Phillip James Consulting Co.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2111830
Institutional-grade research for retail investors
13F Reported Value
ⓘ$131.9M
Holdings
378
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Phillip James Consulting Co. disclosed 378 positions worth $131.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 305 new positions and exited 22 and a full exit from $PH. The portfolio is most concentrated in Other (85.7% of disclosed assets). All figures are sourced directly from Phillip James Consulting Co.’s Form 13F-HR filing with the SEC under CIK 2111830.
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB SHORT-TERM US TREASURY ETF
—Quality
$10.7M543,605 shVANGUARD SHORT-TERM BOND ETF
—Quality
$8.4M113,554 shSCHWAB US BROAD MARKET ETF
—Quality
$8.3M329,111 shISHARES MSCI EAFE VALUE ETF
—Quality
$7.0M94,262 shSCHWAB US LARGE-CAP VALUE ETF
—Quality
$5.9M192,937 shVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
—Quality
$5.8M40,084 shVANGUARD SMALL-CAP ETF
—Quality
$5.7M21,764 shSCHWAB INTL EQUITY ETF
—Quality
$5.1M206,988 shVANGUARD SMALL-CAP VALUE ETF
—Quality
$5.1M23,570 shVANGUARD TOTAL STOCK MARKET ETF
—Quality
$4.7M14,577 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF | — | $10.7M | 543,605 |
| VANGUARD SHORT-TERM BOND ETF | — | $8.4M | 113,554 |
| SCHWAB US BROAD MARKET ETF | — | $8.3M | 329,111 |
| ISHARES MSCI EAFE VALUE ETF | — | $7.0M | 94,262 |
| SCHWAB US LARGE-CAP VALUE ETF | — | $5.9M | 192,937 |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | — | $5.8M | 40,084 |
| VANGUARD SMALL-CAP ETF | — | $5.7M | 21,764 |
| SCHWAB INTL EQUITY ETF | — | $5.1M | 206,988 |
| VANGUARD SMALL-CAP VALUE ETF | — | $5.1M | 23,570 |
| VANGUARD TOTAL STOCK MARKET ETF | — | $4.7M | 14,577 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Phillip James Consulting Co.'s 378 positions.
Showing top 10 of 378 holdings.
Sector Allocation
Other
$113.0M
Financials
$9.5M
Technology
$4.6M
Healthcare
$2.0M
Consumer Discretionary
$1.3M
Industrials
$535,000
Consumer Staples
$376,000
Materials
$263,000
Full Holdings — Phillip James Consulting Co. (Q1 2026)
All 378 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 | — | SCHWAB SHORT-TERM US TREASURY ETF | $10.7M | 8.1% | NEW | — |
| 2 | — | VANGUARD SHORT-TERM BOND ETF | $8.4M | 6.4% | NEW | — |
| 3 | — | SCHWAB US BROAD MARKET ETF | $8.3M | 6.3% | NEW | — |
| 4 | — | ISHARES MSCI EAFE VALUE ETF | $7.0M | 5.3% | NEW | — |
| 5 | — | SCHWAB US LARGE-CAP VALUE ETF | $5.9M | 4.5% | NEW | — |
| 6 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $5.8M | 4.4% | NEW | — |
| 7 | — | VANGUARD SMALL-CAP ETF | $5.7M | 4.3% | NEW | — |
| 8 | — | SCHWAB INTL EQUITY ETF | $5.1M | 3.9% | NEW | — |
| 9 | — | VANGUARD SMALL-CAP VALUE ETF | $5.1M | 3.9% | NEW | — |
| 10 | — | VANGUARD TOTAL STOCK MARKET ETF | $4.7M | 3.5% | NEW | — |
| 11 | — | SCHWAB US SMALL-CAP ETF | $4.2M | 3.2% | NEW | — |
| 12 | — | SPDR PORTFOLIO SP 500 MOMENTUM ETF | $3.8M | 2.9% | NEW | — |
| 13 |  $WT | WisdomTree, Inc. | $3.0M | 2.3% | NEW | 62.9 |
| 14 | — | VANGUARD VALUE ETF | $2.6M | 2.0% | NEW | — |
| 15 | — | SPDR PORTFOLIO EMERGING MARKETS ETF | $2.5M | 1.9% | NEW | — |
| 16 | — | AVANTIS INTL SMALL CAP VALUE ETF | $2.5M | 1.9% | NEW | — |
| 17 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $2.3M | 1.7% | NEW | — |
| 18 | $WT | WisdomTree, Inc. | $2.1M | 1.6% | NEW | 62.9 |
| 19 | — | SCHWAB INTL SMALL-CAP EQUITY ETF | $2.0M | 1.5% | NEW | — |
| 20 | — | ISHARES SELECT DIVIDEND ETF | $1.8M | 1.4% | NEW | — |
| 21 | — | SCHWAB EMERGING MARKETS EQUITY ETF | $1.7M | 1.3% | NEW | — |
| 22 | — | SPDR SP 600 SMALL CAP VALUE ETF | $1.6M | 1.2% | NEW | — |
| 23 |  $AAPL | Apple Inc. | $1.6M | 1.2% | +2% | 76.1 |
| 24 | — | SPDR PORTFOLIO SP 600 SMALL CAP ETF | $1.6M | 1.2% | NEW | — |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.6M | 1.2% | NEW | 64.5 |
| 26 | — | ISHARES RUSSELL 3000 ETF | $1.3M | 1.0% | NEW | — |
| 27 | — | VANGUARD TOTAL INTL STOCK ETF | $1.2M | 0.9% | NEW | — |
| 28 | — | ISHARES RUSSELL 1000 VALUE ETF | $1.1M | 0.8% | NEW | — |
| 29 | — | VANGUARD FTSE EMERGING MARKETS ETF | $1.0M | 0.8% | NEW | — |
| 30 | — | ISHARES CORE SP SMALL-CAP ETF | $954,000 | 0.7% | NEW | — |
| 31 | — | VANGUARD CONSUMER DISCRETIONARY ETF | $840,000 | 0.6% | NEW | — |
| 32 | — | VANGUARD SP 500 ETF | $795,000 | 0.6% | NEW | — |
| 33 | — | INVESCO BULLETSHARES 2026 CORP BOND ETF | $779,000 | 0.6% | NEW | — |
| 34 |  $META | Meta Platforms, Inc. | $749,000 | 0.6% | NEW | 80.9 |
| 35 | — | INVESCO SP 500 LOW VOLATILITY ETF | $742,000 | 0.6% | NEW | — |
| 36 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,000 | 0.5% | NEW | 64.5 |
| 37 |  $MDT | Medtronic plc | $687,000 | 0.5% | NEW | — |
| 38 | — | VANGUARD HEALTH CARE ETF | $683,000 | 0.5% | NEW | — |
| 39 | — | VANGUARD RUSSELL 1000 VALUE ETF | $682,000 | 0.5% | NEW | — |
| 40 | $WT | WisdomTree, Inc. | $674,000 | 0.5% | NEW | 62.9 |
| 41 | — | INVESCO RAFI DEVELOPED MARKETS EX-US ETF | $661,000 | 0.5% | NEW | — |
| 42 | — | VANGUARD DIVIDEND APPRECIATION ETF | $659,000 | 0.5% | NEW | — |
| 43 | — | VANGUARD GROWTH ETF | $618,000 | 0.5% | NEW | — |
| 44 | — | VANGUARD FINANCIALS ETF | $591,000 | 0.5% | NEW | — |
| 45 | — | SPDR SP INTL SMALL CAP ETF | $519,000 | 0.4% | NEW | — |
| 46 | — | VANGUARD SP SMALL-CAP 600 VALUE ETF | $451,000 | 0.3% | NEW | — |
| 47 | — | ISHARES MSCI EAFE SMALL-CAP ETF | $447,000 | 0.3% | NEW | — |
| 48 |  $UNH | UNITEDHEALTH GROUP INC | $424,000 | 0.3% | +61% | 66.8 |
| 49 |  $MSFT | MICROSOFT CORP | $423,000 | 0.3% | +6% | 83.7 |
| 50 | — | INVESCO BULLETSHARES 2027 CORP BOND ETF | $406,000 | 0.3% | NEW | — |
| 51 | — | SPDR NUVEEN BLOOMBERG SHORT TERM MUNI ETF | $375,000 | 0.3% | NEW | — |
| 52 | $WT | WisdomTree, Inc. | $361,000 | 0.3% | NEW | 62.9 |
| 53 | — | ISHARES MORNINGSTAR SMALL-CAP ETF | $341,000 | 0.3% | NEW | — |
| 54 |  $VEEV | VEEVA SYSTEMS INC | $332,000 | 0.3% | NEW | 77.8 |
| 55 | — | ISHARES CORE SP TOTAL US STOCK MARKET ETF | $306,000 | 0.2% | NEW | — |
| 56 | — | INVESCO BULLETSHARES 2028 CORP BOND ETF | $296,000 | 0.2% | NEW | — |
| 57 | — | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $288,000 | 0.2% | NEW | — |
| 58 | — | SCHWAB FUNDAMENTAL INTL EQUITY ETF | $273,000 | 0.2% | NEW | — |
| 59 |  $GOOGL | Alphabet Inc. | $265,000 | 0.2% | NEW | 80.2 |
| 60 | — | VANGUARD INDUSTRIALS ETF | $265,000 | 0.2% | NEW | — |
| 61 |  $GOOG | Alphabet Inc. | $263,000 | 0.2% | NEW | 80.2 |
| 62 | — | ISHARES TIPS BOND ETF | $261,000 | 0.2% | NEW | — |
| 63 |  $AMZN | AMAZON COM INC | $255,000 | 0.2% | +8% | 74.6 |
| 64 | — | SPDR PORTFOLIO SP 500 VALUE ETF | $244,000 | 0.2% | NEW | — |
| 65 |  $JNJ | JOHNSON & JOHNSON | $236,000 | 0.2% | +2% | 72.8 |
| 66 |  $BBY | BEST BUY CO INC | $227,000 | 0.2% | +0% | 51.5 |
| 67 |  $TGT | TARGET CORP | $226,000 | 0.2% | NEW | 53.1 |
| 68 |  $BSX | BOSTON SCIENTIFIC CORP | $220,000 | 0.2% | NEW | 79.9 |
| 69 | — | VANGUARD TOTAL WORLD STOCK ETF | $212,000 | 0.2% | NEW | — |
| 70 |  $GLW | CORNING INC /NY | $195,000 | 0.1% | +0% | 72.7 |
| 71 |  $LLY | ELI LILLY & Co | $190,000 | 0.1% | NEW | 89.3 |
| 72 |  $CSCO | CISCO SYSTEMS, INC. | $180,000 | 0.1% | +4560% | 72.3 |
| 73 | $META | Meta Platforms, Inc. | $172,000 | 0.1% | NEW | 80.9 |
| 74 | — | INVESCO RAFI DEVELOPED MARKETS EX-US SM ETF | $154,000 | 0.1% | NEW | — |
| 75 |  $AXP | AMERICAN EXPRESS CO | $140,000 | 0.1% | +1% | 73.2 |
| 76 | — | SPDR PORTFOLIO SHORT TERM CORP BOND ETF | $136,000 | 0.1% | NEW | — |
| 77 |  $ORLY | O REILLY AUTOMOTIVE INC | $134,000 | 0.1% | NEW | 72.7 |
| 78 |  $V | VISA INC. | $131,000 | 0.1% | NEW | 83.5 |
| 79 |  $WTW | WILLIS TOWERS WATSON PLC | $124,000 | 0.1% | NEW | — |
| 80 |  $TSLA | Tesla, Inc. | $121,000 | 0.1% | +9% | 50.1 |
| 81 | — | ISHARES SP SMALL-CAP 600 VALUE ETF | $118,000 | 0.1% | NEW | — |
| 82 |  $ITW | ILLINOIS TOOL WORKS INC | $111,000 | 0.1% | +0% | 71.2 |
| 83 |  $DIS | Walt Disney Co | $109,000 | 0.1% | +2% | 68.9 |
| 84 | — | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $109,000 | 0.1% | NEW | — |
| 85 |  $ROST | ROSS STORES, INC. | $107,000 | 0.1% | +1% | 71.5 |
| 86 | — | VANGUARD LARGE-CAP ETF | $104,000 | 0.1% | NEW | — |
| 87 |  $AMD | ADVANCED MICRO DEVICES INC | $103,000 | 0.1% | NEW | 78.8 |
| 88 | — | ISHARES IBONDS DEC 2026 TERM CORP ETF | $100,000 | 0.1% | NEW | — |
| 89 | — | ISHARES IBONDS DEC 2028 TERM CORP ETF | $99,000 | 0.1% | NEW | — |
| 90 | — | ISHARES IBONDS DEC 2027 TERM CORP ETF | $99,000 | 0.1% | NEW | — |
| 91 |  $MRK | Merck & Co., Inc. | $95,000 | 0.1% | +2% | 70.9 |
| 92 | — | LIFE TIME GROUP HOLDINGS INC | $91,000 | 0.1% | NEW | — |
| 93 | — | AMETEK INC | $87,000 | 0.1% | NEW | — |
| 94 | — | VANGUARD SP SMALL-CAP 600 ETF | $84,000 | 0.1% | NEW | — |
| 95 |  $TDG | TransDigm Group INC | $83,000 | 0.1% | +1% | 75.4 |
| 96 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $83,000 | 0.1% | NEW | — |
| 97 |  $DHR | DANAHER CORP /DE/ | $81,000 | 0.1% | +0% | 63.9 |
| 98 | — | ISHARES SP 100 ETF | $79,000 | 0.1% | NEW | — |
| 99 |  $PG | PROCTER & GAMBLE Co | $75,000 | 0.1% | NEW | 72.9 |
| 100 |  $ULTA | Ulta Beauty, Inc. | $74,000 | 0.1% | +0% | 66.6 |
| 101 | — | WELLTOWER INC | $73,000 | 0.1% | NEW | — |
| 102 | — | SCHNEIDER ELECTRIC SE | $72,000 | 0.1% | NEW | — |
| 103 | — | SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF | $72,000 | 0.1% | NEW | — |
| 104 | — | ISHARES MSCI EAFE ETF | $72,000 | 0.1% | NEW | — |
| 105 |  $JPM | JPMORGAN CHASE & CO | $70,000 | 0.1% | +14% | 35.6 |
| 106 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $69,000 | 0.1% | +0% | 65.3 |
| 107 |  $BKNG | Booking Holdings Inc. | $67,000 | 0.1% | NEW | 55.3 |
| 108 |  $ICE | Intercontinental Exchange, Inc. | $66,000 | 0.1% | NEW | 73.8 |
| 109 |  $__PARK_1390777 | Bank of New York Mellon Corp | $62,000 | 0.1% | +6% | 36.7 |
| 110 |  $PEP | PEPSICO INC | $62,000 | 0.1% | +2% | 62.7 |
| 111 |  $GIS | GENERAL MILLS INC | $61,000 | 0.1% | NEW | 64.1 |
| 112 |  $BAC | BANK OF AMERICA CORP /DE/ | $60,000 | 0.1% | NEW | 68.4 |
| 113 |  $PFH | PRUDENTIAL FINANCIAL INC | $60,000 | 0.1% | +192% | 58.6 |
| 114 |  $ECL | ECOLAB INC. | $58,000 | 0.0% | +0% | 64.3 |
| 115 | — | VANGUARD MID-CAP ETF | $58,000 | 0.0% | NEW | — |
| 116 |  $PENN | PENN Entertainment, Inc. | $57,000 | 0.0% | NEW | 44.8 |
| 117 | — | ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF | $57,000 | 0.0% | NEW | — |
| 118 |  $MCO | MOODYS CORP /DE/ | $54,000 | 0.0% | +0% | 81.3 |
| 119 |  $EMR | EMERSON ELECTRIC CO | $53,000 | 0.0% | +0% | 65.9 |
| 120 |  $ORCL | ORACLE CORP | $52,000 | 0.0% | +5% | 67.2 |
| 121 |  $DOV | DOVER Corp | $51,000 | 0.0% | +0% | 63.1 |
| 122 |  $C | CITIGROUP INC | $50,000 | 0.0% | +8% | 54.8 |
| 123 |  $MSI | Motorola Solutions, Inc. | $49,000 | 0.0% | +2% | 73.8 |
| 124 |  $KO | COCA COLA CO | $48,000 | 0.0% | +7% | 74 |
| 125 |  $KLAC | KLA CORP | $47,000 | 0.0% | +3% | 84.4 |
| 126 | — | AMERIPRISE FINANCIAL INC | $45,000 | 0.0% | NEW | — |
| 127 | — | VANGUARD HIGH DIVIDEND YIELD ETF | $42,000 | 0.0% | NEW | — |
| 128 |  $CCZ | COMCAST CORP | $42,000 | 0.0% | NEW | 70.4 |
| 129 | — | ERSTE GROUP BANK AG | $42,000 | 0.0% | NEW | — |
| 130 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $41,000 | 0.0% | +2% | 60.5 |
| 131 |  $ABBV | AbbVie Inc. | $40,000 | 0.0% | +10% | 59.3 |
| 132 |  $NVDA | NVIDIA CORP | $40,000 | 0.0% | NEW | 90.2 |
| 133 | — | SPDR PORTFOLIO SHORT TERM TREASURY ETF | $39,000 | 0.0% | NEW | — |
| 134 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $38,000 | 0.0% | +4% | 63.7 |
| 135 | — | ISHARES MSCI EMERGING MARKETS ETF | $36,000 | 0.0% | NEW | — |
| 136 |  $CVX | CHEVRON CORP | $34,000 | 0.0% | +8% | 54.7 |
| 137 | — | FIRST TRUST GLOBAL WIND ENERGY ETF | $34,000 | 0.0% | NEW | — |
| 138 |  $STT | STATE STREET CORP | $31,000 | 0.0% | +4% | 61.5 |
| 139 |  $LEN | LENNAR CORP /NEW/ | $30,000 | 0.0% | NEW | 49.2 |
| 140 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $29,000 | 0.0% | NEW | 69.5 |
| 141 |  $SNPS | SYNOPSYS INC | $28,000 | 0.0% | +0% | 63.1 |
| 142 |  $WFC | WELLS FARGO & COMPANY/MN | $28,000 | 0.0% | NEW | — |
| 143 | — | AMPLIFY LITHIUM BATTERY TECHNOLOGY ETF | $27,000 | 0.0% | NEW | — |
| 144 |  $SBUX | STARBUCKS CORP | $26,000 | 0.0% | +1% | 54.6 |
| 145 | — | VANGUARD SP 500 VALUE ETF | $26,000 | 0.0% | NEW | — |
| 146 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $24,000 | 0.0% | NEW | 70.9 |
| 147 |  $MDLZ | Mondelez International, Inc. | $24,000 | 0.0% | NEW | 53.9 |
| 148 | — | DAIICHI SANKYO CO LTD | $24,000 | 0.0% | NEW | — |
| 149 | — | VANGUARD FTSE ALL-WORLD EX-US ETF | $24,000 | 0.0% | NEW | — |
| 150 |  $BA | BOEING CO | $23,000 | 0.0% | +5% | 51.8 |
| 151 | — | INVESCO SOLAR ETF | $22,000 | 0.0% | NEW | — |
| 152 | — | SPDR PORTFOLIO SP 1500 COMP STK MKT ETF | $22,000 | 0.0% | NEW | — |
| 153 | — | LVMH MOET HENNESSY LOUIS VUITTON SE | $22,000 | 0.0% | NEW | — |
| 154 |  $ETN | Eaton Corp plc | $21,000 | 0.0% | NEW | — |
| 155 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $20,000 | 0.0% | NEW | 66.7 |
| 156 | — | IMPAX GLOBAL INFRASTRUCTURE ETF | $20,000 | 0.0% | NEW | — |
| 157 |  $HD | HOME DEPOT, INC. | $20,000 | 0.0% | +0% | 69.2 |
| 158 |  $GS | GOLDMAN SACHS GROUP INC | $19,000 | 0.0% | +10% | — |
| 159 | — | CONSTELLATION ENERGY CORP | $19,000 | 0.0% | NEW | — |
| 160 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $18,000 | 0.0% | NEW | 67.3 |
| 161 |  $ALPS | Alps Group Inc | $18,000 | 0.0% | NEW | — |
| 162 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $18,000 | 0.0% | NEW | 50.1 |
| 163 |  $ABT | ABBOTT LABORATORIES | $17,000 | 0.0% | +0% | 67 |
| 164 |  $HCA | HCA Healthcare, Inc. | $17,000 | 0.0% | +3% | 70.5 |
| 165 |  $WMT | Walmart Inc. | $17,000 | 0.0% | +27% | 63.2 |
| 166 | — | ISHARES CORE SP 500 ETF | $17,000 | 0.0% | NEW | — |
| 167 | — | TOYOTA MOTOR CORP | $17,000 | 0.0% | NEW | — |
| 168 |  $BMY | BRISTOL MYERS SQUIBB CO | $17,000 | 0.0% | +9% | 70.1 |
| 169 | — | GLOBAL X CLEAN WATER ETF | $17,000 | 0.0% | NEW | — |
| 170 | — | PROSHARES SP 500 DIVIDEND ARISTOCRATS ETF | $17,000 | 0.0% | NEW | — |
| 171 | — | API GROUP CORP | $16,000 | 0.0% | NEW | — |
| 172 |  $BX | Blackstone Inc. | $16,000 | 0.0% | +0% | 68 |
| 173 |  $PFE | PFIZER INC | $16,000 | 0.0% | +6% | 69 |
| 174 |  $KEYS | Keysight Technologies, Inc. | $14,000 | 0.0% | NEW | 72.3 |
| 175 |  $TT | Trane Technologies plc | $14,000 | 0.0% | NEW | — |
