Ohe Financial

Cahill Financial Advisors as of March 31, 2026

Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 286 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Index Fund Etf (VUG) 7.8 $73M 166k 436.79
Vanguard Value Etf Etf (VTV) 5.8 $54M 273k 196.20
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 5.0 $46M 479k 96.70
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 4.6 $43M 1.1M 38.86
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.4 $40M 628k 64.08
Vanguard Total Bond Market Index Fund Etf (BND) 3.8 $35M 478k 73.64
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 3.7 $35M 1.0M 33.97
Ishares S&p 500 Growth Etf Etf (IVW) 2.9 $27M 239k 113.11
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.4 $22M 115k 191.81
Ishares S&p 500 Value Etf Etf (IVE) 2.4 $22M 104k 211.15
Apple Stock (AAPL) 2.3 $21M 83k 253.79
Capital Group International Focus Equity Etf Etf (CGXU) 1.9 $18M 596k 29.49
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.9 $18M 81k 215.06
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 1.9 $17M 616k 27.85
Berkshire Hathaway Inc Class B Stock (BRK.B) 1.8 $17M 35k 479.19
Vanguard Mid-cap Etf Etf (VO) 1.8 $16M 57k 287.18
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 1.5 $14M 291k 48.93
Avantis Emerging Markets Equity Etf Etf (AVEM) 1.3 $12M 151k 80.58
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.2 $11M 109k 100.57
Schwab Us Dividend Equity Etf Etf (SCHD) 1.2 $11M 357k 30.68
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 1.1 $10M 308k 32.95
Vanguard Short-term Bond Etf Etf (BSV) 1.1 $10M 128k 78.41
Avantis U.s. Small Cap Value Etf Etf (AVUV) 1.1 $9.7M 88k 110.47
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.9 $8.5M 290k 29.13
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $6.9M 270k 25.64
Jpmorgan Municipal Etf Etf (JMUB) 0.7 $6.7M 135k 49.99
Invesco Buyback Achievers Etf Etf (PKW) 0.7 $6.2M 47k 131.25
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.6 $5.9M 105k 56.68
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.6 $5.6M 183k 30.50
Wisdomtree International High Dividend Fund Etf (DTH) 0.6 $5.4M 101k 54.09
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.6 $5.2M 52k 100.19
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.6 $5.1M 58k 87.84
Matthews Emerging Markets Discovery Active Etf Etf (MEMS) 0.5 $5.1M 193k 26.25
Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $4.8M 64k 74.35
Schwab International Equity Etf Etf (SCHF) 0.5 $4.7M 189k 24.75
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.5 $4.6M 87k 52.53
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $4.5M 83k 54.05
Ishares Core High Dividend Etf Etf (HDV) 0.5 $4.4M 32k 135.72
Invesco International Dividend Achievers Etf Etf (PID) 0.5 $4.4M 197k 22.24
Vanguard Small-cap Value Etf Etf (VBR) 0.5 $4.3M 20k 217.25
Running Oak Efficient Growth Etf Etf (RUNN) 0.5 $4.3M 134k 32.21
Matthews Pacific Tiger Active Etf Etf (ASIA) 0.5 $4.3M 123k 34.84
Microsoft Corporation Stock (MSFT) 0.5 $4.2M 11k 370.18
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $4.1M 6.3k 653.21
Schwab International Dividend Equity Etf Etf (SCHY) 0.4 $3.9M 122k 31.66
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $3.8M 56k 67.53
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.4 $3.7M 157k 23.22
Spdr S&p 500 Etf Etf (SPY) 0.4 $3.6M 5.5k 650.34
Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $3.4M 118k 29.08
Ishares Russell 3000 Etf Etf (IWV) 0.4 $3.3M 9.0k 370.68
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.4 $3.3M 129k 25.62
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.3 $3.2M 36k 88.46
Ishares U.s. Technology Etf Etf (IYW) 0.3 $3.2M 18k 181.42
Ishares Russell 2000 Etf Etf (IWM) 0.3 $3.1M 13k 247.99
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $2.7M 22k 124.31
Invesco Qqq Etf (QQQ) 0.3 $2.7M 4.7k 577.15
Alps International Sector Dividend Dogs Etf Etf (IDOG) 0.3 $2.7M 65k 41.65
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $2.7M 8.3k 320.81
Amazon.com Stock (AMZN) 0.3 $2.7M 13k 208.27
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $2.6M 27k 97.23
Ishares National Muni Bond Etf Etf (MUB) 0.3 $2.6M 25k 106.15
Brookfield Infrastructure Partners Stock (BIP) 0.3 $2.6M 73k 36.12
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $2.6M 17k 155.11
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.3 $2.6M 72k 35.53
Ishares Core Growth Allocation Etf Etf (AOR) 0.3 $2.5M 39k 64.35
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $2.5M 22k 111.37
Vanguard Real Estate Etf Etf (VNQ) 0.3 $2.4M 27k 88.70
Ishares Russell 1000 Etf Etf (IWB) 0.3 $2.4M 6.6k 356.55
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $2.3M 47k 49.89
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.2 $2.3M 51k 45.12
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.2 $2.3M 76k 30.19
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.2 $2.3M 22k 102.25
Nvidia Corporation Stock (NVDA) 0.2 $2.2M 13k 174.40
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.2 $2.1M 58k 35.94
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $2.1M 41k 50.61
Jpmorgan Chase & Co Stock (JPM) 0.2 $2.0M 6.9k 294.16
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.0M 21k 97.13
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $2.0M 10k 191.91
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.2 $2.0M 51k 38.26
Vanguard Small-cap Etf Etf (VB) 0.2 $1.9M 7.3k 261.92
3M Stock (MMM) 0.2 $1.9M 13k 145.23
Exxon Mobil Corporation Stock (XOM) 0.2 $1.8M 11k 169.66
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $1.8M 36k 50.34
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $1.8M 20k 90.53
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.2 $1.8M 20k 86.68
Vanguard Information Technology Etf Etf (VGT) 0.2 $1.7M 2.5k 697.80
Lockheed Martin Corporation Stock (LMT) 0.2 $1.7M 2.8k 604.45
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.2 $1.7M 5.6k 302.25
Mastercard Stock (MA) 0.2 $1.7M 3.4k 499.59
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV) 0.2 $1.7M 40k 41.56
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM) 0.2 $1.6M 36k 45.55
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA) 0.2 $1.6M 50k 32.43
Caterpillar Stock (CAT) 0.2 $1.6M 2.3k 708.55
Northern Oil & Gas Stock (NOG) 0.2 $1.6M 55k 29.23
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $1.6M 51k 30.96
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $1.6M 11k 148.10
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $1.6M 31k 50.98
Visa Stock (V) 0.2 $1.5M 5.0k 302.27
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.5M 2.4k 597.55
Royal Caribbean Cruises Stock (RCL) 0.2 $1.5M 5.3k 275.20
Alphabet Inc Class C Stock (GOOG) 0.2 $1.4M 5.0k 286.89
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.2 $1.4M 34k 41.09
Us Bancorp Stock (USB) 0.2 $1.4M 27k 52.01
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $1.4M 9.8k 142.42
Wells Fargo & Co Stock (WFC) 0.1 $1.4M 17k 79.61
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.1 $1.4M 30k 45.26
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $1.3M 19k 69.75
Unitedhealth Group Stock (UNH) 0.1 $1.3M 4.8k 270.58
Blackrock Etf Trust Ii Ishares High Yie Etf (HIMU) 0.1 $1.3M 27k 47.98
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.1 $1.3M 31k 42.40
Cambria Global Ew Etf Etf (GEW) 0.1 $1.3M 26k 50.43
Target Corporation Stock (TGT) 0.1 $1.3M 10k 123.52
Costco Wholesale Corporation Stock (COST) 0.1 $1.3M 1.3k 996.54
Raytheon Technologies Corp Stock (RTX) 0.1 $1.3M 6.5k 192.90
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $1.3M 25k 49.78
Johnson & Johnson Stock (JNJ) 0.1 $1.2M 5.1k 244.46
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.1 $1.2M 41k 29.50
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $1.2M 11k 112.27
Ishares Core U.s. Reit Etf Etf (USRT) 0.1 $1.2M 21k 59.19
Deere & Company Stock (DE) 0.1 $1.2M 2.1k 563.19
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $1.2M 17k 68.28
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $1.2M 6.3k 184.27
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $1.1M 35k 32.95
Kinder Morgan Stock (KMI) 0.1 $1.1M 34k 33.53
Honeywell International Stock (HON) 0.1 $1.1M 5.0k 226.03
Tortoise Energy Infra Corp Cef (TYG) 0.1 $1.1M 21k 49.85
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $1.1M 23k 46.19
Alps Sector Dividend Dogs Etf Etf (SDOG) 0.1 $1.1M 16k 65.04
Ishares International Select Dividend Etf Etf (IDV) 0.1 $1.0M 24k 42.56
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $985k 4.2k 234.03
Medtronic Stock (MDT) 0.1 $973k 11k 86.65
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $968k 12k 83.57
Seagate Technology Stock (STX) 0.1 $965k 2.5k 391.76
Schwab U.s. Tips Etf Etf (SCHP) 0.1 $954k 36k 26.61
Broadcom Stock (AVGO) 0.1 $930k 3.0k 309.52
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $917k 7.7k 118.45
Ecolab Stock (ECL) 0.1 $884k 3.3k 266.04
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $877k 36k 24.72
Vanguard Large Cap Etf Etf (VV) 0.1 $849k 2.8k 298.88
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $842k 18k 48.05
Emerson Elec Stock (EMR) 0.1 $822k 6.3k 131.02
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB) 0.1 $798k 17k 47.82
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $793k 10k 77.11
Vanguard Financials Index Fund Etf (VFH) 0.1 $786k 6.5k 120.81
Cisco Systems Stock (CSCO) 0.1 $776k 10k 77.59
Dimensional International Core Equity Market Etf Etf (DFAI) 0.1 $756k 19k 38.96
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.1 $753k 11k 68.47
Home Depot Stock (HD) 0.1 $749k 2.3k 328.87
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ) 0.1 $741k 20k 36.41
Ibm Corp Stock (IBM) 0.1 $710k 2.9k 242.37
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $687k 8.6k 80.05
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $685k 2.0k 337.88
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $684k 27k 25.10
Chevron Corporation Stock (CVX) 0.1 $653k 3.2k 206.89
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $646k 13k 48.46
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.1 $639k 7.4k 86.64
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $632k 27k 23.32
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $605k 10k 60.10
Oracle Corporation Stock (ORCL) 0.1 $599k 4.1k 147.10
Xcel Energy Stock (XEL) 0.1 $596k 7.5k 79.44
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $594k 2.7k 218.75
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $586k 2.7k 213.64
Abbvie Stock (ABBV) 0.1 $585k 2.7k 217.53
Altria Group Stock (MO) 0.1 $582k 8.8k 65.99
Ch Robinson Worldwide Stock (CHRW) 0.1 $579k 3.5k 166.07
Verizon Communications Stock (VZ) 0.1 $574k 11k 50.20
Merck & Co Stock (MRK) 0.1 $572k 4.8k 120.29
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.1 $560k 11k 51.74
Fidelity Limited Term Bond Etf Etf (FLTB) 0.1 $559k 11k 50.27
Applied Materials Stock (AMAT) 0.1 $554k 1.6k 341.79
Vanguard Total World Stock Etf Etf (VT) 0.1 $548k 4.0k 138.31
Air Products & Chemicals Stock (APD) 0.1 $545k 1.9k 290.52
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $540k 6.5k 82.56
Gilead Sciences Stock (GILD) 0.1 $518k 3.7k 139.39
Bank Of America Corp Stock (BAC) 0.1 $514k 11k 48.75
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $506k 2.0k 250.58
Edap Tms Sa Adr (EDAP) 0.1 $502k 135k 3.72
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.1 $498k 6.6k 75.66
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $496k 8.9k 55.52
Nextera Energy Stock (NEE) 0.1 $489k 5.3k 92.89
Alerian Mlp Etf Etf (AMLP) 0.1 $487k 9.2k 52.64
Vaneck Vectors High Yield Muni Etf Etf (HYD) 0.1 $482k 9.6k 50.14
Main Str Cap Corp Cef (MAIN) 0.1 $473k 8.9k 52.96
Newmont Corporation Stock (NEM) 0.1 $472k 4.4k 108.26
Totalenergies Se Act Stock (TTE) 0.1 $471k 5.2k 90.98
Williams Cos Stock (WMB) 0.1 $469k 6.4k 72.78
Alphabet Inc Class A Stock (GOOGL) 0.1 $468k 1.6k 287.55
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.0 $454k 19k 24.29
Philip Morris International Stock (PM) 0.0 $453k 2.7k 165.33
Mcdonald's Corp Stock (MCD) 0.0 $450k 1.4k 310.76
Ishares Mbs Etf Etf (MBB) 0.0 $449k 4.7k 94.95
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.0 $443k 6.9k 63.91
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL) 0.0 $441k 3.8k 115.72
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $430k 4.6k 94.23
General Mills Stock (GIS) 0.0 $429k 12k 37.22
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $427k 7.0k 61.26
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $427k 2.3k 189.59
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $411k 6.3k 65.69
At&t Stock (T) 0.0 $409k 14k 28.99
Idexx Laboratories Stock (IDXX) 0.0 $409k 727.00 561.89
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $408k 5.0k 81.50
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $402k 7.8k 51.23
General Electric Company Stock (GE) 0.0 $398k 1.4k 283.71
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $391k 7.7k 50.63
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.0 $387k 16k 24.80
Pfizer Stock (PFE) 0.0 $387k 14k 28.08
Walmart Stock (WMT) 0.0 $382k 3.1k 124.29
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG) 0.0 $382k 9.5k 40.14
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $379k 3.0k 128.12
Church & Dwight Stock (CHD) 0.0 $376k 4.0k 93.31
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $376k 4.3k 86.70
Rockwell Automation Stock (ROK) 0.0 $375k 1.0k 358.82
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $370k 7.9k 46.74
Invesco S&p 100 Equal Weight Etf Etf (EQWL) 0.0 $368k 3.2k 115.24
Wisdomtree International Midcap Dividend Fund Etf (DIM) 0.0 $367k 4.4k 82.84
Facebook Stock (META) 0.0 $360k 629.00 571.98
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $357k 16k 22.91
Etfmg Prime Cyber Security Etf Etf (HACK) 0.0 $353k 4.7k 75.10
Waste Management Stock (WM) 0.0 $347k 1.5k 229.80
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $345k 1.4k 239.98
Pepsico Stock (PEP) 0.0 $344k 2.2k 155.26
Prudential Finl Stock (PRU) 0.0 $344k 3.5k 97.68
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $341k 6.5k 52.19
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $341k 1.1k 313.81
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $340k 3.8k 88.49
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.0 $338k 8.0k 42.31
Amgen Stock (AMGN) 0.0 $336k 955.00 352.01
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.0 $336k 14k 24.27
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $333k 16k 21.49
Cambria Endowment Style Etf Etf (ENDW) 0.0 $331k 10k 31.84
Welltower Reit (WELL) 0.0 $330k 1.7k 197.66
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $329k 3.3k 100.61
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $328k 13k 25.11
Cbre Group Stock (CBRE) 0.0 $327k 2.4k 135.46
Delta Air Lines Stock (DAL) 0.0 $321k 4.8k 66.48
Robo Global Robotics & Automation Etf Etf (ROBO) 0.0 $319k 4.7k 68.42
Accenture Stock (ACN) 0.0 $319k 1.6k 198.33
Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $302k 2.5k 118.52
Realty Income Corp Reit (O) 0.0 $301k 4.9k 61.17
Dow Jones Industrial Average Stock (DOW) 0.0 $296k 7.1k 41.65
Levi Strauss & Co New Cl A Com Stk Stock (LEVI) 0.0 $286k 15k 18.49
United Parcel Service Stock (UPS) 0.0 $285k 2.9k 98.37
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.0 $284k 2.4k 119.51
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $283k 5.0k 56.80
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $283k 5.3k 53.35
Tractor Supply Company Stock (TSCO) 0.0 $283k 6.2k 45.30
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $276k 2.9k 95.73
Lowe's Companies Stock (LOW) 0.0 $276k 1.2k 236.24
Phillips 66 Stock (PSX) 0.0 $275k 1.5k 182.20
Cigna Corp Stock (CI) 0.0 $275k 1.0k 266.63
Ishares Global Healthcare Etf Etf (IXJ) 0.0 $273k 2.9k 93.54
Wisdomtree International Equity Fund Etf (DWM) 0.0 $272k 3.9k 69.89
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $270k 4.9k 54.81
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) 0.0 $264k 3.1k 84.79
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $264k 1.8k 144.72
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.0 $264k 5.6k 47.08
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.0 $254k 1.2k 206.11
Ge Vernova Stock (GEV) 0.0 $253k 290.00 873.06
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.0 $253k 2.0k 128.26
Vaneck Semiconductor Etf Etf (SMH) 0.0 $250k 653.00 383.45
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $247k 2.7k 92.74
Vanguard Consumer Discretionary Index Fund Etf (VCR) 0.0 $246k 685.00 359.03
Tesla Stock (TSLA) 0.0 $245k 659.00 371.75
Pgim Aaa Clo Etf Etf (PAAA) 0.0 $241k 4.7k 51.18
Ishares Biotechnology Fund Etf (IBB) 0.0 $241k 1.4k 168.80
Solventum Corp Stock (SOLV) 0.0 $241k 3.7k 65.30
Travelers Companies Stock (TRV) 0.0 $238k 816.00 291.51
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $235k 4.5k 51.93
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $233k 2.3k 99.28
Marathon Petroleum Corp Stock (MPC) 0.0 $232k 948.00 244.30
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $228k 2.2k 101.72
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.0 $228k 6.6k 34.55
Schwab Fundamental International Small Company Index Etf Etf (FNDC) 0.0 $225k 4.9k 46.36
Spdr Gold Shares Etf (GLD) 0.0 $222k 517.00 428.35
Invesco Russell 1000 Equal Weight Etf Etf (EQAL) 0.0 $220k 4.0k 55.10
Graco Stock (GGG) 0.0 $219k 2.6k 84.66
Qualcomm Stock (QCOM) 0.0 $217k 1.7k 128.79
Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.0 $210k 2.1k 100.72
Darden Restaurants Stock (DRI) 0.0 $206k 1.0k 196.04
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.0 $202k 5.8k 35.04
Apollo Global Mgmt Stock (APO) 0.0 $201k 1.8k 111.42
Blackrock Corporate High Yield Fund Cef (HYT) 0.0 $176k 21k 8.52
Ford Motor Company Stock (F) 0.0 $170k 15k 11.54
Vodafone Group Adr (VOD) 0.0 $162k 11k 15.02
Gladstone Land Corporation Reit (LAND) 0.0 $104k 10k 10.20
Pinstripes Holdings Inc Cl A Stock (PNSTQ) 0.0 $0 15k 0.00