AXP / American Express Company
|
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|
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|
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
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|
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|
FAX / Abrdn Asia-Pacific Income Fund Inc
|
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|
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
|
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|
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|
LMT / Lockheed Martin Corporation
|
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|
ADP / Automatic Data Processing, Inc.
|
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|
MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
|
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|
T / AT&T Inc.
|
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XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
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PFE / Pfizer Inc.
|
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META / Meta Platforms, Inc.
|
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NFLX / Netflix, Inc.
|
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|
HD / The Home Depot, Inc.
|
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|
|
|
|
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
|
|
AVDE / American Century ETF Trust - Avantis International Equity ETF
|
|
|
|
|
|
|
|
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
|
|
|
|
|
|
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
|
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|
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|
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|
|
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
|
|
|
|
|
|
|
|
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
|
|
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
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|
CP / Canadian Pacific Kansas City Limited
|
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MCD / McDonald's Corporation
|
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|
JPM / JPMorgan Chase & Co.
|
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|
MRK / Merck & Co., Inc.
|
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|
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|
MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
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|
|
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
|
|
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|
LLY / Eli Lilly and Company
|
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|
|
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|
ADBE / Adobe Inc.
|
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|
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|
HDV / iShares Trust - iShares Core High Dividend ETF
|
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|
BRK.A / Berkshire Hathaway Inc.
|
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IBM / International Business Machines Corporation
|
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|
HON / Honeywell International Inc.
|
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|
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
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|
MSI / Motorola Solutions, Inc.
|
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|
PCAR / PACCAR Inc
|
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|
|
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
|
|
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ROK / Rockwell Automation, Inc.
|
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|
UNH / UnitedHealth Group Incorporated
|
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|
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
|
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GOOGL / Alphabet Inc.
|
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|
AMAT / Applied Materials, Inc.
|
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|
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
|
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|
EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
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NKE / NIKE, Inc.
|
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INTC / Intel Corporation
|
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|
AMGN / Amgen Inc.
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|
KO / The Coca-Cola Company
|
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|
PEP / PepsiCo, Inc.
|
|
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TSLA / Tesla, Inc.
|
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|
XOM / Exxon Mobil Corporation
|
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|
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
|
|
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|
AAPL / Apple Inc.
|
|
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SHOP / Shopify Inc.
|
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NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
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|
CL / Colgate-Palmolive Company
|
|
|
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|
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
|
|
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|
ACN / Accenture plc
|
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|
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
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|
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
|
|
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|
JNJ / Johnson & Johnson
|
|
|
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|
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
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|
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
|
|
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|
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
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NEE.PRN / NextEra Energy Capital Holdings, Inc. - Corporate Bond/Note
|
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|
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
|
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|
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
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|
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
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|
|
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
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|
BANR / Banner Corporation
|
|
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|
GWW / W.W. Grainger, Inc.
|
|
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|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
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|
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
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|
|
|
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|
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
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|
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF
|
|
|
|
|
|
|
|
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
|
|
|
|
|
|
|
|
DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
|
|
|
|
|
|
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|
IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
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|
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
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|
ICLN / iShares Trust - iShares Global Clean Energy ETF
|
|
|
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|
SO / The Southern Company
|
|
|
|
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|
VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
PSA / Public Storage
|
|
|
|
|
|
|
|
AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
|
|
|
|
|
|
|
|
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
|
|
|
|
|
|
|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
IAU / iShares Gold Trust
|
|
|
|
|
|
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|
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
|
|
|
|
|
|
|
|
ISCV / iShares Trust - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
|
|
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
|
|
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
|
|
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
|
|
|
|
|
|
|
|
WTAI / WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund
|
|
|
|
|
|
|
|
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
|
|
|
|
|
|
|
|
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
|
|
|
|
|
|
|
|
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
|
|
IPO / Renaissance Capital Greenwich Funds - Renaissance IPO ETF
|
|
|
|
|
|
|
|
MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
|
|
WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
DFIS / Dimensional ETF Trust - Dimensional International Small Cap ETF
|
|
|
|
|
|
|
|
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
|
|
|
|
|
|
|
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
|
|
|
|
|
|
|
|
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
|
|
|
|
|
|
|
|
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
HCAT / Health Catalyst, Inc.
|
|
|
|
|
|
|
|
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
|
|
|
|
|
|
|
|
TSI / TCW Strategic Income Fund, Inc.
|
|
|
|
|
|
|
|
MMM / 3M Company
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
|
|
|
|
|
|
|
|
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
|
|
|
|
|
|
|
|
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
BA / The Boeing Company
|
|
|
|
|
|
|
|
INVESCO QQQ TR
/ UNIT SER 1 (4609E0107) |
|
|
|
|
|
|
|
CLOUGH GLOBAL OPPORTUNITIES
/ SH BEN INT (189140110) |
|
|
|
|
|
|
|
C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
|
|
|
|
|
|
|
|
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
|
|
|
|
|
|
|
|
VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
|
|
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
|
|
|
|
|
|
|
|
REET / iShares Trust - iShares Global REIT ETF
|
|
|
|
|
|
|
|
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
RUM / Rumble Inc.
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
|
|
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
|
|
|
|
|
|
|
|
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
AVSD / American Century ETF Trust - Avantis Responsible International Equity ETF
|
|
|
|
|
|
|
|
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
|
|
|
|
|
|
|
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
|
|
CGDV / Capital Group Dividend Value ETF
|
|
|
|
|
|
|
|
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
|
|
|
|
|
|
|
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
|
|
|
|
|
|
|
|
KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
|
|
|
|
|
|
|
|
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
CMF / iShares Trust - iShares California Muni Bond ETF
|
|
|
|
|
|
|
|
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
|
|
|
|
|
|
|
|
DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
|
|
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
|
|
|
|
|
|
|
|
ARCC / Ares Capital Corporation
|
|
|
|
|
|
|
|
CDXC / ChromaDex Corporation
|
|
|
|
|
|
|
|
AVRE / American Century ETF Trust - Avantis Real Estate ETF
|
|
|
|
|
|
|
|
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
|
|
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
|
XSMO / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap Momentum ETF
|
|
|
|
|
|
|
|
AVSE / American Century ETF Trust - Avantis Responsible Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
UFCS / United Fire Group, Inc.
|
|
|
|
|
|
|
|
ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
AUSF / Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
|
|
COLB / Columbia Banking System, Inc.
|
|
|
|
|
|
|
|
EYLD / Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF
|
|
|
|
|
|
|
|
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
|
|
|
|
|
|
|
|
INVESCO EXCH TRADED FD TR II
/ S&P INTL MOMNT (46138E226) |
|
|
|
|
|
|
|
ARKK / ARK ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
|
|
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
|
|
|
|
|
|
|
|
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
|
|
|
|
|
|
|
|
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
|
|
|
|
|
|
|
|
V / Visa Inc.
|
|
|
|
|
|
|
|
AVSU / American Century ETF Trust - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
|
|
TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
|
|
|
|
|
|
|
|
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
|
|
|
|
|
|
|
|
AAAU / Goldman Sachs Physical Gold ETF
|
|
|
|
|
|
|
|
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
|
|
|
|
|
|
|
|
NYF / iShares Trust - iShares New York Muni Bond ETF
|
|
|
|
|
|
|
|
USRT / iShares Trust - iShares Core U.S. REIT ETF
|
|
|
|
|
|
|
|
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
ACLC / American Century ETF Trust - American Century Large Cap Equity ETF
|
|
|
|
|
|
|
|
TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
GE / General Electric Company
|
|
|
|
|
|
|
|
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
INVESCO QQQ TR
/ UNIT SER 1 (46090E107) |
|
|
|
|
|
|
|
SMCI / Super Micro Computer, Inc.
|
|
|
|
|
|
|
|
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
|
|
|
|
|
|
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FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
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VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
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VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
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XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
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SCHF / Schwab Strategic Trust - Schwab International Equity ETF
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VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
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SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
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REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
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IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
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CVX / Chevron Corporation
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VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
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DHR / Danaher Corporation
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VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
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OEF / iShares Trust - iShares S&P 100 ETF
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BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
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VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
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COST / Costco Wholesale Corporation
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NVDA / NVIDIA Corporation
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MSFT / Microsoft Corporation
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VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
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IWF / iShares Trust - iShares Russell 1000 Growth ETF
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JHEM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF
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WMT / Walmart Inc.
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USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
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SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
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DIS / The Walt Disney Company
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PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
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PHM / PulteGroup, Inc.
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