First Pacific Financial as of Dec. 31, 2023
Portfolio Holdings for First Pacific Financial
First Pacific Financial holds 382 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr S&p 100 Etf (OEF) | 8.1 | $27M | 119k | 223.39 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 7.7 | $25M | 343k | 73.38 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 6.8 | $22M | 402k | 55.35 | |
Matthews Intl Fds Pacific Tiger Ac (ASIA) | 6.6 | $22M | 844k | 25.44 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 6.1 | $20M | 246k | 81.28 | |
Vanguard Index Fds Growth Etf (VUG) | 6.1 | $20M | 64k | 310.88 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 5.3 | $17M | 705k | 24.48 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 3.5 | $11M | 256k | 44.61 | |
Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 3.3 | $11M | 1.1M | 9.96 | |
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 2.9 | $9.7M | 181k | 53.44 | |
Dimensional Etf Trust World Equity Etf (DFAW) | 2.9 | $9.4M | 172k | 54.91 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 2.6 | $8.6M | 348k | 24.74 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.9 | $6.2M | 159k | 39.10 | |
Microsoft Corporation (MSFT) | 1.8 | $5.9M | 16k | 376.03 | |
Matthews Intl Fds Emerging Markets (EMSF) | 1.8 | $5.9M | 228k | 25.79 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $4.6M | 11k | 436.79 | |
Ishares Tr Eafe Grwth Etf (EFG) | 1.4 | $4.5M | 46k | 96.85 | |
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 1.1 | $3.7M | 84k | 44.06 | |
Costco Wholesale Corporation (COST) | 0.9 | $3.1M | 4.7k | 660.06 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.9 | $2.9M | 87k | 33.73 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $2.8M | 120k | 23.04 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $2.7M | 23k | 116.29 | |
Apple (AAPL) | 0.7 | $2.3M | 12k | 192.53 | |
salesforce (CRM) | 0.6 | $2.0M | 7.5k | 263.14 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $1.8M | 6.8k | 262.28 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.8M | 23k | 75.32 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $1.7M | 11k | 165.25 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $1.4M | 2.3k | 596.60 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.3M | 26k | 51.05 | |
Eaton Corp SHS (ETN) | 0.4 | $1.3M | 5.3k | 240.82 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.3M | 3.6k | 350.91 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.2M | 4.8k | 255.32 | |
Goldman Sachs (GS) | 0.4 | $1.2M | 3.2k | 385.75 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 8.3k | 140.93 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.2M | 8.8k | 130.93 | |
Thermo Fisher Scientific (TMO) | 0.3 | $1.1M | 2.1k | 530.79 | |
Analog Devices (ADI) | 0.3 | $1.1M | 5.6k | 198.56 | |
Ecolab (ECL) | 0.3 | $1.1M | 5.5k | 198.36 | |
Sherwin-Williams Company (SHW) | 0.3 | $1.1M | 3.5k | 311.91 | |
Home Depot (HD) | 0.3 | $1.1M | 3.1k | 346.56 | |
Roper Industries (ROP) | 0.3 | $1.1M | 1.9k | 545.18 | |
Visa Com Cl A (V) | 0.3 | $1.1M | 4.1k | 260.34 | |
Merck & Co (MRK) | 0.3 | $1.0M | 9.6k | 109.02 | |
Parker-Hannifin Corporation (PH) | 0.3 | $1.0M | 2.3k | 460.80 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.9k | 356.66 | |
Air Products & Chemicals (APD) | 0.3 | $1.0M | 3.7k | 273.80 | |
Church & Dwight (CHD) | 0.3 | $1.0M | 11k | 94.56 | |
American Tower Reit (AMT) | 0.3 | $992k | 4.6k | 215.88 | |
Waste Management (WM) | 0.3 | $988k | 5.5k | 179.10 | |
Garmin SHS (GRMN) | 0.3 | $985k | 7.7k | 128.54 | |
