Austin Private Wealth

Austin Private Wealth as of Sept. 30, 2025

Portfolio Holdings for Austin Private Wealth

Austin Private Wealth holds 277 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPYM) 6.6 $87M 1.1M 78.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.5 $72M 1.2M 59.20
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.7 $62M 321k 194.50
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $58M 479k 120.72
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 4.2 $56M 966k 57.52
Ishares Tr S&p 500 Val Etf (IVE) 3.7 $49M 238k 206.51
Ishares Tr Eafe Value Etf (EFV) 3.7 $49M 720k 67.83
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 3.1 $41M 135k 302.35
Ishares Core Msci Emkt (IEMG) 2.8 $37M 563k 65.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $35M 53k 666.19
Spdr Series Trust Nuveen Ice Munic (TFI) 2.5 $33M 725k 45.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.1 $28M 1.2M 23.47
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.1 $28M 646k 42.79
Blackrock Etf Trust Ishares A I Inno (BAI) 2.1 $28M 808k 34.16
Blackrock Etf Trust Ishares Us Thema (THRO) 2.1 $27M 716k 37.86
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.9 $25M 539k 46.63
Ishares Tr Core Total Usd (IUSB) 1.6 $22M 466k 46.71
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 1.5 $20M 333k 59.61
Ishares Tr Rus 1000 Etf (IWB) 1.5 $20M 54k 365.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $19M 405k 46.81
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.4 $18M 151k 121.06
Apple (AAPL) 1.3 $17M 68k 254.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $17M 276k 59.92
Spdr Series Trust Portfolio S&p600 (SPSM) 1.2 $16M 344k 46.32
NVIDIA Corporation (NVDA) 1.1 $15M 80k 186.58
Ishares Tr Mbs Etf (MBB) 1.1 $15M 155k 95.15
Global X Fds Defense Tech Etf (SHLD) 1.1 $14M 201k 70.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $14M 253k 54.18
Microsoft Corporation Call Option (MSFT) 1.0 $13M 25k 517.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $12M 320k 38.57
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $12M 156k 76.45
Ishares Tr Core Intl Aggr (IAGG) 0.9 $12M 224k 51.23
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $11M 152k 75.11
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.8 $11M 209k 53.24
Spdr Series Trust Bloomberg Enhncd (CERY) 0.8 $11M 374k 28.65
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $9.7M 85k 113.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $9.5M 16k 600.27
Spdr Series Trust Portfolio S&p400 (SPMD) 0.7 $9.3M 162k 57.19
Spdr Series Trust Bloomberg Emg Mk (EMHC) 0.6 $7.7M 304k 25.19
Broadcom (AVGO) 0.6 $7.3M 22k 329.91
Amazon (AMZN) 0.5 $7.1M 32k 219.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.5 $6.8M 163k 41.58
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.5 $6.5M 243k 26.95
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.5 $6.2M 155k 40.18
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.5 $6.2M 238k 26.05
Spdr Series Trust Bloomberg High Y (JNK) 0.5 $6.2M 63k 97.99
Alphabet Cap Stk Cl A (GOOGL) 0.4 $5.8M 24k 243.09
Alphabet Cap Stk Cl C (GOOG) 0.4 $5.7M 24k 243.55
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $5.6M 57k 97.82
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.4 $5.5M 60k 91.75
Ishares Tr National Mun Etf (MUB) 0.4 $5.4M 51k 106.49
Spdr Gold Tr Gold Shs (GLD) 0.4 $4.8M 14k 355.47
Meta Platforms Cl A (META) 0.3 $4.6M 6.2k 734.35
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $4.5M 58k 76.72
Exxon Mobil Corporation (XOM) 0.3 $4.2M 37k 112.75
Spdr Series Trust Bloomberg Emergi (EBND) 0.3 $4.0M 186k 21.36
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.3 $4.0M 205k 19.29
JPMorgan Chase & Co. (JPM) 0.3 $3.8M 12k 315.43
Oracle Corporation (ORCL) 0.3 $3.5M 13k 281.25
Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.4M 5.1k 669.32
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $3.2M 69k 45.77
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $3.2M 84k 37.77
