Fund HoldingsLynx Investment Advisory

Total Portfolio Value
$305.23M
Total Bought
$105.09M
Total Sold
$13.58M
Net Transaction
+$91.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD FTSE DEV MKTS ETF (VEA)48,787115,401+66,6143,1268,2222.69%+5,096
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF2,65029,455+26,8053864,5451.49%+4,158
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
4,37051,033+46,6633624,2181.38%+3,856
VANGUARD TOTAL STOCK MKT ETF (VTI)1,43311,633+10,2004604,3051.41%+3,845
VANGUARD TOTAL WORLD STOCK ETF1,68124,446+22,7652333,8371.26%+3,604
VANGUARD SMALL-CAP ETF2,02413,075+11,0515303,9631.30%+3,433
SPDR S&P 500 ETF(SPY)6,66910,121+3,4524,3377,5582.48%+3,221
APPLE INC COM(AAPL)25,42533,310+7,8856,4539,6393.16%+3,186
VANGUARD ST CORP BOND ETF (VCSH)
SHRT TRM CORP BD
3,31543,290+39,9752633,4211.12%+3,158
VANGUARD REAL ESTATE ETF2,28030,728+28,4482022,9630.97%+2,761
VANGUARD MID-CAP ETF1,11435,955+34,8413202,8970.95%+2,577
RTX CORPORATION COM(RTX)013,124+13,12402,4900.82%+2,490
VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF6,05856,268+50,2102692,5240.83%+2,254
ISHARES MSCI ACWI ETF012,983+12,98302,0380.67%+2,038
VANGUARD VALUE ETF3,15111,988+8,8376182,6130.86%+1,994
VANGUARD TOTAL BOND MARKET ETF22,58949,223+26,6341,6633,6131.18%+1,950
VANGUARD FTSE EMRG MKTS ETF (VWO)18,83247,737+28,9051,0182,8490.93%+1,832
VANGUARD MID-CAP VALUE ETF09,200+9,20001,8180.60%+1,818
INVESCO S&P 500 QUALITY ETF
S&P500 QUALITY
145,458140,854-4,60410,93712,6914.16%+1,754
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
ST BLOO HIGH ETF
017,359+17,35901,6730.55%+1,673
ALERIAN MLP ETF
ALERIAN MLP
028,557+28,55701,4810.49%+1,481
DIMENSIONAL US HIGH PROFITABILITY ETF
US HIGH PROF ETF
9,68240,769+31,0873561,7010.56%+1,345
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
022,420+22,42001,3220.43%+1,322
TRUIST FINL CORP COM(TFC)026,046+26,04601,2980.43%+1,298
ALPHABET INC CAP STK CL A(GOOG)14,04714,880+8334,0395,3181.74%+1,279
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND2,84217,491+14,6492131,4650.48%+1,251
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
023,065+23,06501,1650.38%+1,165
WISDOMTREE INDIA EARNINGS FUND(WT)025,886+25,88601,1070.36%+1,107
EATON VANCE ENHANCED EQUITY COM(EOI)055,505+55,50501,0910.36%+1,091
VANGUARD SMALL CAP VALUE ETF1,2765,438+4,1622771,3210.43%+1,044
SCHWAB U.S. BROAD MARKET ETF035,692+35,69201,0340.34%+1,034
MASTERCARD INCORPORATED CL A(MA)5,1306,965+1,8352,5633,5771.17%+1,014
EATON VANCE ENHANCED EQUITY IN COM(EOS)045,996+45,99601,0140.33%+1,014
ISHARES GLOBAL CLEAN ENERGY ETF049,404+49,40401,0120.33%+1,012
ISHARES CHINA LARGE-CAP ETF026,659+26,65908420.28%+842
JPMORGAN CHASE & CO COM(JPM)2,8845,005+2,1218481,6380.54%+790
STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
STATE STRET SPDR
115,990158,174+42,1842,2262,9940.98%+768
ADVANCED MICRO DEVICES INC COM(AMD)2,3212,057-2644721,1950.39%+723
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
29,26141,643+12,3829911,6740.55%+684
ISHARES SEMICONDUCTOR ETF3,2072,664-5431,0541,7070.56%+653
ISHARES INTL DIVIDEND GROWTH ETF
INTL DIV GRWTH
97,21399,813+2,6008,1438,7772.88%+633
VANGUARD TOTAL INTERNATIONAL STOCK ETF07,277+7,27706220.20%+622
VANGUARD ST BOND ETF (BSV)4,77412,653+7,8793749860.32%+611
VANGUARD S&P 500 ETF1,6262,257+6319721,5500.51%+579
CISCO SYS INC COM(CSCO)4,8578,121+3,2643779540.31%+577
