13F.
Bridgewater Advisors Inc.
13F-HR

Q4 2025

Period Dec 31, 2025Filed Jan 23, 2026View on EDGAR ↗
Positions
448
Total value
$1.54B
Top 10 concentration
42.9%
New positions
42

Exited positionsvs. Q3 2025

  • AON PLC ($7.43M)
  • SELECT SECTOR SPDR TR ($1.77M)
  • SPDR SERIES TRUST ($1.05M)
  • UNILEVER PLC ($998.93K)
  • ISHARES TR ($641.75K)
  • KKR & CO INC ($517.93K)
  • SPDR SERIES TRUST ($432.57K)
  • GARMIN LTD ($383.69K)

Holdings · 448

#Class
1
J P MORGAN EXCHANGE TRADED F
46641Q837
ULTRA SHRT ETF$94.73M6.14%1,867,988+3.3%
2
AMERICAN CENTY ETF TR
025072349
US LARGE CAP VLU$91.72M5.94%1,150,578+4.5%
3
AMERICAN CENTY ETF TR
025072885
US EQT ETF$80.33M5.21%700,712+8.2%
4
VANGUARD INDEX FDS
922908769
TOTAL STK MKT$76.24M4.94%224,852+8.0%
5
VANGUARD SCOTTSDALE FDS
92206C870
INT-TERM CORP$73.76M4.78%880,037+6.5%
6
J P MORGAN EXCHANGE TRADED F
46654Q716
ACTIVE BOND ETF$67.3M4.36%1,245,983+26.2%
7
DIMENSIONAL ETF TRUST
25434V203
INTL CORE EQT MK$52.14M3.38%1,321,376+8.0%
8
APPLE INC
037833100
COM$46.76M3.03%188,828-2.4%
9
AMERICAN CENTY ETF TR
025072703
INTL EQT ETF$43.8M2.84%511,740+6.5%
10
SPDR S&P 500 ETF TR
78462F103
TR UNIT$35.91M2.33%52,390-0.1%
11
J P MORGAN EXCHANGE TRADED F
46641Q654
ULTRA SHT MUNCPL$35.23M2.28%689,620+5.0%
12
DIMENSIONAL ETF TRUST
25434V831
US HIGH PROFITAB$34.86M2.26%912,318+8.4%
13
DIMENSIONAL ETF TRUST
25434V799
INTL CORE EQUITY$31.52M2.04%881,044-5.7%
14
MICROSOFT CORP
594918104
COM$31.03M2.01%69,863-1.1%
15
INVESCO QQQ TR
46090E103
UNIT SER 1$27.52M1.78%44,663+0.4%
16
NVIDIA CORPORATION
67066G104
COM$24.35M1.58%132,854-9.4%
17
J P MORGAN EXCHANGE TRADED F
46641Q647
MUNICIPAL ETF$23.09M1.50%455,178+32.7%
18
DIMENSIONAL ETF TRUST
25434V765
INTL HIGH PROFIT$22.61M1.47%691,006+2.4%
19
ALPHABET INC
02079K305
CAP STK CL A$22.58M1.46%68,767-0.6%
20
SPDR DOW JONES INDL AVERAGE
78467X109
UT SER 1$22.58M1.46%46,006+14.5%
21
VANGUARD NY TAX FREE FDS
92204H400
TAX EXEMPT BD$19.17M1.24%185,176+115.6%
22
AMAZON COM INC
023135106
COM$16.52M1.07%71,429+0.9%
23
META PLATFORMS INC
30303M102
CL A$15.33M0.99%25,014-6.4%
24
MARRIOTT INTL INC NEW
571903202
CL A$15.14M0.98%47,431-0.4%
25
DIMENSIONAL ETF TRUST
25434V302
EMGR CRE EQT MNG$14.23M0.92%412,340+5.6%
26
VANGUARD INTL EQUITY INDEX F
922042742
TT WRLD ST ETF$13.62M0.88%94,473+3.2%
27
DIMENSIONAL ETF TRUST
25434V500
US SMALL CAP ETF$13.28M0.86%176,396+2.1%
28
ALPHABET INC
02079K107
CAP STK CL C$13.26M0.86%40,382-1.1%
29
JPMORGAN CHASE & CO.
