LODESTAR PRIVATE ASSET MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963040
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.0B
Holdings
232
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LODESTAR PRIVATE ASSET MANAGEMENT LLC disclosed 232 positions worth $1.0B in its Form 13F-HR for Q1 2026, followed by $QQQ and $AAPL. During the quarter the fund opened 4 new positions and exited 2 — including a new stake in $UCTT and a full exit from $PLTR. The portfolio is most concentrated in Other (80.4% of disclosed assets). All figures are sourced directly from LODESTAR PRIVATE ASSET MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1963040.
AI Fund Analysis
StableISHARES TR
8.7% weight
Held 9 quarters
$QQQ3.7% weight
Held 9 quarters
$AAPL3.6% weight
Held 9 quarters
$IVZ3.5% weight
Held 9 quarters
SPDR SERIES TRUST
3.3% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
$IVZ8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
ISHARES TR
8 quarters accumulating
$STT8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$87.9M134,530 sh- —
Quality
$37.8M65,527 sh - 76.1#112
Quality
$36.3M143,106 sh - —
Quality
$35.6M149,900 sh SPDR SERIES TRUST
—Quality
$33.9M1,321,303 shVANGUARD INDEX FDS
—Quality
$32.7M166,531 shISHARES TR
—Quality
$32.3M373,286 sh- 61.5
Quality
$31.4M856,984 sh VANGUARD BD INDEX FDS
—Quality
$27.7M359,497 shJ P MORGAN EXCHANGE TRADED F
—Quality
$27.7M601,468 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $87.9M | 134,530 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $37.8M | 65,527 |
| Apple Inc.$AAPL | 76.1#112 | $36.3M | 143,106 |
| Invesco Ltd.$IVZ | — | $35.6M | 149,900 |
| SPDR SERIES TRUST | — | $33.9M | 1,321,303 |
| VANGUARD INDEX FDS | — | $32.7M | 166,531 |
| ISHARES TR | — | $32.3M | 373,286 |
| STATE STREET CORP$STT | 61.5 | $31.4M | 856,984 |
| VANGUARD BD INDEX FDS | — | $27.7M | 359,497 |
| J P MORGAN EXCHANGE TRADED F | — | $27.7M | 601,468 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LODESTAR PRIVATE ASSET MANAGEMENT LLC's 232 positions.
Showing top 10 of 232 holdings.
Sector Allocation
Other
$814.9M
Financials
$106.3M
Technology
$60.7M
Consumer Discretionary
$14.8M
Industrials
$5.8M
Healthcare
$4.5M
Energy
$3.1M
Consumer Staples
$2.2M
Full Holdings — LODESTAR PRIVATE ASSET MANAGEMENT LLC (Q1 2026)
All 232 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 | $87.9M | 8.7% | +4% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $37.8M | 3.7% | -1% | — |
| 3 | $AAPL | Apple Inc. | $36.3M | 3.6% | -1% | 76.1 |
| 4 | $IVZ | Invesco Ltd. | $35.6M | 3.5% | +3% | — |
| 5 | — | SPDR SERIES TRUST | $33.9M | 3.3% | +5% | — |
| 6 | — | VANGUARD INDEX FDS | $32.7M | 3.2% | +22% | — |
| 7 | — | ISHARES TR | $32.3M | 3.2% | +18% | — |
| 8 | $STT | STATE STREET CORP | $31.4M | 3.1% | +3% | 61.5 |
| 9 | — | VANGUARD BD INDEX FDS | $27.7M | 2.7% | +8% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $27.7M | 2.7% | +15% | — |
| 11 | — | VANGUARD SPECIALIZED FUNDS | $25.6M | 2.5% | -3% | — |
| 12 | — | VANGUARD INDEX FDS | $23.4M | 2.3% | +1% | — |
| 13 | — | ISHARES TR | $20.0M | 2.0% | +6% | — |
| 14 | — | SCHWAB STRATEGIC TR | $19.7M | 1.9% | -17% | — |
| 15 | — | SPDR SERIES TRUST | $19.3M | 1.9% | +11% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $18.6M | 1.8% | +1% | — |
| 17 | — | ISHARES TR | $17.7M | 1.8% | -0% | — |
| 18 | — | VANGUARD INDEX FDS | $15.9M | 1.6% | +2% | — |
| 19 | — | VANGUARD INTL EQUITY INDEX F | $15.4M | 1.5% | +17% | — |
| 20 | — | VANGUARD TAX-MANAGED FDS | $15.2M | 1.5% | +4% | — |
| 21 | — | ISHARES TR | $14.6M | 1.4% | +9% | — |
| 22 | — | SCHWAB STRATEGIC TR | $14.6M | 1.4% | +5% | — |
| 23 | — | SCHWAB STRATEGIC TR | $14.5M | 1.4% | -4% | — |
| 24 | — | SCHWAB STRATEGIC TR | $14.0M | 1.4% | +5% | — |
| 25 | — | ISHARES TR | $13.1M | 1.3% | -0% | — |
| 26 | — | SELECT SECTOR SPDR TR | $11.4M | 1.1% | +0% | — |
| 27 | — | DBX ETF TR | $11.3M | 1.1% | -1% | — |
| 28 | — | VANGUARD SCOTTSDALE FDS | $10.9M | 1.1% | +2% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F | $9.6M | 0.9% | +8% | — |
| 30 |  $AMZN | AMAZON COM INC | $9.5M | 0.9% | -2% | 74.6 |
| 31 | — | ISHARES TR | $9.1M | 0.9% | -3% | — |
| 32 | — | SCHWAB STRATEGIC TR | $9.1M | 0.9% | -1% | — |
| 33 | — | ISHARES TR | $9.0M | 0.9% | +1% | — |
| 34 | — | VANGUARD CHARLOTTE FDS | $8.9M | 0.9% | +2% | — |
| 35 | — | WISDOMTREE TR | $8.2M | 0.8% | -15% | — |
| 36 |  $GLDM | World Gold Trust | $8.1M | 0.8% | -4% | — |
| 37 | — | ISHARES TR | $8.1M | 0.8% | +16% | — |
| 38 | — | ISHARES TR | $7.6M | 0.8% | -14% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F | $7.2M | 0.7% | +2% | — |
| 40 |  $WT | WisdomTree, Inc. | $7.2M | 0.7% | -2% | 62.9 |
| 41 | — | ISHARES TR | $7.1M | 0.7% | +5% | — |
| 42 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.0M | 0.7% | +0% | — |
| 43 | — | ISHARES TR | $6.8M | 0.7% | +3% | — |
| 44 | — | SCHWAB STRATEGIC TR | $6.2M | 0.6% | +2% | — |
| 45 | — | ISHARES TR | $6.1M | 0.6% | +5% | — |
| 46 | — | VANGUARD INDEX FDS | $6.0M | 0.6% | -2% | — |
| 47 |  $GLD | SPDR GOLD TRUST | $5.7M | 0.6% | -4% | — |
| 48 | — | ISHARES TR | $5.1M | 0.5% | +8% | — |
| 49 | — | ISHARES TR | $4.9M | 0.5% | +0% | — |
| 50 | — | ISHARES TR | $4.8M | 0.5% | +3% | — |
| 51 | — | VANGUARD INDEX FDS | $4.5M | 0.4% | -3% | — |
| 52 | — | ISHARES TR | $4.5M | 0.4% | +24% | — |
| 53 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.3M | 0.4% | -2% | 64.5 |
| 54 |  $NVDA | NVIDIA CORP | $3.9M | 0.4% | -2% | 90.2 |
| 55 |  $MSFT | MICROSOFT CORP | $3.5M | 0.3% | +1% | 83.7 |
| 56 | — | VANGUARD INDEX FDS | $3.5M | 0.3% | +8% | — |
