Market Value1,188,898,514
Total Holdings434
File Date2025-06-17
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
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Current
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AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
EFNL / iShares Trust - iShares MSCI Finland ETF
SPY / SPDR S&P 500 ETF
TIP / iShares Trust - iShares TIPS Bond ETF
WFC / Wells Fargo & Company
META / Meta Platforms, Inc.
MCO / Moody's Corporation
LOW / Lowe's Companies, Inc.
CELH / Celsius Holdings, Inc.
BMRN / BioMarin Pharmaceutical Inc.
SPGI / S&P Global Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MO / Altria Group, Inc.
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
GLD / SPDR Gold Trust
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
EWG / iShares, Inc. - iShares MSCI Germany ETF
RRC / Range Resources Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ROK / Rockwell Automation, Inc.
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
DY / Dycom Industries, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
DWM / WisdomTree Trust - WisdomTree International Equity Fund
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
BNL / Broadstone Net Lease, Inc.
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
SCYB / Schwab Strategic Trust - Schwab High Yield Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
EFSI / Eagle Financial Services, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
USPH / U.S. Physical Therapy, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
COPX / Global X Funds - Global X Copper Miners ETF
DVY / iShares Trust - iShares Select Dividend ETF
TKO / TKO Group Holdings, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
EOG / EOG Resources, Inc.
OKE / ONEOK, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AAPL / Apple Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PM / Philip Morris International Inc.
COP / ConocoPhillips
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
BMY / Bristol-Myers Squibb Company
AMAT / Applied Materials, Inc.
CHKP / Check Point Software Technologies Ltd.
BKNG / Booking Holdings Inc.
TRGP / Targa Resources Corp.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
CSCO / Cisco Systems, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PINS / Pinterest, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
GPC / Genuine Parts Company
MDY / SPDR S&P MidCap 400 ETF Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
MU / Micron Technology, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
AFL / Aflac Incorporated
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
MSTR / Strategy Inc
GD / General Dynamics Corporation
GILD / Gilead Sciences, Inc.
TT / Trane Technologies plc
CME / CME Group Inc.
KLAC / KLA Corporation
EA / Electronic Arts Inc.
ADBE / Adobe Inc.
ZTS / Zoetis Inc.
WM / Waste Management, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
EWO / iShares, Inc. - iShares MSCI Austria ETF
NOW / ServiceNow, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
MMM / 3M Company
IVV / iShares Trust - iShares Core S&P 500 ETF
CASY / Casey's General Stores, Inc.
COR / Cencora, Inc.
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
INTU / Intuit Inc.
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
AGCO / AGCO Corporation
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
SYY / Sysco Corporation
KBE / SPDR Series Trust - SPDR S&P Bank ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
RTH / VanEck ETF Trust - VanEck Retail ETF
CI / The Cigna Group
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
REGN / Regeneron Pharmaceuticals, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CRWD / CrowdStrike Holdings, Inc.
UNP / Union Pacific Corporation
BRO / Brown & Brown, Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
SAM / The Boston Beer Company, Inc.
FIS / Fidelity National Information Services, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
RAYS / Global X Funds - Global X Solar ETF
NBTB / NBT Bancorp Inc.
EPOL / iShares Trust - iShares MSCI Poland ETF
UPS / United Parcel Service, Inc.
ALNT / Allient Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
SCL / Stepan Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
MRK / Merck & Co., Inc.
NSC / Norfolk Southern Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SHW / The Sherwin-Williams Company
STZ / Constellation Brands, Inc.
NGVT / Ingevity Corporation
HON / Honeywell International Inc.
BDC / Belden Inc.
VRTX / Vertex Pharmaceuticals Incorporated
NOC / Northrop Grumman Corporation
CAT / Caterpillar Inc.
JPM / JPMorgan Chase & Co.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
XOM / Exxon Mobil Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
KO / The Coca-Cola Company
NVDA / NVIDIA Corporation
NFLX / Netflix, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
ACN / Accenture plc
IDXX / IDEXX Laboratories, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RY / Royal Bank of Canada
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
NEM / Newmont Corporation
DIS / The Walt Disney Company
QQQ / Invesco QQQ Trust, Series 1
GOOGL / Alphabet Inc.
PAYX / Paychex, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
URA / Global X Funds - Global X Uranium ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IXN / iShares Trust - iShares Global Tech ETF
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SIL / Global X Funds - Global X Silver Miners ETF
UMI / USCF ETF Trust - USCF Midstream Energy Income Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CCK / Crown Holdings, Inc.
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PEP / PepsiCo, Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FI / Fiserv, Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
TSLA / Tesla, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
AMT / American Tower Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
MRVL / Marvell Technology, Inc.
CPB / The Campbell's Company
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
ABBV / AbbVie Inc.
AEP / American Electric Power Company, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LLY / Eli Lilly and Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
RTX / RTX Corporation
USB / U.S. Bancorp
BA / The Boeing Company
MEI / Methode Electronics, Inc.
HD / The Home Depot, Inc.
MTB / M&T Bank Corporation
PEG / Public Service Enterprise Group Incorporated
CVX / Chevron Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
MCD / McDonald's Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
UNH / UnitedHealth Group Incorporated
WMT / Walmart Inc.
XEL / Xcel Energy Inc.
PG / The Procter & Gamble Company
LMT / Lockheed Martin Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
BAC / Bank of America Corporation
GS / The Goldman Sachs Group, Inc.
AVGO / Broadcom Inc.
TXN / Texas Instruments Incorporated
ETR / Entergy Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
EMR / Emerson Electric Co.
MA / Mastercard Incorporated
DTE / DTE Energy Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
APH / Amphenol Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
PLTR / Palantir Technologies Inc.
BUXX / EA Series Trust - Strive Enhanced Income Short Maturity ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
CDNS / Cadence Design Systems, Inc.
WPC / W. P. Carey Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
DAR / Darling Ingredients Inc.
WEC / WEC Energy Group, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
GOOG / Alphabet Inc.
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
IBIT / iShares Bitcoin Trust ETF
ADI / Analog Devices, Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
XT / iShares Trust - iShares Exponential Technologies ETF
OXM / Oxford Industries, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SOXX / iShares Trust - iShares Semiconductor ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
INDA / iShares Trust - iShares MSCI India ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LW / Lamb Weston Holdings, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
PSL / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Staples Momentum ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
EWUS / iShares Trust - iShares MSCI United Kingdom Small-Cap ETF
AMZN / Amazon.com, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
ALL / The Allstate Corporation
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AXP / American Express Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
TRNS / Transcat, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AWI / Armstrong World Industries, Inc.
BRK.A / Berkshire Hathaway Inc.
BOOT / Boot Barn Holdings, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MBB / iShares Trust - iShares MBS ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
CAH / Cardinal Health, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
DORM / Dorman Products, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PANW / Palo Alto Networks, Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
TKR / The Timken Company
ABT / Abbott Laboratories
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IBM / International Business Machines Corporation
BCO / The Brink's Company
GWW / W.W. Grainger, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SWKS / Skyworks Solutions, Inc.
T / AT&T Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IDV / iShares Trust - iShares International Select Dividend ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
OEF / iShares Trust - iShares S&P 100 ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DOX / Amdocs Limited
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ZS / Zscaler, Inc.
SO / The Southern Company
MSI / Motorola Solutions, Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PPL / PPL Corporation
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SOLV / Solventum Corporation
AMGN / Amgen Inc.
DOW / Dow Inc.
GE / General Electric Company
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
STRV / EA Series Trust - Strive 500 ETF
NEE / NextEra Energy, Inc.
MDLZ / Mondelez International, Inc.
TGT / Target Corporation
CL / Colgate-Palmolive Company
LHX / L3Harris Technologies, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
V / Visa Inc.
GEV / GE Vernova Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LPX / Louisiana-Pacific Corporation
CRM / Salesforce, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BDX / Becton, Dickinson and Company
CMS / CMS Energy Corporation
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
MS / Morgan Stanley
JNJ / Johnson & Johnson
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VZ / Verizon Communications Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
PHYS / Sprott Physical Gold Trust
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ADP / Automatic Data Processing, Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
GBTC / Grayscale Bitcoin Trust (BTC)
MLPA / Global X Funds - Global X MLP ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
ICE / Intercontinental Exchange, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DHR / Danaher Corporation
CMCSA / Comcast Corporation
ORCL / Oracle Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
DD / DuPont de Nemours, Inc.
BRK.B / Berkshire Hathaway Inc.
CTVA / Corteva, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
COST / Costco Wholesale Corporation
EW / Edwards Lifesciences Corporation
MUSA / Murphy USA Inc.
TJX / The TJX Companies, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
LOB / Live Oak Bancshares, Inc.
MCK / McKesson Corporation
ROST / Ross Stores, Inc.
SYK / Stryker Corporation
ETN / Eaton Corporation plc
IWN / iShares Trust - iShares Russell 2000 Value ETF
EPAC / Enerpac Tool Group Corp.
HDV / iShares Trust - iShares Core High Dividend ETF
IWM / iShares Trust - iShares Russell 2000 ETF
QCOM / QUALCOMM Incorporated
FNF / Fidelity National Financial, Inc.
MSFT / Microsoft Corporation
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PKG / Packaging Corporation of America