Dynamic Wealth Strategies

Dynamic Wealth Strategies as of June 30, 2026

Portfolio Holdings for Dynamic Wealth Strategies

Dynamic Wealth Strategies holds 291 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 Total Bond Market Etf Etf (BND) 8.9 $17M 227k 73.41
Ishares Expanded Tech Sector Etf Etf (IGM) 8.8 $17M 102k 163.58
Vanguard Value Etf Etf (VTV) 6.8 $13M 58k 217.93
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 5.7 $11M 230k 46.81
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 4.8 $9.0M 153k 58.98
Vanguard Short-term Treasury Etf Etf (VGSH) 4.8 $9.0M 154k 58.20
Invesco S&p 500 Quality Etf Etf (SPHQ) 4.5 $8.5M 94k 90.10
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 3.6 $6.7M 57k 118.99
Vanguard Ftse Developed Markets Etf Etf (VEA) 3.6 $6.7M 94k 71.25
Ishares Msci Eafe Etf Etf (EFA) 3.3 $6.2M 59k 103.88
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 3.2 $6.0M 58k 102.30
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 2.3 $4.4M 47k 94.57
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 2.2 $4.1M 29k 141.89
Ishares Msci Eafe Value Etf Etf (EFV) 2.0 $3.7M 48k 76.55
Ishares Msci Japan Etf Etf (EWJ) 1.9 $3.6M 39k 93.27
Ishares Expanded Tech-software Sector Etf Etf (IGV) 1.8 $3.3M 37k 90.60
State Street Financial Select Sector Spdr Etf Etf (XLF) 1.7 $3.1M 59k 53.61
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 1.6 $3.0M 90k 33.46
Vanguard Mid-cap Etf Etf (VO) 1.3 $2.5M 31k 80.57
State Street Communication Services Select Sector Spdr Etf Etf (XLC) 1.3 $2.5M 23k 107.13
Vaneck Gold Miners Etf Etf (GDX) 1.3 $2.4M 31k 75.45
Ishares 20 Year Treasury Bond Etf Etf (TLT) 1.0 $1.9M 22k 86.42
State Street Health Care Select Sector Spdr Etf Etf (XLV) 1.0 $1.9M 12k 158.66
Global X Copper Miners Etf Etf (COPX) 0.9 $1.7M 23k 76.97
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF) 0.9 $1.7M 19k 89.14
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.9 $1.6M 28k 59.69
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) 0.9 $1.6M 34k 47.52
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.9 $1.6M 53k 30.01
State Street Technology Select Sector Spdr Etf Etf (XLK) 0.8 $1.5M 8.0k 190.52
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $1.2M 3.5k 357.37
Ishares Msci Germany Etf Etf (EWG) 0.6 $1.2M 30k 41.37
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.6 $1.1M 10k 106.47
Apple Stock (AAPL) 0.5 $876k 3.0k 289.36
Nvidia Corporation Stock (NVDA) 0.4 $730k 3.6k 200.09
Jpmorgan Chase & Co Stock (JPM) 0.4 $727k 2.2k 327.33
State Street Utilities Select Sector Spdr Etf Etf (XLU) 0.4 $715k 16k 45.34
Broadcom Stock (AVGO) 0.3 $631k 1.7k 377.75
Lam Research Corp Stock (LRCX) 0.3 $604k 1.4k 433.33
Ishares Msci United Kingdom Etf Etf (EWU) 0.3 $576k 13k 46.14
Amazon Stock (AMZN) 0.3 $555k 2.3k 238.34
