BSW Wealth Partners

BSW Wealth Partners as of Sept. 30, 2025

Portfolio Holdings for BSW Wealth Partners

BSW Wealth Partners holds 324 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.1 $129M 193k 669.30
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.4 $51M 648k 78.90
American Centy Etf Tr Us Eqt Etf (AVUS) 5.2 $42M 383k 108.70
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.0 $33M 541k 60.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.0 $32M 641k 50.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $32M 48k 666.18
Ishares Tr Core Msci Intl (IDEV) 3.5 $28M 347k 80.17
Apple (AAPL) 3.1 $25M 97k 254.63
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $16M 218k 75.11
Ishares Core Msci Emkt (IEMG) 2.0 $16M 241k 65.92
Ishares Tr Core 60/40 Balan (AOR) 1.9 $15M 236k 64.38
NVIDIA Corporation (NVDA) 1.6 $13M 71k 186.58
Ishares Tr Core Msci Eafe (IEFA) 1.5 $12M 138k 87.31
American Centy Etf Tr Emerging Mkt Val (AVES) 1.4 $12M 200k 57.37
Ishares Gold Tr Ishares New (IAU) 1.4 $11M 154k 72.77
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $9.4M 94k 99.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $8.8M 146k 59.92
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $8.6M 26k 328.16
Microsoft Corporation (MSFT) 1.0 $8.0M 16k 517.94
Vanguard World Esg Us Stk Etf (ESGV) 0.9 $7.6M 64k 118.44
Ishares Tr National Mun Etf (MUB) 0.9 $7.4M 69k 106.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $7.2M 12k 612.36
Alphabet Cap Stk Cl C (GOOG) 0.9 $7.1M 29k 243.55
Ishares Tr Msci Lw Crb Tg (CRBN) 0.9 $6.8M 30k 226.87
Vanguard World Mega Cap Val Etf (MGV) 0.7 $5.9M 43k 137.74
Amazon (AMZN) 0.7 $5.8M 26k 219.57
Ishares Tr Msci Eafe Etf (EFA) 0.7 $5.5M 59k 93.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $5.3M 57k 92.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $4.9M 76k 65.26
Broadcom (AVGO) 0.6 $4.9M 15k 329.90
Ishares Tr Russell 2000 Etf (IWM) 0.6 $4.7M 20k 241.96
Alphabet Cap Stk Cl A (GOOGL) 0.5 $4.4M 18k 243.11
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $4.3M 31k 138.24
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.5 $4.2M 95k 43.83
Palantir Technologies Cl A (PLTR) 0.5 $4.1M 23k 182.42
Procter & Gamble Company (PG) 0.5 $4.1M 27k 153.65
Meta Platforms Cl A (META) 0.5 $3.9M 5.3k 734.44
JPMorgan Chase & Co. (JPM) 0.5 $3.8M 12k 315.43
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.5 $3.7M 85k 44.10
Ishares Tr Esg Select Scre (XVV) 0.4 $3.3M 64k 51.52
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.8M 9.9k 279.28
Eli Lilly & Co. (LLY) 0.3 $2.7M 3.6k 762.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $2.6M 19k 137.80
Linde SHS (LIN) 0.3 $2.6M 5.5k 475.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.6M 5.1k 502.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.6M 47k 54.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $2.5M 109k 23.28
Abbvie (ABBV) 0.3 $2.5M 11k 231.54
Select Sector Spdr Tr Technology (XLK) 0.3 $2.5M 8.8k 281.86
Oracle Corporation (ORCL) 0.3 $2.3M 8.3k 281.24
Visa Com Cl A (V) 0.3 $2.3M 6.8k 341.37
Coca-Cola Company (KO) 0.3 $2.2M 33k 66.32
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $2.2M 3.6k 600.30
Dell Technologies CL C (DELL) 0.3 $2.2M 15k 141.77
Pepsi (PEP) 0.3 $2.1M 15k 140.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $2.1M 39k 53.40
Home Depot (HD) 0.2 $1.9M 4.7k 405.15
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.9M 4.0k 468.39
Netflix (NFLX) 0.2 $1.8M 1.5k 1198.92
Travelers Companies (TRV) 0.2 $1.8M 6.4k 279.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.7M 66k 25.71
Abbott Laboratories (ABT) 0.2 $1.7M 13k 133.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.7M 8.1k 208.71
Walt Disney Company (DIS) 0.2 $1.7M 15k 114.50
Pfizer (PFE) 0.2 $1.6M 64k 25.48
Lam Research Corp Com New (LRCX) 0.2 $1.6M 12k 133.90
Mastercard Incorporated Cl A (MA) 0.2 $1.5M 2.6k 568.77
Merck & Co (MRK) 0.2 $1.5M 18k 83.93
Advanced Micro Devices (AMD) 0.2 $1.5M 9.1k 161.80
American Express Company (AXP) 0.2 $1.4M 4.3k 332.20
Intuit (INTU) 0.2 $1.4M 2.0k 682.83
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.3M 3.6k 355.47
Ishares Tr Esg Aware Msci (ESML) 0.2 $1.3M 28k 45.08
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.4k 925.58
Gilead Sciences (GILD) 0.2 $1.2M 11k 111.00
Tesla Motors (TSLA) 0.1 $1.2M 2.7k 444.72
Goldman Sachs (GS) 0.1 $1.2M 1.5k 796.28
Wal-Mart Stores (WMT) 0.1 $1.2M 12k 103.06
Caterpillar (CAT) 0.1 $1.2M 2.5k 477.08
Union Pacific Corporation (UNP) 0.1 $1.2M 5.0k 236.38
International Business Machines (IBM) 0.1 $1.2M 4.2k 282.13
Intel Corporation (INTC) 0.1 $1.2M 35k 33.55
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.2M 4.6k 254.26
Lumen Technologies (LUMN) 0.1 $1.1M 185k 6.12
Automatic Data Processing (ADP) 0.1 $1.1M 3.7k 293.50
At&t (T) 0.1 $1.1M 39k 28.24
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M 6.3k 170.86
TJX Companies (TJX) 0.1 $1.1M 7.4k 144.54
Exxon Mobil Corporation (XOM) 0.1 $1.1M 9.4k 112.75
Welltower Inc Com reit (WELL) 0.1 $1.1M 5.9k 178.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.0M 5.1k 203.59
Booking Holdings (BKNG) 0.1 $1.0M 191.00 5402.87
Uber Technologies (UBER) 0.1 $1.0M 10k 97.97
Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.0M 1.0k 968.07
Johnson & Johnson (JNJ) 0.1 $1.0M 5.4k 185.43
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.0M 3.3k 307.86
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $996k 3.3k 297.59
Lowe's Companies (LOW) 0.1 $978k 3.9k 251.32
salesforce (CRM) 0.1 $967k 4.1k 237.01
Qualcomm (QCOM) 0.1 $966k 5.8k 166.35
Morgan Stanley Com New (MS) 0.1 $961k 6.0k 158.95
Applied Materials (AMAT) 0.1 $959k 4.7k 204.76
Bank of New York Mellon Corporation (BK) 0.1 $946k 8.7k 108.95
Servicenow (NOW) 0.1 $935k 1.0k 920.28
