JEPPSON WEALTH MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1831263
Institutional-grade research for retail investors
13F Reported Value
ⓘ$319.0M
Holdings
235
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
JEPPSON WEALTH MANAGEMENT, LLC disclosed 235 positions worth $319.0M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.7% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 10 — including a new stake in $SNY and a full exit from $BXP. The portfolio is most concentrated in Technology (26.4% of disclosed assets). All figures are sourced directly from JEPPSON WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1831263.
AI Fund Analysis
Stable
$AAPL7.7% weight
Held 9 quarters
ISHARES 0-5 YEAR TIPS BOND
5.6% weight
Held 9 quarters
$NVDA4.4% weight
Held 9 quarters
$LMT3.7% weight
Held 9 quarters
VANGUARD SHORT-TERM INFLAT
2.8% weight
Held 9 quarters
$PEP4 quarters accumulating
$DEO4 quarters accumulating
$QQQ3 quarters accumulating
$ET3 quarters accumulating
VANGUARD FTSE EMERGING MAR
3 quarters accumulating
Sector Allocation
TechnologyOtherIndustrialsEnergyFinancialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$24.4M96,329 sh ISHARES 0-5 YEAR TIPS BOND ETF
—Quality
$17.7M171,466 sh- 90.2#1
Quality
$13.9M79,857 sh - 65.0
Quality
$11.9M19,643 sh VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
—Quality
$8.9M178,818 sh- 61.8
Quality
$8.4M49,768 sh - 74.6
Quality
$6.0M28,570 sh - 71.9
Quality
$5.6M192,467 sh - 80.2
Quality
$5.2M18,215 sh - 83.7
Quality
$5.2M13,967 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $24.4M | 96,329 |
| ISHARES 0-5 YEAR TIPS BOND ETF | — | $17.7M | 171,466 |
| NVIDIA CORP$NVDA | 90.2#1 | $13.9M | 79,857 |
| LOCKHEED MARTIN CORP$LMT | 65.0 | $11.9M | 19,643 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | — | $8.9M | 178,818 |
 EXXON MOBIL CORP$XOM | 61.8 | $8.4M | 49,768 |
 AMAZON COM INC$AMZN | 74.6 | $6.0M | 28,570 |
 AT&T INC.$T | 71.9 | $5.6M | 192,467 |
 Alphabet Inc.$GOOGL | 80.2 | $5.2M | 18,215 |
 MICROSOFT CORP$MSFT | 83.7 | $5.2M | 13,967 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JEPPSON WEALTH MANAGEMENT, LLC's 235 positions.
Showing top 10 of 235 holdings.
Sector Allocation
Technology
$84.3M
Other
$43.3M
Industrials
$26.4M
Energy
$24.0M
Financials
$23.3M
Healthcare
$22.9M
Materials
$19.2M
Communication Services
$16.8M
Full Holdings — JEPPSON WEALTH MANAGEMENT, LLC (Q1 2026)
All 235 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 | $AAPL | Apple Inc. | $24.4M | 7.7% | -0% | 76.1 |
| 2 | — | ISHARES 0-5 YEAR TIPS BOND ETF | $17.7M | 5.6% | +0% | — |
| 3 | $NVDA | NVIDIA CORP | $13.9M | 4.4% | -2% | 90.2 |
| 4 | $LMT | LOCKHEED MARTIN CORP | $11.9M | 3.7% | -6% | 65 |
