The Analysis of Litman Gregory Wealth Management LLC's Holdings
Currently, Litman Gregory Wealth Management LLC holds 356 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in AGG (+151.0K shares, valued at $15.1M), N/A (+708.6K shares, valued at $11.4M), CB (+12.9K shares, valued at $4.0M); decreased their positions in N/A (-21.3K shares, valued at $13.3M), IVV (-6.5K shares, valued at $4.5M), VEA (-54.6K shares, valued at $3.4M); initiated new positions in N/A (+708.6K shares, valued at $11.4M), CB (+12.9K shares, valued at $4.0M), LLY (+250 shares, valued at $268.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR220.5K shares-2.88%2025-12-312026-02-12
VEA VANGUARD TAX-MANAGED FDS1.6M shares-3.33%2025-12-312026-02-12 IDEV ISHARES TR1.2M shares-1.53%2025-12-312026-02-12 VTI VANGUARD INDEX FDS249.7K shares-1.75%2025-12-312026-02-12 IEMG ISHARES INC670.5K shares-3.67%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F751.0K shares-3.75%2025-12-312026-02-12 IJH ISHARES TR604.3K shares-3.91%2025-12-312026-02-12 DGRO ISHARES TR503.0K shares1.26%2025-12-312026-02-12 VO VANGUARD INDEX FDS108.3K shares-0.58%2025-12-312026-02-12 DBMF LITMAN GREGORY FDS TR1.1M shares-3.61%2025-12-312026-02-12 AAPL APPLE INC114.3K shares-1.94%2025-12-312026-02-12 BND VANGUARD BD INDEX FDS286.0K shares16.94%2025-12-312026-02-12 VONE VANGUARD SCOTTSDALE FDS66.0K shares-1.45%2025-12-312026-02-12 ALPHABET INC ALPHABET INC63.8K shares-3.11%2025-12-312026-02-12 MSFT MICROSOFT CORP39.8K shares-0.08%2025-12-312026-02-12 META META PLATFORMS INC28.9K shares13.56%2025-12-312026-02-12 ITOT ISHARES TR122.2K shares-2.75%2025-12-312026-02-12 IWM ISHARES TR70.3K shares-6.12%2025-12-312026-02-12 AGG ISHARES TR165.6K shares1033.75%2025-12-312026-02-12 V VISA INC46.8K shares-1.18%2025-12-312026-02-12 SPSB SPDR SERIES TRUST538.9K shares-9.66%2025-12-312026-02-12 ALPHABET INC ALPHABET INC51.9K shares-4.12%2025-12-312026-02-12 EFA ISHARES TR164.5K shares-10.86%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD51.2K shares-1.40%2025-12-312026-02-12 VOTE TCW ETF TRUST176.2K shares-2.83%2025-12-312026-02-12 IJR ISHARES TR112.0K shares-2.07%2025-12-312026-02-12 BKNG BOOKING HOLDINGS INC2.5K shares3.80%2025-12-312026-02-12 ESGD ISHARES TR126.4K shares-1.80%2025-12-312026-02-12 BBH TR BBH TR708.6K sharesnew addition2025-12-312026-02-12 PYPL PAYPAL HLDGS INC190.3K shares-2.86%2025-12-312026-02-12 MSI MOTOROLA SOLUTIONS INC27.8K shares2.03%2025-12-312026-02-12 EW EDWARDS LIFESCIENCES CORP123.8K shares-7.00%2025-12-312026-02-12 VTWO VANGUARD SCOTTSDALE FDS103.5K shares-2.99%2025-12-312026-02-12 TSCO TRACTOR SUPPLY CO203.7K shares-0.07%2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS39.8K shares0.45%2025-12-312026-02-12 TOTL SSGA ACTIVE ETF TR176.0K shares-8.81%2025-12-312026-02-12 IWB ISHARES TR18.8K shares-19.10%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR10.0K shares-0.07%2025-12-312026-02-12 MGK VANGUARD WORLD FD16.2K shares0.00%2025-12-312026-02-12 CPRT COPART INC170.1K shares0.74%2025-12-312026-02-12 SPGI S&P GLOBAL INC12.7K shares-0.03%2025-12-312026-02-12 ESML ISHARES TR134.7K shares-5.20%2025-12-312026-02-12 IEF ISHARES TR64.2K shares-1.59%2025-12-312026-02-12 XJH ISHARES TR135.9K shares1.24%2025-12-312026-02-12 CDW CDW CORP39.1K shares-3.46%2025-12-312026-02-12 DSI ISHARES TR40.1K shares-3.43%2025-12-312026-02-12 URI UNITED RENTALS INC6.0K shares0.23%2025-12-312026-02-12 ORLY OREILLY AUTOMOTIVE INC49.4K shares1.00%2025-12-312026-02-12 UNH UNITEDHEALTH GROUP INC12.3K shares-24.64%2025-12-312026-02-12 CB CHUBB LIMITED12.9K sharesnew addition2025-12-312026-02-12 VTV VANGUARD INDEX FDS19.4K shares1.82%2025-12-312026-02-12 AMZN AMAZON COM INC15.6K shares279.03%2025-12-312026-02-12 ESGE ISHARES INC74.7K shares-4.68%2025-12-312026-02-12 IEFA ISHARES TR29.0K shares-3.21%2025-12-312026-02-12 IWR ISHARES TR25.7K shares0.00%2025-12-312026-02-12 NVDA NVIDIA CORPORATION13.0K shares420.20%2025-12-312026-02-12 ZTS ZOETIS INC17.7K shares-41.51%2025-12-312026-02-12 ODFL OLD DOMINION FREIGHT LINE IN14.1K shares-50.76%2025-12-312026-02-12 IUSG ISHARES TR12.3K shares-0.60%2025-12-312026-02-12 SUSA ISHARES TR14.7K shares-0.51%2025-12-312026-02-12 VEU VANGUARD INTL EQUITY INDEX F27.7K shares-0.17%2025-12-312026-02-12 IWD ISHARES TR7.9K shares8.06%2025-12-312026-02-12 SCHP SCHWAB STRATEGIC TR61.6K shares-20.56%2025-12-312026-02-12 CGDV CAPITAL GROUP DIVIDEND VALUE34.6K shares-0.46%2025-12-312026-02-12 OEF ISHARES TR4.4K shares-9.50%2025-12-312026-02-12 URTH ISHARES INC7.9K shares-14.99%2025-12-312026-02-12 NUBD NUSHARES ETF TR64.2K shares35.00%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS16.0K shares-0.68%2025-12-312026-02-12 EEM ISHARES TR25.1K shares-0.96%2025-12-312026-02-12 IUSV ISHARES TR13.3K shares0.76%2025-12-312026-02-12 IYG ISHARES TR14.4K shares0.00%2025-12-312026-02-12 HDV ISHARES TR10.2K shares0.00%2025-12-312026-02-12 USHY ISHARES TR33.0K shares-0.47%2025-12-312026-02-12 USB US BANCORP DEL22.9K shares-6.72%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.3.7K shares-1.50%2025-12-312026-02-12 PFE PFIZER INC44.4K shares0.00%2025-12-312026-02-12 AEP AMERICAN ELEC PWR CO INC8.3K shares0.00%2025-12-312026-02-12 ADP AUTOMATIC DATA PROCESSING IN3.7K shares0.00%2025-12-312026-02-12 GLD SPDR GOLD TR2.0K shares0.00%2025-12-312026-02-12 FNDE SCHWAB STRATEGIC TR22.0K shares-0.87%2025-12-312026-02-12 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F5.2K shares3.40%2025-12-312026-02-12 JAVA J P MORGAN EXCHANGE TRADED F9.8K shares-8.24%2025-12-312026-02-12 IYW ISHARES TR3.3K shares0.00%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST9.0K shares0.00%2025-12-312026-02-12 FNDB SCHWAB STRATEGIC TR22.4K shares-0.41%2025-12-312026-02-12 FNDX SCHWAB STRATEGIC TR21.4K shares0.00%2025-12-312026-02-12 IVW ISHARES TR4.7K shares-4.90%2025-12-312026-02-12 IEUR ISHARES TR8.1K