Archer Daniels Midland Company (ADM) | 0.3 | $955k | 13k | 72.22 | |
BlackRock (BLK) | 0.3 | $945k | 1.2k | 811.62 | |
UnitedHealth (UNH) | 0.3 | $938k | 1.8k | 526.45 | |
Verizon Communications (VZ) | 0.3 | $934k | 25k | 37.70 | |
Cummins (CMI) | 0.3 | $905k | 3.8k | 239.56 | |
Becton, Dickinson and (BDX) | 0.3 | $893k | 3.7k | 243.83 | |
Target Corporation (TGT) | 0.3 | $889k | 6.2k | 142.42 | |
Nike CL B (NKE) | 0.3 | $879k | 8.1k | 108.57 | |
Mccormick & Co Com Non Vtg (MKC) | 0.3 | $878k | 13k | 68.42 | |
Cisco Systems (CSCO) | 0.3 | $875k | 17k | 50.52 | |
Union Pacific Corporation (UNP) | 0.3 | $868k | 3.5k | 245.62 | |
Illinois Tool Works (ITW) | 0.3 | $862k | 3.3k | 261.90 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $855k | 1.1k | 756.92 | |
Tetra Tech (TTEK) | 0.3 | $847k | 5.1k | 166.92 | |
Xylem (XYL) | 0.3 | $843k | 7.4k | 114.36 | |
Unilever Spon Adr New (UL) | 0.3 | $836k | 17k | 48.48 | |
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $815k | 30k | 26.95 | |
Ishares Tr Global Reit Etf (REET) | 0.2 | $808k | 33k | 24.18 | |
Marvell Technology (MRVL) | 0.2 | $796k | 13k | 60.31 | |
Intel Corporation (INTC) | 0.2 | $795k | 16k | 50.25 | |
Danaher Corporation (DHR) | 0.2 | $779k | 3.4k | 231.34 | |
Medtronic SHS (MDT) | 0.2 | $778k | 9.4k | 82.38 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $759k | 2.5k | 303.15 | |
SYSCO Corporation (SYY) | 0.2 | $758k | 10k | 73.13 | |
Nasdaq Omx (NDAQ) | 0.2 | $756k | 13k | 58.14 | |
Nutrien (NTR) | 0.2 | $699k | 12k | 56.34 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $694k | 20k | 34.77 | |
Canadian Natl Ry (CNI) | 0.2 | $680k | 5.4k | 125.63 | |
Norfolk Southern (NSC) | 0.2 | $675k | 2.9k | 236.34 | |
American States Water Company (AWR) | 0.2 | $673k | 8.4k | 80.42 | |
Consolidated Edison (ED) | 0.2 | $652k | 7.2k | 90.98 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $622k | 16k | 40.12 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $616k | 9.3k | 66.57 | |
IDEX Corporation (IEX) | 0.2 | $611k | 2.8k | 217.11 | |
Pfizer (PFE) | 0.2 | $596k | 21k | 28.79 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $576k | 14k | 41.10 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $557k | 2.3k | 237.26 | |
Walt Disney Company (DIS) | 0.2 | $545k | 6.0k | 90.29 | |
Nextera Energy (NEE) | 0.2 | $540k | 8.9k | 60.74 | |
Essential Utils (WTRG) | 0.2 | $514k | 14k | 37.35 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.2 | $504k | 5.0k | 100.50 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $503k | 6.6k | 75.67 | |
Portland Gen Elec Com New (POR) | 0.1 | $455k | 11k | 43.34 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $454k | 9.2k | 49.36 | |
Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $446k | 20k | 22.26 | |
Avangrid (AGR) | 0.1 | $438k | 14k | 32.41 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $433k | 5.3k | 81.05 | |
Aptiv SHS (APTV) | 0.1 | $421k | 4.7k | 89.72 | |
Livent Corp | 0.1 | $417k | 23k | 17.98 | |
Vanguard World Mega Cap Index (MGC) | 0.1 | $391k | 2.3k | 169.25 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $378k | 13k | 28.89 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $353k | 9.8k | 35.91 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $349k | 2.1k | 170.10 | |
BorgWarner (BWA) | 0.1 | $345k | 9.6k | 35.85 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $340k | 836.00 | 406.89 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $333k | 2.9k | 115.09 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $327k | 8.4k | 38.81 | |
Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $291k | 12k | 24.17 | |
