C M Bidwell & Associates as of June 30, 2025
Portfolio Holdings for C M Bidwell & Associates
C M Bidwell & Associates holds 446 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Index (IWB) | 9.4 | $18M | 53k | 339.57 | |
| Vanguard Short-Term Bond ETF (BSV) | 6.4 | $12M | 157k | 78.70 | |
| Vanguard Total Stock Market ETF (VTI) | 4.0 | $7.7M | 25k | 303.93 | |
| iShares Russell 2000 Index (IWM) | 3.8 | $7.2M | 34k | 215.79 | |
| iShares S&P 500 Index (IVV) | 3.4 | $6.6M | 11k | 620.90 | |
| Vanguard S&p 500 Etf idx (VOO) | 3.4 | $6.5M | 11k | 568.03 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 3.2 | $6.2M | 58k | 106.79 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 3.1 | $6.0M | 119k | 50.27 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 2.8 | $5.5M | 225k | 24.38 | |
| Ishares Tr core strm usbd (ISTB) | 2.5 | $4.8M | 98k | 48.65 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 2.2 | $4.3M | 70k | 60.94 | |
| Vanguard Europe Pacific ETF (VEA) | 2.2 | $4.2M | 73k | 57.01 | |
| Vanguard Total Bond Market ETF (BND) | 2.1 | $4.0M | 55k | 73.63 | |
| Schwab Strategic Tr 0 (SCHP) | 1.7 | $3.4M | 126k | 26.68 | |
| Dimensional Etf Trust (DFAC) | 1.7 | $3.3M | 92k | 35.84 | |
| Schwab U S Broad Market ETF (SCHB) | 1.6 | $3.0M | 127k | 23.83 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 1.5 | $2.9M | 38k | 77.34 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 1.5 | $2.9M | 119k | 24.44 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 1.4 | $2.6M | 53k | 49.03 | |
| Dimensional Etf Trust (DFAX) | 1.3 | $2.6M | 88k | 29.37 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 1.3 | $2.5M | 35k | 72.69 | |
| Schwab U S Small Cap ETF (SCHA) | 1.3 | $2.4M | 97k | 25.30 | |
| NVIDIA Corporation (NVDA) | 1.2 | $2.3M | 15k | 157.99 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.0M | 4.0k | 497.41 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 1.0 | $2.0M | 86k | 23.24 | |
| Schwab International Equity ETF (SCHF) | 1.0 | $2.0M | 89k | 22.10 | |
| Apple (AAPL) | 0.8 | $1.5M | 7.4k | 205.17 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.7 | $1.4M | 10k | 133.31 | |
| Vanguard Small-Cap ETF (VB) | 0.7 | $1.3M | 5.6k | 236.98 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.7 | $1.3M | 6.8k | 195.01 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.7 | $1.3M | 6.3k | 204.67 | |
| Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.2M | 25k | 49.46 | |
| Amazon (AMZN) | 0.6 | $1.2M | 5.5k | 219.39 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.6 | $1.2M | 14k | 83.48 | |
| Ishares Tr core msci intl (IDEV) | 0.6 | $1.1M | 15k | 76.04 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $1.1M | 6.2k | 176.23 | |
| Facebook Inc cl a (META) | 0.5 | $1.0M | 1.4k | 738.09 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $1.0M | 9.8k | 104.48 | |
| Netflix (NFLX) | 0.5 | $1.0M | 750.00 | 1339.13 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.5 | $959k | 32k | 30.14 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.5 | $928k | 8.7k | 106.34 | |
| Royal Caribbean Cruises (RCL) | 0.5 | $921k | 2.9k | 313.14 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.5 | $914k | 35k | 26.50 | |
| Vanguard Value ETF (VTV) | 0.5 | $896k | 5.1k | 176.75 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.4 | $841k | 9.6k | 87.22 | |
| Vanguard Total World Stock Idx (VT) | 0.4 | $826k | 6.4k | 128.53 | |
| Dimensional Etf Trust (DFSV) | 0.4 | $808k | 28k | 29.43 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $783k | 1.3k | 617.84 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.4 | $769k | 13k | 58.78 | |
| Dimensional Etf Trust (DFAU) | 0.4 | $755k | 18k | 42.36 | |
| Howmet Aerospace (HWM) | 0.4 | $725k | 3.9k | 186.13 | |
| Dimensional International Small Cap Value ETF (DISV) | 0.4 | $722k | 22k | 32.91 | |
| AmerisourceBergen (COR) | 0.3 | $665k | 2.2k | 299.85 | |
| Dimensional International Core Equity 2 ETF (DFIC) | 0.3 | $658k | 21k | 31.09 | |
| Coinbase Global (COIN) | 0.3 | $657k | 1.9k | 350.49 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.3 | $649k | 5.1k | 128.41 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $636k | 6.4k | 99.20 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $615k | 7.7k | 79.50 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $614k | 2.1k | 289.91 | |
| Constellation Energy (CEG) | 0.3 | $604k | 1.9k | 322.76 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.3 | $583k | 4.3k | 135.04 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.3 | $560k | 3.4k | 164.46 | |
| Vanguard Large-Cap ETF (VV) | 0.3 | $535k | 1.9k | 285.30 | |
| Republic Services (RSG) | 0.3 | $527k | 2.1k | 246.61 | |
| Invesco Exchng Traded Fd Tr calif amt mun (PWZ) | 0.3 | $517k | 22k | 23.34 | |
| Boston Scientific Corporation (BSX) | 0.3 | $508k | 4.7k | 107.41 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.3 | $505k | 7.3k | 69.09 | |
| Cisco Systems (CSCO) | 0.3 | $491k | 7.1k | 69.38 | |
| Dimensional Etf Trust (DFAI) | 0.2 | $455k | 13k | 34.57 | |
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.2 | $451k | 8.9k | 50.92 | |
| Paypal Holdings (PYPL) | 0.2 | $438k | 5.9k | 74.32 | |
| Sprouts Fmrs Mkt (SFM) | 0.2 | $403k | 2.4k | 164.64 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $400k | 4.4k | 91.11 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.2 | $397k | 1.8k | 224.92 | |
| Gilead Sciences (GILD) | 0.2 | $395k | 3.6k | 110.87 | |
| Insulet Corporation (PODD) | 0.2 | $391k | 1.2k | 314.18 | |
| International Business Machines (IBM) | 0.2 | $381k | 1.3k | 294.78 | |
| ResMed (RMD) | 0.2 | $374k | 1.5k | 258.00 | |
| Progressive Corporation (PGR) | 0.2 | $345k | 1.3k | 266.86 | |
| Reddit (RDDT) | 0.2 | $342k | 2.3k | 150.57 | |
| Arista Networks (ANET) | 0.2 | $341k | 3.3k | 102.31 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.2 | $340k | 4.2k | 80.12 | |
| Dimensional Etf Trust (DFLV) | 0.2 | $338k | 11k | 31.02 | |
| Amphenol Corporation (APH) | 0.2 | $330k | 3.3k | 98.75 | |
| Metropcs Communications (TMUS) | 0.2 | $327k | 1.4k | 238.26 | |
| Applovin Corp Class A (APP) | 0.2 | $319k | 910.00 | 350.08 | |
| Blackrock (BLK) | 0.2 | $314k | 299.00 | 1049.25 | |
| Twilio Inc cl a (TWLO) | 0.2 | $312k | 2.5k | 124.36 | |
| Pfizer (PFE) | 0.2 | $310k | 13k | 24.24 | |
| Baker Hughes A Ge Company (BKR) | 0.2 | $301k | 7.9k | 38.34 | |
| Fox Corp (FOXA) | 0.2 | $292k | 5.2k | 56.04 | |
| S&p Global (SPGI) | 0.2 | $290k | 549.00 | 527.29 | |
| Tyler Technologies (TYL) | 0.1 | $287k | 484.00 | 592.84 | |
| Philip Morris International (PM) | 0.1 | $285k | 1.6k | 182.13 | |
| Assurant (AIZ) | 0.1 | $285k | 1.4k | 197.49 | |
| Ferrari Nv Ord (RACE) | 0.1 | $284k | 579.00 | 490.74 | |
| Cme (CME) | 0.1 | $280k | 1.0k | 275.62 | |
| Pilgrim's Pride Corporation (PPC) | 0.1 | $278k | 6.2k | 44.98 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $276k | 1.7k | 166.11 | |
| Doximity (DOCS) | 0.1 | $272k | 4.4k | 61.34 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $272k | 1.1k | 242.85 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $271k | 4.5k | 60.03 | |
| Lam Research (LRCX) | 0.1 | $270k | 2.8k | 97.34 | |
| Kinder Morgan (KMI) | 0.1 | $268k | 9.1k | 29.40 | |
| Dimensional Etf Trust (DFAE) | 0.1 | $267k | 9.2k | 28.95 | |
| McDonald's Corporation (MCD) | 0.1 | $266k | 909.00 | 292.17 | |
| Columbia Etf Tr I multi sec muni (MUST) | 0.1 | $264k | 13k | 20.12 | |
| Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $258k | 4.3k | 59.81 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $256k | 2.7k | 95.95 | |
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $252k | 6.0k | 42.26 | |
| D Spdr Index Shs Fds (SPGM) | 0.1 | $245k | 3.6k | 69.00 | |
| Cintas Corporation (CTAS) | 0.1 | $245k | 1.1k | 222.87 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $244k | 349.00 | 698.47 | |
| Okta Inc cl a (OKTA) | 0.1 | $241k | 2.4k | 99.97 | |
| American Centy Etf Tr diversified mu (TAXF) | 0.1 | $240k | 4.9k | 48.93 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $239k | 491.00 | 485.77 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $236k | 2.3k | 103.07 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $235k | 2.0k | 117.00 | |
| Exelon Corporation (EXC) | 0.1 | $228k | 5.3k | 43.42 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $226k | 3.1k | 73.47 | |
| Encompass Health Corp (EHC) | 0.1 | $223k | 1.8k | 122.63 | |
| Manulife Finl Corp (MFC) | 0.1 | $218k | 6.8k | 31.96 | |
| Uber Technologies (UBER) | 0.1 | $211k | 2.3k | 93.30 | |
| Rydex S&P Equal Weight ETF | 0.1 | $209k | 1.2k | 181.74 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $206k | 991.00 | 207.62 | |
| Cbre Group Inc Cl A (CBRE) | 0.1 | $205k | 1.5k | 140.12 | |
| CF Industries Holdings (CF) | 0.1 | $204k | 2.2k | 92.00 | |
| Newmont Mining Corporation (NEM) | 0.1 | $201k | 3.5k | 58.26 | |
| Stryker Corporation (SYK) | 0.1 | $200k | 506.00 | 395.63 | |
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.1 | $199k | 4.0k | 49.64 | |
| Veeva Sys Inc cl a (VEEV) | 0.1 | $196k | 682.00 | 287.98 | |
| Rubrik (RBRK) | 0.1 | $196k | 2.2k | 89.59 | |
| Wal-Mart Stores (WMT) | 0.1 | $194k | 2.0k | 97.78 | |
| Ishares Tr intl dev ql fc (IQLT) | 0.1 | $191k | 4.4k | 43.22 | |
| Dimensional Etf Trust (DFEM) | 0.1 | $190k | 6.4k | 29.68 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $182k | 650.00 | 280.02 | |
| Dimensional Etf Trust (DFAW) | 0.1 | $178k | 2.7k | 67.08 | |
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.1 | $176k | 4.3k | 40.67 | |
| Northern Trust Corporation (NTRS) | 0.1 | $173k | 1.4k | 126.79 | |
| Equinix (EQIX) | 0.1 | $168k | 211.00 | 795.47 | |
| Roper Industries (ROP) | 0.1 | $165k | 291.00 | 566.84 | |
| O'reilly Automotive (ORLY) | 0.1 | $157k | 1.7k | 90.13 | |
| Synopsys (SNPS) | 0.1 | $155k | 302.00 | 512.68 | |
| Dover Corporation (DOV) | 0.1 | $155k | 843.00 | 183.23 | |
| Vanguard Growth ETF (VUG) | 0.1 | $154k | 351.00 | 438.40 | |
| Ecolab (ECL) | 0.1 | $152k | 564.00 | 269.44 | |
| Watts Water Technologies (WTS) | 0.1 | $151k | 614.00 | 245.89 | |
| Dupont De Nemours (DD) | 0.1 | $150k | 2.2k | 68.59 | |
| Vici Pptys (VICI) | 0.1 | $148k | 4.5k | 32.60 | |
| Ishares Inc em mkt min vol (EEMV) | 0.1 | $146k | 2.3k | 62.80 | |
| Leidos Holdings (LDOS) | 0.1 | $146k | 922.00 | 157.76 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $143k | 1.3k | 110.07 | |
| Realty Income (O) | 0.1 | $141k | 2.4k | 57.61 | |
| Nutanix Inc cl a (NTNX) | 0.1 | $136k | 1.8k | 76.44 | |
| Emcor (EME) | 0.1 | $133k | 248.00 | 534.89 | |
| Amgen (AMGN) | 0.1 | $129k | 462.00 | 279.21 | |
| Dimensional Etf Trust (DFAT) | 0.1 | $128k | 2.4k | 53.96 | |
| TJX Companies (TJX) | 0.1 | $124k | 1.0k | 123.49 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $123k | 2.0k | 62.02 | |
| Williams Companies (WMB) | 0.1 | $121k | 1.9k | 62.81 | |
| Carvana Co cl a (CVNA) | 0.1 | $120k | 356.00 | 336.96 | |
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $118k | 1.1k | 107.83 | |
| Invesco Exchng Traded Fd Tr ftse rafi sml (PDN) | 0.1 | $116k | 3.0k | 38.92 | |
| Itron (ITRI) | 0.1 | $115k | 877.00 | 131.63 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $114k | 3.9k | 29.21 | |
| Duke Energy (DUK) | 0.1 | $111k | 941.00 | 118.00 | |
| Dimensional Etf Trust (DFAS) | 0.1 | $110k | 1.7k | 63.71 | |
| Byrna Technologies (BYRN) | 0.1 | $106k | 3.4k | 30.88 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.1 | $104k | 1.1k | 90.12 | |
| Masimo Corporation (MASI) | 0.1 | $100k | 597.00 | 168.22 | |
| Mednax (MD) | 0.1 | $100k | 7.0k | 14.35 | |
| Frontdoor (FTDR) | 0.1 | $99k | 1.7k | 58.94 | |
| SkyWest (SKYW) | 0.1 | $97k | 937.00 | 102.97 | |
| Vanguard Wellington (VTES) | 0.0 | $94k | 932.00 | 100.93 | |
| Brinker International (EAT) | 0.0 | $93k | 517.00 | 180.33 | |
| Schwab (SWSBX) | 0.0 | $92k | 9.5k | 9.67 | |
| Coherent Corp (COHR) | 0.0 | $91k | 1.0k | 89.21 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $91k | 1.8k | 49.92 | |
| Nextracker (NXT) | 0.0 | $89k | 1.6k | 54.37 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $88k | 1.0k | 84.81 | |
| Enact Hldgs (ACT) | 0.0 | $84k | 2.3k | 37.15 | |
| Gulfport Energy Corp (GPOR) | 0.0 | $84k | 415.00 | 201.17 | |
| New Residential Investment (RITM) | 0.0 | $83k | 7.4k | 11.29 | |
| Ego (EGO) | 0.0 | $83k | 4.1k | 20.34 | |
| Lyft (LYFT) | 0.0 | $83k | 5.3k | 15.76 | |
| Talen Energy Corp (TLN) | 0.0 | $82k | 282.00 | 290.77 | |
| Columbia Banking System (COLB) | 0.0 | $80k | 3.4k | 23.38 | |
| Commerce Bancshares (CBSH) | 0.0 | $79k | 1.3k | 62.17 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $78k | 1.2k | 65.25 | |
| Liveramp Holdings (RAMP) | 0.0 | $77k | 2.3k | 33.04 | |
| Federated Investors (FHI) | 0.0 | $77k | 1.7k | 44.32 | |
| Dimensional Etf Trust (DFIV) | 0.0 | $75k | 1.8k | 42.83 | |
| Virtu Financial Inc Class A (VIRT) | 0.0 | $75k | 1.7k | 44.79 | |
| Trustmark Corporation (TRMK) | 0.0 | $74k | 2.0k | 36.46 | |
| Arcutis Biotherapeutics (ARQT) | 0.0 | $74k | 5.3k | 14.02 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $74k | 1.9k | 39.17 | |
| Ishares Inc msci world idx (URTH) | 0.0 | $73k | 432.00 | 169.21 | |
| Applied Industrial Technologies (AIT) | 0.0 | $73k | 313.00 | 232.45 | |
| Five9 (FIVN) | 0.0 | $73k | 2.7k | 26.48 | |
| Aptar (ATR) | 0.0 | $72k | 462.00 | 156.43 | |
| Root (ROOT) | 0.0 | $70k | 545.00 | 127.97 | |
| BioCryst Pharmaceuticals (BCRX) | 0.0 | $69k | 7.8k | 8.96 | |
| Kaiser Aluminum (KALU) | 0.0 | $69k | 865.00 | 79.90 | |
| Life Time Group Holdings (LTH) | 0.0 | $67k | 2.2k | 30.33 | |
| Cousins Properties (CUZ) | 0.0 | $66k | 2.2k | 30.03 | |
| Sprinklr (CXM) | 0.0 | $66k | 7.8k | 8.46 | |
| National Health Investors (NHI) | 0.0 | $65k | 926.00 | 70.12 | |
| Perdoceo Ed Corp (PRDO) | 0.0 | $65k | 2.0k | 32.69 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $64k | 504.00 | 126.29 | |
| Hilltop Holdings (HTH) | 0.0 | $63k | 2.1k | 30.35 | |
| Medpace Hldgs (MEDP) | 0.0 | $63k | 201.00 | 313.86 | |
| Moelis & Co (MC) | 0.0 | $62k | 995.00 | 62.32 | |
| Docusign (DOCU) | 0.0 | $60k | 767.00 | 77.89 | |
| Dimensional Etf Trust (DFSU) | 0.0 | $59k | 1.5k | 39.25 | |
| Casey's General Stores (CASY) | 0.0 | $58k | 114.00 | 510.27 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $58k | 526.00 | 110.42 | |
| Otter Tail Corporation (OTTR) | 0.0 | $57k | 741.00 | 77.09 | |
| Helix Energy Solutions (HLX) | 0.0 | $53k | 8.5k | 6.24 | |
| Ishares Tr cmn (STIP) | 0.0 | $53k | 515.00 | 102.91 | |
| Dimensional Etf Trust (DFSI) | 0.0 | $51k | 1.3k | 39.41 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $50k | 452.00 | 110.10 | |
| Post Holdings Inc Common (POST) | 0.0 | $49k | 452.00 | 109.03 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $49k | 173.00 | 284.39 | |
| Dimensional International Small Cap Etf (DFIS) | 0.0 | $48k | 1.6k | 29.84 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $43k | 264.00 | 162.30 | |
| Copart (CPRT) | 0.0 | $43k | 872.00 | 49.07 | |
| Invesco Ftse Rafi Emerging Markets Etf etf (PXH) | 0.0 | $43k | 1.8k | 23.39 | |
| Palantir Technologies (PLTR) | 0.0 | $41k | 303.00 | 136.32 | |
| Mondelez Int (MDLZ) | 0.0 | $41k | 607.00 | 67.44 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $41k | 1.3k | 31.76 | |
| Vanguard Materials ETF (VAW) | 0.0 | $36k | 185.00 | 194.83 | |
| Johnson & Johnson (JNJ) | 0.0 | $36k | 233.00 | 152.75 | |
| Mplx (MPLX) | 0.0 | $34k | 652.00 | 51.51 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $33k | 451.00 | 72.68 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $32k | 291.00 | 109.29 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $31k | 112.00 | 276.38 | |
| Dimensional Etf Trust (DFEV) | 0.0 | $31k | 1.0k | 29.99 | |
| Dimensional Etf Trust (DFSE) | 0.0 | $30k | 800.00 | 38.06 | |
| Costco Wholesale Corporation (COST) | 0.0 | $30k | 30.00 | 989.93 | |
| Primerica (PRI) | 0.0 | $28k | 103.00 | 273.67 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $27k | 53.00 | 512.30 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $27k | 100.00 | 269.33 | |
| Schwab Strategic Tr (SCHY) | 0.0 | $26k | 960.00 | 27.35 | |
| Robinhood Mkts (HOOD) | 0.0 | $26k | 272.00 | 93.63 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $24k | 124.00 | 194.23 | |
| Fortinet (FTNT) | 0.0 | $24k | 225.00 | 105.72 | |
| Network Associates Inc cl a (NET) | 0.0 | $24k | 121.00 | 195.83 | |
| Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.0 | $23k | 545.00 | 42.27 | |
| FedEx Corporation (FDX) | 0.0 | $23k | 100.00 | 227.31 | |
| Palo Alto Networks (PANW) | 0.0 | $22k | 108.00 | 204.64 | |
| Ishares Tr sustnble msci (SDG) | 0.0 | $20k | 266.00 | 75.86 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $19k | 210.00 | 92.34 | |
| Home Depot (HD) | 0.0 | $19k | 51.00 | 366.65 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $19k | 140.00 | 132.81 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $17k | 30.00 | 551.63 | |
| Steel Dynamics (STLD) | 0.0 | $16k | 128.00 | 128.01 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $16k | 182.00 | 89.39 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $16k | 32.00 | 499.97 | |
| Walgreen Boots Alliance | 0.0 | $16k | 1.4k | 11.48 | |
| Regal-beloit Corporation (RRX) | 0.0 | $15k | 39.00 | 384.79 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $15k | 177.00 | 84.06 | |
| CommVault Systems (CVLT) | 0.0 | $15k | 85.00 | 174.33 | |
| NVR (NVR) | 0.0 | $15k | 2.00 | 7385.50 | |
| Silicon Laboratories (SLAB) | 0.0 | $15k | 99.00 | 147.36 | |
| Visa (V) | 0.0 | $14k | 40.00 | 355.05 | |
| Advanced Micro Devices (AMD) | 0.0 | $14k | 100.00 | 141.90 | |
| Schwab U.s. Agg Bd Idx (SWAGX) | 0.0 | $14k | 1.6k | 8.95 | |
| Cyberark Software (CYBR) | 0.0 | $14k | 34.00 | 406.88 | |
| F5 Networks (FFIV) | 0.0 | $13k | 45.00 | 294.31 | |
| Franklin Templeton Etf Tr cmn (FLQM) | 0.0 | $13k | 240.00 | 54.31 | |
| FactSet Research Systems (FDS) | 0.0 | $13k | 29.00 | 447.28 | |
| Gra (GGG) | 0.0 | $12k | 144.00 | 85.97 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $12k | 75.00 | 161.33 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $11k | 86.00 | 133.03 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $11k | 124.00 | 90.98 | |
| Clorox Company (CLX) | 0.0 | $11k | 90.00 | 120.07 | |
| Phathom Pharmaceuticals (PHAT) | 0.0 | $11k | 1.1k | 9.59 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $11k | 60.00 | 177.38 | |
| Nucor Corporation (NUE) | 0.0 | $11k | 81.00 | 129.54 | |
| Shopify Inc cl a (SHOP) | 0.0 | $9.2k | 80.00 | 115.35 | |
| iShares Dow Jones US Industrial (IYJ) | 0.0 | $9.1k | 64.00 | 142.31 | |
| Draftkings (DKNG) | 0.0 | $9.1k | 212.00 | 42.89 | |
| Accenture (ACN) | 0.0 | $9.0k | 30.00 | 298.90 | |
| Commercial Metals Company (CMC) | 0.0 | $8.9k | 181.00 | 48.91 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $8.7k | 65.00 | 134.38 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $8.6k | 127.00 | 67.53 | |
| Utilities SPDR (XLU) | 0.0 | $8.2k | 101.00 | 81.66 | |
| Ark Etf Tr innovation etf (ARKK) | 0.0 | $8.0k | 114.00 | 70.29 | |
| Lowe's Companies (LOW) | 0.0 | $7.8k | 35.00 | 221.86 | |
| Fluor Corporation (FLR) | 0.0 | $7.6k | 148.00 | 51.27 | |
| Pool Corporation (POOL) | 0.0 | $7.6k | 26.00 | 291.46 | |
| Arcelormittal Cl A Ny Registry (MT) | 0.0 | $7.5k | 238.00 | 31.58 | |
| Roblox Corp (RBLX) | 0.0 | $7.5k | 71.00 | 105.20 | |
| NetApp (NTAP) | 0.0 | $7.5k | 70.00 | 106.54 | |
| Marvell Technology (MRVL) | 0.0 | $6.9k | 89.00 | 77.40 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $6.7k | 76.00 | 88.79 | |
| Qualys (QLYS) | 0.0 | $6.7k | 47.00 | 142.87 | |
| Jack Henry & Associates (JKHY) | 0.0 | $6.7k | 37.00 | 180.16 | |
| Nortonlifelock (GEN) | 0.0 | $6.6k | 223.00 | 29.40 | |
| Group 1 Automotive (GPI) | 0.0 | $6.6k | 15.00 | 436.73 | |
| MarketAxess Holdings (MKTX) | 0.0 | $6.5k | 29.00 | 223.34 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $6.4k | 29.00 | 221.24 | |
| Pitney Bowes (PBI) | 0.0 | $6.4k | 585.00 | 10.91 | |
| Verisign (VRSN) | 0.0 | $6.4k | 22.00 | 288.82 | |
| Ametek (AME) | 0.0 | $6.3k | 35.00 | 180.97 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $6.3k | 110.00 | 57.12 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $6.2k | 102.00 | 61.16 | |
| Limbach Hldgs (LMB) | 0.0 | $6.0k | 43.00 | 140.09 | |
| Centene Corporation (CNC) | 0.0 | $6.0k | 110.00 | 54.28 | |
| Avery Dennison Corporation (AVY) | 0.0 | $5.6k | 32.00 | 175.47 | |
| Radware Ltd ord (RDWR) | 0.0 | $5.5k | 188.00 | 29.44 | |
| Rev (REVG) | 0.0 | $5.5k | 116.00 | 47.59 | |
| Stonex Group (SNEX) | 0.0 | $5.5k | 60.00 | 91.13 | |
| Dimensional Etf Trust (DFSD) | 0.0 | $5.4k | 113.00 | 48.01 | |
| Spotify Technology Sa (SPOT) | 0.0 | $5.4k | 7.00 | 767.29 | |
| Rli (RLI) | 0.0 | $5.3k | 74.00 | 72.22 | |
| Enhabit Ord (EHAB) | 0.0 | $5.3k | 550.00 | 9.64 | |
| Definitive Healthcare Corp (DH) | 0.0 | $5.2k | 1.3k | 3.90 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.0 | $5.2k | 694.00 | 7.46 | |
| InterDigital (IDCC) | 0.0 | $5.2k | 23.00 | 224.22 | |
| Univest Corp. of PA (UVSP) | 0.0 | $5.0k | 168.00 | 30.04 | |
| UnitedHealth (UNH) | 0.0 | $5.0k | 16.00 | 312.00 | |
| Electronic Arts (EA) | 0.0 | $4.8k | 30.00 | 159.70 | |
| NetScout Systems (NTCT) | 0.0 | $4.7k | 190.00 | 24.81 | |
| Riot Blockchain (RIOT) | 0.0 | $4.7k | 416.00 | 11.30 | |
| Primoris Services (PRIM) | 0.0 | $4.7k | 60.00 | 77.93 | |
| Tecnoglass (TGLS) | 0.0 | $4.6k | 60.00 | 77.37 | |
| SLM Corporation (SLM) | 0.0 | $4.6k | 139.00 | 32.79 | |
| Innoviva (INVA) | 0.0 | $4.5k | 225.00 | 20.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.5k | 10.00 | 445.20 | |
| Bankunited (BKU) | 0.0 | $4.4k | 125.00 | 35.59 | |
| Hamilton Lane Inc Common (HLNE) | 0.0 | $4.4k | 31.00 | 142.13 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $4.4k | 454.00 | 9.64 | |
| Avista Corporation (AVA) | 0.0 | $4.4k | 115.00 | 37.95 | |
| Phillips Edison & Co (PECO) | 0.0 | $4.3k | 124.00 | 35.03 | |
| One Group Hospitality In (STKS) | 0.0 | $4.3k | 1.1k | 4.05 | |
| Healthcare Services (HCSG) | 0.0 | $4.3k | 285.00 | 15.03 | |
| Air Lease Corp (AL) | 0.0 | $4.3k | 73.00 | 58.49 | |
| Mrc Global Inc cmn (MRC) | 0.0 | $4.3k | 310.00 | 13.71 | |
| Tesla Motors (TSLA) | 0.0 | $4.1k | 13.00 | 317.69 | |
| Tenable Hldgs (TENB) | 0.0 | $4.1k | 122.00 | 33.78 | |
| Roku (ROKU) | 0.0 | $4.0k | 46.00 | 87.89 | |
| Connectone Banc (CNOB) | 0.0 | $3.9k | 168.00 | 23.16 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $3.8k | 32.00 | 120.25 | |
| Martin Marietta Materials (MLM) | 0.0 | $3.8k | 7.00 | 549.00 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $3.8k | 12.00 | 320.08 | |
| Arvinas Ord (ARVN) | 0.0 | $3.8k | 520.00 | 7.36 | |
| AtriCure (ATRC) | 0.0 | $3.8k | 116.00 | 32.77 | |
| ODP Corp. (ODP) | 0.0 | $3.8k | 209.00 | 18.13 | |
| Adapthealth Corp -a (AHCO) | 0.0 | $3.7k | 396.00 | 9.43 | |
| Associated Banc- (ASB) | 0.0 | $3.7k | 153.00 | 24.39 | |
| UFP Technologies (UFPT) | 0.0 | $3.7k | 15.00 | 244.13 | |
| Industrial Logistics pfds, reits (ILPT) | 0.0 | $3.6k | 800.00 | 4.55 | |
| Radian (RDN) | 0.0 | $3.6k | 101.00 | 36.02 | |
| Onespan (OSPN) | 0.0 | $3.6k | 218.00 | 16.69 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $3.6k | 10.00 | 362.30 | |
| Toro Company (TTC) | 0.0 | $3.5k | 50.00 | 70.68 | |
| NorthWestern Corporation (NWE) | 0.0 | $3.5k | 68.00 | 51.29 | |
| Upwork (UPWK) | 0.0 | $3.4k | 251.00 | 13.44 | |
| Legacy Housing Corp (LEGH) | 0.0 | $3.3k | 147.00 | 22.66 | |
| Veracyte (VCYT) | 0.0 | $3.2k | 118.00 | 27.03 | |
| Actuant Corp (EPAC) | 0.0 | $3.1k | 76.00 | 40.57 | |
| Nov (NOV) | 0.0 | $3.1k | 248.00 | 12.43 | |
| Spdr Ser Tr shrt trsry etf (SPTS) | 0.0 | $3.1k | 105.00 | 29.29 | |
| Twist Bioscience Corp (TWST) | 0.0 | $3.1k | 83.00 | 36.80 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $3.0k | 177.00 | 17.10 | |
| Waste Connections (WCN) | 0.0 | $3.0k | 16.00 | 186.75 | |
| Laboratory Corp. of America Holdings | 0.0 | $2.9k | 11.00 | 262.55 | |
| Summit Hotel Properties (INN) | 0.0 | $2.8k | 554.00 | 5.09 | |
| Propetro Hldg (PUMP) | 0.0 | $2.6k | 443.00 | 5.97 | |
| American Water Works (AWK) | 0.0 | $2.6k | 19.00 | 139.11 | |
| Comcast Corporation (CMCSA) | 0.0 | $2.6k | 74.00 | 35.69 | |
| Apache | 0.0 | $2.6k | 142.00 | 18.29 | |
| Invesco S&p International Developed Quality Etf etf (IDHQ) | 0.0 | $2.6k | 78.00 | 32.97 | |
| Akamai Technologies (AKAM) | 0.0 | $2.6k | 32.00 | 79.75 | |
| Raymond James Financial (RJF) | 0.0 | $2.5k | 16.00 | 153.38 | |
| Delta Air Lines (DAL) | 0.0 | $2.4k | 49.00 | 49.18 | |
| Verint Systems (VRNT) | 0.0 | $1.9k | 99.00 | 19.67 | |
| iShares MSCI Austria Investable Mkt (EWO) | 0.0 | $1.4k | 49.00 | 29.41 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.0 | $1.3k | 8.00 | 160.00 | |
| Trimble Navigation (TRMB) | 0.0 | $1.1k | 15.00 | 76.00 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $1.1k | 26.00 | 42.96 | |
| Technipfmc (FTI) | 0.0 | $1.1k | 32.00 | 34.44 | |
| Corteva (CTVA) | 0.0 | $1.0k | 14.00 | 74.50 | |
| Match Group (MTCH) | 0.0 | $988.000000 | 32.00 | 30.88 | |
| Porch Group (PRCH) | 0.0 | $967.001400 | 82.00 | 11.79 | |
| Cognyte Software (CGNT) | 0.0 | $914.997600 | 99.00 | 9.24 | |
| Gogo (GOGO) | 0.0 | $894.998100 | 61.00 | 14.67 | |
| iShares MSCI Brazil Index (EWZ) | 0.0 | $893.999700 | 31.00 | 28.84 | |
| Kratos Defense & Security Solutions (KTOS) | 0.0 | $883.000300 | 19.00 | 46.47 | |
| Crispr Therapeutics (CRSP) | 0.0 | $876.000600 | 18.00 | 48.67 | |