shares0.00%2025-12-312026-02-12 SCHA SCHWAB STRATEGIC TR19.6K shares-5.93%2025-12-312026-02-12 PYLD PIMCO ETF TR19.5K shares90.32%2025-12-312026-02-12 DVY ISHARES TR3.7K shares8.38%2025-12-312026-02-12 MDY SPDR S&P MIDCAP 400 ETF TR852 shares0.00%2025-12-312026-02-12 T AT&T INC20.2K shares0.00%2025-12-312026-02-12 KMB KIMBERLY-CLARK CORP4.9K shares0.00%2025-12-312026-02-12 KFY KORN FERRY7.5K shares0.00%2025-12-312026-02-12 DWM WISDOMTREE TR7.0K shares0.00%2025-12-312026-02-12 XLE SELECT SECTOR SPDR TR10.1K shares100.00%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC10.7K shares8.32%2025-12-312026-02-12 DBEU DBX ETF TR9.1K shares0.00%2025-12-312026-02-12 CSQ CALAMOS STRATEGIC TOTAL RETU22.5K shares0.00%2025-12-312026-02-12 GNR SPDR INDEX SHS FDS6.8K shares0.00%2025-12-312026-02-12 BMY BRISTOL-MYERS SQUIBB CO7.5K shares0.00%2025-12-312026-02-12 VB VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-12 BSV VANGUARD BD INDEX FDS5.1K shares0.00%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR13.9K shares0.00%2025-12-312026-02-12 DFIV DIMENSIONAL ETF TRUST7.3K shares-10.21%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-12-312026-02-12 PROSHARES TR PROSHARES TR9.5K shares1.33%2025-12-312026-02-12 FSLR FIRST SOLAR INC1.3K shares-8.77%2025-12-312026-02-12 IWF ISHARES TR706 shares-28.76%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON1.6K shares0.00%2025-12-312026-02-12 EAGG ISHARES TR6.9K shares-11.80%2025-12-312026-02-12 DFAS DIMENSIONAL ETF TRUST4.7K shares-29.99%2025-12-312026-02-12 SCHO SCHWAB STRATEGIC TR12.9K shares0.00%2025-12-312026-02-12 VGK VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2025-12-312026-02-12 WMT WALMART INC2.7K shares0.00%2025-12-312026-02-12 MCD MCDONALDS CORP976 shares0.00%2025-12-312026-02-12 ALLW SSGA ACTIVE TR10.8K shares19.32%2025-12-312026-02-12 MMC MARSH & MCLENNAN COS INC1.6K shares0.00%2025-12-312026-02-12 ESGU ISHARES TR1.9K shares-44.10%2025-12-312026-02-12 TD TORONTO DOMINION BK ONT3.0K shares0.00%2025-12-312026-02-12 TPL TEXAS PACIFIC LAND CORPORATI975 shares93.07%2025-12-312026-02-12 SHY ISHARES TR3.4K shares18.37%2025-12-312026-02-12 EMXC ISHARES INC3.7K shares-4.83%2025-12-312026-02-12 LLY ELI LILLY & CO250 sharesnew addition2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC1.2K shares-38.75%2025-12-312026-02-12 XLP SELECT SECTOR SPDR TR3.3K shares5.62%2025-12-312026-02-12 IVE ISHARES TR1.2K shares0.00%2025-12-312026-02-12 MO ALTRIA GROUP INC4.3K shares0.00%2025-12-312026-02-12 VTEB VANGUARD MUN BD FDS4.6K shares0.00%2025-12-312026-02-12 HYG ISHARES TR2.9K shares0.00%2025-12-312026-02-12 FNDF SCHWAB STRATEGIC TR5.0K shares0.00%2025-12-312026-02-12 VXF VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-02-12 RTX RTX CORPORATION1.2K sharesnew addition2025-12-312026-02-12 FLXR TCW ETF TRUST5.2K shares0.00%2025-12-312026-02-12 VBR VANGUARD INDEX FDS971 shares0.00%2025-12-312026-02-12 VUG VANGUARD INDEX FDS416 sharesnew addition2025-12-312026-02-12 XOM EXXON MOBIL CORP1.6K shares-14.81%2025-12-312026-02-12 NTAP NETAPP INC1.8K sharesnew addition2025-12-312026-02-12 AXP AMERICAN EXPRESS CO525 sharesnew addition2025-12-312026-02-12 SCHD SCHWAB STRATEGIC TR7.0K shares-32.19%2025-12-312026-02-12 PEP PEPSICO INC1.3K shares-27.78%2025-12-312026-02-12 FNDA SCHWAB STRATEGIC TR5.7K sharesnew addition2025-12-312026-02-12 AEE AMEREN CORP1.8K sharesnew addition2025-12-312026-02-12 ED CONSOLIDATED EDISON INC1.8K sharesnew addition2025-12-312026-02-12 KMI KINDER MORGAN INC DEL6.2K sharesnew addition2025-12-312026-02-12 MFC MANULIFE FINL CORP4.5K sharesnew addition2025-12-312026-02-12 LOW LOWES COS INC658 sharesnew addition2025-12-312026-02-12 COST COSTCO WHSL CORP NEW184 sharesnew addition2025-12-312026-02-12 SBUX STARBUCKS CORP1.8K sharesnew addition2025-12-312026-02-12 ADI ANALOG DEVICES INC539 sharesnew addition2025-12-312026-02-12 ISCB ISHARES TR2.2K sharesnew addition2025-12-312026-02-12 DMXF ISHARES TR1.8K sharesnew addition2025-12-312026-02-12 BIV VANGUARD BD INDEX FDS1.8K sharesnew addition2025-12-312026-02-12 UNILEVER PLC UNILEVER PLC2.0K sharesnew addition2025-12-312026-02-12 JPEM J P MORGAN EXCHANGE TRADED F2.2K sharesnew addition2025-12-312026-02-12 WTMF WISDOMTREE TR3.5K sharesnew addition2025-12-312026-02-12 VGT VANGUARD WORLD FD175 sharesnew addition2025-12-312026-02-12 AFL AFLAC INC1.2K sharesnew addition2025-12-312026-02-12 ABT ABBOTT LABS1.0K sharesnew addition2025-12-312026-02-12 VOE VANGUARD INDEX FDS725 sharesnew addition2025-12-312026-02-12 PM PHILIP MORRIS INTL INC763 sharesnew addition2025-12-312026-02-12 IYK ISHARES TR1.8K sharesnew addition2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC208 sharesnew addition2025-12-312026-02-12 UNP UNION PAC CORP500 sharesnew addition2025-12-312026-02-12 POOL POOL CORP500 shares-95.41%2025-12-312026-02-12 PANW PALO ALTO NETWORKS INC600 sharesnew addition2025-12-312026-02-12 FDL FIRST TR EXCHANGE-TRADED FD2.5K sharesnew addition2025-12-312026-02-12 BA BOEING CO500 sharesnew addition2025-12-312026-02-12 JPIE J P MORGAN EXCHANGE TRADED F2.2K shares-61.89%2025-12-312026-02-12 QUAL ISHARES TR515 sharesnew addition2025-12-312026-02-12 CMDT PIMCO ETF TR3.7K sharesnew addition2025-12-312026-02-12 S SENTINELONE INC6.8K sharesnew addition2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR690 sharesnew addition2025-12-312026-02-12 LHX L3HARRIS TECHNOLOGIES INC321 sharesnew addition2025-12-312026-02-12 NUSC NUSHARES ETF TR2.0K sharesnew addition2025-12-312026-02-12 KKR & CO INC KKR & CO INC694 sharesnew addition2025-12-312026-02-12 ITW ILLINOIS TOOL WKS INC357 sharesnew addition2025-12-312026-02-12 BLACKROCK INC BLACKROCK INC81 sharesnew addition2025-12-312026-02-12 CVX CHEVRON CORP NEW564 sharesnew addition2025-12-312026-02-12 MUB ISHARES TR800 sharesnew addition2025-12-312026-02-12 KHC KRAFT HEINZ CO3.5K sharesnew addition2025-12-312026-02-12 CSCO CISCO