Leo H. Evart, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1920405
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13F Reported Value
ⓘ$126.6M
Holdings
295
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Leo H. Evart, Inc. disclosed 295 positions worth $126.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 12. The portfolio is most concentrated in Other (78.7% of disclosed assets). All figures are sourced directly from Leo H. Evart, Inc.’s Form 13F-HR filing with the SEC under CIK 1920405.
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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AI Quality Scored
ISHARES 0-3 MONTH TREASURY BOND ETF - ETF
—Quality
$19.2M190,606 shSCHWAB U.S. LARGE-CAP GROWTH ETF - ETF
—Quality
$11.4M337,766 shVANGUARD VALUE INDEX FUND ETF SHARES - ETF
—Quality
$6.8M31,350 shVANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF
—Quality
$5.8M79,078 shVANGUARD GROWTH INDEX FUND ETF SHARES - ETF
—Quality
$5.6M64,839 shCAPITAL GROUP DIVIDEND VALUE ETF - ETF
—Quality
$5.5M111,005 shVANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - ETF
—Quality
$5.3M68,646 shSCHWAB INTERNATIONAL EQUITY ETF - ETF
—Quality
$4.6M166,534 sh- 73.5
Quality
$3.6M36,325 sh VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETF
—Quality
$3.4M14,473 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $19.2M | 190,606 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | — | $11.4M | 337,766 |
| VANGUARD VALUE INDEX FUND ETF SHARES - ETF | — | $6.8M | 31,350 |
| VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF | — | $5.8M | 79,078 |
| VANGUARD GROWTH INDEX FUND ETF SHARES - ETF | — | $5.6M | 64,839 |
| CAPITAL GROUP DIVIDEND VALUE ETF - ETF | — | $5.5M | 111,005 |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - ETF | — | $5.3M | 68,646 |
| SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $4.6M | 166,534 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $3.6M | 36,325 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETF | — | $3.4M | 14,473 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Leo H. Evart, Inc.'s 295 positions.
Showing top 10 of 295 holdings.
Sector Allocation
Other
$99.7M
Technology
$13.8M
Financials
$6.1M
Industrials
$1.6M
Consumer Discretionary
$1.2M
Healthcare
$1.1M
Utilities
$1.0M
Energy
$964,608
Full Holdings — Leo H. Evart, Inc. (Q2 2026)
All 295 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 0-3 MONTH TREASURY BOND ETF - ETF | $19.2M | 15.2% | -3% | — |
| 2 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $11.4M | 9.0% | -2% | — |
| 3 | — | VANGUARD VALUE INDEX FUND ETF SHARES - ETF | $6.8M | 5.4% | +5% | — |
| 4 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - ETF | $5.8M | 4.6% | -27% | — |
| 5 | — | VANGUARD GROWTH INDEX FUND ETF SHARES - ETF | $5.6M | 4.4% | +495% | — |
| 6 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $5.5M | 4.3% | -2% | — |
| 7 | — | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - ETF | $5.3M | 4.2% | -10% | — |
| 8 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | $4.6M | 3.6% | +4% | — |
| 9 | $GS | GOLDMAN SACHS GROUP INC | $3.6M | 2.9% | +27% | 73.5 |
| 10 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - ETF | $3.4M | 2.7% | -0% | — |
| 11 |  $AAPL | Apple Inc. | $3.3M | 2.6% | -15% | 76.4 |
| 12 | — | SCHWAB U.S. MID-CAP ETF - ETF | $3.1M | 2.4% | -2% | — |
| 13 | — | SCHWAB U.S. DIVIDEND EQUITY ETF - ETF | $3.0M | 2.4% | +1% | — |
| 14 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - ETF | $3.0M | 2.4% | +4% | — |
| 15 |  $META | Meta Platforms, Inc. | $3.0M | 2.3% | +2% | 79.6 |
| 16 | — | VANGUARD CORE BOND ETF - ETF | $2.9M | 2.3% | NEW | — |
| 17 | — | VANGUARD S&P 500 ETF - ETF | $2.7M | 2.1% | +4% | — |
| 18 | — | SCHWAB U.S. SMALL-CAP ETF - ETF | $2.5M | 1.9% | -3% | — |
| 19 |  $ORCL | ORACLE CORP | $2.1M | 1.6% | +0% | 66.2 |
| 20 | — | VANGUARD HEALTH CARE INDEX FUND ETF SHARES - ETF | $2.0M | 1.6% | +1% | — |
| 21 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - ETF | $1.9M | 1.5% | +305% | — |
| 22 | — | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - ETF | $1.8M | 1.4% | +669% | — |
| 23 |  $BAH | Booz Allen Hamilton Holding Corp | $1.3M | 1.0% | +3% | 58 |
| 24 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF | $1.3M | 1.0% | +1% | — |
| 25 | — | SCHWAB U.S. AGGREGATE BOND ETF - ETF | $1.2M | 1.0% | -1% | — |
| 26 |  $GLD | SPDR GOLD TRUST | $973,260 | 0.8% | -6% | — |
| 27 |  $TSLA | Tesla, Inc. | $895,037 | 0.7% | +0% | 53.9 |
| 28 | — | FIRST EAGLE OVERSEAS EQUITY ETF - ETF | $753,892 | 0.6% | +3% | — |
| 29 |  $AMZN | AMAZON COM INC | $646,289 | 0.5% | +4% | 68.7 |
| 30 | — | JPMORGAN INCOME ETF - ETF | $610,282 | 0.5% | +1% | — |
| 31 | — | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - ETF | $608,972 | 0.5% | +1% | — |
| 32 |  $GOOG | Alphabet Inc. | $574,750 | 0.5% | +2% | 78.2 |
| 33 |  $GOOGL | Alphabet Inc. | $522,024 | 0.4% | +0% | 78.2 |
| 34 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF | $520,684 | 0.4% | +10% | — |
| 35 |  $MSFT | MICROSOFT CORP | $513,344 | 0.4% | +3% | 79.8 |
| 36 | — | CAPITAL GROUP GROWTH ETF - ETF | $511,574 | 0.4% | +0% | — |
| 37 |  $SRE | SEMPRA | $484,938 | 0.4% | +0% | 41.9 |
| 38 |  $CVX | CHEVRON CORP | $449,127 | 0.3% | +0% | 62.8 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $438,814 | 0.3% | +0% | — |
| 40 |  $SGOL | abrdn Gold ETF Trust | $408,182 | 0.3% | +0% | — |
| 41 | $META | Meta Platforms, Inc. | $406,713 | 0.3% | +0% | 79.6 |
| 42 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - ETF | $358,249 | 0.3% | +195% | — |
| 43 |  $XOM.R34088 | EXXON MOBIL CORP | $347,140 | 0.3% | -4% | 57.9 |
| 44 |  $NVDA | NVIDIA CORP | $344,380 | 0.3% | +6% | 85.9 |
| 45 | — | CAPITAL GROUP DIVIDEND GROWERS ETF - ETF | $343,627 | 0.3% | +17% | — |
| 46 |  $IVZ | Invesco Ltd. | $324,195 | 0.3% | +0% | — |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $285,234 | 0.2% | +1% | 62.7 |
| 48 |  $IOT | Samsara Inc. | $248,706 | 0.2% | -6% | 68.6 |
| 49 | — | VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF - ETF | $248,593 | 0.2% | NEW | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $225,377 | 0.2% | -6% | 69 |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $200,145 | 0.2% | +21% | — |
| 52 |  $LLY | ELI LILLY & Co | $199,113 | 0.2% | +0% | 87.5 |
| 53 |  $INTC | INTEL CORP | $196,474 | 0.2% | +0% | 45.6 |
| 54 | — | VANGUARD ENERGY INDEX FUND ETF SHARES - ETF | $191,697 | 0.1% | +1% | — |
| 55 |  $HD | HOME DEPOT, INC. | $181,381 | 0.1% | +0% | 60.3 |
| 56 | — | ISHARES CORE S&P 500 ETF - ETF | $176,047 | 0.1% | +0% | — |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $175,137 | 0.1% | +0% | 73.8 |
| 58 |  $GE | GENERAL ELECTRIC CO | $164,960 | 0.1% | +0% | 73.8 |
| 59 |  $GEV | GE Vernova Inc. | $159,781 | 0.1% | +0% | 81.1 |
| 60 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - ETF | $159,631 | 0.1% | +65% | — |
| 61 |  $CSCO | CISCO SYSTEMS, INC. | $156,966 | 0.1% | +0% | 70.3 |
| 62 |  $EIX | EDISON INTERNATIONAL | $151,059 | 0.1% | +0% | 61.2 |
| 63 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - ETF | $150,277 | 0.1% | +4% | — |
| 64 |  $ABBV | AbbVie Inc. | $143,938 | 0.1% | +0% | 72.6 |
| 65 |  $EME | EMCOR Group, Inc. | $142,104 | 0.1% | +0% | 69.3 |
| 66 |  $BA | BOEING CO | $133,129 | 0.1% | +0% | 61.6 |
| 67 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - ETF | $130,946 | 0.1% | -3% | — |
| 68 |  $LOGI | LOGITECH INTERNATIONAL S.A. | $125,826 | 0.1% | -9% | — |
| 69 | — | SCHWAB U.S. BROAD MARKETETF - ETF | $117,100 | 0.1% | +0% | — |
| 70 |  $WMT | Walmart Inc. | $116,771 | 0.1% | +0% | 60.2 |
| 71 |  $AMAT | APPLIED MATERIALS INC /DE | $108,450 | 0.1% | +0% | 72.3 |
| 72 |  $PEP | PEPSICO INC | $108,231 | 0.1% | +17% | 63.4 |
| 73 |  $AXP | AMERICAN EXPRESS CO | $107,564 | 0.1% | +0% | 69.4 |
| 74 |  $PSA | Public Storage | $106,316 | 0.1% | -17% | 69.1 |
| 75 |  $PG | PROCTER & GAMBLE Co | $106,046 | 0.1% | +0% | 64.6 |
| 76 |  $PM | Philip Morris International Inc. | $104,385 | 0.1% | +0% | 75.9 |
| 77 |  $SCHW | SCHWAB CHARLES CORP | $104,018 | 0.1% | +0% | 79.4 |
| 78 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $103,090 | 0.1% | NEW | — |
| 79 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $103,003 | 0.1% | -21% | 66 |
| 80 |  $MO | ALTRIA GROUP, INC. | $100,877 | 0.1% | +0% | 67.4 |
| 81 |  $T | AT&T INC. | $97,971 | 0.1% | +0% | 65.7 |
| 82 |  $PLD | Prologis, Inc. | $97,674 | 0.1% | -28% | 68.3 |
| 83 |  $MDLZ | Mondelez International, Inc. | $91,908 | 0.1% | +0% | 56.4 |
| 84 | — | VANGUARD ULTRA-SHORT BOND ETF SHARES - ETF | $90,289 | 0.1% | -12% | — |
| 85 |  $AMP | AMERIPRISE FINANCIAL INC | $89,458 | 0.1% | +0% | 68.7 |
| 86 | — | VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES - ETF | $87,641 | 0.1% | +0% | — |
| 87 | — | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS - Equity | $87,287 | 0.1% | -11% | — |
| 88 |  $SBUX | STARBUCKS CORP | $86,280 | 0.1% | +0% | 58.2 |
| 89 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $81,266 | 0.1% | +1% | 66.8 |
| 90 |  $HCA | HCA Healthcare, Inc. | $81,095 | 0.1% | -5% | 68.9 |
| 91 | $IVZ | Invesco Ltd. | $80,477 | 0.1% | +0% | — |
| 92 |  $KLAC | KLA CORP | $79,481 | 0.1% | +912% | 78.6 |
| 93 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF | $78,771 | 0.1% | +1% | — |
| 94 |  $WFC | WELLS FARGO & COMPANY/MN | $76,210 | 0.1% | +0% | 61.8 |
| 95 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES - ETF | $74,890 | 0.1% | +0% | — |
| 96 |  $ABT | ABBOTT LABORATORIES | $73,318 | 0.1% | +0% | 65.5 |
| 97 |  $VZ | VERIZON COMMUNICATIONS INC | $72,020 | 0.1% | +0% | 65.8 |
| 98 |  $OKE | ONEOK INC /NEW/ | $69,552 | 0.1% | +0% | 71.7 |
| 99 |  $UPWK | UPWORK, INC | $68,251 | 0.1% | -0% | 56.8 |
| 100 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | $68,102 | 0.1% | +0% | — |
| 101 | — | ISHARES MSCI EAFE GROWTHETF - ETF | $67,589 | 0.1% | +1% | — |
| 102 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $67,385 | 0.1% | +0% | 70 |
| 103 | — | PROSHARES BITCOIN ETF - ETF | $67,172 | 0.1% | +0% | — |
| 104 | — | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS - Equity | $66,755 | 0.1% | +0% | — |
| 105 |  $D | DOMINION ENERGY, INC | $63,342 | 0.1% | -22% | 69.9 |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $62,773 | 0.1% | +0% | 66.2 |
| 107 |  $DTB | DTE ENERGY CO | $62,472 | 0.1% | +0% | 68.9 |
| 108 |  $AMGN | AMGEN INC | $60,112 | 0.1% | +0% | 79.2 |
| 109 |  $MU | MICRON TECHNOLOGY INC | $60,069 | 0.1% | +0% | 86.2 |
| 110 |  $EXC | EXELON CORP | $55,541 | 0.0% | +0% | 59.6 |
| 111 |  $CEG | Constellation Energy Corp | $54,890 | 0.0% | +0% | 59.4 |
| 112 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - ETF | $54,675 | 0.0% | +0% | — |
| 113 | — | HERMES INTERNTNL S ORDF - Equity | $52,938 | 0.0% | -28% | — |
| 114 |  $TT | Trane Technologies plc | $52,554 | 0.0% | -21% | — |
| 115 |  $ACM | AECOM | $46,548 | 0.0% | -36% | 47.1 |
| 116 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $45,847 | 0.0% | -2% | — |
| 117 |  $ALLE | Allegion plc | $45,378 | 0.0% | +0% | — |
| 118 | — | VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES - ETF | $45,354 | 0.0% | +387% | — |
| 119 |  $PCG | PG&E Corp | $45,176 | 0.0% | +0% | 58.8 |
| 120 |  $IR | Ingersoll Rand Inc. | $45,095 | 0.0% | +0% | 64.4 |
| 121 |  $BAC | BANK OF AMERICA CORP /DE/ | $41,990 | 0.0% | +0% | 67.6 |
| 122 |  $ECG | Everus Construction Group, Inc. | $41,985 | 0.0% | +0% | 66.3 |
| 123 |  $BN | BROOKFIELD Corp /ON/ | $41,312 | 0.0% | +0% | — |
| 124 | — | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF - ETF | $35,184 | 0.0% | +0% | — |
| 125 | — | CAPITAL GROUP INTERNATIONAL EQUITY ETF - ETF | $35,115 | 0.0% | +0% | — |
| 126 | — | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF - ETF | $34,534 | 0.0% | +0% | — |
| 127 |  $GILD | GILEAD SCIENCES, INC. | $33,802 | 0.0% | +0% | 57.4 |
| 128 |  $NFLX | NETFLIX INC | $33,629 | 0.0% | +418% | 78.8 |
| 129 | — | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - ETF | $32,390 | 0.0% | +0% | — |
| 130 |  $CRM | Salesforce, Inc. | $32,109 | 0.0% | -11% | 77 |
| 131 |  $MRVL | Marvell Technology, Inc. | $30,711 | 0.0% | +0% | 76.5 |
| 132 |  $DTM | DT Midstream, Inc. | $30,082 | 0.0% | +0% | 68.6 |
| 133 | — | ISHARES CORE S&P MID-CAPETF - ETF | $29,478 | 0.0% | +0% | — |
| 134 | — | FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND - ETF | $29,414 | 0.0% | +1% | — |
| 135 | — | VANGUARD UTILITIES INDEXFUND ETF SHARES - ETF | $28,732 | 0.0% | +0% | — |
| 136 | — | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF - ETF | $28,707 | 0.0% | +0% | — |
| 137 |  $ADP | AUTOMATIC DATA PROCESSING INC | $27,098 | 0.0% | +0% | 69.8 |
| 138 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $27,052 | 0.0% | +0% | — |
| 139 | — | ISHARES MSCI EUROZONE ETF - ETF | $26,786 | 0.0% | -5% | — |
| 140 |  $TXN | TEXAS INSTRUMENTS INC | $25,932 | 0.0% | +0% | 73.4 |
| 141 |  $MCD | MCDONALDS CORP | $25,409 | 0.0% | +0% | 69 |
| 142 | — | ISHARES RUSSELL 2000 ETF - ETF | $25,238 | 0.0% | +0% | — |
| 143 |  $WBD | Warner Bros. Discovery, Inc. | $25,087 | 0.0% | +0% | 41.4 |
| 144 |  $DIS | Walt Disney Co | $23,064 | 0.0% | +71% | 60.1 |
| 145 |  $BKNG | Booking Holdings Inc. | $22,514 | 0.0% | +3050% | 58.5 |
| 146 |  $HON | HONEYWELL INTERNATIONAL INC | $22,390 | 0.0% | NEW | 65 |
| 147 |  $SNPS | SYNOPSYS INC | $22,304 | 0.0% | +0% | 67.9 |
| 148 |  $HONA | Honeywell Aerospace Inc. | $22,108 | 0.0% | NEW | — |
| 149 |  $PFE | PFIZER INC | $21,884 | 0.0% | +1% | 62 |
| 150 |  $MDU | MDU RESOURCES GROUP INC | $21,465 | 0.0% | +0% | 49.1 |
| 151 |  $KNF | Knife River Corp | $21,163 | 0.0% | +0% | 51.1 |
| 152 |  $KO | COCA COLA CO | $21,130 | 0.0% | +0% | 69.5 |
| 153 |  $GLW | CORNING INC /NY | $20,434 | 0.0% | +0% | 73.7 |
| 154 |  $DUK | Duke Energy CORP | $19,746 | 0.0% | +0% | 56.4 |
| 155 |  $CCZ | COMCAST CORP | $19,321 | 0.0% | +0% | 59.5 |
| 156 |  $AVGO | Broadcom Inc. | $19,141 | 0.0% | -80% | 84.5 |
| 157 |  $EXE | EXPAND ENERGY Corp | $17,873 | 0.0% | +0% | 80.8 |
| 158 |  $RIVN | Rivian Automotive, Inc. / DE | $17,350 | 0.0% | +900% | 35.9 |
| 159 |  $OGS | ONE Gas, Inc. | $15,414 | 0.0% | +0% | — |
| 160 |  $PLTR | Palantir Technologies Inc. | $14,934 | 0.0% | -16% | 84.6 |
| 161 | — | ROUNDHILL MEMORY ETF - ETF | $14,770 | 0.0% | NEW | — |
| 162 |  $F | FORD MOTOR CO | $14,024 | 0.0% | +0% | 54.9 |
| 163 |  $FCX | FREEPORT-MCMORAN INC | $13,836 | 0.0% | +0% | 62 |
| 164 |  $MPC | Marathon Petroleum Corp | $13,698 | 0.0% | +2% | 61 |
| 165 |  $QCOM | QUALCOMM INC/DE | $12,935 | 0.0% | +0% | 70.5 |
| 166 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $12,530 | 0.0% | +1% | — |
| 167 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $12,326 | 0.0% | +0% | 66.5 |
| 168 | — | CAPITAL ONE 4.375 PERCENT PFDPFD SER L - Equity | $11,742 | 0.0% | +0% | — |
| 169 |  $JBLU | JETBLUE AIRWAYS CORP | $11,460 | 0.0% | +0% | 33.5 |
| 170 |  $IREN | IREN Ltd | $11,433 | 0.0% | NEW | 46.3 |
| 171 | $WFC | WELLS FARGO & COMPANY/MN | $11,310 | 0.0% | +0% | 61.8 |
| 172 |  $MFC | MANULIFE FINANCIAL CORP | $11,302 | 0.0% | +0% | — |
| 173 |  $SLV | iShares Silver Trust | $11,122 | 0.0% | -79% | — |
| 174 |  $PSX | Phillips 66 | $10,854 | 0.0% | +0% | 57.8 |
| 175 | — | ISHARES U.S. POWER INFRASTRUCTURE ETF - ETF | $10,040 | 0.0% | +0% | — |
| 176 |  $DELL | Dell Technologies Inc. | $8,981 | 0.0% | +0% | 71.2 |
| 177 |  $V | VISA INC. | $8,928 | 0.0% | +0% | 82.9 |
| 178 | — | PACIFIC GAS AND 6 PERCENT PFDPFD - Equity | $8,627 | 0.0% | +0% | — |
| 179 |  $SHOP | SHOPIFY INC. | $8,564 | 0.0% | +0% | 64.9 |
| 180 |  $CIEN | CIENA CORP | $8,340 | 0.0% | +0% | 72.9 |
| 181 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $7,673 | 0.0% | +0% | — |
| 182 | — | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF - ETF | $7,013 | 0.0% | +1% | — |
| 183 |  $PFH | PRUDENTIAL FINANCIAL INC | $6,692 | 0.0% | +0% | 58.7 |
| 184 |  $TGT | TARGET CORP | $6,531 | 0.0% | +0% | 60.7 |
| 185 |  $B | BARRICK MINING CORP | $6,501 | 0.0% | +0% | 69.6 |
| 186 |  $GEHC | GE HealthCare Technologies Inc. | $6,295 | 0.0% | +0% | 55.7 |
| 187 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $6,004 | 0.0% | +0% | — |
| 188 |  $ETN | Eaton Corp plc | $5,966 | 0.0% | +0% | — |
| 189 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $5,860 | 0.0% | -83% | — |
| 190 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $5,839 | 0.0% | +0% | — |
| 191 |  $XYZ | Block, Inc. | $5,776 | 0.0% | +0% | 51.8 |
| 192 |  $CLX | CLOROX CO /DE/ | $5,726 | 0.0% | +0% | 54.1 |
| 193 |  $DOW | DOW INC. | $5,659 | 0.0% | +1% | 40.2 |
| 194 |  $HPE | Hewlett Packard Enterprise Co | $5,413 | 0.0% | +20% | 70.5 |
| 195 |  $NUE | NUCOR CORP | $5,238 | 0.0% | +4% | 61.7 |
| 196 |  $COP | CONOCOPHILLIPS | $5,198 | 0.0% | +0% | 70.2 |
| 197 |  $PANW | Palo Alto Networks Inc | $4,774 | 0.0% | +0% | 65.5 |
| 198 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $4,685 | 0.0% | +0% | 62.6 |
| 199 | — | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF - ETF | $4,544 | 0.0% | +1% | — |
| 200 |  $PYPL | PayPal Holdings, Inc. | $4,318 | 0.0% | +0% | 64.1 |
| 201 |  $GM | General Motors Co | $4,010 | 0.0% | +0% | 54.3 |
| 202 |  $AUR | Aurora Innovation, Inc. | $3,751 | 0.0% | +0% | 11.8 |
| 203 |  $AMD | ADVANCED MICRO DEVICES INC | $3,485 | 0.0% | +200% | 79.8 |
| 204 |  $KVUE | Kenvue Inc. | $3,363 | 0.0% | +0% | 60.3 |
| 205 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3,235 | 0.0% | +0% | 66.3 |
| 206 |  $KHC | Kraft Heinz Co | $3,212 | 0.0% | +0% | 47 |
| 207 |  $HTFL | Heartflow, Inc. | $2,934 | 0.0% | +0% | 34.3 |
| 208 |  $SMCI | Super Micro Computer, Inc. | $2,933 | 0.0% | +0% | 62 |
| 209 | — | INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF - ETF | $2,891 | 0.0% | +3% | — |
| 210 |  $ISRG | INTUITIVE SURGICAL INC | $2,784 | 0.0% | +0% | 79.9 |
| 211 |  $PCYO | PURE CYCLE CORP | $2,678 | 0.0% | +0% | 59.4 |
| 212 | — | VANECK SEMICONDUCTOR ETF - ETF | $2,632 | 0.0% | +0% | — |
| 213 | — | PT SARANA MENARA N ORDF - Equity | $2,545 | 0.0% | +0% | — |
| 214 |  $SYF | Synchrony Financial | $2,434 | 0.0% | +0% | 64 |
| 215 |  $LULU | lululemon athletica inc. | $2,284 | 0.0% | +0% | 67.7 |
| 216 |  $APLD | Applied Digital Corp. | $2,238 | 0.0% | +0% | 35.8 |
| 217 |  $HPQ | HP INC | $2,194 | 0.0% | +0% | 59.3 |
| 218 |  $DAL | DELTA AIR LINES, INC. | $2,136 | 0.0% | +0% | 57.5 |
| 219 |  $NOK | NOKIA CORP | $1,992 | 0.0% | +0% | — |
| 220 | — | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF - ETF | $1,987 | 0.0% | +0% | — |
| 221 |  $ATI | ATI INC | $1,971 | 0.0% | +0% | 63.1 |
| 222 |  $NVO | NOVO NORDISK A S | $1,870 | 0.0% | +0% | — |
| 223 |  $FIG | Figma, Inc. | $1,809 | 0.0% | +0% | 43.9 |
| 224 |  $HOOD | Robinhood Markets, Inc. | $1,705 | 0.0% | +0% | 82.1 |
| 225 |  $ABNB | Airbnb, Inc. | $1,574 | 0.0% | +0% | 71 |
| 226 |  $C | CITIGROUP INC | $1,400 | 0.0% | +0% | 65 |
| 227 |  $KMB | KIMBERLY CLARK CORP | $1,325 | 0.0% | +0% | 58.7 |
| 228 |  $BLDP | Ballard Power Systems Inc. | $1,264 | 0.0% | +0% | — |
| 229 |  $ENPH | Enphase Energy, Inc. | $1,231 | 0.0% | +0% | 42.9 |
| 230 |  $BILL | BILL Holdings, Inc. | $1,229 | 0.0% | +0% | 56 |
| 231 |  $KLAR | Klarna Group plc | $1,174 | 0.0% | +0% | — |
| 232 |  $IBIT | iShares Bitcoin Trust ETF | $1,099 | 0.0% | +0% | — |
| 233 |  $JOBY | Joby Aviation, Inc. | $1,088 | 0.0% | +0% | 29 |
| 234 |  $SCCO | SOUTHERN COPPER CORP/ | $1,046 | 0.0% | +0% | 83.1 |
| 235 |  $VSNT | Versant Media Group, Inc. | $1,044 | 0.0% | +0% | 61 |
| 236 | — | BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS - Equity | $927 | 0.0% | NEW | — |
| 237 |  $OBE | OBSIDIAN ENERGY LTD. | $911 | 0.0% | +0% | — |
| 238 |  $GEN | Gen Digital Inc. | $821 | 0.0% | +0% | 74 |
| 239 |  $EA | ELECTRONIC ARTS INC. | $820 | 0.0% | +0% | 62.9 |
| 240 |  $BNT | Brookfield Wealth Solutions Ltd. | $768 | 0.0% | +0% | — |
| 241 |  $PRGO | PERRIGO Co plc | $738 | 0.0% | +0% | — |
| 242 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $642 | 0.0% | +0% | 63.9 |
| 243 |  $EVO | Evotec SE | $638 | 0.0% | +0% | — |
| 244 |  $PINS | PINTEREST, INC. | $631 | 0.0% | +0% | 63.3 |
| 245 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $598 | 0.0% | +0% | 44.6 |
| 246 |  $RTX | RTX Corp | $596 | 0.0% | +0% | 73.2 |
| 247 | — | VANGUARD REAL ESTATE INDEX FUND ETF SHARES - ETF | $579 | 0.0% | +0% | — |
| 248 |  $SIRI | SIRIUS XM HOLDINGS INC. | $561 | 0.0% | +0% | 61.5 |
| 249 |  $VTRS | Viatris Inc | $556 | 0.0% | +0% | 45.4 |
| 250 |  $TDC | TERADATA CORP /DE/ | $554 | 0.0% | +0% | 63.6 |
| 251 |  $RDDT | Reddit, Inc. | $521 | 0.0% | +0% | 79.8 |
| 252 |  $TLRY | Tilray Brands, Inc. | $516 | 0.0% | +15% | 29.9 |
| 253 | — | DIVERSIFIED RTY CORP F - Equity | $491 | 0.0% | +0% | — |
| 254 |  $KEY | KEYCORP /NEW/ | $484 | 0.0% | +0% | 70.8 |
| 255 |  $ROKU | ROKU, INC | $414 | 0.0% | +0% | 66.7 |
| 256 | — | POINTSBET HLDGS LT ORDF - Equity | $414 | 0.0% | +0% | — |
| 257 | — | PUMA SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS - Equity | $374 | 0.0% | +0% | — |
| 258 |  $NATL | NCR Atleos Corp | $347 | 0.0% | +0% | 51.5 |
| 259 |  $CRSP | CRISPR Therapeutics AG | $273 | 0.0% | +0% | 9.7 |
| 260 |  $COTY | COTY INC. | $253 | 0.0% | +0% | 38.7 |
| 261 | — | PROTHENA CORP PLC F - Equity | $215 | 0.0% | +0% | — |
| 262 |  $ONDS | Ondas Inc. | $214 | 0.0% | +0% | 56.4 |
| 263 |  $BBAI | BigBear.ai Holdings, Inc. | $184 | 0.0% | NEW | 17.6 |
| 264 |  $KSCP | Knightscope, Inc. | $171 | 0.0% | +0% | — |
| 265 |  $MDT | Medtronic plc | $156 | 0.0% | +0% | 68.7 |
| 266 |  $KD | Kyndryl Holdings, Inc. | $136 | 0.0% | +0% | 50.1 |
| 267 |  $SSNC | SS&C Technologies Holdings Inc | $134 | 0.0% | +0% | 68.2 |
| 268 |  $SERV | Serve Robotics Inc. /DE/ | $132 | 0.0% | +0% | 24.1 |
| 269 |  $VYX | NCR Voyix Corp | $131 | 0.0% | +0% | 41.5 |
| 270 |  $ACHR | Archer Aviation Inc. | $123 | 0.0% | +0% | 24.2 |
| 271 |  $SMR | NUSCALE POWER Corp | $120 | 0.0% | +0% | 7.9 |
| 272 |  $CDXS | CODEXIS, INC. | $113 | 0.0% | +0% | 28.9 |
| 273 |  $BABA | Alibaba Group Holding Ltd | $96 | 0.0% | +0% | — |
| 274 |  $ACCO | ACCO BRANDS Corp | $96 | 0.0% | +0% | 41.9 |
| 275 |  $RMCF | Rocky Mountain Chocolate Factory, Inc. | $93 | 0.0% | +0% | 15.7 |
| 276 |  $BURU | Nuburu, Inc. | $77 | 0.0% | +50% | — |
| 277 |  $NIO | NIO Inc. | $76 | 0.0% | +0% | — |
| 278 |  $GEVO | Gevo, Inc. | $75 | 0.0% | +0% | 31.3 |
| 279 |  $SWBI | SMITH & WESSON BRANDS, INC. | $75 | 0.0% | +0% | 54.4 |
| 280 |  $OPTT | Ocean Power Technologies, Inc. | $71 | 0.0% | +0% | 4.1 |
| 281 |  $DXC | DXC Technology Co | $71 | 0.0% | +0% | 54.8 |
| 282 | — | PLANET 13 HLDGS INC NEV - Equity | $67 | 0.0% | +0% | — |
| 283 |  $ABAT | AMERICAN BATTERY TECHNOLOGY Co | $51 | 0.0% | +0% | — |
| 284 |  $AROC | Archrock, Inc. | $41 | 0.0% | +0% | 72 |
| 285 |  $APA | APA Corp | $33 | 0.0% | +0% | — |
| 286 |  $CHPT | ChargePoint Holdings, Inc. | $30 | 0.0% | +0% | 23 |
| 287 | — | IDAHO COPPER CORP - Equity | $18 | 0.0% | +0% | — |
| 288 | — | GECKOSYSTEMS INTL CORP - Equity | $13 | 0.0% | +0% | — |
| 289 |  $AOUT | American Outdoor Brands, Inc. | $12 | 0.0% | +0% | 38.3 |
| 290 | — | CANNABIX TECHNOLOGIES F - Equity | $11 | 0.0% | +0% | — |
| 291 |  $ZSPC | zSpace, Inc. | $4 | 0.0% | -96% | 6.9 |
| 292 |  $SKYE | Skye Bioscience, Inc. | $1 | 0.0% | +0% | — |
| 293 | — | NEOMAGIC CORP - Equity | $1 | 0.0% | +0% | — |
| 294 | — | CHARLOTTES WEB HLDGS I F - Equity | $1 | 0.0% | +0% | — |
| 295 | — | FORU HLDGS INC - Equity | $0 | 0.0% | +0% | — |
New Positions (9)
VANGUARD CORE BOND ETF - ETF$2.9M
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF - ETF$248,593
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$103,090$HON HONEYWELL INTERNATIONAL INC$22,390$HONA Honeywell Aerospace Inc.$22,108 ROUNDHILL MEMORY ETF - ETF$14,770
$IREN IREN Ltd$11,433 BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS - Equity$927
$BBAI BigBear.ai Holdings, Inc.$184Exited Positions (12)
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