Cozad Asset Management as of June 30, 2025
Portfolio Holdings for Cozad Asset Management
Cozad Asset Management holds 406 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 Total Stock Market ETF (VTI) | 3.2 | $37M | 121k | 303.93 | |
| Apple (AAPL) | 2.7 | $31M | 153k | 205.17 | |
| NVIDIA Corporation (NVDA) | 2.5 | $29M | 182k | 157.99 | |
| Broadcom (AVGO) | 2.1 | $24M | 88k | 275.65 | |
| Microsoft Corporation (MSFT) | 2.0 | $23M | 46k | 497.41 | |
| Amazon (AMZN) | 1.9 | $22M | 98k | 219.39 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $19M | 105k | 176.23 | |
| Invesco Exchange W&p 500 Qualit equities (SPHQ) | 1.6 | $18M | 252k | 71.26 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.6 | $18M | 359k | 49.92 | |
| Facebook Inc cl a (META) | 1.6 | $18M | 24k | 738.09 | |
| Eli Lilly & Co. (LLY) | 1.5 | $17M | 22k | 779.53 | |
| Goldman Sachs (GS) | 1.5 | $17M | 24k | 707.75 | |
| Lam Research (LRCX) | 1.5 | $17M | 171k | 97.34 | |
| Costco Wholesale Corporation (COST) | 1.4 | $17M | 17k | 989.91 | |
| United Rentals (URI) | 1.4 | $16M | 22k | 753.40 | |
| Vanguard Mega Cap 300 Index (MGC) | 1.4 | $16M | 72k | 224.92 | |
| Applovin Corp Class A (APP) | 1.3 | $15M | 44k | 350.08 | |
| Vanguard Dividend Appreciation ETF (VIG) | 1.3 | $15M | 73k | 204.67 | |
| MasterCard Incorporated (MA) | 1.2 | $14M | 25k | 561.93 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 1.2 | $14M | 528k | 26.50 | |
| Vanguard S&p 500 Etf idx (VOO) | 1.2 | $14M | 25k | 568.04 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $14M | 93k | 149.58 | |
| Hca Holdings (HCA) | 1.1 | $12M | 32k | 383.10 | |
| Pacer Fds Tr us cash cows 100 (COWZ) | 1.1 | $12M | 221k | 55.10 | |
| Taiwan Semiconductor Mfg (TSM) | 1.1 | $12M | 53k | 226.49 | |
| Interactive Brokers (IBKR) | 1.0 | $12M | 216k | 55.41 | |
| Goldman Sachs Etf Tr (GSLC) | 1.0 | $12M | 97k | 121.38 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $11M | 193k | 56.15 | |
| Vanguard Mid-Cap ETF (VO) | 0.9 | $11M | 39k | 279.83 | |
| Vanguard Scottsdale Fds cmn (VONE) | 0.9 | $10M | 37k | 280.86 | |
| Us Foods Hldg Corp call (USFD) | 0.9 | $9.9M | 128k | 77.01 | |
| J P Morgan Exchange Traded F (JPEF) | 0.8 | $9.7M | 138k | 70.14 | |
| Nortonlifelock (GEN) | 0.8 | $9.3M | 315k | 29.40 | |
| AmerisourceBergen (COR) | 0.8 | $8.9M | 30k | 299.85 | |
| Fiserv (FI) | 0.8 | $8.9M | 51k | 172.41 | |
| Spdr S&p 500 Etf (SPY) | 0.7 | $8.3M | 13k | 617.87 | |
| First Busey Corp Class A Common (BUSE) | 0.7 | $7.9M | 347k | 22.89 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $7.9M | 14k | 551.63 | |
| Home Depot (HD) | 0.7 | $7.9M | 22k | 366.64 | |
| Cheniere Energy (LNG) | 0.7 | $7.9M | 32k | 243.52 | |
| Vanguard Admiral Fds Inc equity (VOOG) | 0.7 | $7.8M | 20k | 396.54 | |
| Vanguard Small-Cap ETF (VB) | 0.6 | $7.0M | 30k | 236.98 | |
| First Trust Morningstar Divid Ledr (FDL) | 0.6 | $6.6M | 159k | 41.87 | |
| Ishares Tr rus200 grw idx (IWY) | 0.6 | $6.5M | 27k | 246.51 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $6.5M | 13k | 485.77 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.6 | $6.3M | 58k | 109.29 | |
| Capital Group Growth Etf (CGGR) | 0.5 | $6.2M | 153k | 40.65 | |
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 0.5 | $6.2M | 99k | 62.74 | |
| Intercontinental Exchange (ICE) | 0.5 | $6.1M | 33k | 183.47 | |
