Intercontinental Wealth Advisors

Intercontinental Wealth Advisors as of March 31, 2023

Portfolio Holdings for Intercontinental Wealth Advisors

Intercontinental Wealth Advisors holds 304 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.4 $37M 90k 409.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.1 $24M 74k 320.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $13M 42k 308.77
Apple (AAPL) 3.2 $13M 77k 164.90
Ishares Tr Msci Acwi Etf (ACWI) 2.8 $11M 121k 91.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.7 $11M 32k 332.62
Netflix (NFLX) 2.4 $9.2M 27k 345.48
Amazon (AMZN) 1.6 $6.4M 62k 103.29
Spdr Gold Tr Gold Shs (GLD) 1.6 $6.2M 34k 183.22
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $5.4M 55k 99.64
Ark Etf Tr Innovation Etf (ARKK) 1.3 $5.2M 130k 40.34
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 1.3 $5.2M 88k 58.96
Proshares Tr S&p 500 Dv Arist (NOBL) 1.3 $5.0M 55k 91.24
Meta Platforms Cl A (META) 1.1 $4.4M 21k 211.94
Ishares Msci Jpn Etf New (EWJ) 1.1 $4.3M 73k 58.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $3.6M 44k 82.16
Alphabet Cap Stk Cl C (GOOG) 0.9 $3.4M 33k 104.00
Microsoft Corporation (MSFT) 0.8 $3.3M 12k 288.30
Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.3M 46k 71.52
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.1M 30k 103.73
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $2.8M 6.1k 458.41
Ishares Tr Russell 3000 Etf (IWV) 0.7 $2.7M 12k 235.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $2.5M 28k 90.45
Global X Fds S&p 500 Catholic (CATH) 0.6 $2.5M 50k 50.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $2.5M 62k 39.46
JPMorgan Chase & Co. (JPM) 0.6 $2.4M 19k 130.31
Watsco, Incorporated (WSO) 0.6 $2.4M 7.6k 318.16
Applied Materials (AMAT) 0.6 $2.4M 20k 122.83
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.6 $2.2M 69k 32.09
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $2.1M 44k 48.15
Ishares Tr National Mun Etf (MUB) 0.5 $2.0M 18k 107.74
Wells Fargo & Company (WFC) 0.5 $1.9M 51k 37.38
Ishares Tr Europe Etf (IEV) 0.5 $1.9M 38k 50.02
Ishares Gold Tr Ishares New (IAU) 0.5 $1.9M 50k 37.37
Fibrogen (FGEN) 0.5 $1.8M 96k 18.66
Apartment Income Reit Corp (AIRC) 0.5 $1.8M 49k 35.81
Capital One Financial (COF) 0.4 $1.8M 18k 96.16
Texas Instruments Incorporated (TXN) 0.4 $1.7M 9.1k 186.01
Pepsi (PEP) 0.4 $1.7M 9.2k 182.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $1.7M 17k 99.12
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.4 $1.7M 27k 60.95
Siteone Landscape Supply (SITE) 0.4 $1.7M 12k 136.87
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.7M 9.3k 178.40
Ares Capital Corporation (ARCC) 0.4 $1.7M 91k 18.27
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $1.7M 58k 28.56
Altria (MO) 0.4 $1.6M 36k 44.62
Novo-nordisk A S Adr (NVO) 0.4 $1.6M 9.8k 159.14
Ishares Tr Tips Bd Etf (TIP) 0.4 $1.5M 14k 110.25
Thor Industries (THO) 0.4 $1.5M 19k 79.64
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.5M 3.7k 411.08
Houlihan Lokey Cl A (HLI) 0.4 $1.5M 17k 87.49
Landstar System (LSTR) 0.4 $1.5M 8.2k 179.26
RBC Bearings Incorporated (RBC) 0.4 $1.4M 6.2k 232.73
Wisdomtree Tr Eur Hdg Smlcap (EUSC) 0.4 $1.4M 42k 33.85
Rli (RLI) 0.4 $1.4M 10k 132.91
Tesla Motors (TSLA) 0.3 $1.4M 6.6k 207.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 18k 76.23
Walt Disney Company (DIS) 0.3 $1.3M 13k 100.13
Home Depot (HD) 0.3 $1.3M 4.4k 295.09
Hillman Solutions Corp (HLMN) 0.3 $1.3M 155k 8.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.3M 9.0k 144.62
Primerica (PRI) 0.3 $1.3M 7.5k 172.24
National Beverage (FIZZ) 0.3 $1.3M 24k 52.72
Evertec (EVTC) 0.3 $1.3M 38k 33.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.3M 3.4k 376.07
Medtronic SHS (MDT) 0.3 $1.3M 16k 80.62
Raytheon Technologies Corp (RTX) 0.3 $1.2M 13k 97.93
Proshares Tr Ultrapro Qqq (TQQQ) 0.3 $1.2M 44k 28.26
Johnson & Johnson (JNJ) 0.3 $1.2M 7.9k 155.00
Scotts Miracle-gro Cl A (SMG) 0.3 $1.2M 18k 69.74
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $1.2M 30k 40.98
Bank of New York Mellon Corporation (BK) 0.3 $1.2M 26k 45.44
Cheesecake Factory Incorporated (CAKE) 0.3 $1.2M 34k 35.05
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.3 $1.2M 16k 70.72
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.1M 8.4k 137.03
Getty Realty (GTY) 0.3 $1.1M 32k 36.03
UniFirst Corporation (UNF) 0.3 $1.1M 6.5k 176.23
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.1M 10k 109.61
NVIDIA Corporation (NVDA) 0.3 $1.1M 4.0k 277.77
Jack Henry & Associates (JKHY) 0.3 $1.1M 7.3k 150.72
Ishares Msci Eurzone Etf (EZU) 0.3 $1.1M 24k 45.08
Brooks Automation (AZTA) 0.3 $1.1M 24k 44.62
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.0M 4.7k 225.23
Leslies (LESL) 0.3 $1.0M 95k 11.01
Ishares Tr Us Infrastruc (IFRA) 0.3 $1.0M 28k 37.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.0M 11k 92.09
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $1.0M 9.4k 109.94
Construction Partners Com Cl A (ROAD) 0.3 $1.0M 38k 26.94
Lennar Corp Cl A (LEN) 0.3 $1.0M 9.6k 105.11
Enbridge (ENB) 0.3 $1.0M 27k 38.15
Oracle Corporation (ORCL) 0.3 $1.0M 11k 92.92
Proshares Tr Ultrpro S&p500 (UPRO) 0.3 $999k 26k 38.57
Cigna Corp (CI) 0.3 $999k 3.9k 255.53
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $978k 41k 23.87
Us Bancorp Del Com New (USB) 0.2 $972k 27k 36.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $965k 13k 76.49
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $959k 25k 38.00
Stock Yards Ban (SYBT) 0.2 $952k 17k 55.14
Armstrong World Industries (AWI) 0.2 $942k 13k 71.24
WD-40 Company (WDFC) 0.2 $939k 5.3k 178.05
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $936k 5.9k 158.76
Viatris (VTRS) 0.2 $935k 97k 9.62
Albany Intl Corp Cl A (AIN) 0.2 $924k 10k 89.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $906k 22k 40.40
Unilever Spon Adr New (UL) 0.2 $904k 17k 51.93
Intel Corporation (INTC) 0.2 $900k 28k 32.67
Accenture Plc Ireland Shs Class A (ACN) 0.2 $886k 3.1k 285.81
Vanguard Index Fds Growth Etf (VUG) 0.2 $884k 3.5k 249.47
Pfizer (PFE) 0.2 $872k 21k 40.80
Starbucks Corporation (SBUX) 0.2 $872k 8.4k 104.13
Teck Resources CL B (TECK) 0.2 $868k 24k 36.50
Spdr Ser Tr Portfolio Crport (SPBO) 0.2 $865k 30k 29.25
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $854k 6.9k 123.71
Bank of Hawaii Corporation (BOH) 0.2 $840k 16k 52.08
Ishares Msci Cda Etf (EWC) 0.2 $834k 24k 34.18
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.2 $816k 39k 21.05
H.B. Fuller Company (FUL) 0.2 $809k 12k 68.45
Bristol Myers Squibb (BMY) 0.2 $799k 12k 69.31
Goldman Sachs Bdc SHS (GSBD) 0.2 $787k 58k 13.65
John Bean Technologies Corporation 0.2 $785k 7.2k 109.29
C H Robinson Worldwide Com New (CHRW) 0.2 $784k 7.9k 99.37
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $769k 10k 75.55
At&t (T) 0.2 $766k 40k 19.25
Phillips 66 (PSX) 0.2 $753k 7.4k 101.38
Cgi Cl A Sub Vtg (GIB) 0.2 $749k 7.8k 96.27
Relx Sponsored Adr (RELX) 0.2 $747k 23k 32.44
Merck & Co (MRK) 0.2 $737k 6.9k 106.39
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $718k 6.8k 106.37
Proshares Tr Ultrpro Dow30 (UDOW) 0.2 $714k 13k 55.55
Badger Meter (BMI) 0.2 $707k 5.8k 121.82
Visa Com Cl A (V) 0.2 $707k 3.1k 225.46
Las Vegas Sands (LVS) 0.2 $703k 12k 57.45
Cisco Systems (CSCO) 0.2 $701k 13k 52.27
Stellantis SHS (STLA) 0.2 $699k 38k 18.19
Exxon Mobil Corporation (XOM) 0.2 $695k 6.3k 109.66
Markel Corporation (MKL) 0.2 $689k 539.00 1277.41
Cooper Cos Com New 0.2 $684k 1.8k 373.36
Novartis Sponsored Adr (NVS) 0.2 $676k 7.3k 92.00
Check Point Software Tech Lt Ord (CHKP) 0.2 $674k 5.2k 130.00
Bentley Sys Com Cl B (BSY) 0.2 $668k 16k 42.99
International Business Machines (IBM) 0.2 $667k 5.1k 131.09
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) 0.2 $664k 14k 48.58
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $655k 12k 53.61
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $649k 8.9k 72.74
Paramount Global Class B Com (PARA) 0.2 $646k 29k 22.31
Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.2 $635k 120k 5.29
Gra (GGG) 0.2 $634k 8.7k 73.01
Pool Corporation (POOL) 0.2 $634k 1.9k 342.44
Rio Tinto Sponsored Adr (RIO) 0.2 $620k 9.0k 68.60
Rbc Cad (RY) 0.2 $617k 6.5k 95.58
Vale S A Sponsored Ads (VALE) 0.2 $613k 39k 15.78
Owens Corning (OC) 0.2 $611k 6.4k 95.80
Eli Lilly & Co. (LLY) 0.2 $607k 1.8k 343.42
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $605k 5.9k 102.18
UnitedHealth (UNH) 0.2 $600k 1.3k 472.59
Wal-Mart Stores (WMT) 0.2 $594k 4.0k 147.45
Aspen Technology (AZPN) 0.2 $594k 2.6k 228.87
Eni S P A Sponsored Adr (E) 0.2 $592k 21k 28.00
Adobe Systems Incorporated (ADBE) 0.1 $587k 1.5k 385.37
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $585k 17k 33.71
Ansys (ANSS) 0.1 $581k 1.7k 332.80
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.1 $571k 13k 45.43
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $568k 12k 47.39
Chevron Corporation (CVX) 0.1 $566k 3.5k 163.17
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $563k 1.8k 318.00
Nordson Corporation (NDSN) 0.1 $563k 2.5k 222.26
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $563k 54k 10.43
Nike CL B (NKE) 0.1 $563k 4.6k 122.64
Caterpillar (CAT) 0.1 $562k 2.5k 228.84
Home BancShares (HOMB) 0.1 $562k 26k 21.71
Charles Schwab Corporation (SCHW) 0.1 $562k 11k 52.38
General Dynamics Corporation (GD) 0.1 $560k 2.5k 228.21
Teradyne (TER) 0.1 $552k 5.1k 107.51
Lakeland Financial Corporation (LKFN) 0.1 $551k 8.8k 62.64
Bank Of Montreal Cadcom (BMO) 0.1 $548k 6.2k 89.11
salesforce (CRM) 0.1 $548k 2.7k 199.78
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $541k 6.6k 82.56
Duke Energy Corp Com New (DUK) 0.1 $536k 5.6k 96.47
Airbnb Com Cl A (ABNB) 0.1 $533k 4.3k 124.40
Emerson Electric (EMR) 0.1 $525k 6.0k 87.14
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $524k 5.6k 93.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $524k 2.1k 244.33
