Werba Rubin Papier Wealth Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1971029
Institutional-grade research for retail investors
13F Reported Value
ⓘ$718.1M
Holdings
278
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Werba Rubin Papier Wealth Management disclosed 278 positions worth $718.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 50 new positions and exited 18 — including a new stake in $AAPL and a full exit from $DASH. The portfolio is most concentrated in Other (76.2% of disclosed assets). All figures are sourced directly from Werba Rubin Papier Wealth Management’s Form 13F-HR filing with the SEC under CIK 1971029.
AI Fund Analysis
ConcentratingVANGUARD BD INDEX FDS
4.2% weight
Held 6 quarters
$NVDA3.3% weight
Held 6 quarters
VANGUARD INDEX FDS
3.1% weight
Held 6 quarters
VANGUARD INDEX FDS
2.8% weight
Held 6 quarters
ISHARES TR
2.3% weight
Held 6 quarters
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD WHITEHALL FDS
6 quarters accumulating
DIMENSIONAL ETF TRUST
6 quarters accumulating
VANGUARD INTL EQUITY INDEX
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
AMERICAN CENTY ETF TR
—Quality
$81.5M733,306 shAMERICAN CENTY ETF TR
—Quality
$70.8M835,062 shAMERICAN CENTY ETF TR
—Quality
$47.8M432,808 shAMERICAN CENTY ETF TR
—Quality
$32.7M327,494 sh- 76.1
Quality
$30.4M119,898 sh VANGUARD BD INDEX FDS
—Quality
$29.9M406,443 sh- 90.2
Quality
$23.3M133,862 sh VANGUARD INDEX FDS
—Quality
$22.3M113,750 shVANGUARD INDEX FDS
—Quality
$19.9M45,496 shISHARES TR
—Quality
$16.5M172,554 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AMERICAN CENTY ETF TR | — | $81.5M | 733,306 |
| AMERICAN CENTY ETF TR | — | $70.8M | 835,062 |
| AMERICAN CENTY ETF TR | — | $47.8M | 432,808 |
| AMERICAN CENTY ETF TR | — | $32.7M | 327,494 |
 Apple Inc.$AAPL | 76.1 | $30.4M | 119,898 |
| VANGUARD BD INDEX FDS | — | $29.9M | 406,443 |
| NVIDIA CORP$NVDA | 90.2 | $23.3M | 133,862 |
| VANGUARD INDEX FDS | — | $22.3M | 113,750 |
| VANGUARD INDEX FDS | — | $19.9M | 45,496 |
| ISHARES TR | — | $16.5M | 172,554 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Werba Rubin Papier Wealth Management's 278 positions.
Showing top 10 of 278 holdings.
Sector Allocation
Other
$547.0M
Technology
$92.7M
Financials
$26.7M
Healthcare
$12.3M
Consumer Discretionary
$11.7M
Industrials
$11.5M
Energy
$6.4M
Communication Services
$3.0M
Full Holdings — Werba Rubin Papier Wealth Management (Q1 2026)
All 278 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 | — | AMERICAN CENTY ETF TR | $81.5M | 11.3% | +4567% | — |
| 2 | — | AMERICAN CENTY ETF TR | $70.8M | 9.9% | +5215% | — |
| 3 | — | AMERICAN CENTY ETF TR | $47.8M | 6.7% | +2655% | — |
