Kohmann Bosshard Financial Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1696615
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.2B
Holdings
229
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Kohmann Bosshard Financial Services, LLC disclosed 229 positions worth $1.2B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 829. The portfolio is most concentrated in Other (91.8% of disclosed assets). All figures are sourced directly from Kohmann Bosshard Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 1696615.
AI Fund Analysis
ConcentratingSCHWAB U.S. LARGE-CAP - UI
19.7% weight
Held 10 quarters
VANGUARD FTSE DEVELOPED -
9.4% weight
Held 10 quarters
VANGUARD SHORT TERM COR -
7.6% weight
Held 10 quarters
SCHWAB U.S. AGGREGATE - UI
7.6% weight
Held 10 quarters
SCHWAB U.S. SMALL-CAP - UI
4.4% weight
Held 10 quarters
SCHWAB U.S. LARGE-CAP - UI
9 quarters accumulating
VANGUARD FTSE DEVELOPED -
9 quarters accumulating
VANGUARD SHORT TERM COR -
9 quarters accumulating
SCHWAB U.S. AGGREGATE - UI
9 quarters accumulating
SCHWAB U.S. SMALL-CAP - UI
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB U.S. LARGE-CAP - UIE
—Quality
$232.6M7,904,940 shVANGUARD FTSE DEVELOPED - UIE
—Quality
$110.9M1,555,850 shVANGUARD SHORT TERM COR - UIE
—Quality
$90.1M1,139,709 shSCHWAB U.S. AGGREGATE - UIE
—Quality
$89.2M3,855,498 shSCHWAB U.S. SMALL-CAP - UIE
—Quality
$52.1M1,442,916 shSCHWAB U.S. TIPS ETF - UIE
—Quality
$44.1M1,664,512 shVANGUARD DIVIDEND - UIE
—Quality
$41.1M173,525 shSTATE STREET SPDR - UIE
—Quality
$29.3M1,251,852 shVANGUARD REAL ESTATE - UIE
—Quality
$28.3M293,410 shVANGUARD GROWTH INDEX - UIE
—Quality
$27.8M322,697 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP - UIE | — | $232.6M | 7,904,940 |
| VANGUARD FTSE DEVELOPED - UIE | — | $110.9M | 1,555,850 |
| VANGUARD SHORT TERM COR - UIE | — | $90.1M | 1,139,709 |
| SCHWAB U.S. AGGREGATE - UIE | — | $89.2M | 3,855,498 |
| SCHWAB U.S. SMALL-CAP - UIE | — | $52.1M | 1,442,916 |
| SCHWAB U.S. TIPS ETF - UIE | — | $44.1M | 1,664,512 |
| VANGUARD DIVIDEND - UIE | — | $41.1M | 173,525 |
| STATE STREET SPDR - UIE | — | $29.3M | 1,251,852 |
| VANGUARD REAL ESTATE - UIE | — | $28.3M | 293,410 |
| VANGUARD GROWTH INDEX - UIE | — | $27.8M | 322,697 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kohmann Bosshard Financial Services, LLC's 229 positions.
Showing top 10 of 229 holdings.
Sector Allocation
Other
$1.1B
Technology
$37.2M
Financials
$30.6M
Industrials
$10.6M
Consumer Discretionary
$6.5M
Healthcare
$3.1M
Utilities
$2.8M
Energy
$2.6M
Full Holdings — Kohmann Bosshard Financial Services, LLC (Q2 2026)
All 229 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 U.S. LARGE-CAP - UIE | $232.6M | 19.7% | +6% | — |
| 2 | — | VANGUARD FTSE DEVELOPED - UIE | $110.9M | 9.4% | +6% | — |
| 3 | — | VANGUARD SHORT TERM COR - UIE | $90.1M | 7.6% | +20% | — |
| 4 | — | SCHWAB U.S. AGGREGATE - UIE | $89.2M | 7.6% | +21% | — |
| 5 | — | SCHWAB U.S. SMALL-CAP - UIE | $52.1M | 4.4% | +5% | — |
| 6 | — | SCHWAB U.S. TIPS ETF - UIE | $44.1M | 3.7% | +16% | — |
| 7 | — | VANGUARD DIVIDEND - UIE | $41.1M | 3.5% | +3% | — |
| 8 | — | STATE STREET SPDR - UIE | $29.3M | 2.5% | +16% | — |
| 9 | — | VANGUARD REAL ESTATE - UIE | $28.3M | 2.4% | +9% | — |
| 10 | — | VANGUARD GROWTH INDEX - UIE | $27.8M | 2.4% | +560% | — |
| 11 | — | VANGUARD S&P 500 ETF - UIE | $25.3M | 2.1% | +12% | — |
| 12 | — | VANGUARD 0-3 MONTH - UIE | $25.2M | 2.1% | +3049% | — |
| 13 | — | VANGUARD SMALL-CAP INDEX - UIE | $23.4M | 2.0% | -1% | — |
| 14 | — | ISHARES CORE HIGH - UIE | $23.2M | 2.0% | +428% | — |
| 15 | — | VANGUARD FTSE EMERGING - UIE | $22.3M | 1.9% | +7% | — |
| 16 | — | SCHWAB U.S. DIVIDEND - UIE | $18.6M | 1.6% | -6% | — |
| 17 | — | STATE STREET SPDR - UIE | $15.6M | 1.3% | -3% | — |
| 18 |  $AAPL | Apple Inc. | $13.4M | 1.1% | -0% | 76.4 |
| 19 | — | VANGUARD SMALL-CAP VALUE - UIE | $12.8M | 1.1% | +4% | — |
| 20 | — | VANGUARD INTERNATIONAL - UIE | $11.1M | 0.9% | +4% | — |
| 21 | — | SCHWAB INTERNATIONAL - UIE | $10.4M | 0.9% | +8% | — |
| 22 | — | STATE STREET SPDR - UIE | $9.9M | 0.8% | -28% | — |
| 23 | — | VANGUARD LARGE-CAP INDEX - UIE | $7.4M | 0.6% | +1% | — |
| 24 | — | SCHWAB U.S. MID-CAP ETF - UIE | $7.2M | 0.6% | -4% | — |
| 25 |  $SCHW | SCHWAB CHARLES CORP | $6.7M | 0.6% | +0% | 79.4 |
| 26 |  $NVDA | NVIDIA CORP | $6.2M | 0.5% | +0% | 85.9 |
| 27 | — | SCHWAB EMERGING MARKETS - UIE | $5.1M | 0.4% | +0% | — |
| 28 | — | ISHARES 0-3 MONTH - UIE | $5.1M | 0.4% | -80% | — |
| 29 | — | ISHARES CORE S&P 500 - UIE | $4.7M | 0.4% | -0% | — |
| 30 | — | VANGUARD MID-CAP VALUE - UIE | $4.5M | 0.4% | -2% | — |
| 31 | — | VANGUARD FTSE ALL-WORLD - UIE | $4.4M | 0.4% | -0% | — |
| 32 | — | VANGUARD TOTAL STOCK - UIE | $4.1M | 0.3% | -4% | — |
| 33 | — | STATE STREET SPDR - UIE | $4.0M | 0.3% | -3% | — |
| 34 | — | ISHARES S&P 500 GROWTH - UIE | $4.0M | 0.3% | +0% | — |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 0.3% | +0% | — |
| 36 | — | VANGUARD HIGH DIVIDEND - UIE | $3.4M | 0.3% | +0% | — |
| 37 | — | SCHWAB U.S. LARGE-CAP - UIE | $3.2M | 0.3% | -2% | — |
| 38 | — | ISHARES CORE DIVIDEND - UIE | $3.0M | 0.3% | -1% | — |
| 39 | — | STATE STREET SPDR - UIE | $2.9M | 0.3% | -2% | — |
| 40 |  $MSFT | MICROSOFT CORP | $2.9M | 0.2% | -1% | 79.8 |
| 41 | — | STATE STREET SPDR - UIE | $2.9M | 0.2% | -1% | — |
| 42 |  $GOOGL | Alphabet Inc. | $2.7M | 0.2% | -0% | 78.2 |
| 43 |  $GOOG | Alphabet Inc. | $2.7M | 0.2% | +0% | 78.2 |
| 44 | — | ISHARES CORE S&P - UIE | $2.5M | 0.2% | -1% | — |
| 45 |  $IVZ | Invesco Ltd. | $2.5M | 0.2% | +1% | — |
| 46 | — | SCHWAB INTERNATIONAL - UIE | $2.4M | 0.2% | -0% | — |
| 47 | — | ISHARES CORE S&P MID-CAP - UIE | $2.4M | 0.2% | +0% | — |
| 48 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | -3% | — |
| 49 |  $FE | FIRSTENERGY CORP | $2.3M | 0.2% | -1% | 61.5 |
| 50 | — | STATE STREET SPDR - UIE | $2.2M | 0.2% | -2% | — |
| 51 | — | SCHWAB 1000 INDEX ETF - UIE | $2.2M | 0.2% | -0% | — |
| 52 |  $AMZN | AMAZON COM INC | $2.2M | 0.2% | +0% | 68.7 |
| 53 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 0.2% | +0% | — |
| 54 | — | ISHARES S&P 500 VALUE - UIE | $2.1M | 0.2% | +0% | — |
| 55 | — | SCHWAB U.S. REIT ETF - UIE | $2.1M | 0.2% | +3% | — |
| 56 | — | ISHARES CORE U.S. REIT - UIE | $2.0M | 0.2% | +2% | — |
| 57 | — | SCHWAB INTERNATIONAL - UIE | $1.9M | 0.2% | -1% | — |
| 58 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | +1% | — |
| 59 |  $CAT | CATERPILLAR INC | $1.8M | 0.1% | +0% | 66.5 |
| 60 | — | ISHARES RUSSELL MID-CAP - UIE | $1.8M | 0.1% | +0% | — |
| 61 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 0.1% | -1% | 70.7 |
| 62 | — | STATE STREET SPDR - UIE | $1.5M | 0.1% | -6% | — |
| 63 | — | ISHARES CORE U.S. - UIE | $1.5M | 0.1% | +4% | — |
| 64 | — | STATE STREET TECHNOLOGY - UIE | $1.5M | 0.1% | +0% | — |
| 65 | — | VANGUARD VALUE INDEX - UIE | $1.4M | 0.1% | -0% | — |
| 66 |  $FDX | FEDEX CORP | $1.4M | 0.1% | +0% | 60.3 |
| 67 | — | VANGUARD FTSE ALL-WORLD - UIE | $1.4M | 0.1% | +0% | — |
| 68 |  $AVGO | Broadcom Inc. | $1.4M | 0.1% | +0% | 84.5 |
| 69 |  $META | Meta Platforms, Inc. | $1.3M | 0.1% | -1% | 79.6 |
| 70 | — | ISHARES SELECT DIVIDEND - UIE | $1.3M | 0.1% | -5% | — |
| 71 | — | ISHARES INTERNATIONAL - UIE | $1.2M | 0.1% | +8% | — |
| 72 | — | ISHARES MSCI GERMANY - UIE | $1.2M | 0.1% | +15% | — |
| 73 |  $GLDM | World Gold Trust | $1.2M | 0.1% | -2% | — |
| 74 | $IVZ | Invesco Ltd. | $1.2M | 0.1% | +3% | — |
| 75 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.1% | +0% | 67.7 |
| 76 |  $NFLX | NETFLIX INC | $1.2M | 0.1% | +0% | 78.8 |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.1% | -0% | 73.8 |
| 78 | — | STATE STREET SPDR - UIE | $1.2M | 0.1% | +1% | — |
| 79 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1.1M | 0.1% | +0% | 66.3 |
