Basic Stats
Portfolio Value $ 150,210,675
Current Positions 61
Latest Holdings, Performance, AUM (from 13F, 13D)

Guardian Wealth Management, Inc. has disclosed 61 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 150,210,675 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Guardian Wealth Management, Inc.’s top holdings are Sterling Infrastructure, Inc. (US:STRL) , AutoZone, Inc. (US:AZO) , Arista Networks Inc (US:ANET) , Apollo Global Management, Inc. (US:APO) , and Nelnet, Inc. (US:NNI) . Guardian Wealth Management, Inc.’s new positions include Amcor plc (US:AMCR) , Palantir Technologies Inc. (US:PLTR) , .

Guardian Wealth Management, Inc. - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.05 11.70 7.7897 4.0069
0.23 2.10 1.3993 1.3993
0.02 3.09 2.0542 1.2521
0.10 4.37 2.9111 1.1579
0.07 6.97 4.6422 1.1182
0.06 4.64 3.0878 1.1016
0.14 4.82 3.2069 0.8591
0.27 4.99 3.3218 0.6180
0.24 2.46 1.6383 0.5071
0.06 3.79 2.5236 0.4741
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.01 5.49 3.6517 -0.5191
0.03 5.46 3.6326 -0.4502
0.03 2.77 1.8456 -0.2767
0.08 3.03 2.0192 -0.2391
0.03 2.18 1.4489 -0.1927
0.02 2.10 1.3972 -0.1858
0.02 1.90 1.2628 -0.1766
0.03 2.58 1.7207 -0.1379
0.02 2.09 1.3888 -0.1365
0.11 2.97 1.9751 -0.1216
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
STRL / Sterling Infrastructure, Inc. 0.05 1.32 11.70 106.51 7.7897 4.0069
AZO / AutoZone, Inc. 0.00 1.18 7.33 -1.49 4.8784 -0.0877
ANET / Arista Networks Inc 0.07 0.04 6.97 32.11 4.6422 1.1182
APO / Apollo Global Management, Inc. 0.04 0.46 6.18 4.08 4.1111 0.1499
NNI / Nelnet, Inc. 0.05 2.97 5.78 12.43 3.8476 0.4156
LLY / Eli Lilly and Company 0.01 -6.97 5.49 -12.20 3.6517 -0.5191
ABBV / AbbVie Inc. 0.03 0.71 5.46 -10.78 3.6326 -0.4502
STR / Sitio Royalties Corp. 0.27 33.19 4.99 23.22 3.3218 0.6180
UTI / Universal Technical Institute, Inc. 0.14 3.79 4.82 37.00 3.2069 0.8591
SSNC / SS&C Technologies Holdings, Inc. 0.06 57.28 4.64 55.90 3.0878 1.1016
OXY / Occidental Petroleum Corporation 0.10 95.65 4.37 66.49 2.9111 1.1579
KKR / KKR & Co. Inc. 0.03 0.48 4.21 15.63 2.8029 0.3718
BN / Brookfield Corporation 0.06 4.64 3.79 23.49 2.5236 0.4741
ABT / Abbott Laboratories 0.03 0.05 3.78 2.58 2.5171 0.0564
WM / Waste Management, Inc. 0.02 0.11 3.44 -1.04 2.2910 -0.0308
NICE / NICE Ltd. - Depositary Receipt (Common Stock) 0.02 134.42 3.09 156.87 2.0542 1.2521
LKQ / LKQ Corporation 0.08 3.06 3.03 -10.32 2.0192 -0.2391
FRPH / FRP Holdings, Inc. 0.11 0.37 2.97 -5.54 1.9751 -0.1216
AYI / Acuity Inc. 0.01 1.31 2.83 14.77 1.8830 0.2377
COP / ConocoPhillips 0.03 2.06 2.77 -12.78 1.8456 -0.2767
NPK / National Presto Industries, Inc. 0.03 -16.68 2.58 -7.15 1.7207 -0.1379
PG / The Procter & Gamble Company 0.02 0.99 2.57 -5.59 1.7093 -0.1064
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF 0.03 3.74 2.52 4.47 1.6794 0.0673
TXN / Texas Instruments Incorporated 0.01 0.94 2.49 16.61 1.6596 0.2325
PX / P10, Inc. 0.24 66.98 2.46 45.22 1.6383 0.5071
MA / Mastercard Incorporated 0.00 0.65 2.42 3.15 1.6121 0.0450
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0.03 2.88 2.33 4.35 1.5496 0.0603
