1
ISHARES TR
CORE S&P500 ETF
IVV
IVV
153,501
$115.0m28.45%
28.45%
Reduced Shares held: Q3 2025 147.1k, Q4 2025 151.4k, Q1 2026 155.4k, Q2 2026 153.5k
-1.9k
-1,870
-1.2%
2
ISHARES TR
RUS 1000 GRW ETF
IWF
IWF
438,767
$54.5m13.48%
13.48%
Reduced Shares held: Q3 2025 419.0k, Q4 2025 428.3k, Q1 2026 441.8k, Q2 2026 438.8k
-3.1k
-3,073
-0.7%
3
ISHARES TR
RUS 1000 VAL ETF
IWD
IWD
147,043
$35.7m8.82%
8.82%
Reduced Shares held: Q3 2025 140.2k, Q4 2025 147.9k, Q1 2026 153.6k, Q2 2026 147.0k
-6.5k
-6,523
-4.2%
4
ISHARES TR
CORE S&P SCP ETF
IJR
IJR
228,635
$33.9m8.39%
8.39%
Added Shares held: Q3 2025 214.7k, Q4 2025 222.2k, Q1 2026 226.9k, Q2 2026 228.6k
+1.7k
+1,707
0.8%
5
INVESCO QQQ TR
UNIT SER 1
QQQ
QQQ
31,458
$23.2m5.73%
5.73%
Added Shares held: Q3 2025 29.8k, Q4 2025 30.6k, Q1 2026 31.3k, Q2 2026 31.5k
+133
+133
0.4%
6
ISHARES TR
CORE MSCI EAFE
IEFA
IEFA
166,358
$16.1m3.98%
3.98%
Reduced Shares held: Q3 2025 170.3k, Q4 2025 172.7k, Q1 2026 168.5k, Q2 2026 166.4k
-2.1k
-2,110
-1.2%
7
AMERICAN CENTY ETF TR
US SML CP VALU
AVUV
AVUV
112,496
$14.0m3.47%
3.47%
Reduced Shares held: Q3 2025 104.8k, Q4 2025 111.2k, Q1 2026 114.0k, Q2 2026 112.5k
-1.5k
-1,464
-1.3%
8
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
VWO
VWO
165,953
$9.9m2.45%
2.45%
Added Shares held: Q3 2025 153.7k, Q4 2025 161.5k, Q1 2026 164.5k, Q2 2026 166.0k
+1.4k
+1,432
0.9%
9
ISHARES TR
NATIONAL MUN ETF
MUB
MUB
74,070
$8.0m1.97%
1.97%
Added Shares held: Q3 2025 57.9k, Q4 2025 63.5k, Q1 2026 66.6k, Q2 2026 74.1k
+7.5k
+7,509
11.3%
10
ISHARES BITCOIN TRUST ETF
SHS BEN INT
IBIT
IBIT
232,293
$7.7m1.91%
1.91%
Added Shares held: Q3 2025 159.8k, Q4 2025 192.2k, Q1 2026 216.8k, Q2 2026 232.3k
+15.5k
+15,491
7.2%
11
ISHARES U S ETF TR
SHORT DURATION B
NEAR
NEAR
154,765
$7.7m1.91%
1.91%
Reduced Shares held: Q3 2025 151.8k, Q4 2025 155.8k, Q1 2026 159.3k, Q2 2026 154.8k
-4.6k
-4,567
-2.9%
12
ISHARES TR
3 7 YR TREAS BD
IEI
IEI
64,292
$7.6m1.87%
1.87%
Reduced Shares held: Q3 2025 57.3k, Q4 2025 63.0k, Q1 2026 65.4k, Q2 2026 64.3k
-1.1k
-1,107
-1.7%
13
AMERICAN CENTY ETF TR
INTL EQT ETF
AVDE
AVDE
81,892
$7.3m1.81%
1.81%
Reduced Shares held: Q3 2025 74.8k, Q4 2025 79.6k, Q1 2026 82.4k, Q2 2026 81.9k
-482
-482
-0.6%
14
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
VEA
VEA
83,217
$5.9m1.47%
1.47%
Added Shares held: Q3 2025 63.9k, Q4 2025 74.0k, Q1 2026 81.9k, Q2 2026 83.2k
+1.3k
+1,279
1.6%
15
ALPHABET INC
CAP STK CL A
GOOGL
GOOGL
13,065
$4.7m1.16%
1.16%
Reduced Shares held: Q3 2025 13.7k, Q4 2025 13.8k, Q1 2026 13.4k, Q2 2026 13.1k
-304
-304
-2.3%
16
MICROSOFT CORP
COM
MSFT
MSFT
11,182
$4.2m1.03%
1.03%
Reduced Shares held: Q3 2025 11.4k, Q4 2025 11.6k, Q1 2026 11.3k, Q2 2026 11.2k
-143
-143
-1.3%
17
NVIDIA CORPORATION
COM
NVDA
NVDA
15,432
$3.1m0.76%
0.76%
Reduced Shares held: Q3 2025 16.0k, Q4 2025 15.9k, Q1 2026 15.7k, Q2 2026 15.4k
-245
-245
-1.6%
18
AMAZON COM INC
COM
AMZN
AMZN
12,871
$3.1m0.76%
0.76%
Reduced Shares held: Q3 2025 13.1k, Q4 2025 13.4k, Q1 2026 13.1k, Q2 2026 12.9k
-227
-227
-1.7%
19
SPDR S&P 500 ETF TR
TR UNIT
SPY
SPY
2,715
$2.0m0.50%
0.50%
Reduced Shares held: Q3 2025 2.7k, Q4 2025 3.0k, Q1 2026 3.0k, Q2 2026 2.7k
-267
-267
-8.9%
20
SPDR SER TR
PRTFLO S&P500 HI
SPYD
SPYD
40,384
$1.9m0.48%
0.48%
Unchanged Shares held: Q3 2025 40.4k, Q4 2025 40.4k, Q1 2026 40.4k, Q2 2026 40.4k
21
JPMORGAN CHASE & CO
COM
JPM
JPM
5,469
$1.8m0.44%
0.44%
Added Shares held: Q3 2025 5.4k, Q4 2025 5.5k, Q1 2026 5.5k, Q2 2026 5.5k
+19
+19
0.3%
22
AMERICAN EXPRESS CO
COM
AXP
AXP
4,658
$1.6m0.39%
0.39%
Added Shares held: Q3 2025 4.5k, Q4 2025 4.6k, Q1 2026 4.6k, Q2 2026 4.7k
+49
+49
1.1%
23
WALMART INC
COM
WMT
WMT
13,206
$1.5m0.37%
0.37%
Reduced Shares held: Q3 2025 13.4k, Q4 2025 13.5k, Q1 2026 13.2k, Q2 2026 13.2k
-25
-25
-0.2%
24
INTERNATIONAL BUSINESS MACHS
COM
IBM
IBM
4,728
$1.3m0.33%
0.33%
Added Shares held: Q3 2025 4.7k, Q4 2025 4.8k, Q1 2026 4.7k, Q2 2026 4.7k
+7
+7
0.1%
25
APPLE INC
COM
AAPL
AAPL
4,489
$1.3m0.32%
0.32%
Added Shares held: Q3 2025 4.1k, Q4 2025 4.5k, Q1 2026 4.5k, Q2 2026 4.5k
+28
+28
0.6%
26
TEXAS INSTRS INC
COM
TXN
TXN
3,884
$1.2m0.29%
0.29%
Added Shares held: Q3 2025 3.8k, Q4 2025 3.9k, Q1 2026 3.9k, Q2 2026 3.9k
+16
+16
0.4%
27
CITIGROUP INC
COM NEW
C
C
7,931
$1.1m0.27%
0.27%
Reduced Shares held: Q3 2025 7.8k, Q4 2025 8.0k, Q1 2026 8.1k, Q2 2026 7.9k
-136
-136
-1.7%
28
SPACE EXPLORATION TECHN CORP
CLASS A COM STK
SPCX
SPCX
6,481
$1.1m0.27%
0.27%
New Shares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 6.5k
29
META PLATFORMS INC
CL A
META
META
1,950
$1.1m0.27%
0.27%
Added Shares held: Q3 2025 1.9k, Q4 2025 2.0k, Q1 2026 1.9k, Q2 2026 1.9k
+21
+21
1.1%
30
PROGRESSIVE CORP
COM
PGR
PGR
4,842
$1.1m0.26%
0.26%
Reduced Shares held: Q3 2025 5.0k, Q4 2025 5.0k, Q1 2026 5.0k, Q2 2026 4.8k
-112
-112
-2.3%
31
COCA COLA CO
COM
KO
KO
12,528
$1.0m0.25%
0.25%
Added Shares held: Q3 2025 11.5k, Q4 2025 12.2k, Q1 2026 12.2k, Q2 2026 12.5k
+303
+303
2.5%
32
NETFLIX INC
COM
NFLX
NFLX
13,028
$930.2k0.23%
0.23%
Reduced Shares held: Q3 2025 13.5k, Q4 2025 13.5k, Q1 2026 13.4k, Q2 2026 13.0k
-326
-326
-2.4%
33
TESLA INC
COM
TSLA
TSLA
2,181
$917.3k0.23%
0.23%
Reduced Shares held: Q3 2025 2.4k, Q4 2025 2.5k, Q1 2026 2.2k, Q2 2026 2.2k
-56
-56
-2.5%
34
VISA INC
COM CL A
V
V
2,650
$909.5k0.23%
0.23%
Reduced Shares held: Q3 2025 2.6k, Q4 2025 2.7k, Q1 2026 2.7k, Q2 2026 2.6k
-23
-23
-0.9%
35
SCHWAB STRATEGIC TR
US DIVIDEND EQ
SCHD
SCHD
27,431
$868.6k0.21%
0.21%
Added Shares held: Q3 2025 120, Q4 2025 128, Q1 2026 559, Q2 2026 27.4k
+26.9k
+26,872
4807.2%
36
PROCTER AND GAMBLE CO
COM
PG
PG
5,404
$789.1k0.20%
0.20%
Added Shares held: Q3 2025 5.1k, Q4 2025 5.3k, Q1 2026 5.3k, Q2 2026 5.4k
+146
+146
2.8%
37
VERIZON COMMUNICATIONS INC
COM
VZ
VZ
17,949
$760.0k0.19%
0.19%
Reduced Shares held: Q3 2025 19.7k, Q4 2025 20.5k, Q1 2026 18.3k, Q2 2026 17.9k
-302
-302
-1.6%
38
LOWES COS INC
COM
LOW
LOW
3,277
$722.7k0.18%
0.18%
Added Shares held: Q3 2025 3.1k, Q4 2025 3.2k, Q1 2026 3.2k, Q2 2026 3.3k
+109
+109
3.4%
39
MORGAN STANLEY
COM NEW
MS
MS
3,343
$699.2k0.17%
0.17%
Added Shares held: Q3 2025 3.3k, Q4 2025 3.3k, Q1 2026 3.3k, Q2 2026 3.3k
+10
+10
0.3%
40
STARBUCKS CORP
COM
SBUX
SBUX
6,817
$696.8k0.17%
0.17%
Added Shares held: Q3 2025 6.6k, Q4 2025 6.8k, Q1 2026 6.8k, Q2 2026 6.8k
+13
+13
0.2%
41
ISHARES GOLD TR
ISHARES NEW
IAU
IAU
9,169
$692.4k0.17%
0.17%
Unchanged Shares held: Q3 2025 2.2k, Q4 2025 2.8k, Q1 2026 9.2k, Q2 2026 9.2k
42
VANGUARD WHITEHALL FDS
INTL HIGH ETF
VYMI
VYMI
7,048
$692.1k0.17%
0.17%
Unchanged Shares held: Q3 2025 7.0k, Q4 2025 7.0k, Q1 2026 7.0k, Q2 2026 7.0k
43
CISCO SYS INC
COM
CSCO
CSCO
5,754
$676.1k0.17%
0.17%
Added Shares held: Q3 2025 5.5k, Q4 2025 5.5k, Q1 2026 5.6k, Q2 2026 5.8k
+154
+154
2.8%
44
MASTERCARD INCORPORATED
CL A
MA
MA
1,250
$642.4k0.16%
0.16%
Added Shares held: Q3 2025 1.3k, Q4 2025 1.3k, Q1 2026 1.2k, Q2 2026 1.2k
+2
+2
0.2%
45
ISHARES TR
IBOXX HI YD ETF
HYG
HYG
6,899
$551.7k0.14%
0.14%
Unchanged Shares held: Q3 2025 6.9k, Q4 2025 6.9k, Q1 2026 6.9k, Q2 2026 6.9k
46
CHIPOTLE MEXICAN GRILL INC
COM
CMG
CMG
15,611
$517.2k0.13%
0.13%