| 80 |  $SHOP | SHOPIFY INC. | $1.1M | 0.1% | +1% | 64.9 |
| 81 | — | STATE STREET SPDR - UIE | $1.1M | 0.1% | +15% | — |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | +8% | 57.9 |
| 83 | $IVZ | Invesco Ltd. | $1.1M | 0.1% | +2% | — |
| 84 | — | VANGUARD EXTENDED MARKET - UIE | $1.1M | 0.1% | -2% | — |
| 85 | — | ISHARES RUSSELL TOP 200 - UIE | $1.1M | 0.1% | +2% | — |
| 86 | — | VANGUARD MID-CAP INDEX - UIE | $1.0M | 0.1% | +299% | — |
| 87 | — | ISHARES RUSSELL TOP 200 - UIE | $1.0M | 0.1% | +2% | — |
| 88 | — | VANGUARD TARGET MATURITY - UIE | $999,322 | 0.1% | NEW | — |
| 89 | — | VANGUARD TAX-EXEMPT BOND - UIE | $972,148 | 0.1% | -1% | — |
| 90 | — | ISHARES S&P MID-CAP 400 - UIE | $938,086 | 0.1% | +0% | — |
| 91 | — | ISHARES RUSSELL 1000 - UIE | $903,057 | 0.1% | -0% | — |
| 92 |  $GLD | SPDR GOLD TRUST | $899,216 | 0.1% | +0% | — |
| 93 | — | VANGUARD TARGET MATURITY - UIE | $859,248 | 0.1% | NEW | — |
| 94 | — | STATE STREET SPDR - UIE | $845,087 | 0.1% | -1% | — |
| 95 | — | VANECK IG FLOATING RATE - UIE | $830,840 | 0.1% | +0% | — |
| 96 | — | VANGUARD - UIE | $819,227 | 0.1% | +0% | — |
| 97 | — | ISHARES RUSSELL 2000 - UIE | $813,318 | 0.1% | +0% | — |
| 98 |  $DE | DEERE & CO | $811,942 | 0.1% | +0% | 55.4 |
| 99 |  $WMT | Walmart Inc. | $804,546 | 0.1% | -0% | 60.2 |
| 100 | $IVZ | Invesco Ltd. | $802,456 | 0.1% | -0% | — |
| 101 | — | VANGUARD TARGET MATURITY - UIE | $802,276 | 0.1% | NEW | — |
| 102 | — | VANGUARD TARGET MATURITY - UIE | $801,072 | 0.1% | NEW | — |
| 103 | — | VANGUARD TARGET MATURITY - UIE | $800,627 | 0.1% | NEW | — |
| 104 | — | VANGUARD TARGET MATURITY - UIE | $799,167 | 0.1% | NEW | — |
| 105 | — | ISHARES CORE MSCI EAFE - UIE | $790,797 | 0.1% | -0% | — |
| 106 | — | VANGUARD ENERGY INDEX - UIE | $785,931 | 0.1% | +0% | — |
| 107 |  $MELI | MERCADOLIBRE INC | $784,194 | 0.1% | +1% | 80.2 |
| 108 |  $SHW | SHERWIN WILLIAMS CO | $777,281 | 0.1% | -10% | 61.3 |
| 109 |  $TSLA | Tesla, Inc. | $774,304 | 0.1% | -1% | 53.9 |
| 110 |  $TD | TORONTO DOMINION BANK | $745,580 | 0.1% | +0% | 80.5 |
| 111 |  $CSCO | CISCO SYSTEMS, INC. | $736,743 | 0.1% | -0% | 70.3 |
| 112 | $IVZ | Invesco Ltd. | $727,126 | 0.1% | -0% | — |
| 113 |  $HD | HOME DEPOT, INC. | $716,342 | 0.1% | -0% | 60.3 |
| 114 |  $PGR | PROGRESSIVE CORP/OH/ | $706,904 | 0.1% | -0% | 80.1 |
| 115 | — | ISHARES S&P MID-CAP 400 - UIE | $693,250 | 0.1% | -0% | — |
| 116 | $IVZ | Invesco Ltd. | $679,041 | 0.1% | +0% | — |
| 117 |  $CMI | CUMMINS INC | $670,972 | 0.1% | +0% | 58.1 |
| 118 | $IVZ | Invesco Ltd. | $670,919 | 0.1% | NEW | — |
| 119 | — | ISHARES U.S. EQUITY - UIE | $661,233 | 0.1% | +0% | — |
| 120 | — | STATE STREET SPDR DOW - UIE | $639,975 | 0.1% | -0% | — |
| 121 |  $INTC | INTEL CORP | $620,697 | 0.1% | -5% | 45.6 |
| 122 | — | ISHARES MSCI USA QUALITY - UIE | $619,670 | 0.1% | +1% | — |
| 123 |  $ABBV | AbbVie Inc. | $615,464 | 0.1% | -3% | 72.6 |
| 124 |  $JNJ | JOHNSON & JOHNSON | $612,037 | 0.1% | -0% | 69 |
| 125 | — | ISHARES S&P 100 ETF - UIE | $601,856 | 0.1% | +0% | — |
| 126 | — | SCHWAB HIGH YIELD BOND - UIE | $581,877 | 0.1% | +520% | — |
| 127 | — | VANGUARD FTSE EUROPE - UIE | $552,932 | 0.1% | +0% | — |
| 128 |  $ETN | Eaton Corp plc | $551,825 | 0.1% | +0% | — |
| 129 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $540,677 | 0.1% | +0% | 66.2 |
| 130 | — | VANGUARD RUSSELL 1000 - UIE | $537,904 | 0.1% | +0% | — |
| 131 | — | GLOBAL X DAX GERMANY - UIE | $520,974 | 0.0% | +17% | — |
| 132 | — | VANGUARD INTERNATIONAL - UIE | $519,871 | 0.0% | -2% | — |
| 133 |  $CINF | CINCINNATI FINANCIAL CORP | $501,174 | 0.0% | +0% | 84.3 |
| 134 | — | DIMENSIONAL U.S. EQUITY - UIE | $499,579 | 0.0% | +0% | — |
| 135 |  $BX | Blackstone Inc. | $499,274 | 0.0% | +0% | 74.4 |
| 136 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $498,999 | 0.0% | +0% | 61.7 |
| 137 |  $RIG | Transocean Ltd. | $489,000 | 0.0% | +0% | — |
| 138 |  $LLY | ELI LILLY & Co | $461,833 | 0.0% | -5% | 87.5 |
| 139 | — | ISHARES MSCI EAFE ETF - UIE | $458,622 | 0.0% | +0% | — |
| 140 | — | ISHARES S&P SMALL-CAP - UIE | $454,277 | 0.0% | +0% | — |
| 141 |  $GLW | CORNING INC /NY | $444,036 | 0.0% | -0% | 73.7 |
| 142 | — | SCHWAB U.S. BROAD MARKET - UIE | $441,310 | 0.0% | +7% | — |
| 143 | — | VANGUARD SMALL-CAP - UIE | $428,966 | 0.0% | -0% | — |
| 144 |  $PSX | Phillips 66 | $417,215 | 0.0% | +0% | 57.8 |
| 145 |  $ADI | ANALOG DEVICES INC | $403,525 | 0.0% | -1% | 79.2 |
| 146 | — | ISHARES BROAD USD HIGH - UIE | $401,667 | 0.0% | -1% | — |
| 147 | — | STATE STREET SPDR - UIE | $395,497 | 0.0% | +0% | — |
| 148 | — | CAMBIAR AGGRESSIVE VALUE - UIE | $392,362 | 0.0% | +0% | — |
| 149 | — | ISHARES S&P SMALL-CAP - UIE | $383,990 | 0.0% | +0% | — |
| 150 | — | VANGUARD S&P 500 GROWTH - UIE | $382,035 | 0.0% | +506% | — |
| 151 |  $MS | MORGAN STANLEY | $381,877 | 0.0% | -0% | 75.8 |
| 152 | — | STATE STREET HEALTH CARE - UIE | $380,784 | 0.0% | +0% | — |
| 153 | — | VANGUARD TOTAL - UIE | $379,691 | 0.0% | +12% | — |
| 154 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $374,454 | 0.0% | -4% | 70 |
| 155 |  $LRCX | LAM RESEARCH CORP | $368,919 | 0.0% | +1% | 79.4 |
| 156 |  $AMAT | APPLIED MATERIALS INC /DE | $361,500 | 0.0% | +0% | 72.3 |
| 157 |  $KMI | KINDER MORGAN, INC. | $360,654 | 0.0% | +0% | 71.3 |
| 158 |  $MCD | MCDONALDS CORP | $355,458 | 0.0% | +0% | 69 |
| 159 |  $AME | AMETEK INC/ | $355,410 | 0.0% | -4% | 69.7 |
| 160 | — | ISHARES MSCI USA - UIE | $352,772 | 0.0% | +0% | — |