46625H100
COM$12.92M0.84%42,789-0.2%
30
DIMENSIONAL ETF TRUST
25434V724
US MKTWIDE VALUE$12.58M0.82%257,582-0.3%
31
VANGUARD INDEX FDS
922908363
S&P 500 ETF SHS$11.72M0.76%18,592-1.1%
32
BERKSHIRE HATHAWAY INC DEL
084670702
CL B NEW$9.01M0.58%18,616-0.0%
33
GOLDMAN SACHS GROUP INC
38141G104
COM$8.86M0.57%9,324+0.2%
34
VANGUARD SPECIALIZED FUNDS
921908844
DIV APP ETF$8.46M0.55%37,798-1.0%
35
DIMENSIONAL ETF TRUST
25434V708
US CORE EQUITY 2$8.38M0.54%206,602-2.4%
36
BERKSHIRE HATHAWAY INC DEL
084670108
CL A$7.96M0.52%11
37
EXXON MOBIL CORP
30231G102
COM$7.69M0.50%57,592-1.0%
38
MASTERCARD INCORPORATED
57636Q104
CL A$7.16M0.46%13,566-3.1%
39
AMERICAN CENTY ETF TR
025072604
AVANTIS EMGMKT$7.15M0.46%87,552-1.1%
40
KLA CORP
482480100
COM NEW$6.43M0.42%4,241-0.6%
41
MUELLER INDS INC
624756102
COM$6.35M0.41%47,439-1.0%
42
TAIWAN SEMICONDUCTOR MFG LTD
874039100
SPONSORED ADS$6.23M0.40%19,111-0.5%
43
TESLA INC
88160R101
COM$6M0.39%13,898+0.2%
44
DIMENSIONAL ETF TRUST
25434V401
US EQUITY MARKET$5.75M0.37%76,806-5.9%
45
NETFLIX INC
64110L106
COM$5.61M0.36%65,743+795.8%
46
BROADCOM INC
11135F101
COM$5.61M0.36%17,048+0.3%
47
VISA INC
92826C839
COM CL A$5.49M0.36%16,870-1.1%
48
ROCKET COS INC
77311W101
COM CL A$5.06M0.33%241,002-5.0%
49
JOHNSON & JOHNSON
478160104
COM$4.93M0.32%22,604-0.5%
50
BOOKING HOLDINGS INC
09857L108
COM$4.59M0.30%892+0.2%
51
WORLD GOLD TR
98149E303
SPDR GLD MINIS$4.39M0.28%45,958
52
ELI LILLY & CO
532457108
COM$4.25M0.28%3,941-0.4%
53
ISHARES TR
464287200
CORE S&P500 ETF$4.24M0.27%6,164+2.2%
54
CARDINAL HEALTH INC
14149Y108
COM$4.24M0.27%20,501-1.5%
55
COLGATE PALMOLIVE CO
194162103
COM$4.21M0.27%49,730-4.2%
56
DIMENSIONAL ETF TRUST
25434V823
US REAL ESTATE E$4.2M0.27%177,918-67.3%
57
SERVICENOW INC
81762P102
COM$3.92M0.25%31,283+393.3%
58
SPDR GOLD TR
78463V107
GOLD SHS$3.89M0.25%8,774-8.5%
59
ISHARES TR
464287465
MSCI EAFE ETF$3.83M0.25%38,629-0.8%
60
CUMMINS INC
231021106
COM$3.52M0.23%6,050+1.1%
61
DIMENSIONAL ETF TRUST
25434V732
EMERGING MKTS CO$3.43M0.22%97,802-1.0%
62
INTERNATIONAL BUSINESS MACHS
459200101
COM$3.28M0.21%11,032+4.4%
63
DISNEY WALT CO
254687106
COM$3.25M0.21%28,730+0.9%
64
CISCO SYS INC
17275R102
COM$3.15M0.20%42,764-0.8%
65
AMERICAN EXPRESS CO
025816109
COM$3.08M0.20%8,567+0.9%
66
APPLIED MATLS INC
038222105
COM$2.83M0.18%8,699+0.7%
67
WALMART INC
931142103
COM$2.82M0.18%23,620+4.3%
68
BLACKSTONE INC
09260D107
COM$2.68M0.17%17,279+1.9%
69
VANGUARD INDEX FDS
922908736
GROWTH ETF$2.66M0.17%5,575-2.0%
70
PROCTER AND GAMBLE CO
742718109
COM$2.66M0.17%18,679-3.7%
71
MERCK & CO INC
58933Y105
COM$2.64M0.17%23,756+1.6%
72
VANGUARD WORLD FD
92204A702
INF TECH ETF$2.56M0.17%3,414+10.7%
73
CBOE GLOBAL MKTS INC
12503M108
COM$2.47M0.16%9,061+1.9%
74
DIMENSIONAL ETF TRUST
25434V609
US TARGETED VLU$2.43M0.16%37,875
75
VANGUARD INDEX FDS
922908629
MID CAP ETF$2.42M0.16%8,087
76
BANK AMERICA CORP
060505104
COM$2.36M0.15%45,393+2.6%
77
KAYNE ANDERSON ENERGY INFRST
486606106
COM$2.33M0.15%188,933
78
HOME DEPOT INC
437076102
COM$2.24M0.15%5,833-6.1%
79
ABBVIE INC
00287Y109
COM$2.18M0.14%10,102-1.4%
80
MCDONALDS CORP
580135101
COM$2.14M0.14%7,009-0.5%
81
ISHARES TR
464288638
ISHS 5-10YR INVT$2.12M0.14%39,348
82
ESSENTIAL UTILS INC
29670G102
COM$2.09M0.14%54,604-0.1%
83
ORACLE CORP
68389X105
COM$2.07M0.13%11,905+56.6%
84
BOEING CO
097023105
COM$1.86M0.12%7,453+3.6%
85
RTX CORPORATION
75513E101
COM$1.82M0.12%9,224+1.0%
86
ASML HOLDING N V
N07059210
N Y REGISTRY SHS$1.81M0.12%1,328+4.8%
87
DXC TECHNOLOGY CO
23355L106
COM$1.78M0.12%118,919+1.8%
88
ADVANCED MICRO DEVICES INC
007903107
COM$1.72M0.11%6,890+2.1%
89
COSTCO WHSL CORP NEW
22160K105
COM$1.71M0.11%1,740+3.2%
90
MICRON TECHNOLOGY INC
595112103
COM$1.67M0.11%4,294+5.1%
91
SELECT SECTOR SPDR TR
81369Y803
STATE STREET TEC$1.66M0.11%11,566New
92
PFIZER INC
717081103
COM$1.66M0.11%65,190-1.5%
93
ROYAL BK CDA
780087102
COM$1.66M0.11%9,874+0.1%
94
VANGUARD INDEX FDS
922908744
VALUE ETF$1.66M0.11%8,339-1.0%
95
DT MIDSTREAM INC
23345M107
COMMON STOCK$1.62M0.10%13,575-4.1%
96
NOVARTIS AG
66987V109
SPONSORED ADR$1.61M0.10%11,119+1.0%
97
IES HLDGS INC
44951W106
COM$1.59M0.10%3,343
98
CATERPILLAR INC
149123101
COM$1.55M0.10%2,398+0.4%
99
THERMO FISHER SCIENTIFIC INC
883556102
COM$1.53M0.10%2,410+0.9%
100
DANAHER CORPORATION
235851102
COM$1.53M0.10%6,324+0.5%
101
UNITEDHEALTH GROUP INC
91324P102
COM$1.48M0.10%4,254-8.5%
102
ABBOTT LABS
002824100
COM$1.44M0.09%11,960-3.1%
103
VANGUARD STAR FDS
921909768
VG TL INTL STK F$1.44M0.09%18,262-1.3%
104
QUALCOMM INC
747525103
COM$1.4M0.09%8,935-14.8%
105
GE AEROSPACE
369604301
COM NEW$1.39M0.09%4,369+8.6%
106
QUANTA SVCS INC
74762E102
COM$1.39M0.09%2,954+0.2%
107
UNION PAC CORP
907818108
COM$1.37M0.09%5,964+0.3%
108
NEXTERA ENERGY INC
65339F101
COM$1.36M0.09%16,277+3.1%
109
VANGUARD INTL EQUITY INDEX F
922042874
FTSE EUROPE ETF$1.35M0.09%15,710+3.9%
110
CHEVRON CORP NEW
166764100
COM$1.34M0.09%8,027-3.1%
111
INVESCO EXCHANGE TRADED FD T
46137V837
DORSEY WRIGHT MO$1.34M0.09%10,712
112
INVESCO EXCH TRADED FD TR II
46138G649
NASDAQ 100 ETF$1.33M0.09%5,247
113
DIMENSIONAL ETF TRUST
25434V716
US SUSTAINABILTY$1.27M0.08%28,968+41.8%
114
SHOPIFY INC
82509L107
CL A SUB VTG SHS$1.25M0.08%9,025+0.8%
115
COCA COLA CO
191216100
COM$1.23M0.08%17,081+0.7%
116
3M CO
88579Y101
COM$1.21M0.08%8,081+1.0%
117
AMERICAN CENTY ETF TR
025072281
AVANTIS RESPON U$1.21M0.08%15,502+19.8%
118
INTEL CORP
458140100
COM$1.2M0.08%22,189+0.3%
119
PALANTIR TECHNOLOGIES INC
69608A108
CL A$1.2M0.08%7,232-4.9%
120
VANGUARD TAX-MANAGED FDS
921943858
VAN FTSE DEV MKT$1.18M0.08%18,107-3.3%
121
CSX CORP
126408103
COM$1.18M0.08%32,864+1.0%
122
MORGAN STANLEY
617446448
COM NEW$1.16M0.08%6,332+0.9%
123
PHILIP MORRIS INTL INC
718172109
COM$1.15M0.07%6,825+2.1%
124
US BANCORP DEL
902973304
COM NEW$1.13M0.07%20,523+6.0%
125
SPDR SERIES TRUST
78468R796
STATE STREET SPD$1.11M0.07%19,694New
126
VANGUARD CALIF TAX FREE FDS
922021605
TAX EXEMPT BD FD$1.1M0.07%10,941+37.3%
127
DIMENSIONAL ETF TRUST
25434V666
US LARGE CAP VAL$1.09M0.07%30,630+4.1%
128
INVESCO EXCHANGE TRADED FD T
46137V266
S&P500 PUR GWT$1.08M0.07%22,000
129
CITIGROUP INC
172967424
COM NEW$1.07M0.07%9,426+3.4%
130
PEPSICO INC
713448108
COM$1.07M0.07%7,690-0.1%
131
GOLD FIELDS LTD
38059T106
SPONSORED ADR$1.07M0.07%20,861+0.8%
132
TORONTO DOMINION BK ONT
891160509
COM NEW$1.07M0.07%11,380+1.6%
133
ISHARES TR
464287598
RUS 1000 VAL ETF$1.06M0.07%4,832+3.2%
134
VANGUARD INDEX FDS
922908751
SMALL CP ETF$1.06M0.07%3,824-4.4%
135
S&P GLOBAL INC
78409V104
COM$1.03M0.07%1,933-1.1%
136
SAP SE
803054204
SPON ADR$1.01M0.07%4,478-9.3%
137
CLOUDFLARE INC
18915M107
CL A COM$997.11K0.06%5,914+0.6%
138
ASTRAZENECA PLC
046353108
SPONSORED ADR$993.21K0.06%10,970+3.3%
139
ADOBE INC
00724F101
COM$982.49K0.06%3,339+13.3%
140
HENRY JACK & ASSOC INC
426281101
COM$980.41K0.06%5,300+4.5%
141
AMPHENOL CORP NEW
032095101
CL A$965.45K0.06%6,285-1.0%
142
SCHWAB STRATEGIC TR
808524102
US BRD MKT ETF$957.93K0.06%36,135+0.2%
143
ISHARES TR
464287234
MSCI EMG MKT ETF$936.3K0.06%16,071
144
ENERGY TRANSFER L P
29273V100
COM UT LTD PTN$932.41K0.06%52,828+0.0%
145
SPDR S&P MIDCAP 400 ETF TR
78467Y107
UTSER1 S&PDCRP$921.92K0.06%1,435
146
BOSTON SCIENTIFIC CORP
101137107
COM$920.81K0.06%10,051+1.2%
147
MARSH & MCLENNAN COS INC
571748102
COM$917.56K0.06%5,153-0.8%
148
ISHARES TR
464287861
EUROPE ETF$914.16K0.06%13,000
149
ISHARES INC
464286756
MSCI SWEDEN ETF$911.13K0.06%17,685-0.8%
150
UNITED RENTALS INC
911363109
COM$909.07K0.06%967+1.2%
151
FVCBANKCORP INC
36120Q101
COM$896.91K0.06%59,398-7.1%
152
RAYMOND JAMES FINL INC
754730109
COM$892K0.06%5,261+1.3%
153
DEXCOM INC
252131107
COM$890.41K0.06%12,360-0.1%
154
LOCKHEED MARTIN CORP
539830109
COM$888.07K0.06%1,515-6.9%
155
ISHARES TR
46429B499
MSCI NORWAY ETF$880.37K0.06%29,055
156
UNITED MICROELECTRONICS CORP
910873405
SPON ADR NEW$872.08K0.06%78,354+0.5%
157
ISHARES INC
464286749
MSCI SWITZERLAND$866.82K0.06%14,330
158
EATON CORP PLC
G29183103
SHS$865.08K0.06%2,560+0.7%
159
INTUIT
461202103
COM$861.28K0.06%1,641-2.3%
160
LOWES COS INC
548661107
COM$858.97K0.06%3,106-1.6%
161
AMERICAN CENTY ETF TR
025072299
AVANTIS RESPONSI$856.09K0.06%11,201+20.5%
162
AMGEN INC
031162100
COM$854.86K0.06%2,488+1.6%
163
NUCOR CORP
670346105
COM$851.42K0.06%4,816-4.7%
164
HCI GROUP INC
40416E103
COM$847.47K0.05%4,982
165
T-MOBILE US INC
872590104
COM$828.18K0.05%4,525-7.9%
166
VANGUARD INTL EQUITY INDEX F
922042775
ALLWRLD EX US$825.38K0.05%10,771+5.4%
167
AUTOMATIC DATA PROCESSING IN
053015103
COM$820.06K0.05%3,281+5.9%
168
DIMENSIONAL ETF TRUST
25434V690
INTERNATIONAL$816.61K0.05%18,471+21.1%
169
AMERICAN ELEC PWR CO INC
025537101
COM$813.55K0.05%6,888+9.7%
170
ISHARES TR
464287614
RUS 1000 GRW ETF$809.07K0.05%1,750+2.5%
171
PROGRESSIVE CORP
743315103
COM$807.42K0.05%3,977+1.9%
172
TOYOTA MOTOR CORP
892331307
ADS$803.35K0.05%3,528+1.3%
173
AT&T INC
00206R102
COM$797.98K0.05%33,957-1.2%
174
GE VERNOVA INC
36828A101
COM$797.05K0.05%1,193+4.6%
175
SCHWAB STRATEGIC TR
808524201
US LRG CAP ETF$795.56K0.05%29,378-3.3%
176
GILEAD SCIENCES INC
375558103
COM$795.02K0.05%6,158+1.1%
177
AUTOZONE INC
053332102
COM$794.84K0.05%228-0.4%
178
WOORI FINL GROUP INC
981064108
SPONSORED ADS$784.05K0.05%12,962+3.3%
179
ENTERPRISE PRODS PARTNERS L
293792107
COM$781.49K0.05%23,703+0.7%
180
ISHARES TR
46432F842
CORE MSCI EAFE$779.92K0.05%8,438
181
KB FINL GROUP INC
48241A105
SPONSORED ADR$770.69K0.05%8,106+1.9%
182
TEXAS INSTRS INC
882508104
COM$767.4K0.05%3,947+3.7%
183
ALIBABA GROUP HLDG LTD
01609W102
SPONSORED ADS$764.99K0.05%4,535-0.0%
184
VANGUARD INDEX FDS
922908538
MCAP GR IDXVIP$756.51K0.05%2,676
185
TJX COS INC NEW
872540109
COM$753.74K0.05%4,962+29.5%
186
ICICI BANK LIMITED
45104G104
ADR$745.74K0.05%25,452-1.4%
187
TAPESTRY INC
876030107
COM$743.86K0.05%5,835-0.7%
188
ISHARES TR
46429B523
MSCI DENMARK ETF$739.86K0.05%6,145
189
WASTE MGMT INC DEL
94106L109
COM$733.28K0.05%3,252+0.1%
190
BROADRIDGE FINL SOLUTIONS IN
11133T103
COM$729.15K0.05%3,561+0.4%
191
CRH PLC
G25508105
ORD$713.3K0.05%5,943+31.9%
192
CAPITAL ONE FINL CORP
14040H105
COM$712.98K0.05%3,110+1.9%
193
SCHWAB CHARLES CORP
808513105
COM$703.9K0.05%6,915+0.8%
194
SHELL PLC
780259305
SPON ADS$698.23K0.05%9,460-0.6%
195
NOVO-NORDISK A S
670100205
ADR$697.34K0.05%11,756+1.4%
196
COINBASE GLOBAL INC
19260Q107
COM CL A$697.13K0.05%3,072-7.1%
197
MFS MUN INCOME TR
552738106
SH BEN INT$696.06K0.05%127,250+21.6%
198
VANGUARD WELLINGTON FD
921935870
SHORT TRM TAX EX$693.29K0.04%6,797
199
CONSOLIDATED EDISON INC
209115104
COM$688.96K0.04%6,635+1.6%
200
UBER TECHNOLOGIES INC
90353T100
COM$686.96K0.04%8,153+20.1%
201
HSBC HLDGS PLC
404280406
SPON ADR NEW$685.18K0.04%8,238+0.6%
202
SONY GROUP CORP
835699307
SPONSORED ADR$684.09K0.04%28,889+4.0%
203
SALESFORCE INC
79466L302
COM$680.98K0.04%3,073+6.6%
204
CME GROUP INC
12572Q105
COM$677.05K0.04%2,546+0.8%
205
UBS GROUP AG
H42097107
SHS$674.01K0.04%14,205+2.8%
206
WELLS FARGO CO NEW
949746101
COM$670.59K0.04%7,787+1.7%
207
EMERSON ELEC CO
291011104
COM$661.82K0.04%4,425+1.2%
208
REPUBLIC SVCS INC
760759100
COM$660.7K0.04%3,189+1.3%
209
SHERWIN WILLIAMS CO
824348106
COM$659.49K0.04%1,959-7.2%
210
AMERICAN CENTY ETF TR
025072877
US SML CP VALU$659.3K0.04%5,988+0.6%
211
BARCLAYS PLC
06738E204
ADR$657.81K0.04%25,457+1.4%
212
MITSUBISHI UFJ FINL GROUP IN
606822104
SPONSORED ADS$654.45K0.04%35,841+3.0%
213
OREILLY AUTOMOTIVE INC
67103H107
COM$648.73K0.04%7,153+2.9%
214
SCHWAB STRATEGIC TR
808524805
INTL EQTY ETF$648.72K0.04%25,887+0.1%
