Market Value547,503,000
Total Holdings352
File Date2022-08-15
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
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VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
RY / Royal Bank of Canada
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
BSCN / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
PHYS / Sprott Physical Gold Trust
FTHI / First Trust Exchange-Traded Fund VI - First Trust BuyWrite Income ETF
AMD / Advanced Micro Devices, Inc.
BKN / BlackRock Investment Quality Municipal Trust Inc.
LH / Labcorp Holdings Inc.
IDUB / ETF Series Solutions - Aptus International Enhanced Yield ETF
FDX / FedEx Corporation
AMT / American Tower Corporation
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
BSCM / Invesco Capital Management LLC - Invesco BulletShares 2022 Corporate Bond ETF
BAH / Booz Allen Hamilton Holding Corporation
DE / Deere & Company
TSN / Tyson Foods, Inc.
PSQ / ProShares Trust - ProShares Short QQQ
UPS / United Parcel Service, Inc.
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
AXP / American Express Company
NUE / Nucor Corporation
CCI / Crown Castle Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
WPC / W. P. Carey Inc.
EMQQ / Exchange Traded Concepts Trust - EMQQ The Emerging Markets Internet ETF
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
HPQ / HP Inc.
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
IIPR / Innovative Industrial Properties, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
OXY / Occidental Petroleum Corporation
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
MBB / iShares Trust - iShares MBS ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SHE / SPDR Series Trust - SPDR MSCI USA Gender Diversity ETF
TGT / Target Corporation
CSCO / Cisco Systems, Inc.
CHE / Chemed Corporation
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
CPRT / Copart, Inc.
PM / Philip Morris International Inc.
IXN / iShares Trust - iShares Global Tech ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
BAC / Bank of America Corporation
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
CDW / CDW Corporation
PNC / The PNC Financial Services Group, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
NSC / Norfolk Southern Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AMGN / Amgen Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
FVC / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Dynamic Focus 5 ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MSFT / Microsoft Corporation
BUFT / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Defensive ETF
EUDG / WisdomTree Trust - WisdomTree Europe Quality Dividend Growth Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
DG / Dollar General Corporation
AAPL / Apple Inc.
MET / MetLife, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
IBB / iShares Trust - iShares Biotechnology ETF
IFV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright International Focus 5 ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
PHM / PulteGroup, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
AVGO / Broadcom Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
LMT / Lockheed Martin Corporation
KO / The Coca-Cola Company
IWO / iShares Trust - iShares Russell 2000 Growth ETF
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
MAR / Marriott International, Inc.
RWM / ProShares Trust - ProShares Short Russell2000
CE / Celanese Corporation
FNY / First Trust Exchange-Traded AlphaDEX Fund - First Trust Mid Cap Growth AlphaDEX Fund
ORLY / O'Reilly Automotive, Inc.
JBHT / J.B. Hunt Transport Services, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
BETZ / Listed Funds Trust - Roundhill Sports Betting & iGaming ETF
IXG / iShares Trust - iShares Global Financials ETF
HD / The Home Depot, Inc.
VRTX / Vertex Pharmaceuticals Incorporated
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
TMO / Thermo Fisher Scientific Inc.
IBM / International Business Machines Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
OSCV / ETF Series Solutions - Opus Small Cap Value ETF
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
HON / Honeywell International Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
MRK / Merck & Co., Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
BNL / Broadstone Net Lease, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
GS / The Goldman Sachs Group, Inc.
IEV / iShares Trust - iShares Europe ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
EMR / Emerson Electric Co.
ARKK / ARK ETF Trust - ARK Innovation ETF
CRUZ / ETF Series Solutions - Defiance Hotel, Airline, and Cruise ETF
IQDG / WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund
ROKT / SPDR Series Trust - SPDR S&P Kensho Final Frontiers ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ADBE / Adobe Inc.
WLK / Westlake Corporation
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
AADR / AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF
JNJ / Johnson & Johnson
MDT / Medtronic plc
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
CRWD / CrowdStrike Holdings, Inc.
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XOM / Exxon Mobil Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
FIS / Fidelity National Information Services, Inc.
OUSA / ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF
ADP / Automatic Data Processing, Inc.
RYH / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Health Care ETF
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SWKS / Skyworks Solutions, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
EL / The Estée Lauder Companies Inc.
HSY / The Hershey Company
IWN / iShares Trust - iShares Russell 2000 Value ETF
RHI / Robert Half Inc.
T / AT&T Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
PLD / Prologis, Inc.
EWSC / Invesco Capital Management LLC - Invesco S&P SmallCap 600 Equal Weight ETF
MANH / Manhattan Associates, Inc.
FTNT / Fortinet, Inc.
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
KEY / KeyCorp
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
AB / AllianceBernstein Holding L.P. - Limited Partnership
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DEED / First Trust Exchange-Traded Fund VIII - First Trust TCW Securitized Plus ETF
C.WSA / Citigroup, Inc.
BAR / GraniteShares Gold Trust
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
ICOW / Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
IQI / Invesco Quality Municipal Income Trust
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
SH / ProShares Trust - ProShares Short S&P500
SOXX / iShares Trust - iShares Semiconductor ETF
CRM / Salesforce, Inc.
TFC / Truist Financial Corporation
NKE / NIKE, Inc.
SDOG / ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
OC / Owens Corning
LRCX / Lam Research Corporation
MOH / Molina Healthcare, Inc.
COP / ConocoPhillips
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
TPL / Texas Pacific Land Corporation
POWA / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Bloomberg Pricing Power ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
ILF / iShares Trust - iShares Latin America 40 ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
UBSI / United Bankshares, Inc.
BITQ / Exchange Traded Concepts Trust - Bitwise Crypto Industry Innovators ETF
KOIN / Exchange Traded Concepts Trust - Capital Link Global Fintech Leaders ETF
PXE / Invesco Exchange-Traded Fund Trust - Invesco Energy Exploration & Production ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
DOG / ProShares Trust - ProShares Short Dow30
FBNC / First Bancorp
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
DSL / DoubleLine Income Solutions Fund
UNH / UnitedHealth Group Incorporated
IWD / iShares Trust - iShares Russell 1000 Value ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
FANG / Diamondback Energy, Inc.
MMC / Marsh & McLennan Companies, Inc.
MA / Mastercard Incorporated
BRK.B / Berkshire Hathaway Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
JETS / ETF Series Solutions - U.S. Global Jets ETF
WMT / Walmart Inc.
INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
DEO / Diageo plc - Depositary Receipt (Common Stock)
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
IHDG / WisdomTree Trust - WisdomTree International Hedged Quality Dividend Growth Fund
FTXO / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF
QCOM / QUALCOMM Incorporated
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
REGN / Regeneron Pharmaceuticals, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
QQQ / Invesco QQQ Trust, Series 1
AMAT / Applied Materials, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
CDNS / Cadence Design Systems, Inc.
DIS / The Walt Disney Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
FV / First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
ABBV / AbbVie Inc.
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
INFL / Listed Funds Trust - Horizon Kinetics Inflation Beneficiaries ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CVX / Chevron Corporation
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
WM / Waste Management, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
AMZN / Amazon.com, Inc.
MDIV / First Trust Exchange-Traded Fund VI - Multi-Asset Diversified Income Index Fund
FNB / F.N.B. Corporation
PSLV / Sprott Physical Silver Trust
PRU / Prudential Financial, Inc.
ADME / ETF Series Solutions - Aptus Drawdown Managed Equity ETF
PXD / Pioneer Natural Resources Company
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
KNDI / Kandi Technologies Group, Inc.
ITB / iShares Trust - iShares U.S. Home Construction ETF
BITO / ProShares Trust - ProShares Bitcoin ETF
EMCB / WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund
FGD / First Trust Exchange-Traded Fund II - First Trust Dow Jones Global Select Dividend Index Fund
CVS / CVS Health Corporation
INTC / Intel Corporation
CARR / Carrier Global Corporation
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MCD / McDonald's Corporation
OEF / iShares Trust - iShares S&P 100 ETF
GSY / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Ultra Short Duration ETF
APD / Air Products and Chemicals, Inc.
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
PGEN / Precigen, Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
DUK / Duke Energy Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
TRV / The Travelers Companies, Inc.
ACN / Accenture plc
SNPS / Synopsys, Inc.
V / Visa Inc.
QQEW / First Trust Exchange-Traded Fund - First Trust NASDAQ-100 Equal Weighted Index Fund
ACIO / ETF Series Solutions - Aptus Collared Investment Opportunity ETF
NEE / NextEra Energy, Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
LLY / Eli Lilly and Company
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
COST / Costco Wholesale Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
TSLA / Tesla, Inc.
NVDA / NVIDIA Corporation
IWR / iShares Trust - iShares Russell Mid-Cap ETF
PFE / Pfizer Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ISRG / Intuitive Surgical, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
ROP / Roper Technologies, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
PEP / PepsiCo, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SO / The Southern Company
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CSL / Carlisle Companies Incorporated
IYT / iShares Trust - iShares U.S. Transportation ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
RTX / RTX Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
BR / Broadridge Financial Solutions, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
TXN / Texas Instruments Incorporated
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
SPY / SPDR S&P 500 ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
MCK / McKesson Corporation
PG / The Procter & Gamble Company
DGRS / WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
JPM / JPMorgan Chase & Co.
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
GOOGL / Alphabet Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
INTU / Intuit Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CAT / Caterpillar Inc.
ABT / Abbott Laboratories
SBUX / Starbucks Corporation
LOW / Lowe's Companies, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
PTBD / Pacer Funds Trust - Pacer Trendpilot US Bond ETF
IXC / iShares Trust - iShares Global Energy ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
BUFG / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF
META / Meta Platforms, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
GOOG / Alphabet Inc.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
BMY / Bristol-Myers Squibb Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
DRSK / ETF Series Solutions - Aptus Defined Risk ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
IWB / iShares Trust - iShares Russell 1000 ETF
VZ / Verizon Communications Inc.