| SHEL / Shell plc - Depositary Receipt (Common Stock)
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| CSX / CSX Corporation
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| IYH / iShares Trust - iShares U.S. Healthcare ETF
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| SHW / The Sherwin-Williams Company
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| JWN / Nordstrom, Inc.
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| SCHWAB CHARLES FAMILY FD
/ AMT TAX FREE MNY (808515530) |
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| AMT / American Tower Corporation
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| SCHW / The Charles Schwab Corporation
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| XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
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| VLTO / Veralto Corporation
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| MSFT / Microsoft Corporation
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| WAB / Westinghouse Air Brake Technologies Corporation
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| ZG / Zillow Group, Inc.
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| AZO / AutoZone, Inc.
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| FERG / Ferguson Enterprises Inc.
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| APTV / Aptiv PLC
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| OTIS / Otis Worldwide Corporation
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| LRCX / Lam Research Corporation
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| DHI / D.R. Horton, Inc.
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| C.WSA / Citigroup, Inc.
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| LIN / Linde plc
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| WAFD / WaFd, Inc
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| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
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|
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
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|
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| SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
|
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| CMCSA / Comcast Corporation
|
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| REGN / Regeneron Pharmaceuticals, Inc.
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| DECK / Deckers Outdoor Corporation
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| ETN / Eaton Corporation plc
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| GE / General Electric Company
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| LMT / Lockheed Martin Corporation
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| CVX / Chevron Corporation
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| CRM / Salesforce, Inc.
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| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
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| HD / The Home Depot, Inc.
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| MU / Micron Technology, Inc.
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| SYY / Sysco Corporation
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| GOOG / Alphabet Inc.
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| SPGI / S&P Global Inc.
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| EMR / Emerson Electric Co.
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| GOOGL / Alphabet Inc.
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| DLR / Digital Realty Trust, Inc.
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| LOW / Lowe's Companies, Inc.
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| ZTS / Zoetis Inc.
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| BDX / Becton, Dickinson and Company
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| NVDA / NVIDIA Corporation
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| DG / Dollar General Corporation
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| EFA / iShares Trust - iShares MSCI EAFE ETF
|
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
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| BSX / Boston Scientific Corporation
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| PANW / Palo Alto Networks, Inc.
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| CTSH / Cognizant Technology Solutions Corporation
|
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| RACE / Ferrari N.V.
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| KKR / KKR & Co. Inc.
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| VLO / Valero Energy Corporation
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| ED / Consolidated Edison, Inc.
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| SLB / SLB N.V.
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| ADP / Automatic Data Processing, Inc.
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| BMY / Bristol-Myers Squibb Company
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| NEE / NextEra Energy, Inc.
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| MRK / Merck & Co., Inc.
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| JCI / Johnson Controls International plc
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| LHX / L3Harris Technologies, Inc.
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| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
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| PH / Parker-Hannifin Corporation
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| EQIX / Equinix, Inc.
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| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
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| WMB / The Williams Companies, Inc.
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| CL / Colgate-Palmolive Company
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| SPG / Simon Property Group, Inc.
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| GPN / Global Payments Inc.
|
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| ADBE / Adobe Inc.
|
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| IEUR / iShares Trust - iShares Core MSCI Europe ETF
|
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| FFIV / F5, Inc.
|
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| IWO / iShares Trust - iShares Russell 2000 Growth ETF
|
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| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
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| MANH / Manhattan Associates, Inc.
|
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| IXN / iShares Trust - iShares Global Tech ETF
|
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| MRSH / Marsh & McLennan Companies, Inc.
|
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| PGR / The Progressive Corporation
|
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| CMG / Chipotle Mexican Grill, Inc.
|
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| Z / Zillow Group, Inc.
|
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| CLX / The Clorox Company
|
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| JNJ / Johnson & Johnson
|
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
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| BA / The Boeing Company
|
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| MAR / Marriott International, Inc.
|
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| VRT / Vertiv Holdings Co
|
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|
| NI / NiSource Inc.
|
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|
| CTAS / Cintas Corporation
|
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|
| AAPL / Apple Inc.
|
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| ISRG / Intuitive Surgical, Inc.
|
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|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
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| TSBK / Timberland Bancorp, Inc.
|
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|
| SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
|
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|
| CSGP / CoStar Group, Inc.
|
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|
| WMT / Walmart Inc.
|
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
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| IAU / iShares Gold Trust
|
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| PLD / Prologis, Inc.
|
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| MMM / 3M Company
|
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| WM / Waste Management, Inc.
|
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|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
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| V / Visa Inc.
|
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| NFLX / Netflix, Inc.
|
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|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
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|
| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
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|
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
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|
| TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
|
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|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
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|
| TT / Trane Technologies plc
|
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|
| GS / The Goldman Sachs Group, Inc.
|
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|
| VHT / Vanguard World Fund - Vanguard Health Care ETF
|
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|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
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|
|
| JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
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|
|
| UNH / UnitedHealth Group Incorporated
|
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|
| AMGN / Amgen Inc.
|
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|
| MDT / Medtronic plc
|
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|
| QCOM / QUALCOMM Incorporated
|
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|
|
| PEP / PepsiCo, Inc.
|
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|
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|
|
| DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
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|
|
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|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
|
|
|
|
|
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|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| SPY / State Street SPDR S&P 500 ETF Trust
|
|
|
|
|
|
|
|
| VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| RPM / RPM International Inc.
|
|
|
|
|
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|
|
| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
|
| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| IRM / Iron Mountain Incorporated
|
|
|
|
|
|
|
|
| SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| URI / United Rentals, Inc.
|
|
|
|
|
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|
|
| PM / Philip Morris International Inc.
|
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|
|
|
|
|
|
| FISV / Fiserv, Inc.
|
|
|
|
|
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|
|
| DE / Deere & Company
|
|
|
|
|
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|
|
| SAP / SAP SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| BZH / Beazer Homes USA, Inc.
|
|
|
|
|
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|
|
| EL / The Estée Lauder Companies Inc.
|
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|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
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|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| HFWA / Heritage Financial Corporation
|
|
|
|
|
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|
|
| CCK / Crown Holdings, Inc.
|
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|
|
|
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|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
|
|
|
|
|
|
|
| CPRT / Copart, Inc.
|
|
|
|
|
|
|
|
| DJP / iPath Bloomberg Commodity Index Total Return ETN
|
|
|
|
|
|
|
|
| SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| FERG / Ferguson Enterprises Inc.
|
|
|
|
|
|
|
|
| SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| IYY / iShares Trust - iShares Dow Jones U.S. ETF
|
|
|
|
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|
|
| GLD / SPDR Gold Shares
|
|
|
|
|
|
|
|
| AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
|
|
| MLPA / Global X Funds - Global X MLP ETF
|
|
|
|
|
|
|
|
| BANR / Banner Corporation
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| HUM / Humana Inc.
|
|
|
|
|
|
|
|
| UBER / Uber Technologies, Inc.
|
|
|
|
|
|
|
|
| BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| MCK / McKesson Corporation
|
|
|
|
|
|
|
|
| PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| XNTK / SPDR Series Trust - State Street SPDR NYSE Technology ETF
|
|
|
|
|
|
|
|
| SNPS / Synopsys, Inc.
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
|
|
|
|
|
| GM / General Motors Company
|
|
|
|
|
|
|
|
| VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| RELY / Remitly Global, Inc.
|
|
|
|
|
|
|
|
| RVSB / Riverview Bancorp, Inc.
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
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| FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
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| NAUT / Nautilus Biotechnology, Inc.
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| AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
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| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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| J / Jacobs Solutions Inc.
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| NOW / ServiceNow, Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
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| TSLA / Tesla, Inc.
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| MRVL / Marvell Technology, Inc.
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| NRDS / NerdWallet, Inc.
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| PG / The Procter & Gamble Company
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| LEN / Lennar Corporation
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| SBUX / Starbucks Corporation
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| AVGO / Broadcom Inc.
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| ABBV / AbbVie Inc.
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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| SYK / Stryker Corporation
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
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| MCD / McDonald's Corporation
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| TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
|
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| HPE / Hewlett Packard Enterprise Company
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| MO / Altria Group, Inc.
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| APD / Air Products and Chemicals, Inc.
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| CB / Chubb Limited
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| LLY / Eli Lilly and Company
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| WY / Weyerhaeuser Company
|
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| INTC / Intel Corporation
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| PFE / Pfizer Inc.
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| OXY / Occidental Petroleum Corporation
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| VRTX / Vertex Pharmaceuticals Incorporated
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| MS / Morgan Stanley
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| TJX / The TJX Companies, Inc.
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| AXP / American Express Company
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| COST / Costco Wholesale Corporation
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| MA / Mastercard Incorporated
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| UPS / United Parcel Service, Inc.
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| BAC / Bank of America Corporation
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| AMD / Advanced Micro Devices, Inc.
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| KO / The Coca-Cola Company
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| XOM / Exxon Mobil Corporation
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| ACN / Accenture plc
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| EOG / EOG Resources, Inc.
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| NKE / NIKE, Inc.
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| NOC / Northrop Grumman Corporation
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| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
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| TFC / Truist Financial Corporation
|
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| ORLY / O'Reilly Automotive, Inc.
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| KMB / Kimberly-Clark Corporation
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| GD / General Dynamics Corporation
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| HPQ / HP Inc.
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| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
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| HCA / HCA Healthcare, Inc.
|
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| TGT / Target Corporation
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| IBM / International Business Machines Corporation
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| USB / U.S. Bancorp
|
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| AMTM / Amentum Holdings, Inc.
|
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| KMI / Kinder Morgan, Inc.
|
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| WELL / Welltower Inc.
|
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| VZ / Verizon Communications Inc.
|
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| TXN / Texas Instruments Incorporated
|
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| ABT / Abbott Laboratories
|
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
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| EPAM / EPAM Systems, Inc.
|
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| TMUS / T-Mobile US, Inc.
|
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| CAT / Caterpillar Inc.
|
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| WEC / WEC Energy Group, Inc.
|
|
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| CVS / CVS Health Corporation
|
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| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
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|
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| BALL / Ball Corporation
|
|
|
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| OMER / Omeros Corporation
|
|
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|
|
| ECL / Ecolab Inc.
|
|
|
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|
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|
|
| COLM / Columbia Sportswear Company
|
|
|
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|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
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|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
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|
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| AFL / Aflac Incorporated
|
|
|
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|
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| ING / ING Groep N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
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| STZ / Constellation Brands, Inc.
|
|
|
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|
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| PCAR / PACCAR Inc
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
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| PSA / Public Storage
|
|
|
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|
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| CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
|
|
|
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|
.
