Market Value1,190,095,579
Total Holdings403
File Date2023-05-03
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
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Current Value
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DHC / Diversified Healthcare Trust
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
ABT / Abbott Laboratories
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
GE / General Electric Company
JNJ / Johnson & Johnson
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
XLP_KZ / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
AMD / Advanced Micro Devices, Inc.
COP / ConocoPhillips
PFE / Pfizer Inc.
CMCSA / Comcast Corporation
QQQ / Invesco QQQ Trust, Series 1
LBRDA / Liberty Broadband Corporation
T / AT&T Inc.
EXAS / Exact Sciences Corporation
V / Visa Inc.
AVGO / Broadcom Inc.
MO / Altria Group, Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
GM / General Motors Company
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CVX / Chevron Corporation
MRVL / Marvell Technology, Inc.
CVS / CVS Health Corporation
X / United States Steel Corporation
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
PYPL / PayPal Holdings, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
TGT / Target Corporation
INTU / Intuit Inc.
CMS / CMS Energy Corporation
SCHW / The Charles Schwab Corporation
ETN / Eaton Corporation plc
DD / DuPont de Nemours, Inc.
LXU / LSB Industries, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SPGI / S&P Global Inc.
HHS / Harte Hanks, Inc.
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
ARCH / Arch Resources, Inc.
CTRA / Coterra Energy Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BNOV / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - November
PXD / Pioneer Natural Resources Company
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HDV / iShares Trust - iShares Core High Dividend ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IBM / International Business Machines Corporation
KKR / KKR & Co. Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
BODY / The Beachbody Company, Inc.
WM / Waste Management, Inc.
TDS / Telephone and Data Systems, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
RBLX / Roblox Corporation
LMT / Lockheed Martin Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
BOCT / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October
PPTA / Perpetua Resources Corp.
CCI / Crown Castle Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
LLY / Eli Lilly and Company
MRNA / Moderna, Inc.
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
RACE / Ferrari N.V.
VHT / Vanguard World Fund - Vanguard Health Care ETF
REAL / The RealReal, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CME / CME Group Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
MSGS / Madison Square Garden Sports Corp.
UP / Wheels Up Experience Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IHRT / iHeartMedia, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
CL / Colgate-Palmolive Company
AMRN / Amarin Corporation plc - Depositary Receipt (Common Stock)
DJD / Invesco Exchange-Traded Fund Trust - Invesco Dow Jones Industrial Average Dividend ETF
IBTD / iShares Trust - iShares iBonds Dec 2023 Term Treasury ETF
FANG / Diamondback Energy, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VLO / Valero Energy Corporation
VTV / Vanguard Index Funds - Vanguard Value ETF
AXP / American Express Company
FDX / FedEx Corporation
AMZN / Amazon.com, Inc.
HON / Honeywell International Inc.
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NKE / NIKE, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CMP / Compass Minerals International, Inc.
HAS / Hasbro, Inc.
WMT / Walmart Inc.
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
SBUX / Starbucks Corporation
GLD / SPDR Gold Trust
CSCO / Cisco Systems, Inc.
IBHE / iShares Trust - iShares iBonds 2025 Term High Yield and Income ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
DIS / The Walt Disney Company
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
JAVA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
MRK / Merck & Co., Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
PM / Philip Morris International Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
MS / Morgan Stanley
AMLP / ALPS ETF Trust - Alerian MLP ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
KODK / Eastman Kodak Company
SPY / SPDR S&P 500 ETF
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
BDEC / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December
EMR / Emerson Electric Co.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BMY / Bristol-Myers Squibb Company
BX / Blackstone Inc.
RDI / Reading International, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
KO / The Coca-Cola Company
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
GIS / General Mills, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
FSK / FS KKR Capital Corp.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
ACTG / Acacia Research Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
TSQ / Townsquare Media, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
TCBK / TriCo Bancshares
ABBV / AbbVie Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
CSGP / CoStar Group, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
NEE / NextEra Energy, Inc.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PG / The Procter & Gamble Company
XOM / Exxon Mobil Corporation
CHDN / Churchill Downs Incorporated
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ITW / Illinois Tool Works Inc.
WFC / Wells Fargo & Company
CGC / Canopy Growth Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
FCX / Freeport-McMoRan Inc.
ADBE / Adobe Inc.
CF / CF Industries Holdings, Inc.
/ GE HealthCare Technologies, Inc.
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July
BSMP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF
LIN / Linde plc
MCD / McDonald's Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
WHLRL / Wheeler Real Estate Investment Trust, Inc.
BKNG / Booking Holdings Inc.
STT / State Street Corporation
PODD / Insulet Corporation
LYFT / Lyft, Inc.
SMG / The Scotts Miracle-Gro Company
SPOT / Spotify Technology S.A.
FAST / Fastenal Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
EOCT / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - October
WDAY / Workday, Inc.
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
AMGN / Amgen Inc.
DE / Deere & Company
SYY / Sysco Corporation
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
PSTP / Innovator ETFs Trust - Innovator Power Buffer Step-Up Strategy ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
NI / NiSource Inc.
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
WMG / Warner Music Group Corp.
IBDV / iShares Trust - iShares iBonds Dec 2030 Term Corporate ETF
MA / Mastercard Incorporated
INTC / Intel Corporation
C.WSA / Citigroup, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VRM / Vroom, Inc.
US05338E1192 / Avalon Acquisition, Inc.
