TIAA Wealth Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), TIAA Wealth Investment Management LLC reported 563 stock positions worth $13.1 billion. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 17.0% of the portfolio, followed by iShares MBS ETF (MBB, 10.2%) and iShares Core MSCI Emerging (IEMG, 9.2%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002124867
- Portfolio Value
- $13.1B (Q1 2026)
- SEC Filing
- 0000930413-26-001567 ↗ filed May 12, 2026
Holdings Value
Holdings 563 stocks · $13.1B
| IEFA iShares Core MSCI Eafe ETF | 16.96% | 25,333,750 | $2.2B | — |
| MBB iShares MBS ETF | 10.18% | 14,072,269 | $1.3B | — |
| IEMG iShares Core MSCI Emerging | 9.21% | 17,919,365 | $1.2B | — |
| SCZ iShares MSCI Eafe Small-Cap | 5.51% | 9,480,809 | $721.3M | — |
| ESGU iShares ESG Aware MSCI USA | 5.14% | 4,900,171 | $673.2M | — |
| GOVT iShares US Treasury Bond ETF | 4.47% | 25,607,976 | $586.2M | — |
| USIG iShares Broad Usd Investment | 4.42% | 11,369,294 | $579.5M | — |
| IWF iShares Russell 1000 Growth | 3.35% | 1,066,633 | $438.3M | — |
| USHY iShares Broad Usd High Yield | 3.14% | 11,282,244 | $411.6M | — |
| IAGG iShares Intl Aggregate Bond | 2.44% | 6,422,057 | $319.9M | — |
| IWN iShares Russell 2000 Value E | 2.18% | 1,545,718 | $285.7M | — |
| ESGD iShares Trust iShares ESG Aw | 2.03% | 2,874,555 | $266.1M | — |
| GOOGL Alphabet Inc. Class A | 1.51% | 688,784 | $198.0M | — |
| AGG iShares Core U.S. Aggregate | 1.39% | 1,842,892 | $182.5M | — |
| QDF NT Qual Div ETF | 1.36% | 2,301,166 | $177.7M | — |
| AAPL Apple Inc. | 1.29% | 666,906 | $169.2M | — |
| NVDA Nvidia Corp. | 1.28% | 957,939 | $167.1M | — |
| MSFT Microsoft Corp. | 1.26% | 446,570 | $165.3M | — |
| IWO iShares Russell 2000 Growth | 1.07% | 466,740 | $140.5M | — |
| IWD iShares Russell 1000 Value E | 1.03% | 645,769 | $135.2M | — |
| ESGE iShares Inc. iShares ESG Awar | 0.99% | 2,961,522 | $129.7M | — |
| AMZN Amazon.com Inc. | 0.95% | 600,154 | $125.0M | — |
| META Meta Platforms Inc. Class A | 0.73% | 167,237 | $95.7M | — |
| AVGO Broadcom Inc. | 0.69% | 290,950 | $90.0M | — |
| IWB iShares Russell 1000 ETF | 0.66% | 250,382 | $86.8M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.66% | 2,861,026 | $86.4M | — |
| JPM JPMorgan Chase & Co. | 0.53% | 235,959 | $69.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.49% | 1,277,072 | $63.7M | — |
| UNH Unitedhealth Group Inc. | 0.42% | 201,696 | $54.6M | — |
| ESML iShares ESG Aware MSCI USA S | 0.36% | 1,024,984 | $46.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 97,041 | $46.5M | — |
| V Visa Inc. Class A | 0.35% | 152,833 | $46.2M | — |
| ITM Vaneck Intermediate Muni ETF | 0.34% | 946,835 | $44.0M | — |
| VTEI Vanguard Int Tax-Exempt Bond | 0.33% | 438,910 | $43.9M | — |
| SUB iShares Short-Term National | 0.32% | 387,522 | $41.3M | — |
| MA Mastercard Inc. Class A | 0.31% | 81,885 | $40.9M | — |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 79,694 | $39.2M | — |
| XOM Exxon Mobil Corp. | 0.26% | 204,213 | $34.7M | — |
| BA The Boeing Co. | 0.26% | 169,795 | $33.8M | — |
| NOW ServiceNow Inc. | 0.25% | 318,036 | $33.3M | — |
| LLY Eli Lilly & Co. | 0.25% | 35,221 | $32.4M | — |
| AMLP Alerian MLP ETF | 0.25% | 602,832 | $32.1M | — |
| JMUB JPMorgan Municipal ETF | 0.24% | 625,027 | $31.2M | — |
| JNJ Johnson & Johnson | 0.23% | 125,626 | $30.7M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 88,423 | $29.9M | — |
| SPSB SS SPDR P St C Corp. ETF | 0.23% | 993,900 | $29.8M | — |
| AMAT Applied Materials Inc. | 0.22% | 85,917 | $29.4M | — |
| APP AppLovin Corp. Class A | 0.22% | 72,191 | $28.7M | — |
| WFC Wells Fargo & Co. | 0.21% | 343,578 | $27.4M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 169,240 | $27.0M | — |
| VTES Vanguard SH Term Tax-Ex Bond | 0.21% | 266,166 | $26.9M | — |
| APH Amphenol Corp. Class A | 0.20% | 208,547 | $26.3M | — |
| TSLA Tesla Inc. | 0.18% | 65,189 | $24.2M | — |
| RTX RTX Corp. | 0.18% | 123,949 | $23.9M | — |
| NFLX Netflix Inc. | 0.18% | 247,517 | $23.8M | — |
| MS Morgan Stanley | 0.18% | 142,207 | $23.4M | — |
| TGT Target Corp. | 0.18% | 192,853 | $23.4M | — |
| ABBV Abbvie Inc. | 0.18% | 105,981 | $23.0M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 58,894 | $23.0M | — |
