C M Bidwell & Associates as of March 31, 2025
Portfolio Holdings for C M Bidwell & Associates
C M Bidwell & Associates holds 439 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF (BSV) | 7.5 | $13M | 159k | 78.28 | |
| iShares Russell 1000 Index (IWB) | 6.6 | $11M | 36k | 306.74 | |
| Vanguard Total Stock Market ETF (VTI) | 4.1 | $6.9M | 25k | 274.84 | |
| iShares Russell 2000 Index (IWM) | 4.0 | $6.7M | 33k | 199.49 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 3.7 | $6.1M | 58k | 106.02 | |
| Vanguard S&p 500 Etf idx (VOO) | 3.6 | $6.0M | 12k | 513.91 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 3.1 | $5.1M | 102k | 49.90 | |
| Ishares Tr core strm usbd (ISTB) | 2.8 | $4.7M | 97k | 48.35 | |
| Vanguard Total Bond Market ETF (BND) | 2.6 | $4.2M | 58k | 73.45 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 2.3 | $3.8M | 69k | 55.45 | |
| Vanguard Europe Pacific ETF (VEA) | 2.2 | $3.7M | 73k | 50.83 | |
| Schwab Strategic Tr 0 (SCHP) | 2.0 | $3.4M | 127k | 26.89 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 1.9 | $3.2M | 132k | 24.34 | |
| Dimensional Etf Trust (DFAC) | 1.9 | $3.2M | 97k | 32.99 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 1.7 | $2.9M | 38k | 76.57 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.7 | $2.8M | 127k | 22.08 | |
| Schwab U S Broad Market ETF (SCHB) | 1.7 | $2.8M | 128k | 21.53 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 1.5 | $2.5M | 51k | 49.62 | |
| Dimensional Etf Trust (DFAX) | 1.4 | $2.3M | 87k | 26.20 | |
| Schwab U S Small Cap ETF (SCHA) | 1.3 | $2.2M | 92k | 23.43 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 1.2 | $1.9M | 29k | 65.76 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 1.1 | $1.8M | 79k | 23.16 | |
| Apple (AAPL) | 1.1 | $1.8M | 7.9k | 222.13 | |
| Schwab International Equity ETF (SCHF) | 1.0 | $1.7M | 85k | 19.78 | |
| NVIDIA Corporation (NVDA) | 1.0 | $1.7M | 15k | 108.38 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.6M | 4.2k | 375.39 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $1.5M | 7.7k | 193.99 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.8 | $1.3M | 11k | 128.96 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.8 | $1.3M | 7.2k | 186.29 | |
| Vanguard Small-Cap ETF (VB) | 0.7 | $1.2M | 5.3k | 221.75 | |
| Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.2M | 26k | 45.26 | |
| Amazon (AMZN) | 0.7 | $1.1M | 5.7k | 190.26 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.7 | $1.1M | 14k | 75.65 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.6 | $1.0M | 9.8k | 105.60 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.6 | $1.0M | 9.8k | 105.44 | |
| Ishares Tr core msci intl (IDEV) | 0.6 | $1.0M | 15k | 68.89 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $988k | 6.4k | 154.64 | |
| Facebook Inc cl a (META) | 0.6 | $978k | 1.7k | 576.36 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.6 | $965k | 35k | 27.96 | |
| Vanguard Value ETF (VTV) | 0.5 | $876k | 5.1k | 172.75 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.5 | $821k | 10k | 80.65 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.5 | $818k | 30k | 27.57 | |
| Vanguard Total World Stock Idx (VT) | 0.4 | $731k | 6.3k | 115.95 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.4 | $719k | 12k | 58.69 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $719k | 1.3k | 559.38 | |
| Netflix (NFLX) | 0.4 | $711k | 762.00 | 932.53 | |
| Dimensional Etf Trust (DFSV) | 0.4 | $706k | 25k | 28.15 | |
| Applovin Corp Class A (APP) | 0.4 | $705k | 2.7k | 264.97 | |
| Dimensional Etf Trust (DFAU) | 0.4 | $685k | 18k | 38.44 | |
| Howmet Aerospace (HWM) | 0.4 | $641k | 4.9k | 129.73 | |
| Dimensional International Small Cap Value ETF (DISV) | 0.4 | $632k | 22k | 29.12 | |
| AmerisourceBergen (COR) | 0.4 | $632k | 2.3k | 278.09 | |
| Royal Caribbean Cruises (RCL) | 0.4 | $620k | 3.0k | 205.44 | |
| iShares Lehman Aggregate Bond (AGG) | 0.4 | $616k | 6.2k | 98.92 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $609k | 7.7k | 78.94 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 0.4 | $588k | 21k | 27.77 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.4 | $583k | 3.6k | 160.54 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $538k | 2.2k | 245.30 | |
| Republic Services (RSG) | 0.3 | $533k | 2.2k | 242.16 | |
| Invesco Exchng Traded Fd Tr calif amt mun (PWZ) | 0.3 | $528k | 22k | 23.85 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.3 | $527k | 4.3k | 122.01 | |
| Boston Scientific Corporation (BSX) | 0.3 | $489k | 4.9k | 100.88 | |
| Vanguard Large-Cap ETF (VV) | 0.3 | $487k | 1.9k | 257.03 | |
| Clorox Company (CLX) | 0.3 | $457k | 3.1k | 147.25 | |
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.3 | $451k | 8.9k | 50.85 | |
| Coinbase Global (COIN) | 0.3 | $437k | 2.5k | 172.23 | |
| Cisco Systems (CSCO) | 0.3 | $433k | 7.0k | 61.71 | |
| Gilead Sciences (GILD) | 0.3 | $419k | 3.7k | 112.05 | |
| Dimensional Etf Trust (DFAI) | 0.2 | $411k | 13k | 31.23 | |
| Constellation Energy (CEG) | 0.2 | $399k | 2.0k | 201.63 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $387k | 4.6k | 83.87 | |
| Metropcs Communications (TMUS) | 0.2 | $384k | 1.4k | 266.71 | |
| Progressive Corporation (PGR) | 0.2 | $384k | 1.4k | 283.01 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.2 | $376k | 5.2k | 72.20 | |
| Molson Coors Brewing Company (TAP) | 0.2 | $368k | 6.0k | 60.87 | |
| Paypal Holdings (PYPL) | 0.2 | $366k | 5.6k | 65.25 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $365k | 2.5k | 145.69 | |
| Baker Hughes A Ge Company (BKR) | 0.2 | $363k | 8.3k | 43.95 | |
| Pilgrim's Pride Corporation (PPC) | 0.2 | $359k | 6.6k | 54.51 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.2 | $355k | 1.8k | 201.38 | |
| S&p Global (SPGI) | 0.2 | $346k | 681.00 | 508.10 | |
| Insulet Corporation (PODD) | 0.2 | $343k | 1.3k | 262.61 | |
| ResMed (RMD) | 0.2 | $342k | 1.5k | 223.85 | |
| Pfizer (PFE) | 0.2 | $340k | 13k | 25.34 | |
| International Business Machines (IBM) | 0.2 | $335k | 1.3k | 248.66 | |
| Assurant (AIZ) | 0.2 | $317k | 1.5k | 209.75 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.2 | $312k | 4.2k | 73.70 | |
| Schwab (SWSBX) | 0.2 | $304k | 32k | 9.63 | |
| Columbia Etf Tr I multi sec muni (MUST) | 0.2 | $300k | 15k | 20.14 | |
| Blackrock (BLK) | 0.2 | $297k | 314.00 | 946.48 | |
| Tyler Technologies (TYL) | 0.2 | $294k | 505.00 | 581.39 | |
| C.H. Robinson Worldwide (CHRW) | 0.2 | $287k | 2.8k | 102.40 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $283k | 4.6k | 62.10 | |
| CarMax (KMX) | 0.2 | $275k | 3.5k | 77.92 | |
| Arista Networks (ANET) | 0.2 | $271k | 3.5k | 77.48 | |
| Doximity (DOCS) | 0.2 | $269k | 4.6k | 58.03 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $268k | 2.4k | 111.81 | |
| Okta Inc cl a (OKTA) | 0.2 | $266k | 2.5k | 105.22 | |
| Synchrony Financial (SYF) | 0.2 | $266k | 5.0k | 52.94 | |
| Kinder Morgan (KMI) | 0.2 | $260k | 9.1k | 28.53 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $259k | 486.00 | 532.58 | |
| Exelon Corporation (EXC) | 0.2 | $254k | 5.5k | 46.08 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $251k | 6.0k | 42.06 | |