OMC / Omnicom Group Inc. 0.03 2.01 2.18 -11.47 1.4489 -0.1927
AMCR / Amcor plc 0.23 2.10 1.3993 1.3993
PEP / PepsiCo, Inc. 0.02 0.51 2.10 -11.51 1.3972 -0.1858
KMB / Kimberly-Clark Corporation 0.02 0.73 2.09 -8.67 1.3888 -0.1365
JNJ / Johnson & Johnson 0.01 1.02 2.08 -6.93 1.3861 -0.1077
GPN / Global Payments Inc. 0.02 7.63 1.90 -12.06 1.2628 -0.1766
STAG / STAG Industrial, Inc. 0.05 1.62 1.81 2.09 1.2052 0.0211
UL / Unilever PLC - Depositary Receipt (Common Stock) 0.03 1.93 1.79 4.73 1.1931 0.0504
LH / Labcorp Holdings Inc. 0.01 -0.35 1.63 12.47 1.0871 0.1172
DIS / The Walt Disney Company 0.01 -0.82 1.56 24.60 1.0354 0.2021
MMM / 3M Company 0.01 0.46 1.54 4.19 1.0266 0.0380
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF 0.06 -4.79 1.40 5.36 0.9300 0.0450
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.05 0.30 1.37 -4.94 0.9104 -0.0500
LMT / Lockheed Martin Corporation 0.00 -3.38 1.33 0.08 0.8886 -0.0015
RVTY / Revvity, Inc. 0.01 -0.42 1.10 -8.98 0.7294 -0.0742
AAPL / Apple Inc. 0.01 -0.78 1.05 -8.38 0.6985 -0.0659
CAT / Caterpillar Inc. 0.00 -0.22 0.90 17.41 0.5973 0.0872
PINE / Alpine Income Property Trust, Inc. 0.06 2.97 0.88 -9.40 0.5839 -0.0624
BR / Broadridge Financial Solutions, Inc. 0.00 -6.23 0.78 -6.04 0.5184 -0.0347
SIRI / Sirius XM Holdings Inc. 0.03 0.49 0.75 2.47 0.4966 0.0102
WBD / Warner Bros. Discovery, Inc. 0.06 -0.86 0.66 5.82 0.4366 0.0231
MSFT / Microsoft Corporation 0.00 1.06 0.62 33.98 0.4123 0.1035
NWN / Northwest Natural Holding Company 0.02 2.34 0.61 -4.84 0.4063 -0.0219
PSX / Phillips 66 0.00 -17.54 0.54 -20.29 0.3611 -0.0934
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0.00 0.57 0.48 5.25 0.3205 0.0152
PLTR / Palantir Technologies Inc. 0.00 0.34 0.2234 0.2234
NVDA / NVIDIA Corporation 0.00 0.10 0.31 45.97 0.2051 0.0642
GRMN / Garmin Ltd. 0.00 -3.41 0.30 -7.38 0.2009 -0.0162
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock) 0.00 -1.29 0.27 -6.19 0.1818 -0.0125
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF 0.00 0.89 0.24 3.51 0.1573 0.0046
DE / Deere & Company 0.00 0.00 0.23 7.98 0.1537 0.0114
BSM / Black Stone Minerals, L.P. - Limited Partnership 0.01 0.60 0.16 -13.66 0.1052 -0.0172
MNDO / MIND C.T.I. Ltd 0.05 0.00 0.07 -23.08 0.0471 -0.0143
DLTH / Duluth Holdings Inc. 0.03 0.00 0.07 22.64 0.0433 0.0073
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund 0.00 -100.00 0.00 0.0000
MRK / Merck & Co., Inc. 0.00 -100.00 0.00 0.0000
TOLZ / ProShares Trust - ProShares DJ Brookfield Global Infrastructure ETF 0.00 -100.00 0.00 0.0000
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 -100.00 0.00 0.0000
CCJ / Cameco Corporation 0.00 -100.00 0.00 0.0000
ADP / Automatic Data Processing, Inc. 0.00 -100.00 0.00 0.0000
GUNR / FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.00 -100.00 0.00 0.0000
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF 0.00 -100.00 0.00 0.0000
GD / General Dynamics Corporation 0.00 -100.00 0.00 0.0000
UGI / UGI Corporation 0.00 -100.00 0.00 0.0000
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF 0.00 -100.00 0.00 0.0000
UNH / UnitedHealth Group Incorporated 0.00 -100.00 0.00 0.0000
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.00 -100.00 0.00 0.0000
JCTC / Jewett-Cameron Trading Company Ltd. 0.00 -100.00 0.00 0.0000
PLYM / Plymouth Industrial REIT, Inc. 0.00 -100.00 0.00 0.0000
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
SBUX / Starbucks Corporation 0.00 -100.00 0.00 0.0000
ETN / Eaton Corporation plc 0.00 -100.00 0.00 0.0000
PPL / PPL Corporation 0.00 -100.00 0.00 0.0000
AFL / Aflac Incorporated 0.00 -100.00 0.00 0.0000
VTRS / Viatris Inc. 0.00 -100.00 0.00 0.0000
GE / General Electric Company 0.00 -100.00 0.00 0.0000
GEV / GE Vernova Inc. 0.00 -100.00 0.00 0.0000
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.00 -100.00 0.00 0.0000
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF 0.00 -100.00 0.00 0.0000
BCE / BCE Inc. 0.00 -100.00 0.00 0.0000
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF 0.00 -100.00 0.00 0.0000
CPT / Camden Property Trust 0.00 -100.00 0.00 0.0000
CEG / Constellation Energy Corporation 0.00 -100.00 0.00 0.0000
MDT / Medtronic plc 0.00 -100.00 0.00 0.0000
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF 0.00 -100.00 0.00 0.0000
HSY / The Hershey Company 0.00 -100.00 0.00 0.0000
DEO / Diageo plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
ZBH / Zimmer Biomet Holdings, Inc. 0.00 -100.00 0.00 0.0000
GPC / Genuine Parts Company 0.00 -100.00 0.00 0.0000
HUBB / Hubbell Incorporated 0.00 -100.00 0.00 0.0000
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF 0.00 -100.00 0.00 0.0000
CTVA / Corteva, Inc. 0.00 -100.00 0.00 0.0000
LCUT / Lifetime Brands, Inc. 0.00 -100.00 0.00 0.0000
AEP / American Electric Power Company, Inc. 0.00 -100.00 0.00 0.0000
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0.00 -100.00 0.00 0.0000
STX / Seagate Technology Holdings plc 0.00 -100.00 0.00 0.0000
WFC / Wells Fargo & Company 0.00 -100.00 0.00 0.0000
EMN / Eastman Chemical Company 0.00 -100.00 0.00 0.0000
LW / Lamb Weston Holdings, Inc. 0.00 -100.00 0.00 0.0000
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF 0.00 -100.00 0.00 0.0000
VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF 0.00 -100.00 0.00 0.0000
ADI / Analog Devices, Inc. 0.00 -100.00 0.00 0.0000
KOSS / Koss Corporation 0.00 -100.00 0.00 0.0000
BX / Blackstone Inc. 0.00 -100.00 0.00 0.0000
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
HON / Honeywell International Inc. 0.00 -100.00 0.00 0.0000
VTV / Vanguard Index Funds - Vanguard Value ETF 0.00 -100.00 0.00 0.0000
ACI / Albertsons Companies, Inc. 0.00 -100.00 0.00 0.0000
HP / Helmerich & Payne, Inc. 0.00 -100.00 0.00 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 -100.00 0.00 0.0000
HBAN / Huntington Bancshares Incorporated 0.00 -100.00 0.00 0.0000
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0.00 -100.00 0.00 0.0000
MMU / Western Asset Managed Municipals Fund Inc. 0.00 -100.00 0.00 0.0000
IBM / International Business Machines Corporation 0.00 -100.00 0.00 0.0000
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF 0.00 -100.00 0.00 0.0000
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