| MELI MercadoLibre Inc. | 0.17% | 12,974 | $22.4M | — |
| PG The Procter & Gamble Co. | 0.17% | 155,051 | $22.4M | — |
| INTU Intuit Inc. | 0.17% | 51,520 | $22.3M | — |
| PNC PNC Financial Services Group | 0.17% | 106,876 | $22.2M | — |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 149,188 | $21.8M | — |
| MRK Merck & Co. Inc. | 0.16% | 175,951 | $21.2M | — |
| EQT Eqt Corp. | 0.16% | 332,271 | $21.1M | — |
| PANW Palo Alto Networks Inc. | 0.16% | 128,640 | $20.6M | — |
| PEP Pepsico Inc. | 0.16% | 131,672 | $20.4M | — |
| SPGI S&P Global Inc. | 0.16% | 47,912 | $20.4M | — |
| BKNG Booking Holdings Inc. | 0.15% | 4,714 | $19.8M | — |
| ETN Eaton Corp. PLC | 0.15% | 54,797 | $19.6M | — |
| VONV Vanguard Russell 1000 Value | 0.14% | 206,738 | $19.0M | — |
| MDLZ Mondelez International Inc. Class A | 0.14% | 327,555 | $18.9M | — |
| PLD Prologis Inc. | 0.14% | 142,371 | $18.8M | — |
| CMI Cummins Inc. | 0.14% | 34,646 | $18.6M | — |
| WMT Walmart Inc. | 0.14% | 149,857 | $18.6M | — |
| PPL PPL Corp. | 0.14% | 479,217 | $18.3M | — |
| GEV GE Vernova Inc. | 0.14% | 20,702 | $18.1M | — |
| DUK Duke Energy Corp. | 0.13% | 134,504 | $17.6M | — |
| CARR Carrier Global Corp. | 0.13% | 311,829 | $17.6M | — |
| CVX Chevron Corp. | 0.13% | 82,609 | $17.1M | — |
| FCX Freeport-McMoran Inc. | 0.13% | 287,271 | $16.9M | — |
| LIN Linde PLC | 0.13% | 33,805 | $16.8M | — |
| MCK McKesson Corp. | 0.13% | 19,057 | $16.5M | — |
| DE Deere & Co. | 0.13% | 29,097 | $16.4M | — |
| AMD Advanced Micro Devices | 0.12% | 77,794 | $15.8M | — |
| ROK Rockwell Automation Inc. | 0.12% | 42,991 | $15.4M | — |
| BX Blackstone Inc. | 0.12% | 131,383 | $15.1M | — |
| SPOT Spotify Technology SA | 0.12% | 31,068 | $15.1M | — |
| PH Parker Hannifin Corp. | 0.11% | 16,327 | $14.6M | — |
| XEL Xcel Energy Inc. | 0.11% | 183,308 | $14.6M | — |
| PWR Quanta Services Inc. | 0.11% | 26,195 | $14.4M | — |
| CSCO Cisco Systems Inc. | 0.11% | 183,494 | $14.2M | — |
| ORLY O'reilly Automotive Inc. | 0.11% | 154,053 | $14.2M | — |
| WMB Williams Cos Inc. | 0.11% | 194,094 | $14.1M | — |
| VRT Vertiv Holdings Co. Class A | 0.10% | 53,586 | $13.4M | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 349,118 | $12.8M | — |
| IVV iShares Core S&P 500 ETF | 0.08% | 17,076 | $10.8M | — |
| PM Philip Morris International | 0.08% | 62,081 | $10.3M | — |
| GOOG Alphabet Inc. Class C | 0.07% | 33,720 | $9.7M | — |
| ISRG Intuitive Surgical Inc. | 0.07% | 20,911 | $9.6M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 18,030 | $7.6M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 25,102 | $7.3M | — |
| ETR Entergy Corp. | 0.05% | 54,942 | $6.2M | — |
| WELL Welltower Inc. | 0.04% | 28,997 | $5.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 15,784 | $4.9M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 98,040 | $4.8M | — |
| GE General Electric filed as GE AEROSPACE | 0.04% | 16,790 | $4.8M | — |
| HD Home Depot Inc. | 0.04% | 14,262 | $4.7M | — |
| ORCL Oracle Corp. | 0.04% | 31,740 | $4.7M | — |
| ANET Arista Networks Inc. | 0.03% | 36,989 | $4.5M | — |
| LRCX Lam Research Corp. | 0.03% | 18,058 | $3.9M | — |
| BSX Boston Scientific Corp. | 0.03% | 59,575 | $3.7M | — |
| KO The Coca-Cola Co. | 0.03% | 44,619 | $3.4M | — |
| MU Micron Technology Inc. | 0.03% | 10,016 | $3.4M | — |
| CAT Caterpillar Inc. | 0.03% | 4,649 | $3.3M | — |
| MCD McDonald's Corp. | 0.02% | 10,507 | $3.3M | — |
| AME Ametek Inc. | 0.02% | 15,210 | $3.3M | — |
| GS Goldman Sachs Group Inc. | 0.02% | 3,671 | $3.1M | — |
| COP Conocophillips | 0.02% | 23,358 | $3.1M | — |
| SYK Stryker Corp. | 0.02% | 9,239 | $3.0M | — |
| COST Costco Wholesale Corp. | 0.02% | 2,964 | $3.0M | — |
| NET Cloudflare Inc. Class A | 0.02% | 13,246 | $2.7M | — |
| EFA iShares MSCI Eafe ETF | 0.02% | 28,678 | $2.7M | — |
| ABT Abbott Laboratories | 0.02% | 24,776 | $2.5M | — |
| LOW Lowe's Cos Inc. | 0.02% | 10,672 | $2.5M | — |
| AMGN Amgen Inc. | 0.02% | 6,566 | $2.3M | — |
| MRVL Marvell Technology Inc. | 0.02% | 22,152 | $2.2M | — |
| SHOP Shopify Inc. Class A | 0.02% | 18,455 | $2.2M | — |
| AXP American Express Co. | 0.02% | 7,225 | $2.2M | — |
| NSC Norfolk Southern Corp. | 0.02% | 7,302 | $2.1M | — |
| UNP Union Pacific Corp. | 0.02% | 8,628 | $2.1M | — |
| KKR KKR & Co. Inc. | 0.01% | 21,064 | $1.9M | — |
| IWS iShares Russell Mid-Cap Valu | 0.01% | 13,618 | $1.9M | — |
| ADP Automatic Data Processing | 0.01% | 9,115 | $1.9M | — |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 14,774 | $1.8M | — |
| HON Honeywell International Inc. | 0.01% | 7,806 | $1.8M | — |
| VEA Vanguard Ftse Developed ETF | 0.01% | 28,289 | $1.8M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.01% | 7,257 | $1.8M | — |
| SHW The Sherwin-Williams Co. | 0.01% | 5,392 | $1.7M | — |
| NOC Northrop Grumman Corp. | 0.01% | 2,495 | $1.7M | — |
| LMT Lockheed Martin Corp. | 0.01% | 2,690 | $1.6M | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.01% | 13,306 | $1.6M | — |
| UBER Uber Technologies Inc. | 0.01% | 21,613 | $1.6M | — |
| COR Cencora Inc. | 0.01% | 4,903 | $1.5M | — |
| DHR Danaher Corp. | 0.01% | 8,103 | $1.5M | — |
| HUBB Hubbell Inc. | 0.01% | 2,937 | $1.4M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.01% | 2 | $1.4M | — |
| VONG Vanguard Russell 1000 Growth | 0.01% | 12,794 | $1.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 6,888 | $1.3M | — |
| AEP American Electric Power | 0.01% | 10,086 | $1.3M | — |
| CB Chubb Ltd. | 0.01% | 4,040 | $1.3M | — |
| NEE Nextera Energy Inc. | 0.01% | 13,648 | $1.3M | — |
| TXN Texas Instruments Inc. | 0.01% | 6,151 | $1.2M | — |
| PFE Pfizer Inc. | 0.01% | 42,474 | $1.2M | — |
| GILD Gilead Sciences Inc. | 0.01% | 8,497 | $1.2M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 12,581 | $1.2M | — |
| SO The Southern Co. | 0.01% | 12,072 | $1.2M | — |
| QCOM Qualcomm Inc. | 0.01% | 8,917 | $1.1M | — |
| SNPS Synopsys Inc. | 0.01% | 2,871 | $1.1M | — |
| ADBE Adobe Inc. | 0.01% | 4,674 | $1.1M | — |
| ADI Analog Devices Inc. | 0.01% | 3,554 | $1.1M | — |
| SNOW Snowflake Inc. | 0.01% | 7,370 | $1.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 1,951 | $1.1M | — |
| CL Colgate-Palmolive Co. | 0.01% | 12,601 | $1.1M | — |
| AFL Aflac Inc. | 0.01% | 9,681 | $1.1M | — |
| VZ Verizon Communications Inc. | 0.01% | 20,907 | $1.0M | — |
| MMM 3M Co. | 0.01% | 7,039 | $1.0M | — |
| ITW Illinois Tool Works | 0.01% | 3,861 | $1.0M | — |
| CSX CSX Corp. | 0.01% | 23,492 | $964K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 9,814 | $944K | — |
| SW Smurfit Westrock PLC | 0.01% | 22,960 | $915K | — |
| SYY Sysco Corp. | 0.01% | 12,802 | $913K | — |
| MCO Moody's Corp. | 0.01% | 2,050 | $894K | — |
| TRV The Travelers Cos Inc. | 0.01% | 3,051 | $890K | — |
| BMY Bristol-Myers Squibb Co. | 0.01% | 14,290 | $866K | — |
| ACN Accenture PLC Class A | 0.01% | 4,359 | $864K | — |
| BN Brookfield Corp. | 0.01% | 21,143 | $856K | — |
| TT Trane Technologies PLC | 0.01% | 1,976 | $823K | — |
| IR Ingersoll-Rand Inc. | 0.01% | 10,139 | $812K | — |
| PSX Phillips 66 | 0.01% | 4,349 | $792K | — |
| TEVA Teva Pharmaceutical-SP ADR | 0.01% | 26,060 | $785K | — |
| MUB iShares National Muni Bond E | 0.01% | 7,235 | $767K | — |
| EMR Emerson Electric Co. | 0.01% | 5,838 | $761K | — |
| KLAC KLA Corp. | 0.01% | 507 | $746K | — |
| T AT&T Inc. | 0.01% | 25,627 | $742K | — |
| CMCSA Comcast Corp. Class A | 0.01% | 25,586 | $735K | — |
| LHX L3HARRIS Technologies Inc. | 0.01% | 2,103 | $726K | — |
| VOO Vanguard S&P 500 ETF | 0.01% | 1,242 | $722K | — |
| APD Air Products & Chemicals Inc. | 0.01% | 2,476 | $719K | — |
| MO Altria Group Inc. | 0.01% | 10,664 | $704K | — |
| NYF iShares New York Muni Bond E | 0.01% | 12,934 | $686K | — |
| AEE Ameren Corporation | 0.01% | 6,134 | $674K | — |
| GLW Corning Inc. | 0.01% | 4,948 | $672K | — |
| BND Vanguard Total Bond Market | 0.01% | 8,938 | $657K | — |
| STX Seagate Technology Holdings | 0.01% | 1,669 | $654K | — |
| ALL Allstate Corp. | 0.00% | 3,090 | $641K | — |
| XPO Xpo Inc. | 0.00% | 3,265 | $635K | — |
| INTC Intel Corp. | 0.00% | 14,192 | $623K | — |
| WM Waste Management Inc. | 0.00% | 2,669 | $613K | — |
| BLK BlackRock Inc. | 0.00% | 635 | $608K | — |
| COF Capital One Financial Corp. | 0.00% | 3,163 | $577K | — |
| SBUX Starbucks Corp. | 0.00% | 6,362 | $570K | — |
| CRM Salesforce Inc. | 0.00% | 3,009 | $562K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.00% | 1,257 | $561K | — |
| ECL Ecolab Inc. | 0.00% | 2,059 | $548K | — |
| MRSH Marsh & McLennan Cos | 0.00% | 3,116 | $540K | — |
| ZTS Zoetis Inc. | 0.00% | 4,535 | $536K | — |
| STT State Street Corp. | 0.00% | 4,175 | $528K | — |
| CEG Constellation Energy | 0.00% | 1,852 | $518K | — |
| PPG PPG Industries Inc. | 0.00% | 4,843 | $518K | — |
| BR Broadridge Financial Solutio | 0.00% | 3,185 | $517K | — |
| PEG Public Service Enterprise GP | 0.00% | 6,322 | $512K | — |
| USB US Bancorp | 0.00% | 9,835 | $511K | — |
| SNA Snap-on Inc. | 0.00% | 1,407 | $511K | — |
| VWO Vanguard Ftse Emerging Marke | 0.00% | 9,645 | $506K | — |
| URI United Rentals Inc. | 0.00% | 675 | $492K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.00% | 735 | $468K | — |
| MSI Motorola Solutions Inc. | 0.00% | 1,066 | $463K | — |
| ROST Ross Stores Inc. | 0.00% | 2,125 | $460K | — |
| SCHW Schwab (charles) Corp. | 0.00% | 4,894 | $460K | — |
| GWW WW Grainger Inc. | 0.00% | 418 | $456K | — |
| CDNS Cadence Design SYS Inc. | 0.00% | 1,604 | $445K | — |
| OTIS Otis Worldwide Corp. | 0.00% | 5,673 | $437K | — |
| ED Consolidated Edison Inc. | 0.00% | 3,748 | $424K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 9,356 | $423K | — |
| MPC Marathon Petroleum Corp. | 0.00% | 1,669 | $408K | — |
| NRG NRG Energy Inc. | 0.00% | 2,774 | $405K | — |
| TFC Truist Financial Corp. | 0.00% | 8,795 | $404K | — |
| O Realty Income Corp. | 0.00% | 6,541 | $400K | — |
| CI The Cigna Group | 0.00% | 1,467 | $391K | — |
| ABNB Airbnb Inc. Class A | 0.00% | 3,040 | $384K | — |
| CME Cme Group Inc. | 0.00% | 1,286 | $380K | — |
| AON Aon PLC Class A | 0.00% | 1,098 | $354K | — |
| TMUS T-Mobile US Inc. | 0.00% | 1,687 | $354K | — |
| CTVA Corteva Inc. | 0.00% | 4,223 | $353K | — |
| YUM Yum! Brands Inc. | 0.00% | 2,232 | $347K | — |
| CVS CVS Health Corp. | 0.00% | 4,805 | $344K | — |
| NTRS Northern Trust Corp. | 0.00% | 2,429 | $339K | — |
| AZN Astrazeneca PLC | 0.00% | 1,657 | $327K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 1,157 | $325K | — |
| PGR Progressive Corp. | 0.00% | 1,603 | $318K | — |
| CPRT Copart Inc. | 0.00% | 9,459 | $314K | — |
| ICE Intercontinental Exchange Inc. | 0.00% | 1,995 | $314K | — |
| GD General Dynamics Corp. | 0.00% | 901 | $309K | — |
| NKE Nike Inc. Class B | 0.00% | 5,792 | $306K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.00% | 1,055 | $306K | — |
| DOV Dover Corp. | 0.00% | 1,398 | $291K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.00% | 6,402 | $283K | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.00% | 209 | $276K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.00% | 1,298 | $276K | — |
| PAYX Paychex Inc. | 0.00% | 2,937 | $271K | — |
| EOG EOG Resources Inc. | 0.00% | 1,871 | $270K | — |
| EXC Exelon Corp. | 0.00% | 5,517 | $270K | — |
| AZO AutoZone Inc. | 0.00% | 80 | $270K | — |
| D Dominion Energy Inc. | 0.00% | 4,361 | $270K | — |
| FDX FedEx Corp. | 0.00% | 741 | $264K | — |
| CR Crane Co. | 0.00% | 1,540 | $263K | — |
| EPD Enterprise Products Partners | 0.00% | 6,784 | $257K | — |
| VLTO Veralto Corp. | 0.00% | 2,899 | $256K | — |
| C Citigroup Inc. | 0.00% | 2,248 | $255K | — |
| LUV Southwest Airlines Co. | 0.00% | 6,556 | $246K | — |
| DELL Dell Technologies -C | 0.00% | 1,480 | $243K | — |
| MKC McCormick & Co.-Non VTG SHRS | 0.00% | 4,815 | $243K | — |
| SPEM State Street SP PTF Em ETF | 0.00% | 5,284 | $240K | — |
| CAH Cardinal Health Inc. | 0.00% | 1,132 | $239K | — |
| ELV Elevance Health Inc. | 0.00% | 789 | $231K | — |
| SHEL Shell PLC-ADR | 0.00% | 2,462 | $229K | — |
| ULTA Ulta Beauty Inc. | 0.00% | 436 | $228K | — |
| HSY The Hershey Co. | 0.00% | 1,084 | $227K | — |
| ENB Enbridge Inc. | 0.00% | 4,126 | $223K | — |
| TOL Toll Brothers Inc. | 0.00% | 1,628 | $222K | — |
| KMB Kimberly-Clark Corp. | 0.00% | 2,296 | $221K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.00% | 3,968 | $221K | — |
| AMT American Tower Corp. | 0.00% | 1,270 | $219K | — |
| CCK Crown Holdings Inc. | 0.00% | 2,141 | $215K | — |
| EW Edwards Lifesciences Corp. | 0.00% | 2,678 | $214K | — |
| VLO Valero Energy Corp. | 0.00% | 849 | $210K | — |
