WBH ADVISORY INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1259671
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.3B
Holdings
350
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WBH ADVISORY INC disclosed 350 positions worth $1.3B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 8 new positions and exited 9 — including a new stake in $KEYS and a full exit from $SEIC. The portfolio is most concentrated in Other (82.0% of disclosed assets). All figures are sourced directly from WBH ADVISORY INC’s Form 13F-HR filing with the SEC under CIK 1259671.
AI Fund Analysis
StableVANGUARD INDEX FDS
5.2% weight
Held 9 quarters
VANGUARD WORLD FD
4.3% weight
Held 9 quarters
SPDR SERIES TRUST
4.1% weight
Held 9 quarters
SCHWAB STRATEGIC TR
4.0% weight
Held 9 quarters
SELECT SECTOR SPDR TR
3.0% weight
Held 9 quarters
VANGUARD SCOTTSDALE FDS
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
ISHARES U S ETF TR
8 quarters accumulating
CAPITAL GRP FIXED INCM ETF
8 quarters accumulating
SPDR INDEX SHS FDS
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$69.2M214,106 shVANGUARD WORLD FD
—Quality
$57.1M80,807 shSPDR SERIES TRUST
—Quality
$54.8M710,952 shSCHWAB STRATEGIC TR
—Quality
$53.6M2,119,640 shSELECT SECTOR SPDR TR
—Quality
$40.3M298,721 shVANGUARD STAR FDS
—Quality
$38.3M491,313 shFIDELITY MERRIMACK STR TR
—Quality
$33.5M733,804 shBLACKROCK ETF TRUST
—Quality
$25.9M1,052,246 shVANGUARD BD INDEX FDS
—Quality
$24.3M330,479 shVANGUARD INDEX FDS
—Quality
$23.5M89,261 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $69.2M | 214,106 |
| VANGUARD WORLD FD | — | $57.1M | 80,807 |
| SPDR SERIES TRUST | — | $54.8M | 710,952 |
| SCHWAB STRATEGIC TR | — | $53.6M | 2,119,640 |
| SELECT SECTOR SPDR TR | — | $40.3M | 298,721 |
| VANGUARD STAR FDS | — | $38.3M | 491,313 |
| FIDELITY MERRIMACK STR TR | — | $33.5M | 733,804 |
| BLACKROCK ETF TRUST | — | $25.9M | 1,052,246 |
| VANGUARD BD INDEX FDS | — | $24.3M | 330,479 |
| VANGUARD INDEX FDS | — | $23.5M | 89,261 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WBH ADVISORY INC's 350 positions.
Showing top 10 of 350 holdings.
Sector Allocation
Other
$1.1B
Technology
$72.6M
Financials
$53.4M
Industrials
$34.2M
Consumer Discretionary
$29.3M
Healthcare
$18.3M
Consumer Staples
$13.3M
Utilities
$4.8M
Full Holdings — WBH ADVISORY INC (Q1 2026)
All 350 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $69.2M | 5.2% | -0% | — |
| 2 | — | VANGUARD WORLD FD | $57.1M | 4.3% | -9% | — |
| 3 | — | SPDR SERIES TRUST | $54.8M | 4.1% | +3% | — |
| 4 | — | SCHWAB STRATEGIC TR | $53.6M | 4.0% | +4% | — |
| 5 | — | SELECT SECTOR SPDR TR | $40.3M | 3.0% | +3% | — |
| 6 | — | VANGUARD STAR FDS | $38.3M | 2.9% | +2% | — |
| 7 | — | FIDELITY MERRIMACK STR TR | $33.5M | 2.5% | +3% | — |
| 8 | — | BLACKROCK ETF TRUST | $25.9M | 1.9% | +4% | — |
| 9 | — | VANGUARD BD INDEX FDS | $24.3M | 1.8% | -7% | — |
| 10 | — | VANGUARD INDEX FDS | $23.5M | 1.8% | -3% | — |
| 11 | — | VANGUARD SCOTTSDALE FDS | $23.0M | 1.7% | +6% | — |
| 12 | — | VANGUARD SCOTTSDALE FDS | $22.3M | 1.7% | +7% | — |
| 13 | — | SCHWAB STRATEGIC TR | $21.8M | 1.6% | -11% | — |
| 14 | — | ISHARES TR | $21.6M | 1.6% | -0% | — |
| 15 | — | SCHWAB STRATEGIC TR | $21.1M | 1.6% | -1% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS | $20.2M | 1.5% | +5% | — |
| 17 | — | ISHARES TR | $19.9M | 1.5% | +6% | — |
| 18 | — | BLACKROCK ETF TRUST | $19.3M | 1.4% | -2% | — |
| 19 |  $AAPL | Apple Inc. | $18.2M | 1.4% | -1% | 76.1 |
| 20 | — | SCHWAB STRATEGIC TR | $17.9M | 1.3% | +2% | — |
| 21 | — | SELECT SECTOR SPDR TR | $16.8M | 1.3% | -8% | — |
| 22 | — | SELECT SECTOR SPDR TR | $16.7M | 1.3% | -2% | — |
| 23 | — | VANGUARD WORLD FD | $16.1M | 1.2% | -6% | — |
| 24 | — | SELECT SECTOR SPDR TR | $15.7M | 1.2% | -11% | — |
| 25 | — | SPDR SERIES TRUST | $15.2M | 1.1% | +1% | — |
| 26 |  $MSFT | MICROSOFT CORP | $15.0M | 1.1% | -1% | 83.7 |
| 27 | — | ISHARES TR | $14.6M | 1.1% | -3% | — |
| 28 | — | SELECT SECTOR SPDR TR | $14.3M | 1.1% | -5% | — |
| 29 | — | J P MORGAN EXCHANGE TRADED F | $13.5M | 1.0% | +37% | — |
| 30 | — | ISHARES U S ETF TR | $12.7M | 0.9% | +7% | — |
| 31 | — | SPDR SERIES TRUST | $12.6M | 0.9% | +1% | — |
| 32 | — | VANGUARD WORLD FD | $12.2M | 0.9% | -8% | — |
| 33 | — | CAPITAL GRP FIXED INCM ETF T | $11.8M | 0.9% | +4% | — |
| 34 | — | SELECT SECTOR SPDR TR | $11.7M | 0.9% | -3% | — |
| 35 |  $DOV | DOVER Corp | $11.3M | 0.8% | -3% | 63.1 |
| 36 | — | SPDR INDEX SHS FDS | $10.5M | 0.8% | +16% | — |
| 37 | — | ISHARES INC | $9.6M | 0.7% | +13% | — |
| 38 | — | J P MORGAN EXCHANGE TRADED F | $9.1M | 0.7% | +7% | — |
| 39 | — | ISHARES TR | $9.0M | 0.7% | +17% | — |
| 40 | — | SELECT SECTOR SPDR TR | $8.6M | 0.7% | -3% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.6M | 0.7% | -1% | 64.5 |
| 42 | — | VANGUARD INTL EQUITY INDEX F | $8.5M | 0.6% | +0% | — |
| 43 |  $SPY | SPDR S&P 500 ETF TRUST | $8.5M | 0.6% | +0% | — |
| 44 |  $IVZ | Invesco Ltd. | $8.2M | 0.6% | -4% | — |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.9M | 0.5% | -4% | — |
| 46 | — | SCHWAB STRATEGIC TR | $6.7M | 0.5% | +8% | — |
| 47 |  $GOOG | Alphabet Inc. | $6.6M | 0.5% | -4% | 80.2 |
| 48 |  $LLY | ELI LILLY & Co | $6.5M | 0.5% | -5% | 89.3 |
| 49 |  $META | Meta Platforms, Inc. | $6.4M | 0.5% | -8% | 80.9 |
| 50 | — | ISHARES TR | $6.0M | 0.5% | -12% | — |
| 51 | — | SPDR INDEX SHS FDS | $5.7M | 0.4% | +18% | — |
| 52 | — | ISHARES TR | $5.6M | 0.4% | -0% | — |
| 53 | — | ISHARES TR | $5.4M | 0.4% | -19% | — |
| 54 | — | VANGUARD WORLD FD | $5.4M | 0.4% | +1% | — |
| 55 | — | ISHARES TR | $5.2M | 0.4% | +29% | — |
| 56 |  $JNJ | JOHNSON & JOHNSON | $5.2M | 0.4% | +1% | 72.8 |
| 57 | — | SPDR SERIES TRUST | $4.8M | 0.4% | -1% | — |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.7M | 0.3% | -4% | 67 |
| 59 | — | BLACKROCK ETF TRUST II | $4.6M | 0.3% | +32% | — |
| 60 | — | SCHWAB STRATEGIC TR | $4.4M | 0.3% | +0% | — |
| 61 | — | ISHARES TR | $4.4M | 0.3% | -1% | — |
| 62 | — | VANGUARD INDEX FDS | $4.3M | 0.3% | -12% | — |
| 63 |  $PG | PROCTER & GAMBLE Co | $4.3M | 0.3% | -17% | 72.9 |
| 64 | — | VANGUARD INDEX FDS | $4.3M | 0.3% | -8% | — |
| 65 | — | SELECT SECTOR SPDR TR | $4.3M | 0.3% | +16% | — |
| 66 |  $GOOGL | Alphabet Inc. | $4.3M | 0.3% | +3% | 80.2 |
| 67 | — | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.3% | +1% | — |
| 68 |  $MCD | MCDONALDS CORP | $4.2M | 0.3% | -1% | 73.9 |
| 69 | — | VANGUARD INDEX FDS | $4.1M | 0.3% | +92% | — |
| 70 | — | ISHARES TR | $4.1M | 0.3% | -5% | — |
| 71 |  $AMZN | AMAZON COM INC | $3.9M | 0.3% | +8% | 74.6 |
| 72 | — | VANGUARD SCOTTSDALE FDS | $3.8M | 0.3% | +28% | — |
| 73 | — | VANGUARD ADMIRAL FDS INC | $3.8M | 0.3% | -5% | — |
| 74 | — | ISHARES TR | $3.8M | 0.3% | -0% | — |
| 75 | — | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.3% | +12% | — |
| 76 |  $PEP | PEPSICO INC | $3.7M | 0.3% | -2% | 62.7 |
| 77 | — | SCHWAB STRATEGIC TR | $3.7M | 0.3% | +3% | — |
| 78 | — | VANGUARD INDEX FDS | $3.7M | 0.3% | +75% | — |
| 79 |  $CAT | CATERPILLAR INC | $3.6M | 0.3% | -2% | 67.8 |
| 80 | — | ISHARES TR | $3.4M | 0.3% | +4% | — |
| 81 | — | ISHARES INC | $3.3M | 0.3% | -1% | — |
| 82 | — | ISHARES INC | $3.3M | 0.3% | -3% | — |
| 83 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.2% | -15% | 35.6 |
| 84 | — | VANGUARD WORLD FD | $3.2M | 0.2% | -13% | — |
| 85 |  $NVDA | NVIDIA CORP | $3.1M | 0.2% | +84% | 90.2 |
| 86 | — | VANGUARD WORLD FD | $3.1M | 0.2% | +32% | — |
| 87 |  $CMI | CUMMINS INC | $3.1M | 0.2% | -3% | 58.9 |
| 88 | — | SELECT SECTOR SPDR TR | $3.0M | 0.2% | +0% | — |
| 89 |  $GLDM | World Gold Trust | $3.0M | 0.2% | -8% | — |
| 90 | — | SCHWAB STRATEGIC TR | $3.0M | 0.2% | -26% | — |
| 91 | $IVZ | Invesco Ltd. | $3.0M | 0.2% | NEW | — |
| 92 |  $WMT | Walmart Inc. | $3.0M | 0.2% | -0% | 63.2 |
| 93 | — | ISHARES TR | $2.9M | 0.2% | +6% | — |
| 94 | — | SCHWAB STRATEGIC TR | $2.9M | 0.2% | -4% | — |
| 95 | — | ISHARES TR | $2.8M | 0.2% | -2% | — |
| 96 | — | SELECT SECTOR SPDR TR | $2.7M | 0.2% | +0% | — |
| 97 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.2% | +4% | — |
| 98 | — | VANGUARD WORLD FD | $2.7M | 0.2% | -5% | — |
| 99 |  $CSCO | CISCO SYSTEMS, INC. | $2.6M | 0.2% | -8% | 72.3 |
| 100 | — | ISHARES TR | $2.5M | 0.2% | +0% | — |
| 101 | — | SCHWAB STRATEGIC TR | $2.5M | 0.2% | -1% | — |
| 102 | $META | Meta Platforms, Inc. | $2.5M | 0.2% | +25% | 80.9 |
| 103 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.2% | +9% | — |
| 104 | — | VANGUARD WORLD FD | $2.4M | 0.2% | -12% | — |
| 105 | — | ISHARES TR | $2.3M | 0.2% | +112% | — |
| 106 | — | VANGUARD INDEX FDS | $2.2M | 0.2% | -2% | — |
| 107 |  $STT | STATE STREET CORP | $2.2M | 0.2% | +2% | 61.5 |
| 108 | — | VANGUARD WORLD FD | $2.2M | 0.2% | -0% | — |
| 109 |  $HD | HOME DEPOT, INC. | $2.1M | 0.1% | -5% | 69.2 |
| 110 |  $GWW | W.W. GRAINGER, INC. | $2.0M | 0.1% | -3% | 69.5 |
| 111 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.1% | +8% | — |
| 112 |  $YUM | YUM BRANDS INC | $2.0M | 0.1% | -3% | 71.7 |
| 113 | — | ISHARES TR | $1.9M | 0.1% | -51% | — |
| 114 | — | ISHARES TR | $1.9M | 0.1% | -5% | — |
| 115 |  $V | VISA INC. | $1.9M | 0.1% | -2% | 83.5 |
| 116 | — | PIMCO ETF TR | $1.9M | 0.1% | +155% | — |
| 117 | — | VANGUARD TAX-MANAGED FDS | $1.8M | 0.1% | -18% | — |
| 118 | — | SCHWAB STRATEGIC TR | $1.8M | 0.1% | -9% | — |
| 119 |  $TRV | TRAVELERS COMPANIES, INC. | $1.8M | 0.1% | -10% | 71.5 |
| 120 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.1% | +3% | — |
| 121 | — | GOLDMAN SACHS ETF TR | $1.7M | 0.1% | -1% | — |
| 122 | — | SCHWAB STRATEGIC TR | $1.7M | 0.1% | -0% | — |
| 123 | — | VANGUARD SPECIALIZED FUNDS | $1.7M | 0.1% | -2% | — |
| 124 | — | GLOBAL X FDS | $1.7M | 0.1% | -0% | — |
| 125 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.6M | 0.1% | -0% | 68.4 |
| 126 |  $DE | DEERE & CO | $1.6M | 0.1% | +0% | 57.4 |
| 127 | — | ISHARES TR | $1.6M | 0.1% | +5% | — |
| 128 |  $MA | Mastercard Inc | $1.6M | 0.1% | +0% | 81.7 |
| 129 | — | ISHARES TR | $1.5M | 0.1% | -3% | — |
| 130 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.1% | -1% | 63.5 |
| 131 |  $CVX | CHEVRON CORP | $1.5M | 0.1% | +8% | 54.7 |
| 132 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.1% | +0% | 65.7 |
| 133 |  $WM | WASTE MANAGEMENT INC | $1.5M | 0.1% | -2% | 70.7 |
| 134 | — | ISHARES TR | $1.4M | 0.1% | +3% | — |
| 135 |  $CSX | CSX CORP | $1.4M | 0.1% | -9% | 66.4 |
| 136 |  $PH | Parker-Hannifin Corp | $1.4M | 0.1% | +0% | 73.8 |
| 137 | — | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.1% | -9% | — |
| 138 |  $ORCL | ORACLE CORP | $1.4M | 0.1% | -0% | 67.2 |
| 139 | $STT | STATE STREET CORP | $1.4M | 0.1% | -5% | 61.5 |
| 140 |  $XOM | EXXON MOBIL CORP | $1.4M | 0.1% | +11% | 61.8 |
| 141 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.1% | -0% | 85.8 |
| 142 | — | ISHARES TR | $1.4M | 0.1% | -2% | — |
| 143 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.3M | 0.1% | -1% | 60.5 |
| 144 |  $MRK | Merck & Co., Inc. | $1.3M | 0.1% | -3% | 70.9 |
| 145 |  $ABBV | AbbVie Inc. | $1.3M | 0.1% | -2% | 59.3 |
| 146 | — | ISHARES TR | $1.3M | 0.1% | -2% | — |
| 147 |  $RTX | RTX Corp | $1.3M | 0.1% | -4% | 70 |
| 148 |  $DIS | Walt Disney Co | $1.2M | 0.1% | -13% | 68.9 |
| 149 | — | SPDR SERIES TRUST | $1.2M | 0.1% | -5% | — |
| 150 |  $NSC | NORFOLK SOUTHERN CORP | $1.2M | 0.1% | -1% | 70.8 |
| 151 | — | ISHARES INC | $1.2M | 0.1% | +1% | — |
| 152 | — | STATE STR SPDR DOW JONES IND | $1.2M | 0.1% | -1% | — |
| 153 |  $CB | Chubb Ltd | $1.2M | 0.1% | -1% | — |
| 154 |  $PSA | Public Storage | $1.2M | 0.1% | +0% | 73.9 |
| 155 | — | SPDR SERIES TRUST | $1.2M | 0.1% | -0% | — |
| 156 |  $SUI | SUN COMMUNITIES INC | $1.2M | 0.1% | -8% | 44.4 |
| 157 |  $KO | COCA COLA CO | $1.1M | 0.1% | -13% | 74 |
| 158 |  $TSLA | Tesla, Inc. | $1.1M | 0.1% | +18% | 50.1 |
| 159 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.1M | 0.1% | +0% | 70.9 |
| 160 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.1% | -5% | 71.7 |
| 161 | $IVZ | Invesco Ltd. | $1.1M | 0.1% | -0% | — |
| 162 | — | ISHARES TR | $1.1M | 0.1% | -0% | — |
