YHB Investment Advisors

YHB Investment Advisors as of June 30, 2023

Portfolio Holdings for YHB Investment Advisors

YHB Investment Advisors holds 281 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 7.2 $77M 399k 193.97
Microsoft Corp Stock (MSFT) 5.4 $58M 171k 340.54
Amazon Stock (AMZN) 3.0 $32M 246k 130.36
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.5 $27M 79k 341.00
Costco Whsl Corp Stock (COST) 2.5 $27M 50k 538.38
Thermo Fisher Scientific Stock (TMO) 2.5 $27M 51k 521.75
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.1 $22M 182k 120.97
Visa Inc Com Cl A Stock (V) 2.1 $22M 93k 237.48
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.0 $22M 180k 119.70
Danaher Corporation Stock (DHR) 2.0 $21M 89k 240.00
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.8 $20M 76k 261.48
Ishares Core S&p Small Cap Etf Etf (IJR) 1.6 $17M 173k 99.65
Unitedhealth Group Stock (UNH) 1.6 $17M 35k 480.64
Pepsico Stock (PEP) 1.5 $16M 87k 185.22
Ecolab Stock (ECL) 1.5 $16M 85k 186.69
Stryker Corporation Stock (SYK) 1.5 $16M 52k 305.09
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $13M 30k 443.27
Home Depot Stock (HD) 1.2 $13M 41k 310.64
Aon Plc Shs Cl A Stock (AON) 1.1 $12M 36k 345.20
Intuit Stock (INTU) 1.1 $12M 26k 458.19
Mcdonalds Corp Stock (MCD) 1.0 $11M 38k 298.41
United Rentals Stock (URI) 1.0 $11M 25k 445.37
Johnson & Johnson Stock (JNJ) 1.0 $11M 66k 165.52
Schwab Us Dividend Equity Etf Etf (SCHD) 1.0 $11M 149k 72.62
Amgen Stock (AMGN) 1.0 $10M 47k 222.02
Zoetis Inc Cl A Stock (ZTS) 0.9 $10M 58k 172.21
Intuitive Surgical Stock (ISRG) 0.9 $10M 29k 341.94
Oracle Corp Stock (ORCL) 0.9 $10M 84k 119.09
Nvidia Corporation Stock (NVDA) 0.9 $10M 24k 423.02
Lam Research Corp Stock (LRCX) 0.9 $9.5M 15k 642.86
Nike Inc Cl B Stock (NKE) 0.9 $9.5M 86k 110.37
Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $9.0M 127k 70.48
Union Pac Corp Stock (UNP) 0.8 $8.4M 41k 204.62
Pimco Enhanced Short Maturity Active Etf Etf (MINT) 0.8 $8.2M 82k 99.76
Nextera Energy Stock (NEE) 0.8 $8.1M 110k 74.20
Raytheon Technologies Corp Stock (RTX) 0.7 $7.9M 81k 97.96
Tjx Cos Stock (TJX) 0.7 $7.9M 93k 84.79
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.7 $7.7M 89k 87.23
Ishares Core S&p 500 Etf Etf (IVV) 0.7 $7.7M 17k 445.71
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.7 $7.6M 101k 74.95
Yum China Hldgs Stock (YUMC) 0.6 $6.8M 121k 56.50
Amphenol Corp New Cl A Stock (APH) 0.6 $6.8M 80k 84.95
Honeywell Intl Stock (HON) 0.6 $6.7M 32k 207.50
Ishares Russell 1000 Etf Etf (IWB) 0.6 $6.5M 27k 243.74
Ishares S&p 500 Value Etf Etf (IVE) 0.6 $6.4M 40k 161.19
Meta Platforms Inc Cl A Stock (META) 0.6 $6.3M 22k 286.98
Fortive Corp Stock (FTV) 0.6 $6.1M 82k 74.77
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $6.0M 90k 67.50
Procter And Gamble Stock (PG) 0.6 $5.9M 39k 151.74
Paychex Stock (PAYX) 0.5 $5.9M 53k 111.87
General Electric Stock (GE) 0.5 $5.7M 52k 109.85
Vanguard S&p 500 Etf Etf (VOO) 0.5 $5.6M 14k 407.27
Yum Brands Stock (YUM) 0.5 $5.5M 40k 138.55
Ishares Russell 2000 Etf Etf (IWM) 0.5 $5.5M 29k 187.27
Goldman Sachs Group Stock (GS) 0.5 $5.4M 17k 322.54