Amazon (AMZN) | 0.1 | $264k | 1.7k | 151.94 | |
Solaredge Technologies (SEDG) | 0.1 | $242k | 2.6k | 93.60 | |
NVIDIA Corporation (NVDA) | 0.1 | $237k | 479.00 | 495.24 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $234k | 461.00 | 506.99 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $218k | 456.00 | 477.12 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $212k | 2.9k | 73.55 | |
Wells Fargo & Company (WFC) | 0.1 | $209k | 4.2k | 49.22 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $209k | 2.5k | 82.96 | |
Vaneck Etf Trust Green Bond Etf (GRNB) | 0.1 | $192k | 8.0k | 23.83 | |
Bank of America Corporation (BAC) | 0.1 | $169k | 5.0k | 33.67 | |
Boeing Company (BA) | 0.1 | $167k | 639.00 | 260.66 | |
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $156k | 5.2k | 29.84 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $153k | 634.00 | 241.71 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $142k | 3.7k | 38.01 | |
Lam Research Corporation (LRCX) | 0.0 | $140k | 179.00 | 783.26 | |
United Parcel Service CL B (UPS) | 0.0 | $132k | 840.00 | 157.23 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $128k | 2.7k | 47.24 | |
Coca-Cola Company (KO) | 0.0 | $126k | 2.1k | 58.93 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $125k | 305.00 | 409.67 | |
Procter & Gamble Company (PG) | 0.0 | $125k | 852.00 | 146.54 | |
Lennar Corp Cl A (LEN) | 0.0 | $121k | 811.00 | 149.04 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $119k | 3.1k | 39.03 | |
Advanced Micro Devices (AMD) | 0.0 | $118k | 798.00 | 147.41 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $115k | 4.3k | 27.04 | |
Honeywell International (HON) | 0.0 | $113k | 539.00 | 209.55 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $106k | 1.8k | 57.97 | |
American Express Company (AXP) | 0.0 | $106k | 563.00 | 187.34 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $105k | 1.7k | 61.93 | |
Tidal Etf Tr Adasina Social (JSTC) | 0.0 | $103k | 6.0k | 17.04 | |
Netflix (NFLX) | 0.0 | $103k | 211.00 | 486.88 | |
Atlassian Corporation Cl A (TEAM) | 0.0 | $101k | 425.00 | 237.86 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $99k | 2.0k | 50.58 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $98k | 230.00 | 426.51 | |
Meta Platforms Cl A (META) | 0.0 | $98k | 277.00 | 353.96 | |
Shell Spon Ads (SHEL) | 0.0 | $95k | 1.4k | 65.82 | |
Johnson & Johnson (JNJ) | 0.0 | $95k | 604.00 | 156.68 | |
Logitech Intl S A SHS (LOGI) | 0.0 | $94k | 991.00 | 95.06 | |
Raytheon Technologies Corp (RTX) | 0.0 | $93k | 1.1k | 84.14 | |
Coastal Finl Corp Wa Com New (CCB) | 0.0 | $91k | 2.1k | 44.41 | |
Servicenow (NOW) | 0.0 | $91k | 129.00 | 706.50 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $91k | 1.6k | 57.64 | |
McDonald's Corporation (MCD) | 0.0 | $89k | 300.00 | 296.51 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $87k | 4.4k | 19.74 | |
Martin Marietta Materials (MLM) | 0.0 | $86k | 172.00 | 498.91 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $86k | 2.0k | 42.57 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $85k | 1.0k | 82.26 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $84k | 1.4k | 59.32 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $83k | 414.00 | 200.83 | |
Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $81k | 3.1k | 25.98 | |
Tesla Motors (TSLA) | 0.0 | $80k | 323.00 | 248.48 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $79k | 568.00 | 139.69 | |
Wec Energy Group (WEC) | 0.0 | $76k | 902.00 | 84.17 | |
Eli Lilly & Co. (LLY) | 0.0 | $76k | 130.00 | 582.92 | |
Riverview Ban (RVSB) | 0.0 | $75k | 12k | 6.40 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $68k | 2.3k | 29.02 | |
Pepsi (PEP) | 0.0 | $67k | 392.00 | 169.84 | |
Docusign (DOCU) | 0.0 | $65k | 1.1k | 59.45 | |
Fidelity Covington Trust Clean Energy Etf (FRNW) | 0.0 | $65k | 3.7k | 17.28 | |
Texas Instruments Incorporated (TXN) | 0.0 | $64k | 377.00 | 170.46 | |
Automatic Data Processing (ADP) | 0.0 | $64k | 273.00 | 232.97 | |
F5 Networks (FFIV) | 0.0 | $63k | 350.00 | 178.98 | |
Fortinet (FTNT) | 0.0 | $63k | 1.1k | 58.53 | |
D.R. Horton (DHI) | 0.0 | $58k | 384.00 | 151.94 | |
Middlesex Water Company (MSEX) | 0.0 | $58k | 888.00 | 65.64 | |
First Tr Exchange Traded Wtr Etf (FIW) | 0.0 | $56k | 595.00 | 94.80 | |
Micron Technology (MU) | 0.0 | $56k | 653.00 | 85.34 | |
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.0 | $51k | 846.00 | 59.70 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $49k | 654.00 | 75.10 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $49k | 466.00 | 104.00 | |
Starbucks Corporation (SBUX) | 0.0 | $48k | 502.00 | 96.01 | |
Broadcom (AVGO) | 0.0 | $48k | 43.00 | 1116.26 | |
Principal Financial (PFG) | 0.0 | $44k | 564.00 | 78.67 | |
Phinia Common Stock (PHIN) | 0.0 | $44k | 1.5k | 30.29 | |
Caterpillar (CAT) | 0.0 | $44k | 149.00 | 295.67 | |
Paypal Holdings (PYPL) | 0.0 | $44k | 713.00 | 61.41 | |
Digital Realty Trust (DLR) | 0.0 | $44k | 323.00 | 134.58 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $43k | 693.00 | 62.49 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $43k | 615.00 | 70.35 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $42k | 696.00 | 60.05 | |
Oracle Corporation (ORCL) | 0.0 | $41k | 391.00 | 105.43 | |
Columbia Banking System (COLB) | 0.0 | $40k | 1.5k | 26.68 | |
ON Semiconductor (ON) | 0.0 | $40k | 480.00 | 83.53 | |
Palo Alto Networks (PANW) | 0.0 | $39k | 132.00 | 294.89 | |
NetApp (NTAP) | 0.0 | $39k | 437.00 | 88.16 | |
Fmc Corp Com New (FMC) | 0.0 | $37k | 591.00 | 63.05 | |
Prologis (PLD) | 0.0 | $37k | 274.00 | 133.30 | |
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $36k | 690.00 | 52.29 | |
NVR (NVR) | 0.0 | $35k | 5.00 | 7000.60 | |
W.W. Grainger (GWW) | 0.0 | $34k | 41.00 | 828.71 | |
Pioneer Natural Resources | 0.0 | $34k | 150.00 | 224.88 | |
Abbvie (ABBV) | 0.0 | $31k | 200.00 | 154.97 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $30k | 171.00 | 173.89 | |
Deere & Company (DE) | 0.0 | $30k | 74.00 | 399.88 | |
First Solar (FSLR) | 0.0 | $29k | 167.00 | 172.28 | |
Northwest Natural Holdin (NWN) | 0.0 | $28k | 728.00 | 38.94 | |
Jacobs Engineering Group (J) | 0.0 | $27k | 205.00 | 130.02 | |
Moderna (MRNA) | 0.0 | $27k | 266.00 | 99.45 | |
Albemarle Corporation (ALB) | 0.0 | $26k | 181.00 | 144.48 | |
Bristol Myers Squibb (BMY) | 0.0 | $26k | 500.00 | 51.31 | |
Proshares Tr Large Cap Cre (CSM) | 0.0 | $25k | 456.00 | 54.74 | |
CarMax (KMX) | 0.0 | $25k | 325.00 | 76.74 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $25k | 247.00 | 99.25 | |
Dover Corporation (DOV) | 0.0 | $24k | 157.00 | 153.82 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $24k | 333.00 | 72.43 | |
Lowe's Companies (LOW) | 0.0 | $23k | 105.00 | 222.55 | |
Highwoods Properties (HIW) | 0.0 | $23k | 1.0k | 22.96 | |
Expedia Group Com New (EXPE) | 0.0 | $23k | 150.00 | 151.79 | |
Duke Energy Corp Com New (DUK) | 0.0 | $23k | 234.00 | 97.04 | |
Peakstone Realty Trust Common Shares (PKST) | 0.0 | $22k | 1.1k | 19.93 | |
S&p Global (SPGI) | 0.0 | $22k | 49.00 | 440.53 | |
Boston Properties (BXP) | 0.0 | $21k | 301.00 | 70.17 | |
Genuine Parts Company (GPC) | 0.0 | $21k | 151.00 | 138.50 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $21k | 1.2k | 16.98 | |
Sun Life Financial (SLF) | 0.0 | $19k | 367.00 | 51.86 | |
Uber Technologies (UBER) | 0.0 | $18k | 293.00 | 61.57 | |
Monster Beverage Corp (MNST) | 0.0 | $18k | 312.00 | 57.61 | |
Hp (HPQ) | 0.0 | $18k | 597.00 | 30.09 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $17k | 158.00 | 108.25 | |
Zoetis Cl A (ZTS) | 0.0 | $17k | 84.00 | 197.38 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $16k | 109.00 | 149.50 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $16k | 46.00 | 337.37 | |
stock | 0.0 | $15k | 99.00 | 152.35 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $15k | 146.00 | 103.08 | |
Marsh & McLennan Companies (MMC) | 0.0 | $15k | 79.00 | 189.48 | |
Stryker Corporation (SYK) | 0.0 | $14k | 48.00 | 299.48 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $14k | 112.00 | 125.10 | |
Workday Cl A (WDAY) | 0.0 | $14k | 49.00 | 276.06 | |
Dex (DXCM) | 0.0 | $13k | 108.00 | 124.09 | |
Hannon Armstrong (HASI) | 0.0 | $13k | 480.00 | 27.58 | |
Alcon Ord Shs (ALC) | 0.0 | $13k | 169.00 | 78.12 | |
Intuit (INTU) | 0.0 | $13k | 21.00 | 625.05 | |
Equinix (EQIX) | 0.0 | $13k | 16.00 | 805.44 | |
Intellia Therapeutics (NTLA) | 0.0 | $13k | 418.00 | 30.49 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $13k | 85.00 | 147.14 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $11k | 306.00 | 36.96 | |
Vanguard World Fds Financials Etf (VFH) | 0.0 | $11k | 120.00 | 92.27 | |
Dominion Resources (D) | 0.0 | $11k | 233.00 | 47.03 | |
Us Bancorp Del Com New (USB) | 0.0 | $11k | 247.00 | 43.28 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $11k | 99.00 | 107.49 | |
At&t (T) | 0.0 | $10k | 600.00 | 16.78 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $9.5k | 182.00 | 52.10 | |
Charles Schwab Corporation (SCHW) | 0.0 | $8.6k | 125.00 | 68.80 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $8.3k | 57.00 | 146.26 | |
T. Rowe Price (TROW) | 0.0 | $8.1k | 75.00 | 107.69 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $7.7k | 73.00 | 104.95 | |
J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $7.6k | 124.00 | 61.10 | |
Electronic Arts (EA) | 0.0 | $7.4k | 54.00 | 136.81 | |
T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $7.4k | 209.00 | 35.27 | |
CBOE Holdings (CBOE) | 0.0 | $7.1k | 40.00 | 178.57 | |
Aptar (ATR) | 0.0 | $6.9k | 56.00 | 123.62 | |
Progressive Corporation (PGR) | 0.0 | $6.7k | 42.00 | 159.29 | |
Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $6.6k | 232.00 | 28.30 | |
Ishares Tr Core Total Usd (IUSB) | 0.0 | $6.5k | 142.00 | 46.07 | |
Royal Gold (RGLD) | 0.0 | $6.5k | 54.00 | 120.96 | |
Amgen (AMGN) | 0.0 | $6.3k | 22.00 | 288.05 | |
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $6.3k | 181.00 | 34.78 | |
Tri-Continental Corporation (TY) | 0.0 | $6.1k | 211.00 | 28.83 | |
Verisign (VRSN) | 0.0 | $6.0k | 29.00 | 205.97 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $5.9k | 124.00 | 47.90 | |
CVS Caremark Corporation (CVS) | 0.0 | $5.7k | 72.00 | 78.97 | |
Dolby Laboratories Com Cl A (DLB) | 0.0 | $5.5k | 64.00 | 86.19 | |
Sonoco Products Company (SON) | 0.0 | $5.4k | 96.00 | 55.88 | |
Snap-on Incorporated (SNA) | 0.0 | $5.2k | 18.00 | 288.89 | |
Lancaster Colony (LANC) | 0.0 | $5.2k | 31.00 | 166.42 | |
Cadence Design Systems (CDNS) | 0.0 | $4.9k | 18.00 | 272.39 | |
AFLAC Incorporated (AFL) | 0.0 | $4.4k | 53.00 | 82.51 | |
Bj's Wholesale Club Holdings (BJ) | 0.0 | $4.3k | 64.00 | 66.67 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $4.2k | 56.00 | 74.59 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $4.2k | 34.00 | 122.76 | |
Cdw (CDW) | 0.0 | $4.1k | 18.00 | 227.33 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $4.1k | 24.00 | 170.42 | |
Aon Shs Cl A (AON) | 0.0 | $4.1k | 14.00 | 291.07 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $4.1k | 46.00 | 88.37 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $4.1k | 73.00 | 55.60 | |
Akamai Technologies (AKAM) | 0.0 | $4.0k | 34.00 | 118.35 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $4.0k | 45.00 | 89.07 | |
Alaska Air (ALK) | 0.0 | $3.9k | 100.00 | 39.07 | |
Interpublic Group of Companies (IPG) | 0.0 | $3.7k | 112.00 | 32.64 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $3.5k | 45.00 | 77.33 | |
New York Times Cl A (NYT) | 0.0 | $3.5k | 71.00 | 49.00 | |
Avnet (AVT) | 0.0 | $3.4k | 67.00 | 50.40 | |
Msc Indl Direct Cl A (MSM) | 0.0 | $3.2k | 32.00 | 101.28 | |
Neurocrine Biosciences (NBIX) | 0.0 | $3.2k | 24.00 | 131.79 | |
Dare Bioscience | 0.0 | $3.1k | 10k | 0.31 | |
Ptc (PTC) | 0.0 | $3.0k | 17.00 | 175.00 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $2.9k | 32.00 | 91.41 | |
Ansys (ANSS) | 0.0 | $2.9k | 8.00 | 363.00 | |
Broadridge Financial Solutions (BR) | 0.0 | $2.9k | 14.00 | 205.79 | |
Reinsurance Grp Of America I Com New (RGA) | 0.0 | $2.8k | 17.00 | 161.82 | |
Cooper Cos Com New | 0.0 | $2.6k | 7.00 | 378.57 | |
Grocery Outlet Hldg Corp (GO) | 0.0 | $2.6k | 98.00 | 26.97 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $2.6k | 33.00 | 78.03 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $2.5k | 13.00 | 192.54 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $2.5k | 49.00 | 50.24 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $2.5k | 56.00 | 43.86 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $2.4k | 25.00 | 94.08 | |
Axalta Coating Sys (AXTA) | 0.0 | $2.3k | 69.00 | 33.97 | |
Sea Sponsord Ads (SE) | 0.0 | $2.3k | 57.00 | 40.51 | |
SJW (SJW) | 0.0 | $2.3k | 35.00 | 65.37 | |
Rambus (RMBS) | 0.0 | $2.3k | 33.00 | 68.27 | |
Ss&c Technologies Holding (SSNC) | 0.0 | $2.2k | 36.00 | 61.11 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $2.2k | 22.00 | 98.91 | |
West Pharmaceutical Services (WST) | 0.0 | $2.1k | 6.00 | 352.17 | |
Gra (GGG) | 0.0 | $2.0k | 23.00 | 86.78 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $1.9k | 20.00 | 96.45 | |
Prestige Brands Holdings (PBH) | 0.0 | $1.9k | 31.00 | 61.23 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.9k | 34.00 | 55.41 | |
Unity Software (U) | 0.0 | $1.9k | 46.00 | 40.89 | |
Msa Safety Inc equity (MSA) | 0.0 | $1.9k | 11.00 | 168.91 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.9k | 100.00 | 18.54 | |
Gartner (IT) | 0.0 | $1.8k | 4.00 | 451.25 | |
Lennox International (LII) | 0.0 | $1.8k | 4.00 | 447.75 | |
Lumen Technologies (LUMN) | 0.0 | $1.8k | 978.00 | 1.83 | |
Royalty Pharma Shs Class A (RPRX) | 0.0 | $1.7k | 62.00 | 28.10 | |
IPG Photonics Corporation (IPGP) | 0.0 | $1.7k | 16.00 | 108.56 | |
Autodesk (ADSK) | 0.0 | $1.7k | 7.00 | 243.57 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7k | 22.00 | 77.05 | |
Cirrus Logic (CRUS) | 0.0 | $1.7k | 20.00 | 83.20 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.7k | 15.00 | 110.67 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.7k | 145.00 | 11.39 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $1.6k | 35.00 | 46.66 | |
Exelixis (EXEL) | 0.0 | $1.6k | 68.00 | 24.00 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.6k | 25.00 | 65.08 | |
Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.6k | 32.00 | 50.50 | |
Pool Corporation (POOL) | 0.0 | $1.6k | 4.00 | 398.75 | |
Insight Enterprises (NSIT) | 0.0 | $1.6k | 9.00 | 177.22 | |
FormFactor (FORM) | 0.0 | $1.6k | 38.00 | 41.71 | |
Sirius Xm Holdings (SIRI) | 0.0 | $1.6k | 285.00 | 5.47 | |
Manhattan Associates (MANH) | 0.0 | $1.5k | 7.00 | 215.43 | |
Topbuild (BLD) | 0.0 | $1.5k | 4.00 | 374.50 | |
Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $1.5k | 52.00 | 28.23 | |
Trinet (TNET) | 0.0 | $1.4k | 12.00 | 119.00 | |
Ishares Tr Us Infrastruc (IFRA) | 0.0 | $1.4k | 35.00 | 40.29 | |
Robert Half International (RHI) | 0.0 | $1.4k | 16.00 | 87.94 | |
Amkor Technology (AMKR) | 0.0 | $1.4k | 42.00 | 33.29 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $1.4k | 40.00 | 34.02 | |
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $1.3k | 52.00 | 25.77 | |
Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $1.3k | 25.00 | 52.60 | |
Option Care Health Com New (OPCH) | 0.0 | $1.1k | 34.00 | 33.71 | |
Cable One (CABO) | 0.0 | $1.1k | 2.00 | 557.00 | |
Pure Storage Cl A (PSTG) | 0.0 | $1.1k | 31.00 | 35.68 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $1.0k | 20.00 | 50.60 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $956.998800 | 27.00 | 35.44 | |
Ishares Tr Global Energ Etf (IXC) | 0.0 | $939.000000 | 24.00 | 39.12 | |
Axcelis Technologies Com New (ACLS) | 0.0 | $908.000100 | 7.00 | 129.71 | |
Boyd Gaming Corporation (BYD) | 0.0 | $877.000600 | 14.00 | 62.64 | |
Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $801.003000 | 70.00 | 11.44 | |
Selective Insurance (SIGI) | 0.0 | $796.000000 | 8.00 | 99.50 | |
Chimera Invt Corp Com New | 0.0 | $768.999000 | 154.00 | 4.99 | |
Hain Celestial (HAIN) | 0.0 | $766.997000 | 70.00 | 10.96 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $665.000000 | 14.00 | 47.50 | |
Waters Corporation (WAT) | 0.0 | $659.000000 | 2.00 | 329.50 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $647.999800 | 7.00 | 92.57 | |
Huron Consulting (HURN) | 0.0 | $616.999800 | 6.00 | 102.83 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.0 | $576.000000 | 20.00 | 28.80 | |
Frontdoor (FTDR) | 0.0 | $564.000000 | 16.00 | 35.25 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $524.000100 | 13.00 | 40.31 | |
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $515.000000 | 20.00 | 25.75 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $497.999600 | 14.00 | 35.57 | |
Power Integrations (POWI) | 0.0 | $493.000200 | 6.00 | 82.17 | |
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.0 | $476.999600 | 14.00 | 34.07 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $431.000100 | 9.00 | 47.89 | |
Core & Main Cl A (CNM) | 0.0 | $405.000000 | 10.00 | 40.50 | |
Qualys (QLYS) | 0.0 | $393.000000 | 2.00 | 196.50 | |
Vertiv Holdings Com Cl A (VRT) | 0.0 | $385.000000 | 8.00 | 48.12 | |
Visteon Corp Com New (VC) | 0.0 | $375.000000 | 3.00 | 125.00 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $328.000200 | 6.00 | 54.67 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $316.000000 | 2.00 | 158.00 | |
Spdr Ser Tr Portfolio Short (SPSB) | 0.0 | $298.000000 | 10.00 | 29.80 | |
Sarepta Therapeutics (SRPT) | 0.0 | $290.000100 | 3.00 | 96.67 | |
Brown & Brown (BRO) | 0.0 | $213.999900 | 3.00 | 71.33 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $209.000100 | 3.00 | 69.67 | |
Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $184.000000 | 4.00 | 46.00 | |
Nikola Corp | 0.0 | $175.000000 | 200.00 | 0.88 |