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
TIP / iShares Trust - iShares TIPS Bond ETF
ISRG / Intuitive Surgical, Inc.
MLPA / Global X Funds - Global X MLP ETF
DPZ / Domino's Pizza, Inc.
SLAC.WS / Social Leverage Acquisition Corp I Redeemable warrants, each whole warrant exercisable for one share
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
FDP / Fresh Del Monte Produce Inc.
LH / Labcorp Holdings Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
ITRM / Iterum Therapeutics plc
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
RTX / RTX Corporation
TLRY / Tilray Brands, Inc.
OIIM / O2 Micro International - ADR
DIVO / Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
DVY / iShares Trust - iShares Select Dividend ETF
CEMB / iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
EWW / iShares, Inc. - iShares MSCI Mexico ETF
BFEB / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - February
NVDA / NVIDIA Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
URI / United Rentals, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
PLXP / PLx Pharma Inc.
NSC / Norfolk Southern Corporation
CMU / MFS High Yield Municipal Trust
OIH / VanEck ETF Trust - VanEck Oil Services ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ETR / Entergy Corporation
COST / Costco Wholesale Corporation
PLBY / Playboy, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March
BDX / Becton, Dickinson and Company
META / Meta Platforms, Inc.
FE / FirstEnergy Corp.
ZTS / Zoetis Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
OXY / Occidental Petroleum Corporation
GS / The Goldman Sachs Group, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ALGN / Align Technology, Inc.
FXY / Invesco CurrencyShares Japanese Yen Trust
LRCX / Lam Research Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
PLTR / Palantir Technologies Inc.
A / Agilent Technologies, Inc.
ORCL / Oracle Corporation
SWKS / Skyworks Solutions, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ROK / Rockwell Automation, Inc.
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
GOOG / Alphabet Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
EQIX / Equinix, Inc.
TRV / The Travelers Companies, Inc.
HD / The Home Depot, Inc.
CNC / Centene Corporation
EAF / GrafTech International Ltd.
HSY / The Hershey Company
NFLX / Netflix, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
QMCO / Quantum Corporation
EXC / Exelon Corporation
AMAT / Applied Materials, Inc.
CAT / Caterpillar Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
HXL / Hexcel Corporation
CI / The Cigna Group
MTCH / Match Group, Inc.
SPHR / Sphere Entertainment Co.
MSFT / Microsoft Corporation
QCOM / QUALCOMM Incorporated
MMM / 3M Company
F / Ford Motor Company
NUO / Nuveen Ohio Quality Municipal Income Fund
JPM / JPMorgan Chase & Co.
TMO / Thermo Fisher Scientific Inc.
WBA / Walgreens Boots Alliance, Inc.
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
BOTJ / Bank of the James Financial Group, Inc.
UNP / Union Pacific Corporation
TXN / Texas Instruments Incorporated
PANW / Palo Alto Networks, Inc.
TPL / Texas Pacific Land Corporation
RICK / RCI Hospitality Holdings, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
UNH / UnitedHealth Group Incorporated
UPS / United Parcel Service, Inc.
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
LOW / Lowe's Companies, Inc.
AAPL / Apple Inc.
LAMR / Lamar Advertising Company
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
IBB / iShares Trust - iShares Biotechnology ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
CP / Canadian Pacific Kansas City Limited
C / Citigroup Inc. - Corporate Bond/Note
NRGV / Energy Vault Holdings, Inc.
GOOGL / Alphabet Inc.
ED / Consolidated Edison, Inc.
SV4 / SVB Financial Group
BAC / Bank of America Corporation
COF / Capital One Financial Corporation
ADSK / Autodesk, Inc.
WHLR / Wheeler Real Estate Investment Trust, Inc.
VICI / VICI Properties Inc.
SLV / iShares Silver Trust
STE / STERIS plc
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
HBAN / Huntington Bancshares Incorporated
AFIN / American Fin Tr Inc - Class A
CEG / Constellation Energy Corporation
DHR / Danaher Corporation
CRL / Charles River Laboratories International, Inc.
MULN / Mullen Automotive, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
HAL / Halliburton Company
ICE / Intercontinental Exchange, Inc.
MU_KZ / Micron Technology, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
NDLS / Noodles & Company
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
CRWD / CrowdStrike Holdings, Inc.
IFF / International Flavors & Fragrances Inc.
KMB / Kimberly-Clark Corporation
BRK.B / Berkshire Hathaway Inc.
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
NARI / Inari Medical, Inc.
PEP / PepsiCo, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
FCNCA / First Citizens BancShares, Inc.
VZ / Verizon Communications Inc.
UBER / Uber Technologies, Inc.
CTAS / Cintas Corporation
SYK / Stryker Corporation
ETSY / Etsy, Inc.
PGF / Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF
SPLK / Splunk Inc.
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MPC / Marathon Petroleum Corporation
CTVA / Corteva, Inc.
CRM / Salesforce, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
AMT / American Tower Corporation
INSE / Inspired Entertainment, Inc.
IQV / IQVIA Holdings Inc.
SIL / Global X Funds - Global X Silver Miners ETF
DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IBDX / iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF
NEM / Newmont Corporation
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
AEE / Ameren Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
BA / The Boeing Company
CMBS / iShares Trust - iShares CMBS ETF
BBDC / Barings BDC, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ASAN / Asana, Inc.
KEX / Kirby Corporation
SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
DISH / DISH Network Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF