IBM / International Business Machines Corporation
|
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SPGI / S&P Global Inc.
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DIS / The Walt Disney Company
|
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CHRW / C.H. Robinson Worldwide, Inc.
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DHR / Danaher Corporation
|
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LRCX / Lam Research Corporation
|
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ADBE / Adobe Inc.
|
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SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
|
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ADP / Automatic Data Processing, Inc.
|
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BMRN / BioMarin Pharmaceutical Inc.
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BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
|
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IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
|
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TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
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PFE / Pfizer Inc.
|
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SWX / Southwest Gas Holdings, Inc.
|
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TFC / Truist Financial Corporation
|
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AXTA / Axalta Coating Systems Ltd.
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AMAT / Applied Materials, Inc.
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|
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Fidelity Large Cap (value Index Fund)
/ Funds (31635V679) |
|
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ALL / The Allstate Corporation
|
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TCEHY / Tencent Holdings Limited - Depositary Receipt (Common Stock)
|
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VTWAX / Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund Admiral Shares
|
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DFIEX / Dfa Investment Dimensions Group Inc - DFA International Core Equity Portfolio
|
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DHSIX / Diamond Hill Funds - Diamond Hill Small Cap Fund Class I
|
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DURPX / Dfa Investment Dimensions Group Inc - U.S. High Relative Profitability Portfolio Institutional Class
|
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FSPGX / Fidelity Salem Street Trust - Fidelity Large Cap Growth Index Fund
|
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ANZGY / ANZ Group Holdings Limited - Depositary Receipt (Common Stock)
|
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ATLKY / Atlas Copco AB (publ) - Depositary Receipt (Common Stock)
|
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NH Portfolio 2033 ((fidelity Index))
/ Funds (NHX203309) |
|
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OVCHY / Oversea-Chinese Banking Corporation Limited - Depositary Receipt (Common Stock)
|
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NH Portfolio 2027 ((fidelity Blend))
/ Funds (NHB202701) |
|
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Dfa Global Real (estate Sec Portfolio)
/ Funds (23320G554) |
|
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AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I
|
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NKE / NIKE, Inc.
|
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SYY / Sysco Corporation
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PNC / The PNC Financial Services Group, Inc.
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SPOT / Spotify Technology S.A.
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Calvert Interntl (responsible Index I)
/ Funds (13161Y707) |
|
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FSSNX / Fidelity Salem Street Trust - Fidelity Small Cap Index Fund
|
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ALIZY / Allianz SE - Depositary Receipt (Common Stock)
|
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ISNPY / Intesa Sanpaolo S.p.A. - Depositary Receipt (Common Stock)
|
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US31635T7735 / FIDELITY SMALL CAP VALUE INDEX FUND
|
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FPADX / Fidelity Salem Street Trust - Fidelity Emerging Markets Index Fund
|
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US13162A7081 / Calvert US Large Cap Value Responsible Index Fund
|
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Dfa International (sustain Core 1 Port)
/ Funds (233203199) |
|
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ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
|
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IDEXY / Industria de Diseño Textil, S.A. - Depositary Receipt (Common Stock)
|
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RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
|
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BXBLY / Brambles Limited - Depositary Receipt (Common Stock)
|
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DNBBY / DNB Bank ASA - Depositary Receipt (Common Stock)
|
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DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
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US13162A8071 / Calvert US Large Cap Growth Responsible Index Fund
|
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US3161463159 / FID-GL X US-IP
|
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US31635V3987 / Fidelity US Sustainability Index Fund
|
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DFSVX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Value Portfolio
|
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FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
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DFCEX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Core Equity Portfolio
|
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TELNY / Telenor ASA - Depositary Receipt (Common Stock)
|
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Dfa Emerging Markets (sustain Core 1 Instl)
/ Funds (25239Y378) |
|
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|
Dfa US Sustain (core 1 Portfolio I)
/ Funds (233203215) |
|
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BRK.A / Berkshire Hathaway Inc.
|
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SHECY / Shin-Etsu Chemical Co., Ltd. - Depositary Receipt (Common Stock)
|
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ANYYY / Aena S.M.E., S.A. - Depositary Receipt (Common Stock)
|
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TKOMY / Tokio Marine Holdings, Inc. - Depositary Receipt (Common Stock)
|
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MAR / Marriott International, Inc.
|
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VCOBX / Vanguard Malvern Funds - Vanguard Core Bond Fund Admiral Class
|
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HAL / Halliburton Company
|
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ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
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CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
|
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WPP / WPP plc - Depositary Receipt (Common Stock)
|
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TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
|
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SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
|
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VMC / Vulcan Materials Company
|
|
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|
|
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
|
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TRAK / ReposiTrak, Inc.
|
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ES / Eversource Energy
|
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CSTM / Constellium SE
|
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XYL / Xylem Inc.
|
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|
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IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
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PG / The Procter & Gamble Company
|
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|
MTX / Minerals Technologies Inc.
|
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PEP / PepsiCo, Inc.
|
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CMCSA / Comcast Corporation
|
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|
|
WF / Woori Financial Group Inc. - Depositary Receipt (Common Stock)
|
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|
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|
|
|
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
|
|
|
|
|
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|
|
UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
MELI / MercadoLibre, Inc.
|
|
|
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TMUS / T-Mobile US, Inc.
|
|
|
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V / Visa Inc.
|
|
|
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|
|
AVAV / AeroVironment, Inc.
|
|
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|
|
QCOM / QUALCOMM Incorporated
|
|
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|
CHKP / Check Point Software Technologies Ltd.
|
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AMGN / Amgen Inc.
|
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LIN / Linde plc
|
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|
GS / The Goldman Sachs Group, Inc.
|
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|
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NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
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|
COST / Costco Wholesale Corporation
|
|
|
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|
ELV / Elevance Health, Inc.
|
|
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|
TMO / Thermo Fisher Scientific Inc.
|
|
|
|
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|
|
L / Loews Corporation
|
|
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|
FI / Fiserv, Inc.
|
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|
CVX / Chevron Corporation
|
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|
|
BKNG / Booking Holdings Inc.
|
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|
|
IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
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|
|
TXN / Texas Instruments Incorporated
|
|
|
|
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|
|
NFLX / Netflix, Inc.
|
|
|
|
|
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|
|
RS / Reliance, Inc.
|
|
|
|
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|
|
XOM / Exxon Mobil Corporation
|
|
|
|
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|
|
PGR / The Progressive Corporation
|
|
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|
|
GLW / Corning Incorporated
|
|
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|
AXP / American Express Company
|
|
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|
|
EW / Edwards Lifesciences Corporation
|
|
|
|
|
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|
|
CI / The Cigna Group
|
|
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|
|
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
|
|
|
|
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|
|
REX / REX American Resources Corporation
|
|
|
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|
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|
|
PRU / Prudential Financial, Inc.
|
|
|
|
|
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|
|
SNY / Sanofi - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
WY / Weyerhaeuser Company
|
|
|
|
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|
|
TSLA / Tesla, Inc.
|
|
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|
|
CB / Chubb Limited
|
|
|
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|
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|
|
TGT / Target Corporation
|
|
|
|
|
|
|
|
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
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|
|
CAT / Caterpillar Inc.
|
|
|
|
|
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|
|
B / Barrick Mining Corporation
|
|
|
|
|
|
|
|
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
SRE / Sempra
|
|
|
|
|
|
|
|
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
|
|
BN / Brookfield Corporation
|
|
|
|
|
|
|
|
CFG / Citizens Financial Group, Inc.
|
|
|
|
|
|
|
|
BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
|
|
|
|
|
|
|
|
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
|
|
AGR / Avangrid, Inc.
|
|
|
|
|
|
|
|
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
WIT / Wipro Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
|
|
FNF / Fidelity National Financial, Inc.
|
|
|
|
|
|
|
|
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
|
|
RF / Regions Financial Corporation
|
|
|
|
|
|
|
|
BSX / Boston Scientific Corporation
|
|
|
|
|
|
|
|
S / SentinelOne, Inc.
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
USB / U.S. Bancorp
|
|
|
|
|
|
|
|
SAP / SAP SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
INTC / Intel Corporation
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
|
NTDOY / Nintendo Co., Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
CPRT / Copart, Inc.
|
|
|
|
|
|
|
|
JCI / Johnson Controls International plc
|
|
|
|
|
|
|
|
GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
RTX / RTX Corporation
|
|
|
|
|
|
|
|
DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
CAG / Conagra Brands, Inc.
|
|
|
|
|
|
|
|
T / AT&T Inc.
|
|
|
|
|
|
|
|
HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
|
|
|
|
|
|
|
|
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
G / Genpact Limited
|
|
|
|
|
|
|
|
MS / Morgan Stanley
|
|
|
|
|
|
|
|
ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
CMG / Chipotle Mexican Grill, Inc.
|
|
|
|
|
|
|
|
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
KDP / Keurig Dr Pepper Inc.
|
|
|
|
|
|
|
|
INFY / Infosys Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
BANC / Banc of California, Inc.
|
|
|
|
|
|
|
|
JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
VRTX / Vertex Pharmaceuticals Incorporated
|
|
|
|
|
|
|
|
IR / Ingersoll Rand Inc.
|
|
|
|
|
|
|
|
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
DOV / Dover Corporation
|
|
|
|
|
|
|
|
PAAS / Pan American Silver Corp.
|
|
|
|
|
|
|
|
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
|
|
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
STX / Seagate Technology Holdings plc
|
|
|
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HUBS / HubSpot, Inc.
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HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
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ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
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QQQ / Invesco QQQ Trust, Series 1
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IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
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JELD / JELD-WEN Holding, Inc.
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MLM / Martin Marietta Materials, Inc.
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RELX / RELX PLC - Depositary Receipt (Common Stock)
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VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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ONON / On Holding AG
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SYK / Stryker Corporation
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DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
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NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
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VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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GE / General Electric Company
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QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
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TJX / The TJX Companies, Inc.
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AVGO / Broadcom Inc.
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NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
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CRM / Salesforce, Inc.
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INTU / Intuit Inc.
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VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
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PCAR / PACCAR Inc
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WMB / The Williams Companies, Inc.
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MRNA / Moderna, Inc.
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FUL / H.B. Fuller Company
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MRVL / Marvell Technology, Inc.
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JD / JD.com, Inc. - Depositary Receipt (Common Stock)
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LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
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HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
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HLT / Hilton Worldwide Holdings Inc.
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ACN / Accenture plc
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TRGP / Targa Resources Corp.
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TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
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MCHP / Microchip Technology Incorporated
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MA / Mastercard Incorporated
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AIG / American International Group, Inc.
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TNK / Teekay Tankers Ltd.
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TCOM / Trip.com Group Limited - Depositary Receipt (Common Stock)
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DHI / D.R. Horton, Inc.
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SXT / Sensient Technologies Corporation
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