Abound Wealth Management

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1508
Quarter
2025 Q4
Top Holding
IJR (12.5%)
Top 10 Concentration
65.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1508
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IJR
ISHARES TR
ETF 12.51% 12.14% #1
Prev: #1
7.0 36,332 8.9%
P
S
444,527 $53,423,283 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGG
ISHARES TR
ETF 10.62% 10.56% #2
Prev: #2
6.3 33,267 7.9%
P
S
453,932 $45,338,712 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 7.41% 7.63% #3
Prev: #3
3.0 -2,384 -0.5%
P
S
506,534 $31,643,180 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES TR
ETF 6.42% 6.52% #4
Prev: #4
4.6 1,119 2.9%
P
S
40,044 $27,427,690 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VV
VANGUARD INDEX ...
ETF 5.86% 6.08% #5
Prev: #5
4.3 608 0.8%
P
S
79,450 $25,010,898 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES INC
ETF 5.07% 5.11% #6 1
Prev: #7
4.0 12,315 4.0%
P
S
322,201 $21,658,345 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHX
SCHWAB STRATEGI...
ETF 5.02% 5.20% #7 1
Prev: #6
4.0 7,639 1.0%
P
S
796,844 $21,443,060 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
VANGUARD INDEX ...
ETF 4.82% 4.76% #8
Prev: #8
3.9 1,760 5.7%
P
S
32,823 $20,584,272 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VB
VANGUARD INDEX ...
ETF 4.06% 4.25% #9
Prev: #9
3.6 391 0.6%
P
S
67,193 $17,332,460 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 3.56% 3.57% #10
Prev: #10
3.4 1,912 4.4%
P
S
45,376 $15,213,128 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.69% 2.48% #11
Prev: #11
3.1 3,386 8.7%
P
S
42,326 $11,506,717 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 2.51% 2.28% #12 1
Prev: #13
3.1 2,098 15.4%
P
S
15,744 $10,736,469 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES TR
ETF 2.36% 2.44% #13 1
Prev: #12
2.9 800 0.7%
P
S
112,449 $10,059,705 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 2.00% 2.05% #14
Prev: #14
2.8 560 3.0%
P
S
19,011 $8,549,738 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VWO
VANGUARD INTL E...
ETF 1.65% 1.77% #15
Prev: #15
2.7 569 0.4%
P
S
131,176 $7,052,014 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 1.40% 1.25% #16 1
Prev: #17
2.6 10,390 16.3%
P
S
74,262 $5,957,308 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ITOT
ISHARES TR
ETF 1.32% 1.34% #17 1
Prev: #16
2.5 1,112 3.0%
P
S
37,915 $5,637,541 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.03% 1.06% #18
Prev: #18
0.4 -63 -0.5%
P
S
12,723 $4,403,326 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.96% 0.97% #19 1
Prev: #20
2.4 228 3.5%
P
S
6,681 $4,103,931 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.94% 0.98% #20 1
Prev: #19
2.4 580 2.8%
P
S
21,618 $4,031,707 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCHA
SCHWAB STRATEGI...
ETF 0.91% 0.94% #21
Prev: #21
2.4 690 0.5%
P
S
135,832 $3,868,505 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.86% 0.80% #22 1
Prev: #23
2.4 1,467 23.9%
P
S
7,617 $3,683,711 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
VANGUARD INDEX ...
ETF 0.82% 0.93% #23 1
Prev: #22
0.3 -880 -2.2%
P
S
39,718 $3,514,615 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.76% 0.67% #24 2
Prev: #26
2.3 1,788 14.6%
P
S
14,004 $3,232,499 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES TR
ETF 0.66% 0.71% #25 1
Prev: #24
0.3 -495 -1.8%
P
S
26,314 $2,818,462 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CPS
COOPER STD HLDG...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #122)
0.3 -3,139 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IGV
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #175)
0.3 -590 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TMFG
RBB FD INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #200)
0.3 -1,864 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #238)
0.3 -367 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #243)
0.3 -790 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BKF
ISHARES INC
ETF 0.00% 0.01%
Sold All 😨
(Was: #291)
0.3 -641 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WPM
WHEATON PRECIOU...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #351)
0.3 -184 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #369)
0.3 -232 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOR
FORESTAR GROUP ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #407)
0.3 -594 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PCTY
PAYLOCITY HLDG ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #410)
0.3 -98 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OPCH
OPTION CARE HEA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #411)
0.3 -553 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SUI
SUN CMNTYS INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #433)
0.3 -102 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSN
PARSONS CORP DE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #441)
0.3 -155 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQI
VANGUARD INTL E...
ETF 0.00% 0.00%
Sold All 😨
(Was: #446)
0.3 -263 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BMRN
BIOMARIN PHARMA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #481)
0.3 -192 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQI
NEOS ETF TRUST
ETF 0.00% 0.00%
Sold All 😨
(Was: #492)
0.3 -185 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EWJ
ISHARES INC
ETF 0.00% 0.00%
Sold All 😨
(Was: #494)
0.3 -124 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JEPQ
J P MORGAN EXCH...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #496)
0.3 -172 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PDP
INVESCO EXCHANG...
