Acropolis Investment Management

Acropolis Investment Management as of Dec. 31, 2025

Portfolio Holdings for Acropolis Investment Management

Acropolis Investment Management holds 297 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.0 $357M 569k 627.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.9 $176M 2.8M 62.47
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.5 $123M 2.9M 42.56
Ishares Tr Core S&p Scp Etf (IJR) 5.4 $120M 1000k 120.18
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $114M 1.7M 66.00
Ishares Tr Ishs 5-10yr Invt (IGIB) 5.0 $111M 2.1M 53.88
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.1 $90M 1.5M 59.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.5 $77M 1.0M 74.07
Ishares Tr Us Sml Cap Eqt (SMLF) 3.3 $73M 969k 74.88
J P Morgan Exchange Traded F Mortgage Backed (JMTG) 3.1 $70M 1.4M 51.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $55M 1.0M 53.76
Vanguard Index Fds Large Cap Etf (VV) 2.4 $53M 167k 314.80
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $51M 871k 58.73
Ishares Tr Core Msci Eafe (IEFA) 1.9 $42M 464k 89.46
Ishares Tr Msci Usa Mmentm (MTUM) 1.6 $35M 139k 250.31
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.6 $35M 736k 47.08
Ishares Tr Msci Intl Moment (IMTM) 1.4 $31M 641k 47.97
Dimensional Etf Trust Us Large Cap Val (DFLV) 1.4 $31M 898k 34.21
Dimensional Etf Trust Internatnal Val (DFIV) 1.2 $26M 520k 49.90
Apple (AAPL) 1.1 $25M 91k 271.86
Ishares Tr U S Equity Factr (LRGF) 1.0 $22M 312k 69.43
Microsoft Corporation (MSFT) 0.9 $20M 42k 483.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $19M 156k 123.26
Ishares Tr Core S&p500 Etf (IVV) 0.9 $19M 28k 684.94
American Centy Etf Tr Us Eqt Etf (AVUS) 0.8 $18M 164k 111.78
Vanguard Index Fds Small Cp Etf (VB) 0.8 $18M 69k 257.95
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.8 $17M 222k 77.89
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $13M 46k 290.22
Ishares Tr Intl Eqty Factor (INTF) 0.6 $13M 334k 37.75
Wal-Mart Stores (WMT) 0.5 $12M 105k 111.41
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $11M 53k 212.07
NVIDIA Corporation (NVDA) 0.5 $10M 56k 186.50
Ishares Core Msci Emkt (IEMG) 0.5 $10M 154k 67.22
Vanguard Index Fds Growth Etf (VUG) 0.5 $10M 21k 487.86
Alphabet Cap Stk Cl A (GOOGL) 0.4 $9.8M 32k 313.00
Procter & Gamble Company (PG) 0.4 $9.5M 66k 143.31
Ishares Tr National Mun Etf (MUB) 0.3 $7.5M 70k 107.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.1M 14k 502.64
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $6.8M 71k 96.16
Amazon (AMZN) 0.3 $6.7M 29k 230.82
JPMorgan Chase & Co. (JPM) 0.3 $6.6M 21k 322.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $6.3M 75k 83.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $6.1M 9.0k 681.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $5.6M 233k 24.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $5.4M 56k 96.27
Visa Com Cl A (V) 0.2 $5.1M 15k 350.70
Vanguard Index Fds Value Etf (VTV) 0.2 $4.7M 25k 190.99
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.7M 19k 246.16
Johnson & Johnson (JNJ) 0.2 $4.3M 21k 206.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $4.2M 13k 335.27
Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.1M 43k 96.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.1M 20k 210.34
UnitedHealth (UNH) 0.2 $4.1M 13k 330.12
Ishares Tr U.s. Tech Etf (IYW) 0.2 $4.1M 20k 199.68
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $4.1M 28k 143.97
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $3.9M 32k 119.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.7M 12k 302.11
Travelers Companies (TRV) 0.2 $3.6M 12k 290.07
Exxon Mobil Corporation (XOM) 0.2 $3.6M 30k 120.34
Morgan Stanley Com New (MS) 0.2 $3.4M 19k 177.53
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.1M 39k 78.81
Sensient Technologies Corporation (SXT) 0.1 $2.9M 30k 93.95
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.8M 13k 211.79
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.8M 7.6k 373.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $2.8M 36k 77.53
Chevron Corporation (CVX) 0.1 $2.7M 18k 152.41
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $2.7M 46k 58.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.6M 4.3k 614.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $2.4M 5.1k 473.30
Lockheed Martin Corporation (LMT) 0.1 $2.2M 4.6k 483.67
Eli Lilly & Co. (LLY) 0.1 $2.2M 2.1k 1074.53
Kroger (KR) 0.1 $2.1M 34k 62.48
Hca Holdings (HCA) 0.1 $2.1M 4.5k 466.83
Snap-on Incorporated (SNA) 0.1 $2.1M 6.0k 344.58
American Express Company (AXP) 0.1 $2.0M 5.5k 369.95
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.0M 14k 148.98
Tesla Motors (TSLA) 0.1 $2.0M 4.5k 449.72
O'reilly Automotive (ORLY) 0.1 $2.0M 22k 91.21
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.1 $1.9M 42k 45.69
United Rentals (URI) 0.1 $1.9M 2.4k 809.21
Lowe's Companies (LOW) 0.1 $1.9M 7.8k 241.17
Deere & Company (DE) 0.1 $1.9M 4.0k 465.57
Meta Platforms Cl A (META) 0.1 $1.7M 2.6k 660.05
Entergy Corporation (ETR) 0.1 $1.7M 18k 92.43
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.7M 18k 95.09
Enterprise Financial Services (EFSC) 0.1 $1.7M 31k 54.00
Home Depot (HD) 0.1 $1.7M 4.9k 344.10
Abbvie (ABBV) 0.1 $1.6M 7.0k 228.48
Merck & Co (MRK) 0.1 $1.6M 15k 105.26
Electronic Arts (EA) 0.1 $1.6M 7.7k 204.34
Raytheon Technologies Corp (RTX) 0.1 $1.6M 8.5k 183.41
Costco Wholesale Corporation (COST) 0.1 $1.5M 1.8k 862.25
Ishares Tr Ishares Biotech (IBB) 0.1 $1.5M 8.9k 168.77
Boeing Company (BA) 0.1 $1.5M 6.9k 217.12
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.5M 33k 44.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.5M 4.8k 303.89
Caterpillar (CAT) 0.1 $1.5M 2.5k 572.87
TJX Companies (TJX) 0.1 $1.4M 9.3k 153.61
Micron Technology (MU) 0.1 $1.4M 5.0k 285.40
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M 4.5k 313.79
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $1.4M 18k 75.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.4M 7.8k 177.36
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M 5.2k 268.30
Cummins (CMI) 0.1 $1.4M 2.7k 510.45
Expedia Group Com New (EXPE) 0.1 $1.3M 4.7k 283.31
eBay (EBAY) 0.1 $1.3M 15k 87.10
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.3M 2.6k 480.57
Pepsi (PEP) 0.1 $1.2M 8.7k 143.52
Broadcom (AVGO) 0.1 $1.2M 3.4k 346.10
Ameren Corporation (AEE) 0.1 $1.2M 12k 99.86
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M 13k 88.49
Ishares Tr U.s. Finls Etf (IYF) 0.1 $1.1M 8.8k 128.93
Verizon Communications (VZ) 0.0 $1.1M 27k 40.73
Norfolk Southern (NSC) 0.0 $1.1M 3.7k 288.72
Rockwell Automation (ROK) 0.0 $1.1M 2.8k 389.07
Mastercard Incorporated Cl A (MA) 0.0 $1.1M 1.8k 571.00
Abbott Laboratories (ABT) 0.0 $1.0M 8.2k 125.29
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $1.0M 7.9k 128.83
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.0M 7.2k 141.17
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $1.0M 11k 89.56
Bristol Myers Squibb (BMY) 0.0 $1.0M 19k 53.94
Omni (OMC) 0.0 $998k 12k 80.75
Palantir Technologies Cl A (PLTR) 0.0 $992k 5.6k 177.75
Ge Aerospace Com New (GE) 0.0 $990k 3.2k 307.98
Qualcomm (QCOM) 0.0 $985k 5.8k 171.04
Applied Materials (AMAT) 0.0 $947k 3.7k 256.99
Bank of America Corporation (BAC) 0.0 $946k 17k 55.00
General Dynamics Corporation (GD) 0.0 $937k 2.8k 336.66
Ishares Tr Russell 3000 Etf (IWV) 0.0 $911k 2.4k 386.85
3M Company (MMM) 0.0 $899k 5.6k 160.11
Emerson Electric (EMR) 0.0 $890k 6.7k 132.71
Us Bancorp Del Com New (USB) 0.0 $889k 17k 53.36
Masco Corporation (MAS) 0.0 $877k 14k 63.46
International Business Machines (IBM) 0.0 $861k 2.9k 296.19
McDonald's Corporation (MCD) 0.0 $831k 2.7k 305.59
Ishares Tr Esg Aware Msci (ESML) 0.0 $823k 18k 45.98
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $822k 19k 44.41
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $821k 9.9k 82.82
Capital One Financial (COF) 0.0 $803k 3.3k 242.36
Constellation Energy (CEG) 0.0 $767k 2.2k 353.24
Cisco Systems (CSCO) 0.0 $766k 10k 77.03
Marathon Petroleum Corp (MPC) 0.0 $765k 4.7k 162.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $759k 14k 54.71
CSX Corporation (CSX) 0.0 $743k 21k 36.25
Anthem (ELV) 0.0 $739k 2.1k 350.57
Booking Holdings (BKNG) 0.0 $728k 136.00 5355.33
Intuitive Surgical Com New (ISRG) 0.0 $727k 1.3k 566.36
Union Pacific Corporation (UNP) 0.0 $719k 3.1k 231.32
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $712k 15k 47.85
Ishares Tr Micro-cap Etf (IWC) 0.0 $707k 4.5k 157.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $695k 24k 28.48
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $686k 13k 54.77
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $682k 17k 39.59
Genuine Parts Company (GPC) 0.0 $680k 5.5k 122.96
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $670k 13k 50.94
Vanguard World Inf Tech Etf (VGT) 0.0 $669k 887.00 753.93
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $667k 25k 26.91
Comcast Corp Cl A (CMCSA) 0.0 $652k 22k 29.89
Spdr Series Trust State Street Spd (SPYM) 0.0 $640k 8.0k 80.22
Select Sector Spdr Tr State Street Con (XLP) 0.0 $638k 8.2k 77.68
United Parcel Service CL B (UPS) 0.0 $620k 6.3k 99.19
First Busey Corp Com New (BUSE) 0.0 $603k 25k 23.79
At&t (T) 0.0 $591k 24k 24.84
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $591k 9.1k 65.10
Northrop Grumman Corporation (NOC) 0.0 $577k 1.0k 570.30
Trane Technologies SHS (TT) 0.0 $566k 1.5k 389.20
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $564k 5.6k 99.88
Wells Fargo & Company (WFC) 0.0 $558k 6.0k 93.20
Goldman Sachs (GS) 0.0 $554k 630.00 879.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $541k 17k 32.75
Ge Vernova (GEV) 0.0 $524k 801.00 653.57
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $505k 3.3k 155.12
Centrus Energy Corp Cl A (LEU) 0.0 $500k 2.1k 242.76
Target Corporation (TGT) 0.0 $495k 5.1k 97.76
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $489k 5.8k 84.36
