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CIK 0001710477 • 6 13F filings • Apr 22, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $319K | 0.0%Prev: 0.0% | 2,096 SH | Increased |
| ABBVIE INC | COM | $798K | 0.1%Prev: 0.1% | 4,300 SH | Decreased |
| AGILENT TECHNOLOGIES INC | COM | $313K | 0.0%Prev: 0.0% | 2,655 SH | Increased |
| ALPHABET INC | CAP STK CL A | $295K | 0.0%Prev: 0.0% | 1,675 SH | Increased+15 SH |
| ALTSHARES TRUST | MERGER ARBITRAGE | $16.4M | 1.2%Prev: 1.2% | 574,500 SH | Decreased-7,696 SH |
| AMAZON COM INC | COM | $1.1M | 0.1%Prev: 0.1% | 5,060 SH | Increased+20 SH |
| ANALOG DEVICES INC | COM | $1.1M | 0.1%Prev: 0.1% | 4,431 SH | Increased |
| APPLE INC | COM | $7.2M | 0.5%Prev: 0.6% | 35,157 SH | Decreased+55 SH |
| APPLIED MATLS INC | COM | $618K | 0.0%Prev: 0.0% | 3,374 SH | Increased |
| AT&T INC | COM | $10.6M | 0.8%Prev: 1.2% | 367,896 SH | Decreased-198,349 SH |
| ATMOS ENERGY CORP | COM | $5.1M | 0.4%Prev: 1.0% | 33,289 SH | Decreased-55,859 SH |
| BANK AMERICA CORP | COM | $4.7M | 0.3%Prev: 0.3% | 98,566 SH | Increased-625 SH |
| BANK NEW YORK MELLON CORP | COM | $5.5M | 0.4%Prev: 0.4% | 59,907 SH | Increased-150 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.2M | 0.2%Prev: 0.2% | 3 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $691K | 0.0%Prev: 0.1% | 1,423 SH | Decreased-188 SH |
| BEST BUY INC | COM | $13.4M | 0.9%Prev: 1.1% | 199,844 SH | Decreased+2,453 SH |
| BLACKSTONE INC | COM | $1.4M | 0.1%Prev: 0.1% | 9,489 SH | Increased |
| BOOT BARN HLDGS INC | COM | $371K | 0.0%Prev: 0.0% | 2,440 SH | Increased |
| BRISTOL-MYERS SQUIBB CO | COM | $12.6M | 0.9%Prev: 1.2% | 271,448 SH | Decreased+548 SH |
| BROADCOM INC | COM | $5.2M | 0.4%Prev: 0.3% | 18,767 SH | Increased-2,038 SH |
| CAPITAL ONE FINL CORP | COM | $3.5M | 0.2%Prev: 0.2% | 16,603 SH | Increased+50 SH |
| CATERPILLAR INC | COM | $427K | 0.0%Prev: 0.0% | 1,100 SH | Increased |
| CHEVRON CORP NEW | COM | $14.6M | 1.0%Prev: 1.2% | 102,041 SH | Decreased-342 SH |
| CISCO SYS INC | COM | $26.7M | 1.9%Prev: 1.7% | 384,176 SH | Increased-543 SH |
| COCA COLA CO | COM | $216K | 0.0%Prev: 0.0% | 3,058 SH | Decreased+35 SH |
| COMCAST CORP NEW | CL A | $12.7M | 0.9%Prev: 1.0% | 355,596 SH | Decreased+1,765 SH |
| CONAGRA BRANDS INC | COM | $7.2M | 0.5%Prev: 0.7% | 351,083 SH | Decreased+8,876 SH |
| CONOCOPHILLIPS | COM | $13.9M | 1.0%Prev: 1.2% | 154,533 SH | Decreased+748 SH |
| CORNING INC | COM | $16.2M | 1.1%Prev: 0.5% | 307,138 SH | Increased+151,113 SH |
| COSTCO WHSL CORP NEW | COM | $2.1M | 0.1%Prev: 0.1% | 2,138 SH | Increased |
| CRESCENT ENERGY COMPANY | CL A COM | $125K | 0.0%Prev: 0.0% | 14,550 SH | Decreased |
| CSX CORP | COM | $206K | 0.0% | 6,325 SH | New |
| CVS HEALTH CORP | COM | $28.3M | 2.0%Prev: 2.0% | 409,735 SH | Increased+6,615 SH |
| DBX ETF TR | XTRACKERS MSCI | $432K | 0.0%Prev: 0.0% | 12,826 SH | Decreased-1,623 SH |
| DBX ETF TR | XTRACKERS MSCI E | $244K | 0.0%Prev: 0.0% | 7,819 SH | Decreased-1,027 SH |
| DBX ETF TR | XTRACKERS SHRT | $7.1M | 0.5%Prev: 0.5% | 156,481 SH | Increased-419 SH |
| DBX ETF TR | XTRACKRS S&P 500 | $1.8M | 0.1%Prev: 0.1% | 32,237 SH | Increased-2,282 SH |
| DELL TECHNOLOGIES INC | CL C | $1.3M | 0.1%Prev: 0.1% | 10,762 SH | Increased+125 SH |
| DEVON ENERGY CORP NEW | COM | $8.8M | 0.6%Prev: 0.7% | 276,213 SH | Decreased+3,223 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $1.2M | 0.1%Prev: 0.1% | 27,470 SH | Increased |
| DOLLAR GEN CORP NEW | COM | $11.6M | 0.8%Prev: 0.6% | 101,386 SH | Increased+517 SH |
| DOMINION ENERGY INC | COM | $1.9M | 0.1%Prev: 0.1% | 34,480 SH | Increased-15 SH |
| DOW INC | COM | $2.7M | 0.2%Prev: 0.7% | 101,086 SH | Decreased-180,060 SH |
| DUKE ENERGY CORP NEW | COM NEW | $14.1M | 1.0%Prev: 1.1% | 119,856 SH | Decreased-991 SH |
| EATON CORP PLC | SHS | $3.3M | 0.2%Prev: 0.2% | 9,345 SH | Increased-25 SH |
| EMERSON ELEC CO | COM | $22.2M | 1.6%Prev: 1.3% | 166,539 SH | Increased+4,336 SH |
| EXXON MOBIL CORP | COM | $18.3M | 1.3%Prev: 1.5% | 169,767 SH | Decreased+1,653 SH |
| FEDEX CORP | COM | $2.6M | 0.2%Prev: 0.2% | 11,265 SH | Decreased |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $6.8M | 0.5%Prev: 0.3% | 34,602 SH | Increased+4,938 SH |
| FIDELITY NATL INFORMATION SV | COM | $14.8M | 1.0%Prev: 1.0% | 181,960 SH | Increased+1,622 SH |
| FORD MTR CO | COM | $901K | 0.1%Prev: 0.1% | 83,073 SH | Increased-4,075 SH |
| FREEPORT-MCMORAN INC | CL B | $1.7M | 0.1%Prev: 0.0% | 38,773 SH | Increased+25,400 SH |
| FTAI AVIATION LTD | SHS | $403K | 0.0%Prev: 0.0% | 3,500 SH | Increased |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | $65K | 0.0%Prev: 0.0% | 10,500 SH | Increased |
| GE AEROSPACE | COM NEW | $587K | 0.0%Prev: 0.0% | 2,281 SH | Increased |
| GE VERNOVA INC | COM | $301K | 0.0% | 569 SH | New |
| GENUINE PARTS CO | COM | $12.5M | 0.9%Prev: 0.9% | 103,304 SH | Increased+370 SH |
| GLOBAL X FDS | 1-3 MONTH T-BILL | $829K | 0.1%Prev: 0.1% | 8,260 SH | Increased+1,350 SH |
| GOLDMAN SACHS GROUP INC | COM | $283K | 0.0%Prev: 0.0% | 400 SH | Increased |
| HANESBRANDS INC | COM | $610K | 0.0%Prev: 0.1% | 133,263 SH | Decreased |
| HEWLETT PACKARD ENTERPRISE C | COM | $14.9M | 1.0%Prev: 0.8% | 726,345 SH | Increased+3,009 SH |
| HOME DEPOT INC | COM | $5.8M | 0.4%Prev: 0.4% | 15,943 SH | Increased+308 SH |
| HP INC | COM | $14.4M | 1.0%Prev: 1.2% | 590,228 SH | Decreased+1,878 SH |
| INTEL CORP | COM | $2.5M | 0.2%Prev: 0.2% | 113,155 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $11.6M | 0.8%Prev: 0.7% | 39,506 SH | Increased-95 SH |
| INTERNATIONAL FLAVORS&FRAGRA | COM | $10.6M | 0.7%Prev: 0.6% | 144,016 SH | Increased+36,205 SH |
| INVESCO QQQ TR | UNIT SER 1 | $44.5M | 3.1%Prev: 2.8% | 80,697 SH | Increased-212 SH |
| ISHARES INC | CORE MSCI EMKT | $4.2M | 0.3%Prev: 0.3% | 69,418 SH | Increased+4,418 SH |
| ISHARES TR | 20 YR TR BD ETF | $19.0M | 1.3%Prev: 1.4% | 214,765 SH | Decreased+1,638 SH |
| ISHARES TR | 3 7 YR TREAS BD | $50.0M | 3.5%Prev: 3.8% | 419,902 SH | Decreased-22,222 SH |
| ISHARES TR | CORE MSCI EAFE | $808K | 0.1%Prev: 0.1% | 9,678 SH | Increased |
| ISHARES TR | CORE MSCI INTL | $6.8M | 0.5%Prev: 0.4% | 89,881 SH | Increased+12,131 SH |
| ISHARES TR | CORE MSCI TOTAL | $562K | 0.0%Prev: 0.0% | 7,274 SH | Increased-350 SH |
| ISHARES TR | CORE S&P MCP ETF | $17.0M | 1.2%Prev: 1.2% | 274,108 SH | Increased-3,157 SH |
| ISHARES TR | CORE S&P SCP ETF | $4.7M | 0.3%Prev: 0.3% | 43,313 SH | Increased-417 SH |
| ISHARES TR | CORE S&P TTL STK | $1.5M | 0.1%Prev: 0.1% | 10,874 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $63.0M | 4.5%Prev: 4.1% | 101,545 SH | Increased+611 SH |
| ISHARES TR | CORE TOTAL USD | $835K | 0.1%Prev: 0.1% | 18,066 SH | Decreased-1,155 SH |
| ISHARES TR | ESG ADVNCD HY BD | $200K | 0.0% | 4,218 SH | New |
| ISHARES TR | ESG AWR MSCI USA | $554K | 0.0%Prev: 0.0% | 4,095 SH | Increased-119 SH |
| ISHARES TR | ESG AWR US AGRGT | $2.0M | 0.1%Prev: 0.2% | 42,922 SH | Decreased-7,747 SH |
| ISHARES TR | ESG AWRE 1 5 YR | $821K | 0.1%Prev: 0.1% | 32,617 SH | Decreased-4,920 SH |
| ISHARES TR | ESG SELECT SCRE | $285K | 0.0%Prev: 0.0% | 6,872 SH | Increased-76 SH |
| ISHARES TR | FLTG RATE NT ETF | $379K | 0.0%Prev: 0.0% | 7,438 SH | Decreased-102 SH |
| ISHARES TR | IBOXX HI YD ETF | $212K | 0.0%Prev: 0.0% | 2,631 SH | Increased+92 SH |
| ISHARES TR | MBS ETF | $1.4M | 0.1%Prev: 0.1% | 15,053 SH | Increased+701 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.2M | 0.1%Prev: 0.1% | 5,701 SH | Increased+3 SH |
| ISHARES TR | SELECT DIVID ETF | $338K | 0.0%Prev: 0.0% | 2,548 SH | Decreased |
| JOHNSON & JOHNSON | COM | $19.0M | 1.3%Prev: 1.5% | 124,237 SH | Decreased-293 SH |
| JPMORGAN CHASE & CO. | COM | $26.9M | 1.9%Prev: 1.7% | 92,686 SH | Increased-427 SH |
| KELLANOVA | COM | $3.0M | 0.2%Prev: 1.0% | 37,376 SH | Decreased-131,363 SH |
| KEYCORP | COM | $1.9M | 0.1%Prev: 0.1% | 111,741 SH | Increased |
| KIMBERLY-CLARK CORP | COM | $14.1M | 1.0%Prev: 1.1% | 109,097 SH | Decreased+1,123 SH |
| KOHLS CORP | COM | $432K | 0.0%Prev: 0.0% | 50,945 SH | Increased |
| LINCOLN NATL CORP IND | COM | $2.1M | 0.1%Prev: 0.2% | 60,227 SH | Decreased |
| LOCKHEED MARTIN CORP | COM | $7.9M | 0.6%Prev: 0.6% | 17,082 SH | Increased-47 SH |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | $7.5M | 0.5% | 129,385 SH | New |
| M & T BK CORP | COM | $1.7M | 0.1%Prev: 0.1% | 8,800 SH | Increased |
| MASTERCARD INCORPORATED | CL A | $1.2M | 0.1%Prev: 0.1% | 2,195 SH | Decreased-130 SH |
| MEDTRONIC PLC | SHS | $16.2M | 1.1%Prev: 1.2% | 186,355 SH | Decreased+783 SH |
| MERCK & CO INC | COM | $11.6M | 0.8%Prev: 1.0% | 147,029 SH | Decreased-812 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.1%Prev: 0.1% | 1,626 SH | Increased |
| METLIFE INC | COM | $11.9M | 0.8%Prev: 0.9% | 147,467 SH | Decreased-774 SH |
| MICROSOFT CORP | COM | $8.4M | 0.6%Prev: 0.4% | 16,900 SH | Increased+720 SH |
| MONDELEZ INTL INC | CL A | $20.9M | 1.5%Prev: 1.5% | 309,617 SH | Increased+2,458 SH |
| NATIONAL FUEL GAS CO | COM | $6.1M | 0.4%Prev: 0.8% | 72,483 SH | Decreased-62,253 SH |
| NEW YORK LIFE INVESTMENTS ET | NYLI MERGER ARBI | $2.2M | 0.2%Prev: 0.2% | 61,745 SH | Increased-1,282 SH |
| NISOURCE INC | COM | $13.1M | 0.9%Prev: 1.0% | 324,563 SH | Decreased-3,611 SH |
| NORFOLK SOUTHN CORP | COM | $237K | 0.0%Prev: 0.0% | 925 SH | Increased |
| NUCOR CORP | COM | $2.9M | 0.2%Prev: 0.2% | 22,139 SH | Increased |
| NUSHARES ETF TR | ESG HI TLD CRP | $204K | 0.0%Prev: 0.0% | 9,377 SH | Decreased-3,700 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $790K | 0.1%Prev: 0.1% | 35,492 SH | Decreased-5,311 SH |
| NUVEEN CALIFORNIA MUNI VLU F | COM STK | $102K | 0.0%Prev: 0.0% | 11,772 SH | Increased |
| NVIDIA CORPORATION | COM | $3.6M | 0.3%Prev: 0.2% | 22,983 SH | Increased-10 SH |
| ORGANON & CO | COMMON STOCK | $1.2M | 0.1%Prev: 0.1% | 119,363 SH | Decreased+40,180 SH |
| PARAMOUNT GLOBAL | CLASS B COM | $871K | 0.1%Prev: 0.1% | 67,532 SH | Increased |
| PEPSICO INC | COM | $635K | 0.0%Prev: 0.1% | 4,812 SH | Decreased |
| PFIZER INC | COM | $12.7M | 0.9%Prev: 0.9% | 522,094 SH | Decreased+9,592 SH |
| PHILIP MORRIS INTL INC | COM | $16.9M | 1.2%Prev: 1.1% | 92,835 SH | Increased-4,867 SH |
| PPG INDS INC | COM | $9.3M | 0.7%Prev: 0.6% | 81,867 SH | Increased+1,016 SH |
| PPL CORP | COM | $2.3M | 0.2%Prev: 0.2% | 66,999 SH | Decreased |
| PROCTER AND GAMBLE CO | COM | $1.4M | 0.1%Prev: 0.1% | 9,020 SH | Decreased+264 SH |
| PRUDENTIAL FINL INC | COM | $12.3M | 0.9%Prev: 0.8% | 114,554 SH | Increased+11,361 SH |
| QUALCOMM INC | COM | $545K | 0.0%Prev: 0.0% | 3,420 SH | Increased |
| QUANTA SVCS INC | COM | $2.7M | 0.2%Prev: 0.1% | 7,151 SH | Increased-15 SH |
| RTX CORPORATION | COM | $20.3M | 1.4%Prev: 1.3% | 138,790 SH | Increased+854 SH |
| SALESFORCE INC | COM | $384K | 0.0%Prev: 0.0% | 1,410 SH | Increased+10 SH |
| SCHLUMBERGER LTD | COM STK | $5.4M | 0.4%Prev: 0.5% | 158,756 SH | Decreased+1,342 SH |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $1.1M | 0.1%Prev: 0.1% | 44,926 SH | Decreased-1,162 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $251K | 0.0%Prev: 0.0% | 10,544 SH | Increased+137 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $30.1M | 2.1%Prev: 1.9% | 1,233,489 SH | Increased+81,856 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $7.3M | 0.5%Prev: 0.4% | 261,445 SH | Increased+28,430 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.7M | 0.1%Prev: 0.1% | 66,277 SH | Increased+5,015 SH |
| SELECT SECTOR SPDR TR | FINANCIAL | $627K | 0.0%Prev: 0.0% | 11,977 SH | Increased |
| SHELL PLC | SPON ADS | $20.3M | 1.4%Prev: 1.5% | 287,610 SH | Decreased-606 SH |
| SIMON PPTY GROUP INC NEW | COM | $6.4M | 0.4%Prev: 0.5% | 39,532 SH | Decreased-35 SH |
| SKYWORKS SOLUTIONS INC | COM | $872K | 0.1%Prev: 0.1% | 11,695 SH | Increased |
| SMUCKER J M CO | COM NEW | $16.0M | 1.1%Prev: 1.0% | 162,453 SH | Increased+46,913 SH |
| SOUTHERN CO | COM | $459K | 0.0%Prev: 0.0% | 5,000 SH | Decreased-600 SH |
| SPDR GOLD TR | GOLD SHS | $488K | 0.0%Prev: 0.0% | 1,600 SH | Increased |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $373K | 0.0%Prev: 0.0% | 9,207 SH | Increased+1,036 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.6M | 0.1%Prev: 0.1% | 38,604 SH | Increased+2,804 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $6.4M | 0.4%Prev: 0.4% | 10,304 SH | Increased+175 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $304K | 0.0% | 3,318 SH | New |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $10.3M | 0.7% | 403,848 SH | New |
| SPDR SERIES TRUST | PORT MTG BK ETF | $5.3M | 0.4% | 239,881 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $26.0M | 1.8% | 773,187 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 GW | $1.4M | 0.1% | 14,427 SH | New |
| SPDR SERIES TRUST | PRTFLO S&P500 VL | $1.6M | 0.1% | 30,792 SH | New |
| SPDR SERIES TRUST | S&P 500 ESG ETF | $217K | 0.0% | 3,713 SH | New |
| STANLEY BLACK & DECKER INC | COM | $14.7M | 1.0%Prev: 0.8% | 217,465 SH | Increased+72,250 SH |
| STATE STR CORP | COM | $7.3M | 0.5%Prev: 0.4% | 68,672 SH | Increased+1,072 SH |
| SYSCO CORP | COM | $6.3M | 0.4% | 83,255 SH | New |
| TAPESTRY INC | COM | $6.5M | 0.5%Prev: 1.1% | 74,007 SH | Decreased-149,236 SH |
| TARGET CORP | COM | $10.5M | 0.7%Prev: 0.8% | 106,921 SH | Decreased+2,889 SH |
| TEXAS CAP BANCSHARES INC | COM | $413K | 0.0%Prev: 0.0% | 5,200 SH | Increased |
| TEXAS INSTRS INC | COM | $15.7M | 1.1%Prev: 0.5% | 75,751 SH | Increased+40,652 SH |
| TJX COS INC NEW | COM | $1.7M | 0.1%Prev: 0.1% | 13,819 SH | Decreased-515 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.7M | 0.1%Prev: 0.1% | 3,994 SH | Increased-961 SH |
| TRAVELERS COMPANIES INC | COM | $12.2M | 0.9%Prev: 1.0% | 45,699 SH | Decreased-4,752 SH |
| TRUIST FINL CORP | COM | $18.8M | 1.3%Prev: 1.3% | 437,087 SH | Increased+1,437 SH |
| TYSON FOODS INC | CL A | $1.8M | 0.1%Prev: 0.1% | 31,630 SH | Decreased |
| UNITED PARCEL SERVICE INC | CL B | $17.0M | 1.2%Prev: 1.3% | 168,352 SH | Decreased+1,419 SH |
| US BANCORP DEL | COM NEW | $15.9M | 1.1%Prev: 1.1% | 351,965 SH | Increased-294 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $376K | 0.0%Prev: 0.0% | 4,781 SH | Increased+1,037 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.1M | 0.3%Prev: 0.3% | 55,677 SH | Increased+656 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $205K | 0.0%Prev: 0.0% | 468 SH | Decreased-489 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $3.1M | 0.2%Prev: 0.2% | 10,841 SH | Increased+106 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.4M | 0.1%Prev: 0.1% | 5,145 SH | Increased-65 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $52.1M | 3.7%Prev: 3.4% | 91,746 SH | Increased-263 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $4.2M | 0.3%Prev: 0.3% | 13,855 SH | Increased+951 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $1.5M | 0.1%Prev: 0.1% | 22,146 SH | Increased-63 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $17.6M | 1.2%Prev: 1.2% | 356,073 SH | Increased-16,811 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $10.8M | 0.8%Prev: 0.8% | 130,470 SH | Decreased-5,819 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $6.0M | 0.4%Prev: 0.5% | 99,631 SH | Decreased-9,244 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $3.8M | 0.3%Prev: 0.3% | 68,255 SH | Decreased-384 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $39.6M | 2.8%Prev: 2.9% | 854,966 SH | Decreased-11,386 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $460K | 0.0%Prev: 0.0% | 5,786 SH | Increased+195 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.1%Prev: 0.1% | 6,290 SH | Increased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $37.5M | 2.6%Prev: 2.5% | 657,352 SH | Increased-16,534 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.3M | 0.2%Prev: 0.1% | 3,460 SH | Increased+7 SH |
| VENTAS INC | COM | $11.3M | 0.8%Prev: 0.8% | 178,920 SH | Increased+20,244 SH |
| VERIZON COMMUNICATIONS INC | COM | $12.8M | 0.9%Prev: 1.0% | 295,076 SH | Decreased-1,831 SH |
| VISA INC | COM CL A | $1.5M | 0.1%Prev: 0.1% | 4,235 SH | Decreased-230 SH |
| WALMART INC | COM | $2.7M | 0.2%Prev: 0.2% | 27,478 SH | Decreased-8,616 SH |
| WELLS FARGO CO NEW | COM | $25.1M | 1.8%Prev: 1.6% | 312,955 SH | Increased-269 SH |
| 13F-HR |
| 0001710477-26-000003 |
| $1.48B |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003971 | $1.41B | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002212 | $1.37B | View |