$343 Million is the total value of Cherry Tree Wealth Management, LLC's 615 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPSB | New | SPDR SER TRportfolio short | $19,379,464 | – | 658,270 | +100.0% | 5.64% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $17,471,881 | – | 544,126 | +100.0% | 5.09% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $17,419,393 | – | 239,639 | +100.0% | 5.07% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $15,834,767 | – | 111,434 | +100.0% | 4.61% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $13,731,069 | – | 447,412 | +100.0% | 4.00% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $10,917,885 | – | 24,495 | +100.0% | 3.18% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $10,787,689 | – | 65,222 | +100.0% | 3.14% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $10,653,624 | – | 224,665 | +100.0% | 3.10% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $10,639,857 | – | 100,310 | +100.0% | 3.10% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $10,312,841 | – | 136,305 | +100.0% | 3.00% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $10,231,055 | – | 221,547 | +100.0% | 2.98% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $9,749,578 | – | 359,100 | +100.0% | 2.84% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $9,129,602 | – | 120,810 | +100.0% | 2.66% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,846,326 | – | 144,207 | +100.0% | 2.28% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $7,784,014 | – | 123,930 | +100.0% | 2.27% | – |
| TITN | New | TITAN MACHY INC | $6,948,106 | – | 235,529 | +100.0% | 2.02% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $6,901,426 | – | 34,700 | +100.0% | 2.01% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $6,254,493 | – | 193,698 | +100.0% | 1.82% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $5,681,276 | – | 89,894 | +100.0% | 1.66% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $5,331,451 | – | 154,535 | +100.0% | 1.55% | – | |
| FNDC | New | SCHWAB STRATEGIC TRschwb fdt int sc | $5,215,996 | – | 157,156 | +100.0% | 1.52% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $5,162,825 | – | 111,292 | +100.0% | 1.50% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $4,889,277 | – | 430,016 | +100.0% | 1.42% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,797,439 | – | 117,931 | +100.0% | 1.40% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $4,595,282 | – | 81,942 | +100.0% | 1.34% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $4,089,663 | – | 48,943 | +100.0% | 1.19% | – |
| AAPL | New | APPLE INC | $2,976,703 | – | 15,346 | +100.0% | 0.87% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,868,010 | – | 13,020 | +100.0% | 0.84% | – |
| MSFT | New | MICROSOFT CORP | $2,800,796 | – | 8,225 | +100.0% | 0.82% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $2,792,964 | – | 51,904 | +100.0% | 0.81% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $2,721,942 | – | 46,402 | +100.0% | 0.79% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $2,512,327 | – | 70,472 | +100.0% | 0.73% | – |
| AGG | New | ISHARES TRcore us aggbd et | $2,328,248 | – | 23,770 | +100.0% | 0.68% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $2,235,639 | – | 95,909 | +100.0% | 0.65% | – | |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $2,212,140 | – | 42,788 | +100.0% | 0.64% | – |
| DHS | New | WISDOMTREE TRus high dividend | $1,845,388 | – | 23,192 | +100.0% | 0.54% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $1,663,387 | – | 33,122 | +100.0% | 0.48% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,617,687 | – | 16,534 | +100.0% | 0.47% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $1,594,663 | – | 64,771 | +100.0% | 0.46% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $1,541,362 | – | 3,477 | +100.0% | 0.45% | – |
| MUB | New | ISHARES TRnational mun etf | $1,479,705 | – | 13,864 | +100.0% | 0.43% | – |
| EMR | New | EMERSON ELEC CO | $1,435,665 | – | 15,883 | +100.0% | 0.42% | – |
| IEFA | New | ISHARES TRcore msci eafe | $1,395,293 | – | 20,671 | +100.0% | 0.41% | – |
| New | DIMENSIONAL ETF TRUSTglobal real est | $1,386,176 | – | 56,834 | +100.0% | 0.40% | – | |
| USMV | New | ISHARES TRmsci usa min vol | $1,341,712 | – | 18,051 | +100.0% | 0.39% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,311,450 | – | 28,411 | +100.0% | 0.38% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,240,780 | – | 4,385 | +100.0% | 0.36% | – |
| IBTE | New | ISHARES TRibonds 24 trm ts | $1,196,022 | – | 50,253 | +100.0% | 0.35% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,189,838 | – | 10,770 | +100.0% | 0.35% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $1,190,147 | – | 21,718 | +100.0% | 0.35% | – |
| SKOR | New | FLEXSHARES TRcr scd us bd | $1,176,093 | – | 25,098 | +100.0% | 0.34% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,136,377 | – | 21,699 | +100.0% | 0.33% | – |
| New | DIMENSIONAL ETF TRUSTinternatnal val | $1,103,141 | – | 33,581 | +100.0% | 0.32% | – | |
| VOO | New | VANGUARD INDEX FDS | $1,103,322 | – | 2,709 | +100.0% | 0.32% | – |
| MDT | New | MEDTRONIC PLC | $1,027,335 | – | 11,661 | +100.0% | 0.30% | – |
| PFF | New | ISHARES TRpfd and incm sec | $961,305 | – | 31,080 | +100.0% | 0.28% | – |
| DNP | New | DNP SELECT INCOME FD INC | $910,241 | – | 86,855 | +100.0% | 0.26% | – |
| MMM | New | 3M CO | $883,248 | – | 8,825 | +100.0% | 0.26% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $854,486 | – | 10,906 | +100.0% | 0.25% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $823,951 | – | 16,433 | +100.0% | 0.24% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $820,108 | – | 15,738 | +100.0% | 0.24% | – |
| IEMG | New | ISHARES INCcore msci emkt | $814,359 | – | 16,522 | +100.0% | 0.24% | – |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $795,812 | – | 14,383 | +100.0% | 0.23% | – |
| IGSB | New | ISHARES TR | $779,595 | – | 15,539 | +100.0% | 0.23% | – |
| LLY | New | LILLY ELI & CO | $728,326 | – | 1,553 | +100.0% | 0.21% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $719,096 | – | 28,434 | +100.0% | 0.21% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $704,595 | – | 4,956 | +100.0% | 0.20% | – |
| HRL | New | HORMEL FOODS CORP | $698,823 | – | 17,375 | +100.0% | 0.20% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $696,431 | – | 35,917 | +100.0% | 0.20% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $669,810 | – | 6,438 | +100.0% | 0.20% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $667,815 | – | 13,141 | +100.0% | 0.20% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $599,639 | – | 3,202 | +100.0% | 0.18% | – |
| PG | New | PROCTER AND GAMBLE CO | $589,088 | – | 3,882 | +100.0% | 0.17% | – |
| IBTD | New | ISHARES TRibonds 23 trm ts | $586,434 | – | 23,637 | +100.0% | 0.17% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $582,239 | – | 10,590 | +100.0% | 0.17% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $564,773 | – | 8,367 | +100.0% | 0.16% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $552,118 | – | 8,437 | +100.0% | 0.16% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $542,273 | – | 13,493 | +100.0% | 0.16% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $531,460 | – | 21,799 | +100.0% | 0.16% | – |
| JPM | New | JPMORGAN CHASE & CO | $527,511 | – | 3,627 | +100.0% | 0.15% | – |
| IXUS | New | ISHARES TRcore msci total | $518,626 | – | 8,282 | +100.0% | 0.15% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $517,158 | – | 17,963 | +100.0% | 0.15% | – |
| AXP | New | AMERICAN EXPRESS CO | $501,447 | – | 2,879 | +100.0% | 0.15% | – |
| USB | New | US BANCORP DEL | $492,032 | – | 14,892 | +100.0% | 0.14% | – |
| EFV | New | ISHARES TReafe value etf | $487,737 | – | 9,966 | +100.0% | 0.14% | – |
| GDX | New | VANECK ETF TRUSTgold miners etf | $483,808 | – | 16,068 | +100.0% | 0.14% | – |
| SMB | New | VANECK ETF TRUSTvaneck shrt muni | $468,754 | – | 27,844 | +100.0% | 0.14% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $459,075 | – | 5,662 | +100.0% | 0.13% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $458,689 | – | 4,603 | +100.0% | 0.13% | – |
| PEP | New | PEPSICO INC | $450,822 | – | 2,434 | +100.0% | 0.13% | – |
| DVY | New | ISHARES TRselect divid etf | $425,895 | – | 3,759 | +100.0% | 0.12% | – |
| FPI | New | FARMLAND PARTNERS INC | $421,245 | – | 34,500 | +100.0% | 0.12% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $403,489 | – | 17,199 | +100.0% | 0.12% | – |
| NUBD | New | NUSHARES ETF TRnuveen esg us | $402,436 | – | 18,305 | +100.0% | 0.12% | – |
| GGG | New | GRACO INC | $395,311 | – | 4,578 | +100.0% | 0.12% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $384,763 | – | 1,898 | +100.0% | 0.11% | – |
| CMF | New | ISHARES TRcalif mun bd etf | $379,800 | – | 6,669 | +100.0% | 0.11% | – |
| IDV | New | ISHARES TRintl sel div etf | $376,467 | – | 14,298 | +100.0% | 0.11% | – |
| KMI | New | KINDER MORGAN INC DEL | $374,312 | – | 21,737 | +100.0% | 0.11% | – |
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $367,643 | – | 7,309 | +100.0% | 0.11% | – |
| GIS | New | GENERAL MLS INC | $364,439 | – | 4,751 | +100.0% | 0.11% | – |
| WPC | New | WP CAREY INC | $350,434 | – | 5,187 | +100.0% | 0.10% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $351,425 | – | 951 | +100.0% | 0.10% | – |
| JNJ | New | JOHNSON & JOHNSON | $346,181 | – | 2,091 | +100.0% | 0.10% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $348,096 | – | 14,133 | +100.0% | 0.10% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $343,448 | – | 715 | +100.0% | 0.10% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $338,614 | – | 3,504 | +100.0% | 0.10% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $338,865 | – | 43,500 | +100.0% | 0.10% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $341,004 | – | 5,735 | +100.0% | 0.10% | – |
| PFE | New | PFIZER INC | $329,209 | – | 8,975 | +100.0% | 0.10% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $321,417 | – | 4,426 | +100.0% | 0.09% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $322,672 | – | 6,700 | +100.0% | 0.09% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap v | $314,829 | – | 13,312 | +100.0% | 0.09% | – | |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $308,748 | – | 7,614 | +100.0% | 0.09% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $308,718 | – | 2,289 | +100.0% | 0.09% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $302,534 | – | 2,754 | +100.0% | 0.09% | – |
| OEF | New | ISHARES TRs&p 100 etf | $299,616 | – | 1,447 | +100.0% | 0.09% | – |
| EFA | New | ISHARES TRmsci eafe etf | $297,613 | – | 4,105 | +100.0% | 0.09% | – |
| MCD | New | MCDONALDS CORP | $299,215 | – | 1,003 | +100.0% | 0.09% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $295,298 | – | 1,818 | +100.0% | 0.09% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $294,428 | – | 12,314 | +100.0% | 0.09% | – |
| IWB | New | ISHARES TRrus 1000 etf | $289,564 | – | 1,188 | +100.0% | 0.08% | – |
| HD | New | HOME DEPOT INC | $285,789 | – | 920 | +100.0% | 0.08% | – |
| SDY | New | SPDR SER TRs&p divid etf | $275,438 | – | 2,247 | +100.0% | 0.08% | – |
| EDIV | New | SPDR INDEX SHS FDSs&p em mkt div | $273,503 | – | 9,613 | +100.0% | 0.08% | – |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $274,207 | – | 5,163 | +100.0% | 0.08% | – |
| LII | New | LENNOX INTL INC | $269,008 | – | 825 | +100.0% | 0.08% | – |
| IBTF | New | ISHARES TRibonds 25 trm ts | $268,632 | – | 11,614 | +100.0% | 0.08% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $238,882 | – | 3,756 | +100.0% | 0.07% | – |
| T | New | AT&T INC | $240,718 | – | 15,092 | +100.0% | 0.07% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $233,988 | – | 4,638 | +100.0% | 0.07% | – |
| TGT | New | TARGET CORP | $223,109 | – | 1,692 | +100.0% | 0.06% | – |
| XEL | New | XCEL ENERGY INC | $219,962 | – | 3,538 | +100.0% | 0.06% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $215,700 | – | 1,802 | +100.0% | 0.06% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $212,824 | – | 4,354 | +100.0% | 0.06% | – |
| VFMF | New | VANGUARD WELLINGTON FDus multifactor | $212,600 | – | 2,046 | +100.0% | 0.06% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $214,359 | – | 9,110 | +100.0% | 0.06% | – |
| SAND | New | SANDSTORM GOLD LTD | $209,920 | – | 41,000 | +100.0% | 0.06% | – |
| WMT | New | WALMART INC | $208,279 | – | 1,325 | +100.0% | 0.06% | – |
| ZTS | New | ZOETIS INCcl a | $201,056 | – | 1,168 | +100.0% | 0.06% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $199,742 | – | 2,190 | +100.0% | 0.06% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $198,259 | – | 2,024 | +100.0% | 0.06% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $195,068 | – | 2,630 | +100.0% | 0.06% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $193,728 | – | 1,343 | +100.0% | 0.06% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $193,741 | – | 1,376 | +100.0% | 0.06% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $184,602 | – | 2,778 | +100.0% | 0.05% | – |
| NKE | New | NIKE INCcl b | $180,691 | – | 1,637 | +100.0% | 0.05% | – |
| AMGN | New | AMGEN INC | $173,842 | – | 783 | +100.0% | 0.05% | – |
| PSX | New | PHILLIPS 66 | $168,442 | – | 1,766 | +100.0% | 0.05% | – |
| AMZN | New | AMAZON COM INC | $168,947 | – | 1,296 | +100.0% | 0.05% | – |
| CVS | New | CVS HEALTH CORP | $165,152 | – | 2,389 | +100.0% | 0.05% | – |
| SWN | New | SOUTHWESTERN ENERGY CO | $163,472 | – | 27,200 | +100.0% | 0.05% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $160,050 | – | 978 | +100.0% | 0.05% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $161,854 | – | 647 | +100.0% | 0.05% | – |
| AMP | New | AMERIPRISE FINL INC | $162,427 | – | 489 | +100.0% | 0.05% | – |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $150,315 | – | 5,502 | +100.0% | 0.04% | – |
| MO | New | ALTRIA GROUP INC | $151,529 | – | 3,345 | +100.0% | 0.04% | – |
| AGZD | New | WISDOMTREE TRintrst rate hdge | $152,452 | – | 3,446 | +100.0% | 0.04% | – |
| EPP | New | ISHARES INCmsci pac jp etf | $143,434 | – | 3,396 | +100.0% | 0.04% | – |
| BDX | New | BECTON DICKINSON & CO | $145,734 | – | 552 | +100.0% | 0.04% | – |
| WOOD | New | ISHARES TRgl timb fore etf | $144,107 | – | 2,010 | +100.0% | 0.04% | – |
| XOM | New | EXXON MOBIL CORP | $143,445 | – | 1,337 | +100.0% | 0.04% | – |
| MRK | New | MERCK & CO INC | $140,315 | – | 1,216 | +100.0% | 0.04% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $142,090 | – | 2,280 | +100.0% | 0.04% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $135,971 | – | 1,124 | +100.0% | 0.04% | – |
| IBDT | New | ISHARES TRibds dec28 etf | $135,779 | – | 5,542 | +100.0% | 0.04% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $132,199 | – | 1,761 | +100.0% | 0.04% | – |
| ICSH | New | ISHARES TRblackrock ultra | $132,390 | – | 2,632 | +100.0% | 0.04% | – |
| WFC | New | WELLS FARGO CO NEW | $132,650 | – | 3,108 | +100.0% | 0.04% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $128,860 | – | 963 | +100.0% | 0.04% | – |
| IYW | New | ISHARES TRu.s. tech etf | $130,971 | – | 1,203 | +100.0% | 0.04% | – |
| NAT | New | NORDIC AMERICAN TANKERS LIMI | $130,652 | – | 35,600 | +100.0% | 0.04% | – |
| TIP | New | ISHARES TRtips bd etf | $129,683 | – | 1,205 | +100.0% | 0.04% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $123,419 | – | 472 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $124,690 | – | 282 | +100.0% | 0.04% | – |
| O | New | REALTY INCOME CORP | $118,565 | – | 1,983 | +100.0% | 0.04% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $120,236 | – | 1,480 | +100.0% | 0.04% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $120,030 | – | 757 | +100.0% | 0.04% | – |
| QDEF | New | FLEXSHARES TRqlt div def idx | $113,929 | – | 2,038 | +100.0% | 0.03% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $114,289 | – | 2,889 | +100.0% | 0.03% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $113,485 | – | 855 | +100.0% | 0.03% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $111,442 | – | 1,324 | +100.0% | 0.03% | – |
| KO | New | COCA COLA CO | $109,541 | – | 1,819 | +100.0% | 0.03% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $103,051 | – | 3,790 | +100.0% | 0.03% | – |
| New | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $102,690 | – | 2,123 | +100.0% | 0.03% | – | |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $102,423 | – | 466 | +100.0% | 0.03% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $103,803 | – | 1,101 | +100.0% | 0.03% | – |
| V | New | VISA INC | $101,998 | – | 430 | +100.0% | 0.03% | – |
| CSCO | New | CISCO SYS INC | $102,963 | – | 1,990 | +100.0% | 0.03% | – |
| CVX | New | CHEVRON CORP NEW | $98,344 | – | 625 | +100.0% | 0.03% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $100,953 | – | 429 | +100.0% | 0.03% | – |
| New | DIMENSIONAL ETF TRUSTintl small cap e | $99,359 | – | 4,354 | +100.0% | 0.03% | – | |
| CAT | New | CATERPILLAR INC | $97,190 | – | 395 | +100.0% | 0.03% | – |
| IP | New | INTERNATIONAL PAPER CO | $95,430 | – | 3,000 | +100.0% | 0.03% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $96,011 | – | 990 | +100.0% | 0.03% | – |
| LIACF | New | AMERICAN LITHIUM CORP | $94,068 | – | 46,800 | +100.0% | 0.03% | – |
| SRE | New | SEMPRA | $91,577 | – | 629 | +100.0% | 0.03% | – |
| DUK | New | DUKE ENERGY CORP NEW | $91,961 | – | 1,025 | +100.0% | 0.03% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $91,592 | – | 1,029 | +100.0% | 0.03% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $87,776 | – | 2,004 | +100.0% | 0.03% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $87,171 | – | 1,869 | +100.0% | 0.02% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $85,471 | – | 1,570 | +100.0% | 0.02% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $81,993 | – | 764 | +100.0% | 0.02% | – |
| DIS | New | DISNEY WALT CO | $78,614 | – | 881 | +100.0% | 0.02% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $78,343 | – | 1,576 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC | $77,527 | – | 176 | +100.0% | 0.02% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $80,659 | – | 1,210 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $75,812 | – | 371 | +100.0% | 0.02% | – |
| LOW | New | LOWES COS INC | $76,964 | – | 341 | +100.0% | 0.02% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $73,719 | – | 1,185 | +100.0% | 0.02% | – |
| DVN | New | DEVON ENERGY CORP NEW | $72,510 | – | 1,500 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $69,155 | – | 328 | +100.0% | 0.02% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $65,110 | – | 1,943 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $66,636 | – | 1,042 | +100.0% | 0.02% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $60,305 | – | 403 | +100.0% | 0.02% | – |
| DOL | New | WISDOMTREE TRintl lrgcap dv | $60,425 | – | 1,281 | +100.0% | 0.02% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $62,971 | – | 1,094 | +100.0% | 0.02% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $60,718 | – | 385 | +100.0% | 0.02% | – |
| INTC | New | INTEL CORP | $60,025 | – | 1,795 | +100.0% | 0.02% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $56,861 | – | 780 | +100.0% | 0.02% | – |
| SLV | New | ISHARES SILVER TRishares | $53,625 | – | 2,567 | +100.0% | 0.02% | – |
| GLD | New | SPDR GOLD TR | $55,799 | – | 313 | +100.0% | 0.02% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $54,551 | – | 198 | +100.0% | 0.02% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $56,503 | – | 1,002 | +100.0% | 0.02% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $55,704 | – | 162 | +100.0% | 0.02% | – |
| WEC | New | WEC ENERGY GROUP INC | $51,003 | – | 578 | +100.0% | 0.02% | – |
| ASML | New | ASML HOLDING N V | $50,008 | – | 69 | +100.0% | 0.02% | – |
| COST | New | COSTCO WHSL CORP NEW | $51,416 | – | 96 | +100.0% | 0.02% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $52,956 | – | 2,878 | +100.0% | 0.02% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $49,508 | – | 1,440 | +100.0% | 0.01% | – |
| DEM | New | WISDOMTREE TRemer mkt high fd | $46,711 | – | 1,221 | +100.0% | 0.01% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $48,876 | – | 222 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $49,605 | – | 455 | +100.0% | 0.01% | – |
| GOVT | New | ISHARES TRus treas bd etf | $45,938 | – | 2,006 | +100.0% | 0.01% | – |
| New | RYAN SPECIALTY HOLDINGS INCcl a | $44,890 | – | 1,000 | +100.0% | 0.01% | – | |
| TLTE | New | FLEXSHARES TRmstar emkt fac | $43,029 | – | 883 | +100.0% | 0.01% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $43,878 | – | 1,685 | +100.0% | 0.01% | – |
| ORCL | New | ORACLE CORP | $43,826 | – | 368 | +100.0% | 0.01% | – |
| XT | New | ISHARES TRexponential tech | $45,426 | – | 817 | +100.0% | 0.01% | – |
| DOO | New | WISDOMTREE TRinterntnl ai enh | $40,246 | – | 1,032 | +100.0% | 0.01% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $41,160 | – | 1,221 | +100.0% | 0.01% | – |
| DALI | New | FIRST TR EXCHANGE-TRADED FDdorseywrgt etf | $39,178 | – | 1,515 | +100.0% | 0.01% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $36,380 | – | 1,118 | +100.0% | 0.01% | – |
| D | New | DOMINION ENERGY INC | $36,771 | – | 710 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $37,525 | – | 306 | +100.0% | 0.01% | – |
| KR | New | KROGER CO | $38,681 | – | 823 | +100.0% | 0.01% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $37,357 | – | 251 | +100.0% | 0.01% | – |
| OTTR | New | OTTER TAIL CORP | $35,848 | – | 454 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $34,300 | – | 2,267 | +100.0% | 0.01% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $34,173 | – | 212 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $32,972 | – | 241 | +100.0% | 0.01% | – |
| WM | New | WASTE MGMT INC DEL | $35,275 | – | 203 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $35,625 | – | 224 | +100.0% | 0.01% | – |
| AMAT | New | APPLIED MATLS INC | $30,831 | – | 213 | +100.0% | 0.01% | – |
| HRB | New | BLOCK H & R INC | $30,819 | – | 967 | +100.0% | 0.01% | – |
| SNPS | New | SYNOPSYS INC | $29,391 | – | 68 | +100.0% | 0.01% | – |
| NULC | New | NUSHARES ETF TResg large cap | $29,922 | – | 825 | +100.0% | 0.01% | – |
| EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $29,459 | – | 561 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTus large cap val | $32,208 | – | 1,268 | +100.0% | 0.01% | – | |
| EMXC | New | ISHARES INCmsci emrg chn | $29,629 | – | 570 | +100.0% | 0.01% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $32,542 | – | 875 | +100.0% | 0.01% | – |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $32,203 | – | 699 | +100.0% | 0.01% | – |
| WFHY | New | WISDOMTREE TRus hgh yld corp | $27,551 | – | 624 | +100.0% | 0.01% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $29,103 | – | 356 | +100.0% | 0.01% | – |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $28,462 | – | 1,354 | +100.0% | 0.01% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $27,478 | – | 508 | +100.0% | 0.01% | – |
| DVYE | New | ISHARES INCem mkts div etf | $28,788 | – | 1,175 | +100.0% | 0.01% | – |
| ET | New | ENERGY TRANSFER L P | $28,080 | – | 2,211 | +100.0% | 0.01% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $26,496 | – | 512 | +100.0% | 0.01% | – |
| PM | New | PHILIP MORRIS INTL INC | $26,260 | – | 269 | +100.0% | 0.01% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $26,650 | – | 334 | +100.0% | 0.01% | – |
| New | AMERICAN CENTY ETF TRreal estate etf | $26,816 | – | 655 | +100.0% | 0.01% | – | |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $25,917 | – | 53 | +100.0% | 0.01% | – |
| FDX | New | FEDEX CORP | $27,022 | – | 109 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $25,745 | – | 2,580 | +100.0% | 0.01% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $24,307 | – | 125 | +100.0% | 0.01% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $23,905 | – | 334 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $22,635 | – | 168 | +100.0% | 0.01% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $23,268 | – | 560 | +100.0% | 0.01% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $21,551 | – | 45 | +100.0% | 0.01% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $20,228 | – | 488 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $21,019 | – | 75 | +100.0% | 0.01% | – |
| PH | New | PARKER-HANNIFIN CORP | $21,843 | – | 56 | +100.0% | 0.01% | – |
| AEE | New | AMEREN CORP | $20,091 | – | 246 | +100.0% | 0.01% | – |
| EQT | New | EQT CORP | $20,565 | – | 500 | +100.0% | 0.01% | – |
| WELL | New | WELLTOWER INC | $20,223 | – | 250 | +100.0% | 0.01% | – |
| New | GSK PLCsponsored adr | $19,317 | – | 542 | +100.0% | 0.01% | – | |
| New | DIMENSIONAL ETF TRUSTintl core equity | $19,562 | – | 806 | +100.0% | 0.01% | – | |
