Lynx Investment Advisory
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO S&P 500 QUALITY ETF | $9.33M | 5.1% |
| Apple Inc. | $6.97M | 3.8% |
| ISHARES CORE S&P MID-CAP ETF | $6.49M | 3.5% |
| ISHARES INTL DIVIDEND GROWTH ETF | $6.23M | 3.4% |
| SPDR GOLD SHARES ETF | $6.10M | 3.3% |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $5.95M | 3.2% |
| AKRE FOCUS ETF | $5.73M | 3.1% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $5.67M | 3.1% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $5.42M | 3.0% |
| MICROSOFT CORP | $5.04M | 2.7% |
| Alphabet Inc. | $4.57M | 2.5% |
| ISHARES GOLD TRUST | $4.19M | 2.3% |
| FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | $4.15M | 2.3% |
| SPDR S&P 500 ETF | $3.48M | 1.9% |
| Amazon.com Inc | $3.47M | 1.9% |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $3.43M | 1.9% |
| Mastercard Inc | $3.02M | 1.6% |
| Warren E. Buffett | $2.78M | 1.5% |
| VANGUARD INTERMEDIATE-TERM BOND ETF | $2.71M | 1.5% |
| VANGUARD CORE BOND ETF | $2.64M | 1.4% |
| VANGUARD FTSE DEV MKTS ETF (VEA) | $2.29M | 1.2% |
| ISHARES GLOBAL TIMBER & FORESTRY ETF | $2.16M | 1.2% |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $2.13M | 1.2% |
| NVIDIA Corp | $1.76M | 1.0% |
| INVESCO S&P GLOBAL WATER INDEX ETF | $1.63M | 0.9% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.62M | 0.9% |
| SEI SELECT INTERNATIONAL EQUITY ETF | $1.39M | 0.8% |
| Visa Inc | $1.35M | 0.7% |
| VANGUARD TOTAL BOND MARKET ETF | $1.34M | 0.7% |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.32M | 0.7% |
| SCHWAB U.S. LARGE-CAP ETF | $1.24M | 0.7% |
| PFIZER INC | $1.22M | 0.7% |
| Alphabet Inc. | $1.18M | 0.6% |
| VANGUARD S&P 500 ETF | $1.16M | 0.6% |
| STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $1.14M | 0.6% |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $1.09M | 0.6% |
| Meta Platforms Inc | $1.08M | 0.6% |
| AES CORP | $1.06M | 0.6% |
| OGE Energy Corp | $1.01M | 0.6% |
| ConocoPhillips | $1.00M | 0.5% |
| JANUS HENDERSON GROUP PLC | $983.7K | 0.5% |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $958.3K | 0.5% |
| ISHARES SEMICONDUCTOR ETF | $952.4K | 0.5% |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $935.2K | 0.5% |
| SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $928.6K | 0.5% |
| JPMORGAN CHASE & CO | $881.7K | 0.5% |
| SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $866.7K | 0.5% |
| VANGUARD FTSE EMRG MKTS ETF (VWO) | $866.7K | 0.5% |
| INTERNATIONAL BUSINESS MACHINES CORP | $850.2K | 0.5% |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $835.9K | 0.5% |