Fund HoldingsLRI Investments, LLC

Total Portfolio Value
$1.24B
Total Bought
$104.59M
Total Sold
$76.22M
Net Transaction
+$28.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DIMENSIONAL US CORE EQUITY 1 ETF
US COR EQU 1 ETF
989,4771,071,907+82,43071,32287,8757.07%+16,553
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,573,4581,783,165+209,70753,45065,6925.28%+12,241
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
02,298,403+2,298,4030101,9578.20%+101,957
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND515,285525,305+10,02038,69843,9943.54%+5,296
EXXONMOBIL HOLDINGS CORP COM SHS032,626+32,62604,4610.36%+4,461
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)02,335,268+2,335,2680230,93618.57%+230,936
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
544,342542,430-1,91226,37929,8392.40%+3,460
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
252,204251,896-30817,93920,7411.67%+2,802
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
462,365518,972+56,60710,93513,5761.09%+2,641
CORNING INC COM(GLW)16,52017,492+9722,2464,4680.36%+2,222
APPLE INC COM(AAPL)068,905+68,905019,9381.60%+19,938
NVIDIA CORPORATION COM(NVDA)072,730+72,730014,5531.17%+14,553
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)332,836330,573-2,26329,73231,8412.56%+2,109
AMAZON COM INC COM(AMZN)068,711+68,711011,4060.92%+11,406
MICRON TECHNOLOGY INC COM(MU)1,7492,190+4415912,5280.20%+1,937
ALPHABET INC CAP STK CL C(GOOG)014,232+14,23205,0280.40%+5,028
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF018,648+18,64801,6900.14%+1,690
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
844,333837,560-6,77332,89534,5492.78%+1,654
ADVANCED MICRO DEVICES INC COM(AMD)24,90325,820+9175332,0130.16%+1,480
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
CRYPTO INDUSTRY
164,216184,782+20,5663,0974,5270.36%+1,430
INTEL CORP COM(INTC)14,55614,650+946422,0460.16%+1,403
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
GLOBAL INFRASCTR
030,001+30,00101,3490.11%+1,349
AVANTIS U.S. EQUITY ETF079,583+79,583010,1930.82%+10,193
SPACE EXPLORATION TECHN CORP CLASS A COM STK07,685+7,68501,3130.11%+1,313
CATERPILLAR INC COM(CAT)3,9483,857-912,7974,1080.33%+1,311
WISDOMTREE INTERNATIONAL EQUITY FUND(WT)386,546386,413-13327,01628,2912.27%+1,275
VANGUARD REAL ESTATE ETF0163,496+163,496015,7661.27%+15,766
SANDISK CORP COM(SNDK)0498+49801,1330.09%+1,133
CARRIER GLOBAL CORPORATION COM(CARR)055,928+55,92804,1020.33%+4,102
ISHARES FUTURE AI & TECH ETF
FUTU AI TECH ETF
070,872+70,87205,3980.43%+5,398
STATE STREET SPDR S&P 500 ETF(SPY)09,725+9,72507,2620.58%+7,262
ISHARES U.S. TECHNOLOGY ETF012,465+12,46503,1440.25%+3,144
TESLA INC COM(TSLA)05,963+5,96302,5080.20%+2,508
ELI LILLY & CO COM(LLY)2,9882,982-62,7493,5770.29%+828
WESTERN DIGITAL CORP COM(WDC)1,6111,923+3124361,2280.10%+793
VANGUARD TOTAL STOCK MARKET ETF15,82815,832+45,0785,8590.47%+781
JPMORGAN CHASE & CO COM(JPM)037,791+37,79104,8700.39%+4,870
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
ULTR FIX INC ETF
39,25453,750+14,4961,9912,7290.22%+739
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
PREFERRED SECURT
040,000+40,00007140.06%+714
MARVELL TECHNOLOGY INC COM(MRVL)03,280+3,28009770.08%+977
ALPHABET INC CAP STK CL A(GOOG)054,044+54,04405,5590.45%+5,559
DELL TECHNOLOGIES INC CL C(DELL)02,285+2,28509860.08%+986
TORONTO DOMINION BK ONT COM NEW(TD)023,632+23,63202,8700.23%+2,870
CISCO SYS INC COM(CSCO)016,476+16,47601,9350.16%+1,935
TEXAS INSTRS INC COM(TXN)5,1565,509+3531,0011,6420.13%+641
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
012,638+12,63806400.05%+640
BROADCOM INC COM(AVGO)011,068+11,06804,1810.34%+4,181
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)4,1074,146+391,3881,9800.16%+592
PALO ALTO NETWORKS INC COM(PANW)03,108+3,10801,0600.09%+1,060
ISHARES MORNINGSTAR MID-CAP GROWTH ETF029,730+29,73002,9220.23%+2,922
APPLIED MATLS INC COM1,8051,650-1556171,1930.10%+576
VANGUARD S&P 500 ETF7,7687,592-1764,6425,2140.42%+573
HONEYWELL INTL INC COM02,555+2,55505720.05%+572
HONEYWELL AEROSPACE INC COM02,555+2,55505650.05%+565
MICROSOFT CORP COM(MSFT)053,986+53,986010,3330.83%+10,333
CITIGROUP INC COM NEW(C)018,038+18,03802,5250.20%+2,525
LAM RESEARCH CORP COM NEW(LRCX)2,4462,355-915231,0210.08%+498
NEBIUS GROUP N.V. SHS CLASS A(NBIS)3,3443,027-3173478360.07%+489
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF045,400+45,40002,9760.24%+2,976
M & T BK CORP COM(MTB)015,264+15,26403,6330.29%+3,633
AVANTIS U.S. LARGE CAP VALUE ETF42,37542,37503,4163,8650.31%+449
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
039,851+39,85103,2650.26%+3,265
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND(WT)0193,131+193,131016,1821.30%+16,182
ANALOG DEVICES INC COM(ADI)4,2254,408+1831,3441,7510.14%+407
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
386,221384,826-1,39520,38520,7881.67%+404
CVS HEALTH CORP COM(CVS)012,441+12,44101,2870.10%+1,287
UNITEDHEALTH GROUP INC COM(UNH)019,360+19,36001,1190.09%+1,119
ROCKWELL AUTOMATION INC COM(ROK)02,211+2,21101,0950.09%+1,095
QXO INC COM NEW(QXO)023,118+23,11803990.03%+399
COCA COLA CO COM(KO)48,63449,997+1,3633,6994,0630.33%+365
DIMENSIONAL US LARGE CAP VALUE ETF
US LARG VALU ETF
0157,462+157,46206,2260.50%+6,226
BANK OF AMER CORP COM041,153+41,15302,3450.19%+2,345
TALEN ENERGY CORP COM(TLN)01,001+1,00103840.03%+384
PHILIP MORRIS INTL INC COM(PM)08,210+8,21001,4850.12%+1,485
ISHARES SEMICONDUCTOR ETF01,068+1,06806840.06%+684
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
911765-1461,2031,5220.12%+319
ELEVANCE HEALTH INC FORMERLY A COM(ELV)02,270+2,27008780.07%+878
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
ORD SHS
393485+921544680.04%+314
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
050,010+50,01002,5850.21%+2,585
NATERA INC COM(NTRA)01,596+1,59604330.03%+433
ASTERA LABS INC COM(ALAB)0656+65603170.03%+317
SEA LTD SPONSORD ADS(SE)03,266+3,26603130.03%+313
DEERE & CO COM(DE)2,1772,390+2131,2261,5160.12%+290
HOWMET AEROSPACE INC COM(HWM)01,445+1,44503890.03%+389
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
016,738+16,73801,0980.09%+1,098
BP PLC SPONSORED ADR(BP)09,348+9,34803450.03%+345
AVANTIS EMERGING MARKETS EQUITY ETF017,186+17,18601,6580.13%+1,658
SILVERCORP METALS INC COM(SVM)027,000+27,00002730.02%+273
FRANKLIN RESOURCES INC COM(BEN)08,078+8,07802690.02%+269
KRAFT HEINZ CO COM(KHC)015,986+15,98603780.03%+378
NUCOR CORP COM(NUE)33,13126,341-6,7905,6025,8670.47%+265
DELTA AIR LINES INC COM NEW(DAL)06,194+6,19405800.05%+580
GE AEROSPACE COM NEW(GE)02,550+2,55009530.08%+953
UNITED PARCEL SVCS INC CL B(UPS)03,373+3,37303630.03%+363
ABBVIE INC COM(ABBV)011,289+11,28902,8410.23%+2,841
VANGUARD GROWTH ETF019,056+19,05601,6420.13%+1,642
ATLANTICUS HOLDINGS CORP COM(ATLC)02,500+2,50002560.02%+256
TRAVELERS COMPANIES INC COM(TRV)06,554+6,55402,1640.17%+2,164
GOLDMAN SACHS GROUP INC COM(GS)01,275+1,27501,2890.10%+1,289
UNION PAC CORP COM(UNP)3,2653,774+5097921,0260.08%+234
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