Wealth Architects, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1611518
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
244
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wealth Architects, LLC disclosed 244 positions worth $1.1B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 18 new positions and exited 14. The portfolio is most concentrated in Other (75.6% of disclosed assets). All figures are sourced directly from Wealth Architects, LLC’s Form 13F-HR filing with the SEC under CIK 1611518.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF
6.7% weight
Held 9 quarters
FLEXSHARES IBOXX 5YR TARGE
6.7% weight
Held 9 quarters
ISHARES CORE S&P SMALL CAP
5.6% weight
Held 9 quarters
$LRCX5.0% weight
Held 6 quarters
VANGUARD DIVIDEND APPRECIA
4.8% weight
Held 9 quarters
ISHARES ULTRA SHORT-TERM B
7 quarters accumulating
FLEXSHARES IBOXX 5YR TARGE
3 quarters accumulating
DIMENSIONAL US LARGE CAP V
3 quarters accumulating
AVANTIS US SMALL CAP VALUE
3 quarters accumulating
$DOV3 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF
—Quality
$75.6M115,697 shFLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF
—Quality
$75.1M3,115,394 shISHARES CORE S&P SMALL CAP ETF
—Quality
$62.9M506,007 sh- 82.4
Quality
$56.2M263,242 sh VANGUARD DIVIDEND APPRECIATION ETF
—Quality
$54.0M251,254 shVANGUARD FTSE DEVELOPED MARKETS ETF
—Quality
$53.5M835,644 shSPDR S&P GLOBAL INFRASTRUCTURE ETF
—Quality
$49.6M652,712 sh- 76.1
Quality
$39.1M154,114 sh DFA INTERNATIONAL VALUE ETF
—Quality
$38.3M725,927 shDFA TAX-MANAGED US MARKETWIDE VALUE II
—Quality
$33.9M700,295 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | — | $75.6M | 115,697 |
| FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | — | $75.1M | 3,115,394 |
| ISHARES CORE S&P SMALL CAP ETF | — | $62.9M | 506,007 |
| LAM RESEARCH CORP$LRCX | 82.4 | $56.2M | 263,242 |
| VANGUARD DIVIDEND APPRECIATION ETF | — | $54.0M | 251,254 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | — | $53.5M | 835,644 |
| SPDR S&P GLOBAL INFRASTRUCTURE ETF | — | $49.6M | 652,712 |
 Apple Inc.$AAPL | 76.1 | $39.1M | 154,114 |
| DFA INTERNATIONAL VALUE ETF | — | $38.3M | 725,927 |
| DFA TAX-MANAGED US MARKETWIDE VALUE II | — | $33.9M | 700,295 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Architects, LLC's 244 positions.
Showing top 10 of 244 holdings.
Sector Allocation
Other
$848.1M
Technology
$100.5M
Industrials
$95.5M
Financials
$31.1M
Healthcare
$13.7M
Consumer Discretionary
$11.4M
Energy
$6.1M
Consumer Staples
$5.6M
Full Holdings — Wealth Architects, LLC (Q1 2026)
All 244 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 CORE S&P 500 ETF | $75.6M | 6.7% | +0% | — |
| 2 | — | FLEXSHARES IBOXX 5YR TARGET DUR TIPS ETF | $75.1M | 6.7% | +4% | — |
| 3 | — | ISHARES CORE S&P SMALL CAP ETF | $62.9M | 5.6% | +2% | — |
| 4 | $LRCX | LAM RESEARCH CORP | $56.2M | 5.0% | -0% | 82.4 |
