| BA / The Boeing Company
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| MS / Morgan Stanley
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| AXP / American Express Company
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| ABT / Abbott Laboratories
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| LIN / Linde plc
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| SPY / SPDR S&P 500 ETF
|
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| ADBE / Adobe Inc.
|
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| MA / Mastercard Incorporated
|
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| VRTX / Vertex Pharmaceuticals Incorporated
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| DE / Deere & Company
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| SCHW / The Charles Schwab Corporation
|
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| SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
|
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| AMT / American Tower Corporation
|
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| ICE / Intercontinental Exchange, Inc.
|
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| MSFT / Microsoft Corporation
|
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|
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|
|
| Vanguard Short-Term Treasury Fund
/ (922031851) |
|
|
|
|
|
|
|
| iShares Core MSCI World UCITS ETF
/ ETF (G4954M409) |
|
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|
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|
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| iShares MSCI ACWI UCITS ETF
/ ETF (G4954W266) |
|
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|
|
| iShares MSCI EM EX-China UCITS ETF
/ ETF (G4955N182) |
|
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|
| iShares USD Treasury Bond 1-3yr UCITS ETF
/ ETF (G4954G154) |
|
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|
|
|
|
| iShares Gold Trust
/ ISHARES (464285105) |
|
|
|
|
|
|
|
| US91282CBH34 / United States Treasury Note/Bond
|
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|
|
|
|
|
| Vanguard Intermediate-Term Tax-Exempt Fund
/ Mutual Fund (922907209) |
|
|
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|
|
|
|
| VTWAX / Vanguard International Equity Index Funds - Vanguard Total World Stock Index Fund Admiral Shares
|
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| AVGO / Broadcom Inc.
|
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| DHR / Danaher Corporation
|
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| VDMAX / Virtus Opportunities Trust - Virtus KAR Developing Markets Fd USD Cls A
|
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| FIHBX / Federated Hermes Institutional Trust - Federated Hermes Inst High Yield Bond Fd USD Cls INST
|
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| UPS / United Parcel Service, Inc.
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| SPYGX / Manager Directed Portfolios - Spyglass Growth Fund - Institutional Shares
|
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| DUK / Duke Energy Corporation
|
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| LRCX / Lam Research Corporation
|
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| SBUX / Starbucks Corporation
|
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| GE / General Electric Company
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| ECL / Ecolab Inc.
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| HBAN / Huntington Bancshares Incorporated
|
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| PTON / Peloton Interactive, Inc.
|
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| CB / Chubb Limited
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| CSCO / Cisco Systems, Inc.
|
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| US91282CFF32 / United States Treasury Note/Bond
|
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| PM / Philip Morris International Inc.
|
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| IBM / International Business Machines Corporation
|
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| ROP / Roper Technologies, Inc.
|
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| RTX / RTX Corporation
|
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| EQIX / Equinix, Inc.
|
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| ETN / Eaton Corporation plc
|
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| MDLZ / Mondelez International, Inc.
|
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| INTC / Intel Corporation
|
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| PLD / Prologis, Inc.
|
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| INFN / Infinera Corporation
|
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| ADI / Analog Devices, Inc.
|
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| MCK / McKesson Corporation
|
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| MRK / Merck & Co., Inc.
|
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| CVX / Chevron Corporation
|
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| HON / Honeywell International Inc.
|
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| US91282CFQ96 / United States Treasury Note/Bond - When Issued
|
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| GILD / Gilead Sciences, Inc.
|
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| QLYS / Qualys, Inc.
|
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| UNH / UnitedHealth Group Incorporated
|
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| OWL / Blue Owl Capital Inc.
|
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| KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF
|
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| C.WSA / Citigroup, Inc.
|
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| ANSS / ANSYS, Inc.
|
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| REGN / Regeneron Pharmaceuticals, Inc.
|
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| ACN / Accenture plc
|
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| MCO / Moody's Corporation
|
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|
|
| US912810PU60 / Us Treasury Bond Bond
|
|
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|
|
| WFC / Wells Fargo & Company
|
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|
|
| GS / The Goldman Sachs Group, Inc.
|
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|
|
| Apollo Global Management Inc
/ COM CL A (03768E105) |
|
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|
|
| PEP / PepsiCo, Inc.
|
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| ZTS / Zoetis Inc.
|
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| KO / The Coca-Cola Company
|
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| CL / Colgate-Palmolive Company
|
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| AMGN / Amgen Inc.
|
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| FAST / Fastenal Company
|
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|
| PANW / Palo Alto Networks, Inc.
|
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|
| TMUS / T-Mobile US, Inc.
|
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|
|
| MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
|
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| MCD / McDonald's Corporation
|
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|
| ITW / Illinois Tool Works Inc.
|
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| T / AT&T Inc.
|
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|
| TXN / Texas Instruments Incorporated
|
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|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
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|
|
| SHW / The Sherwin-Williams Company
|
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|
|
| NEE / NextEra Energy, Inc.
|
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| CME / CME Group Inc.
|
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|
|
| JNJ / Johnson & Johnson
|
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|
|
| SPGI / S&P Global Inc.
|
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|
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|
|
| BAC / Bank of America Corporation
|
|
|
|
|
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|
|
| MU / Micron Technology, Inc.
|
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|
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|
|
| SLB / Schlumberger Limited
|
|
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|
|
| SRE / Sempra
|
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|
|
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|
|
| CMG / Chipotle Mexican Grill, Inc.
|
|
|
|
|
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|
|
| NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
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|
|
|
| ODFL / Old Dominion Freight Line, Inc.
|
|
|
|
|
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|
|
| PYPL / PayPal Holdings, Inc.
|
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|
|
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|
|
| MRK / Merck & Co., Inc.
|
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|
|
| ORLY / O'Reilly Automotive, Inc.
|
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|
|
| NKE / NIKE, Inc.
|
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|
|
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|
|
| ABBV / AbbVie Inc.
|
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|
|
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|
|
| COST / Costco Wholesale Corporation
|
|
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|
|
|
|
|
| WULF / TeraWulf Inc.
|
|
|
|
|
|
|
|
| WCN / Waste Connections, Inc.
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
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|
|
| SYK / Stryker Corporation
|
|
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|
|
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|
|
| TECH / Bio-Techne Corporation
|
|
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|
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|
|
| BSX / Boston Scientific Corporation
|
|
|
|
|
|
|
|
| MMC / Marsh & McLennan Companies, Inc.
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Trust
|
|
|
|
|
|
|
|
| TT / Trane Technologies plc
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| C / Citigroup Inc. - Corporate Bond/Note
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| MPWR / Monolithic Power Systems, Inc.
|
|
|
|
|
|
|
|
| VWSTX / Vanguard Municipal Bond Funds - Vanguard Short-Term Tax-Exempt Fund Investor Class
|
|
|
|
|
|
|
|
| SLG / SL Green Realty Corp.
|
|
|
|
|
|
|
|
| IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| EWJ / iShares, Inc. - iShares MSCI Japan ETF
|
|
|
|
|
|
|
|
| KWEB / KraneShares Trust - KraneShares CSI China Internet ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| AYRWF / Ayr Wellness Inc.
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| INDS / Pacer Funds Trust - Pacer Industrial Real Estate ETF
|
|
|
|
|
|
|
|
| BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| VINIX / Vanguard Institutional Index Funds - Vanguard Institutional Index Institutional Class
|
|
|
|
|
|
|
|
| VBTLX / Vanguard Bond Index Funds - Vanguard Total Bond Market Index Fund Admiral Class
|
|
|
|
|
|
|
|
| DBLTX / Doubleline Funds Trust - DoubleLine Total Return Bond Fund Class I
|
|
|
|
|
|
|
|
| UE / Urban Edge Properties
|
|
|
|
|
|
|
|
| INDA / iShares Trust - iShares MSCI India ETF
|
|
|
|
|
|
|
|
| SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
|
|
|
|
|
|
|
|
| BN / Brookfield Corporation
|
|
|
|
|
|
|
|
| SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| PDRDX / Principal Funds Inc - Principal Diversified Real Asset Fund Institutional Class
|
|
|
|
|
|
|
|
| SNAP / Snap Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| US9229088011 / Vanguard Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
|
|
| URGN / UroGen Pharma Ltd.
|
|
|
|
|
|
|
|
| VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
|
|
| VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
|
|
|
| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
|
|
|
|
|
|
|
| DIDIY / DiDi Global Inc. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ERICB / Telefonaktiebolaget LM Ericsson
|
|
|
|
|
|
|
|
| FUL / H.B. Fuller Company
|
|
|
|
|
|
|
|
| EFAX / SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
|
|
| FC / Franklin Covey Co.
|
|
|
|
|
|
|
|
| LRLCY / L'Oréal S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| EGFIX / Advisors Inner Circle Fund - Edgewood Growth Fund Institutional Class
|
|
|
|
|
|
|
|
| US9229078780 / Vanguard Intermediate-Term Tax-Exempt Fund
|
|
|
|
|
|
|
|
| VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
|
|
|
|
|
|
|
|
| SRVR / Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF
|
|
|
|
|
|
|
|
| VVIAX / Vanguard Index Funds - Vanguard Value Index Fund Admiral
|
|
|
|
|
|
|
|
| EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| HEWJ / iShares Trust - iShares Currency Hedged MSCI Japan ETF
|
|
|
|
|
|
|
|
| ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
|
|
|
|
|
|
|
|
| BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| US9220317450 / VANGUARD INFLAT PROTECT-INST MUTUAL FUND
|
|
|
|
|
|
|
|
| LW / Lamb Weston Holdings, Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
| EEMX / SPDR Index Shares Funds - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
|
|
| USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
|
|
|
|
|
|
|
|
| NOVN / Novartis AG
|
|
|
|
|
|
|
|
| REET / iShares Trust - iShares Global REIT ETF
|
|
|
|
|
|
|
|
| KRON / Kronos Bio, Inc.
|
|
|
|
|
|
|
|
| VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VNO / Vornado Realty Trust
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
|
|
|
|
|
|
|
|
| ST / Sensata Technologies Holding plc
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| DBJP / DBX ETF Trust - Xtrackers MSCI Japan Hedged Equity ETF
|
|
|
|
|
|
|
|
| AON / Aon plc
|
|
|
|
|
|
|
|
| SNOW / Snowflake Inc.
|
|
|
|
|
|
|
|
| LEN / Lennar Corporation
|
|
|
|
|
|
|
|
| CBRE / CBRE Group, Inc.
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| ARTGX / Artisan Partners Funds Inc - Artisan Global Value Fund Investor Class
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
|
|
|
|
|
|
|
|
| ACHC / Acadia Healthcare Company, Inc.
|
|
|
|
|
|
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| XBI / SPDR Series Trust - SPDR S&P Biotech ETF
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| URTH / iShares, Inc. - iShares MSCI World ETF
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| US2779072006 / EATON VANCE INC FD BOSTN-
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| VTV / Vanguard Index Funds - Vanguard Value ETF
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| CRM / Salesforce, Inc.
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| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| HOOD / Robinhood Markets, Inc.
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| ONC / BeOne Medicines AG - Depositary Receipt (Common Stock)
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| ASEA / Global X Funds - Global X FTSE Southeast Asia ETF
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| NU / Nu Holdings Ltd.
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| IVE / iShares Trust - iShares S&P 500 Value ETF
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| FOXA / Fox Corporation
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| DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
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| GWRE / Guidewire Software, Inc.
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| BXMT / Blackstone Mortgage Trust, Inc.
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| UBER / Uber Technologies, Inc.
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| LLY / Eli Lilly and Company
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| V / Visa Inc.
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| INCY / Incyte Corporation
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| NWSA / News Corporation
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| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
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| EWU / iShares Trust - iShares MSCI United Kingdom ETF
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| DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF
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| META / Meta Platforms, Inc.
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| TDG / TransDigm Group Incorporated
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| NYT / The New York Times Company
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| TIP / iShares Trust - iShares TIPS Bond ETF
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| KKR / KKR & Co. Inc.
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| DNA / Ginkgo Bioworks Holdings, Inc.
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| COIN / Coinbase Global, Inc.
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| SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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| NOW / ServiceNow, Inc.
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| TSLA / Tesla, Inc.
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| OPEN / Opendoor Technologies Inc.
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| ABBNY / ABB Ltd - Depositary Receipt (Common Stock)
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| HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
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| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
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| VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
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| CURLF / Curaleaf Holdings, Inc.
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| ALLO / Allogene Therapeutics, Inc.
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| FI / Fiserv, Inc.
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
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| HUBS / HubSpot, Inc.
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| MCHI / iShares Trust - iShares MSCI China ETF
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| BMY / Bristol-Myers Squibb Company
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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| HWM / Howmet Aerospace Inc.
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| REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
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| HAWX / iShares Trust - iShares Currency Hedged MSCI ACWI ex U.S. ETF
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| ICLN / iShares Trust - iShares Global Clean Energy ETF
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| IWV / iShares Trust - iShares Russell 3000 ETF
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| HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF
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| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
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| VMC / Vulcan Materials Company
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| ESLOY / EssilorLuxottica Société anonyme - Depositary Receipt (Common Stock)
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
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| TEAD / Teads Holding Co.
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| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
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| CSX / CSX Corporation
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| SHV / iShares Trust - iShares Short Treasury Bond ETF
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| STX / Seagate Technology Holdings plc
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| ISHZF / iShares III Public Limited Company - iShares UK Gilts 0-5yr UCITS ETF
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| UTHR / United Therapeutics Corporation
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| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
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| XOM / Exxon Mobil Corporation
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| ACWI / iShares Trust - iShares MSCI ACWI ETF
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| QQQ / Invesco QQQ Trust, Series 1
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| AMD / Advanced Micro Devices, Inc.
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| EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| VAIPX / Vanguard Bond Index Funds - Vanguard Inflation Protected Securities Fund Admiral Class
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| STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
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| DBEU / DBX ETF Trust - Xtrackers MSCI Europe Hedged Equity ETF
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| SNPS / Synopsys, Inc.
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| ARGX / argenx SE - Depositary Receipt (Common Stock)
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| LOW / Lowe's Companies, Inc.
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| IBBQ / Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
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.
