Greykasell Wealth Strategies

Greykasell Wealth Strategies as of June 30, 2025

Portfolio Holdings for Greykasell Wealth Strategies

Greykasell Wealth Strategies holds 311 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Global 100 Etf Etf (IOO) 4.8 $10M 94k 107.81
Spdr Gold Shares Etf (GLD) 3.7 $7.8M 26k 304.83
Ishares Core S&p 500 Etf Etf (IVV) 3.7 $7.7M 12k 620.88
Fidelity Total Bond Etf Etf (FBND) 3.6 $7.6M 165k 45.75
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 3.4 $7.2M 73k 99.20
Microsoft Corp Stock (MSFT) 3.1 $6.5M 13k 497.43
Apple Stock (AAPL) 2.9 $6.2M 30k 205.17
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG) 2.7 $5.6M 124k 45.05
Amazon Stock (AMZN) 2.5 $5.3M 24k 219.39
Ishares Core Msci Eafe Etf Etf (IEFA) 2.5 $5.2M 63k 83.48
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.5 $5.2M 29k 176.23
Invesco Qqq Trust Series I Etf (QQQ) 2.3 $4.9M 8.9k 551.63
Ishares Core S&p Mid-cap Etf Etf (IJH) 2.0 $4.2M 67k 62.02
Ishares Russell Midcap Etf Etf (IWR) 2.0 $4.1M 45k 91.97
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 1.9 $4.0M 64k 63.14
Ishares Core S&p Small Cap Etf Etf (IJR) 1.9 $4.0M 36k 109.29
Nvidia Corporation Stock (NVDA) 1.8 $3.8M 24k 157.99
Meta Platforms Inc Cl A Stock (META) 1.7 $3.6M 4.9k 738.14
Vanguard Ftse Developed Markets Etf Etf (VEA) 1.6 $3.3M 58k 57.01
Spdr S&p 500 Etf Trust Etf (SPY) 1.6 $3.3M 5.3k 617.90
Capital Group Global Growth Equity Etf Etf (CGGO) 1.6 $3.3M 102k 31.97
Ishares Dow Jones U.s. Etf Etf (IYY) 1.5 $3.2M 21k 150.88
Ishares Morningstar Growth Etf Etf (ILCG) 1.4 $2.8M 29k 96.90
Costco Whsl Corp Stock (COST) 1.1 $2.3M 2.3k 989.76
Servicenow Stock (NOW) 1.1 $2.2M 2.2k 1028.08
Broadcom Stock (AVGO) 1.1 $2.2M 8.1k 275.65
Equinix Reit (EQIX) 1.1 $2.2M 2.8k 795.39
Vanguard Ftse Emerging Markets Etf Etf (VWO) 1.0 $2.1M 43k 49.46
Mastercard Incorporated Cl A Stock (MA) 1.0 $2.1M 3.7k 561.94
Jpmorgan Chase & Co Stock (JPM) 1.0 $2.0M 6.9k 289.91
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.9 $1.8M 9.8k 181.75
Prologis Reit (PLD) 0.7 $1.5M 15k 105.12
Kla Corp Stock (KLAC) 0.7 $1.5M 1.7k 895.92
Ark Innovation Etf Etf (ARKK) 0.7 $1.5M 22k 70.29
Emqq The Emerging Markets Internet Etf Etf (EMQQ) 0.7 $1.5M 36k 41.67
T-mobile Us Stock (TMUS) 0.7 $1.5M 6.2k 238.24
Visa Inc Com Cl A Stock (V) 0.7 $1.5M 4.2k 355.07
Intuit Stock (INTU) 0.7 $1.5M 1.9k 787.77
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.7 $1.5M 37k 39.17
Progressive Corp Stock (PGR) 0.7 $1.4M 5.4k 266.86
Ishares Select U.s. Reit Etf Etf (ICF) 0.6 $1.3M 22k 61.16
Walmart Stock (WMT) 0.6 $1.3M 13k 97.78
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $1.2M 2.4k 485.77
Salesforce Stock (CRM) 0.5 $1.1M 4.1k 272.68
Northrop Grumman Corp Stock (NOC) 0.5 $1.1M 2.2k 499.89
Goldman Sachs Group Stock (GS) 0.5 $1.1M 1.5k 707.56
Franklin Ftse India Etf Etf (FLIN) 0.5 $1.1M 27k 39.83
Home Depot Stock (HD) 0.5 $1.1M 2.9k 366.66
Workday Inc Cl A Stock (WDAY) 0.5 $1.0M 4.2k 239.97