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $546k 8.1k 67.24
Microsoft Corp Stock (MSFT) 0.3 $510k 1.4k 373.02
Analog Devices Stock (ADI) 0.3 $491k 1.2k 397.17
Spdr Gold Shares Etf (GLD) 0.2 $449k 1.2k 368.38
Franklin Ftse United Kingdom Etf Etf (FLGB) 0.2 $438k 12k 35.29
Eli Lilly & Co Stock (LLY) 0.2 $438k 365.00 1199.43
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.2 $422k 3.6k 117.28
Vanguard Growth Etf Etf (VUG) 0.2 $418k 4.8k 86.14
Gilead Sciences Stock (GILD) 0.2 $401k 3.2k 126.34
Lockheed Martin Corp Stock (LMT) 0.2 $399k 784.00 509.46
Costco Wholesale Corporation Stock (COST) 0.2 $394k 421.00 935.47
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.2 $374k 4.5k 82.65
Kla Corp Stock (KLAC) 0.2 $364k 1.2k 301.71
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $361k 7.5k 48.43
State Street Spdr S&p Biotech Etf Etf (XBI) 0.2 $348k 2.2k 158.25
Johnson & Johnson Stock (JNJ) 0.2 $342k 1.3k 253.97
Ishares National Muni Bond Etf Etf (MUB) 0.2 $335k 3.1k 107.62
Travelers Companies Stock (TRV) 0.2 $332k 1.0k 330.12
Walmart Stock (WMT) 0.2 $331k 2.9k 113.26
Capital One Finl Corp Stock (COF) 0.2 $327k 1.6k 200.62
Exxonmobil Holdings Corp Stock 0.2 $316k 2.3k 136.72
Home Depot Stock (HD) 0.2 $314k 891.00 352.68
Servicenow Stock (NOW) 0.2 $310k 3.1k 99.28
State Street Industrial Select Sector Spdr Etf Etf (XLI) 0.2 $296k 1.6k 185.23
Chevron Corporation Stock (CVX) 0.2 $292k 1.8k 165.76
Meta Platforms Inc Cl A Stock (META) 0.2 $287k 510.00 563.29
Thermo Fisher Scientific Stock (TMO) 0.2 $284k 566.00 501.36
Visa Inc Com Cl A Stock (V) 0.2 $283k 826.00 343.09
Ishares Preferred & Income Securities Etf Etf (PFF) 0.1 $274k 9.0k 30.49
Borgwarner Stock (BWA) 0.1 $265k 4.0k 66.40
Texas Instrs Stock (TXN) 0.1 $263k 883.00 298.07
Jacobs Solutions Stock (J) 0.1 $261k 2.1k 126.00
Schwab Charles Corp Stock (SCHW) 0.1 $248k 2.7k 92.27
Fortinet Stock (FTNT) 0.1 $226k 1.5k 153.62
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) 0.1 $224k 2.7k 83.07
Salesforce Stock (CRM) 0.1 $222k 1.4k 156.66
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $215k 430.00 500.39
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $212k 897.00 236.62
Vanguard Real Estate Etf Etf (VNQ) 0.1 $207k 2.1k 96.43
Ishares Russell 2000 Etf Etf (IWM) 0.1 $203k 676.00 300.45
Abbvie Stock (ABBV) 0.1 $200k 796.00 251.64
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.1 $197k 4.3k 45.70
Arista Networks Stock (ANET) 0.1 $196k 1.2k 169.88
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $192k 3.5k 54.69
Procter & Gamble Stock (PG) 0.1 $186k 1.3k 146.64
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV) 0.1 $184k 1.8k 100.67
Cme Group Stock (CME) 0.1 $180k 815.00 220.83
Labcorp Holdings Stock (LH) 0.1 $174k 622.00 280.00
Blackrock Stock (BLK) 0.1 $172k 179.00 961.56
