GSB Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1660694
Institutional-grade research for retail investors
13F Reported Value
ⓘ$443.0M
Holdings
239
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GSB Wealth Management, LLC disclosed 239 positions worth $443.0M in its Form 13F-HR for Q1 2026, followed by $WT. During the quarter the fund opened 13 new positions and exited 7 — including a new stake in $KDP and a full exit from $PYPL. The portfolio is most concentrated in Other (44.4% of disclosed assets). All figures are sourced directly from GSB Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1660694.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF
5.1% weight
Held 9 quarters
$WT3.1% weight
Held 9 quarters
PIMCO MULTISECTOR BOND ACT
2.8% weight
Held 6 quarters
$WT2.6% weight
Held 9 quarters
HARBOR INTERNATIONAL COMPO
2.5% weight
Held 6 quarters
$WT8 quarters accumulating
$WT8 quarters accumulating
FIRST TRUST NASDAQ CYBERSE
8 quarters accumulating
STATE STREET SPDR PORTFOLI
8 quarters accumulating
$CHD8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer 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
$22.5M34,438 sh- 62.9#716
Quality
$13.6M270,133 sh PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
—Quality
$12.3M471,280 sh- 62.9
Quality
$11.5M264,850 sh HARBOR INTERNATIONAL COMPOUNDERS ETF
—Quality
$11.2M385,807 shSCHWAB FUNDAMENTAL U.S. SMALL COMPANY
—Quality
$10.7M328,713 sh- 76.1
Quality
$9.0M35,543 sh ISHARES MSCI EMERGING MARKETS EX CHINA ETF
—Quality
$7.8M99,703 shISHARES FLOATING RATE BOND ETF
—Quality
$7.3M143,506 sh- 62.9
Quality
$7.2M137,789 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | — | $22.5M | 34,438 |
| WisdomTree, Inc.$WT | 62.9#716 | $13.6M | 270,133 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | — | $12.3M | 471,280 |
| WisdomTree, Inc.$WT | 62.9 | $11.5M | 264,850 |
| HARBOR INTERNATIONAL COMPOUNDERS ETF | — | $11.2M | 385,807 |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY | — | $10.7M | 328,713 |
 Apple Inc.$AAPL | 76.1 | $9.0M | 35,543 |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | — | $7.8M | 99,703 |
| ISHARES FLOATING RATE BOND ETF | — | $7.3M | 143,506 |
| WisdomTree, Inc.$WT | 62.9 | $7.2M | 137,789 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GSB Wealth Management, LLC's 239 positions.
Showing top 10 of 239 holdings.
Sector Allocation
Other
$196.7M
Financials
$74.8M
Technology
$62.8M
Industrials
$31.0M
Healthcare
$26.1M
Consumer Discretionary
$25.9M
Consumer Staples
$9.9M
Energy
$7.9M
Full Holdings — GSB Wealth Management, LLC (Q1 2026)
All 239 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 | $22.5M | 5.1% | -0% | — |
| 2 | $WT | WisdomTree, Inc. | $13.6M | 3.1% | -1% | 62.9 |
| 3 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $12.3M | 2.8% | +23% | — |
| 4 | $WT | WisdomTree, Inc. | $11.5M | 2.6% | +2% | 62.9 |
| 5 | — | HARBOR INTERNATIONAL COMPOUNDERS ETF | $11.2M | 2.5% | -8% | — |
| 6 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY | $10.7M | 2.4% | -1% | — |
| 7 | $AAPL | Apple Inc. | $9.0M | 2.0% | -1% | 76.1 |
| 8 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7.8M | 1.8% | -3% | — |
| 9 | — | ISHARES FLOATING RATE BOND ETF | $7.3M | 1.6% | -23% | — |
| 10 | $WT | WisdomTree, Inc. | $7.2M | 1.6% | +2% | 62.9 |
| 11 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $7.0M | 1.6% | +3% | — |
| 12 |  $JNJ | JOHNSON & JOHNSON | $6.7M | 1.5% | -1% | 72.8 |
| 13 | — | SCHWAB INTERNATIONAL EQUITY | $6.7M | 1.5% | +66% | — |
| 14 |  $SPY | SPDR S&P 500 ETF TRUST | $6.6M | 1.5% | -0% | — |
| 15 | — | VANGUARD VALUE | $6.6M | 1.5% | +5% | — |
| 16 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.2M | 1.4% | +10% | — |
| 17 |  $MSFT | MICROSOFT CORP | $6.1M | 1.4% | +5% | 83.7 |
| 18 |  $GOOGL | Alphabet Inc. | $6.0M | 1.3% | -6% | 80.2 |
| 19 | — | ISHARES CORE S&P MID-CAP | $5.9M | 1.3% | -1% | — |
| 20 | $WT | WisdomTree, Inc. | $5.8M | 1.3% | +1% | 62.9 |
| 21 |  $AMD | ADVANCED MICRO DEVICES INC | $5.6M | 1.3% | -6% | 78.8 |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.4M | 1.2% | -0% | — |
| 23 | — | ISHARES 1-5 YEAR INVMT GRD CORP BD | $5.3M | 1.2% | +6% | — |
| 24 | $WT | WisdomTree, Inc. | $5.3M | 1.2% | +12% | 62.9 |
| 25 |  $GOOG | Alphabet Inc. | $5.2M | 1.2% | -2% | 80.2 |
| 26 |  $NVDA | NVIDIA CORP | $4.8M | 1.1% | -0% | 90.2 |
| 27 |  $AMGN | AMGEN INC | $4.5M | 1.0% | -1% | 79.5 |
| 28 | $WT | WisdomTree, Inc. | $4.4M | 1.0% | +10% | 62.9 |
| 29 | — | JPMORGAN CORE PLUS BOND ETF | $4.2M | 0.9% | +7% | — |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.1M | 0.9% | +2% | 67 |
| 31 | — | FIRST TRUST NASDAQ CYBERSECURITY | $4.0M | 0.9% | +3% | — |
| 32 |  $MRK | Merck & Co., Inc. | $3.9M | 0.9% | -2% | 70.9 |
| 33 |  $AFL | AFLAC INC | $3.8M | 0.9% | -1% | 60.3 |
| 34 | — | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF | $3.8M | 0.9% | -3% | — |
| 35 |  $JPM | JPMORGAN CHASE & CO | $3.7M | 0.8% | -3% | 35.6 |
| 36 | — | JPMORGAN LIMITED DURATION BOND ETF | $3.7M | 0.8% | -39% | — |
| 37 |  $HD | HOME DEPOT, INC. | $3.6M | 0.8% | +0% | 69.2 |
| 38 |  $CMI | CUMMINS INC | $3.5M | 0.8% | -16% | 58.9 |
| 39 |  $CVX | CHEVRON CORP | $3.5M | 0.8% | +1% | 54.7 |
| 40 |  $GLD | SPDR GOLD TRUST | $3.5M | 0.8% | +3% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 0.8% | -0% | 64.5 |
| 42 |  $XOM | EXXON MOBIL CORP | $3.4M | 0.8% | -2% | 61.8 |
| 43 |  $RTX | RTX Corp | $3.4M | 0.8% | -3% | 70 |
| 44 |  $TJX | TJX COMPANIES INC /DE/ | $3.3M | 0.8% | -3% | 70.7 |
| 45 | — | FIDELITY MSCI UTILITIES INDEX | $3.3M | 0.7% | +1% | — |
| 46 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 0.7% | -0% | 72.3 |
| 47 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $3.2M | 0.7% | +520% | — |
| 48 |  $SNA | Snap-on Inc | $3.2M | 0.7% | +0% | 69.3 |
| 49 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.2M | 0.7% | -15% | — |
| 50 |  $LMT | LOCKHEED MARTIN CORP | $3.1M | 0.7% | -2% | 65 |
| 51 | — | VANGUARD CONSUMER STAPLES | $3.0M | 0.7% | +24% | — |
| 52 | — | ISHARES S&P 500 VALUE ETF | $2.9M | 0.7% | +0% | — |
| 53 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.8M | 0.6% | -1% | 66.7 |
| 54 |  $UL | UNILEVER PLC | $2.8M | 0.6% | +0% | — |
| 55 | — | VANGUARD FTSE EUROPE ETF | $2.8M | 0.6% | +0% | — |
| 56 |  $DNP | DNP SELECT INCOME FUND INC | $2.7M | 0.6% | +1% | — |
| 57 | — | JPMORGAN ULTRA-SHORT INCOME ETF | $2.6M | 0.6% | -18% | — |
| 58 |  $TRV | TRAVELERS COMPANIES, INC. | $2.6M | 0.6% | -0% | 71.5 |
| 59 |  $AMZN | AMAZON COM INC | $2.5M | 0.6% | +1% | 74.6 |
| 60 |  $GD | GENERAL DYNAMICS CORP | $2.4M | 0.6% | -4% | 73 |
| 61 |  $PEP | PEPSICO INC | $2.4M | 0.5% | -0% | 62.7 |
| 62 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.4M | 0.5% | -1% | 72.7 |
| 63 |  $HON | HONEYWELL INTERNATIONAL INC | $2.4M | 0.5% | +1% | 65.7 |
| 64 | — | ISHARES RUSSELL 2000 GROWTH | $2.3M | 0.5% | +7% | — |
| 65 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $2.2M | 0.5% | +9% | — |
| 66 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $2.1M | 0.5% | +0% | — |
| 67 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.5% | -1% | 72.9 |
| 68 |  $AMAT | APPLIED MATERIALS INC /DE | $1.9M | 0.4% | -10% | 74.8 |
| 69 | — | ISHARES CORE S&P SMALL-CAP | $1.9M | 0.4% | +1% | — |
| 70 | — | ISHARES PREFERRED & INCOME SECURITIES ETF | $1.9M | 0.4% | -7% | — |
| 71 |  $META | Meta Platforms, Inc. | $1.9M | 0.4% | +10% | 80.9 |
| 72 |  $ORCL | ORACLE CORP | $1.9M | 0.4% | +0% | 67.2 |
| 73 | — | ISHARES S&P MID-CAP 400 GROWTH | $1.9M | 0.4% | +0% | — |
| 74 | — | FIDELITY LIMITED TERM BOND ETF | $1.8M | 0.4% | +1% | — |
| 75 | — | ISHARES ESG AWARE MSCI USA ETF | $1.8M | 0.4% | -4% | — |
| 76 |  $KVUE | Kenvue Inc. | $1.8M | 0.4% | -6% | 60.2 |
| 77 |  $MCD | MCDONALDS CORP | $1.8M | 0.4% | +5% | 73.9 |
| 78 |  $DELL | Dell Technologies Inc. | $1.8M | 0.4% | +47% | 76 |
| 79 | — | ISHARES S&P 500 GROWTH ETF | $1.7M | 0.4% | -1% | — |
| 80 | — | ISHARES CORE DIVIDEND GROWTH ETF | $1.7M | 0.4% | +0% | — |
| 81 |  $ROP | ROPER TECHNOLOGIES INC | $1.6M | 0.4% | +24% | 72.2 |
| 82 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.4% | -5% | 80.5 |
| 83 |  $TM | TOYOTA MOTOR CORP/ | $1.5M | 0.3% | -2% | — |
| 84 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.3% | -12% | 67 |
| 85 |  $APD | Air Products & Chemicals, Inc. | $1.4M | 0.3% | +0% | 41.2 |
| 86 |  $ROL | ROLLINS INC | $1.4M | 0.3% | -2% | 73.2 |
| 87 |  $GPC | GENUINE PARTS CO | $1.4M | 0.3% | +4% | 54.2 |
| 88 |  $KO | COCA COLA CO | $1.3M | 0.3% | +1% | 74 |
| 89 |  $SHW | SHERWIN WILLIAMS CO | $1.3M | 0.3% | +4% | 65.3 |
| 90 |  $CB | Chubb Ltd | $1.3M | 0.3% | +0% | — |
| 91 |  $ZTS | Zoetis Inc. | $1.3M | 0.3% | +5% | 72.6 |
| 92 | — | VANGUARD SMALL-CAP GROWTH ETF | $1.2M | 0.3% | -0% | — |
| 93 |  $SWK | STANLEY BLACK & DECKER, INC. | $1.2M | 0.3% | +64% | 52.4 |
| 94 |  $IAU | ISHARES GOLD TRUST | $1.1M | 0.3% | +0% | — |
| 95 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.1M | 0.3% | +11% | 77.9 |
| 96 |  $LLY | ELI LILLY & Co | $1.1M | 0.3% | +1% | 89.3 |
| 97 | — | VANGUARD S&P 500 ETF | $1.1M | 0.3% | -2% | — |
| 98 | — | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.1M | 0.3% | +0% | — |
| 99 |  $ITW | ILLINOIS TOOL WORKS INC | $1.1M | 0.2% | +0% | 71.2 |
| 100 |  $NOTV | Inotiv, Inc. | $1.1M | 0.2% | -21% | 29.3 |
| 101 |  $DE | DEERE & CO | $1.1M | 0.2% | -15% | 57.4 |
| 102 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.1M | 0.2% | +0% | 60.7 |
| 103 | — | VANGUARD DIVIDEND APPRECIATION ETF | $1.0M | 0.2% | +0% | — |
| 104 |  $ABBV | AbbVie Inc. | $968,879 | 0.2% | -0% | 59.3 |
| 105 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $950,572 | 0.2% | +6% | — |
| 106 |  $AAAU | Goldman Sachs Physical Gold ETF | $944,077 | 0.2% | +1% | — |
| 107 |  $CAT | CATERPILLAR INC | $942,580 | 0.2% | -16% | 67.8 |
| 108 | — | ISHARES TREASURY FLOATING RATE BOND ETF | $921,734 | 0.2% | +0% | — |
| 109 |  $NVO | NOVO NORDISK A S | $904,017 | 0.2% | -1% | — |
| 110 |  $PFE | PFIZER INC | $846,820 | 0.2% | -15% | 69 |
| 111 |  $ACN | Accenture plc | $839,027 | 0.2% | -1% | — |
| 112 |  $EMR | EMERSON ELECTRIC CO | $827,514 | 0.2% | +0% | 65.9 |
| 113 |  $KMB | KIMBERLY CLARK CORP | $819,122 | 0.2% | +3% | 61.7 |
| 114 |  $SO | SOUTHERN CO | $790,563 | 0.2% | +0% | 65.1 |
| 115 | $CHD | CHURCH & DWIGHT CO INC /DE/ | $771,450 | 0.2% | +3% | 65.3 |
| 116 |  $MRNA | Moderna, Inc. | $769,112 | 0.2% | +0% | 15.9 |
| 117 |  $PLTR | Palantir Technologies Inc. | $758,608 | 0.2% | -14% | 85.8 |
| 118 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF | $753,852 | 0.2% | +0% | — |
| 119 | — | SCHWAB U.S. LARGE-CAP VALUE ETF | $741,183 | 0.2% | +1% | — |
| 120 |  $ROST | ROSS STORES, INC. | $703,702 | 0.2% | -2% | 71.5 |
| 121 |  $WMT | Walmart Inc. | $691,352 | 0.2% | +2% | 63.2 |
| 122 |  $DECK | DECKERS OUTDOOR CORP | $678,110 | 0.1% | +4% | 83.2 |
| 123 | — | ISHARES MSCI INDIA ETF | $663,348 | 0.1% | -10% | — |
| 124 |  $MA | Mastercard Inc | $652,556 | 0.1% | -2% | 81.7 |
| 125 |  $GWW | W.W. GRAINGER, INC. | $645,117 | 0.1% | -7% | 69.5 |
| 126 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $638,410 | 0.1% | -0% | — |
| 127 |  $UPS | UNITED PARCEL SERVICE INC | $636,056 | 0.1% | +0% | 58.2 |
| 128 | — | VANGUARD MID-CAP ETF | $610,462 | 0.1% | +2% | — |
| 129 |  $AOS | SMITH A O CORP | $596,328 | 0.1% | +1% | 66.7 |
| 130 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $596,304 | 0.1% | +0% | — |
| 131 |  $KDP | Keurig Dr Pepper Inc. | $586,896 | 0.1% | NEW | 63.1 |
| 132 | — | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $570,336 | 0.1% | +0% | — |
| 133 |  $MKC | MCCORMICK & CO INC | $549,132 | 0.1% | +6% | 73.7 |
| 134 |  $SYK | STRYKER CORP | $548,853 | 0.1% | +104% | 69.8 |
| 135 | — | ISHARES MSCI AUSTRALIA ETF | $512,005 | 0.1% | -0% | — |
| 136 |  $AME | AMETEK INC/ | $506,747 | 0.1% | -1% | 74.2 |
| 137 | — | SCHWAB U.S. LARGE-CAP ETF | $504,681 | 0.1% | -5% | — |
| 138 |  $STT | STATE STREET CORP | $496,401 | 0.1% | -4% | 61.5 |
| 139 |  $DHR | DANAHER CORP /DE/ | $493,349 | 0.1% | +0% | 63.9 |
| 140 |  $GNRC | GENERAC HOLDINGS INC. | $492,232 | 0.1% | +0% | 58.2 |
| 141 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $490,209 | 0.1% | -6% | 69.5 |
| 142 |  $TXN | TEXAS INSTRUMENTS INC | $490,208 | 0.1% | -1% | 70.4 |
| 143 |  $DUK | Duke Energy CORP | $483,038 | 0.1% | +0% | 64 |
| 144 |  $C | CITIGROUP INC | $466,818 | 0.1% | -1% | 54.8 |
| 145 |  $ADI | ANALOG DEVICES INC | $464,803 | 0.1% | +0% | 76.2 |
| 146 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $463,195 | 0.1% | +0% | 63.7 |
| 147 |  $SLV | iShares Silver Trust | $455,175 | 0.1% | -24% | — |
| 148 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $450,660 | 0.1% | +0% | — |
| 149 |  $TD | TORONTO DOMINION BANK | $446,286 | 0.1% | -5% | — |
| 150 |  $BDX | BECTON DICKINSON & CO | $440,279 | 0.1% | +21% | 50.7 |
| 151 | — | DIMENSIONAL U.S. EQUITY MARKET ETF | $436,309 | 0.1% | -3% | — |
| 152 | — | XTRACKERS S&P 500 SCORED & SCREENED ETF | $435,205 | 0.1% | +0% | — |
| 153 |  $BAC | BANK OF AMERICA CORP /DE/ | $427,081 | 0.1% | -3% | 68.4 |
| 154 |  $TT | Trane Technologies plc | $423,507 | 0.1% | +0% | — |
| 155 | — | SCHWAB EMERGING MARKETS EQUITY | $419,552 | 0.1% | +0% | — |
| 156 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $413,469 | 0.1% | +0% | — |
| 157 | — | ISHARES MSCI USA QUALITY FACTOR ETF | $402,226 | 0.1% | +10% | — |
| 158 |  $FAST | FASTENAL CO | $401,830 | 0.1% | +0% | 73.5 |
| 159 |  $UNH | UNITEDHEALTH GROUP INC | $395,900 | 0.1% | +5% | 66.8 |
| 160 |  $NVS | NOVARTIS AG | $393,548 | 0.1% | +0% | — |
| 161 |  $V | VISA INC. | $390,940 | 0.1% | +1% | 83.5 |
| 162 |  $ZS | Zscaler, Inc. | $390,708 | 0.1% | +40% | 57.9 |
| 163 |  $COP | CONOCOPHILLIPS | $387,816 | 0.1% | +34% | 74.8 |
| 164 |  $T | AT&T INC. | $377,178 | 0.1% | +0% | 71.9 |
| 165 |  $PAYX | PAYCHEX INC | $364,703 | 0.1% | +13% | 75.1 |
| 166 |  $SBUX | STARBUCKS CORP | $359,367 | 0.1% | +1% | 54.6 |
| 167 |  $COIN | Coinbase Global, Inc. | $349,918 | 0.1% | +99% | 68 |
| 168 |  $MCO | MOODYS CORP /DE/ | $346,383 | 0.1% | -1% | 81.3 |
| 169 |  $NKE | NIKE, Inc. | $343,557 | 0.1% | -3% | 53.4 |
| 170 | — | VANGUARD SMALL-CAP ETF | $340,327 | 0.1% | +0% | — |
| 171 | — | VANGUARD INFORMATION TECHNOLOGY | $340,274 | 0.1% | -4% | — |
| 172 | — | ISHARES 10 YEAR INVMT GRD CORP BD | $333,548 | 0.1% | +0% | — |
| 173 |  $GS | GOLDMAN SACHS GROUP INC | $332,643 | 0.1% | +0% | — |
| 174 | — | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $330,595 | 0.1% | +0% | — |
| 175 |  $BP | BP PLC | $328,906 | 0.1% | +0% | — |
| 176 | — | DIMENSIONAL US MARKETWIDE VALUE ETF | $322,065 | 0.1% | +0% | — |
| 177 |  $NEE | NEXTERA ENERGY INC | $321,086 | 0.1% | +0% | 71.7 |
| 178 |  $UNP | UNION PACIFIC CORP | $320,869 | 0.1% | -23% | 74 |
| 179 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $318,308 | 0.1% | NEW | 59.5 |
| 180 | — | ISHARES GLOBAL 100 ETF | $310,730 | 0.1% | +0% | — |
| 181 |  $AVGO | Broadcom Inc. | $310,624 | 0.1% | -2% | 86.4 |
| 182 |  $ARMP | Armata Pharmaceuticals, Inc. | $307,200 | 0.1% | +0% | — |
| 183 |  $DIS | Walt Disney Co | $306,296 | 0.1% | -0% | 68.9 |
| 184 |  $PANW | Palo Alto Networks Inc | $304,448 | 0.1% | +34% | 66.5 |
| 185 |  $CARR | CARRIER GLOBAL Corp | $294,067 | 0.1% | +7% | 61.5 |
| 186 |  $INTC | INTEL CORP | $289,713 | 0.1% | +5% | 41.5 |
| 187 | — | ISHARES RUSSELL MIDCAP ETF | $289,259 | 0.1% | +0% | — |
| 188 | — | ISHARES CORE MSCI EAFE ETF | $288,172 | 0.1% | +5% | — |
| 189 |  $GE | GENERAL ELECTRIC CO | $284,911 | 0.1% | +1% | 74.8 |
| 190 | — | ISHARES RUSSELL 1000 GROWTH ETF | $281,827 | 0.1% | -9% | — |
| 191 |  $OTIS | Otis Worldwide Corp | $277,288 | 0.1% | -0% | 60.3 |
| 192 |  $NFLX | NETFLIX INC | $274,028 | 0.1% | +1% | 86.7 |
| 193 | — | SCHWAB US AGGREGATE BOND | $271,539 | 0.1% | +1% | — |
| 194 |  $VLO | VALERO ENERGY CORP/TX | $267,341 | 0.1% | -13% | 51.4 |
| 195 | — | FIDELITY ENHANCED LARGE CAP VALUE ETF | $263,207 | 0.1% | +0% | — |
| 196 |  $AXP | AMERICAN EXPRESS CO | $262,492 | 0.1% | -1% | 73.2 |
| 197 | — | ISHARES TIPS BOND ETF | $261,553 | 0.1% | -2% | — |
| 198 |  $HDB | HDFC BANK LTD | $259,623 | 0.1% | -10% | — |
| 199 |  $CL | COLGATE PALMOLIVE CO | $252,810 | 0.1% | -6% | 72.4 |
| 200 |  $TREX | TREX CO INC | $252,209 | 0.1% | NEW | 60.1 |
| 201 |  $LOW | LOWES COMPANIES INC | $250,929 | 0.1% | +0% | 63.5 |
| 202 |  $VKTX | Viking Therapeutics, Inc. | $250,558 | 0.1% | NEW | — |
| 203 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $249,987 | 0.1% | NEW | 58.8 |
| 204 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $243,373 | 0.1% | NEW | — |
| 205 |  $LIN | LINDE PLC | $240,762 | 0.1% | +3% | — |
| 206 |  $ULTA | Ulta Beauty, Inc. | $239,401 | 0.1% | +0% | 66.6 |
| 207 |  $DOV | DOVER Corp | $238,556 | 0.1% | +0% | 63.1 |
| 208 | — | SCHWAB U.S. SMALL-CAP | $228,867 | 0.1% | -0% | — |
| 209 | — | VANGUARD GROWTH ETF | $228,561 | 0.1% | -0% | — |
| 210 |  $USB | US BANCORP DE | $227,910 | 0.1% | +1% | 71.4 |
| 211 | — | ISHARES MSCI USA MIN VOL FACTOR ETF | $221,126 | 0.1% | -15% | — |
| 212 |  $GEV | GE Vernova Inc. | $216,479 | 0.1% | NEW | 70.1 |
| 213 |  $PM | Philip Morris International Inc. | $211,846 | 0.1% | +2% | 80.5 |
| 214 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $211,419 | 0.1% | +1% | 70.9 |
| 215 | — | ISHARES ESG AWARE MSCI EAFE ETF | $209,859 | 0.1% | NEW | — |
| 216 |  $WM | WASTE MANAGEMENT INC | $209,109 | 0.1% | NEW | 70.7 |
| 217 |  $BLK | BlackRock, Inc. | $206,960 | 0.1% | +2% | 70.3 |
| 218 | — | ISHARES MSCI INDIA SMALL CAP ETF | $203,864 | 0.1% | -5% | — |
| 219 |  $BX | Blackstone Inc. | $200,083 | 0.1% | -7% | 68 |
| 220 | — | SCHWAB US DIVIDEND EQUITY | $116,625 | 0.0% | -24% | — |
| 221 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $108,621 | 0.0% | -0% | — |
| 222 | — | STATE STREET SPDR S&P 600 SML CAP VAL | $97,352 | 0.0% | -2% | — |
| 223 |  $KYTX | Kyverna Therapeutics, Inc. | $86,300 | 0.0% | NEW | — |
| 224 | — | VANGUARD INTERM-TERM BOND | $84,870 | 0.0% | +34% | — |
| 225 | — | SPDR S&P CHINA | $66,572 | 0.0% | -9% | — |
| 226 |  $CABA | Cabaletta Bio, Inc. | $53,800 | 0.0% | NEW | — |
| 227 | — | STATE STREET SPDR PORTF S&P 500 HIGH DIV ETF | $41,799 | 0.0% | +4% | — |
| 228 | — | SCHWAB US REIT | $39,106 | 0.0% | -8% | — |
| 229 | — | SCHWAB SHORT-TERM US TRS | $36,684 | 0.0% | +4% | — |
| 230 | — | SCHWAB U.S. MID-CAP ETF | $15,793 | 0.0% | -22% | — |
| 231 | — | SPDR S&P GLOBAL NATURAL RESOURCES | $14,152 | 0.0% | +4% | — |
| 232 | — | SCHWAB INTERNATIONAL SMALL-CAP EQ | $11,581 | 0.0% | +7% | — |
| 233 | — | VANGUARD FTSE EMERGING MARKETS | $10,701 | 0.0% | -50% | — |
| 234 |  $IVZ | Invesco Ltd. | $2,801 | 0.0% | +14% | — |
| 235 | — | STATE STREET SPDR S&P BIOTECH ETF | $893 | 0.0% | +0% | — |
| 236 | — | XTRACKERS USD HIGH YIELD CORP BD | $706 | 0.0% | +5% | — |
| 237 | — | SCHWAB INTERMEDIATE-TERM US TRS | $277 | 0.0% | NEW | — |
| 238 | — | GLOBAL X MLP & ENERGY INFRASTRUCTURE | $238 | 0.0% | NEW | — |
| 239 | $STT | STATE STREET CORP | $0 | 0.0% | -100% | 61.5 |
New Positions (13)
$KDP Keurig Dr Pepper Inc.$586,896$AIG AMERICAN INTERNATIONAL GROUP, INC.$318,308$TREX TREX CO INC$252,209$VKTX Viking Therapeutics, Inc.$250,558$BJ BJ's Wholesale Club Holdings, Inc.$249,987 STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$243,373
$GEV GE Vernova Inc.$216,479 ISHARES ESG AWARE MSCI EAFE ETF$209,859
$WM WASTE MANAGEMENT INC$209,109$KYTX Kyverna Therapeutics, Inc.$86,300$CABA Cabaletta Bio, Inc.$53,800 SCHWAB INTERMEDIATE-TERM US TRS$277
GLOBAL X MLP & ENERGY INFRASTRUCTURE$238
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