| 163 | — | ISHARES INC | $1.1M | 0.1% | -1% | — |
| 164 | — | VANGUARD MUN BD FDS | $1.1M | 0.1% | -43% | — |
| 165 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 166 | — | VANECK ETF TRUST | $1.1M | 0.1% | -79% | — |
| 167 | — | ISHARES INC | $1.1M | 0.1% | +0% | — |
| 168 | — | VANECK ETF TRUST | $1.1M | 0.1% | +127% | — |
| 169 | — | SCHWAB STRATEGIC TR | $998,702 | 0.1% | -1% | — |
| 170 |  $AXP | AMERICAN EXPRESS CO | $993,033 | 0.1% | +0% | 73.2 |
| 171 |  $BLK | BlackRock, Inc. | $990,109 | 0.1% | +0% | 70.3 |
| 172 |  $SHW | SHERWIN WILLIAMS CO | $977,100 | 0.1% | +0% | 65.3 |
| 173 |  $MELI | MERCADOLIBRE INC | $940,277 | 0.1% | +2% | 77.5 |
| 174 |  $APH | AMPHENOL CORP /DE/ | $930,295 | 0.1% | -2% | 80.5 |
| 175 | $IVZ | Invesco Ltd. | $919,719 | 0.1% | +25% | — |
| 176 |  $GLW | CORNING INC /NY | $919,609 | 0.1% | -15% | 72.7 |
| 177 |  $PM | Philip Morris International Inc. | $902,130 | 0.1% | -0% | 80.5 |
| 178 | — | ISHARES TR | $894,417 | 0.1% | -4% | — |
| 179 |  $MKC | MCCORMICK & CO INC | $861,775 | 0.1% | -10% | 73.7 |
| 180 | — | SPDR SERIES TRUST | $845,130 | 0.1% | +14% | — |
| 181 |  $GS | GOLDMAN SACHS GROUP INC | $843,006 | 0.1% | +0% | — |
| 182 |  $LMT | LOCKHEED MARTIN CORP | $833,814 | 0.1% | +0% | 65 |
| 183 | — | VANGUARD INDEX FDS | $807,545 | 0.1% | +0% | — |
| 184 | $IVZ | Invesco Ltd. | $804,384 | 0.1% | -2% | — |
| 185 |  $AJG | Arthur J. Gallagher & Co. | $789,857 | 0.1% | +15% | 72.1 |
| 186 |  $CTAS | CINTAS CORP | $788,360 | 0.1% | +0% | 76.3 |
| 187 | — | VANGUARD WORLD FD | $772,872 | 0.1% | -9% | — |
| 188 |  $UNP | UNION PACIFIC CORP | $772,797 | 0.1% | +1% | 74 |
| 189 |  $CEG | Constellation Energy Corp | $767,677 | 0.1% | +6% | 62.5 |
| 190 |  $LITE | Lumentum Holdings Inc. | $764,650 | 0.1% | +0% | 63.4 |
| 191 | — | ISHARES TR | $751,172 | 0.1% | -0% | — |
| 192 |  $SBUX | STARBUCKS CORP | $747,425 | 0.1% | -8% | 54.6 |
| 193 |  $URI | UNITED RENTALS, INC. | $731,540 | 0.1% | +0% | 70.7 |
| 194 |  $NKE | NIKE, Inc. | $722,205 | 0.1% | -13% | 53.4 |
| 195 |  $BRK.A | BERKSHIRE HATHAWAY INC | $716,258 | 0.1% | +0% | 64.5 |
| 196 |  $TT | Trane Technologies plc | $702,150 | 0.1% | -2% | — |
| 197 |  $ISRG | INTUITIVE SURGICAL INC | $696,675 | 0.1% | +0% | 81.4 |
| 198 |  $INTU | INTUIT INC. | $694,428 | 0.1% | +0% | 82 |
| 199 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $688,244 | 0.1% | -13% | 66.7 |
| 200 |  $CL | COLGATE PALMOLIVE CO | $687,038 | 0.1% | -3% | 72.4 |
| 201 | — | ISHARES TR | $681,544 | 0.1% | -1% | — |
| 202 | — | ISHARES TR | $675,138 | 0.1% | +4% | — |
| 203 | — | ISHARES TR | $662,574 | 0.1% | -5% | — |
| 204 |  $NOW | ServiceNow, Inc. | $652,851 | 0.1% | +0% | 76 |
| 205 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $650,434 | 0.1% | +0% | — |
| 206 | — | DIMENSIONAL ETF TRUST | $644,072 | 0.1% | +0% | — |
| 207 | — | VANECK ETF TRUST | $631,352 | 0.1% | +0% | — |
| 208 | — | ISHARES TR | $625,218 | 0.1% | -8% | — |
| 209 |  $NOTV | Inotiv, Inc. | $623,702 | 0.1% | +17% | 29.3 |
| 210 |  $EMR | EMERSON ELECTRIC CO | $619,624 | 0.1% | +0% | 65.9 |
| 211 |  $IAU | ISHARES GOLD TRUST | $616,909 | 0.1% | -9% | — |
| 212 | — | BLACKROCK ETF TRUST | $612,020 | 0.1% | -4% | — |
| 213 |  $AMGN | AMGEN INC | $608,348 | 0.1% | +0% | 79.5 |
| 214 | — | FIDELITY COVINGTON TRUST | $601,485 | 0.1% | -8% | — |
| 215 |  $MLM | MARTIN MARIETTA MATERIALS INC | $598,920 | 0.0% | -10% | 67.6 |
| 216 | — | ISHARES TR | $590,416 | 0.0% | +0% | — |
| 217 | — | SPDR SERIES TRUST | $590,246 | 0.0% | +88% | — |
| 218 | — | SPDR SERIES TRUST | $589,065 | 0.0% | +0% | — |
| 219 |  $AVGO | Broadcom Inc. | $586,133 | 0.0% | -5% | 86.4 |
| 220 |  $KMB | KIMBERLY CLARK CORP | $585,469 | 0.0% | -7% | 61.7 |
| 221 |  $TMUS | T-Mobile US, Inc. | $579,435 | 0.0% | +11% | 72.7 |
| 222 | — | ISHARES TR | $579,239 | 0.0% | +138% | — |
| 223 |  $ETN | Eaton Corp plc | $577,585 | 0.0% | -2% | — |
| 224 | — | VANGUARD BD INDEX FDS | $575,030 | 0.0% | +0% | — |
| 225 |  $LIN | LINDE PLC | $573,401 | 0.0% | +0% | — |
| 226 | — | J P MORGAN EXCHANGE TRADED F | $570,368 | 0.0% | -93% | — |
| 227 |  $GLD | SPDR GOLD TRUST | $564,350 | 0.0% | -2% | — |
| 228 |  $ADP | AUTOMATIC DATA PROCESSING INC | $561,839 | 0.0% | -1% | 77.9 |
| 229 |  $MO | ALTRIA GROUP, INC. | $559,245 | 0.0% | -2% | 72.1 |
| 230 | — | ISHARES TR | $547,644 | 0.0% | +0% | — |
| 231 | — | ISHARES TR | $545,371 | 0.0% | -5% | — |
| 232 |  $CHDN | Churchill Downs Inc | $543,571 | 0.0% | +0% | 65.5 |
| 233 | — | ISHARES TR | $531,211 | 0.0% | -76% | — |
| 234 | $IVZ | Invesco Ltd. | $528,486 | 0.0% | -2% | — |
| 235 | — | SPDR SERIES TRUST | $519,375 | 0.0% | -2% | — |
| 236 |  $GE | GENERAL ELECTRIC CO | $518,103 | 0.0% | +5% | 74.8 |
| 237 | — | ISHARES TR | $493,394 | 0.0% | +16% | — |
| 238 |  $DUK | Duke Energy CORP | $492,417 | 0.0% | -10% | 64 |
| 239 |  $AMD | ADVANCED MICRO DEVICES INC | $491,681 | 0.0% | +75% | 78.8 |
| 240 |  $PFE | PFIZER INC | $479,095 | 0.0% | -3% | 69 |
| 241 | $IVZ | Invesco Ltd. | $477,642 | 0.0% | +0% | — |
| 242 |  $AFL | AFLAC INC | $475,509 | 0.0% | -1% | 60.3 |
| 243 | — | FIDELITY COVINGTON TRUST | $474,383 | 0.0% | +0% | — |
| 244 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $474,275 | 0.0% | -0% | 75.4 |
| 245 | — | ISHARES TR | $473,942 | 0.0% | -0% | — |
| 246 |  $T | AT&T INC. | $471,023 | 0.0% | -0% | 71.9 |
| 247 | — | INVESCO EXCHANGE TRADED FD T | $468,389 | 0.0% | -8% | — |
| 248 |  $ABT | ABBOTT LABORATORIES | $463,743 | 0.0% | -23% | 67 |
| 249 |  $APD | Air Products & Chemicals, Inc. | $446,152 | 0.0% | +0% | 41.2 |
| 250 |  $GD | GENERAL DYNAMICS CORP | $431,626 | 0.0% | +3% | 73 |
| 251 | — | PIMCO ETF TR | $430,679 | 0.0% | +0% | — |
| 252 | — | ISHARES TR | $427,565 | 0.0% | +0% | — |
| 253 |  $SNPS | SYNOPSYS INC | $417,886 | 0.0% | +25% | 63.1 |
| 254 |  $PFH | PRUDENTIAL FINANCIAL INC | $416,738 | 0.0% | -1% | 58.6 |
| 255 | — | FIDELITY COVINGTON TRUST | $415,210 | 0.0% | +2% | — |
| 256 | $MKC | MCCORMICK & CO INC | $411,725 | 0.0% | +0% | 73.7 |
| 257 | — | ISHARES TR | $409,077 | 0.0% | +16% | — |
