Robinswood Financial LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2139748
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$348.9M
Holdings
435
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Robinswood Financial LLC disclosed 435 positions worth $348.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 267 new positions and exited 26 and a full exit from $PYPL. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from Robinswood Financial LLC’s Form 13F-HR filing with the SEC under CIK 2139748.
AI Fund Analysis
DiversifyingVANGUARD MORTGAGE-BACKEDSE
4.7% weight
Held 12 quarters
DIMENSIONAL IN
3.9% weight
Held 12 quarters
DIMENSIONAL IN
2.9% weight
Held 12 quarters
ISHARES CORE IN
2.1% weight
Held 12 quarters
STATE STREET SPDR PO
1.8% weight
Held 12 quarters
DIMENSIONAL US MA
11 quarters accumulating
DIMENSIONAL U.S. TA
11 quarters accumulating
$CVX10 quarters accumulating
ISHARES S&P SMALL-CAP 60
10 quarters accumulating
VANGUARD IN
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$21.9M59,919 shVANGUARD VALUE INDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$21.4M98,042 shVANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$20.1M82,608 shISHARES MSCI EAFE GROWTHETF - UIT EXCHANGE TRADED
—Quality
$19.1M153,573 shVANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$18.9M317,066 shVANGUARD GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$16.8M195,103 shSCHWAB SHORT-TERM U.S. TREASURY ETF - UIT EXCHANGE TRADED
—Quality
$16.5M682,357 shVANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES - UIT EXCHANGE TRADED
—Quality
$16.4M350,470 shISHARES CORE U.S. AGGREGATE BOND ETF - UIT EXCHANGE TRADED
—Quality
$16.2M163,669 shAVANTIS INTERNATIONAL SMALL CAP VALUE ETF - UIT EXCHANGE TRADED
—Quality
$14.8M143,954 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $21.9M | 59,919 |
| VANGUARD VALUE INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $21.4M | 98,042 |
| VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $20.1M | 82,608 |
| ISHARES MSCI EAFE GROWTHETF - UIT EXCHANGE TRADED | — | $19.1M | 153,573 |
| VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $18.9M | 317,066 |
| VANGUARD GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $16.8M | 195,103 |
| SCHWAB SHORT-TERM U.S. TREASURY ETF - UIT EXCHANGE TRADED | — | $16.5M | 682,357 |
| VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | — | $16.4M | 350,470 |
| ISHARES CORE U.S. AGGREGATE BOND ETF - UIT EXCHANGE TRADED | — | $16.2M | 163,669 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - UIT EXCHANGE TRADED | — | $14.8M | 143,954 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Robinswood Financial LLC's 435 positions.
Showing top 10 of 435 holdings.
Sector Allocation
Other
$310.7M
Technology
$19.6M
Financials
$7.8M
Consumer Discretionary
$4.7M
Industrials
$2.4M
Healthcare
$1.3M
Energy
$1.2M
Consumer Staples
$481,775
Top Holdings — Robinswood Financial LLC (Q2 2026)
Top 150 of 435 disclosed positions (by reported value) 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 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $21.9M | 6.3% | NEW | — |
| 2 | — | VANGUARD VALUE INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $21.4M | 6.1% | NEW | — |
| 3 | — | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $20.1M | 5.8% | NEW | — |
| 4 | — | ISHARES MSCI EAFE GROWTHETF - UIT EXCHANGE TRADED | $19.1M | 5.5% | NEW | — |
| 5 | — | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $18.9M | 5.4% | NEW | — |
| 6 | — | VANGUARD GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $16.8M | 4.8% | NEW | — |
| 7 | — | SCHWAB SHORT-TERM U.S. TREASURY ETF - UIT EXCHANGE TRADED | $16.5M | 4.7% | NEW | — |
| 8 | — | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $16.4M | 4.7% | +5% | — |
| 9 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - UIT EXCHANGE TRADED | $16.2M | 4.6% | NEW | — |
| 10 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - UIT EXCHANGE TRADED | $14.8M | 4.3% | NEW | — |
| 11 | — | DIMENSIONAL INTERNATIONAL VALUE ETF - UIT EXCHANGE TRADED | $13.8M | 3.9% | +2% | — |
| 12 | — | ISHARES CORE S&P MID-CAPETF - UIT EXCHANGE TRADED | $13.3M | 3.8% | NEW | — |
| 13 | — | SCHWAB U.S. TIPS ETF - UIT EXCHANGE TRADED | $12.4M | 3.6% | NEW | — |
| 14 | — | DIMENSIONAL INTERNATIONAL SMALL CAP ETF - UIT EXCHANGE TRADED | $9.9M | 2.9% | +2% | — |
| 15 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET - UIT EXCHANGE TRADED | $8.9M | 2.5% | NEW | — |
| 16 |  $SNPS | SYNOPSYS INC | $7.9M | 2.3% | NEW | 67.9 |
| 17 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - UIT EXCHANGE TRADED | $7.4M | 2.1% | +4% | — |
| 18 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF - UIT EXCHANGE TRADED | $6.2M | 1.8% | +12% | — |
| 19 | — | ISHARES MSCI EAFE VALUE ETF - UIT EXCHANGE TRADED | $6.0M | 1.7% | NEW | — |
| 20 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $5.8M | 1.7% | NEW | — |
| 21 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - UIT EXCHANGE TRADED | $5.8M | 1.7% | +12% | — |
| 22 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - UIT EXCHANGE TRADED | $5.6M | 1.6% | NEW | — |
| 23 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF - UIT EXCHANGE TRADED | $5.0M | 1.4% | NEW | — |
| 24 |  $MSFT | MICROSOFT CORP | $4.3M | 1.2% | NEW | 79.8 |
| 25 | — | INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF - UIT EXCHANGE TRADED | $3.7M | 1.1% | -1% | — |
| 26 | — | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES - UIT EXCHANGE TRADED | $3.2M | 0.9% | +3% | — |
| 27 |  $META | Meta Platforms, Inc. | $2.9M | 0.8% | NEW | 79.6 |
| 28 |  $AAPL | Apple Inc. | $2.4M | 0.7% | NEW | 76.4 |
| 29 | — | STATE STREET GLOBAL ALLOCATION ETF - UIT EXCHANGE TRADED | $2.4M | 0.7% | +3% | — |
| 30 |  $AMZN | AMAZON COM INC | $2.4M | 0.7% | NEW | 68.7 |
| 31 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $1.6M | 0.5% | NEW | — |
| 32 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 0.5% | -0% | 66.2 |
| 33 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.4% | NEW | 73.8 |
| 34 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - UIT EXCHANGE TRADED | $1.4M | 0.4% | -9% | — |
| 35 |  $IVZ | Invesco Ltd. | $1.1M | 0.3% | -24% | — |
| 36 |  $PCAR | PACCAR INC | $928,767 | 0.3% | NEW | 56.5 |
| 37 | $IVZ | Invesco Ltd. | $895,801 | 0.3% | -1% | — |
| 38 |  $GLD | SPDR GOLD TRUST | $869,008 | 0.3% | -0% | — |
| 39 |  $WT | WisdomTree, Inc. | $857,420 | 0.3% | +0% | 59.9 |
| 40 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $754,106 | 0.2% | NEW | — |
| 41 |  $TRV | TRAVELERS COMPANIES, INC. | $749,702 | 0.2% | NEW | 75.9 |
| 42 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - UIT EXCHANGE TRADED | $721,880 | 0.2% | +0% | — |
| 43 | — | ISHARES 0-5 YEAR TIPS BOND ETF - UIT EXCHANGE TRADED | $673,606 | 0.2% | +1% | — |
| 44 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $654,462 | 0.2% | NEW | — |
| 45 | — | SCHWAB EMERGING MARKETS EQUITY ETF - UIT EXCHANGE TRADED | $582,153 | 0.2% | NEW | — |
