CRA Financial Services, LLC Diversified Active

Location: Northfield, NJ

CIK: 0001765594 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 9, 2026

Total Value: $770M (100.0% shares, 0.0% debt)

Holdings (296)

AAPL APPLE INC 6.6%
Value $50.89M Shares 200,502 Est. Cost $96.30 Unrealized +172.9%
SCHD SCHWAB STRATEGIC TR 4.7%
Value $36.46M Shares 1,188,417 Est. Cost $38.71 Unrealized
SCHG SCHWAB STRATEGIC TR 3.9%
Value $30.19M Shares 1,036,437 Est. Cost $37.55 Unrealized
AMZN AMAZON COM INC 3.7%
Value $28.36M Shares 136,170 Est. Cost $123.68 Unrealized +83.4%
QQQ INVESCO QQQ TR 3.2%
Value $24.83M Shares 43,016 Est. Cost $340.76 Unrealized
NVDA NVIDIA CORPORATION 3.0%
Value $23.1M Shares 132,431 Est. Cost $102.03 Unrealized +82.9%
VTI VANGUARD INDEX FDS 2.7%
Value $20.96M Shares 65,324 Est. Cost $320.96 Unrealized
IVV ISHARES TR 2.6%
Value $20.08M Shares 30,733 Est. Cost $404.52 Unrealized
GOOGL ALPHABET INC 2.5%
Value $19.61M Shares 68,185 Est. Cost $110.53 Unrealized +192.5%
DGRW WISDOMTREE TR 2.5%
Value $19.07M Shares 217,078 Est. Cost $75.28 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.1%
Value $16.41M Shares 76,285 Est. Cost $108.05 Unrealized
MSFT MICROSOFT CORP 2.0%
Value $15.69M Shares 42,382 Est. Cost $157.97 Unrealized +175.1%
BALT INNOVATOR ETFS TRUST 2.0%
Value $15.17M Shares 453,312 Est. Cost $30.11 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.8%
Value $14.1M Shares 21,679 Est. Cost $435.19 Unrealized
SDY SPDR SERIES TRUST 1.8%
Value $13.66M Shares 93,591 Est. Cost $95.87 Unrealized
ZALT INNOVATOR ETFS TRUST 1.8%
Value $13.5M Shares 415,810 Est. Cost $29.20 Unrealized
VB VANGUARD INDEX FDS 1.7%
Value $12.91M Shares 49,303 Est. Cost $159.91 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.3%
Value $9.808M Shares 104,075 Est. Cost $83.05 Unrealized
VO VANGUARD INDEX FDS 1.2%
Value $9.268M Shares 32,272 Est. Cost $213.18 Unrealized
SCHF SCHWAB STRATEGIC TR 1.1%
Value $8.723M Shares 352,445 Est. Cost $25.15 Unrealized
META META PLATFORMS INC 1.1%
Value $8.711M Shares 15,226 Est. Cost $205.93 Unrealized +218.3%
FBND FIDELITY MERRIMACK STR TR 1.1%
Value $8.312M Shares 182,207 Est. Cost $45.63 Unrealized
GOOG ALPHABET INC 1.1%
Value $8.087M Shares 28,192 Est. Cost $113.30 Unrealized +185.7%
AVGO BROADCOM INC 1.0%
Value $7.667M Shares 24,772 Est. Cost $153.65 Unrealized +117.5%
VOO VANGUARD INDEX FDS 1.0%
Value $7.32M Shares 12,251 Est. Cost $519.10 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 0.9%
Value $7.065M Shares 139,601 Est. Cost $50.57 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value $6.004M Shares 35,390 Est. Cost $69.44 Unrealized +99.8%
RSP INVESCO EXCHANGE TRADED FD T 0.7%
Value $5.648M Shares 29,430 Est. Cost $143.57 Unrealized
PDEC INNOVATOR ETFS TRUST 0.7%
Value $5.601M Shares 131,792 Est. Cost $36.12 Unrealized
JAAA JANUS DETROIT STR TR 0.7%
Value $5.402M Shares 107,238 Est. Cost $50.68 Unrealized
IVVM BLACKROCK ETF TRUST II 0.7%
Value $5.379M Shares 157,704 Est. Cost $27.89 Unrealized
HD HOME DEPOT INC 0.7%
Value $5.25M Shares 15,963 Est. Cost $198.68 Unrealized +89.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $5.15M Shares 10,747 Est. Cost $250.21 Unrealized +97.2%
V VISA INC 0.6%
Value $4.905M Shares 16,230 Est. Cost $146.57 Unrealized +124.6%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.6%
Value $4.632M Shares 237,161 Est. Cost $19.43 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.6%
Value $4.396M Shares 224,014 Est. Cost $19.55 Unrealized
IJH ISHARES TR 0.6%
Value $4.35M Shares 64,414 Est. Cost $82.14 Unrealized
AVLV AMERICAN CENTY ETF TR 0.6%
Value $4.308M Shares 53,437 Est. Cost $66.41 Unrealized
IWF ISHARES TR 0.6%
Value $4.239M Shares 9,940 Est. Cost $215.58 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value $4.048M Shares 48,920 Est. Cost $81.35 Unrealized
PNOV INNOVATOR ETFS TRUST 0.5%
Value $4.044M Shares 98,964 Est. Cost $36.96 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.5%
Value $3.967M Shares 79,152 Est. Cost $43.42 Unrealized
CGNG CAPITAL GROUP NEW GEOGRAPHY 0.5%
Value $3.904M Shares 123,648 Est. Cost $27.44 Unrealized
SCHB SCHWAB STRATEGIC TR 0.5%
Value $3.872M Shares 154,250 Est. Cost $34.38 Unrealized
CVX CHEVRON CORPORATION 0.5%
Value $3.838M Shares 18,551 Est. Cost $113.48 Unrealized +51.5%
PJUL INNOVATOR ETFS TRUST 0.5%
Value $3.802M Shares 82,703 Est. Cost $38.56 Unrealized
LLY ELI LILLY & CO 0.5%
Value $3.679M Shares 4,000 Est. Cost $134.12 Unrealized +680.7%
TBUX T ROWE PRICE ETF INC 0.5%
Value $3.507M Shares 70,491 Est. Cost $49.71 Unrealized
PJAN INNOVATOR ETFS TRUST 0.5%
Value $3.488M Shares 75,612 Est. Cost $36.22 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $3.436M Shares 11,681 Est. Cost $130.06 Unrealized +139.4%
VXUS VANGUARD STAR FDS 0.4%
Value $3.38M Shares 43,831 Est. Cost $71.76 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value $3.319M Shares 6,642 Est. Cost $217.08 Unrealized +148.3%
HDV ISHARES TR 0.4%
Value $3.275M Shares 24,130 Est. Cost $86.97 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.4%
Value $3.204M Shares 156,865 Est. Cost $20.28 Unrealized
VBIL VANGUARD INSTL INDEX FD 0.4%
Value $3.187M Shares 42,122 Est. Cost $75.57 Unrealized
POCT INNOVATOR ETFS TRUST 0.4%
Value $3.097M Shares 71,835 Est. Cost $40.64 Unrealized
PAPR INNOVATOR ETFS TRUST 0.4%
Value $3.088M Shares 77,589 Est. Cost $34.43 Unrealized
GLD SPDR GOLD TR 0.4%
Value $2.998M Shares 6,966 Est. Cost $221.34 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.4%
Value $2.922M Shares 29,499 Est. Cost $82.25 Unrealized -1.4%
DLN WISDOMTREE TR 0.4%
Value $2.781M Shares 31,134 Est. Cost $60.46 Unrealized
TCAF T ROWE PRICE ETF INC 0.4%
Value $2.752M Shares 77,326 Est. Cost $32.54 Unrealized
PAUG INNOVATOR ETFS TRUST 0.4%
Value $2.715M Shares 63,546 Est. Cost $33.70 Unrealized
PMAR INNOVATOR ETFS TRUST 0.4%
Value $2.697M Shares 60,452 Est. Cost $39.57 Unrealized
NFLX NETFLIX INC. 0.3%
Value $2.681M Shares 27,884 Est. Cost $100.29 Unrealized -16.4%
FENI FIDELITY COVINGTON TRUST 0.3%
Value $2.651M Shares 71,263 Est. Cost $37.02 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value $2.62M Shares 28,211 Est. Cost $61.49 Unrealized +41.8%
IJR ISHARES TR 0.3%
Value $2.56M Shares 20,592 Est. Cost $74.63 Unrealized
ORCL ORACLE CORP 0.3%
Value $2.493M Shares 16,949 Est. Cost $218.94 Unrealized -22.5%
CAT CATERPILLAR INC 0.3%
Value $2.492M Shares 3,517 Est. Cost $151.38 Unrealized +352.1%
ONEQ FIDELITY COMWLTH TR 0.3%
Value $2.416M Shares 28,449 Est. Cost $75.16 Unrealized
TSLA TESLA INC 0.3%
Value $2.364M Shares 6,360 Est. Cost $243.71 Unrealized +74.8%
BSCT INVESCO EXCH TRD SLF IDX FD 0.3%
Value $2.266M Shares 121,438 Est. Cost $18.53 Unrealized
BAC BANK AMERICA CORP 0.3%
Value $2.197M Shares 45,060 Est. Cost $26.01 Unrealized +106.3%
SCHM SCHWAB STRATEGIC TR 0.3%
Value $2.063M Shares 66,651 Est. Cost $38.82 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value $2.046M Shares 8,369 Est. Cost $126.52 Unrealized +80.1%
AVUV AMERICAN CENTY ETF TR 0.3%
Value $2.03M Shares 18,376 Est. Cost $80.99 Unrealized
WMT WALMART INC 0.3%
Value $1.984M Shares 15,966 Est. Cost $51.92 Unrealized +135.1%
VYM VANGUARD WHITEHALL FDS 0.3%
Value $1.958M Shares 13,222 Est. Cost $107.76 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.3%
Value $1.956M Shares 17,032 Est. Cost $108.88 Unrealized
ABBV ABBVIE INC 0.3%
Value $1.928M Shares 8,863 Est. Cost $98.77 Unrealized +125.4%
VGT VANGUARD WORLD FD 0.2%
Value $1.91M Shares 2,738 Est. Cost $232.85 Unrealized
VCRM VANGUARD MUN BD FDS 0.2%
Value $1.896M Shares 25,225 Est. Cost $74.41 Unrealized
IVE ISHARES TR 0.2%
Value $1.856M Shares 8,790 Est. Cost $174.60 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 0.2%
Value $1.839M Shares 31,155 Est. Cost $71.85 Unrealized
VUSV VANGUARD WELLESLEY INCOME FD 0.2%
Value $1.817M Shares 29,172 Est. Cost $62.39 Unrealized
DVY ISHARES TR 0.2%
Value $1.764M Shares 11,652 Est. Cost $124.44 Unrealized
XLE SELECT SECTOR SPDR TR 0.2%
Value $1.675M Shares 27,347 Est. Cost $63.77 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $1.648M Shares 1,654 Est. Cost $507.55 Unrealized +89.9%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $1.628M Shares 6,850 Est. Cost $188.62 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value $1.535M Shares 52,779 Est. Cost $39.51 Unrealized
DIS DISNEY WALT CO 0.2%
Value $1.525M Shares 15,819 Est. Cost $118.95 Unrealized -8.0%
JCPB J P MORGAN EXCHANGE TRADED F 0.2%
Value $1.469M Shares 31,203 Est. Cost $46.78 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.436M Shares 2 Est. Cost $313083.50 Unrealized +136.5%
VCRB VANGUARD MALVERN FDS 0.2%
Value $1.436M Shares 18,554 Est. Cost $78.11 Unrealized
DGRO ISHARES TR 0.2%
Value $1.435M Shares 20,443 Est. Cost $36.65 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value $1.414M Shares 2,339 Est. Cost $314.78 Unrealized +90.9%
VUG VANGUARD INDEX FDS 0.2%
Value $1.413M Shares 3,234 Est. Cost $198.79 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $1.403M Shares 8,752 Est. Cost $152.07 Unrealized +13.2%
VSDM VANGUARD MUN BD FDS 0.2%
Value $1.398M Shares 18,323 Est. Cost $75.09 Unrealized
FMDE FIDELITY COVINGTON TRUST 0.2%
Value $1.397M Shares 38,841 Est. Cost $35.96 Unrealized
PYLD PIMCO ETF TR 0.2%
Value $1.383M Shares 52,779 Est. Cost $26.45 Unrealized
DIA STATE STR SPDR DOW JONES IND 0.2%
Value $1.373M Shares 2,963 Est. Cost $299.46 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value $1.344M Shares 6,851 Est. Cost $115.48 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value $1.341M Shares 9,287 Est. Cost $99.69 Unrealized +52.2%
BSCU INVESCO EXCH TRD SLF IDX FD 0.2%
Value $1.266M Shares 75,735 Est. Cost $16.52 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $1.263M Shares 3,236 Est. Cost $301.07 Unrealized +43.2%
DFUS DIMENSIONAL ETF TRUST 0.2%
Value $1.263M Shares 17,805 Est. Cost $44.29 Unrealized
MRK MERCK & CO INC 0.2%
Value $1.247M Shares 10,363 Est. Cost $67.30 Unrealized +69.8%
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $1.197M Shares 8,185 Est. Cost $61.38 Unrealized +151.2%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.182M Shares 4,877 Est. Cost $122.52 Unrealized +131.7%
IWD ISHARES TR 0.2%
Value $1.167M Shares 5,464 Est. Cost $149.06 Unrealized
GBTC GRAYSCALE BITCOIN TRUST ETF 0.2%
Value $1.164M Shares 22,056 Est. Cost $63.17 Unrealized
MCD MCDONALDS CORP 0.1%
Value $1.155M Shares 3,717 Est. Cost $192.22 Unrealized +65.0%
MAXJ ISHARES TR 0.1%
Value $1.136M Shares 40,336 Est. Cost $26.00 Unrealized
PFEB INNOVATOR ETFS TRUST 0.1%
Value $1.094M Shares 27,285 Est. Cost $32.58 Unrealized
RTX RTX CORPORATION 0.1%
Value $1.079M Shares 5,595 Est. Cost $101.74 Unrealized +93.3%
XLU SELECT SECTOR SPDR TR 0.1%
Value $1.053M Shares 22,957 Est. Cost $49.66 Unrealized
AVSC AMERICAN CENTY ETF TR 0.1%
Value $1.051M Shares 16,862 Est. Cost $50.60 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value $1.022M Shares 11,527 Est. Cost $85.64 Unrealized
KO COCA COLA CO 0.1%
Value $1.016M Shares 13,356 Est. Cost $42.59 Unrealized +75.5%
FHEQ FIDELITY GREENWOOD STREET TR 0.1%
Value $1.006M Shares 34,210 Est. Cost $30.74 Unrealized
IVW ISHARES TR 0.1%
Value $980K Shares 8,665 Est. Cost $91.78 Unrealized
PJUN INNOVATOR ETFS TRUST 0.1%
Value $973K Shares 23,270 Est. Cost $32.44 Unrealized
QCOM QUALCOMM INC 0.1%
Value $962K Shares 7,469 Est. Cost $58.86 Unrealized +161.5%
DFAC DIMENSIONAL ETF TRUST 0.1%
Value $940K Shares 24,193 Est. Cost $23.95 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.1%
Value $932K Shares 19,240 Est. Cost $37.05 Unrealized
CSCO CISCO SYS INC 0.1%
Value $932K Shares 12,010 Est. Cost $43.15 Unrealized +80.5%
ZSEP INNOVATOR ETFS TRUST 0.1%
Value $931K Shares 34,835 Est. Cost $24.88 Unrealized
PEP PEPSICO INC 0.1%
Value $923K Shares 5,946 Est. Cost $107.33 Unrealized +44.2%
HON HONEYWELL INTL INC 0.1%
Value $907K Shares 4,015 Est. Cost $144.78 Unrealized +56.1%
VGMS VANGUARD MALVERN FDS 0.1%
Value $871K Shares 17,086 Est. Cost $51.40 Unrealized
NOCT INNOVATOR ETFS TRUST 0.1%
Value $861K Shares 15,275 Est. Cost $48.69 Unrealized
TD TORONTO DOMINION BK ONT 0.1%
Value $846K Shares 9,069 Est. Cost $56.42 Unrealized +68.8%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $834K Shares 2,987 Est. Cost $119.89 Unrealized +151.2%
BINC BLACKROCK ETF TRUST II 0.1%
Value $832K Shares 16,013 Est. Cost $52.99 Unrealized
BAUG INNOVATOR ETFS TRUST 0.1%
Value $827K Shares 16,939 Est. Cost $38.01 Unrealized
FESM FIDELITY COVINGTON TRUST 0.1%
Value $822K Shares 21,639 Est. Cost $37.94 Unrealized
BA BOEING CO 0.1%
Value $819K Shares 4,114 Est. Cost $261.38 Unrealized -8.7%
ITA ISHARES TR 0.1%
Value $799K Shares 3,653 Est. Cost $136.48 Unrealized
FELV FIDELITY COVINGTON TRUST 0.1%
Value $799K Shares 22,886 Est. Cost $26.85 Unrealized
VHT VANGUARD WORLD FD 0.1%
Value $797K Shares 2,927 Est. Cost $161.97 Unrealized
IWM ISHARES TR 0.1%
Value $773K Shares 3,115 Est. Cost $164.85 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $762K Shares 5,774 Est. Cost $67.90 Unrealized +51.2%
MTUM ISHARES TR 0.1%
Value $749K Shares 3,120 Est. Cost $104.37 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.1%
Value $743K Shares 13,112 Est. Cost $56.49 Unrealized
UAUG INNOVATOR ETFS TRUST 0.1%
Value $730K Shares 18,555 Est. Cost $30.08 Unrealized
IEFA ISHARES TR 0.1%
Value $726K Shares 8,017 Est. Cost $65.82 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $721K Shares 11,254 Est. Cost $54.20 Unrealized
PSEP INNOVATOR ETFS TRUST 0.1%
Value $715K Shares 16,605 Est. Cost $38.93 Unrealized
AMGN AMGEN INC 0.1%
Value $712K Shares 2,023 Est. Cost $202.62 Unrealized +72.6%
UBER UBER TECHNOLOGIES INC 0.1%
Value $708K Shares 9,843 Est. Cost $69.89 Unrealized +12.6%
USIG ISHARES TR 0.1%
Value $699K Shares 13,649 Est. Cost $50.28 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $696K Shares 822 Est. Cost $330.79 Unrealized +181.9%
GE GE AEROSPACE 0.1%
Value $680K Shares 2,395 Est. Cost $152.39 Unrealized +108.8%
NAPR INNOVATOR ETFS TRUST 0.1%
Value $680K Shares 12,444 Est. Cost $45.77 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value $671K Shares 9,437 Est. Cost $51.20 Unrealized
DE DEERE & CO 0.1%
Value $667K Shares 1,184 Est. Cost $140.39 Unrealized +292.7%
MCK MCKESSON CORP 0.1%
Value $659K Shares 761 Est. Cost $474.84 Unrealized +84.4%
JSCP J P MORGAN EXCHANGE TRADED F 0.1%
Value $634K Shares 13,409 Est. Cost $47.30 Unrealized
MO ALTRIA GROUP INC 0.1%
Value $628K Shares 9,522 Est. Cost $41.50 Unrealized +51.9%
NJUL INNOVATOR ETFS TRUST 0.1%
Value $619K Shares 8,672 Est. Cost $47.79 Unrealized
XBOC INNOVATOR ETFS TRUST 0.1%
Value $602K Shares 18,316 Est. Cost $23.21 Unrealized
IAU ISHARES GOLD TR 0.1%
Value $596K Shares 6,764 Est. Cost $51.91 Unrealized
FQAL FIDELITY COVINGTON TRUST 0.1%
Value $592K Shares 8,150 Est. Cost $75.59 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $583K Shares 2,328 Est. Cost $97.15 Unrealized +105.7%
MU MICRON TECHNOLOGY INC 0.1%
Value $582K Shares 1,724 Est. Cost $95.08 Unrealized +307.1%
PFF ISHARES TR 0.1%
Value $576K Shares 18,989 Est. Cost $32.15 Unrealized
SSO PROSHARES TR 0.1%
Value $562K Shares 10,828 Est. Cost $53.52 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value $559K Shares 4,209 Est. Cost $119.70 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $550K Shares 2,034 Est. Cost $251.29 Unrealized +22.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $548K Shares 14,489 Est. Cost $32.78 Unrealized
IJK ISHARES TR 0.1%
Value $544K Shares 5,404 Est. Cost $100.61 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value $541K Shares 9,752 Est. Cost $58.12 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $538K Shares 1,593 Est. Cost $193.97 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $537K Shares 3,250 Est. Cost $68.40 Unrealized +157.2%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value $529K Shares 4,628 Est. Cost $104.64 Unrealized
VTC VANGUARD SCOTTSDALE FDS 0.1%
Value $526K Shares 6,845 Est. Cost $78.27 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $524K Shares 6,973 Est. Cost $62.48 Unrealized
NJAN INNOVATOR ETFS TRUST 0.1%
Value $516K Shares 9,675 Est. Cost $44.76 Unrealized
GEV GE VERNOVA INC 0.1%
Value $504K Shares 577 Est. Cost $431.08 Unrealized +70.9%
BJUL INNOVATOR ETFS TRUST 0.1%
Value $503K Shares 10,115 Est. Cost $38.38 Unrealized
GLW CORNING INC 0.1%
Value $500K Shares 3,678 Est. Cost $69.90 Unrealized +59.8%
BITB BITWISE BITCOIN ETF TR 0.1%
Value $493K Shares 13,392 Est. Cost $49.68 Unrealized
BN BROOKFIELD CORP 0.1%
Value $492K Shares 12,150 Est. Cost $29.97 Unrealized +55.7%
PRF INVESCO EXCHANGE TRADED FD T 0.1%
Value $485K Shares 10,209 Est. Cost $45.66 Unrealized
DDTO INNOVATOR ETFS TRUST 0.1%
Value $485K Shares 22,874 Est. Cost $21.65 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value $482K Shares 18,796 Est. Cost $23.26 Unrealized
BSJQ INVESCO EXCH TRD SLF IDX FD 0.1%
Value $476K Shares 20,553 Est. Cost $23.37 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.1%
Value $462K Shares 4,215 Est. Cost $98.58 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $452K Shares 3,449 Est. Cost $82.23 Unrealized +47.0%
ASML ASML HLDG NV 0.1%
Value $448K Shares 339 Est. Cost $801.39 Unrealized
UMAR INNOVATOR ETFS TRUST 0.1%
Value $447K Shares 11,255 Est. Cost $37.70 Unrealized
BFEB INNOVATOR ETFS TRUST 0.1%
Value $447K Shares 9,363 Est. Cost $39.82 Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $445K Shares 722 Est. Cost $364.99 Unrealized
MPC MARATHON PETE CORP 0.1%
Value $442K Shares 1,812 Est. Cost $132.62 Unrealized +39.3%
CGXU CAPITAL GROUP INTL FOCUS EQT 0.1%
Value $438K Shares 14,848 Est. Cost $26.60 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.1%
Value $437K Shares 14,486 Est. Cost $42.60 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $431K Shares 2,118 Est. Cost $171.68 Unrealized +29.1%
CMI CUMMINS INC 0.1%
Value $430K Shares 800 Est. Cost $328.47 Unrealized +75.2%
ABT ABBOTT LABORATORIES 0.1%
Value $430K Shares 4,187 Est. Cost $97.83 Unrealized +18.0%
DFIV DIMENSIONAL ETF TRUST 0.1%
Value $427K Shares 8,082 Est. Cost $39.36 Unrealized
OSEA HARBOR ETF TRUST 0.1%
Value $422K Shares 14,580 Est. Cost $28.93 Unrealized
LOW LOWES COS INC 0.1%
Value $417K Shares 1,766 Est. Cost $148.37 Unrealized +83.0%
SFLR INNOVATOR ETFS TRUST 0.1%
Value $417K Shares 11,770 Est. Cost $32.44 Unrealized
BX BLACKSTONE INC 0.1%
Value $408K Shares 3,548 Est. Cost $110.72 Unrealized +27.2%
FNDX SCHWAB STRATEGIC TR 0.1%
Value $407K Shares 14,600 Est. Cost $24.25 Unrealized
JBND J P MORGAN EXCHANGE TRADED F 0.1%
Value $405K Shares 7,530 Est. Cost $53.77 Unrealized
PPL PPL CORP 0.1%
Value $400K Shares 10,464 Est. Cost $23.27 Unrealized +55.7%
XLV SELECT SECTOR SPDR TR 0.1%
Value $399K Shares 2,720 Est. Cost $119.11 Unrealized
VXF VANGUARD INDEX FDS 0.1%
Value $397K Shares 1,931 Est. Cost $209.04 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value $393K Shares 2,428 Est. Cost $101.94 Unrealized
BDEC INNOVATOR ETFS TRUST 0.1%
Value $391K Shares 8,145 Est. Cost $34.86 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $384K Shares 5,100 Est. Cost $39.11 Unrealized +95.2%
QLD PROSHARES TR 0.0%
Value $384K Shares 6,289 Est. Cost $73.35 Unrealized
VDE VANGUARD WORLD FD 0.0%
Value $382K Shares 2,209 Est. Cost $129.69 Unrealized
LIN LINDE PLC 0.0%
Value $367K Shares 741 Est. Cost $389.22 Unrealized +18.2%
IWR ISHARES TR 0.0%
Value $367K Shares 3,778 Est. Cost $75.53 Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $363K Shares 3,695 Est. Cost $114.72 Unrealized -4.2%
BNOV INNOVATOR ETFS TRUST 0.0%
Value $359K Shares 8,355 Est. Cost $31.82 Unrealized
IJJ ISHARES TR 0.0%
Value $357K Shares 2,697 Est. Cost $110.03 Unrealized
BJAN INNOVATOR ETFS TRUST 0.0%
Value $355K Shares 6,650 Est. Cost $36.10 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $350K Shares 1,683 Est. Cost $142.30 Unrealized +58.1%
IWP ISHARES TR 0.0%
Value $348K Shares 2,713 Est. Cost $113.93 Unrealized
BP BP PLC 0.0%
Value $347K Shares 7,384 Est. Cost $29.57 Unrealized
FDX FEDEX CORP 0.0%
Value $341K Shares 958 Est. Cost $231.38 Unrealized +46.5%
T AT&T INC 0.0%
Value $337K Shares 11,631 Est. Cost $25.75 Unrealized 0.0%
ITOT ISHARES TR 0.0%
Value $337K Shares 2,367 Est. Cost $95.52 Unrealized
SHEL SHELL PLC 0.0%
Value $335K Shares 3,605 Est. Cost $52.17 Unrealized
ACLC AMERICAN CENTY ETF TR 0.0%
Value $330K Shares 4,471 Est. Cost $58.44 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value $328K Shares 6,822 Est. Cost $48.05 Unrealized
COWZ PACER FDS TR 0.0%
Value $325K Shares 5,200 Est. Cost $57.65 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $323K Shares 941 Est. Cost $213.63 Unrealized +65.9%
AXP AMERICAN EXPRESS CO 0.0%
Value $322K Shares 1,064 Est. Cost $208.96 Unrealized +70.5%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value $320K Shares 7,970 Est. Cost $34.65 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $319K Shares 3,937 Est. Cost $56.54 Unrealized +44.2%
BSJR INVESCO EXCH TRD SLF IDX FD 0.0%
Value $318K Shares 14,202 Est. Cost $22.37 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $316K Shares 6,399 Est. Cost $35.66 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value $315K Shares 4,305 Est. Cost $47.44 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $312K Shares 1,068 Est. Cost $172.58 Unrealized +67.2%
MFSM MFS ACTIVE EXCHANGE TRADED F 0.0%
Value $311K Shares 12,500 Est. Cost $24.83 Unrealized
IJT ISHARES TR 0.0%
Value $304K Shares 2,100 Est. Cost $109.97 Unrealized
EXC EXELON CORP 0.0%
Value $302K Shares 6,162 Est. Cost $31.14 Unrealized +45.0%
FENY FIDELITY COVINGTON TRUST 0.0%
Value $300K Shares 8,825 Est. Cost $23.81 Unrealized
BLK BLACKROCK INC 0.0%
Value $296K Shares 308 Est. Cost $990.87 Unrealized +10.7%
PSX PHILLIPS 66 0.0%
Value $287K Shares 1,576 Est. Cost $147.11 Unrealized 0.0%
BJUN INNOVATOR ETFS TRUST 0.0%
Value $279K Shares 6,025 Est. Cost $34.93 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $278K Shares 2,341 Est. Cost $85.00 Unrealized +41.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $275K Shares 403 Est. Cost $566.56 Unrealized +18.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value $274K Shares 954 Est. Cost $239.92 Unrealized +24.3%
IEMG ISHARES INC 0.0%
Value $273K Shares 3,913 Est. Cost $67.73 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value $272K Shares 3,530 Est. Cost $77.47 Unrealized
SPTM SPDR SERIES TRUST 0.0%
Value $272K Shares 3,439 Est. Cost $71.71 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $271K Shares 5,395 Est. Cost $43.82 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value $268K Shares 2,855 Est. Cost $57.21 Unrealized +75.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value $268K Shares 4,473 Est. Cost $49.39 Unrealized +27.8%
DSI ISHARES TR 0.0%
Value $266K Shares 2,193 Est. Cost $91.05 Unrealized
XBAP INNOVATOR ETFS TRUST 0.0%
Value $266K Shares 6,785 Est. Cost $32.28 Unrealized
SO SOUTHERN CO 0.0%
Value $261K Shares 2,706 Est. Cost $64.60 Unrealized +38.6%
IAPR INNOVATOR ETFS TRUST 0.0%
Value $259K Shares 8,180 Est. Cost $29.24 Unrealized
KOCT INNOVATOR ETFS TRUST 0.0%
Value $259K Shares 7,620 Est. Cost $25.60 Unrealized
SPXL DIREXION SHARES ETF TRUST 0.0%
Value $253K Shares 1,366 Est. Cost $174.65 Unrealized
AVUS AMERICAN CENTY ETF TR 0.0%
Value $246K Shares 2,210 Est. Cost $81.56 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $242K Shares 708 Est. Cost $326.57 Unrealized 0.0%
F FORD MTR CO 0.0%
Value $238K Shares 20,655 Est. Cost $8.66 Unrealized +58.6%
CRWV COREWEAVE INC 0.0%
Value $238K Shares 3,076 Est. Cost $101.39 Unrealized -9.8%
EFG ISHARES TR 0.0%
Value $237K Shares 2,125 Est. Cost $96.85 Unrealized
PFE PFIZER INC 0.0%
Value $235K Shares 8,355 Est. Cost $29.03 Unrealized -9.8%
PMAY INNOVATOR ETFS TRUST 0.0%
Value $233K Shares 5,825 Est. Cost $34.11 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $232K Shares 2,931 Est. Cost $79.73 Unrealized
TFI SPDR SERIES TRUST 0.0%
Value $228K Shares 5,021 Est. Cost $45.71 Unrealized
XLC SELECT SECTOR SPDR TR 0.0%
Value $228K Shares 2,053 Est. Cost $72.88 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $226K Shares 2,528 Est. Cost $67.34 Unrealized +39.0%
SHOP SHOPIFY INC 0.0%
Value $226K Shares 1,905 Est. Cost $104.22 Unrealized +30.9%
EFA ISHARES TR 0.0%
Value $226K Shares 2,323 Est. Cost $81.95 Unrealized
MFSV MFS ACTIVE EXCHANGE TRADED F 0.0%
Value $225K Shares 8,400 Est. Cost $26.14 Unrealized
LQDW ISHARES TR 0.0%
Value $223K Shares 9,219 Est. Cost $24.18 Unrealized
IWV ISHARES TR 0.0%
Value $222K Shares 600 Est. Cost $300.32 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $220K Shares 1,679 Est. Cost $120.54 Unrealized 0.0%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value $219K Shares 10,000 Est. Cost $19.79 Unrealized
TQQQ PROSHARES TR 0.0%
Value $218K Shares 5,234 Est. Cost $73.09 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $214K Shares 833 Est. Cost $243.67 Unrealized
ETHE GRAYSCALE ETHEREUM STAKING E 0.0%
Value $214K Shares 12,556 Est. Cost $21.89 Unrealized
C CITIGROUP INC 0.0%
Value $214K Shares 1,890 Est. Cost $103.64 Unrealized +12.1%
MELI MERCADOLIBRE INC 0.0%
Value $213K Shares 123 Est. Cost $2022.59 Unrealized +2.2%
DNP SELECT INCOME FD INC 0.0%
Value $211K Shares 20,522 Est. Cost $10.49 Unrealized
CRM SALESFORCE INC 0.0%
Value $208K Shares 1,116 Est. Cost $236.15 Unrealized -8.6%
MS MORGAN STANLEY 0.0%
Value $207K Shares 1,260 Est. Cost $146.87 Unrealized +22.3%
SCHE SCHWAB STRATEGIC TR 0.0%
Value $205K Shares 6,231 Est. Cost $30.14 Unrealized
DDFS INNOVATOR ETFS TRUST 0.0%
Value $201K Shares 9,500 Est. Cost $21.19 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $200K Shares 6,966 Est. Cost $29.82 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value $195K Shares 2,446 Est. Cost $69.30 Unrealized +29.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $195K Shares 467 Est. Cost $422.16 Unrealized 0.0%
ACRS ACLARIS THERAPEUTICS INC 0.0%
Value $66,683 Shares 17,782 Est. Cost $1.35 Unrealized +146.2%
ATAI ATAIBECKLEY INC 0.0%
Value $45,677 Shares 12,903 Est. Cost $3.85 Unrealized 0.0%
CABA CABALETTA BIO INC 0.0%
Value $40,350 Shares 15,000 Est. Cost $2.02 Unrealized +29.6%
WWR WESTWATER RES INC 0.0%
Value $9,809 Shares 15,000 Est. Cost $0.52 Unrealized +93.6%