Market Value52,779,494,118
Total Holdings539
File Date2026-02-12
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
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(USD x1000)
Current Value
(USD x1000)
Change
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BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
DVA / DaVita Inc.
TJX / The TJX Companies, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VEGN / ETF Series Solutions - US Vegan Climate ETF
RKT / Rocket Companies, Inc.
QURE / uniQure N.V.
XITK / SPDR Series Trust - State Street SPDR FactSet Innovative Technology ETF
INTF / iShares Trust - iShares International Equity Factor ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
ECG / Everus Construction Group, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ADTN / ADTRAN Holdings, Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
HONE / HarborOne Bancorp, Inc.
KMB / Kimberly-Clark Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
COF / Capital One Financial Corporation
KR / The Kroger Co.
FBIN / Fortune Brands Innovations, Inc.
SNBR / Sleep Number Corporation
KNF / Knife River Corporation
FDIG / Fidelity Covington Trust - Fidelity Crypto Industry and Digital Payments ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
GD / General Dynamics Corporation
EEMX / SPDR Index Shares Funds - State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
FDX / FedEx Corporation
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
ICOP / iShares Trust - iShares Copper and Metals Mining ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SII / Sprott Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
TRN / Trinity Industries, Inc.
HLAL / Listed Funds Trust - Wahed FTSE USA Shariah ETF
SFY / Tidal Trust I - SoFi Select 500 ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
FNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
XT / iShares Trust - iShares Future Exponential Technologies ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MUB / iShares Trust - iShares National Muni Bond ETF
PG / The Procter & Gamble Company
PYPL / PayPal Holdings, Inc.
PAG / Penske Automotive Group, Inc.
QCOM / QUALCOMM Incorporated
IYW / iShares Trust - iShares U.S. Technology ETF
IBM / International Business Machines Corporation
ONON / On Holding AG
ISRG / Intuitive Surgical, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
DAL / Delta Air Lines, Inc.
AMDL / GraniteShares ETF Trust - GraniteShares 2x Long AMD Daily ETF
IEUR / iShares Trust - iShares Core MSCI Europe ETF
IBTP / iShares Trust - iShares iBonds Dec 2034 Term Treasury ETF
VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
CRWV / CoreWeave, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MRSH / Marsh & McLennan Companies, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
META / Meta Platforms, Inc.
ADBE / Adobe Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
XOM / Exxon Mobil Corporation
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PM / Philip Morris International Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
WMB / The Williams Companies, Inc.
XPL / Solitario Resources Corp.
CL / Colgate-Palmolive Company
ALL / The Allstate Corporation
MS / Morgan Stanley
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AMT / American Tower Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
BBRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
IBLC / iShares Trust - iShares Blockchain and Tech ETF
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ADP / Automatic Data Processing, Inc.
AFL / Aflac Incorporated
UNP / Union Pacific Corporation
CSCO / Cisco Systems, Inc.
PRU / Prudential Financial, Inc.
AEP / American Electric Power Company, Inc.
IDXX / IDEXX Laboratories, Inc.
CDZI / Cadiz Inc.
ULTY / Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
FSMO / Fidelity Covington Trust - Fidelity Small-Mid Cap Opportunities ETF
CTVA / Corteva, Inc.
INTU / Intuit Inc.
RCL / Royal Caribbean Cruises Ltd.
DTE / DTE Energy Company
SYY / Sysco Corporation
BJ / BJ's Wholesale Club Holdings, Inc.
BMNR / Bitmine Immersion Technologies, Inc.
SJT / San Juan Basin Royalty Trust
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
CTMX / CytomX Therapeutics, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PAYX / Paychex, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
HUBB / Hubbell Incorporated
DC / Dakota Gold Corp.
USM / United States Cellular Corporation
FAST / Fastenal Company
ARKK / ARK ETF Trust - ARK Innovation ETF
ET / Energy Transfer LP - Limited Partnership
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
BLK / BlackRock, Inc.
ILCV / iShares Trust - iShares Morningstar Value ETF
FLQL / Franklin Templeton ETF Trust - Franklin U.S. Large Cap Multifactor Index ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
URTH / iShares, Inc. - iShares MSCI World ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
VOYA / Voya Financial, Inc.
