| AAPL / Apple Inc.
|
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|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
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|
|
| VDIGX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Dividend Growth Fund
|
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|
|
| TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
|
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|
|
| C.WSA / Citigroup, Inc.
|
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|
|
| FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
|
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|
|
| DFIEX / Dfa Investment Dimensions Group Inc - DFA International Core Equity Portfolio
|
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|
|
| FLPKX / Fidelity Puritan Trust - Fidelity Low Priced Stock Fund Class K
|
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| CWCO / Consolidated Water Co. Ltd.
|
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|
|
| US23320G5137 / DFA Intermediate Term Extended Quality Portfolio
|
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|
|
| DFFVX / Dfa Investment Dimensions Group Inc - DFA U.S. Targeted Value Portfolio
|
|
|
|
|
|
|
|
| VWNEX / Vanguard Windsor Funds - Vanguard Windsor Admiral Class
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| Federated Prime Cash Obligatio
/ (60934N617) |
|
|
|
|
|
|
|
| SPIXX / UBS Series Funds - UBS Select Prime Investor Fund
|
|
|
|
|
|
|
|
| Fidelity Low Price Stock Fund
/ (316345800) |
|
|
|
|
|
|
|
| DASTY / Dassault Systèmes SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| Sungold Int Holdings Corp
/ (867373102) |
|
|
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|
|
|
|
| Oliex Inc.
/ (678034208) |
|
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|
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| Invesco MSCI Global Timber
/ (73936Q587) |
|
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| Personal Mini Storage St Cloud
/ (LP0021628) |
|
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|
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| Blackrock Health Sciences Oppo
/ (091937540) |
|
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| Fidelity Diversified Internati
/ (315910281) |
|
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| Glenmede Large Cap Core
/ (378690788) |
|
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| SEI International Equity Fund
/ (78411R109) |
|
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| SEI Tax Managed Large Cap
/ (783925571) |
|
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| Schwab Total Stock Market Inde
/ (808509756) |
|
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|
| TISBX / TIAA-CREF Funds - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
|
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|
|
| Dreyfus Bond Market INdex Fund
/ (261978878) |
|
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| Fidelity Government Money Mark
/ (31617H706) |
|
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| Fidelity Mmkt Premium Class
/ (31617H805) |
|
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|
| Fidelity Spartan Money Market
/ (31617H201) |
|
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| Franklin Fed Interm T/F A
/ (354723710) |
|
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| Nuveen Arizona Mun Bond Fund C
/ (67065L104) |
|
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|
| PIMCO Total Return Instl
/ (693390700) |
|
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|
|
| SWGXX / Charles Schwab Family Of Funds - Schwab Government Securities Fund
|
|
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|
| Schwab Treasury Obligations Mo
/ (808515621) |
|
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|
| Schwab U.S. Treasury Money Fun
/ (808515548) |
|
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|
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|
|
| Schwab Value Advantage Money F
/ (808515696) |
|
|
|
|
|
|
|
| SWAXX / Schwab Value Advantage Money Fund
|
|
|
|
|
|
|
|
| UPIXX / UBS Series Funds - UBS Prime Investor Fund
|
|
|
|
|
|
|
|
| UPRXX / UBS Series Funds - UBS Prime Reserves Fund
|
|
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|
|
|
|
|
| Vanguard Intermediate-Term Inv
/ (922031810) |
|
|
|
|
|
|
|
| DFA Global Real Estate Securit
/ (23320G554) |
|
|
|
|
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|
|
| US31607A8779 / FIDELITY PRIME RESERVES PORTFOLIOI
|
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|
|
| FDRXX / Fidelity Phillips Street Trust - Fidelity Government Cash Reserves
|
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|
|
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|
|
| US2332032232 / DFA Selectively Hedged Global Fixed Income Portfolio
|
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|
| UBS / UBS Group AG
|
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|
|
| OAKIX / Harris Associates Investment Trust - Oakmark International Fund Investor Class
|
|
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|
|
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|
|
| GOSXX / Federated Hermes Money Market Obligations Trust - Federated Hermes Gov Oblig Fd Ser Shs USD
|
|
|
|
|
|
|
|
| US23320G5210 / DFA Short-Term Extended Quality Portfolio
|
|
|
|
|
|
|
|
| 316389543 /
|
|
|
|
|
|
|
|
| US3159102082 / Fidelity International Discovery Fund
|
|
|
|
|
|
|
|
| US2332034139 / DFA US Core Equity 1 Portfolio
|
|
|
|
|
|
|
|
| VWINX / Vanguard Wellesley Income Fund - Vanguard Wellesley Investor Class
|
|
|
|
|
|
|
|
| MOJO / EQUATOR Beverage Company
|
|
|
|
|
|
|
|
| MWTRX / Metropolitan West Funds - Metropolitan West Total Return Bond Fund
|
|
|
|
|
|
|
|
| FTHRX / Fidelity Salem Street Trust - Fidelity Intermediate Bond Fund
|
|
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|
|
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|
|
| PTAEX / Putnam Tax Exempt Income Fund - Putnam Tax Exempt Income Fund Class A
|
|
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|
| USUTX / Tax Free Fund
|
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|
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|
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|
| XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
|
|
|
|
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|
|
| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
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|
|
| WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
|
|
|
|
|
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|
|
| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
|
|
|
|
|
|
|
| ILMN / Illumina, Inc.
|
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|
| WFC / Wells Fargo & Company
|
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|
| PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
|
|
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| SO / The Southern Company
|
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|
| JPM / JPMorgan Chase & Co.
|
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| DIS / The Walt Disney Company
|
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|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
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|
| PYPL / PayPal Holdings, Inc.
|
|
|
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|
| ED / Consolidated Edison, Inc.
|
|
|
|
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|
|
| V / Visa Inc.
|
|
|
|
|
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|
|
| RUN / Sunrun Inc.
|
|
|
|
|
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|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| AEP / American Electric Power Company, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| EWH / iShares, Inc. - iShares MSCI Hong Kong ETF
|
|
|
|
|
|
|
|
| GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| DODBX / Dodge & Cox Funds - Dodge & Cox Balanced Fund
|
|
|
|
|
|
|
|
| US8865471085 / Tiffany & Co.
|
|
|
|
|
|
|
|
| SEDG / SolarEdge Technologies, Inc.
|
|
|
|
|
|
|
|
| CE / Celanese Corporation
|
|
|
|
|
|
|
|
| US75606N1090 / RealPage Inc
|
|
|
|
|
|
|
|
| BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
|
|
|
|
|
|
|
|
| CHKP / Check Point Software Technologies Ltd.
|
|
|
|
|
|
|
|
| HHDS / Highlands REIT, Inc.
|
|
|
|
|
|
|
|
| VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
| GILD / Gilead Sciences, Inc.
|
|
|
|
|
|
|
|
| TWLO / Twilio Inc.
|
|
|
|
|
|
|
|
| CNAT / Conatus Pharmaceuticals Inc.
|
|
|
|
|
|
|
|
| EWA / iShares, Inc. - iShares MSCI Australia ETF
|
|
|
|
|
|
|
|
| LBY / Libbey, Inc.
|
|
|
|
|
|
|
|
| SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
|
|
|
|
|
|
|
|
| FMCC / Federal Home Loan Mortgage Corporation
|
|
|
|
|
|
|
|
| FCPGX / Fidelity Securities Fund - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
|
|
| TCEHY / Tencent Holdings Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| FNMAS / Federal National Mortgage Association - Preferred Stock
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| BAX / Baxter International Inc.
|
|
|
|
|
|
|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| US9220318367 / VANG-ST IN G-ADM
|
|
|
|
|
|
|
|
| DODGX / Dodge & Cox Funds - Dodge & Cox Stock Fund
|
|
|
|
|
|
|
|
| VTSNX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Institutional Shares
|
|
|
|
|
|
|
|
| HXL / Hexcel Corporation
|
|
|
|
|
|
|
|
| FNMA / Federal National Mortgage Association
|
|
|
|
|
|
|
|
| CBLAQ / CBL& Associates Properties, Inc.
|
|
|
|
|
|
|
|
| VMCIX / Vanguard Index Funds - Vanguard Index Trust Mid-Cap Index Fund Institutional Class
|
|
|
|
|
|
|
|
| IVT / InvenTrust Properties Corp.
|
|
|
|
|
|
|
|
| EWS / iShares, Inc. - iShares MSCI Singapore ETF
|
|
|
|
|
|
|
|
| OAKMX / Harris Associates Investment Trust - Oakmark Fund Investor Class
|
|
|
|
|
|
|
|
| FGBAX / Fidelity Salem Street Trust - Fidelity Advisor Investment Grade Bond Fund Class A
|
|
|
|
|
|
|
|
| TILIX / TIAA-CREF Funds - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
|
|
| VASVX / Vanguard Whitehall Funds - Vanguard Selected Value Fund Investor
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| AMLP / ALPS ETF Trust - Alerian MLP ETF
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| ZM / Zoom Communications Inc.
|
|
|
|
|
|
|
|
| FLT / Corpay, Inc.
|
|
|
|
|
|
|
|
| WSM / Williams-Sonoma, Inc.
|
|
|
|
|
|
|
|
| CUBE / CubeSmart
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| EWC / iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| NNN / NNN REIT, Inc.
|
|
|
|
|
|
|
|
| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
|
|
| LEG / Leggett & Platt, Incorporated
|
|
|
|
|
|
|
|
| CLX / The Clorox Company
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| STOR / Store Capital Corp
|
|
|
|
|
|
|
|
| BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
|
|
|
|
|
|
| IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| ESNT / Essent Group Ltd.
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
|
|
|
|
|
| ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| UPS / United Parcel Service, Inc.
|
|
|
|
|
|
|
|
| HAS / Hasbro, Inc.
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| FSS / Federal Signal Corporation
|
|
|
|
|
|
|
|
| DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| TSCO / Tractor Supply Company
|
|
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| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
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| T / AT&T Inc.
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| HASI / HA Sustainable Infrastructure Capital, Inc.
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| EQIX / Equinix, Inc.
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| EVRG / Evergy, Inc.
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| FI / Fiserv, Inc.
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| A / Agilent Technologies, Inc.
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| COST / Costco Wholesale Corporation
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| AMZN / Amazon.com, Inc.
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| QQQ / Invesco QQQ Trust, Series 1
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| CAG / Conagra Brands, Inc.
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| DUK / Duke Energy Corporation
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| FOXF / Fox Factory Holding Corp.
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| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
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| UNP / Union Pacific Corporation
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| BBY / Best Buy Co., Inc.
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| INTC / Intel Corporation
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| IFF / International Flavors & Fragrances Inc.
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| NEE / NextEra Energy, Inc.
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| BR / Broadridge Financial Solutions, Inc.
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| ENPH / Enphase Energy, Inc.
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| ACN / Accenture plc
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| OKTA / Okta, Inc.
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| ONVO / Organovo Holdings, Inc.
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| VZ / Verizon Communications Inc.
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.
