$290Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
A | AGILENT TECHNOLOGIES INC | 0.07 | 1,385 | 201,532 | REDUCED | -2.46 | |
AAL | AMERICAN AIRLS GROUP INC | 0.01 | 1,538 | 23,609 | ADDED | 15.81 | |
AAPL | APPLE INC | 1.67 | 28,343 | 4,860,310 | REDUCED | -0.5 | |
AAXJ | ISHARES TR | 0.48 | 12,884 | 1,406,550 | ADDED | 0.15 | |
AAXJ | ISHARES TR | 0.18 | 5,130 | 517,156 | REDUCED | -6.27 | |
AAXJ | ISHARES TR | 0.16 | 4,204 | 452,351 | ADDED | 5.92 | |
AAXJ | ISHARES TR | 0.10 | 4,050 | 294,962 | UNCHANGED | 0.00 | |
AAXJ | ISHARES TR | 0.05 | 1,503 | 155,997 | UNCHANGED | 0.00 | |
AAXJ | ISHARES TR | 0.02 | 925 | 58,581 | UNCHANGED | 0.00 | |
AAXJ | ISHARES TR | 0.02 | 423 | 46,759 | NEW | ||
AAXJ | ISHARES TR | 0.01 | 654 | 38,618 | REDUCED | -13.26 | |
AAXJ | ISHARES TR | 0.01 | 472 | 25,657 | UNCHANGED | 0.00 | |
ABBV | ABBVIE INC | 0.31 | 4,948 | 901,032 | ADDED | 9.49 | |
ABNB | AIRBNB INC | 0.01 | 100 | 16,496 | UNCHANGED | 0.00 | |
ABT | ABBOTT LABS | 0.16 | 4,090 | 464,870 | ADDED | 7.15 | |
ACM | AECOM | 0.01 | 383 | 37,565 | ADDED | 6.09 | |
ACN | ACCENTURE PLC IRELAND | 0.38 | 3,201 | 1,109,500 | ADDED | 0.63 | |
ACTX | GLOBAL X FDS | 0.03 | 4,580 | 80,105 | REDUCED | -11.58 | |
ACTX | GLOBAL X FDS | 0.01 | 800 | 31,848 | UNCHANGED | 0.00 | |
ACWF | ISHARES TR | 2.09 | 153,419 | 6,084,600 | ADDED | 11.03 | |
ACWF | ISHARES TR | 2.03 | 93,010 | 5,913,580 | REDUCED | -2.45 | |
ACWF | ISHARES TR | 1.49 | 80,364 | 4,324,390 | REDUCED | -1.85 | |
ACWF | ISHARES TR | 0.24 | 12,169 | 706,528 | REDUCED | -2.68 | |
ACWF | ISHARES TR | 0.07 | 7,714 | 191,385 | REDUCED | -7.89 | |
ACWF | ISHARES TR | 0.05 | 2,320 | 146,880 | REDUCED | -1.9 | |
ACWF | ISHARES TR | 0.05 | 5,345 | 133,893 | REDUCED | -3.35 | |
ACWF | ISHARES TR | 0.03 | 1,254 | 72,544 | REDUCED | -26.02 | |
ACWF | ISHARES TR | 0.01 | 790 | 29,049 | UNCHANGED | 0.00 | |
ACWV | ISHARES INC | 0.06 | 2,500 | 170,275 | REDUCED | -8.42 | |
ADBE | ADOBE INC | 0.00 | 31.00 | 15,643 | NEW | ||
ADI | ANALOG DEVICES INC | 0.04 | 602 | 119,070 | UNCHANGED | 0.00 | |
ADM | ARCHER DANIELS MIDLAND CO | 0.02 | 806 | 50,625 | REDUCED | -1.83 | |
ADP | AUTOMATIC DATA PROCESSING IN | 0.04 | 492 | 122,873 | UNCHANGED | 0.00 | |
AEMB | AMERICAN CENTY ETF TR | 0.05 | 2,675 | 154,553 | ADDED | 33.75 | |
AEMB | AMERICAN CENTY ETF TR | 0.02 | 735 | 47,232 | UNCHANGED | 0.00 | |
AEP | AMERICAN ELEC PWR CO INC | 0.02 | 786 | 67,675 | ADDED | 0.38 | |
AFK | VANECK ETF TRUST | 0.01 | 405 | 36,410 | UNCHANGED | 0.00 | |
AFL | AFLAC INC | 0.06 | 1,954 | 167,771 | UNCHANGED | 0.00 | |
AGCO | AGCO CORP | 0.05 | 1,100 | 135,322 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 2.61 | 77,637 | 7,603,770 | ADDED | 17.25 | |
AGG | ISHARES TR | 0.40 | 3,442 | 1,160,240 | REDUCED | -6.11 | |
AGG | ISHARES TR | 0.36 | 2,017 | 1,060,400 | ADDED | 17.2 | |
AGG | ISHARES TR | 0.24 | 8,435 | 689,815 | ADDED | 76.46 | |
AGG | ISHARES TR | 0.08 | 3,885 | 235,975 | ADDED | 400 | |
AGG | ISHARES TR | 0.08 | 1,250 | 223,888 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.07 | 790 | 213,932 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.06 | 1,555 | 171,874 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.06 | 2,253 | 168,547 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.05 | 1,732 | 138,318 | ADDED | 238 | |
AGG | ISHARES TR | 0.05 | 443 | 132,936 | ADDED | 14.77 | |
AGG | ISHARES TR | 0.04 | 826 | 131,178 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.04 | 1,536 | 129,700 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.04 | 930 | 109,006 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.02 | 765 | 65,232 | ADDED | 537 | |
AGG | ISHARES TR | 0.02 | 474 | 54,653 | REDUCED | -0.42 | |
AGG | ISHARES TR | 0.02 | 350 | 48,027 | REDUCED | -6.17 | |
AGG | ISHARES TR | 0.01 | 186 | 34,747 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.01 | 303 | 28,682 | NEW | ||
AGG | ISHARES TR | 0.01 | 130 | 16,995 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.00 | 112 | 13,797 | UNCHANGED | 0.00 | |
AGT | ISHARES TR | 0.43 | 25,029 | 1,250,200 | NEW | ||
AGT | ISHARES TR | 0.18 | 6,675 | 533,400 | ADDED | 0.74 | |
AGT | ISHARES TR | 0.06 | 6,964 | 166,092 | ADDED | 11.25 | |
AGT | ISHARES TR | 0.01 | 1,030 | 29,077 | UNCHANGED | 0.00 | |
AGZD | WISDOMTREE TR | 0.75 | 43,151 | 2,194,660 | ADDED | 10.35 | |
AGZD | WISDOMTREE TR | 0.44 | 19,479 | 1,270,230 | REDUCED | -0.36 | |
