First Pacific Financial as of March 31, 2024
Portfolio Holdings for First Pacific Financial
First Pacific Financial holds 423 positions in its portfolio as reported in the March 2024 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 | $29M | 117k | 247.41 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 7.4 | $27M | 349k | 76.00 | |
Matthews Intl Fds Pacific Tiger Ac (ASIA) | 6.5 | $23M | 925k | 25.02 | |
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 6.5 | $23M | 405k | 57.03 | |
Vanguard Index Fds Growth Etf (VUG) | 6.1 | $22M | 64k | 344.20 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.8 | $21M | 259k | 80.51 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 5.1 | $18M | 749k | 24.48 | |
Dimensional Etf Trust World Equity Etf (DFAW) | 5.0 | $18M | 301k | 59.13 | |
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 3.3 | $12M | 205k | 57.87 | |
Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 3.1 | $11M | 1.1M | 9.80 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 3.1 | $11M | 255k | 43.60 | |
Matthews Intl Fds Emerging Markets (EMSF) | 2.6 | $9.2M | 356k | 25.95 | |
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 2.4 | $8.5M | 346k | 24.60 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.9 | $6.9M | 165k | 41.59 | |
Microsoft Corporation (MSFT) | 1.8 | $6.5M | 16k | 420.72 | |
Ishares Tr Eafe Grwth Etf (EFG) | 1.2 | $4.3M | 41k | 103.79 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $4.0M | 8.4k | 480.69 | |
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 1.0 | $3.7M | 83k | 45.20 | |
Costco Wholesale Corporation (COST) | 1.0 | $3.4M | 4.7k | 732.58 | |
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.9 | $3.1M | 87k | 35.61 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $3.0M | 134k | 22.77 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.8 | $2.8M | 22k | 125.33 | |
Apple (AAPL) | 0.7 | $2.5M | 15k | 171.48 | |
salesforce (CRM) | 0.5 | $1.9M | 6.4k | 301.18 | |
Eaton Corp SHS (ETN) | 0.4 | $1.6M | 5.0k | 312.68 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.6M | 31k | 50.60 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $1.4M | 17k | 81.43 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.4M | 4.3k | 320.59 | |
Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.4 | $1.4M | 55k | 25.06 | |
Goldman Sachs (GS) | 0.4 | $1.3M | 3.2k | 417.66 | |
Ecolab (ECL) | 0.4 | $1.3M | 5.6k | 230.92 | |
Merck & Co (MRK) | 0.4 | $1.3M | 9.7k | 131.96 | |
Thermo Fisher Scientific (TMO) | 0.4 | $1.3M | 2.2k | 581.30 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.2M | 3.6k | 346.61 | |
Target Corporation (TGT) | 0.3 | $1.2M | 7.0k | 177.20 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.2M | 8.1k | 152.26 | |
Parker-Hannifin Corporation (PH) | 0.3 | $1.2M | 2.2k | 555.87 | |
Sherwin-Williams Company (SHW) | 0.3 | $1.2M | 3.5k | 347.38 | |
Home Depot (HD) | 0.3 | $1.2M | 3.1k | 383.60 | |
Waste Management (WM) | 0.3 | $1.2M | 5.6k | 213.15 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $1.2M | 8.9k | 131.36 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $1.2M | 2.3k | 504.60 | |
Garmin SHS (GRMN) | 0.3 | $1.1M | 7.7k | 148.87 | |
Cummins (CMI) | 0.3 | $1.1M | 3.8k | 294.66 | |
Visa Com Cl A (V) | 0.3 | $1.1M | 4.0k | 279.09 | |
Church & Dwight (CHD) | 0.3 | $1.1M | 11k | 104.31 | |
Analog Devices (ADI) | 0.3 | $1.1M | 5.7k | 197.80 | |
Verizon Communications (VZ) | 0.3 | $1.1M | 26k | 41.96 | |
