1
VANGUARD INDEX FDS
LARGE CAP ETF
VV
VV
101,070
$31.8m9.32%
9.32%
Reduced Shares held: Q1 2025 0, Q2 2025 28.1k, Q3 2025 101.4k, Q4 2025 101.1k
-371
-371
-0.4%
2
ISHARES GOLD TR
ISHARES NEW
IAU
IAU
331,438
$26.9m7.88%
7.88%
Reduced Shares held: Q1 2025 398.7k, Q2 2025 372.0k, Q3 2025 364.2k, Q4 2025 331.4k
-32.7k
-32,724
-9.0%
3
INVESCO QQQ TR
UNIT SER 1
QQQ
QQQ
36,854
$22.6m6.63%
6.63%
Added Shares held: Q1 2025 27.6k, Q2 2025 19.6k, Q3 2025 29.6k, Q4 2025 36.9k
+7.3k
+7,295
24.7%
4
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
BNDX
BNDX
407,361
$19.7m5.77%
5.77%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 407.4k
5
VANGUARD BD INDEX FDS
TOTAL BND MRKT
BND
BND
259,795
$19.2m5.64%
5.64%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 259.8k
6
SEI EXCHANGE TRADED FUNDS
ENHANCED US LRG
SEIM
SEIM
367,435
$16.9m4.97%
4.97%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 367.4k
7
ISHARES TR
EAFE VALUE ETF
EFV
EFV
220,550
$15.7m4.61%
4.61%
New Shares held: Q1 2025 0, Q2 2025 151.7k, Q3 2025 0, Q4 2025 220.6k
8
VANGUARD MUN BD FDS
TAX EXEMPT BD
VTEB
VTEB
310,975
$15.6m4.58%
4.58%
Added Shares held: Q1 2025 102.4k, Q2 2025 105.8k, Q3 2025 108.9k, Q4 2025 311.0k
+202.1k
+202,118
185.7%
9
ISHARES TR
MSCI EMG MKT ETF
EEM
EEM
285,278
$15.6m4.57%
4.57%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 292.0k, Q4 2025 285.3k
-6.7k
-6,679
-2.3%
10
ISHARES TR
MSCI EAFE ETF
EFA
EFA
160,433
$15.4m4.51%
4.51%
Added Shares held: Q1 2025 0, Q2 2025 119.1k, Q3 2025 159.4k, Q4 2025 160.4k
+1.1k
+1,062
0.7%
11
ISHARES TR
MICRO-CAP ETF
IWC
IWC
66,718
$10.5m3.08%
3.08%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 66.7k
12
VANGUARD MALVERN FDS
STRM INFPROIDX
VTIP
VTIP
151,299
$7.5m2.19%
2.19%
Added Shares held: Q1 2025 36.2k, Q2 2025 36.6k, Q3 2025 64.7k, Q4 2025 151.3k
+86.6k
+86,585
133.8%
13
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
VWOB
VWOB
107,410
$7.2m2.12%
2.12%
Added Shares held: Q1 2025 35.7k, Q2 2025 35.6k, Q3 2025 46.0k, Q4 2025 107.4k
+61.4k
+61,398
133.4%
14
ISHARES TR
MSCI EAFE MIN VL
EFAV
EFAV
82,525
$7.1m2.09%
2.09%
Added Shares held: Q1 2025 80.1k, Q2 2025 81.5k, Q3 2025 81.2k, Q4 2025 82.5k
+1.4k
+1,373
1.7%
15
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
DISV
DISV
140,272
$5.3m1.56%
1.56%
Reduced Shares held: Q1 2025 137.7k, Q2 2025 141.6k, Q3 2025 319.1k, Q4 2025 140.3k
-178.8k
-178,822
-56.0%
16
ISHARES TR
SHRT NAT MUN ETF
SUB
SUB
49,074
$5.2m1.53%
1.53%
Added Shares held: Q1 2025 22.5k, Q2 2025 23.4k, Q3 2025 23.8k, Q4 2025 49.1k
+25.3k
+25,288
106.3%
17
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
DFUV
DFUV
112,065
$5.2m1.53%
1.53%
Added Shares held: Q1 2025 102.3k, Q2 2025 106.3k, Q3 2025 109.2k, Q4 2025 112.1k
+2.9k
+2,901
2.7%
18
COCA COLA CO
COM
KO
KO
68,942
$4.8m1.41%
1.41%
Reduced Shares held: Q1 2025 36.5k, Q2 2025 36.5k, Q3 2025 69.0k, Q4 2025 68.9k
-78
-78
-0.1%
19
SEI EXCHANGE TRADED FUNDS
ENHANCED US LRG
SEIQ
SEIQ
109,229
$4.3m1.25%
1.25%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 109.2k
20
ISHARES U S ETF TR
INT RT HD LONG
IGBH
IGBH
168,508
$4.2m1.22%
1.22%
Reduced Shares held: Q1 2025 395.1k, Q2 2025 266.2k, Q3 2025 371.6k, Q4 2025 168.5k
-203.1k
-203,056
-54.6%
21
SPDR SER TR
BLOOMBERG 1-3 MO
BIL
BIL
44,547
$4.1m1.19%
1.19%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 44.5k
22
VANGUARD INDEX FDS
TOTAL STK MKT
VTI
VTI
11,768
$3.9m1.16%
1.16%
Added Shares held: Q1 2025 8.3k, Q2 2025 8.4k, Q3 2025 8.5k, Q4 2025 11.8k
+3.3k
+3,293
38.9%
23
ISHARES TR
MSCI USA MIN VOL
USMV
USMV
39,679
$3.7m1.09%
1.09%
Added Shares held: Q1 2025 37.2k, Q2 2025 38.2k, Q3 2025 38.9k, Q4 2025 39.7k
+800
+800
2.1%
24
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
DIHP
DIHP
115,905
$3.7m1.08%
1.08%
Added Shares held: Q1 2025 106.2k, Q2 2025 111.0k, Q3 2025 113.9k, Q4 2025 115.9k
+2.0k
+1,969
1.7%
25
SEI EXCHANGE TRADED FUNDS
ENHANCED US LRG
SEIV
SEIV
85,421
$3.5m1.04%
1.04%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 85.4k
26
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
VCIT
VCIT
30,461
$2.6m0.75%
0.75%
Added Shares held: Q1 2025 38.8k, Q2 2025 30.3k, Q3 2025 30.0k, Q4 2025 30.5k
+416
+416
1.4%
27
ISHARES TR
IBOXX INV CP ETF
LQD
LQD
22,722
$2.5m0.73%
0.73%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 22.7k
28
DIMENSIONAL ETF TRUST
INFLATION PROTE
DFIP
DFIP
59,722
$2.5m0.73%
0.73%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 59.7k
29
APPLE INC
COM
AAPL
AAPL
8,292
$2.3m0.66%
0.66%
Reduced Shares held: Q1 2025 9.2k, Q2 2025 8.9k, Q3 2025 8.4k, Q4 2025 8.3k
-60
-60
-0.7%
30
ISHARES TR
SELECT DIVID ETF
DVY
DVY
15,231
$2.1m0.63%
0.63%
Added Shares held: Q1 2025 18.4k, Q2 2025 15.0k, Q3 2025 15.0k, Q4 2025 15.2k
+270
+270
1.8%
31
DIMENSIONAL ETF TRUST
EMERGING MKTS HI
DEHP
DEHP
58,722
$1.9m0.55%
0.55%
Added Shares held: Q1 2025 53.4k, Q2 2025 56.5k, Q3 2025 57.8k, Q4 2025 58.7k
+943
+943
1.6%
32
MICROSOFT CORP
COM
MSFT
MSFT
3,615
$1.7m0.51%
0.51%
Reduced Shares held: Q1 2025 3.6k, Q2 2025 3.7k, Q3 2025 3.7k, Q4 2025 3.6k
-76
-76
-2.1%
33
ALPHABET INC
CAP STK CL A
GOOGL
GOOGL
5,548
$1.7m0.51%
0.51%
Added Shares held: Q1 2025 3.0k, Q2 2025 3.0k, Q3 2025 2.9k, Q4 2025 5.5k
+2.6k
+2,600
88.2%
34
HOME DEPOT INC
COM
HD
HD
4,901
$1.7m0.49%
0.49%
Added Shares held: Q1 2025 4.6k, Q2 2025 4.2k, Q3 2025 4.2k, Q4 2025 4.9k
+713
+713
17.0%
35
SPDR S&P 500 ETF TR
TR UNIT
SPY
SPY
2,414
$1.6m0.48%
0.48%
Added Shares held: Q1 2025 55.4k, Q2 2025 30.7k, Q3 2025 2.3k, Q4 2025 2.4k
+65
+65
2.8%
36
ISHARES INC
CORE MSCI EMKT
IEMG
IEMG
24,418
$1.6m0.48%
0.48%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 24.4k
37
ISHARES TR
US TELECOM ETF
IYZ
IYZ
39,670
$1.3m0.39%
0.39%
Added Shares held: Q1 2025 0, Q2 2025 35.2k, Q3 2025 36.2k, Q4 2025 39.7k
+3.5k
+3,519
9.7%
38
ISHARES TR
U.S. TECH ETF
IYW
IYW
6,529
$1.3m0.38%
0.38%
Added Shares held: Q1 2025 0, Q2 2025 6.0k, Q3 2025 6.2k, Q4 2025 6.5k
+373
+373
6.1%
39
ISHARES TR
US HLTHCARE ETF
IYH
IYH
19,961
$1.3m0.38%
0.38%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 20.0k
40
SPDR SER TR
NUVEEN BLOOMBERG
HYMB
HYMB
51,317
$1.3m0.38%
0.38%
Added Shares held: Q1 2025 44.5k, Q2 2025 47.3k, Q3 2025 47.9k, Q4 2025 51.3k
+3.4k
+3,419
7.1%
41
ISHARES TR
U.S. UTILITS ETF
IDU
IDU
11,586
$1.3m0.37%
0.37%
New Shares held: Q1 2025 0, Q2 2025 9.6k, Q3 2025 0, Q4 2025 11.6k
42
VANECK ETF TRUST
HIGH YLD MUNIETF
HYD
HYD
24,432
$1.2m0.37%
0.37%
Added Shares held: Q1 2025 22.0k, Q2 2025 22.7k, Q3 2025 22.9k, Q4 2025 24.4k
+1.5k
+1,494
6.5%
43
NVIDIA CORPORATION
COM
NVDA
NVDA
5,784
$1.1m0.32%
0.32%
Reduced Shares held: Q1 2025 6.1k, Q2 2025 5.3k, Q3 2025 7.2k, Q4 2025 5.8k
-1.4k
-1,394
-19.4%
44
BROADCOM INC
COM
AVGO
AVGO
2,640
$913.7k0.27%
0.27%
Reduced Shares held: Q1 2025 1.6k, Q2 2025 2.8k, Q3 2025 3.6k, Q4 2025 2.6k
-952
-952
-26.5%
45
WARNER BROS DISCOVERY INC
COM SER A
WBD
WBD
30,159
$869.2k0.25%
0.25%
Added Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 19.0k, Q4 2025 30.2k
+11.2k
+11,193
59.0%
46
MICRON TECHNOLOGY INC
COM
MU
MU
3,035
$866.2k0.25%
0.25%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 3.0k
47
APPLOVIN CORP
COM CL A
APP
APP
1,250
$842.3k0.25%
0.25%
Reduced Shares held: Q1 2025 0, Q2 2025 929, Q3 2025 1.4k, Q4 2025 1.2k
-149
-149
-10.7%
48
TESLA INC
COM
TSLA
TSLA
1,857
$835.1k0.24%
0.24%
Added Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 1.1k, Q4 2025 1.9k
+779
+779
72.3%
49
KLA CORP
COM NEW
KLAC
KLAC
675
$820.2k0.24%
0.24%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 675
50
AMAZON COM INC
COM
AMZN
AMZN
3,347
$772.6k0.23%
0.23%
Added Shares held: Q1 2025 3.0k, Q2 2025 3.2k, Q3 2025 3.1k, Q4 2025 3.3k
+251
+251
8.1%
51
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
VEA
VEA
10,489
$655.2k0.19%
0.19%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 10.5k
52
VANGUARD MALVERN FDS
CORE-PLUS BD ETF
VPLS
VPLS
8,176
$638.7k0.19%
0.19%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 8.2k
53
SOUTHERN CO
COM
SO
SO
7,265
$633.5k0.19%
0.19%
Reduced Shares held: Q1 2025 9.2k, Q2 2025 8.8k, Q3 2025 7.7k, Q4 2025 7.3k
-394
-394
-5.1%
54
INTERNATIONAL BUSINESS MACHS
COM
IBM
IBM
2,061
$610.5k0.18%
0.18%
Added Shares held: Q1 2025 3.0k, Q2 2025 3.1k, Q3 2025 2.0k, Q4 2025 2.1k
+44
+44
2.2%
55
GE AEROSPACE
COM NEW
GE
GE
1,942
$598.2k0.18%
0.18%
Reduced Shares held: Q1 2025 0, Q2 2025 2.0k, Q3 2025 2.0k, Q4 2025 1.9k
-107
-107
-5.2%
56
SELECT SECTOR SPDR TR
TECHNOLOGY
XLK
XLK
4,062
$584.8k0.17%
0.17%
Unchanged Shares held: Q1 2025 4.1k, Q2 2025 4.1k, Q3 2025 4.1k, Q4 2025 4.1k
57
CISCO SYS INC
COM
CSCO
CSCO
6,971
$537.0k0.16%
0.16%
Added Shares held: Q1 2025 5.7k, Q2 2025 6.1k, Q3 2025 6.7k, Q4 2025 7.0k
+309
+309
4.6%
58
AST SPACEMOBILE INC
COM CL A
ASTS
ASTS
7,244
$526.1k0.15%
0.15%
Added Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 6.2k, Q4 2025 7.2k
+1.1k
+1,077
17.5%
59
META PLATFORMS INC
CL A
META
META
790
$521.5k0.15%
0.15%
Added Shares held: Q1 2025 629, Q2 2025 618, Q3 2025 679, Q4 2025 790
+111
+111
16.4%
60
ISHARES TR
0-5YR HI YL CP
SHYG
SHYG
12,019
$515.3k0.15%
0.15%
Added Shares held: Q1 2025 11.7k, Q2 2025 10.4k, Q3 2025 11.6k, Q4 2025 12.0k
+376
+376
3.2%
61
ADVANCED MICRO DEVICES INC
COM
AMD
AMD
2,334
$499.8k0.15%
0.15%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.3k
62
NEWMONT CORP
COM
NEM
NEM
4,597
$459.0k0.13%
0.13%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 5.6k, Q4 2025 4.6k
-995
-995
-17.8%
63
CIENA CORP
COM NEW
CIEN
CIEN
1,943
$454.4k0.13%
0.13%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.9k
64
COHERENT CORP
COM
COHR
COHR
2,388
$440.8k0.13%
0.13%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.4k
65
LAM RESEARCH CORP
COM NEW
LRCX
LRCX
2,556
$437.5k0.13%
0.13%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 3.3k, Q4 2025 2.6k
-777
-777
-23.3%
66
CATERPILLAR INC
COM
CAT
CAT
757
$433.7k0.13%
0.13%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 757
67
JPMORGAN CHASE & CO
COM
JPM
JPM
1,345
$433.4k0.13%
0.13%
Reduced Shares held: Q1 2025 1.5k, Q2 2025 1.4k, Q3 2025 1.4k, Q4 2025 1.3k
-54
-54
-3.9%
68
ALBEMARLE CORP
COM
ALB
ALB
3,052
$431.7k0.13%
0.13%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 3.1k
69
LUMENTUM HLDGS INC
COM
LITE
LITE
1,163
$428.7k0.13%
0.13%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 2.0k, Q4 2025 1.2k
-874
-874
-42.9%
70
TERADYNE INC
COM
TER
TER
2,211
$428.0k0.13%
0.13%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.2k
71
PALANTIR TECHNOLOGIES INC
CL A
PLTR
PLTR
2,404
$427.3k0.13%
0.13%
Reduced Shares held: Q1 2025 0, Q2 2025 5.1k, Q3 2025 2.6k, Q4 2025 2.4k
-233
-233
-8.8%
72
WESTERN DIGITAL CORP
COM
WDC
WDC
2,430
$418.6k0.12%
0.12%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 3.7k, Q4 2025 2.4k
-1.2k
-1,237
-33.7%
73
CORNING INC
COM
GLW
GLW
4,766
$417.3k0.12%
0.12%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 5.7k, Q4 2025 4.8k
-895
-895
-15.8%
74
TE CONNECTIVITY PLC
ORD SHS
TEL
TEL
1,759
$400.2k0.12%
0.12%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.8k
75
GOLDMAN SACHS GROUP INC
COM
GS
GS
454
$399.1k0.12%
0.12%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 527, Q4 2025 454
-73
-73
-13.8%
76
NETFLIX INC
COM
NFLX
NFLX
4,245
$398.0k0.12%
0.12%
Reduced Shares held: Q1 2025 6.3k, Q2 2025 8.6k, Q3 2025 6.3k, Q4 2025 4.2k
-2.1k
-2,085
-32.9%
77
ROBINHOOD MKTS INC
COM CL A
HOOD
HOOD
3,492
$394.9k0.12%
0.12%
Added Shares held: Q1 2025 0, Q2 2025 4.4k, Q3 2025 3.5k, Q4 2025 3.5k
+24
+24
0.7%
78
FIRST SOLAR INC
COM
FSLR
FSLR
1,499
$391.6k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.5k
79
BANK NEW YORK MELLON CORP
COM
BNY
BNY
3,362
$390.3k0.11%
0.11%
Reduced Shares held: Q1 2025 3.4k, Q2 2025 3.4k, Q3 2025 3.5k, Q4 2025 3.4k
-183
-183
-5.2%
80
EXXON MOBIL CORP
COM
XOM
XOM
3,235
$389.3k0.11%
0.11%
Reduced Shares held: Q1 2025 2.4k, Q2 2025 3.5k, Q3 2025 3.4k, Q4 2025 3.2k
-170
-170
-5.0%
81
AMPHENOL CORP
CL A
APH
APH
2,846
$384.6k0.11%
0.11%
Reduced Shares held: Q1 2025 0, Q2 2025 3.1k, Q3 2025 3.0k, Q4 2025 2.8k
-189
-189
-6.2%
82
BELITE BIO INC
SPONSORED ADS
BLTE
BLTE
2,399
$383.7k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.4k
83
INTEL CORP
COM
INTC
INTC
10,342
$381.6k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 10.3k
84
BERKSHIRE HATHAWAY INC DEL
CL B NEW
BRK.B
BRK.B
755
$379.5k0.11%
0.11%
Added Shares held: Q1 2025 782, Q2 2025 737, Q3 2025 721, Q4 2025 755
+34
+34
4.7%
85
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
STX
STX
1,374
$378.4k0.11%
0.11%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 1.8k, Q4 2025 1.4k
-390
-390
-22.1%
86
DEUTSCHE BANK A G
NAMEN AKT
DB
DB
9,759
$376.3k0.11%
0.11%
Reduced Shares held: Q1 2025 0, Q2 2025 10.5k, Q3 2025 10.1k, Q4 2025 9.8k
-389
-389
-3.8%
87
MONOLITHIC PWR SYS INC
COM
MPWR
MPWR
411
$372.5k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 411
88
VERTIV HOLDINGS CO
COM CL A
VRT
VRT
2,285
$370.2k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 2.3k
89
SOCIEDAD QUIMICA Y MINERA DE
SPON ADR SER B
SQM
SQM
5,380
$370.1k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 5.4k
90
ANGLOGOLD ASHANTI PLC
COM SHS
AU
AU
4,263
$363.5k0.11%
0.11%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 4.3k
91
JUMIA TECHNOLOGIES AG
SPONSORED ADS
JMIA
JMIA
28,780
$359.5k0.11%
0.11%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 39.1k, Q4 2025 28.8k
-10.3k
-10,315
-26.4%
92
SOFI TECHNOLOGIES INC
COM
SOFI
SOFI
13,175
$344.9k0.10%
0.10%
Reduced Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 17.9k, Q4 2025 13.2k
-4.7k
-4,679
-26.2%
93
MP MATERIALS CORP
COM CL A
MP
MP
6,483
$327.5k0.10%
0.10%
Added Shares held: Q1 2025 0, Q2 2025 9.1k, Q3 2025 5.0k, Q4 2025 6.5k
+1.4k
+1,442
28.6%
94
INSMED INC
COM PAR $.01
INSM
INSM
1,871
$325.6k0.10%
0.10%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.9k
95
AT&T INC
COM
T
T
12,958
$321.9k0.09%
0.09%
Added Shares held: Q1 2025 11.4k, Q2 2025 12.1k, Q3 2025 12.0k, Q4 2025 13.0k
+961
+961
8.0%
96
CANAAN INC
SPONSORED ADS
CAN
CAN
463,223
$319.6k0.09%
0.09%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 463.2k
97
ALPHABET INC
CAP STK CL C
GOOG
GOOG
1,002
$314.4k0.09%
0.09%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.0k
98
VANGUARD INDEX FDS
MCAP VL IDXVIP
VOE
VOE
1,713
$303.8k0.09%
0.09%
New Shares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 1.7k
99
ISHARES TR
IBOXX HI YD ETF
HYG
HYG
3,669
$295.8k0.09%
0.09%
Added Shares held: Q1 2025 3.9k, Q2 2025 3.4k, Q3 2025 3.6k, Q4 2025 3.7k
+39
+39
1.1%
100
COSTCO WHSL CORP NEW
COM
COST
COST
341
$294.1k0.09%
0.09%
Unchanged Shares held: Q1 2025 368, Q2 2025 392, Q3 2025 341, Q4 2025 341