Smartleaf Asset Management LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.0T
Holdings
2,860
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (2,860 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 166,472 | $36.3B | 3.50% | |
| 2 | MSFTMICROSOFT CORP | 78,813 | $29.9B | 2.88% | |
| 3 | NVDANVIDIA CORPORATION | 251,385 | $27.6B | 2.66% | |
| 4 | MGVVANGUARD WORLD FD | 205,727 | $26.2B | 2.53% | |
| 5 | AMZNAMAZON COM INC | 92,443 | $17.8B | 1.72% | |
| 6 | METAMETA PLATFORMS INC | 22,604 | $13.0B | 1.26% | |
| 7 | CGDGCAPITAL GROUP DIVIDEND GROWE | 365,401 | $11.3B | 1.09% | |
| 8 | QGRWWISDOMTREE TR | 246,654 | $10.8B | 1.05% | |
| 9 | CGMSCAPITAL GRP FIXED INCM ETF T | 393,161 | $10.7B | 1.04% | |
| 10 | VTVANGUARD INTL EQUITY INDEX F | 90,357 | $10.5B | 1.01% | |
| 11 | GOOGLALPHABET INC | 63,353 | $9.8B | 0.94% | |
| 12 | JPMJPMORGAN CHASE & CO. | 40,129 | $9.7B | 0.94% | |
| 13 | CGBLCAPITAL GROUP CORE BALANCED | 296,940 | $9.2B | 0.89% | |
| 14 | AGGYWISDOMTREE TR | 210,331 | $9.1B | 0.88% | |
| 15 | VOOVANGUARD INDEX FDS | 17,623 | $9.0B | 0.87% | |
| 16 | DGRWWISDOMTREE TR | 113,377 | $9.0B | 0.87% | |
| 17 | VVISA INC | 24,778 | $8.5B | 0.82% | |
| 18 | VMBSVANGUARD SCOTTSDALE FDS | 182,966 | $8.5B | 0.82% | |
| 19 | LLYELI LILLY & CO | 9,410 | $7.7B | 0.75% | |
| 20 | GOOGALPHABET INC | 47,648 | $7.4B | 0.72% | |
| 21 | DFACDIMENSIONAL ETF TRUST | 226,630 | $7.4B | 0.72% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,058 | $7.4B | 0.71% | |
| 23 | AVGOBROADCOM INC | 42,628 | $7.2B | 0.70% | |
| 24 | IVVISHARES TR | 12,881 | $7.2B | 0.69% | |
| 25 | BNDXVANGUARD CHARLOTTE FDS | 145,980 | $7.1B | 0.69% | |
| 26 | DCORDIMENSIONAL ETF TRUST | 113,301 | $6.9B | 0.67% | |
| 27 | CGCBCAPITAL GRP FIXED INCM ETF T | 256,461 | $6.7B | 0.65% | |
| 28 | AGGISHARES TR | 67,990 | $6.7B | 0.65% | |
| 29 | VEAVANGUARD TAX-MANAGED FDS | 129,133 | $6.6B | 0.64% | |
| 30 | MBBISHARES TR | 67,177 | $6.3B | 0.61% | |
| 31 | JNJJOHNSON & JOHNSON | 37,066 | $6.1B | 0.59% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 6,259 | $5.8B | 0.56% | |
| 33 | TSLATESLA INC | 21,929 | $5.8B | 0.56% | |
| 34 | VUGVANGUARD INDEX FDS | 15,591 | $5.8B | 0.56% | |
| 35 | BNDVANGUARD BD INDEX FDS | 76,130 | $5.6B | 0.54% | |
| 36 | CGGRCAPITAL GROUP GROWTH ETF | 161,611 | $5.5B | 0.53% | |
| 37 | PGPROCTER AND GAMBLE CO | 31,296 | $5.3B | 0.51% | |
| 38 | ABBVABBVIE INC | 25,096 | $5.2B | 0.50% | |
| 39 | CGCPCAPITAL GRP FIXED INCM ETF T | 225,644 | $5.1B | 0.49% | |
| 40 | MAMASTERCARD INCORPORATED | 9,198 | $5.0B | 0.48% | |
| 41 | SCHDSCHWAB STRATEGIC TR | 178,692 | $4.9B | 0.48% | |
| 42 | CGUSCAPITAL GROUP CORE EQUITY ET | 145,388 | $4.8B | 0.47% | |
| 43 | NFLXNETFLIX INC | 5,066 | $4.7B | 0.46% | |
| 44 | WMTWALMART INC | 54,521 | $4.6B | 0.45% | |
| 45 | CGDGCAPITAL GROUP DIVIDEND VALUE | 128,788 | $4.6B | 0.44% | |
| 46 | SPYGSPDR SER TR | 56,455 | $4.5B | 0.44% | |
| 47 | VONGVANGUARD SCOTTSDALE FDS | 48,122 | $4.5B | 0.43% | |
| 48 | UNHUNITEDHEALTH GROUP INC | 8,592 | $4.4B | 0.43% | |
| 49 | XOMEXXON MOBIL CORP | 36,858 | $4.3B | 0.42% | |
| 50 | JEPIJ P MORGAN EXCHANGE TRADED F | 75,513 | $4.3B | 0.41% | |
| 51 | HDHOME DEPOT INC | 11,147 | $4.0B | 0.39% | |
| 52 | TLHISHARES TR | 38,508 | $4.0B | 0.38% | |
| 53 | CGGOCAPITAL GROUP GBL GROWTH EQT | 139,391 | $4.0B | 0.38% | |
| 54 | CVXCHEVRON CORP NEW | 23,219 | $3.9B | 0.37% | |
| 55 | WTVWISDOMTREE TR | 46,257 | $3.8B | 0.36% | |
| 56 | VTVVANGUARD INDEX FDS | 21,944 | $3.7B | 0.36% | |
| 57 | DFICDIMENSIONAL ETF TRUST | 132,124 | $3.7B | 0.36% | |
| 58 | TOTLSSGA ACTIVE ETF TR | 91,856 | $3.7B | 0.36% | |
| 59 | SPDWSPDR INDEX SHS FDS | 98,845 | $3.6B | 0.35% | |
| 60 | IGIBISHARES TR | 66,860 | $3.5B | 0.34% | |
| 61 | BSVVANGUARD BD INDEX FDS | 44,199 | $3.5B | 0.33% | |
| 62 | COPCONOCOPHILLIPS | 33,353 | $3.4B | 0.33% | |
| 63 | VONVVANGUARD SCOTTSDALE FDS | 41,706 | $3.4B | 0.33% | |
| 64 | VTIVANGUARD INDEX FDS | 12,007 | $3.3B | 0.32% | |
| 65 | IYWISHARES TR | 22,727 | $3.2B | 0.31% | |
| 66 | MCDMCDONALDS CORP | 10,028 | $3.1B | 0.30% | |
| 67 | BACBANK AMERICA CORP | 74,556 | $3.1B | 0.30% | |
| 68 | MRKMERCK & CO INC | 33,948 | $3.0B | 0.29% | |
| 69 | VWOVANGUARD INTL EQUITY INDEX F | 66,094 | $3.0B | 0.29% | |
| 70 | KOCOCA COLA CO | 42,489 | $3.0B | 0.29% | |
| 71 | ABTABBOTT LABS | 22,636 | $3.0B | 0.29% | |
| 72 | QUALISHARES TR | 16,834 | $2.9B | 0.28% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 11,538 | $2.8B | 0.27% | |
| 74 | ORCLORACLE CORP | 19,959 | $2.8B | 0.27% | |
| 75 | MTUMISHARES TR | 13,699 | $2.8B | 0.27% | |
| 76 | CSCOCISCO SYS INC | 45,057 | $2.7B | 0.26% | |
| 77 | DXJWISDOMTREE TR | 24,571 | $2.7B | 0.26% | |
| 78 | VYMVANGUARD WHITEHALL FDS | 21,355 | $2.7B | 0.26% | |
| 79 | TAT&T INC | 95,197 | $2.7B | 0.26% | |
| 80 | TMOTHERMO FISHER SCIENTIFIC INC | 5,356 | $2.7B | 0.26% | |
| 81 | VYMIVANGUARD WHITEHALL FDS | 36,181 | $2.7B | 0.26% | |
| 82 | ACNACCENTURE PLC IRELAND | 8,785 | $2.7B | 0.26% | |
| 83 | AQLTISHARES TR | 34,887 | $2.7B | 0.26% | |
| 84 | DFASDIMENSIONAL ETF TRUST | 44,421 | $2.7B | 0.26% | |
| 85 | BLKBLACKROCK INC | 2,747 | $2.6B | 0.25% | |
| 86 | USMCPRINCIPAL EXCHANGE TRADED FD | 44,476 | $2.5B | 0.24% | |
| 87 | IHDGWISDOMTREE TR | 57,417 | $2.5B | 0.24% | |
| 88 | NOWSERVICENOW INC | 3,086 | $2.5B | 0.24% | |
| 89 | CRMSALESFORCE INC | 9,098 | $2.5B | 0.24% | |
| 90 | LINLINDE PLC | 5,344 | $2.5B | 0.24% | |
| 91 | GSGOLDMAN SACHS GROUP INC | 4,490 | $2.4B | 0.24% | |
| 92 | SMMDISHARES TR | 38,404 | $2.4B | 0.23% | |
| 93 | INTUINTUIT | 3,972 | $2.4B | 0.23% | |
| 94 | XSOEWISDOMTREE TR | 76,078 | $2.4B | 0.23% | |
| 95 | SOSOUTHERN CO | 25,714 | $2.3B | 0.23% | |
| 96 | SYKSTRYKER CORPORATION | 6,332 | $2.3B | 0.22% | |
| 97 | QUSSPDR SER TR | 14,623 | $2.3B | 0.22% | |
| 98 | IJRISHARES TR | 20,936 | $2.2B | 0.21% | |
| 99 | TMUST-MOBILE US INC | 8,212 | $2.2B | 0.21% | |
| 100 | BLVVANGUARD BD INDEX FDS | 31,031 | $2.2B | 0.21% |
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