| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
| TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ASX / ASE Technology Holding Co., Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| RS / Reliance, Inc.
|
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|
|
|
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|
|
| BANC / Banc of California, Inc.
|
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|
|
|
|
|
|
| BMRN / BioMarin Pharmaceutical Inc.
|
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|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
| NKE / NIKE, Inc.
|
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|
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| ADP / Automatic Data Processing, Inc.
|
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|
|
| TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
|
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|
|
| BXBLY / Brambles Limited - Depositary Receipt (Common Stock)
|
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|
|
|
|
|
| ATLKY / Atlas Copco AB (publ) - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ANZGY / ANZ Group Holdings Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
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|
|
|
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|
|
| PNC / The PNC Financial Services Group, Inc.
|
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|
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|
|
|
| ELV / Elevance Health, Inc.
|
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|
|
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|
|
| TCEHY / Tencent Holdings Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EMR / Emerson Electric Co.
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| SHG / Shinhan Financial Group Co., Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| MELI / MercadoLibre, Inc.
|
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|
|
| IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
|
|
|
|
|
|
|
|
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
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|
|
| AMD / Advanced Micro Devices, Inc.
|
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|
|
| ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
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|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
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|
|
| TJX / The TJX Companies, Inc.
|
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|
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|
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| MS / Morgan Stanley
|
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|
|
|
| Dfa International (sustain Core 1 Port)
/ Funds (233203199) |
|
|
|
|
|
|
|
| Calvert Interntl (responsible Index I)
/ Funds (13161Y707) |
|
|
|
|
|
|
|
| Fidelity Large Cap (value Index Fund)
/ Funds (31635V679) |
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| Dfa Emerging Markets (sustain Core 1 Instl)
/ Funds (25239Y378) |
|
|
|
|
|
|
|
| Dfa US Sustain (core 1 Portfolio I)
/ Funds (233203215) |
|
|
|
|
|
|
|
| NH Portfolio 2027 ((fidelity Blend))
/ Funds (NHB202701) |
|
|
|
|
|
|
|
| Dfa Global Real (estate Sec Portfolio)
/ Funds (23320G554) |
|
|
|
|
|
|
|
| ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
|
|
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|
|
|
|
|
| DHSIX / Diamond Hill Funds - Diamond Hill Small Cap Fund Class I
|
|
|
|
|
|
|
|
| NH Portfolio 2033 ((fidelity Index))
/ Funds (NHX203309) |
|
|
|
|
|
|
|
| FMC / FMC Corporation
|
|
|
|
|
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|
|
| RGLD / Royal Gold, Inc.
|
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|
|
| SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
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|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| US3161463159 / FID-GL X US-IP
|
|
|
|
|
|
|
|
| US31635V3987 / Fidelity US Sustainability Index Fund
|
|
|
|
|
|
|
|
| DFCEX / Dfa Investment Dimensions Group Inc - DFA Emerging Markets Core Equity Portfolio
|
|
|
|
|
|
|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
|
|
|
|
|
| DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
|
|
|
|
|
|
|
| US31635T7735 / FIDELITY SMALL CAP VALUE INDEX FUND
|
|
|
|
|
|
|
|
| US13162A8071 / Calvert US Large Cap Growth Responsible Index Fund
|
|
|
|
|
|
|
|
| DFIEX / Dfa Investment Dimensions Group Inc - DFA International Core Equity Portfolio
|
|
|
|
|
|
|
|
| DFSVX / Dfa Investment Dimensions Group Inc - DFA U.S. Small Cap Value Portfolio
|
|
|
|
|
|
|
|
| DURPX / Dfa Investment Dimensions Group Inc - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
|
|
| VTWAX / Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund Admiral Shares
|
|
|
|
|
|
|
|
| US13162A7081 / Calvert US Large Cap Value Responsible Index Fund
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| HUBS / HubSpot, Inc.
|
|
|
|
|
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|
|
| INTU / Intuit Inc.
|
|
|
|
|
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|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
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|
|
| MRVL / Marvell Technology, Inc.
|
|
|
|
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|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| INFY / Infosys Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
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|
|
| CVX / Chevron Corporation
|
|
|
|
|
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|
|
| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
|
| BBD / Banco Bradesco S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PKE / Park Aerospace Corp.
|
|
|
|
|
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|
|
| GCTK / GlucoTrack, Inc.
|
|
|
|
|
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|
|
| EXPD / Expeditors International of Washington, Inc.
|
|
|
|
|
|
|
|
| LICY / Li-Cycle Holdings Corp.
|
|
|
|
|
|
|
|
| DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| NOK / Nokia Oyj - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| LASR / nLIGHT, Inc.
|
|
|
|
|
|
|
|
| EQIX / Equinix, Inc.
|
|
|
|
|
|
|
|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
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|
|
| GRAB / Grab Holdings Limited
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| TRAK / ReposiTrak, Inc.
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| OVCHY / Oversea-Chinese Banking Corporation Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| GURE / Gulf Resources, Inc.
|
|
|
|
|
|
|
|
| VLY / Valley National Bancorp
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| ATO / Atmos Energy Corporation
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| REE / REE Automotive Ltd.
|
|
|
|
|
|
|
|
| STZ / Constellation Brands, Inc.
|
|
|
|
|
|
|
|
| PTVE / Pactiv Evergreen Inc.
|
|
|
|
|
|
|
|
| PECO / Phillips Edison & Company, Inc.
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
|
|
| PUMP / ProPetro Holding Corp.
|
|
|
|
|
|
|
|
| GLNG / Golar LNG Limited
|
|
|
|
|
|
|
|
| NVVE / Nuvve Holding Corp.
|
|
|
|
|
|
|
|
| PACW / Pacwest Bancorp
|
|
|
|
|
|
|
|
| SCHN / Schnitzer Steel Industries, Inc. - Class A
|
|
|
|
|
|
|
|
| IR / Ingersoll Rand Inc.
|
|
|
|
|
|
|
|
| NWG / NatWest Group plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| LLAP / Terran Orbital Corporation
|
|
|
|
|
|
|
|
| SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| RF / Regions Financial Corporation
|
|
|
|
|
|
|
|
| AIG / American International Group, Inc.
|
|
|
|
|
|
|
|
| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
| MLM / Martin Marietta Materials, Inc.
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| WY / Weyerhaeuser Company
|
|
|
|
|
|
|
|
| TGS / Transportadora de Gas del Sur S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| TMFC / The RBB Fund, Inc. - Motley Fool 100 Index ETF
|
|
|
|
|
|
|
|
| STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| FSSNX / Fidelity Salem Street Trust - Fidelity Small Cap Index Fund
|
|
|
|
|
|
|
|
| DNBBY / DNB Bank ASA - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AFNIX / Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class I
|
|
|
|
|
|
|
|
| TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JD / JD.com, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
| UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SWX / Southwest Gas Holdings, Inc.
|
|
|
|
|
|
|
|
| SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
|
|
| DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
|
|
| PCAR / PACCAR Inc
|
|
|
|
|
|
|
|
| JELD / JELD-WEN Holding, Inc.
|
|
|
|
|
|
|
|
| BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| KT / KT Corporation - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| EIX / Edison International
|
|
|
|
|
|
|
|
| S / SentinelOne, Inc.
|
|
|
|
|
|
|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| TRGP / Targa Resources Corp.
|
|
|
|
|
|
|
|
| SAP / SAP SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SHECY / Shin-Etsu Chemical Co., Ltd. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
|
|
| EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| UNH / UnitedHealth Group Incorporated
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| WF / Woori Financial Group Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| RELX / RELX PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| NUEM / Nushares ETF Trust - Nuveen ESG Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
|
|
| DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| DOV / Dover Corporation
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| CMG / Chipotle Mexican Grill, Inc.
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| TMUS / T-Mobile US, Inc.
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
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| NVDA / NVIDIA Corporation
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| VRTX / Vertex Pharmaceuticals Incorporated
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| ABT / Abbott Laboratories
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| VZ / Verizon Communications Inc.
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| CMCSA / Comcast Corporation
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| WIT / Wipro Limited - Depositary Receipt (Common Stock)
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| SHW / The Sherwin-Williams Company
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| SPY / SPDR S&P 500 ETF
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| CHKP / Check Point Software Technologies Ltd.
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| MRNA / Moderna, Inc.
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| TG / Tredegar Corporation
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| MTX / Minerals Technologies Inc.
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| ADBE / Adobe Inc.
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| LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
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| CAT / Caterpillar Inc.
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| DIS / The Walt Disney Company
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| SM / SM Energy Company
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| MSFT / Microsoft Corporation
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| FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
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| CPA / Copa Holdings, S.A.
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| SNY / Sanofi - Depositary Receipt (Common Stock)
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| EW / Edwards Lifesciences Corporation
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| ALIZY / Allianz SE - Depositary Receipt (Common Stock)
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| FI / Fiserv, Inc.
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| BSX / Boston Scientific Corporation
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| RHHBY / Roche Holding AG - Depositary Receipt (Common Stock)
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| ORAN / Orange S.A. - Depositary Receipt (Common Stock)
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| MCHP / Microchip Technology Incorporated
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| TACT / TransAct Technologies Incorporated
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| ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
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| TELNY / Telenor ASA - Depositary Receipt (Common Stock)
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| AMAT / Applied Materials, Inc.
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| IDEXY / Industria de Diseño Textil, S.A. - Depositary Receipt (Common Stock)
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| KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
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| XYL / Xylem Inc.
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| TKOMY / Tokio Marine Holdings, Inc. - Depositary Receipt (Common Stock)
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| BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
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| FSPGX / Fidelity Salem Street Trust - Fidelity Large Cap Growth Index Fund
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| VCOBX / Vanguard Malvern Funds - Vanguard Core Bond Fund Admiral Class
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| ISNPY / Intesa Sanpaolo S.p.A. - Depositary Receipt (Common Stock)
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| PEP / PepsiCo, Inc.
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| MDT / Medtronic plc
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| FPADX / Fidelity Salem Street Trust - Fidelity Emerging Markets Index Fund
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| META / Meta Platforms, Inc.
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| DHR / Danaher Corporation
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| L / Loews Corporation
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| ANYYY / Aena S.M.E., S.A. - Depositary Receipt (Common Stock)
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| PFE / Pfizer Inc.
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| NTDOY / Nintendo Co., Ltd. - Depositary Receipt (Common Stock)
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| BRK.A / Berkshire Hathaway Inc.
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| MAR / Marriott International, Inc.
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.
