First Pacific Financial as of Dec. 31, 2024
Portfolio Holdings for First Pacific Financial
First Pacific Financial holds 400 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.5 | $41M | 99k | 410.44 | |
| Ishares Tr S&p 100 Etf (OEF) | 7.3 | $32M | 109k | 288.85 | |
| Dimensional Etf Trust World Equity Etf (DFAW) | 7.1 | $31M | 489k | 62.46 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 6.5 | $28M | 350k | 80.20 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 5.7 | $24M | 818k | 29.70 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.4 | $23M | 288k | 80.27 | |
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 5.1 | $22M | 1.0M | 21.78 | |
| Spdr Index Shs Fds Asia Pacif Etf (GMF) | 4.3 | $19M | 160k | 115.56 | |
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 3.1 | $13M | 1.3M | 10.12 | |
| Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC) | 2.4 | $11M | 176k | 59.41 | |
| Matthews Intl Fds Emerging Markets (EMSF) | 2.4 | $10M | 418k | 24.23 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 2.3 | $10M | 238k | 41.88 | |
| Microsoft Corporation (MSFT) | 2.1 | $8.9M | 21k | 421.49 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 2.1 | $8.9M | 206k | 42.97 | |
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 1.9 | $8.2M | 332k | 24.65 | |
| Costco Wholesale Corporation (COST) | 1.1 | $4.7M | 5.1k | 916.28 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $3.8M | 76k | 50.37 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.9 | $3.8M | 39k | 96.83 | |
| J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) | 0.9 | $3.8M | 81k | 46.81 | |
| Apple (AAPL) | 0.8 | $3.5M | 14k | 250.43 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $3.4M | 147k | 22.98 | |
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.7 | $3.1M | 128k | 24.55 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $2.9M | 5.3k | 538.78 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.7 | $2.9M | 86k | 33.21 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $2.7M | 21k | 129.34 | |
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.6 | $2.4M | 20k | 121.59 | |
| salesforce (CRM) | 0.5 | $2.3M | 6.7k | 334.34 | |
| NVIDIA Corporation (NVDA) | 0.5 | $2.1M | 16k | 134.29 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $2.1M | 42k | 50.13 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.4 | $1.9M | 30k | 64.62 | |
| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.4 | $1.8M | 31k | 59.74 | |
| Goldman Sachs (GS) | 0.4 | $1.8M | 3.1k | 572.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | 8.6k | 190.43 | |
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.6M | 9.3k | 172.41 | |
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $1.6M | 45k | 35.26 | |
| Garmin SHS (GRMN) | 0.4 | $1.6M | 7.6k | 206.26 | |
| Eaton Corp SHS (ETN) | 0.4 | $1.5M | 4.6k | 331.87 | |
| Waste Management (WM) | 0.3 | $1.5M | 7.4k | 201.80 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.4M | 6.1k | 232.52 | |
| Marvell Technology (MRVL) | 0.3 | $1.4M | 13k | 110.45 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.4M | 4.1k | 342.16 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.4M | 3.9k | 351.79 | |
| Cummins (CMI) | 0.3 | $1.4M | 3.9k | 348.58 | |
| Ecolab (ECL) | 0.3 | $1.4M | 5.9k | 234.32 | |
