Market Value1,188,898,514
Total Holdings434
File Date2025-06-17
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
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Current Value
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AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
PFE / Pfizer Inc.
AAPL / Apple Inc.
NFLX / Netflix, Inc.
CL / Colgate-Palmolive Company
KO / The Coca-Cola Company
CRWD / CrowdStrike Holdings, Inc.
NOC / Northrop Grumman Corporation
MSTR / Strategy Inc
EW / Edwards Lifesciences Corporation
BKNG / Booking Holdings Inc.
MS / Morgan Stanley
VTV / Vanguard Index Funds - Vanguard Value ETF
EFNL / iShares Trust - iShares MSCI Finland ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IBM / International Business Machines Corporation
SPY / SPDR S&P 500 ETF
TIP / iShares Trust - iShares TIPS Bond ETF
MCO / Moody's Corporation
ACN / Accenture plc
LOW / Lowe's Companies, Inc.
CELH / Celsius Holdings, Inc.
BMRN / BioMarin Pharmaceutical Inc.
SPGI / S&P Global Inc.
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
MRVL / Marvell Technology, Inc.
TSLA / Tesla, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WM / Waste Management, Inc.
JPM / JPMorgan Chase & Co.
DIS / The Walt Disney Company
COST / Costco Wholesale Corporation
CRM / Salesforce, Inc.
TXN / Texas Instruments Incorporated
CMCSA / Comcast Corporation
GOOG / Alphabet Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
NEE / NextEra Energy, Inc.
BMY / Bristol-Myers Squibb Company
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
PICK / iShares, Inc. - iShares MSCI Global Metals & Mining Producers ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
MCD / McDonald's Corporation
PEP / PepsiCo, Inc.
GLD / SPDR Gold Trust
MRK / Merck & Co., Inc.
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
EWG / iShares, Inc. - iShares MSCI Germany ETF
RRC / Range Resources Corporation
EMR / Emerson Electric Co.
LMT / Lockheed Martin Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
XT / iShares Trust - iShares Exponential Technologies ETF
MO / Altria Group, Inc.
IYT / iShares Trust - iShares U.S. Transportation ETF
AMAT / Applied Materials, Inc.
NSC / Norfolk Southern Corporation
AMGN / Amgen Inc.
AMZN / Amazon.com, Inc.
ROST / Ross Stores, Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
WFC / Wells Fargo & Company
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
MA / Mastercard Incorporated
DY / Dycom Industries, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
DD / DuPont de Nemours, Inc.
ROK / Rockwell Automation, Inc.
JNJ / Johnson & Johnson
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SLVP / iShares, Inc. - iShares MSCI Global Silver and Metals Miners ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
DWM / WisdomTree Trust - WisdomTree International Equity Fund
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
BNL / Broadstone Net Lease, Inc.
ETR / Entergy Corporation
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
FNX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Core AlphaDEX Fund
SCYB / Schwab Strategic Trust - Schwab High Yield Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
RSPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Energy ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
EFSI / Eagle Financial Services, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
USPH / U.S. Physical Therapy, Inc.
COPX / Global X Funds - Global X Copper Miners ETF
DVY / iShares Trust - iShares Select Dividend ETF
TKO / TKO Group Holdings, Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
OKE / ONEOK, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
COP / ConocoPhillips
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
EOG / EOG Resources, Inc.
META / Meta Platforms, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
V / Visa Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
TRGP / Targa Resources Corp.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
CSCO / Cisco Systems, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
PINS / Pinterest, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
GPC / Genuine Parts Company
T / AT&T Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VEGI / iShares, Inc. - iShares MSCI Agriculture Producers ETF
MU / Micron Technology, Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MUB / iShares Trust - iShares National Muni Bond ETF
GD / General Dynamics Corporation
CME / CME Group Inc.
KLAC / KLA Corporation
EA / Electronic Arts Inc.
ADBE / Adobe Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
EWO / iShares, Inc. - iShares MSCI Austria ETF
NOW / ServiceNow, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
COR / Cencora, Inc.
TT / Trane Technologies plc
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
INTU / Intuit Inc.
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AGCO / AGCO Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
SCHJ / Schwab Strategic Trust - Schwab 1-5 Year Corporate Bond ETF
SYY / Sysco Corporation
KBE / SPDR Series Trust - SPDR S&P Bank ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
RTH / VanEck ETF Trust - VanEck Retail ETF
CI / The Cigna Group
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
UNP / Union Pacific Corporation
BRO / Brown & Brown, Inc.
XHB / SPDR Series Trust - SPDR S&P Homebuilders ETF
SAM / The Boston Beer Company, Inc.
FIS / Fidelity National Information Services, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
RAYS / Global X Funds - Global X Solar ETF
NBTB / NBT Bancorp Inc.
EPOL / iShares Trust - iShares MSCI Poland ETF
UPS / United Parcel Service, Inc.
GE / General Electric Company
CHKP / Check Point Software Technologies Ltd.
DTE / DTE Energy Company
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
APH / Amphenol Corporation
VRTX / Vertex Pharmaceuticals Incorporated
ALNT / Allient Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
WPC / W. P. Carey Inc.
URA / Global X Funds - Global X Uranium ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
SCL / Stepan Company
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
PHYS / Sprott Physical Gold Trust
BRK.A / Berkshire Hathaway Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
GEV / GE Vernova Inc.
SHW / The Sherwin-Williams Company
STZ / Constellation Brands, Inc.
NGVT / Ingevity Corporation
HON / Honeywell International Inc.
BDC / Belden Inc.
MDLZ / Mondelez International, Inc.
CAT / Caterpillar Inc.
PANW / Palo Alto Networks, Inc.
FXG / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Staples AlphaDEX Fund
XOM / Exxon Mobil Corporation
WFC.PRL / Wells Fargo & Company - Preferred Stock
NVDA / NVIDIA Corporation
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IDXX / IDEXX Laboratories, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
RY / Royal Bank of Canada
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DRLL / EA Series Trust - Strive U.S. Energy ETF
NEM / Newmont Corporation
QQQ / Invesco QQQ Trust, Series 1
GOOGL / Alphabet Inc.
PAYX / Paychex, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
ARLP / Alliance Resource Partners, L.P. - Limited Partnership
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
IXN / iShares Trust - iShares Global Tech ETF
GWW / W.W. Grainger, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
SIL / Global X Funds - Global X Silver Miners ETF
UMI / USCF ETF Trust - USCF Midstream Energy Income Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CCK / Crown Holdings, Inc.
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
FI / Fiserv, Inc.
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
AMT / American Tower Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CPB / The Campbell's Company
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
ABBV / AbbVie Inc.
AEP / American Electric Power Company, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
LLY / Eli Lilly and Company
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
RTX / RTX Corporation
USB / U.S. Bancorp
BA / The Boeing Company
MEI / Methode Electronics, Inc.
HD / The Home Depot, Inc.
PEG / Public Service Enterprise Group Incorporated
CVX / Chevron Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
ICF / iShares Trust - iShares Select U.S. REIT ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
UNH / UnitedHealth Group Incorporated
WMT / Walmart Inc.
PG / The Procter & Gamble Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
XEL / Xcel Energy Inc.
GS / The Goldman Sachs Group, Inc.
AVGO / Broadcom Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
RSPS / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF
PM / Philip Morris International Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
NLR / VanEck ETF Trust - VanEck Uranium+Nuclear Energy ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CDNS / Cadence Design Systems, Inc.
PLTR / Palantir Technologies Inc.
BUXX / EA Series Trust - Strive Enhanced Income Short Maturity ETF
CASY / Casey's General Stores, Inc.
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
MTB / M&T Bank Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
ZTS / Zoetis Inc.
GILD / Gilead Sciences, Inc.
MSI / Motorola Solutions, Inc.
RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
ADI / Analog Devices, Inc.
DAR / Darling Ingredients Inc.
WEC / WEC Energy Group, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
AFL / Aflac Incorporated
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
IBIT / iShares Bitcoin Trust ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
OXM / Oxford Industries, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
SOXX / iShares Trust - iShares Semiconductor ETF
XSW / SPDR Series Trust - SPDR S&P Software & Services ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
INDA / iShares Trust - iShares MSCI India ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
LW / Lamb Weston Holdings, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
KIE / SPDR Series Trust - SPDR S&P Insurance ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
PSL / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Consumer Staples Momentum ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
RSPM / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Materials ETF
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
EWM / iShares, Inc. - iShares MSCI Malaysia ETF
EWUS / iShares Trust - iShares MSCI United Kingdom Small-Cap ETF
XOP / SPDR Series Trust - SPDR S&P Oil & Gas Exploration & Production ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
MMM / 3M Company
PPL / PPL Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
MBB / iShares Trust - iShares MBS ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
MCK / McKesson Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
SWKS / Skyworks Solutions, Inc.
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
SMOG / VanEck ETF Trust - VanEck Low Carbon Energy ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
ALL / The Allstate Corporation
EMGF / iShares, Inc. - iShares Emerging Markets Equity Factor ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
PFF / iShares Trust - iShares Preferred and Income Securities ETF
AXP / American Express Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
TRNS / Transcat, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AWI / Armstrong World Industries, Inc.
BOOT / Boot Barn Holdings, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
CAH / Cardinal Health, Inc.
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
DORM / Dorman Products, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
TKR / The Timken Company
ABT / Abbott Laboratories
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
BCO / The Brink's Company
VUG / Vanguard Index Funds - Vanguard Growth ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
IDV / iShares Trust - iShares International Select Dividend ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
OEF / iShares Trust - iShares S&P 100 ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DOX / Amdocs Limited
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SMDV / ProShares Trust - ProShares Russell 2000 Dividend Growers ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ZS / Zscaler, Inc.
SO / The Southern Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SOLV / Solventum Corporation
DOW / Dow Inc.
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
STRV / EA Series Trust - Strive 500 ETF
TGT / Target Corporation
LHX / L3Harris Technologies, Inc.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
LPX / Louisiana-Pacific Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BDX / Becton, Dickinson and Company
CMS / CMS Energy Corporation
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
REGL / ProShares Trust - ProShares S&P Midcap 400 Dividend Aristocrats ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VZ / Verizon Communications Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ADP / Automatic Data Processing, Inc.
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
GBTC / Grayscale Bitcoin Trust (BTC)
MLPA / Global X Funds - Global X MLP ETF
ICE / Intercontinental Exchange, Inc.
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DHR / Danaher Corporation
ORCL / Oracle Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
BRK.B / Berkshire Hathaway Inc.
CTVA / Corteva, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
MUSA / Murphy USA Inc.
TJX / The TJX Companies, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
LOB / Live Oak Bancshares, Inc.
SYK / Stryker Corporation
ETN / Eaton Corporation plc
IWN / iShares Trust - iShares Russell 2000 Value ETF
EPAC / Enerpac Tool Group Corp.
HDV / iShares Trust - iShares Core High Dividend ETF
IWM / iShares Trust - iShares Russell 2000 ETF
QCOM / QUALCOMM Incorporated
FNF / Fidelity National Financial, Inc.
MSFT / Microsoft Corporation
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
PKG / Packaging Corporation of America