ASPIRIANT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1433541
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.5B
Holdings
338
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ASPIRIANT, LLC disclosed 338 positions worth $3.5B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 31 new positions and exited 12 — including a new stake in $RYTM and a full exit from $BN. The portfolio is most concentrated in Other (89.5% of disclosed assets). All figures are sourced directly from ASPIRIANT, LLC’s Form 13F-HR filing with the SEC under CIK 1433541.
AI Fund Analysis
StableISHARES TR
12.3% weight
Held 9 quarters
VANGUARD INDEX FDS
10.8% weight
Held 9 quarters
ISHARES TR
10.7% weight
Held 9 quarters
ISHARES INC
8.3% weight
Held 9 quarters
VANGUARD MUN BD FDS
6.0% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
TCW ETF TRUST
7 quarters accumulating
ISHARES INC
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$432.4M661,906 shVANGUARD INDEX FDS
—Quality
$377.9M1,739,529 shISHARES TR
—Quality
$376.6M3,683,055 shISHARES INC
—Quality
$291.4M2,438,432 shVANGUARD MUN BD FDS
—Quality
$211.2M4,233,953 shVANGUARD SPECIALIZED FUNDS
—Quality
$205.4M955,149 shVANGUARD INDEX FDS
—Quality
$108.2M181,129 shISHARES TR
—Quality
$89.3M986,758 shISHARES TR
—Quality
$79.5M1,069,553 shISHARES INC
—Quality
$74.8M1,072,353 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $432.4M | 661,906 |
| VANGUARD INDEX FDS | — | $377.9M | 1,739,529 |
| ISHARES TR | — | $376.6M | 3,683,055 |
| ISHARES INC | — | $291.4M | 2,438,432 |
| VANGUARD MUN BD FDS | — | $211.2M | 4,233,953 |
| VANGUARD SPECIALIZED FUNDS | — | $205.4M | 955,149 |
| VANGUARD INDEX FDS | — | $108.2M | 181,129 |
| ISHARES TR | — | $89.3M | 986,758 |
| ISHARES TR | — | $79.5M | 1,069,553 |
| ISHARES INC | — | $74.8M | 1,072,353 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ASPIRIANT, LLC's 338 positions.
Showing top 10 of 338 holdings.
Sector Allocation
Other
$3.1B
Technology
$161.4M
Financials
$109.1M
Healthcare
$24.5M
Industrials
$21.9M
Consumer Discretionary
$18.0M
Energy
$13.0M
Consumer Staples
$9.2M
Full Holdings — ASPIRIANT, LLC (Q1 2026)
All 338 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 | — | ISHARES TR | $432.4M | 12.3% | +5% | — |
| 2 | — | VANGUARD INDEX FDS | $377.9M | 10.8% | +7% | — |
| 3 | — | ISHARES TR | $376.6M | 10.7% | +3% | — |
| 4 | — | ISHARES INC | $291.4M | 8.3% | +1% | — |
| 5 | — | VANGUARD MUN BD FDS | $211.2M | 6.0% | -2% | — |
| 6 | — | VANGUARD SPECIALIZED FUNDS | $205.4M | 5.8% | +0% | — |
| 7 | — | VANGUARD INDEX FDS | $108.2M | 3.1% | +1% | — |
| 8 | — | ISHARES TR | $89.3M | 2.5% | +8% | — |
| 9 | — | ISHARES TR | $79.5M | 2.3% | -2% | — |
| 10 | — | ISHARES INC | $74.8M | 2.1% | +2% | — |
| 11 |  $AAPL | Apple Inc. | $68.9M | 2.0% | -4% | 76.1 |
| 12 | — | ISHARES TR | $40.2M | 1.1% | -1% | — |
| 13 | — | VANGUARD BD INDEX FDS | $39.8M | 1.1% | +3% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $38.4M | 1.1% | -1% | — |
