Market Value192,346,000
Total Holdings437
File Date2020-04-20
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)
MPW / Medical Properties Trust, Inc.
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
AAL / American Airlines Group Inc.
TSLA / Tesla, Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
JNJ / Johnson & Johnson
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
UNP / Union Pacific Corporation
IBM / International Business Machines Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NKE / NIKE, Inc.
GOOGL / Alphabet Inc.
HEI / HEICO Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
MMM / 3M Company
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
ORCL / Oracle Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
OLED / Universal Display Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
SPY / SPDR S&P 500 ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
GOOG / Alphabet Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DVY / iShares Trust - iShares Select Dividend ETF
IWB / iShares Trust - iShares Russell 1000 ETF
DIS / The Walt Disney Company
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SLV / iShares Silver Trust
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MS / Morgan Stanley
COST / Costco Wholesale Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CAT / Caterpillar Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BK / The Bank of New York Mellon Corporation
LOW / Lowe's Companies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
YUM / Yum! Brands, Inc.
CE / Celanese Corporation
KHC / The Kraft Heinz Company
BPR / Brookfield Property REIT Inc.
FCX / Freeport-McMoRan Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
FDS / FactSet Research Systems Inc.
KIM / Kimco Realty Corporation
IWN / iShares Trust - iShares Russell 2000 Value ETF
CL / Colgate-Palmolive Company
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
CNTTQ / CannTrust Holdings Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
GIM / Templeton Global Income Fund
SOXX / iShares Trust - iShares Semiconductor ETF
MTZ / MasTec, Inc.
EXC / Exelon Corporation
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
IFGL / iShares Trust - iShares International Developed Real Estate ETF
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
XRX / Xerox Holdings Corporation
CHK / Chesapeake Energy Corporation
IEUR / iShares Trust - iShares Core MSCI Europe ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
FSLY / Fastly, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
SEDG / SolarEdge Technologies, Inc.
CNDT / Conduent Incorporated
X / United States Steel Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
PPL / PPL Corporation
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
PBT / Permian Basin Royalty Trust
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
CB / Chubb Limited
PPG / PPG Industries, Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
GWP / GW Pharmaceuticals plc
DGP / DB Gold Double Long ETN
TXT / Textron Inc.
DOW / Dow Inc.
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
STL / Sterling Bancorp.
NCR / NCR Corp.
FOLD / Amicus Therapeutics, Inc.
ETR / Entergy Corporation
PSX / Phillips 66
RSG / Republic Services, Inc.
PBPB / Potbelly Corporation
SYK / Stryker Corporation
SRE / Sempra
LIN / Linde plc
LW / Lamb Weston Holdings, Inc.
AMN / AMN Healthcare Services, Inc.
CNP / CenterPoint Energy, Inc.
PINS / Pinterest, Inc.
HD / The Home Depot, Inc.
TGT / Target Corporation
KLXE / KLX Energy Services Holdings, Inc.
ET / Energy Transfer LP - Limited Partnership
MRK / Merck & Co., Inc.
GS / The Goldman Sachs Group, Inc.
SO / The Southern Company
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PAA / Plains All American Pipeline, L.P. - Limited Partnership
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RBA / RB Global, Inc.
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
US16941M1099 / China Mobile Ltd.
ODP / The ODP Corporation
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
META / Meta Platforms, Inc.
CVX / Chevron Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AMZN / Amazon.com, Inc.
T / AT&T Inc.
110122157 / Bristol Meyers Squibb CVR Exp. 12/31/2020
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
XOM / Exxon Mobil Corporation
HSY / The Hershey Company
GLD / SPDR Gold Trust
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ABT / Abbott Laboratories
QQQ / Invesco QQQ Trust, Series 1
OKE / ONEOK, Inc.
JPM / JPMorgan Chase & Co.
AXP / American Express Company
PM / Philip Morris International Inc.
STZ / Constellation Brands, Inc.
KMI / Kinder Morgan, Inc.
SU / Suncor Energy Inc.
US0268741560 / American International Group, Inc. Warrants
US74733V1008 / QEP Resources, Inc.
CVET / Covetrus Inc
CNS / Cohen & Steers, Inc.
GTY / Getty Realty Corp.
ICVT / iShares Trust - iShares Convertible Bond ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
CODX / Co-Diagnostics, Inc.
US3024451011 / FLIR Systems, Inc.
US83088V1026 / Slack Technologies Inc
YETI / YETI Holdings, Inc.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
PDM / Piedmont Realty Trust, Inc.
UTF / Cohen & Steers Infrastructure Fund, Inc
NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
CVE / Cenovus Energy Inc.
NRCIA / National Research Corp.
OCN / Ocwen Financial Corporation
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MALT / MASTR Alternative Loan Trust 2003-5
IXC / iShares Trust - iShares Global Energy ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
NVEE / NV5 Global, Inc.
HQY / HealthEquity, Inc.
GOOD / Gladstone Commercial Corporation
IDU / iShares Trust - iShares U.S. Utilities ETF
PCN / PIMCO Corporate & Income Strategy Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
COP / ConocoPhillips
LRCX / Lam Research Corporation
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
NEP / XPLR Infrastructure, LP - Limited Partnership
DHR / Danaher Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SAP / SAP SE - Depositary Receipt (Common Stock)
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
BBC / ETFis Series Trust I - Virtus LifeSci Biotech Clinical Trials ETF
MORN / Morningstar, Inc.
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
V / Visa Inc.
CTO / CTO Realty Growth, Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
SCCO / Southern Copper Corporation
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
CP / Canadian Pacific Kansas City Limited
VIDI / ETF Series Solutions - Vident International Equity Strategy ETF
VUSE / ETF Series Solutions - Vident U.S. Equity Strategy ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
US26885B1008 / EQT Midstream Partners LP
BLES / Northern Lights Fund Trust IV - Inspire Global Hope ETF
COLL / Collegium Pharmaceutical, Inc.
ABB / ABB Ltd. - ADR
C.WSA / Citigroup, Inc.
TT / Trane Technologies plc
RTN / Raytheon Co.
CSX / CSX Corporation
JFR / Nuveen Floating Rate Income Fund
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPE / Special Opportunities Fund, Inc.
PFO / Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TMO / Thermo Fisher Scientific Inc.
SHOP / Shopify Inc.
ENB / Enbridge Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
LTSK / Osaic Financial Services, Inc. - Corporate Bond/Note
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
DE / Deere & Company
VOX / Vanguard World Fund - Vanguard Communication Services ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
RCL / Royal Caribbean Cruises Ltd.
CVS / CVS Health Corporation
TGP / Teekay LNG Partners LP - Unit
LUV / Southwest Airlines Co.
MBB / iShares Trust - iShares MBS ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
DXCM / DexCom, Inc.
HON / Honeywell International Inc.
UDN / Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bearish Fund
DUK / Duke Energy Corporation
BNS / The Bank of Nova Scotia
CGC / Canopy Growth Corporation
FL / Foot Locker, Inc.
ACN / Accenture plc
MNR / Mach Natural Resources LP
TRGP / Targa Resources Corp.
ESLT / Elbit Systems Ltd.
DVN / Devon Energy Corporation
AEP / American Electric Power Company, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SHV / iShares Trust - iShares Short Treasury Bond ETF
BAX / Baxter International Inc.
MFC / HEXAOM
ADMP / Adamis Pharmaceuticals Corp
EFT / Eaton Vance Floating-Rate Income Trust
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
COTY / Coty Inc.
HOG / Harley-Davidson, Inc.
RF / Regions Financial Corporation
EMR / Emerson Electric Co.
ANSS / ANSYS, Inc.
OHI / Omega Healthcare Investors, Inc.
FBHS / Fortune Brands Home & Security Inc
/ Voya Prime Rate Trust
PODD / Insulet Corporation
CMCSA / Comcast Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
GNTX / Gentex Corporation
ZBH / Zimmer Biomet Holdings, Inc.
BIIB / Biogen Inc.
ALLE / Allegion plc
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
UBER / Uber Technologies, Inc.
SNAP / Snap Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MRO / Marathon Oil Corporation
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
ASMLF / ASML Holding N.V.
DBP / Invesco DB Multi-Sector Commodity Trust - Invesco DB Precious Metals Fund
NOV / NOV Inc.
FIS / Fidelity National Information Services, Inc.
SQ / Block, Inc.
JOE / The St. Joe Company
PANW / Palo Alto Networks, Inc.
ETSY / Etsy, Inc.
ASXC / Asensus Surgical, Inc.
AZPN / Aspen Technology, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
CRM / Salesforce, Inc.
DAL / Delta Air Lines, Inc.
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
LMT / Lockheed Martin Corporation
LDOS / Leidos Holdings, Inc.
GM / General Motors Company
LLY / Eli Lilly and Company
CME / CME Group Inc.
RPM / RPM International Inc.
CTVA / Corteva, Inc.
SPCE / Virgin Galactic Holdings, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
GOLD / Barrick Mining Corporation
DOCU / DocuSign, Inc.
AWR / American States Water Company
CSCO / Cisco Systems, Inc.
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
BAMH / Brookfield Finance Inc - 4.625% NT REDEEM 16/10/2080 USD 25
LYFT / Lyft, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
BMO / Bank of Montreal
HDV / iShares Trust - iShares Core High Dividend ETF
YUMC / Yum China Holdings, Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
DOW / Dow Inc.
TJX / The TJX Companies, Inc.
