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Bragg Financial Advisors, Inc
administrator de active · portofoliu $3.74 mld. · 363 poziții · raport la 30.06.2026
Poziții în Acțiuni raport pentru 30.06.2026, depus 12.08.2026; modificare — față de 31.03.2026 · 376
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare Trimestrială |
|---|---|---|---|---|
| Applied Materials Inc US:AMAT | 143 808 | $104 mil. | 2.78% | −5 158 |
| Apple Inc. US:AAPL | 300 663 | $87.0 mil. | 2.33% | −778 |
| TD SYNNEX CORP US:SNX | 274 794 | $73.5 mil. | 1.97% | −39 790 |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 290 690 | $70.6 mil. | 1.89% | −5 670 |
| Microsoft Corporation US:MSFT | 173 801 | $64.8 mil. | 1.73% | +3 371 |
| Alphabet Inc. US:GOOG | 178 691 | $63.1 mil. | 1.69% | −2 309 |
| Corning Incorporated US:GLW | 237 059 | $60.6 mil. | 1.62% | −14 201 |
| UGI Corporation US:UGI | 1 732 179 | $59.8 mil. | 1.60% | +410 474 |
| Arrow Electronics Inc US:ARW | 268 624 | $57.3 mil. | 1.53% | +427 |
| Advanced Micro Devices Inc US:AMD | 92 512 | $53.7 mil. | 1.44% | −5 777 |
| Vanguard Small-Cap Growth In… US:VBK · ETF | 139 930 | $51.2 mil. | 1.37% | +2 002 |
| Vishay Intertechnology Inc US:VSH | 936 226 | $50.4 mil. | 1.35% | −918 615 |
| RLI Corp US:RLI | 848 126 | $50.1 mil. | 1.34% | +37 008 |
| Vanguard 0-3 Month Treasury… US:VBIL · ETF | 606 182 | $45.9 mil. | 1.23% | +380 |
| ServisFirst Bancshares Inc US:SFBS | 519 730 | $45.1 mil. | 1.21% | +78 896 |
| NewJersey Resources Corporat… US:NJR | 803 472 | $45.0 mil. | 1.20% | +50 039 |
| JBTMarel Corp US:JBTM | 310 432 | $45.0 mil. | 1.20% | +97 083 |
| Broadcom Inc. US:AVGO | 118 404 | $44.7 mil. | 1.20% | +1 753 |
| Cisco Systems Inc US:CSCO | 339 458 | $39.9 mil. | 1.07% | −10 647 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 459 273 | $39.6 mil. | 1.06% | +382 940 |
| Oshkosh Corporation US:OSK | 257 195 | $39.5 mil. | 1.06% | −203 |
| CNO Financial Group Inc US:CNO | 774 053 | $39.5 mil. | 1.06% | +40 407 |
| Vanguard Total International… US:VXUS · ETF | 446 466 | $38.2 mil. | 1.02% | +8 142 |
| Littelfuse Inc US:LFUS | 82 212 | $37.4 mil. | 1.00% | −17 836 |
| NVIDIA Corporation US:NVDA | 184 191 | $36.9 mil. | 0.99% | +19 842 |
| Axos Financial Inc US:AX | 377 229 | $36.7 mil. | 0.98% | +21 361 |
| Dorman Products Inc US:DORM | 266 043 | $36.3 mil. | 0.97% | +23 747 |
| Vanguard Mid-Cap Value Index… US:VOE · ETF | 182 391 | $36.0 mil. | 0.96% | +3 353 |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 117 556 | $36.0 mil. | 0.96% | +4 372 |
| Vanguard Value Index Fund ET… US:VTV · ETF | 164 170 | $35.8 mil. | 0.96% | +1 005 |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 704 588 | $35.6 mil. | 0.95% | +51 897 |
| Vontier Corp US:VNT | 1 224 163 | $35.5 mil. | 0.95% | nouă |
| Ingles Markets Incorporated US:IMKTA | 388 582 | $34.4 mil. | 0.92% | +8 767 |
| Meta Platforms, Inc. US:META | 60 686 | $34.2 mil. | 0.91% | +4 881 |
| MSC Industrial Direct Compan… US:MSM | 281 492 | $33.5 mil. | 0.90% | −769 |
| Amazon.com, Inc. US:AMZN | 139 962 | $33.4 mil. | 0.89% | +991 |
| PVH CORP. US:PVH | 446 888 | $33.2 mil. | 0.89% | +28 528 |
| JPMorgan Chase & Co. US:JPM | 101 376 | $33.2 mil. | 0.89% | +2 008 |
| Nelnet Inc US:NNI | 248 493 | $33.1 mil. | 0.89% | +21 711 |
| First American Corporation US:FAF | 459 318 | $31.5 mil. | 0.84% | +13 325 |
| Terex Corporation US:TEX | 428 385 | $31.0 mil. | 0.83% | −2 155 |
| SCHOLASTIC CORP US:SCHL | 672 247 | $30.9 mil. | 0.83% | −304 |
| MDU Resources Group Inc US:MDU | 1 451 057 | $30.8 mil. | 0.82% | −797 |
| InterDigital Inc US:IDCC | 108 328 | $30.7 mil. | 0.82% | −1 811 |
| American Express Company US:AXP | 90 144 | $30.5 mil. | 0.82% | −185 |
| Synaptics Incorporated US:SYNA | 239 514 | $29.8 mil. | 0.80% | −119 759 |
| EATON CORP PLC CUSIP G29183103 | 69 220 | $29.5 mil. | 0.79% | +372 |
| MGIC INVESTMENT CORP US:MTG | 1 025 440 | $28.9 mil. | 0.77% | +813 |
| AGCO Corporation US:AGCO | 240 205 | $28.8 mil. | 0.77% | +465 |
| Oracle Corporation US:ORCL | 195 716 | $28.7 mil. | 0.77% | +1 260 |
| Sprouts Farmers Market LLC US:SFM | 337 925 | $28.6 mil. | 0.76% | +47 508 |
| EPLUS INC US:PLUS | 311 913 | $26.0 mil. | 0.69% | +3 258 |
| Levi Strauss & Co Class A US:LEVI | 1 032 963 | $25.6 mil. | 0.69% | +81 257 |
| Advance Auto Parts Inc US:AAP | 412 050 | $25.6 mil. | 0.69% | +36 091 |
| G-III Apparel Group Ltd US:GIII | 758 411 | $25.6 mil. | 0.68% | +22 481 |
| ASML HLDG NV CUSIP N07059210 | 12 779 | $25.4 mil. | 0.68% | −256 |
| UPBOUND GROUP, INC. US:UPBD | 1 189 215 | $25.2 mil. | 0.68% | +66 277 |
| Taiwan Semiconductor Manufac… US:TSM | 51 236 | $24.5 mil. | 0.65% | +4 097 |
| Darling Ingredients Inc US:DAR | 446 355 | $24.4 mil. | 0.65% | +90 094 |
| Walmart Inc. US:WMT | 212 224 | $24.0 mil. | 0.64% | −6 681 |
| Horace Mann Educators Corpor… US:HMN | 454 836 | $23.5 mil. | 0.63% | −540 |
| Ducommun Incorporated US:DCO | 120 832 | $22.4 mil. | 0.60% | −141 |
| Johnson & Johnson US:JNJ | 87 186 | $22.1 mil. | 0.59% | −1 495 |
| BANK OF N T BUTTERFIELD & SO CUSIP G0772R208 | 370 899 | $22.1 mil. | 0.59% | +215 361 |
| RTX Corporation US:RTX | 113 937 | $21.6 mil. | 0.58% | +401 |
| GE Aerospace US:GE | 55 316 | $20.7 mil. | 0.55% | +1 126 |
| International Business Machi… US:IBM | 71 940 | $20.2 mil. | 0.54% | +2 487 |
| Royal Bank of Canada US:RY | 97 623 | $20.2 mil. | 0.54% | −932 |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 241 237 | $19.9 mil. | 0.53% | +13 593 |
| The TJX Companies Inc US:TJX | 131 176 | $19.9 mil. | 0.53% | +1 740 |
| McDonald’s Corporation US:MCD | 70 908 | $19.2 mil. | 0.51% | +1 289 |
| The Home Depot Inc US:HD | 53 555 | $18.9 mil. | 0.51% | +965 |
| Science Applications Interna… US:SAIC | 167 982 | $18.5 mil. | 0.50% | −722 |
| AbbVie Inc US:ABBV | 73 634 | $18.5 mil. | 0.50% | −429 |
| FABRINET CUSIP G3323L100 | 32 610 | $18.3 mil. | 0.49% | −25 722 |
| Amgen Inc US:AMGN | 50 553 | $18.3 mil. | 0.49% | −500 |
| COSTCO WHOLESALE CORP /NEW US:COST | 19 444 | $18.2 mil. | 0.49% | +179 |
| Progressive Corp US:PGR | 82 939 | $18.1 mil. | 0.48% | +4 074 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 36 881 | $18.1 mil. | 0.48% | +1 178 |
| Eli Lilly and Company US:LLY | 14 937 | $17.9 mil. | 0.48% | +816 |
| Alphabet Inc. US:GOOGL | 48 072 | $17.2 mil. | 0.46% | −415 |
| People Inc US:PPLI | 367 731 | $17.0 mil. | 0.45% | −1 495 |
| Union Pacific Corporation US:UNP | 61 726 | $16.8 mil. | 0.45% | +1 266 |
| ExxonMobil Holdings Corp US:XOM | 121 178 | $16.6 mil. | 0.44% | −6 077 |
| Mastercard Inc US:MA | 31 964 | $16.4 mil. | 0.44% | +761 |
| MERCK & CO INC US:MRK | 125 805 | $16.2 mil. | 0.43% | −7 208 |
| Vanguard Russell 2000 Value… US:VTWV · ETF | 82 247 | $16.1 mil. | 0.43% | −1 456 |
| Booking Holdings Inc US:BKNG | 89 476 | $15.9 mil. | 0.43% | +86 101 |
| Avantis® U.S. Small Cap Valu… US:AVUV · ETF | 121 517 | $15.2 mil. | 0.41% | +17 594 |
| Walt Disney Co US:DIS | 157 482 | $15.2 mil. | 0.41% | +6 134 |
| Procter & Gamble Company US:PG | 102 879 | $15.1 mil. | 0.40% | +2 608 |
| Raymond James Financial Inc. US:RJF | 98 827 | $15.0 mil. | 0.40% | +2 358 |
| Ameriprise Financial Inc US:AMP | 32 235 | $14.8 mil. | 0.40% | −472 |
| Southern Company US:SO | 148 316 | $14.2 mil. | 0.38% | +1 892 |
| Tesla, Inc. US:TSLA | 33 299 | $14.0 mil. | 0.37% | +1 232 |
| UNITEDHEALTH GROUP INC US:UNH | 33 058 | $13.7 mil. | 0.37% | −87 |
| Danaher Corporation US:DHR | 69 438 | $13.2 mil. | 0.35% | +1 108 |
| UNITIL Corporation US:UTL | 243 573 | $12.8 mil. | 0.34% | nouă |
| BlackRock Inc US:BLK | 12 317 | $11.8 mil. | 0.32% | +460 |
| Deere & Company US:DE | 18 307 | $11.6 mil. | 0.31% | +1 428 |
| Palo Alto Networks Inc US:PANW | 33 678 | $11.5 mil. | 0.31% | +1 282 |
| Texas Instruments Incorporat… US:TXN | 38 070 | $11.3 mil. | 0.30% | −1 778 |
| ConocoPhillips US:COP | 108 419 | $11.3 mil. | 0.30% | +4 310 |
| Shell PLC US:SHEL | 139 235 | $10.8 mil. | 0.29% | +4 310 |
| iShares National Muni Bond E… US:MUB · ETF | 100 248 | $10.8 mil. | 0.29% | +3 235 |
| ABBOTT LABORATORIES US:ABT | 116 649 | $10.6 mil. | 0.28% | +1 455 |
| Blackstone Inc. US:BX | 89 518 | $10.5 mil. | 0.28% | +5 410 |
| T-Mobile US Inc US:TMUS | 62 000 | $10.4 mil. | 0.28% | +8 881 |
| Prologis Inc US:PLD | 74 372 | $10.1 mil. | 0.27% | −2 008 |
| Rio Tinto ADR US:RIO | 100 502 | $9.54 mil. | 0.26% | −2 103 |
| Nextera Energy Inc US:NEE | 103 969 | $9.13 mil. | 0.24% | +3 898 |
| Comcast Holdings Corp US:CMCSA | 369 639 | $9.07 mil. | 0.24% | +37 033 |
| PepsiCo Inc US:PEP | 64 944 | $8.79 mil. | 0.24% | −7 180 |
| iShares Short-Term National… US:SUB · ETF | 80 646 | $8.59 mil. | 0.23% | +8 910 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 11 465 | $8.56 mil. | 0.23% | +121 |
| Salesforce.com Inc US:CRM | 50 563 | $7.92 mil. | 0.21% | −1 092 |
| Honeywell International Inc US:HON | 34 732 | $7.78 mil. | 0.21% | nouă |
| Thermo Fisher Scientific Inc US:TMO | 15 397 | $7.72 mil. | 0.21% | +749 |
| Honeywell Aerospace Inc US:HONA | 34 688 | $7.67 mil. | 0.21% | nouă |
| Equinix Inc US:EQIX | 7 209 | $7.51 mil. | 0.20% | −136 |
| STRYKER CORP US:SYK | 23 626 | $7.44 mil. | 0.20% | +1 448 |
| KLA Corporation US:KLAC | 24 606 | $7.42 mil. | 0.20% | +24 356 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 59 470 | $7.40 mil. | 0.20% | −1 229 |
| STARBUCKS CORP US:SBUX | 69 784 | $7.13 mil. | 0.19% | −1 803 |
| Graco Inc US:GGG | 91 094 | $6.89 mil. | 0.18% | −74 |
| Lowe's Companies Inc US:LOW | 30 414 | $6.71 mil. | 0.18% | −636 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 13 397 | $6.70 mil. | 0.18% | −338 |
| Five Star Bancorp US:FSBC | 137 061 | $6.67 mil. | 0.18% | +522 |
| Adobe Systems Incorporated US:ADBE | 32 275 | $6.62 mil. | 0.18% | −112 |
| GE Vernova LLC US:GEV | 5 608 | $6.59 mil. | 0.18% | −156 |
| Pfizer Inc US:PFE | 271 406 | $6.54 mil. | 0.17% | −2 133 |
| QUALCOMM INC/DE US:QCOM | 34 053 | $6.29 mil. | 0.17% | −58 630 |
| Caterpillar Inc US:CAT | 5 666 | $6.03 mil. | 0.16% | +14 |
| LINDE PLC CUSIP G54950103 | 11 527 | $5.98 mil. | 0.16% | +1 390 |
| Everus Construction Group In… US:ECG | 35 823 | $5.94 mil. | 0.16% | −2 888 |
| BXP, Inc. US:BXP | 85 743 | $5.69 mil. | 0.15% | +3 727 |
| Chevron Corp US:CVX | 34 065 | $5.65 mil. | 0.15% | −826 |
| Nike Inc US:NKE | 135 221 | $5.55 mil. | 0.15% | +23 727 |
| CSW Industrials, Inc. US:CSW | 19 828 | $5.52 mil. | 0.15% | −61 |
| Amphenol Corporation US:APH | 31 052 | $5.48 mil. | 0.15% | +28 700 |
| DFA Investment Dimensions Gr… US:DFAT · ETF | 77 148 | $5.39 mil. | 0.14% | −3 787 |
| Public Storage US:PSA | 16 758 | $5.33 mil. | 0.14% | +6 171 |
| Netflix Inc US:NFLX | 74 498 | $5.32 mil. | 0.14% | +8 593 |
| Sherwin-Williams Co US:SHW | 14 966 | $5.15 mil. | 0.14% | +2 522 |
| LB Foster Company US:FSTR | 113 882 | $5.14 mil. | 0.14% | −1 |
| Air Products and Chemicals I… US:APD | 15 610 | $4.58 mil. | 0.12% | −2 105 |
| Duke Energy CORP US:DUK | 35 710 | $4.52 mil. | 0.12% | −1 050 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 6 | $4.49 mil. | 0.12% | — |
| Fiserv, Inc. US:FISV | 90 309 | $4.43 mil. | 0.12% | +18 757 |
| The Bank of New York Mellon… US:BNY | 28 687 | $4.15 mil. | 0.11% | −369 |
| Constellation Energy Corp US:CEG | 16 690 | $4.15 mil. | 0.11% | +1 758 |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 12 029 | $4.14 mil. | 0.11% | −302 |
| Graphic Packaging Holding Co… US:GPK | 385 675 | $4.08 mil. | 0.11% | −2 253 |
| Intel Corporation US:INTC | 28 809 | $4.02 mil. | 0.11% | −161 |
| Prudential Financial, Inc. US:PRU | 36 276 | $3.92 mil. | 0.10% | −6 116 |
| Chipotle Mexican Grill Inc US:CMG | 115 019 | $3.91 mil. | 0.10% | +21 245 |
| Concentrix Corporation US:CNXC | 173 745 | $3.89 mil. | 0.10% | +36 516 |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 12 801 | $3.88 mil. | 0.10% | −38 |
| SPDR® Nuveen Bloomberg Short… US:SHM · ETF | 80 113 | $3.84 mil. | 0.10% | +9 |
| Truist Financial Corp US:TFC | 76 465 | $3.81 mil. | 0.10% | −7 721 |
| Vanguard Total Stock Market… US:VTI · ETF | 10 294 | $3.81 mil. | 0.10% | −410 |
| Palantir Technologies Inc. US:PLTR | 32 631 | $3.81 mil. | 0.10% | +31 135 |
| iShares TIPS Bond ETF US:TIP · ETF | 34 190 | $3.74 mil. | 0.10% | +2 324 |
| Valero Energy Corporation US:VLO | 14 306 | $3.73 mil. | 0.10% | −731 |
| Vanguard Mortgage-Backed Sec… US:VMBS · ETF | 79 225 | $3.71 mil. | 0.10% | +2 962 |
| Technology Select Sector SPD… US:XLK · ETF | 18 556 | $3.54 mil. | 0.09% | −1 131 |
| Bank of America Corp US:BAC | 61 659 | $3.51 mil. | 0.09% | +764 |
| ServiceNow Inc US:NOW | 35 000 | $3.47 mil. | 0.09% | +1 644 |
| PayPal Holdings Inc US:PYPL | 80 156 | $3.46 mil. | 0.09% | −5 699 |
| The Coca-Cola Company US:KO | 42 143 | $3.42 mil. | 0.09% | −47 380 |
| Hershey Co US:HSY | 19 033 | $3.34 mil. | 0.09% | −177 |
| GENERAL DYNAMICS CORP US:GD | 9 252 | $3.28 mil. | 0.09% | −75 |
| SPDR® Nuveen Bloomberg High… US:HYMB · ETF | 127 558 | $3.25 mil. | 0.09% | +24 216 |
| Vanguard Intermediate-Term T… US:VGIT · ETF | 54 048 | $3.19 mil. | 0.09% | +2 149 |
| Allegheny Technologies Incor… US:ATI | 15 985 | $3.15 mil. | 0.08% | — |
| Vanguard Information Technol… US:VGT · ETF | 25 778 | $3.08 mil. | 0.08% | +22 522 |
| WW Grainger Inc US:GWW | 2 223 | $3.02 mil. | 0.08% | −127 |
| Vanguard Russell 2000 Growth… US:VTWG · ETF | 10 450 | $3.01 mil. | 0.08% | +237 |
| iShares U.S. Technology ETF US:IYW · ETF | 11 615 | $2.93 mil. | 0.08% | −64 |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 19 744 | $2.92 mil. | 0.08% | −187 |
| iShares Core S&P 500 ETF US:IVV · ETF | 3 693 | $2.77 mil. | 0.07% | −51 |
| Vanguard S&P 500 ETF US:VOO · ETF | 3 903 | $2.68 mil. | 0.07% | +110 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 32 069 | $2.58 mil. | 0.07% | +23 968 |
| Quanta Services Inc US:PWR | 3 570 | $2.57 mil. | 0.07% | +27 |
| Live Oak Bancshares, Inc. US:LOB | 59 402 | $2.43 mil. | 0.06% | — |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 33 691 | $2.40 mil. | 0.06% | −1 116 |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 30 027 | $2.34 mil. | 0.06% | +825 |
| T. Rowe Price Group Inc US:TROW | 19 516 | $2.22 mil. | 0.06% | −1 606 |
| iShares Broad USD High Yield… US:USHY · ETF | 59 561 | $2.20 mil. | 0.06% | +4 831 |
| Communication Services Selec… US:XLC · ETF | 19 716 | $2.11 mil. | 0.06% | −203 |
| DARDEN RESTAURANTS INC US:DRI | 10 103 | $2.08 mil. | 0.06% | −215 |
| Goldman Sachs Group Inc US:GS | 2 045 | $2.07 mil. | 0.06% | — |
| Vanguard Dividend Appreciati… US:VIG · ETF | 8 299 | $1.96 mil. | 0.05% | −145 |
| Trane Technologies plc US:TT | 23 721 | $1.94 mil. | 0.05% | −276 |
| Centene Corp US:CNC | 30 000 | $1.93 mil. | 0.05% | — |
| Uber Technologies Inc US:UBER | 26 091 | $1.88 mil. | 0.05% | nouă |
| Vanguard Russell 1000 Index… US:VONE · ETF | 5 238 | $1.77 mil. | 0.05% | — |
| Invesco FTSE RAFI US 1000 ET… US:PRF · ETF | 32 710 | $1.77 mil. | 0.05% | −622 |
| Flowers Foods Inc US:FLO | 223 073 | $1.76 mil. | 0.05% | — |
| Vanguard Total International… US:BNDX · ETF | 36 176 | $1.75 mil. | 0.05% | +1 132 |
| Elevance Health Inc US:ELV | 4 503 | $1.74 mil. | 0.05% | — |
| Exelon Corporation US:EXC | 37 258 | $1.74 mil. | 0.05% | −2 548 |
| Phillips 66 US:PSX | 10 202 | $1.72 mil. | 0.05% | −126 |
| Becton Dickinson and Company US:BDX | 11 313 | $1.71 mil. | 0.05% | −2 065 |
| Dimensional US Marketwide Va… US:DFUV · ETF | 29 836 | $1.64 mil. | 0.04% | — |
| Zoetis Inc US:ZTS | 22 371 | $1.61 mil. | 0.04% | +4 798 |
| Vanguard S&P 500 Value Index… US:VOOV · ETF | 7 138 | $1.56 mil. | 0.04% | +249 |
| Dell Technologies Inc. US:DELL | 3 535 | $1.53 mil. | 0.04% | +113 |
| Bristol-Myers Squibb Company US:BMY | 26 357 | $1.52 mil. | 0.04% | −2 528 |
| iShares Russell 2000 Growth… US:IWO · ETF | 3 842 | $1.51 mil. | 0.04% | — |
| Fidelity Covington Trust US:FELG · ETF | 34 348 | $1.50 mil. | 0.04% | nouă |
| Micron Technology Inc US:MU | 1 295 | $1.49 mil. | 0.04% | +100 |
| iShares S&P Small-Cap 600 Va… US:IJS · ETF | 10 908 | $1.49 mil. | 0.04% | −150 |
| iShares S&P Small-Cap 600 Gr… US:IJT · ETF | 8 283 | $1.48 mil. | 0.04% | −28 |
| iShares Russell 2000 ETF US:IWM · ETF | 4 778 | $1.44 mil. | 0.04% | +396 |
| iShares S&P Mid-Cap 400 Grow… US:IJK · ETF | 11 806 | $1.39 mil. | 0.04% | −48 |
| Vanguard Health Care Index F… US:VHT · ETF | 4 593 | $1.37 mil. | 0.04% | −586 |
| PIMCO Intermediate Municipal… US:MUNI · ETF | 25 457 | $1.34 mil. | 0.04% | +13 471 |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 22 000 | $1.31 mil. | 0.04% | −1 939 |
| Colgate-Palmolive Company US:CL | 13 967 | $1.28 mil. | 0.03% | −587 |
| Vanguard ESG US Stock US:ESGV · ETF | 9 557 | $1.26 mil. | 0.03% | −256 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 8 502 | $1.26 mil. | 0.03% | — |
| Visa Inc. Class A US:V | 3 672 | $1.26 mil. | 0.03% | −118 |
| SPDR® MSCI ACWI ex-US ETF US:CWI · ETF | 30 041 | $1.22 mil. | 0.03% | — |
| SPDR® S&P 500 Fossil Fuel Re… US:SPYX · ETF | 19 584 | $1.20 mil. | 0.03% | −575 |
| Coca-Cola Consolidated Inc. US:COKE | 6 113 | $1.17 mil. | 0.03% | −250 |
| iShares ESG Aware MSCI USA S… US:ESML · ETF | 20 730 | $1.16 mil. | 0.03% | −764 |
| 3M Company US:MMM | 6 889 | $1.12 mil. | 0.03% | −63 |
| Dimensional International Va… US:DFIV · ETF | 20 004 | $1.08 mil. | 0.03% | nouă |
| AFLAC INC US:AFL | 9 209 | $1.08 mil. | 0.03% | — |
| iShares ESG Aware MSCI EAFE… US:ESGD · ETF | 10 382 | $1.07 mil. | 0.03% | −173 |
| MARRIOTT INTERNATIONAL INC US:MAR | 2 833 | $1.05 mil. | 0.03% | −55 |
| Qnity Electronics, Inc US:Q | 6 425 | $1.05 mil. | 0.03% | −883 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 10 179 | $982 mii | 0.03% | −1 231 |
| WELLS FARGO & COMPANY/MN US:WFC | 11 695 | $966 mii | 0.03% | −234 |
| Automatic Data Processing In… US:ADP | 4 305 | $964 mii | 0.03% | −131 |
| SPDR® Nuveen Bloomberg Munic… US:TFI · ETF | 20 962 | $960 mii | 0.03% | +3 287 |
| Dupont De Nemours Inc US:DD | 6 975 | $946 mii | 0.03% | nouă |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 8 234 | $908 mii | 0.02% | +685 |
| iShares MSCI EAFE ETF US:EFA · ETF | 8 652 | $899 mii | 0.02% | −52 |
| Ball Corporation US:BALL | 14 134 | $882 mii | 0.02% | −465 |
| Carrier Global Corp US:CARR | 11 839 | $868 mii | 0.02% | +24 |
| Verizon Communications Inc US:VZ | 20 064 | $850 mii | 0.02% | +1 712 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 11 011 | $849 mii | 0.02% | — |
| Nuveen ESG Small-Cap ETF US:NUSC · ETF | 15 918 | $830 mii | 0.02% | −441 |
| Analog Devices Inc US:ADI | 2 074 | $824 mii | 0.02% | +17 |
| Yum! Brands Inc US:YUM | 5 020 | $802 mii | 0.02% | — |
| Avantis® International Small… US:AVDV · ETF | 7 474 | $770 mii | 0.02% | +767 |
| SYSCO CORP US:SYY | 9 189 | $768 mii | 0.02% | −622 |
| Invesco QQQ Trust US:QQQ · ETF | 989 | $728 mii | 0.02% | −258 |
| iShares Russell Mid-Cap Grow… US:IWP · ETF | 4 964 | $727 mii | 0.02% | — |
| iShares Russell 1000 Growth… US:IWF · ETF | 5 804 | $721 mii | 0.02% | +3 976 |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 4 377 | $720 mii | 0.02% | — |
| ALLEGION PLC CUSIP G0176J109 | 5 123 | $720 mii | 0.02% | −80 |
| Deckers Outdoor Corporation US:DECK | 7 154 | $710 mii | 0.02% | −1 887 |
| SCHWAB CHARLES CORP US:SCHW | 7 687 | $709 mii | 0.02% | −128 |
| Mondelez International Inc US:MDLZ | 11 970 | $692 mii | 0.02% | −27 |
| SPDR Barclays Intermediate T… US:SPIB · ETF | 20 538 | $687 mii | 0.02% | +467 |
| Financial Select Sector SPDR… US:XLF · ETF | 12 775 | $685 mii | 0.02% | −444 |
| The Boeing Company US:BA | 3 156 | $683 mii | 0.02% | −100 |
| Dominion Energy Inc US:D | 9 931 | $678 mii | 0.02% | +1 006 |
| Vanguard High Dividend Yield… US:VYM · ETF | 4 255 | $672 mii | 0.02% | −127 |
| Fortive Corp US:FTV | 10 896 | $666 mii | 0.02% | +370 |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 11 384 | $663 mii | 0.02% | +802 |
| Schwab U.S. TIPS ETF US:SCHP · ETF | 24 621 | $652 mii | 0.02% | — |
| SPDR Portfolio Mortgage Back… US:SPMB · ETF | 28 804 | $643 mii | 0.02% | +5 010 |
| MasTec Inc US:MTZ | 1 521 | $633 mii | 0.02% | −160 |
| Vanguard ESG International S… US:VSGX · ETF | 7 663 | $631 mii | 0.02% | — |
| General Mills Inc US:GIS | 18 084 | $629 mii | 0.02% | −515 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 892 | $628 mii | 0.02% | — |
| Vanguard FTSE Pacific Index… US:VPL · ETF | 5 275 | $610 mii | 0.02% | — |
| iShares 0-3 Month Treasury B… US:SGOV · ETF | 6 014 | $605 mii | 0.02% | −78 |
| iShares MSCI ACWI ex U.S. ET… US:ACWX · ETF | 7 943 | $605 mii | 0.02% | — |
| Vanguard Consumer Staples In… US:VDC · ETF | 2 642 | $596 mii | 0.02% | −359 |
| PPG Industries Inc US:PPG | 4 855 | $589 mii | 0.02% | −4 080 |
| CrowdStrike Holdings, Inc. US:CRWD | 763 | $582 mii | 0.02% | −129 |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 7 253 | $573 mii | 0.02% | +214 |
| Vanguard Industrials Index F… US:VIS · ETF | 1 579 | $569 mii | 0.02% | −221 |
| Invesco FTSE RAFI US 1500 Sm… US:PRFZ · ETF | 10 055 | $561 mii | 0.02% | −100 |
| Capital Group International… US:CGXU · ETF | 15 825 | $548 mii | 0.01% | nouă |
| Vanguard S&P 500 Growth Inde… US:VOOG · ETF | 6 582 | $544 mii | 0.01% | +5 379 |
| Industrial Select Sector SPD… US:XLI · ETF | 2 891 | $536 mii | 0.01% | −287 |
| Vanguard Communication Servi… US:VOX · ETF | 2 897 | $533 mii | 0.01% | +1 |
| Vanguard Consumer Discretion… US:VCR · ETF | 1 324 | $525 mii | 0.01% | — |
| AT&T Inc. US:T | 25 291 | $524 mii | 0.01% | +235 |
| Health Care Select Sector SP… US:XLV · ETF | 3 285 | $521 mii | 0.01% | −232 |
| FIFTH THIRD BANCORP US:FITB | 9 231 | $520 mii | 0.01% | −450 |
| SPDR® S&P 400 Mid Cap Growth… US:MDYG · ETF | 4 575 | $513 mii | 0.01% | — |
| Pinnacle Financial Partners,… US:PNFP | 5 059 | $510 mii | 0.01% | — |
| Enbridge Inc US:ENB | 9 406 | $510 mii | 0.01% | +701 |
| SPDR Barclays Short Term Cor… US:SPSB · ETF | 16 857 | $506 mii | 0.01% | +361 |
| VSE Corporation US:VSEC | 2 188 | $500 mii | 0.01% | −2 190 |
| MORGAN STANLEY US:MS | 2 352 | $492 mii | 0.01% | −65 |
| iShares Preferred and Income… US:PFF · ETF | 16 100 | $491 mii | 0.01% | — |
| Illinois Tool Works Inc US:ITW | 1 806 | $488 mii | 0.01% | −181 |
| Manulife Financial Corp US:MFC | 11 424 | $463 mii | 0.01% | −246 |
| Schwab Short-Term U.S. Treas… US:SCHO · ETF | 18 962 | $458 mii | 0.01% | −7 |
| Avantis® Emerging Markets Eq… US:AVEM · ETF | 4 727 | $456 mii | 0.01% | +1 888 |
| Vanguard Financials Index Fu… US:VFH · ETF | 3 384 | $445 mii | 0.01% | −342 |
| iShares ESG USD Corporate Bo… US:SUSC · ETF | 19 229 | $445 mii | 0.01% | +1 017 |
| Waters Corporation US:WAT | 1 185 | $444 mii | 0.01% | −362 |
| WisdomTree U.S. MidCap Earni… US:EZM · ETF | 5 784 | $438 mii | 0.01% | — |
| Simon Property Group Inc US:SPG | 1 943 | $435 mii | 0.01% | −334 |
| Consumer Discretionary Selec… US:XLY · ETF | 3 700 | $434 mii | 0.01% | −334 |
| Vanguard Short-Term Inflatio… US:VTIP · ETF | 8 357 | $420 mii | 0.01% | +1 876 |
| iShares MSCI EAFE Growth ETF US:EFG · ETF | 3 331 | $414 mii | 0.01% | — |
| METLIFE INC US:MET | 4 890 | $414 mii | 0.01% | −163 |
| Capital One Financial Corpor… US:COF | 2 062 | $414 mii | 0.01% | — |
| Vanguard ESG U.S. Corporate… US:VCEB · ETF | 6 394 | $401 mii | 0.01% | +357 |
| Waste Management Inc US:WM | 1 794 | $400 mii | 0.01% | −21 |
| Nuveen ESG Mid-Cap Value ETF US:NUMV · ETF | 9 049 | $394 mii | 0.01% | — |
| iShares Gold Trust US:IAU · ETF | 5 072 | $383 mii | 0.01% | −8 |
| Norfolk Southern Corporation US:NSC | 1 206 | $379 mii | 0.01% | — |
| Genuine Parts Co US:GPC | 3 195 | $377 mii | 0.01% | −500 |
| Philip Morris International… US:PM | 2 059 | $372 mii | 0.01% | −94 |
| SPDR® Gold Shares US:GLD · ETF | 1 006 | $371 mii | 0.01% | — |
| SPDR® S&P 600 Small Cap Grow… US:SLYG · ETF | 3 090 | $368 mii | 0.01% | −74 |
| Marathon Petroleum Corp US:MPC | 1 422 | $364 mii | 0.01% | — |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 4 351 | $360 mii | 0.01% | +434 |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 10 245 | $357 mii | 0.01% | — |
| Vanguard S&P Small-Cap 600 V… US:VIOV · ETF | 3 030 | $356 mii | 0.01% | −100 |
| PNC Financial Services Group… US:PNC | 1 424 | $351 mii | 0.01% | — |
| Veralto Corporation US:VLTO | 3 879 | $344 mii | 0.01% | −15 |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 4 079 | $342 mii | 0.01% | — |
| American Tower Corp US:AMT | 2 068 | $338 mii | 0.01% | −12 444 |
| Corteva, Inc. US:CTVA | 3 939 | $334 mii | 0.01% | −300 |
| Vanguard Energy Index Fund E… US:VDE · ETF | 2 151 | $323 mii | 0.01% | −14 |
| Solstice Advanced Materials,… US:SOLS | 3 626 | $321 mii | 0.01% | −1 597 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 3 259 | $315 mii | 0.01% | +343 |
| SouthState Corporation US:SSB | 3 146 | $314 mii | 0.01% | — |
| Nucor Corp US:NUE | 1 383 | $308 mii | 0.01% | −193 |
| Delta Air Lines Inc US:DAL | 3 244 | $304 mii | 0.01% | — |
| Curtiss-Wright Corporation US:CW | 400 | $303 mii | 0.01% | — |
| Nuveen ESG Mid-Cap Growth ET… US:NUMG · ETF | 6 426 | $302 mii | 0.01% | — |
| Edwards Lifesciences Corp US:EW | 3 308 | $299 mii | 0.01% | −105 |
| The Travelers Companies Inc US:TRV | 900 | $297 mii | 0.01% | −8 |
| iShares S&P 500 Growth ETF US:IVW · ETF | 2 090 | $287 mii | 0.01% | — |
| Cardinal Health Inc US:CAH | 1 203 | $286 mii | 0.01% | — |
| Vanguard Extended Market Ind… US:VXF · ETF | 1 144 | $282 mii | 0.01% | +94 |
| iShares ESG U.S. Aggregate B… US:EAGG · ETF | 5 917 | $281 mii | 0.01% | +296 |
| Vanguard Materials Index Fun… US:VAW · ETF | 1 204 | $275 mii | 0.01% | −138 |
| CHUBB LIMITED CUSIP H1467J104 | 795 | $271 mii | 0.01% | −91 |
| Vulcan Materials Company US:VMC | 917 | $271 mii | 0.01% | −18 |
| Lam Research Corp US:LRCX | 624 | $270 mii | 0.01% | nouă |
| Energy Select Sector SPDR® F… US:XLE · ETF | 4 860 | $258 mii | 0.01% | +206 |
| Equifax Inc US:EFX | 1 596 | $253 mii | 0.01% | −17 |
| SPDR® S&P Biotech ETF US:XBI · ETF | 1 596 | $253 mii | 0.01% | nouă |
| Dimensional International Hi… US:DIHP · ETF | 7 394 | $252 mii | 0.01% | −890 |
| Dimensional Emerging Core Eq… US:DFAE · ETF | 6 254 | $251 mii | 0.01% | −416 |
| iShares ESG Aware MSCI USA E… US:ESGU · ETF | 1 530 | $250 mii | 0.01% | −254 |
| Fidus Investment Corp US:FDUS | 13 011 | $248 mii | 0.01% | — |
| FEDEX CORP US:FDX | 771 | $241 mii | 0.01% | — |
| DFA Investment Dimensions Gr… US:DFAS · ETF | 2 820 | $232 mii | 0.01% | — |
| McKesson Corporation US:MCK | 306 | $231 mii | 0.01% | — |
| iShares Biotechnology ETF US:IBB · ETF | 1 215 | $231 mii | 0.01% | — |
| Lockheed Martin Corporation US:LMT | 452 | $230 mii | 0.01% | −100 |
| Vanguard FTSE Europe Index F… US:VGK · ETF | 2 594 | $230 mii | 0.01% | — |
| DOLLAR TREE, INC. US:DLTR | 1 885 | $228 mii | 0.01% | — |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 2 736 | $225 mii | 0.01% | −27 |
| U.S. Bancorp US:USB | 3 561 | $215 mii | 0.01% | nouă |
| Vanguard Russell 2000 Index… US:VTWO · ETF | 1 703 | $207 mii | 0.01% | nouă |
| IDEXX Laboratories Inc US:IDXX | 382 | $201 mii | 0.01% | −2 |
| Schwab Fundamental U.S. Larg… US:FNDX · ETF | 6 450 | $201 mii | 0.01% | nouă |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 0 (era 2 366) | — | — | vândută |
| Yum China Holdings Inc US:YUMC | 0 (era 4 700) | — | — | vândută |
| Bloom Energy Corp US:BE | 0 (era 3 500) | — | — | vândută |
| Brown-Forman Corporation US:BF-B | 0 (era 8 619) | — | — | vândută |
| CSG SYS INTL INC CUSIP 126349109 | 0 (era 339 228) | — | — | vândută |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (era 21 726) | — | — | vândută |
| Emerson Electric Company US:EMR | 0 (era 1 593) | — | — | vândută |
| Honeywell International Inc US:HON | 0 (era 67 935) | — | — | vândută |
| Intercontinental Exchange In… US:ICE | 0 (era 1 324) | — | — | vândută |
| Intuit Inc US:INTU | 0 (era 561) | — | — | vândută |
| iShares Expanded Tech Sector… US:IGM · ETF | 0 (era 2 044) | — | — | vândută |
| Qorvo Inc US:QRVO | 0 (era 6 648) | — | — | vândută |
| S&P Global Inc US:SPGI | 0 (era 619) | — | — | vândută |
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