| No Related Data |
| A |
Agilent Technologies Inc |
80% (14M) |
| AA |
Alcoa Corp |
50% (1.5M) |
| AAPL |
Apple Inc |
50% (1.5M) |
| ABBV |
AbbVie Inc |
70% (7M) |
| ABEV |
Ambev SA |
50% (1.5M) |
| ABNB |
Airbnb Inc |
80% (21M) |
| ABT |
Abbott Laboratories |
50% (1.5M) |
| ACGL |
Arch Capital Group Ltd |
70% (7M) |
| ACN |
Accenture PLC |
50% (2.5M) |
| ACWI |
iShares MSCI ACWI ETF |
50% (2.5M) |
| ACWX |
iShares MSCI ACWI ex US ETF |
50% (2.5M) |
| ADBE |
Adobe Inc |
50% (2.5M) |
| ADI |
Analog Devices Inc |
70% (7M) |
| ADM |
Archer-Daniels-Midland Co |
50% (2.5M) |
| ADP |
Automatic Data Processing Inc |
70% (7M) |
| ADSK |
Autodesk Inc |
70% (7M) |
| AEE |
Ameren Corp |
70% (7M) |
| AEM |
Agnico Eagle Mines Ltd |
80% (14M) |
| AEP |
American Electric Power Company Inc |
80% (14M) |
| AER |
AerCap Holdings NV |
50% (1.5M) |
| AFL |
Aflac Inc |
80% (14M) |
| AFRM |
Affirm Holdings Inc |
50% (1.5M) |
| AGCO |
AGCO Corp |
50% (1.5M) |
| AGG |
iShares Core US Aggregate Bond ETF |
80% (21M) |
| AGI |
Alamos Gold Inc |
30% (0.6M) |
| AGNC |
AGNC Investment Corp |
50% (1.5M) |
| AIG |
American International Group Inc |
70% (7M) |
| AIZ |
Assurant Inc |
50% (1.5M) |
| AJG |
Arthur J. Gallagher & Co. |
70% (7M) |
| AKAM |
Akamai Technologies Inc |
30% (0.6M) |
| ALAB |
Astera Labs Inc |
50% (2.5M) |
| ALB |
Albemarle Corp |
50% (2.5M) |
| ALC |
Alcon AG |
30% (0.6M) |
| ALL |
Allstate Corp |
70% (7M) |
| ALLY |
Ally Financial Inc |
50% (2.5M) |
| AMAT |
Applied Materials Inc |
70% (7M) |
| AMCR |
Amcor PLC |
50% (2.5M) |
| AMD |
Advanced Micro Devices Inc |
50% (2.5M) |
| AME |
AMETEK Inc |
70% (7M) |
| AMGN |
Amgen Inc |
30% (0.6M) |
| AMLP |
Alerian MLP |
50% (1.5M) |
| AMP |
Ameriprise Financial Inc |
50% (2.5M) |
| AMT |
American Tower Corp |
70% (7M) |
| AMX |
America Movil SAB de CV |
50% (2.5M) |
| AMZN |
Amazon.com Inc |
30% (0.6M) |
| ANET |
Arista Networks Inc |
50% (0.3M) |
| AON |
Aon PLC |
70% (7M) |
| APD |
Air Products and Chemicals Inc |
80% (21M) |
| APG |
APi Group Corp |
50% (1.5M) |
| APH |
Amphenol Corp |
30% (0.6M) |
| APO |
Apollo Global Management Inc |
70% (7M) |
| APP |
Applovin Corp |
50% (2.5M) |
| APTV |
Aptiv PLC |
50% (2.5M) |
| AR |
Antero Resources Corp |
50% (1.5M) |
| ARCC |
Ares Capital Corp |
50% (1.5M) |
| ARES |
Ares Management Corp |
70% (7M) |
| ARGX |
argenx SE |
50% (2.5M) |
| ARKK |
ARK Innovation ETF |
50% (1.5M) |
| ARM |
Arm Holdings PLC |
80% (14M) |
| ARW |
Arrow Electronics Inc |
30% (0.6M) |
| ASML |
ASML Holding NV |
50% (0.3M) |
| ASTS |
AST SpaceMobile Inc |
70% (7M) |
| ASX |
ASE Technology Holding Co Ltd |
50% (2.5M) |
| ATI |
ATI Inc |
50% (1.5M) |
| ATO |
Atmos Energy Corp |
70% (7M) |
| AU |
Anglogold Ashanti PLC |
50% (1.5M) |
| AVB |
AvalonBay Communities Inc |
50% (2.5M) |
| AVDE |
Avantis International Equity ETF |
50% (1.5M) |
| AVEM |
Avantis Emerging Markets Equity ETF |
50% (2.5M) |
| AVGO |
Broadcom Inc |
80% (21M) |
| AVUV |
Avantis US Small Cap Value ETF |
50% (2.5M) |
| AWK |
American Water Works Co Inc |
70% (7M) |
| AXON |
Axon Enterprise Inc |
70% (7M) |
| AXP |
American Express Co |
30% (0.6M) |
| AXS |
AXIS Capital Holdings Ltd |
30% (0.6M) |
| AZN |
AstraZeneca PLC |
50% (0.3M) |
| AZO |
Autozone Inc |
70% (7M) |
| B |
Barrick Mining Corp |
70% (7M) |
| BA |
Boeing Co |
70% (7M) |
| BABA |
Alibaba Group Holding Ltd |
50% (1.5M) |
| BAC |
Bank of America Corp |
80% (21M) |
| BALL |
Ball Corp |
30% (0.6M) |
| BAM |
Brookfield Asset Management Ltd |
30% (0.6M) |
| BBAX |
JPMorgan BetaBuilders Dev Asia Pacific ex-Japan |
70% (7M) |
| BBCA |
JPMorgan BetaBuilders Canada ETF |
30% (0.6M) |
| BBD |
Banco Bradesco SA |
70% (7M) |
| BBEU |
JPMorgan BetaBuilders Europe ETF |
80% (14M) |
| BBJP |
JPMorgan BetaBuilders Japan ETF |
50% (1.5M) |
| BCE |
BCE Inc |
80% (14M) |
| BCS |
Barclays PLC |
70% (7M) |
| BDX |
Becton Dickinson and Co |
50% (2.5M) |
| BE |
Bloom Energy Corp |
70% (7M) |
| BEKE |
Ke Holdings Inc |
70% (7M) |
| BEN |
Franklin Resources Inc |
30% (0.6M) |
| BG |
Bunge Global SA |
50% (2.5M) |
| BHP |
BHP Group Ltd |
80% (21M) |
| BIDU |
Baidu Inc |
70% (7M) |
| BIIB |
Biogen Inc |
70% (7M) |
| BIL |
SPDR Bloomberg 1-3 Month T-Bill ETF |
50% (2.5M) |
| BIO |
Bio Rad Laboratories Inc |
50% (2.5M) |
| BIV |
Vanguard Intermediate Term Bond ETF |
70% (7M) |
| BKLN |
Invesco Senior Loan ETF |
50% (1.5M) |
| BKNG |
Booking Holdings Inc |
80% (21M) |
| BKR |
Baker Hughes Co |
50% (2.5M) |
| BLK |
BlackRock Inc |
80% (21M) |
| BLV |
Vanguard Long-Term Bond Index Fund |
50% (1.5M) |
| BMO |
Bank of Montreal |
50% (2.5M) |
| BMY |
Bristol-Myers Squibb Co |
80% (14M) |
| BN |
Brookfield Corp |
50% (2.5M) |
| BND |
Vanguard Total Bond Market Index Fund |
80% (14M) |
| BNDX |
Vanguard Total International Bond Index Fund |
50% (2.5M) |
| BNS |
Bank of Nova Scotia |
50% (2.5M) |
| BNTX |
Biontech SE |
50% (2.5M) |
| BNY |
Bank of New York Mellon Corp |
80% (21M) |
| BOKF |
BOK Financial Corp |
70% (7M) |
| BP |
BP PLC |
80% (14M) |
| BPOP |
Popular Inc |
50% (1.5M) |
| BR |
Broadridge Financial Solutions Inc |
50% (2.5M) |
| BRK.A |
Berkshire Hathaway Inc |
80% (21M) |
| BRK.B |
Berkshire Hathaway Inc |
80% (21M) |
| BRO |
Brown & Brown Inc |
50% (2.5M) |
| BSV |
Vanguard Short-Term Bond Index Fund |
70% (7M) |
| BSX |
Boston Scientific Corp |
80% (21M) |
| BTI |
British American Tobacco plc |
80% (21M) |
| BUD |
Anheuser-Busch Inbev SA |
70% (7M) |
| BURL |
Burlington Stores Inc |
70% (7M) |
| BWXT |
BWX Technologies Inc |
50% (2.5M) |
| BX |
Blackstone Inc |
80% (14M) |
| C |
Citigroup Inc |
80% (21M) |
| CAH |
Cardinal Health Inc |
50% (2.5M) |
| CARR |
Carrier Global Corp |
50% (2.5M) |
| CASY |
Caseys General Stores Inc |
50% (2.5M) |
| CAT |
Caterpillar Inc |
80% (21M) |
| CB |
Chubb Ltd |
80% (14M) |
| CBOE |
Cboe Global Markets Inc |
70% (7M) |
| CBRE |
CBRE Group Inc |
50% (2.5M) |
| CBRS |
Cerebras Systems |
70% (7M) |
| CBSH |
Commerce Bancshares Inc |
30% (0.6M) |
| CCEP |
Coca-Cola Europacific Partners PLC |
50% (2.5M) |
| CCI |
Crown Castle Inc |
70% (7M) |
| CCJ |
Cameco Corp |
70% (7M) |
| CCL |
Carnival Corp |
70% (7M) |
| CDNS |
Cadence Design Systems Inc |
80% (21M) |
| CDW |
CDW Corp |
70% (7M) |
| CEG |
Constellation Energy Corp |
70% (7M) |
| CF |
CF Industries Holdings Inc |
30% (0.6M) |
| CFG |
Citizens Financial Group Inc |
70% (7M) |
| CFR |
Cullen/Frost Bankers Inc |
30% (0.6M) |
| CG |
Carlyle Group Inc |
50% (2.5M) |
| CGDV |
Capital Group Dividend Value ETF |
50% (2.5M) |
| CGGR |
Capital Group Growth ETF |
30% (0.6M) |
| CHD |
Church & Dwight Co Inc |
50% (2.5M) |
| CHKP |
Check Point Software Technologies Ltd |
80% (14M) |
| CHRW |
CH Robinson Worldwide Inc |
50% (2.5M) |
| CHTR |
Charter Communications Inc |
50% (2.5M) |
| CI |
Cigna Group |
70% (7M) |
| CIB |
Bancolombia SA |
50% (1.5M) |
| CIBR |
First Trust NASDAQ Cybersecurity ETF |
50% (1.5M) |
| CIEN |
Ciena Corp |
50% (2.5M) |
| CINF |
Cincinnati Financial Corp |
50% (2.5M) |
| CL |
Colgate-Palmolive Co |
50% (2.5M) |
| CLS |
Celestica Inc |
70% (7M) |
| CLX |
Clorox Co |
50% (2.5M) |
| CM |
Canadian Imperial Bank of Commerce |
50% (1.5M) |
| CMC |
Commercial Metals Co |
30% (0.6M) |
| CMCSA |
Comcast Corp |
70% (7M) |
| CME |
CME Group Inc |
80% (21M) |
| CMG |
Chipotle Mexican Grill Inc |
70% (7M) |
| CMI |
Cummins Inc |
70% (7M) |
| CMS |
CMS Energy Corp |
80% (21M) |
| CNC |
Centene Corp |
50% (2.5M) |
| CNP |
CenterPoint Energy Inc |
50% (2.5M) |
| CNQ |
Canadian Natural Resources Ltd |
50% (2.5M) |
| CNX |
CNX Resources Corp |
30% (0.6M) |
| COF |
Capital One Financial Corp |
80% (21M) |
| COHR |
Coherent Corp |
50% (2.5M) |
| COLB |
Columbia Banking System Inc |
30% (0.6M) |
| COO |
Cooper Companies Inc |
50% (1.5M) |
| COP |
ConocoPhillips |
80% (21M) |
| COR |
Cencora Inc |
70% (7M) |
| COST |
Costco Wholesale Corp |
80% (21M) |
| COWZ |
Pacer US Cash Cows 100 ETF |
50% (1.5M) |
| CPAY |
Corpay Inc |
50% (1.5M) |
| CPB |
Campbell's Co |
30% (0.6M) |
| CPNG |
Coupang Inc |
50% (2.5M) |
| CPRT |
Copart Inc |
70% (7M) |
| CRDO |
Credo Technology Group Holding Ltd |
50% (2.5M) |
| CRH |
CRH PLC |
70% (7M) |
| CRM |
Salesforce Inc |
80% (21M) |
| CRS |
Carpenter Technology Corp |
50% (2.5M) |
| CRWD |
CrowdStrike Holdings Inc |
80% (21M) |
| CRWV |
CoreWeave Inc |
70% (7M) |
| CSCO |
Cisco Systems Inc |
80% (21M) |
| CSGP |
CoStar Group Inc |
70% (7M) |
| CSX |
CSX Corp |
70% (7M) |
| CTAS |
Cintas Corp |
70% (7M) |
| CTSH |
Cognizant Technology Solutions Corp |
70% (7M) |
| CTVA |
Corteva Inc |
50% (2.5M) |
| CVE |
Cenovus Energy Inc |
30% (0.6M) |
| CVNA |
Carvana Co |
70% (7M) |
| CVS |
CVS Health Corp |
80% (14M) |
| CVX |
Chevron Corp |
80% (21M) |
| CW |
Curtiss-Wright Corp |
50% (1.5M) |
| CX |
Cemex SAB de CV |
70% (7M) |
| D |
Dominion Energy Inc |
70% (7M) |
| DAL |
Delta Air Lines Inc |
50% (2.5M) |
| DASH |
DoorDash Inc |
80% (21M) |
| DB |
Deutsche Bank AG |
50% (1.5M) |
| DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF |
30% (0.6M) |
| DD |
Dupont De Nemours Inc |
50% (2.5M) |
| DDOG |
Datadog Inc |
70% (7M) |
| DE |
Deere & Co |
80% (14M) |
| DELL |
Dell Technologies Inc |
50% (2.5M) |
| DEO |
Diageo PLC |
70% (7M) |
| DG |
Dollar General Corp |
70% (7M) |
| DGRO |
iShares Core Dividend Growth ETF |
70% (7M) |
| DGRW |
WisdomTree US Quality Dividend Growth Fund |
50% (1.5M) |
| DGX |
Quest Diagnostics Inc |
50% (2.5M) |
| DHI |
DR Horton Inc |
70% (7M) |
| DHR |
Danaher Corp |
80% (21M) |
| DIA |
SPDR Dow Jones Industrial Average ETF Trust |
70% (7M) |
| DINO |
HF Sinclair Corp |
30% (0.6M) |
| DIS |
Walt Disney Co |
80% (21M) |
| DKNG |
Draftkings Inc |
50% (2.5M) |
| DKS |
DICK'S Sporting Goods Inc |
30% (0.6M) |
| DLR |
Digital Realty Trust Inc |
50% (2.5M) |
| DLTR |
Dollar Tree Inc |
50% (2.5M) |
| DOV |
Dover Corp |
50% (2.5M) |
| DOW |
Dow Inc |
70% (7M) |
| DPZ |
Domino's Pizza Inc |
50% (1.5M) |
| DRI |
Darden Restaurants Inc |
50% (2.5M) |
| DTE |
DTE Energy Co |
50% (2.5M) |
| DUK |
Duke Energy Corp |
80% (21M) |
| DVN |
Devon Energy Corp |
70% (7M) |
| DVY |
iShares Select Dividend ETF |
50% (2.5M) |
| DXCM |
Dexcom Inc |
70% (7M) |
| DXJ |
WisdomTree Japan Hedged Equity Fund |
50% (1.5M) |
| E |
0.3 |
USD 0.6M |
| EA |
Electronic Arts Inc |
70% (7M) |
| EBAY |
eBay Inc |
80% (14M) |
| EC |
Ecopetrol SA |
30% (0.6M) |
| ECHO |
EchoStar Corp |
50% (2.5M) |
| ECL |
Ecolab Inc |
70% (7M) |
| ED |
Consolidated Edison Inc |
50% (1.5M) |
| EEM |
iShares MSCI Emerging Markets ETF |
50% (2.5M) |
| EFA |
iShares MSCI EAFE ETF |
80% (14M) |
| EFAV |
iShares MSCI EAFE Min Vol Factor ETF |
50% (1.5M) |
| EFG |
Ishares MSCI EAFE Growth Index Fund |
30% (0.6M) |
| EFV |
Ishares Msci Value Index Fund |
70% (7M) |
| EFX |
Equifax Inc |
50% (2.5M) |
| EG |
Everest Group Ltd |
50% (1.5M) |
| EIX |
Edison International |
50% (2.5M) |
| EL |
Estee Lauder Companies Inc |
50% (2.5M) |
| ELV |
Elevance Health Inc |
70% (7M) |
| EMB |
iShares JPMorgan USD Emerging Markets Bond ETF |
50% (1.5M) |
| EME |
EMCOR Group Inc |
50% (2.5M) |
| EMN |
Eastman Chemical Co |
50% (1.5M) |
| EMR |
Emerson Electric Co |
70% (7M) |
| EMXC |
iShares MSCI Emerging Markets ex China ETF |
70% (7M) |
| ENB |
Enbridge Inc |
50% (2.5M) |
| ENTG |
Entegris Inc |
50% (2.5M) |
| EOG |
EOG Resources Inc |
70% (7M) |
| EQIX |
Equinix Inc |
80% (21M) |
| EQNR |
Equinor ASA |
50% (1.5M) |
| EQR |
Equity Residential |
50% (2.5M) |
| EQT |
EQT Corp |
80% (14M) |
| ERIC |
Telefonaktiebolaget LM Ericsson |
50% (2.5M) |
| ES |
Eversource Energy |
50% (2.5M) |
| ESGD |
iShares ESG Aware MSCI EAFE ETF |
50% (1.5M) |
| ESGE |
iShares ESG Aware MSCI EM ETF |
30% (0.6M) |
| ESGU |
iShares ESG Aware MSCI USA ETF |
50% (2.5M) |
| ESGV |
Vanguard ESG US Stock ETF |
50% (2.5M) |
| ESLT |
Elbit Systems Ltd |
50% (2.5M) |
| ESNT |
Essent Group Ltd |
30% (0.6M) |
| ETN |
Eaton Corporation PLC |
80% (14M) |
| ETR |
Entergy Corp |
50% (2.5M) |
| EVRG |
Evergy Inc |
50% (1.5M) |
| EW |
Edwards Lifesciences Corp |
50% (2.5M) |
| EWBC |
East West Bancorp Inc |
50% (1.5M) |
| EWJ |
iShares MSCI Japan ETF |
70% (7M) |
| EWT |
Ishares MSCI Taiwan Index Fund |
30% (0.6M) |
| EWY |
iShares MSCI South Korea ETF |
30% (0.6M) |
| EWZ |
iShares MSCI Brazil ETF |
50% (1.5M) |
| EXC |
Exelon Corp |
70% (7M) |
| EXE |
Expand Energy Corp |
70% (7M) |
| EXPD |
Expeditors International of Washington Inc |
70% (7M) |
| EXPE |
Expedia Group Inc |
50% (2.5M) |
| EXR |
Extra Space Storage Inc |
50% (2.5M) |
| EZU |
iShares MSCI Eurozone ETF |
50% (1.5M) |
| F |
Ford Motor Co |
50% (2.5M) |
| FAF |
First American Financial Corp |
30% (0.6M) |
| FANG |
Diamondback Energy Inc |
50% (2.5M) |
| FAST |
Fastenal Co |
80% (21M) |
| FCNCA |
First Citizens BancShares Inc (Delaware) |
50% (1.5M) |
| FCX |
Freeport-McMoRan Inc |
80% (14M) |
| FDN |
First Trust Dow Jones Internet Index Fund |
30% (0.6M) |
| FDS |
Factset Research Systems Inc |
30% (0.6M) |
| FDX |
FedEx Corp |
80% (14M) |
| FE |
FirstEnergy Corp |
50% (2.5M) |
| FERG |
Ferguson Enterprises Inc |
50% (2.5M) |
| FEZ |
SPDR Index Shares Funds - SPDR Euro STOXX 50 ETF |
50% (1.5M) |
| FFIV |
F5 Inc |
50% (2.5M) |
| FHN |
First Horizon Corp |
30% (0.6M) |
| FICO |
Fair Isaac Corp |
50% (2.5M) |
| FIG |
Figma Inc |
30% (0.6M) |
| FIS |
Fidelity National Information Services Inc |
50% (2.5M) |
| FISV |
Fiserv Inc |
50% (2.5M) |
| FITB |
Fifth Third Bancorp |
70% (7M) |
| FIX |
Comfort Systems USA Inc |
70% (7M) |
| FLEX |
Flex Ltd |
70% (7M) |
| FLOT |
iShares Floating Rate Bond ETF |
30% (0.6M) |
| FLUT |
Flutter Entertainment PLC |
70% (7M) |
| FMS |
Fresenius Medical Care AG |
50% (1.5M) |
| FN |
Fabrinet |
50% (2.5M) |
| FNB |
FNB Corp |
70% (7M) |
| FNDA |
Schwab Fundamental US Small Company Index ETF |
50% (2.5M) |
| FNDE |
Schwab Fundamental EM Large Company Index ETF |
50% (1.5M) |
| FNDF |
Schwab Fundamental Intl Large Company Index ETF |
50% (1.5M) |
| FNDX |
Schwab Fundamental US Large Company Index ETF |
50% (2.5M) |
| FOX |
Fox Corp |
70% (7M) |
| FOXA |
Fox Corp |
70% (7M) |
| FRO |
Frontline Plc |
70% (7M) |
| FSLR |
First Solar Inc |
50% (1.5M) |
| FTCS |
First Trust Capital Strength ETF |
50% (1.5M) |
| FTEC |
Fidelity MSCI Information Technology Index ETF |
50% (1.5M) |
| FTI |
TechnipFMC PLC |
30% (0.6M) |
| FTNT |
Fortinet Inc |
50% (2.5M) |
| FTSM |
First Trust Enhanced Short Maturity ETF |
30% (0.6M) |
| FTV |
Fortive Corp |
50% (1.5M) |
| FUTU |
Futu Holdings Ltd |
30% (0.6M) |
| FVD |
First Trust Value Line Dividend Index Fund |
50% (1.5M) |
| FWONK |
Liberty Media Corp |
50% (2.5M) |
| FXI |
Ishares China Large-Cap Etf |
30% (0.6M) |
| GAP |
Gap Inc |
30% (0.6M) |
| GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF |
50% (2.5M) |
| GD |
General Dynamics Corp |
80% (14M) |
| GDDY |
GoDaddy Inc |
50% (1.5M) |
| GDX |
VanEck Gold Miners ETF |
50% (2.5M) |
| GDXJ |
VanEck Junior Gold Miners ETF |
30% (0.6M) |
| GE |
General Electric Co |
80% (21M) |
| GEHC |
GE Healthcare Technologies Inc |
70% (7M) |
| GEN |
Gen Digital Inc |
50% (2.5M) |
| GEV |
GE Vernova Inc |
80% (21M) |
| GFI |
Gold Fields Ltd |
70% (7M) |
| GFS |
GlobalFoundries Inc |
70% (7M) |
| GGAL |
Grupo Financiero Galicia SA |
30% (0.6M) |
| GILD |
Gilead Sciences Inc |
80% (21M) |
| GIS |
General Mills Inc |
50% (2.5M) |
| GL |
Globe Life Inc |
30% (0.6M) |
| GLD |
SPDR Gold Shares |
80% (21M) |
| GLDM |
SPDR Gold MiniShares Trust |
70% (7M) |
| GLW |
Corning Inc |
70% (7M) |
| GM |
General Motors Co |
70% (7M) |
| GMAB |
Genmab A/S |
50% (1.5M) |
| GOOG |
Alphabet Inc |
30% (0.6M) |
| GOOGL |
Alphabet Inc |
30% (0.6M) |
| GOVT |
iShares US Treasury Bond ETF |
50% (2.5M) |
| GPN |
Global Payments Inc |
50% (2.5M) |
| GRAB |
Grab Holdings Ltd |
50% (2.5M) |
| GRMN |
Garmin Ltd |
50% (1.5M) |
| GS |
Goldman Sachs Group Inc |
80% (21M) |
| GSK |
GSK plc |
70% (7M) |
| GSLC |
Goldman Sachs ActiveBeta US Large Cap Equity ETF |
50% (1.5M) |
| GUNR |
FlexShs Morningstar Glbl Upsteam Ntrl Res Idx Fd |
50% (1.5M) |
| GWW |
WW Grainger Inc |
50% (1.5M) |
| HAL |
Halliburton Co |
70% (7M) |
| HBAN |
Huntington Bancshares Inc |
70% (7M) |
| HCA |
HCA Healthcare Inc |
70% (7M) |
| HD |
Home Depot Inc |
80% (21M) |
| HDB |
HDFC Bank Ltd |
80% (14M) |
| HDV |
iShares Core High Dividend ETF |
30% (0.6M) |
| HEFA |
iShares Currency Hedged MSCI EAFE ETF |
30% (0.6M) |
| HEI |
HEICO Corp |
50% (2.5M) |
| HEI.A |
HEICO Corp |
50% (1.5M) |
| HIG |
Hartford Insurance Group Inc |
70% (7M) |
| HII |
Huntington Ingalls Industries Inc |
70% (7M) |
| HLN |
Haleon PLC |
70% (7M) |
| HLT |
Hilton Worldwide Holdings Inc |
50% (1.5M) |
| HMC |
Honda Motor Co Ltd |
50% (1.5M) |
| HON |
Honeywell International Inc |
80% (21M) |
| HOOD |
Robinhood Markets Inc |
80% (21M) |
| HPE |
Hewlett Packard Enterprise Co |
70% (7M) |
| HPQ |
HP Inc |
50% (2.5M) |
| HSBC |
HSBC Holdings PLC |
80% (21M) |
| HST |
Host Hotels & Resorts Inc |
50% (1.5M) |
| HSY |
Hershey Co |
50% (2.5M) |
| HTHT |
H World Group Ltd |
50% (2.5M) |
| HUBB |
Hubbell Inc |
50% (2.5M) |
| HUBS |
HubSpot Inc |
50% (2.5M) |
| HUM |
Humana Inc |
50% (1.5M) |
| HWC |
Hancock Whitney Corp |
50% (1.5M) |
| HWM |
Howmet Aerospace Inc |
80% (21M) |
| HYG |
iShares iBoxx $ High Yield Corporate Bond Fund |
30% (0.6M) |
| IAGG |
iShares Core International Aggregate Bond ETF |
50% (1.5M) |
| IAU |
Ishares Gold Trust |
70% (7M) |
| IAUM |
iShares Gold Trust Micro |
50% (1.5M) |
| IBB |
iShares Biotechnology ETF |
50% (1.5M) |
| IBKR |
Interactive Brokers Group Inc |
80% (21M) |
| IBM |
International Business Machines Corp |
80% (21M) |
| IBN |
ICICI Bank Ltd |
80% (21M) |
| ICE |
Intercontinental Exchange Inc |
80% (14M) |
| ICLR |
ICON PLC |
50% (2.5M) |
| IDEV |
iShares Core MSCI International Developed Mkt ETF |
50% (2.5M) |
| IDV |
iShares International Select Dividend ETF |
50% (2.5M) |
| IDXX |
IDEXX Laboratories Inc |
70% (7M) |
| IEF |
iShares Barclays 7-10 Year Treasury Bond Fund |
70% (7M) |
| IEFA |
iShares Core MSCI EAFE ETF |
80% (21M) |
| IEI |
iShares Barclays 3-7 Year Treasury Bond Fund |
50% (2.5M) |
| IEMG |
iShares Core MSCI Emerging Markets ETF |
80% (21M) |
| IEUR |
iShares Core MSCI Europe ETF |
50% (1.5M) |
| IFF |
International Flavors & Fragrances Inc |
70% (7M) |
| IGIB |
iShares 5-10 Yr Investment Grade Corporate Bd ETF |
50% (2.5M) |
| IGM |
iShares Expanded Tech Sector ETF |
30% (0.6M) |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bd ETF |
50% (2.5M) |
| IGV |
iShares Expanded Tech-Software Sector ETF |
30% (0.6M) |
| IJH |
iShares Core S&P Mid-Cap ETF |
70% (7M) |
| IJJ |
Ishares Trust S & P Mid Capital* |
30% (0.6M) |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF |
30% (0.6M) |
| IJR |
iShares Core S&P Small-Cap ETF |
70% (7M) |
| IJS |
iShares S&P SmallCap 600 Value Index Fund |
30% (0.6M) |
| ILMN |
Illumina Inc |
30% (0.6M) |
| INCY |
Incyte Corp |
50% (2.5M) |
| INDA |
iShares MSCI India ETF |
50% (1.5M) |
| INFY |
Infosys Ltd |
50% (2.5M) |
| ING |
ING Groep NV |
70% (7M) |
| INGR |
Ingredion Inc |
30% (0.6M) |
| INTC |
Intel Corp |
80% (14M) |
| INTU |
Intuit Inc |
80% (21M) |
| INVH |
Invitation Homes Inc |
30% (0.6M) |
| IONQ |
IONQ Inc |
50% (1.5M) |
| IOO |
Ishares Trust S & P Global 100 |
70% (7M) |
| IOT |
Samsara Inc |
70% (7M) |
| IP |
International Paper Co |
50% (2.5M) |
| IQLT |
iShares MSCI Intl Quality Factor ETF |
50% (1.5M) |
| IQV |
IQVIA Holdings Inc |
50% (2.5M) |
| IR |
Ingersoll Rand Inc |
50% (2.5M) |
| IRM |
Iron Mountain Inc |
50% (2.5M) |
| ISRG |
Intuitive Surgical Inc |
80% (21M) |
| IT |
Gartner Inc |
50% (1.5M) |
| ITA |
iShares Dow Jones US Aerospace and Defense Index Fund |
50% (1.5M) |
| ITOT |
Ishares Trust S & P 1500 |
80% (21M) |
| ITT |
ITT Inc |
50% (1.5M) |
| ITUB |
Itau Unibanco Holding SA |
30% (0.6M) |
| ITW |
Illinois Tool Works Inc |
70% (7M) |
| IUSB |
iShares Core Total USD Bond Market ETF |
70% (7M) |
| IUSG |
iShares Core S&P US Growth ETF |
70% (7M) |
| IUSV |
iShares Core S&P US Value ETF |
50% (1.5M) |
| IVE |
iShares S&P 500 Value ETF |
50% (2.5M) |
| IVV |
iShares Core S&P 500 ETF |
80% (21M) |
| IVW |
Ishares Trust S & P500/Bar |
50% (1.5M) |
| IWB |
iShares Russell 1000 Index Fund |
50% (2.5M) |
| IWD |
Ishares Trust Russell |
70% (7M) |
| IWF |
Ishares Trust Russell 1000 |
80% (21M) |
| IWM |
iShares Russell 2000 ETF |
70% (7M) |
| IWN |
iShares Russell 2000 Value ETF |
50% (1.5M) |
| IWO |
iShares Russell 2000 Growth ETF |
50% (1.5M) |
| IWP |
iShares Russell Mid-Cap Growth ETF |
50% (2.5M) |
| IWR |
Ishares Russell Mid Cap* |
50% (2.5M) |
| IWS |
iShares Russell Mid-Cap Value ETF |
30% (0.6M) |
| IWV |
iShares Russell 3000 Index Fund |
70% (7M) |
| IWY |
Ishares Russell Top 200 Growth Index Fund |
50% (2.5M) |
| IXN |
iShares S&P Global Technology Sector Index Fund |
50% (1.5M) |
| IXUS |
iShares Core MSCI Total International Stock ETF |
70% (7M) |
| IYW |
Ishares Trust Dj Us Technology |
50% (2.5M) |
| JAAA |
Janus Henderson AAA CLO ETF |
80% (14M) |
| JBHT |
J B Hunt Transport Services Inc |
50% (1.5M) |
| JBL |
Jabil Inc |
70% (7M) |
| JCI |
Johnson Controls International PLC |
80% (14M) |
| JD |
JD.Com Inc |
70% (7M) |
| JEF |
Jefferies Financial Group Inc |
50% (1.5M) |
| JEPI |
JPMorgan Equity Premium Income ETF |
70% (7M) |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF |
70% (7M) |
| JHG |
Janus Henderson Group PLC |
30% (0.6M) |
| JLL |
Jones Lang LaSalle Inc |
50% (1.5M) |
| JNJ |
Johnson & Johnson |
80% (21M) |
| JNK |
SPDR Bloomberg High Yield Bond ETF |
50% (1.5M) |
| JPM |
JPMorgan Chase & Co |
80% (21M) |
| JPST |
JPMorgan Ultra-Short Income ETF |
50% (2.5M) |
| KBWB |
Invesco KBW Bank ETF |
30% (0.6M) |
| KDP |
Keurig Dr Pepper Inc |
70% (7M) |
| KEY |
KeyCorp |
50% (1.5M) |
| KEYS |
Keysight Technologies Inc |
50% (2.5M) |
| KGC |
Kinross Gold Corp |
70% (7M) |
| KHC |
Kraft Heinz Co |
70% (7M) |
| KIM |
Kimco Realty Corp |
50% (2.5M) |
| KKR |
KKR & Co Inc |
80% (21M) |
| KLAC |
KLA Corp |
80% (21M) |
| KMB |
Kimberly-Clark Corp |
70% (7M) |
| KMI |
Kinder Morgan Inc |
80% (21M) |
| KMX |
Carmax Inc |
30% (0.6M) |
| KO |
Coca-Cola Co |
80% (21M) |
| KR |
Kroger Co |
70% (7M) |
| KT |
KT Corp |
50% (2.5M) |
| KTOS |
Kratos Defense and Security Solutions Inc |
30% (0.6M) |
| KVUE |
Kenvue Inc |
50% (2.5M) |
| KWEB |
KraneShares CSI China Internet ETF |
50% (2.5M) |
| L |
Loews Corp |
50% (2.5M) |
| LAD |
Lithia Motors Inc |
80% (14M) |
| LDOS |
Leidos Holdings Inc |
50% (1.5M) |
| LEA |
Lear Corp |
50% (2.5M) |
| LEN |
Lennar Corp |
70% (7M) |
| LH |
Labcorp Holdings Inc |
50% (2.5M) |
| LHX |
L3Harris Technologies Inc |
70% (7M) |
| LI |
Li Auto Inc |
70% (7M) |
| LII |
Lennox International Inc |
50% (2.5M) |
| LIN |
Linde PLC |
80% (21M) |
| LITE |
Lumentum Holdings Inc |
80% (14M) |
| LKQ |
LKQ Corp |
70% (7M) |
| LLY |
Eli Lilly and Co |
80% (21M) |
| LMT |
Lockheed Martin Corp |
80% (21M) |
| LNC |
Lincoln National Corp |
50% (2.5M) |
| LNG |
Cheniere Energy Inc |
70% (7M) |
| LNT |
Alliant Energy Corp |
70% (7M) |
| LOGI |
Logitech International SA |
80% (21M) |
| LOW |
Lowe's Companies Inc |
80% (21M) |
| LPLA |
LPL Financial Holdings Inc |
80% (14M) |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF |
70% (7M) |
| LRCX |
Lam Research Corp |
80% (21M) |
| LTH |
Life Time Group Holdings Inc |
70% (7M) |
| LTM |
LATAM Airlines Group SA |
50% (2.5M) |
| LULU |
Lululemon Athletica Inc |
50% (2.5M) |
| LUV |
Southwest Airlines Co |
70% (7M) |
| LVMUY |
LVMH MOET HENNESSY-UNSP ADR |
70% (7M) |
| LVS |
Las Vegas Sands Corp |
70% (7M) |
| LYB |
LyondellBasell Industries NV |
50% (2.5M) |
| LYFT |
Lyft Inc |
70% (7M) |
| LYG |
Lloyds Banking Group PLC |
50% (2.5M) |
| LYV |
Live Nation Entertainment Inc |
70% (7M) |
| MA |
Mastercard Inc |
80% (21M) |
| MAR |
Marriott International Inc |
70% (7M) |
| MAS |
Masco Corp |
50% (2.5M) |
| MBB |
iShares MBS ETF |
70% (7M) |
| MCD |
McDonald's Corp |
80% (21M) |
| MCHI |
iShares MSCI China ETF |
50% (1.5M) |
| MCHP |
Microchip Technology Inc |
50% (2.5M) |
| MCK |
McKesson Corp |
50% (2.5M) |
| MCO |
Moody's Corp |
50% (2.5M) |
| MDB |
MongoDB Inc |
50% (2.5M) |
| MDLZ |
Mondelez International Inc |
50% (2.5M) |
| MDT |
Medtronic PLC |
80% (21M) |
| MDY |
SPDR S&P Midcap 400 ETF |
50% (2.5M) |
| MELI |
MercadoLibre Inc |
80% (21M) |
| MET |
MetLife Inc |
80% (14M) |
| META |
Meta Platforms Inc |
80% (21M) |
| MFC |
Manulife Financial Corp |
70% (7M) |
| MFG |
Mizuho Financial Group Inc |
70% (7M) |
| MGA |
Magna International Inc |
50% (1.5M) |
| MGC |
Vanguard Mega Cap Index Fund |
50% (1.5M) |
| MGK |
Vanguard Mega Cap Growth Index Fund |
50% (2.5M) |
| MGV |
Vanguard Mega Cap 300 Value Index Fund |
50% (1.5M) |
| MHK |
Mohawk Industries Inc |
50% (1.5M) |
| MINT |
PIMCO Enhanced Short Maturity Active Exch Tr |
50% (2.5M) |
| MKC |
McCormick & Company Inc |
80% (21M) |
| MKL |
Markel Group Inc |
50% (1.5M) |
| MKSI |
MKS Inc |
50% (1.5M) |
| MLM |
Martin Marietta Materials Inc |
50% (2.5M) |
| MMM |
3M Co |
80% (14M) |
| MNST |
Monster Beverage Corp |
70% (7M) |
| MO |
Altria Group Inc |
70% (7M) |
| MOAT |
VanEck Morningstar Wide Moat ETF |
50% (2.5M) |
| MOH |
Molina Healthcare Inc |
70% (7M) |
| MOS |
Mosaic Co |
50% (1.5M) |
| MPC |
Marathon Petroleum Corp |
70% (7M) |
| MPWR |
Monolithic Power Systems Inc |
70% (7M) |
| MRK |
Merck & Co Inc |
80% (21M) |
| MRNA |
Moderna Inc |
70% (7M) |
| MRSH |
Marsh & McLennan Companies Inc |
70% (7M) |
| MRVL |
Marvell Technology Inc |
70% (7M) |
| MS |
Morgan Stanley |
80% (21M) |
| MSCI |
MSCI Inc |
50% (2.5M) |
| MSFT |
Microsoft Corp |
80% (21M) |
| MSI |
Motorola Solutions Inc |
70% (7M) |
| MSTR |
Microstrategy Inc |
50% (1.5M) |
| MT |
ArcelorMittal SA |
70% (7M) |
| MTB |
M&T Bank Corp |
50% (2.5M) |
| MTD |
Mettler-Toledo International Inc |
50% (2.5M) |
| MTDR |
Matador Resources Co |
70% (7M) |
| MTG |
MGIC Investment Corp |
70% (7M) |
| MTSI |
MACOM Technology Solutions Holdings Inc |
50% (2.5M) |
| MTUM |
iShares MSCI USA Momentum Factor ETF |
50% (2.5M) |
| MTZ |
MasTec Inc |
50% (2.5M) |
| MU |
Micron Technology Inc |
80% (21M) |
| MUB |
iShares National Muni Bond ETF |
70% (7M) |
| MUFG |
Mitsubishi UFJ Financial Group Inc |
70% (7M) |
| NBIS |
Nebius Group NV |
50% (2.5M) |
| NCLH |
Norwegian Cruise Line Holdings Ltd |
50% (1.5M) |
| NDAQ |
Nasdaq Inc |
70% (7M) |
| NDSN |
Nordson Corp |
50% (1.5M) |
| NEE |
Nextera Energy Inc |
80% (21M) |
| NEM |
Newmont Corporation |
80% (21M) |
| NET |
Cloudflare Inc |
70% (7M) |
| NFLX |
Netflix Inc |
80% (21M) |
| NGG |
National Grid PLC |
50% (1.5M) |
| NI |
NiSource Inc |
50% (2.5M) |
| NICE |
Nice Ltd |
70% (7M) |
| NIO |
NIO Inc |
50% (1.5M) |
| NKE |
Nike Inc |
80% (21M) |
| NLY |
Annaly Capital Management Inc |
80% (14M) |
| NOBL |
ProShares S&P 500 Dividend Aristocrats ETF |
50% (1.5M) |
| NOC |
Northrop Grumman Corp |
80% (14M) |
| NOK |
Nokia Oyj |
70% (7M) |
| NOW |
ServiceNow Inc |
80% (21M) |
| NRG |
NRG Energy Inc |
50% (1.5M) |
| NSC |
Norfolk Southern Corp |
80% (14M) |
| NSRGY |
NESTLE SA-SPONS ADR FOR REG |
70% (7M) |
| NTAP |
NetApp Inc |
70% (7M) |
| NTES |
NetEase Inc |
70% (7M) |
| NTR |
Nutrien Ltd |
50% (1.5M) |
| NTRA |
Natera Inc |
50% (2.5M) |
| NTRS |
Northern Trust Corp |
70% (7M) |
| NU |
Nu Holdings Ltd |
80% (14M) |
| NUE |
Nucor Corp |
50% (2.5M) |
| NVDA |
NVIDIA Corp |
80% (21M) |
| NVO |
Novo Nordisk A/S |
80% (14M) |
| NVR |
NVR Inc |
70% (7M) |
| NVS |
Novartis AG |
80% (21M) |
| NVT |
nVent Electric PLC |
50% (2.5M) |
| NWG |
NatWest Group PLC |
50% (2.5M) |
| NWS |
News Corp |
50% (1.5M) |
| NWSA |
News Corp |
50% (2.5M) |
| NXPI |
NXP Semiconductors NV |
70% (7M) |
| NXT |
Nextracker Inc |
50% (1.5M) |
| O |
Realty Income Corp |
70% (7M) |
| ODFL |
Old Dominion Freight Line Inc |
70% (7M) |
| OEF |
iShares S&P 100 Index Fund |
70% (7M) |
| OKE |
ONEOK Inc |
70% (7M) |
| OKTA |
Okta Inc |
50% (2.5M) |
| OMC |
Omnicom Group Inc |
50% (1.5M) |
| OMF |
OneMain Holdings Inc |
50% (2.5M) |
| ON |
ON Semiconductor Corp |
70% (7M) |
| ONB |
Old National Bancorp |
50% (1.5M) |
| ONC |
Beigene Ltd |
70% (7M) |
| ONEQ |
Fidelity Nasdaq Composite Index ETF |
30% (0.6M) |
| ORCL |
Oracle Corp |
80% (21M) |
| ORI |
Old Republic International Corp |
70% (7M) |
| ORLY |
O'Reilly Automotive Inc |
70% (7M) |
| OTEX |
Open Text Corp |
70% (7M) |
| OTIS |
Otis Worldwide Corp |
70% (7M) |
| OVV |
Ovintiv Inc |
30% (0.6M) |
| OXY |
Occidental Petroleum Corp |
70% (7M) |
| P |
Everpure Inc |
70% (7M) |
| PAAS |
Pan American Silver Corp |
50% (2.5M) |
| PANW |
Palo Alto Networks Inc |
80% (21M) |
| PAVE |
Global X US Infrastructure Development ETF |
50% (1.5M) |
| PAYX |
Paychex Inc |
70% (7M) |
| PB |
Prosperity Bancshares Inc |
50% (2.5M) |
| PBR |
Petroleo Brasileiro SA Petrobras |
70% (7M) |
| PBR.A |
Petroleo Brasileiro SA Petrobras |
70% (7M) |
| PCAR |
Paccar Inc |
70% (7M) |
| PCG |
PG&E Corp |
70% (7M) |
| PDD |
PDD Holdings Inc |
80% (21M) |
| PEG |
Public Service Enterprise Group Inc |
50% (1.5M) |
| PEP |
PepsiCo Inc |
80% (21M) |
| PFE |
Pfizer Inc |
80% (21M) |
| PFF |
iShares Preferred and Income Securities ETF |
50% (1.5M) |
| PFG |
Principal Financial Group Inc |
70% (7M) |
| PG |
Procter & Gamble Co |
80% (14M) |
| PGR |
Progressive Corp |
80% (21M) |
| PH |
Parker-Hannifin Corp |
80% (21M) |
| PHM |
Pultegroup Inc |
50% (2.5M) |
| PINS |
Pinterest Inc |
50% (2.5M) |
| PKG |
Packaging Corp of America |
50% (2.5M) |
| PLD |
Prologis Inc |
70% (7M) |
| PLTR |
Palantir Technologies Inc |
70% (7M) |
| PM |
Philip Morris International Inc |
70% (7M) |
| PNC |
PNC Financial Services Group Inc |
80% (21M) |
| PNFP |
Pinnacle Financial Partners Inc |
50% (1.5M) |
| PODD |
Insulet Corp |
70% (7M) |
| POOL |
Pool Corp |
70% (7M) |
| POR |
Portland General Electric Co |
50% (2.5M) |
| PPG |
PPG Industries Inc |
70% (7M) |
| PPL |
PPL Corp |
50% (2.5M) |
| PR |
Permian Resources Corp |
70% (7M) |
| PRU |
Prudential Financial Inc |
50% (2.5M) |
| PSA |
Public Storage |
50% (2.5M) |
| PSLV |
Sprott Physical Silver Trust |
70% (7M) |
| PSX |
Phillips 66 |
70% (7M) |
| PTC |
PTC Inc |
50% (2.5M) |
| PUK |
Prudential PLC |
30% (0.6M) |
| PULS |
PGIM Ultra Short Bond ETF |
50% (1.5M) |
| PWR |
Quanta Services Inc |
80% (14M) |
| PYPL |
PayPal Holdings Inc |
70% (7M) |
| QCOM |
Qualcomm Inc |
80% (21M) |
| QGEN |
Qiagen NV |
50% (1.5M) |
| QQQ |
Invesco QQQ Trust Series 1 |
80% (21M) |
| QQQM |
Invesco NASDAQ 100 ETF |
70% (7M) |
| QRVO |
Qorvo Inc |
70% (7M) |
| QSR |
Restaurant Brands International Inc |
70% (7M) |
| QUAL |
iShares MSCI USA Quality Factor ETF |
70% (7M) |
| QYLD |
Global X NASDAQ 100 Covered Call ETF |
30% (0.6M) |
| RACE |
Ferrari NV |
50% (1.5M) |
| RBLX |
Roblox Corp |
70% (7M) |
| RCL |
Royal Caribbean Cruises Ltd |
80% (21M) |
| RDDT |
Reddit Inc |
50% (2.5M) |
| RDVY |
First Trust Rising Dividend Achievers ETF |
50% (2.5M) |
| REGN |
Regeneron Pharmaceuticals Inc |
70% (7M) |
| RF |
Regions Financial Corp |
50% (2.5M) |
| RGA |
Reinsurance Group of America Inc |
50% (2.5M) |
| RGLD |
Royal Gold Inc |
70% (7M) |
| RHHBY |
ROCHE HLD LTD-SPONS ADR |
50% (2.5M) |
| RIO |
Rio Tinto PLC |
80% (21M) |
| RITM |
Rithm Capital Corp |
50% (2.5M) |
| RIVN |
Rivian Automotive Inc |
50% (1.5M) |
| RJF |
Raymond James Financial Inc |
50% (2.5M) |
| RKLB |
Rocket Lab USA Inc |
80% (14M) |
| RKT |
Rocket Companies Inc |
50% (2.5M) |
| RL |
Ralph Lauren Corp |
50% (2.5M) |
| RMD |
Resmed Inc |
70% (7M) |
| RNR |
Renaissancere Holdings Ltd |
50% (2.5M) |
| ROIV |
Roivant Sciences Ltd |
30% (0.6M) |
| ROK |
Rockwell Automation Inc |
50% (2.5M) |
| ROL |
Rollins Inc |
70% (7M) |
| ROP |
Roper Technologies Inc |
70% (7M) |
| ROST |
Ross Stores Inc |
70% (7M) |
| RPRX |
Royalty Pharma PLC |
50% (2.5M) |
| RRC |
Range Resources Corp |
50% (1.5M) |
| RSG |
Republic Services Inc |
70% (7M) |
| RSP |
Invesco S&P 500 Eql Wght ETF |
80% (14M) |
| RTO |
Rentokil Initial PLC |
30% (0.6M) |
| RTX |
RTX Corp |
80% (21M) |
| RVMD |
Revolution Medicines Inc |
50% (2.5M) |
| RY |
Royal Bank of Canada |
50% (1.5M) |
| RYAAY |
Ryanair Holdings PLC |
70% (7M) |
| S1 |
0.7 |
USD 21M |
| SA |
0.8 |
USD 21M |
| SAN |
Banco Santander SA |
50% (1.5M) |
| SAP |
SAP SE |
80% (21M) |
| SATS |
EchoStar Corp |
70% (7M) |
| SBAC |
SBA Communications Corp |
70% (7M) |
| SBUX |
Starbucks Corp |
70% (7M) |
| SCCO |
Southern Copper Corp |
70% (7M) |
| SCHA |
Schwab US Small-Cap ETF |
50% (1.5M) |
| SCHB |
Schwab US Broad Market ETF |
70% (7M) |
| SCHD |
Schwab US Dividend Equity ETF |
70% (7M) |
| SCHE |
Schwab Emerging Markets Equity ETF |
50% (1.5M) |
| SCHF |
Schwab International Equity ETF |
80% (14M) |
| SCHG |
Schwab US Large-Cap Growth ETF |
70% (7M) |
| SCHH |
Schwab US REIT ETF |
50% (2.5M) |
| SCHM |
Schwab US Mid Cap ETF |
50% (2.5M) |
| SCHO |
Schwab Short Term Us Treasury ETF |
50% (2.5M) |
| SCHP |
Schwab Us Tips Etf |
50% (2.5M) |
| SCHR |
Schwab Intermediate-Term US Treasury ETF |
50% (1.5M) |
| SCHV |
Schwab US Large-Cap Value ETF |
50% (2.5M) |
| SCHW |
Charles Schwab Corp |
80% (21M) |
| SCHX |
Schwab US Large-Cap ETF |
70% (7M) |
| SCHZ |
Schwab US Aggregate Bond ETF |
70% (7M) |
| SCZ |
Ishares Msci Eafe Small Cap Index Fund |
50% (1.5M) |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF |
50% (1.5M) |
| SDY |
SPDR S&P Dividend ETF |
50% (1.5M) |
| SE |
Sea Ltd |
70% (7M) |
| SF |
Stifel Financial Corp |
50% (1.5M) |
| SFD |
Smithfield Foods Inc |
50% (2.5M) |
| SFM |
Sprouts Farmers Market Inc |
30% (0.6M) |
| SGOL |
abrdn Physical Gold Shares ETF |
30% (0.6M) |
| SGOV |
iShares 0-3 Month Treasury Bond ETF |
70% (7M) |
| SHEL |
Shell PLC |
50% (2.5M) |
| SHOP |
Shopify Inc |
80% (21M) |
| SHV |
Ishares Barclays Short Treasury Bond Fund |
30% (0.6M) |
| SHW |
Sherwin-Williams Co |
80% (14M) |
| SHY |
iShares 1-3 Year Treasury Bond ETF |
50% (1.5M) |
| SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF |
50% (2.5M) |
| SIRI |
Sirius XM Holdings Inc |
50% (1.5M) |
| SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF |
50% (1.5M) |
| SLB |
Schlumberger NV |
70% (7M) |
| SLV |
iShares Silver Trust |
70% (7M) |
| SMH |
VanEck Semiconductor ETF |
50% (2.5M) |
| SNA |
Snap-On Inc |
30% (0.6M) |
| SNDK |
SanDisk Corp |
80% (21M) |
| SNN |
Smith & Nephew PLC |
30% (0.6M) |
| SNOW |
Snowflake Inc |
70% (7M) |
| SNPS |
Synopsys Inc |
80% (14M) |
| SNX |
TD Synnex Corp |
30% (0.6M) |
| SNY |
Sanofi SA |
70% (7M) |
| SO |
Southern Co |
70% (7M) |
| SOFI |
SoFi Technologies Inc |
70% (7M) |
| SONY |
Sony Group Corp |
80% (21M) |
| SOXX |
iShares Semiconductor ETF |
50% (2.5M) |
| SPAB |
SPDR Portfolio Aggregate Bond ETF |
50% (2.5M) |
| SPCX |
Space Exploration Technologies Corp |
70% (7M) |
| SPDW |
SPDR Portfolio Developed World ex-US ETF |
70% (7M) |
| SPEM |
SPDR Portfolio Emerging Markets ETF |
50% (2.5M) |
| SPG |
Simon Property Group Inc |
70% (7M) |
| SPGI |
S&P Global Inc |
80% (21M) |
| SPHQ |
Invesco S&P 500 Quality ETF |
70% (7M) |
| SPHY |
SPDR Portfolio High Yield Bond ETF |
50% (2.5M) |
| SPIB |
SPDR Portfolio Intermediate Term Corporate Bd ETF |
50% (1.5M) |
| SPLV |
Invesco S&P 500 Low Volatility ETF |
50% (2.5M) |
| SPMB |
SPDR Portfolio Mortgage Backed Bond ETF |
30% (0.6M) |
| SPMD |
SPDR Portfolio S&P 400 Mid Cap ETF |
50% (1.5M) |
| SPMO |
Invesco S&P 500 Momentum ETF |
30% (0.6M) |
| SPOT |
Spotify Technology SA |
80% (21M) |
| SPSB |
SPDR Portfolio Short Term Corporate Bond ETF |
30% (0.6M) |
| SPSM |
SPDR Portfolio S&P 600 Small Cap ETF |
30% (0.6M) |
| SPTI |
SPDR Portfolio Intermediate Term Treasury ETF |
50% (2.5M) |
| SPTL |
SPDR Portfolio Long Term Treasury ETF |
70% (7M) |
| SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF |
30% (0.6M) |
| SPY |
SPDR S&P 500 ETF Trust |
80% (14M) |
| SPYD |
SPDR Portfolio S&P 500 High Dividend ETF |
50% (1.5M) |
| SPYG |
SPDR Portfolio S&P 500 Growth ETF |
70% (7M) |
| SPYM |
SPDR Portfolio S&P 500 ETF |
70% (7M) |
| SPYV |
SPDR Portfolio S&P 500 Value ETF |
70% (7M) |
| SQM |
Sociedad Quimica y Minera de Chile SA |
50% (2.5M) |
| SRE |
Sempra |
70% (7M) |
| SRLN |
SPDR Blackstone Senior Loan ETF |
50% (1.5M) |
| SSB |
SouthState Corp |
80% (21M) |
| SSNC |
SS&C Technologies Holdings Inc |
50% (1.5M) |
| STE |
STERIS plc |
50% (1.5M) |
| STIP |
iShares 0-5 Year TIPS Bond ETF |
30% (0.6M) |
| STLA |
Stellantis NV |
50% (1.5M) |
| STLD |
Steel Dynamics Inc |
70% (7M) |
| STM |
STMicroelectronics NV |
70% (7M) |
| STT |
State Street Corp |
50% (2.5M) |
| STWD |
Starwood Property Trust Inc |
30% (0.6M) |
| STX |
Seagate Technology Holdings PLC |
50% (2.5M) |
| STZ |
Constellation Brands Inc |
50% (2.5M) |
| SU |
Suncor Energy Inc |
50% (1.5M) |
| SUB |
iShares Short-Term National Muni Bond ETF |
50% (1.5M) |
| SUI |
Sun Communities Inc |
50% (2.5M) |
| SW |
Smurfit WestRock PLC |
50% (2.5M) |
| SYF |
Synchrony Financial |
70% (7M) |
| SYK |
Stryker Corp |
80% (21M) |
| SYY |
Sysco Corp |
50% (2.5M) |
| T |
AT&T Inc |
50% (0.3M) |
| TAK |
Takeda Pharmaceutical Co Ltd |
50% (2.5M) |
| TCEHY |
TENCENT HOLDINGS LTD-UNS ADR |
70% (7M) |
| TCOM |
Trip.com Group Ltd |
70% (7M) |
| TD |
Toronto-Dominion Bank |
50% (2.5M) |
| TDG |
TransDigm Group Inc |
50% (1.5M) |
| TDY |
Teledyne Technologies Inc |
50% (2.5M) |
| TEAM |
Atlassian Corp |
70% (7M) |
| TEL |
TE Connectivity PLC |
70% (7M) |
| TER |
Teradyne Inc |
50% (2.5M) |
| TEVA |
Teva Pharmaceutical Industries Ltd |
50% (2.5M) |
| TFC |
Truist Financial Corp |
70% (7M) |
| TFLO |
iShares Treasury Floating Rate Bond ETF |
50% (1.5M) |
| TGT |
Target Corp |
70% (7M) |
| THC |
Tenet Healthcare Corp |
50% (2.5M) |
| THG |
Hanover Insurance Group Inc |
30% (0.6M) |
| TIP |
iShares TIPS Bond ETF |
30% (0.6M) |
| TJX |
TJX Companies Inc |
80% (21M) |
| TKO |
TKO Group Holdings Inc |
50% (1.5M) |
| TLH |
iShares 10-20 Year Treasury Bond ETF |
30% (0.6M) |
| TLN |
Talen Energy Corp |
50% (2.5M) |
| TLT |
iShares 20 Year Treasury Bond ETF |
70% (7M) |
| TM |
Toyota Motor Corp |
80% (21M) |
| TME |
Tencent Music Entertainment Group |
70% (7M) |
| TMHC |
Taylor Morrison Home Corp |
50% (1.5M) |
| TMO |
Thermo Fisher Scientific Inc |
80% (21M) |
| TMUS |
T-Mobile US Inc |
80% (21M) |
| TOL |
Toll Brothers Inc |
50% (2.5M) |
| TOST |
Toast Inc |
50% (2.5M) |
| TPG |
TPG Inc |
50% (2.5M) |
| TPL |
Texas Pacific Land Corp |
50% (1.5M) |
| TPR |
Tapestry Inc |
80% (21M) |
| TRGP |
Targa Resources Corp |
50% (2.5M) |
| TRMB |
Trimble Inc |
50% (1.5M) |
| TROW |
T Rowe Price Group Inc |
50% (2.5M) |
| TRP |
TC Energy Corp |
70% (7M) |
| TRV |
Travelers Companies Inc |
50% (1.5M) |
| TS |
Tenaris SA |
50% (2.5M) |
| TSCO |
Tractor Supply Co |
70% (7M) |
| TSEM |
Tower Semiconductor Ltd |
50% (1.5M) |
| TSLA |
Tesla Inc |
80% (21M) |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd |
80% (21M) |
| TSN |
Tyson Foods Inc |
50% (1.5M) |
| TT |
Trane Technologies PLC |
80% (14M) |
| TTD |
Trade Desk Inc |
70% (7M) |
| TTE |
TotalEnergies SE |
70% (7M) |
| TTWO |
Take-Two Interactive Software Inc |
70% (7M) |
| TW |
Tradeweb Markets Inc |
50% (1.5M) |
| TWLO |
Twilio Inc |
30% (0.6M) |
| TXN |
Texas Instruments Inc |
80% (21M) |
| TXT |
Textron Inc |
50% (2.5M) |
| U |
Unity Software Inc |
50% (2.5M) |
| UAL |
United Airlines Holdings Inc |
50% (2.5M) |
| UBER |
Uber Technologies Inc |
80% (21M) |
| UBS |
UBS Group AG |
80% (21M) |
| UBSI |
United Bankshares Inc |
50% (2.5M) |
| UFPI |
Ufp Industries Inc |
50% (2.5M) |
| UGI |
UGI Corp |
50% (1.5M) |
| UHS |
Universal Health Services Inc |
50% (1.5M) |
| UL |
Unilever PLC |
80% (21M) |
| ULTA |
Ulta Beauty Inc |
50% (1.5M) |
| UMBF |
UMB Financial Corp |
50% (1.5M) |
| UMC |
United Microelectronics Corp |
50% (1.5M) |
| UNH |
UnitedHealth Group Inc |
80% (21M) |
| UNM |
Unum Group |
30% (0.6M) |
| UNP |
Union Pacific Corp |
80% (21M) |
| UPS |
United Parcel Service Inc |
70% (7M) |
| URI |
United Rentals Inc |
50% (2.5M) |
| URTH |
iShares MSCI World ETF |
30% (0.6M) |
| USA |
ECHO |
EchoStar Corp |
| USB |
US Bancorp |
80% (14M) |
| USFD |
US Foods Holding Corp |
50% (1.5M) |
| USFR |
WisdomTree Floating Rate Treasury Fund |
30% (0.6M) |
| USHY |
iShares Broad USD High Yield Corporate Bond ETF |
70% (7M) |
| USIG |
iShares Broad USD Investment Grade Corporate Bond |
50% (2.5M) |
| USMV |
iShares MSCI USA Min Vol Factor ETF |
80% (21M) |
| UTHR |
United Therapeutics Corp |
50% (2.5M) |
| V |
Visa Inc |
80% (14M) |
| VALE |
Vale SA |
50% (2.5M) |
| VB |
Vanguard Small-Cap Index Fund |
50% (2.5M) |
| VBK |
Vanguard Small-Cap Growth Index Fund |
30% (0.6M) |
| VBR |
Vanguard Small Cap Value ETF |
50% (2.5M) |
| VCIT |
Vanguard Intermediate Term Corporate Bond Etf |
50% (1.5M) |
| VCLT |
Vanguard Long Term Corporate Bond Etf |
30% (0.6M) |
| VCR |
Vanguard Consumer Discretionary ETF |
50% (2.5M) |
| VCSH |
Vanguard Short-Term Corporate Bond Idx Fd |
30% (0.6M) |
| VDC |
Vanguard Consumer Staples Index Fund |
50% (1.5M) |
| VDE |
Vanguard Energy Index Fund |
70% (7M) |
| VEA |
Vanguard Developed Markets Index Fund |
70% (7M) |
| VEEV |
Veeva Systems Inc |
70% (7M) |
| VEU |
Vanguard FTSE All World ex US Index Fund Investor Shares |
50% (2.5M) |
| VFH |
Vanguard Financials Index Fund |
50% (1.5M) |
| VG |
Venture Global Inc |
30% (0.6M) |
| VGIT |
Vanguard Intermediate Term Treasury ETF |
80% (14M) |
| VGK |
Vanguard European Stock Index Fund |
50% (1.5M) |
| VGLT |
Vanguard Long Term Treasury ETF |
50% (1.5M) |
| VGSH |
Vanguard Short Term Treasury ETF |
50% (2.5M) |
| VGT |
Vanguard Information Technology Etf |
80% (21M) |
| VHT |
Vanguard Health Care Etf |
70% (7M) |
| VICI |
VICI Properties Inc |
70% (7M) |
| VIG |
Vanguard Dividend Appreciation Index Fund |
80% (21M) |
| VIGI |
Vanguard Intl Dividend Appreciation Index Fund |
50% (1.5M) |
| VIS |
Vanguard Industrials Etf |
70% (7M) |
| VLO |
Valero Energy Corp |
50% (2.5M) |
| VLTO |
Veralto Corp |
50% (2.5M) |
| VLUE |
iShares MSCI USA Value Factor ETF |
50% (2.5M) |
| VLY |
Valley National Bancorp |
30% (0.6M) |
| VMBS |
Vanguard Mortgage-Backed Secs Idx Fund |
50% (2.5M) |
| VMC |
Vulcan Materials Co |
50% (2.5M) |
| VNOM |
Viper Energy Inc |
30% (0.6M) |
| VNQ |
Vanguard Real Estate Index Fund |
50% (2.5M) |
| VO |
Vanguard Mid-Cap Index Fund |
80% (14M) |
| VOD |
Vodafone Group PLC |
50% (1.5M) |
| VOE |
Vanguard Mid-Cap Value Index Fund |
70% (7M) |
| VONE |
Vanguard Russell 1000 Index Fund |
50% (2.5M) |
| VONG |
Vanguard Russell 1000 Growth ETF |
50% (2.5M) |
| VONV |
Vanguard Russell 1000 Value ETF |
50% (1.5M) |
| VOO |
Vanguard 500 Index Fund |
80% (21M) |
| VOOG |
Vanguard S&P 500 Growth Index Fund |
50% (1.5M) |
| VOOV |
Vanguard S&P 500 Value Index Fund |
30% (0.6M) |
| VOT |
Vanguard Mid-Cap Growth Index Fund |
30% (0.6M) |
| VOX |
Vanguard Communication Services Index Fund |
80% (14M) |
| VOYA |
Voya Financial Inc |
30% (0.6M) |
| VPL |
Vanguard Pacific Stock Index Fund |
30% (0.6M) |
| VPU |
Vanguard Utilities ETF |
70% (7M) |
| VRSK |
Verisk Analytics Inc |
80% (14M) |
| VRSN |
VeriSign, Inc |
50% (2.5M) |
| VRT |
Vertiv Holdings Co |
50% (2.5M) |
| VRTX |
Vertex Pharmaceuticals Inc |
80% (14M) |
| VSS |
Vanguard FTSE All-World ex-US Small-Cap Index |
30% (0.6M) |
| VST |
Vistra Corp |
50% (2.5M) |
| VT |
Vanguard Total World Stock Index Fund |
30% (0.6M) |
| VTEB |
Vanguard Tax-Exempt Bond Index Fund |
50% (2.5M) |
| VTI |
Vanguard Total Stock Market Index Fund |
80% (21M) |
| VTIP |
Vanguard Sht-Term Inflation-Protected Sec Idx |
50% (1.5M) |
| VTR |
Ventas Inc |
50% (1.5M) |
| VTRS |
Viatris Inc |
50% (1.5M) |
| VTV |
Vanguard Value Index Fund |
70% (7M) |
| VTWO |
Vanguard Russell 2000 ETF |
50% (2.5M) |
| VUG |
Vanguard Growth Index Fund |
80% (14M) |
| VV |
Vanguard Large-Cap Index Fund |
50% (1.5M) |
| VWO |
Vanguard Emerging Markets Stock Index Fund |
80% (21M) |
| VWOB |
Vanguard Emerging Markets Govt Bd Idx |
50% (2.5M) |
| VXF |
Vanguard Extended Markets Index Fund |
70% (7M) |
| VXUS |
Vanguard Total International Stock Index Fund |
80% (21M) |
| VYM |
Vanguard High Dividend Yield Index Fund |
50% (2.5M) |
| VYMI |
Vanguard Internatl High Div Yield Index Fund |
70% (7M) |
| VZ |
Verizon Communications Inc |
80% (21M) |
| WAB |
Westinghouse Air Brake Technologies Corp |
50% (1.5M) |
| WAL |
Western Alliance Bancorp |
30% (0.6M) |
| WAT |
Waters Corp |
50% (1.5M) |
| WBD |
Warner Bros Discovery Inc |
50% (1.5M) |
| WBS |
Webster Financial Corp |
50% (1.5M) |
| WCN |
Waste Connections Inc |
80% (21M) |
| WDAY |
Workday Inc |
70% (7M) |
| WDC |
Western Digital Corp |
50% (2.5M) |
| WDS |
Woodside Energy Group Ltd |
30% (0.6M) |
| WEC |
WEC Energy Group Inc |
50% (2.5M) |
| WELL |
Welltower Inc |
80% (14M) |
| WFC |
Wells Fargo & Co |
80% (14M) |
| WM |
Waste Management Inc |
50% (2.5M) |
| WMB |
Williams Companies Inc |
50% (2.5M) |
| WMG |
Warner Music Group Corp |
30% (0.6M) |
| WMT |
Walmart Inc |
70% (7M) |
| WPM |
Wheaton Precious Metals Corp |
70% (7M) |
| WRB |
W R Berkley Corp |
80% (21M) |
| WSM |
Williams-Sonoma Inc |
70% (7M) |
| WST |
West Pharmaceutical Services Inc |
50% (2.5M) |
| WTFC |
Wintrust Financial Corp |
70% (7M) |
| WTRG |
Essential Utilities Inc |
50% (1.5M) |
| WTW |
Willis Towers Watson PLC |
50% (2.5M) |
| WWD |
Woodward Inc |
30% (0.6M) |
| WY |
Weyerhaeuser Co |
50% (2.5M) |
| WYNN |
Wynn Resorts Ltd |
50% (2.5M) |
| XBI |
Spdr S&P Biotech Etf |
30% (0.6M) |
| XEL |
Xcel Energy Inc |
50% (1.5M) |
| XLB |
Materials Select Sector SPDR |
70% (7M) |
| XLC |
Communication Services Select Sector SPDR Fund |
70% (7M) |
| XLE |
Energy Select Sector SPDR Fund |
70% (7M) |
| XLF |
Financial Select Sector SPDR Fund |
70% (7M) |
| XLG |
Invesco S&P 500 Top 50 ETF |
50% (2.5M) |
| XLI |
Industrial Select Sector SPDR Fund |
70% (7M) |
| XLK |
Technology Select Sector SPDR Fund |
80% (14M) |
| XLP |
Consumer Staples Select Sector SPDR |
50% (1.5M) |
| XLRE |
Real Estate Select Sector SPDR Fund |
70% (7M) |
| XLU |
Utilities Select Sector SPDR Fund |
70% (7M) |
| XLV |
Health Care Select Sector SPDR |
70% (7M) |
| XLY |
Consumer Discretionary Select Sector SPDR Fund |
50% (2.5M) |
| XMHQ |
Invesco S and P MidCap Quality ETF |
50% (1.5M) |
| XOM |
Exxon Mobil Corp |
80% (21M) |
| XPEV |
Xpeng Inc |
30% (0.6M) |
| XPO |
XPO Inc |
30% (0.6M) |
| XYL |
Xylem Inc |
50% (1.5M) |
| XYZ |
Block Inc |
50% (2.5M) |
| YMM |
Full Truck Alliance Co Ltd |
30% (0.6M) |
| YPF |
YPF SA |
50% (1.5M) |
| YUM |
Yum! Brands Inc |
70% (7M) |
| Z |
Zillow Group Inc |
50% (2.5M) |
| ZBH |
Zimmer Biomet Holdings Inc |
50% (1.5M) |
| ZG |
Zillow Group Inc |
50% (2.5M) |
| ZION |
Zions Bancorporation NA |
70% (7M) |
| ZM |
Zoom Communications Inc |
70% (7M) |
| ZS |
Zscaler Inc |
70% (7M) |
| ZTO |
ZTO Express (Cayman) Inc |
30% (0.6M) |
| ZTS |
Zoetis Inc |
50% (2.5M) |