HNI / HNI Corporation 0.00 -100.00 0.00 0.0000
DOW / Dow Inc. 0.00 -100.00 0.00 0.0000
XAR / SPDR Series Trust - SPDR S&P Aerospace & Defense ETF 0.00 -100.00 0.00 0.0000
SPHB / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 0.00 -100.00 0.00 0.0000
KO / The Coca-Cola Company 0.00 -100.00 0.00 0.0000
T / AT&T Inc. 0.00 -100.00 0.00 0.0000
GSK / GSK plc - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
BAH / Booz Allen Hamilton Holding Corporation 0.00 -100.00 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 -100.00 0.00 0.0000
SITE / SiteOne Landscape Supply, Inc. 0.00 -100.00 0.00 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 -100.00 0.00 0.0000
AMZN / Amazon.com, Inc. 0.00 -100.00 0.00 0.0000
SWKS / Skyworks Solutions, Inc. 0.00 -100.00 0.00 0.0000
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
BUR / Burford Capital Limited 0.00 -100.00 0.00 0.0000
XOM / Exxon Mobil Corporation 0.00 -100.00 0.00 0.0000
PFE / Pfizer Inc. 0.00 -100.00 0.00 0.0000
CVS / CVS Health Corporation 0.00 -100.00 0.00 0.0000
CCL / Carnival Corporation & plc 0.00 -100.00 0.00 0.0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.00 -100.00 0.00 0.0000
WMB / The Williams Companies, Inc. 0.00 -100.00 0.00 0.0000
EXC / Exelon Corporation 0.00 -100.00 0.00 0.0000
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
LOW / Lowe's Companies, Inc. 0.00 -100.00 0.00 0.0000
V / Visa Inc. 0.00 -100.00 0.00 0.0000
CSCO / Cisco Systems, Inc. 0.00 -100.00 0.00 0.0000
EMR / Emerson Electric Co. 0.00 -100.00 0.00 0.0000
MAGN / Magnera Corporation 0.00 -100.00 0.00 0.0000
ITW / Illinois Tool Works Inc. 0.00 -100.00 0.00 0.0000
AMGN / Amgen Inc. 0.00 -100.00 0.00 0.0000
DD / DuPont de Nemours, Inc. 0.00 -100.00 0.00 0.0000
GOOGL / Alphabet Inc. 0.00 -100.00 0.00 0.0000
SON / Sonoco Products Company 0.00 -100.00 0.00 0.0000
GEHC / GE HealthCare Technologies Inc. 0.00 -100.00 0.00 0.0000
FTXP / Foothills Exploration, Inc. 0.00 -100.00 0.00 0.0000
ITGR / Integer Holdings Corporation 0.00 -100.00 0.00 0.0000
PSTL / Postal Realty Trust, Inc. 0.00 -100.00 0.00 0.0000
UPS / United Parcel Service, Inc. 0.00 -100.00 0.00 0.0000
LNT / Alliant Energy Corporation 0.00 -100.00 0.00 0.0000
EBGEF / Enbridge Inc. - Preferred Stock 0.00 -100.00 0.00 0.0000
LLYVK / Liberty Live Group 0.00 -100.00 0.00 0.0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
TROW / T. Rowe Price Group, Inc. 0.00 -100.00 0.00 -100.00 -0.0059
TXMD / TherapeuticsMD, Inc. 0.00 -100.00 0.00 0.0000 -0.0000
KR / The Kroger Co. 0.00 -100.00 0.00 0.0000
NEE / NextEra Energy, Inc. 0.00 -100.00 0.00 0.0000
CCI / Crown Castle Inc. 0.00 -100.00 0.00 0.0000
SO / The Southern Company 0.00 -100.00 0.00 0.0000
SPGI / S&P Global Inc. 0.00 -100.00 0.00 0.0000
RSPH / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF 0.00 -100.00 0.00 0.0000
SHOC / EA Series Trust - Strive U.S. Semiconductor ETF 0.00 -100.00 0.00 0.0000
CORP / PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 0.00 -100.00 0.00 0.0000
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 -100.00 0.00 0.0000