| 4 | — | AMERICAN CENTY ETF TR | $32.7M | 4.5% | +1984% | — |
| 5 | $AAPL | Apple Inc. | $30.4M | 4.2% | NEW | 76.1 |
| 6 | — | VANGUARD BD INDEX FDS | $29.9M | 4.2% | +13% | — |
| 7 | $NVDA | NVIDIA CORP | $23.3M | 3.3% | +0% | 90.2 |
| 8 | — | VANGUARD INDEX FDS | $22.3M | 3.1% | +4% | — |
| 9 | — | VANGUARD INDEX FDS | $19.9M | 2.8% | +5% | — |
| 10 | — | ISHARES TR | $16.5M | 2.3% | +21% | — |
| 11 | — | AMERICAN CENTY ETF TR | $15.9M | 2.2% | +1157% | — |
| 12 | — | SCHWAB STRATEGIC TR | $15.0M | 2.1% | -1% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $12.7M | 1.8% | -1% | — |
| 14 | — | DIMENSIONAL ETF TRUST | $12.4M | 1.7% | +17% | — |
| 15 | — | AMERICAN CENTY ETF TR | $9.5M | 1.3% | +1187% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $9.0M | 1.3% | -1% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $8.6M | 1.2% | +15% | — |
| 18 | — | CAPITAL GRP FIXED INCM ETF T | $7.5M | 1.0% | -5% | — |
| 19 | — | VANGUARD INDEX FDS | $6.2M | 0.9% | +7% | — |
| 20 | — | SCHWAB STRATEGIC TR | $6.0M | 0.8% | +3% | — |
| 21 | — | VANGUARD WHITEHALL FDS | $5.9M | 0.8% | +4% | — |
| 22 | — | DIMENSIONAL ETF TRUST | $5.4M | 0.8% | +3% | — |
| 23 |  $PRCT | PROCEPT BioRobotics Corp | $5.3M | 0.7% | +0% | 34.8 |
| 24 | — | AMERICAN CENTY ETF TR | $5.1M | 0.7% | +303% | — |
| 25 | — | VANGUARD MALVERN FDS | $5.1M | 0.7% | +637% | — |
| 26 |  $MSFT | MICROSOFT CORP | $5.0M | 0.7% | +8% | 83.7 |
| 27 |  $GOOGL | Alphabet Inc. | $4.6M | 0.6% | +8% | 80.2 |
| 28 |  $GOOG | Alphabet Inc. | $4.6M | 0.6% | +7% | 80.2 |
| 29 | — | AMERICAN CENTY ETF TR | $4.3M | 0.6% | +564% | — |
| 30 | — | ISHARES INC | $4.2M | 0.6% | +3% | — |
| 31 |  $AMZN | AMAZON COM INC | $4.1M | 0.6% | NEW | 74.6 |
| 32 | — | DIMENSIONAL ETF TRUST | $4.1M | 0.6% | -2% | — |
| 33 | — | VANGUARD INTL EQUITY INDEX F | $4.0M | 0.6% | +3% | — |
| 34 |  $BITW | Bitwise 10 Crypto Index ETF | $3.9M | 0.5% | NEW | — |
| 35 | — | VANGUARD INDEX FDS | $3.7M | 0.5% | +2% | — |
| 36 |  $META | Meta Platforms, Inc. | $3.5M | 0.5% | +8% | 80.9 |
| 37 | — | AMERICAN CENTY ETF TR | $3.3M | 0.5% | +139% | — |
| 38 | — | VANGUARD INDEX FDS | $3.2M | 0.5% | +8% | — |
| 39 | — | VANGUARD INDEX FDS | $3.1M | 0.4% | +3% | — |
| 40 |  $GLD | SPDR GOLD TRUST | $3.1M | 0.4% | +5% | — |
| 41 |  $SPY | SPDR S&P 500 ETF TRUST | $3.0M | 0.4% | -7% | — |
| 42 | — | DIMENSIONAL ETF TRUST | $2.9M | 0.4% | -1% | — |
| 43 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.8M | 0.4% | NEW | 64.5 |
| 44 | — | VANGUARD INDEX FDS | $2.7M | 0.4% | +5% | — |
| 45 | — | AMERICAN CENTY ETF TR | $2.7M | 0.4% | +129% | — |
| 46 |  $LRCX | LAM RESEARCH CORP | $2.6M | 0.4% | +633% | 82.4 |
| 47 |  $XOM | EXXON MOBIL CORP | $2.6M | 0.4% | +6% | 61.8 |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.5M | 0.3% | +17% | 67 |
| 49 | — | SCHWAB STRATEGIC TR | $2.5M | 0.3% | +5% | — |
| 50 |  $V | VISA INC. | $2.1M | 0.3% | +2% | 83.5 |
| 51 | — | ISHARES TR | $2.1M | 0.3% | -2% | — |
| 52 |  $TSLA | Tesla, Inc. | $2.0M | 0.3% | +9% | 50.1 |
| 53 | — | VANGUARD INDEX FDS | $2.0M | 0.3% | +3% | — |
| 54 |  $MQ | Marqeta, Inc. | $2.0M | 0.3% | +0% | 40.2 |
| 55 | — | DIMENSIONAL ETF TRUST | $2.0M | 0.3% | -1% | — |
| 56 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 0.3% | +15% | 35.6 |
| 57 | — | VANGUARD BD INDEX FDS | $1.9M | 0.3% | +23% | — |
| 58 | — | DIMENSIONAL ETF TRUST | $1.7M | 0.2% | +5% | — |
| 59 | — | DIMENSIONAL ETF TRUST | $1.7M | 0.2% | +16% | — |
| 60 | — | CAPITAL GRP FIXED INCM ETF T | $1.6M | 0.2% | +10% | — |
| 61 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.2% | +4% | — |
| 62 | — | ISHARES TR | $1.5M | 0.2% | +39% | — |
| 63 | — | AMERICAN CENTY ETF TR | $1.5M | 0.2% | +86% | — |
| 64 | — | INVESCO EXCH TRD SLF IDX FD | $1.4M | 0.2% | +0% | — |
| 65 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.2% | -6% | — |
| 66 | — | VANGUARD STAR FDS | $1.3M | 0.2% | +8% | — |
| 67 | — | AMERICAN CENTY ETF TR | $1.3M | 0.2% | +93% | — |
| 68 | — | AMERICAN CENTY ETF TR | $1.3M | 0.2% | +35% | — |
| 69 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.2% | +1% | — |
| 70 | — | ISHARES TR | $1.2M | 0.2% | -0% | — |
| 71 |  $AVGO | Broadcom Inc. | $1.2M | 0.2% | +24% | 86.4 |
| 72 |  $GILD | GILEAD SCIENCES, INC. | $1.2M | 0.2% | +4% | 77.8 |
| 73 | — | ISHARES TR | $1.2M | 0.2% | +0% | — |
| 74 |  $LLY | ELI LILLY & Co | $1.2M | 0.2% | +59% | 89.3 |
| 75 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1.1M | 0.2% | +2% | 74.4 |
| 76 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 77 |  $CVX | CHEVRON CORP | $1.1M | 0.1% | +8% | 54.7 |
| 78 | — | SPDR SERIES TRUST | $1.0M | 0.1% | +18% | — |
| 79 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.1% | +19% | 72.8 |
| 80 |  $IAU | ISHARES GOLD TRUST | $1.0M | 0.1% | +0% | — |
| 81 | — | PUTNAM ETF TRUST | $998,110 | 0.1% | -0% | — |
| 82 |  $MA | Mastercard Inc | $994,342 | 0.1% | +0% | 81.7 |
| 83 |  $WMT | Walmart Inc. | $991,414 | 0.1% | +42% | 63.2 |
| 84 |  $NOW | ServiceNow, Inc. | $958,619 | 0.1% | +7% | 76 |
| 85 | — | DIMENSIONAL ETF TRUST | $946,020 | 0.1% | +1% | — |
| 86 | — | VANECK ETF TRUST | $945,221 | 0.1% | +0% | — |
| 87 | — | DIMENSIONAL ETF TRUST | $939,627 | 0.1% | +26% | — |
| 88 | — | DIMENSIONAL ETF TRUST | $935,926 | 0.1% | +70% | — |
| 89 |  $IVZ | Invesco Ltd. | $932,746 | 0.1% | NEW | — |
| 90 | — | VANGUARD SCOTTSDALE FDS | $923,326 | 0.1% | -1% | — |
| 91 |  $CAT | CATERPILLAR INC | $920,015 | 0.1% | +52% | 67.8 |
| 92 |  $ORCL | ORACLE CORP | $911,541 | 0.1% | +10% | 67.2 |
| 93 |  $CSCO | CISCO SYSTEMS, INC. | $898,639 | 0.1% | +9% | 72.3 |
| 94 |  $SVCO | Silvaco Group, Inc. | $892,646 | 0.1% | -32% | 30.4 |
| 95 |  $NFLX | NETFLIX INC | $882,668 | 0.1% | +14% | 86.7 |
| 96 | — | VANGUARD WORLD FD | $879,485 | 0.1% | -0% | — |
| 97 |  $CRM | Salesforce, Inc. | $876,699 | 0.1% | -8% | 75.2 |
| 98 |  $SNOW | Snowflake Inc. | $867,617 | 0.1% | -20% | 49.6 |
| 99 | — | ISHARES TR | $859,570 | 0.1% | -3% | — |
| 100 | — | VANGUARD INDEX FDS | $847,823 | 0.1% | +7% | — |
| 101 |  $KEYS | Keysight Technologies, Inc. | $839,486 | 0.1% | +3% | 72.3 |
| 102 | — | DIMENSIONAL ETF TRUST | $838,301 | 0.1% | +5% | — |
| 103 |  $ABBV | AbbVie Inc. | $825,166 | 0.1% | +24% | 59.3 |
| 104 |  $T | AT&T INC. | $804,598 | 0.1% | +12% | 71.9 |
| 105 |  $LMT | LOCKHEED MARTIN CORP | $803,348 | 0.1% | +53% | 65 |
| 106 |  $ASML | ASML HOLDING NV | $754,214 | 0.1% | -0% | — |
| 107 | — | SPDR INDEX SHS FDS | $727,938 | 0.1% | +0% | — |
| 108 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | NEW | 64.5 |
| 109 |  $GE | GENERAL ELECTRIC CO | $714,558 | 0.1% | +20% | 74.8 |
| 110 | — | AMERICAN CENTY ETF TR | $714,533 | 0.1% | -37% | — |
| 111 |  $ADI | ANALOG DEVICES INC | $693,766 | 0.1% | NEW | 76.2 |
| 112 | — | VANGUARD INDEX FDS | $692,048 | 0.1% | -4% | — |
| 113 |  $KO | COCA COLA CO | $684,321 | 0.1% | +13% | 74 |
| 114 | — | AMERICAN CENTY ETF TR | $675,583 | 0.1% | -28% | — |
| 115 | — | VANGUARD SCOTTSDALE FDS | $657,532 | 0.1% | +0% | — |
| 116 |  $HPE | Hewlett Packard Enterprise Co | $656,486 | 0.1% | -2% | 52.5 |
| 117 |  $COP | CONOCOPHILLIPS | $650,308 | 0.1% | +25% | 74.8 |
| 118 |  $BAC | BANK OF AMERICA CORP /DE/ | $639,832 | 0.1% | NEW | 68.4 |
| 119 |  $PSA | Public Storage | $639,035 | 0.1% | +1% | 73.9 |
| 120 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $621,180 | 0.1% | +4% | — |
| 121 |  $PLTR | Palantir Technologies Inc. | $621,105 | 0.1% | -5% | 85.8 |
| 122 |  $WDC | WESTERN DIGITAL CORP | $617,002 | 0.1% | +61% | 76.8 |
| 123 |  $MRK | Merck & Co., Inc. | $615,489 | 0.1% | +42% | 70.9 |
| 124 |  $SBUX | STARBUCKS CORP | $611,808 | 0.1% | +4% | 54.6 |
| 125 | — | SCHWAB STRATEGIC TR | $589,026 | 0.1% | +0% | — |
| 126 |  $SNDK | Sandisk Corp | $585,148 | 0.1% | NEW | 88.8 |
| 127 |  $HD | HOME DEPOT, INC. | $576,460 | 0.1% | +11% | 69.2 |
| 128 | — | SCHWAB STRATEGIC TR | $561,762 | 0.1% | +0% | — |
| 129 |  $GS | GOLDMAN SACHS GROUP INC | $555,692 | 0.1% | +9% | — |
| 130 | — | VANGUARD WORLD FD | $548,748 | 0.1% | -26% | — |
| 131 |  $C | CITIGROUP INC | $544,533 | 0.1% | +7% | 54.8 |
