Ridgewood Investments LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1703556
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$267.2M
Holdings
208
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ridgewood Investments LLC disclosed 208 positions worth $267.2M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 8.7% of the equity portfolio, followed by $GOOG. During the quarter the fund opened 13 new positions and exited 13 and a full exit from $LRCX. The portfolio is most concentrated in Other (27.6% of disclosed assets). All figures are sourced directly from Ridgewood Investments LLC’s Form 13F-HR filing with the SEC under CIK 1703556.
AI Fund Analysis
Diversifying
$BRK-A8.7% weight
Held 9 quarters
$GOOG3.4% weight
Held 9 quarters
ISHARES TR - 0-3 MNTH TREA
2.2% weight
Held 8 quarters
VANGUARD INDEX FDS - S&P 5
1.8% weight
Held 9 quarters
$META1.7% weight
Held 9 quarters
VANGUARD BD INDEX FDS - IN
8 quarters accumulating
VANGUARD SPECIALIZED FUNDS
8 quarters accumulating
DIMENSIONAL ETF TRUST - US
8 quarters accumulating
$CSX8 quarters accumulating
$TJX8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 73.8#126
Quality
$23.4M46,686 sh - 78.2#57
Quality
$9.2M25,632 sh ISHARES TR - 0-3 MNTH TREASRY
—Quality
$5.9M59,037 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$4.8M6,984 sh- 79.6
Quality
$4.6M59,535 sh - 78.2
Quality
$4.4M12,464 sh SPDR SERIES TRUST - STATE STREET SPD
—Quality
$4.3M138,864 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$4.2M51,848 sh- 58.1
Quality
$4.1M26,088 sh ISHARES TR - TRUST ISHARE 0-1
—Quality
$4.0M36,318 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $23.4M | 46,686 |
| Alphabet Inc.$GOOG | 78.2#57 | $9.2M | 25,632 |
| ISHARES TR - 0-3 MNTH TREASRY | — | $5.9M | 59,037 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $4.8M | 6,984 |
| Meta Platforms, Inc.$META | 79.6 | $4.6M | 59,535 |
 Alphabet Inc.$GOOGL | 78.2 | $4.4M | 12,464 |
| SPDR SERIES TRUST - STATE STREET SPD | — | $4.3M | 138,864 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $4.2M | 51,848 |
 DOVER Corp$DOV | 58.1 | $4.1M | 26,088 |
| ISHARES TR - TRUST ISHARE 0-1 | — | $4.0M | 36,318 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ridgewood Investments LLC's 208 positions.
Showing top 10 of 208 holdings.
Sector Allocation
Other
$73.8M
Technology
$60.7M
Financials
$51.3M
Industrials
$23.4M
Healthcare
$19.3M
Consumer Discretionary
$14.3M
Consumer Staples
$7.6M
Materials
$7.0M
Full Holdings — Ridgewood Investments LLC (Q2 2026)
All 208 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 | $BRK.B | BERKSHIRE HATHAWAY INC | $23.4M | 8.7% | -3% | 73.8 |
| 2 | $GOOG | Alphabet Inc. | $9.2M | 3.4% | -4% | 78.2 |
| 3 | — | ISHARES TR - 0-3 MNTH TREASRY | $5.9M | 2.2% | -6% | — |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.8M | 1.8% | +2% | — |
| 5 | $META | Meta Platforms, Inc. | $4.6M | 1.7% | -14% | 79.6 |
| 6 | $GOOGL | Alphabet Inc. | $4.4M | 1.6% | -3% | 78.2 |
| 7 | — | SPDR SERIES TRUST - STATE STREET SPD | $4.3M | 1.6% | +10% | — |
| 8 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.2M | 1.6% | +312% | — |
| 9 | $DOV | DOVER Corp | $4.1M | 1.5% | -2% | 58.1 |
| 10 | — | ISHARES TR - TRUST ISHARE 0-1 | $4.0M | 1.5% | -3% | — |
| 11 | — | VANGUARD INDEX FDS - SMALL CP ETF | $4.0M | 1.5% | +3% | — |
| 12 |  $MKL | MARKEL GROUP INC. | $3.7M | 1.4% | -1% | 60.2 |
| 13 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.4M | 1.3% | +2% | — |
| 14 | $META | Meta Platforms, Inc. | $3.2M | 1.2% | +5% | 79.6 |
| 15 |  $MSFT | MICROSOFT CORP | $2.9M | 1.1% | +17% | 79.8 |
| 16 |  $NVDA | NVIDIA CORP | $2.9M | 1.1% | +58% | 85.9 |
| 17 |  $TXN | TEXAS INSTRUMENTS INC | $2.8M | 1.0% | -28% | 73.4 |
| 18 |  $QCOM | QUALCOMM INC/DE | $2.6M | 1.0% | -23% | 70.5 |
| 19 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $2.5M | 0.9% | +3% | — |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.9% | -0% | — |
| 21 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $2.4M | 0.9% | +17% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.3M | 0.9% | -4% | — |
| 23 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.3M | 0.9% | -5% | 70.4 |
| 24 |  $MDT | Medtronic plc | $2.3M | 0.9% | +15% | 68.7 |
| 25 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $2.3M | 0.8% | +39% | — |
| 26 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.3M | 0.8% | +6% | — |
| 27 |  $TROW | PRICE T ROWE GROUP INC | $2.2M | 0.8% | -14% | 69 |
| 28 |  $AMZN | AMAZON COM INC | $2.2M | 0.8% | -3% | 68.7 |
| 29 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $2.2M | 0.8% | -0% | — |
| 30 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $2.1M | 0.8% | -4% | — |
| 31 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $2.0M | 0.8% | +19% | 71.1 |
| 32 |  $HSIC | HENRY SCHEIN INC | $2.0M | 0.8% | -5% | 58.8 |
| 33 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.0M | 0.7% | -26% | — |
| 34 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $2.0M | 0.7% | +6% | — |
| 35 |  $PEP | PEPSICO INC | $1.9M | 0.7% | +0% | 63.4 |
| 36 | — | ISHARES TR - ISHS 1-5YR INVS | $1.9M | 0.7% | -3% | — |
| 37 |  $HCI | HCI Group, Inc. | $1.8M | 0.7% | -0% | 75 |
| 38 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $1.8M | 0.7% | +6% | — |
| 39 |  $UPS | UNITED PARCEL SERVICE INC | $1.8M | 0.7% | +6% | 58.6 |
| 40 |  $CARR | CARRIER GLOBAL Corp | $1.8M | 0.7% | +13% | 56.6 |
| 41 |  $KMB | KIMBERLY CLARK CORP | $1.8M | 0.7% | +23% | 58.7 |
| 42 |  $SNPS | SYNOPSYS INC | $1.7M | 0.7% | +51% | 67.9 |
| 43 |  $UTHR | UNITED THERAPEUTICS Corp | $1.7M | 0.7% | +0% | 71.3 |
| 44 |  $AX | Axos Financial, Inc. | $1.7M | 0.7% | -1% | 60.3 |
| 45 |  $IVZ | Invesco Ltd. | $1.7M | 0.6% | +0% | — |
| 46 |  $ADM | Archer-Daniels-Midland Co | $1.6M | 0.6% | -2% | 50.7 |
| 47 |  $ORCL | ORACLE CORP | $1.6M | 0.6% | -8% | 66.2 |
| 48 |  $LOW | LOWES COMPANIES INC | $1.6M | 0.6% | +48% | 60.8 |
| 49 |  $OTIS | Otis Worldwide Corp | $1.6M | 0.6% | +27% | 61.3 |
| 50 |  $PGR | PROGRESSIVE CORP/OH/ | $1.5M | 0.6% | +29% | 80.1 |
| 51 |  $OTEX | OPEN TEXT CORP | $1.5M | 0.6% | +42% | 51.8 |
| 52 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $1.5M | 0.6% | NEW | — |
| 53 |  $JD | JD.com, Inc. | $1.5M | 0.6% | +9% | — |
| 54 |  $BABA | Alibaba Group Holding Ltd | $1.4M | 0.5% | +342% | — |
| 55 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.4M | 0.5% | +28% | 66.2 |
| 56 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.4M | 0.5% | -4% | — |
| 57 |  $HPE | Hewlett Packard Enterprise Co | $1.4M | 0.5% | -35% | 70.5 |
| 58 |  $HUM | HUMANA INC | $1.4M | 0.5% | -26% | 58.9 |
| 59 |  $DIS | Walt Disney Co | $1.3M | 0.5% | +7% | 60.1 |
| 60 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.3M | 0.5% | +7% | 58.7 |
| 61 |  $UMC | UNITED MICROELECTRONICS CORP | $1.3M | 0.5% | -3% | — |
| 62 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.5% | -36% | 72.3 |
| 63 |  $CNH | CNH Industrial N.V. | $1.3M | 0.5% | -22% | — |
| 64 |  $CDW | CDW Corp | $1.3M | 0.5% | -2% | 55.5 |
| 65 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $1.3M | 0.5% | NEW | 55.2 |
| 66 |  $NTES | NetEase, Inc. | $1.2M | 0.5% | +18% | — |
| 67 |  $PAYX | PAYCHEX INC | $1.2M | 0.5% | +82% | 74.6 |
| 68 |  $MMM | 3M CO | $1.2M | 0.5% | -1% | 64.9 |
| 69 |  $MRK | Merck & Co., Inc. | $1.2M | 0.5% | -12% | 59.9 |
| 70 |  $FBIN | Fortune Brands Innovations, Inc. | $1.2M | 0.5% | +53% | 49.2 |
| 71 |  $MOS | MOSAIC CO | $1.2M | 0.4% | +213% | 39.2 |
| 72 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $1.2M | 0.4% | -32% | 50.2 |
| 73 |  $OZK | Bank OZK | $1.2M | 0.4% | +0% | — |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $1.2M | 0.4% | -26% | 62.7 |
| 75 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $1.1M | 0.4% | -1% | — |
| 76 |  $ADI | ANALOG DEVICES INC | $1.1M | 0.4% | -6% | 79.2 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.4% | -20% | 70.3 |
| 78 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $1.1M | 0.4% | NEW | — |
| 79 |  $SWK | STANLEY BLACK & DECKER, INC. | $1.1M | 0.4% | +15% | 58.7 |
| 80 |  $CLX | CLOROX CO /DE/ | $1.1M | 0.4% | -33% | 54.1 |
| 81 |  $CRM | Salesforce, Inc. | $1.1M | 0.4% | +59% | 77 |
| 82 |  $HD | HOME DEPOT, INC. | $1.1M | 0.4% | +31% | 60.3 |
| 83 |  $MCHP | MICROCHIP TECHNOLOGY INC | $1.1M | 0.4% | -63% | 52.9 |
| 84 |  $STM | STMicroelectronics N.V. | $1.0M | 0.4% | -30% | — |
| 85 |  $NVO | NOVO NORDISK A S | $1.0M | 0.4% | -13% | — |
| 86 |  $SAP | SAP SE | $1.0M | 0.4% | +1% | — |
| 87 | — | ISHARES TR - MSCI USA MIN VOL | $1.0M | 0.4% | -1% | — |
| 88 |  $RICK | RCI HOSPITALITY HOLDINGS, INC. | $1.0M | 0.4% | +0% | 41.2 |
| 89 |  $MKC | MCCORMICK & CO INC | $1.0M | 0.4% | +99% | 67.6 |
| 90 |  $TCBK | TRICO BANCSHARES / | $1.0M | 0.4% | -2% | 50.8 |
| 91 |  $KDP | Keurig Dr Pepper Inc. | $999,214 | 0.4% | +29% | 64.6 |
| 92 |  $EOG | EOG RESOURCES INC | $988,672 | 0.4% | -12% | 71.9 |
| 93 |  $GGG | GRACO INC | $981,869 | 0.4% | -5% | 63.4 |
| 94 |  $ADP | AUTOMATIC DATA PROCESSING INC | $978,885 | 0.4% | +38% | 69.8 |
| 95 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $973,111 | 0.4% | -26% | — |
| 96 |  $LEN | LENNAR CORP /NEW/ | $966,976 | 0.4% | +16% | 47.2 |
| 97 | — | ISHARES TR - 0-5 YR TIPS ETF | $952,159 | 0.4% | -34% | — |
| 98 |  $NEWT | NewtekOne, Inc. | $922,441 | 0.3% | -0% | 62.2 |
| 99 |  $AFL | AFLAC INC | $911,971 | 0.3% | -3% | 61.3 |
| 100 | — | ISHARES TR - CONV BD ETF | $909,065 | 0.3% | -38% | — |
| 101 |  $JNJ | JOHNSON & JOHNSON | $903,625 | 0.3% | +0% | 69 |
| 102 |  $AXP | AMERICAN EXPRESS CO | $895,371 | 0.3% | +0% | 69.4 |
| 103 |  $TSLA | Tesla, Inc. | $882,475 | 0.3% | +3% | 53.9 |
| 104 |  $PFE | PFIZER INC | $822,838 | 0.3% | -12% | 62 |
| 105 | — | ISHARES TR - CRE U S REIT ETF | $817,433 | 0.3% | +24% | — |
| 106 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $815,136 | 0.3% | -2% | — |
| 107 | — | ISHARES TR - MRGSTR MD CP GRW | $814,121 | 0.3% | +0% | — |
| 108 |  $BIDU | Baidu, Inc. | $811,459 | 0.3% | -12% | 27 |
| 109 |  $AVGO | Broadcom Inc. | $808,385 | 0.3% | -24% | 84.5 |
| 110 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $807,780 | 0.3% | +6% | — |
| 111 |  $APD | Air Products & Chemicals, Inc. | $805,659 | 0.3% | -14% | 46.4 |
| 112 |  $WTRG | Essential Utilities, Inc. | $801,445 | 0.3% | +96% | 68.1 |
| 113 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $774,452 | 0.3% | +174% | 70 |
| 114 |  $TGT | TARGET CORP | $772,819 | 0.3% | -56% | 60.7 |
| 115 |  $AOS | SMITH A O CORP | $751,511 | 0.3% | +44% | 60 |
| 116 |  $ABT | ABBOTT LABORATORIES | $740,824 | 0.3% | NEW | 65.5 |
| 117 |  $INTU | INTUIT INC. | $736,020 | 0.3% | +39% | 79.3 |
| 118 |  $ABM | ABM INDUSTRIES INC /DE/ | $735,534 | 0.3% | +31% | 56.1 |
| 119 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $728,893 | 0.3% | -2% | 66.4 |
| 120 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $724,361 | 0.3% | -2% | — |
| 121 |  $KLAC | KLA CORP | $724,104 | 0.3% | +687% | 78.6 |
| 122 |  $ZTS | Zoetis Inc. | $722,912 | 0.3% | +111% | 68.6 |
| 123 |  $XOM.R34088 | EXXON MOBIL CORP | $684,420 | 0.3% | -30% | 57.9 |
| 124 |  $AAPL | Apple Inc. | $677,168 | 0.3% | -6% | 76.4 |
| 125 |  $AES | AES CORP | $669,390 | 0.3% | -33% | 58.6 |
| 126 |  $C | CITIGROUP INC | $649,939 | 0.2% | -8% | 65 |
| 127 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $648,748 | 0.2% | -7% | — |
| 128 |  $NFLX | NETFLIX INC | $644,956 | 0.2% | -13% | 78.8 |
| 129 |  $CME | CME GROUP INC. | $639,745 | 0.2% | -2% | 69.5 |
| 130 |  $MIDD | MIDDLEBY Corp | $625,256 | 0.2% | -25% | 40.6 |
| 131 |  $AMT | AMERICAN TOWER CORP /MA/ | $592,571 | 0.2% | +0% | 66.3 |
| 132 |  $JJSF | J&J SNACK FOODS CORP | $574,159 | 0.2% | -2% | 45.5 |
| 133 |  $GLD | SPDR GOLD TRUST | $563,990 | 0.2% | +1% | — |
| 134 |  $SLB | SLB LIMITED/NV | $552,348 | 0.2% | -23% | 57.9 |
| 135 |  $IBIT | iShares Bitcoin Trust ETF | $551,981 | 0.2% | -20% | — |
| 136 |  $BHP | BHP Group Ltd | $548,930 | 0.2% | -33% | — |
| 137 | $IVZ | Invesco Ltd. | $541,179 | 0.2% | +11% | — |
| 138 |  $LLY | ELI LILLY & Co | $533,746 | 0.2% | -9% | 87.5 |
| 139 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $532,973 | 0.2% | +6% | — |
| 140 |  $DHX | DHI GROUP, INC. | $532,378 | 0.2% | +0% | 42.9 |
| 141 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $525,131 | 0.2% | +0% | — |
| 142 |  $STT | STATE STREET CORP | $513,888 | 0.2% | -56% | 71.5 |
| 143 |  $KMI | KINDER MORGAN, INC. | $508,835 | 0.2% | -9% | 71.3 |
| 144 |  $CL | COLGATE PALMOLIVE CO | $506,440 | 0.2% | -11% | 61.3 |
| 145 |  $ACU | ACME UNITED CORP | $492,900 | 0.2% | -9% | 44.4 |
| 146 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $488,432 | 0.2% | +11% | 59.3 |
| 147 | — | DIMENSIONAL ETF TRUST - US EQUITY MARKET | $476,383 | 0.2% | +0% | — |
| 148 |  $SCHW | SCHWAB CHARLES CORP | $474,729 | 0.2% | +0% | 79.4 |
| 149 | — | ISHARES TR - IBOXX INV CP ETF | $468,456 | 0.2% | -21% | — |
| 150 |  $L | LOEWS CORP | $464,168 | 0.2% | -1% | 65.1 |
| 151 |  $LMT | LOCKHEED MARTIN CORP | $461,061 | 0.2% | +0% | 65.6 |
| 152 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $452,204 | 0.2% | +0% | — |
| 153 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $431,671 | 0.2% | +0% | — |
| 154 |  $CVX | CHEVRON CORP | $425,672 | 0.2% | -20% | 62.8 |
| 155 |  $SYY | SYSCO CORP | $423,583 | 0.2% | NEW | 54.7 |
| 156 |  $PM | Philip Morris International Inc. | $416,937 | 0.2% | +0% | 75.9 |
| 157 |  $HTO | H2O AMERICA | $410,988 | 0.1% | -34% | 59.8 |
| 158 |  $VALE | Vale S.A. | $399,868 | 0.1% | -14% | — |
| 159 |  $INTC | INTEL CORP | $392,500 | 0.1% | NEW | 45.6 |
| 160 |  $SHOP | SHOPIFY INC. | $391,181 | 0.1% | +20% | 64.9 |
| 161 |  $AON | Aon plc | $388,409 | 0.1% | +0% | — |
| 162 |  $EZPW | EZCORP INC | $380,270 | 0.1% | +0% | 63.4 |
| 163 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $379,295 | 0.1% | +1% | — |
| 164 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $377,368 | 0.1% | +0% | — |
| 165 |  $ADBE | ADOBE INC. | $374,572 | 0.1% | -12% | 77.6 |
| 166 |  $SPOT | Spotify Technology S.A. | $370,977 | 0.1% | +0% | — |
| 167 |  $SMG | SCOTTS MIRACLE-GRO CO | $369,974 | 0.1% | NEW | 45.8 |
| 168 |  $PYPL | PayPal Holdings, Inc. | $356,710 | 0.1% | -6% | 64.1 |
| 169 |  $EBAY | EBAY INC | $354,583 | 0.1% | +0% | 66.4 |
| 170 | $CSX | CSX CORP | $351,912 | 0.1% | +0% | 65.2 |
| 171 |  $BDX | BECTON DICKINSON & CO | $350,329 | 0.1% | +58% | 59 |
| 172 |  $TRU | TransUnion | $350,240 | 0.1% | NEW | 65.6 |
| 173 |  $WSR | Whitestone REIT | $341,280 | 0.1% | +0% | 58.8 |
| 174 | $TJX | TJX COMPANIES INC /DE/ | $341,266 | 0.1% | +0% | 68.7 |
| 175 | $IVZ | Invesco Ltd. | $340,622 | 0.1% | -10% | — |
| 176 |  $GILD | GILEAD SCIENCES, INC. | $336,822 | 0.1% | +0% | 57.4 |
| 177 | — | ISHARES TR - CMBS ETF | $336,026 | 0.1% | +0% | — |
| 178 |  $RPM | RPM INTERNATIONAL INC/DE/ | $332,339 | 0.1% | +33% | 59.6 |
| 179 |  $SLS | SELLAS Life Sciences Group, Inc. | $332,100 | 0.1% | NEW | — |
| 180 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $327,833 | 0.1% | +0% | — |
| 181 |  $CB | Chubb Ltd | $321,318 | 0.1% | -30% | — |
| 182 |  $YUMC | Yum China Holdings, Inc. | $316,170 | 0.1% | +0% | 61.2 |
| 183 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $313,399 | 0.1% | +400% | — |
| 184 | — | SPDR SERIES TRUST - STATE STREET SPD | $313,065 | 0.1% | -12% | — |
| 185 |  $TSN | TYSON FOODS, INC. | $312,929 | 0.1% | -0% | 57.8 |
| 186 |  $NDAQ | NASDAQ, INC. | $307,556 | 0.1% | -2% | 76.7 |
| 187 |  $ATR | APTARGROUP, INC. | $305,958 | 0.1% | -4% | 57.5 |
| 188 |  $RBA | RB GLOBAL INC. | $286,985 | 0.1% | +0% | 67.3 |
| 189 | — | ISHARES TR - RUSSELL 3000 ETF | $280,571 | 0.1% | +0% | — |
| 190 |  $SPG | SIMON PROPERTY GROUP INC. | $276,879 | 0.1% | +0% | 76.7 |
| 191 |  $MELI | MERCADOLIBRE INC | $275,402 | 0.1% | +15% | 80.2 |
| 192 | — | ISHARES TR - 7-10 YR TRSY BD | $275,293 | 0.1% | -13% | — |
| 193 |  $U | Unity Software Inc. | $275,140 | 0.1% | -13% | 38.9 |
| 194 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $273,783 | 0.1% | -36% | 54.3 |
| 195 |  $HUBS | HUBSPOT INC | $269,385 | 0.1% | +0% | 70.4 |
| 196 |  $HGBL | Heritage Global Inc. | $268,820 | 0.1% | -6% | 30.5 |
| 197 |  $BA | BOEING CO | $261,063 | 0.1% | +0% | 61.6 |
| 198 |  $GRSD | GRANDSTAND Ltd | $256,500 | 0.1% | +59% | — |
| 199 |  $SE | Sea Ltd | $244,558 | 0.1% | +0% | — |
| 200 |  $WAT | WATERS CORP /DE/ | $239,276 | 0.1% | NEW | 60.4 |
| 201 |  $DEO | DIAGEO PLC | $231,977 | 0.1% | -17% | — |
| 202 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $231,249 | 0.1% | +0% | — |
| 203 |  $BAC | BANK OF AMERICA CORP /DE/ | $230,826 | 0.1% | -2% | 67.6 |
| 204 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $218,765 | 0.1% | +4% | — |
| 205 |  $KBH | KB HOME | $212,243 | 0.1% | NEW | 46.6 |
| 206 |  $NTR | Nutrien Ltd. | $210,694 | 0.1% | -4% | — |
| 207 |  $USPH | U S PHYSICAL THERAPY INC /NV | $208,787 | 0.1% | NEW | 55.9 |
| 208 |  $COST | COSTCO WHOLESALE CORP /NEW | $202,062 | 0.1% | NEW | 66.2 |
New Positions (13)
VANGUARD BD INDEX FDS - TOTAL BND MRKT$1.5M
$TSCO TRACTOR SUPPLY CO /DE/$1.3M SCHWAB STRATEGIC TR - US TIPS ETF$1.1M
$ABT ABBOTT LABORATORIES$740,824$SYY SYSCO CORP$423,583$INTC INTEL CORP$392,500$SMG SCOTTS MIRACLE-GRO CO$369,974$TRU TransUnion$350,240$SLS SELLAS Life Sciences Group, Inc.$332,100$WAT WATERS CORP /DE/$239,276$KBH KB HOME$212,243$USPH U S PHYSICAL THERAPY INC /NV$208,787$COST COSTCO WHOLESALE CORP /NEW$202,062Exited Positions (13)
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