| 258 |  $BA | BOEING CO | $409,042 | 0.0% | +5% | 51.8 |
| 259 | — | ISHARES TR | $406,955 | 0.0% | -4% | — |
| 260 | $IVZ | Invesco Ltd. | $406,734 | 0.0% | +1% | — |
| 261 | — | SCHWAB STRATEGIC TR | $401,439 | 0.0% | -2% | — |
| 262 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $399,260 | 0.0% | +0% | 68.1 |
| 263 | — | VANECK ETF TRUST | $397,451 | 0.0% | +15% | — |
| 264 | — | VANGUARD INDEX FDS | $394,437 | 0.0% | +4% | — |
| 265 | — | ISHARES TR | $387,051 | 0.0% | -1% | — |
| 266 |  $ITW | ILLINOIS TOOL WORKS INC | $384,297 | 0.0% | +0% | 71.2 |
| 267 |  $CSL | CARLISLE COMPANIES INC | $383,933 | 0.0% | +0% | 65 |
| 268 | — | ISHARES INC | $381,945 | 0.0% | -1% | — |
| 269 |  $BX | Blackstone Inc. | $380,955 | 0.0% | -5% | 68 |
| 270 |  $TGT | TARGET CORP | $380,622 | 0.0% | -5% | 53.1 |
| 271 |  $CCZ | COMCAST CORP | $374,917 | 0.0% | -3% | 70.4 |
| 272 |  $AMT | AMERICAN TOWER CORP /MA/ | $373,762 | 0.0% | -49% | 69.8 |
| 273 | — | ISHARES TR | $373,715 | 0.0% | -3% | — |
| 274 |  $VZ | VERIZON COMMUNICATIONS INC | $371,956 | 0.0% | -4% | 71.6 |
| 275 | — | ISHARES TR | $371,092 | 0.0% | -9% | — |
| 276 |  $FAST | FASTENAL CO | $370,978 | 0.0% | -3% | 73.5 |
| 277 |  $SNA | Snap-on Inc | $367,020 | 0.0% | +0% | 69.3 |
| 278 | — | ISHARES TR | $366,116 | 0.0% | +0% | — |
| 279 |  $CRM | Salesforce, Inc. | $363,772 | 0.0% | -10% | 75.2 |
| 280 |  $MRVL | Marvell Technology, Inc. | $352,057 | 0.0% | +0% | 77.3 |
| 281 |  $MET | METLIFE INC | $351,936 | 0.0% | -0% | 73.9 |
| 282 | — | ISHARES TR | $351,142 | 0.0% | -3% | — |
| 283 |  $TFC | TRUIST FINANCIAL CORP | $350,278 | 0.0% | +6% | — |
| 284 |  $PSX | Phillips 66 | $346,538 | 0.0% | +11% | 47.6 |
| 285 |  $RACE | Ferrari N.V. | $342,430 | 0.0% | +0% | — |
| 286 |  $INTC | INTEL CORP | $338,900 | 0.0% | -2% | 41.5 |
| 287 | — | LEGG MASON ETF INVT | $338,718 | 0.0% | -34% | — |
| 288 | — | FIDELITY COVINGTON TRUST | $337,136 | 0.0% | -7% | — |
| 289 | — | J P MORGAN EXCHANGE TRADED F | $325,776 | 0.0% | +0% | — |
| 290 |  $BMY | BRISTOL MYERS SQUIBB CO | $324,524 | 0.0% | +19% | 70.1 |
| 291 | $IVZ | Invesco Ltd. | $322,480 | 0.0% | -16% | — |
| 292 | $IVZ | Invesco Ltd. | $321,230 | 0.0% | +0% | — |
| 293 |  $ACN | Accenture plc | $314,943 | 0.0% | +18% | — |
| 294 | $GS | GOLDMAN SACHS GROUP INC | $314,663 | 0.0% | +6% | — |
| 295 | — | ISHARES TR | $309,572 | 0.0% | -78% | — |
| 296 | — | SPDR SERIES TRUST | $300,609 | 0.0% | -64% | — |
| 297 | — | FIDELITY COVINGTON TRUST | $300,261 | 0.0% | -2% | — |
| 298 |  $PPG | PPG INDUSTRIES INC | $299,820 | 0.0% | +16% | 57.1 |
| 299 |  $COP | CONOCOPHILLIPS | $289,517 | 0.0% | -3% | 74.8 |
| 300 |  $MMM | 3M CO | $288,787 | 0.0% | -1% | 60.7 |
| 301 |  $DHR | DANAHER CORP /DE/ | $288,474 | 0.0% | -2% | 63.9 |
| 302 | — | ISHARES TR | $288,255 | 0.0% | -1% | — |
| 303 |  $TROW | PRICE T ROWE GROUP INC | $288,213 | 0.0% | -14% | 75.8 |
| 304 |  $KEYS | Keysight Technologies, Inc. | $283,174 | 0.0% | NEW | 72.3 |
| 305 | — | GLOBAL X FDS | $282,748 | 0.0% | -0% | — |
| 306 |  $HAS | HASBRO, INC. | $282,372 | 0.0% | +0% | 43.1 |
| 307 |  $PANW | Palo Alto Networks Inc | $281,494 | 0.0% | +52% | 66.5 |
| 308 |  $VMC | Vulcan Materials CO | $280,130 | 0.0% | -30% | 66.6 |
| 309 |  $FDX | FEDEX CORP | $278,832 | 0.0% | +6% | 60.3 |
| 310 |  $EXC | EXELON CORP | $277,052 | 0.0% | -17% | 63.9 |
| 311 |  $DGX | QUEST DIAGNOSTICS INC | $276,766 | 0.0% | +0% | 69.1 |
| 312 |  $MDLZ | Mondelez International, Inc. | $276,345 | 0.0% | -11% | 53.9 |
| 313 | — | ISHARES TR | $275,375 | 0.0% | +0% | — |
| 314 | — | VANGUARD INTL EQUITY INDEX F | $273,819 | 0.0% | +0% | — |
| 315 |  $ECL | ECOLAB INC. | $271,157 | 0.0% | +0% | 64.3 |
| 316 | — | SPDR SERIES TRUST | $267,384 | 0.0% | +0% | — |
| 317 | — | ISHARES TR | $263,025 | 0.0% | -2% | — |
| 318 | — | SPDR SERIES TRUST | $261,760 | 0.0% | +0% | — |
| 319 |  $WFC | WELLS FARGO & COMPANY/MN | $258,138 | 0.0% | +7% | — |
| 320 |  $QCOM | QUALCOMM INC/DE | $255,324 | 0.0% | -3% | 81.9 |
| 321 | — | J P MORGAN EXCHANGE TRADED F | $254,769 | 0.0% | -98% | — |
| 322 | — | ISHARES TR | $254,374 | 0.0% | +0% | — |
| 323 | — | ISHARES TR | $252,729 | 0.0% | +1% | — |
| 324 | — | VANGUARD BD INDEX FDS | $249,310 | 0.0% | -72% | — |
| 325 | — | ISHARES TR | $247,964 | 0.0% | -91% | — |
| 326 |  $HSY | HERSHEY CO | $245,538 | 0.0% | +0% | 59.4 |
| 327 |  $YUMC | Yum China Holdings, Inc. | $242,525 | 0.0% | +0% | 65.2 |
| 328 |  $NXPI | NXP Semiconductors N.V. | $242,128 | 0.0% | +0% | — |
| 329 | — | ISHARES TR | $240,069 | 0.0% | +0% | — |
| 330 | — | ISHARES TR | $239,475 | 0.0% | +0% | — |
| 331 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $236,879 | 0.0% | -12% | — |
| 332 |  $DJP | BARCLAYS BANK PLC | $234,195 | 0.0% | NEW | — |
| 333 |  $MTB | M&T BANK CORP | $232,804 | 0.0% | -1% | 64.1 |
| 334 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $232,422 | 0.0% | +2% | 65.9 |
| 335 |  $O | REALTY INCOME CORP | $231,493 | 0.0% | NEW | 74.6 |
| 336 |  $LNT | ALLIANT ENERGY CORP | $228,934 | 0.0% | +0% | 56.7 |
| 337 | $IVZ | Invesco Ltd. | $225,969 | 0.0% | -16% | — |
| 338 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $224,384 | 0.0% | +0% | 60.7 |
| 339 |  $TXT | TEXTRON INC | $224,088 | 0.0% | NEW | 58.2 |
| 340 |  $EMN | EASTMAN CHEMICAL CO | $218,560 | 0.0% | NEW | 49.4 |
| 341 |  $MU | MICRON TECHNOLOGY INC | $217,951 | 0.0% | NEW | 88.4 |
| 342 |  $BDX | BECTON DICKINSON & CO | $216,844 | 0.0% | -1% | 50.7 |
| 343 |  $AIZ | ASSURANT, INC. | $216,330 | 0.0% | +0% | 62.6 |
| 344 | — | VANGUARD WHITEHALL FDS | $215,651 | 0.0% | +0% | — |
| 345 |  $AMP | AMERIPRISE FINANCIAL INC | $214,350 | 0.0% | -0% | 70.2 |
| 346 |  $AMAT | APPLIED MATERIALS INC /DE | $207,327 | 0.0% | NEW | 74.8 |
| 347 | — | ISHARES TR | $206,240 | 0.0% | +0% | — |
| 348 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $201,856 | 0.0% | NEW | 65.3 |
| 349 |  $AUR | Aurora Innovation, Inc. | $119,377 | 0.0% | +0% | 9.8 |
| 350 |  $BLND | Blend Labs, Inc. | $19,701 | 0.0% | +0% | 24.1 |
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