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

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

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

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