| American Balanced Fund F
/ (024071409) |
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| American Funds - American Mutu
/ (027681105) |
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| American Funds Fundamental Inv
/ (360802102) |
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| Columbia Global Technology Gro
/ (19765P539) |
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| Deutsche Science & Technology
/ (25159L562) |
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| SEI Instl Mgd S&P 500 Index A
/ (783925316) |
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| Vanguard World Fds
/ (92204A793) |
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| ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
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| Cooper Companies
/ (216648402) |
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| IBO / Impact BioMedical Inc.
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| LRCX / Lam Research Corporation
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| Lewis & Clark Bank
/ (527584106) |
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| Peoples Bank of Commerce Orego
/ (710311101) |
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| GOOG / Alphabet Inc.
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| TEL / TE Connectivity plc
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| GIS / General Mills, Inc.
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| UNP / Union Pacific Corporation
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| CGRIX / Calamos Investment Trust/IL - Calamos Growth Fund Class I
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| GSFTX / Columbia Funds Series Trust I - Dividend Income Fund Class Inst
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| CFG / Citizens Financial Group, Inc.
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| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
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| TWCUX / American Century Mutual Funds Inc. - American Century Ultra Investor Class
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| US09257V5084 / Blackstone Alternative Multi-Strategy Fund, Class Y
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| ADSK / Autodesk, Inc.
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| ISRG / Intuitive Surgical, Inc.
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| BRK.B / Berkshire Hathaway Inc.
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| LMT / Lockheed Martin Corporation
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| CMS / CMS Energy Corporation
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| GE / General Electric Company
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| AMT / American Tower Corporation
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| TFC / Truist Financial Corporation
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| DOW / Dow Inc.
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| IYH / iShares Trust - iShares U.S. Healthcare ETF
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| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
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| PNC / The PNC Financial Services Group, Inc.
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| IYW / iShares Trust - iShares U.S. Technology ETF
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| IYM / iShares Trust - iShares U.S. Basic Materials ETF
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| US06828M5040 / Baron Focused Growth Fund
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| VDIGX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Dividend Growth Fund
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| D / Dominion Energy, Inc.
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| SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
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| MMM / 3M Company
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| FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
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| CHD / Church & Dwight Co., Inc.
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| PSA / Public Storage
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| CSX / CSX Corporation
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| CMI / Cummins Inc.
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| MKC / McCormick & Company, Incorporated
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| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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| CTSH / Cognizant Technology Solutions Corporation
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| TDG / TransDigm Group Incorporated
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| US7846351044 / SPX Corp
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| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
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| American Funds Invmt Co of Ame
/ (461308827) |
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| American Funds Washington Mutu
/ (939330825) |
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| Janus Forty T
/ (47103A625) |
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| Janus Invt Fd
/ (47103C795) |
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| WSM / Williams-Sonoma, Inc.
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| POSKX / Primecap Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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| Schwab Total Stock Market Inde
/ (808509756) |
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| TIAA-CREF Growth & Income Reta
/ (886315761) |
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| Vanguard LifeStrategy Growth
/ (912909503) |
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| Vanguard World Fds
/ (92204A827) |
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| ROP / Roper Technologies, Inc.
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| AVB / AvalonBay Communities, Inc.
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| DFQTX / Dfa Investment Dimensions Group Inc - DFA U.S. Core Equity 2 Portfolio
|
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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| FKREX / FRANKLIN GROWTH FUND
|
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| PLD / Prologis, Inc.
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| TWCUX / American Century Mutual Funds Inc. - American Century Ultra Investor Class
|
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| DFS / Discover Financial Services
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| FDX / FedEx Corporation
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| US5529856735 / MFS Growth Fund
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| HPQ / HP Inc.
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| IWV / iShares Trust - iShares Russell 3000 ETF
|
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| CME / CME Group Inc.
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| ETN / Eaton Corporation plc
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| IR / Ingersoll Rand Inc.
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| IR / Ingersoll Rand Inc.
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| EFX / Equifax Inc.
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| TRMB / Trimble Inc.
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| RPM / RPM International Inc.
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| EMR / Emerson Electric Co.
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| TRV / The Travelers Companies, Inc.
