Annapolis Financial Services, LLC Top Holdings and 13F Report (2024)

About Annapolis Financial Services, LLC

Investment Activity

  • Annapolis Financial Services, LLC has $303.69 million in total holdings as of March 31, 2024.
  • Annapolis Financial Services, LLC owns shares of 355 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 2.77% of the portfolio was purchased this quarter.
  • About 39.32% of the portfolio was sold this quarter.
  • This quarter, Annapolis Financial Services, LLC has purchased 465 new stocks and bought additional shares in 43 stocks.
  • Annapolis Financial Services, LLC sold shares of 137 stocks and completely divested from 123 stocks this quarter.

Largest New Holdings this Quarter

GRAYSCALE BITCOIN TR BTC
$149,208 Holding
Marriott International
$34,062 Holding
Cadence Design Systems
$32,374 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
51,987 shares (about $3.16M)
Vanguard Mega Cap ETF
7,114 shares (about $1.33M)
Vanguard Mega Cap Value ETF
9,216 shares (about $1.10M)
DIMENSIONAL ETF TRUST
18,089 shares (about $965.59K)
Vanguard Mid-Cap Value ETF
2,636 shares (about $410.98K)

Largest Sales this Quarter

Dimensional US Core Equity Market ETF
564,993 shares (about $20.64M)
Dimensional Short-Duration Fixed Income ETF
203,208 shares (about $9.56M)
Avantis International Equity ETF
135,943 shares (about $8.67M)
Avantis U.S. Equity ETF
57,142 shares (about $5.11M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAnnapolis Financial Services, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$17,717,426$8,665,007 -32.8%277,9645.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$16,945,902$548,024 -3.1%104,0525.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$15,021,595$383,870 -2.5%57,7984.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$14,141,940$390,775 -2.7%281,8804.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$13,992,361$2,478,603 -15.0%56,0014.6%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$11,985,678$1,605,961 -11.8%155,0343.9%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$11,383,835$410,981 3.7%73,0153.7%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$10,327,558$1,329,393 14.8%55,2663.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$9,227,626$1,504,607 -14.0%176,9103.0%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$9,093,372$169,814 -1.8%47,3913.0%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$8,212,049$2,899,309 -26.1%131,7302.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$8,000,390$80,790 1.0%47,2362.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$7,377,052$143,097 -1.9%32,2722.4%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$6,863,901$1,115,554 -14.0%118,4252.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$6,368,186$473,961 -6.9%13,2482.1%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$6,202,008$20,644,847 -76.9%169,7322.0%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$5,988,288$1,101,404 22.5%50,1072.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,737,791$141,016 -2.4%137,3661.9%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$5,280,998$232,291 -4.2%106,5791.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,231,321$290,717 -5.3%9,9511.7%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$4,833,552$53,396 -1.1%41,3691.6%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$4,499,264$1,694,780 -27.4%107,2531.5%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$4,420,2610.0%123,3331.5%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$4,158,850$3,707 0.1%83,0111.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$3,992,137$3,157,691 378.4%65,7251.3%ETF
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$3,947,105$1,410 0.0%47,5731.3%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$3,912,8520.0%120,4701.3%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$3,892,081$130,423 -3.2%129,3051.3%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$3,779,413$3,724 0.1%49,7291.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,464,377$66,663 2.0%43,0301.1%ETF
DIMENSIONAL ETF TRUST
$3,462,067$965,591 38.7%64,8571.1%GLOBAL CORE PLUS
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$3,401,318$54,385 -1.6%42,5911.1%Finance
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$3,345,470$49,019 -1.4%62,7201.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,799,645$129,885 4.9%37,7210.9%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$2,361,280$4,223,067 -64.1%95,5210.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,252,932$4,483 0.2%29,6520.7%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,095,6630.0%16,7210.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,029,214$1,506 0.1%47,1470.7%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$1,843,995$7,416,868 -80.1%61,0190.6%ETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$1,742,6020.0%17,2860.6%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$1,723,156$4,106 -0.2%26,8610.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,583,556$31,063 2.0%30,6890.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,492,144$49,841 3.5%29,4890.5%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$1,393,891$709,146 -33.7%30,5610.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,377,840$5,248 0.4%38,0720.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,322,372$29,840 -2.2%11,9650.4%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$1,268,671$2,822,400 -69.0%39,7080.4%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$1,209,258$9,558,910 -88.8%25,7070.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,175,611$462,766 -28.2%2,4210.4%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,115,525$81,346 -6.8%15,3590.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,093,003$1,103,120 -50.2%6,3740.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$989,649$1,200,969 -54.8%1,8920.3%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$968,673$1,197,510 -55.3%19,6920.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$912,386$666,307 -42.2%2,1690.3%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$867,474$106,936 -11.0%3,6180.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$823,799$206,055 -20.0%1,9590.3%Finance
iShares MSCI Global Sustainable Development Goals ETF stock logo
SDG
iShares MSCI Global Sustainable Development Goals ETF
$818,5840.0%10,4000.3%Manufacturing
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$738,505$621,896 -45.7%23,3630.2%ETF
CubeSmart stock logo
CUBE
CubeSmart
$726,7310.0%16,0710.2%Finance
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$636,760$2,270,033 -78.1%6,7950.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$634,4400.0%10.2%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$569,648$64,102 12.7%9,7130.2%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$486,8590.0%1,2240.2%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$483,686$866,548 -64.2%5,7520.2%ETF
SPXN
Proshares S&P 500 EX-Financials ETF
$483,2830.0%4,2780.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$481,534$32,164 -6.3%4,6860.2%ETF
DFIP
Dimensional Inflation-Protected Securities ETF
$473,055$2,330,625 -83.1%11,4680.2%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$446,784$5,114,209 -92.0%4,9920.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$443,555$187,595 -29.7%2,4590.1%Retail/Wholesale
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$437,436$111,960 -20.4%5,1300.1%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$410,492$111,938 -21.4%5,3540.1%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$407,940$3,074,695 -88.3%18,2360.1%ETF
Schwab International Small-Cap Equity ETF stock logo
SCHC
Schwab International Small-Cap Equity ETF
$400,710$25,311 -5.9%11,1930.1%ETF
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$393,335$30,219 -7.1%2,4340.1%Finance
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$390,6500.0%1,0000.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$368,470$1,326,949 -78.3%2,4200.1%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$334,240$1,569,380 -82.4%5,0750.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$320,306$93,598 -22.6%8350.1%Retail/Wholesale
SPDR S&P Semiconductor ETF stock logo
XSD
SPDR S&P Semiconductor ETF
$303,123$6,035 -2.0%1,3060.1%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$302,051$2,109,400 -87.5%5,3010.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$281,787$59,482 -17.4%1,4070.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$276,176$314,296 -53.2%3550.1%Medical
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$268,215$309,514 -53.6%9,9560.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$260,3380.0%1,2500.1%ETF
Hannon Armstrong Sustainable Infrastructure Capital, Inc. stock logo
HASI
Hannon Armstrong Sustainable Infrastructure Capital
$242,4650.0%8,5370.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$237,191$54,033 29.5%3,9420.1%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$220,961$90,705 -29.1%5,8270.1%Finance
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$214,587$888,494 -80.5%8,4350.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$204,889$174,210 567.9%1,1220.1%ETF
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$185,965$1,061,977 -85.1%3,8670.1%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$185,3780.0%5500.1%ETF
AVGE
Avantis All Equity Markets ETF
$176,715$270,484 -60.5%2,5310.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$173,9000.0%2,7210.1%Utilities
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$170,9950.0%7430.1%Finance
Invesco Dividend Achievers ETF stock logo
PFM
Invesco Dividend Achievers ETF
$170,2800.0%4,0000.1%Manufacturing
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$168,459$639,962 -79.2%1,6610.1%Retail/Wholesale
BTEK
BlackRock Future Tech ETF
$161,933$212,508 -56.8%6,3140.1%ETF
The Interpublic Group of Companies, Inc. stock logo
IPG
Interpublic Group of Companies
$161,1930.0%4,9400.1%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$151,479$153,590 -50.3%1,1480.0%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$150,930$114,707 -43.2%1,0000.0%Computer and Technology
GRAYSCALE BITCOIN TR BTC
$149,208$149,208 New Holding2,3620.0%SHS REP COM UT
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$147,8160.0%1,2000.0%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$144,470$39,762 38.0%1090.0%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$143,446$108,701 -43.1%1,7670.0%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$135,569$218,935 -61.8%8570.0%Medical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$126,177$1,387,688 -91.7%1,4590.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$124,776$98 -0.1%1,2740.0%Finance
Visa Inc. stock logo
V
Visa
$121,679$252,568 -67.5%4360.0%Business Services
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$112,760$8,760 -7.2%1,2100.0%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$106,9350.0%7500.0%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$106,698$4,650 -4.2%8720.0%Consumer Discretionary
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$99,444$4,991 -4.8%1,0760.0%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$99,353$1,136,170 -92.0%3,6540.0%ETF
Fastenal stock logo
FAST
Fastenal
$99,2030.0%1,2860.0%Retail/Wholesale
Dollar General Co. stock logo
DG
Dollar General
$99,0990.0%6350.0%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$98,596$2,191 2.3%1350.0%Retail/Wholesale
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$96,7630.0%2,9600.0%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$96,263$95,052 -49.7%1590.0%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$94,874$45,178 -32.3%1050.0%Computer and Technology
EQT Co. stock logo
EQT
EQT
$92,675$305,494 -76.7%2,5000.0%Oils/Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$82,674$34,781 -29.6%4540.0%Medical
iShares U.S. Utilities ETF stock logo
IDU
iShares U.S. Utilities ETF
$82,3230.0%9740.0%ETF
iShares Global Clean Energy ETF stock logo
ICLN
iShares Global Clean Energy ETF
$80,5670.0%5,7630.0%ETF
Chevron Co. stock logo
CVX
Chevron
$78,0820.0%4950.0%Oils/Energy
RTX Co. stock logo
RTX
RTX
$74,416$1,756 -2.3%7630.0%Aerospace
Invesco NASDAQ Internet ETF stock logo
PNQI
Invesco NASDAQ Internet ETF
$71,8020.0%1,8000.0%Manufacturing
Amgen Inc. stock logo
AMGN
Amgen
$71,0800.0%2500.0%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$69,2740.0%3250.0%Business Services
Zoetis Inc. stock logo
ZTS
Zoetis
$69,207$16,921 32.4%4090.0%Medical
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$66,788$66,788 New Holding1,0460.0%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$62,528$1,667 2.7%750.0%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$61,299$174 0.3%1,0580.0%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$60,549$13,341 28.3%2950.0%Multi-Sector Conglomerates
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$59,493$518,517 -89.7%1,1920.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$59,364$21,767 57.9%1200.0%Medical
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$59,1600.0%1,6810.0%ETF
Danaher Co. stock logo
DHR
Danaher
$57,936$21,476 58.9%2320.0%Multi-Sector Conglomerates
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$57,191$321,134 -84.9%2780.0%Finance
Deere & Company stock logo
DE
Deere & Company
$55,8610.0%1360.0%Industrial Products
Comcast Co. stock logo
CMCSA
Comcast
$53,018$8,323 -13.6%1,2230.0%Consumer Discretionary
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$51,913$26,004 100.4%1,0840.0%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$51,8590.0%2950.0%Auto/Tires/Trucks
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$50,9810.0%7000.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$49,624$42,965 645.2%4620.0%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$49,0940.0%5200.0%ETF
McDonald's Co. stock logo
MCD
McDonald's
$49,060$4,229 -7.9%1740.0%Retail/Wholesale
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$48,2440.0%8380.0%Manufacturing
Capital One Financial Co. stock logo
COF
Capital One Financial
$46,930$149 0.3%3150.0%Finance
Welltower Inc. stock logo
WELL
Welltower
$46,7200.0%5000.0%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$46,442$2,618 6.0%5500.0%ETF
CSX Co. stock logo
CSX
CSX
$45,7080.0%1,2330.0%Transportation
American Express stock logo
AXP
American Express
$45,311$6,831 17.8%1990.0%Finance
Fresenius Medical Care AG stock logo
FMS
Fresenius Medical Care
$44,8840.0%2,3280.0%Medical
Chubb Limited stock logo
CB
Chubb
$44,8300.0%1730.0%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$44,7630.0%3030.0%ETF
General Electric stock logo
GE
General Electric
$44,421$24,054 -35.1%2530.0%Transportation
General Dynamics Co. stock logo
GD
General Dynamics
$44,1210.0%1560.0%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$44,089$208,866 -82.6%990.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$42,090$23,540 -35.9%4470.0%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$40,695$8,720 -17.6%140.0%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$40,3130.0%4400.0%Consumer Staples
American Tower Co. stock logo
AMT
American Tower
$40,309$9,682 31.6%2040.0%Finance
The Boeing Company stock logo
BA
Boeing
$39,7560.0%2060.0%Aerospace
FS Credit Opportunities Corp. stock logo
FSCO
FS Credit Opportunities
$39,7080.0%6,6960.0%Financial Services
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$39,207$72,229 -64.8%3550.0%ETF
Shopify Inc. stock logo
SHOP
Shopify
$38,8940.0%5040.0%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$38,054$27,959 -42.4%6220.0%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$37,628$416,859 -91.7%1530.0%Transportation
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$36,815$106,829 -74.4%2240.0%ETF
Invesco WilderHill Clean Energy ETF stock logo
PBW
Invesco WilderHill Clean Energy ETF
$36,2350.0%1,5720.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$36,172$15,142 -29.5%1720.0%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$36,0130.0%8550.0%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$35,779$2,776 -7.2%1,2890.0%Medical
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$35,453$14,112 -28.5%1030.0%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$35,329$610,100 -94.5%1,1780.0%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$34,062$34,062 New Holding1350.0%Consumer Discretionary
Target Co. stock logo
TGT
Target
$33,7440.0%1900.0%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$32,727$57,404 -63.7%1870.0%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$32,519$8,854 -21.4%7750.0%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$32,374$32,374 New Holding1040.0%Computer and Technology
Nuveen Municipal Value Fund, Inc. stock logo
NUV
Nuveen Municipal Value Fund
$32,2270.0%3,7000.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$32,166$49,101 -60.4%2830.0%Medical
LINDE PLC
$32,0390.0%690.0%SHS
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$31,967$1,744 -5.2%550.0%Medical
Under Armour, Inc. stock logo
UAA
Under Armour
$31,889$1,476 -4.4%4,3210.0%Consumer Discretionary
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$31,642$20,004 171.9%3480.0%Medical
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$31,568$28,499 928.6%720.0%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$30,823$74,638 -70.8%1210.0%Retail/Wholesale
Pentair plc stock logo
PNR
Pentair
$29,9040.0%3500.0%Industrial Products
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$28,8010.0%2840.0%ETF
OceanFirst Financial Corp. stock logo
OCFC
OceanFirst Financial
$28,7180.0%1,7500.0%Finance
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$27,563$7,828 -22.1%5810.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$27,450$108,355 -79.8%570.0%Business Services
Accenture plc stock logo
ACN
Accenture
$27,383$22,877 507.7%790.0%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$27,1770.0%1560.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$27,1160.0%740.0%Industrial Products
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$26,988$26,988 New Holding2680.0%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$26,897$117,801 -81.4%6900.0%Finance
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$26,753$26,753 New Holding640.0%Medical
Intel Co. stock logo
INTC
Intel
$26,5910.0%6020.0%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$25,375$20,676 440.0%2700.0%Consumer Discretionary
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$24,974$204,787 -89.1%1000.0%Business Services
General Motors stock logo
GM
General Motors
$24,943$1,315 -5.0%5500.0%Auto/Tires/Trucks
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$24,600$22,401 1,018.8%1790.0%Finance
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$24,455$20,564 528.6%440.0%Industrial Products
ConocoPhillips stock logo
COP
ConocoPhillips
$24,3110.0%1910.0%Oils/Energy
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$24,239$77,816 -76.2%2900.0%ETF
McKesson Co. stock logo
MCK
McKesson
$24,159$24,159 New Holding450.0%Medical
Dominion Energy, Inc. stock logo
D
Dominion Energy
$24,0540.0%4890.0%Utilities
Cummins Inc. stock logo
CMI
Cummins
$23,572$23,572 New Holding800.0%Auto/Tires/Trucks
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$23,132$235,970 -91.1%1990.0%Oils/Energy
M&T Bank Co. stock logo
MTB
M&T Bank
$21,816$9,890 -31.2%1500.0%Finance
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$21,4440.0%3660.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$20,837$217,189 -91.2%5340.0%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$20,3820.0%750.0%Consumer Staples
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$20,2860.0%2100.0%Computer and Technology
Eastman Chemical stock logo
EMN
Eastman Chemical
$20,0440.0%2000.0%Basic Materials
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$19,557$19,557 New Holding2180.0%Computer and Technology
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$19,1470.0%400.0%Aerospace
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$18,9430.0%2900.0%Industrial Products
HEICO Co. stock logo
HEI
HEICO
$18,9090.0%990.0%Aerospace
The Kroger Co. stock logo
KR
Kroger
$18,653$57 0.3%3260.0%Retail/Wholesale
3M stock logo
MMM
3M
$18,5630.0%1750.0%Multi-Sector Conglomerates
OGE Energy Corp. stock logo
OGE
OGE Energy
$18,3170.0%5340.0%Utilities
Genuine Parts stock logo
GPC
Genuine Parts
$18,2820.0%1180.0%Auto/Tires/Trucks
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$18,2030.0%460.0%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$17,7700.0%590.0%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$17,586$130,388 -88.1%1400.0%Computer and Technology
Magna International Inc. stock logo
MGA
Magna International
$17,5430.0%3220.0%Auto/Tires/Trucks
Carrier Global Co. stock logo
CARR
Carrier Global
$17,439$1,046 -5.7%3000.0%Computer and Technology
Snap Inc. stock logo
SNAP
Snap
$17,2200.0%1,5000.0%Computer and Technology
Synchrony Financial stock logo
SYF
Synchrony Financial
$16,9470.0%3930.0%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$16,874$4,062,116 -99.6%3100.0%ETF
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$16,821$1,081 -6.0%5760.0%Transportation
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$16,7250.0%830.0%Oils/Energy
RB Global, Inc. stock logo
RBA
RB Global
$15,6920.0%2060.0%Business Services
Novartis AG stock logo
NVS
Novartis
$15,5740.0%1610.0%Medical
Globant S.A. stock logo
GLOB
Globant
$15,5470.0%770.0%Computer and Technology
iShares Cohen & Steers REIT ETF stock logo
ICF
iShares Cohen & Steers REIT ETF
$15,4640.0%2680.0%ETF
Stagwell Inc. stock logo
STGW
Stagwell
$15,4320.0%2,4810.0%Business Services
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$15,056$5,325 -26.1%1640.0%ETF
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$14,9840.0%1100.0%Consumer Discretionary
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$14,8910.0%1500.0%Construction
Equity Residential stock logo
EQR
Equity Residential
$14,7050.0%2330.0%Finance
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$14,4510.0%340.0%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$14,3800.0%610.0%Business Services
Analog Devices, Inc. stock logo
ADI
Analog Devices
$14,2410.0%720.0%Computer and Technology
On Holding AG stock logo
ONON
ON
$14,1520.0%4000.0%Consumer Discretionary
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$14,1290.0%2340.0%Finance
Apollo Global Management, Inc. stock logo
APO
Apollo Global Management
$14,0570.0%1250.0%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$13,7240.0%180.0%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$13,5800.0%1940.0%Consumer Staples
Dow Inc. stock logo
DOW
DOW
$13,4980.0%2330.0%Basic Materials
UDR, Inc. stock logo
UDR
UDR
$13,4680.0%3600.0%Finance
TechnipFMC plc stock logo
FTI
TechnipFMC
$13,2840.0%5290.0%Oils/Energy
S&P Global Inc. stock logo
SPGI
S&P Global
$13,1890.0%310.0%Business Services
Starbucks Co. stock logo
SBUX
Starbucks
$12,978$36,558 -73.8%1420.0%Retail/Wholesale
The Cigna Group stock logo
CI
The Cigna Group
$12,712$140,195 -91.7%350.0%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$12,6200.0%720.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$12,455$11,539 -48.1%2040.0%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$12,2800.0%530.0%Computer and Technology
Five Below, Inc. stock logo
FIVE
Five Below
$12,153$116,088 -90.5%670.0%Retail/Wholesale
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$12,1060.0%1350.0%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$11,9080.0%1450.0%Utilities
Constellation Energy Co. stock logo
CEG
Constellation Energy
$11,461$5,731 -33.3%620.0%Oils/Energy
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$11,3390.0%210.0%Medical
Eaton Co. plc stock logo
ETN
Eaton
$11,2570.0%360.0%Industrial Products
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$11,128$22,812 -67.2%200.0%ETF
ANSYS, Inc. stock logo
ANSS
ANSYS
$11,1100.0%320.0%Computer and Technology
PG&E Co. stock logo
PCG
PG&E
$10,9450.0%6530.0%Utilities
Laboratory Co. of America Holdings stock logo
LH
Laboratory Co. of America
$10,9230.0%500.0%Medical
American International Group, Inc. stock logo
AIG
American International Group
$10,7880.0%1380.0%Finance
Navient Co. stock logo
NAVI
Navient
$10,464$104 1.0%6020.0%Finance
TFI International Inc. stock logo
TFII
TFI International
$10,3650.0%650.0%Transportation
Aptiv PLC stock logo
APTV
Aptiv
$9,9570.0%1250.0%Business Services
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$9,8210.0%2520.0%Oils/Energy
Diageo plc stock logo
DEO
Diageo
$9,8170.0%660.0%Consumer Staples
Stryker Co. stock logo
SYK
Stryker
$9,6630.0%270.0%Medical
Douglas Dynamics, Inc. stock logo
PLOW
Douglas Dynamics
$9,6520.0%4000.0%Auto/Tires/Trucks
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$9,6440.0%1120.0%Utilities
UBS Group AG stock logo
UBS
UBS Group
$9,4930.0%3090.0%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$9,467$9,467 New Holding580.0%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$9,1960.0%730.0%ETF
Invesco S&P Ultra Dividend Revenue ETF stock logo
RDIV
Invesco S&P Ultra Dividend Revenue ETF
$9,1660.0%2000.0%ETF
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$8,9710.0%1170.0%Basic Materials
FirstEnergy Corp. stock logo
FE
FirstEnergy
$8,7670.0%2270.0%Utilities
The Progressive Co. stock logo
PGR
Progressive
$8,6870.0%420.0%Finance
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$8,464$9,215 -52.1%1690.0%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$8,0700.0%5130.0%Oils/Energy
Lincoln National Co. stock logo
LNC
Lincoln National
$7,9830.0%2500.0%Finance
MetLife, Inc. stock logo
MET
MetLife
$7,7820.0%1050.0%Finance
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$7,7580.0%380.0%ETF
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$7,5630.0%380.0%Computer and Technology
SoFi Select 500 ETF stock logo
SFY
SoFi Select 500 ETF
$7,4150.0%3980.0%ETF
Prologis, Inc. stock logo
PLD
Prologis
$7,2930.0%560.0%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$7,2850.0%1670.0%Consumer Staples
Weyerhaeuser stock logo
WY
Weyerhaeuser
$7,1820.0%2000.0%Construction
Exelon Co. stock logo
EXC
Exelon
$6,989$3,495 -33.3%1860.0%Utilities
Centene Co. stock logo
CNC
Centene
$6,9070.0%880.0%Medical
VERALTO CORP
$6,650$2,483 59.6%750.0%COM SHS
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,166$92,165 -93.7%380.0%Consumer Staples
Toyota Motor Co. stock logo
TM
Toyota Motor
$6,0410.0%240.0%Auto/Tires/Trucks
Science Applications International Co. stock logo
SAIC
Science Applications International
$5,8680.0%450.0%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$5,749$4,339 -43.0%1060.0%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$5,645$151,286 -96.4%50.0%Retail/Wholesale
Glen Burnie Bancorp stock logo
GLBZ
Glen Burnie Bancorp
$5,5000.0%1,0000.0%Finance
Shore Bancshares, Inc. stock logo
SHBI
Shore Bancshares
$5,3480.0%4650.0%Finance
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$5,3470.0%530.0%Finance
SPEU
SPDR Portfolio Europe ETF
$5,0500.0%1200.0%ETF
Corteva, Inc. stock logo
CTVA
Corteva
$4,9020.0%850.0%Consumer Staples
Humana Inc. stock logo
HUM
Humana
$4,855$17,339 -78.1%140.0%Medical
The Timken Company stock logo
TKR
Timken
$4,4590.0%510.0%Industrial Products
PPG Industries, Inc. stock logo
PPG
PPG Industries
$4,3470.0%300.0%Basic Materials
Moderna, Inc. stock logo
MRNA
Moderna
$4,1560.0%390.0%Medical
BHP Group Limited stock logo
BHP
BHP Group
$4,1540.0%720.0%Basic Materials
Under Armour, Inc. stock logo
UA
Under Armour
$4,142$1,435 -25.7%5800.0%Consumer Discretionary
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$4,108$3,944 -49.0%1000.0%Finance
STERIS plc stock logo
STE
STERIS
$4,0470.0%180.0%Medical
Polaris Inc. stock logo
PII
Polaris
$3,9050.0%390.0%Auto/Tires/Trucks
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,871$87,098 -95.7%480.0%ETF
Infosys Limited stock logo
INFY
Infosys
$3,4430.0%1920.0%Computer and Technology
Centrais Elétricas Brasileiras S.A. - Eletrobrás stock logo
EBR
Centrais Elétricas Brasileiras S.A. - Eletrobrás
$3,3150.0%3970.0%Utilities
Corning Incorporated stock logo
GLW
Corning
$3,2960.0%1000.0%Computer and Technology
Rio Tinto Group stock logo
RIO
Rio Tinto Group
$3,1240.0%490.0%Basic Materials
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$3,0840.0%280.0%Manufacturing
Adobe Inc. stock logo
ADBE
Adobe
$3,0280.0%60.0%Computer and Technology
Wolfspeed, Inc. stock logo
WOLF
Wolfspeed
$2,9500.0%1000.0%Computer and Technology
Generac Holdings Inc. stock logo
GNRC
Generac
$2,5230.0%200.0%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$2,4890.0%130.0%Business Services
International Business Machines Co. stock logo
IBM
International Business Machines
$2,483$76,591 -96.9%130.0%Computer and Technology
Apyx Medical Co. stock logo
APYX
Apyx Medical
$2,1330.0%1,5680.0%Medical
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$2,1160.0%200.0%Consumer Discretionary
Marathon Oil Co. stock logo
MRO
Marathon Oil
$2,079$2,079 New Holding730.0%Oils/Energy
Fortrea Holdings Inc. stock logo
FTRE
Fortrea
$2,0070.0%500.0%Medical
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$1,886$61 -3.1%2160.0%Consumer Discretionary
Ford Motor stock logo
F
Ford Motor
$1,721$1,708 12,900.0%1300.0%Auto/Tires/Trucks
ARK Autonomous Technology & Robotics ETF stock logo
ARKQ
ARK Autonomous Technology & Robotics ETF
$1,6420.0%300.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,565$26,083 -94.3%60.0%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,445$1,445 New Holding30.0%Medical
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$1,375$764 -35.7%90.0%Transportation
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,0750.0%60.0%ETF
CVS Health Co. stock logo
CVS
CVS Health
$967$967 New Holding120.0%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$965$5,790 -85.7%20.0%Aerospace
Organon & Co. stock logo
OGN
Organon & Co.
$9400.0%500.0%Medical
Opendoor Technologies Inc. stock logo
OPEN
Opendoor Technologies
$9090.0%3000.0%Business Services
DraftKings Inc. stock logo
DKNG
DraftKings
$9090.0%200.0%Consumer Discretionary
SoFi Next 500 ETF stock logo
SFYX
SoFi Next 500 ETF
$7400.0%530.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$708$47,200 -98.5%60.0%Computer and Technology
Teradata Co. stock logo
TDC
Teradata
$4650.0%120.0%Computer and Technology
Desktop Metal, Inc. stock logo
DM
Desktop Metal
$4400.0%5000.0%Industrial Products
Kyndryl Holdings, Inc. stock logo
KD
Kyndryl
$153$1,749 -92.0%70.0%Business Services
NCR Co. stock logo
NCR
NCR
$1520.0%120.0%Computer and Technology
NCR ATLEOS CORPORATION
$1190.0%60.0%COM SHS
FMC Co. stock logo
FMC
FMC
$550.0%850.0%Basic Materials
Viatris Inc. stock logo
VTRS
Viatris
$28$4,032 -99.3%20.0%Medical
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$0$1,625,472 -100.0%00.0%ETF
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$0$772,856 -100.0%00.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$0$686,840 -100.0%00.0%ETF
AVSC
Avantis U.S. Small Cap Equity ETF
$0$656,019 -100.0%00.0%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$0$574,843 -100.0%00.0%ETF
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$0$512,245 -100.0%00.0%Consumer Staples
DIMENSIONAL ETF TRUST
$0$398,636 -100.0%00.0%ULTRASHORT FIXED
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$0$259,726 -100.0%00.0%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$236,299 -100.0%00.0%Computer and Technology
AVRE
Avantis Real Estate ETF
$0$201,175 -100.0%00.0%ETF
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$0$186,527 -100.0%00.0%Business Services
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$0$175,649 -100.0%00.0%Finance
AutoNation, Inc. stock logo
AN
AutoNation
$0$174,209 -100.0%00.0%Retail/Wholesale
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$0$156,112 -100.0%00.0%ETF
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$0$145,035 -100.0%00.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$0$144,167 -100.0%00.0%ETF
AVSE
Avantis Responsible Emerging Markets Equity ETF
$0$140,367 -100.0%00.0%ETF
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$0$131,615 -100.0%00.0%Construction
Intuit Inc. stock logo
INTU
Intuit
$0$121,881 -100.0%00.0%Computer and Technology
FlexShares Morningstar US Market Factor Tilt Index Fund stock logo
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
$0$111,493 -100.0%00.0%ETF
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$0$96,255 -100.0%00.0%ETF
Monster Beverage Co. stock logo
MNST
Monster Beverage
$0$88,835 -100.0%00.0%Consumer Staples
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$0$85,332 -100.0%00.0%Finance
AVSU
Avantis Responsible U.S. Equity ETF
$0$79,734 -100.0%00.0%ETF
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$0$73,987 -100.0%00.0%Transportation
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$0$73,766 -100.0%00.0%ETF
RPM International Inc. stock logo
RPM
RPM International
$0$73,676 -100.0%00.0%Construction
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$0$66,075 -100.0%00.0%ETF
IonQ, Inc. stock logo
IONQ
IonQ
$0$59,993 -100.0%00.0%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$57,852 -100.0%00.0%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$0$55,262 -100.0%00.0%Business Services
TF Financial Corp stock logo
THRD
TF Financial
$0$54,850 -100.0%00.0%Medical
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$0$54,492 -100.0%00.0%Finance
Global Medical REIT Inc. stock logo
GMRE
Global Medical REIT
$0$49,575 -100.0%00.0%Finance
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock logo
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
$0$46,368 -100.0%00.0%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$0$46,031 -100.0%00.0%ETF
Copart, Inc. stock logo
CPRT
Copart
$0$44,100 -100.0%00.0%Business Services
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$0$42,614 -100.0%00.0%Transportation
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
$0$42,188 -100.0%00.0%ETF
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$0$41,150 -100.0%00.0%Business Services
FedEx Co. stock logo
FDX
FedEx
$0$40,372 -100.0%00.0%Transportation
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$0$38,553 -100.0%00.0%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$0$33,096 -100.0%00.0%Consumer Staples
Lennar Co. stock logo
LEN
Lennar
$0$32,640 -100.0%00.0%Construction
Brown-Forman Co. stock logo
BF.A
Brown-Forman
$0$32,179 -100.0%00.0%Consumer Staples
Installed Building Products, Inc. stock logo
IBP
Installed Building Products
$0$30,897 -100.0%00.0%Construction
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$0$29,816 -100.0%00.0%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$0$29,785 -100.0%00.0%ETF
Aflac Incorporated stock logo
AFL
Aflac
$0$28,875 -100.0%00.0%Finance
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$0$28,594 -100.0%00.0%ETF
Brookfield Renewable Co. stock logo
BEPC
Brookfield Renewable
$0$27,466 -100.0%00.0%Oils/Energy
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$0$27,368 -100.0%00.0%Consumer Staples
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$0$27,291 -100.0%00.0%Utilities
Sandy Spring Bancorp, Inc. stock logo
SASR
Sandy Spring Bancorp
$0$27,240 -100.0%00.0%Finance
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$0$26,887 -100.0%00.0%Medical
BlackRock Science and Technology Trust stock logo
BST
BlackRock Science and Technology Trust
$0$26,356 -100.0%00.0%Financial Services
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$0$25,360 -100.0%00.0%ETF
CarGurus, Inc. stock logo
CARG
CarGurus
$0$24,160 -100.0%00.0%Auto/Tires/Trucks
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$0$23,834 -100.0%00.0%Business Services
Ormat Technologies, Inc. stock logo
ORA
Ormat Technologies
$0$22,207 -100.0%00.0%Oils/Energy
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$0$21,560 -100.0%00.0%Finance
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$0$20,798 -100.0%00.0%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$19,988 -100.0%00.0%Finance
Regions Financial Co. stock logo
RF
Regions Financial
$0$19,380 -100.0%00.0%Finance
NXP Semiconductors stock logo
NXPI
NXP Semiconductors
$0$18,834 -100.0%00.0%Computer and Technology
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$0$17,552 -100.0%00.0%ETF
AT&T Inc. stock logo
T
AT&T
$0$17,404 -100.0%00.0%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$0$17,296 -100.0%00.0%Transportation
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$0$17,260 -100.0%00.0%ETF
SPDR Portfolio Long Term Corporate Bond ETF stock logo
SPLB
SPDR Portfolio Long Term Corporate Bond ETF
$0$17,177 -100.0%00.0%ETF
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$0$16,035 -100.0%00.0%Utilities
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$0$15,860 -100.0%00.0%Medical
Invesco National AMT-Free Municipal Bond ETF stock logo
PZA
Invesco National AMT-Free Municipal Bond ETF
$0$15,427 -100.0%00.0%ETF
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$0$15,306 -100.0%00.0%Finance
Codexis, Inc. stock logo
CDXS
Codexis
$0$15,250 -100.0%00.0%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$0$14,189 -100.0%00.0%Retail/Wholesale
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$0$14,061 -100.0%00.0%ETF
Illumina, Inc. stock logo
ILMN
Illumina
$0$13,924 -100.0%00.0%Medical
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$0$11,288 -100.0%00.0%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$0$11,054 -100.0%00.0%Computer and Technology
Callon Petroleum stock logo
CPE
Callon Petroleum
$0$10,984 -100.0%00.0%Energy
TLTE
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
$0$10,920 -100.0%00.0%ETF
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$0$10,572 -100.0%00.0%Consumer Staples
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$0$9,950 -100.0%00.0%Business Services
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$0$9,877 -100.0%00.0%ETF
AVSD
Avantis Responsible International Equity ETF
$0$9,538 -100.0%00.0%ETF
eBay Inc. stock logo
EBAY
eBay
$0$7,852 -100.0%00.0%Retail/Wholesale
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$0$7,849 -100.0%00.0%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$0$7,802 -100.0%00.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$0$6,776 -100.0%00.0%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$6,306 -100.0%00.0%ETF
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$0$5,895 -100.0%00.0%Aerospace
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$5,340 -100.0%00.0%ETF
SPDR Dow Jones REIT ETF stock logo
RWR
SPDR Dow Jones REIT ETF
$0$4,576 -100.0%00.0%ETF
H&R Block, Inc. stock logo
HRB
H&R Block
$0$4,160 -100.0%00.0%Consumer Discretionary
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$0$3,577 -100.0%00.0%Finance
Yum China Holdings, Inc. stock logo
YUMC
Yum China
$0$3,395 -100.0%00.0%Retail/Wholesale
QuantumScape Co. stock logo
QS
QuantumScape
$0$3,038 -100.0%00.0%Auto/Tires/Trucks
Rocket Companies, Inc. stock logo
RKT
Rocket Companies
$0$2,896 -100.0%00.0%Business Services
Paychex, Inc. stock logo
PAYX
Paychex
$0$2,859 -100.0%00.0%Business Services
Thornburg Income Builder Opportunities Trust stock logo
TBLD
Thornburg Income Builder Opportunities Trust
$0$2,715 -100.0%00.0%--
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$0$2,588 -100.0%00.0%ETF
FlexShares Ultra-Short Income Fund stock logo
RAVI
FlexShares Ultra-Short Income Fund
$0$2,552 -100.0%00.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$0$2,233 -100.0%00.0%ETF
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$0$2,195 -100.0%00.0%ETF
Paramount Global stock logo
PARA
Paramount Global
$0$1,849 -100.0%00.0%Consumer Discretionary
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$0$1,505 -100.0%00.0%ETF
Equinor ASA stock logo
EQNR
Equinor ASA
$0$1,424 -100.0%00.0%Oils/Energy
Global Payments Inc. stock logo
GPN
Global Payments
$0$1,397 -100.0%00.0%Business Services
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$0$1,382 -100.0%00.0%ETF
Invesco Emerging Markets Sovereign Debt ETF stock logo
PCY
Invesco Emerging Markets Sovereign Debt ETF
$0$1,361 -100.0%00.0%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$0$1,240 -100.0%00.0%ETF
Unilever PLC stock logo
UL
Unilever
$0$1,067 -100.0%00.0%Consumer Staples
Louisiana-Pacific Co. stock logo
LPX
Louisiana-Pacific
$0$1,063 -100.0%00.0%Construction
F&G Annuities & Life, Inc. stock logo
FG
F&G Annuities & Life
$0$920 -100.0%00.0%Finance
Twilio Inc. stock logo
TWLO
Twilio
$0$759 -100.0%00.0%Computer and Technology
Hanesbrands Inc. stock logo
HBI
Hanesbrands
$0$745 -100.0%00.0%Consumer Discretionary
DBV Technologies S.A. stock logo
DBVT
DBV Technologies
$0$258 -100.0%00.0%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$233 -100.0%00.0%Retail/Wholesale
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$0$139 -100.0%00.0%Medical
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$0$50 -100.0%00.0%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$0$49 -100.0%00.0%Manufacturing
CANOPY GROWTH CORP
$0$11 -100.0%00.0%COM NEW

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