CoreFirst Bank & Trust as of Dec. 31, 2025
Portfolio Holdings for CoreFirst Bank & Trust
CoreFirst Bank & Trust holds 300 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $11M | 42k | 271.86 | |
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 5.3 | $9.7M | 103k | 93.97 | |
| Colgate-Palmolive Company (CL) | 4.7 | $8.7M | 110k | 79.02 | |
| Vanguard Europe Pacific ETF (VEA) | 3.9 | $7.2M | 116k | 62.47 | |
| Ishares Tr dev val factor (IVLU) | 3.6 | $6.7M | 177k | 38.05 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.1 | $5.7M | 56k | 101.98 | |
| Vanguard High Dividend Yield ETF (VYM) | 3.0 | $5.6M | 39k | 143.52 | |
| Etf Ser Solutions Aptus Collared (ACIO) | 2.9 | $5.3M | 121k | 43.70 | |
| iShares S&P 500 Index (IVV) | 2.2 | $4.2M | 6.1k | 684.94 | |
| Vanguard Dividend Appreciation ETF (VIG) | 2.1 | $4.0M | 18k | 219.78 | |
| American Centy Etf Tr avantis emgmkt (AVEM) | 2.0 | $3.8M | 49k | 77.02 | |
| Ishares Inc core msci emkt (IEMG) | 2.0 | $3.8M | 56k | 67.22 | |
| Microsoft Corporation (MSFT) | 2.0 | $3.8M | 7.8k | 483.62 | |
| iShares S&P SmallCap 600 Index (IJR) | 1.9 | $3.4M | 29k | 120.18 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 1.7 | $3.1M | 35k | 90.00 | |
| J P Morgan Exchange-traded F (JEPI) | 1.5 | $2.7M | 48k | 57.24 | |
| Johnson & Johnson (JNJ) | 1.5 | $2.7M | 13k | 206.95 | |
| iShares S&P MidCap 400 Index (IJH) | 1.4 | $2.6M | 40k | 66.00 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 1.4 | $2.6M | 18k | 143.33 | |
| Wal-Mart Stores (WMT) | 1.3 | $2.5M | 22k | 111.41 | |
| Akre Focus Etf (AKRE) | 1.3 | $2.4M | 37k | 65.51 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $2.4M | 20k | 120.34 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.3M | 7.3k | 322.22 | |
| Spdr S&p 500 Etf (SPY) | 1.2 | $2.3M | 3.3k | 681.92 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 1.2 | $2.2M | 11k | 191.56 | |
| Lowe's Companies (LOW) | 1.1 | $2.1M | 8.5k | 241.16 | |
| Invesco Exchange Traded Fd T russel 200 eql (EQWL) | 1.1 | $2.0M | 17k | 118.16 | |
| McDonald's Corporation (MCD) | 1.1 | $1.9M | 6.4k | 305.63 | |
| American Centy Etf Tr (AVES) | 1.0 | $1.9M | 33k | 58.31 | |
| Chevron Corporation (CVX) | 1.0 | $1.9M | 13k | 152.41 | |
| Iron Mountain (IRM) | 1.0 | $1.9M | 23k | 82.95 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 1.0 | $1.8M | 19k | 91.45 | |
| Cambria Etf Tr shshld yield etf (SYLD) | 0.9 | $1.7M | 25k | 69.52 | |
| Cambria Etf Tr cambria fgn shr (FYLD) | 0.9 | $1.7M | 52k | 32.49 | |
| Procter & Gamble Company (PG) | 0.9 | $1.6M | 11k | 143.31 | |
| Vanguard Us Value Factor (VFVA) | 0.8 | $1.4M | 11k | 132.78 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $1.2M | 2.4k | 502.65 | |
| Norfolk Southern (NSC) | 0.7 | $1.2M | 4.2k | 288.72 | |
| Spdr Ser Tr russell yield (ONEY) | 0.5 | $1.0M | 9.0k | 113.56 | |
| Merck & Co (MRK) | 0.5 | $1.0M | 9.6k | 105.26 | |
| Abbvie (ABBV) | 0.5 | $997k | 4.4k | 228.49 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $992k | 5.4k | 183.40 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $957k | 3.1k | 313.00 | |
| Amgen (AMGN) | 0.5 | $950k | 2.9k | 327.31 | |
| ConocoPhillips (COP) | 0.5 | $943k | 10k | 93.61 | |
| Pepsi (PEP) | 0.5 | $931k | 6.5k | 143.52 | |
| American Express Company (AXP) | 0.5 | $928k | 2.5k | 369.95 | |
| Eaton (ETN) | 0.5 | $897k | 2.8k | 318.51 | |
| Cambria Etf Tr emrg sharehldr (EYLD) | 0.5 | $874k | 23k | 38.33 | |
| Amazon (AMZN) | 0.4 | $826k | 3.6k | 230.82 | |
| Walt Disney Company (DIS) | 0.4 | $824k | 7.2k | 113.77 | |
| Home Depot (HD) | 0.4 | $761k | 2.2k | 344.10 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $755k | 1.00 | 754800.00 | |
| Altria (MO) | 0.4 | $724k | 13k | 57.66 | |
| Accenture (ACN) | 0.4 | $704k | 2.6k | 268.30 | |
| Visa (V) | 0.4 | $698k | 2.0k | 350.71 | |
| Danaher Corporation (DHR) | 0.4 | $690k | 3.0k | 228.92 | |
| UnitedHealth (UNH) | 0.4 | $673k | 2.0k | 330.11 | |
| Dollar General (DG) | 0.4 | $664k | 5.0k | 132.77 | |
| Evergy (EVRG) | 0.4 | $652k | 9.0k | 72.49 | |
| Eli Lilly & Co. (LLY) | 0.3 | $645k | 600.00 | 1074.68 | |
| Ares Management Corporation cl a com stk (ARES) | 0.3 | $622k | 3.8k | 161.63 | |
| Cisco Systems (CSCO) | 0.3 | $612k | 7.9k | 77.03 | |
| Philip Morris International (PM) | 0.3 | $588k | 3.7k | 160.40 | |
| Corning Incorporated (GLW) | 0.3 | $584k | 6.7k | 87.56 | |
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $581k | 1.7k | 335.27 | |
| Oracle Corporation (ORCL) | 0.3 | $579k | 3.0k | 194.91 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $568k | 1.8k | 313.80 | |
| Coca-Cola Company (KO) | 0.3 | $549k | 7.9k | 69.91 | |
| S&p Global (SPGI) | 0.3 | $544k | 1.0k | 522.59 | |
| Nucor Corporation (NUE) | 0.3 | $519k | 3.2k | 163.11 | |
| Costco Wholesale Corporation (COST) | 0.3 | $511k | 592.00 | 862.34 | |
| Cigna Corp (CI) | 0.3 | $503k | 1.8k | 275.23 | |
| International Business Machines (IBM) | 0.3 | $499k | 1.7k | 296.21 | |
| Intuit (INTU) | 0.3 | $496k | 749.00 | 662.42 | |
| Novartis (NVS) | 0.3 | $476k | 3.5k | 137.87 | |
| Olin Corporation (OLN) | 0.3 | $472k | 23k | 20.83 | |
| Capital One Financial (COF) | 0.3 | $470k | 1.9k | 242.36 | |
| Automatic Data Processing (ADP) | 0.2 | $434k | 1.7k | 257.23 | |
| Fiserv (FI) | 0.2 | $417k | 6.2k | 67.17 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $412k | 2.5k | 162.63 | |
| Advanced Micro Devices (AMD) | 0.2 | $402k | 1.9k | 214.16 | |
| General Electric (GE) | 0.2 | $398k | 1.3k | 308.03 | |
| Nike (NKE) | 0.2 | $394k | 6.2k | 63.71 | |
| Honeywell International (HON) | 0.2 | $393k | 2.0k | 195.09 | |
| Wells Fargo & Company (WFC) | 0.2 | $376k | 4.0k | 93.20 | |
| Robert Half International (RHI) | 0.2 | $371k | 14k | 27.16 | |
| Intercontinental Exchange (ICE) | 0.2 | $352k | 2.2k | 161.96 | |
| Caterpillar (CAT) | 0.2 | $328k | 573.00 | 572.87 | |
| Phillips 66 (PSX) | 0.2 | $322k | 2.5k | 129.04 | |
| NVIDIA Corporation (NVDA) | 0.2 | $322k | 1.7k | 186.50 | |
| Deere & Company (DE) | 0.2 | $320k | 687.00 | 465.57 | |
| Abbott Laboratories (ABT) | 0.2 | $318k | 2.5k | 125.29 | |
| Emerson Electric (EMR) | 0.2 | $295k | 2.2k | 132.72 | |
| Starbucks Corporation (SBUX) | 0.2 | $295k | 3.5k | 84.21 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $295k | 480.00 | 614.31 | |
| Church & Dwight (CHD) | 0.2 | $294k | 3.5k | 83.85 | |
| At&t (T) | 0.2 | $290k | 12k | 24.84 | |
| Anheuser-Busch InBev NV (BUD) | 0.2 | $287k | 4.5k | 64.04 | |
