Retirement Planning Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Retirement Planning Group, LLC held in its portfolio 401 assets valued at $3,044,368,527 (i.e. $3.04B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($325.32M), WISDOMTREE TR ($247.25M), and FRANKLIN TEMPLETON ETF TR ($193.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 401 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Retirement Planning Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 518743 | 325319065 | S&P 500 ETF SHS |
| WISDOMTREE TR | 4214209 | 247247641 | US QUALITY GROW |
| FRANKLIN TEMPLETON ETF TR | 4964122 | 193054695 | INTL COR DIV TIL |
| FIDELITY COVINGTON TRUST | 4020613 | 177429668 | SML MID MLTFCT |
| PIMCO ETF TR | 5768470 | 153902788 | MULTISECTOR BD |
| VICTORY PORTFOLIOS II | 6504886 | 143107502 | CORE INTRMEDIATE |
| FIDELITY COVINGTON TRUST | 2314770 | 131224293 | HIGH DIVID ETF |
| AMPLIFY ETF TR | 2893478 | 128759758 | CWP ENHANCED DIV |
| EA SERIES TRUST | 2416148 | 123875929 | FREEDOM 100 EM |
| FIDELITY MERRIMACK STR TR | 2490208 | 114649199 | TOTAL BD ETF |
| ETFIS SER TR I | 3922543 | 90375399 | VIRTUS NEWFLEET |
| NEOS ETF TRUST | 1752661 | 83356535 | NEOS ENHCD INME |
| VANGUARD SCOTTSDALE FDS | 1201892 | 70587124 | SHORT TERM TREAS |
| APPLE INC | 180423 | 49049926 | COM |
| COSTCO WHSL CORP NEW | 50095 | 43198602 | COM |
| SPDR S&P 500 ETF TR | 58397 | 39821945 | TR UNIT |
| SPDR SERIES TRUST | 676916 | 37454022 | STATE STREET SPD |
| VANGUARD INDEX FDS | 74036 | 36119265 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 1180968 | 30976803 | US BRD MKT ETF |
| MICROSOFT CORP | 59115 | 28589353 | COM |
| INVESCO QQQ TR | 41247 | 25338576 | UNIT SER 1 |
| FEDERATED HERMES ETF TRUST | 989679 | 25127950 | HERMES TOTAL RET |
| VANGUARD SPECIALIZED FUNDS | 110135 | 24205567 | DIV APP ETF |
| GOLDMAN SACHS ETF TR | 176631 | 23380619 | ACTIVEBETA US LG |
| VANGUARD INDEX FDS | 114761 | 21918167 | VALUE ETF |
| ISHARES TR | 212032 | 21283772 | 0-3 MNTH TREASRY |
| WISDOMTREE TR | 246988 | 20964341 | US TOTAL DIVIDND |
| ISHARES TR | 387131 | 17595083 | MSCI INTL QUALTY |
| SELECT SECTOR SPDR TR | 167597 | 14872387 | STATE STREET CON |
| WALMART INC | 119670 | 13332395 | COM |
| INVESCO EXCHANGE TRADED FD T | 116741 | 13292164 | S&P 500 GARP ETF |
| NVIDIA CORPORATION | 66579 | 12416959 | COM |
| NEOS ETF TRUST | 244960 | 12181837 | NEOS ENH INC 1-3 |
| AMAZON COM INC | 51667 | 11925749 | COM |
| VANGUARD WORLD FD | 15571 | 11736861 | INF TECH ETF |
| WISDOMTREE TR | 116319 | 10402408 | US QTLY DIV GRT |
| VANGUARD INDEX FDS | 30688 | 10288825 | TOTAL STK MKT |
| ISHARES TR | 71675 | 8834612 | S&P 500 GRWT ETF |
| VANGUARD TAX-MANAGED FDS | 128702 | 8040010 | VAN FTSE DEV MKT |
