Birchwood Financial Partners, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2110062
Institutional-grade research for retail investors
13F Reported Value
ⓘ$103.7M
Holdings
348
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Birchwood Financial Partners, Inc. disclosed 348 positions worth $103.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 19 new positions and exited 24 and a full exit from $BDX. The portfolio is most concentrated in Other (68.4% of disclosed assets). All figures are sourced directly from Birchwood Financial Partners, Inc.’s Form 13F-HR filing with the SEC under CIK 2110062.
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES ESG AWARE MSCI USA ETF
—Quality
$6.7M47,593 shSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
—Quality
$5.0M102,010 shPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
—Quality
$4.7M50,727 shISHARES ESG AWARE MSCI USA SMALL-CAP ETF
—Quality
$4.7M99,013 sh- 76.1
Quality
$4.5M17,919 sh VANGUARD S&P 500 ETF
—Quality
$4.0M6,677 sh- 64.7
Quality
$3.4M39,685 sh HARBOR LONG-TERM GROWERS ETF
—Quality
$3.3M120,285 shSCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
—Quality
$3.0M77,333 shVANGUARD FTSE DEVELOPED MARKETS ETF
—Quality
$2.8M44,393 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF | — | $6.7M | 47,593 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | — | $5.0M | 102,010 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | — | $4.7M | 50,727 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | — | $4.7M | 99,013 |
 Apple Inc.$AAPL | 76.1 | $4.5M | 17,919 |
| VANGUARD S&P 500 ETF | — | $4.0M | 6,677 |
 DONALDSON Co INC$DCI | 64.7 | $3.4M | 39,685 |
| HARBOR LONG-TERM GROWERS ETF | — | $3.3M | 120,285 |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | — | $3.0M | 77,333 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | — | $2.8M | 44,393 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Birchwood Financial Partners, Inc.'s 348 positions.
Showing top 10 of 348 holdings.
Sector Allocation
Other
$71.0M
Technology
$10.1M
Industrials
$6.4M
Financials
$6.0M
Healthcare
$4.3M
Consumer Discretionary
$2.4M
Utilities
$1.1M
Consumer Staples
$888,047
Full Holdings — Birchwood Financial Partners, Inc. (Q1 2026)
All 348 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 ESG AWARE MSCI USA ETF | $6.7M | 6.5% | -1% | — |
| 2 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $5.0M | 4.8% | +2% | — |
| 3 | — | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $4.7M | 4.5% | +13% | — |
| 4 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $4.7M | 4.5% | +79% | — |
| 5 | $AAPL | Apple Inc. | $4.5M | 4.4% | -3% | 76.1 |
| 6 | — | VANGUARD S&P 500 ETF | $4.0M | 3.9% | +9% | — |
| 7 | $DCI | DONALDSON Co INC | $3.4M | 3.3% | +0% | 64.7 |
| 8 | — | HARBOR LONG-TERM GROWERS ETF | $3.3M | 3.2% | +5% | — |
| 9 | — | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.0M | 2.9% | +2% | — |
| 10 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.8M | 2.7% | +5% | — |
| 11 |  $MSFT | MICROSOFT CORP | $2.8M | 2.6% | +1% | 83.7 |
| 12 | — | VANGUARD EXTENDED MARKET ETF | $2.1M | 2.0% | +12% | — |
| 13 | — | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $1.8M | 1.7% | +0% | — |
| 14 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.7M | 1.6% | -1% | — |
| 15 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 1.6% | +0% | 66.8 |
| 16 | — | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $1.6M | 1.6% | +7% | — |
| 17 | — | SCHWAB US DIVIDEND EQUITY ETF | $1.6M | 1.5% | +10% | — |