| 5 | — | VANGUARD DIVIDEND APPRECIATION ETF | $54.0M | 4.8% | +2% | — |
| 6 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $53.5M | 4.8% | -10% | — |
| 7 | — | SPDR S&P GLOBAL INFRASTRUCTURE ETF | $49.6M | 4.4% | +1% | — |
| 8 | $AAPL | Apple Inc. | $39.1M | 3.5% | -6% | 76.1 |
| 9 | — | DFA INTERNATIONAL VALUE ETF | $38.3M | 3.4% | -1% | — |
| 10 | — | DFA TAX-MANAGED US MARKETWIDE VALUE II | $33.9M | 3.0% | -1% | — |
| 11 | — | VANGUARD VALUE ETF | $28.7M | 2.6% | -2% | — |
| 12 | — | VANGUARD SMALL CAP VALUE ETF | $28.6M | 2.5% | -1% | — |
| 13 | — | DIMENSIONAL US LARGE CAP VALUE ETF | $24.9M | 2.2% | +5% | — |
| 14 | — | AVANTIS US SMALL CAP VALUE ETF | $24.7M | 2.2% | +0% | — |
| 15 | $DOV | DOVER Corp | $23.4M | 2.1% | +2% | 63.1 |
| 16 | — | ISHARES CORE MSCI EAFE | $20.5M | 1.8% | -2% | — |
| 17 | — | AVANTIS INTERNATNL SML CP VL ETF | $19.8M | 1.8% | -1% | — |
| 18 | — | VANGUARD LARGE-CAP ETF | $19.2M | 1.7% | -4% | — |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $17.7M | 1.6% | +2% | — |
| 20 | — | VANGUARD SMALL-CAP ETF | $15.9M | 1.4% | -2% | — |
| 21 | — | ISHARES MSCI EAFE SMALL CAP INDEX | $13.7M | 1.2% | -3% | — |
| 22 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $13.3M | 1.2% | +1% | — |
| 23 | — | ISHARES S&P SMALLCAP600 VALUE INDEX | $13.0M | 1.2% | -0% | — |
| 24 | — | ISHARES ESG AWARE MSCI EAFE ETF | $12.5M | 1.1% | +1% | — |
| 25 | — | DFA US SUSTAINABILITY CORE 1 ETF | $11.0M | 1.0% | -1% | — |
| 26 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.2M | 0.9% | -13% | 64.5 |
| 27 | — | ISHARES ESG MSCI USA ETF | $9.9M | 0.9% | +6% | — |
| 28 |  $META | Meta Platforms, Inc. | $8.8M | 0.8% | +0% | 80.9 |
| 29 | — | SCHWAB INTERNATIONAL EQUITY ETF | $8.3M | 0.7% | -0% | — |
| 30 |  $MSFT | MICROSOFT CORP | $7.6M | 0.7% | +0% | 83.7 |
| 31 | — | DIMENSIONL GLOBAL REAL ESTATE ETF | $7.2M | 0.6% | +4% | — |
| 32 | — | DIMENSNL EMG MRKT SUS CORE 1 ETF | $6.6M | 0.6% | -1% | — |
| 33 | — | DFA INTL SUSTAINABILITY CORE 1 ETF | $6.4M | 0.6% | -2% | — |
| 34 | — | DFA US CORE EQUITY 2 ETF | $6.4M | 0.6% | +7% | — |
| 35 |  $AVGO | Broadcom Inc. | $6.1M | 0.6% | +2% | 86.4 |
| 36 | — | VANGUARD TOTAL STK MKT ETF | $6.0M | 0.5% | +0% | — |
| 37 | — | ISHARES ESG US AGGREGATE BOND ETF | $5.5M | 0.5% | +13% | — |
| 38 | — | DIMENSIONAL INTERNATIONAL HIGH PBLY ETF | $5.5M | 0.5% | NEW | — |
| 39 |  $GOOGL | Alphabet Inc. | $5.4M | 0.5% | +5% | 80.2 |
| 40 | — | ISHARES ULTRA SHORT-TERM BOND ETF | $5.4M | 0.5% | +10% | — |
| 41 | — | ISHARES MSCI EAFE VALUE INDEX | $5.3M | 0.5% | -10% | — |
| 42 |  $NVDA | NVIDIA CORP | $4.8M | 0.4% | -10% | 90.2 |
| 43 | — | DFA WORLD EX US CORE ETF | $4.6M | 0.4% | -2% | — |
| 44 | $META | Meta Platforms, Inc. | $4.2M | 0.4% | -1% | 80.9 |
| 45 | — | SCHWAB US SMALL CAP ETF | $4.1M | 0.4% | -0% | — |
| 46 |  $CAT | CATERPILLAR INC | $4.1M | 0.4% | -2% | 67.8 |
