Market Value242,225,000
Total Holdings137
File Date2019-07-30
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
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Shares
Current
Shares
Change
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Current Value
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BHTG / BioHiTech Global Inc
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
CVS / CVS Health Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
GPC / Genuine Parts Company
GNCA / Genocea Biosciences Inc
RDFN / Redfin Corporation
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
VTIAX / Vanguard Star Funds - Vanguard Total International Stock Index Fund Admiral
ABC / Amerisource Bergen Corp.
NFLX / Netflix, Inc.
HPE / Hewlett Packard Enterprise Company
MET / MetLife, Inc.
CI / The Cigna Group
MCHI / iShares Trust - iShares MSCI China ETF
WBS / Webster Financial Corporation
SLV / iShares Silver Trust
US2692464017 / E*TRADE Financial, Inc.
CGNX / Cognex Corporation
CVCO / Cavco Industries, Inc.
XLNX / Xilinx, Inc.
MIDD / The Middleby Corporation
AON / Aon plc
US7018771029 / Parsley Energy, Inc.
CRI / Carter's, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
DIG / ProShares Trust - ProShares Ultra Energy
US55027E1029 / Luminex Corporation
UAA / Under Armour, Inc.
AVNS / Avanos Medical, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
TWLO / Twilio Inc.
AEP / American Electric Power Company, Inc.
FIVE / Five Below, Inc.
SBNY / Signature Bank
SPNV / Supernova Partners Acquisition Company Inc - Class A
FOCS / Focus Financial Partners Inc - Class A
WVE / Wave Life Sciences Ltd.
PYPL / PayPal Holdings, Inc.
PFG / Principal Financial Group, Inc.
ES / Eversource Energy
APD / Air Products and Chemicals, Inc.
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
ENB / Enbridge Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF
US59408Q1067 / Michaels Companies Inc. (The)
SLDB / Solid Biosciences Inc.
MMC / Marsh & McLennan Companies, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
NVDA / NVIDIA Corporation
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
CMCSA / Comcast Corporation
VSIIX / Vanguard Index Funds - Vanguard Small-Cap Value Index Fund Institutional
ACB / Aurora Cannabis Inc.
GNRC / Generac Holdings Inc.
UA / Under Armour, Inc.
PM / Philip Morris International Inc.
LUMN / Lumen Technologies, Inc.
BHF / Brighthouse Financial, Inc.
MBB / iShares Trust - iShares MBS ETF
ED / Consolidated Edison, Inc.
SBUX / Starbucks Corporation
GS / The Goldman Sachs Group, Inc.
K / Kellanova
RHT / Red Hat, Inc.
PCAR / PACCAR Inc
SNY / Sanofi - Depositary Receipt (Common Stock)
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
KHC / The Kraft Heinz Company
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
PBCT / People`s United Financial Inc
TAP / Molson Coors Beverage Company
EVRG / Evergy, Inc.
NKE / NIKE, Inc.
STE / STERIS plc
EKSO / Ekso Bionics Holdings, Inc.
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
WFC / Wells Fargo & Company
DRQ / Dril-Quip, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
ATR / AptarGroup, Inc.
MVV / ProShares Trust - ProShares Ultra MidCap400
US0549371070 / BB&T Corp.
PII / Polaris Inc.
TXRH / Texas Roadhouse, Inc.
PODD / Insulet Corporation
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
ROLL / RBC Bearings Inc.
MTN / Vail Resorts, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
FFTY / Innovator ETFs Trust - Innovator IBD 50 ETF
SNSR / Global X Funds - Global X Internet of Things ETF
GBCI / Glacier Bancorp, Inc.
POR / Portland General Electric Company
RGA / Reinsurance Group of America, Incorporated
SPLK / Splunk Inc.
SVRA / Savara Inc.
SYY / Sysco Corporation
BERY / Berry Global Group, Inc.
RPM / RPM International Inc.
DOG / ProShares Trust - ProShares Short Dow30
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
BURL / Burlington Stores, Inc.
US2655041000 / Dunkin' Brands Group, Inc.
CARG / CarGurus, Inc.
AABA / Altaba Inc
GDI / Gardner Denver Holdings, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
EA / Electronic Arts Inc.
HXL / Hexcel Corporation
JNPR / Juniper Networks, Inc.
BIO / Bio-Rad Laboratories, Inc.
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
SSNC / SS&C Technologies Holdings, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
CPE / Callon Petroleum Company
CSWC / Capital Southwest Corporation
GGG / Graco Inc.
BCE / BCE Inc.
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
AMD / Advanced Micro Devices, Inc.
ULTI / Ultimate Software Group, Inc. (The)
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
46434V571 / iShares iBonds Sep 2020 Term Muni Bond ETF
HSY / The Hershey Company
MTDR / Matador Resources Company
IYY / iShares Trust - iShares Dow Jones U.S. ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
JBLU / JetBlue Airways Corporation
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
AVLR / Avalara Inc
HDGE / AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
EXPE / Expedia Group, Inc.
BSJO / Invesco BulletShares 2024 High Yield Corporate Bond ETF
PNFP / Pinnacle Financial Partners, Inc.
SDS / ProShares Trust - ProShares UltraShort S&P500
SPGM / SPDR Index Shares Funds - SPDR Portfolio MSCI Global Stock Market ETF
GBT / Global Blood Therapeutics Inc.
NBIX / Neurocrine Biosciences, Inc.
BSJN / Invesco BulletShares 2023 High Yield Corporate Bond ETF
PINC / Premier, Inc.
GRA / W.R. Grace & Co.
WMB / The Williams Companies, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SNDR / Schneider National, Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
/ TD AmeriTrade Holding Corp.
VICSX / Vanguard Scottsdale Funds - Vanguard IT Corporate Bond Index Fund Admiral
VRRM / Verra Mobility Corporation
REZI / Resideo Technologies, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
DVY / iShares Trust - iShares Select Dividend ETF
EXPO / Exponent, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
UYG / ProShares Trust - ProShares Ultra Financials
IYF / iShares Trust - iShares U.S. Financials ETF
BAH / Booz Allen Hamilton Holding Corporation
GOOS / Canada Goose Holdings Inc.
W / Wayfair Inc.
WAL / Western Alliance Bancorporation
US62857M1053 / MyoKardia, Inc.
GAM / General American Investors Company, Inc.
DORM / Dorman Products, Inc.
CC / The Chemours Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
LAD / Lithia Motors, Inc.
LOW / Lowe's Companies, Inc.
USCI / United States Commodity Index Funds Trust - United States Commodity Index Fund
INN / Summit Hotel Properties, Inc.
XBHKX / BlackRock Core Bond Trust
APAM / Artisan Partners Asset Management Inc.
UPS / United Parcel Service, Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
VDE / Vanguard World Fund - Vanguard Energy ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
NFG / National Fuel Gas Company
FM / iShares, Inc. - iShares Frontier and Select EM ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
LECO / Lincoln Electric Holdings, Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
ZBRA / Zebra Technologies Corporation
TD / The Toronto-Dominion Bank
ACHC / Acadia Healthcare Company, Inc.
BSJM / Invesco Capital Management LLC - Invesco BulletShares 2022 High Yield Corporate Bond ETF
VAC / Marriott Vacations Worldwide Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
INDA / iShares Trust - iShares MSCI India ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
MDLZ / Mondelez International, Inc.
LUV / Southwest Airlines Co.
UTL / Unitil Corporation
RDS.B / Shell Plc - ADR
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
POOL / Pool Corporation
CLH / Clean Harbors, Inc.
PHYS / Sprott Physical Gold Trust
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
/ Total S.A.
MSI / Motorola Solutions, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
CBB / Cincinnati Bell, Inc.
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
MTB / M&T Bank Corporation
UMPQ / Umpqua Holdings Corp
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
US0268741560 / American International Group, Inc. Warrants
POWI / Power Integrations, Inc.
EVN / Eaton Vance Municipal Income Trust
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
XT / iShares Trust - iShares Exponential Technologies ETF
EXP / Eagle Materials Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
OILK / ProShares Trust - ProShares K-1 Free Crude Oil ETF
WTMF / WisdomTree Trust - WisdomTree Managed Futures Strategy Fund
COF / Capital One Financial Corporation
BRKL / Brookline Bancorp, Inc.
RPD / Rapid7, Inc.
BIIB / Biogen Inc.
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
GRES / IndexIQ ETF Trust - IQ Global Resources ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
UBT / ProShares Trust - ProShares Ultra 20+ Year Treasury
IBMH / iShares iBonds Sep 2019 AMT-Free Muni Bond ETF
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VRTIX / Vanguard Scottsdale Funds - Vanguard Russell 2000 Index Fund Institutional Shares
ICUI / ICU Medical, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
BJRI / BJ's Restaurants, Inc.
KWR / Quaker Chemical Corporation
RGNX / REGENXBIO Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
SLAB / Silicon Laboratories Inc.
SWN / Southwestern Energy Company
BP / BP p.l.c. - Depositary Receipt (Common Stock)
TTC / The Toro Company
LAMR / Lamar Advertising Company
SMG / The Scotts Miracle-Gro Company
CCI / Crown Castle Inc.
WAB / Westinghouse Air Brake Technologies Corporation
AMP / Ameriprise Financial, Inc.
NUE / Nucor Corporation
AES / The AES Corporation
MMM / 3M Company
PRU / Prudential Financial, Inc.
MFC / HEXAOM
RBA / RB Global, Inc.
TCBI / Texas Capital Bancshares, Inc.
A / Agilent Technologies, Inc.
MU / Micron Technology, Inc.
EMD / Western Asset Emerging Markets Debt Fund Inc.
/ TCF Financial Corporation Depositary Shares representing 5.70% Series C Non-Cumulative Preferred Stock
HOG / Harley-Davidson, Inc.
UNH / UnitedHealth Group Incorporated
0HBB / Aimmune Therapeutics Inc
IT / Gartner, Inc.
C / Citigroup Inc. - Corporate Bond/Note
INCY / Incyte Corporation
TDOC / Teladoc Health, Inc.
OMC / Omnicom Group Inc.
ANSS / ANSYS, Inc.
CFR / Cullen/Frost Bankers, Inc.
EPAM / EPAM Systems, Inc.
BXP / Boston Properties, Inc.
SPOT / Spotify Technology S.A.
SHW / The Sherwin-Williams Company
CPB / The Campbell's Company
WBA / Walgreens Boots Alliance, Inc.
FAST / Fastenal Company
TYL / Tyler Technologies, Inc.
TXN / Texas Instruments Incorporated
AMZN / Amazon.com, Inc.
SNAP / Snap Inc.
HOLX / Hologic, Inc.
GKOS / Glaukos Corporation
NDSN / Nordson Corporation
BWX / SPDR Series Trust - SPDR Bloomberg International Treasury Bond ETF
AEE / Ameren Corporation
DIA / SPDR Dow Jones Industrial Average ETF Trust
DLR / Digital Realty Trust, Inc.
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
D / Dominion Energy, Inc.
RTN / Raytheon Co.
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
ALLE / Allegion plc
DOW / Dow Inc.
HALO / Halozyme Therapeutics, Inc.
EMN / Eastman Chemical Company
C.WSA / Citigroup, Inc.
TROW / T. Rowe Price Group, Inc.
EXC / Exelon Corporation
BAC / Bank of America Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
TXT / Textron Inc.
ADBE / Adobe Inc.
TTOO / T2 Biosystems, Inc.
IVZ / Invesco Ltd.
ATO / Atmos Energy Corporation
CTLT / Catalent, Inc.
WST / West Pharmaceutical Services, Inc.
BDX / Becton, Dickinson and Company
ULTA / Ulta Beauty, Inc.
EIX / Edison International
MO / Altria Group, Inc.
F / Ford Motor Company
CSW / CSW Industrials, Inc.
LIN / Linde plc
MKTX / MarketAxess Holdings Inc.
COP / ConocoPhillips
FITB / Fifth Third Bancorp
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
GIS / General Mills, Inc.
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
NSC / Norfolk Southern Corporation
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
AMRX / Amneal Pharmaceuticals, Inc.
GE / General Electric Company
T / AT&T Inc.
HUBS / HubSpot, Inc.
QCOM / QUALCOMM Incorporated
AWK / American Water Works Company, Inc.
CCL / Carnival Corporation & plc
BMY / Bristol-Myers Squibb Company
DIS / The Walt Disney Company
PAYX / Paychex, Inc.
SHOP / Shopify Inc.
ALLK / Allakos Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
LEG / Leggett & Platt, Incorporated
WMT / Walmart Inc.
KMB / Kimberly-Clark Corporation
XOM / Exxon Mobil Corporation
BRK.A / Berkshire Hathaway Inc.
SPY / SPDR S&P 500 ETF
GOOGL / Alphabet Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
IWV / iShares Trust - iShares Russell 3000 ETF
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
DE / Deere & Company
CL / Colgate-Palmolive Company
CVX / Chevron Corporation
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
IWM / iShares Trust - iShares Russell 2000 ETF
HDV / iShares Trust - iShares Core High Dividend ETF
AXP / American Express Company
CAC / Camden National Corporation
USB / U.S. Bancorp
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
JNJ / Johnson & Johnson
VZ / Verizon Communications Inc.
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DUK / Duke Energy Corporation
RTX / RTX Corporation
IBM / International Business Machines Corporation
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NEE / NextEra Energy, Inc.
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
ABBV / AbbVie Inc.
VPU / Vanguard World Fund - Vanguard Utilities ETF
WTRG / Essential Utilities, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GOOG / Alphabet Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
V / Visa Inc.
QQQ / Invesco QQQ Trust, Series 1
TRV / The Travelers Companies, Inc.
ORCL / Oracle Corporation
KEX / Kirby Corporation
PG / The Procter & Gamble Company
EFA / iShares Trust - iShares MSCI EAFE ETF
EMR / Emerson Electric Co.
MCD / McDonald's Corporation
INTC / Intel Corporation
CAT / Caterpillar Inc.
SCO / ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil
NTNX / Nutanix, Inc.
COST / Costco Wholesale Corporation
GLD / SPDR Gold Trust
JPM / JPMorgan Chase & Co.
PLNT / Planet Fitness, Inc.
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
KO / The Coca-Cola Company
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
HON / Honeywell International Inc.
SO / The Southern Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMGN / Amgen Inc.
WM / Waste Management, Inc.
PEP / PepsiCo, Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
SSO / ProShares Trust - ProShares Ultra S&P500
VOX / Vanguard World Fund - Vanguard Communication Services ETF
PGR / The Progressive Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PFE / Pfizer Inc.
VLO / Valero Energy Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
IBB / iShares Trust - iShares Biotechnology ETF
AWR / American States Water Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
TIP / iShares Trust - iShares TIPS Bond ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
BRK.B / Berkshire Hathaway Inc.
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MRK / Merck & Co., Inc.
ABT / Abbott Laboratories
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SH / ProShares Trust - ProShares Short S&P500
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
TSLA / Tesla, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
CWT / California Water Service Group
QLD / ProShares Trust - ProShares Ultra QQQ
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
PSX / Phillips 66
LMT / Lockheed Martin Corporation
BA / The Boeing Company
ICF / iShares Trust - iShares Select U.S. REIT ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
DBO / Invesco DB Multi-Sector Commodity Trust - Invesco DB Oil Fund
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
FNDB / Schwab Strategic Trust - Schwab Fundamental U.S. Broad Market ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
HTO / H2O America
LLY / Eli Lilly and Company
AAPL / Apple Inc.
SPGI / S&P Global Inc.
META / Meta Platforms, Inc.
CSCO / Cisco Systems, Inc.
HD / The Home Depot, Inc.
MSFT / Microsoft Corporation