Fund HoldingsLRI Investments, LLC

Total Portfolio Value
$1.18B
Total Bought
$76.29M
Total Sold
$92.10M
Net Transaction
-$15.81M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ARES MANAGEMENT CORPORATION CL A COM STK(ARES)02,347,722+2,347,7220406,62534.54%+406,625
DIMENSIONAL US CORE EQUITY 1 ETF
US COR EQU 1 ETF
125,771407,930+282,1597,71427,2702.32%+19,557
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,100,5271,252,551+152,02428,83436,7873.13%+7,954
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
02,397,655+2,397,655085,9327.30%+85,932
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND440,358467,099+26,74126,71231,3982.67%+4,686
NVIDIA CORPORATION COM(NVDA)070,692+70,692011,1690.95%+11,169
MICROSOFT CORP COM(MSFT)055,188+55,188014,3681.22%+14,368
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
893,680902,412+8,73227,91031,1962.65%+3,287
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
54,073148,232+94,1591,2853,4780.30%+2,192
WISDOMTREE INTERNATIONAL EQUITY FUND(WT)389,546386,546-3,00022,65424,5692.09%+1,915
BROADCOM INC COM(AVGO)018,984+18,98405,2330.44%+5,233
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND(WT)202,350200,354-1,99613,35615,0491.28%+1,693
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
445,081439,644-5,43712,96114,4691.23%+1,508
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
363,521367,859+4,33814,30815,7551.34%+1,447
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
530,110549,843+19,73321,84623,2471.97%+1,402
RTX CORPORATION COM(RTX)77,31178,064+75310,24111,3990.97%+1,158
META PLATFORMS INC CL A(META)33,82933,775-544,1995,3300.45%+1,131
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
224,275227,424+3,14913,40014,4891.23%+1,089
AMAZON COM INC COM(AMZN)066,526+66,526010,0220.85%+10,022
ISHARES FUTURE AI & TECH ETF
FUTU AI TECH ETF
94,11597,797+3,6822,9604,0100.34%+1,050
JPMORGAN CHASE & CO. COM(JPM)40,50340,608+1054,3215,1330.44%+812
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)337,618335,693-1,92526,79727,5742.34%+777
CAPITAL GROUP DIVIDEND GROWERS ETF
SHS ETF
022,000+22,00007400.06%+740
GE VERNOVA INC COM(GEV)01,546+1,54608180.07%+818
ALPHABET INC CAP STK CL C(GOOG)017,020+17,02003,0190.26%+3,019
TR ACTIVEBETA US LARGE CAP EQUITY ETF04,853+4,85305890.05%+589
CARRIER GLOBAL CORPORATION COM(CARR)057,372+57,37204,1990.36%+4,199
VANGUARD TOTAL STOCK MARKET ETF13,82514,159+3343,8004,3030.37%+504
SPDR S&P 500 ETF TRUST(SPY)09,589+9,58905,9250.50%+5,925
VANGUARD MATERIALS ETF
MATERIALS ETF
22,12923,783+1,6544,1784,6340.39%+455
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND(WT)1,7336,879+5,1461385760.05%+438
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF010,928+10,92804330.04%+433
MERCADOLIBRE INC COM(MELI)567586+191,1061,5310.13%+424
CAPITAL ONE FINL CORP COM(COF)03,866+3,86608230.07%+823
UBER TECHNOLOGIES INC COM(UBER)7,40010,255+2,8555399570.08%+418
TESLA INC COM(TSLA)03,756+3,75601,1930.10%+1,193
BITWISE CRYPTO INDUSTRY INNOVATORS ETF020,900+20,90004120.04%+412
ISHARES U.S. TECHNOLOGY ETF12,46512,46501,7512,1600.18%+409
SERVICENOW INC COM(NOW)01,172+1,17201,2050.10%+1,205
AVANTIS U.S. EQUITY ETF83,85880,884-2,9747,7478,1550.69%+408
ORACLE CORP COM(ORCL)05,223+5,22301,1420.10%+1,142
GOLDMAN SACHS GROUP INC COM(GS)01,583+1,58301,1210.10%+1,121
VANGUARD S&P 500 ETF06,242+6,24203,5450.30%+3,545
WALMART INC COM(WMT)026,435+26,43502,5850.22%+2,585
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)02,793+2,79306330.05%+633
NUCOR CORP COM(NUE)33,78133,78104,0654,3760.37%+311
TORONTO DOMINION BK ONT COM NEW(TD)22,96122,96101,3761,6860.14%+310
ISHARES CORE S&P 500 ETF0564+56403500.03%+350
ALPHABET INC CAP STK CL A(GOOG)053,221+53,22102,6160.22%+2,616
SNOWFLAKE INC COM SHS(SNOW)01,402+1,40203140.03%+314
DIMENSIONAL U.S. EQUITY MARKET ETF
US EQUI MARK ETF
040,882+40,88202,7400.23%+2,740
INTUITIVE SURGICAL INC COM NEW01,610+1,61008750.07%+875
ISHARES MORNINGSTAR MID-CAP GROWTH ETF029,730+29,73002,3850.20%+2,385
ISHARES GOLD TRUST(IAU)2,7016,548+3,8471594080.03%+249
NU HLDGS LTD ORD SHS CL A(NU)027,619+27,61903790.03%+379
SHOPIFY INC CL A SUB VTG SHS(SHOP)03,016+3,01603480.03%+348
DEXCOM INC COM(DXCM)010,890+10,89002780.02%+278
JPMORGAN ACTIVE VALUE ETF
ACTIVE VALUE ETF
18,35021,350+3,0001,1661,3980.12%+232
BANK AMERICA CORP COM035,139+35,13901,6630.14%+1,663
FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND
M STAR DEV MKT
26,43626,43601,9782,2060.19%+229
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
027,900+27,90001,5180.13%+1,518
VANGUARD GROWTH ETF03,319+3,31901,4550.12%+1,455
PHILIP MORRIS INTL INC COM(PM)7,8348,044+2101,2441,4650.12%+222
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
ARTIFICIAL ETF
23,09024,290+1,2008401,0610.09%+221
CATERPILLAR INC COM(CAT)03,831+3,83101,4870.13%+1,487
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF046,497+46,49702,3140.20%+2,314
NEXTERA ENERGY INC COM(NEE)010,121+10,12107030.06%+703
DELL TECHNOLOGIES INC CL C(DELL)04,781+4,78105860.05%+586
NETFLIX INC COM(NFLX)0906+90601,2140.10%+1,214
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
053,001+53,00102,2450.19%+2,245
L3HARRIS TECHNOLOGIES INC COM(LHX)018,318+18,31804000.03%+400
SILICON MOTION TECHNOLOGY CORP SPONSORED ADR(SIMO)02,814+2,81402120.02%+212
APPLOVIN CORP COM CL A(APP)0802+80202810.02%+281
VANGUARD TOTAL INTERNATIONAL STOCK ETF20,17920,843+6641,2531,4400.12%+187
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF19,33119,33101,3481,5330.13%+184
EATON CORP PLC SHS(ETN)02,143+2,14307650.06%+765
ISHARES IBONDS 2025 TERM HIGH YIELD & INCOME ETF5,51713,209+7,6921283070.03%+179
ISHARES RUSSELL 2000 ETF2,2902,942+6524576350.05%+178
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
0846+84602360.02%+236
HONEYWELL INTL INC COM(HON)07,954+7,95401,8520.16%+1,852
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
US INFR DEV ETF
28,65728,65701,0811,2490.11%+168
CROWDSTRIKE HLDGS INC CL A(CRWD)753849+962654320.04%+167
AXCELIS TECHNOLOGIES INC COM NEW02,585+2,58501800.02%+180
SCHWAB CHARLES CORP COM(SCHW)03,708+3,70803380.03%+338
ROCKWELL AUTOMATION INC COM(ROK)02,026+2,02606730.06%+673
SEA LTD SPONSORD ADS(SE)8721,621+7491142590.02%+146
HUBBELL INC COM(HUBB)0381+38101560.01%+156
AVANTIS EMERGING MARKETS EQUITY ETF17,18617,18601,0341,1780.10%+144
INTERNATIONAL BUSINESS MACHS COM(IBM)04,232+4,23201,2480.11%+1,248
WELLS FARGO CO NEW COM(WFC)07,656+7,65606130.05%+613
ANALOG DEVICES INC COM(ADI)03,630+3,63008640.07%+864
UL SOLUTIONS INC CLASS A COM SHS(ULS)01,752+1,75201280.01%+128
AVANTIS U.S. LARGE CAP VALUE ETF42,37542,37502,7632,8900.25%+127
VANGUARD ESG INTERNATIONAL STOCK ETF19,19219,19201,1321,2570.11%+125
M & T BK CORP COM(MTB)011,443+11,44302,2200.19%+2,220
CITIGROUP INC COM NEW(C)08,660+8,66007370.06%+737
EMERSON ELEC CO COM(EMR)05,159+5,15906880.06%+688
BOOKING HOLDINGS INC COM(BKNG)99100+14585780.05%+121
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF6,3076,30707298480.07%+119
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF20,90820,90801,1851,3010.11%+116
Page 1 of 1