Market Value1,192,564,000
Total Holdings563
File Date2022-02-08
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)
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
CLX / The Clorox Company
MOS / The Mosaic Company
PFE / Pfizer Inc.
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
KMX / CarMax, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
LSEA / Landsea Homes Corporation
TENB / Tenable Holdings, Inc.
DOW / Dow Inc.
XLNX / Xilinx, Inc.
Y / Alleghany Corp.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
CLR / Continental Resources Inc (OKLA)
CPRT / Copart, Inc.
CTSH / Cognizant Technology Solutions Corporation
CMG / Chipotle Mexican Grill, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
DE / Deere & Company
PYPL / PayPal Holdings, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
CAT / Caterpillar Inc.
TGT / Target Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
PANW / Palo Alto Networks, Inc.
HUM / Humana Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
DIS / The Walt Disney Company
LMT / Lockheed Martin Corporation
KO / The Coca-Cola Company
SHOP / Shopify Inc.
CVS / CVS Health Corporation
QCOM / QUALCOMM Incorporated
CI / The Cigna Group
ABT / Abbott Laboratories
EBAY / eBay Inc.
NKE / NIKE, Inc.
NEE / NextEra Energy, Inc.
KEYS / Keysight Technologies, Inc.
GE / General Electric Company
EQT / EQT Corporation
DLR / Digital Realty Trust, Inc.
CL / Colgate-Palmolive Company
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
FANG / Diamondback Energy, Inc.
DOCU / DocuSign, Inc.
V / Visa Inc.
CCI / Crown Castle Inc.
CVX / Chevron Corporation
ADI / Analog Devices, Inc.
HPQ / HP Inc.
APD / Air Products and Chemicals, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
CB / Chubb Limited
PM / Philip Morris International Inc.
DVN / Devon Energy Corporation
MAR / Marriott International, Inc.
FIS / Fidelity National Information Services, Inc.
GNRC / Generac Holdings Inc.
ISRG / Intuitive Surgical, Inc.
CHKP / Check Point Software Technologies Ltd.
GILD / Gilead Sciences, Inc.
MCD / McDonald's Corporation
BMY / Bristol-Myers Squibb Company
LOW / Lowe's Companies, Inc.
TSCO / Tractor Supply Company
PSX / Phillips 66
EXC / Exelon Corporation
VLO / Valero Energy Corporation
PLD / Prologis, Inc.
PEP / PepsiCo, Inc.
TROW / T. Rowe Price Group, Inc.
GD / General Dynamics Corporation
GPC / Genuine Parts Company
OXY / Occidental Petroleum Corporation
JNJ / Johnson & Johnson
BSX / Boston Scientific Corporation
AMT / American Tower Corporation
WMB / The Williams Companies, Inc.
FAST / Fastenal Company
GLW / Corning Incorporated
EWJ / iShares, Inc. - iShares MSCI Japan ETF
MKC / McCormick & Company, Incorporated
SYK / Stryker Corporation
ED / Consolidated Edison, Inc.
AXP / American Express Company
MAC / The Macerich Company
ACWI / iShares Trust - iShares MSCI ACWI ETF
BKR / Baker Hughes Company
MCK / McKesson Corporation
FDX / FedEx Corporation
MTB / M&T Bank Corporation
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
DHR / Danaher Corporation
SO / The Southern Company
ROK / Rockwell Automation, Inc.
ON / ON Semiconductor Corporation
TJX / The TJX Companies, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
BDX / Becton, Dickinson and Company
LFUS / Littelfuse, Inc.
COTY / Coty Inc.
WST / West Pharmaceutical Services, Inc.
LEN / Lennar Corporation
ABBV / AbbVie Inc.
ITW / Illinois Tool Works Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
MMC / Marsh & McLennan Companies, Inc.
MCO / Moody's Corporation
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
PH / Parker-Hannifin Corporation
AEP / American Electric Power Company, Inc.
CTAS / Cintas Corporation
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BALL / Ball Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
CHTR / Charter Communications, Inc.
TNC / Tennant Company
ETN / Eaton Corporation plc
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
PCI / PGIM ETF Trust - PGIM Corporate Bond 5-10 Year ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ORLY / O'Reilly Automotive, Inc.
CME / CME Group Inc.
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
CHD / Church & Dwight Co., Inc.
MSI / Motorola Solutions, Inc.
TRV / The Travelers Companies, Inc.
BCOV / Brightcove Inc.
CUK / Carnival Corporation & plc - Depositary Receipt (Common Stock)
IDXX / IDEXX Laboratories, Inc.
SYY / Sysco Corporation
MPC / Marathon Petroleum Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
AA / Alcoa Corporation
ALL / The Allstate Corporation
AZO / AutoZone, Inc.
FITB / Fifth Third Bancorp
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
NDSN / Nordson Corporation
WTRG / Essential Utilities, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SPG / Simon Property Group, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
DVY / iShares Trust - iShares Select Dividend ETF
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
DGX / Quest Diagnostics Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
USRT / iShares Trust - iShares Core U.S. REIT ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VCEL / Vericel Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
IWB / iShares Trust - iShares Russell 1000 ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
ANSS / ANSYS, Inc.
SV / Spring Valley Acquisition Corp - Class A
OSUR / OraSure Technologies, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
C.WSA / Citigroup, Inc.
RDS.B / Shell Plc - ADR
ELAN / Elanco Animal Health Incorporated
MTCH / Match Group, Inc.
BAM / Brookfield Asset Management Ltd.
VZ / Verizon Communications Inc.
JAMF / Jamf Holding Corp.
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
SAIL / SailPoint, Inc.
AVA / Avista Corporation
AAPL / Apple Inc.
PRLB / Proto Labs, Inc.
SATS / EchoStar Corporation
LUMN / Lumen Technologies, Inc.
TWLO / Twilio Inc.
GOOGL / Alphabet Inc.
ORCL / Oracle Corporation
NWE / NorthWestern Energy Group, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
AKAM / Akamai Technologies, Inc.
LH / Labcorp Holdings Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
CIEN / Ciena Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
SLG / SL Green Realty Corp.
TEL / TE Connectivity plc
HASI / HA Sustainable Infrastructure Capital, Inc.
AMD / Advanced Micro Devices, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DOMO / Domo, Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
NVDA / NVIDIA Corporation
ILMN / Illumina, Inc.
NEWR / New Relic Inc
TMUS / T-Mobile US, Inc.
AVLR / Avalara Inc
ADBE / Adobe Inc.
LAND / Gladstone Land Corporation
/ ViacomCBS Inc
ABNB / Airbnb, Inc.
INDA / iShares Trust - iShares MSCI India ETF
SIVB / SVB Financial Group
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
ZTS / Zoetis Inc.
XYZ / Block, Inc.
LASR / nLIGHT, Inc.
BMI / Badger Meter, Inc.
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
NVEC / NVE Corporation
ADP / Automatic Data Processing, Inc.
CCK / Crown Holdings, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
CFG / Citizens Financial Group, Inc.
MS / Morgan Stanley
CSX / CSX Corporation
EMN / Eastman Chemical Company
FRC / First Republic Bank
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
ALE / ALLETE, Inc.
BFH / Bread Financial Holdings, Inc.
NAD / Nuveen Quality Municipal Income Fund
GSK / GSK plc - Depositary Receipt (Common Stock)
BA / The Boeing Company
USB / U.S. Bancorp
IVE / iShares Trust - iShares S&P 500 Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
C / Citigroup Inc. - Corporate Bond/Note
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
BAC / Bank of America Corporation
MMP / Magellan Midstream Partners L.P.
SPPI / Spectrum Pharmaceuticals, Inc.
EGHT / 8x8, Inc.
HCA / HCA Healthcare, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
WK / Workiva Inc.
COF / Capital One Financial Corporation
RELX / RELX PLC - Depositary Receipt (Common Stock)
VTV / Vanguard Index Funds - Vanguard Value ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
WAFD / WaFd, Inc
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
QQQ / Invesco QQQ Trust, Series 1
AMAT / Applied Materials, Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
NIM / Nuveen Select Maturities Municipal Fund
NOC / Northrop Grumman Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NSC / Norfolk Southern Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GM / General Motors Company
TECH / Bio-Techne Corporation
SLB / Schlumberger Limited
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KR / The Kroger Co.
LYB / LyondellBasell Industries N.V.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BMO / Bank of Montreal
KMI / Kinder Morgan, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
GGG / Graco Inc.
SPGI / S&P Global Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
TXT / Textron Inc.
DCI / Donaldson Company, Inc.
IT / Gartner, Inc.
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHW / The Charles Schwab Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
A / Agilent Technologies, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
EXPD / Expeditors International of Washington, Inc.
TT / Trane Technologies plc
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ICE / Intercontinental Exchange, Inc.
SBUX / Starbucks Corporation
TXN / Texas Instruments Incorporated
LIN / Linde plc
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MRK / Merck & Co., Inc.
SPY / SPDR S&P 500 ETF
NVT / nVent Electric plc
ALB / Albemarle Corporation
GS / The Goldman Sachs Group, Inc.
HON / Honeywell International Inc.
ADM / Archer-Daniels-Midland Company
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SYF / Synchrony Financial
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
CMCSA / Comcast Corporation
DAR / Darling Ingredients Inc.
LNT / Alliant Energy Corporation
MCHP / Microchip Technology Incorporated
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DB / Deutsche Bank Aktiengesellschaft
M / Macy's, Inc.
EW / Edwards Lifesciences Corporation
AJG / Arthur J. Gallagher & Co.
IP / International Paper Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MTZ / MasTec, Inc.
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
BCS / Barclays PLC - Depositary Receipt (Common Stock)
FUL / H.B. Fuller Company
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RLJ / RLJ Lodging Trust
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
NOW / ServiceNow, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
MMM / 3M Company
MAS / Masco Corporation
EMR / Emerson Electric Co.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
ROP / Roper Technologies, Inc.
CRM / Salesforce, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
UBS / UBS Group AG
GPN / Global Payments Inc.
HZNP / Horizon Therapeutics Plc
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
FEI / First Trust MLP and Energy Income Fund
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
WBA / Walgreens Boots Alliance, Inc.
AMZN / Amazon.com, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
VICR / Vicor Corporation
ATVI / Activision Blizzard Inc
PGEN / Precigen, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
GOOG / Alphabet Inc.
SVC / Service Properties Trust
BRMK / Broadmark Realty Capital Inc
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
VG / Venture Global, Inc.
CABO / Cable One, Inc.
TUP / Tupperware Brands Corporation
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
INTC / Intel Corporation
AOS / A. O. Smith Corporation
THRM / Gentherm Incorporated
PNR / Pentair plc
JPM / JPMorgan Chase & Co.
WTTR / Select Water Solutions, Inc.
QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
GWB / Great Western Bancorp Inc
BST / BlackRock Science and Technology Trust
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
TWTR / Twitter Inc
AIG / American International Group, Inc.
TWO.PRA / Two Harbors Investment Corp. - Preferred Stock
LLY / Eli Lilly and Company
FLOT / iShares Trust - iShares Floating Rate Bond ETF
EVRG / Evergy, Inc.
EPAM / EPAM Systems, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
ZION / Zions Bancorporation, National Association
META / Meta Platforms, Inc.
YUM / Yum! Brands, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
WHR / Whirlpool Corporation
MRVL / Marvell Technology, Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
TSI / TCW Strategic Income Fund, Inc.
VTGN / Vistagen Therapeutics, Inc.
MTD / Mettler-Toledo International Inc.
RRC / Range Resources Corporation
WMT / Walmart Inc.
NAZ / Nuveen Arizona Quality Municipal Income Fund
MGI / Moneygram International Inc.
MSFT / Microsoft Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PCYO / Pure Cycle Corporation
STLD / Steel Dynamics, Inc.
GVA / Granite Construction Incorporated
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
T / AT&T Inc.
PAYX / Paychex, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
PCAR / PACCAR Inc
MBB / iShares Trust - iShares MBS ETF
CRWD / CrowdStrike Holdings, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CSCO / Cisco Systems, Inc.
RTX / RTX Corporation
ECL / Ecolab Inc.
CLF / Cleveland-Cliffs Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
MU / Micron Technology, Inc.
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
DMTK / DermTech, Inc.
ATO / Atmos Energy Corporation
CRH / CRH plc
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
DSU / BlackRock Debt Strategies Fund, Inc.
HAL / Halliburton Company
F / Ford Motor Company
AKTS / Akoustis Technologies, Inc.
MRCC / Monroe Capital Corporation
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
CFR / Cullen/Frost Bankers, Inc.
SNBR / Sleep Number Corporation
GT / The Goodyear Tire & Rubber Company
GPS / The Gap, Inc.
ABB / ABB Ltd. - ADR
REET / iShares Trust - iShares Global REIT ETF
EL / The Estée Lauder Companies Inc.
TMO / Thermo Fisher Scientific Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
IOO / iShares Trust - iShares Global 100 ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IBM / International Business Machines Corporation
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
TIP / iShares Trust - iShares TIPS Bond ETF
URI / United Rentals, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BX / Blackstone Inc.
ACN / Accenture plc
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CARR / Carrier Global Corporation
LULU / lululemon athletica inc.
FRSH / Freshworks Inc.
AON / Aon plc
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IVZ / Invesco Ltd.
PGR / The Progressive Corporation
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
JCI / Johnson Controls International plc
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
VGT / Vanguard World Fund - Vanguard Information Technology ETF
TSLA / Tesla, Inc.
PNC / The PNC Financial Services Group, Inc.
MA / Mastercard Incorporated
AWK / American Water Works Company, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
AMP / Ameriprise Financial, Inc.
KMB / Kimberly-Clark Corporation
BKNG / Booking Holdings Inc.
INTU / Intuit Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
D / Dominion Energy, Inc.
KHC / The Kraft Heinz Company
MDT / Medtronic plc
UPS / United Parcel Service, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
EQIX / Equinix, Inc.
BAX / Baxter International Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AVY / Avery Dennison Corporation
DY / Dycom Industries, Inc.
HRL / Hormel Foods Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
CMI / Cummins Inc.
PRU / Prudential Financial, Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
HWKN / Hawkins, Inc.
WM / Waste Management, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
RF / Regions Financial Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
XEL / Xcel Energy Inc.
PG / The Procter & Gamble Company
NVRO / Nevro Corp.
DZSI / DZS Inc.
LUV / Southwest Airlines Co.
MDY / SPDR S&P MidCap 400 ETF Trust
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
HLT / Hilton Worldwide Holdings Inc.
MDLZ / Mondelez International, Inc.
NEM / Newmont Corporation
AEG / Aegon Ltd. - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TFX / Teleflex Incorporated
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
POST / Post Holdings, Inc.
SWKS / Skyworks Solutions, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
MUE / BlackRock MuniHoldings Quality Fund II, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
RACE / Ferrari N.V.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMGN / Amgen Inc.
LRCX / Lam Research Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MOVE / Movano Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
MET / MetLife, Inc.
ZS / Zscaler, Inc.
ALC / Alcon Inc.
TTC / The Toro Company
HD / The Home Depot, Inc.
PII / Polaris Inc.
RMD / ResMed Inc.
IX / ORIX Corporation - Depositary Receipt (Common Stock)
ADSK / Autodesk, Inc.
BRK.B / Berkshire Hathaway Inc.
IBB / iShares Trust - iShares Biotechnology ETF
NUE / Nucor Corporation
WY / Weyerhaeuser Company
AVGO / Broadcom Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VVR / Invesco Senior Income Trust
SHW / The Sherwin-Williams Company
AGZ / iShares Trust - iShares Agency Bond ETF
CP / Canadian Pacific Kansas City Limited
FTV / Fortive Corporation
STIM / Neuronetics, Inc.
SUM / Summit Materials, Inc.
JHX / James Hardie Industries plc
DGII / Digi International Inc.
ENTG / Entegris, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
COR / Cencora, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
WELL / Welltower Inc.
PDI / PIMCO Dynamic Income Fund
UNH / UnitedHealth Group Incorporated
SNY / Sanofi - Depositary Receipt (Common Stock)
PSA / Public Storage
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
BRK.A / Berkshire Hathaway Inc.
NXPI / NXP Semiconductors N.V.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SNOW / Snowflake Inc.
COST / Costco Wholesale Corporation
WFC / Wells Fargo & Company
CTLP / Cantaloupe, Inc.
AQB / AquaBounty Technologies, Inc.
FI / Fiserv, Inc.
MRO / Marathon Oil Corporation
LHX / L3Harris Technologies, Inc.
COP / ConocoPhillips
XOM / Exxon Mobil Corporation
DD / DuPont de Nemours, Inc.