Roper Industries (ROP) | 0.3 | $1.1M | 1.9k | 560.72 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $1.1M | 1.1k | 970.47 | |
Mccormick & Co Com Non Vtg (MKC) | 0.3 | $1.1M | 14k | 76.81 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | 2.5k | 420.52 | |
American Tower Reit (AMT) | 0.3 | $993k | 5.0k | 197.58 | |
BlackRock (BLK) | 0.3 | $972k | 1.2k | 833.43 | |
Becton, Dickinson and (BDX) | 0.3 | $947k | 3.8k | 247.42 | |
Xylem (XYL) | 0.3 | $946k | 7.3k | 129.24 | |
Tetra Tech (TTEK) | 0.3 | $939k | 5.1k | 184.71 | |
UnitedHealth (UNH) | 0.3 | $931k | 1.9k | 494.64 | |
Air Products & Chemicals (APD) | 0.3 | $931k | 3.8k | 242.26 | |
Archer Daniels Midland Company (ADM) | 0.3 | $920k | 15k | 62.81 | |
Marvell Technology (MRVL) | 0.3 | $910k | 13k | 70.88 | |
Union Pacific Corporation (UNP) | 0.3 | $904k | 3.7k | 245.92 | |
Cisco Systems (CSCO) | 0.3 | $904k | 18k | 49.91 | |
Unilever Spon Adr New (UL) | 0.3 | $896k | 18k | 50.19 | |
Illinois Tool Works (ITW) | 0.2 | $895k | 3.3k | 268.33 | |
Danaher Corporation (DHR) | 0.2 | $878k | 3.5k | 249.75 | |
SYSCO Corporation (SYY) | 0.2 | $877k | 11k | 81.18 | |
Medtronic SHS (MDT) | 0.2 | $860k | 9.9k | 87.15 | |
Nasdaq Omx (NDAQ) | 0.2 | $847k | 13k | 63.10 | |
Walt Disney Company (DIS) | 0.2 | $846k | 6.9k | 122.35 | |
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $798k | 29k | 27.50 | |
NVIDIA Corporation (NVDA) | 0.2 | $794k | 879.00 | 903.57 | |
Nike CL B (NKE) | 0.2 | $762k | 8.1k | 93.98 | |
Norfolk Southern (NSC) | 0.2 | $760k | 3.0k | 254.90 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $752k | 21k | 35.91 | |
Nutrien (NTR) | 0.2 | $748k | 14k | 54.31 | |
Canadian Natl Ry (CNI) | 0.2 | $733k | 5.6k | 131.71 | |
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $725k | 22k | 32.52 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $714k | 2.5k | 288.09 | |
IDEX Corporation (IEX) | 0.2 | $696k | 2.9k | 244.02 | |
Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.2 | $691k | 31k | 21.97 | |
Consolidated Edison (ED) | 0.2 | $678k | 7.5k | 90.81 | |
Pfizer (PFE) | 0.2 | $674k | 24k | 27.75 | |
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $672k | 16k | 41.87 | |
Intel Corporation (INTC) | 0.2 | $670k | 15k | 44.17 | |
American States Water Company (AWR) | 0.2 | $640k | 8.9k | 72.24 | |
Nextera Energy (NEE) | 0.2 | $625k | 9.8k | 63.91 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $587k | 2.3k | 259.93 | |
Essential Utils (WTRG) | 0.2 | $557k | 15k | 37.05 | |
Avangrid (AGR) | 0.2 | $545k | 15k | 36.44 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $523k | 6.0k | 87.28 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $518k | 4.7k | 109.17 | |
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.1 | $474k | 7.2k | 65.63 | |
Portland Gen Elec Com New (POR) | 0.1 | $470k | 11k | 42.00 | |
Aptiv SHS (APTV) | 0.1 | $462k | 5.8k | 79.65 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $454k | 9.2k | 49.19 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $439k | 16k | 27.39 | |
Tidal Etf Tr Adasina Social (JSTC) | 0.1 | $436k | 25k | 17.73 | |
Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $435k | 6.4k | 67.75 | |
Vanguard World Mega Cap Index (MGC) | 0.1 | $431k | 2.3k | 186.83 | |
Amazon (AMZN) | 0.1 | $427k | 2.4k | 180.38 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $375k | 898.00 | 418.01 | |
Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $375k | 15k | 25.53 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $368k | 9.5k | 38.86 | |
Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $368k | 2.9k | 127.12 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $356k | 8.3k | 42.80 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $335k | 8.0k | 41.77 | |
BorgWarner (BWA) | 0.1 | $327k | 9.4k | 34.74 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $325k | 620.00 | 523.43 | |
Arcadium Lithium Com Shs (ALTM) | 0.1 | $321k | 75k | 4.31 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $265k | 504.00 | 525.22 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $257k | 462.00 | 556.87 | |
Solaredge Technologies (SEDG) | 0.1 | $242k | 3.4k | 70.98 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $234k | 2.5k | 92.74 | |
Wells Fargo & Company (WFC) | 0.1 | $225k | 3.9k | 57.96 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $223k | 1.1k | 200.30 | |
Vaneck Etf Trust Green Bond Etf (GRNB) | 0.1 | $207k | 8.7k | 23.73 | |
Bank of America Corporation (BAC) | 0.1 | $194k | 5.1k | 37.92 | |
Boeing Company (BA) | 0.1 | $191k | 989.00 | 192.99 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $166k | 635.00 | 260.65 | |
Lam Research Corporation (LRCX) | 0.0 | $159k | 164.00 | 971.57 | |
Procter & Gamble Company (PG) | 0.0 | $156k | 960.00 | 162.25 | |
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $146k | 3.6k | 40.27 | |
Advanced Micro Devices (AMD) | 0.0 | $144k | 798.00 | 180.49 | |
Lennar Corp Cl A (LEN) | 0.0 | $140k | 814.00 | 171.90 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $137k | 2.8k | 49.24 | |
Netflix (NFLX) | 0.0 | $137k | 226.00 | 607.33 | |
Meta Platforms Cl A (META) | 0.0 | $135k | 277.00 | 486.06 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $134k | 302.00 | 444.38 | |
American Express Company (AXP) | 0.0 | $130k | 572.00 | 227.53 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $127k | 1.8k | 72.64 | |
United Parcel Service CL B (UPS) | 0.0 | $125k | 844.00 | 148.63 | |
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $125k | 1.9k | 67.39 | |
Johnson & Johnson (JNJ) | 0.0 | $125k | 789.00 | 158.14 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $121k | 4.3k | 28.40 | |
Ishares Gold Tr Ishares New (IAU) | 0.0 | $115k | 2.7k | 42.01 | |
Mastercard Incorporated Cl A (MA) | 0.0 | $114k | 236.00 | 482.21 | |
Raytheon Technologies Corp (RTX) | 0.0 | $113k | 1.2k | 97.52 | |
Honeywell International (HON) | 0.0 | $111k | 541.00 | 205.31 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $110k | 1.8k | 60.30 | |
Coca-Cola Company (KO) | 0.0 | $110k | 1.8k | 61.20 | |
Martin Marietta Materials (MLM) | 0.0 | $106k | 172.00 | 615.60 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $103k | 1.6k | 65.32 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $103k | 573.00 | 179.03 | |
Eli Lilly & Co. (LLY) | 0.0 | $101k | 130.00 | 777.96 | |
Automatic Data Processing (ADP) | 0.0 | $99k | 395.00 | 249.74 | |
Servicenow (NOW) | 0.0 | $98k | 129.00 | 762.40 | |
Shell Spon Ads (SHEL) | 0.0 | $98k | 1.5k | 67.05 | |
Texas Instruments Incorporated (TXN) | 0.0 | $97k | 559.00 | 174.21 | |
Pepsi (PEP) | 0.0 | $96k | 550.00 | 175.01 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $95k | 2.0k | 47.01 | |
McDonald's Corporation (MCD) | 0.0 | $89k | 314.00 | 281.95 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $87k | 415.00 | 210.44 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $86k | 568.00 | 150.93 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $83k | 1.4k | 58.54 | |
