Merited Wealth

Merited Wealth as of Dec. 31, 2025

Portfolio Holdings for Merited Wealth

Merited Wealth holds 297 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
Ishares Core S&p 500 Etf Etf - Equity (IVV) 6.0 $6.5M 9.5k 687.08
Capital Group Core Balanced Etf Etf - Equity (CGBL) 4.9 $5.3M 151k 35.31
Vanguard Total World Stock Etf Etf - Equity (VT) 4.7 $5.0M 36k 141.00
Capital Group Global Equity Etf Etf - Equity (CGGE) 3.8 $4.1M 130k 31.63
Capital Group Growth Etf Etf - Equity (CGGR) 3.4 $3.7M 82k 44.48
Lennar Corp Common Stocks (LEN) 3.3 $3.6M 35k 102.80
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX) 2.9 $3.1M 95k 32.73
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG) 2.7 $3.0M 30k 99.92
Capital Group Dividend Grower Etf Etf - Equity (CGDG) 2.7 $2.9M 83k 35.64
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS) 2.7 $2.9M 23k 123.31
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC) 2.5 $2.7M 69k 39.59
Capital Group Core Equity Etf Etf - Equity (CGUS) 2.5 $2.7M 67k 40.23
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK) 2.5 $2.7M 6.6k 412.77
Capital Group Core Bond Etf Etf - Fixed Income (CGCB) 2.5 $2.7M 101k 26.52
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO) 2.4 $2.6M 75k 34.65
Dimensn Us Eq Mkt Etf Etf - Equity (DFUS) 2.2 $2.3M 31k 74.17
Capital Group Dividend Value Etf Etf - Equity (CGDV) 1.9 $2.1M 47k 43.62
Capital Group U S Multi Sec Etf Etf - Fixed Income (CGMS) 1.8 $1.9M 69k 27.61
Ishares 0 To 3 Mnth Treasury Bnd Etf Etf - Fixed Income (SGOV) 1.7 $1.9M 19k 100.38
Avantis International Equity Etf Etf - Equity (AVDE) 1.7 $1.8M 22k 82.32
Jpmorgan Core Plus Bond Etf Etf - Fixed Income (JCPB) 1.6 $1.8M 38k 47.35
Vngrd Mega Cap Val Etf Etf - Equity (MGV) 1.6 $1.8M 13k 141.16
Apple Common Stocks (AAPL) 1.6 $1.7M 6.2k 271.86
Capital Group Core Plus Incm Etf Etf - Fixed Income (CGCP) 1.4 $1.5M 66k 22.64
Capital Group Us Sm And Md Cp Etf Etf - Equity (CGMM) 1.4 $1.5M 51k 28.83
Jpmorgan Active Growth Etf Etf - Equity (JGRO) 1.3 $1.4M 15k 92.80
Pimco Enh Shrt Maty Etf Etf - Fixed Income (MINT) 1.2 $1.3M 13k 100.34
Jpm Betabldr Intl Eq Etf Etf - Equity (BBIN) 1.2 $1.3M 17k 72.32
Microsoft Corporation Common Stocks (MSFT) 1.1 $1.1M 2.4k 483.62
Jpmorgan Intern Resrch Enh Eqt Etf Etf - Equity (JIRE) 1.0 $1.1M 15k 74.88
Vanguard Total Int'l Bond Etf Etf - Fixed Income (BNDX) 1.0 $1.1M 22k 48.55
Jpmorgan Active Value Etf Etf - Equity (JAVA) 1.0 $1.0M 15k 71.72
Capital Group New Geogrp Eqt Etf Etf - Equity (CGNG) 0.9 $1.0M 32k 31.93
Eli Lilly & Co Common Stocks (LLY) 0.9 $973k 905.00 1074.68
Vanguard Growth Etf Etf - Equity (VUG) 0.9 $920k 1.9k 487.86
Vanguard S&p 500 Etf - Equity (VOO) 0.8 $869k 1.4k 627.13
Ishs 1-3yr Trsry Etf Etf - Fixed Income (SHY) 0.8 $829k 10k 82.82
