Gerber Kawasaki Wealth & Investment Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Gerber Kawasaki Wealth & Investment Management held in its portfolio 311 assets valued at $2,864,559,086 (i.e. $2.87B).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($393.74M), INVESCO EXCH TRADED FD TR II ($236.27M), and NVIDIA CORPORATION ($159.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 311 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Gerber Kawasaki Wealth & Investment Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 6471471 | 393741663 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 934161 | 236266791 | NASDAQ 100 ETF |
| NVIDIA CORPORATION | 857514 | 159938290 | COM |
| ISHARES TR | 1486642 | 125829022 | CORE MSCI TOTAL |
| APPLE INC | 403403 | 109673875 | COM |
| ISHARES TR | 1073583 | 107229326 | CORE US AGGBD ET |
| SELECT SECTOR SPDR TR | 953923 | 97046695 | STATE STREET CON |
| SELECT SECTOR SPDR TR | 672297 | 96790303 | STATE STREET TEC |
| TESLA INC | 202174 | 90922092 | COM |
| ALPHABET INC | 275943 | 86596323 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 1333583 | 73040245 | STATE STREET FIN |
| MICROSOFT CORP | 133930 | 64782057 | COM |
| SELECT SECTOR SPDR TR | 395704 | 61254571 | STATE STREET HEA |
| SCHWAB STRATEGIC TR | 1888374 | 51798073 | US DIVIDEND EQ |
| AMAZON COM INC | 196357 | 45329323 | COM |
| ISHARES TR | 145143 | 43709053 | ISHARES SEMICDTR |
| INVESCO EXCH TRADED FD TR II | 1749867 | 42276765 | CALIF AMT MUN |
| CAPITAL GROUP DIVIDEND VALUE | 857820 | 37435254 | SHS CREATION UNI |
| ISHARES TR | 471055 | 35300740 | RUSEL 2500 ETF |
| SELECT SECTOR SPDR TR | 297306 | 34998684 | STATE STREET COM |
| CAPITAL GROUP GROWTH ETF | 776868 | 34547299 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 652830 | 33026689 | ULTRA SHRT ETF |
| NETFLIX INC | 339007 | 31785463 | COM |
| ISHARES TR | 41483 | 28413601 | CORE S&P500 ETF |
| ADVISORSHARES TR | 934728 | 23952133 | GERBER KAWASAKI |
| SELECT SECTOR SPDR TR | 149621 | 23209047 | STATE STREET IND |
| SELECT SECTOR SPDR TR | 520262 | 20992523 | STATE STREET REA |
| INVESCO QQQ TR | 33080 | 20321369 | UNIT SER 1 |
| ISHARES INC | 103282 | 19186555 | MSCI WORLD ETF |
| BROADCOM INC | 54191 | 18775231 | COM |
| ALPHABET INC | 56080 | 17553219 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 25376 | 17305028 | TR UNIT |
| META PLATFORMS INC | 24730 | 16330570 | CL A |
| INVESCO EXCH TRADED FD TR II | 679313 | 15753293 | NATL AMT MUNI |
| SPDR INDEX SHS FDS | 432437 | 15533170 | MSCI ACWI EXUS |
| INVESCO EXCHANGE TRADED FD T | 144273 | 14776201 | S&P MDCP QUALITY |
| ELI LILLY &CO | 12075 | 12986283 | COM |
| ORACLE CORP | 66393 | 12949788 | COM |
| GLOBAL X FDS | 269811 | 12894267 | US INFR DEV ETF |
| GE VERNOVA INC | 19159 | 12532966 | COM |
| BERKSHIRE HATHAWAY INC DEL | 23266 | 11694999 | CL B NEW |
| HOME DEPOT INC | 33775 | 11622114 | COM |
| BLACKSTONE INC | 73862 | 11387048 | COM |
| ISHARES TR | 119794 | 11279779 | MSCI USA MIN VOL |
| ISHARES TR | 173273 | 10768889 | U.S. MED DVC ETF |
| VICI PPTYS INC | 382182 | 10746981 | COM |
| DISNEY WALT CO | 86797 | 9877997 | COM |
| ISHARES TR | 20765 | 9828376 | RUS 1000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 195859 | 9807431 | DIVERSFD EQT ETF |
| GLOBAL X FDS | 88083 | 8818066 | 1-3 MONTH T-BILL |
| VANGUARD INDEX FDS | 24555 | 8232805 | TOTAL STK MKT |
| CAPITAL GROUP GBL GROWTH EQT | 237326 | 8223351 | SHS CREATION UNI |
| ISHARES TR | 73957 | 7921562 | NATIONAL MUN ETF |
| CAPITAL GROUP CORE EQUITY ET | 191895 | 7719960 | SHS CREATION UNI |
| JPMORGAN CHASE & CO | 23816 | 7678527 | COM |
| ISHARES TR | 200586 | 7500930 | BROAD USD HIGH |
| VANGUARD INDEX FDS | 11867 | 7442469 | S&P 500 ETF SHS |
| AMPHENOL CORP NEW | 53558 | 7241350 | CL A |
| ISHARES TR | 225512 | 6981867 | PFD AND INCM SEC |
| KRATOS DEFENSE & SEC SOLUTIO | 90992 | 6908219 | COM NEW |
| SHOPIFY INC | 42301 | 6809196 | CL A SUB VTG SHS |
| TERADYNE INC | 33517 | 6487709 | COM |
| ISHARES TR | 147645 | 6329570 | 0-5YR HI YL CP |
| INVESCO EXCH TRADED FD TR II | 169107 | 6231598 | NASDAQNXTGEN100 |
| ISHARES TR | 52338 | 5026019 | MSCI EAFE ETF |
| WALMART INC | 44881 | 5004379 | COM |
| NUTANIX INC | 95253 | 4923627 | CL A |
| TRANE TECHNOLOGIES PLC | 12584 | 4904832 | SHS |
| ISHARES TR | 50664 | 4878969 | US HOME CONS ETF |
| COSTCO WHSL CORP NEW | 5498 | 4741428 | COM |
| ISHARES TR | 36645 | 4724627 | U.S. FINLS ETF |
| UBER TECHNOLOGIES INC | 56479 | 4614902 | COM |
| CAPITAL GROUP CORE BALANCED | 123671 | 4369318 | SHS |
| CROWDSTRIKE HLDGS INC | 8950 | 4202320 | CL A |
| AXON ENTERPRISE INC | 7277 | 4136918 | COM |
| MGM RESORTS INTERNATIONAL | 107279 | 3914640 | COM |
| GLOBAL X FDS | 130823 | 3850119 | FINTECH ETF |
| PALO ALTO NETWORKS INC | 20880 | 3846135 | COM |
| ISHARES BITCOIN TRUST ETF | 77416 | 3844722 | SHS BEN INT |
| GLOBAL X FDS | 73429 | 3734624 | ARTIFICIAL ETF |
| INVESCO EXCHANGE TRADED FD T | 42909 | 3524981 | BIOTECHNOLOGY |
| ISHARES TR | 15992 | 3433528 | US AER DEF ETF |
| ASML HOLDING N V | 3167 | 3389268 | N Y REGISTRY SHS |
| INTERNATIONAL BUSINESS MACHS | 10757 | 3200123 | COM |
| SPDR GOLD TR | 7821 | 3099538 | GOLD SHS |
| FIRST TR EXCHNG TRADED FD VI | 57908 | 2980247 | FT VEST US EQT |
| PROLOGIS INC. | 23038 | 2941070 | COM |
| NORTHROP GRUMMAN CORP | 4670 | 2663269 | COM |
| VISA INC | 7348 | 2577015 | COM CL A |
| GENIUS SPORTS LIMITED | 230629 | 2564570 | SHARES CL A |
| AMGEN INC | 7607 | 2489957 | COM |
| GLOBAL X FDS | 131539 | 2487416 | US PFD ETF |
| NEXTERA ENERGY INC | 30445 | 2444174 | COM |
| LPL FINL HLDGS INC | 6750 | 2415816 | COM |
| ISHARES TR | 41114 | 2362461 | CALIF MUN BD ETF |
| QUANTA SVCS INC | 5534 | 2346845 | COM |
| VANECK ETF TRUST | 6428 | 2315197 | SEMICONDUCTR ETF |
| VANGUARD SPECIALIZED FUNDS | 10318 | 2267820 | DIV APP ETF |
| PALANTIR TECHNOLOGIES INC | 12667 | 2251564 | CL A |
| INVESCO EXCHANGE TRADED FD T | 11710 | 2243190 | S&P500 EQL WGT |
| ISHARES TR | 25030 | 2181633 | 20 YR TR BD ETF |
| SPDR SER TR | 58982 | 1893947 | BLOOMBERG INTL |
| SPDR INDEX SHS FDS | 24687 | 1893754 | PORTFLI MSCI GBL |
| ISHARES GOLD TR | 23047 | 1877273 | ISHARES NEW |
| VANGUARD INDEX FDS | 3789 | 1848925 | GROWTH ETF |
| GOLDMAN SACHS ETF TR | 18164 | 1815350 | ACCES TREASURY |
| DIGITAL RLTY TR INC | 11535 | 1784674 | COM |
| ISHARES TR | 10213 | 1723804 | ISHARES BIOTECH |
| ISHARES TR | 32749 | 1665664 | FLTG RATE NT ETF |
| AMERICAN EXPRESS CO | 4465 | 1652052 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 45982 | 1638817 | SHS ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 5374 | 1633406 | SPONSORED ADS |
| VANGUARD INDEX FDS | 8470 | 1617696 | VALUE ETF |
| ARISTA NETWORKS INC | 12158 | 1593062 | COM SHS |
| CAPITAL GROUP INTERNATIONAL | 48560 | 1578203 | SHS |
| SELECT SECTOR SPDR TR | 36522 | 1559151 | STATE STREET UTI |
| ADVANCED MICRO DEVICES INC | 7083 | 1517110 | COM |
| SALESFORCE INC | 5659 | 1499380 | COM |
| INVESCO EXCHANGE TRADED FD T | 43313 | 1456639 | S&P500 EQL REL |
| ISHARES TR | 14350 | 1440506 | 0-3 MNTH TREASRY |
| MARVELL TECHNOLOGY INC | 16861 | 1432863 | COM |
| ISHARES TR | 10258 | 1429423 | ESG OPTIMIZED |
| STRYKER CORPORATION | 4021 | 1416127 | COM |
| INTUITIVE SURGICAL INC | 2500 | 1415899 | COM NEW |
| RTX CORPORATION | 7594 | 1392749 | COM |
| ISHARES TR | 14465 | 1390964 | 7-10 YR TRSY BD |
| VANGUARD WORLD FD | 6434 | 1359301 | CONSUM STP ETF |
| QUALCOMM INC | 7681 | 1313844 | COM |
| LOCKHEED MARTIN CORP | 2706 | 1309211 | COM |
| ISHARES TR | 10500 | 1294268 | S&P 500 GRWT ETF |
| VANGUARD TAX-MANAGED FDS | 20598 | 1286780 | VAN FTSE DEV MKT |
| TKO GROUP HOLDINGS INC | 5917 | 1257896 | CL A |
| VANGUARD WORLD FD | 1643 | 1238690 | INF TECH ETF |
| SAMSARA INC | 32799 | 1162724 | COM CL A |
| EXXON MOBIL CORP | 9311 | 1120549 | COM |
| ISHARES TR | 9919 | 1090211 | TIPS BD ETF |
| CATERPILLAR INC | 1896 | 1086553 | COM |
| ISHARES TR | 7272 | 1081299 | CORE S&P TTL STK |
| ABBVIE INC | 4726 | 1080010 | COM |
| TEMA ETF TRUST | 35094 | 1015105 | ELECTRIFICATION |
| CHEVRON CORP NEW | 6580 | 1002910 | COM |
| COCA COLA CO | 14175 | 990979 | COM |
| ISHARES TR | 9325 | 985562 | EXPANDED TECH |
| DEERE & CO | 2114 | 984284 | COM |
| ISHARES TR | 8879 | 978435 | IBOXX INV CP ETF |
| ISHARES TR | 8042 | 966507 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 27414 | 894260 | US LCAP GR ETF |
| ISHARES INC | 13276 | 892453 | CORE MSCI EMKT |
| DOCUSIGN INC | 13016 | 890294 | COM |
| BANK AMERICA CORP | 15599 | 857976 | COM |
| SCHWAB STRATEGIC TR | 31462 | 825263 | US BRD MKT ETF |
| UMB FINL CORP | 6946 | 799125 | COM |
| VANGUARD STAR FDS | 10316 | 778244 | VG TL INTL STK F |
| THERMO FISHER SCIENTIFIC INC | 1341 | 777209 | COM |
| PROCTER AND GAMBLE CO | 5384 | 771712 | COM |
| CLOUDFLARE INC | 3886 | 766127 | CL A COM |
| ISHARES TR | 6885 | 746091 | U.S. UTILITS ETF |
| GE AEROSPACE | 2399 | 739209 | COM NEW |
| STEEL DYNAMICS INC | 4206 | 712817 | COM |
| ISHARES TR | 1903 | 710687 | RUS 1000 ETF |
| AMERICAN CENTY ETF TR | 14040 | 707337 | DIVERSIFIED MU |
| ISHARES TR | 2872 | 707080 | RUSSELL 2000 ETF |
| DELL TECHNOLOGIES INC | 5607 | 705906 | CL C |
| ISHARES TR | 15764 | 697303 | ESG AWR MSCI USA |
| APPLIED MATLS INC | 2679 | 688619 | COM |
| SOUNDHOUND AI INC | 68620 | 685962 | CLASS A COM |
| GENERAL DYNAMICS CORP | 2009 | 676406 | COM |
| SCHWAB STRATEGIC TR | 28106 | 675677 | INTL EQTY ETF |
| JOHNSON & JOHNSON | 3250 | 672644 | COM |
| ISHARES TR | 10125 | 668263 | CORE S&P MCP ETF |
| MERCK & CO INC | 6271 | 660183 | COM |
| MASTERCARD INCORPORATED | 1142 | 652184 | CL A |
| CAPITAL GRP FIXED INCM ETF T | 24561 | 651378 | CORE BOND ETF |
| ISHARES TR | 3230 | 645002 | U.S. TECH ETF |
| ISHARES INC | 15170 | 644749 | MSCI GERMANY ETF |
| INVESCO EXCHANGE TRADED FD T | 3964 | 620892 | AEROSPACE DEFN |
| GOLDMAN SACHS GROUP INC | 701 | 616403 | COM |
| SNOWFLAKE INC | 2808 | 615963 | COM SHS |
| VANGUARD INDEX FDS | 2375 | 612727 | SMALL CP ETF |
| AIRBNB INC | 4373 | 593502 | COM CL A |
| ISHARES TR | 6218 | 591307 | ESG AW MSCI EAFE |
| LENNAR CORP | 5717 | 587733 | CL A |
| MICRON TECHNOLOGY INC | 2056 | 586922 | COM |
| ON HLDG AG | 12474 | 579790 | NAMEN AKT A |
| ADOBE INC | 1642 | 574683 | COM |
| NOVO-NORDISK A S | 10890 | 554118 | ADR |
| ELEVANCE HEALTH INC FORMERLY | 1580 | 554067 | COM |
| ISHARES TR | 2560 | 538519 | RUS 1000 VAL ETF |
| CAPITAL GRP FIXED INCM ETF T | 19532 | 534812 | MUNICIPAL INCOME |
| SPOTIFY TECHNOLOGY S A | 915 | 531349 | SHS |
| UNITED RENTALS INC | 652 | 528478 | COM |
| GENUINE PARTS CO | 4270 | 525158 | COM |
| IRON MTN INC DEL | 6292 | 521921 | COM |
| FORD MTR CO | 39433 | 517364 | COM |
| WELLS FARGO CO NEW | 5548 | 517142 | COM |
| SCHWAB STRATEGIC TR | 19131 | 514831 | US LRG CAP ETF |
| MCDONALDS CORP | 1678 | 513086 | COM |
| BOEING CO | 2354 | 511100 | COM |
| AMERICAN CENTY ETF TR | 4980 | 507863 | US SML CP VALU |
| VANECK ETF TRUST | 4087 | 507727 | URANIUM AND NUCL |
| STARBUCKS CORP | 5956 | 501598 | COM |
| CISCO SYS INC | 6494 | 500294 | COM |
| NUSHARES ETF TR | 22211 | 496541 | NUVEEN ESG US |
| PFIZER INC | 19815 | 493409 | COM |
| ISHARES TR | 2290 | 485649 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 1669 | 484404 | MID CAP ETF |
| FIRST TR EXCHNG TRADED FD VI | 14617 | 483162 | VEST US EQUITY M |
| DIMENSIONAL ETF TRUST | 6478 | 480517 | US EQUITY ETF |
| PURE STORAGE INC | 7075 | 474096 | CL A |
| VANGUARD INTL EQUITY INDEX F | 8780 | 472028 | FTSE EMR MKT ETF |
| BLOOM ENERGY CORP | 5412 | 470250 | COM CL A |
| DIMENSIONAL ETF TRUST | 9329 | 465559 | INTERNATNAL VAL |
| VANGUARD SCOTTSDALE FDS | 7712 | 462180 | INTER TERM TREAS |
| ISHARES TR | 5166 | 462167 | CORE MSCI EAFE |
| SSGA ACTIVE ETF TR | 11214 | 454248 | ULT SHT TRM BD |
| OKLO INC | 6270 | 449935 | COM CL A |
| VANGUARD INDEX FDS | 1399 | 440474 | LARGE CAP ETF |
| PEPSICO INC | 3054 | 438423 | COM |
| ALIBABA GROUP HLDG LTD | 2962 | 434269 | SPONSORED ADS |
| NUVEEN TAXABLE MUNICPAL INM | 27429 | 433392 | COM |
| MILLROSE PPTYS INC | 14455 | 431787 | COM CL A |
| SPDR SER TR | 5187 | 427948 | PORTFOLI S&P1500 |
| TEXAS INSTRS INC | 2464 | 427509 | COM |
| SPDR INDEX SHS FDS | 8986 | 420675 | PORTFOLIO EMG MK |
| NUVEEN CA QUALTY MUN INCOME | 33850 | 399775 | COM |
| VANGUARD WHITEHALL FDS | 2779 | 398929 | HIGH DIV YLD |
| VANGUARD BD INDEX FDS | 5383 | 398767 | TOTAL BND MRKT |
| SPDR SER TR | 2842 | 395553 | S&P DIVID ETF |
| VANGUARD WORLD FD | 1363 | 392431 | HEALTH CAR ETF |
| VERIZON COMMUNICATIONS INC | 9567 | 389699 | COM |
| SPDR INDEX SHS FDS | 8651 | 384230 | PORTFOLIO DEVLPD |
| NUSHARES ETF TR | 8493 | 379217 | NUVEEN ESG SMLCP |
| WORLD GOLD TR | 4424 | 377678 | SPDR GLD MINIS |
| BLACKROCK INC | 347 | 372228 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 1446 | 370219 | COM |
| FS KKR CAP CORP | 24515 | 363077 | COM |
| CAPITAL GRP FIXED INCM ETF T | 13041 | 360192 | US MULTI-SECTOR |
| ISHARES SILVER TR | 5571 | 358883 | ISHARES |
| CAPITAL GROUP FIXED INCOME E | 15756 | 356731 | CORE PLUS INCM |
| WASTE MGMT INC DEL | 1617 | 355325 | COM |
| ELECTRONIC ARTS INC | 1721 | 351741 | COM |
| ISHARES ETHEREUM TR | 15580 | 349459 | SHS |
| VANGUARD INTL EQUITY INDEX F | 4123 | 344742 | FTSE EUROPE ETF |
| VANGUARD INDEX FDS | 1621 | 343327 | SM CP VAL ETF |
| IDEXX LABS INC | 502 | 339619 | COM |
| ABBOTT LABS | 2706 | 339141 | COM |
| WORKDAY INC | 1554 | 333768 | CL A |
| MORGAN STANLEY | 1877 | 333341 | COM NEW |
| VANGUARD MUN BD FDS | 6609 | 332400 | TAX EXEMPT BD |
| RIVIAN AUTOMOTIVE INC | 16805 | 331228 | COM CL A |
| NIKE INC | 5122 | 326371 | CL B |
| CONSTELLATION ENERGY CORP | 905 | 319818 | COM |
| UNITEDHEALTH GROUP INC | 967 | 319357 | COM |
| ISHARES TR | 1599 | 317768 | MSCI USA QLT FCT |
| WISDOMTREE TR | 3602 | 317321 | US LARGECAP DIVD |