| 161 |  $KEY | KEYCORP /NEW/ | $345,266 | 0.0% | +0% | 70.8 |
| 162 |  $WELL | WELLTOWER INC. | $344,767 | 0.0% | +0% | 59.8 |
| 163 |  $BSX | BOSTON SCIENTIFIC CORP | $344,129 | 0.0% | +0% | 77.5 |
| 164 |  $PG | PROCTER & GAMBLE Co | $340,571 | 0.0% | -5% | 64.6 |
| 165 |  $MA | Mastercard Inc | $339,490 | 0.0% | +0% | 85.1 |
| 166 |  $FDXF | FedEx Freight Holding Company, Inc. | $337,938 | 0.0% | NEW | — |
| 167 |  $HSBC | HSBC HOLDINGS PLC | $336,999 | 0.0% | +0% | — |
| 168 | — | FIDELITY MSCI REAL - UIE | $326,138 | 0.0% | +0% | — |
| 169 |  $WEC | WEC ENERGY GROUP, INC. | $320,534 | 0.0% | +0% | 60.1 |
| 170 | $IVZ | Invesco Ltd. | $311,944 | 0.0% | +0% | — |
| 171 |  $RTX | RTX Corp | $311,916 | 0.0% | +0% | 73.2 |
| 172 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $310,100 | 0.0% | +0% | 60.5 |
| 173 | $IVZ | Invesco Ltd. | $309,127 | 0.0% | +0% | — |
| 174 | — | STATE STREET SPDR - UIE | $308,622 | 0.0% | +0% | — |
| 175 | — | ISHARES 0-5 YEAR TIPS - UIE | $307,808 | 0.0% | +0% | — |
| 176 | — | VANGUARD TOTAL - UIE | $304,240 | 0.0% | NEW | — |
| 177 | — | ISHARES RUSSELL 1000 - UIE | $303,951 | 0.0% | +2% | — |
| 178 |  $TDG | TransDigm Group INC | $297,045 | 0.0% | +0% | 68 |
| 179 | — | GLOBAL X ARTIFICIAL - UIE | $294,917 | 0.0% | NEW | — |
| 180 | — | ISHARES MORNINGSTAR - UIE | $289,074 | 0.0% | +0% | — |
| 181 |  $AON | Aon plc | $284,922 | 0.0% | +0% | — |
| 182 |  $WT | WisdomTree, Inc. | $276,629 | 0.0% | +0% | 59.9 |
| 183 |  $ING | ING GROEP NV | $273,791 | 0.0% | +0% | — |
| 184 |  $LIN | LINDE PLC | $272,962 | 0.0% | +0% | — |
| 185 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $268,829 | 0.0% | +0% | 58.7 |
| 186 | — | VANGUARD S&P 500 VALUE - UIE | $267,217 | 0.0% | +0% | — |
| 187 | — | ISHARES MSCI EMERGING - UIE | $265,463 | 0.0% | +0% | — |
| 188 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $265,058 | 0.0% | +13% | 40.1 |
| 189 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $265,051 | 0.0% | +0% | — |
| 190 |  $MRK | Merck & Co., Inc. | $264,967 | 0.0% | +0% | 59.9 |
| 191 | — | VANECK SEMICONDUCTOR - UIE | $262,356 | 0.0% | +0% | — |
| 192 |  $GE | GENERAL ELECTRIC CO | $259,369 | 0.0% | +0% | 73.8 |
| 193 |  $UNH | UNITEDHEALTH GROUP INC | $258,090 | 0.0% | +0% | 62.7 |
| 194 |  $HY | HYSTER-YALE, INC. | $257,551 | 0.0% | +0% | 33.8 |
| 195 |  $NOTV | Inotiv, Inc. | $255,006 | 0.0% | -9% | 27.2 |
| 196 |  $DUK | Duke Energy CORP | $254,806 | 0.0% | +0% | 56.4 |
| 197 | — | VANGUARD INTER-TERM - UIE | $254,204 | 0.0% | +0% | — |
| 198 |  $RJF | RAYMOND JAMES FINANCIAL INC | $249,025 | 0.0% | +0% | 66.3 |
| 199 |  $HON | HONEYWELL INTERNATIONAL INC | $247,410 | 0.0% | -50% | 65 |
| 200 |  $HONA | Honeywell Aerospace Inc. | $244,293 | 0.0% | NEW | — |
| 201 | $IVZ | Invesco Ltd. | $242,552 | 0.0% | +0% | — |
| 202 |  $STE | STERIS plc | $238,997 | 0.0% | +0% | — |
| 203 | — | INVESCO BULLETSHARES - UIE | $237,493 | 0.0% | +0% | — |
| 204 | — | ISHARES RUSSELL 3000 - UIE | $236,652 | 0.0% | +0% | — |
| 205 |  $RPM | RPM INTERNATIONAL INC/DE/ | $235,527 | 0.0% | -9% | 59.6 |
| 206 | $WT | WisdomTree, Inc. | $235,021 | 0.0% | +0% | 59.9 |
| 207 |  $KO | COCA COLA CO | $232,366 | 0.0% | -2% | 69.5 |
| 208 |  $UNP | UNION PACIFIC CORP | $227,392 | 0.0% | +0% | 69.7 |
| 209 |  $TTD | Trade Desk, Inc. | $222,221 | 0.0% | +0% | 72.4 |
| 210 |  $TKR | TIMKEN CO | $222,092 | 0.0% | -0% | 54.4 |
| 211 |  $GEV | GE Vernova Inc. | $222,049 | 0.0% | +0% | 81.1 |
| 212 |  $ORCL | ORACLE CORP | $218,906 | 0.0% | +0% | 66.2 |
| 213 |  $OKE | ONEOK INC /NEW/ | $216,568 | 0.0% | +0% | 71.7 |
| 214 |  $PEP | PEPSICO INC | $215,421 | 0.0% | +0% | 63.4 |
| 215 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $214,582 | 0.0% | +0% | 65.1 |
| 216 |  $V | VISA INC. | $208,807 | 0.0% | -4% | 82.9 |
| 217 |  $AMD | ADVANCED MICRO DEVICES INC | $208,547 | 0.0% | +2% | 79.8 |
| 218 |  $RIO | RIO TINTO PLC | $206,663 | 0.0% | +0% | — |
| 219 | — | VANGUARD SHORT-TERM - UIE | $206,144 | 0.0% | +0% | — |
| 220 |  $AXP | AMERICAN EXPRESS CO | $205,994 | 0.0% | +0% | 69.4 |
| 221 |  $BHP | BHP Group Ltd | $204,776 | 0.0% | +1% | — |
| 222 |  $SFL | SFL Corp Ltd. | $204,000 | 0.0% | +0% | — |
| 223 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $195,136 | 0.0% | -23% | 65 |
| 224 |  $PTON | PELOTON INTERACTIVE, INC. | $119,382 | 0.0% | +0% | 54.3 |
| 225 |  $IAUX | i-80 Gold Corp. | $21,600 | 0.0% | +0% | 30.6 |
| 226 |  $ABTC | American Bitcoin Corp. | $12,725 | 0.0% | +87% | 44 |
| 227 |  $TSE | Trinseo PLC | $71 | 0.0% | +0% | — |
| 228 | — | TAP REAL ESTATE TECHNOLO - COM | $37 | 0.0% | -1% | — |
| 229 | — | GLOBAL BROKERAGE INC - COM | $2 | 0.0% | +0% | — |
New Positions (10)
VANGUARD TARGET MATURITY - UIE$999,322
VANGUARD TARGET MATURITY - UIE$859,248
VANGUARD TARGET MATURITY - UIE$802,276
VANGUARD TARGET MATURITY - UIE$801,072
VANGUARD TARGET MATURITY - UIE$800,627
VANGUARD TARGET MATURITY - UIE$799,167
$FDXF FedEx Freight Holding Company, Inc.$337,938 VANGUARD TOTAL - UIE$304,240
GLOBAL X ARTIFICIAL - UIE$294,917
$HONA Honeywell Aerospace Inc.$244,293Exited Positions (829)
SCHWAB PRIME ADVANTAGE M
SCHWAB GOVERNMENT MONEY
US TREASU NT
SCHWAB PRIME ADVANTAGE M
US TREASU NT
FIDELITY 500 INDEX
VANGUARD 500 INDEX ADMIR
US TREASU NT
TOTAL MARKET EQUITY INDE
US TREASU NT
SCHWAB MUNICIPAL MONEY U
SCHWAB GOVERNMENT MONEY
SHORT TERM INCOME POOL
US TREASU NT
US TREASU NT
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