USB / U.S. Bancorp 0.00 -100.00 0.00 0.0000
SCHF / Schwab Strategic Trust - Schwab International Equity ETF 0.00 -100.00 0.00 0.0000
PRM / Perimeter Solutions, Inc. 0.00 -100.00 0.00 0.0000
SIG / Signet Jewelers Limited 0.00 -100.00 0.00 0.0000
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 -100.00 0.00 0.0000
SUMMIT THERAPEUTICS INC COM / Stock (86627R102) 0.00 -100.00 0.00 0.0000
SLGG / Super League Gaming Inc 0.00 -100.00 0.00 0.0000
SENEA / Seneca Foods Corporation 0.00 -100.00 0.00 0.0000
ESQ / Esquire Financial Holdings, Inc. 0.00 -100.00 0.00 0.0000
APD / Air Products and Chemicals, Inc. 0.00 -100.00 0.00 0.0000
GBTC / Grayscale Bitcoin Trust (BTC) 0.00 -100.00 0.00 0.0000
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund 0.00 -100.00 0.00 0.0000
EA / Electronic Arts Inc. 0.00 -100.00 0.00 0.0000
VZ / Verizon Communications Inc. 0.00 -100.00 0.00 0.0000
BERY / Berry Global Group, Inc. 0.00 -100.00 0.00 0.0000
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF 0.00 -100.00 0.00 0.0000
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF 0.00 -100.00 0.00 0.0000
BMY / Bristol-Myers Squibb Company 0.00 -100.00 0.00 0.0000
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.00 -100.00 0.00 0.0000
GME / GameStop Corp. 0.00 -100.00 0.00 -100.00 -0.0036
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF 0.00 -100.00 0.00 0.0000
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF 0.00 -100.00 0.00 0.0000
TSLA / Tesla, Inc. 0.00 -100.00 0.00 0.0000
ORCL / Oracle Corporation 0.00 -100.00 0.00 0.0000
CVX / Chevron Corporation 0.00 -100.00 0.00 0.0000
SAMG / Silvercrest Asset Management Group Inc. 0.00 -100.00 0.00 -100.00 -0.0322
SNY / Sanofi - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
INDV / Indivior PLC 0.00 -100.00 0.00 0.0000
HD / The Home Depot, Inc. 0.00 -100.00 0.00 0.0000
CAG / Conagra Brands, Inc. 0.00 -100.00 0.00 0.0000
RLI / RLI Corp. 0.00 -100.00 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 0.00 0.0000
BG / Bunge Global SA 0.00 -100.00 0.00 0.0000
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF 0.00 -100.00 0.00 0.0000
MAA / Mid-America Apartment Communities, Inc. 0.00 -100.00 0.00 0.0000
NVRI / Enviri Corporation 0.00 -100.00 0.00 0.0000
VRSN / VeriSign, Inc. 0.00 -100.00 0.00 0.0000
CI / The Cigna Group 0.00 -100.00 0.00 0.0000
DUK / Duke Energy Corporation 0.00 -100.00 0.00 0.0000
GOOG / Alphabet Inc. 0.00 -100.00 0.00 0.0000
BP / BP p.l.c. - Depositary Receipt (Common Stock) 0.00 -100.00 0.00 0.0000
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF 0.00 -100.00 0.00 0.0000
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF 0.00 -100.00 0.00 0.0000
BTC / Grayscale Bitcoin Mini Trust 0.00 -100.00 0.00 0.0000
BNT / Brookfield Wealth Solutions Ltd. 0.00 -100.00 0.00 0.0000
PNC / The PNC Financial Services Group, Inc. 0.00 -100.00 0.00 0.0000
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.00 -100.00 0.00 0.0000
GIS / General Mills, Inc. 0.00 -100.00 0.00 0.0000
CHKP / Check Point Software Technologies Ltd. 0.00 -100.00 0.00 0.0000
OGN / Organon & Co. 0.00 -100.00 0.00 0.0000