| NVDA | New | NVIDIA CORPORATION | $19,882 | – | 47 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTinternational | $21,711 | – | 713 | +100.0% | 0.01% | – | |
| FCX | New | FREEPORT-MCMORAN INCcl b | $21,360 | – | 534 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE INC | $22,183 | – | 105 | +100.0% | 0.01% | – |
| CI | New | THE CIGNA GROUP | $19,642 | – | 70 | +100.0% | 0.01% | – |
| HOG | New | HARLEY DAVIDSON INC | $21,126 | – | 600 | +100.0% | 0.01% | – |
| VCV | New | INVESCO CALIF VALUE MUN INCO | $15,568 | – | 1,625 | +100.0% | 0.01% | – |
| New | GLOBAL X FDSglobx supdv us | $17,769 | – | 1,064 | +100.0% | 0.01% | – | |
| New | INVENTRUST PPTYS CORP | $17,448 | – | 754 | +100.0% | 0.01% | – | |
| DD | New | DUPONT DE NEMOURS INC | $18,396 | – | 258 | +100.0% | 0.01% | – |
| IWX | New | ISHARES TRrus tp200 vl etf | $18,007 | – | 267 | +100.0% | 0.01% | – |
| TSLA | New | TESLA INC | $17,016 | – | 65 | +100.0% | 0.01% | – |
| KMB | New | KIMBERLY-CLARK CORP | $17,258 | – | 125 | +100.0% | 0.01% | – |
| VWOB | New | VANGUARD WHITEHALL FDSem mk gov bd etf | $17,249 | – | 277 | +100.0% | 0.01% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $16,740 | – | 89 | +100.0% | 0.01% | – |
| UNM | New | UNUM GROUP | $16,457 | – | 345 | +100.0% | 0.01% | – |
| ADI | New | ANALOG DEVICES INC | $14,416 | – | 74 | +100.0% | 0.00% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $14,699 | – | 360 | +100.0% | 0.00% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $13,091 | – | 516 | +100.0% | 0.00% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $13,283 | – | 282 | +100.0% | 0.00% | – |
| HWKN | New | HAWKINS INC | $12,161 | – | 255 | +100.0% | 0.00% | – |
| ALRS | New | ALERUS FINL CORP | $13,126 | – | 730 | +100.0% | 0.00% | – |
| MCHI | New | ISHARES TRmsci china etf | $12,304 | – | 275 | +100.0% | 0.00% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $14,376 | – | 209 | +100.0% | 0.00% | – |
| FB | New | META PLATFORMS INCcl a | $12,771 | – | 45 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $14,276 | – | 120 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $14,755 | – | 258 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC | $12,467 | – | 5 | +100.0% | 0.00% | – |
| PRU | New | PRUDENTIAL FINL INC | $14,116 | – | 160 | +100.0% | 0.00% | – |
| SNY | New | SANOFIsponsored adr | $13,044 | – | 242 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC | $14,562 | – | 78 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $12,025 | – | 62 | +100.0% | 0.00% | – |
| DOW | New | DOW INC | $14,327 | – | 269 | +100.0% | 0.00% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $12,329 | – | 156 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $13,531 | – | 156 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $12,532 | – | 127 | +100.0% | 0.00% | – |
| SDG | New | ISHARES TRmsci gbl sus dev | $12,728 | – | 161 | +100.0% | 0.00% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $8,877 | – | 115 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $8,914 | – | 144 | +100.0% | 0.00% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $11,226 | – | 280 | +100.0% | 0.00% | – |
| AIRR | New | FIRST TR EXCHANGE-TRADED FDrba indl etf | $11,948 | – | 221 | +100.0% | 0.00% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $10,400 | – | 134 | +100.0% | 0.00% | – |
| AME | New | AMETEK INC | $9,147 | – | 57 | +100.0% | 0.00% | – |
| New | GENERAL ELECTRIC CO | $9,448 | – | 86 | +100.0% | 0.00% | – | |
| NUSC | New | NUSHARES ETF TRnuveen esg smlcp | $11,504 | – | 311 | +100.0% | 0.00% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $11,044 | – | 66 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $9,596 | – | 265 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $11,855 | – | 201 | +100.0% | 0.00% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $11,189 | – | 259 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $11,215 | – | 304 | +100.0% | 0.00% | – |
| New | WISDOMTREE TRbattery vl chain | $9,965 | – | 286 | +100.0% | 0.00% | – | |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $9,082 | – | 118 | +100.0% | 0.00% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $10,053 | – | 210 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $9,520 | – | 200 | +100.0% | 0.00% | – |
| ETN | New | EATON CORP PLC | $8,648 | – | 43 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $8,809 | – | 248 | +100.0% | 0.00% | – |
| New | SYLVAMO CORP | $10,922 | – | 270 | +100.0% | 0.00% | – | |
| STRA | New | STRATEGIC ED INC | $9,227 | – | 136 | +100.0% | 0.00% | – |
| CMS | New | CMS ENERGY CORP | $5,699 | – | 97 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $8,064 | – | 25 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $7,159 | – | 35 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $6,972 | – | 227 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $5,839 | – | 88 | +100.0% | 0.00% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $7,267 | – | 19 | +100.0% | 0.00% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $6,491 | – | 89 | +100.0% | 0.00% | – |
| SUSL | New | ISHARES TResg msci leadr | $7,588 | – | 98 | +100.0% | 0.00% | – |
| New | HALEON PLCspon ads | $5,665 | – | 676 | +100.0% | 0.00% | – | |
| CSGP | New | COSTAR GROUP INC | $7,565 | – | 85 | +100.0% | 0.00% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $5,812 | – | 53 | +100.0% | 0.00% | – |
| SHW | New | SHERWIN WILLIAMS CO | $7,701 | – | 29 | +100.0% | 0.00% | – |
| VLUE | New | ISHARES TRmsci usa value | $6,566 | – | 70 | +100.0% | 0.00% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $6,250 | – | 320 | +100.0% | 0.00% | – |
| JOUT | New | JOHNSON OUTDOORS INCcl a | $8,091 | – | 132 | +100.0% | 0.00% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $8,460 | – | 316 | +100.0% | 0.00% | – |
| KHC | New | KRAFT HEINZ CO | $6,964 | – | 196 | +100.0% | 0.00% | – |
| BAC | New | BANK AMERICA CORP | $6,198 | – | 216 | +100.0% | 0.00% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $7,388 | – | 77 | +100.0% | 0.00% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $7,405 | – | 117 | +100.0% | 0.00% | – |
| EOG | New | EOG RES INC | $7,668 | – | 67 | +100.0% | 0.00% | – |
| MDYG | New | SPDR SER TRs&p 400 mdcp grw | $8,384 | – | 117 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEW | $7,786 | – | 44 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $8,223 | – | 463 | +100.0% | 0.00% | – |
| AVUS | New | AMERICAN CENTY ETF TRus eqt etf | $6,091 | – | 81 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $8,445 | – | 103 | +100.0% | 0.00% | – |
| WK | New | WORKIVA INC | $5,388 | – | 53 | +100.0% | 0.00% | – |
| TECH | New | BIO-TECHNE CORP | $5,225 | – | 64 | +100.0% | 0.00% | – |
| MET | New | METLIFE INC | $6,728 | – | 119 | +100.0% | 0.00% | – |
| GLOB | New | GLOBANT S A | $6,111 | – | 34 | +100.0% | 0.00% | – |
| EFX | New | EQUIFAX INC | $8,236 | – | 35 | +100.0% | 0.00% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $5,581 | – | 29 | +100.0% | 0.00% | – |
| FAST | New | FASTENAL CO | $7,610 | – | 129 | +100.0% | 0.00% | – |
| FIVE | New | FIVE BELOW INC | $8,059 | – | 41 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP NEWcl a | $7,816 | – | 92 | +100.0% | 0.00% | – |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $6,960 | – | 87 | +100.0% | 0.00% | – |
| ARW | New | ARROW ELECTRS INC | $8,165 | – | 57 | +100.0% | 0.00% | – |
| ANSS | New | ANSYS INC | $7,927 | – | 24 | +100.0% | 0.00% | – |
| TKR | New | TIMKEN CO | $6,225 | – | 68 | +100.0% | 0.00% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $5,202 | – | 80 | +100.0% | 0.00% | – |
| ROL | New | ROLLINS INC | $5,311 | – | 124 | +100.0% | 0.00% | – |
| TYL | New | TYLER TECHNOLOGIES INC | $7,080 | – | 17 | +100.0% | 0.00% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $7,835 | – | 32 | +100.0% | 0.00% | – |
| IEX | New | IDEX CORP | $7,857 | – | 37 | +100.0% | 0.00% | – |
| ANTM | New | ELEVANCE HEALTH INC | $8,442 | – | 19 | +100.0% | 0.00% | – |
| New | RB GLOBAL INC | $5,520 | – | 92 | +100.0% | 0.00% | – | |
| PIPR | New | PIPER SANDLER COMPANIES | $6,463 | – | 50 | +100.0% | 0.00% | – |
| HUM | New | HUMANA INC | $8,496 | – | 19 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $3,578 | – | 14 | +100.0% | 0.00% | – |
| FCO | New | ABRDN GLOBAL INCOME FUND INC | $4,172 | – | 700 | +100.0% | 0.00% | – |
| BCD | New | ABRDN ETFS | $1,723 | – | 54 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $4,721 | – | 56 | +100.0% | 0.00% | – |
| ADX | New | ADAMS DIVERSIFIED EQUITY FD | $4,237 | – | 252 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $2,507 | – | 22 | +100.0% | 0.00% | – |
| A | New | AGILENT TECHNOLOGIES INC | $4,450 | – | 37 | +100.0% | 0.00% | – |
| ALRM | New | ALARM COM HLDGS INC | $3,256 | – | 63 | +100.0% | 0.00% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $3,183 | – | 9 | +100.0% | 0.00% | – |
| AMED | New | AMEDISYS INC | $3,475 | – | 38 | +100.0% | 0.00% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $4,800 | – | 57 | +100.0% | 0.00% | – |
| BLL | New | BALL CORP | $4,308 | – | 74 | +100.0% | 0.00% | – |
| WRB | New | BERKLEY W R CORP | $4,289 | – | 72 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $2,315 | – | 43 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $3,904 | – | 5 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $2,111 | – | 12 | +100.0% | 0.00% | – |
| CME | New | CME GROUP INC | $2,780 | – | 15 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $4,571 | – | 100 | +100.0% | 0.00% | – |
| CERT | New | CERTARA INC | $1,821 | – | 100 | +100.0% | 0.00% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $3,364 | – | 16 | +100.0% | 0.00% | – |
| CGNX | New | COGNEX CORP | $3,306 | – | 59 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $2,384 | – | 23 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $4,185 | – | 17 | +100.0% | 0.00% | – |
| CMI | New | CUMMINS INC | $1,962 | – | 8 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $3,000 | – | 13 | +100.0% | 0.00% | – |
| APPS | New | DIGITAL TURBINE INC | $4,640 | – | 500 | +100.0% | 0.00% | – |
| New | DIGITALBRIDGE GROUP INCcl a new | $3,163 | – | 215 | +100.0% | 0.00% | – | |
| EPR | New | EPR PPTYS | $2,762 | – | 59 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $2,453 | – | 26 | +100.0% | 0.00% | – |
| New | EMBECTA CORP | $2,333 | – | 108 | +100.0% | 0.00% | – | |
| ENSG | New | ENSIGN GROUP INC | $3,342 | – | 35 | +100.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $2,882 | – | 26 | +100.0% | 0.00% | – |
| ETR | New | ENTERGY CORP NEW | $3,603 | – | 37 | +100.0% | 0.00% | – |
| EXPE | New | EXPEDIA GROUP INC | $4,814 | – | 44 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $3,173 | – | 34 | +100.0% | 0.00% | – |
| FIVN | New | FIVE9 INC | $1,897 | – | 23 | +100.0% | 0.00% | – |
| TILT | New | FLEXSHARES TRmornstar usmkt | $4,383 | – | 26 | +100.0% | 0.00% | – |
| FND | New | FLOOR & DECOR HLDGS INCcl a | $2,080 | – | 20 | +100.0% | 0.00% | – |
| FBHS | New | FORTUNE BRANDS INNOVATIONS I | $3,094 | – | 43 | +100.0% | 0.00% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $2,275 | – | 28 | +100.0% | 0.00% | – | |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $2,443 | – | 85 | +100.0% | 0.00% | – |
| GDDY | New | GODADDY INCcl a | $3,569 | – | 48 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $4,955 | – | 48 | +100.0% | 0.00% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $3,044 | – | 40 | +100.0% | 0.00% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR C | $2,675 | – | 107 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRISE C | $3,814 | – | 227 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $2,291 | – | 5 | +100.0% | 0.00% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $4,934 | – | 70 | +100.0% | 0.00% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $4,854 | – | 20 | +100.0% | 0.00% | – |
| EFG | New | ISHARES TReafe grwth etf | $2,958 | – | 31 | +100.0% | 0.00% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $4,130 | – | 116 | +100.0% | 0.00% | – |
| REET | New | ISHARES TRglobal reit etf | $3,354 | – | 146 | +100.0% | 0.00% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $3,015 | – | 18 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $4,501 | – | 7 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $3,223 | – | 7 | +100.0% | 0.00% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $3,491 | – | 19 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $2,212 | – | 37 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $3,147 | – | 8 | +100.0% | 0.00% | – |