Metlife Stock (MET) 0.1 $165k 1.9k 84.61
Emerson Elec Stock (EMR) 0.1 $163k 1.1k 143.15
Avalonbay Cmntys Reit (AVB) 0.1 $160k 848.00 188.69
T-mobile Us Stock (TMUS) 0.1 $159k 949.00 167.73
Merck & Co Stock (MRK) 0.1 $154k 1.2k 128.50
State Street Energy Select Sector Spdr Etf Etf (XLE) 0.1 $148k 2.8k 53.11
Coca Cola Stock (KO) 0.1 $148k 1.8k 81.27
State Street Materials Select Sector Spdr Etf Etf (XLB) 0.1 $145k 2.8k 50.83
Adobe Stock (ADBE) 0.1 $142k 690.00 205.02
Gentex Corp Stock (GNTX) 0.1 $140k 5.5k 25.27
Cisco Sys Stock (CSCO) 0.1 $140k 1.2k 117.46
Nextera Energy Stock (NEE) 0.1 $136k 1.5k 87.77
Bath & Body Works Stock (BBWI) 0.1 $132k 5.7k 23.13
Rtx Corporation Stock (RTX) 0.1 $131k 691.00 189.73
Johnson Ctls Intl Stock (JCI) 0.1 $131k 897.00 146.11
Corteva Stock (CTVA) 0.1 $130k 1.5k 84.69
Ppl Corp Stock (PPL) 0.1 $129k 3.6k 36.35
Pinterest Inc Cl A Stock (PINS) 0.1 $129k 6.1k 21.03
Idex Corp Stock (IEX) 0.1 $128k 565.00 226.95
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT) 0.1 $128k 515.00 247.89
Invesco California Amt-free Municipal Bond Etf Etf (PWZ) 0.1 $126k 5.1k 24.51
State Street Spdr S&p Dividend Etf Etf (SDY) 0.1 $123k 807.00 152.18
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $121k 164.00 736.40
Ishares Msci Eafe Growth Etf Etf (EFG) 0.1 $120k 967.00 124.42
Honeywell Aerospace Stock (HONA) 0.1 $116k 526.00 221.08
Abbott Laboratories Stock (ABT) 0.1 $116k 1.3k 90.74
Public Storage Reit (PSA) 0.1 $116k 364.00 318.31
Honeywell Intl Stock (HON) 0.1 $114k 509.00 223.90
Henry Jack & Assoc Stock (JKHY) 0.1 $112k 816.00 137.74
Illinois Tool Wks Stock (ITW) 0.1 $111k 411.00 270.47
Advanced Micro Devices Stock (AMD) 0.1 $110k 189.00 580.91
Airbnb Inc Com Cl A Stock (ABNB) 0.1 $104k 729.00 143.10
Aflac Stock (AFL) 0.1 $104k 889.00 117.25
Boston Scientific Corp Stock (BSX) 0.1 $100k 2.3k 42.68
Mcdonalds Corp Stock (MCD) 0.1 $99k 366.00 270.31
State Street Spdr S&p 500 Etf Etf (SPY) 0.0 $89k 119.00 746.77
Cooper Cos Stock (COO) 0.0 $89k 1.2k 71.71
Autodesk Stock (ADSK) 0.0 $87k 448.00 194.42
Vanguard Materials Etf Etf (VAW) 0.0 $82k 360.00 228.79
American Tower Corp Reit (AMT) 0.0 $81k 494.00 163.57
Equinix Reit (EQIX) 0.0 $80k 77.00 1042.39
Ishares Biotechnology Etf Etf (IBB) 0.0 $80k 422.00 190.19
Kinder Morgan Inc Del Stock (KMI) 0.0 $78k 2.5k 31.97
Ge Aerospace Stock (GE) 0.0 $78k 208.00 373.73
State Street Real Estate Select Sector Spdr Etf Etf (XLRE) 0.0 $75k 1.7k 44.03
Dominos Pizza Stock (DPZ) 0.0 $73k 248.00 296.04
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.0 $73k 950.00 77.11
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $69k 285.00 242.42
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $65k 705.00 91.64
Principal Financial Group Stock (PFG) 0.0 $62k 577.00 107.78