| National Fuel Gas (NFG) | 0.5 | $6.1M | 72k | 84.71 | |
| Delta Air Lines (DAL) | 0.5 | $5.9M | 119k | 49.18 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.5 | $5.7M | 24k | 240.32 | |
| Invesco Exchange Traded Fd T russel 200 gwt (SPGP) | 0.5 | $5.6M | 52k | 107.70 | |
| Archer Daniels Midland Company (ADM) | 0.5 | $5.6M | 106k | 52.78 | |
| Ishares Tr msci usa smlcp (SMLF) | 0.5 | $5.5M | 81k | 67.95 | |
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.5 | $5.5M | 105k | 52.34 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.5 | $5.3M | 49k | 109.20 | |
| Quanta Services (PWR) | 0.5 | $5.3M | 14k | 378.08 | |
| Universal Health Services (UHS) | 0.5 | $5.2M | 29k | 181.15 | |
| iShares Russell 3000 Index (IWV) | 0.4 | $5.1M | 15k | 351.00 | |
| Metropcs Communications (TMUS) | 0.4 | $5.0M | 21k | 238.25 | |
| Expedia (EXPE) | 0.4 | $5.0M | 29k | 168.68 | |
| Jabil Circuit (JBL) | 0.4 | $4.9M | 22k | 218.10 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.4 | $4.6M | 46k | 100.70 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.4 | $4.6M | 63k | 72.82 | |
| Wal-Mart Stores (WMT) | 0.4 | $4.5M | 46k | 97.78 | |
| Targa Res Corp (TRGP) | 0.4 | $4.5M | 26k | 174.08 | |
| Schwab U S Broad Market ETF (SCHB) | 0.4 | $4.4M | 184k | 23.83 | |
| Cardinal Health (CAH) | 0.4 | $4.4M | 26k | 168.00 | |
| Ishares Tr usa min vo (USMV) | 0.4 | $4.3M | 46k | 93.87 | |
| Vanguard Growth ETF (VUG) | 0.4 | $4.3M | 9.7k | 438.40 | |
| iShares S&P MidCap 400 Index (IJH) | 0.4 | $4.1M | 66k | 62.02 | |
| Garmin (GRMN) | 0.3 | $3.9M | 19k | 208.72 | |
| First Mid Ill Bancshares (FMBH) | 0.3 | $3.8M | 103k | 37.49 | |
| salesforce (CRM) | 0.3 | $3.7M | 14k | 272.69 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.6M | 12k | 289.91 | |
| Coca-Cola Company (KO) | 0.3 | $3.6M | 51k | 70.75 | |
| Digital Realty Trust (DLR) | 0.3 | $3.5M | 20k | 174.33 | |
| First Trust NASDAQ-100 EqualWeighted ETF (QQEW) | 0.3 | $3.5M | 26k | 136.49 | |
| Hilton Worldwide Holdings (HLT) | 0.3 | $3.5M | 13k | 266.34 | |
| Hewlett Packard Enterprise (HPE) | 0.3 | $3.5M | 169k | 20.45 | |
| Vanguard Information Technology ETF (VGT) | 0.3 | $3.4M | 5.1k | 663.33 | |
| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.3 | $3.4M | 85k | 39.66 | |
| First Trust Value Line Dividend Indx Fnd (FVD) | 0.3 | $3.4M | 75k | 44.70 | |
| First Tr Exhcange Traded Fd smid risng etf (SDVY) | 0.3 | $3.3M | 93k | 35.28 | |
| Abbvie (ABBV) | 0.3 | $3.3M | 18k | 185.61 | |
| Caterpillar (CAT) | 0.3 | $3.3M | 8.4k | 388.21 | |
| Capital Group Divid Value Etf Shs Creation Unit (CGDV) | 0.3 | $3.3M | 83k | 39.49 | |
| Alphabet Inc Class C cs (GOOG) | 0.3 | $3.2M | 18k | 177.39 | |
| Paychex (PAYX) | 0.3 | $3.2M | 22k | 145.46 | |
| Cal-Maine Foods (CALM) | 0.3 | $3.1M | 32k | 99.63 | |
| International Business Machines (IBM) | 0.3 | $3.1M | 11k | 294.78 | |
| iShares Russell 2000 Index (IWM) | 0.3 | $3.1M | 14k | 215.78 | |
| Fidelity Bond Etf (FBND) | 0.3 | $3.1M | 67k | 45.75 | |
| Visa (V) | 0.3 | $3.1M | 8.6k | 355.05 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $3.0M | 7.5k | 405.46 | |
| Pacer Fds Tr pacer us small (CALF) | 0.3 | $3.0M | 76k | 39.81 | |
| Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL) | 0.3 | $3.0M | 52k | 57.78 | |
| RPM International (RPM) | 0.3 | $3.0M | 27k | 109.84 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $2.9M | 22k | 133.31 | |
| Corning Incorporated (GLW) | 0.2 | $2.8M | 54k | 52.59 | |
| Williams Companies (WMB) | 0.2 | $2.8M | 45k | 62.81 | |
| Microchip Technology (MCHP) | 0.2 | $2.8M | 39k | 70.37 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.7M | 18k | 152.75 | |
| iShares Russell Midcap Index Fund (IWR) | 0.2 | $2.7M | 30k | 91.97 | |
| Sherwin-Williams Company (SHW) | 0.2 | $2.7M | 8.0k | 343.36 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.2 | $2.7M | 22k | 123.58 | |
| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.2 | $2.7M | 30k | 90.89 | |
| Avnet (AVT) | 0.2 | $2.6M | 48k | 53.08 | |
| Nucor Corporation (NUE) | 0.2 | $2.5M | 19k | 129.54 | |
| Enbridge (ENB) | 0.2 | $2.5M | 55k | 45.26 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $2.5M | 27k | 91.10 | |
| Snap-on Incorporated (SNA) | 0.2 | $2.4M | 7.8k | 311.18 | |
| Pepsi (PEP) | 0.2 | $2.4M | 18k | 132.04 | |
| Philip Morris International (PM) | 0.2 | $2.4M | 13k | 182.13 | |
| McDonald's Corporation (MCD) | 0.2 | $2.4M | 8.2k | 292.18 | |
| Dick's Sporting Goods (DKS) | 0.2 | $2.4M | 12k | 197.81 | |
| Procter & Gamble Company (PG) | 0.2 | $2.4M | 15k | 159.32 | |
| Key (KEY) | 0.2 | $2.3M | 133k | 17.42 | |
| MGIC Investment (MTG) | 0.2 | $2.3M | 82k | 27.84 | |
| Owens Corning (OC) | 0.2 | $2.3M | 16k | 137.52 | |
| Vanguard Health Care ETF (VHT) | 0.2 | $2.2M | 9.0k | 248.33 | |
| Allete (ALE) | 0.2 | $2.2M | 35k | 64.07 | |
| Timken Company (TKR) | 0.2 | $2.2M | 30k | 72.55 | |
| SPDR S&P Dividend (SDY) | 0.2 | $2.2M | 16k | 135.73 | |
| Abbott Laboratories (ABT) | 0.2 | $2.2M | 16k | 136.01 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.2 | $2.1M | 27k | 77.31 | |
| American States Water Company (AWR) | 0.2 | $2.1M | 27k | 76.66 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $2.0M | 15k | 132.81 | |
| Essex Property Trust (ESS) | 0.2 | $2.0M | 7.2k | 283.40 | |
| Old Republic International Corporation (ORI) | 0.2 | $2.0M | 53k | 38.44 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $2.0M | 40k | 50.68 | |
| Eaton (ETN) | 0.2 | $1.9M | 5.4k | 356.99 | |
| Oracle Corporation (ORCL) | 0.2 | $1.9M | 8.7k | 218.62 | |
| Cisco Systems (CSCO) | 0.2 | $1.9M | 27k | 69.38 | |
| General Mills (GIS) | 0.2 | $1.9M | 37k | 51.81 | |
| Pacer Fds Tr fund (ICOW) | 0.2 | $1.9M | 55k | 34.03 | |
| AES Corporation (AES) | 0.2 | $1.9M | 179k | 10.52 | |
| Alaska Air (ALK) | 0.2 | $1.8M | 37k | 49.48 | |
| First Trust ISE Water Index Fund (FIW) | 0.2 | $1.8M | 17k | 107.98 | |
| M&T Bank Corporation (MTB) | 0.2 | $1.8M | 9.4k | 193.99 | |
| American Express Company (AXP) | 0.2 | $1.7M | 5.4k | 318.98 | |
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $1.7M | 17k | 100.82 | |
| Merck & Co (MRK) | 0.1 | $1.7M | 22k | 79.16 | |
| International Paper Company (IP) | 0.1 | $1.7M | 36k | 46.83 | |
| Omni (OMC) | 0.1 | $1.7M | 24k | 71.94 | |
| SPDR Gold Trust (GLD) | 0.1 | $1.7M | 5.6k | 304.84 | |
| Alliant Energy Corporation (LNT) | 0.1 | $1.7M | 28k | 60.47 | |
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $1.7M | 182k | 9.19 | |
| First Trust Mid Cap Core Alpha Fnd (FNX) | 0.1 | $1.7M | 14k | 114.85 | |
| Essent (ESNT) | 0.1 | $1.6M | 27k | 60.73 | |
| Palantir Technologies (PLTR) | 0.1 | $1.6M | 12k | 136.32 | |
| Wp Carey (WPC) | 0.1 | $1.6M | 26k | 62.38 | |
| Tesla Motors (TSLA) | 0.1 | $1.6M | 5.0k | 317.66 | |
| Best Buy (BBY) | 0.1 | $1.6M | 24k | 67.13 | |
| Netflix (NFLX) | 0.1 | $1.6M | 1.2k | 1339.13 | |
| Automatic Data Processing (ADP) | 0.1 | $1.6M | 5.2k | 308.37 | |
| Devon Energy Corporation (DVN) | 0.1 | $1.6M | 49k | 31.81 | |
| Palo Alto Networks (PANW) | 0.1 | $1.6M | 7.6k | 204.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | 15k | 107.80 | |
| Civitas Resources (CIVI) | 0.1 | $1.6M | 56k | 27.52 | |
| S&p Global (SPGI) | 0.1 | $1.5M | 2.9k | 527.29 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.5M | 23k | 67.22 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $1.5M | 5.3k | 284.41 | |
| UnitedHealth (UNH) | 0.1 | $1.5M | 4.7k | 311.97 | |
| Illinois Tool Works (ITW) | 0.1 | $1.5M | 5.9k | 247.23 | |
| Janus Detroit Str Tr (JAAA) | 0.1 | $1.4M | 28k | 50.75 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $1.4M | 9.1k | 157.76 | |
| Genuine Parts Company (GPC) | 0.1 | $1.4M | 12k | 121.31 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 0.1 | $1.4M | 7.7k | 182.82 | |
| Vanguard Russell 1000 Value Et (VONV) | 0.1 | $1.4M | 16k | 85.21 | |
| iShares S&P 500 Index (IVV) | 0.1 | $1.4M | 2.2k | 620.87 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.1 | $1.4M | 15k | 93.79 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $1.4M | 2.4k | 566.48 | |
| Target Corporation (TGT) | 0.1 | $1.4M | 14k | 98.65 | |
| American Centy Etf Tr stoxx us qlty (QGRO) | 0.1 | $1.3M | 12k | 109.12 | |
| First Tr Exchng Traded Fd Vi (BUFR) | 0.1 | $1.3M | 42k | 31.80 | |
| Vanguard Value ETF (VTV) | 0.1 | $1.3M | 7.4k | 176.74 | |
| Terex Corporation (TEX) | 0.1 | $1.3M | 27k | 46.69 | |
| Booking Holdings (BKNG) | 0.1 | $1.3M | 217.00 | 5789.24 | |
| Invesco (IVZ) | 0.1 | $1.3M | 80k | 15.77 | |
| BP (BP) | 0.1 | $1.2M | 42k | 29.93 | |
| AFLAC Incorporated (AFL) | 0.1 | $1.2M | 12k | 105.46 | |
| Capital Group Core Equity Et (CGUS) | 0.1 | $1.2M | 33k | 36.93 | |
| iShares Russell Midcap Value Index (IWS) | 0.1 | $1.2M | 9.0k | 132.15 | |
| Nextera Energy (NEE) | 0.1 | $1.2M | 17k | 69.42 | |
| Deere & Company (DE) | 0.1 | $1.2M | 2.3k | 508.49 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.2M | 2.7k | 424.53 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.1M | 47k | 24.44 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $1.1M | 6.9k | 164.46 | |
| Wisdomtree Tr itl hdg div gt (IHDG) | 0.1 | $1.1M | 25k | 45.05 | |
| Axis Capital Holdings (AXS) | 0.1 | $1.1M | 11k | 103.82 | |
| Capital Southwest Corporation (CSWC) | 0.1 | $1.1M | 49k | 22.04 | |
| Invesco Exchng Traded Fd Tr s&p 500 momntm (SPMO) | 0.1 | $1.1M | 9.6k | 112.47 | |
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.1 | $1.1M | 21k | 50.92 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $1.1M | 37k | 29.21 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $1.1M | 2.4k | 440.59 | |
| Apple Hospitality Reit (APLE) | 0.1 | $1.1M | 90k | 11.67 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $1.0M | 3.1k | 339.55 | |
| Ishares Tr rus200 idx etf (IWL) | 0.1 | $1.0M | 6.8k | 153.12 | |
| Cummins (CMI) | 0.1 | $1.0M | 3.2k | 327.50 | |
| First Solar (FSLR) | 0.1 | $1.0M | 6.2k | 165.54 | |
| Sprouts Fmrs Mkt (SFM) | 0.1 | $1.0M | 6.3k | 164.64 | |
| Black Hills Corporation (BKH) | 0.1 | $1.0M | 18k | 56.10 | |
| T Rowe Price Etf (TDVG) | 0.1 | $1.0M | 24k | 42.38 | |
| Nushares Etf Tr a (NULG) | 0.1 | $1.0M | 11k | 93.95 | |
| Proshares Tr mdcp 400 divid (REGL) | 0.1 | $1.0M | 12k | 81.53 | |
| J P Morgan Exchange-traded F (JEPI) | 0.1 | $983k | 17k | 56.85 | |
| American Centy Etf Tr avantis emgmkt (AVEM) | 0.1 | $974k | 14k | 68.54 | |
| Tenet Healthcare Corporation (THC) | 0.1 | $968k | 5.5k | 176.00 | |
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $962k | 38k | 25.30 | |
| Pfizer (PFE) | 0.1 | $923k | 38k | 24.24 | |
| AstraZeneca (AZN) | 0.1 | $892k | 13k | 69.88 | |
| J P Morgan Exchange Traded F (HELO) | 0.1 | $886k | 14k | 62.58 | |
| Colgate-Palmolive Company (CL) | 0.1 | $883k | 9.7k | 90.90 | |
| Altria (MO) | 0.1 | $880k | 15k | 58.63 | |
| Ab Active Etfs (YEAR) | 0.1 | $877k | 17k | 50.66 | |
| Pacer Fds Tr globl high etf (GCOW) | 0.1 | $872k | 23k | 37.97 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $838k | 2.9k | 285.28 | |
| Sprott Physical Gold Trust (PHYS) | 0.1 | $837k | 33k | 25.35 | |
| First Trust Large Cap Core Alp Fnd (FEX) | 0.1 | $833k | 7.6k | 109.96 | |
| Leidos Holdings (LDOS) | 0.1 | $830k | 5.3k | 157.76 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.1 | $824k | 7.5k | 109.64 | |
| Intuitive Surgical (ISRG) | 0.1 | $808k | 1.5k | 543.41 | |
| SPDR S&P Emerging Markets (SPEM) | 0.1 | $805k | 19k | 42.74 | |
| Synchrony Financial (SYF) | 0.1 | $799k | 12k | 66.74 | |
| J P Morgan Exchange Traded F (JGRO) | 0.1 | $790k | 9.2k | 86.07 | |
| 3M Company (MMM) | 0.1 | $788k | 5.2k | 152.24 | |
| First Tr Exchange-traded Fd no amer energy (EMLP) | 0.1 | $782k | 21k | 37.51 | |
| Pimco (PYLD) | 0.1 | $769k | 29k | 26.54 | |
| Chevron Corporation (CVX) | 0.1 | $769k | 5.4k | 143.19 | |
| Mondelez Int (MDLZ) | 0.1 | $767k | 11k | 67.44 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $760k | 2.6k | 287.35 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $759k | 1.5k | 509.31 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $750k | 8.8k | 84.81 | |
| Helmerich & Payne (HP) | 0.1 | $749k | 49k | 15.16 | |
| Waste Management (WM) | 0.1 | $744k | 3.3k | 228.82 | |
| T Rowe Price Etf (TCAF) | 0.1 | $740k | 21k | 35.28 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $729k | 1.00 | 728800.00 | |
| Honeywell International (HON) | 0.1 | $727k | 3.1k | 232.88 | |
| Walt Disney Company (DIS) | 0.1 | $711k | 5.7k | 124.01 | |
| Novo Nordisk A/S (NVO) | 0.1 | $710k | 10k | 69.02 | |
| At&t (T) | 0.1 | $705k | 24k | 28.94 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.1 | $695k | 29k | 23.98 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $695k | 2.5k | 276.96 | |
| WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $688k | 8.4k | 82.14 | |
| Vanguard Scottsdale Fds cmn (VTHR) | 0.1 | $680k | 2.5k | 272.71 | |
| Putnam Focused Large Cap Value Etf (PVAL) | 0.1 | $679k | 17k | 40.23 | |
| Vanguard Admiral Fds Inc equity (VOOV) | 0.1 | $673k | 3.6k | 188.73 | |
| Applied Materials (AMAT) | 0.1 | $671k | 3.7k | 183.07 | |
| Linde (LIN) | 0.1 | $662k | 1.4k | 469.01 | |
| Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $654k | 6.3k | 104.29 | |
| Unilever (UL) | 0.1 | $652k | 11k | 61.17 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $643k | 3.3k | 195.01 | |
| Technology SPDR (XLK) | 0.1 | $638k | 2.5k | 253.23 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $632k | 6.9k | 91.24 | |
| Rio Tinto (RIO) | 0.1 | $617k | 11k | 58.33 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $605k | 8.2k | 74.01 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $605k | 4.1k | 146.02 | |
| Lowe's Companies (LOW) | 0.1 | $601k | 2.7k | 221.87 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $600k | 12k | 49.46 | |
| MercadoLibre (MELI) | 0.1 | $596k | 228.00 | 2613.63 | |
| Amgen (AMGN) | 0.1 | $596k | 2.1k | 279.21 | |
| T Rowe Price Etf (TSPA) | 0.1 | $588k | 15k | 38.89 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.1 | $584k | 6.5k | 90.12 | |
| Union Pacific Corporation (UNP) | 0.1 | $583k | 2.5k | 230.08 | |
| Fifth Third Ban (FITB) | 0.1 | $578k | 14k | 41.13 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $572k | 20k | 28.05 | |
| Pacer Fds Tr (COWG) | 0.0 | $572k | 16k | 35.11 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $571k | 10k | 56.48 | |
| Microport Scientific Corp (MCRPF) | 0.0 | $563k | 505k | 1.12 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $560k | 8.0k | 70.41 | |
| Robinhood Mkts (HOOD) | 0.0 | $559k | 6.0k | 93.63 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $557k | 5.6k | 99.50 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.0 | $549k | 1.5k | 366.17 | |
| John Hancock Exchange Traded multifactor mi (JHMM) | 0.0 | $542k | 8.9k | 61.13 | |
| CVS Caremark Corporation (CVS) | 0.0 | $539k | 7.8k | 68.80 | |
| First Tr Exchange Traded Fd senior ln (FTSL) | 0.0 | $538k | 12k | 45.89 | |
| Bank of America Corporation (BAC) | 0.0 | $533k | 11k | 47.32 | |
| Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) | 0.0 | $526k | 9.7k | 54.40 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $519k | 5.8k | 89.05 | |
| Industrial SPDR (XLI) | 0.0 | $515k | 3.5k | 147.52 | |
| Fidelity Covington Trust (FENI) | 0.0 | $511k | 15k | 33.26 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $508k | 1.6k | 320.02 | |
| ConocoPhillips (COP) | 0.0 | $505k | 5.6k | 89.75 | |
| Coca Cola European Partners (CCEP) | 0.0 | $503k | 5.4k | 92.72 | |
| Phillips 66 (PSX) | 0.0 | $500k | 4.2k | 119.31 | |
| First Tr Exchange Traded Fd Iii Managed Mun Etf (FMB) | 0.0 | $496k | 10k | 49.82 | |
| Arista Networks (ANET) | 0.0 | $492k | 4.8k | 102.31 | |
| Southern Company (SO) | 0.0 | $491k | 5.4k | 91.83 | |
| J P Morgan Exchange Traded F (JMEE) | 0.0 | $487k | 8.2k | 59.21 | |
| Ameren Corporation (AEE) | 0.0 | $487k | 5.1k | 96.05 | |
| Yum! Brands (YUM) | 0.0 | $477k | 3.2k | 148.18 | |
| Emerson Electric (EMR) | 0.0 | $472k | 3.5k | 133.33 | |
| Capital One Financial (COF) | 0.0 | $462k | 2.2k | 212.76 | |
| Moody's Corporation (MCO) | 0.0 | $462k | 920.00 | 501.59 | |
| Asml Holding (ASML) | 0.0 | $459k | 573.00 | 801.39 | |
| General Electric (GE) | 0.0 | $447k | 1.7k | 257.39 | |
| Travelers Companies (TRV) | 0.0 | $447k | 1.7k | 267.54 | |
| Advanced Micro Devices (AMD) | 0.0 | $439k | 3.1k | 141.90 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.0 | $434k | 5.7k | 75.58 | |
| iShares Gold Trust (IAU) | 0.0 | $430k | 6.9k | 62.36 | |
| Masco Corporation (MAS) | 0.0 | $424k | 6.6k | 64.36 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $419k | 2.5k | 166.11 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $413k | 7.3k | 57.01 | |
| Gilead Sciences (GILD) | 0.0 | $403k | 3.6k | 110.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $401k | 900.00 | 445.20 | |
| Casey's General Stores (CASY) | 0.0 | $398k | 780.00 | 510.27 | |
| DFA Tax-Managed US Marketwide Value II (DFUV) | 0.0 | $396k | 9.4k | 42.28 | |
| iShares FTSE NAREIT Resi Plus Capp (REZ) | 0.0 | $396k | 4.8k | 82.34 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $395k | 3.6k | 110.10 | |
| Motorola Solutions (MSI) | 0.0 | $390k | 928.00 | 420.46 | |
| Air Products & Chemicals (APD) | 0.0 | $388k | 1.4k | 282.06 | |
| Farmland Partners (FPI) | 0.0 | $385k | 33k | 11.51 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $381k | 2.0k | 194.27 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $366k | 1.9k | 192.71 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $363k | 784.00 | 462.84 | |
| Seagate Technology (STX) | 0.0 | $360k | 2.5k | 144.33 | |
| Vistra Energy (VST) | 0.0 | $357k | 1.8k | 193.81 | |
| Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.0 | $356k | 12k | 28.65 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $352k | 3.9k | 89.38 | |
| Stryker Corporation (SYK) | 0.0 | $351k | 888.00 | 395.63 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $350k | 4.2k | 83.74 | |
| Norfolk Southern (NSC) | 0.0 | $349k | 1.4k | 255.97 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $349k | 3.7k | 95.33 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $349k | 3.9k | 90.13 | |
| Verizon Communications (VZ) | 0.0 | $344k | 8.0k | 43.27 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $341k | 5.6k | 61.16 | |
| iShares S&P Global 100 Index (IOO) | 0.0 | $341k | 3.2k | 107.81 | |
| Becton, Dickinson and (BDX) | 0.0 | $340k | 2.0k | 172.21 | |
| iShares Russell 3000 Value Index (IUSV) | 0.0 | $336k | 3.6k | 94.63 | |
| 2060000 Power Solutions International (PSIX) | 0.0 | $332k | 5.1k | 64.68 | |
| Analog Devices (ADI) | 0.0 | $326k | 1.4k | 238.02 | |
| Ge Vernova (GEV) | 0.0 | $322k | 609.00 | 529.15 | |
| Corteva (CTVA) | 0.0 | $322k | 4.3k | 74.53 | |
| Pacer Fds Tr cash cows etf (HERD) | 0.0 | $322k | 8.1k | 39.83 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $322k | 643.00 | 499.98 | |
| Micron Technology (MU) | 0.0 | $319k | 2.6k | 123.25 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $317k | 820.00 | 386.88 | |
| Wells Fargo & Company (WFC) | 0.0 | $311k | 3.9k | 80.12 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $309k | 2.8k | 110.63 | |
| Materials SPDR (XLB) | 0.0 | $309k | 3.5k | 87.81 | |
| Bristol Myers Squibb (BMY) | 0.0 | $302k | 6.5k | 46.29 | |
| Siemens (SIEGY) | 0.0 | $302k | 2.3k | 128.87 | |
| Autodesk (ADSK) | 0.0 | $300k | 970.00 | 309.57 | |
| Veolia Environnement (VEOEY) | 0.0 | $294k | 17k | 17.85 | |
| Ishares Bitcoin Tr (IBIT) | 0.0 | $292k | 4.8k | 61.21 | |
| Franklin Templeton Etf Tr cmn (FLQM) | 0.0 | $292k | 5.4k | 54.31 | |
| Sun Life Financial (SLF) | 0.0 | $291k | 4.4k | 66.45 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $290k | 2.1k | 138.68 | |
| First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) | 0.0 | $285k | 6.5k | 43.89 | |
| Duke Energy (DUK) | 0.0 | $285k | 2.4k | 118.00 | |
| First Trust DJ Internet Index Fund (FDN) | 0.0 | $284k | 1.1k | 269.33 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $283k | 2.1k | 133.04 | |
| Grupo Aeroportuario del Pacifi (PAC) | 0.0 | $277k | 1.2k | 229.62 | |
| WD-40 Company (WDFC) | 0.0 | $277k | 1.2k | 228.09 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $273k | 2.0k | 135.02 | |
| Cme (CME) | 0.0 | $273k | 990.00 | 275.62 | |
| Qualcomm (QCOM) | 0.0 | $270k | 1.7k | 159.21 | |
| Constellation Brands (STZ) | 0.0 | $265k | 1.6k | 162.68 | |
| Realty Income (O) | 0.0 | $264k | 4.6k | 57.61 | |
| Morgan Stanley (MS) | 0.0 | $264k | 1.9k | 140.86 | |
| Dow (DOW) | 0.0 | $263k | 9.9k | 26.48 | |
| Novartis (NVS) | 0.0 | $261k | 2.2k | 121.01 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $258k | 2.7k | 94.77 | |
| General Dynamics Corporation (GD) | 0.0 | $257k | 880.00 | 291.66 | |
| Infosys Technologies (INFY) | 0.0 | $255k | 14k | 18.53 | |
| PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.0 | $254k | 4.9k | 51.36 | |
| Ferrari Nv Ord (RACE) | 0.0 | $254k | 520.00 | 488.38 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $254k | 1.3k | 188.64 | |
| Vanguard Admiral Fds Inc cmn (IVOO) | 0.0 | $251k | 2.4k | 104.98 | |
| Fidelity sml mid factr (FSMD) | 0.0 | $250k | 6.0k | 41.47 | |
| Health Care SPDR (XLV) | 0.0 | $249k | 1.8k | 134.79 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $246k | 18k | 13.72 | |
| Rli (RLI) | 0.0 | $246k | 3.4k | 72.22 | |
| Abb (ABBNY) | 0.0 | $246k | 4.1k | 59.67 | |
| Eversource Energy (ES) | 0.0 | $246k | 3.9k | 63.62 | |
| CSX Corporation (CSX) | 0.0 | $245k | 7.5k | 32.63 | |
| Anthem (ELV) | 0.0 | $244k | 627.00 | 389.00 | |
| Swiss Re (SSREY) | 0.0 | $243k | 5.6k | 43.20 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $241k | 1.4k | 173.27 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $237k | 265.00 | 895.74 | |
| National Grid (NGG) | 0.0 | $237k | 3.2k | 74.41 | |
| American Electric Power Company (AEP) | 0.0 | $234k | 2.3k | 103.76 | |
| Wec Energy Group (WEC) | 0.0 | $229k | 2.2k | 104.20 | |
| Franklin Templeton Holdings (FGDL) | 0.0 | $224k | 5.1k | 43.97 | |
| Essential Utils (WTRG) | 0.0 | $223k | 6.0k | 37.14 | |
| Uber Technologies (UBER) | 0.0 | $222k | 2.4k | 93.30 | |
| Danaher Corporation (DHR) | 0.0 | $222k | 1.1k | 197.54 | |
| Blackrock (BLK) | 0.0 | $221k | 211.00 | 1049.25 | |
| DaVita (DVA) | 0.0 | $219k | 1.5k | 142.45 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $216k | 1.3k | 161.33 | |
| Servicenow (NOW) | 0.0 | $215k | 209.00 | 1028.08 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $211k | 1.6k | 128.92 | |
| Flexshares Tr qualt divd idx (QDF) | 0.0 | $210k | 2.9k | 73.18 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $210k | 12k | 17.80 | |
| Eaton Vance Total Return Bond Etf (EVTR) | 0.0 | $210k | 4.1k | 50.86 | |
| Fastenal Company (FAST) | 0.0 | $207k | 4.9k | 42.00 | |
| Ishares Tr intl div grwth (IGRO) | 0.0 | $205k | 2.6k | 78.89 | |
| Ubs Group (UBS) | 0.0 | $204k | 6.0k | 33.82 | |
| Ameriprise Financial (AMP) | 0.0 | $203k | 381.00 | 533.73 | |
| Accenture (ACN) | 0.0 | $200k | 670.00 | 298.89 | |
| Frontline (FRO) | 0.0 | $200k | 12k | 16.41 | |
| Barings Bdc (BBDC) | 0.0 | $145k | 16k | 9.14 | |
| United Microelectronics (UMC) | 0.0 | $98k | 13k | 7.65 | |
| Kitwave Group | 0.0 | $48k | 11k | 4.39 |