S&p Global (SPGI) 0.1 $929k 1.9k 486.69
Ge Vernova (GEV) 0.1 $904k 1.5k 614.90
Verizon Communications (VZ) 0.1 $895k 20k 43.95
Icici Bank Adr (IBN) 0.1 $876k 29k 30.23
Boston Scientific Corporation (BSX) 0.1 $827k 8.5k 97.63
Palo Alto Networks (PANW) 0.1 $826k 4.1k 203.62
Sony Group Corp Sponsored Adr (SONY) 0.1 $818k 28k 28.79
Citigroup Com New (C) 0.1 $817k 8.0k 101.50
Niagen Bioscience Com New (NAGE) 0.1 $793k 85k 9.33
Arista Networks Com Shs (ANET) 0.1 $791k 5.4k 145.72
Wabtec Corporation (WAB) 0.1 $785k 3.9k 200.48
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $772k 40k 19.25
Chevron Corporation (CVX) 0.1 $759k 4.9k 155.28
Capital One Financial (COF) 0.1 $754k 3.5k 212.61
Grupo Cibest Sa Spon Ads (CIB) 0.1 $744k 14k 51.94
Dover Corporation (DOV) 0.1 $742k 4.4k 166.83
Nebius Group Shs Class A (NBIS) 0.1 $742k 6.6k 112.27
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $734k 17k 42.79
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $726k 2.5k 293.71
Philip Morris International (PM) 0.1 $721k 4.4k 162.19
Agilent Technologies Inc C ommon (A) 0.1 $718k 5.6k 128.34
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $717k 3.3k 215.82
Intuitive Surgical Com New (ISRG) 0.1 $715k 1.6k 447.20
Broadstone Net Lease (BNL) 0.1 $714k 40k 17.87
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $712k 14k 51.04
Cme (CME) 0.1 $711k 2.6k 270.20
PNC Financial Services (PNC) 0.1 $707k 3.5k 200.91
Amgen (AMGN) 0.1 $697k 2.5k 282.18
American Water Works (AWK) 0.1 $696k 5.0k 139.19
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $691k 23k 29.62
Metropcs Communications (TMUS) 0.1 $686k 2.9k 239.34
Quanta Services (PWR) 0.1 $675k 1.6k 414.43
Ball Corporation (BALL) 0.1 $669k 13k 50.42
UnitedHealth (UNH) 0.1 $665k 1.9k 345.36
Matthews Intl Fds Emerging Markets (EMSF) 0.1 $663k 23k 29.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $662k 1.1k 596.03
Doordash Cl A (DASH) 0.1 $645k 2.4k 271.99
Kla Corp Com New (KLAC) 0.1 $643k 596.00 1078.65
Allstate Corporation (ALL) 0.1 $637k 3.0k 214.62
Sterling Construction Company (STRL) 0.1 $635k 1.9k 339.68
Enterprise Products Partners (EPD) 0.1 $634k 20k 31.27
Vanguard Index Fds Growth Etf (VUG) 0.1 $630k 1.3k 479.60
Thermo Fisher Scientific (TMO) 0.1 $618k 1.3k 484.90
Stryker Corporation (SYK) 0.1 $615k 1.7k 369.78
Reliance Steel & Aluminum (RS) 0.1 $614k 2.2k 280.89
Johnson Ctls Intl SHS (JCI) 0.1 $610k 5.6k 109.95
Cisco Systems (CSCO) 0.1 $606k 8.9k 68.42
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $600k 54k 11.09
Charles Schwab Corporation (SCHW) 0.1 $597k 6.3k 95.46
Nomura Hldgs Sponsored Adr (NMR) 0.1 $588k 81k 7.27
Relx Sponsored Adr (RELX) 0.1 $582k 12k 47.76
SYSCO Corporation (SYY) 0.1 $567k 6.9k 82.34
Honeywell International (HON) 0.1 $566k 2.7k 210.53
Accenture Plc Ireland Shs Class A (ACN) 0.1 $564k 2.3k 246.64
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $562k 4.7k 119.51
Xylem (XYL) 0.1 $560k 3.8k 147.52
Woori Finl Group Sponsored Ads (WF) 0.1 $559k 10k 56.15
W.W. Grainger (GWW) 0.1 $558k 585.00 953.23
Wipro Spon Adr 1 Sh (WIT) 0.1 $551k 209k 2.63
Cbre Group Cl A (CBRE) 0.1 $547k 3.5k 157.56
Moody's Corporation (MCO) 0.1 $544k 1.1k 476.60
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $543k 4.6k 118.83
Autodesk (ADSK) 0.1 $539k 1.7k 317.67
Synopsys (SNPS) 0.1 $539k 1.1k 493.39
Digitalocean Hldgs (DOCN) 0.1 $535k 16k 34.16
Chubb (CB) 0.1 $526k 1.9k 282.25
Ishares Tr Rus 1000 Etf (IWB) 0.1 $514k 1.4k 365.48
Bristol Myers Squibb (BMY) 0.1 $509k 11k 45.10
Progressive Corporation (PGR) 0.1 $505k 2.0k 246.97
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $505k 2.4k 209.34
MercadoLibre (MELI) 0.1 $500k 214.00 2336.94
HSBC HLDGS Spon Adr New (HSBC) 0.1 $496k 7.0k 70.98
Microvision Inc Del Com New (MVIS) 0.1 $496k 400k 1.24
Hca Holdings (HCA) 0.1 $489k 1.1k 426.21
GSK Sponsored Adr (GSK) 0.1 $484k 11k 43.16
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $481k 3.4k 140.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $478k 3.4k 140.95
Us Bancorp Del Com New (USB) 0.1 $478k 9.9k 48.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $469k 2.5k 189.73
Lockheed Martin Corporation (LMT) 0.1 $465k 932.00 499.21
eBay (EBAY) 0.1 $461k 5.1k 90.95
Smucker J M Com New (SJM) 0.1 $461k 4.2k 108.59
Telefonica Brasil Sa Sponsored Ads (VIV) 0.1 $459k 36k 12.75
Illinois Tool Works (ITW) 0.1 $458k 1.8k 260.78
Infosys Sponsored Adr (INFY) 0.1 $450k 28k 16.27
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $450k 15k 30.80
Ge Aerospace Com New (GE) 0.1 $448k 1.5k 300.83
Cintas Corporation (CTAS) 0.1 $442k 2.2k 205.29
Micron Technology (MU) 0.1 $442k 2.6k 167.35
Truist Financial Corp equities (TFC) 0.1 $440k 9.6k 45.72
Raytheon Technologies Corp (RTX) 0.1 $436k 2.6k 167.34
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $428k 9.6k 44.48
Trane Technologies SHS (TT) 0.1 $427k 1.0k 421.76
Fiserv (FI) 0.1 $427k 3.3k 128.93
Prologis (PLD) 0.1 $426k 3.7k 114.51
Garmin SHS (GRMN) 0.1 $425k 1.7k 246.25
Deere & Company (DE) 0.1 $420k 918.00 457.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $407k 16k 26.34
McDonald's Corporation (MCD) 0.1 $403k 1.3k 303.78
Ptc (PTC) 0.0 $400k 2.0k 203.02
Fastenal Company (FAST) 0.0 $394k 8.0k 49.04
American Centy Etf Tr Avantis Emerging (AVXC) 0.0 $394k 6.6k 59.93
Simon Property (SPG) 0.0 $392k 2.1k 187.63
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $392k 2.2k 178.73
RPM International (RPM) 0.0 $392k 3.3k 117.89
Novartis Sponsored Adr (NVS) 0.0 $386k 3.0k 128.23
Regeneron Pharmaceuticals (REGN) 0.0 $385k 684.00 562.27
Sanofi Sa Sponsored Adr (SNY) 0.0 $381k 8.1k 47.20
Paccar (PCAR) 0.0 $380k 3.9k 98.32
Spotify Technology S A SHS (SPOT) 0.0 $377k 540.00 698.00
Otis Worldwide Corp (OTIS) 0.0 $375k 4.1k 91.43
Intercontinental Exchange (ICE) 0.0 $375k 2.2k 168.49
Cadence Design Systems (CDNS) 0.0 $374k 1.1k 351.26
United Microelectronics Corp Spon Adr New (UMC) 0.0 $373k 49k 7.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $370k 11k 33.37
Kb Finl Group Sponsored Adr (KB) 0.0 $366k 4.4k 82.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $365k 2.5k 145.65
Ishares Tr Tips Bd Etf (TIP) 0.0 $365k 3.3k 111.23
Broadridge Financial Solutions (BR) 0.0 $365k 1.5k 238.20
Live Nation Entertainment (LYV) 0.0 $361k 2.2k 163.40
Ishares Msci Emrg Chn (EMXC) 0.0 $358k 5.3k 67.51
Motorola Solutions Com New (MSI) 0.0 $356k 779.00 457.30
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $352k 6.5k 54.09
Take-Two Interactive Software (TTWO) 0.0 $351k 1.4k 258.36
Vanguard World Energy Etf (VDE) 0.0 $351k 2.8k 125.86
BP Sponsored Adr (BP) 0.0 $349k 10k 34.46
Ferguson Enterprises Common Stock New (FERG) 0.0 $348k 1.5k 224.57
Becton, Dickinson and (BDX) 0.0 $341k 1.8k 187.17
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $339k 7.6k 44.58
Sap Se Spon Adr (SAP) 0.0 $339k 1.3k 267.25
American Intl Group Com New (AIG) 0.0 $337k 4.3k 78.53
Keurig Dr Pepper (KDP) 0.0 $331k 13k 25.51
Altria (MO) 0.0 $327k 4.9k 66.05
Unilever Spon Adr New (UL) 0.0 $326k 5.5k 59.28
F.N.B. Corporation (FNB) 0.0 $325k 20k 16.11
Realty Income (O) 0.0 $323k 5.3k 60.79
Hubbell (HUBB) 0.0 $321k 747.00 430.09
United Rentals (URI) 0.0 $320k 335.00 954.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $319k 4.3k 73.47
Colgate-Palmolive Company (CL) 0.0 $319k 4.0k 79.95
Vanguard World Inf Tech Etf (VGT) 0.0 $317k 424.00 746.63
Rockwell Automation (ROK) 0.0 $316k 905.00 349.66
Verisk Analytics (VRSK) 0.0 $316k 1.3k 251.60
Kt Corp Sponsored Adr (KT) 0.0 $313k 16k 19.50
Keysight Technologies (KEYS) 0.0 $311k 1.8k 174.92
Paychex (PAYX) 0.0 $307k 2.4k 126.73
Carrier Global Corporation (CARR) 0.0 $304k 5.1k 59.70
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) 0.0 $301k 4.7k 63.49
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.0 $301k 8.3k 36.33
Digital Realty Trust (DLR) 0.0 $294k 1.7k 172.90
Wells Fargo & Company (WFC) 0.0 $292k 3.5k 83.81
Select Sector Spdr Tr Financial (XLF) 0.0 $291k 5.4k 53.87
Valmont Industries (VMI) 0.0 $291k 750.00 387.73
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $285k 63k 4.54
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $285k 20k 14.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $285k 1.9k 148.61
Te Connectivity Ord Shs (TEL) 0.0 $283k 1.3k 219.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $281k 10k 27.90
Cheniere Energy Com New (LNG) 0.0 $281k 1.2k 235.03
Biogen Idec (BIIB) 0.0 $279k 2.0k 140.08
Flexshares Tr Stox Gbl Esg Slt (ESGG) 0.0 $278k 1.4k 197.41
Hdfc Bank Sponsored Ads (HDB) 0.0 $277k 8.1k 34.16
Ishares Msci Gbl Min Vol (ACWV) 0.0 $276k 2.3k 119.92
Tenaris S A Sponsored Ads (TS) 0.0 $275k 7.7k 35.77
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $272k 4.2k 65.00
MPLX Com Unit Rep Ltd (MPLX) 0.0 $269k 5.4k 49.95
Crowdstrike Hldgs Cl A (CRWD) 0.0 $268k 546.00 490.38
Eaton Corp SHS (ETN) 0.0 $262k 699.00 374.28
Bank of America Corporation (BAC) 0.0 $259k 5.0k 51.59
Coupang Cl A (CPNG) 0.0 $258k 8.0k 32.20
Equinix (EQIX) 0.0 $258k 329.00 783.82
Check Point Software Tech Lt Ord (CHKP) 0.0 $257k 1.2k 206.91
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $257k 15k 16.74
Monster Beverage Corp (MNST) 0.0 $253k 3.8k 67.31
Nextera Energy (NEE) 0.0 $251k 3.3k 75.50
Nxp Semiconductors N V (NXPI) 0.0 $250k 1.1k 227.73
Danaher Corporation (DHR) 0.0 $248k 1.2k 198.26
Vulcan Materials Company (VMC) 0.0 $245k 796.00 307.53
Prudential Financial (PRU) 0.0 $243k 2.3k 103.74
Waste Connections (WCN) 0.0 $242k 1.4k 175.80
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $240k 2.5k 95.14
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $237k 2.4k 99.81
Snap-on Incorporated (SNA) 0.0 $237k 683.00 346.55
Lg Display Spons Adr Rep (LPL) 0.0 $236k 45k 5.22
Gartner (IT) 0.0 $232k 884.00 262.87
Cummins (CMI) 0.0 $230k 544.00 422.48
General Dynamics Corporation (GD) 0.0 $227k 666.00 341.00
Constellation Brands Cl A (STZ) 0.0 $227k 1.7k 134.68
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $227k 771.00 294.15
Ecolab (ECL) 0.0 $226k 826.00 273.92
Adobe Systems Incorporated (ADBE) 0.0 $226k 641.00 352.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $226k 3.2k 71.38
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $225k 2.3k 97.83
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $225k 3.3k 68.46
Mondelez Intl Cl A (MDLZ) 0.0 $223k 3.6k 62.48
Columbia Banking System (COLB) 0.0 $221k 8.6k 25.74
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $220k 8.1k 27.30
Vertiv Holdings Com Cl A (VRT) 0.0 $217k 1.4k 150.87
Cigna Corp (CI) 0.0 $215k 745.00 288.25
Flutter Entmt SHS (FLUT) 0.0 $213k 840.00 254.00
Medtronic SHS (MDT) 0.0 $212k 2.2k 95.24
Blackrock (BLK) 0.0 $211k 181.00 1166.24
MetLife (MET) 0.0 $211k 2.6k 82.38
Strategy Cl A New (MSTR) 0.0 $210k 652.00 322.21
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $210k 5.8k 36.35
American Tower Reit (AMT) 0.0 $207k 1.1k 192.32
Nasdaq Omx (NDAQ) 0.0 $207k 2.3k 88.45
ConAgra Foods (CAG) 0.0 $207k 11k 18.31
AmerisourceBergen (COR) 0.0 $205k 656.00 312.54
Baidu Spon Adr Rep A (BIDU) 0.0 $203k 1.5k 131.77
Dupont De Nemours (DD) 0.0 $202k 2.6k 77.90
Hershey Company (HSY) 0.0 $202k 1.1k 187.05
U Haul Holding Company Com Ser N (UHAL.B) 0.0 $201k 4.0k 50.90
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $201k 1.8k 113.85
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $159k 51k 3.10
Banco Santander Adr (SAN) 0.0 $117k 11k 10.48
Ambev Sa Sponsored Adr (ABEV) 0.0 $106k 48k 2.23
Nokia Corp Sponsored Adr (NOK) 0.0 $83k 17k 4.81
Telefonica S A Sponsored Adr (TEF) 0.0 $74k 15k 5.08
Grab Holdings Class A Ord (GRAB) 0.0 $61k 10k 6.02