Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $30,700,009 | 153,431 | SH | None |
| ISHARES TR | IWB | RUS 1000 ETF | $11,923,412 | 29,117 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $9,891,465 | 46,489 | SH | None |
| APPLE INC | AAPL | COM | $8,098,800 | 27,988 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $7,981,517 | 93,362 | SH | None |
| MICROSOFT CORP | MSFT | COM | $7,051,329 | 18,903 | SH | None |
| TESLA INC | TSLA | COM | $6,203,429 | 14,749 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $6,164,279 | 18,832 | SH | None |
| AMAZON COM INC | AMZN | COM | $6,011,173 | 25,221 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,959,959 | 8,677 | SH | None |
| FRANKLIN RESOURCES INC | BEN | COM | $5,733,519 | 172,333 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $5,386,167 | 17,927 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $4,709,248 | 89,854 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $4,664,471 | 38,416 | SH | None |
| CATERPILLAR INC | CAT | COM | $3,917,807 | 3,679 | SH | None |
| DEERE & CO | DE | COM | $3,722,248 | 5,868 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $3,496,377 | 4,682 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $3,169,852 | 32,821 | SH | None |
| BROADCOM INC | AVGO | COM | $3,168,189 | 8,387 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $3,167,372 | 2,744 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,077,546 | 18,116 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $3,055,598 | 8,648 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $2,949,760 | 49,418 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $2,684,717 | 7,937 | SH | None |
| SPDR SERIES TRUST | SPTL | ST LON TREAS ETF | $2,610,567 | 99,526 | SH | None |
| ELI LILLY & CO | LLY | COM | $2,545,190 | 2,122 | SH | None |
| JANUS DETROIT STR TR | JMBS | HENDERSON MTG | $2,514,446 | 55,889 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,500,932 | 6,789 | SH | None |
| FRANKLIN TEMPLETON ETF TR | FLMI | FRANKLIN DYN MUN | $2,400,230 | 95,360 | SH | None |
| WALMART INC | WMT | COM | $2,305,181 | 20,353 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $2,099,414 | 25,343 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $2,071,124 | 4,131 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $2,029,970 | 2,170 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $1,971,919 | 10,900 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,952,362 | 14,280 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | GRID | NASDQ CLN EDGE | $1,919,418 | 10,010 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $1,882,891 | 4,364 | SH | None |
| UNION PAC CORP | UNP | COM | $1,856,791 | 6,826 | SH | None |
| CASEYS GEN STORES INC | CASY | COM | $1,819,280 | 2,289 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $1,713,622 | 6,960 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $1,673,835 | 4,209 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,623,889 | 4,544 | SH | None |
| CHENIERE ENERGY INC | LNG | COM NEW | $1,555,716 | 6,509 | SH | None |
| ROCKWELL AUTOMATION INC | ROK | COM | $1,530,787 | 3,092 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $1,482,763 | 2,887 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,439,253 | 1,423 | SH | None |
| MONDELEZ INTL INC | MDLZ | CL A | $1,398,860 | 24,185 | SH | None |
| AIR PRODUCTS AND CHEMICALS I | APD | COM | $1,381,464 | 4,712 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $1,354,574 | 1,775 | SH | None |
| ISHARES TR | IGIB | ISHS 5-10YR INVT | $1,331,273 | 25,038 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.