215
MAMAS CREATIONS INC
56146T103
COM$646.36K0.04%43,167-0.0%
216
ACCENTURE PLC IRELAND
G1151C101
SHS CLASS A$634.09K0.04%2,259+13.6%
217
STRYKER CORPORATION
863667101
COM$629.08K0.04%1,941-0.2%
218
VERIZON COMMUNICATIONS INC
92343V104
COM$623.56K0.04%15,891+4.9%
219
VANGUARD INDEX FDS
922908637
LARGE CAP ETF$623.15K0.04%1,975
220
INFOSYS LTD
456788108
SPONSORED ADR$610.63K0.04%33,350-7.4%
221
TRAVELERS COMPANIES INC
89417E109
COM$609.9K0.04%2,253+1.1%
222
NIKE INC
654106103
CL B$606.66K0.04%9,361+5.0%
223
DUKE ENERGY CORP NEW
26441C204
COM NEW$602.91K0.04%5,499-1.8%
224
CROWDSTRIKE HLDGS INC
22788C105
CL A$601.05K0.04%1,348+9.0%
225
DELL TECHNOLOGIES INC
24703L202
CL C$598.21K0.04%5,482+2.0%
226
LINDE PLC
G54950103
SHS$589.45K0.04%1,342-0.8%
227
ISHARES TR
464288570
ESG MSCI KLD 400$586.64K0.04%4,510-0.6%
228
ASE TECHNOLOGY HLDG CO LTD
00215W100
SPONSORED ADS$584.77K0.04%30,810+4.0%
229
STARBUCKS CORP
855244109
COM$583.21K0.04%6,092-3.5%
230
CROWN CASTLE INC
22822V101
COM$581.48K0.04%9,653+1.0%
231
DEERE & CO
244199105
COM$580.12K0.04%1,132-0.7%
232
GLOBE LIFE INC
37959E102
COM$576.94K0.04%4,193-1.6%
233
CORNING INC
219350105
COM$576.46K0.04%6,506+0.3%
234
MOODYS CORP
615369105
COM$569.24K0.04%1,085
235
VANGUARD WORLD FD
921910733
ESG US STK ETF$566.73K0.04%4,690-1.3%
236
BNY MELLON STRATEGIC MUN BD
09662E109
COM$561.26K0.04%92,770
237
PARKER-HANNIFIN CORP
701094104
COM$550.54K0.04%582+2.6%
238
HARTFORD INSURANCE GROUP INC
416515104
COM$549.84K0.04%4,244+18.1%
239
SEMPRA
816851109
COM$549.23K0.04%6,474-0.3%
240
HDFC BANK LTD
40415F101
SPONSORED ADS$546.63K0.04%17,013-3.5%
241
INTUITIVE SURGICAL INC
46120E602
COM NEW$545.79K0.04%1,042+5.4%
242
UNITY SOFTWARE INC
91332U101
COM$544.45K0.04%13,224-0.6%
243
HCA HEALTHCARE INC
40412C101
COM$543.32K0.04%1,185+1.3%
244
SHINHAN FINANCIAL GROUP CO L
824596100
SPN ADR RESTRD$540.71K0.04%9,438+2.2%
245
COOPER COS INC
216648501
COM$537.25K0.03%6,609+3.8%
246
ANALOG DEVICES INC
032654105
COM$536.74K0.03%1,778+3.2%
247
NEUBERGER MUN FD INC
64124P101
COM$522.53K0.03%50,633+42.1%
248
ZILLOW GROUP INC
98954M200
CL C CAP STK$522.22K0.03%8,044-0.2%
249
AXON ENTERPRISE INC
05464C101
COM$516.27K0.03%850
250
VANGUARD BD INDEX FDS
921937835
TOTAL BND MRKT$514.16K0.03%6,935+77.2%
251
SUMITOMO MITSUI FINL GROUP I
86562M209
SPONSORED ADR$512.85K0.03%24,656+2.2%
252
MCKESSON CORP
58155Q103
COM$511.52K0.03%635+1.4%
253
HONEYWELL INTL INC
438516106
COM$509.16K0.03%2,325+1.1%
254
SPDR SERIES TRUST
78464A870
STATE STREET SPD$507.34K0.03%3,958New
255
GENERAL DYNAMICS CORP
369550108
COM$506.32K0.03%1,388
256
WIPRO LTD
97651M109
SPON ADR 1 SH$503.09K0.03%193,496+10.3%
257
AGNICO EAGLE MINES LTD
008474108
COM$502.7K0.03%2,448-3.4%
258
COMCAST CORP NEW
20030N101
CL A$497.41K0.03%17,217+33.2%
259
VERTEX PHARMACEUTICALS INC
92532F100
COM$496.32K0.03%1,076+0.7%
260
AMERICAN TOWER CORP NEW
03027X100
COM$493.01K0.03%2,965+5.7%
261
AMERICAN CENTY ETF TR
025072323
AVANTIS US SMALL$490.57K0.03%7,688-4.1%
262
CINCINNATI FINL CORP
172062101
COM$488.36K0.03%3,041+0.5%
263
SPDR INDEX SHS FDS
78470E106
MSCI EAFE FS ETF$486K0.03%9,374
264
SPDR INDEX SHS FDS
78463X475
PORTFLI MSCI GBL$482.3K0.03%6,153+1.0%
265
FIDELITY WISE ORIGIN BITCOIN
315948109
SHS$481.69K0.03%6,137+104.4%
266
PALO ALTO NETWORKS INC
697435105
COM$477.39K0.03%2,631-1.1%
267
AMERIPRISE FINL INC
03076C106
COM$475.44K0.03%960-0.2%
268
PUTNAM MANAGED MUN INCOME TR
746823103
COM$474.88K0.03%76,102
269
ISHARES TR
464287507
CORE S&P MCP ETF$474.37K0.03%6,744
270
INTERCONTINENTAL EXCHANGE IN
45866F104
COM$467.14K0.03%2,762-0.5%
271
VANGUARD INTL EQUITY INDEX F
922042858
FTSE EMR MKT ETF$466.41K0.03%8,312-3.4%
272
BANCO BILBAO VIZCAYA ARGENTA
05946K101
SPONSORED ADR$464.35K0.03%18,724+5.2%
273
PNC FINL SVCS GROUP INC
693475105
COM$462.23K0.03%2,314+0.1%
274
PROLOGIS INC.
74340W103
COM$458.86K0.03%3,499+3.3%
275
CHUBB LIMITED
H1467J104
COM$455.69K0.03%1,545+1.4%
276
CORTEVA INC
22052L104
COM$452.27K0.03%6,327+1.4%
277
CBRE GROUP INC
12504L109
CL A$450.55K0.03%2,652+1.1%
278
RELX PLC
759530108
SPONSORED ADR$446.9K0.03%11,084+2.5%
279
MONGODB INC
60937P106
CL A$445.52K0.03%1,176+1.5%
280
EXPAND ENERGY CORPORATION
165167735
COM$445.46K0.03%5,894+3.9%
281
PATRICK INDS INC
703343103
COM$444.02K0.03%3,360
282
AMERICAN WTR WKS CO INC NEW
030420103
COM$443.95K0.03%3,849+0.3%
283
SEAGATE TECHNOLOGY HLDNGS PL
G7997R103
ORD SHS$442.45K0.03%1,464+1.9%
284
SCHWAB STRATEGIC TR
808524607
US SML CAP ETF$442.05K0.03%14,324-9.0%
285
DR REDDYS LABS LTD
256135203
ADR$441.42K0.03%33,240-2.9%
286
EXPEDIA GROUP INC
30212P303
COM NEW$437.37K0.03%1,675+1.8%
287
AMERICAN INTL GROUP INC
026874784
COM NEW$434.79K0.03%6,048-15.2%
288
SOUTHERN CO
842587107
COM$429.74K0.03%5,214-4.1%
289
VANGUARD SCOTTSDALE FDS
92206C714
VNG RUS1000VAL$427.76K0.03%4,448
290
BRITISH AMERN TOB PLC
110448107
SPONSORED ADR$426.25K0.03%7,386-1.6%
291
TOAST INC
888787108
CL A$425.68K0.03%12,979-1.0%
292
NEWMONT CORP
651639106
COM$420.7K0.03%3,718-0.5%
293
ISHARES TR
464287499
RUS MID CAP ETF$415.64K0.03%4,121
294
KROGER CO
501044101
COM$414.73K0.03%6,488+0.6%
295
CAMECO CORP
13321L108
COM$412.86K0.03%3,375-1.1%
296
AUTODESK INC
052769106
COM$410.34K0.03%1,628-1.3%
297
DOLLAR TREE INC
256746108
COM$409.51K0.03%3,428-0.4%
298
KINDER MORGAN INC DEL
49456B101
COM$409.38K0.03%15,422-0.9%
299
CHUNGHWA TELECOM CO LTD
17133Q502
SPON ADR NEW11$409.12K0.03%9,665+0.5%
300
ISHARES TR
464287473
RUS MDCP VAL ETF$408.23K0.03%2,742
301
BANK NEW YORK MELLON CORP
064058100
COM$406.89K0.03%3,779+5.0%
302
BHP GROUP LTD
088606108
SPONSORED ADS$406.33K0.03%6,193+5.5%
303
ISHARES GOLD TR
464285204
ISHARES NEW$403.01K0.03%4,435-0.8%
304
VENTAS INC
92276F100
COM$399.82K0.03%6,790+2.0%
305
KINROSS GOLD CORP
496902404
COM$398.63K0.03%11,318-0.8%
306
WHEATON PRECIOUS METALS CORP
962879102
COM$398.24K0.03%2,894-1.9%
307
ALLSTATE CORP
020002101
COM$397.97K0.03%2,055
308
CONSTELLATION ENERGY CORP
21037T109
COM$396.9K0.03%1,348+1.0%
309
WESTERN DIGITAL CORP
958102105
COM$393.33K0.03%1,626+16.9%
310
SYNOPSYS INC
871607107
COM$393.13K0.03%753+3.9%
311
BRISTOL-MYERS SQUIBB CO
110122108
COM$390.31K0.03%7,162+4.8%
312
BANK MONTREAL QUE
063671101
COM$389.55K0.03%2,869
313
AFLAC INC
001055102
COM$389.02K0.03%3,623+0.7%
314
ILLINOIS TOOL WKS INC
452308109
COM$388.66K0.03%1,599+0.5%
315
REALTY INCOME CORP
756109104
COM$385.85K0.03%6,244+2.3%
316
CHENIERE ENERGY INC
16411R208
COM NEW$384.04K0.02%2,359+15.2%
317
CADENCE DESIGN SYSTEM INC
127387108
COM$383.75K0.02%1,233+3.0%
318
DIMENSIONAL ETF TRUST
25434V104
US CORE EQT MKT$381.95K0.02%8,058-4.1%
319
TARGA RES CORP
87612G101
COM$380.41K0.02%2,151-9.0%
320
ISHARES TR
464287622
RUS 1000 ETF$378K0.02%1,005
321
SOUTHERN COPPER CORP
84265V105
COM$374.82K0.02%2,036+7.6%
322
ISHARES TR
464287325
GLOB HLTHCRE ETF$374.01K0.02%3,748
323
MEDTRONIC PLC
G5960L103
SHS$371.54K0.02%3,705+10.2%
324
BANCO SANTANDER SA
05964H105
ADR$367.62K0.02%30,182+2.4%
325
EQUINIX INC
29444U700
COM$365.36K0.02%477+1.3%
326
RIO TINTO PLC
767204100
SPONSORED ADR$363.39K0.02%4,090+2.0%
327
BLACKROCK MUNIHLDGS NY QLTY
09255C106
COM$363.14K0.02%35,359
328
ISHARES TR
464288257
MSCI ACWI ETF$363.07K0.02%2,521+0.1%
329
CVS HEALTH CORP
126650100
COM$358.94K0.02%4,405+6.3%
330
FERRARI N V
N3167Y103
COM$358.42K0.02%1,049+0.2%
331
DEVON ENERGY CORP NEW
25179M103
COM$353.4K0.02%9,362+11.3%
332
MIZUHO FINANCIAL GROUP INC
60687Y109
SPONSORED ADR$349.46K0.02%41,356+6.8%
333
POSCO HOLDINGS INC
693483109
SPONSORED ADR$341.31K0.02%5,669+16.4%
334
NORTHROP GRUMMAN CORP
666807102
COM$339.27K0.02%511-0.6%
335
NETEASE INC
64110W102
SPONSORED ADS$338.25K0.02%2,571-0.1%
336
APPLOVIN CORP
03831W108
COM CL A$337.55K0.02%634-0.9%
337
DUPONT DE NEMOURS INC
26614N102
COM$329.72K0.02%7,875+0.4%
338
OMNICOM GROUP INC
681919106
COM$326.03K0.02%5,005+17.6%
339
IDEXX LABS INC
45168D104
COM$324.13K0.02%465+2.2%
340
VANGUARD SCOTTSDALE FDS
92206C649
VNG RUS2000VAL$323.16K0.02%1,854
341
HOWMET AEROSPACE INC
443201108
COM$322.43K0.02%1,443+6.5%
342
BLACKROCK N Y MUN INCOME TRU
09248L106
SH BEN INT$322.29K0.02%31,690
343
METLIFE INC
59156R108
COM$315.02K0.02%4,113+3.5%
344
WELLTOWER INC
95040Q104
COM$312.7K0.02%1,779+8.2%
345
SK TELECOM CO LTD
78440P306
SPONSORED ADR$312.62K0.02%13,388New
346
CANADIAN IMPERIAL BANK OF CO
136069101
COM$311.35K0.02%3,402+4.2%
347
MANULIFE FINL CORP
56501R106
COM$311.16K0.02%8,401+2.4%
348
WILLIAMS SONOMA INC
969904101
COM$310.83K0.02%1,460+4.5%
349
EQUIFAX INC
294429105
COM$310.83K0.02%1,466-0.9%
350
DIMENSIONAL ETF TRUST
25434V807
INTERNATNAL VAL$308.87K0.02%5,987-7.9%
351
SLB LIMITED
806857108
COM STK$306.6K0.02%6,937New
352
SOUTHWEST AIRLS CO
844741108
COM$306.59K0.02%8,013+6.1%
353
YUM BRANDS INC
988498101
COM$302.88K0.02%2,036+2.2%
354
SELECT SECTOR SPDR TR
81369Y209
STATE STREET HEA$302.75K0.02%1,913New
355
JANUS DETROIT STR TR
47103U845
HENDRSON AAA CL$302.54K0.02%5,959-18.2%
356
THOMSON REUTERS CORP
884903808
COM$301.59K0.02%2,511+0.4%
357
CONAGRA BRANDS INC
205887102
COM$301.32K0.02%18,943+10.1%
358
HUMANA INC
444859102
COM$298.66K0.02%1,103-2.5%
359
MAGNA INTL INC
559222401
COM$297.82K0.02%5,519+9.6%
360
VANGUARD WORLD FD
92204A504
HEALTH CAR ETF$297.31K0.02%1,010-5.8%
361
CANADIAN PACIFIC KANSAS CITY
13646K108
COM$296.96K0.02%4,125-2.2%
362
CARRIER GLOBAL CORPORATION
14448C104
COM$293.05K0.02%5,287+1.9%
363
CONOCOPHILLIPS
20825C104
COM$291.19K0.02%3,075-7.7%
364
SEI INVTS CO
784117103
COM$288.78K0.02%3,611New
365
BANK NOVA SCOTIA HALIFAX
064149107
COM$288.21K0.02%3,905+0.4%
366
TRUIST FINL CORP
89832Q109
COM$282.96K0.02%8,317+4.4%
367
DIMENSIONAL ETF TRUST
25434V682
EMERGING MARKETS$281.74K0.02%6,474New
368
TRANE TECHNOLOGIES PLC
G8994E103
SHS$280.39K0.02%735+9.7%
369
ARGENX SE
04016X101
SPONSORED ADR$275.69K0.02%338+2.7%
370
ELBIT SYS LTD
M3760D101
ORD$275.2K0.02%386New
371
MSCI INC
55354G100
COM$273.93K0.02%465-3.5%
372
FEDEX CORP
31428X106
COM$269.16K0.02%877+2.3%
373
ING GROEP N.V.
456837103
SPONSORED ADR$268.37K0.02%9,413-1.4%
374
MONDELEZ INTL INC
609207105
CL A$268.24K0.02%5,034-12.8%
375
MARVELL TECHNOLOGY INC
573874104
COM$268.03K0.02%3,247+10.8%
376
J P MORGAN EXCHANGE TRADED F
46641Q332
EQUITY PREMIUM$266.98K0.02%4,588
377
PDD HOLDINGS INC
722304102
SPONSORED ADS$266.34K0.02%2,515+3.9%
378
KOREA ELEC PWR CORP
500631106
SPONSORED ADR$264.4K0.02%11,367New
379
CENCORA INC
03073E105
COM$264.27K0.02%1,403+7.4%
380
CHIPOTLE MEXICAN GRILL INC
169656105
COM$264.23K0.02%6,489New
381
GSK PLC
37733W204
SPONSORED ADR$262.39K0.02%5,458-1.6%
382
MARKEL GROUP INC
570535104
COM$261.63K0.02%139New
383
VANGUARD WORLD FD
921910816
MEGA GRWTH IND$260.92K0.02%650
384
VANGUARD CHARLOTTE FDS
92203J407
TOTAL INT BD ETF$259.97K0.02%5,368+2.2%
385
TEXAS PACIFIC LAND CORPORATI
88262P102
COM$259.36K0.02%749+227.1%
386
TARGET CORP
87612E106
COM$259K0.02%2,442-0.4%
387
ENBRIDGE INC
29250N105
COM$257.73K0.02%5,450+2.6%
388
JOHNSON CTLS INTL PLC
G51502105
SHS$255.93K0.02%2,216+0.1%
389
IMPERIAL OIL LTD
453038408
COM NEW$255.72K0.02%2,552-3.2%
390
SPDR SERIES TRUST
78468R622
STATE STREET SPD$255.61K0.02%2,612New
391
CURTISS WRIGHT CORP
231561101
COM$250.99K0.02%381+1.6%
392
VISTRA CORP
92840M102
COM$250.47K0.02%1,791+0.2%
393
MONOLITHIC PWR SYS INC
609839105
COM$250.14K0.02%243+7.0%
394
PAYCHEX INC
704326107
COM$249.25K0.02%2,389+0.9%
395
JANUS HENDERSON GROUP PLC
G4474Y214
ORD SHS$248.07K0.02%5,184New
396
SCHWAB STRATEGIC TR
808524300
US LCAP GR ETF$247.45K0.02%7,757-17.0%
397
ONEOK INC NEW
682680103
COM$245.23K0.02%3,836+3.4%
398
SUNCOR ENERGY INC NEW
867224107
COM$244.06K0.02%4,832New
399
NOMURA HLDGS INC
65535H208
SPONSORED ADR$243.25K0.02%27,088New
400
MOTOROLA SOLUTIONS INC
620076307
COM NEW$242.87K0.02%909+6.1%
401
SPOTIFY TECHNOLOGY S A
L8681T102
SHS$242.63K0.02%483-11.0%
402
FREEPORT-MCMORAN INC
35671D857
CL B$242.22K0.02%3,998New
403
WILLIAMS COS INC
969457100
COM$242.08K0.02%4,694+8.6%
404
FISERV INC
337738108
COM$241.89K0.02%3,680+11.0%
405
ECOLAB INC
278865100
COM$238.78K0.02%1,011-4.1%
406
ISHARES TR
46429B697
MSCI USA MIN VOL$238.68K0.02%2,530
407
CENOVUS ENERGY INC
15135U109
COM$238.48K0.02%12,898-5.8%
408
TRIP COM GROUP LTD
89677Q107
ADS$237.28K0.02%3,821-0.4%
409
CEMEX SAB DE CV
151290889
SPON ADR NEW$237.1K0.02%18,351New
410
REGENERON PHARMACEUTICALS
75886F107
COM$236.79K0.02%322New
411
ELECTRONIC ARTS INC
285512109
COM$236.04K0.02%1,156-28.1%
412
STATE STR CORP
857477103
COM$233.97K0.02%1,844+1.7%
413
KONINKLIJKE PHILIPS N V
500472303
NY REGIS SHS NEW$232.34K0.02%7,954+0.3%
414
THE CIGNA GROUP
125523100
COM$232.13K0.02%872-0.9%
415
BLACKROCK ETF TRUST II
092528884
ISHARES SHORT-TE$231.62K0.02%4,577New
416
WISDOMTREE TR
97717W851
JAPN HEDGE EQT$231.11K0.01%1,500
417
BLACKROCK MUN INCOME QUALITY
092479104
COM$228.45K0.01%20,863+10.6%
418
BILIBILI INC
090040106
SPONS ADS REP Z$227.03K0.01%7,099New
419
WEX INC
96208T104
COM$226.29K0.01%1,670+7.1%
420
WW GRAINGER INC
384802104
COM$225.94K0.01%233New
421
DIAGEO PLC
25243Q205
SPON ADR NEW$224.93K0.01%2,475-8.4%
422
MICROCHIP TECHNOLOGY INC.
595017104
COM$222.25K0.01%3,269New
423
SCHWAB STRATEGIC TR
808524847
US REIT ETF$220.46K0.01%10,235-4.5%
424
VANECK ETF TRUST
92189F791
JUNIOR GOLD MINE$219.63K0.01%1,630New
425
ELEVANCE HEALTH INC FORMERLY
036752103
COM$218.97K0.01%592New
426
ILLUMINA INC
452327109
COM$216.83K0.01%1,458New
427
VEEVA SYS INC
922475108
CL A COM$214.7K0.01%977New
428
DEUTSCHE BANK A G
D18190898
NAMEN AKT$214.67K0.01%5,666New
429
DOORDASH INC
25809K105
CL A$214.45K0.01%1,039-4.2%
430
SANOFI SA
80105N105
SPONSORED ADR$214.1K0.01%4,636-14.0%
431
GENERAL MTRS CO
37045V100
COM$212.36K0.01%2,748New
432
GALLAGHER ARTHUR J & CO
363576109
COM$210.81K0.01%941+3.3%
433
CENTENE CORP DEL
15135B101
COM$209.55K0.01%5,024New
434
SELECT SECTOR SPDR TR
81369Y605
STATE STREET FIN$208.39K0.01%3,898New
435
MONSTER BEVERAGE CORP NEW
61174X109
COM$208.35K0.01%2,783New
436
NASDAQ INC
631103108
COM$207.33K0.01%2,157New
437
NATIONAL GRID PLC
636274409
SPONSORED ADR NE$205.68K0.01%2,544New
438
SPDR INDEX SHS FDS
78470E205
MSCI EMR MKT ETF$205.58K0.01%4,528New
439
XYLEM INC
98419M100
COM$204.99K0.01%1,446+2.0%
440
BIOGEN INC
09062X103
COM$204.37K0.01%1,212New
441
SPDR SERIES TRUST
78464A763
STATE STREET SPD$203.83K0.01%1,386New
442
ISHARES TR
464287804
CORE S&P SCP ETF$203.69K0.01%1,565New
443
HUNTINGTON INGALLS INDS INC
446413106
COM$203.1K0.01%487New
444
HALLIBURTON CO
406216101
COM$202.96K0.01%6,572New
445
SYNCHRONY FINANCIAL
87165B103
COM$202.04K0.01%2,619New
446
WARNER BROS DISCOVERY INC
934423104
COM SER A$201.88K0.01%7,076New
447
PAYPAL HLDGS INC
70450Y103
COM$201.63K0.01%3,608+3.9%
448
XPENG INC
98422D105
ADS$200.71K0.01%9,868+4.3%
Total filing value: $1.54B