| VANGUARD BD INDEX FDS | 106597 | 7895644 | TOTAL BND MRKT |
| ISHARES TR | 11053 | 7570336 | CORE S&P500 ETF |
| SPDR GOLD TR | 18885 | 7484153 | GOLD SHS |
| SCHWAB STRATEGIC TR | 294231 | 7073311 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 215333 | 7024164 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 33226 | 6948221 | EXTEND MKT ETF |
| PACER FDS TR | 110954 | 6676073 | US CASH COWS 100 |
| ALPHABET INC | 20460 | 6403875 | CAP STK CL A |
| VANGUARD BD INDEX FDS | 79628 | 6201452 | INTERMED TERM |
| ALPHABET INC | 19358 | 6074553 | CAP STK CL C |
| VANGUARD INDEX FDS | 18743 | 5439448 | MID CAP ETF |
| VICTORY PORTFOLIOS II | 59539 | 5436341 | USAA MSCI USA SM |
| VANGUARD WORLD FD | 27525 | 5329669 | COMM SRVC ETF |
| ISHARES INC | 72646 | 5279905 | MSCI EMRG CHN |
| INVESCO EXCH TRADED FD TR II | 80406 | 5270195 | RAFI DVLPD MRKTS |
| J P MORGAN EXCHANGE TRADED F | 87708 | 5020412 | EQUITY PREMIUM |
| PHILIP MORRIS INTL INC | 29928 | 4800397 | COM |
| INNOVATOR ETFS TRUST | 89244 | 4734251 | US EQTY BUFR MAR |
| AMERICAN CENTY ETF TR | 100183 | 4733649 | DIVERSIFID CRP |
| VANGUARD WORLD FD | 15717 | 4689640 | INDUSTRIAL ETF |
| HOME DEPOT INC | 13233 | 4553344 | COM |
| GOLDMAN SACHS ETF TR | 88591 | 4534993 | MUNI INCOME ETF |
| LOCKHEED MARTIN CORP | 9332 | 4513642 | COM |
| VANGUARD WORLD FD | 11384 | 4484387 | CONSUM DIS ETF |
| ISHARES TR | 41838 | 4352826 | MORNINGSTAR GRWT |
| BERKSHIRE HATHAWAY INC DEL | 8551 | 4298109 | CL B NEW |
| EXXON MOBIL CORP | 35625 | 4287150 | COM |
| FIRST TR EXCHNG TRADED FD VI | 96135 | 4260706 | SMITH OPPORT FXD |
| JOHNSON & JOHNSON | 20272 | 4195331 | COM |
| J P MORGAN EXCHANGE TRADED F | 82660 | 4174349 | MUNICIPAL ETF |
| JPMORGAN CHASE & CO. | 12904 | 4157866 | COM |
| ISHARES TR | 33860 | 4069319 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 102318 | 4050766 | US CORE EQUITY 2 |
| GUGGENHEIM STRATEGIC OPPORTU | 287555 | 3703709 | COM SBI |
| ISHARES TR | 68083 | 3643121 | NEW YORK MUN ETF |
| TOUCHSTONE ETF TRUST | 142674 | 3614643 | ULTRA SHORT INCM |
| SELECT SECTOR SPDR TR | 25083 | 3611245 | STATE STREET TEC |
| GOLDMAN SACHS ETF TR | 83837 | 3599961 | ACTIVEBETA INT |
| VANGUARD INTL EQUITY INDEX F | 66758 | 3588913 | FTSE EMR MKT ETF |
| ISHARES TR | 24053 | 3576492 | CORE S&P TTL STK |
| DUKE ENERGY CORP NEW | 28799 | 3375589 | COM NEW |
| ISHARES TR | 44911 | 3365630 | RUSEL 2500 ETF |
| PEPSICO INC | 23101 | 3315453 | COM |
| FRANKLIN TEMPLETON ETF TR | 133301 | 3315208 | FRANKLIN DYN MUN |
| PROCTER AND GAMBLE CO | 22783 | 3264967 | COM |
| DIMENSIONAL ETF TRUST | 43196 | 3203852 | US EQUITY MARKET |
| ALPS ETF TR | 67340 | 3166343 | ALERIAN MLP |
| FIRST TR EXCHANGE-TRADED FD | 120642 | 3165656 | FT VEST RIS |
| HARTFORD FDS EXCHANGE TRADED | 77305 | 3023393 | MUN OPORTUNITE |
| S&P GLOBAL INC | 5748 | 3003847 | COM |
| VANGUARD INDEX FDS | 33680 | 2980369 | REAL ESTATE ETF |
| INNOVATOR ETFS TRUST | 68814 | 2971268 | US EQTY PWR BUF |
| TESLA INC | 5828 | 2621042 | COM |
| ABBVIE INC | 11432 | 2612106 | COM |
| VANGUARD WORLD FD | 12329 | 2604421 | CONSUM STP ETF |
| INVESCO EXCH TRD SLF IDX FD | 41422 | 2532108 | RUSL 1000 DYNM |
| ISHARES TR | 26342 | 2529667 | MSCI EAFE ETF |
| VANGUARD INDEX FDS | 9799 | 2527529 | SMALL CP ETF |
| VANGUARD STAR FDS | 31742 | 2394649 | VG TL INTL STK F |
| ISHARES TR | 34175 | 2372396 | CORE DIV GRWTH |
| J P MORGAN EXCHANGE TRADED F | 37214 | 2351181 | US QUALTY FCTR |
| META PLATFORMS INC | 3540 | 2336475 | CL A |
| PALANTIR TECHNOLOGIES INC | 12834 | 2281249 | CL A |
| ISHARES TR | 23285 | 2255890 | S&P MC 400GR ETF |
| NETFLIX INC | 23608 | 2213441 | COM |
| ISHARES TR | 26336 | 2172163 | CORE MSCI INTL |
| FIRST TR EXCHANGE-TRADED FD | 46870 | 2159785 | SHS |
| BROADCOM INC | 6147 | 2127563 | COM |
| INTERNATIONAL BUSINESS MACHS | 7156 | 2119561 | COM |
| SOUTHERN CO | 23612 | 2058933 | COM |
| TOUCHSTONE ETF TRUST | 78440 | 2052779 | SECURITIZED INCO |
| VANGUARD ADMIRAL FDS INC | 4612 | 2050319 | 500 GRTH IDX F |
| CROWDSTRIKE HLDGS INC | 4341 | 2034887 | CL A |
| SCHWAB STRATEGIC TR | 74048 | 2031132 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 85345 | 1994508 | US AGGREGATE B |
| RTX CORPORATION | 10709 | 1963994 | COM |
| VANGUARD MALVERN FDS | 39643 | 1960743 | STRM INFPROIDX |
| ELI LILLY & CO | 1824 | 1960252 | COM |
| VANGUARD SCOTTSDALE FDS | 16025 | 1951044 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 65782 | 1947819 | US LCAP VA ETF |
| VANGUARD WORLD FD | 10508 | 1944400 | UTILITIES ETF |
| MCDONALDS CORP | 6199 | 1894688 | COM |
| ISHARES TR | 41434 | 1886490 | S&P 500 BUYWRITE |
| PGIM ETF TR | 36651 | 1817534 | PGIM ULTRA SH BD |
| ABBOTT LABS | 14125 | 1769728 | COM |
| ISHARES TR | 13949 | 1766920 | GLOBAL 100 ETF |
| JANUS DETROIT STR TR | 33479 | 1742917 | HENDERSON SECURI |
| PROFESIONALLY MANAGED PORTFO | 26444 | 1732346 | AKRE FOCUS ETF |
| DEERE & CO | 3679 | 1712832 | COM |
| EVERGY INC | 23522 | 1705131 | COM |
| ETF SER SOLUTIONS | 17042 | 1704704 | CLEARSHS ULTRA |
| CISCO SYS INC | 22099 | 1702258 | COM |
| ISHARES TR | 17963 | 1691384 | MSCI USA MIN VOL |
| COCA COLA CO | 24075 | 1683084 | COM |
| PIMCO ETF TR | 18036 | 1678762 | ACTIVE BD ETF |
| SPDR INDEX SHS FDS | 25870 | 1665769 | EURO STOXX 50 |
| SCHWAB CHARLES CORP | 16395 | 1638039 | COM |
| ISHARES TR | 8190 | 1626662 | MSCI USA QLT FCT |
| FIDELITY COVINGTON TRUST | 51833 | 1590755 | FUNDAMENTAL SMAL |