| 132 |  $DE | DEERE & CO | $541,277 | 0.1% | +7% | 57.4 |
| 133 | — | ISHARES TR | $529,390 | 0.1% | +0% | — |
| 134 | — | ISHARES TR | $524,881 | 0.1% | +0% | — |
| 135 | — | VANGUARD TAX-MANAGED FDS | $524,822 | 0.1% | +0% | — |
| 136 | — | DIMENSIONAL ETF TRUST | $506,386 | 0.1% | +1% | — |
| 137 |  $A | AGILENT TECHNOLOGIES, INC. | $504,595 | 0.1% | -5% | 64.6 |
| 138 |  $GEV | GE Vernova Inc. | $499,305 | 0.1% | +30% | 70.1 |
| 139 |  $AMAT | APPLIED MATERIALS INC /DE | $494,950 | 0.1% | NEW | 74.8 |
| 140 |  $SIVR | abrdn Silver ETF Trust | $493,823 | 0.1% | NEW | — |
| 141 |  $PG | PROCTER & GAMBLE Co | $484,755 | 0.1% | +9% | 72.9 |
| 142 |  $ALL | ALLSTATE CORP | $478,352 | 0.1% | NEW | 76.6 |
| 143 |  $KLAC | KLA CORP | $474,150 | 0.1% | +11% | 84.4 |
| 144 |  $MS | MORGAN STANLEY | $469,843 | 0.1% | +12% | — |
| 145 | — | GLOBAL X FDS | $466,690 | 0.1% | +0% | — |
| 146 |  $DIS | Walt Disney Co | $458,486 | 0.1% | +6% | 68.9 |
| 147 |  $INTC | INTEL CORP | $454,027 | 0.1% | +71% | 41.5 |
| 148 |  $__PARK_1390777 | Bank of New York Mellon Corp | $452,728 | 0.1% | NEW | 36.7 |
| 149 |  $TJX | TJX COMPANIES INC /DE/ | $450,903 | 0.1% | +20% | 70.7 |
| 150 |  $VZ | VERIZON COMMUNICATIONS INC | $448,178 | 0.1% | +4% | 71.6 |
| 151 | — | SCHWAB STRATEGIC TR | $447,409 | 0.1% | +0% | — |
| 152 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $443,307 | 0.1% | +14% | 60.5 |
| 153 | — | DIMENSIONAL ETF TRUST | $437,288 | 0.1% | -24% | — |
| 154 | — | DIMENSIONAL ETF TRUST | $437,176 | 0.1% | +0% | — |
| 155 |  $PSX | Phillips 66 | $429,983 | 0.1% | +28% | 47.6 |
| 156 | — | SPINNAKER ETF SERIES | $419,052 | 0.1% | +67% | — |
| 157 |  $MPC | Marathon Petroleum Corp | $410,276 | 0.1% | +5% | 50.7 |
| 158 |  $O | REALTY INCOME CORP | $405,301 | 0.1% | +20% | 74.6 |
| 159 |  $HSBC | HSBC HOLDINGS PLC | $404,313 | 0.1% | -0% | — |
| 160 |  $CTAS | CINTAS CORP | $402,649 | 0.1% | +26% | 76.3 |
| 161 |  $HWM | Howmet Aerospace Inc. | $399,849 | 0.1% | +20% | 79.1 |
| 162 | — | VANGUARD INDEX FDS | $395,134 | 0.1% | +0% | — |
| 163 |  $PEP | PEPSICO INC | $389,327 | 0.1% | +32% | 62.7 |
| 164 |  $PRCH | Porch Group, Inc. | $385,094 | 0.1% | +1% | 38.7 |
| 165 | — | VANGUARD WHITEHALL FDS | $383,875 | 0.1% | -96% | — |
| 166 | — | ISHARES TR | $380,589 | 0.1% | +0% | — |
| 167 | — | ISHARES TR | $378,418 | 0.1% | +4% | — |
| 168 | — | ISHARES TR | $378,189 | 0.1% | +0% | — |
| 169 |  $BA | BOEING CO | $371,191 | 0.1% | NEW | 51.8 |
| 170 |  $SCHW | SCHWAB CHARLES CORP | $368,338 | 0.1% | +13% | 77.2 |
| 171 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $368,300 | 0.1% | +2% | 66.5 |
| 172 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $364,498 | 0.1% | NEW | 75.4 |
