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Lynx Investment Advisory

All holdings · as of Dec 31, 2025

166 positions

CompanyClassValueShares% of portfolio
COHEN & STEERS QUALITY INCOME REALTY FUND INCRQIClosed-End Fund$129.5K11,3390.1%
SCHWAB CHARLES CORP$201.9K2,0210.1%
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF$202.1K8380.1%
DELTA AIR LINES, INC.$204.1K2,9410.1%
QUALCOMM INC/DE$208.6K1,2190.1%
VANECK MORNINGSTAR WIDE MOAT ETF$211.6K2,0430.1%
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF$212.4K4,4450.1%
MFS ACTIVE INTERNATIONAL ETF$213.2K7,0000.1%
HONEYWELL INTERNATIONAL INC$214.1K1,0970.1%
Walt Disney Co$215.1K1,8900.1%
EXXON MOBIL CORP$218.6K1,8160.1%
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF$219.5K3,2550.1%
ISHARES NATIONAL MUNI BOND ETF$221.0K2,0640.1%
VANGUARD TOTAL WORLD STOCK ETF$222.8K1,5790.1%
ASTRAZENECA PLC ORD$226.8K2,4670.1%
Franklin Resources, Inc.$228.1K9,5480.1%
KKR & Co. Inc.$237.1K1,8600.1%
ELI LILLY & Co$243.8K2270.1%
Chord Energy Corp$251.8K2,7160.1%
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF$257.7K2,1700.1%
JOHNSON & JOHNSON$258.5K1,2490.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$261.8K8620.1%
VANGUARD HEALTH CARE ETF$265.5K9220.1%
DIMENSIONAL U.S. CORE EQUITY 2 ETF$266.4K6,7300.1%
ISHARES GLOBAL FINANCIALS ETF$266.6K2,2070.1%
GENERAL ELECTRIC CO$268.0K8700.1%
SCHWAB SHORT-TERM US TREASURY ETF$274.5K11,2630.1%
GENERAL MILLS INC$276.8K5,9520.2%
ISHARES MBS ETF$277.0K2,9090.2%
BEST BUY CO INC$278.8K4,1660.2%
RAYONIER INC$282.1K13,0320.2%
HOME DEPOT, INC.$282.6K8210.2%
ISHARES CORE MSCI EAFE ETF$283.7K3,1720.2%
COSTCO WHOLESALE CORP /NEW$286.5K3320.2%
DIMENSIONAL U.S. SMALL CAP ETF$287.7K4,1290.2%
VANGUARD VALUE ETF$291.3K1,5250.2%
WASTE MANAGEMENT INC$293.6K1,3360.2%
ISHARES TIPS BOND ETF$304.5K2,7710.2%
VANGUARD LARGE-CAP ETF$308.4K9800.2%
ADOBE INC.$315.3K9010.2%
ISHARES CORE MSCI EMERGING MARKETS ETF$317.6K4,7250.2%
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF$331.1K5,5440.2%
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF$333.3K8,0210.2%
ISHARES INTERNATIONAL EQUITY FACTOR ETF$334.7K8,8670.2%
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF$335.5K1,9260.2%
BANK OF AMERICA CORP /DE$343.1K6,2380.2%
CONAGRA BRANDS INC.$346.5K20,0170.2%
NEXSTAR MEDIA GROUP, INC.$348.5K1,7160.2%
iShares MSCI UAE ETF$351.0K4,2560.2%
Zions Bancorp NA$354.3K6,0520.2%
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