| MEDP | New | MEDPACE HLDGS INC | $2,402 | – | 10 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC. | $2,778 | – | 31 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $3,545 | – | 42 | +100.0% | 0.00% | – |
| NATI | New | NATIONAL INSTRS CORP | $3,731 | – | 65 | +100.0% | 0.00% | – |
| NEOG | New | NEOGEN CORP | $1,871 | – | 86 | +100.0% | 0.00% | – |
| NEE | New | NEXTERA ENERGY INC | $2,968 | – | 40 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $3,824 | – | 919 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP | $2,041 | – | 9 | +100.0% | 0.00% | – |
| NTRS | New | NORTHERN TR CORP | $1,928 | – | 26 | +100.0% | 0.00% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $4,558 | – | 10 | +100.0% | 0.00% | – |
| NUSA | New | NUSHARES ETF TRnuveen esg 1-5 | $4,499 | – | 197 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $1,911 | – | 2 | +100.0% | 0.00% | – |
| KIDS | New | ORTHOPEDIATRICS CORP | $1,842 | – | 42 | +100.0% | 0.00% | – |
| PPG | New | PPG INDS INC | $2,373 | – | 16 | +100.0% | 0.00% | – |
| AMN | New | AMN HEALTHCARE SVCS INC | $1,856 | – | 17 | +100.0% | 0.00% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $4,819 | – | 15 | +100.0% | 0.00% | – |
| PCTY | New | PAYLOCITY HLDG CORP | $4,983 | – | 27 | +100.0% | 0.00% | – |
| PEGA | New | PEGASYSTEMS INC | $2,367 | – | 48 | +100.0% | 0.00% | – |
| TROW | New | PRICE T ROWE GROUP INC | $4,201 | – | 38 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $3,244 | – | 25 | +100.0% | 0.00% | – |
| PGNY | New | PROGYNY INC | $1,731 | – | 44 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $5,038 | – | 125 | +100.0% | 0.00% | – |
| SPGI | New | S&P GLOBAL INC | $3,809 | – | 10 | +100.0% | 0.00% | – |
| SPSC | New | SPS COMM INC | $3,650 | – | 19 | +100.0% | 0.00% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $4,354 | – | 106 | +100.0% | 0.00% | – |
| XOP | New | SPDR SER TRs&p oilgas exp | $2,062 | – | 16 | +100.0% | 0.00% | – |
| HSIC | New | HENRY SCHEIN INC | $1,785 | – | 22 | +100.0% | 0.00% | – |
| SCHW | New | SCHWAB CHARLES CORP | $4,943 | – | 87 | +100.0% | 0.00% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $4,903 | – | 102 | +100.0% | 0.00% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,038 | – | 12 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $2,248 | – | 4 | +100.0% | 0.00% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $4,168 | – | 920 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $4,612 | – | 16 | +100.0% | 0.00% | – |
| SQSP | New | SQUARESPACE INCclass a | $2,271 | – | 72 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $5,131 | – | 29 | +100.0% | 0.00% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $3,653 | – | 7 | +100.0% | 0.00% | – |
| TFC | New | TRUIST FINL CORP | $2,413 | – | 80 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $4,840 | – | 27 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $2,346 | – | 20 | +100.0% | 0.00% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $4,568 | – | 30 | +100.0% | 0.00% | – |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $4,250 | – | 52 | +100.0% | 0.00% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $4,073 | – | 66 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $3,387 | – | 30 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $4,860 | – | 22 | +100.0% | 0.00% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $4,047 | – | 12 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $3,775 | – | 301 | +100.0% | 0.00% | – | |
| WSO | New | WATSCO INC | $3,815 | – | 10 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $2,259 | – | 10 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $3,932 | – | 27 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $4,475 | – | 15 | +100.0% | 0.00% | – |
| New | LINDE PLC | $4,383 | – | 12 | +100.0% | 0.00% | – | |
| CB | New | CHUBB LIMITED | $1,734 | – | 9 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $1,745 | – | 19 | +100.0% | 0.00% | – |
| New | PROSHARES TRultrashrt s&p500 | $1,715 | – | 50 | +100.0% | 0.00% | – | |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $607 | – | 8 | +100.0% | 0.00% | – |
| IGT | New | INTERNATIONAL GAME TECHNOLOG | $638 | – | 20 | +100.0% | 0.00% | – |
| PAYX | New | PAYCHEX INC | $336 | – | 3 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP AMER | $926 | – | 7 | +100.0% | 0.00% | – |
| PCAR | New | PACCAR INC | $502 | – | 6 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $1,431 | – | 21 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $300 | – | 1 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $305 | – | 46 | +100.0% | 0.00% | – | |
| OGN | New | ORGANON & CO | $1,062 | – | 51 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $740 | – | 2 | +100.0% | 0.00% | – |
| OKTA | New | OKTA INCcl a | $70 | – | 1 | +100.0% | 0.00% | – |
| NEM | New | NEWMONT CORP | $470 | – | 11 | +100.0% | 0.00% | – |
| New | NEW YORK MTG TR INC | $60 | – | 6 | +100.0% | 0.00% | – | |
| MCO | New | MOODYS CORP | $696 | – | 2 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $288 | – | 5 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $84 | – | 2 | +100.0% | 0.00% | – |
| New | MASTERBRAND INC | $501 | – | 43 | +100.0% | 0.00% | – | |
| MLM | New | MARTIN MARIETTA MATLS INC | $462 | – | 1 | +100.0% | 0.00% | – |
| MPC | New | MARATHON PETE CORP | $700 | – | 6 | +100.0% | 0.00% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $77 | – | 34 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $197 | – | 1 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $986 | – | 17 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $1,088 | – | 5 | +100.0% | 0.00% | – |
| New | KYNDRYL HLDGS INC | $1,581 | – | 119 | +100.0% | 0.00% | – | |
| KLAC | New | KLA CORP | $971 | – | 2 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $802 | – | 17 | +100.0% | 0.00% | – |
| GVI | New | ISHARES TRintrm gov cr etf | $721 | – | 7 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $547 | – | 10 | +100.0% | 0.00% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,026 | – | 3 | +100.0% | 0.00% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $834 | – | 10 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $340 | – | 3 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABS INC | $503 | – | 1 | +100.0% | 0.00% | – |