| 47 | — | VANGUARD TOTAL BOND MARKET ETF | $4.0M | 0.4% | -2% | — |
| 48 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 0.3% | -1% | 35.6 |
| 49 |  $RKLB | Rocket Lab Corp | $3.8M | 0.3% | -3% | 37.2 |
| 50 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND | $3.7M | 0.3% | +2% | — |
| 51 |  $AMZN | AMAZON COM INC | $3.7M | 0.3% | +1% | 74.6 |
| 52 |  $PLTR | Palantir Technologies Inc. | $3.6M | 0.3% | +0% | 85.8 |
| 53 | — | PROSHARES DJ BROOKFIELD GLOBAL INFRA | $3.4M | 0.3% | -4% | — |
| 54 | — | VANGUARD S&P 500 ETF | $3.3M | 0.3% | +4% | — |
| 55 |  $GOOG | Alphabet Inc. | $3.0M | 0.3% | -0% | 80.2 |
| 56 | — | FLEXSHARES STOXX GLOBAL BROAD INFRAS ETF | $2.9M | 0.3% | -13% | — |
| 57 |  $XOM | EXXON MOBIL CORP | $2.8M | 0.3% | -0% | 61.8 |
| 58 | — | ISHARES TR RUSSELL2000 VALUE INDEXFD | $2.8M | 0.3% | +0% | — |
| 59 |  $LLY | ELI LILLY & Co | $2.7M | 0.2% | +3% | 89.3 |
| 60 |  $WT | WisdomTree, Inc. | $2.6M | 0.2% | -7% | 62.9 |
| 61 | — | ISHARES S&P GLOBAL INFRASTRUCTURE INDEX | $2.6M | 0.2% | -1% | — |
| 62 |  $WMT | Walmart Inc. | $2.4M | 0.2% | +3% | 63.2 |
| 63 |  $TSLA | Tesla, Inc. | $2.2M | 0.2% | -0% | 50.1 |
| 64 | — | ISHARES 0 TO 3 MNTH TREASURY BND ETF | $2.1M | 0.2% | -7% | — |
| 65 |  $HD | HOME DEPOT, INC. | $2.0M | 0.2% | -2% | 69.2 |
| 66 | — | ISHARES RUSSELL 3000 INDEX FD | $2.0M | 0.2% | +0% | — |
| 67 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.2% | +2% | 72.8 |
| 68 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.2% | +1% | 72.9 |
| 69 | — | ISHARES TR RUSSELL 2000INDEX FD | $1.9M | 0.2% | +1% | — |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.2% | -0% | 72.3 |
| 71 |  $MRK | Merck & Co., Inc. | $1.6M | 0.1% | -0% | 70.9 |
| 72 |  $RTX | RTX Corp | $1.6M | 0.1% | -1% | 70 |
| 73 | — | TECHNOLOGY SELECT SECTOR SPDR ETF | $1.6M | 0.1% | -8% | — |
| 74 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.5M | 0.1% | -0% | — |
| 75 |  $UNH | UNITEDHEALTH GROUP INC | $1.5M | 0.1% | +7% | 66.8 |
| 76 | — | SCHWAB US BROAD MARKET ETF | $1.5M | 0.1% | +3% | — |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.1% | +3% | — |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.4M | 0.1% | +1% | 68.4 |
| 79 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 80 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.4M | 0.1% | -1% | — |
| 81 |  $WELL | WELLTOWER INC. | $1.4M | 0.1% | +0% | 75.7 |
| 82 |  $KLAC | KLA CORP | $1.3M | 0.1% | -2% | 84.4 |
| 83 |  $INTC | INTEL CORP | $1.3M | 0.1% | +0% | 41.5 |
| 84 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | +0% | 67 |
| 85 |  $PM | Philip Morris International Inc. | $1.3M | 0.1% | +0% | 80.5 |
| 86 | — | VANGUARD S&P SMALL-CAP 600 VALUE INDEX ETF | $1.2M | 0.1% | +0% | — |
| 87 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | +1% | 54.7 |
| 88 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | -1% | 74.8 |
| 89 |  $SNOW | Snowflake Inc. | $1.2M | 0.1% | +2% | 49.6 |
| 90 | — | VANGUARD MID CAP ETF | $1.1M | 0.1% | +1% | — |
| 91 |  $WEC | WEC ENERGY GROUP, INC. | $1.1M | 0.1% | +0% | 67 |
| 92 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | +13% | 59.3 |
| 93 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.1% | +8% | 66.7 |
| 94 | — | ISHARES TR RUSSELL 1000 INDEX FD | $1.1M | 0.1% | +0% | — |
| 95 | — | JPMORGAN SUSTAINABLE MUNI INCOME ETF | $1.1M | 0.1% | +6% | — |
| 96 | — | VANGUARD INTL EQUITY INDEXFD INC FTSE ALL- | $1.1M | 0.1% | +0% | — |
| 97 | — | VANGUARD GROWTH ETF | $1.0M | 0.1% | +4% | — |
| 98 |  $KMI | KINDER MORGAN, INC. | $1.0M | 0.1% | +0% | 74.6 |
| 99 |  $AMD | ADVANCED MICRO DEVICES INC | $1.0M | 0.1% | -44% | 78.8 |
| 100 | — | AVANTIS US LARGE CAP VALUE ETF | $989,246 | 0.1% | +0% | — |
| 101 | — | VANGUARD TOTAL INTL STOCK ETF | $973,591 | 0.1% | +0% | — |
| 102 |  $MFC | MANULIFE FINANCIAL CORP | $967,420 | 0.1% | +0% | — |
| 103 | — | ISHARES TR RUSSELL 1000GROWTH INDEX FD | $957,268 | 0.1% | -0% | — |
| 104 | — | SCHWAB US LARGE-CAP GROWTH | $942,559 | 0.1% | +8% | — |
| 105 | — | ISHARES ALL-COUNTRY WORLD INTERNATIONAL | $941,240 | 0.1% | +0% | — |
| 106 |  $TXN | TEXAS INSTRUMENTS INC | $933,231 | 0.1% | +1% | 70.4 |
| 107 |  $MCD | MCDONALDS CORP | $931,705 | 0.1% | +0% | 73.9 |
| 108 |  $MGRC | MCGRATH RENTCORP | $926,573 | 0.1% | +0% | 59.2 |
| 109 | — | FLEXSHARES MSTAR EM FACTOR TILT ETF | $916,330 | 0.1% | -3% | — |
| 110 |  $V | VISA INC. | $909,356 | 0.1% | -0% | 83.5 |
| 111 |  $BLK | BlackRock, Inc. | $908,816 | 0.1% | +0% | 70.3 |
| 112 | — | SPDR BARCLAYS CAPITAL 1-3 MONTH T-BILL | $908,734 | 0.1% | +57% | — |
| 113 |  $ELV | Elevance Health, Inc. | $895,522 | 0.1% | -1% | 59.4 |
| 114 |  $MU | MICRON TECHNOLOGY INC | $855,411 | 0.1% | +5% | 88.4 |
| 115 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $818,515 | 0.1% | -1% | — |
| 116 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $767,887 | 0.1% | -0% | 74.4 |
| 117 | — | DFA INT'L CORE EQUITY ETF | $734,179 | 0.1% | +0% | — |
| 118 | — | PROSHARES ULTRAPRO QQQ | $727,838 | 0.1% | -3% | — |
| 119 | — | VANGUARD FTSE EMERGING MARKETS ETF | $693,702 | 0.1% | -1% | — |
| 120 | — | VANGUARD TOTAL INTL BOND INDEX ETF | $691,727 | 0.1% | NEW | — |
| 121 |  $MO | ALTRIA GROUP, INC. | $689,791 | 0.1% | -0% | 72.1 |
| 122 | — | ISHARES CORE MSCI EMERGING MARKETS | $677,257 | 0.1% | -0% | — |
| 123 | — | VANGUARD EXTENDED MARKET IDX | $675,983 | 0.1% | -0% | — |
| 124 |  $WFC | WELLS FARGO & COMPANY/MN | $649,884 | 0.1% | -1% | — |
| 125 |  $ED | CONSOLIDATED EDISON INC | $643,624 | 0.1% | -0% | 71.6 |
| 126 |  $MA | Mastercard Inc | $640,810 | 0.1% | -1% | 81.7 |
| 127 |  $AXP | AMERICAN EXPRESS CO | $632,804 | 0.1% | -0% | 73.2 |