| Halliburton Company (HAL) | 0.2 | $278k | 9.8k | 28.26 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $277k | 2.2k | 123.26 | |
| Bristol Myers Squibb (BMY) | 0.1 | $273k | 5.1k | 53.94 | |
| Oneok (OKE) | 0.1 | $272k | 3.7k | 73.50 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $251k | 1.8k | 141.14 | |
| Xcel Energy (XEL) | 0.1 | $249k | 3.4k | 73.86 | |
| Target Corporation (TGT) | 0.1 | $247k | 2.5k | 97.75 | |
| Bunge (BG) | 0.1 | $245k | 2.8k | 89.08 | |
| Verizon Communications (VZ) | 0.1 | $244k | 6.0k | 40.73 | |
| Novo Nordisk A/S (NVO) | 0.1 | $240k | 4.7k | 50.88 | |
| Stryker Corporation (SYK) | 0.1 | $239k | 680.00 | 351.47 | |
| Mondelez Int (MDLZ) | 0.1 | $238k | 4.4k | 53.83 | |
| United Parcel Service (UPS) | 0.1 | $234k | 2.4k | 99.19 | |
| Union Pacific Corporation (UNP) | 0.1 | $218k | 942.00 | 231.32 | |
| Spdr Series Trust aerospace def (XAR) | 0.1 | $209k | 865.00 | 241.24 | |
| Ge Vernova (GEV) | 0.1 | $208k | 318.00 | 653.57 | |
| MetLife (MET) | 0.1 | $193k | 2.5k | 78.94 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $192k | 1.4k | 136.94 | |
| American Tower Reit (AMT) | 0.1 | $190k | 1.1k | 175.57 | |
| Canadian Natural Resources (CNQ) | 0.1 | $190k | 5.6k | 33.85 | |
| Chubb (CB) | 0.1 | $187k | 599.00 | 312.12 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $186k | 1.9k | 96.03 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.1 | $185k | 2.2k | 84.64 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $183k | 2.4k | 75.44 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $180k | 854.00 | 210.34 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $178k | 370.00 | 480.57 | |
| Bank of America Corporation (BAC) | 0.1 | $175k | 3.2k | 55.00 | |
| Enbridge (ENB) | 0.1 | $166k | 3.5k | 47.83 | |
| Westlake Chemical Corporation (WLK) | 0.1 | $164k | 2.2k | 73.94 | |
| Portland General Electric Company (POR) | 0.1 | $164k | 3.4k | 47.99 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $160k | 800.00 | 199.68 | |
| Republic Services (RSG) | 0.1 | $159k | 750.00 | 211.93 | |
| S&T Ban (STBA) | 0.1 | $157k | 4.0k | 39.35 | |
| Northern Trust Corporation (NTRS) | 0.1 | $154k | 1.1k | 136.59 | |
| Dimensional Etf Trust (DFAC) | 0.1 | $146k | 3.7k | 39.59 | |
| Southwest Airlines (LUV) | 0.1 | $143k | 3.5k | 41.33 | |
| Enterprise Products Partners (EPD) | 0.1 | $139k | 4.3k | 32.06 | |
| Oge Energy Corp (OGE) | 0.1 | $137k | 3.2k | 42.70 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $136k | 1.4k | 100.89 | |
| Ishares Gold Tr (IAUM) | 0.1 | $129k | 3.0k | 42.99 | |
| Williams Companies (WMB) | 0.1 | $128k | 2.1k | 60.11 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $128k | 520.00 | 246.16 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $124k | 218.00 | 570.21 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $123k | 708.00 | 173.49 | |
| iShares Russell Midcap Value Index (IWS) | 0.1 | $122k | 865.00 | 141.05 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $122k | 626.00 | 194.34 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $120k | 253.00 | 473.30 | |
| Ameriprise Financial (AMP) | 0.1 | $119k | 243.00 | 490.34 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $116k | 1.0k | 116.09 | |
| Pfizer (PFE) | 0.1 | $112k | 4.5k | 24.90 | |
| Medtronic (MDT) | 0.1 | $111k | 1.2k | 96.06 | |
| Tyson Foods (TSN) | 0.1 | $111k | 1.9k | 58.62 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $111k | 1.1k | 99.88 | |
| Ishares Tr msci usavalfct (VLUE) | 0.1 | $110k | 802.00 | 136.73 | |
| EOG Resources (EOG) | 0.1 | $109k | 1.0k | 105.01 | |
| Cardinal Health (CAH) | 0.1 | $107k | 520.00 | 205.50 | |
| American Water Works (AWK) | 0.1 | $106k | 815.00 | 130.50 | |
| Xylem (XYL) | 0.1 | $106k | 779.00 | 136.18 | |
| Biogen Idec (BIIB) | 0.1 | $104k | 590.00 | 175.99 | |
| Qualcomm (QCOM) | 0.1 | $104k | 607.00 | 171.05 | |
| U.S. Bancorp (USB) | 0.1 | $101k | 1.9k | 53.36 | |
| Paycom Software (PAYC) | 0.1 | $100k | 630.00 | 159.36 | |
| Ameren Corporation (AEE) | 0.1 | $100k | 1.0k | 99.86 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $100k | 258.00 | 386.85 | |
| Owens Corning (OC) | 0.1 | $99k | 880.00 | 111.91 | |
| McKesson Corporation (MCK) | 0.1 | $96k | 117.00 | 820.29 | |
| Masco Corporation (MAS) | 0.1 | $95k | 1.5k | 63.46 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $95k | 525.00 | 181.21 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $95k | 2.0k | 48.32 | |
| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.1 | $95k | 1.4k | 67.64 | |
| Plains All American Pipeline (PAA) | 0.1 | $94k | 5.3k | 17.96 | |
| Ford Motor Company (F) | 0.1 | $93k | 7.1k | 13.12 | |
| Comcast Corporation (CMCSA) | 0.1 | $93k | 3.1k | 29.89 | |
| D.R. Horton (DHI) | 0.0 | $92k | 635.00 | 144.03 | |
| Facebook Inc cl a (META) | 0.0 | $90k | 137.00 | 660.09 | |
| Canadian Natl Ry (CNI) | 0.0 | $89k | 903.00 | 98.85 | |
| Commerce Bancshares (CBSH) | 0.0 | $89k | 1.7k | 52.32 | |
| Yum! Brands (YUM) | 0.0 | $88k | 580.00 | 151.28 | |
| Veralto Corp (VLTO) | 0.0 | $86k | 865.00 | 99.78 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $86k | 862.00 | 99.91 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $84k | 1.2k | 68.37 | |
| First Citizens BancShares (FCNCA) | 0.0 | $84k | 39.00 | 2146.16 | |
| Lear Corporation (LEA) | 0.0 | $84k | 730.00 | 114.60 | |
| Lululemon Athletica (LULU) | 0.0 | $83k | 400.00 | 207.81 | |
| Hf Sinclair Corp (DINO) | 0.0 | $82k | 1.8k | 46.08 | |
| First Solar (FSLR) | 0.0 | $80k | 305.00 | 261.23 | |
| Capitol Federal Financial (CFFN) | 0.0 | $79k | 12k | 6.81 | |
| 3M Company (MMM) | 0.0 | $77k | 480.00 | 160.10 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $75k | 355.00 | 212.07 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $74k | 145.00 | 510.73 | |
| Weyerhaeuser Company (WY) | 0.0 | $73k | 3.1k | 23.69 | |
| Ross Stores (ROST) | 0.0 | $72k | 402.00 | 180.14 | |
| Toyota Motor Corporation (TM) | 0.0 | $72k | 338.00 | 214.06 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $72k | 149.00 | 483.67 | |
| Waste Management (WM) | 0.0 | $70k | 320.00 | 219.71 | |
| Vanguard Growth ETF (VUG) | 0.0 | $68k | 140.00 | 487.86 | |
| Kimco Realty Corporation (KIM) | 0.0 | $66k | 3.3k | 20.27 | |
| Public Service Enterprise (PEG) | 0.0 | $66k | 820.00 | 80.30 | |
| British American Tobac (BTI) | 0.0 | $63k | 1.1k | 56.62 | |
| Eversource Energy (ES) | 0.0 | $61k | 907.00 | 67.33 | |
| Realty Income (O) | 0.0 | $61k | 1.1k | 56.37 | |
| L3harris Technologies (LHX) | 0.0 | $59k | 200.00 | 293.57 | |
| Kroger (KR) | 0.0 | $57k | 918.00 | 62.48 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $57k | 774.00 | 73.56 | |
| Ingredion Incorporated (INGR) | 0.0 | $56k | 505.00 | 110.26 | |
| Blackrock Munivest Fund II (MVT) | 0.0 | $54k | 5.0k | 10.81 | |
| Wabtec Corporation (WAB) | 0.0 | $54k | 254.00 | 213.45 | |
| Arrow Electronics (ARW) | 0.0 | $53k | 483.00 | 110.18 | |
| Blackrock (BLK) | 0.0 | $51k | 48.00 | 1070.33 | |
| PPG Industries (PPG) | 0.0 | $51k | 500.00 | 102.46 | |
| Lamb Weston Hldgs (LW) | 0.0 | $49k | 1.2k | 41.89 | |
| Corteva (CTVA) | 0.0 | $48k | 720.00 | 67.03 | |
| Constellation Energy (CEG) | 0.0 | $47k | 133.00 | 353.27 | |
| Hershey Company (HSY) | 0.0 | $44k | 240.00 | 181.98 | |
| Becton, Dickinson and (BDX) | 0.0 | $43k | 222.00 | 194.07 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $42k | 70.00 | 603.29 | |
| Micron Technology (MU) | 0.0 | $42k | 146.00 | 285.41 | |
| Clorox Company (CLX) | 0.0 | $41k | 410.00 | 100.83 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $41k | 473.00 | 87.35 | |
| MasterCard Incorporated (MA) | 0.0 | $40k | 70.00 | 570.89 | |
| Boeing Company (BA) | 0.0 | $39k | 181.00 | 217.12 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $39k | 363.00 | 107.11 | |
| Linde (LIN) | 0.0 | $38k | 90.00 | 426.39 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $38k | 225.00 | 170.00 | |
| Tesla Motors (TSLA) | 0.0 | $38k | 85.00 | 449.72 | |
| Exelon Corporation (EXC) | 0.0 | $38k | 872.00 | 43.59 | |
| Qnity Electronics (Q) | 0.0 | $38k | 463.00 | 81.65 | |
| Dupont De Nemours (DD) | 0.0 | $37k | 926.00 | 40.20 | |
| Garmin (GRMN) | 0.0 | $37k | 180.00 | 202.85 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $36k | 182.00 | 198.62 | |
| Manager Directed Portfolios (VGSR) | 0.0 | $35k | 3.4k | 10.40 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $34k | 4.2k | 8.11 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $31k | 49.00 | 627.12 | |
| Roper Industries (ROP) | 0.0 | $31k | 69.00 | 445.13 | |
| SEI Investments Company (SEIC) | 0.0 | $31k | 373.00 | 82.02 | |
| Duke Energy (DUK) | 0.0 | $30k | 252.00 | 117.21 | |
| Etfs Physical Platinum (PPLT) | 0.0 | $28k | 150.00 | 186.43 | |
| Kinder Morgan (KMI) | 0.0 | $28k | 1.0k | 27.49 | |
| Synchrony Financial (SYF) | 0.0 | $27k | 320.00 | 83.43 | |
| Dimensional Etf Trust (DFAT) | 0.0 | $26k | 443.00 | 59.54 | |
| BP (BP) | 0.0 | $25k | 721.00 | 34.73 | |
| GSK (GSK) | 0.0 | $23k | 472.00 | 49.04 | |
| AllianceBernstein Holding (AB) | 0.0 | $23k | 600.00 | 38.48 | |
| Warner Bros. Discovery (WBD) | 0.0 | $23k | 793.00 | 28.82 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $21k | 288.00 | 74.07 | |
| Citigroup (C) | 0.0 | $21k | 182.00 | 116.69 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $21k | 1.6k | 13.21 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $20k | 430.00 | 46.71 | |
| Broadcom (AVGO) | 0.0 | $19k | 55.00 | 346.11 | |
| Nuveen Nasdaq 100 Dynamic Over (QQQX) | 0.0 | $19k | 658.00 | 28.52 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $19k | 600.00 | 30.96 | |
| Intel Corporation (INTC) | 0.0 | $19k | 500.00 | 36.90 | |
| Solstice Advanced Matls (SOLS) | 0.0 | $18k | 375.00 | 48.58 | |
| Baxter International (BAX) | 0.0 | $17k | 900.00 | 19.11 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $17k | 112.00 | 148.69 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $16k | 2.1k | 7.83 | |
| FirstEnergy (FE) | 0.0 | $16k | 362.00 | 44.77 | |
| Artisan Partners (APAM) | 0.0 | $16k | 395.00 | 40.74 | |
| CVS Caremark Corporation (CVS) | 0.0 | $16k | 202.00 | 79.36 | |
| FedEx Corporation (FDX) | 0.0 | $16k | 55.00 | 288.85 | |
| Vanguard Scottsdale Fds cmn (VTWV) | 0.0 | $16k | 99.00 | 159.93 | |
| Public Storage (PSA) | 0.0 | $16k | 60.00 | 259.50 | |
| Prudential Financial (PRU) | 0.0 | $15k | 132.00 | 112.88 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $15k | 7.00 | 2078.00 | |
| Leidos Holdings (LDOS) | 0.0 | $14k | 78.00 | 180.40 | |
| ConAgra Foods (CAG) | 0.0 | $14k | 790.00 | 17.31 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.0 | $14k | 930.00 | 14.70 | |
| Analog Devices (ADI) | 0.0 | $14k | 50.00 | 271.20 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $14k | 937.00 | 14.36 | |
| Principal Financial (PFG) | 0.0 | $13k | 150.00 | 88.21 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $13k | 156.00 | 83.00 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.0 | $13k | 132.00 | 96.88 | |
| Yum China Holdings (YUMC) | 0.0 | $13k | 267.00 | 47.74 | |
| American International (AIG) | 0.0 | $12k | 138.00 | 85.55 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $11k | 84.00 | 131.60 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $11k | 261.00 | 41.12 | |
| Huntsman Corporation (HUN) | 0.0 | $10k | 1.0k | 10.00 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $10k | 139.00 | 73.48 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $9.6k | 625.00 | 15.34 | |
| Omni (OMC) | 0.0 | $9.4k | 117.00 | 80.75 | |
| General Mills (GIS) | 0.0 | $9.2k | 198.00 | 46.50 | |
| Dimensional Etf Trust (DFUS) | 0.0 | $9.0k | 121.00 | 74.17 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $7.9k | 290.00 | 27.08 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $7.8k | 615.00 | 12.66 | |
| Applied Materials (AMAT) | 0.0 | $7.5k | 29.00 | 257.00 | |
| John Hancock Preferred Income Fund III (HPS) | 0.0 | $7.2k | 500.00 | 14.41 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $7.0k | 299.00 | 23.41 | |
| Kraft Heinz (KHC) | 0.0 | $6.2k | 254.00 | 24.25 | |
| Manulife Finl Corp (MFC) | 0.0 | $5.8k | 160.00 | 36.28 | |
| Netflix (NFLX) | 0.0 | $5.6k | 60.00 | 93.77 | |
| First Tr Exchng Traded Fd Vi (DSEP) | 0.0 | $4.9k | 110.00 | 44.91 | |
| Dow (DOW) | 0.0 | $4.4k | 189.00 | 23.38 | |
| Anthem (ELV) | 0.0 | $4.2k | 12.00 | 350.58 | |
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $4.1k | 403.00 | 10.19 | |
| AstraZeneca | 0.0 | $3.7k | 40.00 | 91.92 | |
| Security National Financial (SNFCA) | 0.0 | $3.2k | 353.00 | 9.01 | |
| First Trust/Four Corners SFRI Fund II (FCT) | 0.0 | $3.1k | 312.00 | 10.07 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $3.1k | 58.00 | 53.76 | |
| Alpha Architect Etf Tr us quant etf (QVAL) | 0.0 | $2.7k | 56.00 | 48.80 | |
| Kyndryl Holdings Ord Wi (KD) | 0.0 | $1.1k | 40.00 | 26.55 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $410.000000 | 5.00 | 82.00 |