| 18 | — | ISHARES ESG AWARE MSCI EAFE ETF | $1.6M | 1.5% | -0% | — |
| 19 | — | ISHARES CORE S&P 500 ETF | $1.6M | 1.5% | -1% | — |
| 20 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.5M | 1.4% | +0% | — |
| 21 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.3M | 1.3% | -1% | — |
| 22 | — | CAPITAL GROUP GROWTH ETF | $1.2M | 1.2% | +12% | — |
| 23 |  $MMM | 3M CO | $1.2M | 1.1% | +0% | 60.7 |
| 24 | — | SCHWAB U.S. LARGE-CAP ETF | $1.1M | 1.0% | +0% | — |
| 25 | — | CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $1.0M | 1.0% | +34% | — |
| 26 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $925,840 | 0.9% | +0% | 59.8 |
| 27 | — | CAPITAL GROUP DIVIDEND VALUE ETF | $902,284 | 0.9% | +10% | — |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $854,893 | 0.8% | +0% | 64.5 |
| 29 | — | CAPITAL GROUP CORE BOND ETF | $799,030 | 0.8% | +11% | — |
| 30 | — | JPMORGAN INCOME ETF | $766,549 | 0.7% | +1% | — |
| 31 | — | SCHWAB U.S. LARGE-CAP VALUE ETF | $764,911 | 0.7% | +0% | — |
| 32 |  $XEL | XCEL ENERGY INC | $734,979 | 0.7% | +2% | — |
| 33 | — | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $712,865 | 0.7% | +0% | — |
| 34 |  $FAST | FASTENAL CO | $686,557 | 0.7% | -0% | 73.5 |
| 35 | — | VANGUARD ESG U.S. STOCK ETF | $664,469 | 0.6% | +25% | — |
| 36 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $654,426 | 0.6% | +0% | — |
| 37 |  $HD | HOME DEPOT, INC. | $639,146 | 0.6% | +17% | 69.2 |
| 38 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $634,798 | 0.6% | +8% | — |
| 39 | — | ISHARES ESG MSCI KLD 400 ETF | $617,182 | 0.6% | +19% | — |
| 40 | — | SCHWAB U.S. SMALL-CAP ETF | $608,485 | 0.6% | +3% | — |
| 41 | — | NUVEEN ESG LARGE-CAP GROWTH ETF | $601,466 | 0.6% | +54% | — |
| 42 |  $XOM | EXXON MOBIL CORP | $579,455 | 0.6% | +0% | 61.8 |
| 43 | — | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $572,938 | 0.6% | +24% | — |
| 44 |  $WFC | WELLS FARGO & COMPANY/MN | $567,221 | 0.6% | -1% | — |
| 45 |  $META | Meta Platforms, Inc. | $551,057 | 0.5% | +0% | 80.9 |
| 46 |  $LRCX | LAM RESEARCH CORP | $535,859 | 0.5% | -7% | 82.4 |
| 47 | — | DAVIS SELECT INTERNATIONAL ETF | $529,876 | 0.5% | +0% | — |
| 48 | — | OAKMARK U.S. LARGE CAP ETF | $514,327 | 0.5% | +21% | — |
| 49 |  $JNJ | JOHNSON & JOHNSON | $511,855 | 0.5% | +0% | 72.8 |
| 50 |  $BN | BROOKFIELD Corp /ON/ | $507,008 | 0.5% | +0% | — |
| 51 |  $IVZ | Invesco Ltd. | $500,158 | 0.5% | +1% | — |
| 52 |  $IAU | ISHARES GOLD TRUST | $460,724 | 0.4% | -35% | — |
| 53 |  $GOOGL | Alphabet Inc. | $460,051 | 0.4% | -0% | 80.2 |
| 54 | — | SCHWAB EMERGING MARKETS EQUITY ETF | $457,946 | 0.4% | +0% | — |
| 55 |  $ORCL | ORACLE CORP | $443,978 | 0.4% | +0% | 67.2 |
| 56 | — | SCHWAB INTERNATIONAL EQUITY ETF | $418,807 | 0.4% | +0% | — |
| 57 | — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $396,923 | 0.4% | +0% | — |
| 58 |  $PG | PROCTER & GAMBLE Co | $382,638 | 0.4% | -5% | 72.9 |
| 59 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $380,798 | 0.4% | +0% | 69.5 |
| 60 |  $GOOG | Alphabet Inc. | $373,976 | 0.4% | +0% | 80.2 |
| 61 | — | ISHARES CORE S&P U.S. GROWTH ETF | $373,660 | 0.4% | +0% | — |
| 62 | — | CAPITAL GROUP CORE BALANCED ETF | $370,581 | 0.4% | +123% | — |
| 63 | — | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | $335,786 | 0.3% | +0% | — |
| 64 | — | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $322,439 | 0.3% | NEW | — |
| 65 | — | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $321,358 | 0.3% | -3% | — |
| 66 | — | ISHARES CORE S&P MID-CAP ETF | $311,989 | 0.3% | -1% | — |
| 67 | — | VANGUARD TOTAL STOCK MARKET ETF | $291,052 | 0.3% | +1% | — |
| 68 | — | ISHARES SELECT DIVIDEND ETF | $291,038 | 0.3% | +1% | — |
| 69 |  $GGG | GRACO INC | $283,020 | 0.3% | +0% | 67.2 |
| 70 |  $PEP | PEPSICO INC | $276,907 | 0.3% | -1% | 62.7 |
| 71 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $274,319 | 0.3% | +0% | — |
| 72 | — | ISHARES CORE S&P SMALL CAP ETF | $268,617 | 0.3% | +0% | — |
| 73 |  $USB | US BANCORP DE | $260,712 | 0.3% | +0% | 71.4 |
| 74 | — | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $259,891 | 0.3% | +110% | — |
| 75 | — | VANGUARD ESG INTERNATIONAL STOCK ETF | $255,987 | 0.3% | +70% | — |
| 76 |  $TTC | TORO CO | $255,652 | 0.3% | +0% | 69.5 |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $230,463 | 0.2% | +0% | 67 |
| 78 |  $PHYS | Sprott Physical Gold Trust | $216,007 | 0.2% | NEW | — |
| 79 | — | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $202,152 | 0.2% | +0% | — |
| 80 | — | JPMORGAN DIVERSIFIED RETURN USE EQUITY | $199,940 | 0.2% | +0% | — |
| 81 | — | VANGUARD SMALL-CAP GROWTH ETF | $199,029 | 0.2% | +0% | — |
| 82 | — | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $197,655 | 0.2% | +0% | — |
| 83 | — | ISHARES SHORT DURATION BOND ACTIVE ETF | $197,105 | 0.2% | +0% | — |
| 84 |  $DE | DEERE & CO | $193,648 | 0.2% | -3% | 57.4 |
| 85 |  $MDT | Medtronic plc | $183,871 | 0.2% | +0% | — |
| 86 | — | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $178,358 | 0.2% | -21% | — |
| 87 | — | BNY MELLON INTERNATIONAL EQUITY ETF | $172,121 | 0.2% | +1% | — |
| 88 |  $MA | Mastercard Inc | $171,883 | 0.2% | -3% | 81.7 |
| 89 |  $LLY | ELI LILLY & Co | $168,524 | 0.2% | +0% | 89.3 |
| 90 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $165,871 | 0.2% | +0% | 66.7 |
| 91 |  $FDX | FEDEX CORP | $162,418 | 0.2% | -10% | 60.3 |
| 92 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $160,720 | 0.1% | +0% | — |
| 93 | — | ISHARES CORE S&P US VALUE ETF | $159,462 | 0.1% | +0% | — |
| 94 | — | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $159,343 | 0.1% | +0% | — |
| 95 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $150,449 | 0.1% | -27% | — |
| 96 | — | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $149,881 | 0.1% | NEW | — |
| 97 |  $AMZN | AMAZON COM INC | $146,414 | 0.1% | -6% | 74.6 |
| 98 |  $ECL | ECOLAB INC. | $143,577 | 0.1% | +0% | 64.3 |
| 99 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $140,821 | 0.1% | +154% | — |
| 100 | — | ISHARES RUSSELL 1000 VALUE ETF | $135,307 | 0.1% | -28% | — |
| 101 |  $YUM | YUM BRANDS INC | $135,069 | 0.1% | -2% | 71.7 |
| 102 | — | CAPITAL GROUP CORE EQUITY ETF | $120,935 | 0.1% | +0% | — |
| 103 |  $SOLV | Solventum Corp | $117,409 | 0.1% | +0% | 55.7 |
| 104 |  $UNP | UNION PACIFIC CORP | $116,458 | 0.1% | +0% | 74 |
| 105 |  $SPY | SPDR S&P 500 ETF TRUST | $113,828 | 0.1% | +0% | — |
| 106 | — | DAVIS SELECT U.S. EQUITY ETF | $110,512 | 0.1% | +0% | — |
| 107 |  $INCY | INCYTE CORP | $109,650 | 0.1% | +0% | 81.2 |
| 108 |  $GE | GENERAL ELECTRIC CO | $106,414 | 0.1% | +0% | 74.8 |
| 109 | — | SCHWAB U.S. REIT ETF | $102,164 | 0.1% | +1% | — |
| 110 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $98,325 | 0.1% | +0% | — |
| 111 |  $MCD | MCDONALDS CORP | $97,368 | 0.1% | +0% | 73.9 |
| 112 |  $GIS | GENERAL MILLS INC | $96,391 | 0.1% | +0% | 64.1 |
| 113 |  $SHW | SHERWIN WILLIAMS CO | $93,921 | 0.1% | +0% | 65.3 |
| 114 |  $BAM | Brookfield Asset Management Ltd. | $93,434 | 0.1% | +0% | — |
| 115 | — | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $92,020 | 0.1% | +0% | — |
| 116 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $89,825 | 0.1% | +0% | — |
| 117 | — | EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | $89,358 | 0.1% | +2% | — |
| 118 | — | VANGUARD SMALL CAP VALUE ETF | $88,080 | 0.1% | +0% | — |
| 119 | — | FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $87,516 | 0.1% | +0% | — |
| 120 | — | ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | $85,711 | 0.1% | +107% | — |
| 121 |  $INTC | INTEL CORP | $85,335 | 0.1% | +0% | 41.5 |
| 122 | — | NUVEEN ESG LARGE-CAP VALUE ETF | $84,949 | 0.1% | +0% | — |
| 123 |  $GS | GOLDMAN SACHS GROUP INC | $84,599 | 0.1% | +0% | — |
| 124 | — | ISHARES S&P 500 GROWTH ETF | $84,039 | 0.1% | -2% | — |
| 125 | — | CAPITAL GROUP GLOBAL EQUITY ETF | $83,868 | 0.1% | +0% | — |
| 126 | — | VANGUARD LARGE-CAP ETF | $82,604 | 0.1% | +0% | — |
| 127 |  $GEV | GE Vernova Inc. | $81,180 | 0.1% | +0% | 70.1 |
| 128 | — | NUVEEN ESG U.S. AGGREGATE BOND ETF | $80,223 | 0.1% | +0% | — |
| 129 |  $CRWD | CrowdStrike Holdings, Inc. | $78,472 | 0.1% | +0% | 55 |
| 130 |  $TGT | TARGET CORP | $76,890 | 0.1% | +0% | 53.1 |
| 131 | — | ISHARES MSCI USA QUALITY FACTOR ETF | $76,340 | 0.1% | +0% | — |
| 132 |  $CEG | Constellation Energy Corp | $75,118 | 0.1% | +0% | 62.5 |
| 133 |  $CAT | CATERPILLAR INC | $74,445 | 0.1% | +0% | 67.8 |
| 134 | — | ISHARES MSCI USA MIN VOL FACTOR ETF | $74,099 | 0.1% | -10% | — |
| 135 |  $BAC | BANK OF AMERICA CORP /DE/ | $72,881 | 0.1% | -13% | 68.4 |
| 136 |  $HPI | JOHN HANCOCK PREFERRED INCOME FUND | $72,153 | 0.1% | +2% | — |
| 137 | — | VANGUARD VALUE ETF | $70,793 | 0.1% | +0% | — |
| 138 | $META | Meta Platforms, Inc. | $70,569 | 0.1% | +0% | 80.9 |
| 139 |  $EMR | EMERSON ELECTRIC CO | $70,466 | 0.1% | +0% | 65.9 |
| 140 | — | ISHARES CORE TOTAL USD BOND MARKET ETF | $69,193 | 0.1% | +0% | — |
| 141 | — | ISHARES MSCI EAFE VALUE ETF | $68,356 | 0.1% | +0% | — |
| 142 |  $IDXX | IDEXX LABORATORIES INC /DE | $67,989 | 0.1% | +0% | 73.6 |
| 143 |  $BMO | BANK OF MONTREAL /CAN/ | $63,204 | 0.1% | +0% | — |
| 144 | — | DIMENSIONAL U.S. EQUITY MARKET ETF | $61,054 | 0.1% | +0% | — |
| 145 | — | ISHARES S&P MID-CAP 400 VALUE ETF | $60,944 | 0.1% | +0% | — |
| 146 |  $V | VISA INC. | $60,478 | 0.1% | +0% | 83.5 |
| 147 |  $COF | CAPITAL ONE FINANCIAL CORP | $60,202 | 0.1% | +0% | 71 |
| 148 |  $STX | Seagate Technology Holdings plc | $58,764 | 0.1% | +0% | — |
| 149 | — | ISHARES CORE MSCI EAFE ETF | $58,400 | 0.1% | +0% | — |
| 150 |  $BMY | BRISTOL MYERS SQUIBB CO | $56,422 | 0.1% | +0% | 70.1 |
| 151 |  $PLTR | Palantir Technologies Inc. | $56,318 | 0.1% | +0% | 85.8 |
| 152 |  $WMT | Walmart Inc. | $56,299 | 0.1% | +0% | 63.2 |
| 153 |  $WEC | WEC ENERGY GROUP, INC. | $53,887 | 0.1% | +0% | 67 |
| 154 |  $GAM | GENERAL AMERICAN INVESTORS CO INC | $53,675 | 0.1% | +0% | — |
| 155 |  $GWW | W.W. GRAINGER, INC. | $53,484 | 0.1% | -2% | 69.5 |
| 156 | — | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $53,220 | 0.1% | +0% | — |
| 157 |  $KO | COCA COLA CO | $53,159 | 0.1% | -10% | 74 |
| 158 |  $ORLY | O REILLY AUTOMOTIVE INC | $52,617 | 0.1% | +0% | 72.7 |
| 159 |  $CVX | CHEVRON CORP | $52,319 | 0.1% | -11% | 54.7 |
| 160 |  $ALL | ALLSTATE CORP | $51,835 | 0.1% | +0% | 76.6 |
| 161 |  $STT | STATE STREET CORP | $51,378 | 0.1% | +1% | 61.5 |
| 162 | — | VANGUARD ESG U.S. CORPORATE BOND ETF | $51,206 | 0.1% | +0% | — |
| 163 | — | VANGUARD TAX-EXEMPT BOND ETF | $50,888 | 0.1% | +0% | — |
| 164 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $50,638 | 0.1% | +1% | — |
