Zhang Financial

Zhang Financial as of June 30, 2025

Portfolio Holdings for Zhang Financial

Zhang Financial holds 291 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
Vanguard S&p S&p 500 Etf Shs (VOO) 7.7 $167M 294k 568.03
Vanguard Index Fds Total Stk Mkt (VTI) 7.7 $166M 546k 303.93
Dimensional Us Us Equity Etf (DFUS) 7.4 $161M 2.4M 67.02
Ishares Core Core S&p Ttl Stk (ITOT) 5.5 $119M 879k 135.04
Dimensional Us Us Core Equity 2 (DFAC) 5.3 $115M 3.2M 35.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $108M 1.6M 69.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 4.1 $89M 695k 128.52
Vanguard Intermediate Intermed Term (BIV) 2.9 $62M 805k 77.34
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $60M 1.7M 34.57
Vanguard Small Sm Cp Val Etf (VBR) 2.1 $46M 237k 195.01
Stryker Corporation (SYK) 2.1 $45M 114k 395.63
Vanguard Total Total Bnd Mrkt (BND) 2.0 $43M 589k 73.63
Apple (AAPL) 1.9 $42M 202k 205.17
Vanguard High High Div Yld (VYM) 1.8 $39M 295k 133.31
Bny Mellon Us Lrg Cp Core (BKLC) 1.7 $36M 305k 118.43
Microsoft Corporation (MSFT) 1.4 $31M 62k 497.41
Ishares Gold Ishares (IAU) 1.4 $30M 474k 62.36
Dimensional Us Us Core Eqt Mkt (DFAU) 1.2 $27M 627k 42.36
Vanguard Short Shrt Trm Corp Bd (VCSH) 1.2 $26M 330k 79.50
NVIDIA Corporation (NVDA) 1.0 $22M 138k 157.99
Ishares Core Core Us Aggbd Et (AGG) 1.0 $22M 220k 99.20
Avantis Intl Intl Eqt Etf (AVDE) 1.0 $22M 293k 74.01
Vanguard Mid Mid Cap Etf (VO) 1.0 $22M 77k 279.83
Vanguard S&p 500 Val Idx Fd (VOOV) 0.9 $20M 107k 188.71
Spdr Portfolio Portfoli S&p1500 (SPTM) 0.9 $19M 255k 74.89
Ishares Bitcoin Tr SHS (IBIT) 0.9 $19M 309k 61.21
Dimensional Us Us Small Cap Val (DFSV) 0.9 $19M 629k 29.43
Ishares Russell Rus 2000 Val Etf (IWN) 0.8 $17M 105k 157.76
Ishares Core Core S&p500 Etf (IVV) 0.8 $17M 27k 620.89
Vanguard Mega Mega Grwth Ind (MGK) 0.8 $16M 45k 366.17
Avantis U S Us Eqt Etf (AVUS) 0.7 $15M 150k 100.82
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $14M 253k 57.01
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $14M 568k 23.83
Amazon (AMZN) 0.6 $13M 59k 219.39
Berkshire Hathaway CL B (BRK.B) 0.6 $12M 25k 485.77
Vanguard Value Value Etf (VTV) 0.5 $11M 64k 176.74
Schwab Intl Intl Eqty Etf (SCHF) 0.5 $11M 510k 22.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $11M 223k 49.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $11M 18k 617.87
Vanguard Growth Growth Etf (VUG) 0.5 $11M 25k 438.41
Facebook Cl A (META) 0.5 $9.8M 13k 738.11
Alphabet Cap Stk Cl A (GOOGL) 0.4 $9.7M 55k 176.23
Avantis U S Us Sml Cp Valu (AVUV) 0.4 $8.8M 96k 91.10
Spdr Portfolio Portfolio S&p400 (SPMD) 0.4 $8.3M 153k 54.38
Ishares Short Shrt Nat Mun Etf (SUB) 0.3 $7.5M 71k 106.34
Ferguson Enterprises Common Stock New (FERG) 0.3 $6.9M 32k 217.75
World Gold Spdr Gld Minis (GLDM) 0.3 $6.9M 105k 65.52
Ishares Msci Msci Emrg Chn (EMXC) 0.3 $6.7M 107k 63.14
Spdr Portfolio Portfolio Agrgte (SPAB) 0.3 $6.1M 238k 25.60
Broadcom (AVGO) 0.3 $5.9M 22k 275.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $5.7M 89k 63.71
JPMorgan Chase & Co. (JPM) 0.3 $5.6M 19k 289.90
International Business Machines (IBM) 0.3 $5.6M 19k 294.78
Vanguard Mega Mega Cap Index (MGC) 0.3 $5.6M 25k 224.92
Invesco Qqq Unit Ser 1 (QQQ) 0.3 $5.5M 9.9k 551.67
Ishares Core Core Msci Total (IXUS) 0.2 $5.2M 68k 77.31
Vanguard Real Real Estate Etf (VNQ) 0.2 $4.8M 54k 89.06
Abbvie (ABBV) 0.2 $4.6M 25k 185.62
Ishares Msci Eafe Value Etf (EFV) 0.2 $4.5M 71k 63.48
Amgen (AMGN) 0.2 $4.4M 16k 279.20
Cisco Systems (CSCO) 0.2 $4.4M 64k 69.38
Micron Technology (MU) 0.2 $4.4M 36k 123.25
Vanguard Russell Vng Rus1000grw (VONG) 0.2 $4.4M 40k 109.20
Vanguard Russell Vng Rus1000idx (VONE) 0.2 $4.4M 16k 280.86
Vanguard Information Inf Tech Etf (VGT) 0.2 $4.2M 6.3k 663.26
Goldman Sachs (GS) 0.2 $4.1M 5.8k 707.75
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $4.1M 20k 204.68
Procter & Gamble Company (PG) 0.2 $4.1M 26k 159.32
KLA-Tencor Corporation (KLAC) 0.2 $4.0M 4.5k 895.65
Vanguard International Intl High Etf (VYMI) 0.2 $4.0M 50k 80.11
Caterpillar (CAT) 0.2 $4.0M 10k 388.20
American Express Company (AXP) 0.2 $3.9M 12k 318.98
Vanguard Mega Mega Cap Val Etf (MGV) 0.2 $3.9M 30k 131.20
Blackrock Ultra Blackrock Ultra (ICSH) 0.2 $3.7M 74k 50.71
Ishares Russell Russell 3000 Etf (IWV) 0.2 $3.6M 10k 351.01
Tesla Motors (TSLA) 0.2 $3.6M 11k 317.66
Apollo Global Mgmt (APO) 0.2 $3.6M 25k 141.87
Vanguard Large Large Cap Etf (VV) 0.2 $3.4M 12k 285.30
Hf Foods Group (HFFG) 0.2 $3.4M 1.1M 3.18
Ishares National National Mun (MUB) 0.2 $3.4M 32k 104.48
Vanguard Russell Vng Rus1000val (VONV) 0.2 $3.3M 38k 85.21
Applied Industrial Technologies (AIT) 0.1 $3.2M 14k 232.45
Parker-Hannifin Corporation (PH) 0.1 $3.0M 4.4k 698.48
Bny Mellon Internationl Eqt (BKIE) 0.1 $3.0M 35k 86.17
Exxon Mobil Corporation (XOM) 0.1 $3.0M 28k 107.80
Vanguard S&p 500 Grth Idx F (VOOG) 0.1 $3.0M 7.5k 396.57
Dimensional Us Us Mktwide Value (DFUV) 0.1 $2.9M 70k 42.28
Honeywell International (HON) 0.1 $2.9M 13k 232.89
Spdr Portfolio Portfolio Sh Tsr (SPTS) 0.1 $2.8M 97k 29.29
Wal-Mart Stores (WMT) 0.1 $2.7M 28k 97.78
salesforce (CRM) 0.1 $2.7M 9.9k 272.69
Johnson & Johnson (JNJ) 0.1 $2.7M 18k 152.75
Schwab Us Us Mid-cap Etf (SCHM) 0.1 $2.7M 95k 28.05
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.7M 15k 177.40
Pepsi (PEP) 0.1 $2.6M 20k 132.04
Sector Financial Sbi Int-finl (XLF) 0.1 $2.6M 49k 52.37
Ishares Select Select Divid Etf (DVY) 0.1 $2.5M 19k 132.81
Booking Holdings (BKNG) 0.1 $2.5M 434.00 5796.98
Schwab Us Us Lrg Cap Etf (SCHX) 0.1 $2.5M 101k 24.44
Applied Materials (AMAT) 0.1 $2.5M 13k 183.07
Medtronic SHS (MDT) 0.1 $2.3M 27k 87.17
Vanguard Small Small Cp Etf (VB) 0.1 $2.3M 9.7k 236.97
Schwab Aggregate Us Aggregate B (SCHZ) 0.1 $2.3M 97k 23.24
Visa Com Cl A (V) 0.1 $2.2M 6.3k 355.06
Berkshire Hathaway Cl A (BRK.A) 0.1 $2.2M 3.00 728800.00
Ameriprise Financial (AMP) 0.1 $2.2M 4.1k 533.72
Ishares Russell Rus 1000 Etf (IWB) 0.1 $2.2M 6.3k 339.57
Kkr & Co (KKR) 0.1 $2.1M 16k 133.03
McKesson Corporation (MCK) 0.1 $2.1M 2.8k 732.78
Philip Morris International (PM) 0.1 $2.0M 11k 182.12
Eli Lilly & Co. (LLY) 0.1 $2.0M 2.6k 779.64
Dimensional Emerging Emgr Cre Eqt Mng (DFAE) 0.1 $2.0M 68k 28.95
Vanguard Extended Extend Mkt Etf (VXF) 0.1 $1.9M 10k 192.72
Vanguard Short Short Term Treas (VGSH) 0.1 $1.9M 33k 58.78
Spdr Series S&p Divid Etf (SDY) 0.1 $1.9M 14k 135.73
MercadoLibre (MELI) 0.1 $1.9M 721.00 2614.16
Uber Technologies N/a (UBER) 0.1 $1.9M 20k 93.30
Spdr Portfolio Portfolio Devlpd (SPDW) 0.1 $1.9M 46k 40.49
Ishares Tips Tips Bd Etf (TIP) 0.1 $1.9M 17k 110.04
Sector Technology Technology (XLK) 0.1 $1.8M 7.2k 253.23
Ford Motor Company (F) 0.1 $1.8M 167k 10.85
Blackstone Group Inc Com Cl A (BX) 0.1 $1.8M 12k 149.58
Ishares Core Core S&p Scp Etf (IJR) 0.1 $1.8M 17k 109.29
Ishares Russell Rus Mid Cap Etf (IWR) 0.1 $1.8M 20k 91.97
Merck & Co (MRK) 0.1 $1.8M 23k 79.16
Dimensional Us Us Large Cap Val (DFLV) 0.1 $1.8M 57k 31.02
Ishares Core Core S&p Mcp Etf (IJH) 0.1 $1.7M 28k 62.02
Eaton Corp SHS (ETN) 0.1 $1.7M 4.9k 357.01
Home Depot (HD) 0.1 $1.7M 4.7k 366.63
Dimensional Intl Internatnal Val (DFIV) 0.1 $1.7M 39k 42.83
Vanguard Ftse Ftse Smcap Etf (VSS) 0.1 $1.7M 12k 134.39
Lowe's Companies (LOW) 0.1 $1.7M 7.4k 221.87
Invesco Nasdaq Nasdaq 100 Etf (QQQM) 0.1 $1.6M 7.1k 227.10
Costco Wholesale Corporation (COST) 0.1 $1.5M 1.5k 989.91
Intuit N/a (INTU) 0.1 $1.5M 1.9k 787.83
Schwab Us N/a (SCHD) 0.1 $1.5M 56k 26.50
Vanguard Mid Mcap Vl Idxvip (VOE) 0.1 $1.4M 8.7k 164.47
Ishares S&p Sp Smcp600vl Etf (IJS) 0.1 $1.4M 14k 99.49
Ishares Msci Msci Eafe Etf (EFA) 0.1 $1.4M 16k 89.39
Lockheed Martin N/a (LMT) 0.1 $1.4M 3.0k 463.23
SPDR S&P Utser1 S&pdcrp (MDY) 0.1 $1.4M 2.5k 566.48
Colgate-palmolive N/a (CL) 0.1 $1.4M 15k 90.90
Northpointe Bancshares Com Shs (NPB) 0.1 $1.4M 101k 13.71
Carlyle Group (CG) 0.1 $1.4M 27k 51.40
Spdr Portfolio Portfolio Intrmd (SPIB) 0.1 $1.3M 40k 33.58
Kellogg Company (K) 0.1 $1.3M 17k 79.53
Oracle Corporation (ORCL) 0.1 $1.3M 6.0k 218.61
Ishares S&p S&p 500 Grwt Etf (IVW) 0.1 $1.3M 12k 110.10
Linde SHS (LIN) 0.1 $1.3M 2.8k 469.21
Bny Mellon Us Mdcp Core Eqt (BKMC) 0.1 $1.3M 12k 102.36
Bny Mellon Core Bond Etf (BKAG) 0.1 $1.3M 30k 42.18
Dimensional Us Us Targeted Vlu (DFAT) 0.1 $1.2M 23k 53.96
Ishares Russell Rus 1000 Grw Etf (IWF) 0.1 $1.2M 2.8k 424.59
Spdr Portfolio Portfolio Short (SPSB) 0.1 $1.2M 39k 30.19
Netflix (NFLX) 0.1 $1.2M 871.00 1339.13
Mastercard Cl A (MA) 0.1 $1.1M 2.0k 561.91
Blackrock (BLK) 0.1 $1.1M 1.1k 1049.30
Ishares Technology U.s. Tech Etf (IYW) 0.1 $1.1M 6.4k 173.27
Dimensional World World Ex Us Core (DFAX) 0.1 $1.1M 37k 29.37
Lci Industries (LCII) 0.0 $1.1M 12k 91.19
Altria (MO) 0.0 $1.1M 18k 58.63
Mondelez International Cl A (MDLZ) 0.0 $1.1M 16k 67.44
Ishares Core Core Div Grwth (DGRO) 0.0 $1.1M 17k 63.94
Ishares S&p S&p 500 Val Etf (IVE) 0.0 $1.0M 5.4k 195.39
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $1.0M 9.9k 104.98
Spdr Dow Ut Ser 1 (DIA) 0.0 $1.0M 2.3k 440.65
Ishares Silver Ishares (SLV) 0.0 $974k 30k 32.81
McDonald's Corporation (MCD) 0.0 $966k 3.3k 292.24
Ishares 1-3yr 1 3 Yr Treas Bd (SHY) 0.0 $959k 12k 82.86
Fortinet (FTNT) 0.0 $956k 9.0k 105.72
Chevron Corporation (CVX) 0.0 $947k 6.6k 143.20
Bank of America Corporation (BAC) 0.0 $910k 19k 47.32
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.0 $903k 18k 49.87
Vanguard Industrials Industrial Etf (VIS) 0.0 $897k 3.2k 280.08
Morgan Stanley (MS) 0.0 $896k 6.4k 140.86
Shopify Cl A (SHOP) 0.0 $885k 7.7k 115.35
Nextera Energy (NEE) 0.0 $883k 13k 69.42
Vanguard Ftse Allwrld Ex Us (VEU) 0.0 $876k 13k 67.22
Qualcomm (QCOM) 0.0 $850k 5.3k 159.26
Abbott Laboratories (ABT) 0.0 $816k 6.0k 136.01
Balchem Corporation (BCPC) 0.0 $796k 5.0k 159.20
Coca-Cola Company (KO) 0.0 $756k 11k 70.75
Corteva (CTVA) 0.0 $735k 9.9k 74.53
Vanguard Municipal Tax Exempt Bd (VTEB) 0.0 $679k 14k 49.03
Capital One Financial (COF) 0.0 $665k 3.1k 212.76
Nucor Corporation (NUE) 0.0 $663k 5.1k 129.54
Vanguard Intermediate Inter Term Treas (VGIT) 0.0 $641k 11k 59.81
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $615k 6.1k 100.70
Ares Management N/a (ARES) 0.0 $612k 3.5k 173.20
Adobe Systems Incorporated (ADBE) 0.0 $592k 1.5k 386.95
Sherwin-Williams Company (SHW) 0.0 $577k 1.7k 343.38
Vanguard Short Short Trm Bond (BSV) 0.0 $576k 7.3k 78.70
