JGP Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1748278
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
231
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
JGP Wealth Management, LLC disclosed 231 positions worth $1.1B in its Form 13F-HR for Q2 2026, followed by $KLAC and $AAPL. During the quarter the fund opened 17 new positions and exited 10 — including a new stake in $MRVL and a full exit from $INTU. The portfolio is most concentrated in Other (37.0% of disclosed assets). All figures are sourced directly from JGP Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1748278.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
14.4% weight
Held 10 quarters
$KLAC9.4% weight
Held 10 quarters
$AAPL6.0% weight
Held 10 quarters
ISHARES TR - CORE DIV GRWT
5.1% weight
Held 9 quarters
ISHARES TR - CORE S&P TTL
4.5% weight
Held 10 quarters
ISHARES TR - CORE S&P TTL
9 quarters accumulating
$MSFT9 quarters accumulating
ISHARES TR - CORE INTL AGG
9 quarters accumulating
$CDNS9 quarters accumulating
ISHARES TR - CORE DIV GRWT
8 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$160.4M214,133 sh- 84.4#13
Quality
$104.6M346,796 sh - 76.1#112
Quality
$67.4M232,818 sh ISHARES TR - CORE DIV GRWTH
—Quality
$57.0M752,651 shISHARES TR - CORE S&P TTL STK
—Quality
$50.4M306,602 sh- 83.7
Quality
$32.6M87,309 sh - 76.2
Quality
$30.0M75,458 sh - 35.6
Quality
$26.6M81,331 sh - 70.9
Quality
$20.8M84,568 sh - 69.5
Quality
$19.3M14,195 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $160.4M | 214,133 |
| KLA CORP$KLAC | 84.4#13 | $104.6M | 346,796 |
| Apple Inc.$AAPL | 76.1#112 | $67.4M | 232,818 |
| ISHARES TR - CORE DIV GRWTH | — | $57.0M | 752,651 |
| ISHARES TR - CORE S&P TTL STK | — | $50.4M | 306,602 |
| MICROSOFT CORP$MSFT | 83.7 | $32.6M | 87,309 |
 ANALOG DEVICES INC$ADI | 76.2 | $30.0M | 75,458 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $26.6M | 81,331 |
 PNC FINANCIAL SERVICES GROUP, INC.$PNC | 70.9 | $20.8M | 84,568 |
 W.W. GRAINGER, INC.$GWW | 69.5 | $19.3M | 14,195 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JGP Wealth Management, LLC's 231 positions.
Showing top 10 of 231 holdings.
Sector Allocation
Other
$412.3M
Technology
$326.3M
Consumer Discretionary
$97.0M
Financials
$91.6M
Industrials
$71.2M
Healthcare
$61.4M
Materials
$17.3M
Utilities
$16.3M
Full Holdings — JGP Wealth Management, LLC (Q2 2026)
All 231 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 - CORE S&P500 ETF | $160.4M | 14.4% | +14% | — |
| 2 | $KLAC | KLA CORP | $104.6M | 9.4% | +810% | 84.4 |
| 3 | $AAPL | Apple Inc. | $67.4M | 6.0% | +1% | 76.1 |
| 4 | — | ISHARES TR - CORE DIV GRWTH | $57.0M | 5.1% | +3% | — |
| 5 | — | ISHARES TR - CORE S&P TTL STK | $50.4M | 4.5% | +3% | — |
| 6 | $MSFT | MICROSOFT CORP | $32.6M | 2.9% | +3% | 83.7 |
| 7 | $ADI | ANALOG DEVICES INC | $30.0M | 2.7% | +1% | 76.2 |
| 8 | $JPM | JPMORGAN CHASE & CO | $26.6M | 2.4% | +1% | 35.6 |
| 9 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $20.8M | 1.9% | +0% | 70.9 |
| 10 | $GWW | W.W. GRAINGER, INC. | $19.3M | 1.7% | +0% | 69.5 |
| 11 |  $FIX | COMFORT SYSTEMS USA INC | $18.8M | 1.7% | -0% | 79.5 |
| 12 |  $AMGN | AMGEN INC | $15.7M | 1.4% | +2% | 79.5 |
| 13 |  $RTX | RTX Corp | $15.6M | 1.4% | +4% | 70 |
| 14 |  $WMT | Walmart Inc. | $14.9M | 1.3% | +3% | 63.2 |
| 15 |  $ADP | AUTOMATIC DATA PROCESSING INC | $14.9M | 1.3% | +0% | 77.9 |
| 16 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $14.5M | 1.3% | +2% | — |
| 17 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $14.3M | 1.3% | +2% | — |
| 18 | — | ISHARES TR - SELECT DIVID ETF | $14.2M | 1.3% | -2% | — |
| 19 |  $DGX | QUEST DIAGNOSTICS INC | $14.2M | 1.3% | -1% | 69.1 |
| 20 |  $WSM | WILLIAMS SONOMA INC | $13.7M | 1.2% | +30% | 65 |
| 21 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $12.8M | 1.1% | +4% | 66.5 |
| 22 |  $NEE | NEXTERA ENERGY INC | $12.6M | 1.1% | +0% | 71.7 |
| 23 |  $LOW | LOWES COMPANIES INC | $11.3M | 1.0% | +2% | 63.5 |
| 24 |  $APD | Air Products & Chemicals, Inc. | $11.2M | 1.0% | +0% | 41.2 |
| 25 |  $NVDA | NVIDIA CORP | $11.2M | 1.0% | -3% | 90.2 |
| 26 | — | ISHARES TR - CORE MSCI INTL | $10.9M | 1.0% | +7% | — |
| 27 |  $ITW | ILLINOIS TOOL WORKS INC | $10.7M | 1.0% | +1% | 71.2 |
| 28 |  $AFL | AFLAC INC | $9.5M | 0.9% | +1% | 60.3 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $8.2M | 0.7% | -1% | 72.8 |
| 30 |  $TPL | Texas Pacific Land Corp | $8.0M | 0.7% | +0% | 79.1 |
| 31 | — | MATTHEWS ASIA FDS - EMER MKTS EQUITY | $7.6M | 0.7% | +1% | — |
| 32 |  $PAYX | PAYCHEX INC | $7.5M | 0.7% | +4% | 75.1 |
| 33 | — | ISHARES TR - CORE 1 5 YR USD | $7.2M | 0.7% | +2% | — |
| 34 | — | ISHARES TR - CORE US AGGBD ET | $7.1M | 0.6% | +36% | — |
| 35 |  $ICE | Intercontinental Exchange, Inc. | $6.8M | 0.6% | +2% | 73.8 |
| 36 |  $SCI | SERVICE CORP INTERNATIONAL | $6.7M | 0.6% | +0% | 54.8 |
| 37 |  $IVZ | Invesco Ltd. | $6.7M | 0.6% | +13% | — |
| 38 |  $PG | PROCTER & GAMBLE Co | $6.4M | 0.6% | -0% | 72.9 |
| 39 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $6.3M | 0.6% | -24% | 60.7 |
| 40 |  $AMZN | AMAZON COM INC | $5.5M | 0.5% | +2% | 74.6 |
| 41 |  $ABT | ABBOTT LABORATORIES | $5.5M | 0.5% | -28% | 67 |
| 42 |  $NKE | NIKE, Inc. | $5.2M | 0.5% | -2% | 53.4 |
| 43 |  $LEN | LENNAR CORP /NEW/ | $5.1M | 0.5% | -8% | 49.2 |
| 44 |  $GOOG | Alphabet Inc. | $5.0M | 0.5% | +1% | 80.2 |
| 45 |  $PEP | PEPSICO INC | $4.9M | 0.4% | -3% | 62.7 |
| 46 | — | ISHARES INC - CORE MSCI EMKT | $4.6M | 0.4% | +7% | — |
| 47 |  $HD | HOME DEPOT, INC. | $4.4M | 0.4% | +0% | 69.2 |
| 48 |  $ABBV | AbbVie Inc. | $4.3M | 0.4% | -2% | 59.3 |
| 49 |  $PPG | PPG INDUSTRIES INC | $4.1M | 0.4% | +0% | 57.1 |
| 50 | — | ISHARES TR - CORE INTL AGGR | $4.1M | 0.4% | +1% | — |
| 51 |  $SPY | SPDR S&P 500 ETF TRUST | $4.1M | 0.4% | +0% | — |
| 52 | — | ISHARES TR - 1 3 YR TREAS BD | $4.0M | 0.4% | +6% | — |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.0M | 0.4% | +1% | 67 |
| 54 | — | ISHARES TR - MBS ETF | $4.0M | 0.3% | +14% | — |
| 55 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3.8M | 0.3% | -2% | — |
| 56 |  $INTC | INTEL CORP | $3.8M | 0.3% | +9% | 41.5 |
| 57 |  $MDT | Medtronic plc | $3.7M | 0.3% | +2% | — |
| 58 | — | ISHARES TR - CORE MSCI EAFE | $3.4M | 0.3% | +1% | — |
| 59 |  $TXN | TEXAS INSTRUMENTS INC | $3.1M | 0.3% | -11% | 70.4 |
| 60 |  $GOOGL | Alphabet Inc. | $3.0M | 0.3% | +2% | 80.2 |
| 61 | — | ISHARES TR - 0-5YR INVT GR CP | $3.0M | 0.3% | -3% | — |
| 62 |  $CMI | CUMMINS INC | $2.8M | 0.3% | -3% | 58.9 |
| 63 |  $SYK | STRYKER CORP | $2.4M | 0.2% | +0% | 69.8 |
| 64 |  $FTNT | Fortinet, Inc. | $2.3M | 0.2% | +2% | 78.1 |
| 65 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.2% | +15% | 88.4 |
| 66 | — | ISHARES TR - CORE MSCI TOTAL | $2.3M | 0.2% | +5% | — |
| 67 |  $ORCL | ORACLE CORP | $2.2M | 0.2% | -9% | 67.2 |
| 68 |  $XOM | EXXON MOBIL CORP | $2.1M | 0.2% | -0% | 61.8 |
| 69 |  $LLY | ELI LILLY & Co | $2.1M | 0.2% | +1% | 89.3 |
| 70 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.1M | 0.2% | -6% | — |
| 71 |  $DE | DEERE & CO | $2.1M | 0.2% | +3% | 57.4 |
| 72 |  $LMT | LOCKHEED MARTIN CORP | $2.1M | 0.2% | -0% | 65 |
| 73 |  $WM | WASTE MANAGEMENT INC | $2.0M | 0.2% | -2% | 70.7 |
| 74 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.2% | +14% | — |
| 75 |  $KO | COCA COLA CO | $1.9M | 0.2% | -0% | 74 |
| 76 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.2% | -0% | 72.3 |
| 77 |  $MCD | MCDONALDS CORP | $1.8M | 0.2% | -2% | 73.9 |
| 78 |  $SNDK | Sandisk Corp | $1.8M | 0.2% | +14% | 88.8 |
| 79 |  $TSLA | Tesla, Inc. | $1.7M | 0.1% | +0% | 50.1 |
| 80 | — | ISHARES INC - MSCI JAPAN ETF | $1.7M | 0.1% | +13% | — |
| 81 |  $DCI | DONALDSON Co INC | $1.7M | 0.1% | +0% | 64.7 |
| 82 |  $JKHY | JACK HENRY & ASSOCIATES INC | $1.6M | 0.1% | -61% | 72.8 |
| 83 |  $V | VISA INC. | $1.6M | 0.1% | +2% | 83.5 |
| 84 |  $DOV | DOVER Corp | $1.6M | 0.1% | -3% | 63.1 |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.1% | -8% | — |
| 86 |  $MRK | Merck & Co., Inc. | $1.6M | 0.1% | +0% | 70.9 |
| 87 |  $STX | Seagate Technology Holdings plc | $1.6M | 0.1% | +26% | — |
| 88 |  $PKG | PACKAGING CORP OF AMERICA | $1.5M | 0.1% | -2% | 70 |
| 89 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.1% | -27% | 74.8 |
| 90 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | -0% | 64.5 |
| 91 |  $AVGO | Broadcom Inc. | $1.5M | 0.1% | +4% | 86.4 |
| 92 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.4M | 0.1% | -4% | 75.4 |
| 93 |  $SNA | Snap-on Inc | $1.4M | 0.1% | +4% | 69.3 |
| 94 | — | ISHARES TR - ISHS 1-5YR INVS | $1.4M | 0.1% | +67% | — |
| 95 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | -1% | — |
| 96 | — | ISHARES TR - USD INV GRDE ETF | $1.3M | 0.1% | +17% | — |
| 97 | — | ISHARES TR - 0-5 YR TIPS ETF | $1.3M | 0.1% | +3% | — |
| 98 |  $HUBB | HUBBELL INC | $1.3M | 0.1% | +5% | 68.7 |
| 99 | $CDNS | CADENCE DESIGN SYSTEMS INC | $1.3M | 0.1% | +4% | 74.4 |
| 100 |  $USB | US BANCORP DE | $1.2M | 0.1% | +5% | 71.4 |
| 101 |  $ASML | ASML HOLDING NV | $1.2M | 0.1% | -13% | — |
| 102 |  $META | Meta Platforms, Inc. | $1.2M | 0.1% | -5% | 80.9 |
| 103 | — | ISHARES INC - MSCI STH KOR ETF | $1.1M | 0.1% | +19% | — |
| 104 |  $MTB | M&T BANK CORP | $1.1M | 0.1% | -3% | 64.1 |
| 105 |  $SHW | SHERWIN WILLIAMS CO | $1.1M | 0.1% | +0% | 65.3 |
| 106 | — | ISHARES TR - MORNINGSTAR GRWT | $1.1M | 0.1% | -4% | — |
| 107 |  $SBUX | STARBUCKS CORP | $1.1M | 0.1% | -2% | 54.6 |
| 108 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $966,194 | 0.1% | +7% | 71.5 |
| 109 |  $LRCX | LAM RESEARCH CORP | $962,859 | 0.1% | -45% | 82.4 |
| 110 | — | ISHARES TR - U S EQUITY FACTR | $961,548 | 0.1% | +23% | — |
| 111 |  $RMD | RESMED INC | $928,908 | 0.1% | +10% | 79.8 |
| 112 |  $ISRG | INTUITIVE SURGICAL INC | $923,811 | 0.1% | +10% | 81.4 |
| 113 |  $CVX | CHEVRON CORP | $896,762 | 0.1% | +1% | 54.7 |
| 114 |  $DHR | DANAHER CORP /DE/ | $880,068 | 0.1% | +8% | 63.9 |
| 115 |  $BAC | BANK OF AMERICA CORP /DE/ | $870,341 | 0.1% | +4% | 68.4 |
| 116 |  $MKC | MCCORMICK & CO INC | $851,143 | 0.1% | +0% | 73.7 |
| 117 |  $VZ | VERIZON COMMUNICATIONS INC | $848,235 | 0.1% | +0% | 71.6 |
| 118 | — | ISHARES TR - MSCI INTL QUALTY | $836,156 | 0.1% | +45% | — |
| 119 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $812,495 | 0.1% | +0% | — |
| 120 |  $AM | Antero Midstream Corp | $805,697 | 0.1% | -4% | 71.6 |
| 121 | — | ISHARES TR - MSCI USA QLT FCT | $797,758 | 0.1% | +33% | — |
| 122 |  $CAT | CATERPILLAR INC | $787,400 | 0.1% | +1% | 67.8 |
| 123 | — | ISHARES TR - MSCI USA VALUE | $772,465 | 0.1% | +40% | — |
| 124 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $772,406 | 0.1% | -0% | — |
| 125 | — | ISHARES TR - CORE S&P SCP ETF | $770,619 | 0.1% | +11% | — |
| 126 | — | ISHARES TR - RUSSELL 2000 ETF | $740,309 | 0.1% | -3% | — |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $736,012 | 0.1% | +7% | 78.8 |
| 128 |  $CSX | CSX CORP | $735,764 | 0.1% | +0% | 66.4 |
| 129 |  $EMR | EMERSON ELECTRIC CO | $731,210 | 0.1% | -1% | 65.9 |
| 130 |  $CPRT | COPART INC | $725,780 | 0.1% | +12% | 74.9 |
| 131 |  $BALL | BALL Corp | $714,792 | 0.1% | -4% | 54.2 |
| 132 |  $PLTR | Palantir Technologies Inc. | $710,463 | 0.1% | -29% | 85.8 |
| 133 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $708,734 | 0.1% | +0% | — |
| 134 | — | ISHARES TR - MSCI USA MIN ETF | $707,052 | 0.1% | -1% | — |
| 135 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $700,419 | 0.1% | +395% | — |
| 136 |  $MRVL | Marvell Technology, Inc. | $688,688 | 0.1% | NEW | 77.3 |
| 137 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $687,688 | 0.1% | -25% | 65.3 |
| 138 | — | ISHARES TR - ESG MSCI LEADR | $665,260 | 0.1% | +5% | — |
| 139 | — | ISHARES TR - S&P 500 GRWT ETF | $664,344 | 0.1% | -0% | — |
| 140 | — | ISHARES TR - CORE S&P MCP ETF | $620,650 | 0.1% | +4% | — |
| 141 |  $SHOP | SHOPIFY INC. | $619,164 | 0.1% | -7% | — |
| 142 |  $PANW | Palo Alto Networks Inc | $603,731 | 0.1% | +5% | 66.5 |
| 143 |  $DHI | HORTON D R INC /DE/ | $599,887 | 0.1% | NEW | 54.6 |
| 144 |  $NFLX | NETFLIX INC | $574,484 | 0.1% | -15% | 86.7 |
| 145 | — | VANGUARD INDEX FDS - GROWTH ETF | $566,993 | 0.1% | +474% | — |
| 146 |  $FDX | FEDEX CORP | $565,513 | 0.1% | +0% | 60.3 |
| 147 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $563,344 | 0.1% | -16% | — |
| 148 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $530,340 | 0.1% | +7% | 66.7 |
| 149 | — | EATON VANCE TAX ADVT DIV INC - COM | $524,204 | 0.1% | +0% | — |
| 150 |  $GLD | SPDR GOLD TRUST | $522,363 | 0.1% | -5% | — |
| 151 | — | EATON VANCE TAX-MANAGED GLOB - COM | $515,025 | 0.1% | +0% | — |
| 152 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $485,382 | 0.0% | -4% | — |
| 153 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $481,898 | 0.0% | +7% | 60.5 |
| 154 |  $GE | GENERAL ELECTRIC CO | $470,900 | 0.0% | +0% | 74.8 |
| 155 |  $YUM | YUM BRANDS INC | $460,397 | 0.0% | +0% | 71.7 |
| 156 | — | ISHARES TR - ULTRA SHORT DUR | $460,142 | 0.0% | +3% | — |
| 157 | — | ISHARES INC - MSCI TAIWAN ETF | $459,638 | 0.0% | +22% | — |
| 158 | — | ISHARES TR - 3 7 YR TREAS BD | $455,333 | 0.0% | +2% | — |
| 159 |  $GEV | GE Vernova Inc. | $447,622 | 0.0% | +2% | 70.1 |
| 160 |  $QCOM | QUALCOMM INC/DE | $446,881 | 0.0% | -10% | 81.9 |
| 161 | — | ISHARES TR - RUS 1000 GRW ETF | $431,139 | 0.0% | +300% | — |
| 162 |  $AGCO | AGCO CORP /DE | $430,920 | 0.0% | +0% | 50.7 |
| 163 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $407,720 | 0.0% | +4% | — |
| 164 |  $MMM | 3M CO | $402,922 | 0.0% | +0% | 60.7 |
| 165 |  $BA | BOEING CO | $399,041 | 0.0% | +1% | 51.8 |
| 166 |  $NVS | NOVARTIS AG | $393,524 | 0.0% | -1% | — |
| 167 |  $KDP | Keurig Dr Pepper Inc. | $391,385 | 0.0% | NEW | 63.1 |
| 168 |  $NSC | NORFOLK SOUTHERN CORP | $391,350 | 0.0% | -2% | 70.8 |
| 169 | — | NUSHARES ETF TR - NUVEEN ESG US | $389,155 | 0.0% | +16% | — |
| 170 | — | ISHARES TR - RUS MID CAP ETF | $376,743 | 0.0% | +0% | — |
| 171 | — | ISHARES TR - MSCI INDIA ETF | $375,463 | 0.0% | -1% | — |
| 172 |  $TTE | TotalEnergies SE | $375,036 | 0.0% | +2% | — |
| 173 |  $GS | GOLDMAN SACHS GROUP INC | $374,207 | 0.0% | +7% | — |
| 174 |  $WT | WisdomTree, Inc. | $372,341 | 0.0% | +0% | 62.9 |
| 175 | — | ISHARES INC - MSCI GERMANY ETF | $370,592 | 0.0% | -7% | — |
| 176 | — | ISHARES TR - MSCI EAFE ETF | $363,164 | 0.0% | +0% | — |
| 177 |  $MS | MORGAN STANLEY | $362,893 | 0.0% | -20% | — |
| 178 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $356,532 | 0.0% | +0% | 67.9 |
| 179 | — | ISHARES INC - MSCI AUST ETF | $354,225 | 0.0% | +16% | — |
| 180 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $348,541 | 0.0% | +21% | — |
| 181 |  $CVS | CVS HEALTH Corp | $332,281 | 0.0% | +0% | 51.3 |
| 182 | — | T ROWE PRICE EXCHANGE-TRADED - INTL EQUITY ETF | $330,174 | 0.0% | +0% | — |
| 183 | — | ISHARES INC - MSCI CDA ETF | $329,586 | 0.0% | +26% | — |
| 184 | — | ISHARES TR - US SML CAP EQT | $323,239 | 0.0% | +3% | — |
| 185 |  $__PARK_1390777 | Bank of New York Mellon Corp | $322,770 | 0.0% | +5% | 36.7 |
| 186 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | $316,987 | 0.0% | +4% | — |
| 187 |  $AXP | AMERICAN EXPRESS CO | $315,926 | 0.0% | -0% | 73.2 |
| 188 |  $MPC | Marathon Petroleum Corp | $311,406 | 0.0% | +0% | 50.7 |
| 189 |  $CRWD | CrowdStrike Holdings, Inc. | $310,637 | 0.0% | NEW | 55 |
| 190 | — | ISHARES TR - EAFE GRWTH ETF | $308,935 | 0.0% | -3% | — |
| 191 | — | ISHARES TR - U.S. TECH ETF | $306,581 | 0.0% | +1% | — |
| 192 |  $MKL | MARKEL GROUP INC. | $303,470 | 0.0% | +2% | 68.2 |
| 193 |  $WFC | WELLS FARGO & COMPANY/MN | $303,041 | 0.0% | -9% | — |
| 194 | — | ISHARES TR - ESG AW MSCI EAFE | $302,364 | 0.0% | +4% | — |
| 195 | — | ISHARES TR - MSCI CHINA ETF | $301,172 | 0.0% | -45% | — |
| 196 |  $BDX | BECTON DICKINSON & CO | $300,600 | 0.0% | +0% | 50.7 |
| 197 | — | ISHARES TR - MSCI UK ETF NEW | $298,157 | 0.0% | +1% | — |
| 198 |  $IDA | IDACORP INC | $285,654 | 0.0% | -1% | 62.6 |
| 199 | $WT | WisdomTree, Inc. | $277,594 | 0.0% | +0% | 62.9 |
| 200 |  $FLR | FLUOR CORP | $276,776 | 0.0% | -1% | 66.2 |
| 201 |  $C | CITIGROUP INC | $271,897 | 0.0% | +0% | 54.8 |
| 202 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $263,183 | 0.0% | +15% | — |
| 203 |  $LIN | LINDE PLC | $259,989 | 0.0% | -4% | — |
| 204 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $258,486 | 0.0% | +0% | — |
| 205 |  $TJX | TJX COMPANIES INC /DE/ | $256,641 | 0.0% | +6% | 70.7 |
| 206 | — | CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF | $256,177 | 0.0% | +0% | — |
| 207 |  $PFE | PFIZER INC | $251,625 | 0.0% | +0% | 69 |
| 208 | — | ISHARES TR - CR 5 10 YR ETF | $251,029 | 0.0% | +0% | — |
| 209 |  $TRV | TRAVELERS COMPANIES, INC. | $249,928 | 0.0% | -1% | 71.5 |
| 210 |  $UNH | UNITEDHEALTH GROUP INC | $247,286 | 0.0% | NEW | 66.8 |
| 211 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $241,470 | 0.0% | -90% | — |
| 212 |  $XYZ | Block, Inc. | $241,376 | 0.0% | NEW | 60.3 |
| 213 | — | ISHARES INC - MSCI SWITZERLAND | $233,362 | 0.0% | NEW | — |
| 214 |  $BLDR | Builders FirstSource, Inc. | $233,006 | 0.0% | +0% | 48.4 |
| 215 |  $KMB | KIMBERLY CLARK CORP | $229,090 | 0.0% | NEW | 61.7 |
| 216 |  $ALL | ALLSTATE CORP | $227,233 | 0.0% | NEW | 76.6 |
| 217 | — | VANGUARD INDEX FDS - VALUE ETF | $224,250 | 0.0% | NEW | — |
| 218 | $WT | WisdomTree, Inc. | $220,404 | 0.0% | NEW | 62.9 |
| 219 | — | SPDR SERIES TRUST - ST STR P400MID | $218,827 | 0.0% | NEW | — |
| 220 |  $UBS | UBS Group AG | $216,875 | 0.0% | NEW | — |
| 221 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $215,605 | 0.0% | +0% | — |
| 222 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $214,990 | 0.0% | NEW | — |
| 223 |  $CLS | CELESTICA INC | $213,803 | 0.0% | NEW | 69 |
| 224 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $209,790 | 0.0% | +0% | — |
| 225 |  $WMB | WILLIAMS COMPANIES, INC. | $206,517 | 0.0% | +0% | 72.8 |
| 226 |  $NU | Nu Holdings Ltd. | $206,395 | 0.0% | NEW | — |
| 227 | — | ISHARES TR - EAFE VALUE ETF | $204,924 | 0.0% | -2% | — |
| 228 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $202,043 | 0.0% | NEW | — |
| 229 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $200,233 | 0.0% | NEW | — |
| 230 |  $F | FORD MOTOR CO | $197,802 | 0.0% | -2% | 58.5 |
| 231 |  $NOK | NOKIA CORP | $187,482 | 0.0% | -1% | — |
New Positions (17)
$MRVL Marvell Technology, Inc.$688,688$DHI HORTON D R INC /DE/$599,887$KDP Keurig Dr Pepper Inc.$391,385$CRWD CrowdStrike Holdings, Inc.$310,637$UNH UNITEDHEALTH GROUP INC$247,286$XYZ Block, Inc.$241,376 ISHARES INC - MSCI SWITZERLAND$233,362
$KMB KIMBERLY CLARK CORP$229,090$ALL ALLSTATE CORP$227,233 VANGUARD INDEX FDS - VALUE ETF$224,250
SPDR SERIES TRUST - ST STR P400MID$218,827
$UBS UBS Group AG$216,875 VANGUARD WORLD FD - ESG INTL STK ETF$214,990
$CLS CELESTICA INC$213,803$NU Nu Holdings Ltd.$206,395
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