Abbvie Stock (ABBV) 0.5 $5.2M 38k 134.73
Church & Dwight Stock (CHD) 0.5 $5.2M 52k 100.23
Morgan Stanley Stock (MS) 0.5 $4.9M 58k 85.40
Walmart Stock (WMT) 0.4 $4.7M 30k 157.18
Marriott Intl Inc New Cl A Stock (MAR) 0.4 $4.7M 26k 183.69
Cme Group Stock (CME) 0.4 $4.7M 25k 185.29
Netflix Stock (NFLX) 0.4 $4.6M 11k 440.49
Carlisle Cos Stock (CSL) 0.4 $4.6M 18k 256.53
Paypal Hldgs Stock (PYPL) 0.4 $4.6M 68k 66.73
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $4.5M 89k 50.14
Cummins Stock (CMI) 0.4 $4.5M 18k 245.16
Comcast Corp New Cl A Stock (CMCSA) 0.4 $4.4M 106k 41.55
Linde Stock (LIN) 0.4 $4.4M 12k 381.08
Prologis Reit (PLD) 0.4 $4.3M 35k 122.63
Ishares Msci Acwi Etf Etf (ACWI) 0.4 $4.2M 44k 95.94
Woodward Stock (WWD) 0.4 $4.2M 35k 118.91
Disney Stock (DIS) 0.4 $4.1M 46k 89.28
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.4 $4.0M 56k 71.03
Shell Plc Spon Ads Adr (SHEL) 0.4 $4.0M 66k 60.38
Palo Alto Networks Stock (PANW) 0.4 $3.9M 16k 255.51
Jpmorgan Chase & Co Stock (JPM) 0.4 $3.9M 27k 145.44
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.4 $3.8M 118k 32.54
Morningstar Stock (MORN) 0.3 $3.7M 19k 196.07
Fortinet Stock (FTNT) 0.3 $3.7M 49k 75.59
Aflac Stock (AFL) 0.3 $3.6M 52k 69.80
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $3.6M 72k 49.29
Exxon Mobil Corp Stock (XOM) 0.3 $3.5M 33k 107.25
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.3 $3.5M 70k 50.65
Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.3 $3.4M 43k 79.79
Chevron Corp Stock (CVX) 0.3 $3.4M 22k 157.35
Wells Fargo Stock (WFC) 0.3 $3.4M 80k 42.68
Edwards Lifesciences Corp Stock (EW) 0.3 $3.4M 36k 94.33
Salesforce Stock (CRM) 0.3 $3.2M 15k 211.26
Mondelez Intl Inc Cl A Stock (MDLZ) 0.3 $3.2M 44k 72.94
Colgate Palmolive Stock (CL) 0.3 $3.1M 40k 77.04
Hilton Worldwide Hldgs Stock (HLT) 0.3 $3.1M 21k 145.55
Align Technology Stock (ALGN) 0.3 $3.0M 8.6k 353.64
Elevance Health Stock (ELV) 0.3 $3.0M 6.8k 444.29
Spdr Gold Shares Etf (GLD) 0.3 $3.0M 17k 178.27
Becton Dickinson & Co Stock (BDX) 0.3 $2.9M 11k 264.01
Pfizer Stock (PFE) 0.3 $2.8M 77k 36.68
Fastenal Stock (FAST) 0.3 $2.7M 46k 58.99
Invesco Qqq Trust Series I Etf (QQQ) 0.2 $2.6M 7.0k 369.42
Capital One Finl Corp Stock (COF) 0.2 $2.5M 23k 109.37
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $2.5M 11k 220.29
Truist Finl Corp Stock (TFC) 0.2 $2.5M 81k 30.35
Citigroup Stock (C) 0.2 $2.4M 52k 46.04
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.2 $2.4M 21k 111.60
L3harris Technologies Stock (LHX) 0.2 $2.3M 12k 195.77
Essential Utils Stock (WTRG) 0.2 $2.3M 58k 39.91
Carrier Global Corporation Stock (CARR) 0.2 $2.3M 46k 49.71
Cvs Health Corp Stock (CVS) 0.2 $2.3M 33k 69.13
Ebay Stock (EBAY) 0.2 $2.2M 50k 44.69
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $2.2M 22k 100.92
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $2.2M 36k 61.01
Illinois Tool Wks Stock (ITW) 0.2 $2.2M 8.7k 250.16
Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.2 $2.2M 63k 34.38
Servicenow Stock (NOW) 0.2 $2.1M 3.8k 561.97
Schwab U.s. Broad Market Etf Etf (SCHB) 0.2 $2.1M 41k 51.70
