Brown Financial Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| EDISON INTERNATIONAL | $532.6K | 0.2% |
| DOUBLELINE ETF TRUST | $576.5K | 0.2% |
| SPDR SERIES TRUST | $591.2K | 0.2% |
| CITIGROUP INC | $599.8K | 0.2% |
| Jefferies Financial Group Inc. | $601.5K | 0.2% |
| KEYCORP /NEW | $612.7K | 0.2% |
| SPDR SERIES TRUST | $626.0K | 0.2% |
| AIM ETF PRODUCTS TRUST | $629.6K | 0.2% |
| NEOS ETF TRUST | $870.2K | 0.3% |
| ISHARES TR | $919.3K | 0.3% |
| PROSHARES TR | $1.01M | 0.4% |
| Insulet Corp | $1.06M | 0.4% |
| Intuitive Surgical Inc | $1.07M | 0.4% |
| Equinix Inc | $1.07M | 0.4% |
| SYNOPSYS INC | $1.07M | 0.4% |
| VERTEX PHARMACEUTICALS INC / MA | $1.07M | 0.4% |
| TJX Cos Inc/The | $1.07M | 0.4% |
| PayPal Holdings, Inc. | $1.08M | 0.4% |
| NEXTERA ENERGY INC | $1.09M | 0.4% |
| ELI LILLY & Co | $1.09M | 0.4% |
| SOUTHWEST AIRLINES CO | $1.10M | 0.4% |
| BOSTON SCIENTIFIC CORP | $1.10M | 0.4% |
| Baker Hughes Co | $1.11M | 0.4% |
| COHEN & STEERS ETF TRUST | $1.11M | 0.4% |
| Dexcom Inc | $1.12M | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $1.18M | 0.4% |
| ServiceNow Inc | $1.20M | 0.4% |
| Extra Space Storage Inc | $1.20M | 0.4% |
| SSGA ACTIVE TR | $1.20M | 0.4% |
| AMERICAN CENTY ETF TR | $1.21M | 0.4% |
| CINTAS CORP | $1.29M | 0.5% |
| Quanta Services Inc | $1.32M | 0.5% |
| ConocoPhillips | $1.33M | 0.5% |
| SPDR SERIES TRUST | $1.34M | 0.5% |
| Waste Connections Inc | $1.36M | 0.5% |
| ECOLAB INC. | $1.41M | 0.5% |
| LAM RESEARCH CORP | $1.41M | 0.5% |
| AMPHENOL CORP /DE | $1.43M | 0.5% |
| FIRST TR EXCHANGE-TRADED FD | $1.43M | 0.5% |
| STARBUCKS CORP | $1.46M | 0.5% |
| MARTIN MARIETTA MATERIALS INC | $1.49M | 0.5% |
| Netflix Inc | $1.53M | 0.6% |
| Palo Alto Networks Inc | $1.61M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.62M | 0.6% |
| JOHNSON & JOHNSON | $1.63M | 0.6% |
| SPDR SERIES TRUST | $1.70M | 0.6% |
| PIMCO ETF TR | $1.70M | 0.6% |
| United Rentals Inc | $1.73M | 0.6% |
| BANK OF AMERICA CORP /DE | $1.75M | 0.6% |
| VANECK ETF TRUST | $1.75M | 0.6% |