SCHB Schwab US Broad Market ETF | $63,884,867 | $299,389 ▲ | 0.5% | 1,046,435 | 26.4% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $20,720,562 | $2,008,776 ▲ | 10.7% | 357,498 | 8.6% | ETF |
MUB iShares National Muni Bond ETF | $20,139,412 | $2,722,822 ▲ | 15.6% | 187,169 | 8.3% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $18,079,900 | $479,525 ▲ | 2.7% | 360,373 | 7.5% | ETF |
SCHC Schwab International Small-Cap Equity ETF | $14,478,355 | $1,033,296 ▲ | 7.7% | 404,423 | 6.0% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $12,326,367 | $7,750,214 ▲ | 169.4% | 131,537 | 5.1% | ETF |
SPY SPDR S&P 500 ETF Trust | $11,975,433 | $271,468 ▼ | -2.2% | 22,895 | 4.9% | Finance |
SUB iShares Short-Term National Muni Bond ETF | $9,733,230 | $992,112 ▲ | 11.3% | 92,936 | 4.0% | ETF |
SCHR Schwab Intermediate-Term U.S. Treasury ETF | $9,232,460 | $213,123 ▲ | 2.4% | 188,225 | 3.8% | ETF |
REET iShares Global REIT ETF | $8,263,298 | $375,470 ▲ | 4.8% | 348,957 | 3.4% | ETF |
BNDX Vanguard Total International Bond ETF | $5,027,773 | $674,102 ▲ | 15.5% | 102,211 | 2.1% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4,994,777 | $1,493,144 ▲ | 42.6% | 62,039 | 2.1% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,395,830 | $391,033 ▲ | 13.0% | 43,925 | 1.4% | ETF |
SLYV SPDR S&P 600 Small CapValue ETF | $3,140,415 | $7,008,560 ▼ | -69.1% | 37,850 | 1.3% | ETF |
EFA iShares MSCI EAFE ETF | $3,075,409 | $34,100 ▼ | -1.1% | 38,510 | 1.3% | Finance |
HDV iShares Core High Dividend ETF | $3,019,355 | $172,371 ▼ | -5.4% | 27,396 | 1.2% | ETF |
IEFA iShares Core MSCI EAFE ETF | $2,613,732 | $62,567 ▼ | -2.3% | 35,216 | 1.1% | ETF |
VB Vanguard Small-Cap ETF | $1,970,217 | $43,889 ▼ | -2.2% | 8,619 | 0.8% | ETF |
AAPL Apple | $1,528,720 | $490,425 ▼ | -24.3% | 8,915 | 0.6% | Computer and Technology |
VWO Vanguard FTSE Emerging Markets ETF | $1,524,020 | $386,581 ▼ | -20.2% | 36,486 | 0.6% | ETF |
VSS Vanguard FTSE All-World ex-US Small-Cap ETF | $1,438,768 | $472,151 ▼ | -24.7% | 12,314 | 0.6% | ETF |
QQQ Invesco QQQ | $1,423,826 | $13,319 ▲ | 0.9% | 3,207 | 0.6% | Finance |
AVGO Broadcom | $1,276,370 | $110,009 ▲ | 9.4% | 963 | 0.5% | Computer and Technology |
VTI Vanguard Total Stock Market ETF | $1,215,812 | | 0.0% | 4,678 | 0.5% | ETF |
IWM iShares Russell 2000 ETF | $998,084 | $108,305 ▼ | -9.8% | 4,746 | 0.4% | Finance |
ESGU iShares ESG Aware MSCI USA ETF | $980,724 | $18,853 ▼ | -1.9% | 8,531 | 0.4% | Manufacturing |
VXUS Vanguard Total International Stock ETF | $795,478 | $1,688 ▲ | 0.2% | 13,192 | 0.3% | ETF |
MSFT Microsoft | $794,268 | $187,629 ▼ | -19.1% | 1,888 | 0.3% | Computer and Technology |
AOR iShares Core Growth Allocation ETF | $702,611 | $16,924 ▼ | -2.4% | 12,621 | 0.3% | ETF |
APD Air Products and Chemicals | $700,887 | $167,893 ▼ | -19.3% | 2,893 | 0.3% | Basic Materials |
VOT Vanguard Mid-Cap Growth ETF | $627,909 | $1,179 ▼ | -0.2% | 2,663 | 0.3% | ETF |
ESGD iShares ESG Aware MSCI EAFE ETF | $560,009 | $9,589 ▲ | 1.7% | 7,008 | 0.2% | Manufacturing |
IJH iShares Core S&P Mid-Cap ETF | $515,683 | $412,364 ▲ | 399.1% | 8,490 | 0.2% | ETF |