Netflix (NFLX) 0.0 $484k 5.2k 93.76
Amgen (AMGN) 0.0 $483k 1.5k 327.38
Advanced Micro Devices (AMD) 0.0 $479k 2.2k 214.16
Oracle Corporation (ORCL) 0.0 $461k 2.4k 194.93
Dollar General (DG) 0.0 $461k 3.5k 132.77
Pfizer (PFE) 0.0 $457k 18k 24.90
Aurinia Pharmaceuticals (AUPH) 0.0 $455k 29k 15.95
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $451k 15k 30.07
Quest Diagnostics Incorporated (DGX) 0.0 $450k 2.6k 173.53
Kimberly-Clark Corporation (KMB) 0.0 $448k 4.4k 100.88
Charles Schwab Corporation (SCHW) 0.0 $446k 4.5k 99.91
Ishares Tr Mbs Etf (MBB) 0.0 $444k 4.7k 95.23
Cameco Corporation (CCJ) 0.0 $443k 4.8k 91.49
Oklo Com Cl A (OKLO) 0.0 $435k 6.1k 71.76
Coca-Cola Company (KO) 0.0 $433k 6.2k 69.91
Intuit (INTU) 0.0 $431k 650.00 662.42
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.0 $429k 2.6k 168.33
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $429k 1.9k 219.83
Spdr Series Trust State Street Spd (SPTS) 0.0 $422k 14k 29.28
Vanguard World Financials Etf (VFH) 0.0 $417k 3.1k 133.49
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $412k 1.5k 279.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $403k 5.5k 73.57
Spdr Series Trust State Street Spd (SDY) 0.0 $402k 2.9k 139.16
Ishares Tr Msci Usa Value (VLUE) 0.0 $401k 2.9k 136.73
Planet Labs Pbc Com Cl A (PL) 0.0 $394k 20k 19.72
Crowdstrike Hldgs Cl A (CRWD) 0.0 $393k 839.00 468.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $393k 14k 27.43
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $393k 8.8k 44.65
Ishares Silver Tr Ishares (SLV) 0.0 $390k 6.1k 64.42
Monster Beverage Corp (MNST) 0.0 $385k 5.0k 76.67
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $384k 2.7k 143.55
Eaton Corp SHS (ETN) 0.0 $383k 1.2k 318.51
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $383k 3.2k 120.96
Starbucks Corporation (SBUX) 0.0 $369k 4.4k 84.21
Adobe Systems Incorporated (ADBE) 0.0 $365k 1.0k 349.99
Valero Energy Corporation (VLO) 0.0 $365k 2.2k 162.79
Lam Research Corp Com New (LRCX) 0.0 $361k 2.1k 171.21
Parker-Hannifin Corporation (PH) 0.0 $356k 405.00 878.96
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $356k 11k 32.89
Philip Morris International (PM) 0.0 $354k 2.2k 160.40
Ishares Tr Esg Optimized (SUSA) 0.0 $354k 2.5k 139.35
Southern Company (SO) 0.0 $354k 4.1k 87.21
SYSCO Corporation (SYY) 0.0 $350k 4.7k 73.69
Nucor Corporation (NUE) 0.0 $348k 2.1k 163.11
salesforce (CRM) 0.0 $342k 1.3k 264.91
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $339k 2.2k 153.02
Spdr Series Trust State Street Spd (SPMB) 0.0 $332k 15k 22.41
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $330k 2.1k 160.97
Ameriprise Financial (AMP) 0.0 $330k 672.00 490.34
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $329k 6.6k 49.65
Spdr Series Trust State Street Spd (SPIB) 0.0 $329k 9.7k 33.81
Walt Disney Company (DIS) 0.0 $325k 2.9k 113.78
Jacobs Engineering Group (J) 0.0 $317k 2.4k 132.46
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $316k 1.1k 275.39
Southwest Airlines (LUV) 0.0 $314k 7.6k 41.33
Bwx Technologies (BWXT) 0.0 $312k 1.8k 172.84
Citigroup Com New (C) 0.0 $307k 2.6k 116.69
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $298k 4.8k 62.15
Universal Hlth Svcs CL B (UHS) 0.0 $297k 1.4k 218.02
Amphenol Corp Cl A (APH) 0.0 $296k 2.2k 135.14
Spdr Series Trust State Street Spd (SPSM) 0.0 $293k 6.3k 46.86
Honeywell International (HON) 0.0 $293k 1.5k 195.07
Select Sector Spdr Tr State Street Com (XLC) 0.0 $290k 2.5k 117.70
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $287k 9.7k 29.61
Carrier Global Corporation (CARR) 0.0 $286k 5.4k 52.84
Cdw (CDW) 0.0 $284k 2.1k 136.20
L3harris Technologies (LHX) 0.0 $284k 966.00 293.57
Paypal Holdings (PYPL) 0.0 $282k 4.8k 58.38
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $280k 7.7k 36.23
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $279k 2.7k 101.97
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $278k 923.00 301.15
Texas Instruments Incorporated (TXN) 0.0 $271k 1.6k 173.49
Quanta Services (PWR) 0.0 $264k 625.00 422.06
W.W. Grainger (GWW) 0.0 $260k 258.00 1009.05
Lululemon Athletica (LULU) 0.0 $259k 1.2k 207.81
Phillips 66 (PSX) 0.0 $259k 2.0k 129.04
Select Sector Spdr Tr State Street Con (XLY) 0.0 $253k 2.1k 119.39
Enterprise Products Partners (EPD) 0.0 $253k 7.9k 32.06
Altria (MO) 0.0 $252k 4.4k 57.66
Ishares Gold Tr Ishares New (IAU) 0.0 $247k 3.0k 81.17
Spdr Series Trust State Street Spd (SPMD) 0.0 $244k 4.2k 57.91
Oneok (OKE) 0.0 $243k 3.3k 73.51
Tractor Supply Company (TSCO) 0.0 $242k 4.8k 50.01
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $240k 1.5k 156.63
Waste Management (WM) 0.0 $238k 1.1k 219.73
McKesson Corporation (MCK) 0.0 $238k 290.00 820.42
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $235k 1.8k 130.08
Brink's Company (BCO) 0.0 $233k 2.0k 116.73
Global X Fds Artificial Etf (AIQ) 0.0 $232k 4.6k 50.86
Fluence Energy Com Cl A (FLNC) 0.0 $230k 12k 19.78
Intel Corporation (INTC) 0.0 $230k 6.2k 36.90
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $229k 1.7k 136.94
D.R. Horton (DHI) 0.0 $229k 1.6k 144.03
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $228k 6.6k 34.46
PPG Industries (PPG) 0.0 $228k 2.2k 102.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $227k 1.2k 191.48
Teradyne (TER) 0.0 $221k 1.1k 193.56
Teledyne Technologies Incorporated (TDY) 0.0 $221k 433.00 510.73
Allstate Corporation (ALL) 0.0 $215k 1.0k 208.15
AFLAC Incorporated (AFL) 0.0 $212k 1.9k 110.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $212k 1.3k 167.94
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $212k 1.4k 154.80
Principal Financial (PFG) 0.0 $210k 2.4k 88.21
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $209k 8.3k 25.08
Ishares Emng Mkts Eqt (EMGF) 0.0 $208k 3.6k 57.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $203k 7.7k 26.23
Exelon Corporation (EXC) 0.0 $202k 4.6k 43.59
Progressive Corporation (PGR) 0.0 $202k 885.00 227.72
Equifax (EFX) 0.0 $201k 926.00 216.98
Ford Motor Company (F) 0.0 $184k 14k 13.12
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $157k 11k 14.17
Soundhound Ai Class A Com (SOUN) 0.0 $133k 13k 9.97
Evolent Health Cl A (EVH) 0.0 $112k 28k 4.00
Cnh Indl N V SHS (CNH) 0.0 $100k 11k 9.22
Gabelli Equity Trust (GAB) 0.0 $88k 14k 6.17
Bigbear Ai Hldgs (BBAI) 0.0 $85k 16k 5.40
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.0 $81k 16k 5.16
Pennymac Corp Note 5.500% 3/1 0.0 $51k 50k 1.02
Peloton Interactive Note 2/1 0.0 $39k 40k 0.98
Agilon Health (AGL) 0.0 $24k 35k 0.69
Black Titan Corp Ord Shs (BTTC) 0.0 $17k 10k 1.67
Kindly Md (NAKA) 0.0 $8.6k 24k 0.35