CPRT / Copart, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
HEI.A / HEICO Corporation
BSX / Boston Scientific Corporation
KMB / Kimberly-Clark Corporation
NLY / Annaly Capital Management, Inc.
AFL / Aflac Incorporated
PAYC / Paycom Software, Inc.
XEL / Xcel Energy Inc.
NTRS / Northern Trust Corporation
ITW / Illinois Tool Works Inc.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
SM / SM Energy Company
EOG / EOG Resources, Inc.
GE / General Electric Company
WYNN / Wynn Resorts, Limited
SLB / Schlumberger Limited
IQDF / FlexShares Trust - FlexShares International Quality Dividend Index Fund
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
FUN / Six Flags Entertainment Corporation
RTX / RTX Corporation
MDLZ / Mondelez International, Inc.
AWK / American Water Works Company, Inc.
BAC / Bank of America Corporation
KEY / KeyCorp
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
NS / NuStar Energy L.P. - Limited Partnership
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
NTR / Nutrien Ltd.
MKC / McCormick & Company, Incorporated
PFF / iShares Trust - iShares Preferred and Income Securities ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
DIM / WisdomTree Trust - WisdomTree International MidCap Dividend Fund
SCHW / The Charles Schwab Corporation
ZTS / Zoetis Inc.
SPH / Suburban Propane Partners, L.P. - Limited Partnership
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
LHX / L3Harris Technologies, Inc.
TWTR / Twitter Inc
UBP / Urstadt Biddle Properties, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
MCD / McDonald's Corporation
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
PFHD / Professional Holding Corp - Class A
ZM / Zoom Communications Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
SJM / The J. M. Smucker Company
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
LH / Labcorp Holdings Inc.
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
UNIT / Unity Group LLC
UPS / United Parcel Service, Inc.
AIG / American International Group, Inc.
XHR / Xenia Hotels & Resorts, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
MO / Altria Group, Inc.
RYN / Rayonier Inc.
TXN / Texas Instruments Incorporated
IONS / Ionis Pharmaceuticals, Inc.
HBI / Hanesbrands Inc.
WFC / Wells Fargo & Company
K / Kellanova
CRON / Cronos Group Inc.
LBRDA / Liberty Broadband Corporation
COF / Capital One Financial Corporation
HSIC / Henry Schein, Inc.
CLX / The Clorox Company
PAYX / Paychex, Inc.
O / Realty Income Corporation
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
MET / MetLife, Inc.
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
APD / Air Products and Chemicals, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
CCL / Carnival Corporation & plc
ADM / Archer-Daniels-Midland Company
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
ADP / Automatic Data Processing, Inc.
ATHM / Autohome Inc. - Depositary Receipt (Common Stock)
MSI / Motorola Solutions, Inc.
BRX / Brixmor Property Group Inc.
LOVE / The Lovesac Company
NVDA / NVIDIA Corporation
ATO / Atmos Energy Corporation
LITE / Lumentum Holdings Inc.
RDS.B / Shell Plc - ADR
TDOC / Teladoc Health, Inc.
SLFYF / Sun Life Financial, Inc. - 4.75% PRF PERPETUAL CAD 25 - Cls A Ser 1
UNH / UnitedHealth Group Incorporated
GPC / Genuine Parts Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
BHF / Brighthouse Financial, Inc.
CROX / Crocs, Inc.
VIAV / Viavi Solutions Inc.
WLDN / Willdan Group, Inc.
SBUX / Starbucks Corporation
QCOM / QUALCOMM Incorporated
GSK / GSK plc - Depositary Receipt (Common Stock)
INTC / Intel Corporation
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
GIS / General Mills, Inc.
APTO / Aptose Biosciences Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ABBV / AbbVie Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SPG / Simon Property Group, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
VTV / Vanguard Index Funds - Vanguard Value ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
NFLX / Netflix, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MSFT / Microsoft Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
BRK.B / Berkshire Hathaway Inc.
PTON / Peloton Interactive, Inc.
AMGN / Amgen Inc.
VZ / Verizon Communications Inc.
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
MMP / Magellan Midstream Partners L.P.
F / Ford Motor Company
OPK / OPKO Health, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
BMY / Bristol-Myers Squibb Company
ALL / The Allstate Corporation
NEE / NextEra Energy, Inc.
BA / The Boeing Company
AAPL / Apple Inc.
IGF / iShares Trust - iShares Global Infrastructure ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
IAU / iShares Gold Trust
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
PFE / Pfizer Inc.
PEP / PepsiCo, Inc.
UMH / UMH Properties, Inc.
NSC / Norfolk Southern Corporation
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
RY / Royal Bank of Canada
WMT / Walmart Inc.
KO / The Coca-Cola Company
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
TD / The Toronto-Dominion Bank
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IWM / iShares Trust - iShares Russell 2000 ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
PG / The Procter & Gamble Company
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF