Ohe Financial

Cahill Financial Advisors as of June 30, 2025

Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 273 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
Vanguard Growth Index Fund Etf (VUG) 8.4 $68M 154k 438.40
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 5.2 $42M 449k 93.79
Vanguard Value Etf Etf (VTV) 5.0 $40M 228k 176.74
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.0 $32M 568k 57.01
Vanguard Total Bond Market Index Fund Etf (BND) 3.8 $30M 412k 73.63
Ishares S&p 500 Growth Etf Etf (IVW) 3.5 $29M 259k 110.10
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 3.2 $26M 726k 35.84
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.8 $23M 779k 29.37
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 2.6 $21M 254k 83.74
Ishares S&p 500 Value Etf Etf (IVE) 2.5 $21M 105k 195.42
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.5 $20M 109k 182.82
Vanguard Dividend Appreciation Index Fund Etf (VIG) 2.3 $18M 89k 204.67
Berkshire Hathaway Inc Class B Stock (BRK.B) 2.2 $18M 36k 485.76
Apple Stock (AAPL) 2.1 $17M 81k 205.17
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 2.0 $16M 659k 24.54
Capital Group International Focus Equity Etf Etf (CGXU) 1.9 $16M 578k 27.13
Vanguard Short-term Bond Etf Etf (BSV) 1.5 $12M 154k 78.70
Ishares U.s. Technology Etf Etf (IYW) 1.5 $12M 69k 173.27
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.3 $11M 174k 62.02
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 1.3 $11M 264k 40.02
Schwab U.s. Large-cap Etf Etf (SCHX) 1.1 $8.5M 349k 24.44
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.0 $8.3M 285k 29.21
Vanguard Mid-cap Etf Etf (VO) 0.9 $7.6M 27k 279.83
Schwab Us Dividend Equity Etf Etf (SCHD) 0.9 $7.6M 285k 26.50
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.8 $6.2M 68k 91.10
Invesco Buyback Achievers Etf Etf (PKW) 0.7 $6.0M 49k 123.60
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.7 $6.0M 105k 56.85
Microsoft Corporation Stock (MSFT) 0.7 $5.6M 11k 497.41
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.6 $5.1M 184k 27.67
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.6 $5.0M 50k 100.53
Matthews Emerging Markets Discovery Active Etf Etf (MEMS) 0.6 $4.8M 182k 26.18
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.6 $4.7M 95k 49.46
Invesco International Dividend Achievers Etf Etf (PID) 0.6 $4.7M 227k 20.50
Ishares Msci Eafe Value Etf Etf (EFV) 0.6 $4.5M 71k 63.48
Wisdomtree International High Dividend Fund Etf (DTH) 0.6 $4.5M 96k 46.33
Running Oak Efficient Growth Etf Etf (RUNN) 0.5 $4.1M 123k 33.84
Spdr S&p 500 Etf Etf (SPY) 0.5 $4.0M 6.4k 617.84
Vanguard Small-cap Value Etf Etf (VBR) 0.5 $3.9M 20k 195.01
Ishares Core High Dividend Etf Etf (HDV) 0.5 $3.8M 33k 117.17
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.5 $3.8M 76k 50.12
Schwab International Equity Etf Etf (SCHF) 0.5 $3.7M 166k 22.10
Schwab U.s. Small-cap Etf Etf (SCHA) 0.5 $3.6M 144k 25.30
Matthews Pacific Tiger Active Etf Etf (ASIA) 0.4 $3.5M 122k 29.23
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.4 $3.2M 36k 90.12
Ishares Russell 3000 Etf Etf (IWV) 0.4 $3.2M 9.0k 351.00
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $3.0M 4.8k 620.89
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.4 $2.9M 113k 25.60
Invesco Qqq Etf (QQQ) 0.4 $2.9M 5.2k 551.64
Vanguard Real Estate Etf Etf (VNQ) 0.3 $2.8M 31k 89.06
Ishares Russell 2000 Etf Etf (IWM) 0.3 $2.7M 12k 215.78
Amazon.com Stock (AMZN) 0.3 $2.6M 12k 219.39
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $2.6M 24k 109.29
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.3 $2.6M 26k 100.15
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $2.5M 17k 150.40
Brookfield Infrastructure Partners Stock (BIP) 0.3 $2.5M 76k 33.50
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $2.5M 14k 181.74
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $2.5M 27k 91.97
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $2.5M 22k 112.00
Ishares Core Growth Allocation Etf Etf (AOR) 0.3 $2.4M 38k 61.57
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $2.3M 7.6k 303.92
Alps International Sector Dividend Dogs Etf Etf (IDOG) 0.3 $2.3M 68k 33.92
Ishares Russell 1000 Etf Etf (IWB) 0.3 $2.3M 6.6k 339.56
3M Stock (MMM) 0.3 $2.2M 15k 152.24
