Robertson Stephens Wealth Management

Latest statistics and disclosures from Robertson Stephens Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Robertson Stephens Wealth Management

Robertson Stephens Wealth Management holds 416 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
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $87M +2% 213k 408.87
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Apple (AAPL) 5.7 $81M +4% 419k 193.97
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Ishares Tr Core S&p500 Etf (IVV) 5.6 $79M +19% 177k 445.71
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Twilio Cl A Put Option (TWLO) 3.0 $42M +3169% 664k 63.62
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Microsoft Corporation (MSFT) 2.4 $34M 100k 340.54
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $31M +14% 661k 46.18
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 2.1 $29M +414% 294k 100.07
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Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $29M +17% 107k 275.18
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Ishares Tr Eafe Grwth Etf (EFG) 2.0 $29M +681% 303k 95.41
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Ishares Core Msci Emkt (IEMG) 2.0 $29M +7% 578k 49.29
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $27M -3% 60k 444.88
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Vanguard Index Fds Growth Etf (VUG) 1.8 $26M +22% 91k 282.96
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Hennessy Fds Tr Stance Esg Etf (STNC) 1.6 $22M 821k 26.93
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Select Sector Spdr Tr Technology (XLK) 1.5 $22M +20% 124k 173.86
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Applovin Corp Com Cl A (APP) 1.4 $20M -7% 779k 25.73
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Ishares Tr S&p 500 Val Etf (IVE) 1.3 $19M -3% 118k 161.19
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Ishares Tr Core S&p Scp Etf (IJR) 1.2 $17M -30% 174k 99.65
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.2 $17M 209k 81.08
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Acuity Brands (AYI) 1.2 $17M -14% 102k 163.08
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Amazon (AMZN) 1.2 $16M -3% 125k 130.36
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Ishares Tr Core Us Aggbd Et (AGG) 1.0 $15M +15% 151k 97.95
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Alphabet Cap Stk Cl C (GOOG) 0.9 $13M -9% 108k 120.97
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $12M +26% 164k 70.48
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.8 $11M 341k 32.71
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $11M +45% 111k 99.76
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.8 $11M +1654% 32k 344.65
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.7 $10M +74% 94k 107.32
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $9.8M -27% 145k 67.50
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Ishares Tr National Mun Etf (MUB) 0.7 $9.7M -12% 91k 106.73
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $9.4M -14% 79k 119.70
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Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $9.3M -9% 127k 73.03
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $8.3M -27% 44k 187.27
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $8.3M -26% 38k 220.28
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Visa Com Cl A (V) 0.6 $8.2M -4% 34k 237.48
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Home Depot (HD) 0.6 $8.1M -7% 26k 310.64
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $8.0M +375% 53k 149.64
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Vanguard Index Fds Value Etf (VTV) 0.5 $7.6M -43% 53k 142.10
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Bank of America Corporation (BAC) 0.5 $7.5M -3% 261k 28.69
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Hershey Company (HSY) 0.5 $7.2M +873% 29k 249.70
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Procter & Gamble Company (PG) 0.5 $7.1M +218% 47k 151.74
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Ishares Tr Msci Uk Etf New (EWU) 0.5 $7.1M +294% 220k 32.35
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $6.8M -5% 51k 132.73
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Ishares Tr Msci Poland Etf (EPOL) 0.5 $6.7M +25% 349k 19.18
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Ishares Msci Mexico Etf (EWW) 0.5 $6.5M +2% 105k 62.18
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $6.4M 39k 163.22
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Pepsi (PEP) 0.4 $6.4M -4% 34k 185.22
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $6.2M +12% 36k 169.81
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Bgc Partners Cl A (BGCP) 0.4 $6.2M 1.4M 4.43
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Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $6.1M +10% 74k 82.87
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Ishares Tr Rus 1000 Etf (IWB) 0.4 $6.0M 25k 243.74
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Energy Fuels Com New (UUUU) 0.4 $5.9M +6% 947k 6.24
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $5.8M 215k 27.15
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $5.8M +7% 16k 369.92
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Danaher Corporation (DHR) 0.4 $5.8M 24k 240.27
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.4 $5.7M +33% 125k 45.98
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $5.7M +3% 57k 100.63
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T. Rowe Price (TROW) 0.4 $5.7M 51k 112.02
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.4 $5.6M 41k 134.87
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Ishares Tr Core Total Usd (IUSB) 0.4 $5.5M +6% 120k 45.47
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Select Sector Spdr Tr Communication (XLC) 0.4 $5.4M 84k 65.08
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $5.4M +88% 58k 93.64
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $5.4M +352% 35k 152.25
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $5.2M -26% 131k 39.56
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Ishares Msci Eurzone Etf (EZU) 0.4 $5.1M +147% 111k 45.82
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JPMorgan Chase & Co. (JPM) 0.4 $5.0M +19% 34k 145.44
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Select Sector Spdr Tr Financial (XLF) 0.3 $4.9M 147k 33.71
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McDonald's Corporation (MCD) 0.3 $4.8M -36% 16k 298.41
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Reliance Steel & Aluminum (RS) 0.3 $4.7M NEW 17k 271.59
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $4.6M 100k 46.39
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $4.4M 86k 51.70
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Ishares Tr Latn Amer 40 Etf (ILF) 0.3 $4.4M +2% 163k 27.17
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Johnson & Johnson (JNJ) 0.3 $4.3M 26k 165.52
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Ishares Tr Ibonds 2026 Term (IBHF) 0.3 $4.3M -9% 190k 22.75
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $4.2M -8% 57k 74.33
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Ishares Tr Expanded Tech (IGV) 0.3 $4.2M +372% 12k 345.91
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.3 $4.2M 50k 83.78
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Fiserv (FI) 0.3 $4.1M -28% 33k 126.15
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Tesla Motors (TSLA) 0.3 $4.0M -19% 15k 261.78
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Discover Financial Services (DFS) 0.3 $4.0M -6% 34k 116.85
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $3.9M -23% 11k 341.00
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Caterpillar (CAT) 0.3 $3.8M -5% 15k 246.05
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Merck & Co (MRK) 0.3 $3.7M 32k 116.12
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $3.7M +171% 50k 72.93
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $3.6M 37k 97.46
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Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 0.3 $3.6M 161k 22.55
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Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $3.6M NEW 40k 91.19
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Chevron Corporation (CVX) 0.3 $3.6M +2% 23k 157.35
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Ishares Tr Core Msci Total (IXUS) 0.3 $3.6M -5% 57k 62.62
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $3.5M -29% 45k 78.26
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Netflix (NFLX) 0.2 $3.5M +3% 7.9k 440.49
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.5M -73% 13k 261.48
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NVIDIA Corporation (NVDA) 0.2 $3.4M +4% 8.1k 423.03
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Raytheon Technologies Corp (RTX) 0.2 $3.4M -3% 35k 97.96
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Select Sector Spdr Tr Energy (XLE) 0.2 $3.4M -2% 42k 81.17
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Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $3.4M 57k 58.84
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Chipotle Mexican Grill (CMG) 0.2 $3.4M 1.6k 2139.00
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Qualcomm (QCOM) 0.2 $3.3M -4% 28k 119.04
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Boeing Company (BA) 0.2 $3.2M -3% 15k 211.16
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Exxon Mobil Corporation (XOM) 0.2 $3.2M -6% 30k 107.25
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Sherwin-Williams Company (SHW) 0.2 $3.2M -8% 12k 265.52
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Comcast Corp Cl A (CMCSA) 0.2 $3.1M -9% 75k 41.55
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.1M 64k 48.16
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Ishares Tr S&p 100 Etf (OEF) 0.2 $3.0M 15k 207.05
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.0M -6% 15k 198.89
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BlackRock (BLK) 0.2 $3.0M -6% 4.3k 691.14
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $2.9M -2% 57k 50.67
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UnitedHealth (UNH) 0.2 $2.9M 6.0k 480.67
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Abbvie (ABBV) 0.2 $2.9M +28% 21k 134.73
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.2 $2.8M +4% 48k 58.66
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AutoZone (AZO) 0.2 $2.7M +175% 1.1k 2493.36
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.2 $2.7M 110k 24.62
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CVS Caremark Corporation (CVS) 0.2 $2.7M 38k 69.13
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Ishares Tr Mbs Etf (MBB) 0.2 $2.6M +5% 28k 93.26
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.2 $2.5M -9% 101k 24.81
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Flex Ord (FLEX) 0.2 $2.5M 91k 27.64
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Walt Disney Company (DIS) 0.2 $2.4M +3% 27k 89.28
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Thermo Fisher Scientific (TMO) 0.2 $2.4M -3% 4.6k 522.05
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Everest Re Group (RE) 0.2 $2.3M -7% 6.7k 341.86
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Vanguard World Mega Grwth Ind (MGK) 0.2 $2.3M +133% 9.6k 235.32
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Mccormick & Co Com Non Vtg (MKC) 0.2 $2.2M 26k 87.23
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Ishares Msci Pac Jp Etf (EPP) 0.2 $2.2M +58% 53k 42.24
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Pfizer (PFE) 0.2 $2.2M -6% 60k 36.68
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Wal-Mart Stores (WMT) 0.2 $2.2M -8% 14k 157.17
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Ishares Tr Core Div Grwth (DGRO) 0.2 $2.1M -2% 42k 51.53
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Wells Fargo & Company (WFC) 0.1 $2.1M 50k 42.68
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Ishares Tr Esg Msci Leadr (SUSL) 0.1 $2.1M +294% 27k 77.42
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $2.0M +3% 28k 74.17
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Vanguard World Fds Industrial Etf (VIS) 0.1 $2.0M 9.7k 206.23
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S&p Global (SPGI) 0.1 $2.0M 4.9k 400.89
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $2.0M +215% 20k 96.60
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Adobe Systems Incorporated (ADBE) 0.1 $2.0M +8% 4.0k 488.99
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Enterprise Products Partners (EPD) 0.1 $2.0M 74k 26.35
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $1.9M 31k 63.12
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Ishares Tr Global Tech Etf (IXN) 0.1 $1.9M 31k 62.19
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.9M -25% 13k 144.25
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Globalstar (GSAT) 0.1 $1.8M +15% 1.7M 1.08
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Waste Management (WM) 0.1 $1.8M +41% 11k 173.42
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International Money Express (IMXI) 0.1 $1.8M 74k 24.53
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.8M +384% 32k 57.73
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Starbucks Corporation (SBUX) 0.1 $1.8M -59% 18k 99.06
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Vanguard World Fds Financials Etf (VFH) 0.1 $1.8M -9% 22k 81.68
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Cue Biopharma (CUE) 0.1 $1.7M 479k 3.65
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.7M +115% 55k 31.63
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.7M +17% 16k 108.87
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $1.7M 66k 25.45
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Quantumscape Corp Com Cl A (QS) 0.1 $1.7M 211k 7.99
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Ishares Tr Msci Usa Value (VLUE) 0.1 $1.7M -20% 18k 93.79
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Callaway Golf Company (MODG) 0.1 $1.7M 83k 19.85
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Newmark Group Cl A (NMRK) 0.1 $1.6M +13% 265k 6.22
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Ishares Emng Mkts Eqt (EMGF) 0.1 $1.6M +7% 39k 41.57
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International Business Machines (IBM) 0.1 $1.6M -5% 12k 133.81
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Ishares Tr Eafe Value Etf (EFV) 0.1 $1.6M +6% 33k 48.94
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Cisco Systems (CSCO) 0.1 $1.6M -6% 31k 51.74
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Ecolab (ECL) 0.1 $1.6M -28% 8.5k 187.25
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Ishares Tr Broad Usd High (USHY) 0.1 $1.6M +13% 45k 35.30
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Anthem (ELV) 0.1 $1.6M NEW 3.5k 444.29
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.6M 3.00 517810.00
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Ross Stores (ROST) 0.1 $1.5M 14k 112.13
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Wp Carey (WPC) 0.1 $1.5M -15% 22k 68.65
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $1.5M 21k 69.72
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Abbott Laboratories (ABT) 0.1 $1.5M -2% 14k 109.02
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Goldman Sachs Etf Tr Access Us Agrat (GCOR) 0.1 $1.5M NEW 36k 41.57
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salesforce (CRM) 0.1 $1.5M -18% 6.9k 211.26
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.1 $1.4M +3% 59k 23.53
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Ishares Msci Cda Etf (EWC) 0.1 $1.4M 39k 34.99
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Adaptive Biotechnologies Cor (ADPT) 0.1 $1.3M 200k 6.71
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $1.3M -2% 28k 47.07
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Ishares Tr Europe Etf (IEV) 0.1 $1.3M 26k 50.54
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Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $1.3M 16k 81.87
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Intel Corporation (INTC) 0.1 $1.3M -5% 38k 33.44
