| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| MASI / Masimo Corporation
|
|
|
|
|
|
|
|
| QRVO / Qorvo, Inc.
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
| SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| MPC / Marathon Petroleum Corporation
|
|
|
|
|
|
|
|
| MGEE / MGE Energy, Inc.
|
|
|
|
|
|
|
|
| DOV / Dover Corporation
|
|
|
|
|
|
|
|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| ABNB / Airbnb, Inc.
|
|
|
|
|
|
|
|
| FKGRX / Franklin Custodian Funds - Franklin Growth Fund Class A1
|
|
|
|
|
|
|
|
| VEEV / Veeva Systems Inc.
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
|
|
| VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| WAT / Waters Corporation
|
|
|
|
|
|
|
|
| BMO / Bank of Montreal
|
|
|
|
|
|
|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
| VINIX / Vanguard Institutional Index Funds - Vanguard Institutional Index Institutional Class
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| EFX / Equifax Inc.
|
|
|
|
|
|
|
|
| WAEMX / Wasatch Funds Trust - Wasatch Emerging Markets Small Cap Fund Investor Class
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| CIM / Chimera Investment Corporation
|
|
|
|
|
|
|
|
| ACIW / ACI Worldwide, Inc.
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| BALL / Ball Corporation
|
|
|
|
|
|
|
|
| TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| RMD / ResMed Inc.
|
|
|
|
|
|
|
|
| SNPS / Synopsys, Inc.
|
|
|
|
|
|
|
|
| ALNY / Alnylam Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| PFG / Principal Financial Group, Inc.
|
|
|
|
|
|
|
|
| BRC / Brady Corporation
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| MAR / Marriott International, Inc.
|
|
|
|
|
|
|
|
| TYL / Tyler Technologies, Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
| LXRX / Lexicon Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| NAVI / Navient Corporation
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
| 0JCT / Intuit Inc.
|
|
|
|
|
|
|
|
| OSK / Oshkosh Corporation
|
|
|
|
|
|
|
|
| TBGVX / Tweedy Browne Fund Inc - Tweedy Browne International Value Fd USD
|
|
|
|
|
|
|
|
| ADYEY / Adyen N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ZBH / Zimmer Biomet Holdings, Inc.
|
|
|
|
|
|
|
|
| EQUATORIALE HOLDINGS PTE
/ (202215044) |
|
|
|
|
|
|
|
| MENASHA CORP
/ (FJG456208) |
|
|
|
|
|
|
|
| SWIBER HOLDINGS LTD
/ (Y8318F125) |
|
|
|
|
|
|
|
| BAIRD MIDCAP FUND
/ MFD (057071813) |
|
|
|
|
|
|
|
| BAIRD SHORT-TERM MUNI BOND
/ MFD (057071631) |
|
|
|
|
|
|
|
| FUNDAMENTAL INVESTORS
/ MFD (360802102) |
|
|
|
|
|
|
|
| JANUS HENDERSON FORTY FUND CLA
/ MFD (47103A625) |
|
|
|
|
|
|
|
| PUTNAM GROWTH OPPTY CL A
/ MFD (746802800) |
|
|
|
|
|
|
|
| SCHWAB TOTAL STOCK MKT-SEL
/ MFD (808509756) |
|
|
|
|
|
|
|
| TOTAL MARKETS EQUITY POOL
/ MFD (808516702) |
|
|
|
|
|
|
|
| WASATCH MICRO CAP VALUE FD
/ MFD (936793504) |
|
|
|
|
|
|
|
| NUVEEN WI MUNICIPAL BD
/ BMD (67065R721) |
|
|
|
|
|
|
|
| DCI / Donaldson Company, Inc.
|
|
|
|
|
|
|
|
| US9229086940 / Vanguard Extended Market Index Admiral Shares
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
| MJMJ / The MaryJane Group, Inc.
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| TXG / 10x Genomics, Inc.
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| GWW / W.W. Grainger, Inc.
|
|
|
|
|
|
|
|
| HSIC / Henry Schein, Inc.
|
|
|
|
|
|
|
|
| VRSN / VeriSign, Inc.
|
|
|
|
|
|
|
|
| GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| ZS / Zscaler, Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| MKC / McCormick & Company, Incorporated
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| KHC / The Kraft Heinz Company
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ILMN / Illumina, Inc.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| PTC / PTC Inc.
|
|
|
|
|
|
|
|
| SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| C / Citigroup Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| CHD / Church & Dwight Co., Inc.
|
|
|
|
|
|
|
|
| 210371100 / Constellation Energy Group Inc
|
|
|
|
|
|
|
|
| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
| 89342J108 / Trans-Pacific Aerospace Company, Inc.
