| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| XRAY / DENTSPLY SIRONA Inc.
|
|
|
|
|
|
|
|
| PRHSX / T. Rowe Price Health Sciences Fund Inc - T. Rowe Price Health Sciences Fund
|
|
|
|
|
|
|
|
| ZM / Zoom Communications Inc.
|
|
|
|
|
|
|
|
| MBB / iShares Trust - iShares MBS ETF
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| SWKS / Skyworks Solutions, Inc.
|
|
|
|
|
|
|
|
| 904784709 / Unilever N.V.
|
|
|
|
|
|
|
|
| JPXUZ / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
|
|
| SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
|
|
|
|
|
|
|
|
| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| APH / Amphenol Corporation
|
|
|
|
|
|
|
|
| IFF / International Flavors & Fragrances Inc.
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| PRNHX / T. Rowe Price New Horizons Fund Inc - T. Rowe Price New Horizons Fund
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| NWN / Northwest Natural Holding Company
|
|
|
|
|
|
|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
| RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
|
|
|
|
|
|
|
|
| IBHB / iShares Trust - iShares iBonds 2022 Term High Yield and Income ETF
|
|
|
|
|
|
|
|
| PXNIX / Pax World Funds Series Trust I - Pax International Sustainable Economy Fd USD Cls INST
|
|
|
|
|
|
|
|
| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
|
|
|
|
|
|
|
| VPMAX / Vanguard Chester Funds - Vanguard PRIMECAP Fund Admiral Class
|
|
|
|
|
|
|
|
| PRMTX / T. Rowe Price Media & Telecommunications Fund Inc - T. Rowe Price Communications & Technology Fund Investor Class
|
|
|
|
|
|
|
|
| PRWCX / T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
|
|
| Vanguard Value
/ (992908744) |
|
|
|
|
|
|
|
| American Fds Washington Mutual
/ (939330775) |
|
|
|
|
|
|
|
| BlackRock Health Sciences Oppo
/ (091937540) |
|
|
|
|
|
|
|
| Calvert Emerging Markets Eqty
/ (131649774) |
|
|
|
|
|
|
|
| Fidelity Independence Fd
/ (316145309) |
|
|
|
|
|
|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
| US3162001040 / Fidelity Growth Company Fund
|
|
|
|
|
|
|
|
| FMAGX / Fidelity Magellan Fund - Fidelity Magellan
|
|
|
|
|
|
|
|
| FLPKX / Fidelity Puritan Trust - Fidelity Low Priced Stock Fund Class K
|
|
|
|
|
|
|
|
| JFBC / Jeffersonville Bancorp
|
|
|
|
|
|
|
|
| NYVTX / Davis New York Venture Fund Inc. - Davis New York Venture Fund A
|
|
|
|
|
|
|
|
| VWNEX / Vanguard Windsor Funds - Vanguard Windsor Admiral Class
|
|
|
|
|
|
|
|
| AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I
|
|
|
|
|
|
|
|
| SGOVX / First Eagle Funds - First Eagle Overseas Fund Class A
|
|
|
|
|
|
|
|
| BYND / Beyond Meat, Inc.
|
|
|
|
|
|
|
|
| JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| FBALX / Fidelity Puritan Trust - Fidelity Balanced Fund
|
|
|
|
|
|
|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| WAT / Waters Corporation
|
|
|
|
|
|
|
|
| FTV / Fortive Corporation
|
|
|
|
|
|
|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| XYL / Xylem Inc.
|
|
|
|
|
|
|
|
| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| MTD / Mettler-Toledo International Inc.
|
|
|
|
|
|
|
|
| IDXX / IDEXX Laboratories, Inc.
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
| PSA / Public Storage
|
|
|
|
|
|
|
|
| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| JAMRX / Janus Investment Fund - Janus Henderson Research Fund Class T
|
|
|
|
|
|
|
|
| SGENX / First Eagle Funds - First Eagle Global Fund Class A
|
|
|
|
|
|
|
|
| ABB / ABB Ltd. - ADR
|
|
|
|
|
|
|
|
| QLTA / iShares Trust - iShares Aaa - A Rated Corporate Bond ETF
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| WTRG / Essential Utilities, Inc.
|
|
|
|
|
|
|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
|
|
|
|
|
| PCAR / PACCAR Inc
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| TMUS / T-Mobile US, Inc.
|
|
|
|
|
|
|
|
| TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| SLB / Schlumberger Limited
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| MRVL / Marvell Technology, Inc.
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BCE / BCE Inc.
|
|
|
|
|
|
|
|
| C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| HSIC / Henry Schein, Inc.
|
|
|
|
|
|
|
|
| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
| GLW / Corning Incorporated
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| QQQX / Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| XLNX / Xilinx, Inc.
|
|
|
|
|
|
|
|
| CERN / Cerner Corp.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| NEM / Newmont Corporation
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| SPLK / Splunk Inc.
|
|
|
|
|
|
|
|
| CHKP / Check Point Software Technologies Ltd.
|
|
|
|
|
|
|
|
| AVB / AvalonBay Communities, Inc.
|
|
|
|
|
|
|
|
| DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| PRU / Prudential Financial, Inc.
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| CSX / CSX Corporation
|
|
|
|
|
|
|
|
| GIM / Templeton Global Income Fund
|
|
|
|
|
|
|
|
| EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| OMC / Omnicom Group Inc.
|
|
|
|
|
|
|
|
| RSG / Republic Services, Inc.
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| SQ / Block, Inc.
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| CMCL / Caledonia Mining Corporation Plc
|
|
|
|
|
|
|
|
| TDOC / Teladoc Health, Inc.
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| WBA / Walgreens Boots Alliance, Inc.
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| IIPR / Innovative Industrial Properties, Inc.
|
|
|
|
|
|
|
|
| WPC / W. P. Carey Inc.
|
|
|
|
|
|
|
|
| RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IBHC / iShares Trust - iShares iBonds 2023 Term High Yield and Income ETF
|
|
|
|
|
|
|
|
| CAC / Camden National Corporation
|
|
|
|
|
|
|
|
| IDV / iShares Trust - iShares International Select Dividend ETF
|
|
|
|
|
|
|
|
| SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
|
|
|
|
|
|
|
|
| XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
|
|
|
|
|
|
|
|
| ARKK / ARK ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
|
|
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| UNM / Unum Group
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| SJM / The J. M. Smucker Company
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| PANW / Palo Alto Networks, Inc.
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| LIN / Linde plc
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| YUM / Yum! Brands, Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| OTIS / Otis Worldwide Corporation
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| DD / DuPont de Nemours, Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| ROP / Roper Technologies, Inc.
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| VRTX / Vertex Pharmaceuticals Incorporated
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
|
|
|
|
|
|
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| XEL / Xcel Energy Inc.
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| SYK / Stryker Corporation
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| FDX / FedEx Corporation
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| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| XOM / Exxon Mobil Corporation
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| USB / U.S. Bancorp
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| EFA / iShares Trust - iShares MSCI EAFE ETF
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| BAC / Bank of America Corporation
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| ICE / Intercontinental Exchange, Inc.
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
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| OXY / Occidental Petroleum Corporation
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| BA / The Boeing Company
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| ABBV / AbbVie Inc.
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| DHR / Danaher Corporation
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| PEP / PepsiCo, Inc.
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| MOS / The Mosaic Company
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| IBB / iShares Trust - iShares Biotechnology ETF
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| SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| TT / Trane Technologies plc
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| NKE / NIKE, Inc.
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| BRK.A / Berkshire Hathaway Inc.
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| 0JCT / Intuit Inc.
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| BRK.B / Berkshire Hathaway Inc.
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| HOLX / Hologic, Inc.
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| PYPL / PayPal Holdings, Inc.
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| RTX / RTX Corporation
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| ICLN / iShares Trust - iShares Global Clean Energy ETF
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| KMI / Kinder Morgan, Inc.
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| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
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| DUK / Duke Energy Corporation
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| NEE / NextEra Energy, Inc.
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| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
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| LOW / Lowe's Companies, Inc.
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| GPC / Genuine Parts Company
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| ITW / Illinois Tool Works Inc.
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| CRM / Salesforce, Inc.
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
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| FI / Fiserv, Inc.
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
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| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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| TXN / Texas Instruments Incorporated
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.
