What Birchwood Financial Partners, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2110062 · Filed Aug 6, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES ESG AWARE MSCI USA ETFETF | 48.3K | +1.4% | $7.9M | 6.5% |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDETF | 61.6K | +21.5% | $5.7M | 4.6% |
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFETF | 107.3K | +5.2% | $5.7M | 4.6% |
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFETF |
| 100.3K |
| +1.3% |
| $5.6M |
| 4.6% |
VANGUARD S&P 500 ETFETF | 7.5K | +12.8% | $5.2M | 4.2% |
AAPLApple Inc. | 17.2K | −4.2% | $5M | 4.1% |
HARBOR LONG-TERM GROWERS ETFETF | 127.6K | +6.1% | $4.1M | 3.4% |
DCIDONALDSON Co INC | 39.5K | −0.5% | $3.5M | 2.9% |
VANGUARD FTSE DEVELOPED MARKETS ETFETF | 47.8K | +7.7% | $3.4M | 2.8% |
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFETF | 82.5K | +6.7% | $3.3M | 2.7% |
VANGUARD EXTENDED MARKET ETFETF | 12.8K | +24.4% | $3.1M | 2.6% |
MSFTMicrosoft Corp | 7.4K | ±0% | $2.8M | 2.3% |
UNHUnitedHealth Group Inc | 5.8K | −5.2% | $2.4M | 2% |
ISHARES ESG AWARE MSCI EM ETFETF | 38.7K | +2.7% | $2.1M | 1.7% |
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETFETF | 52.8K | +5.0% | $2M | 1.6% |
SCHWAB US DIVIDEND EQUITY ETFETF | 62.4K | +20.0% | $2M | 1.6% |
CAPITAL GROUP GROWTH ETFETF | 41.5K | +36.3% | $2M | 1.6% |
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFETF | 29.6K | +2.6% | $1.9M | 1.5% |
ISHARES CORE S&P 500 ETFETF | 2.4K | +0.4% | $1.8M | 1.5% |
ISHARES ESG AWARE MSCI EAFE ETFETF | 17.3K | +5.2% | $1.8M | 1.5% |
SCHWAB U.S. LARGE-CAP GROWTH ETFETF | 51.8K | +0.0% | $1.8M | 1.4% |
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFETF | 46.9K | +0.3% | $1.5M | 1.2% |
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETFETF | 50.8K | +28.1% | $1.3M | 1.1% |
MMM3M Co | 8K | −1.9% | $1.3M | 1.1% |
SCHWAB U.S. LARGE-CAP ETFETF | 41.2K | +0.3% | $1.2M | 1% |
CAPITAL GROUP DIVIDEND VALUE ETFETF | 23.8K | +12.3% | $1.2M | 1% |
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETFETF | 32.5K | +67.2% | $1.1M | 0.9% |
CAPITAL GROUP CORE BOND ETFETF | 42.6K | +40.0% | $1.1M | 0.9% |
LRCXLAM Research Corp | 2.5K | −1.3% | $1.1M | 0.9% |
JPMORGAN INCOME ETFETF | 20.6K | +23.7% | $947.7K | 0.8% |
CHRWC. H. Robinson Worldwide, Inc. | 4.9K | −12.5% | $919.1K | 0.8% |
BERKSHIRE HATHAWAY INC DEL CL B NEWStock | 1.8K | +0.3% | $895.2K | 0.7% |
SCHWAB U.S. LARGE-CAP VALUE ETFETF | 25.2K | +0.3% | $876K | 0.7% |
NUVEEN ESG LARGE-CAP GROWTH ETFETF | 7.4K | +12.4% | $869.9K | 0.7% |
ISHARES ESG MSCI KLD 400 ETFETF | 6K | +17.4% | $851K | 0.7% |
VANGUARD ESG U.S. STOCK ETFETF | 6.4K | +8.6% | $850.1K | 0.7% |
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFETF | 12K | +21.0% | $812K | 0.7% |
SCHWAB U.S. SMALL-CAP ETFETF | 22.1K | +5.5% | $797.6K | 0.7% |
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDETF | 7.5K | +15.0% | $754.7K | 0.6% |
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETFETF | 15.5K | +0.6% | $751K | 0.6% |
XELXcel Energy Inc | 8.9K | −3.5% | $717K | 0.6% |
HDHome Depot, Inc. | 1.9K | ±0% | $685.4K | 0.6% |
FASTFastenal Co | 14K | −5.5% | $671.7K | 0.5% |
OAKMARK U.S. LARGE CAP ETFETF | 22.8K | +22.3% | $642.6K | 0.5% |
WFCWells Fargo & Company | 7.1K | ±0% | $588.8K | 0.5% |
GOOGAlphabet Inc. | 1.6K | −0.1% | $566.4K | 0.5% |
DAVIS SELECT INTERNATIONAL ETFETF | 19.7K | ±0% | $561.1K | 0.5% |
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETFETF | 7.2K | +0.9% | $546.1K | 0.4% |
METAMeta Platforms, Inc. | 963 | ±0% | $542.6K | 0.4% |
BNBROOKFIELD Corp | 12.5K | ±0% | $533.6K | 0.4% |
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETFETF | 13.6K | +65.3% | $509.7K | 0.4% |
SCHWAB EMERGING MARKETS EQUITY ETFETF | 13.9K | +0.1% | $504.6K | 0.4% |
JNJJohnson & Johnson | 2K | −6.3% | $498.5K | 0.4% |
SCHWAB INTERNATIONAL EQUITY ETFETF | 17.2K | +1.7% | $476.5K | 0.4% |
XOMExxonMobil Holdings Corp | 3.4K | New | $467K | 0.4% |
GOOGLAlphabet Inc. | 1.3K | −0.1% | $464.5K | 0.4% |
ISHARES CORE S&P U.S. GROWTH ETFETF | 2.4K | +0.1% | $453.7K | 0.4% |
ORCLOracle Corp | 3K | ±0% | $442.3K | 0.4% |
STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETFETF | 2.8K | ±0% | $421.3K | 0.3% |
CAPITAL GROUP CORE BALANCED ETFETF | 11.1K | +2.7% | $419.9K | 0.3% |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFETF | 1.1K | +17.8% | $395.3K | 0.3% |
IAUiShares Gold Trust | 5.2K | −0.2% | $393.9K | 0.3% |
JOHN HANCOCK MULTIFACTOR SMALL CAP ETFETF | 7.8K | +0.2% | $380.8K | 0.3% |
HIGHartford Insurance Group, Inc. | 2.8K | +0.4% | $374.8K | 0.3% |
PGPROCTER & GAMBLE Co | 2.5K | −4.0% | $373.1K | 0.3% |
ISHARES CORE S&P MID-CAP ETFETF | 4.7K | +0.8% | $359.2K | 0.3% |
VANGUARD ESG INTERNATIONAL STOCK ETFETF | 4.3K | +19.1% | $350.1K | 0.3% |
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETFETF | 12.4K | +0.9% | $326.8K | 0.3% |
ISHARES MSCI GLOBAL MIN VOL FACTOR ETFETF | 2.7K | +0.6% | $325.2K | 0.3% |
ISHARES CORE S&P SMALL CAP ETFETF | 2.2K | +0.7% | $322.7K | 0.3% |
USBUS Bancorp de | 5K | +0.2% | $303.3K | 0.2% |
ISHARES SELECT DIVIDEND ETFETF | 1.9K | +0.8% | $302.9K | 0.2% |
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDETF | 11.1K | +106.1% | $293.8K | 0.2% |
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFETF | 5.9K | +0.2% | $283.1K | 0.2% |
INTCIntel Corp | 1.9K | ±0% | $270K | 0.2% |
TTCToro Co | 2.7K | ±0% | $266.5K | 0.2% |
GGGGraco Inc | 3.3K | ±0% | $252.8K | 0.2% |
PEPPepsiCo Inc | 1.8K | ±0% | $241.4K | 0.2% |
VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETFETF | 659 | +0.2% | $241.1K | 0.2% |
JPMORGAN BETABUILDERS U.S. EQUITY ETFETF | 1.7K | +0.2% | $227.8K | 0.2% |
CAPITAL GROUP CONSERVATIVE EQUITY ETFETF | 6.9K | +2.1% | $227.2K | 0.2% |
LLYELI LILLY & Co | 183 | ±0% | $219.8K | 0.2% |
DEDeere & Co | 344 | ±0% | $218.1K | 0.2% |
JPMORGAN DIVERSIFIED RETURN USE EQUITYETF | 1.5K | +0.5% | $216.4K | 0.2% |
COSTCostco Wholesale Corp | 231 | ±0% | $216.4K | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 278 | ±0% | $205.1K | 0.2% |
ISHARES SHORT DURATION BOND ACTIVE ETFETF | 3.9K | +0.0% | $196.5K | 0.2% |
IBMInternational Business Machines Corp | 684 | ±0% | $192.5K | 0.2% |
BNY MELLON INTERNATIONAL EQUITY ETFETF | 1.9K | +0.8% | $186.9K | 0.2% |
PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETFETF | 3.5K | +0.0% | $180.8K | 0.1% |
PHYSSprott Physical Gold Trust | 6K | −2.3% | $179.7K | 0.1% |
JOHN HANCOCK MULTIFACTOR MID CAP ETFETF | 2.4K | +0.1% | $178.2K | 0.1% |
MAMastercard Inc | 344 | ±0% | $176.7K | 0.1% |
ISHARES CORE S&P US VALUE ETFETF | 1.6K | ±0% | $171.8K | 0.1% |
AMZNAmazon Com Inc | 701 | −0.3% | $167.1K | 0.1% |
MDTMedtronic plc | 2.1K | ±0% | $166K | 0.1% |
ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETFETF | 3K | +54.0% | $160K | 0.1% |
ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETFETF | 4.1K | +212.4% | $156.7K | 0.1% |
ISHARES RUSSELL 1000 VALUE ETFETF | 634 | +0.2% | $153.8K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 201 | ±0% | $153.4K | 0.1% |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETFETF | 3K | ±0% | $151.3K | 0.1% |
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFETF | 3K | +0.6% | $150.9K | 0.1% |
ECLEcolab Inc. | 540 | ±0% | $150.4K | 0.1% |
STXSeagate Technology Holdings plc | 150 | ±0% | $144.8K | 0.1% |
FDXFedEx Corp | 456 | ±0% | $142.8K | 0.1% |
GEGeneral Electric Co | 375 | ±0% | $140.1K | 0.1% |
CAPITAL GROUP CORE EQUITY ETFETF | 3.2K | +0.1% | $140.1K | 0.1% |
YUMYUM Brands Inc | 869 | ±0% | $138.9K | 0.1% |
VANGUARD TOTAL INTERNATIONAL STOCK ETFETF | 1.6K | +37.2% | $136.6K | 0.1% |
SOLVSolventum Corp | 1.8K | −2.1% | $135.9K | 0.1% |
INCYIncyte Corp | 1.2K | ±0% | $132.1K | 0.1% |
SPYSPDR S&P 500 ETF Trust | 175 | ±0% | $130.9K | 0.1% |
UNPUnion Pacific Corp | 480 | ±0% | $130.6K | 0.1% |
DAVIS SELECT U.S. EQUITY ETFETF | 2.2K | ±0% | $122.4K | 0.1% |
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETFETF | 2.7K | +116.1% | $120.5K | 0.1% |
SCHWAB U.S. REIT ETFETF | 4.8K | +1.3% | $114K | 0.1% |
FIRST EAGLE OVERSEAS EQUITY ETFETF | 2.1K | +169.7% | $113K | 0.1% |
CATCaterpillar Inc | 105 | ±0% | $112K | 0.1% |
GEVGE Vernova Inc. | 93 | ±0% | $109.3K | 0.1% |
CPCanadian Pacific Kansas City Ltd | 1.3K | ±0% | $108.3K | 0.1% |
HARBOR COMMODITY ALL-WEATHER STRATEGY ETFETF | 3.6K | +127.2% | $105.9K | 0.1% |
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETFETF | 1.3K | +0.2% | $105.4K | 0.1% |
EVTEaton Vance Tax-Advantaged Dividend Income Fund | 3.7K | +1.2% | $102K | 0.1% |
GSGoldman Sachs Group Inc | 100 | ±0% | $101.1K | 0.1% |
SHWSherwin Williams Co | 293 | ±0% | $100.9K | 0.1% |
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETFETF | 406 | +0.2% | $98.8K | 0.1% |
CAPITAL GROUP GLOBAL EQUITY ETFETF | 2.8K | ±0% | $96.9K | 0.1% |
VANGUARD LARGE-CAP ETFETF | 277 | +0.4% | $95.3K | 0.1% |
BAMBrookfield Asset Management Ltd. | 2.1K | ±0% | $94.3K | 0.1% |
NUVEEN ESG LARGE-CAP VALUE ETFETF | 1.9K | ±0% | $93.3K | 0.1% |
GISGeneral Mills Inc | 2.6K | ±0% | $90.1K | 0.1% |
FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUNDETF | 1.8K | ±0% | $87.4K | 0.1% |
BACBank of America Corp | 1.5K | ±0% | $85.2K | 0.1% |
MCDMcDonald's Corp | 314 | +0.3% | $84.7K | 0.1% |
TGTTarget Corp | 634 | ±0% | $82.9K | 0.1% |
BMOBank of Montreal | 467 | ±0% | $82.5K | 0.1% |
VANGUARD SHORT-TERM TAX EXEMPT BOND ETFETF | 800 | +128.6% | $81K | 0.1% |
NUVEEN ESG U.S. AGGREGATE BOND ETFETF | 3.6K | ±0% | $80K | 0.1% |
VANGUARD MORNINGSTAR VALUE ETFETF | 363 | +0.6% | $79K | 0.1% |
ISHARES MSCI USA MIN VOL FACTOR ETFETF | 800 | +0.1% | $77.2K | 0.1% |
EMREmerson Electric Co | 538 | ±0% | $77K | 0.1% |
HPIJohn Hancock Preferred Income Fund | 4.7K | +2.3% | $76.3K | 0.1% |
CSCOCisco Systems, Inc. | 635 | ±0% | $74.6K | 0.1% |
DIMENSIONAL U.S. EQUITY MARKET ETFETF | 863 | +0.2% | $70.7K | 0.1% |
VANGUARD SHORT-TERM BOND ETFETF | 900 | ±0% | $70.1K | 0.1% |
VANGUARD TAX-EXEMPT BOND ETFETF | 1.4K | +32.5% | $68.4K | 0.1% |
VVisa Inc. | 199 | −0.5% | $68.3K | 0.1% |
ISHARES S&P MID-CAP 400 VALUE ETFETF | 462 | +0.4% | $68.2K | 0.1% |
CEGConstellation Energy Corp | 269 | ±0% | $66.8K | 0.1% |
GWWW.W. Grainger, Inc. | 49 | ±0% | $66.7K | 0.1% |
COFCapital One Financial Corp | 330 | ±0% | $66.2K | 0.1% |
IDXXIDEXX Laboratories Inc | 121 | ±0% | $63.7K | 0.1% |
ISHARES CORE MSCI EAFE ETFETF | 656 | +1.7% | $63.3K | 0.1% |
ISHARES MSCI EAFE VALUE ETFETF | 808 | −12.1% | $61.9K | 0.1% |
ALLAllstate Corp | 250 | ±0% | $59.5K | 0.1% |
ISHARES S&P 500 GROWTH ETFETF | 429 | −42.3% | $59.1K | 0.1% |
GAMGeneral American Investors Co Inc | 918 | ±0% | $58.5K | 0.1% |
KOCoca Cola Co | 699 | ±0% | $56.8K | 0.1% |
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETFETF | 1.3K | +0.9% | $55.9K | 0.1% |
WECWEC Energy Group, Inc. | 469 | +0.9% | $54.8K | 0.1% |
VANGUARD MORNINGSTAR GROWTH ETFETF | 631 | +501.0% | $54.3K | 0.1% |
BMYBristol Myers Squibb Co | 930 | ±0% | $53.6K | 0.1% |
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFETF | 1K | ±0% | $53.2K | 0.1% |
ORLYO Reilly Automotive Inc | 570 | ±0% | $52.5K | 0.1% |
JPMJPMorgan Chase & Co | 158 | ±0% | $51.7K | 0.1% |
WMTWalmart Inc. | 453 | ±0% | $51.3K | 0.1% |
NVDANVIDIA Corp | 256 | ±0% | $51.2K | 0.1% |
VANGUARD ESG U.S. CORPORATE BOND ETFETF | 815 | ±0% | $51.1K | 0.1% |
ISHARES IBONDS DEC 2027 TERM CORPORATE ETFETF | 2.1K | +1.1% | $51.1K | 0.1% |
AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETFETF | 607 | +27.0% | $49.7K | 0.1% |
MSMorgan Stanley | 236 | ±0% | $49.3K | 0.1% |
ADVISORSHARES RANGER EQUITY BEAR ETFETF | 3K | New | $49.3K | 0.1% |
NUVEEN ESG SMALL-CAP ETFETF | 933 | ±0% | $48.6K | 0.1% |
VANECK PHARMACEUTICAL ETFETF | 442 | +0.7% | $48.4K | 0.1% |
VANGUARD S&P 500 GROWTH ETFETF | 583 | +501.0% | $48.1K | 0.1% |
DAVIS SELECT WORLDWIDE ETFETF | 985 | ±0% | $45.5K | 0.1% |
DISWalt Disney Co | 471 | ±0% | $45.3K | 0.1% |
AXPAmerican Express Co | 133 | ±0% | $45.1K | 0.1% |
OTTROtter Tail Corp | 500 | ±0% | $45K | 0.1% |
PLTRPalantir Technologies Inc. | 385 | ±0% | $44.9K | 0.1% |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFETF | 850 | ±0% | $44.5K | 0.1% |
KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETFETF | 932 | +47.5% | $43.7K | 0.1% |
VANGUARD TOTAL BOND MARKET ETFETF | 591 | +0.5% | $43.4K | 0.1% |
ISHARES CORE MSCI EMERGING MARKETS ETFETF | 522 | −18.1% | $43.2K | 0.1% |
SPGIS&P Global Inc. | 106 | −0.9% | $43.2K | 0.1% |
ISHARES 0-5 YEAR TIPS BOND ETFETF | 412 | +0.2% | $42.1K | 0.1% |
ENBEnbridge Inc | 775 | +100.8% | $42K | 0.1% |
ISHARES MSCI USA QUALITY FACTOR ETFETF | 191 | −52.0% | $42K | 0.1% |
CVXChevron Corp | 253 | ±0% | $41.9K | 0.1% |
ISHARES U.S. TREASURY BOND ETFETF | 1.8K | ±0% | $41.6K | 0.1% |
NVTnVent Electric plc | 242 | ±0% | $41.1K | 0.1% |
VANGUARD S&P SMALL-CAP 600 VALUE ETFETF | 349 | +0.3% | $41K | 0.1% |
VANGUARD S&P SMALL-CAP 600 GROWTH ETFETF | 260 | ±0% | $39.9K | 0.1% |
GLOBAL X U.S. PREFERRED ETFETF | 2.1K | +0.3% | $39.7K | 0.1% |
CMICummins Inc | 55 | ±0% | $39.5K | 0.1% |
MARMarriott International Inc | 105 | ±0% | $38.9K | 0.1% |
TJXTJX Companies Inc | 250 | ±0% | $37.9K | 0.1% |
AFLAflac Inc | 322 | ±0% | $37.8K | 0.1% |
FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETFETF | 883 | +0.3% | $37.7K | 0.1% |
EXCExelon Corp | 807 | ±0% | $37.6K | 0.1% |
WCNWaste Connections, Inc. | 225 | ±0% | $37.5K | 0.1% |
VANGUARD S&P 500 VALUE ETFETF | 168 | +0.6% | $36.8K | 0.1% |
PFEPfizer Inc | 1.5K | ±0% | $36.5K | 0.1% |
VANGUARD MORNINGSTAR MID-CAP ETFETF | 441 | +324.0% | $35.6K | 0.1% |
FDXFFedEx Freight Holding Company, Inc. | 228 | New | $34.4K | 0.1% |
DHRDanaher Corp | 176 | ±0% | $33.5K | 0.1% |
BUDAnheuser-Busch InBev SA | 403 | ±0% | $33.2K | 0.1% |
QCOMQualcomm Inc | 179 | ±0% | $33.2K | 0.1% |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFETF | 201 | +48.9% | $31.8K | 0.1% |
SYKStryker Corp | 100 | ±0% | $31.6K | 0.1% |
CAPITAL GROUP SHORT DURATION INCOME ETFETF | 1.2K | +0.2% | $31.4K | 0.1% |
ISHARES ESG SELECT SCREENED S&P MID-CAP ETFETF | 584 | +0.3% | $30.4K | 0.1% |
MCKMcKesson Corp | 40 | ±0% | $30.2K | 0.1% |
ISRGIntuitive Surgical Inc | 75 | ±0% | $29.8K | 0.1% |
ARK GENOMIC REVOLUTION ETFETF | 704 | ±0% | $29.6K | 0.1% |
VMCVulcan Materials CO | 100 | ±0% | $29.5K | 0.1% |
FLEXSHARES ULTRA-SHORT INCOME FUNDETF | 375 | ±0% | $28.3K | 0.1% |
ADIAnalog Devices Inc | 71 | −1.4% | $28.2K | 0.1% |
FIDELITY DIVIDEND ETF FOR RISING RATESETF | 434 | +0.5% | $28.2K | 0.1% |
HEIHEICO Corp | 76 | ±0% | $27.1K | 0.1% |
TAT&T Inc. | 1.3K | −10.3% | $27K | 0.1% |
REGNRegeneron Pharmaceuticals, Inc. | 41 | ±0% | $25.7K | 0.1% |
ISHARES RUSSELL 2000 VALUE ETFETF | 116 | +0.9% | $25.6K | 0.1% |
TMOThermo Fisher Scientific Inc. | 50 | ±0% | $25.1K | 0.1% |
ISHARES S&P 500 VALUE ETFETF | 110 | −34.5% | $24.9K | 0.1% |
VALEVale S.A. | 1.6K | ±0% | $24.4K | 0.1% |
OGEOGE Energy Corp. | 500 | ±0% | $24.3K | 0.1% |
EBAYeBay Inc | 211 | ±0% | $23.6K | 0.1% |
JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETFETF | 530 | ±0% | $23.5K | 0.1% |
VANGUARD INFORMATION TECHNOLOGY ETFETF | 195 | +712.5% | $23.3K | 0.1% |
ISHARES S&P 100 ETFETF | 63 | ±0% | $23.1K | 0.1% |
MCOMoody's Corp | 50 | ±0% | $22.6K | 0.1% |
IBITiShares Bitcoin Trust ETF | 666 | ±0% | $22.2K | 0.1% |
JCIJohnson Controls International plc | 151 | ±0% | $22.1K | 0.1% |
ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETFETF | 470 | ±0% | $22K | 0.1% |
VANGUARD TOTAL WORLD STOCK ETFETF | 139 | New | $21.7K | 0.1% |
HONHoneywell International Inc | 95 | New | $21.3K | 0.1% |
ISHARES MSCI EAFE GROWTH ETFETF | 170 | −48.5% | $21.2K | 0.1% |
HONAHoneywell Aerospace Inc. | 95 | New | $21K | 0.1% |
VANGUARD SHORT-TERM TREASURY ETFETF | 350 | ±0% | $20.4K | 0.1% |
CNPCenterpoint Energy Inc | 436 | New | $19.2K | 0.1% |
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFETF | 520 | +1.0% | $19.2K | 0.1% |
PPLPPL Corp | 500 | ±0% | $18.2K | 0.1% |
TDToronto Dominion Bank | 144 | ±0% | $17.5K | 0.1% |
ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETFETF | 296 | +1.7% | $17.1K | 0.1% |
WSTWest Pharmaceutical Services Inc | 45 | −2.2% | $16.2K | 0.1% |
CRMSalesforce, Inc. | 103 | ±0% | $16.1K | 0.1% |
RBARB Global Inc. | 138 | −0.7% | $16.1K | 0.1% |
SNPSSynopsys Inc | 36 | ±0% | $16.1K | 0.1% |
DDominion Energy, Inc | 232 | ±0% | $15.8K | 0.1% |
FIRST EAGLE GLOBAL EQUITY ETFETF | 307 | ±0% | $15K | 0.1% |
AMGNAmgen Inc | 41 | ±0% | $15K | 0.1% |
GSKGSK plc | 284 | ±0% | $14.9K | 0.1% |
NEMNEWMONT Corp | 157 | ±0% | $14.7K | 0.1% |
GPKGraphic Packaging Holding Co | 1.4K | ±0% | $14.3K | 0.1% |
ETREntergy Corp | 124 | ±0% | $14.2K | 0.1% |
TSLATesla, Inc. | 33 | −2.9% | $13.9K | 0.1% |
AEPAmerican Electric Power Co Inc | 101 | ±0% | $13.8K | 0.1% |
TYLTyler Technologies Inc | 47 | ±0% | $13.7K | 0.1% |
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFETF | 102 | ±0% | $13.4K | 0.1% |
DIMENSIONAL INTERNATIONAL SMALL CAP ETFETF | 377 | +1.1% | $13.2K | 0.1% |
ISHARES CORE TOTAL USD BOND MARKET ETFETF | 286 | −80.9% | $13.2K | 0.1% |
INTUIntuit Inc. | 50 | ±0% | $13.1K | 0.1% |
MEDPMedpace Holdings, Inc. | 24 | −4.0% | $12.7K | 0.1% |
NOWServiceNow, Inc. | 126 | ±0% | $12.5K | 0.1% |
BIPBrookfield Infrastructure Partners L.P. | 333 | ±0% | $12.2K | 0.1% |
VEEVVeeva Systems Inc | 67 | −1.5% | $11.9K | 0.1% |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFETF | 123 | +1.7% | $11.7K | 0.1% |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFETF | 166 | −80.1% | $11.3K | 0.1% |
PIPRPiper Sandler Companies | 148 | ±0% | $10.7K | 0.1% |
ISHARES MSCI EMERGING MARKETS EX CHINA ETFETF | 103 | −44.3% | $10.5K | 0.1% |
DIMENSIONAL U.S. SMALL CAP ETFETF | 126 | ±0% | $10.4K | 0.1% |
PRVAPrivia Health Group, Inc. | 399 | −0.7% | $10.3K | 0.1% |
CTASCintas Corp | 59 | −1.7% | $10K | 0.1% |
FIVEFive Below, Inc | 55 | −1.8% | $9.9K | 0.1% |
DUKDuke Energy CORP | 78 | ±0% | $9.8K | 0.1% |
VRSKVerisk Analytics, Inc. | 53 | −1.9% | $9.5K | 0.1% |
CAMBRIA GLOBAL ASSET ALLOCATION ETFETF | 274 | +0.7% | $9.4K | 0.1% |
ENSGEnsign Group, Inc | 57 | −1.7% | $9.1K | 0.1% |
ODDOddity Tech Ltd | 593 | ±0% | $9K | 0.1% |
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUNDETF | 375 | ±0% | $9K | 0.1% |
GLTRabrdn Precious Metals Basket ETF Trust | 49 | ±0% | $8.9K | 0.1% |
ARK INNOVATION ETFETF | 110 | ±0% | $8.9K | 0.1% |
ISHARES CORE U.S. AGGREGATE BOND ETFETF | 89 | ±0% | $8.8K | 0.1% |
LINLinde PLC | 17 | ±0% | $8.8K | 0.1% |
OAKMARK GLOBAL LARGE CAP ETFETF | 350 | +7.7% | $8.8K | 0.1% |
SBUXStarbucks Corp | 86 | −1.1% | $8.8K | 0.1% |
WSOWatsco Inc | 21 | ±0% | $8.8K | 0.1% |
ISHARES CORE HIGH DIVIDEND ETFETF | 319 | +406.3% | $8.7K | 0.1% |
INVESCO S&P 500 LOW VOLATILITY ETFETF | 116 | +0.9% | $8.7K | 0.1% |
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDETF | 175 | ±0% | $8.6K | 0.1% |
NFLXNetflix Inc | 120 | ±0% | $8.6K | 0.1% |
FICOFair Isaac Corp | 7 | −12.5% | $8.4K | 0.1% |
ROLRollins Inc | 198 | −1.0% | $8.3K | 0.1% |
CLFDClearfield, Inc. | 200 | ±0% | $8K | 0.1% |
KAIKadant Inc | 25 | ±0% | $7.9K | 0.1% |
SPDR SER TR S&P DIVID ETFETF | 50 | ±0% | $7.7K | 0.1% |
ZBHZimmer Biomet Holdings, Inc. | 88 | ±0% | $7.6K | 0.1% |
KNSLKinsale Capital Group, Inc. | 22 | ±0% | $7.3K | 0.1% |
VANGUARD RUSSELL 2000 ETFETF | 54 | ±0% | $6.6K | 0.1% |
PNRPENTAIR plc | 84 | ±0% | $6.4K | 0.1% |
MSIMotorola Solutions, Inc. | 15 | −6.3% | $6.2K | 0.1% |
CSGPCoStar Group, Inc. | 216 | −0.5% | $6.1K | 0.1% |
GRAYSCALE BITCOIN COVERED CALL ETFETF | 470 | +12.2% | $5.9K | 0.1% |
SAPSAP SE | 37 | ±0% | $5.7K | 0.1% |
ISHARES MSCI EAFE ETFETF | 54 | +1.9% | $5.6K | 0.1% |
PYPLPayPal Holdings, Inc. | 126 | ±0% | $5.4K | 0.1% |
SYFSynchrony Financial | 66 | ±0% | $5K | 0.1% |
GEHCGE HealthCare Technologies Inc. | 78 | ±0% | $5K | 0.1% |
FRPTFreshpet, Inc. | 83 | ±0% | $4.9K | 0.1% |
GWREGuidewire Software, Inc. | 36 | ±0% | $4.4K | 0.1% |
YUMCYum China Holdings, Inc. | 106 | ±0% | $4.3K | 0.1% |
FNDFloor & Decor Holdings, Inc. | 73 | ±0% | $4.3K | 0.1% |
SCHWAB U.S. BROAD MARKET ETFETF | 149 | +7.2% | $4.3K | 0.1% |
VANGUARD FTSE EMERGING MARKETS ETFETF | 70 | +59.1% | $4.2K | 0.1% |
SOLSSolstice Advanced Materials Inc. | 47 | ±0% | $4.2K | 0.1% |
SWKStanley Black & Decker, Inc. | 44 | ±0% | $4.1K | 0.1% |
EHCEncompass Health Corp | 40 | ±0% | $4K | 0.1% |
TECKTeck Resources Ltd | 61 | ±0% | $3.6K | 0.1% |
CMCSAComcast Corp | 144 | ±0% | $3.5K | 0.1% |
HLNHaleon plc | 355 | ±0% | $3.3K | 0.1% |
CICigna Group | 12 | ±0% | $3.3K | 0.1% |
TRVTravelers Companies, Inc. | 10 | ±0% | $3.3K | 0.1% |
AAgilent Technologies, Inc. | 24 | ±0% | $3.2K | 0.1% |
VTRSViatris Inc | 187 | ±0% | $3K | 0.1% |
ISHARES MBS ETFETF | 31 | −83.3% | $3K | 0.1% |
ECHOEchoStar CORP | 28 | ±0% | $2.8K | 0.1% |
ISHARES 20 YEAR TREASURY BOND ETFETF | 31 | −67.7% | $2.7K | 0.1% |
HPQHP Inc | 113 | ±0% | $2.5K | 0.1% |
WABWestinghouse Air Brake Technologies Corp | 9 | ±0% | $2.4K | 0.1% |
PCTYPaylocity Holding Corp | 22 | ±0% | $2.3K | 0.1% |
GLOBGlobant S.A. | 77 | ±0% | $2.2K | 0.1% |
INVESCO S&P 500 EQUAL WEIGHT ETFETF | 10 | New | $2.1K | 0.1% |
INSPInspire Medical Systems, Inc. | 40 | ±0% | $1.8K | 0.1% |
NRGNRG Energy, Inc. | 12 | ±0% | $1.8K | 0.1% |
KEYKeyCorp | 73 | ±0% | $1.7K | 0.1% |
ISHARES FLEXIBLE INCOME ACTIVE ETFETF | 31 | −78.5% | $1.6K | 0.1% |
ISHARES MSCI INTL QUALITY FACTOR ETFETF | 28 | New | $1.4K | 0.1% |
BIPCBrookfield Infrastructure Corp | 36 | ±0% | $1.4K | 0.1% |
AVANTIS U.S. LARGE CAP VALUE ETFETF | 15 | New | $1.4K | 0.1% |
CCitigroup Inc | 9 | ±0% | $1.3K | 0.1% |
ARK NEXT GENERATION INTERNET ETFETF | 7 | ±0% | $1K | 0.1% |
WBDWarner Bros. Discovery, Inc. | 36 | ±0% | $960 | 0.1% |
FIDELITY ENHANCED INTERNATIONAL ETFETF | 23 | New | $923 | 0.1% |
DIMENSIONAL INTERNATIONAL VALUE ETFETF | 15 | New | $810 | 0.1% |
ARK BLOCKCHAIN & FINTECH INNOVATION ETFETF | 19 | ±0% | $750 | 0.1% |
USASAmericas Gold & Silver Corp | 122 | ±0% | $576 | 0.1% |
JPMORGAN EQUITY PREMIUM INCOME ETFETF | 7 | ±0% | $407 | 0.1% |
GILDGilead Sciences, Inc. | 2 | ±0% | $253 | 0.1% |
NKENIKE, Inc. | 6 | ±0% | $246 | 0.1% |
VSNTVersant Media Group, Inc. | 5 | ±0% | $180 | 0.1% |
BCBrunswick Corp | 0 | ±0% | $6 | 0% |