13F HOLDINGS REPORT
ASPIRIANT, LLC
Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001172661-25-004424
Total Value
$3.27B
Positions
297
Other Managers
0
Confidential Omitted
No
Holdings (297)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 598,429 | $400.5M | 12.25% |
| 2 | ISHARES TR | 464287663 | 3,600,340 | $359.9M | 11.00% |
| 3 | VANGUARD INDEX FDS | 922908611 | 1,527,300 | $318.8M | 9.75% |
| 4 | ISHARES INC | 464286525 | 2,419,677 | $290.2M | 8.87% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 968,533 | $209.0M | 6.39% |
| 6 | VANGUARD MUN BD FDS | 922907746 | 4,124,235 | $206.5M | 6.31% |
| 7 | VANGUARD INDEX FDS | 922908363 | 157,178 | $96.3M | 2.94% |
| 8 | ISHARES TR | 464288877 | 1,117,343 | $75.8M | 2.32% |
| 9 | APPLE INC | AAPL | 292,895 | $74.6M | 2.28% |
| 10 | ISHARES TR | 46432F842 | 839,172 | $73.3M | 2.24% |
| 11 | ISHARES INC | 46434G103 | 1,019,936 | $67.2M | 2.06% |
| 12 | ISHARES TR | 464287622 | 112,068 | $41.0M | 1.25% |
| 13 | VANGUARD BD INDEX FDS | 921937835 | 544,740 | $40.5M | 1.24% |
| 14 | SPDR S&P 500 ETF TR | SPY | 60,429 | $40.3M | 1.23% |
| 15 | ISHARES TR | 464288414 | 338,053 | $36.0M | 1.10% |
| 16 | DIMENSIONAL ETF TRUST | 25434V724 | 725,093 | $32.4M | 0.99% |
| 17 | VANGUARD ADMIRAL FDS INC | 921932778 | 333,294 | $31.7M | 0.97% |
| 18 | VANGUARD INDEX FDS | 922908769 | 95,606 | $31.4M | 0.96% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 61,401 | $30.9M | 0.94% |
| 20 | ISHARES TR | 464289867 | 465,643 | $30.0M | 0.92% |
| 21 | ISHARES TR | 46434V464 | 114,664 | $26.0M | 0.80% |
| 22 | FIDELITY MERRIMACK STR TR | 316188309 | 547,715 | $25.3M | 0.77% |
| 23 | VANGUARD INTL EQUITY INDEX F | 922042775 | 328,250 | $23.4M | 0.72% |
| 24 | MICROSOFT CORP | MSFT | 44,994 | $23.3M | 0.71% |
| 25 | DIMENSIONAL ETF TRUST | 25434V880 | 736,908 | $23.1M | 0.71% |
| 26 | SCHWAB STRATEGIC TR | 808524730 | 624,096 | $22.6M | 0.69% |
| 27 | WISDOMTREE TR | WT | 419,980 | $19.3M | 0.59% |
| 28 | VANGUARD INDEX FDS | 922908751 | 75,267 | $19.1M | 0.59% |
| 29 | VANGUARD INDEX FDS | 922908744 | 102,384 | $19.1M | 0.58% |
| 30 | ALPHABET INC | GOOG | 73,891 | $18.0M | 0.55% |
| 31 | DIMENSIONAL ETF TRUST | 25434V849 | 367,049 | $17.6M | 0.54% |
| 32 | ISHARES TR | 464287226 | 163,669 | $16.4M | 0.50% |
| 33 | VANGUARD INTL EQUITY INDEX F | 922042718 | 106,313 | $15.2M | 0.46% |
| 34 | SELECT SECTOR SPDR TR | 81369Y605 | 280,560 | $15.1M | 0.46% |
| 35 | ISHARES TR | 464287630 | 84,672 | $15.0M | 0.46% |
| 36 | TCW ETF TRUST | 29287L205 | 142,783 | $13.9M | 0.43% |
| 37 | DIMENSIONAL ETF TRUST | 25434V708 | 320,167 | $12.3M | 0.38% |
| 38 | ISHARES TR | 464287655 | 46,242 | $11.2M | 0.34% |
| 39 | DIMENSIONAL ETF TRUST | 25434V609 | 191,941 | $11.2M | 0.34% |
| 40 | SCHWAB STRATEGIC TR | 808524755 | 252,229 | $10.8M | 0.33% |
| 41 | ALPHABET INC | GOOG | 42,302 | $10.3M | 0.32% |
| 42 | VANGUARD WORLD FD | 92204A702 | 13,148 | $9.8M | 0.30% |
| 43 | ISHARES TR | 464287689 | 25,466 | $9.7M | 0.30% |
| 44 | DIMENSIONAL ETF TRUST | 25434V807 | 202,427 | $9.3M | 0.29% |
| 45 | TCW ETF TRUST | 29287L106 | 105,559 | $8.3M | 0.25% |
| 46 | VANGUARD TAX-MANAGED FDS | 921943858 | 137,470 | $8.2M | 0.25% |
| 47 | ISHARES TR | 46429B697 | 85,448 | $8.1M | 0.25% |
| 48 | DIMENSIONAL ETF TRUST | 25434V500 | 117,061 | $8.0M | 0.25% |
| 49 | WISDOMTREE TR | WT | 90,157 | $7.8M | 0.24% |
| 50 | META PLATFORMS INC | META | 10,627 | $7.8M | 0.24% |
| 51 | ISHARES TR | 464287598 | 36,909 | $7.5M | 0.23% |
| 52 | JPMORGAN CHASE & CO. | VYLD | 23,028 | $7.3M | 0.22% |
| 53 | AMAZON COM INC | AMZN | 31,738 | $7.0M | 0.21% |
| 54 | ISHARES TR | 46429B689 | 76,881 | $6.5M | 0.20% |
| 55 | VANGUARD INDEX FDS | 922908736 | 12,773 | $6.1M | 0.19% |
| 56 | ISHARES TR | 464287804 | 51,365 | $6.1M | 0.19% |
| 57 | SCHWAB STRATEGIC TR | 808524201 | 229,919 | $6.1M | 0.19% |
| 58 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8 | $6.0M | 0.18% |
| 59 | VANGUARD INTL EQUITY INDEX F | 922042858 | 110,935 | $6.0M | 0.18% |
| 60 | ORACLE CORP | ORCL-PD | 19,828 | $5.6M | 0.17% |
| 61 | ISHARES TR | 464287150 | 37,939 | $5.5M | 0.17% |
| 62 | NEW YORK LIFE INVESTMENTS ET | 45409B107 | 163,708 | $5.5M | 0.17% |
| 63 | NEW YORK LIFE INVESTMENTS ET | 45409B800 | 141,658 | $5.1M | 0.16% |
| 64 | ISHARES TR | 464287846 | 29,744 | $4.8M | 0.15% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 31,364 | $4.8M | 0.15% |
| 66 | ISHARES TR | 464287465 | 49,197 | $4.6M | 0.14% |
| 67 | NVIDIA CORPORATION | NVDA | 24,542 | $4.6M | 0.14% |
| 68 | ISHARES TR | 464287671 | 27,787 | $4.6M | 0.14% |
| 69 | CINCINNATI FINL CORP | 172062101 | 28,892 | $4.6M | 0.14% |
| 70 | VANGUARD INDEX FDS | 922908637 | 14,680 | $4.5M | 0.14% |
| 71 | ISHARES TR | 464288273 | 57,413 | $4.4M | 0.13% |
