Walkner Condon Financial Advisors

Walkner Condon Financial Advisors as of March 31, 2026

Portfolio Holdings for Walkner Condon Financial Advisors

Walkner Condon Financial Advisors holds 322 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Index Shs Fds State Street Spd (SPDW) 7.6 $58M 1.3M 45.65
Spdr Series Trust State Street Spd (SPYM) 5.4 $41M 538k 76.54
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.6 $28M 587k 47.08
Ishares Tr Core S&p500 Etf (IVV) 3.0 $22M 34k 653.21
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 2.9 $22M 435k 49.81
Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $21M 312k 67.52
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 2.4 $18M 740k 24.77
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.4 $18M 227k 80.58
First Tr Exchange-traded Lng Dur Oprtun (LGOV) 2.4 $18M 841k 21.57
First Tr Exchange-traded Cap Strength Etf (FTCS) 2.2 $16M 176k 92.76
Apple (AAPL) 2.1 $16M 64k 253.79
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.1 $16M 190k 82.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $15M 26k 597.51
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.9 $14M 209k 68.28
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $11M 91k 124.29
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.5 $11M 452k 24.90
World Gold Tr Spdr Gld Minis (GLDM) 1.5 $11M 121k 92.69
Spdr Series Trust Bloomberg Intl T (BWX) 1.4 $11M 486k 21.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $9.4M 146k 64.00
Ishares Msci Japan Etf (EWJ) 1.2 $9.2M 109k 84.44
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.2 $8.8M 90k 97.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.1 $8.6M 336k 25.60
Microsoft Corporation (MSFT) 1.0 $7.5M 20k 370.17
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.0 $7.4M 78k 94.24
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $6.9M 24k 287.17
Spdr Series Trust Bloomberg Short (BWZ) 0.9 $6.8M 253k 26.91
Alphabet Cap Stk Cl A (GOOGL) 0.9 $6.7M 23k 287.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $6.5M 120k 54.04
Vanguard Index Fds Small Cp Etf (VB) 0.8 $6.2M 24k 261.92
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.8 $5.9M 9.1k 650.35
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB) 0.7 $5.5M 239k 23.10
Pimco Etf Tr Multisector Bd (PYLD) 0.7 $5.5M 208k 26.20
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.7 $5.4M 64k 85.64
NVIDIA Corporation (NVDA) 0.7 $5.2M 30k 174.40
Spdr Index Shs Fds State Street Spd (CWI) 0.7 $5.1M 139k 36.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $4.8M 96k 50.60
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $4.8M 168k 28.71
Us Bancorp Com New (USB) 0.6 $4.5M 87k 52.01
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.5 $4.1M 74k 55.36
Costco Wholesale Corporation (COST) 0.5 $4.1M 4.1k 996.40
Ishares Tr Cre U S Reit Etf (USRT) 0.5 $4.0M 67k 59.19
Flexshares Tr Mornstar Upstr (GUNR) 0.5 $3.9M 70k 55.13
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $3.9M 27k 145.72
Ishares Tr Esg Msci Usa Etf (USXF) 0.5 $3.8M 69k 55.20
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.8M 15k 248.00
Spdr Series Trust State Street Spd (BIL) 0.5 $3.8M 42k 91.64
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $3.8M 17k 218.63
Ishares Tr Esg Eafe Etf (DMXF) 0.5 $3.7M 49k 75.45
Ishares Jp Morgan Em Etf (LEMB) 0.5 $3.5M 87k 40.79
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $3.5M 45k 79.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $3.5M 11k 320.81
Spdr Gold Tr Gold Shs (GLD) 0.5 $3.4M 8.0k 430.29
Ishares Gold Tr Ishares New (IAU) 0.4 $3.3M 37k 88.16
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $3.2M 56k 56.68
Spdr Series Trust State Street Spd (SPMD) 0.4 $3.1M 53k 59.22
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $3.0M 69k 42.54
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.4 $2.9M 59k 49.99
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $2.8M 32k 88.46
Exxon Mobil Corporation (XOM) 0.4 $2.8M 16k 169.66
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $2.8M 59k 46.91
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $2.8M 13k 215.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.7M 37k 73.64
Amazon (AMZN) 0.4 $2.7M 13k 208.26
Spdr Series Trust State Street Spd (SPSM) 0.4 $2.7M 55k 48.32
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.6M 18k 142.43
Spdr Index Shs Fds State Street Spd (FEZ) 0.3 $2.6M 41k 62.08
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $2.5M 49k 50.98
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.3 $2.5M 76k 32.93
Vanguard Wellington Us Multifactor (VFMF) 0.3 $2.5M 16k 155.07
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $2.4M 54k 44.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $2.3M 22k 106.50
Arista Networks Com Shs (ANET) 0.3 $2.3M 18k 122.78
Ea Series Trust Cambria Us Equal (USEW) 0.3 $2.2M 45k 48.88
Ishares Msci Glb Slv&mtl (SLVP) 0.3 $2.1M 60k 35.42
Pimco Equity Ser Rafi Dyn Emerg (MFEM) 0.3 $2.0M 79k 25.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $2.0M 13k 148.10
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.3 $2.0M 43k 45.01
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $1.9M 17k 113.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.9M 8.7k 217.25
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.9M 4.3k 436.81
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $1.9M 77k 24.27
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.8M 30k 59.55
Ishares Tr Core Msci Euro (IEUR) 0.2 $1.8M 25k 70.21
Broadcom (AVGO) 0.2 $1.7M 5.6k 309.51
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $1.7M 44k 39.43
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $1.7M 17k 98.92
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.2 $1.6M 10k 163.58
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $1.6M 35k 46.68
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.6M 5.6k 286.46
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $1.6M 56k 28.00
Tesla Motors (TSLA) 0.2 $1.5M 4.1k 371.75
Vanguard Index Fds Value Etf (VTV) 0.2 $1.5M 7.8k 196.20
Meta Platforms Cl A (META) 0.2 $1.5M 2.6k 572.14
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.5M 3.5k 426.40
Pimco Equity Ser Rafi Dyn Multi (MFDX) 0.2 $1.5M 36k 39.82
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $1.4M 28k 51.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.9k 479.20
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) 0.2 $1.4M 48k 28.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M 2.4k 577.21
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.4M 17k 78.41
T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $1.3M 38k 35.59
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.5k 919.79
Ishares Tr Core High Dv Etf (HDV) 0.2 $1.3M 9.8k 135.72
T Rowe Price Etf International Eq (TOUS) 0.2 $1.3M 38k 34.54
JPMorgan Chase & Co. (JPM) 0.2 $1.3M 4.4k 294.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.3M 14k 88.65
Ishares Tr Egsadvncdmsci Em (EMXF) 0.2 $1.2M 25k 47.84
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $1.2M 26k 45.06
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.2 $1.2M 23k 49.83
Ishares Core Msci Emkt (IEMG) 0.1 $1.1M 16k 69.75
Spdr Series Trust State Street Spd (SPAB) 0.1 $1.1M 43k 25.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M 35k 30.68
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.1M 10k 100.66
Johnson & Johnson (JNJ) 0.1 $1.0M 4.2k 244.44
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.0M 3.0k 337.95
Global X Fds Global X Uranium (URA) 0.1 $1.0M 21k 48.37
Netflix (NFLX) 0.1 $984k 10k 96.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $978k 4.6k 213.67
Ea Series Trust Cambria Global (GEW) 0.1 $955k 19k 50.43
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $943k 20k 46.47
Amplify Etf Tr Amplify Etho Cli (ETHO) 0.1 $933k 14k 66.08
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $905k 37k 24.22
Ishares Tr Core Msci Eafe (IEFA) 0.1 $905k 10k 90.53
Vanguard Index Fds Large Cap Etf (VV) 0.1 $888k 3.0k 298.85
Spdr Index Shs Fds State Street Spd (GWX) 0.1 $881k 21k 42.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $881k 9.2k 95.62
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $864k 14k 62.83
Ast Spacemobile Com Cl A (ASTS) 0.1 $863k 10k 82.87
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $861k 6.1k 141.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $860k 12k 75.10
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $857k 50k 17.30
Ishares Tr Core Div Grwth (DGRO) 0.1 $853k 12k 70.18
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $853k 47k 18.29
Ishares Tr Usd Grn Bond Etf (BGRN) 0.1 $852k 18k 47.47
Pimco Equity Ser Rafi Dyn Ml Us (MFUS) 0.1 $836k 14k 58.40
Wal-Mart Stores (WMT) 0.1 $816k 6.6k 124.27
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.1 $794k 18k 43.59
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $778k 6.8k 114.32
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $764k 16k 48.93
Spdr Series Trust State Street Spd (SPYD) 0.1 $732k 16k 45.52
Capital Group Core Balanced SHS (CGBL) 0.1 $706k 21k 34.41
Ishares Tr Esg Optimized (SUSA) 0.1 $700k 5.3k 132.11
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $699k 7.7k 90.94
Ishares Tr Global Energ Etf (IXC) 0.1 $696k 12k 57.62
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $687k 32k 21.49
Spdr Series Trust State Street Spd (SPTL) 0.1 $680k 26k 26.30
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $667k 17k 38.26
Palantir Technologies Cl A (PLTR) 0.1 $645k 4.4k 146.28
Ishares Tr Esg Aware Msci (ESML) 0.1 $644k 14k 47.02
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $642k 14k 45.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $630k 25k 25.10
Visa Com Cl A (V) 0.1 $627k 2.1k 302.24
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $610k 13k 47.82
Caterpillar (CAT) 0.1 $606k 855.00 708.65
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $599k 5.2k 114.83
Pimco Etf Tr Commodity Strat (CMDT) 0.1 $597k 19k 32.27
McDonald's Corporation (MCD) 0.1 $590k 1.9k 310.72
Gilead Sciences (GILD) 0.1 $576k 4.1k 139.37
Procter & Gamble Company (PG) 0.1 $573k 4.0k 144.44
Abbvie (ABBV) 0.1 $564k 2.6k 217.52
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $561k 1.2k 463.19
International Business Machines (IBM) 0.1 $557k 2.3k 242.39
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $555k 4.4k 125.13
Pimco Equity Ser Rafi Esg Us (RAFE) 0.1 $553k 13k 41.61
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.1 $553k 17k 33.37
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $543k 7.0k 77.12
Home Depot (HD) 0.1 $535k 1.6k 328.95
McKesson Corporation (MCK) 0.1 $528k 610.00 865.36
Cisco Systems (CSCO) 0.1 $510k 6.6k 77.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $508k 6.1k 82.75
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $508k 11k 47.37
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $508k 13k 38.42
First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.1 $507k 6.2k 82.11
Mastercard Incorporated Cl A (MA) 0.1 $507k 1.0k 499.66
Verizon Communications (VZ) 0.1 $501k 10k 50.20
Merck & Co (MRK) 0.1 $499k 4.2k 120.29
Lam Research Corp Com New (LRCX) 0.1 $485k 2.3k 213.66
Listed Fds Tr Wahed Ftse Etf (HLAL) 0.1 $473k 8.0k 59.32
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $472k 13k 36.11
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $470k 12k 40.57
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $470k 7.1k 66.57
Coca-Cola Company (KO) 0.1 $469k 6.2k 76.05
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $469k 9.4k 49.89
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $467k 21k 22.21
Spdr Index Shs Fds State Street Spd (QEFA) 0.1 $463k 5.0k 93.27
First Tr Exchange-traded A Com Shs (FTC) 0.1 $457k 3.0k 154.14
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $453k 17k 26.61