| 15 |  $BRK.B | BERKSHIRE HATHAWAY INC | $35.5M | 1.0% | +8% | 64.5 |
| 16 | — | DIMENSIONAL ETF TRUST | $34.3M | 1.0% | -1% | — |
| 17 | — | FIDELITY MERRIMACK STR TR | $34.2M | 1.0% | +2% | — |
| 18 | — | ISHARES TR | $32.8M | 0.9% | +6% | — |
| 19 | — | VANGUARD ADMIRAL FDS INC | $31.2M | 0.9% | -2% | — |
| 20 | — | ISHARES TR | $30.7M | 0.9% | -5% | — |
| 21 | — | VANGUARD INDEX FDS | $30.3M | 0.9% | -0% | — |
| 22 | — | ISHARES TR | $26.6M | 0.8% | +2% | — |
| 23 | — | VANGUARD INTL EQUITY INDEX F | $25.0M | 0.7% | -0% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $24.7M | 0.7% | +0% | — |
| 25 | — | VANGUARD INDEX FDS | $23.1M | 0.7% | +8% | — |
| 26 | — | ISHARES TR | $22.3M | 0.6% | +16% | — |
| 27 | — | SCHWAB STRATEGIC TR | $20.8M | 0.6% | +0% | — |
| 28 | — | DIMENSIONAL ETF TRUST | $20.5M | 0.6% | +7% | — |
| 29 |  $GOOG | Alphabet Inc. | $19.7M | 0.6% | -5% | 80.2 |
| 30 | — | VANGUARD INDEX FDS | $19.5M | 0.6% | -1% | — |
| 31 |  $WT | WisdomTree, Inc. | $19.1M | 0.6% | -7% | 62.9 |
| 32 |  $MSFT | MICROSOFT CORP | $15.7M | 0.5% | -12% | 83.7 |
| 33 | — | TCW ETF TRUST | $15.6M | 0.5% | +9% | — |
| 34 | — | VANGUARD TAX-MANAGED FDS | $15.4M | 0.4% | +1% | — |
| 35 | — | ISHARES TR | $15.1M | 0.4% | -3% | — |
| 36 | — | SELECT SECTOR SPDR TR | $13.9M | 0.4% | -0% | — |
| 37 | — | ISHARES TR | $13.8M | 0.4% | +2% | — |
| 38 | — | VANGUARD INTL EQUITY INDEX F | $13.6M | 0.4% | -0% | — |
| 39 | — | SCHWAB STRATEGIC TR | $13.1M | 0.4% | +4% | — |
| 40 | — | DIMENSIONAL ETF TRUST | $12.4M | 0.3% | +0% | — |
| 41 | — | DIMENSIONAL ETF TRUST | $11.8M | 0.3% | -2% | — |
| 42 | — | DIMENSIONAL ETF TRUST | $10.9M | 0.3% | +0% | — |
| 43 |  $GOOGL | Alphabet Inc. | $10.8M | 0.3% | -8% | 80.2 |
| 44 | — | TCW ETF TRUST | $10.1M | 0.3% | +1% | — |
| 45 | — | ISHARES TR | $9.3M | 0.3% | +8% | — |
| 46 | — | ISHARES TR | $9.1M | 0.3% | -2% | — |
| 47 | — | VANGUARD WORLD FD | $9.0M | 0.3% | -3% | — |
| 48 | $WT | WisdomTree, Inc. | $8.4M | 0.2% | +5% | 62.9 |
| 49 | — | ISHARES TR | $8.3M | 0.2% | +2% | — |
| 50 |  $NVDA | NVIDIA CORP | $8.3M | 0.2% | -5% | 90.2 |
| 51 | — | DIMENSIONAL ETF TRUST | $8.2M | 0.2% | -0% | — |
| 52 | — | VANGUARD INTL EQUITY INDEX F | $8.1M | 0.2% | +8% | — |
| 53 | — | ISHARES TR | $8.0M | 0.2% | +0% | — |
| 54 | — | ISHARES TR | $7.8M | 0.2% | -0% | — |
| 55 | — | ISHARES TR | $7.7M | 0.2% | -0% | — |
| 56 |  $JPM | JPMORGAN CHASE & CO | $7.5M | 0.2% | +3% | 35.6 |
| 57 | — | ISHARES TR | $7.4M | 0.2% | -19% | — |
| 58 | — | VANGUARD SCOTTSDALE FDS | $6.8M | 0.2% | +0% | — |
| 59 | — | NEW YORK LIFE INVESTMENTS ET | $6.7M | 0.2% | +12% | — |
| 60 | — | ISHARES TR | $6.6M | 0.2% | +0% | — |
| 61 | — | NEW YORK LIFE INVESTMENTS ET | $6.2M | 0.2% | +12% | — |
| 62 |  $AMZN | AMAZON COM INC | $6.0M | 0.2% | -14% | 74.6 |
| 63 | — | ISHARES TR | $5.7M | 0.2% | +0% | — |
| 64 |  $XOM | EXXON MOBIL CORP | $5.6M | 0.2% | +26% | 61.8 |
| 65 | — | ISHARES TR | $5.5M | 0.2% | +0% | — |
| 66 |  $META | Meta Platforms, Inc. | $5.5M | 0.2% | -15% | 80.9 |
| 67 | — | VANGUARD INDEX FDS | $5.4M | 0.1% | -5% | — |
| 68 | — | ISHARES TR | $5.1M | 0.1% | -15% | — |
| 69 |  $JNJ | JOHNSON & JOHNSON | $5.0M | 0.1% | +4% | 72.8 |
| 70 | — | SCHWAB STRATEGIC TR | $5.0M | 0.1% | -15% | — |
| 71 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.7M | 0.1% | +4% | — |
| 72 | — | ISHARES TR | $4.7M | 0.1% | +0% | — |
| 73 |  $RY | ROYAL BANK OF CANADA | $4.6M | 0.1% | +1% | — |
| 74 | — | VANGUARD INDEX FDS | $4.3M | 0.1% | +0% | — |
| 75 | — | ISHARES TR | $4.3M | 0.1% | +0% | — |
| 76 | — | VANGUARD BD INDEX FDS | $4.3M | 0.1% | -4% | — |
| 77 |  $PG | PROCTER & GAMBLE Co | $4.2M | 0.1% | -8% | 72.9 |
| 78 |  $CINF | CINCINNATI FINANCIAL CORP | $4.2M | 0.1% | -1% | 77 |
| 79 | — | VANGUARD MALVERN FDS | $4.1M | 0.1% | +0% | — |
| 80 |  $IVZ | Invesco Ltd. | $4.0M | 0.1% | +16% | — |
| 81 | — | LITMAN GREGORY FDS TR | $3.8M | 0.1% | -3% | — |
| 82 | — | ISHARES TR | $3.8M | 0.1% | +8% | — |
| 83 | — | ISHARES TR | $3.6M | 0.1% | -13% | — |
| 84 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.6M | 0.1% | +0% | 64.5 |
| 85 | — | ISHARES TR | $3.6M | 0.1% | -6% | — |
| 86 |  $TJX | TJX COMPANIES INC /DE/ | $3.4M | 0.1% | -4% | 70.7 |
| 87 | — | VANGUARD INDEX FDS | $3.3M | 0.1% | -2% | — |
| 88 |  $AVGO | Broadcom Inc. | $3.2M | 0.1% | -13% | 86.4 |
| 89 |  $QCOM | QUALCOMM INC/DE | $3.2M | 0.1% | +96% | 81.9 |
| 90 |  $ADBE | ADOBE INC. | $2.9M | 0.1% | -3% | 80.4 |
| 91 |  $RYTM | RHYTHM PHARMACEUTICALS, INC. | $2.9M | 0.1% | NEW | 30.3 |
| 92 |  $PEP | PEPSICO INC | $2.7M | 0.1% | +6% | 62.7 |
| 93 |  $ORCL | ORACLE CORP | $2.7M | 0.1% | -11% | 67.2 |
| 94 |  $CVX | CHEVRON CORP | $2.7M | 0.1% | +5% | 54.7 |
| 95 | — | ISHARES TR | $2.7M | 0.1% | -19% | — |
| 96 |  $CSCO | CISCO SYSTEMS, INC. | $2.7M | 0.1% | -1% | 72.3 |
| 97 | — | ISHARES TR | $2.4M | 0.1% | +2% | — |
| 98 | — | ISHARES TR | $2.4M | 0.1% | +10% | — |
| 99 |  $TDG | TransDigm Group INC | $2.3M | 0.1% | -0% | 75.4 |
| 100 |  $SCHW | SCHWAB CHARLES CORP | $2.2M | 0.1% | -2% | 77.2 |
| 101 | — | ISHARES TR | $2.2M | 0.1% | +5% | — |
| 102 | — | SPDR SERIES TRUST | $2.2M | 0.1% | +2% | — |
| 103 |  $CRM | Salesforce, Inc. | $2.2M | 0.1% | -1% | 75.2 |
| 104 | — | ISHARES TR | $2.1M | 0.1% | -3% | — |
| 105 |  $ABBV | AbbVie Inc. | $2.1M | 0.1% | +3% | 59.3 |
| 106 |  $BILL | BILL Holdings, Inc. | $2.1M | 0.1% | -9% | 56.8 |
| 107 |  $CAT | CATERPILLAR INC | $2.0M | 0.1% | +13% | 67.8 |
| 108 | — | ISHARES TR | $2.0M | 0.1% | -11% | — |
| 109 | — | SCHWAB STRATEGIC TR | $2.0M | 0.1% | +0% | — |
| 110 | — | ISHARES TR | $2.0M | 0.1% | -1% | — |
| 111 |  $RTX | RTX Corp | $1.9M | 0.1% | +6% | 70 |
| 112 | — | VANGUARD WHITEHALL FDS | $1.9M | 0.1% | +2% | — |
| 113 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.9M | 0.1% | -13% | 67 |
| 114 | — | ISHARES TR | $1.9M | 0.1% | +0% | — |
| 115 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.9M | 0.1% | -2% | — |
| 116 |  $MRK | Merck & Co., Inc. | $1.9M | 0.1% | +2% | 70.9 |
| 117 |  $ABT | ABBOTT LABORATORIES | $1.8M | 0.1% | +6% | 67 |
| 118 |  $WFC | WELLS FARGO & COMPANY/MN | $1.8M | 0.1% | +4% | — |
| 119 | — | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.1% | -3% | — |
| 120 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.8M | 0.1% | NEW | 60.5 |
| 121 |  $AMGN | AMGEN INC | $1.8M | 0.1% | +6% | 79.5 |
| 122 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.1% | -1% | 68.4 |
| 123 |  $TSLA | Tesla, Inc. | $1.7M | 0.1% | -6% | 50.1 |
| 124 | — | VANGUARD INDEX FDS | $1.7M | 0.1% | +0% | — |
| 125 | — | SCHWAB STRATEGIC TR | $1.7M | 0.1% | -2% | — |
| 126 |  $LOW | LOWES COMPANIES INC | $1.6M | 0.1% | -6% | 63.5 |
| 127 |  $MA | Mastercard Inc | $1.6M | 0.0% | -10% | 81.7 |
| 128 |  $AXP | AMERICAN EXPRESS CO | $1.5M | 0.0% | +6% | 73.2 |
| 129 |  $GD | GENERAL DYNAMICS CORP | $1.5M | 0.0% | -7% | 73 |
| 130 |  $WMT | Walmart Inc. | $1.5M | 0.0% | -9% | 63.2 |
| 131 |  $V | VISA INC. | $1.5M | 0.0% | -19% | 83.5 |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.0% | +2% | 66.7 |
| 133 |  $LLY | ELI LILLY & Co | $1.5M | 0.0% | +75% | 89.3 |
| 134 |  $UNP | UNION PACIFIC CORP | $1.4M | 0.0% | -8% | 74 |
| 135 |  $MPC | Marathon Petroleum Corp | $1.4M | 0.0% | -1% | 50.7 |
| 136 | — | VANGUARD INDEX FDS | $1.4M | 0.0% | +0% | — |
| 137 |  $HD | HOME DEPOT, INC. | $1.4M | 0.0% | -16% | 69.2 |
| 138 | — | ISHARES TR | $1.4M | 0.0% | -13% | — |
| 139 |  $DIS | Walt Disney Co | $1.3M | 0.0% | +5% | 68.9 |
| 140 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.0% | +0% | — |
| 141 | — | ISHARES INC | $1.2M | 0.0% | -5% | — |
| 142 | — | ISHARES TR | $1.2M | 0.0% | -30% | — |
| 143 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.0% | +4% | — |
| 144 | — | ISHARES TR | $1.2M | 0.0% | +1% | — |
| 145 | — | ISHARES TR | $1.2M | 0.0% | -2% | — |
| 146 |  $TT | Trane Technologies plc | $1.2M | 0.0% | -6% | — |
| 147 | — | ISHARES TR | $1.1M | 0.0% | -4% | — |
| 148 | — | SCHWAB STRATEGIC TR | $1.1M | 0.0% | -21% | — |
| 149 |  $NFLX | NETFLIX INC | $1.1M | 0.0% | -17% | 86.7 |
| 150 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.0% | +14% | — |
| 151 |  $AMAT | APPLIED MATERIALS INC /DE | $1.0M | 0.0% | -7% | 74.8 |
| 152 |  $PAYX | PAYCHEX INC | $1.0M | 0.0% | -0% | 75.1 |
| 153 |  $MMM | 3M CO | $1.0M | 0.0% | -2% | 60.7 |
| 154 | — | SELECT SECTOR SPDR TR | $1.0M | 0.0% | -19% | — |
| 155 |  $QSR | Restaurant Brands International Inc. | $966,021 | 0.0% | -0% | 71.2 |
| 156 |  $KO | COCA COLA CO | $957,951 | 0.0% | -8% | 74 |
| 157 | — | VANGUARD WORLD FD | $954,302 | 0.0% | -10% | — |
| 158 |  $PFE | PFIZER INC | $952,839 | 0.0% | +19% | 69 |
| 159 | — | ISHARES TR | $947,073 | 0.0% | +0% | — |
| 160 |  $GE | GENERAL ELECTRIC CO | $939,837 | 0.0% | -26% | 74.8 |
| 161 | — | ISHARES TR | $935,857 | 0.0% | +2% | — |
| 162 | — | SCHWAB STRATEGIC TR | $905,627 | 0.0% | +16% | — |
| 163 |  $SLGN | SILGAN HOLDINGS INC | $897,366 | 0.0% | -0% | 50.8 |
| 164 | — | ISHARES TR | $896,295 | 0.0% | +4% | — |
| 165 |  $COF | CAPITAL ONE FINANCIAL CORP | $861,775 | 0.0% | -5% | 71 |
| 166 |  $USB | US BANCORP DE | $861,702 | 0.0% | -6% | 71.4 |
| 167 |  $ACLX | Arcellx, Inc. | $841,860 | 0.0% | -7% | 6.7 |
| 168 | — | SPDR INDEX SHS FDS | $838,587 | 0.0% | +0% | — |
| 169 |  $GS | GOLDMAN SACHS GROUP INC | $834,146 | 0.0% | -1% | — |
| 170 | — | ISHARES TR | $818,046 | 0.0% | +0% | — |
| 171 |  $IAU | ISHARES GOLD TRUST | $814,510 | 0.0% | +0% | — |
| 172 |  $KMI | KINDER MORGAN, INC. | $804,284 | 0.0% | -6% | 74.6 |
| 173 | — | ISHARES TR | $777,793 | 0.0% | +20% | — |
| 174 |  $DOV | DOVER Corp | $774,835 | 0.0% | +9% | 63.1 |
| 175 |  $FDX | FEDEX CORP | $774,640 | 0.0% | -9% | 60.3 |
| 176 |  $DHR | DANAHER CORP /DE/ | $773,742 | 0.0% | -9% | 63.9 |
| 177 |  $HON | HONEYWELL INTERNATIONAL INC | $765,112 | 0.0% | +129% | 65.7 |
| 178 | — | VANGUARD SCOTTSDALE FDS | $763,967 | 0.0% | +15% | — |
| 179 | — | VANGUARD INDEX FDS | $757,344 | 0.0% | +0% | — |
| 180 | — | ISHARES TR | $753,772 | 0.0% | +0% | — |
| 181 | $IVZ | Invesco Ltd. | $747,514 | 0.0% | +0% | — |
| 182 | — | VANGUARD STAR FDS | $747,236 | 0.0% | +8% | — |
| 183 |  $UNH | UNITEDHEALTH GROUP INC | $747,013 | 0.0% | -9% | 66.8 |
| 184 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $729,452 | 0.0% | +0% | — |
| 185 | — | ISHARES TR | $727,732 | 0.0% | -0% | — |
| 186 | — | VANGUARD INDEX FDS | $709,294 | 0.0% | +0% | — |
| 187 |  $GEV | GE Vernova Inc. | $708,795 | 0.0% | -15% | 70.1 |
| 188 |  $NN | NEXTNAV INC. | $708,180 | 0.0% | NEW | 21.2 |
| 189 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $696,692 | 0.0% | -0% | — |
| 190 | — | SCHWAB STRATEGIC TR | $642,541 | 0.0% | -41% | — |
| 191 | — | DIMENSIONAL ETF TRUST | $635,911 | 0.0% | +0% | — |
| 192 |  $SPG | SIMON PROPERTY GROUP INC. | $632,710 | 0.0% | -37% | 76.9 |
| 193 |  $BMY | BRISTOL MYERS SQUIBB CO | $629,972 | 0.0% | +9% | 70.1 |
| 194 | — | VANECK ETF TRUST | $629,316 | 0.0% | -7% | — |
| 195 |  $NRG | NRG ENERGY, INC. | $626,648 | 0.0% | NEW | 59.5 |
| 196 | — | BBH TR | $615,294 | 0.0% | +0% | — |
| 197 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $595,734 | 0.0% | -14% | 63.7 |
| 198 |  $PANW | Palo Alto Networks Inc | $590,298 | 0.0% | +51% | 66.5 |
| 199 | — | ISHARES TR | $588,222 | 0.0% | +1% | — |
| 200 | — | SPDR SERIES TRUST | $585,301 | 0.0% | -9% | — |
| 201 |  $LMT | LOCKHEED MARTIN CORP | $575,984 | 0.0% | +91% | 65 |
| 202 |  $MS | MORGAN STANLEY | $575,943 | 0.0% | -1% | — |
| 203 |  $DUK | Duke Energy CORP | $572,313 | 0.0% | -3% | 64 |
| 204 |  $DE | DEERE & CO | $568,370 | 0.0% | +0% | 57.4 |
| 205 |  $INTC | INTEL CORP | $566,105 | 0.0% | +6% | 41.5 |
| 206 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $558,048 | 0.0% | -1% | 69.4 |
| 207 | — | ISHARES TR | $553,135 | 0.0% | +13% | — |
| 208 |  $BLK | BlackRock, Inc. | $548,175 | 0.0% | +35% | 70.3 |
| 209 |  $UBER | Uber Technologies, Inc | $546,452 | 0.0% | -5% | 79.3 |
| 210 | — | ISHARES TR | $533,462 | 0.0% | -67% | — |
| 211 |  $MCD | MCDONALDS CORP | $527,089 | 0.0% | -5% | 73.9 |
| 212 | — | ISHARES TR | $526,820 | 0.0% | +0% | — |
| 213 | — | ISHARES TR | $526,028 | 0.0% | +9% | — |
| 214 | — | VANGUARD WORLD FD | $523,691 | 0.0% | -8% | — |
| 215 |  $SRE | SEMPRA | $519,276 | 0.0% | NEW | 47.6 |
| 216 |  $TEM | Tempus AI, Inc. | $514,558 | 0.0% | NEW | 38.2 |
| 217 |  $TEL | TE Connectivity plc | $513,771 | 0.0% | NEW | — |
| 218 | $IVZ | Invesco Ltd. | $513,004 | 0.0% | +0% | — |
| 219 | — | SCHWAB STRATEGIC TR | $510,116 | 0.0% | -0% | — |
| 220 |  $COP | CONOCOPHILLIPS | $506,616 | 0.0% | +1% | 74.8 |
| 221 | — | AMERICAN CENTY ETF TR | $499,532 | 0.0% | +0% | — |
| 222 | — | PROSHARES TR | $488,282 | 0.0% | +0% | — |
| 223 |  $MDT | Medtronic plc | $481,687 | 0.0% | +56% | — |
| 224 |  $SO | SOUTHERN CO | $475,702 | 0.0% | +10% | 65.1 |
| 225 | — | SPDR SERIES TRUST | $475,377 | 0.0% | +5% | — |
| 226 |  $TTE | TotalEnergies SE | $472,186 | 0.0% | +10% | — |
| 227 | — | VANGUARD INDEX FDS | $470,436 | 0.0% | -24% | — |
| 228 |  $GSK | GSK plc | $468,784 | 0.0% | +4% | — |
| 229 | — | SSGA ACTIVE ETF TR | $460,550 | 0.0% | +3% | — |
| 230 |  $DVN | DEVON ENERGY CORP/DE | $454,188 | 0.0% | NEW | 70.2 |
| 231 |  $CCZ | COMCAST CORP | $451,665 | 0.0% | -8% | 70.4 |
| 232 |  $JCI | Johnson Controls International plc | $446,540 | 0.0% | NEW | — |
| 233 |  $NVS | NOVARTIS AG | $442,670 | 0.0% | +10% | — |
| 234 | — | SCHWAB STRATEGIC TR | $435,514 | 0.0% | +0% | — |
| 235 |  $TFC | TRUIST FINANCIAL CORP | $435,152 | 0.0% | -3% | — |
| 236 | — | AMERICAN CENTY ETF TR | $433,702 | 0.0% | +0% | — |
| 237 | — | VANGUARD SCOTTSDALE FDS | $433,536 | 0.0% | +12% | — |
| 238 |  $PM | Philip Morris International Inc. | $433,025 | 0.0% | +66% | 80.5 |
| 239 |  $ETN | Eaton Corp plc | $430,277 | 0.0% | -15% | — |
| 240 |  $VZ | VERIZON COMMUNICATIONS INC | $425,637 | 0.0% | +3% | 71.6 |
| 241 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $422,871 | 0.0% | +0% | — |
| 242 | — | ISHARES TR | $417,358 | 0.0% | -8% | — |
| 243 | — | ISHARES TR | $407,581 | 0.0% | -0% | — |
| 244 | — | VANGUARD WORLD FD | $406,198 | 0.0% | +19% | — |
| 245 |  $SLNO | SOLENO THERAPEUTICS INC | $406,045 | 0.0% | +0% | 46.3 |
| 246 |  $KEYS | Keysight Technologies, Inc. | $403,789 | 0.0% | NEW | 72.3 |
| 247 |  $ECL | ECOLAB INC. | $399,296 | 0.0% | -1% | 64.3 |
| 248 |  $SBUX | STARBUCKS CORP | $395,810 | 0.0% | -10% | 54.6 |
| 249 |  $NEE | NEXTERA ENERGY INC | $392,790 | 0.0% | +11% | 71.7 |
| 250 |  $WM | WASTE MANAGEMENT INC | $386,507 | 0.0% | -16% | 70.7 |
| 251 |  $SPGI | S&P Global Inc. | $370,896 | 0.0% | NEW | 79.4 |
| 252 |  $PH | Parker-Hannifin Corp | $368,839 | 0.0% | -4% | 73.8 |
| 253 |  $GLDM | World Gold Trust | $361,676 | 0.0% | +2% | — |
| 254 | — | NUSHARES ETF TR | $353,500 | 0.0% | +0% | — |
| 255 |  $A | AGILENT TECHNOLOGIES, INC. | $352,883 | 0.0% | NEW | 64.6 |
| 256 | — | STATE STR SPDR DOW JONES IND | $351,098 | 0.0% | -17% | — |
| 257 |  $NOK | NOKIA CORP | $347,336 | 0.0% | +86% | — |
| 258 | — | SPDR INDEX SHS FDS | $347,123 | 0.0% | +0% | — |
| 259 | — | ISHARES TR | $347,106 | 0.0% | -2% | — |
| 260 | — | VANGUARD WORLD FD | $346,603 | 0.0% | +16% | — |
| 261 |  $STRL | STERLING INFRASTRUCTURE, INC. | $346,180 | 0.0% | -15% | 73.3 |
| 262 | — | SCHWAB STRATEGIC TR | $345,375 | 0.0% | +0% | — |
| 263 |  $BX | Blackstone Inc. | $344,970 | 0.0% | +56% | 68 |
| 264 |  $RLJ | RLJ Lodging Trust | $336,918 | 0.0% | +0% | 45.7 |
| 265 | — | VANGUARD INTL EQUITY INDEX F | $331,625 | 0.0% | +0% | — |
| 266 | — | AMERICAN CENTY ETF TR | $329,008 | 0.0% | +0% | — |
| 267 |  $MCK | MCKESSON CORP | $324,510 | 0.0% | -23% | 63.7 |
| 268 |  $ASML | ASML HOLDING NV | $323,603 | 0.0% | +11% | — |
| 269 | — | ISHARES TR | $321,513 | 0.0% | +0% | — |
| 270 |  $IONQ | IonQ, Inc. | $314,074 | 0.0% | -33% | 32.8 |
| 271 | — | VANGUARD SCOTTSDALE FDS | $312,483 | 0.0% | -5% | — |
| 272 |  $BA | BOEING CO | $310,550 | 0.0% | -0% | 51.8 |
| 273 | — | SPDR INDEX SHS FDS | $310,309 | 0.0% | +0% | — |
| 274 |  $O | REALTY INCOME CORP | $309,204 | 0.0% | NEW | 74.6 |
| 275 | — | SPDR SERIES TRUST | $306,444 | 0.0% | +0% | — |
| 276 |  $MO | ALTRIA GROUP, INC. | $296,552 | 0.0% | NEW | 72.1 |
| 277 | — | DIREXION SHARES ETF TRUST | $296,411 | 0.0% | +0% | — |
| 278 |  $ENB | ENBRIDGE INC | $294,359 | 0.0% | -6% | — |
| 279 | — | ISHARES TR | $293,777 | 0.0% | -21% | — |
| 280 | — | SELECT SECTOR SPDR TR | $293,696 | 0.0% | -8% | — |
| 281 | — | FLEXSHARES TR | $293,569 | 0.0% | +0% | — |
| 282 | — | SPDR SERIES TRUST | $292,070 | 0.0% | -81% | — |
| 283 | $META | Meta Platforms, Inc. | $290,195 | 0.0% | -26% | 80.9 |
| 284 | — | DIMENSIONAL ETF TRUST | $289,171 | 0.0% | +0% | — |
| 285 |  $T | AT&T INC. | $288,036 | 0.0% | NEW | 71.9 |
| 286 |  $LRCX | LAM RESEARCH CORP | $286,518 | 0.0% | -9% | 82.4 |
| 287 |  $MET | METLIFE INC | $284,577 | 0.0% | +17% | 73.9 |
| 288 |  $NFG | NATIONAL FUEL GAS CO | $281,880 | 0.0% | -6% | 80.4 |
| 289 |  $BEPC | Brookfield Renewable Corp | $279,431 | 0.0% | +0% | — |
| 290 |  $HPE | Hewlett Packard Enterprise Co | $278,267 | 0.0% | NEW | 52.5 |
| 291 |  $AZN | ASTRAZENECA PLC | $275,319 | 0.0% | -46% | — |
| 292 |  $AMP | AMERIPRISE FINANCIAL INC | $271,973 | 0.0% | NEW | 70.2 |
| 293 |  $TMUS | T-Mobile US, Inc. | $271,779 | 0.0% | -24% | 72.7 |
| 294 |  $SGOL | abrdn Gold ETF Trust | $270,308 | 0.0% | +16% | — |
| 295 |  $CB | Chubb Ltd | $269,544 | 0.0% | -26% | — |
| 296 | — | ISHARES INC | $269,350 | 0.0% | -7% | — |
| 297 | — | DIMENSIONAL ETF TRUST | $267,419 | 0.0% | -98% | — |
| 298 | — | SPDR INDEX SHS FDS | $265,796 | 0.0% | +0% | — |
| 299 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $265,395 | 0.0% | NEW | 66.3 |
| 300 |  $ITW | ILLINOIS TOOL WORKS INC | $262,112 | 0.0% | -25% | 71.2 |
| 301 |  $ESAB | ESAB Corp | $255,666 | 0.0% | -38% | 58.3 |
| 302 |  $SLB | SLB LIMITED/NV | $255,460 | 0.0% | -13% | 63.2 |