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | $462,340 | $42,782 ▼ | -8.5% | 8,170 | 0.2% | ETF |
CAPL CrossAmerica Partners | $457,988 | $3,646 ▼ | -0.8% | 20,096 | 0.2% | Oils/Energy |
BAC Bank of America | $445,219 | $8,456 ▲ | 1.9% | 11,741 | 0.2% | Finance |
BRK.B Berkshire Hathaway | $379,730 | $84,525 ▼ | -18.2% | 903 | 0.2% | Finance |
STIP iShares 0-5 Year TIPS Bond ETF | $364,709 | $2,527,708 ▼ | -87.4% | 3,668 | 0.2% | ETF |
IEI iShares 3-7 Year Treasury Bond ETF | $349,167 | $97,975 ▲ | 39.0% | 3,015 | 0.1% | ETF |
MCD McDonald's | $310,278 | $27,925 ▼ | -8.3% | 1,100 | 0.1% | Retail/Wholesale |
IJS iShares S&P Small-Cap 600 Value ETF | $301,292 | $156,606 ▼ | -34.2% | 2,932 | 0.1% | ETF |
NVDA NVIDIA | $279,214 | $80,421 ▼ | -22.4% | 309 | 0.1% | Computer and Technology |
FTGC First Trust Global Tactical Commodity Strategy Fund | $266,613 | $100,763 ▼ | -27.4% | 11,240 | 0.1% | Manufacturing |
VNQ Vanguard Real Estate ETF | $256,240 | $40,905 ▼ | -13.8% | 2,963 | 0.1% | ETF |
SCHX Schwab US Large-Cap ETF | $255,191 | | 0.0% | 4,112 | 0.1% | ETF |
ESML iShares ESG Aware MSCI USA Small-Cap ETF | $251,607 | $4,631 ▲ | 1.9% | 6,248 | 0.1% | ETF |
SCHF Schwab International Equity ETF | $241,300 | $624 ▼ | -0.3% | 6,184 | 0.1% | ETF |
IWF iShares Russell 1000 Growth ETF | $238,815 | | 0.0% | 709 | 0.1% | ETF |
ESGE iShares ESG Aware MSCI EM ETF | $226,061 | $11,345 ▲ | 5.3% | 7,014 | 0.1% | Manufacturing |
QCOM QUALCOMM | $202,144 | | 0.0% | 1,194 | 0.1% | Computer and Technology |
IVOG Vanguard S&P Mid-Cap 400 Growth ETF | $198,538 | | 0.0% | 1,750 | 0.1% | ETF |
SCHG Schwab U.S. Large-Cap Growth ETF | $197,957 | | 0.0% | 2,135 | 0.1% | ETF |
AMGN Amgen | $194,191 | $569 ▼ | -0.3% | 683 | 0.1% | Medical |
MAR Marriott International | $191,503 | | 0.0% | 759 | 0.1% | Consumer Discretionary |
AVRE Avantis Real Estate ETF | $189,987 | $113,933 ▼ | -37.5% | 4,494 | 0.1% | ETF |
IVV iShares Core S&P 500 ETF | $174,017 | $37,853 ▲ | 27.8% | 331 | 0.1% | ETF |
NOC Northrop Grumman | $161,890 | $1,437 ▼ | -0.9% | 338 | 0.1% | Aerospace |
DIS Walt Disney | $157,722 | $38,054 ▼ | -19.4% | 1,289 | 0.1% | Consumer Discretionary |
ACWX iShares MSCI ACWI ex U.S. ETF | $149,278 | $36,252 ▼ | -19.5% | 2,796 | 0.1% | Manufacturing |
DLS WisdomTree International SmallCap Dividend Fund | $127,355 | $3,065 ▼ | -2.4% | 1,953 | 0.1% | Finance |
CMA Comerica | $126,422 | | 0.0% | 2,299 | 0.1% | Finance |
UNP Union Pacific | $123,384 | | 0.0% | 502 | 0.1% | Transportation |
PAYX Paychex | $122,800 | | 0.0% | 1,000 | 0.1% | Business Services |
XOM Exxon Mobil | $121,152 | $84,644 ▼ | -41.1% | 1,042 | 0.1% | Oils/Energy |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | $116,927 | | 0.0% | 1,040 | 0.0% | ETF |
IJR iShares Core S&P Small-Cap ETF | $107,204 | $6,189 ▼ | -5.5% | 970 | 0.0% | ETF |
CAT Caterpillar | $106,265 | | 0.0% | 290 | 0.0% | Industrial Products |
NKE NIKE | $103,754 | | 0.0% | 1,104 | 0.0% | Consumer Discretionary |
BGRN iShares USD Green Bond ETF | $99,360 | $23,117 ▲ | 30.3% | 2,119 | 0.0% | Manufacturing |
