS |
| DELTA AIR LINES INC DEL | 15777 | 1094929 | COM NEW |
| ARGENX SE | 1302 | 1094823 | SPONSORED ADR |
| DELL TECHNOLOGIES INC | 8681 | 1092769 | CL C |
| INVESCO EXCHANGE TRADED FD T | 14556 | 1092434 | S&P500 QUALITY |
| KB FINL GROUP INC | 12538 | 1078781 | SPONSORED ADR |
| NEOS ETF TRUST | 20333 | 1068110 | NEOS S&P 500 HI |
| TOTALENERGIES SE | 16297 | 1066150 | ACT |
| CHIPOTLE MEXICAN GRILL INC | 28687 | 1061419 | COM |
| FIDELITY COVINGTON TRUST | 30649 | 1049100 | INT VL FCT ETF |
| FLAHERTY & CRUMRINE PFD SECS | 63435 | 1047312 | COM |
| WESTERN DIGITAL CORP | 6058 | 1043613 | COM |
| ISHARES TR | 7362 | 1039133 | SELECT DIVID ETF |
| VANGUARD BD INDEX FDS | 14937 | 1038389 | LONG TERM BOND |
| T-MOBILE US INC | 5111 | 1037760 | COM |
| TRANE TECHNOLOGIES PLC | 2658 | 1034370 | SHS |
| PDD HOLDINGS INC | 9119 | 1034058 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 14403 | 1032984 | ACTIVE VALUE ETF |
| CSX CORP | 28427 | 1030466 | COM |
| RBB FD INC | 14297 | 1026099 | MOTLEY FOL ETF |
| BAKER HUGHES COMPANY | 22345 | 1017603 | CL A |
| SPDR INDEX SHS FDS | 15799 | 1017299 | EURO STOXX 50 |
| ISHARES INC | 5464 | 1015079 | MSCI WORLD ETF |
| ANHEUSER BUSCH INBEV SA/NV | 15816 | 1012852 | SPONSORED ADR |
| NORTHROP GRUMMAN CORP | 1770 | 1009615 | COM |
| ISHARES TR | 7619 | 1002588 | S&P MC 400VL ETF |
| CADENCE DESIGN SYSTEM INC | 3201 | 1000673 | COM |
| SOCIEDAD QUIMICA Y MINERA DE | 14545 | 1000668 | SPON ADR SER B |
| ETF SER SOLUTIONS | 9106 | 998592 | DEFIANCE QUANTUM |
| FRANKLIN TEMPLETON ETF TR | 46092 | 997892 | INVT GRADE CORPT |
| MARRIOTT INTL INC NEW | 3213 | 996851 | CL A |
| AIRBNB INC | 7335 | 995551 | COM CL A |
| QUANTA SVCS INC | 2353 | 993176 | COM |
| AUTODESK INC | 3328 | 985122 | COM |
| TC ENERGY CORP | 17689 | 973076 | COM |
| VANGUARD INDEX FDS | 3485 | 972807 | MCAP GR IDXVIP |
| ARK ETF TR | 8442 | 967949 | AUTNMUS TECHNLGY |
| ZOETIS INC | 7685 | 966860 | CL A |
| LISTED FDS TR | 21672 | 963525 | HORIZON KINETICS |
| STATE STR CORP | 7455 | 961792 | COM |
| CBRE GROUP INC | 5933 | 953967 | CL A |
| VANGUARD WORLD FD | 5135 | 950203 | UTILITIES ETF |
| DNP SELECT INCOME FD INC | 95112 | 950167 | COM |
| ISHARES TR | 12243 | 949181 | EAFE SML CP ETF |
| AMERICAN INTL GROUP INC | 11083 | 948161 | COM NEW |
| ISHARES TR | 20616 | 947936 | ESG AWARE MSCI |
| ISHARES TR | 19648 | 944889 | A RATE CP BD ETF |
| VANGUARD STAR FDS | 12519 | 944437 | VG TL INTL STK F |
| SIMON PPTY GROUP INC NEW | 5095 | 943264 | COM |
| SCHWAB STRATEGIC TR | 35567 | 942150 | US TIPS ETF |
| ROCKWELL AUTOMATION INC | 2409 | 937414 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 1553 | 936869 | UTSER1 S&PDCRP |
| STEEL DYNAMICS INC | 5522 | 935661 | COM |
| EATON VANCE TAX-MANAGED GLOB | 99853 | 935019 | COM |
| CARVANA CO | 2213 | 933930 | CL A |
| HCA HEALTHCARE INC | 1995 | 931553 | COM |
| HARTFORD INSURANCE GROUP INC | 6754 | 930757 | COM |
| INTERCONTINENTAL EXCHANGE IN | 5702 | 923600 | COM |
| ISHARES TR | 11115 | 916707 | CORE MSCI INTL |
| BLOCK INC | 14037 | 913646 | CL A |
| CANADIAN NAT RES LTD | 26778 | 906418 | COM |
| VEEVA SYS INC | 4056 | 905449 | CL A COM |
| CLOUDFLARE INC | 4583 | 903614 | CL A COM |
| ISHARES TR | 5440 | 901945 | DOW JONES US ETF |
| GOLDMAN SACHS ETF TR | 8949 | 894363 | ACCES TREASURY |
| AON PLC | 2521 | 889613 | SHS CL A |
| CINTAS CORP | 4697 | 883408 | COM |
| FORD MTR CO | 66938 | 878215 | COM |
| SHINHAN FINANCIAL GROUP CO L | 16281 | 873151 | SPN ADR RESTRD |
| ISHARES INC | 16979 | 871699 | MSCI GBL ETF NEW |
| MAPLEBEAR INC | 19347 | 870228 | COM |
| GAMCO GLOBAL GOLD NAT RES & | 168637 | 870167 | COM SH BEN INT |
| PAN AMERN SILVER CORP | 16776 | 869141 | COM |
| REGIONS FINANCIAL CORP NEW | 31481 | 853137 | COM |
| USCF ETF TR | 24546 | 852949 | GOLD STRATEGY |
| ARK ETF TR | 17883 | 851762 | BLOCKCHAIN & FIN |
| OMEGA HEALTHCARE INVS INC | 19207 | 851631 | COM |
| SOFI TECHNOLOGIES INC | 32480 | 850323 | COM |
| BP PLC | 24445 | 848974 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 21631 | 846205 | US EQT PWR BUF |
| CORNING INC | 9626 | 842911 | COM |
| ISHARES TR | 17561 | 841820 | USD GRN BOND ETF |
| BAIDU INC | 6418 | 838554 | SPON ADR REP A |
| NORFOLK SOUTHN CORP | 2888 | 833784 | COM |
| ISHARES TR | 3324 | 832030 | MSCI USA MMENTM |
| VANGUARD SCOTTSDALE FDS | 10434 | 831860 | SHRT TRM CORP BD |
| WEC ENERGY GROUP INC | 7888 | 831840 | COM |
| MOODYS CORP | 1621 | 828142 | COM |
| SYNCHRONY FINANCIAL | 9907 | 826545 | COM |
| PHILLIPS 66 | 6395 | 825160 | COM |
| FLEX LTD | 13653 | 824934 | ORD |
| GRAB HOLDINGS LIMITED | 165303 | 824863 | CLASS A ORD |
| KINROSS GOLD CORP | 29246 | 823567 | COM |
| SELECT SECTOR SPDR TR | 19209 | 820052 | STATE STREET UTI |
| MSCI INC | 1427 | 818747 | COM |
| OREILLY AUTOMOTIVE INC | 8944 | 815783 | COM |
| EBAY INC. | 9359 | 815166 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 27418 | 810202 | SHS CREATION UNI |
| SANOFI SA | 16680 | 808313 | SPONSORED ADR |
| UNITED RENTALS INC | 998 | 807975 | COM |
| VERTIV HOLDINGS CO | 4983 | 807299 | COM CL A |
| BROOKFIELD ASSET MANAGMT LTD | 15316 | 802407 | CL A LMT VTG SHS |
| ISHARES TR | 16939 | 802071 | HIGH YLD SYSTM B |
| VANGUARD BD INDEX FDS | 10298 | 801994 | INTERMED TERM |
| COMCAST CORP NEW | 26725 | 798819 | CL A |
| TYLER TECHNOLOGIES INC | 1758 | 798044 | COM |
| VANECK ETF TRUST | 2214 | 797281 | SEMICONDUCTR ETF |
| ISHARES TR | 16586 | 793640 | ESG AWR US AGRGT |
| SCHWAB STRATEGIC TR | 17607 | 792034 | FUNDAMENTAL INTL |
| COHERENT CORP | 4288 | 791436 | COM |
| PIMCO ETF TR | 8337 | 790536 | 0-5 HIGH YIELD |
| J P MORGAN EXCHANGE TRADED F | 13756 | 787356 | EQUITY PREMIUM |
| ISHARES INC | 17780 | 785325 | ESG AWR MSCI EM |
| SANMINA CORPORATION | 5199 | 780214 | COM |
| CIENA CORP | 3333 | 779596 | COM NEW |
| COMFORT SYS USA INC | 834 | 778232 | COM |
| LAMAR ADVERTISING CO NEW | 6139 | 777114 | CL A |
| AMERICAN CENTY ETF TR | 6933 | 774971 | US EQT ETF |
| SPROTT ASSET MANAGEMENT LP | 23450 | 774319 | PHYSICAL GOLD TR |
| FIRST TR EXCHANGE TRADED FD | 18437 | 765855 | DORSEYWRIGHT MOM |
| EOG RES INC | 7283 | 764737 | COM |
| ISHARES TR | 8293 | 761795 | RUS TP200 VL ETF |
| SERVICE CORP INTL | 9767 | 761548 | COM |
| NUCOR CORP | 4668 | 761474 | COM |
| NUVEEN MORTGAGE AND INCOME F | 41705 | 758617 | COM |
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