Accredited Investors

Accredited Investors as of June 30, 2026

Portfolio Holdings for Accredited Investors

Accredited Investors holds 299 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Intl Smcp Vlu (AVDV) 12.0 $277M 2.7M 103.05
Sezzle (SEZL) 6.0 $139M 807k 171.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.0 $138M 1.6M 83.75
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.6 $129M 4.4M 28.96
Vanguard Index Fds Value Etf (VTV) 5.5 $127M 584k 217.93
Ishares Tr Russell 2000 Etf (IWM) 4.7 $110M 366k 300.45
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $108M 1.4M 77.11
Ishares Tr Core S&p500 Etf (IVV) 4.5 $104M 138k 748.89
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $100M 675k 148.31
United Parcel Svcs CL B (UPS) 3.6 $84M 784k 107.50
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.0 $70M 93.00 748850.00
Apple (AAPL) 2.5 $58M 202k 289.36
Ishares Tr Msci Eafe Etf (EFA) 2.5 $57M 547k 103.88
Amazon (AMZN) 2.4 $56M 236k 238.34
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $51M 1.0M 50.23
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $45M 364k 124.17
Spdr Series Trust St Str P500val (SPYV) 1.8 $43M 702k 60.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.5 $35M 225k 156.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $26M 51k 500.39
C H Robinson Worldwide In Com New (CHRW) 1.1 $25M 133k 188.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $25M 170k 146.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $23M 329k 71.25
Roblox Corp Cl A (RBLX) 0.9 $21M 377k 54.38
Ishares Tr Eafe Value Etf (EFV) 0.8 $18M 232k 76.55
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $17M 23k 746.77
Ishares Tr Esg Aware Msci (ESML) 0.7 $17M 302k 55.93
Microsoft Corporation (MSFT) 0.7 $15M 41k 373.02
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $14M 286k 47.41
NVIDIA Corporation (NVDA) 0.6 $13M 64k 200.09
Alphabet Cap Stk Cl C (GOOG) 0.6 $13M 36k 353.33
Automatic Data Processing (ADP) 0.5 $12M 52k 223.95
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $10M 267k 38.06
Old National Ban (ONB) 0.4 $9.5M 367k 25.90
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.4 $9.0M 162k 55.77
Vanguard World Mega Grwth Ind (MGK) 0.4 $8.8M 100k 87.91
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $8.7M 108k 80.57
Ishares Tr Esg Eafe Etf (DMXF) 0.4 $8.6M 102k 84.60
Ishares Tr Esg Optimized (SUSA) 0.3 $8.1M 52k 154.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $7.5M 20k 370.04
Vanguard Index Fds Small Cp Etf (VB) 0.3 $7.5M 25k 303.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $7.1M 43k 164.60
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $6.5M 63k 102.81
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.1M 17k 357.38
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $5.9M 66k 88.54
JPMorgan Chase & Co. (JPM) 0.2 $5.7M 18k 327.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $5.4M 7.9k 686.83
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $4.9M 71k 69.45
UnitedHealth (UNH) 0.2 $4.9M 12k 415.63
3M Company (MMM) 0.2 $4.8M 30k 161.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $4.6M 6.2k 736.40
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $4.1M 163k 24.99
General Mills (GIS) 0.2 $3.8M 109k 34.80
Eli Lilly & Co. (LLY) 0.2 $3.8M 3.2k 1199.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $3.6M 42k 85.49
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.6M 15k 242.43
Meta Platforms Cl A (META) 0.2 $3.5M 6.3k 563.26
Us Bancorp Com New (USB) 0.2 $3.5M 58k 60.40
Ishares Tr Esg Msci Kld Etf (DSI) 0.1 $3.4M 24k 142.39
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $3.2M 32k 98.98
Labcorp Holdings Com Shs (LH) 0.1 $3.0M 11k 280.00
Visa Com Cl A (V) 0.1 $2.9M 8.3k 343.09
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.8M 6.9k 409.50
Tactile Systems Technology, In (TCMD) 0.1 $2.8M 95k 29.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.8M 17k 164.27
Travelers Companies (TRV) 0.1 $2.7M 8.3k 330.12
Celcuity (CELC) 0.1 $2.7M 26k 104.62
Costco Wholesale Corporation (COST) 0.1 $2.5M 2.7k 935.45
Tesla Motors (TSLA) 0.1 $2.5M 6.0k 420.63
Exxon Mobil Corporation (XOM) 0.1 $2.5M 18k 136.72
Abbvie (ABBV) 0.1 $2.2M 8.9k 251.64
Quanta Services (PWR) 0.1 $2.2M 3.1k 720.04
Ishares Tr Esg Advan Etf (EUSB) 0.1 $2.2M 51k 43.45
Ge Aerospace Com New (GE) 0.1 $2.1M 5.6k 373.73
Caterpillar (CAT) 0.1 $2.1M 1.9k 1065.05
Johnson & Johnson (JNJ) 0.1 $2.0M 8.0k 253.97
Home Depot (HD) 0.1 $2.0M 5.7k 352.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.0M 59k 33.84
Broadcom (AVGO) 0.1 $2.0M 5.2k 377.76
Applied Materials (AMAT) 0.1 $1.8M 2.6k 722.86
Spdr Index Shs Fds St Intl Cap Etf (GWX) 0.1 $1.8M 42k 43.76
Micron Technology (MU) 0.1 $1.8M 1.6k 1154.29
Xcel Energy (XEL) 0.1 $1.8M 22k 80.30
Gra (GGG) 0.1 $1.8M 24k 75.61
Oracle Corporation (ORCL) 0.1 $1.8M 12k 146.55
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $1.8M 2.5k 703.42
Bank of America Corporation (BAC) 0.1 $1.7M 31k 56.98
Wal-Mart Stores (WMT) 0.1 $1.6M 14k 113.26
Merck & Co (MRK) 0.1 $1.6M 13k 128.50
American Express Company (AXP) 0.1 $1.6M 4.7k 338.27
Ge Vernova (GEV) 0.1 $1.6M 1.3k 1175.07
Cisco Systems (CSCO) 0.1 $1.5M 13k 117.46
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.5M 3.1k 477.57
Lam Research Corp Com New (LRCX) 0.1 $1.5M 3.4k 433.35
Cadence Design Systems (CDNS) 0.1 $1.5M 3.9k 375.32
Procter & Gamble Company (PG) 0.1 $1.5M 10k 146.64
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.5M 16k 89.20
Palo Alto Networks (PANW) 0.1 $1.4M 4.1k 341.02
Fastenal Company (FAST) 0.1 $1.4M 29k 48.03
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M 5.3k 252.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.3M 9.7k 137.53
Aon Shs Cl A (AON) 0.1 $1.3M 3.9k 331.69
Abbott Laboratories (ABT) 0.1 $1.3M 14k 90.74
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 5.3k 236.62
Ishares Tr Select Divid Etf (DVY) 0.1 $1.2M 7.7k 156.30
Amphenol Corp Cl A (APH) 0.1 $1.2M 6.8k 176.32
Analog Devices (ADI) 0.1 $1.2M 2.9k 397.17
Tennant Company (TNC) 0.0 $1.2M 13k 87.54
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $1.1M 25k 46.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $1.1M 5.1k 219.41
Pepsi (PEP) 0.0 $1.1M 8.0k 135.39
Coca-Cola Company (KO) 0.0 $1.1M 13k 81.27
Wells Fargo & Company (WFC) 0.0 $1.1M 13k 82.64
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $1.0M 8.7k 118.99
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.0M 2.8k 365.87
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.0M 2.6k 393.96
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.0M 12k 86.14
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $1.0M 5.4k 190.52
McDonald's Corporation (MCD) 0.0 $1.0M 3.7k 270.29
Marvell Technology (MRVL) 0.0 $989k 3.3k 297.90
Target Corporation (TGT) 0.0 $945k 7.2k 130.62
Corning Incorporated (GLW) 0.0 $929k 3.6k 255.43
UMB Financial Corporation (UMBF) 0.0 $919k 6.4k 142.76
Chevron Corporation (CVX) 0.0 $891k 5.4k 165.75
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $887k 11k 82.62
Philip Morris International (PM) 0.0 $877k 4.8k 180.91
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $873k 9.6k 91.21
Ecolab (ECL) 0.0 $855k 3.1k 278.59
Western Digital (WDC) 0.0 $838k 1.3k 638.75
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $836k 7.3k 114.18
Intel Corporation (INTC) 0.0 $832k 6.0k 139.63
Goldman Sachs (GS) 0.0 $826k 817.00 1011.41
Ishares Tr Msci Usa Value (VLUE) 0.0 $819k 4.1k 199.83
Caci Intl Cl A (CACI) 0.0 $796k 1.7k 463.26
Amgen (AMGN) 0.0 $769k 2.1k 362.15
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $763k 6.4k 119.34
Walt Disney Company (DIS) 0.0 $761k 7.9k 96.25
Pimco Dynamic Income SHS (PDI) 0.0 $760k 46k 16.70
International Business Machines (IBM) 0.0 $755k 2.7k 281.21
Capital One Financial (COF) 0.0 $754k 3.8k 200.62
Spdr Series Trust St Str Sp Div (SDY) 0.0 $746k 4.9k 152.18
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $730k 6.7k 109.11
Ishares Tr National Mun Etf (MUB) 0.0 $708k 6.6k 107.62
Advanced Micro Devices (AMD) 0.0 $705k 1.2k 581.00
Ishares Gold Tr Ishares New (IAU) 0.0 $696k 9.2k 75.51
Mastercard Incorporated Cl A (MA) 0.0 $695k 1.4k 513.71
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $692k 1.1k 640.54
Kayne Anderson Bdc Com Shs (KBDC) 0.0 $689k 51k 13.53
Nucor Corporation (NUE) 0.0 $681k 3.1k 222.73
Delta Air Lines Com New (DAL) 0.0 $676k 7.2k 93.66
Charles Schwab Corporation (SCHW) 0.0 $672k 7.3k 92.27
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $663k 26k 25.82
Solventum Corp Com Shs (SOLV) 0.0 $661k 8.6k 77.15
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $655k 5.1k 128.08
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $653k 8.2k 79.97
Spdr Series Trust St Str P500etf (SPYM) 0.0 $642k 7.3k 87.88
Accenture Plc Ireland Shs Class A (ACN) 0.0 $640k 5.1k 124.44
Netflix (NFLX) 0.0 $633k 8.9k 71.40
Ishares Tr Core Msci Eafe (IEFA) 0.0 $623k 6.5k 96.58
Altria (MO) 0.0 $618k 8.6k 71.95
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $609k 12k 52.76
Mueller Industries (MLI) 0.0 $608k 4.9k 122.93
Medtronic SHS (MDT) 0.0 $608k 7.8k 78.23
Crowdstrike Hldgs Cl A (CRWD) 0.0 $598k 783.00 763.14
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $582k 21k 27.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $579k 2.4k 242.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $577k 18k 31.71
Union Pacific Corporation (UNP) 0.0 $551k 2.0k 272.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $550k 4.4k 124.76
Hyatt Hotels Corp Com Cl A (H) 0.0 $548k 2.8k 193.84
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $546k 2.6k 206.18
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $545k 9.6k 56.48
Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $542k 7.2k 74.85
Howmet Aerospace (HWM) 0.0 $536k 2.0k 268.86
Marathon Petroleum Corp (MPC) 0.0 $532k 2.1k 255.67
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.0 $531k 6.5k 81.94
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $529k 9.6k 55.01
Raytheon Technologies Corp (RTX) 0.0 $525k 2.8k 189.73
