{"url":"https://nivawealth.com/firms/lpl-financial-6413","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/6413","regulatoryAum":819117829825,"crd":"6413","secFileNumber":"801-10970","legalName":"LPL Financial LLC","displayName":"LPL Financial","website":null,"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1055 LPL Way","city":"Fort Mill","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29715"},"tradeNames":["LPL","LPL Financial"],"registration":{"secApproved":"25 August 1975","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":41879,"advisory":36280,"brokerDealerReps":32010,"insuranceAgents":26112,"promoters":307},"aum":{"discretionary":818319955349,"discretionaryAccounts":2849049,"nonDiscretionary":797874476,"nonDiscretionaryAccounts":1945,"wrapProgram":598565849309,"nonUsClientsPct":1,"nonAumClients":209600},"clientTypes":[{"label":"Individuals (other than HNW)","clients":1291397,"regulatoryAum":231449434763},{"label":"High-net-worth individuals","clients":671511,"regulatoryAum":552710877427},{"label":"Pension and profit-sharing plans","clients":10450,"regulatoryAum":13293264108},{"label":"Charitable organizations","clients":5086,"regulatoryAum":7586643901},{"label":"State or municipal government entities","clients":5,"regulatoryAum":8850860},{"label":"Corporations and other businesses","clients":8528,"regulatoryAum":14063341801},{"label":"Other","clients":13,"regulatoryAum":5416965}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"LPL Financial has custody of $806.43B for 1,958,674 clients.","otherCustodians":[],"leadership":[{"name":"Richard C Steinmeier","title":"Chief Executive Officer and Director","crd":"5109512"},{"name":"Matthew Jon Audette","title":"President and Chief Financial Officer","crd":"4003349"},{"name":"James McHale","title":"Executive Vice President, Chief Compliance Officer","crd":"6052977"},{"name":"Judith Kohoskie Ricketts","title":"Executive Vice President, Operations and Principal Operations Officer","crd":"2758924"},{"name":"Matthew Klaus Enyedi","title":"Group Managing Director, Chief Client Officer","crd":"4194266"},{"name":"Gregory Gates","title":"Group Managing Director, Chief Product & Technology Officer","crd":"7069201"},{"name":"Aneri Jambusaria","title":"Group Managing Director, Chief Wealth Officer","crd":"7248335"},{"name":"Steven Thomas Malfitano","title":"SVP, Finance Capital Management and Principal Financial Officer","crd":"3178848"},{"name":"Matthew Edwin Morningstar","title":"Group Managing Director, Chief Legal Officer","crd":"2510742"},{"name":"Brent Blain Simonich","title":"Managing Director, Chief Risk Officer, Head of Business Operations","crd":"3254859"}],"ownership":[{"label":"LPL Holdings, Inc.","detail":"Managing member in the 75% or more ownership band and a control person, since April 1989."},{"label":"LPL Financial Holdings Inc.","detail":"Indirect owner: a parent company of LPL Holdings, Inc. in the 75% or more band and a control person, since December 2005.","parent":"LPL Holdings, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":20864,"privateResidences":0},"listedOfficeAddresses":26,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"500 E. Rio Salado Pkwy","city":"Tempe"}]},{"state":"California","offices":4,"addresses":[{"street":"2555 Townsgate RD Ste 300","city":"Westlake Village"},{"street":"4707 Executive DR","city":"San Diego"},{"street":"16789 Bernardo Center DR.","city":"San Diego"},{"street":"465 E. Fir Ave Suite 105","city":"Fresno"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"14143 Denver West Pkwy Ste 450","city":"Golden"}]},{"state":"Connecticut","offices":1,"addresses":[{"street":"455 Winding Brook Drive","city":"Glastonbury"}]},{"state":"Florida","offices":2,"addresses":[{"street":"76 S Laura ST","city":"Jacksonville"},{"street":"1401 South Florida Avenue","city":"Lakeland"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"200 Ashford Center N, Ste 400","city":"Atlanta"}]},{"state":"Illinois","offices":2,"addresses":[{"street":"2651 Warrenville Road Ste 200","city":"Downers Grove"},{"street":"231 S La Salle ST # 13","city":"Chicago"}]},{"state":"Massachusetts","offices":3,"addresses":[{"street":"200 5th Ave., Suite 4010","city":"Waltham"},{"street":"200 Lowder Brook DR Ste 2100","city":"Westwood"},{"street":"201 Washington ST Ste 300","city":"Boston"}]},{"state":"Missouri","offices":1,"addresses":[{"street":"13358 Manchester RD Suite 200","city":"Des Peres"}]},{"state":"New Jersey","offices":2,"addresses":[{"street":"461 From RD, 3rd FL, Ste 385","city":"Paramus"},{"street":"305 Madison Ave","city":"Morristown"}]},{"state":"New York","offices":1,"addresses":[{"street":"250 S. Clinton ST. 4th Floor","city":"Syracuse"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"3750 Park East DR Suite 200","city":"Beachwood"}]},{"state":"South Carolina","offices":2,"addresses":[{"street":"1055 LPL Way","city":"Fort Mill","headquarters":true},{"street":"360 Kingsley Park DR Ste 100","city":"Fort Mill"}]},{"state":"Texas","offices":2,"addresses":[{"street":"15110 Dallas Pkwy Suite 500","city":"Dallas"},{"street":"13620 N FM 620, BLDG C Ste 200","city":"Austin"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"341 East Market ST.","city":"Leesburg"}]},{"state":"Washington","offices":1,"addresses":[{"street":"12770 Gateway Drive","city":"Tukwila"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"704-733-3300","stateRegisteredReps":23099,"otherAdviserReps":9124,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops","Other"],"financialPlanningClients":"24500","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"U.S. government/agency bonds","percent":1},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":77},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":1,"detail":"Structured Products, Pending Purchase, Precious Metals, Rights, Units."}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/6413/PDF/6413.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does LPL Financial have?","answer":"LPL Financial has 1,986,990 clients and manages $819.1 billion for them, as of September 2026. They include 1,291,397 other individuals, 671,511 high-net-worth individuals and 10,450 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LPL Financial offer?","answer":"LPL Financial provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does LPL Financial have?","answer":"LPL Financial has 23,099 investment adviser representatives registered with state securities authorities, out of 41,879 employees, and 36,280 perform investment advisory functions. 32,010 are registered representatives of a broker-dealer and 26,112 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LPL Financial invest in?","answer":"At the end of its last fiscal year, LPL Financial’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% high-yield corporate bonds, 1% pooled vehicles (private funds and similar) and 1% structured products, pending purchase, precious metals, rights, units.. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LPL Financial?","answer":"LPL Financial is owned through a holding company by LPL Financial Holdings Inc. Its direct owner is LPL Holdings, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LPL Financial get paid?","answer":"LPL Financial is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/lpl-financial-6413/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-07","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1403438/000140343826000004/0001403438-26-000004-index.html","totalValue":445103712153,"positionCount":6201,"top10Share":0.14334197004869884,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":11070547690,"shares":14782609,"shareType":"SH","priorValue":7568737433,"priorShares":11586990},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":7810818200,"shares":10606761,"shareType":"SH","priorValue":6094114617,"priorShares":10558431},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":7392651130,"shares":9899502,"shareType":"SH","priorValue":6479316039,"priorShares":9962967},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7018627323,"shares":24255694,"shareType":"SH","priorValue":6013707052,"priorShares":23695604},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":6863565495,"shares":34302392,"shareType":"SH","priorValue":5842950964,"priorShares":33503160},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":5567691191,"shares":63355614,"shareType":"SH","priorValue":4489877486,"priorShares":58660538},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":4834845678,"shares":40632371,"shareType":"SH","priorValue":3899802040,"priorShares":39830479},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":4613002799,"shares":47763542,"shareType":"SH","priorValue":4167051904,"priorShares":46029515},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":4548941407,"shares":6623289,"shareType":"SH","priorValue":3825137416,"priorShares":6401368},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4081352063,"shares":17124075,"shareType":"SH","priorValue":3494094996,"priorShares":16776756}],"positionsListed":200,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":11070547690,"shares":14782609,"shareType":"SH","priorValue":7568737433,"priorShares":11586990},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":7810818200,"shares":10606761,"shareType":"SH","priorValue":6094114617,"priorShares":10558431},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":7392651130,"shares":9899502,"shareType":"SH","priorValue":6479316039,"priorShares":9962967},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":7018627323,"shares":24255694,"shareType":"SH","priorValue":6013707052,"priorShares":23695604},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":6863565495,"shares":34302392,"shareType":"SH","priorValue":5842950964,"priorShares":33503160},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":5567691191,"shares":63355614,"shareType":"SH","priorValue":4489877486,"priorShares":58660538},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500GRW","cusip":"78464A409","value":4834845678,"shares":40632371,"shareType":"SH","priorValue":3899802040,"priorShares":39830479},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":4613002799,"shares":47763542,"shareType":"SH","priorValue":4167051904,"priorShares":46029515},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":4548941407,"shares":6623289,"shareType":"SH","priorValue":3825137416,"priorShares":6401368},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":4081352063,"shares":17124075,"shareType":"SH","priorValue":3494094996,"priorShares":16776756},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":4013971076,"shares":10760740,"shareType":"SH","priorValue":3826668069,"priorShares":10337597},{"issuer":"CAPITAL GROUP DIVIDEND VALUE","titleOfClass":"SHS CREAT UNIT","cusip":"14020W106","value":3995241492,"shares":81072273,"shareType":"SH","priorValue":3056519021,"priorShares":71850473},{"issuer":"ISHARES INC","titleOfClass":"CORE MSCI EMKT","cusip":"46434G103","value":3982242229,"shares":48071491,"shareType":"SH","priorValue":3643148833,"priorShares":52231526},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":3814382583,"shares":10308028,"shareType":"SH","priorValue":3312460932,"priorShares":10325305},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":3704328783,"shares":162613206,"shareType":"SH","priorValue":3227805043,"priorShares":140890662},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"NASDAQ 100 ETF","cusip":"46138G649","value":3553060429,"shares":11727434,"shareType":"SH","priorValue":2501231411,"priorShares":10526183},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES US EQUIT","cusip":"09290C103","value":3318008761,"shares":48787074,"shareType":"SH","priorValue":2548343354,"priorShares":43801022},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":3251369281,"shares":9098048,"shareType":"SH","priorValue":2554533154,"priorShares":8883479},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":3161725981,"shares":52010628,"shareType":"SH","priorValue":2913060291,"priorShares":51485691},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":3011393840,"shares":15806183,"shareType":"SH","priorValue":2088515723,"priorShares":15714943},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":2965806020,"shares":21564794,"shareType":"SH","priorValue":2362783274,"priorShares":20889253},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA QLT FCT","cusip":"46432F339","value":2926215217,"shares":13335529,"shareType":"SH","priorValue":3098953600,"priorShares":16156372},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":2877264840,"shares":27064856,"shareType":"SH","priorValue":2451465831,"priorShares":26151759},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":2874295010,"shares":33367717,"shareType":"SH","priorValue":2356845515,"priorShares":5395832},{"issuer":"ISHARES TR","titleOfClass":"CORE UNIVRSL USD","cusip":"46434V613","value":2869153618,"shares":62170177,"shareType":"SH","priorValue":2183978861,"priorShares":47282506},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RISNG DIVD ACHIV","cusip":"33738R506","value":2832097827,"shares":34938293,"shareType":"SH","priorValue":2207637940,"priorShares":32332134},{"issuer":"CAPITAL GROUP GROWTH ETF","titleOfClass":"SHS CREAT UNIT","cusip":"14020G101","value":2827657448,"shares":59907998,"shareType":"SH","priorValue":2112449712,"priorShares":52561577},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US GWT","cusip":"464287671","value":2751192093,"shares":14626998,"shareType":"SH","priorValue":2230378920,"priorShares":14379337},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":2600284103,"shares":6883612,"shareType":"SH","priorValue":2056196832,"priorShares":6643394},{"issuer":"ISHARES TR","titleOfClass":"MBS ETF","cusip":"464288588","value":2564156422,"shares":27128190,"shareType":"SH","priorValue":2657108237,"priorShares":27984290},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":2497367445,"shares":11459495,"shareType":"SH","priorValue":2193559154,"priorShares":11180221},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":2422062367,"shares":16331080,"shareType":"SH","priorValue":2068394421,"priorShares":16639004},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":2304105927,"shares":6521116,"shareType":"SH","priorValue":1785933078,"priorShares":6225801},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 VAL ETF","cusip":"464287408","value":2187126578,"shares":9632373,"shareType":"SH","priorValue":2218181574,"priorShares":10505241},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":2178295566,"shares":17043233,"shareType":"SH","priorValue":1840855964,"priorShares":16782350},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":2023521624,"shares":28400304,"shareType":"SH","priorValue":1781165475,"priorShares":27795967},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":1965487227,"shares":39005504,"shareType":"SH","priorValue":1735877766,"priorShares":38025802},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":1945586668,"shares":58146645,"shareType":"SH","priorValue":1743238597,"priorShares":51974915},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P US VLU","cusip":"464287663","value":1920825845,"shares":17438274,"shareType":"SH","priorValue":1761320029,"priorShares":17225624},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":1918041501,"shares":15446900,"shareType":"SH","priorValue":1637100806,"priorShares":3839355},{"issuer":"VANECK ETF TRUST","titleOfClass":"SEMICONDUCTR ETF","cusip":"92189F676","value":1893926489,"shares":2887567,"shareType":"SH","priorValue":1082989960,"priorShares":2824700},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":1798191669,"shares":1557834,"shareType":"SH","priorValue":466347324,"priorShares":1380379},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":1794903167,"shares":3186464,"shareType":"SH","priorValue":1766460947,"priorShares":3087517},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP ETF","cusip":"464287507","value":1770693273,"shares":22963213,"shareType":"SH","priorValue":1557874952,"priorShares":23069377},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1752359240,"shares":3501987,"shareType":"SH","priorValue":1633457685,"priorShares":3408718},{"issuer":"FIRST TR EXCHNG TRADED FD VI","titleOfClass":"FT LADD BUFF ETF","cusip":"33740F755","value":1733827374,"shares":47463109,"shareType":"SH","priorValue":1590679936,"priorShares":47103344},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":1719224716,"shares":5252268,"shareType":"SH","priorValue":1585798247,"priorShares":5390938},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":1687513406,"shares":7131746,"shareType":"SH","priorValue":1505952015,"priorShares":7002475},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":1648371834,"shares":4474651,"shareType":"SH","priorValue":2037552792,"priorShares":4735301},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":1613787470,"shares":21292882,"shareType":"SH","priorValue":1420205252,"priorShares":20236610},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER ETF","cusip":"78464A672","value":1535260997,"shares":54077529,"shareType":"SH","priorValue":1543395113,"priorShares":53851890},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":1529042537,"shares":1274807,"shareType":"SH","priorValue":1100684667,"priorShares":1196696},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":1513871906,"shares":15294726,"shareType":"SH","priorValue":1377737116,"priorShares":13878686},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":1496657044,"shares":3558386,"shareType":"SH","priorValue":1252098400,"priorShares":3368120},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600 SML","cusip":"78468R853","value":1451877041,"shares":25175605,"shareType":"SH","priorValue":1188235113,"priorShares":24590961},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"TOTAL BND MRKT","cusip":"921937835","value":1451223494,"shares":19768745,"shareType":"SH","priorValue":1406052797,"priorShares":19093602},{"issuer":"CAPITAL GROUP CORE EQUITY ET","titleOfClass":"SHS CREAT UNIT","cusip":"14020V108","value":1438058880,"shares":32330461,"shareType":"SH","priorValue":1077825405,"priorShares":28053759},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":1423004593,"shares":15528204,"shareType":"SH","priorValue":1537383438,"priorShares":16776336},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA I IN TE ETF","cusip":"09290C780","value":1401564143,"shares":26585056,"shareType":"SH","priorValue":901680704,"priorShares":27365121},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":1395831492,"shares":2402836,"shareType":"SH","priorValue":493385729,"priorShares":2425334},{"issuer":"ISHARES TR","titleOfClass":"NATIONAL MUN ETF","cusip":"464288414","value":1372915844,"shares":12757070,"shareType":"SH","priorValue":1248577062,"priorShares":11762384},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":1361025206,"shares":6396698,"shareType":"SH","priorValue":1278287954,"priorShares":6660526},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LCAP GR ETF","cusip":"808524300","value":1295839665,"shares":38293135,"shareType":"SH","priorValue":1086078685,"priorShares":37283856},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1283854730,"shares":5055143,"shareType":"SH","priorValue":1197474704,"priorShares":4898849},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1258871819,"shares":1182150,"shareType":"SH","priorValue":778786865,"priorShares":1099268},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 QUALITY","cusip":"46137V241","value":1242021810,"shares":13784927,"shareType":"SH","priorValue":914751428,"priorShares":12165867},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":1238924582,"shares":7669460,"shareType":"SH","priorValue":761542325,"priorShares":6792814},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":1235290389,"shares":10335429,"shareType":"SH","priorValue":873953096,"priorShares":1252584},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":1157703457,"shares":14368916,"shareType":"SH","priorValue":1027368374,"priorShares":3577437},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MMENTM","cusip":"46432F396","value":1155988416,"shares":3371900,"shareType":"SH","priorValue":807895044,"priorShares":3366370},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":1144327207,"shares":7241202,"shareType":"SH","priorValue":1001139167,"priorShares":6759886},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"NASDAQ EQT PREM","cusip":"46654Q203","value":1142820404,"shares":18594541,"shareType":"SH","priorValue":937007483,"priorShares":16876937},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"SMID RISNG ETF","cusip":"33741X102","value":1123359023,"shares":26039851,"shareType":"SH","priorValue":980657548,"priorShares":24870852},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":1121430867,"shares":3732504,"shareType":"SH","priorValue":926835427,"priorShares":3737240},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE BOND ETF","cusip":"46654Q716","value":1115345743,"shares":20847585,"shareType":"SH","priorValue":908110601,"priorShares":16888797},{"issuer":"PACER FDS TR","titleOfClass":"US CASH COWS 100","cusip":"69374H881","value":1097873594,"shares":17650702,"shareType":"SH","priorValue":1164016863,"priorShares":18606409},{"issuer":"ISHARES TR","titleOfClass":"0-3 MTH TREASURY","cusip":"46436E718","value":1095487659,"shares":10881968,"shareType":"SH","priorValue":1092816699,"priorShares":10856515},{"issuer":"WISDOMTREE TR","titleOfClass":"US QTLY DIV GRT","cusip":"97717X669","value":1077255914,"shares":11266011,"shareType":"SH","priorValue":1012538741,"priorShares":11527081},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P TTL STK","cusip":"464287150","value":1075341380,"shares":6546183,"shareType":"SH","priorValue":844529141,"priorShares":5929433},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":1074430834,"shares":8635516,"shareType":"SH","priorValue":880562879,"priorShares":7906644},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":1071485881,"shares":1145398,"shareType":"SH","priorValue":1109147967,"priorShares":1113122},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":1068360031,"shares":19928374,"shareType":"SH","priorValue":996189432,"priorShares":20178033},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":1062133880,"shares":33495236,"shareType":"SH","priorValue":946833875,"priorShares":30861601},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":1055220356,"shares":8857722,"shareType":"SH","priorValue":805129621,"priorShares":8332950},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":1052111296,"shares":2203052,"shareType":"SH","priorValue":707935037,"priorShares":2094792},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 ETF","cusip":"464287622","value":1041717101,"shares":2543875,"shareType":"SH","priorValue":904489956,"priorShares":2536712},{"issuer":"ISHARES TR","titleOfClass":"EAFE VALUE ETF","cusip":"464288877","value":1032944212,"shares":13493721,"shareType":"SH","priorValue":1550086670,"priorShares":20848511},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":1030798580,"shares":4096323,"shareType":"SH","priorValue":858055825,"priorShares":3945266},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":1028035236,"shares":2996401,"shareType":"SH","priorValue":885126084,"priorShares":2928554},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":1021775404,"shares":9021503,"shareType":"SH","priorValue":1106702164,"priorShares":8904910},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHRT ETF","cusip":"46641Q837","value":1011039040,"shares":19992863,"shareType":"SH","priorValue":1007228805,"priorShares":19901775},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":1008083401,"shares":16888649,"shareType":"SH","priorValue":883344202,"priorShares":16343095},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":1000755246,"shares":3301516,"shareType":"SH","priorValue":870117215,"priorShares":3322073},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":986840915,"shares":5327652,"shareType":"SH","priorValue":827570691,"priorShares":5116989},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP VALU","cusip":"025072877","value":981173211,"shares":7864486,"shareType":"SH","priorValue":721131519,"priorShares":6527850},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 VAL ETF","cusip":"464287598","value":980135792,"shares":4042964,"shareType":"SH","priorValue":915531513,"priorShares":4284792},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INT-TERM CORP","cusip":"92206C870","value":969871536,"shares":11734683,"shareType":"SH","priorValue":928977105,"priorShares":11226310},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":968272363,"shares":7082157,"shareType":"SH","priorValue":1208845281,"priorShares":7125105},{"issuer":"COLUMBIA ETF TR I","titleOfClass":"RESH ENHNC COR","cusip":"19761L706","value":939133919,"shares":21699028,"shareType":"SH","priorValue":782210818,"priorShares":20066979},{"issuer":"VANGUARD MALVERN FDS","titleOfClass":"STRM INFPROIDX","cusip":"922020805","value":930576152,"shares":18526302,"shareType":"SH","priorValue":888562021,"priorShares":17789030},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR CARE ETF","cusip":"81369Y209","value":930208747,"shares":5862907,"shareType":"SH","priorValue":928494584,"priorShares":6333092},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":926014760,"shares":17883639,"shareType":"SH","priorValue":783239338,"priorShares":16696640},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P400MID","cusip":"78464A847","value":909112911,"shares":13456379,"shareType":"SH","priorValue":761127616,"priorShares":12852544},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":870927824,"shares":1667199,"shareType":"SH","priorValue":752143919,"priorShares":1623835},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"CORE BOND ETF","cusip":"14020Y508","value":859558000,"shares":32832622,"shareType":"SH","priorValue":746286186,"priorShares":28419125},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 REVENUE","cusip":"46138G698","value":848081091,"shares":6638080,"shareType":"SH","priorValue":758188318,"priorShares":6598106},{"issuer":"GOLD TR","titleOfClass":"ISHARES