| 57 | — | SCHWAB STRATEGIC TR | $3.5M | 0.3% | -0% | — |
| 58 | — | SCHWAB STRATEGIC TR | $3.3M | 0.3% | +2% | — |
| 59 | — | ISHARES INC | $3.3M | 0.3% | +16% | — |
| 60 |  $GOOG | Alphabet Inc. | $3.2M | 0.3% | +3% | 80.2 |
| 61 | — | VANGUARD WORLD FD | $3.2M | 0.3% | +0% | — |
| 62 | — | ISHARES TR | $3.1M | 0.3% | +2% | — |
| 63 | — | SCHWAB STRATEGIC TR | $3.0M | 0.3% | +3% | — |
| 64 | — | VANGUARD WHITEHALL FDS | $2.7M | 0.3% | -4% | — |
| 65 |  $GOOGL | Alphabet Inc. | $2.7M | 0.3% | +85% | 80.2 |
| 66 | — | VANGUARD WHITEHALL FDS | $2.6M | 0.3% | +1% | — |
| 67 | — | VANGUARD INDEX FDS | $2.6M | 0.3% | +4% | — |
| 68 | — | VANGUARD MALVERN FDS | $2.6M | 0.3% | +3% | — |
| 69 | — | SCHWAB STRATEGIC TR | $2.6M | 0.3% | +7% | — |
| 70 |  $CEF | Sprott Physical Gold & Silver Trust | $2.5M | 0.3% | -8% | — |
| 71 | — | CAPITAL GROUP DIVIDEND VALUE | $2.4M | 0.2% | -14% | — |
| 72 | — | ISHARES TR | $2.2M | 0.2% | -13% | — |
| 73 | — | FIDELITY COVINGTON TRUST | $2.2M | 0.2% | +7% | — |
| 74 | — | ISHARES TR | $2.1M | 0.2% | -0% | — |
| 75 | — | ISHARES TR | $2.1M | 0.2% | +11% | — |
| 76 | — | SPDR SERIES TRUST | $1.9M | 0.2% | -11% | — |
| 77 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | +12% | — |
| 78 |  $XOM | EXXON MOBIL CORP | $1.8M | 0.2% | -6% | 61.8 |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.2% | -3% | 67 |
| 80 |  $INTC | INTEL CORP | $1.7M | 0.2% | -4% | 41.5 |
| 81 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.2% | -0% | 35.6 |
| 82 | — | SCHWAB STRATEGIC TR | $1.7M | 0.2% | +3% | — |
| 83 | — | SCHWAB STRATEGIC TR | $1.7M | 0.2% | -4% | — |
| 84 | — | VANGUARD INDEX FDS | $1.6M | 0.2% | +6% | — |
| 85 | — | ISHARES TR | $1.5M | 0.1% | -5% | — |
| 86 | — | ISHARES TR | $1.4M | 0.1% | -12% | — |
| 87 | — | SPDR SERIES TRUST | $1.3M | 0.1% | -4% | — |
| 88 |  $META | Meta Platforms, Inc. | $1.2M | 0.1% | -1% | 80.9 |
| 89 |  $HD | HOME DEPOT, INC. | $1.2M | 0.1% | -5% | 69.2 |
| 90 |  $PEP | PEPSICO INC | $1.2M | 0.1% | -1% | 62.7 |
| 91 |  $WMT | Walmart Inc. | $1.2M | 0.1% | +1% | 63.2 |
| 92 | — | ISHARES TR | $1.2M | 0.1% | -1% | — |
| 93 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.1% | +3% | — |
| 94 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.1% | +16% | — |
| 95 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.1% | +3% | — |
| 96 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | -0% | — |
| 97 |  $STX | Seagate Technology Holdings plc | $1.0M | 0.1% | +0% | — |
| 98 | — | VANGUARD WORLD FD | $1.0M | 0.1% | +3% | — |
| 99 | — | SPDR SERIES TRUST | $1.0M | 0.1% | -15% | — |
| 100 |  $LRCX | LAM RESEARCH CORP | $1.0M | 0.1% | -5% | 82.4 |
| 101 | — | ISHARES TR | $1.0M | 0.1% | -2% | — |
| 102 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +15% | — |
| 103 | — | SCHWAB STRATEGIC TR | $982,789 | 0.1% | +1% | — |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $978,703 | 0.1% | +1% | — |
| 105 |  $CVX | CHEVRON CORP | $976,080 | 0.1% | +1% | 54.7 |
| 106 |  $ABBV | AbbVie Inc. | $969,041 | 0.1% | -5% | 59.3 |
| 107 | — | SELECT SECTOR SPDR TR | $952,101 | 0.1% | -6% | — |
| 108 | — | ISHARES TR | $898,422 | 0.1% | +0% | — |
| 109 |  $JNJ | JOHNSON & JOHNSON | $893,428 | 0.1% | +0% | 72.8 |
| 110 | — | SCHWAB STRATEGIC TR | $886,987 | 0.1% | -1% | — |
| 111 |  $LLY | ELI LILLY & Co | $879,037 | 0.1% | -6% | 89.3 |
| 112 | — | ISHARES TR | $878,159 | 0.1% | +0% | — |
| 113 | — | STATE STR SPDR DOW JONES IND | $843,932 | 0.1% | +24% | — |
| 114 | — | ISHARES TR | $836,911 | 0.1% | -1% | — |
| 115 | — | ISHARES TR | $832,130 | 0.1% | +4% | — |
| 116 | — | VANGUARD WORLD FD | $813,940 | 0.1% | +4% | — |
| 117 | — | ISHARES TR | $812,427 | 0.1% | +99% | — |
| 118 | — | SELECT SECTOR SPDR TR | $802,261 | 0.1% | +0% | — |
| 119 | — | SPDR INDEX SHS FDS | $801,457 | 0.1% | +209% | — |
| 120 | — | VANECK ETF TRUST | $788,591 | 0.1% | -4% | — |
| 121 | — | ISHARES TR | $759,144 | 0.1% | -0% | — |
| 122 |  $CSCO | CISCO SYSTEMS, INC. | $730,122 | 0.1% | +0% | 72.3 |
| 123 | — | TRUST FOR PROFESSIONAL MANAG | $728,263 | 0.1% | +14% | — |
| 124 |  $CAT | CATERPILLAR INC | $724,755 | 0.1% | +1% | 67.8 |
| 125 | — | SPDR SERIES TRUST | $724,440 | 0.1% | +1% | — |
| 126 | — | J P MORGAN EXCHANGE TRADED F | $723,824 | 0.1% | -8% | — |
| 127 | — | ISHARES TR | $722,349 | 0.1% | +0% | — |
| 128 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $716,340 | 0.1% | +2% | 66.7 |
| 129 | — | ISHARES TR | $706,772 | 0.1% | -5% | — |
| 130 |  $TSLA | Tesla, Inc. | $697,031 | 0.1% | -20% | 50.1 |
| 131 |  $V | VISA INC. | $691,827 | 0.1% | -1% | 83.5 |
| 132 |  $ORCL | ORACLE CORP | $687,004 | 0.1% | -1% | 67.2 |
| 133 | — | ISHARES TR | $680,155 | 0.1% | +0% | — |
| 134 | — | ISHARES TR | $673,122 | 0.1% | +1% | — |
| 135 |  $CRM | Salesforce, Inc. | $672,467 | 0.1% | -33% | 75.2 |
| 136 | — | ISHARES TR | $659,136 | 0.1% | +1% | — |
| 137 |  $MCD | MCDONALDS CORP | $628,115 | 0.1% | -7% | 73.9 |
| 138 | — | SCHWAB STRATEGIC TR | $623,915 | 0.1% | +24% | — |
| 139 | — | ISHARES TR | $612,638 | 0.1% | -35% | — |
| 140 | — | VANGUARD MUN BD FDS | $604,344 | 0.1% | -9% | — |
| 141 |  $PG | PROCTER & GAMBLE Co | $598,631 | 0.1% | -5% | 72.9 |
| 142 | — | SCHWAB STRATEGIC TR | $592,898 | 0.1% | +10% | — |
| 143 | — | J P MORGAN EXCHANGE TRADED F | $585,333 | 0.1% | +0% | — |
| 144 | — | VANGUARD BD INDEX FDS | $582,952 | 0.1% | -15% | — |
| 145 |  $NFLX | NETFLIX INC | $578,823 | 0.1% | +0% | 86.7 |
| 146 | — | SCHWAB STRATEGIC TR | $576,004 | 0.1% | +52% | — |
| 147 |  $GEV | GE Vernova Inc. | $564,766 | 0.1% | -2% | 70.1 |
| 148 | — | VANGUARD STAR FDS | $550,208 | 0.1% | +5% | — |
| 149 |  $DE | DEERE & CO | $543,585 | 0.1% | +0% | 57.4 |
| 150 |  $AMD | ADVANCED MICRO DEVICES INC | $526,273 | 0.1% | -3% | 78.8 |
| 151 | — | J P MORGAN EXCHANGE TRADED F | $524,944 | 0.1% | -2% | — |
| 152 |  $NBIS | Nebius Group N.V. | $505,000 | 0.1% | +0% | — |
| 153 | — | ISHARES TR | $498,464 | 0.1% | -6% | — |
| 154 | — | VANGUARD INDEX FDS | $490,123 | 0.1% | -0% | — |
| 155 | — | ISHARES TR | $489,882 | 0.1% | -5% | — |
| 156 | — | ISHARES TR | $483,516 | 0.1% | -0% | — |
| 157 |  $AVGO | Broadcom Inc. | $482,526 | 0.1% | +4% | 86.4 |
| 158 | — | ISHARES TR | $470,329 | 0.1% | +0% | — |
| 159 |  $GD | GENERAL DYNAMICS CORP | $458,199 | 0.1% | +0% | 73 |
| 160 |  $MCK | MCKESSON CORP | $449,987 | 0.0% | +0% | 63.7 |
| 161 |  $RTX | RTX Corp | $449,843 | 0.0% | +2% | 70 |
| 162 |  $GLW | CORNING INC /NY | $434,696 | 0.0% | +0% | 72.7 |
| 163 | — | VANGUARD INDEX FDS | $433,313 | 0.0% | -0% | — |
| 164 |  $GS | GOLDMAN SACHS GROUP INC | $408,074 | 0.0% | +5% | — |
| 165 | — | SCHWAB STRATEGIC TR | $385,383 | 0.0% | -0% | — |
| 166 | — | SELECT SECTOR SPDR TR | $374,575 | 0.0% | +6% | — |
| 167 | — | NUSHARES ETF TR | $373,692 | 0.0% | +4% | — |
| 168 | — | SPDR SERIES TRUST | $370,989 | 0.0% | +0% | — |
| 169 | $META | Meta Platforms, Inc. | $370,946 | 0.0% | +28% | 80.9 |
| 170 |  $AMGN | AMGEN INC | $368,747 | 0.0% | -2% | 79.5 |
| 171 |  $UCTT | Ultra Clean Holdings, Inc. | $366,862 | 0.0% | NEW | 36 |
| 172 | $WT | WisdomTree, Inc. | $357,974 | 0.0% | +125% | 62.9 |
| 173 |  $CEG | Constellation Energy Corp | $357,161 | 0.0% | +0% | 62.5 |
| 174 |  $HEI | HEICO CORP | $356,460 | 0.0% | -4% | 79.2 |
| 175 |  $BAC | BANK OF AMERICA CORP /DE/ | $353,024 | 0.0% | +0% | 68.4 |
| 176 | $IVZ | Invesco Ltd. | $348,334 | 0.0% | NEW | — |
| 177 |  $PANW | Palo Alto Networks Inc | $347,574 | 0.0% | -20% | 66.5 |
| 178 |  $HON | HONEYWELL INTERNATIONAL INC | $346,278 | 0.0% | -0% | 65.7 |
| 179 |  $GILD | GILEAD SCIENCES, INC. | $340,526 | 0.0% | -2% | 77.8 |
| 180 | — | ISHARES TR | $339,608 | 0.0% | -1% | — |
| 181 |  $BP | BP PLC | $336,379 | 0.0% | +1% | — |
| 182 | — | ISHARES TR | $335,626 | 0.0% | +3% | — |
| 183 | — | ROUNDHILL ETF TRUST | $328,567 | 0.0% | +0% | — |
| 184 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $327,912 | 0.0% | +0% | 68.8 |
| 185 | — | J P MORGAN EXCHANGE TRADED F | $327,667 | 0.0% | +5% | — |
| 186 |  $CRWD | CrowdStrike Holdings, Inc. | $318,575 | 0.0% | +7% | 55 |
| 187 | — | VANGUARD WORLD FD | $312,532 | 0.0% | +17% | — |
| 188 | — | SPDR SERIES TRUST | $309,563 | 0.0% | +1% | — |
| 189 | — | NEW YORK LIFE INVESTMENTS ET | $309,104 | 0.0% | -22% | — |
| 190 | $STT | STATE STREET CORP | $306,518 | 0.0% | -52% | 61.5 |
