Lodestone Wealth Management LLC Diversified Active

CIK: 0001950158 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 24, 2025

Total Value ($000): $222,483 (100.0% shares, 0.0% debt)

Holdings (173)

AAPL APPLE INC COM 3.8%
Value ($000) $8,426 Shares 33,092 Est. Cost $141.66 Unrealized +59.2%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $7,320 Shares 14,132 Est. Cost $241.41 Unrealized +110.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 3.1%
Value ($000) $6,874 Shares 135,499 Est. Cost $50.28 Unrealized
CGCP CAPITAL GROUP CORE PLUS INCOME ETF 2.5%
Value ($000) $5,477 Shares 241,069 Est. Cost $22.71 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 2.3%
Value ($000) $5,190 Shares 123,476 Est. Cost $29.59 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.3%
Value ($000) $5,070 Shares 20,819 Est. Cost $96.11 Unrealized +118.4%
CGSD CAPITAL GROUP SHORT DURATION INCOME ETF 2.2%
Value ($000) $4,807 Shares 185,030 Est. Cost $25.67 Unrealized
JPM JPMORGAN CHASE & CO. COM 2.1%
Value ($000) $4,720 Shares 14,965 Est. Cost $118.70 Unrealized +149.3%
NVDA NVIDIA CORPORATION COM 2.1%
Value ($000) $4,614 Shares 24,731 Est. Cost $98.36 Unrealized +77.2%
VTV VANGUARD VALUE ETF 2.0%
Value ($000) $4,524 Shares 24,260 Est. Cost $140.34 Unrealized
COWZ PACER US CASH COWS 100 ETF 1.7%
Value ($000) $3,849 Shares 66,975 Est. Cost $50.53 Unrealized
AMGN AMGEN INC COM 1.7%
Value ($000) $3,844 Shares 13,620 Est. Cost $242.23 Unrealized +18.3%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 1.6%
Value ($000) $3,549 Shares 48,995 Est. Cost $52.33 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.6%
Value ($000) $3,510 Shares 58,582 Est. Cost $44.63 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 1.6%
Value ($000) $3,490 Shares 10,635 Est. Cost $191.19 Unrealized
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 1.6%
Value ($000) $3,463 Shares 116,912 Est. Cost $23.84 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.5%
Value ($000) $3,357 Shares 42,540 Est. Cost $76.82 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $3,204 Shares 6,373 Est. Cost $298.14 Unrealized +62.5%
AXP AMERICAN EXPRESS CO COM 1.4%
Value ($000) $3,144 Shares 9,465 Est. Cost $144.50 Unrealized +119.1%
SPG SIMON PPTY GROUP INC NEW COM 1.3%
Value ($000) $2,919 Shares 15,555 Est. Cost $122.62 Unrealized +37.9%
AMZN AMAZON COM INC COM 1.3%
Value ($000) $2,885 Shares 13,139 Est. Cost $131.22 Unrealized +72.5%
DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 1.2%
Value ($000) $2,634 Shares 83,530 Est. Cost $21.95 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 1.2%
Value ($000) $2,611 Shares 51,579 Est. Cost $47.83 Unrealized
META META PLATFORMS INC CL A 1.2%
Value ($000) $2,598 Shares 3,537 Est. Cost $587.69 Unrealized +26.5%
BAC BANK AMERICA CORP COM 1.2%
Value ($000) $2,574 Shares 49,893 Est. Cost $34.23 Unrealized +41.2%
MRK MERCK & CO INC COM 1.1%
Value ($000) $2,557 Shares 30,466 Est. Cost $94.47 Unrealized -14.2%
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 1.1%
Value ($000) $2,534 Shares 69,699 Est. Cost $25.07 Unrealized
DHI D R HORTON INC COM 1.1%
Value ($000) $2,532 Shares 14,941 Est. Cost $82.76 Unrealized +89.2%
CGUS CAPITAL GROUP CORE EQUITY ETF 1.1%
Value ($000) $2,456 Shares 62,107 Est. Cost $28.82 Unrealized
CSCO CISCO SYS INC COM 1.1%
Value ($000) $2,361 Shares 34,508 Est. Cost $41.98 Unrealized +60.5%
CGCB CAPITAL GROUP CORE BOND ETF 1.1%
Value ($000) $2,351 Shares 88,435 Est. Cost $26.12 Unrealized
CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 1.0%
Value ($000) $2,283 Shares 82,259 Est. Cost $27.25 Unrealized
MAC MACERICH CO COM 1.0%
Value ($000) $2,269 Shares 124,651 Est. Cost $11.66 Unrealized
BX BLACKSTONE INC COM 1.0%
Value ($000) $2,264 Shares 13,252 Est. Cost $79.81 Unrealized +112.3%
QCOM QUALCOMM INC COM 1.0%
Value ($000) $2,254 Shares 13,550 Est. Cost $110.02 Unrealized +42.9%
LEN LENNAR CORP CL A 1.0%
Value ($000) $2,171 Shares 17,227 Est. Cost $102.60 Unrealized +20.4%
DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 1.0%
Value ($000) $2,162 Shares 46,878 Est. Cost $33.29 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $2,146 Shares 8,828 Est. Cost $99.01 Unrealized +111.3%
NVR NVR INC COM 0.9%
Value ($000) $2,105 Shares 262 Est. Cost $4396.05 Unrealized +80.8%
V VISA INC COM CL A 0.9%
Value ($000) $2,016 Shares 5,904 Est. Cost $199.76 Unrealized +72.8%
CVE CENOVUS ENERGY INC COM 0.9%
Value ($000) $1,893 Shares 111,442 Est. Cost $15.57 Unrealized +0.3%
EBAY EBAY INC. COM 0.8%
Value ($000) $1,860 Shares 20,450 Est. Cost $39.50 Unrealized +122.7%
APA APA CORPORATION COM 0.8%
Value ($000) $1,848 Shares 76,101 Est. Cost $29.29 Unrealized -28.9%
OXY OCCIDENTAL PETE CORP COM 0.8%
Value ($000) $1,791 Shares 37,905 Est. Cost $62.90 Unrealized -28.9%
CVX CHEVRON CORP NEW COM 0.8%
Value ($000) $1,787 Shares 11,509 Est. Cost $147.62 Unrealized +3.2%
HD HOME DEPOT INC COM 0.8%
Value ($000) $1,747 Shares 4,311 Est. Cost $284.85 Unrealized +36.6%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.8%
Value ($000) $1,719 Shares 6,704 Est. Cost $161.88 Unrealized
XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 0.7%
Value ($000) $1,642 Shares 22,325 Est. Cost $48.78 Unrealized
DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF 0.7%
Value ($000) $1,622 Shares 50,573 Est. Cost $26.39 Unrealized
ORCL ORACLE CORP COM 0.7%
Value ($000) $1,576 Shares 5,602 Est. Cost $120.87 Unrealized +110.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.7%
Value ($000) $1,523 Shares 8,349 Est. Cost $25.61 Unrealized +532.9%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $1,518 Shares 1,640 Est. Cost $542.67 Unrealized +76.3%
VV VANGUARD LARGE-CAP ETF 0.7%
Value ($000) $1,480 Shares 4,808 Est. Cost $218.16 Unrealized
PCAR PACCAR INC COM 0.6%
Value ($000) $1,403 Shares 14,267 Est. Cost $59.39 Unrealized +63.2%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $1,269 Shares 13,414 Est. Cost $106.42 Unrealized -12.3%
GLD SPDR GOLD SHARES 0.5%
Value ($000) $1,188 Shares 3,342 Est. Cost $183.10 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.5%
Value ($000) $1,186 Shares 27,000 Est. Cost $28.64 Unrealized
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,127 Shares 6,079 Est. Cost $156.70 Unrealized +8.2%
OVV OVINTIV INC COM 0.5%
Value ($000) $1,127 Shares 27,913 Est. Cost $45.09 Unrealized -9.5%
CALF PACER US SMALL CAP CASH COWS ETF 0.5%
Value ($000) $1,124 Shares 25,676 Est. Cost $37.73 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.5%
Value ($000) $1,122 Shares 11,757 Est. Cost $73.93 Unrealized +27.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.5%
Value ($000) $1,094 Shares 3,917 Est. Cost $100.22 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $1,084 Shares 1,627 Est. Cost $612.13 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.5%
Value ($000) $1,033 Shares 7,219 Est. Cost $136.21 Unrealized +3.4%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.5%
Value ($000) $1,013 Shares 17,398 Est. Cost $53.44 Unrealized
TSLA TESLA INC COM 0.4%
Value ($000) $1,000 Shares 2,248 Est. Cost $206.75 Unrealized +67.8%
TGT TARGET CORP COM 0.4%
Value ($000) $935 Shares 10,423 Est. Cost $131.08 Unrealized -26.2%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $931 Shares 8,257 Est. Cost $97.10 Unrealized +13.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.4%
Value ($000) $909 Shares 12,229 Est. Cost $73.55 Unrealized
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.4%
Value ($000) $900 Shares 15,765 Est. Cost $48.64 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $827 Shares 2,395 Est. Cost $365.93 Unrealized -18.3%
CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF 0.4%
Value ($000) $820 Shares 23,992 Est. Cost $27.92 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $813 Shares 8,071 Est. Cost $99.83 Unrealized
DFSV DIMENSIONAL US SMALL CAP VALUE ETF 0.4%
Value ($000) $806 Shares 25,320 Est. Cost $28.32 Unrealized
UHAL/B U HAUL HOLDING COMPANY COM SER N 0.4%
Value ($000) $793 Shares 15,579 Est. Cost $63.51 Unrealized -16.1%
WAL WESTERN ALLIANCE BANCORP COM 0.3%
Value ($000) $754 Shares 8,698 Est. Cost $50.23 Unrealized +66.7%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $750 Shares 2,663 Est. Cost $134.43 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $732 Shares 2,408 Est. Cost $259.05 Unrealized +16.3%
WMT WALMART INC COM 0.3%
Value ($000) $672 Shares 6,520 Est. Cost $58.27 Unrealized +70.3%
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $661 Shares 18,851 Est. Cost $42.25 Unrealized -20.4%
ULTA ULTA BEAUTY INC COM 0.3%
Value ($000) $660 Shares 1,208 Est. Cost $387.42 Unrealized +32.3%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $649 Shares 1,060 Est. Cost $375.59 Unrealized
JSCP JPMORGAN SHORT DURATION CORE PLUS ETF 0.3%
Value ($000) $646 Shares 13,571 Est. Cost $45.78 Unrealized
BA BOEING CO COM 0.3%
Value ($000) $630 Shares 2,920 Est. Cost $176.71 Unrealized +27.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 0.3%
Value ($000) $622 Shares 4,360 Est. Cost $104.80 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.3%
Value ($000) $617 Shares 1,027 Est. Cost $302.88 Unrealized
MCK MCKESSON CORP COM 0.3%
Value ($000) $617 Shares 798 Est. Cost $370.58 Unrealized +89.7%
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $610 Shares 2,075 Est. Cost $219.50 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.3%
Value ($000) $609 Shares 8,982 Est. Cost $45.88 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.3%
Value ($000) $594 Shares 887 Est. Cost $392.70 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.3%
Value ($000) $575 Shares 1,232 Est. Cost $478.07 Unrealized +4.4%
MTB M & T BK CORP COM 0.3%
Value ($000) $573 Shares 2,899 Est. Cost $118.94 Unrealized +62.9%
LRCX LAM RESEARCH CORP COM NEW 0.2%
Value ($000) $555 Shares 4,144 Est. Cost $78.27 Unrealized +34.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $553 Shares 6,192 Est. Cost $86.62 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $552 Shares 10,253 Est. Cost $35.16 Unrealized
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $544 Shares 12,221 Est. Cost $25.54 Unrealized +68.5%
CGDG CAPITAL GROUP DIVIDEND GROWERS ETF 0.2%
Value ($000) $524 Shares 15,126 Est. Cost $31.22 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.2%
Value ($000) $524 Shares 10,586 Est. Cost $49.37 Unrealized
VBR VANGUARD SMALL CAP VALUE ETF 0.2%
Value ($000) $516 Shares 2,474 Est. Cost $161.14 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $515 Shares 4,978 Est. Cost $97.03 Unrealized
TM TOYOTA MOTOR CORP ADS 0.2%
Value ($000) $495 Shares 2,590 Est. Cost $140.94 Unrealized
VB VANGUARD SMALL-CAP ETF 0.2%
Value ($000) $494 Shares 1,941 Est. Cost $188.90 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $493 Shares 14,691 Est. Cost $26.90 Unrealized -9.9%
TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF 0.2%
Value ($000) $480 Shares 9,547 Est. Cost $48.93 Unrealized
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value ($000) $462 Shares 3,172 Est. Cost $100.84 Unrealized +27.7%
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $442 Shares 2,060 Est. Cost $135.30 Unrealized +50.9%
CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF 0.2%
Value ($000) $440 Shares 14,245 Est. Cost $27.31 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $436 Shares 6,571 Est. Cost $54.94 Unrealized +23.6%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.2%
Value ($000) $436 Shares 2,240 Est. Cost $113.69 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $433 Shares 447 Est. Cost $730.12 Unrealized
CGBL CAPITAL GROUP CORE BALANCED ETF 0.2%
Value ($000) $432 Shares 12,433 Est. Cost $29.95 Unrealized
CRWD CROWDSTRIKE HLDGS INC CL A 0.2%
Value ($000) $431 Shares 879 Est. Cost $454.77 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $420 Shares 738 Est. Cost $348.57 Unrealized +64.5%
AVGO BROADCOM INC COM 0.2%
Value ($000) $418 Shares 1,266 Est. Cost $238.20 Unrealized +28.4%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $415 Shares 3,627 Est. Cost $100.94 Unrealized +15.9%
BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $413 Shares 4,083 Est. Cost $101.22 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.2%
Value ($000) $411 Shares 4,893 Est. Cost $43.02 Unrealized +70.8%
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $391 Shares 1,331 Est. Cost $239.33 Unrealized
CROX CROCS INC COM 0.2%
Value ($000) $391 Shares 4,675 Est. Cost $91.29 Unrealized 0.0%
FDX FEDEX CORP COM 0.2%
Value ($000) $388 Shares 1,644 Est. Cost $271.73 Unrealized -16.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $382 Shares 7,054 Est. Cost $41.49 Unrealized
CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF 0.2%
Value ($000) $378 Shares 12,554 Est. Cost $27.45 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.2%
Value ($000) $369 Shares 1,948 Est. Cost $145.67 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.2%
Value ($000) $361 Shares 483 Est. Cost $329.29 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $360 Shares 4,128 Est. Cost $67.93 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.2%
Value ($000) $357 Shares 2,209 Est. Cost $153.60 Unrealized +5.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $352 Shares 1,633 Est. Cost $175.37 Unrealized
PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $352 Shares 13,113 Est. Cost $26.51 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.2%
Value ($000) $351 Shares 2,524 Est. Cost $135.86 Unrealized
SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF 0.2%
Value ($000) $346 Shares 13,870 Est. Cost $35.63 Unrealized
CGMU CAPITAL GROUP MUNICIPAL INCOME ETF 0.2%
Value ($000) $342 Shares 12,536 Est. Cost $27.09 Unrealized
JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF 0.2%
Value ($000) $336 Shares 5,695 Est. Cost $49.29 Unrealized
NVT NVENT ELECTRIC PLC SHS 0.1%
Value ($000) $328 Shares 3,321 Est. Cost $62.00 Unrealized +39.5%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $327 Shares 4,170 Est. Cost $75.09 Unrealized
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $321 Shares 3,500 Est. Cost $91.75 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $319 Shares 2,787 Est. Cost $82.72 Unrealized +29.5%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $313 Shares 3,750 Est. Cost $88.13 Unrealized 0.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $306 Shares 11,202 Est. Cost $38.59 Unrealized
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.1%
Value ($000) $299 Shares 6,255 Est. Cost $30.83 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.1%
Value ($000) $299 Shares 2,212 Est. Cost $124.72 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $295 Shares 2,104 Est. Cost $137.00 Unrealized
USAI PACER AMERICAN ENERGY INDEPENDENCE ETF 0.1%
Value ($000) $292 Shares 7,324 Est. Cost $40.65 Unrealized
ALL ALLSTATE CORP COM 0.1%
Value ($000) $289 Shares 1,346 Est. Cost $136.85 Unrealized +46.3%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $286 Shares 6,683 Est. Cost $30.19 Unrealized
MU MICRON TECHNOLOGY INC COM 0.1%
Value ($000) $283 Shares 1,693 Est. Cost $94.31 Unrealized +35.5%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $281 Shares 368 Est. Cost $474.84 Unrealized +56.3%
T AT&T INC COM 0.1%
Value ($000) $280 Shares 9,920 Est. Cost $15.34 Unrealized +83.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.1%
Value ($000) $276 Shares 1,118 Est. Cost $271.86 Unrealized -4.1%
MKL MARKEL GROUP INC COM 0.1%
Value ($000) $271 Shares 142 Est. Cost $1334.72 Unrealized +46.9%
MELI MERCADOLIBRE INC COM 0.1%
Value ($000) $271 Shares 116 Est. Cost $2346.59 Unrealized +2.3%
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $264 Shares 1,513 Est. Cost $136.76 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.1%
Value ($000) $259 Shares 6,705 Est. Cost $31.62 Unrealized
ALAB ASTERA LABS INC COM 0.1%
Value ($000) $256 Shares 1,309 Est. Cost $164.44 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.1%
Value ($000) $256 Shares 1,668 Est. Cost $146.39 Unrealized +5.8%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $256 Shares 2,398 Est. Cost $106.34 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $250 Shares 2,012 Est. Cost $112.73 Unrealized +12.5%
VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF 0.1%
Value ($000) $250 Shares 2,450 Est. Cost $100.93 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $248 Shares 4,950 Est. Cost $49.03 Unrealized
DPZ DOMINOS PIZZA INC COM 0.1%
Value ($000) $246 Shares 571 Est. Cost $339.30 Unrealized +32.9%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.1%
Value ($000) $238 Shares 5,207 Est. Cost $42.36 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $233 Shares 2,376 Est. Cost $82.99 Unrealized +12.7%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value ($000) $230 Shares 4,610 Est. Cost $48.06 Unrealized
AFL AFLAC INC COM 0.1%
Value ($000) $230 Shares 2,059 Est. Cost $98.97 Unrealized +5.3%
CEG CONSTELLATION ENERGY CORP COM 0.1%
Value ($000) $230 Shares 698 Est. Cost $266.93 Unrealized +20.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.1%
Value ($000) $227 Shares 1,022 Est. Cost $197.31 Unrealized
SNOW SNOWFLAKE INC COM SHS 0.1%
Value ($000) $222 Shares 983 Est. Cost $183.42 Unrealized +17.1%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $215 Shares 1,326 Est. Cost $167.25 Unrealized -1.2%
SRE SEMPRA COM 0.1%
Value ($000) $214 Shares 2,380 Est. Cost $79.82 Unrealized 0.0%
RBRK RUBRIK INC. CL A 0.1%
Value ($000) $212 Shares 2,582 Est. Cost $85.96 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.1%
Value ($000) $209 Shares 2,848 Est. Cost $64.05 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $209 Shares 2,287 Est. Cost $81.63 Unrealized
ITB ISHARES U.S. HOME CONSTRUCTION ETF 0.1%
Value ($000) $207 Shares 1,927 Est. Cost $107.24 Unrealized
NVTS NAVITAS SEMICONDUCTOR CORP COM 0.0%
Value ($000) $101 Shares 14,052 Est. Cost $6.69 Unrealized 0.0%