Wayfinding Financial as of March 31, 2025
Portfolio Holdings for Wayfinding Financial
Wayfinding Financial holds 741 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.1 | $19M | 50k | 375.39 | |
| iShares S&P 500 Index (IVV) | 4.4 | $10M | 18k | 561.88 | |
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 4.1 | $9.3M | 281k | 33.24 | |
| Apple (AAPL) | 3.7 | $8.4M | 38k | 222.13 | |
| NVIDIA Corporation (NVDA) | 3.6 | $8.1M | 75k | 108.39 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 3.4 | $7.7M | 71k | 108.68 | |
| iShares Lehman Aggregate Bond (AGG) | 2.8 | $6.3M | 64k | 98.92 | |
| Fidelity core divid etf (FDVV) | 2.7 | $6.1M | 123k | 49.59 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 2.2 | $5.1M | 83k | 62.10 | |
| Jp Morgan Exchange Traded Fd betabuildrs us (BBUS) | 2.1 | $4.7M | 47k | 100.87 | |
| Vaneck Clo Etf (CLOI) | 2.0 | $4.6M | 88k | 52.84 | |
| Zacks Trust (SMIZ) | 1.9 | $4.3M | 142k | 30.25 | |
| Costco Wholesale Corporation (COST) | 1.9 | $4.3M | 4.5k | 945.77 | |
| Zacks Trust (ZECP) | 1.8 | $4.2M | 138k | 30.09 | |
| Morgan Stanley Etf Trust (PHEQ) | 1.7 | $3.8M | 134k | 28.60 | |
| First Tr Exch Traded Fd Iii cmn (FPEI) | 1.7 | $3.8M | 205k | 18.70 | |
| Vanguard Mun Bd Fds (VCRM) | 1.6 | $3.6M | 48k | 74.23 | |
| Capital Group Growth Etf (CGGR) | 1.3 | $3.1M | 89k | 34.24 | |
| Capital Group U S Multi Sec Etf (CGMS) | 1.3 | $2.9M | 107k | 27.29 | |
| Utilities SPDR (XLU) | 1.2 | $2.7M | 34k | 78.85 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.2 | $2.6M | 25k | 105.41 | |
| Morgan Stanley Etf Trust (PAPI) | 1.1 | $2.6M | 98k | 26.73 | |
| Wisdomtree Tr (GCC) | 1.0 | $2.2M | 114k | 19.60 | |
| Starbucks Corporation (SBUX) | 0.9 | $2.2M | 22k | 98.06 | |
| Pacer Fds Tr pacer us small (CALF) | 0.9 | $2.1M | 56k | 37.50 | |
| Fiserv (FI) | 0.9 | $2.0M | 8.8k | 220.80 | |
| Vanguard Mun Bd Fds (VSDM) | 0.8 | $1.8M | 24k | 75.30 | |
| Amazon (AMZN) | 0.7 | $1.6M | 8.4k | 190.22 | |
| Facebook Inc cl a (META) | 0.7 | $1.6M | 2.7k | 576.30 | |
| Procter & Gamble Company (PG) | 0.6 | $1.4M | 8.3k | 170.39 | |
| Paccar (PCAR) | 0.6 | $1.4M | 14k | 97.30 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $1.4M | 2.5k | 532.33 | |
| Abbvie (ABBV) | 0.6 | $1.3M | 6.3k | 209.51 | |
| J P Morgan Exchange Traded F (JGLO) | 0.6 | $1.3M | 22k | 58.90 | |
| Jp Morgan Exchange Traded Fd fund (JCPB) | 0.5 | $1.2M | 26k | 47.01 | |
| Johnson & Johnson (JNJ) | 0.5 | $1.2M | 7.3k | 165.77 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 4.8k | 245.13 | |
| Franklin Templeton Etf Tr liberty inter (FLMI) | 0.5 | $1.1M | 47k | 24.43 | |
| Boeing Company (BA) | 0.5 | $1.1M | 6.4k | 170.45 | |
| J P Morgan Exchange-traded F (JAVA) | 0.5 | $1.1M | 17k | 63.48 | |
| Jpmorgan Betabuilders Internat etp (BBIN) | 0.4 | $991k | 16k | 61.45 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $979k | 1.9k | 513.64 | |
| Bank of America Corporation (BAC) | 0.4 | $971k | 23k | 41.73 | |
| 3M Company (MMM) | 0.4 | $965k | 6.6k | 146.77 | |
| J P Morgan Exchange Traded F (JGRO) | 0.4 | $918k | 13k | 73.71 | |
| Automatic Data Processing (ADP) | 0.4 | $883k | 2.9k | 307.02 | |
| Eli Lilly & Co. (LLY) | 0.4 | $864k | 1.0k | 825.21 | |
| Home Depot (HD) | 0.4 | $862k | 2.4k | 366.34 | |
| McDonald's Corporation (MCD) | 0.4 | $847k | 2.7k | 312.20 | |
| Wal-Mart Stores (WMT) | 0.4 | $840k | 9.5k | 87.98 | |
| J P Morgan Exchange-traded F (JPIE) | 0.4 | $822k | 18k | 46.02 | |
| Abbott Laboratories (ABT) | 0.4 | $811k | 6.1k | 132.58 | |
| iShares Barclays 10-20 Yr Tresry Bd (TLH) | 0.3 | $788k | 7.6k | 103.66 | |
| Caterpillar (CAT) | 0.3 | $759k | 2.3k | 329.57 | |
| Cisco Systems (CSCO) | 0.3 | $726k | 12k | 61.68 | |
| Netflix (NFLX) | 0.3 | $723k | 776.00 | 931.70 | |
| Emerson Electric (EMR) | 0.3 | $719k | 6.6k | 109.54 | |
| J P Morgan Exchange Traded F dcplnd hg yld (BBHY) | 0.3 | $716k | 16k | 46.04 | |
| Visa (V) | 0.3 | $683k | 1.9k | 350.44 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $679k | 4.4k | 154.67 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $676k | 5.7k | 118.83 | |
| International Business Machines (IBM) | 0.3 | $666k | 2.7k | 248.60 | |
| J P Morgan Exchange Traded F (JIRE) | 0.3 | $661k | 10k | 63.66 | |
| Chevron Corporation (CVX) | 0.3 | $652k | 3.9k | 167.14 | |
| Nextera Energy (NEE) | 0.3 | $625k | 8.8k | 70.78 | |
| Coca-Cola Company (KO) | 0.3 | $619k | 8.6k | 72.08 | |
| Broadcom (AVGO) | 0.3 | $603k | 3.6k | 167.27 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.2 | $546k | 11k | 49.59 | |
| Vanguard Total Bond Market ETF (BND) | 0.2 | $541k | 7.4k | 73.36 | |
| salesforce (CRM) | 0.2 | $526k | 2.0k | 268.37 | |
| Vanguard Total Stock Market ETF (VTI) | 0.2 | $504k | 1.8k | 274.66 | |
| Wells Fargo & Company (WFC) | 0.2 | $503k | 7.0k | 71.66 | |
| Cintas Corporation (CTAS) | 0.2 | $491k | 2.4k | 205.18 | |
| Ishares Inc core msci emkt (IEMG) | 0.2 | $457k | 8.5k | 53.95 | |
| iShares Russell 1000 Growth Index (IWF) | 0.2 | $452k | 1.3k | 360.73 | |
| Zacks Trust (GROZ) | 0.2 | $438k | 20k | 22.26 | |
| Verizon Communications (VZ) | 0.2 | $434k | 9.6k | 45.33 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $430k | 964.00 | 446.06 | |
| UnitedHealth (UNH) | 0.2 | $405k | 773.00 | 523.93 | |
| Capital Grp Fixed Incm Etf T (CGHM) | 0.2 | $401k | 16k | 25.06 | |
| Jpmorgan Em Market Eq Core (JEMA) | 0.2 | $396k | 10k | 38.24 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $395k | 2.5k | 156.06 | |
| Altria (MO) | 0.2 | $392k | 6.5k | 59.95 | |
| Qualcomm (QCOM) | 0.2 | $391k | 2.5k | 153.51 | |
| Merck & Co (MRK) | 0.2 | $383k | 4.2k | 90.52 | |
| Southern Company (SO) | 0.2 | $362k | 3.9k | 91.76 | |
| Advanced Micro Devices (AMD) | 0.2 | $361k | 3.5k | 102.70 | |
| Pepsi (PEP) | 0.2 | $357k | 2.4k | 149.69 | |
| Hartford Financial Services (HIG) | 0.2 | $355k | 2.9k | 124.08 | |
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $354k | 1.0k | 344.69 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $349k | 1.4k | 258.14 | |
| PNC Financial Services (PNC) | 0.2 | $343k | 2.0k | 175.45 | |
| Gilead Sciences (GILD) | 0.1 | $321k | 2.9k | 112.04 | |
| Philip Morris International (PM) | 0.1 | $314k | 2.0k | 159.96 | |
| ConocoPhillips (COP) | 0.1 | $306k | 2.9k | 104.97 | |
| MetLife (MET) | 0.1 | $302k | 3.8k | 80.13 | |
| McKesson Corporation (MCK) | 0.1 | $298k | 443.00 | 672.69 | |
| MasterCard Incorporated (MA) | 0.1 | $295k | 540.00 | 546.30 | |
| Kinder Morgan (KMI) | 0.1 | $289k | 10k | 28.45 | |
| Tesla Motors (TSLA) | 0.1 | $281k | 1.1k | 258.27 | |
| Chubb (CB) | 0.1 | $281k | 927.00 | 303.13 | |
| S&p Global (SPGI) | 0.1 | $280k | 551.00 | 508.17 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $277k | 2.1k | 132.16 | |
| Cardinal Health (CAH) | 0.1 | $276k | 2.0k | 137.52 | |
| Waste Management (WM) | 0.1 | $276k | 1.2k | 231.35 | |
| Medtronic (MDT) | 0.1 | $273k | 3.0k | 90.28 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $265k | 1.4k | 193.29 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $263k | 3.4k | 78.06 | |
| General Electric (GE) | 0.1 | $262k | 1.3k | 200.46 | |
| Citigroup (C) | 0.1 | $262k | 3.7k | 70.89 | |
| Marvell Technology (MRVL) | 0.1 | $261k | 4.3k | 61.37 | |
| Moody's Corporation (MCO) | 0.1 | $258k | 555.00 | 464.86 | |
| Honeywell International (HON) | 0.1 | $255k | 1.2k | 211.09 | |
| Capital Group International (CGIE) | 0.1 | $252k | 8.6k | 29.25 | |
| Marsh & McLennan Companies | 0.1 | $251k | 1.0k | 243.45 | |
| Norfolk Southern (NSC) | 0.1 | $251k | 1.1k | 236.35 | |
| Deere & Company (DE) | 0.1 | $245k | 524.00 | 467.56 | |
| At&t (T) | 0.1 | $244k | 8.6k | 28.25 | |
| Blackrock (BLK) | 0.1 | $243k | 257.00 | 945.53 | |
| American Electric Power Company (AEP) | 0.1 | $242k | 2.2k | 109.06 | |
| Paychex (PAYX) | 0.1 | $241k | 1.6k | 153.70 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $241k | 515.00 | 467.96 | |
| Palo Alto Networks (PANW) | 0.1 | $241k | 1.4k | 170.56 | |
| AFLAC Incorporated (AFL) | 0.1 | $240k | 2.2k | 110.85 | |
| Broadridge Financial Solutions (BR) | 0.1 | $234k | 964.00 | 242.74 | |
| Lowe's Companies (LOW) | 0.1 | $232k | 997.00 | 232.70 | |
| PPL Corporation (PPL) | 0.1 | $232k | 6.4k | 36.23 | |
| Vanguard Int High Dvd Yld In exchange traded funds (VYMI) | 0.1 | $223k | 3.0k | 73.65 | |
| Oracle Corporation (ORCL) | 0.1 | $221k | 1.6k | 139.26 | |
| Emcor (EME) | 0.1 | $220k | 596.00 | 369.13 | |
| Nucor Corporation (NUE) | 0.1 | $220k | 1.8k | 119.89 | |
| Amgen (AMGN) | 0.1 | $219k | 705.00 | 310.64 | |
| Ford Motor Company (F) | 0.1 | $219k | 22k | 10.03 | |
| Travelers Companies (TRV) | 0.1 | $215k | 814.00 | 264.13 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $211k | 348.00 | 606.32 | |
| Novartis (NVS) | 0.1 | $210k | 1.9k | 111.23 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $210k | 8.4k | 24.98 | |
| Fair Isaac Corporation (FICO) | 0.1 | $208k | 113.00 | 1840.71 | |
| Bristol Myers Squibb (BMY) | 0.1 | $206k | 3.4k | 60.89 | |
| M&T Bank Corporation (MTB) | 0.1 | $203k | 1.1k | 178.23 | |
| Relx (RELX) | 0.1 | $199k | 4.0k | 50.23 | |
| American International (AIG) | 0.1 | $197k | 2.3k | 86.82 | |
| Alaska Air (ALK) | 0.1 | $197k | 4.0k | 49.20 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $190k | 341.00 | 557.18 | |
| U.S. Bancorp (USB) | 0.1 | $190k | 4.5k | 42.52 | |
| American Express Company (AXP) | 0.1 | $189k | 703.00 | 268.85 | |
| Manulife Finl Corp (MFC) | 0.1 | $187k | 6.0k | 31.14 | |
| Hershey Company (HSY) | 0.1 | $186k | 1.1k | 170.80 | |
| Comcast Corporation (CMCSA) | 0.1 | $185k | 5.0k | 36.81 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $185k | 584.00 | 316.78 | |
| Prudential Financial (PRU) | 0.1 | $181k | 1.6k | 111.32 | |
| Dell Technologies (DELL) | 0.1 | $178k | 2.0k | 90.96 | |
| General Mills (GIS) | 0.1 | $177k | 3.0k | 59.70 | |
| Te Connectivity (TEL) | 0.1 | $176k | 1.3k | 140.69 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $172k | 1.0k | 166.51 | |
| Metropcs Communications (TMUS) | 0.1 | $171k | 643.00 | 265.94 | |
| Mondelez Int (MDLZ) | 0.1 | $169k | 2.5k | 68.26 | |
| Pulte (PHM) | 0.1 | $167k | 1.6k | 102.52 | |
| General Dynamics Corporation (GD) | 0.1 | $167k | 616.00 | 271.10 | |
| Stryker Corporation (SYK) | 0.1 | $166k | 448.00 | 370.54 | |
| Uber Technologies (UBER) | 0.1 | $165k | 2.3k | 72.75 | |
| Synopsys (SNPS) | 0.1 | $164k | 383.00 | 428.20 | |
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $163k | 6.2k | 26.45 | |
| SPDR Barclays Capital Long Term Tr (SPTL) | 0.1 | $163k | 6.0k | 27.09 | |
| Intercontinental Exchange (ICE) | 0.1 | $162k | 942.00 | 171.97 | |
| Pfizer (PFE) | 0.1 | $161k | 6.4k | 25.25 | |
| Cadence Design Systems (CDNS) | 0.1 | $158k | 625.00 | 252.80 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $158k | 1.9k | 83.42 | |
| Intuit (INTU) | 0.1 | $157k | 257.00 | 610.89 | |
| Applied Materials (AMAT) | 0.1 | $156k | 1.1k | 144.98 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $151k | 304.00 | 496.71 | |
| Nike (NKE) | 0.1 | $151k | 2.4k | 63.79 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $147k | 1.2k | 121.69 | |
| American Tower Reit (AMT) | 0.1 | $144k | 663.00 | 217.19 | |
| Prologis (PLD) | 0.1 | $144k | 1.3k | 111.28 | |
| Ssga Active Tr (SPIN) | 0.1 | $142k | 4.9k | 29.24 | |
| EOG Resources (EOG) | 0.1 | $141k | 1.1k | 127.60 | |
| Spdr Ser Tr (EMHC) | 0.1 | $140k | 5.8k | 24.10 | |
| Boston Scientific Corporation (BSX) | 0.1 | $140k | 1.4k | 100.57 | |
| British American Tobac (BTI) | 0.1 | $139k | 3.4k | 41.17 | |
| Wp Carey (WPC) | 0.1 | $139k | 2.2k | 63.85 | |
| A. O. Smith Corporation (AOS) | 0.1 | $137k | 2.1k | 65.30 | |
| Accenture (ACN) | 0.1 | $136k | 437.00 | 311.21 | |
| Spotify Technology Sa (SPOT) | 0.1 | $133k | 243.00 | 547.33 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $132k | 1.6k | 82.66 | |
| Wisdomtree Tr brclys us aggr (AGGY) | 0.1 | $129k | 3.0k | 43.14 | |
| W.W. Grainger (GWW) | 0.1 | $128k | 130.00 | 984.62 | |
| Cummins (CMI) | 0.1 | $127k | 408.00 | 311.27 | |
| SPDR FTSE/Macquarie Global Infra (GII) | 0.1 | $126k | 2.0k | 61.58 | |
| Wisdomtree Trust wrld ex-us grwth (DNL) | 0.1 | $126k | 3.5k | 35.55 | |
| Republic Services (RSG) | 0.1 | $124k | 514.00 | 241.25 | |
| TJX Companies (TJX) | 0.1 | $122k | 1.0k | 121.15 | |
| Ameriprise Financial (AMP) | 0.1 | $120k | 249.00 | 481.93 | |
| Guggenheim Bulletshrs 2025 Corp Bd Etf (BSCP) | 0.1 | $119k | 5.8k | 20.65 | |
| Msci (MSCI) | 0.1 | $118k | 209.00 | 564.59 | |
| SPDR Gold Trust (GLD) | 0.1 | $118k | 411.00 | 287.10 | |
| Spdr Series spdr bofa crss (SPHY) | 0.1 | $117k | 5.0k | 23.36 | |
| FedEx Corporation (FDX) | 0.1 | $116k | 474.00 | 244.73 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.1 | $116k | 7.5k | 15.41 | |
| Intuitive Surgical (ISRG) | 0.0 | $114k | 232.00 | 491.38 | |
| Union Pacific Corporation (UNP) | 0.0 | $114k | 483.00 | 236.02 | |
| Amphenol Corporation (APH) | 0.0 | $113k | 1.7k | 65.74 | |
| Hca Holdings (HCA) | 0.0 | $113k | 328.00 | 344.51 | |
| Fastenal Company (FAST) | 0.0 | $111k | 1.4k | 77.46 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $111k | 229.00 | 484.72 | |
| Lam Research (LRCX) | 0.0 | $111k | 1.5k | 72.31 | |
| Public Service Enterprise (PEG) | 0.0 | $110k | 1.3k | 82.15 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $110k | 616.00 | 178.57 | |
| Invesco Exch Trd Slf Idx Fd Tr etfbd (BSCQ) | 0.0 | $110k | 5.7k | 19.37 | |
| Walt Disney Company (DIS) | 0.0 | $109k | 1.1k | 98.38 | |
| eBay (EBAY) | 0.0 | $108k | 1.6k | 67.67 | |
| O'reilly Automotive (ORLY) | 0.0 | $108k | 76.00 | 1421.05 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $107k | 2.2k | 48.61 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.0 | $107k | 1.9k | 57.53 | |
| Enbridge (ENB) | 0.0 | $105k | 2.4k | 44.03 | |
| Booking Holdings (BKNG) | 0.0 | $105k | 23.00 | 4565.22 | |
| Sap (SAP) | 0.0 | $105k | 392.00 | 267.86 | |
| Crane Company (CR) | 0.0 | $105k | 687.00 | 152.84 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $105k | 5.3k | 19.71 | |
| Alibaba Group Holding (BABA) | 0.0 | $104k | 787.00 | 132.15 | |
| Danaher Corporation (DHR) | 0.0 | $104k | 507.00 | 205.13 | |
| SPDR S&P International Dividend (DWX) | 0.0 | $104k | 2.7k | 38.15 | |
| Marriott International (MAR) | 0.0 | $103k | 435.00 | 236.78 | |
| Wec Energy Group (WEC) | 0.0 | $103k | 953.00 | 108.08 | |
| Equity Residential (EQR) | 0.0 | $102k | 1.4k | 72.08 | |
| iShares Morningstar Large Value (ILCV) | 0.0 | $102k | 1.3k | 81.40 | |
| Crown Castle Intl (CCI) | 0.0 | $101k | 972.00 | 103.91 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $101k | 857.00 | 117.85 | |
| Ubs Group (UBS) | 0.0 | $100k | 3.3k | 30.38 | |
| Kroger (KR) | 0.0 | $99k | 1.5k | 67.07 | |
| Hubbell (HUBB) | 0.0 | $96k | 292.00 | 328.77 | |
| Ssga Active Etf Tr blkstn gsosrln (SRLN) | 0.0 | $95k | 2.3k | 40.95 | |
| iShares Dow Jones US Health Care (IHF) | 0.0 | $95k | 1.8k | 52.78 | |
| Target Corporation (TGT) | 0.0 | $95k | 912.00 | 104.17 | |
| Goldman Sachs (GS) | 0.0 | $95k | 174.00 | 545.98 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $95k | 505.00 | 188.12 | |
| Builders FirstSource (BLDR) | 0.0 | $95k | 764.00 | 124.35 | |
| Fifth Third Ban (FITB) | 0.0 | $95k | 2.4k | 39.27 | |
| RBB (TBIL) | 0.0 | $93k | 1.9k | 49.65 | |
| Sony Corporation (SONY) | 0.0 | $91k | 3.6k | 25.17 | |
| Ge Vernova (GEV) | 0.0 | $90k | 297.00 | 303.03 | |
| Wisdomtree Mortgage Plus Bond Fund etf (MTGP) | 0.0 | $89k | 2.1k | 43.39 | |
| Eaton (ETN) | 0.0 | $89k | 331.00 | 268.88 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $89k | 613.00 | 145.19 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $88k | 538.00 | 163.57 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $88k | 231.00 | 380.95 | |
| Brown & Brown (BRO) | 0.0 | $88k | 715.00 | 123.08 | |
| BP (BP) | 0.0 | $87k | 2.6k | 33.77 | |
| AstraZeneca | 0.0 | $86k | 1.2k | 72.88 | |
| SPDR Wells Fargo Prfd Stk ETF (PSK) | 0.0 | $86k | 2.7k | 32.08 | |
| Spdr Series Trust brcly em locl (EBND) | 0.0 | $85k | 4.3k | 19.85 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $84k | 1.6k | 51.95 | |
| Celestica (CLS) | 0.0 | $84k | 1.1k | 78.21 | |
| Fnf (FNF) | 0.0 | $84k | 1.3k | 64.81 | |
| Invesco Exchng Trad Slf Inde (BSCX) | 0.0 | $84k | 4.0k | 20.82 | |
| Corteva (CTVA) | 0.0 | $83k | 1.3k | 62.22 | |
| Motorola Solutions (MSI) | 0.0 | $83k | 191.00 | 434.56 | |
| Becton, Dickinson and (BDX) | 0.0 | $82k | 359.00 | 228.41 | |
| Anthem (ELV) | 0.0 | $81k | 187.00 | 433.16 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $81k | 1.0k | 80.20 | |
| Ecolab (ECL) | 0.0 | $80k | 316.00 | 253.16 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $80k | 464.00 | 172.41 | |
| Sherwin-Williams Company (SHW) | 0.0 | $80k | 230.00 | 347.83 | |
| Equitable Holdings (EQH) | 0.0 | $80k | 1.5k | 51.78 | |
| Morgan Stanley (MS) | 0.0 | $79k | 684.00 | 115.50 | |
| SPDR DJ Wilshire REIT (RWR) | 0.0 | $79k | 798.00 | 99.00 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $79k | 117.00 | 675.21 | |
| Labcorp Holdings (LH) | 0.0 | $79k | 340.00 | 232.35 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $79k | 1.1k | 70.54 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $78k | 544.00 | 143.38 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $77k | 742.00 | 103.77 | |
| Applovin Corp Class A (APP) | 0.0 | $77k | 294.00 | 261.90 | |
| Alcon (ALC) | 0.0 | $76k | 803.00 | 94.65 | |
| Simon Property (SPG) | 0.0 | $76k | 461.00 | 164.86 | |
| Extra Space Storage (EXR) | 0.0 | $76k | 513.00 | 148.15 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $75k | 54.00 | 1388.89 | |
| L3harris Technologies (LHX) | 0.0 | $75k | 362.00 | 207.18 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $75k | 987.00 | 75.99 | |
| Crh (CRH) | 0.0 | $74k | 847.00 | 87.37 | |
| CSX Corporation (CSX) | 0.0 | $74k | 2.5k | 29.11 | |
| Dow (DOW) | 0.0 | $74k | 2.1k | 34.81 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $73k | 2.6k | 27.69 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $73k | 549.00 | 132.97 | |
| Spdr Ser Tr sp500 high div (SPYD) | 0.0 | $72k | 1.6k | 43.69 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $72k | 5.3k | 13.54 | |
| Synchrony Financial (SYF) | 0.0 | $71k | 1.3k | 52.83 | |
| Illinois Tool Works (ITW) | 0.0 | $71k | 287.00 | 247.39 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $71k | 648.00 | 109.57 | |
| ResMed (RMD) | 0.0 | $71k | 319.00 | 222.57 | |
| Corning Incorporated (GLW) | 0.0 | $71k | 1.6k | 45.57 | |
| Peak (DOC) | 0.0 | $71k | 3.5k | 20.07 | |
| Ishares Tr core div grwth (DGRO) | 0.0 | $70k | 1.1k | 61.03 | |
| Godaddy Inc cl a (GDDY) | 0.0 | $70k | 394.00 | 177.66 | |
| Truist Financial Corp equities (TFC) | 0.0 | $70k | 1.7k | 40.65 | |
| Dupont De Nemours (DD) | 0.0 | $70k | 944.00 | 74.15 | |
| Devon Energy Corporation (DVN) | 0.0 | $70k | 1.9k | 37.23 | |
| Baxter International (BAX) | 0.0 | $69k | 2.0k | 34.23 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $69k | 831.00 | 83.03 | |
| Equinix (EQIX) | 0.0 | $69k | 85.00 | 811.76 | |
| Colgate-Palmolive Company (CL) | 0.0 | $69k | 745.00 | 92.62 | |
| General Motors Company (GM) | 0.0 | $69k | 1.5k | 46.59 | |
| Xylem (XYL) | 0.0 | $68k | 576.00 | 118.06 | |
| Kkr & Co (KKR) | 0.0 | $68k | 594.00 | 114.48 | |
| Hp (HPQ) | 0.0 | $67k | 2.4k | 27.96 | |
| Capital One Financial (COF) | 0.0 | $67k | 375.00 | 178.67 | |
| AmerisourceBergen (COR) | 0.0 | $67k | 241.00 | 278.01 | |
| Ventas (VTR) | 0.0 | $66k | 966.00 | 68.32 | |
| SPDR Barclays Capital Inter Term (SPTI) | 0.0 | $65k | 2.3k | 28.33 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $65k | 1.3k | 51.75 | |
| Domino's Pizza (DPZ) | 0.0 | $65k | 143.00 | 454.55 | |
| Copart (CPRT) | 0.0 | $65k | 1.2k | 55.99 | |
| Vale (VALE) | 0.0 | $64k | 6.4k | 9.98 | |
| Fox Corp (FOXA) | 0.0 | $64k | 1.1k | 55.94 | |
| First Citizens BancShares (FCNCA) | 0.0 | $64k | 35.00 | 1828.57 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $64k | 315.00 | 203.17 | |
| Palantir Technologies (PLTR) | 0.0 | $63k | 758.00 | 83.11 | |
| Paypal Holdings (PYPL) | 0.0 | $63k | 978.00 | 64.42 | |
| Leidos Holdings (LDOS) | 0.0 | $63k | 469.00 | 134.33 | |
| CBOE Holdings (CBOE) | 0.0 | $63k | 281.00 | 224.20 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $63k | 179.00 | 351.96 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $63k | 1.1k | 54.97 | |
| Micron Technology (MU) | 0.0 | $61k | 709.00 | 86.04 | |
| Expedia (EXPE) | 0.0 | $61k | 366.00 | 166.67 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $60k | 534.00 | 112.36 | |
| Mid-America Apartment (MAA) | 0.0 | $60k | 361.00 | 166.21 | |
| Linde (LIN) | 0.0 | $60k | 131.00 | 458.02 | |
| Owens Corning (OC) | 0.0 | $60k | 424.00 | 141.51 | |
| Invesco Bulletshares 2027 Corporate Bond Etf bulshs 2027 cb (BSCR) | 0.0 | $60k | 3.1k | 19.58 | |
| Invesco Exch Trd Slf Idx Fd invsco blsh 28 (BSCS) | 0.0 | $59k | 2.9k | 20.03 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $59k | 781.00 | 75.54 | |
| National Fuel Gas (NFG) | 0.0 | $59k | 744.00 | 79.30 | |
| Invesco Exchng Trad Slf Inde (BSCW) | 0.0 | $59k | 2.9k | 20.23 | |
| Casey's General Stores (CASY) | 0.0 | $59k | 137.00 | 430.66 | |
| Invesco Exch Trd Slf Idx Fd buletshs 2029 (BSCT) | 0.0 | $59k | 3.2k | 18.27 | |
| Invesco Exch Trd Slf Idx (BSCU) | 0.0 | $59k | 3.6k | 16.36 | |
| Invesco Exch Trd Slf Idx (BSCV) | 0.0 | $59k | 3.7k | 16.05 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $58k | 801.00 | 72.41 | |
| Servicenow (NOW) | 0.0 | $58k | 73.00 | 794.52 | |
| Progressive Corporation (PGR) | 0.0 | $58k | 205.00 | 282.93 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $58k | 1.3k | 43.71 | |
| Halliburton Company (HAL) | 0.0 | $57k | 2.3k | 25.08 | |
| Masco Corporation (MAS) | 0.0 | $56k | 809.00 | 69.22 | |
| Jd (JD) | 0.0 | $56k | 1.4k | 40.85 | |
| Nasdaq Omx (NDAQ) | 0.0 | $56k | 742.00 | 75.47 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $56k | 105.00 | 533.33 | |
| Carlisle Companies (CSL) | 0.0 | $55k | 163.00 | 337.42 | |
| Gartner (IT) | 0.0 | $55k | 131.00 | 419.85 | |
| CVS Caremark Corporation (CVS) | 0.0 | $54k | 808.00 | 66.83 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $54k | 238.00 | 226.89 | |
| Twilio Inc cl a (TWLO) | 0.0 | $54k | 561.00 | 96.26 | |
| Allstate Corporation (ALL) | 0.0 | $54k | 262.00 | 206.11 | |
| Markel Corporation (MKL) | 0.0 | $54k | 29.00 | 1862.07 | |
| Equinor Asa (EQNR) | 0.0 | $54k | 2.1k | 25.97 | |
| Spdr Series Trust equity (IBND) | 0.0 | $52k | 1.8k | 29.08 | |
| Realty Income (O) | 0.0 | $52k | 913.00 | 56.96 | |
| Jabil Circuit (JBL) | 0.0 | $52k | 387.00 | 134.37 | |
| Arista Networks (ANET) | 0.0 | $51k | 667.00 | 76.46 | |
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $51k | 452.00 | 112.83 | |
| Analog Devices (ADI) | 0.0 | $51k | 254.00 | 200.79 | |
| Sba Communications Corp (SBAC) | 0.0 | $51k | 233.00 | 218.88 | |
| Workday Inc cl a (WDAY) | 0.0 | $51k | 222.00 | 229.73 | |
| United Parcel Service (UPS) | 0.0 | $51k | 465.00 | 109.68 | |
| Eastman Chemical Company (EMN) | 0.0 | $50k | 572.00 | 87.41 | |
| Autodesk (ADSK) | 0.0 | $50k | 191.00 | 261.78 | |
| Comfort Systems USA (FIX) | 0.0 | $50k | 157.00 | 318.47 | |
| Newmont Mining Corporation (NEM) | 0.0 | $49k | 1.0k | 47.53 | |
| State Street Corporation (STT) | 0.0 | $49k | 554.00 | 88.45 | |
| Unum (UNM) | 0.0 | $49k | 604.00 | 81.13 | |
| American Water Works (AWK) | 0.0 | $48k | 326.00 | 147.24 | |
| Verisk Analytics (VRSK) | 0.0 | $48k | 163.00 | 294.48 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $48k | 948.00 | 50.63 | |
| Schlumberger (SLB) | 0.0 | $48k | 1.2k | 41.56 | |
| Commercial Metals Company (CMC) | 0.0 | $47k | 1.0k | 45.99 | |
| First Tr Viii Ft Etf (EIPI) | 0.0 | $47k | 2.4k | 19.90 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $47k | 363.00 | 129.48 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $47k | 92.00 | 510.87 | |
| Tyler Technologies (TYL) | 0.0 | $47k | 81.00 | 580.25 | |
| iShares Dow Jones US Pharm Indx (IHE) | 0.0 | $47k | 675.00 | 69.63 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $46k | 34.00 | 1352.94 | |
| Steris Plc Ord equities (STE) | 0.0 | $46k | 207.00 | 222.22 | |
| Assurant (AIZ) | 0.0 | $46k | 224.00 | 205.36 | |
| Novo Nordisk A/S (NVO) | 0.0 | $46k | 657.00 | 70.02 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $46k | 1.1k | 41.33 | |
| Citizens Financial (CFG) | 0.0 | $46k | 1.1k | 40.64 | |
| Barclays (BCS) | 0.0 | $46k | 3.0k | 15.42 | |
| Nordstrom | 0.0 | $45k | 1.9k | 24.21 | |
| Williams Companies (WMB) | 0.0 | $45k | 753.00 | 59.76 | |
| Itron (ITRI) | 0.0 | $45k | 431.00 | 104.41 | |
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $45k | 624.00 | 72.12 | |
| Rbc Cad (RY) | 0.0 | $45k | 407.00 | 110.57 | |
| Vulcan Materials Company (VMC) | 0.0 | $45k | 195.00 | 230.77 | |
| HEICO Corporation (HEI.A) | 0.0 | $45k | 216.00 | 208.33 | |
| Discover Financial Services | 0.0 | $45k | 264.00 | 170.45 | |
| Lennar Corporation (LEN) | 0.0 | $44k | 383.00 | 114.88 | |
| Crane Holdings (CXT) | 0.0 | $44k | 870.00 | 50.57 | |
| Ishares U S Etf Tr Commodities Select Strategy Etf (COMT) | 0.0 | $44k | 1.7k | 26.44 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $44k | 469.00 | 93.82 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $43k | 466.00 | 92.27 | |
| T. Rowe Price (TROW) | 0.0 | $43k | 472.00 | 91.10 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $43k | 337.00 | 127.60 | |
| Fidelity National Information Services (FIS) | 0.0 | $43k | 581.00 | 74.01 | |
| Suncor Energy (SU) | 0.0 | $42k | 1.1k | 38.04 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $42k | 1.6k | 25.53 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $41k | 456.00 | 89.91 | |
| Toyota Motor Corporation (TM) | 0.0 | $41k | 233.00 | 175.97 | |
| Public Storage (PSA) | 0.0 | $41k | 139.00 | 294.96 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $41k | 2.7k | 15.25 | |
| Church & Dwight (CHD) | 0.0 | $40k | 369.00 | 108.40 | |
| Cigna Corp (CI) | 0.0 | $40k | 122.00 | 327.87 | |
| Electronic Arts (EA) | 0.0 | $39k | 272.00 | 143.38 | |
| Ishares Msci Japan (EWJ) | 0.0 | $39k | 580.00 | 67.24 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.0 | $39k | 435.00 | 89.66 | |
| Zscaler Incorporated (ZS) | 0.0 | $39k | 201.00 | 194.03 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $39k | 414.00 | 94.20 | |
| ACI Worldwide (ACIW) | 0.0 | $39k | 719.00 | 54.24 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $39k | 239.00 | 163.18 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $39k | 2.6k | 14.97 | |
| Natwest Group Plc Spons (NWG) | 0.0 | $39k | 3.3k | 11.75 | |
| Applied Industrial Technologies (AIT) | 0.0 | $38k | 169.00 | 224.85 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $37k | 1.6k | 23.18 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $37k | 650.00 | 56.92 | |
| Howmet Aerospace (HWM) | 0.0 | $37k | 292.00 | 126.71 | |
| Iron Mountain (IRM) | 0.0 | $37k | 432.00 | 85.65 | |
| Blackrock Etf Trust (BLCV) | 0.0 | $36k | 1.1k | 31.66 | |
| Franklin Templeton Digital H (EZBC) | 0.0 | $36k | 766.00 | 47.00 | |
| Steel Dynamics (STLD) | 0.0 | $36k | 289.00 | 124.57 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $36k | 329.00 | 109.42 | |
| Fortinet (FTNT) | 0.0 | $36k | 378.00 | 95.24 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $36k | 263.00 | 136.88 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $36k | 933.00 | 38.59 | |
| Intel Corporation (INTC) | 0.0 | $36k | 1.6k | 22.47 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.0 | $35k | 2.2k | 15.56 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.0 | $35k | 191.00 | 183.25 | |
| Asml Holding (ASML) | 0.0 | $35k | 53.00 | 660.38 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $35k | 377.00 | 92.84 | |
| Williams-Sonoma (WSM) | 0.0 | $35k | 224.00 | 156.25 | |
| Northern Trust Corporation (NTRS) | 0.0 | $35k | 352.00 | 99.43 | |
| ORIX Corporation (IX) | 0.0 | $34k | 1.6k | 20.71 | |
| Old Republic International Corporation (ORI) | 0.0 | $34k | 891.00 | 38.16 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $34k | 1.2k | 28.52 | |
| Garmin (GRMN) | 0.0 | $34k | 158.00 | 215.19 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $34k | 431.00 | 78.89 | |
| Toast (TOST) | 0.0 | $34k | 1.0k | 32.88 | |
| Mueller Industries (MLI) | 0.0 | $34k | 447.00 | 76.06 | |
| Invesco Bulletshares 2025 Mu buls (BSMP) | 0.0 | $34k | 1.4k | 24.29 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $34k | 911.00 | 37.32 | |
| ConAgra Foods (CAG) | 0.0 | $34k | 1.3k | 26.19 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $33k | 659.00 | 50.08 | |
| Ishares Tr msci usavalfct (VLUE) | 0.0 | $33k | 316.00 | 104.43 | |
| Wisdomtree Tr fndmtl srt crp (QSIG) | 0.0 | $33k | 682.00 | 48.39 | |
| Hess (HES) | 0.0 | $33k | 209.00 | 157.89 | |
| Kraft Heinz (KHC) | 0.0 | $33k | 1.1k | 30.05 | |
| Yum! Brands (YUM) | 0.0 | $32k | 208.00 | 153.85 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $32k | 203.00 | 157.64 | |
| Morningstar (MORN) | 0.0 | $32k | 110.00 | 290.91 | |
| Veeva Sys Inc cl a (VEEV) | 0.0 | $32k | 140.00 | 228.57 | |
| InterDigital (IDCC) | 0.0 | $32k | 158.00 | 202.53 | |
| Entergy Corporation (ETR) | 0.0 | $32k | 384.00 | 83.33 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $32k | 2.3k | 14.09 | |
| Infosys Technologies (INFY) | 0.0 | $32k | 1.8k | 18.18 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $31k | 306.00 | 101.31 | |