SUSC iShares ESG Aware USD Corporate Bond ETF | $98,696 | $35,864 ▲ | 57.1% | 4,293 | 0.0% | Manufacturing |
RTX RTX | $95,643 | $3,607 ▼ | -3.6% | 981 | 0.0% | Aerospace |
AWK American Water Works | $85,547 | | 0.0% | 700 | 0.0% | Utilities |
SQ Block | $84,580 | | 0.0% | 1,000 | 0.0% | Business Services |
VXF Vanguard Extended Market ETF | $83,429 | | 0.0% | 476 | 0.0% | ETF |
PFE Pfizer | $79,214 | $805 ▼ | -1.0% | 2,855 | 0.0% | Medical |
SCHM Schwab U.S. Mid-Cap ETF | $78,173 | | 0.0% | 960 | 0.0% | ETF |
IUSV iShares Core S&P U.S. Value ETF | $71,448 | | 0.0% | 790 | 0.0% | Manufacturing |
AMP Ameriprise Financial | $69,712 | | 0.0% | 159 | 0.0% | Finance |
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $66,561 | $3,182 ▲ | 5.0% | 2,719 | 0.0% | Manufacturing |
NEE NextEra Energy | $64,933 | $1,406 ▼ | -2.1% | 1,016 | 0.0% | Utilities |
GLD SPDR Gold Shares | $62,745 | $5,554 ▼ | -8.1% | 305 | 0.0% | Finance |
AMZN Amazon.com | $60,247 | $61,329 ▼ | -50.4% | 334 | 0.0% | Retail/Wholesale |
DIA SPDR Dow Jones Industrial Average ETF Trust | $59,664 | | 0.0% | 150 | 0.0% | Finance |
IUSG iShares Core S&P U.S. Growth ETF | $55,206 | | 0.0% | 471 | 0.0% | Manufacturing |
MDLZ Mondelez International | $53,270 | | 0.0% | 761 | 0.0% | Consumer Staples |
DGRO iShares Core Dividend Growth ETF | $52,196 | | 0.0% | 899 | 0.0% | ETF |
VTEB Vanguard Tax-Exempt Bond ETF | $49,689 | $1,973 ▲ | 4.1% | 982 | 0.0% | ETF |
VUG Vanguard Growth ETF | $49,221 | | 0.0% | 143 | 0.0% | ETF |
OMC Omnicom Group | $44,413 | | 0.0% | 459 | 0.0% | Business Services |
UPS United Parcel Service | $43,400 | $1,189 ▼ | -2.7% | 292 | 0.0% | Transportation |
VTV Vanguard Value ETF | $43,158 | | 0.0% | 265 | 0.0% | ETF |
IBM International Business Machines | $42,584 | $35,137 ▼ | -45.2% | 223 | 0.0% | Computer and Technology |
GOOGL Alphabet | $42,260 | $78,483 ▼ | -65.0% | 280 | 0.0% | Computer and Technology |
PEP PepsiCo | $40,777 | $7,000 ▼ | -14.7% | 233 | 0.0% | Consumer Staples |
WMT Walmart | $40,769 | $20,805 ▲ | 104.2% | 678 | 0.0% | Retail/Wholesale |
K Kellanova | $38,728 | | 0.0% | 676 | 0.0% | Consumer Discretionary |
MTN Vail Resorts | $36,990 | | 0.0% | 166 | 0.0% | Consumer Discretionary |
AEP American Electric Power | $36,506 | $36,506 ▲ | New Holding | 424 | 0.0% | Utilities |
XLV Health Care Select Sector SPDR Fund | $35,903 | $13,150 ▼ | -26.8% | 243 | 0.0% | ETF |
PSX Phillips 66 | $35,281 | $327 ▼ | -0.9% | 216 | 0.0% | Oils/Energy |
CSCO Cisco Systems | $35,121 | | 0.0% | 704 | 0.0% | Computer and Technology |
IMCB iShares Morningstar Mid-Cap ETF | $34,491 | $146 ▲ | 0.4% | 474 | 0.0% | ETF |
COST Costco Wholesale | $33,124 | | 0.0% | 45 | 0.0% | Retail/Wholesale |
GLW Corning | $32,960 | $6,328 ▼ | -16.1% | 1,000 | 0.0% | Computer and Technology |
SWAV Shockwave Medical | $32,563 | | 0.0% | 100 | 0.0% | Medical |
SBUX Starbucks | $32,064 | | 0.0% | 351 | 0.0% | Retail/Wholesale |
GE General Electric | $31,595 | $47,919 ▼ | -60.3% | 180 | 0.0% | Transportation |
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF | $31,310 | $5,029 ▼ | -13.8% | 660 | 0.0% | Finance |
GOOG Alphabet | $30,452 | $82,220 ▼ | -73.0% | 200 | 0.0% | Computer and Technology |
GOVT iShares U.S. Treasury Bond ETF | $30,352 | $30,352 ▲ | New Holding | 1,333 | 0.0% | ETF |
SCHO Schwab Short-Term U.S. Treasury ETF | $25,889 | $12,245 ▼ | -32.1% | 537 | 0.0% | ETF |
LLY Eli Lilly and Company | $25,673 | | 0.0% | 33 | 0.0% | Medical |
VKTX Viking Therapeutics | $24,600 | $49,200 ▼ | -66.7% | 300 | 0.0% | Medical |
LULU Lululemon Athletica | $23,439 | | 0.0% | 60 | 0.0% | Consumer Discretionary |
JPM JPMorgan Chase & Co. | $22,982 | $34,773 ▼ | -60.2% | 115 | 0.0% | Finance |
SO Southern | $22,526 | | 0.0% | 314 | 0.0% | Utilities |
AOM iShares Core Moderate Allocation ETF | $22,331 | | 0.0% | 522 | 0.0% | ETF |
PG Procter & Gamble | $22,066 | $45,592 ▼ | -67.4% | 136 | 0.0% | Consumer Staples |
GS The Goldman Sachs Group | $21,515 | $414 ▲ | 2.0% | 52 | 0.0% | Finance |
VGT Vanguard Information Technology ETF | $20,974 | | 0.0% | 40 | 0.0% | ETF |
STX Seagate Technology | $19,634 | | 0.0% | 211 | 0.0% | Business Services |
SCHE Schwab Emerging Markets Equity ETF | $19,619 | $127,006 ▼ | -86.6% | 777 | 0.0% | ETF |
IWD iShares Russell 1000 Value ETF | $19,344 | $3,224 ▼ | -14.3% | 108 | 0.0% | ETF |
SCHD Schwab US Dividend Equity ETF | $18,142 | | 0.0% | 225 | 0.0% | ETF |
SNY Sanofi | $18,079 | $26,973 ▼ | -59.9% | 372 | 0.0% | Medical |
KEY KeyCorp | $17,644 | | 0.0% | 1,116 | 0.0% | Finance |
META Meta Platforms | $16,995 | | 0.0% | 35 | 0.0% | Computer and Technology |
ABNB Airbnb | $16,496 | $7,753 ▼ | -32.0% | 100 | 0.0% | Computer and Technology |
AMD Advanced Micro Devices | $16,244 | $10,829 ▲ | 200.0% | 90 | 0.0% | Computer and Technology |
VO Vanguard Mid-Cap ETF | $15,741 | $2,499 ▲ | 18.9% | 63 | 0.0% | ETF |
VZ Verizon Communications | $15,735 | $20,476 ▼ | -56.5% | 375 | 0.0% | Computer and Technology |
TFC Truist Financial | $15,571 | $20,488 ▼ | -56.8% | 399 | 0.0% | Finance |
UGI UGI | $15,398 | $4,150 ▼ | -21.2% | 627 | 0.0% | Utilities |
JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $15,079 | $15,079 ▲ | New Holding | 278 | 0.0% | ETF |
FPE First Trust Preferred Securities and Income ETF | $14,549 | $14,549 ▲ | New Holding | 840 | 0.0% | ETF |
CMG Chipotle Mexican Grill | $14,534 | $14,534 ▲ | New Holding | 5 | 0.0% | Retail/Wholesale |
CARR Carrier Global | $14,358 | | 0.0% | 247 | 0.0% | Computer and Technology |
USB U.S. Bancorp | $13,951 | $179 ▲ | 1.3% | 312 | 0.0% | Finance |
RSP Invesco S&P 500 Equal Weight ETF | $13,719 | $13,719 ▲ | New Holding | 81 | 0.0% | ETF |
SPTS SPDR Portfolio Short Term Treasury ETF | $12,956 | | 0.0% | 448 | 0.0% | ETF |
USXF iShares ESG Advanced MSCI USA ETF | $12,823 | | 0.0% | 284 | 0.0% | Manufacturing |
CRM Salesforce | $12,650 | | 0.0% | 42 | 0.0% | Computer and Technology |
AOA iShares Core Aggressive Allocation ETF | $12,562 | $1,543 ▲ | 14.0% | 171 | 0.0% | ETF |
WTV WisdomTree U.S. Value Fund | $12,399 | $12,399 ▲ | New Holding | 164 | 0.0% | Finance |
VDC Vanguard Consumer Staples ETF | $12,248 | | 0.0% | 60 | 0.0% | ETF |
