Market Value265,775,642
Total Holdings348
File Date2024-08-12
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
CRWD / CrowdStrike Holdings, Inc.
MAR / Marriott International, Inc.
FAST / Fastenal Company
EG / Everest Group, Ltd.
XOM / Exxon Mobil Corporation
LNC / Lincoln National Corporation
CAT / Caterpillar Inc.
LQDA / Liquidia Corporation
GS / The Goldman Sachs Group, Inc.
MDLZ / Mondelez International, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
GL / Globe Life Inc.
DELL / Dell Technologies Inc.
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
PWR / Quanta Services, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AMD / Advanced Micro Devices, Inc.
BRK.B / Berkshire Hathaway Inc.
HON / Honeywell International Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
UPS / United Parcel Service, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
IBB / iShares Trust - iShares Biotechnology ETF
PH / Parker-Hannifin Corporation
DIS / The Walt Disney Company
AMZN / Amazon.com, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
COM / Direxion Shares ETF Trust - Direxion Auspice Broad Commodity Strategy ETF
TJX / The TJX Companies, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
CDNS / Cadence Design Systems, Inc.
AMG / Affiliated Managers Group, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
ENPH / Enphase Energy, Inc.
TBIL / The RBB Fund, Inc. - F/m US Treasury 3 Month Bill ETF
VZ / Verizon Communications Inc.
WMT / Walmart Inc.
LEN / Lennar Corporation
SPGI / S&P Global Inc.
HD / The Home Depot, Inc.
ANET / Arista Networks Inc
DHR / Danaher Corporation
NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CMG / Chipotle Mexican Grill, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
CVNA / Carvana Co.
CSX / CSX Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AAPL / Apple Inc.
MLM / Martin Marietta Materials, Inc.
PFE / Pfizer Inc.
GOOG / Alphabet Inc.
MNST / Monster Beverage Corporation
PEG / Public Service Enterprise Group Incorporated
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
LIN / Linde plc
UEVM / Victory Portfolios II - VictoryShares Emerging Markets Value Momentum ETF
ZTS / Zoetis Inc.
MTB / M&T Bank Corporation
GILD / Gilead Sciences, Inc.
JNJ / Johnson & Johnson
CF / CF Industries Holdings, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
GOOGL / Alphabet Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SRE / Sempra
CB / Chubb Limited
APA / APA Corporation
AVGO / Broadcom Inc.
WMB / The Williams Companies, Inc.
TSCO / Tractor Supply Company
ABBV / AbbVie Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SLV / iShares Silver Trust
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ARCB / ArcBest Corporation
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
INDA / iShares Trust - iShares MSCI India ETF
FICO / Fair Isaac Corporation
WTMF / WisdomTree Trust - WisdomTree Managed Futures Strategy Fund
META / Meta Platforms, Inc.
QCOM / QUALCOMM Incorporated
IYH / iShares Trust - iShares U.S. Healthcare ETF
AXON / Axon Enterprise, Inc.
CPRT / Copart, Inc.
NKE / NIKE, Inc.
ADI / Analog Devices, Inc.
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
NUE / Nucor Corporation
ON / ON Semiconductor Corporation
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
CSF / Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
YUM / Yum! Brands, Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
KEYS / Keysight Technologies, Inc.
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
PYPL / PayPal Holdings, Inc.
CI / The Cigna Group
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
TPR / Tapestry, Inc.
FTV / Fortive Corporation
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
CSGP / CoStar Group, Inc.
IPG / The Interpublic Group of Companies, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SWKS / Skyworks Solutions, Inc.
RL / Ralph Lauren Corporation
HBAN / Huntington Bancshares Incorporated
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
OUSM / ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF
NXPI / NXP Semiconductors N.V.
IDXX / IDEXX Laboratories, Inc.
EA / Electronic Arts Inc.
DE / Deere & Company
VRSK / Verisk Analytics, Inc.
URI / United Rentals, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
TIP / iShares Trust - iShares TIPS Bond ETF
DXCM / DexCom, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
MKTX / MarketAxess Holdings Inc.
NDAQ / Nasdaq, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
QLVD / FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
RF / Regions Financial Corporation
AGZD / WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
BIIB / Biogen Inc.
CME / CME Group Inc.
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
LULU / lululemon athletica inc.
BTAL / AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
AMAT / Applied Materials, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
ZECP / Zacks Trust - Zacks Earnings Consistent Portfolio ETF
IYF / iShares Trust - iShares U.S. Financials ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
AON / Aon plc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
MMM / 3M Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IBM / International Business Machines Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SNPS / Synopsys, Inc.
WSM / Williams-Sonoma, Inc.
UTEN / The RBB Fund, Inc. - F/m US Treasury 10 Year Note ETF
EOG / EOG Resources, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
STT / State Street Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
TXN / Texas Instruments Incorporated
MKFG / Markforged Holding Corporation
ETSY / Etsy, Inc.
MDT / Medtronic plc
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IYE / iShares Trust - iShares U.S. Energy ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
TSLA / Tesla, Inc.
EBAY / eBay Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
AGOX / Starboard Investment Trust - Adaptive Alpha Opportunities ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
FFIV / F5, Inc.
FDS / FactSet Research Systems Inc.
ADSK / Autodesk, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
HSY / The Hershey Company
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
LLY / Eli Lilly and Company
SCHW / The Charles Schwab Corporation
PNC / The PNC Financial Services Group, Inc.
SLB / Schlumberger Limited
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
CECO / CECO Environmental Corp.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
QQQ / Invesco QQQ Trust, Series 1
IWM / iShares Trust - iShares Russell 2000 ETF
UTWO / The RBB Fund, Inc. - F/m US Treasury 2 Year Note ETF
UNH / UnitedHealth Group Incorporated
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MSCI / MSCI Inc.
GE / General Electric Company
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
KO / The Coca-Cola Company
ADP / Automatic Data Processing, Inc.
JOET / Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
SUN / Sunoco LP - Limited Partnership
UNP / Union Pacific Corporation
HYHG / ProShares Trust - ProShares High Yield - Interest Rate Hedged
TDG / TransDigm Group Incorporated
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MBB / iShares Trust - iShares MBS ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
COST / Costco Wholesale Corporation
MCO / Moody's Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
EW / Edwards Lifesciences Corporation
VIK / Viking Holdings Ltd
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
V / Visa Inc.
MHD / BlackRock MuniHoldings Fund, Inc.
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
RHTX / Starboard Investment Trust - RH Tactical Outlook ETF
PEP / PepsiCo, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
FI / Fiserv, Inc.
ABT / Abbott Laboratories
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
NVDA / NVIDIA Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
BBDC / Barings BDC, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
MA / Mastercard Incorporated
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
MSFT / Microsoft Corporation
HYZD / WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
PLD / Prologis, Inc.
CVS / CVS Health Corporation
EMR / Emerson Electric Co.
ACN / Accenture plc
CM / Canadian Imperial Bank of Commerce
QWLD / SPDR Index Shares Funds - SPDR MSCI World StrategicFactors ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
T / AT&T Inc.
FLQS / Franklin Templeton ETF Trust - Franklin U.S. Small Cap Multifactor Index ETF
PSX / Phillips 66
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund
MDY / SPDR S&P MidCap 400 ETF Trust
GLD / SPDR Gold Trust
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
MFEM / PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TD / The Toronto-Dominion Bank
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
MSI / Motorola Solutions, Inc.
GD / General Dynamics Corporation
SCCO / Southern Copper Corporation
CSCO / Cisco Systems, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
TRV / The Travelers Companies, Inc.
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
WST / West Pharmaceutical Services, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
PAYX / Paychex, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
SHOP / Shopify Inc.
WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
OC / Owens Corning
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
NTAP / NetApp, Inc.
CRL / Charles River Laboratories International, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SPY / SPDR S&P 500 ETF
ORCL / Oracle Corporation
GSG / iShares S&P GSCI Commodity-Indexed Trust
VMC / Vulcan Materials Company
GLOV / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
APH / Amphenol Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DBEM / DBX ETF Trust - Xtrackers MSCI Emerging Markets Hedged Equity ETF
BAC / Bank of America Corporation
SYY / Sysco Corporation
TPL / Texas Pacific Land Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
RMIF / ETF Series Solutions - LHA Risk-Managed Income ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
RSPD / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
STLD / Steel Dynamics, Inc.
MPC / Marathon Petroleum Corporation
RECS / Columbia ETF Trust I - Columbia Research Enhanced Core ETF
NEN / New England Realty Associates Limited Partnership - Depositary Receipt (Common Stock)
QVMM / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ET / Energy Transfer LP - Limited Partnership
HIG / The Hartford Insurance Group, Inc.
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TXT / Textron Inc.
WRB / W. R. Berkley Corporation
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
NJR / New Jersey Resources Corporation
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
FXZ / First Trust Exchange-Traded AlphaDEX Fund - First Trust Materials AlphaDEX Fund
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
WFC / Wells Fargo & Company
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
NVD / GraniteShares ETF Trust - GraniteShares 2x Short NVDA Daily ETF
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
IT / Gartner, Inc.
AMGN / Amgen Inc.
TER / Teradyne, Inc.
IAU / iShares Gold Trust
ISRG / Intuitive Surgical, Inc.
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
AMP / Ameriprise Financial, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MCD / McDonald's Corporation
FISR / SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SNA / Snap-on Incorporated
PG / The Procter & Gamble Company
AMAX / Starboard Investment Trust - Adaptive Hedged Multi-Asset Income ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ECL / Ecolab Inc.
ETN / Eaton Corporation plc
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
LOW / Lowe's Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KKR / KKR & Co. Inc.
ZBH / Zimmer Biomet Holdings, Inc.
EXPE / Expedia Group, Inc.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
MRK / Merck & Co., Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
RSG / Republic Services, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FLSP / Franklin Templeton ETF Trust - Franklin Systematic Style Premia ETF
NVR / NVR, Inc.
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
USB / U.S. Bancorp
INTU / Intuit Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ORLY / O'Reilly Automotive, Inc.
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
SWK / Stanley Black & Decker, Inc.
SAVA / Cassava Sciences, Inc.
CVX / Chevron Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
REGN / Regeneron Pharmaceuticals, Inc.
UI / Ubiquiti Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
IEX / IDEX Corporation
RHI / Robert Half Inc.
CL / Colgate-Palmolive Company
NSC / Norfolk Southern Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
ITW / Illinois Tool Works Inc.
RMD / ResMed Inc.
BRO / Brown & Brown, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
EFX / Equifax Inc.
CBOE / Cboe Global Markets, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
CSML / IndexIQ ETF Trust - IQ U.S. Small Cap ETF
ATKR / Atkore Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AXP / American Express Company
FTNT / Fortinet, Inc.
MMC / Marsh & McLennan Companies, Inc.
JPM / JPMorgan Chase & Co.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ADBE / Adobe Inc.
SBUX / Starbucks Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF