| IWO / iShares Trust - iShares Russell 2000 Growth ETF
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| QQQ / Invesco QQQ Trust, Series 1
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| ABT / Abbott Laboratories
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| ACN / Accenture plc
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| FIVE / Five Below, Inc.
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
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| NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares
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| SYK / Stryker Corporation
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| V / Visa Inc.
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| AAPL / Apple Inc.
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| BRK.A / Berkshire Hathaway Inc.
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| GOOGL / Alphabet Inc.
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| JPM / JPMorgan Chase & Co.
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| GOOGL / Alphabet Inc.
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| HD / The Home Depot, Inc.
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
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| Vanguard Explorer Fund - Admiral Class
/ Mutual Fund (921926200) |
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| BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
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| Vanguard Target Retirement 2020 Fund
/ Mutual Fund (92202E805) |
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| Vanguard Target Retirement 2045 Fund
/ Mutual Fund (92202E607) |
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| Vanguard Target Retirement 2050 Fund
/ Mutual Fund (92202E862) |
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| Vanguard Target Retirement 2060 Fund
/ Mutual Fund (92202E839) |
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| Vanguard Target Retirement Income Fund
/ Mutual Fund (92202E102) |
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| VUSXX / Vanguard Admiral Funds - Treasury Money Market Fund
|
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| 500 Index Fund
/ Mutual Fund (41015J683) |
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| JH Multimanager Balanced LS
/ Mutual Fund (47803V499) |
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| Money Market Fund
/ Mutual Fund (41014E800) |
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| Fidelity Advisor Total Bond
/ Mutual Fund (31617K832) |
|
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| JH Multimanager 2045 Lifetime
/ Mutual Fund (47803M440) |
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| JH Multimanager 2015 Lifetime
/ Mutual Fund (41015E536) |
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| SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
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| EFA / iShares Trust - iShares MSCI EAFE ETF
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| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
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| Invesco Stable Asset Fund - ADPZ Class
/ Mutual Fund (46X223XX7) |
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| MUB / iShares Trust - iShares National Muni Bond ETF
|
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| JPMORGAN SMARTRETIREMENT BLEND 2025 R6
/ Mutual Fund (46636U538) |
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| JPMORGAN SMARTRETIREMENT BLEND 2030 R6
/ Mutual Fund (46636U462) |
|
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| JPMORGAN SMARTRETIREMENT BLEND 2035 R6
/ Mutual Fund (46636U397) |
|
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| JPMORGAN SMARTRETIREMENT BLEND 2040 R6
/ Mutual Fund (46636U330) |
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| JPMORGAN SMARTRETIREMENT BLEND 2045 R6
/ Mutual Fund (46636U264) |
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| JPMORGAN SMARTRETIREMENT BLEND 2050 R6
/ Mutual Fund (46636U199) |
|
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| JPMORGAN SMARTRETIREMENT BLEND 2055 R6
/ Mutual Fund (46636U132) |
|
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| JPMORGAN SMARTRETIREMENT BLEND 2060 R6
/ Mutual Fund (48127B524) |
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| TIP / iShares Trust - iShares TIPS Bond ETF
|
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| WMT / Walmart Inc.
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| DHR / Danaher Corporation
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| ABBV / AbbVie Inc.
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| SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
|
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
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| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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| VTTVX / Vanguard Chester Funds - Vanguard Target Retirement 2025 Fund Shs USD Cls INV
|
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| SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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| IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
|
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| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
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| DBLFX / Doubleline Funds Trust - DoubleLine Core Fixed Income Fund Class I
|
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| VTHRX / Vanguard Chester Funds - Vanguard Target Retirement 2030 Fund Shs USD Cls INV
|
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| SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
|
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| VFFVX / Vanguard Chester Funds - Vanguard Target Retirement 2055 Fund Sh USD Cls INV
|
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| RIVN / Rivian Automotive, Inc.
|
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| MRK / Merck & Co., Inc.
|
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
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| DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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| JNJ / Johnson & Johnson
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| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
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| RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
|
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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| SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
|
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| VFORX / Vanguard Chester Funds - Vanguard Target Retirement 2040 Fund Shs USD Cls INV
|
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| ORCL / Oracle Corporation
|
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| VBTLX / Vanguard Bond Index Funds - Vanguard Total Bond Market Index Fund Admiral Class
|
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| AB Small Cap Growth Portfolio
/ Mutual Fund (01877E800) |
|
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| CUBE / CubeSmart
|
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| META / Meta Platforms, Inc.
|
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| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
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| VWEAX / Vanguard Fixed Income Securities Funds - Vanguard High-Yield Corporate Fund Admiral Class
|
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| VIMAX / Vanguard Index Funds - Vanguard Mid-Cap Index Fund Admiral Class
|
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| VTV / Vanguard Index Funds - Vanguard Value ETF
|
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| PEP / PepsiCo, Inc.
|
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| IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
|
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| SPY / SPDR S&P 500 ETF
|
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| TSCO / Tractor Supply Company
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| VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
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| VTWG / Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF
|
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| SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
|
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| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
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| SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
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| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
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| NFLX / Netflix, Inc.
|
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
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| USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
|
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| AM / Antero Midstream Corporation
|
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| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
|
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
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| SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
|
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| ET / Energy Transfer LP - Limited Partnership
|
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| EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
|
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| SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
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|
| VVIAX / Vanguard Index Funds - Vanguard Value Index Fund Admiral
|
|
|
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| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
|
|
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| VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
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|
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|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
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|
|
| VDMAX / Virtus Opportunities Trust - Virtus KAR Developing Markets Fd USD Cls A
|
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|
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
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|
|
| ONEV / SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
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|
|
| IYJ / iShares Trust - iShares U.S. Industrials ETF
|
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|
| US9219098186 / Vanguard Total International Stock Market Index Fund Admiral Shares
|
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|
| US9219376863 / VANG-S/C VAL-ADM
|
|
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| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
|
|
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|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
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|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
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|
|
|
|
| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
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|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
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|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
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|
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|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
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|
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|
| VTTHX / Vanguard Chester Funds - Vanguard Target Retirement 2035 Fund Shs USD Cls INV
|
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|
|
| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
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|
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|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
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| XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
|
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|
| VMFXX / Vanguard Money Market Reserves - Federal Money Market Fund
|
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
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|
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|
| MSFT / Microsoft Corporation
|
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|
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|
|
| CVX / Chevron Corporation
|
|
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|
| JPMORGAN SMARTRETIREMENT BLEND 2055 R6
/ Mutual Fund (46655R606) |
|
|
|
|
|
|
|
| Vanguard Target Retirement 2035 Fund
/ Mutual Fund (02630T340) |
|
|
|
|
|
|
|
| LVIP American Century Capital Appreciation Fund
/ Mutual Fund (024936304) |
|
|
|
|
|
|
|
| MoA Clear Passage 2050 Fund
/ Mutual Fund (62824C743) |
|
|
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|
|
|
|
| US62824C1071 / MOA INVESTMENT CORP EQUITY INDEX FUND 0.00000000
|
|
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|
|
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|
|
| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
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|
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
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| LLY / Eli Lilly and Company
|
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| IYR / iShares Trust - iShares U.S. Real Estate ETF
|
|
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|
| GILD / Gilead Sciences, Inc.
|
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|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
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|
|
| AVGO / Broadcom Inc.
|
|
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| CHKP / Check Point Software Technologies Ltd.
|
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| ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
|
|
|
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|
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|
| HLNE / Hamilton Lane Incorporated
|
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|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
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| HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
|
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|
.
