13F

Investor

Betterment LLC

CIK 0001633901 · filed 2026-02-12 · SEC filing

13F book

$52.5M

Positions

551

Largest name

16.5%

Vanguard Tax-Managed Fds

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Vanguard Tax-Managed Fds138.6M$8.66M16.5%Held
Vanguard Index Fds25.2M$8.44M16.1%Held
Spdr Series Trust83.6M$6.71M12.8%Held
Vanguard Intl Equity Index F53.7M$2.89M5.5%Held
Ishares Tr26.3M$2.62M5.0%Held
Ishares Tr19M$2.03M3.9%Held
Ishares Tr10.7M$1.59M3.0%Held
Spdr Series Trust21.2M$1.22M2.3%Held
Vanguard Index Fds4.97M$950K1.8%Held
Vanguard Charlotte Fds19.6M$945.1K1.8%Held
Spdr Series Trust18.8M$879K1.7%Held
Ishares Tr9.61M$859.6K1.6%Held
Goldman Sachs Etf Tr6.01M$795K1.5%Held
Vanguard Index Fds3.92M$696.1K1.3%Held
J P Morgan Exchange Traded F13.2M$666.8K1.3%Held
Vanguard Index Fds3.02M$639.5K1.2%Held
Goldman Sachs Etf Tr5.86M$585.9K1.1%Held
Ishares Tr3.92M$584.7K1.1%Held
Ishares Tr5.95M$573.3K1.1%Held
Spdr Series Trust12.1M$553.4K1.1%Held
Schwab Strategic Tr21.9M$525.5K1.0%Held
Schwab Strategic Tr18.1M$488.4K0.9%Held
Ishares Tr4.37M$447.6K0.9%Held
Schwab Strategic Tr16.2M$423.8K0.8%Held
Ishares Inc5.91M$397.4K0.8%Held
Ishares Tr3.95M$375.3K0.7%Held
Vanguard Mun Bd Fds6.71M$337.3K0.6%Held
Spdr Index Shs Fds7.41M$329.3K0.6%Held
Vanguard Whitehall Fds4.66M$314.2K0.6%Held
Ishares Tr1.3M$300.6K0.6%Held
Ishares Tr1.55M$218.7K0.4%Held
Vanguard Index Fds312.5K$196K0.4%Held
Vanguard Growth Etf314.9K$153.6K0.3%Held
Ishares Inc3.25M$143.7K0.3%Held
Goldman Sachs Etf Tr3.1M$132.9K0.3%Held
Spdr Series Trust2.33M$132.4K0.3%Held
Dimensional Etf Trust3.27M$129.5K0.2%Held
Vanguard Bd Index Fds1.72M$127.3K0.2%Held
Tcw Etf Trust1.57M$126.2K0.2%Held
Ishares Tr695.9K$126.1K0.2%Held
Schwab Strategic Tr4.12M$121.9K0.2%Held
Spdr Series Trust1.94M$109K0.2%Held
Ishares Tr141.8K$97.1K0.2%Held
Ishares Tr1.82M$91K0.2%Held
Goldman Sachs Etf Tr2.18M$90.5K0.2%Held
Goldman Sachs Etf Tr1.97M$90K0.2%Held
Spdr Series Trust1.5M$89.3K0.2%Held
Spdr Index Shs Fds1.77M$82.7K0.2%Held
Ishares Tr1.78M$82K0.2%Held
J P Morgan Exchange Traded F1.6M$80.4K0.2%Held
Ishares Tr1.65M$78.9K0.1%Held
Ishares Tr369.7K$78.4K0.1%Held
Ishares Tr706.1K$77.8K0.1%Held
Vanguard Malvern Fds1.56M$76.9K0.1%Held
Vanguard Index Fds257.6K$74.8K0.1%Held
Spdr Index Shs Fds1.44M$72.5K0.1%Held
Ishares Tr1.8M$67.1K0.1%Held
Ishares Invest Grd Sys1.44M$65.6K0.1%Held
Vanguard World Fd533.7K$64.6K0.1%Held
Ishares Tr1.35M$64.5K0.1%Held
Goldman Sachs Etf Tr792.4K$59.9K0.1%Held
Ishares Bitcoin Trust EtfIBIT1.19M$59.3K0.1%Held
Vanguard Index Fds229.2K$59.1K0.1%Held
Ab Active Etfs Inc540.8K$56.5K0.1%Held
Dimensional Etf Trust1.56M$53.9K0.1%Held
Dimensional Etf Trust1.18M$50.2K0.1%Held
Goldman Sachs Etf Tr1.07M$49.8K0.1%Held
Vanguard Bd Index Fds614.4K$48.4K0.1%Held
Schwab Strategic Tr1.7M$48.3K0.1%Held
Ishares Tr368.4K$47.5K0.1%Held
Invesco Exch Traded Fd Tr Ii174.1K$44K0.1%Held
Goldman Sachs Etf Tr831.8K$42.6K0.1%Held
Goldman Sachs Etf Tr1.02M$42.5K0.1%Held
Invesco Qqq Tr69.1K$42.5K0.1%Held
Ishares Tr287.7K$40.1K0.1%Held
Ishares Tr1.6M$37.5K0.1%Held
Goldman Sachs Etf Tr756.9K$37.2K0.1%Held
Ishares Tr827.7K$35.5K0.1%Held
Vanguard Specialized Funds159.9K$35.1K0.1%Held
Vanguard Index Fds107.9K$34K0.1%Held
Dimensional Etf Trust811.7K$30.9K0.1%Held
Blackrock Etf Trust Ii561.5K$29.6K0.1%Held
Goldman Sachs Etf Tr638.6K$29.5K0.1%Held
Dimensional Etf Trust889.8K$29.4K0.1%Held
Vanguard Star Fds382.8K$28.9K0.1%Held
Dimensional Etf Trust604.7K$28.3K0.1%Held
Spdr Index Shs Fds603.3K$25.7K0.0%Held
Goldman Sachs Etf Tr601.4K$25.5K0.0%Held
Dimensional Etf Trust740.7K$25.3K0.0%Held
Dimensional Etf Trust342.4K$25.2K0.0%Held
Vanguard Scottsdale Fds361.4K$24.8K0.0%Held
Goldman Sachs Etf Tr252.3K$24.4K0.0%Held
Vanguard Index Fds86.4K$24.1K0.0%Held
Vanguard Bd Index Fds304.2K$23.7K0.0%Held
Ishares Tr199.4K$21.3K0.0%Held
Dimensional Etf Trust357.3K$21.3K0.0%Held
Ishares Ethereum Tr892K$20K0.0%Held
Ishares Tr391.1K$19.7K0.0%Held
Rbb Fd Inc745.5K$19.1K0.0%Held
Vanguard Scottsdale Fds336.4K$18.8K0.0%Held
Ishares Tr346.1K$17.9K0.0%Held
American Centy Etf Tr175.4K$17.9K0.0%Held
Ishares Tr158.7K$17.5K0.0%Held
Ishares Aaa Clo Active324.2K$16.8K0.0%Held
Ishares Aaa A Rated Cor344.4K$16.6K0.0%Held
Ishares Tr344.8K$16.3K0.0%Held
Schwab Strategic Tr769.2K$16.1K0.0%Held
Spdr Series Trust325.2K$15.6K0.0%Held
Ishares 0-3 Month153.1K$15.4K0.0%Held
Vanguard Scottsdale Fds312.9K$14.7K0.0%Held
Ishares Tr277.3K$14.7K0.0%Held
Ishares Tr151.8K$14.6K0.0%Held
Ishares Tr205.2K$14.6K0.0%Held
Vanguard Bd Index Fds209K$14.5K0.0%Held
Dimensional Etf Trust435K$14.3K0.0%Held
Dimensional Etf Trust189.5K$14.1K0.0%Held
Graniteshares Etf Tr660.6K$13.9K0.0%Held
Ishrs 10 Yr Invest Grade275.6K$13.9K0.0%Held
Dimensional Etf Trust361.7K$13.7K0.0%Held
Ishares Tr231.3K$13.3K0.0%Held
Spdr S&P 500 Etf Tr19.4K$13.2K0.0%Held
Vanguard Admiral Fds Inc29.1K$12.9K0.0%Held
Vanguard Intl Equity Index F266.9K$12.2K0.0%Held
Dimensional Etf Trust372K$12.2K0.0%Held
Cambria Etf Tr361.9K$12.1K0.0%Held
Dbx Etf Tr326.1K$12K0.0%Held
Vanguard Whitehall Fds121.3K$11.1K0.0%Held
Dimensional Etf Trust253.1K$11K0.0%Held
Dimensional Etf Trust321.9K$10.5K0.0%Held
Dimensional Etf Trust218.5K$10.5K0.0%Held
