Grundlæggende statistik
Porteføljeværdi $ 550.526.951
Nuværende stillinger 121
Seneste beholdninger, ydeevne, AUM (fra 13F, 13D)

Concord Asset Management, LLC/VA har afsløret 121 samlede besiddelser i deres seneste SEC-arkivering. Den seneste porteføljeværdi er beregnet til at være $ 550.526.951 USD. Faktiske aktiver under forvaltning (AUM) er denne værdi plus kontanter (som ikke er oplyst). Concord Asset Management, LLC/VAs største beholdninger er SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF (US:SPSB) , iShares Trust - iShares Short Treasury Bond ETF (US:SHV) , SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF (US:SPDW) , SSGA Active Trust - State Street Blackstone High Income ETF (US:HYBL) , and SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF (US:SPTI) .

Concord Asset Management, LLC/VA - Porteføljeværdi
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Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0,20 21,34 3,8754 1,9982
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0,70 29,79 5,4115 1,2506
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 1,03 29,70 5,3951 1,2428
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0,87 29,57 5,3717 1,2075
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0,22 16,40 2,9798 1,1946
SHV / iShares Trust - iShares Short Treasury Bond ETF 0,27 30,24 5,4930 1,1510
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 1,00 30,32 5,5076 1,1224
HYBL / SSGA Active Trust - State Street Blackstone High Income ETF 1,04 29,77 5,4080 1,0536
AAPL / Apple Inc. 0,06 14,75 2,6796 0,5567
AVGO / Broadcom Inc. 0,03 9,93 1,8031 0,5069
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Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
NVDA / NVIDIA Corporation 0,09 17,40 3,1613 -1,7460
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 0,02 1,13 0,2050 -1,3812
TFC / Truist Financial Corporation 0,01 0,48 0,0868 -0,3649
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF 0,02 0,83 0,1504 -0,2486
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0,17 8,65 1,5717 -0,2157
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0,01 0,24 0,0440 -0,1806
CMCSA / Comcast Corporation 0,04 1,14 0,2066 -0,1743
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0,07 1,97 0,3575 -0,1665
MSFT / Microsoft Corporation 0,03 15,14 2,7505 -0,1663
QQQ / Invesco QQQ Trust, Series 1 0,00 0,80 0,1458 -0,1307
13F og Fondsarkivering

Denne formular blev indsendt den 2025-11-05 for rapporteringsperioden 2025-09-30. Klik på linkikonet for at se den fulde transaktionshistorik.

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2022-07-28: Vigtig note - Vi har ændret behandlingen af kolonnen Δ Portefølje % i denne tabel. Tidligere rapporterede vi det som den procentvise ændring i porteføljeallokeringen. Vi rapporterer det nu som den rå ændring i porteføljeallokeringen (stadig rapporteret som en procent). I formeltermer rapporterede vi det tidligere som 100 * (aktuel allokering - forudgående tildeling) / forudgående tildeling. Vi indberetter det nu som (nuværende tildeling - forudgående tildeling).
Sikkerhed Type Gennemsnitlig aktiekurs Aktier
(MM)		 Δ Aktier
(%)		 Δ Aktier
(%)		 Værdi
($MM)		 Portefølje
(%)		 ΔPortefølje
(%)
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF 1,00 3,66 30,32 4,01 5,5076 1,1224
SHV / iShares Trust - iShares Short Treasury Bond ETF 0,27 4,70 30,24 4,76 5,4930 1,1510
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF 0,70 1,91 29,79 7,70 5,4115 1,2506
HYBL / SSGA Active Trust - State Street Blackstone High Income ETF 1,04 2,63 29,77 2,85 5,4080 1,0536
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 1,03 7,11 29,70 7,60 5,3951 1,2428
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF 0,87 5,85 29,57 6,82 5,3717 1,2075
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0,20 55,93 21,34 70,97 3,8754 1,9982
NVDA / NVIDIA Corporation 0,09 -54,83 17,40 -46,65 3,1613 -1,7460
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0,22 26,14 16,40 38,23 2,9798 1,1946
MSFT / Microsoft Corporation 0,03 -25,01 15,14 -21,91 2,7505 -0,1663
AAPL / Apple Inc. 0,06 -15,78 14,75 4,53 2,6796 0,5567
AVGO / Broadcom Inc. 0,03 -3,75 9,93 15,19 1,8031 0,5069
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF 0,23 -1,16 9,63 0,12 1,7499 0,3026
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund 0,17 -30,22 8,65 -27,18 1,5717 -0,2157
AMZN / Amazon.com, Inc. 0,04 -12,54 8,47 -12,48 1,5383 0,0830
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0,08 -1,29 8,33 5,46 1,5124 0,3248
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0,08 1,82 8,27 11,25 1,5016 0,3838
META / Meta Platforms, Inc. 0,01 -1,05 8,23 -1,56 1,4943 0,2374
JPM / JPMorgan Chase & Co. 0,03 -10,60 8,22 -2,72 1,4928 0,2219
GOOGL / Alphabet Inc. 0,03 -7,78 7,00 27,22 1,2721 0,4440
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0,07 10,24 6,31 9,57 1,1464 0,2799
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF 0,09 -7,62 6,27 -2,14 1,1398 0,1753
IGRO / iShares Trust - iShares International Dividend Growth ETF 0,08 10,85 6,16 11,94 1,1192 0,2913
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0,08 -27,94 5,64 -23,27 1,0249 -0,0813
GS / The Goldman Sachs Group, Inc. 0,01 4,81 4,55 17,92 0,8258 0,2459
BRK.B / Berkshire Hathaway Inc. 0,01 -13,86 4,07 -10,86 0,7394 0,0525
LMT / Lockheed Martin Corporation 0,01 -3,02 4,05 4,54 0,7365 0,1530
KO / The Coca-Cola Company 0,06 -2,25 3,98 -8,37 0,7237 0,0696
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0,04 -1,00 3,92 1,32 0,7121 0,1301
HD / The Home Depot, Inc. 0,01 -7,20 3,81 2,56 0,6919 0,1332
MS / Morgan Stanley 0,02 0,65 3,79 13,61 0,6885 0,1865
XOM / Exxon Mobil Corporation 0,03 -9,87 3,75 -5,73 0,6816 0,0828
TSLA / Tesla, Inc. 0,01 -0,08 3,73 39,88 0,6768 0,2761
CAT / Caterpillar Inc. 0,01 -20,73 3,66 -2,58 0,6648 0,0997
NEE / NextEra Energy, Inc. 0,05 -17,39 3,48 -10,16 0,6328 0,0494
JNJ / Johnson & Johnson 0,02 -12,46 3,38 6,25 0,6146 0,1356
UNP / Union Pacific Corporation 0,01 10,44 3,33 13,47 0,6045 0,1633
SO / The Southern Company 0,03 -21,70 3,30 -19,19 0,5999 -0,0149
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0,03 12,72 3,10 12,75 0,5625 0,1493
MA / Mastercard Incorporated 0,01 -7,51 3,04 -6,36 0,5513 0,0637
COP / ConocoPhillips 0,03 0,10 3,03 5,51 0,5496 0,1182
MCK / McKesson Corporation 0,00 5,97 2,92 11,70 0,5307 0,1373
V / Visa Inc. 0,01 -9,61 2,87 -13,09 0,5210 0,0246
COST / Costco Wholesale Corporation 0,00 9,57 2,83 2,50 0,5139 0,0986
DVYE / iShares, Inc. - iShares Emerging Markets Dividend ETF 0,09 12,38 2,78 16,46 0,5053 0,1460
DIS / The Walt Disney Company 0,02 53,52 2,75 41,73 0,4999 0,2078
CVS / CVS Health Corporation 0,04 5,73 2,72 15,57 0,4934 0,1398
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF 0,06 3,52 2,71 13,18 0,4914 0,1317
PG / The Procter & Gamble Company 0,02 -19,45 2,68 -22,31 0,4871 -0,0322
AMAT / Applied Materials, Inc. 0,01 3,75 2,68 16,05 0,4862 0,1392
ETN / Eaton Corporation plc 0,01 0,10 2,65 4,91 0,4817 0,1016
STLD / Steel Dynamics, Inc. 0,02 4,34 2,61 13,68 0,4739 0,1286
SMH / VanEck ETF Trust - VanEck Semiconductor ETF 0,01 -2,57 2,59 14,01 0,4702 0,1287
AMGN / Amgen Inc. 0,01 -3,53 2,58 -2,50 0,4682 0,0705
WMT / Walmart Inc. 0,02 -12,38 2,52 -7,64 0,4571 0,0472
CRM / Salesforce, Inc. 0,01 11,21 2,50 -3,33 0,4538 0,0650
LLY / Eli Lilly and Company 0,00 -11,06 2,48 -12,93 0,4502 0,0219
INTU / Intuit Inc. 0,00 26,79 2,43 9,89 0,4421 0,1091
WSM / Williams-Sonoma, Inc. 0,01 -10,00 2,32 7,70 0,4217 0,0974
LRCX / Lam Research Corporation 0,02 -1,42 2,31 35,64 0,4197 0,1634
ADP / Automatic Data Processing, Inc. 0,01 -12,04 2,29 -16,28 0,4166 0,0044
GWW / W.W. Grainger, Inc. 0,00 13,82 2,24 4,28 0,4076 0,0839
CB / Chubb Limited 0,01 -1,17 2,22 -3,73 0,4028 0,0563
TRV / The Travelers Companies, Inc. 0,01 3,74 2,09 8,29 0,3798 0,0893
TJX / The TJX Companies, Inc. 0,01 -1,63 2,07 15,18 0,3762 0,1056
ORCL / Oracle Corporation 0,01 199,00 2,01 284,67 0,3649 0,2863
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0,07 -45,15 1,97 -43,51 0,3575 -0,1665
GOOG / Alphabet Inc. 0,01 -24,23 1,96 4,03 0,3563 0,0727
MCD / McDonald's Corporation 0,01 -13,39 1,92 -9,88 0,3495 0,0282
XSHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF 0,14 3,51 1,92 3,18 0,3480 0,0687
CDNS / Cadence Design Systems, Inc. 0,01 4,60 1,90 19,26 0,3454 0,1055
IBM / International Business Machines Corporation 0,01 7,90 1,89 3,28 0,3431 0,0680
KLAC / KLA Corporation 0,00 4,75 1,81 26,10 0,3284 0,1128
UNH / UnitedHealth Group Incorporated 0,01 0,62 1,78 11,36 0,3242 0,0831
PANW / Palo Alto Networks, Inc. 0,01 34,40 1,69 33,73 0,3068 0,1168
ABT / Abbott Laboratories 0,01 -7,10 1,63 -8,50 0,2953 0,0280
NOW / ServiceNow, Inc. 0,00 14,01 1,60 2,10 0,2912 0,0549
DUK / Duke Energy Corporation 0,01 -46,58 1,49 -43,98 0,2715 -0,1298
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0,02 -5,64 1,48 1,72 0,2680 0,0497
VZ / Verizon Communications Inc. 0,03 -15,89 1,45 -14,54 0,2627 0,0081
ISRG / Intuitive Surgical, Inc. 0,00 -9,50 1,42 -25,54 0,2586 -0,0289
BAC / Bank of America Corporation 0,03 -20,05 1,36 -12,85 0,2466 0,0123
CL / Colgate-Palmolive Company 0,02 15,81 1,34 1,82 0,2439 0,0456
ABBV / AbbVie Inc. 0,01 -27,48 1,30 -9,58 0,2366 0,0200
D / Dominion Energy, Inc. 0,02 2,65 1,28 11,08 0,2332 0,0594
WFC / Wells Fargo & Company 0,02 8,56 1,27 13,52 0,2305 0,0624
AFL / Aflac Incorporated 0,01 -9,61 1,27 -4,31 0,2303 0,0311
C / Citigroup Inc. 0,01 -1,51 1,25 17,53 0,2278 0,0672
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0,00 -29,05 1,24 -23,56 0,2247 -0,0186
TDV / ProShares Trust - ProShares S&P Technology Dividend Aristocrats ETF 0,01 -6,13 1,22 -2,40 0,2213 0,0335
MMC / Marsh & McLennan Companies, Inc. 0,01 0,00 1,22 -7,88 0,2208 0,0224
SPDG / SPDR Series Trust - SPDR Portfolio S&P Sector Neutral Dividend ETF 0,03 -7,60 1,20 -4,38 0,2184 0,0293
CVX / Chevron Corporation 0,01 -19,55 1,16 -12,75 0,2103 0,0107
CSCO / Cisco Systems, Inc. 0,02 0,79 1,16 -0,60 0,2099 0,0350
CMCSA / Comcast Corporation 0,04 -48,98 1,14 -55,09 0,2066 -0,1743
JQUA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 0,02 -89,78 1,13 -89,30 0,2050 -1,3812
PFE / Pfizer Inc. 0,04 -5,86 1,07 -1,11 0,1940 0,0316
QCOM / QUALCOMM Incorporated 0,01 -3,12 1,00 1,22 0,1810 0,0329
PEP / PepsiCo, Inc. 0,01 -20,12 1,00 -15,02 0,1809 0,0046
BLK / BlackRock, Inc. 0,00 -11,12 0,94 -1,26 0,1710 0,0276
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0,01 -19,28 0,94 -14,61 0,1710 0,0051
ITW / Illinois Tool Works Inc. 0,00 0,65 0,93 6,19 0,1683 0,0370
BMY / Bristol-Myers Squibb Company 0,02 -14,42 0,89 -16,57 0,1619 0,0011