| 46 | — | VANGUARD S&P 500 ETF - UIT EXCHANGE TRADED | $568,600 | 0.2% | NEW | — |
| 47 | — | SCHWAB INTERNATIONAL EQUITY ETF - UIT EXCHANGE TRADED | $552,781 | 0.2% | NEW | — |
| 48 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - UIT EXCHANGE TRADED | $546,435 | 0.2% | +11% | — |
| 49 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - UIT EXCHANGE TRADED | $532,804 | 0.1% | +0% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $517,073 | 0.1% | NEW | 69 |
| 51 |  $NVDA | NVIDIA CORP | $512,304 | 0.1% | +3% | 85.9 |
| 52 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - UIT EXCHANGE TRADED | $488,004 | 0.1% | NEW | — |
| 53 |  $XOM.R34088 | EXXON MOBIL CORP | $483,662 | 0.1% | +6% | 57.9 |
| 54 |  $SPY | SPDR S&P 500 ETF TRUST | $481,645 | 0.1% | +3% | — |
| 55 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $467,667 | 0.1% | NEW | — |
| 56 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $406,574 | 0.1% | NEW | — |
| 57 |  $GOOG | Alphabet Inc. | $359,730 | 0.1% | -0% | 78.2 |
| 58 | — | AVANTIS US SMALL CAP VALUE ETF - UIT EXCHANGE TRADED | $358,997 | 0.1% | NEW | — |
| 59 |  $SBUX | STARBUCKS CORP | $341,834 | 0.1% | NEW | 58.2 |
| 60 | — | VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $341,236 | 0.1% | NEW | — |
| 61 | — | ISHARES RUSSELL 1000 GROWTH ETF - UIT EXCHANGE TRADED | $334,416 | 0.1% | NEW | — |
| 62 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - UIT EXCHANGE TRADED | $307,514 | 0.1% | +0% | — |
| 63 | — | SCHWAB U.S. SMALL-CAP ETF - UIT EXCHANGE TRADED | $297,700 | 0.1% | NEW | — |
| 64 | — | SCHWAB U.S. MID-CAP ETF - UIT EXCHANGE TRADED | $288,082 | 0.1% | NEW | — |
| 65 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - UIT EXCHANGE TRADED | $278,355 | 0.1% | +0% | — |
| 66 |  $RTX | RTX Corp | $274,567 | 0.1% | NEW | 73.2 |
| 67 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $261,478 | 0.1% | NEW | — |
| 68 |  $MS | MORGAN STANLEY | $254,287 | 0.1% | NEW | 75.8 |
| 69 | — | VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $244,885 | 0.1% | NEW | — |
| 70 |  $GAM | GENERAL AMERICAN INVESTORS CO INC | $244,322 | 0.1% | NEW | — |
| 71 | — | DIMENSIONAL U.S. SMALL CAP ETF - UIT EXCHANGE TRADED | $241,017 | 0.1% | +0% | — |
| 72 | — | SCHWAB U.S. BROAD MARKETETF - UIT EXCHANGE TRADED | $229,614 | 0.1% | NEW | — |
| 73 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $224,907 | 0.1% | NEW | 73.7 |
| 74 | — | VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $223,941 | 0.1% | NEW | — |
| 75 |  $PG | PROCTER & GAMBLE Co | $221,198 | 0.1% | NEW | 64.6 |
| 76 |  $MPC | Marathon Petroleum Corp | $212,844 | 0.1% | +0% | 61 |
| 77 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $207,779 | 0.1% | NEW | — |
| 78 | $META | Meta Platforms, Inc. | $196,190 | 0.1% | +0% | 79.6 |
| 79 | — | ISHARES MSCI EMERGING MARKETS ETF - UIT EXCHANGE TRADED | $189,435 | 0.1% | NEW | — |
| 80 |  $AVGO | Broadcom Inc. | $188,699 | 0.1% | -7% | 84.5 |
| 81 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - UIT EXCHANGE TRADED | $170,660 | 0.1% | +0% | — |
| 82 | — | ISHARES RUSSELL 1000 VALUE ETF - UIT EXCHANGE TRADED | $167,605 | 0.1% | NEW | — |
| 83 |  $UNP | UNION PACIFIC CORP | $166,219 | 0.1% | NEW | 69.7 |
| 84 | — | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND - UIT EXCHANGE TRADED | $165,039 | 0.1% | +106% | — |
| 85 |  $PEP | PEPSICO INC | $162,924 | 0.1% | NEW | 63.4 |
| 86 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $161,658 | 0.1% | NEW | — |
| 87 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN - UIT EXCHANGE TRADED | $148,023 | 0.0% | +1% | — |
| 88 |  $MMM | 3M CO | $146,326 | 0.0% | -6% | 64.9 |
| 89 | — | ISHARES CORE S&P 500 ETF - UIT EXCHANGE TRADED | $146,061 | 0.0% | NEW | — |
| 90 | — | VANECK SEMICONDUCTOR ETF - UIT EXCHANGE TRADED | $145,714 | 0.0% | -10% | — |
| 91 |  $BRK.B | BERKSHIRE HATHAWAY INC | $144,612 | 0.0% | NEW | 73.8 |
| 92 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $140,030 | 0.0% | NEW | — |
| 93 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - UIT EXCHANGE TRADED | $139,111 | 0.0% | NEW | — |
| 94 |  $MRK | Merck & Co., Inc. | $136,116 | 0.0% | +1% | 59.9 |
| 95 |  $MCD | MCDONALDS CORP | $135,965 | 0.0% | NEW | 69 |
| 96 |  $GE | GENERAL ELECTRIC CO | $133,014 | 0.0% | NEW | 73.8 |
| 97 |  $CAT | CATERPILLAR INC | $132,901 | 0.0% | NEW | 66.5 |
| 98 | — | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVESFREE ETF - UIT EXCHANGE TRADED | $131,853 | 0.0% | +19% | — |
| 99 | — | GLOBAL X S&P 500 COVEREDCALL ETF - UIT EXCHANGE TRADED | $128,447 | 0.0% | +0% | — |
| 100 | — | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF - UIT EXCHANGE TRADED | $128,104 | 0.0% | NEW | — |
| 101 |  $ARR | Armour Residential REIT, Inc. | $126,303 | 0.0% | NEW | — |
| 102 |  $JPM | JPMORGAN CHASE & CO | $124,346 | 0.0% | +0% | 70.7 |
| 103 |  $BA | BOEING CO | $122,146 | 0.0% | NEW | 61.6 |
| 104 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $115,858 | 0.0% | NEW | 70 |
| 105 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - UIT EXCHANGE TRADED | $115,839 | 0.0% | NEW | — |
| 106 |  $DOV | DOVER Corp | $115,829 | 0.0% | NEW | 58.1 |
| 107 |  $HAL | HALLIBURTON CO | $109,177 | 0.0% | NEW | 53.2 |
| 108 |  $GS | GOLDMAN SACHS GROUP INC | $107,738 | 0.0% | +0% | 73.5 |
| 109 | $CVX | CHEVRON CORP | $107,621 | 0.0% | NEW | 62.8 |
| 110 | — | VANGUARD ULTRA-SHORT BOND ETF SHARES - UIT EXCHANGE TRADED | $106,511 | 0.0% | +1% | — |
| 111 |  $GEV | GE Vernova Inc. | $105,775 | 0.0% | +0% | 81.1 |
| 112 | — | VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $105,191 | 0.0% | +665% | — |
| 113 | — | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $98,976 | 0.0% | NEW | — |
| 114 |  $LLY | ELI LILLY & Co | $97,615 | 0.0% | NEW | 87.5 |
| 115 |  $TSLA | Tesla, Inc. | $91,270 | 0.0% | -1% | 53.9 |
| 116 | — | DIMENSIONAL US HIGH PROFITABILITY ETF - UIT EXCHANGE TRADED | $90,554 | 0.0% | +0% | — |
| 117 | — | SCHWAB U.S. DIVIDEND EQUITY ETF - UIT EXCHANGE TRADED | $86,727 | 0.0% | NEW | — |
| 118 | — | STATE STREET SPDR MSCI EMERGING MARKETS FOSSIL FUEL RESERVES FREE ETF - UIT EXCHANGE TRADED | $85,339 | 0.0% | NEW | — |
| 119 | — | PACER GLOBAL CASH COWS DIVIDEND ETF - UIT EXCHANGE TRADED | $84,221 | 0.0% | +0% | — |
| 120 |  $WMT | Walmart Inc. | $82,738 | 0.0% | NEW | 60.2 |
| 121 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES - UIT EXCHANGE TRADED | $81,088 | 0.0% | NEW | — |
| 122 |  $HD | HOME DEPOT, INC. | $80,325 | 0.0% | NEW | 60.3 |
| 123 |  $ASML | ASML HOLDING NV | $79,577 | 0.0% | +0% | — |
| 124 | — | AVANTIS MODERATE ALLOCATION ETF - UIT EXCHANGE TRADED | $79,271 | 0.0% | NEW | — |
| 125 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - UIT EXCHANGE TRADED | $79,025 | 0.0% | +0% | — |
| 126 | — | VANGUARD ENERGY INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $77,316 | 0.0% | -9% | — |
| 127 | — | AMPLIFY ETHO CLIMATE LEADERSHIP U.S. ETF - UIT EXCHANGE TRADED | $73,435 | 0.0% | NEW | — |
| 128 | — | SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF - UIT EXCHANGE TRADED | $71,871 | 0.0% | NEW | — |
| 129 |  $PPG | PPG INDUSTRIES INC | $71,682 | 0.0% | NEW | 59.1 |
| 130 |  $GOOGL | Alphabet Inc. | $70,722 | 0.0% | +0% | 78.2 |
| 131 | — | VANGUARD HEALTH CARE INDEX FUND ETF SHARES - UIT EXCHANGE TRADED | $69,407 | 0.0% | +0% | — |
| 132 | — | ISHARES MSCI EAFE ETF - UIT EXCHANGE TRADED | $67,239 | 0.0% | NEW | — |
| 133 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $62,876 | 0.0% | NEW | 55.2 |
| 134 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - UIT EXCHANGE TRADED | $62,546 | 0.0% | NEW | — |
| 135 |  $C | CITIGROUP INC | $62,291 | 0.0% | NEW | 65 |
| 136 |  $AXP | AMERICAN EXPRESS CO | $61,992 | 0.0% | NEW | 69.4 |
| 137 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $61,606 | 0.0% | NEW | — |
| 138 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - UIT EXCHANGE TRADED | $59,183 | 0.0% | NEW | — |
| 139 | — | ISHARES RUSSELL MID-CAP ETF - UIT EXCHANGE TRADED | $55,595 | 0.0% | NEW | — |
| 140 | — | ISHARES CORE S&P SMALL-CAP ETF - UIT EXCHANGE TRADED | $54,342 | 0.0% | NEW | — |
| 141 | — | ISHARES GNMA BOND ETF - UIT EXCHANGE TRADED | $54,287 | 0.0% | -10% | — |
| 142 |  $ORCL | ORACLE CORP | $54,233 | 0.0% | +0% | 66.2 |
| 143 |  $FCX | FREEPORT-MCMORAN INC | $51,894 | 0.0% | +0% | 62 |
| 144 | — | ISHARES CORE S&P U.S. GROWTH ETF - UIT EXCHANGE TRADED | $51,712 | 0.0% | NEW | — |
| 145 | — | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES - UIT EXCHANGE TRADED | $51,162 | 0.0% | +0% | — |
| 146 |  $INTC | INTEL CORP | $50,546 | 0.0% | NEW | 45.6 |
| 147 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - UIT EXCHANGE TRADED | $49,467 | 0.0% | +0% | — |
| 148 | $IVZ | Invesco Ltd. | $49,365 | 0.0% | +0% | — |
| 149 | $IVZ | Invesco Ltd. | $47,933 | 0.0% | -0% | — |
| 150 |  $NEE | NEXTERA ENERGY INC | $47,891 | 0.0% | +1% | 64.6 |
New Positions (267)
VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED$21.9M
VANGUARD VALUE INDEX FUND ETF SHARES - UIT EXCHANGE TRADED$21.4M
VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES - UIT EXCHANGE TRADED$20.1M
ISHARES MSCI EAFE GROWTHETF - UIT EXCHANGE TRADED$19.1M
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES - UIT EXCHANGE TRADED$18.9M
VANGUARD GROWTH INDEX FUND ETF SHARES - UIT EXCHANGE TRADED$16.8M
SCHWAB SHORT-TERM U.S. TREASURY ETF - UIT EXCHANGE TRADED$16.5M
ISHARES CORE U.S. AGGREGATE BOND ETF - UIT EXCHANGE TRADED$16.2M
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - UIT EXCHANGE TRADED$14.8M
ISHARES CORE S&P MID-CAPETF - UIT EXCHANGE TRADED$13.3M
SCHWAB U.S. TIPS ETF - UIT EXCHANGE TRADED$12.4M
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET - UIT EXCHANGE TRADED$8.9M
$SNPS SYNOPSYS INC$7.9M ISHARES MSCI EAFE VALUE ETF - UIT EXCHANGE TRADED$6.0M
VANGUARD MID-CAP INDEX FUND ETF SHARES - UIT EXCHANGE TRADED$5.8M
Exited Positions (26)
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JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - UIT EXCHANGE TRADED
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - UIT EXCHANGE TRADED
$D DOMINION ENERGY, INC ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - UIT EXCHANGE TRADED
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF - UIT EXCHANGE TRADED
$NIO NIO Inc. ISHARES SYSTEMATIC BOND ETF - UIT EXCHANGE TRADED
$BB BLACKBERRY Ltd
$PXS Pyxis Tankers Inc.
$ATOS ATOSSA THERAPEUTICS, INC.
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AI-Powered Hedge Fund Analysis: Robinswood Financial LLC
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