| FIRST TR EXCHANGE TRADED FD | 9449 | 1590129 | TECH ALPHADEX |
| VISA INC | 4530 | 1588858 | COM CL A |
| AMERICAN CENTY ETF TR | 24739 | 1577609 | AVANTIS EMERGING |
| INNOVATOR ETFS TRUST | 41589 | 1570268 | US EQT ULTRA BF |
| ISHARES TR | 8326 | 1508821 | RUS 2000 VAL ETF |
| INVESCO ACTIVELY MANAGED EXC | 31537 | 1495485 | TOTAL RETURN |
| J P MORGAN EXCHANGE TRADED F | 31423 | 1487900 | CORE PLUS BD ETF |
| ISHARES TR | 5995 | 1475690 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 12505 | 1472089 | STATE STREET COM |
| BLACKROCK ETF TRUST | 23828 | 1448981 | ISHARES US EQUIT |
| ISHARES TR | 3711 | 1435632 | RUSSELL 3000 ETF |
| ISHARES TR | 3011 | 1425175 | RUS 1000 GRW ETF |
| FIDELITY COVINGTON TRUST | 18055 | 1403596 | MSCI FINLS IDX |
| VANGUARD BD INDEX FDS | 17741 | 1398188 | SHORT TRM BOND |
| VANGUARD MALVERN FDS | 17914 | 1395379 | CORE BD ETF |
| SELECT SECTOR SPDR TR | 30577 | 1367076 | STATE STREET ENE |
| LEIDOS HOLDINGS INC | 7553 | 1362561 | COM |
| JOHNSON CTLS INTL PLC | 11249 | 1347068 | SHS |
| ISHARES INC | 7236 | 1344219 | MSCI WORLD ETF |
| ISHARES TR | 16311 | 1342986 | MRGSTR MD CP VAL |
| CATERPILLAR INC | 2283 | 1308126 | COM |
| NEOS ETF TRUST | 29679 | 1306485 | BITCOIN HIGH INC |
| CONOCOPHILLIPS | 13902 | 1301340 | COM |
| ROYAL GOLD INC | 5766 | 1281724 | COM |
| VANGUARD WORLD FD | 4433 | 1276165 | HEALTH CAR ETF |
| SELECT SECTOR SPDR TR | 8080 | 1250775 | STATE STREET HEA |
| PNC FINL SVCS GROUP INC | 5879 | 1227124 | COM |
| SELECT SECTOR SPDR TR | 7851 | 1217876 | STATE STREET IND |
| ISHARES TR | 3147 | 1175308 | RUS 1000 ETF |
| SCHWAB STRATEGIC TR | 43638 | 1174297 | US LRG CAP ETF |
| ALTRIA GROUP INC | 20232 | 1166599 | COM |
| JANUS DETROIT STR TR | 22992 | 1162935 | HENDRSON AAA CL |
| VANGUARD INDEX FDS | 3830 | 1157219 | SML CP GRW ETF |
| WASTE MGMT INC DEL | 5265 | 1156773 | COM |
| ISHARES TR | 3797 | 1143403 | ISHARES SEMICDTR |
| GLOBAL X FDS | 64437 | 1138602 | NASDAQ 100 COVER |
| VERIZON COMMUNICATIONS INC | 27456 | 1118298 | COM |
| LOWES COS INC | 4615 | 1113016 | COM |
| VANGUARD WORLD FD | 8321 | 1110752 | FINANCIALS ETF |
| FIDELITY COVINGTON TRUST | 4881 | 1096573 | MSCI INFO TECH I |
| ADVANCED MICRO DEVICES INC | 4953 | 1060781 | COM |
| AMGEN INC | 3191 | 1044496 | COM |
| STARBUCKS CORP | 12339 | 1039062 | COM |
| ISHARES TR | 15682 | 1035022 | CORE S&P MCP ETF |
| VANGUARD MUN BD FDS | 10219 | 1030382 | INTERMEDIATE TRM |
| FIRST TR EXCHANGE TRADED FD | 12794 | 1021857 | INDLS PROD DUR |
| ISHARES TR | 5048 | 1007892 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 4668 | 988651 | SM CP VAL ETF |
| ISHARES SILVER TR | 15317 | 986721 | ISHARES |
| SOLARIS ENERGY INFRAS INC | 21458 | 986412 | COM CL A |
| SELECT SECTOR SPDR TR | 17896 | 980156 | STATE STREET FIN |
| FIDELITY COVINGTON TRUST | 13018 | 966950 | MSCI HLTH CARE I |
| FIRST CTZNS BANCSHARES INC D | 449 | 963635 | CL A |
| INVESCO EXCHANGE TRADED FD T | 5015 | 960747 | S&P500 EQL WGT |
| ETF SER SOLUTIONS | 21213 | 927005 | APTUS COLLRD INV |
| SIMPLIFY EXCHANGE TRADED FUN | 41122 | 915787 | HIGH YIELD ETF |
| CHEVRON CORP NEW | 5937 | 904801 | COM |
| ORACLE CORP | 4595 | 895516 | COM |
| ONEOK INC NEW | 12155 | 893399 | COM |
| INVESCO EXCHANGE TRADED FD T | 18941 | 862005 | S&P500 EQL TEC |
| ISHARES TR | 7870 | 831750 | EXPANDED TECH |
| BANK AMERICA CORP | 15115 | 831313 | COM |
| AMPHENOL CORP NEW | 6141 | 829882 | CL A |
| SALESFORCE INC | 3123 | 827314 | COM |
| SCHWAB STRATEGIC TR | 27118 | 815435 | US MID-CAP ETF |
| BANK NOVA SCOTIA HALIFAX | 10988 | 809708 | COM |
| J P MORGAN EXCHANGE TRADED F | 16464 | 808060 | US VALUE FACTR |
| ISHARES TR | 8378 | 806522 | RUS MID CAP ETF |
| NORTHROP GRUMMAN CORP | 1393 | 794070 | COM |
| ISHARES TR | 5475 | 772742 | SELECT DIVID ETF |
| J P MORGAN EXCHANGE TRADED F | 11691 | 770554 | BETABULDRS JAPAN |
| FIRST HAWAIIAN INC | 29112 | 736526 | COM |
| MORGAN STANLEY | 4121 | 731601 | COM NEW |
| HARTFORD FDS EXCHANGE TRADED | 20411 | 724182 | STRATEGIC INCOME |
| UNITEDHEALTH GROUP INC | 2175 | 717843 | COM |
| ISHARES TR | 21143 | 716748 | US TELECOM ETF |
| CRANE COMPANY | 3876 | 714851 | COMMON STOCK |
| AMERICAN EXPRESS CO | 1912 | 707296 | COM |
| VANGUARD MUN BD FDS | 14027 | 705393 | TAX EXEMPT BD |
| LPL FINL HLDGS INC | 1957 | 698982 | COM |
| PPL CORP | 19911 | 697283 | COM |
| ISHARES TR | 8944 | 693431 | EAFE SML CP ETF |
| VANGUARD INTL EQUITY INDEX F | 8151 | 681487 | FTSE EUROPE ETF |
| FIRST TR EXCHANGE TRADED FD | 9960 | 680991 | CONSUMR DISCRE |
| INNOVATOR ETFS TRUST | 15663 | 677425 | US EQTY PWR BF |
| MERCK & CO INC | 6323 | 665596 | COM |
| ISHARES TR | 6640 | 663195 | CORE US AGGBD ET |
| RUSH ENTERPRISES INC | 12032 | 648990 | CL A |
| GILEAD SCIENCES INC | 5226 | 641488 | COM |
| QUALCOMM INC | 3737 | 639151 | COM |
| ISHARES TR | 6779 | 631270 | MSCI AC ASIA ETF |
| GLOBAL X FDS | 17319 | 627483 | RBTCS ARTFL INTE |
| ISHARES BITCOIN TRUST ETF | 12538 | 622526 | SHS BEN INT |
| ETF SER SOLUTIONS | 21776 | 619973 | APTUS DEFINED |
| T ROWE PRICE ETF INC | 17003 | 610408 | SMALL MID CAP |
| BLACKROCK ETF TRUST II | 12525 | 609717 | ISHARES HIGH YIE |
| VANGUARD CALIF TAX FREE FDS | 6077 | 609251 | TAX EXEMPT BD FD |
| NEXTERA ENERGY INC | 7550 | 606143 | COM |
| DISNEY WALT CO | 5301 | 603057 | COM |
| ISHARES TR | 4657 | 600414 | U.S. FINLS ETF |
| VANGUARD SCOTTSDALE FDS | 1910 | 590266 | VNG RUS1000IDX |
| MASTERCARD INCORPORATED | 1034 | 590117 | CL A |
| ISHARES TR | 2779 | 584493 | RUS 1000 VAL ETF |
| GENERAL DYNAMICS CORP | 1715 | 577238 | COM |
| SELECT WATER SOLUTIONS INC | 54443 | 572740 | CL A COM |
| SYSCO CORP | 7737 | 570140 | COM |
| ETF SER SOLUTIONS | 23273 | 566238 | APTUS INT ENH YL |
| VANGUARD INTL EQUITY INDEX F | 7662 | 563603 | ALLWRLD EX US |
| INNOVATOR ETFS TRUST | 12415 | 556383 | US EQTY BUFR MAY |
| FIRST TR EXCHANGE TRADED FD | 10698 | 554868 | NASDQ ARTFCIAL |
| MICRON TECHNOLOGY INC | 1936 | 552554 | COM |
| ETF SER SOLUTIONS | 14606 | 550239 | APTUS LARGE CAP |
| FIRST TR EXCHANGE TRADED FD | 7875 | 547076 | RISNG DIVD ACHIV |
| VANGUARD BD INDEX FDS | 10871 | 541793 | VANGUARD ULTRA |
| COREWEAVE INC | 7465 | 534596 | COM CL A |
| ISHARES TR | 8192 | 533316 | US HLTHCARE ETF |
| HONEYWELL INTL INC | 2722 | 530969 | COM |
| FIRST TR EXCHANGE-TRADED FD | 13670 | 523834 | SMID RISNG ETF |
| GOLDMAN SACHS GROUP INC | 590 | 518610 | COM |
| SCHWAB STRATEGIC TR | 18178 | 517722 | US SML CAP ETF |
| ISHARES TR | 10851 | 515748 | U.S. ENERGY ETF |
| AT&T INC | 20682 | 513742 | COM |
| TRUIST FINL CORP | 10358 | 509717 | COM |
| FIRSTENERGY CORP | 11163 | 499777 | COM |
| STRYKER CORPORATION | 1421 | 499439 | COM |
| SCHWAB STRATEGIC TR | 18787 | 499171 | FUNDAMENTAL US B |
| SPDR INDEX SHS FDS | 11072 | 491708 | PORTFOLIO DEVLPD |
| FIRST TR EXCHANGE-TRADED FD | 11371 | 486565 | INDXX AEROSPACE |
| SCHWAB STRATEGIC TR | 14256 | 466886 | EMRG MKTEQ ETF |
| OLD DOMINION FREIGHT LINE IN | 2963 | 464598 | COM |
| INNOVATOR ETFS TRUST | 9418 | 463837 | US EQTY BUF SEP |
| INNOVATOR ETFS TRUST | 10338 | 459664 | US EQTY BUF NOV |
| VANGUARD INTL EQUITY INDEX F | 3249 | 458262 | TT WRLD ST ETF |
| ISHARES TR | 5121 | 458125 | CORE MSCI EAFE |
| VANGUARD BD INDEX FDS | 6574 | 457031 | LONG TERM BOND |
| ETF SER SOLUTIONS | 12060 | 446578 | OPUS SML CP VL |
| MCKESSON CORP | 544 | 446238 | COM |
| ISHARES TR | 6413 | 445269 | U S EQUITY FACTR |
| ETF SER SOLUTIONS | 8655 | 444110 | APTUS DRAWDOWN |
| FORTINET INC | 5456 | 433261 | COM |
| ISHARES INC | 5140 | 414975 | MSCI JAPAN ETF |
| VANGUARD WORLD FD | 1967 | 408167 | MATERIALS ETF |
| NORFOLK SOUTHN CORP | 1413 | 407906 | COM |
| BOEING CO | 1837 | 398742 | COM |
| TRAVELERS COMPANIES INC | 1371 | 397672 | COM |
| UNIVERSAL HLTH SVCS INC | 1823 | 397450 | CL B |
| ISHARES TR | 9032 | 397227 | MSCI UK ETF NEW |
| FIDELITY COVINGTON TRUST | 4810 | 396729 | MSCI INDL INDX |
| MEDTRONIC PLC | 4121 | 395863 | SHS |
| BLACKROCK INC | 368 | 394138 | COM |
| FLEXSHARES TR | 4246 | 393732 | M STAR DEV MKT |
| DIMENSIONAL ETF TRUST | 10240 | 390245 | INTL CORE EQT MK |
| BAKER HUGHES COMPANY | 8369 | 381147 | CL A |
| VANGUARD WORLD FD | 3005 | 378397 | ENERGY ETF |
| CAPITAL GROUP DIVIDEND VALUE | 8610 | 375740 | SHS CREATION UNI |