| Visa Com Cl A (V) | 0.3 | $1.3M | 4.2k | 316.01 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $1.3M | 2.1k | 635.91 | |
| Home Depot (HD) | 0.3 | $1.3M | 3.3k | 388.95 | |
| Blackrock (BLK) | 0.3 | $1.3M | 1.2k | 1024.91 | |
| Analog Devices (ADI) | 0.3 | $1.2M | 5.8k | 212.46 | |
| Air Products & Chemicals (APD) | 0.3 | $1.2M | 4.1k | 290.01 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $1.2M | 2.3k | 520.17 | |
| Church & Dwight (CHD) | 0.3 | $1.2M | 11k | 104.71 | |
| Lululemon Athletica (LULU) | 0.3 | $1.2M | 3.1k | 382.41 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.2M | 2.7k | 444.68 | |
| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.3 | $1.2M | 23k | 50.70 | |
| Sherwin-Williams Company (SHW) | 0.3 | $1.2M | 3.5k | 339.95 | |
| Nasdaq Omx (NDAQ) | 0.2 | $1.1M | 14k | 77.31 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.1M | 14k | 76.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 3.6k | 289.83 | |
| Target Corporation (TGT) | 0.2 | $1.0M | 7.7k | 135.18 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.0M | 38k | 27.71 | |
| Roper Industries (ROP) | 0.2 | $1.0M | 2.0k | 519.87 | |
| UnitedHealth (UNH) | 0.2 | $1.0M | 2.0k | 505.80 | |
| Merck & Co (MRK) | 0.2 | $1.0M | 10k | 99.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.0M | 2.2k | 453.28 | |
| Becton, Dickinson and (BDX) | 0.2 | $1.0M | 4.4k | 226.86 | |
| Snowflake Cl A (SNOW) | 0.2 | $1.0M | 6.5k | 154.41 | |
| Advanced Micro Devices (AMD) | 0.2 | $990k | 8.2k | 120.79 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $977k | 4.9k | 197.49 | |
| Tetra Tech (TTEK) | 0.2 | $977k | 25k | 39.84 | |
| Unilever Spon Adr New (UL) | 0.2 | $964k | 17k | 56.70 | |
| Trane Technologies SHS (TT) | 0.2 | $958k | 2.6k | 369.35 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $942k | 16k | 57.45 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $940k | 3.9k | 242.13 | |
| American Tower Reit (AMT) | 0.2 | $895k | 4.9k | 183.42 | |
| Illinois Tool Works (ITW) | 0.2 | $895k | 3.5k | 253.58 | |
| Danaher Corporation (DHR) | 0.2 | $886k | 3.9k | 229.57 | |
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $881k | 8.0k | 110.25 | |
| Union Pacific Corporation (UNP) | 0.2 | $872k | 3.8k | 228.04 | |
| Pfizer (PFE) | 0.2 | $871k | 33k | 26.53 | |
| Xylem (XYL) | 0.2 | $868k | 7.5k | 116.02 | |
| Walt Disney Company (DIS) | 0.2 | $858k | 7.7k | 111.35 | |
| SYSCO Corporation (SYY) | 0.2 | $820k | 11k | 76.46 | |
| Amazon (AMZN) | 0.2 | $816k | 3.7k | 219.39 | |
| Medtronic SHS (MDT) | 0.2 | $799k | 10k | 79.88 | |
| Tidal Etf Tr Adasina Social (JSTC) | 0.2 | $790k | 43k | 18.36 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $746k | 1.1k | 693.08 | |
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.2 | $735k | 25k | 29.02 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $732k | 3.1k | 239.71 | |
| Nextera Energy (NEE) | 0.2 | $726k | 10k | 71.69 | |
| Hubbell (HUBB) | 0.2 | $709k | 1.7k | 418.89 | |
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.2 | $705k | 9.6k | 73.34 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $695k | 1.7k | 402.70 | |
| Matthews Intl Fds Pacific Tiger Ac (ASIA) | 0.2 | $691k | 26k | 26.16 | |