| Philip Morris International (PM) | 0.2 | $250k | 1.6k | 158.73 | |
| Reddit (RDDT) | 0.1 | $249k | 2.4k | 104.90 | |
| iShares S&P 500 Index (IVV) | 0.1 | $246k | 437.00 | 561.90 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $244k | 4.5k | 53.97 | |
| American Centy Etf Tr diversified mu (TAXF) | 0.1 | $243k | 4.9k | 49.48 | |
| Dimensional Etf Trust (DFLV) | 0.1 | $242k | 7.9k | 30.57 | |
| Dimensional Etf Trust (DFAE) | 0.1 | $239k | 9.2k | 25.89 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $229k | 1.1k | 207.25 | |
| Lululemon Athletica (LULU) | 0.1 | $228k | 807.00 | 283.06 | |
| Cintas Corporation (CTAS) | 0.1 | $225k | 1.1k | 205.53 | |
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.1 | $225k | 4.5k | 50.00 | |
| Owens Corning (OC) | 0.1 | $222k | 1.6k | 142.82 | |
| D Spdr Index Shs Fds (SPGM) | 0.1 | $222k | 3.6k | 62.41 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $219k | 3.1k | 71.16 | |
| Manulife Finl Corp (MFC) | 0.1 | $214k | 6.9k | 31.15 | |
| Lam Research (LRCX) | 0.1 | $211k | 2.9k | 72.70 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $210k | 346.00 | 607.85 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $206k | 2.0k | 102.17 | |
| Cbre Group Inc Cl A (CBRE) | 0.1 | $201k | 1.5k | 130.78 | |
| Rydex S&P Equal Weight ETF | 0.1 | $199k | 1.2k | 173.23 | |
| Stanley Black & Decker (SWK) | 0.1 | $194k | 2.5k | 76.88 | |
| Stryker Corporation (SYK) | 0.1 | $189k | 507.00 | 372.25 | |
| CF Industries Holdings (CF) | 0.1 | $180k | 2.3k | 78.15 | |
| Equinix (EQIX) | 0.1 | $179k | 220.00 | 815.35 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $178k | 991.00 | 179.70 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.1 | $176k | 6.0k | 29.24 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $176k | 678.00 | 258.79 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.1 | $175k | 4.4k | 39.69 | |
| Wal-Mart Stores (WMT) | 0.1 | $175k | 2.0k | 87.79 | |
| Dupont De Nemours (DD) | 0.1 | $171k | 2.3k | 74.68 | |
| Abbvie (ABBV) | 0.1 | $170k | 813.00 | 209.52 | |
| Dimensional Etf Trust (DFEM) | 0.1 | $169k | 6.4k | 26.46 | |
| Roper Industries (ROP) | 0.1 | $169k | 286.00 | 589.58 | |
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.1 | $164k | 4.3k | 37.86 | |
| Dimensional Etf Trust (DFAT) | 0.1 | $164k | 3.2k | 51.49 | |
| Dimensional Etf Trust (DFAW) | 0.1 | $163k | 2.7k | 61.28 | |
| Uber Technologies (UBER) | 0.1 | $162k | 2.2k | 72.86 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $158k | 683.00 | 231.63 | |
| Affirm Hldgs (AFRM) | 0.1 | $150k | 3.3k | 45.19 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $147k | 478.00 | 308.27 | |
| Dimensional Etf Trust (DFAS) | 0.1 | $147k | 2.5k | 59.75 | |
| Vici Pptys (VICI) | 0.1 | $146k | 4.5k | 32.62 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $144k | 1.3k | 111.08 | |
| O'reilly Automotive (ORLY) | 0.1 | $143k | 100.00 | 1432.58 | |
| Ecolab (ECL) | 0.1 | $142k | 559.00 | 253.52 | |
| Realty Income (O) | 0.1 | $141k | 2.4k | 58.01 | |
| Ishares Inc em mkt min vol (EEMV) | 0.1 | $140k | 2.4k | 58.34 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $135k | 1.4k | 93.45 | |
| Northern Trust Corporation (NTRS) | 0.1 | $135k | 1.4k | 98.65 | |
| Vanguard Growth ETF (VUG) | 0.1 | $130k | 351.00 | 370.82 | |
| Synopsys (SNPS) | 0.1 | $130k | 302.00 | 428.85 | |
| TJX Companies (TJX) | 0.1 | $121k | 995.00 | 121.80 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $116k | 2.0k | 58.35 | |
| Johnson Controls International Plc equity (JCI) | 0.1 | $110k | 1.4k | 80.11 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $108k | 2.2k | 50.21 | |
| Leidos Holdings (LDOS) | 0.1 | $105k | 777.00 | 134.94 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $104k | 1.5k | 69.81 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $102k | 896.00 | 114.10 | |
| Mednax (MD) | 0.1 | $101k | 7.0k | 14.49 | |
| Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) | 0.1 | $100k | 3.0k | 33.48 | |
| Masimo Corporation (MASI) | 0.1 | $100k | 597.00 | 166.60 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $98k | 3.9k | 25.04 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.1 | $95k | 1.1k | 82.94 | |
| Duke Energy (DUK) | 0.1 | $95k | 776.00 | 121.97 | |
| Ego (EGO) | 0.1 | $92k | 5.5k | 16.82 | |
| Itron (ITRI) | 0.1 | $92k | 877.00 | 104.76 | |
| Emcor (EME) | 0.1 | $92k | 248.00 | 369.63 | |
| Columbia Banking System (COLB) | 0.1 | $86k | 3.4k | 24.94 | |
| New Residential Investment (RITM) | 0.1 | $84k | 7.4k | 11.45 | |
| Arcutis Biotherapeutics (ARQT) | 0.0 | $83k | 5.3k | 15.64 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $80k | 1.2k | 66.95 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $80k | 644.00 | 124.15 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $79k | 943.00 | 83.78 | |
| Commerce Bancshares (CBSH) | 0.0 | $79k | 1.3k | 62.23 | |
| SkyWest (SKYW) | 0.0 | $79k | 900.00 | 87.37 | |
| Enact Hldgs (ACT) | 0.0 | $79k | 2.3k | 34.75 | |
| Brinker International (EAT) | 0.0 | $77k | 517.00 | 149.05 | |
| Gulfport Energy Corp (GPOR) | 0.0 | $76k | 415.00 | 184.14 | |
| Applied Industrial Technologies (AIT) | 0.0 | $76k | 335.00 | 225.34 | |
| Encompass Health Corp (EHC) | 0.0 | $74k | 735.00 | 101.28 | |
| Carvana Co cl a (CVNA) | 0.0 | $74k | 356.00 | 209.08 | |
| Helix Energy Solutions (HLX) | 0.0 | $71k | 8.5k | 8.31 | |
| Federated Investors (FHI) | 0.0 | $71k | 1.7k | 40.77 | |
| Trustmark Corporation (TRMK) | 0.0 | $70k | 2.0k | 34.49 | |
| Nextracker (NXT) | 0.0 | $69k | 1.6k | 42.14 | |
| Aptar (ATR) | 0.0 | $69k | 462.00 | 148.38 | |
| National Health Investors (NHI) | 0.0 | $68k | 926.00 | 73.86 | |
| Tenable Hldgs (TENB) | 0.0 | $68k | 1.9k | 34.98 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $67k | 1.9k | 34.95 | |
| Docusign (DOCU) | 0.0 | $67k | 820.00 | 81.40 | |
| Life Time Group Holdings (LTH) | 0.0 | $67k | 2.2k | 30.20 | |
| Coherent Corp (COHR) | 0.0 | $67k | 1.0k | 64.94 | |
| Ishares Inc msci world idx (URTH) | 0.0 | $66k | 431.00 | 153.21 | |
| Cousins Properties (CUZ) | 0.0 | $65k | 2.2k | 29.50 | |
| Sprinklr (CXM) | 0.0 | $65k | 7.8k | 8.35 | |
| Frontdoor (FTDR) | 0.0 | $64k | 1.7k | 38.42 | |
| Castle Biosciences (CSTL) | 0.0 | $64k | 3.2k | 20.02 | |
| Hilltop Holdings (HTH) | 0.0 | $64k | 2.1k | 30.45 | |
| Lyft (LYFT) | 0.0 | $63k | 5.3k | 11.87 | |
| Medpace Hldgs (MEDP) | 0.0 | $61k | 201.00 | 304.69 | |
| Liveramp Holdings (RAMP) | 0.0 | $61k | 2.3k | 26.14 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $60k | 1.8k | 33.08 | |
| Otter Tail Corporation (OTTR) | 0.0 | $60k | 741.00 | 80.37 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $58k | 526.00 | 110.46 | |
| Moelis & Co (MC) | 0.0 | $58k | 995.00 | 58.36 | |
| Talen Energy Corp (TLN) | 0.0 | $57k | 286.00 | 199.67 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $54k | 504.00 | 107.58 | |
| Dimensional Etf Trust (DFSU) | 0.0 | $54k | 1.5k | 35.81 | |
| Ishares Tr cmn (STIP) | 0.0 | $53k | 515.00 | 103.47 | |
| Dimensional International Small Cap Etf (DFIS) | 0.0 | $53k | 2.1k | 25.84 | |
| Post Holdings Inc Common (POST) | 0.0 | $53k | 452.00 | 116.36 | |
| Abercrombie & Fitch (ANF) | 0.0 | $52k | 680.00 | 76.37 | |
| Peloton Interactive Inc cl a (PTON) | 0.0 | $51k | 8.1k | 6.32 | |
| Brp (DOOO) | 0.0 | $50k | 1.5k | 33.81 | |
| Casey's General Stores (CASY) | 0.0 | $50k | 115.00 | 434.04 | |
| Copart (CPRT) | 0.0 | $49k | 872.00 | 56.59 | |
| JPMorgan BetaBuilders Canada ETF (BBCA) | 0.0 | $46k | 645.00 | 71.56 | |
| Dimensional Etf Trust (DFSI) | 0.0 | $45k | 1.3k | 34.89 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $44k | 264.00 | 165.45 | |
| Dimensional Etf Trust (DFIV) | 0.0 | $43k | 1.1k | 39.36 | |
| Vanguard Wellington (VTES) | 0.0 | $43k | 423.00 | 100.51 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $42k | 173.00 | 244.64 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $42k | 452.00 | 92.83 | |
| Mondelez Int (MDLZ) | 0.0 | $41k | 607.00 | 67.85 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $41k | 1.3k | 31.96 | |
| Invesco Ftse Rafi Emerging Markets Etf etf (PXH) | 0.0 | $40k | 1.8k | 21.74 | |
| Johnson & Johnson (JNJ) | 0.0 | $39k | 233.00 | 165.84 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $36k | 314.00 | 115.60 | |
| Vanguard Materials ETF (VAW) | 0.0 | $35k | 185.00 | 188.81 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $33k | 585.00 | 55.65 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $30k | 291.00 | 104.57 | |
| Primerica (PRI) | 0.0 | $29k | 103.00 | 284.53 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $29k | 451.00 | 63.53 | |
| Costco Wholesale Corporation (COST) | 0.0 | $28k | 30.00 | 945.77 | |
| Global X Fds Futr Analy Etf etp (AIQ) | 0.0 | $28k | 763.00 | 36.38 | |
| Dimensional Etf Trust (DFSE) | 0.0 | $27k | 800.00 | 33.68 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $26k | 53.00 | 497.72 | |
| Palantir Technologies (PLTR) | 0.0 | $26k | 303.00 | 84.40 | |
| FedEx Corporation (FDX) | 0.0 | $24k | 100.00 | 243.78 | |
| Schwab Strategic Tr (SCHY) | 0.0 | $24k | 960.00 | 25.38 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $23k | 124.00 | 188.16 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $22k | 100.00 | 222.15 | |
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $22k | 545.00 | 40.41 | |
| Fortinet (FTNT) | 0.0 | $22k | 225.00 | 96.26 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $20k | 112.00 | 181.18 | |
| Ishares Tr sustnble msci (SDG) | 0.0 | $19k | 266.00 | 72.39 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $19k | 140.00 | 134.29 | |
| Home Depot (HD) | 0.0 | $19k | 51.00 | 366.49 | |
| Palo Alto Networks (PANW) | 0.0 | $18k | 108.00 | 170.64 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $16k | 32.00 | 512.00 | |
| Steel Dynamics (STLD) | 0.0 | $16k | 128.00 | 125.08 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $16k | 210.00 | 75.74 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $15k | 182.00 | 81.73 | |
| NVR (NVR) | 0.0 | $15k | 2.00 | 7244.50 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $15k | 535.00 | 27.05 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $14k | 30.00 | 468.93 | |
| Visa (V) | 0.0 | $14k | 40.00 | 350.45 | |
| Schwab U.s. Agg Bd Idx (SWAGX) | 0.0 | $14k | 1.6k | 8.93 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $14k | 177.00 | 77.92 | |
| Network Associates Inc cl a (NET) | 0.0 | $14k | 121.00 | 112.69 | |
| CommVault Systems (CVLT) | 0.0 | $13k | 85.00 | 157.76 | |
| FactSet Research Systems (FDS) | 0.0 | $13k | 29.00 | 454.66 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $13k | 75.00 | 170.12 | |
| Franklin Templeton Etf Tr cmn (FLQM) | 0.0 | $13k | 240.00 | 53.01 | |
| Regal-beloit Corporation (RRX) | 0.0 | $13k | 39.00 | 321.77 | |
| Gra (GGG) | 0.0 | $12k | 144.00 | 83.51 | |
