{"url":"https://nivawealth.com/firms/westfuller-advisors-155054","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155054","regulatoryAum":3370643869,"crd":"155054","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6077306","suffix":null,"lastName":"CHIU","firstName":"ELLEN","middleName":null},{"crd":"5038163","suffix":null,"lastName":"FULLER","firstName":"IAN","middleName":"SCOT"},{"crd":"7475138","suffix":null,"lastName":"Jamal","firstName":"Rahima","middleName":null},{"crd":"7503405","suffix":null,"lastName":"Kelly","firstName":"Kara","middleName":null},{"crd":"7866034","suffix":null,"lastName":"Kerr","firstName":"Kreg","middleName":null},{"crd":"4852274","suffix":null,"lastName":"MONROE","firstName":"RYAN","middleName":"ARNEZ"},{"crd":"4412472","suffix":null,"lastName":"VAN GROUW","firstName":"TODD","middleName":"D"},{"crd":"4243450","suffix":null,"lastName":"WEST","firstName":"LOLA","middleName":"C."}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":177892850,"clients":156,"employees":6,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":806905840,"clients":64,"employees":9,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":1273701748,"clients":76,"employees":13,"offices":2},{"filedOn":"2024-03-26","regulatoryAum":1431608734,"clients":87,"employees":15,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":2135363056,"clients":75,"employees":16,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":3370643869,"clients":88,"employees":23,"offices":2}],"secFileNumber":"801-111864","legalName":"Westfuller Advisors, LLC","displayName":"Westfuller Advisors","slug":"westfuller-advisors-155054","website":"https://westfulleradvisors.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/westfuller-advisors/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1185 Avenue of the Americas, Suite 319","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10036"},"tradeNames":[],"registration":{"secApproved":"15 October 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":4894916.326530612,"staff":{"employees":23,"advisory":14,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":3370643869,"discretionary":2662749566,"discretionaryAccounts":85,"nonDiscretionary":707894303,"nonDiscretionaryAccounts":3,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":7},"clientTypes":[{"label":"High-net-worth individuals","clients":49,"regulatoryAum":239850900},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":139734972},{"label":"Charitable organizations","clients":37,"regulatoryAum":2987635004},{"label":"Corporations and other businesses","clients":1,"fewerThan5":true,"regulatoryAum":3422993}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":1996843055},{"name":"Northern Trust Bank","shortName":"Northern Trust Bank","location":"Chicago, IL","smaAssets":904166025}],"custodyNote":"Westfuller Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Mona Williams","title":"Chief Operating Officer","crd":"2147320"},{"name":"Michael Dziura","title":"Chief Compliance Officer","crd":"7513976"},{"name":"Brian Cole","title":"Chief Administrative Officer","crd":"1670650"},{"name":"Ian Fuller","title":"Member, CEO","crd":"5038163"},{"name":"Lola West","title":"Member, Chairwoman, Chief Culture Officer","crd":"4243450"}],"ownership":[{"label":"Ian Fuller","detail":"Member, ceo in the 25% to 50% ownership band and a control person, since November 2010."},{"label":"Lola West","detail":"Member, chairwoman, chief culture officer in the 25% to 50% ownership band and a control person, since November 2010."},{"label":"Cambria Holdings, LLC","detail":"Member in the 25% to 50% ownership band and a control person, since November 2010."},{"label":"Daryl Hersch","detail":"Indirect owner: a shareholder of Cambria Holdings, LLC in the 75% or more band and a control person, since December 2006.","parent":"Cambria Holdings, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"601 Montgomery Street","city":"San Francisco"}]},{"state":"New York","offices":1,"addresses":[{"street":"1185 Avenue of the Americas, Suite 319","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-219-6198","stateRegisteredReps":8,"otherAdviserReps":0,"compensation":["A percentage of assets under management","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","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":46},{"label":"U.S. government/agency bonds","percent":9},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":2},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":9},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":13,"detail":"Venture Capital/Private Equity, Real Estate, Liquid Hedge Funds"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155054/PDF/155054.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Westfuller Advisors have?","answer":"Westfuller Advisors has 88 clients and manages $3.37 billion for them, as of March 2026. They include 49 high-net-worth individuals, 37 charitable organizations and 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Westfuller Advisors offer?","answer":"Westfuller Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Westfuller Advisors use?","answer":"Westfuller Advisors’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $2B and Northern Trust Bank (Chicago, IL), with $904M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Westfuller Advisors have?","answer":"Westfuller Advisors has 8 investment adviser representatives registered with state securities authorities, out of 23 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Westfuller Advisors invest in?","answer":"At the end of its last fiscal year, Westfuller Advisors’ separately managed accounts held 46% exchange-traded equities, 13% other, 11% registered funds (mutual funds, ETFs, BDCs), 9% U.S. government and agency bonds, 9% pooled vehicles (private funds and similar), 5% cash and equivalents, 4% state and local bonds, 2% investment grade corporate bonds and 1% high-yield corporate bonds. The 13% other category is described as: Venture Capital/Private Equity, Real Estate, Liquid Hedge Funds.","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 Westfuller Advisors?","answer":"Westfuller Advisors is owned through a holding company by Daryl Hersch. Its direct owners are Ian Fuller, Lola West and Cambria Holdings, LLC, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Westfuller Advisors get paid?","answer":"Westfuller Advisors is paid through a percentage of assets under management 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"}},{"question":"How do I contact Westfuller Advisors?","answer":"Westfuller Advisors’ main office is at 1185 Avenue of the Americas, Suite 319, New York, NY 10036. Its phone number is 212-219-6198. Its website is westfulleradvisors.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/westfuller-advisors-155054/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-29","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/2024115/000200032426003250/0002000324-26-003250-index.html","totalValue":274713294,"positionCount":765,"top10Share":0.30799942648570916,"top10":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":12049036,"shares":16094,"shareType":"SH","priorValue":1960726,"priorShares":3007},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":10012274,"shares":439520,"shareType":"SH","priorValue":8646553,"priorShares":377414},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":9811788,"shares":33909,"shareType":"SH","priorValue":7439337,"priorShares":29313},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":9449048,"shares":13758,"shareType":"SH","priorValue":8399944,"priorShares":14057},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":8778074,"shares":43871,"shareType":"SH","priorValue":7583794,"priorShares":43483},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":7732505,"shares":60500,"shareType":"SH","priorValue":2194,"priorShares":20},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG US","cusip":"67092P870","value":6930998,"shares":313124,"shareType":"SH","priorValue":7041313,"priorShares":317033},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":6827772,"shares":28647,"shareType":"SH","priorValue":5765938,"priorShares":27685},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":6635722,"shares":80589,"shareType":"SH","priorValue":4623605,"priorShares":64458},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":6384320,"shares":66104,"shareType":"SH","priorValue":5879757,"priorShares":64948}],"positionsListed":200,"positions":[{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":12049036,"shares":16094,"shareType":"SH","priorValue":1960726,"priorShares":3007},{"issuer":"ISHARES TR","titleOfClass":"US TREAS BD ETF","cusip":"46429B267","value":10012274,"shares":439520,"shareType":"SH","priorValue":8646553,"priorShares":377414},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":9811788,"shares":33909,"shareType":"SH","priorValue":7439337,"priorShares":29313},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":9449048,"shares":13758,"shareType":"SH","priorValue":8399944,"priorShares":14057},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":8778074,"shares":43871,"shareType":"SH","priorValue":7583794,"priorShares":43483},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000GRW","cusip":"92206C680","value":7732505,"shares":60500,"shareType":"SH","priorValue":2194,"priorShares":20},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG US","cusip":"67092P870","value":6930998,"shares":313124,"shareType":"SH","priorValue":7041313,"priorShares":317033},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":6827772,"shares":28647,"shareType":"SH","priorValue":5765938,"priorShares":27685},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":6635722,"shares":80589,"shareType":"SH","priorValue":4623605,"priorShares":64458},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":6384320,"shares":66104,"shareType":"SH","priorValue":5879757,"priorShares":64948},{"issuer":"ISHARES TR","titleOfClass":"CORE US AGGBD ET","cusip":"464287226","value":6193928,"shares":62578,"shareType":"SH","priorValue":4954011,"priorShares":49904},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":5555493,"shares":42011,"shareType":"SH","priorValue":2903270,"priorShares":25860},{"issuer":"MORGAN STANLEY ETF TRUST","titleOfClass":"CALVERT US LARCP","cusip":"61774R205","value":4744285,"shares":50220,"shareType":"SH","priorValue":596463,"priorShares":7450},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL C","cusip":"02079K107","value":4718804,"shares":13355,"shareType":"SH","priorValue":2663711,"priorShares":9286},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":4361737,"shares":12205,"shareType":"SH","priorValue":2949383,"priorShares":10257},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR US AGRGT","cusip":"46435U549","value":4314328,"shares":91000,"shareType":"SH","priorValue":2316895,"priorShares":48725},{"issuer":"ISHARES TR","titleOfClass":"CALIF MUN BD ETF","cusip":"464288356","value":4010113,"shares":69572,"shareType":"SH","priorValue":3926962,"priorShares":69064},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":3821407,"shares":5103,"shareType":"SH","priorValue":3260204,"priorShares":4991},{"issuer":"TIDAL TRUST III","titleOfClass":"IMPA SHS WOM ETF","cusip":"45259A100","value":3620951,"shares":85395,"shareType":"SH","priorValue":3438318,"priorShares":86875},{"issuer":"ISHARES TR","titleOfClass":"EAFE GRWTH ETF","cusip":"464288885","value":3503543,"shares":28159,"shareType":"SH","priorValue":366630,"priorShares":3292},{"issuer":"EA SERIES TRUST","titleOfClass":"STAN SU BETA ETF","cusip":"02072L151","value":3475141,"shares":104651,"shareType":"SH","priorValue":2996956,"priorShares":111747},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":3445890,"shares":9354,"shareType":"SH","priorValue":4083461,"priorShares":9490},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":3416509,"shares":9159,"shareType":"SH","priorValue":2246170,"priorShares":6068},{"issuer":"TIDAL TRUST I","titleOfClass":"ADASINA SOCIAL","cusip":"886364876","value":3389345,"shares":148136,"shareType":"SH","priorValue":2710419,"priorShares":139067},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":3383834,"shares":4590,"shareType":"SH","priorValue":2779448,"priorShares":4816},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":3373556,"shares":10306,"shareType":"SH","priorValue":2278770,"priorShares":7747},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":3194990,"shares":6385,"shareType":"SH","priorValue":2899639,"priorShares":6051},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":2924905,"shares":7743,"shareType":"SH","priorValue":2359784,"priorShares":7624},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"SHORT TRM BOND","cusip":"921937827","value":2833909,"shares":36374,"shareType":"SH","priorValue":2776560,"priorShares":35411},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":2804566,"shares":6468,"shareType":"SH","priorValue":1463988,"priorShares":6844},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"INTERMED TERM","cusip":"921937819","value":2718910,"shares":35449,"shareType":"SH","priorValue":2779684,"priorShares":36016},{"issuer":"ISHARES TR","titleOfClass":"ESG EAFE ETF","cusip":"46436E759","value":2717741,"shares":32125,"shareType":"SH","priorValue":2442967,"priorShares":32379},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":2644534,"shares":10413,"shareType":"SH","priorValue":1817198,"priorShares":7434},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG SMLCP","cusip":"67092P607","value":2620386,"shares":50276,"shareType":"SH","priorValue":1652855,"priorShares":36681},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":2514214,"shares":2096,"shareType":"SH","priorValue":1989222,"priorShares":2163},{"issuer":"ISHARES TR","titleOfClass":"CORE DIV GRWTH","cusip":"46434V621","value":2496123,"shares":32935,"shareType":"SH","priorValue":2250860,"priorShares":32073},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":2327415,"shares":6290,"shareType":"SH","priorValue":2012035,"priorShares":6272},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":2269035,"shares":26542,"shareType":"SH","priorValue":2037629,"priorShares":26425},{"issuer":"ISHARES TR","titleOfClass":"ENVIR AWR RL EST","cusip":"46436E270","value":2050801,"shares":70937,"shareType":"SH","priorValue":1458963,"priorShares":53781},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1993836,"shares":1971,"shareType":"SH","priorValue":1665479,"priorShares":1969},{"issuer":"ISHARES TR","titleOfClass":"INTL DIV GRWTH","cusip":"46435G524","value":1839591,"shares":20921,"shareType":"SH","priorValue":1729235,"priorShares":20643},{"issuer":"ISHARES GOLD TRUST MICRO","titleOfClass":"SHS REPSTG UN TR","cusip":"46436F103","value":1793500,"shares":44826,"shareType":"SH","priorValue":1642208,"priorShares":35165},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":1758964,"shares":5158,"shareType":"SH","priorValue":792614,"priorShares":4944},{"issuer":"ISHARES TR","titleOfClass":"NEW YORK MUN ETF","cusip":"464288323","value":1744260,"shares":32358,"shareType":"SH","priorValue":2002155,"priorShares":37691},{"issuer":"TIDAL TRUST III","titleOfClass":"NAACP MINO ETF","cusip":"45259A209","value":1682767,"shares":27676,"shareType":"SH","priorValue":1264593,"priorShares":26150},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"US QUALTY FCTR","cusip":"46641Q761","value":1660074,"shares":22967,"shareType":"SH","priorValue":1404592,"priorShares":22906},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"ALLWRLD EX US","cusip":"922042775","value":1598774,"shares":19090,"shareType":"SH","priorValue":1441456,"priorShares":19194},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"MTG-BKD SECS ETF","cusip":"92206C771","value":1570633,"shares":33553,"shareType":"SH","priorValue":1576622,"priorShares":33581},{"issuer":"VANGUARD WHITEHALL FDS","titleOfClass":"HIGH DIV YLD","cusip":"921946406","value":1516161,"shares":9594,"shareType":"SH","priorValue":1664954,"priorShares":11242},{"issuer":"UNION PAC CORP","titleOfClass":"COM","cusip":"907818108","value":1499816,"shares":5514,"shareType":"SH","priorValue":1224335,"priorShares":5046},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P MDCP QUALITY","cusip":"46137V472","value":1436900,"shares":12729,"shareType":"SH","priorValue":1530056,"priorShares":14802},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG EMRGN","cusip":"67092P888","value":1343584,"shares":31661,"shareType":"SH","priorValue":1168941,"priorShares":31818},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"EXTEND MKT ETF","cusip":"922908652","value":1340405,"shares":5444,"shareType":"SH","priorValue":1245537,"priorShares":6052},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1322214,"shares":4702,"shareType":"SH","priorValue":1135539,"priorShares":4685},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":1208258,"shares":1292,"shareType":"SH","priorValue":1012284,"priorShares":1016},{"issuer":"STARBUCKS CORP","titleOfClass":"COM","cusip":"855244109","value":1204465,"shares":11787,"shareType":"SH","priorValue":1004530,"priorShares":11213},{"issuer":"ISHARES TR","titleOfClass":"RUSSELL 2000 ETF","cusip":"464287655","value":1187374,"shares":3952,"shareType":"SH","priorValue":747686,"priorShares":3015},{"issuer":"VANGUARD CHARLOTTE FDS","titleOfClass":"TOTAL INT BD ETF","cusip":"92203J407","value":1101499,"shares":22744,"shareType":"SH","priorValue":1085333,"priorShares":22588},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":1097833,"shares":15408,"shareType":"SH","priorValue":502973,"priorShares":7849},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":1045638,"shares":1800,"shareType":"SH","priorValue":96426,"priorShares":474},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":1037962,"shares":3069,"shareType":"SH","priorValue":940013,"priorShares":3108},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":988400,"shares":1755,"shareType":"SH","priorValue":995595,"priorShares":1740},{"issuer":"DISNEY WALT CO","titleOfClass":"COM","cusip":"254687106","value":946178,"shares":9754,"shareType":"SH","priorValue":895122,"priorShares":9287},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":900923,"shares":6654,"shareType":"SH","priorValue":957778,"priorShares":6168},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":900594,"shares":9339,"shareType":"SH","priorValue":849907,"priorShares":9582},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST INTER BD ETF","cusip":"78464A375","value":896124,"shares":26782,"shareType":"SH","priorValue":946154,"priorShares":28210},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS2000IDX","cusip":"92206C664","value":864382,"shares":7119,"shareType":"SH","priorValue":703113,"priorShares":7019},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGCP","cusip":"67092P201","value":821612,"shares":7019,"shareType":"SH","priorValue":638283,"priorShares":7019},{"issuer":"BANK OF NY MELLON CORP","titleOfClass":"COM","cusip":"064058100","value":773679,"shares":5350,"shareType":"SH","priorValue":686050,"priorShares":5783},{"issuer":"ISHARES TR","titleOfClass":"ESG AWRE 1 5 YR","cusip":"46435G243","value":745667,"shares":29839,"shareType":"SH","priorValue":932402,"priorShares":37199},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":745119,"shares":2172,"shareType":"SH","priorValue":451081,"priorShares":1492},{"issuer":"ISHARES TR","titleOfClass":"RUS 1000 GRW ETF","cusip":"464287614","value":722363,"shares":5818,"shareType":"SH","priorValue":619613,"priorShares":1453},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":717262,"shares":6106,"shareType":"SH","priorValue":446790,"priorShares":5758},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":694139,"shares":1451,"shareType":"SH","priorValue":487601,"priorShares":1439},{"issuer":"THERMO FISHER SCIENTIFIC INC","titleOfClass":"COM","cusip":"883556102","value":689649,"shares":1374,"shareType":"SH","priorValue":659905,"priorShares":1341},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":686812,"shares":950,"shareType":"SH","priorValue":364855,"priorShares":1067},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST PORT MARK ETF","cusip":"78463X509","value":683932,"shares":13208,"shareType":"SH","priorValue":596607,"priorShares":12718},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":623864,"shares":540,"shareType":"SH","priorValue":184015,"priorShares":544},{"issuer":"WARNER MUSIC GROUP CORP","titleOfClass":"COM CL A","cusip":"934550203","value":622070,"shares":22980,"shareType":"SH","priorValue":586910,"priorShares":22980},{"issuer":"PROSHARES TR","titleOfClass":"S&P MDCP 400 DIV","cusip":"74347B680","value":593700,"shares":6484,"shareType":"SH","priorValue":557417,"priorShares":6451},{"issuer":"ISHARES TR","titleOfClass":"U.S. TECH ETF","cusip":"464287721","value":587784,"shares":2330,"shareType":"SH","priorValue":422651,"priorShares":2330},{"issuer":"ISHARES TR","titleOfClass":"20 YR TR BD ETF","cusip":"464287432","value":584243,"shares":6761,"shareType":"SH","priorValue":557611,"priorShares":6432},{"issuer":"MASTERCARD INCORPORATED","titleOfClass":"CL A","cusip":"57636Q104","value":580986,"shares":1131,"shareType":"SH","priorValue":544749,"priorShares":1090},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":534291,"shares":6203,"shareType":"SH","priorValue":451154,"priorShares":1033},{"issuer":"CONSOLIDATED EDISON INC","titleOfClass":"COM","cusip":"209115104","value":534265,"shares":4829,"shareType":"SH","priorValue":534583,"priorShares":4723},{"issuer":"NXP SEMICONDUCTORS N V","titleOfClass":"COM","cusip":"N6596X109","value":512188,"shares":1816,"shareType":"SH","priorValue":359374,"priorShares":1816},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":499375,"shares":3576,"shareType":"SH","priorValue":181172,"priorShares":4105},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":483238,"shares":1370,"shareType":"SH","priorValue":447167,"priorShares":1360},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":480572,"shares":8051,"shareType":"SH","priorValue":269230,"priorShares":4981},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":453170,"shares":4362,"shareType":"SH","priorValue":412425,"priorShares":4246},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":414776,"shares":1648,"shareType":"SH","priorValue":118179,"priorShares":543},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":402483,"shares":3554,"shareType":"SH","priorValue":17431,"priorShares":140},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":390108,"shares":3016,"shareType":"SH","priorValue":370749,"priorShares":3061},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":378732,"shares":1204,"shareType":"SH","priorValue":352248,"priorShares":1227},{"issuer":"BROOKFIELD CORP","titleOfClass":"CL A LTD VT SH","cusip":"11271J107","value":368345,"shares":8649,"shareType":"SH","priorValue":349701,"priorShares":8641},{"issuer":"COMCAST CORP NEW","titleOfClass":"CL A","cusip":"20030N101","value":366700,"shares":14937,"shareType":"SH","priorValue":436138,"priorShares":15191},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":366611,"shares":4482,"shareType":"SH","priorValue":153763,"priorShares":2008},{"issuer":"JABIL INC","titleOfClass":"COM","cusip":"466313103","value":363122,"shares":942,"shareType":"SH"},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":358539,"shares":841,"shareType":"SH","priorValue":301643,"priorShares":843},{"issuer":"CHUBB LIMITED","titleOfClass":"COM","cusip":"H1467J104","value":358088,"shares":1049,"shareType":"SH","priorValue":346957,"priorShares":1061},{"issuer":"AUTOMATIC DATA PROCESSING IN","titleOfClass":"COM","cusip":"053015103","value":353395,"shares":1566,"shareType":"SH","priorValue":143236,"priorShares":699},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"INTER TERM TREAS","cusip":"92206C706","value":351674,"shares":5963,"shareType":"SH","priorValue":450627,"priorShares":7567},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"TAX EXEMPT BD","cusip":"922907746","value":336521,"shares":6653,"shareType":"SH","priorValue":339526,"priorShares":6805},{"issuer":"ISHARES TR","titleOfClass":"TIPS BD ETF","cusip":"464287176","value":331075,"shares":3025,"shareType":"SH","priorValue":447634,"priorShares":4056},{"issuer":"PROLOGIS INC.","titleOfClass":"COM","cusip":"74340W103","value":329522,"shares":2432,"shareType":"SH","priorValue":317544,"priorShares":2402},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":322854,"shares":3523,"shareType":"SH","priorValue":522331,"priorShares":5700},{"issuer":"ASTERA LABS INC","titleOfClass":"COM","cusip":"04626A103","value":322174,"shares":667,"shareType":"SH","priorValue":73103,"priorShares":667},{"issuer":"ISHARES TR","titleOfClass":"RUS MID CAP ETF","cusip":"464287499","value":320590,"shares":2906,"shareType":"SH"},{"issuer":"TUTOR PERINI CORP","titleOfClass":"COM","cusip":"901109108","value":318107,"shares":3834,"shareType":"SH","priorValue":295946,"priorShares":3834},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":311875,"shares":861,"shareType":"SH","priorValue":91315,"priorShares":260},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":311644,"shares":1317,"shareType":"SH","priorValue":366913,"priorShares":1706},{"issuer":"ISHARES TR","titleOfClass":"PFD AND INCM SEC","cusip":"464288687","value":311064,"shares":10202,"shareType":"SH","priorValue":309231,"priorShares":10199},{"issuer":"HONEYWELL INTL INC","titleOfClass":"COM","cusip":"438516205","value":308086,"shares":1376,"shareType":"SH"},{"issuer":"HONEYWELL AEROSPACE INC","titleOfClass":"COM","cusip":"43849R105","value":304206,"shares":1376,"shareType":"SH"},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":297859,"shares":131,"shareType":"SH","priorValue":82594,"priorShares":130},{"issuer":"ISHARES TR","titleOfClass":"CUR HD EURZN ETF","cusip":"46434V639","value":296163,"shares":5905,"shareType":"SH","priorValue":258058,"priorShares":5905},{"issuer":"ANGLOGOLD ASHANTI PLC","titleOfClass":"COM SHS","cusip":"G0378L100","value":293791,"shares":3632,"shareType":"SH","priorValue":353609,"priorShares":3632},{"issuer":"PACCAR INC","titleOfClass":"COM","cusip":"693718108","value":293156,"shares":2441,"shareType":"SH","priorValue":7337,"priorShares":64},{"issuer":"ISHARES TR","titleOfClass":"EXPANDED TECH","cusip":"464287515","value":292664,"shares":3230,"shareType":"SH","priorValue":258545,"priorShares":3230},{"issuer":"VANGUARD WORLD FD","titleOfClass":"FINANCIALS ETF","cusip":"92204A405","value":288714,"shares":2194,"shareType":"SH","priorValue":354512,"priorShares":2934},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":282786,"shares":1841,"shareType":"SH","priorValue":140543,"priorShares":1720},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":271844,"shares":1468,"shareType":"SH","priorValue":265576,"priorShares":1642},{"issuer":"PAYPAL HLDGS INC","titleOfClass":"COM","cusip":"70450Y103","value":271757,"shares":6294,"shareType":"SH","priorValue":288803,"priorShares":6385},{"issuer":"VANGUARD BD INDEX FDS","titleOfClass":"LONG TERM BOND","cusip":"921937793","value":266777,"shares":3870,"shareType":"SH","priorValue":254584,"priorShares":3701},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":265920,"shares":1402,"shareType":"SH","priorValue":265581,"priorShares":1377},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":264293,"shares":6242,"shareType":"SH","priorValue":153630,"priorShares":3060},{"issuer":"AMPLIFY ETF TR","titleOfClass":"ETHO CLI LEA ETF","cusip":"032108557","value":263111,"shares":3264,"shareType":"SH","priorValue":133939,"priorShares":2027},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":260824,"shares":826,"shareType":"SH","priorValue":263282,"priorShares":799},{"issuer":"ABBOTT LABORATORIES","titleOfClass":"COM","cusip":"002824100","value":257079,"shares":2833,"shareType":"SH","priorValue":125161,"priorShares":1219},{"issuer":"BONDBLOXX ETF TRUST","titleOfClass":"BLOOMBERG SIX MN","cusip":"09789C788","value":253449,"shares":5039,"shareType":"SH"},{"issuer":"PAN AMERN SILVER CORP","titleOfClass":"COM","cusip":"697900108","value":253211,"shares":5653,"shareType":"SH","priorValue":308840,"priorShares":5653},{"issuer":"WELLTOWER INC","titleOfClass":"COM","cusip":"95040Q104","value":240572,"shares":1060,"shareType":"SH","priorValue":211734,"priorShares":1071},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP600GRWO","cusip":"78464A201","value":236711,"shares":1987,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CRE U S REIT ETF","cusip":"464288521","value":235127,"shares":3538,"shareType":"SH","priorValue":208247,"priorShares":3518},{"issuer":"WW GRAINGER INC","titleOfClass":"COM","cusip":"384802104","value":234621,"shares":172,"shareType":"SH","priorValue":193457,"priorShares":177},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":228784,"shares":360,"shareType":"SH","priorValue":61871,"priorShares":110},{"issuer":"VANGUARD MUN BD FDS","titleOfClass":"INTERMEDIATE TRM","cusip":"922907738","value":227672,"shares":2255,"shareType":"SH","priorValue":223630,"priorShares":2238},{"issuer":"HECLA MINING COMPANY","titleOfClass":"COM","cusip":"422704106","value":226582,"shares":14685,"shareType":"SH","priorValue":273573,"priorShares":14685},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":224449,"shares":315,"shareType":"SH","priorValue":180614,"priorShares":336},{"issuer":"INTUITIVE SURGICAL INC","titleOfClass":"COM NEW","cusip":"46120E602","value":222303,"shares":559,"shareType":"SH","priorValue":270601,"priorShares":587},{"issuer":"ECOLAB INC","titleOfClass":"COM","cusip":"278865100","value":218009,"shares":780,"shareType":"SH","priorValue":208382,"priorShares":781},{"issuer":"CORNING INC","titleOfClass":"COM","cusip":"219350105","value":214796,"shares":841,"shareType":"SH","priorValue":114612,"priorShares":843},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":214557,"shares":4207,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":210641,"shares":2950,"shareType":"SH","priorValue":333271,"priorShares":3466},{"issuer":"TRANE TECHNOLOGIES PLC","titleOfClass":"SHS","cusip":"G8994E103","value":209700,"shares":427,"shareType":"SH","priorValue":186261,"priorShares":447},{"issuer":"BANCO BILBAO VIZCAYA ARGENTA","titleOfClass":"SPONSORED ADR","cusip":"05946K101","value":208501,"shares":8320,"shareType":"SH","priorValue":180212,"priorShares":8320},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"NASDQ CLN EDGE","cusip":"33737A108","value":208275,"shares":1086,"shareType":"SH","priorValue":177199,"priorShares":1083},{"issuer":"NEWMONT CORP","titleOfClass":"COM","cusip":"651639106","value":206502,"shares":2211,"shareType":"SH","priorValue":239335,"priorShares":2211},{"issuer":"BLOOM ENERGY CORP","titleOfClass":"COM CL A","cusip":"093712107","value":204928,"shares":677,"shareType":"SH","priorValue":91727,"priorShares":677},{"issuer":"ACUITY INC","titleOfClass":"COM","cusip":"00508Y102","value":202675,"shares":538,"shareType":"SH","priorValue":60832,"priorShares":217},{"issuer":"CROWDSTRIKE HLDGS INC","titleOfClass":"CL A","cusip":"22788C105","value":198761,"shares":260,"shareType":"SH","priorValue":94656,"priorShares":242},{"issuer":"VANGUARD WORLD FD","titleOfClass":"INF TECH ETF","cusip":"92204A702","value":195758,"shares":1638,"shareType":"SH","priorValue":251296,"priorShares":360},{"issuer":"AT&T INC","titleOfClass":"COM","cusip":"00206R102","value":193799,"shares":9362,"shareType":"SH","priorValue":274208,"priorShares":9459},{"issuer":"XYLEM INC","titleOfClass":"COM","cusip":"98419M100","value":191912,"shares":1623,"shareType":"SH","priorValue":86336,"priorShares":722},{"issuer":"ISHARES SILVER TR","titleOfClass":"ISHARES","cusip":"46428Q109","value":187680,"shares":3510,"shareType":"SH","priorValue":239171,"priorShares":3510},{"issuer":"ISHARES TR","titleOfClass":"MSCI EMG MKT ETF","cusip":"464287234","value":186565,"shares":2727,"shareType":"SH","priorValue":134887,"priorShares":2375},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":179797,"shares":1187,"shareType":"SH","priorValue":182525,"priorShares":1143},{"issuer":"NISOURCE INC","titleOfClass":"COM","cusip":"65473P105","value":178986,"shares":3764,"shareType":"SH","priorValue":175962,"priorShares":3771},{"issuer":"SERVICENOW INC","titleOfClass":"COM","cusip":"81762P102","value":171218,"shares":1725,"shareType":"SH","priorValue":182815,"priorShares":1749},{"issuer":"KLA CORP","titleOfClass":"COM NEW","cusip":"482480100","value":169715,"shares":563,"shareType":"SH","priorValue":37180,"priorShares":25},{"issuer":"ISHARES TR","titleOfClass":"IBOXX INV CP ETF","cusip":"464287242","value":169355,"shares":1553,"shareType":"SH","priorValue":177677,"priorShares":1630},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":168155,"shares":1014,"shareType":"SH","priorValue":158821,"priorShares":768},{"issuer":"PRUDENTIAL FINL INC","titleOfClass":"COM","cusip":"744320102","value":165943,"shares":1538,"shareType":"SH","priorValue":156744,"priorShares":1605},{"issuer":"AEROVIRONMENT INC","titleOfClass":"COM","cusip":"008073108","value":165070,"shares":1000,"shareType":"SH","priorValue":183050,"priorShares":1000},{"issuer":"JANUS HENDERSON GROUP PLC","titleOfClass":"ORD SHS","cusip":"G4474Y214","value":164637,"shares":3169,"shareType":"SH","priorValue":169015,"priorShares":3290},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":164179,"shares":316,"shareType":"SH","priorValue":6300,"priorShares":13},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":162930,"shares":153,"shareType":"SH","priorValue":5668,"priorShares":8},{"issuer":"GRUPO CIBEST SA","titleOfClass":"SPON ADS","cusip":"40090E106","value":162325,"shares":2010,"shareType":"SH","priorValue":148809,"priorShares":2010},{"issuer":"WESTERN DIGITAL CORP","titleOfClass":"COM","cusip":"958102105","value":160328,"shares":251,"shareType":"SH","priorValue":153087,"priorShares":566},{"issuer":"JOHNSON CONTROLS INTERNATION","titleOfClass":"SHS","cusip":"G51502105","value":157840,"shares":1077,"shareType":"SH","priorValue":141229,"priorShares":1075},{"issuer":"INTUIT","titleOfClass":"COM","cusip":"461202103","value":156333,"shares":599,"shareType":"SH","priorValue":251025,"priorShares":581},{"issuer":"NEXTERA ENERGY INC","titleOfClass":"COM","cusip":"65339F101","value":155555,"shares":1772,"shareType":"SH","priorValue":164064,"priorShares":1766},{"issuer":"BROOKFIELD RENEWABLE CORP","titleOfClass":"CL A  EX SUB VTG","cusip":"11285B108","value":155468,"shares":4188,"shareType":"SH","priorValue":185319,"priorShares":4653},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US DIVIDEND EQ","cusip":"808524797","value":154651,"shares":4877,"shareType":"SH","priorValue":148462,"priorShares":4839},{"issuer":"RYDER SYS INC","titleOfClass":"COM","cusip":"783549108","value":154400,"shares":585,"shareType":"SH","priorValue":121876,"priorShares":595},{"issuer":"NOKIA CORP","titleOfClass":"SPONSORED ADR","cusip":"654902204","value":150250,"shares":11314,"shareType":"SH","priorValue":90968,"priorShares":11314},{"issuer":"CARDINAL HEALTH INC","titleOfClass":"COM","cusip":"14149Y108","value":150126,"shares":632,"shareType":"SH","priorValue":202847,"priorShares":960},{"issuer":"ORACLE CORP","titleOfClass":"COM","cusip":"68389X105","value":149483,"shares":1020,"shareType":"SH","priorValue":107677,"priorShares":732},{"issuer":"VANGUARD WORLD FD","titleOfClass":"HEALTH CAR ETF","cusip":"92204A504","value":148181,"shares":496,"shareType":"SH","priorValue":221583,"priorShares":814},{"issuer":"INTERNATIONAL SEAWAYS INC","titleOfClass":"COM","cusip":"Y41053102","value":147007,"shares":1919,"shareType":"SH","priorValue":139886,"priorShares":1919},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":146540,"shares":769,"shareType":"SH","priorValue":102197,"priorShares":769},{"issuer":"EQUINIX INC","titleOfClass":"COM","cusip":"29444U700","value":145935,"shares":140,"shareType":"SH","priorValue":141155,"priorShares":144},{"issuer":"AVERY DENNISON CORP","titleOfClass":"COM","cusip":"053611109","value":144344,"shares":889,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE HIGH DV ETF","cusip":"46429B663","value":143853,"shares":5248,"shareType":"SH","priorValue":141498,"priorShares":1043},{"issuer":"YUM BRANDS INC","titleOfClass":"COM","cusip":"988498101","value":138758,"shares":868,"shareType":"SH","priorValue":134957,"priorShares":868},{"issuer":"CITIGROUP INC","titleOfClass":"COM NEW","cusip":"172967424","value":138444,"shares":989,"shareType":"SH","priorValue":160268,"priorShares":1413},{"issuer":"IONQ INC","titleOfClass":"COM","cusip":"46222L108","value":137784,"shares":2587,"shareType":"SH","priorValue":74583,"priorShares":2587},{"issuer":"ACCENTURE PLC IRELAND","titleOfClass":"SHS CLASS A","cusip":"G1151C101","value":135877,"shares":1092,"shareType":"SH","priorValue":191262,"priorShares":965},{"issuer":"AMERICAN TOWER CORP","titleOfClass":"COM","cusip":"03027X100","value":134845,"shares":815,"shareType":"SH","priorValue":141387,"priorShares":819},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":133580,"shares":255,"shareType":"SH","priorValue":118021,"priorShares":254},{"issuer":"ISHARES TR","titleOfClass":"BROAD USD HIGH","cusip":"46435U853","value":132874,"shares":3589,"shareType":"SH","priorValue":129954,"priorShares":3528},{"issuer":"CASEYS GEN STORES INC","titleOfClass":"COM","cusip":"147528103","value":132844,"shares":167,"shareType":"SH","priorValue":121657,"priorShares":167},{"issuer":"SOUTHERN CO","titleOfClass":"COM","cusip":"842587107","value":132671,"shares":1386,"shareType":"SH","priorValue":133403,"priorShares":1382},{"issuer":"CEMEX SA EURO MTN BE 144A","titleOfClass":"SPON ADR NEW","cusip":"151290889","value":132156,"shares":11013,"shareType":"SH","priorValue":125989,"priorShares":11013},{"issuer":"ISHARES TR","titleOfClass":"U.S. FINLS ETF","cusip":"464287788","value":129623,"shares":1017,"shareType":"SH","priorValue":119261,"priorShares":1014},{"issuer":"UNITED RENTALS INC","titleOfClass":"COM","cusip":"911363109","value":128619,"shares":114,"shareType":"SH","priorValue":82706,"priorShares":114},{"issuer":"LOWES COS INC","titleOfClass":"COM","cusip":"548661107","value":127060,"shares":576,"shareType":"SH","priorValue":150391,"priorShares":636},{"issuer":"ANALOG DEVICES INC","titleOfClass":"COM","cusip":"032654105","value":126664,"shares":319,"shareType":"SH","priorValue":47262,"priorShares":149},{"issuer":"TAKE-TWO INTERACTIVE SOFTWAR","titleOfClass":"COM","cusip":"874054109","value":126444,"shares":506,"shareType":"SH","priorValue":91603,"priorShares":464},{"issuer":"IDEXX LABS INC","titleOfClass":"COM","cusip":"45168D104","value":125819,"shares":239,"shareType":"SH","priorValue":100578,"priorShares":179}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva 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."}