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The Analysis of Bristlecone Advisors, LLC's Holdings & P&L

Currently, Bristlecone Advisors, LLC holds 233 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+74.1K shares, valued at $6.2M), BND (+59.4K shares, valued at $4.4M), N/A (+25.3K shares, valued at $4.2M); decreased their positions in MSFT (-89.9K shares, valued at $46.5M), VTI (-35.2K shares, valued at $11.5M), AMZN (-35.1K shares, valued at $7.7M); initiated new positions in N/A (+74.1K shares, valued at $6.2M), N/A (+25.3K shares, valued at $4.2M), SPMB (+45.0K shares, valued at $1.0M).

1M P&L

+109.4M+8.94%

3M P&L

+26.2M+2.01%

HY P&L

+43.2M+3.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A644.6M

54.4%

2Software - Infrastructure130.0M

11.0%

3Semiconductors53.0M

4.5%

Top Industries by Stock Count

1N/A114 stocks

49.6%

2Drug Manufacturers - General8 stocks

3.5%

3Software - Application6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP226.3K shares-28.42%2025-09-302025-10-24

IVV ISHARES TR100.1K shares3.69%2025-09-302025-10-24

NVDA NVIDIA CORPORATION260.0K shares-1.05%2025-09-302025-10-24

AAPL APPLE INC177.5K shares-10.56%2025-09-302025-10-24

SPDW SPDR INDEX SHS FDS976.9K shares2.50%2025-09-302025-10-24

AGG ISHARES TR385.5K shares-1.08%2025-09-302025-10-24

IJH ISHARES TR498.3K shares1.37%2025-09-302025-10-24

SCHX SCHWAB STRATEGIC TR1.2M shares-0.55%2025-09-302025-10-24

Sponsored

AMZN AMAZON COM INC122.2K shares-22.32%2025-09-302025-10-24

VV VANGUARD INDEX FDS83.7K shares0.20%2025-09-302025-10-24

GOOGL ALPHABET INC104.1K shares-2.02%2025-09-302025-10-24

COST COSTCO WHSL CORP NEW26.6K shares-0.57%2025-09-302025-10-24

SPAB SPDR SERIES TRUST877.7K shares-3.01%2025-09-302025-10-24

BND VANGUARD BD INDEX FDS303.3K shares24.35%2025-09-302025-10-24

XLK SELECT SECTOR SPDR TR77.0K shares0.26%2025-09-302025-10-24

AJG GALLAGHER ARTHUR J & CO67.8K shares0.00%2025-09-302025-10-24

Sponsored

DLN WISDOMTREE TR227.0K shares1.41%2025-09-302025-10-24

IJR ISHARES TR163.3K shares5.15%2025-09-302025-10-24

JPST J P MORGAN EXCHANGE TRADED F345.0K shares24.80%2025-09-302025-10-24

VB VANGUARD INDEX FDS64.2K shares1.13%2025-09-302025-10-24

SPY SPDR S&P 500 ETF TR24.0K shares2.48%2025-09-302025-10-24

VUG VANGUARD INDEX FDS33.3K shares0.37%2025-09-302025-10-24

VEA VANGUARD TAX-MANAGED FDS264.8K shares1.67%2025-09-302025-10-24

IWR ISHARES TR163.2K shares0.10%2025-09-302025-10-24

Sponsored

META META PLATFORMS INC19.8K shares0.69%2025-09-302025-10-24

SCHF SCHWAB STRATEGIC TR565.3K shares-6.13%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INC61.7K shares-0.41%2025-09-302025-10-24

JPM JPMORGAN CHASE & CO.34.4K shares-2.18%2025-09-302025-10-24

BRK.B BERKSHIRE HATHAWAY INC DEL19.8K shares-1.98%2025-09-302025-10-24

TSLA TESLA INC21.8K shares-5.27%2025-09-302025-10-24

QQQ INVESCO QQQ TR15.6K shares-0.60%2025-09-302025-10-24

SPYG SPDR SERIES TRUST81.6K shares9.46%2025-09-302025-10-24

Sponsored

VWO VANGUARD INTL EQUITY INDEX F156.5K shares3.31%2025-09-302025-10-24

GSST GOLDMAN SACHS ETF TR156.7K shares7.13%2025-09-302025-10-24

V VISA INC22.0K shares-2.56%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON39.2K shares-3.30%2025-09-302025-10-24

