Market Value47,918,061,159
Total Holdings380
File Date2024-11-12
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
MDU / MDU Resources Group, Inc.
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
F / Ford Motor Company
HD / The Home Depot, Inc.
WTW / Willis Towers Watson Public Limited Company
KMI / Kinder Morgan, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
LMT / Lockheed Martin Corporation
IBM / International Business Machines Corporation
MDLZ / Mondelez International, Inc.
CSCO / Cisco Systems, Inc.
AMD / Advanced Micro Devices, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
GLD / SPDR Gold Trust
AMZN / Amazon.com, Inc.
ECL / Ecolab Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
CAT / Caterpillar Inc.
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
PH / Parker-Hannifin Corporation
JWN / Nordstrom, Inc.
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
IBIT / iShares Bitcoin Trust ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
SBUX / Starbucks Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
VGT / Vanguard World Fund - Vanguard Information Technology ETF
NEE / NextEra Energy, Inc.
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
MBB / iShares Trust - iShares MBS ETF
MO / Altria Group, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
IDV / iShares Trust - iShares International Select Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
LOW / Lowe's Companies, Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MA / Mastercard Incorporated
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
WMT / Walmart Inc.
ADBE / Adobe Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
XOM / Exxon Mobil Corporation
AVGO / Broadcom Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
KO / The Coca-Cola Company
ACWI / iShares Trust - iShares MSCI ACWI ETF
RTX / RTX Corporation
QCOM / QUALCOMM Incorporated
DHR / Danaher Corporation
CMCSA / Comcast Corporation
TMO / Thermo Fisher Scientific Inc.
NFLX / Netflix, Inc.
CRS / Carpenter Technology Corporation
WFC / Wells Fargo & Company
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
JNJ / Johnson & Johnson
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
OTTR / Otter Tail Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
JPM / JPMorgan Chase & Co.
VUG / Vanguard Index Funds - Vanguard Growth ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
NVG / Nuveen AMT-Free Municipal Credit Income Fund
TSLA / Tesla, Inc.
CTAS / Cintas Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
AXON / Axon Enterprise, Inc.
CVMC / Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
ORCL / Oracle Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ONON / On Holding AG
TKR / The Timken Company
ORLY / O'Reilly Automotive, Inc.
BR / Broadridge Financial Solutions, Inc.
FNF / Fidelity National Financial, Inc.
NOC / Northrop Grumman Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
EME / EMCOR Group, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
MPC / Marathon Petroleum Corporation
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
MDY / SPDR S&P MidCap 400 ETF Trust
CEG / Constellation Energy Corporation
DRI / Darden Restaurants, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
QLD / ProShares Trust - ProShares Ultra QQQ
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
CTXR / Citius Pharmaceuticals, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
DE / Deere & Company
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
UNP / Union Pacific Corporation
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
BAC / Bank of America Corporation
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
XPL / Solitario Resources Corp.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
AAPL / Apple Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
CRM / Salesforce, Inc.
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
GOOG / Alphabet Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VKI / Invesco Advantage Municipal Income Trust II
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
MS / Morgan Stanley
DVA / DaVita Inc.
CACI / CACI International Inc
PCAR / PACCAR Inc
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
T / AT&T Inc.
ADTN / ADTRAN Holdings, Inc.
MSFT / Microsoft Corporation
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
DNP / DNP Select Income Fund Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
SYK / Stryker Corporation
ACN / Accenture plc
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
UNH / UnitedHealth Group Incorporated
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
HIG / The Hartford Insurance Group, Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MMC / Marsh & McLennan Companies, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
V / Visa Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
META / Meta Platforms, Inc.
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ADP / Automatic Data Processing, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
LLY / Eli Lilly and Company
ANET / Arista Networks Inc
VKQ / Invesco Municipal Trust
DGRO / iShares Trust - iShares Core Dividend Growth ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
ETN / Eaton Corporation plc
FBIN / Fortune Brands Innovations, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
BA / The Boeing Company
TT / Trane Technologies plc
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IGM / iShares Trust - iShares Expanded Tech Sector ETF
FUL / H.B. Fuller Company
NVDA / NVIDIA Corporation
BRK.B / Berkshire Hathaway Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
COST / Costco Wholesale Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
DDM / ProShares Trust - ProShares Ultra Dow30
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
CVX / Chevron Corporation
VCRB / Vanguard Core Bond Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
OVV / Ovintiv Inc.
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
SON / Sonoco Products Company
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IWB / iShares Trust - iShares Russell 1000 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VSAT / Viasat, Inc.
PG / The Procter & Gamble Company
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
TRN / Trinity Industries, Inc.
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
INTC / Intel Corporation
DVY / iShares Trust - iShares Select Dividend ETF
TRV / The Travelers Companies, Inc.
PM / Philip Morris International Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
DIS / The Walt Disney Company
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
MMM / 3M Company
NOW / ServiceNow, Inc.
MRK / Merck & Co., Inc.
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
RY / Royal Bank of Canada
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DAL / Delta Air Lines, Inc.
FAX / Abrdn Asia-Pacific Income Fund Inc
BROS / Dutch Bros Inc.
PSN / Parsons Corporation
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
GIS / General Mills, Inc.
CLW / Clearwater Paper Corporation
SYY / Sysco Corporation
LRCX / Lam Research Corporation
OLN / Olin Corporation
HON / Honeywell International Inc.
CMG / Chipotle Mexican Grill, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
TELL / Tellurian Inc.
ASB / Associated Banc-Corp
ELV / Elevance Health, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
KNF / Knife River Corporation
ABBV / AbbVie Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
SPOT / Spotify Technology S.A.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CAVA / CAVA Group, Inc.
ODFL / Old Dominion Freight Line, Inc.
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
PLTR / Palantir Technologies Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
AMCR / Amcor plc
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SO / The Southern Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
QQQ / Invesco QQQ Trust, Series 1
GOOGL / Alphabet Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
OEF / iShares Trust - iShares S&P 100 ETF
PTY / PIMCO Corporate & Income Opportunity Fund
TIP / iShares Trust - iShares TIPS Bond ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
XT / iShares Trust - iShares Exponential Technologies ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
ALL / The Allstate Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BK / The Bank of New York Mellon Corporation
DFS / Discover Financial Services
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GE / General Electric Company
IOT / Samsara Inc.
AMGN / Amgen Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
ABT / Abbott Laboratories
PAG / Penske Automotive Group, Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SPY / SPDR S&P 500 ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
IWV / iShares Trust - iShares Russell 3000 ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
VZ / Verizon Communications Inc.
MCD / McDonald's Corporation
IIPR / Innovative Industrial Properties, Inc.
PTN / Palatin Technologies, Inc.
BKCH / Global X Funds - Global X Blockchain ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CCL / Carnival Corporation & plc
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
GGG / Graco Inc.
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
DINO / HF Sinclair Corporation
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
IYW / iShares Trust - iShares U.S. Technology ETF