| 165 | — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $49,760 | 0.1% | +17% | — |
| 166 | — | HARBOR COMMODITY ALL-WEATHER STRATEGY ETF | $49,275 | 0.1% | NEW | — |
| 167 |  $CSCO | CISCO SYSTEMS, INC. | $49,270 | 0.1% | +0% | 72.3 |
| 168 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $48,522 | 0.1% | -7% | — |
| 169 |  $JPM | JPMORGAN CHASE & CO | $46,493 | 0.0% | +0% | 35.6 |
| 170 | — | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $46,050 | 0.0% | +56% | — |
| 171 | — | VANGUARD GROWTH ETF | $45,863 | 0.0% | +0% | — |
| 172 | — | VANECK PHARMACEUTICAL ETF | $45,557 | 0.0% | +0% | — |
| 173 |  $SPGI | S&P Global Inc. | $45,511 | 0.0% | +0% | 79.4 |
| 174 |  $DIS | Walt Disney Co | $45,357 | 0.0% | +0% | 68.9 |
| 175 | — | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $44,676 | 0.0% | +0% | — |
| 176 |  $NVDA | NVIDIA CORP | $44,646 | 0.0% | -20% | 90.2 |
| 177 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $44,431 | 0.0% | +0% | — |
| 178 |  $OTTR | Otter Tail Corp | $43,885 | 0.0% | +0% | 55.2 |
| 179 | — | VANGUARD TOTAL BOND MARKET ETF | $43,299 | 0.0% | -26% | — |
| 180 | — | DAVIS SELECT WORLDWIDE ETF | $43,153 | 0.0% | +0% | — |
| 181 |  $HON | HONEYWELL INTERNATIONAL INC | $42,946 | 0.0% | +0% | 65.7 |
| 182 |  $PFE | PFIZER INC | $42,538 | 0.0% | +0% | 69 |
| 183 | — | ISHARES 0-5 YEAR TIPS BOND ETF | $42,510 | 0.0% | +0% | — |
| 184 |  $T | AT&T INC. | $42,219 | 0.0% | +11% | 71.9 |
| 185 |  $NU | Nu Holdings Ltd. | $42,041 | 0.0% | NEW | — |
| 186 | — | ISHARES U.S. TREASURY BOND ETF | $41,857 | 0.0% | +4% | — |
| 187 |  $AXP | AMERICAN EXPRESS CO | $40,365 | 0.0% | +0% | 73.2 |
| 188 |  $TJX | TJX COMPANIES INC /DE/ | $39,925 | 0.0% | +0% | 70.7 |
| 189 | — | FIRST EAGLE OVERSEAS EQUITY ETF | $39,611 | 0.0% | NEW | — |
| 190 |  $EXC | EXELON CORP | $39,565 | 0.0% | +0% | 63.9 |
| 191 | — | VANGUARD S&P 500 GROWTH ETF | $39,546 | 0.0% | +0% | — |
| 192 |  $NOTV | Inotiv, Inc. | $38,971 | 0.0% | +0% | 29.3 |
| 193 |  $MS | MORGAN STANLEY | $38,839 | 0.0% | +0% | — |
| 194 | — | ISHARES MSCI EAFE GROWTH ETF | $36,768 | 0.0% | -35% | — |
| 195 |  $WCN | Waste Connections, Inc. | $36,549 | 0.0% | +0% | — |
| 196 | — | ISHARES S&P 500 VALUE ETF | $35,543 | 0.0% | +0% | — |
| 197 | — | VANGUARD S&P SMALL-CAP 600 VALUE ETF | $35,406 | 0.0% | +0% | — |
| 198 | — | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $35,399 | 0.0% | +0% | — |
| 199 |  $AFL | AFLAC INC | $35,343 | 0.0% | +0% | 60.3 |
| 200 |  $MCK | MCKESSON CORP | $34,614 | 0.0% | +0% | 63.7 |
| 201 |  $ISRG | INTUITIVE SURGICAL INC | $34,574 | 0.0% | +0% | 81.4 |
| 202 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $34,342 | 0.0% | +0% | 65.9 |
| 203 | — | VANGUARD S&P 500 VALUE ETF | $34,033 | 0.0% | +0% | — |
| 204 |  $DHR | DANAHER CORP /DE/ | $33,370 | 0.0% | -1% | 63.9 |
| 205 |  $SYK | STRYKER CORP | $32,938 | 0.0% | +0% | 69.8 |
| 206 | — | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | $32,360 | 0.0% | +0% | — |
| 207 | — | AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF | $31,844 | 0.0% | NEW | — |
| 208 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $31,756 | 0.0% | +0% | 75.1 |
| 209 | — | CAPITAL GROUP SHORT DURATION INCOME ETF | $31,361 | 0.0% | +0% | — |
| 210 | — | VANGUARD MID-CAP ETF | $29,867 | 0.0% | +0% | — |
| 211 |  $CMI | CUMMINS INC | $29,814 | 0.0% | +0% | 58.9 |
| 212 | — | FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $28,850 | 0.0% | +0% | — |
| 213 |  $NVT | nVent Electric plc | $28,623 | 0.0% | -38% | — |
| 214 | — | FLEXSHARES ULTRA-SHORT INCOME FUND | $28,278 | 0.0% | -50% | — |
| 215 |  $BUD | Anheuser-Busch InBev SA/NV | $27,956 | 0.0% | +0% | — |
| 216 |  $VMC | Vulcan Materials CO | $27,230 | 0.0% | +0% | 66.6 |
| 217 | — | ISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $26,420 | 0.0% | +0% | — |
| 218 |  $VALE | Vale S.A. | $25,774 | 0.0% | +0% | — |
| 219 |  $IBIT | iShares Bitcoin Trust ETF | $25,588 | 0.0% | +0% | — |
| 220 | — | FIDELITY DIVIDEND ETF FOR RISING RATES | $25,374 | 0.0% | +1% | — |
| 221 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $24,577 | 0.0% | +0% | 63.7 |
| 222 |  $OGE | OGE ENERGY CORP. | $23,980 | 0.0% | +0% | 57.8 |
| 223 |  $QCOM | QUALCOMM INC/DE | $23,096 | 0.0% | +0% | 81.9 |
| 224 |  $ADI | ANALOG DEVICES INC | $22,906 | 0.0% | +0% | 76.2 |
| 225 | — | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $22,456 | 0.0% | +0% | — |
| 226 | — | ISHARES RUSSELL 2000 VALUE ETF | $21,875 | 0.0% | +0% | — |
| 227 |  $MCO | MOODYS CORP /DE/ | $21,813 | 0.0% | +0% | 81.3 |
| 228 | — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $21,767 | 0.0% | +0% | — |
| 229 |  $INTU | INTUIT INC. | $21,619 | 0.0% | +0% | 82 |
| 230 |  $ENB | ENBRIDGE INC | $20,898 | 0.0% | +0% | — |
| 231 |  $HEI | HEICO CORP | $20,839 | 0.0% | -23% | 79.2 |
| 232 | — | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $20,711 | 0.0% | NEW | — |
| 233 | — | VANGUARD SHORT-TERM TREASURY ETF | $20,489 | 0.0% | -50% | — |
| 234 | — | ISHARES S&P 100 ETF | $20,038 | 0.0% | +0% | — |
| 235 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $19,994 | 0.0% | NEW | — |
| 236 |  $JCI | Johnson Controls International plc | $19,773 | 0.0% | +0% | — |
| 237 |  $CRM | Salesforce, Inc. | $19,227 | 0.0% | -1% | 75.2 |
| 238 |  $EBAY | EBAY INC | $19,205 | 0.0% | -12% | 69.3 |
| 239 |  $PPL | PPL Corp | $19,100 | 0.0% | +0% | 70.3 |
| 240 | — | ARK GENOMIC REVOLUTION ETF | $18,595 | 0.0% | -2% | — |
| 241 | — | ISHARES MBS ETF | $17,661 | 0.0% | -52% | — |
| 242 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $17,495 | 0.0% | +0% | — |
| 243 |  $NEM | NEWMONT Corp /DE/ | $16,995 | 0.0% | +0% | 88.3 |
| 244 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $16,950 | 0.0% | +0% | — |
| 245 |  $TYL | TYLER TECHNOLOGIES INC | $16,092 | 0.0% | +34% | 69.3 |
| 246 | — | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $16,088 | 0.0% | +0% | — |
| 247 |  $GSK | GSK plc | $15,674 | 0.0% | +0% | — |
| 248 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $14,552 | 0.0% | +0% | — |
| 249 |  $AMGN | AMGEN INC | $14,535 | 0.0% | +0% | 79.5 |
| 250 | — | FIRST EAGLE GLOBAL EQUITY ETF | $14,429 | 0.0% | NEW | — |
| 251 |  $D | DOMINION ENERGY, INC | $14,342 | 0.0% | +0% | 74.9 |
| 252 |  $SNPS | SYNOPSYS INC | $14,273 | 0.0% | +0% | 63.1 |
| 253 |  $ETR | ENTERGY CORP /DE/ | $13,933 | 0.0% | +0% | 65.1 |
| 254 |  $MVIS | MICROVISION, INC. | $13,786 | 0.0% | +0% | 4.9 |
| 255 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $13,484 | 0.0% | +0% | 46.3 |
| 256 |  $TD | TORONTO DOMINION BANK | $13,437 | 0.0% | +0% | — |
| 257 |  $RBA | RB GLOBAL INC. | $13,323 | 0.0% | -1% | — |
| 258 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $13,227 | 0.0% | +0% | 75.4 |
| 259 |  $NOW | ServiceNow, Inc. | $13,173 | 0.0% | +20% | 76 |
| 260 |  $FIVE | FIVE BELOW, INC | $12,795 | 0.0% | -2% | 66.1 |
| 261 |  $TSLA | Tesla, Inc. | $12,640 | 0.0% | +0% | 50.1 |
| 262 | — | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $12,559 | 0.0% | +0% | — |
| 263 |  $BIP | Brookfield Infrastructure Partners L.P. | $12,028 | 0.0% | +0% | — |
| 264 |  $MEDP | Medpace Holdings, Inc. | $12,005 | 0.0% | +0% | 77.4 |
| 265 |  $VEEV | VEEVA SYSTEMS INC | $11,945 | 0.0% | -1% | 77.8 |
| 266 |  $ENSG | ENSIGN GROUP, INC | $11,687 | 0.0% | +0% | 68 |
| 267 |  $NFLX | NETFLIX INC | $11,538 | 0.0% | +0% | 86.7 |
| 268 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $11,529 | 0.0% | +0% | 66.8 |
| 269 | — | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $11,429 | 0.0% | -11% | — |
| 270 |  $PIPR | PIPER SANDLER COMPANIES | $11,329 | 0.0% | +300% | 64.4 |
| 271 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $10,717 | 0.0% | -6% | — |
| 272 |  $ROL | ROLLINS INC | $10,682 | 0.0% | +0% | 73.2 |
| 273 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $10,483 | 0.0% | +0% | — |
| 274 |  $VRSK | Verisk Analytics, Inc. | $10,247 | 0.0% | +0% | 77.3 |
| 275 |  $DUK | Duke Energy CORP | $10,172 | 0.0% | +0% | 64 |
| 276 |  $CTAS | CINTAS CORP | $10,148 | 0.0% | +0% | 76.3 |
| 277 | — | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $9,653 | 0.0% | -50% | — |
| 278 | — | CAMBRIA GLOBAL ASSET ALLOCATION ETF | $9,099 | 0.0% | +0% | — |
| 279 | — | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $9,090 | 0.0% | -50% | — |
| 280 | — | DIMENSIONAL U.S. SMALL CAP ETF | $8,962 | 0.0% | +0% | — |
| 281 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,805 | 0.0% | +1% | — |
| 282 |  $CSGP | COSTAR GROUP, INC. | $8,754 | 0.0% | -1% | 49.5 |
| 283 | — | ISHARES U.S. TECHNOLOGY ETF | $8,708 | 0.0% | -52% | — |
| 284 | — | ISHARES CORE HIGH DIVIDEND ETF | $8,607 | 0.0% | +0% | — |
| 285 |  $FICO | FAIR ISAAC CORP | $8,540 | 0.0% | +0% | 75.6 |
| 286 |  $LIN | LINDE PLC | $8,428 | 0.0% | NEW | — |
| 287 | $IVZ | Invesco Ltd. | $8,427 | 0.0% | NEW | — |
| 288 | — | ISHARES 20 YEAR TREASURY BOND ETF | $8,322 | 0.0% | +0% | — |
| 289 |  $PRVA | Privia Health Group, Inc. | $8,269 | 0.0% | +0% | 49.4 |
| 290 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $7,966 | 0.0% | +0% | 64.9 |
| 291 |  $ODD | Oddity Tech Ltd | $7,934 | 0.0% | +0% | — |
| 292 | — | OAKMARK GLOBAL LARGE CAP ETF | $7,884 | 0.0% | NEW | — |
| 293 |  $SBUX | STARBUCKS CORP | $7,794 | 0.0% | -1% | 54.6 |
| 294 |  $WSO | WATSCO INC | $7,640 | 0.0% | NEW | 58.9 |
| 295 |  $KNSL | Kinsale Capital Group, Inc. | $7,517 | 0.0% | -4% | 79.6 |
| 296 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF | $7,478 | 0.0% | +0% | — |
| 297 | — | ARK INNOVATION ETF | $7,416 | 0.0% | -7% | — |
| 298 |  $PNR | PENTAIR plc | $7,317 | 0.0% | +0% | — |
| 299 |  $KAI | KADANT INC | $7,309 | 0.0% | NEW | 57.3 |
| 300 | — | SPDR SER TR S&P DIVID ETF | $7,290 | 0.0% | +0% | — |
| 301 |  $MSI | Motorola Solutions, Inc. | $6,944 | 0.0% | +0% | 73.8 |
| 302 | — | GRAYSCALE BITCOIN COVERED CALL ETF | $6,513 | 0.0% | +14% | — |
| 303 |  $SAP | SAP SE | $6,335 | 0.0% | +0% | — |
| 304 |  $PYPL | PayPal Holdings, Inc. | $5,684 | 0.0% | +1% | 70.5 |
| 305 |  $GEHC | GE HealthCare Technologies Inc. | $5,552 | 0.0% | -37% | 58.2 |
| 306 | — | VANGUARD RUSSELL 2000 ETF | $5,409 | 0.0% | +0% | — |
| 307 |  $GWRE | Guidewire Software, Inc. | $5,384 | 0.0% | -3% | 66.2 |
| 308 |  $CLFD | Clearfield, Inc. | $5,294 | 0.0% | +0% | 43.8 |
| 309 |  $YUMC | Yum China Holdings, Inc. | $5,161 | 0.0% | -11% | 65.2 |
| 310 | — | ISHARES MSCI EAFE ETF | $5,148 | 0.0% | +0% | — |
| 311 |  $FRPT | Freshpet, Inc. | $4,894 | 0.0% | -1% | 65.1 |
| 312 |  $SYF | Synchrony Financial | $4,515 | 0.0% | +0% | — |
| 313 |  $CCZ | COMCAST CORP | $4,134 | 0.0% | +0% | 70.4 |
| 314 |  $EHC | Encompass Health Corp | $3,869 | 0.0% | +0% | 68.9 |
| 315 |  $FND | Floor & Decor Holdings, Inc. | $3,708 | 0.0% | -1% | 53.4 |
| 316 |  $SOLS | Solstice Advanced Materials Inc. | $3,580 | 0.0% | +0% | — |
| 317 |  $HLN | Haleon plc | $3,554 | 0.0% | +0% | — |
| 318 |  $GLOB | Globant S.A. | $3,550 | 0.0% | -1% | — |
| 319 | — | SCHWAB U.S. BROAD MARKET ETF | $3,492 | 0.0% | -87% | — |
| 320 | — | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $3,288 | 0.0% | -50% | — |
| 321 |  $ECHO | EchoStar CORP | $3,278 | 0.0% | +0% | 29.5 |
| 322 |  $CI | Cigna Group | $3,201 | 0.0% | NEW | 66.8 |
| 323 |  $TECK | TECK RESOURCES LTD | $3,157 | 0.0% | +0% | — |
| 324 |  $SWK | STANLEY BLACK & DECKER, INC. | $3,127 | 0.0% | +0% | 52.4 |
| 325 | — | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $3,017 | 0.0% | +0% | — |
| 326 |  $TRV | TRAVELERS COMPANIES, INC. | $2,917 | 0.0% | +0% | 71.5 |
| 327 |  $A | AGILENT TECHNOLOGIES, INC. | $2,736 | 0.0% | -33% | 64.6 |
| 328 |  $VTRS | Viatris Inc | $2,526 | 0.0% | +0% | 47.1 |
| 329 | — | VANGUARD FTSE EMERGING MARKETS ETF | $2,378 | 0.0% | +0% | — |
| 330 |  $PCTY | Paylocity Holding Corp | $2,377 | 0.0% | -4% | 72.7 |
| 331 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $2,253 | 0.0% | +0% | 70.8 |
| 332 |  $HPQ | HP INC | $2,175 | 0.0% | +1% | 58.9 |
| 333 |  $INSP | Inspire Medical Systems, Inc. | $2,063 | 0.0% | +0% | 46 |
| 334 |  $NRG | NRG ENERGY, INC. | $1,754 | 0.0% | +0% | 59.5 |
| 335 |  $KD | Kyndryl Holdings, Inc. | $1,574 | 0.0% | +0% | 46 |
| 336 |  $KEY | KEYCORP /NEW/ | $1,457 | 0.0% | +0% | 70.4 |
| 337 |  $BIPC | Brookfield Infrastructure Corp | $1,423 | 0.0% | +0% | — |
| 338 |  $C | CITIGROUP INC | $1,021 | 0.0% | -25% | 54.8 |
| 339 |  $WBD | Warner Bros. Discovery, Inc. | $989 | 0.0% | NEW | 42.1 |
| 340 | — | ARK NEXT GENERATION INTERNET ETF | $844 | 0.0% | -50% | — |
| 341 | — | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $722 | 0.0% | -50% | — |
| 342 |  $USAS | Americas Gold & Silver Corp | $637 | 0.0% | NEW | — |
| 343 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $399 | 0.0% | NEW | — |
| 344 |  $NKE | NIKE, Inc. | $317 | 0.0% | +0% | 53.4 |
| 345 |  $EHAB | Enhabit, Inc. | $282 | 0.0% | +0% | 54.8 |
| 346 |  $GILD | GILEAD SCIENCES, INC. | $279 | 0.0% | +0% | 77.8 |
| 347 |  $VSNT | Versant Media Group, Inc. | $185 | 0.0% | NEW | — |
| 348 |  $BC | BRUNSWICK CORP | $5 | 0.0% | NEW | 39.4 |
New Positions (19)
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF$322,439
$PHYS Sprott Physical Gold Trust$216,007 JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF$149,881
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF$49,275
$NU Nu Holdings Ltd.$42,041 FIRST EAGLE OVERSEAS EQUITY ETF$39,611
AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF$31,844
KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$20,711
VANGUARD HIGH DIVIDEND YIELD INDEX ETF$19,994
FIRST EAGLE GLOBAL EQUITY ETF$14,429
$LIN LINDE PLC$8,428 OAKMARK GLOBAL LARGE CAP ETF$7,884
$WSO WATSCO INC$7,640$KAI KADANT INC$7,309$CI Cigna Group$3,201Exited Positions (24)
$BDX BECTON DICKINSON & CO DAYFORCE INC COM
$LVLU Lulu's Fashion Lounge Holdings, Inc.
$LMT LOCKHEED MARTIN CORP
$PAYC Paycom Software, Inc.
$WK WORKIVA INC ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$ALKT ALKAMI TECHNOLOGY, INC.
$APD Air Products & Chemicals, Inc. ISHARES TIPS BOND ETF
$BCE BCE INC
$AMP AMERIPRISE FINANCIAL INC
$GLD SPDR GOLD TRUST STATE STREET SPDR PORTFOLIO S&P 500 ETF
VANGUARD TOTAL INTERNATIONAL BOND ETF
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