CIK: 0001567889 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 30, 2025
Total Value ($000): $917,849 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 227,774 | $50,595 | 5.5% | $92.84 | +148.6% | COM | 037833100 |
| VTI | VANGUARD INDEX FDS | 125,245 | $34,422 | 3.8% | $130.41 | — | TOTAL STK MKT | 922908769 |
| QCOM | QUALCOMM INC | 195,220 | $29,988 | 3.3% | $67.00 | +138.3% | COM | 747525103 |
| HD | HOME DEPOT INC | 57,682 | $21,140 | 2.3% | $271.58 | +40.2% | COM | 437076102 |
| V | VISA INC | 57,783 | $20,251 | 2.2% | $163.44 | +105.8% | COM CL A | 92826C839 |
| PEP | PEPSICO INC | 133,786 | $20,060 | 2.2% | $118.04 | +21.6% | COM | 713448108 |
| VEU | VANGUARD INTL EQUITY INDEX F | 322,317 | $19,552 | 2.1% | $50.83 | — | ALLWRLD EX US | 922042775 |
| PG | PROCTER AND GAMBLE CO | 112,749 | $19,215 | 2.1% | $113.28 | +44.7% | COM | 742718109 |
| AMZN | AMAZON COM INC | 91,440 | $17,397 | 1.9% | $119.56 | +81.5% | COM | 023135106 |
| GOOGL | ALPHABET INC | 110,837 | $17,140 | 1.9% | $108.01 | +67.3% | CAP STK CL A | 02079K305 |
| MS | MORGAN STANLEY | 144,046 | $16,806 | 1.8% | $45.94 | +174.0% | COM NEW | 617446448 |
| CVX | CHEVRON CORP NEW | 100,068 | $16,740 | 1.8% | $93.39 | +61.1% | COM | 166764100 |
| JPM | JPMORGAN CHASE & CO. | 65,287 | $16,015 | 1.7% | $82.97 | +202.4% | COM | 46625H100 |
| VEA | VANGUARD TAX-MANAGED FDS | 309,496 | $15,732 | 1.7% | $43.22 | — | VAN FTSE DEV MKT | 921943858 |
| NOC | NORTHROP GRUMMAN CORP | 29,781 | $15,248 | 1.7% | $326.96 | +43.8% | COM | 666807102 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 26,203 | $13,955 | 1.5% | $175.15 | +177.6% | CL B NEW | 084670702 |
| TRV | TRAVELERS COMPANIES INC | 51,983 | $13,747 | 1.5% | $101.35 | +142.1% | COM | 89417E109 |
| MA | MASTERCARD INCORPORATED | 24,276 | $13,306 | 1.4% | $306.61 | +76.8% | CL A | 57636Q104 |
| MSFT | MICROSOFT CORP | 30,240 | $11,352 | 1.2% | $113.21 | +257.8% | COM | 594918104 |
| J | JACOBS SOLUTIONS INC | 91,805 | $11,098 | 1.2% | $103.23 | +23.7% | COM | 46982L108 |
| IVV | ISHARES TR | 18,398 | $10,338 | 1.1% | $262.78 | — | CORE S&P500 ETF | 464287200 |
| PANW | PALO ALTO NETWORKS INC | 59,813 | $10,206 | 1.1% | $171.08 | +8.1% | COM | 697435105 |
| NXPI | NXP SEMICONDUCTORS N V | 53,613 | $10,190 | 1.1% | $160.23 | +30.8% | COM | N6596X109 |
| QQQ | INVESCO QQQ TR | 21,726 | $10,188 | 1.1% | $244.76 | — | UNIT SER 1 | 46090E103 |
| UPS | UNITED PARCEL SERVICE INC | 91,544 | $10,069 | 1.1% | $115.79 | -2.7% | CL B | 911312106 |
| COST | COSTCO WHSL CORP NEW | 10,418 | $9,853 | 1.1% | $295.15 | +228.8% | COM | 22160K105 |
| IJH | ISHARES TR | 166,632 | $9,723 | 1.1% | $81.01 | — | CORE S&P MCP ETF | 464287507 |
| DHR | DANAHER CORPORATION | 45,281 | $9,283 | 1.0% | $153.85 | +41.0% | COM | 235851102 |
| GOOG | ALPHABET INC | 58,805 | $9,187 | 1.0% | $106.51 | +71.3% | CAP STK CL C | 02079K107 |
| VRTX | VERTEX PHARMACEUTICALS INC | 18,174 | $8,811 | 1.0% | $251.70 | +85.1% | COM | 92532F100 |
| HON | HONEYWELL INTL INC | 40,732 | $8,625 | 0.9% | $201.13 | -1.4% | COM | 438516106 |
| RSG | REPUBLIC SVCS INC | 33,976 | $8,228 | 0.9% | $98.89 | +124.4% | COM | 760759100 |
| JNJ | JOHNSON & JOHNSON | 48,459 | $8,036 | 0.9% | $107.32 | +42.0% | COM | 478160104 |
| AMGN | AMGEN INC | 25,760 | $8,026 | 0.9% | $160.63 | +78.8% | COM | 031162100 |
| VCSH | VANGUARD SCOTTSDALE FDS | 101,231 | $7,991 | 0.9% | $77.04 | — | SHRT TRM CORP BD | 92206C409 |
| EOG | EOG RES INC | 61,699 | $7,912 | 0.9% | $122.12 | +2.5% | COM | 26875P101 |
| APD | AIR PRODS & CHEMS INC | 26,530 | $7,824 | 0.9% | $236.11 | +27.2% | COM | 009158106 |
| CSCO | CISCO SYS INC | 125,595 | $7,750 | 0.8% | $29.73 | +102.2% | COM | 17275R102 |
| UNH | UNITEDHEALTH GROUP INC | 14,769 | $7,735 | 0.8% | $469.77 | +6.3% | COM | 91324P102 |
| TROW | PRICE T ROWE GROUP INC | 82,108 | $7,543 | 0.8% | $98.62 | +2.0% | COM | 74144T108 |
| RTX | RTX CORPORATION | 56,102 | $7,431 | 0.8% | $60.98 | +104.6% | COM | 75513E101 |
| DIS | DISNEY WALT CO | 74,587 | $7,362 | 0.8% | $108.13 | -1.7% | COM | 254687106 |
| ORCL | ORACLE CORP | 51,921 | $7,259 | 0.8% | $62.55 | +158.3% | COM | 68389X105 |
| ZTS | ZOETIS INC | 43,562 | $7,172 | 0.8% | $175.49 | -6.3% | CL A | 98978V103 |
| IQV | IQVIA HLDGS INC | 40,035 | $7,058 | 0.8% | $135.83 | +42.8% | COM | 46266C105 |
| CARR | CARRIER GLOBAL CORPORATION | 110,826 | $7,026 | 0.8% | $29.04 | +126.5% | COM | 14448C104 |
| MCD | MCDONALDS CORP | 22,025 | $6,880 | 0.7% | $258.83 | +13.2% | COM | 580135101 |
| RMD | RESMED INC | 30,505 | $6,829 | 0.7% | $126.26 | +83.5% | COM | 761152107 |
| TEL | TE CONNECTIVITY PLC | 47,545 | $6,719 | 0.7% | $146.50 | 0.0% | ORD SHS | G87052109 |
| ASML | ASML HOLDING N V | 10,113 | $6,701 | 0.7% | $750.28 | — | N Y REGISTRY SHS | N07059210 |
| BMY | BRISTOL-MYERS SQUIBB CO | 109,712 | $6,691 | 0.7% | $48.94 | +13.3% | COM | 110122108 |
| GS | GOLDMAN SACHS GROUP INC | 12,148 | $6,636 | 0.7% | $312.54 | +89.0% | COM | 38141G104 |
| AEP | AMERICAN ELEC PWR CO INC | 59,994 | $6,556 | 0.7% | $66.46 | +48.1% | COM | 025537101 |
| PSX | PHILLIPS 66 | 52,415 | $6,472 | 0.7% | $80.83 | +47.5% | COM | 718546104 |
| NEE | NEXTERA ENERGY INC | 90,496 | $6,415 | 0.7% | $66.87 | +2.7% | COM | 65339F101 |
| WSM | WILLIAMS SONOMA INC | 40,280 | $6,368 | 0.7% | $106.99 | +78.3% | COM | 969904101 |
| SO | SOUTHERN CO | 69,103 | $6,354 | 0.7% | $45.57 | +84.6% | COM | 842587107 |
| PNC | PNC FINL SVCS GROUP INC | 36,046 | $6,336 | 0.7% | $93.39 | +96.3% | COM | 693475105 |
| PYPL | PAYPAL HLDGS INC | 96,580 | $6,302 | 0.7% | $69.46 | +11.9% | COM | 70450Y103 |
| META | META PLATFORMS INC | 10,928 | $6,298 | 0.7% | $186.55 | +244.8% | CL A | 30303M102 |
| VCIT | VANGUARD SCOTTSDALE FDS | 76,835 | $6,282 | 0.7% | $84.52 | — | INT-TERM CORP | 92206C870 |
| ENB | ENBRIDGE INC | 141,433 | $6,267 | 0.7% | $25.69 | +61.1% | COM | 29250N105 |
| LMT | LOCKHEED MARTIN CORP | 13,939 | $6,227 | 0.7% | $438.43 | +2.2% | COM | 539830109 |
| MDT | MEDTRONIC PLC | 66,522 | $5,978 | 0.7% | $72.74 | +20.2% | SHS | G5960L103 |
| CBRE | CBRE GROUP INC | 45,649 | $5,970 | 0.7% | $37.85 | +259.0% | CL A | 12504L109 |
| O | REALTY INCOME CORP | 98,978 | $5,742 | 0.6% | $41.56 | +26.5% | COM | 756109104 |
| WMT | WALMART INC | 63,946 | $5,614 | 0.6% | $54.49 | +70.6% | COM | 931142103 |
| VYM | VANGUARD WHITEHALL FDS | 42,614 | $5,496 | 0.6% | $75.43 | — | HIGH DIV YLD | 921946406 |
| IEFA | ISHARES TR | 72,303 | $5,470 | 0.6% | $68.33 | — | CORE MSCI EAFE | 46432F842 |
| ROK | ROCKWELL AUTOMATION INC | 21,056 | $5,440 | 0.6% | $208.28 | +31.8% | COM | 773903109 |
| IJR | ISHARES TR | 51,976 | $5,435 | 0.6% | $90.18 | — | CORE S&P SCP ETF | 464287804 |
| DLS | WISDOMTREE TR | 82,105 | $5,419 | 0.6% | $63.16 | — | INTL SMCAP DIV | 97717W760 |
| GPC | GENUINE PARTS CO | 40,895 | $4,872 | 0.5% | $87.15 | +34.1% | COM | 372460105 |
| WM | WASTE MGMT INC DEL | 20,479 | $4,741 | 0.5% | $86.05 | +153.8% | COM | 94106L109 |
| AMTM | AMENTUM HOLDINGS INC | 256,178 | $4,662 | 0.5% | $26.72 | -23.8% | COM | 023939101 |
| NOW | SERVICENOW INC | 5,695 | $4,534 | 0.5% | $105.92 | +82.0% | COM | 81762P102 |
| ABBV | ABBVIE INC | 20,213 | $4,235 | 0.5% | $66.59 | +184.4% | COM | 00287Y109 |
| NVDA | NVIDIA CORPORATION | 38,033 | $4,122 | 0.4% | $92.75 | +36.6% | COM | 67066G104 |
| ABT | ABBOTT LABS | 30,456 | $4,040 | 0.4% | $76.18 | +64.7% | COM | 002824100 |
| EW | EDWARDS LIFESCIENCES CORP | 55,259 | $4,005 | 0.4% | $76.17 | -6.0% | COM | 28176E108 |
| ADBE | ADOBE INC | 9,818 | $3,765 | 0.4% | $485.84 | -11.7% | COM | 00724F101 |
| AVDV | AMERICAN CENTY ETF TR | 51,775 | $3,611 | 0.4% | $65.24 | — | INTL SMCP VLU | 025072802 |
| EFV | ISHARES TR | 60,358 | $3,557 | 0.4% | $49.41 | — | EAFE VALUE ETF | 464288877 |
| AVUV | AMERICAN CENTY ETF TR | 39,268 | $3,423 | 0.4% | $90.22 | — | US SML CP VALU | 025072877 |
| NFLX | NETFLIX INC | 3,592 | $3,350 | 0.4% | $64.16 | +48.2% | COM | 64110L106 |
| XOM | EXXON MOBIL CORP | 27,861 | $3,314 | 0.4% | $87.15 | +23.0% | COM | 30231G102 |
| IVE | ISHARES TR | 16,987 | $3,237 | 0.4% | $121.40 | — | S&P 500 VAL ETF | 464287408 |
| RSP | INVESCO EXCHANGE TRADED FD T | 18,085 | $3,133 | 0.3% | $145.30 | — | S&P500 EQL WGT | 46137V357 |
| NVS | NOVARTIS AG | 27,438 | $3,059 | 0.3% | $82.04 | — | SPONSORED ADR | 66987V109 |
| XLF | SELECT SECTOR SPDR TR | 51,946 | $2,587 | 0.3% | $49.81 | — | FINANCIAL | 81369Y605 |
| ACN | ACCENTURE PLC IRELAND | 7,758 | $2,421 | 0.3% | $324.25 | +7.8% | SHS CLASS A | G1151C101 |
| VXF | VANGUARD INDEX FDS | 13,872 | $2,390 | 0.3% | $111.15 | — | EXTEND MKT ETF | 922908652 |
| IWS | ISHARES TR | 17,985 | $2,266 | 0.2% | $74.43 | — | RUS MDCP VAL ETF | 464287473 |
| VBR | VANGUARD INDEX FDS | 10,856 | $2,022 | 0.2% | $126.99 | — | SM CP VAL ETF | 922908611 |
| UNP | UNION PAC CORP | 8,466 | $2,000 | 0.2% | $119.20 | +97.6% | COM | 907818108 |
| IBM | INTERNATIONAL BUSINESS MACHS | 7,846 | $1,951 | 0.2% | $169.94 | +40.9% | COM | 459200101 |
| MAA | MID-AMER APT CMNTYS INC | 10,019 | $1,679 | 0.2% | $89.55 | +71.1% | COM | 59522J103 |
| LLY | ELI LILLY & CO | 1,982 | $1,637 | 0.2% | $245.75 | +236.4% | COM | 532457108 |
| AFL | AFLAC INC | 14,472 | $1,609 | 0.2% | $42.49 | +145.0% | COM | 001055102 |
| DE | DEERE & CO | 3,391 | $1,592 | 0.2% | $236.45 | +95.2% | COM | 244199105 |
| UDR | UDR INC | 34,852 | $1,574 | 0.2% | $33.28 | +24.4% | COM | 902653104 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 16,871 | $1,561 | 0.2% | $99.08 | -7.1% | COM | 015271109 |
| CPT | CAMDEN PPTY TR | 12,534 | $1,533 | 0.2% | $87.77 | +29.0% | SH BEN INT | 133131102 |
| IBB | ISHARES TR | 10,900 | $1,394 | 0.2% | $144.49 | — | ISHARES BIOTECH | 464287556 |
| MRK | MERCK & CO INC | 14,777 | $1,326 | 0.1% | $75.07 | +20.1% | COM | 58933Y105 |
| SPTM | SPDR SER TR | 19,225 | $1,307 | 0.1% | $34.48 | — | PORTFOLI S&P1500 | 78464A805 |
| VNQ | VANGUARD INDEX FDS | 14,197 | $1,285 | 0.1% | $94.18 | — | REAL ESTATE ETF | 922908553 |
| GLD | SPDR GOLD TR | 4,247 | $1,224 | 0.1% | $181.22 | — | GOLD SHS | 78463V107 |
| TSLA | TESLA INC | 4,710 | $1,221 | 0.1% | $191.44 | +74.1% | COM | 88160R101 |
| DLR | DIGITAL RLTY TR INC | 8,025 | $1,150 | 0.1% | $99.19 | +59.3% | COM | 253868103 |
| KO | COCA COLA CO | 15,766 | $1,129 | 0.1% | $43.24 | +50.2% | COM | 191216100 |
| SPY | SPDR S&P 500 ETF TR | 1,999 | $1,118 | 0.1% | $470.05 | — | TR UNIT | 78462F103 |
| HYG | ISHARES TR | 13,492 | $1,064 | 0.1% | $85.35 | — | IBOXX HI YD ETF | 464288513 |
| CAT | CATERPILLAR INC | 3,211 | $1,059 | 0.1% | $120.27 | +192.6% | COM | 149123101 |
| PFF | ISHARES TR | 34,283 | $1,054 | 0.1% | $36.92 | — | PFD AND INCM SEC | 464288687 |
| PLD | PROLOGIS INC. | 9,060 | $1,013 | 0.1% | $92.22 | +21.3% | COM | 74340W103 |
| XLU | SELECT SECTOR SPDR TR | 12,808 | $1,010 | 0.1% | $57.03 | — | SBI INT-UTILS | 81369Y886 |
| EMR | EMERSON ELEC CO | 8,800 | $965 | 0.1% | $73.22 | +62.2% | COM | 291011104 |
| SOXX | ISHARES TR | 5,084 | $957 | 0.1% | $263.93 | — | ISHARES SEMICDTR | 464287523 |
| WFC | WELLS FARGO CO NEW | 13,316 | $956 | 0.1% | $40.31 | +82.8% | COM | 949746101 |
| KMB | KIMBERLY-CLARK CORP | 6,203 | $882 | 0.1% | $116.32 | +11.6% | COM | 494368103 |
| VIG | VANGUARD SPECIALIZED FUNDS | 4,476 | $868 | 0.1% | $176.48 | — | DIV APP ETF | 921908844 |
| CWB | SPDR SER TR | 10,807 | $828 | 0.1% | $57.93 | — | BBG CONV SEC ETF | 78464A359 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $798 | 0.1% | $729330.75 | 0.0% | CL A | 084670108 |
| XLE | SELECT SECTOR SPDR TR | 8,284 | $774 | 0.1% | $94.07 | — | ENERGY | 81369Y506 |
| VZ | VERIZON COMMUNICATIONS INC | 17,050 | $773 | 0.1% | $35.90 | +10.3% | COM | 92343V104 |
| AVEM | AMERICAN CENTY ETF TR | 12,130 | $730 | 0.1% | $60.95 | — | AVANTIS EMGMKT | 025072604 |
| ANET | ARISTA NETWORKS INC | 9,172 | $711 | 0.1% | $102.78 | -1.3% | COM SHS | 040413205 |
| EMXC | ISHARES INC | 12,538 | $691 | 0.1% | $57.89 | — | MSCI EMRG CHN | 46434G764 |
| CRWD | CROWDSTRIKE HLDGS INC | 1,950 | $688 | 0.1% | $291.53 | +30.7% | CL A | 22788C105 |
| IWF | ISHARES TR | 1,899 | $686 | 0.1% | $246.91 | — | RUS 1000 GRW ETF | 464287614 |
| XCEM | COLUMBIA ETF TR II | 22,532 | $665 | 0.1% | $28.00 | — | EM CORE EX ETF | 19762B202 |
| AVGO | BROADCOM INC | 3,935 | $659 | 0.1% | $147.47 | +42.3% | COM | 11135F101 |
| PFE | PFIZER INC | 25,086 | $636 | 0.1% | $26.50 | -6.8% | COM | 717081103 |
| KIM | KIMCO RLTY CORP | 29,652 | $630 | 0.1% | $14.70 | +42.1% | COM | 49446R109 |
| GE | GE AEROSPACE | 3,005 | $601 | 0.1% | $81.08 | +141.4% | COM NEW | 369604301 |
| SLG | SL GREEN RLTY CORP | 10,369 | $598 | 0.1% | $62.31 | — | COM | 78440X887 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 12,280 | $594 | 0.1% | $57.59 | -5.9% | COM | 595017104 |
| SYY | SYSCO CORP | 7,894 | $592 | 0.1% | $50.50 | +41.2% | COM | 871829107 |
| VGT | VANGUARD WORLD FD | 1,075 | $583 | 0.1% | $621.80 | — | INF TECH ETF | 92204A702 |
| EWY | ISHARES INC | 9,816 | $530 | 0.1% | $58.76 | — | MSCI STH KOR ETF | 464286772 |
| VOO | VANGUARD INDEX FDS | 980 | $504 | 0.1% | $397.48 | — | S&P 500 ETF SHS | 922908363 |
| SBUX | STARBUCKS CORP | 5,013 | $492 | 0.1% | $60.07 | +68.1% | COM | 855244109 |
| PM | PHILIP MORRIS INTL INC | 3,088 | $490 | 0.1% | $109.82 | +24.7% | COM | 718172109 |
| SCHW | SCHWAB CHARLES CORP | 6,166 | $483 | 0.1% | $56.12 | +38.4% | COM | 808513105 |
| XYL | XYLEM INC | 3,911 | $467 | 0.1% | $54.00 | +127.1% | COM | 98419M100 |
| EFA | ISHARES TR | 5,353 | $438 | 0.0% | $62.97 | — | MSCI EAFE ETF | 464287465 |
| DHI | D R HORTON INC | 3,344 | $425 | 0.0% | $81.63 | +62.6% | COM | 23331A109 |
| T | AT&T INC | 14,788 | $418 | 0.0% | $24.35 | 0.0% | COM | 00206R102 |
| CRM | SALESFORCE INC | 1,553 | $417 | 0.0% | $223.60 | +38.2% | COM | 79466L302 |
| KLAC | KLA CORP | 612 | $416 | 0.0% | $410.69 | +74.1% | COM NEW | 482480100 |
| CWH | CAMPING WORLD HLDGS INC | 25,000 | $404 | 0.0% | $20.23 | -2.2% | CL A | 13462K109 |
| PPH | VANECK ETF TRUST | 4,424 | $403 | 0.0% | $86.28 | — | PHARMACEUTCL ETF | 92189F692 |
| ADP | AUTOMATIC DATA PROCESSING IN | 1,304 | $398 | 0.0% | $228.50 | +29.3% | COM | 053015103 |
| GWW | GRAINGER W W INC | 400 | $395 | 0.0% | $548.52 | +87.0% | COM | 384802104 |
| LRCX | LAM RESEARCH CORP | 5,412 | $393 | 0.0% | $74.98 | +4.2% | COM NEW | 512807306 |
| CEG | CONSTELLATION ENERGY CORP | 1,937 | $391 | 0.0% | $136.67 | +95.1% | COM | 21037T109 |
| VWO | VANGUARD INTL EQUITY INDEX F | 8,362 | $378 | 0.0% | $44.50 | — | FTSE EMR MKT ETF | 922042858 |
| SCHB | SCHWAB STRATEGIC TR | 17,252 | $371 | 0.0% | $33.90 | — | US BRD MKT ETF | 808524102 |
| CMCSA | COMCAST CORP NEW | 10,054 | $371 | 0.0% | $33.22 | +5.5% | CL A | 20030N101 |
| REG | REGENCY CTRS CORP | 5,016 | $370 | 0.0% | $47.60 | +47.2% | COM | 758849103 |
| INTU | INTUIT | 570 | $350 | 0.0% | $425.42 | +40.4% | COM | 461202103 |
| AMAT | APPLIED MATLS INC | 2,355 | $342 | 0.0% | $112.30 | +48.4% | COM | 038222105 |
| PLTR | PALANTIR TECHNOLOGIES INC | 4,000 | $338 | 0.0% | $58.25 | +50.8% | CL A | 69608A108 |
| LECO | LINCOLN ELEC HLDGS INC | 1,718 | $325 | 0.0% | $192.91 | +1.8% | COM | 533900106 |
| MMM | 3M CO | 2,203 | $324 | 0.0% | $86.34 | +67.5% | COM | 88579Y101 |
| LHX | L3HARRIS TECHNOLOGIES INC | 1,426 | $298 | 0.0% | $188.45 | +9.3% | COM | 502431109 |
| TGT | TARGET CORP | 2,820 | $294 | 0.0% | $99.46 | +20.9% | COM | 87612E106 |
| MDLZ | MONDELEZ INTL INC | 4,306 | $292 | 0.0% | $58.46 | +2.2% | CL A | 609207105 |
| WY | WEYERHAEUSER CO MTN BE | 9,393 | $275 | 0.0% | $22.47 | +28.4% | COM NEW | 962166104 |
| ILMN | ILLUMINA INC | 3,348 | $266 | 0.0% | $344.22 | -68.6% | COM | 452327109 |
| LEN | LENNAR CORP | 2,310 | $265 | 0.0% | $77.52 | +58.8% | CL A | 526057104 |
| EXC | EXELON CORP | 5,687 | $262 | 0.0% | $34.91 | +16.0% | COM | 30161N101 |
| RS | RELIANCE INC | 900 | $260 | 0.0% | $286.12 | 0.0% | COM | 759509102 |
| MAR | MARRIOTT INTL INC NEW | 1,082 | $258 | 0.0% | $235.53 | +14.4% | CL A | 571903202 |
| IAU | ISHARES GOLD TR | 4,278 | $252 | 0.0% | $50.10 | — | ISHARES NEW | 464285204 |
| ECL | ECOLAB INC | 995 | $252 | 0.0% | $249.61 | 0.0% | COM | 278865100 |
| CAG | CONAGRA BRANDS INC | 9,412 | $251 | 0.0% | $29.36 | -16.9% | COM | 205887102 |
| AMH | AMERICAN HOMES 4 RENT | 6,538 | $247 | 0.0% | $30.21 | — | CL A | 02665T306 |
| A | AGILENT TECHNOLOGIES INC | 2,072 | $242 | 0.0% | $95.15 | +40.8% | COM | 00846U101 |
| ALEX | ALEXANDER & BALDWIN INC NEW | 13,541 | $233 | 0.0% | $13.75 | — | COM | 014491104 |
| HUBB | HUBBELL INC | 699 | $231 | 0.0% | $121.20 | +215.7% | COM | 443510607 |
| SPDW | SPDR INDEX SHS FDS | 6,274 | $228 | 0.0% | $29.82 | — | PORTFOLIO DEVLPD | 78463X889 |
| SCHG | SCHWAB STRATEGIC TR | 9,052 | $227 | 0.0% | $25.04 | — | US LCAP GR ETF | 808524300 |
| SCHX | SCHWAB STRATEGIC TR | 10,108 | $223 | 0.0% | $22.08 | — | US LRG CAP ETF | 808524201 |
| BDN | BRANDYWINE RLTY TR | 49,664 | $222 | 0.0% | $11.78 | — | SH BEN INT NEW | 105368203 |
| VLTO | VERALTO CORP | 2,200 | $214 | 0.0% | $73.75 | +34.7% | COM SHS | 92338C103 |
| BA | BOEING CO | 1,249 | $213 | 0.0% | $156.93 | +10.3% | COM | 097023105 |
| SRE | SEMPRA | 2,950 | $211 | 0.0% | $67.64 | +11.7% | COM | 816851109 |
| VTV | VANGUARD INDEX FDS | 1,164 | $201 | 0.0% | $117.52 | — | VALUE ETF | 922908744 |
| OPRT | OPORTUN FINL CORP | 20,015 | $110 | 0.0% | $3.98 | +38.1% | COM | 68376D104 |