The Analysis of Kohmann Bosshard Financial Services, LLC's Holdings


Currently, Kohmann Bosshard Financial Services, LLC holds 1082 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SCHX (+663.7K shares, valued at $17.9M), N/A (+17.0M shares, valued at $17.0M), VEA (+178.5K shares, valued at $11.2M); decreased their positions in SCHD (-206.4K shares, valued at $5.6M), N/A (-1.9M shares, valued at $1.9M), VB (-3.5K shares, valued at $891.5K); initiated new positions in N/A (+17.0M shares, valued at $17.0M), N/A (+12.4K shares, valued at $3.0M), N/A (+4.0K shares, valued at $2.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHX SCHWAB US LARGE CAP ETF7.1M shares10.27%2025-12-312026-01-30history
VEA VANGUARD FTSE DEVELOPED1.4M shares14.25%2025-12-312026-01-30history
VCSH VANGUARD SHORT TERM COR881.1K shares8.02%2025-12-312026-01-30history
SCHZ SCHWAB US AGGREGATE BOND2.9M shares8.31%2025-12-312026-01-30history
SCHA SCHWAB US SMALL CAP ETF1.4M shares3.30%2025-12-312026-01-30history
VIG VANGUARD DIVIDEND169.0K shares0.16%2025-12-312026-01-30history
SCHP SCHWAB US TIPS ETF1.4M shares6.37%2025-12-312026-01-30history
SGOV ISHARES 0-3 MONTH245.7K shares6.83%2025-12-312026-01-30history
Sponsored
SPHY STATE SRT SPDR PRTFL HGH999.2K shares5.44%2025-12-312026-01-30history
VNQ VANGUARD REAL ESTATE268.2K shares7.46%2025-12-312026-01-30history
VUG VANGUARD GROWTH ETF47.5K shares-0.55%2025-12-312026-01-30history
VB VANGUARD SMALL CAP ETF79.3K shares-4.18%2025-12-312026-01-30history
HDV ISHARES CORE HIGH160.7K shares1.95%2025-12-312026-01-30history
VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF30.8K shares1.19%2025-12-312026-01-30history
SCHD SCHWAB US DIVIDEND688.6K shares-23.06%2025-12-312026-01-30history
VWO VANGUARD FTSE EMERGING336.2K shares5.57%2025-12-312026-01-30history
Sponsored
BIL ST STERT SPDR BLMBG 1 3187.9K shares21.79%2025-12-312026-01-30history
SCHWAB US TREASURY MONEY SCHWAB US TREASURY MONEY17.0M sharesnew addition2025-12-312026-01-30history
SPYM STATE STREET SPDR PORTFL184.8K shares-1.29%2025-12-312026-01-30history
SCHWAB GOVERNMENT MONEY SCHWAB GOVERNMENT MONEY13.2M shares33.59%2025-12-312026-01-30history
AAPL APPLE INC46.6K shares-1.42%2025-12-312026-01-30history
VIGI VANGUARD INTL DIVIDEND111.7K shares11.54%2025-12-312026-01-30history
VBR VANGUARD SMALL CAP VALUE46.9K shares18.09%2025-12-312026-01-30history
SCHF SCHWAB INTERNATIONAL349.9K shares2.15%2025-12-312026-01-30history
Sponsored
SCHW CHARLES SCHWAB CORP71.0K shares-6.15%2025-12-312026-01-30history
VV VANGUARD LARGE CAP ETF20.3K shares0.58%2025-12-312026-01-30history
SCHM CHARLES SCHWAB US MC209.6K shares-2.47%2025-12-312026-01-30history
SCHWAB PRIME ADVANTAGE M SCHWAB PRIME ADVANTAGE M6.0M shares-6.31%2025-12-312026-01-30history
NVDA NVIDIA CORP30.9K shares3.74%2025-12-312026-01-30history
VTI VANGUARD TOTAL STOCK16.8K shares0.14%2025-12-312026-01-30history
SCHE SCHWAB EMERGING MARKETS147.0K shares-0.77%2025-12-312026-01-30history
SCHWAB PRIME ADVANTAGE M SCHWAB PRIME ADVANTAGE M4.5M shares-30.25%2025-12-312026-01-30history
Sponsored
IVV ISHARES CORE S&P 5006.3K shares-0.60%2025-12-312026-01-30history
VSS VGRD FTSE ALL WRLD EX US29.3K shares-2.05%2025-12-312026-01-30history
VOE VANGUARD MID CAP VALUE23.3K shares-1.51%2025-12-312026-01-30history
MSFT MICROSOFT CORP7.8K shares0.00%2025-12-312026-01-30history
IVW ISHARES S&P 500 GROWTH29.2K shares0.00%2025-12-312026-01-30history
SPSM ST STRET SPDR PRTFL S&P70.9K shares0.00%2025-12-312026-01-30history
SCHWAB GOVERNMENT MONEY SCHWAB GOVERNMENT MONEY3.2M shares7.87%2025-12-312026-01-30history
VYM VANGUARD HIGH DIVIDEND21.5K shares-0.96%2025-12-312026-01-30history
Sponsored
SCHG SCHWAB US LARGE CAP94.1K shares-0.73%2025-12-312026-01-30history
FIDELITY 500 INDEX FIDELITY 500 INDEX12.4K sharesnew addition2025-12-312026-01-30history
DGRO ISHARES CORE DIVIDEND40.9K shares-0.18%2025-12-312026-01-30history
BILS ST SRT SPDR BLMBRG 3 1228.2K shares170.04%2025-12-312026-01-30history
BSCQ INVSC BULLETSHA 2026 CRP135.0K shares60.06%2025-12-312026-01-30history
SPMD ST STRET SPDR PRTFL S&P44.9K shares0.00%2025-12-312026-01-30history
SPDW SPDR PORTFOLIO DVLPD57.6K shares-0.01%2025-12-312026-01-30history
VANGUARD 500 INDEX ADMIR VANGUARD 500 INDEX ADMIR4.0K sharesnew addition2025-12-312026-01-30history
Sponsored
BSCS INVESCO BULLETSHARS 2028122.7K shares66.52%2025-12-312026-01-30history
ALPHABET INC ALPHABET INC7.7K shares-12.48%2025-12-312026-01-30history
SCHC SCHWAB INTERNATNAL SMALL50.2K shares-0.41%2025-12-312026-01-30history
ALPHABET INC ALPHABET INC7.3K shares-13.41%2025-12-312026-01-30history
SPY SPDR S&P 500 ETF3.3K shares0.06%2025-12-312026-01-30history
IJH ISHARES CORE S&P MID CAP32.7K shares1.22%2025-12-312026-01-30history
US TREASURY US TREASURY2.1M shares0.00%2025-12-312026-01-30history
FE FIRSTENERGY CORP48.1K shares0.00%2025-12-312026-01-30history
Sponsored
AMZN AMAZON.COM INC9.2K shares-17.26%2025-12-312026-01-30history
IJR ISHARES CORE S&P SMALL17.3K shares-1.78%2025-12-312026-01-30history
SPEM SPDR INDEX SHARES EMERG43.7K shares-2.37%2025-12-312026-01-30history
SCHK SCHWAB 1000 INDEX ETF61.0K shares0.00%2025-12-312026-01-30history
IVE ISHARES S&P 500 VALUE9.3K shares0.00%2025-12-312026-01-30history
SCHY SCHWAB INTERNATIONAL64.4K shares-5.08%2025-12-312026-01-30history
BSCU INVESCO BULLETSHARES108.4K shares184.61%2025-12-312026-01-30history
INVSC QQQ TRUST SRS 1 INVSC QQQ TRUST SRS 12.9K shares-0.10%2025-12-312026-01-30history
Sponsored
SCHH CHARLES SCHWAB US REIT72.7K shares7.88%2025-12-312026-01-30history
USRT ISHARES CORE US REIT30.3K shares0.00%2025-12-312026-01-30history
JPM JPMORGAN CHASE & CO5.0K shares0.28%2025-12-312026-01-30history
IWR ISHARES RUSSELL MID CAP16.4K shares-0.91%2025-12-312026-01-30history
NFLX NETFLIX INC16.7K shares898.21%2025-12-312026-01-30history
META META PLATFORMS INC2.4K shares-1.78%2025-12-312026-01-30history
SHOP SHOPIFY INC F9.7K shares-9.93%2025-12-312026-01-30history
SCHWAB MUNICIPAL MONEY U SCHWAB MUNICIPAL MONEY U1.5M shares199.77%2025-12-312026-01-30history
Sponsored
AGG ISHARES CORE US14.8K shares-1.73%2025-12-312026-01-30history
US TREASURY US TREASURY1.5M sharesnew addition2025-12-312026-01-30history
VXF VANGUARD EXTENDED MARKET6.8K shares-1.37%2025-12-312026-01-30history
BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY4.8K shares102.32%2025-12-312026-01-30history
SPTS STATE STRET SPDR PRTFL S44.4K shares1.02%2025-12-312026-01-30history
FDX FEDEX CORP4.5K shares-4.84%2025-12-312026-01-30history
VTV VANGUARD VALUE ETF6.5K shares0.73%2025-12-312026-01-30history
BROADCOM INC BROADCOM INC3.6K shares-2.00%2025-12-312026-01-30history
Sponsored
DVY ISHARES SELECT DIVIDEND8.7K shares0.00%2025-12-312026-01-30history
BSCT INVSC BLTSHRS 2029 CORP63.8K shares0.11%2025-12-312026-01-30history
BSCX INVESCO BULLETSHARES54.9K shares1.42%2025-12-312026-01-30history
US TREASURY US TREASURY1.1M sharesnew addition2025-12-312026-01-30history
VEU VANGUARD FTSE ALL WORLD15.6K shares0.00%2025-12-312026-01-30history
AGI ALAMOS GOLD INC NEW F28.9K shares-0.34%2025-12-312026-01-30history
TOTAL MARKET EQUITY INDE TOTAL MARKET EQUITY INDE17.3K sharesnew addition2025-12-312026-01-30history
BSCR INVSC BULLETSHR 2027 CRP55.8K shares0.57%2025-12-312026-01-30history
Sponsored
XLK STATE STRET TEC SELECT7.6K shares99.63%2025-12-312026-01-30history
EWG ISHARES MSCI GERMANY25.5K shares0.00%2025-12-312026-01-30history
GLD SPDR GOLD SHARES ETF2.7K shares0.00%2025-12-312026-01-30history
IGRO ISHARES DIVIDEND GROWTH12.8K shares-0.57%2025-12-312026-01-30history
BSX BOSTON SCIENTIFIC CORP11.1K shares13.96%2025-12-312026-01-30history
SHORT TERM INCOME POOL SHORT TERM INCOME POOL84.6K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY1.0M sharesnew addition2025-12-312026-01-30history
AEM AGNICO EAGLE MINES LTD F6.0K shares-9.09%2025-12-312026-01-30history
Sponsored
US TREASURY US TREASURY1.0M sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY1.0M sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY1.0M sharesnew addition2025-12-312026-01-30history
IWY ISHARES RUSSELL TOP 2003.6K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY1.0M sharesnew addition2025-12-312026-01-30history
VTEB VANGUARD MUNI BND TAX19.6K shares20.10%2025-12-312026-01-30history
SHW SHERWIN-WILLIAMS CO3.0K shares-10.91%2025-12-312026-01-30history
CAT CATERPILLAR INC1.7K shares0.00%2025-12-312026-01-30history
Sponsored
SPSB ST STRET SPDR PRTFL S T32.3K shares4.35%2025-12-312026-01-30history
VO VANGUARD MID CAP ETF3.2K shares0.00%2025-12-312026-01-30history
MELI MERCADOLIBRE INC458 shares-5.18%2025-12-312026-01-30history
WAB WABTEC4.3K shares-2.25%2025-12-312026-01-30history
XOM EXXON MOBIL CORP7.5K shares-3.49%2025-12-312026-01-30history
IWX ISHARES RUSSELL TOP 2009.4K shares0.00%2025-12-312026-01-30history
IJJ ISHARES S&P MID CAP 4006.3K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY852.0K sharesnew addition2025-12-312026-01-30history
Sponsored
TSLA TESLA INC1.8K shares2.21%2025-12-312026-01-30history
VCIT VANGUARD INTERMEDIATE9.9K shares0.00%2025-12-312026-01-30history
SCHWAB TREASURY OBLIG MO SCHWAB TREASURY OBLIG MO827.7K shares21.60%2025-12-312026-01-30history
FLTR VANECK IG FLOATING RATE32.4K shares-0.81%2025-12-312026-01-30history
IWB ISHARES RUSSELL 10002.2K shares0.00%2025-12-312026-01-30history
BSCV INVESCO BULLTSHR 203148.9K shares31.23%2025-12-312026-01-30history
SPYD ST STRT SPDR PRTL S&P18.6K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY775.0K sharesnew addition2025-12-312026-01-30history
Sponsored
PGR PROGRESSIVE CORP OH3.4K shares1.26%2025-12-312026-01-30history
WMT WALMART INC7.0K shares0.03%2025-12-312026-01-30history
US TREASURY US TREASURY776.0K sharesnew addition2025-12-312026-01-30history