VO VANGUARD INDEX FDS24.5K shares-0.04%2025-09-302025-10-24

EFA ISHARES TR74.3K shares0.32%2025-09-302025-10-24

NFLX NETFLIX INC5.7K shares3.52%2025-09-302025-10-24

GCOR GOLDMAN SACHS ETF TR156.8K shares13.59%2025-09-302025-10-24

Sponsored

HD HOME DEPOT INC16.0K shares-2.79%2025-09-302025-10-24

FORTINET INC FORTINET INC74.1K sharesnew addition2025-09-302025-10-24

USFR WISDOMTREE TR113.3K shares-32.83%2025-09-302025-10-24

TRV TRAVELERS COMPANIES INC19.2K shares-3.36%2025-09-302025-10-24

LRCX LAM RESEARCH CORP39.3K shares-3.27%2025-09-302025-10-24

SOXX ISHARES TR19.2K shares-0.24%2025-09-302025-10-24

ITA ISHARES TR23.6K shares-0.67%2025-09-302025-10-24

NKE NIKE INC70.5K shares-12.52%2025-09-302025-10-24

Sponsored

SPEM SPDR INDEX SHS FDS103.6K shares0.86%2025-09-302025-10-24

AMGN AMGEN INC16.7K shares-2.46%2025-09-302025-10-24

BLK BLACKROCK INC4.0K shares-1.84%2025-09-302025-10-24

SBUX STARBUCKS CORP54.7K shares-3.24%2025-09-302025-10-24

WPM WHEATON PRECIOUS METALS CORP39.6K shares-5.24%2025-09-302025-10-24

VTEB VANGUARD MUN BD FDS87.5K shares-7.22%2025-09-302025-10-24

RTX CORPORATION RTX CORPORATION25.3K sharesnew addition2025-09-302025-10-24

XOM EXXON MOBIL CORP37.5K shares0.75%2025-09-302025-10-24

Sponsored

CTAS CINTAS CORP20.5K shares-4.33%2025-09-302025-10-24

PEP PEPSICO INC29.7K shares-1.36%2025-09-302025-10-24

VOO VANGUARD INDEX FDS6.7K shares0.06%2025-09-302025-10-24

PCAR PACCAR INC41.2K shares-0.90%2025-09-302025-10-24

BKNG BOOKING HOLDINGS INC736 shares-5.64%2025-09-302025-10-24

IVW ISHARES TR32.4K shares0.03%2025-09-302025-10-24

MDY SPDR S&P MIDCAP 400 ETF TR6.5K shares0.46%2025-09-302025-10-24

SLYG SPDR SERIES TRUST41.2K shares8.14%2025-09-302025-10-24

Sponsored

MBB ISHARES TR40.5K shares26.95%2025-09-302025-10-24

ECL ECOLAB INC12.7K shares-4.44%2025-09-302025-10-24

DBND DOUBLELINE ETF TRUST74.7K shares41.76%2025-09-302025-10-24

VGT VANGUARD WORLD FD4.6K shares-63.79%2025-09-302025-10-24

DHR DANAHER CORPORATION17.4K shares-2.02%2025-09-302025-10-24

VEEV VEEVA SYS INC11.1K shares-2.77%2025-09-302025-10-24

CB CHUBB LIMITED11.6K shares-3.02%2025-09-302025-10-24

SCHM SCHWAB STRATEGIC TR109.7K shares-0.37%2025-09-302025-10-24

Sponsored

NOC NORTHROP GRUMMAN CORP5.3K shares-2.00%2025-09-302025-10-24

JEPI J P MORGAN EXCHANGE TRADED F54.0K shares-4.86%2025-09-302025-10-24

DIS DISNEY WALT CO26.8K shares-8.41%2025-09-302025-10-24

PG PROCTER AND GAMBLE CO19.9K shares2.00%2025-09-302025-10-24

QUAL ISHARES TR15.5K shares-0.75%2025-09-302025-10-24

IEMG ISHARES INC45.4K shares5.45%2025-09-302025-10-24

GOOG ALPHABET INC12.0K shares-9.34%2025-09-302025-10-24

UNH UNITEDHEALTH GROUP INC8.4K shares-6.72%2025-09-302025-10-24

Sponsored

NEE NEXTERA ENERGY INC35.9K shares-1.39%2025-09-302025-10-24

HON HONEYWELL INTL INC12.9K shares-1.79%2025-09-302025-10-24

UNP UNION PAC CORP11.3K shares0.23%2025-09-302025-10-24

UBER UBER TECHNOLOGIES INC26.6K shares-11.57%2025-09-302025-10-24

GIGB GOLDMAN SACHS ETF TR55.1K shares12.45%2025-09-302025-10-24

ADBE ADOBE INC7.2K shares-21.86%2025-09-302025-10-24

VXUS VANGUARD STAR FDS34.5K shares5.62%2025-09-302025-10-24

EXPD EXPEDITORS INTL WASH INC20.6K shares-2.73%2025-09-302025-10-24

Sponsored

VLO VALERO ENERGY CORP14.9K shares-5.10%2025-09-302025-10-24

MDYG SPDR SERIES TRUST27.1K shares6.30%2025-09-302025-10-24

KLAC KLA CORP2.3K shares0.00%2025-09-302025-10-24

ANET ARISTA NETWORKS INC16.4K shares0.74%2025-09-302025-10-24

CVX CHEVRON CORP NEW15.3K shares10.03%2025-09-302025-10-24

SCHG SCHWAB STRATEGIC TR73.3K shares0.03%2025-09-302025-10-24

JMST J P MORGAN EXCHANGE TRADED F45.4K shares5.38%2025-09-302025-10-24

ZTS ZOETIS INC14.7K shares-4.58%2025-09-302025-10-24

Sponsored

SPYV SPDR SERIES TRUST36.9K shares0.03%2025-09-302025-10-24

PSA PUBLIC STORAGE OPER CO6.8K shares-4.25%2025-09-302025-10-24

VYM VANGUARD WHITEHALL FDS13.7K shares-8.68%2025-09-302025-10-24

LLY ELI LILLY & CO2.5K shares35.27%2025-09-302025-10-24

DLS WISDOMTREE TR23.9K shares9.24%2025-09-302025-10-24

IAU ISHARES GOLD TR26.0K shares5.61%2025-09-302025-10-24

TXN TEXAS INSTRS INC10.0K shares-0.13%2025-09-302025-10-24

TTEK TETRA TECH INC NEW54.5K shares-12.67%2025-09-302025-10-24

Sponsored

USB US BANCORP DEL34.9K shares-5.71%2025-09-302025-10-24

IWM ISHARES TR6.9K shares-15.30%2025-09-302025-10-24

IVE ISHARES TR8.0K shares12.54%2025-09-302025-10-24

SO SOUTHERN CO16.8K shares-1.00%2025-09-302025-10-24

XBI SPDR SERIES TRUST15.6K shares-5.04%2025-09-302025-10-24

EQIX EQUINIX INC1.9K shares-5.26%2025-09-302025-10-24

UPS UNITED PARCEL SERVICE INC17.3K shares-18.98%2025-09-302025-10-24

CMCSA COMCAST CORP NEW44.1K shares-15.01%2025-09-302025-10-24

Sponsored

PYPL PAYPAL HLDGS INC19.8K shares-26.55%2025-09-302025-10-24

MCK MCKESSON CORP1.7K shares0.00%2025-09-302025-10-24

SGOV ISHARES TR12.7K shares146.95%2025-09-302025-10-24

INTC INTEL CORP38.0K shares-23.63%2025-09-302025-10-24

PFE PFIZER INC49.3K shares-34.67%2025-09-302025-10-24

GBIL GOLDMAN SACHS ETF TR12.2K shares-20.59%2025-09-302025-10-24

XLY SELECT SECTOR SPDR TR5.0K shares0.00%2025-09-302025-10-24

DON WISDOMTREE TR21.8K shares-2.14%2025-09-302025-10-24

Sponsored

GQRE FLEXSHARES TR18.5K shares-4.13%2025-09-302025-10-24

BA BOEING CO5.1K shares-1.66%2025-09-302025-10-24

MRK MERCK & CO INC12.7K shares-9.74%2025-09-302025-10-24

WY WEYERHAEUSER CO MTN BE42.8K shares-24.26%2025-09-302025-10-24

SCHA SCHWAB STRATEGIC TR38.0K shares0.01%2025-09-302025-10-24

IEFA ISHARES TR12.1K shares2.11%2025-09-302025-10-24

ICSH ISHARES TR20.7K shares12.92%2025-09-302025-10-24

ORCL ORACLE CORP3.7K shares253.08%2025-09-302025-10-24

Sponsored

SPMB SPDR SERIES TRUST45.0K sharesnew addition2025-09-302025-10-24

XLV SELECT SECTOR SPDR TR7.1K shares0.71%2025-09-302025-10-24

VTI VANGUARD INDEX FDS3.0K shares-92.18%2025-09-302025-10-24

PWRD TCW ETF TRUST9.6K shares13.81%2025-09-302025-10-24

GLD SPDR GOLD TR2.6K shares138.06%2025-09-302025-10-24

USIG ISHARES TR17.3K sharesnew addition2025-09-302025-10-24

CMF ISHARES TR15.7K shares-7.98%2025-09-302025-10-24

GOVT ISHARES TR36.6K sharesnew addition2025-09-302025-10-24

Sponsored

IWF ISHARES TR1.8K shares0.00%2025-09-302025-10-24

ABBV ABBVIE INC3.5K shares134.90%2025-09-302025-10-24

VTV VANGUARD INDEX FDS4.4K shares5.53%2025-09-302025-10-24

BTC GRAYSCALE BITCOIN MINI TR ET16.0K shares-14.97%2025-09-302025-10-24

IBIT ISHARES BITCOIN TRUST ETF12.3K shares0.00%2025-09-302025-10-24

GS GOLDMAN SACHS GROUP INC993 shares6.20%2025-09-302025-10-24

SYY SYSCO CORP9.6K shares-16.76%2025-09-302025-10-24

K KELLANOVA9.6K shares-14.28%2025-09-302025-10-24

Sponsored

KR KROGER CO11.5K shares0.00%2025-09-302025-10-24

AMD ADVANCED MICRO DEVICES INC4.7K shares-3.02%2025-09-302025-10-24

CRM SALESFORCE INC3.2K shares-38.35%2025-09-302025-10-24

PSTG PURE STORAGE INC9.0K shares0.00%2025-09-302025-10-24

VIOV VANGUARD ADMIRAL FDS INC7.8K shares0.00%2025-09-302025-10-24

COP CONOCOPHILLIPS7.7K shares3.85%2025-09-302025-10-24

WORLD GOLD TR WORLD GOLD TR9.0K sharesnew addition2025-09-302025-10-24

PULS PGIM ETF TR13.7K sharesnew addition2025-09-302025-10-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.00%2025-09-302025-10-24

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.26%2025-09-302025-10-24

MUB ISHARES TR6.2K shares-34.20%2025-09-302025-10-24

ITOT ISHARES TR4.5K shares0.00%2025-09-302025-10-24

BNDW VANGUARD SCOTTSDALE FDS9.1K sharesnew addition2025-09-302025-10-24

IUSG ISHARES TR3.8K shares915.14%2025-09-302025-10-24

WMT WALMART INC5.9K shares16.16%2025-09-302025-10-24

AVGO BROADCOM INC1.8K sharesnew addition2025-09-302025-10-24

Sponsored

VMBS VANGUARD SCOTTSDALE FDS12.6K sharesnew addition2025-09-302025-10-24

IWD ISHARES TR2.9K shares0.00%2025-09-302025-10-24

SHW SHERWIN WILLIAMS CO1.6K shares-0.84%2025-09-302025-10-24

TYL TYLER TECHNOLOGIES INC1.0K shares0.00%2025-09-302025-10-24

DFAE DIMENSIONAL ETF TRUST16.9K shares6.05%2025-09-302025-10-24

ALB ALBEMARLE CORP6.4K shares-50.60%2025-09-302025-10-24

IYR ISHARES TR5.1K shares-10.98%2025-09-302025-10-24

XLB SELECT SECTOR SPDR TR5.6K shares0.00%2025-09-302025-10-24

Sponsored

LMT LOCKHEED MARTIN CORP982 shares0.00%2025-09-302025-10-24

VOOV VANGUARD ADMIRAL FDS INC2.4K shares0.00%2025-09-302025-10-24

CSX CSX CORP13.5K shares0.00%2025-09-302025-10-24

ATRO ASTRONICS CORP10.3K shares0.00%2025-09-302025-10-24

SYK STRYKER CORPORATION1.3K shares30.02%2025-09-302025-10-24

PANW PALO ALTO NETWORKS INC2.2K shares10.40%2025-09-302025-10-24

AMT AMERICAN TOWER CORP NEW2.3K shares0.00%2025-09-302025-10-24

SHM SPDR SERIES TRUST8.7K shares0.00%2025-09-302025-10-24

Sponsored

BNDX VANGUARD CHARLOTTE FDS8.4K sharesnew addition2025-09-302025-10-24

CSCO CISCO SYS INC6.0K shares0.00%2025-09-302025-10-24

VEU VANGUARD INTL EQUITY INDEX F5.7K shares0.00%2025-09-302025-10-24

VCIT VANGUARD SCOTTSDALE FDS4.8K shares0.40%2025-09-302025-10-24

XLE SELECT SECTOR SPDR TR4.4K shares0.11%2025-09-302025-10-24

PNC PNC FINL SVCS GROUP INC2.0K shares-0.36%2025-09-302025-10-24

NVO NOVO-NORDISK A S6.9K shares-54.95%2025-09-302025-10-24

PM PHILIP MORRIS INTL INC2.3K shares-2.89%2025-09-302025-10-24

Sponsored

EFG ISHARES TR3.3K shares0.00%2025-09-302025-10-24

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares12.81%2025-09-302025-10-24

SLV ISHARES SILVER TR8.4K shares0.00%2025-09-302025-10-24

VTES VANGUARD WELLINGTON FD3.5K shares73.71%2025-09-302025-10-24

AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-09-302025-10-24

VSS VANGUARD INTL EQUITY INDEX F2.4K shares0.00%2025-09-302025-10-24

IWB ISHARES TR930 shares0.00%2025-09-302025-10-24

TMO THERMO FISHER SCIENTIFIC INC694 sharesnew addition2025-09-302025-10-24

Sponsored

SHOP SHOPIFY INC2.2K shares0.32%2025-09-302025-10-24

VCSH VANGUARD SCOTTSDALE FDS4.1K shares0.00%2025-09-302025-10-24

BMNR BITMINE IMMERSION TECNOLOGIE6.2K sharesnew addition2025-09-302025-10-24

WDAY WORKDAY INC1.3K shares0.00%2025-09-302025-10-24

IYH ISHARES TR5.5K shares0.00%2025-09-302025-10-24

BAC BANK AMERICA CORP6.0K shares0.05%2025-09-302025-10-24

ESGV VANGUARD WORLD FD2.5K shares-0.82%2025-09-302025-10-24

CAT CATERPILLAR INC629 shares0.00%2025-09-302025-10-24

Sponsored

SCHI SCHWAB STRATEGIC TR13.0K shares1.26%2025-09-302025-10-24

ABT ABBOTT LABS2.2K shares0.00%2025-09-302025-10-24

COWZ PACER FDS TR5.1K sharesnew addition2025-09-302025-10-24

USRT ISHARES TR5.0K shares0.00%2025-09-302025-10-24

TJX TJX COS INC NEW2.0K shares-4.50%2025-09-302025-10-24

LOW LOWES COS INC1.1K shares0.00%2025-09-302025-10-24

ETHA ISHARES ETHEREUM TR9.0K sharesnew addition2025-09-302025-10-24

FAST FASTENAL CO5.8K shares0.00%2025-09-302025-10-24

Sponsored

XLF SELECT SECTOR SPDR TR5.2K shares0.00%2025-09-302025-10-24

VNQ VANGUARD INDEX FDS3.0K shares0.00%2025-09-302025-10-24

XLI SELECT SECTOR SPDR TR1.7K shares0.00%2025-09-302025-10-24

DVY ISHARES TR1.8K shares1.88%2025-09-302025-10-24

BX BLACKSTONE INC1.5K shares-13.45%2025-09-302025-10-24

AMAT APPLIED MATLS INC1.3K shares-1.92%2025-09-302025-10-24

MGK VANGUARD WORLD FD640 shares0.00%2025-09-302025-10-24

IDXX IDEXX LABS INC401 shares0.00%2025-09-302025-10-24

Sponsored

WBD WARNER BROS DISCOVERY INC13.0K shares0.00%2025-09-302025-10-24

RKLB ROCKET LAB CORP5.2K sharesnew addition2025-09-302025-10-24

MCD MCDONALDS CORP796 shares0.00%2025-09-302025-10-24

AZO AUTOZONE INC56 shares-3.45%2025-09-302025-10-24

PHM PULTE GROUP INC1.8K sharesnew addition2025-09-302025-10-24

VHT VANGUARD WORLD FD895 shares0.00%2025-09-302025-10-24

EEM ISHARES TR4.3K shares36.51%2025-09-302025-10-24

EAGG ISHARES TR4.8K shares0.00%2025-09-302025-10-24

Sponsored

IVOO VANGUARD ADMIRAL FDS INC2.1K shares0.00%2025-09-302025-10-24

KO COCA COLA CO3.4K shares0.00%2025-09-302025-10-24

FNV FRANCO NEV CORP1.0K sharesnew addition2025-09-302025-10-24

NVS NOVARTIS AG1.7K shares0.00%2025-09-302025-10-24

DES WISDOMTREE TR6.3K shares-67.18%2025-09-302025-10-24

TSCO TRACTOR SUPPLY CO3.7K sharesnew addition2025-09-302025-10-24

GE GE AEROSPACE698 sharesnew addition2025-09-302025-10-24

PH PARKER-HANNIFIN CORP267 sharesnew addition2025-09-302025-10-24

Sponsored

RGLD ROYAL GOLD INC1.0K sharesnew addition2025-09-302025-10-24

MSFT

MICROSOFT CORP

-28.42%

Shares226.3K

Event2025-09-30

Filed2025-10-24

IVV

ISHARES TR

3.69%

Shares100.1K

Event2025-09-30

Filed2025-10-24

NVDA

NVIDIA CORPORATION

-1.05%

Shares260.0K

Event2025-09-30

Filed2025-10-24

AAPL

APPLE INC

-10.56%

Shares177.5K

Event2025-09-30

Filed2025-10-24

SPDW

SPDR INDEX SHS FDS

2.50%

Shares976.9K

Event2025-09-30

Filed2025-10-24

AGG

ISHARES TR

-1.08%

Shares385.5K

Event2025-09-30

Filed2025-10-24

IJH

ISHARES TR

1.37%

Shares498.3K

Event2025-09-30

Filed2025-10-24

SCHX

SCHWAB STRATEGIC TR

-0.55%

Shares1.2M

Event2025-09-30

Filed2025-10-24

AMZN

AMAZON COM INC

-22.32%

Shares122.2K

Event2025-09-30

Filed2025-10-24

VANGUARD INDEX FDS

0.20%

Shares83.7K

Event2025-09-30

Filed2025-10-24

GOOGL

ALPHABET INC

-2.02%

Shares104.1K

Event2025-09-30

Filed2025-10-24

COST

COSTCO WHSL CORP NEW

-0.57%

Shares26.6K

Event2025-09-30

Filed2025-10-24

SPAB

SPDR SERIES TRUST

-3.01%

Shares877.7K

Event2025-09-30

Filed2025-10-24

BND

VANGUARD BD INDEX FDS

24.35%

Shares303.3K

Event2025-09-30

Filed2025-10-24

XLK

SELECT SECTOR SPDR TR

0.26%

Shares77.0K

Event2025-09-30

Filed2025-10-24

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares67.8K

Event2025-09-30

Filed2025-10-24

DLN

WISDOMTREE TR

1.41%

Shares227.0K

Event2025-09-30

Filed2025-10-24

IJR

ISHARES TR

5.15%

Shares163.3K

Event2025-09-30

Filed2025-10-24

JPST

J P MORGAN EXCHANGE TRADED F

24.80%

Shares345.0K

Event2025-09-30

Filed2025-10-24

VANGUARD INDEX FDS

1.13%

Shares64.2K

Event2025-09-30

Filed2025-10-24

SPY

SPDR S&P 500 ETF TR

2.48%

Shares24.0K

Event2025-09-30

Filed2025-10-24

VUG

VANGUARD INDEX FDS

0.37%

Shares33.3K

Event2025-09-30

Filed2025-10-24

VEA

VANGUARD TAX-MANAGED FDS

1.67%

Shares264.8K

Event2025-09-30

Filed2025-10-24

IWR

ISHARES TR

0.10%

Shares163.2K

Event2025-09-30

Filed2025-10-24