| American States Water Company (AWR) | 0.2 | $690k | 8.9k | 77.72 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $640k | 23k | 28.15 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $633k | 18k | 34.67 | |
| Essential Utils (WTRG) | 0.1 | $613k | 17k | 36.32 | |
| Nike CL B (NKE) | 0.1 | $613k | 8.1k | 75.67 | |
| Canadian Natl Ry (CNI) | 0.1 | $612k | 6.0k | 101.51 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $576k | 4.2k | 137.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $538k | 2.8k | 189.30 | |
| Portland Gen Elec Com New (POR) | 0.1 | $533k | 12k | 43.62 | |
| Caterpillar (CAT) | 0.1 | $509k | 1.4k | 362.76 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $499k | 5.7k | 86.89 | |
| Rivian Automotive Com Cl A (RIVN) | 0.1 | $495k | 37k | 13.30 | |
| Vanguard World Mega Cap Index (MGC) | 0.1 | $491k | 2.3k | 212.62 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $470k | 9.6k | 49.05 | |
| Deere & Company (DE) | 0.1 | $447k | 1.1k | 423.70 | |
| Aptiv Com Shs (APTV) | 0.1 | $439k | 7.3k | 60.48 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $405k | 5.6k | 71.91 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $389k | 8.1k | 48.15 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $377k | 9.6k | 39.37 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 0.1 | $370k | 2.6k | 144.72 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $368k | 626.00 | 588.22 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $348k | 13k | 27.87 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $343k | 999.00 | 343.25 | |
| BorgWarner (BWA) | 0.1 | $333k | 11k | 31.79 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $330k | 6.9k | 47.82 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $324k | 7.7k | 42.05 | |
| Boeing Company (BA) | 0.1 | $297k | 1.7k | 177.00 | |
| Lowe's Companies (LOW) | 0.1 | $273k | 1.1k | 246.80 | |
| Wells Fargo & Company (WFC) | 0.1 | $273k | 3.9k | 70.24 | |
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $270k | 3.7k | 72.19 | |
| Tesla Motors (TSLA) | 0.1 | $269k | 667.00 | 403.84 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $254k | 446.00 | 569.91 | |
| Vaneck Etf Trust Green Bond Etf (GRNB) | 0.1 | $247k | 10k | 23.70 | |
| Bank of America Corporation (BAC) | 0.1 | $239k | 5.4k | 43.95 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $229k | 3.3k | 68.68 | |
| Emerson Electric (EMR) | 0.1 | $228k | 1.8k | 123.93 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $212k | 1.3k | 169.31 | |
| Netflix (NFLX) | 0.0 | $201k | 226.00 | 891.32 | |
| Cisco Systems (CSCO) | 0.0 | $201k | 3.4k | 59.20 | |
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $200k | 7.8k | 25.54 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $200k | 8.1k | 24.70 | |
| Johnson & Johnson (JNJ) | 0.0 | $192k | 1.3k | 144.59 | |
| TJX Companies (TJX) | 0.0 | $180k | 1.5k | 120.81 | |
| Lineage (LINE) | 0.0 | $179k | 3.1k | 58.57 | |
| Colgate-Palmolive Company (CL) | 0.0 | $178k | 2.0k | 90.91 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $175k | 624.00 | 280.00 | |
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $173k | 1.7k | 103.04 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $169k | 704.00 | 240.31 | |
| American Express Company (AXP) | 0.0 | $169k | 569.00 | 296.94 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $166k | 516.00 | 322.18 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $166k | 2.5k | 65.79 | |
| Meta Platforms Cl A (META) | 0.0 | $163k | 278.00 | 585.56 | |
| Applied Materials (AMAT) | 0.0 | $163k | 1.0k | 162.63 | |
| Procter & Gamble Company (PG) | 0.0 | $158k | 943.00 | 167.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $155k | 303.00 | 510.68 | |
| Oracle Corporation (ORCL) | 0.0 | $150k | 901.00 | 166.64 | |
| Servicenow (NOW) | 0.0 | $148k | 140.00 | 1060.12 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $142k | 5.5k | 25.86 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $140k | 3.7k | 37.46 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $136k | 616.00 | 220.92 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $133k | 2.7k | 49.51 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $130k | 1.1k | 115.77 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $125k | 1.6k | 78.93 | |
| Honeywell International (HON) | 0.0 | $124k | 550.00 | 225.73 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $124k | 235.00 | 527.06 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $123k | 4.4k | 27.94 | |
| Shell Spon Ads (SHEL) | 0.0 | $120k | 1.9k | 62.64 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $119k | 1.6k | 72.23 | |
| Broadcom (AVGO) | 0.0 | $116k | 500.00 | 231.84 | |
| Automatic Data Processing (ADP) | 0.0 | $115k | 393.00 | 292.73 | |
| Eli Lilly & Co. (LLY) | 0.0 | $114k | 147.00 | 772.34 | |
| Lennar Corp Cl A (LEN) | 0.0 | $112k | 821.00 | 136.36 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $111k | 4.7k | 23.68 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $109k | 1.8k | 58.92 | |
| Coca-Cola Company (KO) | 0.0 | $108k | 1.7k | 62.26 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $108k | 581.00 | 185.21 | |
| Coastal Finl Corp Wa Com New (CCB) | 0.0 | $106k | 1.2k | 84.91 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $105k | 1.8k | 57.99 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $102k | 2.3k | 44.04 | |
| Fortinet (FTNT) | 0.0 | $101k | 1.1k | 94.48 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $101k | 536.00 | 187.51 | |
| Docusign (DOCU) | 0.0 | $98k | 1.1k | 89.94 | |
| International Business Machines (IBM) | 0.0 | $97k | 440.00 | 219.83 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $95k | 1.1k | 88.79 | |
| Martin Marietta Materials (MLM) | 0.0 | $90k | 173.00 | 517.15 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $88k | 1.5k | 58.52 | |
| McDonald's Corporation (MCD) | 0.0 | $87k | 300.00 | 289.89 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $86k | 320.00 | 269.70 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $86k | 415.00 | 206.92 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $85k | 3.4k | 25.05 | |
| Wec Energy Group (WEC) | 0.0 | $85k | 902.00 | 94.04 | |
| Waters Corporation (WAT) | 0.0 | $85k | 228.00 | 370.98 | |
| Pepsi (PEP) | 0.0 | $84k | 550.00 | 152.06 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $83k | 2.2k | 38.08 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $80k | 328.00 | 243.38 | |
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.0 | $75k | 1.4k | 53.27 | |
| Verizon Communications (VZ) | 0.0 | $74k | 1.9k | 39.99 | |
| United Parcel Service CL B (UPS) | 0.0 | $74k | 585.00 | 126.04 | |
| Riverview Ban (RVSB) | 0.0 | $68k | 12k | 5.74 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $62k | 574.00 | 107.57 | |
| Logitech Intl S A SHS (LOGI) | 0.0 | $61k | 744.00 | 82.35 | |
| Paypal Holdings (PYPL) | 0.0 | $61k | 713.00 | 85.35 | |
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $61k | 593.00 | 102.10 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $57k | 813.00 | 70.28 | |
| Micron Technology (MU) | 0.0 | $55k | 656.00 | 84.14 | |
| Starbucks Corporation (SBUX) | 0.0 | $55k | 602.00 | 91.25 | |
| D.R. Horton (DHI) | 0.0 | $54k | 387.00 | 139.86 | |
| NetApp (NTAP) | 0.0 | $54k | 465.00 | 116.17 | |
| Simon Property (SPG) | 0.0 | $54k | 312.00 | 172.21 | |
| Fidelity Covington Trust Clean Energy Etf (FRNW) | 0.0 | $50k | 3.7k | 13.46 | |
| Cameco Corporation (CCJ) | 0.0 | $50k | 973.00 | 51.39 | |
| F5 Networks (FFIV) | 0.0 | $48k | 192.00 | 251.47 | |
| Digital Realty Trust (DLR) | 0.0 | $47k | 262.00 | 177.33 | |
| Palo Alto Networks (PANW) | 0.0 | $43k | 238.00 | 181.96 | |
| NVR (NVR) | 0.0 | $41k | 5.00 | 8179.00 | |
| Columbia Banking System (COLB) | 0.0 | $41k | 1.5k | 27.01 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $40k | 346.00 | 116.28 | |
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $37k | 705.00 | 51.89 | |
| Abbvie (ABBV) | 0.0 | $36k | 200.00 | 177.70 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $35k | 706.00 | 49.40 | |
| S&p Global (SPGI) | 0.0 | $35k | 69.00 | 500.01 | |
| FedEx Corporation (FDX) | 0.0 | $34k | 122.00 | 281.34 | |
| W.W. Grainger (GWW) | 0.0 | $34k | 32.00 | 1058.50 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $33k | 190.00 | 175.23 | |
| Tennant Company (TNC) | 0.0 | $33k | 400.00 | 81.53 | |
| Qualcomm (QCOM) | 0.0 | $31k | 200.00 | 153.62 | |
| ON Semiconductor (ON) | 0.0 | $30k | 480.00 | 63.05 | |
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $30k | 456.00 | 66.10 | |
| Dover Corporation (DOV) | 0.0 | $30k | 157.00 | 187.61 | |
| First Solar (FSLR) | 0.0 | $29k | 167.00 | 176.25 | |
| Prologis (PLD) | 0.0 | $29k | 274.00 | 105.70 | |
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $29k | 371.00 | 77.89 | |
| Fmc Corp Com New (FMC) | 0.0 | $29k | 591.00 | 48.61 | |
| Expedia Group Com New (EXPE) | 0.0 | $28k | 150.00 | 186.33 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $27k | 52.00 | 521.96 | |
| Donaldson Company (DCI) | 0.0 | $27k | 399.00 | 67.35 | |
| CarMax (KMX) | 0.0 | $27k | 325.00 | 81.76 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $27k | 176.00 | 150.86 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $27k | 300.00 | 88.40 | |
| Nucor Corporation (NUE) | 0.0 | $26k | 225.00 | 116.71 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $25k | 234.00 | 107.74 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $25k | 241.00 | 103.15 | |
| Linde SHS (LIN) | 0.0 | $24k | 57.00 | 418.68 | |
| At&t (T) | 0.0 | $23k | 1.0k | 22.77 | |
| Principal Financial (PFG) | 0.0 | $23k | 295.00 | 77.41 | |
| Boston Properties (BXP) | 0.0 | $22k | 301.00 | 74.36 | |
| Quaker Chemical Corporation (KWR) | 0.0 | $21k | 150.00 | 140.76 | |
| Interpublic Group of Companies (IPG) | 0.0 | $21k | 753.00 | 28.02 | |
| Northwest Natural Holdin (NWN) | 0.0 | $21k | 528.00 | 39.56 | |
| Uber Technologies (UBER) | 0.0 | $21k | 343.00 | 60.32 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $20k | 170.00 | 117.22 | |
| Monster Beverage Corp (MNST) | 0.0 | $19k | 364.00 | 52.56 | |
| Ge Aerospace Com New (GE) | 0.0 | $19k | 113.00 | 166.80 | |
| Republic Services (RSG) | 0.0 | $18k | 90.00 | 201.19 | |
| Genuine Parts Company (GPC) | 0.0 | $18k | 151.00 | 116.76 | |
| Stryker Corporation (SYK) | 0.0 | $17k | 48.00 | 361.75 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $17k | 80.00 | 211.31 | |
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $17k | 398.00 | 41.40 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $16k | 591.00 | 27.32 | |
| Edison International (EIX) | 0.0 | $16k | 200.00 | 79.84 | |
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $16k | 142.00 | 109.20 | |
| Us Bancorp Del Com New (USB) | 0.0 | $15k | 307.00 | 47.80 | |
| CMS Energy Corporation (CMS) | 0.0 | $15k | 218.00 | 66.65 | |
| Alcon Ord Shs (ALC) | 0.0 | $14k | 169.00 | 84.89 | |
| Hess (HES) | 0.0 | $14k | 107.00 | 133.02 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $14k | 120.00 | 118.08 | |
| American Water Works (AWK) | 0.0 | $14k | 113.00 | 124.50 | |
| Zoetis Cl A (ZTS) | 0.0 | $14k | 85.00 | 162.20 | |
| Equinix (EQIX) | 0.0 | $13k | 14.00 | 957.00 | |
| Intuit (INTU) | 0.0 | $13k | 21.00 | 630.48 | |
| Workday Cl A (WDAY) | 0.0 | $13k | 49.00 | 258.04 | |
| Wal-Mart Stores (WMT) | 0.0 | $13k | 138.00 | 90.36 | |
| Highwoods Properties (HIW) | 0.0 | $12k | 399.00 | 30.58 | |
| Consolidated Edison (ED) | 0.0 | $12k | 131.00 | 89.35 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $12k | 631.00 | 18.49 | |
| Moderna (MRNA) | 0.0 | $11k | 266.00 | 41.58 | |
| Intel Corporation (INTC) | 0.0 | $11k | 535.00 | 20.06 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $11k | 280.00 | 37.53 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $9.3k | 125.00 | 74.02 | |
| Ge Vernova (GEV) | 0.0 | $9.2k | 28.00 | 328.96 | |
| T. Rowe Price (TROW) | 0.0 | $8.5k | 75.00 | 113.09 | |
| Dex (DXCM) | 0.0 | $8.4k | 108.00 | 77.78 | |
| Progressive Corporation (PGR) | 0.0 | $8.4k | 35.00 | 239.63 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $7.8k | 16.00 | 486.00 | |
| Moody's Corporation (MCO) | 0.0 | $7.6k | 16.00 | 473.38 | |
| Autodesk (ADSK) | 0.0 | $7.4k | 25.00 | 295.60 | |
| Lennox International (LII) | 0.0 | $7.3k | 12.00 | 609.33 | |
| Affiliated Managers (AMG) | 0.0 | $7.2k | 39.00 | 184.92 | |
| Citigroup Com New (C) | 0.0 | $7.0k | 100.00 | 70.39 | |
| Viatris (VTRS) | 0.0 | $7.0k | 562.00 | 12.45 | |
| M&T Bank Corporation (MTB) | 0.0 | $6.8k | 36.00 | 188.03 | |
| CVS Caremark Corporation (CVS) | 0.0 | $6.7k | 150.00 | 44.89 | |
| Tri-Continental Corporation (TY) | 0.0 | $6.7k | 211.00 | 31.69 | |
| FormFactor (FORM) | 0.0 | $6.6k | 151.00 | 44.00 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $6.5k | 32.00 | 203.31 | |
| Alaska Air (ALK) | 0.0 | $6.5k | 100.00 | 64.75 | |
| Hannon Armstrong (HASI) | 0.0 | $6.4k | 240.00 | 26.83 | |
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $6.4k | 187.00 | 34.14 | |
| Silicon Laboratories (SLAB) | 0.0 | $6.3k | 51.00 | 124.24 | |
| Power Integrations (POWI) | 0.0 | $6.3k | 102.00 | 61.71 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $6.1k | 50.00 | 121.74 | |
| Ansys (ANSS) | 0.0 | $6.1k | 18.00 | 337.33 | |
| Nordson Corporation (NDSN) | 0.0 | $6.1k | 29.00 | 209.24 | |
| Sea Sponsord Ads (SE) | 0.0 | $6.0k | 57.00 | 106.11 | |
| Philip Morris International (PM) | 0.0 | $6.0k | 50.00 | 120.36 | |
| Avery Dennison Corporation (AVY) | 0.0 | $6.0k | 32.00 | 187.16 | |
| Amkor Technology (AMKR) | 0.0 | $6.0k | 232.00 | 25.69 | |
| Axalta Coating Sys (AXTA) | 0.0 | $5.9k | 173.00 | 34.23 | |
| Broadridge Financial Solutions (BR) | 0.0 | $5.9k | 26.00 | 226.12 | |
| Constellation Brands Cl A (STZ) | 0.0 | $5.7k | 26.00 | 221.00 | |
| Amgen (AMGN) | 0.0 | $5.7k | 22.00 | 260.68 | |
| Cadence Design Systems (CDNS) | 0.0 | $5.7k | 19.00 | 300.47 | |
| Paychex (PAYX) | 0.0 | $5.6k | 40.00 | 140.22 | |
| Electronic Arts (EA) | 0.0 | $5.6k | 38.00 | 146.32 | |
| RPM International (RPM) | 0.0 | $5.5k | 45.00 | 123.07 | |
| Hp (HPQ) | 0.0 | $5.5k | 169.00 | 32.63 | |
| Juniper Networks (JNPR) | 0.0 | $5.5k | 146.00 | 37.45 | |
| Keurig Dr Pepper (KDP) | 0.0 | $5.4k | 169.00 | 32.12 | |
| Msci (MSCI) | 0.0 | $5.4k | 9.00 | 600.11 | |
| Avnet (AVT) | 0.0 | $5.4k | 103.00 | 52.32 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $5.3k | 211.00 | 24.92 | |
| Altria (MO) | 0.0 | $5.2k | 100.00 | 52.29 | |
| Lumen Technologies (LUMN) | 0.0 | $5.2k | 978.00 | 5.31 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.0 | $5.1k | 119.00 | 43.05 | |
| Fidelity National Information Services (FIS) | 0.0 | $5.1k | 63.00 | 80.78 | |
| IDEXX Laboratories (IDXX) | 0.0 | $5.0k | 12.00 | 413.50 | |
| Intellia Therapeutics (NTLA) | 0.0 | $4.9k | 418.00 | 11.66 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $4.8k | 24.00 | 199.38 | |
| Ptc (PTC) | 0.0 | $4.8k | 26.00 | 183.88 | |
| Snap-on Incorporated (SNA) | 0.0 | $4.8k | 14.00 | 339.50 | |
| Sempra Energy (SRE) | 0.0 | $4.7k | 54.00 | 87.72 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $4.7k | 22.00 | 213.64 | |
| Cirrus Logic (CRUS) | 0.0 | $4.6k | 46.00 | 99.59 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $4.5k | 60.00 | 75.78 | |
| Brown & Brown (BRO) | 0.0 | $4.5k | 44.00 | 102.02 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $4.4k | 58.00 | 75.02 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $4.3k | 15.00 | 283.87 | |
| EnerSys (ENS) | 0.0 | $4.3k | 46.00 | 92.43 | |
| Houlihan Lokey Cl A (HLI) | 0.0 | $4.2k | 24.00 | 173.67 | |
| Verisign (VRSN) | 0.0 | $4.1k | 20.00 | 207.00 | |
| Quanta Services (PWR) | 0.0 | $4.1k | 13.00 | 316.08 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $4.0k | 52.00 | 76.90 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $4.0k | 19.00 | 210.26 | |
| Zscaler Incorporated (ZS) | 0.0 | $4.0k | 22.00 | 180.45 | |
| Rambus (RMBS) | 0.0 | $4.0k | 75.00 | 52.87 | |
| Aon Shs Cl A (AON) | 0.0 | $4.0k | 11.00 | 359.18 | |
| Sensient Technologies Corporation (SXT) | 0.0 | $3.9k | 55.00 | 71.27 | |
| Synaptics, Incorporated (SYNA) | 0.0 | $3.9k | 51.00 | 76.33 | |
| ResMed (RMD) | 0.0 | $3.9k | 17.00 | 228.71 | |
| Verisk Analytics (VRSK) | 0.0 | $3.9k | 14.00 | 275.50 | |
| Novanta (NOVT) | 0.0 | $3.8k | 25.00 | 152.80 | |
| Smucker J M Com New (SJM) | 0.0 | $3.6k | 33.00 | 110.12 | |
| Ambarella SHS (AMBA) | 0.0 | $3.6k | 49.00 | 72.76 | |
| Tradeweb Mkts Cl A (TW) | 0.0 | $3.5k | 27.00 | 130.93 | |
| Comfort Systems USA (FIX) | 0.0 | $3.4k | 8.00 | 424.12 | |
| Mueller Industries (MLI) | 0.0 | $3.3k | 42.00 | 79.38 | |
| MaxLinear (MXL) | 0.0 | $3.3k | 166.00 | 19.78 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $3.3k | 32.00 | 101.88 | |
| Manhattan Associates (MANH) | 0.0 | $3.2k | 12.00 | 270.25 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $3.1k | 17.00 | 184.12 | |
| Topbuild (BLD) | 0.0 | $3.1k | 10.00 | 311.40 | |
| West Pharmaceutical Services (WST) | 0.0 | $2.9k | 9.00 | 327.67 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $2.8k | 21.00 | 134.29 | |
| Gra (GGG) | 0.0 | $2.8k | 33.00 | 84.30 | |
| V.F. Corporation (VFC) | 0.0 | $2.7k | 125.00 | 21.46 | |
| Realty Income (O) | 0.0 | $2.7k | 50.00 | 53.42 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $2.6k | 6.00 | 435.00 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $2.6k | 30.00 | 86.33 | |
| Gitlab Class A Com (GTLB) | 0.0 | $2.5k | 45.00 | 56.36 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $2.5k | 14.00 | 178.14 | |
| Illumina (ILMN) | 0.0 | $2.4k | 18.00 | 133.67 | |
| Modine Manufacturing (MOD) | 0.0 | $2.3k | 20.00 | 115.95 | |
| NetScout Systems (NTCT) | 0.0 | $2.3k | 105.00 | 21.67 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $2.2k | 43.00 | 50.53 | |
| Guidewire Software (GWRE) | 0.0 | $2.0k | 12.00 | 168.58 | |
| Federal Signal Corporation (FSS) | 0.0 | $1.8k | 19.00 | 92.42 | |
| Graham Hldgs Com Cl B (GHC) | 0.0 | $1.7k | 2.00 | 872.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.7k | 22.00 | 78.18 | |
| Newmont Mining Corporation (NEM) | 0.0 | $1.6k | 44.00 | 37.23 | |
| Masco Corporation (MAS) | 0.0 | $1.6k | 22.00 | 72.59 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.5k | 145.00 | 10.57 | |
| Extreme Networks (EXTR) | 0.0 | $1.5k | 91.00 | 16.75 | |
| H.B. Fuller Company (FUL) | 0.0 | $1.5k | 22.00 | 67.50 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $1.4k | 12.00 | 117.58 | |
| Impinj (PI) | 0.0 | $1.3k | 9.00 | 145.33 | |
| Cdw (CDW) | 0.0 | $1.0k | 6.00 | 174.17 | |
| Unity Software (U) | 0.0 | $1.0k | 46.00 | 22.48 | |
| Peak (DOC) | 0.0 | $913.000500 | 45.00 | 20.29 | |
| Freshpet (FRPT) | 0.0 | $889.000200 | 6.00 | 148.17 | |
| Trupanion (TRUP) | 0.0 | $867.999600 | 18.00 | 48.22 | |
| Boyd Gaming Corporation (BYD) | 0.0 | $507.999800 | 7.00 | 72.57 | |
| Kellogg Company (K) | 0.0 | $486.000000 | 6.00 | 81.00 | |
| ACI Worldwide (ACIW) | 0.0 | $468.000000 | 9.00 | 52.00 | |
| Bristol Myers Squibb (BMY) | 0.0 | $453.000000 | 8.00 | 56.62 | |
| Datadog Cl A Com (DDOG) | 0.0 | $429.000000 | 3.00 | 143.00 | |
| AFLAC Incorporated (AFL) | 0.0 | $414.000000 | 4.00 | 103.50 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $357.000000 | 6.00 | 59.50 | |
| Aaon Com Par $0.004 (AAON) | 0.0 | $354.000000 | 3.00 | 118.00 | |
| Csw Industrials (CSW) | 0.0 | $353.000000 | 1.00 | 353.00 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $348.000000 | 2.00 | 174.00 | |
| Kadant (KAI) | 0.0 | $345.000000 | 1.00 | 345.00 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $324.000000 | 1.00 | 324.00 | |
| Prosperity Bancshares (PB) | 0.0 | $302.000000 | 4.00 | 75.50 | |
| Piper Jaffray Companies (PIPR) | 0.0 | $300.000000 | 1.00 | 300.00 | |
| Papa John's Int'l (PZZA) | 0.0 | $288.000300 | 7.00 | 41.14 | |
| Nikola Corp Com New (NKLAQ) | 0.0 | $7.999800 | 6.00 | 1.33 |