| F5 Networks (FFIV) | 0.0 | $12k | 45.00 | 266.27 | |
| Cyberark Software (CYBR) | 0.0 | $12k | 34.00 | 338.00 | |
| Robinhood Mkts (HOOD) | 0.0 | $11k | 272.00 | 41.62 | |
| Silicon Laboratories (SLAB) | 0.0 | $11k | 99.00 | 112.57 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $11k | 86.00 | 124.50 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $10k | 124.00 | 83.28 | |
| Advanced Micro Devices (AMD) | 0.0 | $10k | 100.00 | 102.74 | |
| Nucor Corporation (NUE) | 0.0 | $9.7k | 81.00 | 120.35 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $9.4k | 60.00 | 156.23 | |
| Accenture (ACN) | 0.0 | $9.4k | 30.00 | 312.03 | |
| UnitedHealth (UNH) | 0.0 | $8.4k | 16.00 | 523.75 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $8.3k | 64.00 | 130.19 | |
| Commercial Metals Company (CMC) | 0.0 | $8.3k | 181.00 | 46.01 | |
| Pool Corporation (POOL) | 0.0 | $8.3k | 26.00 | 318.35 | |
| Lowe's Companies (LOW) | 0.0 | $8.2k | 35.00 | 233.23 | |
| Utilities SPDR (XLU) | 0.0 | $8.0k | 101.00 | 78.85 | |
| Shopify Inc cl a (SHOP) | 0.0 | $7.6k | 80.00 | 95.47 | |
| Draftkings (DKNG) | 0.0 | $7.0k | 212.00 | 33.21 | |
| Arcelormittal Cl A Ny Registry (MT) | 0.0 | $6.9k | 238.00 | 28.85 | |
| Jack Henry & Associates (JKHY) | 0.0 | $6.8k | 37.00 | 182.59 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $6.7k | 44.00 | 152.64 | |
| Centene Corporation (CNC) | 0.0 | $6.7k | 110.00 | 60.71 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $6.6k | 29.00 | 227.93 | |
| Telephone And Data Systems (TDS) | 0.0 | $6.4k | 165.00 | 38.74 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $6.3k | 102.00 | 61.53 | |
| MarketAxess Holdings (MKTX) | 0.0 | $6.3k | 29.00 | 216.34 | |
| NetApp (NTAP) | 0.0 | $6.1k | 70.00 | 87.84 | |
| Ametek (AME) | 0.0 | $6.0k | 35.00 | 172.14 | |
| Rli (RLI) | 0.0 | $5.9k | 74.00 | 80.32 | |
| Qualys (QLYS) | 0.0 | $5.9k | 47.00 | 125.94 | |
| Nortonlifelock (GEN) | 0.0 | $5.9k | 223.00 | 26.54 | |
| Group 1 Automotive (GPI) | 0.0 | $5.7k | 15.00 | 381.93 | |
| Avery Dennison Corporation (AVY) | 0.0 | $5.7k | 32.00 | 177.97 | |
| Verisign (VRSN) | 0.0 | $5.6k | 22.00 | 253.86 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $5.5k | 110.00 | 50.08 | |
| Marvell Technology (MRVL) | 0.0 | $5.5k | 89.00 | 61.57 | |
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $5.4k | 114.00 | 47.58 | |
| Dimensional Etf Trust (DFSD) | 0.0 | $5.4k | 113.00 | 47.52 | |
| Fluor Corporation (FLR) | 0.0 | $5.3k | 148.00 | 35.82 | |
| Twilio Inc cl a (TWLO) | 0.0 | $4.9k | 50.00 | 97.90 | |
| Pitney Bowes (PBI) | 0.0 | $4.9k | 539.00 | 9.05 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.8k | 10.00 | 484.80 | |
| Enhabit Ord (EHAB) | 0.0 | $4.8k | 550.00 | 8.79 | |
| Avista Corporation (AVA) | 0.0 | $4.8k | 115.00 | 41.87 | |
| Univest Corp. of PA (UVSP) | 0.0 | $4.8k | 168.00 | 28.36 | |
| Omnicell (OMCL) | 0.0 | $4.8k | 136.00 | 34.96 | |
| InterDigital (IDCC) | 0.0 | $4.8k | 23.00 | 206.74 | |
| Ez (EZPW) | 0.0 | $4.7k | 317.00 | 14.72 | |
| Hamilton Lane Inc Common (HLNE) | 0.0 | $4.6k | 31.00 | 148.68 | |
| Phillips Edison & Co (PECO) | 0.0 | $4.5k | 124.00 | 36.49 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $4.5k | 37.00 | 122.19 | |
| Electronic Arts (EA) | 0.0 | $4.3k | 30.00 | 144.53 | |
| Bankunited (BKU) | 0.0 | $4.3k | 125.00 | 34.44 | |
| Adapthealth Corp -a (AHCO) | 0.0 | $4.3k | 396.00 | 10.84 | |
| Tecnoglass (TGLS) | 0.0 | $4.3k | 60.00 | 71.55 | |
| EnerSys (ENS) | 0.0 | $4.2k | 46.00 | 91.59 | |
| Stonex Group (SNEX) | 0.0 | $4.2k | 55.00 | 76.04 | |