Jpmorgan Municipal Etf Etf (JMUB) 0.3 $2.2M 45k 49.64
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.3 $2.2M 75k 29.18
Schwab International Dividend Equity Etf Etf (SCHY) 0.3 $2.2M 80k 27.35
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.3 $2.2M 51k 42.36
Royal Caribbean Cruises Stock (RCL) 0.3 $2.1M 6.8k 313.13
Nvidia Corporation Stock (NVDA) 0.3 $2.1M 13k 157.99
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.3 $2.1M 22k 94.63
Jpmorgan Chase & Co Stock (JPM) 0.2 $2.0M 6.9k 289.91
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $2.0M 63k 31.09
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $1.9M 39k 50.31
Mastercard Stock (MA) 0.2 $1.9M 3.5k 561.89
Ishares Msci Eafe Etf Etf (EFA) 0.2 $1.9M 22k 89.39
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM) 0.2 $1.9M 45k 42.16
Vanguard Small-cap Etf Etf (VB) 0.2 $1.9M 8.0k 236.99
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV) 0.2 $1.9M 52k 35.69
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.2 $1.7M 54k 31.76
Vanguard Information Technology Etf Etf (VGT) 0.2 $1.7M 2.5k 663.23
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $1.7M 60k 28.05
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $1.6M 19k 83.48
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.2 $1.6M 5.7k 276.94
Northern Oil & Gas Stock (NOG) 0.2 $1.6M 55k 28.35
Visa Stock (V) 0.2 $1.5M 4.3k 355.01
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.2 $1.5M 46k 33.01
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.2 $1.5M 24k 62.58
Unitedhealth Group Stock (UNH) 0.2 $1.4M 4.6k 311.94
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.4M 2.4k 568.09
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.2 $1.3M 34k 39.25
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $1.3M 9.9k 135.04
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.2 $1.3M 20k 65.54
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.2 $1.3M 12k 109.64
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.2 $1.3M 26k 49.86
Exxon Mobil Corporation Stock (XOM) 0.2 $1.3M 12k 107.80
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $1.3M 32k 40.78
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.3M 26k 49.03
Schwab U.s. Tips Etf Etf (SCHP) 0.2 $1.3M 47k 26.68
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.2 $1.2M 41k 29.97
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $1.2M 31k 39.41
Us Bancorp Stock (USB) 0.2 $1.2M 27k 45.25
Ibm Corp Stock (IBM) 0.2 $1.2M 4.1k 294.78
Lockheed Martin Corporation Stock (LMT) 0.2 $1.2M 2.6k 463.10
Honeywell International Stock (HON) 0.1 $1.2M 5.2k 232.87
Medtronic Stock (MDT) 0.1 $1.2M 14k 87.17
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA) 0.1 $1.2M 41k 28.65
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $1.1M 4.2k 269.30
Kinder Morgan Stock (KMI) 0.1 $1.1M 38k 29.40
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $1.1M 18k 60.03
Raytheon Technologies Corp Stock (RTX) 0.1 $1.1M 7.4k 146.02
Deere & Company Stock (DE) 0.1 $1.1M 2.1k 508.61
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $1.1M 6.5k 164.46
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $1.1M 23k 46.23
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $1.1M 19k 54.40
Alps Sector Dividend Dogs Etf Etf (SDOG) 0.1 $1.0M 18k 57.48
Caterpillar Stock (CAT) 0.1 $1.0M 2.7k 388.18
Costco Wholesale Corporation Stock (COST) 0.1 $1.0M 1.0k 989.65
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $1.0M 33k 30.14
Ishares National Muni Bond Etf Etf (MUB) 0.1 $1.0M 9.6k 104.48
Target Corporation Stock (TGT) 0.1 $999k 9.9k 100.54
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $987k 9.0k 109.50
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $970k 16k 62.74
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $943k 38k 24.81
Tortoise Energy Infra Corp Cef (TYG) 0.1 $941k 21k 43.89
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $928k 19k 49.51
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ) 0.1 $921k 25k 37.18
Alphabet Inc Class C Stock (GOOG) 0.1 $907k 5.1k 177.39
Vanguard Financials Index Fund Etf (VFH) 0.1 $907k 7.1k 127.30
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $904k 38k 23.83
Ecolab Stock (ECL) 0.1 $904k 3.4k 269.47
Vanguard Large Cap Etf Etf (VV) 0.1 $889k 3.1k 285.34
Vanguard High Dividend Yield Etf Etf (VYM) 0.1 $877k 6.6k 133.31
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $849k 11k 76.04
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $843k 35k 23.80
Fidelity Limited Term Bond Etf Etf (FLTB) 0.1 $836k 17k 50.40
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.1 $836k 36k 23.24
Home Depot Stock (HD) 0.1 $833k 2.3k 366.71
Pimco Corporate & Income Oppor Cef (PTY) 0.1 $831k 60k 13.91
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $767k 7.7k 99.48
Broadcom Stock (AVGO) 0.1 $746k 2.7k 275.68
Wells Fargo & Co Stock (WFC) 0.1 $725k 9.1k 80.12
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.1 $670k 13k 50.65
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.1 $667k 11k 60.94
Oracle Corporation Stock (ORCL) 0.1 $664k 3.0k 218.63
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $657k 13k 50.68
Verizon Communications Stock (VZ) 0.1 $617k 14k 43.27
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $611k 8.1k 75.11
Blackrock Etf Trust Ii Ishares High Yie Etf (HIMU) 0.1 $603k 12k 48.63
Ishares International Select Dividend Etf Etf (IDV) 0.1 $592k 17k 34.51
Cisco Systems Stock (CSCO) 0.1 $589k 8.5k 69.38
Ishares Mbs Etf Etf (MBB) 0.1 $587k 6.2k 93.89
Main Str Cap Corp Cef (MAIN) 0.1 $585k 9.9k 59.10
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $576k 27k 21.16
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.1 $569k 7.4k 77.31
Ch Robinson Worldwide Stock (CHRW) 0.1 $565k 5.9k 96.15
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $554k 10k 55.24
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $540k 6.7k 80.11
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.1 $536k 10k 51.44
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $532k 2.7k 194.23
Etfmg Prime Cyber Security Etf Etf (HACK) 0.1 $531k 6.2k 86.37
Air Products & Chemicals Stock (APD) 0.1 $530k 1.9k 282.09
Pfizer Stock (PFE) 0.1 $528k 22k 24.24
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $526k 2.8k 188.66
Bank Of America Corp Stock (BAC) 0.1 $523k 11k 47.32
Abbvie Stock (ABBV) 0.1 $523k 2.8k 185.62
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.1 $521k 9.9k 52.43
Xcel Energy Stock (XEL) 0.1 $512k 7.5k 68.10
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $507k 7.8k 65.35
Johnson & Johnson Stock (JNJ) 0.1 $507k 3.3k 152.73
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.1 $500k 24k 20.77
Philip Morris International Stock (PM) 0.1 $491k 2.7k 182.12
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $486k 8.8k 55.10
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $484k 7.0k 69.09
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $479k 5.6k 84.81
Altria Group Stock (MO) 0.1 $475k 8.1k 58.63
Facebook Stock (META) 0.1 $475k 643.00 738.27
Williams Cos Stock (WMB) 0.1 $475k 7.6k 62.81
Ford Motor Company Stock (F) 0.1 $472k 44k 10.85
Chevron Corporation Stock (CVX) 0.1 $472k 3.3k 143.21
Vanguard Total World Stock Etf Etf (VT) 0.1 $470k 3.7k 128.52
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.1 $460k 19k 24.38
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.1 $455k 18k 25.35
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $454k 20k 22.98
Vaneck Vectors High Yield Muni Etf Etf (HYD) 0.1 $448k 8.9k 50.21
At&t Stock (T) 0.1 $434k 15k 28.94
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $432k 1.9k 226.46
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL) 0.1 $429k 3.8k 113.07
Mcdonald's Corp Stock (MCD) 0.1 $421k 1.4k 292.26
Rockwell Automation Stock (ROK) 0.1 $420k 1.3k 332.12
Applied Materials Stock (AMAT) 0.1 $418k 2.3k 183.10
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $416k 3.2k 128.41
Solventum Corp Stock (SOLV) 0.1 $409k 5.4k 75.84
Tractor Supply Company Stock (TSCO) 0.1 $408k 7.7k 52.77
Cbre Group Stock (CBRE) 0.1 $408k 2.9k 140.12
Gilead Sciences Stock (GILD) 0.0 $402k 3.6k 110.87
Ishares Global Healthcare Etf Etf (IXJ) 0.0 $398k 4.6k 86.09
Pepsico Stock (PEP) 0.0 $397k 3.0k 132.02
Idexx Laboratories Stock (IDXX) 0.0 $393k 733.00 536.34
Church & Dwight Stock (CHD) 0.0 $387k 4.0k 96.10
Merck & Co Stock (MRK) 0.0 $376k 4.7k 79.15
Seagate Technology Stock (STX) 0.0 $372k 2.6k 144.33
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $371k 4.2k 88.26
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.0 $369k 15k 24.78
Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $366k 3.3k 112.34
Realty Income Corp Reit (O) 0.0 $364k 6.3k 57.61
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $364k 7.1k 50.92
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG) 0.0 $363k 9.2k 39.64
Prudential Finl Stock (PRU) 0.0 $362k 3.4k 107.45
General Electric Company Stock (GE) 0.0 $358k 1.4k 257.32
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $357k 2.3k 157.76
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $356k 4.3k 83.39
Invesco S&p 100 Equal Weight Etf Etf (EQWL) 0.0 $350k 3.2k 109.97
Accenture Stock (ACN) 0.0 $349k 1.2k 298.85
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $346k 1.4k 240.31
Cigna Corp Stock (CI) 0.0 $340k 1.0k 330.43
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $338k 6.7k 50.27
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.0 $336k 4.9k 68.22
Nextera Energy Stock (NEE) 0.0 $336k 4.8k 69.42
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $336k 6.5k 51.36
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $332k 5.3k 62.65
General Mills Stock (GIS) 0.0 $331k 6.4k 51.81
Alerian Mlp Etf Etf (AMLP) 0.0 $330k 6.8k 48.86
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) 0.0 $329k 4.3k 75.98
Totalenergies Se Adr (TTE) 0.0 $326k 5.3k 61.39
Newmont Corporation Stock (NEM) 0.0 $324k 5.6k 58.26
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $309k 1.1k 285.86
Wisdomtree International Midcap Dividend Fund Etf (DIM) 0.0 $304k 4.0k 75.31
Robo Global Robotics & Automation Etf Etf (ROBO) 0.0 $304k 5.1k 59.78
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $298k 3.3k 90.97
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $297k 2.9k 100.71
United Parcel Service Stock (UPS) 0.0 $293k 2.9k 100.93
Apollo Global Mgmt Stock (APO) 0.0 $292k 2.1k 141.89
Cambria Endowment Style Etf Etf (ENDW) 0.0 $291k 10k 28.00
Levi Strauss & Co New Cl A Com Stk Stock (LEVI) 0.0 $286k 15k 18.49
Servicenow Stock (NOW) 0.0 $284k 276.00 1028.08
Lowe's Companies Stock (LOW) 0.0 $283k 1.3k 221.83
Procter & Gamble Stock (PG) 0.0 $280k 1.8k 159.30
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $278k 3.3k 85.56
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $276k 6.5k 42.59
Welltower Reit (WELL) 0.0 $264k 1.7k 153.72
Texas Instruments Incorporated Stock (TXN) 0.0 $260k 1.3k 207.57
Qualcomm Stock (QCOM) 0.0 $259k 1.6k 159.29
Schwab Fundamental International Small Company Index Etf Etf (FNDC) 0.0 $259k 6.2k 42.05
Dow Jones Industrial Average Stock (DOW) 0.0 $258k 9.7k 26.48
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.0 $258k 2.2k 118.57
Walmart Stock (WMT) 0.0 $255k 2.6k 97.78
Becton Dickinson And Stock (BDX) 0.0 $250k 1.5k 172.23
Vanguard Consumer Discretionary Index Fund Etf (VCR) 0.0 $248k 685.00 362.32
Waste Management Stock (WM) 0.0 $248k 1.1k 228.83
Blackrock Corporate High Yield Fund Cef (HYT) 0.0 $246k 25k 9.75
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $242k 2.6k 93.87
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $242k 1.8k 133.05
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $240k 4.9k 48.75
Alphabet Inc Class A Stock (GOOGL) 0.0 $236k 1.3k 176.28
Delta Air Lines Stock (DAL) 0.0 $236k 4.8k 49.18
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $235k 2.8k 82.54
Boeing Stock (BA) 0.0 $227k 1.1k 209.53
Ally Finl Stock (ALLY) 0.0 $227k 5.8k 38.95
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.0 $226k 2.0k 114.87
Edap Tms Sa Adr (EDAP) 0.0 $223k 135k 1.65
Tesla Stock (TSLA) 0.0 $222k 699.00 317.66
Fidelity Enhanced Large Cap Growth Etf Etf (FELG) 0.0 $218k 5.9k 37.03
Graco Stock (GGG) 0.0 $218k 2.5k 85.98
Electronic Arts Stock (EA) 0.0 $216k 1.4k 159.76
Travelers Companies Stock (TRV) 0.0 $215k 802.00 267.53
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.0 $212k 1.2k 172.23
H & R Block Stock (HRB) 0.0 $212k 3.9k 54.89
Salesforce.com Stock (CRM) 0.0 $208k 763.00 272.74
Ishares Biotechnology Fund Etf (IBB) 0.0 $202k 1.6k 126.52
Abbott Laboratories Stock (ABT) 0.0 $202k 1.5k 136.02
Vodafone Group Adr (VOD) 0.0 $174k 16k 10.66
Gladstone Land Corporation Reit (LAND) 0.0 $132k 13k 10.17
Senseonics Hldgs Stock (SENS) 0.0 $8.7k 18k 0.48