FRPT Freshpet | $11,586 | | 0.0% | 100 | 0.0% | Consumer Staples |
IWN iShares Russell 2000 Value ETF | $11,117 | | 0.0% | 70 | 0.0% | ETF |
IBB iShares Biotechnology ETF | $10,791 | | 0.0% | 79 | 0.0% | Finance |
CVX Chevron | $10,726 | $1,420 ▼ | -11.7% | 68 | 0.0% | Oils/Energy |
MMM 3M | $10,607 | $2,334 ▼ | -18.0% | 100 | 0.0% | Multi-Sector Conglomerates |
PRU Prudential Financial | $9,979 | | 0.0% | 85 | 0.0% | Finance |
COP ConocoPhillips | $9,928 | $12,728 ▼ | -56.2% | 78 | 0.0% | Oils/Energy |
VBK Vanguard Small-Cap Growth ETF | $9,907 | | 0.0% | 38 | 0.0% | ETF |
DVY iShares Select Dividend ETF | $9,876 | $6,543 ▼ | -39.8% | 80 | 0.0% | ETF |
NSC Norfolk Southern | $9,685 | $9,685 ▲ | New Holding | 38 | 0.0% | Transportation |
VGLT Vanguard Long-Term Treasury Index ETF | $9,241 | | 0.0% | 156 | 0.0% | ETF |
MS Morgan Stanley | $9,228 | | 0.0% | 98 | 0.0% | Finance |
NFLX Netflix | $9,110 | | 0.0% | 15 | 0.0% | Consumer Discretionary |
SCHV Schwab U.S. Large-Cap Value ETF | $8,966 | | 0.0% | 118 | 0.0% | ETF |
T AT&T | $8,575 | $37,593 ▼ | -81.4% | 487 | 0.0% | Computer and Technology |
TLH iShares 10-20 Year Treasury Bond ETF | $8,192 | $8,192 ▲ | New Holding | 78 | 0.0% | ETF |
JNJ Johnson & Johnson | $7,910 | $1,740 ▼ | -18.0% | 50 | 0.0% | Medical |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | $7,717 | $7,717 ▲ | New Holding | 152 | 0.0% | Manufacturing |
GD General Dynamics | $7,627 | | 0.0% | 27 | 0.0% | Aerospace |
IEMG iShares Core MSCI Emerging Markets ETF | $7,585 | $9,649 ▼ | -56.0% | 147 | 0.0% | ETF |
D Dominion Energy | $7,329 | $3,787 ▲ | 106.9% | 149 | 0.0% | Utilities |
ELV Elevance Health | $7,260 | | 0.0% | 14 | 0.0% | Medical |
FTCS First Trust Capital Strength ETF | $6,852 | $6,852 ▲ | New Holding | 80 | 0.0% | ETF |
PPL PPL | $6,769 | $209,536 ▼ | -96.9% | 246 | 0.0% | Utilities |
DMXF iShares ESG Advanced MSCI EAFE ETF | $6,540 | | 0.0% | 96 | 0.0% | Manufacturing |
JOBY Joby Aviation | $6,432 | | 0.0% | 1,200 | 0.0% | Transportation |
VIG Vanguard Dividend Appreciation ETF | $6,209 | $9,314 ▼ | -60.0% | 34 | 0.0% | ETF |
ARKK ARK Innovation ETF | $6,010 | $6,010 ▲ | New Holding | 120 | 0.0% | ETF |
SCHA Schwab US Small-Cap ETF | $5,466 | | 0.0% | 111 | 0.0% | ETF |
GEHC GE HealthCare Technologies | $5,455 | $8,273 ▼ | -60.3% | 60 | 0.0% | Medical |
HSY Hershey | $5,252 | $58,356 ▼ | -91.7% | 27 | 0.0% | Consumer Staples |
IIPR Innovative Industrial Properties | $5,073 | | 0.0% | 49 | 0.0% | Finance |
ICLR ICON Public | $5,039 | $5,039 ▲ | New Holding | 15 | 0.0% | Medical |
TSLA Tesla | $4,043 | $4,043 ▲ | New Holding | 23 | 0.0% | Auto/Tires/Trucks |
ADX Adams Diversified Equity Fund | $3,787 | | 0.0% | 194 | 0.0% | Finance |
HUM Humana | $3,467 | | 0.0% | 10 | 0.0% | Medical |
WK KELLOGG CO COM SHS
| $3,177 | | 0.0% | 169 | 0.0% | Stock |
V Visa | $2,791 | $2,512 ▼ | -47.4% | 10 | 0.0% | Business Services |
SHY iShares 1-3 Year Treasury Bond ETF | $2,781 | $2,781 ▲ | New Holding | 34 | 0.0% | Manufacturing |
SDY SPDR S&P Dividend ETF | $2,625 | | 0.0% | 20 | 0.0% | ETF |
ULTA Ulta Beauty | $2,614 | | 0.0% | 5 | 0.0% | Retail/Wholesale |
VLUE iShares MSCI USA Value Factor ETF | $2,491 | $325 ▼ | -11.5% | 23 | 0.0% | ETF |
VIOV Vanguard S&P Small-Cap 600 Value ETF | $2,476 | | 0.0% | 28 | 0.0% | ETF |
AMAT Applied Materials | $2,475 | | 0.0% | 12 | 0.0% | Computer and Technology |
LINDE PLC SHS
| $2,322 | | 0.0% | 5 | 0.0% | Stock |
MRK Merck & Co., Inc. | $2,111 | $52,775 ▼ | -96.2% | 16 | 0.0% | Medical |
TGT Target | $1,772 | | 0.0% | 10 | 0.0% | Retail/Wholesale |
AME AMETEK | $1,646 | | 0.0% | 9 | 0.0% | Computer and Technology |
ADBE Adobe | $1,514 | | 0.0% | 3 | 0.0% | Computer and Technology |
CHEF Chefs' Warehouse | $1,205 | | 0.0% | 32 | 0.0% | Consumer Staples |
GH Guardant Health | $1,197 | | 0.0% | 58 | 0.0% | Medical |
YUM Yum! Brands | $1,109 | | 0.0% | 8 | 0.0% | Retail/Wholesale |
RIVN Rivian Automotive | $909 | | 0.0% | 83 | 0.0% | Auto/Tires/Trucks |
AAL American Airlines Group | $860 | $860 ▲ | New Holding | 56 | 0.0% | Transportation |
WBD Warner Bros. Discovery | $786 | $3,057 ▼ | -79.5% | 90 | 0.0% | Consumer Discretionary |
TSHA Taysha Gene Therapies | $746 | | 0.0% | 260 | 0.0% | Medical |
JAZZ Jazz Pharmaceuticals | $602 | | 0.0% | 5 | 0.0% | Medical |
CNF CNFinance | $518 | | 0.0% | 250 | 0.0% | Finance |
EDIT Editas Medicine | $482 | | 0.0% | 65 | 0.0% | Medical |
PM Philip Morris International | $458 | $6,046 ▼ | -93.0% | 5 | 0.0% | Consumer Staples |
BND Vanguard Total Bond Market ETF | $436 | $54,137 ▼ | -99.2% | 6 | 0.0% | ETF |
IMCG iShares Morningstar Mid-Cap Growth ETF | $353 | | 0.0% | 5 | 0.0% | ETF |
VOE Vanguard Mid-Cap Value ETF | $312 | | 0.0% | 2 | 0.0% | ETF |
EGHT 8X8 | $270 | | 0.0% | 100 | 0.0% | Computer and Technology |
THE BEACHBODY COMPANY INC COM CL A NEW
| $192 | | 0.0% | 20 | 0.0% | Stock |
SBSW Sibanye Stillwater | $165 | | 0.0% | 35 | 0.0% | Basic Materials |
TLT iShares 20+ Year Treasury Bond ETF | $95 | $1,425 ▼ | -93.8% | 1 | 0.0% | ETF |
INTC Intel | $88 | $88 ▲ | New Holding | 2 | 0.0% | Computer and Technology |
GOSS Gossamer Bio | $30 | | 0.0% | 25 | 0.0% | Medical |
AMPIO PHARMACEUTICALS INC COM
| $6 | | 0.0% | 6 | 0.0% | Stock |
FSR Fisker | $1 | | 0.0% | 30 | 0.0% | Auto/Tires/Trucks |
AON AON | $0 | $118,736 ▼ | -100.0% | 0 | 0.0% | Finance |
SIGI Selective Insurance Group | $0 | $81,875 ▼ | -100.0% | 0 | 0.0% | Finance |
IYW iShares U.S. Technology ETF | $0 | $73,650 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
ARCC Ares Capital | $0 | $53,715 ▼ | -100.0% | 0 | 0.0% | Finance |
TXT Textron | $0 | $40,210 ▼ | -100.0% | 0 | 0.0% | Aerospace |
EMR Emerson Electric | $0 | $38,932 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
NMFC New Mountain Finance | $0 | $35,251 ▼ | -100.0% | 0 | 0.0% | Finance |
CC Chemours | $0 | $34,694 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
CSWC Capital Southwest | $0 | $34,102 ▼ | -100.0% | 0 | 0.0% | Finance |
TCPC BlackRock TCP Capital | $0 | $32,450 ▼ | -100.0% | 0 | 0.0% | Finance |
FULT Fulton Financial | $0 | $26,221 ▼ | -100.0% | 0 | 0.0% | Finance |
AVANTIS INT'L SM CAP EQUITY ETF
