The Analysis of ASPIRIANT, LLC's Holdings
Currently, ASPIRIANT, LLC holds 319 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in IVV (+29.5K shares, valued at $20.2M), VBR (+93.4K shares, valued at $19.8M), N/A (+23.0K shares, valued at $14.4M); decreased their positions in MUB (-35.2K shares, valued at $3.8M), VIG (-14.5K shares, valued at $3.2M), FNDE (-81.8K shares, valued at $3.0M); initiated new positions in IDEV (+102.7K shares, valued at $8.5M), DBMF (+130.6K shares, valued at $3.7M), ESML (+40.3K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR627.9K shares4.93%2025-12-312026-01-20
IUSV ISHARES TR3.6M shares-0.50%2025-12-312026-01-20 VBR VANGUARD INDEX FDS1.6M shares6.12%2025-12-312026-01-20 ACWV ISHARES INC2.4M shares-0.56%2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS4.3M shares4.36%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS954.0K shares-1.50%2025-12-312026-01-20 IEFA ISHARES TR915.6K shares9.10%2025-12-312026-01-20 EFV ISHARES TR1.1M shares-2.36%2025-12-312026-01-20 AAPL APPLE INC283.2K shares-3.31%2025-12-312026-01-20 IEMG ISHARES INC1.1M shares3.23%2025-12-312026-01-20 IWB ISHARES TR114.3K shares2.02%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR59.8K shares-0.99%2025-12-312026-01-20 BND VANGUARD BD INDEX FDS526.0K shares-3.43%2025-12-312026-01-20 FBND FIDELITY MERRIMACK STR TR735.7K shares34.32%2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST718.1K shares-0.96%2025-12-312026-01-20 MUB ISHARES TR302.8K shares-10.43%2025-12-312026-01-20 VTI VANGUARD INDEX FDS94.4K shares-1.27%2025-12-312026-01-20 AOR ISHARES TR481.3K shares3.37%2025-12-312026-01-20 VIOV VANGUARD ADMIRAL FDS INC311.6K shares-6.50%2025-12-312026-01-20 CRBN ISHARES TR116.6K shares1.66%2025-12-312026-01-20 VEU VANGUARD INTL EQUITY INDEX F333.1K shares1.46%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST727.7K shares-1.25%2025-12-312026-01-20 MSFT MICROSOFT CORP48.1K shares6.87%2025-12-312026-01-20 ALPHABET INC ALPHABET INC72.3K shares-2.18%2025-12-312026-01-20 VB VANGUARD INDEX FDS81.5K shares8.30%2025-12-312026-01-20 FNDE SCHWAB STRATEGIC TR542.2K shares-13.11%2025-12-312026-01-20 AGG ISHARES TR193.4K shares18.16%2025-12-312026-01-20 DFNM DIMENSIONAL ETF TRUST400.1K shares9.00%2025-12-312026-01-20 DEM WISDOMTREE TR412.4K shares-1.80%2025-12-312026-01-20 VTV VANGUARD INDEX FDS100.6K shares-1.74%2025-12-312026-01-20 XLF SELECT SECTOR SPDR TR282.4K shares0.67%2025-12-312026-01-20 IWN ISHARES TR82.4K shares-2.67%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS238.5K shares73.50%2025-12-312026-01-20 PWRD TCW ETF TRUST147.1K shares3.01%2025-12-312026-01-20 IWM ISHARES TR54.4K shares17.70%2025-12-312026-01-20 VSS VANGUARD INTL EQUITY INDEX F93.3K shares-12.28%2025-12-312026-01-20 ALPHABET INC ALPHABET INC41.0K shares-3.03%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST320.2K shares0.00%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR257.4K shares2.05%2025-12-312026-01-20 DFAT DIMENSIONAL ETF TRUST191.2K shares-0.37%2025-12-312026-01-20 VOTE TCW ETF TRUST130.8K shares23.89%2025-12-312026-01-20 DFIV DIMENSIONAL