| 303 | — | VANGUARD INTL EQUITY INDEX F | $255,197 | 0.0% | +0% | — |
| 304 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $254,971 | 0.0% | -17% | 75.1 |
| 305 |  $LIN | LINDE PLC | $253,333 | 0.0% | -10% | — |
| 306 | — | VANGUARD CALIF TAX FREE FDS | $250,672 | 0.0% | +0% | — |
| 307 |  $JEF | Jefferies Financial Group Inc. | $250,633 | 0.0% | -1% | 65.6 |
| 308 |  $CW | CURTISS WRIGHT CORP | $249,971 | 0.0% | NEW | 70.7 |
| 309 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $249,731 | 0.0% | NEW | 74.6 |
| 310 |  $ADP | AUTOMATIC DATA PROCESSING INC | $249,505 | 0.0% | -76% | 77.9 |
| 311 |  $ACN | Accenture plc | $247,268 | 0.0% | +11% | — |
| 312 |  $BCAL | California BanCorp \ CA | $246,521 | 0.0% | +0% | — |
| 313 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $239,627 | 0.0% | -2% | 57.7 |
| 314 | — | ISHARES TR | $236,670 | 0.0% | -8% | — |
| 315 | — | ISHARES TR | $231,872 | 0.0% | -51% | — |
| 316 | — | SCHWAB STRATEGIC TR | $228,342 | 0.0% | +0% | — |
| 317 |  $CMI | CUMMINS INC | $228,120 | 0.0% | NEW | 58.9 |
| 318 | — | VANGUARD SCOTTSDALE FDS | $227,480 | 0.0% | -75% | — |
| 319 | $IVZ | Invesco Ltd. | $225,668 | 0.0% | +0% | — |
| 320 |  $TD | TORONTO DOMINION BANK | $222,918 | 0.0% | NEW | — |
| 321 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $222,213 | 0.0% | -3% | 59.5 |
| 322 | — | VANGUARD SCOTTSDALE FDS | $219,468 | 0.0% | -0% | — |
| 323 |  $BKNG | Booking Holdings Inc. | $218,937 | 0.0% | -25% | 55.3 |
| 324 |  $GLW | CORNING INC /NY | $217,824 | 0.0% | NEW | 72.7 |
| 325 |  $TXN | TEXAS INSTRUMENTS INC | $217,437 | 0.0% | NEW | 70.4 |
| 326 |  $HPQ | HP INC | $215,209 | 0.0% | NEW | 58.9 |
| 327 | — | AMERICAN CENTY ETF TR | $213,318 | 0.0% | -18% | — |
| 328 |  $APD | Air Products & Chemicals, Inc. | $213,220 | 0.0% | NEW | 41.2 |
| 329 | — | ISHARES INC | $211,722 | 0.0% | -9% | — |
| 330 |  $ALL | ALLSTATE CORP | $210,069 | 0.0% | NEW | 76.6 |
| 331 |  $CTVA | Corteva, Inc. | $209,945 | 0.0% | NEW | 48.4 |
| 332 |  $IRM | IRON MOUNTAIN INC | $208,672 | 0.0% | NEW | 50.7 |
| 333 |  $CI | Cigna Group | $206,731 | 0.0% | -8% | 66.8 |
| 334 |  $TXT | TEXTRON INC | $201,738 | 0.0% | NEW | 58.2 |
| 335 | — | FLEXSHARES TR | $200,396 | 0.0% | -3% | — |
| 336 |  $XERS | Xeris Biopharma Holdings, Inc. | $116,000 | 0.0% | +0% | 45.5 |
| 337 |  $ABEV | AMBEV S.A. | $73,000 | 0.0% | -1% | — |
| 338 |  $UA | Under Armour, Inc. | $57,900 | 0.0% | NEW | 40.5 |
New Positions (31)
$RYTM RHYTHM PHARMACEUTICALS, INC.$2.9M$NOC NORTHROP GRUMMAN CORP /DE/$1.8M$NN NEXTNAV INC.$708,180$NRG NRG ENERGY, INC.$626,648$SRE SEMPRA$519,276$TEM Tempus AI, Inc.$514,558$TEL TE Connectivity plc$513,771$DVN DEVON ENERGY CORP/DE$454,188$JCI Johnson Controls International plc$446,540$KEYS Keysight Technologies, Inc.$403,789$SPGI S&P Global Inc.$370,896$A AGILENT TECHNOLOGIES, INC.$352,883$O REALTY INCOME CORP$309,204$MO ALTRIA GROUP, INC.$296,552$T AT&T INC.$288,036
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