| Vir Biotechnology (VIR) | 0.0 | $4.2k | 641.00 | 6.48 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $4.1k | 12.00 | 345.25 | |
| Roblox Corp (RBLX) | 0.0 | $4.1k | 71.00 | 58.30 | |
| Connectone Banc (CNOB) | 0.0 | $4.1k | 168.00 | 24.31 | |
| SLM Corporation (SLM) | 0.0 | $4.1k | 139.00 | 29.37 | |
| Innoviva (INVA) | 0.0 | $4.1k | 225.00 | 18.13 | |
| Radware Ltd ord (RDWR) | 0.0 | $4.1k | 188.00 | 21.62 | |
| NetScout Systems (NTCT) | 0.0 | $4.0k | 190.00 | 21.01 | |
| Veracyte (VCYT) | 0.0 | $4.0k | 134.00 | 29.65 | |
| NorthWestern Corporation (NWE) | 0.0 | $3.9k | 68.00 | 57.87 | |
| Definitive Healthcare Corp (DH) | 0.0 | $3.9k | 1.3k | 2.89 | |
| Spotify Technology Sa (SPOT) | 0.0 | $3.9k | 7.00 | 550.00 | |
| Aersale Corp (ASLE) | 0.0 | $3.8k | 507.00 | 7.49 | |
| Nov (NOV) | 0.0 | $3.8k | 248.00 | 15.22 | |
| AtriCure (ATRC) | 0.0 | $3.7k | 116.00 | 32.26 | |
| Legacy Housing Corp (LEGH) | 0.0 | $3.7k | 147.00 | 25.22 | |
| Rev (REVG) | 0.0 | $3.7k | 116.00 | 31.60 | |
| Arvinas Ord (ARVN) | 0.0 | $3.6k | 520.00 | 7.02 | |
| Toro Company (TTC) | 0.0 | $3.6k | 50.00 | 72.74 | |
| Mrc Global Inc cmn (MRC) | 0.0 | $3.6k | 310.00 | 11.48 | |
| Air Lease Corp (AL) | 0.0 | $3.5k | 73.00 | 48.32 | |
| Axalta Coating Sys (AXTA) | 0.0 | $3.5k | 105.00 | 33.17 | |
| Onewater Marine Inc cl a (ONEW) | 0.0 | $3.5k | 215.00 | 16.18 | |
| Watts Water Technologies (WTS) | 0.0 | $3.5k | 17.00 | 203.94 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $3.5k | 454.00 | 7.63 | |
| Associated Banc- (ASB) | 0.0 | $3.4k | 153.00 | 22.53 | |
| Primoris Services (PRIM) | 0.0 | $3.4k | 60.00 | 57.42 | |
| Actuant Corp (EPAC) | 0.0 | $3.4k | 76.00 | 44.86 | |
| Tesla Motors (TSLA) | 0.0 | $3.4k | 13.00 | 259.15 | |
| Martin Marietta Materials (MLM) | 0.0 | $3.3k | 7.00 | 478.14 | |
| Onespan (OSPN) | 0.0 | $3.3k | 218.00 | 15.25 | |
| Byrna Technologies (BYRN) | 0.0 | $3.3k | 197.00 | 16.84 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $3.3k | 376.00 | 8.79 | |
| Twist Bioscience Corp (TWST) | 0.0 | $3.3k | 83.00 | 39.27 | |
| Propetro Hldg (PUMP) | 0.0 | $3.3k | 443.00 | 7.35 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $3.3k | 10.00 | 325.50 | |
| Roku (ROKU) | 0.0 | $3.2k | 46.00 | 70.43 | |
| Limbach Hldgs (LMB) | 0.0 | $3.2k | 43.00 | 74.47 | |
| Walgreen Boots Alliance | 0.0 | $3.2k | 286.00 | 11.17 | |
| Pebblebrook Hotel Trust (PEB) | 0.0 | $3.2k | 313.00 | 10.13 | |
| Waste Connections (WCN) | 0.0 | $3.1k | 16.00 | 195.19 | |
| Summit Hotel Properties (INN) | 0.0 | $3.0k | 554.00 | 5.41 | |
| Apache | 0.0 | $3.0k | 142.00 | 21.02 | |
| Riot Blockchain (RIOT) | 0.0 | $3.0k | 416.00 | 7.12 | |
| Lo (LOCO) | 0.0 | $2.9k | 283.00 | 10.30 | |
| American Water Works (AWK) | 0.0 | $2.8k | 19.00 | 147.53 | |
| Comcast Corporation (CMCSA) | 0.0 | $2.7k | 74.00 | 36.91 | |
| Akamai Technologies (AKAM) | 0.0 | $2.6k | 32.00 | 80.50 | |
| Laboratory Corp. of America Holdings | 0.0 | $2.6k | 11.00 | 232.73 | |
| Invesco S&p International Developed Quality Etf etf (IDHQ) | 0.0 | $2.3k | 78.00 | 29.94 | |
| Raymond James Financial (RJF) | 0.0 | $2.2k | 16.00 | 138.94 | |
| Delta Air Lines (DAL) | 0.0 | $2.1k | 49.00 | 43.59 | |
| Verint Systems (VRNT) | 0.0 | $1.8k | 99.00 | 17.85 | |
| iShares MSCI Austria Investable Mkt (EWO) | 0.0 | $1.2k | 49.00 | 25.12 | |
| Pagerduty (PD) | 0.0 | $1.2k | 66.00 | 18.27 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.0 | $1.0k | 8.00 | 130.50 | |
| Technipfmc (FTI) | 0.0 | $1.0k | 32.00 | 31.69 | |
| Match Group (MTCH) | 0.0 | $998.000000 | 32.00 | 31.19 | |
| Trimble Navigation (TRMB) | 0.0 | $985.000500 | 15.00 | 65.67 | |
| Corteva (CTVA) | 0.0 | $881.000400 | 14.00 | 62.93 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $805.996800 | 72.00 | 11.19 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $800.999700 | 31.00 | 25.84 | |
| Cognyte Software (CGNT) | 0.0 | $772.002000 | 99.00 | 7.80 | |
| Archrock (AROC) | 0.0 | $735.000000 | 28.00 | 26.25 | |
| Kodiak Gas Svcs (KGS) | 0.0 | $709.000200 | 19.00 | 37.32 | |
| CRA International (CRAI) | 0.0 | $693.000000 | 4.00 | 173.25 | |
| IAC/InterActive | 0.0 | $688.999500 | 15.00 | 45.93 | |
| ProAssurance Corporation (PRA) | 0.0 | $676.999200 | 29.00 | 23.34 | |
| AZZ Incorporated (AZZ) | 0.0 | $669.000000 | 8.00 | 83.62 | |
| Ranger Energy Svcs (RNGR) | 0.0 | $653.002200 | 46.00 | 14.20 | |
| Azek (AZEK) | 0.0 | $636.000300 | 13.00 | 48.92 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $622.000500 | 11.00 | 56.55 | |
| Crispr Therapeutics (CRSP) | 0.0 | $613.000800 | 18.00 | 34.06 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $605.999800 | 14.00 | 43.29 | |
| Square Inc cl a (XYZ) | 0.0 | $597.999600 | 11.00 | 54.36 | |
| Porch Group (PRCH) | 0.0 | $598.001400 | 82.00 | 7.29 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $590.000000 | 8.00 | 73.75 | |
| Hanmi Financial (HAFC) | 0.0 | $588.998800 | 26.00 | 22.65 | |
| Urban Outfitters (URBN) | 0.0 | $575.999600 | 11.00 | 52.36 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $573.999400 | 26.00 | 22.08 | |
| Excelerate Energy Inc-a (EE) | 0.0 | $574.000000 | 20.00 | 28.70 | |
| Colony Bank (CBAN) | 0.0 | $565.001500 | 35.00 | 16.14 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $563.999800 | 19.00 | 29.68 | |
| Dolby Laboratories (DLB) | 0.0 | $561.999900 | 7.00 | 80.29 | |
| Community Trust Ban (CTBI) | 0.0 | $553.999600 | 11.00 | 50.36 | |
| United Natural Foods (UNFI) | 0.0 | $548.000000 | 20.00 | 27.40 | |
| Innodata Isogen (INOD) | 0.0 | $538.000500 | 15.00 | 35.87 | |
| Ponce Finl Group (PDLB) | 0.0 | $532.001400 | 42.00 | 12.67 | |
| Gray Television (GTN) | 0.0 | $527.003400 | 122.00 | 4.32 | |
| Gogo (GOGO) | 0.0 | $526.003000 | 61.00 | 8.62 | |
| Compugen (CGEN) | 0.0 | $523.002200 | 358.00 | 1.46 | |
| Riskified (RSKD) | 0.0 | $522.003500 | 113.00 | 4.62 | |
| Caredx (CDNA) | 0.0 | $478.998900 | 27.00 | 17.74 | |
| Capricor Therapeutics (CAPR) | 0.0 | $408.001200 | 43.00 | 9.49 | |
| Akero Therapeutics (AKRO) | 0.0 | $405.000000 | 10.00 | 40.50 | |
| Stratasys (SSYS) | 0.0 | $392.000000 | 40.00 | 9.80 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $384.001200 | 36.00 | 10.67 | |
| Flexsteel Industries (FLXS) | 0.0 | $365.000000 | 10.00 | 36.50 | |
| Advansix (ASIX) | 0.0 | $340.000500 | 15.00 | 22.67 | |
| Strategic Education (STRA) | 0.0 | $336.000000 | 4.00 | 84.00 | |
| Colfax Corp (ENOV) | 0.0 | $306.000000 | 8.00 | 38.25 | |
| Beam Therapeutics (BEAM) | 0.0 | $292.999500 | 15.00 | 19.53 | |
| Uipath Inc Cl A (PATH) | 0.0 | $287.999600 | 28.00 | 10.29 | |
| Cerus Corporation (CERS) | 0.0 | $266.995200 | 192.00 | 1.39 | |
| Entrada Therapeutics (TRDA) | 0.0 | $262.000500 | 29.00 | 9.03 | |
| Materalise Nv (MTLS) | 0.0 | $260.998500 | 53.00 | 4.92 | |
| Redwire Corporation (RDW) | 0.0 | $231.999600 | 28.00 | 8.29 | |
| Unity Software (U) | 0.0 | $196.000000 | 10.00 | 19.60 | |
| Teladoc (TDOC) | 0.0 | $118.999500 | 15.00 | 7.93 | |
| Pacific Biosciences of California (PACB) | 0.0 | $113.001600 | 96.00 | 1.18 | |
| 10x Genomics Inc Cl A (TXG) | 0.0 | $105.000000 | 12.00 | 8.75 | |
| Intellia Therapeutics (NTLA) | 0.0 | $84.999600 | 12.00 | 7.08 | |
| Tusimple Hldgs (TSPH) | 0.0 | $25.997400 | 66.00 | 0.39 |