ETF 0.00% 0.00%
Sold All 😨
(Was: #503)
0.3 -80 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XYLD
GLOBAL X FDS
ETF 0.00% 0.00%
Sold All 😨
(Was: #510)
0.3 -234 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EME
EMCOR GROUP INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #527)
0.3 -13 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VCSH
VANGUARD SCOTTS...
ETF 0.00% 0.00%
Sold All 😨
(Was: #541)
0.3 -99 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COMM
COMMSCOPE HLDG ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #547)
0.3 -500 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USHY
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #573)
0.3 -179 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DTH
WISDOMTREE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #575)
0.3 -136 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYE
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #577)
0.3 -140 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOOV
VANGUARD ADMIRA...
ETF 0.00% 0.00%
Sold All 😨
(Was: #605)
0.3 -30 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GIS
GENERAL MLS INC
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #614)
0.3 -112 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CDE
COEUR MNG INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #616)
0.3 -300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DXPE
DXP ENTERPRISES...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #639)
0.3 -42 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RZG
INVESCO EXCHANG...
Warrant 0.00% 0.00%
Sold All 😨
(Was: #647)
0.3 -90 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GNR
SPDR INDEX SHS ...
ETF 0.00% 0.00%
Sold All 😨
(Was: #659)
0.3 -79 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARIS
ARIS WATER SOLU...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #662)
0.3 -189 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
XLB
SELECT SECTOR S...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #666)
0.3 -51 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VCIT
VANGUARD SCOTTS...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #688)
0.3 -49 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HSIC
HENRY SCHEIN IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #728)
0.3 -50 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JPIN
J P MORGAN EXCH...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #734)
0.3 -48 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DES
WISDOMTREE TR
Unknown 0.00% 0.00%
Sold All 😨
(Was: #811)
0.3 -61 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MJ
AMPLIFY ETF TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #848)
0.3 -35 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.00%
Sold All 😨
(Was: #864)
0.3 -18 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLOK
AMPLIFY ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #865)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
III
INFORMATION SVC...
Technology 0.00% 0.00%
Sold All 😨
(Was: #873)
0.3 -170 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCLD
CARECLOUD INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #874)
0.3 -300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ETH
GRAYSCALE ETHER...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #880)
0.3 -23 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #883)
0.3 -4 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #899)
0.3 -18 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
STRL
STERLING INFRAS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #901)
0.3 -2 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HL
HECLA MNG CO
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #907)
0.3 -54 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BWA
BORGWARNER INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #910)
0.3 -14 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DY
DYCOM INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #915)
0.3 -2 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BUZZ
VANECK ETF TRUS...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #921)
0.3 -16 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LTC
LTC PPTYS INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #935)
0.3 -13 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WAY
WAYSTAR HLDG CO...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #939)
0.3 -12 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PZZA
PAPA JOHNS INTL...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #957)
0.3 -8 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BLCN
SIREN ETF TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #969)
0.3 -13 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASR
GRUPO AEROPORTU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #992)
0.3 -1 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SFBS
SERVISFIRST BAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #993)
0.3 -4 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TAK
TAKEDA PHARMACE...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1017)
0.3 -20 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BSAC
BANCO SANTANDER...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1019)
0.3 -11 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVA
AVISTA CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #1041)
0.3 -7 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UGP
ULTRAPAR PARTIC...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1042)
0.3 -64 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1085)
0.3 -14 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PMTS
CPI CARD GROUP ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1182)
0.3 -11 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ALRM
ALARM COM HLDGS...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1200)
0.3 -3 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
JAMES HARDIE IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1214)
0.3 -8 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1235)
0.3 -22 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RC
READY CAPITAL C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1265)
0.3 -33 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SITC
SITE CTRS CORP
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1267)
0.3 -14 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YELP
YELP INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1274)
0.3 -4 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ASIX
ADVANSIX INC
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1286)
0.3 -6 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLOV
CLOVER HEALTH I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1306)
0.3 -33 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RIG
TRANSOCEAN LTD
Energy 0.00% 0.00%
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(Was: #1322)
0.3 -27 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MGPI
MGP INGREDIENTS...
Consumer Defensive 0.00% 0.00%
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(Was: #1329)
0.3 -3 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HELE
HELEN OF TROY L...
Consumer Defensive 0.00% 0.00%
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(Was: #1337)
0.3 -2 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INVH
INVITATION HOME...
Real Estate 0.00% 0.00%
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(Was: #1347)
0.3 -1 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CHD
CHURCH & DWIGHT...
Consumer Defensive 0.00% 0.00%
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(Was: #1348)
0.3 no change -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL ETF...
ETF 0.00% 0.00%
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(Was: #1352)
0.3 no change -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
N/A
CLEARBRIDGE ENE...
Unknown 0.00% 0.00%
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(Was: #1355)
0.3 -381 -100.0%
CLOSED
$— 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1508 holdings

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