| 72 | VANGUARD BD INDEX FDS | 92203C303 | 86,913 | $4.3M | 0.13% |
| 73 | INVESCO QQQ TR | IVZ | 7,212 | $4.3M | 0.13% |
| 74 | VANGUARD MALVERN FDS | 922020805 | 82,608 | $4.2M | 0.13% |
| 75 | ROYAL BK CDA | 780087102 | 27,892 | $4.1M | 0.13% |
| 76 | ISHARES TR | 464287507 | 58,825 | $3.8M | 0.12% |
| 77 | ISHARES TR | 464287499 | 39,311 | $3.8M | 0.12% |
| 78 | VANGUARD SCOTTSDALE FDS | 92206C714 | 40,191 | $3.6M | 0.11% |
| 79 | JOHNSON & JOHNSON | JNJ | 19,296 | $3.6M | 0.11% |
| 80 | ISHARES TR | 464287614 | 7,571 | $3.5M | 0.11% |
| 81 | VANGUARD INDEX FDS | 922908553 | 37,118 | $3.4M | 0.10% |
| 82 | BROADCOM INC | AVGO | 10,144 | $3.3M | 0.10% |
| 83 | BILL HOLDINGS INC | BILL | 59,594 | $3.2M | 0.10% |
| 84 | TJX COS INC NEW | 872540109 | 21,650 | $3.1M | 0.10% |
| 85 | INVESCO EXCHANGE TRADED FD T | IVZ | 15,650 | $3.0M | 0.09% |
| 86 | EXXON MOBIL CORP | XOM | 25,531 | $2.9M | 0.09% |
| 87 | TRANSDIGM GROUP INC | TDG | 2,000 | $2.6M | 0.08% |
| 88 | VANGUARD STAR FDS | 921909768 | 35,129 | $2.6M | 0.08% |
| 89 | PEPSICO INC | PEP | 17,101 | $2.4M | 0.07% |
| 90 | ISHARES TR | 464288257 | 17,316 | $2.4M | 0.07% |
| 91 | TESLA INC | TSLA | 5,147 | $2.3M | 0.07% |
| 92 | ABBOTT LABS | ABLZF | 17,053 | $2.3M | 0.07% |
| 93 | SCHWAB CHARLES CORP | SCHW-PJ | 23,813 | $2.3M | 0.07% |
| 94 | HOME DEPOT INC | HD | 5,605 | $2.3M | 0.07% |
| 95 | SPDR SERIES TRUST | 78464A763 | 15,564 | $2.2M | 0.07% |
| 96 | ISHARES TR | 464289875 | 45,218 | $2.2M | 0.07% |
| 97 | ABBVIE INC | ABBV | 9,235 | $2.1M | 0.07% |
| 98 | ISHARES TR | 464287234 | 39,576 | $2.1M | 0.06% |
| 99 | ISHARES TR | 464288679 | 18,830 | $2.1M | 0.06% |
| 100 | CHEVRON CORP NEW | CVX | 13,380 | $2.1M | 0.06% |
| 101 | QUALCOMM INC | QCOM | 12,265 | $2.0M | 0.06% |
| 102 | SCHWAB STRATEGIC TR | 808524102 | 77,840 | $2.0M | 0.06% |
| 103 | VANGUARD INTL EQUITY INDEX F | 922042676 | 41,519 | $2.0M | 0.06% |
| 104 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,221 | $1.9M | 0.06% |
| 105 | COSTCO WHSL CORP NEW | 22160K105 | 2,031 | $1.9M | 0.06% |
| 106 | WELLS FARGO CO NEW | 949746101 | 21,687 | $1.8M | 0.06% |
| 107 | MASTERCARD INCORPORATED | MA | 3,140 | $1.8M | 0.05% |
| 108 | LOWES COS INC | 548661107 | 7,034 | $1.8M | 0.05% |
| 109 | ISHARES TR | 464287481 | 12,301 | $1.8M | 0.05% |
| 110 | BANK AMERICA CORP | 060505104 | 33,076 | $1.7M | 0.05% |
| 111 | ISHARES TR | 464288570 | 13,494 | $1.7M | 0.05% |
| 112 | NETFLIX INC | NFLX | 1,399 | $1.7M | 0.05% |
| 113 | VANGUARD WHITEHALL FDS | 921946406 | 11,633 | $1.6M | 0.05% |
| 114 | VISA INC | V | 4,778 | $1.6M | 0.05% |
| 115 | RTX CORPORATION | RTX | 9,428 | $1.6M | 0.05% |
| 116 | UNION PAC CORP | UNP | 6,396 | $1.5M | 0.05% |
| 117 | GENERAL DYNAMICS CORP | GD | 4,433 | $1.5M | 0.05% |
| 118 | DISNEY WALT CO | 254687106 | 13,169 | $1.5M | 0.05% |
| 119 | TRANE TECHNOLOGIES PLC | TT | 3,562 | $1.5M | 0.05% |
| 120 | SCHWAB STRATEGIC TR | 808524409 | 50,501 | $1.5M | 0.04% |
| 121 | AUTOMATIC DATA PROCESSING IN | ADP | 4,928 | $1.4M | 0.04% |
| 122 | AMERICAN EXPRESS CO | AXP | 4,348 | $1.4M | 0.04% |
| 123 | PAYCHEX INC | PAYX | 11,247 | $1.4M | 0.04% |
| 124 | VANGUARD INDEX FDS | 922908595 | 4,493 | $1.3M | 0.04% |
| 125 | ISHARES INC | 464286533 | 20,289 | $1.3M | 0.04% |
| 126 | INTERNATIONAL BUSINESS MACHS | INTR | 4,532 | $1.3M | 0.04% |
| 127 | MARATHON PETE CORP | MARA | 6,629 | $1.3M | 0.04% |
| 128 | AMGEN INC | AMGN | 4,475 | $1.3M | 0.04% |
| 129 | GE AEROSPACE | 369604301 | 4,157 | $1.3M | 0.04% |
| 130 | CISCO SYS INC | CSCO | 17,942 | $1.2M | 0.04% |
| 131 | WALMART INC | WMT | 11,905 | $1.2M | 0.04% |
| 132 | ISHARES TR | 464287242 | 10,930 | $1.2M | 0.04% |
| 133 | DIMENSIONAL ETF TRUST | 25434V765 | 39,901 | $1.2M | 0.04% |
| 134 | VANGUARD INDEX FDS | 922908652 | 5,793 | $1.2M | 0.04% |
| 135 | CATERPILLAR INC | CAT | 2,476 | $1.2M | 0.04% |
| 136 | ISHARES TR | 46435U549 | 24,185 | $1.2M | 0.04% |
| 137 | MERCK & CO INC | MRK | 13,810 | $1.2M | 0.04% |
| 138 | ISHARES TR | 464289859 | 12,818 | $1.1M | 0.03% |
| 139 | ISHARES TR | 464287648 | 3,446 | $1.1M | 0.03% |
| 140 | SCHWAB STRATEGIC TR | 808524797 | 40,109 | $1.1M | 0.03% |
| 141 | 3M CO | MMM | 7,015 | $1.1M | 0.03% |
| 142 | UNITEDHEALTH GROUP INC | UNH | 3,076 | $1.1M | 0.03% |
| 143 | SELECT SECTOR SPDR TR | 81369Y803 | 3,655 | $1.0M | 0.03% |
| 144 | ADOBE INC | ADBE | 2,854 | $1.0M | 0.03% |
| 145 | VANGUARD INDEX FDS | 922908629 | 3,410 | $1.0M | 0.03% |
| 146 | SILGAN HLDGS INC | SLGN | 23,128 | $994,735 | 0.03% |
| 147 | SIMON PPTY GROUP INC NEW | 828806109 | 5,289 | $992,625 | 0.03% |
| 148 | SALESFORCE INC | CRM | 4,150 | $983,550 | 0.03% |
| 149 | SCHWAB STRATEGIC TR | 808524300 | 30,648 | $977,967 | 0.03% |
| 150 | SPDR GOLD TR | GLD | 2,649 | $941,641 | 0.03% |
| 151 | VANGUARD SCOTTSDALE FDS | 92206C102 | 15,928 | $937,362 | 0.03% |
| 152 | ISHARES TR | 464288802 | 6,868 | $931,644 | 0.03% |
| 153 | VANGUARD CHARLOTTE FDS | 92203J407 | 18,321 | $906,156 | 0.03% |
| 154 | ISHARES TR | 46434V621 | 13,238 | $901,243 | 0.03% |
| 155 | ISHARES TR | 464287168 | 6,251 | $888,268 | 0.03% |
| 156 | CAPITAL ONE FINL CORP | 14040H105 | 4,113 | $874,299 | 0.03% |
| 157 | ISHARES TR | 464287408 | 4,224 | $872,362 | 0.03% |
| 158 | US BANCORP DEL | USB-PS | 17,838 | $862,110 | 0.03% |
| 159 | ISHARES TR | 46435G532 | 10,180 | $846,977 | 0.03% |
| 160 | COCA COLA CO | KO | 12,720 | $843,612 | 0.03% |
| 161 | RESTAURANT BRANDS INTL INC | 76131D103 | 13,072 | $838,438 | 0.03% |
| 162 | ISHARES TR | 464288513 | 10,165 | $825,291 | 0.03% |
| 163 | SOLENO THERAPEUTICS INC | SLNO | 12,128 | $819,853 | 0.03% |
| 164 | DANAHER CORPORATION | 235851102 | 4,129 | $818,590 | 0.03% |
| 165 | VANGUARD SCOTTSDALE FDS | 92206C706 | 13,391 | $803,861 | 0.02% |
| 166 | SPDR INDEX SHS FDS | 78463X426 | 12,092 | $801,567 | 0.02% |
| 167 | THERMO FISHER SCIENTIFIC INC | TMO | 1,617 | $784,278 | 0.02% |
| 168 | UBER TECHNOLOGIES INC | UBER | 7,697 | $754,075 | 0.02% |
| 169 | ISHARES TR | 46429B663 | 6,139 | $751,721 | 0.02% |
| 170 | VANGUARD INTL EQUITY INDEX F | 922042742 | 5,389 | $742,536 | 0.02% |
| 171 | ISHARES TR | 46435G425 | 5,082 | $739,939 | 0.02% |
| 172 | ISHARES TR | 464287457 | 8,899 | $738,260 | 0.02% |
| 173 | CANADIAN PACIFIC KANSAS CITY | CP | 9,799 | $729,928 | 0.02% |
| 174 | DOCUSIGN INC | DOCU | 10,100 | $728,109 | 0.02% |
| 175 | PFIZER INC | PFE | 28,030 | $714,206 | 0.02% |
| 176 | VANGUARD INDEX FDS | 922908538 | 2,398 | $704,508 | 0.02% |
| 177 | INVESCO EXCH TRADED FD TR II | IVZ | 13,430 | $699,972 | 0.02% |
| 178 | GOLDMAN SACHS GROUP INC | GSCE | 876 | $697,602 | 0.02% |
| 179 | ISHARES TR | 464287887 | 4,901 | $693,492 | 0.02% |
| 180 | KINDER MORGAN INC DEL | EP-PC | 23,941 | $677,769 | 0.02% |
| 181 | ISHARES TR | 46434V613 | 14,169 | $661,834 | 0.02% |
| 182 | DIMENSIONAL ETF TRUST | 25434V831 | 17,299 | $653,383 | 0.02% |
| 183 | VANGUARD INDEX FDS | 922908512 | 3,672 | $641,058 | 0.02% |
| 184 | SCHWAB STRATEGIC TR | 808524805 | 27,326 | $636,149 | 0.02% |
| 185 | VANECK ETF TRUST | 92189F726 | 3,727 | $617,505 | 0.02% |
| 186 | HUNTINGTON BANCSHARES INC | HBANP | 35,658 | $615,814 | 0.02% |
