Market Value3,646,776,000
Total Holdings528
File Date2021-11-16
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
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Current
Shares
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ZION / Zions Bancorporation, National Association
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
XOM / Exxon Mobil Corporation
PCAR / PACCAR Inc
PSI / Invesco Exchange-Traded Fund Trust - Invesco Semiconductors ETF
CDW / CDW Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
CAG / Conagra Brands, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
NEM / Newmont Corporation
CSCO / Cisco Systems, Inc.
LHX / L3Harris Technologies, Inc.
CRWD / CrowdStrike Holdings, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
NXPI / NXP Semiconductors N.V.
PHYS / Sprott Physical Gold Trust
WPM / Wheaton Precious Metals Corp.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ADP / Automatic Data Processing, Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
GS / The Goldman Sachs Group, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CYRX / Cryoport, Inc.
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
ED / Consolidated Edison, Inc.
CDNS / Cadence Design Systems, Inc.
JCI / Johnson Controls International plc
SWK / Stanley Black & Decker, Inc.
GPN / Global Payments Inc.
NVCR / NovoCure Limited
VFH / Vanguard World Fund - Vanguard Financials ETF
DOW / Dow Inc.
SYK / Stryker Corporation
VRSK / Verisk Analytics, Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
HBI / Hanesbrands Inc.
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
ZEST / Ecoark Holdings Inc
QQQ / Invesco QQQ Trust, Series 1
FE / FirstEnergy Corp.
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
IOO / iShares Trust - iShares Global 100 ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
TMUS / T-Mobile US, Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
LULU / lululemon athletica inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
MTCH / Match Group, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
TSLA / Tesla, Inc.
AXP / American Express Company
DAL / Delta Air Lines, Inc.
NOC / Northrop Grumman Corporation
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
DOCU / DocuSign, Inc.
DUK / Duke Energy Corporation
VTR / Ventas, Inc.
INSG / Inseego Corp.
ABB / ABB Ltd. - ADR
MTD / Mettler-Toledo International Inc.
KHC / The Kraft Heinz Company
HBAN / Huntington Bancshares Incorporated
MUB / iShares Trust - iShares National Muni Bond ETF
HCA / HCA Healthcare, Inc.
WMB / The Williams Companies, Inc.
IT / Gartner, Inc.
TSN / Tyson Foods, Inc.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
DIS / The Walt Disney Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
DPZ / Domino's Pizza, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MSCI / MSCI Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
CBRE / CBRE Group, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
WEC / WEC Energy Group, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TFC / Truist Financial Corporation
ROK / Rockwell Automation, Inc.
DLR / Digital Realty Trust, Inc.
MA / Mastercard Incorporated
IWM / iShares Trust - iShares Russell 2000 ETF
FIS / Fidelity National Information Services, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
SBAC / SBA Communications Corporation
VZ / Verizon Communications Inc.
OSTK / Overstock.com Inc
SNPS / Synopsys, Inc.
CTAS / Cintas Corporation
LLY / Eli Lilly and Company
AMZN / Amazon.com, Inc.
CRM / Salesforce, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
ATCO / Atlas Corp.
LEA / Lear Corporation
CACC / Credit Acceptance Corporation
GM / General Motors Company
SSD / Simpson Manufacturing Co., Inc.
SHOP / Shopify Inc.
WFC / Wells Fargo & Company
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
WPC / W. P. Carey Inc.
PIE / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright Emerging Markets Momentum ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
TER / Teradyne, Inc.
LBRDA / Liberty Broadband Corporation
BCS / Barclays PLC - Depositary Receipt (Common Stock)
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ALL / The Allstate Corporation
TRMB / Trimble Inc.
VTRS / Viatris Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
INTC / Intel Corporation
QRVO / Qorvo, Inc.
FITB / Fifth Third Bancorp
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
MMM / 3M Company
T / AT&T Inc.
EQIX / Equinix, Inc.
BAM / Brookfield Asset Management Ltd.
TPL / Texas Pacific Land Corporation
MDGL / Madrigal Pharmaceuticals, Inc.
AMT / American Tower Corporation
LEG / Leggett & Platt, Incorporated
QCOM / QUALCOMM Incorporated
FISV / Fiserv, Inc.
VEEV / Veeva Systems Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
TEL / TE Connectivity plc
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
NFLX / Netflix, Inc.
MS / Morgan Stanley
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
ANSS / ANSYS, Inc.
PSX / Phillips 66
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IBB / iShares Trust - iShares Biotechnology ETF
CHD / Church & Dwight Co., Inc.
FFIV / F5, Inc.
HUM / Humana Inc.
UNH / UnitedHealth Group Incorporated
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GNRC / Generac Holdings Inc.
ICF / iShares Trust - iShares Select U.S. REIT ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
FDS / FactSet Research Systems Inc.
MCHP / Microchip Technology Incorporated
HALO / Halozyme Therapeutics, Inc.
ABBV / AbbVie Inc.
NEE / NextEra Energy, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
KEYS / Keysight Technologies, Inc.
PFE / Pfizer Inc.
F / Ford Motor Company
ADBE / Adobe Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
PSJ / Invesco Capital Management LLC - Invesco Dynamic Software ETF
CABO / Cable One, Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
VIOV / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF
GOOG / Alphabet Inc.
SNY / Sanofi - Depositary Receipt (Common Stock)
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
KMI / Kinder Morgan, Inc.
EWBC / East West Bancorp, Inc.
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
YUMC / Yum China Holdings, Inc.
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
DHF / BNY Mellon High Yield Strategies Fund
INTU / Intuit Inc.
WAL / Western Alliance Bancorporation
KMB / Kimberly-Clark Corporation
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
CVX / Chevron Corporation
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
GLPI / Gaming and Leisure Properties, Inc.
AJG / Arthur J. Gallagher & Co.
FMS / Fresenius Medical Care AG - Depositary Receipt (Common Stock)
SIVB / SVB Financial Group
CMCSA / Comcast Corporation
ABT / Abbott Laboratories
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
XT / iShares Trust - iShares Exponential Technologies ETF
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
INFY / Infosys Limited - Depositary Receipt (Common Stock)
ALTA / Altabancorp
TWLO / Twilio Inc.
META / Meta Platforms, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
SRE / Sempra
AB / AllianceBernstein Holding L.P. - Limited Partnership
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
NUS / Nu Skin Enterprises, Inc.
TTC / The Toro Company
CIM / Chimera Investment Corporation
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
ABNB / Airbnb, Inc.
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
HFC / HollyFrontier Corp
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
BMY / Bristol-Myers Squibb Company
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
HQY / HealthEquity, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
D / Dominion Energy, Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
STLD / Steel Dynamics, Inc.
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
NYMT / New York Mortgage Trust, Inc.
NET / Cloudflare, Inc.
PNQI / Invesco Exchange-Traded Fund Trust - Invesco NASDAQ Internet ETF
BSY / Bentley Systems, Incorporated
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
GBF / iShares Trust - iShares Government/Credit Bond ETF
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
LOW / Lowe's Companies, Inc.
CMP / Compass Minerals International, Inc.
VIOG / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF
HRL / Hormel Foods Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
TLRY / Tilray Brands, Inc.
TGT / Target Corporation
NTR / Nutrien Ltd.
ALTR / Altair Engineering Inc.
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
JPM / JPMorgan Chase & Co.
OMC / Omnicom Group Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SBUX / Starbucks Corporation
PRI / Primerica, Inc.
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
TRIL / Trillium Therapeutics Inc
KLAC / KLA Corporation
DHY / Credit Suisse High Yield Bond Fund, Inc.
ARE / Alexandria Real Estate Equities, Inc.
ROKU / Roku, Inc.
PKI / Revvity Inc.
TWTR / Twitter Inc
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
C / Citigroup Inc.
CSX / CSX Corporation
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
LAMR / Lamar Advertising Company
LUV / Southwest Airlines Co.
ATVI / Activision Blizzard Inc
LASR / nLIGHT, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
SJW / SJW Group
GPM / Guggenheim Enhanced Equity Income Fund
VHC / VirnetX Holding Corporation
ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
ROST / Ross Stores, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
C.WSA / Citigroup, Inc.
DJP / iPath Bloomberg Commodity Index Total Return ETN - Structured Product
COST / Costco Wholesale Corporation
MCK / McKesson Corporation
PNC / The PNC Financial Services Group, Inc.
GSAT / Globalstar, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MNMD / Mind Medicine (MindMed) Inc.
PYPL / PayPal Holdings, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
XNCR / Xencor, Inc.
ADM / Archer-Daniels-Midland Company
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
LRCX / Lam Research Corporation
MAR / Marriott International, Inc.
EVFM / Evofem Biosciences, Inc.
MRNA / Moderna, Inc.
CME / CME Group Inc.
ZNGA / Zynga Inc - Class A
DXCM / DexCom, Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
SEE / Sealed Air Corporation
GE / General Electric Company
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
O / Realty Income Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
DOV / Dover Corporation
SQ / Block, Inc.
ROP / Roper Technologies, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
NTAP / NetApp, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
IYW / iShares Trust - iShares U.S. Technology ETF
LMT / Lockheed Martin Corporation
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
FMC / FMC Corporation
BA / The Boeing Company
AME / AMETEK, Inc.
KKR / KKR & Co. Inc.
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IXN / iShares Trust - iShares Global Tech ETF
NSC / Norfolk Southern Corporation
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AMP / Ameriprise Financial, Inc.
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
IYY / iShares Trust - iShares Dow Jones U.S. ETF
COIN / Coinbase Global, Inc.
IAU / iShares Gold Trust
KO / The Coca-Cola Company
ISRG / Intuitive Surgical, Inc.
CAT / Caterpillar Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
SMAR / Smartsheet Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
GRMN / Garmin Ltd.
YUM / Yum! Brands, Inc.
CCI / Crown Castle Inc.
AVGO / Broadcom Inc.
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
EA / Electronic Arts Inc.
TJX / The TJX Companies, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
BX / Blackstone Inc.