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MPC / Marathon Petroleum Corporation
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
PGR / The Progressive Corporation
BTC / Grayscale Bitcoin Mini Trust
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
UBS N / UBS Group AG
HWM / Howmet Aerospace Inc.
AWK / American Water Works Company, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
TMUS / T-Mobile US, Inc.
T / AT&T Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GOOGL / Alphabet Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
MMM / 3M Company
TT / Trane Technologies plc
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
CVS / CVS Health Corporation
ES / Eversource Energy
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IAU / iShares Gold Trust
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
MAR / Marriott International, Inc.
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
CARR / Carrier Global Corporation
FNF / Fidelity National Financial, Inc.
ODFL / Old Dominion Freight Line, Inc.
ABT / Abbott Laboratories
VIS / Vanguard World Fund - Vanguard Industrials ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
GEV / GE Vernova Inc.
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
VALQ / American Century ETF Trust - American Century U.S. Quality Value ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
COST / Costco Wholesale Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
TPL / Texas Pacific Land Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
TRV / The Travelers Companies, Inc.
BBSC / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
CACI / CACI International Inc
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
CRS / Carpenter Technology Corporation
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - June
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
IBIT / iShares Bitcoin Trust ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VLO / Valero Energy Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
SPBO / SPDR Series Trust - State Street SPDR Portfolio Corporate Bond ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AXP / American Express Company
IBMS / iShares Trust - iShares iBonds Dec 2030 Term Muni Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
TMO / Thermo Fisher Scientific Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
BRK.A / Berkshire Hathaway Inc.
JPM / JPMorgan Chase & Co.
VKI / Invesco Advantage Municipal Income Trust II
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
GOOG / Alphabet Inc.
GLD / SPDR Gold Shares
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
BAC / Bank of America Corporation
MDLZ / Mondelez International, Inc.
PTY / PIMCO Corporate & Income Opportunity Fund
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
URA / Global X Funds - Global X Uranium ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
ED / Consolidated Edison, Inc.
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
DDWM / WisdomTree Trust - WisdomTree Dynamic International Equity Fund
EXC / Exelon Corporation
DVY / iShares Trust - iShares Select Dividend ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
ACN / Accenture plc
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
OEF / iShares Trust - iShares S&P 100 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
V / Visa Inc.
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
BX / Blackstone Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
MBB / iShares Trust - iShares MBS ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
OTTR / Otter Tail Corporation
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
KMI / Kinder Morgan, Inc.
CAT / Caterpillar Inc.
IWX / iShares Trust - iShares Russell Top 200 Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CVMC / Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
ITW / Illinois Tool Works Inc.
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CRWD / CrowdStrike Holdings, Inc.
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
FIX / Comfort Systems USA, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PEP / PepsiCo, Inc.
DE / Deere & Company
GE / General Electric Company
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
AMGN / Amgen Inc.
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
WFC / Wells Fargo & Company
ZTS / Zoetis Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
SPTI / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DNP / DNP Select Income Fund Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
VSDM / Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
WTW / Willis Towers Watson Public Limited Company
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
BWX / SPDR Series Trust - State Street SPDR Bloomberg International Treasury Bond ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
ABBV / AbbVie Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
UPS / United Parcel Service, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
RTX / RTX Corporation
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VKQ / Invesco Municipal Trust
BKMC / BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
YUM / Yum! Brands, Inc.
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
SHOP / Shopify Inc.
CMCSA / Comcast Corporation
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
MRK / Merck & Co., Inc.
AVDE / American Century ETF Trust - Avantis International Equity ETF
PFE / Pfizer Inc.
SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
HD / The Home Depot, Inc.
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
ROK / Rockwell Automation, Inc.
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
CVX / Chevron Corporation
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
KOMP / SPDR Series Trust - State Street SPDR S&P Kensho New Economies Composite ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
AKRE / Professionally Managed Portfolios - Akre Focus ETF
BRK.A / Berkshire Hathaway Inc.
RY / Royal Bank of Canada
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
APH / Amphenol Corporation
FUL / H.B. Fuller Company
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
CLPT / ClearPoint Neuro, Inc.
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
PLD / Prologis, Inc.
UBER / Uber Technologies, Inc.
VSAT / Viasat, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
NKE / NIKE, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GBTC / Grayscale Bitcoin Trust (BTC)
IGM / iShares Trust - iShares Expanded Tech Sector ETF
F / Ford Motor Company
IYF / iShares Trust - iShares U.S. Financials ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
UNH / UnitedHealth Group Incorporated
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
SHYM / BlackRock ETF Trust II - iShares Short Duration High Yield Muni Active ETF
FDNI / First Trust Exchange-Traded Fund II - First Trust Dow Jones International Internet ETF
BBBI / Bondbloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
DDM / ProShares Trust - ProShares Ultra Dow30
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
PSX / Phillips 66
SPY / State Street SPDR S&P 500 ETF Trust
VCRB / Vanguard Malvern Funds - Vanguard Core Bond ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
QLD / ProShares Trust - ProShares Ultra QQQ
IWB / iShares Trust - iShares Russell 1000 ETF
TMDX / TransMedics Group, Inc.
UMMA / Listed Funds Trust - Wahed Dow Jones Islamic World ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
NBBK / NB Bancorp, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
SPGM / SPDR Index Shares Funds - State Street SPDR Portfolio MSCI Global Stock Market ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
NVDA / NVIDIA Corporation
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
SBUX / Starbucks Corporation
BA / The Boeing Company
AMAT / Applied Materials, Inc.
SPOT / Spotify Technology S.A.
MSFT / Microsoft Corporation
USB / U.S. Bancorp
LRCX / Lam Research Corporation
INTC / Intel Corporation
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
LLY / Eli Lilly and Company
AAPL / Apple Inc.
QQQ / Invesco QQQ Trust, Series 1
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
AVGO / Broadcom Inc.
GGG / Graco Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
LMT / Lockheed Martin Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MDU / MDU Resources Group, Inc.
IBMR / iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF
MCD / McDonald's Corporation
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
SO / The Southern Company
IVV / iShares Trust - iShares Core S&P 500 ETF
QTUM / ETF Series Solutions - Defiance Quantum ETF
AQST / Aquestive Therapeutics, Inc.
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
KKR / KKR & Co. Inc.
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
WMT / Walmart Inc.
MA / Mastercard Incorporated
DUK / Duke Energy Corporation
VKTX / Viking Therapeutics, Inc.
AG / First Majestic Silver Corp.
EXK / Endeavour Silver Corp.
GS / The Goldman Sachs Group, Inc.
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
WEC / WEC Energy Group, Inc.
IOO / iShares Trust - iShares Global 100 ETF
EBC / Eastern Bankshares, Inc.
PLTR / Palantir Technologies Inc.
HL / Hecla Mining Company
MU / Micron Technology, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AMCR / Amcor plc
EME / EMCOR Group, Inc.
COP / ConocoPhillips
NEE / NextEra Energy, Inc.
CTSH / Cognizant Technology Solutions Corporation
NOW / ServiceNow, Inc.
ORCL / Oracle Corporation
APP / AppLovin Corporation
C / Citigroup Inc.
AMD / Advanced Micro Devices, Inc.
PH / Parker-Hannifin Corporation
MO / Altria Group, Inc.
TER / Teradyne, Inc.
KO / The Coca-Cola Company
EW / Edwards Lifesciences Corporation
TSLA / Tesla, Inc.
EBAY / eBay Inc.
PCAR / PACCAR Inc
CRM / Salesforce, Inc.
ANET / Arista Networks, Inc.
GILD / Gilead Sciences, Inc.
LOW / Lowe's Companies, Inc.
AMZN / Amazon.com, Inc.
NFLX / Netflix, Inc.
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
JNJ / Johnson & Johnson
VZ / Verizon Communications Inc.
HIG / The Hartford Insurance Group, Inc.
DIS / The Walt Disney Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
TXN / Texas Instruments Incorporated
DHR / Danaher Corporation
GLW / Corning Incorporated
VRTX / Vertex Pharmaceuticals Incorporated
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
AXON / Axon Enterprise, Inc.
SYM / Symbotic Inc.
SYK / Stryker Corporation
CEG / Constellation Energy Corporation
HON / Honeywell International Inc.
MDT / Medtronic plc
EVRG / Evergy, Inc.
ETN / Eaton Corporation plc
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CI / The Cigna Group
ADI / Analog Devices, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
OVV / Ovintiv Inc.
BK / The Bank of New York Mellon Corporation
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
XEL / Xcel Energy Inc.
SON / Sonoco Products Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
HRZN / Horizon Technology Finance Corporation
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF