Alongside

Alongside as of Dec. 31, 2025

Portfolio Holdings for Alongside

Alongside holds 83 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
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 10.9 $33M 48k 684.93
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO) 9.8 $30M 47k 627.13
Ishares Tr Core Msci Total Core Msci Total (IXUS) 7.5 $23M 268k 84.64
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 6.7 $20M 43k 473.30
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 6.5 $20M 292k 67.22
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 4.2 $13M 131k 96.27
Hartford Fds Exchange Traded T Total Rtrn Etf Total Rtrn Etf (HTRB) 4.1 $12M 362k 34.15
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 4.1 $12M 50k 246.16
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 3.8 $11M 173k 66.00
Ishares Tr Broad Usd High Broad Usd High (USHY) 3.8 $11M 303k 37.40
Ishares Tr Ishs 5-10yr Invt Ishs 5-10yr Invt (IGIB) 3.4 $10M 191k 53.88
Fidelity Low Volatility Factor Etf Low Volity Etf (FDLO) 2.6 $7.8M 118k 66.75
Vanguard Mid-cap Index Fund Mid Cap Etf (VO) 2.5 $7.5M 26k 290.22
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB) 2.5 $7.5M 153k 48.75
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 2.1 $6.3M 30k 212.07
Vanguard Intl Equity Index Fds Tt Wrld St Etf Tt Wrld St Etf (VT) 2.0 $6.2M 44k 141.06
Ishares National Muni Bond Etf National Mun Etf (MUB) 1.7 $5.2M 48k 107.11
Vanguard Small-cap Index Fund Small Cp Etf (VB) 1.7 $5.0M 19k 257.95
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 1.5 $4.5M 37k 123.26
Microsoft Corporation (MSFT) 1.3 $3.8M 8.0k 483.63
Ishares Tips Bond Etf Tips Bd Etf (TIP) 1.2 $3.6M 33k 109.91
Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT) 1.1 $3.2M 57k 56.96
Schwab Strategic Tr Us Tips Etf Us Tips Etf (SCHP) 0.9 $2.6M 98k 26.49
Ishares Intl Aggregate Bond Core Intl Aggr (IAGG) 0.8 $2.5M 50k 50.01
Pgim Etf Tr Actv Hy Bd Etf Actv Hy Bd Etf (PHYL) 0.8 $2.4M 69k 35.48
Ishares Tr 3 7 Yr Treas Bd 3 7 Yr Treas Bd (IEI) 0.8 $2.4M 20k 119.35
Ishares Tr Fltg Rate Nt Etf Fltg Rate Nt Etf (FLOT) 0.7 $2.2M 44k 50.86
Abbvie (ABBV) 0.6 $1.7M 7.5k 228.48
Eli Lilly & Co. (LLY) 0.6 $1.7M 1.6k 1074.58
Apple (AAPL) 0.6 $1.7M 6.1k 271.86
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.5 $1.4M 16k 89.46
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR) 0.5 $1.4M 12k 120.18
Invesco Actvely Mngd Etc Fd Tr Optimum Yield Optimum Yield (PDBC) 0.4 $1.2M 94k 13.25
Ishares Ultra Short-term Bond Active Etf Ultra Short Dur (ICSH) 0.4 $1.1M 22k 50.58
Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB) 0.4 $1.1M 11k 96.28
Amazon (AMZN) 0.4 $1.1M 4.7k 230.82
Meta Platforms Inc Class A Common Stock (META) 0.3 $975k 1.5k 660.12
NVIDIA Corporation (NVDA) 0.3 $936k 5.0k 186.48
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.3 $811k 8.1k 99.88
Merck & Co (MRK) 0.3 $806k 7.7k 105.26
Abbott Laboratories (ABT) 0.3 $788k 6.3k 125.30
Ishares Tr Ishs 1-5yr Invs Ishs 1-5yr Invs (IGSB) 0.2 $752k 14k 52.88
Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB) 0.2 $705k 1.9k 373.41
Cisco Systems (CSCO) 0.2 $676k 8.8k 77.03
Ssga Active Trust State Street Multi-asset Real Return Etf State Street Mul (RLY) 0.2 $651k 21k 31.45
Ishares Tr Pfd And Incm Sec Pfd And Incm Sec (PFF) 0.2 $596k 19k 30.96
Fidelity Limited Term Bond Etf Ltd Trm Bd Etf (FLTB) 0.2 $591k 12k 50.66
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.2 $569k 1.7k 335.28
Oracle Corporation (ORCL) 0.2 $545k 2.8k 194.90
Texas Instruments Incorporated (TXN) 0.2 $542k 3.1k 173.51
Vanguard Mega Cap Growth Index Fund Mega Grwth Ind (MGK) 0.2 $535k 1.3k 412.64
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG) 0.2 $520k 4.6k 113.93
Spdr Series Trust State Street Bloomberg 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL) 0.2 $507k 5.5k 91.38
Old National Ban (ONB) 0.2 $492k 22k 22.31
Caterpillar (CAT) 0.2 $479k 836.00 572.53
Accenture (ACN) 0.2 $468k 1.7k 268.26
Wec Energy Group (WEC) 0.1 $423k 4.0k 105.46
Boeing Company (BA) 0.1 $398k 1.8k 217.11
Bank Of Montreal Cadcom (BMO) 0.1 $347k 2.7k 129.78
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB) 0.1 $344k 3.2k 106.71
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA) 0.1 $338k 5.4k 62.47
Ishares Trust Core Divid Gwth Core Div Grwth (DGRO) 0.1 $333k 4.8k 69.42
Wal-Mart Stores (WMT) 0.1 $326k 2.9k 111.40
Wells Fargo & Company (WFC) 0.1 $325k 3.5k 93.19
Snap-on Incorporated (SNA) 0.1 $321k 933.00 344.53
At&t (T) 0.1 $309k 12k 24.84
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf Technology (XLK) 0.1 $303k 2.1k 143.95
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY) 0.1 $303k 444.00 681.32
Welltower Inc Com reit (WELL) 0.1 $301k 1.6k 185.61
Home Depot (HD) 0.1 $289k 841.00 344.00
Costco Wholesale Corporation (COST) 0.1 $284k 330.00 861.55
Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG) 0.1 $271k 1.6k 167.92
Vanguard Mega Cap Value Index Fund Mega Cap Val Etf (MGV) 0.1 $259k 1.8k 141.12
JPMorgan Chase & Co. (JPM) 0.1 $245k 759.00 322.35
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG) 0.1 $243k 497.00 487.96
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) 0.1 $242k 773.00 313.01
Spdr Series Trust State Street S&p Dividend Etf S&p Divid Etf (SDY) 0.1 $237k 1.7k 139.16
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) 0.1 $226k 719.00 313.87
Ameren Corporation (AEE) 0.1 $222k 2.2k 99.88
Tesla Motors (TSLA) 0.1 $217k 483.00 449.34
Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) 0.1 $206k 2.0k 104.09
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 0.1 $204k 971.00 210.24
Cardinal Health (CAH) 0.1 $203k 986.00 205.50