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Institutional Holdings

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Funds Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

Deane Retirement Strategies, Inc.

Next filing ≈ Aug 14, 2026

ISHARES TIPS BOND ETF$24M

ISHARES 0-5 YEAR TIPS BOND ETF$20M

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$19M

STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF$15M

PROSHARES SHORT S&P500$13M

YARGER WEALTH STRATEGIES, LLC

Next filing ≈ Aug 14, 2026

ARTIVION INC$23M

T ROWE PRICE ETF INC$17M

VANGUARD SCOTTSDALE FDS$16M

VANGUARD WHITEHALL FDS$11M

HARTFORD FDS EXCHANGE TRADED$9M

Avalon Advisory Group

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$125M

VANGUARD INTL EQUITY INDEX F$15M

SCHWAB STRATEGIC TR$4M

Capital Impact Advisors, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORP$19M

META PLATFORMS INC CLASS A$16M

UBIQUITI INC$13M

ARISTA NETWORKS INC$12M

PALANTIR TECHNOLOGIES INC A$12M

RESOLUTE CAPITAL, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$44M

WISDOMTREE TR$36M

VANGUARD MALVERN FDS$26M

WISDOMTREE TR$24M

GOLDMAN SACHS ETF TR$18M

Buska Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD SPECIALIZED FUNDS$31M

VANGUARD WHITEHALL FDS$27M

SPDR SERIES TRUST$26M

INVESCO QQQ TR$14M

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$34M

VANGUARD SCOTTSDALE FDS$28M

VANGUARD INDEX FDS$26M

VANGUARD INTL EQUITY INDEX F$17M

VANGUARD SCOTTSDALE FDS$15M

MITCHELL & PAHL PRIVATE WEALTH, LLC

Next filing ≈ Aug 14, 2026

BROADCOM INC$5M

MICROSOFT CORP$5M

EXXON MOBIL CORP$5M

JOHNSON & JOHNSON$4M

Next filing ≈ Aug 14, 2026

SCHWAB STRATEGIC TR$41M

SCHWAB STRATEGIC TR$37M

VANGUARD TAX-MANAGED FDS$23M

DIMENSIONAL ETF TRUST$15M

DIMENSIONAL ETF TRUST$15M

MY.Alpha Management HK Advisors Ltd

Next filing ≈ Aug 14, 2026

FUTU HLDGS LTD$47M

GDS HLDGS LTD$34M

PAYPAY CORP$32M

TAIWAN SEMICONDUCTOR MFG LTD$29M

Equinox Partners Investment Management LLC

Next filing ≈ Aug 14, 2026

KOSMOS ENERGY LTD$57M

GRAN TIERRA ENERGY INC$57M

NEW PAC METALS CORP$28M

GALIANO GOLD INC$23M

VISTA ENERGY S.A.B. DE C.V.$23M

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO

Next filing ≈ Aug 14, 2026

ISHARES GOLD TR$134M

ALPS ETF TR$27M

GLOBAL X FDS$24M

MRA Advisory Group

Next filing ≈ Aug 14, 2026

VANGUARD INTL EQUITY INDEX F$16M

INVESCO EXCHANGE TRADED FD T$15M

JANUS DETROIT STR TR$12M

PIMCO ETF TR$11M

SSGA ACTIVE ETF TR$10M

Shared Vision Wealth Group LLC

Next filing ≈ Aug 14, 2026

STATE STR SPDR S&P 500 ETF T$12M

Lewis Asset Management, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$15M

STATE STR SPDR S&P 500 ETF T$11M

AMAZON COM INC$8M

ALPHABET INC$6M

HANOVER ADVISORS INC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$59M

STATE STR SPDR S&P 500 ETF T$39M

VANGUARD SPECIALIZED FUNDS$18M

VANGUARD BD INDEX FDS$8M

Orin Green Financial, LLC

Next filing ≈ Aug 14, 2026

VANGUARD TAX-MANAGED FDS$24M

QUALCOMM INC$11M

Red Spruce Capital, LLC

Next filing ≈ Aug 14, 2026

Alphabet Inc. - Class A Common Stock$16M

Applied Materials, Inc. - Common Stock$10M

Invesco BulletShares 2027 Corporate Bond ETF$10M

AbbVie Inc. Common Stock$10M

Invesco BulletShares 2028 Corporate Bond ETF$9M

Ratan Capital Management LP

Next filing ≈ Aug 14, 2026

Amazon.Com Inc$39M

Meta Platforms Inc$32M

NVIDIA Corp$30M

Broadcom Inc$13M

Lionsgate Studios Corp$13M

QUARRY HILL ADVISORS, LLC

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$49M

DIMENSIONAL ETF TRUST$35M

AMERICAN CENTY ETF TR$25M

DIMENSIONAL ETF TRUST$19M

DIMENSIONAL ETF TRUST$11M

Evergreen Private Wealth LLC

Next filing ≈ Aug 14, 2026

APPLIED MATERIALS INC COM USD0.01$13M

SPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF$10M

ALPHABET INC CAP STK CL A$9M

ISHARES TR 10-20 YR TRS ETF$9M

ROSS STORES INC$8M

Optiver Holding B.V.

Next filing ≈ Aug 14, 2026

2,293 positions

STATE STR SPDR S&P 500 ETF TPut$61M

STATE STR SPDR S&P 500 ETF TCall$44M

SPDR GOLD TRCall$13M

ISHARES TRPut$11M

SPDR GOLD TRPut$8M

Resolute Advisors LLC

Next filing ≈ Aug 14, 2026

Vanguard S&P 500 ETF$48M

iShares MSCI ACWI ex US ETF$32M

Invesco QQQ Trust ETF$23M

SPDR S&P 500 ETF$20M

Unity Software Inc$18M

McNaughton Wealth Management, LLC

Next filing ≈ Aug 14, 2026

VANGUARD BD INDEX FDS$19M

VANGUARD INDEX FDS$14M

BLACKROCK ETF TRUST$11M

DOVER ADVISORS, LLC

Next filing ≈ Aug 14, 2026

MICROSOFT CORP$13M

BERKSHIRE HATHAWAY INC DEL$11M

ALPHABET INC$9M

GREENBERG FINANCIAL GROUP

Next filing ≈ Aug 14, 2025

STATE STR SPDR S&P 500 ETF T$35M

INVESCO QQQ TR$21M

INVESCO EXCHANGE TRADED FD T$14M

STATE STR SPDR DOW JONES IND$10M

Physician Wealth Solutions Inc.

Next filing ≈ Aug 14, 2026

DIMENSIONAL ETF TRUST$32M

DIMENSIONAL ETF TRUST$22M

DIMENSIONAL ETF TRUST$18M

DIMENSIONAL ETF TRUST$15M

AMERICAN CENTY ETF TR$13M

THOR TRADING ADVISORS, LLC

Next filing ≈ Aug 14, 2026

SS SPDR DJIA ETF$93M

SS S&P 500 ET-US$91M

SS ENERGY SELECT$9M

SS MATERIALS ETF$8M

SS INDUSTRIAL$8M

1233–1260 of 2162 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.