Chapman Financial Group

Chapman Financial Group as of Sept. 30, 2025

Portfolio Holdings for Chapman Financial Group

Chapman Financial Group holds 269 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.0 $7.3M 15k 502.74
Microsoft Corporation (MSFT) 4.9 $7.0M 14k 517.94
Apple (AAPL) 4.8 $7.0M 27k 254.63
Alphabet Cap Stk Cl C (GOOG) 4.0 $5.8M 24k 243.55
JPMorgan Chase & Co. (JPM) 3.2 $4.6M 15k 315.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.1 $4.4M 168k 26.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.7 $3.9M 150k 25.71
Amazon (AMZN) 2.1 $3.0M 14k 219.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $2.9M 126k 23.28
Thermo Fisher Scientific (TMO) 1.8 $2.6M 5.4k 485.02
Pepsi (PEP) 1.7 $2.5M 18k 140.44
Bank of America Corporation (BAC) 1.7 $2.4M 47k 51.59
Leidos Holdings (LDOS) 1.6 $2.3M 12k 188.96
Coca-Cola Company (KO) 1.4 $2.0M 31k 66.32
Palo Alto Networks (PANW) 1.3 $1.9M 9.4k 203.62
Toast Cl A (TOST) 1.2 $1.8M 49k 36.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $1.8M 6.3k 279.29
Citigroup Com New (C) 1.2 $1.8M 17k 101.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.2 $1.7M 64k 27.30
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 1.2 $1.7M 34k 48.99
Iqvia Holdings (IQV) 1.1 $1.6M 8.4k 189.94
Us Bancorp Del Com New (USB) 1.1 $1.6M 32k 48.33
Cbre Group Cl A (CBRE) 1.0 $1.5M 9.5k 157.56
Ishares Tr Mbs Etf (MBB) 0.9 $1.4M 14k 95.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $1.4M 2.2k 612.42
Uber Technologies (UBER) 0.9 $1.3M 13k 97.97
Johnson & Johnson (JNJ) 0.9 $1.3M 7.0k 185.42
Wisdomtree Tr India Erngs Fd (EPI) 0.9 $1.3M 29k 44.20
Ishares Tr Gnma Bond Etf (GNMA) 0.9 $1.3M 28k 44.35
L3harris Technologies (LHX) 0.9 $1.2M 4.1k 305.41
Costco Wholesale Corporation (COST) 0.8 $1.2M 1.3k 925.63
McDonald's Corporation (MCD) 0.8 $1.1M 3.8k 303.89
salesforce (CRM) 0.8 $1.1M 4.8k 237.00
Procter & Gamble Company (PG) 0.8 $1.1M 7.3k 153.65
Ishares Tr Core Msci Intl (IDEV) 0.8 $1.1M 14k 80.17
Visa Com Cl A (V) 0.8 $1.1M 3.2k 341.37
NVIDIA Corporation (NVDA) 0.8 $1.1M 5.8k 186.58
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.8 $1.1M 27k 39.69
American Tower Reit (AMT) 0.7 $1.0M 5.3k 192.33
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.7 $1.0M 21k 49.66
Chevron Corporation (CVX) 0.7 $1.0M 6.5k 155.29
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $1.0M 22k 46.96
Accenture Plc Ireland Shs Class A (ACN) 0.7 $999k 4.0k 246.60
Two Harbors Inventment Corpo Note 6.250% 1/1 0.7 $991k 990k 1.00
American Express Company (AXP) 0.7 $981k 3.0k 332.16
Abbvie (ABBV) 0.7 $941k 4.1k 231.54
Chipotle Mexican Grill (CMG) 0.6 $919k 23k 39.19
Brookfield Infrast Partners Lp Int Unit (BIP) 0.6 $904k 28k 32.89
Illinois Tool Works (ITW) 0.6 $904k 3.5k 260.76
Starbucks Corporation (SBUX) 0.6 $890k 11k 84.60
Zoetis Cl A (ZTS) 0.6 $882k 6.0k 146.32
Waste Management (WM) 0.6 $875k 4.0k 220.83
Vanguard Index Fds Value Etf (VTV) 0.6 $849k 4.6k 186.52
Home Depot (HD) 0.6 $834k 2.1k 405.19
Annaly Capital Management In Com New (NLY) 0.6 $828k 41k 20.21
Ishares Tr Intl Trea Bd Etf (IGOV) 0.6 $824k 19k 42.60
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.5 $775k 18k 42.95
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.5 $760k 17k 45.21
Diamondback Energy (FANG) 0.5 $753k 5.3k 143.11
Viking Holdings Ord Shs (VIK) 0.5 $686k 11k 62.16
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $679k 25k 26.95
Trex Company (TREX) 0.4 $650k 13k 51.67
Workday Cl A (WDAY) 0.4 $634k 2.6k 240.73
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $624k 16k 38.57
Schwab Strategic Tr Mortgage Backed (SMBS) 0.4 $621k 24k 25.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $619k 1.0k 600.57
Ishares Tr Core S&p500 Etf (IVV) 0.4 $600k 896.00 669.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $589k 19k 31.91
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.4 $584k 15k 38.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $583k 7.9k 73.46
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.4 $573k 21k 27.29
Dominion Resources (D) 0.4 $551k 9.0k 61.17
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $534k 9.4k 57.10
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.4 $533k 15k 34.56
Eli Lilly & Co. (LLY) 0.4 $527k 690.00 763.00
Vanguard Index Fds Growth Etf (VUG) 0.4 $524k 1.1k 479.61
Deere & Company (DE) 0.4 $520k 1.1k 457.26
Abbott Laboratories (ABT) 0.4 $515k 3.8k 133.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $504k 2.4k 208.71
Asml Holding N V N Y Registry Shs (ASML) 0.3 $500k 516.00 968.09
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $496k 17k 29.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $495k 1.5k 328.17
FedEx Corporation (FDX) 0.3 $494k 2.1k 235.81
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.3 $491k 21k 23.83
Emerson Electric (EMR) 0.3 $490k 3.7k 131.18
Keurig Dr Pepper (KDP) 0.3 $487k 19k 25.51
W.W. Grainger (GWW) 0.3 $477k 500.00 952.96
Pfizer (PFE) 0.3 $431k 17k 25.48
Novartis Sponsored Adr (NVS) 0.3 $420k 3.3k 128.24
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.3 $419k 8.6k 48.86
Anthem (ELV) 0.3 $380k 1.2k 323.12
Enterprise Products Partners (EPD) 0.3 $362k 12k 31.27
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.2 $357k 8.7k 41.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $354k 12k 29.11
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.2 $353k 14k 25.61
Ishares Tr Msci Uk Etf New (EWU) 0.2 $340k 8.1k 41.97
International Business Machines (IBM) 0.2 $340k 1.2k 282.16
Ishares Tr Core Msci Eafe (IEFA) 0.2 $340k 3.9k 87.31
Builders FirstSource (BLDR) 0.2 $337k 2.8k 121.25
Broadcom (AVGO) 0.2 $331k 1.0k 329.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $315k 6.2k 50.63
Exxon Mobil Corporation (XOM) 0.2 $302k 2.7k 112.75
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $297k 2.7k 108.70
Wal-Mart Stores (WMT) 0.2 $294k 2.9k 103.06
Union Pacific Corporation (UNP) 0.2 $281k 1.2k 236.37
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.2 $277k 7.8k 35.74
Walt Disney Company (DIS) 0.2 $271k 2.4k 114.50
Northrop Grumman Corporation (NOC) 0.2 $271k 444.00 609.32
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.2 $268k 150.00 1789.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $263k 3.5k 74.37
Lowe's Companies (LOW) 0.2 $263k 1.0k 251.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $258k 11k 23.47
Zimmer Holdings (ZBH) 0.2 $257k 2.6k 98.50
Willis Towers Watson SHS (WTW) 0.2 $253k 731.00 345.45
United Parcel Service CL B (UPS) 0.2 $252k 3.0k 83.53
Oneok (OKE) 0.2 $247k 3.4k 72.97
M&T Bank Corporation (MTB) 0.2 $247k 1.3k 197.62
Spdr Series Trust Aerospace Def (XAR) 0.2 $236k 1.0k 234.99
Fastenal Company (FAST) 0.2 $235k 4.8k 49.04
Merck & Co (MRK) 0.2 $230k 2.7k 83.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $226k 3.8k 60.03
Match Group (MTCH) 0.2 $222k 6.3k 35.32
Vanguard World Inf Tech Etf (VGT) 0.2 $220k 294.00 746.63
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $218k 2.0k 111.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $213k 1.1k 189.78
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $212k 6.1k 34.92
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $205k 4.5k 45.60
Alphabet Cap Stk Cl A (GOOGL) 0.1 $199k 820.00 243.10
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $198k 7.9k 25.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $195k 2.5k 78.91
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $194k 2.7k 71.37
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $188k 4.0k 46.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $183k 1.9k 96.46
Kayne Anderson MLP Investment (KYN) 0.1 $181k 15k 12.37
CSX Corporation (CSX) 0.1 $179k 5.0k 35.51
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $177k 1.8k 99.53
Intel Corporation (INTC) 0.1 $167k 5.0k 33.55
Bristol Myers Squibb (BMY) 0.1 $164k 3.6k 45.10
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $163k 3.5k 46.42
EOG Resources (EOG) 0.1 $158k 1.4k 112.14
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $158k 4.7k 33.37
Constellation Energy (CEG) 0.1 $157k 477.00 329.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $155k 889.00 174.58
Boeing Company (BA) 0.1 $149k 689.00 215.83
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.1 $148k 4.5k 32.69
Cisco Systems (CSCO) 0.1 $143k 2.1k 68.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $138k 1.5k 91.46
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $129k 2.6k 49.04
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $128k 3.1k 41.15
Ford Motor Company (F) 0.1 $127k 11k 11.96
Innovator Etfs Trust Prem Incm 20 Bar (APRH) 0.1 $124k 5.0k 24.79
Mastercard Incorporated Cl A (MA) 0.1 $118k 208.00 569.05
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $110k 1.4k 79.90
Sprott Asset Management Physical Gold An (CEF) 0.1 $103k 2.8k 36.69
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.1 $100k 2.3k 44.21
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $100k 683.00 145.65
Duke Energy Corp Com New (DUK) 0.1 $97k 780.00 123.75
Norfolk Southern (NSC) 0.1 $93k 311.00 300.41
Spdr Series Trust Portfli High Yld (SPHY) 0.1 $91k 3.8k 23.94
Select Sector Spdr Tr Financial (XLF) 0.1 $86k 1.6k 53.87
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $84k 283.00 297.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $82k 972.00 84.11
Automatic Data Processing (ADP) 0.1 $81k 275.00 293.50
Southern Company (SO) 0.1 $80k 840.00 94.77
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $78k 1.7k 46.12
Kratos Defense & Sec Solutio Com New (KTOS) 0.1 $78k 850.00 91.37
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $75k 628.00 118.83
Medtronic SHS (MDT) 0.1 $74k 777.00 95.24
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $73k 2.6k 27.90
Super Micro Computer Com New (SMCI) 0.0 $71k 1.5k 47.94
PPG Industries (PPG) 0.0 $65k 622.00 105.17
Ast Spacemobile Com Cl A (ASTS) 0.0 $65k 1.3k 49.08
Exelon Corporation (EXC) 0.0 $65k 1.4k 45.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $63k 1.4k 45.57
Edwards Lifesciences (EW) 0.0 $62k 800.00 77.77
Yum! Brands (YUM) 0.0 $61k 398.00 152.00
MetLife (MET) 0.0 $58k 700.00 82.37
Unilever Spon Adr New (UL) 0.0 $56k 950.00 59.28
Canadian Pacific Kansas City (CP) 0.0 $52k 703.00 74.49
Altria (MO) 0.0 $52k 786.00 66.06
General Dynamics Corporation (GD) 0.0 $51k 148.00 341.00
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $46k 915.00 50.59
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $45k 2.0k 22.46
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.0 $44k 1.2k 36.69
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $42k 900.00 46.32
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.0 $37k 700.00 53.02
Gxo Logistics Incorporated Common Stock (GXO) 0.0 $37k 699.00 52.89
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $36k 84.00 433.05
Tesla Motors (TSLA) 0.0 $36k 81.00 444.73
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $35k 800.00 43.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $35k 52.00 666.19
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $33k 60.00 546.75
Ishares Tr Core Total Usd (IUSB) 0.0 $31k 661.00 46.71
Spdr Gold Tr Gold Shs (GLD) 0.0 $30k 85.00 355.47
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $30k 290.00 103.36
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $30k 310.00 95.14
Stanley Black & Decker (SWK) 0.0 $28k 380.00 74.33
Public Service Enterprise (PEG) 0.0 $25k 300.00 83.46
Lockheed Martin Corporation (LMT) 0.0 $25k 50.00 499.22
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $25k 382.00 65.00
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.0 $24k 500.00 48.42
Vanguard Index Fds Small Cp Etf (VB) 0.0 $23k 90.00 254.29
Caterpillar (CAT) 0.0 $20k 42.00 477.17
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $17k 800.00 20.93
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.0 $16k 300.00 51.60
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.0 $15k 300.00 48.29
At&t (T) 0.0 $14k 510.00 28.24
Applied Materials (AMAT) 0.0 $14k 70.00 204.74
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $14k 86.00 164.55
Oge Energy Corp (OGE) 0.0 $14k 300.00 46.27
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $13k 150.00 87.21
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $13k 130.00 99.95
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $13k 267.00 48.19
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $13k 300.00 42.02
Mondelez Intl Cl A (MDLZ) 0.0 $13k 200.00 62.47
RPM International (RPM) 0.0 $12k 100.00 117.88
UnitedHealth (UNH) 0.0 $11k 33.00 345.30
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $11k 436.00 24.40
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $10k 97.00 103.00
Select Sector Spdr Tr Energy (XLE) 0.0 $9.8k 110.00 89.35
Amgen (AMGN) 0.0 $9.3k 33.00 282.21
Backblaze Com Cl A (BLZE) 0.0 $9.3k 1.0k 9.28
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $9.1k 200.00 45.74
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $8.6k 146.00 59.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $8.6k 42.00 203.60
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $8.0k 41.00 194.51
Ishares Core Msci Emkt (IEMG) 0.0 $7.4k 113.00 65.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $7.1k 59.00 120.73
Ishares Tr Eafe Value Etf (EFV) 0.0 $6.6k 98.00 67.84
Rivian Automotive Com Cl A (RIVN) 0.0 $6.6k 450.00 14.68
Vanguard World Financials Etf (VFH) 0.0 $6.6k 50.00 131.48
Cs Disco (LAW) 0.0 $6.5k 1.0k 6.46
Verizon Communications (VZ) 0.0 $6.3k 144.00 43.95
Ishares Tr Core Intl Aggr (IAGG) 0.0 $6.3k 122.00 51.24
Realty Income (O) 0.0 $6.1k 100.00 60.79
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $5.8k 28.00 206.54
Ambarella SHS (AMBA) 0.0 $5.4k 65.00 82.52
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.0 $5.1k 4.00 1280.00
Crowdstrike Hldgs Cl A (CRWD) 0.0 $4.9k 10.00 490.40
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $3.6k 32.00 113.91
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $3.6k 16.00 225.25
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $3.5k 49.00 71.06
Ishares Tr S&p 100 Etf (OEF) 0.0 $3.3k 10.00 332.90
Blackrock Etf Trust Ishares Us Thema (THRO) 0.0 $3.1k 81.00 37.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $3.0k 10.00 298.10
Astera Labs (ALAB) 0.0 $2.9k 15.00 195.80
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $2.8k 29.00 95.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.7k 50.00 54.18
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $2.7k 116.00 23.12
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $2.6k 10.00 256.50
Ishares Tr U.s. Tech Etf (IYW) 0.0 $2.5k 13.00 195.92
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $2.5k 48.00 52.23
Ishares Gold Tr Ishares New (IAU) 0.0 $2.5k 34.00 72.79
Lucid Group Com New (LCID) 0.0 $2.4k 100.00 23.79
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $1.6k 70.00 23.09
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $903.000000 21.00 43.00
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $810.999800 26.00 31.19
Kraneshares Trust Elec Veh Futur (KARS) 0.0 $700.000400 23.00 30.43
Airbnb Com Cl A (ABNB) 0.0 $608.000000 5.00 121.60
British Amern Tob Sponsored Adr (BTI) 0.0 $531.000000 10.00 53.10
Quantumscape Corp Com Cl A (QS) 0.0 $493.000000 40.00 12.32
Ishares Tr Broad Usd High (USHY) 0.0 $453.999600 12.00 37.83
Southwest Airlines (LUV) 0.0 $320.000000 10.00 32.00
Peloton Interactive Cl A Com (PTON) 0.0 $270.000000 30.00 9.00
Dbx Etf Tr Xtrack Intl Real (HAUZ) 0.0 $164.999800 7.00 23.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $150.999800 7.00 21.57
Moderna (MRNA) 0.0 $130.000000 5.00 26.00
Lemonade (LMND) 0.0 $54.000000 1.00 54.00
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $26.000000 1.00 26.00