Morton Brown Family Wealth

Morton Brown Family Wealth as of Dec. 31, 2024

Portfolio Holdings for Morton Brown Family Wealth

Morton Brown Family Wealth holds 284 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
Schwab U.s. Broad Market Etf Etf (SCHB) 28.2 $81M 3.6M 22.70
Avantis Emerging Markets Equity Etf Etf (AVEM) 8.4 $24M 410k 58.79
Ishares National Muni Bond Etf Etf (MUB) 7.4 $21M 200k 106.55
Vanguard Ftse Developed Markets Etf Etf (VEA) 7.1 $20M 424k 47.82
Avantis U.s. Small Cap Value Etf Etf (AVUV) 6.4 $18M 189k 96.53
Avantis International Small Cap Value Etf Etf (AVDV) 4.6 $13M 202k 65.08
Spdr S&p 500 Etf Trust Etf (SPY) 4.4 $13M 21k 586.09
Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 3.9 $11M 462k 24.29
Ishares Global Reit Etf Etf (REET) 3.3 $9.4M 391k 23.97
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 2.9 $8.2M 103k 80.27
Pimco Intermed Muni Bond Etf (MUNI) 2.5 $7.3M 141k 51.73
Vanguard Total International Bond Etf Etf (BNDX) 2.5 $7.2M 147k 49.05
Ishares Short-term National Muni Bond Etf Etf (SUB) 2.2 $6.3M 60k 105.48
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.3 $3.6M 46k 78.01
Schwab International Small-cap Equity Etf Etf (SCHC) 1.0 $2.8M 81k 34.33
Ishares Msci Eafe Etf Etf (EFA) 0.9 $2.7M 36k 75.61
Ishares Core High Dividend Etf Etf (HDV) 0.9 $2.6M 24k 112.26
Apple Stock (AAPL) 0.8 $2.3M 9.0k 250.42
Ishares Core Msci Eafe Etf Etf (IEFA) 0.7 $2.1M 30k 70.28
Vanguard Small-cap Etf Etf (VB) 0.7 $2.0M 8.3k 240.28
Vanguard Total Stock Market Etf Etf (VTI) 0.5 $1.6M 5.3k 289.83
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $1.5M 3.0k 511.25
Broadcom Stock (AVGO) 0.5 $1.5M 6.6k 231.84
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.4 $1.3M 29k 44.04
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.4 $1.1M 9.7k 114.48
Ishares Esg Aware Msci Usa Etf Etf (ESGU) 0.4 $1.0M 7.9k 128.82
Microsoft Corp Stock (MSFT) 0.3 $985k 2.3k 421.48
Ishares Russell 2000 Etf Etf (IWM) 0.3 $960k 4.3k 220.96
Spdr S&p 600 Small Cap Value Etf Etf (SLYV) 0.3 $953k 11k 87.25
Air Prods & Chems Stock (APD) 0.3 $839k 2.9k 290.04
Vanguard Total International Stock Etf Etf (VXUS) 0.3 $795k 14k 58.93
Vanguard Mid-cap Growth Etf Etf (VOT) 0.2 $594k 2.3k 253.75
Bank America Corp Stock (BAC) 0.2 $544k 12k 43.95
Ishares Esg Aware Msci Eafe Etf Etf (ESGD) 0.2 $502k 6.6k 76.14
Crossamerica Partners Lp Ut Ltd Ptn Int Stock (CAPL) 0.2 $442k 20k 22.00
Nvidia Corporation Stock (NVDA) 0.2 $442k 3.3k 134.30
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $409k 903.00 453.28
Avantis Real Estate Etf Etf (AVRE) 0.1 $393k 9.4k 41.92
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $388k 6.2k 62.31
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) 0.1 $377k 6.5k 57.99
Ishares Core Growth Allocation Etf Etf (AOR) 0.1 $371k 6.5k 57.32
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $367k 624.00 588.68
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $345k 16k 22.07
Schwab International Equity Etf Etf (SCHF) 0.1 $331k 18k 18.50
Interdigital Stock (IDCC) 0.1 $300k 1.6k 193.72
Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $286k 12k 23.18
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $286k 712.00 401.32
Mcdonalds Corp Stock (MCD) 0.1 $278k 958.00 289.79
Vanguard Real Estate Etf Etf (VNQ) 0.1 $266k 3.0k 89.08
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.1 $261k 9.4k 27.87
Disney Walt Stock (DIS) 0.1 $261k 2.3k 111.35
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC) 0.1 $253k 11k 23.93
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $253k 7.4k 34.13
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $250k 2.3k 108.61
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML) 0.1 $228k 5.4k 42.05
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $226k 1.8k 128.62
Marriott Intl Inc New Cl A Stock (MAR) 0.1 $221k 793.00 278.94
Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.1 $214k 6.4k 33.39
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $210k 1.8k 115.55
Vanguard S&p Mid-cap 400 Growth Etf Etf (IVOG) 0.1 $197k 1.8k 112.69
Qualcomm Stock (QCOM) 0.1 $178k 1.2k 153.62
Amgen Stock (AMGN) 0.1 $175k 670.00 260.64
Ppl Corp Stock (PPL) 0.1 $170k 5.2k 32.46
Northrop Grumman Corp Stock (NOC) 0.1 $159k 338.00 469.59
Ishares Esg Aware Usd Corporate Bond Etf Etf (SUSC) 0.1 $154k 6.8k 22.72
Ishares Trust Ishares Usd Green Bond Etf Etf (BGRN) 0.1 $154k 3.3k 46.62
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.1 $149k 2.6k 58.00
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) 0.0 $141k 2.7k 52.16
Dimensional Us Small Cap Value Etf Etf (DFSV) 0.0 $140k 4.6k 30.78
Paychex Stock (PAYX) 0.0 $138k 985.00 140.22
Rtx Corporation Stock (RTX) 0.0 $137k 1.2k 115.68
Eli Lilly & Co Stock (LLY) 0.0 $137k 177.00 772.00
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $128k 2.5k 51.51
Exxon Mobil Corp Stock (XOM) 0.0 $125k 1.2k 107.53
Spdr Gold Shares Etf (GLD) 0.0 $122k 503.00 242.13
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG) 0.0 $121k 1.0k 116.31
Union Pac Corp Stock (UNP) 0.0 $115k 504.00 228.13
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.0 $115k 1.8k 62.95
Meta Platforms Inc Cl A Stock (META) 0.0 $110k 188.00 585.51
Caterpillar Stock (CAT) 0.0 $105k 290.00 362.76
Ishares Core S&p Small Cap Etf Etf (IJR) 0.0 $100k 866.00 115.22
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.0 $100k 4.0k 24.70
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $96k 956.00 100.60
Vanguard Extended Market Etf Etf (VXF) 0.0 $95k 500.00 190.00
Comerica Stock (CMA) 0.0 $94k 1.5k 61.85
Amazon Stock (AMZN) 0.0 $91k 414.00 219.39
Walmart Stock (WMT) 0.0 $88k 978.00 90.31
American Wtr Wks Stock (AWK) 0.0 $87k 700.00 124.49
Block Inc Cl A Stock (XYZ) 0.0 $85k 1.0k 84.99
Ameriprise Finl Stock (AMP) 0.0 $85k 159.00 532.43
Nike Inc Cl B Stock (NKE) 0.0 $84k 1.1k 75.67
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $80k 2.9k 27.71
Universal Display Corp Stock (OLED) 0.0 $73k 500.00 146.20
Nextera Energy Stock (NEE) 0.0 $73k 1.0k 71.69
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $72k 381.00 189.14
Home Depot Stock (HD) 0.0 $66k 170.00 388.99
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.0 $66k 471.00 139.35
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $64k 150.00 425.50
Vanguard Growth Etf Etf (VUG) 0.0 $59k 143.00 410.44
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $55k 899.00 61.34
Kellanova Stock (K) 0.0 $55k 676.00 80.97
Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $54k 578.00 92.59
Automatic Data Processing Stock (ADP) 0.0 $51k 175.00 292.73
Vanguard Dividend Appreciation Etf Etf (VIG) 0.0 $51k 261.00 195.54
Corning Stock (GLW) 0.0 $48k 1.0k 47.52
Starbucks Corp Stock (SBUX) 0.0 $46k 505.00 91.22
International Business Machs Stock (IBM) 0.0 $46k 207.00 219.83
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $46k 761.00 59.73
Vanguard Value Etf Etf (VTV) 0.0 $45k 265.00 169.30
Advanced Micro Devices Stock (AMD) 0.0 $42k 350.00 120.79
Cisco Sys Stock (CSCO) 0.0 $42k 704.00 59.17
Costco Whsl Corp Stock (COST) 0.0 $42k 45.00 923.13
Tesla Stock (TSLA) 0.0 $40k 100.00 403.84
Omnicom Group Stock (OMC) 0.0 $40k 459.00 86.04
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $38k 200.00 190.44
Emerson Elec Stock (EMR) 0.0 $37k 300.00 123.93
Cognizant Technology Solutions Cl A Stock (CTSH) 0.0 $37k 480.00 76.90
Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $37k 479.00 76.15
Pepsico Stock (PEP) 0.0 $35k 233.00 152.06
United Parcel Service Inc Cl B Stock (UPS) 0.0 $35k 276.00 126.10
Gilead Sciences Stock (GILD) 0.0 $35k 376.00 92.37
Pfizer Stock (PFE) 0.0 $35k 1.3k 26.52
Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $34k 246.00 137.57
Jpmorgan Chase & Co Stock (JPM) 0.0 $32k 134.00 240.57
Ge Aerospace Stock (GE) 0.0 $32k 192.00 166.79
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $32k 1.2k 27.32
American Elec Pwr Stock (AEP) 0.0 $31k 334.00 92.23
Goldman Sachs Group Stock (GS) 0.0 $30k 52.00 577.17
Southern Stock (SO) 0.0 $26k 314.00 82.32
Vanguard Information Technology Etf Etf (VGT) 0.0 $25k 40.00 621.80
Phillips 66 Stock (PSX) 0.0 $24k 207.00 113.93
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $24k 127.00 185.13
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $23k 407.00 57.53
Procter And Gamble Stock (PG) 0.0 $23k 136.00 167.65
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.0 $22k 281.00 76.61
Vanguard S&p 500 Etf Etf (VOO) 0.0 $21k 39.00 538.82
Airbnb Inc Com Cl A Stock (ABNB) 0.0 $20k 150.00 131.41
Keycorp Stock (KEY) 0.0 $19k 1.1k 17.14
Seagate Technology Hldngs Plc Ord Stock (STX) 0.0 $18k 211.00 86.31
Johnson & Johnson Stock (JNJ) 0.0 $18k 125.00 144.62
Truist Finl Corp Stock (TFC) 0.0 $18k 410.00 43.38
Ugi Corp Stock (UGI) 0.0 $18k 627.00 28.25
Sanofi Adr (SNY) 0.0 $18k 367.00 48.23
Chevron Corp Stock (CVX) 0.0 $17k 118.00 144.84
Carrier Global Corporation Stock (CARR) 0.0 $17k 247.00 68.26
Vanguard Mid-cap Etf Etf (VO) 0.0 $17k 63.00 264.13
Diamondback Energy Stock (FANG) 0.0 $16k 100.00 163.83
Shopify Inc Cl A Stock (SHOP) 0.0 $16k 150.00 106.33
Ge Vernova Stock (GEV) 0.0 $16k 47.00 328.94
Us Bancorp Del Stock (USB) 0.0 $15k 323.00 47.79
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $15k 66.00 232.52
Verizon Communications Stock (VZ) 0.0 $15k 375.00 39.99
Morgan Stanley Stock (MS) 0.0 $15k 118.00 125.72
Freshpet Stock (FRPT) 0.0 $15k 100.00 148.11
Marathon Pete Corp Stock (MPC) 0.0 $15k 104.00 139.50
Salesforce Stock (CRM) 0.0 $14k 42.00 334.33
Snowflake Inc Cl A Stock (SNOW) 0.0 $14k 90.00 154.41
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 0.0 $14k 164.00 83.58
Netflix Stock (NFLX) 0.0 $13k 15.00 891.33
Joby Aviation Stock (JOBY) 0.0 $13k 1.6k 8.13
3M Stock (MMM) 0.0 $13k 100.00 129.09
First Trust Preferred Securities & Income Etf Etf (FPE) 0.0 $12k 700.00 17.70
Viking Therapeutics Stock (VKTX) 0.0 $12k 300.00 40.24
American Express Stock (AXP) 0.0 $12k 40.00 296.80
Tapestry Stock (TPR) 0.0 $12k 180.00 65.33
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $12k 70.00 164.17
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $11k 219.00 52.22
Bristol-myers Squibb Stock (BMY) 0.0 $11k 200.00 56.56
Ishares Esg Advanced Msci Usa Etf Etf (USXF) 0.0 $11k 216.00 49.72
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.0 $11k 401.00 26.63
Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $11k 38.00 280.05
Boeing Stock (BA) 0.0 $11k 60.00 177.00
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $11k 200.00 53.05
Ishares Biotechnology Etf Etf (IBB) 0.0 $10k 79.00 131.85
Prudential Finl Stock (PRU) 0.0 $10k 85.00 118.53
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.0 $10k 344.00 29.01
Jacobs Solutions Stock (J) 0.0 $9.5k 71.00 133.62
Icon Stock (ICLR) 0.0 $9.4k 45.00 209.71
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $9.2k 354.00 26.07
Comcast Corp New Cl A Stock (CMCSA) 0.0 $8.7k 232.00 37.53
Vanguard Long-term Treasury Etf Etf (VGLT) 0.0 $8.6k 156.00 55.35
Alibaba Group Hldg Adr (BABA) 0.0 $8.5k 100.00 84.79
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $8.5k 93.00 90.92
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $8.3k 82.00 101.52
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) 0.0 $8.2k 174.00 47.39
At&t Stock (T) 0.0 $8.2k 361.00 22.78
Astrazeneca Adr (AZN) 0.0 $7.9k 120.00 65.52
Conocophillips Stock (COP) 0.0 $7.7k 78.00 99.17
Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.0 $7.6k 187.00 40.41
Vanguard Consumer Discretionary Etf Etf (VCR) 0.0 $7.5k 20.00 373.80
General Dynamics Corp Stock (GD) 0.0 $7.1k 27.00 263.48
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $7.0k 56.00 124.96
Ark Innovation Etf Etf (ARKK) 0.0 $6.8k 120.00 56.77
Williams Cos Stock (WMB) 0.0 $6.8k 125.00 54.12
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $6.6k 147.00 45.20
Arista Networks Stock (ANET) 0.0 $6.6k 60.00 110.53
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $6.6k 84.00 78.61
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.0 $6.5k 127.00 51.25
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $6.4k 36.00 178.08
Cava Group Stock (CAVA) 0.0 $5.6k 50.00 112.80
Electronic Arts Stock (EA) 0.0 $5.6k 38.00 146.29
Elevance Health Stock (ELV) 0.0 $5.2k 14.00 368.93
Ge Healthcare Technologies Stock (GEHC) 0.0 $5.0k 64.00 78.19
Occidental Pete Corp Stock (OXY) 0.0 $4.9k 100.00 49.41
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $4.9k 51.00 96.82
Gap Stock (GAP) 0.0 $4.7k 200.00 23.63
Hershey Stock (HSY) 0.0 $4.6k 27.00 169.33
Kinder Morgan Inc Del Stock (KMI) 0.0 $4.2k 153.00 27.40
Enbridge Stock (ENB) 0.0 $4.0k 95.00 42.43
Adams Diversified Equity Cef (ADX) 0.0 $3.9k 194.00 20.20
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF) 0.0 $3.9k 60.00 64.62
Ally Finl Stock (ALLY) 0.0 $3.6k 101.00 36.01
Euroseas Stock (ESEA) 0.0 $3.6k 100.00 36.20
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $3.4k 18.00 190.89
Innovative Indl Pptys Reit (IIPR) 0.0 $3.3k 49.00 66.63
Visa Inc Com Cl A Stock (V) 0.0 $3.2k 10.00 316.00
Toll Brothers Stock (TOL) 0.0 $3.1k 25.00 125.96
Altria Group Stock (MO) 0.0 $3.1k 60.00 52.28
BP Adr (BP) 0.0 $3.0k 100.00 29.56
Ishares U.s. Technology Etf Etf (IYW) 0.0 $2.9k 18.00 159.50
Recursion Pharmaceuticals Inc Cl A Stock (RXRX) 0.0 $2.7k 400.00 6.76
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $2.6k 28.00 93.32
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $2.6k 113.00 22.98
Humana Stock (HUM) 0.0 $2.5k 10.00 253.70
Global Ship Lease Inc New Com Cl A Stock (GSL) 0.0 $2.2k 103.00 21.83
Zoom Communications Inc Cl A Stock (ZM) 0.0 $2.2k 27.00 81.59
Ulta Beauty Stock (ULTA) 0.0 $2.2k 5.00 435.00
Dominion Energy Stock (D) 0.0 $2.1k 39.00 53.87
Linde Stock (LIN) 0.0 $2.1k 5.00 418.60
Magna Intl Stock (MGA) 0.0 $2.1k 50.00 41.80
Ishares Msci Usa Value Factor Etf Etf (VLUE) 0.0 $2.0k 19.00 105.63
Applied Matls Stock (AMAT) 0.0 $2.0k 12.00 162.67
United Airls Hldgs Stock (UAL) 0.0 $1.9k 20.00 97.10
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $1.9k 35.00 55.46
Ishares Msci Eafe Value Etf Etf (EFV) 0.0 $1.9k 36.00 52.47
Penn Entertainment Stock (PENN) 0.0 $1.8k 90.00 19.82
Guardant Health Stock (GH) 0.0 $1.8k 58.00 30.55
Solventum Corp Stock (SOLV) 0.0 $1.7k 25.00 66.08
Ametek Stock (AME) 0.0 $1.6k 9.00 180.22
Merck & Co Stock (MRK) 0.0 $1.6k 16.00 99.50
Chefs Whse Stock (CHEF) 0.0 $1.6k 32.00 49.31
Canadian Nat Res Stock (CNQ) 0.0 $1.5k 50.00 30.88
Citigroup Stock (C) 0.0 $1.4k 20.00 70.40
Target Corp Stock (TGT) 0.0 $1.4k 10.00 135.20
Adobe Stock (ADBE) 0.0 $1.3k 3.00 444.67
Ares Capital Corp Cef (ARCC) 0.0 $1.3k 60.00 21.88
Ishares Mbs Etf Etf (MBB) 0.0 $1.2k 13.00 91.69
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.0 $1.1k 13.00 87.31
Peloton Interactive Inc Cl A Stock (PTON) 0.0 $1.1k 125.00 8.70
Yum Brands Stock (YUM) 0.0 $1.1k 8.00 134.12
Archer Aviation Inc Com Cl A Stock (ACHR) 0.0 $1.0k 104.00 9.75
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $973.000000 28.00 34.75
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $741.000000 16.00 46.31
Gladstone Invt Corp Cef (GAIN) 0.0 $689.000000 52.00 13.25
Vanguard Total Bond Market Etf Etf (BND) 0.0 $647.000100 9.00 71.89
Liberty Latin America Ltd Com Cl A Stock (LILA) 0.0 $641.996400 101.00 6.36
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $624.001700 59.00 10.58
Jazz Pharmaceuticals Plc Shs Usd Stock (JAZZ) 0.0 $616.000000 5.00 123.20
Xpeng Inc Ads Adr (XPEV) 0.0 $591.000000 50.00 11.82
Schwab 1000 Index Etf Etf (SCHK) 0.0 $566.000000 20.00 28.30
Bigcommerce Hldgs Inc Com Ser 1 Stock (CMRC) 0.0 $550.998000 90.00 6.12
Ishares Msci Acwi Etf Etf (ACWI) 0.0 $470.000000 4.00 117.50
Taysha Gene Therapies Stock (TSHA) 0.0 $450.008000 260.00 1.73
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.0 $378.000000 5.00 75.60
Iovance Biotherapeutics Stock (IOVA) 0.0 $363.001800 49.00 7.41
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $324.000000 2.00 162.00
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $288.000000 1.00 288.00
8X8 Stock (EGHT) 0.0 $267.000000 100.00 2.67
Cnfinance Hldgs Ltd Spon Ads Adr (CNF) 0.0 $238.000000 250.00 0.95
Portillos Inc Com Cl A Stock (PTLO) 0.0 $235.000000 25.00 9.40
Abcellera Biologics Stock (ABCL) 0.0 $219.997500 75.00 2.93
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.0 $171.999900 3.00 57.33
Nordic American Tankers Limite Stock (NAT) 0.0 $165.000000 66.00 2.50
Viatris Stock (VTRS) 0.0 $149.000400 12.00 12.42
The Beachbody Company Inc Com Cl A Stock (BODI) 0.0 $123.000000 20.00 6.15
American Airls Group Stock (AAL) 0.0 $122.000200 7.00 17.43
Sibanye Stillwater Adr (SBSW) 0.0 $116.000500 35.00 3.31
Teladoc Health Stock (TDOC) 0.0 $99.999900 11.00 9.09
Editas Medicine Stock (EDIT) 0.0 $82.998500 65.00 1.28
Uniti Group Reit 0.0 $44.000000 8.00 5.50
Gossamer Bio Stock (GOSS) 0.0 $23.000000 25.00 0.92
Nikola Corp Stock (NKLAQ) 0.0 $5.000000 4.00 1.25
Nauticus Robotics Stock 0.0 $2.000000 1.00 2.00
Renaissancere Hldgs Stock (RNR) 0.0 $0 0 0.00