| 191 | — | FIRST TR EXCHANGE-TRADED FD | $306,373 | 0.0% | -7% | — |
| 192 | — | J P MORGAN EXCHANGE TRADED F | $305,732 | 0.0% | +0% | — |
| 193 |  $FMS | Fresenius Medical Care AG | $305,282 | 0.0% | +0% | 59.9 |
| 194 | — | CAPITAL GROUP INTL FOCUS EQT | $299,206 | 0.0% | -2% | — |
| 195 |  $BLK | BlackRock, Inc. | $297,168 | 0.0% | -6% | 70.3 |
| 196 |  $ADBE | ADOBE INC. | $284,890 | 0.0% | -18% | 80.4 |
| 197 |  $DIS | Walt Disney Co | $281,577 | 0.0% | -9% | 68.9 |
| 198 |  $ABT | ABBOTT LABORATORIES | $278,954 | 0.0% | -12% | 67 |
| 199 |  $FUND | SPROTT FOCUS TRUST INC. | $277,746 | 0.0% | +0% | — |
| 200 | — | SCHWAB STRATEGIC TR | $272,160 | 0.0% | -97% | — |
| 201 |  $F | FORD MOTOR CO | $271,326 | 0.0% | +0% | 58.5 |
| 202 | — | FIRST TR EXCH TRADED FD III | $270,391 | 0.0% | +0% | — |
| 203 | — | ISHARES TR | $268,666 | 0.0% | -19% | — |
| 204 | — | ISHARES TR | $262,965 | 0.0% | -0% | — |
| 205 |  $SBUX | STARBUCKS CORP | $260,711 | 0.0% | +0% | 54.6 |
| 206 |  $BMRC | Bank of Marin Bancorp | $260,298 | 0.0% | +10% | — |
| 207 | — | VANGUARD ADMIRAL FDS INC | $254,738 | 0.0% | +0% | — |
| 208 | — | ISHARES TR | $253,180 | 0.0% | +0% | — |
| 209 | $IVZ | Invesco Ltd. | $253,094 | 0.0% | NEW | — |
| 210 | — | VANGUARD WHITEHALL FDS | $252,067 | 0.0% | -92% | — |
| 211 |  $SCHW | SCHWAB CHARLES CORP | $251,856 | 0.0% | -15% | 77.2 |
| 212 |  $IAU | ISHARES GOLD TRUST | $248,435 | 0.0% | +0% | — |
| 213 | — | J P MORGAN EXCHANGE TRADED F | $247,564 | 0.0% | +0% | — |
| 214 | $IVZ | Invesco Ltd. | $244,698 | 0.0% | -23% | — |
| 215 | — | ISHARES TR | $243,301 | 0.0% | -0% | — |
| 216 | — | SCHWAB STRATEGIC TR | $241,841 | 0.0% | -98% | — |
| 217 | — | ISHARES INC | $237,940 | 0.0% | -16% | — |
| 218 | — | VANGUARD SCOTTSDALE FDS | $236,601 | 0.0% | -3% | — |
| 219 |  $MSTR | Strategy Inc | $235,622 | 0.0% | +0% | 25.4 |
| 220 |  $FXE | Invesco CurrencyShares Euro Trust | $232,371 | 0.0% | +0% | — |
| 221 | — | VANGUARD WORLD FD | $231,199 | 0.0% | +0% | — |
| 222 | — | VANGUARD INDEX FDS | $230,909 | 0.0% | +0% | — |
| 223 | — | AMERICAN BEACON SELECT FUNDS | $225,301 | 0.0% | NEW | — |
| 224 | — | VANGUARD SCOTTSDALE FDS | $224,553 | 0.0% | +4% | — |
| 225 | — | VANGUARD WORLD FD | $220,043 | 0.0% | -6% | — |
| 226 |  $LH | LABCORP HOLDINGS INC. | $219,585 | 0.0% | +0% | 54.8 |
| 227 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $215,028 | 0.0% | +0% | — |
| 228 | — | SELECT SECTOR SPDR TR | $213,383 | 0.0% | +12% | — |
| 229 |  $NVS | NOVARTIS AG | $212,323 | 0.0% | NEW | — |
| 230 |  $LMT | LOCKHEED MARTIN CORP | $209,723 | 0.0% | NEW | 65 |
| 231 | — | SCHWAB STRATEGIC TR | $204,400 | 0.0% | -98% | — |
| 232 |  $AZO | AUTOZONE INC | $202,667 | 0.0% | +0% | 66.5 |
New Positions (4)
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