Invesco California Amt-free Municipal Bond Etf Etf (PWZ) 0.5 $1.0M 43k 23.34
Marriott Intl Inc New Cl A Stock (MAR) 0.5 $997k 3.6k 273.23
Ishares Convertible Bond Etf Etf (ICVT) 0.5 $982k 11k 90.10
Adobe Stock (ADBE) 0.5 $982k 2.5k 386.88
Capital Group International Focus Equity Etf Etf (CGXU) 0.5 $974k 36k 27.13
Abbvie Stock (ABBV) 0.5 $952k 5.1k 185.60
Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.4 $931k 11k 85.78
Paccar Stock (PCAR) 0.4 $929k 9.8k 95.06
Fastenal Stock (FAST) 0.4 $899k 21k 42.00
Rtx Corporation Stock (RTX) 0.4 $895k 6.1k 146.02
Deere & Co Stock (DE) 0.4 $883k 1.7k 508.37
Oracle Corp Stock (ORCL) 0.4 $853k 3.9k 218.63
Chevron Corp Stock (CVX) 0.4 $852k 6.0k 143.19
Ishares National Muni Bond Etf Etf (MUB) 0.4 $837k 8.0k 104.49
Amgen Stock (AMGN) 0.4 $829k 3.0k 279.18
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.4 $825k 11k 76.04
Blackrock Stock (BLK) 0.4 $824k 786.00 1048.67
Ishares California Muni Bond Etf Etf (CMF) 0.4 $815k 15k 55.74
Victoryshares Free Cash Flow Etf Etf (VFLO) 0.4 $788k 22k 35.35
Disney Walt Stock (DIS) 0.4 $785k 6.3k 124.00
Cisco Sys Stock (CSCO) 0.4 $756k 11k 69.38
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $729k 1.00 728800.00
Vanguard Small Cap Value Etf Etf (VBR) 0.3 $675k 3.5k 195.00
Qualcomm Stock (QCOM) 0.3 $647k 4.1k 159.24
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.3 $646k 11k 60.03
Sherwin Williams Stock (SHW) 0.3 $638k 1.9k 343.40
General Dynamics Corp Stock (GD) 0.3 $590k 2.0k 291.70
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) 0.3 $587k 12k 48.65
Marvell Technology Stock (MRVL) 0.3 $573k 7.4k 77.40
Starbucks Corp Stock (SBUX) 0.2 $513k 5.6k 91.63
Schwab Charles Corp Stock (SCHW) 0.2 $501k 5.5k 91.24
Public Storage Oper Reit (PSA) 0.2 $499k 1.7k 293.35
Vanguard Total Stock Market Etf Etf (VTI) 0.2 $493k 1.6k 303.93
Citigroup Stock (C) 0.2 $488k 5.7k 85.12
Mfs Active International Etf Etf (MFSI) 0.2 $481k 17k 28.45
Unitedhealth Group Stock (UNH) 0.2 $465k 1.5k 311.94
Honeywell Intl Stock (HON) 0.2 $452k 1.9k 232.85
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $452k 887.00 509.31
Booking Holdings Stock (BKNG) 0.2 $450k 78.00 5773.36
Johnson & Johnson Stock (JNJ) 0.2 $440k 2.9k 152.74
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.2 $435k 4.8k 90.12
Mercadolibre Stock (MELI) 0.2 $420k 161.00 2609.47
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $411k 1.8k 226.49
Vanguard Health Care Etf Etf (VHT) 0.2 $394k 1.6k 248.34
Simplify Aggregate Bond Etf Etf (AGGH) 0.2 $383k 19k 20.64
Ishares Msci Eurozone Etf Etf (EZU) 0.2 $380k 6.4k 59.45
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM) 0.2 $379k 7.0k 54.31
Transdigm Group Stock (TDG) 0.2 $375k 246.00 1523.09
Thermo Fisher Scientific Stock (TMO) 0.2 $352k 869.00 405.46
Bank America Corp Stock (BAC) 0.2 $345k 7.3k 47.32
Invesco S&p Smallcap Momentum Etf Etf (XSMO) 0.2 $328k 4.8k 68.01
Ishares Core Dividend Growth Etf Etf (DGRO) 0.2 $325k 5.1k 63.94
Ge Aerospace Stock (GE) 0.2 $320k 1.2k 257.42
Tesla Stock (TSLA) 0.2 $315k 991.00 317.66
Fedex Corp Stock (FDX) 0.1 $309k 1.4k 227.31
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $306k 6.6k 46.23
Vanguard Real Estate Etf Etf (VNQ) 0.1 $306k 3.4k 89.06
Wisdomtree Dynamic International Equity Fund Etf (DDWM) 0.1 $301k 7.6k 39.66
Broadridge Finl Solutions Stock (BR) 0.1 $293k 1.2k 243.03
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) 0.1 $291k 3.5k 84.06
Ishares U.s. Consumer Discretionary Etf Etf (IYC) 0.1 $289k 2.9k 99.64
Lowes Cos Stock (LOW) 0.1 $288k 1.3k 221.87
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM) 0.1 $286k 8.6k 33.21
Lockheed Martin Corp Stock (LMT) 0.1 $280k 605.00 463.14
Eli Lilly & Co Stock (LLY) 0.1 $274k 351.00 779.69
Alibaba Group Hldg Adr (BABA) 0.1 $264k 2.3k 113.41
Paychex Stock (PAYX) 0.1 $260k 1.8k 145.46
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $258k 2.3k 110.10
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.1 $257k 12k 21.81
Fidelity High Dividend Etf Etf (FDVV) 0.1 $252k 4.8k 52.02
Novartis Adr (NVS) 0.1 $244k 2.0k 121.01
Micron Technology Stock (MU) 0.1 $243k 2.0k 123.24
Netflix Stock (NFLX) 0.1 $242k 181.00 1339.13
Fortinet Stock (FTNT) 0.1 $225k 2.1k 105.72
Boeing Stock (BA) 0.1 $224k 1.1k 209.53
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.1 $219k 1.9k 113.19
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $213k 3.7k 56.86
Linde Stock (LIN) 0.1 $213k 453.00 469.18
Grainger W W Stock (GWW) 0.1 $211k 203.00 1040.24
Regeneron Pharmaceuticals Stock (REGN) 0.1 $210k 399.00 525.00
Landstar Sys Stock (LSTR) 0.1 $206k 1.5k 139.02
Ubs Group Stock (UBS) 0.1 $204k 6.0k 33.82
Ishares Latin America 40 Etf Etf (ILF) 0.1 $200k 7.6k 26.21
Palo Alto Networks Stock (PANW) 0.1 $196k 956.00 204.71
Netease Adr (NTES) 0.1 $188k 1.4k 134.58
Welltower Reit (WELL) 0.1 $177k 1.2k 153.73
Boston Scientific Corp Stock (BSX) 0.1 $171k 1.6k 107.41
Gilead Sciences Stock (GILD) 0.1 $169k 1.5k 110.86
Bank Montreal Que Stock (BMO) 0.1 $168k 1.5k 110.63
Ferrari N V Stock (RACE) 0.1 $166k 338.00 491.01
Microchip Technology Stock (MCHP) 0.1 $163k 2.3k 70.37
Simon Ppty Group Reit (SPG) 0.1 $156k 971.00 160.76
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $151k 919.00 164.51
Oneok Stock (OKE) 0.1 $150k 1.8k 81.63
Novo-nordisk A S Adr (NVO) 0.1 $149k 2.2k 69.02
Procter And Gamble Stock (PG) 0.1 $147k 920.00 159.32
Willis Towers Watson Stock (WTW) 0.1 $144k 470.00 306.50
Philip Morris Intl Stock (PM) 0.1 $144k 790.00 182.13
Ishares U.s. Technology Etf Etf (IYW) 0.1 $138k 794.00 173.31
Nxp Semiconductors N V Stock (NXPI) 0.1 $134k 612.00 218.49
Asml Holding N V N Y Registry Adr (ASML) 0.1 $130k 162.00 801.39
Vanguard Intermediate-term Bond Etf Etf (BIV) 0.1 $129k 1.7k 77.34
Kroger Stock (KR) 0.1 $127k 1.8k 71.73
Union Pac Corp Stock (UNP) 0.1 $124k 539.00 230.08
Check Point Software Tech Ltd Ord Stock (CHKP) 0.1 $123k 555.00 221.25
Nuveen Esg Small-cap Etf Etf (NUSC) 0.1 $121k 3.0k 40.74
Ishares Russell 2000 Etf Etf (IWM) 0.1 $117k 544.00 215.79
Clorox Co Del Stock (CLX) 0.1 $114k 945.00 120.07
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $113k 576.00 195.42
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $111k 628.00 177.35
Vanguard Information Technology Etf Etf (VGT) 0.1 $109k 165.00 663.28
Invesco National Amt-free Municipal Bond Etf Etf (PZA) 0.0 $104k 4.6k 22.39
Vanguard Industrials Etf Etf (VIS) 0.0 $98k 349.00 280.07
Astrazeneca Adr (AZN) 0.0 $96k 1.4k 69.88
Pfizer Stock (PFE) 0.0 $92k 3.8k 24.24
Cintas Corp Stock (CTAS) 0.0 $91k 408.00 223.01
General Mtrs Stock (GM) 0.0 $87k 1.8k 49.22
Toyota Motor Corp Ads Adr (TM) 0.0 $87k 502.00 172.26
Jd.com Inc Spon Ads Cl A Adr (JD) 0.0 $86k 2.6k 32.64
Cyberark Software Stock (CYBR) 0.0 $84k 207.00 407.15
Bristol-myers Squibb Stock (BMY) 0.0 $81k 1.7k 46.28
Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $81k 946.00 85.21
Ross Stores Stock (ROST) 0.0 $78k 612.00 127.64
Vert Global Sustainable Real Estate Etf Etf (VGSR) 0.0 $75k 7.2k 10.46
Vaneck Semiconductor Etf Etf (SMH) 0.0 $75k 268.00 278.88
Huntington Bancshares Stock (HBAN) 0.0 $74k 4.4k 16.76
Arista Networks Stock (ANET) 0.0 $74k 720.00 102.31
Deckers Outdoor Corp Stock (DECK) 0.0 $72k 699.00 103.09
Invesco S&p Smallcap Information Technology Etf Etf (PSCT) 0.0 $67k 1.5k 46.24
Southwest Airls Stock (LUV) 0.0 $66k 2.0k 32.44
Nuveen Esg Mid-cap Value Etf Etf (NUMV) 0.0 $66k 1.8k 36.05
Fidelity Msci Health Care Index Etf Etf (FHLC) 0.0 $64k 1.0k 63.95
Centerpoint Energy Stock (CNP) 0.0 $64k 1.7k 36.74
Biogen Stock (BIIB) 0.0 $63k 505.00 125.59
Exxon Mobil Corp Stock (XOM) 0.0 $61k 564.00 107.80
Uber Technologies Stock (UBER) 0.0 $60k 643.00 93.30
Kkr & Co Stock (KKR) 0.0 $60k 450.00 133.16
Ishares Gold Trust Etf (IAU) 0.0 $53k 848.00 62.36
Verizon Communications Stock (VZ) 0.0 $53k 1.2k 43.27
Vanguard Russell 2000 Etf Etf (VTWO) 0.0 $52k 597.00 87.22
Southern Stock (SO) 0.0 $52k 566.00 91.83
Vanguard Mid-cap Etf Etf (VO) 0.0 $52k 184.00 279.83
Pepsico Stock (PEP) 0.0 $51k 389.00 132.04
Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) 0.0 $51k 1.1k 44.67
Mcdonalds Corp Stock (MCD) 0.0 $50k 170.00 292.17
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) 0.0 $49k 403.00 121.38
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $46k 188.00 246.51
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $46k 1.1k 41.42
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.0 $41k 372.00 109.20
Wells Fargo Stock (WFC) 0.0 $40k 500.00 80.12
Shell Plc Spon Ads Adr (SHEL) 0.0 $37k 523.00 70.41
Shopify Inc Cl A Sub Vtg Stock (SHOP) 0.0 $32k 281.00 115.35
Cardinal Health Stock (CAH) 0.0 $31k 186.00 168.00
Digital Rlty Tr Reit (DLR) 0.0 $31k 178.00 174.33
Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN) 0.0 $30k 981.00 30.83
Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $30k 220.00 136.32
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $30k 280.00 106.34
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG) 0.0 $29k 610.00 47.54
Ubiquiti Stock (UI) 0.0 $29k 70.00 411.66
Veeva Sys Inc Cl A Stock (VEEV) 0.0 $29k 100.00 287.98
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $27k 200.00 135.04
Travelers Companies Stock (TRV) 0.0 $27k 100.00 267.54
Vanguard Materials Etf Etf (VAW) 0.0 $26k 131.00 194.83
Ishares Msci Eafe Etf Etf (EFA) 0.0 $25k 276.00 89.39
Spdr Nuveen Ice Short Term Municipal Bond Etf Etf (SHM) 0.0 $24k 509.00 47.83
Yum Brands Stock (YUM) 0.0 $24k 160.00 148.18
Invesco S&p Smallcap Health Care Etf Etf (PSCH) 0.0 $23k 582.00 40.07
Ishares U.s. Real Estate Etf Etf (IYR) 0.0 $23k 243.00 94.77
Vanguard Financials Etf Etf (VFH) 0.0 $23k 177.00 127.44
Fiserv Stock (FI) 0.0 $22k 130.00 172.41
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $22k 440.00 50.92
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $21k 165.00 128.60
Intel Corp Stock (INTC) 0.0 $21k 938.00 22.40
Comcast Corp New Cl A Stock (CMCSA) 0.0 $21k 584.00 35.69
3M Stock (MMM) 0.0 $19k 126.00 152.24
Axon Enterprise Stock (AXON) 0.0 $19k 23.00 827.96
Edwards Lifesciences Corp Stock (EW) 0.0 $19k 240.00 78.21
Vaneck High Yield Muni Etf Etf (HYD) 0.0 $18k 366.00 50.21
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $18k 190.00 92.62
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $18k 689.00 25.35
Ishares Russell Top 200 Value Etf Etf (IWX) 0.0 $17k 203.00 84.19
Logitech Intl S A Stock (LOGI) 0.0 $17k 189.00 90.13
First Solar Stock (FSLR) 0.0 $17k 100.00 165.54
Kinder Morgan Inc Del Stock (KMI) 0.0 $17k 560.00 29.40
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $16k 87.00 182.82
Morgan Stanley Stock (MS) 0.0 $16k 112.00 140.68
Universal Display Corp Stock (OLED) 0.0 $15k 100.00 154.46
Mckesson Corp Stock (MCK) 0.0 $15k 21.00 732.76
Sempra Stock (SRE) 0.0 $13k 172.00 75.77
Firstenergy Corp Stock (FE) 0.0 $13k 323.00 40.26
Nike Inc Cl B Stock (NKE) 0.0 $12k 170.00 71.01
Parker-hannifin Corp Stock (PH) 0.0 $12k 17.00 698.47
Amphenol Corp New Cl A Stock (APH) 0.0 $12k 120.00 98.75
Sixth Street Specialty Lending Cef (TSLX) 0.0 $12k 497.00 23.83
Gallagher Arthur J & Co Stock (AJG) 0.0 $10k 32.00 320.12
Etsy Stock (ETSY) 0.0 $10k 200.00 50.16
Abbott Labs Stock (ABT) 0.0 $9.9k 73.00 136.01
Brown & Brown Stock (BRO) 0.0 $9.8k 88.00 110.88
Biontech Se Adr (BNTX) 0.0 $9.7k 91.00 106.47
Datadog Inc Cl A Stock (DDOG) 0.0 $9.7k 72.00 134.33
Vanguard Total Bond Market Etf Etf (BND) 0.0 $9.1k 124.00 73.63
Stonex Group Stock (SNEX) 0.0 $9.1k 100.00 91.14
Coca Cola Stock (KO) 0.0 $8.8k 125.00 70.75
Toast Inc Cl A Stock (TOST) 0.0 $8.4k 190.00 44.29
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM) 0.0 $8.2k 149.00 55.28
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.0 $8.0k 327.00 24.54
Goosehead Ins Inc Com Cl A Stock (GSHD) 0.0 $8.0k 76.00 105.51
Watsco Stock (WSO) 0.0 $7.9k 18.00 441.61
Enphase Energy Stock (ENPH) 0.0 $7.7k 195.00 39.65
Ambarella Stock (AMBA) 0.0 $7.6k 115.00 66.06
Xpo Stock (XPO) 0.0 $7.6k 60.00 126.28
Ebay Stock (EBAY) 0.0 $7.4k 100.00 74.46
Paypal Hldgs Stock (PYPL) 0.0 $7.4k 100.00 74.32
Yum China Hldgs Stock (YUMC) 0.0 $7.2k 160.00 44.71
Eaton Corp Stock (ETN) 0.0 $7.1k 20.00 357.00
Mgm Resorts International Stock (MGM) 0.0 $6.9k 200.00 34.39
Texas Instrs Stock (TXN) 0.0 $6.6k 32.00 207.62
Waste Mgmt Inc Del Stock (WM) 0.0 $6.4k 28.00 228.82
Electronic Arts Stock (EA) 0.0 $6.4k 40.00 159.70
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $6.1k 152.00 40.02
Chubb Stock (CB) 0.0 $5.8k 20.00 289.70
Healthequity Stock (HQY) 0.0 $5.8k 55.00 104.76
Air Prods & Chems Stock (APD) 0.0 $5.6k 20.00 282.05
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $5.5k 225.00 24.44
Okta Inc Cl A Stock (OKTA) 0.0 $5.5k 55.00 99.96
Waste Connections Stock (WCN) 0.0 $5.4k 29.00 186.72
Tyler Technologies Stock (TYL) 0.0 $5.3k 9.00 592.89
Q2 HLDGS Stock (QTWO) 0.0 $5.1k 54.00 93.59
Target Corp Stock (TGT) 0.0 $5.0k 51.00 98.65
Match Group Stock (MTCH) 0.0 $5.0k 162.00 30.89
Schwab International Equity Etf Etf (SCHF) 0.0 $4.9k 224.00 22.10
Globus Med Inc Cl A Stock (GMED) 0.0 $4.7k 79.00 59.03
Sterling Infrastructure Stock (STRL) 0.0 $4.6k 20.00 230.75
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $4.5k 15.00 298.87
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 0.0 $4.5k 135.00 33.01
Ishares Msci Emerging Markets Etf Etf (EEM) 0.0 $4.3k 90.00 48.24
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 0.0 $4.2k 148.00 28.65
Corning Stock (GLW) 0.0 $4.2k 80.00 52.59
Illinois Tool Wks Stock (ITW) 0.0 $4.2k 17.00 247.24
Genuine Parts Stock (GPC) 0.0 $3.6k 30.00 121.30
Colgate Palmolive Stock (CL) 0.0 $3.6k 40.00 90.90
General Mls Stock (GIS) 0.0 $3.5k 67.00 51.81
Crispr Therapeutics Ag Namen Akt Stock (CRSP) 0.0 $3.3k 68.00 48.65
Merck & Co Stock (MRK) 0.0 $3.2k 40.00 79.15
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $2.9k 116.00 25.30
Gxo Logistics Incorporated Stock (GXO) 0.0 $2.9k 60.00 48.70
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $2.8k 92.00 30.14
Ppg Inds Stock (PPG) 0.0 $2.6k 23.00 113.74
Omnicom Group Stock (OMC) 0.0 $2.6k 36.00 71.94
Diageo Adr (DEO) 0.0 $2.3k 23.00 100.83
Ishares Msci Intl Value Factor Etf Etf (IVLU) 0.0 $2.3k 70.00 32.89
Becton Dickinson & Co Stock (BDX) 0.0 $2.1k 12.00 172.25
Delta Air Lines Inc Del Stock (DAL) 0.0 $2.0k 40.00 49.17
Schwab Fundamental International Small Equity Etf Etf (FNDC) 0.0 $1.6k 37.00 42.05
Schwab International Small-cap Equity Etf Etf (SCHC) 0.0 $1.5k 36.00 42.58
Live Nation Entertainment Stock (LYV) 0.0 $1.5k 10.00 151.30
Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $1.4k 103.00 13.11
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $1.3k 61.00 21.16
Pg&e Corp Stock (PCG) 0.0 $990.002700 71.00 13.94
Paramount Global Class B Stock (PARA) 0.0 $850.997400 66.00 12.89
Spotify Technology S A Stock (SPOT) 0.0 $767.000000 1.00 767.00
Wabtec Stock (WAB) 0.0 $627.999900 3.00 209.33