ABT / Abbott Laboratories
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HD / The Home Depot, Inc.
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STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
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EW / Edwards Lifesciences Corporation
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ES / Eversource Energy
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AXP / American Express Company
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SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF Call
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TSLA / Tesla, Inc.
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TMUS / T-Mobile US, Inc.
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SDY / SPDR Series Trust - SPDR S&P Dividend ETF
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AMD / Advanced Micro Devices, Inc. Call
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AMD / Advanced Micro Devices, Inc.
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TXN / Texas Instruments Incorporated
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IWO / iShares Trust - iShares Russell 2000 Growth ETF
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MA / Mastercard Incorporated Call
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DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
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TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
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ADI / Analog Devices, Inc. Put
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LMT / Lockheed Martin Corporation
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AAPL / Apple Inc.
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AAPL / Apple Inc. Call
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AAPL / Apple Inc. Put
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CSCO / Cisco Systems, Inc.
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SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
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SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
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ELS / Equity LifeStyle Properties, Inc.
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GOOG / Alphabet Inc.
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DIA / SPDR Dow Jones Industrial Average ETF Trust
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DGRO / iShares Trust - iShares Core Dividend Growth ETF
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DUK / Duke Energy Corporation
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IBM / International Business Machines Corporation
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VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
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ILCV / iShares Trust - iShares Morningstar Value ETF
|
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BAC / Bank of America Corporation
|
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ROST / Ross Stores, Inc.
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NEE / NextEra Energy, Inc.
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AMAT / Applied Materials, Inc.
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EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
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DIS / The Walt Disney Company
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IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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WFC / Wells Fargo & Company
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SBUX / Starbucks Corporation
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PG / The Procter & Gamble Company
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CSW / CSW Industrials, Inc.
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ORCL / Oracle Corporation
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VZ / Verizon Communications Inc.
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AVGO / Broadcom Inc.
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AVGO / Broadcom Inc. Put
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T / AT&T Inc.
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WMT / Walmart Inc. Call
|
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IYZ / iShares Trust - iShares U.S. Telecommunications ETF
|
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DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
|
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SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
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UBFO / United Security Bancshares
|
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LLY / Eli Lilly and Company
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AMZN / Amazon.com, Inc.
|
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IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
|
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MGC / Vanguard World Fund - Vanguard Mega Cap ETF
|
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VRTX / Vertex Pharmaceuticals Incorporated
|
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LIT / Global X Funds - Global X Lithium & Battery Tech ETF
|
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VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
|
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EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
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QCOM / QUALCOMM Incorporated
|
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GLW / Corning Incorporated
|
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CVX / Chevron Corporation
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META / Meta Platforms, Inc.
|
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SCHW / The Charles Schwab Corporation
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IHI / iShares Trust - iShares U.S. Medical Devices ETF
|
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CMF / iShares Trust - iShares California Muni Bond ETF
|
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VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
|
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FTV / Fortive Corporation
|
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DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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TRV / The Travelers Companies, Inc.
|
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IRM / Iron Mountain Incorporated Call
|
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PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
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JPM / JPMorgan Chase & Co.
|
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JPM / JPMorgan Chase & Co. Call
|
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GBF / iShares Trust - iShares Government/Credit Bond ETF
|
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BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
|
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SPGI / S&P Global Inc.
|
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SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
|
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BA / The Boeing Company
|
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AFL / Aflac Incorporated
|
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COP / ConocoPhillips
|
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XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
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|
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SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
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|
SPY / SPDR S&P 500 ETF Call
|
|
|
|
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|
CRM / Salesforce, Inc.
|
|
|
|
|
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|
COST / Costco Wholesale Corporation Call
|
|
|
|
|
|
|
|
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
|
|
ZTS / Zoetis Inc.
|
|
|
|
|
|
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|
VHT / Vanguard World Fund - Vanguard Health Care ETF
|
|
|
|
|
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|
|
SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
META / Meta Platforms, Inc. Call
|
|
|
|
|
|
|
|
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
|
|
|
|
|
|
|
|
AMZN / Amazon.com, Inc. Call
|
|
|
|
|
|
|
|
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund Call
|
|
|
|
|
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|
|
KMB / Kimberly-Clark Corporation
|
|
|
|
|
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|
|
MUC / BlackRock MuniHoldings California Quality Fund, Inc.
|
|
|
|
|
|
|
|
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
NVDA / NVIDIA Corporation
|
|
|
|
|
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|
BX / Blackstone Inc. Call
|
|
|
|
|
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|
|
NVDA / NVIDIA Corporation Call
|
|
|
|
|
|
|
|
ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation Call
|
|
|
|
|
|
|
|
EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
WM / Waste Management, Inc. Call
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
GOOGL / Alphabet Inc. Call
|
|
|
|
|
|
|
|
CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
BX / Blackstone Inc.
|
|
|
|
|
|
|
|
CTAS / Cintas Corporation
|
|
|
|
|
|
|
|
HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
COF / Capital One Financial Corporation
|
|
|
|
|
|
|
|
CMI / Cummins Inc.
|
|
|
|
|
|
|
|
PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
PIPR / Piper Sandler Companies
|
|
|
|
|
|
|
|
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
|
|
|
|
|
|
|
|
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
|
|
|
|
|
|
|
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
ECL / Ecolab Inc.
|
|
|
|
|
|
|
|
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
ORI / Old Republic International Corporation
|
|
|
|
|
|
|
|
DHR / Danaher Corporation
|
|
|
|
|
|
|
|
TCHP / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
|
|
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
|
|
|
|
|
|
|
|
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
V / Visa Inc.
|
|
|
|
|
|
|
|
CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
PLTR / Palantir Technologies Inc.
|
|
|
|
|
|
|
|
INTC / Intel Corporation
|
|
|
|
|
|
|
|
V / Visa Inc. Call
|
|
|
|
|
|
|
|
WMT / Walmart Inc.
|
|
|
|
|
|
|
|
DRIV / Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
|
|
LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
|
|
KIND / Nextdoor Holdings, Inc.
|
|
|
|
|
|
|
|
IYY / iShares Trust - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
|
|
XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
CALB / California BanCorp
|
|
|
|
|
|
|
|
KLAC / KLA Corporation
|
|
|
|
|
|
|
|
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
|
|
|
|
|
|
|
|
LQDH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF
|
|
|
|
|
|
|
|
BCAL / California BanCorp.
|
|
|
|
|
|
|
|
FLOT / iShares Trust - iShares Floating Rate Bond ETF
|
|
|
|
|
|
|
|
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
IRM / Iron Mountain Incorporated
|
|
|
|
|
|
|
|
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
|
|
|
|
|
|
|
|
UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
|
|
|
|
|
|
|
|
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
|
|
|
|
|
|
|
|
JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
|
|
|
|
|
|
|
|
XT / iShares Trust - iShares Exponential Technologies ETF
|
|
|
|
|
|
|
|
RTX / RTX Corporation
|
|
|
|
|
|
|
|
IXP / iShares Trust - iShares Global Comm Services ETF
|
|
|
|
|
|
|
|
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
|
|
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
|
|
|
|
|
|
|
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
|
|
|
|
|
|
|
|
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
|
|
|
|
|
|
|
|
EFA / iShares Trust - iShares MSCI EAFE ETF Call
|
|
|
|
|
|
|
|
ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
MPC / Marathon Petroleum Corporation
|
|
|
|
|
|
|
|
SO / The Southern Company
|
|
|
|
|
|
|
|
MS / Morgan Stanley
|
|
|
|
|
|
|
|
PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
ORLY / O'Reilly Automotive, Inc.
|
|
|
|
|
|
|
|
ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
SYK / Stryker Corporation
|
|
|
|
|
|
|
|
IGBH / iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
HDV / iShares Trust - iShares Core High Dividend ETF
|
|
|
|
|
|
|
|
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
|
|
MCK / McKesson Corporation
|
|
|
|
|
|
|
|
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
IGM / iShares Trust - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
|
|
NICE / NICE Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
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BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
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RPM / RPM International Inc.
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TMO / Thermo Fisher Scientific Inc.
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VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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YUM / Yum! Brands, Inc.
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PWZ / Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF
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IWF / iShares Trust - iShares Russell 1000 Growth ETF
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FM / iShares, Inc. - iShares Frontier and Select EM ETF
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IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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IDV / iShares Trust - iShares International Select Dividend ETF
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NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
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BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
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ANSS / ANSYS, Inc.
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SHV / iShares Trust - iShares Short Treasury Bond ETF
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SCHF / Schwab Strategic Trust - Schwab International Equity ETF
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ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
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AMT / American Tower Corporation
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IWB / iShares Trust - iShares Russell 1000 ETF
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SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
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IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
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SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
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IDU / iShares Trust - iShares U.S. Utilities ETF
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PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
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MRK / Merck & Co., Inc.
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BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
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STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
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NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
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ICE / Intercontinental Exchange, Inc.
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ILCG / iShares Trust - iShares Morningstar Growth ETF
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AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
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VUG / Vanguard Index Funds - Vanguard Growth ETF
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IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
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ADI / Analog Devices, Inc.
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VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
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