Plan

Plancorp as of Dec. 31, 2024

Portfolio Holdings for Plancorp

Plancorp holds 319 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 14.9 $363M 11M 34.59
Dimensional Etf Trust Us Equity Market (DFUS) 12.5 $305M 4.8M 63.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.7 $261M 6.4M 40.92
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $148M 510k 289.81
Dimensional Etf Trust World Ex Us Core (DFAX) 4.2 $103M 4.1M 24.86
Dimensional Etf Trust Internatnal Val (DFIV) 4.0 $97M 2.7M 35.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.8 $93M 1.4M 65.08
Ishares Tr U S Equity Factr (LRGF) 3.8 $92M 1.5M 60.35
Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.7 $90M 1.6M 55.66
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.3 $81M 841k 96.53
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.3 $56M 905k 61.37
American Centy Etf Tr Us Eqt Etf (AVUS) 2.1 $50M 520k 96.93
Emerson Electric (EMR) 1.7 $40M 326k 123.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $33M 62k 538.81
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.3 $32M 795k 40.49
First Busey Corp Com New (BUSE) 1.3 $31M 1.3M 23.57
Apple (AAPL) 1.2 $29M 115k 250.42
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $28M 461k 60.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $16M 343k 47.82
Ishares Tr Eafe Value Etf (EFV) 0.6 $16M 298k 52.47
Microsoft Corporation (MSFT) 0.6 $15M 35k 421.50
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $15M 496k 29.20
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $12M 204k 58.79
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $11M 89k 128.82
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $11M 173k 65.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $11M 122k 89.08
Prologis (PLD) 0.4 $11M 102k 105.70
Eli Lilly & Co. (LLY) 0.4 $9.7M 13k 771.99
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $9.4M 346k 27.11
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $9.3M 72k 128.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.8M 17k 453.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $7.7M 41k 189.98
Ishares Tr Core Msci Eafe (IEFA) 0.3 $7.2M 103k 70.28
Amazon (AMZN) 0.3 $6.7M 31k 219.39
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.3 $6.7M 144k 46.13
NVIDIA Corporation (NVDA) 0.3 $6.6M 49k 134.29
UnitedHealth (UNH) 0.3 $6.5M 13k 505.87
Procter & Gamble Company (PG) 0.3 $6.1M 36k 167.65
Meta Platforms Cl A (META) 0.2 $6.0M 10k 585.51
Exxon Mobil Corporation (XOM) 0.2 $5.8M 54k 107.57
American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $5.7M 142k 40.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $5.7M 129k 44.04
Agnico (AEM) 0.2 $5.6M 72k 78.21
Wal-Mart Stores (WMT) 0.2 $4.9M 54k 90.35
Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.8M 26k 189.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $4.8M 9.4k 511.24
Bank of America Corporation (BAC) 0.2 $4.3M 98k 43.95
Barrick Gold Corp (GOLD) 0.2 $4.0M 260k 15.50
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $4.0M 86k 46.14
Tesla Motors (TSLA) 0.2 $4.0M 9.8k 403.84
Harmony Gold Mining Sponsored Adr (HMY) 0.2 $3.8M 468k 8.21
Pepsi (PEP) 0.2 $3.7M 25k 152.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $3.7M 6.3k 586.11
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $3.6M 147k 24.70
Post Holdings Inc Common (POST) 0.1 $3.5M 31k 114.46
Commerce Bancshares (CBSH) 0.1 $3.5M 55k 62.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.4M 11k 322.15
Enterprise Financial Services (EFSC) 0.1 $3.3M 59k 56.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $3.2M 125k 25.37
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $3.1M 41k 76.14
Union Pacific Corporation (UNP) 0.1 $3.1M 13k 228.04
Abbvie (ABBV) 0.1 $2.9M 17k 177.70
McDonald's Corporation (MCD) 0.1 $2.9M 9.9k 289.88
Ishares Core Msci Emkt (IEMG) 0.1 $2.9M 55k 52.22
Imperial Oil Com New (IMO) 0.1 $2.8M 46k 61.60
Merck & Co (MRK) 0.1 $2.8M 28k 99.48
Costco Wholesale Corporation (COST) 0.1 $2.8M 3.0k 916.36
Ishares Tr Core S&p500 Etf (IVV) 0.1 $2.7M 4.5k 588.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.6M 114k 23.18
Ishares Tr Select Divid Etf (DVY) 0.1 $2.6M 20k 131.29
Pfizer (PFE) 0.1 $2.6M 98k 26.53
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.6M 6.3k 410.41
Vanguard Index Fds Value Etf (VTV) 0.1 $2.5M 15k 169.30
Franco-Nevada Corporation (FNV) 0.1 $2.5M 21k 117.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $2.5M 13k 198.19
American Centy Etf Tr International Lr (AVIV) 0.1 $2.5M 47k 51.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.5M 32k 77.27
Abbott Laboratories (ABT) 0.1 $2.4M 22k 113.11
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $2.4M 36k 66.77
JPMorgan Chase & Co. (JPM) 0.1 $2.4M 9.8k 239.71
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.2M 19k 115.22
Johnson & Johnson (JNJ) 0.1 $2.2M 15k 144.62
Vanguard World Mega Grwth Ind (MGK) 0.1 $2.2M 6.4k 343.41
Us Bancorp Del Com New (USB) 0.1 $2.2M 45k 47.83
Wheaton Precious Metals Corp (WPM) 0.1 $2.2M 38k 56.24
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.1M 11k 190.44
Reddit Cl A (RDDT) 0.1 $2.1M 13k 163.44
Home Depot (HD) 0.1 $2.0M 5.1k 389.00
American Centy Etf Tr Avantis Us Larg (AVLC) 0.1 $2.0M 29k 67.55
Boeing Company (BA) 0.1 $1.9M 11k 177.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M 4.8k 401.58
Broadcom (AVGO) 0.1 $1.9M 8.2k 231.84
salesforce (CRM) 0.1 $1.9M 5.6k 334.33
Ge Aerospace Com New (GE) 0.1 $1.8M 11k 166.79
Visa Com Cl A (V) 0.1 $1.7M 5.4k 316.04
Coeur Mng Com New (CDE) 0.1 $1.7M 299k 5.72
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.7M 6.2k 269.70
International Business Machines (IBM) 0.1 $1.6M 7.3k 219.83
Chevron Corporation (CVX) 0.1 $1.6M 11k 144.84
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $1.6M 29k 54.36
O'reilly Automotive (ORLY) 0.1 $1.5M 1.3k 1185.80
Oracle Corporation (ORCL) 0.1 $1.5M 8.9k 166.64
Mastercard Incorporated Cl A (MA) 0.1 $1.4M 2.7k 526.60
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.4M 13k 105.48
Comcast Corp Cl A (CMCSA) 0.1 $1.4M 37k 37.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.4M 23k 58.93
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M 49k 27.32
ESCO Technologies (ESE) 0.1 $1.3M 9.6k 133.21
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 46k 27.87
Energizer Holdings (ENR) 0.1 $1.2M 36k 34.89
American Centy Etf Tr Avantis Inflatin (AVIE) 0.1 $1.2M 20k 60.14
Ameren Corporation (AEE) 0.1 $1.2M 14k 89.14
Cisco Systems (CSCO) 0.0 $1.2M 20k 59.20
Qualcomm (QCOM) 0.0 $1.2M 7.8k 153.62
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $1.2M 18k 64.62
Edgewell Pers Care (EPC) 0.0 $1.2M 34k 33.60
Nextera Energy (NEE) 0.0 $1.1M 16k 71.69
Alamos Gold Com Cl A (AGI) 0.0 $1.1M 62k 18.44
American Express Company (AXP) 0.0 $1.1M 3.8k 296.79
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.1M 4.3k 264.15
Pan American Silver Corp Can (PAAS) 0.0 $1.1M 55k 20.22
Netflix (NFLX) 0.0 $1.1M 1.2k 891.32
Royal Gold (RGLD) 0.0 $1.1M 8.1k 131.86
Wells Fargo & Company (WFC) 0.0 $1.0M 15k 70.24
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $1.0M 13k 81.25
Ge Vernova (GEV) 0.0 $1.0M 3.1k 328.93
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $1.0M 20k 51.70
Automatic Data Processing (ADP) 0.0 $1.0M 3.5k 292.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.0M 39k 25.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $996k 7.8k 127.59
Calumet (CLMT) 0.0 $991k 45k 22.02
Franklin Electric (FELE) 0.0 $978k 10k 97.45
Ishares Tr S&p 100 Etf (OEF) 0.0 $975k 3.4k 288.85
Danaher Corporation (DHR) 0.0 $929k 4.0k 229.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $925k 16k 57.41
Vanguard World Inf Tech Etf (VGT) 0.0 $910k 1.5k 621.76
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $901k 12k 74.02
Ishares Tr Msci Usa Value (VLUE) 0.0 $897k 8.5k 105.61
Caterpillar (CAT) 0.0 $891k 2.5k 362.79
Verizon Communications (VZ) 0.0 $869k 22k 39.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $867k 3.4k 253.75
Colgate-Palmolive Company (CL) 0.0 $865k 9.5k 90.91
American Centy Etf Tr Avantis Us Mid C (AVMC) 0.0 $843k 13k 64.99
Philip Morris International (PM) 0.0 $836k 6.9k 120.36
At&t (T) 0.0 $833k 37k 22.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $813k 17k 49.05
Coca-Cola Company (KO) 0.0 $812k 13k 62.26
Amgen (AMGN) 0.0 $790k 3.0k 260.68
Centene Corporation (CNC) 0.0 $781k 13k 60.58
Texas Instruments Incorporated (TXN) 0.0 $778k 4.1k 187.51
Cigna Corp (CI) 0.0 $756k 2.7k 276.17
Grayscale Ethereum Trust Etf SHS (ETHE) 0.0 $755k 27k 28.02
Walt Disney Company (DIS) 0.0 $730k 6.6k 111.36
Nike CL B (NKE) 0.0 $728k 9.6k 75.67
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $724k 12k 62.31
Chubb (CB) 0.0 $719k 2.6k 276.30
Microstrategy Cl A New (MSTR) 0.0 $719k 2.5k 289.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $689k 30k 22.70
Bristol Myers Squibb (BMY) 0.0 $667k 12k 56.56
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.0 $667k 13k 51.83
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $658k 6.5k 101.53
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.0 $652k 4.5k 144.61
Macerich Company (MAC) 0.0 $648k 33k 19.92
Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $645k 9.5k 67.50
Regeneron Pharmaceuticals (REGN) 0.0 $640k 899.00 712.33
3M Company (MMM) 0.0 $635k 4.9k 129.09
Vanguard Index Fds Small Cp Etf (VB) 0.0 $628k 2.6k 240.28
Advanced Micro Devices (AMD) 0.0 $620k 5.1k 120.79
Shopify Cl A (SHOP) 0.0 $605k 5.7k 106.33
Regions Financial Corporation (RF) 0.0 $595k 25k 23.52
Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $592k 88k 6.76
Accenture Plc Ireland Shs Class A (ACN) 0.0 $590k 1.7k 351.83
AFLAC Incorporated (AFL) 0.0 $586k 5.7k 103.44
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $585k 2.0k 287.85
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $581k 22k 26.07
American Centy Etf Tr Avantis All Eqt (AVGE) 0.0 $580k 8.0k 72.37
Ishares Tr Russell 2000 Etf (IWM) 0.0 $579k 2.6k 220.96
Anthem (ELV) 0.0 $577k 1.6k 368.90
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $571k 1.0k 569.58
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $567k 2.0k 280.13
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $565k 2.9k 195.83
Mondelez Intl Cl A (MDLZ) 0.0 $562k 9.4k 59.73
Raytheon Technologies Corp (RTX) 0.0 $560k 4.8k 115.72
Gilead Sciences (GILD) 0.0 $559k 6.1k 92.37
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $559k 2.9k 190.91
Intuit (INTU) 0.0 $559k 889.00 628.50
McKesson Corporation (MCK) 0.0 $559k 980.00 569.91
Palantir Technologies Cl A (PLTR) 0.0 $556k 7.4k 75.63
Ishares Esg Awr Msci Em (ESGE) 0.0 $549k 16k 33.39
Digitalocean Hldgs (DOCN) 0.0 $548k 16k 34.07
Reliance Steel & Aluminum (RS) 0.0 $541k 2.0k 269.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $522k 2.8k 185.16
TJX Companies (TJX) 0.0 $519k 4.3k 120.81
Eaton Corp SHS (ETN) 0.0 $504k 1.5k 331.98
Linde SHS (LIN) 0.0 $502k 1.2k 418.67
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $501k 1.2k 425.37
Lowe's Companies (LOW) 0.0 $495k 2.0k 246.80
Honeywell International (HON) 0.0 $483k 2.1k 225.89
Kinder Morgan (KMI) 0.0 $482k 18k 27.40
AutoZone (AZO) 0.0 $480k 150.00 3202.00
Vertiv Holdings Com Cl A (VRT) 0.0 $475k 4.2k 113.61
Enterprise Products Partners (EPD) 0.0 $471k 15k 31.36
Novartis Sponsored Adr (NVS) 0.0 $469k 4.8k 97.31
PNC Financial Services (PNC) 0.0 $467k 2.4k 192.85
Applied Materials (AMAT) 0.0 $462k 2.8k 162.63
General Mills (GIS) 0.0 $454k 7.1k 63.77
M&T Bank Corporation (MTB) 0.0 $454k 2.4k 188.01
Lockheed Martin Corporation (LMT) 0.0 $448k 921.00 485.94
FedEx Corporation (FDX) 0.0 $431k 1.5k 281.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $426k 4.8k 88.40
Corning Incorporated (GLW) 0.0 $425k 9.0k 47.52
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $421k 2.6k 161.78
Bellring Brands Common Stock (BRBR) 0.0 $404k 5.4k 75.34
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $404k 15k 27.71
Altria (MO) 0.0 $400k 7.7k 52.29
Corteva (CTVA) 0.0 $399k 7.0k 56.96
ConocoPhillips (COP) 0.0 $399k 4.0k 99.18
Ionis Pharmaceuticals (IONS) 0.0 $389k 11k 34.96
Air Products & Chemicals (APD) 0.0 $388k 1.3k 290.04
Goldman Sachs (GS) 0.0 $385k 672.00 572.93
Wec Energy Group (WEC) 0.0 $384k 4.1k 94.04
Dimensional Etf Trust World Equity Etf (DFAW) 0.0 $382k 6.1k 62.46
Norfolk Southern (NSC) 0.0 $372k 1.6k 234.70
Palo Alto Networks (PANW) 0.0 $371k 2.0k 181.96
BP Sponsored Adr (BP) 0.0 $370k 13k 29.56
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $367k 4.0k 92.66
Fastenal Company (FAST) 0.0 $367k 5.1k 71.91
Yum! Brands (YUM) 0.0 $366k 2.7k 134.18
Phillips 66 (PSX) 0.0 $364k 3.2k 113.92
Sempra Energy (SRE) 0.0 $354k 4.0k 87.71
Ishares Tr Russell 3000 Etf (IWV) 0.0 $348k 1.0k 334.25
American Centy Etf Tr Avantis Respon U (AVSU) 0.0 $347k 5.3k 66.12
Stryker Corporation (SYK) 0.0 $339k 941.00 360.05
Marriott Intl Cl A (MAR) 0.0 $333k 1.2k 278.94
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $328k 6.2k 53.05
Target Corporation (TGT) 0.0 $327k 2.4k 135.19
Becton, Dickinson and (BDX) 0.0 $327k 1.4k 226.87
Servicenow (NOW) 0.0 $327k 308.00 1060.12
American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $325k 5.8k 55.68
Woodward Governor Company (WWD) 0.0 $323k 1.9k 166.42
Morgan Stanley Com New (MS) 0.0 $322k 2.6k 125.72
Roper Industries (ROP) 0.0 $321k 617.00 519.85
Sandstorm Gold Com New (SAND) 0.0 $319k 57k 5.58
S&p Global (SPGI) 0.0 $316k 635.00 498.03
Cardinal Health (CAH) 0.0 $315k 2.7k 118.27
Southern Company (SO) 0.0 $313k 3.8k 82.32
Progressive Corporation (PGR) 0.0 $312k 1.3k 239.61
American Centy Etf Tr Avantis Us Mid C (AVMV) 0.0 $310k 4.8k 65.28
United Parcel Service CL B (UPS) 0.0 $301k 2.4k 126.08
Rockwell Automation (ROK) 0.0 $300k 1.0k 285.79
Kimberly-Clark Corporation (KMB) 0.0 $299k 2.3k 131.04
Prudential Financial (PRU) 0.0 $298k 2.5k 118.52
Travelers Companies (TRV) 0.0 $298k 1.2k 240.89
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $294k 8.7k 33.79
American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $290k 5.8k 50.43
AmerisourceBergen (COR) 0.0 $288k 1.3k 224.68
Blackstone Group Inc Com Cl A (BX) 0.0 $287k 1.7k 172.42
Ecolab (ECL) 0.0 $286k 1.2k 234.32
Vanguard World Mega Cap Val Etf (MGV) 0.0 $281k 2.3k 124.91
Illinois Tool Works (ITW) 0.0 $278k 1.1k 253.56
D.R. Horton (DHI) 0.0 $278k 2.0k 139.83
Ea Series Trust Ea Bridgeway Omn (BSVO) 0.0 $277k 13k 21.65
Ishares Tr Tips Bd Etf (TIP) 0.0 $276k 2.6k 106.55
Thermo Fisher Scientific (TMO) 0.0 $276k 530.00 520.23
Starbucks Corporation (SBUX) 0.0 $269k 2.9k 91.25
United Rentals (URI) 0.0 $268k 381.00 704.44
Exelixis (EXEL) 0.0 $265k 8.0k 33.30
Lincoln National Corporation (LNC) 0.0 $262k 8.2k 31.71
Adobe Systems Incorporated (ADBE) 0.0 $256k 576.00 444.68
TransDigm Group Incorporated (TDG) 0.0 $256k 202.00 1267.28
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $255k 1.3k 197.42
Blackrock (BLK) 0.0 $253k 247.00 1025.11
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $253k 1.9k 132.09
Ishares Silver Tr Ishares (SLV) 0.0 $251k 9.5k 26.33
Boston Scientific Corporation (BSX) 0.0 $250k 2.8k 89.32
Ishares Tr Glob Indstrl Etf (EXI) 0.0 $249k 1.8k 141.23
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $245k 2.5k 96.92
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $245k 3.1k 78.19
Marathon Petroleum Corp (MPC) 0.0 $242k 1.7k 139.50
Synopsys (SNPS) 0.0 $242k 498.00 485.36
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $239k 2.6k 92.58
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $237k 5.7k 41.27
Coinbase Global Com Cl A (COIN) 0.0 $236k 949.00 248.30
Trane Technologies SHS (TT) 0.0 $235k 637.00 369.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $235k 13k 18.50
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $234k 5.6k 41.61
Biogen Idec (BIIB) 0.0 $233k 1.5k 152.92
Analog Devices (ADI) 0.0 $231k 1.1k 212.46
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $231k 1.8k 126.75
Dimensional Etf Trust Global Core Plus (DFGP) 0.0 $231k 4.4k 52.83
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $230k 4.9k 46.88
Fair Isaac Corporation (FICO) 0.0 $229k 115.00 1990.93
The Trade Desk Com Cl A (TTD) 0.0 $228k 1.9k 117.53
Paypal Holdings (PYPL) 0.0 $228k 2.7k 85.35
Ishares Tr Global Tech Etf (IXN) 0.0 $228k 2.7k 84.74
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $227k 6.2k 36.36
Canadian Natural Resources (CNQ) 0.0 $226k 7.3k 30.87
Waste Management (WM) 0.0 $225k 1.1k 201.79
Deere & Company (DE) 0.0 $225k 530.00 423.98
Intuitive Surgical Com New (ISRG) 0.0 $224k 430.00 521.96
Ameriprise Financial (AMP) 0.0 $224k 421.00 532.43
American Centy Etf Tr Avantis Moderat (AVMA) 0.0 $218k 3.8k 58.14
Royal Caribbean Cruises (RCL) 0.0 $218k 945.00 230.69
Novo-nordisk A S Adr (NVO) 0.0 $218k 2.5k 86.02
Charles Schwab Corporation (SCHW) 0.0 $214k 2.9k 74.01
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.0 $212k 2.8k 75.81
Copart (CPRT) 0.0 $205k 3.6k 57.39
Cadence Design Systems (CDNS) 0.0 $204k 680.00 300.46
American Centy Etf Tr Avantis Emerging (AVXC) 0.0 $202k 4.1k 49.54
Kla Corp Com New (KLAC) 0.0 $201k 319.00 630.12
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $182k 22k 8.28
Ford Motor Company (F) 0.0 $165k 17k 9.90
Aurora Innovation Class A Com (AUR) 0.0 $164k 26k 6.30
Riot Blockchain (RIOT) 0.0 $136k 13k 10.21
Ellington Credit Company Com Shs Ben Int (EARN) 0.0 $100k 15k 6.62
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $98k 10k 9.81
Hive Digital Technologies Lt Com New (HIVE) 0.0 $57k 20k 2.85
Digital Turbine Com New (APPS) 0.0 $36k 21k 1.69
Genelux Corporation (GNLX) 0.0 $24k 10k 2.36