| 187 | APPLIED MATLS INC | 038222105 | 3,005 | $615,244 | 0.02% |
| 188 | SCHWAB STRATEGIC TR | 808524508 | 20,475 | $606,879 | 0.02% |
| 189 | ISHARES GOLD TR | IAU | 7,854 | $571,536 | 0.02% |
| 190 | DATADOG INC | DDOG | 4,002 | $569,885 | 0.02% |
| 191 | JFROG LTD | FROG | 11,742 | $555,749 | 0.02% |
| 192 | COMCAST CORP NEW | CCZ | 17,016 | $534,643 | 0.02% |
| 193 | MCDONALDS CORP | MCD | 1,741 | $529,028 | 0.02% |
| 194 | ISHARES TR | 464287705 | 3,976 | $515,766 | 0.02% |
| 195 | INVESCO EXCH TRADED FD TR II | IVZ | 7,014 | $515,389 | 0.02% |
| 196 | FEDEX CORP | FDX | 2,179 | $513,836 | 0.02% |
| 197 | SERVICENOW INC | NOW | 551 | $507,075 | 0.02% |
| 198 | MORGAN STANLEY | MS-PQ | 3,145 | $499,879 | 0.02% |
| 199 | ISHARES TR | 464288448 | 13,655 | $499,090 | 0.02% |
| 200 | GE VERNOVA INC | GEV | 805 | $494,995 | 0.02% |
| 201 | AMERICAN CENTY ETF TR | 025072885 | 4,493 | $488,389 | 0.01% |
| 202 | PROSHARES TR | 74348A467 | 4,705 | $484,945 | 0.01% |
| 203 | VANGUARD ADMIRAL FDS INC | 921932505 | 1,105 | $481,183 | 0.01% |
| 204 | VANGUARD WORLD FD | 92204A801 | 2,324 | $476,094 | 0.01% |
| 205 | ISHARES TR | 464287176 | 4,278 | $475,807 | 0.01% |
| 206 | ESAB CORPORATION | ESAB | 4,220 | $471,543 | 0.01% |
| 207 | DEERE & CO | DE | 1,006 | $460,004 | 0.01% |
| 208 | VANGUARD BD INDEX FDS | 921937827 | 5,757 | $454,286 | 0.01% |
| 209 | SPDR SERIES TRUST | 78464A854 | 5,696 | $446,225 | 0.01% |
| 210 | AMERICAN CENTY ETF TR | 025072703 | 5,570 | $439,473 | 0.01% |
| 211 | TRUIST FINL CORP | 89832Q109 | 9,502 | $434,433 | 0.01% |
| 212 | ELI LILLY & CO | LLY | 567 | $432,621 | 0.01% |
| 213 | BLACKROCK INC | BLK | 366 | $426,708 | 0.01% |
| 214 | EATON CORP PLC | ETN | 1,134 | $424,403 | 0.01% |
| 215 | DUKE ENERGY CORP NEW | DUKB | 3,341 | $413,511 | 0.01% |
| 216 | STARBUCKS CORP | SBUX | 4,866 | $411,690 | 0.01% |
| 217 | ECOLAB INC | ECL | 1,500 | $410,790 | 0.01% |
| 218 | ISHARES TR | 46432F339 | 2,101 | $408,647 | 0.01% |
| 219 | INTEL CORP | INTC | 12,147 | $407,547 | 0.01% |
| 220 | ISHARES TR | 464287523 | 1,483 | $402,071 | 0.01% |
| 221 | ISHARES TR | 46434V647 | 15,593 | $398,557 | 0.01% |
| 222 | JEFFERIES FINL GROUP INC | 47233W109 | 6,073 | $397,296 | 0.01% |
| 223 | SCHWAB STRATEGIC TR | 808524839 | 16,828 | $394,954 | 0.01% |
| 224 | ISHARES TR | 464287119 | 3,700 | $385,910 | 0.01% |
| 225 | PALO ALTO NETWORKS INC | PANW | 1,844 | $375,476 | 0.01% |
| 226 | PALVELLA THERAPEUTICS INC NE | PVLA | 5,852 | $366,862 | 0.01% |
| 227 | WASTE MGMT INC DEL | 94106L109 | 1,654 | $365,253 | 0.01% |
| 228 | SCHWAB STRATEGIC TR | 808524607 | 12,786 | $356,724 | 0.01% |
| 229 | T-MOBILE US INC | TMUSZ | 1,484 | $355,239 | 0.01% |
| 230 | RLJ LODGING TR | RLJ-PA | 13,980 | $352,715 | 0.01% |
| 231 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 758 | $351,515 | 0.01% |
| 232 | DOMINION ENERGY INC | D | 5,726 | $350,260 | 0.01% |
| 233 | ISHARES TR | 464288646 | 6,604 | $350,210 | 0.01% |
| 234 | GSK PLC | GLAXF | 8,000 | $345,280 | 0.01% |
| 235 | NUSHARES ETF TR | NU | 9,622 | $343,409 | 0.01% |
| 236 | ISHARES TR | 464287473 | 2,444 | $341,352 | 0.01% |
| 237 | STERLING INFRASTRUCTURE INC | STRL | 1,000 | $339,680 | 0.01% |
| 238 | VANGUARD SCOTTSDALE FDS | 92206C409 | 4,227 | $337,866 | 0.01% |
| 239 | PARKER-HANNIFIN CORP | PH | 443 | $335,860 | 0.01% |
| 240 | LOCKHEED MARTIN CORP | LMT | 659 | $328,979 | 0.01% |
| 241 | BLACKSTONE INC | BX | 1,900 | $324,615 | 0.01% |
| 242 | SPDR INDEX SHS FDS | 78463X863 | 11,657 | $324,182 | 0.01% |
| 243 | ISHARES TR | 464289883 | 8,060 | $323,690 | 0.01% |
| 244 | CONOCOPHILLIPS | COP | 3,343 | $316,215 | 0.01% |
| 245 | ILLINOIS TOOL WKS INC | 452308109 | 1,207 | $314,738 | 0.01% |
| 246 | NEXTERA ENERGY INC | NEE-PW | 4,150 | $313,284 | 0.01% |
| 247 | MEDTRONIC PLC | MDT | 3,235 | $308,101 | 0.01% |
| 248 | AMERICAN CENTY ETF TR | 025072604 | 4,083 | $306,674 | 0.01% |
| 249 | CHARTER COMMUNICATIONS INC N | 16119P108 | 1,109 | $305,092 | 0.01% |
| 250 | SPDR SERIES TRUST | 78464A607 | 3,035 | $304,380 | 0.01% |
| 251 | VERIZON COMMUNICATIONS INC | VZ | 6,914 | $303,874 | 0.01% |
| 252 | MCKESSON CORP | MCK | 390 | $301,291 | 0.01% |
| 253 | DIMENSIONAL ETF TRUST | 25434V401 | 4,078 | $295,410 | 0.01% |
| 254 | FLEXSHARES TR | FLEX | 3,756 | $292,837 | 0.01% |
| 255 | HONEYWELL INTL INC | 438516106 | 1,379 | $290,281 | 0.01% |
| 256 | VANGUARD WORLD FD | 921910816 | 714 | $287,394 | 0.01% |
| 257 | DIREXION SHS ETF TR | 25460E869 | 29,790 | $286,282 | 0.01% |
| 258 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 6,203 | $279,741 | 0.01% |
| 259 | AMERICAN CENTY ETF TR | 025072877 | 2,803 | $278,983 | 0.01% |
| 260 | NATIONAL FUEL GAS CO | NFG | 3,000 | $277,110 | 0.01% |
| 261 | BOX INC | BXCAP | 8,586 | $277,070 | 0.01% |
| 262 | SELECT SECTOR SPDR TR | 81369Y886 | 3,175 | $276,892 | 0.01% |
| 263 | BOOKING HOLDINGS INC | BKNG | 51 | $275,363 | 0.01% |
| 264 | ENBRIDGE INC | ENNPF | 5,437 | $274,350 | 0.01% |
| 265 | NOVO-NORDISK A S | NONOF | 4,935 | $273,843 | 0.01% |
| 266 | BOEING CO | BA-PA | 1,268 | $273,821 | 0.01% |
| 267 | TOTALENERGIES SE | TTE | 4,500 | $268,605 | 0.01% |
| 268 | ISHARES BITCOIN TRUST ETF | IBIT | 4,120 | $267,800 | 0.01% |
| 269 | METLIFE INC | MET-PF | 3,211 | $264,491 | 0.01% |
| 270 | VANGUARD INTL EQUITY INDEX F | 922042874 | 3,293 | $262,790 | 0.01% |
| 271 | SPDR INDEX SHS FDS | 78463X871 | 6,294 | $252,893 | 0.01% |
| 272 | VANGUARD CALIF TAX FREE FDS | 922021605 | 2,530 | $252,418 | 0.01% |
| 273 | AMERICAN INTL GROUP INC | 026874784 | 3,122 | $245,203 | 0.01% |
| 274 | NOVARTIS AG | NVSEF | 1,903 | $244,041 | 0.01% |
| 275 | LINDE PLC | LIN | 509 | $241,775 | 0.01% |
| 276 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,001 | $241,097 | 0.01% |
| 277 | ARISTA NETWORKS INC | ANET | 1,652 | $240,713 | 0.01% |
| 278 | GALLAGHER ARTHUR J & CO | 363576109 | 771 | $238,810 | 0.01% |
| 279 | VANGUARD WORLD FD | 92204A504 | 919 | $238,443 | 0.01% |
| 280 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,410 | $237,557 | 0.01% |
| 281 | DIMENSIONAL ETF TRUST | 25434V617 | 3,294 | $236,711 | 0.01% |
| 282 | CHUBB LIMITED | CB | 823 | $232,293 | 0.01% |
| 283 | CALIFORNIA BANCORP | BCAL | 13,912 | $232,052 | 0.01% |
| 284 | PHILIP MORRIS INTL INC | 718172109 | 1,384 | $224,484 | 0.01% |
| 285 | BROOKFIELD RENEWABLE PARTNER | G16258108 | 8,561 | $220,788 | 0.01% |
| 286 | GENERAL MLS INC | 370334104 | 4,308 | $217,209 | 0.01% |
| 287 | AT&T INC | T-PC | 7,687 | $217,072 | 0.01% |
| 288 | SCHWAB STRATEGIC TR | 808524771 | 8,199 | $215,634 | 0.01% |
| 289 | ISHARES TR | 464288885 | 1,888 | $215,005 | 0.01% |
| 290 | INTUIT | INTU | 310 | $211,906 | 0.01% |
| 291 | RESIDEO TECHNOLOGIES INC | REZI | 4,900 | $211,582 | 0.01% |
| 292 | THE CIGNA GROUP | 125523100 | 732 | $210,999 | 0.01% |
| 293 | ACCENTURE PLC IRELAND | ACN | 847 | $208,870 | 0.01% |
| 294 | ISHARES TR | 464287721 | 1,043 | $204,197 | 0.01% |
| 295 | XERIS BIOPHARMA HOLDINGS INC | XERS | 20,000 | $162,800 | 0.00% |
| 296 | NOKIA CORP | NOKBF | 23,000 | $110,630 | 0.00% |
| 297 | AMBEV SA | ABEV | 25,000 | $55,750 | 0.00% |