Meeder Advisory Services, Inc.

$2.4B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1792167 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.4B
ALL retained default holdings for this (filer, period), including NULL-value ones: 690
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 71
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 43

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	ADD	+$50.6M	+1,044,894	$162M	$213M	3,217,485	4,262,379
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	ADD	+$14.0M	+137,123	$130M	$144M	1,453,131	1,590,254
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$7.1M	+1,229	$112M	$105M	601,005	602,234
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	ADD	+$10.6M	+101,257	$93.0M	$104M	1,384,026	1,485,283
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$5.3M	+5,750	$102M	$96.7M	375,468	381,218
position key `sid:sec:prov:042311a990478d818add7f68883b88aa` · issuer key `cusip6:45409F` NYLI MACKAY MUN	ADD	+$16.0M	+683,938	$55.0M	$71.0M	2,260,794	2,944,732
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$24.6M	−12,935	$84.4M	$59.8M	174,591	161,656
position key `sid:sec:prov:c96e78968733e4090e2e3269c081f6f7` · issuer key `cusip6:35473P` FRANKLIN DYN MUN	ADD	+$11.6M	+473,020	$47.1M	$58.7M	1,892,928	2,365,948
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	TRIM	−$1.6M	−47,781	$58.3M	$56.7M	932,957	885,176
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$3.5M	+5,648	$47.4M	$43.9M	205,263	210,911
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$119K	+11,635	$39.7M	$39.8M	126,850	138,485
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$11.5M	+113,809	$25.6M	$37.1M	255,232	369,041
position key `sid:sec:prov:5c2c289784902facb54429218a885d8b` · issuer key `cusip6:92647N` CORE INTERMEDIAT	ADD	+$1.4M	+35,071	$34.9M	$36.3M	736,257	771,328
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$4.0M	+662	$39.7M	$35.7M	114,578	115,240
position key `sid:sec:prov:cd00bbf7501bf664eae5ffb7d6564412` · issuer key `cusip6:922020` CORE BD ETF	ADD	+$1.4M	+21,012	$33.7M	$35.1M	432,071	453,083
position key `sid:sec:prov:8eb35ebc152e2250618fad852c7a297e` · issuer key `cusip6:78463X` STATE STREET SPD	TRIM	−$389K	−29,720	$34.6M	$34.3M	780,026	750,306
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$2.3M	+2,659	$35.9M	$33.6M	114,349	117,008
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$2.7M	+2,741	$31.8M	$29.1M	48,202	50,943
position key `sid:sec:prov:9b30353380f403282b3a8576664d58d0` · issuer key `cusip6:33739P` MUNI HI INCM ETF	ADD	+$2.4M	+53,886	$23.4M	$25.8M	488,345	542,231
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$2.4M	−485	$26.1M	$23.7M	80,920	80,435
position key `sid:sec:prov:dc437b658d2d4d14c03971f472e7916a` · issuer key `cusip6:78463X` STATE STREET SPD	TRIM	−$895K	−20,168	$23.7M	$22.8M	506,890	486,722
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$5.0M	−1,472	$26.0M	$20.9M	57,722	56,250
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$6.7M	+5,945	$13.8M	$20.5M	114,913	120,858
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$2.9M	+76	$20.8M	$17.9M	19,397	19,473
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$176K	+2,022	$17.0M	$17.2M	33,805	35,827
position key `pos:14012` · issuer key `cusip6:921946` INTL HIGH ETF	ADD	+$1.9M	+12,906	$15.0M	$16.9M	166,627	179,533
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$3.4M	+4,916	$12.2M	$15.6M	58,897	63,813
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	TRIM	−$713K	−14,755	$15.7M	$14.9M	291,203	276,448
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$2.1M	+5,163	$12.8M	$14.9M	114,749	119,912
position key `pos:13014` · issuer key `iss:1013` INTL SEL DIV ETF	ADD	+$1.9M	+22,020	$12.7M	$14.7M	322,583	344,603
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$1.8M	+52	$13.2M	$11.4M	37,690	37,742
position key `pos:15499` · issuer key `iss:23` COM	ADD	−$145K	+1,860	$11.4M	$11.3M	49,930	51,790
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$2.5M	−758	$13.4M	$10.9M	75,588	74,830
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$2.2M	+950	$8.3M	$10.6M	9,680	10,630
position key `pos:13432` · issuer key `iss:411` COM	ADD	+$2.1M	+132	$8.4M	$10.5M	14,717	14,849
position key `pos:16666` · issuer key `iss:1013` EAFE GRWTH ETF	ADD	+$1.1M	+11,716	$9.4M	$10.5M	82,337	94,053
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$93.4K	−3,725	$10.4M	$10.3M	110,793	107,068
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$1.9M	−803	$12.1M	$10.2M	21,264	20,461
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$258K	+451	$9.2M	$8.9M	26,702	27,153
position key `pos:10455` · issuer key `iss:1091` COM NEW	ADD	+$2.1M	+1,779	$6.7M	$8.8M	39,347	41,126
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$1.9M	+2,114	$6.6M	$8.5M	23,074	25,188
position key `pos:12492` · issuer key `iss:810` COM NEW	TRIM	−$769K	−140	$9.3M	$8.5M	30,046	29,906
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$533K	+3,270	$7.7M	$8.2M	53,488	56,758
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$2.7M	+3,483	$5.5M	$8.2M	36,029	39,512
position key `pos:11938` · issuer key `iss:834` COM	ADD	−$136K	+202	$8.2M	$8.0M	9,312	9,514
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$1.5M	+5,747	$6.0M	$7.5M	56,534	62,281
position key `pos:11515` · issuer key `iss:1633` US SML CAP ETF	ADD	+$388K	+8,204	$7.1M	$7.5M	248,521	256,725
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$453K	+5,185	$7.0M	$7.4M	90,822	96,007
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$689K	+1,853	$6.7M	$7.4M	21,891	23,744
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$1.3M	+10,333	$5.9M	$7.2M	84,307	94,640
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	ADD	+$277K	+655	$6.8M	$7.1M	26,506	27,161
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$1.8M	+149	$5.0M	$6.8M	7,693	7,842
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$1.8M	+391	$5.0M	$6.8M	19,493	19,884
position key `pos:14060` · issuer key `iss:47` COM	ADD	+$7.4K	+1,697	$6.7M	$6.8M	31,487	33,184
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$865K	−64	$7.6M	$6.7M	137,955	137,891
position key `pos:16072` · issuer key `iss:1370` COM	ADD	−$1.9M	+1,172	$8.4M	$6.5M	43,200	44,372
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$605K	+1,548	$5.9M	$6.5M	32,239	33,787
position key `pos:18187` · issuer key `iss:1040` COM NEW	ADD	+$1.2M	+45	$5.2M	$6.3M	4,261	4,306
position key `pos:17899` · issuer key `iss:1745` COM	ADD	+$667K	+2,821	$5.5M	$6.1M	35,520	38,341
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$875K	+4,327	$5.2M	$6.1M	32,326	36,653
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$1.7M	+1,970	$4.3M	$6.0M	10,180	12,150
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$2.0M	+3,702	$3.8M	$5.9M	6,130	9,832
position key `pos:11688` · issuer key `iss:1955` COM	ADD	−$755K	+2,650	$6.6M	$5.9M	71,078	73,728
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$1.4M	−507	$7.1M	$5.7M	24,081	23,574
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$610K	−24	$5.0M	$5.6M	15,786	15,762
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$769K	+1,170	$4.8M	$5.5M	14,548	15,718
position key `pos:10128` · issuer key `iss:1413` COM	ADD	+$500K	+458	$4.9M	$5.4M	5,559	6,017
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$901K	+726	$6.1M	$5.2M	16,614	17,340
position key `pos:15168` · issuer key `iss:456` COM NEW	ADD	+$39.6K	+1,610	$5.1M	$5.1M	43,600	45,210
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	−$271K	+737	$5.4M	$5.1M	30,295	31,032
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$754K	+2,558	$4.4M	$5.1M	30,311	32,869
position key `pos:11431` · issuer key `cusip6:92206C` INT-TERM CORP	ADD	+$385K	+5,330	$4.7M	$5.1M	55,810	61,140
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$807K	+1,722	$4.2M	$5.0M	34,090	35,812
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$427K	−612	$5.4M	$4.9M	39,773	39,161
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$1.1M	+1,323	$3.8M	$4.9M	14,065	15,388
position key `pos:16441` · issuer key `iss:16` COM	ADD	+$1.1M	+17,343	$3.6M	$4.7M	146,444	163,787
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	ADD	+$299K	+1,205	$4.3M	$4.6M	36,188	37,393
position key `pos:16115` · issuer key `iss:1869` COM	TRIM	−$998K	−117	$5.4M	$4.4M	16,230	16,113
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$188K	+1,152	$4.1M	$4.3M	17,199	18,351
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$720K	+1,718	$3.6M	$4.3M	44,481	46,199
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$1.5M	+3,538	$2.6M	$4.2M	28,204	31,742
position key `pos:16278` · issuer key `iss:390` COM	ADD	−$1.2M	+734	$5.3M	$4.2M	22,064	22,798
position key `pos:17173` · issuer key `iss:1138` COM	ADD	+$1.4M	+1,145	$2.7M	$4.1M	5,561	6,706
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$523K	+314	$4.5M	$3.9M	7,700	8,014
position key `pos:14081` · issuer key `iss:2235` SHS	ADD	+$323K	+165	$3.6M	$3.9M	9,226	9,391
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$242K	+185	$4.1M	$3.9M	3,869	4,054
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$1.2M	+12,765	$2.6M	$3.8M	63,656	76,421
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	+$245K	+3,827	$3.6M	$3.8M	27,251	31,078
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$501K	+1,091	$3.3M	$3.8M	10,558	11,649
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$1.0M	−247	$4.8M	$3.8M	8,461	8,214
position key `pos:17201` · issuer key `iss:1208` COM	ADD	+$203K	+10	$3.5M	$3.7M	4,320	4,330
position key `pos:13876` · issuer key `iss:917` COM	ADD	+$824K	+1,666	$2.8M	$3.6M	14,446	16,112
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$436K	+1,153	$3.2M	$3.6M	13,820	14,973
position key `pos:15220` · issuer key `iss:1725` COM	ADD	+$152K	+1,147	$3.4M	$3.6M	9,810	10,957
position key `pos:11177` · issuer key `iss:1956` COM	ADD	+$399K	+964	$3.2M	$3.6M	17,206	18,170
position key `pos:14712` · issuer key `iss:537` CL A	ADD	−$367K	+737	$3.9M	$3.5M	8,354	9,091
position key `pos:12366` · issuer key `iss:22` COM	ADD	−$726K	+413	$4.3M	$3.5M	33,948	34,361
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$635K	−483	$4.0M	$3.4M	8,295	7,812
position key `pos:15015` · issuer key `iss:92` COM	ADD	+$618K	+3,319	$2.8M	$3.4M	47,922	51,241
position key `pos:15578` · issuer key `iss:2205` ORD SHS	TRIM	+$910K	−315	$2.4M	$3.4M	8,878	8,563

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 11

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:14171` · issuer key `iss:1813` COM	NO CHANGE	−$194K	$1.5M	$1.3M	1,144	1,144
position key `pos:11020` · issuer key `iss:255` CL A	NO CHANGE	−$36.7K	$755K	$718K	1	1
position key `pos:17905` · issuer key `iss:1981` US LARGECAP DIVD	NO CHANGE	+$5.9K	$415K	$421K	4,710	4,710
position key `sid:sec:prov:1d6e641966ead8546e2027abeb23716c` · issuer key `cusip6:233051` XTRACK MSCI EAFE	NO CHANGE	+$10.7K	$397K	$408K	8,262	8,262
position key `pos:16386` · issuer key `iss:1178` COM	NO CHANGE	−$21.7K	$428K	$406K	11,794	11,794
position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `cusip6:92204A` COMM SRVC ETF	NO CHANGE	−$26.7K	$375K	$348K	1,937	1,937
position key `sid:sec:prov:488dfc3b9f2a70e097922ba25872b381` · issuer key `cusip6:58844R` COM	NO CHANGE	+$66.4K	$255K	$322K	7,500	7,500
position key `sid:sec:prov:00a25f4a84847354c011dafcd8898293` · issuer key `cusip6:746729` FRANKLIN NEW JER	NO CHANGE	−$1.4K	$242K	$241K	27,655	27,655
position key `sid:sec:prov:3e664a70f37f6f6ca2402e9fab2d5e40` · issuer key `cusip6:27828S` COM	NO CHANGE	−$29.7K	$230K	$200K	9,957	9,957
position key `pos:10723` · issuer key `iss:2163` COM CL C	NO CHANGE	+$7.6K	$121K	$129K	10,994	10,994
position key `pos:12066` · issuer key `iss:1464` COM NEW	NO CHANGE	+$3.6K	$24.5K	$28.1K	12,414	12,414

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 654 issuers · $2.4B disclosed value over 690 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

J P MORGAN EXCHANGE TRADED F

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$213M	4,262,379
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$773K	16,775

ticker not yet mapped

$214M

4,279,154

8.9%

—

ISHARES TR

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$144M	1,590,254
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$241K	1,005

ticker not yet mapped

$144M

1,591,259

6.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$105M

602,234

4.4%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$104M

1,485,283

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$96.7M

381,218

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$39.8M	138,485
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$33.6M	117,008

$73.4M

255,493

3.1%

—

NEW YORK LIFE INVTS ACTIVE E · NYLI MACKAY MUN CUSIP 45409F827
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$71.0M

2,944,732

3.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$59.8M

161,656

2.5%

—

FRANKLIN TEMPLETON ETF TR · FRANKLIN DYN MUN CUSIP 35473P868
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$58.7M

2,365,948

2.5%

—

SPDR INDEX SHS FDS

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for SPDR INDEX SHS FDS, as it reported them
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X889 src ↗	$34.3M	750,306
SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509 src ↗	$22.8M	486,722

ticker not yet mapped

$57.1M

1,237,028

2.4%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$56.7M

885,176

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$43.9M

210,911

1.8%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$37.1M

369,041

1.6%

—

VICTORY PORTFOLIOS II · CORE INTERMEDIAT CUSIP 92647N527
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$36.3M

771,328

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$35.7M

115,240

1.5%

—

VANGUARD MALVERN FDS · CORE BD ETF CUSIP 922020748
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$35.1M

453,083

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$29.1M

50,943

1.2%

—

ISHARES TR

5 positions · 5 reported rows

Rows Meeder Advisory Services, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$14.7M	344,603
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$10.5M	94,053
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$1.4M	27,571
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$278K	3,733
ISHARES TR · MRGSTR MD CP GRW CUSIP — src ↗	$275K	3,487

ticker not yet mapped

$27.1M

473,447

1.1%

—

FIRST TR EXCH TRADED FD III · MUNI HI INCM ETF CUSIP 33739P301
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$25.8M

542,231

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$23.7M

80,435

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.9M

56,250

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$20.5M

120,858

0.9%

—

VANGUARD INDEX FDS

8 positions · 8 reported rows

Rows Meeder Advisory Services, Inc. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$7.1M	27,161
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$5.9M	9,832
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$3.4M	7,812
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$2.6M	13,309
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$529K	2,054
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$398K	1,242
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$234K	1,078
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$217K	719

ticker not yet mapped

$20.4M

63,207

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$17.9M

19,473

0.7%

BERKSHIRE HATHAWAY INC DEL

2 positions · 2 reported rows

Rows Meeder Advisory Services, Inc. reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$17.2M	35,827
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$718K	1

$17.9M

35,828

0.7%

—

VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$16.9M

179,533

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$15.6M

63,813

0.7%

—

VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$14.9M

276,448

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$14.9M

119,912

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.4M

37,742

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$11.3M

51,790

0.5%

—

ISHARES TR

11 positions · 11 reported rows

Rows Meeder Advisory Services, Inc. reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$4.6M	37,393
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$1.4M	2,079
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$1.3M	13,414
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$916K	2,149
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$637K	3,016
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$575K	5,080
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$411K	1,923
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$409K	1,148
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$289K	1,864
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$239K	3,544
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$216K	2,219

ticker not yet mapped

$11.0M

73,829

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.9M

74,830

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.6M

10,630

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.5M

14,849

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.3M

107,068

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$10.2M

20,461

0.4%

—

SCHWAB STRATEGIC TR

5 positions · 5 reported rows

Rows Meeder Advisory Services, Inc. reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$7.5M	256,725
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$1.0M	42,292
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$643K	22,088
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$521K	15,810
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$295K	10,577

ticker not yet mapped

$10.0M

347,492

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.9M

27,153

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.8M

41,126

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

25,188

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.5M

29,906

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.2M

56,758

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.2M

39,512

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$8.0M

9,514

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.5M

62,281

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.4M

96,007

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.4M

23,744

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$7.2M

94,640

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.8M

7,842

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.8M

19,884

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.8M

33,184

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.7M

137,891

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.5M

44,372

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.5M

33,787

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.3M

4,306

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.1M

38,341

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.1M

36,653

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$6.0M

12,150

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.9M

73,728

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.7M

23,574

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.6M

15,762

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.5M

15,718

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PARKER-HANNIFIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.4M

6,017

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.2M

17,340

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.1M

45,210

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.1M

31,032

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.1M

32,869

0.2%

—

VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

ticker not yet mapped

$5.1M

61,140

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$5.0M

35,812

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.9M

39,161

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.9M

15,388

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.7M

163,787

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.4M

16,113

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.3M

18,351

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.3M

46,199

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.2M

31,742

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.2M

22,798

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$4.1M

6,706

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.9M

8,014

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANE TECHNOLOGIES PLC · SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.9M

9,391

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.9M

4,054

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

76,421

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

31,078

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

11,649

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.8M

8,214

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.7M

4,330

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

16,112

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

14,973

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

10,957

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLTOWER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.6M

18,170

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC · CL A CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.5M

9,091

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.5M

34,361

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.4M

51,241

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.4M

8,563

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.3M

5,889

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.3M

116,700

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.2M

44,742

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.2M

18,964

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-07 +37d

src ↗

$3.2M

34,035

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 57.8%below median 80.0%
Concentration index: 231 bpsbelow median 446 bps
Positions with value: 690 / 690median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 57.8% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 231 · QoQ moves: 733

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Meeder Advisory Services, Inc.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).