Texas Instruments Incorporated (TXN) 0.0 $568k 2.7k 207.63
Prudential Financial (PRU) 0.0 $563k 5.2k 107.44
Illinois Tool Works (ITW) 0.0 $555k 2.2k 247.24
Schwab Us Us Sml Cap Etf (SCHA) 0.0 $552k 22k 25.30
Ishares Russell Rus 1000 Val Etf (IWD) 0.0 $539k 2.8k 194.26
Pfizer (PFE) 0.0 $534k 22k 24.24
Kimberly-Clark Corporation (KMB) 0.0 $527k 4.1k 128.91
Ishares Russ Rus Mdcp Val Etf (IWS) 0.0 $515k 3.9k 132.15
At&t (T) 0.0 $512k 18k 28.94
Spdr Portfolio N/a (SPEM) 0.0 $504k 12k 42.74
Schwab Us N/a (SCHG) 0.0 $500k 17k 29.21
Schwab Us Us Lcap Va Etf (SCHV) 0.0 $492k 18k 27.67
Allstate Corporation (ALL) 0.0 $474k 2.4k 201.31
Vanguard Health Health Car Etf (VHT) 0.0 $462k 1.9k 248.36
General Electric N/a (GE) 0.0 $450k 1.7k 257.36
American Century Avantis Us Small (AVSC) 0.0 $449k 8.7k 51.57
Lam Research (LRCX) 0.0 $434k 4.5k 97.34
MetLife (MET) 0.0 $430k 5.4k 80.42
Invesco S&p S&p500 Eql Wgt (RSP) 0.0 $424k 2.3k 181.74
Hershey Company (HSY) 0.0 $416k 2.5k 165.95
Dupont De Nemours (DD) 0.0 $415k 6.1k 68.59
First Solar (FSLR) 0.0 $414k 2.5k 165.54
Ishares Msci Msci Usa Qlt Fct (QUAL) 0.0 $408k 2.2k 182.88
Vaneck Vectors Semiconductr Etf (SMH) 0.0 $399k 1.4k 278.88
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $397k 5.8k 68.21
Schwab Us Us Tips Etf (SCHP) 0.0 $396k 15k 26.68
Vanguard Intermediate Int-term Corp (VCIT) 0.0 $381k 4.6k 82.92
Raytheon Technologies Corp (RTX) 0.0 $380k 2.6k 146.00
Spdr Gold Gold Shs (GLD) 0.0 $373k 1.2k 304.83
Apogee Enterprises (APOG) 0.0 $371k 9.1k 40.60
Trade Desk Com Cl A (TTD) 0.0 $371k 5.2k 71.99
Waste Management (WM) 0.0 $368k 1.6k 228.75
Vanguard Ftse Ftse Pacific Etf (VPL) 0.0 $362k 4.4k 82.18
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $353k 792.00 445.47
American Centy Etf Tr International Lr (AVIV) 0.0 $352k 5.7k 62.24
City Holding Company (CHCO) 0.0 $348k 2.8k 122.41
Danaher Corporation (DHR) 0.0 $346k 1.8k 197.50
State Street Corporation (STT) 0.0 $345k 3.2k 106.34
Ishares S&p S&p Mc 400vl Etf (IJJ) 0.0 $333k 2.7k 123.57
Vanguard Esg Esg Us Stk Etf (ESGV) 0.0 $331k 3.0k 109.64
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $324k 3.8k 84.83
Spdr Series S&p 500 Esg Etf (EFIV) 0.0 $321k 5.5k 58.55
Cavco Industries (CVCO) 0.0 $321k 738.00 434.43
Qorvo (QRVO) 0.0 $318k 3.8k 84.91
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $318k 8.9k 35.56
Boeing Company (BA) 0.0 $318k 1.5k 209.53
Comcast Corp Cl A (CMCSA) 0.0 $317k 8.9k 35.69
Vanguard Mid Mcap Gr Idxvip (VOT) 0.0 $316k 1.1k 284.31
Invesco Exchange S&p500 Low Vol (SPLV) 0.0 $308k 4.2k 72.82
O'reilly Automotive (ORLY) 0.0 $306k 3.4k 90.13
Cummins (CMI) 0.0 $301k 920.00 327.42
Rlj Lodging Cum Conv Pfd A (RLJ.PA) 0.0 $300k 13k 23.66
Bristol Myers Squibb (BMY) 0.0 $300k 6.5k 46.29
General Mills (GIS) 0.0 $298k 5.7k 51.81
Southern Company (SO) 0.0 $293k 3.2k 91.84
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.0 $293k 3.8k 77.57
TJX Companies (TJX) 0.0 $291k 2.4k 123.51
Teva Pharmaceutical Sponsored Ads (TEVA) 0.0 $290k 17k 16.76
Ubs Group SHS (UBS) 0.0 $288k 8.5k 33.82
Walt Disney Com Disney (DIS) 0.0 $276k 2.2k 124.01
Ishares Tr Us Consum Discre (IYC) 0.0 $272k 2.7k 99.64
Vanguard Financials Financials Etf (VFH) 0.0 $269k 2.1k 127.30
Metropcs Communications (TMUS) 0.0 $265k 1.1k 238.24
Starbucks Corporation (SBUX) 0.0 $264k 2.9k 91.64
Automatic Data N/a (ADP) 0.0 $260k 843.00 308.22
Kroger N/a (KR) 0.0 $258k 3.6k 71.72
Schwab Emerging Emrg Mkteq Etf (SCHE) 0.0 $256k 8.5k 30.14
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR) 0.0 $253k 5.0k 50.27
Valero Energy Corporation (VLO) 0.0 $251k 1.9k 134.42
Marathon Petroleum Corp (MPC) 0.0 $246k 1.5k 166.14
Paychex (PAYX) 0.0 $242k 1.7k 145.46
Sanofi Sponsored Adr (SNY) 0.0 $242k 5.0k 48.31
Norfolk Southern (NSC) 0.0 $241k 941.00 256.01
First Merchants Corporation (FRME) 0.0 $240k 6.3k 38.30
Ishares Tr Us Industrials (IYJ) 0.0 $235k 1.7k 142.31
MPLX Com Unit Rep Ltd (MPLX) 0.0 $234k 4.5k 51.51
Quest Diagnostics Incorporated (DGX) 0.0 $231k 1.3k 179.63
American Century N/a (AVEM) 0.0 $231k 3.4k 68.54
Ge Vernova Common Stock (GEV) 0.0 $229k 433.00 529.24
Markel Corporation (MKL) 0.0 $226k 113.00 1997.36
Constellation Energy N/a (CEG) 0.0 $225k 697.00 322.78
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $223k 2.0k 111.65
Boston Scientific N/a (BSX) 0.0 $221k 2.1k 107.41
W.W. Grainger (GWW) 0.0 $221k 212.00 1040.47
Vanguard Esg Esg Intl Stk Etf (VSGX) 0.0 $220k 3.4k 65.50
Gilead Sciences (GILD) 0.0 $216k 1.9k 110.86
Ishares Msci Msci Usa Esg Slc (SUSA) 0.0 $215k 1.7k 126.75
Viatris (VTRS) 0.0 $212k 24k 8.93
Ishares Core Core Msci Emkt (IEMG) 0.0 $212k 3.5k 60.03
Taiwan Semiconductor N/a (TSM) 0.0 $211k 931.00 226.49
Tyson Foods Cl A (TSN) 0.0 $207k 3.7k 55.94
Duke Energy Com New (DUK) 0.0 $206k 1.7k 118.00
Ishares Bb N/a (HYBB) 0.0 $203k 4.3k 47.00
Tiziana Life Sciences (TLSA) 0.0 $142k 90k 1.58
Shyft Group (SHYF) 0.0 $141k 11k 12.54
Calamos Convertible Com Shs (CHY) 0.0 $130k 12k 10.99
Steelcase Cl A (SCS) 0.0 $118k 11k 10.43
Hive Digital Technologies Lt Com New (HIVE) 0.0 $41k 23k 1.80
Gerdau Sa Spon Adr Rep Pfd (GGB) 0.0 $34k 12k 2.92