Coastal Finl Corp Wa Com New (CCB) | 0.0 | $80k | 2.1k | 38.87 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $79k | 890.00 | 88.68 | |
Micron Technology (MU) | 0.0 | $77k | 654.00 | 117.87 | |
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $75k | 3.5k | 21.24 | |
Wec Energy Group (WEC) | 0.0 | $74k | 902.00 | 82.12 | |
Fortinet (FTNT) | 0.0 | $73k | 1.1k | 68.31 | |
Logitech Intl S A SHS (LOGI) | 0.0 | $67k | 744.00 | 89.37 | |
F5 Networks (FFIV) | 0.0 | $66k | 350.00 | 189.59 | |
Docusign (DOCU) | 0.0 | $65k | 1.1k | 59.55 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $64k | 1.2k | 51.60 | |
Atlassian Corporation Cl A (TEAM) | 0.0 | $64k | 328.00 | 195.11 | |
D.R. Horton (DHI) | 0.0 | $63k | 385.00 | 164.42 | |
Broadcom (AVGO) | 0.0 | $61k | 46.00 | 1325.41 | |
First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $61k | 595.00 | 102.19 | |
Deere & Company (DE) | 0.0 | $58k | 141.00 | 410.74 | |
Tesla Motors (TSLA) | 0.0 | $57k | 323.00 | 175.79 | |
Fidelity Covington Trust Clean Energy Etf (FRNW) | 0.0 | $56k | 3.7k | 14.93 | |
Caterpillar (CAT) | 0.0 | $56k | 152.00 | 366.43 | |
Riverview Ban (RVSB) | 0.0 | $56k | 12k | 4.72 | |
Oracle Corporation (ORCL) | 0.0 | $53k | 421.00 | 125.61 | |
Starbucks Corporation (SBUX) | 0.0 | $49k | 536.00 | 91.39 | |
NetApp (NTAP) | 0.0 | $48k | 459.00 | 105.01 | |
Phinia Common Stock (PHIN) | 0.0 | $48k | 1.3k | 38.45 | |
Paypal Holdings (PYPL) | 0.0 | $48k | 713.00 | 66.99 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $47k | 632.00 | 74.22 | |
Digital Realty Trust (DLR) | 0.0 | $47k | 323.00 | 144.04 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $45k | 698.00 | 65.01 | |
Abbvie (ABBV) | 0.0 | $44k | 244.00 | 182.10 | |
NVR (NVR) | 0.0 | $41k | 5.00 | 8100.00 | |
Pioneer Natural Resources | 0.0 | $39k | 150.00 | 262.50 | |
Palo Alto Networks (PANW) | 0.0 | $39k | 137.00 | 284.13 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $39k | 460.00 | 84.44 | |
Fmc Corp Com New (FMC) | 0.0 | $38k | 591.00 | 63.70 | |
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $37k | 691.00 | 53.46 | |
Prologis (PLD) | 0.0 | $36k | 274.00 | 130.22 | |
W.W. Grainger (GWW) | 0.0 | $36k | 35.00 | 1017.31 | |
Vanguard Index Fds Value Etf (VTV) | 0.0 | $35k | 217.00 | 162.86 | |
ON Semiconductor (ON) | 0.0 | $35k | 480.00 | 73.55 | |
Exxon Mobil Corporation (XOM) | 0.0 | $34k | 294.00 | 116.24 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $32k | 294.00 | 107.41 | |
Uber Technologies (UBER) | 0.0 | $30k | 393.00 | 76.99 | |
T Rowe Price Etf Price Div Grwt (TDVG) | 0.0 | $30k | 795.00 | 38.00 | |
Linde SHS (LIN) | 0.0 | $30k | 65.00 | 464.32 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $30k | 585.00 | 50.45 | |
TJX Companies (TJX) | 0.0 | $29k | 290.00 | 101.42 | |
Columbia Banking System (COLB) | 0.0 | $29k | 1.5k | 19.35 | |
Moderna (MRNA) | 0.0 | $28k | 266.00 | 106.56 | |
CarMax (KMX) | 0.0 | $28k | 325.00 | 87.11 | |
First Solar (FSLR) | 0.0 | $28k | 167.00 | 168.80 | |
At&t (T) | 0.0 | $28k | 1.6k | 17.60 | |
Dover Corporation (DOV) | 0.0 | $28k | 157.00 | 177.19 | |
Proshares Tr Large Cap Cre (CSM) | 0.0 | $28k | 456.00 | 60.71 | |
Bristol Myers Squibb (BMY) | 0.0 | $27k | 500.00 | 54.23 | |
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $27k | 371.00 | 73.04 | |
Northwest Natural Holdin (NWN) | 0.0 | $27k | 728.00 | 37.22 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $27k | 275.00 | 97.94 | |
Lowe's Companies (LOW) | 0.0 | $27k | 105.00 | 254.73 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $27k | 242.00 | 110.52 | |
Highwoods Properties (HIW) | 0.0 | $26k | 1.0k | 26.18 | |
Genuine Parts Company (GPC) | 0.0 | $26k | 168.00 | 155.04 | |
Duke Energy Corp Com New (DUK) | 0.0 | $26k | 269.00 | 96.71 | |
Principal Financial (PFG) | 0.0 | $26k | 295.00 | 86.31 | |
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.0 | $25k | 895.00 | 27.94 | |
Lockheed Martin Corporation (LMT) | 0.0 | $25k | 54.00 | 454.87 | |
Albemarle Corporation (ALB) | 0.0 | $24k | 182.00 | 131.40 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $23k | 333.00 | 70.00 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $23k | 100.00 | 228.59 | |
American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $23k | 346.00 | 65.86 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $22k | 119.00 | 186.82 | |
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $22k | 250.00 | 86.67 | |
Barrick Gold Corp (GOLD) | 0.0 | $21k | 1.3k | 16.64 | |
S&p Global (SPGI) | 0.0 | $21k | 49.00 | 425.47 | |
Expedia Group Com New (EXPE) | 0.0 | $21k | 150.00 | 137.75 | |
Boston Properties (BXP) | 0.0 | $20k | 301.00 | 65.31 | |
Intuitive Surgical Com New (ISRG) | 0.0 | $19k | 48.00 | 399.10 | |
Monster Beverage Corp (MNST) | 0.0 | $19k | 312.00 | 59.28 | |
Peakstone Realty Trust Common Shares (PKST) | 0.0 | $18k | 1.1k | 16.13 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $18k | 372.00 | 47.44 | |
Ishares Tr Mbs Etf (MBB) | 0.0 | $18k | 189.00 | 92.42 | |
Stryker Corporation (SYK) | 0.0 | $17k | 48.00 | 357.88 | |
Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $17k | 159.00 | 105.27 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $17k | 151.00 | 110.40 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $16k | 398.00 | 40.93 | |
Marsh & McLennan Companies (MMC) | 0.0 | $16k | 79.00 | 205.99 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $16k | 408.00 | 39.02 | |
American Water Works (AWK) | 0.0 | $15k | 124.00 | 122.22 | |
Dex (DXCM) | 0.0 | $15k | 108.00 | 138.70 | |
Zoetis Cl A (ZTS) | 0.0 | $15k | 88.00 | 169.22 | |
Alcon Ord Shs (ALC) | 0.0 | $14k | 169.00 | 83.30 | |
Intuit (INTU) | 0.0 | $14k | 21.00 | 650.00 | |
Hannon Armstrong (HASI) | 0.0 | $14k | 480.00 | 28.40 | |
Workday Cl A (WDAY) | 0.0 | $13k | 49.00 | 272.76 | |
Equinix (EQIX) | 0.0 | $13k | 16.00 | 825.38 | |
CMS Energy Corporation (CMS) | 0.0 | $13k | 218.00 | 60.34 | |
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $13k | 286.00 | 44.49 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $12k | 220.00 | 56.59 | |
Vanguard World Financials Etf (VFH) | 0.0 | $12k | 120.00 | 102.39 | |
Progressive Corporation (PGR) | 0.0 | $12k | 59.00 | 206.83 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $12k | 157.00 | 76.68 | |
Intellia Therapeutics (NTLA) | 0.0 | $12k | 418.00 | 27.51 | |
Aptar (ATR) | 0.0 | $11k | 77.00 | 143.90 | |
Us Bancorp Del Com New (USB) | 0.0 | $11k | 247.00 | 44.70 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $10k | 179.00 | 58.07 | |
CBOE Holdings (CBOE) | 0.0 | $10k | 56.00 | 183.73 | |
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $10k | 285.00 | 35.42 | |
Electronic Arts (EA) | 0.0 | $10k | 75.00 | 132.68 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $9.8k | 75.00 | 130.40 | |
T. Rowe Price (TROW) | 0.0 | $9.1k | 75.00 | 121.92 | |
Lancaster Colony (LANC) | 0.0 | $9.1k | 44.00 | 207.64 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $9.1k | 146.00 | 62.06 | |
Charles Schwab Corporation (SCHW) | 0.0 | $9.0k | 125.00 | 72.34 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $8.8k | 57.00 | 154.16 | |
J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $8.7k | 124.00 | 70.22 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $8.6k | 100.00 | 86.48 | |
Emerson Electric (EMR) | 0.0 | $8.5k | 75.00 | 113.43 | |
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $8.5k | 296.00 | 28.68 | |
Hershey Company (HSY) | 0.0 | $7.8k | 40.00 | 194.50 | |
Sonoco Products Company (SON) | 0.0 | $7.7k | 133.00 | 57.84 | |
Verisign (VRSN) | 0.0 | $7.6k | 40.00 | 189.53 | |
CVS Caremark Corporation (CVS) | 0.0 | $7.6k | 95.00 | 79.77 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $7.6k | 166.00 | 45.61 | |
Cadence Design Systems (CDNS) | 0.0 | $7.5k | 24.00 | 311.29 | |
Dolby Laboratories Com Cl A (DLB) | 0.0 | $7.5k | 89.00 | 83.78 | |
Snap-on Incorporated (SNA) | 0.0 | $7.4k | 25.00 | 296.24 | |
Sempra Energy (SRE) | 0.0 | $7.3k | 102.00 | 71.83 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $7.3k | 146.00 | 50.08 | |
General Dynamics Corporation (GD) | 0.0 | $7.1k | 25.00 | 282.52 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $6.8k | 72.00 | 94.62 | |
Bj's Wholesale Club Holdings (BJ) | 0.0 | $6.7k | 89.00 | 75.65 | |
Abbott Laboratories (ABT) | 0.0 | $6.7k | 59.00 | 113.66 | |
Tri-Continental Corporation (TY) | 0.0 | $6.5k | 211.00 | 30.80 | |
Ishares Tr Core Total Usd (IUSB) | 0.0 | $6.5k | 142.00 | 45.59 | |
Cdw (CDW) | 0.0 | $6.4k | 25.00 | 255.80 | |
Aon Shs Cl A (AON) | 0.0 | $6.3k | 19.00 | 333.74 | |
AFLAC Incorporated (AFL) | 0.0 | $6.3k | 73.00 | 85.86 | |
Amgen (AMGN) | 0.0 | $6.3k | 22.00 | 284.36 | |
Smucker J M Com New (SJM) | 0.0 | $6.2k | 49.00 | 125.88 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $5.6k | 62.00 | 90.92 | |
Colgate-Palmolive Company (CL) | 0.0 | $5.4k | 60.00 | 90.05 | |
Akamai Technologies (AKAM) | 0.0 | $5.2k | 48.00 | 108.77 | |
Interpublic Group of Companies (IPG) | 0.0 | $5.1k | 156.00 | 32.63 | |
Dare Bioscience | 0.0 | $4.9k | 10k | 0.49 | |
Neurocrine Biosciences (NBIX) | 0.0 | $4.7k | 34.00 | 137.94 | |
Avnet (AVT) | 0.0 | $4.7k | 94.00 | 49.59 | |
Reinsurance Grp Of America I Com New (RGA) | 0.0 | $4.6k | 24.00 | 192.92 | |
Ptc (PTC) | 0.0 | $4.5k | 24.00 | 188.96 | |
Eversource Energy (ES) | 0.0 | $4.5k | 75.00 | 59.77 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $4.4k | 24.00 | 183.42 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $4.4k | 101.00 | 43.36 | |
Alaska Air (ALK) | 0.0 | $4.3k | 100.00 | 42.99 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $4.3k | 26.00 | 164.38 | |
Msc Indl Direct Cl A (MSM) | 0.0 | $4.3k | 44.00 | 97.05 | |
Chevron Corporation (CVX) | 0.0 | $4.3k | 27.00 | 157.74 | |
New York Times Cl A (NYT) | 0.0 | $4.2k | 98.00 | 43.22 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $4.2k | 18.00 | 231.72 | |
Ansys (ANSS) | 0.0 | $4.2k | 12.00 | 347.17 | |
Philip Morris International (PM) | 0.0 | $4.1k | 44.00 | 92.93 | |
Fidelity National Information Services (FIS) | 0.0 | $4.0k | 54.00 | 74.19 | |
Grocery Outlet Hldg Corp (GO) | 0.0 | $3.9k | 136.00 | 28.79 | |
Broadridge Financial Solutions (BR) | 0.0 | $3.9k | 19.00 | 204.89 | |
Truist Financial Corp equities (TFC) | 0.0 | $3.8k | 97.00 | 38.99 | |
Cooper Cos (COO) | 0.0 | $3.8k | 37.00 | 101.49 | |
Omni (OMC) | 0.0 | $3.6k | 37.00 | 97.49 | |
West Pharmaceutical Services (WST) | 0.0 | $3.6k | 9.00 | 395.78 | |
Kinder Morgan (KMI) | 0.0 | $3.5k | 190.00 | 18.34 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $3.4k | 63.00 | 54.41 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.4k | 386.00 | 8.73 | |
Axalta Coating Sys (AXTA) | 0.0 | $3.3k | 97.00 | 34.39 | |
Morgan Stanley Com New (MS) | 0.0 | $3.3k | 35.00 | 94.17 | |
Ss&c Technologies Holding (SSNC) | 0.0 | $3.3k | 51.00 | 64.37 | |
Prestige Brands Holdings (PBH) | 0.0 | $3.1k | 43.00 | 72.58 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $3.1k | 43.00 | 72.35 | |
Sea Sponsord Ads (SE) | 0.0 | $3.1k | 57.00 | 53.72 | |
Diageo Spon Adr New (DEO) | 0.0 | $3.0k | 20.00 | 150.40 | |
Gra (GGG) | 0.0 | $3.0k | 32.00 | 93.47 | |
Lennox International (LII) | 0.0 | $2.9k | 6.00 | 488.83 | |
Msa Safety Inc equity (MSA) | 0.0 | $2.9k | 15.00 | 193.60 | |
Public Storage (PSA) | 0.0 | $2.9k | 10.00 | 290.10 | |
Wal-Mart Stores (WMT) | 0.0 | $2.9k | 48.00 | 60.40 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $2.9k | 14.00 | 205.79 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $2.9k | 32.00 | 89.69 | |
Rambus (RMBS) | 0.0 | $2.8k | 46.00 | 61.83 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $2.7k | 57.00 | 47.89 | |
SJW (SJW) | 0.0 | $2.7k | 48.00 | 56.60 | |
Royalty Pharma Shs Class A (RPRX) | 0.0 | $2.6k | 87.00 | 30.38 | |
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $2.6k | 53.00 | 49.06 | |
Cirrus Logic (CRUS) | 0.0 | $2.6k | 28.00 | 92.57 | |
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $2.5k | 104.00 | 24.52 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $2.5k | 29.00 | 87.34 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.5k | 22.00 | 115.14 | |
Altria (MO) | 0.0 | $2.5k | 57.00 | 43.63 | |
Pool Corporation (POOL) | 0.0 | $2.4k | 6.00 | 403.50 | |
FormFactor (FORM) | 0.0 | $2.4k | 53.00 | 45.64 | |
Insight Enterprises (NSIT) | 0.0 | $2.4k | 13.00 | 185.54 | |
Gartner (IT) | 0.0 | $2.4k | 5.00 | 476.80 | |
Autodesk (ADSK) | 0.0 | $2.3k | 9.00 | 260.44 | |
Pure Storage Cl A (PSTG) | 0.0 | $2.3k | 44.00 | 52.00 | |
Exelixis (EXEL) | 0.0 | $2.3k | 95.00 | 23.74 | |
Manhattan Associates (MANH) | 0.0 | $2.3k | 9.00 | 250.33 | |
Olin Corp Com Par $1 (OLN) | 0.0 | $2.2k | 38.00 | 58.82 | |
Topbuild (BLD) | 0.0 | $2.2k | 5.00 | 440.80 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $2.2k | 200.00 | 10.95 | |
Trinet (TNET) | 0.0 | $2.1k | 16.00 | 132.50 | |
International Business Machines (IBM) | 0.0 | $2.1k | 11.00 | 191.00 | |
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.1k | 103.00 | 20.30 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.1k | 14.00 | 147.79 | |
Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $2.0k | 57.00 | 35.81 | |
IPG Photonics Corporation (IPGP) | 0.0 | $2.0k | 22.00 | 90.73 | |
Constellation Brands Cl A (STZ) | 0.0 | $1.9k | 7.00 | 271.86 | |
Amkor Technology (AMKR) | 0.0 | $1.9k | 59.00 | 32.25 | |
Robert Half International (RHI) | 0.0 | $1.8k | 23.00 | 79.30 | |
Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.8k | 129.00 | 14.11 | |
Kenvue (KVUE) | 0.0 | $1.8k | 83.00 | 21.47 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.8k | 7.00 | 250.14 | |
PPG Industries (PPG) | 0.0 | $1.7k | 12.00 | 144.92 | |
Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $1.7k | 53.00 | 31.17 | |
Option Care Health Com New (OPCH) | 0.0 | $1.6k | 49.00 | 33.55 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.6k | 100.00 | 16.34 | |
Ishares Tr TRS FLT RT BD (TFLO) | 0.0 | $1.6k | 32.00 | 50.72 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $1.6k | 12.00 | 135.08 | |
Bce Com New (BCE) | 0.0 | $1.6k | 46.00 | 34.72 | |
Citizens Financial (CFG) | 0.0 | $1.6k | 44.00 | 36.30 | |
Sirius Xm Holdings (SIRI) | 0.0 | $1.6k | 401.00 | 3.88 | |
Lumen Technologies (LUMN) | 0.0 | $1.5k | 978.00 | 1.56 | |
Boyd Gaming Corporation (BYD) | 0.0 | $1.4k | 21.00 | 67.33 | |
Brightspire Capital Com Cl A (BRSP) | 0.0 | $1.3k | 182.00 | 7.09 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $1.3k | 14.00 | 91.86 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $1.3k | 29.00 | 43.38 | |
Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $1.3k | 61.00 | 20.51 | |
Unity Software (U) | 0.0 | $1.2k | 46.00 | 26.72 | |
Selective Insurance (SIGI) | 0.0 | $1.2k | 11.00 | 109.18 | |
Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $1.2k | 23.00 | 51.13 | |
Fastenal Company (FAST) | 0.0 | $1.2k | 15.00 | 77.20 | |
Axcelis Technologies Com New (ACLS) | 0.0 | $1.1k | 10.00 | 111.60 | |
Waters Corporation (WAT) | 0.0 | $1.0k | 3.00 | 344.33 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $981.000000 | 9.00 | 109.00 | |
Alexandria Real Estate Equities (ARE) | 0.0 | $911.999900 | 7.00 | 130.29 | |
Vertiv Holdings Com Cl A (VRT) | 0.0 | $899.000300 | 11.00 | 81.73 | |
Watsco, Incorporated (WSO) | 0.0 | $864.000000 | 2.00 | 432.00 | |
Cable One (CABO) | 0.0 | $847.000000 | 2.00 | 423.50 | |
General Mills (GIS) | 0.0 | $840.000000 | 12.00 | 70.00 | |
Hain Celestial (HAIN) | 0.0 | $826.003500 | 105.00 | 7.87 | |
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $817.999700 | 7.00 | 116.86 | |
Core & Main Cl A (CNM) | 0.0 | $801.999800 | 14.00 | 57.29 | |
Sarepta Therapeutics (SRPT) | 0.0 | $777.000000 | 6.00 | 129.50 | |
Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.0 | $775.999900 | 89.00 | 8.72 | |
Huron Consulting (HURN) | 0.0 | $773.000000 | 8.00 | 96.62 | |
Ishares Tr Broad Usd High (USHY) | 0.0 | $768.999000 | 21.00 | 36.62 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $753.000300 | 9.00 | 83.67 | |
Crown Castle Intl (CCI) | 0.0 | $740.999700 | 7.00 | 105.86 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $717.000500 | 17.00 | 42.18 | |
Frontdoor (FTDR) | 0.0 | $716.999800 | 22.00 | 32.59 | |
Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $642.999600 | 18.00 | 35.72 | |
Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $585.000900 | 27.00 | 21.67 | |
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $576.000000 | 20.00 | 28.80 | |
Power Integrations (POWI) | 0.0 | $573.000000 | 8.00 | 71.62 | |
Ishares Tr Us Infrastruc (IFRA) | 0.0 | $521.000400 | 12.00 | 43.42 | |
Ishares Msci Emrg Chn (EMXC) | 0.0 | $519.000300 | 9.00 | 57.67 | |
Visteon Corp Com New (VC) | 0.0 | $471.000000 | 4.00 | 117.75 | |
Ishares Tr Global Energ Etf (IXC) | 0.0 | $430.000000 | 10.00 | 43.00 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $357.000000 | 6.00 | 59.50 | |
Qualys (QLYS) | 0.0 | $334.000000 | 2.00 | 167.00 | |
EnerSys (ENS) | 0.0 | $284.000100 | 3.00 | 94.67 | |
Brown & Brown (BRO) | 0.0 | $263.000100 | 3.00 | 87.67 | |
Nikola Corp | 0.0 | $208.000000 | 200.00 | 1.04 | |
Extreme Networks (EXTR) | 0.0 | $185.000000 | 16.00 | 11.56 | |
Innoviva (INVA) | 0.0 | $153.000000 | 10.00 | 15.30 | |
Steelcase Cl A (SCS) | 0.0 | $131.000000 | 10.00 | 13.10 |