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Trust

Latest statistics and disclosures from Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are AGG, VUG, VTV, BND, FNDF, and represent 38.82% of Trust's stock portfolio.
Added to shares of these 10 stocks: JGRO (+$10M), AGG (+$8.0M), VOT (+$7.4M), IBTK (+$5.4M), BND, MTUM, VWO, XLK, XLC, XLV.
Started 61 new stock positions in APP, IBTK, ERJ, IBDY, BSX, JGRO, BKR, PHYS, CME, ANF.
Reduced shares in these 10 stocks: VUG (-$6.1M), IWB, VOE, RSP, JMST, VTV, MUB, XLB, JPM, PSA.
Sold out of its positions in C, DIS, IP, NSC, SO, VOD.
Trust was a net buyer of stock by $14M.
Trust has $832M in assets under management (AUM), dropping by 7.37%.
Central Index Key (CIK): 0001632554

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Portfolio Holdings for Trust

Trust holds 394 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)	11.5	$96M	+9%	945k	101.27	View chart
Vanguard Growth Index ETF Growth Etf (VUG)	8.1	$67M	-8%	175k	383.92	View chart
Vanguard Value Index ETF Value Etf (VTV)	7.9	$66M	-3%	376k	174.57	View chart
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)	6.3	$52M	+4%	695k	75.11	View chart
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)	5.1	$42M		1.1M	37.37	View chart
iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)	4.9	$40M		366k	110.63	View chart
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)	4.8	$40M	-10%	239k	167.67	View chart
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)	4.7	$39M		744k	52.81	View chart
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)	4.6	$39M	+23%	159k	243.46	View chart
iShares MSCI Emerging Markets Index ETF Msci Emg Mkt Etf (EEM)	4.4	$37M		802k	45.86	View chart
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)	3.7	$31M	+4%	646k	47.85	View chart
iShares National Muni Bond Index ETF National Mun Etf (MUB)	2.8	$23M	-3%	213k	108.63	View chart
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)	2.4	$20M	+2%	245k	80.30	View chart
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)	1.7	$14M	-24%	45k	314.37	View chart
SPDR Sector Info Tech ETF Technology (XLK)	1.7	$14M	+9%	63k	225.76	View chart
iShares iBonds Dec 2026 Term Treasury ETF Ibonds 26 Trm Ts (IBTG)	1.5	$12M	+2%	539k	23.06	View chart
JP Morgan Active Growth ETF Active Growth (JGRO)	1.2	$10M	NEW	133k	76.88	View chart
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)	1.2	$10M	-21%	198k	50.94	View chart
Vanguard Total Intl Bond Index ETF Total Int Bd Etf (BNDX)	1.2	$9.9M	+4%	196k	50.28	View chart
iShares iBonds Dec 2028 Term Treasury ETF Ibonds 28 Trm Ts (IBTI)	1.2	$9.7M	+4%	430k	22.51	View chart
Vanguard US Total Stock Market ETF Total Stk Mkt (VTI)	0.9	$7.5M	-3%	26k	283.15	View chart
Blackrock High Yield Muni Bond ETF High Yld Muni In (HYMU)	0.8	$7.0M	+2%	301k	23.18	View chart
iShares Core S&P 500 ETF Core S&p500 Etf (IVV)	0.8	$7.0M		12k	576.84	View chart
SPDR Sector Financial ETF Financial (XLF)	0.8	$6.4M	+11%	141k	45.32	View chart
SPDR Sector Health Care ETF Sbi Healthcare (XLV)	0.7	$5.4M	+16%	35k	154.02	View chart
iShares iBonds Dec 2030 Term Treasury ETF Ibond Dec 2030 (IBTK)	0.7	$5.4M	NEW	270k	20.04	View chart
SPDR Sector Consumer Discretion Sec ETF Sbi Cons Discr (XLY)	0.6	$5.2M	-2%	26k	200.36	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	0.6	$4.7M	-3%	10k	460.26	View chart
SPDR Sector Industrials ETF Indl (XLI)	0.6	$4.6M	+6%	34k	135.44	View chart
SPDR Sector Communication Srvc ETF Communication (XLC)	0.5	$4.3M	+22%	48k	90.40	View chart
Apple (AAPL)	0.5	$4.1M	-4%	18k	233.00	View chart
Invesco QQQTrust Unit Ser 1 (QQQ)	0.4	$3.6M	+15%	7.4k	487.91	View chart
Vanguard High Dividend Yield ETF High Div Yld (VYM)	0.4	$3.5M		28k	128.19	View chart
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)	0.4	$3.5M	+6%	41k	84.53	View chart
SPDR Sector Consumer Staples Sector ETF Sbi Cons Stpls (XLP)	0.4	$3.0M	+18%	36k	83.00	View chart
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)	0.3	$2.9M	+23%	16k	179.26	View chart
Invesco S&P 500 Equal Weight ETF S&p500 Eql Wgt (RSP)	0.3	$2.6M	-57%	14k	179.14	View chart
Microsoft Corporation (MSFT)	0.3	$2.5M	-3%	5.9k	430.30	View chart
Invesco Ultra Short Duration ETF Ultra Shrt Dur (GSY)	0.3	$2.4M	+10%	48k	50.18	View chart
Vanguard Intermediate-Term Treasury Index Fund ETF Inter Term Treas (VGIT)	0.3	$2.3M	+27%	38k	60.42	View chart
Janus Henderson Short Duration Income ETF Hendrsn Shrt Etf (VNLA)	0.3	$2.2M	+19%	45k	49.04	View chart
Jack Henry & Associates (JKHY)	0.3	$2.1M		12k	176.54	View chart
iShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)	0.2	$1.9M	+11639%	9.5k	202.74	View chart
Amazon (AMZN)	0.2	$1.8M		9.9k	186.33	View chart
SPDR Sector Energy ETF Energy (XLE)	0.2	$1.7M	-19%	20k	87.80	View chart
Johnson & Johnson (JNJ)	0.2	$1.6M	-5%	10k	162.06	View chart
iShares MSCI USA ESG Select ETF Msci Usa Esg Slc (SUSA)	0.2	$1.6M	-2%	13k	120.37	View chart
SPDR Sector Utilities ETF Sbi Int-utils (XLU)	0.2	$1.4M	-18%	18k	80.78	View chart
SPDR Sector Basic Materials ETF Sbi Materials (XLB)	0.2	$1.4M	-28%	15k	96.38	View chart
Alphabet Inc - A Cap Stk Cl A (GOOGL)	0.2	$1.4M	-5%	8.6k	165.85	View chart
Visa Inc Class A Com Cl A (V)	0.2	$1.4M	-6%	5.0k	274.95	View chart
SPDR Sector Real Estate ETF Rl Est Sel Sec (XLRE)	0.2	$1.3M	+5%	30k	44.67	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	-29%	5.6k	210.86	View chart
Vanguard Small Cap Growth ETF Sml Cp Grw Etf (VBK)	0.1	$1.2M	+13%	4.4k	267.37	View chart
Vanguard Small-Cap Value ETF Sm Cp Val Etf (VBR)	0.1	$1.1M	-17%	5.4k	200.76	View chart
Nuveen ESG Intl Dev Mkts Eq ETF Nuveen Esg Intl (NUDM)	0.1	$1.1M		32k	33.65	View chart
Pepsi (PEP)	0.1	$1.1M	-4%	6.2k	170.05	View chart
iShares MSCI EAFE Index ETF Msci Eafe Etf (EFA)	0.1	$1.1M		13k	83.63	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	-19%	13k	80.75	View chart
iShares MSCI Intl Quality Factor ETF Msci Intl Qualty (IQLT)	0.1	$997k	+2%	24k	41.49	View chart
iShares ESG Aware MSCI EM ETF Esg Awr Msci Em (ESGE)	0.1	$984k	-2%	27k	36.41	View chart
JP Morgan Equity Premium Income ETF Equity Premium (JEPI)	0.1	$874k	+11%	15k	59.51	View chart
Comcast Corp Class A Cl A (CMCSA)	0.1	$846k	+10%	20k	41.77	View chart
Vanguard Dividend Appreciation Index ETF Div App Etf (VIG)	0.1	$840k		4.2k	198.06	View chart
McDonald's Corporation (MCD)	0.1	$786k	-10%	2.6k	304.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$762k	-20%	1.3k	584.56	View chart
Cisco Systems (CSCO)	0.1	$754k	-11%	14k	53.22	View chart
Vanguard REIT ETF Real Estate Etf (VNQ)	0.1	$746k	-30%	7.7k	97.42	View chart
At&t (T)	0.1	$740k	-19%	34k	22.00	View chart
Verizon Communications (VZ)	0.1	$734k		16k	44.91	View chart
Mastercard Inc Class A Cl A (MA)	0.1	$718k	-12%	1.5k	493.80	View chart
iShares ESG Aware Aggregate Bond ETF Esg Awr Us Agrgt (EAGG)	0.1	$670k		14k	48.59	View chart
iShares Core S&P Small-Cap ETF Core S&p Scp Etf (IJR)	0.1	$634k		5.4k	116.96	View chart
NVIDIA Corporation (NVDA)	0.1	$633k	-29%	5.2k	121.44	View chart
Bristol Myers Squibb (BMY)	0.1	$620k	-16%	12k	51.74	View chart
Oracle Corporation (ORCL)	0.1	$609k	-31%	3.6k	170.40	View chart
Vanguard Large-Cap Index ETF Large Cap Etf (VV)	0.1	$583k		2.2k	263.29	View chart
Coca-Cola Company (KO)	0.1	$561k	-20%	7.8k	71.86	View chart
Kimberly-Clark Corporation (KMB)	0.1	$552k	-12%	3.9k	142.28	View chart
CVS Caremark Corporation (CVS)	0.1	$545k	-5%	8.7k	62.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$541k	-23%	4.5k	121.16	View chart
Abbott Laboratories (ABT)	0.1	$536k	-6%	4.7k	114.01	View chart
Hawkins (HWKN)	0.1	$530k		4.2k	127.47	View chart
Gilead Sciences (GILD)	0.1	$524k	-11%	6.3k	83.84	View chart
SPDR S&P 500 Index ETF Tr Unit (SPY)	0.1	$521k		907.00	574.04	View chart
Alphabet Inc - C Cap Stk Cl C (GOOG)	0.1	$509k		3.0k	167.19	View chart
Starbucks Corporation (SBUX)	0.1	$503k	-16%	5.2k	97.49	View chart
Landmark Ban (LARK)	0.1	$503k		25k	20.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$501k	+35%	4.3k	117.22	View chart
iShares 1-3 Year Treasury Bond ETF 1 3 Yr Treas Bd (SHY)	0.1	$486k		5.8k	83.15	View chart
General Dynamics Corporation (GD)	0.1	$481k	-16%	1.6k	302.20	View chart
Expedia Com New (EXPE)	0.1	$465k	-13%	3.1k	148.02	View chart
UnitedHealth (UNH)	0.1	$464k	-18%	794.00	584.68	View chart
Union Pacific Corporation (UNP)	0.1	$460k		1.9k	246.48	View chart
Allstate Corporation (ALL)	0.1	$446k	-13%	2.4k	189.65	View chart
iShares Russell Mid-Cap Index ETF Rus Mid Cap Etf (IWR)	0.1	$446k	+4%	5.1k	88.15	View chart
Costco Wholesale Corporation (COST)	0.1	$440k	-36%	496.00	886.52	View chart
iShares Core High Dividend ETF Core High Dv Etf (HDV)	0.1	$433k		3.7k	117.62	View chart
iShares Core MSCI EAFE ETF Core Msci Eafe (IEFA)	0.0	$416k		5.3k	78.05	View chart
Eli Lilly & Co. (LLY)	0.0	$396k		447.00	885.94	View chart
Abbvie (ABBV)	0.0	$379k		1.9k	197.48	View chart
Home Depot (HD)	0.0	$376k	-4%	929.00	405.20	View chart
Ark Innovation ETF Innovation Etf (ARKK)	0.0	$376k		7.9k	47.53	View chart
Evergy (EVRG)	0.0	$373k		6.0k	62.01	View chart
Nuveen ESG Mid-Cap ETF Nuveen Esg Midvl (NUMV)	0.0	$366k	+4%	9.9k	36.84	View chart
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)	0.0	$365k		3.6k	100.72	View chart
Nuveen ESG Large Value ETF Nuveen Esg Lrgvl (NULV)	0.0	$345k	-6%	8.3k	41.72	View chart
BlackRock (BLK)	0.0	$340k		358.00	949.51	View chart
Patterson Companies (PDCO)	0.0	$336k		15k	21.84	View chart
Nuveen ESG Large Growth ETF Nuveen Esg Lrgcp (NULG)	0.0	$336k	+5%	4.1k	82.62	View chart
National Health Investors (NHI)	0.0	$334k		4.0k	84.06	View chart
General Mills (GIS)	0.0	$324k	-39%	4.4k	73.85	View chart
Intuitive Surgical Com New (ISRG)	0.0	$305k		621.00	491.27	View chart
Simon Property (SPG)	0.0	$303k	-41%	1.8k	169.02	View chart
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)	0.0	$299k		1.6k	189.85	View chart
Nuveen ESG Mid-Cap Growth ETF Nuveen Esg Midcp (NUMG)	0.0	$293k	+8%	6.5k	44.82	View chart
iShares Russell 1000 Growth Index ETF Rus 1000 Grw Etf (IWF)	0.0	$265k		707.00	375.19	View chart
iShares ESG Aware MSCI Small-Cap ETF Esg Aware Msci (ESML)	0.0	$265k		6.3k	41.82	View chart
Nuveen ESG Small-Cap ETF Nuveen Esg Smlcp (NUSC)	0.0	$265k		6.2k	42.84	View chart
Baxter International (BAX)	0.0	$263k	NEW	6.9k	37.97	View chart
Merck & Co (MRK)	0.0	$258k	-2%	2.3k	113.56	View chart
Ishares Inc Core MSCI Emerging Mkts ETF Core Msci Emkt (IEMG)	0.0	$251k		4.4k	57.41	View chart
iShares S&P Short-Term Natl Muni ETF Shrt Nat Mun Etf (SUB)	0.0	$247k	-15%	2.3k	106.18	View chart
SPDR S&P MidCap 400 Index ETF Utser1 S&pdcrp (MDY)	0.0	$234k		411.00	569.66	View chart
Vanguard Mid-Cap ETF Mid Cap Etf (VO)	0.0	$229k	+2%	868.00	263.83	View chart
Chubb (CB)	0.0	$227k		788.00	288.39	View chart
Honeywell International (HON)	0.0	$208k		1.0k	206.71	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$207k		737.00	281.37	View chart
Service Corporation International (SCI)	0.0	$205k	-27%	2.6k	78.93	View chart
