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TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

· CIK 0000882928
13F Portfolio $26.0B AUM 702 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES CORE MSCI EAFE ETF 19,326,473 $1.75B 6.73% NEW $90.53 +5.2%
2 VUG VANGUARD GROWTH ETF 3,441,990 $1.50B 5.78% NEW $436.79 -80.0%
3 VTV VANGUARD VALUE ETF 6,668,184 $1.31B 5.03% NEW $196.20 +5.3%
4 VEA VANGUARD FTSE DEVELOPED ETF 19,977,313 $1.28B 4.92% NEW $64.08 +7.8%
5 IWY ISHARES RUSSELL TOP 200 GROW 5,073,815 $1.26B 4.86% NEW $248.84 +17.5%
6 IWX ISHARES RUSSELL TOP 200 VALU 10,240,821 $949.0M 3.65% NEW $92.67 +9.5%
7 IEMG ISHARES CORE MSCI EMERGING 12,751,935 $889.4M 3.42% NEW $69.75 +14.0%
8 MBB ISHARES MBS ETF 7,479,771 $710.2M 2.73% NEW $94.95 -1.5%
9 VTEB VANGUARD TAX-EXEMPT BOND ETF 12,706,867 $633.9M 2.44% NEW $49.89 -0.1%
10 AGG ISHARES CORE U.S. AGGREGATE 6,284,686 $623.9M 2.40% NEW $99.27 -1.3%
11 VONG VANGUARD RUSSELL 1000 GROWTH 5,659,298 $620.8M 2.39% NEW $109.69 +16.7%
12 MUB ISHARES NATIONAL MUNI BOND E 5,687,268 $603.7M 2.32% NEW $106.15 -0.0%
13 SPDW STE STR SPDR PT DW EU ETF 12,291,718 $561.1M 2.16% NEW $45.65 +7.7%
14 VONV VANGUARD RUSSELL 1000 VALUE 5,784,848 $542.3M 2.08% NEW $93.74 +8.7%
15 USIG ISHARES BROAD USD INVESTMENT 9,139,303 $468.2M 1.80% NEW $51.23 -0.8%
16 IWF ISHARES RUSSELL 1000 GROWTH 1,028,157 $438.4M 1.69% NEW $426.40 -70.8%
17 VWO VANGUARD FTSE EMERGING MARKE 7,780,454 $420.5M 1.62% NEW $54.05 +8.1%
18 VO VANGUARD MID-CAP ETF 1,374,859 $394.8M 1.52% NEW $287.18 -73.4%
19 IWS ISHARES RUSSELL MID-CAP VALU 2,673,419 $389.6M 1.50% NEW $145.74 +6.6%
20 VOO VANGUARD S&P 500 ETF 602,774 $360.2M 1.39% NEW $597.55 +13.7%
21 IVV ISHARES CORE S&P 500 ETF 537,707 $351.2M 1.35% NEW $653.21 +13.7%
22 SCZ ISHARES MSCI EAFE SMALL-CAP 4,351,812 $341.2M 1.31% NEW $78.41 +7.4%
23 GOVT ISHARES US TREASURY BOND ETF 13,731,742 $314.6M 1.21% NEW $22.91 -1.5%
24 VOE VANGUARD MID-CAP VALUE ETF 1,626,649 $299.8M 1.15% NEW $184.28 +3.5%
25 IWR ISHARES RUSSELL MID-CAP ETF 2,811,404 $273.4M 1.05% NEW $97.23 +6.6%
26 AAPL APPLE INC Technology 1,072,514 $272.2M 1.05% NEW $253.79 +18.3%
27 IWP ISHARES RUSSELL MID-CAP GROW 1,974,458 $253.0M 0.97% NEW $128.12 +6.2%
28 EMB ISHARES JP MORGAN USD EMERGI 2,650,114 $248.9M 0.96% NEW $93.93 +0.8%
29 IWN ISHARES RUSSELL 2000 VALUE E 1,200,694 $227.6M 0.88% NEW $189.59 +8.6%
30 NULG NUVEEN ESG LRG-CAP GRW ETF 2,502,577 $227.6M 0.88% NEW $90.94 +20.3%
31 IWD ISHARES RUSSELL 1000 VALUE E 1,064,227 $227.4M 0.87% NEW $213.67 +8.7%
32 VTI VANGUARD TOTAL STOCK MKT ETF 695,186 $223.0M 0.86% NEW $320.81 +13.1%
33 NULV NUVEEN ESG LARGE-CAP VAL ETF 4,775,510 $217.3M 0.84% NEW $45.50 +9.0%
34 VB VANGUARD SMALL-CAP ETF 818,731 $214.4M 0.82% NEW $261.92 +7.6%
35 SPYV SS SPDR P S&P 500 VALUE ETF 3,714,629 $210.2M 0.81% NEW $56.58 +5.8%
36 SCHC SCHWAB INTL SMALL-CAP EQUITY 4,334,063 $202.6M 0.78% NEW $46.74 +6.6%
37 SPEM STATE STREET SP PTF EM ETF 4,133,529 $193.9M 0.75% NEW $46.91 +8.4%
38 ESGU ISHARES ESG AWARE MSCI USA 1,308,152 $185.0M 0.71% NEW $141.42 +13.7%
39 IWO ISHARES RUSSELL 2000 GROWTH 575,822 $180.7M 0.69% NEW $313.81 +15.4%
40 BIV VANGUARD INTERMEDIATE-TERM B 2,304,912 $177.9M 0.68% NEW $77.18 -1.5%
41 SPYG SS SPDR P S&P 500 GROWTH ETF 1,803,957 $176.6M 0.68% NEW $97.91 +20.9%
42 EFV ISHARES MSCI EAFE VALUE ETF 2,259,093 $168.0M 0.65% NEW $74.35 +3.9%
43 LRGF SS SPDR S&P 500 ETF TRUST-US 258,161 $167.9M 0.65% NEW $650.34 -88.6%
44 IQLT ISHARES MSCI INTERNATIONAL Q 3,436,496 $158.9M 0.61% NEW $46.23 +4.6%
45 USHY ISHARES BROAD USD HIGH YIELD 4,289,399 $158.0M 0.61% NEW $36.84 -0.1%
46 BNDX VANGUARD TOTAL INTL BOND ETF 3,228,355 $155.1M 0.60% NEW $48.05 -1.0%
47 VBR VANGUARD SMALL-CAP VALUE ETF 652,542 $141.8M 0.55% NEW $217.25 +4.6%
48 VOT VANGUARD MID-CAP GROWTH ETF 541,051 $139.2M 0.54% NEW $257.35 +10.9%
49 EFA ISHARES MSCI EAFE ETF 1,409,494 $136.9M 0.53% NEW $97.13 +4.7%
50 BND VANGUARD TOTAL BOND MARKET 1,822,695 $134.2M 0.52% NEW $73.64 -1.2%
51 VV VANGUARD LARGE-CAP ETF 434,849 $130.0M 0.50% NEW $298.85 +13.7%
52 QDF FLEXSHARES QUALITY DIVIDEND 1,599,616 $126.5M 0.49% NEW $79.09 +10.7%
53 IWM ISHARES RUSSELL 2000 ETF 464,067 $115.1M 0.44% NEW $248.00 +11.9%
54 VBK VANGUARD SMALL-CAP GRWTH ETF 367,120 $111.0M 0.43% NEW $302.25 +11.7%
55 ESGD ISHARES TRUST ISHARES ESG AW 1,059,587 $101.3M 0.39% NEW $95.62 +5.1%
56 MSFT MICROSOFT CORP Technology 273,649 $101.3M 0.39% NEW $370.17 +10.6%
57 IWB ISHARES RUSSELL 1000 ETF 272,506 $97.2M 0.37% NEW $356.56 +12.9%
58 SUB ISHARES SHORT-TERM NATIONAL 817,913 $87.1M 0.34% NEW $106.50 -0.3%
59 NUDM NUVEEN ESG INTL DEVEL MRK EQ 2,161,430 $78.0M 0.30% NEW $36.11 +5.2%
60 GOOGL ALPHABET INC-CL A Communication Services 265,366 $76.3M 0.29% NEW $287.56 +39.5%
61 NVDA NVIDIA CORP Technology 433,626 $75.6M 0.29% NEW $174.40 +35.2%
62 GOOGL ALPHABET INC-CL C Communication Services 244,922 $70.3M 0.27% NEW $286.86 +39.8%
63 JPM JPMORGAN CHASE & CO Financial Services 236,786 $69.7M 0.27% NEW $294.16 +2.0%
64 IJH ISHARES CORE S&P MIDCAP ETF 927,166 $62.6M 0.24% NEW $67.53 +6.9%
65 NYF ISHARES NEW YORK MUNI BOND E 1,112,829 $59.1M 0.23% NEW $53.12 +0.0%
66 BRK.B BERKSHIRE HATHAWAY INC-CL B Financial Services 120,097 $57.6M 0.22% NEW $479.20 -1.3%
67 NUSC NUVEEN ESG SMALL-CAP ETF 1,253,960 $56.5M 0.22% NEW $45.06 +6.6%
68 QUAL ISHARES MSCI USA QUALITY FAC 288,758 $55.4M 0.21% NEW $191.81 +9.7%
69 BRK.B BERKSHIRE HATHAWAY INC-CL A Financial Services 77 $55.3M 0.21% NEW $718140.00 -99.9%
70 EFG ISHARES MSCI EAFE GROWTH ETF 493,183 $54.9M 0.21% NEW $111.37 +6.1%
71 IAU ISHARES GOLD TRUST Financial Services 599,408 $52.8M 0.20% NEW $88.16 -3.0%
72 EEM ISHARES MSCI EMR MRK EX CHNA 634,182 $49.9M 0.19% NEW $78.66 -17.3%
73 AMZN AMAZON.COM INC Consumer Cyclical 238,197 $49.6M 0.19% NEW $208.27 +26.8%
74 EMLC VANECK JPM EM LOCAL CURR BND 1,937,874 $48.7M 0.19% NEW $25.11 +0.4%
75 JNJ JOHNSON & JOHNSON Healthcare 198,936 $48.6M 0.19% NEW $244.44 -5.6%
76 ESGE ISHARES INC ISHARES ESG AWAR 1,044,895 $47.5M 0.18% NEW $45.47 +14.1%
77 IJR ISHARES CORE S&P SMALL-CAP E 377,629 $46.9M 0.18% NEW $124.31 +7.7%
78 MDYV SS SPDR S&P 400 MC VAL ETF 504,899 $43.0M 0.17% NEW $85.15 +4.2%
79 XOM EXXON MOBIL CORP Energy 242,212 $41.1M 0.16% NEW $169.66 -9.9%
80 NUEM NUVEEN ESG EMERGING MARKETS 1,084,074 $39.8M 0.15% NEW $36.74 +10.9%
81 CMF ISHARES CALIFORNIA MUNI BOND 663,621 $37.7M 0.14% NEW $56.86 -0.1%
82 LLY ELI LILLY & CO Healthcare 39,196 $36.1M 0.14% NEW $919.77 +9.5%
83 NUMV NUVEEN ESG MID-CAP VALUE ETF 870,175 $33.7M 0.13% NEW $38.77 +6.3%
84 ESML ISHARES ESG AWARE MSCI USA S 708,994 $33.3M 0.13% NEW $47.02 +8.4%
85 VGT VANGUARD INFO TECH ETF 44,542 $31.1M 0.12% NEW $697.72 -83.8%