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $3.1M 33k 95.19
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $3.1M 97k 31.84
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $2.9M 88k 32.79
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $2.5M 35k 72.58
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $2.4M 92k 26.30
Wal-Mart Stores (WMT) 0.2 $2.4M 23k 103.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.4M 7.3k 328.19
Dimensional Etf Trust Short Duration F (DFSD) 0.2 $2.4M 49k 48.19
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $2.3M 53k 42.76
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.2 $2.3M 42k 53.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.3M 22k 103.36
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $2.1M 38k 55.57
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $2.1M 14k 145.59
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $2.0M 25k 78.09
Dimensional Etf Trust Global Cr Etf (DGCB) 0.2 $2.0M 36k 55.45
Select Sector Spdr Tr Technology Put Option (XLK) 0.1 $2.0M 7.0k 281.86
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $1.9M 81k 23.94
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.9M 9.6k 195.86
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.8M 79k 23.12
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.8M 74k 24.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.8M 3.6k 502.80
Johnson & Johnson (JNJ) 0.1 $1.8M 9.6k 185.41
Visa Com Cl A (V) 0.1 $1.7M 5.0k 341.40
Chevron Corporation (CVX) 0.1 $1.7M 11k 155.29
International Business Machines (IBM) 0.1 $1.7M 5.9k 282.16
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $1.7M 13k 125.95
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.6M 69k 23.37
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $1.5M 60k 24.34
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $1.4M 62k 22.95
Tesla Motors (TSLA) 0.1 $1.4M 3.1k 444.70
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.4M 6.4k 215.78
Workday Cl A (WDAY) 0.1 $1.4M 5.6k 240.73
Intuit (INTU) 0.1 $1.3M 2.0k 682.91
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.3M 53k 25.19
Procter & Gamble Company (PG) 0.1 $1.3M 8.7k 153.65
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $1.2M 39k 32.07
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.2M 21k 57.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.2M 1.9k 612.47
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $1.1M 51k 22.52
Home Depot (HD) 0.1 $1.1M 2.8k 405.15
CSX Corporation (CSX) 0.1 $1.1M 32k 35.51
Netflix (NFLX) 0.1 $1.1M 935.00 1199.14
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $1.1M 31k 36.16
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $1.1M 33k 33.89
Abbvie (ABBV) 0.1 $1.1M 4.7k 231.52
Advanced Micro Devices (AMD) 0.1 $1.1M 6.7k 161.79
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $1.1M 42k 25.52
Caterpillar (CAT) 0.1 $1.0M 2.2k 477.16
Palantir Technologies Cl A Put Option (PLTR) 0.1 $1.0M 5.6k 182.42
UnitedHealth (UNH) 0.1 $1.0M 3.0k 345.26
Bank of America Corporation (BAC) 0.1 $996k 19k 51.59
ConocoPhillips (COP) 0.1 $982k 10k 94.59
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $981k 42k 23.56
Qualcomm Call Option (QCOM) 0.1 $980k 5.9k 166.36
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $957k 27k 35.69
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $956k 31k 30.39
Goldman Sachs (GS) 0.1 $933k 1.2k 795.67
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $928k 3.3k 279.29
Palo Alto Networks (PANW) 0.1 $918k 4.5k 203.62
Eli Lilly & Co. Call Option (LLY) 0.1 $916k 1.2k 763.00
Lam Research Corp Com New (LRCX) 0.1 $907k 6.8k 133.90
Merck & Co (MRK) 0.1 $887k 11k 83.93
Texas Instruments Incorporated (TXN) 0.1 $851k 4.6k 183.73
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $847k 7.9k 106.78
McDonald's Corporation (MCD) 0.1 $830k 2.7k 303.94
Dell Technologies CL C (DELL) 0.1 $827k 5.8k 141.76
Amgen (AMGN) 0.1 $816k 2.9k 282.17
Ishares Esg Awr Msci Em (ESGE) 0.1 $789k 18k 43.42
Mastercard Incorporated Cl A (MA) 0.1 $781k 1.4k 568.99
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $780k 35k 22.38
salesforce (CRM) 0.1 $775k 3.3k 236.99
Parker-Hannifin Corporation (PH) 0.1 $764k 1.0k 758.15
Blackrock (BLK) 0.1 $756k 648.00 1165.87
Applied Materials (AMAT) 0.1 $754k 3.7k 204.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $741k 10k 73.46
Cisco Systems (CSCO) 0.1 $739k 11k 68.42
Nxp Semiconductors N V (NXPI) 0.1 $738k 3.2k 227.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $724k 7.2k 100.70
Wells Fargo & Company (WFC) 0.1 $721k 8.6k 83.82
Costco Wholesale Corporation (COST) 0.1 $717k 775.00 925.50
Pepsi (PEP) 0.1 $717k 5.1k 140.43
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $702k 23k 31.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $701k 26k 27.30
Morgan Stanley Com New (MS) 0.1 $694k 4.4k 158.95
McKesson Corporation (MCK) 0.1 $690k 893.00 772.54
At&t (T) 0.1 $688k 24k 28.24
Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $681k 30k 22.49
Ssga Active Tr Spdr Ssga Us Equ (SPIN) 0.1 $676k 21k 31.58
Ishares Tr Conv Bd Etf (ICVT) 0.0 $639k 6.4k 100.05
Raytheon Technologies Corp (RTX) 0.0 $638k 3.8k 167.33
Ishares Gold Tr Ishares New (IAU) 0.0 $638k 8.8k 72.77
General Dynamics Corporation (GD) 0.0 $637k 1.9k 341.05
Ishares Msci Emrg Chn (EMXC) 0.0 $630k 9.3k 67.51
AFLAC Incorporated (AFL) 0.0 $617k 5.5k 111.70
Philip Morris International (PM) 0.0 $611k 3.8k 162.20
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $609k 13k 48.03
MetLife (MET) 0.0 $586k 7.1k 82.37
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $581k 25k 23.47
Deere & Company (DE) 0.0 $580k 1.3k 457.26
Prudential Financial (PRU) 0.0 $569k 5.5k 103.74
Anthem (ELV) 0.0 $559k 1.7k 323.12
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $555k 5.8k 95.14
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $551k 2.6k 209.32
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.0 $548k 23k 23.86
Verizon Communications (VZ) 0.0 $544k 12k 43.95
Servicenow (NOW) 0.0 $544k 591.00 920.28
Coca-Cola Company (KO) 0.0 $542k 8.2k 66.32
Lockheed Martin Corporation (LMT) 0.0 $539k 1.1k 499.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $533k 7.5k 71.37
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.0 $532k 18k 29.32
Wp Carey (WPC) 0.0 $517k 7.7k 67.57
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $508k 5.7k 89.37
Micron Technology (MU) 0.0 $500k 3.0k 167.36
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $497k 18k 27.31
Linde SHS (LIN) 0.0 $493k 1.0k 475.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $492k 7.5k 65.26
Southern Company (SO) 0.0 $485k 5.1k 94.78
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $479k 6.6k 72.26
Arthur J. Gallagher & Co. (AJG) 0.0 $478k 1.5k 309.74
Accenture Plc Ireland Shs Class A (ACN) 0.0 $471k 1.9k 246.64
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $470k 21k 21.96
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $465k 20k 23.39
Vanguard Index Fds Growth Etf (VUG) 0.0 $459k 956.00 479.77
Spdr Series Trust Portfolio Short (SPSB) 0.0 $447k 15k 30.29
Ferguson Enterprises Common Stock New (FERG) 0.0 $447k 2.0k 224.58
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $443k 4.4k 100.29
Medtronic SHS (MDT) 0.0 $434k 4.6k 95.24
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $432k 8.1k 53.29
Paypal Holdings (PYPL) 0.0 $432k 6.4k 67.06
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $429k 14k 30.54
Bank of New York Mellon Corporation (BK) 0.0 $429k 3.9k 108.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $427k 4.6k 92.98
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $425k 13k 31.89
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $425k 4.4k 96.15
Kinder Morgan (KMI) 0.0 $421k 15k 28.31
Citigroup Com New (C) 0.0 $415k 4.1k 101.50
Prologis (PLD) 0.0 $404k 3.5k 114.52
Cummins (CMI) 0.0 $403k 953.00 422.37
Danaher Corporation (DHR) 0.0 $401k 2.0k 198.26
Phillips 66 (PSX) 0.0 $399k 2.9k 136.02
Cyberark Software SHS (CYBR) 0.0 $398k 824.00 483.15
Pfizer (PFE) 0.0 $394k 16k 25.48
Vanguard Index Fds Value Etf (VTV) 0.0 $387k 2.1k 186.49
Ishares Tr Esg Awr Msci Usa (EVUS) 0.0 $383k 12k 31.45
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $379k 2.6k 148.61
Fifth Third Ban (FITB) 0.0 $377k 8.5k 44.55
Enterprise Products Partners (EPD) 0.0 $375k 12k 31.27
Asml Holding N V N Y Registry Shs Call Option (ASML) 0.0 $375k 387.00 968.09
Us Bancorp Del Com New (USB) 0.0 $373k 7.7k 48.33
Ishares Tr Russell 2000 Etf Call Option (IWM) 0.0 $370k 1.5k 241.96
Altria (MO) 0.0 $370k 5.6k 66.07
Becton, Dickinson and (BDX) 0.0 $367k 2.0k 187.17
Cigna Corp (CI) 0.0 $364k 1.3k 288.25
TJX Companies (TJX) 0.0 $358k 2.5k 144.54
Norfolk Southern (NSC) 0.0 $352k 1.2k 300.41
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.0 $351k 5.0k 69.59
Crowdstrike Hldgs Cl A (CRWD) 0.0 $344k 702.00 490.38
Automatic Data Processing (ADP) 0.0 $338k 1.2k 293.50
Ishares Tr Core 40/60 Moder (AOM) 0.0 $331k 7.0k 47.58
Amphenol Corp Cl A (APH) 0.0 $327k 2.6k 123.75
Illinois Tool Works (ITW) 0.0 $325k 1.2k 260.76
Abbott Laboratories (ABT) 0.0 $316k 2.4k 133.94
Uber Technologies (UBER) 0.0 $311k 3.2k 97.97
L3harris Technologies (LHX) 0.0 $309k 1.0k 305.41
American Electric Power Company (AEP) 0.0 $309k 2.7k 112.50
Public Service Enterprise (PEG) 0.0 $306k 3.7k 83.46
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.0 $306k 13k 23.22
Xcel Energy (XEL) 0.0 $304k 3.8k 80.65
Lamar Advertising Cl A (LAMR) 0.0 $298k 2.4k 122.42
Ishares Tr Ibonds Oct 2026 (IBIC) 0.0 $296k 11k 25.93
Charles Schwab Corporation (SCHW) 0.0 $286k 3.0k 95.47
Ishares Tr Ibonds Oct 2025 (IBIB) 0.0 $286k 11k 25.50
Intuitive Surgical Com New (ISRG) 0.0 $285k 638.00 447.23
PNC Financial Services (PNC) 0.0 $282k 1.4k 200.93
Spdr Series Trust Portfli Intrmdit (SPTI) 0.0 $282k 9.8k 28.90
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.0 $281k 3.1k 90.50
Williams Companies (WMB) 0.0 $276k 4.4k 63.35
Emcor (EME) 0.0 $274k 422.00 649.54
Comcast Corp Cl A (CMCSA) 0.0 $274k 8.7k 31.42
Fortinet (FTNT) 0.0 $268k 3.2k 84.08
Union Pacific Corporation (UNP) 0.0 $264k 1.1k 236.40
3M Company (MMM) 0.0 $259k 1.7k 155.16
Lowe's Companies (LOW) 0.0 $255k 1.0k 251.24
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.0 $251k 11k 23.85
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $249k 3.8k 65.00
Eaton Corp SHS (ETN) 0.0 $249k 665.00 374.25
Adobe Systems Incorporated (ADBE) 0.0 $248k 704.00 352.50
Boeing Company (BA) 0.0 $245k 1.1k 215.90
Walt Disney Company (DIS) 0.0 $243k 2.1k 114.51
Vanguard Index Fds Small Cp Etf (VB) 0.0 $240k 944.00 254.39
Dupont De Nemours (DD) 0.0 $240k 3.1k 77.89
Motorola Solutions Com New (MSI) 0.0 $239k 522.00 457.29
Ge Aerospace Com New (GE) 0.0 $237k 787.00 300.66
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $234k 7.1k 33.07
Ishares Tr Ibonds Dec 2030 (IBDV) 0.0 $234k 11k 22.15
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $232k 5.4k 42.70
Curtiss-Wright (CW) 0.0 $228k 419.00 542.94
General Mills (GIS) 0.0 $224k 4.4k 50.42
Owl Rock Capital Corporation (OBDC) 0.0 $223k 18k 12.77
Marvell Technology (MRVL) 0.0 $219k 2.6k 84.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $219k 683.00 320.04
Progressive Corporation (PGR) 0.0 $217k 877.00 246.95
Arista Networks Com Shs (ANET) 0.0 $215k 1.5k 145.71
Comfort Systems USA (FIX) 0.0 $214k 259.00 825.18
Spdr Series Trust Portfolio Agrgte (SPAB) 0.0 $212k 8.2k 25.85
Ishares Tr Russell 3000 Etf (IWV) 0.0 $210k 555.00 378.87
Blackstone Group Inc Com Cl A (BX) 0.0 $210k 1.2k 170.79
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $210k 8.0k 26.34
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $209k 9.0k 23.28
Spdr Series Trust Bloomberg Intl (IBND) 0.0 $204k 6.3k 32.29
John Bean Technologies Corporation (JBTM) 0.0 $204k 1.5k 140.45
Ishares Tr Msci Eafe Etf (EFA) 0.0 $203k 2.2k 93.37
Confluent Class A Com (CFLT) 0.0 $198k 10k 19.80
WisdomTree Investments (WT) 0.0 $164k 12k 13.90
Liberty Energy Com Cl A (LBRT) 0.0 $144k 12k 12.34