SYS INC1.1K sharesnew addition2025-12-312026-02-12 MET METLIFE INC1.1K sharesnew addition2025-12-312026-02-12 EFG ISHARES TR723 sharesnew addition2025-12-312026-02-12 VFH VANGUARD WORLD FD600 sharesnew addition2025-12-312026-02-12 TSI TCW STRATEGIC INCOME FD INC16.2K shares0.00%2025-12-312026-02-12 VBK VANGUARD INDEX FDS261 sharesnew addition2025-12-312026-02-12 AMGN AMGEN INC236 sharesnew addition2025-12-312026-02-12 SUSB ISHARES TR3.0K sharesnew addition2025-12-312026-02-12 LINDE PLC LINDE PLC179 sharesnew addition2025-12-312026-02-12 PAYX PAYCHEX INC651 sharesnew addition2025-12-312026-02-12 VDE VANGUARD WORLD FD572 sharesnew addition2025-12-312026-02-12 GWW WW GRAINGER INC71 sharesnew addition2025-12-312026-02-12 EMR EMERSON ELEC CO532 sharesnew addition2025-12-312026-02-12 SPMD SPDR SERIES TRUST1.2K sharesnew addition2025-12-312026-02-12 PSX PHILLIPS 66524 sharesnew addition2025-12-312026-02-12 NSC NORFOLK SOUTHN CORP231 sharesnew addition2025-12-312026-02-12 NVS NOVARTIS AG470 sharesnew addition2025-12-312026-02-12 GSLC GOLDMAN SACHS ETF TR489 sharesnew addition2025-12-312026-02-12 IYF ISHARES TR502 sharesnew addition2025-12-312026-02-12 JEPI J P MORGAN EXCHANGE TRADED F1.1K sharesnew addition2025-12-312026-02-12 MUSA MURPHY USA INC159 sharesnew addition2025-12-312026-02-12 RIVN RIVIAN AUTOMOTIVE INC3.3K sharesnew addition2025-12-312026-02-12 LDP COHEN & STEERS LTD DURATION3.0K sharesnew addition2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR1.9K sharesnew addition2025-12-312026-02-12 DELL DELL TECHNOLOGIES INC500 sharesnew addition2025-12-312026-02-12 VYM VANGUARD WHITEHALL FDS435 sharesnew addition2025-12-312026-02-12 NEE NEXTERA ENERGY INC774 sharesnew addition2025-12-312026-02-12 BAC BANK AMERICA CORP1.1K sharesnew addition2025-12-312026-02-12 QCOM QUALCOMM INC339 sharesnew addition2025-12-312026-02-12 DIS DISNEY WALT CO500 sharesnew addition2025-12-312026-02-12 TSLA TESLA INC125 sharesnew addition2025-12-312026-02-12 IWS ISHARES TR392 sharesnew addition2025-12-312026-02-12 APD AIR PRODS & CHEMS INC220 sharesnew addition2025-12-312026-02-12 VV VANGUARD INDEX FDS172 sharesnew addition2025-12-312026-02-12 HYMB SPDR SERIES TRUST2.1K sharesnew addition2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR2.2K sharesnew addition2025-12-312026-02-12 WFC WELLS FARGO CO NEW555 sharesnew addition2025-12-312026-02-12 PSQ PROSHARES TR1.7K sharesnew addition2025-12-312026-02-12 HGER HARBOR ETF TRUST2.0K sharesnew addition2025-12-312026-02-12 IWC ISHARES TR294 sharesnew addition2025-12-312026-02-12 SSNC SS&C TECHNOLOGIES HLDGS INC500 sharesnew addition2025-12-312026-02-12 IJJ ISHARES TR313 sharesnew addition2025-12-312026-02-12 EFV ISHARES TR574 sharesnew addition2025-12-312026-02-12 TCAF T ROWE PRICE ETF INC1.0K sharesnew addition2025-12-312026-02-12 UBER UBER TECHNOLOGIES INC485 sharesnew addition2025-12-312026-02-12 SHEL SHELL PLC500 sharesnew addition2025-12-312026-02-12 FELC FIDELITY COVINGTON TRUST944 sharesnew addition2025-12-312026-02-12 OKLO OKLO INC500 sharesnew addition2025-12-312026-02-12 CITIGROUP INC CITIGROUP INC295 sharesnew addition2025-12-312026-02-12 FNDC SCHWAB STRATEGIC TR746 sharesnew addition2025-12-312026-02-12 NKE NIKE INC504 sharesnew addition2025-12-312026-02-12 FDS FACTSET RESH SYS INC109 sharesnew addition2025-12-312026-02-12 LTPZ PIMCO ETF TR610 sharesnew addition2025-12-312026-02-12 GLW CORNING INC351 sharesnew addition2025-12-312026-02-12 BUSE FIRST BUSEY CORP1.3K sharesnew addition2025-12-312026-02-12 DAR DARLING INGREDIENTS INC796 sharesnew addition2025-12-312026-02-12 ABBV ABBVIE INC122 sharesnew addition2025-12-312026-02-12 CEF SPROTT ASSET MANAGEMENT LP659 sharesnew addition2025-12-312026-02-12 PG PROCTER AND GAMBLE CO178 sharesnew addition2025-12-312026-02-12 IJK ISHARES TR256 sharesnew addition2025-12-312026-02-12 SHYM BLACKROCK ETF TRUST II1.1K sharesnew addition2025-12-312026-02-12 OMFL INVESCO EXCH TRD SLF IDX FD400 sharesnew addition2025-12-312026-02-12 SCHC SCHWAB STRATEGIC TR535 sharesnew addition2025-12-312026-02-12 PWRD TCW ETF TRUST253 sharesnew addition2025-12-312026-02-12 ISCV ISHARES TR345 sharesnew addition2025-12-312026-02-12 USXF ISHARES TR407 sharesnew addition2025-12-312026-02-12 DHR DANAHER CORPORATION101 sharesnew addition2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC26 sharesnew addition2025-12-312026-02-12 ALLY ALLY FINL INC499 sharesnew addition2025-12-312026-02-12 GUNR FLEXSHARES TR447 sharesnew addition2025-12-312026-02-12 NJR NEW JERSEY RES CORP438 sharesnew addition2025-12-312026-02-12 JCI JOHNSON CTLS INTL PLC167 sharesnew addition2025-12-312026-02-12 FVD FIRST TR EXCHANGE-TRADED FD425 sharesnew addition2025-12-312026-02-12 PCRX PACIRA BIOSCIENCES INC750 sharesnew addition2025-12-312026-02-12 TXN TEXAS INSTRS INC110 sharesnew addition2025-12-312026-02-12 GQGU ADVISORS INNER CIRCLE FD III700 sharesnew addition2025-12-312026-02-12 VOOG VANGUARD ADMIRAL FDS INC38 sharesnew addition2025-12-312026-02-12 F FORD MTR CO1.3K sharesnew addition2025-12-312026-02-12 AGNC AGNC INVT CORP1.5K sharesnew addition2025-12-312026-02-12 AVY AVERY DENNISON CORP80 sharesnew addition2025-12-312026-02-12 FENI FIDELITY COVINGTON TRUST387 sharesnew addition2025-12-312026-02-12 SPEM SPDR INDEX SHS FDS300 sharesnew addition2025-12-312026-02-12 VOOV VANGUARD ADMIRAL FDS INC68 sharesnew addition2025-12-312026-02-12 KO COCA COLA CO199 sharesnew addition2025-12-312026-02-12 SHM SPDR SERIES TRUST259 sharesnew addition2025-12-312026-02-12 SCHG SCHWAB STRATEGIC TR216 sharesnew addition2025-12-312026-02-12 ETSY ETSY INC125 sharesnew addition2025-12-312026-02-12 ALC ALCON AG80 sharesnew addition2025-12-312026-02-12 BROADCOM INC BROADCOM INC15 sharesnew addition2025-12-312026-02-12 GRAL GRAIL INC50 sharesnew addition2025-12-312026-02-12 ALB ALBEMARLE CORP25 sharesnew 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