Market Value631,626,469
Total Holdings371
File Date2025-01-27
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
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(USD x1000)
Current Value
(USD x1000)
Change
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DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DSL / DoubleLine Income Solutions Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
DEA / Easterly Government Properties, Inc.
SBUX / Starbucks Corporation
IFN / The India Fund, Inc.
PG / The Procter & Gamble Company
JNJ / Johnson & Johnson
SNOW / Snowflake Inc.
THQ / Abrdn Healthcare Opportunities Fund
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
HNDL / Strategy Shares - Strategy Shares NASDAQ 7 HANDL Index ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
AY / Atlantica Sustainable Infrastructure plc
LRCX / Lam Research Corporation
SFM / Sprouts Farmers Market, Inc.
INSW / International Seaways, Inc.
SCHW / The Charles Schwab Corporation
IBHD / iShares Trust - iShares iBonds 2024 Term High Yield and Income ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
VNM / VanEck ETF Trust - VanEck Vietnam ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
AVAV / AeroVironment, Inc.
IOT / Samsara Inc.
NMM / Navios Maritime Partners L.P. - Limited Partnership
BTC / Grayscale Bitcoin Mini Trust
ASTL / Algoma Steel Group Inc.
DHI / D.R. Horton, Inc.
FEBW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Feb ETF
PI / Impinj, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TD / The Toronto-Dominion Bank
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
FGB / First Trust Specialty Finance and Financial Opportunities Fund
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DGRO / iShares Trust - iShares Core Dividend Growth ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
PFFA / ETFis Series Trust I - Virtus InfraCap U.S. Preferred Stock ETF
AMLIF / American Lithium Corp.
SLV / iShares Silver Trust
CEFS / Exchange Listed Funds Trust - Saba Closed-End Funds ETF
T / AT&T Inc.
NFLX / Netflix, Inc.
ORLY / O'Reilly Automotive, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
PEP / PepsiCo, Inc.
UNH / UnitedHealth Group Incorporated
SHW / The Sherwin-Williams Company
PFO / Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
AVPT / AvePoint, Inc.
TPHD / The Timothy Plan - Timothy Plan High Dividend Stock ETF
MCK / McKesson Corporation
BCV / Bancroft Fund Ltd.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PLD / Prologis, Inc.
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
PYPL / PayPal Holdings, Inc.
HIG / The Hartford Insurance Group, Inc.
EME / EMCOR Group, Inc.
OVLH / Listed Funds Trust - Overlay Shares Hedged Large Cap Equity ETF
QSPT / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - September
FIX / Comfort Systems USA, Inc.
WDI / Western Asset Diversified Income Fund
RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
WMB / The Williams Companies, Inc.
TTD / The Trade Desk, Inc.
PIM / Putnam Master Intermediate Income Trust
MRVL / Marvell Technology, Inc.
COIN / Coinbase Global, Inc.
NVDA / NVIDIA Corporation
EVTV / Envirotech Vehicles, Inc.
AMD / Advanced Micro Devices, Inc.
BAC / Bank of America Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
AVGO / Broadcom Inc.
DECW / AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF
ETR / Entergy Corporation
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
DUK / Duke Energy Corporation
QDEC / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - December
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
WPC / W. P. Carey Inc.
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
CINF / Cincinnati Financial Corporation
FSCO / FS Credit Opportunities Corp.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GIGB / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
ETHW / Bitwise Ethereum ETF
BSJS / Invesco BulletShares 2028 High Yield Corporate Bond ETF
BITB / Bitwise Bitcoin ETF Trust
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
LRCX / Lam Research Corporation
PRU / Prudential Financial, Inc.
CTAS / Cintas Corporation
CMI / Cummins Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
PFL / PIMCO Income Strategy Fund
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
SOXX / iShares Trust - iShares Semiconductor ETF
MCD / McDonald's Corporation
CSX / CSX Corporation
GLD / SPDR Gold Trust
PANW / Palo Alto Networks, Inc.
HYI / Western Asset High Yield Opportunity Fund Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
PLTR / Palantir Technologies Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
TGT / Target Corporation
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
LOW / Lowe's Companies, Inc.
ADBE / Adobe Inc.
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
QQQ / Invesco QQQ Trust, Series 1
ARE / Alexandria Real Estate Equities, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
PM / Philip Morris International Inc.
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
EQR / Equity Residential
INTC / Intel Corporation
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
BBDC / Barings BDC, Inc.
RITM / Rithm Capital Corp.
LLY / Eli Lilly and Company
UGI / UGI Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
PCN / PIMCO Corporate & Income Strategy Fund
IBIT / iShares Bitcoin Trust ETF
UNP / Union Pacific Corporation
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
DBL / DoubleLine Opportunistic Credit Fund
UTF / Cohen & Steers Infrastructure Fund, Inc
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
GOOG / Alphabet Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
AGNC / AGNC Investment Corp.
CLX / The Clorox Company
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
RLTY / Cohen & Steers Real Estate Opportunities & Income Fund
BLW / BlackRock Limited Duration Income Trust
PDO / Pimco Dynamic Income Opportunities Fund
GOOGL / Alphabet Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
AMT / American Tower Corporation
PFN / PIMCO Income Strategy Fund II
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
AMGN / Amgen Inc.
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
MCI / Barings Corporate Investors
EOG / EOG Resources, Inc.
IBHF / iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF
MU / Micron Technology, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
BMY / Bristol-Myers Squibb Company
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
CVX / Chevron Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
KMB / Kimberly-Clark Corporation
GDV / The Gabelli Dividend & Income Trust
FIGS / FIGS, Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
IBHG / iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
NJAN / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January
DE / Deere & Company
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
V / Visa Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
TXN / Texas Instruments Incorporated
PDI / PIMCO Dynamic Income Fund
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
RQI / Cohen & Steers Quality Income Realty Fund, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
UPS / United Parcel Service, Inc.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
NEE / NextEra Energy, Inc.
SPGI / S&P Global Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WM / Waste Management, Inc.
HR / Healthcare Realty Trust Incorporated
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SPY / SPDR S&P 500 ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ENB / Enbridge Inc.
MA / Mastercard Incorporated
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WEA / Western Asset Premier Bond Fund
BCAT / BlackRock Capital Allocation Term Trust
HASI / HA Sustainable Infrastructure Capital, Inc.
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
KO / The Coca-Cola Company
WBD / Warner Bros. Discovery, Inc.
USA / Liberty All-Star Equity Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
ADP / Automatic Data Processing, Inc.
PFE / Pfizer Inc.
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
F / Ford Motor Company
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
CSCO / Cisco Systems, Inc.
CION / CION Investment Corporation
HTOO / Fusion Fuel Green PLC
HD / The Home Depot, Inc.
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
DLY / DoubleLine Yield Opportunities Fund
DXCM / DexCom, Inc.
FBTC / Fidelity Wise Origin Bitcoin Fund
MRK / Merck & Co., Inc.
UTG / Reaves Utility Income Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
AMZN / Amazon.com, Inc.
SDHY / PGIM Short Duration High Yield Opportunities Fund
COST / Costco Wholesale Corporation
ADX / Adams Diversified Equity Fund, Inc.
STEW / SRH Total Return Fund, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
AAPL / Apple Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
WMT / Walmart Inc.
BHK / BlackRock Core Bond Trust
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
XFLT / XAI Octagon Floating Rate & Alternative Income Trust
PAXS / PIMCO Access Income Fund
VVR / Invesco Senior Income Trust
BSJP / Invesco BulletShares 2025 High Yield Corporate Bond ETF
XOM / Exxon Mobil Corporation
TMO / Thermo Fisher Scientific Inc.
BME / BlackRock Health Sciences Trust
TSLA / Tesla, Inc.
LIN / Linde plc
IDE / Voya Infrastructure, Industrials and Materials Fund
BITO / ProShares Trust - ProShares Bitcoin ETF
CRWD / CrowdStrike Holdings, Inc.
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
BTC / Grayscale Bitcoin Mini Trust
VRT / Vertiv Holdings Co
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
HMY / Harmony Gold Mining Company Limited - Depositary Receipt (Common Stock)
ELV / Elevance Health, Inc.
EKSO / Ekso Bionics Holdings, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
HOOD / Robinhood Markets, Inc.
KMI / Kinder Morgan, Inc.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
PEGA / Pegasystems Inc.
MSTR / Strategy Inc
ABBV / AbbVie Inc.
JPM / JPMorgan Chase & Co.
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
CRM / Salesforce, Inc.
NLY / Annaly Capital Management, Inc.
META / Meta Platforms, Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
GRMN / Garmin Ltd.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
TIP / iShares Trust - iShares TIPS Bond ETF
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
ET / Energy Transfer LP - Limited Partnership
ARCC / Ares Capital Corporation
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
IHAK / iShares Trust - iShares Cybersecurity and Tech ETF
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
RAIL / FreightCar America, Inc.
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BRK.B / Berkshire Hathaway Inc.
PPLT / abrdn Platinum ETF Trust - abrdn Physical Platinum Shares ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
DTE / DTE Energy Company
FTHY / First Trust High Yield Opportunities 2027 Term Fund
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MO / Altria Group, Inc.
BUI / BlackRock Utilities, Infrastructure & Power Opportunities Trust
QCOM / QUALCOMM Incorporated
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BJUN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - June
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
EJAN / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - January
BKNG / Booking Holdings Inc.
MORT / VanEck ETF Trust - VanEck Mortgage REIT Income ETF
MET / MetLife, Inc.
ORCL / Oracle Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
JRI / Nuveen Real Asset Income and Growth Fund
ARTY / iShares Trust - iShares Future AI & Tech ETF
ETN / Eaton Corporation plc
GAB / The Gabelli Equity Trust Inc.
STK / Columbia Seligman Premium Technology Growth Fund
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
RFI / Cohen & Steers Total Return Realty Fund, Inc.
AQN / Algonquin Power & Utilities Corp.
VZ / Verizon Communications Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
PODD / Insulet Corporation
MSFT / Microsoft Corporation
ABT / Abbott Laboratories
NOW / ServiceNow, Inc.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
O / Realty Income Corporation
AMAT / Applied Materials, Inc.
EMR / Emerson Electric Co.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
GS / The Goldman Sachs Group, Inc.
WISE / Themes ETF Trust - Themes Generative Artificial Intelligence ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IBM / International Business Machines Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
BA / The Boeing Company
MGF / MFS Government Markets Income Trust
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
QMAR / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March
GBTC / Grayscale Bitcoin Trust (BTC)
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CCI / Crown Castle Inc.
DMO / Western Asset Mortgage Opportunity Fund Inc.
DPG / Duff & Phelps Utility and Infrastructure Fund Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
KLAC / KLA Corporation
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MCN / XAI Madison Equity Premium Income Fund
DOC / Healthpeak Properties, Inc.
TEAF / Ecofin Sustainable and Social Impact Term Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
DIS / The Walt Disney Company
BGH / Barings Global Short Duration High Yield Fund
FPF / First Trust Intermediate Duration Preferred & Income Fund
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
QJUN / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - June
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF