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Lynx Investment Advisory

All holdings · as of Dec 31, 2025

166 positions

CompanyClassValueShares% of portfolio
THE GOLDMAN SACHS GROUP, INC.$357.0K4060.2%
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF$363.9K15,3730.2%
VANGUARD DIVIDEND APPRECIATION ETF$365.8K1,6650.2%
INTERNATIONAL PAPER CO /NEW$368.0K9,3410.2%
INVESCO S&P 500 EQUAL WEIGHT ETF$371.4K1,9390.2%
PROCTER & GAMBLE Co$384.8K2,6850.2%
CISCO SYSTEMS, INC.$388.6K5,0450.2%
UNITED BANKSHARES INC/WV$390.8K10,1780.2%
US BANCORP \DE$394.4K7,3910.2%
Merck & Co., Inc.$398.8K3,7890.2%
WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND$401.4K5,5880.2%
FORD MOTOR CO$411.1K31,3370.2%
INVESCO AEROSPACE & DEFENSE ETF$417.4K2,6650.2%
SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF$421.9K10,8370.2%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$422.2K8,5370.2%
ISHARES CORE S&P 500 ETF$422.6K6170.2%
SCHWAB US TIPS ETF$425.1K16,0470.2%
COMERICA INCCMACommon Stock$427.3K4,9150.2%
VANGUARD TOTAL INTERNATIONAL BOND ETF$432.6K8,9530.2%
ISHARES RUSSELL MIDCAP ETF$439.5K4,5650.2%
ISHARES U.S. PHARMACEUTICALS ETF$444.9K5,2440.2%
VANGUARD TAX-EXEMPT BOND ETF$450.3K8,9540.2%
Fidelity National Financial Inc$452.7K8,2930.2%
Walmart Inc.$453.5K4,0710.2%
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$454.7K8,0030.2%
AbbVie Inc.$458.9K2,0080.3%
SCHWAB U.S. LARGE-CAP GROWTH ETF$463.4K14,2070.3%
INVESCO QQQ TRUST SERIES I$463.5K7540.3%
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$467.6K6,0190.3%
ORACLE CORP$470.0K2,4110.3%
SEI SELECT EMERGING MARKETS EQUITY ETF$478.9K15,3870.3%
ADVANCED MICRO DEVICES INC$484.0K2,2600.3%
APA Corp$487.2K19,9190.3%
ISHARES MSCI CHINA ETF$497.2K8,2770.3%
CITIZENS FINANCIAL GROUP INC/RI$499.6K8,5530.3%
SCHWAB U.S. LARGE-CAP VALUE ETF$509.1K17,1950.3%
ISHARES GLOBAL ENERGY ETF$513.6K12,2490.3%
T Rowe Price Group Inc$525.9K5,1370.3%
Regions Financial Corp$528.6K19,5050.3%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF$542.0K16,6400.3%
EDISON INTERNATIONAL$553.1K9,2160.3%
Weyerhaeuser Co$567.9K23,9710.3%
First American Financial Corp$574.6K9,3520.3%
ISHARES MSCI EAFE ETF$585.0K6,0920.3%
The PNC Financial Services Group, Inc.$592.2K2,8380.3%
SCHWAB U.S. SMALL-CAP ETF$592.5K20,8030.3%
HUNTINGTON BANCSHARES INC /MD$596.1K34,3590.3%
Netflix Inc$599.7K6,3960.3%
SEI SELECT SMALL CAP ETF$626.3K22,4130.3%
CATERPILLAR INC$632.2K1,1040.3%
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