Digital Rlty Tr Reit (DLR) 0.0 $62k 346.00 179.58
Ishares Core High Dividend Etf Etf (HDV) 0.0 $61k 2.2k 27.41
Royal Caribbean Group Stock (RCL) 0.0 $61k 193.00 317.53
American Elec Pwr Stock (AEP) 0.0 $61k 445.00 136.81
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.0 $60k 974.00 61.46
Unitedhealth Group Stock (UNH) 0.0 $59k 142.00 415.63
Mckesson Corp Stock (MCK) 0.0 $58k 77.00 755.60
Lululemon Athletica Stock (LULU) 0.0 $57k 499.00 114.18
Phillips 66 Stock (PSX) 0.0 $56k 330.00 169.05
Fifth Third Bancorp Stock (FITB) 0.0 $55k 975.00 56.37
Prologis Reit (PLD) 0.0 $54k 400.00 135.47
Altria Group Stock (MO) 0.0 $53k 741.00 71.95
Vanguard Mega Cap Growth Etf Etf (MGK) 0.0 $53k 605.00 87.91
Novartis Adr (NVS) 0.0 $53k 338.00 156.72
Ge Vernova Stock (GEV) 0.0 $52k 44.00 1174.86
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $51k 898.00 56.48
Astrazeneca Plc Ord Adr (AZN) 0.0 $50k 266.00 189.62
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $50k 67.00 748.90
Welltower Reit (WELL) 0.0 $49k 217.00 226.97
Virtus Biotech Clinical Trials Etf Etf (BBC) 0.0 $49k 927.00 52.69
Simon Ppty Group Reit (SPG) 0.0 $47k 210.00 223.65
Rockwell Automation Stock (ROK) 0.0 $47k 94.00 495.09
Constellation Energy Corp Stock (CEG) 0.0 $46k 185.00 248.37
Independence Rlty Tr Reit (IRT) 0.0 $45k 2.7k 16.69
Norfolk Southn Corp Stock (NSC) 0.0 $45k 142.00 314.59
Tjx Cos Stock (TJX) 0.0 $44k 290.00 151.50
Starbucks Corp Stock (SBUX) 0.0 $44k 427.00 102.19
Tesla Stock (TSLA) 0.0 $42k 99.00 420.60
Boeing Stock (BA) 0.0 $40k 186.00 216.47
Iron Mtn Inc Del Reit (IRM) 0.0 $38k 300.00 126.31
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $37k 229.00 163.45
Amgen Stock (AMGN) 0.0 $37k 103.00 362.12
Duke Energy Corp Stock (DUK) 0.0 $37k 294.00 126.58
Waste Mgmt Inc Del Stock (WM) 0.0 $37k 166.00 222.88
Realty Income Corp Reit (O) 0.0 $36k 585.00 61.96
Bank Of Amer Corp Stock (BAC) 0.0 $34k 600.00 56.98
Mastercard Incorporated Cl A Stock (MA) 0.0 $34k 66.00 513.61
Amphenol Corp Cl A Stock (APH) 0.0 $34k 191.00 176.32
Omnicom Group Stock (OMC) 0.0 $33k 459.00 72.83
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $33k 1.1k 31.71
At&t Stock (T) 0.0 $32k 1.5k 20.70
Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $32k 405.00 78.28
Kroger Stock (KR) 0.0 $31k 559.00 55.53
Intel Corp Stock (INTC) 0.0 $31k 220.00 139.63
Entergy Corp Stock (ETR) 0.0 $31k 267.00 114.86
Synopsys Stock (SNPS) 0.0 $30k 67.00 446.07
Pepsico Stock (PEP) 0.0 $30k 220.00 135.40
Royal Bk Cda Stock (RY) 0.0 $29k 141.00 206.97
Ishares Gold Trust Etf (IAU) 0.0 $29k 380.00 75.51
Csx Corp Stock (CSX) 0.0 $28k 594.00 47.53
Air Products And Chemicals Stock (APD) 0.0 $28k 94.00 293.18
Dominion Energy Stock (D) 0.0 $28k 402.00 68.29
Equity Residential Sh Ben Int Reit (EQR) 0.0 $27k 400.00 67.93
Medtronic Stock (MDT) 0.0 $27k 345.00 78.23
Ventas Reit (VTR) 0.0 $27k 300.00 88.80
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $27k 459.00 57.84
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $26k 273.00 96.44
Asml Hldg Nv N Y Registry Adr (ASML) 0.0 $26k 13.00 1989.46
Pfizer Stock (PFE) 0.0 $26k 1.1k 24.08
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $24k 100.00 242.43
Vici Pptys Reit (VICI) 0.0 $24k 900.00 26.55
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $24k 50.00 477.58
Weyerhaeuser Reit (WY) 0.0 $23k 979.00 23.94
Steris Plc Shs Usd Stock (STE) 0.0 $20k 95.00 210.57
Rayonier Reit (RYN) 0.0 $19k 900.00 21.28
Toronto Dominion Bk Ont Stock (TD) 0.0 $19k 157.00 121.43
Invitation Homes Reit (INVH) 0.0 $18k 602.00 30.21
Paccar Stock (PCAR) 0.0 $18k 148.00 120.12
Kimco Realty Corp Reit (KIM) 0.0 $18k 700.00 25.35
Sba Communications Corp Cl A Reit (SBAC) 0.0 $18k 100.00 176.46
Comcast Corp New Cl A Stock (CMCSA) 0.0 $18k 716.00 24.55
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $17k 18.00 965.00
Angel Studios Inc. Cl A Stock (ANGX) 0.0 $17k 4.7k 3.67
Regency Ctrs Corp Reit (REG) 0.0 $16k 201.00 79.74
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $16k 375.00 42.06
Wisdomtree U.s. Ai Enhanced Value Fund Etf (AIVL) 0.0 $15k 117.00 131.13
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $15k 63.00 242.98
Extra Space Storage Reit (EXR) 0.0 $15k 105.00 145.30
Disney Walt Stock (DIS) 0.0 $15k 158.00 96.25
Ishares Residential And Multisector Real Estate Etf Etf (REZ) 0.0 $15k 153.00 94.69
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $13k 108.00 124.17
Varonis Sys Stock (VRNS) 0.0 $13k 310.00 41.96
Healthpeak Properties Reit (DOC) 0.0 $13k 600.00 21.40
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $13k 64.00 197.59
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT) 0.0 $12k 100.00 123.44
The Cigna Group Stock (CI) 0.0 $12k 44.00 275.68
Sun Cmntys Reit (SUI) 0.0 $12k 100.00 119.91
Cardinal Health Stock (CAH) 0.0 $12k 49.00 237.55
Qnity Electronics Stock (Q) 0.0 $12k 71.00 163.31
Idacorp Stock (IDA) 0.0 $11k 75.00 151.31
Vanguard Mid-cap Growth Etf Etf (VOT) 0.0 $11k 37.00 306.30
General Mills Stock (GIS) 0.0 $11k 321.00 34.80
Verizon Communications Stock (VZ) 0.0 $11k 263.00 42.34
Cvs Health Corp Stock (CVS) 0.0 $11k 107.00 103.45
Bristol-myers Squibb Stock (BMY) 0.0 $11k 190.00 57.62
Vertex Pharmaceuticals Stock (VRTX) 0.0 $11k 22.00 496.73
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $11k 278.00 37.94
Illumina Stock (ILMN) 0.0 $10k 58.00 175.83
Hewlett Packard Enterprise Stock (HPE) 0.0 $9.8k 218.00 45.11
Target Corp Stock (TGT) 0.0 $9.8k 75.00 130.61
Natera Stock (NTRA) 0.0 $9.8k 36.00 271.44
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.0 $9.6k 375.00 25.52
Cushman And Wakefield Ltd Common Shares Stock (CWK) 0.0 $9.4k 700.00 13.39
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $9.3k 27.00 342.81
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 0.0 $9.1k 248.00 36.84
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $8.8k 330.00 26.66
Carnival Corp Ltd Common Shares Stock (CCL) 0.0 $8.6k 300.00 28.57
Structure Therapeutics Adr (GPCR) 0.0 $8.1k 150.00 53.67
Williams Cos Stock (WMB) 0.0 $8.0k 108.00 74.34
Workday Inc Cl A Stock (WDAY) 0.0 $8.0k 65.00 122.42
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $7.3k 20.00 365.70
Eaton Corp Stock (ETN) 0.0 $7.2k 17.00 426.12
Dollar Gen Corp Stock (DG) 0.0 $7.1k 62.00 115.11
American Express Stock (AXP) 0.0 $7.1k 21.00 338.24
Micron Technology Stock (MU) 0.0 $6.9k 6.00 1154.33
BXP Reit (BXP) 0.0 $6.6k 100.00 66.31
Dupont De Nemours Stock (DD) 0.0 $6.4k 47.00 135.64
Intuitive Surgical Stock (ISRG) 0.0 $6.0k 15.00 397.67
Cytokinetics Stock (CYTK) 0.0 $5.8k 68.00 85.19
International Business Machs Stock (IBM) 0.0 $5.6k 20.00 281.20
Truist Finl Corp Stock (TFC) 0.0 $5.4k 109.00 49.82
Solstice Advanced Matls Stock (SOLS) 0.0 $5.3k 60.00 88.60
Space Exploration Techn Corp Class A Com Stk Stock (SPCX) 0.0 $5.3k 31.00 170.87
Maravai Lifesciences Hldgs Inc Com Cl A Stock (MRVI) 0.0 $5.0k 808.00 6.24
Vaxcyte Stock (PCVX) 0.0 $5.0k 86.00 58.13
Synchrony Financial Stock (SYF) 0.0 $4.9k 64.00 76.05
Wells Fargo & Co Stock (WFC) 0.0 $4.6k 56.00 82.64
General Dynamics Corp Stock (GD) 0.0 $4.6k 13.00 354.23
Alcon Ag Ord Stock (ALC) 0.0 $4.5k 67.00 67.10
Xcel Energy Stock (XEL) 0.0 $4.3k 54.00 80.30
Caterpillar Stock (CAT) 0.0 $4.3k 4.00 1065.00
Dow Hldgs Stock (DOW) 0.0 $3.9k 142.00 27.36
Allstate Corp Stock (ALL) 0.0 $3.8k 16.00 237.94
Carrier Global Corporation Stock (CARR) 0.0 $3.5k 48.00 73.35
American Homes 4 Rent Cl A Reit (AMH) 0.0 $3.4k 100.00 33.52
Acadia Pharmaceuticals Stock (ACAD) 0.0 $3.3k 131.00 25.30
Chewy Inc Cl A Stock (CHWY) 0.0 $3.1k 160.00 19.65
Pacific Biosciences Calif Stock (PACB) 0.0 $2.8k 1.7k 1.68
Moderna Stock (MRNA) 0.0 $2.8k 40.00 70.03
Blue Owl Capital Inc Com Cl A Stock (OWL) 0.0 $2.7k 303.00 8.75
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.0 $2.5k 25.00 99.00
Hca Healthcare Stock (HCA) 0.0 $2.3k 6.00 389.83
Regenxbio Stock (RGNX) 0.0 $2.3k 191.00 11.98
Wabtec Stock (WAB) 0.0 $2.2k 8.00 269.62
Public Svc Enterprise Group Stock (PEG) 0.0 $2.0k 25.00 81.16
Freeport Mcmoran Inc Cl B Stock (FCX) 0.0 $1.6k 26.00 62.88
Tpg Inc Com Cl A Stock (TPG) 0.0 $1.3k 31.00 40.55
Vanguard Total World Stock Etf Etf (VT) 0.0 $1.3k 8.00 157.00
Novavax Stock (NVAX) 0.0 $1.1k 120.00 9.42
Omniab Stock (OABI) 0.0 $1.0k 411.00 2.46
Versant Media Group Inc Com Cl A Stock (VSNT) 0.0 $1.0k 28.00 36.00
Americold Realty Trust Reit (COLD) 0.0 $47.000100 3.00 15.67