FedEx Corporation (FDX)	0.0	$202k	-54%	738.00	273.68	View chart
iShares iBonds Dec 2027 Term Treasury ETF Ibonds 27 Trm Ts (IBTH)	0.0	$198k	+3778%	8.8k	22.63	View chart
United Parcel Service CL B (UPS)	0.0	$196k	+19%	1.4k	136.34	View chart
iShares MSCI Developed Mkt ETF Core Msci Intl (IDEV)	0.0	$194k		2.7k	70.84	View chart
Public Storage (PSA)	0.0	$191k	-71%	524.00	363.87	View chart
Xcel Energy (XEL)	0.0	$188k		2.9k	65.30	View chart
Cme (CME)	0.0	$186k	NEW	844.00	220.65	View chart
Nextera Energy (NEE)	0.0	$183k	-4%	2.2k	84.53	View chart
ConocoPhillips (COP)	0.0	$176k	+156%	1.7k	105.28	View chart
Prudential Financial (PRU)	0.0	$170k		1.4k	121.10	View chart
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)	0.0	$169k		320.00	527.67	View chart
Meta Platforms Cl A (META)	0.0	$165k		289.00	572.44	View chart
Caterpillar (CAT)	0.0	$164k	+7%	419.00	391.12	View chart
Goldman Sachs (GS)	0.0	$159k		322.00	495.11	View chart
iShares MSCI ACWI ex U.S. ETF Msci Acwi Ex Us (ACWX)	0.0	$146k	+2082%	2.6k	57.23	View chart
iShares iBonds Dec 2029 Term Treasury ETF Ibonds 29 Trm Ts (IBTJ)	0.0	$143k	NEW	6.4k	22.12	View chart
SPDR Dow Jones Industrial Avg ETF Ut Ser 1 (DIA)	0.0	$143k		337.00	423.12	View chart
iShares iBonds Dec 2031 Term Treasury ETF Ibonds Dec 2031 (IBTL)	0.0	$142k	NEW	6.8k	20.87	View chart
iShares Core S&P Mid-Cap ETF Core S&p Mcp Etf (IJH)	0.0	$137k		2.2k	62.32	View chart
Toronto Dominion Bank Com New (TD)	0.0	$134k	-7%	2.1k	63.26	View chart
Oge Energy Corp (OGE)	0.0	$123k		3.0k	41.02	View chart
iShares Russell Midcap Growth Index ETF Rus Md Cp Gr Etf (IWP)	0.0	$119k		1.0k	117.29	View chart
Wells Fargo & Company (WFC)	0.0	$118k		2.1k	56.49	View chart
iShares Russell 2000 Index ETF Russell 2000 Etf (IWM)	0.0	$117k		528.00	220.89	View chart
Kellogg Company (K)	0.0	$117k	-2%	1.4k	80.71	View chart
Procter & Gamble Company (PG)	0.0	$112k		649.00	173.20	View chart
iShares MSCI EAFE Small-Cap ETF Eafe Sml Cp Etf (SCZ)	0.0	$112k		1.7k	67.70	View chart
Invesco S&P Mid-Cap 400 Pure Growth ETF S&P MDCP400 PR (RFG)	0.0	$112k		2.3k	49.17	View chart
Automatic Data Processing (ADP)	0.0	$110k		399.00	276.73	View chart
ConAgra Foods (CAG)	0.0	$106k		3.2k	32.52	View chart
GE Aerospace Com New (GE)	0.0	$103k	-9%	544.00	188.58	View chart
iShares iBonds 12-2031 ETF Ibonds Dec 2031 (IBDW)	0.0	$102k	+98%	4.8k	21.22	View chart
iShares iBonds 12-2030 ETF Ibonds Dec 2030 (IBDV)	0.0	$102k	+98%	4.6k	22.17	View chart
Deere & Company (DE)	0.0	$100k		240.00	417.33	View chart
Pfizer (PFE)	0.0	$100k	-9%	3.4k	28.94	View chart
Oneok (OKE)	0.0	$98k	+4%	1.1k	91.13	View chart
International Business Machines (IBM)	0.0	$95k		431.00	221.08	View chart
iShares Russell Mid Cap Value Index ETF Rus Mdcp Val Etf (IWS)	0.0	$95k		717.00	132.25	View chart
Commerce Bancshares (CBSH)	0.0	$90k		1.5k	59.40	View chart
Intel Corporation (INTC)	0.0	$89k	-4%	3.8k	23.46	View chart
iShares iBonds 12-2026 ETF Ibonds Dec2026 (IBDR)	0.0	$89k	+16%	3.7k	24.30	View chart
iShares iBonds 12-2025 ETF Ibonds Dec25 Etf (IBDQ)	0.0	$89k	+16%	3.5k	25.10	View chart
Bank of America Corporation (BAC)	0.0	$85k		2.1k	39.68	View chart
iShares ESG Aware MSCI EAFE ETF Esg Aw Msci Eafe (ESGD)	0.0	$83k	+2%	984.00	84.14	View chart
American Tower Reit (AMT)	0.0	$82k	-20%	352.00	232.56	View chart
Medtronic SHS (MDT)	0.0	$82k		907.00	90.03	View chart
Vanguard Russell 1000 Growth ETF Vng Rus1000grw (VONG)	0.0	$77k		800.00	96.52	View chart
Realty Income (O)	0.0	$76k		1.2k	63.42	View chart
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV)	0.0	$76k	-4%	745.00	101.63	View chart
Lamb Weston Hldgs (LW)	0.0	$74k		1.1k	64.74	View chart
3M Company (MMM)	0.0	$73k	-37%	536.00	136.70	View chart
Target Corporation (TGT)	0.0	$73k		465.00	155.86	View chart
Tesla Motors (TSLA)	0.0	$72k		275.00	261.63	View chart
St. Joe Company (JOE)	0.0	$70k		1.2k	58.31	View chart
Motley Fool Mid-Cap Growth ETF Motley Fool Mid (TMFM)	0.0	$70k		2.4k	29.15	View chart
Vanguard Small-Cap ETF Small Cp Etf (VB)	0.0	$70k	+6%	293.00	237.21	View chart
Archer Daniels Midland Company (ADM)	0.0	$69k		1.2k	59.74	View chart
Illinois Tool Works (ITW)	0.0	$68k		261.00	262.07	View chart
Chevron Corporation (CVX)	0.0	$68k	-45%	463.00	147.27	View chart
iShares Global Green Bond ETF Usd Grn Bond Etf (BGRN)	0.0	$68k		1.4k	48.35	View chart
Vanguard Short-Term TIPS ETF Strm Infproidx (VTIP)	0.0	$66k		1.3k	49.32	View chart
Entergy Corporation (ETR)	0.0	$57k		435.00	131.61	View chart
Wec Energy Group (WEC)	0.0	$57k	+73%	588.00	96.18	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$55k		1.2k	44.46	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$53k		597.00	88.59	View chart
Truist Financial Corp equities (TFC)	0.0	$53k		1.2k	42.77	View chart
iShares iBonds 12-2029 ETF Ibonds Dec 29 (IBDU)	0.0	$51k		2.2k	23.51	View chart
iShares iBonds 12-2028 ETF Ibds Dec28 Etf (IBDT)	0.0	$51k		2.0k	25.53	View chart
iShares iBonds 12-2027 ETF Ibonds 27 Etf (IBDS)	0.0	$51k		2.1k	24.37	View chart
iShares iBonds 12-2032 ETF Ibonds Dec 2032 (IBDX)	0.0	$51k	NEW	2.0k	25.71	View chart
iShares iBonds 12-2033 ETF Ibonds Dec 2033 (IBDY)	0.0	$51k	NEW	1.9k	26.40	View chart
FactSet Research Systems (FDS)	0.0	$50k		108.00	459.85	View chart
Hp (HPQ)	0.0	$50k		1.4k	35.87	View chart
Clorox Company (CLX)	0.0	$49k		300.00	162.91	View chart
Fs Kkr Capital Corp (FSK)	0.0	$49k		2.5k	19.73	View chart
Raymond James Financial (RJF)	0.0	$46k		379.00	122.46	View chart
Campbell Soup Company (CPB)	0.0	$45k		922.00	48.92	View chart
AFLAC Incorporated (AFL)	0.0	$45k		400.00	111.80	View chart
Cintas Corporation (CTAS)	0.0	$44k	+300%	212.00	205.88	View chart
Corning Incorporated (GLW)	0.0	$44k		966.00	45.15	View chart
Williams Companies (WMB)	0.0	$44k		952.00	45.65	View chart
WD-40 Company (WDFC)	0.0	$43k	NEW	168.00	257.88	View chart
Adobe Systems Incorporated (ADBE)	0.0	$43k	-17%	82.00	517.78	View chart
Dover Corporation (DOV)	0.0	$40k		210.00	191.74	View chart
W.R. Berkley Corporation (WRB)	0.0	$37k	+50%	657.00	56.73	View chart
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)	0.0	$37k		356.00	104.18	View chart
Huntington Ingalls Inds (HII)	0.0	$37k	NEW	140.00	264.38	View chart
Veeva Systems Cl A Com (VEEV)	0.0	$37k		175.00	209.87	View chart
iShares iBonds 12-2024 ETF Ibonds Dec24 Etf (IBDP)	0.0	$37k	+53%	1.5k	25.21	View chart
Phillips 66 (PSX)	0.0	$36k	-77%	276.00	131.45	View chart
FT Cboe Vest Buffered Allocation Defensive ETF Vest Buffered (BUFT)	0.0	$35k		1.6k	22.11	View chart
Grayscale Bitcoin UIT Shs Rep Com Ut (GBTC)	0.0	$35k		689.00	50.50	View chart
Ge Vernova (GEV)	0.0	$34k	-10%	135.00	254.98	View chart
Harley-Davidson (HOG)	0.0	$34k		878.00	38.53	View chart
iShares Russell 2000 Growth Index ETF Rus 2000 Grw Etf (IWO)	0.0	$34k		119.00	284.00	View chart
Travelers Companies (TRV)	0.0	$34k		144.00	234.12	View chart
Cbiz (CBZ)	0.0	$34k		500.00	67.29	View chart
FS Global Credit Opportunities Fund Common Stock (FSCO)	0.0	$32k		5.1k	6.35	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$32k		210.00	153.13	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$32k		2.0k	16.05	View chart
Philip Morris International (PM)	0.0	$32k		264.00	121.40	View chart
Biogen Idec (BIIB)	0.0	$32k		163.00	193.84	View chart
Thermo Fisher Scientific (TMO)	0.0	$31k		50.00	618.58	View chart
Capital Group Growth ETF Shs Creation Uni (CGGR)	0.0	$31k		885.00	34.79	View chart
Capital Group Dividend Value ETF Shs Creation Uni (CGDV)	0.0	$30k		824.00	36.44	View chart
Dow (DOW)	0.0	$30k		546.00	54.63	View chart
iShares Select Dividend ETF Select Divid Etf (DVY)	0.0	$30k		220.00	135.07	View chart
Tetra Tech (TTEK)	0.0	$30k	+400%	625.00	47.16	View chart
Olin Corp Com Par $1 (OLN)	0.0	$29k		602.00	47.98	View chart
Capital Group Core Equity ETF Shs Creation Uni (CGUS)	0.0	$29k		840.00	34.28	View chart
Total SA Sponsored Ads (TTE)	0.0	$29k		442.00	64.62	View chart
Dupont De Nemours (DD)	0.0	$28k		312.00	89.11	View chart
Zoetis Cl A (ZTS)	0.0	$27k		140.00	195.38	View chart
Invesco S&P 500 High Div Low Vol ETF S&p500 Hdl Vol (SPHD)	0.0	$27k		530.00	50.57	View chart
Air Products & Chemicals (APD)	0.0	$27k	-6%	90.00	297.74	View chart
Unilever Spon Adr New (UL)	0.0	$26k		400.00	64.96	View chart
L3harris Technologies (LHX)	0.0	$26k		109.00	237.87	View chart
Corteva (CTVA)	0.0	$25k		427.00	58.79	View chart
Gsl Plc Ii Sponsored Adr (GSK)	0.0	$25k		612.00	40.88	View chart
AmerisourceBergen (COR)	0.0	$25k	-9%	110.00	225.08	View chart
iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU)	0.0	$25k		195.00	125.92	View chart
iShares S&P 100 Index ETF S&p 100 Etf (OEF)	0.0	$24k		87.00	276.76	View chart
Novartis AG- Sponsored Adr (NVS)	0.0	$23k		200.00	115.02	View chart
Shell Spon Ads (SHEL)	0.0	$23k		344.00	65.95	View chart
iShares MSCI Emerging Markets ex China ETF Msci Emrg Chn (EMXC)	0.0	$23k	NEW	370.00	61.11	View chart
Sprott Physical Gold Trust CEF Unit (PHYS)	0.0	$22k	NEW	1.1k	20.38	View chart
Eastman Chemical Company (EMN)	0.0	$22k	-8%	198.00	111.95	View chart
Colgate-Palmolive Company (CL)	0.0	$22k		207.00	103.81	View chart
Analog Devices (ADI)	0.0	$21k		92.00	230.17	View chart
American Electric Power Company (AEP)	0.0	$21k		200.00	102.60	View chart
CSX Corporation (CSX)	0.0	$20k		588.00	34.53	View chart
SPDR S&P Bank ETF S&p Bk Etf (KBE)	0.0	$19k		356.00	52.89	View chart
Best Buy (BBY)	0.0	$19k		180.00	103.30	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$18k	-13%	39.00	465.08	View chart
iShares Barclays 7-10 Yr Treas Bond ETF 7-10 Yr Trsy Bd (IEF)	0.0	$18k		180.00	98.12	View chart
Broadcom (AVGO)	0.0	$17k	+900%	100.00	172.50	View chart
Waste Management (WM)	0.0	$17k		81.00	207.60	View chart
Halliburton Company (HAL)	0.0	$16k	-7%	566.00	29.05	View chart
salesforce (CRM)	0.0	$16k		60.00	273.72	View chart
iShares Gold Trust ETF Ishares New (IAU)	0.0	$16k	NEW	326.00	49.70	View chart
Ford Motor Company (F)	0.0	$16k		1.5k	10.56	View chart
Occidental Petroleum Corporation (OXY)	0.0	$16k		308.00	51.54	View chart
AGCO Corporation (AGCO)	0.0	$16k		161.00	97.86	View chart
BHP Billiton Sponsored Ads (BHP)	0.0	$16k		249.00	62.11	View chart
Innovator US Equity Power Buffer ETF - Sept Us Eqty Pwr Buf (PSEP)	0.0	$15k		382.00	38.53	View chart
iShares Financial Services ETF U.s. Fin Svc Etf (IYG)	0.0	$15k		207.00	71.02	View chart
Nike Inc Cl B CL B (NKE)	0.0	$15k		165.00	88.40	View chart
One Gas (OGS)	0.0	$15k		196.00	74.42	View chart
US Bancorp Com New (USB)	0.0	$14k		315.00	45.73	View chart
Cincinnati Financial Corporation (CINF)	0.0	$14k	-47%	105.00	136.12	View chart
Sprott Physical Gold & Silver Trust CEF Tr Unit (CEF)	0.0	$13k	NEW	545.00	24.49	View chart
Emerson Electric (EMR)	0.0	$13k	-18%	120.00	109.37	View chart
Hormel Foods Corporation (HRL)	0.0	$13k		413.00	31.70	View chart
Plains All American Pipeline Unit Ltd Partn (PAA)	0.0	$13k		750.00	17.37	View chart
Woodward Governor Company (WWD)	0.0	$13k		75.00	171.51	View chart
Schlumberger Com Stk (SLB)	0.0	$13k	-9%	300.00	41.95	View chart
Dick's Sporting Goods (DKS)	0.0	$13k		60.00	208.70	View chart
Middleby Corporation (MIDD)	0.0	$13k		90.00	139.13	View chart
ASML Hldg ADR NVNY N Y Registry Shs (ASML)	0.0	$13k		15.00	833.27	View chart
Arista Networks (ANET)	0.0	$12k	NEW	32.00	383.81	View chart
Micron Technology (MU)	0.0	$12k		115.00	103.71	View chart
Amgen (AMGN)	0.0	$11k		35.00	322.20	View chart
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB)	0.0	$11k		219.00	51.12	View chart
Shake Shack Cl A (SHAK)	0.0	$10k		100.00	103.21	View chart
Strive US Energy ETF Strive Us Energy (DRLL)	0.0	$10k		355.00	28.09	View chart
Southwest Airlines (LUV)	0.0	$8.9k		300.00	29.63	View chart
iShares S&P MidCap 400 Growth ETF S&p Mc 400gr Etf (IJK)	0.0	$8.8k		96.00	91.93	View chart
Alexander & Baldwin (ALEX)	0.0	$8.8k		458.00	19.20	View chart
Dominion Resources (D)	0.0	$8.7k		150.00	57.79	View chart
Enbridge (ENB)	0.0	$8.0k		197.00	40.61	View chart
Fidelity National Information Services (FIS)	0.0	$7.5k	-83%	89.00	83.75	View chart
Carnival Corp New F Unit 99/99/9999 (CCL)	0.0	$7.4k		400.00	18.48	View chart
iShares MSCI EAFE Value ETF Eafe Value Etf (EFV)	0.0	$7.4k	NEW	128.00	57.53	View chart
Bank of New York Mellon Corporation (BK)	0.0	$7.3k	-70%	102.00	71.86	View chart
iShares Biotechnology ETF Ishares Biotech (IBB)	0.0	$7.3k		50.00	145.60	View chart
MicroStrategy Cl A New (MSTR)	0.0	$6.7k	NEW	40.00	168.60	View chart
Global X Robotics & Artificial Intelligence ETF Rbtcs Artfl Inte (BOTZ)	0.0	$6.6k	NEW	206.00	32.15	View chart
iShares Russell 3000 ETF Russell 3000 Etf (IWV)	0.0	$6.1k		19.00	323.42	View chart
ROBO Global Artificial Intelligence ETF Robo Glb Artif (THNQ)	0.0	$6.0k		129.00	46.26	View chart
Pioneer Municipal High Income Advantage (MAV)	0.0	$5.6k		632.00	8.84	View chart
First Trust Nasdaq Cybersecurity ETF Nasdaq Cyb Etf (CIBR)	0.0	$5.4k		92.00	59.23	View chart
Lowe's Companies (LOW)	0.0	$5.4k	-69%	20.00	270.85	View chart
WK Kellogg Com Shs (KLG)	0.0	$5.4k		314.00	17.11	View chart
Spotify Technology SHS (SPOT)	0.0	$5.2k	NEW	14.00	368.50	View chart
Birkenstock Holding Com Shs (BIRK)	0.0	$4.9k		100.00	49.29	View chart
Becton, Dickinson and (BDX)	0.0	$4.8k		20.00	241.10	View chart
Boston Scientific Corporation (BSX)	0.0	$4.8k	NEW	57.00	83.81	View chart
GE Healthcare Technologies Common Stock (GEHC)	0.0	$4.6k		49.00	93.86	View chart
Elf Beauty (ELF)	0.0	$4.6k	NEW	42.00	109.02	View chart
Occidental Petroleum Corp Eqy Warrant Exp 8/3/27 *w Exp 08/03/202 (OXY.WS)	0.0	$4.6k		154.00	29.72	View chart
ROBO Global ETF Robo Glb Etf (ROBO)	0.0	$4.5k		80.00	56.73	View chart
Cheniere Energy Com New (LNG)	0.0	$4.5k	NEW	25.00	179.84	View chart
TransDigm Group Incorporated (TDG)	0.0	$4.3k	NEW	3.00	1427.00	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$4.1k		495.00	8.25	View chart
Alcon Ag CORP COMMON Ord Shs (ALC)	0.0	$4.0k		40.00	100.08	View chart
iShares MSCI India ETF Msci India Etf (INDA)	0.0	$3.9k	NEW	67.00	58.54	View chart
Nuveen Select Tax-Free Income Portfolio CEF Sh Ben Int (NXP)	0.0	$3.9k		255.00	15.11	View chart
Embraer SA Spons Sponsored Ads (ERJ)	0.0	$3.8k	NEW	107.00	35.37	View chart
ROBO Global Healthcare Technology & Innovation ETF Robo Gbl Hltcr (HTEC)	0.0	$3.7k		126.00	29.75	View chart
Wingstop (WING)	0.0	$3.7k	NEW	9.00	416.11	View chart
Arch Capital Group Ord (ACGL)	0.0	$3.6k	NEW	32.00	111.88	View chart
Solventum Corporation Com Shs (SOLV)	0.0	$3.6k	-50%	51.00	69.73	View chart
Progressive Corporation (PGR)	0.0	$3.6k	NEW	14.00	253.79	View chart
CACI International Cl A (CACI)	0.0	$3.5k	NEW	7.00	504.57	View chart
