Market Value1,547,174,218
Total Holdings356
File Date2023-05-15
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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VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DHR / Danaher Corporation
AGNC / AGNC Investment Corp.
DGX / Quest Diagnostics Incorporated
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
ABBV / AbbVie Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
LOW / Lowe's Companies, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PEP / PepsiCo, Inc.
INTU / Intuit Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
CSCO / Cisco Systems, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
CMCSA / Comcast Corporation
LNT / Alliant Energy Corporation
AEP / American Electric Power Company, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
VDE / Vanguard World Fund - Vanguard Energy ETF
SLV / iShares Silver Trust
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VRTV / Veritiv Corp
VZ / Verizon Communications Inc.
HBAN / Huntington Bancshares Incorporated
AVGO / Broadcom Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
SYK / Stryker Corporation
IGBH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
ATI / ATI Inc.
CION / CION Investment Corporation
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
ADI / Analog Devices, Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
WPM / Wheaton Precious Metals Corp.
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
KO / The Coca-Cola Company
TMO / Thermo Fisher Scientific Inc.
EQT / EQT Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
TIP / iShares Trust - iShares TIPS Bond ETF
QCOM / QUALCOMM Incorporated
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
CAT / Caterpillar Inc.
GILD / Gilead Sciences, Inc.
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
AMGN / Amgen Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ARCC / Ares Capital Corporation
JNJ / Johnson & Johnson
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
PSX / Phillips 66
CEG / Constellation Energy Corporation
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
FULT / Fulton Financial Corporation
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
UNH / UnitedHealth Group Incorporated
IWR / iShares Trust - iShares Russell Mid-Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CAMT / Camtek Ltd.
PNC / The PNC Financial Services Group, Inc.
IWC / iShares Trust - iShares Micro-Cap ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
UNP / Union Pacific Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
NFLX / Netflix, Inc.
MINN / Trust for Professional Managers - Mairs & Power Minnesota Municipal Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CL / Colgate-Palmolive Company
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
COST / Costco Wholesale Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
TXN / Texas Instruments Incorporated
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
PG / The Procter & Gamble Company
YUMC / Yum China Holdings, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IWV / iShares Trust - iShares Russell 3000 ETF
XOM / Exxon Mobil Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
ISRG / Intuitive Surgical, Inc.
MCD / McDonald's Corporation
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BRK.A / Berkshire Hathaway Inc.
NCZ / Virtus Convertible & Income Fund II
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
MKC / McCormick & Company, Incorporated
KMB / Kimberly-Clark Corporation
DVY / iShares Trust - iShares Select Dividend ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
D / Dominion Energy, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
CPK / Chesapeake Utilities Corporation
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
ITW / Illinois Tool Works Inc.
DE / Deere & Company
T / AT&T Inc.
ABT / Abbott Laboratories
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
PEG / Public Service Enterprise Group Incorporated
SJIJ / South Jersey Industries, Inc. - Corporate Bond/Note
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
AMZN / Amazon.com, Inc.
MBWM / Mercantile Bank Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
NVDA / NVIDIA Corporation
LMT / Lockheed Martin Corporation
JPS / Nuveen Preferred & Income Securities Fund
US74348TAT97 / Prospect Capital Corporation Bond
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
MET / MetLife, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
TT / Trane Technologies plc
CBRL / Cracker Barrel Old Country Store, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
KMI / Kinder Morgan, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
PCRX / Pacira BioSciences, Inc.
UPS / United Parcel Service, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
LLY / Eli Lilly and Company
CDNS / Cadence Design Systems, Inc.
ETW / Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
LHDX / Lucira Health Inc
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
NKE / NIKE, Inc.
INTC / Intel Corporation
SCM / Stellus Capital Investment Corporation
AA / Alcoa Corporation
EMR / Emerson Electric Co.
PFE / Pfizer Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ORCL / Oracle Corporation
MSFT / Microsoft Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IBM / International Business Machines Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
AON / Aon plc
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
PBYI / Puma Biotechnology, Inc.
HPQ / HP Inc.
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
ADM / Archer-Daniels-Midland Company
MDT / Medtronic plc
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SUI / Sun Communities, Inc.
NS / NuStar Energy L.P. - Limited Partnership
DIA / SPDR Dow Jones Industrial Average ETF Trust
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EXC / Exelon Corporation
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
OKE / ONEOK, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
V / Visa Inc.
LDOS / Leidos Holdings, Inc.
GE / General Electric Company
SBUX / Starbucks Corporation
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
LRCX / Lam Research Corporation
MCK / McKesson Corporation
MLPA / Global X Funds - Global X MLP ETF
AME / AMETEK, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
MAR / Marriott International, Inc.
NOC / Northrop Grumman Corporation
TTC / The Toro Company
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
LPLA / LPL Financial Holdings Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
NAD / Nuveen Quality Municipal Income Fund
GOOG / Alphabet Inc.
AAPL / Apple Inc.
MRNA / Moderna, Inc.
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ADBE / Adobe Inc.
DHY / Credit Suisse High Yield Bond Fund, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
MNDY / monday.com Ltd.
PTRS / Partners Bancorp
NULC / Nushares ETF Trust - Nuveen ESG Large-Cap ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
ABB / ABB Ltd. - ADR
TA / TravelCenters of America Inc
MRO / Marathon Oil Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
AMD / Advanced Micro Devices, Inc.
JPM / JPMorgan Chase & Co.
DIS / The Walt Disney Company
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
WISA / Datavault AI Inc.
ACN / Accenture plc
FXC / Invesco CurrencyShares Canadian Dollar Trust
BAC / Bank of America Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
META / Meta Platforms, Inc.
SBR / Sabine Royalty Trust
DSKE / Daseke, Inc.
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
VTRS / Viatris Inc.
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
SWN / Southwestern Energy Company
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
GIM / Templeton Global Income Fund
FFA / First Trust Enhanced Equity Income Fund
FSCO / FS Credit Opportunities Corp.
AOK / iShares Trust - iShares Core 30/70 Conservative Allocation ETF
GBCI / Glacier Bancorp, Inc.
KR / The Kroger Co.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KDP / Keurig Dr Pepper Inc.
ELV / Elevance Health, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
SPY / SPDR S&P 500 ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
GOOGL / Alphabet Inc.
ED / Consolidated Edison, Inc.
VLO / Valero Energy Corporation
KKR / KKR & Co. Inc.
HON / Honeywell International Inc.
RMBS / Rambus Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PM / Philip Morris International Inc.
CVS / CVS Health Corporation
WPC / W. P. Carey Inc.
ETN / Eaton Corporation plc
SQ / Block, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
FSK / FS KKR Capital Corp.
IVV / iShares Trust - iShares Core S&P 500 ETF
HD / The Home Depot, Inc.
WBD / Warner Bros. Discovery, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HSY / The Hershey Company
UAVS / AgEagle Aerial Systems, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
BSX / Boston Scientific Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
FTNT / Fortinet, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
BRK.B / Berkshire Hathaway Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
MDLZ / Mondelez International, Inc.
XRAY / DENTSPLY SIRONA Inc.
GLD / SPDR Gold Trust
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
LNG / Cheniere Energy, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RAVE / Rave Restaurant Group, Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
MBB / iShares Trust - iShares MBS ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
DUK / Duke Energy Corporation
BA / The Boeing Company
BMY / Bristol-Myers Squibb Company
MMM / 3M Company
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
MPC / Marathon Petroleum Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
MO / Altria Group, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
REET / iShares Trust - iShares Global REIT ETF
DOW / Dow Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BIIB / Biogen Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CRM / Salesforce, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SHOP / Shopify Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
WM / Waste Management, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CMC / Commercial Metals Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
OXY / Occidental Petroleum Corporation
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
WFC / Wells Fargo & Company
LHX / L3Harris Technologies, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
MA / Mastercard Incorporated
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
ADP / Automatic Data Processing, Inc.
WY / Weyerhaeuser Company
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
COP / ConocoPhillips
WMT / Walmart Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IAU / iShares Gold Trust
IWM / iShares Trust - iShares Russell 2000 ETF
TSLA / Tesla, Inc.
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CVX / Chevron Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MRK / Merck & Co., Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
GIS / General Mills, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
YUM / Yum! Brands, Inc.
COOK / Traeger, Inc.
F / Ford Motor Company
TJX / The TJX Companies, Inc.
ET / Energy Transfer LP - Limited Partnership
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
NEE / NextEra Energy, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF