Ohe Financial

Cahill Financial Advisors as of June 30, 2026

Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 296 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Index Fund Etf (VUG) 8.3 $87M 1.0M 86.14
Vanguard Value Etf Etf (VTV) 5.9 $62M 284k 217.93
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 4.9 $51M 1.1M 44.36
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 4.8 $50M 476k 103.96
Vanguard Ftse Developed Markets Etf Etf (VEA) 4.3 $45M 635k 71.25
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 3.8 $39M 1.1M 36.84
Vanguard Total Bond Market Index Fund Etf (BND) 3.4 $36M 487k 73.41
Ishares S&p 500 Growth Etf Etf (IVW) 3.1 $32M 235k 137.53
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.5 $26M 117k 219.43
Ishares S&p 500 Value Etf Etf (IVE) 2.3 $24M 104k 227.06
Apple Stock (AAPL) 2.3 $24M 81k 289.36
Capital Group International Focus Equity Etf Etf (CGXU) 2.0 $20M 587k 34.62
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 1.8 $19M 620k 31.10
Vanguard Dividend Appreciation Index Fund Etf (VIG) 1.8 $19M 78k 236.62
Vanguard Mid-cap Etf Etf (VO) 1.8 $18M 227k 80.57
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 1.7 $18M 342k 52.72
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.7 $17M 34k 500.38
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 1.5 $16M 298k 52.76
Avantis Emerging Markets Equity Etf Etf (AVEM) 1.5 $15M 158k 96.49
Schwab Us Dividend Equity Etf Etf (SCHD) 1.2 $12M 380k 31.71
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 1.1 $12M 114k 100.81
Avantis U.s. Small Cap Value Etf Etf (AVUV) 1.1 $11M 89k 124.76
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.0 $10M 295k 33.84
Vanguard Short-term Bond Etf Etf (BSV) 1.0 $10M 128k 77.91
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $7.8M 265k 29.43
Jpmorgan Municipal Etf Etf (JMUB) 0.7 $6.9M 136k 50.66
Invesco Buyback Achievers Etf Etf (PKW) 0.6 $6.7M 47k 141.66
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.6 $6.4M 184k 34.81
Matthews Emerging Markets Discovery Active Etf Etf (MEMS) 0.6 $6.1M 192k 31.73
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.6 $5.9M 104k 56.48
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL) 0.5 $5.7M 57k 100.16
Matthews Pacific Tiger Active Etf Etf (ASIA) 0.5 $5.6M 123k 45.26
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 0.5 $5.5M 58k 95.62
Schwab International Equity Etf Etf (SCHF) 0.5 $5.5M 197k 27.70
Wisdomtree International High Dividend Fund Etf (DTH) 0.5 $5.4M 100k 54.11
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.5 $5.0M 89k 56.52
Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $4.9M 64k 76.55
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $4.9M 82k 59.69
Vanguard Small-cap Value Etf Etf (VBR) 0.5 $4.8M 20k 242.99
Running Oak Efficient Growth Etf Etf (RUNN) 0.4 $4.5M 139k 32.40
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $4.5M 5.9k 748.86
Ishares Core High Dividend Etf Etf (HDV) 0.4 $4.4M 161k 27.41
Schwab International Dividend Equity Etf Etf (SCHY) 0.4 $4.4M 139k 31.73
Microsoft Corporation Stock (MSFT) 0.4 $4.3M 12k 373.01
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $4.2M 55k 77.11
Ishares U.s. Technology Etf Etf (IYW) 0.4 $4.1M 16k 252.22
Spdr S&p 500 Etf Etf (SPY) 0.4 $4.1M 5.5k 746.80
Schwab U.s. Small-cap Etf Etf (SCHA) 0.4 $4.1M 113k 36.13
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.4 $3.9M 168k 23.13
Invesco International Dividend Achievers Etf Etf (PID) 0.4 $3.9M 175k 22.20
Ishares Russell 3000 Etf Etf (IWV) 0.4 $3.9M 9.0k 426.40
Ishares Russell 2000 Etf Etf (IWM) 0.4 $3.7M 12k 300.46
Invesco Qqq Etf (QQQ) 0.3 $3.5M 4.7k 736.36
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.3 $3.5M 136k 25.52
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.3 $3.4M 36k 93.38
Ishares Core S&p Small Cap Etf Etf (IJR) 0.3 $3.2M 22k 148.31
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $3.1M 8.4k 370.04
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $3.1M 17k 188.09
Amazon.com Stock (AMZN) 0.3 $3.0M 13k 238.34
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $2.9M 26k 110.32
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.3 $2.8M 56k 50.58
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.3 $2.8M 75k 37.26
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $2.7M 22k 124.42
Ishares Russell 1000 Etf Etf (IWB) 0.3 $2.7M 6.6k 409.49
Alps International Sector Dividend Dogs Etf Etf (IDOG) 0.3 $2.7M 66k 41.18
Ishares Core Growth Allocation Etf Etf (AOR) 0.3 $2.7M 39k 69.50
Brookfield Infrastructure Partners Stock (BIP) 0.3 $2.6M 72k 36.49
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.3 $2.6M 51k 51.69
Nvidia Corporation Stock (NVDA) 0.2 $2.6M 13k 200.10
Ishares National Muni Bond Etf Etf (MUB) 0.2 $2.6M 24k 107.62
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.2 $2.5M 76k 33.19
Vanguard Real Estate Etf Etf (VNQ) 0.2 $2.5M 26k 96.43
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.2 $2.4M 22k 110.15
Vanguard Information Technology Etf Etf (VGT) 0.2 $2.4M 20k 119.52
Seagate Technology Stock (STX) 0.2 $2.4M 2.5k 965.00
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.2 $2.4M 58k 40.68
Caterpillar Stock (CAT) 0.2 $2.3M 2.2k 1064.93
Jpmorgan Chase & Co Stock (JPM) 0.2 $2.3M 6.9k 327.34
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.2 $2.2M 10k 212.77
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.1M 20k 103.88
Vanguard Small-cap Etf Etf (VB) 0.2 $2.1M 7.0k 303.12
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.2 $2.1M 53k 39.68
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $2.1M 32k 66.45
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.2 $2.1M 45k 46.63
3M Stock (MMM) 0.2 $2.1M 13k 161.90
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.2 $2.0M 5.6k 365.70
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.2 $2.0M 20k 99.01
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA) 0.2 $2.0M 52k 38.06
Unitedhealth Group Stock (UNH) 0.2 $2.0M 4.8k 415.65
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $1.9M 30k 64.50
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.2 $1.9M 38k 51.00
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $1.9M 51k 36.87
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $1.9M 20k 96.58
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM) 0.2 $1.8M 32k 56.15
Alphabet Inc Class C Stock (GOOG) 0.2 $1.8M 5.1k 353.34
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.2 $1.8M 35k 50.35
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV) 0.2 $1.8M 37k 48.00
Mastercard Stock (MA) 0.2 $1.7M 3.4k 513.64
Visa Stock (V) 0.2 $1.7M 5.0k 343.12
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.2 $1.7M 37k 45.10
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $1.7M 11k 158.02
Blackrock Etf Trust Ii Ishares High Yie Etf (HIMU) 0.2 $1.6M 33k 49.80
Royal Caribbean Cruises Stock (RCL) 0.2 $1.6M 5.2k 317.50
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.6M 2.4k 686.69
Us Bancorp Stock (USB) 0.2 $1.6M 27k 60.40
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $1.6M 9.8k 164.27
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.2 $1.6M 20k 81.06
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $1.5M 18k 82.84
Wells Fargo & Co Stock (WFC) 0.1 $1.4M 17k 82.64
Exxon Mobil Corporation Stock 0.1 $1.4M 10k 136.71
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.1 $1.4M 11k 132.24
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.1 $1.4M 28k 50.57
Cambria Global Ew Etf Etf (GEW) 0.1 $1.4M 26k 54.70
Lockheed Martin Corporation Stock (LMT) 0.1 $1.4M 2.7k 509.55
Deere & Company Stock (DE) 0.1 $1.3M 2.1k 634.37
Target Corporation Stock (TGT) 0.1 $1.3M 9.9k 131.20
Johnson & Johnson Stock (JNJ) 0.1 $1.3M 5.0k 253.95
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $1.3M 6.3k 197.59
Raytheon Technologies Corp Stock (RTX) 0.1 $1.2M 6.4k 189.73
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $1.2M 24k 49.78
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $1.2M 33k 36.26
Cisco Systems Stock (CSCO) 0.1 $1.2M 10k 117.46
Applied Materials Stock (AMAT) 0.1 $1.2M 1.6k 723.00
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.1 $1.1M 38k 29.98
Broadcom Stock (AVGO) 0.1 $1.1M 3.0k 377.81
Costco Wholesale Corporation Stock (COST) 0.1 $1.1M 1.2k 935.74
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $1.1M 24k 46.15
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.1 $1.1M 4.1k 264.72
Kinder Morgan Stock (KMI) 0.1 $1.0M 33k 31.97
Ishares International Select Dividend Etf Etf (IDV) 0.1 $1.0M 25k 41.43
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $1.0M 7.6k 136.69
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $1.0M 11k 89.01
Northern Oil & Gas Stock (NOG) 0.1 $997k 55k 18.15
Vanguard Large Cap Etf Etf (VV) 0.1 $977k 2.8k 343.85
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $971k 2.0k 477.53
Schwab U.s. Tips Etf Etf (SCHP) 0.1 $946k 36k 26.50
Tortoise Energy Infra Corp Cef (TYG) 0.1 $924k 22k 42.87
Ecolab Stock (ECL) 0.1 $922k 3.3k 278.63
Emerson Elec Stock (EMR) 0.1 $898k 6.3k 143.15
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $888k 10k 85.49
Dimensional International Core Equity Market Etf Etf (DFAI) 0.1 $878k 21k 41.25
Alps Sector Dividend Dogs Etf Etf (SDOG) 0.1 $877k 13k 68.22
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $874k 36k 24.66
Vanguard Financials Index Fund Etf (VFH) 0.1 $870k 6.6k 131.60
Home Depot Stock (HD) 0.1 $806k 2.3k 352.71
Vanguard Total International Bond Etf Etf (BNDX) 0.1 $804k 17k 48.43
Medtronic Stock (MDT) 0.1 $798k 10k 78.23
Ibm Corp Stock (IBM) 0.1 $790k 2.8k 281.22
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ) 0.1 $784k 20k 39.41
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $774k 6.2k 124.18
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.1 $765k 10k 76.11
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.1 $758k 7.9k 95.44
Dimensional Us Marketwide Value Etf Etf (DFUV) 0.1 $734k 13k 55.01
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $717k 7.9k 90.60
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $706k 24k 28.96
Edap Tms Sa Adr (FOCL) 0.1 $699k 135k 5.18
Abbvie Stock (ABBV) 0.1 $693k 2.8k 251.68
Vertiv Holdings Co Com Cl A Stock (VRT) 0.1 $676k 2.0k 334.82
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $665k 2.7k 242.41
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $658k 2.7k 242.45
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $646k 10k 64.71
Altria Group Stock (MO) 0.1 $635k 8.8k 71.95
Vanguard Total World Stock Etf Etf (VT) 0.1 $624k 4.0k 156.94
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $621k 27k 23.44
Bank Of America Corp Stock (BAC) 0.1 $600k 11k 56.98
Oracle Corporation Stock (ORCL) 0.1 $599k 4.1k 146.53
Ch Robinson Worldwide Stock (CHRW) 0.1 $598k 3.2k 188.34
Xcel Energy Stock (XEL) 0.1 $588k 7.3k 80.30
Merck & Co Stock (MRK) 0.1 $571k 4.4k 128.51
Alphabet Inc Class A Stock (GOOGL) 0.1 $568k 1.6k 357.26
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $562k 9.1k 61.46
Fidelity Limited Term Bond Etf Etf (FLTB) 0.1 $561k 11k 50.13
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB) 0.1 $556k 12k 48.35
Air Products & Chemicals Stock (APD) 0.1 $550k 1.9k 293.21
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.1 $549k 11k 52.11
Honeywell Aerospace Stock (HONA) 0.1 $549k 2.5k 221.08
Honeywell International Stock (HON) 0.1 $545k 2.4k 223.90
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.1 $541k 6.6k 82.12
Chevron Corporation Stock (CVX) 0.1 $524k 3.2k 165.76
General Electric Company Stock (GE) 0.1 $524k 1.4k 373.78
Rockwell Automation Stock (ROK) 0.0 $517k 1.0k 494.99
Vaneck Vectors High Yield Muni Etf Etf (HYD) 0.0 $503k 9.8k 51.51
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL) 0.0 $501k 3.8k 131.15
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $498k 2.3k 221.20
Philip Morris International Stock (PM) 0.0 $497k 2.7k 180.89
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $493k 1.4k 342.81
Williams Cos Stock (WMB) 0.0 $479k 6.4k 74.34
Verizon Communications Stock (VZ) 0.0 $475k 11k 42.34
Vaneck Semiconductor Etf Etf (SMH) 0.0 $475k 724.00 655.97
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.0 $469k 6.9k 67.58
Nextera Energy Stock (NEE) 0.0 $465k 5.3k 87.78
Etfmg Prime Cyber Security Etf Etf (HACK) 0.0 $455k 4.3k 104.94
Alerian Mlp Etf Etf (AMLP) 0.0 $454k 8.7k 51.85
Delta Air Lines Stock (DAL) 0.0 $453k 4.8k 93.66
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $451k 4.6k 98.20
Gilead Sciences Stock (GILD) 0.0 $447k 3.5k 126.33
Ishares Mbs Etf Etf (MBB) 0.0 $447k 4.7k 94.52
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL) 0.0 $431k 5.7k 75.68
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $428k 1.1k 393.97
Main Str Cap Corp Cef (MAIN) 0.0 $426k 8.2k 51.88
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG) 0.0 $423k 9.8k 43.08
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $423k 5.1k 83.78
Ishares Expanded Tech Sector Etf Etf (IGM) 0.0 $421k 2.6k 163.60
Newmont Corporation Stock (NEM) 0.0 $412k 4.4k 93.41
Invesco S&p 100 Equal Weight Etf Etf (EQWL) 0.0 $412k 3.2k 129.03
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.0 $409k 6.1k 67.24
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) 0.0 $403k 7.8k 51.29
Totalenergies Se Act Stock (TTE) 0.0 $403k 5.2k 77.76
Robo Global Robotics & Automation Etf Etf (ROBO) 0.0 $399k 4.7k 85.65
Wisdomtree International Midcap Dividend Fund Etf (DIM) 0.0 $394k 4.6k 85.24
Mcdonald's Corp Stock (MCD) 0.0 $394k 1.5k 270.29
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.0 $390k 9.6k 40.64
Church & Dwight Stock (CHD) 0.0 $390k 4.0k 96.87
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.0 $389k 7.7k 50.63
Prudential Finl Stock (PRU) 0.0 $385k 3.6k 107.92
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $385k 3.3k 117.50
Levi Strauss & Co New Cl A Com Stk Stock (LEVI) 0.0 $384k 15k 24.83
Idexx Laboratories Stock (IDXX) 0.0 $383k 727.00 526.44
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $382k 7.9k 48.12
General Mills Stock (GIS) 0.0 $382k 11k 34.80
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.0 $376k 17k 22.34
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $375k 3.8k 97.60
Welltower Reit (WELL) 0.0 $372k 1.6k 227.03
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $369k 16k 23.68
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $364k 6.9k 53.11
Invesco Dynamic Semiconductors Etf Etf (PSI) 0.0 $356k 1.9k 187.86
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $355k 16k 22.78
Facebook Stock (META) 0.0 $354k 629.00 563.36
Walmart Stock (WMT) 0.0 $348k 3.1k 113.27
Cambria Endowment Style Etf Etf (ENDW) 0.0 $348k 10k 33.44
Amgen Stock (AMGN) 0.0 $346k 956.00 362.06
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.0 $345k 3.8k 91.21
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $344k 6.5k 52.60
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $343k 5.0k 68.41
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $342k 2.9k 116.96
Ge Vernova Stock (GEV) 0.0 $341k 290.00 1175.12
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.0 $338k 8.0k 42.41
Waste Management Stock (WM) 0.0 $338k 1.5k 222.81
Avantis U.s Small Cap Equity Etf Etf (AVSC) 0.0 $338k 4.6k 73.34
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $326k 13k 25.56
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $326k 1.8k 178.60
Cbre Group Stock (CBRE) 0.0 $325k 2.4k 134.69
Pfizer Stock (PFE) 0.0 $325k 14k 24.08
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $318k 4.9k 64.53
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.0 $314k 13k 24.14
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.0 $313k 12k 25.44
Qualcomm Stock (QCOM) 0.0 $312k 1.7k 184.82
Realty Income Corp Reit (O) 0.0 $305k 4.9k 61.96
United Parcel Service Stock (UPS) 0.0 $302k 2.8k 107.48
Jpmorgan Core Plus Bond Etf Etf (JCPB) 0.0 $295k 6.3k 46.94
At&t Stock (T) 0.0 $292k 14k 20.70
Texas Instruments Incorporated Stock (TXN) 0.0 $289k 971.00 298.08
Wisdomtree International Equity Fund Etf (DWM) 0.0 $288k 3.9k 73.21
Ishares Global Healthcare Etf Etf (IXJ) 0.0 $288k 2.9k 98.38
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) 0.0 $286k 3.1k 91.37
Solventum Corp Stock (SOLV) 0.0 $285k 3.7k 77.15
Tesla Stock (TSLA) 0.0 $284k 674.00 420.60
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.0 $276k 1.9k 146.34
Morgan Stanley Stock (MS) 0.0 $272k 1.3k 209.07
Vanguard Consumer Discretionary Index Fund Etf (VCR) 0.0 $272k 685.00 396.61
Travelers Companies Stock (TRV) 0.0 $269k 816.00 329.93
Cigna Corp Stock (CI) 0.0 $268k 973.00 275.56
Pepsico Stock (PEP) 0.0 $265k 2.0k 135.42
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $264k 2.3k 117.31
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $262k 5.3k 49.41
Intel Corporation Stock (INTC) 0.0 $262k 1.9k 139.62
Ishares Biotechnology Fund Etf (IBB) 0.0 $261k 1.4k 190.15
Ea Series Trust Cambria Global E Etf 0.0 $258k 5.0k 51.15
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $258k 2.7k 96.46
Lowe's Companies Stock (LOW) 0.0 $257k 1.2k 220.53
Phillips 66 Stock (PSX) 0.0 $257k 1.5k 169.00
Avantis International Equity Etf Etf (AVDE) 0.0 $256k 2.9k 89.20
Avantis Real Estate Etf Etf (AVRE) 0.0 $255k 5.4k 47.38
Asml Holding N V N Y Registry Adr (ASML) 0.0 $252k 126.00 1996.37
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.0 $250k 2.1k 120.23
Goldman Sachs S&p 500 Premium Income Etf Etf (GPIX) 0.0 $238k 4.3k 55.57
Schwab Fundamental International Small Company Index Etf Etf (FNDC) 0.0 $237k 4.9k 48.56
Invesco Russell 1000 Equal Weight Etf Etf (EQAL) 0.0 $237k 4.0k 59.25
Vanguard Ftse All-world Ex-us Etf Etf (VEU) 0.0 $235k 2.8k 83.75
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $233k 2.4k 99.00
Eaton Corporation Stock (ETN) 0.0 $223k 523.00 425.85
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.0 $222k 5.7k 38.79
Ally Finl Stock (ALLY) 0.0 $220k 4.8k 45.95
Marathon Petroleum Corp Stock (MPC) 0.0 $217k 849.00 255.75
Darden Restaurants Stock (DRI) 0.0 $216k 1.0k 206.01
First Trust Health Care Alphadex Fund Etf (FXH) 0.0 $214k 1.7k 122.40
Apollo Global Mgmt Stock (APO) 0.0 $214k 1.8k 118.33
Nasdaq-100 Core Premium Income Etf Etf (GPIQ) 0.0 $212k 3.6k 59.31
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.0 $211k 1.9k 112.09
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $209k 2.4k 86.44
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.0 $208k 1.2k 168.48
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.0 $206k 3.0k 67.64
Ford Motor Company Stock (F) 0.0 $205k 15k 13.90
Invesco Dow Jones Industrial Average Dividend Etf Etf (DJD) 0.0 $202k 3.2k 63.37
Blackrock Corporate High Yield Fund Cef (HYT) 0.0 $125k 15k 8.56
Pinstripes Holdings Inc Cl A Stock (PNSTQ) 0.0 $1.480000 15k 0.00