Spinnaker Trust

Spinnaker Trust as of June 30, 2025

Portfolio Holdings for Spinnaker Trust

Spinnaker Trust holds 290 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Portfolio S&P 500 ETF Equities (SPLG) 9.0 $149M 2.1M 72.69
Technology Select Sector SPDR Equities (XLK) 6.1 $101M 400k 253.23
iShares ESG MSCI EAFE ETF Equities (ESGD) 5.6 $93M 1.0M 89.22
iShares MSCI USA ESG Select ETF Equities (SUSA) 4.5 $75M 595k 126.75
iShares Core 1-5 Year USD Bond Equities (ISTB) 3.9 $65M 1.3M 48.65
3M Company Equities (MMM) 3.8 $62M 410k 152.24
Microsoft Corp Equities (MSFT) 3.5 $58M 116k 497.41
Apple Equities (AAPL) 2.6 $44M 212k 205.17
Berkshire Hathaway Inc - CL B Equities (BRK.B) 2.3 $38M 79k 485.77
BlackRock US Equity Factor Rota Equities (DYNF) 1.7 $28M 505k 54.46
iShares Gold Trust Equities (IAU) 1.6 $27M 438k 62.36
Financial Select Sector SPDR Equities (XLF) 1.6 $26M 493k 52.37
Healthcare Select Sector SPDR Equities (XLV) 1.5 $25M 184k 134.79
SPDR Portfolio S&P 600 Small Ca Equities (SPSM) 1.4 $23M 539k 42.60
SPDR S&P 500 ETF Trust Equities (SPY) 1.4 $23M 37k 617.85
Consumer Discretionary Select S Equities (XLY) 1.3 $22M 102k 217.33
Invesco QQQ Trust Equities (QQQ) 1.3 $22M 40k 551.63
Ares Capital Corporation Equities (ARCC) 1.2 $20M 904k 21.96
JPMorgan Chase & Co Equities (JPM) 1.1 $19M 64k 289.90
Alphabet Inc CL C Equities (GOOG) 1.1 $18M 102k 177.39
SPDR Portfolio Long Term Treasu Equities (SPTL) 1.0 $17M 651k 26.58
Home Depot Equities (HD) 1.0 $16M 44k 366.64
Broadcom Equities (AVGO) 1.0 $16M 58k 275.65
Amazon Equities (AMZN) 0.9 $16M 72k 219.38
Goldman Sachs Access Ultra Shor Equities (GSST) 0.9 $16M 308k 50.56
SPDR S&P 500 Fossil Fuel Reserv Equities (SPYX) 0.9 $15M 299k 50.93
iShares ESG Advanced MSCI USA E Equities (USXF) 0.9 $15M 281k 53.93
Global X Uranium ETF Equities (URA) 0.9 $15M 379k 38.81
Communication Services Select S Equities (XLC) 0.9 $15M 135k 108.53
Raytheon Technologies Corp Equities (RTX) 0.7 $13M 85k 146.02
NVIDIA Corporation Equities (NVDA) 0.7 $12M 77k 157.99
Vanguard ESG International Stoc Equities (VSGX) 0.7 $12M 183k 65.50
iShares iBonds Dec 2027 Term Equities (IBDS) 0.7 $11M 471k 24.27
Visa Inc - Class A Shares Equities (V) 0.7 $11M 31k 355.05
iShares iBonds Dec 2026 Term Equities (IBDR) 0.6 $11M 441k 24.25
JPMorgan BetaBuilders Canada ET Equities (BBCA) 0.6 $10M 126k 80.70
iShares MSCI Taiwan ETF Equities (EWT) 0.6 $9.7M 168k 57.40
Wex Equities (WEX) 0.6 $9.6M 66k 146.89
Eli Lilly & Co Equities (LLY) 0.6 $9.6M 12k 779.53
iShares iBonds Dec 2028 Term Equities (IBDT) 0.6 $9.5M 375k 25.42
Berkshire Hathaway Equities (BRK.A) 0.6 $9.5M 13.00 728800.00
iShares MSCI India Equities (INDA) 0.6 $9.4M 168k 55.68
BlackRock Equities (BLK) 0.6 $9.4M 8.9k 1049.24
Alphabet Inc CL A Equities (GOOGL) 0.5 $8.3M 47k 176.23
Chevron Corporation Equities (CVX) 0.5 $8.2M 57k 143.19
Uber Technologies Equities (UBER) 0.5 $8.2M 88k 93.30
Goldman Sachs ActiveBeta Emergi Equities (GEM) 0.5 $7.6M 205k 37.21
Costco Wholesale Corp Equities (COST) 0.5 $7.6M 7.7k 989.94
Caterpillar Inc Del Equities (CAT) 0.5 $7.6M 20k 388.21
Consumer Staples Select Sector Equities (XLP) 0.5 $7.6M 94k 80.97
Wal Mart Stores Equities (WMT) 0.4 $7.5M 77k 97.78
iShares iBonds Dec 2025 Term Equities (IBDQ) 0.4 $7.4M 292k 25.18
Exxon Mobil Corp Equities (XOM) 0.4 $7.3M 68k 107.80
Vanguard Small-Cap Value ETF Equities (VBR) 0.4 $7.2M 37k 195.01
Taiwan Semiconductor Manufactur Equities (TSM) 0.4 $7.0M 31k 226.50
Deere & Co Equities (DE) 0.4 $7.0M 14k 508.48
Industrial Select Sector SPDR Equities (XLI) 0.4 $6.8M 46k 147.52
Salesforce.com Equities (CRM) 0.4 $6.7M 25k 272.69
Unitedhealth Group Equities (UNH) 0.4 $6.6M 21k 311.97
Automatic Data Processing Equities (ADP) 0.4 $6.5M 21k 308.40
Procter & Gamble Equities (PG) 0.4 $6.5M 41k 159.32
Steel Dynamics Equities (STLD) 0.4 $6.4M 50k 128.01
iShares Semiconductor ETF Equities (SOXX) 0.4 $6.3M 26k 238.70
Nestle S A Equities (NSRGY) 0.4 $6.3M 64k 99.03
NextEra Energy Equities (NEE) 0.4 $6.0M 86k 69.42
Johnson & Johnson Equities (JNJ) 0.3 $5.7M 37k 152.75
Fidelity Total Bond ETF Equities (FBND) 0.3 $5.7M 124k 45.75
Vanguard Mid-Cap ETF Equities (VO) 0.3 $5.6M 20k 279.83
iShares ESG Aware MSCI USA ETF Equities (ESGU) 0.3 $5.6M 41k 135.30
Abbott Laboratories Equities (ABT) 0.3 $5.6M 41k 136.01
Fidelity MSCI Health Care Index Equities (FHLC) 0.3 $5.5M 86k 63.95
Apollo Global Management Equities (APO) 0.3 $5.3M 38k 141.87
Prologis Equities (PLD) 0.3 $5.2M 49k 105.12
Cisco Systems Equities (CSCO) 0.3 $5.1M 73k 69.38
iShares Core MSCI EAFE Equities (IEFA) 0.3 $5.0M 60k 83.48
iShares iBonds Dec 2029 Term Equities (IBDU) 0.3 $4.9M 210k 23.33
International Business Machines Equities (IBM) 0.3 $4.7M 16k 294.78
Church & Dwight Equities (CHD) 0.3 $4.5M 47k 96.11
Adobe Equities (ADBE) 0.3 $4.4M 11k 386.88
Thermo Fisher Scientific Equities (TMO) 0.3 $4.4M 11k 405.50
iShares S&P SmallCap 600 Index Equities (IJR) 0.2 $4.1M 37k 109.29
Mastercard Inc CL A Equities (MA) 0.2 $4.0M 7.2k 561.94
Pepsico Equities (PEP) 0.2 $4.0M 30k 132.04
Welltower Equities (WELL) 0.2 $4.0M 26k 153.73
Vanguard FTSE All-World Ex-US I Equities (VEU) 0.2 $3.9M 59k 67.22
Texas Instruments Equities (TXN) 0.2 $3.6M 18k 207.62
McDonalds Corp Equities (MCD) 0.2 $3.6M 13k 292.17
Kinder Morgan Equities (KMI) 0.2 $3.5M 119k 29.40
Merck & Co Equities (MRK) 0.2 $3.4M 44k 79.16
GE Healthcare Technologies Equities (GEHC) 0.2 $3.4M 46k 74.07
iShares MSCI All Country Asia e Equities (AAXJ) 0.2 $3.3M 40k 82.62
Emerson Elec Equities (EMR) 0.2 $3.2M 24k 133.33
Manulife Finl Corp Equities (MFC) 0.2 $3.1M 98k 31.96
AbbVie Equities (ABBV) 0.2 $3.1M 17k 185.62
Oracle Corp Equities (ORCL) 0.2 $3.1M 14k 218.63
At&t Equities (T) 0.2 $2.9M 101k 28.94
SPDR S&P Midcap 400 ETF Tr Ser Equities (MDY) 0.2 $2.9M 5.1k 566.43
Honeywell International Equities (HON) 0.2 $2.8M 12k 232.88
Pfizer Equities (PFE) 0.1 $2.5M 101k 24.24
Fidelity MSCI Information Techn Equities (FTEC) 0.1 $2.4M 12k 197.22
Idexx Laboratories Equities (IDXX) 0.1 $2.4M 4.4k 536.34
Amgen Equities (AMGN) 0.1 $2.4M 8.4k 279.21
Philip Morris International Equities (PM) 0.1 $2.3M 12k 182.13
iShares Tr Russell 2000 Index F Equities (IWM) 0.1 $2.3M 11k 215.79
GE Aerospace Equities (GE) 0.1 $2.1M 8.2k 257.39
Accenture Equities (ACN) 0.1 $2.0M 6.6k 298.89
Blackstone Group Equities (BX) 0.1 $2.0M 13k 149.58
Medtronics Equities (MDT) 0.1 $1.9M 22k 87.17
Invesco S&P 500 Equal Weight ET Equities (RSP) 0.1 $1.9M 11k 181.74
Vanguard 500 Index Fund Equities (VOO) 0.1 $1.9M 3.3k 568.03
Enterprise Bancorp Equities (EBTC) 0.1 $1.8M 45k 39.64
Vanguard Communication Services Equities (VOX) 0.1 $1.7M 10k 171.03
iShares National Amtfree Muni Equities (MUB) 0.1 $1.7M 16k 104.48
Union Pacific Corp Equities (UNP) 0.1 $1.6M 7.1k 230.08
American Express Equities (AXP) 0.1 $1.6M 5.1k 318.98
FT CBOE Vest US Equity Buffer - Equities (DDEC) 0.1 $1.6M 38k 41.76
iShares Core MSCI Emerging Mark Equities (IEMG) 0.1 $1.6M 26k 60.03
United Parcel Service Inc Cl B Equities (UPS) 0.1 $1.5M 15k 100.94
Linde Equities (LIN) 0.1 $1.5M 3.2k 469.18
iShares iBonds Dec 2027 Term Mu Equities (IBMP) 0.1 $1.5M 59k 25.35
Meta Platforms Equities (META) 0.1 $1.4M 1.9k 738.09
iShares Dow Jones US Consumer S Equities (IYC) 0.1 $1.4M 14k 99.64
iShares iBonds Dec 2028 Term Mu Equities (IBMQ) 0.1 $1.4M 54k 25.41
iShares Core S&P Mid-Cap ETF Equities (IJH) 0.1 $1.4M 22k 62.02
Comcast Corp New Cl A Equities (CMCSA) 0.1 $1.3M 38k 35.69
iShares S&P 500 Index Equities (IVV) 0.1 $1.3M 2.2k 620.90
FactSet Research Systems Equities (FDS) 0.1 $1.3M 2.9k 447.28
Verizon Communications Equities (VZ) 0.1 $1.3M 30k 43.27
iShares Global Clean Energy Equities (ICLN) 0.1 $1.3M 98k 13.11
Coca Cola Equities (KO) 0.1 $1.3M 18k 70.75
Fiserv Equities (FI) 0.1 $1.3M 7.3k 172.41
Vanguard Total Stock Market ETF Equities (VTI) 0.1 $1.2M 4.1k 303.93
SPDR Gold Trust Gold Equities (GLD) 0.1 $1.2M 4.1k 304.83
iShares iBonds Dec 2026 Term Mu Equities (IBMO) 0.1 $1.2M 48k 25.62
iShares Dow Jones US Pharmaceut Equities (IHE) 0.1 $1.2M 18k 65.54
Air Prods & Chems Equities (APD) 0.1 $1.2M 4.2k 282.06
Invesco S&P SmallCap Informatio Equities (PSCT) 0.1 $1.2M 25k 46.24
TJX Companies Equities (TJX) 0.1 $1.2M 9.4k 123.49
Booking Holdings Equities (BKNG) 0.1 $1.1M 197.00 5789.24
iShares Russell 1000 Growth Ind Equities (IWF) 0.1 $1.1M 2.6k 424.58
Blackrock Short Duration Bond E Equities (NEAR) 0.1 $1.1M 22k 51.10
Chubb Equities (CB) 0.1 $1.1M 3.8k 289.72
Entergy Corporation Equities (ETR) 0.1 $1.1M 13k 83.12
iShares TR Russell 1000 ETF Equities (IWB) 0.1 $1.1M 3.2k 339.57
CRA International Equities (CRAI) 0.1 $1.1M 5.7k 187.37
Dow Equities (DOW) 0.1 $1.1M 40k 26.48
GE Vernova Equities (GEV) 0.1 $1.1M 2.0k 529.15
Intel Corp Equities (INTC) 0.1 $1.1M 47k 22.40
Illinois Tool Works Equities (ITW) 0.1 $1.0M 4.2k 247.25
Trane Technologies Equities (TT) 0.1 $1.0M 2.4k 437.41
iShares iBonds Dec 2030 Term Equities (IBDV) 0.1 $996k 45k 21.98
L3Harris Technologies Equities (LHX) 0.1 $992k 4.0k 250.84
Vanguard FTSE Developed Markets Equities (VEA) 0.1 $962k 17k 57.01
Intuit Equities (INTU) 0.1 $948k 1.2k 787.63
Moody's Corp Equities (MCO) 0.1 $923k 1.8k 501.59
S&P Global Equities (SPGI) 0.1 $919k 1.7k 527.29
Ameriprise Finl Equities (AMP) 0.1 $899k 1.7k 533.73
Stryker Corp Equities (SYK) 0.1 $875k 2.2k 395.63
Tesla Equities (TSLA) 0.1 $869k 2.7k 317.66
Danaher Corp Del Equities (DHR) 0.1 $856k 4.3k 197.54
Goldman Sachs Group Equities (GS) 0.1 $843k 1.2k 707.75
iShares iBonds Dec 2025 Term Mu Equities (IBMN) 0.1 $840k 31k 26.76
WisdomTree SmallCap Dividend Fu Equities (DES) 0.1 $839k 26k 31.76
Waste Management Equities (WM) 0.0 $802k 3.5k 228.82
iShares Dow Jones US Medical De Equities (IHI) 0.0 $790k 13k 62.64
iShares U.S. Technology ETF Equities (IYW) 0.0 $780k 4.5k 173.27
iShares ESG Aware U.S. Aggregat Equities (EAGG) 0.0 $780k 16k 47.54
PNC Financial Services Group Equities (PNC) 0.0 $766k 4.1k 186.42
Kimberly Clark Corp Equities (KMB) 0.0 $748k 5.8k 128.92
Equifax Equities (EFX) 0.0 $742k 2.9k 259.37
Mondelez International Equities (MDLZ) 0.0 $732k 11k 67.44
Vanguard Growth ETF Equities (VUG) 0.0 $724k 1.7k 438.40
Fastenal Company Equities (FAST) 0.0 $721k 17k 42.00
Bank Of America Corporation Equities (BAC) 0.0 $715k 15k 47.32
Vanguard Emerging Markets ETF Equities (VWO) 0.0 $711k 14k 49.46
Bristol Myers Squibb Equities (BMY) 0.0 $709k 15k 46.29
Becton Dickinson and Company Equities (BDX) 0.0 $709k 4.1k 172.25
Altria Group Equities (MO) 0.0 $708k 12k 58.63
VeriSign Equities (VRSN) 0.0 $689k 2.4k 288.80
Vertex Pharmaceuticals Equities (VRTX) 0.0 $670k 1.5k 445.20
SPDR Health Care Services Equities (XHS) 0.0 $668k 6.7k 99.55
Energy Select Sector SPDR Equities (XLE) 0.0 $662k 7.8k 84.81
Eaton Corporation Equities (ETN) 0.0 $662k 1.9k 356.99
Colgate Palmolive Equities (CL) 0.0 $657k 7.2k 90.90
Novo Nordisk A/S - Spons Equities (NVO) 0.0 $656k 9.5k 69.02
Duke Energy Corp Equities (DUK) 0.0 $655k 5.6k 118.00
Paychex Equities (PAYX) 0.0 $648k 4.5k 145.46
Qualcomm Equities (QCOM) 0.0 $620k 3.9k 159.26
CVS Health Corporation Equities (CVS) 0.0 $615k 8.9k 68.98
AutoZone Equities (AZO) 0.0 $601k 163.00 3689.45
Wells Fargo & Co Equities (WFC) 0.0 $593k 7.4k 80.12
Yum Brands Equities (YUM) 0.0 $591k 4.0k 148.18
iShares Tr MSCI EAFE Index Fund Equities (EFA) 0.0 $570k 6.4k 89.39
iShares Russell 1000 Value Inde Equities (IWD) 0.0 $559k 2.9k 194.23
Progressive Corp Ohio Equities (PGR) 0.0 $552k 2.1k 266.86
Schlumberger Equities (SLB) 0.0 $551k 16k 33.80
American Tower Reit Equities (AMT) 0.0 $532k 2.4k 221.02
iShares S&P 500 Value ETF Equities (IVE) 0.0 $531k 2.7k 195.42
iShares ESG Aware MSCI USA Smal Equities (ESML) 0.0 $520k 13k 41.33
Public Storage Equities (PSA) 0.0 $518k 1.8k 293.42
Travelers Companies Equities (TRV) 0.0 $510k 1.9k 267.54
Unilever Equities (UL) 0.0 $505k 8.3k 61.17
DuPont de Nemours Equities (DD) 0.0 $497k 7.2k 68.59
Fortinet Equities (FTNT) 0.0 $479k 4.5k 105.72
Starbucks Corp Equities (SBUX) 0.0 $479k 5.2k 91.63
Phillips 66 Equities (PSX) 0.0 $458k 3.8k 119.30
Vanguard Value ETF Equities (VTV) 0.0 $454k 2.6k 176.74
Vanguard Small-Cap Vipers Equities (VB) 0.0 $447k 1.9k 236.98
Crown Castle International Corp Equities (CCI) 0.0 $445k 4.3k 102.73
SPDR Dow Jones Industrial Avera Equities (DIA) 0.0 $437k 992.00 440.65
Ross Stores Equities (ROST) 0.0 $434k 3.4k 127.58
iShares Core Total USD Bond Mar Equities (IUSB) 0.0 $433k 9.4k 46.23
Norfolk Southern Corp Equities (NSC) 0.0 $431k 1.7k 255.97
Domino's Pizza Equities (DPZ) 0.0 $427k 948.00 450.60
Hubbell Incorporated Equities (HUBB) 0.0 $422k 1.0k 408.41
Utilities Select Sector SPDR Equities (XLU) 0.0 $421k 5.2k 81.66
WisdomTree US Quality Dividend Equities (DGRW) 0.0 $417k 5.0k 83.74
iShares iBonds Dec 2029 Term Mu Equities (IBMR) 0.0 $415k 17k 25.23
Sprott Equities (SII) 0.0 $415k 6.0k 69.09
Agnico Eagle Mines Equities (AEM) 0.0 $410k 3.4k 118.93
WisdomTree LargeCap Dividend Fu Equities (DLN) 0.0 $409k 5.0k 82.14
iShares Trust S & P 100 Index F Equities (OEF) 0.0 $402k 1.3k 304.35
Roper Industries Equities (ROP) 0.0 $400k 706.00 566.84
Tyler Technologies Equities (TYL) 0.0 $399k 673.00 592.84
Vanguard Extended Market Index Equities (VXF) 0.0 $387k 2.0k 192.73
Arthur J. Gallagher & Co. Equities (AJG) 0.0 $383k 1.2k 320.12
General Mills Equities (GIS) 0.0 $380k 7.3k 51.81
Marathon Petroleum Corporation Equities (MPC) 0.0 $379k 2.3k 166.11
Walt Disney Company Equities (DIS) 0.0 $378k 3.0k 124.01
Corteva Equities (CTVA) 0.0 $376k 5.0k 74.53
Aflac Equities (AFL) 0.0 $375k 3.6k 105.46
Materials Select Sector SPDR Tr Equities (XLB) 0.0 $364k 4.2k 87.81
Southern Equities (SO) 0.0 $361k 3.9k 91.83
Vanguard Mega Cap 300 Value Ind Equities (MGV) 0.0 $358k 2.7k 131.20
KLA Corporation Equities (KLAC) 0.0 $358k 400.00 895.74
Quanta Services Equities (PWR) 0.0 $349k 923.00 378.08
Nike Inc Cl B Equities (NKE) 0.0 $344k 4.8k 71.04
Lockheed Martin Corp Equities (LMT) 0.0 $337k 727.00 463.14
Netflix Equities (NFLX) 0.0 $335k 250.00 1339.13
Real Estate Select Sector SPDR Equities (XLRE) 0.0 $324k 7.8k 41.42
iShares Russell Midcap Index Equities (IWR) 0.0 $324k 3.5k 91.97
Cigna Corporation Equities (CI) 0.0 $321k 971.00 330.58
Intercontinental Exchange Equities (ICE) 0.0 $317k 1.7k 183.47
Lowes Cos Equities (LOW) 0.0 $316k 1.4k 221.87
Eversource Energy Equities (ES) 0.0 $313k 4.9k 63.62
First Trust Nasdaq ABA CBIF Equities (QABA) 0.0 $311k 5.7k 54.20
Boeing Equities (BA) 0.0 $306k 1.5k 209.53
MSA Safety Incorporated Equities (MSA) 0.0 $303k 1.8k 167.53
Vanguard Dividend Appreciation Equities (VIG) 0.0 $295k 1.4k 204.67
Corning Equities (GLW) 0.0 $288k 5.5k 52.59
Zoetis Equities (ZTS) 0.0 $284k 1.8k 155.95
Johnson Controls International Equities (JCI) 0.0 $284k 2.7k 105.62
Unum Group Equities (UNM) 0.0 $284k 3.5k 80.76
Bank of New York Mellon Corp Equities (BK) 0.0 $283k 3.1k 91.11
Enterprise Products Partners Equities (EPD) 0.0 $277k 8.9k 31.01
iShares Russell 2000 Growth Ind Equities (IWO) 0.0 $276k 965.00 285.86
Invesco Russell 1000 Dynamic Mu Equities (OMFL) 0.0 $268k 4.6k 57.78
Vanguard Small-Cap Growth ETF Equities (VBK) 0.0 $268k 966.00 276.94
Otis Worldwide Corporation Equities (OTIS) 0.0 $266k 2.7k 99.02
HP Equities (HPQ) 0.0 $264k 11k 24.46
Whirlpool Corp Equities (WHR) 0.0 $263k 2.6k 101.42
US Bancorp Equities (USB) 0.0 $262k 5.8k 45.25
Millicom International Cellular Equities (TIGO) 0.0 $262k 7.0k 37.47
Shopify Equities (SHOP) 0.0 $260k 2.3k 115.35
Consolidated Edison Equities (ED) 0.0 $258k 2.6k 100.35
Sysco Corp Equities (SYY) 0.0 $256k 3.4k 75.74
Copart Equities (CPRT) 0.0 $254k 5.2k 49.07
Textron Equities (TXT) 0.0 $248k 3.1k 80.29
Monster Beverage Corporation Equities (MNST) 0.0 $241k 3.8k 62.64
Global Partners Equities (GLP) 0.0 $240k 4.6k 52.73
Novartis Equities (NVS) 0.0 $237k 2.0k 121.01
Amphenol Corp New Cl A Equities (APH) 0.0 $237k 2.4k 98.75
Republic Services Equities (RSG) 0.0 $235k 952.00 246.61
Allstate Corp Equities (ALL) 0.0 $229k 1.1k 201.31
Core Natural Resources Equities (CNR) 0.0 $227k 3.3k 69.74
FT Vest US Equity Deep Buffer E Equities (DMAR) 0.0 $225k 5.7k 39.57
Constellation Brands Inc - Clas Equities (STZ) 0.0 $224k 1.4k 162.68
Invesco S&P 500 Low Volatility Equities (SPLV) 0.0 $224k 3.1k 72.82
General Dynamics Corp Equities (GD) 0.0 $220k 755.00 291.66
Essex Property Trust Equities (ESS) 0.0 $220k 775.00 283.40
ServiceNow Equities (NOW) 0.0 $218k 212.00 1028.08
Schwab 1000 Index ETF Equities (SCHK) 0.0 $216k 7.2k 29.82
ConocoPhillips Equities (COP) 0.0 $215k 2.4k 89.74
Dell Technologies Equities (DELL) 0.0 $214k 1.7k 122.60
Xylem Inc W/I Equities (XYL) 0.0 $213k 1.7k 129.36
JP Morgan Mkt Expansion Enhance Equities (JMEE) 0.0 $210k 3.6k 59.21
Hewlett Packard Enterprise Comp Equities (HPE) 0.0 $206k 10k 20.45
iShares ESG Aware MSCI EM ETF Equities (ESGE) 0.0 $204k 5.2k 39.17
Ingersoll Rand Equities (IR) 0.0 $201k 2.4k 83.18
GreenGro Technologies Equities (GRNH) 0.0 $0 10k 0.00