| EMN / Eastman Chemical Company
|
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|
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| MRK / Merck & Co., Inc.
|
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|
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| COST / Costco Wholesale Corporation
|
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| PSX / Phillips 66
|
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|
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|
|
| GILD / Gilead Sciences, Inc.
|
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|
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| CMCSA / Comcast Corporation
|
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|
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| QQQ / Invesco QQQ Trust, Series 1
|
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|
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|
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| LOW / Lowe's Companies, Inc.
|
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|
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| TRV / The Travelers Companies, Inc.
|
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|
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| IMBBY / Imperial Brands PLC - Depositary Receipt (Common Stock)
|
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|
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|
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| AFL / Aflac Incorporated
|
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|
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|
|
| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
|
|
|
|
|
|
|
|
| CAPITAL WRLD GRTH& INC-F2
/ FUND (140543828) |
|
|
|
|
|
|
|
| US2332034139 / DFA US Core Equity 1 Portfolio
|
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|
|
| DISCK / Warner Bros.Discovery Inc - Series C
|
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|
|
|
|
|
|
| PRUDENTIAL SH/TRM CORP BD-Z
/ FUND (74441R508) |
|
|
|
|
|
|
|
| VANGUARD WELLINGTON-INVESTOR
/ FUND (921935102) |
|
|
|
|
|
|
|
| EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
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|
|
| KMB / Kimberly-Clark Corporation
|
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|
|
|
|
|
|
| US23320G2654 / DFA International Large Cap Growth Portfolio
|
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| US3525184012 / FRANKLIN CA TAX-FR INC-AD
|
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|
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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| BK / The Bank of New York Mellon Corporation
|
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| BHP / BHP Group Limited - Depositary Receipt (Common Stock)
|
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| SRE / Sempra
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| WISIX / William Blair Funds - William Blair International Small Cap Growth Fund Class I
|
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| US5439166886 / Lord Abbett Short Duration Income Fund
|
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| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
|
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| AXP / American Express Company
|
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| BBBIX / Bbh Trust - BBH Limited Duration Fund Class I
|
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| ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
|
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|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
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|
| EMR / Emerson Electric Co.
|
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|
|
| AAPL / Apple Inc.
|
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|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
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|
| ORCL / Oracle Corporation
|
|
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| GOOGL / Alphabet Inc.
|
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| TSLA / Tesla, Inc.
|
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| AVGO / Broadcom Inc.
|
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| NVDA / NVIDIA Corporation
|
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| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
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| O / Realty Income Corporation
|
|
|
|
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|
|
| ADBE / Adobe Inc.
|
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|
|
| VWILX / Vanguard World Fund - Vanguard International Growth Fund Admiral Class
|
|
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| AMGN / Amgen Inc.
|
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| OMC / Omnicom Group Inc.
|
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| AMZN / Amazon.com, Inc.
|
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| NGG / National Grid plc - Depositary Receipt (Common Stock)
|
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| LBRDA / Liberty Broadband Corporation
|
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| V / Visa Inc.
|
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| WMB / The Williams Companies, Inc.
|
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| PFE / Pfizer Inc.
|
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| ORANY / Orange S.A. - Depositary Receipt (Common Stock)
|
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| PRU / Prudential Financial, Inc.
|
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| STZ / Constellation Brands, Inc.
|
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| BA / The Boeing Company
|
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|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
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| ANET / Arista Networks Inc
|
|
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|
| KO / The Coca-Cola Company
|
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| PH / Parker-Hannifin Corporation
|
|
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| TGT / Target Corporation
|
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|
| HON / Honeywell International Inc.
|
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| NKE / NIKE, Inc.
|
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| UPS / United Parcel Service, Inc.
|
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| TSN / Tyson Foods, Inc.
|
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| DUK / Duke Energy Corporation
|
|
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|
|
| EXPE / Expedia Group, Inc.
|
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| CTRA / Coterra Energy Inc.
|
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| EVRG / Evergy, Inc.
|
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|
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| CKHUY / CK Hutchison Holdings Limited - Depositary Receipt (Common Stock)
|
|
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|
| GE / General Electric Company
|
|
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| MS / Morgan Stanley
|
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|
| UNH / UnitedHealth Group Incorporated
|
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|
| IBM / International Business Machines Corporation
|
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|
|
| MFC / Manulife Financial Corporation
|
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|
|
| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
|
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|
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|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
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|
|
| PM / Philip Morris International Inc.