Procter & Gamble Company (PG) 0.1 $519k 3.5k 148.69
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $519k 6.3k 82.21
Bank of America Corporation (BAC) 0.1 $516k 18k 28.60
Teledyne Technologies Incorporated (TDY) 0.1 $515k 1.2k 447.36
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $511k 6.1k 84.05
Activision Blizzard 0.1 $505k 5.9k 85.59
Wisdomtree Tr Europe Smcp Dv (DFE) 0.1 $505k 8.7k 58.31
Lpl Financial Holdings (LPLA) 0.1 $504k 2.5k 202.40
Vontier Corporation (VNT) 0.1 $499k 18k 27.34
Proshares Tr Ult R/est New (URE) 0.1 $496k 8.6k 57.51
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.1 $494k 18k 26.88
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $489k 6.6k 74.71
Abbvie (ABBV) 0.1 $488k 3.1k 159.36
Chubb (CB) 0.1 $485k 2.5k 194.18
Union Pacific Corporation (UNP) 0.1 $484k 2.4k 201.26
Dolby Laboratories Com Cl A (DLB) 0.1 $484k 5.7k 85.42
Equifax (EFX) 0.1 $483k 2.4k 202.84
Charles River Laboratories (CRL) 0.1 $481k 2.4k 201.82
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 0.1 $480k 16k 29.48
Exponent (EXPO) 0.1 $472k 4.7k 99.69
Nutrien (NTR) 0.1 $466k 6.3k 73.84
W.R. Berkley Corporation (WRB) 0.1 $459k 7.4k 62.26
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $459k 4.7k 96.70
Verizon Communications (VZ) 0.1 $446k 12k 38.89
Boeing Company (BA) 0.1 $446k 2.1k 212.43
Vaneck Etf Trust Digi Transfrm (DAPP) 0.1 $443k 96k 4.64
Gilead Sciences (GILD) 0.1 $442k 5.3k 82.97
Comcast Corp Cl A (CMCSA) 0.1 $440k 12k 37.91
First Financial Bankshares (FFIN) 0.1 $433k 14k 31.90
Icl Group SHS (ICL) 0.1 $431k 63k 6.79
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $425k 7.7k 55.36
Broadcom (AVGO) 0.1 $425k 662.00 641.54
Fair Isaac Corporation (FICO) 0.1 $415k 590.00 702.69
Lam Research Corporation 0.1 $415k 782.00 530.12
Lockheed Martin Corporation (LMT) 0.1 $414k 875.00 472.73
Biogen Idec (BIIB) 0.1 $407k 1.5k 278.03
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $406k 3.2k 127.60
Proshares Tr Msci Emrg Etf (EET) 0.1 $404k 7.9k 50.92
Equinor Asa Sponsored Adr (EQNR) 0.1 $400k 14k 28.43
Chemed Corp Com Stk (CHE) 0.1 $395k 735.00 537.75
United Parcel Service CL B (UPS) 0.1 $393k 2.0k 193.99
Enterprise Products Partners (EPD) 0.1 $392k 15k 25.90
Allegion Ord Shs (ALLE) 0.1 $389k 3.6k 106.73
Lennox International (LII) 0.1 $387k 1.5k 251.28
International Flavors & Fragrances (IFF) 0.1 $386k 4.2k 91.96
Select Sector Spdr Tr Financial (XLF) 0.1 $384k 12k 32.15
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $375k 1.5k 250.16
CarMax (KMX) 0.1 $374k 5.8k 64.28
Tyson Foods Cl A (TSN) 0.1 $373k 6.3k 59.32
CVS Caremark Corporation (CVS) 0.1 $372k 5.0k 74.31
Quest Diagnostics Incorporated (DGX) 0.1 $371k 2.6k 141.48
Cal Maine Foods Com New (CALM) 0.1 $371k 6.1k 60.89
Toronto Dominion Bk Ont Com New (TD) 0.1 $366k 6.1k 59.90
Becton, Dickinson and (BDX) 0.1 $366k 1.5k 247.54
Select Sector Spdr Tr Technology (XLK) 0.1 $366k 2.4k 151.01
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $365k 11k 32.59
Ishares Msci Chile Etf (ECH) 0.1 $364k 13k 28.78
Amer Software Cl A (LGTY) 0.1 $358k 28k 12.61
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $356k 8.4k 42.50
Philip Morris International (PM) 0.1 $351k 3.6k 97.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $347k 14k 24.52
Totalenergies Se Sponsored Ads (TTE) 0.1 $347k 5.9k 59.05
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $345k 8.5k 40.57
Costco Wholesale Corporation (COST) 0.1 $343k 691.00 496.87
Dow (DOW) 0.1 $343k 6.3k 54.82
Discover Financial Services (DFS) 0.1 $331k 3.4k 98.84
Cummins (CMI) 0.1 $329k 1.4k 238.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $327k 6.8k 48.37
T. Rowe Price (TROW) 0.1 $323k 2.9k 112.90
Darling International (DAR) 0.1 $322k 5.5k 58.40
FedEx Corporation (FDX) 0.1 $322k 1.4k 228.49
Sempra Energy (SRE) 0.1 $311k 2.1k 151.16
Colgate-Palmolive Company (CL) 0.1 $311k 4.1k 75.15
Rollins (ROL) 0.1 $309k 8.2k 37.53
Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) 0.1 $308k 5.3k 58.25
Adams Express Company (ADX) 0.1 $308k 20k 15.55
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $307k 4.7k 65.58
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $302k 12k 24.57
BlackRock 0.1 $302k 451.00 669.12
Ishares Tr Agency Bond Etf (AGZ) 0.1 $302k 2.8k 108.23
Bright Horizons Fam Sol In D (BFAM) 0.1 $301k 3.9k 76.99
Corning Incorporated (GLW) 0.1 $294k 8.3k 35.28
Southwest Airlines (LUV) 0.1 $294k 9.0k 32.54
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $290k 15k 19.78
American Express Company (AXP) 0.1 $287k 1.7k 164.95
Saia (SAIA) 0.1 $287k 1.1k 272.08
Prologis (PLD) 0.1 $284k 2.3k 124.77
United Sts Oil Units (USO) 0.1 $271k 4.1k 66.44
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $269k 8.5k 31.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $265k 12k 23.06
Select Sector Spdr Tr Energy (XLE) 0.1 $262k 3.2k 82.83
Ishares Tr U.s. Finls Etf (IYF) 0.1 $256k 3.6k 71.14
International Bancshares Corporation (IBOC) 0.1 $255k 6.0k 42.82
Advisorshares Tr Psychedelics Etf 0.1 $254k 136k 1.87
Cognizant Technology Solutio Cl A (CTSH) 0.1 $254k 4.2k 60.93
Alamo (ALG) 0.1 $251k 1.4k 184.16
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $246k 5.0k 49.24
Evergy (EVRG) 0.1 $246k 4.0k 61.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $246k 7.1k 34.80
Ishares Tr Msci China Etf (MCHI) 0.1 $244k 4.9k 49.89
Ishares Tr China Lg-cap Etf (FXI) 0.1 $244k 8.2k 29.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $241k 3.3k 73.16
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $239k 1.0k 230.48
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $239k 1.6k 149.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $237k 2.9k 83.04
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $236k 5.2k 45.79
3M Company (MMM) 0.1 $235k 2.2k 105.11
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $235k 4.6k 50.54
Ishares Tr S&p 100 Etf (OEF) 0.1 $234k 1.2k 187.04
Deere & Company (DE) 0.1 $230k 558.00 412.88
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $228k 5.1k 45.17
McDonald's Corporation (MCD) 0.1 $225k 803.00 279.61
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $219k 2.5k 86.28
Ishares Tr Robotics Artif (ARTY) 0.1 $215k 6.9k 31.38
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $213k 8.4k 25.48
Ishares Tr U S Equity Factr (LRGF) 0.1 $207k 5.0k 41.44
Omni (OMC) 0.1 $204k 2.2k 94.34
Crown Castle Intl (CCI) 0.1 $201k 1.5k 133.84
Latham Group (SWIM) 0.0 $148k 52k 2.86
Ford Motor Company (F) 0.0 $141k 11k 12.60
Exchange Traded Concepts Tr Bitwise Crypto (BITQ) 0.0 $70k 12k 5.87
Cano Health Com Cl A 0.0 $53k 58k 0.91