Fund HoldingsUSA FINANCIAL FORMULAS

Total Portfolio Value
$585.95M
Total Bought
$319.72M
Total Sold
$339.86M
Net Transaction
-$20.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
iShares MSCI Emerging Markets ETF01,406,662+1,406,662067,85711.58%+67,857
iShares MSCI EAFE ETF2,648758,763+756,11521667,82611.58%+67,609
Invesco QQQ Trust ETF10,909114,628+103,7195,11563,23310.79%+58,118
BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm(GSG)01,009,519+1,009,519022,2503.80%+22,250
iShares iBoxx USD High Yield Corp Bond ETF0104,684+104,68408,4431.44%+8,443
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
ALLIANZIM US EQ
0174,494+174,49405,5860.95%+5,586
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
ALLIANZIM US EQT
0165,423+165,42305,4770.93%+5,477
iShares iBoxx USD Inv Grade Corp Bond ETF0347,983+347,983038,1426.51%+38,142
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Real Est044,386+44,38604,2060.72%+4,206
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm0122,001+122,00103,6330.62%+3,633
iShares U.S. Consumer Services ETF035,895+35,89503,5770.61%+3,577
iShares U.S. Financials ETF029,559+29,55903,5760.61%+3,576
iShares U.S. Technology ETF020,429+20,42903,5400.60%+3,540
American Electric Power Company Inc.029,331+29,33103,0430.52%+3,043
AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF
ALLIANZIM US EQU
0101,212+101,21202,8220.48%+2,822
AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
ALLIANZIM EQ BUF
0102,360+102,36002,8190.48%+2,819
ALLIANZIM US BUFFERED 15 UNCAPPED JAN
ALLIANZIM US EQU
0107,367+107,36702,7950.48%+2,795
ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF
ALLIANZIM US EQT
0105,943+105,94302,7830.47%+2,783
Monster Beverage Corp.(MNST)044,368+44,36802,7790.47%+2,779
Verisk Analytics Inc(VRSK)4,7219,493+4,7721,4052,9570.50%+1,552
CVS Health Corp(CVS)020,718+20,71801,4290.24%+1,429
Edwards Lifesciences Corp017,034+17,03401,3320.23%+1,332
Duke Energy Corp.(DUK)010,302+10,30201,2160.21%+1,216
Johnson Controls International plc - Registered Shares
SHS
2,93113,689+10,7582351,4460.25%+1,211
RTX Corp(RTX)5,33712,952+7,6157071,8910.32%+1,184
BlackRock Institutional Trust Company N.A. - BTC iShares Europe ETF017,147+17,14701,0850.19%+1,085
Waste Management, Inc.(WM)1,2945,973+4,6793001,3670.23%+1,067
Exelon Corp.(EXC)32,82158,460+25,6391,5122,5380.43%+1,026
iShares Trust - iShare Inc iShares ESG Aware MSCI EM ETF
ESG AWR MSCI EM
025,371+25,37109940.17%+994
SPDR Series Trust - SPDR Bloomberg Barclays Emerging Markets Local Bon
SST SPDR BLOOMBE
045,692+45,69209780.17%+978
EQT Corp(EQT)016,483+16,48309610.16%+961
BlackRock Institutional Trust Company N.A. - BTC iShares MSCI Canada E020,636+20,63609530.16%+953
Vanguard Short-Term TIPS ETF018,782+18,78209440.16%+944
Vanguard Short-Term Bond ETF011,975+11,97509420.16%+942
Vanguard International High Dividend Yield ETF011,738+11,73809400.16%+940
iShares Trust - iShares Core MSCI International Developed Markets ETF
CORE MSCI INTL
012,297+12,29709350.16%+935
CMS Energy Corporation(CMS)013,218+13,21809160.16%+916
DTE Energy Co.(DTB)06,888+6,88809120.16%+912
NRG Energy Inc.(NRG)05,633+5,63309050.15%+905
Centerpoint Energy Inc.(CNP)024,525+24,52509010.15%+901
Charles Schwab Corp.(SCHW)09,864+9,86409000.15%+900
Travelers Companies Inc.(TRV)03,243+3,24308680.15%+868
W.R. Berkley Corp.011,440+11,44008400.14%+840
Deere & Co.(DE)01,600+1,60008140.14%+814
Quest Diagnostics, Inc.(DGX)03,855+3,85506920.12%+692
Southern Company(SO)07,403+7,40306800.12%+680
Intercontinental Exchange Inc(ICE)03,640+3,64006680.11%+668
Mosaic Company(MOS)018,257+18,25706660.11%+666
Ventas Inc(VTR)010,434+10,43406590.11%+659
Rollins, Inc.(ROL)011,431+11,43106450.11%+645
Republic Services, Inc.(RSG)2,3534,885+2,5325701,2050.21%+635
Gilead Sciences, Inc.(GILD)24,31830,176+5,8582,7253,3460.57%+621
OSI ETF Trust - OwShares U.S. Quality Dividend ETF
OSHARES US QUALT
09,934+9,93405360.09%+536
Cisco Systems, Inc.(CSCO)43,52045,834+2,3142,6863,1800.54%+494
Mastercard Incorporated - Ordinary Shares - Class A(MA)3,4584,152+6941,8952,3330.40%+438
Berkshire Hathaway Inc. - Ordinary Shares - Class B01,247+1,24706060.10%+606
Evergy Inc(EVRG)5,28410,499+5,2153647240.12%+359
SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
ST STR BLO 1 ETF
0252,044+252,044023,1203.95%+23,120
Atmos Energy Corp.(ATO)07,329+7,32901,1290.19%+1,129
OSI ETF Trust - O`Shares Global Internet Giants ETF
OSHS GBL INTER
05,128+5,12802750.05%+275
Royal Gold, Inc.(RGLD)01,524+1,52402710.05%+271
OSI ETF Trust - OShares Europe Quality Dividend ETF
O SHARES INTL D
08,247+8,24702690.05%+269
LPL Financial Holdings Inc(LPLA)0716+71602680.05%+268
WEC Energy Group Inc(WEC)02,569+2,56902680.05%+268
Grand Canyon Education Inc(LOPE)01,408+1,40802660.05%+266
Unilever plc - ADR(UL)04,326+4,32602650.05%+265
OSI ETF Trust - OShares U.S. Small-Cap Quality Dividend ETF
OSHARES US SMLCP
06,079+6,07902630.04%+263
Axis Capital Holdings Ltd
SHS
02,488+2,48802580.04%+258
Encompass Health Corp(EHC)02,103+2,10302580.04%+258
Waste Connections Inc(WCN)01,857+1,85703470.06%+347
S&P Global Inc(SPGI)0475+47502500.04%+250
Carvana Co. - Ordinary Shares - Class A(CVNA)0737+73702480.04%+248
Allstate Corp (The)(ALL)01,227+1,22702470.04%+247
MSCI Inc(MSCI)0426+42602460.04%+246
Microsoft Corporation(MSFT)0484+48402410.04%+241
VICI Properties Inc(VICI)07,374+7,37402400.04%+240
BJ`s Wholesale Club Holdings Inc(BJ)02,203+2,20302380.04%+238
Virtu Financial Inc - Ordinary Shares - Class A(VIRT)05,778+5,77802590.04%+259
Okta Inc - Ordinary Shares - Class A(OKTA)02,072+2,07202070.04%+207
Veeva Systems Inc - Ordinary Shares - Class A(VEEV)0669+66901930.03%+193
Idacorp, Inc.(IDA)01,644+1,64401900.03%+190
W.W. Grainger Inc.(GWW)0341+34103550.06%+355
Albertsons Companies Inc - Ordinary Shares - Class A08,771+8,77101890.03%+189
Hanover Insurance Group Inc(THG)01,081+1,08101840.03%+184
General Dynamics Corp.(GD)0598+59801740.03%+174
Dover Corp.(DOV)0912+91201670.03%+167
Nordson Corp.(NDSN)0752+75201610.03%+161
iShares MSCI Japan ETF
MSCI JAPAN ETF
01,969+1,96901480.03%+148
NIAGEN BIOSCIENCE INC010,106+10,10601460.02%+146
Howmet Aerospace Inc(HWM)05,260+5,26009790.17%+979
National Vision Holdings Inc(EYE)05,578+5,57801280.02%+128
Red Violet Inc(RDVT)02,467+2,46701210.02%+121
Urban Outfitters, Inc.(URBN)01,608+1,60801170.02%+117
Lincoln Educational Services Corp(LINC)04,948+4,94801140.02%+114
Vanguard Communication Services ETF
COMM SRVC ETF
02,513+2,51304300.07%+430
Kroger Co.(KR)12,86013,506+6468709690.17%+98
Technology Select Sector SPDR
ST STR TECHN ETF
01,693+1,69304290.07%+429
Dominion Energy Inc(D)01,608+1,6080910.02%+91
Consumer Discretionary Select Sector SPDR
ST STR DISCR ETF
01,892+1,89204110.07%+411
Brinker International, Inc.(EAT)0493+4930890.02%+89
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