Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network as of Dec. 31, 2025

Portfolio Holdings for Investor's Fiduciary Advisor Network

Investor's Fiduciary Advisor Network holds 273 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 8.7 $41M 66k 614.29
Microsoft Corporation (MSFT) 3.7 $17M 36k 483.59
Apple (AAPL) 3.6 $17M 62k 271.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.6 $17M 85k 198.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $13M 471k 27.43
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.7 $13M 427k 29.61
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 2.6 $12M 25k 480.54
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $11M 37k 290.20
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.2 $11M 172k 60.81
Vanguard Index Fds Value Etf (VTV) 1.7 $8.1M 43k 190.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $7.4M 138k 53.76
Amazon (AMZN) 1.5 $6.9M 30k 230.80
Spdr Series Trust State Street Spd (BIL) 1.4 $6.5M 71k 91.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $5.9M 9.5k 627.10
Caterpillar (CAT) 1.2 $5.6M 9.7k 572.87
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.2 $5.5M 115k 48.10
Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $5.2M 36k 143.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $4.9M 9.7k 502.53
Realty Income (O) 1.0 $4.8M 85k 56.36
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.0 $4.5M 50k 89.98
NVIDIA Corporation (NVDA) 0.9 $4.1M 22k 186.48
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.8 $3.9M 62k 63.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $3.9M 31k 123.25
Spdr Series Trust State Street Spd (SPYG) 0.8 $3.8M 36k 106.68
Broadcom (AVGO) 0.8 $3.7M 11k 346.10
Visa Com Cl A (V) 0.8 $3.7M 11k 350.63
Alphabet Cap Stk Cl C (GOOG) 0.8 $3.5M 11k 313.76
Merck & Co (MRK) 0.8 $3.5M 33k 105.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.3M 4.9k 681.88
Select Sector Spdr Tr State Street Tec (XLK) 0.7 $3.2M 22k 143.94
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $3.1M 15k 212.03
Ishares Tr Future Ai & Tech (ARTY) 0.7 $3.1M 64k 48.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $3.0M 40k 74.05
Ensign (ENSG) 0.6 $2.9M 17k 174.14
Pacer Fds Tr Us Small Cap Cas (CALF) 0.6 $2.8M 62k 44.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $2.7M 27k 101.96
Bowhead Specialty Hldgs Com Shs (BOW) 0.6 $2.7M 96k 28.53
Ishares Tr U.s. Tech Etf (IYW) 0.6 $2.6M 13k 199.63
Vanguard Index Fds Growth Etf (VUG) 0.6 $2.6M 5.3k 487.74
National Retail Properties (NNN) 0.6 $2.6M 65k 39.62
Ishares Tr Msci Intl Qualty (IQLT) 0.5 $2.5M 56k 45.44
Ishares Tr Esg Msci Kld 400 (DSI) 0.5 $2.5M 19k 128.83
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $2.5M 92k 26.91
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.5 $2.4M 33k 74.07
Morgan Stanley Etf Trust Eaton Vance Mort (EVMO) 0.5 $2.4M 48k 50.72
Chevron Corporation (CVX) 0.5 $2.4M 16k 152.40
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.5 $2.4M 104k 22.87
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.5 $2.3M 102k 22.47
Global X Fds Defense Tech Etf (SHLD) 0.5 $2.2M 34k 64.78
Vanguard World Financials Etf (VFH) 0.5 $2.2M 16k 133.48
First Tr Exchange-traded First Tr Enh New (FTSM) 0.5 $2.2M 36k 59.91
Costco Wholesale Corporation (COST) 0.4 $2.1M 2.4k 862.08
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.1M 20k 104.06
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $2.0M 35k 58.09
Eli Lilly & Co. (LLY) 0.4 $1.9M 1.8k 1074.59
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.9M 6.2k 313.00
J P Morgan Exchange Traded F Income Etf (JPIE) 0.4 $1.9M 41k 46.28
Iron Mountain (IRM) 0.4 $1.9M 23k 82.91
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.9M 33k 57.21
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $1.8M 18k 100.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.8M 12k 148.96
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $1.7M 37k 47.77
Exxon Mobil Corporation (XOM) 0.4 $1.7M 15k 120.33
Ishares Core Msci Emkt (IEMG) 0.4 $1.7M 26k 67.18
Spdr Series Trust State Street Spd (SPYM) 0.4 $1.6M 21k 80.21
Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $1.6M 70k 23.38
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $1.6M 34k 47.82
Ishares Msci Emrg Chn (EMXC) 0.3 $1.6M 22k 72.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.5M 7.2k 211.79
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.5M 64k 23.36
Johnson & Johnson (JNJ) 0.3 $1.5M 7.2k 206.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.5M 4.4k 335.22
Deere & Company (DE) 0.3 $1.5M 3.2k 465.51
Ishares Tr Core Div Grwth (DGRO) 0.3 $1.5M 21k 69.42
Advanced Micro Devices (AMD) 0.3 $1.5M 6.9k 214.05
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.3 $1.5M 32k 45.48
Vanguard World Health Car Etf (VHT) 0.3 $1.4M 5.0k 287.73
First Tr Exchange-traded SHS (FDL) 0.3 $1.4M 32k 44.33
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 4.4k 322.09
Spdr Series Trust State Street Spd (SPTS) 0.3 $1.4M 48k 29.27
Cisco Systems (CSCO) 0.3 $1.4M 18k 76.99
Southern Company (SO) 0.3 $1.4M 16k 87.14
Ishares Tr Core Univrsl Usd (IUSB) 0.3 $1.3M 29k 46.53
First Tr Exchange-traded SHS (FVD) 0.3 $1.3M 29k 46.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M 25k 50.26
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $1.3M 21k 59.26
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.3 $1.3M 28k 45.40
Meta Platforms Cl A (META) 0.3 $1.3M 1.9k 659.82
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.3M 18k 71.36
Charles Schwab Corporation (SCHW) 0.3 $1.2M 12k 99.83
Pacer Fds Tr Developed Mrkt (ICOW) 0.3 $1.2M 31k 38.67
Home Depot (HD) 0.3 $1.2M 3.5k 344.03
Blackstone Group Inc Com Cl A (BX) 0.3 $1.2M 7.7k 154.06
Procter & Gamble Company (PG) 0.3 $1.2M 8.2k 143.28
Pfizer (PFE) 0.3 $1.2M 47k 24.88
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $1.1M 20k 56.68
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $1.1M 20k 57.58
Verizon Communications (VZ) 0.2 $1.1M 28k 40.72
Ishares Esg Awr Msci Em (ESGE) 0.2 $1.1M 25k 44.15
Danaher Corporation (DHR) 0.2 $1.1M 4.9k 228.88
Enterprise Products Partners (EPD) 0.2 $1.1M 34k 32.05
Select Sector Spdr Tr State Street Com (XLC) 0.2 $1.1M 9.2k 117.62
Ishares Tr Mbs Etf (MBB) 0.2 $1.1M 11k 95.21
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.2 $1.0M 22k 46.21
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.2k 473.02
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $998k 19k 54.04
Wal-Mart Stores (WMT) 0.2 $996k 8.9k 111.32
Ishares Tr Core S&p500 Etf (IVV) 0.2 $988k 1.4k 684.21
Ishares Tr Broad Usd High (USHY) 0.2 $983k 26k 37.39
Janus Detroit Str Tr Henderson Mtg (JMBS) 0.2 $970k 21k 45.66
First Tr Exchange-traded SHS (QTEC) 0.2 $956k 4.2k 229.97
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $946k 6.7k 140.92
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $935k 7.8k 120.16
Amgen (AMGN) 0.2 $935k 2.9k 327.04
United Parcel Service CL B (UPS) 0.2 $933k 9.4k 99.10
Ishares Tr National Mun Etf (MUB) 0.2 $924k 8.6k 107.08
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $905k 9.5k 95.08
Ishares Tr Russell 3000 Etf (IWV) 0.2 $903k 2.3k 386.56
Kinsale Cap Group (KNSL) 0.2 $902k 2.3k 390.81
Wells Fargo & Company (WFC) 0.2 $888k 9.5k 93.10
Ishares Tr Ultra Short Dur (ICSH) 0.2 $874k 17k 50.53
Morgan Stanley Com New (MS) 0.2 $872k 4.9k 177.52
Blackrock (BLK) 0.2 $868k 812.00 1068.97
Waste Management (WM) 0.2 $859k 3.9k 219.58
Abbvie (ABBV) 0.2 $855k 3.7k 228.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $841k 3.0k 279.12
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $833k 14k 60.16
Shell Spon Ads (SHEL) 0.2 $775k 11k 73.47
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $770k 7.6k 101.57
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $764k 6.4k 119.17
Vanguard Index Fds Small Cp Etf (VB) 0.2 $764k 3.0k 257.76
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $761k 4.9k 154.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $758k 12k 65.96
Coca-Cola Company (KO) 0.2 $753k 11k 69.83
Pepsi (PEP) 0.2 $725k 5.1k 143.42
Ishares Tr Esg Awr Msci Usa (EVUS) 0.2 $707k 22k 32.01
Union Pacific Corporation (UNP) 0.2 $703k 3.0k 231.25
Intel Corporation (INTC) 0.1 $689k 19k 36.86
International Business Machines (IBM) 0.1 $684k 2.3k 295.85
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $678k 7.4k 91.41
Bank of America Corporation (BAC) 0.1 $673k 12k 54.93
Clearway Energy CL C (CWEN) 0.1 $664k 20k 33.24
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $659k 20k 33.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $658k 11k 62.39
Ishares Tr Core Msci Eafe (IEFA) 0.1 $654k 7.3k 89.36
Vanguard World Utilities Etf (VPU) 0.1 $654k 3.5k 184.85
Workiva Com Cl A (WK) 0.1 $652k 7.6k 86.24
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $651k 2.2k 301.67
McDonald's Corporation (MCD) 0.1 $647k 2.1k 305.62
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $645k 17k 38.54
Lowe's Companies (LOW) 0.1 $642k 2.7k 240.99
American Express Company (AXP) 0.1 $629k 1.7k 369.57
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $626k 6.4k 97.37
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $601k 13k 44.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $578k 7.7k 75.31
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $573k 6.9k 83.48
Graniteshares Gold Tr Shs Ben Int (BAR) 0.1 $569k 13k 42.43
Raytheon Technologies Corp (RTX) 0.1 $569k 3.1k 183.25
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $554k 15k 38.33
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $549k 24k 23.02
Netflix (NFLX) 0.1 $538k 5.7k 93.65
Tesla Motors (TSLA) 0.1 $537k 1.2k 449.00
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $534k 10k 52.69
Ishares Tr Glob Indstrl Etf (EXI) 0.1 $532k 3.0k 175.23
Allstate Corporation (ALL) 0.1 $532k 2.6k 208.14
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $532k 14k 37.85
Honeywell International (HON) 0.1 $530k 2.7k 195.07
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $525k 3.1k 167.68
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $514k 5.3k 97.70
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $509k 5.3k 96.11
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $508k 6.0k 85.35
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $506k 6.6k 76.89
SLB Com Stk (SLB) 0.1 $495k 13k 38.32
Diamondback Energy (FANG) 0.1 $486k 3.2k 150.19
Qualcomm (QCOM) 0.1 $477k 2.8k 170.85
Stryker Corporation (SYK) 0.1 $474k 1.4k 350.85
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $470k 6.3k 75.02
Rocket Lab Corp (RKLB) 0.1 $470k 6.8k 69.63
Ishares Tr Core Intl Aggr (IAGG) 0.1 $463k 9.3k 49.91
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $463k 4.7k 98.22
Bristol Myers Squibb (BMY) 0.1 $461k 8.5k 53.93
Lam Research Corp Com New (LRCX) 0.1 $457k 2.7k 170.84
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $448k 14k 32.95
Markel Corporation (MKL) 0.1 $447k 208.00 2149.04
Starbucks Corporation (SBUX) 0.1 $440k 5.2k 84.11
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $438k 3.8k 113.83
Oracle Corporation (ORCL) 0.1 $430k 2.2k 194.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $422k 1.4k 303.38
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $421k 3.1k 136.73
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $415k 4.7k 88.45
Capital One Financial (COF) 0.1 $414k 1.7k 242.11
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $414k 4.1k 100.36
Lockheed Martin Corporation (LMT) 0.1 $413k 854.00 483.61
Ishares Tr Global Mater Etf (MXI) 0.1 $413k 4.3k 96.43
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $411k 2.6k 159.92
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $408k 1.5k 276.42
Lineage (LINE) 0.1 $404k 12k 34.97
Becton, Dickinson and (BDX) 0.1 $404k 2.1k 193.76
Wisdomtree Tr Intl Qulty Div (IQDG) 0.1 $402k 9.7k 41.48
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $400k 16k 25.22
General Mills (GIS) 0.1 $400k 8.6k 46.39
SYSCO Corporation (SYY) 0.1 $399k 5.4k 73.64
Kimberly-Clark Corporation (KMB) 0.1 $391k 3.9k 100.70
Ge Aerospace Com New (GE) 0.1 $387k 1.3k 307.88
Corning Incorporated (GLW) 0.1 $387k 4.4k 87.42
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $386k 1.8k 219.32
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $385k 5.6k 69.33
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $384k 1.5k 252.30
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $379k 8.5k 44.62
Tidal Trust Iii Affordable Hous (OWNS) 0.1 $377k 22k 17.44
Sixth Street Specialty Lending (TSLX) 0.1 $375k 17k 21.67
Ishares Tr Glb Infrastr Etf (IGF) 0.1 $372k 6.1k 61.36
Spdr Series Trust State Street Spd (SPHY) 0.1 $363k 15k 23.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $363k 1.7k 209.10
Ishares Tr Global 100 Etf (IOO) 0.1 $360k 2.8k 126.45
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $358k 3.5k 102.49
Boeing Company (BA) 0.1 $357k 1.6k 217.02
UnitedHealth (UNH) 0.1 $350k 1.1k 329.57
CSX Corporation (CSX) 0.1 $346k 9.5k 36.23
Blackrock Etf Trust Ishares World Ex (LCTD) 0.1 $340k 6.2k 54.60
Ishares Tr Msci Eafe Etf (EFA) 0.1 $339k 3.5k 95.93
Duke Energy Corp Com New (DUK) 0.1 $335k 2.9k 117.09
Franklin Templeton Holdings Respbly Srcd Gld (FGDL) 0.1 $333k 5.8k 57.46
Ishares Tr Russell 2000 Etf (IWM) 0.1 $332k 1.4k 245.93
3M Company (MMM) 0.1 $331k 2.1k 159.67
Vaneck Etf Trust Green Bond Etf (GRNB) 0.1 $330k 14k 24.32
At&t (T) 0.1 $329k 13k 24.82
Nike CL B (NKE) 0.1 $327k 5.1k 63.67
Coupang Cl A (CPNG) 0.1 $317k 14k 23.56
Sempra Energy (SRE) 0.1 $310k 3.5k 88.19
Adobe Systems Incorporated (ADBE) 0.1 $305k 872.00 349.77
T. Rowe Price (TROW) 0.1 $303k 3.0k 102.12
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $303k 7.8k 39.08
Bluerock Pvt Real Estate (BPRE) 0.1 $299k 20k 14.97
Vanguard World Mega Cap Index (MGC) 0.1 $299k 1.2k 250.84
Applied Materials (AMAT) 0.1 $298k 1.2k 256.23
Vanguard World Inf Tech Etf (VGT) 0.1 $290k 385.00 753.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $283k 2.9k 96.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $282k 1.9k 148.34
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $271k 3.1k 88.02
Cummins (CMI) 0.1 $265k 519.00 510.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $263k 4.4k 59.91
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $260k 3.0k 86.18
Consolidated Edison (ED) 0.1 $259k 2.6k 99.16
Mastercard Incorporated Cl A (MA) 0.1 $256k 449.00 570.16
Sprott Asset Management Physical Silver (PSLV) 0.1 $256k 11k 23.61
Walt Disney Company (DIS) 0.1 $254k 2.2k 113.44
Constellation Energy (CEG) 0.1 $251k 713.00 352.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $247k 1.2k 209.50
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $244k 4.5k 54.57
Alexandria Real Estate Equities (ARE) 0.0 $233k 4.8k 48.84
Viking Holdings Ord Shs (VIK) 0.0 $232k 3.2k 71.41
L3harris Technologies (LHX) 0.0 $231k 788.00 293.15
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $231k 4.1k 56.15
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.0 $227k 2.9k 77.55
Vaneck Etf Trust Retail Etf (RTH) 0.0 $227k 910.00 249.45
Wisdomtree Tr Us Quality Grow (QGRW) 0.0 $226k 3.9k 58.64
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $226k 2.6k 86.82
Spdr Gold Tr Gold Shs (GLD) 0.0 $223k 565.00 394.69
Us Bancorp Del Com New (USB) 0.0 $222k 4.2k 53.19
Ishares Tr Global Tech Etf (IXN) 0.0 $219k 2.1k 104.94
Corteva (CTVA) 0.0 $219k 3.3k 66.81
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $217k 5.5k 39.45
Mondelez Intl Cl A (MDLZ) 0.0 $213k 4.0k 53.67
T Rowe Price Etf Price Grw Stock (TGRW) 0.0 $209k 4.6k 45.92
United Rentals (URI) 0.0 $207k 256.00 808.59
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $206k 3.0k 69.41
Metropcs Communications (TMUS) 0.0 $205k 1.0k 202.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $200k 7.1k 28.35
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $163k 11k 14.35
Purecycle Technologies (PCT) 0.0 $146k 17k 8.54
Nuveen California Muni Vlu F Com Stk (NCA) 0.0 $117k 13k 8.88
Denison Mines Corp (DNN) 0.0 $28k 11k 2.58