Market Value1,656,143,999
Total Holdings422
File Date2025-07-23
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)
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FLEX / Flex Ltd.
NYF / iShares Trust - iShares New York Muni Bond ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
HDV / iShares Trust - iShares Core High Dividend ETF
ICE / Intercontinental Exchange, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MSTR / Strategy Inc
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
JQC / Nuveen Credit Strategies Income Fund
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
TMO / Thermo Fisher Scientific Inc.
UPS / United Parcel Service, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
WELL / Welltower Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
XT / iShares Trust - iShares Future Exponential Technologies ETF
VLY / Valley National Bancorp
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
HON / Honeywell International Inc.
HYDB / iShares Trust - iShares High Yield Systematic Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CME / CME Group Inc.
VZ / Verizon Communications Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
URI / United Rentals, Inc.
PODD / Insulet Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SBUX / Starbucks Corporation
ADBE / Adobe Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AMAT / Applied Materials, Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
JNJ / Johnson & Johnson
PGR / The Progressive Corporation
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
MO / Altria Group, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
DUK / Duke Energy Corporation
IDXX / IDEXX Laboratories, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
GOOG / Alphabet Inc.
LOW / Lowe's Companies, Inc.
META / Meta Platforms, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
ITW / Illinois Tool Works Inc.
AMD / Advanced Micro Devices, Inc.
ABBV / AbbVie Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ARCC / Ares Capital Corporation
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ANET / Arista Networks, Inc.
FENI / Fidelity Covington Trust - Fidelity Enhanced International ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
DMLP / Dorchester Minerals, L.P. - Limited Partnership
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
AVGO / Broadcom Inc.
PG / The Procter & Gamble Company
IBIT / iShares Bitcoin Trust ETF
NVDA / NVIDIA Corporation
IAU / iShares Gold Trust
PEP / PepsiCo, Inc.
LRCX / Lam Research Corporation
MCD / McDonald's Corporation
TJX / The TJX Companies, Inc.
SCHW / The Charles Schwab Corporation
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
ISRG / Intuitive Surgical, Inc.
BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
MSFT / Microsoft Corporation
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
XOM / Exxon Mobil Corporation
PTC / PTC Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
EOG / EOG Resources, Inc.
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
CACI / CACI International Inc
F / Ford Motor Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
CLOI / VanEck ETF Trust - VanEck CLO ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
TXN / Texas Instruments Incorporated
SPGI / S&P Global Inc.
ABT / Abbott Laboratories
PYPL / PayPal Holdings, Inc.
AMZN / Amazon.com, Inc.
BKNG / Booking Holdings Inc.
RTX / RTX Corporation
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
COR / Cencora, Inc.
BRK.A / Berkshire Hathaway Inc.
LLY / Eli Lilly and Company
PNC / The PNC Financial Services Group, Inc.
IBM / International Business Machines Corporation
TTWO / Take-Two Interactive Software, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
COST / Costco Wholesale Corporation
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
BLK / BlackRock, Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CRWD / CrowdStrike Holdings, Inc.
EUSB / iShares Trust - iShares ESG Advanced Universal USD Bond ETF
WULF / TeraWulf Inc.
MRVL / Marvell Technology, Inc.
PH / Parker-Hannifin Corporation
CHD / Church & Dwight Co., Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
EAOA / iShares Trust - iShares ESG Aware 80/20 Aggressive Allocation ETF
FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
INTU / Intuit Inc.
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
OEF / iShares Trust - iShares S&P 100 ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
GEV / GE Vernova Inc.
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
TSLA / Tesla, Inc.
BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
RY / Royal Bank of Canada
AVDE / American Century ETF Trust - Avantis International Equity ETF
WM / Waste Management, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
HUBS / HubSpot, Inc.
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
UBER / Uber Technologies, Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
PVAL / Putnam ETF Trust - Putnam Focused Large Cap Value ETF
QQQE / Direxion Shares ETF Trust - NASDAQ-100 Equal Weighted Index ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
TYL / Tyler Technologies, Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
BFB / Brown-Forman Corp. - Class B
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ENB / Enbridge Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PANW / Palo Alto Networks, Inc.
GSUS / Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
TRMB / Trimble Inc.
OPK / OPKO Health, Inc.
GS / The Goldman Sachs Group, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
QCOM / QUALCOMM Incorporated
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
FVAL / Fidelity Covington Trust - Fidelity Value Factor ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
GWW / W.W. Grainger, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
PZT / Invesco Exchange-Traded Fund Trust II - Invesco New York AMT-Free Municipal Bond ETF
ED / Consolidated Edison, Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
MBB / iShares Trust - iShares MBS ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
ACN / Accenture plc
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
CY2 / Canadian National Railway Company
VTV / Vanguard Index Funds - Vanguard Value ETF
OBIL / The RBB Fund, Inc. - F/m US Treasury 12 Month Bill ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
TKO / TKO Group Holdings, Inc.