86 WMT WALMART INC Consumer Defensive 239,175 $29.7M 0.11% NEW $124.28 +6.6%
87 AVGO BROADCOM INC Technology 88,791 $27.5M 0.11% NEW $309.51 +37.4%
88 HEEM ISHARES CRNCY HEDGD MSCI EM 717,036 $26.5M 0.10% NEW $36.92 +13.6%
89 IBM INTL BUSINESS MACHINES CORP Technology 104,256 $25.3M 0.10% NEW $242.39 -9.9%
90 HYD VANECK HIGH YIELD MUNI ETF 499,214 $25.0M 0.10% NEW $50.14 +0.8%
91 EEM ISHARES MSCI EMERGING MARKET 436,301 $24.8M 0.10% NEW $56.79 +14.6%
92 ORCL ORACLE CORP Technology 165,992 $24.4M 0.09% NEW $147.11 +33.0%
93 ABBV ABBVIE INC Healthcare 109,167 $23.7M 0.09% NEW $217.49 -3.3%
94 HD HOME DEPOT INC Consumer Cyclical 71,225 $23.4M 0.09% NEW $328.89 -7.5%
95 IWV ISHARES RUSSELL 3000 ETF 62,356 $23.1M 0.09% NEW $370.68 +12.8%
96 IAGG ISHARES INTL AGGREGATE BOND 446,943 $22.4M 0.09% NEW $50.04 -0.7%
97 SMH SS TECHNOLOGY SELECT SECTOR 167,641 $22.3M 0.09% NEW $132.90 +318.6%
98 PG PROCTER & GAMBLE CO/THE Consumer Defensive 145,819 $21.1M 0.08% NEW $144.44 -1.2%
99 V VISA INC-CLASS A SHARES Financial Services 64,591 $19.5M 0.07% NEW $302.24 +6.7%
100 PSLV SPROTT PHYSICAL SILVER TRUST Financial Services 799,390 $19.5M 0.07% NEW $24.39 +0.9%
101 RTX RTX CORP Industrials 95,683 $18.5M 0.07% NEW $192.90 -8.9%
102 META META PLATFORMS INC-CLASS A Communication Services 31,800 $18.2M 0.07% NEW $572.12 +8.1%
103 GWX STATE STREET SPDR S&P INTERN 419,358 $17.7M 0.07% NEW $42.23 +8.4%
104 PEP PEPSICO INC Consumer Defensive 111,996 $17.4M 0.07% NEW $155.29 -4.3%
105 MDYG SS SPDR S&P 400 MC GR ETF 180,601 $17.3M 0.07% NEW $95.96 +9.6%
106 COST COSTCO WHOLESALE CORP Consumer Defensive 17,256 $17.2M 0.07% NEW $996.43 +4.5%
107 NUMG NUVEEN ESG MID-CAP GROW ETF 414,756 $17.0M 0.07% NEW $41.08 +10.3%
108 CVX CHEVRON CORP Energy 80,058 $16.6M 0.06% NEW $206.90 -9.8%
109 CEF/U SPROTT PHYSICAL GOLD AND SIL 339,510 $16.2M 0.06% NEW $47.72
110 LOW LOWE'S COS INC Consumer Cyclical 66,414 $15.7M 0.06% NEW $236.28 -5.4%
111 AMLP ALERIAN MLP ETF 295,019 $15.5M 0.06% NEW $52.64 +2.7%
112 QQQ INVESCO QQQ TRUST SERIES 1 Financial Services 26,694 $15.4M 0.06% NEW $577.18 +22.8%
113 TPL TEXAS PACIFIC LAND CORP Energy 31,620 $15.0M 0.06% NEW $474.56 -18.1%
114 LIT SS INDUSTRIAL SELECT SECTOR 92,575 $15.0M 0.06% NEW $161.73 -48.0%
115 SLYV SS SPDR S&P 600 SC VAL ETF 147,316 $13.9M 0.05% NEW $94.58 +6.0%
116 MRK MERCK & CO. INC. Healthcare 115,102 $13.8M 0.05% NEW $120.29 -5.7%
117 CAT CATERPILLAR INC Industrials 18,926 $13.4M 0.05% NEW $708.46 +25.4%
118 PHYS SPROTT PHYSICAL GOLD TRUST Financial Services 375,567 $13.3M 0.05% NEW $35.44 -2.9%
119 HEFA ISHA CURR HEDGED MSCI EAFE 305,201 $13.0M 0.05% NEW $42.50 +4.3%
120 TMO THERMO FISHER SCIENTIFIC INC Healthcare 24,726 $12.2M 0.05% NEW $491.53 -8.8%
121 CSCO CISCO SYSTEMS INC Technology 152,305 $11.8M 0.04% NEW $77.59 +48.9%
122 AMGN AMGEN INC Healthcare 33,495 $11.8M 0.04% NEW $351.85 -7.3%
123 SLYG SS SPDR S&P 600 SC GR ETF 121,432 $11.7M 0.04% NEW $96.62 +9.5%
124 GE GE AEROSPACE COM Industrials 41,141 $11.7M 0.04% NEW $283.77 +2.7%
125 NEE NEXTERA ENERGY INC Utilities 124,400 $11.6M 0.04% NEW $92.88 +3.0%
126 MCD MCDONALD'S CORP Consumer Cyclical 36,965 $11.5M 0.04% NEW $310.79 -11.5%
127 BAC BANK OF AMERICA CORP Financial Services 230,411 $11.2M 0.04% NEW $48.75 +2.1%
128 KO COCA-COLA CO/THE Consumer Defensive 146,022 $11.1M 0.04% NEW $76.05 +5.8%
129 VNQ VANGUARD REAL ESTATE ETF 123,768 $11.0M 0.04% NEW $88.70 +5.9%
130 AMAT APPLIED MATERIALS INC Technology 30,502 $10.4M 0.04% NEW $341.78 +27.7%
131 TXN TEXAS INSTRUMENTS INC Technology 53,200 $10.3M 0.04% NEW $194.14 +57.8%
132 IVW ISHARES S&P 500 GROWTH ETF 89,544 $10.1M 0.04% NEW $113.11 +20.9%
133 ABT ABBOTT LABORATORIES Healthcare 98,002 $10.1M 0.04% NEW $102.67 -17.7%
134 MA MASTERCARD INC - A Financial Services 20,007 $10.0M 0.04% NEW $499.66 -1.9%
135 ACN ACCENTURE PLC-CL A Technology 49,253 $9.8M 0.04% NEW $198.29 -14.9%
136 HON HONEYWELL INTERNATIONAL INC Industrials 41,772 $9.4M 0.04% NEW $226.03 -3.7%
137 SLQD ISHARES 0-5 YR INV GRD CORP 179,777 $9.1M 0.04% NEW $50.49 -0.5%
138 TLT ISHARES 20 YEAR TREASURY BD 103,130 $8.9M 0.03% NEW $86.69 -3.5%
139 NFLX NETFLIX INC Communication Services 91,518 $8.8M 0.03% NEW $96.15 -9.6%
140 SPSB SS SPDR P ST C CORP ETF 292,242 $8.8M 0.03% NEW $30.07 -0.4%
141 TSLA TESLA INC Consumer Cyclical 23,604 $8.8M 0.03% NEW $371.75 +19.2%
142 EUFN SS FINANCIAL SELECT SECTOR 177,221 $8.7M 0.03% NEW $49.37 -25.0%
143 IEF ISHARES 7-10 YEAR TREASURY B 91,466 $8.7M 0.03% NEW $95.44 -2.0%
144 GEV GE VERNOVA INC Utilities 9,918 $8.7M 0.03% NEW $872.88 +24.9%
145 LMT LOCKHEED MARTIN CORP Industrials 14,276 $8.6M 0.03% NEW $604.39 -13.9%
146 TRV TRAVELERS COS INC/THE Financial Services 29,031 $8.5M 0.03% NEW $291.68 +2.3%
147 AXP AMERICAN EXPRESS CO Financial Services 27,490 $8.3M 0.03% NEW $302.48 +3.6%
148 NOC NORTHROP GRUMMAN CORP Industrials 12,178 $8.3M 0.03% NEW $682.24 -19.6%
149 T AT&T INC Communication Services 277,876 $8.1M 0.03% NEW $28.99 -14.9%
150 VMBS VANGUARD MORTGAGE-BACKED SEC 163,776 $7.7M 0.03% NEW $46.95 -1.3%
151 DE DEERE & CO Industrials 13,418 $7.6M 0.03% NEW $563.30 +2.0%
152 UNP UNION PACIFIC CORP Industrials 30,767 $7.5M 0.03% NEW $242.62 +11.0%
153 WFC WELLS FARGO & CO Financial Services 92,320 $7.3M 0.03% NEW $79.61 -7.3%
154 XLE SS ENERGY SELECT SECTOR 117,948 $7.2M 0.03% NEW $61.26 -2.9%
155 PFE PFIZER INC Healthcare 256,731 $7.2M 0.03% NEW $28.08 -8.3%
156 UNH UNITEDHEALTH GROUP INC Healthcare 26,050 $7.0M 0.03% NEW $270.59 +47.5%
157 SPGI S&P GLOBAL INC Financial Services 16,534 $7.0M 0.03% NEW $425.35 -5.0%
158 VXUS VANGUARD TOTAL INTL STOCK 89,422 $6.9M 0.03% NEW $77.11 +7.8%
159 ETN EATON CORP PLC Industrials 18,755 $6.7M 0.03% NEW $357.67 +14.1%
160 MDY STATE STREET SPDR S&P MIDCAP Financial Services 10,836 $6.7M 0.03% NEW $616.76 +6.9%
161 XLV SS HEALTH CARE SELECT SECTOR 43,984 $6.4M 0.03% NEW $146.61 -1.0%
162 SYK STRYKER CORP Healthcare 19,566 $6.4M 0.03% NEW $328.58 -7.0%
163 FLRN SS SPDR BB IG FLOAT RT ETF 208,803 $6.4M 0.03% NEW $30.78 +0.0%
164 BA BOEING CO/THE Industrials 32,112 $6.4M 0.03% NEW $199.03 +10.8%
165 SCHW SCHWAB (CHARLES) CORP Financial Services 66,101 $6.2M 0.02% NEW $93.98 -4.8%
166 PM PHILIP MORRIS INTERNATIONAL Consumer Defensive 35,147 $5.8M 0.02% NEW $165.34 +16.0%
167 VIGI VANGUARD DIVIDEND APPREC ETF 26,468 $5.7M 0.02% NEW $215.06 -57.2%
168 MCK MCKESSON CORP Healthcare 6,408 $5.5M 0.02% NEW $865.31 -13.6%
169 BMY BRISTOL-MYERS SQUIBB CO Healthcare 88,248 $5.4M 0.02% NEW $60.65 -6.0%
170 GILD GILEAD SCIENCES INC Healthcare 38,228 $5.3M 0.02% NEW $139.37 -5.2%
171 VZ VERIZON COMMUNICATIONS INC Communication Services 105,788 $5.3M 0.02% NEW $50.20 -6.3%
172 DIS WALT DISNEY CO/THE Communication Services 55,023 $5.3M 0.02% NEW $96.38 +9.4%
173 BK BANK OF NEW YORK MELLON CORP Financial Services 44,438 $5.3M 0.02% NEW $118.63 +13.8%
174 ICF ISHARES SELECT U.S. REIT ETF 84,449 $5.2M 0.02% NEW $61.89 +6.7%
175 MS MORGAN STANLEY Financial Services 30,752 $5.1M 0.02% NEW $164.57 +18.2%
176 TJX TJX COMPANIES INC Consumer Cyclical 31,645 $5.1M 0.02% NEW $159.70 -7.7%
177 ITW ILLINOIS TOOL WORKS Industrials 19,407 $5.1M 0.02% NEW $260.29 -3.7%
178 INTC INTEL CORP Technology 110,795 $4.9M 0.02% NEW $44.13 +162.7%
179 ADP AUTOMATIC DATA PROCESSING Industrials 23,935 $4.9M 0.02% NEW $203.18 +5.6%
180 MMM 3M CO Industrials 33,303 $4.8M 0.02% NEW $145.23 -0.1%
181 DUK DUKE ENERGY CORP Utilities 36,716 $4.8M 0.02% NEW $130.94 -5.1%
182 GS GOLDMAN SACHS GROUP INC Financial Services 5,661 $4.8M 0.02% NEW $846.02 +14.5%
183 CSX CSX CORP Industrials 115,080 $4.7M 0.02% NEW $41.05 +11.9%
184 VEU VANGUARD FTSE ALL-WORLD EX-U 61,629 $4.6M 0.02% NEW $75.10 +7.9%
185 IUSG ISHARES CORE S&P U.S. GROWTH 29,481 $4.6M 0.02% NEW $155.11 +20.4%
186 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 13,494 $4.6M 0.02% NEW $337.94 +23.6%
187 SOJF SOUTHERN CO/THE Utilities 46,567 $4.5M 0.02% NEW $96.52 -73.6%
188 CCZ COMCAST CORP-CLASS A Communication Services 153,396 $4.4M 0.02% NEW $28.71 +122.6%
189 QCOM QUALCOMM INC Technology 34,194 $4.4M 0.02% NEW $128.78 +55.4%
190 SHY ISHARES 1-3 YEAR TREASURY BO 53,043 $4.4M 0.02% NEW $82.57 -0.6%
191 AVUV AVANTIS US SMALL CAP VALUE 39,596 $4.4M 0.02% NEW $110.47 +6.1%
192 FSM FORTUNA MINING CORP Basic Materials 436,540 $4.3M 0.02% NEW $9.93 +4.0%
193 EMR EMERSON ELECTRIC CO Industrials 32,614 $4.3M 0.02% NEW $131.02 +5.2%
194 ADI ANALOG DEVICES INC Technology 13,173 $4.2M 0.02% NEW $318.14 +31.2%
195 VYMI VANGUARD HIGH DVD YIELD ETF 28,102 $4.2M 0.02% NEW $148.10 -33.6%
196 DFUV DIMENSIONAL US MARKETWIDE VA 84,470 $4.1M 0.02% NEW $48.46 +7.6%
197 DFAC DIMENSIONAL US CORE EQUITY 2 104,962 $4.1M 0.02% NEW $38.86 +10.6%
198 COF CAPITAL ONE FINANCIAL CORP Financial Services 22,246 $4.1M 0.02% NEW $182.43 +1.8%
199 COP CONOCOPHILLIPS Energy 30,457 $4.0M 0.01% NEW $132.00 -9.9%
200 SBUX STARBUCKS CORP Consumer Cyclical 44,322 $4.0M 0.01% NEW $89.59 +18.8%
201 WM WASTE MANAGEMENT INC Industrials 17,107 $3.9M 0.01% NEW $229.79 -4.8%
202 ADBE ADOBE INC Technology 15,965 $3.9M 0.01% NEW $243.08 +1.9%
203 CL COLGATE-PALMOLIVE CO Consumer Defensive 45,245 $3.9M 0.01% NEW $85.23 +3.4%
204 IVE ISHARES S&P 500 VALUE ETF 17,857 $3.8M 0.01% NEW $211.15 +5.8%
205 VHT VANGUARD HEALTH CARE ETF 13,537 $3.7M 0.01% NEW $272.33 -0.6%
206 TIP ISHARES TIPS BOND ETF 33,348 $3.7M 0.01% NEW $110.36 +0.2%
207 STPZ PIMCO 1-5 YEAR US TIPS INDEX 66,687 $3.6M 0.01% NEW $54.11 -0.1%
208 ITOT ISHARES CORE S&P TOTAL U.S. 24,924 $3.5M 0.01% NEW $142.43 +13.1%
209 NSC NORFOLK SOUTHERN CORP Industrials 11,074 $3.2M 0.01% NEW $287.00 +10.7%
210 VT VANGUARD TOT WORLD STK ETF 22,947 $3.2M 0.01% NEW $138.32 +11.0%
211 DHR DANAHER CORP Healthcare 16,531 $3.1M 0.01% NEW $189.60 -13.2%
212 AEP AMERICAN ELECTRIC POWER Utilities 23,644 $3.1M 0.01% NEW $131.08 -4.5%
213 XLC SS COMM SELECT SECTOR SPDR 27,524 $3.1M 0.01% NEW $110.86 +4.7%
214 CMBS ISHARES CMBS ETF 61,903 $3.0M 0.01% NEW $48.73 -0.4%
215 SCHB SCHWAB US BROAD MARKET ETF 119,004 $3.0M 0.01% NEW $25.10 +13.2%
216 MDLZ MONDELEZ INTERNATIONAL INC-A Consumer Defensive 50,741 $2.9M 0.01% NEW $57.64 +5.8%
217 SCHX SCHWAB US LARGE-CAP ETF 114,010 $2.9M 0.01% NEW $25.64 +13.3%
218 AMD ADVANCED MICRO DEVICES Technology 13,970 $2.8M 0.01% NEW $203.43 +108.5%
219 MO ALTRIA GROUP INC Consumer Defensive 42,472 $2.8M 0.01% NEW $65.99 +9.7%
220 XLU ST SR UTL SL SE SPDR ETF-USD 60,461 $2.8M 0.01% NEW $45.89 -4.4%
221 XLY SS CONSUMER DISC SELECT SECT 25,088 $2.7M 0.01% NEW $108.98 +6.9%
222 RSP INVESCO S&P 500 EQUAL WEIGHT 14,223 $2.7M 0.01% NEW $191.92 +5.0%
223 PANW PALO ALTO NETWORKS INC Technology 16,961 $2.7M 0.01% NEW $160.32 +48.6%
224 PSX PHILLIPS 66 Energy 14,546 $2.6M 0.01% NEW $182.18 -5.9%
225 XLP SS CONSUMER STAPLES SEL SECT 30,878 $2.5M 0.01% NEW $81.98 +3.2%
226 SDY SS SPDR S&P DIVIDEND ETF 17,335 $2.5M 0.01% NEW $145.94 +0.1%
227 AVAH AVEANNA HEALTHCARE HOLDINGS Healthcare 388,200 $2.5M 0.01% NEW $6.44 +19.9%
228 IEI ISHARES 3-7 YEAR TREASURY BO 21,006 $2.5M 0.01% NEW $118.60 -1.4%
229 LRCX LAM RESEARCH CORP Technology 11,572 $2.5M 0.01% NEW $213.66 +40.0%
230 MPC MARATHON PETROLEUM CORP COM Energy 10,111 $2.5M 0.01% NEW $244.18 +1.9%
231 DFUS DIMENSIONAL US EQ MKT ETF 34,189 $2.4M 0.01% NEW $70.91 +13.2%
232 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 7,360 $2.4M 0.01% NEW $327.07 +8.1%
233 BOH BANK OF HAWAII CORP Financial Services 32,162 $2.4M 0.01% NEW $74.25 +2.0%
234 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 8,139 $2.4M 0.01% NEW $290.49 +1.7%
235 BDX BECTON DICKINSON AND CO Healthcare 14,809 $2.3M 0.01% NEW $157.23 -8.8%
236 CHUBB LTD 7,123 $2.3M 0.01% NEW $325.91
237 TGT TARGET CORP Consumer Defensive 18,629 $2.3M 0.01% NEW $121.20 +1.6%
238 PH PARKER HANNIFIN CORP Industrials 2,520 $2.3M 0.01% NEW $895.24 -1.7%
239 INTU INTUIT INC Technology 5,136 $2.2M 0.01% NEW $432.37 -12.5%
240 KLAC KLA CORP Technology 1,491 $2.2M 0.01% NEW $1472.41 +28.6%
241 ED CONSOLIDATED EDISON INC Utilities 19,350 $2.2M 0.01% NEW $113.18 -5.3%
242 CRM SALESFORCE INC Technology 11,716 $2.2M 0.01% NEW $186.67 -10.2%
243 AFL AFLAC INC Financial Services 19,886 $2.2M 0.01% NEW $109.71 +6.5%
244 PNC PNC FINANCIAL SERVICES GROUP Financial Services 10,398 $2.2M 0.01% NEW $208.08 +2.6%
245 D DOMINION RESOURCES INC/VA Utilities 34,936 $2.2M 0.01% NEW $61.82 +1.9%
246 C CITIGROUP INC Financial Services 19,007 $2.2M 0.01% NEW $113.41 +8.8%
247 VXF VANGUARD EXTENDED MARKET ETF 10,428 $2.1M 0.01% NEW $205.80 +9.1%
248 STT SS SPDR DOW JONES INDUS AVG Financial Services 4,572 $2.1M 0.01% NEW $463.19 -66.8%
249 LIN LINDE PLC Basic Materials 4,134 $2.0M 0.01% NEW $495.81 +3.2%
250 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,836 $2.0M 0.01% NEW $96.47 +0.2%
251 CI THE CIGNA GROUP Healthcare 7,531 $2.0M 0.01% NEW $266.75 +6.9%
252 BSX BOSTON SCIENTIFIC CORP Healthcare 31,923 $2.0M 0.01% NEW $62.75 -16.0%
253 USB US BANCORP Financial Services 37,556 $2.0M 0.01% NEW $52.01 +2.7%
254 MRSH MARSH & MCLENNAN COS Financial Services 11,058 $1.9M 0.01% NEW $173.45 -7.7%
255 SUSA ISHARES ESG OPTIMIZED MSCI U 14,363 $1.9M 0.01% NEW $132.10 +13.2%
256 TDY BLACKROCK INC Technology 1,948 $1.9M 0.01% NEW $961.71 -33.6%
257 TT TRANE TECHNOLOGIES PLC Industrials 4,492 $1.9M 0.01% NEW $416.74 +15.6%
258 RY ROYAL BANK OF CANADA Financial Services 11,513 $1.9M 0.01% NEW $161.78 +11.2%
259 BSV VANGUARD SHORT-TERM BOND ETF 23,753 $1.9M 0.01% NEW $78.41 -0.8%
260 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,062 $1.8M 0.01% NEW $446.54 +0.9%
261 ASML ASML HOLDING NV-NY REG SHS Technology 1,328 $1.8M 0.01% NEW $1320.83 +13.7%
262 OEF ISHARES S&P 100 ETF 5,496 $1.7M 0.01% NEW $318.07 +16.1%
263 SCHD SCHWAB US DVD EQUITY ETF 56,631 $1.7M 0.01% NEW $30.68 +3.4%
264 FDX FEDEX CORP Industrials 4,868 $1.7M 0.01% NEW $356.14 +6.7%
265 SCHF SCHWAB INTL EQUITY ETF 69,728 $1.7M 0.01% NEW $24.75 +7.9%
266 VOX VANGUARD COMMUNICATION SERVI 9,524 $1.7M 0.01% NEW $179.84 +8.8%
267 GD GENERAL DYNAMICS CORP Industrials 4,933 $1.7M 0.01% NEW $343.22 -0.8%
268 WEC WEC ENERGY GROUP INC Utilities 14,621 $1.7M 0.01% NEW $115.77 -3.6%
269 IXUS ISHARES CORE INTL STOCK ETF 19,035 $1.6M 0.01% NEW $86.64 +7.8%
270 ISRG INTUITIVE SURGICAL INC Healthcare 3,569 $1.6M 0.01% NEW $460.94 -7.1%
271 MCO MOODY'S CORP Financial Services 3,768 $1.6M 0.01% NEW $436.25 -0.8%
272 IYW ISHARES USTECHNOLOGY ETF 9,044 $1.6M 0.01% NEW $181.42 +31.6%
273 ETR ENTERGY CORP Utilities 14,491 $1.6M 0.01% NEW $112.36 +0.5%
274 BEN FRANKLIN RESOURCES INC Financial Services 68,194 $1.6M 0.01% NEW $23.62 +34.8%
275 DFAS DIMENSIONAL US SMALL CAP ETF 22,575 $1.6M 0.01% NEW $71.13 +6.3%
276 CVS CVS HEALTH CORP Healthcare 22,201 $1.6M 0.01% NEW $71.82 +35.3%
277 NKE NIKE INC -CL B Consumer Cyclical 30,135 $1.6M 0.01% NEW $52.82 -20.4%
278 MSI MOTOROLA SOLUTIONS INC Technology 3,540 $1.5M 0.01% NEW $433.97 -8.0%
279 GLD SPDR GOLD SHARES Financial Services 3,564 $1.5M 0.01% NEW $430.29 -0.7%
280 ALL ALLSTATE CORP Financial Services 7,387 $1.5M 0.01% NEW $207.34 +4.8%
281 JCI JOHNSON CONTROLS INTERNATION Industrials 11,458 $1.5M 0.01% NEW $130.95 +9.8%
282 SCHG SCHWAB US LARGE-CAP GROWTH 51,186 $1.5M 0.01% NEW $29.13 +17.6%
283 YUM YUM BRANDS INC Consumer Cyclical 9,570 $1.5M 0.01% NEW $155.48 -3.1%
284 MTB M & T BANK CORP Financial Services 7,051 $1.5M 0.01% NEW $206.72 -0.5%
285 BX BLACKSTONE INC Financial Services 12,649 $1.5M 0.01% NEW $114.99 +2.5%
286 WWD WOODWARD INC Industrials 4,061 $1.5M 0.01% NEW $357.92 +2.1%
287 SHW SHERWIN-WILLIAMS CO/THE Basic Materials 4,532 $1.5M 0.01% NEW $320.52 -3.5%
288 IDV ISHARES SELECT DIVIDEND ETF 9,295 $1.4M 0.01% NEW $151.41 -70.7%
289 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 17,338 $1.4M 0.01% NEW $80.95 -4.0%
290 BKNG BOOKING HOLDINGS INC Consumer Cyclical 332 $1.4M 0.01% NEW $4210.32 -96.3%
291 VCR VANGUARD CONSUMER DISCRE ETF 3,864 $1.4M 0.01% NEW $359.03 +7.1%
292 DFAT DIMENSIONAL US TARGET VALUE 22,140 $1.4M 0.01% NEW $62.45 +4.6%
293 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 14,893 $1.4M 0.01% NEW $92.31 -2.8%
294 ENB ENBRIDGE INC Energy 25,367 $1.4M 0.01% NEW $54.14 +3.8%
295 FAST FASTENAL CO Industrials 29,467 $1.4M 0.01% NEW $46.40 -5.2%
296 PPG PPG INDUSTRIES INC Basic Materials 12,440 $1.3M 0.01% NEW $106.88 -0.9%
297 AZO AUTOZONE INC Consumer Cyclical 392 $1.3M 0.01% NEW $3377.78 -1.7%
298 ONC BEONE MEDICINES LTD-ADR Healthcare 4,439 $1.3M 0.01% NEW $296.97 +2.6%
299 NVS NOVARTIS AG-SPONSORED ADR Healthcare 8,623 $1.3M 0.01% NEW $152.75 -2.0%
300 CMI CUMMINS INC Industrials 2,434 $1.3M 0.01% NEW $538.02 +33.2%
301 EPD ENTERPRISE PRODUCTS PARTNERS Energy 34,524 $1.3M 0.01% NEW $37.84 +3.7%
302 STT STATE STREET CORP Financial Services 10,153 $1.3M 0.01% NEW $126.56 +21.5%
303 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 8,019 $1.3M 0.01% NEW $157.28 -1.0%
304 IJS ISHARES S&P SMALL-CAP 600 VA 10,490 $1.2M 0.01% NEW $118.45 +6.1%
305 ROST ROSS STORES INC Consumer Cyclical 5,734 $1.2M 0.01% NEW $216.63 -1.6%
306 MDT MEDTRONIC PLC Healthcare 14,189 $1.2M 0.01% NEW $86.65 -11.2%
307 GLW CORNING INC Technology 8,992 $1.2M 0.01% NEW $135.97 +53.2%
308 ROK ROCKWELL AUTOMATION INC Industrials 3,396 $1.2M 0.01% NEW $358.88 +27.2%
309 IDXX IDEXX LABORATORIES INC Healthcare 2,165 $1.2M 0.01% NEW $561.89 -5.2%
310 MU MICRON TECHNOLOGY INC Technology 3,576 $1.2M 0.01% NEW $337.84 +129.7%
311 AMP AMERIPRISE FINANCIAL INC Financial Services 2,665 $1.2M 0.01% NEW $444.40 +5.8%
312 VLO VALERO ENERGY CORP Energy 4,697 $1.2M 0.00% NEW $247.08 -0.9%
313 IJJ ISHARES S&P MID-CAP 400 VALU 8,750 $1.2M 0.00% NEW $132.50 +4.1%
314 CSL CARLISLE COS INC Industrials 3,475 $1.2M 0.00% NEW $333.62 +4.3%
315 NOW SERVICENOW INC Technology 11,071 $1.2M 0.00% NEW $104.55 -13.4%
316 CARR CARRIER GLOBAL CORP Industrials 20,552 $1.2M 0.00% NEW $56.31 +14.8%
317 CTAS CINTAS CORP Industrials 6,815 $1.2M 0.00% NEW $169.14 -1.9%
318 ILOW AB INTERNAL LOW VOLAT EQ ETF 26,987 $1.2M 0.00% NEW $42.66 +3.3%
319 DBMF IMGP DBI MANAGED FUTURES STR 37,908 $1.1M 0.00% NEW $30.15 +3.6%
320 VPU VANGUARD UTILITIES ETF 5,694 $1.1M 0.00% NEW $198.14 -4.0%
321 COR CENCORA INC Healthcare 3,584 $1.1M 0.00% NEW $314.18 -16.9%
322 APH AMPHENOL CORP-CL A Technology 8,762 $1.1M 0.00% NEW $126.35 -1.1%
323 DOV DOVER CORP Industrials 5,264 $1.1M 0.00% NEW $208.45 +2.8%
324 LH LABCORP HOLDINGS INC Healthcare 4,092 $1.1M 0.00% NEW $266.81 -4.8%
325 TMUS T-MOBILE US INC Communication Services 5,166 $1.1M 0.00% NEW $210.03 -10.4%
326 SHEL SHELL PLC-ADR Energy 11,584 $1.1M 0.00% NEW $93.00 -9.1%
327 ECL ECOLAB INC Basic Materials 3,963 $1.1M 0.00% NEW $266.02 -6.4%
328 ELV ELEVANCE HEALTH INC Healthcare 3,579 $1.0M 0.00% NEW $292.75 +35.5%
329 IJT ISHARES S&P SMALL-CAP 600 GR 7,193 $1.0M 0.00% NEW $144.71 +9.5%
330 EOG EOG RESOURCES INC Energy 7,174 $1.0M 0.00% NEW $144.57 -5.9%
331 TFC TRUIST FINANCIAL CORP Financial Services 22,477 $1.0M 0.00% NEW $45.97 +2.5%
332 IJK ISHARES S&P MID-CAP 400 GROW 10,221 $1.0M 0.00% NEW $100.62 +9.7%
333 KR KROGER CO Consumer Defensive 14,178 $1.0M 0.00% NEW $72.36 -7.7%
334 WOR WORTHINGTON ENTERPRISES INC Industrials 19,651 $1.0M 0.00% NEW $52.14 +6.7%
335 TILT FLEXSHARES MORNINGSTAR US MA 4,243 $1.0M 0.00% NEW $241.37 +11.1%
336 DELL TECHNOLOGIES -C 6,234 $1.0M 0.00% NEW $164.13
337 SCHA SCHWAB US SMALL-CAP ETF 35,045 $1.0M 0.00% NEW $29.08 +12.0%
338 IYY ISHARES DOW JONES U.S. ETF 6,420 $1.0M 0.00% NEW $158.45 +13.2%
339 REGN REGENERON PHARMACEUTICALS Healthcare 1,310 $1.0M 0.00% NEW $772.64 -7.7%
340 SPIP SS SPDR P TIPS ETF 38,755 $1.0M 0.00% NEW $26.01 -0.3%
341 CEG CONSTELLATION ENERGY Utilities 3,566 $996K 0.00% NEW $279.25 -4.3%
342 WAT WATERS CORP Healthcare 3,233 $963K 0.00% NEW $297.80 +11.9%
343 SPYM STE STR SPDR PT S&P 500 ETF 12,549 $960K 0.00% NEW $76.54 +13.7%
344 ATO ATMOS ENERGY CORP Utilities 5,082 $939K 0.00% NEW $184.72 -4.5%
345 HDV ISHARES CORE HIGH DIVIDEND E 6,842 $929K 0.00% NEW $135.72 -79.9%
346 LNT ALLIANT ENERGY CORP Utilities 12,844 $922K 0.00% NEW $71.76 +1.0%
347 CRWD CROWDSTRIKE HOLDINGS INC - A Technology 2,342 $914K 0.00% NEW $390.48 +48.5%
348 FTNT FORTINET INC Technology 11,179 $914K 0.00% NEW $81.72 +49.1%
349 CTVA CORTEVA INC Basic Materials 10,900 $912K 0.00% NEW $83.71 -0.5%
350 RSG REPUBLIC SERVICES INC Industrials 4,157 $910K 0.00% NEW $219.02 -4.7%
351 WS WORTHINGTON STEEL INC Basic Materials 29,316 $890K 0.00% NEW $30.35 +34.0%
352 PLTR PALANTIR TECHNOLOGIES INC-A Technology 6,010 $879K 0.00% NEW $146.28 -8.6%
353 UPS UNITED PARCEL SERVICE-CL B Industrials 8,918 $877K 0.00% NEW $98.38 +0.0%
354 ANET ARISTA NETWORKS INC Technology 7,144 $877K 0.00% NEW $122.78 +15.6%
355 XEL XCEL ENERGY INC Utilities 10,947 $870K 0.00% NEW $79.44 +0.7%
356 AMT AMERICAN TOWER CORP Real Estate 5,029 $868K 0.00% NEW $172.58 -1.1%
357 BP BP PLC-SPONS ADR Energy 18,311 $861K 0.00% NEW $47.00 -5.6%
358 SYY SYSCO CORP Consumer Defensive 12,060 $860K 0.00% NEW $71.33 +2.4%
359 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 20,832 $860K 0.00% NEW $41.27 +28.3%
360 VFH VANGUARD FINANCIALS ETF 7,099 $858K 0.00% NEW $120.81 +3.7%
361 CME CME GROUP INC Financial Services 2,857 $844K 0.00% NEW $295.33 +1.2%
362 ZTS ZOETIS INC Healthcare 7,062 $835K 0.00% NEW $118.21 -36.1%
363 HSY HERSHEY CO/THE Consumer Defensive 3,911 $813K 0.00% NEW $207.89 -8.5%
364 DGRO ISHARES CORE DIVIDEND GROWTH 11,498 $807K 0.00% NEW $70.18 +4.5%
365 GSK GSK PLC-SPON ADR Healthcare 14,610 $806K 0.00% NEW $55.19 -7.7%
366 FNDX SCHWAB FNDMNTL US LRG CO ETF 28,906 $805K 0.00% NEW $27.85 +8.8%
367 PWR QUANTA SERVICES INC Industrials 1,465 $804K 0.00% NEW $549.09 +42.1%
368 PGR PROGRESSIVE CORP Financial Services 4,014 $796K 0.00% NEW $198.24 -1.2%
369 BMO BANK OF MONTREAL Financial Services 5,827 $789K 0.00% NEW $135.34 +12.7%
370 EW EDWARDS LIFESCIENCES CORP Healthcare 9,838 $788K 0.00% NEW $80.08 +1.6%
371 VIS VANGUARD INDUSTRIALS ETF 2,507 $783K 0.00% NEW $312.22 +7.1%
372 HL HECLA MINING CO Basic Materials 41,519 $773K 0.00% NEW $18.63 +4.4%
373 DFIV DIMENSIONAL INTERNATIONAL VA 14,571 $769K 0.00% NEW $52.78 +3.9%
374 MCHP MICROCHIP TECHNOLOGY INC Technology 11,779 $761K 0.00% NEW $64.61 +50.2%
375 WELL WELLTOWER INC Real Estate 3,834 $758K 0.00% NEW $197.73 +10.1%
376 XLRE SS REAL ESTATE SELECT SECTOR 17,801 $727K 0.00% NEW $40.83 +5.9%
377 AZN ASTRAZENECA PLC Healthcare 3,643 $718K 0.00% NEW $197.08 -7.9%
378 ONTO ONTO INNOVATION INC Technology 3,500 $718K 0.00% NEW $205.07 +35.2%
379 XLB SS MATERIALS SELECT SECTOR 14,353 $717K 0.00% NEW $49.97 +0.7%
380 BG BUNGE GLOBAL SA Consumer Defensive 5,561 $707K 0.00% NEW $127.20 -3.7%
381 SPTM SS SPDR P S&P 1500 COMP ETF 8,938 $707K 0.00% NEW $79.06 +13.2%
382 IUSV ISHARES CORE S&P U.S. VALUE 6,873 $703K 0.00% NEW $102.25 +5.8%
383 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,988 $686K 0.00% NEW $345.15 -10.9%
384 FITBI FIFTH THIRD BANCORP Financial Services 14,727 $684K 0.00% NEW $46.46 -45.2%
385 TEL TE CONNECTIVITY PLC Technology 3,254 $680K 0.00% NEW $209.02 -1.1%
386 MRVL MARVELL TECHNOLOGY INC Technology 6,822 $676K 0.00% NEW $99.05 +84.3%
387 URI UNITED RENTALS INC Industrials 925 $674K 0.00% NEW $728.56 +33.5%
388 USMV ISHARES MSCI USA MIN VOL FAC 7,262 $673K 0.00% NEW $92.74 +2.1%
389 CP CANADIAN PACIFIC KANSAS CITY Industrials 8,533 $671K 0.00% NEW $78.66 +10.5%
390 MET METLIFE INC Financial Services 9,380 $663K 0.00% NEW $70.72 +12.0%
391 SREA SEMPRA Utilities 6,645 $646K 0.00% NEW $97.17 -77.8%
392 OGE OGE ENERGY CORP Utilities 13,405 $643K 0.00% NEW $47.96 -0.9%
393 OKE ONEOK INC Energy 7,017 $634K 0.00% NEW $90.39 +0.7%
394 WMB WILLIAMS COS INC Energy 8,669 $631K 0.00% NEW $72.78 +6.7%
395 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 17,370 $627K 0.00% NEW $36.12 +5.1%
396 AVUS AVANTIS U.S. EQUITY ETF 5,594 $622K 0.00% NEW $111.18 +11.9%
397 NTRSO NORTHERN TRUST CORP Financial Services 4,399 $614K 0.00% NEW $139.57 -86.2%
398 VRT VERTIV HOLDINGS CO-A Industrials 2,423 $607K 0.00% NEW $250.54 +50.2%
399 STX SEAGATE TECHNOLOGY HOLDINGS Technology 1,536 $602K 0.00% NEW $391.76 +105.4%
400 GBIL GOLDMAN SACHS ACCESS TREASUR 6,000 $601K 0.00% NEW $100.19 -0.1%
401 HWM HOWMET AEROSPACE INC Industrials 2,599 $599K 0.00% NEW $230.46 +18.2%
402 VTEI VANGUARD INT TAX-EXEMPT BOND 5,957 $595K 0.00% NEW $99.94
403 PLSE PULSE BIOSCIENCES INC Healthcare 27,298 $589K 0.00% NEW $21.59 +25.5%
404 ESGV VANGUARD ESG US STOCK ETF 5,243 $589K 0.00% NEW $112.27 +15.7%
405 UBER UBER TECHNOLOGIES INC Technology 8,169 $588K 0.00% NEW $71.93 +3.8%
406 MGK VANGUARD MEGA CAP GROWTH ETF 1,594 $586K 0.00% NEW $367.44 -75.9%
407 CWI STATE STREET SPDR MSCI ACWI 15,891 $581K 0.00% NEW $36.59 +7.6%
408 WBD WARNER BROS DISCOVERY INC Communication Services 21,118 $580K 0.00% NEW $27.46 -1.2%
409 VIGI VANGUARD INT DIV APP INDX FD 6,508 $576K 0.00% NEW $88.46 +4.1%
410 CGW INVESCO S&P GLOBAL WATER IND 9,000 $575K 0.00% NEW $63.94 -3.7%
411 PLD PROLOGIS INC Real Estate 4,347 $575K 0.00% NEW $132.18 +7.9%
412 AME AMETEK INC Industrials 2,664 $571K 0.00% NEW $214.34 +6.3%
413 HBC2 HSBC HOLDINGS PLC-SPONS ADR 6,902 $569K 0.00% NEW $82.49
414 SPBO SS SPDR P CORP BOND ETF 19,520 $567K 0.00% NEW $29.03 -0.9%
415 MKL MARKEL GROUP INC Financial Services 291 $557K 0.00% NEW $1914.07 -3.6%
416 WT WISDOMTREE U.S. QUALITY DIVI Financial Services 6,293 $553K 0.00% NEW $87.84 -77.4%
417 AON AON PLC-CLASS A Financial Services 1,707 $551K 0.00% NEW $322.78 -1.7%
418 AVAV AEROVIRONMENT INC Industrials 3,000 $549K 0.00% NEW $183.05 -13.7%
419 VOOG VANGUARD S&P 500 GROWTH ETF 1,312 $535K 0.00% NEW $407.69 -79.8%
420 AKRE AKRE FOCUS ETF 10,078 $533K 0.00% NEW $52.85 +0.5%
421 EIX EDISON INTERNATIONAL Utilities 7,239 $530K 0.00% NEW $73.18 -3.3%
422 AXON AXON ENTERPRISE INC Industrials 1,246 $529K 0.00% NEW $424.69 -7.7%
423 IMTB ISHARES CORE 5-10 YEAR USD 11,960 $524K 0.00% NEW $43.82 -1.4%
424 SPHQ INVESCO S&P 500 QUALITY ETF 6,944 $522K 0.00% NEW $75.19 +9.8%
425 ISTB ISHARES CORE 1-5 YEAR USD BO 10,708 $519K 0.00% NEW $48.46 -0.7%
426 BIIB BIOGEN INC Healthcare 2,817 $516K 0.00% NEW $183.33 +5.2%
427 FCX FREEPORT-MCMORAN INC Basic Materials 8,781 $516K 0.00% NEW $58.78 +12.5%
428 Q QNITY ELECTRONICS INC Technology 4,457 $514K 0.00% NEW $115.38 +42.2%
429 FANG DIAMONDBACK ENERGY INC Energy 2,594 $513K 0.00% NEW $197.79 +1.2%
430 BN BROOKFIELD CORP Financial Services 12,666 $513K 0.00% NEW $40.47 +12.5%
431 PHO INVESCO WATER RESOURCES ETF 7,653 $512K 0.00% NEW $66.86 -3.7%
432 FISV FISERV INC Technology 9,073 $506K 0.00% NEW $55.80 -4.2%
433 HUBB HUBBELL INC Industrials 1,029 $505K 0.00% NEW $490.74 -1.8%
434 LNG CHENIERE ENERGY INC Energy 1,765 $501K 0.00% NEW $283.76 -15.0%
435 SOLSTICE ADV MATERIALS INC 6,570 $500K 0.00% NEW $76.16
436 ACWI ISHARES MSCI ACWI ETF 3,611 $500K 0.00% NEW $138.37 +11.4%
437 ITM VANECK INTERMEDIATE MUNI ETF 10,758 $499K 0.00% NEW $46.43 -0.1%
438 VCSH VANGUARD S/T CORP BOND ETF 6,283 $498K 0.00% NEW $79.27 -0.6%
439 DFSD DIMENSIONAL SHORT DURATION 10,360 $496K 0.00% NEW $47.88 -0.3%
440 IBB ISHARES BIOTECHNOLOGY ETF 2,917 $493K 0.00% NEW $168.85 -1.2%
441 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 10,856 $492K 0.00% NEW $45.30 -32.7%
442 EXK ENDEAVOUR SILVER CORP Basic Materials 52,800 $492K 0.00% NEW $9.31 +15.9%
443 PAYX PAYCHEX INC Industrials 5,319 $490K 0.00% NEW $92.12 -3.6%
444 JMUB JPMORGAN MUNICIPAL ETF 9,785 $489K 0.00% NEW $49.99 -0.1%
445 CTSH COGNIZANT TECH SOLUTIONS-A Technology 7,958 $488K 0.00% NEW $61.35 -24.9%
446 PPL PPL CORP Utilities 12,695 $485K 0.00% NEW $38.20 -6.3%
447 FIDELITY NATIONAL INFO SERV 10,270 $482K 0.00% NEW $46.91
448 FTCS FIRST TRUST CAPITAL STRENGTH 5,186 $481K 0.00% NEW $92.76 -0.3%
449 SHOP SHOPIFY INC - CLASS A Technology 4,029 $478K 0.00% NEW $118.62 -17.9%
450 SLB SLB LTD Energy 9,164 $471K 0.00% NEW $51.39 +8.5%
451 EXC EXELON CORP Utilities 9,594 $470K 0.00% NEW $49.02 -9.4%
452 DAKT DAKTRONICS INC Technology 24,000 $469K 0.00% NEW $19.55 +1.3%
453 AVY AVERY DENNISON CORP Industrials 2,707 $467K 0.00% NEW $172.68 -9.5%
454 NVT NVENT ELECTRIC PLC Industrials 3,926 $464K 0.00% NEW $118.28 +47.1%
455 VDC VANGUARD CONSUMER STAPLE ETF 2,063 $463K 0.00% NEW $224.59 +3.0%
456 IMCB ISHARES MORNINGSTAR MID-CAP 5,476 $457K 0.00% NEW $83.43 +8.2%
457 AEE AMEREN CORPORATION Utilities 4,149 $456K 0.00% NEW $109.92 -3.2%
458 SANM SANMINA CORP Technology 3,479 $451K 0.00% NEW $129.64 +86.7%
459 VYMI VANGUARD INT HIGH DVD YLD IN 4,765 $449K 0.00% NEW $94.24 +4.3%
460 GIS GENERAL MILLS INC Consumer Defensive 12,000 $447K 0.00% NEW $37.22 -11.0%
461 RDNT RADNET INC Healthcare 7,991 $447K 0.00% NEW $55.89 -4.4%
462 XYL XYLEM INC Industrials 3,737 $447K 0.00% NEW $119.50 -8.4%
463 CW CURTISS-WRIGHT CORP Industrials 655 $446K 0.00% NEW $681.12 +10.2%
464 ESS ESSEX PROPERTY TRUST INC Real Estate 1,840 $445K 0.00% NEW $242.00 +11.0%
465 DCI DONALDSON CO INC Industrials 5,228 $444K 0.00% NEW $84.87 -1.2%
466 NYM AB NEW YORK INTER MUNI ETF 17,777 $444K 0.00% NEW $24.95
467 XPO XPO INC Industrials 2,277 $443K 0.00% NEW $194.55 +5.7%
468 ENSG ENSIGN GROUP INC/THE Healthcare 2,165 $436K 0.00% NEW $201.50 -11.0%
469 SNPS SYNOPSYS INC Technology 1,096 $435K 0.00% NEW $396.48 +28.6%
470 SPSM SS SPDR P S&P 600 SMALL CAP 8,819 $426K 0.00% NEW $48.32 +7.9%
471 NJR NEW JERSEY RESOURCES CORP Utilities 7,756 $426K 0.00% NEW $54.92 +5.2%
472 IVOO VANGUARD S&P MID-CAP 400 ETF 3,709 $424K 0.00% NEW $114.32 +6.9%
473 DD DUPONT DE NEMOURS INC Basic Materials 9,236 $423K 0.00% NEW $45.80 +10.5%
474 VAW VANGUARD MATERIALS ETF 1,867 $421K 0.00% NEW $225.34 +0.7%
475 UL UNILEVER PLC-SPONSORED ADR Consumer Defensive 7,373 $420K 0.00% NEW $56.97 +0.6%
476 DFAI DIMENSIONAL INTERNATIONAL CO 10,759 $419K 0.00% NEW $38.96 +4.8%
477 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,891 $418K 0.00% NEW $38.42 +16.7%
478 SNOW SNOWFLAKE INC Technology 2,751 $415K 0.00% NEW $150.80 -0.0%
479 IYC ISHARES US CONSUMER DISCRETI 4,260 $413K 0.00% NEW $96.92 +3.5%
480 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,764 $409K 0.00% NEW $32.01 +2.0%
481 QQQM INVESCO NASDAQ 100 ETF 1,704 $405K 0.00% NEW $237.62 +22.8%
482 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 5,646 $402K 0.00% NEW $71.18 -12.0%
483 TDG TRANSDIGM GROUP INC Industrials 343 $398K 0.00% NEW $1158.96 +1.7%
484 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 1,434 $395K 0.00% NEW $275.18 -3.6%
485 SCHE SCHWAB EMRG MRKTS EQTY ETF 11,729 $386K 0.00% NEW $32.95 +7.6%
486 ADM ARCHER-DANIELS-MIDLAND CO Consumer Defensive 5,261 $382K 0.00% NEW $72.69 +10.6%
487 ADSK AUTODESK INC Technology 1,579 $378K 0.00% NEW $239.40 -1.2%
488 DFEM DIMENSIONAL EMRG MRKT CORE 10,922 $377K 0.00% NEW $34.55 +13.4%
489 OTIS OTIS WORLDWIDE CORP Industrials 4,867 $375K 0.00% NEW $77.07 -5.2%
490 ROP ROPER TECHNOLOGIES INC Industrials 1,059 $375K 0.00% NEW $353.86 -10.1%
491 IWC ISHARES MICRO-CAP ETF 2,347 $375K 0.00% NEW $159.61 +14.0%
492 AVEM AVANTIS EMERGING MARKETS EQ 4,646 $374K 0.00% NEW $80.58 +14.0%
493 MELI MERCADOLIBRE INC Consumer Cyclical 216 $374K 0.00% NEW $1732.22 -7.2%
494 CNP CENTERPOINT ENERGY INC Utilities 8,642 $373K 0.00% NEW $43.16 -1.4%
495 TLH ISHARES 10-20 YEAR TREASURY 3,698 $372K 0.00% NEW $100.72 -2.9%
496 AJG ARTHUR J GALLAGHER & CO Financial Services 1,708 $370K 0.00% NEW $216.58 -7.7%
497 PAVE GLOBAL X US INFRASTRUCTURE 7,265 $369K 0.00% NEW $50.81 +9.1%
498 GWW WW GRAINGER INC Industrials 337 $368K 0.00% NEW $1090.81 +17.7%
499 SCCO SOUTHERN COPPER CORP Basic Materials 2,134 $367K 0.00% NEW $172.06 +9.6%
500 FBT FIRST TRUST NYSE ARCA BIOTEC 1,823 $366K 0.00% NEW $200.82 +3.0%
501 BKMI BNY MELLON MUNI INT ETF 13,920 $363K 0.00% NEW $26.10 +0.0%
502 LNC LINCOLN NATIONAL CORP Financial Services 10,217 $363K 0.00% NEW $35.50 -2.7%
503 SPXC SPX TECHNOLOGIES INC Industrials 1,805 $361K 0.00% NEW $199.94 +1.8%
504 STE STERIS PLC Healthcare 1,622 $359K 0.00% NEW $221.13 -2.3%
505 IGIB ISHARES 5-10Y INV GRADE CORP 6,726 $358K 0.00% NEW $53.22 -0.9%
506 DTM DT MIDSTREAM INC Energy 2,644 $356K 0.00% NEW $134.67 +10.0%
507 ADX ADAMS DIVERSIFIED EQUITY Financial Services 16,255 $356K 0.00% NEW $21.89 +14.5%
508 HBANM HUNTINGTON BANCSHARES INC Financial Services 22,708 $355K 0.00% NEW $15.65 +45.0%
509 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 4,307 $355K 0.00% NEW $82.51 -5.1%
510 F FORD MOTOR CO Consumer Cyclical 30,781 $355K 0.00% NEW $11.54 +25.5%
511 GM GENERAL MOTORS CO Consumer Cyclical 4,719 $352K 0.00% NEW $74.50 +4.4%
512 FDL FIRST TRUST MORN DVD LEAD IN 6,883 $350K 0.00% NEW $50.80 -2.2%
513 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,560 $346K 0.00% NEW $135.23 -0.7%
514 FN FABRINET Technology 663 $346K 0.00% NEW $521.52 +43.1%
515 CNI CANADIAN NATL RAILWAY CO Industrials 3,364 $346K 0.00% NEW $102.77 +9.4%
516 STZ CONSTELLATION BRANDS INC-A Consumer Defensive 2,282 $342K 0.00% NEW $149.99 -6.3%
517 ONEQ FIDELITY NASDAQ COMP INDX 4,023 $342K 0.00% NEW $84.91 +21.8%
518 SCHZ SCHWAB US AGGREGATE BOND ETF 14,511 $337K 0.00% NEW $23.22 -1.2%
519 IGSB ISHARES 1-5Y INV GRADE CORP 6,389 $336K 0.00% NEW $52.56 -0.6%
520 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,687 $333K 0.00% NEW $90.42 -8.6%
521 PYPL PAYPAL HOLDINGS INC Financial Services 7,321 $331K 0.00% NEW $45.23 -0.4%
522 IXN ISHARES GLOBAL TECH ETF 3,312 $331K 0.00% NEW $99.97 +32.1%
523 DSI ISHARES ESG MSCI KLD 400 ETF 2,709 $328K 0.00% NEW $121.19 +16.1%
524 SPLV INVESCO S&P 500 LOW VOLATILI 4,476 $327K 0.00% NEW $73.14 -1.1%
525 RPM RPM INTERNATIONAL INC Basic Materials 3,293 $327K 0.00% NEW $99.40 -1.0%
526 NEM NEWMONT CORP Basic Materials 3,009 $326K 0.00% NEW $108.25 +7.5%
527 SMH VANECK SEMICONDUCTOR ETF 848 $325K 0.00% NEW $383.40 +45.1%
528 BIV VANGUARD INT-TERM CORPORATE 3,928 $325K 0.00% NEW $82.75 -8.1%
529 DOW DOW INC Basic Materials 7,772 $324K 0.00% NEW $41.65 -6.9%
530 CATY CATHAY GENERAL BANCORP Financial Services 6,452 $322K 0.00% NEW $49.86 +11.5%
531 NAD NUVEEN QUALITY MUNICIPAL INC Financial Services 27,944 $321K 0.00% NEW $11.50 +3.1%
532 PCAR PACCAR INC Industrials 2,782 $321K 0.00% NEW $115.50 -2.5%
533 TY TRI-CONTINENTAL CORP Financial Services 10,136 $320K 0.00% NEW $31.59 +9.8%
534 WPC WP CAREY INC Real Estate 4,707 $320K 0.00% NEW $67.96 +8.4%
535 AIG AMERICAN INTERNATIONAL GROUP Financial Services 4,232 $318K 0.00% NEW $75.25 +1.1%
536 MKC MCCORMICK & CO-NON VTG SHRS Consumer Defensive 6,306 $318K 0.00% NEW $50.44 -7.8%
537 VSGX VANGUARD ESG INTL STOCK ETF 4,402 $316K 0.00% NEW $71.73 +9.5%
538 IUSB ISHR CR UNVRSE USD BD ETF-UI 6,833 $316K 0.00% NEW $46.19 -1.1%
539 WOOD ISHARES GLOBAL TIMBER & FORE 4,412 $313K 0.00% NEW $70.95 -8.2%
540 TXT TEXTRON INC Industrials 3,552 $311K 0.00% NEW $87.56 +4.5%
541 PRF INVESCO RAFI US 1000 ETF 6,479 $308K 0.00% NEW $47.53 +9.9%
542 EWZ FIRST TRUST RISING DIVIDEND 4,469 $305K 0.00% NEW $68.28 -46.9%
543 CLX CLOROX COMPANY Consumer Defensive 2,944 $305K 0.00% NEW $103.63 -12.7%
544 AWK AMERICAN WATER WORKS CO INC Utilities 2,241 $305K 0.00% NEW $136.09 -8.7%
545 WSM WILLIAMS-SONOMA INC Consumer Cyclical 1,672 $305K 0.00% NEW $182.33 -4.8%
546 EQT EQT CORP Energy 4,760 $303K 0.00% NEW $63.64 -11.1%
547 DVA DAVITA INC Healthcare 1,969 $303K 0.00% NEW $153.69 +25.3%
548 SLV ISHARES SILVER TRUST Financial Services 4,439 $302K 0.00% NEW $68.14 +1.3%
549 AEM AGNICO EAGLE MINES LTD Basic Materials 1,478 $300K 0.00% NEW $202.98 -11.2%
550 PRU PRUDENTIAL FINANCIAL INC Financial Services 3,051 $298K 0.00% NEW $97.69 +5.6%
551 IR INGERSOLL RAND INC Industrials 3,709 $297K 0.00% NEW $80.12 -10.4%
552 IDU ISHARES US UTILITIES ETF 2,550 $296K 0.00% NEW $116.11 -4.3%
553 HCA HCA HEALTHCARE INC Healthcare 617 $292K 0.00% NEW $473.24 -8.6%
554 SCHM SCHWAB US MID CAP ETF 9,418 $292K 0.00% NEW $30.96 +9.7%
555 FTEC FIDELITY MSCI INFO TECH INDX 1,400 $291K 0.00% NEW $208.05 +30.0%
556 BROADRIDGE FINANCIAL SOLUTIO 1,783 $290K 0.00% NEW $162.48
557 KEYS KEYSIGHT TECHNOLOGIES IN Technology 1,017 $287K 0.00% NEW $282.37 +28.0%
558 NRG NRG ENERGY INC Utilities 1,962 $287K 0.00% NEW $146.14 -7.8%
559 SYBT STOCK YARDS BANCORP INC Financial Services 4,293 $285K 0.00% NEW $66.29 +5.7%
560 O REALTY INCOME CORP Real Estate 4,626 $283K 0.00% NEW $61.18 +1.3%
561 IYH ISHARES U.S. HEALTHCARE ETF 4,580 $282K 0.00% NEW $61.64 -1.2%
562 VDE VANGUARD ENERGY ETF 1,627 $282K 0.00% NEW $173.04 -2.7%
563 DFAE DIMENSIONAL EMERGING CORE EQ 8,305 $281K 0.00% NEW $33.86 +13.7%
564 B BARRICK MINING CORP Basic Materials 6,887 $281K 0.00% NEW $40.79 -0.4%
565 VTES VANGUARD SH TERM TAX-EX BOND 2,771 $280K 0.00% NEW $101.14 -0.4%
566 ES EVERSOURCE ENERGY Utilities 4,042 $280K 0.00% NEW $69.28 -0.7%
567 FLQL FRANKLIN U.S. LARGE CAP MULT 4,118 $279K 0.00% NEW $67.64 +13.0%
568 GRMN GARMIN LTD Technology 1,200 $278K 0.00% NEW $232.01 +1.0%
569 TFII TFI INTERNATIONAL INC Industrials 2,546 $277K 0.00% NEW $108.63 +31.4%
570 NVO NOVO-NORDISK A/S-SPONS ADR Healthcare 7,445 $274K 0.00% NEW $36.75 +24.6%
571 IDA IDACORP INC Utilities 1,897 $271K 0.00% NEW $142.97 -0.5%
572 VONE VANGUARD RUSSELL 1000 916 $270K 0.00% NEW $295.12 +12.8%
573 ULTA ULTA BEAUTY INC Consumer Cyclical 517 $270K 0.00% NEW $522.71 -4.7%
574 MGV VANGUARD MEGA CAP VALUE ETF 1,859 $269K 0.00% NEW $144.95 +6.3%
575 FNV FRANCO-NEVADA CORP Basic Materials 1,089 $269K 0.00% NEW $247.05 -3.7%
576 SPOT SPOTIFY TECHNOLOGY SA Communication Services 555 $269K 0.00% NEW $484.56 -10.7%
577 ET ENERGY TRANSFER LP Energy 13,924 $269K 0.00% NEW $19.30 +5.5%
578 PXF INVESCO RAFI DEVELOPED MARKE 3,785 $265K 0.00% NEW $69.90 +7.6%
579 SNA SNAP-ON INC Industrials 728 $264K 0.00% NEW $363.22 +0.9%
580 SPTI SS SPDR P INT TERM TSY ETF 9,215 $264K 0.00% NEW $28.66 -1.5%
581 GSLC GOLDMAN ACTIVEBETA US LC ETF 2,100 $263K 0.00% NEW $125.13 +11.9%
582 DFAX DIMENSIONAL WORLD EX US CORE 7,734 $263K 0.00% NEW $33.97 +7.7%
583 AGZ ISHARES AGENCY BOND ETF 2,394 $263K 0.00% NEW $109.71 -0.9%
584 AKAM AKAMAI TECHNOLOGIES INC Technology 2,283 $262K 0.00% NEW $114.85 +31.4%
585 RVT ROYCE SMALL-CAP TRUST INC Financial Services 15,677 $260K 0.00% NEW $16.60 +8.6%
586 VTOL BRISTOW GROUP INC Energy 5,511 $258K 0.00% NEW $46.89 -9.1%
587 A AGILENT TECHNOLOGIES INC Healthcare 2,264 $258K 0.00% NEW $113.98 -2.0%
588 FE FIRSTENERGY CORP Utilities 5,079 $257K 0.00% NEW $50.66 -12.2%
589 AFGB AMERICAN FINANCIAL GROUP INC Financial Services 2,011 $257K 0.00% NEW $127.71 -83.4%
590 DTE DTE ENERGY COMPANY Utilities 1,738 $254K 0.00% NEW $146.22 -1.7%
591 EBAY EBAY INC Consumer Cyclical 2,783 $253K 0.00% NEW $91.02 +24.4%
592 FTXH FIRST TRUST NASDAQ CYBERSECU 4,040 $253K 0.00% NEW $62.68 -46.0%
593 FVD FIRST TRUST VALUE LINE DVD 5,358 $252K 0.00% NEW $47.03 -0.9%
594 RS RELIANCE INC Basic Materials 828 $252K 0.00% NEW $303.92 +21.0%
595 DLR DIGITAL REALTY TRUST INC Real Estate 1,395 $251K 0.00% NEW $180.21 +7.0%
596 OSK OSHKOSH CORP Industrials 1,706 $251K 0.00% NEW $147.21 -14.3%
597 CAH CARDINAL HEALTH INC Healthcare 1,188 $251K 0.00% NEW $211.31 -7.6%
598 EMLP FIRST TRUST NORTH AMERICAN E 5,727 $250K 0.00% NEW $43.66 -0.0%
599 DGX QUEST DIAGNOSTICS INC Healthcare 1,265 $248K 0.00% NEW $195.98 -4.1%
600 FNDF SCHWAB FNDMN INTL LRG CO ETF 5,041 $247K 0.00% NEW $48.93 +7.4%
601 TOTL SS DOUBLELINE TR TACT ETF 6,194 $246K 0.00% NEW $39.73 -1.4%
602 COCA-COLA EUROPACIFIC PARTNE 2,709 $246K 0.00% NEW $90.67
603 NET CLOUDFLARE INC - CLASS A Technology 1,187 $245K 0.00% NEW $206.37 -3.2%
604 ALG ALAMO GROUP INC Industrials 1,484 $245K 0.00% NEW $164.97 -10.7%
605 IRM IRON MOUNTAIN INC Real Estate 2,381 $243K 0.00% NEW $102.14 +25.1%
606 AVLV AVANTIS US LARGE CAP VALUE 2,997 $242K 0.00% NEW $80.61 +9.0%
607 COWZ PACER US CASH COWS 100 ETF 3,852 $241K 0.00% NEW $62.56 +0.6%
608 TCHP T ROWE PRICE BLUE CHIP GROWT 5,454 $241K 0.00% NEW $44.18 +16.7%
609 YUMC YUM CHINA HOLDINGS INC Consumer Cyclical 4,932 $241K 0.00% NEW $48.78 -5.7%
610 NEAR ISHARES SH DBA ETF USD INC 4,714 $240K 0.00% NEW $50.83 -0.4%
611 NUE NUCOR CORP Basic Materials 1,410 $238K 0.00% NEW $169.10 +37.7%
612 CDC VICTORYSHARES US EQ INCOME E 3,326 $238K 0.00% NEW $71.43 +0.1%
613 AMX AMERICA MOVIL SAB DE CV Communication Services 9,246 $236K 0.00% NEW $25.48 +4.4%
614 KMI KINDER MORGAN INC Energy 6,918 $232K 0.00% NEW $33.53 -0.4%
615 NDSN NORDSON CORP Industrials 866 $230K 0.00% NEW $266.06 +5.3%
616 IHDG WISDOMTREE INTERNATIONAL HED 4,771 $230K 0.00% NEW $48.15 +3.0%
617 BIL SS SPDR BB 1-3M T-BILL ETF 2,480 $227K 0.00% NEW $91.64 -0.1%
618 IDEV ISHARES CORE MSCI DEV MKTS 2,698 $225K 0.00% NEW $83.57 +5.1%
619 ACWX ISHARES MSCI ACWI EX US ETF 3,289 $225K 0.00% NEW $68.47 +7.6%
620 WTRG ESSENTIAL UTILITIES INC Utilities 5,578 $225K 0.00% NEW $40.27 -6.9%
621 AMRC AMERESCO INC-CL A Industrials 8,804 $225K 0.00% NEW $25.50 +29.5%
622 FSLR FIRST SOLAR INC Energy 1,137 $224K 0.00% NEW $197.26 +17.4%
623 DLTR DOLLAR TREE INC Consumer Defensive 2,041 $224K 0.00% NEW $109.51 -17.8%
624 APP APPLOVIN CORP-CLASS A Technology 558 $222K 0.00% NEW $398.14 +25.8%
625 EFX EQUIFAX INC Industrials 1,232 $222K 0.00% NEW $180.07 -12.4%
626 TROW T ROWE PRICE GROUP INC Financial Services 2,417 $218K 0.00% NEW $90.14 +13.6%
627 EZM WISDOMTREE US MIDCAP FUND 3,221 $217K 0.00% NEW $67.22 +5.7%
628 MNST MONSTER BEVERAGE CORP Consumer Defensive 2,985 $216K 0.00% NEW $72.46 +18.4%
629 VSS VANGUARD FTSE ALL WO X-US SC 1,476 $215K 0.00% NEW $145.79 +8.1%
630 SPYX SS SPDR S&P 500 FOSS FL ETF 4,054 $215K 0.00% NEW $53.03 +13.9%
631 CBSH COMMERCE BANCSHARES INC Financial Services 4,348 $214K 0.00% NEW $49.20 +3.6%
632 VOOV VANGUARD S&P 500 VALUE ETF 1,038 $212K 0.00% NEW $203.79 +5.9%
633 EMN EASTMAN CHEMICAL CO Basic Materials 2,770 $211K 0.00% NEW $76.32 -5.0%
634 DISV DIMENSIONAL INTERNATIONAL SM 5,360 $211K 0.00% NEW $39.44 +5.8%
635 AVDV AVANTIS INTL S/C VALUE ETF 2,111 $211K 0.00% NEW $99.86 +8.0%
636 DBEF XTRACKERS MSCI EAFE HEDGED E 4,235 $209K 0.00% NEW $49.40 +4.5%
637 RWR SS SPDR DOW JONES REIT ETF 2,071 $209K 0.00% NEW $100.97 +7.0%
638 SCHV SCHWAB US LARGE-CAP VALUE 6,847 $209K 0.00% NEW $30.50 +6.8%
639 ACGLO ARCH CAPITAL GROUP LTD Financial Services 2,152 $207K 0.00% NEW $95.99 -79.0%
640 DFUV DIMENSIONAL US VTOR EQTY ETF 3,458 $205K 0.00% NEW $59.35 -12.1%
641 EXPE EXPEDIA GROUP INC Consumer Cyclical 887 $205K 0.00% NEW $230.89 -5.9%
642 CMS CMS ENERGY CORP Utilities 2,636 $205K 0.00% NEW $77.58 -5.6%
643 SGOL ABRDN PHYSICAL GOLD SHARES Financial Services 4,580 $204K 0.00% NEW $44.62 -3.0%
644 ALB ALBEMARLE CORP Basic Materials 1,135 $204K 0.00% NEW $179.53 +0.5%
645 PLXS PLEXUS CORP Technology 1,000 $203K 0.00% NEW $202.54 +29.4%
646 EQIX EQUINIX INC Real Estate 206 $202K 0.00% NEW $980.24 +10.1%
647 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,155 $201K 0.00% NEW $93.32 +0.8%
648 EWJ ISHARES MSCI JAPAN ETF 2,371 $200K 0.00% NEW $84.44 +7.9%
649 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,012 $198K 0.00% NEW $196.04 -0.7%
650 HPE HEWLETT PACKARD ENTERPRISE Technology 8,331 $198K 0.00% NEW $23.81 +43.3%
651 LDOS LEIDOS HOLDINGS INC Technology 1,250 $194K 0.00% NEW $155.52 -19.3%
652 IAG IAMGOLD CORP Basic Materials 10,329 $194K 0.00% NEW $18.82 -1.9%
653 KNF KNIFE RIVER CORP Basic Materials 2,374 $194K 0.00% NEW $81.65 -2.1%
654 GPC GENUINE PARTS CO Consumer Cyclical 1,819 $192K 0.00% NEW $105.75 -8.1%
655 DFAU DIMENSIONAL US CORE EQUITY M 4,252 $192K 0.00% NEW $45.12 +12.4%
656 TYL TYLER TECHNOLOGIES INC Technology 553 $189K 0.00% NEW $342.38 -12.6%
657 VRSK VERISK ANALYTICS INC Industrials 977 $185K 0.00% NEW $189.75 -17.3%
658 L LOEWS CORP Financial Services 1,724 $184K 0.00% NEW $106.74 -1.4%
659 NFBK NORTHFIELD BANCORP INC Financial Services 12,890 $175K 0.00% NEW $13.54 +3.7%
660 SOLV SOLVENTUM CORP Healthcare 2,667 $174K 0.00% NEW $65.30 +14.0%
661 KKRT KKR & CO INC Financial Services 1,880 $174K 0.00% NEW $92.51 -72.7%
662 VRSN VERISIGN INC Technology 685 $170K 0.00% NEW $248.36 +18.0%
663 HPQ HP INC Technology 8,810 $169K 0.00% NEW $19.21 +8.1%
664 SPG SIMON PROPERTY GROUP INC Real Estate 898 $168K 0.00% NEW $186.53 +8.7%
665 CHECK POINT SOFTWARE TECH 1,152 $165K 0.00% NEW $142.85
666 MFC MANULIFE FINANCIAL CORP Financial Services 4,721 $163K 0.00% NEW $34.44 +9.0%
667 MLM MARTIN MARIETTA MATERIALS Basic Materials 270 $159K 0.00% NEW $588.68 -2.3%
668 VMC VULCAN MATERIALS CO Basic Materials 582 $158K 0.00% NEW $272.30 +1.0%
669 LUV SOUTHWEST AIRLINES CO Industrials 4,158 $156K 0.00% NEW $37.57 +4.7%
670 SW SMURFIT WESTROCK PLC Consumer Cyclical 3,883 $155K 0.00% NEW $39.85 +0.4%
671 BAM BROOKFIELD ASSET MGMT-A Financial Services 3,446 $153K 0.00% NEW $44.45 +7.8%
672 SWK STANLEY BLACK & DECKER INC Industrials 2,106 $150K 0.00% NEW $71.06 +8.9%
673 VTRS VIATRIS INC Healthcare 11,025 $149K 0.00% NEW $13.51 +27.8%
674 TEVA TEVA PHARMACEUTICAL-SP ADR Healthcare 4,927 $148K 0.00% NEW $30.12 +17.2%
675 OMC OMNICOM GROUP Communication Services 1,941 $146K 0.00% NEW $75.31 -5.0%
676 TOL TOLL BROTHERS INC Consumer Cyclical 1,066 $145K 0.00% NEW $136.47 -3.3%
677 QSR RESTAURANT BRANDS INTERN Consumer Cyclical 1,907 $141K 0.00% NEW $73.90 +3.4%
678 NFG NATIONAL FUEL GAS CO Energy 1,491 $140K 0.00% NEW $93.96 -13.3%
679 NI NISOURCE INC Utilities 2,971 $139K 0.00% NEW $46.66 +1.6%
680 SJM JM SMUCKER CO/THE Consumer Defensive 1,394 $134K 0.00% NEW $96.45 +3.9%
681 DNP DNP SELECT INCOME FUND INC Financial Services 12,783 $132K 0.00% NEW $10.30 +3.4%
682 HLN HALEON PLC-ADR Healthcare 13,073 $131K 0.00% NEW $10.01 -11.0%
683 CDNS CADENCE DESIGN SYS INC Technology 454 $126K NEW $277.87 +25.0%
684 INGR INGREDION INC Consumer Defensive 1,086 $122K NEW $112.66 -9.2%
685 VGSH VANGUARD SHORT-TERM TREASURY 2,033 $119K NEW $58.54 -0.6%
686 OXY OCCIDENTAL PETROLEUM CORP Energy 1,728 $112K NEW $65.00 -12.6%
687 CPRT COPART INC Industrials 3,352 $111K NEW $33.20 -1.7%
688 ESLT ELBIT SYSTEMS LTD Industrials 123 $104K NEW $849.09 -8.2%
689 MYN BLACKROCK MUNIYIELD NY QLTY Financial Services 10,621 $102K NEW $9.60 +2.0%
690 MPLX MPLX LP Energy 1,649 $94K NEW $57.07 -2.6%
691 VLTO VERALTO CORP Industrials 1,062 $94K NEW $88.42 -3.6%
692 GERN GERON CORP Healthcare 58,250 $87K NEW $1.49 -6.0%
693 ABNB AIRBNB INC-CLASS A Consumer Cyclical 683 $86K NEW $126.35 +5.1%
694 GXO GXO LOGISTICS INC Industrials 1,418 $74K NEW $51.85 -3.7%
695 ESBA EMPIRE STATE REALTY OP LP-ES 12,797 $64K NEW $5.04
696 SACH SACHEM CAPITAL CORP Real Estate 62,968 $64K NEW $1.01 +2.0%
697 EXR EXTRA SPACE STORAGE INC Real Estate 423 $55K NEW $131.13 +8.4%
698 WSBCO WESBANCO INC Financial Services 1,395 $48K NEW $34.49 -24.9%
699 PBA PEMBINA PIPELINE CORP Energy 1,062 $48K NEW $44.76 +8.6%
700 LXRX LEXICON PHARMACEUTICALS INC Healthcare 20,000 $31K NEW $1.56 +49.4%
701 FATE FATE THERAPEUTICS INC Healthcare 17,592 $21K NEW $1.20 +46.3%
702 CCK CROWN HOLDINGS INC Consumer Cyclical 72 $7K NEW $100.25 -4.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.2%
Financial Services 20.8%
Healthcare 11.0%
Communication Services 9.6%
Industrials 8.0%
Consumer Cyclical 6.4%
Consumer Defensive 5.9%
Energy 4.5%
Utilities 2.5%
Basic Materials 1.0%