AGZD | WISDOMTREE TR | 0.17 | 4,696 | 509,516 | UNCHANGED | 0.00 | |
AIG | AMERICAN INTL GROUP INC | 0.01 | 333 | 26,031 | ADDED | 18.93 | |
ALB | ALBEMARLE CORP | 0.01 | 188 | 24,768 | ADDED | 18.24 | |
ALC | ALCON AG | 0.00 | 168 | 13,993 | REDUCED | -12.95 | |
AMAT | APPLIED MATLS INC | 0.09 | 1,223 | 252,220 | ADDED | 24.8 | |
AMCR | AMCOR PLC | 0.01 | 2,455 | 23,348 | REDUCED | -10.47 | |
AMD | ADVANCED MICRO DEVICES INC | 0.02 | 296 | 53,426 | ADDED | 40.95 | |
AMGN | AMGEN INC | 0.12 | 1,176 | 334,361 | UNCHANGED | 0.00 | |
AMPS | ISHARES TR | 0.09 | 5,050 | 257,853 | UNCHANGED | 0.00 | |
AMTB | AMERANT BANCORP INC | 0.01 | 1,096 | 25,526 | UNCHANGED | 0.00 | |
AMZN | AMAZON COM INC | 0.36 | 5,798 | 1,045,840 | REDUCED | -1.81 | |
AON | AON PLC | 0.06 | 500 | 166,860 | UNCHANGED | 0.00 | |
AOS | SMITH A O CORP | 0.03 | 1,066 | 95,365 | ADDED | 16.38 | |
APD | AIR PRODS & CHEMS INC | 0.02 | 252 | 61,053 | REDUCED | -10.32 | |
ARE | ALEXANDRIA REAL ESTATE EQ IN | 0.03 | 760 | 97,972 | ADDED | 11.93 | |
ASET | FLEXSHARES TR | 0.32 | 14,066 | 927,087 | REDUCED | -11.37 | |
ASML | ASML HOLDING N V | 0.04 | 108 | 104,812 | ADDED | 25.58 | |
ASR | GRUPO AEROPORTUARIO DEL SURE | 0.05 | 443 | 141,176 | ADDED | 0.45 | |
AVGO | BROADCOM INC | 0.21 | 457 | 605,714 | REDUCED | -33.28 | |
AVY | AVERY DENNISON CORP | 0.12 | 1,600 | 357,200 | ADDED | 60.00 | |
AXP | AMERICAN EXPRESS CO | 0.04 | 496 | 112,936 | ADDED | 15.35 | |
AZN | ASTRAZENECA PLC | 0.03 | 1,062 | 71,951 | ADDED | 6.63 | |
BA | BOEING CO | 0.08 | 1,220 | 235,449 | ADDED | 0.16 | |
BAB | INVESCO EXCH TRADED FD TR II | 0.01 | 244 | 44,587 | UNCHANGED | 0.00 | |
BAC | BANK AMERICA CORP | 0.19 | 14,907 | 565,274 | ADDED | 3.92 | |
BAM | BROOKFIELD ASSET MANAGMT LTD | 0.01 | 1,054 | 44,290 | UNCHANGED | 0.00 | |
BAX | BAXTER INTL INC | 0.01 | 666 | 28,465 | NEW | ||
BBAX | J P MORGAN EXCHANGE TRADED F | 0.06 | 3,990 | 166,064 | REDUCED | -7.64 | |
BDX | BECTON DICKINSON & CO | 0.06 | 680 | 168,266 | REDUCED | -25.85 | |
BGRN | ISHARES TR | 0.41 | 29,530 | 1,189,170 | ADDED | 2.55 | |
BGRN | ISHARES TR | 0.06 | 6,463 | 160,962 | ADDED | 22.68 | |
BGRN | ISHARES TR | 0.05 | 5,745 | 136,731 | ADDED | 4.26 | |
BGRN | ISHARES TR | 0.01 | 930 | 23,409 | REDUCED | -13.08 | |
BIL | SPDR SER TR | 0.17 | 11,325 | 484,710 | UNCHANGED | 0.00 | |
BIL | SPDR SER TR | 0.05 | 5,030 | 155,075 | UNCHANGED | 0.00 | |
BIL | SPDR SER TR | 0.02 | 443 | 58,140 | REDUCED | -14.48 | |
BIL | SPDR SER TR | 0.02 | 570 | 54,088 | UNCHANGED | 0.00 | |
BIL | SPDR SER TR | 0.01 | 718 | 20,765 | NEW | ||
BIL | SPDR SER TR | 0.01 | 711 | 19,866 | NEW | ||
BIO | BIO RAD LABS INC | 0.02 | 200 | 69,174 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 0.16 | 6,288 | 456,698 | ADDED | 8.62 | |
BIV | VANGUARD BD INDEX FDS | 0.01 | 250 | 19,168 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 0.01 | 240 | 18,096 | UNCHANGED | 0.00 | |
BK | BANK NEW YORK MELLON CORP | 0.02 | 879 | 50,648 | UNCHANGED | 0.00 | |
BMY | BRISTOL-MYERS SQUIBB CO | 0.07 | 4,017 | 217,843 | ADDED | 4.31 | |
BNDW | VANGUARD SCOTTSDALE FDS | 3.72 | 185,024 | 10,833,200 | ADDED | 16.3 | |
BNDW | VANGUARD SCOTTSDALE FDS | 1.47 | 73,759 | 4,283,190 | ADDED | 35.48 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.16 | 5,910 | 464,763 | UNCHANGED | 0.00 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.04 | 1,488 | 119,799 | NEW | ||
BNDX | VANGUARD CHARLOTTE FDS | 2.46 | 145,403 | 7,152,370 | REDUCED | -5.06 | |
BNS | BANK NOVA SCOTIA HALIFAX | 0.05 | 2,957 | 153,114 | ADDED | 0.31 | |
BP | BP PLC | 0.05 | 4,000 | 150,721 | ADDED | 15.81 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 1.15 | 163,067 | 3,331,460 | ADDED | 7.35 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 1.09 | 151,526 | 3,177,490 | ADDED | 9.24 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 1.05 | 159,459 | 3,063,210 | ADDED | 12.69 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 1.02 | 154,531 | 2,980,900 | ADDED | 12.76 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 1.01 | 147,230 | 2,954,910 | ADDED | 11.57 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 1.01 | 160,486 | 2,936,890 | ADDED | 10.65 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.96 | 172,306 | 2,777,570 | ADDED | 15.92 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.90 | 159,653 | 2,616,710 | ADDED | 19.92 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.19 | 24,525 | 542,493 | ADDED | 56.66 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.17 | 21,260 | 499,185 | ADDED | 43.5 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.16 | 19,660 | 456,899 | ADDED | 48.32 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.14 | 19,330 | 411,923 | ADDED | 19.69 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.12 | 15,250 | 360,739 | ADDED | 32.67 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.09 | 11,515 | 271,353 | ADDED | 5.69 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.08 | 9,100 | 221,494 | ADDED | 10.3 | |
BSAE | INVESCO EXCH TRD SLF IDX FD | 0.05 | 5,775 | 143,105 | ADDED | 3.4 | |
BTI | BRITISH AMERN TOB PLC | 0.01 | 682 | 20,801 | ADDED | 64.73 | |
BUD | ANHEUSER BUSCH INBEV SA/NV | 0.01 | 423 | 25,711 | ADDED | 29.36 | |
BX | BLACKSTONE INC | 0.01 | 304 | 39,937 | ADDED | 328 | |
C | CITIGROUP INC | 0.04 | 1,852 | 117,122 | ADDED | 11.7 | |
CACG | LEGG MASON ETF INVT | 0.02 | 764 | 51,257 | REDUCED | -35.74 | |
CAE | CAE INC | 0.02 | 2,612 | 53,912 | REDUCED | -7.47 | |
CARR | CARRIER GLOBAL CORPORATION | 0.06 | 3,258 | 189,389 | REDUCED | -1.24 | |
CARZ | FIRST TR EXCHANGE TRADED FD | 0.02 | 547 | 59,946 | UNCHANGED | 0.00 | |
CARZ | FIRST TR EXCHANGE TRADED FD | 0.02 | 1,180 | 56,074 | UNCHANGED | 0.00 | |
CAT | CATERPILLAR INC | 0.27 | 2,114 | 774,634 | ADDED | 3.02 | |
CB | CHUBB LIMITED | 0.02 | 215 | 55,713 | UNCHANGED | 0.00 | |
CCI | CROWN CASTLE INC | 0.02 | 632 | 66,885 | ADDED | 5.33 | |
CEF | SPROTT PHYSICAL GOLD & SILVE | 0.03 | 4,740 | 96,412 | UNCHANGED | 0.00 | |
CHD | CHURCH & DWIGHT CO INC | 0.01 | 268 | 27,956 | UNCHANGED | 0.00 | |
CI | THE CIGNA GROUP | 0.10 | 836 | 303,698 | REDUCED | -1.76 | |
CL | COLGATE PALMOLIVE CO | 0.11 | 3,465 | 312,024 | ADDED | 2.97 | |
CLX | CLOROX CO DEL | 0.08 | 1,549 | 237,168 | UNCHANGED | 0.00 | |
CMCSA | COMCAST CORP NEW | 0.05 | 3,388 | 146,870 | UNCHANGED | 0.00 | |
CMI | CUMMINS INC | 0.00 | 50.00 | 14,733 | REDUCED | -13.79 | |
COIN | COINBASE GLOBAL INC | 0.02 | 200 | 53,024 | REDUCED | -50.00 | |
COP | CONOCOPHILLIPS | 0.13 | 2,882 | 366,822 | ADDED | 90.86 | |
COST | COSTCO WHSL CORP NEW | 0.04 | 138 | 101,103 | ADDED | 7.81 | |
CP | CANADIAN PACIFIC KANSAS CITY | 0.00 | 178 | 15,695 | UNCHANGED | 0.00 | |
CRM | SALESFORCE INC | 0.19 | 1,841 | 554,473 | ADDED | 16.81 | |
CRWD | CROWDSTRIKE HLDGS INC | 0.01 | 50.00 | 16,030 | UNCHANGED | 0.00 | |
CSCO | CISCO SYS INC | 0.27 | 15,938 | 795,466 | REDUCED | -8.88 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.42 | 31,505 | 1,212,000 | REDUCED | -2.29 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.15 | 12,570 | 442,339 | REDUCED | -6.68 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.04 | 3,150 | 123,732 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.04 | 6,435 | 119,305 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.03 | 510 | 86,379 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.01 | 681 | 30,809 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.01 | 264 | 28,573 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.00 | 750 | 15,488 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.00 | 300 | 13,638 | UNCHANGED | 0.00 | |
CSX | CSX CORP | 0.00 | 353 | 13,087 | ADDED | 74.75 | |
CTLP | CANTALOUPE INC | 0.01 | 4,250 | 27,328 | UNCHANGED | 0.00 | |
CTVA | CORTEVA INC | 0.01 | 315 | 18,167 | UNCHANGED | 0.00 | |
CVS | CVS HEALTH CORP | 0.06 | 2,356 | 187,915 | ADDED | 1.86 | |
CVX | CHEVRON CORP NEW | 0.26 | 4,877 | 769,257 | REDUCED | -1.1 | |
CWI | SPDR INDEX SHS FDS | 0.40 | 11,352 | 1,177,020 | ADDED | 18.5 | |
CWI | SPDR INDEX SHS FDS | 0.15 | 7,705 | 429,939 | REDUCED | -2.53 | |
CWI | SPDR INDEX SHS FDS | 0.04 | 1,630 | 124,027 | REDUCED | -0.31 | |
D | DOMINION ENERGY INC | 0.02 | 1,189 | 58,487 | REDUCED | -2.06 | |
DAL | DELTA AIR LINES INC DEL | 0.09 | 5,463 | 261,514 | REDUCED | -10.1 | |
DD | DUPONT DE NEMOURS INC | 0.03 | 980 | 75,137 | UNCHANGED | 0.00 | |
DE | DEERE & CO | 0.08 | 595 | 244,392 | REDUCED | -3.41 | |
DELL | DELL TECHNOLOGIES INC | 0.12 | 3,153 | 359,789 | ADDED | 2.1 | |
DEO | DIAGEO PLC | 0.01 | 271 | 40,309 | ADDED | 24.88 | |
DFAC | DIMENSIONAL ETF TRUST | 3.09 | 219,952 | 8,996,040 | ADDED | 5.37 | |
DFAC | DIMENSIONAL ETF TRUST | 0.93 | 108,430 | 2,717,260 | ADDED | 31.12 | |
DFAC | DIMENSIONAL ETF TRUST | 0.82 | 64,764 | 2,380,080 | ADDED | 25.77 | |
DFAC | DIMENSIONAL ETF TRUST | 0.68 | 57,188 | 1,967,840 | ADDED | 12.52 | |
DFAC | DIMENSIONAL ETF TRUST | 0.48 | 41,801 | 1,407,440 | ADDED | 49.79 | |
DFAC | DIMENSIONAL ETF TRUST | 0.48 | 25,829 | 1,405,870 | ADDED | 3.92 | |
DFAC | DIMENSIONAL ETF TRUST | 0.15 | 13,290 | 427,938 | ADDED | 105 | |
DFS | DISCOVER FINL SVCS | 0.01 | 166 | 21,761 | UNCHANGED | 0.00 | |
DGX | QUEST DIAGNOSTICS INC | 0.05 | 1,175 | 156,405 | UNCHANGED | 0.00 | |
DHR | DANAHER CORPORATION | 0.05 | 600 | 149,832 | REDUCED | -2.44 | |
DIS | DISNEY WALT CO | 0.26 | 6,205 | 759,245 | ADDED | 1.09 | |
DMXF | ISHARES TR | 0.07 | 8,260 | 210,465 | NEW | ||
DMXF | ISHARES TR | 0.06 | 8,030 | 183,245 | ADDED | 20.21 | |
DMXF | ISHARES TR | 0.05 | 7,080 | 145,070 | ADDED | 82.71 | |
DMXF | ISHARES TR | 0.04 | 5,265 | 130,625 | ADDED | 99.81 | |
DMXF | ISHARES TR | 0.02 | 1,140 | 49,967 | REDUCED | -69.31 | |
DMXF | ISHARES TR | 0.02 | 2,320 | 49,648 | ADDED | 20.83 | |
DMXF | ISHARES TR | 0.01 | 600 | 23,502 | UNCHANGED | 0.00 | |
DOW | DOW INC | 0.00 | 242 | 14,020 | UNCHANGED | 0.00 | |
DRN | DIREXION SHS ETF TR | 0.02 | 1,120 | 52,114 | NEW | ||
DUK | DUKE ENERGY CORP NEW | 0.03 | 1,033 | 99,902 | UNCHANGED | 0.00 | |
DWMF | WISDOMTREE TR | 0.65 | 37,710 | 1,896,440 | ADDED | 3.23 | |
E | ENI S P A | 0.01 | 626 | 19,857 | REDUCED | -3.54 | |
EBAY | EBAY INC. | 0.01 | 531 | 28,027 | ADDED | 17.22 | |
ECL | ECOLAB INC | 0.05 | 648 | 149,624 | UNCHANGED | 0.00 | |
ED | CONSOLIDATED EDISON INC | 0.12 | 3,727 | 338,449 | UNCHANGED | 0.00 | |
EDV | VANGUARD WORLD FD | 0.67 | 34,142 | 1,962,140 | ADDED | 16.45 | |
EDV | VANGUARD WORLD FD | 0.52 | 16,326 | 1,521,420 | ADDED | 1.49 | |
EDV | VANGUARD WORLD FD | 0.03 | 283 | 81,111 | UNCHANGED | 0.00 | |
EFX | EQUIFAX INC | 0.01 | 111 | 29,695 | UNCHANGED | 0.00 | |
EL | LAUDER ESTEE COS INC | 0.01 | 200 | 30,830 | REDUCED | -2.91 | |
ELV | ELEVANCE HEALTH INC | 0.11 | 625 | 324,088 | ADDED | 1.46 | |
EME | EMCOR GROUP INC | 0.01 | 49.00 | 17,160 | UNCHANGED | 0.00 | |
EMGF | ISHARES INC | 0.18 | 15,950 | 514,069 | REDUCED | -9.62 | |
EMN | EASTMAN CHEM CO | 0.01 | 350 | 35,077 | UNCHANGED | 0.00 | |
EMR | EMERSON ELEC CO | 0.07 | 1,689 | 191,567 | ADDED | 4.91 | |
ENPH | ENPHASE ENERGY INC | 0.06 | 1,421 | 171,913 | ADDED | 337 | |
ES | EVERSOURCE ENERGY | 0.01 | 675 | 40,345 | UNCHANGED | 0.00 | |
ESE | ESCO TECHNOLOGIES INC | 0.02 | 625 | 66,907 | UNCHANGED | 0.00 | |
EW | EDWARDS LIFESCIENCES CORP | 0.06 | 1,758 | 167,996 | ADDED | 5.9 | |
EXC | EXELON CORP | 0.01 | 927 | 34,828 | ADDED | 166 | |
F | FORD MTR CO DEL | 0.05 | 11,622 | 154,341 | ADDED | 1.82 | |
FBCG | FIDELITY COVINGTON TRUST | 0.01 | 743 | 44,135 | UNCHANGED | 0.00 | |
FBCG | FIDELITY COVINGTON TRUST | 0.01 | 522 | 43,055 | UNCHANGED | 0.00 | |
FBHS | FORTUNE BRANDS INNOVATIONS I | 0.02 | 655 | 55,459 | ADDED | 16.34 | |
FCX | FREEPORT-MCMORAN INC | 0.03 | 2,132 | 100,247 | ADDED | 5.54 | |
FDL | FIRST TR MORNINGSTAR DIVID L | 0.01 | 800 | 30,784 | UNCHANGED | 0.00 | |
FDS | FACTSET RESH SYS INC | 0.04 | 225 | 102,238 | UNCHANGED | 0.00 | |
FNDA | SCHWAB STRATEGIC TR | 0.95 | 48,267 | 2,752,670 | REDUCED | -0.65 | |
FNDA | SCHWAB STRATEGIC TR | 0.59 | 35,165 | 1,724,840 | ADDED | 50.72 | |
FNDA | SCHWAB STRATEGIC TR | 0.44 | 19,115 | 1,288,160 | REDUCED | -2.08 | |
FNDA | SCHWAB STRATEGIC TR | 0.20 | 16,041 | 568,964 | REDUCED | -1.76 | |
FNDA | SCHWAB STRATEGIC TR | 0.12 | 9,574 | 340,931 | REDUCED | -4.35 | |
FNDA | SCHWAB STRATEGIC TR | 0.03 | 894 | 72,799 | UNCHANGED | 0.00 | |
FNDA | SCHWAB STRATEGIC TR | 0.02 | 621 | 50,072 | UNCHANGED | 0.00 | |
FSLR | FIRST SOLAR INC | 0.06 | 960 | 162,049 | REDUCED | -9.09 | |
FTV | FORTIVE CORP | 0.01 | 300 | 25,806 | UNCHANGED | 0.00 | |
GBIL | GOLDMAN SACHS ETF TR | 0.01 | 275 | 28,543 | UNCHANGED | 0.00 | |
GD | GENERAL DYNAMICS CORP | 0.09 | 962 | 271,756 | REDUCED | -0.52 | |
GE | GENERAL ELECTRIC CO | 0.12 | 2,003 | 351,588 | REDUCED | -2.91 | |
GIL | GILDAN ACTIVEWEAR INC | 0.02 | 1,910 | 70,919 | ADDED | 24.84 | |
GILD | GILEAD SCIENCES INC | 0.01 | 377 | 27,616 | REDUCED | -25.05 | |
GIS | GENERAL MLS INC | 0.00 | 214 | 14,974 | UNCHANGED | 0.00 | |
GLD | SPDR GOLD TR | 0.04 | 491 | 101,009 | UNCHANGED | 0.00 | |
GLW | CORNING INC | 0.05 | 4,706 | 155,110 | UNCHANGED | 0.00 | |
GM | GENERAL MTRS CO | 0.06 | 3,874 | 175,687 | REDUCED | -5.63 | |
GOOG | ALPHABET INC | 0.34 | 6,604 | 996,743 | ADDED | 3.41 | |
GOOG | ALPHABET INC | 0.31 | 5,862 | 892,529 | ADDED | 13.3 | |
GPC | GENUINE PARTS CO | 0.04 | 827 | 128,128 | UNCHANGED | 0.00 | |
GPS | GAP INC | 0.02 | 2,248 | 61,933 | ADDED | 0.72 | |
GRMN | GARMIN LTD | 0.02 | 418 | 62,228 | UNCHANGED | 0.00 | |
GS | GOLDMAN SACHS GROUP INC | 0.06 | 448 | 187,126 | ADDED | 8.21 | |
GSK | GSK PLC | 0.06 | 3,712 | 159,134 | ADDED | 0.27 | |
GTLS | CHART INDS INC | 0.02 | 325 | 53,534 | UNCHANGED | 0.00 | |
GTY | GETTY RLTY CORP NEW | 0.01 | 607 | 16,602 | UNCHANGED | 0.00 | |
GUSH | DIREXION SHS ETF TR | 0.03 | 1,005 | 79,978 | NEW | ||
GUSH | DIREXION SHS ETF TR | 0.01 | 200 | 17,236 | NEW | ||
GXO | GXO LOGISTICS INCORPORATED | 0.02 | 1,075 | 57,792 | UNCHANGED | 0.00 | |
HAL | HALLIBURTON CO | 0.01 | 1,125 | 44,348 | UNCHANGED | 0.00 | |
HASI | HANNON ARMSTRONG SUST INFR C | 0.02 | 2,062 | 58,562 | ADDED | 4.67 | |
HD | HOME DEPOT INC | 0.53 | 4,011 | 1,538,620 | ADDED | 0.93 | |
HLN | HALEON PLC | 0.01 | 3,691 | 31,337 | ADDED | 0.41 | |
HON | HONEYWELL INTL INC | 0.07 | 968 | 198,683 | REDUCED | -1.53 | |
HPE | HEWLETT PACKARD ENTERPRISE C | 0.02 | 3,366 | 59,680 | UNCHANGED | 0.00 | |
HPQ | HP INC | 0.07 | 6,911 | 208,851 | ADDED | 2.37 | |
HSBC | HSBC HLDGS PLC | 0.01 | 1,049 | 41,289 | ADDED | 17.21 | |
HXL | HEXCEL CORP NEW | 0.02 | 710 | 51,724 | UNCHANGED | 0.00 | |
HYRM | DBX ETF TR | 0.02 | 2,135 | 66,003 | UNCHANGED | 0.00 | |
IBCE | ISHARES TR | 3.52 | 94,475 | 10,232,600 | ADDED | 25.31 | |
IBCE | ISHARES TR | 0.03 | 1,393 | 94,529 | UNCHANGED | 0.00 | |
IBM | INTERNATIONAL BUSINESS MACHS | 0.32 | 4,937 | 942,770 | ADDED | 0.55 | |
IDXX | IDEXX LABS INC | 0.16 | 838 | 452,462 | UNCHANGED | 0.00 | |
IIGD | INVESCO EXCHNG TRAD SLF INDE | 1.07 | 153,633 | 3,111,070 | ADDED | 12.78 | |
IIGD | INVESCO EXCHNG TRAD SLF INDE | 0.99 | 138,465 | 2,887,000 | ADDED | 14.43 | |
IIGD | INVESCO EXCHNG TRAD SLF INDE | 0.17 | 19,009 | 485,015 | ADDED | 49.87 | |
IIGD | INVESCO EXCHNG TRAD SLF INDE | 0.14 | 15,445 | 405,277 | ADDED | 162 | |
INTC | INTEL CORP | 0.07 | 4,376 | 193,289 | REDUCED | -4.37 | |
INTU | INTUIT | 0.02 | 102 | 66,300 | ADDED | 2.00 | |
IPG | INTERPUBLIC GROUP COS INC | 0.05 | 4,479 | 146,150 | REDUCED | -0.6 | |
IR | INGERSOLL RAND INC | 0.02 | 705 | 66,940 | UNCHANGED | 0.00 | |
IRM | IRON MTN INC DEL | 0.05 | 1,941 | 155,658 | UNCHANGED | 0.00 | |
ISRG | INTUITIVE SURGICAL INC | 0.05 | 374 | 149,260 | ADDED | 20.26 | |
ITW | ILLINOIS TOOL WKS INC | 0.08 | 822 | 220,568 | UNCHANGED | 0.00 | |
IVOG | VANGUARD ADMIRAL FDS INC | 0.01 | 194 | 19,691 | REDUCED | -11.42 | |
IVOG | VANGUARD ADMIRAL FDS INC | 0.01 | 100 | 18,047 | UNCHANGED | 0.00 | |
JAMF | WISDOMTREE TR | 0.07 | 4,000 | 193,200 | UNCHANGED | 0.00 | |
JAMF | WISDOMTREE TR | 0.03 | 1,215 | 92,571 | UNCHANGED | 0.00 | |
JAMF | WISDOMTREE TR | 0.01 | 585 | 17,235 | UNCHANGED | 0.00 | |
JCI | JOHNSON CTLS INTL PLC | 0.01 | 349 | 22,797 | ADDED | 11.5 | |
JNJ | JOHNSON & JOHNSON | 0.48 | 8,865 | 1,402,360 | REDUCED | -0.43 | |
JPM | JPMORGAN CHASE & CO | 0.61 | 8,800 | 1,762,640 | ADDED | 1.14 | |
KD | KYNDRYL HLDGS INC | 0.01 | 756 | 16,451 | UNCHANGED | 0.00 | |
KEY | KEYCORP | 0.02 | 3,740 | 59,130 | REDUCED | -3.83 | |
KEYS | KEYSIGHT TECHNOLOGIES INC | 0.01 | 166 | 25,960 | UNCHANGED | 0.00 | |
KHC | KRAFT HEINZ CO | 0.01 | 487 | 17,971 | ADDED | 7.74 | |
KLAC | KLA CORP | 0.01 | 50.00 | 34,929 | UNCHANGED | 0.00 | |
KMB | KIMBERLY-CLARK CORP | 0.03 | 567 | 73,342 | UNCHANGED | 0.00 | |
KMI | KINDER MORGAN INC DEL | 0.00 | 867 | 15,901 | UNCHANGED | 0.00 | |
KO | COCA COLA CO | 0.17 | 8,302 | 507,917 | REDUCED | -1.25 | |
L | LOEWS CORP | 0.03 | 1,200 | 93,948 | UNCHANGED | 0.00 | |
LAD | LITHIA MTRS INC | 0.01 | 100 | 30,086 | UNCHANGED | 0.00 | |
LAMR | LAMAR ADVERTISING CO NEW | 0.01 | 240 | 28,659 | UNCHANGED | 0.00 | |
LEN | LENNAR CORP | 0.01 | 200 | 34,396 | UNCHANGED | 0.00 | |
LHX | L3HARRIS TECHNOLOGIES INC | 0.04 | 480 | 102,288 | UNCHANGED | 0.00 | |
LIN | LINDE PLC | 0.01 | 82.00 | 38,075 | UNCHANGED | 0.00 | |
LLY | ELI LILLY & CO | 0.24 | 890 | 692,385 | ADDED | 36.29 | |
LMT | LOCKHEED MARTIN CORP | 0.01 | 65.00 | 29,567 | REDUCED | -5.8 | |
LNT | ALLIANT ENERGY CORP | 0.06 | 3,430 | 172,872 | NEW | ||
LOW | LOWES COS INC | 0.18 | 2,086 | 531,367 | ADDED | 3.57 | |
LRCX | LAM RESEARCH CORP | 0.09 | 272 | 264,268 | ADDED | 38.07 | |
LULU | LULULEMON ATHLETICA INC | 0.06 | 406 | 158,605 | ADDED | 1.25 | |
LYG | LLOYDS BANKING GROUP PLC | 0.03 | 31,831 | 82,443 | ADDED | 0.31 | |
MA | MASTERCARD INCORPORATED | 0.07 | 455 | 219,116 | ADDED | 13.75 | |
MCD | MCDONALDS CORP | 0.18 | 1,817 | 512,304 | ADDED | 2.48 | |
MCHP | MICROCHIP TECHNOLOGY INC. | 0.00 | 140 | 12,560 | UNCHANGED | 0.00 | |
MCK | MCKESSON CORP | 0.06 | 317 | 170,182 | ADDED | 6.02 | |
MCO | MOODYS CORP | 0.11 | 795 | 312,459 | ADDED | 1.79 | |
MDLZ | MONDELEZ INTL INC | 0.15 | 6,064 | 424,480 | ADDED | 3.57 | |
MDT | MEDTRONIC PLC | 0.07 | 2,472 | 215,436 | ADDED | 3.69 | |
MELI | MERCADOLIBRE INC | 0.01 | 18.00 | 27,216 | ADDED | 20.00 | |
MET | METLIFE INC | 0.01 | 305 | 22,604 | UNCHANGED | 0.00 | |
META | META PLATFORMS INC | 0.12 | 705 | 342,335 | ADDED | 5.22 | |
MFC | MANULIFE FINL CORP | 0.00 | 605 | 15,119 | UNCHANGED | 0.00 | |
MFG | MIZUHO FINANCIAL GROUP INC | 0.05 | 39,807 | 158,432 | ADDED | 6.31 | |
MKC | MCCORMICK & CO INC | 0.03 | 1,246 | 95,706 | UNCHANGED | 0.00 | |
MMC | MARSH & MCLENNAN COS INC | 0.04 | 597 | 122,971 | UNCHANGED | 0.00 | |
MMM | 3M CO | 0.08 | 2,220 | 235,476 | REDUCED | -3.77 | |
MO | ALTRIA GROUP INC | 0.03 | 1,888 | 82,355 | REDUCED | -22.97 | |
MPC | MARATHON PETE CORP | 0.03 | 440 | 88,660 | UNCHANGED | 0.00 | |
MRK | MERCK & CO INC | 0.27 | 5,915 | 780,485 | UNCHANGED | 0.00 | |
MS | MORGAN STANLEY | 0.16 | 4,904 | 461,761 | ADDED | 1.62 | |
MSFT | MICROSOFT CORP | 2.26 | 15,662 | 6,589,320 | ADDED | 1.22 | |
MTB | M & T BK CORP | 0.12 | 2,341 | 340,476 | ADDED | 21.86 | |
MUFG | MITSUBISHI UFJ FINL GROUP IN | 0.01 | 2,063 | 21,105 | REDUCED | -60.4 | |
NDSN | NORDSON CORP | 0.06 | 624 | 171,313 | ADDED | 2.46 | |
NDVG | NUSHARES ETF TR | 0.34 | 23,820 | 990,674 | UNCHANGED | 0.00 | |
NDVG | NUSHARES ETF TR | 0.26 | 19,806 | 769,662 | ADDED | 6.79 | |
NDVG | NUSHARES ETF TR | 0.22 | 18,517 | 633,282 | ADDED | 19.37 | |
NDVG | NUSHARES ETF TR | 0.11 | 11,175 | 307,313 | UNCHANGED | 0.00 | |
NDVG | NUSHARES ETF TR | 0.04 | 4,590 | 125,425 | REDUCED | -73.41 | |
NDVG | NUSHARES ETF TR | 0.04 | 2,800 | 120,853 | UNCHANGED | 0.00 | |
NEE | NEXTERA ENERGY INC | 0.03 | 1,492 | 95,354 | REDUCED | -3.49 | |
NFLX | NETFLIX INC | 0.06 | 313 | 190,066 | ADDED | 13.41 | |
NGG | NATIONAL GRID PLC | 0.01 | 268 | 18,284 | ADDED | 56.73 | |
NKE | NIKE INC | 0.09 | 2,723 | 255,908 | ADDED | 6.16 | |
NNBR | NN INC | 0.02 | 10,822 | 51,297 | UNCHANGED | 0.00 | |
NOW | SERVICENOW INC | 0.03 | 123 | 93,776 | ADDED | 19.42 | |
NSC | NORFOLK SOUTHN CORP | 0.04 | 477 | 121,573 | UNCHANGED | 0.00 | |
NUE | NUCOR CORP | 0.03 | 424 | 83,910 | UNCHANGED | 0.00 | |
NVDA | NVIDIA CORPORATION | 0.50 | 1,604 | 1,449,310 | ADDED | 11.7 | |
NVO | NOVO-NORDISK A S | 0.11 | 2,418 | 310,472 | ADDED | 3.73 | |
NVS | NOVARTIS AG | 0.08 | 2,311 | 223,544 | ADDED | 0.96 | |
NWG | NATWEST GROUP PLC | 0.02 | 6,696 | 45,533 | ADDED | 2.7 | |
ORCL | ORACLE CORP | 0.23 | 5,266 | 661,463 | REDUCED | -8.23 | |
OTIS | OTIS WORLDWIDE CORP | 0.12 | 3,421 | 339,604 | REDUCED | -1.53 | |
OXY | OCCIDENTAL PETE CORP | 0.10 | 4,401 | 286,021 | ADDED | 5.84 | |
PAYX | PAYCHEX INC | 0.04 | 957 | 117,520 | UNCHANGED | 0.00 | |
PEP | PEPSICO INC | 0.38 | 6,238 | 1,091,710 | ADDED | 8.05 | |
PFE | PFIZER INC | 0.08 | 8,578 | 238,040 | REDUCED | -7.98 | |
PG | PROCTER AND GAMBLE CO | 0.42 | 7,506 | 1,217,850 | REDUCED | -0.13 | |
PII | POLARIS INC | 0.02 | 479 | 47,958 | UNCHANGED | 0.00 | |
PM | PHILIP MORRIS INTL INC | 0.08 | 2,523 | 231,158 | ADDED | 3.32 | |
PSO | PEARSON PLC | 0.03 | 7,120 | 93,700 | ADDED | 0.31 | |
PSX | PHILLIPS 66 | 0.08 | 1,368 | 223,450 | UNCHANGED | 0.00 | |
PYPL | PAYPAL HLDGS INC | 0.01 | 365 | 24,452 | ADDED | 8.31 | |
QCOM | QUALCOMM INC | 0.09 | 1,603 | 271,388 | REDUCED | -0.43 | |
QQQ | INVESCO QQQ TR | 0.14 | 908 | 403,162 | UNCHANGED | 0.00 | |
QTEC | FIRST TR NASDAQ 100 TECH IND | 0.01 | 91.00 | 17,352 | UNCHANGED | 0.00 | |
RACE | FERRARI N V | 0.03 | 191 | 83,265 | UNCHANGED | 0.00 | |
RBA | RB GLOBAL INC | 0.04 | 1,470 | 111,970 | ADDED | 0.41 | |
REGN | REGENERON PHARMACEUTICALS | 0.01 | 21.00 | 20,213 | REDUCED | -44.74 | |
RELX | RELX PLC | 0.07 | 4,589 | 198,659 | ADDED | 3.4 | |
RJF | RAYMOND JAMES FINL INC | 0.03 | 643 | 82,575 | ADDED | 16.49 | |
RRX | REGAL REXNORD CORPORATION | 0.05 | 780 | 140,478 | ADDED | 4.28 | |
RTX | RTX CORPORATION | 0.16 | 4,647 | 453,223 | REDUCED | -9.19 | |
RY | ROYAL BK CDA | 0.02 | 531 | 53,568 | ADDED | 0.38 | |
SAM | BOSTON BEER INC | 0.01 | 94.00 | 28,616 | UNCHANGED | 0.00 | |
SAN | BANCO SANTANDER S.A. | 0.01 | 8,554 | 41,402 | NEW | ||
SAP | SAP SE | 0.18 | 2,741 | 534,578 | ADDED | 1.63 | |
SCHW | SCHWAB CHARLES CORP | 0.14 | 5,515 | 398,956 | REDUCED | -0.54 | |
SHEL | SHELL PLC | 0.06 | 2,417 | 162,037 | ADDED | 3.2 | |
SHW | SHERWIN WILLIAMS CO | 0.12 | 1,040 | 361,224 | UNCHANGED | 0.00 | |
SJM | SMUCKER J M CO | 0.01 | 334 | 42,041 | UNCHANGED | 0.00 | |
SLB | SCHLUMBERGER LTD | 0.07 | 3,561 | 195,180 | ADDED | 7.32 | |
SNAP | SNAP INC | 0.03 | 10,000 | 96,700 | NEW | ||
SNY | SANOFI | 0.02 | 1,003 | 48,747 | ADDED | 7.62 | |
SO | SOUTHERN CO | 0.03 | 1,087 | 77,982 | REDUCED | -45.57 | |
SONY | SONY GROUP CORP | 0.06 | 2,146 | 183,999 | ADDED | 2.34 | |
SPGI | S&P GLOBAL INC | 0.03 | 199 | 84,665 | ADDED | 13.07 | |
SPHD | INVESCO EXCH TRADED FD TR II | 1.61 | 84,564 | 4,695,840 | ADDED | 5.85 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.46 | 25,162 | 1,350,190 | ADDED | 5.93 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.10 | 11,605 | 276,548 | UNCHANGED | 0.00 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.01 | 876 | 40,647 | UNCHANGED | 0.00 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.01 | 567 | 24,801 | UNCHANGED | 0.00 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.01 | 437 | 21,156 | UNCHANGED | 0.00 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.01 | 325 | 16,206 | UNCHANGED | 0.00 | |
SPT | SPROUT SOCIAL INC | 0.00 | 250 | 14,928 | UNCHANGED | 0.00 | |
SPY | SPDR S&P 500 ETF TR | 0.23 | 1,266 | 662,207 | REDUCED | -2.31 | |
SQ | BLOCK INC | 0.01 | 505 | 42,713 | UNCHANGED | 0.00 | |
STIM | NEURONETICS INC | 0.00 | 3,000 | 14,280 | UNCHANGED | 0.00 | |
STKL | SUNOPTA INC | 0.00 | 1,900 | 13,053 | UNCHANGED | 0.00 | |
STLA | STELLANTIS N.V | 0.05 | 5,560 | 157,348 | UNCHANGED | 0.00 | |
STN | STANTEC INC | 0.10 | 3,416 | 283,665 | ADDED | 0.77 | |
SYK | STRYKER CORPORATION | 0.51 | 4,156 | 1,487,310 | ADDED | 0.31 | |
SYY | SYSCO CORP | 0.06 | 2,310 | 187,526 | UNCHANGED | 0.00 | |
T | AT&T INC | 0.04 | 6,850 | 120,561 | REDUCED | -4.79 | |
TD | TORONTO DOMINION BK ONT | 0.09 | 4,371 | 263,922 | REDUCED | -1.38 | |
TGT | TARGET CORP | 0.07 | 1,214 | 215,134 | ADDED | 3.58 | |
TJX | TJX COS INC NEW | 0.04 | 1,000 | 101,420 | REDUCED | -2.25 | |
TM | TOYOTA MOTOR CORP | 0.07 | 800 | 201,344 | ADDED | 5.12 | |
TMO | THERMO FISHER SCIENTIFIC INC | 0.06 | 276 | 160,415 | ADDED | 19.48 | |
TRGP | TARGA RES CORP | 0.01 | 306 | 34,269 | UNCHANGED | 0.00 | |
TRI | THOMSON REUTERS CORP. | 0.06 | 1,161 | 180,919 | ADDED | 0.43 | |
TROW | PRICE T ROWE GROUP INC | 0.01 | 250 | 30,480 | REDUCED | -24.92 | |
TRV | TRAVELERS COMPANIES INC | 0.03 | 381 | 87,684 | ADDED | 15.11 | |
TSLA | TESLA INC | 0.03 | 522 | 91,797 | REDUCED | -19.57 | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.09 | 1,866 | 253,870 | ADDED | 4.6 | |
TT | TRANE TECHNOLOGIES PLC | 0.08 | 800 | 240,160 | UNCHANGED | 0.00 | |
TTE | TOTALENERGIES SE | 0.01 | 577 | 39,716 | ADDED | 6.65 | |
TXN | TEXAS INSTRS INC | 0.04 | 585 | 101,913 | UNCHANGED | 0.00 | |
UAL | UNITED AIRLS HLDGS INC | 0.02 | 1,162 | 55,637 | ADDED | 16.78 | |
UDR | UDR INC | 0.03 | 1,912 | 71,528 | ADDED | 10.46 | |
UL | UNILEVER PLC | 0.10 | 5,741 | 288,142 | REDUCED | -4.73 | |
UNH | UNITEDHEALTH GROUP INC | 0.06 | 363 | 179,577 | REDUCED | -2.94 | |
UNM | UNUM GROUP | 0.02 | 1,162 | 62,353 | UNCHANGED | 0.00 | |
UNP | UNION PAC CORP | 0.15 | 1,796 | 441,691 | ADDED | 2.16 | |
UPS | UNITED PARCEL SERVICE INC | 0.06 | 1,201 | 178,505 | ADDED | 4.34 | |
USB | US BANCORP DEL | 0.02 | 1,108 | 49,528 | REDUCED | -21.31 | |
UTHR | UNITED THERAPEUTICS CORP DEL | 0.01 | 75.00 | 17,229 | UNCHANGED | 0.00 | |
V | VISA INC | 0.24 | 2,517 | 702,338 | ADDED | 2.82 | |
VAW | VANGUARD WORLD FD | 0.05 | 261 | 136,853 | REDUCED | -5.43 | |
VEA | VANGUARD TAX-MANAGED FDS | 0.02 | 928 | 46,558 | ADDED | 28.53 | |
VEU | VANGUARD INTL EQUITY INDEX F | 1.16 | 49,896 | 3,360,000 | ADDED | 5.76 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.79 | 30,181 | 2,294,660 | ADDED | 9.24 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.08 | 2,094 | 231,387 | UNCHANGED | 0.00 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.01 | 1,037 | 43,316 | ADDED | 0.29 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.01 | 671 | 39,355 | REDUCED | -61.53 | |
VIG | VANGUARD SPECIALIZED FUNDS | 5.63 | 89,655 | 16,371,900 | ADDED | 1.62 | |
VIGI | VANGUARD WHITEHALL FDS | 1.84 | 65,815 | 5,365,920 | ADDED | 6.5 | |
VLO | VALERO ENERGY CORP | 0.01 | 100 | 17,069 | REDUCED | -83.71 | |
VOO | VANGUARD INDEX FDS | 4.08 | 34,527 | 11,884,200 | ADDED | 3.11 | |
VOO | VANGUARD INDEX FDS | 2.39 | 29,483 | 6,951,800 | ADDED | 950 | |
VOO | VANGUARD INDEX FDS | 0.57 | 6,645 | 1,660,320 | REDUCED | -78.55 | |
VOO | VANGUARD INDEX FDS | 0.21 | 1,283 | 616,739 | ADDED | 4.91 | |
VOO | VANGUARD INDEX FDS | 0.13 | 1,456 | 378,415 | ADDED | 8.01 | |
VOO | VANGUARD INDEX FDS | 0.09 | 1,298 | 249,061 | ADDED | 0.08 | |
VOO | VANGUARD INDEX FDS | 0.03 | 433 | 75,892 | REDUCED | -1.59 | |
VOO | VANGUARD INDEX FDS | 0.03 | 456 | 74,265 | ADDED | 1.11 | |
VOO | VANGUARD INDEX FDS | 0.02 | 255 | 66,484 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 0.01 | 140 | 32,003 | ADDED | 5.26 | |
VOO | VANGUARD INDEX FDS | 0.01 | 163 | 25,414 | ADDED | 1.24 | |
VRSK | VERISK ANALYTICS INC | 0.07 | 902 | 212,629 | ADDED | 2.15 | |
VRSN | VERISIGN INC | 0.08 | 1,217 | 230,635 | ADDED | 1.00 | |
VRTX | VERTEX PHARMACEUTICALS INC | 0.04 | 312 | 130,420 | UNCHANGED | 0.00 | |
VTEB | VANGUARD MUN BD FDS | 0.08 | 4,678 | 236,707 | REDUCED | -0.3 | |
VTIP | VANGUARD MALVERN FDS | 0.22 | 13,055 | 625,204 | REDUCED | -23.31 | |
VTRS | VIATRIS INC | 0.01 | 2,393 | 28,574 | ADDED | 5.79 | |
VXUS | VANGUARD STAR FDS | 0.06 | 3,063 | 184,699 | REDUCED | -6.53 | |
VZ | VERIZON COMMUNICATIONS INC | 0.06 | 4,254 | 178,499 | REDUCED | -24.37 | |
WBA | WALGREENS BOOTS ALLIANCE INC | 0.00 | 658 | 14,273 | REDUCED | -1.94 | |
WDC | WESTERN DIGITAL CORP. | 0.03 | 1,244 | 84,891 | ADDED | 11.47 | |
WEC | WEC ENERGY GROUP INC | 0.05 | 1,926 | 158,164 | UNCHANGED | 0.00 | |
WFC | WELLS FARGO CO NEW | 0.03 | 1,504 | 87,173 | ADDED | 6.74 | |
WM | WASTE MGMT INC DEL | 0.01 | 179 | 38,154 | UNCHANGED | 0.00 | |
WMB | WILLIAMS COS INC | 0.01 | 1,100 | 42,867 | UNCHANGED | 0.00 | |
WMT | WALMART INC | 0.17 | 8,347 | 502,240 | ADDED | 201 | |
WPC | WP CAREY INC | 0.02 | 1,154 | 65,132 | REDUCED | -9.77 | |
WST | WEST PHARMACEUTICAL SVSC INC | 0.01 | 89.00 | 35,219 | REDUCED | -51.37 | |
WTRG | ESSENTIAL UTILS INC | 0.01 | 813 | 30,122 | UNCHANGED | 0.00 | |
WY | WEYERHAEUSER CO MTN BE | 0.04 | 2,960 | 106,295 | ADDED | 6.17 | |
XEL | XCEL ENERGY INC | 0.01 | 533 | 28,649 | UNCHANGED | 0.00 | |
XLB | SELECT SECTOR SPDR TR | 0.25 | 5,740 | 723,011 | REDUCED | -0.52 | |
XLB | SELECT SECTOR SPDR TR | 0.18 | 6,790 | 518,485 | REDUCED | -6.36 | |
XLB | SELECT SECTOR SPDR TR | 0.16 | 2,268 | 472,357 | UNCHANGED | 0.00 | |
XLB | SELECT SECTOR SPDR TR | 0.13 | 9,009 | 379,460 | REDUCED | -6.24 | |
XLB | SELECT SECTOR SPDR TR | 0.12 | 2,327 | 343,769 | REDUCED | -4.9 | |
XLB | SELECT SECTOR SPDR TR | 0.06 | 2,175 | 177,611 | UNCHANGED | 0.00 | |
XLB | SELECT SECTOR SPDR TR | 0.04 | 1,271 | 119,996 | UNCHANGED | 0.00 | |
XLB | SELECT SECTOR SPDR TR | 0.02 | 927 | 60,858 | REDUCED | -2.32 | |
XLB | SELECT SECTOR SPDR TR | 0.01 | 975 | 38,542 | REDUCED | -4.69 | |
XOM | EXXON MOBIL CORP | 0.86 | 21,414 | 2,489,160 | REDUCED | -0.99 | |
XPO | XPO INC | 0.04 | 1,075 | 131,183 | UNCHANGED | 0.00 | |
XYL | XYLEM INC | 0.06 | 1,404 | 181,453 | REDUCED | -2.9 | |
YUM | YUM BRANDS INC | 0.08 | 1,768 | 245,134 | ADDED | 3.94 | |
YUMC | YUM CHINA HLDGS INC | 0.01 | 840 | 33,424 | UNCHANGED | 0.00 | |
ZBH | ZIMMER BIOMET HOLDINGS INC | 0.01 | 140 | 18,478 | UNCHANGED | 0.00 | |
ZION | ZIONS BANCORPORATION N A | 0.01 | 724 | 31,422 | ADDED | 12.42 | |
BERKSHIRE HATHAWAY INC DEL | 1.36 | 9,407 | 3,955,830 | ADDED | 47.61 | ||
FISERV INC | 0.46 | 8,397 | 1,342,010 | UNCHANGED | 0.00 | ||
BROOKFIELD CORP | 0.06 | 4,205 | 176,064 | UNCHANGED | 0.00 | ||
GE HEALTHCARE TECHNOLOGIES I | 0.02 | 680 | 61,820 | ADDED | 0.44 | ||
EATON VANCE ENHANCED EQUITY | 0.02 | 3,248 | 59,212 | UNCHANGED | 0.00 | ||
GRAYSCALE BITCOIN TR BTC | 0.01 | 400 | 25,268 | NEW | |||
RXO INC | 0.01 | 1,075 | 23,511 | UNCHANGED | 0.00 | ||
EATON VANCE FLTING RATE INC | 0.01 | 1,340 | 17,836 | UNCHANGED | 0.00 | ||
VERALTO CORP | 0.01 | 200 | 17,732 | UNCHANGED | 0.00 | ||
SABA CAPITAL INCOME & OPPORT | 0.01 | 4,381 | 16,736 | UNCHANGED | 0.00 |