Vanguard Admiral Fds Inc47K$9.63K0.0%Held
Ishares Tr108.9K$9.49K0.0%Held
Dimensional Etf Trust164K$8.89K0.0%Held
Apple Inc.AAPL32.6K$8.85K0.0%Held
Capital Grp Fixed Incm Etf T315.7K$8.72K0.0%Held
American Centy Etf Tr91.6K$8.61K0.0%Held
Ishares Tr156.2K$8.36K0.0%Held
Ishares Tr99.3K$8.22K0.0%Held
Dimensional Etf Trust354.4K$8.12K0.0%Held
Dimensional Etf Trust211.4K$8.04K0.0%Held
Ishares Tr171.8K$7.99K0.0%Held
Ishares Tr147.1K$7.92K0.0%Held
Schwab Strategic Tr242.5K$7.91K0.0%Held
American Centy Etf Tr70.2K$7.84K0.0%Held
Dimensional Etf Trust141.9K$7.67K0.0%Held
Dimensional Etf Trust224.8K$7.58K0.0%Held
Wisdomtree Tr187.6K$7.32K0.0%Held
Vanguard Intl Equity Index F51.6K$7.28K0.0%Held
Vanguard Index Fds81K$7.17K0.0%Held
Ishares Tr138.8K$7.06K0.0%Held
Ishares Tr99.4K$6.93K0.0%Held
Ishares U S Etf Tr133.7K$6.73K0.0%Held
Ishares Tr21.9K$6.05K0.0%Held
Vanguard Index Fds19.4K$5.86K0.0%Held
Ishares Inc72.1K$5.82K0.0%Held
Goldman Sachs Etf Tr108.1K$5.45K0.0%Held
Ishares Tr57.1K$5.43K0.0%Held
Ishares Tr41.3K$5.43K0.0%Held
Fidelity Merrimack Str Tr116.7K$5.37K0.0%Held
J P Morgan Exchange Traded F107.6K$5.1K0.0%Held
Spdr Gold Tr12.7K$5.01K0.0%Held
Spdr Series Trust37.9K$5.01K0.0%Held
Vaneck Etf Trust48K$4.97K0.0%Held
Vanguard Scottsdale Fds83.8K$4.92K0.0%Held
Dimensional Etf Trust93.2K$4.9K0.0%Held
Ishares Tr40.8K$4.9K0.0%Held
Dimensional Etf Trust97.5K$4.87K0.0%Held
Dimensional Etf Trust113.6K$4.87K0.0%Held
Dimensnl Ultrashrt Fixed93K$4.71K0.0%Held
Janus Detroit Str Tr94K$4.62K0.0%Held
Capital Group Dividend Value105.8K$4.62K0.0%Held
Spdr Series Trust43.1K$4.6K0.0%Held
Schwab Strategic Tr153.3K$4.21K0.0%Held
Invesco Exch Traded Fd Tr Ii34.9K$4.16K0.0%Held
Vanguard Wellington Fd20.8K$3.98K0.0%Held
Vanguard Scottsdale Fds49.3K$3.93K0.0%Held
Microsoft CorpMSFT8.12K$3.93K0.0%Held
Vanguard Whitehall Fds27K$3.88K0.0%Held
Ishares Tr57K$3.76K0.0%Held
Bitwise Bitcoin Etf Tr78.9K$3.75K0.0%Held
Dimensional Etf Trust140.9K$3.72K0.0%Held
Vanguard Scottsdale Fds60.7K$3.64K0.0%Held
Nvidia CorpNVDA19.4K$3.63K0.0%Held
First Tr Exchange Traded Fd52.1K$3.62K0.0%Held
Schwab Strategic Tr105.4K$3.45K0.0%Held
Alphabet Inc11K$3.44K0.0%Held
Vanguard Admiral Fds Inc30.9K$3.43K0.0%Held
Wisdomtree Tr48.2K$3.42K0.0%Held
Vaneck Etf Trust114.3K$3.36K0.0%Held
Spdr Series Trust126K$3.34K0.0%Held
Pacer Fds Tr53.6K$3.23K0.0%Held
Spdr Series Trust38.6K$3.19K0.0%Held
First Tr Exchng Traded Fd Vi71.6K$3.17K0.0%Held
Schwab Strategic Tr104.7K$3.15K0.0%Held
Ishares Tr65K$3.12K0.0%Held
Blackrock Etf Trust50.1K$3.05K0.0%Held
Dimensional Etf Trust92K$3.03K0.0%Held
Vanguard World Fd4K$3.01K0.0%Held
Capital Group Dividend Growe83.7K$2.98K0.0%Held
Vaneck Etf Trust120.1K$2.92K0.0%Held
Ishares Tr14.6K$2.89K0.0%Held
Dimensional Etf Trust55.2K$2.86K0.0%Held
Vanguard Bd Index Fds57.3K$2.86K0.0%Held
Amazon Com IncAMZN12.3K$2.84K0.0%Held
Ea Series Trust62.2K$2.74K0.0%Held
Vanguard Index Fds13K$2.73K0.0%Held
Ishares Tr5.72K$2.71K0.0%Held
Tidal Trust Ii161.8K$2.65K0.0%Held
Bitwise Ethereum EtfETHW124.4K$2.65K0.0%Held
Rbb Fd Inc66.6K$2.56K0.0%Held
Vanguard Scottsdale Fds30.4K$2.54K0.0%Held
Ishares Tr60.3K$2.51K0.0%Held
American Centy Etf Tr28.9K$2.48K0.0%Held
Capital Grp Fixed Incm Etf T94K$2.48K0.0%Held
Cambria Etf Tr71.6K$2.45K0.0%Held
Vanguard Intl Equity Index F33K$2.43K0.0%Held
Cambria Etf Tr77.1K$2.42K0.0%Held
Rbb Fd Inc47.4K$2.36K0.0%Held
Goldman Sachs Etf Tr46.7K$2.35K0.0%Held
Ishares Tr27.4K$2.32K0.0%Held
Alphabet Inc7.34K$2.3K0.0%Held
Ishares U S Etf Tr44.7K$2.28K0.0%Held
Ishares Tr19.1K$2.28K0.0%Held
Fidelity Covington Trust58.8K$2.25K0.0%Held
First Tr Exchange-Traded Fd48.7K$2.2K0.0%Held
Ishares Tr27.1K$2.16K0.0%Held
American Centy Etf Tr27.9K$2.15K0.0%Held
Ishares Tr19.2K$2.11K0.0%Held
Ishares Interst Rate Hdg22.5K$2.1K0.0%Held
Ishares Tr47.2K$2.07K0.0%Held
Spdr Index Shs Fds22.8K$2.06K0.0%Held
Ishares Tr44.9K$2.04K0.0%Held
Ishares Tr39.9K$1.95K0.0%Held
Calamos Etf Tr87.8K$1.92K0.0%Held
Schwab Strategic Tr42.1K$1.9K0.0%Held
Schwab Strategic Tr75.5K$1.89K0.0%Held
Dimensional Etf Trust58.2K$1.88K0.0%Held
J P Morgan Exchange Traded F32.2K$1.84K0.0%Held
Ishares Tr14.8K$1.82K0.0%Held
First Tr Exchange-Traded Fd47.6K$1.82K0.0%Held
Ishares Gold Tr22.4K$1.82K0.0%Held
American Centy Etf Tr22K$1.81K0.0%Held
Dimensional Etf Trust56.5K$1.79K0.0%Held
Pgim Etf Tr35.9K$1.78K0.0%Held
Rbb Fd Inc64.2K$1.76K0.0%Held
Ishares Tr6.95K$1.74K0.0%Held
Ishares Tr24.9K$1.73K0.0%Held
Vaneck Etf Trust33K$1.69K0.0%Held
Wisdomtree Tr38.2K$1.69K0.0%Held
Ishares Inc26K$1.67K0.0%Held
Tesla, Inc.TSLA3.7K$1.67K0.0%Held
Spdr Series Trust17.8K$1.63K0.0%Held
John Hancock Exchange Traded24.7K$1.62K0.0%Held
Invesco Exch Traded Fd Tr Ii28.7K$1.59K0.0%Held
Ishares Tr11.5K$1.58K0.0%Held
Morgan Stanley Etf Trust30.9K$1.57K0.0%Held
Schwab Strategic Tr42.8K$1.54K0.0%Held
Ishares Tr17.9K$1.54K0.0%Held
Costco Whsl Corp New1.78K$1.54K0.0%Held
First Tr Exchange-Traded Fd40.5K$1.53K0.0%Held
Vanguard World Fd21.3K$1.52K0.0%Held
Invesco Exch Traded Fd Tr Ii70.3K$1.52K0.0%Held
Ishares Tr18.5K$1.49K0.0%Held
Ishares Tr3.96K$1.48K0.0%Held
Ishares Tr13.7K$1.48K0.0%Held
Cambria Fixed Income58.4K$1.47K0.0%Held
Ishares Tr5.96K$1.47K0.0%Held
