Location: West Des Moines, IA
CIK: 0001682057 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Feb 9, 2026
Total Value: $423M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 3,225,954 | $128M | 30.2% | $39.59 | $25.34 | +56.3% | US CORE EQUITY 2 | 25434V708 |
| DFIC | DIMENSIONAL ETF TRUST | 2,066,694 | $71.22M | 16.9% | $34.46 | $23.99 | +43.7% | INTL CORE EQUITY | 25434V799 |
| DFEM | DIMENSIONAL ETF TRUST | 756,542 | $25.03M | 5.9% | $33.08 | $25.08 | +31.9% | EMERGING MKTS CO | 25434V732 |
| DUHP | DIMENSIONAL ETF TRUST | 443,009 | $16.85M | 4.0% | $38.03 | $24.71 | +53.9% | US HIGH PROFITAB | 25434V831 |
| DFGR | DIMENSIONAL ETF TRUST | 475,476 | $12.56M | 3.0% | $26.42 | $23.97 | +10.2% | GLOBAL REAL EST | 25434V658 |
| DFAS | DIMENSIONAL ETF TRUST | 175,826 | $12.25M | 2.9% | $69.67 | $59.14 | +17.8% | US SMALL CAP ETF | 25434V500 |
| DFAU | DIMENSIONAL ETF TRUST | 245,507 | $11.49M | 2.7% | $46.80 | $30.78 | +52.1% | US CORE EQT MKT | 25434V104 |
| JPST | J P MORGAN EXCHANGE TRADED F | 175,407 | $8.874M | 2.1% | $50.59 | $50.52 | +0.1% | ULTRA SHRT ETF | 46641Q837 |
| DFAI | DIMENSIONAL ETF TRUST | 155,674 | $5.933M | 1.4% | $38.11 | $28.00 | +36.1% | INTL CORE EQT MK | 25434V203 |
| DFIS | DIMENSIONAL ETF TRUST | 178,735 | $5.888M | 1.4% | $32.94 | $26.66 | +23.6% | INTL SMALL CAP E | 25434V773 |
| BOND | PIMCO ETF TR | 60,077 | $5.592M | 1.3% | $93.08 | $99.58 | -6.5% | ACTIVE BD ETF | 72201R775 |
| AAPL | APPLE INC | 16,115 | $4.381M | 1.0% | $271.86 | $186.16 | +46.0% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 9,002 | $4.354M | 1.0% | $483.65 | $424.28 | +14.0% | COM | 594918104 |
| NVDA | NVIDIA CORPORATION | 22,455 | $4.188M | 1.0% | $186.50 | $135.23 | +37.9% | COM | 67066G104 |
| JPIE | J P MORGAN EXCHANGE TRADED F | 89,698 | $4.152M | 1.0% | $46.29 | $45.91 | +0.8% | INCOME ETF | 46641Q159 |
| DFSU | DIMENSIONAL ETF TRUST | 87,935 | $3.819M | 0.9% | $43.43 | $29.53 | +47.1% | US SUSTAINABILTY | 25434V716 |
| USMV | ISHARES TR | 33,640 | $3.168M | 0.7% | $94.16 | $68.59 | +37.3% | MSCI USA MIN VOL | 46429B697 |
| META | META PLATFORMS INC | 4,652 | $3.071M | 0.7% | $660.09 | $611.67 | +7.9% | CL A | 30303M102 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 5,341 | $2.685M | 0.6% | $502.65 | $407.90 | +23.2% | CL B NEW | 084670702 |
| JMST | J P MORGAN EXCHANGE TRADED F | 51,553 | $2.626M | 0.6% | $50.94 | $50.82 | +0.2% | ULTRA SHT MUNCPL | 46641Q654 |