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| MLM / Martin Marietta Materials, Inc.
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| GOOGL / Alphabet Inc.
|
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| MAS / Masco Corporation
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| PANW / Palo Alto Networks, Inc.
|
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|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
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| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
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| ADBE / Adobe Inc.
|
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| CAT / Caterpillar Inc.
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| HSY / The Hershey Company
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| HOG / Harley-Davidson, Inc.
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| AMP / Ameriprise Financial, Inc.
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| BRK.A / Berkshire Hathaway Inc.
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| DD / DuPont de Nemours, Inc.
|
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| DIS / The Walt Disney Company
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| AVY / Avery Dennison Corporation
|
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| MPC / Marathon Petroleum Corporation
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| META / Meta Platforms, Inc.
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| IBM / International Business Machines Corporation
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| ETR / Entergy Corporation
|
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| USB / U.S. Bancorp
|
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| CVX / Chevron Corporation
|
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| GILD / Gilead Sciences, Inc.
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| KMB / Kimberly-Clark Corporation
|
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| A / Agilent Technologies, Inc.
|
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| AME / AMETEK, Inc.
|
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| MCD / McDonald's Corporation
|
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| ADP / Automatic Data Processing, Inc.
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| PEG / Public Service Enterprise Group Incorporated
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| PM / Philip Morris International Inc.
|
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|
| IYF / iShares Trust - iShares U.S. Financials ETF
|
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| CMCSA / Comcast Corporation
|
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| NSC / Norfolk Southern Corporation
|
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| JPM / JPMorgan Chase & Co.
|
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| IYE / iShares Trust - iShares U.S. Energy ETF
|
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| PGR / The Progressive Corporation
|
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| DELL / Dell Technologies Inc.
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| ADI / Analog Devices, Inc.
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| FAST / Fastenal Company
|
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| SO / The Southern Company
|
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|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
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| BA / The Boeing Company
|
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| TXN / Texas Instruments Incorporated
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| AVGO / Broadcom Inc.
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| MCO / Moody's Corporation
|
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| GEV / GE Vernova Inc.
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| VZ / Verizon Communications Inc.
|
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| CTVA / Corteva, Inc.
|
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|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
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| ANET / Arista Networks Inc
|
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|
| Summit Bank OR
/ (86601L105) |
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|
|
| Russell Investment Tax-Managed
/ (78250G339) |
|
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| Schwab Charitable Total Market
/ (808516702) |
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|
| Seligman Comm & Info Fd Cl A
/ (816333108) |
|
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|
|
| FSLR / First Solar, Inc.
|
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|
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| VWELX / Vanguard Wellington Fund - Vanguard Wellington Fund Investor Shares
|
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|
| FRDPX / Franklin Managed Trust - Franklin Rising Dividends Fund Class A
|
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| F / Ford Motor Company
|
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| JENSX / Jensen Quality Growth Fund Inc (The) - Jensen Quality Growth Fund Class J
|
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| DINO / HF Sinclair Corporation
|
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| ESS / Essex Property Trust, Inc.
|
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| TGT / Target Corporation
|
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|
| DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
|
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| GWW / W.W. Grainger, Inc.
|
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| APD / Air Products and Chemicals, Inc.
|
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| DPZ / Domino's Pizza, Inc.
|
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| FSRNQ / Fisker Inc.
|
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| PPG / PPG Industries, Inc.
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| GD / General Dynamics Corporation
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| BKNG / Booking Holdings Inc.
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| CBRE / CBRE Group, Inc.
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| TRP / TC Energy Corporation
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| RTX / RTX Corporation
|
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| PWR / Quanta Services, Inc.
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| UBER / Uber Technologies, Inc.
|
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| ZBH / Zimmer Biomet Holdings, Inc.
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| CASY / Casey's General Stores, Inc.
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| SHOP / Shopify Inc.
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| NVDA / NVIDIA Corporation
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| LLY / Eli Lilly and Company
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| BAC / Bank of America Corporation
|
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|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
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| GLW / Corning Incorporated
|
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| V / Visa Inc.
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|
| PEP / PepsiCo, Inc.
|
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| VRTX / Vertex Pharmaceuticals Incorporated
|
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| CPRT / Copart, Inc.
|
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| MSFT / Microsoft Corporation
|
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| BRKR / Bruker Corporation
|
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| VLTO / Veralto Corporation
|
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| AXP / American Express Company
|
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| CBT / Cabot Corporation
|
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| ORCL / Oracle Corporation
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| AAPL / Apple Inc.
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|
| MU / Micron Technology, Inc.
|
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| INTC / Intel Corporation
|
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| CCI / Crown Castle Inc.
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| LNG / Cheniere Energy, Inc.
|
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| SLB / Schlumberger Limited
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| AZO / AutoZone, Inc.
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| EXR / Extra Space Storage Inc.
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| CHTR / Charter Communications, Inc.
|
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| CBTC / XTRA Bitcoin Inc.
|
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| VLO / Valero Energy Corporation
|
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| KVUE / Kenvue Inc.
|
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| US0549371070 / BB&T Corp.
|
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| DOV / Dover Corporation
|
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|
| IYK / iShares Trust - iShares U.S. Consumer Staples ETF
|
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|
| BX / Blackstone Inc.
|
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|
| INTU / Intuit Inc.
|
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|
| AMZN / Amazon.com, Inc.
|
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|
| TMUS / T-Mobile US, Inc.
|
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|
| IAK / iShares Trust - iShares U.S. Insurance ETF
|
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|
|
| DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
|
|
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|
| WM / Waste Management, Inc.
|
|
|
|
|
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|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
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|
|
| COF / Capital One Financial Corporation
|
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|
|
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|
|
| SNPS / Synopsys, Inc.
|
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|
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|
|
| MTB / M&T Bank Corporation
|
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|
|
| PH / Parker-Hannifin Corporation
|
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|
|
|
|
|
| SCDGX / Deutsche DWS Investment Trust - DWS Core Equity Fund Class S
|
|
|
|
|
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|
|
| DODGX / Dodge & Cox Funds - Dodge & Cox Stock Fund
|
|
|
|
|
|
|
|
| US4763134081 / JENS-QUAL GR-Y
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| AAON / AAON, Inc.
|
|
|
|
|
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|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
| HUBB / Hubbell Incorporated
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| PRWCX / T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund
|
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
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| KMPR / Kemper Corporation
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| IDA / IDACORP, Inc.
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| MSI / Motorola Solutions, Inc.
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| ALL / The Allstate Corporation
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| GEHC / GE HealthCare Technologies Inc.
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| US9229086940 / Vanguard Extended Market Index Admiral Shares
|
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| PSX / Phillips 66
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| AGTHX / Growth Fund Of America - American Funds Growth Fund of America Class A
|
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| TROW / T. Rowe Price Group, Inc.
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| BLK / BlackRock, Inc.
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
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| IYT / iShares Trust - iShares U.S. Transportation ETF
|
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
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| EWBC / East West Bancorp, Inc.
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| JNJ / Johnson & Johnson
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| SBUX / Starbucks Corporation
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| AMGN / Amgen Inc.
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| XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
|
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| ABT / Abbott Laboratories
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| XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
|
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| XOM / Exxon Mobil Corporation
|
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| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
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| HII / Huntington Ingalls Industries, Inc.
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| ABBV / AbbVie Inc.
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| NEE / NextEra Energy, Inc.
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| FMC / FMC Corporation
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| AEE / Ameren Corporation
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| SYK / Stryker Corporation
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| HBAN / Huntington Bancshares Incorporated
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| MET / MetLife, Inc.
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| QQQ / Invesco QQQ Trust, Series 1
|
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| UNH / UnitedHealth Group Incorporated
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| DE / Deere & Company
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| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
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| LOW / Lowe's Companies, Inc.
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| T / AT&T Inc.
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| YUM / Yum! Brands, Inc.
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| WMT / Walmart Inc.
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| ZTS / Zoetis Inc.
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| GS / The Goldman Sachs Group, Inc.
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| CL / Colgate-Palmolive Company
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| FI / Fiserv, Inc.
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| BROS / Dutch Bros Inc.
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| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
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| HUM / Humana Inc.
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| SPY / SPDR S&P 500 ETF
|
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| BK / The Bank of New York Mellon Corporation
|
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| DLR / Digital Realty Trust, Inc.
|
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| WAT / Waters Corporation
|
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| HON / Honeywell International Inc.
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| AEP / American Electric Power Company, Inc.
|
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| FTV / Fortive Corporation
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| TSN / Tyson Foods, Inc.
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| VOYA / Voya Financial, Inc.
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| BDX / Becton, Dickinson and Company
|
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| AJG / Arthur J. Gallagher & Co.
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| BMY / Bristol-Myers Squibb Company
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| CNP / CenterPoint Energy, Inc.
|
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| IBB / iShares Trust - iShares Biotechnology ETF
|
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| AN / AutoNation, Inc.
|
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| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
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| NOC / Northrop Grumman Corporation
|
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| JCI / Johnson Controls International plc
|
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| XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
|
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|
| CTRA / Coterra Energy Inc.
|
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| WCN / Waste Connections, Inc.
|
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| TXT / Textron Inc.
|
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| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
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| MDT / Medtronic plc
|
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| MRK / Merck & Co., Inc.
|
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| EW / Edwards Lifesciences Corporation
|
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|
| DVY / iShares Trust - iShares Select Dividend ETF
|
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|
| TMO / Thermo Fisher Scientific Inc.
|
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| SPGI / S&P Global Inc.
|
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|
| MS / Morgan Stanley
|
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|
| TSLA / Tesla, Inc.
|
|
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|
| CI / The Cigna Group
|
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|
| ITW / Illinois Tool Works Inc.
|
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|
| CRM / Salesforce, Inc.
|
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|
| MNST / Monster Beverage Corporation
|
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|
| COLB / Columbia Banking System, Inc.
|
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|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
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|
|
| WMB / The Williams Companies, Inc.
|
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|
| MA / Mastercard Incorporated
|
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|
|
| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| OTIS / Otis Worldwide Corporation
|
|
|
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|
|
| GGG / Graco Inc.
|
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|
| CDNS / Cadence Design Systems, Inc.
|
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|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
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|
|
| COR / Cencora, Inc.
|
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|
| THMG / Thunder Mountain Gold, Inc.
|
|
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|
|
| CSCO / Cisco Systems, Inc.
|
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|
| WFC / Wells Fargo & Company
|
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|
| ICLN / iShares Trust - iShares Global Clean Energy ETF
|
|
|
|
|
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|
|
| OKE / ONEOK, Inc.
|
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|
|
| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
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|
|
| APH / Amphenol Corporation
|
|
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|
| EA / Electronic Arts Inc.
|
|
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|
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|
|
| ALB / Albemarle Corporation
|
|
|
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|
|
| PG / The Procter & Gamble Company
|
|
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|
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|
|
| KR / The Kroger Co.
|
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|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| CAH / Cardinal Health, Inc.
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| US2332034139 / DFA US Core Equity 1 Portfolio
|
|
|
|
|
|
|
|
| MAR / Marriott International, Inc.
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
| AIG / American International Group, Inc.
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
|
|
|
|
|
|
|
|
| IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
|
|
|
|
|
|
|
|
| VVIAX / Vanguard Index Funds - Vanguard Value Index Fund Admiral
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| KMI / Kinder Morgan, Inc.
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| NOW / ServiceNow, Inc.
|
|
|
|
|
|
|
|
| TY / Tri-Continental Corporation
|
|
|
|
|
|
|
|
| WWD / Woodward, Inc.
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| INGR / Ingredion Incorporated
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| MUSA / Murphy USA Inc.
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| BRO / Brown & Brown, Inc.
|
|
|
|
|
|
|
|
| DSS / DSS, Inc.
|
|
|
|
|
|
|
|
| IYG / iShares Trust - iShares U.S. Financial Services ETF
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| MFC / Manulife Financial Corporation
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| IYJ / iShares Trust - iShares U.S. Industrials ETF
|
|
|
|
|
|
|
|
| KEYS / Keysight Technologies, Inc.
|
|
|
|
|
|
|
|
| STT / State Street Corporation
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
|
| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
|
|
| C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| BEN / Franklin Resources, Inc.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
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|
.
