Filling information for Horizons Wealth Management as Treemap, investor disclosed 213 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
922907746 | 922907746 | VANGUARD TAX-EXEMPT BOND ETF | ETF | 341998 | 6810 | |
922042676 | 922042676 | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | 107227 | 2668 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC COM | Stock | 2258 | 7 | |
31620R303 | 31620R303 | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | Stock | 7725 | 215 | |
46090E103 | 46090E103 | INVESCO QQQ TRUST | ETF | 439979 | 1191 | |
921937835 | 921937835 | VANGUARD TOTAL BOND MARKET ETF | ETF | 6655743 | 91644 | |
464287804 | 464287804 | ISHARES CORE S&P SMALL CAP ETF | ETF | 780358 | 7831 | |
85254J102 | 85254J102 | STAG INDL INC COM | REIT | 215 | 6 | |
46435U549 | 46435U549 | ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 172024 | 3648 | |
74347G440 | 74347G440 | PROSHARES BITCOIN STRATEGY ETF | ETF | 85 | 5 | |
91913Y100 | 91913Y100 | VALERO ENERGY CORP COM | Stock | 37657 | 321 | |
532457108 | 532457108 | LILLY ELI & CO COM | Stock | 4221 | 9 | |
97717W562 | 97717W562 | WISDOMTREE U.S. SMALLCAP FUND | ETF | 72951 | 1628 | |
464287655 | 464287655 | ISHARES RUSSELL 2000 ETF | ETF | 138205 | 738 | |
580135101 | 580135101 | MCDONALDS CORP COM | Stock | 8355 | 28 | |
464287689 | 464287689 | ISHARES RUSSELL 3000 ETF | ETF | 31047 | 122 | |
46434G103 | 46434G103 | ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 13752 | 279 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP COM | Stock | 3683 | 8 | |
717081103 | 717081103 | PFIZER INC COM | Stock | 25914 | 707 | |
92203J407 | 92203J407 | VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 6225283 | 127404 | |
023135106 | 023135106 | AMAZON COM INC COM | Stock | 220699 | 1693 | |
921937793 | 921937793 | VANGUARD LONG-TERM BOND ETF | ETF | 2660155 | 35592 | |
46138J486 | 46138J486 | INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | ETF | 340501 | 14570 | |
369604301 | 369604301 | GENERAL ELECTRIC CO COM NEW | Stock | 2856 | 26 | |
46138J825 | 46138J825 | INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | ETF | 3890261 | 193305 | |
78464A409 | 78464A409 | SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 10128 | 166 | |
09253R105 | 09253R105 | BLACKROCK MUNIVEST FD INC COM | CEF | 2975 | 442 | |
46434VBG4 | 46434VBG4 | ISHARES IBONDS DEC 2024 TERM CORPORATE ETF | ETF | 281604 | 11438 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO COM | Stock | 50613 | 348 | |
92204A504 | 92204A504 | VANGUARD HEALTH CARE ETF | ETF | 15179 | 62 | |
46138J494 | 46138J494 | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | ETF | 280840 | 11900 | |
67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC COM | Stock | 10508 | 11 | |
67066G104 | 67066G104 | NVIDIA CORPORATION COM | Stock | 143827 | 340 | |
30231G102 | 30231G102 | EXXON MOBIL CORP COM | Stock | 48632 | 453 | |
464287200 | 464287200 | ISHARES CORE S&P 500 ETF | ETF | 725730 | 1629 | |
H1467J104 | H1467J104 | CHUBB LIMITED COM | Stock | 54302 | 282 | |
040413106 | 040413106 | ARISTA NETWORKS INC COM | Stock | 32412 | 200 | |
464287622 | 464287622 | ISHARES RUSSELL 1000 ETF | ETF | 41436 | 170 | |
46436E858 | 46436E858 | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | ETF | 176987 | 7814 | |
922908769 | 922908769 | VANGUARD TOTAL STOCK MARKET ETF | ETF | 409501 | 1859 | |
149123101 | 149123101 | CATERPILLAR INC COM | Stock | 51804 | 211 | |
87612E106 | 87612E106 | TARGET CORP COM | Stock | 1319 | 10 | |
46436E866 | 46436E866 | ISHARES IBONDS DEC 2025 TERM TREASURY ETF | ETF | 527109 | 22789 | |
78464A763 | 78464A763 | SPDR S&P DIVIDEND ETF | ETF | 104193 | 850 | |
58933Y105 | 58933Y105 | MERCK & CO INC COM | Stock | 55849 | 484 | |
G54950103 | G54950103 | LINDE PLC SHS | Stock | 2668 | 7 | |
464287481 | 464287481 | ISHARES RUSSELL MID-CAP GROWTH ETF | ETF | 41164 | 426 | |
46435G516 | 46435G516 | ISHARES ESG AWARE MSCI EAFE ETF | ETF | 235287 | 3244 | |
22052L104 | 22052L104 | CORTEVA INC COM | Stock | 4871 | 85 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC COM | Stock | 1781 | 24 | |
00206R102 | 00206R102 | AT&T INC COM | Stock | 3653 | 229 | |
464285204 | 464285204 | ISHARES GOLD TRUST | ETF | 104075 | 2860 | |
060505104 | 060505104 | BANK AMERICA CORP COM | Stock | 76172 | 2655 | |
464287598 | 464287598 | ISHARES RUSSELL 1000 VALUE ETF | ETF | 45614 | 289 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC CL B | Stock | 2510 | 14 | |
20825C104 | 20825C104 | CONOCOPHILLIPS COM | Stock | 3419 | 33 | |
244199105 | 244199105 | DEERE & CO COM | Stock | 42911 | 106 | |
882508104 | 882508104 | TEXAS INSTRS INC COM | Stock | 44825 | 249 | |
59156R108 | 59156R108 | METLIFE INC COM | Stock | 10967 | 194 | |
46435G441 | 46435G441 | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | 72247 | 1639 | |
594918104 | 594918104 | MICROSOFT CORP COM | Stock | 369145 | 1084 | |
92647N824 | 92647N824 | VICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | ETF | 333043 | 5782 | |
45168D104 | 45168D104 | IDEXX LABS INC COM | Stock | 50223 | 100 | |
98389B100 | 98389B100 | XCEL ENERGY INC COM | Stock | 5533 | 89 | |
46137V357 | 46137V357 | INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 534065 | 3569 | |
46435GAA0 | 46435GAA0 | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | ETF | 307152 | 13087 | |
46434G863 | 46434G863 | ISHARES ESG AWARE MSCI EM ETF | ETF | 12801 | 408 | |
46138J510 | 46138J510 | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | ETF | 250264 | 10645 | |
922908363 | 922908363 | VANGUARD S&P 500 ETF | ETF | 122999 | 302 | |
89832Q109 | 89832Q109 | TRUIST FINL CORP COM | Stock | 25889 | 853 | |
46435G425 | 46435G425 | ISHARES ESG AWARE MSCI USA ETF | ETF | 389857 | 4018 | |
46138J643 | 46138J643 | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | ETF | 3143407 | 159305 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED COM | Stock | 73349 | 150 | |
009066101 | 009066101 | AIRBNB INC COM CL A | Stock | 626 | 5 | |
46434VAX8 | 46434VAX8 | ISHARES IBONDS DEC 2023 TERM CORPORATE ETF | ETF | 121645 | 4810 | |
46429B747 | 46429B747 | ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 197640 | 2025 | |
68389X105 | 68389X105 | ORACLE CORP COM | Stock | 8574 | 72 | |
921932828 | 921932828 | VANGUARD S&P SMALL-CAP 600 ETF | ETF | 3308 | 36 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TRUST | ETF | 3103 | 7 | |
46436E841 | 46436E841 | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | ETF | 23678 | 1069 | |
30303M102 | 30303M102 | META PLATFORMS INC CL A | Stock | 13201 | 46 | |
78464A821 | 78464A821 | SPDR S&P 400 MID CAP GROWTH ETF | ETF | 46429 | 648 | |
46436E874 | 46436E874 | ISHARES IBONDS DEC 2024 TERM TREASURY ETF | ETF | 523102 | 21983 | |
921943858 | 921943858 | VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 12623830 | 274231 | |
46138J791 | 46138J791 | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | 3833073 | 202408 | |
988498101 | 988498101 | YUM BRANDS INC COM | Stock | 7482 | 54 | |
934423104 | 934423104 | WARNER BROS DISCOVERY INC COM SER A | Stock | 890 | 71 | |
595017104 | 595017104 | MICROCHIP TECHNOLOGY INC. COM | Stock | 3046 | 34 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO COM | Stock | 11077 | 73 | |
922042775 | 922042775 | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | ETF | 21818 | 401 | |
36266G107 | 36266G107 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 731 | 9 | |
464288224 | 464288224 | ISHARES GLOBAL CLEAN ENERGY ETF | ETF | 37628 | 2045 | |
256746108 | 256746108 | DOLLAR TREE INC COM | Stock | 6314 | 44 | |
372460105 | 372460105 | GENUINE PARTS CO COM | Stock | 2708 | 16 | |
78463X889 | 78463X889 | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 16205 | 498 | |
464287168 | 464287168 | ISHARES SELECT DIVIDEND ETF | ETF | 40788 | 360 | |
46138J478 | 46138J478 | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | ETF | 66090 | 2876 | |
46138J841 | 46138J841 | INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | ETF | 4163311 | 202426 | |
92647N816 | 92647N816 | VICTORYSHARES DEVELOPED ENHANCED VOLATILITY WTD ETF | ETF | 223055 | 7193 | |
G16252101 | G16252101 | BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | Stock | 29052 | 796 | |
78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TRUST | ETF | 78541 | 164 | |
464287457 | 464287457 | ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 1505804 | 18572 | |
235851102 | 235851102 | DANAHER CORPORATION COM | Stock | 8880 | 37 | |
92206C102 | 92206C102 | VANGUARD SHORT-TERM TREASURY ETF | ETF | 24304 | 421 | |
46138J783 | 46138J783 | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | ETF | 3437406 | 180732 | |
922908553 | 922908553 | VANGUARD REAL ESTATE ETF | ETF | 11558895 | 138517 | |
46435G672 | 46435G672 | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ETF | 795648 | 16143 | |
464287614 | 464287614 | ISHARES RUSSELL 1000 GROWTH ETF | ETF | 201432 | 732 | |
031162100 | 031162100 | AMGEN INC COM | Stock | 22202 | 100 | |
78463V107 | 78463V107 | SPDR GOLD SHARES | ETF | 3744 | 21 | |
10922N103 | 10922N103 | BRIGHTHOUSE FINL INC COM | Stock | 1136 | 24 | |
464288513 | 464288513 | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | ETF | 116809 | 1556 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC COM | Stock | 2402 | 36 | |
464289883 | 464289883 | ISHARES CORE CONSERVATIVE ALLOCATION ETF | ETF | 4757 | 135 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP COM | Stock | 7935 | 81 | |
037833100 | 037833100 | APPLE INC COM | Stock | 856378 | 4415 | |
464289511 | 464289511 | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 375276 | 7281 | |
001055102 | 001055102 | AFLAC INC COM | Stock | 41880 | 600 | |
478160104 | 478160104 | JOHNSON & JOHNSON COM | Stock | 60580 | 366 | |
464287739 | 464287739 | ISHARES U.S. REAL ESTATE ETF | ETF | 11164 | 129 | |
46138J866 | 46138J866 | INVESCO BULLETSHARES 2023 CORPORATE BOND ETF | ETF | 4188889 | 197869 | |
46138J544 | 46138J544 | INVESCO BULLETSHARES 2023 MUNICIPAL BOND ETF | ETF | 803728 | 32051 | |
025537101 | 025537101 | AMERICAN ELEC PWR CO INC COM | Stock | 2189 | 26 | |
922908637 | 922908637 | VANGUARD LARGE-CAP ETF | ETF | 13946967 | 69054 | |
82968B103 | 82968B103 | SIRIUS XM HOLDINGS INC COM | Stock | 430 | 95 | |
46138J858 | 46138J858 | INVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF | ETF | 1519280 | 64600 | |
464287630 | 464287630 | ISHARES RUSSELL 2000 VALUE ETF | ETF | 14080 | 100 | |
922908629 | 922908629 | VANGUARD MID-CAP ETF | ETF | 10673990 | 48606 | |
02079K107 | 02079K107 | ALPHABET INC CAP STK CL C | Stock | 50807 | 420 | |
46138J817 | 46138J817 | INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | ETF | 330763 | 14668 | |
26441C204 | 26441C204 | DUKE ENERGY CORP NEW COM NEW | Stock | 6910 | 77 | |
00287Y109 | 00287Y109 | ABBVIE INC COM | Stock | 7006 | 52 | |
233051432 | 233051432 | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | ETF | 2657335 | 77024 | |
464287226 | 464287226 | ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 548716 | 5602 | |
G0450A105 | G0450A105 | ARCH CAP GROUP LTD ORD | Stock | 20434 | 273 | |
189054109 | 189054109 | CLOROX CO DEL COM | Stock | 5566 | 35 | |
46138J536 | 46138J536 | INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF | ETF | 262042 | 10579 | |
808524870 | 808524870 | SCHWAB US TIPS ETF | ETF | 656812 | 12529 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 485925 | 1425 | |
22822V101 | 22822V101 | CROWN CASTLE INC COM | REIT | 14243 | 125 | |
25746U109 | 25746U109 | DOMINION ENERGY INC COM | Stock | 15537 | 300 | |
29250N105 | 29250N105 | ENBRIDGE INC COM | Stock | 4317 | 116 | |
833034101 | 833034101 | SNAP ON INC COM | Stock | 1441 | 5 | |
922908751 | 922908751 | VANGUARD SMALL-CAP ETF | ETF | 10165824 | 51188 | |
464287176 | 464287176 | ISHARES TIPS BOND ETF | ETF | 6265315 | 58278 | |
000375204 | 000375204 | ABB LTD SPONSORED ADR | ADR | 302421 | 7705 | |
548661107 | 548661107 | LOWES COS INC COM | Stock | 23824 | 106 | |
95040Q104 | 95040Q104 | WELLTOWER INC COM | REIT | 9213 | 114 | |
G6095L109 | G6095L109 | APTIV PLC SHS | Stock | 1429 | 14 | |
68622V106 | 68622V106 | ORGANON & CO COMMON STOCK | Stock | 874 | 42 | |
46431W598 | 46431W598 | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | ETF | 3631741 | 73817 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL COM | Stock | 8498 | 49 | |
172967424 | 172967424 | CITIGROUP INC COM NEW | Stock | 26299 | 571 | |
191216100 | 191216100 | COCA COLA CO COM | Stock | 31616 | 525 | |
46431W853 | 46431W853 | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | ETF | 14861 | 572 | |
46428Q109 | 46428Q109 | ISHARES SILVER TRUST | ETF | 25152 | 1204 | |
871829107 | 871829107 | SYSCO CORP COM | Stock | 4526 | 61 | |
302491303 | 302491303 | FMC CORP COM NEW | Stock | 4487 | 43 | |
808524607 | 808524607 | SCHWAB U.S. SMALL-CAP ETF | ETF | 192274 | 4396 | |
143658300 | 143658300 | CARNIVAL CORP COMMON STOCK | Stock | 1883 | 100 | |
46138J833 | 46138J833 | INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF | ETF | 1552081 | 69131 | |
571748102 | 571748102 | MARSH & MCLENNAN COS INC COM | Stock | 8276 | 44 | |
002824100 | 002824100 | ABBOTT LABS COM | Stock | 2289 | 21 | |
921908844 | 921908844 | VANGUARD DIVIDEND APPRECIATION ETF | ETF | 36059 | 222 | |
02072L722 | 02072L722 | STRIVE U.S. ENERGY ETF | ETF | 520 | 19 | |
89417E109 | 89417E109 | TRAVELERS COMPANIES INC COM | Stock | 155599 | 896 | |
464287879 | 464287879 | ISHARES S&P SMALL-CAP 600 VALUE ETF | ETF | 36419 | 383 | |
78468R853 | 78468R853 | SPDR PORTFOLIO S&P 600 SMALL CAP ETF | ETF | 6370 | 164 | |
46137V217 | 46137V217 | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | ETF | 60549 | 310 | |
617446448 | 617446448 | MORGAN STANLEY COM NEW | Stock | 1452 | 17 | |
46138J528 | 46138J528 | INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF | ETF | 483755 | 19867 | |
30190A104 | 30190A104 | F&G ANNUITIES & LIFE INC COMMON STOCK | Stock | 347 | 14 | |
46435UAA9 | 46435UAA9 | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | ETF | 158819 | 6764 | |
46138J635 | 46138J635 | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | ETF | 86093 | 3776 | |
808524680 | 808524680 | SCHWAB LONG-TERM U.S. TREASURY ETF | ETF | 27918 | 777 | |
46138J585 | 46138J585 | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | ETF | 32287 | 1492 | |
907818108 | 907818108 | UNION PAC CORP COM | Stock | 6343 | 31 | |
654106103 | 654106103 | NIKE INC CL B | Stock | 6733 | 61 | |
88579Y101 | 88579Y101 | 3M CO COM | Stock | 17853 | 178 | |
81369Y860 | 81369Y860 | REAL ESTATE SELECT SECTOR SPDR FUND | ETF | 1771 | 47 | |
464288422 | 464288422 | ISHARES INTERNATIONAL DEVELOPED PROPERTY ETF | ETF | 404679 | 15535 | |
92939U106 | 92939U106 | WEC ENERGY GROUP INC COM | Stock | 47172 | 541 | |
464287499 | 464287499 | ISHARES RUSSELL MIDCAP ETF | ETF | 208136 | 2850 | |
437076102 | 437076102 | HOME DEPOT INC COM | Stock | 642714 | 2069 | |
46436E882 | 46436E882 | ISHARES IBONDS DEC 2023 TERM TREASURY ETF | ETF | 356190 | 14361 | |
11275Q107 | 11275Q107 | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A | Stock | 3985 | 87 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC COM | Stock | 48273 | 100 | |
M22465104 | M22465104 | CHECK POINT SOFTWARE TECH LTD ORD | Stock | 2764 | 22 | |
718546104 | 718546104 | PHILLIPS 66 COM | Stock | 24144 | 253 | |
09247X101 | 09247X101 | BLACKROCK INC COM | Stock | 4838 | 7 | |
464287507 | 464287507 | ISHARES CORE S&P MID-CAP ETF | ETF | 630901 | 2413 | |
G29183103 | G29183103 | EATON CORP PLC SHS | Stock | 10055 | 50 | |
46137V142 | 46137V142 | INVESCO WATER RESOURCES ETF | ETF | 21654 | 384 | |
46434VBD1 | 46434VBD1 | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | ETF | 291999 | 11977 | |
02079K305 | 02079K305 | ALPHABET INC CAP STK CL A | Stock | 272048 | 2273 | |
46432F842 | 46432F842 | ISHARES CORE MSCI EAFE ETF | ETF | 21668 | 321 | |
97717W570 | 97717W570 | WISDOMTREE U.S. MIDCAP FUND | ETF | 73851 | 1395 | |
254687106 | 254687106 | DISNEY WALT CO COM | Stock | 1161 | 13 | |
125523100 | 125523100 | THE CIGNA GROUP COM | Stock | 35706 | 127 | |
458140100 | 458140100 | INTEL CORP COM | Stock | 14346 | 429 | |
92647N782 | 92647N782 | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | ETF | 1096104 | 17791 | |
921937827 | 921937827 | VANGUARD SHORT-TERM BOND ETF | ETF | 35064 | 464 | |
713448108 | 713448108 | PEPSICO INC COM | Stock | 9446 | 51 | |
464287564 | 464287564 | ISHARES COHEN & STEERS REIT ETF | ETF | 898230 | 16164 | |
760759100 | 760759100 | REPUBLIC SVCS INC COM | Stock | 30634 | 200 | |
46138J577 | 46138J577 | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | ETF | 964315 | 53772 | |
464287887 | 464287887 | ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 39076 | 340 | |
11135F101 | 11135F101 | BROADCOM INC COM | Stock | 4337 | 5 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP COM | Stock | 31970 | 232 | |
464287465 | 464287465 | ISHARES MSCI EAFE ETF | ETF | 1777306 | 24517 | |
637417106 | 637417106 | NNN REIT INC COM | REIT | 48139 | 1125 | |
922042858 | 922042858 | VANGUARD FTSE EMERGING MARKETS ETF | ETF | 592433 | 14586 | |
464287473 | 464287473 | ISHARES RUSSELL MID-CAP VALUE ETF | ETF | 37346 | 340 |