| WMT | WALMART INC | 22,623 | $2.52M | 0.6% | $111.41 | $80.43 | +38.5% | COM | 931142103 |
| DFUS | DIMENSIONAL ETF TRUST | 29,486 | $2.187M | 0.5% | $74.17 | $44.29 | +67.5% | US EQUITY MARKET | 25434V401 |
| DFAW | DIMENSIONAL ETF TRUST | 29,134 | $2.155M | 0.5% | $73.98 | $54.42 | +35.9% | WORLD EQUITY ETF | 25434V617 |
| AMZN | AMAZON COM INC | 8,635 | $1.993M | 0.5% | $230.82 | $192.84 | +19.7% | COM | 023135106 |
| DFAE | DIMENSIONAL ETF TRUST | 58,899 | $1.918M | 0.5% | $32.57 | $26.74 | +21.8% | EMGR CRE EQT MNG | 25434V302 |
| DFSI | DIMENSIONAL ETF TRUST | 43,714 | $1.873M | 0.4% | $42.84 | $30.37 | +41.1% | INTERNATIONAL | 25434V690 |
| XOM | EXXON MOBIL CORP | 15,526 | $1.868M | 0.4% | $120.34 | $90.25 | +33.3% | COM | 30231G102 |
| ABT | ABBOTT LABS | 14,534 | $1.821M | 0.4% | $125.29 | $112.56 | +11.3% | COM | 002824100 |
| AOA | ISHARES TR | 20,088 | $1.799M | 0.4% | $89.56 | $63.66 | +40.7% | CORE 80/20 AGGRE | 464289859 |
| JPM | JPMORGAN CHASE & CO. | 5,412 | $1.744M | 0.4% | $322.23 | $226.88 | +42.0% | COM | 46625H100 |
| GOOGL | ALPHABET INC | 5,338 | $1.671M | 0.4% | $313.00 | $173.84 | +80.1% | CAP STK CL A | 02079K305 |
| ABBV | ABBVIE INC | 6,574 | $1.502M | 0.4% | $228.49 | $170.84 | +33.7% | COM | 00287Y109 |
| GOOG | ALPHABET INC | 4,444 | $1.395M | 0.3% | $313.80 | $168.09 | +86.7% | CAP STK CL C | 02079K107 |
| VIG | VANGUARD SPECIALIZED FUNDS | 6,336 | $1.393M | 0.3% | $219.78 | $136.62 | +60.9% | DIV APP ETF | 921908844 |
| IBM | INTERNATIONAL BUSINESS MACHS | 4,657 | $1.379M | 0.3% | $296.21 | $195.99 | +51.1% | COM | 459200101 |
| USB | US BANCORP DEL | 25,750 | $1.374M | 0.3% | $53.36 | $45.78 | +16.5% | COM NEW | 902973304 |
| JNJ | JOHNSON & JOHNSON | 6,616 | $1.369M | 0.3% | $206.95 | $151.58 | +36.5% | COM | 478160104 |
| AVGO | BROADCOM INC | 3,766 | $1.303M | 0.3% | $346.10 | $215.92 | +60.3% | COM | 11135F101 |
| RSP | INVESCO EXCHANGE TRADED FD T | 6,597 | $1.264M | 0.3% | $191.56 | $118.93 | +61.1% | S&P500 EQL WGT | 46137V357 |
| VEU | VANGUARD INTL EQUITY INDEX F | 15,718 | $1.156M | 0.3% | $73.56 | $54.50 | +35.0% | ALLWRLD EX US | 922042775 |
| WFC | WELLS FARGO CO NEW | 12,334 | $1.149M | 0.3% | $93.20 | $70.36 | +32.5% | COM | 949746101 |
| LDUR | PIMCO ETF TR | 10,913 | $1.047M | 0.2% | $95.95 | $99.51 | -3.6% | ENHNCD LW DUR AC | 72201R718 |
| LLY | ELI LILLY & CO | 951 | $1.022M | 0.2% | $1074.68 | $785.13 | +36.9% | COM | 532457108 |
| HD | HOME DEPOT INC | 2,970 | $1.022M | 0.2% | $344.04 | $359.31 | -4.2% | COM | 437076102 |
| NFLX | NETFLIX INC | 10,770 | $1.01M | 0.2% | $93.76 | $108.38 | -13.5% | COM | 64110L106 |
| MA | MASTERCARD INCORPORATED | 1,758 | $1.004M | 0.2% | $570.88 | $543.45 | +5.0% | CL A | 57636Q104 |
| IWB | ISHARES TR | 2,526 | $943K | 0.2% | $373.44 | $199.59 | +87.1% | RUS 1000 ETF | 464287622 |
| T | AT&T INC | 37,262 | $926K | 0.2% | $24.84 | $26.96 | -7.9% | COM | 00206R102 |
| C | CITIGROUP INC | 7,846 | $916K | 0.2% | $116.69 | $71.67 | +62.8% | COM NEW | 172967424 |
| VXF | VANGUARD INDEX FDS | 4,079 | $853K | 0.2% | $209.12 | $148.63 | +40.7% | EXTEND MKT ETF | 922908652 |
| COST | COSTCO WHSL CORP NEW | 977 | $843K | 0.2% | $862.34 | $925.15 | -6.8% | COM | 22160K105 |
| UNH | UNITEDHEALTH GROUP INC | 2,481 | $819K | 0.2% | $330.07 | $401.30 | -17.7% | COM | 91324P102 |
| GS | GOLDMAN SACHS GROUP INC | 915 | $804K | 0.2% | $879.00 | $571.74 | +53.7% | COM | 38141G104 |
| MUNI | PIMCO ETF TR | 14,917 | $782K | 0.2% | $52.41 | $51.34 | +2.1% | INTER MUN BD ACT | 72201R866 |
| GE | GE AEROSPACE | 2,409 | $742K | 0.2% | $308.03 | $218.59 | +40.9% | COM NEW | 369604301 |
| BAC | BANK AMERICA CORP | 13,353 | $734K | 0.2% | $55.00 | $41.45 | +32.7% | COM | 060505104 |
| EMR | EMERSON ELEC CO | 5,447 | $723K | 0.2% | $132.71 | $73.13 | +81.5% | COM | 291011104 |
| ORCL | ORACLE CORP | 3,654 | $712K | 0.2% | $194.93 | $180.87 | +7.8% | COM | 68389X105 |
| CSCO | CISCO SYS INC | 9,033 | $696K | 0.2% | $77.03 | $60.77 | +26.1% | COM | 17275R102 |
| HYMB | SPDR SERIES TRUST | 26,750 | $667K | 0.2% | $24.94 | $25.42 | -1.9% | STATE STREET SPD | 78464A284 |
| NEAR | ISHARES U S ETF TR | 12,076 | $617K | 0.1% | $51.10 | $50.56 | +1.1% | SHORT DURATION B | 46431W507 |
| MU | MICRON TECHNOLOGY INC | 2,154 | $615K | 0.1% | $285.41 | $100.87 | +182.9% | COM | 595112103 |
| DFSE | DIMENSIONAL ETF TRUST | 13,706 | $569K | 0.1% | $41.48 | $30.97 | +33.9% | EMERGING MARKETS | 25434V682 |
| CVX | CHEVRON CORP NEW | 3,722 | $567K | 0.1% | $152.41 | $140.92 | +8.2% | COM | 166764100 |
| GM | GENERAL MTRS CO | 6,918 | $563K | 0.1% | $81.32 | $49.09 | +65.7% | COM | 37045V100 |
| PG | PROCTER AND GAMBLE CO | 3,774 | $541K | 0.1% | $143.33 | $149.92 | -4.4% | COM | 742718109 |
| VWO | VANGUARD INTL EQUITY INDEX F | 9,807 | $527K | 0.1% | $53.76 | $46.73 | +15.0% | FTSE EMR MKT ETF | 922042858 |
| SO | SOUTHERN CO | 6,042 | $527K | 0.1% | $87.20 | $63.50 | +37.3% | COM | 842587107 |
| TJX | TJX COS INC NEW | 3,336 | $512K | 0.1% | $153.61 | $126.74 | +21.2% | COM | 872540109 |
| AMAT | APPLIED MATLS INC | 1,978 | $508K | 0.1% | $257.02 | $161.80 | +58.8% | COM | 038222105 |
| MCK | MCKESSON CORP | 614 | $504K | 0.1% | $820.29 | $711.21 | +15.3% | COM | 58155Q103 |
| COF | CAPITAL ONE FINL CORP | 2,067 | $501K | 0.1% | $242.36 | $185.05 | +31.0% | COM | 14040H105 |
| PLTR | PALANTIR TECHNOLOGIES INC | 2,802 | $498K | 0.1% | $177.75 | $117.28 | +51.6% | CL A | 69608A108 |
| WSM | WILLIAMS SONOMA INC | 2,750 | $491K | 0.1% | $178.59 | $118.45 | +50.8% | COM | 969904101 |
| DFAX | DIMENSIONAL ETF TRUST | 14,885 | $487K | 0.1% | $32.73 | $21.14 | +54.8% | WORLD EX US CORE | 25434V880 |
| CAT | CATERPILLAR INC | 841 | $482K | 0.1% | $573.12 | $342.86 | +67.1% | COM | 149123101 |
| INMU | BLACKROCK ETF TRUST II | 19,822 | $477K | 0.1% | $24.04 | $23.05 | +4.3% | ISHARES INTERMED | 092528207 |
| VZ | VERIZON COMMUNICATIONS INC | 11,332 | $462K | 0.1% | $40.73 | $41.82 | -2.6% | COM | 92343V104 |
| CVS | CVS HEALTH CORP | 5,816 | $462K | 0.1% | $79.36 | $64.42 | +23.2% | COM | 126650100 |
| INTC | INTEL CORP | 12,471 | $460K | 0.1% | $36.90 | $20.72 | +78.1% | COM | 458140100 |
| BTI | BRITISH AMERN TOB PLC | 7,984 | $452K | 0.1% | $56.62 | $54.31 | +4.3% | SPONSORED ADR | 110448107 |
| VYM | VANGUARD WHITEHALL FDS | 3,114 | $447K | 0.1% | $143.52 | $130.54 | +9.9% | HIGH DIV YLD | 921946406 |
| MRK | MERCK & CO INC | 4,142 | $436K | 0.1% | $105.27 | $77.74 | +35.4% | COM | 58933Y105 |
| V | VISA INC | 1,226 | $430K | 0.1% | $350.71 | $346.82 | +1.1% | COM CL A | 92826C839 |
| PGR | PROGRESSIVE CORP | 1,887 | $430K | 0.1% | $227.72 * | $257.53 | -16.9% | COM | 743315103 |
| AOM | ISHARES TR | 8,928 | $426K | 0.1% | $47.73 | $42.99 | +11.0% | CORE 40/60 MODER | 464289875 |
| PRF | INVESCO EXCHANGE TRADED FD T | 8,791 | $412K | 0.1% | $46.92 | $31.64 | +48.3% | RAFI US 1000 ETF | 46137V613 |
| BK | BANK NEW YORK MELLON CORP | 3,407 | $396K | 0.1% | $116.09 | $87.49 | +32.7% | COM | 064058100 |
| MPC | MARATHON PETE CORP | 2,427 | $395K | 0.1% | $162.63 | $147.88 | +10.0% | COM | 56585A102 |
| PM | PHILIP MORRIS INTL INC | 2,441 | $392K | 0.1% | $160.40 | $166.24 | -3.5% | COM | 718172109 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 16,648 | $388K | 0.1% | $23.31 | $14.41 | +61.8% | SPONSORED ADR | 05946K101 |
| CTVA | CORTEVA INC | 5,779 | $387K | 0.1% | $67.03 | $54.97 | +21.9% | COM | 22052L104 |
| PEP | PEPSICO INC | 2,677 | $384K | 0.1% | $143.52 | $132.54 | +8.3% | COM | 713448108 |
| GILD | GILEAD SCIENCES INC | 3,105 | $381K | 0.1% | $122.74 | $106.71 | +15.0% | COM | 375558103 |
| KR | KROGER CO | 5,997 | $375K | 0.1% | $62.48 | $67.80 | -7.8% | COM | 501044101 |
| KLAC | KLA CORP | 308 | $374K | 0.1% | $1215.08 | $748.55 | +62.3% | COM NEW | 482480100 |
| TRV | TRAVELERS COMPANIES INC | 1,254 | $364K | 0.1% | $290.06 | $260.70 | +11.3% | COM | 89417E109 |
| AXP | AMERICAN EXPRESS CO | 968 | $358K | 0.1% | $369.95 | $279.37 | +32.1% | COM | 025816109 |
| BCS | BARCLAYS PLC | 13,896 | $354K | 0.1% | $25.45 | $16.88 | +50.8% | ADR | 06738E204 |
| LRCX | LAM RESEARCH CORP | 2,057 | $352K | 0.1% | $171.18 | $117.69 | +45.5% | COM NEW | 512807306 |
| DFAT | DIMENSIONAL ETF TRUST | 5,910 | $352K | 0.1% | $59.54 | $45.50 | +30.8% | US TARGETED VLU | 25434V609 |
| PFE | PFIZER INC | 14,083 | $351K | 0.1% | $24.90 | $22.47 | +10.8% | COM | 717081103 |
| AGG | ISHARES TR | 3,510 | $351K | 0.1% | $99.88 | $102.77 | -2.8% | CORE US AGGBD ET | 464287226 |
| QCOM | QUALCOMM INC | 2,044 | $350K | 0.1% | $171.05 | $147.47 | +16.0% | COM | 747525103 |
| F | FORD MTR CO | 26,632 | $349K | 0.1% | $13.12 | $10.07 | +30.2% | COM | 345370860 |
| MCD | MCDONALDS CORP | 1,131 | $346K | 0.1% | $305.73 | $303.54 | +0.7% | COM | 580135101 |
| CEG | CONSTELLATION ENERGY CORP | 955 | $337K | 0.1% | $353.27 | $263.84 | +33.9% | COM | 21037T109 |
| COR | CENCORA INC | 992 | $335K | 0.1% | $337.75 | $294.08 | +14.8% | COM | 03073E105 |
| RTX | RTX CORPORATION | 1,826 | $335K | 0.1% | $183.44 | $131.75 | +39.2% | COM | 75513E101 |
| SAN | BANCO SANTANDER SA | 28,110 | $330K | 0.1% | $11.73 | $7.44 | +57.7% | ADR | 05964H105 |
| APH | AMPHENOL CORP NEW | 2,414 | $326K | 0.1% | $135.14 | $83.29 | +62.2% | CL A | 032095101 |
| AMD | ADVANCED MICRO DEVICES INC | 1,503 | $322K | 0.1% | $214.16 | $108.87 | +96.7% | COM | 007903107 |
| CSX | CSX CORP | 8,863 | $321K | 0.1% | $36.25 | $29.74 | +21.9% | COM | 126408103 |
| KO | COCA COLA CO | 4,530 | $317K | 0.1% | $69.92 | $69.76 | +0.2% | COM | 191216100 |
| MO | ALTRIA GROUP INC | 5,334 | $308K | 0.1% | $57.66 | $55.95 | +3.1% | COM | 02209S103 |
| SHEL | SHELL PLC | 4,150 | $305K | 0.1% | $73.48 | $67.03 | +9.6% | SPON ADS | 780259305 |
| AOR | ISHARES TR | 4,672 | $304K | 0.1% | $65.01 | $51.86 | +25.4% | CORE 60/40 BALAN | 464289867 |
| HSBC | HSBC HLDGS PLC | 3,852 | $303K | 0.1% | $78.67 | $56.92 | +38.2% | SPON ADR NEW | 404280406 |
| ALL | ALLSTATE CORP | 1,448 | $301K | 0.1% | $208.15 | $196.87 | +5.7% | COM | 020002101 |
| MFG | MIZUHO FINANCIAL GROUP INC | 40,928 | $300K | 0.1% | $7.32 | $5.19 | +41.1% | SPONSORED ADR | 60687Y109 |
| CAH | CARDINAL HEALTH INC | 1,443 | $297K | 0.1% | $205.50 | $187.72 | +9.2% | COM | 14149Y108 |
| ANET | ARISTA NETWORKS INC | 2,232 | $292K | 0.1% | $131.03 | $88.74 | +47.6% | COM SHS | 040413205 |
| AIG | AMERICAN INTL GROUP INC | 3,325 | $284K | 0.1% | $85.55 | $82.00 | +4.3% | COM NEW | 026874784 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 999 | $275K | 0.1% | $275.39 | $169.71 | +62.3% | ORD SHS | G7997R103 |
| — | EATON VANCE TAX-MANAGED DIVE | 17,665 | $271K | 0.1% | $15.34 | $13.51 | — | COM | 27828N102 |
| BMY | BRISTOL-MYERS SQUIBB CO | 4,939 | $266K | 0.1% | $53.94 | $47.53 | +12.2% | COM | 110122108 |
| UBS | UBS GROUP AG | 5,741 | $266K | 0.1% | $46.31 | $30.94 | +49.7% | SHS | H42097107 |
| GLW | CORNING INC | 2,995 | $262K | 0.1% | $87.56 | $64.97 | +34.8% | COM | 219350105 |
| NVS | NOVARTIS AG | 1,895 | $261K | 0.1% | $137.87 | $130.95 | +5.3% | SPONSORED ADR | 66987V109 |
| AMGN | AMGEN INC | 797 | $261K | 0.1% | $327.31 | $278.48 | +17.5% | COM | 031162100 |
| MS | MORGAN STANLEY | 1,462 | $260K | 0.1% | $177.53 | $120.96 | +46.8% | COM NEW | 617446448 |
| SAP | SAP SE | 1,067 | $259K | 0.1% | $242.91 | $286.57 | -15.2% | SPON ADR | 803054204 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 734 | $257K | 0.1% | $350.55 | $391.47 | -10.5% | COM | 036752103 |
| INTU | INTUIT | 384 | $254K | 0.1% | $662.42 | $674.49 | -1.8% | COM | 461202103 |
| SYF | SYNCHRONY FINANCIAL | 3,008 | $251K | 0.1% | $83.43 | $76.31 | +9.3% | COM | 87165B103 |
| AEE | AMEREN CORP | 2,496 | $249K | 0.1% | $99.86 | $93.88 | +6.4% | COM | 023608102 |
| PH | PARKER-HANNIFIN CORP | 281 | $247K | 0.1% | $878.96 | $628.26 | +39.9% | COM | 701094104 |
| NEM | NEWMONT CORP | 2,442 | $244K | 0.1% | $99.85 | $90.20 | +10.7% | COM | 651639106 |
| ING | ING GROEP N.V. | 8,703 | $244K | 0.1% | $28.00 | $20.19 | +38.7% | SPONSORED ADR | 456837103 |
| SU | SUNCOR ENERGY INC NEW | 5,468 | $243K | 0.1% | $44.36 | $35.88 | +23.6% | COM | 867224107 |
| HCA | HCA HEALTHCARE INC | 518 | $242K | 0.1% | $466.86 | $358.58 | +30.2% | COM | 40412C101 |
| CB | CHUBB LIMITED | 774 | $242K | 0.1% | $312.12 | $286.98 | +8.8% | COM | H1467J104 |
| YUM | YUM BRANDS INC | 1,588 | $240K | 0.1% | $151.28 | $144.45 | +4.7% | COM | 988498101 |
| — | PIMCO DYNAMIC INCOME FD | 13,437 | $238K | 0.1% | $17.71 | $23.09 | — | SHS | 72201Y101 |
| NEE | NEXTERA ENERGY INC | 2,942 | $236K | 0.1% | $80.29 | $68.61 | +17.0% | COM | 65339F101 |
| DIHP | DIMENSIONAL ETF TRUST | 7,396 | $234K | 0.1% | $31.66 | $29.78 | +6.3% | INTL HIGH PROFIT | 25434V765 |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 12,024 | $232K | 0.1% | $19.33 | $14.38 | +34.4% | SPONSORED ADR | 86562M209 |
| APP | APPLOVIN CORP | 343 | $231K | 0.1% | $673.82 | $461.14 | +46.1% | COM CL A | 03831W108 |
| WDC | WESTERN DIGITAL CORP | 1,320 | $227K | 0.1% | $172.27 | $151.55 | +13.7% | COM | 958102105 |
| GWW | WW GRAINGER INC | 223 | $225K | 0.1% | $1009.05 | $968.92 | +4.1% | COM | 384802104 |
| JBL | JABIL INC | 985 | $225K | 0.1% | $228.02 | $213.29 | +6.9% | COM | 466313103 |
| NOW | SERVICENOW INC | 1,460 | $224K | 0.1% | $153.19 | $175.79 | -12.9% | COM | 81762P102 |
| GEV | GE VERNOVA INC | 342 | $224K | 0.1% | $653.57 | $415.97 | +57.1% | COM | 36828A101 |
| HPE | HEWLETT PACKARD ENTERPRISE C | 9,213 | $221K | 0.1% | $24.02 | $16.47 | +45.8% | COM | 42824C109 |
| VLO | VALERO ENERGY CORP | 1,355 | $221K | 0.1% | $162.79 | $122.29 | +33.1% | COM | 91913Y100 |
| DIS | DISNEY WALT CO | 1,908 | $217K | 0.1% | $113.77 | $102.81 | +10.7% | COM | 254687106 |
| NRG | NRG ENERGY INC | 1,350 | $215K | 0.1% | $159.24 | $165.30 | -3.7% | COM NEW | 629377508 |
| FCX | FREEPORT-MCMORAN INC | 4,113 | $209K | 0.0% | $50.79 | $43.31 | +17.3% | CL B | 35671D857 |
| BKNG | BOOKING HOLDINGS INC | 39 | $209K | 0.0% | $5355.33 | $5563.60 | -3.7% | COM | 09857L108 |
| COP | CONOCOPHILLIPS | 2,212 | $207K | 0.0% | $93.60 | $88.02 | +6.4% | COM | 20825C104 |
| CI | THE CIGNA GROUP | 750 | $206K | 0.0% | $275.23 | $317.87 | -13.4% | COM | 125523100 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 676 | $205K | 0.0% | $303.89 | $293.42 | +3.6% | SPONSORED ADS | 874039100 |
| VYMI | VANGUARD WHITEHALL FDS | 2,251 | $203K | 0.0% | $90.00 | $86.86 | +3.6% | INTL HIGH ETF | 921946794 |
| VTRS | VIATRIS INC | 11,516 | $143K | 0.0% | $12.45 | $10.72 | +16.1% | COM | 92556V106 |
| NOK | NOKIA CORP | 18,113 | $117K | 0.0% | $6.47 | $5.12 | +26.3% | SPONSORED ADR | 654902204 |
| NMR | NOMURA HLDGS INC | 13,771 | $116K | 0.0% | $8.39 | $5.85 | +43.4% | SPONSORED ADR | 65535H208 |