Fund HoldingsLRI Investments, LLC

Total Portfolio Value
$1.24B
Total Bought
$60.09M
Total Sold
$62.20M
Net Transaction
-$2.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD 0-3 MONTH TREASURY BILL ETF0217,176+217,176016,3821.32%+16,382
DIMENSIONAL US CORE EQUITY 1 ETF
US COR EQU 1 ETF
631,384721,936+90,55245,42253,1564.29%+7,734
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
1,379,0821,428,375+49,29343,27646,7513.78%+3,475
BITWISE CRYPTO INDUSTRY INNOVATORS ETF
CRYPTO INDUSTRY
0132,727+132,72702,6450.21%+2,645
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND491,087508,833+17,74635,04937,4303.02%+2,381
DIMENSIONAL INTERNATIONAL VALUE ETF
INTERNATNAL VAL
371,527387,669+16,14217,13519,3451.56%+2,210
DIMENSIONAL US REAL ESTATE ETF
US REAL ESTA ETF
260,677352,787+92,1106,2178,0790.65%+1,862
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
227,525247,036+19,51115,57617,2111.39%+1,635
ASSURED GUARANTY LTD COM(AGO)0296,746+296,746026,6692.15%+26,669
ALPHABET INC CAP STK CL A(GOOG)56,05256,903+8514,2825,7680.47%+1,486
ALPHABET INC CAP STK CL C(GOOG)16,88916,903+144,1135,3040.43%+1,191
RTX CORPORATION COM(RTX)77,36376,404-95912,94514,0121.13%+1,067
DIMENSIONAL US MARKETWIDE VALUE ETF
US MKTWIDE VALUE
547,891546,827-1,06424,48525,4772.06%+991
WISDOMTREE INTERNATIONAL EQUITY FUND(WT)386,546386,546025,59626,5792.15%+983
VANGUARD REAL ESTATE ETF152,780168,257+15,47713,96714,8891.20%+922
NUCOR CORP COM(NUE)33,13133,13104,4875,4040.44%+917
GE VERNOVA INC COM(GEV)1,6132,587+9749921,6910.14%+699
VANGUARD MATERIALS ETF
MATERIALS ETF
25,50028,431+2,9315,2245,9010.48%+677
APPLE INC COM(AAPL)77,50475,037-2,46719,73520,4001.65%+665
AMAZON COM INC COM(AMZN)67,19567,738+54310,17710,8220.87%+646
ISHARES MSCI ACWI ETF05,535+5,53507830.06%+783
ISHARES RUSSELL 1000 VALUE ETF06,167+6,16701,2970.10%+1,297
ISHARES BITCOIN TRUST ETF(IBIT)018,125+18,12509000.07%+900
VISTRA CORP COM(VST)03,972+3,97206410.05%+641
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
2,381,3222,333,788-47,53491,84892,3957.46%+547
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
INTL SMALL CAP V
436,602423,681-12,92115,58216,1001.30%+518
BLUEROCK PVT REAL ESTATE FD COM(BPRE)032,303+32,30304850.04%+485
DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF
DISTILLATE US
50,10057,198+7,0982,9043,3690.27%+465
DIMENSIONAL ULTRASHORT FIXED INCOME ETF
ULTR FIX INC ETF
24,26832,848+8,5801,2321,6640.13%+431
VANGUARD ENERGY ETF
ENERGY ETF
32,46135,757+3,2964,0864,5030.36%+417
ISHARES RUSSELL 1000 GROWTH ETF02,024+2,02409580.08%+958
INTUITIVE SURGICAL INC COM NEW02,239+2,23901,2680.10%+1,268
BROADCOM INC COM(AVGO)18,38018,552+1726,0646,4210.52%+357
CATERPILLAR INC COM(CAT)3,9673,913-541,8932,2420.18%+349
TESLA INC COM(TSLA)3,9834,697+7141,7712,1120.17%+341
PALANTIR TECHNOLOGIES INC CL A(PLTR)5,1147,046+1,9329331,2520.10%+319
TORONTO DOMINION BK ONT COM NEW(TD)23,66523,400-2651,8922,2040.18%+312
WISDOMTREE U.S. LARGECAP DIVIDEND FUND(WT)334,596334,036-56029,12029,4222.38%+302
JOHNSON & JOHNSON COM(JNJ)14,16514,071-942,6262,9120.24%+286
APPLOVIN CORP COM CL A(APP)1,0811,571+4907771,0580.09%+281
NETFLIX INC. COM(NFLX)011,833+11,83301,1090.09%+1,109
ISHARES FUTURE AI & TECH ETF
FUTU AI TECH ETF
089,594+89,59404,3170.35%+4,317
AVANTIS U.S. EQUITY ETF80,88480,88408,7929,0410.73%+249
MERCK & CO INC COM(MRK)13,75113,242-5091,1541,3940.11%+240
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
010,845+10,84502,9100.24%+2,910
WELLS FARGO & CO COM(WFC)26,28426,088-1962,2032,4310.20%+228
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)2,9473,424+4778231,0400.08%+217
ELI LILLY & CO COM(LLY)2,5942,040-5541,9792,1930.18%+214
GENERAL MTRS CO COM(GM)12,41711,742-6757579550.08%+198
TOTALENERGIES SE ACT(TTE)02,978+2,97801940.02%+194
CITIGROUP INC COM NEW(C)17,53616,875-6611,7801,9690.16%+189
CLOUDFLARE INC CL A COM(NET)01,375+1,37502710.02%+271
COCA COLA CO COM(KO)051,375+51,37503,5920.29%+3,592
WALMART INC COM(WMT)024,032+24,03202,6770.22%+2,677
JPMORGAN CHASE & CO. COM(JPM)39,92140,065+1445,3665,5270.45%+161
ISHARES GLOBAL 100 ETF01,263+1,26301600.01%+160
ELEVANCE HEALTH INC FORMERLY A COM(ELV)01,999+1,99907010.06%+701
VANGUARD TOTAL STOCK MARKET ETF14,16414,323+1594,6484,8020.39%+154
BARRICK MNG CORP COM SHS(B)04,579+4,57901990.02%+199
AVANTIS U.S. LARGE CAP VALUE ETF42,37542,37503,0623,2110.26%+149
APPLIED MATLS INC COM01,099+1,09902830.02%+283
ISHARES TRUST ISHARES USD GREEN BOND ETF
USD GRN BOND ETF
06,076+6,07602910.02%+291
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
MORNSTAR UPSTR
26,85328,687+1,8341,1761,3150.11%+140
VANGUARD S&P 500 ETF6,2696,344+753,8393,9780.32%+140
PROLOGIS INC. COM(PLD)10,31110,31101,1811,3160.11%+135
CISCO SYS INC COM(CSCO)015,727+15,72701,2110.10%+1,211
LANTHEUS HLDGS INC COM(LNTH)01,982+1,98201320.01%+132
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF02,105+2,10503130.03%+313
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)9,6999,663-366,4616,5900.53%+129
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
HEDG EQU LAD ETF
01,899+1,89901260.01%+126
BRISTOL-MYERS SQUIBB CO COM(BMY)04,313+4,31302330.02%+233
SKYWARD SPECIALTY INS GROUP IN COM(SKWD)03,308+3,30801690.01%+169
NU HLDGS LTD ORD SHS CL A(NU)033,209+33,20905560.04%+556
SALESFORCE INC COM(CRM)024,893+24,89304470.04%+447
PAYCOM SOFTWARE INC COM(PAYC)0722+72201150.01%+115
LANDSTAR SYS INC COM(LSTR)0912+91201310.01%+131
CORNING INC COM(GLW)17,27917,448+1691,4171,5280.12%+110
NVIDIA CORPORATION COM(NVDA)69,70070,298+59813,00513,1111.06%+106
FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND
M STAR DEV MKT
26,43626,43602,3462,4510.20%+106
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
817837+207918950.07%+104
DANAHER CORPORATION COM(DHR)03,625+3,62508300.07%+830
BANK AMERICA CORP COM40,41239,770-6422,0852,1870.18%+103
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF19,17419,17401,7071,8020.15%+95
NEWMONT CORP COM(NEM)5,6615,697+364775690.05%+92
KEURIG DR PEPPER INC COM(KDP)03,213+3,2130900.01%+90
US TREASURY 3 MONTH BILL ETF
F/M US TREASURY
01,801+1,8010900.01%+90
TRAVELERS COMPANIES INC COM(TRV)06,331+6,33101,8360.15%+1,836
QNITY ELECTRONICS INC COMMON STOCK(Q)01,068+1,0680870.01%+87
ANALOG DEVICES INC COM(ADI)03,659+3,65909920.08%+992
SPDR GOLD SHARES(GLD)02,115+2,11508380.07%+838
ADVANCED MICRO DEVICES INC COM(AMD)024,244+24,24404190.03%+419
PERMIAN RESOURCES CORP CLASS A COM(PR)05,812+5,8120820.01%+82
AERCAP HOLDINGS NV SHS(AER)0728+72801050.01%+105
ROCKWELL AUTOMATION INC COM(ROK)02,006+2,00607810.06%+781
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF20,90820,90801,4101,4890.12%+79
INSPERITY INC COM(NSP)02,786+2,78601080.01%+108
ISHARES RUSSELL MIDCAP ETF02,260+2,26002180.02%+218
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF012,201+12,20105240.04%+524
MADISON SQUARE GRDN SPRT CORP CL A(MSGS)0285+2850740.01%+74
COOPER COS INC COM(COO)01,252+1,25201030.01%+103
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