| Commscope Hldg (COMM) | 0.0 | $835.997200 | 101.00 | 8.28 | |
| Urban Outfitters (URBN) | 0.0 | $798.000500 | 11.00 | 72.55 | |
| ViaSat (VSAT) | 0.0 | $788.000400 | 54.00 | 14.59 | |
| Square Inc cl a (XYZ) | 0.0 | $747.000100 | 11.00 | 67.91 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $744.000600 | 14.00 | 53.14 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $724.996800 | 72.00 | 10.07 | |
| ProAssurance Corporation (PRA) | 0.0 | $662.000400 | 29.00 | 22.83 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $649.999900 | 11.00 | 59.09 | |
| Oscar Health Cl A Ord (OSCR) | 0.0 | $642.999000 | 30.00 | 21.43 | |
| Hanmi Financial (HAFC) | 0.0 | $641.999800 | 26.00 | 24.69 | |
| Compugen (CGEN) | 0.0 | $636.989400 | 358.00 | 1.78 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $624.000000 | 8.00 | 78.00 | |
| Titan International (TWI) | 0.0 | $616.002000 | 60.00 | 10.27 | |
| Par Petroleum (PARR) | 0.0 | $609.999100 | 23.00 | 26.52 | |
| Ponce Finl Group (PDLB) | 0.0 | $580.998600 | 42.00 | 13.83 | |
| Colony Bank (CBAN) | 0.0 | $575.998500 | 35.00 | 16.46 | |
| Organogenesis Hldgs (ORGO) | 0.0 | $574.996800 | 157.00 | 3.66 | |
| Tutor Perini Corporation (TPC) | 0.0 | $561.000000 | 12.00 | 46.75 | |
| IAC/InterActive | 0.0 | $559.999500 | 15.00 | 37.33 | |
| Gray Television (GTN) | 0.0 | $553.001600 | 122.00 | 4.53 | |
| Brookdale Senior Living (BKD) | 0.0 | $549.998000 | 79.00 | 6.96 | |
| Stoneco (STNE) | 0.0 | $544.999600 | 34.00 | 16.03 | |
| Foot Locker | 0.0 | $539.000000 | 22.00 | 24.50 | |
| CVR Energy (CVI) | 0.0 | $537.000000 | 20.00 | 26.85 | |
| Akero Therapeutics (AKRO) | 0.0 | $534.000000 | 10.00 | 53.40 | |
| Manitowoc Co Inc/the (MTW) | 0.0 | $528.998800 | 44.00 | 12.02 | |
| Amneal Pharmaceuticals (AMRX) | 0.0 | $525.999500 | 65.00 | 8.09 | |
| Barrick Mining Corp (B) | 0.0 | $520.000000 | 25.00 | 20.80 | |
| Fresh Del Monte Produce (FDP) | 0.0 | $519.000000 | 16.00 | 32.44 | |
| Harsco Corporation (NVRI) | 0.0 | $512.002000 | 59.00 | 8.68 | |
| Dana Holding Corporation (DAN) | 0.0 | $496.999100 | 29.00 | 17.14 | |
| Nu Skin Enterprises (NUS) | 0.0 | $495.001800 | 62.00 | 7.98 | |
| Brightspring Health Svcs (BTSG) | 0.0 | $494.999400 | 21.00 | 23.57 | |
| Pagerduty (PD) | 0.0 | $488.998400 | 32.00 | 15.28 | |
| O-i Glass (OI) | 0.0 | $486.000900 | 33.00 | 14.73 | |
| Hertz Global Holdings (HTZ) | 0.0 | $485.001000 | 71.00 | 6.83 | |
| Teekay Corporation (TK) | 0.0 | $478.001200 | 58.00 | 8.24 | |
| Stratasys (SSYS) | 0.0 | $459.000000 | 40.00 | 11.47 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $455.998400 | 44.00 | 10.36 | |
| Centuri Holdings (CTRI) | 0.0 | $449.000000 | 20.00 | 22.45 | |
| Community Health Systems (CYH) | 0.0 | $444.993900 | 131.00 | 3.40 | |
| Ttec Holdings (TTEC) | 0.0 | $442.998400 | 92.00 | 4.82 | |
| Stitch Fix (SFIX) | 0.0 | $413.996800 | 112.00 | 3.70 | |
| Diversified Healthcare Trust (DHC) | 0.0 | $358.000000 | 100.00 | 3.58 | |
| Uipath Inc Cl A (PATH) | 0.0 | $357.999600 | 28.00 | 12.79 | |
| Materalise Nv (MTLS) | 0.0 | $298.999500 | 53.00 | 5.64 | |
| Cerus Corporation (CERS) | 0.0 | $271.008000 | 192.00 | 1.41 | |
| Beam Therapeutics (BEAM) | 0.0 | $255.000000 | 15.00 | 17.00 | |
| Unity Software (U) | 0.0 | $242.000000 | 10.00 | 24.20 | |
| 10x Genomics Inc Cl A (TXG) | 0.0 | $138.999600 | 12.00 | 11.58 | |
| Teladoc (TDOC) | 0.0 | $130.999500 | 15.00 | 8.73 | |
| Pacific Biosciences of California (PACB) | 0.0 | $119.001600 | 96.00 | 1.24 | |
| Intellia Therapeutics (NTLA) | 0.0 | $113.000400 | 12.00 | 9.42 | |
| Angi Homeservices | 0.0 | $106.999900 | 7.00 | 15.29 | |
| Tusimple Hldgs (TSPH) | 0.0 | $19.998000 | 66.00 | 0.30 |