| IAC | New | IAC INC | $1,382 | – | 22 | +100.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $292 | – | 2 | +100.0% | 0.00% | – |
| VOX | New | VANGUARD WORLD FDS | $745 | – | 7 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $1,224 | – | 9 | +100.0% | 0.00% | – |
| HSY | New | HERSHEY CO | $1,499 | – | 6 | +100.0% | 0.00% | – |
| PEAK | New | HEALTHPEAK PROPERTIES INC | $1,347 | – | 67 | +100.0% | 0.00% | – |
| GDYN | New | GRID DYNAMICS HLDGS INCcl a | $1,221 | – | 132 | +100.0% | 0.00% | – |
| GPN | New | GLOBAL PMTS INC | $99 | – | 1 | +100.0% | 0.00% | – |
| FRPT | New | FRESHPET INC | $1,383 | – | 21 | +100.0% | 0.00% | – |
| FTV | New | FORTIVE CORP | $150 | – | 2 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $378 | – | 5 | +100.0% | 0.00% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $83 | – | 2 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $1,191 | – | 8 | +100.0% | 0.00% | – |
| ES | New | EVERSOURCE ENERGY | $1,277 | – | 18 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $784 | – | 1 | +100.0% | 0.00% | – |
| New | ASPEN TECHNOLOGY INC | $1,174 | – | 7 | +100.0% | 0.00% | – | |
| EA | New | ELECTRONIC ARTS INC | $1,622 | – | 13 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GEN CORP NEW | $1,444 | – | 9 | +100.0% | 0.00% | – |
| STE | New | STERIS PLC | $338 | – | 2 | +100.0% | 0.00% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $1,178 | – | 5 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $310 | – | 7 | +100.0% | 0.00% | – |
| VMEO | New | VIMEO INC | $5 | – | 1 | +100.0% | 0.00% | – |
| New | DEFINITIVE HEALTHCARE CORP | $847 | – | 77 | +100.0% | 0.00% | – | |
| VMW | New | VMWARE INC | $144 | – | 1 | +100.0% | 0.00% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $1,276 | – | 135 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $428 | – | 16 | +100.0% | 0.00% | – |
| DTE | New | DTE ENERGY CO | $991 | – | 9 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $110 | – | 1 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $174 | – | 2 | +100.0% | 0.00% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $599 | – | 21 | +100.0% | 0.00% | – |
| ACM | New | AECOM | $1,271 | – | 15 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INC | $1,140 | – | 10 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $366 | – | 4 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,616 | – | 11 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $365 | – | 4 | +100.0% | 0.00% | – |
| CL | New | COLGATE PALMOLIVE CO | $347 | – | 5 | +100.0% | 0.00% | – |
| WRK | New | WESTROCK CO | $160 | – | 6 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $457 | – | 18 | +100.0% | 0.00% | – |
| WHR | New | WHIRLPOOL CORP | $1,191 | – | 8 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $376 | – | 12 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $1,382 | – | 30 | +100.0% | 0.00% | – |
| CHD | New | CHURCH & DWIGHT CO INC | $201 | – | 2 | +100.0% | 0.00% | – |
| LNG | New | CHENIERE ENERGY INC | $610 | – | 4 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $368 | – | 1 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $146 | – | 5 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $821 | – | 8 | +100.0% | 0.00% | – |
| New | CANADIAN PACIFIC KANSAS CITY | $404 | – | 5 | +100.0% | 0.00% | – | |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $704 | – | 3 | +100.0% | 0.00% | – |
| CSX | New | CSX CORP | $103 | – | 3 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $237 | – | 5 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,228 | – | 11 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $1,383 | – | 2 | +100.0% | 0.00% | – |
| TEL | New | TE CONNECTIVITY LTD | $421 | – | 3 | +100.0% | 0.00% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $1,552 | – | 26 | +100.0% | 0.00% | – |
| AVY | New | AVERY DENNISON CORP | $1,547 | – | 9 | +100.0% | 0.00% | – |
| YUM | New | YUM BRANDS INC | $208 | – | 2 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $23 | – | 2 | +100.0% | 0.00% | – | |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $180 | – | 2 | +100.0% | 0.00% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $235 | – | 3 | +100.0% | 0.00% | – |
| TJX | New | TJX COS INC NEW | $170 | – | 2 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC | $129 | – | 3 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $167 | – | 3 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $531 | – | 5 | +100.0% | 0.00% | – |
| AVB | New | AVALONBAY CMNTYS INC | $1,515 | – | 8 | +100.0% | 0.00% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $1,321 | – | 52 | +100.0% | 0.00% | – |
| FITE | New | SPDR SER TRs&p kensho futre | $245 | – | 5 | +100.0% | 0.00% | – |
| New | RUMBLE INC | $892 | – | 100 | +100.0% | 0.00% | – | |
| ROP | New | ROPER TECHNOLOGIES INC | $481 | – | 1 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION | $157 | – | 2 | +100.0% | 0.00% | – |
| KRNT | New | KORNIT DIGITAL LTD | $1,381 | – | 47 | +100.0% | 0.00% | – |
| TWLO | New | TWILIO INCcl a | $64 | – | 1 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $659 | – | 2 | +100.0% | 0.00% | – |
| RSG | New | REPUBLIC SVCS INC | $154 | – | 1 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC | $942 | – | 2 | +100.0% | 0.00% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $1,438 | – | 2 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $220 | – | 4 | +100.0% | 0.00% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $416 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 2 | Q3 2023 | 6.6% |
| SPDR SER TR | 2 | Q3 2023 | 5.6% |
| VANGUARD BD INDEX FDS | 2 | Q3 2023 | 5.4% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 4.6% |
| SPDR SER TR | 2 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 3.2% |
| VANGUARD WHITEHALL FDS | 2 | Q3 2023 | 3.1% |
| ISHARES TR | 2 | Q3 2023 | 3.2% |
| VANGUARD TAX-MANAGED FDS | 2 | Q3 2023 | 3.0% |
| VANGUARD SCOTTSDALE FDS | 2 | Q3 2023 | 3.0% |
View Cherry Tree Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
View Cherry Tree Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.