Market Value859,353,000
Total Holdings440
File Date2022-05-10
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)
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
NNN / NNN REIT, Inc.
GL / Globe Life Inc.
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYEM / VanEck ETF Trust - VanEck Emerging Markets High Yield Bond ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AMD / Advanced Micro Devices, Inc.
WMB / The Williams Companies, Inc.
SPGI / S&P Global Inc.
MSFT / Microsoft Corporation
SBUX / Starbucks Corporation
PEG / Public Service Enterprise Group Incorporated
KO / The Coca-Cola Company
CSCO / Cisco Systems, Inc.
WFC / Wells Fargo & Company
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
STX / Seagate Technology Holdings plc
V / Visa Inc.
CL / Colgate-Palmolive Company
UNP / Union Pacific Corporation
HSY / The Hershey Company
ABT / Abbott Laboratories
ALL / The Allstate Corporation
SCHW / The Charles Schwab Corporation
BAC / Bank of America Corporation
JNJ / Johnson & Johnson
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
EW / Edwards Lifesciences Corporation
LIN / Linde plc
KMI / Kinder Morgan, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IRM / Iron Mountain Incorporated
O / Realty Income Corporation
CTAS / Cintas Corporation
NOC / Northrop Grumman Corporation
AJG / Arthur J. Gallagher & Co.
AZO / AutoZone, Inc.
GD / General Dynamics Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
ECL / Ecolab Inc.
CNQ / Canadian Natural Resources Limited
AME / AMETEK, Inc.
ES / Eversource Energy
DRI / Darden Restaurants, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
RF / Regions Financial Corporation
URI / United Rentals, Inc.
COF / Capital One Financial Corporation
RBA / RB Global, Inc.
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
ICE / Intercontinental Exchange, Inc.
ABMD / Abiomed Inc.
LPX / Louisiana-Pacific Corporation
TMO / Thermo Fisher Scientific Inc.
SYF / Synchrony Financial
APAM / Artisan Partners Asset Management Inc.
VRSK / Verisk Analytics, Inc.
WELL / Welltower Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
VOX / Vanguard World Fund - Vanguard Communication Services ETF
AXP / American Express Company
KEY / KeyCorp
JEF / Jefferies Financial Group Inc.
ISRG / Intuitive Surgical, Inc.
GEL / Genesis Energy, L.P. - Limited Partnership
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
DOV / Dover Corporation
REGN / Regeneron Pharmaceuticals, Inc.
PNC / The PNC Financial Services Group, Inc.
ORLY / O'Reilly Automotive, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
TMUS / T-Mobile US, Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SNPS / Synopsys, Inc.
IBM / International Business Machines Corporation
EFA / iShares Trust - iShares MSCI EAFE ETF
DTE / DTE Energy Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
MRK / Merck & Co., Inc.
AEP / American Electric Power Company, Inc.
QCOM / QUALCOMM Incorporated
IDXX / IDEXX Laboratories, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
JPM / JPMorgan Chase & Co.
DUK / Duke Energy Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
WSM / Williams-Sonoma, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
PYPL / PayPal Holdings, Inc.
GOOG / Alphabet Inc.
MPC / Marathon Petroleum Corporation
DIS / The Walt Disney Company
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
BX / Blackstone Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
MDLZ / Mondelez International, Inc.
PPL / PPL Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
T / AT&T Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CINF / Cincinnati Financial Corporation
AMGN / Amgen Inc.
WAB / Westinghouse Air Brake Technologies Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
ZTS / Zoetis Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IWF / iShares Trust - iShares Russell 1000 Growth ETF
META / Meta Platforms, Inc.
IPG / The Interpublic Group of Companies, Inc.
MMC / Marsh & McLennan Companies, Inc.
MS / Morgan Stanley
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
MNST / Monster Beverage Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
FDX / FedEx Corporation
MDT / Medtronic plc
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
AIG / American International Group, Inc.
KHC / The Kraft Heinz Company
HON / Honeywell International Inc.
LHX / L3Harris Technologies, Inc.
NTAP / NetApp, Inc.
PFE / Pfizer Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
SPY / SPDR S&P 500 ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
DXCM / DexCom, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
CVX / Chevron Corporation
TFC / Truist Financial Corporation
HCA / HCA Healthcare, Inc.
ARCC / Ares Capital Corporation
CMCSA / Comcast Corporation
AMZN / Amazon.com, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
ROK / Rockwell Automation, Inc.
MCK / McKesson Corporation
EWC / iShares, Inc. - iShares MSCI Canada ETF
BRK.B / Berkshire Hathaway Inc.
TJX / The TJX Companies, Inc.
UBER / Uber Technologies, Inc.
RMD / ResMed Inc.
ADBE / Adobe Inc.
GILD / Gilead Sciences, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
CTSH / Cognizant Technology Solutions Corporation
COP / ConocoPhillips
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
WMT / Walmart Inc.
PSA / Public Storage
F / Ford Motor Company
EFV / iShares Trust - iShares MSCI EAFE Value ETF
SON / Sonoco Products Company
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
USB / U.S. Bancorp
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
TSN / Tyson Foods, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
LMT / Lockheed Martin Corporation
MMM / 3M Company
SYK / Stryker Corporation
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
EMR / Emerson Electric Co.
SPG / Simon Property Group, Inc.
TT / Trane Technologies plc
MUB / iShares Trust - iShares National Muni Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
WEC / WEC Energy Group, Inc.
CME / CME Group Inc.
MAA / Mid-America Apartment Communities, Inc.
XOM / Exxon Mobil Corporation
ABBV / AbbVie Inc.
PANW / Palo Alto Networks, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
BMY / Bristol-Myers Squibb Company
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
MO / Altria Group, Inc.
TRV / The Travelers Companies, Inc.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
NSC / Norfolk Southern Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
RTX / RTX Corporation
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
KMX / CarMax, Inc.
MA / Mastercard Incorporated
UTHR / United Therapeutics Corporation
BBUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
TROW / T. Rowe Price Group, Inc.
BIO / Bio-Rad Laboratories, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
AKAM / Akamai Technologies, Inc.
CHKP / Check Point Software Technologies Ltd.
GPC / Genuine Parts Company
NXPI / NXP Semiconductors N.V.
INFY / Infosys Limited - Depositary Receipt (Common Stock)
NWSA / News Corporation
ALLY / Ally Financial Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
CMA / Comerica Incorporated
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
ODFL / Old Dominion Freight Line, Inc.
INFO / Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
FR / First Industrial Realty Trust, Inc.
BBHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
DHR / Danaher Corporation
C.WSA / Citigroup, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IEUR / iShares Trust - iShares Core MSCI Europe ETF
USDU / WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund
HDV / iShares Trust - iShares Core High Dividend ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
CVS / CVS Health Corporation
SWKS / Skyworks Solutions, Inc.
LH / Labcorp Holdings Inc.
NUE / Nucor Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
SOXX / iShares Trust - iShares Semiconductor ETF
NEE / NextEra Energy, Inc.
INTC / Intel Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
AGZ / iShares Trust - iShares Agency Bond ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
YUMC / Yum China Holdings, Inc.
TRU / TransUnion
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
MUN / VanEck Muni ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
RY / Royal Bank of Canada
ZION / Zions Bancorporation, National Association
QSR / Restaurant Brands International Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
NXST / Nexstar Media Group, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
UGI / UGI Corporation
/ ViacomCBS Inc
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
HTA / Healthcare Realty Trust Inc - Class A
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
KNX / Knight-Swift Transportation Holdings Inc.
/ SL Green Realty Corp.
IGF / iShares Trust - iShares Global Infrastructure ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
GPI / Group 1 Automotive, Inc.
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
EDR / Endeavor Group Holdings, Inc.
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
SNA / Snap-on Incorporated
VPU / Vanguard World Fund - Vanguard Utilities ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
BAX / Baxter International Inc.
QQQ / Invesco QQQ Trust, Series 1
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IDV / iShares Trust - iShares International Select Dividend ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
NWL / Newell Brands Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
ITW / Illinois Tool Works Inc.
SAFM / Sanderson Farms, Inc.
APTV / Aptiv PLC
MRNA / Moderna, Inc.
LUMN / Lumen Technologies, Inc.
EXR / Extra Space Storage Inc.
AGR / Avangrid, Inc.
GPN / Global Payments Inc.
HBI / Hanesbrands Inc.
CLR / Continental Resources Inc (OKLA)
AR / Antero Resources Corporation
DELL / Dell Technologies Inc.
NUAG / NuShares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
HUBG / Hub Group, Inc.
CNXC / Concentrix Corporation
NVT / nVent Electric plc
AA / Alcoa Corporation
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
CRL / Charles River Laboratories International, Inc.
BEN / Franklin Resources, Inc.
TDG / TransDigm Group Incorporated
IGM / iShares Trust - iShares Expanded Tech Sector ETF
HEI / HEICO Corporation
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
PFFD / Global X Funds - Global X U.S. Preferred ETF
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
ADM / Archer-Daniels-Midland Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
KLAC / KLA Corporation
NEM / Newmont Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
HOLX / Hologic, Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
NVS / Novartis AG - Depositary Receipt (Common Stock)
CGDV / Capital Group Dividend Value ETF
TAGS / Teucrium Commodity Trust - Teucrium Agricultural Fund
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
SMLF / iShares Trust - iShares U.S. Small-Cap Equity Factor ETF
CFG / Citizens Financial Group, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
SPT / Sprout Social, Inc.
BCE / BCE Inc.
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
IWM / iShares Trust - iShares Russell 2000 ETF
FHN / First Horizon Corporation
MET / MetLife, Inc.
RHI / Robert Half Inc.
WY / Weyerhaeuser Company
FITB / Fifth Third Bancorp
DPZ / Domino's Pizza, Inc.
TECH / Bio-Techne Corporation
PODD / Insulet Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
TOWN / TowneBank
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
KR / The Kroger Co.
DVY / iShares Trust - iShares Select Dividend ETF
BLDR / Builders FirstSource, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
MCD / McDonald's Corporation
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
ELV / Elevance Health, Inc.
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
IXN / iShares Trust - iShares Global Tech ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
CCI / Crown Castle Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
CNI / Canadian National Railway Company
AMAT / Applied Materials, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SHW / The Sherwin-Williams Company
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
EOG / EOG Resources, Inc.
AON / Aon plc
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WDAY / Workday, Inc.
AAPL / Apple Inc.
LLY / Eli Lilly and Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TGT / Target Corporation
MCO / Moody's Corporation
IP / International Paper Company
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
UNH / UnitedHealth Group Incorporated
SRE / Sempra
HIG / The Hartford Insurance Group, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
IWB / iShares Trust - iShares Russell 1000 ETF
PG / The Procter & Gamble Company
OMC / Omnicom Group Inc.
KKR / KKR & Co. Inc.
EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
PM / Philip Morris International Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
ETR / Entergy Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
EXPE / Expedia Group, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
ACN / Accenture plc
IT / Gartner, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
HPQ / HP Inc.
DVN / Devon Energy Corporation
TIP / iShares Trust - iShares TIPS Bond ETF
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
CB / Chubb Limited
PFG / Principal Financial Group, Inc.
EQIX / Equinix, Inc.
AVGO / Broadcom Inc.
COST / Costco Wholesale Corporation
DGX / Quest Diagnostics Incorporated
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
GLD / SPDR Gold Trust
SHV / iShares Trust - iShares Short Treasury Bond ETF
ORCL / Oracle Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CRM / Salesforce, Inc.
AWK / American Water Works Company, Inc.
PLD / Prologis, Inc.
BDX / Becton, Dickinson and Company
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ADP / Automatic Data Processing, Inc.
AFL / Aflac Incorporated
A / Agilent Technologies, Inc.
PEP / PepsiCo, Inc.
FAST / Fastenal Company
CDNS / Cadence Design Systems, Inc.
NVDA / NVIDIA Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CAT / Caterpillar Inc.
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
GIS / General Mills, Inc.
MBB / iShares Trust - iShares MBS ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
LYB / LyondellBasell Industries N.V.
PWR / Quanta Services, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
KCE / SPDR Series Trust - SPDR S&P Capital Markets ETF
PAYX / Paychex, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
IRTC / iRhythm Technologies, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
D / Dominion Energy, Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
NFLX / Netflix, Inc.
TXN / Texas Instruments Incorporated
SO / The Southern Company
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HD / The Home Depot, Inc.
EVH / Evolent Health, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
ROP / Roper Technologies, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VZ / Verizon Communications Inc.
WM / Waste Management, Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
GOOGL / Alphabet Inc.
GBF / iShares Trust - iShares Government/Credit Bond ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
KMB / Kimberly-Clark Corporation
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
TSLA / Tesla, Inc.
C / Citigroup Inc.