| VHT / Vanguard World Fund - Vanguard Health Care ETF
|
|
|
|
|
|
|
|
| DAVA / Endava plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PK / Park Hotels & Resorts Inc.
|
|
|
|
|
|
|
|
| FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| OXY / Occidental Petroleum Corporation
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
|
|
|
|
|
|
|
|
| IFRA / iShares Trust - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
|
|
| AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| HHDS / Highlands REIT, Inc.
|
|
|
|
|
|
|
|
| USMF / WisdomTree Trust - WisdomTree U.S. Multifactor Fund
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| PALAF / Paladin Energy Ltd
|
|
|
|
|
|
|
|
| FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
|
|
|
|
|
|
|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
| AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
|
|
| SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
|
|
| EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| BLK / BlackRock, Inc.
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
|
|
| IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| VRRM / Verra Mobility Corporation
|
|
|
|
|
|
|
|
| SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| SNV / Synovus Financial Corp.
|
|
|
|
|
|
|
|
| NVX / NOVONIX Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CQP / Cheniere Energy Partners, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| RY / Royal Bank of Canada
|
|
|
|
|
|
|
|
| SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
|
|
|
|
|
|
|
| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
|
|
| BTU / Peabody Energy Corporation
|
|
|
|
|
|
|
|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
|
|
|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| TGB / Taseko Mines Limited
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
| RYCEY / Rolls-Royce Holdings plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| MAR / Marriott International, Inc.
|
|
|
|
|
|
|
|
| RF / Regions Financial Corporation
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| FTNT / Fortinet, Inc.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| AR / Antero Resources Corporation
|
|
|
|
|
|
|
|
| SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| WRB / W. R. Berkley Corporation
|
|
|
|
|
|
|
|
| CLM / Cornerstone Strategic Investment Fund, Inc.
|
|
|
|
|
|
|
|
| GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
| GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
| DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| SNA / Snap-on Incorporated
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
|
|
|
|
|
|
|
|
| CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| FLOOF / Flower One Holdings Inc.
|
|
|
|
|
|
|
|
| QQEW / First Trust Exchange-Traded Fund -First Trust Nasdaq-100 Select Equal Weight ETF
|
|
|
|
|
|
|
|
| DOL / WisdomTree Trust - WisdomTree True Developed International Fund
|
|
|
|
|
|
|
|
| PTTN / Patten Energy Solutions Group, Inc.
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| OKE / ONEOK, Inc.
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Shares
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| PGNPQ / Paragon Offshore plc
|
|
|
|
|
|
|
|
| PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
|
|
| MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| FS SPECIALTY LENDING FUN
/ CLS END MF (30264D109) |
|
|
|
|
|
|
|
| ROLLS-ROYCE HOLDIN ORDF
/ FGN ORDS (G76225104) |
|
|
|
|
|
|
|
| EUROGAS INC XXX
/ (298734104) |
|
|
|
|
|
|
|
| PT MULTISTRADA ARA ORDF
/ FGN ORDS (Y71290103) |
|
|
|
|
|
|
|
| FIRST CHINA PHARMA XXX
/ (31948N109) |
|
|
|
|
|
|
|
| IBIZ TECHNOLOGY CORP XXX
/ (45103B205) |
|
|
|
|
|
|
|
| ARES REAL ESTATE INCOME
/ REIT (09186L100) |
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
| CRF / Cornerstone Total Return Fund, Inc.
|
|
|
|
|
|
|
|
| HWM / Howmet Aerospace Inc.
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| COR / Cencora, Inc.
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| MAIN / Main Street Capital Corporation
|
|
|
|
|
|
|
|
| PWR / Quanta Services, Inc.
|
|
|
|
|
|
|
|
| ABCB / Ameris Bancorp
|
|
|
|
|
|
|
|
| EPD / Enterprise Products Partners L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| CINF / Cincinnati Financial Corporation
|
|
|
|
|
|
|
|
| WDAY / Workday, Inc.
|
|
|
|
|
|
|
|
| MLM / Martin Marietta Materials, Inc.
|
|
|
|
|
|
|
|
| LHX / L3Harris Technologies, Inc.
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
|
|
|
|
|
|
|
|
| MBB / iShares Trust - iShares MBS ETF
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
| QFOR / Quadrant 4 Systems Corp
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| SPSB / SPDR Series Trust - State Street SPDR Portfolio Short Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| MRVL / Marvell Technology, Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| PHYS / Sprott Physical Gold Trust
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| MCK / McKesson Corporation
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| LNG / Cheniere Energy, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| MPC / Marathon Petroleum Corporation
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| THC / Tenet Healthcare Corporation
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| NUE / Nucor Corporation
|
|
|
|
|
|
|
|
| VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| SSB / SouthState Bank Corporation
|
|
|
|
|
|
|
|
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
| IBIT / iShares Bitcoin Trust ETF
|
|
|
|
|
|
|
|
| STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| HIMS / Hims & Hers Health, Inc.
|
|
|
|
|
|
|
|
| DFIV / Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| BPCF / Blackstone Private Credit Fund
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| ARCC / Ares Capital Corporation
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| AIVI / WisdomTree Trust - WisdomTree International AI Enhanced Value Fund
|
|
|
|
|
|
|
|
| ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
|
|
|
| SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
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| EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
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| ACWI / iShares Trust - iShares MSCI ACWI ETF
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| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
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| VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
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| CARR / Carrier Global Corporation
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| DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
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| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
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| GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
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| DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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| GOOG / Alphabet Inc.
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| TFC / Truist Financial Corporation
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| KBDC / Kayne Anderson BDC, Inc.
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| BRK.B / Berkshire Hathaway Inc.
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| DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
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| TJX / The TJX Companies, Inc.
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| DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
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| ET / Energy Transfer LP - Limited Partnership
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| AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
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| DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
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| DNL / WisdomTree Trust - WisdomTree Global ex-U.S. Quality Growth Fund
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| OEF / iShares Trust - iShares S&P 100 ETF
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| RWO / SPDR Index Shares Funds - State Street SPDR Dow Jones Global Real Estate ETF
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| LWLG / Lightwave Logic, Inc.
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| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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| DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
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| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
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| DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
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| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
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| DXUV / Dimensional ETF Trust - Dimensional US Vector Equity ETF
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| GS / The Goldman Sachs Group, Inc.
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| DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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| XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
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| IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
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| FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
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| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
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| TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
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| EFG / iShares Trust - iShares MSCI EAFE Growth ETF
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| EFV / iShares Trust - iShares MSCI EAFE Value ETF
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| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
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| AVNM / American Century ETF Trust - Avantis All International Markets Equity ETF
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| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
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| BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
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| REET / iShares Trust - iShares Global REIT ETF
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| EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
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| PSX / Phillips 66
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| DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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| MUB / iShares Trust - iShares National Muni Bond ETF
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| LMT / Lockheed Martin Corporation
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| SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
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| US1431062017 / Carlyle Tactical Private Credit Fund
|
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
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| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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| XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
|
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| PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
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| IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
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| PG / The Procter & Gamble Company
|
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| XOM / Exxon Mobil Corporation
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| MA / Mastercard Incorporated
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| ULST / SPDR Series Trust - State Street Ultra Short Term Bond ETF
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| SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
|
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| AI / C3.ai, Inc.
|
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| C / Citigroup Inc.
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| XYL / Xylem Inc.
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| NEOV / NeoVolta Inc.
|
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| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
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| SW / Smurfit Westrock Plc
|
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| STRL / Sterling Infrastructure, Inc.
|
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| SPY / State Street SPDR S&P 500 ETF Trust
|
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| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
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| SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
|
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| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
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|
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| DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
|
|
|
|
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|
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| PANR / Pantheon Resources Plc
|
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| PM / Philip Morris International Inc.
|
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| IYR / iShares Trust - iShares U.S. Real Estate ETF
|
|
|
|
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| JAZZ / Jazz Pharmaceuticals plc
|
|
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| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
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|
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| NFLX / Netflix, Inc.
|
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|
|
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| CSCO / Cisco Systems, Inc.
|
|
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.