| Q Qnity Electronics Inc. | 0.00% | 1,810 | $209K | — |
| EBAY eBay Inc. | 0.00% | 2,286 | $208K | — |
| VCIT Vanguard Int-Term Corporate | 0.00% | 2,461 | $203K | — |
| ROP Roper Technologies Inc. | 0.00% | 571 | $202K | — |
| VGT Vanguard Info Tech ETF | 0.00% | 289 | $202K | — |
| RSG Republic Services Inc. | 0.00% | 919 | $201K | — |
| CTAS Cintas Corp. | 0.00% | 1,190 | $201K | — |
| SWK Stanley Black & Decker Inc. | 0.00% | 2,748 | $195K | — |
| CLX Clorox Company | 0.00% | 1,868 | $193K | — |
| GIS General Mills Inc. | 0.00% | 5,136 | $191K | — |
| XLK SS Technology Select Sector | 0.00% | 1,447 | $191K | — |
| AWK American Water Works Co. Inc. | 0.00% | 1,388 | $190K | — |
| INGR Ingredion Inc. | 0.00% | 1,666 | $188K | — |
| WEC WEC Energy Group Inc. | 0.00% | 1,598 | $185K | — |
| NVS Novartis AG-Sponsored ADR | 0.00% | 1,176 | $180K | — |
| BP BP PLC-Spons ADR | 0.00% | 3,808 | $179K | — |
| AMP Ameriprise Financial Inc. | 0.00% | 400 | $178K | — |
| JCI Johnson Controls Internation | 0.00% | 1,322 | $173K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 1,894 | $171K | — |
| GXO Gxo Logistics Inc. | 0.00% | 3,254 | $169K | — |
| IJH iShares Core S&P Midcap ETF | 0.00% | 2,562 | $168K | — |
| DD Dupont DE Nemours Inc. | 0.00% | 3,610 | $165K | — |
| ES Eversource Energy | 0.00% | 2,333 | $161K | — |
| TEL Te Connectivity PLC | 0.00% | 767 | $160K | — |
| NUE Nucor Corp. | 0.00% | 943 | $159K | — |
| LNG Cheniere Energy Inc. | 0.00% | 556 | $158K | — |
| TPL Texas Pacific Land Corp. | 0.00% | 332 | $158K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.00% | 717 | $155K | — |
| XLF SS Financial Select Sector | 0.00% | 3,150 | $154K | — |
| GSK GSK PLC-Spon ADR | 0.00% | 2,732 | $151K | — |
| IJR iShares Core S&P Small-Cap E | 0.00% | 1,239 | $150K | — |
| SPG Simon Property Group Inc. | 0.00% | 788 | $147K | — |
| FISV Fiserv Inc. | 0.00% | 2,620 | $146K | — |
| MAR Marriott International Class A | 0.00% | 447 | $146K | — |
| DOW Dow Inc. filed as DOW HLDGS INC | 0.00% | 3,508 | $146K | — |
| SRE Sempra | 0.00% | 1,491 | $145K | — |
| HPE Hewlett Packard Enterprise | 0.00% | 5,744 | $136K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.00% | 533 | $135K | — |
| FAST Fastenal Co. | 0.00% | 2,901 | $135K | — |
| IWY iShares Russell Top 200 Grow | 0.00% | 535 | $133K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 1,811 | $132K | — |
| SOLS Solstice Adv Materials Inc. | 0.00% | 1,649 | $125K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 2,676 | $125K | — |
| EIX Edison International | 0.00% | 1,699 | $124K | — |
| VYM Vanguard High DVD Yield ETF | 0.00% | 830 | $121K | — |
| GEHC GE Healthcare Technology | 0.00% | 1,691 | $120K | — |
| HIG Hartford Insurance Group Inc. | 0.00% | 874 | $118K | — |
| KR Kroger Co. | 0.00% | 1,605 | $116K | — |
| BIIB Biogen Inc. | 0.00% | 629 | $115K | — |
| MLM Martin Marietta Materials | 0.00% | 196 | $115K | — |
| SOLV Solventum Corp. | 0.00% | 1,740 | $114K | — |
| BDX Becton Dickinson and Co. | 0.00% | 722 | $114K | — |
| YUMC Yum China Holdings Inc. | 0.00% | 2,326 | $113K | — |
| VGSH Vanguard Short-Term Treasury | 0.00% | 1,902 | $111K | — |
| VIG Vanguard Dividend Apprec ETF | 0.00% | 527 | $111K | — |
| ADM Archer-Daniels-Midland Co. | 0.00% | 1,529 | $111K | — |
| GWX State Street SPDR S&P Intern | 0.00% | 2,708 | $111K | — |
| DFAI Dimensional International Co. | 0.00% | 2,921 | $111K | — |
| ADSK Autodesk Inc. | 0.00% | 455 | $109K | — |
| TSCO Tractor Supply Company | 0.00% | 2,386 | $108K | — |
| UPS United Parcel Service Class B | 0.00% | 1,087 | $107K | — |
| LNT Alliant Energy Corp. | 0.00% | 1,477 | $106K | — |
| HWM Howmet Aerospace Inc. | 0.00% | 454 | $104K | — |
| OKE Oneok Inc. | 0.00% | 1,147 | $104K | — |
| IUSV iShares Core S&P U.S. Value | 0.00% | 1,019 | $102K | — |
| ACGL Arch Capital Group Ltd. | 0.00% | 1,049 | $101K | — |
| PRU Prudential Financial Inc. | 0.00% | 1,030 | $101K | — |
| GM General Motors Co. | 0.00% | 1,340 | $100K | — |
| HPQ HP Inc. | 0.00% | 5,120 | $98K | — |
| JEF Jefferies Financial Group Inc. | 0.00% | 2,287 | $94K | — |
| HCA HCA Healthcare Inc. | 0.00% | 199 | $94K | — |
