A&I Financial Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Booz Allen Hamilton Holding Corp | $550.3K | 0.3% |
| Lamb Weston Holdings, Inc. | $549.2K | 0.3% |
| CAPITAL GROUP INTERNATIONAL | $523.8K | 0.2% |
| Dynatrace, Inc. | $436.3K | 0.2% |
| Alphabet Inc. | $436.2K | 0.2% |
| CAPITAL GROUP INTERNATIONAL | $403.6K | 0.2% |
| NVR INC | $401.1K | 0.2% |
| Phillips Edison & Company, Inc. | $360.0K | 0.2% |
| American Healthcare REIT, Inc. | $349.3K | 0.2% |
| PROFESIONALLY MANAGED PORTFO | $294.8K | 0.1% |
| CAPITAL GROUP CORE BALANCED | $289.0K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $288.9K | 0.1% |
| Warren E. Buffett | $282.5K | 0.1% |
| Walt Disney Co | $280.2K | 0.1% |
| ORACLE CORP | $277.9K | 0.1% |
| SPDR GOLD TR | $272.3K | 0.1% |
| ISHARES TR | $263.4K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $262.6K | 0.1% |
| SoFi Technologies, Inc. | $261.8K | 0.1% |
| INVESCO QQQ TR | $245.7K | 0.1% |
| CION INVT CORP | $240.8K | 0.1% |
| SPDR S&P 500 ETF TR | $229.1K | 0.1% |
| BARON ETF TR | $217.1K | 0.1% |
| Rocket Lab CorpRKLB | $209.3K | 0.1% |
| MCKESSON CORP | $203.4K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $202.1K | 0.1% |
| Hope Bancorp Inc | $109.6K | 0.1% |
| Ondas Inc. | $97.6K | 0.0% |
| Navitas Semiconductor Corp | $71.4K | 0.0% |