Capital Performance Advisors

Earned Wealth Advisors as of June 30, 2026

Portfolio Holdings for Earned Wealth Advisors

Earned Wealth Advisors holds 310 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
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 9.1 $142M 1.7M 81.94
Dimensional Etf Trust Us Targeted Vlu (DFAT) 6.8 $105M 1.5M 69.90
Ishares Tr Core S&p500 Etf (IVV) 5.1 $79M 106k 748.89
Spdr Series Trust St Str P500etf (SPYM) 4.8 $74M 842k 87.88
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.5 $69M 1.2M 59.69
Dimensional Etf Trust Internatnal Val (DFIV) 4.1 $63M 1.2M 54.02
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 3.8 $60M 1.3M 44.36
Ishares Tr Core Msci Eafe (IEFA) 3.3 $51M 530k 96.58
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $46M 460k 98.98
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.8 $44M 792k 55.01
Apple (AAPL) 2.7 $43M 147k 289.36
Ishares Tr Core Div Grwth (DGRO) 2.6 $41M 536k 75.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.6 $40M 969k 41.25
Vanguard Index Fds Value Etf (VTV) 2.2 $35M 159k 217.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $30M 502k 58.98
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $29M 196k 148.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.6 $26M 35k 722.85
First Tr Exchange-traded Indls Prod Dur (FXR) 1.6 $24M 265k 91.12
First Tr Exchange-traded Dj Internt Idx (FDN) 1.5 $23M 87k 264.72
Dimensional Etf Trust Intl Small Cap V (DISV) 1.4 $22M 541k 40.13
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 1.3 $20M 792k 24.88
First Tr Exchange-traded Utilities Alph (FXU) 1.2 $18M 369k 49.34
First Tr Exchange-traded Nasdaq 100 Ex (QQXT) 1.1 $17M 176k 97.62
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $15M 304k 50.58
First Tr Exchange-traded Finls Alphadex (FXO) 1.0 $15M 245k 62.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.0 $15M 119k 124.76
NVIDIA Corporation (NVDA) 1.0 $15M 74k 200.09
Vanguard Index Fds Small Cp Etf (VB) 0.9 $14M 47k 303.12
Ssga Active Etf Tr St Str Real Etf (RLY) 0.9 $14M 413k 34.51
Ishares Tr Cre U S Reit Etf (USRT) 0.8 $13M 195k 66.45
Wisdomtree Tr Futre Strat Fd (WTMF) 0.7 $11M 274k 40.85
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.7 $11M 208k 52.88
Microsoft Corporation (MSFT) 0.7 $10M 28k 373.02
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $10M 122k 82.34
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $9.7M 19k 500.38
Spdr Series Trust St Str Sp600grwo (SLYG) 0.6 $9.2M 77k 119.13
Amazon (AMZN) 0.5 $8.5M 36k 238.34
Spdr Series Trust St Str Sp Div (SDY) 0.5 $8.2M 54k 152.18
JPMorgan Chase & Co. (JPM) 0.5 $7.7M 24k 327.33
Alphabet Cap Stk Cl A (GOOGL) 0.5 $7.1M 20k 357.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $6.8M 88k 77.91
Ishares Core Msci Emkt (IEMG) 0.4 $6.8M 82k 82.84
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.4 $6.7M 24k 284.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $5.9M 16k 370.05
Vanguard Index Fds Growth Etf (VUG) 0.4 $5.9M 68k 86.14
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $5.9M 8.0k 736.43
Meta Platforms Cl A (META) 0.4 $5.5M 9.8k 563.31
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $5.1M 138k 36.84
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.3 $4.6M 133k 34.88
Lam Research Corp Com New (LRCX) 0.2 $3.4M 8.0k 433.31
Ishares Tr U.s. Tech Etf (IYW) 0.2 $3.4M 13k 252.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.3M 24k 137.53
Broadcom (AVGO) 0.2 $3.3M 8.7k 377.73
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $3.3M 32k 103.05
Tesla Motors (TSLA) 0.2 $3.1M 7.4k 420.58
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $3.0M 24k 128.08
Costco Wholesale Corporation (COST) 0.2 $3.0M 3.2k 935.44
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $2.9M 12k 236.62
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $2.8M 15k 190.52
Caterpillar (CAT) 0.2 $2.8M 4.0k 705.20
Eli Lilly & Co. (LLY) 0.2 $2.8M 2.3k 1199.35
Select Sector Spdr Tr St Str Util Etf (XLU) 0.2 $2.8M 61k 45.34
Vanguard World Financials Etf (VFH) 0.2 $2.7M 21k 131.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $2.7M 7.6k 353.34
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.2 $2.7M 50k 53.61
Corning Incorporated (GLW) 0.2 $2.7M 11k 255.42
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.7M 3.5k 763.14
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $2.6M 50k 51.69
Advanced Micro Devices (AMD) 0.2 $2.4M 4.1k 580.94
Procter & Gamble Company (PG) 0.2 $2.4M 16k 146.64
Ea Series Trust Brid Omn Sma Etf (BSVO) 0.2 $2.3M 80k 29.19
Micron Technology (MU) 0.1 $2.2M 1.9k 1154.46
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.1M 8.6k 242.43
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.1M 8.5k 242.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $2.1M 3.0k 686.74
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.1 $2.0M 114k 18.01
First Tr Exchange-traded SHS (QTEC) 0.1 $2.0M 6.1k 334.70
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $2.0M 34k 60.29
Home Depot (HD) 0.1 $2.0M 5.7k 352.65
Blackstone Group Inc Com Cl A (BX) 0.1 $1.9M 16k 117.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M 15k 124.17
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.9M 65k 28.96
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.9M 27k 68.41
Exxon Mobil Corporation (XOM) 0.1 $1.8M 13k 136.72
Phillips Edison & Co Common Stock (PECO) 0.1 $1.8M 43k 41.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.7M 24k 71.25
Visa Com Cl A (V) 0.1 $1.7M 5.0k 343.06
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.7M 5.0k 343.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.7M 22k 76.70
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.7M 19k 89.20
Johnson & Johnson (JNJ) 0.1 $1.6M 6.3k 253.96
Applied Materials (AMAT) 0.1 $1.6M 2.2k 723.10
Bank of America Corporation (BAC) 0.1 $1.5M 27k 56.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.5M 9.0k 164.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.5M 50k 29.43
Datadog Cl A Com (DDOG) 0.1 $1.5M 5.6k 260.35
Abbvie (ABBV) 0.1 $1.3M 5.1k 251.64
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.3M 11k 114.18
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.2M 45k 27.70
International Business Machines (IBM) 0.1 $1.2M 4.2k 281.23
Arista Networks Com Shs (ANET) 0.1 $1.2M 7.0k 169.89
Raytheon Technologies Corp (RTX) 0.1 $1.2M 6.2k 189.73
Wal-Mart Stores (WMT) 0.1 $1.2M 10k 113.26
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) 0.1 $1.1M 44k 25.85
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $1.1M 2.2k 522.31
Cintas Corporation (CTAS) 0.1 $1.1M 6.7k 170.09
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $1.1M 29k 38.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $1.1M 12k 96.49
Goldman Sachs (GS) 0.1 $1.1M 1.1k 1011.54
Ge Aerospace Com New (GE) 0.1 $1.0M 2.8k 373.79
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $1.0M 13k 75.88
Ishares Tr Us Consum Discre (IYC) 0.1 $1.0M 10k 101.10
Howmet Aerospace (HWM) 0.1 $1.0M 3.8k 268.85
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.1 $1.0M 17k 60.29
