Keener Financial Planning LLC Top Holdings and 13F Report (2024)

About Keener Financial Planning LLC

Investment Activity

  • Keener Financial Planning LLC has $145.41 thousand in total holdings as of December 31, 2023.
  • Keener Financial Planning LLC owns shares of 186 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 6.22% of the portfolio was purchased this quarter.
  • About 1.07% of the portfolio was sold this quarter.
  • This quarter, Keener Financial Planning LLC has purchased 185 new stocks and bought additional shares in 37 stocks.
  • Keener Financial Planning LLC sold shares of 21 stocks and completely divested from 30 stocks this quarter.

Largest New Holdings this Quarter

CVS Health
$63 Holding
Globe Life
$49 Holding
Lowe's Companies
$35 Holding
Phillips 66
$26 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF
51,084 shares (about $2.56K)
iShares Core S&P Small-Cap ETF
10,800 shares (about $1.19K)
Vanguard FTSE Emerging Markets ETF
17,335 shares (about $724.12)
SPDR Portfolio S&P 500 Value ETF
13,658 shares (about $684.27)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
1,763 shares (about $128.16)
Broadcom
66 shares (about $88.00)
Exxon Mobil
648 shares (about $77.25)
SPDR Portfolio Developed World ex-US ETF
1,483 shares (about $53.16)
Texas Instruments
300 shares (about $52.29)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKeener Financial Planning LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$50,455$2,237 4.6%786,50434.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$28,879$2,563 9.7%575,60919.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$12,833$684 5.6%256,1488.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$12,108$1,194 10.9%109,5468.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$7,091$724 11.4%169,7554.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$3,912$53 -1.3%109,1352.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,741$149 4.2%14,3912.6%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,0000.0%62,5821.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,373$82 6.4%3,2630.9%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$990$16 -1.6%12,2880.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$951$25 2.7%5,8340.7%ETF
Apple Inc. stock logo
AAPL
Apple
$943$80 9.3%5,4970.6%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$914$1 -0.1%21,2320.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$888$34 3.9%1,6880.6%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$884$52 -5.6%5,0720.6%Computer and Technology
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$8410.0%7,2890.6%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$717$12 -1.7%6,2340.5%Manufacturing
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$571$128 -18.3%7,8550.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$534$41 -7.1%6,9070.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$521$53 11.3%14,3810.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$492$35 7.6%9,7130.3%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$4500.0%8660.3%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4430.0%1,0520.3%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$4280.0%7,0020.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4160.0%5340.3%Medical
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$4040.0%28,9150.3%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$3900.0%4310.3%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3620.0%1,5800.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3610.0%2,0000.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$331$29 9.6%1,6520.2%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$3240.0%4,3600.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$318$217 214.9%5,2740.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$3140.0%2,0800.2%Computer and Technology
NuShares ESG International Developed Markets Equity ETF stock logo
NUDM
NuShares ESG International Developed Markets Equity ETF
$3030.0%9,7290.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$296$18 6.6%1,0410.2%Medical
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$2880.0%5,2790.2%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$2690.0%3,1560.2%ETF
LINDE PLC
$250$23 10.2%5380.2%SHS
ProShares Ultra Dow30 stock logo
DDM
ProShares Ultra Dow30
$2400.0%2,7550.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$229$8 3.6%2,2250.2%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$2190.0%8890.2%Transportation
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$203$23 12.6%3,9300.1%ETF
Vanguard Total World Bond ETF stock logo
BNDW
Vanguard Total World Bond ETF
$195$13 6.9%2,8360.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$192$19 10.9%3880.1%Medical
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$1850.0%2,7020.1%Manufacturing
The Walt Disney Company stock logo
DIS
Walt Disney
$184$13 -6.4%1,5000.1%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$1820.0%6510.1%Business Services
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$178$2 0.9%5,5200.1%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1780.0%3400.1%Finance
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$1680.0%2,0980.1%Manufacturing
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$162$12 -6.7%3,0270.1%ETF
Nuveen ESG Large-Cap Value ETF stock logo
NULV
Nuveen ESG Large-Cap Value ETF
$1480.0%3,7980.1%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1380.0%1,2820.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1380.0%7600.1%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1370.0%2840.1%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$1330.0%3,2840.1%ETF
Texas Capital Bancshares, Inc. stock logo
TCBI
Texas Capital Bancshares
$120$13 -9.9%1,9440.1%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$115$7 -5.6%1,4900.1%ETF
American Airlines Group Inc. stock logo
AAL
American Airlines Group
$112$41 -27.0%7,2400.1%Transportation
Comerica Incorporated stock logo
CMA
Comerica
$1090.0%1,9650.1%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$108$12 12.0%6610.1%Consumer Staples
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$1060.0%4,1830.1%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1040.0%7500.1%Retail/Wholesale
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$102$17 -14.5%2,0590.1%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$930.0%5480.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$92$13 16.4%5240.1%Consumer Staples
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$920.0%1,1990.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$88$88 -50.0%660.1%Computer and Technology
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$87$6 -6.3%2,6510.1%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$87$28 48.0%1,8320.1%Finance
Ameren Co. stock logo
AEE
Ameren
$850.0%1,1490.1%Utilities
Invesco QQQ stock logo
QQQ
Invesco QQQ
$840.0%1890.1%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$810.0%2780.1%Industrial Products
Alphabet Inc. stock logo
GOOG
Alphabet
$770.0%5000.1%Computer and Technology
T. Rowe Price Group, Inc. stock logo
TROW
T. Rowe Price Group
$740.0%6000.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$730.0%1500.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$730.0%4000.1%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$730.0%200.1%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$72$25 -25.5%3500.0%Multi-Sector Conglomerates
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$710.0%2830.0%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$70$29 70.6%2,3460.0%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$67$40 -37.3%5810.0%Medical
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$660.0%1,0220.0%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$64$8 13.5%1,2720.0%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$63$63 New Holding7830.0%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$620.0%1080.0%Computer and Technology
iShares U.S. Financial Services ETF stock logo
IYG
iShares U.S. Financial Services ETF
$60$40 200.0%9000.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$58$17 42.1%3610.0%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$580.0%4350.0%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$580.0%3000.0%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$580.0%1,0000.0%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$570.0%2950.0%ETF
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$560.0%190.0%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$560.0%1,4540.0%Finance
AT&T Inc. stock logo
T
AT&T
$50$28 126.5%2,8240.0%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$50$12 32.3%1760.0%Retail/Wholesale
Canadian National Railway stock logo
CNI
Canadian National Railway
$490.0%3700.0%Transportation
Globe Life Inc. stock logo
GL
Globe Life
$49$49 New Holding4180.0%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$490.0%3110.0%ETF
Ford Motor stock logo
F
Ford Motor
$480.0%3,5800.0%Auto/Tires/Trucks
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$410.0%1,4000.0%Transportation
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$400.0%6000.0%ETF
EOG Resources, Inc. stock logo
EOG
EOG Resources
$390.0%3000.0%Oils/Energy
The Boeing Company stock logo
BA
Boeing
$390.0%2000.0%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$350.0%890.0%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$35$35 New Holding1340.0%Retail/Wholesale
Marriott International, Inc. stock logo
MAR
Marriott International
$340.0%1340.0%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$29$29 New Holding830.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$28$22 400.0%4600.0%ETF
Chevron Co. stock logo
CVX
Chevron
$28$30 -51.8%1770.0%Oils/Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$28$20 230.3%1090.0%Business Services
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$27$2 -5.4%3140.0%ETF
Phillips 66 stock logo
PSX
Phillips 66
$26$26 New Holding1590.0%Oils/Energy
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$260.0%4680.0%Medical
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$25$10 68.8%1,0770.0%Manufacturing
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$230.0%3320.0%Utilities
Analog Devices, Inc. stock logo
ADI
Analog Devices
$23$23 New Holding1120.0%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$23$15 181.8%310.0%Retail/Wholesale
Under Armour, Inc. stock logo
UAA
Under Armour
$230.0%3,0000.0%Consumer Discretionary
Under Armour, Inc. stock logo
UA
Under Armour
$220.0%3,0210.0%Consumer Discretionary
HP Inc. stock logo
HPQ
HP
$220.0%7000.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$21$21 New Holding750.0%Industrial Products
3M stock logo
MMM
3M
$210.0%1960.0%Multi-Sector Conglomerates
Chubb Limited stock logo
CB
Chubb
$21$21 New Holding790.0%Finance
Accenture plc stock logo
ACN
Accenture
$20$20 New Holding560.0%Business Services
Aflac Incorporated stock logo
AFL
Aflac
$20$20 New Holding2290.0%Finance
Manulife Financial Co. stock logo
MFC
Manulife Financial
$190.0%7220.0%Finance
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$18$17 1,650.0%700.0%Transportation
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$18$77 -81.1%1510.0%Oils/Energy
General Dynamics Co. stock logo
GD
General Dynamics
$17$17 New Holding600.0%Aerospace
Adobe Inc. stock logo
ADBE
Adobe
$170.0%330.0%Computer and Technology
BlackRock, Inc. stock logo
BLK
BlackRock
$17$17 New Holding200.0%Finance
RTX Co. stock logo
RTX
RTX
$17$5 37.5%1650.0%Aerospace
Paychex, Inc. stock logo
PAYX
Paychex
$16$16 New Holding1270.0%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$16$16 New Holding2420.0%Utilities
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$15$15 New Holding660.0%Aerospace
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$15$15 New Holding140.0%Industrial Products
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$150.0%1090.0%Computer and Technology
Target Co. stock logo
TGT
Target
$14$14 New Holding760.0%Retail/Wholesale
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$140.0%1000.0%Retail/Wholesale
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$14$14 New Holding540.0%Medical
Appian Co. stock logo
APPN
Appian
$130.0%3140.0%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$130.0%490.0%Finance
Hewlett Packard Enterprise stock logo
HPE
Hewlett Packard Enterprise
$130.0%7000.0%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$13$13 New Holding1090.0%Industrial Products
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$130.0%2420.0%ETF
Medtronic plc stock logo
MDT
Medtronic
$12$12 New Holding1300.0%Medical
Alliant Energy Co. stock logo
LNT
Alliant Energy
$120.0%2280.0%Utilities
Comcast Co. stock logo
CMCSA
Comcast
$11$11 New Holding2440.0%Consumer Discretionary
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$11$11 New Holding420.0%Basic Materials
Oracle Co. stock logo
ORCL
Oracle
$110.0%870.0%Computer and Technology
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$110.0%3690.0%Finance
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$11$11 New Holding1240.0%Utilities
Starbucks Co. stock logo
SBUX
Starbucks
$100.0%1000.0%Retail/Wholesale
EnLink Midstream, LLC stock logo
ENLC
EnLink Midstream
$100.0%6790.0%Oils/Energy
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$9$9 New Holding900.0%Consumer Staples
NIKE, Inc. stock logo
NKE
NIKE
$9$9 New Holding890.0%Consumer Discretionary
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$9$9 New Holding3360.0%Manufacturing
Mastercard Incorporated stock logo
MA
Mastercard
$80.0%160.0%Business Services
Kenvue Inc. stock logo
KVUE
Kenvue
$80.0%3690.0%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$80.0%2610.0%Medical
Shell plc stock logo
SHEL
Shell
$80.0%1070.0%Oils/Energy
The Clorox Company stock logo
CLX
Clorox
$8$8 New Holding490.0%Consumer Staples
Halliburton stock logo
HAL
Halliburton
$80.0%1820.0%Oils/Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$8$8 New Holding1740.0%Finance
Eversource Energy stock logo
ES
Eversource Energy
$7$7 New Holding1120.0%Utilities
PPG Industries, Inc. stock logo
PPG
PPG Industries
$7$7 New Holding460.0%Basic Materials
Schlumberger Limited stock logo
SLB
Schlumberger
$60.0%930.0%Oils/Energy
American Tower Co. stock logo
AMT
American Tower
$60.0%300.0%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$60.0%1260.0%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$5$5 New Holding700.0%ETF
SMOG
VanEck Low Carbon Energy ETF
$50.0%500.0%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$50.0%330.0%Oils/Energy
Snowflake Inc. stock logo
SNOW
Snowflake
$50.0%290.0%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$50.0%150.0%Computer and Technology
Marathon Oil Co. stock logo
MRO
Marathon Oil
$50.0%1630.0%Oils/Energy
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$50.0%2040.0%ETF
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$40.0%260.0%Medical
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$3$1 32.4%490.0%ETF
Fiverr International Ltd. stock logo
FVRR
Fiverr International
$30.0%980.0%Retail/Wholesale
GSK plc stock logo
GSK
GSK
$20.0%460.0%Medical
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$2$2 -47.7%1680.0%Consumer Discretionary
Viavi Solutions Inc. stock logo
VIAV
Viavi Solutions
$10.0%80.0%Computer and Technology
Haleon plc stock logo
HLN
Haleon
$10.0%580.0%Medical
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$10.0%10.0%Computer and Technology
Organon & Co. stock logo
OGN
Organon & Co.
$10.0%320.0%Medical
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$0$206 -100.0%00.0%ETF
BKAG
BNY Mellon Core Bond ETF
$0$171 -100.0%00.0%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$0$64 -100.0%00.0%ETF
BKMC
BNY Mellon US Mid Cap Core Equity ETF
$0$58 -100.0%00.0%ETF
BNY Mellon International Equity ETF stock logo
BKIE
BNY Mellon International Equity ETF
$0$45 -100.0%00.0%ETF
BNY Mellon High Yield Beta ETF stock logo
BKHY
BNY Mellon High Yield Beta ETF
$0$42 -100.0%00.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$0$39 -100.0%00.0%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$0$35 -100.0%00.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$0$35 -100.0%00.0%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$0$23 -100.0%00.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$0$19 -100.0%00.0%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$0$17 -100.0%00.0%Computer and Technology
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$0$15 -100.0%00.0%Computer and Technology
iShares U.S. Industrials ETF stock logo
IYJ
iShares U.S. Industrials ETF
$0$13 -100.0%00.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$0$12 -100.0%00.0%Manufacturing
BKEM
BNY Mellon Emerging Markets Equity ETF
$0$12 -100.0%00.0%ETF
BKSE
BNY Mellon US Small Cap Core Equity ETF
$0$10 -100.0%00.0%ETF
PubMatic, Inc. stock logo
PUBM
PubMatic
$0$9 -100.0%00.0%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$0$9 -100.0%00.0%Manufacturing
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$0$9 -100.0%00.0%Manufacturing
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$0$9 -100.0%00.0%ETF
HYDB
iShares High Yield Bond Factor ETF
$0$8 -100.0%00.0%ETF
iShares Fallen Angels USD Bond ETF stock logo
FALN
iShares Fallen Angels USD Bond ETF
$0$6 -100.0%00.0%Manufacturing
SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg Barclays 1-10 Year TIPS ETF
$0$5 -100.0%00.0%ETF
The New York Times Company stock logo
NYT
New York Times
$0$4 -100.0%00.0%Consumer Staples
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$0$4 -100.0%00.0%ETF
Lemonade, Inc. stock logo
LMND
Lemonade
$0$3 -100.0%00.0%Finance
Corbus Pharmaceuticals Holdings, Inc. stock logo
CRBP
Corbus Pharmaceuticals
$0-100.0%00.0%Medical
Clover Health Investments, Corp. stock logo
CLOV
Clover Health Investments
$0-100.0%00.0%Medical
Vanguard Emerging Markets Government Bond ETF stock logo
VWOB
Vanguard Emerging Markets Government Bond ETF
$0-100.0%00.0%ETF

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