Reduced Shares held: Q3 2025 15.2k, Q4 2025 15.8k, Q1 2026 15.8k, Q2 2026 15.6k
-221
-221
-1.4%
47
ISHARES TR
MSCI ACWI EX US
ACWX
ACWX
6,712
$510.9k0.13%
0.13%
Unchanged Shares held: Q3 2025 6.7k, Q4 2025 6.7k, Q1 2026 6.7k, Q2 2026 6.7k
48
UNITEDHEALTH GROUP INC
COM
UNH
UNH
1,166
$485.3k0.12%
0.12%
Reduced Shares held: Q3 2025 1.4k, Q4 2025 1.4k, Q1 2026 1.2k, Q2 2026 1.2k
-47
-47
-3.9%
49
ADVANCED MICRO DEVICES INC
COM
AMD
AMD
819
$475.8k0.12%
0.12%
Added Shares held: Q3 2025 547, Q4 2025 759, Q1 2026 759, Q2 2026 819
+60
+60
7.9%
50
JOHNSON & JOHNSON
COM
JNJ
JNJ
1,309
$332.9k0.08%
0.08%
Added Shares held: Q3 2025 1.3k, Q4 2025 1.3k, Q1 2026 1.3k, Q2 2026 1.3k
+1
+1
0.1%
51
STRYKER CORPORATION
COM
SYK
SYK
1,033
$325.5k0.08%
0.08%
Reduced Shares held: Q3 2025 1.0k, Q4 2025 1.0k, Q1 2026 1.0k, Q2 2026 1.0k
-9
-9
-0.9%
52
EXXON MOBIL CORP
COM
XOM
XOM
2,330
$318.7k0.08%
0.08%
Unchanged Shares held: Q3 2025 2.3k, Q4 2025 2.3k, Q1 2026 2.3k, Q2 2026 2.3k
53
PHILIP MORRIS INTL INC
COM
PM
PM
1,703
$308.1k0.08%
0.08%
Unchanged Shares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k
54
PFIZER INC
COM
PFE
PFE
12,327
$295.1k0.07%
0.07%
Reduced Shares held: Q3 2025 16.5k, Q4 2025 17.3k, Q1 2026 16.4k, Q2 2026 12.3k
-4.0k
-4,047
-24.7%
55
ASML HOLDING N V
N Y REGISTRY SHS
ASML
ASML
145
$288.5k0.07%
0.07%
Unchanged Shares held: Q3 2025 100, Q4 2025 170, Q1 2026 145, Q2 2026 145
56
ELI LILLY & CO
COM
LLY
LLY
232
$279.2k0.07%
0.07%
Unchanged Shares held: Q3 2025 169, Q4 2025 169, Q1 2026 232, Q2 2026 232
57
BROADCOM INC
COM
AVGO
AVGO
695
$262.6k0.06%
0.06%
Unchanged Shares held: Q3 2025 530, Q4 2025 695, Q1 2026 695, Q2 2026 695
58
ANALOG DEVICES INC
COM
ADI
ADI
627
$249.1k0.06%
0.06%
Unchanged Shares held: Q3 2025 621, Q4 2025 627, Q1 2026 627, Q2 2026 627
59
ABBVIE INC
COM
ABBV
ABBV
984
$247.7k0.06%
0.06%
Unchanged Shares held: Q3 2025 964, Q4 2025 984, Q1 2026 984, Q2 2026 984
60
CONOCOPHILLIPS
COM
COP
COP
2,378
$247.3k0.06%
0.06%
Added Shares held: Q3 2025 2.4k, Q4 2025 2.4k, Q1 2026 2.4k, Q2 2026 2.4k
+5
+5
0.2%
61
BIOGEN INC
COM
BIIB
BIIB
1,060
$229.0k0.06%
0.06%
Reduced Shares held: Q3 2025 2.1k, Q4 2025 2.1k, Q1 2026 1.9k, Q2 2026 1.1k
-884
-884
-45.5%
62
SPDR SER TR
BLOOMBERG HIGH Y
JNK
JNK
2,371
$228.5k0.06%
0.06%
Unchanged Shares held: Q3 2025 2.4k, Q4 2025 2.4k, Q1 2026 2.4k, Q2 2026 2.4k
63
ISHARES TR
MSCI EMG MKT ETF
EEM
EEM
3,277
$224.2k0.06%
0.06%
Added Shares held: Q3 2025 4.0k, Q4 2025 3.3k, Q1 2026 3.3k, Q2 2026 3.3k
+17
+17
0.5%
64
ISHARES TR
PFD AND INCM SEC
PFF
PFF
7,285
$222.1k0.05%
0.05%
Reduced Shares held: Q3 2025 9.1k, Q4 2025 9.1k, Q1 2026 9.1k, Q2 2026 7.3k
-1.8k
-1,825
-20.0%
65
ISHARES TR
S&P 500 GRWT ETF
IVW
IVW
1,605
$220.8k0.05%
0.05%
Reduced Shares held: Q3 2025 2.0k, Q4 2025 1.9k, Q1 2026 1.7k, Q2 2026 1.6k
-72
-72
-4.3%
66
ISHARES INC
CORE MSCI EMKT
IEMG
IEMG
2,636
$218.4k0.05%
0.05%
Reduced Shares held: Q3 2025 2.9k, Q4 2025 2.9k, Q1 2026 2.9k, Q2 2026 2.6k
-225
-225
-7.9%
67
HOME DEPOT INC
COM
HD
HD
611
$215.8k0.05%
0.05%
Reduced Shares held: Q3 2025 617, Q4 2025 659, Q1 2026 660, Q2 2026 611
-49
-49
-7.4%
68
GENERAL DYNAMICS CORP
COM
GD
GD
603
$213.9k0.05%
0.05%
Unchanged Shares held: Q3 2025 603, Q4 2025 603, Q1 2026 603, Q2 2026 603
69
COSTCO WHSL CORP NEW
COM
COST
COST
217
$204.2k0.05%
0.05%
Unchanged Shares held: Q3 2025 178, Q4 2025 217, Q1 2026 217, Q2 2026 217
70
UNITED AIRLS HLDGS INC
COM
UAL
UAL
1,500
$204.0k0.05%
0.05%
Unchanged Shares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
71
CATERPILLAR INC
COM
CAT
CAT
188
$200.3k0.05%
0.05%
Unchanged Shares held: Q3 2025 188, Q4 2025 188, Q1 2026 188, Q2 2026 188
72
BLACKROCK INC
COM
BLK
BLK
207
$199.4k0.05%
0.05%
Unchanged Shares held: Q3 2025 207, Q4 2025 207, Q1 2026 207, Q2 2026 207
73
VANGUARD INDEX FDS
GROWTH ETF
VUG
VUG
2,314
$199.4k0.05%
0.05%
Added Shares held: Q3 2025 2.3k, Q4 2025 2.3k, Q1 2026 2.3k, Q2 2026 2.3k
+4
+4
0.2%
74
PALO ALTO NETWORKS INC
COM
PANW
PANW
584
$199.2k0.05%
0.05%
Added Shares held: Q3 2025 580, Q4 2025 580, Q1 2026 580, Q2 2026 584
+4
+4
0.7%
75
ISHARES TR
MODERT ALLOC ETF
AOM
AOM
3,743
$186.7k0.05%
0.05%
Added Shares held: Q3 2025 3.7k, Q4 2025 3.7k, Q1 2026 3.7k, Q2 2026 3.7k
+24
+24
0.7%
76
CVS HEALTH CORP
COM
CVS
CVS
1,798
$186.1k0.05%
0.05%
Added Shares held: Q3 2025 1.8k, Q4 2025 1.8k, Q1 2026 1.8k, Q2 2026 1.8k
+14
+14
0.8%
77
SOUTHERN CO
COM
SO
SO
1,832
$175.5k0.04%
0.04%
Added Shares held: Q3 2025 1.8k, Q4 2025 1.8k, Q1 2026 1.8k, Q2 2026 1.8k
+15
+15
0.8%
78
ARISTA NETWORKS INC
COM SHS
ANET
ANET
1,012
$171.9k0.04%
0.04%
Unchanged Shares held: Q3 2025 1.0k, Q4 2025 1.0k, Q1 2026 1.0k, Q2 2026 1.0k
79
CHEVRON CORP NEW
COM
CVX
CVX
978
$162.3k0.04%
0.04%
Unchanged Shares held: Q3 2025 950, Q4 2025 978, Q1 2026 978, Q2 2026 978
80
PROLOGIS INC.
COM
PLD
PLD
1,090
$147.8k0.04%
0.04%
Added Shares held: Q3 2025 1.0k, Q4 2025 1.1k, Q1 2026 1.1k, Q2 2026 1.1k
+3
+3
0.3%
81
NIKE INC
CL B
NKE
NKE
3,579
$145.9k0.04%
0.04%
Reduced Shares held: Q3 2025 6.7k, Q4 2025 7.0k, Q1 2026 7.0k, Q2 2026 3.6k
-3.4k
-3,417
-48.8%
82
REGENCY CTRS CORP
COM
REG
REG
1,772
$141.4k0.03%
0.03%
Added Shares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.8k, Q2 2026 1.8k
+17
+17
1.0%
83
WELLS FARGO CO NEW
COM
WFC
WFC
1,681
$138.9k0.03%
0.03%
Unchanged Shares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k
84
CHUBB LIMITED
COM
CB
CB
399
$136.0k0.03%
0.03%
Unchanged Shares held: Q3 2025 399, Q4 2025 399, Q1 2026 399, Q2 2026 399
85
MCDONALDS CORP
COM
MCD
MCD
496
$134.2k0.03%
0.03%
Unchanged Shares held: Q3 2025 446, Q4 2025 496, Q1 2026 496, Q2 2026 496
86
ALPHABET INC
CAP STK CL C
GOOG
GOOG
375
$132.8k0.03%
0.03%
Unchanged Shares held: Q3 2025 93, Q4 2025 375, Q1 2026 375, Q2 2026 375
87
US BANCORP DEL
COM NEW
USB
USB
2,166
$130.8k0.03%
0.03%
Unchanged Shares held: Q3 2025 2.1k, Q4 2025 2.2k, Q1 2026 2.2k, Q2 2026 2.2k
88
BLACKROCK PRIVATE CREDIT FUND CLASS INSTITUTIONAL SHARES
CLOSED END MUTL FUND
CLOSED END MUTL FUND
5,282
$125.0k0.03%
0.03%
Added Shares held: Q3 2025 4.9k, Q4 2025 5.0k, Q1 2026 5.2k, Q2 2026 5.3k
+127
+127
2.5%
89
MERCK & CO INC
COM
MRK
MRK
956
$122.9k0.03%
0.03%
Unchanged Shares held: Q3 2025 956, Q4 2025 956, Q1 2026 956, Q2 2026 956
90
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
TSM
TSM
255
$121.8k0.03%
0.03%
Unchanged Shares held: Q3 2025 255, Q4 2025 1.1k, Q1 2026 255, Q2 2026 255
91
METLIFE INC
COM
MET
MET
1,410
$119.4k0.03%
0.03%
Unchanged Shares held: Q3 2025 1.4k, Q4 2025 1.4k, Q1 2026 1.4k, Q2 2026 1.4k
92
SCHWAB CHARLES CORP
COM
SCHW
SCHW
1,267
$117.0k0.03%
0.03%
Added Shares held: Q3 2025 1.2k, Q4 2025 1.3k, Q1 2026 1.3k, Q2 2026 1.3k
+2
+2
0.2%
93
SCHLUMBERGER LTD
COM STK
SLB
SLB
2,466
$114.7k0.03%
0.03%
Added Shares held: Q3 2025 0, Q4 2025 1.3k, Q1 2026 2.5k, Q2 2026 2.5k
+14
+14
0.6%
94
REGIONS FINANCIAL CORP NEW
COM
RF
RF
3,737
$112.9k0.03%
0.03%
Added Shares held: Q3 2025 3.6k, Q4 2025 3.7k, Q1 2026 3.7k, Q2 2026 3.7k
+37
+37
1.0%
95
UBER TECHNOLOGIES INC
COM
UBER
UBER
1,544
$111.4k0.03%
0.03%
Unchanged Shares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
96
VANGUARD INDEX FDS
MID CAP ETF
VO
VO
1,380
$111.2k0.03%
0.03%
Unchanged Shares held: Q3 2025 1.4k, Q4 2025 1.4k, Q1 2026 1.4k, Q2 2026 1.4k
97
GALLAGHER ARTHUR J & CO
COM
AJG
AJG
467
$107.3k0.03%
0.03%
Unchanged Shares held: Q3 2025 467, Q4 2025 467, Q1 2026 467, Q2 2026 467
98
NUCOR CORP
COM
NUE
NUE
456
$101.8k0.03%
0.03%
Added Shares held: Q3 2025 452, Q4 2025 454, Q1 2026 455, Q2 2026 456
+1
+1
0.2%
99
REALTY INCOME CORP
COM
O
O
1,576
$97.7k0.02%
0.02%
Added Shares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.6k, Q2 2026 1.6k
+21
+21
1.4%
100
EOG RES INC
COM
EOG
EOG
723
$93.9k0.02%
0.02%
Unchanged Shares held: Q3 2025 723, Q4 2025 723, Q1 2026 723, Q2 2026 723