DRI / Darden Restaurants, Inc. 0,00 42,76 0,84 24,81 0,1517 0,0509
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF 0,02 -68,78 0,83 -68,78 0,1504 -0,2486
QQQ / Invesco QQQ Trust, Series 1 0,00 -59,87 0,80 -56,37 0,1458 -0,1307
CTRA / Coterra Energy Inc. 0,03 37,74 0,79 28,48 0,1442 0,0512
SPY / SPDR S&P 500 ETF 0,00 -34,07 0,78 -28,91 0,1412 -0,0233
TFC / Truist Financial Corporation 0,01 -85,04 0,48 -84,11 0,0868 -0,3649
LIN / Linde plc 0,00 5,75 0,47 7,05 0,0857 0,0194
CI / The Cigna Group 0,00 -23,68 0,46 -33,48 0,0842 -0,0206
SWKS / Skyworks Solutions, Inc. 0,01 0,46 0,0835 0,0835
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF 0,02 -61,19 0,46 -61,10 0,0835 -0,0942
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0,00 -47,00 0,44 -40,27 0,0803 -0,0312
SPGI / S&P Global Inc. 0,00 -13,47 0,43 -20,22 0,0790 -0,0029
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF 0,00 -38,03 0,35 -32,88 0,0632 -0,0147
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF 0,01 -44,86 0,31 -42,35 0,0561 -0,0245
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0,01 14,55 0,29 15,75 0,0535 0,0152
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0,00 -52,67 0,26 -52,09 0,0480 -0,0349
XEL / Xcel Energy Inc. 0,00 -32,54 0,26 -20,12 0,0469 -0,0017
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0,01 -84,58 0,24 -83,79 0,0440 -0,1806
JPI / Nuveen Preferred Securities & Income Opportunities Fund 0,00 -100,00 0,00 0,0000
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock) 0,00 -100,00 0,00 0,0000
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0,00 -100,00 0,00 0,0000
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0,00 -100,00 0,00 0,0000
CSX / CSX Corporation 0,00 -100,00 0,00 0,0000
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF 0,00 -100,00 0,00 0,0000
VSDB / Vanguard Malvern Funds - Vanguard Short Duration Bond ETF 0,00 -100,00 0,00 0,0000
DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 0,00 -100,00 0,00 0,0000
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF 0,00 -100,00 0,00 0,0000
AEP / American Electric Power Company, Inc. 0,00 -100,00 0,00 0,0000
EFA / iShares Trust - iShares MSCI EAFE ETF 0,00 -100,00 0,00 0,0000
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0,00 -100,00 0,00 0,0000
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0,00 -100,00 0,00 0,0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0,00 -100,00 0,00 0,0000
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0,00 -100,00 0,00 0,0000
DVYA / iShares, Inc. - iShares Asia/Pacific Dividend ETF 0,00 -100,00 0,00 0,0000
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF 0,00 -100,00 0,00 0,0000
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0,00 -100,00 0,00 0,0000
GLD / SPDR Gold Trust 0,00 -100,00 0,00 0,0000
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0,00 -100,00 0,00 0,0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0,00 -100,00 0,00 0,0000
HDV / iShares Trust - iShares Core High Dividend ETF 0,00 -100,00 0,00 0,0000
RTX / RTX Corporation 0,00 -100,00 0,00 0,0000
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0,00 -100,00 0,00 0,0000
INDA / iShares Trust - iShares MSCI India ETF 0,00 -100,00 0,00 0,0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0,00 -100,00 0,00 0,0000
MUB / iShares Trust - iShares National Muni Bond ETF 0,00 -100,00 0,00 0,0000
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF 0,00 -100,00 0,00 0,0000
PDI / PIMCO Dynamic Income Fund 0,00 -100,00 0,00 0,0000
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0,00 -100,00 0,00 0,0000
SYK / Stryker Corporation 0,00 -100,00 0,00 0,0000
FLXR / TCW ETF Trust - TCW Flexible Income ETF 0,00 -100,00 0,00 0,0000
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF 0,00 -100,00 0,00 0,0000
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF 0,00 -100,00 0,00 0,0000
IDV / iShares Trust - iShares International Select Dividend ETF 0,00 -100,00 0,00 0,0000
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0,00 -100,00 0,00 0,0000
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 0,00 -100,00 0,00 0,0000
MO / Altria Group, Inc. 0,00 -100,00 0,00 0,0000
SMIN / iShares Trust - iShares MSCI India Small-Cap ETF 0,00 -100,00 0,00 0,0000
KKR / KKR & Co. Inc. 0,00 -100,00 0,00 0,0000
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF 0,00 -100,00 0,00 0,0000
WDAY / Workday, Inc. 0,00 -100,00 0,00 0,0000
BRK.A / Berkshire Hathaway Inc. 0,00 -100,00 0,00 0,0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0,00 -100,00 0,00 0,0000
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF 0,00 -100,00 0,00 0,0000
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0,00 -100,00 0,00 0,0000
FANG / Diamondback Energy, Inc. 0,00 -100,00 0,00 0,0000
IWM / iShares Trust - iShares Russell 2000 ETF 0,00 -100,00 0,00 0,0000
DIA / SPDR Dow Jones Industrial Average ETF Trust 0,00 -100,00 0,00 0,0000
DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF 0,00 -100,00 0,00 0,0000
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0,00 -100,00 0,00 0,0000
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0,00 -100,00 0,00 0,0000
APD / Air Products and Chemicals, Inc. 0,00 -100,00 0,00 0,0000
VGRSX / Vanguard REIT Index Fund 0,00 -100,00 0,00 0,0000
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF 0,00 -100,00 0,00 0,0000
ACN / Accenture plc 0,00 -100,00 0,00 0,0000
ELV / Elevance Health, Inc. 0,00 -100,00 0,00 0,0000
SNPS / Synopsys, Inc. 0,00 -100,00 0,00 0,0000
CLF / Cleveland-Cliffs Inc. 0,00 -100,00 0,00 0,0000
DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 0,00 -100,00 0,00 0,0000
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0,00 -100,00 0,00 0,0000
MPC / Marathon Petroleum Corporation 0,00 -100,00 0,00 0,0000
AMT / American Tower Corporation 0,00 -100,00 0,00 0,0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0,00 -100,00 0,00 0,0000
XT / iShares Trust - iShares Future Exponential Technologies ETF 0,00 -100,00 0,00 0,0000
HYT / BlackRock Corporate High Yield Fund, Inc. 0,00 -100,00 0,00 0,0000
LOW / Lowe's Companies, Inc. 0,00 -100,00 0,00 0,0000
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF 0,00 -100,00 0,00 0,0000
MAR / Marriott International, Inc. 0,00 -100,00 0,00 0,0000
DELL / Dell Technologies Inc. 0,00 -100,00 0,00 0,0000
MAS / Masco Corporation 0,00 -100,00 0,00 0,0000
VICS.X / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0,00 -100,00 0,00 0,0000
GE / General Electric Company 0,00 -100,00 0,00 0,0000
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0,00 -100,00 0,00 0,0000
OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF 0,00 -100,00 0,00 0,0000
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF 0,00 -100,00 0,00 0,0000
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF 0,00 -100,00 0,00 0,0000
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0,00 -100,00 0,00 0,0000
IYW / iShares Trust - iShares U.S. Technology ETF 0,00 -100,00 0,00 0,0000
DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF 0,00 -100,00 0,00 0,0000
TXN / Texas Instruments Incorporated 0,00 -100,00 0,00 0,0000