CANANDAIGUA NATIONAL BANK & TRUST CO Diversified Active

CIK: 0001074266 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 30, 2026

Total Value ($000): $1,115,650 (100.0% shares, 0.0% debt)

Holdings (307)

Increased Positions (34)

IUSV iShares Core S&P US Value ETF 7.9%
Value ($000) $88,578 (+5.9%) Shares 863,837 (+3.2%) Est. Cost $89.89 Unrealized
MDYV State Street SPDR S&P 400 Mid Cap Value ETF 3.1%
Value ($000) $34,433 (+5.0%) Shares 406,771 (+3.4%) Est. Cost $73.92 Unrealized
PFF iShares Preferred & Income Secs ETF 0.3%
Value ($000) $2,903 (+43.2%) Shares 93,768 (+46.3%) Est. Cost $32.51 Unrealized
SLYV State Street SPDR S&P 600 Small Cap Value ETF 1.7%
Value ($000) $19,035 (+4.1%) Shares 209,249 (+1.5%) Est. Cost $78.63 Unrealized
AMD Advanced Micro Devices 0.2%
Value ($000) $2,177 (+46.8%) Shares 10,167 (+10.9%) Est. Cost $147.39 Unrealized +52.4%
ISRG Intuitive Surgical 0.1%
Value ($000) $1,017 (+204.1%) Shares 1,796 (+140.1%) Est. Cost $394.53 Unrealized +34.9%
NFLX Netflix Com Inc 0.0%
Value ($000) $251 (-72.2%) Shares 2,679 (+255.3%) Est. Cost $86.78 Unrealized +24.2%
CRM Salesforce.Com 0.3%
Value ($000) $3,464 (+22.1%) Shares 13,078 (+9.2%) Est. Cost $187.38 Unrealized +32.4%
DEM WisdomTree Emerging Markets ETF 1.1%
Value ($000) $11,752 (+4.9%) Shares 251,601 (+3.3%) Est. Cost $43.44 Unrealized
CMI Cummins Engine Co Inc 0.2%
Value ($000) $2,092 (+31.5%) Shares 4,099 (+8.8%) Est. Cost $283.70 Unrealized +64.4%
ACN Accenture PLC 0.4%
Value ($000) $3,917 (+13.8%) Shares 14,601 (+4.6%) Est. Cost $144.64 Unrealized +75.6%
AZN Astrazeneca Plc Adr 0.2%
Value ($000) $2,030 (+28.5%) Shares 22,080 (+7.2%) Est. Cost $70.46 Unrealized
HCA HCA Healthcare Inc 0.2%
Value ($000) $2,210 (+16.3%) Shares 4,734 (+6.2%) Est. Cost $333.67 Unrealized +39.0%
WFC Wells Fargo & Company 0.2%
Value ($000) $2,055 (+17.3%) Shares 22,052 (+5.5%) Est. Cost $60.23 Unrealized +43.8%
KMB Kimberly Clark Corp 0.2%
Value ($000) $1,693 (+15.7%) Shares 16,778 (+42.6%) Est. Cost $90.05 Unrealized +20.4%
ZOCT Innovator Eqty Def Prot 1yr to Oct 2026 ETF 0.1%
Value ($000) $888 (+28.5%) Shares 33,100 (+27.3%) Est. Cost $25.51 Unrealized
CSL Carlisle Cos Inc 0.2%
Value ($000) $1,686 (+12.0%) Shares 5,271 (+15.2%) Est. Cost $148.62 Unrealized +117.1%
VOO Vanguard Index Funds S & P 500 ETF 0.3%
Value ($000) $2,831 (+5.4%) Shares 4,514 (+3.0%) Est. Cost $503.79 Unrealized
BA Boeing Co 0.3%
Value ($000) $3,257 (+4.5%) Shares 15,001 (+3.9%) Est. Cost $179.40 Unrealized +14.6%
NULV Nuveen ESG Large Cap Value ETF 0.2%
Value ($000) $2,138 (+4.7%) Shares 47,459 (+1.8%) Est. Cost $37.92 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $362 (+32.0%) Shares 2,221 (+9.6%) Est. Cost $141.32 Unrealized +6.0%
VYM Vanguard Whitehall Fds High Div Yield ETF 0.1%
Value ($000) $558 (+17.1%) Shares 3,891 (+15.0%) Est. Cost $121.85 Unrealized
ADSK Autodesk, Inc. 0.1%
Value ($000) $1,432 (-4.7%) Shares 4,839 (+2.3%) Est. Cost $208.61 Unrealized +45.0%
IWP iShares Russell Midcap Growth Index Fund 1.1%
Value ($000) $12,828 (+0.5%) Shares 93,677 (+4.5%) Est. Cost $120.63 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $1,463 (+3.9%) Shares 16,357 (+1.4%) Est. Cost $78.21 Unrealized
MRSH Marsh 0.1%
Value ($000) $1,027 (+5.4%) Shares 5,538 (+14.5%) Est. Cost $163.13 Unrealized +14.3%
NUMV Nuveen ESG Mid Cap Value ETF 0.2%
Value ($000) $1,841 (+2.1%) Shares 47,083 (+1.0%) Est. Cost $33.09 Unrealized
GRNB VanEck Vectors Green Bond ETF 0.1%
Value ($000) $930 (+2.5%) Shares 38,231 (+2.9%) Est. Cost $23.69 Unrealized
NOW Servicenow Inc 0.1%
Value ($000) $1,166 (+1.8%) Shares 7,610 (+511.7%) Est. Cost $157.09 Unrealized +9.2%
ECL Ecolab Inc. 0.0%
Value ($000) $318 (+6.8%) Shares 1,212 (+11.4%) Est. Cost $251.45 Unrealized +5.7%
IJR iShares TR Core S&P Small-Cap ETF 0.0%
Value ($000) $374 (+4.5%) Shares 3,112 (+3.3%) Est. Cost $107.95 Unrealized
DVY iShares Select Dividend ETF 0.2%
Value ($000) $2,240 (+0.4%) Shares 15,871 (+1.1%) Est. Cost $135.32 Unrealized
NUMG NuShares ESG Mid Growth ETF 0.0%
Value ($000) $502 (+1.6%) Shares 10,524 (+3.6%) Est. Cost $44.08 Unrealized
ICSH Ishares Ultra Short Duration Bond Active ETF 0.0%
Value ($000) $544 (+1.2%) Shares 10,747 (+1.6%) Est. Cost $50.74 Unrealized

Exited Positions (23)

PH Parker Hannifin Corp 0.2%
Value ($000) $2,775 Shares 3,660 Est. Cost $628.26 Unrealized +30.2%
Soper Company Common 0.2%
Value ($000) $2,684 Shares 303 Est. Cost $17851.48 Unrealized
Financial Instn 8.48 Ser B 1 0.1%
Value ($000) $1,386 Shares 11,177 Est. Cost $102.39 Unrealized
Kellanova 0.1%
Value ($000) $616 Shares 7,513 Est. Cost $43.71 Unrealized +89.1%
WDAY Workday Inc Class A 0.0%
Value ($000) $417 Shares 1,731 Est. Cost $233.12 Unrealized -2.5%
VBIL Vanguard 0-3 Month Treasury Bill ETF 0.0%
Value ($000) $325 Shares 4,300 Est. Cost $75.62 Unrealized
Unilever Plc Spons Adr New 0.0%
Value ($000) $276 Shares 4,657 Est. Cost $0.05 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $265 Shares 16,304 Est. Cost $21.09 Unrealized -22.9%
LRN Stride Inc 0.0%
Value ($000) $259 Shares 1,739 Est. Cost $126.39 Unrealized -28.2%
TPR Tapestry Inc 0.0%
Value ($000) $259 Shares 2,284 Est. Cost $74.95 Unrealized +52.1%
URBN Urban Outfitters Inc. 0.0%
Value ($000) $249 Shares 3,487 Est. Cost $60.05 Unrealized +17.8%
CW Curtiss Wright Corp 0.0%
Value ($000) $246 Shares 454 Est. Cost $294.97 Unrealized +89.1%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $238 Shares 3,087 Est. Cost $96.29 Unrealized -27.9%
BX Blackstone Group Inc Class A 0.0%
Value ($000) $221 Shares 1,296 Est. Cost $169.47 Unrealized -10.6%
FISV Fiserv Inc. 0.0%
Value ($000) $219 Shares 1,702 Est. Cost $67.21 Unrealized +24.8%
NVO Novo-Nordisk As Adr 0.0%
Value ($000) $216 Shares 3,891 Est. Cost $66.49 Unrealized
LYTS LSI Industries Inc 0.0%
Value ($000) $214 Shares 9,048 Est. Cost $20.33 Unrealized -0.0%
NFG National Fuel Gas Company 0.0%
Value ($000) $213 Shares 2,302 Est. Cost $87.18 Unrealized -5.5%
XYL Xylem Inc W/I 0.0%
Value ($000) $208 Shares 1,413 Est. Cost $138.06 Unrealized +4.0%
ITGR Integer Hldgs Corp 0.0%
Value ($000) $207 Shares 1,999 Est. Cost $106.24 Unrealized -25.0%
ZBH Zimmer Biomet Hldgs Inc 0.0%
Value ($000) $204 Shares 2,074 Est. Cost $98.59 Unrealized -4.1%
Soper-Wheeler CO. LLC 0.0%
Value ($000) $156 Shares 30,319 Est. Cost $7.68 Unrealized
PRTXX T Rowe Price US Treasury Money 0.0%
Value ($000) $119 Shares 118,911 Est. Cost $1.00 Unrealized

Decreased Positions (197)

ORCL Oracle Corporation 1.2%
Value ($000) $13,906 (-32.9%) Shares 71,344 (-3.2%) Est. Cost $48.83 Unrealized +387.5%
MSFT Microsoft Corporation 3.4%
Value ($000) $37,461 (-15.2%) Shares 77,460 (-9.2%) Est. Cost $62.53 Unrealized +700.5%
GOOG Alphabet Inc Class C 1.3%
Value ($000) $14,922 (+24.3%) Shares 47,552 (-3.5%) Est. Cost $92.58 Unrealized +209.3%
LLY Lilly Eli & Co 0.8%
Value ($000) $9,358 (+36.4%) Shares 8,708 (-3.2%) Est. Cost $374.29 Unrealized +155.3%
MRK Merck & Co Inc New 0.9%
Value ($000) $9,514 (+23.3%) Shares 90,387 (-1.7%) Est. Cost $50.77 Unrealized +83.6%
LIN Linde Plc 0.1%
Value ($000) $1,474 (-50.4%) Shares 3,458 (-44.7%) Est. Cost $385.60 Unrealized +10.8%
GE GE Aerospace 0.4%
Value ($000) $4,287 (-24.9%) Shares 13,916 (-26.7%) Est. Cost $176.45 Unrealized +70.5%
DD Dupont De Nemours Inc 0.1%
Value ($000) $789 (-63.6%) Shares 19,632 (-29.4%) Est. Cost $30.40 Unrealized +23.0%
JNJ Johnson & Johnson 1.6%
Value ($000) $18,166 (+7.7%) Shares 87,778 (-3.5%) Est. Cost $78.40 Unrealized +151.3%
GOOGL Alphabet Inc Class A 0.5%
Value ($000) $5,940 (+25.4%) Shares 18,977 (-2.6%) Est. Cost $93.36 Unrealized +205.9%
PAYX Paychex Inc. 0.5%
Value ($000) $6,042 (-14.4%) Shares 53,864 (-3.2%) Est. Cost $32.89 Unrealized +254.4%
PG Procter & Gamble Co 1.0%
Value ($000) $11,324 (-8.0%) Shares 79,015 (-1.3%) Est. Cost $61.47 Unrealized +139.4%
HD Home Depot Inc 0.4%
Value ($000) $4,612 (-16.8%) Shares 13,402 (-2.0%) Est. Cost $109.12 Unrealized +234.1%
ABT Abbott Laboratories 0.6%
Value ($000) $6,342 (-12.7%) Shares 50,617 (-6.7%) Est. Cost $61.28 Unrealized +107.8%
RTX RTX Corp 1.5%
Value ($000) $16,314 (+5.9%) Shares 88,951 (-3.3%) Est. Cost $91.04 Unrealized +90.4%
ADBE Adobe Inc. 0.3%
Value ($000) $3,693 (-16.6%) Shares 10,552 (-16.0%) Est. Cost $306.97 Unrealized +10.8%
PFE Pfizer Inc. 0.4%
Value ($000) $4,123 (-14.9%) Shares 165,575 (-12.9%) Est. Cost $23.03 Unrealized +8.7%
SPY SPDR S&P 500 ETF Trust 3.9%
Value ($000) $43,997 (-1.6%) Shares 64,519 (-3.8%) Est. Cost $544.22 Unrealized
BLK BlackRock Inc. 0.5%
Value ($000) $5,267 (-10.3%) Shares 4,921 (-2.3%) Est. Cost $983.07 Unrealized +10.8%
ITW Illinois Tool Works Inc 0.1%
Value ($000) $947 (-38.9%) Shares 3,846 (-35.4%) Est. Cost $155.06 Unrealized +59.7%
CSCO Cisco Systems 0.6%
Value ($000) $6,676 (+9.8%) Shares 86,665 (-2.5%) Est. Cost $26.80 Unrealized +175.3%
PEP Pepsico Inc 0.8%
Value ($000) $8,613 (-6.3%) Shares 60,010 (-8.3%) Est. Cost $87.24 Unrealized +67.2%
VO Vanguard Mid-Cap Etf 0.9%
Value ($000) $10,092 (-5.4%) Shares 34,772 (-4.2%) Est. Cost $242.10 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $515 (-52.3%) Shares 12,844 (-41.8%) Est. Cost $31.32 Unrealized +34.2%
SPGI S&P Global Inc 0.1%
Value ($000) $872 (-38.4%) Shares 1,669 (-42.6%) Est. Cost $343.70 Unrealized +43.8%
STZ Constellation Brands Inc Cl A 0.5%
Value ($000) $5,276 (-9.3%) Shares 38,241 (-11.5%) Est. Cost $115.78 Unrealized +18.2%
QQQ Invesco QQQ Tr Series 1 0.7%
Value ($000) $7,811 (-6.4%) Shares 12,715 (-8.5%) Est. Cost $479.11 Unrealized
ETN Eaton Corp PLC 0.2%
Value ($000) $2,482 (-17.6%) Shares 7,792 (-3.2%) Est. Cost $85.21 Unrealized +315.9%
ORLY O'Reilly Automotive Inc New Com 0.1%
Value ($000) $1,266 (-28.9%) Shares 13,885 (-16.0%) Est. Cost $88.74 Unrealized +10.1%
META Meta Platforms Inc 0.3%
Value ($000) $3,814 (-11.8%) Shares 5,778 (-1.9%) Est. Cost $190.70 Unrealized +249.9%
CMG Chipotle Mexican Grill 0.0%
Value ($000) $546 (-48.1%) Shares 14,759 (-45.1%) Est. Cost $60.86 Unrealized -40.6%
MSCI MSCI Inc 0.1%
Value ($000) $1,594 (-23.9%) Shares 2,778 (-24.8%) Est. Cost $318.74 Unrealized +75.7%
GS Goldman Sachs Group Inc. 0.7%
Value ($000) $7,391 (+7.3%) Shares 8,408 (-2.8%) Est. Cost $182.18 Unrealized +346.5%
XOM Exxon-Mobil Corp 2.2%
Value ($000) $25,098 (+1.9%) Shares 208,557 (-4.5%) Est. Cost $61.45 Unrealized +87.9%
IVV iShares Core S P 500 ETF 0.3%
Value ($000) $2,958 (-13.7%) Shares 4,319 (-15.7%) Est. Cost $577.26 Unrealized
PCG PG & E Corp 0.0%
Value ($000) $210 (-67.2%) Shares 13,063 (-69.2%) Est. Cost $16.16 Unrealized -1.5%
AAPL Apple Inc 2.9%
Value ($000) $31,896 (+1.3%) Shares 117,325 (-5.1%) Est. Cost $104.89 Unrealized +155.8%
CARR Carrier Global Corporation 0.3%
Value ($000) $2,853 (-12.9%) Shares 53,987 (-1.6%) Est. Cost $43.10 Unrealized +28.8%
CI Cigna Group 0.2%
Value ($000) $2,561 (-14.0%) Shares 9,304 (-9.9%) Est. Cost $260.37 Unrealized +7.2%
NVDA Nvidia Corp. 1.1%
Value ($000) $11,872 (-3.4%) Shares 63,655 (-3.3%) Est. Cost $101.80 Unrealized +82.8%
DLR Digital Rlty Tr Inc 0.3%
Value ($000) $2,980 (-12.2%) Shares 19,261 (-1.9%) Est. Cost $74.41 Unrealized +119.2%
VNQ Vanguard REIT ETF 0.3%
Value ($000) $3,423 (-10.6%) Shares 38,681 (-7.7%) Est. Cost $84.74 Unrealized
SO Southern Co 0.3%
Value ($000) $3,514 (-10.0%) Shares 40,300 (-2.2%) Est. Cost $37.19 Unrealized +144.4%
EME Emcor Group 0.0%
Value ($000) $392 (-48.8%) Shares 640 (-45.6%) Est. Cost $152.57 Unrealized +324.4%
AMGN Amgen Inc. 0.3%
Value ($000) $3,600 (+11.2%) Shares 10,999 (-4.1%) Est. Cost $122.73 Unrealized +157.4%
AMT American Tower Com REIT 0.2%
Value ($000) $1,908 (-15.9%) Shares 10,866 (-7.9%) Est. Cost $178.93 Unrealized +0.8%
TMUS T-Mobile US 0.1%
Value ($000) $1,336 (-19.9%) Shares 6,578 (-5.6%) Est. Cost $224.64 Unrealized -5.9%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $1,848 (-15.2%) Shares 7,185 (-3.2%) Est. Cost $88.63 Unrealized +198.8%
SAP SAP SE-Sponsored ADR 0.1%
Value ($000) $976 (-25.0%) Shares 4,016 (-17.5%) Est. Cost $216.73 Unrealized
NOV NOV Inc 0.2%
Value ($000) $2,693 (+13.7%) Shares 172,291 (-3.6%) Est. Cost $14.78 Unrealized +0.4%
TMO Thermo Fisher Scientific, Inc. 0.2%
Value ($000) $2,663 (+13.5%) Shares 4,596 (-5.0%) Est. Cost $358.78 Unrealized +57.5%
NEE NextEra Energy Inc 0.6%
Value ($000) $6,348 (+5.2%) Shares 79,073 (-1.1%) Est. Cost $57.75 Unrealized +42.9%
LOW Lowes Companies Inc 0.3%
Value ($000) $3,070 (-9.2%) Shares 12,731 (-5.4%) Est. Cost $67.94 Unrealized +253.0%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $1,534 (-16.9%) Shares 28,493 (-3.5%) Est. Cost $41.39 Unrealized +37.9%
IBM Intl Business Machines Corp 0.8%
Value ($000) $8,783 (+3.6%) Shares 29,650 (-1.3%) Est. Cost $111.60 Unrealized +167.7%
MS Morgan Stanley Dean Witter & Co. 0.4%
Value ($000) $4,035 (+8.2%) Shares 22,731 (-3.1%) Est. Cost $27.20 Unrealized +511.9%
SYK Stryker Corp. 0.2%
Value ($000) $2,668 (-10.2%) Shares 7,591 (-5.5%) Est. Cost $132.25 Unrealized +174.8%
JPM JP Morgan Chase & Co 2.4%
Value ($000) $27,137 (-1.1%) Shares 84,219 (-3.2%) Est. Cost $53.68 Unrealized +476.6%
ABBV Abbvie Inc 0.6%
Value ($000) $6,504 (-4.2%) Shares 28,464 (-2.9%) Est. Cost $62.96 Unrealized +261.4%
EMN Eastman Chemical Co. 0.1%
Value ($000) $584 (-32.7%) Shares 9,145 (-33.5%) Est. Cost $66.80 Unrealized -8.7%
APD Air Products & Chemicals Inc 0.1%
Value ($000) $1,040 (-21.3%) Shares 4,212 (-13.1%) Est. Cost $208.45 Unrealized +20.7%
PGR Progessive Corp OH Com 0.1%
Value ($000) $1,596 (-14.2%) Shares 7,008 (-7.0%) Est. Cost $141.09 Unrealized +50.5%
BAC Bank Amer Corp 0.6%
Value ($000) $6,382 (+4.3%) Shares 116,036 (-2.1%) Est. Cost $20.63 Unrealized +155.2%
AME Ametek Inc 0.0%
Value ($000) $329 (-44.5%) Shares 1,601 (-49.1%) Est. Cost $66.33 Unrealized +193.0%
MA Mastercard Inc Cl A 0.7%
Value ($000) $8,251 (-3.1%) Shares 14,453 (-3.4%) Est. Cost $205.69 Unrealized +171.7%
TXN Texas Instruments Inc 0.3%
Value ($000) $3,216 (-7.5%) Shares 18,538 (-2.1%) Est. Cost $62.17 Unrealized +174.6%
CVX Chevron Corporation 0.7%
Value ($000) $7,385 (-3.4%) Shares 48,454 (-1.6%) Est. Cost $78.01 Unrealized +94.1%
DHR Danaher Corp 0.2%
Value ($000) $2,219 (+13.0%) Shares 9,692 (-2.1%) Est. Cost $46.61 Unrealized +371.1%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $1,011 (-20.1%) Shares 17,315 (-8.2%) Est. Cost $81.57 Unrealized -20.5%
IWM iShares Tr Russell 2000 Index 0.4%
Value ($000) $4,188 (-5.5%) Shares 17,012 (-7.1%) Est. Cost $202.89 Unrealized
IWR iShares Russell MidCap Index Fund 0.4%
Value ($000) $4,976 (-4.7%) Shares 51,683 (-4.4%) Est. Cost $88.14 Unrealized
KO Coca Cola Co 0.6%
Value ($000) $6,320 (+4.0%) Shares 90,396 (-1.3%) Est. Cost $36.47 Unrealized +90.3%
VZ Verizon Communications 0.2%
Value ($000) $2,099 (-10.1%) Shares 51,546 (-3.0%) Est. Cost $29.16 Unrealized +38.8%
ZTS Zoetis Inc 0.1%
Value ($000) $825 (-21.4%) Shares 6,554 (-8.6%) Est. Cost $107.67 Unrealized +21.0%
DUK Duke Energy Corp New 0.2%
Value ($000) $2,175 (-9.4%) Shares 18,558 (-4.3%) Est. Cost $62.74 Unrealized +93.8%
MCK McKesson Corporation 0.2%
Value ($000) $1,887 (-10.2%) Shares 2,301 (-15.4%) Est. Cost $152.32 Unrealized +435.4%
DOW Dow Inc 0.0%
Value ($000) $207 (-50.3%) Shares 8,851 (-51.2%) Est. Cost $33.11 Unrealized -31.2%
UPS United Parcel Service Inc 0.2%
Value ($000) $2,422 (-7.8%) Shares 24,421 (-22.3%) Est. Cost $93.09 Unrealized -0.4%
PANW Palo Alto Network 0.0%
Value ($000) $429 (-32.3%) Shares 2,327 (-25.1%) Est. Cost $150.84 Unrealized +33.7%
CMCSA Comcast Corp New Cl A 0.1%
Value ($000) $652 (-23.3%) Shares 21,803 (-19.4%) Est. Cost $30.47 Unrealized -6.4%
COP ConocoPhillips 0.2%
Value ($000) $2,414 (-7.2%) Shares 25,785 (-6.2%) Est. Cost $47.03 Unrealized +91.4%
COST Costco Whsl Corp New 0.1%
Value ($000) $1,554 (-10.4%) Shares 1,802 (-3.8%) Est. Cost $378.93 Unrealized +139.0%
D Dominion Energy Inc 0.1%
Value ($000) $1,304 (-12.1%) Shares 22,261 (-8.2%) Est. Cost $51.30 Unrealized +16.5%
AXP American Express Co 0.4%
Value ($000) $4,138 (+4.5%) Shares 11,186 (-6.2%) Est. Cost $88.63 Unrealized +302.8%
GIS General Mills Inc 0.1%
Value ($000) $662 (-20.9%) Shares 14,236 (-14.2%) Est. Cost $39.97 Unrealized +18.7%
SYY Sysco Corp 0.1%
Value ($000) $858 (-16.4%) Shares 11,648 (-6.5%) Est. Cost $55.08 Unrealized +37.1%
AMAT Applied Materials 0.1%
Value ($000) $921 (+21.9%) Shares 3,584 (-2.9%) Est. Cost $116.26 Unrealized +106.0%
NKE Nike, Inc. Class B 0.1%
Value ($000) $942 (-14.6%) Shares 14,785 (-6.5%) Est. Cost $57.55 Unrealized +12.8%
TJX TJX Companies Inc 0.4%
Value ($000) $4,907 (+3.4%) Shares 31,947 (-2.7%) Est. Cost $41.51 Unrealized +255.8%
AWK American Water Works Company 0.1%
Value ($000) $1,452 (-9.4%) Shares 11,126 (-3.3%) Est. Cost $122.93 Unrealized +8.3%
STIP Ishares Tr/0-5 Yr Tips Bd ETF 0.1%
Value ($000) $1,149 (-11.4%) Shares 11,220 (-10.6%) Est. Cost $101.32 Unrealized
SDY State Street SPDR S&P Dividend ETF 0.3%
Value ($000) $3,597 (-3.9%) Shares 25,846 (-3.3%) Est. Cost $127.41 Unrealized
UNH Unitedhealth Group Inc 0.1%
Value ($000) $658 (-18.0%) Shares 1,993 (-14.2%) Est. Cost $336.71 Unrealized +0.1%
PAYC Paycom Software Inc 0.0%
Value ($000) $321 (-30.7%) Shares 2,012 (-9.5%) Est. Cost $182.21 Unrealized -2.9%
CSGP CoStar Group, Inc. 0.0%
Value ($000) $352 (-27.9%) Shares 5,242 (-9.6%) Est. Cost $75.74 Unrealized -6.5%
BRK/B Berkshire Hathaway Inc Cl B 0.3%
Value ($000) $3,195 (-4.1%) Shares 6,357 (-4.1%) Est. Cost $237.57 Unrealized +109.4%
BKR Baker Hughes Company 0.1%
Value ($000) $1,552 (-8.0%) Shares 34,084 (-1.6%) Est. Cost $42.13 Unrealized +12.4%
ADI Analog Devices Inc. 0.1%
Value ($000) $1,330 (-9.1%) Shares 4,904 (-17.6%) Est. Cost $171.93 Unrealized +45.8%
ZJUL Innovator Eqty Def Prot 1yr to July 2026 ETF 0.3%
Value ($000) $3,436 (-3.7%) Shares 118,204 (-4.8%) Est. Cost $27.10 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $2,106 (-5.7%) Shares 9,105 (-3.6%) Est. Cost $106.87 Unrealized +112.7%
ITOT iShares Core S&P Total US Stock Mkt ETF 0.5%
Value ($000) $5,490 (-2.2%) Shares 36,922 (-4.2%) Est. Cost $125.62 Unrealized
MAR Marriott International Inc Class A 0.1%
Value ($000) $1,250 (+10.8%) Shares 4,028 (-7.0%) Est. Cost $195.01 Unrealized +46.3%
GD General Dynamics Corp 0.4%
Value ($000) $4,050 (-2.9%) Shares 12,031 (-1.7%) Est. Cost $126.44 Unrealized +169.6%
DIS Disney Walt Co 0.3%
Value ($000) $2,937 (-4.0%) Shares 25,819 (-3.3%) Est. Cost $67.61 Unrealized +62.0%
C Citigroup Inc Com New 0.1%
Value ($000) $1,407 (+9.3%) Shares 12,057 (-4.9%) Est. Cost $54.49 Unrealized +90.2%
BNDX Vanguard Total Int'l Bond ETF 0.1%
Value ($000) $1,567 (-6.8%) Shares 32,432 (-4.6%) Est. Cost $48.67 Unrealized
NXPI NXP Semiconductors NV 0.1%
Value ($000) $841 (-11.6%) Shares 3,876 (-7.3%) Est. Cost $158.86 Unrealized +34.5%
DRI Darden Restaurants Inc 0.1%
Value ($000) $1,630 (-6.2%) Shares 8,856 (-3.0%) Est. Cost $33.60 Unrealized +441.9%
CAT Caterpillar Inc 0.8%
Value ($000) $9,138 (+1.1%) Shares 15,952 (-15.8%) Est. Cost $156.15 Unrealized +255.7%
KKR KKR & Co Inc 0.1%
Value ($000) $977 (-9.0%) Shares 7,662 (-7.3%) Est. Cost $62.35 Unrealized +99.3%
VB Vanguard Small Cap ETF 1.1%
Value ($000) $12,081 (-0.8%) Shares 46,835 (-2.2%) Est. Cost $219.09 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $1,212 (-7.2%) Shares 25,336 (-2.0%) Est. Cost $33.55 Unrealized +40.4%
TIP Ishares Tr Barclays Tips Bd Fd 0.1%
Value ($000) $599 (-12.8%) Shares 5,447 (-11.7%) Est. Cost $110.47 Unrealized
SHOP Shopify Inc 0.1%
Value ($000) $1,370 (-5.9%) Shares 8,514 (-13.2%) Est. Cost $66.94 Unrealized +139.8%
TFC Truist Finl Corp 0.1%
Value ($000) $1,555 (+5.9%) Shares 31,603 (-1.6%) Est. Cost $35.37 Unrealized +29.5%
AON AON Plc 0.1%
Value ($000) $1,514 (-5.3%) Shares 4,291 (-4.3%) Est. Cost $322.94 Unrealized +8.1%
VWO Vanguard FTSE Emerging Mkt MFC 0.3%
Value ($000) $3,122 (-2.6%) Shares 58,071 (-1.8%) Est. Cost $43.76 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $379 (-18.0%) Shares 6,574 (-6.0%) Est. Cost $29.36 Unrealized +102.2%
DIA SPDR Dow Jones Indl Average ETF Trust 0.3%
Value ($000) $3,204 (+2.6%) Shares 6,668 (-1.0%) Est. Cost $391.13 Unrealized
TGT Target Corp. 0.0%
Value ($000) $395 (-16.9%) Shares 4,040 (-23.7%) Est. Cost $80.92 Unrealized +13.2%
WM Waste Mgmt Inc New 0.0%
Value ($000) $423 (-15.0%) Shares 1,924 (-14.6%) Est. Cost $151.29 Unrealized +40.5%
CME CME Group Inc Class A 0.0%
Value ($000) $419 (-14.1%) Shares 1,535 (-15.0%) Est. Cost $114.66 Unrealized +136.1%
UBER Uber Technologies Inc 0.0%
Value ($000) $323 (-17.5%) Shares 3,952 (-1.1%) Est. Cost $93.52 Unrealized -3.7%
LHX L3Harris Technologies Inc 0.1%
Value ($000) $895 (-7.1%) Shares 3,047 (-3.4%) Est. Cost $189.12 Unrealized +52.5%
NOC Northrup Grumman Corp. 0.0%
Value ($000) $245 (-20.3%) Shares 430 (-14.9%) Est. Cost $484.05 Unrealized +19.6%
PM Philip Morris Intl Inc 0.1%
Value ($000) $822 (-6.6%) Shares 5,126 (-5.6%) Est. Cost $64.08 Unrealized +139.7%
VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 0.1%
Value ($000) $1,296 (-4.3%) Shares 9,039 (-4.8%) Est. Cost $117.49 Unrealized
ETR Entergy Corp 0.1%
Value ($000) $701 (-7.6%) Shares 7,579 (-6.8%) Est. Cost $45.25 Unrealized +108.9%
VBR Vanguard Small Cap Value 0.1%
Value ($000) $854 (-6.2%) Shares 4,033 (-7.5%) Est. Cost $182.52 Unrealized
FISI Financial Institutions, Inc 0.4%
Value ($000) $4,833 (-1.1%) Shares 155,046 (-13.7%) Est. Cost $11.76 Unrealized +148.7%
EFA iShares MSCI EAFE Index Fund 1.5%
Value ($000) $16,376 (-0.3%) Shares 170,529 (-3.1%) Est. Cost $83.63 Unrealized
BNL Broadstone Net Lease Inc 0.1%
Value ($000) $1,049 (-5.0%) Shares 60,412 (-2.2%) Est. Cost $0.02 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $219 (-19.6%) Shares 2,062 (-3.8%) Est. Cost $113.74 Unrealized +1.7%
GLW Corning Inc. 0.1%
Value ($000) $1,651 (+3.3%) Shares 18,861 (-3.2%) Est. Cost $18.02 Unrealized +377.1%
SCHW Schwab Charles Corp 0.3%
Value ($000) $2,848 (+1.8%) Shares 28,503 (-2.7%) Est. Cost $60.25 Unrealized +57.2%
VUG Vanguard Growth ETF 0.1%
Value ($000) $1,534 (-3.1%) Shares 3,144 (-4.8%) Est. Cost $374.01 Unrealized
IVW iShares S&P 500 Growth Index 0.1%
Value ($000) $602 (-7.6%) Shares 4,887 (-9.5%) Est. Cost $96.36 Unrealized
GILD Gilead Sci Inc. 0.1%
Value ($000) $677 (+7.8%) Shares 5,514 (-2.5%) Est. Cost $54.39 Unrealized +122.2%
SNPS Synopsys Inc. 0.1%
Value ($000) $562 (-7.5%) Shares 1,196 (-2.8%) Est. Cost $565.30 Unrealized -21.4%
ABNB Airbnb Inc 0.0%
Value ($000) $481 (+10.3%) Shares 3,541 (-1.4%) Est. Cost $114.18 Unrealized +9.1%
CMC Commercial Metals Co 0.0%
Value ($000) $268 (+17.4%) Shares 3,874 (-2.9%) Est. Cost $54.97 Unrealized +13.5%
MET Metlife, Inc. 0.0%
Value ($000) $335 (-10.2%) Shares 4,248 (-6.3%) Est. Cost $46.21 Unrealized +70.8%
PCAR Paccar Inc Com 0.1%
Value ($000) $1,124 (+3.5%) Shares 10,268 (-7.1%) Est. Cost $88.43 Unrealized +14.5%
YUM Yum Brands Inc. 0.1%
Value ($000) $1,133 (-3.2%) Shares 7,487 (-2.8%) Est. Cost $82.18 Unrealized +79.7%
V Visa 0.2%
Value ($000) $2,621 (+1.4%) Shares 7,472 (-1.3%) Est. Cost $132.33 Unrealized +157.2%
SLB SLB Limited 0.2%
Value ($000) $2,259 (-1.6%) Shares 58,856 (-11.8%) Est. Cost $45.89 Unrealized -21.4%
IWF iShares Russell 1000 Growth 0.3%
Value ($000) $3,545 (-1.0%) Shares 7,489 (-2.0%) Est. Cost $364.51 Unrealized
KLAC KLA Corporation 0.1%
Value ($000) $937 (+3.9%) Shares 771 (-7.8%) Est. Cost $389.89 Unrealized +200.6%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $219 (-13.1%) Shares 9,988 (-5.2%) Est. Cost $12.91 Unrealized +76.1%
IDXX Idexx Labs Inc 0.1%
Value ($000) $706 (+4.7%) Shares 1,043 (-1.1%) Est. Cost $478.19 Unrealized +42.4%
CL Colgate Palmolive Co 0.1%
Value ($000) $1,096 (-2.7%) Shares 13,875 (-1.6%) Est. Cost $56.89 Unrealized +37.6%
SUSB iShares ESG 1-5 Yr USD Corp Bond ETF 0.2%
Value ($000) $1,949 (-1.5%) Shares 77,216 (-1.3%) Est. Cost $25.15 Unrealized
AVGO Broadcom Inc 0.3%
Value ($000) $3,257 (+0.9%) Shares 9,412 (-3.8%) Est. Cost $210.90 Unrealized +69.3%
MLI Mueller Industries Inc 0.0%
Value ($000) $360 (+9.1%) Shares 3,133 (-3.9%) Est. Cost $39.33 Unrealized +173.0%
GSK GSK PLC ADR 0.0%
Value ($000) $292 (+11.2%) Shares 5,962 (-2.2%) Est. Cost $42.88 Unrealized
PRU Prudential Financial Inc 0.1%
Value ($000) $898 (+3.1%) Shares 7,957 (-5.2%) Est. Cost $66.90 Unrealized +59.2%
CRH CRH Plc 0.1%
Value ($000) $771 (-3.1%) Shares 6,175 (-6.9%) Est. Cost $97.65 Unrealized +22.0%
VGK Vanguard MSCI Europe ETF 0.2%
Value ($000) $1,950 (+1.2%) Shares 23,318 (-3.4%) Est. Cost $66.77 Unrealized
IVE iShares S&P 500 Value Index 0.0%
Value ($000) $478 (-4.2%) Shares 2,253 (-6.7%) Est. Cost $197.28 Unrealized
INTU Intuit 0.0%
Value ($000) $450 (-4.0%) Shares 680 (-1.0%) Est. Cost $719.44 Unrealized -8.2%
BSX Boston Scientific Corp 0.0%
Value ($000) $463 (-3.7%) Shares 4,861 (-1.4%) Est. Cost $103.56 Unrealized -5.3%
PIPR Piper Sandler Companies 0.0%
Value ($000) $271 (-6.1%) Shares 798 (-4.1%) Est. Cost $204.96 Unrealized +64.8%
SBUX Starbucks Corp 0.1%
Value ($000) $804 (-2.1%) Shares 9,549 (-1.7%) Est. Cost $81.33 Unrealized +3.3%
TRV Travelers Cos Inc. 0.2%
Value ($000) $2,421 (+0.7%) Shares 8,347 (-3.1%) Est. Cost $100.40 Unrealized +179.5%
EXC Exelon Corp 0.0%
Value ($000) $308 (-5.2%) Shares 7,076 (-2.1%) Est. Cost $41.50 Unrealized +9.6%
FIX Comfort Sys Usa Inc 0.0%
Value ($000) $219 (+8.0%) Shares 235 (-4.5%) Est. Cost $434.87 Unrealized +112.2%
QCOM Qualcomm Inc 0.1%
Value ($000) $1,598 (+1.0%) Shares 9,341 (-1.8%) Est. Cost $47.08 Unrealized +262.8%
ELV Elevance Health Inc 0.1%
Value ($000) $608 (+2.6%) Shares 1,734 (-5.5%) Est. Cost $308.14 Unrealized +9.3%
CB Chubb Limited 0.1%
Value ($000) $1,430 (+1.1%) Shares 4,582 (-8.6%) Est. Cost $124.28 Unrealized +135.3%
PLD Prologis Inc REIT 0.1%
Value ($000) $1,059 (+1.3%) Shares 8,294 (-9.1%) Est. Cost $112.23 Unrealized +10.4%
CTVA Corteva Inc 0.0%
Value ($000) $281 (-4.6%) Shares 4,185 (-3.7%) Est. Cost $55.08 Unrealized +17.2%
USB US Bancorp Del New 0.0%
Value ($000) $247 (+5.7%) Shares 4,638 (-4.2%) Est. Cost $36.45 Unrealized +33.7%
IWD iShares Russell 1000 Value Index Fund 0.2%
Value ($000) $2,276 (+0.6%) Shares 10,822 (-2.6%) Est. Cost $174.47 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $374 (-3.3%) Shares 1,956 (-5.6%) Est. Cost $160.41 Unrealized
GEHC GE Healthcare Technologies Inc 0.0%
Value ($000) $218 (-5.1%) Shares 2,663 (-13.1%) Est. Cost $74.54 Unrealized +4.5%
OSUR Orasure Technologies Inc 0.0%
Value ($000) $28 (-28.7%) Shares 11,599 (-5.4%) Est. Cost $5.23 Unrealized -49.7%
MCHP Microchip Technology Inc. 0.0%
Value ($000) $543 (-1.9%) Shares 8,516 (-1.2%) Est. Cost $26.94 Unrealized +127.7%
NDAQ Nasdaq Stk Mkt Inc 0.1%
Value ($000) $1,064 (+1.0%) Shares 10,951 (-8.0%) Est. Cost $48.13 Unrealized +86.4%
NWE Northwestern Corp 0.0%
Value ($000) $239 (+4.5%) Shares 3,702 (-5.1%) Est. Cost $49.89 Unrealized +25.9%
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $1,373 (+0.7%) Shares 25,448 (-15.8%) Est. Cost $34.97 Unrealized +35.9%
MDT Medtronic PLC 0.1%
Value ($000) $1,115 (-0.9%) Shares 11,603 (-1.7%) Est. Cost $64.20 Unrealized +51.3%
EEM iShares MSCI Emerging Markets 0.2%
Value ($000) $2,044 (+0.5%) Shares 37,354 (-1.9%) Est. Cost $45.86 Unrealized
GEV GE Vernova Inc 0.2%
Value ($000) $1,695 (+0.5%) Shares 2,593 (-5.5%) Est. Cost $212.73 Unrealized +186.3%
HLX Helix Energy Solutions Group Inc 0.0%
Value ($000) $65 (-7.6%) Shares 10,388 (-3.4%) Est. Cost $7.78 Unrealized -14.5%
VPL Vanguard MSCI Pacific ETF 0.1%
Value ($000) $1,020 (-0.5%) Shares 11,279 (-3.3%) Est. Cost $74.18 Unrealized
GVA Granite Construction Inc. 0.0%
Value ($000) $212 (+2.6%) Shares 1,839 (-2.5%) Est. Cost $102.74 Unrealized +4.6%
WBS Webster Fncl Corp. Waterbury Conn. 0.0%
Value ($000) $217 (+1.8%) Shares 3,451 (-3.8%) Est. Cost $59.58 Unrealized -0.3%
BDX Becton Dickinson & Co 0.1%
Value ($000) $745 (+0.5%) Shares 3,840 (-3.1%) Est. Cost $161.70 Unrealized +17.2%
INTC Intel Corp. 0.1%
Value ($000) $857 (-0.3%) Shares 23,215 (-9.4%) Est. Cost $24.71 Unrealized +52.8%
OSIS OSI Systems Inc 0.0%
Value ($000) $215 (-1.1%) Shares 841 (-3.3%) Est. Cost $228.27 Unrealized +14.4%
MMM 3M Company 0.2%
Value ($000) $2,155 (-0.1%) Shares 13,463 (-3.2%) Est. Cost $80.78 Unrealized +102.0%
IWB iShares Tr Russell 1000 Index Fd 0.1%
Value ($000) $569 (+0.2%) Shares 1,525 (-1.9%) Est. Cost $297.54 Unrealized
CCJ Cameco Corp 0.0%
Value ($000) $285 (-0.4%) Shares 3,112 (-8.7%) Est. Cost $53.26 Unrealized +68.9%
BK Bank New York Mellon Corp 0.1%
Value ($000) $962 (-0.1%) Shares 8,286 (-6.2%) Est. Cost $31.85 Unrealized +246.9%
VIGI Vanguard Intl Dividend Appreciation ETF 0.1%
Value ($000) $1,371 (+0.0%) Shares 14,997 (-2.0%) Est. Cost $81.36 Unrealized
EFV iShares MCSI EAFE Value Index Fund 0.0%
Value ($000) $316 (-0.1%) Shares 4,421 (-5.1%) Est. Cost $57.84 Unrealized
SHEL Royal Dutch Shell PLC ADR 0.0%
Value ($000) $209 (+0.1%) Shares 2,847 (-2.6%) Est. Cost $70.41 Unrealized

Unchanged Positions (69)

FNDF Schwab Fundamental Intl Equity ETF 4.3%
Value ($000) $47,819 Shares 1,057,708 Est. Cost $35.54 Unrealized
SPYG State Street SPDR S&P 500 Growth ETF 5.5%
Value ($000) $61,794 Shares 579,137 Est. Cost $80.82 Unrealized
AMZN Amazon Com Inc 1.0%
Value ($000) $11,599 Shares 50,252 Est. Cost $96.16 Unrealized +137.9%
LEN Lennar Corporation 0.1%
Value ($000) $1,497 Shares 14,563 Est. Cost $89.89 Unrealized +34.3%
TT Trane Technologies PLC 0.3%
Value ($000) $3,765 Shares 9,674 Est. Cost $98.19 Unrealized +321.2%
WMT Walmart Inc 0.4%
Value ($000) $4,604 Shares 41,328 Est. Cost $45.44 Unrealized +135.9%
CLX Clorox Co 0.1%
Value ($000) $1,127 Shares 11,175 Est. Cost $96.59 Unrealized +12.1%
NSC Norfolk Southern Corp 0.5%
Value ($000) $5,478 Shares 18,973 Est. Cost $87.96 Unrealized +228.1%
T AT&T Inc. 0.1%
Value ($000) $1,320 Shares 53,131 Est. Cost $13.08 Unrealized +93.3%
HON Honeywell Intl Inc 0.2%
Value ($000) $2,355 Shares 12,071 Est. Cost $96.03 Unrealized +103.1%
CAH Cardinal Health Inc. 0.1%
Value ($000) $675 Shares 3,287 Est. Cost $95.49 Unrealized +96.6%
LMT Lockheed Martin Corp Com 0.5%
Value ($000) $6,013 Shares 12,431 Est. Cost $137.05 Unrealized +247.5%
TLT iShares 20 Year Treasury Bond ETF 0.6%
Value ($000) $6,571 Shares 75,389 Est. Cost $98.10 Unrealized
URI United Rentals Inc 0.1%
Value ($000) $809 Shares 1,000 Est. Cost $423.72 Unrealized +104.6%
CVS CVS Health Corp 0.3%
Value ($000) $2,871 Shares 36,181 Est. Cost $51.04 Unrealized +54.1%
LRCX Lam Resh Corp 0.0%
Value ($000) $505 Shares 2,950 Est. Cost $78.11 Unrealized +98.9%
ESGD iShares Trust MSCI EAFE ESG ETF 0.3%
Value ($000) $3,667 Shares 38,564 Est. Cost $84.17 Unrealized
OTIS Otis Worldwide Corp 0.2%
Value ($000) $2,032 Shares 23,264 Est. Cost $78.91 Unrealized +13.1%
MCD McDonalds Corp 0.9%
Value ($000) $10,117 Shares 33,101 Est. Cost $94.51 Unrealized +222.8%
SYF Synchrony Financial 0.1%
Value ($000) $617 Shares 7,393 Est. Cost $32.98 Unrealized +131.4%
ALL Allstate Corp. 0.2%
Value ($000) $2,124 Shares 10,205 Est. Cost $90.90 Unrealized +124.5%
ROST Ross Stores Inc 0.0%
Value ($000) $525 Shares 2,916 Est. Cost $58.54 Unrealized +184.6%
CRS Carpenter Technology Corporation 0.0%
Value ($000) $302 Shares 960 Est. Cost $217.46 Unrealized +38.2%
ALLE Allegion PLC 0.1%
Value ($000) $566 Shares 3,556 Est. Cost $77.26 Unrealized +115.7%
DOV Dover Corp 0.0%
Value ($000) $437 Shares 2,236 Est. Cost $78.16 Unrealized +132.6%
DE Deere & Co 0.3%
Value ($000) $3,383 Shares 7,267 Est. Cost $69.83 Unrealized +569.8%
STT State Street Corp. 0.0%
Value ($000) $509 Shares 3,947 Est. Cost $60.83 Unrealized +95.6%
AFL Aflac, Inc. 0.3%
Value ($000) $2,946 Shares 26,713 Est. Cost $29.64 Unrealized +270.6%
GDXJ Vaneck Vectors Jr Gold Miners 0.0%
Value ($000) $341 Shares 3,000 Est. Cost $67.59 Unrealized
IXUS iShares Core MSCI Total Instl Stk ETF 0.1%
Value ($000) $1,560 Shares 18,427 Est. Cost $72.50 Unrealized
ZAUG Innovator Eqty Def Prot 1yr to Aug 2026 ETF 0.3%
Value ($000) $3,800 Shares 142,234 Est. Cost $25.87 Unrealized
KSEP Innovator Eqty Def Prot 1yr to Sep 2026 ETF 0.2%
Value ($000) $1,978 Shares 70,922 Est. Cost $25.85 Unrealized
CBU Community Financial System Inc 0.1%
Value ($000) $1,639 Shares 28,530 Est. Cost $51.89 Unrealized +10.2%
IWV iShares Tr Russell 3000 0.1%
Value ($000) $1,493 Shares 3,860 Est. Cost $309.45 Unrealized
GLD Spdr Gold Trust 0.0%
Value ($000) $256 Shares 646 Est. Cost $355.47 Unrealized
SNA Snap-On Inc. 0.2%
Value ($000) $2,124 Shares 6,164 Est. Cost $93.19 Unrealized +265.4%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $955 Shares 14,208 Est. Cost $57.41 Unrealized
EXR Extra Space Storage Inc 0.0%
Value ($000) $240 Shares 1,840 Est. Cost $121.22 Unrealized +11.4%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $468 Shares 2,887 Est. Cost $70.71 Unrealized +120.9%
CNI Canadian Natl Ry Co 0.0%
Value ($000) $427 Shares 4,320 Est. Cost $48.76 Unrealized +97.2%
CSX CSX Corp 0.1%
Value ($000) $695 Shares 19,184 Est. Cost $26.67 Unrealized +33.9%
ZMAR Innovator Eqty Def Prot 1 Yr to March 2026 0.1%
Value ($000) $934 Shares 33,980 Est. Cost $25.79 Unrealized
IWN iShares Russell 2000 Value 0.0%
Value ($000) $525 Shares 2,896 Est. Cost $152.30 Unrealized
ESGE iShares MSCI Emerging Mkts ESG Optimized ETF 0.1%
Value ($000) $1,274 Shares 28,840 Est. Cost $36.41 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $955 Shares 4,345 Est. Cost $191.05 Unrealized
EMR Emerson Elec Co 0.1%
Value ($000) $1,654 Shares 12,459 Est. Cost $52.37 Unrealized +152.8%
VTI Vanguard Total Stock Mkt Index ETF 0.0%
Value ($000) $493 Shares 1,469 Est. Cost $268.98 Unrealized
IWO iShares Russell 2000 Growth 0.1%
Value ($000) $1,040 Shares 3,219 Est. Cost $262.53 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $411 Shares 925 Est. Cost $335.83 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $417 Shares 15,900 Est. Cost $34.19 Unrealized
IJH iShares TR Core S&P Mid-Cap ETF 0.2%
Value ($000) $2,490 Shares 37,733 Est. Cost $62.32 Unrealized
ZFEB Innovator Eqty Def Prot 1 Yr to Feb 2027 ETF 0.1%
Value ($000) $1,044 Shares 41,142 Est. Cost $23.84 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $324 Shares 9,936 Est. Cost $41.64 Unrealized
IWS iShares Russell Midcap Value Index Fund 0.1%
Value ($000) $682 Shares 4,838 Est. Cost $132.25 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $537 Shares 1,194 Est. Cost $185.25 Unrealized +139.3%
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $210 Shares 509 Est. Cost $402.42 Unrealized
SCHP Schwab Strategic Tr Us Tips ETF 0.0%
Value ($000) $314 Shares 11,854 Est. Cost $38.60 Unrealized
PWR Quanta Services, Inc. 0.0%
Value ($000) $236 Shares 560 Est. Cost $320.76 Unrealized +36.9%
MKC McCormick & Co Inc 0.0%
Value ($000) $267 Shares 3,922 Est. Cost $45.36 Unrealized +45.3%
USMV iShares Tr MSCI USA Min Vol USA ETF 0.0%
Value ($000) $400 Shares 4,249 Est. Cost $91.21 Unrealized
MTB M&T Bk Corp 0.0%
Value ($000) $204 Shares 1,014 Est. Cost $193.71 Unrealized -1.9%
FQAL Fidelity Quality Factor ETF 0.0%
Value ($000) $325 Shares 4,296 Est. Cost $70.31 Unrealized
ED Cons Edison Inc 0.0%
Value ($000) $298 Shares 3,003 Est. Cost $97.33 Unrealized +1.5%
TIPX State Street SPDR Bloomberg 1-10 Yr TIPS ETF 0.0%
Value ($000) $266 Shares 13,950 Est. Cost $18.59 Unrealized
SCZ iShares MSCI EAFE Small Cap Index 0.0%
Value ($000) $280 Shares 3,616 Est. Cost $67.70 Unrealized
STPZ Pimco ETF TR 1-5 YR US TIPS INDEX FD 0.0%
Value ($000) $223 Shares 4,150 Est. Cost $51.64 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $339 Shares 2,000 Est. Cost $94.57 Unrealized +77.5%
BRK/A Berkshire Hathaway Inc Del Cl A 0.1%
Value ($000) $1,510 Shares 2 Est. Cost $466851.03 Unrealized +59.9%
IPAC iShares Core MSCI Pacific ETF 0.0%
Value ($000) $209 Shares 2,854 Est. Cost $73.43 Unrealized