Abercrombie & Fitch Cl A (ANF)	0.0	$3.5k	NEW	25.00	139.92	View chart
Palantir Technologies Cl A (PLTR)	0.0	$3.5k	NEW	93.00	37.20	View chart
Tradeweb Markets Cl A (TW)	0.0	$3.3k	NEW	27.00	123.67	View chart
iShares MSCI EAFE Growth ETF Eafe Grwth Etf (EFG)	0.0	$3.3k	NEW	31.00	107.65	View chart
Jefferies Finl Group (JEF)	0.0	$3.3k	NEW	54.00	61.56	View chart
Blackrock Muniyield Quality Fund (MQY)	0.0	$3.3k		250.00	13.11	View chart
Spirit Aerosystems Holdings INC Hldgs A Com Cl A (SPR)	0.0	$3.3k		100.00	32.51	View chart
Uber Technologies (UBER)	0.0	$3.2k	NEW	43.00	75.16	View chart
Sap Se Spon Adr (SAP)	0.0	$3.2k	NEW	14.00	229.07	View chart
Tenet Healthcare Corp Com New (THC)	0.0	$3.2k	NEW	19.00	166.21	View chart
Shopify Cl A (SHOP)	0.0	$3.1k	NEW	39.00	80.13	View chart
Howmet Aerospace (HWM)	0.0	$3.1k	NEW	31.00	100.26	View chart
Kirby Corporation (KEX)	0.0	$3.1k	NEW	25.00	122.44	View chart
Roku Inc Cl A Corp Com Cl A (ROKU)	0.0	$3.0k		40.00	74.65	View chart
Burlington Stores (BURL)	0.0	$2.9k	NEW	11.00	263.45	View chart
Deckers Outdoor Corporation (DECK)	0.0	$2.9k	NEW	18.00	159.44	View chart
Boise Cascade (BCC)	0.0	$2.8k		20.00	141.00	View chart
Nuveen ESG Emerging Markets Equity ETF Nuveen Esg Emrgn (NUEM)	0.0	$2.5k		81.00	31.02	View chart
Paypal Holdings (PYPL)	0.0	$2.5k		32.00	78.03	View chart
AppLovin Corp Com Cl A (APP)	0.0	$2.5k	NEW	19.00	130.53	View chart
Cummins (CMI)	0.0	$2.3k	-66%	7.00	323.86	View chart
Post Holdings Inc Common (POST)	0.0	$2.2k		19.00	115.74	View chart
NioCorp Developments Com New (NB)	0.0	$2.2k		1.0k	2.18	View chart
Netflix (NFLX)	0.0	$2.1k	NEW	3.00	709.33	View chart
MercadoLibre (MELI)	0.0	$2.1k	NEW	1.00	2052.00	View chart
Packaging Corporation of America (PKG)	0.0	$1.9k		9.00	215.44	View chart
iShares JPMorgan USD EM Bond ETF Jpmorgan Usd Emg (EMB)	0.0	$1.9k	-20%	20.00	94.90	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$1.9k	NEW	13.00	143.00	View chart
Coinbase Global Com Cl A (COIN)	0.0	$1.8k		10.00	178.20	View chart
SharkNinja Com Shs (SN)	0.0	$1.7k	NEW	16.00	108.69	View chart
Samsara Com Cl A (IOT)	0.0	$1.7k	NEW	36.00	48.11	View chart
Tyson Foods Cl A Cl A (TSN)	0.0	$1.7k	-39%	28.00	59.57	View chart
Eaton Corporation SHS (ETN)	0.0	$1.7k	NEW	5.00	331.40	View chart
Axon Enterprise (AXON)	0.0	$1.6k	NEW	4.00	399.50	View chart
KLA Corporation Com New (KLAC)	0.0	$1.5k	NEW	2.00	774.50	View chart
Woodside Energy Group Sponsored Adr (WDS)	0.0	$1.5k		89.00	17.24	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$1.5k	NEW	104.00	14.70	View chart
Knight-Swift Transportation Holdings Cl A (KNX)	0.0	$1.5k	NEW	28.00	53.96	View chart
Cinemark Holdings (CNK)	0.0	$1.5k	NEW	53.00	27.85	View chart
CyberArk Software SHS (CYBR)	0.0	$1.5k	NEW	5.00	291.60	View chart
Baker Hughes Company Cl A (BKR)	0.0	$1.4k	NEW	39.00	36.15	View chart
MakeMyTrip SHS (MMYT)	0.0	$1.4k	NEW	15.00	92.93	View chart
Carvana Cl A (CVNA)	0.0	$1.4k	NEW	8.00	174.12	View chart
JPMorgan Ultra-Short Income ETF Ultra Shrt Etf (JPST)	0.0	$1.3k		25.00	51.36	View chart
Sarepta Therapeutics (SRPT)	0.0	$1.2k	NEW	10.00	124.90	View chart
Penn National Gaming (PENN)	0.0	$1.1k		58.00	18.86	View chart
Discover Financial Services (DFS)	0.0	$981.999900	-98%	7.00	140.29	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$729.001000		65.00	11.22	View chart
Electronic Arts (EA)	0.0	$717.000000		5.00	143.40	View chart
SPDR MSCI USA Gender Diversity ETF Spdr Msci Usa Ge (SHE)	0.0	$690.000000		6.00	115.00	View chart
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)	0.0	$651.000000		6.00	108.50	View chart
Altaba	0.0	$564.000000	NEW	200.00	2.82