Capital Grp Shrt Duration Inc Etf Etf - Fixed Income (CGSD) 0.7 $766k 29k 26.01
Vanguard Small Cap Value Etf Etf - Equity (VBR) 0.7 $733k 3.5k 211.77
Ishares Core Div Growth Etf - Equity (DGRO) 0.6 $695k 10k 69.42
Vanguard Short Term Treas Etf - Fixed Income (VGSH) 0.6 $668k 11k 58.73
Vngrd High Div Yld Etf Etf - Equity (VYM) 0.6 $627k 4.3k 145.34
Vngrd Mdcp Val Etf Etf - Equity (VOE) 0.6 $625k 3.5k 177.37
Alphabet Inc C Common Stocks (GOOG) 0.6 $606k 1.9k 313.80
Schwab Us Div Eq Etf Etf - Equity (SCHD) 0.6 $600k 22k 27.42
Millrose Properties Cl A Common Stocks (MRP) 0.5 $589k 20k 29.87
Vngrd Mdcp Grw Etf Etf - Equity (VOT) 0.5 $584k 2.1k 279.15
Ishs 5-10 I/grd Corp Etf Etf - Fixed Income (IGIB) 0.5 $584k 11k 53.88
Jpmorgan Activebld Emrg Mrkt Eqy Etf Etf - Equity (JEMA) 0.5 $578k 12k 49.00
Walmart Common Stocks (WMT) 0.5 $526k 4.7k 111.41
Dimensional Nationl Munpl Bnd Etf Etf - Fixed Income (DFNM) 0.5 $505k 11k 48.17
Dimensn Us Tgt Val Etf Etf - Equity (DFAT) 0.4 $484k 8.1k 59.55
Unitedhealth Group Common Stocks (UNH) 0.4 $431k 1.3k 330.11
Ishs Cor Intl D/mkt Etf Etf - Equity (IDEV) 0.4 $421k 5.1k 82.48
Ishares 0-5 Year High Yield Corp Etf Etf - Fixed Income (SHYG) 0.4 $379k 8.8k 42.87
Ishares Tr Msci Usa Mmentm Etf - Equity (MTUM) 0.3 $370k 1.5k 250.30
Micron Technology Common Stocks (MU) 0.3 $367k 1.3k 285.41
Ishares Flexible Incme Active Etf Etf - Fixed Income (BINC) 0.3 $363k 6.9k 52.77
Alphabet Inc A Common Stocks (GOOGL) 0.3 $359k 1.1k 313.00
Vngrd Extnd Market Etf Etf - Equity (VXF) 0.3 $355k 1.7k 209.12
Jpm Betabldr Us Mdcp Etf Etf - Equity (BBMC) 0.3 $354k 3.3k 106.62
Ishares Us Treasury Bond Etf - Fixed Income (GOVT) 0.3 $338k 15k 23.02
Vanguard Small Cap Growth Etf Etf - Equity (VBK) 0.3 $328k 1.1k 302.12
Vngrd S/t Infl Pro Etf Etf - Fixed Income (VTIP) 0.3 $317k 6.4k 49.46
Nvidia Corp Common Stocks (NVDA) 0.3 $308k 1.7k 186.50
Jpmorgan U.s. Quality Factor Etf Etf - Equity (JQUA) 0.3 $308k 4.9k 63.18
Amazon.com Common Stocks (AMZN) 0.3 $296k 1.3k 230.82
Ishs Msci Eafe Indx Etf Etf - Equity (EFA) 0.3 $285k 3.0k 96.03
Jpmorgan U.s. Value Factor Etf Etf - Equity (JVAL) 0.3 $277k 5.7k 49.08
Ishs Usd Invt Grd Bd Etf Etf - Fixed Income (USIG) 0.2 $259k 5.0k 51.77
Meta Platforms Inc A Common Stocks (META) 0.2 $245k 371.00 660.10
Vanguard Mortgage Backed Sec Idx Etf Etf - Fixed Income (VMBS) 0.2 $238k 5.1k 47.08
Ishs Us Eqty Factr Rotatn Act Etf Etf - Equity (DYNF) 0.2 $236k 3.9k 60.81
Ishs 0-1yr Treasury Etf Etf - Fixed Income (SHV) 0.2 $228k 2.1k 110.15
Jpmorgan Chase & Co Common Stocks (JPM) 0.2 $190k 590.00 322.22
Brown & Brown Common Stocks (BRO) 0.2 $189k 2.4k 79.70
Ishs Core Unvl Usd Etf Etf - Fixed Income (IUSB) 0.2 $183k 3.9k 46.54
Ishs Core Msci E/mkt Etf Etf - Equity (IEMG) 0.2 $179k 2.7k 67.22
Capital Group Consertve Eqt Etf Etf - Equity (CGCV) 0.2 $179k 5.9k 30.49
Costco Wholesale Corp Common Stocks (COST) 0.2 $175k 203.00 862.35
Ishares Expanded Tech Stw Sctr Etf Etf - Equity (IGV) 0.2 $169k 1.6k 105.69
St Str Bloomberg Cv Etf Etf - Fixed Income (CWB) 0.2 $163k 1.8k 89.20
Heico Corp New Cl A Common Stocks (HEI.A) 0.1 $158k 625.00 252.43
Ishs 3-7y Trsy Bd Etf Etf - Fixed Income (IEI) 0.1 $154k 1.3k 119.35
Visa Inc Cl A Common Stocks (V) 0.1 $153k 437.00 350.71
Blackstone Inc A Common Stocks (BX) 0.1 $144k 934.00 154.14
Ingles Markets Inc A Common Stocks (IMKTA) 0.1 $137k 2.0k 68.55
Oracle Corp Common Stocks (ORCL) 0.1 $116k 596.00 194.91
Home Depot Common Stocks (HD) 0.1 $110k 320.00 344.10
St Str Spdr Intermed Etf Etf - Fixed Income (SPIB) 0.1 $107k 3.2k 33.81
Johnson & Johnson Common Stocks (JNJ) 0.1 $104k 504.00 206.95
St Str Blmbrg H/y Etf Etf - Fixed Income (JNK) 0.1 $102k 1.1k 97.21
Ishs 10-20 Trsry Etf Etf - Fixed Income (TLH) 0.1 $96k 943.00 101.67
Roper Technologies Common Stocks (ROP) 0.1 $94k 210.00 445.13
Ishs Usa Min Vol Fct Etf Etf - Equity (USMV) 0.1 $89k 949.00 94.15
Autodesk Common Stocks (ADSK) 0.1 $89k 300.00 296.01
Taiwan Semicon Mfg Foreign Common Stocks (TSM) 0.1 $86k 283.00 303.89
Southern Company Common Stocks (SO) 0.1 $85k 969.00 87.20
Spdr S&p 500 Etf Etf - Equity (SPY) 0.1 $80k 117.00 681.92
Goldman Sachs Group Common Stocks (GS) 0.1 $77k 88.00 879.00
General Electric Company Common Stocks (GE) 0.1 $74k 239.00 308.03
S&p Global Common Stocks (SPGI) 0.1 $70k 134.00 522.58
Coca Cola Company Common Stocks (KO) 0.1 $68k 973.00 69.91
Ishs 1-5 Invt Gr Crp Etf Etf - Fixed Income (IGSB) 0.1 $67k 1.3k 52.88
Eaton Corp Foreign Common Stocks (ETN) 0.1 $63k 199.00 318.51
Ishs Mbs Etf Etf - Fixed Income (MBB) 0.1 $63k 663.00 95.22
Waste Connections Foreign Common Stocks (WCN) 0.1 $63k 360.00 175.36
Amern Express Common Stocks (AXP) 0.1 $63k 170.00 369.95
Cme Group Inc Cl A Common Stocks (CME) 0.1 $61k 223.00 273.09
Shell Plc Sa Foreign Common Stocks (SHEL) 0.1 $60k 810.00 73.48
Energy Transfer Common Stocks (ET) 0.1 $59k 3.6k 16.49
Ishs S&p Mdcp400 Grw Etf Etf - Equity (IJK) 0.1 $58k 596.00 96.88
Berkshire Hathaway, Inc. Cl B Common Stocks (BRK.B) 0.1 $55k 110.00 502.65
Ishs Invstmnt Bd Etf Etf - Fixed Income (LQD) 0.1 $55k 498.00 110.19
Vanguard Interm-tm Corp Bd Idx Etf - Fixed Income (VCIT) 0.1 $54k 650.00 83.76
Ishs S&p Mdcp400 Val Etf Etf - Equity (IJJ) 0.1 $54k 412.00 131.59
St Str Spdr Lng Term Etf Etf - Fixed Income (SPTL) 0.1 $54k 2.0k 26.47
Pfizer Common Stocks (PFE) 0.0 $53k 2.1k 24.90
Merck & Company Common Stocks (MRK) 0.0 $52k 489.00 105.26
Exxon Mobil Corp Common Stocks (XOM) 0.0 $51k 425.00 120.34
Intuitive Surgical Common Stocks (ISRG) 0.0 $51k 90.00 566.33
Nebius Group N V Cl A Foreign Common Stocks (NBIS) 0.0 $50k 532.00 94.69
Blackrock Fdg Common Stocks (BLK) 0.0 $50k 47.00 1070.32
Boston Scientific Corp Common Stocks (BSX) 0.0 $50k 523.00 95.35
Carrier Global Corp Common Stocks (CARR) 0.0 $48k 915.00 52.84
Enterprise Products Partners Common Stocks (EPD) 0.0 $48k 1.5k 32.06
Ups Inc B Common Stocks (UPS) 0.0 $47k 473.00 99.19
Vanguard Industrials Etf Etf - Equity (VIS) 0.0 $45k 149.00 298.38
Cisco Systems Common Stocks (CSCO) 0.0 $44k 570.00 77.03
American Tower Corporation Real Estate Investment (AMT) 0.0 $44k 250.00 175.57
The Travelers Companies Common Stocks (TRV) 0.0 $43k 149.00 290.06
Mastercard Inc A Common Stocks (MA) 0.0 $43k 75.00 570.88
Broadcom Common Stocks (AVGO) 0.0 $43k 123.00 346.11
Paccar Common Stocks (PCAR) 0.0 $42k 380.00 109.51
Nextera Energy Common Stocks (NEE) 0.0 $40k 500.00 80.28
Ishares Msci Europe Financials Etf Etf - Equity (EUFN) 0.0 $40k 1.1k 37.09
General Dynamics Corp Common Stocks (GD) 0.0 $39k 117.00 336.66
Mondelez International Common Stocks (MDLZ) 0.0 $39k 722.00 53.83
Danaher Corp Common Stocks (DHR) 0.0 $37k 163.00 228.92
Virtu Financial Inc A Common Stocks (VIRT) 0.0 $37k 1.1k 33.32
Emerson Electric Common Stocks (EMR) 0.0 $36k 270.00 132.72
Accenture Plc Ireld Cl A Foreign Common Stocks (ACN) 0.0 $34k 127.00 268.30
Automatic Data Processing Common Stocks (ADP) 0.0 $33k 130.00 257.23
Amphenol Corp Cl A Common Stocks (APH) 0.0 $33k 243.00 135.14
Vanguard Information Technology Etf Etf - Equity (VGT) 0.0 $32k 43.00 753.79
Booking Holdings Common Stocks (BKNG) 0.0 $32k 6.00 5355.17
Capital One Finl Corp Common Stocks (COF) 0.0 $32k 131.00 242.36
Chevron Corp Common Stocks (CVX) 0.0 $31k 205.00 152.41
Procter & Gamble Common Stocks (PG) 0.0 $30k 206.00 143.31
Medtronic Foreign Common Stocks (MDT) 0.0 $29k 305.00 96.06
MPLX Common Stocks (MPLX) 0.0 $29k 545.00 53.37
Unilever Foreign Common Stocks (UL) 0.0 $29k 444.00 65.40
Philip Morris International Common Stocks (PM) 0.0 $29k 180.00 160.40
Intercontinental Exchange Group Common Stocks (ICE) 0.0 $28k 175.00 161.98
Ametek Common Stocks (AME) 0.0 $28k 137.00 205.31
Heico Corp Common Stocks (HEI) 0.0 $27k 83.00 323.60
Vanguard Dividend Appreciation Etf Etf - Equity (VIG) 0.0 $27k 122.00 219.78
Novo Nordisk As Foreign Common Stocks (NVO) 0.0 $26k 501.00 50.88
Walt Disney Common Stocks (DIS) 0.0 $25k 223.00 113.77
Netflix Common Stocks (NFLX) 0.0 $25k 270.00 93.76
Ferrovial Intl Se Foreign Common Stocks (FER) 0.0 $25k 386.00 64.61
Advanced Micro Devices Common Stocks (AMD) 0.0 $24k 111.00 214.16
St Str Spdr S&p Div Etf Etf - Equity (SDY) 0.0 $23k 162.00 139.16
Ast Spacemobile Inc A Common Stocks (ASTS) 0.0 $22k 296.00 72.64
Salesforce Common Stocks (CRM) 0.0 $21k 80.00 264.91
Mcdonalds Corp Common Stocks (MCD) 0.0 $21k 68.00 305.62
Thermo Fisher Scientific Common Stocks (TMO) 0.0 $20k 35.00 579.46
Ge Vernova Common Stocks (GEV) 0.0 $20k 31.00 653.58
Williams Cos Inc Del Common Stocks (WMB) 0.0 $20k 330.00 60.11
Tesla Common Stocks (TSLA) 0.0 $20k 44.00 449.73
Marathon Petroleum Corp Common Stocks (MPC) 0.0 $20k 120.00 162.63
Cognizant Tech Sltns A Common Stocks (CTSH) 0.0 $19k 224.00 83.00
Raytheon Technologies Corp Common Stocks 0.0 $18k 100.00 183.40
Ishares Msci Eafe Small Cap Etf Etf - Equity (SCZ) 0.0 $18k 233.00 77.53
T-mobile Us Common Stocks (TMUS) 0.0 $18k 86.00 203.05
Qualcomm Common Stocks (QCOM) 0.0 $17k 99.00 171.05
Intel Corp Common Stocks (INTC) 0.0 $17k 454.00 36.90
Starbucks Corp Common Stocks (SBUX) 0.0 $16k 194.00 84.21
Ishares Jp Mrgn Em High Yld Bd Etf Etf - Fixed Income (EMHY) 0.0 $16k 404.00 40.37
Abbott Laboratories Common Stocks (ABT) 0.0 $15k 119.00 125.29
Ingersoll Rand Common Stocks (IR) 0.0 $14k 181.00 79.22
Credo Tech Grp Hldg Foreign Common Stocks (CRDO) 0.0 $14k 98.00 143.89
Kla Corp Common Stocks (KLAC) 0.0 $13k 11.00 1215.09
Dollar Genl Corp Common Stocks (DG) 0.0 $13k 100.00 132.77
Perma Pipe International Holdngs Common Stocks (PPIH) 0.0 $13k 430.00 30.36
Nutex Health Inc No Par Common Stocks (NUTX) 0.0 $13k 79.00 164.62
Idaho Strategic Resources Common Stocks (IDR) 0.0 $13k 320.00 40.30
Trane Technologies Foreign Common Stocks (TT) 0.0 $13k 33.00 389.18
Target Corp Common Stocks (TGT) 0.0 $12k 125.00 97.75
St Str Blmbrg 1-3m Etf Etf - Fixed Income (BIL) 0.0 $12k 131.00 91.38
Smith Midland Corp Common Stocks (SMID) 0.0 $11k 313.00 36.34
Citigroup Common Stocks (C) 0.0 $11k 97.00 116.69
Gorilla Tech Grp Foreign Common Stocks (GRRR) 0.0 $11k 1.0k 10.92
General Motors Common Stocks (GM) 0.0 $11k 135.00 81.32
Marvell Technology Common Stocks (MRVL) 0.0 $11k 129.00 84.98
Nike Inc B Common Stocks (NKE) 0.0 $11k 170.00 63.71
Stryker Corp Common Stocks (SYK) 0.0 $11k 30.00 351.47
Carecloud Common Stocks (CCLD) 0.0 $10k 3.5k 2.92
Coinbase Global Common Stocks (COIN) 0.0 $10k 45.00 226.12
Caterpillar Common Stocks (CAT) 0.0 $9.2k 16.00 572.88
Morgan Stanley Common Stocks (MS) 0.0 $8.9k 50.00 177.52
Comcast Corp A Common Stocks (CMCSA) 0.0 $8.7k 290.00 29.89
Gilead Sciences Common Stocks (GILD) 0.0 $8.6k 70.00 122.74
Verizon Communications Common Stocks (VZ) 0.0 $8.3k 205.00 40.73
Tutor Perini Corp Common Stocks (TPC) 0.0 $8.0k 120.00 67.02
Banco Santander S A Foreign Common Stocks (SAN) 0.0 $8.0k 679.00 11.73
Ing Groep Nv Spons Foreign Common Stocks (ING) 0.0 $7.9k 281.00 28.00
Boeing Company Common Stocks (BA) 0.0 $7.8k 36.00 217.11
Asml Holding Nv Foreign Common Stocks (ASML) 0.0 $7.5k 7.00 1069.86
Daktronics Usd $0.00001 Common Stocks (DAKT) 0.0 $7.1k 361.00 19.77
Oneok Common Stocks (OKE) 0.0 $7.1k 97.00 73.51
Imperial Petroleum Foreign Common Stocks (IMPP) 0.0 $7.1k 2.0k 3.62
Amneal Pharmaceuticals Cl A Common Stocks (AMRX) 0.0 $6.4k 510.00 12.60
Applied Materials Common Stocks (AMAT) 0.0 $6.4k 25.00 257.00
Niagen Bioscience Common Stocks (NAGE) 0.0 $6.4k 1.0k 6.36
Freeport Mcmoran Common Stocks (FCX) 0.0 $6.1k 121.00 50.79
Hca Healthcare Common Stocks (HCA) 0.0 $5.6k 12.00 466.83
Linde Foreign Common Stocks (LIN) 0.0 $5.5k 13.00 426.38
Lennar Corp Cl B Common Stocks (LEN.B) 0.0 $5.5k 58.00 95.12
Vngrd Ftse Dev Mkts Etf Etf - Equity (VEA) 0.0 $5.4k 87.00 62.47
Lockheed Martin Corp Common Stocks (LMT) 0.0 $5.3k 11.00 483.64
Bank America Corp Common Stocks (BAC) 0.0 $5.2k 94.00 55.00
Schwab Us Tips Etf Etf - Fixed Income (SCHP) 0.0 $4.6k 174.00 26.49
Tjx Cos Common Stocks (TJX) 0.0 $4.6k 30.00 153.60
Synchrony Financial Common Stocks (SYF) 0.0 $4.5k 54.00 83.43
Nxp Semiconductors Nv Foreign Common Stocks (NXPI) 0.0 $4.3k 20.00 217.10
Ark Innovation Etf Etf - Equity (ARKK) 0.0 $4.2k 54.00 76.93
Vita Coco Common Stocks (COCO) 0.0 $4.1k 78.00 53.01
St Str Spdr 1500 Com Etf Etf - Equity (SPTM) 0.0 $4.1k 50.00 82.52
Honda Mtr Foreign Common Stocks (HMC) 0.0 $4.1k 139.00 29.48
Blend Labs Inc A Common Stocks (BLND) 0.0 $4.1k 1.3k 3.04
Uber Technologies Common Stocks (UBER) 0.0 $4.1k 50.00 81.72
Union Pacific Corp Common Stocks (UNP) 0.0 $3.9k 17.00 231.35
Aon Foreign Common Stocks (AON) 0.0 $3.9k 11.00 352.91
Csx Corp Common Stocks (CSX) 0.0 $3.8k 104.00 36.25
Schwab Charles Corp Common Stocks (SCHW) 0.0 $3.7k 37.00 99.92
Howmet Aerospace Common Stocks (HWM) 0.0 $3.5k 17.00 205.00
Ge Healthcare Technologies Common Stocks (GEHC) 0.0 $3.4k 41.00 82.02
Mckesson Corp Common Stocks (MCK) 0.0 $3.3k 4.00 820.25
Chubb Foreign Common Stocks (CB) 0.0 $3.1k 10.00 312.10
Rio Tinto Plc Spons Foreign Common Stocks (RIO) 0.0 $3.1k 39.00 80.03
Armstrong World Inds Common Stocks (AWI) 0.0 $3.1k 16.00 191.12
Aercap Holdings N V Foreign Common Stocks (AER) 0.0 $3.0k 21.00 143.76
Totalenergies Se Foreign Common Stocks (TTE) 0.0 $3.0k 46.00 65.41
Robinhood Mkts Inc A Common Stocks (HOOD) 0.0 $2.8k 25.00 113.12
Adobe Common Stocks (ADBE) 0.0 $2.8k 8.00 350.00
Arista Networks Common Stocks (ANET) 0.0 $2.6k 20.00 131.05
Cbre Group Inc Cl A Common Stocks (CBRE) 0.0 $2.6k 16.00 160.81
GSK Foreign Common Stocks (GSK) 0.0 $2.6k 52.00 49.04
Kraft Heinz Common Stocks (KHC) 0.0 $2.5k 104.00 24.25
Progressive Corp Oh Common Stocks (PGR) 0.0 $2.5k 11.00 227.73
Datadog Common Stocks (DDOG) 0.0 $2.4k 18.00 136.00
Paypal Holdings Common Stocks (PYPL) 0.0 $2.3k 40.00 58.38
BP Foreign Common Stocks (BP) 0.0 $2.3k 66.00 34.73
Sony Group Corp Foreign Common Stocks (SONY) 0.0 $2.2k 84.00 25.61
Expand Energy Corp Common Stocks (EXE) 0.0 $2.1k 19.00 110.37
Relx Foreign Common Stocks (RELX) 0.0 $2.1k 51.00 40.41
Capital Group Intrtnl Foc Eqy Etf Etf - Equity (CGXU) 0.0 $2.0k 69.00 29.55
Rivian Automotive Inc A Common Stocks (RIVN) 0.0 $2.0k 100.00 19.71
Allison Transmission Holdings Common Stocks (ALSN) 0.0 $2.0k 20.00 97.90
Ryanair Hldg Foreign Common Stocks (RYAAY) 0.0 $1.9k 27.00 72.19
Suncor Energy Foreign Common Stocks (SU) 0.0 $1.9k 42.00 44.36
Deere & Co Common Stocks (DE) 0.0 $1.9k 4.00 465.50
Marsh & Mclennan Cos Common Stocks 0.0 $1.9k 10.00 185.50
Uscb Financial Holdings Cl A Common Stocks (USCB) 0.0 $1.8k 100.00 18.42
Duke Energy Corp Common Stocks (DUK) 0.0 $1.8k 15.00 117.20
Nasdaq Common Stocks (NDAQ) 0.0 $1.7k 18.00 97.11
Canadian Pacific Kansas City Foreign Common Stocks (CP) 0.0 $1.7k 23.00 73.61
Cigna Corp Common Stocks (CI) 0.0 $1.7k 6.00 275.17
Abbvie Common Stocks (ABBV) 0.0 $1.6k 7.00 228.43
Magnum Ice Cream Co Nv Foreign Common Stocks (MICC) 0.0 $1.6k 99.00 15.86
Arthur J Gallagher Common Stocks (AJG) 0.0 $1.6k 6.00 258.83
Marriott Intl Inc New A Common Stocks (MAR) 0.0 $1.6k 5.00 310.20
Servicenow Common Stocks (NOW) 0.0 $1.5k 10.00 153.20
Cintas Corp Common Stocks (CTAS) 0.0 $1.5k 8.00 188.12
Lululemon Athletica Common Stocks (LULU) 0.0 $1.5k 7.00 207.86
Anheuser Busch Inbev Foreign Common Stocks (BUD) 0.0 $1.4k 22.00 64.05
Conocophillips Common Stocks (COP) 0.0 $1.4k 15.00 93.60
Kkr & Co Common Stocks (KKR) 0.0 $1.4k 11.00 127.45
Icici Bank Foreign Common Stocks (IBN) 0.0 $1.4k 46.00 29.80
O Reilly Automotive Common Stocks (ORLY) 0.0 $1.4k 15.00 91.20
Intuit Common Stocks (INTU) 0.0 $1.3k 2.00 662.50
Vngrd Ftse All World Etf Etf - Equity (VEU) 0.0 $1.3k 18.00 73.56
Sherwin Williams Common Stocks (SHW) 0.0 $1.3k 4.00 324.00
Zoetis Common Stocks (ZTS) 0.0 $1.3k 10.00 125.80
Draftkings Inc New A Common Stocks (DKNG) 0.0 $1.2k 35.00 34.46
Crown Castle Real Estate Investment (CCI) 0.0 $1.2k 13.00 88.85
Copart Common Stocks (CPRT) 0.0 $1.1k 29.00 39.14
Palo Alto Networks Common Stocks (PANW) 0.0 $1.1k 6.00 184.17
Wabtec Common Stocks (WAB) 0.0 $1.1k 5.00 213.40
Illinois Tool Works Common Stocks (ITW) 0.0 $985.000000 4.00 246.25
Sap Se Foreign Common Stocks (SAP) 0.0 $972.000000 4.00 243.00
Coca-cola Europac Prtnrs Foreign Common Stocks (CCEP) 0.0 $907.000000 10.00 90.70
Dimensional Intrnl Vctr Eqt Etf Etf - Equity (DXIV) 0.0 $651.000000 10.00 65.10
Dimensional Us Vector Equity Etf Etf - Equity (DXUV) 0.0 $538.000200 9.00 59.78
Bellring Brands Common Stocks (BRBR) 0.0 $267.000000 10.00 26.70
Organon & Co Common Stocks (OGN) 0.0 $172.000800 24.00 7.17