| PACER FDS TR | 6629 | 368440 | TRENDP US LAR CP |
| UNION PAC CORP | 1560 | 360838 | COM |
| CBOE GLOBAL MKTS INC | 1426 | 357926 | COM |
| THERMO FISHER SCIENTIFIC INC | 611 | 354044 | COM |
| KROGER CO | 5574 | 348264 | COM |
| MUELLER WTR PRODS INC | 14509 | 345604 | COM SER A |
| ISHARES TR | 5114 | 342229 | US CONSM STAPLES |
| AUTONATION INC | 1629 | 336356 | COM |
| ISHARES TR | 4001 | 331333 | 1 3 YR TREAS BD |
| YUM BRANDS INC | 2185 | 330619 | COM |
| AON PLC | 936 | 330420 | SHS CL A |
| VANGUARD MUN BD FDS | 4336 | 327705 | CORE TAX EXEMPT |
| VANGUARD WORLD FD | 2702 | 326816 | ESG US STK ETF |
| VANGUARD WORLD FD | 786 | 324437 | MEGA GRWTH IND |
| BRISTOL-MYERS SQUIBB CO | 5936 | 320170 | COM |
| ISHARES INC | 5334 | 319840 | MSCI SWITZERLAND |
| PFIZER INC | 12806 | 318881 | COM |
| ISHARES INC | 4711 | 316673 | CORE MSCI EMKT |
| VANGUARD INDEX FDS | 1780 | 315719 | MCAP VL IDXVIP |
| APPLIED MATLS INC | 1228 | 315584 | COM |
| LAM RESEARCH CORP | 1834 | 313944 | COM NEW |
| BANK NEW YORK MELLON CORP | 2682 | 311353 | COM |
| PHILLIPS 66 | 2407 | 310662 | COM |
| ISHARES TR | 3216 | 309296 | 7-10 YR TRSY BD |
| FIRST TR EXCHANGE TRADED FD | 4317 | 308450 | NASDAQ CYB ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 3822 | 306893 | COM |
| WELLS FARGO CO NEW | 3285 | 306142 | COM |
| FIRST TR EXCHANGE TRADED FD | 18222 | 300116 | ENERGY ALPHADX |
| RYDER SYS INC | 1545 | 295698 | COM |
| ISHARES TR | 1910 | 294064 | U.S. BAS MTL ETF |
| CSX CORP | 8081 | 292933 | COM |
| ISHARES INC | 4567 | 292745 | MSCI EURZONE ETF |
| MARTIN MARIETTA MATLS INC | 469 | 291874 | COM |
| CORNING INC | 3331 | 291662 | COM |
| FIRST TR EXCHANGE TRADED FD | 4831 | 291551 | FINLS ALPHADEX |
| FREEPORT-MCMORAN INC | 5673 | 288145 | CL B |
| ENTERPRISE PRODS PARTNERS L | 8934 | 286416 | COM |
| ISHARES TR | 2353 | 286095 | CORE HIGH DV ETF |
| ISHARES TR | 4388 | 285253 | CORE 60/40 BALAN |
| CANADIAN NATL RY CO | 2877 | 284391 | COM |
| CUMMINS INC | 544 | 277541 | COM |
| EATON CORP PLC | 859 | 273600 | SHS |
| CITIGROUP INC | 2322 | 270978 | COM NEW |
| ZILLOW GROUP INC | 3945 | 269128 | CL C CAP STK |
| ISHARES TR | 2828 | 265539 | U.S. REAL ES ETF |
| ISHARES TR | 2703 | 263566 | ASIA 50 ETF |
| FIDELITY COVINGTON TRUST | 5310 | 261220 | CONSMR STAPLES |
| SELECT SECTOR SPDR TR | 6090 | 259966 | STATE STREET UTI |
| ISHARES TR | 1889 | 258737 | RUS MD CP GR ETF |
| L3HARRIS TECHNOLOGIES INC | 880 | 258342 | COM |
| ISHARES GOLD TR | 5949 | 255748 | SHARES REPRESENT |
| ISHARES TR | 4107 | 255251 | U.S. MED DVC ETF |
| LABCORP HOLDINGS INC | 1016 | 254872 | COM SHS |
| FIRST TR EXCHANGE TRADED FD | 5638 | 253766 | UTILITIES ALPH |
| ISHARES INC | 4691 | 252986 | MSCI CDA ETF |