Chevron Corporation (CVX) 0.1 $452k 2.2k 206.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $449k 7.7k 58.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $449k 3.2k 138.33
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $447k 3.7k 121.19
Goldman Sachs (GS) 0.1 $443k 523.00 845.99
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $432k 5.6k 77.19
First Tr Exchange-traded A Com Shs (FEX) 0.1 $429k 3.5k 121.93
Ishares Tr Esg Advanced Uni (EUSB) 0.1 $429k 9.9k 43.50
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $429k 4.2k 103.13
Spdr Series Trust State Street Spd (XME) 0.1 $428k 4.0k 108.01
Bank of America Corporation (BAC) 0.1 $426k 8.7k 48.75
Vanguard World Inf Tech Etf (VGT) 0.1 $416k 596.00 697.72
Totalenergies Se Act (TTE) 0.1 $410k 4.5k 90.98
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.1 $409k 5.4k 75.74
American Express Company (AXP) 0.1 $404k 1.3k 302.47
Ishares Tr Msci Uk Etf New (EWU) 0.1 $401k 8.8k 45.56
Altria (MO) 0.1 $399k 6.0k 65.99
Ishares Tr Tips Bd Etf (TIP) 0.1 $395k 3.6k 110.36
Novartis Sponsored Adr (NVS) 0.1 $386k 2.5k 152.75
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $385k 21k 18.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $372k 15k 24.75
Ishares Tr Core Msci Pac (IPAC) 0.0 $371k 4.8k 76.51
Kla Corp Com New (KLAC) 0.0 $370k 251.00 1472.41
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.0 $368k 22k 16.97
salesforce (CRM) 0.0 $366k 2.0k 186.67
Amgen (AMGN) 0.0 $366k 1.0k 351.85
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.0 $362k 7.3k 49.37
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $361k 13k 27.85
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $360k 1.7k 205.80
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.0 $359k 20k 17.85
Spdr Series Trust State Street Spd (XOP) 0.0 $356k 2.0k 181.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $356k 12k 29.08
Wec Energy Group (WEC) 0.0 $354k 3.1k 115.78
Vanguard Wellington Us Quality (VFQY) 0.0 $353k 2.4k 149.23
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $348k 5.7k 61.26
Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $346k 7.5k 46.31
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $344k 12k 29.49
Invesco Exch Traded Fd Tr Ii S&p Smallcap Ene (PSCE) 0.0 $343k 5.8k 59.21
Vanguard World Energy Etf (VDE) 0.0 $339k 2.0k 173.04
T Rowe Price Etf Price Grw Stock (TGRW) 0.0 $336k 8.3k 40.50
Pepsi (PEP) 0.0 $334k 2.2k 155.30
Ishares Gold Tr Shares Represent (IAUM) 0.0 $328k 7.0k 46.70
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $327k 2.8k 118.64
At&t (T) 0.0 $324k 11k 28.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $323k 5.7k 56.79
Advanced Micro Devices (AMD) 0.0 $321k 1.6k 203.43
Robinhood Mkts Com Cl A (HOOD) 0.0 $320k 4.6k 69.30
Global X Fds Globx Supdv Us (DIV) 0.0 $317k 17k 18.90
Wells Fargo & Company (WFC) 0.0 $313k 3.9k 79.61
Micron Technology (MU) 0.0 $312k 923.00 337.84
Raytheon Technologies Corp (RTX) 0.0 $311k 1.6k 192.90
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $311k 4.6k 66.86
Applied Materials (AMAT) 0.0 $307k 899.00 341.79
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $305k 231.00 1320.83
Morgan Stanley Com New (MS) 0.0 $305k 1.9k 164.57
Etf Ser Solutions Us Diversified (PPTY) 0.0 $303k 10k 30.11
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $302k 2.3k 132.90
Lockheed Martin Corporation (LMT) 0.0 $297k 492.00 604.42
Southern Company (SO) 0.0 $294k 3.0k 96.53
Ge Vernova (GEV) 0.0 $294k 337.00 872.90
Walt Disney Company (DIS) 0.0 $289k 3.0k 96.37
Ge Aerospace Com New (GE) 0.0 $288k 1.0k 283.77
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $287k 5.2k 55.52
TJX Companies (TJX) 0.0 $285k 1.8k 159.70
Ishares Msci Gbl Gold Mn (RING) 0.0 $284k 3.6k 78.79
Toyota Motor Corp Ads (TM) 0.0 $284k 1.4k 206.09
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $282k 14k 19.75
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $281k 4.6k 61.32
Ishares Tr Msci Usa Value (VLUE) 0.0 $281k 2.0k 142.19
Oracle Corporation (ORCL) 0.0 $278k 1.9k 147.11
Neos Etf Trust Russell 2000 Hig (IWMI) 0.0 $277k 5.8k 47.40
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $276k 7.5k 36.81
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $275k 5.9k 46.95
Pfizer (PFE) 0.0 $274k 9.7k 28.08
First Tr Exch Trd Alphdx Unit King Alph (FKU) 0.0 $273k 5.4k 50.36
M/a (MTSI) 0.0 $272k 1.2k 222.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $272k 9.3k 29.13
Intuitive Surgical Com New (ISRG) 0.0 $267k 578.00 460.99
National Grid Sponsored Adr Ne (NGG) 0.0 $266k 3.1k 84.60
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $262k 2.6k 99.27
J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $260k 5.6k 46.07
Parker-Hannifin Corporation (PH) 0.0 $260k 290.00 895.24
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $258k 578.00 446.54
Capital One Financial (COF) 0.0 $258k 1.4k 182.38
Flexshares Tr Flexshares Ultra (RAVI) 0.0 $258k 3.4k 75.41
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $257k 2.3k 111.37
T Rowe Price Etf Small Mid Cap (TMSL) 0.0 $256k 7.0k 36.67
Linde SHS (LIN) 0.0 $253k 510.00 495.76
Blackrock (BLK) 0.0 $252k 262.00 961.71
Blackrock Capital Allocation Trust (BCAT) 0.0 $249k 18k 14.13
Spdr Series Trust State Street Spd (SDY) 0.0 $245k 1.7k 145.94
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $241k 3.5k 68.11
Eaton Corp SHS (ETN) 0.0 $241k 675.00 357.67
Vodafone Group Sponsored Adr (VOD) 0.0 $241k 16k 15.02
Automatic Data Processing (ADP) 0.0 $240k 1.2k 203.24
Uscf Etf Tr Dividend Inc Fd (UDI) 0.0 $240k 7.1k 33.83
Spdr Series Trust State Stret Spdr (CERY) 0.0 $240k 6.8k 35.24
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $237k 2.7k 88.01
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $233k 4.6k 50.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $232k 3.0k 78.40
Wisdomtree Tr Jp Smallcp Div (DFJ) 0.0 $231k 2.3k 102.06
Nextera Energy (NEE) 0.0 $229k 2.5k 92.87
Amphenol Corp Cl A (APH) 0.0 $227k 1.8k 126.35
Analog Devices (ADI) 0.0 $225k 708.00 318.14
Intel Corporation (INTC) 0.0 $224k 5.1k 44.13
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $223k 2.6k 86.69
First Tr Exchange-traded A Com Shs (FYX) 0.0 $220k 1.8k 119.35
Hershey Company (HSY) 0.0 $220k 1.1k 207.90
Qualcomm (QCOM) 0.0 $219k 1.7k 128.77
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $217k 4.4k 49.69
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $215k 5.9k 36.74
Dominion Resources (D) 0.0 $215k 3.5k 61.82
Cbre Group Cl A (CBRE) 0.0 $215k 1.6k 135.46
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $214k 5.1k 42.31
HSBC HLDGS Spon Adr New (HSBC) 0.0 $213k 2.6k 82.49
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $212k 3.4k 62.13
Citigroup Com New (C) 0.0 $211k 1.9k 113.41
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.0 $210k 4.7k 44.62
Ishares Tr Trust Ishare 0-1 (SHV) 0.0 $206k 1.9k 110.39
Spdr Index Shs Fds State Street Spd (RWO) 0.0 $204k 4.5k 45.77
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $204k 4.3k 47.54
Newmont Mining Corporation (NEM) 0.0 $204k 1.9k 108.25
Texas Instruments Incorporated (TXN) 0.0 $204k 1.0k 194.14
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $203k 8.6k 23.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $203k 6.6k 30.96
Freeport Mcmoran CL B (FCX) 0.0 $203k 3.4k 58.78
Marvell Technology (MRVL) 0.0 $202k 2.0k 99.05
Sk Telecom Sponsored Adr (SKM) 0.0 $202k 6.9k 29.29
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $202k 969.00 208.05
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $186k 23k 7.94
Takeda Pharmaceutical Sponsored Ads (TAK) 0.0 $186k 10k 18.52
Blackrock Multi-sector Incom other (BIT) 0.0 $178k 14k 12.52
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT) 0.0 $145k 11k 13.58
Banco Santander Sa Adr (SAN) 0.0 $114k 10k 11.28
Wipro Spon Adr 1 Sh (WIT) 0.0 $23k 11k 2.12