| 173 |  $CCZ | COMCAST CORP | $361,655 | 0.1% | +25% | 70.4 |
| 174 |  $CMI | CUMMINS INC | $353,020 | 0.1% | +15% | 58.9 |
| 175 | — | SELECT SECTOR SPDR TR | $349,261 | 0.1% | +44% | — |
| 176 |  $UNH | UNITEDHEALTH GROUP INC | $347,714 | 0.1% | +8% | 66.8 |
| 177 |  $ISRG | INTUITIVE SURGICAL INC | $345,743 | 0.1% | +9% | 81.4 |
| 178 |  $WFC | WELLS FARGO & COMPANY/MN | $341,812 | 0.1% | +19% | — |
| 179 |  $MCD | MCDONALDS CORP | $340,299 | 0.1% | +17% | 73.9 |
| 180 |  $DHR | DANAHER CORP /DE/ | $339,958 | 0.1% | +34% | 63.9 |
| 181 | — | ISHARES TR | $335,361 | 0.1% | -32% | — |
| 182 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $331,004 | 0.1% | +0% | — |
| 183 |  $UBS | UBS Group AG | $329,829 | 0.1% | +2% | — |
| 184 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $323,442 | 0.1% | NEW | — |
| 185 | — | VANGUARD SCOTTSDALE FDS | $322,672 | 0.0% | +20% | — |
| 186 |  $TXN | TEXAS INSTRUMENTS INC | $316,901 | 0.0% | NEW | 70.4 |
| 187 | — | DIMENSIONAL ETF TRUST | $316,083 | 0.0% | +28% | — |
| 188 |  $SHEL | Shell plc | $314,900 | 0.0% | +3% | — |
| 189 | — | ISHARES TR | $311,125 | 0.0% | +52% | — |
| 190 |  $ADBE | ADOBE INC. | $309,441 | 0.0% | -26% | 80.4 |
| 191 |  $COF | CAPITAL ONE FINANCIAL CORP | $308,711 | 0.0% | -7% | 71 |
| 192 | — | ISHARES TR | $307,393 | 0.0% | -24% | — |
| 193 |  $CB | Chubb Ltd | $307,365 | 0.0% | +3% | — |
| 194 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $305,475 | 0.0% | +40% | 66.7 |
| 195 | — | SPDR SERIES TRUST | $304,843 | 0.0% | +0% | — |
| 196 |  $PM | Philip Morris International Inc. | $303,319 | 0.0% | +32% | 80.5 |
| 197 | — | ISHARES TR | $302,418 | 0.0% | +0% | — |
| 198 |  $AMD | ADVANCED MICRO DEVICES INC | $299,856 | 0.0% | NEW | 78.8 |
| 199 | — | VANGUARD INTL EQUITY INDEX F | $299,398 | 0.0% | +0% | — |
| 200 |  $BXSL | Blackstone Secured Lending Fund | $294,396 | 0.0% | NEW | — |
| 201 |  $MFG | MIZUHO FINANCIAL GROUP INC | $293,409 | 0.0% | +2% | — |
| 202 | $IVZ | Invesco Ltd. | $291,197 | 0.0% | -23% | — |
| 203 | — | VANGUARD INTL EQUITY INDEX F | $290,600 | 0.0% | +6% | — |
| 204 | — | ISHARES TR | $289,434 | 0.0% | -5% | — |
| 205 |  $HPQ | HP INC | $286,800 | 0.0% | -1% | 58.9 |
| 206 |  $GLW | CORNING INC /NY | $282,433 | 0.0% | NEW | 72.7 |
| 207 |  $DUK | Duke Energy CORP | $279,616 | 0.0% | NEW | 64 |
| 208 | — | VANGUARD WELLINGTON FD | $278,104 | 0.0% | +33% | — |
| 209 |  $ING | ING GROEP NV | $271,409 | 0.0% | +1% | — |
| 210 |  $JCI | Johnson Controls International plc | $270,698 | 0.0% | NEW | — |
| 211 |  $PFE | PFIZER INC | $270,488 | 0.0% | NEW | 69 |
| 212 | — | AMERICAN CENTY ETF TR | $268,469 | 0.0% | -77% | — |
| 213 | — | ISHARES TR | $268,188 | 0.0% | +0% | — |
| 214 |  $AWK | American Water Works Company, Inc. | $265,615 | 0.0% | NEW | 61.7 |
| 215 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $264,214 | 0.0% | NEW | — |
| 216 |  $ULTA | Ulta Beauty, Inc. | $262,400 | 0.0% | -1% | 66.6 |
| 217 |  $STT | STATE STREET CORP | $260,984 | 0.0% | +19% | 61.5 |
| 218 | — | ISHARES TR | $260,227 | 0.0% | -35% | — |
| 219 | — | ISHARES TR | $259,946 | 0.0% | +0% | — |
| 220 |  $GWW | W.W. GRAINGER, INC. | $259,613 | 0.0% | +1% | 69.5 |
| 221 | — | PROSHARES TR | $259,176 | 0.0% | +0% | — |
| 222 |  $ED | CONSOLIDATED EDISON INC | $257,654 | 0.0% | NEW | 71.6 |
| 223 |  $SYY | SYSCO CORP | $257,510 | 0.0% | +17% | 58.4 |
| 224 | — | ISHARES TR | $254,767 | 0.0% | +0% | — |
| 225 |  $KMI | KINDER MORGAN, INC. | $254,745 | 0.0% | +3% | 74.6 |
| 226 |  $FAST | FASTENAL CO | $254,474 | 0.0% | +3% | 73.5 |
| 227 |  $EXC | EXELON CORP | $252,489 | 0.0% | -18% | 63.9 |
| 228 |  $GRMN | GARMIN LTD | $252,435 | 0.0% | -15% | — |
| 229 |  $FDX | FEDEX CORP | $251,032 | 0.0% | NEW | 60.3 |
| 230 |  $WMB | WILLIAMS COMPANIES, INC. | $250,421 | 0.0% | NEW | 72.8 |
| 231 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $249,415 | 0.0% | +0% | 70.8 |
| 232 |  $CL | COLGATE PALMOLIVE CO | $249,260 | 0.0% | NEW | 72.4 |
| 233 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $247,572 | 0.0% | -44% | — |
| 234 |  $USFD | US Foods Holding Corp. | $244,264 | 0.0% | NEW | 60.6 |
| 235 |  $AMGN | AMGEN INC | $242,874 | 0.0% | NEW | 79.5 |
| 236 |  $MO | ALTRIA GROUP, INC. | $241,263 | 0.0% | NEW | 72.1 |
| 237 |  $PLD | Prologis, Inc. | $239,753 | 0.0% | NEW | 67.5 |
| 238 |  $URI | UNITED RENTALS, INC. | $239,706 | 0.0% | -7% | 70.7 |
| 239 |  $TWLO | TWILIO INC | $239,561 | 0.0% | +16% | 59.5 |
| 240 | — | ISHARES INC | $239,093 | 0.0% | +0% | — |
| 241 |  $MU | MICRON TECHNOLOGY INC | $238,573 | 0.0% | NEW | 88.4 |
| 242 |  $MNST | Monster Beverage Corp | $237,596 | 0.0% | -3% | 77 |
| 243 |  $SNA | Snap-on Inc | $229,564 | 0.0% | NEW | 69.3 |
| 244 |  $MMM | 3M CO | $229,237 | 0.0% | -5% | 60.7 |
| 245 |  $INTU | INTUIT INC. | $228,729 | 0.0% | +16% | 82 |
| 246 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $224,930 | 0.0% | NEW | 59.5 |
| 247 |  $HCA | HCA Healthcare, Inc. | $222,906 | 0.0% | NEW | 70.5 |
| 248 | — | AMERICAN CENTY ETF TR | $222,896 | 0.0% | -79% | — |
| 249 | — | ISHARES TR | $222,810 | 0.0% | -20% | — |
| 250 |  $ICE | Intercontinental Exchange, Inc. | $222,710 | 0.0% | +4% | 73.8 |
| 251 |  $ELAN | Elanco Animal Health Inc | $221,137 | 0.0% | -2% | 52.2 |
| 252 |  $WPM | Wheaton Precious Metals Corp. | $220,884 | 0.0% | NEW | — |
| 253 |  $VVV | VALVOLINE INC | $218,482 | 0.0% | NEW | 52.9 |