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $1.0M 20k 50.23
Vanguard World Inf Tech Etf (VGT) 0.1 $987k 8.3k 119.52
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.1 $946k 10k 94.42
Gilead Sciences (GILD) 0.1 $925k 7.3k 126.34
Eaton Corp SHS (ETN) 0.1 $825k 1.9k 426.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $807k 11k 77.11
Oracle Corporation (ORCL) 0.1 $806k 5.5k 146.56
Ge Vernova (GEV) 0.1 $781k 665.00 1174.92
MercadoLibre (MELI) 0.0 $769k 453.00 1697.39
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.0 $761k 8.2k 93.05
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $754k 4.3k 176.63
UnitedHealth (UNH) 0.0 $754k 1.8k 415.61
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $753k 14k 52.38
Netflix (NFLX) 0.0 $745k 10k 71.40
Tidal Trust I SP FDS S&P 500 (SPUS) 0.0 $742k 13k 57.50
Spdr Gold Tr Gold Shs (GLD) 0.0 $739k 2.0k 368.38
Ishares Tr Russell 2000 Etf (IWM) 0.0 $723k 2.4k 300.47
Autodesk (ADSK) 0.0 $723k 3.7k 194.42
Spdr Series Trust St Str Blo 1 Etf (BIL) 0.0 $703k 7.7k 91.64
Spdr Index Shs Fds St Mar Divid Etf (EDIV) 0.0 $689k 17k 40.96
Stryker Corporation (SYK) 0.0 $681k 2.2k 314.79
Mastercard Incorporated Cl A (MA) 0.0 $676k 1.3k 513.47
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $673k 1.4k 496.73
Ishares Tr Global Reit Etf (REET) 0.0 $658k 24k 27.62
Philip Morris International (PM) 0.0 $647k 3.6k 180.93
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $642k 1.3k 477.47
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $632k 15k 41.82
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $630k 20k 31.86
salesforce (CRM) 0.0 $623k 4.0k 156.64
Coca-Cola Company (KO) 0.0 $622k 7.7k 81.27
Us Bancorp Com New (USB) 0.0 $615k 10k 60.40
Hartford Financial Services (HIG) 0.0 $613k 4.6k 132.53
Cisco Systems (CSCO) 0.0 $595k 5.1k 117.46
Walt Disney Company (DIS) 0.0 $586k 6.1k 96.25
Royal Caribbean Cruises (RCL) 0.0 $582k 1.8k 317.56
Wells Fargo & Company (WFC) 0.0 $579k 7.0k 82.64
O'reilly Automotive (ORLY) 0.0 $569k 6.2k 92.10
Main Street Capital Corporation (MAIN) 0.0 $546k 11k 51.88
ConocoPhillips (COP) 0.0 $543k 5.2k 103.95
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $539k 11k 51.05
Kroger (KR) 0.0 $538k 9.7k 55.53
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.0 $537k 6.9k 78.03
HSBC HLDGS Spon Adr New (HSBC) 0.0 $534k 5.6k 95.10
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $532k 16k 33.29
Duke Energy Corp Com New (DUK) 0.0 $528k 4.2k 126.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $522k 3.3k 156.97
Palo Alto Networks (PANW) 0.0 $518k 1.5k 341.02
Snowflake Com Shs (SNOW) 0.0 $515k 2.0k 254.56
Qualcomm (QCOM) 0.0 $513k 2.8k 184.80
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $503k 2.7k 185.21
Monster Beverage Corp (MNST) 0.0 $497k 5.2k 96.12
McDonald's Corporation (MCD) 0.0 $496k 1.8k 270.30
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $496k 11k 45.52
General Motors Company (GM) 0.0 $492k 6.4k 77.08
Servicenow (NOW) 0.0 $490k 4.9k 99.28
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $488k 6.5k 74.90
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $486k 244.00 1993.01
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $477k 3.0k 158.00
Chubb (CB) 0.0 $472k 1.4k 340.77
Palantir Technologies Cl A (PLTR) 0.0 $470k 4.0k 116.68
Chevron Corporation (CVX) 0.0 $468k 2.8k 165.78
Bluerock Pvt Real Estate (BPRE) 0.0 $462k 36k 13.01
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $462k 1.3k 365.62
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $462k 4.8k 95.98
Ishares Gold Tr Ishares New (IAU) 0.0 $458k 6.1k 75.51
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $454k 5.0k 90.47
Vanguard World Mega Cap Val Etf (MGV) 0.0 $448k 2.7k 163.43
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $441k 5.8k 75.77
Intel Corporation (INTC) 0.0 $441k 3.2k 139.65
Newmont Mining Corporation (NEM) 0.0 $425k 4.6k 93.40
Merck & Co (MRK) 0.0 $423k 3.3k 128.50
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $417k 7.4k 56.16
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $416k 4.1k 102.26
Starbucks Corporation (SBUX) 0.0 $405k 4.0k 102.18
Charles Schwab Corporation (SCHW) 0.0 $403k 4.4k 92.27
Verizon Communications (VZ) 0.0 $402k 9.5k 42.34
Vanguard World Health Car Etf (VHT) 0.0 $402k 1.3k 299.04
Totalenergies Se Act (TTE) 0.0 $396k 5.1k 77.76
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $396k 7.4k 53.11
Genworth Finl Com Shs (GNW) 0.0 $393k 42k 9.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $391k 12k 33.84
Uber Technologies (UBER) 0.0 $385k 5.3k 72.16
Pfizer (PFE) 0.0 $381k 16k 24.08
Ishares Tr S&p 100 Etf (OEF) 0.0 $381k 1.0k 365.89
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $370k 821.00 450.98
Ecolab (ECL) 0.0 $370k 1.3k 278.56
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $368k 4.2k 88.53
Vistra Energy (VST) 0.0 $367k 2.3k 158.65
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $366k 2.1k 170.87
Citigroup Com New (C) 0.0 $366k 2.6k 139.95
Morgan Stanley Com New (MS) 0.0 $364k 1.7k 209.08
Triple Flag Precious Metals (TFPM) 0.0 $363k 12k 29.97
J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) 0.0 $362k 3.6k 99.39
Marvell Technology (MRVL) 0.0 $362k 1.2k 297.97
Boeing Company (BA) 0.0 $359k 1.7k 216.46
Rbc Cad (RY) 0.0 $353k 1.7k 207.01
Block Cl A (XYZ) 0.0 $352k 4.6k 76.01
American Express Company (AXP) 0.0 $340k 1.0k 338.26
Digital Realty Trust (DLR) 0.0 $339k 1.9k 179.54
Amphenol Corp Cl A (APH) 0.0 $338k 1.9k 176.32
McKesson Corporation (MCK) 0.0 $335k 443.00 755.77
Deere & Company (DE) 0.0 $333k 526.00 633.88
Arm Holdings Sponsored Ads (ARM) 0.0 $329k 929.00 354.57
Travelers Companies (TRV) 0.0 $327k 991.00 330.20
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $323k 3.5k 91.21
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.0 $322k 4.4k 73.80
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $321k 5.8k 55.57
Allstate Corporation (ALL) 0.0 $321k 1.3k 238.01
Cloudflare Cl A Com (NET) 0.0 $320k 1.3k 245.28
Vanguard World Industrial Etf (VIS) 0.0 $310k 860.00 360.34
PNC Financial Services (PNC) 0.0 $309k 1.3k 246.23
3M Company (MMM) 0.0 $304k 1.9k 161.88
Barrick Mng Corp Com Shs (B) 0.0 $300k 8.2k 36.73
Ishares Tr Russell 3000 Etf (IWV) 0.0 $298k 698.00 426.40
Ishares Tr Msci Eafe Etf (EFA) 0.0 $289k 2.8k 103.87
Honeywell International (HON) 0.0 $287k 1.3k 223.90
Honeywell Aerospace (HONA) 0.0 $285k 1.3k 221.08
Kla Corp Com New (KLAC) 0.0 $285k 944.00 301.69
Booking Holdings (BKNG) 0.0 $283k 1.6k 178.19
Target Corporation (TGT) 0.0 $282k 2.2k 130.63
Progressive Corporation (PGR) 0.0 $278k 1.3k 218.48
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $275k 1.7k 164.60
Cigna Corp (CI) 0.0 $272k 988.00 275.75
Banco Santander Sa Adr (SAN) 0.0 $270k 20k 13.80
Johnson Controls Internation SHS (JCI) 0.0 $269k 1.8k 146.13
Chipotle Mexican Grill (CMG) 0.0 $269k 7.9k 34.00
Cincinnati Financial Corporation (CINF) 0.0 $269k 1.5k 185.19
Nextera Energy (NEE) 0.0 $268k 3.1k 87.78
Sandisk Corp (SNDK) 0.0 $268k 118.00 2268.34
Mondelez Intl Cl A (MDLZ) 0.0 $267k 4.6k 57.84
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $266k 8.7k 30.49
Union Pacific Corporation (UNP) 0.0 $264k 971.00 271.88
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $263k 11k 25.06
Enbridge (ENB) 0.0 $261k 4.8k 54.21
Bristol Myers Squibb (BMY) 0.0 $260k 4.5k 57.62
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $260k 1.5k 178.60
Listed Fds Tr Wahed Dow Jones (UMMA) 0.0 $258k 6.5k 39.48
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $257k 8.9k 28.97
Linde SHS (LIN) 0.0 $252k 485.00 519.05
Lowe's Companies (LOW) 0.0 $251k 1.1k 220.53
SLB Com Stk (SLB) 0.0 $249k 5.4k 46.49
Dell Technologies CL C (DELL) 0.0 $246k 570.00 431.46
Okta Cl A (OKTA) 0.0 $245k 1.8k 136.45
Astrazeneca Ord (AZN) 0.0 $244k 1.3k 189.69
Global Partners Com Units (GLP) 0.0 $244k 5.2k 46.59
TJX Companies (TJX) 0.0 $244k 1.6k 151.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $242k 2.9k 82.66
Trane Technologies SHS (TT) 0.0 $242k 493.00 491.44
Novartis Sponsored Adr (NVS) 0.0 $241k 1.5k 156.76
Ishares Tr National Mun Etf (MUB) 0.0 $240k 2.2k 107.61
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $239k 6.9k 34.81
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $237k 775.00 306.35
Automatic Data Processing (ADP) 0.0 $237k 1.1k 224.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $235k 7.4k 31.71
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.0 $234k 5.9k 39.54
Southern Company (SO) 0.0 $232k 2.4k 95.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $229k 3.1k 73.40
Bloom Energy Corp Com Cl A (BE) 0.0 $229k 755.00 302.70
Ferrovial Nv Ord Shs (FER) 0.0 $228k 3.3k 68.60
Global X Fds Global X Copper (COPX) 0.0 $225k 2.9k 76.97
Welltower Inc Com reit (WELL) 0.0 $225k 992.00 226.90
Nu Hldgs Ord Shs Cl A (NU) 0.0 $224k 17k 13.36
Thermo Fisher Scientific (TMO) 0.0 $222k 443.00 500.98
Dominion Resources (D) 0.0 $221k 3.2k 68.29
CBOE Holdings (CBOE) 0.0 $218k 900.00 242.65
Amgen (AMGN) 0.0 $217k 598.00 362.14
Altria (MO) 0.0 $215k 3.0k 71.95
Pepsi (PEP) 0.0 $214k 1.6k 135.37
First Tr Exchange-traded Indxx Aerospace (MISL) 0.0 $213k 4.7k 45.77
Anglogold Ashanti Com Shs (AU) 0.0 $213k 2.6k 80.90
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.0 $213k 5.2k 40.65
Southern Copper Corporation (SCCO) 0.0 $212k 1.2k 174.21
At&t (T) 0.0 $212k 10k 20.70
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $211k 2.5k 83.75
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $210k 8.9k 23.58
Shell Spon Ads (SHEL) 0.0 $210k 2.7k 77.55
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $207k 913.00 227.14
Listed Fds Tr Roun Ma Seve Etf (MAGS) 0.0 $206k 3.2k 64.30
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $202k 5.0k 40.21
Intuitive Surgical Com New (ISRG) 0.0 $201k 506.00 397.68
Mongodb Cl A (MDB) 0.0 $201k 597.00 335.90
Huntington Bancshares Incorporated (HBAN) 0.0 $194k 11k 17.73
Dht Holdings Shs New (DHT) 0.0 $183k 11k 16.53
Snap Cl A (SNAP) 0.0 $175k 39k 4.44
Amprius Technologies Common Stock (AMPX) 0.0 $172k 12k 13.86
Plug Pwr Com New (PLUG) 0.0 $122k 45k 2.71
JetBlue Airways Corporation (JBLU) 0.0 $104k 18k 5.73
Asana Cl A (ASAN) 0.0 $96k 14k 7.00
Nextdecade Corp (NEXT) 0.0 $91k 12k 7.54
Hafnia SHS (HAFN) 0.0 $82k 12k 6.64
Ur-energy (URG) 0.0 $61k 45k 1.36
Protalix Biotherapeutics (PLX) 0.0 $61k 26k 2.33
Health Catalyst (HCAT) 0.0 $37k 18k 1.99
Cerus Corporation (CERS) 0.0 $32k 11k 2.92
Milestone Pharmaceuticals (MIST) 0.0 $20k 15k 1.34
Klotho Neurosciences (GRML) 0.0 $2.7k 11k 0.26