Tidal Trust I72.4K$1.45K0.0%Held
Schwab Strategic Tr44.7K$1.41K0.0%Held
Spdr Series Trust14.5K$1.41K0.0%Held
Vanguard World Fd3.41K$1.41K0.0%Held
First Tr Exchange-Traded Fd39.3K$1.39K0.0%Held
Dimensional World Equity17.8K$1.32K0.0%Held
Ishares Tr18.1K$1.29K0.0%Held
Dimensional Etf Trust26.6K$1.28K0.0%Held
Fidelity Wise Origin Bitcoin16.7K$1.27K0.0%Held
Invesco Actively Managed Exc50.3K$1.26K0.0%Held
Vaneck Etf Trust48.7K$1.26K0.0%Held
Etf Ser Solutions28.6K$1.25K0.0%Held
Wisdomtree Tr15.4K$1.25K0.0%Held
Ishares Silver Tr19.4K$1.25K0.0%Held
Dimensional Etf Trust29.9K$1.24K0.0%Held
Select Sector Spdr Tr7.95K$1.23K0.0%Held
Etfs Gold Tr29.5K$1.21K0.0%Held
Ishares Tr24.2K$1.2K0.0%Held
Schwab Us Tips Etf45.2K$1.2K0.0%Held
Manager Directed Portfolios113.7K$1.18K0.0%Held
Oracle Corp6.05K$1.18K0.0%Held
Invesco Exchange Traded Fd T16.4K$1.18K0.0%Held
Ishares Tr13.4K$1.11K0.0%Held
American Centy Etf Tr14.5K$1.1K0.0%Held
Goldman Sachs Etf Tr24.1K$1.09K0.0%Held
Spdr Dow Jones Indl Average2.25K$1.08K0.0%Held
Ishares Inc14.8K$1.07K0.0%Held
Berkshire Hathaway Inc Del2.08K$1.05K0.0%Held
Ishares Tr10.6K$1.02K0.0%Held
Ishares Tr10.9K$1.01K0.0%Held
Spdr Series Trust40.1K$1K0.0%Held
Janus Detroit Str Tr19.7K$9980.0%Held
Ark Etf Tr6.7K$9890.0%Held
Fidelity Covington Trust26.7K$9750.0%Held
Vanguard Whitehall Fds10.7K$9630.0%Held
Vanguard Admiral Fds Inc9.76K$9540.0%Held
Vanguard Admiral Fds Inc8.48K$9480.0%Held
Nushares Etf Tr21.1K$9430.0%Held
Cambria Etf Tr29K$9410.0%Held
J P Morgan Exchange Traded F16.2K$9390.0%Held
Ishares Tr5.56K$9330.0%Held
Schwab Strategic Tr34.2K$9310.0%Held
Rbb Fd Inc31.6K$9210.0%Held
Cambria Etf Tr23.9K$9160.0%Held
Select Sector Spdr Tr22.7K$9150.0%Held
Walmart Inc.WMT8.2K$9140.0%Held
Cambria Etf Tr36.3K$9130.0%Held
Dbx Etf Tr14.1K$8980.0%Held
Dbx Etf Tr18.1K$8730.0%Held
Ssga Active Etf Tr21K$8680.0%Held
Rocket Lab CorpRKLB12.3K$8580.0%Held
Vaneck Etf Trust33.6K$8560.0%Held
Meta Platforms, Inc.META1.28K$8430.0%Held
Dimensional Etf Trust12K$8370.0%Held
Wisdomtree Tr14.5K$8310.0%Held
Spdr Series Trust9.05K$8240.0%Held
Ishares Tr10.6K$8200.0%Held
Vanguard Wellington Fd8.05K$8180.0%Held
Vanguard World Fd6.43K$8090.0%Held
Broadcom Inc.AVGO2.32K$8030.0%Held
Spdr Series Trust27.2K$7970.0%Held
Vanguard Admiral Fds Inc6.61K$7940.0%Held
Pimco Etf Tr8.45K$7870.0%Held
Spdr Series Trust24.8K$7850.0%Held
Spdr Index Shs Fds10.2K$7810.0%Held
World Gold Tr9.13K$7800.0%Held
Capital Grp Fixed Incm Etf T28.3K$7750.0%Held
Ishares Tr2.4K$7740.0%Held
Select Sector Spdr Tr18.1K$7720.0%Held
First Tr Exchange-Traded Fd17.4K$7710.0%Held
Vanguard Scottsdale Fds2.46K$7590.0%Held
Spdr Index Shs Fds21.1K$7580.0%Held
Etf Ser Solutions26.5K$7560.0%Held
Dimensional Etf Trust16.1K$7500.0%Held
American Centy Etf Tr17.9K$7490.0%Held
Ishares Inc11.7K$7480.0%Held
Jpmorgan Chase & Co.2.32K$7480.0%Held
Vanguard Scottsdale Fds6.13K$7460.0%Held
Abrdn Silver Etf TrustSIVR10.8K$7290.0%Held
Wisdomtree Tr14.1K$7280.0%Held
Select Sector Spdr Tr13.1K$7190.0%Held
Select Sector Spdr Tr15.9K$7110.0%Held
Proshares Tr9.99K$7030.0%Held
Ishares Tr30.4K$7000.0%Held
Cambria Etf Tr28.5K$6970.0%Held
Cambria Etf Tr9.84K$6840.0%Held
Texas Instrs Inc3.9K$6770.0%Held
Innovator Etfs Trust20.2K$6760.0%Held
Ishares Tr8.89K$6680.0%Held
First Tr Exchng Traded Fd Vi26.4K$6650.0%Held
Vanguard World Fd10.3K$6550.0%Held
Vanguard Intl Equity Index F4.53K$6500.0%Held
Ishares Tr3.04K$6400.0%Held
Franklin Templeton Etf Tr16.5K$6400.0%Held
Ishares Tr11.6K$6370.0%Held
Tidal Trust Iii12.8K$6320.0%Held
Spdr Series Trust20.9K$6310.0%Held
First Tr Exchng Traded Fd Vi19K$6250.0%Held
J P Morgan Exchange Traded F9.71K$6130.0%Held
Invesco Exchange Traded Fd T3.19K$6120.0%Held
Ishares Tr5.35K$6100.0%Held
Spdr Series Trust20.9K$6020.0%Held
Cambria Etf Tr22.2K$5940.0%Held
Ishares Tr6.1K$5870.0%Held
Tidal Trust Ii22.9K$5840.0%Held
Bny Mellon Etf Trust4.45K$5820.0%Held
Ssga Active Etf Tr18.3K$5770.0%Held
Invesco Exchange Traded Fd T7.59K$5700.0%Held
Simplify Exchange Traded Fun20.7K$5650.0%Held
Timothy Plan16.3K$5650.0%Held
Cambria Etf Tr20.3K$5650.0%Held
J P Morgan Exchange Traded F12.1K$5600.0%Held
Invesco Exchange Traded Fd T8.24K$5530.0%Held
Mastercard IncMA967$5520.0%Held
Home Depot, Inc.HD1.6K$5510.0%Held
Spdr Series Trust21.3K$5490.0%Held
Invesco Exch Traded Fd Tr Ii17.5K$5450.0%Held
Schwab Strategic Tr21.7K$5410.0%Held
Netflix IncNFLX5.75K$5390.0%Held
New York Life Investments Et16.1K$5390.0%Held
Goldman Sachs Group Inc612$5380.0%Held
Select Sector Spdr Tr3.71K$5340.0%Held
Vaneck Etf Trust1.48K$5330.0%Held
Fidelity Covington Trust14.6K$5320.0%Held
Vanguard World Fd2.1K$5280.0%Held
Invesco Actively Managed Exc11K$5230.0%Held
Fidelity Covington Trust9.21K$5220.0%Held
Vanguard Scottsdale Fds5.24K$5220.0%Held
Spdr Series Trust5.25K$5210.0%Held
Invesco Exchange Traded Fd T4.4K$5200.0%Held
Dbx Etf Tr15.8K$5200.0%Held
Intuit Inc.INTU784$5190.0%Held
Procter And Gamble CoPG3.61K$5180.0%Held
Autozone IncAZO152$5160.0%Held
Dbx Etf Tr22.2K$5150.0%Held
First Tr Exchange-Traded Fd2.24K$5150.0%Held
Select Sector Spdr Tr6.47K$5020.0%Held
Ishares Tr7.22K$5010.0%Held
Ishares Tr4.91K$5000.0%Held
Wisdomtree Tr8.76K$4990.0%Held
First Tr Exchange Traded Fd6.92K$4940.0%Held