| DRI Darden Restaurants Inc. | 0.00% | 479 | $94K | — |
| XYL Xylem Inc. | 0.00% | 782 | $93K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 1,033 | $93K | — |
| KMI Kinder Morgan Inc. | 0.00% | 2,754 | $92K | — |
| CMF iShares California Muni Bond | 0.00% | 1,596 | $91K | — |
| BAM Brookfield Asset Mgmt-A | 0.00% | 2,036 | $91K | — |
| IUSG iShares Core S&P U.S. Growth | 0.00% | 602 | $90K | — |
| FITB Fifth Third Bancorp | 0.00% | 1,913 | $89K | — |
| SLB SLB Ltd. filed as SLB LIMITED | 0.00% | 1,702 | $87K | — |
| MDY State Street SPDR S&P Midcap | 0.00% | 145 | $87K | — |
| FIS Fidelity National Info Serv | 0.00% | 1,811 | $85K | — |
| GPC Genuine Parts Co. | 0.00% | 786 | $83K | — |
| WBD Warner Bros Discovery Inc. | 0.00% | 2,894 | $79K | — |
| VRSN Verisign Inc. | 0.00% | 311 | $77K | — |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.00% | 1,002 | $77K | — |
| MCHP Microchip Technology Inc. | 0.00% | 1,174 | $76K | — |
| CNP Centerpoint Energy Inc. | 0.00% | 1,749 | $75K | — |
| FE Firstenergy Corp. | 0.00% | 1,488 | $75K | — |
| VNQ Vanguard Real Estate ETF | 0.00% | 860 | $75K | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 300 | $75K | — |
| NI Nisource Inc. | 0.00% | 1,548 | $72K | — |
| SCHF Schwab Intl Equity ETF | 0.00% | 2,985 | $72K | — |
| QSR Restaurant Brands Intern | 0.00% | 964 | $71K | — |
| CHD Church & Dwight Co. Inc. | 0.00% | 763 | $71K | — |
| CSL Carlisle Cos Inc. | 0.00% | 210 | $70K | — |
| PYPL PayPal Holdings Inc. | 0.00% | 1,551 | $70K | — |
| WAT Waters Corp. | 0.00% | 235 | $70K | — |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.00% | 682 | $70K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 5,921 | $68K | — |
| NVT Nvent Electric PLC | 0.00% | 573 | $68K | — |
| MDT Medtronic PLC | 0.00% | 774 | $67K | — |
| UL Unilever PLC-Sponsored ADR | 0.00% | 1,171 | $67K | — |
| IWR iShares Russell Mid-Cap ETF | 0.00% | 704 | $67K | — |
| PCAR Paccar Inc. | 0.00% | 566 | $65K | — |
| OMC Omnicom Group | 0.00% | 861 | $65K | — |
| XLY SS Consumer Disc Select Sect | 0.00% | 599 | $65K | — |
| DTE DTE Energy Company | 0.00% | 432 | $63K | — |
| DLR Digital Realty Trust Inc. | 0.00% | 341 | $61K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.00% | 132 | $61K | — |
| RDVY First Trust Rising Dividend | 0.00% | 916 | $61K | — |
| IWM iShares Russell 2000 ETF | 0.00% | 246 | $59K | — |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 313 | $59K | — |
| IVE iShares S&P 500 Value ETF | 0.00% | 281 | $58K | — |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 741 | $58K | — |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.00% | 598 | $58K | — |
| ITOT iShares Core S&P Total U.S. | 0.00% | 404 | $56K | — |
| XLC SS Comm Select Sector SPDR | 0.00% | 508 | $56K | — |
| ESGV Vanguard ESG US Stock ETF | 0.00% | 510 | $55K | — |
| NFG National Fuel Gas Co. | 0.00% | 588 | $55K | — |
| SCHA Schwab US Small-Cap ETF | 0.00% | 1,953 | $55K | — |
| MET Metlife Inc. | 0.00% | 769 | $54K | — |
| VXUS Vanguard Total Intl Stock | 0.00% | 726 | $54K | — |
| OXY Occidental Petroleum Corp. | 0.00% | 824 | $54K | — |
| AVY Avery Dennison Corp. | 0.00% | 303 | $52K | — |
| VMC Vulcan Materials Co. | 0.00% | 186 | $51K | — |
| XLI SS Industrial Select Sector | 0.00% | 320 | $51K | — |
| KNF Knife River Corp. | 0.00% | 605 | $49K | — |
| SPBO SS SPDR P Corp. Bond ETF | 0.00% | 1,659 | $48K | — |
| QUAL iShares MSCI USA Quality Fac | 0.00% | 252 | $47K | — |
| VHT Vanguard Health Care ETF | 0.00% | 168 | $46K | — |
| CNI Canadian Natl Railway Co. | 0.00% | 444 | $46K | — |
| XLV SS Health Care Select Sector | 0.00% | 309 | $45K | — |
| SCHX Schwab US Large-Cap ETF | 0.00% | 1,805 | $45K | — |
| CTSH Cognizant Tech Solutions-A | 0.00% | 732 | $45K | — |
| FTNT Fortinet Inc. | 0.00% | 546 | $45K | — |
| A Agilent Technologies Inc. | 0.00% | 383 | $44K | — |
| MFC Manulife Financial Corp. | 0.00% | 1,248 | $43K | — |
| WTRG Essential Utilities Inc. | 0.00% | 1,052 | $43K | — |
| OGE Oge Energy Corp. | 0.00% | 883 | $42K | — |
| TXT Textron Inc. | 0.00% | 480 | $42K | — |
| XLE SS Energy Select Sector | 0.00% | 677 | $42K | — |
| CMG Chipotle Mexican Grill Inc. | 0.00% | 1,284 | $41K | — |
| TDG Transdigm Group Inc. | 0.00% | 35 | $41K | — |
| STZ Constellation Brands Inc. Class A | 0.00% | 270 | $41K | — |
| EEM iShares MSCI Emerging Market | 0.00% | 734 | $40K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 193 | $40K | — |
| AFG American Financial Group Inc. | 0.00% | 312 | $40K | — |
| CCEP Coca-Cola Europacific Partne | 0.00% | 439 | $40K | — |
| RCL Royal Caribbean Cruises Ltd. | 0.00% | 147 | $40K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.00% | 803 | $38K | — |
| EMN Eastman Chemical Co. | 0.00% | 497 | $38K | — |
| CP Canadian Pacific Kansas City | 0.00% | 472 | $37K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.00% | 417 | $36K | — |
| DGX Quest Diagnostics Inc. | 0.00% | 181 | $35K | — |
| MNST Monster Beverage Corp. | 0.00% | 488 | $35K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 380 | $35K | — |
| ET Energy Transfer LP | 0.00% | 1,795 | $35K | — |
| OEF iShares S&P 100 ETF | 0.00% | 110 | $34K | — |
| VTRS Viatris Inc. | 0.00% | 2,473 | $33K | — |
| SCHD Schwab US DVD Equity ETF | 0.00% | 1,088 | $33K | — |
| IDXX Idexx Laboratories Inc. | 0.00% | 59 | $33K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 273 | $32K | — |
| DFAT Dimensional US Target Value | 0.00% | 500 | $31K | — |
| KEYS Keysight Technologies Inc. | 0.00% | 108 | $30K | — |
| DCI Donaldson Co. Inc. | 0.00% | 359 | $30K | — |
| LNC Lincoln National Corp. | 0.00% | 858 | $30K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.00% | 500 | $30K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.00% | 164 | $30K | — |
| GRMN Garmin Ltd. | 0.00% | 129 | $30K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.00% | 311 | $29K | — |
| SPXC SPX Technologies Inc. | 0.00% | 139 | $28K | — |
| EFX Equifax Inc. | 0.00% | 154 | $28K | — |
| IWX iShares Russell Top 200 Valu | 0.00% | 289 | $27K | — |
| SCHB Schwab US Broad Market ETF | 0.00% | 1,096 | $27K | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 959 | $26K | — |
| NEM Newmont Corp. | 0.00% | 241 | $26K | — |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.00% | 673 | $26K | — |
| TIP iShares Tips Bond ETF | 0.00% | 233 | $26K | — |
| XLB SS Materials Select Sector | 0.00% | 512 | $26K | — |
| IYY iShares Dow Jones U.S. ETF | 0.00% | 160 | $25K | — |
| MKL Markel Group Inc. | 0.00% | 13 | $25K | — |
| WSM Williams-Sonoma Inc. | 0.00% | 134 | $24K | — |
| VRSK Verisk Analytics Inc. | 0.00% | 127 | $24K | — |
| CBSH Commerce Bancshares Inc. | 0.00% | 479 | $24K | — |
| IVW iShares S&P 500 Growth ETF | 0.00% | 213 | $23K | — |
| EXPE Expedia Group Inc. | 0.00% | 98 | $23K | — |
| TYL Tyler Technologies Inc. | 0.00% | 66 | $23K | — |
| ATO Atmos Energy Corp. | 0.00% | 115 | $21K | — |
| EQIX Equinix Inc. | 0.00% | 21 | $21K | — |
| DFAE Dimensional Emerging Core Eq | 0.00% | 623 | $20K | — |
| ESS Essex Property Trust Inc. | 0.00% | 83 | $20K | — |
| VOOV Vanguard S&P 500 Value ETF | 0.00% | 100 | $20K | — |
| PXF Invesco Rafi Developed Marke | 0.00% | 295 | $20K | — |
| VPU Vanguard Utilities ETF | 0.00% | 100 | $20K | — |
| DTM DT Midstream Inc. | 0.00% | 139 | $19K | — |
| CMS CMS Energy Corp. | 0.00% | 235 | $18K | — |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.00% | 442 | $18K | — |
| DVY iShares Select Dividend ETF | 0.00% | 120 | $18K | — |
| DFAU Dimensional US Core Equity M | 0.00% | 401 | $18K | — |
| SCCO Southern Copper Corp. | 0.00% | 102 | $18K | — |
| BIV Vanguard Intermediate-Term B | 0.00% | 228 | $18K | — |
| HLN Haleon PLC-ADR | 0.00% | 1,712 | $17K | — |
| SDY SS SPDR S&P Dividend ETF | 0.00% | 117 | $17K | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.00% | 535 | $16K | — |
| DLTR Dollar Tree Inc. | 0.00% | 150 | $16K | — |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 185 | $16K | — |
| AIG American International Group | 0.00% | 212 | $16K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.00% | 346 | $16K | — |
| CW Curtiss-Wright Corp. | 0.00% | 23 | $16K | — |
| IDA Idacorp Inc. | 0.00% | 108 | $15K | — |
| WPC WP Carey Inc. | 0.00% | 220 | $15K | — |
| LH Labcorp Holdings Inc. | 0.00% | 55 | $15K | — |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 156 | $15K | — |
| RPM RPM International Inc. | 0.00% | 145 | $14K | — |
| CHKP Check Point Software Tech | 0.00% | 99 | $14K | — |
| IEF iShares 7-10 Year Treasury B | 0.00% | 141 | $13K | — |
| FANG Diamondback Energy Inc. | 0.00% | 67 | $13K | — |
| AKAM Akamai Technologies Inc. | 0.00% | 113 | $13K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 173 | $13K | — |
| NDSN Nordson Corp. | 0.00% | 48 | $13K | — |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 121 | $12K | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.00% | 232 | $11K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.00% | 238 | $11K | — |
| SCI Service Corp. International | 0.00% | 129 | $11K | — |
| EZM Wisdomtree US Midcap Fund | 0.00% | 162 | $11K | — |
| SCHG Schwab US Large-Cap Growth | 0.00% | 354 | $10K | — |
| VXF Vanguard Extended Market ETF | 0.00% | 49 | $10K | — |
| VOX Vanguard Communication Servi | 0.00% | 52 | $9K | — |
| FVD First Trust Value Line DVD | 0.00% | 197 | $9K | — |
| HBAN Huntington Bancshares Inc. | 0.00% | 591 | $9K | — |
| SANM Sanmina Corp. | 0.00% | 71 | $9K | — |
| LDOS Leidos Holdings Inc. | 0.00% | 56 | $9K | — |
| VCR Vanguard Consumer Discre ETF | 0.00% | 24 | $8K | — |
| DGRO iShares Core Dividend Growth | 0.00% | 122 | $8K | — |
| EFV iShares MSCI Eafe Value ETF | 0.00% | 116 | $8K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.00% | 57 | $8K | — |
| VFH Vanguard Financials ETF | 0.00% | 66 | $8K | — |
| L Loews Corp. | 0.00% | 74 | $8K | — |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.00% | 84 | $8K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 79 | $7K | — |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.00% | 136 | $7K | — |
| GSLC Goldman Activebeta US LC ETF | 0.00% | 55 | $7K | — |
| ALB Albemarle Corp. | 0.00% | 38 | $7K | — |
| WWD Woodward Inc. | 0.00% | 19 | $7K | — |
| SCHM Schwab US Mid Cap ETF | 0.00% | 225 | $7K | — |
| AEM Agnico Eagle Mines Ltd. | 0.00% | 33 | $7K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.00% | 55 | $6K | — |
| REGN Regeneron Pharmaceuticals | 0.00% | 8 | $6K | — |
| DVA Davita Inc. | 0.00% | 38 | $6K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.00% | 68 | $6K | — |
| ENSG The Ensign Group Inc. | 0.00% | 26 | $5K | — |
| SCHV Schwab US Large-Cap Value | 0.00% | 174 | $5K | — |
| SGOL Abrdn Physical Gold Shares | 0.00% | 109 | $5K | — |
| PBA Pembina Pipeline Corp. | 0.00% | 103 | $5K | — |
| HYD Vaneck High Yield Muni ETF | 0.00% | 92 | $5K | — |
| XLP SS Consumer Staples Sel Sect | 0.00% | 56 | $5K | — |
| QQQM Invesco Nasdaq 100 ETF | 0.00% | 17 | $4K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.00% | 121 | $4K | — |
| AVUV Avantis US Small Cap Value | 0.00% | 35 | $4K | — |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 100 | $4K | — |
| VAW Vanguard Materials ETF | 0.00% | 15 | $3K | — |
| AMX America Movil Sab DE CV | 0.00% | 126 | $3K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.00% | 42 | $3K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 31 | $3K | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 22 | $3K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.00% | 33 | $3K | — |
| AVEM Avantis Emerging Markets Eq | 0.00% | 33 | $3K | — |
| AVAV Aerovironment Inc. | 0.00% | 12 | $2K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 37 | $2K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.00% | 13 | $2K | — |
| SPTI SS SPDR P Int Term TSY ETF | 0.00% | 52 | $1K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 31 | $1K | — |
| AXON Axon Enterprise Inc. | 0.00% | 3 | $1K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 24 | $1K | — |
| EXR Extra Space Storage Inc. | 0.00% | 8 | $1K | — |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.00% | 17 | $886 | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.00% | 9 | $825 | — |
| ONTO Onto Innovation Inc. | 0.00% | 4 | $820 | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.00% | 8 | $734 | — |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.00% | 6 | $446 | — |
| RS Reliance Inc. | 0.00% | 1 | $304 | — |
| FNV Franco-Nevada Corp. | 0.00% | 1 | $234 | — |
| STE Steris PLC | 0.00% | 1 | $221 | — |
| OSK Oshkosh Corp. | 0.00% | 1 | $147 | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.