| 254 |  $TSN | TYSON FOODS, INC. | $218,415 | 0.0% | NEW | 51.9 |
| 255 | — | SCHWAB STRATEGIC TR | $218,381 | 0.0% | -33% | — |
| 256 |  $ASX | ASE Technology Holding Co., Ltd. | $218,188 | 0.0% | NEW | — |
| 257 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $216,258 | 0.0% | -1% | — |
| 258 |  $ADSK | Autodesk, Inc. | $215,460 | 0.0% | NEW | 76.4 |
| 259 |  $TEL | TE Connectivity plc | $215,102 | 0.0% | -5% | — |
| 260 |  $CASY | CASEYS GENERAL STORES INC | $213,263 | 0.0% | NEW | 59.9 |
| 261 |  $CIEN | CIENA CORP | $212,362 | 0.0% | NEW | 70.7 |
| 262 | — | BITWISE FUNDS TRUST | $211,628 | 0.0% | +0% | — |
| 263 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $210,060 | 0.0% | NEW | 65.9 |
| 264 |  $BMY | BRISTOL MYERS SQUIBB CO | $209,176 | 0.0% | NEW | 70.1 |
| 265 | — | ISHARES TR | $208,748 | 0.0% | -32% | — |
| 266 |  $NEE | NEXTERA ENERGY INC | $208,439 | 0.0% | NEW | 71.7 |
| 267 |  $BLK | BlackRock, Inc. | $207,801 | 0.0% | +4% | 70.3 |
| 268 |  $VLO | VALERO ENERGY CORP/TX | $207,099 | 0.0% | NEW | 51.4 |
| 269 |  $HON | HONEYWELL INTERNATIONAL INC | $206,388 | 0.0% | NEW | 65.7 |
| 270 |  $LIN | LINDE PLC | $204,772 | 0.0% | NEW | — |
| 271 | — | STATE STR SPDR DOW JONES IND | $202,934 | 0.0% | +0% | — |
| 272 |  $CSX | CSX CORP | $200,066 | 0.0% | NEW | 66.4 |
| 273 |  $F | FORD MOTOR CO | $171,602 | 0.0% | -2% | 58.5 |
| 274 |  $NMR | NOMURA HOLDINGS INC | $163,963 | 0.0% | +2% | — |
| 275 |  $SAN | Banco Santander, S.A. | $122,468 | 0.0% | -2% | — |
| 276 |  $RXRX | RECURSION PHARMACEUTICALS, INC. | $114,066 | 0.0% | -2% | 13.6 |
| 277 |  $ENIC | Enel Chile S.A. | $68,316 | 0.0% | +0% | — |
| 278 |  $BB | BLACKBERRY Ltd | $61,764 | 0.0% | +0% | — |
New Positions (50)
$AAPL Apple Inc.$30.4M$AMZN AMAZON COM INC$4.1M$BITW Bitwise 10 Crypto Index ETF$3.9M$BRK.B BERKSHIRE HATHAWAY INC$2.8M$BRK.A BERKSHIRE HATHAWAY INC$718,140$ADI ANALOG DEVICES INC$693,766$BAC BANK OF AMERICA CORP /DE/$639,832$SNDK Sandisk Corp$585,148$AMAT APPLIED MATERIALS INC /DE$494,950$SIVR abrdn Silver ETF Trust$493,823$ALL ALLSTATE CORP$478,352$__PARK_1390777 Bank of New York Mellon Corp$452,728$BA BOEING CO$371,191$AEP AMERICAN ELECTRIC POWER CO INC$364,498$BTC Grayscale Bitcoin Mini Trust ETF$323,442Exited Positions (18)
$DASH DoorDash, Inc.
$WELL WELLTOWER INC.
$QCOM QUALCOMM INC/DE
$MDT Medtronic plc
$APP AppLovin Corp
$SMA SmartStop Self Storage REIT, Inc.
$SHOP SHOPIFY INC.
$SAP SAP SE
$BKNG Booking Holdings Inc.
$PGR PROGRESSIVE CORP/OH/
$ILMN ILLUMINA, INC. VANGUARD ADMIRAL FDS INC
$NVO NOVO NORDISK A S
$EXPE Expedia Group, Inc.
$HOOD Robinhood Markets, Inc.Browse Top Institutional Investors
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