NEW","cusip":"464285204","value":827034326,"shares":10952646,"shareType":"SH","priorValue":897461735,"priorShares":10179920},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":822126370,"shares":18533056,"shareType":"SH","priorValue":680318841,"priorShares":17506918},{"issuer":"FIRST TR EXCHANGE TRADED FD","titleOfClass":"RBA INDL ETF","cusip":"33738R704","value":810176017,"shares":6080121,"shareType":"SH","priorValue":572007417,"priorShares":5163455},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":808559347,"shares":15224241,"shareType":"SH","priorValue":946309347,"priorShares":15447428},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":787664445,"shares":2233368,"shareType":"SH","priorValue":732135321,"priorShares":2226080},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":784595209,"shares":6679680,"shareType":"SH","priorValue":517814199,"priorShares":6673724},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600SM C","cusip":"78464A300","value":781933997,"shares":7166475,"shareType":"SH","priorValue":489087210,"priorShares":5171149},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE GROWTH","cusip":"46654Q609","value":776852961,"shares":7879633,"shareType":"SH","priorValue":617164408,"priorShares":7301993},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"336917109","value":774959353,"shares":15926005,"shareType":"SH","priorValue":724097559,"priorShares":14253890},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":770215434,"shares":15986208,"shareType":"SH","priorValue":790902223,"priorShares":16816974},{"issuer":"ISHARES TR","titleOfClass":"MSCI USA MIN ETF","cusip":"46429B697","value":767239198,"shares":7953963,"shareType":"SH","priorValue":582508936,"priorShares":6281097},{"issuer":"CAPITAL GROUP GBL GROWTH EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14020X104","value":766842725,"shares":18115822,"shareType":"SH","priorValue":567204443,"priorShares":16997437},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":765733440,"shares":3035854,"shareType":"SH","priorValue":551553321,"priorShares":3040202},{"issuer":"ISHARES TR","titleOfClass":"GLB INFRASTR ETF","cusip":"464288372","value":756113297,"shares":11353053,"shareType":"SH","priorValue":725081017,"priorShares":10822105},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR PR SP1500","cusip":"78464A805","value":753641136,"shares":8300927,"shareType":"SH","priorValue":672152237,"priorShares":8501799},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA LA CORE ETF","cusip":"09290C855","value":751670297,"shares":14922976,"shareType":"SH","priorValue":462118434,"priorShares":11254711},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"CORE PLUS INCM","cusip":"14020Y102","value":745860725,"shares":33461676,"shareType":"SH","priorValue":663590295,"priorShares":29704133},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA US THEM ETF","cusip":"09290C806","value":733215690,"shares":17008019,"shareType":"SH","priorValue":807285995,"priorShares":22288405},{"issuer":"T ROWE PRICE EXCHANGE-TRADED","titleOfClass":"CAP APPRECIATION","cusip":"87283Q867","value":731675402,"shares":17802322,"shareType":"SH","priorValue":573896354,"priorShares":16125214},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":722700567,"shares":4359921,"shareType":"SH","priorValue":900466732,"priorShares":4352184},{"issuer":"CAPITAL GROUP CORE BALANCED","titleOfClass":"SHS","cusip":"14021D107","value":710544809,"shares":18718252,"shareType":"SH","priorValue":513011760,"priorShares":14908799},{"issuer":"CAPITAL GROUP EQUITY ETF TR","titleOfClass":"US SM MI CA ETF","cusip":"14022A102","value":708036916,"shares":21475187,"shareType":"SH","priorValue":388093805,"priorShares":13218454},{"issuer":"ISHARES TR","titleOfClass":"ISHARES SEMICDTR","cusip":"464287523","value":702604826,"shares":1096518,"shareType":"SH","priorValue":354341842,"priorShares":1078141},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP MOMNTUM","cusip":"46137V464","value":696777611,"shares":4095320,"shareType":"SH","priorValue":536501332,"priorShares":3699499},{"issuer":"PGIM ETF TR","titleOfClass":"PGIM ULTRA SH BD","cusip":"69344A107","value":692804160,"shares":13981921,"shareType":"SH","priorValue":629563015,"priorShares":12718445},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR UTIL ETF","cusip":"81369Y886","value":690355371,"shares":15226190,"shareType":"SH","priorValue":734884450,"priorShares":16014045},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"CAP STRENGTH ETF","cusip":"33733E104","value":688744515,"shares":7333311,"shareType":"SH","priorValue":698383991,"priorShares":7528935},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FST LOW OPPT EFT","cusip":"33739Q200","value":684465470,"shares":13749810,"shareType":"SH","priorValue":614496279,"priorShares":12336806},{"issuer":"ISHARES TR","titleOfClass":"RUS TP200 GR ETF","cusip":"464289438","value":682625538,"shares":2348860,"shareType":"SH","priorValue":594143961,"priorShares":2387655},{"issuer":"ISHARES TR","titleOfClass":"10-20 YR TRS ETF","cusip":"464288653","value":673473657,"shares":6711248,"shareType":"SH","priorValue":826812453,"priorShares":8209020},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":668737756,"shares":1543253,"shareType":"SH","priorValue":316781324,"priorShares":1482642},{"issuer":"WISDOMTREE TR","titleOfClass":"FLOATNG RAT TREA","cusip":"97717Y527","value":667615730,"shares":13259499,"shareType":"SH","priorValue":642291362,"priorShares":12759066},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":662634662,"shares":916507,"shareType":"SH","priorValue":295238234,"priorShares":863800},{"issuer":"JANUS DETROIT STR TR","titleOfClass":"HENDRSON AAA CL","cusip":"47103U845","value":657754265,"shares":13027417,"shareType":"SH","priorValue":667522171,"priorShares":13252376},{"issuer":"CAPITAL GROUP INTL FOCUS EQT","titleOfClass":"SHS CREAT UNIT","cusip":"14019W109","value":654815337,"shares":18914366,"shareType":"SH","priorValue":490228151,"priorShares":16623539},{"issuer":"LITMAN GREGORY FDS TR","titleOfClass":"IMGP DBI MAN ETF","cusip":"53700T827","value":650877922,"shares":21263572,"shareType":"SH","priorValue":664030024,"priorShares":22024213},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR AGGRE ETF","cusip":"78464A649","value":646430166,"shares":25330337,"shareType":"SH","priorValue":633247174,"priorShares":24716908},{"issuer":"VICTORY PORTFOLIOS II","titleOfClass":"SHS FR CA FL ETF","cusip":"92647X830","value":643669972,"shares":14069290,"shareType":"SH","priorValue":530712742,"priorShares":13442573},{"issuer":"BLACKROCK ETF TRUST II","titleOfClass":"ISHA FLEX IN ETF","cusip":"092528603","value":631835886,"shares":12071760,"shareType":"SH","priorValue":819309291,"priorShares":15777188},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":616600955,"shares":4204862,"shareType":"SH","priorValue":599578167,"priorShares":4151054},{"issuer":"GOLDMAN SACHS ETF TR","titleOfClass":"MARKETBETA US EQ","cusip":"381430123","value":614112226,"shares":5956472,"shareType":"SH","priorValue":509120650,"priorShares":5682784},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA SYST AL ETF","cusip":"09290C665","value":609589026,"shares":21732229,"shareType":"SH"},{"issuer":"FIDELITY MERRIMACK STR TR","titleOfClass":"TOTAL BD ETF","cusip":"316188309","value":593427012,"shares":13045220,"shareType":"SH","priorValue":484862317,"priorShares":10628285},{"issuer":"CAPITAL GRP FIXED INCM ETF T","titleOfClass":"US MULTI-SECTOR","cusip":"14020Y300","value":592641728,"shares":21684661,"shareType":"SH","priorValue":514723759,"priorShares":18902820},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":588799609,"shares":5668075,"shareType":"SH","priorValue":549158367,"priorShares":5653849},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":586936807,"shares":499581,"shareType":"SH","priorValue":412564621,"priorShares":472637},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"EQUITY PREMIUM","cusip":"46641Q332","value":585340102,"shares":10363670,"shareType":"SH","priorValue":409464573,"priorShares":7224145},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":583860589,"shares":5004376,"shareType":"SH","priorValue":747390096,"priorShares":5109312},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":583606966,"shares":2075342,"shareType":"SH","priorValue":483808085,"priorShares":1995991},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":582268133,"shares":1707431,"shareType":"SH","priorValue":280669191,"priorShares":1750681},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P 500 TOP 50","cusip":"46137V233","value":578458156,"shares":9447300,"shareType":"SH","priorValue":544970879,"priorShares":9990301},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":577676463,"shares":6108454,"shareType":"SH","priorValue":568637257,"priorShares":5958061},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ACTIVE VALUE ETF","cusip":"46641Q167","value":573855431,"shares":7226489,"shareType":"SH","priorValue":479816542,"priorShares":6687339},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"DYNAMIC EQTY ACT","cusip":"09290C723","value":571545553,"shares":20603661,"shareType":"SH","priorValue":455371084,"priorShares":18731842},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":570401542,"shares":7988817,"shareType":"SH","priorValue":744081656,"priorShares":7738759},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS EMGMKT","cusip":"025072604","value":569482243,"shares":5901982,"shareType":"SH","priorValue":379957333,"priorShares":4715281},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDAQ CYB ETF","cusip":"33734X846","value":568251821,"shares":6324451,"shareType":"SH","priorValue":382286740,"priorShares":6099024},{"issuer":"PIMCO ETF TR","titleOfClass":"MULTISECTOR BD","cusip":"72201R585","value":566626937,"shares":21366025,"shareType":"SH","priorValue":471815855,"priorShares":18008240},{"issuer":"GLOBAL X FDS","titleOfClass":"US INFR DEV ETF","cusip":"37954Y673","value":566587528,"shares":9616218,"shareType":"SH","priorValue":440796080,"priorShares":8675381},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":565724251,"shares":7261254,"shareType":"SH","priorValue":558439883,"priorShares":7122050},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":564634287,"shares":739882,"shareType":"SH","priorValue":273481918,"priorShares":700499},{"issuer":"ISHARES TR","titleOfClass":"US AER DEF ETF","cusip":"464288760","value":562156218,"shares":2318935,"shareType":"SH","priorValue":507868627,"priorShares":2321685},{"issuer":"RBB FD INC","titleOfClass":"F/M US TREASURY","cusip":"74933W452","value":557547687,"shares":11182265,"shareType":"SH","priorValue":540031306,"priorShares":10830953},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":555425324,"shares":11468622,"shareType":"SH","priorValue":539507322,"priorShares":11228041},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"INTRNL RES EQT","cusip":"46641Q134","value":549977683,"shares":6667205,"shareType":"SH","priorValue":487670522,"priorShares":6438745},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":548744369,"shares":1068427,"shareType":"SH","priorValue":531322090,"priorShares":1063367},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":543282544,"shares":5225881,"shareType":"SH","priorValue":563791057,"priorShares":5830311},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":540132477,"shares":2846848,"shareType":"SH","priorValue":553850746,"priorShares":2871181},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":531883895,"shares":525905,"shareType":"SH","priorValue":416377049,"priorShares":492177},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":531650741,"shares":1279144,"shareType":"SH","priorValue":343972396,"priorShares":1271194},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"FIRST TR ENH NEW","cusip":"33739Q408","value":531089621,"shares":8891506,"shareType":"SH","priorValue":531724347,"priorShares":8894687},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHARES DEFENSE","cusip":"09290C699","value":529796590,"shares":16670755,"shareType":"SH","priorValue":418231457,"priorShares":12782135},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":528291409,"shares":10444670,"shareType":"SH","priorValue":480842307,"priorShares":9638050},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"BETABUILDRS US","cusip":"46641Q399","value":525061006,"shares":3897424,"shareType":"SH","priorValue":390949210,"priorShares":3336313},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":524723138,"shares":1404016,"shareType":"SH","priorValue":431843630,"priorShares":1521809},{"issuer":"LEGG MASON ETF INVT","titleOfClass":"FRANKLIN INTL LW","cusip":"52468L505","value":514570317,"shares":12678832,"shareType":"SH","priorValue":449780116,"priorShares":11094725},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDQ CLN EDGE","cusip":"33737A108","value":513862945,"shares":2679859,"shareType":"SH","priorValue":349853712,"priorShares":2138732},{"issuer":"VANGUARD WORLD FD","titleOfClass":"MEGA GRWTH IND","cusip":"921910816","value":512830919,"shares":5833591,"shareType":"SH","priorValue":424305379,"priorShares":1154761},{"issuer":"BANK OF AMER CORP","titleOfClass":"COM","cusip":"060505104","value":511543391,"shares":8977596,"shareType":"SH","priorValue":422160800,"priorShares":8659709},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":508244871,"shares":9975366,"shareType":"SH","priorValue":57892822,"priorShares":1247690},{"issuer":"PHILIP MORRIS INTL INC","titleOfClass":"COM","cusip":"718172109","value":503359636,"shares":2782376,"shareType":"SH","priorValue":438576421,"priorShares":2652573},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL EQT ETF","cusip":"025072703","value":502561984,"shares":5634103,"shareType":"SH","priorValue":362329256,"priorShares":4270736},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":501745017,"shares":6173804,"shareType":"SH","priorValue":459311026,"priorShares":6039593},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BACKE ETF","cusip":"78464A383","value":500154946,"shares":22418421,"shareType":"SH","priorValue":524515662,"priorShares":23426337},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHAN SHRT MA AC","cusip":"72201R833","value":499544412,"shares":4955306,"shareType":"SH","priorValue":436737311,"priorShares":4342620},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":497214264,"shares":5816052,"shareType":"SH","priorValue":401473729,"priorShares":5206507},{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":495269916,"shares":5730964,"shareType":"SH","priorValue":450949103,"priorShares":5201859},{"issuer":"INVESCO ACTVELY MNGD ETC FD","titleOfClass":"OPTIMUM YIELD","cusip":"46090F100","value":494349595,"shares":31130327,"shareType":"SH","priorValue":532796465,"priorShares":30761921},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":493020235,"shares":3836733,"shareType":"SH","priorValue":454959359,"priorShares":3782188},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":487492529,"shares":4469538,"shareType":"SH","priorValue":457654460,"priorShares":4199050},{"issuer":"CAPITAL GROUP DIVIDEND GROWE","titleOfClass":"SHS ETF","cusip":"14021L109","value":483051225,"shares":12877932,"shareType":"SH","priorValue":408878285,"priorShares":11389368},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI TOTAL","cusip":"46432F834","value":479484941,"shares":5023941,"shareType":"SH","priorValue":389597983,"priorShares":4496745},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":474258437,"shares":3396537,"shareType":"SH","priorValue":139321315,"priorShares":3157066},{"issuer":"BLACKROCK ETF TRUST","titleOfClass":"ISHA IN CTRY ETF","cusip":"09290C764","value":471570221,"shares":12884432,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}