Whalen Wealth Management Inc. Quant / Systematic

Location: Las Vegas, NV

CIK: 0001894447 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 20, 2026

Total Value: $186M (100.0% shares, 0.0% debt)

Holdings (188)

SHV ISHARES TR 6.1%
Value $11.46M Shares 103,996 Est. Cost $110.21 Unrealized
NVDA NVIDIA CORPORATION 3.9%
Value $7.354M Shares 39,430 Est. Cost $118.81 Unrealized +56.7%
IEI ISHARES TR 3.0%
Value $5.653M Shares 47,368 Est. Cost $118.67 Unrealized
AMZN AMAZON COM INC 2.9%
Value $5.489M Shares 23,780 Est. Cost $194.24 Unrealized +17.8%
MSFT MICROSOFT CORP 2.9%
Value $5.377M Shares 11,118 Est. Cost $462.96 Unrealized +8.1%
META META PLATFORMS INC 2.6%
Value $4.812M Shares 7,290 Est. Cost $491.71 Unrealized +35.7%
AAPL APPLE INC 2.4%
Value $4.442M Shares 16,340 Est. Cost $224.58 Unrealized +19.5%
IBTL ISHARES TR 2.2%
Value $4.045M Shares 197,091 Est. Cost $20.53 Unrealized
GPIX GOLDMAN SACHS ETF TR 2.0%
Value $3.732M Shares 70,672 Est. Cost $50.99 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 2.0%
Value $3.724M Shares 65,052 Est. Cost $57.24 Unrealized
IBDU ISHARES TR 2.0%
Value $3.675M Shares 156,998 Est. Cost $23.47 Unrealized
IBDW ISHARES TR 1.8%
Value $3.416M Shares 161,499 Est. Cost $21.15 Unrealized
AVGO BROADCOM INC 1.6%
Value $2.987M Shares 8,632 Est. Cost $271.45 Unrealized +31.5%
GOOG ALPHABET INC 1.4%
Value $2.643M Shares 8,422 Est. Cost $202.99 Unrealized +41.1%
GOOGL ALPHABET INC 1.3%
Value $2.431M Shares 7,768 Est. Cost $191.05 Unrealized +49.5%
VWOB VANGUARD WHITEHALL FDS 1.3%
Value $2.416M Shares 35,837 Est. Cost $64.59 Unrealized
MU MICRON TECHNOLOGY INC 1.2%
Value $2.157M Shares 7,558 Est. Cost $187.36 Unrealized +22.4%
JAAA JANUS DETROIT STR TR 1.1%
Value $2.139M Shares 42,292 Est. Cost $50.65 Unrealized
MBB ISHARES TR 1.1%
Value $1.97M Shares 20,686 Est. Cost $95.22 Unrealized
LLY ELI LILLY & CO 1.1%
Value $1.965M Shares 1,829 Est. Cost $723.79 Unrealized +32.0%
MA MASTERCARD INCORPORATED 0.9%
Value $1.747M Shares 3,060 Est. Cost $556.88 Unrealized +0.4%
TIP ISHARES TR 0.9%
Value $1.655M Shares 15,058 Est. Cost $109.56 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value $1.578M Shares 2,723 Est. Cost $451.82 Unrealized +25.1%
MPWR MONOLITHIC PWR SYS INC 0.8%
Value $1.569M Shares 1,731 Est. Cost $819.94 Unrealized +17.2%
PLTR PALANTIR TECHNOLOGIES INC 0.8%
Value $1.568M Shares 8,819 Est. Cost $171.39 Unrealized +5.6%
COST COSTCO WHSL CORP NEW 0.8%
Value $1.562M Shares 1,812 Est. Cost $767.73 Unrealized +18.0%
LIN LINDE PLC 0.8%
Value $1.482M Shares 3,475 Est. Cost $438.08 Unrealized -2.5%
ABT ABBOTT LABS 0.8%
Value $1.452M Shares 11,586 Est. Cost $128.34 Unrealized -0.8%
CAT CATERPILLAR INC 0.8%
Value $1.45M Shares 2,531 Est. Cost $510.85 Unrealized +8.7%
LRCX LAM RESEARCH CORP 0.8%
Value $1.423M Shares 8,315 Est. Cost $155.36 Unrealized 0.0%
V VISA INC 0.7%
Value $1.378M Shares 3,929 Est. Cost $337.42 Unrealized +0.9%
NFLX NETFLIX INC 0.7%
Value $1.368M Shares 14,588 Est. Cost $105.71 Unrealized +2.0%
AMD ADVANCED MICRO DEVICES INC 0.7%
Value $1.312M Shares 6,126 Est. Cost $224.60 Unrealized 0.0%
CRM SALESFORCE INC 0.7%
Value $1.306M Shares 4,929 Est. Cost $248.17 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.7%
Value $1.291M Shares 13,857 Est. Cost $84.05 Unrealized +3.1%
EYLD CAMBRIA ETF TR 0.7%
Value $1.279M Shares 33,381 Est. Cost $38.33 Unrealized
TSLA TESLA INC 0.7%
Value $1.259M Shares 2,799 Est. Cost $357.04 Unrealized +24.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value $1.246M Shares 3,775 Est. Cost $391.13 Unrealized -13.8%
CDX SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value $1.246M Shares 55,956 Est. Cost $23.11 Unrealized
GE GE AEROSPACE 0.7%
Value $1.229M Shares 3,990 Est. Cost $300.80 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 0.7%
Value $1.228M Shares 1,800 Est. Cost $541.95 Unrealized
EMLC VANECK ETF TRUST 0.7%
Value $1.214M Shares 47,015 Est. Cost $25.82 Unrealized
HARD SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value $1.212M Shares 40,897 Est. Cost $29.64 Unrealized
SRLN SSGA ACTIVE ETF TR 0.6%
Value $1.201M Shares 29,109 Est. Cost $41.27 Unrealized
RTX RTX CORPORATION 0.6%
Value $1.152M Shares 6,283 Est. Cost $173.32 Unrealized 0.0%
JPM JPMORGAN CHASE & CO. 0.6%
Value $1.147M Shares 3,559 Est. Cost $309.53 Unrealized 0.0%
ORCL ORACLE CORP 0.6%
Value $1.125M Shares 5,772 Est. Cost $238.05 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.5%
Value $988K Shares 1,744 Est. Cost $532.37 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value $958K Shares 1,906 Est. Cost $497.53 Unrealized 0.0%
PFF ISHARES TR 0.5%
Value $949K Shares 30,649 Est. Cost $30.96 Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value $948K Shares 22,212 Est. Cost $42.69 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value $933K Shares 5,065 Est. Cost $180.69 Unrealized +11.7%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value $907K Shares 3,089 Est. Cost $288.43 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.5%
Value $897K Shares 2,424 Est. Cost $356.97 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.5%
Value $894K Shares 4,320 Est. Cost $197.01 Unrealized 0.0%
WMT WALMART INC 0.5%
Value $890K Shares 7,988 Est. Cost $107.20 Unrealized 0.0%
HD HOME DEPOT INC 0.5%
Value $868K Shares 2,521 Est. Cost $364.59 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.5%
Value $863K Shares 5,381 Est. Cost $165.18 Unrealized -7.0%
GS GOLDMAN SACHS GROUP INC 0.4%
Value $836K Shares 952 Est. Cost $813.35 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.4%
Value $802K Shares 5,261 Est. Cost $151.40 Unrealized 0.0%
DHI D R HORTON INC 0.4%
Value $802K Shares 5,566 Est. Cost $147.93 Unrealized +2.8%
ABBV ABBVIE INC 0.4%
Value $785K Shares 3,434 Est. Cost $227.54 Unrealized 0.0%
MRK MERCK & CO INC 0.4%
Value $782K Shares 7,429 Est. Cost $93.24 Unrealized 0.0%
BAC BANK AMERICA CORP 0.4%
Value $776K Shares 14,109 Est. Cost $52.67 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.4%
Value $767K Shares 6,371 Est. Cost $115.49 Unrealized 0.0%
BUZZ VANECK ETF TRUST 0.4%
Value $751K Shares 23,102 Est. Cost $35.26 Unrealized
SPGI S&P GLOBAL INC 0.4%
Value $748K Shares 1,432 Est. Cost $495.54 Unrealized -0.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.4%
Value $727K Shares 5,125 Est. Cost $128.79 Unrealized +12.5%
VOO VANGUARD INDEX FDS 0.4%
Value $717K Shares 1,144 Est. Cost $532.23 Unrealized
CSCO CISCO SYS INC 0.4%
Value $705K Shares 9,158 Est. Cost $73.79 Unrealized 0.0%
MS MORGAN STANLEY 0.4%
Value $704K Shares 3,964 Est. Cost $166.47 Unrealized 0.0%
DIS DISNEY WALT CO 0.4%
Value $702K Shares 6,172 Est. Cost $109.53 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value $691K Shares 2,261 Est. Cost $305.09 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.4%
Value $675K Shares 13,284 Est. Cost $43.26 Unrealized +0.1%
TRMB TRIMBLE INC 0.3%
Value $647K Shares 8,252 Est. Cost $74.16 Unrealized +7.4%
ADI ANALOG DEVICES INC 0.3%
Value $625K Shares 2,305 Est. Cost $231.46 Unrealized +8.3%
GVA GRANITE CONSTR INC 0.3%
Value $623K Shares 5,397 Est. Cost $107.45 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.3%
Value $606K Shares 8,235 Est. Cost $76.95 Unrealized -4.3%
TYA SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value $596K Shares 44,140 Est. Cost $13.50 Unrealized
WMB WILLIAMS COS INC 0.3%
Value $592K Shares 9,856 Est. Cost $57.82 Unrealized +3.9%
C CITIGROUP INC 0.3%
Value $592K Shares 5,073 Est. Cost $74.73 Unrealized +38.7%
NDAQ NASDAQ INC 0.3%
Value $586K Shares 6,031 Est. Cost $89.74 Unrealized 0.0%
RELX RELX PLC 0.3%
Value $562K Shares 13,913 Est. Cost $43.63 Unrealized
DECK DECKERS OUTDOOR CORP 0.3%
Value $557K Shares 5,374 Est. Cost $106.41 Unrealized -11.9%
PG PROCTER AND GAMBLE CO 0.3%
Value $538K Shares 3,751 Est. Cost $147.17 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.3%
Value $520K Shares 1,473 Est. Cost $322.17 Unrealized +12.7%
PEP PEPSICO INC 0.3%
Value $519K Shares 3,614 Est. Cost $145.91 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value $517K Shares 7,389 Est. Cost $69.40 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.3%
Value $513K Shares 13,385 Est. Cost $38.68 Unrealized +1.7%
HUBB HUBBELL INC 0.3%
Value $511K Shares 1,150 Est. Cost $432.19 Unrealized +1.2%
CHTR CHARTER COMMUNICATIONS INC N 0.3%
Value $501K Shares 2,401 Est. Cost $309.85 Unrealized -27.4%
CTVA CORTEVA INC 0.3%
Value $501K Shares 7,469 Est. Cost $65.68 Unrealized -1.7%
EXEL EXELIXIS INC 0.3%
Value $499K Shares 11,376 Est. Cost $40.19 Unrealized +2.9%
FLEX FLEX LTD 0.3%
Value $498K Shares 8,249 Est. Cost $37.86 Unrealized +63.2%
MMSI MERIT MED SYS INC 0.3%
Value $498K Shares 5,650 Est. Cost $97.64 Unrealized -12.8%
UTHR UNITED THERAPEUTICS CORP DEL 0.3%
Value $495K Shares 1,016 Est. Cost $465.69 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value $494K Shares 3,048 Est. Cost $156.20 Unrealized 0.0%
DHR DANAHER CORPORATION 0.3%
Value $493K Shares 2,152 Est. Cost $219.54 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value $491K Shares 5,688 Est. Cost $78.95 Unrealized +6.6%
LOW LOWES COS INC 0.3%
Value $488K Shares 2,022 Est. Cost $239.83 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.3%
Value $487K Shares 4,157 Est. Cost $121.57 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC 0.3%
Value $486K Shares 21,482 Est. Cost $21.76 Unrealized 0.0%
PTC PTC INC 0.3%
Value $483K Shares 2,775 Est. Cost $185.83 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.3%
Value $482K Shares 1,432 Est. Cost $340.86 Unrealized 0.0%
RL RALPH LAUREN CORP 0.3%
Value $481K Shares 1,362 Est. Cost $296.30 Unrealized +14.8%
APO APOLLO GLOBAL MGMT INC 0.3%
Value $478K Shares 3,301 Est. Cost $144.47 Unrealized -8.2%
STM STMICROELECTRONICS N V 0.3%
Value $476K Shares 18,337 Est. Cost $25.94 Unrealized
CHWY CHEWY INC 0.3%
Value $474K Shares 14,348 Est. Cost $38.96 Unrealized -10.9%
REGN REGENERON PHARMACEUTICALS 0.3%
Value $472K Shares 612 Est. Cost $564.28 Unrealized +20.3%
LAD LITHIA MTRS INC 0.3%
Value $471K Shares 1,416 Est. Cost $317.53 Unrealized 0.0%
HON HONEYWELL INTL INC 0.2%
Value $463K Shares 2,373 Est. Cost $195.03 Unrealized 0.0%
NUE NUCOR CORP 0.2%
Value $462K Shares 2,830 Est. Cost $126.94 Unrealized +18.0%
COF CAPITAL ONE FINL CORP 0.2%
Value $461K Shares 1,901 Est. Cost $222.19 Unrealized 0.0%
PINS PINTEREST INC 0.2%
Value $459K Shares 17,728 Est. Cost $34.32 Unrealized -16.1%
THC TENET HEALTHCARE CORP 0.2%
Value $458K Shares 2,305 Est. Cost $131.69 Unrealized +53.5%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value $456K Shares 7,293 Est. Cost $50.87 Unrealized
APP APPLOVIN CORP 0.2%
Value $455K Shares 676 Est. Cost $301.88 Unrealized +108.7%
PHM PULTE GROUP INC 0.2%
Value $455K Shares 3,882 Est. Cost $101.83 Unrealized +20.2%
BG BUNGE GLOBAL SA 0.2%
Value $455K Shares 5,110 Est. Cost $81.15 Unrealized +13.2%
RKT ROCKET COS INC 0.2%
Value $451K Shares 23,286 Est. Cost $17.44 Unrealized +2.5%
ATI ATI INC 0.2%
Value $451K Shares 3,926 Est. Cost $97.45 Unrealized 0.0%
RGEN REPLIGEN CORP 0.2%
Value $450K Shares 2,747 Est. Cost $121.47 Unrealized +28.9%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.2%
Value $447K Shares 8,546 Est. Cost $46.76 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $447K Shares 1,508 Est. Cost $298.78 Unrealized 0.0%
PODD INSULET CORP 0.2%
Value $440K Shares 1,549 Est. Cost $269.72 Unrealized +15.9%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value $439K Shares 859 Est. Cost $540.81 Unrealized -2.6%
UBER UBER TECHNOLOGIES INC 0.2%
Value $436K Shares 5,340 Est. Cost $91.74 Unrealized -1.9%
GXO GXO LOGISTICS INCORPORATED 0.2%
Value $434K Shares 8,244 Est. Cost $46.23 Unrealized +13.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.2%
Value $431K Shares 13,813 Est. Cost $17.39 Unrealized
EXAS EXACT SCIENCES CORP 0.2%
Value $424K Shares 4,171 Est. Cost $80.31 Unrealized 0.0%
HIMS HIMS & HERS HEALTH INC 0.2%
Value $413K Shares 12,735 Est. Cost $51.24 Unrealized -16.4%
SNPS SYNOPSYS INC 0.2%
Value $411K Shares 875 Est. Cost $472.69 Unrealized -6.0%
CRS CARPENTER TECHNOLOGY CORP 0.2%
Value $411K Shares 1,304 Est. Cost $270.77 Unrealized +11.0%
MO ALTRIA GROUP INC 0.2%
Value $410K Shares 7,116 Est. Cost $61.42 Unrealized -3.3%
BK BANK NEW YORK MELLON CORP 0.2%
Value $404K Shares 3,478 Est. Cost $110.50 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.2%
Value $399K Shares 1,768 Est. Cost $187.05 Unrealized +16.3%
IBIT ISHARES BITCOIN TRUST ETF 0.2%
Value $396K Shares 7,978 Est. Cost $52.71 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $392K Shares 7,163 Est. Cost $53.92 Unrealized
SHY ISHARES TR 0.2%
Value $389K Shares 4,691 Est. Cost $82.87 Unrealized
SCHW SCHWAB CHARLES CORP 0.2%
Value $386K Shares 3,868 Est. Cost $94.74 Unrealized 0.0%
CRH CRH PLC 0.2%
Value $386K Shares 3,091 Est. Cost $95.68 Unrealized +24.5%
IWM ISHARES TR 0.2%
Value $379K Shares 1,542 Est. Cost $246.08 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value $379K Shares 975 Est. Cost $349.47 Unrealized +7.4%
LVS LAS VEGAS SANDS CORP 0.2%
Value $379K Shares 5,825 Est. Cost $61.19 Unrealized 0.0%
ELV ELEVANCE HEALTH INC FORMERLY 0.2%
Value $373K Shares 1,064 Est. Cost $411.33 Unrealized -18.1%
MTZ MASTEC INC 0.2%
Value $353K Shares 1,623 Est. Cost $183.12 Unrealized +14.6%
ETN EATON CORP PLC 0.2%
Value $342K Shares 1,075 Est. Cost $363.27 Unrealized -2.4%
VMC VULCAN MATLS CO 0.2%
Value $342K Shares 1,198 Est. Cost $260.18 Unrealized +12.7%
RRX REGAL REXNORD CORPORATION 0.2%
Value $340K Shares 2,425 Est. Cost $132.01 Unrealized +7.8%
DFAT DIMENSIONAL ETF TRUST 0.2%
Value $339K Shares 5,698 Est. Cost $52.33 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value $338K Shares 1,088 Est. Cost $285.32 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.2%
Value $337K Shares 2,178 Est. Cost $139.17 Unrealized
TTEK TETRA TECH INC NEW 0.2%
Value $335K Shares 9,985 Est. Cost $33.82 Unrealized 0.0%
RBC RBC BEARINGS INC 0.2%
Value $330K Shares 737 Est. Cost $423.49 Unrealized 0.0%
DFUV DIMENSIONAL ETF TRUST 0.2%
Value $327K Shares 7,011 Est. Cost $37.22 Unrealized
UAL UNITED AIRLS HLDGS INC 0.2%
Value $326K Shares 2,911 Est. Cost $101.05 Unrealized 0.0%
POWL POWELL INDS INC 0.2%
Value $321K Shares 1,008 Est. Cost $336.55 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value $310K Shares 5,773 Est. Cost $54.18 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.2%
Value $308K Shares 19,100 Est. Cost $16.10 Unrealized
COHR COHERENT CORP 0.2%
Value $305K Shares 1,652 Est. Cost $149.58 Unrealized 0.0%
HBM HUDBAY MINERALS INC 0.2%
Value $300K Shares 15,098 Est. Cost $16.91 Unrealized 0.0%
VTEB VANGUARD MUN BD FDS 0.2%
Value $297K Shares 5,899 Est. Cost $50.07 Unrealized
MTUM ISHARES TR 0.2%
Value $292K Shares 1,165 Est. Cost $236.98 Unrealized
LNG CHENIERE ENERGY INC 0.2%
Value $291K Shares 1,496 Est. Cost $234.04 Unrealized -10.3%
BKR BAKER HUGHES COMPANY 0.2%
Value $288K Shares 6,322 Est. Cost $43.83 Unrealized +8.0%
UTI UNIVERSAL TECHNICAL INST INC 0.2%
Value $287K Shares 10,989 Est. Cost $28.32 Unrealized 0.0%
NOVT NOVANTA INC 0.2%
Value $285K Shares 2,398 Est. Cost $113.88 Unrealized 0.0%
EVR EVERCORE INC 0.1%
Value $274K Shares 806 Est. Cost $289.70 Unrealized +10.8%
LPLA LPL FINL HLDGS INC 0.1%
Value $273K Shares 765 Est. Cost $353.69 Unrealized 0.0%
TBLL INVESCO EXCH TRADED FD TR II 0.1%
Value $269K Shares 2,544 Est. Cost $105.47 Unrealized
LSCC LATTICE SEMICONDUCTOR CORP 0.1%
Value $251K Shares 3,413 Est. Cost $73.36 Unrealized
NTRA NATERA INC 0.1%
Value $251K Shares 1,094 Est. Cost $159.68 Unrealized +30.6%
XLC SELECT SECTOR SPDR TR 0.1%
Value $246K Shares 2,090 Est. Cost $117.72 Unrealized
TRGP TARGA RES CORP 0.1%
Value $244K Shares 1,320 Est. Cost $168.08 Unrealized 0.0%
ALHC ALIGNMENT HEALTHCARE INC 0.1%
Value $239K Shares 12,080 Est. Cost $17.97 Unrealized 0.0%
PAVE GLOBAL X FDS 0.1%
Value $238K Shares 4,973 Est. Cost $47.79 Unrealized
STWD STARWOOD PPTY TR INC 0.1%
Value $237K Shares 13,132 Est. Cost $18.01 Unrealized
BTCI NEOS ETF TRUST 0.1%
Value $234K Shares 5,317 Est. Cost $59.56 Unrealized
ARQT ARCUTIS BIOTHERAPEUTICS INC 0.1%
Value $233K Shares 8,013 Est. Cost $25.60 Unrealized 0.0%
VUG VANGUARD INDEX FDS 0.1%
Value $232K Shares 475 Est. Cost $440.30 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value $226K Shares 1,479 Est. Cost $151.08 Unrealized
SO SOUTHERN CO 0.1%
Value $220K Shares 2,528 Est. Cost $81.63 Unrealized +11.3%
NUVL NUVALENT INC 0.1%
Value $216K Shares 2,148 Est. Cost $98.60 Unrealized 0.0%
IJR ISHARES TR 0.1%
Value $216K Shares 1,793 Est. Cost $118.93 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value $208K Shares 2,811 Est. Cost $51.83 Unrealized
XENE XENON PHARMACEUTICALS INC 0.1%
Value $208K Shares 4,641 Est. Cost $42.00 Unrealized 0.0%
IGV ISHARES TR 0.1%
Value $207K Shares 1,955 Est. Cost $105.69 Unrealized
SGOV ISHARES TR 0.1%
Value $205K Shares 2,040 Est. Cost $100.49 Unrealized