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.3M -48% 2.9k 442.86
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Nextera Energy (NEE) 0.1 $1.2M 17k 74.20
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Eli Lilly & Co. (LLY) 0.1 $1.2M -11% 2.6k 468.98
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Emerson Electric (EMR) 0.1 $1.2M -12% 13k 90.39
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Bristol Myers Squibb (BMY) 0.1 $1.2M -11% 19k 63.95
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Cambium Networks Corp SHS (CMBM) 0.1 $1.2M +18% 78k 15.22
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Proshares Tr Pshs Ultsh 20yrs (TBT) 0.1 $1.2M -3% 40k 29.40
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R1 RCM (RCM) 0.1 $1.2M 63k 18.45
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.1M +37% 21k 55.33
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Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $1.1M 53k 21.83
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Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $1.1M -11% 58k 19.64
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Grand Canyon Education (LOPE) 0.1 $1.1M 11k 103.21
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Lowe's Companies (LOW) 0.1 $1.1M -14% 4.8k 225.72
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Daseke (DSKE) 0.1 $1.1M +17% 149k 7.13
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Medtronic SHS (MDT) 0.1 $1.0M -18% 12k 88.83
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Meta Platforms Cl A (META) 0.1 $1.0M -3% 3.6k 286.98
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Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) 0.1 $1.0M 41k 25.29
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Amgen (AMGN) 0.1 $1.0M -3% 4.6k 222.02
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Polaris Industries (PII) 0.1 $1.0M 8.5k 120.93
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Lam Research Corporation (LRCX) 0.1 $1.0M -3% 1.6k 644.62
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.0M -48% 13k 78.35
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $1.0M -19% 18k 56.46
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Textainer Group Holdings SHS (TGH) 0.1 $1.0M -8% 26k 39.38
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Teradyne (TER) 0.1 $997k -12% 9.0k 111.33
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $982k -39% 1.9k 507.26
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Wisdomtree Tr Hedged Hi Yld Bd (HYZD) 0.1 $975k +5% 46k 21.02
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Kraft Heinz (KHC) 0.1 $956k 27k 35.50
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $942k -31% 23k 40.68
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Newmont Mining Corporation (NEM) 0.1 $932k +26% 22k 42.66
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Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $927k 7.1k 130.64
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TJX Companies (TJX) 0.1 $922k +4% 11k 84.79
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Broadcom (AVGO) 0.1 $906k +60% 1.0k 867.70
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $904k -6% 5.9k 153.14
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Nike CL B (NKE) 0.1 $900k -9% 8.1k 110.71
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $898k -8% 8.1k 110.77
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $889k -3% 24k 37.69
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Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $872k 14k 62.32
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United Parcel Service CL B (UPS) 0.1 $872k -8% 4.9k 179.23
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $866k -14% 10k 84.48
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Immunocore Hldgs Ads (IMCR) 0.1 $851k -10% 14k 59.96
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Us Bancorp Del Com New (USB) 0.1 $851k -7% 25k 33.52
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $841k +30% 13k 65.44
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Honeywell International (HON) 0.1 $831k -10% 4.0k 207.52
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $827k +20% 16k 50.32
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CSX Corporation (CSX) 0.1 $818k +7% 24k 34.10
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American Express Company (AXP) 0.1 $814k -18% 4.7k 174.22
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Kraneshares Tr Msci China Clean (KGRN) 0.1 $788k -7% 28k 27.83
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Global X Fds Fintech Etf (FINX) 0.1 $776k -6% 35k 22.12
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $770k +4% 7.4k 104.04
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Citigroup Com New (C) 0.1 $767k +13% 17k 46.04
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Hudson Technologies (HDSN) 0.1 $755k +5% 79k 9.62
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $750k -48% 7.8k 96.63
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $745k 14k 52.11
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $741k -4% 7.0k 106.59
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Spdr Gold Tr Gold Shs (GLD) 0.1 $735k -9% 4.1k 178.27
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Lockheed Martin Corporation (LMT) 0.1 $728k -4% 1.6k 460.38
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $728k -3% 21k 33.94
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $724k -6% 22k 32.29
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Limoneira Company (LMNR) 0.1 $723k 47k 15.56
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Verisk Analytics (VRSK) 0.1 $713k -25% 3.2k 226.03
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Kkr & Co (KKR) 0.1 $713k 13k 56.00
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $704k -6% 7.2k 97.84
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Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $697k 32k 21.64
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Mastercard Incorporated Cl A (MA) 0.0 $691k 1.8k 393.30
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Diageo Spon Adr New (DEO) 0.0 $683k +70% 3.9k 173.48
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $680k 20k 34.50
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Union Pacific Corporation (UNP) 0.0 $678k +24% 3.3k 204.59
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $678k -80% 6.3k 107.13
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Ishares Tr Select Divid Etf (DVY) 0.0 $674k +3% 5.9k 113.31
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Illumina (ILMN) 0.0 $672k 3.6k 187.49
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Mag Silver Corp (MAG) 0.0 $662k 59k 11.14
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Novagold Res Com New (NG) 0.0 $659k +14% 165k 3.99
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ConocoPhillips (COP) 0.0 $650k 6.2k 104.21
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.0 $646k +8% 28k 23.48
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Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $639k -3% 22k 29.36
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Target Corporation (TGT) 0.0 $638k +19% 4.8k 131.90
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $636k -62% 28k 22.90
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Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $630k 19k 33.51
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Coca-Cola Company (KO) 0.0 $629k -7% 10k 60.71
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Ishares Tr Gov/cred Bd Etf (GBF) 0.0 $628k NEW 6.0k 104.02
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Ishares Tr Esg Aware Msci (ESML) 0.0 $623k NEW 18k 35.52
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Unilever Spon Adr New (UL) 0.0 $617k -4% 12k 52.13
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Affiliated Managers (AMG) 0.0 $615k 4.1k 149.89
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Lululemon Athletica (LULU) 0.0 $615k -3% 1.6k 378.50
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Ishares Tr Core Msci Pac (IPAC) 0.0 $613k -32% 11k 57.43
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Dbx Etf Tr Xtrack Msci Eurp (DBEU) 0.0 $610k 17k 36.24
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Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $598k -2% 13k 45.42
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $590k -6% 1.9k 308.52
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $576k -24% 16k 35.65
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $572k -18% 5.6k 102.95
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Ford Motor Company (F) 0.0 $570k 38k 15.13
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Automatic Data Processing (ADP) 0.0 $563k 2.5k 221.04
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Astrazeneca Sponsored Adr (AZN) 0.0 $560k 7.8k 71.57
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3M Company (MMM) 0.0 $547k 5.5k 100.09
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Marriott Intl Cl A (MAR) 0.0 $545k 3.0k 183.69
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Shopify Cl A (SHOP) 0.0 $538k -5% 8.3k 64.60
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Oracle Corporation (ORCL) 0.0 $523k -14% 4.4k 119.09
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Vanguard World Fds Energy Etf (VDE) 0.0 $521k -66% 4.6k 113.87
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Azek Cl A (AZEK) 0.0 $515k 17k 30.29
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At&t (T) 0.0 $513k -21% 32k 15.95
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $512k 7.1k 72.50
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $511k 17k 30.80
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $510k 1.8k 283.75
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California Bancorp (CALB) 0.0 $506k 34k 15.00
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American Water Works (AWK) 0.0 $505k 3.5k 142.75
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Goldman Sachs (GS) 0.0 $505k -57% 1.6k 322.58
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $500k -3% 4.1k 122.58
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Arista Networks (ANET) 0.0 $497k 3.1k 162.06
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $497k -60% 5.7k 86.54
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Hilton Worldwide Holdings (HLT) 0.0 $481k +2% 3.3k 145.55
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AFLAC Incorporated (AFL) 0.0 $481k -11% 6.9k 69.80
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Verizon Communications (VZ) 0.0 $480k -31% 13k 37.19
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.0 $477k +11% 20k 23.47
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $475k 8.7k 54.44
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $473k -51% 5.7k 83.20
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $469k -45% 9.9k 47.17
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $469k 5.6k 83.25
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Ishares Tr Us Consm Staples (IYK) 0.0 $467k 2.3k 200.29
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Spdr Ser Tr Hlth Cr Equip (XHE) 0.0 $466k -58% 4.7k 98.40
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $462k -3% 15k 30.93
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Deere & Company (DE) 0.0 $462k -2% 1.1k 406.50
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Albemarle Corporation (ALB) 0.0 $456k 2.0k 223.48
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $454k -44% 1.8k 255.79
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Palo Alto Networks (PANW) 0.0 $449k -10% 1.8k 255.51
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Eaton Corp SHS (ETN) 0.0 $446k 2.2k 201.10
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $444k 5.9k 75.00
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Microchip Technology (MCHP) 0.0 $443k -7% 4.9k 89.59
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Illinois Tool Works (ITW) 0.0 $439k 1.7k 251.47
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Peak (PEAK) 0.0 $438k 22k 20.10
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $437k 8.0k 54.80
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $436k -85% 4.6k 95.09
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $433k -3% 18k 24.27
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Air Products & Chemicals (APD) 0.0 $430k 1.4k 301.28
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $426k -11% 13k 33.77
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Global X Fds Global X Copper (COPX) 0.0 $424k +2% 11k 38.15
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Parker-Hannifin Corporation (PH) 0.0 $411k 1.1k 389.95
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $408k 18k 22.80
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Ventas (VTR) 0.0 $408k 8.5k 47.72
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Gartner (IT) 0.0 $406k +2% 1.2k 350.31
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $405k -25% 12k 34.65
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $404k -11% 840.00 480.40
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Ishares Msci Aust Etf (EWA) 0.0 $401k -16% 18k 22.55
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Manhattan Associates (MANH) 0.0 $400k 2.0k 199.88
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Shell Spon Ads (SHEL) 0.0 $400k 6.6k 60.38
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Intuit (INTU) 0.0 $393k -3% 858.00 458.21
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $393k -12% 5.0k 79.03
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $392k NEW 6.4k 61.70
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Lithium Amers Corp Com New (LAC) 0.0 $388k +3% 19k 20.21
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $387k 2.5k 156.39
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $385k -79% 13k 29.63
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $382k 4.9k 77.19
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $373k -5% 26k 14.59
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $368k -6% 6.7k 54.98
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Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.0 $366k +15% 15k 24.38
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Marvell Technology (MRVL) 0.0 $366k +9% 6.1k 59.78
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Novartis Sponsored Adr (NVS) 0.0 $361k 3.6k 100.91
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Phillips 66 (PSX) 0.0 $359k +3% 3.8k 95.38
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Morgan Stanley Com New (MS) 0.0 $356k -14% 4.2k 85.39
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PPG Industries (PPG) 0.0 $352k 2.4k 148.30
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Simon Property (SPG) 0.0 $350k -4% 3.0k 115.49
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Charles Schwab Corporation (SCHW) 0.0 $350k -48% 6.2k 56.68
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Fastenal Company (FAST) 0.0 $349k 5.9k 58.99
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Knight-swift Transn Hldgs In Cl A (KNX) 0.0 $344k 6.2k 55.56
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Advanced Micro Devices (AMD) 0.0 $344k +8% 3.0k 113.91
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General Electric Com New (GE) 0.0 $341k 3.1k 109.85
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Fidelity Covington Trust Msci Energy Idx (FENY) 0.0 $339k 15k 22.16
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Humana (HUM) 0.0 $336k 750.00 448.01
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $334k +8% 14k 23.80
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Ishares Tr Msci Indonia Etf (EIDO) 0.0 $332k 14k 23.05
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt 0.0 $328k NEW 11k 30.12
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Gilead Sciences (GILD) 0.0 $325k -14% 4.2k 77.07
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Southern Company (SO) 0.0 $323k -3% 4.6k 70.25
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Blackstone Group Inc Com Cl A (BX) 0.0 $322k NEW 3.5k 92.97
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Block Cl A (SQ) 0.0 $321k +2% 4.8k 66.57
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $318k -79% 12k 27.31