| 128 |  $ADP | AUTOMATIC DATA PROCESSING INC | $627,998 | 0.1% | -5% | 77.9 |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $627,271 | 0.1% | +2% | 71.6 |
| 130 |  $IVZ | Invesco Ltd. | $613,760 | 0.1% | +1% | — |
| 131 |  $ABT | ABBOTT LABORATORIES | $611,708 | 0.1% | -0% | 67 |
| 132 |  $ALAB | Astera Labs, Inc. | $558,522 | 0.1% | +0% | 77.7 |
| 133 |  $GILD | GILEAD SCIENCES, INC. | $549,536 | 0.1% | -36% | 77.8 |
| 134 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $548,344 | 0.1% | -1% | 63.7 |
| 135 |  $IMO | IMPERIAL OIL LTD | $542,641 | 0.1% | -1% | — |
| 136 |  $AWK | American Water Works Company, Inc. | $516,870 | 0.1% | +3% | 61.7 |
| 137 |  $GLW | CORNING INC /NY | $515,598 | 0.1% | -2% | 72.7 |
| 138 |  $AMGN | AMGEN INC | $508,121 | 0.1% | -4% | 79.5 |
| 139 |  $ETN | Eaton Corp plc | $499,665 | 0.0% | +2% | — |
| 140 |  $GE | GENERAL ELECTRIC CO | $499,151 | 0.0% | +2% | 74.8 |
| 141 |  $COR | Cencora, Inc. | $492,572 | 0.0% | -1% | 59.6 |
| 142 | — | FLEXSHARES MSTAR DEVMKTS FACTOR TILT ETF | $489,881 | 0.0% | -5% | — |
| 143 | — | FINANCIAL SELECT SECTOR SPDR | $489,306 | 0.0% | -0% | — |
| 144 | — | NUSHARES ESG INTL DEV MKTS EQ ETF | $479,688 | 0.0% | -0% | — |
| 145 |  $IAU | ISHARES GOLD TRUST | $478,268 | 0.0% | +37% | — |
| 146 |  $ORCL | ORACLE CORP | $476,171 | 0.0% | -3% | 67.2 |
| 147 | — | ISHARES TR MSCIEAFE INDEX FD | $467,340 | 0.0% | +0% | — |
| 148 |  $KO | COCA COLA CO | $463,233 | 0.0% | +0% | 74 |
| 149 |  $APD | Air Products & Chemicals, Inc. | $455,488 | 0.0% | +2% | 41.2 |
| 150 | — | CONSUMER DISCRETIONARY SELECT SECT SPDR | $438,971 | 0.0% | +0% | — |
| 151 |  $BCS | BARCLAYS PLC | $437,885 | 0.0% | -1% | — |
| 152 |  $NEE | NEXTERA ENERGY INC | $433,192 | 0.0% | -0% | 71.7 |
| 153 |  $NFLX | NETFLIX INC | $429,983 | 0.0% | -21% | 86.7 |
| 154 | — | Schwab US Dividend Equity ETF | $412,220 | 0.0% | +0% | — |
| 155 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $410,762 | 0.0% | +0% | — |
| 156 |  $GEV | GE Vernova Inc. | $400,661 | 0.0% | -1% | 70.1 |
| 157 |  $FITB | FIFTH THIRD BANCORP | $395,886 | 0.0% | NEW | — |
| 158 |  $WM | WASTE MANAGEMENT INC | $382,141 | 0.0% | -0% | 70.7 |
| 159 |  $L | LOEWS CORP | $378,393 | 0.0% | +3% | 75.2 |
| 160 |  $ACN | Accenture plc | $373,880 | 0.0% | -25% | — |
| 161 |  $ABNB | Airbnb, Inc. | $367,122 | 0.0% | -0% | 70.1 |
| 162 | — | VANGUARD RUSSELL 1000 VALUE ETF | $366,617 | 0.0% | +0% | — |
| 163 |  $TRV | TRAVELERS COMPANIES, INC. | $361,392 | 0.0% | -2% | 71.5 |
| 164 | — | ISHARES MSCI USA ESG SELECT ETF | $361,161 | 0.0% | +0% | — |
| 165 | — | FLEXSHARES MSTAR US MKT FACTOR TILT ETF | $349,499 | 0.0% | -5% | — |
| 166 |  $BMY | BRISTOL MYERS SQUIBB CO | $349,405 | 0.0% | -1% | 70.1 |
| 167 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $346,228 | 0.0% | -4% | — |
| 168 |  $FDX | FEDEX CORP | $346,207 | 0.0% | +1% | 60.3 |
| 169 |  $INTU | INTUIT INC. | $340,283 | 0.0% | -13% | 82 |
