Market Value157,097,000
Total Holdings427
File Date2021-10-28
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
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
TFC / Truist Financial Corporation
KMB / Kimberly-Clark Corporation
DXC / DXC Technology Company
KO / The Coca-Cola Company
XEL / Xcel Energy Inc.
WAFD / WaFd, Inc
PINS / Pinterest, Inc.
CE / Celanese Corporation
TDOC / Teladoc Health, Inc.
WY / Weyerhaeuser Company
IPG / The Interpublic Group of Companies, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
NVST / Envista Holdings Corporation
TMUS / T-Mobile US, Inc.
AMGN / Amgen Inc.
LBAI / Lakeland Bancorp, Inc.
MPW / Medical Properties Trust, Inc.
SNSR / Global X Funds - Global X Internet of Things ETF
T / AT&T Inc.
MDT / Medtronic plc
OLP / One Liberty Properties, Inc.
QCOM / QUALCOMM Incorporated
HPE / Hewlett Packard Enterprise Company
IHI / iShares Trust - iShares U.S. Medical Devices ETF
TD / The Toronto-Dominion Bank
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
PSX / Phillips 66
MRVL / Marvell Technology, Inc.
BURL / Burlington Stores, Inc.
GILD / Gilead Sciences, Inc.
WMT / Walmart Inc.
MTCH / Match Group, Inc.
DOW / Dow Inc.
ENBBF / Enbridge Inc - FR PRF PERPETUAL USD 25 - Ser J
ITT / ITT Inc.
UNP / Union Pacific Corporation
NEE / NextEra Energy, Inc.
SPGI / S&P Global Inc.
FDX / FedEx Corporation
SLG / SL Green Realty Corp.
EVRG / Evergy, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VMEO / Vimeo, Inc.
WEC / WEC Energy Group, Inc.
HOPE / Hope Bancorp, Inc.
BATRA / Atlanta Braves Holdings, Inc.
RPM / RPM International Inc.
GE / General Electric Company
BX / Blackstone Inc.
FRO / Frontline plc
IDXX / IDEXX Laboratories, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PPG / PPG Industries, Inc.
FCCY / 1st Constitution Bancorp
BAC / Bank of America Corporation
GLW / Corning Incorporated
SXC / SunCoke Energy, Inc.
AMD / Advanced Micro Devices, Inc.
SUMO / Sumo Logic Inc
BPOP / Popular, Inc.
ADM / Archer-Daniels-Midland Company
ORCL / Oracle Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
RGLD / Royal Gold, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
HSY / The Hershey Company
KHC / The Kraft Heinz Company
DIS / The Walt Disney Company
CRL / Charles River Laboratories International, Inc.
ADP / Automatic Data Processing, Inc.
CMCSA / Comcast Corporation
MAN / ManpowerGroup Inc.
DRNA / Dicerna Pharmaceuticals Inc
DHR / Danaher Corporation
TMHC / Taylor Morrison Home Corporation
NOC / Northrop Grumman Corporation
LHX / L3Harris Technologies, Inc.
ADI / Analog Devices, Inc.
AEHR / Aehr Test Systems, Inc.
BMY / Bristol-Myers Squibb Company
CVM / CEL-SCI Corporation
ATVI / Activision Blizzard Inc
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
SLB / Schlumberger Limited
VTRS / Viatris Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
HSTM / HealthStream, Inc.
AAPL / Apple Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
LI / Li Auto Inc. - Depositary Receipt (Common Stock)
IYR / iShares Trust - iShares U.S. Real Estate ETF
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October
USRT / iShares Trust - iShares Core U.S. REIT ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
DBX / Dropbox, Inc.
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April
HEAL / Global X Funds - Global X HealthTech ETF
UMAR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March
INNOVATOR ETFS TR / DOUBLE STACKR 9 (45782C136)
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
ACNB / ACNB Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
/ JPM BETABUIL EUR
KCAC / Kensington Capital Acquisition Corp II - Class A
ASAN / Asana, Inc.
MDLZ / Mondelez International, Inc.
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June
VTV / Vanguard Index Funds - Vanguard Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
FTS / Fortis Inc.
CELG.RT / Bristol-Myers Squibb Company - Equity Right
GDV / The Gabelli Dividend & Income Trust
URTH / iShares, Inc. - iShares MSCI World ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
PATH / UiPath Inc.
BXP / Boston Properties, Inc.
US0153511094 / Alexion Pharmaceuticals, Inc.
SPG / Simon Property Group, Inc.
QS / QuantumScape Corporation
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
PRU / Prudential Financial, Inc.
D / Dominion Energy, Inc.
CPIX / Cumberland Pharmaceuticals Inc.
DAL / Delta Air Lines, Inc.
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February
TXN / Texas Instruments Incorporated
DOW / Dow Inc.
RXT / Rackspace Technology, Inc.
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
CB / Chubb Limited
EBAY / eBay Inc.
BYND / Beyond Meat, Inc.
AGCO / AGCO Corporation
FBHS / Fortune Brands Home & Security Inc
RTX / RTX Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
PNC / The PNC Financial Services Group, Inc.
DVA / DaVita Inc.
CSCO / Cisco Systems, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
BR / Broadridge Financial Solutions, Inc.
EQR / Equity Residential
APH / Amphenol Corporation
YUMC / Yum China Holdings, Inc.
KPRX / Kiora Pharmaceuticals, Inc.
CGC / Canopy Growth Corporation
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
SO / The Southern Company
YUM / Yum! Brands, Inc.
VER / VEREIT Inc
OHI / Omega Healthcare Investors, Inc.
TRV / The Travelers Companies, Inc.
COP / ConocoPhillips
ZBH / Zimmer Biomet Holdings, Inc.
AMP / Ameriprise Financial, Inc.
IXC / iShares Trust - iShares Global Energy ETF
CRM / Salesforce, Inc.
BAH / Booz Allen Hamilton Holding Corporation
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DBOC / Innovator ETFs Trust - Innovator Double Stacker 9 Buffer ETF - October
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
MSOS / AdvisorShares Trust - AdvisorShares Pure US Cannabis ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
KBE / SPDR Series Trust - SPDR S&P Bank ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
GOLD / Barrick Mining Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
WIP / SPDR Series Trust - SPDR FTSE International Government Inflation-Protected Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
USEP / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
IWD / iShares Trust - iShares Russell 1000 Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
CNSP / CNS Pharmaceuticals, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
WPP / WPP plc - Depositary Receipt (Common Stock)
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
PGR / The Progressive Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BYRN / Byrna Technologies Inc.
IAC / IAC Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
EMR / Emerson Electric Co.
ARKK / ARK ETF Trust - ARK Innovation ETF
ABT / Abbott Laboratories
ABR / Arbor Realty Trust, Inc.
ARCC / Ares Capital Corporation
ADIV / Guinness Atkinson Funds - SmartETFs Asia Pacific Dividend Builder ETF
GLTR / abrdn Precious Metals Basket ETF - abrdn Physical Precious Metals Basket Shares ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
VAC / Marriott Vacations Worldwide Corporation
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
BATRK / Atlanta Braves Holdings, Inc.
FWONK / Formula One Group
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MMLP / Martin Midstream Partners L.P. - Limited Partnership
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
MBB / iShares Trust - iShares MBS ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
SRET / Global X Funds - Global X SuperDividend REIT ETF
FNI / First Trust Exchange-Traded Fund III - First Trust Chindia ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MMP / Magellan Midstream Partners L.P.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
AWF / AllianceBernstein Global High Income Fund
DUK / Duke Energy Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
SLV / iShares Silver Trust
NEA / Nuveen AMT-Free Quality Municipal Income Fund
BJAN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January
DDOG / Datadog, Inc.
REET / iShares Trust - iShares Global REIT ETF
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
AXP / American Express Company
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
KMI / Kinder Morgan, Inc.
CTVA / Corteva, Inc.
NGL / NGL Energy Partners LP - Limited Partnership
ICLN / iShares Trust - iShares Global Clean Energy ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
LBRDK / Liberty Broadband Corporation
USO / United States Oil Fund, LP - Limited Partnership
LUV / Southwest Airlines Co.
VZ / Verizon Communications Inc.
TT / Trane Technologies plc
SBUX / Starbucks Corporation
NOW / ServiceNow, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
A / Agilent Technologies, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
GOOG / Alphabet Inc.
AFL / Aflac Incorporated
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SOFI / SoFi Technologies, Inc.
CDK / CDK Global Inc
AMAT / Applied Materials, Inc.
DRI / Darden Restaurants, Inc.
CMI / Cummins Inc.
WM / Waste Management, Inc.
HPQ / HP Inc.
SYK / Stryker Corporation
WAB / Westinghouse Air Brake Technologies Corporation
AEP / American Electric Power Company, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CBU / Community Financial System, Inc.
MO / Altria Group, Inc.
DG / Dollar General Corporation
EXPD / Expeditors International of Washington, Inc.
LEA / Lear Corporation
AZO / AutoZone, Inc.
CI / The Cigna Group
UAL / United Airlines Holdings, Inc.
PM / Philip Morris International Inc.
MAR / Marriott International, Inc.
CBRE / CBRE Group, Inc.
EXAS / Exact Sciences Corporation
NSC / Norfolk Southern Corporation
ELY / Topgolf Callaway Brands Corp
WFC / Wells Fargo & Company
AVGO / Broadcom Inc.
AWK / American Water Works Company, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
CCL / Carnival Corporation & plc
CL / Colgate-Palmolive Company
BA / The Boeing Company
ANTM / Anthem Inc
CSX / CSX Corporation
ED / Consolidated Edison, Inc.
RMD / ResMed Inc.
WPC / W. P. Carey Inc.
IR / Ingersoll Rand Inc.
PYPL / PayPal Holdings, Inc.
ATHX / Athersys, Inc.
KTOS / Kratos Defense & Security Solutions, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
GD / General Dynamics Corporation
MET / MetLife, Inc.
F / Ford Motor Company
EL / The Estée Lauder Companies Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
UNH / UnitedHealth Group Incorporated
CDMO / Avid Bioservices, Inc.
OGN / Organon & Co.
PLTR / Palantir Technologies Inc.
URI / United Rentals, Inc.
PPL / PPL Corporation
ADMA / ADMA Biologics, Inc.
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
INTC / Intel Corporation
UBER / Uber Technologies, Inc.
BHF / Brighthouse Financial, Inc.
EW / Edwards Lifesciences Corporation
CRSP / CRISPR Therapeutics AG
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PEG / Public Service Enterprise Group Incorporated
ZM / Zoom Communications Inc.
RBLX / Roblox Corporation
EMN / Eastman Chemical Company
ABBV / AbbVie Inc.
MMAT / Meta Materials Inc.
MMM / 3M Company
FWONA / Formula One Group
MSFT / Microsoft Corporation
PFE / Pfizer Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
NVDA / NVIDIA Corporation
V / Visa Inc.
SNOW / Snowflake Inc.
W / Wayfair Inc.
LBRDA / Liberty Broadband Corporation
NVCR / NovoCure Limited
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
RCL / Royal Caribbean Cruises Ltd.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
IBM / International Business Machines Corporation
SPY / SPDR S&P 500 ETF
IAU / iShares Gold Trust
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
O / Realty Income Corporation
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
LLY / Eli Lilly and Company
GLD / SPDR Gold Trust
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
TIP / iShares Trust - iShares TIPS Bond ETF
JPM / JPMorgan Chase & Co.
GOOGL / Alphabet Inc.
META / Meta Platforms, Inc.
SIGI / Selective Insurance Group, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MCD / McDonald's Corporation
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
XBAP / Innovator ETFs Trust - Innovator U.S. Equity Accelerated 9 Buffer ETF - April
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
MUB / iShares Trust - iShares National Muni Bond ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
XOM / Exxon Mobil Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DE / Deere & Company
DKNG / DraftKings Inc.
CAT / Caterpillar Inc.
PG / The Procter & Gamble Company
UPS / United Parcel Service, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
PEP / PepsiCo, Inc.
COST / Costco Wholesale Corporation
JNJ / Johnson & Johnson
MRK / Merck & Co., Inc.
HD / The Home Depot, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
LRCX / Lam Research Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BRK.B / Berkshire Hathaway Inc.
DVY / iShares Trust - iShares Select Dividend ETF
AMZN / Amazon.com, Inc.
DIVS / Guinness Atkinson Funds - SmartETFs Dividend Builder ETF
BDX / Becton, Dickinson and Company
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
QQQ / Invesco QQQ Trust, Series 1
LOW / Lowe's Companies, Inc.
CVX / Chevron Corporation