Fund HoldingsLynx Investment Advisory

Total Portfolio Value
$209.24M
Total Bought
$40.64M
Total Sold
$11.67M
Net Transaction
+$28.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD DIVIDEND APPRECIATION ETF013,550+13,55002,9141.39%+2,914
ISHARES INTL DIVIDEND GROWTH ETF
INTL DIV GRWTH
75,30797,213+21,9066,2338,1433.89%+1,910
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
124,309145,458+21,1499,32910,9375.23%+1,608
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
064,651+64,65106,8543.28%+6,854
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF069,783+69,78303,4621.65%+3,462
ISHARES CORE S&P MID-CAP ETF0115,326+115,32607,7883.72%+7,788
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
IBOXX 3R TARGT
087,199+87,19902,1141.01%+2,114
SCHWAB U.S. LARGE-CAP ETF46,21795,321+49,1041,2442,4441.17%+1,200
VANGUARD HIGH DIVIDEND YIELD INDEX ETF11,29118,824+7,5331,6212,7881.33%+1,167
SPDR GOLD SHARES ETF(GLD)15,39816,811+1,4136,1027,2343.46%+1,131
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
0115,990+115,99002,2261.06%+2,226
SPDR S&P 500 ETF(SPY)5,1086,669+1,5613,4834,3372.07%+854
VANGUARD FTSE DEV MKTS ETF (VEA)36,62448,787+12,1632,2883,1261.49%+838
VANGUARD CORE BOND ETF33,94844,826+10,8782,6443,4691.66%+824
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
148,721166,564+17,8435,6686,4893.10%+822
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
IBOXX 5YR TRGT
032,985+32,98507950.38%+795
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)69,65072,228+2,5785,9466,6953.20%+749
EASTMAN CHEM CO COM(EMN)07,684+7,68405860.28%+586
INVESCO AEROSPACE & DEFENSE ETF
AEROSPACE DEFN
2,6655,783+3,1184179580.46%+541
VANGUARD SMALL-CAP ETF02,024+2,02405300.25%+530
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
029,620+29,62001,8150.87%+1,815
VERIZON COMMUNICATIONS INC COM(VZ)026,036+26,03601,3070.62%+1,307
APA CORPORATION COM(APA)022,510+22,51009550.46%+955
VANGUARD TOTAL STOCK MKT ETF (VTI)01,433+1,43304600.22%+460
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
029,261+29,26109910.47%+991
STATE STREET SPDR S&P DIVIDEND ETF
ST STR SP DIV
02,780+2,78004060.19%+406
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF02,650+2,65003860.18%+386
DIMENSIONAL U.S. SMALL CAP ETF
US SMALL CAP ETF
09,388+9,38806680.32%+668
COMCAST CORP NEW CL A(CCZ)013,125+13,12503770.18%+377
VANGUARD ST BOND ETF (BSV)04,774+4,77403740.18%+374
HP INC COM(HPQ)019,034+19,03403660.17%+366
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
04,370+4,37003620.17%+362
DIMENSIONAL US HIGH PROFITABILITY ETF
US HIGH PROF ETF
09,682+9,68203560.17%+356
LINCOLN NATL CORP IND COM(LNC)010,021+10,02103560.17%+356
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
09,346+9,34606520.31%+652
BRISTOL-MYERS SQUIBB CO COM(BMY)05,473+5,47303320.16%+332
VANGUARD TOTAL BOND MARKET ETF18,02422,589+4,5651,3351,6630.79%+328
VANGUARD VALUE ETF1,5253,151+1,6262916180.30%+327
VANGUARD MID-CAP ETF01,114+1,11403200.15%+320
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
WORLD EX US CORE
24,44232,643+8,2018001,1090.53%+309
PFIZER INC COM(PFE)054,291+54,29101,5240.73%+1,524
ISHARES NATIONAL MUNI BOND ETF2,0644,933+2,8692215240.25%+303
PRUDENTIAL FINL INC COM(PFH)03,030+3,03002960.14%+296
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF011,773+11,77302860.14%+286
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
062,763+62,76303,7171.78%+3,717
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
3,1726,228+3,0562845640.27%+280
VANGUARD SMALL CAP VALUE ETF01,276+1,27602770.13%+277
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF06,058+6,05802690.13%+269
VANGUARD ST CORP BOND ETF (VCSH)
SHRT TRM CORP BD
03,315+3,31502630.13%+263
APPLIED MATLS INC COM0755+75502580.12%+258
VANGUARD UTILITIES ETF
UTILITIES ETF
01,300+1,30002580.12%+258
CHEVRON CORPORATION COM(CVX)04,485+4,48509280.44%+928
WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND(WT)08,944+8,94406420.31%+642
PGIM AAA CLO ETF
AAA CLO ETF
04,682+4,68202400.11%+240
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
INTL HIGH PROFIT
07,222+7,22202330.11%+233
PUTNAM FOCUSED LARGE CAP VALUE ETF04,621+4,62102140.10%+214
CORNING INC COM(GLW)01,572+1,57202140.10%+214
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND02,842+2,84202130.10%+213
ISHARES TIPS BOND ETF04,596+4,59605070.24%+507
VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
JP MRGAN EM LOC
08,055+8,05502020.10%+202
VANGUARD REAL ESTATE ETF02,280+2,28002020.10%+202
PEPSICO INC COM(PEP)01,297+1,29702010.10%+201
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF02,413+2,41302010.10%+201
ISHARES U.S. BASIC MATERIALS ETF01,141+1,14102010.10%+201
ISHARES GLOBAL ENERGY ETF12,24912,24905147060.34%+192
CHORD ENERGY CORPORATION COM NEW(CHRD)03,050+3,05004340.21%+434
VANGUARD TAX-EXEMPT BOND ETF012,366+12,36606170.29%+617
STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF
ST STR NAT ETF
012,062+12,06209010.43%+901
VANGUARD FTSE EMRG MKTS ETF (VWO)16,12118,832+2,7118671,0180.49%+151
ISHARES U.S. PHARMACEUTICALS ETF5,2446,867+1,6234455950.28%+150
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
CORE MSCI INTL
05,995+5,99505010.24%+501
CATERPILLAR INC COM(CAT)1,1041,101-36327800.37%+147
OGE ENERGY CORP COM(OGE)024,103+24,10301,1560.55%+1,156
EDISON INTL COM(EIX)9,2169,518+3025536970.33%+143
GENERAL MILLS INC COM(GIS)5,95211,280+5,3282774200.20%+143
PNC FINL SVCS GROUP INC COM(PNC)2,8383,460+6225927200.34%+128
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
19,13226,031+6,8997388650.41%+126
ISHARES MSCI CHINA ETF
MSCI CHINA ETF
8,27710,794+2,5174976060.29%+109
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
DJ GLBL DIVID
0133,305+133,30504,2562.03%+4,256
ISHARES SEMICONDUCTOR ETF3,1623,207+459521,0540.50%+102
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
ST STR AGGRE ETF
029,556+29,55607570.36%+757
EXXON MOBIL CORP COM1,8161,758-582192980.14%+80
PROCTER & GAMBLE CO COM(PG)03,214+3,21404640.22%+464
VANGUARD INTERMEDIATE-TERM BOND ETF036,140+36,14002,7891.33%+2,789
NETFLIX INC. COM(NFLX)6,3966,729+3336006470.31%+47
WALMART INC COM(WMT)4,0713,990-814544960.24%+42
COSTCO WHOLESALE CORPORATION COM(COST)0330+33003280.16%+328
JOHNSON & JOHNSON COM(JNJ)1,2491,227-222583000.14%+41
UNITED BANKSHARES INC WEST VA COM(UBSI)10,17810,324+1463914280.20%+37
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
06,088+6,08804990.24%+499
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
INFLATION PROTE
08,651+8,65103610.17%+361
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)862856-62622890.14%+27
ISHARES GOLD TRUST(IAU)51,61747,819-3,7984,1904,2162.01%+26
VANGUARD GROWTH ETF01,661+1,66107260.35%+726
INVESCO S&P GLOBAL WATER INDEX ETF25,90325,90301,6321,6560.79%+24
FRANKLIN RESOURCES INC COM(BEN)010,547+10,54702490.12%+249
SEI SELECT EMERGING MARKETS EQUITY ETF
SELECT EMERGING
015,236+15,23604990.24%+499
CITIZENS FINL GROUP INC COM(CFG)8,5538,651+985005190.25%+19
ASTRAZENECA PLC ORD(AZN)2,4671,246-1,2212272460.12%+19
HONEYWELL INTL INC COM(HON)1,0971,027-702142320.11%+18
Page 1 of 1