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $2.1M 28k 75.66
Conocophillips Stock (COP) 0.2 $2.0M 20k 103.61
Lowes Cos Stock (LOW) 0.2 $2.0M 9.0k 225.70
Otis Worldwide Corp Stock (OTIS) 0.2 $2.0M 22k 89.01
Vanguard Large-cap Etf Etf (VV) 0.2 $1.9M 9.4k 202.72
Waste Mgmt Inc Del Stock (WM) 0.2 $1.9M 11k 173.42
Blackrock Stock (BLK) 0.2 $1.9M 2.7k 691.14
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Etf (GSLC) 0.2 $1.8M 21k 87.30
Aercap Holdings Nv Stock (AER) 0.2 $1.8M 28k 63.52
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.2 $1.7M 49k 35.60
Bristol-myers Squibb Stock (BMY) 0.2 $1.7M 27k 63.95
Cisco Sys Stock (CSCO) 0.2 $1.7M 33k 51.74
Autozone Stock (AZO) 0.2 $1.7M 676.00 2493.36
Mckesson Corp Stock (MCK) 0.1 $1.6M 3.7k 427.31
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.1 $1.5M 20k 75.00
Charter Communications Inc New Cl A Stock (CHTR) 0.1 $1.5M 4.0k 367.37
Mastercard Incorporated Cl A Stock (MA) 0.1 $1.5M 3.7k 393.30
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) 0.1 $1.4M 19k 76.96
Invesco Dynamic Biotechnology & Genome Etf Etf (PBE) 0.1 $1.4M 23k 61.29
American Tower Corp Reit (AMT) 0.1 $1.4M 7.1k 193.94
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $1.4M 27k 52.37
Merck & Co Stock (MRK) 0.1 $1.3M 12k 115.39
Voya Financial Stock (VOYA) 0.1 $1.3M 18k 71.71
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.1 $1.3M 43k 30.69
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $1.3M 26k 50.17
American Express Stock (AXP) 0.1 $1.3M 7.3k 174.20
Lincoln Elec Hldgs Stock (LECO) 0.1 $1.3M 6.4k 198.63
Phillips 66 Stock (PSX) 0.1 $1.2M 13k 95.38
Liberty Broadband Corp Com Ser C Stock (LBRDK) 0.1 $1.2M 15k 80.11
Us Bancorp Del Stock (USB) 0.1 $1.2M 35k 33.04
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $1.1M 20k 54.98
Starbucks Corp Stock (SBUX) 0.1 $1.1M 11k 99.06
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.0M 6.4k 162.43
Coca Cola Stock (KO) 0.1 $1.0M 17k 60.22
Automatic Data Processing Stock (ADP) 0.1 $993k 4.5k 219.79
Lyondellbasell Industries N V Shs - A - Stock (LYB) 0.1 $893k 9.7k 91.83
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $880k 20k 43.80
Spdr S&p Dividend Etf Etf (SDY) 0.1 $845k 6.9k 122.58
Cognizant Technology Solutions Cl A Stock (CTSH) 0.1 $833k 13k 65.28
Camden Ppty Tr Sh Ben Int Reit (CPT) 0.1 $803k 7.4k 108.87
Emerson Elec Stock (EMR) 0.1 $795k 8.8k 90.39
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.1 $795k 8.1k 97.64
Abbott Labs Stock (ABT) 0.1 $786k 7.2k 109.02
Ge Healthcare Technologies Stock (GEHC) 0.1 $782k 9.6k 81.24
Vanguard Small-cap Etf Etf (VB) 0.1 $770k 3.9k 198.89
Chipotle Mexican Grill Stock (CMG) 0.1 $766k 358.00 2139.00
Pimco Short Term Municipal Bond Active Etf Etf (SMMU) 0.1 $744k 15k 49.53
Invesco Ultra Short Duration Etf Etf (GSY) 0.1 $736k 15k 49.64
Spdr Blackstone Senior Loan Etf Etf (SRLN) 0.1 $714k 17k 41.87
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $706k 18k 39.56
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.1 $700k 9.8k 71.65
Medtronic Stock (MDT) 0.1 $693k 7.9k 88.10
Broadcom Stock (AVGO) 0.1 $656k 756.00 867.43
Gilead Sciences Stock (GILD) 0.1 $654k 8.5k 77.07
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $650k 16k 40.68
3M Stock (MMM) 0.1 $644k 6.4k 100.09
Berkley W R Corp Stock (WRB) 0.1 $643k 11k 59.56
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $641k 7.9k 81.17
Copart Stock (CPRT) 0.1 $636k 7.0k 91.21
Vanguard Real Estate Etf Etf (VNQ) 0.1 $628k 7.5k 83.56
Johnson Ctls Intl Stock (JCI) 0.1 $613k 9.0k 68.14
Ishares Msci Usa Equal Weighted Etf Etf (EUSA) 0.1 $607k 7.7k 78.80
The Cigna Group Stock (CI) 0.1 $597k 2.1k 280.60
Transdigm Group Stock (TDG) 0.1 $594k 664.00 894.17
Applied Matls Stock (AMAT) 0.1 $572k 4.0k 144.54
Proshares Ultra Silver Etf (AGQ) 0.1 $566k 21k 26.95
Intel Corp Stock (INTC) 0.1 $544k 16k 33.44
Equinix Reit (EQIX) 0.1 $542k 691.00 783.94
International Business Machs Stock (IBM) 0.1 $542k 4.0k 133.82
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.1 $541k 5.2k 104.04
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $516k 4.9k 106.07
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $515k 1.9k 275.18
Independence Rlty Tr Reit (IRT) 0.0 $511k 28k 18.22
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.0 $503k 5.0k 100.63
Tesla Stock (TSLA) 0.0 $492k 1.9k 261.77
Invesco Global Water Etf Etf (PIO) 0.0 $489k 14k 35.77
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $486k 8.9k 54.41
Bank America Corp Stock (BAC) 0.0 $484k 17k 28.69
Regeneron Pharmaceuticals Stock (REGN) 0.0 $481k 670.00 718.54
Liberty Broadband Corp Com Ser A Stock (LBRDA) 0.0 $462k 5.8k 79.73
Vanguard Growth Etf Etf (VUG) 0.0 $454k 1.6k 282.96
Adobe Systems Incorporated Stock (ADBE) 0.0 $445k 910.00 488.99
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $445k 6.8k 65.44
Verizon Stock (VZ) 0.0 $436k 12k 37.19
Ishares Msci Eafe Etf Etf (EFA) 0.0 $424k 5.8k 72.50
Novartis Adr (NVS) 0.0 $419k 4.2k 100.91
Liberty Global Plc Shs Cl C Stock 0.0 $416k 23k 17.77
Caterpillar Stock (CAT) 0.0 $416k 1.7k 246.07
Quanta Svcs Stock (PWR) 0.0 $412k 2.1k 196.45
Grainger W W Stock (GWW) 0.0 $406k 515.00 788.59
Kimberly-clark Corp Stock (KMB) 0.0 $401k 2.9k 138.06
Idexx Labs Stock (IDXX) 0.0 $399k 794.00 502.23
Norfolk Southn Corp Stock (NSC) 0.0 $394k 1.7k 226.76
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.0 $392k 20k 20.13
Texas Instrs Stock (TXN) 0.0 $391k 2.2k 180.02
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $390k 2.5k 157.83
Fiserv Stock (FI) 0.0 $376k 3.0k 126.15
Toronto Dominion Bk Ont Stock (TD) 0.0 $374k 6.0k 62.01
Deere & Co Stock (DE) 0.0 $372k 917.00 405.19
Fedex Corp Stock (FDX) 0.0 $355k 1.4k 247.90
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $349k 5.4k 65.02
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $348k 6.2k 56.08
Steris Plc Shs Usd Stock (STE) 0.0 $343k 1.5k 224.98
Spdr S&p Kensho Clean Power Etf Etf (CNRG) 0.0 $338k 4.0k 84.61
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $325k 9.7k 33.71
Csx Corp Stock (CSX) 0.0 $325k 9.5k 34.10
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $323k 1.9k 173.86
Keysight Technologies Stock (KEYS) 0.0 $322k 1.9k 167.45
Hershey Stock (HSY) 0.0 $315k 1.3k 249.70
Qualcomm Stock (QCOM) 0.0 $310k 2.6k 119.04
Axon Enterprise Stock (AXON) 0.0 $305k 1.6k 195.12
Oreilly Automotive Stock (ORLY) 0.0 $302k 316.00 955.30
Dupont De Nemours Stock (DD) 0.0 $302k 4.2k 71.45
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $294k 954.00 308.58
Sherwin Williams Stock (SHW) 0.0 $291k 1.1k 265.52
Boeing Stock (BA) 0.0 $288k 1.4k 211.16
Pool Corp Stock (POOL) 0.0 $277k 739.00 374.64
Monster Beverage Corp Stock (MNST) 0.0 $276k 4.8k 57.44
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.0 $276k 15k 18.95
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.0 $272k 5.2k 52.11
Lilly Eli & Co Stock (LLY) 0.0 $271k 577.00 468.98
Vanguard Mid-cap Etf Etf (VO) 0.0 $270k 1.2k 220.16
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $270k 2.3k 114.93
Verisk Analytics Stock (VRSK) 0.0 $269k 1.2k 226.03
Eog Res Stock (EOG) 0.0 $267k 2.3k 114.44
Intercontinental Exchange Stock (ICE) 0.0 $266k 2.4k 113.08
Tyler Technologies Stock (TYL) 0.0 $264k 634.00 416.47
Hubbell Stock (HUBB) 0.0 $264k 795.00 331.56
Idex Corp Stock (IEX) 0.0 $261k 1.2k 215.26
Cdw Corp Stock (CDW) 0.0 $260k 1.4k 183.50
Marsh & Mclennan Cos Stock (MMC) 0.0 $259k 1.4k 188.08
Vanguard Short-term Bond Etf Etf (BSV) 0.0 $255k 3.4k 75.57
Ing Groep Adr (ING) 0.0 $253k 19k 13.47
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $253k 2.6k 96.63
Fair Isaac Corp Stock (FICO) 0.0 $253k 312.00 809.21
Air Prods & Chems Stock (APD) 0.0 $246k 821.00 299.53
D R Horton Stock (DHI) 0.0 $244k 2.0k 121.69
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN) 0.0 $243k 4.8k 51.16
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 0.0 $243k 13k 19.03
Lockheed Martin Corp Stock (LMT) 0.0 $242k 526.00 460.38
Middlefield Banc Corp Stock (MBCN) 0.0 $240k 9.0k 26.80
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $238k 3.5k 67.09
Ulta Beauty Stock (ULTA) 0.0 $236k 501.00 470.59
Enterprise Prods Partners Stock (EPD) 0.0 $231k 8.8k 26.35
Duke Energy Corp Stock (DUK) 0.0 $230k 2.6k 89.75
Blackstone Stock (BX) 0.0 $228k 2.5k 92.97
Dow Stock (DOW) 0.0 $228k 4.3k 53.26
Iac Stock (IAC) 0.0 $226k 3.6k 62.80
Hartford Finl Svcs Group Stock (HIG) 0.0 $225k 3.1k 72.02
Stanley Black & Decker Stock (SWK) 0.0 $221k 2.4k 93.71
General Mls Stock (GIS) 0.0 $220k 2.9k 76.70
Charles Riv Labs Intl Stock (CRL) 0.0 $218k 1.0k 210.25
Southern Stock (SO) 0.0 $214k 3.0k 70.25
Dollar Gen Corp Stock (DG) 0.0 $214k 1.3k 169.78
Costar Group Stock (CSGP) 0.0 $212k 2.4k 89.00
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.0 $211k 440.00 478.91
GSK Adr (GSK) 0.0 $209k 5.9k 35.64
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.0 $206k 4.1k 50.22
Schwab International Equity Etf Etf (SCHF) 0.0 $205k 5.7k 35.65
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $205k 8.3k 24.63
Philip Morris Intl Stock (PM) 0.0 $204k 2.1k 97.62
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.0 $204k 4.1k 50.30
Gartner Stock (IT) 0.0 $203k 579.00 350.31
Corteva Stock (CTVA) 0.0 $201k 3.5k 57.30
Sprott Physical Gold & Silver Tr Unit Cef (CEF) 0.0 $200k 11k 18.02
Akili Stock (AKLI) 0.0 $152k 137k 1.11
General Moly Stock 0.0 $0 12k 0.00