UNITEDHEALTH GROUP INC COM(UNH)01,385+1,38505760.19%+576
MARVELL TECHNOLOGY INC COM(MRVL)01,884+1,88405610.18%+561
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
62,76363,180+4173,7174,2681.40%+552
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF010,399+10,39905490.18%+549
ISHARES MSCI EAFE ETF2,6157,565+4,9502547860.26%+532
AMAZON COM INC COM(AMZN)15,09115,393+3023,1433,6691.20%+526
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
166,564170,009+3,4456,4897,0132.30%+524
VANGUARD MID-CAP GROWTH ETF01,699+1,69905200.17%+520
SEI HIGH YIELD BOND & ALTERNATIVE CREDIT ETF020,659+20,65905200.17%+520
NVIDIA CORPORATION COM(NVDA)8,64810,130+1,4821,5082,0270.66%+519
ISHARES TIPS BOND ETF4,5969,329+4,7335071,0210.33%+514
VANGUARD DIVIDEND APPRECIATION ETF13,55014,397+8472,9143,4071.12%+492
VANGUARD GROWTH ETF1,66113,951+12,2907261,2020.39%+476
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
8,13012,757+4,6278081,2680.42%+459
WALMART INC COM(WMT)3,9908,359+4,3694969470.31%+451
GOLDMAN SACHS GROUP INC COM(GS)394755+3613337640.25%+431
EXXONMOBIL HOLDINGS CORP COM SHS02,912+2,91203980.13%+398
PNC FINL SVCS GROUP INC COM(PNC)3,4604,537+1,0777201,1170.37%+397
VISA INC COM CL A(V)3,6854,397+7121,1141,5080.49%+395
MICROSOFT CORP COM(MSFT)9,28410,257+9733,4373,8261.25%+389
JOHNSON & JOHNSON COM(JNJ)1,2272,594+1,3673006590.22%+359
SCHWAB U.S. LARGE-CAP ETF95,32195,065-2562,4442,7980.92%+354
ISHARES U.S. TECHNOLOGY ETF01,368+1,36803450.11%+345
ABBVIE INC COM(ABBV)1,8762,938+1,0624087390.24%+331
ORACLE CORP COM(ORCL)2,5404,809+2,2693747050.23%+331
PROCTER & GAMBLE CO COM(PG)3,2145,406+2,1924647930.26%+328
VANGUARD SMALL-CAP GROWTH ETF0862+86203150.10%+315
INVESCO QQQ TRUST SERIES I7551,018+2634367500.25%+314
INTERNATIONAL BUSINESS MACHS COM(IBM)2,2423,050+8085448580.28%+314
ROCKWELL AUTOMATION INC COM(ROK)0615+61503040.10%+304
THERMO FISHER SCIENTIFIC INC COM(TMO)0594+59402980.10%+298
PARKER-HANNIFIN CORP COM(PH)0303+30302960.10%+296
APPLIED MATLS INC COM755756+12585470.18%+288
CITIZENS FINL GROUP INC COM(CFG)8,65111,364+2,7135197960.26%+277
DELTA AIR LINES INC COM NEW(DAL)02,955+2,95502770.09%+277
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
5,0985,004-946789530.31%+276
ALPHABET INC CAP STK CL C(GOOG)3,7393,807+681,0731,3450.44%+272
NOVARTIS AG SPONSORED ADR(NVS)01,709+1,70902680.09%+268
GE VERNOVA INC COM(GEV)0223+22302630.09%+263
INTEL CORP COM(INTC)01,852+1,85202590.08%+259
ISHARES RUSSELL MID-CAP VALUE ETF01,570+1,57002580.08%+258
STATE STREET SPDR S&P SOFTWARE & SERVICES ETF
ST STR SW SERV
01,491+1,49102560.08%+256
CATERPILLAR INC COM(CAT)1,101972-1297801,0350.34%+256
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF04,875+4,87502550.08%+255
SCHWAB 1000 INDEX ETF06,900+6,90002490.08%+249
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
9497,593+6,6446629080.30%+246
ISHARES CORE S&P 500 ETF619865+2464046480.21%+244
MERCK & CO INC COM(MRK)3,3214,906+1,5854006300.21%+231
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF
FRANKLIN US LOW
05,144+5,14402260.07%+226
PUBLIC STORAGE COM(PSA)0710+71002260.07%+226
AMERICAN ELEC PWR CO INC COM01,628+1,62802230.07%+223
CLOUDFLARE INC CL A COM(NET)0900+90002210.07%+221
CINCINNATI FINL CORP COM(CINF)01,189+1,18902200.07%+220
ABBOTT LABORATORIES COM02,400+2,40002180.07%+218
VANGUARD HIGH DIVIDEND YIELD INDEX ETF18,82418,996+1722,7883,0020.98%+214
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