| 170 |  $QUAD | Quad/Graphics, Inc. | $332,000 | 0.0% | +0% | 40.1 |
| 171 | — | ISHARES RUSSELL 1000 VALUE INDEX FD | $319,780 | 0.0% | +0% | — |
| 172 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $318,995 | 0.0% | -0% | 74.4 |
| 173 |  $SHOP | SHOPIFY INC. | $317,942 | 0.0% | +0% | — |
| 174 |  $ELPC | ENERGY CO OF PARANA | $316,744 | 0.0% | -2% | — |
| 175 |  $MPC | Marathon Petroleum Corp | $315,725 | 0.0% | -1% | 50.7 |
| 176 |  $MOH | MOLINA HEALTHCARE, INC. | $314,188 | 0.0% | +7% | 60.5 |
| 177 | — | ISHARES TR DOW JONES US REAL ESTATE INDEXF | $309,684 | 0.0% | +0% | — |
| 178 |  $DIS | Walt Disney Co | $307,488 | 0.0% | +7% | 68.9 |
| 179 |  $TJX | TJX COMPANIES INC /DE/ | $306,943 | 0.0% | -2% | 70.7 |
| 180 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $306,272 | 0.0% | -4% | 64.4 |
| 181 |  $PEP | PEPSICO INC | $304,610 | 0.0% | +4% | 62.7 |
| 182 |  $GLD | SPDR GOLD TRUST | $303,354 | 0.0% | -6% | — |
| 183 |  $MRVL | Marvell Technology, Inc. | $294,278 | 0.0% | -6% | 77.3 |
| 184 |  $AFL | AFLAC INC | $288,866 | 0.0% | +22% | 60.3 |
| 185 | — | ISHARES S&P 100 | $286,263 | 0.0% | +0% | — |
| 186 |  $FSLR | FIRST SOLAR, INC. | $286,027 | 0.0% | -2% | 73.8 |
| 187 | — | SPDR INDEX SHARES WORLD EX US ETF | $278,186 | 0.0% | +0% | — |
| 188 |  $TGT | TARGET CORP | $275,705 | 0.0% | NEW | 53.1 |
| 189 |  $SPGI | S&P Global Inc. | $275,195 | 0.0% | -3% | 79.4 |
| 190 | — | VANGUARD REIT INDEX ETF | $273,032 | 0.0% | -1% | — |
| 191 | $IVZ | Invesco Ltd. | $271,661 | 0.0% | +0% | — |
| 192 |  $OTF | Blue Owl Technology Finance Corp. | $265,815 | 0.0% | +86% | — |
| 193 |  $ETR | ENTERGY CORP /DE/ | $264,608 | 0.0% | -1% | 65.1 |
| 194 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $263,338 | 0.0% | -1% | — |
| 195 |  $T | AT&T INC. | $261,026 | 0.0% | +8% | 71.9 |
| 196 |  $ADI | ANALOG DEVICES INC | $256,848 | 0.0% | -2% | 76.2 |
| 197 |  $LMT | LOCKHEED MARTIN CORP | $254,448 | 0.0% | -0% | 65 |
| 198 |  $GS | GOLDMAN SACHS GROUP INC | $253,797 | 0.0% | -1% | — |
| 199 |  $C | CITIGROUP INC | $253,245 | 0.0% | +0% | 54.8 |
| 200 |  $CMI | CUMMINS INC | $250,179 | 0.0% | -3% | 58.9 |
| 201 |  $PGR | PROGRESSIVE CORP/OH/ | $247,363 | 0.0% | -1% | 83.6 |
| 202 |  $CCZ | COMCAST CORP | $245,471 | 0.0% | +19% | 70.4 |
| 203 |  $MS | MORGAN STANLEY | $244,880 | 0.0% | -1% | — |
| 204 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $244,464 | 0.0% | +0% | 75.4 |
| 205 |  $GWW | W.W. GRAINGER, INC. | $244,341 | 0.0% | +0% | 69.5 |
| 206 | — | HEALTH CARE SELECT SECTOR SPDR | $243,519 | 0.0% | +6% | — |
| 207 |  $STX | Seagate Technology Holdings plc | $238,974 | 0.0% | -26% | — |
| 208 |  $APH | AMPHENOL CORP /DE/ | $236,275 | 0.0% | -2% | 80.5 |
| 209 |  $TECK | TECK RESOURCES LTD | $235,256 | 0.0% | -3% | — |
| 210 |  $MMM | 3M CO | $231,497 | 0.0% | +1% | 60.7 |