VANGUARD SMALL CAP INDEX VANGUARD SMALL CAP INDEX5.9K sharesnew addition2025-12-312026-01-30history
IEFA ISHARES CORE MSCI EAFE8.2K shares0.29%2025-12-312026-01-30history
CRWD CROWDSTRIKE HLDGS INC1.5K shares0.07%2025-12-312026-01-30history
HD HOME DEPOT INC2.1K shares0.00%2025-12-312026-01-30history
MUB ISHARES NATIONAL MUNI6.4K sharesnew addition2025-12-312026-01-30history
Sponsored
IWM ISHARES RUSSELL 20002.8K shares-3.89%2025-12-312026-01-30history
BLACKSTONE INC BLACKSTONE INC4.3K shares0.00%2025-12-312026-01-30history
VDE VANGUARD ENERGY ETF5.2K shares0.00%2025-12-312026-01-30history
XLG INVSC S P 500 TOP 5011.1K shares0.00%2025-12-312026-01-30history
INVSC S P 500 EQUAL INVSC S P 500 EQUAL3.4K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY646.0K sharesnew addition2025-12-312026-01-30history
VANGUARD TAX-MANAGED CAP VANGUARD TAX-MANAGED CAP1.7K sharesnew addition2025-12-312026-01-30history
MMC MARSH & MCLENNAN COS INC3.2K shares0.00%2025-12-312026-01-30history
Sponsored
DE DEERE & CO1.3K shares0.00%2025-12-312026-01-30history
INTERNATIONAL EQUITY IND INTERNATIONAL EQUITY IND22.7K sharesnew addition2025-12-312026-01-30history
AMERICAN FUNDS INCOME FU AMERICAN FUNDS INCOME FU22.7K sharesnew addition2025-12-312026-01-30history
ABBV ABBVIE INC2.5K shares-1.32%2025-12-312026-01-30history
TD TORONTO DOMINION BK ON F6.1K shares0.00%2025-12-312026-01-30history
IJK ISHARES S&P MID CAP 4005.9K shares0.07%2025-12-312026-01-30history
OEF ISHARES S&P 100 ETF1.6K shares0.00%2025-12-312026-01-30history
RWR ST SRT SPDR DOW JONES5.7K shares0.00%2025-12-312026-01-30history
Sponsored
QUAL ISHARES MSCI USA QLTY2.8K shares0.00%2025-12-312026-01-30history
T. ROWE PRICE GROWTH STO T. ROWE PRICE GROWTH STO4.9K sharesnew addition2025-12-312026-01-30history
T. ROWE PRICE VALUE I T. ROWE PRICE VALUE I11.1K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY590.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY555.0K sharesnew addition2025-12-312026-01-30history
VGK VANGUARD FTSE EUROPE6.2K shares0.00%2025-12-312026-01-30history
VONG VANGUARD RUSSELL 10004.2K shares0.00%2025-12-312026-01-30history
DFUS DIMENSIONAL US EQUITY6.8K shares0.00%2025-12-312026-01-30history
Sponsored
JNJ JOHNSON & JOHNSON2.4K shares-8.40%2025-12-312026-01-30history
GLDM SPDR GOLD MINISHARES ETV5.8K shares11.99%2025-12-312026-01-30history
CSCO CISCO SYS INC6.4K shares-11.83%2025-12-312026-01-30history
VYMI VANGUARD INTERNATNL HGH5.4K shares0.00%2025-12-312026-01-30history
CMI CUMMINS INC941 shares0.00%2025-12-312026-01-30history
AMERICAN FUNDS GROWTH FU AMERICAN FUNDS GROWTH FU6.0K sharesnew addition2025-12-312026-01-30history
EQX EQUINOX GOLD CORP F34.0K shares-10.53%2025-12-312026-01-30history
MONEY MARKET POOL MONEY MARKET POOL385.5K sharesnew addition2025-12-312026-01-30history
Sponsored
TTD THE TRADE DESK INC12.3K shares-11.32%2025-12-312026-01-30history
DAX HORIZONS TRUST I DAX10.1K shares-0.22%2025-12-312026-01-30history
CINF CINCINNATI FINL CORP2.7K sharesnew addition2025-12-312026-01-30history
VANGUARD MID CAP INDEX A VANGUARD MID CAP INDEX A1.2K sharesnew addition2025-12-312026-01-30history
NEW YORK N Y CITY NEW YORK N Y CITY370.0K sharesnew addition2025-12-312026-01-30history
HON HONEYWELL INTL INC2.2K shares0.00%2025-12-312026-01-30history
LLY ELI LILLY AND CO396 shares-4.12%2025-12-312026-01-30history
EFA ISHARES MSCI EAFE ETF4.4K shares-11.70%2025-12-312026-01-30history
Sponsored
USHY ISHARES BROAD USD HG YLD11.2K shares0.25%2025-12-312026-01-30history
MAR MARRIOTT INTL INC NEW1.3K shares0.00%2025-12-312026-01-30history
RIG TRANSOCEAN LTD F100.0K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY415.0K sharesnew addition2025-12-312026-01-30history
EATON CORP PLC F EATON CORP PLC F1.3K shares-0.46%2025-12-312026-01-30history
IBM IBM CORP1.4K shares0.07%2025-12-312026-01-30history
MCD MCDONALDS CORP1.3K shares-10.67%2025-12-312026-01-30history
US TREASURY US TREASURY395.0K sharesnew addition2025-12-312026-01-30history
Sponsored
US TREASURY US TREASURY391.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY383.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY384.0K sharesnew addition2025-12-312026-01-30history
MA MASTERCARD INC661 shares0.00%2025-12-312026-01-30history
IJS ISHARES S&P SMALL CAP3.3K shares0.03%2025-12-312026-01-30history
AMERICAN FUNDS AMERICAN AMERICAN FUNDS AMERICAN10.0K sharesnew addition2025-12-312026-01-30history
XLV STATE STRT HLTH CRE SLT2.4K shares0.00%2025-12-312026-01-30history
STIP ISHARES 0-5 YEAR TIPS3.6K shares0.00%2025-12-312026-01-30history
Sponsored
AMERICAN FUNDS WASHINGTO AMERICAN FUNDS WASHINGTO5.6K sharesnew addition2025-12-312026-01-30history
PG PROCTER & GAMBLE CO2.5K shares-14.08%2025-12-312026-01-30history
CAMX CAMBIAR AGGRESSIVE VALUE11.5K shares0.00%2025-12-312026-01-30history
WESDOME GOLD MINES LTD F WESDOME GOLD MINES LTD F21.5K shares7.50%2025-12-312026-01-30history
