BSW Wealth Partners as of Dec. 31, 2024
Portfolio Holdings for BSW Wealth Partners
BSW Wealth Partners holds 308 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.3 | $105M | 177k | 588.68 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 5.6 | $38M | 759k | 50.13 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 5.3 | $36M | 591k | 61.37 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 4.9 | $34M | 347k | 96.93 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $28M | 47k | 586.08 | |
| Apple (AAPL) | 4.0 | $28M | 110k | 250.42 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.6 | $25M | 429k | 58.00 | |
| Ishares Tr Core Msci Intl (IDEV) | 2.8 | $19M | 291k | 64.47 | |
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $13M | 190k | 70.28 | |
| Ishares Core Msci Emkt (IEMG) | 1.8 | $12M | 234k | 52.22 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $12M | 196k | 58.79 | |
| NVIDIA Corporation (NVDA) | 1.5 | $10M | 77k | 134.29 | |
| Ishares Tr Grwt Allocat Etf (AOR) | 1.4 | $9.3M | 162k | 57.32 | |
| Vanguard World Mega Cap Val Etf (MGV) | 1.3 | $8.7M | 70k | 124.91 | |
| Microsoft Corporation (MSFT) | 1.3 | $8.6M | 20k | 421.51 | |
| American Centy Etf Tr Emerging Mkt Val (AVES) | 1.2 | $8.4M | 181k | 46.20 | |
| Amazon (AMZN) | 1.1 | $7.2M | 33k | 219.39 | |
| Ishares Gold Tr Ishares New (IAU) | 1.0 | $7.1M | 144k | 49.51 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $6.8M | 65k | 104.89 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.0 | $6.8M | 70k | 96.53 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $6.5M | 23k | 289.82 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $6.5M | 12k | 538.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $5.8M | 26k | 220.96 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $5.8M | 76k | 76.14 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $5.6M | 117k | 47.82 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.8 | $5.4M | 137k | 39.37 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $5.3M | 70k | 75.61 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $4.9M | 78k | 62.31 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.7 | $4.8M | 25k | 193.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.7M | 25k | 190.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.5M | 24k | 189.30 | |
| Procter & Gamble Company (PG) | 0.7 | $4.5M | 27k | 167.65 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.7 | $4.5M | 106k | 41.88 | |
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.6 | $4.3M | 95k | 45.30 | |
| Ishares Tr National Mun Etf (MUB) | 0.6 | $3.9M | 37k | 106.55 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $3.6M | 31k | 117.50 | |
| Broadcom (AVGO) | 0.5 | $3.5M | 15k | 231.85 | |
| Eli Lilly & Co. (LLY) | 0.4 | $2.8M | 3.6k | 771.98 | |
| Meta Platforms Cl A (META) | 0.4 | $2.8M | 4.8k | 585.55 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $2.7M | 11k | 239.71 | |
| Walker & Dunlop (WD) | 0.4 | $2.7M | 28k | 97.21 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $2.6M | 58k | 44.04 | |
| Pepsi (PEP) | 0.3 | $2.3M | 15k | 152.06 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.3M | 56k | 41.82 | |
| Linde SHS (LIN) | 0.3 | $2.3M | 5.5k | 418.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.2M | 4.8k | 453.28 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.1M | 115k | 18.50 | |
| Abbvie (ABBV) | 0.3 | $2.0M | 12k | 177.70 | |
| Visa Com Cl A (V) | 0.3 | $2.0M | 6.3k | 316.03 | |
| Coca-Cola Company (KO) | 0.3 | $1.9M | 30k | 62.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.8M | 3.6k | 511.25 | |
| Home Depot (HD) | 0.3 | $1.8M | 4.6k | 389.11 | |
| Merck & Co (MRK) | 0.3 | $1.8M | 18k | 99.48 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.8M | 9.0k | 197.49 | |
| Oracle Corporation (ORCL) | 0.3 | $1.8M | 11k | 166.64 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.8M | 77k | 22.70 | |
| Walt Disney Company (DIS) | 0.2 | $1.7M | 15k | 111.35 | |
| Travelers Companies (TRV) | 0.2 | $1.6M | 6.6k | 240.87 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.6M | 13k | 117.49 | |
| Tesla Motors (TSLA) | 0.2 | $1.5M | 3.7k | 403.84 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.5M | 14k | 107.57 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.4M | 4.1k | 351.77 | |
| Dell Technologies CL C (DELL) | 0.2 | $1.4M | 12k | 115.24 | |
| Abbott Laboratories (ABT) | 0.2 | $1.4M | 12k | 113.11 | |
| Pfizer (PFE) | 0.2 | $1.4M | 53k | 26.53 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.4M | 3.5k | 401.56 | |
| Netflix (NFLX) | 0.2 | $1.4M | 1.6k | 891.32 | |
| salesforce (CRM) | 0.2 | $1.3M | 4.0k | 334.29 | |
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | 5.7k | 228.02 | |
| UnitedHealth (UNH) | 0.2 | $1.3M | 2.5k | 505.86 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.4k | 916.74 | |
| Intel Corporation (INTC) | 0.2 | $1.2M | 61k | 20.05 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | 2.3k | 526.66 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.2M | 6.1k | 198.18 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | 4.9k | 240.26 | |
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.2M | 23k | 50.71 | |
| Dover Corporation (DOV) | 0.2 | $1.1M | 6.1k | 187.61 | |
| American Express Company (AXP) | 0.2 | $1.1M | 3.9k | 296.83 | |
| Intuit (INTU) | 0.2 | $1.1M | 1.8k | 628.67 | |
| Automatic Data Processing (ADP) | 0.2 | $1.1M | 3.7k | 292.73 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | 12k | 90.35 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.1M | 6.2k | 172.42 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | 8.8k | 120.80 | |
| Caterpillar (CAT) | 0.2 | $1.0M | 2.8k | 362.83 | |
| Servicenow (NOW) | 0.1 | $1.0M | 944.00 | 1060.12 | |
| International Business Machines (IBM) | 0.1 | $1000k | 4.5k | 219.84 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $997k | 8.6k | 115.55 | |
| Johnson & Johnson (JNJ) | 0.1 | $976k | 6.7k | 144.62 | |
| Booking Holdings (BKNG) | 0.1 | $964k | 194.00 | 4970.28 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $952k | 3.4k | 280.06 | |
| Applied Materials (AMAT) | 0.1 | $907k | 5.6k | 162.65 | |
| W.W. Grainger (GWW) | 0.1 | $877k | 832.00 | 1054.24 | |
| Lumen Technologies (LUMN) | 0.1 | $877k | 165k | 5.31 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $877k | 3.3k | 269.70 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $875k | 26k | 34.13 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $873k | 3.6k | 242.13 | |
| Qualcomm (QCOM) | 0.1 | $870k | 5.7k | 153.61 | |
| At&t (T) | 0.1 | $860k | 38k | 22.77 | |
| Icici Bank Adr (IBN) | 0.1 | $856k | 29k | 29.86 | |
| Danaher Corporation (DHR) | 0.1 | $852k | 3.7k | 229.57 | |