ETF TRUST205.2K shares1.38%2025-12-312026-01-20 VGT VANGUARD WORLD FD13.3K shares1.07%2025-12-312026-01-20 IWV ISHARES TR24.5K shares-3.73%2025-12-312026-01-20 NVDA NVIDIA CORPORATION49.9K shares103.15%2025-12-312026-01-20 IJH ISHARES TR137.8K shares134.26%2025-12-312026-01-20 IDEV ISHARES TR102.7K sharesnew addition2025-12-312026-01-20 DFAS DIMENSIONAL ETF TRUST115.5K shares-1.35%2025-12-312026-01-20 EFA ISHARES TR83.7K shares70.07%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.24.8K shares7.56%2025-12-312026-01-20 USMV ISHARES TR83.2K shares-2.62%2025-12-312026-01-20 DLN WISDOMTREE TR88.9K shares-1.41%2025-12-312026-01-20 AMZN AMAZON COM INC33.6K shares5.72%2025-12-312026-01-20 IJR ISHARES TR64.4K shares25.31%2025-12-312026-01-20 IWD ISHARES TR36.6K shares-0.73%2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F140.1K shares26.32%2025-12-312026-01-20 META META PLATFORMS INC11.2K shares5.62%2025-12-312026-01-20 DSI ISHARES TR54.8K shares306.45%2025-12-312026-01-20 VONV VANGUARD SCOTTSDALE FDS72.3K shares79.89%2025-12-312026-01-20 VUG VANGUARD INDEX FDS12.9K shares1.13%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR227.4K shares-1.10%2025-12-312026-01-20 ITOT ISHARES TR40.2K shares6.05%2025-12-312026-01-20 QAI NEW YORK LIFE INVESTMENTS ET176.1K shares7.56%2025-12-312026-01-20 SUSA ISHARES TR42.0K shares511.63%2025-12-312026-01-20 EFAV ISHARES TR65.7K shares-14.57%2025-12-312026-01-20 MNA NEW YORK LIFE INVESTMENTS ET151.7K shares7.07%2025-12-312026-01-20 IYY ISHARES TR29.7K shares0.00%2025-12-312026-01-20 RY ROYAL BK CDA28.1K shares0.68%2025-12-312026-01-20 IUSG ISHARES TR27.8K shares0.00%2025-12-312026-01-20 VV VANGUARD INDEX FDS14.4K shares-1.61%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO31.5K shares0.31%2025-12-312026-01-20 VUSB VANGUARD BD INDEX FDS88.7K shares2.07%2025-12-312026-01-20 CINF CINCINNATI FINL CORP27.0K shares-6.46%2025-12-312026-01-20 ADBE ADOBE INC12.4K shares333.60%2025-12-312026-01-20 BROADCOM INC BROADCOM INC12.0K shares18.45%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON19.9K shares2.95%2025-12-312026-01-20 SCZ ISHARES TR52.9K shares-7.89%2025-12-312026-01-20 ORCL ORACLE CORP20.8K shares4.73%2025-12-312026-01-20 VTIP VANGUARD MALVERN FDS81.7K shares-1.09%2025-12-312026-01-20 IWR ISHARES TR39.3K shares0.04%2025-12-312026-01-20 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares-37.50%2025-12-312026-01-20 DBMF LITMAN GREGORY FDS TR130.6K sharesnew addition2025-12-312026-01-20 IWF ISHARES TR7.7K shares1.58%2025-12-312026-01-20 SHY ISHARES TR42.2K shares373.68%2025-12-312026-01-20 TJX TJX COS INC NEW22.2K shares2.38%2025-12-312026-01-20 VNQ VANGUARD INDEX FDS38.0K shares2.33%2025-12-312026-01-20 XOM EXXON MOBIL CORP26.2K shares2.45%2025-12-312026-01-20 CRM SALESFORCE INC11.6K shares180.17%2025-12-312026-01-20 TDG TRANSDIGM GROUP INC2.0K shares0.05%2025-12-312026-01-20 CSCO CISCO SYS INC34.5K shares92.08%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP24.2K shares1.81%2025-12-312026-01-20 PEP PEPSICO INC16.6K shares-2.89%2025-12-312026-01-20 ACWI ISHARES TR16.8K shares-2.74%2025-12-312026-01-20 EAGG ISHARES TR46.0K shares90.18%2025-12-312026-01-20 TSLA TESLA INC4.9K shares-5.01%2025-12-312026-01-20 EEM ISHARES TR39.8K shares0.52%2025-12-312026-01-20 QCOM QUALCOMM INC12.6K shares3.07%2025-12-312026-01-20 AOM ISHARES TR45.2K shares0.00%2025-12-312026-01-20 ABBV ABBVIE INC9.4K shares2.24%2025-12-312026-01-20 V VISA INC6.0K shares25.97%2025-12-312026-01-20 ABT ABBOTT LABS16.7K shares-1.85%2025-12-312026-01-20 DGRO ISHARES TR30.2K shares127.88%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR79.7K shares2.41%2025-12-312026-01-20 WFC WELLS FARGO CO NEW21.8K shares0.44%2025-12-312026-01-20 SDY SPDR SERIES TRUST14.6K shares-6.50%2025-12-312026-01-20 MA MASTERCARD INCORPORATED3.5K shares10.41%2025-12-312026-01-20 SHV ISHARES TR17.9K shares-4.77%2025-12-312026-01-20 BAC BANK AMERICA CORP35.9K shares8.44%2025-12-312026-01-20 COST COSTCO WHSL CORP NEW2.2K shares9.26%2025-12-312026-01-20 VNQI VANGUARD INTL EQUITY INDEX F41.4K shares-0.35%2025-12-312026-01-20 MDY SPDR S&P MIDCAP 400 ETF TR3.1K shares-3.04%2025-12-312026-01-20 IWP ISHARES TR13.8K shares11.84%2025-12-312026-01-20 CVX CHEVRON CORP NEW12.2K shares-8.54%2025-12-312026-01-20 ESML ISHARES TR40.3K sharesnew addition2025-12-312026-01-20 VYM VANGUARD WHITEHALL FDS12.9K shares10.85%2025-12-312026-01-20 AXP AMERICAN EXPRESS CO4.8K shares9.89%2025-12-312026-01-20 LOW LOWES COS INC7.3K shares3.23%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS5.9K shares30.32%2025-12-312026-01-20 RTX RTX CORPORATION9.5K shares0.60%2025-12-312026-01-20 HD HOME DEPOT INC5.0K shares-10.03%2025-12-312026-01-20 VO VANGUARD INDEX FDS5.9K shares72.58%2025-12-312026-01-20 SCHV SCHWAB STRATEGIC TR55.8K shares10.51%2025-12-312026-01-20 HYG ISHARES TR20.4K shares100.41%2025-12-312026-01-20 SDG ISHARES TR19.0K shares86.43%2025-12-312026-01-20 AMGN AMGEN INC4.7K shares5.85%2025-12-312026-01-20 HYMB SPDR SERIES TRUST60.4K sharesnew addition2025-12-312026-01-20 UNP UNION PAC CORP6.5K shares1.78%2025-12-312026-01-20 DIS DISNEY WALT CO13.2K shares0.23%2025-12-312026-01-20 WMT WALMART INC13.2K shares10.94%2025-12-312026-01-20 CAT CATERPILLAR INC2.5K shares2.46%2025-12-312026-01-20 VBK VANGUARD INDEX FDS4.7K shares4.23%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE4.5K shares7.91%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR9.3K shares154.72%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN5.1K shares2.94%2025-12-312026-01-20 EEMV ISHARES INC20.2K shares-0.23%2025-12-312026-01-20 DIHP DIMENSIONAL ETF TRUST39.9K shares0.00%2025-12-312026-01-20 NFLX NETFLIX INC13.4K shares858.76%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR45.7K shares13.82%2025-12-312026-01-20 PAYX PAYCHEX INC11.1K shares-1.16%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR37.7K shares23.00%2025-12-312026-01-20 IWO ISHARES TR3.8K shares9.29%2025-12-312026-01-20 COF CAPITAL ONE FINL CORP5.0K shares20.52%2025-12-312026-01-20 LQD ISHARES TR10.8K shares-1.02%2025-12-312026-01-20 MGK VANGUARD WORLD FD2.9K shares303.64%2025-12-312026-01-20 AOA ISHARES TR13.2K shares3.19%2025-12-312026-01-20 MMM 3M CO7.2K shares2.47%2025-12-312026-01-20 TT TRANE TECHNOLOGIES PLC2.9K shares-17.66%2025-12-312026-01-20 GLD SPDR GOLD TR2.7K shares1.66%2025-12-312026-01-20 DHR DANAHER CORPORATION4.5K shares8.86%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC3.0K shares-1.63%2025-12-312026-01-20 SPG SIMON PPTY GROUP INC NEW5.4K shares1.72%2025-12-312026-01-20 MPC MARATHON PETE CORP6.0K shares-9.38%2025-12-312026-01-20 LLY ELI LILLY & CO902 shares59.08%2025-12-312026-01-20 BN BROOKFIELD CORP20.8K sharesnew addition2025-12-312026-01-20 KO COCA COLA CO13.7K shares7.38%2025-12-312026-01-20 USB US BANCORP DEL17.7K shares-0.88%2025-12-312026-01-20 SLGN SILGAN HLDGS INC23.2K shares0.11%2025-12-312026-01-20 VGSH VANGUARD SCOTTSDALE FDS15.8K shares-0.62%2025-12-312026-01-20 IVE ISHARES TR4.3K shares2.44%2025-12-312026-01-20 QSR RESTAURANT BRANDS INTL INC13.1K shares0.15%2025-12-312026-01-20 DVY ISHARES TR6.3K shares0.00%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC998 shares13.93%2025-12-312026-01-20 AMAT APPLIED MATLS INC3.3K shares8.22%2025-12-312026-01-20 TMO THERMO FISHER SCIENTIFIC INC1.4K shares-12.80%2025-12-312026-01-20 QEMM SPDR INDEX SHS FDS12.1K shares0.00%2025-12-312026-01-20 IJT ISHARES TR5.7K shares15.34%2025-12-312026-01-20 HDV ISHARES TR6.4K shares3.84%2025-12-312026-01-20 VXF VANGUARD INDEX FDS3.7K shares-36.48%2025-12-312026-01-20 ESGU ISHARES TR5.1K shares1.26%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR31.6K shares15.76%2025-12-312026-01-20 ESGD ISHARES TR7.9K sharesnew addition2025-12-312026-01-20 IONQ IONQ INC16.2K sharesnew addition2025-12-312026-01-20 VT VANGUARD INTL EQUITY INDEX F5.1K shares-4.82%2025-12-312026-01-20 PFE PFIZER INC28.6K shares2.15%2025-12-312026-01-20 KMI KINDER MORGAN INC DEL25.6K shares6.74%2025-12-312026-01-20 RDIV INVESCO EXCH TRADED FD TR II13.4K shares0.00%2025-12-312026-01-20 FDX FEDEX CORP2.4K shares10.05%2025-12-312026-01-20 VOE VANGUARD INDEX FDS3.8K shares4.82%2025-12-312026-01-20 VXUS VANGUARD STAR FDS9.0K shares-74.37%2025-12-312026-01-20 BBH VANECK ETF TRUST3.6K shares-3.76%2025-12-312026-01-20 SPYM SPDR SERIES TRUST8.4K shares47.88%2025-12-312026-01-20 VOT VANGUARD INDEX FDS2.4K shares0.00%2025-12-312026-01-20 VGIT VANGUARD SCOTTSDALE FDS11.2K shares-16.72%2025-12-312026-01-20 BBH TR BBH TR41.0K sharesnew addition2025-12-312026-01-20 DUHP DIMENSIONAL ETF TRUST17.3K shares0.00%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC8.0K shares3.96%2025-12-312026-01-20 IUSB ISHARES TR14.0K shares-1.05%2025-12-312026-01-20 MS MORGAN STANLEY3.5K shares12.85%2025-12-312026-01-20 HBAN HUNTINGTON BANCSHARES INC36.0K shares0.94%2025-12-312026-01-20 GEV GE VERNOVA INC953 shares18.39%2025-12-312026-01-20 PVLA PALVELLA THERAPEUTICS INC NE5.9K shares0.00%2025-12-312026-01-20 MCD MCDONALDS CORP1.8K shares2.07%2025-12-312026-01-20 IDV ISHARES TR13.7K shares0.00%2025-12-312026-01-20 FROG JFROG LTD8.6K shares-26.80%2025-12-312026-01-20 VOOG VANGUARD ADMIRAL FDS INC1.2K shares8.42%2025-12-312026-01-20 IJJ ISHARES TR4.0K shares0.00%2025-12-312026-01-20 VAW VANGUARD WORLD FD2.5K shares8.43%2025-12-312026-01-20 ACLX ARCELLX INC7.9K sharesnew addition2025-12-312026-01-20 BMY BRISTOL-MYERS SQUIBB CO9.6K shares53.99%2025-12-312026-01-20 SCHP SCHWAB STRATEGIC TR19.4K sharesnew addition2025-12-312026-01-20 CMCSA COMCAST CORP NEW17.0K shares-0.02%2025-12-312026-01-20 AVUS AMERICAN CENTY ETF TR4.5K shares0.00%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR17.5K shares37.20%2025-12-312026-01-20 TIP ISHARES TR4.4K shares2.22%2025-12-312026-01-20 NOW SERVICENOW INC3.1K shares468.97%2025-12-312026-01-20 NOBL PROSHARES TR4.6K shares-2.10%2025-12-312026-01-20 TFC TRUIST FINL CORP9.7K shares2.30%2025-12-312026-01-20 ESAB ESAB CORPORATION4.3K shares0.78%2025-12-312026-01-20 QUAL ISHARES TR2.4K shares12.52%2025-12-312026-01-20 DE DEERE & CO1.0K shares0.10%2025-12-312026-01-20 PCH POTLATCHDELTIC CORPORATION11.8K sharesnew addition2025-12-312026-01-20 IWS ISHARES TR3.3K shares33.10%2025-12-312026-01-20 SPSB SPDR SERIES TRUST15.0K sharesnew addition2025-12-312026-01-20 TOTL SSGA ACTIVE ETF TR11.3K sharesnew addition2025-12-312026-01-20 INTC INTEL CORP12.2K shares0.10%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC2.4K shares31.89%2025-12-312026-01-20 SOXX ISHARES TR1.5K shares0.00%2025-12-312026-01-20 WM WASTE MGMT INC DEL2.0K shares21.64%2025-12-312026-01-20 DIA SPDR DOW JONES INDL AVERAGE917 shares20.98%2025-12-312026-01-20 SCHM SCHWAB STRATEGIC TR14.1K shares-31.30%2025-12-312026-01-20 DOCU DOCUSIGN INC6.2K shares-38.78%2025-12-312026-01-20 AVDE AMERICAN CENTY ETF TR5.1K shares-8.22%2025-12-312026-01-20 EFG ISHARES TR3.7K shares93.86%2025-12-312026-01-20 SBUX STARBUCKS CORP4.9K shares0.58%2025-12-312026-01-20 ESGE ISHARES INC9.3K sharesnew addition2025-12-312026-01-20 GSK PLC GSK PLC8.2K shares2.31%2025-12-312026-01-20 MCK MCKESSON CORP488 shares25.13%2025-12-312026-01-20 ECL ECOLAB INC1.5K shares0.80%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS5.0K shares-13.60%2025-12-312026-01-20 SO SOUTHERN CO4.5K sharesnew addition2025-12-312026-01-20 VTWO VANGUARD SCOTTSDALE FDS3.9K sharesnew addition2025-12-312026-01-20 JEF JEFFERIES FINL GROUP INC6.1K shares1.25%2025-12-312026-01-20 PH PARKER-HANNIFIN CORP431 shares-2.71%2025-12-312026-01-20 ILCG ISHARES TR3.6K shares-2.32%2025-12-312026-01-20 BKNG BOOKING HOLDINGS INC69 shares35.29%2025-12-312026-01-20 REET ISHARES TR14.7K shares-5.46%2025-12-312026-01-20 NVS NOVARTIS AG2.6K shares38.26%2025-12-312026-01-20 IGSB ISHARES TR6.8K shares2.27%2025-12-312026-01-20 COP CONOCOPHILLIPS3.8K shares13.79%2025-12-312026-01-20 CB CHUBB LIMITED1.1K shares36.57%2025-12-312026-01-20 RLJ-PA RLJ LODGING TR14.0K shares0.00%2025-12-312026-01-20 SCHZ SCHWAB STRATEGIC TR14.9K shares-11.61%2025-12-312026-01-20 TMUS T-MOBILE US INC1.7K shares14.15%2025-12-312026-01-20 NUEM NUSHARES ETF TR9.6K shares0.00%2025-12-312026-01-20 BA BOEING CO1.6K shares23.11%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS7.6K sharesnew addition2025-12-312026-01-20 VGK VANGUARD INTL EQUITY INDEX F4.0K shares22.17%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC8.2K shares18.54%2025-12-312026-01-20 VCSH VANGUARD SCOTTSDALE FDS4.2K shares-1.51%2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC1.3K shares11.43%2025-12-312026-01-20 GLDM WORLD GOLD TR3.8K sharesnew addition2025-12-312026-01-20 RWX SPDR INDEX SHS FDS11.7K shares0.00%2025-12-312026-01-20 AOK ISHARES TR8.1K shares0.00%2025-12-312026-01-20 AVEM AMERICAN CENTY ETF TR4.1K shares0.00%2025-12-312026-01-20 VHT VANGUARD WORLD FD1.1K shares18.82%2025-12-312026-01-20 REGN REGENERON PHARMACEUTICALS399 sharesnew addition2025-12-312026-01-20 NEE NEXTERA ENERGY INC3.8K shares-7.90%2025-12-312026-01-20 WY WEYERHAEUSER CO MTN BE12.9K sharesnew addition2025-12-312026-01-20 STRL STERLING INFRASTRUCTURE INC1.0K shares0.00%2025-12-312026-01-20 QLC FLEXSHARES TR3.8K shares0.00%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2025-12-312026-01-20 RWR SPDR SERIES TRUST3.0K shares0.00%2025-12-312026-01-20 XLU SELECT SECTOR SPDR TR7.0K shares119.75%2025-12-312026-01-20 EWL ISHARES INC4.9K sharesnew addition2025-12-312026-01-20 HON HONEYWELL INTL INC1.5K shares7.40%2025-12-312026-01-20 SPDN DIREXION SHS ETF TR29.8K shares0.00%2025-12-312026-01-20 ENB ENBRIDGE INC5.8K shares6.49%2025-12-312026-01-20 MET METLIFE INC3.4K shares6.66%2025-12-312026-01-20 ICE INTERCONTINENTAL EXCHANGE IN1.6K shares17.02%2025-12-312026-01-20 AIG AMERICAN INTL GROUP INC3.1K shares-2.15%2025-12-312026-01-20 BCAL CALIFORNIA BANCORP13.9K shares0.00%2025-12-312026-01-20 GWX SPDR INDEX SHS FDS6.3K shares0.00%2025-12-312026-01-20 NFG NATIONAL FUEL GAS CO3.2K shares6.20%2025-12-312026-01-20 VTEC VANGUARD CALIF TAX FREE FDS2.5K shares0.00%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC1.6K shares14.16%2025-12-312026-01-20 NVO NOVO-NORDISK A S4.9K shares0.12%2025-12-312026-01-20 VONG VANGUARD SCOTTSDALE FDS2.0K shares0.00%2025-12-312026-01-20 LINDE PLC LINDE PLC569 shares11.79%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR2.4K shares-15.48%2025-12-312026-01-20 URTH ISHARES INC1.3K sharesnew addition2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP498 shares-24.43%2025-12-312026-01-20 VPL VANGUARD INTL EQUITY INDEX F2.6K sharesnew addition2025-12-312026-01-20 AZN ASTRAZENECA PLC2.6K sharesnew addition2025-12-312026-01-20 CHTR CHARTER COMMUNICATIONS INC N1.1K shares1.89%2025-12-312026-01-20 ASML ASML HOLDING N V220 sharesnew addition2025-12-312026-01-20 BEP BROOKFIELD RENEWABLE PARTNER8.6K shares0.00%2025-12-312026-01-20 RSPT INVESCO EXCHANGE TRADED FD T5.0K sharesnew addition2025-12-312026-01-20 FNDX SCHWAB STRATEGIC TR8.2K shares0.00%2025-12-312026-01-20 SLB SLB LIMITED5.7K sharesnew addition2025-12-312026-01-20 ETFS GOLD TR ETFS GOLD TR5.2K sharesnew addition2025-12-312026-01-20 INTU INTUIT317 shares2.26%2025-12-312026-01-20 IYW ISHARES TR1.0K shares0.00%2025-12-312026-01-20 XLV SELECT SECTOR SPDR TR1.3K sharesnew addition2025-12-312026-01-20 CENCORA INC CENCORA INC603 sharesnew addition2025-12-312026-01-20 KKR & CO INC KKR & CO INC1.6K sharesnew addition2025-12-312026-01-20 XERS XERIS BIOPHARMA HOLDINGS INC20.0K shares0.00%2025-12-312026-01-20 NOK NOKIA CORP23.2K shares0.73%2025-12-312026-01-20 ABEV AMBEV SA25.1K shares0.59%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available