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0001403438-24-000001
LPL Financial LLC
Total Value: $165,111,641,374
Total Holdings: 4792
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
ISHARES TRCORE S&P500 ETF464287200$4,681,369,5479,801,247SOLE
SPDR S&P 500 ETF TRTR UNIT78462F103$3,782,759,8307,958,511SOLE
INVESCO QQQ TRUNIT SER 146090E103$3,393,166,0358,285,715SOLE
VANGUARD INDEX FDSTOTAL STK MKT922908769$3,331,096,49414,042,225SOLE
APPLE INCCOM37833100$3,069,693,84915,943,977SOLE
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835$2,515,184,18334,196,930SOLE
ISHARES TRCORE MSCI EAFE46432F842$2,426,840,81334,496,671SOLE
MICROSOFT CORPCOM594918104$2,295,894,3086,105,453SOLE
ISHARES TRCORE S&P MCP ETF464287507$2,213,793,5507,987,709SOLE
ISHARES TRMSCI USA QLT FCT46432F339$1,882,436,52412,793,506SOLE
SPDR SER TRPRTFLO S&P500 GW78464A409$1,722,377,06426,473,672SOLE
VANGUARD INDEX FDSS&P 500 ETF SHS922908363$1,718,856,3083,935,111SOLE
ISHARES TRMBS ETF464288588$1,618,754,94717,206,154SOLE
SPDR SER TRPORTFOLIO S&P50078464A854$1,533,777,18727,437,875SOLE
ISHARES TRCORE S&P US GWT464287671$1,480,676,70914,223,600SOLE
SPDR SER TRPRTFLO S&P500 VL78464A508$1,459,352,90031,296,439SOLE
VANGUARD INDEX FDSGROWTH ETF922908736$1,434,019,0314,612,773SOLE
AMAZON COM INCCOM23135106$1,388,141,8989,136,119SOLE
VANGUARD INDEX FDSVALUE ETF922908744$1,289,308,9198,624,140SOLE
ISHARES TRCORE S&P SCP ETF464287804$1,269,186,51211,724,587SOLE
SELECT SECTOR SPDR TRTECHNOLOGY81369Y803$1,217,237,7386,323,970SOLE
NVIDIA CORPORATIONCOM67066G104$1,147,732,9962,317,623SOLE
ISHARES INCCORE MSCI EMKT46434G103$1,127,733,71722,296,041SOLE
ISHARES TRRUSSELL 2000 ETF464287655$1,118,867,5175,574,548SOLE
ISHARES TRCORE TOTAL USD46434V613$1,061,218,25823,034,909SOLE
ISHARES TRCORE S&P US VLU464287663$1,026,759,19412,175,492SOLE
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858$955,431,04219,946,369SOLE
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844$902,738,8925,297,764SOLE
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797$873,245,88711,470,458SOLE
ISHARES TRRUS 1000 GRW ETF464287614$869,296,8782,867,358SOLE
FIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV33738R506$869,152,63016,821,225SOLE
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870$866,991,75410,666,729SOLE
FIRST TR VALUE LINE DIVID INSHS33734H106$865,478,36221,338,225SOLE
SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X889$847,276,27424,912,564SOLE
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF46138G649$843,813,2435,006,605SOLE
SPDR SER TRBLOOMBERG 1-3 MO78468R663$843,746,4049,232,372SOLE
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y209$839,216,7966,153,519SOLE
SPDR SER TRPORTFLI INTRMDIT78464A672$799,805,93328,004,410SOLE
PACER FDS TRUS CASH COWS 10069374H881$781,950,49915,040,403SOLE
BERKSHIRE HATHAWAY INC DELCL B NEW84670702$718,839,5262,015,476SOLE
ISHARES TRCORE US AGGBD ET464287226$701,980,2157,072,849SOLE
SPDR SER TRPORTFOLIO S&P60078468R853$695,771,12516,495,286SOLE
VANGUARD INDEX FDSSMALL CP ETF922908751$692,691,1573,247,041SOLE
VANGUARD INDEX FDSMID CAP ETF922908629$682,664,4832,934,425SOLE
ALPHABET INCCAP STK CL A02079K305$675,989,2624,839,210SOLE
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF33733E104$670,687,5048,379,404SOLE
WISDOMTREE TRFLOATNG RAT TREA97717Y527$635,532,78112,649,936SOLE
ISHARES TRNATIONAL MUN ETF464288414$630,599,5765,816,803SOLE
ISHARES TREAFE VALUE ETF464288877$615,659,35911,816,879SOLE
SELECT SECTOR SPDR TRENERGY81369Y506$608,384,0557,256,490SOLE
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