XBIL / The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IGRO / iShares Trust - iShares International Dividend Growth ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CAT / Caterpillar Inc.
WFC / Wells Fargo & Company
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
ADI / Analog Devices, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
TD / The Toronto-Dominion Bank
MRSH / Marsh & McLennan Companies, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
ICVT / iShares Trust - iShares Convertible Bond ETF
BINC / BlackRock ETF Trust II - iShares Flexible Income Active ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
PLTR / Palantir Technologies Inc.
EFIV / SPDR Series Trust - State Street SPDR S&P 500 ESG ETF
MUJ / BlackRock MuniHoldings New Jersey Quality Fund, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
SPY / State Street SPDR S&P 500 ETF Trust
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
MCO / Moody's Corporation
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
PFE / Pfizer Inc.
PHYL / PGIM ETF Trust - PGIM Active High Yield Bond ETF
FLRN / SPDR Series Trust - State Street SPDR Bloomberg Investment Grade Floating Rate ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
FFSM / Fidelity Covington Trust - Fidelity Fundamental Small-Mid Cap ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
TEL / TE Connectivity plc
UBS / UBS Group AG
BAC.PRL / Bank of America Corporation - Preferred Stock
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
IBMQ / iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
C / Citigroup Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IWB / iShares Trust - iShares Russell 1000 ETF
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
WMT / Walmart Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
WFC.PRL / Wells Fargo & Company - Preferred Stock
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
LMT / Lockheed Martin Corporation
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
EVN / Eaton Vance Municipal Income Trust
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
USA / Liberty All-Star Equity Fund
IWM / iShares Trust - iShares Russell 2000 ETF
DEHP / Dimensional ETF Trust - Dimensional Emerging Markets High Profitability ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
T / AT&T Inc.
CFLT / Confluent, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
MRK / Merck & Co., Inc.
INTC / Intel Corporation
ORCL / Oracle Corporation
UNH / UnitedHealth Group Incorporated
AAPL / Apple Inc.
BRK.B / Berkshire Hathaway Inc.
VRT / Vertiv Holdings Co
JPM / JPMorgan Chase & Co.
UNP / Union Pacific Corporation
KO / The Coca-Cola Company
GILD / Gilead Sciences, Inc.
HOOD / Robinhood Markets, Inc.
BMY / Bristol-Myers Squibb Company
CRM / Salesforce, Inc.
HCA / HCA Healthcare, Inc.
CVX / Chevron Corporation
NFLX / Netflix, Inc.
V / Visa Inc.
SHOP / Shopify Inc.
DDOG / Datadog, Inc.
BX / Blackstone Inc.
GE / General Electric Company
NEE / NextEra Energy, Inc.
BAC / Bank of America Corporation
PKG / Packaging Corporation of America
GLD / SPDR Gold Shares
ETN / Eaton Corporation plc
GOOGL / Alphabet Inc.
PM / Philip Morris International Inc.
COP / ConocoPhillips
NOW / ServiceNow, Inc.
MA / Mastercard Incorporated
BA / The Boeing Company
AXP / American Express Company
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
INDA / iShares Trust - iShares MSCI India ETF
DXCM / DexCom, Inc.
ZTS / Zoetis Inc.
AMGN / Amgen Inc.
BDX / Becton, Dickinson and Company
KEY / KeyCorp
CSCO / Cisco Systems, Inc.
DIS / The Walt Disney Company
MS / Morgan Stanley
JCI / Johnson Controls International plc
DHR / Danaher Corporation
LIN / Linde plc
EWJ / iShares, Inc. - iShares MSCI Japan ETF
HD / The Home Depot, Inc.
FTNT / Fortinet, Inc.
CB / Chubb Limited
BK / The Bank of New York Mellon Corporation
D / Dominion Energy, Inc.
BIIB / Biogen Inc.
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
MTD / Mettler-Toledo International Inc.
ROST / Ross Stores, Inc.
TRV / The Travelers Companies, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TPL / Texas Pacific Land Corporation
NDAQ / Nasdaq, Inc.
CL / Colgate-Palmolive Company
DE / Deere & Company
PEG / Public Service Enterprise Group Incorporated
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
XYL / Xylem Inc.
NUE / Nucor Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
MPC / Marathon Petroleum Corporation
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
SYK / Stryker Corporation
RJF / Raymond James Financial, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
GLW / Corning Incorporated