Thermo Fisher Scientific (TMO) 0.0 $508k 1.0k 501.36
Eaton Corp SHS (ETN) 0.0 $503k 1.2k 426.27
Broadridge Financial Solutions (BR) 0.0 $493k 3.6k 136.96
Morgan Stanley Com New (MS) 0.0 $486k 2.3k 209.02
Modine Manufacturing (MOD) 0.0 $481k 1.8k 267.02
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $475k 4.6k 103.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $472k 16k 29.43
Ishares Tr Ishares Biotech (IBB) 0.0 $461k 2.4k 190.19
Colgate-Palmolive Company (CL) 0.0 $457k 5.0k 91.68
Bristol Myers Squibb (BMY) 0.0 $456k 7.9k 57.62
SPS Commerce (SPSC) 0.0 $452k 7.9k 57.17
Waters Corporation (WAT) 0.0 $449k 1.2k 375.06
Allstate Corporation (ALL) 0.0 $445k 1.9k 237.94
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.0 $440k 3.1k 143.39
Nvent Elec SHS (NVT) 0.0 $438k 2.6k 169.61
Chubb (CB) 0.0 $432k 1.3k 340.74
Ishares Tr Core Msci Total (IXUS) 0.0 $429k 4.5k 95.44
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $426k 1.7k 246.21
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $423k 4.5k 92.99
Emerson Electric (EMR) 0.0 $420k 2.9k 143.15
Intuitive Surgical Com New (ISRG) 0.0 $402k 1.0k 397.68
Otter Tail Corporation (OTTR) 0.0 $399k 4.4k 89.98
Ishares Msci Sth Kor Etf (EWY) 0.0 $396k 2.0k 201.94
TransDigm Group Incorporated (TDG) 0.0 $392k 294.00 1332.04
Bio-techne Corporation (TECH) 0.0 $390k 5.5k 70.66
Ares Capital Corporation (ARCC) 0.0 $389k 21k 18.53
Donaldson Company (DCI) 0.0 $389k 4.3k 89.77
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $386k 7.2k 53.61
Expedia Group Com New (EXPE) 0.0 $383k 1.5k 255.88
Fidus Invt (FDUS) 0.0 $382k 20k 19.07
Rockwell Automation (ROK) 0.0 $375k 757.00 495.36
eBay (EBAY) 0.0 $374k 3.3k 111.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $369k 5.3k 69.90
Anthem (ELV) 0.0 $369k 953.00 386.73
Dutch Bros Cl A (BROS) 0.0 $366k 5.1k 71.81
Hercules Technology Growth Capital (HTGC) 0.0 $363k 23k 15.77
Blackstone Secd Lending Common Stock (BXSL) 0.0 $356k 15k 23.71
FedEx Corporation (FDX) 0.0 $352k 1.1k 313.14
Oneok (OKE) 0.0 $350k 4.0k 86.94
Annaly Capital Management In Com New (NLY) 0.0 $347k 16k 22.36
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $346k 3.6k 96.49
Cintas Corporation (CTAS) 0.0 $344k 2.0k 170.08
Honeywell Aerospace (HONA) 0.0 $342k 1.5k 221.02
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $338k 987.00 342.83
Cleveland-cliffs (CLF) 0.0 $337k 36k 9.39
Boeing Company (BA) 0.0 $334k 1.5k 216.54
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.0 $331k 25k 13.22
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $328k 628.00 522.39
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $328k 500.00 655.89
TJX Companies (TJX) 0.0 $328k 2.2k 151.50
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $326k 3.3k 98.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $325k 2.1k 158.03
Motorola Solutions Com New (MSI) 0.0 $321k 772.00 415.27
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $316k 8.8k 36.06
Klarna Group SHS (KLAR) 0.0 $313k 16k 20.24
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $311k 2.6k 117.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $310k 5.2k 59.69
Booking Holdings (BKNG) 0.0 $309k 1.7k 178.25
Principal Financial (PFG) 0.0 $309k 2.9k 107.78
Norfolk Southern (NSC) 0.0 $308k 978.00 314.62
Comfort Systems USA (FIX) 0.0 $307k 155.00 1981.94
Spdr Gold Tr Gold Shs (GLD) 0.0 $302k 819.00 368.38
CenterPoint Energy (CNP) 0.0 $302k 6.8k 44.04
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $301k 982.00 306.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $301k 2.0k 147.72
Pfizer (PFE) 0.0 $300k 13k 24.08
Dell Technologies CL C (DELL) 0.0 $300k 696.00 431.46
Vertiv Holdings Com Cl A (VRT) 0.0 $300k 896.00 334.83
Targa Res Corp (TRGP) 0.0 $300k 1.1k 268.14
Vici Pptys (VICI) 0.0 $295k 11k 26.55
Houlihan Lokey Cl A (HLI) 0.0 $295k 2.2k 134.13
Carpenter Technology Corporation (CRS) 0.0 $289k 469.00 616.84
Alliant Energy Corporation (LNT) 0.0 $285k 3.7k 76.29
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $284k 5.1k 56.16
Solaredge Technologies (SEDG) 0.0 $283k 4.8k 58.44
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $282k 2.3k 121.42
Bny Mellon Etf Trust Us Smlcp Core (BKSE) 0.0 $275k 2.0k 134.45
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.0 $273k 4.6k 58.64
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $271k 7.5k 36.13
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.0 $269k 4.2k 63.85
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $269k 8.6k 31.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $269k 5.3k 50.58
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $265k 2.8k 95.98
Ishares Silver Tr Ishares (SLV) 0.0 $254k 4.8k 53.47
Advanced Drain Sys Inc Del (WMS) 0.0 $252k 1.6k 156.96
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $248k 6.0k 41.43
Dex (DXCM) 0.0 $247k 3.7k 67.35
Tapestry (TPR) 0.0 $247k 1.7k 146.38
At&t (T) 0.0 $246k 12k 20.70
Fair Isaac Corporation (FICO) 0.0 $246k 206.00 1194.78
Southern Company (SO) 0.0 $246k 2.6k 95.71
Ameriprise Financial (AMP) 0.0 $242k 528.00 458.76
Arm Holdings Sponsored Ads (ARM) 0.0 $241k 679.00 354.57
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $240k 5.9k 40.68
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $240k 4.5k 53.11
Rio Tinto Sponsored Adr (RIO) 0.0 $240k 2.5k 94.93
Hormel Foods Corporation (HRL) 0.0 $240k 9.6k 24.82
Expeditors International of Washington (EXPD) 0.0 $233k 1.4k 162.98
Deere & Company (DE) 0.0 $233k 367.00 633.75
Digital Realty Trust (DLR) 0.0 $229k 1.3k 179.58
Lockheed Martin Corporation (LMT) 0.0 $228k 447.00 509.66
Vanguard Index Fds Large Cap Etf (VV) 0.0 $227k 659.00 343.82
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $226k 4.7k 48.12
Cameco Corporation (CCJ) 0.0 $221k 2.2k 101.86
ConocoPhillips (COP) 0.0 $221k 2.1k 103.97
Zoetis Cl A (ZTS) 0.0 $219k 3.1k 71.87
Cardinal Health (CAH) 0.0 $218k 918.00 237.56
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $214k 1.7k 127.81
Iqvia Holdings (IQV) 0.0 $214k 1.1k 193.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $212k 998.00 212.80
Viking Holdings Ord Shs (VIK) 0.0 $209k 2.0k 104.67
Pulte (PHM) 0.0 $206k 1.5k 137.21
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $206k 1.3k 158.66
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $206k 2.2k 95.62
Kimberly-Clark Corporation (KMB) 0.0 $205k 1.9k 109.79
Nextera Energy (NEE) 0.0 $202k 2.3k 87.77
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $201k 1.1k 182.28
Owl Rock Capital Corporation (OBDC) 0.0 $182k 17k 10.87
Edap Tms S A Sponsored Adr (FOCL) 0.0 $111k 21k 5.18
Fractyl Health (GUTS) 0.0 $79k 100k 0.79
Granite Pt Mtg Tr Com Stk (GPMT) 0.0 $24k 16k 1.50
Humacyte (HUMA) 0.0 $12k 16k 0.78