| Roper Industries (ROP) | 0.0 | $31k | 53.00 | 584.91 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $31k | 84.00 | 369.05 | |
| Arch Capital Group (ACGL) | 0.0 | $31k | 329.00 | 94.22 | |
| Seagate Technology (STX) | 0.0 | $31k | 372.00 | 83.33 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $31k | 3.4k | 9.12 | |
| Robinhood Mkts (HOOD) | 0.0 | $30k | 736.00 | 40.76 | |
| HSBC Holdings (HSBC) | 0.0 | $30k | 522.00 | 57.47 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $30k | 373.00 | 80.43 | |
| Allegion Plc equity (ALLE) | 0.0 | $30k | 235.00 | 127.66 | |
| Boston Properties (BXP) | 0.0 | $30k | 454.00 | 66.08 | |
| Fabrinet (FN) | 0.0 | $30k | 152.00 | 197.37 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $30k | 104.00 | 288.46 | |
| Rio Tinto (RIO) | 0.0 | $30k | 488.00 | 61.48 | |
| Live Nation Entertainment (LYV) | 0.0 | $30k | 236.00 | 127.12 | |
| Cemex SAB de CV (CX) | 0.0 | $29k | 5.2k | 5.55 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $29k | 316.00 | 91.77 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $29k | 110.00 | 263.64 | |
| Vanguard Financials ETF (VFH) | 0.0 | $29k | 250.00 | 116.00 | |
| Martin Marietta Materials (MLM) | 0.0 | $29k | 61.00 | 475.41 | |
| CoStar (CSGP) | 0.0 | $29k | 371.00 | 78.17 | |
| Monster Beverage Corp (MNST) | 0.0 | $29k | 499.00 | 58.12 | |
| Solaris Oilfield Infrstr (SEI) | 0.0 | $29k | 1.4k | 21.29 | |
| Vici Pptys (VICI) | 0.0 | $29k | 895.00 | 32.40 | |
| Global X Fds x yieldco ix etf | 0.0 | $28k | 3.5k | 8.09 | |
| Lamb Weston Hldgs (LW) | 0.0 | $28k | 529.00 | 52.93 | |
| Tenet Healthcare Corporation (THC) | 0.0 | $28k | 215.00 | 130.23 | |
| Vanguard Value ETF (VTV) | 0.0 | $28k | 163.00 | 171.78 | |
| J P Morgan Exchange Traded F fund (JPME) | 0.0 | $28k | 281.00 | 99.64 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $28k | 638.00 | 43.89 | |
| Banco Santander (SAN) | 0.0 | $28k | 4.2k | 6.63 | |
| Okta Inc cl a (OKTA) | 0.0 | $27k | 260.00 | 103.85 | |
| Wisdomtree Floating Rate Treasury Fund (USFR) | 0.0 | $27k | 545.00 | 49.54 | |
| J P Morgan Exchange Traded F fund (JPSE) | 0.0 | $27k | 620.00 | 43.55 | |
| CACI International (CACI) | 0.0 | $27k | 76.00 | 355.26 | |
| Portland General Electric Company (POR) | 0.0 | $27k | 602.00 | 44.85 | |
| iShares S&P Global Financials Sect. (IXG) | 0.0 | $27k | 263.00 | 102.66 | |
| Duke Energy (DUK) | 0.0 | $27k | 227.00 | 118.94 | |
| iShares MSCI Canada Index (EWC) | 0.0 | $27k | 666.00 | 40.54 | |
| ICICI Bank (IBN) | 0.0 | $26k | 853.00 | 30.48 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.0 | $26k | 532.00 | 48.87 | |
| Valero Energy Corporation (VLO) | 0.0 | $26k | 204.00 | 127.45 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $26k | 523.00 | 49.71 | |
| Imperial Oil (IMO) | 0.0 | $26k | 369.00 | 70.46 | |
| Shinhan Financial (SHG) | 0.0 | $25k | 788.00 | 31.73 | |
| Cme (CME) | 0.0 | $25k | 95.00 | 263.16 | |
| T Rowe Price Etf (TBUX) | 0.0 | $25k | 517.00 | 48.36 | |
| Air Products & Chemicals (APD) | 0.0 | $25k | 87.00 | 287.36 | |
| Loews Corporation (L) | 0.0 | $25k | 277.00 | 90.25 | |
| Willis Towers Watson (WTW) | 0.0 | $25k | 75.00 | 333.33 | |
| Regency Centers Corporation (REG) | 0.0 | $25k | 342.00 | 73.10 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $25k | 349.00 | 71.63 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.0 | $25k | 426.00 | 58.69 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $25k | 1.0k | 24.30 | |
| SPDR DJ Wilshire Mid Cap Growth (MDYG) | 0.0 | $24k | 304.00 | 78.95 | |
| CF Industries Holdings (CF) | 0.0 | $24k | 317.00 | 75.71 | |
| Adtalem Global Ed (ATGE) | 0.0 | $24k | 239.00 | 100.42 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $24k | 303.00 | 79.21 | |
| Deutsche Bank Ag-registered (DB) | 0.0 | $24k | 1.0k | 23.26 | |
| Encana Corporation (OVV) | 0.0 | $24k | 561.00 | 42.78 | |
| Mueller Water Products (MWA) | 0.0 | $23k | 911.00 | 25.25 | |
| NetApp (NTAP) | 0.0 | $23k | 268.00 | 85.82 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $23k | 306.00 | 75.16 | |
| Raymond James Financial (RJF) | 0.0 | $23k | 172.00 | 133.72 | |
| Wisdomtree Tr fndmtl hgh yld (QHY) | 0.0 | $23k | 518.00 | 44.40 | |
| Lloyds TSB (LYG) | 0.0 | $23k | 6.3k | 3.67 | |
| Royal Gold (RGLD) | 0.0 | $22k | 140.00 | 157.14 | |
| Papa John's Int'l (PZZA) | 0.0 | $22k | 559.00 | 39.36 | |
| Essex Property Trust (ESS) | 0.0 | $22k | 73.00 | 301.37 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $22k | 118.00 | 186.44 | |
| Lennox International (LII) | 0.0 | $22k | 41.00 | 536.59 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $22k | 800.00 | 27.50 | |
| Balchem Corporation (BCPC) | 0.0 | $22k | 134.00 | 164.18 | |
| Lpl Financial Holdings (LPLA) | 0.0 | $22k | 68.00 | 323.53 | |
| Dollar General (DG) | 0.0 | $22k | 253.00 | 86.96 | |
| Embraer S A (EMBJ) | 0.0 | $22k | 494.00 | 44.53 | |
| Intapp (INTA) | 0.0 | $22k | 386.00 | 56.99 | |
| Flextronics International Ltd Com Stk (FLEX) | 0.0 | $21k | 657.00 | 31.96 | |
| Hldgs (UAL) | 0.0 | $21k | 317.00 | 66.25 | |
| iShares MSCI Germany Index Fund (EWG) | 0.0 | $21k | 586.00 | 35.84 | |
| BHP Billiton (BHP) | 0.0 | $21k | 452.00 | 46.46 | |
| Shopify Inc cl a (SHOP) | 0.0 | $21k | 229.00 | 91.70 | |
| PPG Industries (PPG) | 0.0 | $21k | 196.00 | 107.14 | |
| DTE Energy Company (DTE) | 0.0 | $21k | 155.00 | 135.48 | |
| ING Groep (ING) | 0.0 | $21k | 1.1k | 19.25 | |
| Aptar (ATR) | 0.0 | $21k | 144.00 | 145.83 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.0 | $21k | 214.00 | 98.13 | |
| CarMax (KMX) | 0.0 | $21k | 274.00 | 76.64 | |
| iShares MSCI France Index (EWQ) | 0.0 | $21k | 550.00 | 38.18 | |
| Kellogg Company (K) | 0.0 | $21k | 255.00 | 82.35 | |
| Federated Investors (FHI) | 0.0 | $21k | 533.00 | 39.40 | |
| Mitsubishi UFJ Financial (MUFG) | 0.0 | $21k | 1.6k | 13.43 | |
| Joyy Inc Spon Ads Each Rep 20 Ord Shs Cl A (JOYY) | 0.0 | $21k | 514.00 | 40.86 | |
| Global X Fds rbtcs artfl in (BOTZ) | 0.0 | $20k | 731.00 | 27.36 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $20k | 331.00 | 60.42 | |
| RPM International (RPM) | 0.0 | $20k | 176.00 | 113.64 | |
| ExlService Holdings (EXLS) | 0.0 | $20k | 439.00 | 45.56 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $20k | 258.00 | 77.52 | |
| Aon (AON) | 0.0 | $20k | 51.00 | 392.16 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $20k | 822.00 | 24.33 | |
| Unilever | 0.0 | $20k | 340.00 | 58.82 | |
| Regions Financial Corporation (RF) | 0.0 | $20k | 949.00 | 21.07 | |
| Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) | 0.0 | $20k | 693.00 | 28.86 | |
| Dbx Etf Tr deutsche usd etf (HYLB) | 0.0 | $19k | 530.00 | 35.85 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $19k | 520.00 | 36.54 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $19k | 257.00 | 73.93 | |
| Korn/Ferry International (KFY) | 0.0 | $19k | 285.00 | 66.67 | |
| Brookfield Infrastructure Corp Com Sub Vtg A (BIPC) | 0.0 | $19k | 540.00 | 35.19 | |
| Clorox Company (CLX) | 0.0 | $19k | 131.00 | 145.04 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $19k | 215.00 | 88.37 | |
| AutoZone (AZO) | 0.0 | $19k | 5.00 | 3800.00 | |
| MercadoLibre (MELI) | 0.0 | $19k | 10.00 | 1900.00 | |
| Fortive (FTV) | 0.0 | $19k | 271.00 | 70.11 | |
| Omega Healthcare Investors (OHI) | 0.0 | $19k | 502.00 | 37.85 | |
| Ishares Tr cur hdg ms emu (HEZU) | 0.0 | $19k | 489.00 | 38.85 | |
| iShares S&P Global Energy Sector (IXC) | 0.0 | $19k | 463.00 | 41.04 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $19k | 399.00 | 47.62 | |
| Nuveen Muni Value Fund (NUV) | 0.0 | $19k | 2.2k | 8.74 | |
| Premier (PINC) | 0.0 | $18k | 969.00 | 18.58 | |
| PG&E Corporation (PCG) | 0.0 | $18k | 1.1k | 16.84 | |
| Hasbro (HAS) | 0.0 | $18k | 301.00 | 59.80 | |
| Tapestry (TPR) | 0.0 | $18k | 260.00 | 69.23 | |
| Principal Financial (PFG) | 0.0 | $18k | 222.00 | 81.08 | |
| Darden Restaurants (DRI) | 0.0 | $18k | 88.00 | 204.55 | |
| Primerica (PRI) | 0.0 | $18k | 66.00 | 272.73 | |
| Ansys (ANSS) | 0.0 | $18k | 57.00 | 315.79 | |
| IDEXX Laboratories (IDXX) | 0.0 | $18k | 44.00 | 409.09 | |
| Patrick Industries (PATK) | 0.0 | $18k | 218.00 | 82.57 | |
| KB Financial (KB) | 0.0 | $18k | 346.00 | 52.02 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $18k | 201.00 | 89.55 | |
| Exelon Corporation (EXC) | 0.0 | $18k | 396.00 | 45.45 | |
| Washington Federal (WAFD) | 0.0 | $17k | 613.00 | 27.73 | |
| Green Brick Partners (GRBK) | 0.0 | $17k | 292.00 | 58.22 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $17k | 121.00 | 140.50 | |
| Insmed (INSM) | 0.0 | $17k | 223.00 | 76.23 | |
| Toll Brothers (TOL) | 0.0 | $17k | 167.00 | 101.80 | |
| Firstservice Corp (FSV) | 0.0 | $17k | 104.00 | 163.46 | |
| Brady Corporation (BRC) | 0.0 | $17k | 241.00 | 70.54 | |
| Takeda Pharmaceutical (TAK) | 0.0 | $17k | 1.2k | 14.06 | |
| Apogee Enterprises (APOG) | 0.0 | $17k | 367.00 | 46.32 | |
| Spdr Series Trust barcly cap etf (SPLB) | 0.0 | $17k | 754.00 | 22.55 | |
| KT Corporation (KT) | 0.0 | $16k | 944.00 | 16.95 | |
| Popular (BPOP) | 0.0 | $16k | 179.00 | 89.39 | |
| Credicorp (BAP) | 0.0 | $16k | 90.00 | 177.78 | |
| Cheniere Energy (LNG) | 0.0 | $16k | 73.00 | 219.18 | |
| Csw Industrials (CSW) | 0.0 | $16k | 55.00 | 290.91 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $16k | 206.00 | 77.67 | |
| Five9 (FIVN) | 0.0 | $16k | 626.00 | 25.56 | |
| MGIC Investment (MTG) | 0.0 | $16k | 686.00 | 23.32 | |
| Xcel Energy (XEL) | 0.0 | $16k | 237.00 | 67.51 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.0 | $16k | 369.00 | 43.36 | |
| Autohome Inc- (ATHM) | 0.0 | $15k | 553.00 | 27.12 | |
| Anglogold Ashanti (AU) | 0.0 | $15k | 426.00 | 35.21 | |
| Harmony Gold Mining (HMY) | 0.0 | $15k | 1.1k | 14.02 | |
| Jackson Financial Inc Com Cl A (JXN) | 0.0 | $15k | 186.00 | 80.65 | |
| DaVita (DVA) | 0.0 | $15k | 99.00 | 151.52 | |
| Dorman Products (DORM) | 0.0 | $15k | 132.00 | 113.64 | |
| Waters Corporation (WAT) | 0.0 | $15k | 42.00 | 357.14 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 0.0 | $15k | 243.00 | 61.73 | |
| Packaging Corporation of America (PKG) | 0.0 | $15k | 79.00 | 189.87 | |
| International Flavors & Fragrances (IFF) | 0.0 | $15k | 196.00 | 76.53 | |
| Quanta Services (PWR) | 0.0 | $15k | 61.00 | 245.90 | |
| Medpace Hldgs (MEDP) | 0.0 | $15k | 51.00 | 294.12 | |
| Ingredion Incorporated (INGR) | 0.0 | $15k | 117.00 | 128.21 | |
| iShares MSCI Spain Index (EWP) | 0.0 | $15k | 409.00 | 36.67 | |
| Sila Realty Trust (SILA) | 0.0 | $15k | 585.00 | 25.64 | |
| Israel Chemicals (ICL) | 0.0 | $15k | 2.7k | 5.57 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 0.0 | $14k | 2.4k | 5.84 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $14k | 327.00 | 42.81 | |
| Carlyle Group (CG) | 0.0 | $14k | 342.00 | 40.94 | |
| Vaneck Vectors Uranium + Nuclear Energy Etf etf (NLR) | 0.0 | $14k | 195.00 | 71.79 | |
| Stifel Financial (SF) | 0.0 | $14k | 156.00 | 89.74 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $14k | 11.00 | 1272.73 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $14k | 100.00 | 140.00 | |
| NVR (NVR) | 0.0 | $14k | 2.00 | 7000.00 | |
| Wabtec Corporation (WAB) | 0.0 | $14k | 82.00 | 170.73 | |
| iShares S&P Global Infrastructure Index (IGF) | 0.0 | $14k | 268.00 | 52.24 | |
| Microchip Technology (MCHP) | 0.0 | $14k | 289.00 | 48.44 | |
| Matson (MATX) | 0.0 | $14k | 114.00 | 122.81 | |
| Welltower Inc Com reit (WELL) | 0.0 | $14k | 96.00 | 145.83 | |
| Ares Management Corporation cl a com stk (ARES) | 0.0 | $14k | 96.00 | 145.83 | |
| Onto Innovation (ONTO) | 0.0 | $14k | 123.00 | 113.82 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $14k | 201.00 | 69.65 | |
| Avista Corporation (AVA) | 0.0 | $14k | 343.00 | 40.82 | |
| Tor Dom Bk Cad (TD) | 0.0 | $14k | 242.00 | 57.85 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $14k | 386.00 | 36.27 | |
| Radian (RDN) | 0.0 | $14k | 426.00 | 32.86 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $14k | 627.00 | 22.33 | |
| Ultrapar Participacoes SA (UGP) | 0.0 | $14k | 4.6k | 3.06 | |
| Telefonica Brasil Sa (VIV) | 0.0 | $13k | 1.6k | 8.19 | |
| Cnh Industrial (CNH) | 0.0 | $13k | 1.1k | 12.24 | |
| Udr (UDR) | 0.0 | $13k | 298.00 | 43.62 | |
| Kontoor Brands (KTB) | 0.0 | $13k | 212.00 | 61.32 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $13k | 223.00 | 58.30 | |
| Tenaris (TS) | 0.0 | $13k | 349.00 | 37.25 | |
| Industries N shs - a - (LYB) | 0.0 | $13k | 186.00 | 69.89 | |
| Manhattan Associates (MANH) | 0.0 | $13k | 78.00 | 166.67 | |
| National Grid (NGG) | 0.0 | $13k | 204.00 | 63.73 | |
| Embotelladora Andina SA (AKO.B) | 0.0 | $13k | 618.00 | 21.04 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $13k | 135.00 | 96.30 | |
| Humana (HUM) | 0.0 | $13k | 52.00 | 250.00 | |
| Atlassian Corporation Cl A (TEAM) | 0.0 | $13k | 65.00 | 200.00 | |
| Ralph Lauren Corp (RL) | 0.0 | $13k | 62.00 | 209.68 | |
| Doordash (DASH) | 0.0 | $13k | 75.00 | 173.33 | |
| Camden Property Trust (CPT) | 0.0 | $13k | 112.00 | 116.07 | |
| Spdr Ser Tr kensho new eco (KOMP) | 0.0 | $13k | 300.00 | 43.33 | |
| Weyerhaeuser Company (WY) | 0.0 | $13k | 462.00 | 28.14 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $13k | 284.00 | 45.77 | |
| Spdr Series Trust cmn (SPBO) | 0.0 | $13k | 451.00 | 28.82 | |
| First Trust Global Tactical etp (FTGC) | 0.0 | $13k | 548.00 | 23.72 | |
| Cae (CAE) | 0.0 | $13k | 536.00 | 24.25 | |
| Sealed Air (SEE) | 0.0 | $12k | 438.00 | 27.40 | |
| Turning Pt Brands (TPB) | 0.0 | $12k | 212.00 | 56.60 | |
| Omni (OMC) | 0.0 | $12k | 146.00 | 82.19 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $12k | 148.00 | 81.08 | |
| Ross Stores (ROST) | 0.0 | $12k | 94.00 | 127.66 | |
| Constellation Brands (STZ) | 0.0 | $12k | 67.00 | 179.10 | |
| Cirrus Logic (CRUS) | 0.0 | $12k | 130.00 | 92.31 | |
| Erie Indemnity Company (ERIE) | 0.0 | $12k | 30.00 | 400.00 | |
| IDT Corporation (IDT) | 0.0 | $12k | 240.00 | 50.00 | |
| Brookfield Asset Management (BAM) | 0.0 | $12k | 250.00 | 48.00 | |
| Mohawk Industries (MHK) | 0.0 | $12k | 111.00 | 108.11 | |
| Pinduoduo (PDD) | 0.0 | $12k | 107.00 | 112.15 | |
| Coca Cola European Partners (CCEP) | 0.0 | $12k | 139.00 | 86.33 | |
| Airbnb (ABNB) | 0.0 | $12k | 106.00 | 113.21 | |
| Best Buy (BBY) | 0.0 | $12k | 164.00 | 73.17 | |
| Gms | 0.0 | $12k | 172.00 | 69.77 | |
| Tetra Tech (TTEK) | 0.0 | $12k | 431.00 | 27.84 | |
| Janus Short Duration (VNLA) | 0.0 | $12k | 252.00 | 47.62 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.0 | $11k | 438.00 | 25.11 | |
| Key (KEY) | 0.0 | $11k | 734.00 | 14.99 | |
| Innoviva (INVA) | 0.0 | $11k | 650.00 | 16.92 | |
| Artisan Partners (APAM) | 0.0 | $11k | 298.00 | 36.91 | |
| Pldt (PHI) | 0.0 | $11k | 482.00 | 22.82 | |
| H&R Block (HRB) | 0.0 | $11k | 206.00 | 53.40 | |
| Managed Portfolio Ser tortoise nram pi | 0.0 | $11k | 305.00 | 36.07 | |
| Tencent Music Entertco L spon ad (TME) | 0.0 | $11k | 767.00 | 14.34 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $11k | 214.00 | 51.40 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $11k | 762.00 | 14.44 | |
| Franklin Electric (FELE) | 0.0 | $11k | 124.00 | 88.71 | |
| Nexstar Broadcasting (NXST) | 0.0 | $11k | 66.00 | 166.67 | |
| Stride (LRN) | 0.0 | $11k | 94.00 | 117.02 | |
| Diageo (DEO) | 0.0 | $11k | 106.00 | 103.77 | |
| Burlington Stores (BURL) | 0.0 | $11k | 48.00 | 229.17 | |
| Constellation Energy (CEG) | 0.0 | $11k | 58.00 | 189.66 | |
| Gra (GGG) | 0.0 | $11k | 139.00 | 79.14 | |
| Ishr Msci Singapore (EWS) | 0.0 | $11k | 463.00 | 23.76 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $11k | 111.00 | 99.10 | |
| Arm Holdings (ARM) | 0.0 | $11k | 111.00 | 99.10 | |
| Valmont Industries (VMI) | 0.0 | $11k | 40.00 | 275.00 | |
| Jack Henry & Associates (JKHY) | 0.0 | $11k | 64.00 | 171.88 | |
| Yum China Holdings (YUMC) | 0.0 | $11k | 220.00 | 50.00 | |
| Ishares Inc etp (EWT) | 0.0 | $11k | 233.00 | 47.21 | |
| Core & Main (CNM) | 0.0 | $11k | 239.00 | 46.03 | |
| Middleby Corporation (MIDD) | 0.0 | $11k | 73.00 | 150.68 | |
| Nortonlifelock (GEN) | 0.0 | $11k | 416.00 | 26.44 | |
| Bel Fuse (BELFB) | 0.0 | $11k | 153.00 | 71.90 | |
| Globalstar (GSAT) | 0.0 | $11k | 566.00 | 19.43 | |
| Zymeworks Del (ZYME) | 0.0 | $11k | 981.00 | 11.21 | |
| Hackett (HCKT) | 0.0 | $10k | 373.00 | 26.81 | |
| Woori Financial Gr Co L (WF) | 0.0 | $10k | 309.00 | 32.36 | |
| Delta Air Lines (DAL) | 0.0 | $10k | 233.00 | 42.92 | |
| Sempra Energy (SRE) | 0.0 | $10k | 150.00 | 66.67 | |
| Solventum Corp (SOLV) | 0.0 | $10k | 134.00 | 74.63 | |
| SPDR S&P China (GXC) | 0.0 | $10k | 118.00 | 84.75 | |
| Bk Nova Cad (BNS) | 0.0 | $10k | 226.00 | 44.25 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $10k | 29.00 | 344.83 | |
| Guidewire Software (GWRE) | 0.0 | $10k | 57.00 | 175.44 | |
| United Rentals (URI) | 0.0 | $10k | 17.00 | 588.24 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $10k | 200.00 | 50.00 | |
| iShares MSCI Austria Investable Mkt (EWO) | 0.0 | $10k | 400.00 | 25.00 | |
| iShares Dow Jones US Financial (IYF) | 0.0 | $10k | 90.00 | 111.11 | |
| Stantec (STN) | 0.0 | $10k | 122.00 | 81.97 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $10k | 112.00 | 89.29 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $10k | 136.00 | 73.53 | |
| D First Tr Exchange-traded (FPE) | 0.0 | $10k | 574.00 | 17.42 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $10k | 83.00 | 120.48 | |
| Global X Fds equity (NORW) | 0.0 | $10k | 378.00 | 26.45 | |
| Liberty Global Ltd Com Cl C (LBTYK) | 0.0 | $10k | 905.00 | 11.05 | |
| Invesco Actively Managd Etf optimum yield (PDBC) | 0.0 | $10k | 768.00 | 13.02 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $10k | 1.3k | 7.43 |