VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
SO / The Southern Company
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
US912833PC81 / U.S. Treasury STRIPS Bonds
|
|
|
|
|
|
|
|
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
|
|
|
|
|
|
|
|
SCHWAB TREASURY OBLIG MONEY INV
/ SNOXX (808515621) |
|
|
|
|
|
|
|
BankUnited
/ 1BNKUN (066902925) |
|
|
|
|
|
|
|
U.S. TREASURY BOND STRIPPED PRINCIPAL PAYMENT
/ 912803BP (912803BP7) |
|
|
|
|
|
|
|
NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
QQQE / Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares
|
|
|
|
|
|
|
|
VIRTUS ZEVENBERGEN TECHN
/ DRGTX (92837Q843) |
|
|
|
|
|
|
|
SCHWAB US TREASURY MONEY
/ SNSXX (808515548) |
|
|
|
|
|
|
|
SCHWAB US TREASURY MONEY
/ SUTXX (808515472) |
|
|
|
|
|
|
|
SCHWAB MUNICIPAL MONEY I
/ SWTXX (808508105) |
|
|
|
|
|
|
|
American Express National Bank
/ AMENB (025903972) |
|
|
|
|
|
|
|
Citibank
/ CITIB (172901936) |
|
|
|
|
|
|
|
Goldman Sachs Bank USA
/ GSBIS (380902932) |
|
|
|
|
|
|
|
Raymond James Bank
/ RJBNI (754904936) |
|
|
|
|
|
|
|
AVE MARIA BOND FUND N/L
/ AVEFX (808530505) |
|
|
|
|
|
|
|
TriState Capital Bank
/ 1TRSTT (895902989) |
|
|
|
|
|
|
|
US Bank
/ 1USBKL (902902949) |
|
|
|
|
|
|
|
INVESCO PREMIER PORTFOLIO INSTL CL M/M
/ IPPXX (00142W868) |
|
|
|
|
|
|
|
FIMM TREASURY PORTFOLIO MONEY MARKET INSTL CL M/M
/ FRBXX (31607A885) |
|
|
|
|
|
|
|
UNITED STATES TREASURY BILLS
/ 912797MZ (912797MZ7) |
|
|
|
|
|
|
|
CGSD / Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF
|
|
|
|
|
|
|
|
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
US9219098186 / Vanguard Total International Stock Market Index Fund Admiral Shares
|
|
|
|
|
|
|
|
PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
|
|
|
|
|
|
|
|
US91282CJD48 / U.S. Treasury Floating Rate Notes
|
|
|
|
|
|
|
|
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
|
|
VGHAX / Vanguard Specialized Funds - Vanguard Health Care Fund Admiral Class
|
|
|
|
|
|
|
|
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
|
|
|
|
|
|
|
CGMU / Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF
|
|
|
|
|
|
|
|
DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
CGMS / Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF
|
|
|
|
|
|
|
|
INCCX / James Alpha Funds Trust - Easterly Hedged High Inc Fd USD Cls C
|
|
|
|
|
|
|
|
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
|
|
|
|
|
|
|
|
QBTS / D-Wave Quantum Inc.
|
|
|
|
|
|
|
|
CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
HCMC / Healthier Choices Management Corp.
|
|
|
|
|
|
|
|
LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
|
|
|
REET / iShares Trust - iShares Global REIT ETF
|
|
|
|
|
|
|
|
SNV / Synovus Financial Corp.
|
|
|
|
|
|
|
|
PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
|
|
|
|
|
|
|
|
LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
AMLP / ALPS ETF Trust - Alerian MLP ETF
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
AJG / Arthur J. Gallagher & Co.
|
|
|
|
|
|
|
|
GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
|
|
|
|
|
|
|
|
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
GPN / Global Payments Inc.
|
|
|
|
|
|
|
|
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
|
|
|
|
|
|
|
|
JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
ACWI / iShares Trust - iShares MSCI ACWI ETF
|
|
|
|
|
|
|
|
MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
LDRC / iShares Trust - iShares iBonds 1-5 Year Corporate Ladder ETF
|
|
|
|
|
|
|
|
AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
GPC / Genuine Parts Company
|
|
|
|
|
|
|
|
HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
|
|
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
|
|
|
|
|
|
|
|
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
US31607A8027 / FIDELITY INVESTMENTS TREASURY ONLY PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
|
|
HACAX / Harbor Funds - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
|
|
CVX / Chevron Corporation
|
|
|
|
|
|
|
|
VSMAX / Vanguard Index Funds - Vanguard Small Cap Index Fund Admiral
|
|
|
|
|
|
|
|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
CYDY / CytoDyn Inc.
|
|
|
|
|
|
|
|
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
VEIRX / Vanguard Fenway Funds - Vanguard Equity Income Fund Admiral Class
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
V / Visa Inc.
|
|
|
|
|
|
|
|
IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
AXP / American Express Company
|
|
|
|
|
|
|
|
US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
CGUI / Capital Group Fixed Income ETF Trust - Capital Group Ultra Short Income ETF
|
|
|
|
|
|
|
|
T / AT&T Inc.
|
|
|
|
|
|
|
|
TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
US4138387232 / Oakmark International Fund
|
|
|
|
|
|
|
|
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
|
|
|
|
BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
|
|
|
|
|
|
|
GGOAX / Goldman Sachs Trust - Goldman Sachs Growth Opportunities Fund USD Cls A
|
|
|
|
|
|
|
|
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
|
|
|
|
|
|
|
|
US9229078780 / Vanguard Intermediate-Term Tax-Exempt Fund
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
BSAXX / GOVERNMENT MONEY MARKET FUND
|
|
|
|
|
|
|
|
TBLL / Invesco Exchange-Traded Fund Trust II - Invesco Short Term Treasury ETF
|
|
|
|
|
|
|
|
AGEFX / FRANKLIN HIGH INCOME FUND
|
|
|
|
|
|
|
|
KRFG / King Resources, Inc.
|
|
|
|
|
|
|
|
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
BRO / Brown & Brown, Inc.
|
|
|
|
|
|
|
|
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
AAPL / Apple Inc.
|
|
|
|
|
|
|
|
TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|