| 5 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $8.9M | 2.8% | -0% | — |
| 6 | $XOM | EXXON MOBIL CORP | $8.4M | 2.6% | -7% | 61.8 |
| 7 | $AMZN | AMAZON COM INC | $6.0M | 1.9% | -1% | 74.6 |
| 8 | $T | AT&T INC. | $5.6M | 1.8% | -1% | 71.9 |
| 9 | $GOOGL | Alphabet Inc. | $5.2M | 1.6% | -2% | 80.2 |
| 10 | $MSFT | MICROSOFT CORP | $5.2M | 1.6% | +3% | 83.7 |
| 11 |  $DIS | Walt Disney Co | $4.6M | 1.4% | -0% | 68.9 |
| 12 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4.6M | 1.4% | -3% | 75.4 |
| 13 |  $VZ | VERIZON COMMUNICATIONS INC | $4.5M | 1.4% | -3% | 71.6 |
| 14 |  $CSCO | CISCO SYSTEMS, INC. | $4.4M | 1.4% | -1% | 72.3 |
| 15 |  $AVGO | Broadcom Inc. | $4.0M | 1.3% | -2% | 86.4 |
| 16 |  $LLY | ELI LILLY & Co | $3.8M | 1.2% | -1% | 89.3 |
| 17 |  $ORCL | ORACLE CORP | $3.8M | 1.2% | +1% | 67.2 |
| 18 |  $RTX | RTX Corp | $3.7M | 1.2% | -2% | 70 |
| 19 |  $JPM | JPMORGAN CHASE & CO | $3.7M | 1.2% | -0% | 35.6 |
| 20 |  $WMT | Walmart Inc. | $3.5M | 1.1% | -1% | 63.2 |
| 21 |  $WPM | Wheaton Precious Metals Corp. | $3.4M | 1.1% | -2% | — |
| 22 |  $JNJ | JOHNSON & JOHNSON | $3.4M | 1.1% | -2% | 72.8 |
| 23 |  $KMI | KINDER MORGAN, INC. | $3.3M | 1.0% | -0% | 74.6 |
| 24 |  $CVX | CHEVRON CORP | $3.2M | 1.0% | -3% | 54.7 |
| 25 |  $FCX | FREEPORT-MCMORAN INC | $3.1M | 1.0% | -1% | 73.1 |
| 26 |  $GLD | SPDR GOLD TRUST | $3.0M | 0.9% | -10% | — |
| 27 |  $SHOP | SHOPIFY INC. | $2.9M | 0.9% | +2% | — |
| 28 |  $RIO | RIO TINTO PLC | $2.7M | 0.8% | -2% | — |
| 29 |  $CAH | CARDINAL HEALTH INC | $2.6M | 0.8% | -4% | 58.6 |
| 30 |  $GILD | GILEAD SCIENCES, INC. | $2.5M | 0.8% | -3% | 77.8 |
| 31 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.8% | +20% | 72.9 |
| 32 |  $MRK | Merck & Co., Inc. | $2.4M | 0.8% | +0% | 70.9 |
| 33 |  $GOOG | Alphabet Inc. | $2.4M | 0.8% | -10% | 80.2 |
| 34 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.8% | -9% | 68.4 |
| 35 |  $META | Meta Platforms, Inc. | $2.3M | 0.7% | -3% | 80.9 |
| 36 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2.3M | 0.7% | -1% | 66.3 |
| 37 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $2.2M | 0.7% | -1% | 63.2 |
| 38 |  $SRE | SEMPRA | $2.2M | 0.7% | -0% | 47.6 |
| 39 |  $QCOM | QUALCOMM INC/DE | $2.2M | 0.7% | +8% | 81.9 |
| 40 |  $ABBV | AbbVie Inc. | $2.2M | 0.7% | -2% | 59.3 |
| 41 |  $COP | CONOCOPHILLIPS | $2.1M | 0.7% | -0% | 74.8 |
| 42 |  $DUK | Duke Energy CORP | $2.0M | 0.6% | -2% | 64 |
| 43 |  $PANW | Palo Alto Networks Inc | $2.0M | 0.6% | +7% | 66.5 |
| 44 |  $SPG | SIMON PROPERTY GROUP INC. | $1.9M | 0.6% | -3% | 76.9 |
| 45 |  $SCHW | SCHWAB CHARLES CORP | $1.8M | 0.6% | +1% | 77.2 |
| 46 |  $PSX | Phillips 66 | $1.8M | 0.6% | -0% | 47.6 |
| 47 |  $WELL | WELLTOWER INC. | $1.8M | 0.6% | -0% | 75.7 |
