Evanson Financial, LLC

What Evanson Financial, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.

CIK 2140235 · Filed Jul 7, 2026

Security	Shares	Change	Value	Of portfolio
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF	4M	—	$176.5M	8.6%
VANGUARD INSTL INDEX FD0 3 MO TR BI ETF	2M	—	$152.5M	7.5%
PHYSSprott Physical Gold Trust	3.6M	—	$108.6M	5.3%
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF	1.2M	—	$100.3M	4.9%
DIMENSIONAL ETF TRUSTWORLD EX US CORE	2.3M	—	$83.8M	4.1%
AAPLApple Inc.	269.9K	—	$78.1M	3.8%
DIMENSIONAL ETF TRUSTINTERNATNAL VAL	1.4M	—	$77.3M	3.8%
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF	930.2K	—	$76.2M	3.7%
DIMENSIONAL ETF TRUSTUS TARGETED VLU	1.1M	—	$76.2M	3.7%
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE	1.3M	—	$72.5M	3.5%
VANGUARD INDEX FDSTOTAL STK MKT	165.3K	—	$61.2M	3%
GOOGLAlphabet Inc.	168.5K	—	$60.2M	2.9%
GOOGAlphabet Inc.	145.9K	—	$51.6M	2.5%
DIMENSIONAL ETF TRUSTINTL SMALL CAP E	1.4M	—	$50.1M	2.5%
DIMENSIONAL ETF TRUSTINTL SMALL CAP V	1.2M	—	$48.6M	2.4%
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF	1.2M	—	$45M	2.2%
VANGUARD INDEX FDSS&P 500 ETF SHS	63.6K	—	$43.7M	2.1%
DIMENSIONAL ETF TRUSTINTL CORE EQUITY	805K	—	$30M	1.5%
DIMENSIONAL ETF TRUSTINTL CORE EQT MK	664.6K	—	$27.4M	1.3%
DIMENSIONAL ETF TRUSTEMERGING MKTS VA	579.6K	—	$24.7M	1.2%
DIMENSIONAL ETF TRUSTEMERGING MKTS CO	599.8K	—	$24.4M	1.2%
DIMENSIONAL ETF TRUSTUS LARG VALU ETF	611.5K	—	$24.2M	1.2%
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF	137.6K	—	$21.6M	1.1%
LISTED FDS TRROUNDHILL BALL	36.3K	—	$20.5M	1%
VANGUARD MUN BD FDSTAX EXEMPT BD	329K	—	$16.6M	0.8%
DIMENSIONAL ETF TRUSTGLOBAL REAL EST	574.4K	—	$16.6M	0.8%
SPYSPDR S&P 500 ETF Trust	21.1K	—	$15.8M	0.8%
ISHARES TRSP SMCP600VL ETF	77.7K	—	$10.6M	0.5%
MSFTMicrosoft Corp	26K	—	$9.7M	0.5%
BERKSHIRE HATHAWAY INC DELCL B NEW	19.1K	—	$9.5M	0.5%
NVDANVIDIA Corp	47K	—	$9.4M	0.5%
VANGUARD WHITEHALL FDSHIGH DIV YLD	58K	—	$9.2M	0.4%
CSCOCisco Systems, Inc.	75.6K	—	$8.9M	0.4%
WISDOMTREE TRUS HIGH DIVIDEND	76.2K	—	$8.7M	0.4%
DIMENSIONAL ETF TRUSTWORLD EQUITY ETF	101.8K	—	$8.4M	0.4%
ISHARES TRRUS 1000 ETF	20.5K	—	$8.4M	0.4%
AMZNAmazon Com Inc	33.6K	—	$8M	0.4%
AMDAdvanced Micro Devices Inc	12.9K	—	$7.5M	0.4%
EA SERIES TRUSTBRID OMN SMA ETF	254.5K	—	$7.4M	0.4%
ALRMAlarm.com Holdings, Inc.	153.4K	—	$7.2M	0.4%
SELECT SECTOR SPDR TRST STR TECHN ETF	36.7K	—	$7M	0.3%
VANGUARD STAR FDSVG TL INTL STK F	81.4K	—	$7M	0.3%
WISDOMTREE TRINTL SMCAP DIV	81.7K	—	$6.8M	0.3%
VANGUARD BD INDEX FDSVANGUARD ULTRA	136.9K	—	$6.8M	0.3%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT	73.9K	—	$5.3M	0.3%
VANGUARD INDEX FDSLARGE CAP ETF	15.1K	—	$5.2M	0.3%
VANGUARD INDEX FDSSMALL CP ETF	17K	—	$5.2M	0.3%
ISHARES TRRUS 1000 GRW ETF	40.8K	—	$5.1M	0.2%
SLViShares Silver Trust	89.7K	—	$4.8M	0.2%
VANGUARD INDEX FDSREAL ESTATE ETF	48.2K	—	$4.6M	0.2%
AMERICAN CENTY ETF TRUS SML CP VALU	36.9K	—	$4.6M	0.2%
DIMENSIONAL ETF TRUSTINTL HIGH PROFIT	127.4K	—	$4.3M	0.2%
VANGUARD INTL EQUITY INDEX FALLWRLD EX US	50.6K	—	$4.2M	0.2%
DIMENSIONAL ETF TRUSTUS REAL ESTA ETF	162K	—	$4.2M	0.2%
VANGUARD INDEX FDSVALUE ETF	19.4K	—	$4.2M	0.2%
DIMENSIONAL ETF TRUSTUS HIGH PROF ETF	98.3K	—	$4.1M	0.2%
ISHARES TRCORE S&P500 ETF	5.1K	—	$3.9M	0.2%
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF	24.7K	—	$3.8M	0.2%
ISHARES TRCORE MSCI EAFE	39.3K	—	$3.8M	0.2%
TSLATesla, Inc.	9K	—	$3.8M	0.2%
WISDOMTREE TRUS SMALLCAP DIVD	91.2K	—	$3.7M	0.2%
WISDOMTREE TRITL HIGH DIV FD	68.3K	—	$3.7M	0.2%
ISHARES TRMSCI EAFE ETF	34.7K	—	$3.6M	0.2%
ISHARES TRRUS 1000 VAL ETF	14.8K	—	$3.6M	0.2%
AMERICAN CENTY ETF TRINTL SMCP VLU	33.4K	—	$3.4M	0.2%
VANGUARD INDEX FDSSM CP VAL ETF	14.1K	—	$3.4M	0.2%
VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF	29.4K	—	$3.4M	0.2%
JNJJohnson & Johnson	12.9K	—	$3.3M	0.2%
DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG	80.9K	—	$3.3M	0.2%
AMERICAN CENTY ETF TRAVANTIS ALL EQT	32.1K	—	$3.2M	0.2%
VANGUARD WHITEHALL FDSINTL HIGH ETF	31.9K	—	$3.1M	0.2%
ISHARES TRCORE S&P SCP ETF	21.1K	—	$3.1M	0.2%
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF	52.3K	—	$3.1M	0.2%
VANGUARD WORLD FDINF TECH ETF	24.7K	—	$2.9M	0.1%
ISHARES TRS&P 500 GRWT ETF	21.4K	—	$2.9M	0.1%
DIMENSIONAL ETF TRUSTEMERGING MKTS HI	68.5K	—	$2.9M	0.1%
EXXON MOBIL CORPCOM	21.1K	—	$2.9M	0.1%
ISHARES TRMICRO-CAP ETF	14.3K	—	$2.9M	0.1%
VANGUARD WELLINGTON FDSHORT TRM TAX EX	27.1K	—	$2.7M	0.1%
VANGUARD BD INDEX FDSSHORT TRM BOND	35.1K	—	$2.7M	0.1%
EPDEnterprise Products Partners L.P.	74.2K	—	$2.7M	0.1%
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF	30.7K	—	$2.7M	0.1%
CVXChevron Corp	16.3K	—	$2.7M	0.1%
OKEONEOK Inc	30.7K	—	$2.7M	0.1%
VANGUARD SPECIALIZED FUNDSDIV APP ETF	11.2K	—	$2.6M	0.1%
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD	32.6K	—	$2.6M	0.1%
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF	8.3K	—	$2.5M	0.1%
AMERICAN CENTY ETF TRINTL EQT ETF	27.4K	—	$2.4M	0.1%
VANGUARD INDEX FDSGROWTH ETF	28.1K	—	$2.4M	0.1%
SPDR SERIES TRUSTST STR P500ETF	27.4K	—	$2.4M	0.1%
AMERICAN CENTY ETF TRAVANTIS ALL EQT	28.3K	—	$2.4M	0.1%
SCHWAB STRATEGIC TRUS DIVIDEND EQ	74.2K	—	$2.4M	0.1%
ACNAccenture plc	18.1K	—	$2.3M	0.1%
DIMENSIONAL ETF TRUSTCORE FIXE IN ETF	52.8K	—	$2.2M	0.1%
AMERICAN CENTY ETF TRUS EQT ETF	17.2K	—	$2.2M	0.1%
VANGUARD MALVERN FDSSTRM INFPROIDX	41.1K	—	$2.1M	0.1%
SCHWAB STRATEGIC TRUS LRG CAP ETF	66.4K	—	$2M	0.1%
SCHWAB STRATEGIC TRINTL EQTY ETF	68.2K	—	$1.9M	0.1%
DIMENSIONAL ETF TRUSTINTL VEC EQU ETF	26.6K	—	$1.9M	0.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd	3.7K	—	$1.8M	0.1%
VANGUARD BD INDEX FDSTOTAL BND MRKT	24K	—	$1.8M	0.1%
VANGUARD WORLD FDFINANCIALS ETF	13.3K	—	$1.8M	0.1%
VANGUARD WORLD FDCONSUM DIS ETF	4.4K	—	$1.7M	0.1%
ISHARES TREAFE SML CP ETF	21K	—	$1.7M	0.1%
ISHARES INCCORE MSCI EMKT	20.7K	—	$1.7M	0.1%
DIMENSIONAL ETF TRUSTNATL MUN BD ETF	35K	—	$1.7M	0.1%
XYZBlock, Inc.	22.2K	—	$1.7M	0.1%
AMERICAN CENTY ETF TRAVAN US SMAL ETF	21.8K	—	$1.6M	0.1%
ETEnergy Transfer LP	83K	—	$1.6M	0.1%
MDYSPDR S&P Midcap 400 ETF Trust	2.2K	—	$1.6M	0.1%
SELECT SECTOR SPDR TRST STR INDL ETF	8.2K	—	$1.5M	0.1%
JPMJPMorgan Chase & Co	4.6K	—	$1.5M	0.1%
BERKSHIRE HATHAWAY INC DELCL A	2	—	$1.5M	0.1%
ISHARES TRRUSSELL 2000 ETF	5K	—	$1.5M	0.1%
PGPROCTER & GAMBLE Co	9.4K	—	$1.4M	0.1%
AXPAmerican Express Co	4K	—	$1.3M	0.1%
ISHARES TRRUS 2000 VAL ETF	6.1K	—	$1.3M	0.1%
CATCaterpillar Inc	1.3K	—	$1.3M	0.1%
WISDOMTREE TREMG MKTS SMCAP	20.2K	—	$1.3M	0.1%
CAMBRIA ETF TRSHSHLD YIELD ETF	16.5K	—	$1.3M	0.1%
DIMENSIONAL ETF TRUSTUS CORE EQT MKT	25.2K	—	$1.3M	0.1%
AMERICAN CENTY ETF TRAVANTIS INTL SML	17.3K	—	$1.3M	0.1%
MAMastercard Inc	2.5K	—	$1.3M	0.1%
ISHARES TRCORE S&P MCP ETF	16.7K	—	$1.3M	0.1%
DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF	15.4K	—	$1.3M	0.1%
ISHARES TREAFE VALUE ETF	16.4K	—	$1.3M	0.1%
VANGUARD INDEX FDSMID CAP ETF	15K	—	$1.2M	0.1%
GSGiShares S&P GSCI Commodity-Indexed Trust	41.9K	—	$1.2M	0.1%
SCHWAB STRATEGIC TRFUNDAMENTAL INTL	22.1K	—	$1.2M	0.1%
VANGUARD BD INDEX FDSINTERMED TERM	15.2K	—	$1.2M	0.1%
SCHWAB STRATEGIC TRUS BRD MKT ETF	39K	—	$1.1M	0.1%
ISHARES TR0-3 MTH TREASURY	11.1K	—	$1.1M	0.1%
WISDOMTREE TREMER MKT HIGH FD	20.7K	—	$1.1M	0.1%
SCHWAB STRATEGIC TRSHT TM US TRES	45.5K	—	$1.1M	0.1%
ISHARES TRS&P 500 VAL ETF	4.8K	—	$1.1M	0.1%
CORTCorcept Therapeutics Inc	12.5K	—	$1.1M	0.1%
ISHARES TR1 3 YR TREAS BD	12.9K	—	$1.1M	0.1%
CRWDCrowdStrike Holdings, Inc.	1.4K	—	$1M	0.1%
ISHARES TRCORE S&P TTL STK	6.3K	—	$1M	0.1%
ABBVAbbVie Inc.	4K	—	$1M	0.1%
DIMENSIONAL ETF TRUSTDIMENSIONAL US	14.8K	—	$983.2K	0.1%
ISHARES TRSELECT US REIT	14.5K	—	$981.1K	0.1%
ISHARES TRSELECT DIVID ETF	6.2K	—	$967.8K	0.1%
APPFAppfolio Inc	6K	—	$962.1K	0.1%
AMERICAN CENTY ETF TRINTERNATIONAL LR	12.4K	—	$956.9K	0.1%
SPDR SERIES TRUSTST SHO TREAS ETF	32.5K	—	$943.5K	0.1%
AMERICAN CENTY ETF TRAVANTIS EMGMKT	9.7K	—	$939.6K	0.1%
ADBEAdobe Inc.	4.6K	—	$936K	0.1%
ISHARES TRMSCI EMG MKT ETF	13.4K	—	$916.7K	0.1%
ENBEnbridge Inc	16.9K	—	$916.6K	0.1%
PMPhilip Morris International Inc.	5K	—	$899.1K	0.1%
WISDOMTREE TRTRUE DEV INTL FD	11.7K	—	$868.5K	0.1%
PSLVSprott Physical Silver Trust	45.3K	—	$854.9K	0.1%
OKTAOkta, Inc.	6.2K	—	$852K	0.1%
VANGUARD INDEX FDSEXTEND MKT ETF	3.4K	—	$848.9K	0.1%
RWAYRunway Growth Finance Corp.	150.5K	—	$844.1K	0.1%
LLYELI LILLY & Co	687	—	$824K	0.1%
SCHWAB STRATEGIC TRFUNDAMENTAL US L	26.4K	—	$822.3K	0.1%
ASMLASML Holding NV	413	—	$821.6K	0.1%
SCHWAB STRATEGIC TRUS LCAP GR ETF	24.1K	—	$816K	0.1%
ISHARES TRCORE MSCI TOTAL	8.4K	—	$804.8K	0.1%
WESWestern Midstream Partners, LP	18.1K	—	$791.9K	0.1%
ORCLOracle Corp	5.4K	—	$791.2K	0.1%
VANGUARD WORLD FDENERGY ETF	5.2K	—	$786.3K	0.1%
CYRXCryoport, Inc.	50K	—	$785K	0.1%
SELECT SECTOR SPDR TRST STR STAPL ETF	9.4K	—	$779.6K	0.1%
COSTCostco Wholesale Corp	815	—	$762.7K	0.1%
VANECK ETF TRUSTSEMICONDUCTR ETF	1.1K	—	$743K	0.1%
SCHWAB STRATEGIC TRUS SML CAP ETF	20.4K	—	$737.2K	0.1%
IBMInternational Business Machines Corp	2.6K	—	$725.3K	0.1%
MCDMcDonald's Corp	2.6K	—	$714.9K	0.1%
ISHARES TR3YRTB ETF	9.5K	—	$708.1K	0.1%
VVisa Inc.	2K	—	$688.2K	0.1%
VANGUARD WORLD FDUTILITIES ETF	3.5K	—	$685.2K	0.1%
ISHARES TRUS HLTHCR PR ETF	12.3K	—	$680K	0.1%
STTState Street Corp	4K	—	$674.2K	0.1%
AMERICAN CENTY ETF TRUS LARGE CAP VLU	7.3K	—	$665.5K	0.1%
UNPUnion Pacific Corp	2.4K	—	$657.2K	0.1%
SONSonoco Products Co	2.9K	—	$655.5K	0.1%
SPDR INDEX SHS FDSST STR PO EX ETF	13K	—	$654.9K	0.1%
QCOMQualcomm Inc	3.5K	—	$651.4K	0.1%
VANGUARD SCOTTSDALE FDSINT-TERM CORP	7.8K	—	$645.8K	0.1%
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS	10.9K	—	$635.3K	0.1%
ISHARES TRNEW YORK MUN ETF	11.6K	—	$627.9K	0.1%
ISHARES TRDOW JONES US ETF	3.4K	—	$626.9K	0.1%
AEMAgnico Eagle Mines Ltd	4K	—	$624.1K	0.1%
DBX ETF TRXTRACK MSCI EAFE	11.3K	—	$619.6K	0.1%
ISHARES TRRUS MDCP VAL ETF	3.7K	—	$609.1K	0.1%
ZETAZeta Global Holdings Corp.	30.6K	—	$602.4K	0.1%
SELECT SECTOR SPDR TRST STR UTIL ETF	13.2K	—	$599.7K	0.1%
INTUIntuit Inc.	2.3K	—	$588K	0.1%
NFLXNetflix Inc	8.1K	—	$579.3K	0.1%
ISHARES TRMSCI CHINA ETF	11.3K	—	$575.7K	0.1%
WMTWalmart Inc.	5.1K	—	$573.5K	0.1%
AMGNAmgen Inc	1.6K	—	$562.6K	0.1%
INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD	35.4K	—	$561.9K	0.1%
INTCIntel Corp	4K	—	$559.7K	0.1%
ISHARES TRU.S. UTILITS ETF	4.8K	—	$548.4K	0.1%
HDHome Depot, Inc.	1.5K	—	$536.8K	0.1%
WISDOMTREE TRUS MIDCAP DIVID	9.4K	—	$534K	0.1%
BABoeing Co	2.4K	—	$517.2K	0.1%
VANGUARD INDEX FDSMCAP VL IDXVIP	2.6K	—	$512.8K	0.1%
SMRNUSCALE POWER Corp	51K	—	$511.5K	0.1%
VANGUARD INTL EQUITY INDEX FGLB EX US ETF	11.3K	—	$504.9K	0.1%
ISHARES TRCOPPER & METALS	10K	—	$492.3K	0.1%
SCHWAB STRATEGIC TREMRG MKTEQ ETF	13.5K	—	$491.2K	0.1%
BBNXBeta Bionics, Inc.	31.3K	—	$490K	0.1%
KMIKinder Morgan, Inc.	15.3K	—	$489.5K	0.1%
LISTED FDS TRHORI KI INFL ETF	9.6K	—	$479.5K	0.1%
GLOBAL X FDSARTIFICIAL ETF	7.1K	—	$464.1K	0.1%
VEEVVeeva Systems Inc	2.6K	—	$461.3K	0.1%
WISDOMTREE TRARTI INT INN FD	9.6K	—	$454.1K	0.1%
TJXTJX Companies Inc	2.9K	—	$445.7K	0.1%
BARGraniteShares Gold Trust	11.1K	—	$438.1K	0.1%
VANGUARD INDEX FDSSML CP GRW ETF	1.2K	—	$431.9K	0.1%
VANGUARD MUN BD FDSCORE TAX EXEMPT	5.6K	—	$427.8K	0.1%
PANWPalo Alto Networks Inc	1.3K	—	$427.3K	0.1%
ISHARES TREAFE GRWTH ETF	3.4K	—	$426.9K	0.1%
NOWServiceNow, Inc.	4.3K	—	$422.5K	0.1%
AMERICAN CENTY ETF TRAVANTIS US LARG	4.6K	—	$417.6K	0.1%
PHParker-Hannifin Corp	414	—	$404.9K	0.1%
IBITiShares Bitcoin Trust ETF	12.1K	—	$402.2K	0.1%
AGIAlamos Gold Inc	13.2K	—	$400.5K	0.1%
ISHARES TRHDG MSCI EAFE	8.5K	—	$399.9K	0.1%
SPDR SERIES TRUSTST STR P500GRW	3.3K	—	$398.1K	0.1%
SLBSLB Limited	8.5K	—	$393.5K	0.1%
ISHARES TRCORE MSCI EURO	5.2K	—	$392.2K	0.1%
ISHARES TRNATIONAL MUN ETF	3.6K	—	$385.6K	0.1%
MRKMerck & Co., Inc.	3K	—	$385.1K	0.1%
TAT&T Inc.	18.5K	—	$382.7K	0.1%
CVLTCommvault Systems Inc	2.7K	—	$382.7K	0.1%
ESNTEssent Group Ltd.	5.9K	—	$381.4K	0.1%
DIMENSIONAL ETF TRUSTULTR FIX INC ETF	7.5K	—	$379.3K	0.1%
MOAltria Group, Inc.	5.2K	—	$375.8K	0.1%
ISHARES INCMSCI EMERG MRKT	5K	—	$374.7K	0.1%
UNHUnitedHealth Group Inc	893	—	$371.4K	0.1%
ISHARES TRTIPS BD ETF	3.3K	—	$366.2K	0.1%
NEENextEra Energy Inc	4.2K	—	$365K	0.1%
ISHARES TRMORNINGSTAR GRWT	3.1K	—	$362.8K	0.1%
ISHARES TRISHS 5-10YR INVT	6.8K	—	$359.3K	0.1%
COPConocoPhillips	3.4K	—	$357.5K	0.1%
ABTAbbott Laboratories	3.9K	—	$355.8K	0.1%
SPDR SERIES TRUSTST STR SP500FF	5.6K	—	$345.1K	0.1%
SCHWAB STRATEGIC TRUS LCAP VA ETF	9.8K	—	$340.1K	0.1%
PIMCO ETF TR1-5 US TIP IDX	6.3K	—	$336.4K	0.1%
GPIGroup 1 Automotive Inc	1.2K	—	$334.8K	0.1%
ISHARES TR20 YR TR BD ETF	3.8K	—	$331K	0.1%
AMERICAN CENTY ETF TRAVAN RE INTL ETF	4.1K	—	$330.1K	0.1%
PNCPNC Financial Services Group, Inc.	1.3K	—	$328.5K	0.1%
SELECT SECTOR SPDR TRST STR MATER ETF	6.4K	—	$323.3K	0.1%
SPDR INDEX SHS FDSST DOW GLOBA ETF	6.5K	—	$321.5K	0.1%
SELECT SECTOR SPDR TRST STR ENERG ETF	6K	—	$316.5K	0.1%
ARK ETF TRBLOC FIN INN ETF	8K	—	$315.7K	0.1%
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT	6.4K	—	$315.5K	0.1%
BANK OF AMER CORP7.25%CNV PFD L	251	—	$314.9K	0.1%
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW	2.5K	—	$314.7K	0.1%
BABAAlibaba Group Holding Ltd	3.3K	—	$311.9K	0.1%
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF	6.4K	—	$311.4K	0.1%
ISHARES TRFLTG RATE NT ETF	6.1K	—	$311K	0.1%
BITBBitwise Bitcoin ETF	9.7K	—	$310.3K	0.1%
INVESCO EXCHANGE TRADED FD TS&P SMCP VLU MNT	4.5K	—	$310K	0.1%
INVESCO EXCHANGE TRADED FD TBLOO MVP MUL ETF	6K	—	$308.8K	0.1%
WTWWillis Towers Watson PLC	1.2K	—	$307.4K	0.1%
DEDeere & Co	483	—	$306.7K	0.1%
ISHARES TRRUSSELL 3000 ETF	716	—	$305.3K	0.1%
GDGeneral Dynamics Corp	857	—	$303.6K	0.1%
TMOThermo Fisher Scientific Inc.	600	—	$300.8K	0.1%
ISHARES TRU.S. TECH ETF	1.2K	—	$297.6K	0.1%
CETCentral Securities Corp	5.7K	—	$296.5K	0.1%
APPNAppian Corp	12.9K	—	$296.4K	0.1%
SPDR SERIES TRUSTST STR SP AERO	1K	—	$295.6K	0.1%
ISHARES TRMRGSTR MD CP GRW	3K	—	$294.9K	0.1%
ISHARES TRISHS 1-5YR INVS	5.5K	—	$290.3K	0.1%
WELLS FARGO & COPERP PFD CNV A	250	—	$289.3K	0.1%
PFEPfizer Inc	11.8K	—	$284.5K	0.1%
SCHWAB STRATEGIC TRINT-TRM U.S TRES	11.5K	—	$284.3K	0.1%
AMERICAN CENTY ETF TRREAL ESTATE ETF	5.9K	—	$280.1K	0.1%
PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF	5.2K	—	$277K	0.1%
GEVGE Vernova Inc.	234	—	$275K	0.1%
AEPAmerican Electric Power Co Inc	2K	—	$274.2K	0.1%
CLColgate Palmolive Co	3K	—	$272.1K	0.1%
ISHARES TRFUTU AI TECH ETF	3.6K	—	$271.6K	0.1%
VANGUARD WORLD FDHEALTH CAR ETF	901	—	$269.4K	0.1%
TOSTToast, Inc.	9.7K	—	$268.9K	0.1%
SOSouthern Co	2.8K	—	$266K	0.1%
VZVerizon Communications Inc	6.2K	—	$261.8K	0.1%
NSCNorfolk Southern Corp	829	—	$260.7K	0.1%
FDXFedEx Corp	828	—	$259.3K	0.1%
LOWLowe's Companies Inc	1.2K	—	$259.2K	0.1%
ISHARES TRMORNINGSTR US EQ	2.5K	—	$259.1K	0.1%
NRKNuveen New York Amt-Free Quality Municipal Income Fund	24.1K	—	$258.9K	0.1%
BNBROOKFIELD Corp	6K	—	$255.5K	0.1%
VANGUARD SCOTTSDALE FDSINTER TERM TREAS	4.3K	—	$254.6K	0.1%
GSGoldman Sachs Group Inc	246	—	$248.8K	0.1%
EDConsolidated Edison Inc	2.2K	—	$243.4K	0.1%
ISHARES TRRUS MD CP GR ETF	1.7K	—	$243.3K	0.1%
NEMNEWMONT Corp	2.6K	—	$241.2K	0.1%
FCXFreeport-McMoran Inc	3.8K	—	$239K	0.1%
OKLOOklo Inc.	4.4K	—	$232.2K	0.1%
SPOTSpotify Technology S.A.	494	—	$226.8K	0.1%
SCHWAB STRATEGIC TR1000 INDEX ETF	6.3K	—	$226.4K	0.1%
WMBWilliams Companies, Inc.	3K	—	$225.9K	0.1%
AMERICAN CENTY ETF TREMERGING MKT VAL	3.4K	—	$221.2K	0.1%
MNDYmonday.com Ltd.	3K	—	$219.2K	0.1%
DISWalt Disney Co	2.3K	—	$218.1K	0.1%
ISRGIntuitive Surgical Inc	547	—	$217.5K	0.1%
ADMArcher-Daniels-Midland Co	2.8K	—	$213.9K	0.1%
QBTSD-Wave Quantum Inc.	8.9K	—	$213.9K	0.1%
SCHWAB STRATEGIC TRINTL SCEQT ETF	4.4K	—	$213.3K	0.1%
SPDR SERIES TRUSTST STR MSCI GEN	1.4K	—	$213K	0.1%
ADSKAutodesk, Inc.	1.1K	—	$210.8K	0.1%
SHWSherwin Williams Co	605	—	$208.3K	0.1%
WISDOMTREE TRUS QTLY DIV GRT	2.2K	—	$207.3K	0.1%
BLBlackline, Inc.	7.4K	—	$206.3K	0.1%
DIMENSIONAL ETF TRUSTUS LARG VECT ETF	2.5K	—	$205.7K	0.1%
MELIMercadoLibre Inc	121	—	$205.4K	0.1%
AMERICAN CENTY ETF TRAVA MAR SMA ETF	2.9K	—	$203.6K	0.1%
ALGNAlign Technology Inc	1.2K	—	$202.4K	0.1%
AALAmerican Airlines Group Inc.	11.1K	—	$201.4K	0.1%
ISHARES TR0-5 YR TIPS ETF	2K	—	$200.3K	0.1%
PBIPitney Bowes Inc	11.4K	—	$199.7K	0.1%
KRPKimbell Royalty Partners, LP	12.5K	—	$181.9K	0.1%
COMPCompass, Inc.	10K	—	$123.3K	0.1%
PUTNAM ETF TRUSTFRANKLIN MUNI	13.7K	—	$108.6K	0.1%
RWTRedwood Trust Inc	14K	—	$66.4K	0.1%

Security

Change

Value

Of portfolio

DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF

—

$176.5M

8.6%

VANGUARD INSTL INDEX FD0 3 MO TR BI ETF

—

$152.5M

7.5%

PHYSSprott Physical Gold Trust

3.6M

—

$108.6M

5.3%

DIMENSIONAL ETF TRUSTUS SMALL CAP ETF

1.2M

—

$100.3M

4.9%

DIMENSIONAL ETF TRUSTWORLD EX US CORE

2.3M

—

$83.8M

4.1%

AAPLApple Inc.

269.9K

—

$78.1M

3.8%

DIMENSIONAL ETF TRUSTINTERNATNAL VAL

1.4M

—

$77.3M

3.8%

DIMENSIONAL ETF TRUSTUS EQUI MARK ETF

930.2K

—

$76.2M

3.7%

DIMENSIONAL ETF TRUSTUS TARGETED VLU

1.1M

—

$76.2M

3.7%

DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE

1.3M

—

$72.5M

3.5%

VANGUARD INDEX FDSTOTAL STK MKT

165.3K

—

$61.2M

GOOGLAlphabet Inc.

168.5K

—

$60.2M

2.9%

GOOGAlphabet Inc.

145.9K

—

$51.6M

2.5%

DIMENSIONAL ETF TRUSTINTL SMALL CAP E

1.4M

—

$50.1M

2.5%

DIMENSIONAL ETF TRUSTINTL SMALL CAP V

1.2M

—

$48.6M

2.4%

DIMENSIONAL ETF TRUSTUS SMALL CAP ETF

1.2M

—

$45M

2.2%

VANGUARD INDEX FDSS&P 500 ETF SHS

63.6K

—

$43.7M

2.1%

DIMENSIONAL ETF TRUSTINTL CORE EQUITY

805K

—

$30M

1.5%

DIMENSIONAL ETF TRUSTINTL CORE EQT MK

664.6K

—

$27.4M

1.3%

DIMENSIONAL ETF TRUSTEMERGING MKTS VA

579.6K

—

$24.7M

1.2%

DIMENSIONAL ETF TRUSTEMERGING MKTS CO

599.8K

—

$24.4M

1.2%

DIMENSIONAL ETF TRUSTUS LARG VALU ETF

611.5K

—

$24.2M

1.2%

VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF

137.6K

—

$21.6M

1.1%

LISTED FDS TRROUNDHILL BALL

36.3K

—

$20.5M

VANGUARD MUN BD FDSTAX EXEMPT BD

329K

—

$16.6M

0.8%

DIMENSIONAL ETF TRUSTGLOBAL REAL EST

574.4K

—

$16.6M

0.8%

SPYSPDR S&P 500 ETF Trust

21.1K

—

$15.8M

0.8%

ISHARES TRSP SMCP600VL ETF

77.7K

—

$10.6M

0.5%

MSFTMicrosoft Corp

26K

—

$9.7M

0.5%

BERKSHIRE HATHAWAY INC DELCL B NEW

19.1K

—

$9.5M

0.5%

NVDANVIDIA Corp

47K

—

$9.4M

0.5%

VANGUARD WHITEHALL FDSHIGH DIV YLD

58K

—

$9.2M

0.4%

CSCOCisco Systems, Inc.

75.6K

—

$8.9M

0.4%

WISDOMTREE TRUS HIGH DIVIDEND

76.2K

—

$8.7M

0.4%

DIMENSIONAL ETF TRUSTWORLD EQUITY ETF

101.8K

—

$8.4M

0.4%

ISHARES TRRUS 1000 ETF

20.5K

—

$8.4M

0.4%

AMZNAmazon Com Inc

33.6K

—

$8M

0.4%

AMDAdvanced Micro Devices Inc

12.9K

—

$7.5M

0.4%

EA SERIES TRUSTBRID OMN SMA ETF

254.5K

—

$7.4M

0.4%

ALRMAlarm.com Holdings, Inc.

153.4K

—

$7.2M

0.4%

SELECT SECTOR SPDR TRST STR TECHN ETF

36.7K

—

$7M

0.3%

VANGUARD STAR FDSVG TL INTL STK F

81.4K

—

$7M

0.3%

WISDOMTREE TRINTL SMCAP DIV

81.7K

—

$6.8M

0.3%

VANGUARD BD INDEX FDSVANGUARD ULTRA

136.9K

—

$6.8M

0.3%

VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT

73.9K

—

$5.3M

0.3%

VANGUARD INDEX FDSLARGE CAP ETF

15.1K

—

$5.2M

0.3%

VANGUARD INDEX FDSSMALL CP ETF

17K

—

$5.2M

0.3%

ISHARES TRRUS 1000 GRW ETF

40.8K

—

$5.1M

0.2%

SLViShares Silver Trust

89.7K

—

$4.8M

0.2%

VANGUARD INDEX FDSREAL ESTATE ETF

48.2K

—

$4.6M

0.2%

AMERICAN CENTY ETF TRUS SML CP VALU

36.9K

—

$4.6M

0.2%

DIMENSIONAL ETF TRUSTINTL HIGH PROFIT

127.4K

—

$4.3M

0.2%

VANGUARD INTL EQUITY INDEX FALLWRLD EX US

50.6K

—

$4.2M

0.2%

DIMENSIONAL ETF TRUSTUS REAL ESTA ETF

162K

—

$4.2M

0.2%

VANGUARD INDEX FDSVALUE ETF

19.4K

—

$4.2M

0.2%

DIMENSIONAL ETF TRUSTUS HIGH PROF ETF

98.3K

—

$4.1M

0.2%

ISHARES TRCORE S&P500 ETF

5.1K

—

$3.9M

0.2%

VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF

24.7K

—

$3.8M

0.2%

ISHARES TRCORE MSCI EAFE

39.3K

—

$3.8M

0.2%

TSLATesla, Inc.

—

$3.8M

0.2%

WISDOMTREE TRUS SMALLCAP DIVD

91.2K

—

$3.7M

0.2%

WISDOMTREE TRITL HIGH DIV FD

68.3K

—

$3.7M

0.2%

ISHARES TRMSCI EAFE ETF

34.7K

—

$3.6M

0.2%

ISHARES TRRUS 1000 VAL ETF

14.8K

—

$3.6M

0.2%

AMERICAN CENTY ETF TRINTL SMCP VLU

33.4K

—

$3.4M

0.2%

VANGUARD INDEX FDSSM CP VAL ETF

14.1K

—

$3.4M

0.2%

VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF

29.4K

—

$3.4M

0.2%

JNJJohnson & Johnson

12.9K

—

$3.3M

0.2%

DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG

80.9K

—

$3.3M

0.2%

AMERICAN CENTY ETF TRAVANTIS ALL EQT

32.1K

—

$3.2M

0.2%

VANGUARD WHITEHALL FDSINTL HIGH ETF

31.9K

—

$3.1M

0.2%

ISHARES TRCORE S&P SCP ETF

21.1K

—

$3.1M

0.2%

VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF

52.3K

—

$3.1M

0.2%

VANGUARD WORLD FDINF TECH ETF

24.7K

—

$2.9M

0.1%

ISHARES TRS&P 500 GRWT ETF

21.4K

—

$2.9M

0.1%

DIMENSIONAL ETF TRUSTEMERGING MKTS HI

68.5K

—

$2.9M

0.1%

EXXON MOBIL CORPCOM

21.1K

—

$2.9M

0.1%

ISHARES TRMICRO-CAP ETF

14.3K

—

$2.9M

0.1%

VANGUARD WELLINGTON FDSHORT TRM TAX EX

27.1K

—

$2.7M

0.1%

VANGUARD BD INDEX FDSSHORT TRM BOND

35.1K

—

$2.7M

0.1%

EPDEnterprise Products Partners L.P.

74.2K

—

$2.7M

0.1%

VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF

30.7K

—

$2.7M

0.1%

CVXChevron Corp

16.3K

—

$2.7M

0.1%

OKEONEOK Inc

30.7K

—

$2.7M

0.1%

VANGUARD SPECIALIZED FUNDSDIV APP ETF

11.2K

—

$2.6M

0.1%

VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD

32.6K

—

$2.6M

0.1%

INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF

8.3K

—

$2.5M

0.1%

AMERICAN CENTY ETF TRINTL EQT ETF

27.4K

—

$2.4M

0.1%

VANGUARD INDEX FDSGROWTH ETF

28.1K

—

$2.4M

0.1%

SPDR SERIES TRUSTST STR P500ETF

27.4K

—

$2.4M

0.1%

AMERICAN CENTY ETF TRAVANTIS ALL EQT

28.3K

—

$2.4M

0.1%

SCHWAB STRATEGIC TRUS DIVIDEND EQ

74.2K

—

$2.4M

0.1%

ACNAccenture plc

18.1K

—

$2.3M

0.1%

DIMENSIONAL ETF TRUSTCORE FIXE IN ETF

52.8K

—

$2.2M

0.1%

AMERICAN CENTY ETF TRUS EQT ETF

17.2K

—

$2.2M

0.1%

VANGUARD MALVERN FDSSTRM INFPROIDX

41.1K

—

$2.1M

0.1%

SCHWAB STRATEGIC TRUS LRG CAP ETF

66.4K

—

$2M

0.1%

SCHWAB STRATEGIC TRINTL EQTY ETF

68.2K

—

$1.9M

0.1%

DIMENSIONAL ETF TRUSTINTL VEC EQU ETF

26.6K

—

$1.9M

0.1%

TSMTaiwan Semiconductor Manufacturing Co Ltd

3.7K

—

$1.8M

0.1%

VANGUARD BD INDEX FDSTOTAL BND MRKT

24K

—

$1.8M

0.1%

VANGUARD WORLD FDFINANCIALS ETF

13.3K

—

$1.8M

0.1%

VANGUARD WORLD FDCONSUM DIS ETF

4.4K

—

$1.7M

0.1%

ISHARES TREAFE SML CP ETF

21K

—

$1.7M

0.1%

ISHARES INCCORE MSCI EMKT

20.7K

—

$1.7M

0.1%

DIMENSIONAL ETF TRUSTNATL MUN BD ETF

35K

—

$1.7M

0.1%

XYZBlock, Inc.

22.2K

—

$1.7M

0.1%

AMERICAN CENTY ETF TRAVAN US SMAL ETF

21.8K

—

$1.6M

0.1%

ETEnergy Transfer LP

83K

—

$1.6M

0.1%

MDYSPDR S&P Midcap 400 ETF Trust

2.2K

—

$1.6M

0.1%

SELECT SECTOR SPDR TRST STR INDL ETF

8.2K

—

$1.5M

0.1%

JPMJPMorgan Chase & Co

4.6K

—

$1.5M

0.1%

BERKSHIRE HATHAWAY INC DELCL A

—

$1.5M

0.1%

ISHARES TRRUSSELL 2000 ETF

—

$1.5M

0.1%

PGPROCTER & GAMBLE Co

9.4K

—

$1.4M

0.1%

AXPAmerican Express Co

—

$1.3M

0.1%

ISHARES TRRUS 2000 VAL ETF

6.1K

—

$1.3M

0.1%

CATCaterpillar Inc

1.3K

—

$1.3M

0.1%

WISDOMTREE TREMG MKTS SMCAP

20.2K

—

$1.3M

0.1%

CAMBRIA ETF TRSHSHLD YIELD ETF

16.5K

—

$1.3M

0.1%

DIMENSIONAL ETF TRUSTUS CORE EQT MKT

25.2K

—

$1.3M

0.1%

AMERICAN CENTY ETF TRAVANTIS INTL SML

17.3K

—

$1.3M

0.1%

MAMastercard Inc

2.5K

—

$1.3M

0.1%

ISHARES TRCORE S&P MCP ETF

16.7K

—

$1.3M

0.1%

DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF

15.4K

—

$1.3M

0.1%

ISHARES TREAFE VALUE ETF

16.4K

—

$1.3M

0.1%

VANGUARD INDEX FDSMID CAP ETF

15K

—

$1.2M

0.1%

GSGiShares S&P GSCI Commodity-Indexed Trust

41.9K

—

$1.2M

0.1%

SCHWAB STRATEGIC TRFUNDAMENTAL INTL

22.1K

—

$1.2M

0.1%

VANGUARD BD INDEX FDSINTERMED TERM

15.2K

—

$1.2M

0.1%

SCHWAB STRATEGIC TRUS BRD MKT ETF

39K

—

$1.1M

0.1%

ISHARES TR0-3 MTH TREASURY

11.1K

—

$1.1M

0.1%

WISDOMTREE TREMER MKT HIGH FD

20.7K

—

$1.1M

0.1%

SCHWAB STRATEGIC TRSHT TM US TRES

45.5K

—

$1.1M

0.1%

ISHARES TRS&P 500 VAL ETF

4.8K

—

$1.1M

0.1%

CORTCorcept Therapeutics Inc

12.5K

—

$1.1M

0.1%

ISHARES TR1 3 YR TREAS BD

12.9K

—

$1.1M

0.1%

CRWDCrowdStrike Holdings, Inc.

1.4K

—

$1M

0.1%

ISHARES TRCORE S&P TTL STK

6.3K

—

$1M

0.1%

ABBVAbbVie Inc.

—

$1M

0.1%

DIMENSIONAL ETF TRUSTDIMENSIONAL US

14.8K

—

$983.2K

0.1%

ISHARES TRSELECT US REIT

14.5K

—

$981.1K

0.1%

ISHARES TRSELECT DIVID ETF

6.2K

—

$967.8K

0.1%

APPFAppfolio Inc

—

$962.1K

0.1%

AMERICAN CENTY ETF TRINTERNATIONAL LR

12.4K

—

$956.9K

0.1%

SPDR SERIES TRUSTST SHO TREAS ETF

32.5K

—

$943.5K

0.1%

AMERICAN CENTY ETF TRAVANTIS EMGMKT

9.7K

—

$939.6K

0.1%

ADBEAdobe Inc.

4.6K

—

$936K

0.1%

ISHARES TRMSCI EMG MKT ETF

13.4K

—

$916.7K

0.1%

ENBEnbridge Inc

16.9K

—

$916.6K

0.1%

PMPhilip Morris International Inc.

—

$899.1K

0.1%

WISDOMTREE TRTRUE DEV INTL FD

11.7K

—

$868.5K

0.1%

PSLVSprott Physical Silver Trust

45.3K

—

$854.9K

0.1%

OKTAOkta, Inc.

6.2K

—

$852K

0.1%

VANGUARD INDEX FDSEXTEND MKT ETF

3.4K

—

$848.9K

0.1%

RWAYRunway Growth Finance Corp.

150.5K

—

$844.1K

0.1%

LLYELI LILLY & Co

687

—

$824K

0.1%

SCHWAB STRATEGIC TRFUNDAMENTAL US L

26.4K

—

$822.3K

0.1%

ASMLASML Holding NV

413

—

$821.6K

0.1%

SCHWAB STRATEGIC TRUS LCAP GR ETF

24.1K

—

$816K

0.1%

ISHARES TRCORE MSCI TOTAL

8.4K

—

$804.8K

0.1%

WESWestern Midstream Partners, LP

18.1K

—

$791.9K

0.1%

ORCLOracle Corp

5.4K

—

$791.2K

0.1%

VANGUARD WORLD FDENERGY ETF

5.2K

—

$786.3K

0.1%

CYRXCryoport, Inc.

50K

—

$785K

0.1%

SELECT SECTOR SPDR TRST STR STAPL ETF

9.4K

—

$779.6K

0.1%

COSTCostco Wholesale Corp

815

—

$762.7K

0.1%

VANECK ETF TRUSTSEMICONDUCTR ETF

1.1K

—

$743K

0.1%

SCHWAB STRATEGIC TRUS SML CAP ETF

20.4K

—

$737.2K

0.1%

IBMInternational Business Machines Corp

2.6K

—

$725.3K

0.1%

MCDMcDonald's Corp

2.6K

—

$714.9K

0.1%

ISHARES TR3YRTB ETF

9.5K

—

$708.1K

0.1%

VVisa Inc.

—

$688.2K

0.1%

VANGUARD WORLD FDUTILITIES ETF

3.5K

—

$685.2K

0.1%

ISHARES TRUS HLTHCR PR ETF

12.3K

—

$680K

0.1%

STTState Street Corp

—

$674.2K

0.1%

AMERICAN CENTY ETF TRUS LARGE CAP VLU

7.3K

—

$665.5K

0.1%

UNPUnion Pacific Corp

2.4K

—

$657.2K

0.1%

SONSonoco Products Co

2.9K

—

$655.5K

0.1%

SPDR INDEX SHS FDSST STR PO EX ETF

13K

—

$654.9K

0.1%

QCOMQualcomm Inc

3.5K

—

$651.4K

0.1%

VANGUARD SCOTTSDALE FDSINT-TERM CORP

7.8K

—

$645.8K

0.1%

VANGUARD SCOTTSDALE FDSSHORT TERM TREAS

10.9K

—

$635.3K

0.1%

ISHARES TRNEW YORK MUN ETF

11.6K

—

$627.9K

0.1%

ISHARES TRDOW JONES US ETF

3.4K

—

$626.9K

0.1%

AEMAgnico Eagle Mines Ltd

—

$624.1K

0.1%

DBX ETF TRXTRACK MSCI EAFE

11.3K

—

$619.6K

0.1%

ISHARES TRRUS MDCP VAL ETF

3.7K

—

$609.1K

0.1%

ZETAZeta Global Holdings Corp.

30.6K

—

$602.4K

0.1%

SELECT SECTOR SPDR TRST STR UTIL ETF

13.2K

—

$599.7K

0.1%

INTUIntuit Inc.

2.3K

—

$588K

0.1%

NFLXNetflix Inc

8.1K

—

$579.3K

0.1%

ISHARES TRMSCI CHINA ETF

11.3K

—

$575.7K

0.1%

WMTWalmart Inc.

5.1K

—

$573.5K

0.1%

AMGNAmgen Inc

1.6K

—

$562.6K

0.1%

INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD

35.4K

—

$561.9K

0.1%

INTCIntel Corp

—

$559.7K

0.1%

ISHARES TRU.S. UTILITS ETF

4.8K

—

$548.4K

0.1%

HDHome Depot, Inc.

1.5K

—

$536.8K

0.1%

WISDOMTREE TRUS MIDCAP DIVID

9.4K

—

$534K

0.1%

BABoeing Co

2.4K

—

$517.2K

0.1%

VANGUARD INDEX FDSMCAP VL IDXVIP

2.6K

—

$512.8K

0.1%

SMRNUSCALE POWER Corp

51K

—

$511.5K

0.1%

VANGUARD INTL EQUITY INDEX FGLB EX US ETF

11.3K

—

$504.9K

0.1%

ISHARES TRCOPPER & METALS

10K

—

$492.3K

0.1%

SCHWAB STRATEGIC TREMRG MKTEQ ETF

13.5K

—

$491.2K

0.1%

BBNXBeta Bionics, Inc.

31.3K

—

$490K

0.1%

KMIKinder Morgan, Inc.

15.3K

—

$489.5K

0.1%

LISTED FDS TRHORI KI INFL ETF

9.6K

—

$479.5K

0.1%

GLOBAL X FDSARTIFICIAL ETF

7.1K

—

$464.1K

0.1%

VEEVVeeva Systems Inc

2.6K

—

$461.3K

0.1%

WISDOMTREE TRARTI INT INN FD

9.6K

—

$454.1K

0.1%

TJXTJX Companies Inc

2.9K

—

$445.7K

0.1%

BARGraniteShares Gold Trust

11.1K

—

$438.1K

0.1%

VANGUARD INDEX FDSSML CP GRW ETF

1.2K

—

$431.9K

0.1%

VANGUARD MUN BD FDSCORE TAX EXEMPT

5.6K

—

$427.8K

0.1%

PANWPalo Alto Networks Inc

1.3K

—

$427.3K

0.1%

ISHARES TREAFE GRWTH ETF

3.4K

—

$426.9K

0.1%

NOWServiceNow, Inc.

4.3K

—

$422.5K

0.1%

AMERICAN CENTY ETF TRAVANTIS US LARG

4.6K

—

$417.6K

0.1%

PHParker-Hannifin Corp

414

—

$404.9K

0.1%

IBITiShares Bitcoin Trust ETF

12.1K

—

$402.2K

0.1%

AGIAlamos Gold Inc

13.2K

—

$400.5K

0.1%

ISHARES TRHDG MSCI EAFE

8.5K

—

$399.9K

0.1%

SPDR SERIES TRUSTST STR P500GRW

3.3K

—

$398.1K

0.1%

SLBSLB Limited

8.5K

—

$393.5K

0.1%

ISHARES TRCORE MSCI EURO

5.2K

—

$392.2K

0.1%

ISHARES TRNATIONAL MUN ETF

3.6K

—

$385.6K

0.1%

MRKMerck & Co., Inc.

—

$385.1K

0.1%

TAT&T Inc.

18.5K

—

$382.7K

0.1%

CVLTCommvault Systems Inc

2.7K

—

$382.7K

0.1%

ESNTEssent Group Ltd.

5.9K

—

$381.4K

0.1%

DIMENSIONAL ETF TRUSTULTR FIX INC ETF

7.5K

—

$379.3K

0.1%

MOAltria Group, Inc.

5.2K

—

$375.8K

0.1%

ISHARES INCMSCI EMERG MRKT

—

$374.7K

0.1%

UNHUnitedHealth Group Inc

893

—

$371.4K

0.1%

ISHARES TRTIPS BD ETF

3.3K

—

$366.2K

0.1%

NEENextEra Energy Inc

4.2K

—

$365K

0.1%

ISHARES TRMORNINGSTAR GRWT

3.1K

—

$362.8K

0.1%

ISHARES TRISHS 5-10YR INVT

6.8K

—

$359.3K

0.1%

COPConocoPhillips

3.4K

—

$357.5K

0.1%

ABTAbbott Laboratories

3.9K

—

$355.8K

0.1%

SPDR SERIES TRUSTST STR SP500FF

5.6K

—

$345.1K

0.1%

SCHWAB STRATEGIC TRUS LCAP VA ETF

9.8K

—

$340.1K

0.1%

PIMCO ETF TR1-5 US TIP IDX

6.3K

—

$336.4K

0.1%

GPIGroup 1 Automotive Inc

1.2K

—

$334.8K

0.1%

ISHARES TR20 YR TR BD ETF

3.8K

—

$331K

0.1%

AMERICAN CENTY ETF TRAVAN RE INTL ETF

4.1K

—

$330.1K

0.1%

PNCPNC Financial Services Group, Inc.

1.3K

—

$328.5K

0.1%

SELECT SECTOR SPDR TRST STR MATER ETF

6.4K

—

$323.3K

0.1%

SPDR INDEX SHS FDSST DOW GLOBA ETF

6.5K

—

$321.5K

0.1%

SELECT SECTOR SPDR TRST STR ENERG ETF

—

$316.5K

0.1%

ARK ETF TRBLOC FIN INN ETF

—

$315.7K

0.1%

CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT

6.4K

—

$315.5K

0.1%

BANK OF AMER CORP7.25%CNV PFD L

251

—

$314.9K

0.1%

VANGUARD SCOTTSDALE FDSVNG RUS1000GRW

2.5K

—

$314.7K

0.1%

BABAAlibaba Group Holding Ltd

3.3K

—

$311.9K

0.1%

VANGUARD CHARLOTTE FDSTOTAL INT BD ETF

6.4K

—

$311.4K

0.1%

ISHARES TRFLTG RATE NT ETF

6.1K

—

$311K

0.1%

BITBBitwise Bitcoin ETF

9.7K

—

$310.3K

0.1%

INVESCO EXCHANGE TRADED FD TS&P SMCP VLU MNT

4.5K

—

$310K

0.1%

INVESCO EXCHANGE TRADED FD TBLOO MVP MUL ETF

—

$308.8K

0.1%

WTWWillis Towers Watson PLC

1.2K

—

$307.4K

0.1%

DEDeere & Co

483

—

$306.7K

0.1%

ISHARES TRRUSSELL 3000 ETF

716

—

$305.3K

0.1%

GDGeneral Dynamics Corp

857

—

$303.6K

0.1%

TMOThermo Fisher Scientific Inc.

600

—

$300.8K

0.1%

ISHARES TRU.S. TECH ETF

1.2K

—

$297.6K

0.1%

CETCentral Securities Corp

5.7K

—

$296.5K

0.1%

APPNAppian Corp

12.9K

—

$296.4K

0.1%

SPDR SERIES TRUSTST STR SP AERO

—

$295.6K

0.1%

ISHARES TRMRGSTR MD CP GRW

—

$294.9K

0.1%

ISHARES TRISHS 1-5YR INVS

5.5K

—

$290.3K

0.1%

WELLS FARGO & COPERP PFD CNV A

250

—

$289.3K

0.1%

PFEPfizer Inc

11.8K

—

$284.5K

0.1%

SCHWAB STRATEGIC TRINT-TRM U.S TRES

11.5K

—

$284.3K

0.1%

AMERICAN CENTY ETF TRREAL ESTATE ETF

5.9K

—

$280.1K

0.1%

PROFESIONALLY MANAGED PORTFOAKRE FOCUS ETF

5.2K

—

$277K

0.1%

GEVGE Vernova Inc.

234

—

$275K

0.1%

AEPAmerican Electric Power Co Inc

—

$274.2K

0.1%

CLColgate Palmolive Co

—

$272.1K

0.1%

ISHARES TRFUTU AI TECH ETF

3.6K

—

$271.6K

0.1%

VANGUARD WORLD FDHEALTH CAR ETF

901

—

$269.4K

0.1%

TOSTToast, Inc.

9.7K

—

$268.9K

0.1%

SOSouthern Co

2.8K

—

$266K

0.1%

VZVerizon Communications Inc

6.2K

—

$261.8K

0.1%

NSCNorfolk Southern Corp

829

—

$260.7K

0.1%

FDXFedEx Corp

828

—

$259.3K

0.1%

LOWLowe's Companies Inc

1.2K

—

$259.2K

0.1%

ISHARES TRMORNINGSTR US EQ

2.5K

—

$259.1K

0.1%

NRKNuveen New York Amt-Free Quality Municipal Income Fund

24.1K

—

$258.9K

0.1%

BNBROOKFIELD Corp

—

$255.5K

0.1%

VANGUARD SCOTTSDALE FDSINTER TERM TREAS

4.3K

—

$254.6K

0.1%

GSGoldman Sachs Group Inc

246

—

$248.8K

0.1%

EDConsolidated Edison Inc

2.2K

—

$243.4K

0.1%

ISHARES TRRUS MD CP GR ETF

1.7K

—

$243.3K

0.1%

NEMNEWMONT Corp

2.6K

—

$241.2K

0.1%

FCXFreeport-McMoran Inc

3.8K

—

$239K

0.1%

OKLOOklo Inc.

4.4K

—

$232.2K

0.1%

SPOTSpotify Technology S.A.

494

—

$226.8K

0.1%

SCHWAB STRATEGIC TR1000 INDEX ETF

6.3K

—

$226.4K

0.1%

WMBWilliams Companies, Inc.

—

$225.9K

0.1%

AMERICAN CENTY ETF TREMERGING MKT VAL

3.4K

—

$221.2K

0.1%

MNDYmonday.com Ltd.

—

$219.2K

0.1%

DISWalt Disney Co

2.3K

—

$218.1K

0.1%

ISRGIntuitive Surgical Inc

547

—

$217.5K

0.1%

ADMArcher-Daniels-Midland Co

2.8K

—

$213.9K

0.1%

QBTSD-Wave Quantum Inc.

8.9K

—

$213.9K

0.1%

SCHWAB STRATEGIC TRINTL SCEQT ETF

4.4K

—

$213.3K

0.1%

SPDR SERIES TRUSTST STR MSCI GEN

1.4K

—

$213K

0.1%

ADSKAutodesk, Inc.

1.1K

—

$210.8K

0.1%

SHWSherwin Williams Co

605

—

$208.3K

0.1%

WISDOMTREE TRUS QTLY DIV GRT

2.2K

—

$207.3K

0.1%

BLBlackline, Inc.

7.4K

—

$206.3K

0.1%

DIMENSIONAL ETF TRUSTUS LARG VECT ETF

2.5K

—

$205.7K

0.1%

MELIMercadoLibre Inc

121

—

$205.4K

0.1%

AMERICAN CENTY ETF TRAVA MAR SMA ETF

2.9K

—

$203.6K

0.1%

ALGNAlign Technology Inc

1.2K

—

$202.4K

0.1%

AALAmerican Airlines Group Inc.

11.1K

—

$201.4K

0.1%

ISHARES TR0-5 YR TIPS ETF

—

$200.3K

0.1%

PBIPitney Bowes Inc

11.4K

—

$199.7K

0.1%

KRPKimbell Royalty Partners, LP

12.5K

—

$181.9K

0.1%

COMPCompass, Inc.

10K

—

$123.3K

0.1%

PUTNAM ETF TRUSTFRANKLIN MUNI

13.7K

—

$108.6K

0.1%

RWTRedwood Trust Inc

14K

—

$66.4K

0.1%