| Goldman Sachs (GS) | 0.1 | $842k | 1.5k | 572.62 | |
| TJX Companies (TJX) | 0.1 | $837k | 6.9k | 120.81 | |
| Morgan Stanley Com New (MS) | 0.1 | $829k | 6.6k | 125.73 | |
| PNC Financial Services (PNC) | 0.1 | $816k | 4.2k | 192.84 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $812k | 1.6k | 521.96 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $807k | 4.4k | 185.13 | |
| Lam Research (LRCX) | 0.1 | $803k | 11k | 72.23 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $800k | 9.3k | 86.02 | |
| Verizon Communications (VZ) | 0.1 | $797k | 20k | 39.99 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $772k | 1.6k | 485.95 | |
| Fiserv (FI) | 0.1 | $768k | 3.7k | 205.42 | |
| Wabtec Corporation (WAB) | 0.1 | $767k | 4.0k | 189.57 | |
| Deere & Company (DE) | 0.1 | $757k | 1.8k | 423.96 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $718k | 5.3k | 134.33 | |
| Chevron Corporation (CVX) | 0.1 | $717k | 5.0k | 144.84 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $717k | 3.7k | 195.84 | |
| Boston Scientific Corporation (BSX) | 0.1 | $707k | 7.9k | 89.32 | |
| S&p Global (SPGI) | 0.1 | $707k | 1.4k | 498.18 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $698k | 7.2k | 97.31 | |
| Metropcs Communications (TMUS) | 0.1 | $697k | 3.2k | 220.74 | |
| Ball Corporation (BALL) | 0.1 | $685k | 12k | 55.13 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $680k | 16k | 42.05 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $669k | 1.3k | 520.03 | |
| Honeywell International (HON) | 0.1 | $658k | 2.9k | 225.85 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $643k | 2.4k | 264.08 | |
| Enterprise Products Partners (EPD) | 0.1 | $643k | 21k | 31.36 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $637k | 1.1k | 569.58 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $634k | 179k | 3.54 | |
| Broadstone Net Lease (BNL) | 0.1 | $634k | 40k | 15.86 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $619k | 6.4k | 96.90 | |
| Amgen (AMGN) | 0.1 | $618k | 2.4k | 260.70 | |
| Ishares Tr International Sl (ISCF) | 0.1 | $618k | 19k | 32.28 | |
| Uber Technologies (UBER) | 0.1 | $611k | 10k | 60.32 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $607k | 12k | 49.46 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $598k | 864.00 | 692.49 | |
| Reliance Steel & Aluminum (RS) | 0.1 | $596k | 2.2k | 269.21 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $580k | 9.6k | 60.30 | |
| Allstate Corporation (ALL) | 0.1 | $572k | 3.0k | 192.77 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $569k | 4.9k | 115.22 | |
| Bancolombia S A Spon Adr Pref | 0.1 | $565k | 18k | 31.51 | |
| Chubb (CB) | 0.1 | $565k | 2.0k | 276.30 | |
| Arista Networks (ANET) | 0.1 | $562k | 5.1k | 110.54 | |
| Citigroup Com New (C) | 0.1 | $559k | 7.9k | 70.39 | |
| Gilead Sciences (GILD) | 0.1 | $559k | 6.0k | 92.37 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $542k | 2.9k | 189.98 | |
| Bristol Myers Squibb (BMY) | 0.1 | $540k | 9.5k | 56.56 | |
| Philip Morris International (PM) | 0.1 | $538k | 4.5k | 120.34 | |
| Lowe's Companies (LOW) | 0.1 | $535k | 2.2k | 246.85 | |
| Relx Sponsored Adr (RELX) | 0.1 | $535k | 12k | 45.42 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $531k | 1.2k | 444.68 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $528k | 6.9k | 76.83 | |
| Microvision Inc Del Com New (MVIS) | 0.1 | $524k | 400k | 1.31 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $523k | 8.2k | 63.86 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $522k | 4.1k | 127.59 | |
| Moody's Corporation (MCO) | 0.1 | $521k | 1.1k | 473.33 | |
| Cme (CME) | 0.1 | $517k | 2.2k | 232.30 | |
| Stryker Corporation (SYK) | 0.1 | $515k | 1.4k | 360.04 | |
| SYSCO Corporation (SYY) | 0.1 | $515k | 6.7k | 76.46 | |
| American Intl Group Com New (AIG) | 0.1 | $514k | 7.1k | 72.80 | |
| Progressive Corporation (PGR) | 0.1 | $508k | 2.1k | 239.58 | |
| General Electric Com New (GE) | 0.1 | $507k | 3.0k | 166.79 | |
| Autodesk (ADSK) | 0.1 | $505k | 1.7k | 295.57 | |
| Chromadex Corp Com New (NAGE) | 0.1 | $498k | 94k | 5.30 | |
| Digitalocean Hldgs (DOCN) | 0.1 | $496k | 15k | 34.07 | |
| Colgate-Palmolive Company (CL) | 0.1 | $493k | 5.4k | 90.92 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $490k | 3.8k | 128.62 | |
| Paccar (PCAR) | 0.1 | $485k | 4.7k | 104.02 | |
| Nextera Energy (NEE) | 0.1 | $483k | 6.7k | 71.69 | |
| Truist Financial Corp equities (TFC) | 0.1 | $479k | 11k | 43.38 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $474k | 6.4k | 74.01 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $470k | 23k | 20.14 | |
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $468k | 47k | 10.07 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $460k | 21k | 21.92 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $454k | 2.6k | 175.26 | |
| Illinois Tool Works (ITW) | 0.1 | $454k | 1.8k | 253.57 | |
| Sterling Construction Company (STRL) | 0.1 | $453k | 2.7k | 168.45 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $453k | 1.4k | 322.16 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $452k | 3.4k | 132.12 | |
| Unilever Spon Adr New (UL) | 0.1 | $452k | 8.0k | 56.70 | |
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $446k | 77k | 5.79 | |
| Equinix (EQIX) | 0.1 | $446k | 473.00 | 942.60 | |
| Synopsys (SNPS) | 0.1 | $420k | 865.00 | 485.36 | |
| Cbre Group Cl A (CBRE) | 0.1 | $420k | 3.2k | 131.29 | |
| McDonald's Corporation (MCD) | 0.1 | $419k | 1.4k | 289.84 | |
| Honda Motor Amern Shs (HMC) | 0.1 | $418k | 15k | 28.55 | |
| Copart (CPRT) | 0.1 | $418k | 7.3k | 57.39 | |
| American Tower Reit (AMT) | 0.1 | $410k | 2.2k | 183.44 | |
| Cisco Systems (CSCO) | 0.1 | $407k | 6.9k | 59.20 | |
| United Rentals (URI) | 0.1 | $396k | 562.00 | 704.44 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $393k | 3.4k | 115.72 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $388k | 4.2k | 92.60 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $387k | 17k | 23.18 | |
| Vulcan Materials Company (VMC) | 0.1 | $383k | 1.5k | 257.30 | |
| Carrier Global Corporation (CARR) | 0.1 | $382k | 5.6k | 68.26 | |
| Motorola Solutions Com New (MSI) | 0.1 | $375k | 811.00 | 462.23 | |
| RPM International (RPM) | 0.1 | $374k | 3.0k | 123.05 | |
| General Mills (GIS) | 0.1 | $371k | 5.8k | 63.77 | |
| Broadridge Financial Solutions (BR) | 0.1 | $370k | 1.6k | 226.15 | |
| Cadence Design Systems (CDNS) | 0.1 | $369k | 1.2k | 300.46 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $368k | 1.6k | 232.54 | |
| Sherwin-Williams Company (SHW) | 0.1 | $366k | 1.1k | 339.84 | |
| Quanta Services (PWR) | 0.1 | $366k | 1.2k | 316.05 | |
| Welltower Inc Com reit (WELL) | 0.1 | $365k | 2.9k | 126.03 | |
| Micron Technology (MU) | 0.1 | $362k | 4.3k | 84.15 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $360k | 845.00 | 425.50 | |
| Ptc (PTC) | 0.1 | $359k | 2.0k | 183.87 | |
| Us Bancorp Del Com New (USB) | 0.1 | $354k | 7.4k | 47.83 | |
| Hca Holdings (HCA) | 0.1 | $350k | 1.2k | 300.15 | |
| Constellation Brands Cl A (STZ) | 0.1 | $346k | 1.6k | 221.03 | |
| MercadoLibre (MELI) | 0.1 | $344k | 202.00 | 1700.39 | |
| Cintas Corporation (CTAS) | 0.1 | $342k | 1.9k | 182.67 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $340k | 4.4k | 76.91 | |
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $338k | 2.8k | 121.31 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $338k | 13k | 26.63 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $335k | 6.5k | 51.51 | |
| Kt Corp Sponsored Adr (KT) | 0.0 | $334k | 22k | 15.52 | |
| BP Sponsored Adr (BP) | 0.0 | $333k | 11k | 29.56 | |
| Medtronic SHS (MDT) | 0.0 | $331k | 4.1k | 79.88 | |
| Oneok (OKE) | 0.0 | $328k | 3.3k | 100.40 | |
| Intercontinental Exchange (ICE) | 0.0 | $327k | 2.2k | 149.01 | |
| Core Scientific (CORZ) | 0.0 | $325k | 23k | 14.05 | |
| Gartner (IT) | 0.0 | $320k | 660.00 | 484.47 | |
| Xylem (XYL) | 0.0 | $319k | 2.7k | 116.03 | |
| Prologis (PLD) | 0.0 | $316k | 3.0k | 105.71 | |
| Sap Se Spon Adr (SAP) | 0.0 | $311k | 1.3k | 246.21 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $308k | 4.4k | 70.00 | |
| Pentair SHS (PNR) | 0.0 | $307k | 3.1k | 100.64 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $302k | 14k | 21.16 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $301k | 12k | 25.86 | |
| Dupont De Nemours (DD) | 0.0 | $299k | 3.9k | 76.25 | |
| F.N.B. Corporation (FNB) | 0.0 | $298k | 20k | 14.78 | |
| Cigna Corp (CI) | 0.0 | $298k | 1.1k | 276.30 | |
| Verisk Analytics (VRSK) | 0.0 | $297k | 1.1k | 275.52 | |
| Rockwell Automation (ROK) | 0.0 | $294k | 1.0k | 285.72 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $292k | 3.3k | 88.79 | |
| Palo Alto Networks (PANW) | 0.0 | $292k | 1.6k | 181.96 | |
| Iron Mountain (IRM) | 0.0 | $286k | 2.7k | 105.11 | |
| Prudential Financial (PRU) | 0.0 | $286k | 2.4k | 118.53 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $285k | 8.5k | 33.39 | |
| Becton, Dickinson and (BDX) | 0.0 | $279k | 1.2k | 226.79 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $279k | 29k | 9.72 | |
| Paychex (PAYX) | 0.0 | $274k | 2.0k | 140.23 | |
| Analog Devices (ADI) | 0.0 | $274k | 1.3k | 212.46 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $273k | 666.00 | 410.44 | |
| ConAgra Foods (CAG) | 0.0 | $273k | 9.8k | 27.75 | |
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $273k | 19k | 14.49 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $269k | 4.2k | 64.05 | |
| Shopify Cl A (SHOP) | 0.0 | $269k | 2.5k | 106.31 | |
| Altria (MO) | 0.0 | $269k | 5.1k | 52.29 | |
| Woori Finl Group Sponsored Ads (WF) | 0.0 | $268k | 8.6k | 31.25 | |
| Coupang Cl A (CPNG) | 0.0 | $267k | 12k | 21.98 | |
| Kellogg Company (K) | 0.0 | $265k | 3.3k | 80.97 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $265k | 9.6k | 27.57 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $264k | 424.00 | 621.80 | |
| Loews Corporation (L) | 0.0 | $262k | 3.1k | 84.69 | |
| Anthem (ELV) | 0.0 | $262k | 709.00 | 368.94 | |
| Trane Technologies SHS (TT) | 0.0 | $259k | 702.00 | 369.39 | |
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.0 | $258k | 6.9k | 37.65 | |
| Ge Vernova (GEV) | 0.0 | $258k | 784.00 | 328.93 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $257k | 5.4k | 47.86 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $253k | 1.4k | 186.70 | |
| Simon Property (SPG) | 0.0 | $253k | 1.5k | 172.23 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $251k | 2.3k | 109.20 | |
| Bank of America Corporation (BAC) | 0.0 | $251k | 5.7k | 43.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $249k | 4.2k | 59.73 | |
| Digital Realty Trust (DLR) | 0.0 | $247k | 1.4k | 177.34 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $247k | 19k | 13.24 | |
| Kla Corp Com New (KLAC) | 0.0 | $244k | 387.00 | 630.11 | |
| ConocoPhillips (COP) | 0.0 | $238k | 2.4k | 99.16 | |
| Blackrock (BLK) | 0.0 | $237k | 231.00 | 1025.17 | |
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $236k | 1.4k | 168.04 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $232k | 1.1k | 212.45 | |
| Ferguson SHS (FERG) | 0.0 | $232k | 1.3k | 173.55 | |
| Keurig Dr Pepper (KDP) | 0.0 | $231k | 7.2k | 32.12 | |
| Steel Dynamics (STLD) | 0.0 | $231k | 2.0k | 114.07 | |
| Jd.com Spon Adr Cl A (JD) | 0.0 | $231k | 6.7k | 34.67 | |
| Valmont Industries (VMI) | 0.0 | $230k | 750.00 | 306.67 | |
| Wells Fargo & Company (WFC) | 0.0 | $230k | 3.3k | 70.23 | |
| Columbia Banking System (COLB) | 0.0 | $229k | 8.5k | 27.01 | |
| Waste Connections (WCN) | 0.0 | $227k | 1.3k | 171.58 | |
| Iqvia Holdings (IQV) | 0.0 | $225k | 1.1k | 196.51 | |
| V.F. Corporation (VFC) | 0.0 | $224k | 11k | 21.46 | |
| Piedmont Office Realty Tr In Com Cl A (PDM) | 0.0 | $222k | 24k | 9.15 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $221k | 8.0k | 27.70 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $217k | 2.8k | 78.93 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $217k | 1.0k | 207.85 | |
| MetLife (MET) | 0.0 | $215k | 2.6k | 81.88 | |
| Live Nation Entertainment (LYV) | 0.0 | $214k | 1.7k | 129.50 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $214k | 3.3k | 65.08 | |
| Cummins (CMI) | 0.0 | $212k | 607.00 | 348.62 | |
| Hubbell (HUBB) | 0.0 | $208k | 497.00 | 419.08 | |
| Diageo Spon Adr New (DEO) | 0.0 | $207k | 1.6k | 127.10 | |
| Hershey Company (HSY) | 0.0 | $206k | 1.2k | 169.33 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $206k | 2.3k | 89.33 | |
| Phillips 66 (PSX) | 0.0 | $205k | 1.8k | 113.96 | |
| Cheniere Energy Com New (LNG) | 0.0 | $205k | 953.00 | 214.87 | |
| Workday Cl A (WDAY) | 0.0 | $200k | 776.00 | 258.02 | |
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.0 | $200k | 771.00 | 259.59 | |
| Telefonica Brasil Sa New Adr (VIV) | 0.0 | $168k | 22k | 7.55 | |
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $141k | 49k | 2.88 | |
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $137k | 34k | 4.02 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $114k | 42k | 2.72 | |
| Banco Santander Adr (SAN) | 0.0 | $91k | 20k | 4.56 | |
| Nio Spon Ads (NIO) | 0.0 | $89k | 20k | 4.36 | |
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $85k | 13k | 6.49 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $71k | 16k | 4.43 | |
| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $42k | 24k | 1.79 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $30k | 16k | 1.85 |
