CFS Investment Advisory Services, LLC Diversified Active

Location: Totowa, NJ

CIK: 0001845688 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 31, 2025

Total Value: $1.347B (100.0% shares, 0.0% debt)

Holdings (341)

PTLC PACER FDS TR 8.6%
Value $115M Shares 2,071,644 Est. Cost $3.77 Unrealized
SPYM SPDR SERIES TRUST 4.8%
Value $64.07M Shares 804,206 Est. Cost $13.73 Unrealized
VUG VANGUARD INDEX FDS 3.9%
Value $52.02M Shares 106,242 Est. Cost $373.77 Unrealized
DYNF BLACKROCK ETF TRUST 3.1%
Value $41.21M Shares 687,450 Est. Cost $46.80 Unrealized
IWD ISHARES TR 2.4%
Value $32.73M Shares 158,631 Est. Cost $176.34 Unrealized
IVV ISHARES TR 2.4%
Value $32.18M Shares 47,282 Est. Cost $553.07 Unrealized
QUAL ISHARES TR 2.2%
Value $29.75M Shares 151,120 Est. Cost $121.84 Unrealized
SPTL SPDR SERIES TRUST 1.9%
Value $24.93M Shares 906,354 Est. Cost $23.76 Unrealized
SGOV ISHARES TR 1.6%
Value $21.88M Shares 217,385 Est. Cost $100.51 Unrealized
DFAC DIMENSIONAL ETF TRUST 1.6%
Value $21.55M Shares 551,549 Est. Cost $4.33 Unrealized
IEMG ISHARES INC 1.6%
Value $21M Shares 308,589 Est. Cost $53.03 Unrealized
EFV ISHARES TR 1.5%
Value $20.83M Shares 304,081 Est. Cost $57.98 Unrealized
IVW ISHARES TR 1.5%
Value $20.81M Shares 169,656 Est. Cost $92.55 Unrealized
IJH ISHARES TR 1.5%
Value $20.45M Shares 309,826 Est. Cost $58.78 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.5%
Value $20.17M Shares 434,462 Est. Cost $7.43 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.5%
Value $20.01M Shares 463,713 Est. Cost $4.97 Unrealized
MBB ISHARES TR 1.3%
Value $17.9M Shares 186,352 Est. Cost $92.07 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 1.3%
Value $17.75M Shares 302,360 Est. Cost $53.42 Unrealized
IUSB ISHARES TR 1.3%
Value $17.72M Shares 376,341 Est. Cost $26.17 Unrealized
VEA VANGUARD TAX-MANAGED FDS 1.3%
Value $17.46M Shares 285,143 Est. Cost $49.85 Unrealized
IEI ISHARES TR 1.2%
Value $16.62M Shares 138,253 Est. Cost $115.54 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.2%
Value $16.32M Shares 689,271 Est. Cost $33.31 Unrealized
AAPL APPLE INC 1.2%
Value $15.74M Shares 59,889 Est. Cost $222.66 Unrealized +1.3%
BAI BLACKROCK ETF TRUST 1.2%
Value $15.56M Shares 435,621 Est. Cost $32.31 Unrealized
OEF ISHARES TR 1.1%
Value $15.41M Shares 45,391 Est. Cost $300.51 Unrealized
THRO BLACKROCK ETF TRUST 1.1%
Value $14.7M Shares 383,437 Est. Cost $35.02 Unrealized
BRTR BLACKROCK ETF TRUST II 1.0%
Value $14.12M Shares 274,155 Est. Cost $51.45 Unrealized
GLDM WORLD GOLD TR 1.0%
Value $13.62M Shares 167,678 Est. Cost $63.98 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.0%
Value $13.55M Shares 416,308 Est. Cost $3.82 Unrealized
BINC BLACKROCK ETF TRUST II 1.0%
Value $13.13M Shares 245,724 Est. Cost $53.41 Unrealized
AGG ISHARES TR 0.8%
Value $10.38M Shares 102,593 Est. Cost $97.57 Unrealized
NOBL PROSHARES TR 0.8%
Value $10.35M Shares 100,284 Est. Cost $28.70 Unrealized
AVGO BROADCOM INC 0.7%
Value $9.916M Shares 28,000 Est. Cost $147.69 Unrealized +107.0%
SPMO INVESCO EXCH TRADED FD TR II 0.7%
Value $9.515M Shares 78,176 Est. Cost $95.02 Unrealized
QDF FLEXSHARES TR 0.7%
Value $9.097M Shares 113,515 Est. Cost $71.54 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value $9.055M Shares 48,614 Est. Cost $107.92 Unrealized +61.5%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.7%
Value $8.838M Shares 206,253 Est. Cost $29.01 Unrealized
XT ISHARES TR 0.6%
Value $8.619M Shares 115,377 Est. Cost $0.45 Unrealized
EFG ISHARES TR 0.6%
Value $8.443M Shares 72,258 Est. Cost $102.30 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value $8.003M Shares 145,040 Est. Cost $43.99 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $7.963M Shares 15,207 Est. Cost $422.12 Unrealized +20.5%
BIDD BLACKROCK ETF TRUST 0.6%
Value $7.944M Shares 276,101 Est. Cost $25.13 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.6%
Value $7.94M Shares 107,822 Est. Cost $32.62 Unrealized
IYW ISHARES TR 0.6%
Value $7.533M Shares 37,093 Est. Cost $150.50 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.6%
Value $7.487M Shares 150,395 Est. Cost $49.51 Unrealized
ESGU ISHARES TR 0.6%
Value $7.42M Shares 50,055 Est. Cost $0.02 Unrealized
DVYE ISHARES INC 0.5%
Value $7.359M Shares 243,203 Est. Cost $28.54 Unrealized
IVE ISHARES TR 0.5%
Value $7.185M Shares 34,238 Est. Cost $184.12 Unrealized
IJR ISHARES TR 0.5%
Value $7.145M Shares 58,982 Est. Cost $107.38 Unrealized
DFSD DIMENSIONAL ETF TRUST 0.5%
Value $6.837M Shares 141,434 Est. Cost $5.51 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $6.354M Shares 33,373 Est. Cost $144.43 Unrealized +17.4%
IEFA ISHARES TR 0.5%
Value $6.349M Shares 71,574 Est. Cost $28.52 Unrealized
NANR SPDR INDEX SHS FDS 0.5%
Value $6.272M Shares 97,871 Est. Cost $1.09 Unrealized
SHLD GLOBAL X FDS 0.5%
Value $6.185M Shares 90,613 Est. Cost $68.26 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.5%
Value $6.076M Shares 164,808 Est. Cost $11.05 Unrealized
STIP ISHARES TR 0.4%
Value $5.871M Shares 56,719 Est. Cost $68.39 Unrealized
EMB ISHARES TR 0.4%
Value $5.788M Shares 60,113 Est. Cost $89.34 Unrealized
ABBV ABBVIE INC 0.4%
Value $5.57M Shares 24,429 Est. Cost $130.41 Unrealized +54.9%
BND VANGUARD BD INDEX FDS 0.4%
Value $5.533M Shares 73,750 Est. Cost $72.26 Unrealized
WMT WALMART INC 0.4%
Value $5.252M Shares 49,469 Est. Cost $62.30 Unrealized +59.3%
EFA ISHARES TR 0.4%
Value $5.161M Shares 54,303 Est. Cost $78.58 Unrealized
ITOT ISHARES TR 0.4%
Value $5.128M Shares 34,614 Est. Cost $119.71 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value $4.949M Shares 16,474 Est. Cost $122.43 Unrealized +141.7%
XOM EXXON MOBIL CORP 0.4%
Value $4.915M Shares 42,591 Est. Cost $87.63 Unrealized +25.2%
IJJ ISHARES TR 0.3%
Value $4.372M Shares 33,424 Est. Cost $113.55 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value $4.358M Shares 72,091 Est. Cost $56.65 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value $4.265M Shares 27,972 Est. Cost $157.62 Unrealized -1.7%
DFAT DIMENSIONAL ETF TRUST 0.3%
Value $4.193M Shares 71,926 Est. Cost $22.75 Unrealized
XTEN BONDBLOXX ETF TRUST 0.3%
Value $4.184M Shares 88,482 Est. Cost $46.33 Unrealized
CTAS CINTAS CORP 0.3%
Value $4.014M Shares 21,033 Est. Cost $185.25 Unrealized +14.9%
FDL FIRST TR EXCHANGE-TRADED FD 0.3%
Value $3.735M Shares 86,336 Est. Cost $41.95 Unrealized
AVEM AMERICAN CENTY ETF TR 0.3%
Value $3.713M Shares 48,091 Est. Cost $77.20 Unrealized
IJK ISHARES TR 0.3%
Value $3.66M Shares 37,620 Est. Cost $88.14 Unrealized
LLY ELI LILLY & CO 0.3%
Value $3.626M Shares 4,393 Est. Cost $790.41 Unrealized -6.1%
GWW GRAINGER W W INC 0.3%
Value $3.577M Shares 3,694 Est. Cost $927.67 Unrealized +7.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $3.543M Shares 7,199 Est. Cost $445.75 Unrealized +8.7%
IWO ISHARES TR 0.3%
Value $3.54M Shares 10,675 Est. Cost $262.70 Unrealized
MUB ISHARES TR 0.3%
Value $3.468M Shares 32,227 Est. Cost $106.58 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.3%
Value $3.448M Shares 76,403 Est. Cost $17.41 Unrealized
AMZN AMAZON COM INC 0.2%
Value $3.349M Shares 14,938 Est. Cost $189.43 Unrealized +19.5%
AFL AFLAC INC 0.2%
Value $3.137M Shares 29,269 Est. Cost $98.75 Unrealized +5.5%
KO COCA COLA CO 0.2%
Value $3.118M Shares 44,732 Est. Cost $59.15 Unrealized +14.8%
SMMU PIMCO ETF TR 0.2%
Value $3.032M Shares 59,997 Est. Cost $50.16 Unrealized
TIP ISHARES TR 0.2%
Value $3.012M Shares 26,898 Est. Cost $107.63 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value $3.007M Shares 6,144 Est. Cost $347.93 Unrealized +53.4%
LIN LINDE PLC 0.2%
Value $2.986M Shares 6,696 Est. Cost $354.32 Unrealized +32.8%
DFEM DIMENSIONAL ETF TRUST 0.2%
Value $2.942M Shares 89,074 Est. Cost $8.78 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value $2.926M Shares 11,520 Est. Cost $148.58 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $2.878M Shares 9,359 Est. Cost $167.72 Unrealized +54.8%
MRSK NORTHERN LIGHTS FD TR 0.2%
Value $2.849M Shares 78,395 Est. Cost $34.54 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.2%
Value $2.838M Shares 85,547 Est. Cost $0.05 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $2.826M Shares 33,483 Est. Cost $69.85 Unrealized +3.4%
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $2.823M Shares 10,048 Est. Cost $254.68 Unrealized +16.9%
LOW LOWES COS INC 0.2%
Value $2.764M Shares 11,387 Est. Cost $221.74 Unrealized +10.1%
CB CHUBB LIMITED 0.2%
Value $2.695M Shares 9,559 Est. Cost $199.93 Unrealized +37.7%
HD HOME DEPOT INC 0.2%
Value $2.676M Shares 6,921 Est. Cost $361.17 Unrealized +7.7%
VOO VANGUARD INDEX FDS 0.2%
Value $2.665M Shares 4,281 Est. Cost $515.40 Unrealized
ORCL ORACLE CORP 0.2%
Value $2.662M Shares 9,397 Est. Cost $95.95 Unrealized +164.9%
PEP PEPSICO INC 0.2%
Value $2.637M Shares 17,399 Est. Cost $158.72 Unrealized -11.5%
AMGN AMGEN INC 0.2%
Value $2.634M Shares 9,029 Est. Cost $312.12 Unrealized -8.2%
MCD MCDONALDS CORP 0.2%
Value $2.579M Shares 8,434 Est. Cost $256.89 Unrealized +17.3%
GOOGL ALPHABET INC 0.2%
Value $2.522M Shares 9,704 Est. Cost $123.88 Unrealized +68.9%
GD GENERAL DYNAMICS CORP 0.2%
Value $2.481M Shares 7,074 Est. Cost $284.04 Unrealized +10.5%
PNR PENTAIR PLC 0.2%
Value $2.445M Shares 22,279 Est. Cost $43.24 Unrealized +146.2%
EMR EMERSON ELEC CO 0.2%
Value $2.416M Shares 18,212 Est. Cost $107.47 Unrealized +26.1%
SHW SHERWIN WILLIAMS CO 0.2%
Value $2.391M Shares 7,158 Est. Cost $305.10 Unrealized +15.2%
ABT ABBOTT LABS 0.2%
Value $2.345M Shares 18,490 Est. Cost $107.83 Unrealized +21.1%
ICSH ISHARES TR 0.2%
Value $2.289M Shares 45,112 Est. Cost $43.09 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value $2.281M Shares 3,697 Est. Cost $488.53 Unrealized
TSLA TESLA INC 0.2%
Value $2.281M Shares 5,260 Est. Cost $277.62 Unrealized +24.9%
DOV DOVER CORP 0.2%
Value $2.228M Shares 12,556 Est. Cost $175.81 Unrealized +1.6%
CINF CINCINNATI FINL CORP 0.2%
Value $2.199M Shares 14,034 Est. Cost $112.57 Unrealized +33.5%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value $2.192M Shares 15,625 Est. Cost $115.71 Unrealized
CAH CARDINAL HEALTH INC 0.2%
Value $2.171M Shares 13,410 Est. Cost $59.09 Unrealized +159.9%
NUE NUCOR CORP 0.2%
Value $2.13M Shares 15,355 Est. Cost $168.96 Unrealized -16.8%
DFIP DIMENSIONAL ETF TRUST 0.2%
Value $2.098M Shares 49,472 Est. Cost $8.86 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $2.085M Shares 3,079 Est. Cost $67.06 Unrealized
SPEM SPDR INDEX SHS FDS 0.2%
Value $2.057M Shares 43,062 Est. Cost $35.95 Unrealized
MTUM ISHARES TR 0.2%
Value $2.039M Shares 7,980 Est. Cost $3.61 Unrealized
MRK MERCK & CO INC 0.2%
Value $2.031M Shares 23,217 Est. Cost $84.62 Unrealized -4.3%
C CITIGROUP INC 0.1%
Value $2.01M Shares 20,347 Est. Cost $59.69 Unrealized +57.7%
META META PLATFORMS INC 0.1%
Value $1.989M Shares 2,694 Est. Cost $304.19 Unrealized +144.3%
TFI SPDR SERIES TRUST 0.1%
Value $1.978M Shares 43,145 Est. Cost $37.69 Unrealized
SUSL ISHARES TR 0.1%
Value $1.917M Shares 16,088 Est. Cost $1.93 Unrealized
HIMU BLACKROCK ETF TRUST II 0.1%
Value $1.911M Shares 38,642 Est. Cost $49.52 Unrealized
BAC BANK AMERICA CORP 0.1%
Value $1.897M Shares 36,094 Est. Cost $39.53 Unrealized +22.3%
ITW ILLINOIS TOOL WKS INC 0.1%
Value $1.865M Shares 7,589 Est. Cost $236.81 Unrealized +8.7%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $1.823M Shares 8,342 Est. Cost $188.98 Unrealized
IAGG ISHARES TR 0.1%
Value $1.813M Shares 35,070 Est. Cost $51.09 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value $1.809M Shares 5,782 Est. Cost $253.42 Unrealized
IGRO ISHARES TR 0.1%
Value $1.803M Shares 22,298 Est. Cost $75.62 Unrealized
IWF ISHARES TR 0.1%
Value $1.78M Shares 3,730 Est. Cost $368.86 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $1.776M Shares 5,323 Est. Cost $272.31 Unrealized
ICVT ISHARES TR 0.1%
Value $1.729M Shares 16,830 Est. Cost $82.63 Unrealized
IWB ISHARES TR 0.1%
Value $1.728M Shares 4,649 Est. Cost $299.37 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value $1.719M Shares 38,268 Est. Cost $23.67 Unrealized
GOVT ISHARES TR 0.1%
Value $1.711M Shares 73,422 Est. Cost $7.97 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value $1.659M Shares 5,627 Est. Cost $257.14 Unrealized
TLT ISHARES TR 0.1%
Value $1.618M Shares 17,690 Est. Cost $90.24 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $1.617M Shares 8,757 Est. Cost $76.74 Unrealized +111.2%
IWX ISHARES TR 0.1%
Value $1.57M Shares 17,570 Est. Cost $76.90 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $1.554M Shares 4,286 Est. Cost $453.37 Unrealized -34.1%
GSLC GOLDMAN SACHS ETF TR 0.1%
Value $1.535M Shares 11,677 Est. Cost $106.99 Unrealized
RTX RTX CORPORATION 0.1%
Value $1.508M Shares 8,443 Est. Cost $115.00 Unrealized +34.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value $1.476M Shares 3,083 Est. Cost $533.24 Unrealized -0.4%
CSCO CISCO SYS INC 0.1%
Value $1.474M Shares 20,872 Est. Cost $45.17 Unrealized +49.2%
USMV ISHARES TR 0.1%
Value $1.467M Shares 15,526 Est. Cost $21.79 Unrealized
SYY SYSCO CORP 0.1%
Value $1.466M Shares 18,954 Est. Cost $71.30 Unrealized +10.6%
VTV VANGUARD INDEX FDS 0.1%
Value $1.419M Shares 7,540 Est. Cost $178.84 Unrealized
SPMD SPDR SERIES TRUST 0.1%
Value $1.414M Shares 24,458 Est. Cost $33.42 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value $1.4M Shares 5,493 Est. Cost $263.17 Unrealized +8.5%
RPG INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.386M Shares 28,809 Est. Cost $38.40 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value $1.384M Shares 11,441 Est. Cost $64.81 Unrealized +73.3%
JMOM J P MORGAN EXCHANGE TRADED F 0.1%
Value $1.38M Shares 20,074 Est. Cost $56.34 Unrealized
V VISA INC 0.1%
Value $1.379M Shares 3,969 Est. Cost $239.44 Unrealized +44.1%
ECL ECOLAB INC 0.1%
Value $1.371M Shares 4,944 Est. Cost $227.14 Unrealized +19.0%
GPC GENUINE PARTS CO 0.1%
Value $1.329M Shares 10,150 Est. Cost $141.59 Unrealized -6.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value $1.325M Shares 20,915 Est. Cost $57.84 Unrealized -0.1%
EMXC ISHARES INC 0.1%
Value $1.314M Shares 18,357 Est. Cost $58.08 Unrealized
CME CME GROUP INC 0.1%
Value $1.294M Shares 4,799 Est. Cost $190.30 Unrealized +41.8%
MS MORGAN STANLEY 0.1%
Value $1.256M Shares 7,666 Est. Cost $98.12 Unrealized +49.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.253M Shares 9,834 Est. Cost $87.07 Unrealized +37.6%
DFAU DIMENSIONAL ETF TRUST 0.1%
Value $1.247M Shares 26,850 Est. Cost $9.20 Unrealized
GNMA ISHARES TR 0.1%
Value $1.245M Shares 27,788 Est. Cost $43.29 Unrealized
THY NORTHERN LIGHTS FD TR 0.1%
Value $1.235M Shares 54,762 Est. Cost $22.48 Unrealized
SO SOUTHERN CO 0.1%
Value $1.233M Shares 12,860 Est. Cost $73.35 Unrealized +25.7%
EDGF ADVISORS INNER CIRCLE FD II 0.1%
Value $1.188M Shares 47,667 Est. Cost $24.81 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.177M Shares 1,502 Est. Cost $378.17 Unrealized +94.3%
SPSM SPDR SERIES TRUST 0.1%
Value $1.146M Shares 24,258 Est. Cost $26.83 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $1.145M Shares 12,225 Est. Cost $91.55 Unrealized -0.3%
CAT CATERPILLAR INC 0.1%
Value $1.141M Shares 2,184 Est. Cost $341.65 Unrealized +24.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.1%
Value $1.094M Shares 13,158 Est. Cost $68.91 Unrealized +20.0%
CVX CHEVRON CORP NEW 0.1%
Value $1.087M Shares 6,985 Est. Cost $148.48 Unrealized +2.6%
BUYW NORTHERN LTS FD TR IV 0.1%
Value $1.084M Shares 76,272 Est. Cost $14.10 Unrealized
QCOM QUALCOMM INC 0.1%
Value $1.072M Shares 6,343 Est. Cost $180.66 Unrealized -13.0%
IGM ISHARES TR 0.1%
Value $1.059M Shares 8,077 Est. Cost $92.00 Unrealized
HDV ISHARES TR 0.1%
Value $1.048M Shares 8,603 Est. Cost $116.71 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.1%
Value $1.003M Shares 19,539 Est. Cost $24.47 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value $993K Shares 1,065 Est. Cost $731.63 Unrealized +30.8%
MKC MCCORMICK & CO INC 0.1%
Value $989K Shares 14,797 Est. Cost $69.97 Unrealized -1.3%
SCHF SCHWAB STRATEGIC TR 0.1%
Value $987K Shares 41,371 Est. Cost $20.26 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value $973K Shares 4,254 Est. Cost $193.02 Unrealized -6.3%
GOOG ALPHABET INC 0.1%
Value $962K Shares 3,693 Est. Cost $123.74 Unrealized +69.7%
EFAV ISHARES TR 0.1%
Value $942K Shares 11,001 Est. Cost $1.94 Unrealized
USB US BANCORP DEL 0.1%
Value $932K Shares 19,302 Est. Cost $38.62 Unrealized +20.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $922K Shares 7,951 Est. Cost $97.76 Unrealized +10.7%
NFLX NETFLIX INC 0.1%
Value $922K Shares 842 Est. Cost $75.17 Unrealized +62.4%
PTNQ PACER FDS TR 0.1%
Value $908K Shares 11,394 Est. Cost $74.29 Unrealized
DFAX DIMENSIONAL ETF TRUST 0.1%
Value $898K Shares 28,200 Est. Cost $0.10 Unrealized
EEM ISHARES TR 0.1%
Value $881K Shares 15,990 Est. Cost $43.19 Unrealized
BIV VANGUARD BD INDEX FDS 0.1%
Value $873K Shares 11,089 Est. Cost $75.45 Unrealized
TAXX BONDBLOXX ETF TRUST 0.1%
Value $856K Shares 16,794 Est. Cost $50.81 Unrealized
FNDX SCHWAB STRATEGIC TR 0.1%
Value $849K Shares 31,773 Est. Cost $23.63 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $847K Shares 10,855 Est. Cost $89.43 Unrealized -5.4%
IXUS ISHARES TR 0.1%
Value $828K Shares 9,816 Est. Cost $19.02 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $821K Shares 3,450 Est. Cost $218.86 Unrealized +9.2%
T AT&T INC 0.1%
Value $789K Shares 31,396 Est. Cost $18.41 Unrealized +52.5%
SPIB SPDR SERIES TRUST 0.1%
Value $787K Shares 23,110 Est. Cost $29.11 Unrealized
AVMC AMERICAN CENTY ETF TR 0.1%
Value $781K Shares 11,173 Est. Cost $68.76 Unrealized
XONE BONDBLOXX ETF TRUST 0.1%
Value $763K Shares 15,366 Est. Cost $49.68 Unrealized
MUNI PIMCO ETF TR 0.1%
Value $741K Shares 14,067 Est. Cost $52.17 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $723K Shares 3,888 Est. Cost $227.59 Unrealized -19.1%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $709K Shares 3,802 Est. Cost $150.55 Unrealized +30.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value $708K Shares 6,838 Est. Cost $101.97 Unrealized +0.8%
IQLT ISHARES TR 0.1%
Value $702K Shares 15,569 Est. Cost $38.00 Unrealized
PSX PHILLIPS 66 0.1%
Value $693K Shares 5,135 Est. Cost $138.03 Unrealized -8.4%
SJNK SPDR SERIES TRUST 0.1%
Value $679K Shares 26,608 Est. Cost $25.17 Unrealized
REGL PROSHARES TR 0.0%
Value $647K Shares 7,696 Est. Cost $35.68 Unrealized
ISHARES TR 0.0%
Value $641K Shares 23,929 Est. Cost $5.30 Unrealized
AOS SMITH A O CORP 0.0%
Value $638K Shares 9,261 Est. Cost $82.14 Unrealized -13.7%
IBMO ISHARES TR 0.0%
Value $634K Shares 24,791 Est. Cost $5.27 Unrealized
IBMP ISHARES TR 0.0%
Value $631K Shares 24,864 Est. Cost $25.13 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $630K Shares 4,449 Est. Cost $121.67 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.0%
Value $629K Shares 9,294 Est. Cost $63.42 Unrealized
TGT TARGET CORP 0.0%
Value $629K Shares 6,668 Est. Cost $141.02 Unrealized -31.4%
COP CONOCOPHILLIPS 0.0%
Value $626K Shares 7,113 Est. Cost $97.93 Unrealized -4.7%
VB VANGUARD INDEX FDS 0.0%
Value $625K Shares 2,413 Est. Cost $223.54 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $619K Shares 5,203 Est. Cost $125.50 Unrealized +1.0%
VGT VANGUARD WORLD FD 0.0%
Value $619K Shares 799 Est. Cost $395.45 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $617K Shares 1,075 Est. Cost $385.65 Unrealized +48.7%
IBMR ISHARES TR 0.0%
Value $614K Shares 24,140 Est. Cost $24.98 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $605K Shares 20,660 Est. Cost $35.98 Unrealized -7.8%
IBMQ ISHARES TR 0.0%
Value $605K Shares 23,654 Est. Cost $25.59 Unrealized
IXN ISHARES TR 0.0%
Value $598K Shares 5,561 Est. Cost $82.89 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $580K Shares 3,821 Est. Cost $74.98 Unrealized +40.7%
PFE PFIZER INC 0.0%
Value $579K Shares 23,379 Est. Cost $24.77 Unrealized -2.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $572K Shares 2,989 Est. Cost $12.50 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $554K Shares 7,397 Est. Cost $60.34 Unrealized
BA BOEING CO 0.0%
Value $549K Shares 2,480 Est. Cost $174.51 Unrealized +29.2%
LCTU BLACKROCK ETF TRUST 0.0%
Value $548K Shares 7,402 Est. Cost $56.18 Unrealized
IVLU ISHARES TR 0.0%
Value $531K Shares 14,806 Est. Cost $19.53 Unrealized
SMDV PROSHARES TR 0.0%
Value $526K Shares 7,840 Est. Cost $45.13 Unrealized
IMCG ISHARES TR 0.0%
Value $518K Shares 6,232 Est. Cost $71.37 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $500K Shares 11,397 Est. Cost $41.83 Unrealized +8.8%
PH PARKER-HANNIFIN CORP 0.0%
Value $499K Shares 647 Est. Cost $543.19 Unrealized +35.3%
XHLF BONDBLOXX ETF TRUST 0.0%
Value $492K Shares 9,763 Est. Cost $50.39 Unrealized
MTB M & T BK CORP 0.0%
Value $489K Shares 2,639 Est. Cost $155.38 Unrealized +24.7%
DFLV DIMENSIONAL ETF TRUST 0.0%
Value $483K Shares 14,605 Est. Cost $27.05 Unrealized
BOXX EA SERIES TRUST 0.0%
Value $478K Shares 4,185 Est. Cost $106.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $471K Shares 1,596 Est. Cost $166.78 Unrealized
ITM VANECK ETF TRUST 0.0%
Value $471K Shares 9,977 Est. Cost $35.23 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $456K Shares 1,038 Est. Cost $442.28 Unrealized +1.4%
ETR ENTERGY CORP NEW 0.0%
Value $455K Shares 4,716 Est. Cost $58.93 Unrealized +47.8%
FITB FIFTH THIRD BANCORP 0.0%
Value $450K Shares 10,554 Est. Cost $34.87 Unrealized +23.4%
QUS SPDR SERIES TRUST 0.0%
Value $434K Shares 2,511 Est. Cost $0.03 Unrealized
FAST FASTENAL CO 0.0%
Value $433K Shares 10,094 Est. Cost $37.01 Unrealized +26.8%
INTC INTEL CORP 0.0%
Value $428K Shares 11,192 Est. Cost $24.23 Unrealized 0.0%
TDV PROSHARES TR 0.0%
Value $427K Shares 4,808 Est. Cost $2.78 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $426K Shares 878 Est. Cost $466.66 Unrealized -4.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $420K Shares 3,332 Est. Cost $78.70 Unrealized +48.0%
SHEL SHELL PLC 0.0%
Value $418K Shares 5,517 Est. Cost $71.41 Unrealized
O REALTY INCOME CORP 0.0%
Value $414K Shares 6,902 Est. Cost $48.64 Unrealized +17.0%
SPAB SPDR SERIES TRUST 0.0%
Value $410K Shares 15,730 Est. Cost $26.14 Unrealized
IBTG ISHARES TR 0.0%
Value $392K Shares 17,067 Est. Cost $22.87 Unrealized
PPG PPG INDS INC 0.0%
Value $389K Shares 3,756 Est. Cost $127.16 Unrealized -13.5%
ISHARES TR 0.0%
Value $385K Shares 16,468 Est. Cost $23.38 Unrealized
IBTH ISHARES TR 0.0%
Value $384K Shares 17,035 Est. Cost $22.41 Unrealized
IAU ISHARES GOLD TR 0.0%
Value $382K Shares 4,936 Est. Cost $51.51 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $379K Shares 1,061 Est. Cost $287.11 Unrealized +10.3%
PM PHILIP MORRIS INTL INC 0.0%
Value $378K Shares 2,395 Est. Cost $110.49 Unrealized +49.5%
SCHD SCHWAB STRATEGIC TR 0.0%
Value $373K Shares 13,804 Est. Cost $27.03 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $372K Shares 4,268 Est. Cost $128.93 Unrealized -31.6%
YUM YUM BRANDS INC 0.0%
Value $367K Shares 2,561 Est. Cost $134.82 Unrealized +8.3%
MDLZ MONDELEZ INTL INC 0.0%
Value $363K Shares 5,976 Est. Cost $64.79 Unrealized -2.1%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $361K Shares 3,061 Est. Cost $116.51 Unrealized +1.5%
NFG NATIONAL FUEL GAS CO 0.0%
Value $354K Shares 4,338 Est. Cost $80.72 Unrealized +8.0%
ETN EATON CORP PLC 0.0%
Value $354K Shares 941 Est. Cost $283.54 Unrealized +28.1%
GIS GENERAL MLS INC 0.0%
Value $353K Shares 7,449 Est. Cost $52.39 Unrealized -5.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $347K Shares 8,929 Est. Cost $32.55 Unrealized +30.5%
ESGV VANGUARD WORLD FD 0.0%
Value $346K Shares 2,876 Est. Cost $96.73 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $346K Shares 4,304 Est. Cost $65.95 Unrealized +8.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value $345K Shares 3,198 Est. Cost $66.52 Unrealized +52.4%
FXC INVESCO CURRENCYSHARES CDN D 0.0%
Value $342K Shares 4,898 Est. Cost $0.03 Unrealized
GLW CORNING INC 0.0%
Value $341K Shares 3,898 Est. Cost $46.30 Unrealized +40.3%
EOG EOG RES INC 0.0%
Value $340K Shares 3,196 Est. Cost $110.15 Unrealized +7.1%
CVS CVS HEALTH CORP 0.0%
Value $336K Shares 4,105 Est. Cost $67.82 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value $329K Shares 3,284 Est. Cost $95.78 Unrealized +3.5%
KLAC KLA CORP 0.0%
Value $328K Shares 277 Est. Cost $748.55 Unrealized +24.3%
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value $326K Shares 7,853 Est. Cost $4.69 Unrealized
NVS NOVARTIS AG 0.0%
Value $320K Shares 2,455 Est. Cost $106.29 Unrealized
CLX CLOROX CO DEL 0.0%
Value $317K Shares 2,733 Est. Cost $133.56 Unrealized -8.5%
PFS PROVIDENT FINL SVCS INC 0.0%
Value $317K Shares 16,672 Est. Cost $13.26 Unrealized +39.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value $315K Shares 1,271 Est. Cost $296.22 Unrealized -12.0%
IBTI ISHARES TR 0.0%
Value $312K Shares 13,885 Est. Cost $22.24 Unrealized
SYLD CAMBRIA ETF TR 0.0%
Value $307K Shares 4,481 Est. Cost $65.18 Unrealized
TBIL RBB FD INC 0.0%
Value $300K Shares 6,000 Est. Cost $50.00 Unrealized
GE GE AEROSPACE 0.0%
Value $298K Shares 980 Est. Cost $220.58 Unrealized +23.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $297K Shares 491 Est. Cost $563.27 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value $296K Shares 1,934 Est. Cost $130.12 Unrealized +0.2%
UGI UGI CORP NEW 0.0%
Value $293K Shares 8,693 Est. Cost $24.23 Unrealized +44.3%
BLK BLACKROCK INC 0.0%
Value $292K Shares 257 Est. Cost $984.14 Unrealized +12.7%
WEC WEC ENERGY GROUP INC 0.0%
Value $289K Shares 2,496 Est. Cost $94.69 Unrealized +13.1%
IWR ISHARES TR 0.0%
Value $283K Shares 2,910 Est. Cost $85.72 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.0%
Value $283K Shares 4,065 Est. Cost $69.57 Unrealized
COWZ PACER FDS TR 0.0%
Value $280K Shares 4,837 Est. Cost $55.16 Unrealized
HYDB ISHARES TR 0.0%
Value $280K Shares 5,881 Est. Cost $47.33 Unrealized
IJT ISHARES TR 0.0%
Value $280K Shares 1,949 Est. Cost $128.63 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $276K Shares 10,670 Est. Cost $26.70 Unrealized +1.0%
SCZ ISHARES TR 0.0%
Value $275K Shares 3,556 Est. Cost $77.46 Unrealized
NKE NIKE INC 0.0%
Value $274K Shares 3,965 Est. Cost $60.62 Unrealized +21.7%
IEV ISHARES TR 0.0%
Value $272K Shares 4,080 Est. Cost $55.87 Unrealized
UNP UNION PAC CORP 0.0%
Value $268K Shares 1,237 Est. Cost $227.12 Unrealized -1.7%
NWN NORTHWEST NAT HLDG CO 0.0%
Value $266K Shares 5,560 Est. Cost $37.39 Unrealized +10.9%
XMLV INVESCO EXCH TRADED FD TR II 0.0%
Value $264K Shares 4,192 Est. Cost $60.95 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $263K Shares 1,218 Est. Cost $203.31 Unrealized +1.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $263K Shares 1,039 Est. Cost $161.38 Unrealized 0.0%
OVV OVINTIV INC 0.0%
Value $261K Shares 6,934 Est. Cost $40.79 Unrealized 0.0%
SUSC ISHARES TR 0.0%
Value $259K Shares 10,888 Est. Cost $23.77 Unrealized
EIX EDISON INTL 0.0%
Value $247K Shares 4,272 Est. Cost $53.10 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $246K Shares 2,613 Est. Cost $82.32 Unrealized +13.6%
SYK STRYKER CORPORATION 0.0%
Value $242K Shares 635 Est. Cost $372.60 Unrealized +3.2%
SYNOVUS FINL CORP 0.0%
Value $242K Shares 5,245 Est. Cost $37.65 Unrealized
VTIP VANGUARD MALVERN FDS 0.0%
Value $241K Shares 4,802 Est. Cost $50.18 Unrealized
ITA ISHARES TR 0.0%
Value $237K Shares 1,095 Est. Cost $216.84 Unrealized
KELLANOVA 0.0%
Value $236K Shares 2,846 Est. Cost $78.61 Unrealized 0.0%
INTU INTUIT 0.0%
Value $236K Shares 345 Est. Cost $677.22 Unrealized +6.2%
APH AMPHENOL CORP NEW 0.0%
Value $234K Shares 1,749 Est. Cost $81.39 Unrealized +34.4%
RPM RPM INTL INC 0.0%
Value $232K Shares 2,085 Est. Cost $110.70 Unrealized +8.4%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $231K Shares 1,586 Est. Cost $136.16 Unrealized +3.4%
ES EVERSOURCE ENERGY 0.0%
Value $231K Shares 3,092 Est. Cost $64.19 Unrealized 0.0%
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value $228K Shares 245 Est. Cost $204.79 Unrealized +53.3%
ILCV ISHARES TR 0.0%
Value $224K Shares 2,446 Est. Cost $81.26 Unrealized
EVRG EVERGY INC 0.0%
Value $223K Shares 2,866 Est. Cost $70.25 Unrealized 0.0%
DSI ISHARES TR 0.0%
Value $222K Shares 1,734 Est. Cost $115.97 Unrealized
HAS HASBRO INC 0.0%
Value $220K Shares 2,863 Est. Cost $76.49 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value $219K Shares 1,965 Est. Cost $103.52 Unrealized +13.0%
STT STATE STR CORP 0.0%
Value $219K Shares 1,888 Est. Cost $110.08 Unrealized 0.0%
EMGF ISHARES INC 0.0%
Value $218K Shares 3,726 Est. Cost $52.11 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value $216K Shares 1,204 Est. Cost $160.28 Unrealized +5.2%
IGV ISHARES TR 0.0%
Value $213K Shares 1,834 Est. Cost $109.60 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $212K Shares 1,242 Est. Cost $147.81 Unrealized 0.0%
SCHR SCHWAB STRATEGIC TR 0.0%
Value $210K Shares 8,312 Est. Cost $38.89 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $209K Shares 3,301 Est. Cost $54.21 Unrealized +23.4%
IFRA ISHARES TR 0.0%
Value $205K Shares 3,796 Est. Cost $54.04 Unrealized
IGEB ISHARES TR 0.0%
Value $204K Shares 4,399 Est. Cost $46.40 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $204K Shares 386 Est. Cost $433.57 Unrealized +4.9%
TXXI BONDBLOXX ETF TRUST 0.0%
Value $203K Shares 4,000 Est. Cost $50.86 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $203K Shares 3,141 Est. Cost $61.42 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $202K Shares 1,193 Est. Cost $176.15 Unrealized +9.7%
ESPR ESPERION THERAPEUTICS INC NE 0.0%
Value $66,533 Shares 24,551 Est. Cost $7.15 Unrealized -73.0%
BMEA BIOMEA FUSION INC 0.0%
Value $16,743 Shares 11,468 Est. Cost $1.93 Unrealized -4.9%