| $0 | $24,846 ▼ | -100.0% | 0 | 0.0% | ETF |
ADP Automatic Data Processing | $0 | $23,297 ▼ | -100.0% | 0 | 0.0% | Business Services |
HD Home Depot | $0 | $22,012 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
SMG Scotts Miracle-Gro | $0 | $19,125 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
GOLD Barrick Gold | $0 | $18,162 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
KRE SPDR S&P Regional Banking ETF | $0 | $17,602 ▼ | -100.0% | 0 | 0.0% | ETF |
DD DuPont de Nemours | $0 | $17,002 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
ORCL Oracle | $0 | $16,573 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
DOW DOW | $0 | $16,452 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
IFF International Flavors & Fragrances | $0 | $16,194 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
ABBV AbbVie | $0 | $16,117 ▼ | -100.0% | 0 | 0.0% | Medical |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $0 | $16,016 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
DE Deere & Company | $0 | $14,795 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
SOXX iShares Semiconductor ETF | $0 | $14,403 ▼ | -100.0% | 0 | 0.0% | ETF |
CTVA Corteva | $0 | $14,376 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $0 | $13,383 ▼ | -100.0% | 0 | 0.0% | Manufacturing |
ABT Abbott Laboratories | $0 | $11,007 ▼ | -100.0% | 0 | 0.0% | Medical |
TSCO Tractor Supply | $0 | $10,802 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
FDVV Fidelity High Dividend ETF | $0 | $9,978 ▼ | -100.0% | 0 | 0.0% | ETF |
XLI Industrial Select Sector SPDR Fund | $0 | $9,278 ▼ | -100.0% | 0 | 0.0% | ETF |
GLPI Gaming and Leisure Properties | $0 | $8,761 ▼ | -100.0% | 0 | 0.0% | Finance |
ADM Archer-Daniels-Midland | $0 | $8,305 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
STT State Street | $0 | $8,209 ▼ | -100.0% | 0 | 0.0% | Finance |
CMI Cummins | $0 | $8,204 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
CI The Cigna Group | $0 | $7,836 ▼ | -100.0% | 0 | 0.0% | Medical |
ICSH BlackRock Ultra Short-Term Bond ETF | $0 | $7,353 ▼ | -100.0% | 0 | 0.0% | ETF |
TOTL SPDR Doubleline Total Return Tactical ETF | $0 | $6,682 ▼ | -100.0% | 0 | 0.0% | ETF |
FDIS Fidelity MSCI Consumer Discretionary Index ETF | $0 | $6,661 ▼ | -100.0% | 0 | 0.0% | ETF |
FTEC Fidelity MSCI Information Technology Index ETF | $0 | $6,492 ▼ | -100.0% | 0 | 0.0% | ETF |
DNLI Denali Therapeutics | $0 | $6,395 ▼ | -100.0% | 0 | 0.0% | Medical |
HTD John Hancock Tax-Advantaged Dividend Income Fund | $0 | $5,865 ▼ | -100.0% | 0 | 0.0% | Financial Services |
OGN Organon & Co. | $0 | $5,768 ▼ | -100.0% | 0 | 0.0% | Medical |
XLF Financial Select Sector SPDR Fund | $0 | $5,756 ▼ | -100.0% | 0 | 0.0% | ETF |
WFC Wells Fargo & Company | $0 | $4,922 ▼ | -100.0% | 0 | 0.0% | Finance |
ESSA ESSA Bancorp | $0 | $4,004 ▼ | -100.0% | 0 | 0.0% | Finance |
STNE StoneCo | $0 | $3,606 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
EVGO EVgo | $0 | $3,580 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
MDT Medtronic | $0 | $3,542 ▼ | -100.0% | 0 | 0.0% | Medical |
PLD Prologis | $0 | $3,333 ▼ | -100.0% | 0 | 0.0% | Finance |
KO Coca-Cola | $0 | $3,241 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
HON Honeywell International | $0 | $3,146 ▼ | -100.0% | 0 | 0.0% | Multi-Sector Conglomerates |
CCI Crown Castle | $0 | $2,995 ▼ | -100.0% | 0 | 0.0% | Finance |
F Ford Motor | $0 | $2,979 ▼ | -100.0% | 0 | 0.0% | Auto/Tires/Trucks |
SHW Sherwin-Williams | $0 | $2,807 ▼ | -100.0% | 0 | 0.0% | Construction |
TIP iShares TIPS Bond ETF | $0 | $2,795 ▼ | -100.0% | 0 | 0.0% | ETF |
PENN PENN Entertainment | $0 | $2,602 ▼ | -100.0% | 0 | 0.0% | Consumer Discretionary |
EZU iShares MSCI Eurozone ETF | $0 | $2,467 ▼ | -100.0% | 0 | 0.0% | ETF |
BLK BlackRock | $0 | $2,435 ▼ | -100.0% | 0 | 0.0% | Finance |
CL Colgate-Palmolive | $0 | $2,312 ▼ | -100.0% | 0 | 0.0% | Consumer Staples |
IWP iShares Russell Mid-Cap Growth ETF | $0 | $2,298 ▼ | -100.0% | 0 | 0.0% | ETF |
BE Bloom Energy | $0 | $2,220 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
RSG Republic Services | $0 | $1,979 ▼ | -100.0% | 0 | 0.0% | Business Services |
SPCE Virgin Galactic | $0 | $1,960 ▼ | -100.0% | 0 | 0.0% | Aerospace |
TMUS T-Mobile US | $0 | $1,924 ▼ | -100.0% | 0 | 0.0% | Computer and Technology |
ET Energy Transfer | $0 | $1,739 ▼ | -100.0% | 0 | 0.0% | Oils/Energy |
CME CME Group | $0 | $1,685 ▼ | -100.0% | 0 | 0.0% | Finance |
UNH UnitedHealth Group | $0 | $1,579 ▼ | -100.0% | 0 | 0.0% | Medical |
SRE Sempra | $0 | $1,569 ▼ | -100.0% | 0 | 0.0% | Utilities |
SHYG iShares 0-5 Year High Yield Corporate Bond ETF | $0 | $1,562 ▼ | -100.0% | 0 | 0.0% | ETF |
SWK Stanley Black & Decker | $0 | $1,373 ▼ | -100.0% | 0 | 0.0% | Industrial Products |
CVS CVS Health | $0 | $1,263 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
BLOK Amplify Transformational Data Sharing ETF | $0 | $1,224 ▼ | -100.0% | 0 | 0.0% | ETF |
VT Vanguard Total World Stock ETF | $0 | $1,132 ▼ | -100.0% | 0 | 0.0% | ETF |
CINF Cincinnati Financial | $0 | $828 ▼ | -100.0% | 0 | 0.0% | Finance |
OSUR OraSure Technologies | $0 | $820 ▼ | -100.0% | 0 | 0.0% | Medical |
AGNC AGNC Investment | $0 | $667 ▼ | -100.0% | 0 | 0.0% | Finance |
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $0 | $640 ▼ | -100.0% | 0 | 0.0% | ETF |
VTRS Viatris | $0 | $466 ▼ | -100.0% | 0 | 0.0% | Medical |
JMIA Jumia Technologies | $0 | $353 ▼ | -100.0% | 0 | 0.0% | Retail/Wholesale |
USA Liberty All-Star Equity Fund | $0 | $351 ▼ | -100.0% | 0 | 0.0% | Finance |
BIGZ BlackRock Innovation and Growth Term Trust | $0 | $337 ▼ | -100.0% | 0 | 0.0% | Financial Services |
FSTA Fidelity MSCI Consumer Staples Index ETF | $0 | $141 ▼ | -100.0% | 0 | 0.0% | ETF |
NLY Annaly Capital Management | $0 | $136 ▼ | -100.0% | 0 | 0.0% | Finance |
DISH DISH Network | $0 | $127 ▼ | -100.0% | 0 | 0.0% | Communication Services |
MNKD MannKind | $0 | $106 ▼ | -100.0% | 0 | 0.0% | Medical |
X United States Steel | $0 | $49 ▼ | -100.0% | 0 | 0.0% | Basic Materials |
XLE Energy Select Sector SPDR Fund | $0 | $40 ▼ | NaN | 0 | 0.0% | ETF |
LMT Lockheed Martin | $0 | | NaN | 0 | 0.0% | Aerospace |