| 48 |  $GLW | CORNING INC /NY | $1.7M | 0.5% | -2% | 72.7 |
| 49 |  $SO | SOUTHERN CO | $1.7M | 0.5% | -1% | 65.1 |
| 50 | — | VANGUARD SMALL-CAP ETF | $1.7M | 0.5% | +0% | — |
| 51 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.5% | -1% | 66.7 |
| 52 |  $WFC | WELLS FARGO & COMPANY/MN | $1.6M | 0.5% | -16% | — |
| 53 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.5M | 0.5% | -9% | 60.5 |
| 54 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.5% | +6% | — |
| 55 |  $TSLA | Tesla, Inc. | $1.5M | 0.5% | +3% | 50.1 |
| 56 |  $WPC | W. P. Carey Inc. | $1.5M | 0.5% | -1% | 62.1 |
| 57 | — | VANGUARD GROWTH ETF | $1.4M | 0.5% | +0% | — |
| 58 | — | STATE STREET SPDR S&P DIVIDEND ETF | $1.4M | 0.4% | -4% | — |
| 59 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.4% | +3% | 67 |
| 60 | — | VANGUARD TOTAL STOCK MARKET ETF | $1.4M | 0.4% | -1% | — |
| 61 |  $CG | Carlyle Group Inc. | $1.3M | 0.4% | +3% | 47.3 |
| 62 |  $BHP | BHP Group Ltd | $1.3M | 0.4% | +8% | — |
| 63 |  $AMGN | AMGEN INC | $1.2M | 0.4% | -7% | 79.5 |
| 64 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.2M | 0.4% | -1% | 70.1 |
| 65 |  $UBER | Uber Technologies, Inc | $1.2M | 0.4% | +2% | 79.3 |
| 66 |  $PFE | PFIZER INC | $1.1M | 0.4% | -1% | 69 |
| 67 | $PEP | PEPSICO INC | $1.1M | 0.3% | +1% | 62.7 |
| 68 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $1.1M | 0.3% | -0% | — |
| 69 |  $BA | BOEING CO | $1.1M | 0.3% | -0% | 51.8 |
| 70 |  $CAT | CATERPILLAR INC | $1.1M | 0.3% | -3% | 67.8 |
| 71 |  $NFLX | NETFLIX INC | $1.1M | 0.3% | +9% | 86.7 |
| 72 |  $NNN | NNN REIT, INC. | $1.1M | 0.3% | -0% | 67.9 |
| 73 |  $KMB | KIMBERLY CLARK CORP | $1.0M | 0.3% | +7% | 61.7 |
| 74 |  $SCCO | SOUTHERN COPPER CORP/ | $1.0M | 0.3% | +1% | 86.6 |
| 75 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.0M | 0.3% | -4% | — |
| 76 |  $HD | HOME DEPOT, INC. | $970,883 | 0.3% | -2% | 69.2 |
| 77 |  $UL | UNILEVER PLC | $970,655 | 0.3% | -2% | — |
| 78 |  $__PARK_1390777 | Bank of New York Mellon Corp | $969,823 | 0.3% | -3% | 36.7 |
| 79 |  $COF | CAPITAL ONE FINANCIAL CORP | $955,021 | 0.3% | -3% | 71 |
| 80 |  $D | DOMINION ENERGY, INC | $933,729 | 0.3% | -0% | 74.9 |
| 81 |  $MCD | MCDONALDS CORP | $928,951 | 0.3% | -3% | 73.9 |
| 82 |  $NVS | NOVARTIS AG | $922,305 | 0.3% | +0% | — |
| 83 |  $INTC | INTEL CORP | $915,080 | 0.3% | -2% | 41.5 |
| 84 |  $MELI | MERCADOLIBRE INC | $914,652 | 0.3% | +0% | 77.5 |
| 85 |  $ALL | ALLSTATE CORP | $908,724 | 0.3% | +0% | 76.6 |
| 86 |  $C | CITIGROUP INC | $855,338 | 0.3% | -1% | 54.8 |
| 87 |  $BX | Blackstone Inc. | $824,478 | 0.3% | +10% | 68 |
| 88 |  $DOW | DOW INC. | $820,509 | 0.3% | -0% | 38 |
| 89 |  $O | REALTY INCOME CORP | $798,251 | 0.3% | -1% | 74.6 |
| 90 |  $STAG | STAG Industrial, Inc. | $798,152 | 0.3% | -1% | 67.8 |
| 91 |  $TSN | TYSON FOODS, INC. | $776,592 | 0.2% | -6% | 51.9 |
| 92 | — | ALERIAN MLP ETF | $756,905 | 0.2% | -0% | — |
| 93 |  $NEE | NEXTERA ENERGY INC | $751,490 | 0.2% | +0% | 71.7 |
| 94 |  $ED | CONSOLIDATED EDISON INC | $727,861 | 0.2% | -5% | 71.6 |
| 95 |  $ADP | AUTOMATIC DATA PROCESSING INC | $719,460 | 0.2% | +36% | 77.9 |
| 96 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.2% | +0% | 64.5 |
| 97 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $712,457 | 0.2% | -0% | 69.5 |
| 98 |  $MU | MICRON TECHNOLOGY INC | $702,032 | 0.2% | -1% | 88.4 |
| 99 |  $TRV | TRAVELERS COMPANIES, INC. | $691,282 | 0.2% | +0% | 71.5 |
| 100 |  $UNP | UNION PACIFIC CORP | $690,982 | 0.2% | +0% | 74 |
| 101 |  $V | VISA INC. | $688,200 | 0.2% | +26% | 83.5 |
| 102 |  $EMR | EMERSON ELECTRIC CO | $681,173 | 0.2% | -0% | 65.9 |
| 103 |  $KO | COCA COLA CO | $680,191 | 0.2% | +3% | 74 |
| 104 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $674,741 | 0.2% | -21% | — |
| 105 |  $DOV | DOVER Corp | $647,044 | 0.2% | +0% | 63.1 |
| 106 | $ET | Energy Transfer LP | $644,871 | 0.2% | +2% | 64.5 |
| 107 |  $KHC | Kraft Heinz Co | $611,366 | 0.2% | -22% | 42.5 |
| 108 |  $TGT | TARGET CORP | $608,060 | 0.2% | -8% | 53.1 |
| 109 |  $EVRG | Evergy, Inc. | $606,618 | 0.2% | -0% | 56.2 |
| 110 |  $ITW | ILLINOIS TOOL WORKS INC | $606,476 | 0.2% | -0% | 71.2 |
| 111 | — | GLOBAL X SILVER MINERS ETF | $579,034 | 0.2% | -1% | — |
| 112 |  $GIS | GENERAL MILLS INC | $578,064 | 0.2% | -2% | 64.1 |
| 113 |  $ING | ING GROEP NV | $573,100 | 0.2% | -5% | — |
| 114 |  $NGG | NATIONAL GRID PLC | $562,252 | 0.2% | +0% | — |
| 115 | — | VANECK GOLD MINERS ETF | $555,209 | 0.2% | -1% | — |
| 116 |  $DRI | DARDEN RESTAURANTS INC | $540,482 | 0.2% | +0% | 68.6 |
| 117 |  $PAYX | PAYCHEX INC | $523,610 | 0.2% | +57% | 75.1 |
| 118 |  $SBUX | STARBUCKS CORP | $523,564 | 0.2% | -8% | 54.6 |
| 119 |  $SBRA | Sabra Health Care REIT, Inc. | $513,975 | 0.2% | -1% | 73.5 |
| 120 |  $BABA | Alibaba Group Holding Ltd | $510,246 | 0.2% | -18% | — |
| 121 |  $VICI | VICI PROPERTIES INC. | $508,999 | 0.2% | +57% | 76.2 |
| 122 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $507,406 | 0.2% | -2% | 66.4 |
| 123 |  $CRM | Salesforce, Inc. | $501,243 | 0.2% | +32% | 75.2 |
| 124 | — | ISHARES TIPS BOND ETF | $499,994 | 0.2% | +0% | — |
| 125 |  $CAKE | CHEESECAKE FACTORY INC | $499,282 | 0.2% | +0% | 58.3 |
| 126 |  $MDLZ | Mondelez International, Inc. | $495,646 | 0.2% | +45% | 53.9 |
| 127 |  $WSM | WILLIAMS SONOMA INC | $489,191 | 0.1% | +0% | 65 |
| 128 |  $B | BARRICK MINING CORP | $486,339 | 0.1% | -2% | — |
| 129 |  $NEM | NEWMONT Corp /DE/ | $467,471 | 0.1% | -1% | 88.3 |
| 130 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $464,005 | 0.1% | -4% | — |
| 131 |  $NUE | NUCOR CORP | $462,996 | 0.1% | +0% | 58.9 |
| 132 |  $MMM | 3M CO | $457,039 | 0.1% | -6% | 60.7 |
| 133 |  $NWE | NorthWestern Energy Group, Inc. | $452,151 | 0.1% | +0% | 65.6 |
| 134 |  $STZ | CONSTELLATION BRANDS, INC. | $451,200 | 0.1% | +5% | 65 |
| 135 |  $ADM | Archer-Daniels-Midland Co | $450,024 | 0.1% | -0% | 49.4 |
| 136 |  $PLTR | Palantir Technologies Inc. | $440,010 | 0.1% | +19% | 85.8 |
| 137 |  $MDT | Medtronic plc | $436,889 | 0.1% | +21% | — |
| 138 | — | SCHWAB U.S. BROAD MARKET ETF | $435,535 | 0.1% | -2% | — |
| 139 |  $WM | WASTE MANAGEMENT INC | $430,626 | 0.1% | +0% | 70.7 |
| 140 |  $AEM | AGNICO EAGLE MINES LTD | $430,318 | 0.1% | +0% | — |
| 141 | — | VANGUARD DIVIDEND APPRECIATION ETF | $429,475 | 0.1% | -5% | — |
| 142 | — | SCHWAB U.S. SMALL-CAP ETF | $428,872 | 0.1% | -0% | — |
| 143 |  $HON | HONEYWELL INTERNATIONAL INC | $422,676 | 0.1% | -1% | 65.7 |
| 144 |  $GD | GENERAL DYNAMICS CORP | $422,504 | 0.1% | +0% | 73 |
| 145 |  $GE | GENERAL ELECTRIC CO | $417,709 | 0.1% | +0% | 74.8 |
| 146 |  $APD | Air Products & Chemicals, Inc. | $417,434 | 0.1% | -0% | 41.2 |
| 147 | — | VANGUARD FTSE EMERGING MARKETS ETF | $411,197 | 0.1% | +1% | — |
| 148 |  $VLO | VALERO ENERGY CORP/TX | $409,164 | 0.1% | +0% | 51.4 |
| 149 |  $SNY | Sanofi | $398,690 | 0.1% | NEW | — |
| 150 |  $MRVL | Marvell Technology, Inc. | $393,328 | 0.1% | +0% | 77.3 |
| 151 | — | VANGUARD SMALL-CAP GROWTH ETF | $389,515 | 0.1% | +0% | — |
| 152 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $384,419 | 0.1% | +39% | 54.6 |
| 153 | — | ISHARES MSCI EMERGING MARKETS ETF | $384,208 | 0.1% | +0% | — |
| 154 |  $COST | COSTCO WHOLESALE CORP /NEW | $383,669 | 0.1% | -7% | 67 |
| 155 |  $KIM | KIMCO REALTY CORP | $375,923 | 0.1% | -0% | 70.1 |
| 156 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $370,785 | 0.1% | +0% | — |
| 157 |  $FANG | Diamondback Energy, Inc. | $370,658 | 0.1% | -2% | 81.4 |
| 158 | $DEO | DIAGEO PLC | $369,868 | 0.1% | +37% | — |
| 159 |  $MTN | VAIL RESORTS INC | $362,632 | 0.1% | NEW | 65 |
| 160 |  $COIN | Coinbase Global, Inc. | $358,998 | 0.1% | +9% | 68 |
| 161 |  $VNO | VORNADO REALTY TRUST | $353,126 | 0.1% | -2% | 69.1 |
| 162 |  $CRWD | CrowdStrike Holdings, Inc. | $347,465 | 0.1% | +41% | 55 |
| 163 |  $UNH | UNITEDHEALTH GROUP INC | $336,614 | 0.1% | +6% | 66.8 |
| 164 |  $ADBE | ADOBE INC. | $332,290 | 0.1% | -2% | 80.4 |
| 165 |  $CTVA | Corteva, Inc. | $331,492 | 0.1% | +0% | 48.4 |
| 166 |  $NVO | NOVO NORDISK A S | $331,448 | 0.1% | NEW | — |
| 167 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $324,808 | 0.1% | +0% | — |
| 168 |  $DELL | Dell Technologies Inc. | $319,561 | 0.1% | +0% | 76 |
| 169 |  $GEV | GE Vernova Inc. | $316,863 | 0.1% | +0% | 70.1 |
| 170 | — | VANGUARD SMALL CAP VALUE ETF | $316,751 | 0.1% | +0% | — |
| 171 |  $UPS | UNITED PARCEL SERVICE INC | $307,634 | 0.1% | -1% | 58.2 |
| 172 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $304,862 | 0.1% | NEW | 40.6 |
| 173 |  $USB | US BANCORP DE | $304,623 | 0.1% | -0% | 71.4 |
| 174 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $303,376 | 0.1% | NEW | — |
| 175 |  $EXPE | Expedia Group, Inc. | $298,333 | 0.1% | -0% | 65.7 |
| 176 |  $IAU | ISHARES GOLD TRUST | $297,099 | 0.1% | +0% | — |
| 177 |  $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | $295,565 | 0.1% | +0% | 59.2 |
| 178 |  $AMAT | APPLIED MATERIALS INC /DE | $290,522 | 0.1% | -1% | 74.8 |
| 179 |  $CLX | CLOROX CO /DE/ | $286,951 | 0.1% | -1% | 63.5 |
| 180 |  $BDX | BECTON DICKINSON & CO | $285,530 | 0.1% | +48% | 50.7 |
| 181 |  $PINE | Alpine Income Property Trust, Inc. | $283,158 | 0.1% | +3% | 36.4 |
| 182 |  $AMT | AMERICAN TOWER CORP /MA/ | $279,580 | 0.1% | +0% | 69.8 |
| 183 |  $BRX | Brixmor Property Group Inc. | $278,640 | 0.1% | +0% | 68.2 |
| 184 |  $SNOW | Snowflake Inc. | $274,191 | 0.1% | +52% | 49.6 |
| 185 |  $EQR | EQUITY RESIDENTIAL | $273,687 | 0.1% | NEW | — |
| 186 |  $CCZ | COMCAST CORP | $273,377 | 0.1% | -4% | 70.4 |
| 187 |  $HRL | HORMEL FOODS CORP /DE/ | $269,943 | 0.1% | -0% | 58.4 |
| 188 |  $MO | ALTRIA GROUP, INC. | $269,899 | 0.1% | +0% | 72.1 |
| 189 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $268,403 | 0.1% | +0% | 47.2 |
| 190 |  $RIVN | Rivian Automotive, Inc. / DE | $262,863 | 0.1% | -2% | 36 |
| 191 |  $CL | COLGATE PALMOLIVE CO | $262,082 | 0.1% | +1% | 72.4 |
| 192 |  $SLB | SLB LIMITED/NV | $259,571 | 0.1% | NEW | 63.2 |
| 193 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $259,444 | 0.1% | +32% | — |
| 194 |  $NSC | NORFOLK SOUTHERN CORP | $258,300 | 0.1% | +0% | 70.8 |
| 195 |  $Q | Qnity Electronics, Inc. | $257,067 | 0.1% | NEW | — |
| 196 |  $TXN | TEXAS INSTRUMENTS INC | $256,071 | 0.1% | +0% | 70.4 |
| 197 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $253,244 | 0.1% | +0% | — |
| 198 | — | KRANESHARES CSI CHINA INTERNET ETF | $248,848 | 0.1% | -3% | — |
| 199 |  $MRNA | Moderna, Inc. | $241,910 | 0.1% | NEW | 15.9 |
| 200 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $241,676 | 0.1% | +0% | 72.9 |
| 201 |  $UGI | UGI CORP /PA/ | $240,736 | 0.1% | +0% | 70.3 |
| 202 |  $ABEV | AMBEV S.A. | $239,893 | 0.1% | +5% | — |
| 203 |  $CAG | CONAGRA BRANDS INC. | $238,284 | 0.1% | -32% | 48.2 |
| 204 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF | $236,900 | 0.1% | +0% | — |
| 205 |  $LRCX | LAM RESEARCH CORP | $234,599 | 0.1% | NEW | 82.4 |
| 206 |  $DAL | DELTA AIR LINES, INC. | $229,888 | 0.1% | +0% | 64.4 |
| 207 |  $HLT | Hilton Worldwide Holdings Inc. | $228,060 | 0.1% | +0% | 73.1 |
| 208 |  $MET | METLIFE INC | $227,860 | 0.1% | NEW | 73.9 |
| 209 |  $DVN | DEVON ENERGY CORP/DE | $223,119 | 0.1% | NEW | 70.2 |
| 210 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $222,150 | 0.1% | -2% | — |
| 211 | — | VANGUARD MID-CAP VALUE ETF | $222,057 | 0.1% | -0% | — |
| 212 |  $TD | TORONTO DOMINION BANK | $221,518 | 0.1% | +0% | — |
| 213 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $220,589 | 0.1% | +0% | 74.6 |
| 214 |  $WBD | Warner Bros. Discovery, Inc. | $219,570 | 0.1% | +0% | 42.1 |
| 215 |  $AMCR | Amcor plc | $214,730 | 0.1% | -80% | — |
| 216 |  $GBTC | Grayscale Bitcoin Trust ETF | $214,206 | 0.1% | +0% | — |
| 217 |  $FE | FIRSTENERGY CORP | $213,887 | 0.1% | NEW | 61.6 |
| 218 |  $BRK.B | BERKSHIRE HATHAWAY INC | $211,806 | 0.1% | +0% | 64.5 |
| 219 |  $TAP | MOLSON COORS BEVERAGE CO | $210,951 | 0.1% | NEW | 42.2 |
| 220 |  $NTR | Nutrien Ltd. | $210,382 | 0.1% | NEW | — |
| 221 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $209,756 | 0.1% | NEW | 67.3 |
| 222 |  $AWK | American Water Works Company, Inc. | $209,579 | 0.1% | +0% | 61.7 |
| 223 |  $JHG | Janus Henderson Group Ltd. | $208,562 | 0.1% | NEW | — |
| 224 |  $MKC | MCCORMICK & CO INC | $208,065 | 0.1% | NEW | 73.7 |
| 225 |  $PKG | PACKAGING CORP OF AMERICA | $207,127 | 0.1% | +0% | 70 |
| 226 |  $LVS | LAS VEGAS SANDS CORP | $205,606 | 0.1% | -1% | 73.7 |
| 227 |  $AZN | ASTRAZENECA PLC | $205,306 | 0.1% | NEW | — |
| 228 |  $PSKY | Paramount Skydance Corp | $164,408 | 0.1% | +48% | 62.5 |
| 229 |  $AES | AES CORP | $160,922 | 0.1% | +0% | 50.9 |
| 230 |  $NWL | NEWELL BRANDS INC. | $120,530 | 0.0% | +6% | 41.3 |
| 231 |  $DNP | DNP SELECT INCOME FUND INC | $115,854 | 0.0% | +0% | — |
| 232 |  $JBLU | JETBLUE AIRWAYS CORP | $63,272 | 0.0% | +1% | 37.6 |
| 233 |  $RZLT | Rezolute, Inc. | $30,503 | 0.0% | NEW | — |
| 234 |  $SNDL | SNDL Inc. | $26,400 | 0.0% | +0% | — |
| 235 |  $GLDG | GoldMining Inc. | $11,900 | 0.0% | -29% | — |
New Positions (20)
$SNY Sanofi$398,690$MTN VAIL RESORTS INC$362,632$NVO NOVO NORDISK A S$331,448$AAOI APPLIED OPTOELECTRONICS, INC.$304,862$AB ALLIANCEBERNSTEIN HOLDING L.P.$303,376$EQR EQUITY RESIDENTIAL$273,687$SLB SLB LIMITED/NV$259,571$Q Qnity Electronics, Inc.$257,067$MRNA Moderna, Inc.$241,910$LRCX LAM RESEARCH CORP$234,599$MET METLIFE INC$227,860$DVN DEVON ENERGY CORP/DE$223,119$FE FIRSTENERGY CORP$213,887$TAP MOLSON COORS BEVERAGE CO$210,951$NTR Nutrien Ltd.$210,382
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