Fund HoldingsRossby Financial, LCC

Total Portfolio Value
$478.68M
Total Bought
$179.44M
Total Sold
$16.60M
Net Transaction
+$162.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
STATE STREET SPDR S&P 500 ETF(SPY)011,586+11,58607,5921.59%+7,592
SCHWAB U.S. LARGE-CAP GROWTH ETF0187,733+187,73305,5211.15%+5,521
VANGUARD S&P 500 ETF012,304+12,30407,4111.55%+7,411
ISHARES MSCI USA QUALITY FACTOR ETF
MSCI USA QLT FCT
027,025+27,02505,2101.09%+5,210
SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF0168,076+168,07604,5820.96%+4,582
CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF
CALVE INDEX ETF
310,122360,720+50,59822,11226,6615.57%+4,549
INVESCO S&P 500 MOMENTUM ETF077,211+77,21105,1161.07%+5,116
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
ST STR PO EX ETF
079,418+79,41803,6860.77%+3,686
CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX ETF
CALVERT US LARCP
174,021219,195+45,17414,66017,7023.70%+3,043
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF060,732+60,73203,0050.63%+3,005
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
040,874+40,87403,1520.66%+3,152
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
024,599+24,59902,8590.60%+2,859
CME GROUP INC COM(CME)(Put)09,500+9,50002,821+2,821
ISHARES ESG AWARE US AGGREGATE BOND ETF
ESG AWR US AGRGT
62,233119,307+57,0742,9785,6561.18%+2,679
ALPHABET INC CAP STK CL C(GOOG)016,135+16,13504,7580.99%+4,758
SCHWAB U.S. LARGE-CAP VALUE ETF086,890+86,89002,6610.56%+2,661
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
CORE MSCI INTL
031,594+31,59402,6800.56%+2,680
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
037,379+37,37902,6270.55%+2,627
ISHARES SILVER TRUST(SLV)(Call)076,000+76,00005,179+5,179
EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
EATON VANCE SHRT
041,624+41,62402,0910.44%+2,091
VANGUARD TOTAL BOND MARKET ETF9,71934,597+24,8787202,5400.53%+1,820
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
ST STR P400MID
029,924+29,92401,7860.37%+1,786
ISHARES CORE S&P 500 ETF4,7137,586+2,8733,2284,9921.04%+1,764
SCHWAB 1-5 YEAR CORPORATE BOND ETF063,050+63,05001,5540.32%+1,554
VANGUARD VALUE ETF09,250+9,25001,8190.38%+1,819
ISHARES RUSSELL 2500 ETF
RUSEL 2500 ETF
109,786126,214+16,4288,2279,7242.03%+1,496
NVIDIA CORPORATION COM(NVDA)35,88146,389+10,5086,6928,1531.70%+1,461
VANGUARD GROWTH ETF8,33312,500+4,1674,0655,5171.15%+1,452
JPMORGAN LIMITED DURATION BOND ETF
JPMORGAM LTD DUR
028,739+28,73901,4960.31%+1,496
AMAZON COM INC COM(AMZN)10,52217,938+7,4162,4293,7770.79%+1,349
JPMORGAN MUNICIPAL ETF
MUNICIPAL ETF
023,745+23,74501,1870.25%+1,187
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
028,033+28,03301,6530.35%+1,653
VANGUARD FTSE DEVELOPED MARKETS ETF022,857+22,85701,4890.31%+1,489
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
2,79114,979+12,1882631,3880.29%+1,125
ISHARES NATIONAL MUNI BOND ETF012,720+12,72001,3520.28%+1,352
SCHWAB INTERNATIONAL EQUITY ETF38,93380,107+41,1749362,0140.42%+1,078
VANGUARD TAX-EXEMPT BOND ETF021,970+21,97001,0970.23%+1,097
SCHWAB US AGGREGATE BOND ETF7,31451,925+44,6111711,2030.25%+1,032
SPDR GOLD SHARES(GLD)3,5315,424+1,8931,3992,3750.50%+975
VANGUARD HIGH DIVIDEND YIELD INDEX ETF21,69427,565+5,8713,1144,0780.85%+965
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
7686,395+5,6271191,0510.22%+932
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
2,90721,097+18,1901591,0430.22%+884
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
015,262+15,26201,4030.29%+1,403
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
06,100+6,10008230.17%+823
ISHARES MBS ETF09,279+9,27908780.18%+878
OLIN CORP COM PAR $1(OLN)17,00040,038+23,0383541,1710.24%+817
ISHARES CORE U.S. AGGREGATE BOND ETF9,70117,849+8,1489691,7670.37%+798
SCHWAB SHORT-TERM US TREASURY ETF032,576+32,57607880.16%+788
VANGUARD SMALL CAP VALUE ETF03,809+3,80908310.17%+831
EXXON MOBIL CORP COM09,153+9,15301,4720.31%+1,472
ALPHABET INC CAP STK CL A(GOOG)9,98413,015+3,0313,1253,8700.81%+745
BERKSHIRE HATHAWAY INC DEL CL A01+107160.15%+716
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
US QT LW VLTY
16,10825,899+9,7911,1611,8660.39%+705
VANGUARD SMALL-CAP GROWTH ETF02,331+2,33107110.15%+711
INVESCO S&P MIDCAP QUALITY ETF
S&P MDCP QUALITY
06,119+6,11906390.13%+639
VANGUARD TOTAL INTERNATIONAL BOND ETF
TOTAL INT BD ETF
020,058+20,05809630.20%+963
ISHARES MSCI BRAZIL ETF014,900+14,90005720.12%+572
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF48,03955,922+7,8833,8734,4390.93%+565
INTEL CORP COM(INTC)013,762+13,76206610.14%+661
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
ST STR CARE ETF
04,419+4,41906530.14%+653
JOHNSON & JOHNSON COM(JNJ)06,720+6,72001,6400.34%+1,640
MICROSOFT CORP COM(MSFT)014,662+14,66205,4161.13%+5,416
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
010,336+10,33605210.11%+521
BROADCOM INC COM(AVGO)5,6317,843+2,2121,9492,4590.51%+510
ISHARES FLEXIBLE INCOME ACTIVE ETF010,160+10,16005270.11%+527
CALVERT ULTRA-SHORT INVESTMENT GRADE ETF
CALVERT ULT SHR
13,05623,076+10,0206631,1670.24%+504
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
033,982+33,98207900.16%+790
MERCK & CO INC COM(MRK)3,7247,355+3,6313928890.19%+497
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
017,416+17,41606810.14%+681
VANGUARD FTSE EMERGING MARKETS ETF5,32314,366+9,0432867790.16%+493
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF
ST BLOO HIGH ETF
21,06426,553+5,4892,0482,5350.53%+487
ISHARES RUSSELL 1000 GROWTH ETF01,863+1,86308010.17%+801
VENTURE GLOBAL INC COM CL A(VG)032,650+32,65004790.10%+479
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
OPTIMUM YIELD
029,177+29,17704990.10%+499
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
COMM ALL WEA ETF
015,069+15,06904680.10%+468
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
INT-TERM CORP
31,99638,129+6,1332,6803,1460.66%+467
CHEVRON CORPORATION COM(CVX)4,9366,152+1,2167521,2140.25%+462
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
08,930+8,93004550.09%+455
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)04,814+4,81404540.09%+454
MICRON TECHNOLOGY INC COM(MU)8021,846+1,0442296790.14%+450
VANGUARD DIVIDEND APPRECIATION ETF3,5225,674+2,1527741,2240.26%+450
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
VAR RATE INVT
017,708+17,70804430.09%+443
ISHARES GOLD TRUST(IAU)05,198+5,19804660.10%+466
TEUCRIUM CORN FUND(BTCK)024,150+24,15004390.09%+439
KINDER MORGAN INC DEL COM(KMI)060,390+60,39001,9860.41%+1,986
ISHARES SELECT DIVIDEND ETF03,255+3,25504920.10%+492
CSX CORP COM(CSX)010,559+10,55904380.09%+438
APPLIED MATLS INC COM01,634+1,63405780.12%+578
WALMART INC COM(WMT)017,308+17,30802,1590.45%+2,159
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND8,33913,341+5,0026131,0150.21%+402
VANGUARD MEGA CAP GROWTH ETF01,420+1,42005280.11%+528
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)03,606+3,60601,2310.26%+1,231
TRX GOLD CORPORATION COM960,000822,000-138,0008841,2580.26%+374
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
0-5YR HI YL CP
015,198+15,19806400.13%+640
DIMENSIONAL US CORE EQUITY MARKET ETF
US CORE EQT MKT
013,728+13,72806240.13%+624
GE VERNOVA INC COM(GEV)0521+52104660.10%+466
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF07,112+7,11203550.07%+355
DNOW INC COM(DNOW)19,00049,100+30,1002525810.12%+330
INVESCO S&P 500 GARP ETF
S&P 500 GARP ETF
02,943+2,94303180.07%+318
ISHARES 3-7 YEAR TREASURY BOND ETF05,538+5,53806540.14%+654
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