VANGUARD GROWTH INDEX AD VANGUARD GROWTH INDEX AD1.4K sharesnew addition2025-12-312026-01-30history
VBK VANGUARD SMALL CAP1.2K shares0.17%2025-12-312026-01-30history
KEY KEYCORP NEW17.0K shares0.00%2025-12-312026-01-30history
SCHB SCHWAB US BROAD MARKET13.3K shares0.01%2025-12-312026-01-30history
Sponsored
VOOG VANGUARD S&P 500 GROWTH763 shares0.00%2025-12-312026-01-30history
BNDX VANGUARD TOTAL7.0K shares4.87%2025-12-312026-01-30history
HOOVER ALA HOOVER ALA310.0K sharesnew addition2025-12-312026-01-30history
BOULDER COLO WTR BOULDER COLO WTR300.0K sharesnew addition2025-12-312026-01-30history
AME AMETEK INC NEW1.6K shares4.02%2025-12-312026-01-30history
MS MORGAN STANLEY1.8K shares-7.11%2025-12-312026-01-30history
HAMILTON CNTY OHIO HAMILTON CNTY OHIO355.0K shares0.00%2025-12-312026-01-30history
OHIO ST WTR DEV AUT OHIO ST WTR DEV AUT290.0K sharesnew addition2025-12-312026-01-30history
Sponsored
PSX PHILLIPS 662.5K shares-5.91%2025-12-312026-01-30history
NEW JERSEY HEALT NEW JERSEY HEALT290.0K sharesnew addition2025-12-312026-01-30history
SPIP ST SRT SPDR PORTFOLIO12.1K shares0.00%2025-12-312026-01-30history
BSMU INVESCO BULLSHR 2030 MUP14.2K shares0.00%2025-12-312026-01-30history
FIDELITY EXTENDED MARKET FIDELITY EXTENDED MARKET3.1K sharesnew addition2025-12-312026-01-30history
MASSACHUSETTS ST DE MASSACHUSETTS ST DE275.0K sharesnew addition2025-12-312026-01-30history
KMI KINDER MORGAN INC DEL11.3K shares-1.85%2025-12-312026-01-30history
SMALL CAP EQUITY POOL SMALL CAP EQUITY POOL6.0K sharesnew addition2025-12-312026-01-30history
Sponsored
IJT ISHARES S&P SMLL CAP 6002.1K shares0.00%2025-12-312026-01-30history
AON PLC F AON PLC F859 shares0.00%2025-12-312026-01-30history
FREL FIDELITY MSCI REAL11.1K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY302.0K sharesnew addition2025-12-312026-01-30history
FORT BEND CNTY TEX FORT BEND CNTY TEX270.0K sharesnew addition2025-12-312026-01-30history
TDG TRANSDIGM GROUP INC223 shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY295.0K sharesnew addition2025-12-312026-01-30history
SCHWAB GOVERNMENT MONEY SCHWAB GOVERNMENT MONEY293.3K shares-8.68%2025-12-312026-01-30history
Sponsored
VANGUARD EXTENDED MARKET VANGUARD EXTENDED MARKET1.8K sharesnew addition2025-12-312026-01-30history
HSBC HSBC HLDGS PLC F3.7K shares0.00%2025-12-312026-01-30history
ORCL ORACLE CORP1.5K shares-0.66%2025-12-312026-01-30history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.7K shares0.00%2025-12-312026-01-30history
OHIO ST WTR DEV AUT OHIO ST WTR DEV AUT250.0K sharesnew addition2025-12-312026-01-30history
STERIS PLC F STERIS PLC F1.1K shares-11.54%2025-12-312026-01-30history
PENNSYLVANIA ST TPK PENNSYLVANIA ST TPK275.0K sharesnew addition2025-12-312026-01-30history
PFFD GLOBAL X US PREFERRED15.0K shares-21.90%2025-12-312026-01-30history
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WELL WELLTOWER INC1.5K shares0.00%2025-12-312026-01-30history
FRANKLIN CNTY WASH FRANKLIN CNTY WASH250.0K sharesnew addition2025-12-312026-01-30history
ADI ANALOG DEVICES INC992 shares0.00%2025-12-312026-01-30history
CONNECTICUT ST SPL CONNECTICUT ST SPL250.0K sharesnew addition2025-12-312026-01-30history
SCHWAB S&P 500 INDEX SCHWAB S&P 500 INDEX15.1K sharesnew addition2025-12-312026-01-30history
BSCW INVESCO BULLETSHS 203212.7K shares0.00%2025-12-312026-01-30history
FLRN ST STRT SPDR BBRG INV8.6K shares0.00%2025-12-312026-01-30history
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DGRW WISDOMTREE US QLT DIV2.9K shares0.00%2025-12-312026-01-30history
VGIT VANGUARD INTER-TERM4.3K shares0.00%2025-12-312026-01-30history
IWD ISHARES RUSSELL 10001.2K sharesnew addition2025-12-312026-01-30history
MTUM ISHARES MSCI USA MOMNTUM1.0K shares0.00%2025-12-312026-01-30history
HBAN HUNTINGTON BANCSHARES IN14.8K shares-17.57%2025-12-312026-01-30history
FIDELITY ADVISOR EMERGIN FIDELITY ADVISOR EMERGIN3.8K sharesnew addition2025-12-312026-01-30history
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RTX RTX CORP1.4K shares0.00%2025-12-312026-01-30history
ISCV ISHARES MORN SMALL CAP3.7K shares0.00%2025-12-312026-01-30history
US TREASURY US TREASURY250.0K sharesnew addition2025-12-312026-01-30history
VOOV VANGUARD S&P 500 VALUE1.2K shares0.00%2025-12-312026-01-30history
HUMBLE TEX INDPT SC HUMBLE TEX INDPT SC225.0K sharesnew addition2025-12-312026-01-30history
WISCONSIN ST WISCONSIN ST225.0K sharesnew addition2025-12-312026-01-30history
TMO THERMO FISHER SCIENTIFIC428 shares0.00%2025-12-312026-01-30history
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PIMA CNTY ARIZ CTFS PIMA CNTY ARIZ CTFS220.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY250.0K sharesnew addition2025-12-312026-01-30history
ING ING GROEP N V F8.7K shares0.00%2025-12-312026-01-30history
BSMQ INVESCO BLETSHS 202610.3K shares0.00%2025-12-312026-01-30history
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MADISON WIS MET SCH MADISON WIS MET SCH230.0K sharesnew addition2025-12-312026-01-30history
MIAMI-DADE CNTY FLA MIAMI-DADE CNTY FLA215.0K sharesnew addition2025-12-312026-01-30history
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PEP PEPSICO INC1.6K shares-14.51%2025-12-312026-01-30history
CACI CACI INTL INC427 shares0.00%2025-12-312026-01-30history
IVANHOE MINES LTD F IVANHOE MINES LTD F20.0K shares0.00%2025-12-312026-01-30history
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LOWER COLO RIV A LOWER COLO RIV A200.0K sharesnew addition2025-12-312026-01-30history
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UNH UNITEDHEALTH GROUP INC681 shares1.49%2025-12-312026-01-30history
NEW JERSEY ECONOMIC NEW JERSEY ECONOMIC200.0K sharesnew addition2025-12-312026-01-30history
WEST VA PKWYS AUTH WEST VA PKWYS AUTH200.0K sharesnew addition2025-12-312026-01-30history
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GOLDMAN SACHS GQG PTNRS GOLDMAN SACHS GQG PTNRS9.8K sharesnew addition2025-12-312026-01-30history
LINDE PLC F LINDE PLC F512 shares-16.34%2025-12-312026-01-30history
HY HYSTER YALE INC7.3K shares0.00%2025-12-312026-01-30history
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MERCK & CO. INC. MERCK & CO. INC.2.1K shares-15.14%2025-12-312026-01-30history
ZS ZSCALER INC959 shares-36.66%2025-12-312026-01-30history
JPMORGAN EMERGING MARKET JPMORGAN EMERGING MARKET5.1K sharesnew addition2025-12-312026-01-30history
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IWV ISHARES RUSSELL 3000555 shares0.00%2025-12-312026-01-30history
GE AEROSPACE GE AEROSPACE694 shares0.00%2025-12-312026-01-30history
V VISA INC609 shares0.00%2025-12-312026-01-30history
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HAWAII ST HWY REV HAWAII ST HWY REV190.0K sharesnew addition2025-12-312026-01-30history
MFS INTL DIVERSIFICATION MFS INTL DIVERSIFICATION7.4K sharesnew addition2025-12-312026-01-30history
MUNCIE IND SAN DIST MUNCIE IND SAN DIST220.0K sharesnew addition2025-12-312026-01-30history
KO THE COCA-COLA CO2.9K shares-11.72%2025-12-312026-01-30history
AIT APPLIED INDL TECHNOLOGIE795 shares0.00%2025-12-312026-01-30history
CVE CENOVUS ENERGY INC F12.0K shares0.00%2025-12-312026-01-30history
VTIP VANGUARD SHRT INF PROT4.1K shares0.93%2025-12-312026-01-30history
NEW HAMPSHIRE HEALT NEW HAMPSHIRE HEALT200.0K sharesnew addition2025-12-312026-01-30history
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VANGUARD PRIMECAP INV VANGUARD PRIMECAP INV1.1K sharesnew addition2025-12-312026-01-30history
SCHWAB MUNICIPAL MONEY I SCHWAB MUNICIPAL MONEY I200.0K shares0.00%2025-12-312026-01-30history
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NEM NEWMONT CORP2.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY225.0K sharesnew addition2025-12-312026-01-30history
FLAT ROCK OPPORTUNITY CO FLAT ROCK OPPORTUNITY CO12.2K sharesnew addition2025-12-312026-01-30history
WHATCOM CNTY WASH S WHATCOM CNTY WASH S175.0K sharesnew addition2025-12-312026-01-30history
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UNP UNION PAC CORP836 sharesnew addition2025-12-312026-01-30history
BSCZ INVESCO BULLETSHS 20359.2K sharesnew addition2025-12-312026-01-30history
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FRANKLIN UTILITIES ADV FRANKLIN UTILITIES ADV7.7K sharesnew addition2025-12-312026-01-30history
IYR ISHARES US REAL ESTATE2.0K sharesnew addition2025-12-312026-01-30history
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CRM SALESFORCE INC692 sharesnew addition2025-12-312026-01-30history
BURLESON TEX BURLESON TEX170.0K sharesnew addition2025-12-312026-01-30history
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VANGUARD WINDSOR II ADMI VANGUARD WINDSOR II ADMI2.1K sharesnew addition2025-12-312026-01-30history
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IVLU ISHARES MSCI INTL VALUE4.5K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY179.0K sharesnew addition2025-12-312026-01-30history
ELEMENT FLEET MANAGE F ELEMENT FLEET MANAGE F6.4K sharesnew addition2025-12-312026-01-30history
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CVX CHEVRON CORP NEW1.1K shares-24.64%2025-12-312026-01-30history
WILDWOOD UTIL DEPEN WILDWOOD UTIL DEPEN150.0K sharesnew addition2025-12-312026-01-30history
GEV GE VERNOVA INC249 sharesnew addition2025-12-312026-01-30history
WISCONSIN ST HEALTH WISCONSIN ST HEALTH160.0K sharesnew addition2025-12-312026-01-30history
SCCO SOUTHERN COPPER CORP1.1K sharesnew addition2025-12-312026-01-30history
SCHV SCHWAB US LARGE CAP5.3K sharesnew addition2025-12-312026-01-30history
TSM TAIWAN SEMICONDUCTOR M F518 sharesnew addition2025-12-312026-01-30history
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WEST VIRGINIA S WEST VIRGINIA S160.0K sharesnew addition2025-12-312026-01-30history
SFL SFL CORP LTD F20.0K shares0.00%2025-12-312026-01-30history
PTON PELOTON INTERACTIVE INC25.2K shares0.00%2025-12-312026-01-30history
AMERICAN FUNDS INVMT CO AMERICAN FUNDS INVMT CO2.5K sharesnew addition2025-12-312026-01-30history
DRI DARDEN RESTAURANTS INC834 sharesnew addition2025-12-312026-01-30history
VZ VERIZON COMMUNICATIONS I3.7K sharesnew addition2025-12-312026-01-30history
BALANCED POOL BALANCED POOL1.5K sharesnew addition2025-12-312026-01-30history
T. ROWE PRICE ALL-CAP OP T. ROWE PRICE ALL-CAP OP1.9K sharesnew addition2025-12-312026-01-30history
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ESGV VANGUARD ESG US STOCK1.2K sharesnew addition2025-12-312026-01-30history
ROK ROCKWELL AUTOMATION INC372 sharesnew addition2025-12-312026-01-30history
ITW ILLINOIS TOOL WKS INC586 shares-29.06%2025-12-312026-01-30history
LAM RESH CORP LAM RESH CORP843 sharesnew addition2025-12-312026-01-30history
SMH VANECK SEMICONDUCTOR400 sharesnew addition2025-12-312026-01-30history
WFC WELLS FARGO & CO1.5K sharesnew addition2025-12-312026-01-30history
FLAT ROCK ENHANCED INCOM FLAT ROCK ENHANCED INCOM6.5K sharesnew addition2025-12-312026-01-30history
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COLUMBIA DIVIDEND INCOME COLUMBIA DIVIDEND INCOME3.8K sharesnew addition2025-12-312026-01-30history
ENB ENBRIDGE INC F2.9K sharesnew addition2025-12-312026-01-30history
SDOG ALPS SECTOR DIVIDEND2.3K sharesnew addition2025-12-312026-01-30history
EPI WISDOMTREE INDIA3.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY145.0K sharesnew addition2025-12-312026-01-30history
PH PARKER-HANNIFIN CORP155 sharesnew addition2025-12-312026-01-30history
HAMILTON CNTY OHIO HAMILTON CNTY OHIO140.0K shares0.00%2025-12-312026-01-30history
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DHR DANAHER CORP590 sharesnew addition2025-12-312026-01-30history
UBER UBER TECHNOLOGIES INC1.6K sharesnew addition2025-12-312026-01-30history
FTCS FIRST TRUST CAPITAL1.4K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY132.0K sharesnew addition2025-12-312026-01-30history
DFAC DIMENSIONAL U S CORE3.4K sharesnew addition2025-12-312026-01-30history
CITIGROUP INC CITIGROUP INC1.1K sharesnew addition2025-12-312026-01-30history
PUTNAM LARGE CAP VALUE Y PUTNAM LARGE CAP VALUE Y3.4K sharesnew addition2025-12-312026-01-30history
GLW CORNING INC1.5K sharesnew addition2025-12-312026-01-30history
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US TREASURY US TREASURY138.0K sharesnew addition2025-12-312026-01-30history
EEM ISHARES MSCI EMERGING2.4K sharesnew addition2025-12-312026-01-30history
WPM WHEATON PRECIOUS METAL F1.1K sharesnew addition2025-12-312026-01-30history
DTE DTE ENERGY CO1.0K sharesnew addition2025-12-312026-01-30history
SLV ISHARES SILVER TRUST2.0K sharesnew addition2025-12-312026-01-30history
GDX VANECK GOLD MINERS ETF1.5K sharesnew addition2025-12-312026-01-30history
TKR TIMKEN CO1.5K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY130.0K sharesnew addition2025-12-312026-01-30history
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AMAT APPLIED MATLS INC500 sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY128.0K sharesnew addition2025-12-312026-01-30history
MO ALTRIA GROUP INC2.2K sharesnew addition2025-12-312026-01-30history
AMERICAN FUNDS NEW PERSP AMERICAN FUNDS NEW PERSP1.7K sharesnew addition2025-12-312026-01-30history
XLY STATE STRT CONS DSRY SLT1.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY112.0K shares0.00%2025-12-312026-01-30history
MFS MID CAP VALUE I MFS MID CAP VALUE I3.8K sharesnew addition2025-12-312026-01-30history
EWX SPDR S&P EMERGING MRKT1.8K sharesnew addition2025-12-312026-01-30history
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PM PHILIP MORRIS INTL INC739 sharesnew addition2025-12-312026-01-30history
DIS DISNEY WALT CO1.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY106.0K shares0.00%2025-12-312026-01-30history
EMXC ISHARES MSCI EMERGING1.6K sharesnew addition2025-12-312026-01-30history
SCHWAB 1000 INDEX SCHWAB 1000 INDEX8.0K sharesnew addition2025-12-312026-01-30history
BLACKROCK INC NEW BLACKROCK INC NEW109 sharesnew addition2025-12-312026-01-30history
DFA INTERMEDIATE GOVT FI DFA INTERMEDIATE GOVT FI10.3K sharesnew addition2025-12-312026-01-30history
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NDSN NORDSON CORP471 sharesnew addition2025-12-312026-01-30history
TSCO TRACTOR SUPPLY CO2.3K sharesnew addition2025-12-312026-01-30history
NKE NIKE INC1.8K sharesnew addition2025-12-312026-01-30history
MFS VALUE R6 MFS VALUE R62.3K sharesnew addition2025-12-312026-01-30history
LOW LOWES COS INC463 sharesnew addition2025-12-312026-01-30history
WM WASTE MGMT INC DEL508 sharesnew addition2025-12-312026-01-30history
PENNSYLVANIA ST HIG PENNSYLVANIA ST HIG100.0K sharesnew addition2025-12-312026-01-30history
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LQD ISHARES IBOXX INVT GRADE989 sharesnew addition2025-12-312026-01-30history
VANGUARD EQUITY-INCOME A VANGUARD EQUITY-INCOME A1.2K sharesnew addition2025-12-312026-01-30history
T. ROWE PRICE EQUITY IND T. ROWE PRICE EQUITY IND606 sharesnew addition2025-12-312026-01-30history
PKW INVSC BUYBACK ACHIEVERS800 sharesnew addition2025-12-312026-01-30history
PPTA PERPETUA RES CORP F4.4K sharesnew addition2025-12-312026-01-30history
EPD ENTERPRISE PRODS PART LP3.3K sharesnew addition2025-12-312026-01-30history
AMERICAN FUNDS AMCAP F3 AMERICAN FUNDS AMCAP F32.3K sharesnew addition2025-12-312026-01-30history
ELV ELEVANCE HEALTH INC300 sharesnew addition2025-12-312026-01-30history
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AMERICAN FUNDS FUNDAMENT AMERICAN FUNDS FUNDAMENT1.1K sharesnew addition2025-12-312026-01-30history
NEE NEXTERA ENERGY INC1.3K sharesnew addition2025-12-312026-01-30history
VANGUARD DEVELOPED MARKE VANGUARD DEVELOPED MARKE5.1K sharesnew addition2025-12-312026-01-30history
CEG CONSTELLATION ENERGY COR289 sharesnew addition2025-12-312026-01-30history
CLIFFWATER CORPORATE LEN CLIFFWATER CORPORATE LEN9.8K sharesnew addition2025-12-312026-01-30history
STNG SCORPIO TANKERS INC F2.0K sharesnew addition2025-12-312026-01-30history
PURDUE UNIV IND CTF PURDUE UNIV IND CTF100.0K sharesnew addition2025-12-312026-01-30history
FIDELITY SELECT SEMICOND FIDELITY SELECT SEMICOND2.3K sharesnew addition2025-12-312026-01-30history
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BNY MELLON, NTNL BNY MELLON, NTNL100.0K shares0.00%2025-12-312026-01-30history
PGIM JENNISON FOCUSED GR PGIM JENNISON FOCUSED GR3.0K sharesnew addition2025-12-312026-01-30history
AMERICAN FUNDS CAPITAL I AMERICAN FUNDS CAPITAL I1.3K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY100.0K sharesnew addition2025-12-312026-01-30history
MORGAN STANLEY VAR MORGAN STANLEY VAR100.0K shares0.00%2025-12-312026-01-30history
CAPITAL ONE FINL VAR CAPITAL ONE FINL VAR100.0K shares0.00%2025-12-312026-01-30history
PAYX PAYCHEX INC876 sharesnew addition2025-12-312026-01-30history
LECO LINCOLN ELEC HLDGS INC406 sharesnew addition2025-12-312026-01-30history
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DFA US LARGE CAP VALUE I DFA US LARGE CAP VALUE I1.7K sharesnew addition2025-12-312026-01-30history
NEU NEWMARKET CORP140 sharesnew addition2025-12-312026-01-30history
MEDTRONIC PLC F MEDTRONIC PLC F1.0K sharesnew addition2025-12-312026-01-30history
CANAL WINCHESTER OH CANAL WINCHESTER OH125.0K shares0.00%2025-12-312026-01-30history
TIPX ST SRT SPDR BMBG 1 105.0K sharesnew addition2025-12-312026-01-30history
PSA PUBLIC STORAGE366 sharesnew addition2025-12-312026-01-30history
IAUX I-80 GOLD CORP F65.0K shares-9.72%2025-12-312026-01-30history
T. ROWE PRICE SMALL-CAP T. ROWE PRICE SMALL-CAP1.9K sharesnew addition2025-12-312026-01-30history
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AEE AMEREN CORP943 sharesnew addition2025-12-312026-01-30history
EMR EMERSON ELEC CO707 sharesnew addition2025-12-312026-01-30history
SYY SYSCO CORP1.3K sharesnew addition2025-12-312026-01-30history
FITB FIFTH THIRD BANCORP2.0K sharesnew addition2025-12-312026-01-30history
SPYG ST STRT SPDR PRTL S&P876 sharesnew addition2025-12-312026-01-30history
BMI BADGER METER INC534 sharesnew addition2025-12-312026-01-30history
TJX TJX COS INC NEW600 sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY103.0K sharesnew addition2025-12-312026-01-30history
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US TREASURY US TREASURY102.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY95.0K sharesnew addition2025-12-312026-01-30history
VLO VALERO ENERGY CORP NEW545 sharesnew addition2025-12-312026-01-30history
AFL AFLAC INC801 sharesnew addition2025-12-312026-01-30history
COLUMBUS OHIO COLUMBUS OHIO80.0K shares0.00%2025-12-312026-01-30history
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AKRE FOCUS ETF AKRE FOCUS ETF1.3K sharesnew addition2025-12-312026-01-30history
FIDELITY CONTRAFUND FIDELITY CONTRAFUND3.6K sharesnew addition2025-12-312026-01-30history
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KENTUCKY ST PPTY KENTUCKY ST PPTY80.0K sharesnew addition2025-12-312026-01-30history
BRC BRADY CORP1.1K sharesnew addition2025-12-312026-01-30history
JANUS HENDERSON ENTERPRI JANUS HENDERSON ENTERPRI596 sharesnew addition2025-12-312026-01-30history
AMERICAN FUNDS CAPITAL W AMERICAN FUNDS CAPITAL W1.2K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY91.0K sharesnew addition2025-12-312026-01-30history
IEMG ISHARES CORE MSCI1.3K sharesnew addition2025-12-312026-01-30history
COP CONOCOPHILLIPS905 sharesnew addition2025-12-312026-01-30history
VANGUARD TAX-MANAGED BAL VANGUARD TAX-MANAGED BAL1.7K sharesnew addition2025-12-312026-01-30history
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MACQUARIE GROUP LTD F MACQUARIE GROUP LTD F590 sharesnew addition2025-12-312026-01-30history
DFA US SMALL CAP I DFA US SMALL CAP I1.5K sharesnew addition2025-12-312026-01-30history
WDS WOODSIDE ENERGY GROUP F5.1K sharesnew addition2025-12-312026-01-30history
CONSERVATIVE POOL CONSERVATIVE POOL3.8K sharesnew addition2025-12-312026-01-30history
PAAS PAN AMERN SILVER CORP F1.5K sharesnew addition2025-12-312026-01-30history
AMERICAN FUNDS AMERICAN AMERICAN FUNDS AMERICAN1.3K sharesnew addition2025-12-312026-01-30history
ADP AUTOMATIC DATA PROCESSIN290 sharesnew addition2025-12-312026-01-30history
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PLTR PALANTIR TECHNOLOGIES IN415 sharesnew addition2025-12-312026-01-30history
LSCC LATTICE SEMICONDUCTOR CO1.0K sharesnew addition2025-12-312026-01-30history
UFPI UFP INDS INC798 sharesnew addition2025-12-312026-01-30history
PRU PRUDENTIAL FINL INC660 sharesnew addition2025-12-312026-01-30history
DFA LARGE CAP INTERNATIO DFA LARGE CAP INTERNATIO2.1K sharesnew addition2025-12-312026-01-30history
FNDC SCHWAB FUNDTL INTRNL SML1.6K sharesnew addition2025-12-312026-01-30history
ALB ALBEMARLE CORP492 sharesnew addition2025-12-312026-01-30history
VANGUARD HEALTH CARE ADM VANGUARD HEALTH CARE ADM806 sharesnew addition2025-12-312026-01-30history
Sponsored
COLUMBUS OHIO COLUMBUS OHIO65.0K shares0.00%2025-12-312026-01-30history
GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP204 sharesnew addition2025-12-312026-01-30history
XT ISHARES FUTURE EXPONENTL978 sharesnew addition2025-12-312026-01-30history
CTAS CINTAS CORP360 sharesnew addition2025-12-312026-01-30history
CLEVELAND OHIO WTR CLEVELAND OHIO WTR65.0K shares0.00%2025-12-312026-01-30history
OHIO ST WTR DEV AUT OHIO ST WTR DEV AUT60.0K shares0.00%2025-12-312026-01-30history
CHD CHURCH & DWIGHT INC784 sharesnew addition2025-12-312026-01-30history
VGT VANGUARD INFORMATION87 sharesnew addition2025-12-312026-01-30history
Sponsored
SJM SMUCKER J M CO670 sharesnew addition2025-12-312026-01-30history
IAGG ISHARES INTERNTINL1.3K sharesnew addition2025-12-312026-01-30history
SKYY FIRST TRUST CLOUD496 sharesnew addition2025-12-312026-01-30history
TROW PRICE T ROWE GROUP INC623 sharesnew addition2025-12-312026-01-30history
VANGUARD REAL ESTATE IND VANGUARD REAL ESTATE IND507 sharesnew addition2025-12-312026-01-30history
CLEVELAND OHIO INCO CLEVELAND OHIO INCO60.0K shares0.00%2025-12-312026-01-30history
DFA FIVE-YEAR GLOBAL FIX DFA FIVE-YEAR GLOBAL FIX6.3K sharesnew addition2025-12-312026-01-30history
BSCY INVESCO BULLETSHARES3.0K sharesnew addition2025-12-312026-01-30history
Sponsored
DODGE & COX STOCK I DODGE & COX STOCK I3.8K sharesnew addition2025-12-312026-01-30history
DBA INVESCO DB AGRICULTURE2.5K sharesnew addition2025-12-312026-01-30history
UBS UBS GROUP AG F1.4K sharesnew addition2025-12-312026-01-30history
GS FIN CORP. GS FIN CORP.50.0K sharesnew addition2025-12-312026-01-30history
VANGUARD BALANCED INDEX VANGUARD BALANCED INDEX1.2K sharesnew addition2025-12-312026-01-30history
OHIO ST WTR DEV AUT OHIO ST WTR DEV AUT55.0K shares0.00%2025-12-312026-01-30history
GNRC GENERAC HLDGS INC450 sharesnew addition2025-12-312026-01-30history
AMD ADVANCED MICRO DEVIC285 sharesnew addition2025-12-312026-01-30history
Sponsored
SILJ AMPLIFY JUNIOR SILVER2.2K sharesnew addition2025-12-312026-01-30history
KLAC KLA CORP50 sharesnew addition2025-12-312026-01-30history
EIS ISHARES MSCI ISRAEL ETF551 sharesnew addition2025-12-312026-01-30history
FIDELITY MAGELLAN FIDELITY MAGELLAN4.1K sharesnew addition2025-12-312026-01-30history
VANGUARD WELLINGTON ADMI VANGUARD WELLINGTON ADMI780 sharesnew addition2025-12-312026-01-30history
EFG ISHARES MSCI EAFE GROWTH527 sharesnew addition2025-12-312026-01-30history
DTM DT MIDSTREAM INC500 sharesnew addition2025-12-312026-01-30history
VICTORY DIVERSIFIED STOC VICTORY DIVERSIFIED STOC2.5K sharesnew addition2025-12-312026-01-30history
Sponsored
SII SPROTT INC F600 sharesnew addition2025-12-312026-01-30history
SPMB ST STRET SPDR PRTFL MRTG2.6K sharesnew addition2025-12-312026-01-30history
MMM 3M CO358 sharesnew addition2025-12-312026-01-30history
MOJAVE CALIF WTR AG MOJAVE CALIF WTR AG55.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY58.0K sharesnew addition2025-12-312026-01-30history
US TREASURY US TREASURY57.0K sharesnew addition2025-12-312026-01-30history
SOUTH BROWARD HOSP SOUTH BROWARD HOSP55.0K sharesnew addition2025-12-312026-01-30history
MKC MCCORMICK & CO INC828 sharesnew addition2025-12-312026-01-30history
Sponsored
US TREASURY US TREASURY57.0K sharesnew addition2025-12-312026-01-30history
GSLC GOLDMAN SACHS ACTVBETA425 sharesnew addition2025-12-312026-01-30history
PUTNAM CORE EQUITY FUND PUTNAM CORE EQUITY FUND1.1K sharesnew addition2025-12-312026-01-30history
VXUS VANGUARD TOTAL740 sharesnew addition2025-12-312026-01-30history

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Put Option Holdings
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