| 211 |  $PVH | PVH CORP. /DE/ | $229,720 | 0.0% | NEW | 45.3 |
| 212 |  $CRM | Salesforce, Inc. | $229,055 | 0.0% | -8% | 75.2 |
| 213 |  $ADBE | ADOBE INC. | $228,738 | 0.0% | -10% | 80.4 |
| 214 |  $EMR | EMERSON ELECTRIC CO | $228,499 | 0.0% | NEW | 65.9 |
| 215 | — | ISHARES TR RUSSELL 2000GROWTH INDEX FD | $227,955 | 0.0% | +0% | — |
| 216 |  $SO | SOUTHERN CO | $226,629 | 0.0% | +0% | 65.1 |
| 217 | — | ISHARES TR S&P MIDCAP400 INDEX FD | $225,582 | 0.0% | +0% | — |
| 218 | — | ISHARES CORE DIVIDEND GROWTH ETF | $224,985 | 0.0% | +0% | — |
| 219 |  $EW | Edwards Lifesciences Corp | $224,544 | 0.0% | -1% | 67.6 |
| 220 |  $RBLX | Roblox Corp | $221,489 | 0.0% | NEW | 53.7 |
| 221 |  $VLO | VALERO ENERGY CORP/TX | $220,855 | 0.0% | NEW | 51.4 |
| 222 |  $STLD | STEEL DYNAMICS INC | $216,720 | 0.0% | +0% | 56 |
| 223 |  $GSK | GSK plc | $216,124 | 0.0% | NEW | — |
| 224 |  $UNP | UNION PACIFIC CORP | $214,961 | 0.0% | +0% | 74 |
| 225 |  $MDLZ | Mondelez International, Inc. | $214,882 | 0.0% | NEW | 53.9 |
| 226 |  $RBRK | Rubrik, Inc. | $213,705 | 0.0% | -23% | 49.5 |
| 227 |  $CME | CME GROUP INC. | $212,061 | 0.0% | NEW | 74.5 |
| 228 |  $DE | DEERE & CO | $211,238 | 0.0% | NEW | 57.4 |
| 229 |  $CTO | CTO Realty Growth, Inc. | $210,620 | 0.0% | +0% | 46.6 |
| 230 |  $CVS | CVS HEALTH Corp | $210,576 | 0.0% | +1% | 51.3 |
| 231 |  $COF | CAPITAL ONE FINANCIAL CORP | $210,342 | 0.0% | +28% | 71 |
| 232 |  $MCK | MCKESSON CORP | $208,552 | 0.0% | NEW | 63.7 |
| 233 | — | AVANTIS INTERNATIONAL EQUITY ETF | $204,939 | 0.0% | NEW | — |
| 234 | — | ISHARES BARCLAYS US AGGREGATE BOND FUND | $204,503 | 0.0% | -16% | — |
| 235 |  $HMY | HARMONY GOLD MINING CO LTD | $203,975 | 0.0% | -3% | — |
| 236 |  $DHR | DANAHER CORP /DE/ | $203,251 | 0.0% | +4% | 63.9 |
| 237 |  $NET | Cloudflare, Inc. | $201,594 | 0.0% | NEW | 52.6 |
| 238 |  $GSBD | Goldman Sachs BDC, Inc. | $183,061 | 0.0% | +0% | — |
| 239 |  $HCXY | Hercules Capital, Inc. | $158,569 | 0.0% | NEW | — |
| 240 |  $UMC | UNITED MICROELECTRONICS CORP | $134,529 | 0.0% | +0% | — |
| 241 |  $DXC | DXC Technology Co | $129,030 | 0.0% | NEW | 52.1 |
| 242 |  $FINV | FinVolution Group | $91,709 | 0.0% | +0% | — |
| 243 |  $SBDS | Solo Brands, Inc. | $69,947 | 0.0% | NEW | 19.9 |
| 244 |  $PACB | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $64,317 | 0.0% | +0% | 10.8 |
New Positions (18)
DIMENSIONAL INTERNATIONAL HIGH PBLY ETF$5.5M
VANGUARD TOTAL INTL BOND INDEX ETF$691,727
$FITB FIFTH THIRD BANCORP$395,886$TGT TARGET CORP$275,705$PVH PVH CORP. /DE/$229,720$EMR EMERSON ELECTRIC CO$228,499$RBLX Roblox Corp$221,489$VLO VALERO ENERGY CORP/TX$220,855$GSK GSK plc$216,124$MDLZ Mondelez International, Inc.$214,882$CME CME GROUP INC.$212,061$DE DEERE & CO$211,238$MCK MCKESSON CORP$208,552 AVANTIS INTERNATIONAL EQUITY ETF$204,939
$NET Cloudflare, Inc.$201,594
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