| GE AEROSPACE | 817 | 251683 | COM NEW |
| FIRST TR EXCHANGE-TRADED ALP | 2914 | 251035 | COM SHS |
| ENBRIDGE INC | 5170 | 247275 | COM |
| FIRST TR EXCHNG TRADED FD VI | 9796 | 246562 | SMITH UNCONSTRAI |
| PARKER-HANNIFIN CORP | 277 | 243472 | COM |
| VANGUARD WELLINGTON FD | 2377 | 241444 | SHORT TRM TAX EX |
| INTEL CORP | 6521 | 240627 | COM |
| MANULIFE FINL CORP | 6631 | 240573 | COM |
| ISHARES TR | 1428 | 239900 | CORE S&P US GWT |
| DANAHER CORPORATION | 1045 | 239221 | COM |
| APPLIED INDL TECHNOLOGIES IN | 931 | 239053 | COM |
| WW GRAINGER INC | 236 | 238136 | COM |
| INVESCO GALAXY BITCOIN ETF | 2721 | 237190 | COM SHS BEN INT |
| SEABOARD CORP DEL | 53 | 235575 | COM |
| ISHARES TR | 4070 | 233852 | CALIF MUN BD ETF |
| ELEVATION SERIES TRUST | 5488 | 233527 | TRUESHARES OCT |
| COPART INC | 5900 | 230985 | COM |
| FRANKLIN TEMPLETON ETF TR | 7788 | 230758 | FRANKLIN ASIA |
| DIMENSIONAL ETF TRUST | 4593 | 230026 | CALIF MUN BD ETF |
| NOVARTIS AG | 1668 | 229967 | SPONSORED ADR |
| MATSON INC | 1845 | 227902 | COM |
| PROLOGIS INC. | 1768 | 225667 | COM |
| ETF SER SOLUTIONS | 10097 | 224158 | APTUS ENHANCED |
| ISHARES TR | 1049 | 222534 | S&P 500 VAL ETF |
| INNOVATOR ETFS TRUST | 4492 | 222015 | US EQTY BUF OCT |
| CHUBB LIMITED | 709 | 221293 | COM |
| ISHARES TR | 4012 | 219477 | MSCI EMG MKT ETF |
| NASDAQ INC | 2259 | 219417 | COM |
| US BANCORP DEL | 4104 | 218969 | COM NEW |
| SEMPRA | 2472 | 218253 | COM |
| INNOVATOR ETFS TRUST | 5587 | 218128 | US EQTY ULTRA B |
| INVESCO EXCHANGE TRADED FD T | 7479 | 217078 | S&P500 EQL STP |
| CLOROX CO DEL | 2141 | 215877 | COM |
| QORVO INC | 2552 | 215670 | COM |
| AST SPACEMOBILE INC | 2965 | 215348 | COM CL A |
| FIDELITY COVINGTON TRUST | 2927 | 214486 | MSCI COMMNTN SVC |
| VERTEX PHARMACEUTICALS INC | 470 | 213079 | COM |
| ISHARES TR | 3025 | 210964 | FUTURE EXPONENTI |
| TEVA PHARMACEUTICAL INDS LTD | 6600 | 205986 | SPONSORED ADS |
| INVESCO EXCHANGE TRADED FD T | 4356 | 204373 | RAFI US 1000 ETF |
| VANGUARD WHITEHALL FDS | 3029 | 204245 | EM MK GOV BD ETF |
| SLB LIMITED | 5315 | 204000 | COM STK |
| VANGUARD WHITEHALL FDS | 1417 | 203368 | HIGH DIV YLD |
| INVESCO EXCHANGE TRADED FD T | 1513 | 203227 | BUYBACK ACHIEV |
| ISHARES TR | 629 | 203015 | RUS 2000 GRW ETF |
| EATON VANCE TAX-MANAGED DIVE | 10139 | 155532 | COM |
| FORD MTR CO | 11558 | 151635 | COM |
| ENDEAVOUR SILVER CORP | 15000 | 141000 | COM |
| CALAMOS GLOBAL TOTAL RETURN | 11263 | 128286 | COM SH BEN INT |
| ALTO INGREDIENTS INC | 24000 | 69120 | COM |
| PRAIRIE OPER CO | 16944 | 28635 | COM |
| COGNITION THERAPEUTICS INC | 10000 | 13500 | COM |
| IMMUNIC INC | 10417 | 5560 | COM |
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