| WPC / W. P. Carey Inc.
|
|
|
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|
|
| CSCO / Cisco Systems, Inc.
|
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|
|
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|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
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|
|
| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| ABB / ABB Ltd. - ADR
|
|
|
|
|
|
|
|
| OOSAX / Aim Counselor Series Trust - Invesco Senior Floating Rate Fund USD Cls A
|
|
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|
|
| ODVYX / AIM Investment Funds - Invesco Developing Markets Fd USD Cls Y
|
|
|
|
|
|
|
|
| NOK / Nokia Oyj - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SGOVX / First Eagle Funds - First Eagle Overseas Fund Class A
|
|
|
|
|
|
|
|
| IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| VMLTX / Vanguard Municipal Bond Funds - Vanguard Limited Term Tax Exempt Fund
|
|
|
|
|
|
|
|
| VWLTX / Vanguard Municipal Bond Funds - Vanguard Long-Term Tax-Exempt Fund Investor Class
|
|
|
|
|
|
|
|
| JWN / Nordstrom, Inc.
|
|
|
|
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|
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| JFBC / Jeffersonville Bancorp
|
|
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|
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|
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| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| US9219377028 / VAN-ST BD I-ADM
|
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|
|
|
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| US9220318367 / VANG-ST IN G-ADM
|
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|
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|
|
| Vanguard S/T Treasury Adm
/ FFUS (922031851) |
|
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| Washington Mutual F1
/ (939330403) |
|
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|
|
| Fidelity Advisor Inv Grade Bon
/ FFUS (316146703) |
|
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|
|
| LLDYX / Lord Abbett Investment Trust - Lord Abbett Investor Tr Short Duration Income Fund Class I
|
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|
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|
|
| Vanguard CA Inter-Term Tax Exe
/ FFUS (922021407) |
|
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|
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|
|
| Vanguard Interm Term Inv Grade
/ FFUS (922031810) |
|
|
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|
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|
| Vanguard Ltd Term Tax Exempt I
/ FFUS (922907704) |
|
|
|
|
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|
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| FKGRX / Franklin Custodian Funds - Franklin Growth Fund Class A1
|
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| GG / Goldcorp, Inc.
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| US74439V8000 / PGIM-FLT RT-Z
|
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| American Wash Mutual Investors
/ (939330825) |
|
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| Fidelity Independence Fd
/ (316145309) |
|
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| PRMTX / T. Rowe Price Media & Telecommunications Fund Inc - T. Rowe Price Communications & Technology Fund Investor Class
|
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| PRWCX / T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund
|
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|
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| US9229078780 / Vanguard Intermediate-Term Tax-Exempt Fund
|
|
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|
| VWSTX / Vanguard Municipal Bond Funds - Vanguard Short-Term Tax-Exempt Fund Investor Class
|
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|
|
| FGBAX / Fidelity Salem Street Trust - Fidelity Advisor Investment Grade Bond Fund Class A
|
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|
| US9220314069 / Vanguard Short-Term Investment Grade Fund
|
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| OIBAX / AIM Investment Funds - Invesco Intl Bd Fd USD Cls A
|
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|
|
| SGENX / First Eagle Funds - First Eagle Global Fund Class A
|
|
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|
|
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|
|
| American Century Select Inv Cl
/ (250835022) |
|
|
|
|
|
|
|
| AWSHX / Washington Mutual Investors Fund - Washington Mutual Investors Fund Class A
|
|
|
|
|
|
|
|
| Neuberger Berman Equity Income
/ (641224498) |
|
|
|
|
|
|
|
| MBI / MBIA Inc.
|
|
|
|
|
|
|
|
| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
|
|
|
|
|
|
|
| Vanguard Value
/ (992908744) |
|
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|
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|
|
| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
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| US3162001040 / Fidelity Growth Company Fund
|
|
|
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|
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|
|
| DIS / The Walt Disney Company
|
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|
|
| WBA / Walgreens Boots Alliance, Inc.
|
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| AMT / American Tower Corporation
|
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| VZ / Verizon Communications Inc.
|
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| RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
|
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|
|
| KSU / Kansas City Southern
|
|
|
|
|
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|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
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|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| IR / Ingersoll Rand Inc.
|
|
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|
|
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|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| FMAGX / Fidelity Magellan Fund - Fidelity Magellan
|
|
|
|
|
|
|
|
| PRHSX / T. Rowe Price Health Sciences Fund Inc - T. Rowe Price Health Sciences Fund
|
|
|
|
|
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|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
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|
|
| NYVTX / Davis New York Venture Fund Inc. - Davis New York Venture Fund A
|
|
|
|
|
|
|
|
| JAMRX / Janus Investment Fund - Janus Henderson Research Fund Class T
|
|
|
|
|
|
|
|
| 904784709 / Unilever N.V.
|
|
|
|
|
|
|
|
| FLPKX / Fidelity Puritan Trust - Fidelity Low Priced Stock Fund Class K
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
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|
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| MDT / Medtronic plc
|
|
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|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
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|
|
|
|
| VDE / Vanguard World Fund - Vanguard Energy ETF
|
|
|
|
|
|
|
|
| LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| CAC / Camden National Corporation
|
|
|
|
|
|
|
|
| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
| DVN / Devon Energy Corporation
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| WAT / Waters Corporation
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| PCAR / PACCAR Inc
|
|
|
|
|
|
|
|
| XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| CERN / Cerner Corp.
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| SLB / Schlumberger Limited
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
| WTRG / Essential Utilities, Inc.
|
|
|
|
|
|
|
|
| BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| NWL / Newell Brands Inc.
|
|
|
|
|
|
|
|
| XRAY / DENTSPLY SIRONA Inc.
|
|
|
|
|
|
|
|
| CELG / Celgene Corp.
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
| SJM / The J. M. Smucker Company
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| XYL / Xylem Inc.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| KMI / Kinder Morgan, Inc.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| MTD / Mettler-Toledo International Inc.
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SPLK / Splunk Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| HSIC / Henry Schein, Inc.
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| IDXX / IDEXX Laboratories, Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| OXY / Occidental Petroleum Corporation
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| MOS / The Mosaic Company
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| FTV / Fortive Corporation
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| LIN / Linde plc
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| 0JCT / Intuit Inc.
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| GIM / Templeton Global Income Fund
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| APH / Amphenol Corporation
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
.