American Centy Etf Tr8.46K$4930.0%Held
Palantir Technologies Inc.PLTR2.76K$4910.0%Held
Bitwise Funds Trust24.2K$4820.0%Held
Timothy Plan11.6K$4790.0%Held
Ishares Tr3.39K$4790.0%Held
Global X Fds9.38K$4770.0%Held
Ishares Tr8.96K$4720.0%Held
Fidelity Covington Trust7.06K$4710.0%Held
First Tr Exchange Traded Fd4.79K$4700.0%Held
Ishares Tr4.84K$4690.0%Held
Capital Grp Fixed Incm Etf T18.4K$4680.0%Held
Ishares Tr1.2K$4640.0%Held
Invesco Exch Traded Fd Tr Ii15.5K$4620.0%Held
Vanguard Scottsdale Fds5.92K$4600.0%Held
Capital Group Growth Etf10.3K$4590.0%Held
Eli Lilly & CoLLY425$4570.0%Held
Neos Etf Trust8.45K$4550.0%Held
Dbx Etf Tr12.8K$4510.0%Held
Strategy Shs16.8K$4510.0%Held
Tjx Cos Inc New2.94K$4510.0%Held
Ishares Tr18K$4500.0%Held
Ishares Tr6.11K$4470.0%Held
Tidal Trust Ii24.7K$4430.0%Held
Spdr S&P Midcap 400 Etf Tr732$4420.0%Held
Spdr Index Shs Fds10.8K$4410.0%Held
Advanced Micro Devices IncAMD2.06K$4400.0%Held
Nushares Etf Tr11.2K$4370.0%Held
First Tr Exchange-Traded Fd20.5K$4340.0%Held
Invesco Exchange Traded Fd T5.66K$4330.0%Held
Victory Portfolios Ii8.42K$4280.0%Held
Johnson & JohnsonJNJ2.04K$4230.0%Held
Ark Etf Tr5.46K$4200.0%Held
Arch Cap Group Ltd4.35K$4170.0%Held
Pimco Etf Tr4.14K$4150.0%Held
Abrdn Platinum Etf TrustPPLT2.21K$4130.0%Held
Exxon Mobil Corp3.44K$4130.0%Held
Vaneck Bitcoin EtfHODL16.6K$4110.0%Held
Invesco Exchange Traded Fd T6.36K$4080.0%Held
Vanguard World Fd1.4K$4040.0%Held
Ishares Tr7.1K$4040.0%Held
Ishares Tr9.04K$4030.0%Held
AbbVie Inc.ABBV1.73K$3950.0%Held
Pimco Etf Tr7.5K$3930.0%Held
Invesco Exch Traded Fd Tr Ii11.6K$3920.0%Held
J P Morgan Exchange Traded F7.04K$3810.0%Held
Ishares Tr9.63K$3800.0%Held
Spdr Series Trust13.2K$3780.0%Held
Etf Ser Solutions10.2K$3770.0%Held
Ishares Tr6.54K$3760.0%Held
First Tr Exchange-Traded Fd8.07K$3700.0%Held
Tidal Trust I17.8K$3610.0%Held
Direxion Shs Etf Tr1.62K$3580.0%Held
American Centy Etf Tr5.03K$3580.0%Held
Lockheed Martin CorpLMT729$3530.0%Held
Invesco Exch Traded Fd Tr Ii5.38K$3530.0%Held
Ishares Tr6.97K$3520.0%Held
Proshares Tr6.64K$3500.0%Held
Disney Walt Co3.07K$3500.0%Held
Ross Stores, Inc.ROST1.91K$3450.0%Held
Invesco Exch Traded Fd Tr Ii14.2K$3430.0%Held
Abrdn Palladium Etf TrustPALL2.34K$3400.0%Held
Ishares Tr2.99K$3400.0%Held
Ishares Tr13.4K$3390.0%Held
Cummins IncCMI655$3340.0%Held
Visa Inc.V945$3310.0%Held
Blackrock Etf Trust9.92K$3300.0%Held
Spdr Index Shs Fds7.65K$3280.0%Held
Proshares Tr3.13K$3260.0%Held
Fidelity Covington Trust1.44K$3240.0%Held
Oreilly Automotive Inc3.55K$3240.0%Held
Ishares Tr945$3240.0%Held
Fidelity Covington Trust3.9K$3220.0%Held
Pimco Etf Tr7.07K$3200.0%Held
Ishares Tr1.6K$3190.0%Held
Invesco Exchange Traded Fd T3.11K$3190.0%Held
Qualcomm Inc1.86K$3180.0%Held
Global X Fds4.84K$3140.0%Held
J P Morgan Exchange Traded F6.39K$3110.0%Held
Select Sector Spdr Tr1.99K$3090.0%Held
Strategy Shs11.6K$3080.0%Held
Etf Opportunities Trust6.21K$3070.0%Held
Ea Series Trust8.54K$3070.0%Held
Pacer Fds Tr4.75K$3040.0%Held
State Srt Spdr Prtfl Hgh12.8K$3040.0%Held
Vanguard World Fd2.15K$3030.0%Held
Ishares Tr2.5K$3030.0%Held
Abbott LabsABT2.4K$3000.0%Held
Simplify Exchange Traded Fun9.32K$2990.0%Held
Victory Portfolios Ii6.31K$2990.0%Held
Innovator Etfs Trust7.3K$2970.0%Held
Ishares Tr9.52K$2950.0%Held
Ishares Tr3.13K$2950.0%Held
Ishares Tr2.28K$2940.0%Held
Janus Detroit Str Tr6.14K$2930.0%Held
American Express CoAXP793$2930.0%Held
Vanguard World Fd1.39K$2930.0%Held
Wisdomtree Tr7.55K$2870.0%Held
Williams Cos Inc4.77K$2860.0%Held
First Tr Exchange-Traded Fd13.5K$2850.0%Held
Vanguard Scottsdale Fds3.05K$2820.0%Held
Ishares Tr1.31K$2810.0%Held
Goldman Sachs Etf Tr5.17K$2730.0%Held
Ea Series Trust6.54K$2660.0%Held
Spdr Series Trust8.96K$2630.0%Held
Vanguard Intl Equity Index F3.08K$2580.0%Held
Spdr Index Shs Fds5.72K$2580.0%Held
First Tr Exchange Traded Fd1.52K$2550.0%Held
Ishares Tr6.02K$2490.0%Held
Ssga Active Etf Tr6.18K$2490.0%Held
Ishares Tr10.2K$2480.0%Held
Flexshares Tr10.3K$2470.0%Held
Vanguard Calif Tax Free Fds2.42K$2430.0%Held
Northern Lts Fd Tr Iv5.39K$2430.0%Held
Ishares Tr803$2420.0%Held
Invesco Exch Traded Fd Tr Ii2.05K$2400.0%Held
Spdr Series Trust1.97K$2400.0%Held
Neos Etf Trust4.54K$2380.0%Held
Ishares Tr9.81K$2380.0%Held
Wisdomtree Tr5K$2320.0%Held
Dimensional Etf Trust5.58K$2320.0%Held
Ishares Tr2.25K$2320.0%Held
Progressive Corp1.02K$2320.0%Held
Proshares Tr2.21K$2300.0%Held
Amplify Etf Tr4K$2280.0%Held
Ishares Gold TrIAUM5.28K$2270.0%Held
Northern Lts Fd Tr Iv6.17K$2250.0%Held
J P Morgan Exchange Traded F1.81K$2230.0%Held
International Business Machs748$2220.0%Held
Caterpillar IncCAT386$2210.0%Held
Wisdomtree Tr7.48K$2190.0%Held
Nushares Etf Tr4.83K$2180.0%Held
Wabtec1.01K$2160.0%Held
Spdr Index Shs Fds3.1K$2160.0%Held
Vanguard World Fd1.1K$2140.0%Held
Flexshares Tr2.63K$2130.0%Held
Federated Hermes Etf Trust7.41K$2120.0%Held
Vanguard World Fd1.54K$2060.0%Held
Nushares Etf Tr5.78K$2060.0%Held
J P Morgan Exchange Traded F3.09K$2050.0%Held
First Tr Exchange-Traded Fd4.1K$2050.0%Held
Schwab Strategic Tr8.37K$2040.0%Held
Tidal Trust Ii8.14K$2020.0%Held
Proshares Tr8.15K$2010.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.