| 176 |  $LRCX | LAM RESEARCH CORP | $14,000 | 0.0% | NEW | 82.4 |
| 177 |  $CAH | CARDINAL HEALTH INC | $14,000 | 0.0% | +0% | 58.6 |
| 178 |  $AVGO | Broadcom Inc. | $13,000 | 0.0% | NEW | 86.4 |
| 179 |  $YUM | YUM BRANDS INC | $13,000 | 0.0% | +0% | 71.7 |
| 180 | — | ISHARES GLOBAL EQUITY FACTOR ETF | $12,000 | 0.0% | NEW | — |
| 181 | — | SIEMENS AG | $12,000 | 0.0% | NEW | — |
| 182 | — | SSR MINING INC | $12,000 | 0.0% | NEW | — |
| 183 | $PG | PROCTER & GAMBLE Co | $12,000 | 0.0% | NEW | 72.9 |
| 184 | — | VERALTO CORP | $12,000 | 0.0% | NEW | — |
| 185 |  $A | AGILENT TECHNOLOGIES, INC. | $11,000 | 0.0% | +0% | 64.6 |
| 186 |  $FTV | Fortive Corp | $11,000 | 0.0% | NEW | 55.9 |
| 187 | — | ISHARES ESG MSCI KLD 400 ETF | $10,000 | 0.0% | NEW | — |
| 188 |  $FISV | FISERV INC | $10,000 | 0.0% | +0% | 67.4 |
| 189 |  $HON | HONEYWELL INTERNATIONAL INC | $10,000 | 0.0% | +15% | 65.7 |
| 190 | — | FT VEST LADDERED BUFFER ETF | $10,000 | 0.0% | NEW | — |
| 191 |  $AMAT | APPLIED MATERIALS INC /DE | $10,000 | 0.0% | +41% | 74.8 |
| 192 | — | SCHWAB US LARGE-CAP GROWTH ETF | $9,000 | 0.0% | NEW | — |
| 193 |  $EXC | EXELON CORP | $9,000 | 0.0% | +0% | 63.9 |
| 194 |  $WY | WEYERHAEUSER CO | $9,000 | 0.0% | NEW | 52.9 |
| 195 |  $UNP | UNION PACIFIC CORP | $8,000 | 0.0% | +27% | 74 |
| 196 | — | INTER PARFUMS INC | $8,000 | 0.0% | NEW | — |
| 197 | — | ISHARES BITCOIN TRUST ETF | $8,000 | 0.0% | NEW | — |
| 198 | — | WATTS WATER TECHNOLOGIES INC | $8,000 | 0.0% | NEW | — |
| 199 | — | EXXON MOBIL CORP | $7,000 | 0.0% | NEW | — |
| 200 |  $NDAQ | NASDAQ, INC. | $7,000 | 0.0% | +16% | 78.5 |
| 201 |  $AON | Aon plc | $7,000 | 0.0% | NEW | — |
| 202 |  $AKAM | AKAMAI TECHNOLOGIES INC | $7,000 | 0.0% | +0% | 62 |
| 203 | — | TEXAS INSTRUMENTS INC | $7,000 | 0.0% | NEW | — |
| 204 | — | PACER US CASH COWS 100 ETF | $6,000 | 0.0% | NEW | — |
| 205 |  $ADM | Archer-Daniels-Midland Co | $5,000 | 0.0% | NEW | 49.4 |
| 206 |  $BFH | BREAD FINANCIAL HOLDINGS, INC. | $5,000 | 0.0% | NEW | — |
| 207 |  $CI | Cigna Group | $5,000 | 0.0% | +0% | 66.8 |
| 208 |  $EXEL | EXELIXIS, INC. | $5,000 | 0.0% | +0% | 79.4 |
| 209 |  $PLD | Prologis, Inc. | $5,000 | 0.0% | NEW | 67.5 |
| 210 |  $MU | MICRON TECHNOLOGY INC | $4,000 | 0.0% | NEW | 88.4 |
| 211 |  $COST | COSTCO WHOLESALE CORP /NEW | $4,000 | 0.0% | NEW | 67 |
| 212 | — | MILLROSE PROPERTIES INC | $4,000 | 0.0% | NEW | — |
| 213 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $4,000 | 0.0% | NEW | 50.6 |
| 214 |  $VFC | V F CORP | $4,000 | 0.0% | +0% | 59.7 |
| 215 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED ETF | $4,000 | 0.0% | NEW | — |
| 216 | — | YUM CHINA HOLDINGS INC | $4,000 | 0.0% | NEW | — |
| 217 |  $GPC | GENUINE PARTS CO | $4,000 | 0.0% | NEW | 54.2 |
| 218 |  $SSYS | STRATASYS LTD. | $4,000 | 0.0% | NEW | — |
| 219 | — | CENTERPOINT ENERGY INC | $3,000 | 0.0% | NEW | — |
| 220 | — | RAYMOND JAMES FINANCIAL INC | $3,000 | 0.0% | NEW | — |
| 221 |  $GE | GENERAL ELECTRIC CO | $3,000 | 0.0% | NEW | 74.8 |
| 222 |  $RS | RELIANCE, INC. | $3,000 | 0.0% | +0% | 55.4 |
| 223 | — | HEALTH CARE SELECT SECTOR SPDR ETF | $3,000 | 0.0% | NEW | — |
| 224 |  $RTX | RTX Corp | $3,000 | 0.0% | NEW | 70 |
| 225 |  $USB | US BANCORP DE | $3,000 | 0.0% | +0% | 71.4 |
| 226 |  $PLTR | Palantir Technologies Inc. | $3,000 | 0.0% | NEW | 85.8 |
| 227 | — | TRACTOR SUPPLY CO | $3,000 | 0.0% | NEW | — |
| 228 |  $MET | METLIFE INC | $3,000 | 0.0% | +0% | 73.9 |
| 229 | — | ISHARES ESG AWARE MSCI EM ETF | $3,000 | 0.0% | NEW | — |
| 230 |  $DHI | HORTON D R INC /DE/ | $3,000 | 0.0% | +20% | 54.6 |
| 231 |  $MA | Mastercard Inc | $3,000 | 0.0% | NEW | 81.7 |
| 232 |  $NFLX | NETFLIX INC | $3,000 | 0.0% | NEW | 86.7 |
| 233 |  $DELL | Dell Technologies Inc. | $3,000 | 0.0% | NEW | 76 |
| 234 |  $CAT | CATERPILLAR INC | $2,000 | 0.0% | NEW | 67.8 |
| 235 |  $IR | Ingersoll Rand Inc. | $2,000 | 0.0% | +33% | 55.4 |
| 236 |  $NEE | NEXTERA ENERGY INC | $2,000 | 0.0% | NEW | 71.7 |
| 237 | — | PROSHARES ULTRA FINANCIALS | $2,000 | 0.0% | NEW | — |
| 238 |  $INTC | INTEL CORP | $2,000 | 0.0% | +152% | 41.5 |
| 239 | — | ISHARES SHORT TREASURY BOND ETF | $2,000 | 0.0% | NEW | — |
| 240 |  $PM | Philip Morris International Inc. | $2,000 | 0.0% | NEW | 80.5 |
| 241 | — | THOMSON REUTERS CORP | $2,000 | 0.0% | NEW | — |
| 242 |  $CNXN | PC CONNECTION INC | $2,000 | 0.0% | NEW | 53 |
| 243 |  $HLT | Hilton Worldwide Holdings Inc. | $2,000 | 0.0% | NEW | 73.1 |
| 244 |  $COP | CONOCOPHILLIPS | $2,000 | 0.0% | NEW | 74.8 |
| 245 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $2,000 | 0.0% | NEW | 69.4 |
| 246 |  $CMI | CUMMINS INC | $2,000 | 0.0% | +0% | 58.9 |
| 247 |  $LIN | LINDE PLC | $2,000 | 0.0% | NEW | — |
| 248 | — | JACOBS SOLUTIONS INC | $2,000 | 0.0% | NEW | — |
| 249 |  $MCD | MCDONALDS CORP | $2,000 | 0.0% | +250% | 73.9 |
| 250 |  $T | AT&T INC. | $2,000 | 0.0% | NEW | 71.9 |
| 251 | — | GE VERNOVA INC | $2,000 | 0.0% | NEW | — |
| 252 |  $DOW | DOW INC. | $2,000 | 0.0% | NEW | 38 |
| 253 | — | VONTIER CORP | $2,000 | 0.0% | NEW | — |
| 254 |  $IT | GARTNER INC | $2,000 | 0.0% | +0% | 65.2 |
| 255 |  $ADI | ANALOG DEVICES INC | $2,000 | 0.0% | NEW | 76.2 |
| 256 | — | KONTOOR BRANDS INC | $2,000 | 0.0% | NEW | — |
| 257 |  $KEY | KEYCORP /NEW/ | $1,000 | 0.0% | NEW | 70.4 |
| 258 |  $KD | Kyndryl Holdings, Inc. | $1,000 | 0.0% | +0% | 46 |
| 259 |  $TMUS | T-Mobile US, Inc. | $1,000 | 0.0% | NEW | 72.7 |
| 260 |  $TRV | TRAVELERS COMPANIES, INC. | $1,000 | 0.0% | NEW | 71.5 |
| 261 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1,000 | 0.0% | NEW | 47.2 |
| 262 |  $UBER | Uber Technologies, Inc | $1,000 | 0.0% | NEW | 79.3 |
| 263 |  $ISRG | INTUITIVE SURGICAL INC | $1,000 | 0.0% | NEW | 81.4 |
| 264 |  $PODD | INSULET CORP | $1,000 | 0.0% | NEW | 70.4 |
| 265 |  $UPS | UNITED PARCEL SERVICE INC | $1,000 | 0.0% | NEW | 58.2 |
| 266 | — | UNITED RENTALS INC | $1,000 | 0.0% | NEW | — |
| 267 |  $ILMN | ILLUMINA, INC. | $1,000 | 0.0% | NEW | 62.5 |
| 268 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $1,000 | 0.0% | NEW | 42.4 |
| 269 |  $IDXX | IDEXX LABORATORIES INC /DE | $1,000 | 0.0% | NEW | 73.6 |
| 270 |  $HSY | HERSHEY CO | $1,000 | 0.0% | NEW | 59.4 |
| 271 |  $HAL | HALLIBURTON CO | $1,000 | 0.0% | NEW | 50.9 |
| 272 |  $GM | General Motors Co | $1,000 | 0.0% | NEW | 58.7 |
| 273 |  $GILD | GILEAD SCIENCES, INC. | $1,000 | 0.0% | NEW | 77.8 |
| 274 |  $VLO | VALERO ENERGY CORP/TX | $1,000 | 0.0% | NEW | 51.4 |
| 275 |  $GD | GENERAL DYNAMICS CORP | $1,000 | 0.0% | NEW | 73 |
| 276 |  $FITB | FIFTH THIRD BANCORP | $1,000 | 0.0% | NEW | — |
| 277 | — | FERGUSON ENTERPRISES INC | $1,000 | 0.0% | NEW | — |
| 278 |  $FCX | FREEPORT-MCMORAN INC | $1,000 | 0.0% | NEW | 73.1 |
| 279 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1,000 | 0.0% | NEW | 76.6 |
| 280 |  $FAST | FASTENAL CO | $1,000 | 0.0% | NEW | 73.5 |
| 281 |  $FANG | Diamondback Energy, Inc. | $1,000 | 0.0% | NEW | 81.4 |
| 282 |  $ALGN | ALIGN TECHNOLOGY INC | $1,000 | 0.0% | NEW | 58.2 |
| 283 |  $VTR | Ventas, Inc. | $1,000 | 0.0% | NEW | 70.3 |
| 284 |  $EXPE | Expedia Group, Inc. | $1,000 | 0.0% | NEW | 65.7 |
| 285 |  $EW | Edwards Lifesciences Corp | $1,000 | 0.0% | NEW | 67.6 |
| 286 |  $ES | EVERSOURCE ENERGY | $1,000 | 0.0% | NEW | 67 |
| 287 |  $EQIX | EQUINIX INC | $1,000 | 0.0% | NEW | 61.4 |
| 288 |  $EOG | EOG RESOURCES INC | $1,000 | 0.0% | NEW | 71.1 |
| 289 |  $VZ | VERIZON COMMUNICATIONS INC | $1,000 | 0.0% | NEW | 71.6 |
| 290 |  $WAT | WATERS CORP /DE/ | $1,000 | 0.0% | NEW | 69.9 |
| 291 | — | WARNER BROS DISCOVERY INC | $1,000 | 0.0% | NEW | — |
| 292 |  $EIX | EDISON INTERNATIONAL | $1,000 | 0.0% | NEW | 70.7 |
| 293 | — | EUROPEAN EQUITY FUND INC | $1,000 | 0.0% | NEW | — |
| 294 |  $DUK | Duke Energy CORP | $1,000 | 0.0% | NEW | 64 |
| 295 |  $DRI | DARDEN RESTAURANTS INC | $1,000 | 0.0% | NEW | 68.6 |
| 296 |  $D | DOMINION ENERGY, INC | $1,000 | 0.0% | NEW | 74.9 |
| 297 |  $XEL | XCEL ENERGY INC | $1,000 | 0.0% | NEW | — |
| 298 | — | XYLEM INC | $1,000 | 0.0% | NEW | — |
| 299 |  $DLR | DIGITAL REALTY TRUST, INC. | $1,000 | 0.0% | NEW | 70.2 |
| 300 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1,000 | 0.0% | +433% | 59.5 |
| 301 |  $ANET | Arista Networks, Inc. | $1,000 | 0.0% | NEW | 86 |
| 302 | — | ISHARES MSCI ACWI ETF | $1,000 | 0.0% | NEW | — |
| 303 |  $DE | DEERE & CO | $1,000 | 0.0% | NEW | 57.4 |
| 304 |  $DDOG | Datadog, Inc. | $1,000 | 0.0% | NEW | 62.9 |
| 305 | — | CRANE NXT CO | $1,000 | 0.0% | NEW | — |
| 306 |  $CVS | CVS HEALTH Corp | $1,000 | 0.0% | NEW | 51.3 |
| 307 |  $CTAS | CINTAS CORP | $1,000 | 0.0% | NEW | 76.3 |
| 308 |  $CSX | CSX CORP | $1,000 | 0.0% | NEW | 66.4 |
| 309 |  $ADSK | Autodesk, Inc. | $1,000 | 0.0% | NEW | 76.4 |
| 310 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $1,000 | 0.0% | NEW | — |
| 311 |  $CRWD | CrowdStrike Holdings, Inc. | $1,000 | 0.0% | NEW | 55 |
| 312 |  $DG | DOLLAR GENERAL CORP | $1,000 | 0.0% | NEW | 60.4 |
| 313 |  $DKNG | DraftKings Inc. | $1,000 | 0.0% | NEW | 54 |
| 314 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $1,000 | 0.0% | NEW | 47.1 |
| 315 | — | CRANE CO | $1,000 | 0.0% | NEW | — |
| 316 |  $EGO | ELDORADO GOLD CORP /FI | $1,000 | 0.0% | NEW | — |
| 317 |  $CME | CME GROUP INC. | $1,000 | 0.0% | NEW | 74.5 |
| 318 |  $LH | LABCORP HOLDINGS INC. | $1,000 | 0.0% | NEW | 54.8 |
| 319 |  $CL | COLGATE PALMOLIVE CO | $1,000 | 0.0% | NEW | 72.4 |
| 320 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1,000 | 0.0% | NEW | 65.9 |
| 321 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1,000 | 0.0% | NEW | 68.8 |
| 322 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1,000 | 0.0% | NEW | 74.4 |
| 323 |  $CCL | Carnival Corp Ltd. | $1,000 | 0.0% | NEW | — |
| 324 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1,000 | 0.0% | NEW | — |
| 325 |  $CARR | CARRIER GLOBAL Corp | $1,000 | 0.0% | +0% | 61.5 |
| 326 |  $STLD | STEEL DYNAMICS INC | $1,000 | 0.0% | NEW | 56 |
| 327 |  $CBRE | CBRE GROUP, INC. | $1,000 | 0.0% | NEW | 62.9 |
| 328 |  $BLK | BlackRock, Inc. | $1,000 | 0.0% | NEW | 70.3 |
| 329 |  $BKR | Baker Hughes Co | $1,000 | 0.0% | NEW | 63.4 |
| 330 |  $BIIB | BIOGEN INC. | $1,000 | 0.0% | NEW | 65.6 |
| 331 |  $AWK | American Water Works Company, Inc. | $1,000 | 0.0% | NEW | 61.7 |
| 332 |  $APO | Apollo Global Management, Inc. | $1,000 | 0.0% | NEW | 55.7 |
| 333 |  $APH | AMPHENOL CORP /DE/ | $1,000 | 0.0% | NEW | 80.5 |
| 334 |  $AMTM | Amentum Holdings, Inc. | $1,000 | 0.0% | NEW | 55.6 |
| 335 |  $AMGN | AMGEN INC | $1,000 | 0.0% | NEW | 79.5 |
| 336 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $1,000 | 0.0% | NEW | 60.9 |
| 337 |  $ALL | ALLSTATE CORP | $1,000 | 0.0% | NEW | 76.6 |
| 338 |  $PHM | PULTEGROUP INC/MI/ | $1,000 | 0.0% | NEW | 65.1 |
| 339 |  $PGR | PROGRESSIVE CORP/OH/ | $1,000 | 0.0% | NEW | 83.6 |
| 340 |  $PCG | PG&E Corp | $1,000 | 0.0% | NEW | 59.3 |
| 341 | — | INSULET CORP | $1,000 | 0.0% | NEW | — |
| 342 |  $PTON | PELOTON INTERACTIVE, INC. | $1,000 | 0.0% | NEW | 41.6 |
| 343 |  $PCAR | PACCAR INC | $1,000 | 0.0% | NEW | 56.5 |
| 344 |  $QCOM | QUALCOMM INC/DE | $1,000 | 0.0% | NEW | 81.9 |
| 345 |  $RGP | RESOURCES CONNECTION, INC. | $1,000 | 0.0% | NEW | 22.9 |
| 346 |  $RF | REGIONS FINANCIAL CORP | $1,000 | 0.0% | NEW | — |
| 347 |  $RGEN | REPLIGEN CORP | $1,000 | 0.0% | NEW | 54.1 |
| 348 |  $PANW | Palo Alto Networks Inc | $1,000 | 0.0% | NEW | 66.5 |
| 349 |  $O | REALTY INCOME CORP | $1,000 | 0.0% | NEW | 74.6 |
| 350 |  $NTRS | NORTHERN TRUST CORP | $1,000 | 0.0% | NEW | 71.8 |
| 351 |  $NSC | NORFOLK SOUTHERN CORP | $1,000 | 0.0% | NEW | 70.8 |
| 352 |  $NET | Cloudflare, Inc. | $1,000 | 0.0% | NEW | 52.6 |
| 353 |  $NEM | NEWMONT Corp /DE/ | $1,000 | 0.0% | NEW | 88.3 |
| 354 |  $MTB | M&T BANK CORP | $1,000 | 0.0% | NEW | 64.1 |
| 355 |  $MS | MORGAN STANLEY | $1,000 | 0.0% | -91% | — |
| 356 |  $MO | ALTRIA GROUP, INC. | $1,000 | 0.0% | NEW | 72.1 |
| 357 |  $SCHW | SCHWAB CHARLES CORP | $1,000 | 0.0% | NEW | 77.2 |
| 358 | — | SEALED AIR CORP | $1,000 | 0.0% | NEW | — |
| 359 | — | MONSTER BEVERAGE CORP | $1,000 | 0.0% | NEW | — |
| 360 |  $MMM | 3M CO | $1,000 | 0.0% | NEW | 60.7 |
| 361 | — | SLB | $1,000 | 0.0% | NEW | — |
| 362 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1,000 | 0.0% | NEW | 67.6 |
| 363 | — | SNOWFLAKE INC | $1,000 | 0.0% | NEW | — |
| 364 | — | SOUTHERN CO | $1,000 | 0.0% | NEW | — |
| 365 | — | MCKESSON CORP | $1,000 | 0.0% | NEW | — |
| 366 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1,000 | 0.0% | NEW | 40 |
| 367 |  $LOW | LOWES COMPANIES INC | $1,000 | 0.0% | NEW | 63.5 |
| 368 |  $LNG | Cheniere Energy, Inc. | $1,000 | 0.0% | NEW | 48.4 |
| 369 |  $SRE | SEMPRA | $1,000 | 0.0% | NEW | 47.6 |
| 370 |  $LMT | LOCKHEED MARTIN CORP | $1,000 | 0.0% | NEW | 65 |
| 371 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1,000 | 0.0% | NEW | 66.5 |
| 372 |  $STZ | CONSTELLATION BRANDS, INC. | $1,000 | 0.0% | NEW | 65 |
| 373 |  $SYF | Synchrony Financial | $1,000 | 0.0% | NEW | — |
| 374 |  $SYK | STRYKER CORP | $1,000 | 0.0% | NEW | 69.8 |
| 375 |  $KMI | KINDER MORGAN, INC. | $1,000 | 0.0% | NEW | 74.6 |
| 376 | — | TRUIST FINANCIAL CORP | $1,000 | 0.0% | NEW | — |
| 377 |  $KKR | KKR & Co. Inc. | $1,000 | 0.0% | NEW | 49.8 |
| 378 |  $TJX | TJX COMPANIES INC /DE/ | $1,000 | 0.0% | NEW | 70.7 |
New Positions (305)
SCHWAB SHORT-TERM US TREASURY ETF$10.7M
VANGUARD SHORT-TERM BOND ETF$8.4M
SCHWAB US BROAD MARKET ETF$8.3M
ISHARES MSCI EAFE VALUE ETF$7.0M
SCHWAB US LARGE-CAP VALUE ETF$5.9M
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$5.8M
VANGUARD SMALL-CAP ETF$5.7M
SCHWAB INTL EQUITY ETF$5.1M
VANGUARD SMALL-CAP VALUE ETF$5.1M
VANGUARD TOTAL STOCK MARKET ETF$4.7M
SCHWAB US SMALL-CAP ETF$4.2M
SPDR PORTFOLIO SP 500 MOMENTUM ETF$3.8M
$WT WisdomTree, Inc.$3.0M VANGUARD VALUE ETF$2.6M
SPDR PORTFOLIO EMERGING MARKETS ETF$2.5M
Exited Positions (22)
$PH Parker-Hannifin Corp
$AMP AMERIPRISE FINANCIAL INC
$VLTO Veralto Corp
$SOFI SoFi Technologies, Inc.
$IPAR INTERPARFUMS INC
$WM WASTE MANAGEMENT INC
$TXN TEXAS INSTRUMENTS INC
$TSCO TRACTOR SUPPLY CO /DE/
$YUMC Yum China Holdings, Inc.
$CNP CENTERPOINT ENERGY INC
$RJF RAYMOND JAMES FINANCIAL INC
$RAL Ralliant Corp
$VNT Vontier Corp
$CR Crane Co
$J JACOBS SOLUTIONS INC.Browse Top Institutional Investors
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