| MOTOROLA SOLUTIONS INC | 826 | 316994 | COM NEW |
| ISHARES TR | 978 | 316183 | RUS 2000 GRW ETF |
| ROBINHOOD MKTS INC | 2791 | 315661 | COM CL A |
| INVESCO EXCH TRADED FD TR II | 7386 | 313012 | ESG NASDAQ 100 |
| ISHARES TR | 5335 | 303901 | CRE U S REIT ETF |
| S&P GLOBAL INC | 577 | 301697 | COM |
| COLGATE PALMOLIVE CO | 3816 | 301569 | COM |
| 3M CO | 1875 | 300308 | COM |
| BOSTON SCIENTIFIC CORP | 3082 | 293870 | COM |
| INVESCO EXCH TRADED FD TR II | 5968 | 293173 | SOLAR ETF |
| SERVICENOW INC | 1912 | 292899 | COM |
| AMEREN CORP | 2896 | 289253 | COM |
| ASTRAZENECA PLC | 3133 | 288094 | SPONSORED ADR |
| MERCADOLIBRE INC | 142 | 286024 | COM |
| REPUBLIC SVCS INC | 1325 | 280904 | COM |
| SBA COMMUNICATIONS CORP NEW | 1450 | 280533 | CL A |
| ISHARES TR | 1971 | 278286 | SELECT DIVID ETF |
| TRAVELERS COMPANIES INC | 956 | 277321 | COM |
| EATON CORP PLC | 870 | 277190 | SHS |
| BANK NEW YORK MELLON CORP | 2361 | 274123 | COM |
| AMERICAN CENTY ETF TR | 2419 | 270395 | US EQT ETF |
| AMERICAN TOWER CORP NEW | 1532 | 269009 | COM |
| TE CONNECTIVITY PLC | 1147 | 260963 | ORD SHS |
| ROBLOX CORP | 3213 | 260349 | CL A |
| DANAHER CORPORATION | 1135 | 260041 | COM |
| AT&T INC | 10448 | 259546 | COM |
| FIRST TR EXCHNG TRADED FD VI | 5825 | 258747 | CBOE VEST US EQT |
| DATADOG INC | 1867 | 253894 | CL A COM |
| MARSH & MCLENNAN COS INC | 1322 | 245315 | COM |
| ULTA BEAUTY INC | 394 | 238371 | COM |
| AMERICAN CENTY ETF TR | 2856 | 235105 | INTL EQT ETF |
| UPSTART HLDGS INC | 5332 | 233168 | COM |
| SELECT SECTOR SPDR TR | 5026 | 224716 | STATE STREET ENE |
| CONOCOPHILLIPS | 2387 | 223449 | COM |
| HARTFORD INSURANCE GROUP INC | 1612 | 222258 | COM |
| ROCKWELL AUTOMATION INC | 558 | 217230 | COM |
| COINBASE GLOBAL INC | 958 | 216642 | COM CL A |
| STRATEGY INC | 221529 | 216074 | CL A NEW |
| MOODYS CORP | 422 | 215612 | COM |
| ISHARES TR | 1567 | 214655 | RUS MD CP GR ETF |
| NUVEEN CALIF SELECT TAX FREE | 16000 | 211200 | SH BEN INT |
| ISHARES TR | 1247 | 209521 | CORE S&P US GWT |
| ARM HOLDINGS PLC | 1905 | 208237 | SPONSORED ADS |
| THE TRADE DESK INC | 5485 | 208210 | COM CL A |
| SCHWAB STRATEGIC TR | 7276 | 207225 | US SML CAP ETF |
| MONOLITHIC PWR SYS INC | 226 | 205118 | COM |
| SAP SE | 840 | 204115 | SPON ADR |
| FLEXSHARES TR | 8459 | 203526 | IBOXX 3R TARGT |
| ALTRIA GROUP INC | 3494 | 201480 | COM |
| NUVEEN CALIFORNIA MUNI VLU F | 20500 | 183475 | COM STK |
| BLACKROCK CORPOR HI YLD FD I | 16000 | 142400 | COM |
| ISHARES TR | 2464 | 133198 | MSCI INDIA ETF |
| NUVEEN PFD & INCOME OPPORTUN | 13426 | 108888 | COM |
| ISHARES TR | 743 | 101726 | MSCI USA VALUE |
| ISHARES TR | 315 | 40663 | MSCI KLD400 SOC |
| GALLAGHER ARTHUR J & CO | 31855 | 18654 | COM |
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