Westmount Partners, LLC
CIK 0002051491
Annualised vol
11.478976%
Beta
0.565866
HHI
258.884137
Top-10 weight
38.36443%
VaR 95%
1.113772%
VaR 99%
2.076217%
Max drawdown
16.032906%
Matched value
53.667679%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AAPL | ADDED | 185,006 | 172,733 | 7.11% | 53,533,203 |
| NVDA | ADDED | 94,479 | 89,548 | 5.51% | 18,904,225 |
| AVGO | ADDED | 48,578 | 48,228 | 0.73% | 18,350,400 |
| GOOGL | REDUCED | 47,152 | 48,801 | -3.38% | 16,784,156 |
| MSFT | ADDED | 38,728 | 37,984 | 1.96% | 14,446,351 |
| AMZN | ADDED | 49,396 | 47,993 | 2.92% | 11,773,018 |
| WMT | ADDED | 57,307 | 57,101 | 0.36% | 6,490,550 |
| MRVL | ADDED | 13,807 | 13,354 | 3.39% | 4,112,884 |
| ILMN | REDUCED | 22,726 | 35,119 | -35.29% | 3,995,913 |
| ASTH | UNCHANGED | 77,755 | 77,755 | 0.0% | 3,608,610 |
| COST | ADDED | 3,672 | 3,647 | 0.69% | 3,435,045 |
| META | ADDED | 5,794 | 5,381 | 7.68% | 3,263,617 |
| TSLA | ADDED | 7,731 | 7,110 | 8.73% | 3,251,599 |
| BMRC | UNCHANGED | 115,484 | 115,484 | 0.0% | 3,198,907 |
| INTC | REDUCED | 21,865 | 28,938 | -24.44% | 3,052,941 |
| JPM | ADDED | 9,237 | 9,124 | 1.24% | 3,023,630 |
| ORCL | ADDED | 19,689 | 19,365 | 1.67% | 2,885,458 |
| LLY | ADDED | 2,389 | 2,307 | 3.55% | 2,865,697 |
| KFY | UNCHANGED | 41,518 | 41,518 | 0.0% | 2,764,268 |
| JNJ | REDUCED | 9,734 | 11,315 | -13.97% | 2,472,026 |
| HD | ADDED | 6,536 | 6,501 | 0.54% | 2,305,142 |
| PG | REDUCED | 15,517 | 17,399 | -10.82% | 2,275,344 |
| V | ADDED | 6,515 | 6,404 | 1.73% | 2,235,211 |
| NFLX | REDUCED | 29,412 | 30,394 | -3.23% | 2,099,992 |
| CAT | ADDED | 1,859 | 1,855 | 0.22% | 1,980,036 |
| PANW | ADDED | 5,100 | 4,600 | 10.87% | 1,739,202 |
| LRCX | ADDED | 3,763 | 3,130 | 20.22% | 1,630,742 |
| WSM | ADDED | 6,623 | 6,598 | 0.38% | 1,543,747 |
| ISRG | ADDED | 3,764 | 3,543 | 6.24% | 1,496,868 |
| ABBV | REDUCED | 5,727 | 12,184 | -53.0% | 1,441,133 |
| AMD | ADDED | 2,473 | 1,818 | 36.03% | 1,436,465 |
| AMGN | REDUCED | 3,735 | 3,796 | -1.61% | 1,352,614 |
| PSX | ADDED | 7,987 | 7,936 | 0.64% | 1,350,169 |
| RDNT | UNCHANGED | 20,000 | 20,000 | 0.0% | 1,233,400 |
| GEV | ADDED | 951 | 750 | 26.8% | 1,117,683 |
| ABNB | NEW | 7,661 | - | - | 1,096,237 |
| KO | ADDED | 13,166 | 12,283 | 7.19% | 1,070,005 |
| RSI | UNCHANGED | 35,100 | 35,100 | 0.0% | 1,043,874 |
| IONS | UNCHANGED | 12,961 | 12,961 | 0.0% | 1,027,678 |
| GS | ADDED | 992 | 922 | 7.59% | 1,003,340 |
| SRE | UNCHANGED | 9,449 | 9,449 | 0.0% | 876,017 |
| BA | REDUCED | 3,763 | 6,810 | -44.74% | 814,558 |
| NEE | ADDED | 8,630 | 7,402 | 16.59% | 757,479 |
| MU | NEW | 647 | - | - | 746,957 |
| COP | ADDED | 7,085 | 7,078 | 0.1% | 736,603 |
| AXP | REDUCED | 2,163 | 3,562 | -39.28% | 731,784 |
| CLS | ADDED | 1,928 | 1,502 | 28.36% | 703,334 |
| MA | REDUCED | 1,343 | 1,352 | -0.67% | 689,893 |
| SHOP | ADDED | 5,806 | 5,300 | 9.55% | 662,929 |
| LMT | ADDED | 1,284 | 1,276 | 0.63% | 654,244 |
| BX | ADDED | 5,475 | 5,459 | 0.29% | 644,258 |
| MRK | ADDED | 5,013 | 4,890 | 2.52% | 644,135 |
| PM | ADDED | 3,524 | 3,511 | 0.37% | 637,615 |
| PEP | UNCHANGED | 4,693 | 4,693 | 0.0% | 635,469 |
| MCD | ADDED | 2,245 | 2,204 | 1.86% | 606,918 |
| DE | ADDED | 953 | 923 | 3.25% | 604,372 |
| CVX | ADDED | 3,644 | 3,632 | 0.33% | 604,068 |
| URI | ADDED | 527 | 523 | 0.76% | 597,232 |
| SNDK | REDUCED | 261 | 600 | -56.5% | 593,563 |
| BMY | REDUCED | 10,185 | 10,367 | -1.76% | 586,851 |
| MO | ADDED | 8,093 | 8,034 | 0.73% | 582,287 |
| GRAL | ADDED | 8,312 | 8,279 | 0.4% | 567,460 |
| CSX | ADDED | 11,664 | 11,420 | 2.14% | 554,393 |
| TMO | REDUCED | 1,076 | 1,096 | -1.82% | 539,543 |
| FICO | UNCHANGED | 446 | 446 | 0.0% | 532,872 |
| DUK | ADDED | 4,144 | 4,034 | 2.73% | 524,538 |
| GRMN | UNCHANGED | 2,205 | 2,205 | 0.0% | 523,776 |
| ETN | ADDED | 1,214 | 1,157 | 4.93% | 517,310 |
| NUE | REDUCED | 2,223 | 2,931 | -24.16% | 495,173 |
| RTX | ADDED | 2,564 | 1,909 | 34.31% | 486,498 |
| MS | ADDED | 2,231 | 1,744 | 27.92% | 466,356 |
| SCHW | ADDED | 4,894 | 4,725 | 3.58% | 451,535 |
| EIX | REDUCED | 5,966 | 6,191 | -3.63% | 444,132 |
| ALL | ADDED | 1,819 | 1,056 | 72.25% | 432,824 |
| ABT | ADDED | 4,734 | 4,440 | 6.62% | 429,563 |
| SBUX | ADDED | 3,979 | 3,953 | 0.66% | 406,625 |
| GLNG | REDUCED | 8,073 | 9,071 | -11.0% | 402,342 |
| T | REDUCED | 18,856 | 19,549 | -3.54% | 390,310 |
| VFC | UNCHANGED | 22,461 | 22,461 | 0.0% | 374,643 |
| CVNA | ADDED | 5,580 | 1,103 | 405.89% | 367,276 |
| GILD | ADDED | 2,887 | 2,843 | 1.55% | 364,700 |
| CVS | REDUCED | 3,513 | 3,532 | -0.54% | 363,456 |
| FTNT | NEW | 2,321 | - | - | 356,552 |
| GBTC | REDUCED | 7,764 | 7,820 | -0.72% | 353,417 |
| NBIS | NEW | 1,249 | - | - | 344,936 |
| TRV | ADDED | 1,033 | 869 | 18.87% | 341,065 |
| WDC | NEW | 515 | - | - | 328,954 |
| SHEL | ADDED | 4,212 | 4,210 | 0.05% | 326,623 |
| RL | UNCHANGED | 804 | 804 | 0.0% | 322,734 |
| VZ | ADDED | 7,490 | 7,432 | 0.78% | 317,127 |
| SOFI | REDUCED | 17,574 | 18,574 | -5.38% | 315,095 |
| CMCSA | REDUCED | 12,530 | 13,193 | -5.03% | 307,614 |
| ED | UNCHANGED | 2,757 | 2,757 | 0.0% | 305,015 |
| BKNG | ADDED | 1,706 | 69 | 2372.46% | 304,077 |
| SYK | ADDED | 964 | 803 | 20.05% | 303,423 |
| ALNY | UNCHANGED | 1,000 | 1,000 | 0.0% | 301,030 |
| UNH | NEW | 718 | - | - | 298,520 |
| INMD | UNCHANGED | 19,500 | 19,500 | 0.0% | 285,090 |
| MMM | ADDED | 1,706 | 1,668 | 2.28% | 276,170 |
| LIN | ADDED | 530 | 500 | 6.0% | 275,145 |
| PLTR | ADDED | 2,233 | 2,184 | 2.24% | 260,524 |
| PFE | REDUCED | 10,594 | 12,598 | -15.91% | 255,115 |
| C | REDUCED | 1,780 | 2,753 | -35.34% | 249,139 |
| PAYX | UNCHANGED | 2,515 | 2,515 | 0.0% | 247,300 |
| NVS | ADDED | 1,548 | 1,498 | 3.34% | 242,565 |
| BLK | REDUCED | 252 | 328 | -23.17% | 242,373 |
| BBIO | REDUCED | 3,118 | 3,193 | -2.35% | 232,229 |
| COIN | REDUCED | 1,584 | 2,157 | -26.56% | 231,565 |
| KLAC | ADDED | 762 | 254 | 200.0% | 229,988 |
| AMG | NEW | 661 | - | - | 223,691 |
| RDDT | REDUCED | 1,230 | 1,607 | -23.46% | 213,503 |
| ANET | NEW | 1,182 | - | - | 200,798 |
| GSBD | REDUCED | 14,790 | 15,010 | -1.47% | 140,209 |
| BLND | NEW | 45,000 | - | - | 76,950 |
| ALLO | NEW | 36,000 | - | - | 74,880 |
| NNOX | UNCHANGED | 24,200 | 24,200 | 0.0% | 28,072 |
| OPK | UNCHANGED | 18,550 | 18,550 | 0.0% | 27,825 |
| FATE | UNCHANGED | 10,098 | 10,098 | 0.0% | 27,265 |
| FNGR | UNCHANGED | 20,000 | 20,000 | 0.0% | 7,566 |
| CRBU | CLOSED OUT | 0 | 19,609 | -100.0% | 0 |
| IBIT | CLOSED OUT | 0 | 8,135 | -100.0% | 0 |
| NKE | CLOSED OUT | 0 | 4,927 | -100.0% | 0 |
| HON | CLOSED OUT | 0 | 4,150 | -100.0% | 0 |
| UBER | CLOSED OUT | 0 | 3,760 | -100.0% | 0 |
| NOW | CLOSED OUT | 0 | 3,020 | -100.0% | 0 |
| CAH | CLOSED OUT | 0 | 2,338 | -100.0% | 0 |
| SNOW | CLOSED OUT | 0 | 1,511 | -100.0% | 0 |
| ADBE | CLOSED OUT | 0 | 1,137 | -100.0% | 0 |
| CRM | CLOSED OUT | 0 | 1,134 | -100.0% | 0 |
| CMI | CLOSED OUT | 0 | 459 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| AAPL | ADDED | APPLE INC | COM | 037833100 | 53,388,523 | 11.68 | 184506.0 |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 18,844,198 | 4.12 | 94179.0 |
| AVGO | ADDED | BROADCOM INC | COM | 11135F101 | 18,312,625 | 4.01 | 48478.0 |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 18,265,920 | 4.0 | 26595.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 14,446,351 | 3.16 | 38728.0 |
| AMZN | ADDED | AMAZON COM INC | COM | 023135106 | 11,773,018 | 2.58 | 49396.0 |
| - | STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 11,022,340 | 2.41 | 14760.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 10,970,921 | 2.4 | 30699.0 |
| - | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 9,268,819 | 2.03 | 59056.0 | |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 9,068,560 | 1.98 | 12109.0 | |
| - | CACI INTL INC | CL A | 127190304 | 9,019,209 | 1.97 | 19469.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,581,188 | 1.88 | 17149.0 | |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 7,741,766 | 1.69 | 20921.0 | |
| WMT | ADDED | WALMART INC | COM | 931142103 | 6,490,550 | 1.42 | 57307.0 |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 5,985,636 | 1.31 | 8128.0 | |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL C | 02079K107 | 5,813,235 | 1.27 | 16453.0 |
| - | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 5,522,731 | 1.21 | 19639.0 | |
| MRVL | ADDED | MARVELL TECHNOLOGY INC | COM | 573874104 | 4,112,884 | 0.9 | 13807.0 |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 4,025,992 | 0.88 | 27146.0 | |
| ILMN | REDUCED | ILLUMINA INC | COM | 452327109 | 3,995,913 | 0.87 | 22726.0 |
| - | ISHARES TR | CORE 80 20 ETF | 464289859 | 3,723,111 | 0.81 | 38147.0 | |
| - | VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 3,715,589 | 0.81 | 43134.0 | |
| ASTH | UNCHANGED | ASTRANA HEALTH INC | COM NEW | 03763A207 | 3,608,610 | 0.79 | 77755.0 |
| COST | ADDED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 3,435,045 | 0.75 | 3672.0 |
| - | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 3,277,606 | 0.72 | 59582.0 | |
| META | ADDED | META PLATFORMS INC | CL A | 30303M102 | 3,263,617 | 0.71 | 5794.0 |
| BMRC | UNCHANGED | BANK OF MARIN BANCORP | COM | 063425102 | 3,198,907 | 0.7 | 115484.0 |
| TSLA | ADDED | TESLA INC | COM | 88160R101 | 3,167,479 | 0.69 | 7531.0 |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 3,100,221 | 0.68 | 105342.0 | |
| INTC | REDUCED | INTEL CORP | COM | 458140100 | 3,052,941 | 0.67 | 21865.0 |
| JPM | ADDED | JPMORGAN CHASE & CO | COM | 46625H100 | 3,023,630 | 0.66 | 9237.0 |
| ORCL | ADDED | ORACLE CORP | COM | 68389X105 | 2,885,458 | 0.63 | 19689.0 |
| - | ROBINHOOD MKTS INC | COM CL A | 770700102 | 2,802,325 | 0.61 | 27945.0 | |
| KFY | UNCHANGED | KORN FERRY | COM NEW | 500643200 | 2,764,268 | 0.6 | 41518.0 |
| LLY | ADDED | ELI LILLY & CO | COM | 532457108 | 2,745,754 | 0.6 | 2289.0 |
| - | ISHARES TR | S&P 500 VAL ETF | 464287408 | 2,657,565 | 0.58 | 11704.0 | |
| - | ISHARES TR | MSCI EAFE ETF | 464287465 | 2,606,402 | 0.57 | 25091.0 | |
| - | WELLS FARGO & CO | COM | 949746101 | 2,580,470 | 0.56 | 31225.0 | |
| - | SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | 2,479,323 | 0.54 | 79721.0 | |
| - | ISHARES TR | RUSSELL 2000 ETF | 464287655 | 2,473,161 | 0.54 | 8232.0 | |
| JNJ | REDUCED | JOHNSON & JOHNSON | COM | 478160104 | 2,472,026 | 0.54 | 9734.0 |
| - | INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 46138E222 | 2,411,600 | 0.53 | 40000.0 | |
| HD | ADDED | HOME DEPOT INC | COM | 437076102 | 2,305,142 | 0.5 | 6536.0 |
| - | ISHARES TR | S&P 500 GRWT ETF | 464287309 | 2,288,043 | 0.5 | 16637.0 | |
| PG | REDUCED | PROCTER & GAMBLE CO | COM | 742718109 | 2,275,344 | 0.5 | 15517.0 |
| V | ADDED | VISA INC | COM CL A | 92826C839 | 2,235,211 | 0.49 | 6515.0 |
| - | SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 2,169,629 | 0.47 | 64114.0 | |
| - | WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | 2,125,154 | 0.46 | 42208.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 2,115,624 | 0.46 | 15474.0 | |
| NFLX | REDUCED | NETFLIX INC. | COM | 64110L106 | 2,099,992 | 0.46 | 29412.0 |
| - | SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | 1,983,669 | 0.43 | 37598.0 | |
| CAT | ADDED | CATERPILLAR INC | COM | 149123101 | 1,980,036 | 0.43 | 1859.0 |
| - | ISHARES TR | RUS 1000 ETF | 464287622 | 1,955,660 | 0.43 | 4776.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 1,947,499 | 0.43 | 27333.0 | |
| - | QUALCOMM INC | COM | 747525103 | 1,933,840 | 0.42 | 10465.0 | |
| - | DISNEY WALT CO | COM | 254687106 | 1,928,115 | 0.42 | 20032.0 | |
| - | ISHARES TR | CORE S&P TTL STK | 464287150 | 1,864,490 | 0.41 | 11350.0 | |
| - | SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 1,752,784 | 0.38 | 9200.0 | |
| PANW | ADDED | PALO ALTO NETWORKS INC | COM | 697435105 | 1,739,202 | 0.38 | 5100.0 |
| - | SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,690,632 | 0.37 | 61034.0 | |
| - | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 1,689,266 | 0.37 | 20516.0 | |
| - | ISHARES TR | CORE 60 BALA ETF | 464289867 | 1,688,258 | 0.37 | 24291.0 | |
| - | SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 1,594,211 | 0.35 | 44124.0 | |
| - | ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,591,699 | 0.35 | 12819.0 | |
| WSM | ADDED | WILLIAMS SONOMA INC | COM | 969904101 | 1,543,747 | 0.34 | 6623.0 |
| - | SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | 1,539,070 | 0.34 | 40438.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,497,700 | 0.33 | 2.0 | |
| ISRG | ADDED | INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,496,868 | 0.33 | 3764.0 |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,454,785 | 0.32 | 15063.0 | |
| ABBV | REDUCED | ABBVIE INC | COM | 00287Y109 | 1,441,133 | 0.32 | 5727.0 |
| AMD | ADDED | ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,436,465 | 0.31 | 2473.0 |
| LRCX | ADDED | LAM RESEARCH CORP | COM NEW | 512807306 | 1,414,077 | 0.31 | 3263.0 |
| - | GE AEROSPACE | COM NEW | 369604301 | 1,411,860 | 0.31 | 3778.0 | |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,386,991 | 0.3 | 17215.0 | |
| AMGN | REDUCED | AMGEN INC | COM | 031162100 | 1,352,614 | 0.3 | 3735.0 |
| PSX | ADDED | PHILLIPS 66 | COM | 718546104 | 1,350,169 | 0.3 | 7987.0 |
| - | PROSHARES TR | ULTRPRO S&P500 | 74347X864 | 1,328,558 | 0.29 | 9370.0 | |
| - | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 1,302,478 | 0.28 | 35355.0 | |
| - | SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | 1,297,552 | 0.28 | 8526.0 | |
| RDNT | UNCHANGED | RADNET INC | COM | 750491102 | 1,233,400 | 0.27 | 20000.0 |
| - | VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 1,218,768 | 0.27 | 10197.0 | |
| - | BANK OF AMER CORP | COM | 060505104 | 1,184,243 | 0.26 | 20783.0 | |
| - | ISHARES TR | U.S. TECH ETF | 464287721 | 1,142,602 | 0.25 | 4530.0 | |
| ABNB | NEW | AIRBNB INC | COM CL A | 009066101 | 1,096,237 | 0.24 | 7661.0 |
| KO | ADDED | COCA COLA CO | COM | 191216100 | 1,070,005 | 0.23 | 13166.0 |
| - | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 1,065,700 | 0.23 | 13485.0 | |
| - | ISHARES TR | EAFE SML CP ETF | 464288273 | 1,055,416 | 0.23 | 12829.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,053,799 | 0.23 | 17655.0 | |
| RSI | UNCHANGED | RUSH STREET INTERACTIVE INC | COM | 782011100 | 1,043,874 | 0.23 | 35100.0 |
| - | SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 1,030,767 | 0.23 | 35593.0 | |
| - | SCHWAB STRATEGIC TR | FUND EM EQUI ETF | 808524730 | 1,029,974 | 0.23 | 25957.0 | |
| - | ISHARES TR | LOW CA OP MS ETF | 46434V464 | 1,028,770 | 0.23 | 4067.0 | |
| IONS | UNCHANGED | IONIS PHARMACEUTICALS INC | COM | 462222100 | 1,027,678 | 0.22 | 12961.0 |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,020,735 | 0.22 | 4314.0 | |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 1,004,667 | 0.22 | 2104.0 | |
| GS | ADDED | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,003,340 | 0.22 | 992.0 |
| GEV | ADDED | GE VERNOVA INC | COM | 36828A101 | 1,000,197 | 0.22 | 851.0 |
| - | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 997,440 | 0.22 | 27508.0 | |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 936,780 | 0.2 | 11308.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 922,568 | 0.2 | 11964.0 | |
| - | NEONC TECHNOLOGIES HLDGS INC | COM | 64051A101 | 893,216 | 0.2 | 197178.0 | |
| SRE | UNCHANGED | SEMPRA | COM | 816851109 | 876,017 | 0.19 | 9449.0 |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 859,626 | 0.19 | 2836.0 | |
| - | CISCO SYS INC | COM | 17275R102 | 845,402 | 0.18 | 7197.0 | |
| - | DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 814,741 | 0.18 | 11656.0 | |
| BA | REDUCED | BOEING CO | COM | 097023105 | 814,558 | 0.18 | 3763.0 |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 798,264 | 0.17 | 3663.0 | |
| - | ISHARES TR | RUS 1000 VAL ETF | 464287598 | 790,658 | 0.17 | 3261.0 | |
| - | VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 782,926 | 0.17 | 8906.0 | |
| - | UNION PAC CORP | COM | 907818108 | 766,248 | 0.17 | 2817.0 | |
| NEE | ADDED | NEXTERA ENERGY INC | COM | 65339F101 | 757,479 | 0.17 | 8630.0 |
| - | ISHARES TR | MSCI EMG MKT ETF | 464287234 | 750,922 | 0.16 | 10977.0 | |
| COP | ADDED | CONOCOPHILLIPS | COM | 20825C104 | 736,603 | 0.16 | 7085.0 |
| AXP | REDUCED | AMERICAN EXPRESS CO | COM | 025816109 | 731,784 | 0.16 | 2163.0 |
| - | VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 703,272 | 0.15 | 2352.0 | |
| MA | REDUCED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 689,893 | 0.15 | 1343.0 |
| SHOP | ADDED | SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 662,929 | 0.15 | 5806.0 |
| LMT | ADDED | LOCKHEED MARTIN CORP | COM | 539830109 | 654,244 | 0.14 | 1284.0 |
| BX | ADDED | BLACKSTONE INC | COM | 09260D107 | 644,258 | 0.14 | 5475.0 |
| MRK | ADDED | MERCK & CO INC | COM | 58933Y105 | 644,135 | 0.14 | 5013.0 |
| PM | ADDED | PHILIP MORRIS INTL INC | COM | 718172109 | 637,615 | 0.14 | 3524.0 |
| PEP | UNCHANGED | PEPSICO INC | COM | 713448108 | 635,469 | 0.14 | 4693.0 |
| - | ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 632,642 | 0.14 | 318.0 | |
| - | PROSHARES TR | ULTRAPRO QQQ | 74347X831 | 621,653 | 0.14 | 7675.0 | |
| - | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 616,437 | 0.13 | 7360.0 | |
| - | ISHARES TR | RUS MID CAP ETF | 464287499 | 614,262 | 0.13 | 5568.0 | |
| - | ISHARES TR | CORE MSCI INTL | 46435G326 | 607,671 | 0.13 | 6827.0 | |
| MCD | ADDED | MCDONALDS CORP | COM | 580135101 | 606,918 | 0.13 | 2245.0 |
| DE | ADDED | DEERE & CO | COM | 244199105 | 604,372 | 0.13 | 953.0 |
| CVX | ADDED | CHEVRON CORPORATION | COM | 166764100 | 604,068 | 0.13 | 3644.0 |
| URI | ADDED | UNITED RENTALS INC | COM | 911363109 | 597,232 | 0.13 | 527.0 |
| - | APOLLO GLOBAL MGMT INC | COM | 03769M106 | 591,550 | 0.13 | 5000.0 | |
| BMY | REDUCED | BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 586,851 | 0.13 | 10185.0 |
| MO | ADDED | ALTRIA GROUP INC | COM | 02209S103 | 582,287 | 0.13 | 8093.0 |
| GRAL | ADDED | GRAIL INC | COM | 384747101 | 567,460 | 0.12 | 8312.0 |
| - | INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | 560,583 | 0.12 | 20107.0 | |
| CLS | ADDED | CELESTICA INC | COM | 15101Q207 | 557,414 | 0.12 | 1528.0 |
| CSX | ADDED | CSX CORP | COM | 126408103 | 554,393 | 0.12 | 11664.0 |
| TMO | REDUCED | THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 539,543 | 0.12 | 1076.0 |
| - | ISHARES TR | CORE DIV GRWTH | 46434V621 | 538,109 | 0.12 | 7100.0 | |
| - | DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | 535,599 | 0.12 | 6536.0 | |
| FICO | UNCHANGED | FAIR ISAAC CORP | COM | 303250104 | 532,872 | 0.12 | 446.0 |
| - | ISHARES TR | CORE MSCI TOTAL | 46432F834 | 530,971 | 0.12 | 5563.0 | |
| - | LOWES COS INC | COM | 548661107 | 527,415 | 0.12 | 2392.0 | |
| DUK | ADDED | DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 524,538 | 0.11 | 4144.0 |
| GRMN | UNCHANGED | GARMIN LTD | SHS | H2906T109 | 523,776 | 0.11 | 2205.0 |
| ETN | ADDED | EATON CORP PLC | SHS | G29183103 | 517,310 | 0.11 | 1214.0 |
| - | APPLIED MATLS INC | COM | 038222105 | 510,438 | 0.11 | 706.0 | |
| - | INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E735 | 508,132 | 0.11 | 11296.0 | |
| - | DIREXION SHARES ETF TRUST | DA TE BU 3X ETF | 25459W102 | 508,088 | 0.11 | 2202.0 | |
| - | ISHARES TR | U.S. REAL ES ETF | 464287739 | 507,272 | 0.11 | 4961.0 | |
| - | ISHARES TR | CORE S&P US GWT | 464287671 | 507,055 | 0.11 | 2696.0 | |
| NUE | REDUCED | NUCOR CORP | COM | 670346105 | 495,173 | 0.11 | 2223.0 |
| - | SSGA ACTIVE ETF TR | ST STR TOTAL ETF | 78467V848 | 494,518 | 0.11 | 12529.0 | |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 492,892 | 0.11 | 1338.0 | |
| - | PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 486,874 | 0.11 | 5280.0 | |
| RTX | ADDED | RTX CORPORATION | COM | 75513E101 | 486,498 | 0.11 | 2564.0 |
| - | GOLDMAN SACHS ETF TR | NASDA 100 ETF | 38149W630 | 472,404 | 0.1 | 7965.0 | |
| - | ISHARES TR | US OIL GS EX ETF | 464288851 | 468,199 | 0.1 | 4263.0 | |
| MS | ADDED | MORGAN STANLEY | COM NEW | 617446448 | 466,356 | 0.1 | 2231.0 |
| - | SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 462,159 | 0.1 | 13277.0 | |
| MU | NEW | MICRON TECHNOLOGY INC | COM | 595112103 | 461,716 | 0.1 | 400.0 |
| - | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 456,346 | 0.1 | 2888.0 | |
| - | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 455,895 | 0.1 | 2143.0 | |
| SNDK | REDUCED | SANDISK CORP | COM | 80004C200 | 454,746 | 0.1 | 200.0 |
| SCHW | ADDED | SCHWAB CHARLES CORP | COM | 808513105 | 451,535 | 0.1 | 4894.0 |
| - | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 446,854 | 0.1 | 8272.0 | |
| EIX | REDUCED | EDISON INTL | COM | 281020107 | 444,132 | 0.1 | 5966.0 |
| - | VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 442,333 | 0.1 | 674.0 | |
| ALL | ADDED | ALLSTATE CORP | COM | 020002101 | 432,824 | 0.09 | 1819.0 |
| ABT | ADDED | ABBOTT LABORATORIES | COM | 002824100 | 429,563 | 0.09 | 4734.0 |
| - | MESABI TR | CTF BEN INT | 590672101 | 426,455 | 0.09 | 16856.0 | |
| - | CORNING INC | COM | 219350105 | 406,723 | 0.09 | 1592.0 | |
| SBUX | ADDED | STARBUCKS CORP | COM | 855244109 | 406,625 | 0.09 | 3979.0 |
| - | SPDR SERIES TRUST | ST STR NYSE TECH | 78464A102 | 403,541 | 0.09 | 1033.0 | |
| - | ISHARES TR | CORE 40 MODE ETF | 464289875 | 402,823 | 0.09 | 8074.0 | |
| GLNG | REDUCED | GOLAR LNG LTD | SHS | G9456A100 | 402,342 | 0.09 | 8073.0 |
| - | COMFORT SYS USA INC | COM | 199908104 | 397,255 | 0.09 | 200.0 | |
| T | REDUCED | AT&T INC | COM | 00206R102 | 390,310 | 0.09 | 18856.0 |
| - | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 389,891 | 0.09 | 2527.0 | |
| - | ISHARES TR | FUTU AI TECH ETF | 46435U556 | 378,477 | 0.08 | 4969.0 | |
| - | CADENCE DESIGN SYSTEM INC | COM | 127387108 | 375,320 | 0.08 | 1000.0 | |
| VFC | UNCHANGED | V F CORP | COM | 918204108 | 374,643 | 0.08 | 22461.0 |
| - | DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | 25459W458 | 373,394 | 0.08 | 1400.0 | |
| - | TEXAS INSTRS INC | COM | 882508104 | 370,475 | 0.08 | 1243.0 | |
| CVNA | ADDED | CARVANA CO | CL A | 146869102 | 367,276 | 0.08 | 5580.0 |
| - | PNC FINL SVCS GROUP INC | COM | 693475105 | 365,973 | 0.08 | 1486.0 | |
| GILD | ADDED | GILEAD SCIENCES INC | COM | 375558103 | 364,700 | 0.08 | 2887.0 |
| CVS | REDUCED | CVS HEALTH CORP | COM | 126650100 | 363,456 | 0.08 | 3513.0 |
| - | VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 363,406 | 0.08 | 1476.0 | |
| - | FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | 362,635 | 0.08 | 9036.0 | |
| FTNT | NEW | FORTINET INC | COM | 34959E109 | 356,552 | 0.08 | 2321.0 |
| - | ISHARES TR | TIPS BD ETF | 464287176 | 354,553 | 0.08 | 3240.0 | |
| GBTC | REDUCED | GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | 353,417 | 0.08 | 7764.0 |
| - | WASTE MGMT INC DEL | COM | 94106L109 | 350,876 | 0.08 | 1574.0 | |
| NBIS | NEW | NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 344,936 | 0.08 | 1249.0 |
| TRV | ADDED | TRAVELERS COMPANIES INC | COM | 89417E109 | 341,065 | 0.07 | 1033.0 |
| - | TRUST FOR PROFESSIONAL MANAG | CROSS BRG ULTRST | 89834G778 | 337,694 | 0.07 | 17402.0 | |
| SHEL | ADDED | SHELL PLC | SPON ADS | 780259305 | 326,623 | 0.07 | 4212.0 |
| - | ISHARES TR | S&P MC 400GR ETF | 464287606 | 326,180 | 0.07 | 2776.0 | |
| RL | UNCHANGED | RALPH LAUREN CORP | CL A | 751212101 | 322,734 | 0.07 | 804.0 |
| - | SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | 319,291 | 0.07 | 2961.0 | |
| VZ | ADDED | VERIZON COMMUNICATIONS INC | COM | 92343V104 | 317,127 | 0.07 | 7490.0 |
| SOFI | REDUCED | SOFI TECHNOLOGIES INC | COM | 83406F102 | 315,095 | 0.07 | 17574.0 |
| - | PIMCO ETF TR | MULTISECTOR BD | 72201R585 | 309,780 | 0.07 | 11681.0 | |
| - | NEW YORK TIMES CO MTN BE | CL A | 650111107 | 308,892 | 0.07 | 4414.0 | |
| CMCSA | REDUCED | COMCAST CORP NEW | CL A | 20030N101 | 307,614 | 0.07 | 12530.0 |
| - | SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 305,489 | 0.07 | 5752.0 | |
| ED | UNCHANGED | CONSOLIDATED EDISON INC | COM | 209115104 | 305,015 | 0.07 | 2757.0 |
| BKNG | ADDED | BOOKING HOLDINGS INC | COM | 09857L108 | 304,077 | 0.07 | 1706.0 |
| SYK | ADDED | STRYKER CORPORATION | COM | 863667101 | 303,423 | 0.07 | 964.0 |
| ALNY | UNCHANGED | ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 301,030 | 0.07 | 1000.0 |
| - | NU HLDGS LTD | ORD SHS CL A | G6683N103 | 298,609 | 0.07 | 22351.0 | |
| UNH | NEW | UNITEDHEALTH GROUP INC | COM | 91324P102 | 298,520 | 0.07 | 718.0 |
| - | FLEXSHARES TR | QUALT DIVD IDX | 33939L860 | 288,913 | 0.06 | 3213.0 | |
| - | STARZ ENTERTAINMENT CORP. | COM | 855919106 | 288,600 | 0.06 | 10000.0 | |
| - | PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 285,401 | 0.06 | 2648.0 | |
| MU | NEW | MICRON TECHNOLOGY INC | COM | 595112103 | 285,241 | 0.06 | 247.0 |
| INMD | UNCHANGED | INMODE LTD | SHS | M5425M103 | 285,090 | 0.06 | 19500.0 |
| - | TJX COS INC NEW | COM | 872540109 | 279,603 | 0.06 | 1846.0 | |
| MMM | ADDED | 3M CO | COM | 88579Y101 | 276,170 | 0.06 | 1706.0 |
| LIN | ADDED | LINDE PLC | SHS | G54950103 | 275,145 | 0.06 | 530.0 |
| - | VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 274,992 | 0.06 | 2852.0 | |
| - | ISHARES TR | ESG AWARE 80/20 | 46436E668 | 270,373 | 0.06 | 5953.0 | |
| - | REXFORD INDL RLTY INC | COM | 76169C100 | 267,665 | 0.06 | 7990.0 | |
| PLTR | ADDED | PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 260,524 | 0.06 | 2233.0 |
| - | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 259,909 | 0.06 | 269.0 | |
| - | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 256,357 | 0.06 | 8084.0 | |
| PFE | REDUCED | PFIZER INC | COM | 717081103 | 255,115 | 0.06 | 10594.0 |
| C | REDUCED | CITIGROUP INC | COM NEW | 172967424 | 249,139 | 0.05 | 1780.0 |
| - | VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 248,986 | 0.05 | 1025.0 | |
| PAYX | UNCHANGED | PAYCHEX INC | COM | 704326107 | 247,300 | 0.05 | 2515.0 |
| NVS | ADDED | NOVARTIS AG | SPONSORED ADR | 66987V109 | 242,565 | 0.05 | 1548.0 |
| BLK | REDUCED | BLACKROCK INC | COM | 09290D101 | 242,373 | 0.05 | 252.0 |
| - | ISHARES TR | ESG AWARE 60/40 | 46436E676 | 241,457 | 0.05 | 6369.0 | |
| - | BARRICK MNG CORP | COM SHS | 06849F108 | 232,795 | 0.05 | 6338.0 | |
| BBIO | REDUCED | BRIDGEBIO PHARMA INC | COM | 10806X102 | 232,229 | 0.05 | 3118.0 |
| - | ISHARES TR | JPMORGAN USD EMG | 464288281 | 232,012 | 0.05 | 2406.0 | |
| COIN | REDUCED | COINBASE GLOBAL INC | COM CL A | 19260Q107 | 231,565 | 0.05 | 1584.0 |
| - | STARWOOD PPTY TR INC | COM | 85571B105 | 230,539 | 0.05 | 14074.0 | |
| KLAC | ADDED | KLA CORP | COM NEW | 482480100 | 229,988 | 0.05 | 762.0 |
| - | SIXTH STREET SPECIALTY LENDI | COM | 83012A109 | 223,725 | 0.05 | 13030.0 | |
| AMG | NEW | AFFILIATED MANAGERS GROUP | COM | 008252108 | 223,691 | 0.05 | 661.0 |
| - | MANULIFE FINL CORP | COM | 56501R106 | 218,470 | 0.05 | 5393.0 | |
| LRCX | ADDED | LAM RESEARCH CORP | COM NEW | 512807306 | 216,665 | 0.05 | 500.0 |
| - | VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 215,786 | 0.05 | 2612.0 | |
| RDDT | REDUCED | REDDIT INC | CL A | 75734B100 | 213,503 | 0.05 | 1230.0 |
| - | ELBIT SYS LTD | ORD | M3760D101 | 212,442 | 0.05 | 280.0 | |
| - | ISHARES TR | MSCI ACWI ETF | 464288257 | 210,775 | 0.05 | 1343.0 | |
| - | IDEXX LABS INC | COM | 45168D104 | 210,576 | 0.05 | 400.0 | |
| - | SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | 202,318 | 0.04 | 2302.0 | |
| ANET | NEW | ARISTA NETWORKS INC | COM SHS | 040413205 | 200,798 | 0.04 | 1182.0 |
| WDC | NEW | WESTERN DIGITAL CORP | COM | 958102105 | 191,616 | 0.04 | 300.0 |
| - | MATTEL INC | COM | 577081102 | 189,282 | 0.04 | 13637.0 | |
| CLS | ADDED | CELESTICA INC | COM | 15101Q207 | 145,920 | 0.03 | 400.0 |
| AAPL | ADDED | APPLE INC | COM | 037833100 | 144,680 | 0.03 | 500.0 |
| GSBD | REDUCED | GOLDMAN SACHS BDC INC | SHS | 38147U107 | 140,209 | 0.03 | 14790.0 |
| SNDK | REDUCED | SANDISK CORP | COM | 80004C200 | 138,817 | 0.03 | 61.0 |
| WDC | NEW | WESTERN DIGITAL CORP | COM | 958102105 | 137,338 | 0.03 | 215.0 |
| LLY | ADDED | ELI LILLY & CO | COM | 532457108 | 119,943 | 0.03 | 100.0 |
| GEV | ADDED | GE VERNOVA INC | COM | 36828A101 | 117,486 | 0.03 | 100.0 |
| - | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 96,500 | 0.02 | 100.0 | |
| - | PATRIOT NATL BANCORP INC | COM NEW | 70336F203 | 95,750 | 0.02 | 100000.0 | |
| TSLA | ADDED | TESLA INC | COM | 88160R101 | 84,120 | 0.02 | 200.0 |
| BLND | NEW | BLEND LABS INC | CL A | 09352U108 | 76,950 | 0.02 | 45000.0 |
| ALLO | NEW | ALLOGENE THERAPEUTICS INC | COM | 019770106 | 74,880 | 0.02 | 36000.0 |
| - | APPLIED MATLS INC | COM | 038222105 | 72,300 | 0.02 | 100.0 | |
| NVDA | ADDED | NVIDIA CORPORATION | COM | 67066G104 | 60,027 | 0.01 | 300.0 |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 47,757 | 0.01 | 100.0 | |
| - | DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | 25459W458 | 40,007 | 0.01 | 150.0 | |
| AVGO | ADDED | BROADCOM INC | COM | 11135F101 | 37,775 | 0.01 | 100.0 |
| NNOX | UNCHANGED | NANO X IMAGING LTD | ORD SHS | M70700105 | 28,072 | 0.01 | 24200.0 |
| OPK | UNCHANGED | OPKO HEALTH INC | COM | 68375N103 | 27,825 | 0.01 | 18550.0 |
| FATE | UNCHANGED | FATE THERAPEUTICS INC | COM | 31189P102 | 27,265 | 0.01 | 10098.0 |
| FNGR | UNCHANGED | FINGERMOTION INC | COM | 31788K108 | 7,566 | 0.0 | 20000.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-07 | 457,093,393 | 275 | 11.478976 | 0.565866 | 16.032906 |
| 2026-03-31 | 2026-04-16 | 406,263,421 | 264 | 10.848169 | 0.539198 | 15.305231 |
| 2025-12-31 | 2026-01-15 | 401,105,248 | 246 | 10.975884 | 0.541896 | 15.33241 |
| 2025-09-30 | 2025-10-14 | 387,249,112 | 244 | 10.407754 | 0.514956 | 14.580435 |
| 2025-03-31 | 2025-05-01 | 327,862,365 | 239 | 9.568556 | 0.47569 | 13.990842 |
| 2024-12-31 | 2025-01-13 | 329,164,995 | 218 | 11.052415 | 0.547825 | 15.78004 |
| 2024-09-30 | 2025-01-13 | 332,532,191 | 230 | 10.176729 | 0.504726 | 14.906418 |
| 2024-06-30 | 2025-01-28 | 302,954,443 | 219 | 9.834312 | 0.486851 | 14.521369 |
| 2024-03-31 | 2025-01-28 | 277,966,969 | 213 | 9.563337 | 0.474001 | 14.423782 |
| 2023-12-31 | 2025-01-28 | 244,899,075 | 202 | 10.066566 | 0.495288 | 15.351438 |
| 2023-09-30 | 2025-01-28 | 226,998,282 | 195 | 9.396258 | 0.460844 | 14.452375 |
| 2023-06-30 | 2025-01-28 | 229,741,578 | 188 | 10.00153 | 0.487103 | 15.079834 |
| 2023-03-31 | 2025-01-29 | 216,344,852 | 184 | 9.979356 | 0.483277 | 15.197925 |
| 2022-12-31 | 2025-01-28 | 192,483,287 | 172 | 9.161133 | 0.442652 | 14.346783 |