Market Value47,515,786,767
Total Holdings442
File Date2025-02-12
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)
HD / The Home Depot, Inc.
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
IBM / International Business Machines Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
XITK / SPDR Series Trust - SPDR FactSet Innovative Technology ETF
APH / Amphenol Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TRV / The Travelers Companies, Inc.
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CAT / Caterpillar Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
CSM / ProShares Trust - ProShares Large Cap Core Plus
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
GS / The Goldman Sachs Group, Inc.
QCOM / QUALCOMM Incorporated
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
URA / Global X Funds - Global X Uranium ETF
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
PCAR / PACCAR Inc
NEA / Nuveen AMT-Free Quality Municipal Income Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
CARR / Carrier Global Corporation
IBTL / iShares Trust - iShares iBonds Dec 2031 Term Treasury ETF
AMGN / Amgen Inc.
SPBO / SPDR Series Trust - SPDR Portfolio Corporate Bond ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MBB / iShares Trust - iShares MBS ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
HIG / The Hartford Insurance Group, Inc.
STCE / Schwab Strategic Trust - Schwab Crypto Thematic ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
AVMU / American Century Etf Trust - Advantis International Small Cap Value Etf
UNH / UnitedHealth Group Incorporated
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PYPL / PayPal Holdings, Inc.
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
TIP / iShares Trust - iShares TIPS Bond ETF
PTY / PIMCO Corporate & Income Opportunity Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
AVRE / American Century ETF Trust - Avantis Real Estate ETF
INTC / Intel Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
SPOT / Spotify Technology S.A.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
PEP / PepsiCo, Inc.
LOW / Lowe's Companies, Inc.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AWK / American Water Works Company, Inc.
URTH / iShares, Inc. - iShares MSCI World ETF
VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
UPS / United Parcel Service, Inc.
DELL / Dell Technologies Inc.
IPAY / Amplify ETF Trust - Amplify Digital Payments ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
PFE / Pfizer Inc.
CRM / Salesforce, Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
MS / Morgan Stanley
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
CL / Colgate-Palmolive Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
DNP / DNP Select Income Fund Inc.
MMM / 3M Company
WTW / Willis Towers Watson Public Limited Company
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
LVHD / Legg Mason ETF Investment Trust - Franklin U.S. Low Volatility High Dividend Index ETF
ARTY / iShares Trust - iShares Future AI & Tech ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
JNJ / Johnson & Johnson
BLCN / Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NVG / Nuveen AMT-Free Municipal Credit Income Fund
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
LLY / Eli Lilly and Company
DIA / SPDR Dow Jones Industrial Average ETF Trust
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
GTO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Total Return Bond ETF
ABBV / AbbVie Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
TT / Trane Technologies plc
ETN / Eaton Corporation plc
MDY / SPDR S&P MidCap 400 ETF Trust
MSFT / Microsoft Corporation
CSCO / Cisco Systems, Inc.
DVA / DaVita Inc.
CMCSA / Comcast Corporation
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
ADP / Automatic Data Processing, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
LEGR / First Trust Exchange-Traded Fund VI - First Trust Indxx Innovative Transaction & Process ETF
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
NOW / ServiceNow, Inc.
ADBE / Adobe Inc.
USSG / DBX ETF Trust - Xtrackers MSCI USA Selection Equity ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
BRK.B / Berkshire Hathaway Inc.
AVGO / Broadcom Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
CVS / CVS Health Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
IAU / iShares Gold Trust
IWV / iShares Trust - iShares Russell 3000 ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
ONON / On Holding AG
IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
QLD / ProShares Trust - ProShares Ultra QQQ
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
MCD / McDonald's Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
XOM / Exxon Mobil Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
JPM / JPMorgan Chase & Co.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
XSVN / BondBloxx ETF Trust - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
GNMA / iShares Trust - iShares GNMA Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF
GLD / SPDR Gold Trust
AMZN / Amazon.com, Inc.
SBUX / Starbucks Corporation
WMT / Walmart Inc.
NKE / NIKE, Inc.
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
COIN / Coinbase Global, Inc.
TSLA / Tesla, Inc.
MRK / Merck & Co., Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
AMD / Advanced Micro Devices, Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
SPY / SPDR S&P 500 ETF
NFLX / Netflix, Inc.
DIS / The Walt Disney Company
RTX / RTX Corporation
COST / Costco Wholesale Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
CRWD / CrowdStrike Holdings, Inc.
DE / Deere & Company
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
F / Ford Motor Company
DVY / iShares Trust - iShares Select Dividend ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
TKR / The Timken Company
ODFL / Old Dominion Freight Line, Inc.
FBIN / Fortune Brands Innovations, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
FUL / H.B. Fuller Company
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
IDV / iShares Trust - iShares International Select Dividend ETF
C / Citigroup Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
AXON / Axon Enterprise, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
META / Meta Platforms, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
NVDA / NVIDIA Corporation
WFC / Wells Fargo & Company
FNF / Fidelity National Financial, Inc.
ROK / Rockwell Automation, Inc.
TJX / The TJX Companies, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
CII / BlackRock Enhanced Large Cap Core Fund, Inc.
ETHE / Grayscale Ethereum Trust
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
GE / General Electric Company
OVV / Ovintiv Inc.
MA / Mastercard Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
GEV / GE Vernova Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
NEE / NextEra Energy, Inc.
UNP / Union Pacific Corporation
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
T / AT&T Inc.
KMI / Kinder Morgan, Inc.
DFS / Discover Financial Services
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DUK / Duke Energy Corporation
MSTR / Strategy Inc
MMC / Marsh & McLennan Companies, Inc.
ABT / Abbott Laboratories
DINO / HF Sinclair Corporation
IBTM / iShares Trust - iShares iBonds Dec 2032 Term Treasury ETF
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
BAC / Bank of America Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
MUB / iShares Trust - iShares National Muni Bond ETF
AXP / American Express Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CTXR / Citius Pharmaceuticals, Inc.
IIPR / Innovative Industrial Properties, Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
IBTE / iShares Trust - iShares iBonds Dec 2024 Term Treasury ETF
PH / Parker-Hannifin Corporation
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
AGZ / iShares Trust - iShares Agency Bond ETF
TELL / Tellurian Inc.
ASB / Associated Banc-Corp
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
PTN / Palatin Technologies, Inc.
ELV / Elevance Health, Inc.
ADTN / ADTRAN Holdings, Inc.
IBIT / iShares Bitcoin Trust ETF
CACI / CACI International Inc
ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
CRS / Carpenter Technology Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
MET / MetLife, Inc.
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
QQQ / Invesco QQQ Trust, Series 1
XT / iShares Trust - iShares Exponential Technologies ETF
NOC / Northrop Grumman Corporation
MPC / Marathon Petroleum Corporation
NYF / iShares Trust - iShares New York Muni Bond ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
CEG / Constellation Energy Corporation
TEL / TE Connectivity plc
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
RY / Royal Bank of Canada
XPL / Solitario Resources Corp.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
DRI / Darden Restaurants, Inc.
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
VSAT / Viasat, Inc.
ASTE / Astec Industries, Inc.
VZ / Verizon Communications Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
PLTR / Palantir Technologies Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
AAPL / Apple Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BKCH / Global X Funds - Global X Blockchain ETF
XTWO / BondBloxx ETF Trust - BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
DDM / ProShares Trust - ProShares Ultra Dow30
MO / Altria Group, Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
KMB / Kimberly-Clark Corporation
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
BR / Broadridge Financial Solutions, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
TUA / Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
GOOGL / Alphabet Inc.
BK / The Bank of New York Mellon Corporation
MDLZ / Mondelez International, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
OTTR / Otter Tail Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
CCL / Carnival Corporation & plc
GBCI / Glacier Bancorp, Inc.
PARA / Paramount Global
HUBB / Hubbell Incorporated
OEF / iShares Trust - iShares S&P 100 ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SLB / Schlumberger Limited
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CTAS / Cintas Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
V / Visa Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
YUM / Yum! Brands, Inc.
HON / Honeywell International Inc.
ANET / Arista Networks Inc
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
VCRB / Vanguard Core Bond Fund
SON / Sonoco Products Company
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
TRN / Trinity Industries, Inc.
BITO / ProShares Trust - ProShares Bitcoin ETF
IYW / iShares Trust - iShares U.S. Technology ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
AMCR / Amcor plc
TMO / Thermo Fisher Scientific Inc.
GOOG / Alphabet Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PAG / Penske Automotive Group, Inc.
LMT / Lockheed Martin Corporation
SYK / Stryker Corporation
ACN / Accenture plc
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
CVMC / Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
PG / The Procter & Gamble Company
ORCL / Oracle Corporation
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
USB / U.S. Bancorp
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
IWM / iShares Trust - iShares Russell 2000 ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
GD / General Dynamics Corporation
DD / DuPont de Nemours, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
KO / The Coca-Cola Company
BA / The Boeing Company
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
CVX / Chevron Corporation
EME / EMCOR Group, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
MDU / MDU Resources Group, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
ECL / Ecolab Inc.
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BX / Blackstone Inc.
IOT / Samsara Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VKI / Invesco Advantage Municipal Income Trust II
PM / Philip Morris International Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
CAVA / CAVA Group, Inc.
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GRFS / Grifols, S.A. - Depositary Receipt (Common Stock)
ALL / The Allstate Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
CVIE / Morgan Stanley ETF Trust - Calvert International Responsible Index ETF
GGG / Graco Inc.
JWN / Nordstrom, Inc.
VKQ / Invesco Municipal Trust
ORLY / O'Reilly Automotive, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
AJG / Arthur J. Gallagher & Co.
DHR / Danaher Corporation
DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
AMT / American Tower Corporation
FDNI / First Trust Exchange-Traded Fund II - First Trust Dow Jones International Internet ETF
KNF / Knife River Corporation
EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
VLY / Valley National Bancorp
SHEN / Shenandoah Telecommunications Company