Market Value374,429,000
Total Holdings510
File Date2019-07-30
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)
BBWI / Bath & Body Works, Inc.
OSK / Oshkosh Corporation
ROP / Roper Technologies, Inc.
PCAR / PACCAR Inc
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
STI / Solidion Technology, Inc.
EBAY / eBay Inc.
CAT / Caterpillar Inc.
CRON / Cronos Group Inc.
KO / The Coca-Cola Company
LEA / Lear Corporation
WPC / W. P. Carey Inc.
CGC / Canopy Growth Corporation
SAENF / Solar Alliance Energy Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
GHDX / Genomic Health, Inc.
BWV / Blue Water Biotech, Inc.
TRC / Tejon Ranch Co.
NAZ / Nuveen Arizona Quality Municipal Income Fund
TXMD / TherapeuticsMD, Inc.
AABA / Altaba Inc
PKG / Packaging Corporation of America
JNJ / Johnson & Johnson
CTVA / Corteva, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BR / Broadridge Financial Solutions, Inc.
MCD / McDonald's Corporation
PEG / Public Service Enterprise Group Incorporated
ALL / The Allstate Corporation
V / Visa Inc.
AVB / AvalonBay Communities, Inc.
UA / Under Armour, Inc.
AMGN / Amgen Inc.
US001ESC1029 / AMR Corporation Com Escrow
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
LBRDA / Liberty Broadband Corporation
PEAK / Healthpeak Properties, Inc.
MMC / Marsh & McLennan Companies, Inc.
GE / General Electric Company
DLR / Digital Realty Trust, Inc.
EQIX / Equinix, Inc.
PYPL / PayPal Holdings, Inc.
AAL / American Airlines Group Inc.
NI / NiSource Inc.
CHS / Chico's FAS, Inc.
ODP / The ODP Corporation
WNC / Wabash National Corporation
FORR / Forrester Research, Inc.
Purchasepro Com Inc Com New / (746144302)
WWW / Wolverine World Wide, Inc.
US2836778546 / El Paso Electric Co.
FOXA / Fox Corporation
WST / West Pharmaceutical Services, Inc.
RSG / Republic Services, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
US0325111070 / Anadarko Petroleum Corp.
WAFD / WaFd, Inc
ABG / Asbury Automotive Group, Inc.
ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
RGLD / Royal Gold, Inc.
SNH / Senior Housing Properties Trust
DOO / WisdomTree Trust - WisdomTree International Dividend Ex-Financials Fund
LSXMA / Liberty Media Corp. (New Liberty SiriusXM) Series A
Community Invt Group Ltd / (20371Q101)
CMC / Commercial Metals Company
/ Wyndham Destinations, Inc.
FS Energy & Power Fund BDC / ETF (30264D109)
Funding Circle Hldgs Plc Ord Gbp0.001 14 / (G3691F107)
Mirant Tr 1 Cnv Pfd 6.25 Ser A Esc NV / (60467Q995)
UTL / Unitil Corporation
FLO / Flowers Foods, Inc.
AXL / American Axle & Manufacturing Holdings, Inc.
DECK / Deckers Outdoor Corporation
WIRE / Encore Wire Corporation
EXTN / Exterran Corp
JHG / Janus Henderson Group plc
KMPH / Zevra Therapeutics Inc
MMS / Maximus, Inc.
024237020 / Dean Foods Co
PII / Polaris Inc.
GXC / SPDR Index Shares Funds - SPDR S&P China ETF
Affluent Ptrns Hld Ord / (G57958103)
Barclays Bk Plc Ipt Cboe / (00B1WL159)
CVET / Covetrus Inc
HCSG / Healthcare Services Group, Inc.
VKQ / Invesco Municipal Trust
SLM / SLM Corporation
JBL / Jabil Inc.
BC / Brunswick Corporation
US7153471005 / Perspecta Inc
FONR / FONAR Corporation
CMBS / iShares Trust - iShares CMBS ETF
SMLV / SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF
DOL / WisdomTree Trust - WisdomTree International LargeCap Dividend Fund
VFC / V.F. Corporation
SSNC / SS&C Technologies Holdings, Inc.
ELD / WisdomTree Trust - WisdomTree Emerging Markets Local Debt Fund
SQBG / Sequential Brands Group Inc.
COG / Cabot Oil & Gas Corp.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
US20605P1012 / Concho Resources, Inc.
REZI / Resideo Technologies, Inc.
CS / Credit Suisse Group AG - ADR
ACA / Arcosa, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
SXT / Sensient Technologies Corporation
FAX / Abrdn Asia-Pacific Income Fund Inc
US04351G1013 / Ascena Retail Group, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
NCSM / NCS Multistage Holdings, Inc.
SHO / Sunstone Hotel Investors, Inc.
TEX / Terex Corporation
TRN / Trinity Industries, Inc.
VTWV / Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF
VRTV / Veritiv Corp
WBC / Wabco Holdings, Inc.
WLL / Whiting Petroleum Corp (New)
ASIX / AdvanSix Inc.
LECO / Lincoln Electric Holdings, Inc.
KTB / Kontoor Brands, Inc.
OGS / ONE Gas, Inc.
PSTG / Pure Storage, Inc.
FWONA / Formula One Group
WH / Wyndham Hotels & Resorts, Inc.
BATRA / Atlanta Braves Holdings, Inc.
KBH / KB Home
SM / SM Energy Company
PVH / PVH Corp.
BDVC / Franklin BSP Lending Corporation
JPMF / JPMorgan Managed Futures Strategy ETF
TILE / Interface, Inc.
ES / Eversource Energy
TLTD / FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
US35952V3033 / FS KKR Capital Corp II
ASND / Ascendis Pharma A/S - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MCK / McKesson Corporation
AMZN / Amazon.com, Inc.
PAYX / Paychex, Inc.
BHB / Bar Harbor Bankshares
DOW / Dow Inc.
HAIN / The Hain Celestial Group, Inc.
STZ / Constellation Brands, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
872307903 / TCF Financial Corporation
FANG / Diamondback Energy, Inc.
MTB / M&T Bank Corporation
PANW / Palo Alto Networks, Inc.
RTN / Raytheon Co.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
MAR / Marriott International, Inc.
LHX / L3Harris Technologies, Inc.
TSLA / Tesla, Inc.
ECL / Ecolab Inc.
LHHMQ / Lehman Brothers Holdings Capital Trust V - 6% PRF REDEEM 22/04/2053 USD 25 - Ser M
THO / THOR Industries, Inc.
KHC / The Kraft Heinz Company
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
BSX / Boston Scientific Corporation
XPER / Xperi Inc.
AFG / American Financial Group, Inc.
SRE / Sempra
FI / Fiserv, Inc.
HOG / Harley-Davidson, Inc.
UAA / Under Armour, Inc.
HD / The Home Depot, Inc.
ITW / Illinois Tool Works Inc.
XRX / Xerox Holdings Corporation
HBI / Hanesbrands Inc.
RDS.B / Shell Plc - ADR
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
BKH / Black Hills Corporation
HSIC / Henry Schein, Inc.
CLX / The Clorox Company
TIER / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF
PCH / PotlatchDeltic Corporation
WY / Weyerhaeuser Company
RYN / Rayonier Inc.
ACB / Aurora Cannabis Inc.
TDG / TransDigm Group Incorporated
AER / AerCap Holdings N.V.
WEC / WEC Energy Group, Inc.
US2692464017 / E*TRADE Financial, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FUN / Six Flags Entertainment Corporation
GM / General Motors Company
KEYS / Keysight Technologies, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
LEN / Lennar Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
RF / Regions Financial Corporation
MBB / iShares Trust - iShares MBS ETF
KR / The Kroger Co.
WOR / Worthington Enterprises, Inc.
AMT / American Tower Corporation
MDT / Medtronic plc
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
USB / U.S. Bancorp
NTRS / Northern Trust Corporation
MMNFF / MedMen Enterprises Inc.
00B65Z9D7 / Noble Corporation plc
US939ESC9680 / WASHINGTON MUTUAL INC COMMON STOCK
WU / The Western Union Company
LYV / Live Nation Entertainment, Inc.
NWL / Newell Brands Inc.
LSXMK / Liberty Media Corp. (New Liberty SiriusXM) Series C
BATRK / Atlanta Braves Holdings, Inc.
LBRDK / Liberty Broadband Corporation
SNA / Snap-on Incorporated
PEP / PepsiCo, Inc.
WTW / Willis Towers Watson Public Limited Company
AEO / American Eagle Outfitters, Inc.
FTR / Frontier Communications Corp.
HLF / Herbalife Ltd.
BIIB / Biogen Inc.
MDU / MDU Resources Group, Inc.
GILD / Gilead Sciences, Inc.
DIS / The Walt Disney Company
CCI / Crown Castle Inc.
PHM / PulteGroup, Inc.
19041P105 / CBS Corp.
ORCL / Oracle Corporation
SLB / Schlumberger Limited
VC / Visteon Corporation
HAL / Halliburton Company
CSX / CSX Corporation
CAG / Conagra Brands, Inc.
D / Dominion Energy, Inc.
BCE / BCE Inc.
LNC / Lincoln National Corporation
ROST / Ross Stores, Inc.
MFGP / Micro Focus International Plc - ADR
CC / The Chemours Company
WHR / Whirlpool Corporation
ZION / Zions Bancorporation, National Association
CI / The Cigna Group
IWR / iShares Trust - iShares Russell Mid-Cap ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
VLO / Valero Energy Corporation
NEE / NextEra Energy, Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
DUK / Duke Energy Corporation
MPC / Marathon Petroleum Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
TIP / iShares Trust - iShares TIPS Bond ETF
NWSA / News Corporation
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BBY / Best Buy Co., Inc.
BK / The Bank of New York Mellon Corporation
PDN / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
IWL / iShares Trust - iShares Russell Top 200 ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GM / General Motors Company
JPM / JPMorgan Chase & Co.
GOOG / Alphabet Inc.
ACN / Accenture plc
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
OEF / iShares Trust - iShares S&P 100 ETF
PM / Philip Morris International Inc.
INTC / Intel Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
BMY / Bristol-Myers Squibb Company
PPL / PPL Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
SJM / The J. M. Smucker Company
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
AWK / American Water Works Company, Inc.
PFG / Principal Financial Group, Inc.
GPS / The Gap, Inc.
AIG / American International Group, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MOH / Molina Healthcare, Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
LIN / Linde plc
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
DFS / Discover Financial Services
REET / iShares Trust - iShares Global REIT ETF
SBUX / Starbucks Corporation
PNC / The PNC Financial Services Group, Inc.
FITB / Fifth Third Bancorp
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SCHW / The Charles Schwab Corporation
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
AMP / Ameriprise Financial, Inc.
DD / DuPont de Nemours, Inc.
BMRC / Bank of Marin Bancorp
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
ADP / Automatic Data Processing, Inc.
C.WSA / Citigroup, Inc.
TGT / Target Corporation
APD / Air Products and Chemicals, Inc.
CSCO / Cisco Systems, Inc.
CLB / Core Laboratories Inc.
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
EW / Edwards Lifesciences Corporation
CMI / Cummins Inc.
SYK / Stryker Corporation
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
TJX / The TJX Companies, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
CVS / CVS Health Corporation
ZBH / Zimmer Biomet Holdings, Inc.
LLL / JX Luxventure Limited
NUE / Nucor Corporation
UNH / UnitedHealth Group Incorporated
TRGP / Targa Resources Corp.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
LUV / Southwest Airlines Co.
AJG / Arthur J. Gallagher & Co.
TTD / The Trade Desk, Inc.
HSY / The Hershey Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IWM / iShares Trust - iShares Russell 2000 ETF
HPQ / HP Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
EMR / Emerson Electric Co.
WMT / Walmart Inc.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
PSX / Phillips 66
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
O / Realty Income Corporation
PG / The Procter & Gamble Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AVGO / Broadcom Inc.
LW / Lamb Weston Holdings, Inc.
WDC / Western Digital Corporation
MDLZ / Mondelez International, Inc.
WTMF / WisdomTree Trust - WisdomTree Managed Futures Strategy Fund
BA / The Boeing Company
SIBN / SI-BONE, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
ITT / ITT Inc.
ULTA / Ulta Beauty, Inc.
UTHR / United Therapeutics Corporation
AME / AMETEK, Inc.
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
FDX / FedEx Corporation
VAC / Marriott Vacations Worldwide Corporation
MCHP / Microchip Technology Incorporated
DAL / Delta Air Lines, Inc.
EG / Everest Group, Ltd.
GS / The Goldman Sachs Group, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
CL / Colgate-Palmolive Company
BAX / Baxter International Inc.
SQ / Block, Inc.
DXC / DXC Technology Company
MTN / Vail Resorts, Inc.
CELG / Celgene Corp.
EPD / Enterprise Products Partners L.P. - Limited Partnership
MRK / Merck & Co., Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
LPX / Louisiana-Pacific Corporation
BAC / Bank of America Corporation
DE / Deere & Company
NVS / Novartis AG - Depositary Receipt (Common Stock)
CS / Credit Suisse Group AG - ADR
UDR / UDR, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
DHI / D.R. Horton, Inc.
SYF / Synchrony Financial
XOM / Exxon Mobil Corporation
QCOM / QUALCOMM Incorporated
LULU / lululemon athletica inc.
SNPS / Synopsys, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
PFE / Pfizer Inc.
DXCM / DexCom, Inc.
IFF / International Flavors & Fragrances Inc.
XYL / Xylem Inc.
ABT / Abbott Laboratories
HTGC / Hercules Capital, Inc.
AVY / Avery Dennison Corporation
CHKP / Check Point Software Technologies Ltd.
KMB / Kimberly-Clark Corporation
AMD / Advanced Micro Devices, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
LLY / Eli Lilly and Company
NOC / Northrop Grumman Corporation
TMUS / T-Mobile US, Inc.
COTY / Coty Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
JWN / Nordstrom, Inc.
STT / State Street Corporation
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
OIA / Invesco Municipal Income Opportunities Trust
C / Citigroup Inc.
ALC / Alcon Inc.
ENB / Enbridge Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
PGNPQ / Paragon Offshore plc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
T / AT&T Inc.
RTX / RTX Corporation
F / Ford Motor Company
MO / Altria Group, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMAT / Applied Materials, Inc.
GTX / Garrett Motion Inc.
PXD / Pioneer Natural Resources Company
ORI / Old Republic International Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
LBRDA / Liberty Broadband Corporation
INTU / Intuit Inc.
ADBE / Adobe Inc.
CHD / Church & Dwight Co., Inc.
NEM / Newmont Corporation
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
EOG / EOG Resources, Inc.
RWX / SPDR Index Shares Funds - SPDR Dow Jones International Real Estate ETF
RMR / The RMR Group Inc.
MMP / Magellan Midstream Partners L.P.
MMM / 3M Company
PFF / iShares Trust - iShares Preferred and Income Securities ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WDAY / Workday, Inc.
FWONK / Formula One Group
PRU / Prudential Financial, Inc.
MKC / McCormick & Company, Incorporated
WM / Waste Management, Inc.
FRC / First Republic Bank
IBM / International Business Machines Corporation
ED / Consolidated Edison, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
MSFT / Microsoft Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
HON / Honeywell International Inc.
A / Agilent Technologies, Inc.
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
HST / Host Hotels & Resorts, Inc.
BRK.B / Berkshire Hathaway Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BDX / Becton, Dickinson and Company
MS / Morgan Stanley
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
LMT / Lockheed Martin Corporation
UBER / Uber Technologies, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
ELV / Elevance Health, Inc.
META / Meta Platforms, Inc.
DELL / Dell Technologies Inc.
OKTA / Okta, Inc.
VTR / Ventas, Inc.
SO / The Southern Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
HPE / Hewlett Packard Enterprise Company
CRM / Salesforce, Inc.
WBA / Walgreens Boots Alliance, Inc.
DDXS / Diadexus, Inc.
ABBV / AbbVie Inc.
NVDA / NVIDIA Corporation
LOW / Lowe's Companies, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MU / Micron Technology, Inc.
AVA / Avista Corporation
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
TMO / Thermo Fisher Scientific Inc.
CVX / Chevron Corporation
ZTS / Zoetis Inc.
ESS / Essex Property Trust, Inc.
FNKO / Funko, Inc.
GIS / General Mills, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AXP / American Express Company
IP / International Paper Company
NSC / Norfolk Southern Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
WFC / Wells Fargo & Company
CMCSA / Comcast Corporation
GOOGL / Alphabet Inc.
QQQ / Invesco QQQ Trust, Series 1
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
NKE / NIKE, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SPY / SPDR S&P 500 ETF
COR / Cencora, Inc.
LH / Labcorp Holdings Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
BX / Blackstone Inc.
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
VZ / Verizon Communications Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TXN / Texas Instruments Incorporated
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
UPS / United Parcel Service, Inc.
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
PXF / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Developed Markets ex-U.S. ETF
CAH / Cardinal Health, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
IBB / iShares Trust - iShares Biotechnology ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
GD / General Dynamics Corporation
IWD / iShares Trust - iShares Russell 1000 Value ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
RY / Royal Bank of Canada
TROW / T. Rowe Price Group, Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MA / Mastercard Incorporated
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
PSA / Public Storage
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
COP / ConocoPhillips
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NFLX / Netflix, Inc.
AEP / American Electric Power Company, Inc.
UNP / Union Pacific Corporation
AAPL / Apple Inc.
COST / Costco Wholesale Corporation
CB / Chubb Limited