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
| LYV / Live Nation Entertainment, Inc.
|
|
|
|
|
|
|
|
| ASB / Associated Banc-Corp
|
|
|
|
|
|
|
|
| ENPH / Enphase Energy, Inc.
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
|
|
| PBH / Prestige Consumer Healthcare Inc.
|
|
|
|
|
|
|
|
| NIC / Nicolet Bankshares, Inc.
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| IYY / iShares Trust - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| MBWM / Mercantile Bank Corporation
|
|
|
|
|
|
|
|
| CTSH / Cognizant Technology Solutions Corporation
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| SJM / The J. M. Smucker Company
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| WHR / Whirlpool Corporation
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| JBL / Jabil Inc.
|
|
|
|
|
|
|
|
| RPM / RPM International Inc.
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
|
|
|
|
|
|
|
|
| BAOB / The Baraboo Bancorporation, Inc.
|
|
|
|
|
|
|
|
| RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| VLTO / Veralto Corporation
|
|
|
|
|
|
|
|
| SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
|
|
|
|
|
|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| BEN / Franklin Resources, Inc.
|
|
|
|
|
|
|
|
| AVTR / Avantor, Inc.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| WSFS / WSFS Financial Corporation
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| NRO / Neuberger Berman Real Estate Securities Income Fund Inc.
|
|
|
|
|
|
|
|
| EVTC / EVERTEC, Inc.
|
|
|
|
|
|
|
|
| PLXS / Plexus Corp.
|
|
|
|
|
|
|
|
| LNT / Alliant Energy Corporation
|
|
|
|
|
|
|
|
| NML / Neuberger Berman Energy Infrastructure and Income Fund Inc.
|
|
|
|
|
|
|
|
| VPMAX / Vanguard Chester Funds - Vanguard PRIMECAP Fund Admiral Class
|
|
|
|
|
|
|
|
| DNA / Ginkgo Bioworks Holdings, Inc.
|
|
|
|
|
|
|
|
| TROW / T. Rowe Price Group, Inc.
|
|
|
|
|
|
|
|
| IIF / Morgan Stanley India Investment Fund, Inc.
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| SRE / Sempra
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| HUBB / Hubbell Incorporated
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
|
|
|
|
|
|
|
| SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
| PRGFX / T. Rowe Price Growth Stock Fund Inc - T. Rowe Price Growth Stock Fund
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| IDXX / IDEXX Laboratories, Inc.
|
|
|
|
|
|
|
|
| VDE / Vanguard World Fund - Vanguard Energy ETF
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| INCY / Incyte Corporation
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| PEO / Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
|
|
| IONS / Ionis Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| FTV / Fortive Corporation
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| AMER / Emles Trust - Emles Made in America ETF
|
|
|
|
|
|
|
|
| CSGP / CoStar Group, Inc.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| GAFFX / Growth Fund Of America - Growth Fund of America - Class F-3
|
|
|
|
|
|
|
|
| RVT / Royce Small-Cap Trust, Inc.
|
|
|
|
|
|
|
|
| SSNC / SS&C Technologies Holdings, Inc.
|
|
|
|
|
|
|
|
| CALX / Calix, Inc.
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
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|
| ETHE / Grayscale Ethereum Trust
|
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
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| T / AT&T Inc.
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| COST / Costco Wholesale Corporation
|
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| CRWD / CrowdStrike Holdings, Inc.
|
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| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
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| LOW / Lowe's Companies, Inc.
|
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| CCI / Crown Castle Inc.
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| GEHC / GE HealthCare Technologies Inc.
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| KMB / Kimberly-Clark Corporation
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| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
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| MCK / McKesson Corporation
|
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| NVDA / NVIDIA Corporation
|
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| DELL / Dell Technologies Inc.
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|
| VWILX / Vanguard World Fund - Vanguard International Growth Fund Admiral Class
|
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| FIS / Fidelity National Information Services, Inc.
|
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| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
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| DDOG / Datadog, Inc.
|
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| KBE / SPDR Series Trust - SPDR S&P Bank ETF
|
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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| AEPFX / Europacific Growth Fund - EuroPacific Growth Fund, Class F-2
|
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|
|
|
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|
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| EXEL / Exelixis, Inc.
|
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
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| GS / The Goldman Sachs Group, Inc.
|
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| AEP / American Electric Power Company, Inc.
|
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| PB / Prosperity Bancshares, Inc.
|
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| ITW / Illinois Tool Works Inc.
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| ISRG / Intuitive Surgical, Inc.
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| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
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| HAINX / Harbor Funds - Harbor International Fund Institutional Class
|
|
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| IPDQF / ImpediMed Limited
|
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| OLED / Universal Display Corporation
|
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| AKAM / Akamai Technologies, Inc.
|
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
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| PANW / Palo Alto Networks, Inc.
|
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| EMR / Emerson Electric Co.
|
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| AME / AMETEK, Inc.
|
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| RMSL / REMSleep Holdings, Inc.
|
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| BTO / John Hancock Financial Opportunities Fund
|
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|
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| AMD / Advanced Micro Devices, Inc.
|
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|
|
| JNJ / Johnson & Johnson
|
|
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|
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|
|
| ABBV / AbbVie Inc.
|
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|
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| BDJ / BlackRock Enhanced Equity Dividend Trust
|
|
|
|
|
|
|
|
| WBD / Warner Bros. Discovery, Inc.
|
|
|
|
|
|
|
|
| VRTX / Vertex Pharmaceuticals Incorporated
|
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|
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| GE / General Electric Company
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
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|
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|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
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|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| FAST / Fastenal Company
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
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|
|
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|
|
| SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
|
|
|
|
|
|
|
|
| PRA / ProAssurance Corporation
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
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|
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|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
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|
|
| WH / Wyndham Hotels & Resorts, Inc.
|
|
|
|
|
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|
| WM / Waste Management, Inc.
|
|
|
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| CTAS / Cintas Corporation
|
|
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|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
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|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| ANSS / ANSYS, Inc.
|
|
|
|
|
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|
|
| HES / Hess Corporation
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
| LIN / Linde plc
|
|
|
|
|
|
|
|
| BIIB / Biogen Inc.
|
|
|
|
|
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|
|
| AMCR / Amcor plc
|
|
|
|
|
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|
|
| PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| HUM / Humana Inc.
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| CTLT / Catalent, Inc.
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| ARDX / Ardelyx, Inc.
|
|
|
|
|
|
|
|
| AVNS / Avanos Medical, Inc.
|
|
|
|
|
|
|
|
| US3162001040 / Fidelity Growth Company Fund
|
|
|
|
|
|
|
|
| ETH / Grayscale Ethereum Mini Trust ETF
|
|
|
|
|
|
|
|
| AGIO / Agios Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| TCEHY / Tencent Holdings Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| 153501101 / Central Fund of Canada Ltd.
|
|
|
|
|
|
|
|
| AGTHX / Growth Fund Of America - American Funds Growth Fund of America Class A
|
|
|
|
|
|
|
|
| TRBCX / T. Rowe Price Blue Chip Growth Fund Inc - T. Rowe Price Blue Chip Growth Fund
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| VVIAX / Vanguard Index Funds - Vanguard Value Index Fund Admiral
|
|
|
|
|
|
|
|
| VWELX / Vanguard Wellington Fund - Vanguard Wellington Fund Investor Shares
|
|
|
|
|
|
|
|
| WGROX / Wasatch Funds Trust - Wasatch Core Growth Fund
|
|
|
|
|
|
|
|
| US8085098304 / Schwab International Index Fund
|
|
|
|
|
|
|
|
| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
|
|
|
|
|
|
|
| TWCUX / American Century Mutual Funds Inc. - American Century Ultra Investor Class
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| EPAM / EPAM Systems, Inc.
|
|
|
|
|
|
|
|
| LAZR / Luminar Technologies, Inc.
|
|
|
|
|
|
|
|
| AES / The AES Corporation
|
|
|
|
|
|
|
|
| RGEN / Repligen Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| BGB / Blackstone Strategic Credit 2027 Term Fund
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| APH / Amphenol Corporation
|
|
|
|
|
|
|
|
| WY / Weyerhaeuser Company
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| EVVTY / Evolution AB (publ) - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AMG / Affiliated Managers Group, Inc.
|
|
|
|
|
|
|
|
| SHWZ / Medicine Man Technologies, Inc.
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| TOST / Toast, Inc.
|
|
|
|
|
|
|
|
| HOLX / Hologic, Inc.
|
|
|
|
|
|
|
|
| YUM / Yum! Brands, Inc.
|
|
|
|
|
|
|
|
| PAYC / Paycom Software, Inc.
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
.