|
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|
|
| PNC / The PNC Financial Services Group, Inc.
|
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|
| AMAT / Applied Materials, Inc.
|
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| UNP / Union Pacific Corporation
|
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|
| HD / The Home Depot, Inc.
|
|
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|
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|
|
| JNJ / Johnson & Johnson
|
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|
| MO / Altria Group, Inc.
|
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|
| MCD / McDonald's Corporation
|
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|
|
| GIS / General Mills, Inc.
|
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|
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|
|
| DIS / The Walt Disney Company
|
|
|
|
|
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|
|
| PG / The Procter & Gamble Company
|
|
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|
|
| LMT / Lockheed Martin Corporation
|
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|
|
|
|
|
| C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
| VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BWA / BorgWarner Inc.
|
|
|
|
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|
|
| PSA / Public Storage
|
|
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|
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|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
|
|
|
|
|
|
|
|
| MCHP / Microchip Technology Incorporated
|
|
|
|
|
|
|
|
| AIFS / Agent Information Software, Inc.
|
|
|
|
|
|
|
|
| DFCEX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Core Equity Portfolio
|
|
|
|
|
|
|
|
| IFF / International Flavors & Fragrances Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| RL / Ralph Lauren Corporation
|
|
|
|
|
|
|
|
| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| VFC / V.F. Corporation
|
|
|
|
|
|
|
|
| ZBH / Zimmer Biomet Holdings, Inc.
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| DFSVX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Value Portfolio
|
|
|
|
|
|
|
|
| RMD / ResMed Inc.
|
|
|
|
|
|
|
|
| SYF / Synchrony Financial
|
|
|
|
|
|
|
|
| IX / ORIX Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| DISCK / Warner Bros.Discovery Inc - Series C
|
|
|
|
|
|
|
|
| YUMC / Yum China Holdings, Inc.
|
|
|
|
|
|
|
|
| XLNX / Xilinx, Inc.
|
|
|
|
|
|
|
|
| HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| K / Kellanova
|
|
|
|
|
|
|
|
| MU / Micron Technology, Inc.
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| NLY / Annaly Capital Management, Inc.
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
|
|
|
|
|
|
|
| ARCC / Ares Capital Corporation
|
|
|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| CWGIX / Capital World Growth & Income Fund - American Funds Capital World Growth & Income Fund Class A
|
|
|
|
|
|
|
|
| GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
| AXAHY / AXA SA - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MULN / Mullen Automotive, Inc.
|
|
|
|
|
|
|
|
| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| TAP / Molson Coors Beverage Company
|
|
|
|
|
|
|
|
| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| APTV / Aptiv PLC
|
|
|
|
|
|
|
|
| DFFVX / Dfa Investment Dimensions Group Inc - DFA U.S. Targeted Value Portfolio
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| BCS / Barclays PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| BNPQY / BNP Paribas SA - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ENB / Enbridge Inc.
|
|
|
|
|
|
|
|
| RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MET / MetLife, Inc.
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| KMTUY / Komatsu Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BAESY / BAE Systems plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| PBA / Pembina Pipeline Corporation
|
|
|
|
|
|
|
|
| SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| SBGSY / Schneider Electric S.E. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DFIVX / Dimensional Investment Group Inc - DFA International Value Portfolio
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| VGHCX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Health Care Fund
|
|
|
|
|
|
|
|
| LNC / Lincoln National Corporation
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| WDC / Western Digital Corporation
|
|
|
|
|
|
|
|
| ULTA / Ulta Beauty, Inc.
|
|
|
|
|
|
|
|
| DD / DuPont de Nemours, Inc.
|
|
|
|
|
|
|
|
| BP / BP p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| GLW / Corning Incorporated
|
|
|
|
|
|
|
|
| AES / The AES Corporation
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| SNY / Sanofi - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| EXC / Exelon Corporation
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
|
|
|
|
|
|
| NXPI / NXP Semiconductors N.V.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| ADRNY / Koninklijke Ahold Delhaize N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
.