GLD / SPDR Gold Trust
MET / MetLife, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
MO / Altria Group, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SLV / iShares Silver Trust
AMGN / Amgen Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
DHR / Danaher Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
BRK.B / Berkshire Hathaway Inc.
CVS / CVS Health Corporation
WBA / Walgreens Boots Alliance, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
CNQ / Canadian Natural Resources Limited
PTH / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Healthcare Momentum ETF
SIGI / Selective Insurance Group, Inc.
EFA / iShares Trust - iShares MSCI EAFE ETF
MRVL / Marvell Technology, Inc.
CL / Colgate-Palmolive Company
DFS / Discover Financial Services
AMD / Advanced Micro Devices, Inc.
APD / Air Products and Chemicals, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
SIRI / Sirius XM Holdings Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IWB / iShares Trust - iShares Russell 1000 ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
CI / The Cigna Group
ALLY / Ally Financial Inc.
CMI / Cummins Inc.
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
DGX / Quest Diagnostics Incorporated
IWR / iShares Trust - iShares Russell Mid-Cap ETF
ES / Eversource Energy
HPQ / HP Inc.
FCX / Freeport-McMoRan Inc.
AAPL / Apple Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
ECL / Ecolab Inc.
HPE / Hewlett Packard Enterprise Company
EIX / Edison International
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
ETN / Eaton Corporation plc
AMAT / Applied Materials, Inc.
UNP / Union Pacific Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
MU / Micron Technology, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
DHI / D.R. Horton, Inc.
SAP / SAP SE - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
PLD / Prologis, Inc.
DELL / Dell Technologies Inc.
SPY / SPDR S&P 500 ETF
LIN / Linde plc
ABC / Amerisource Bergen Corp.
NKE / NIKE, Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
MPC / Marathon Petroleum Corporation
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
GD / General Dynamics Corporation
UBSI / United Bankshares, Inc.
ACN / Accenture plc
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
IXJ / iShares Trust - iShares Global Healthcare ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TROW / T. Rowe Price Group, Inc.
CMG / Chipotle Mexican Grill, Inc.
GPC / Genuine Parts Company
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
CLX / The Clorox Company
DE / Deere & Company
DG / Dollar General Corporation
ICE / Intercontinental Exchange, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
BRO / Brown & Brown, Inc.
MBB / iShares Trust - iShares MBS ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SPGI / S&P Global Inc.
EMR / Emerson Electric Co.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
CTVA / Corteva, Inc.
HD / The Home Depot, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
GOOGL / Alphabet Inc.
SYY / Sysco Corporation
ZTS / Zoetis Inc.
MRK / Merck & Co., Inc.
UPS / United Parcel Service, Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
COP / ConocoPhillips
OXY / Occidental Petroleum Corporation
FDVV / Fidelity Covington Trust - Fidelity High Dividend ETF
BF.B / Brown-Forman Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TMO / Thermo Fisher Scientific Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
RUN / Sunrun Inc.
MKC / McCormick & Company, Incorporated
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
SO / The Southern Company
WCC / WESCO International, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
GWW / W.W. Grainger, Inc.
FAF / First American Financial Corporation
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
ORCL / Oracle Corporation
JNJ / Johnson & Johnson
MSFT / Microsoft Corporation
ENB / Enbridge Inc.
VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
HON / Honeywell International Inc.
RY / Royal Bank of Canada
PRU / Prudential Financial, Inc.
GLW / Corning Incorporated
VLO / Valero Energy Corporation
GILD / Gilead Sciences, Inc.
WM / Waste Management, Inc.
XEL / Xcel Energy Inc.
BLL / Ball Corp.
HSY / The Hershey Company
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MDLZ / Mondelez International, Inc.
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
EL / The Estée Lauder Companies Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CB / Chubb Limited
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
AAL / American Airlines Group Inc.
PM / Philip Morris International Inc.
BRK.A / Berkshire Hathaway Inc.
BAC / Bank of America Corporation
GIS / General Mills, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
MSI / Motorola Solutions, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
PPL / PPL Corporation
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
AON / Aon plc
RYH / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Health Care ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
WELL / Welltower Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
SCHW / The Charles Schwab Corporation
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
PINS / Pinterest, Inc.
V / Visa Inc.
FDX / FedEx Corporation
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
EW / Edwards Lifesciences Corporation
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
WMT / Walmart Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
PH / Parker-Hannifin Corporation
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
ADSK / Autodesk, Inc.
PG / The Procter & Gamble Company
PPG / PPG Industries, Inc.
CMF / iShares Trust - iShares California Muni Bond ETF
PEP / PepsiCo, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
DOW / Dow Inc.
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
MDT / Medtronic plc
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
RBLX / Roblox Corporation
HES / Hess Corporation
NVDA / NVIDIA Corporation
NOW / ServiceNow, Inc.
RMD / ResMed Inc.
BAX / Baxter International Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
TXN / Texas Instruments Incorporated
BDX / Becton, Dickinson and Company
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
IBM / International Business Machines Corporation
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
KTB / Kontoor Brands, Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
A / Agilent Technologies, Inc.
SHW / The Sherwin-Williams Company
USB / U.S. Bancorp
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund