Milestone Investment Advisors LLC at 2023-03-31

Filling information for Milestone Investment Advisors LLC as Treemap, investor disclosed 444 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
192422103 192422103 COGNEX CORP COM 2478 50 0 100
548661107 548661107 LOWES COS INC COM 191372 957 0 100
452308109 452308109 ILLINOIS TOOL WKS INC COM 371505 1526 0 100
46186M605 46186M605 INVIVO THERAPEUTICS HLDGS CO COM 2 1 0 100
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 62228 152 0 100
146229109 146229109 CARTERS INC COM 1511 21 0 100
30063P105 30063P105 EXACT SCIENCES CORP COM 57097 842 0 100
464287804 464287804 ISHARES TR CORE S&P SCP ETF 2552668 26398 0 100
053015103 053015103 AUTOMATIC DATA PROCESSING IN COM 837312 3761 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 50532 516 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM 263479 1772 0 100
689648103 689648103 OTTER TAIL CORP COM 144757 2003 0 100
57060D108 57060D108 MARKETAXESS HLDGS INC COM 1957 5 0 100
934423104 934423104 WARNER BROS DISCOVERY INC COM SER A 45769 3031 0 100
92189H839 92189H839 VANECK ETF TRUST SOCIAL SENTIMENT 895 60 0 100
478160104 478160104 JOHNSON & JOHNSON COM 539350 3480 0 100
29355A107 29355A107 ENPHASE ENERGY INC COM 11356 54 0 100
92939U106 92939U106 WEC ENERGY GROUP INC COM 513573 5418 0 100
001055102 001055102 AFLAC INC COM 43874 680 0 100
941848103 941848103 WATERS CORP COM 239964 775 0 100
46434V456 46434V456 ISHARES TR MSCI INTL QUALTY 3858531 109307 0 100
461202103 461202103 INTUIT COM 207311 465 0 100
060505104 060505104 BANK AMERICA CORP COM 5947 208 0 100
844741108 844741108 SOUTHWEST AIRLS CO COM 22778 700 0 100
74144T108 74144T108 PRICE T ROWE GROUP INC COM 93143 825 0 100
736508847 736508847 PORTLAND GEN ELEC CO COM NEW 1712 35 0 100
46436E767 46436E767 ISHARES TR ESG MSCI USA ETF 97160 2938 0 100
38149W820 38149W820 GOLDMAN SACHS ETF TR INNOVAT EQ ETF 16748 361 0 100
808513105 808513105 SCHWAB CHARLES CORP COM 46514 888 0 100
49714P108 49714P108 KINSALE CAP GROUP INC COM 41721 139 0 100
808524839 808524839 SCHWAB STRATEGIC TR US AGGREGATE B 7084 151 0 100
724078100 724078100 PIPER SANDLER COMPANIES COM 2357 17 0 100
808524508 808524508 SCHWAB STRATEGIC TR US MID-CAP ETF 12997188 191558 0 100
05550J101 05550J101 BJS WHSL CLUB HLDGS INC COM 3956 52 0 100
595017104 595017104 MICROCHIP TECHNOLOGY INC. COM 38539 460 0 100
92206C409 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 7720194 101275 0 100
486606106 486606106 KAYNE ANDERSON ENERGY INFRST COM 2765 320 0 100
808524706 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 321360 13106 0 100
37637Q105 37637Q105 GLACIER BANCORP INC NEW COM 6680 159 0 100
337932107 337932107 FIRSTENERGY CORP COM 20793 519 0 100
172062101 172062101 CINCINNATI FINL CORP COM 109278 975 0 100
989207105 989207105 ZEBRA TECHNOLOGIES CORPORATI CL A 2226 7 0 100
025816109 025816109 AMERICAN EXPRESS CO COM 98970 600 0 100
595112103 595112103 MICRON TECHNOLOGY INC COM 4679 78 0 100
57636Q104 57636Q104 MASTERCARD INCORPORATED CL A 58873 162 0 100
46138J593 46138J593 INVESCO EXCH TRD SLF IDX FD RUSL 2000 DYNM 310149 8825 0 100
66987V109 66987V109 NOVARTIS AG SPONSORED ADR 59064 642 0 100
464289438 464289438 ISHARES TR RUS TP200 GR ETF 7779386 55995 0 100
268311107 268311107 EDAP TMS S A SPONSORED ADR 61860 5588 0 100
311900104 311900104 FASTENAL CO COM 89055 1651 0 100
617700109 617700109 MORNINGSTAR INC COM 19491 96 0 100
443573100 443573100 HUBSPOT INC COM 3002 7 0 100
921910691 921910691 VANGUARD WORLD FD ESG US CORP BD 4264 68 0 100
G3421J106 G3421J106 FERGUSON PLC NEW SHS 37985 284 0 100
018802108 018802108 ALLIANT ENERGY CORP COM 163121 3055 0 100
907818108 907818108 UNION PAC CORP COM 122769 610 0 100
032654105 032654105 ANALOG DEVICES INC COM 104724 531 0 100
72346Q104 72346Q104 PINNACLE FINL PARTNERS INC COM 1986 36 0 100
29082K105 29082K105 EMBECTA CORP COMMON STOCK 1463 52 0 100
64125C109 64125C109 NEUROCRINE BIOSCIENCES INC COM 2227 22 0 100
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 87886 1268 0 100
464288885 464288885 ISHARES TR EAFE GRWTH ETF 1067203 11392 0 100
760759100 760759100 REPUBLIC SVCS INC COM 9060 67 0 100
75886F107 75886F107 REGENERON PHARMACEUTICALS COM 54231 66 0 100
693718108 693718108 PACCAR INC COM 92745 1267 0 100
02079K305 02079K305 ALPHABET INC CAP STK CL A 253102 2440 0 100
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 5483936 36315 0 100
562750109 562750109 MANHATTAN ASSOCIATES INC COM 3872 25 0 100
37733W204 37733W204 GSK PLC SPONSORED ADR 22772 640 0 100
921937827 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 285443 3732 0 100
148806102 148806102 CATALENT INC COM 3483 53 0 100
313855108 313855108 FEDERAL SIGNAL CORP COM 2169 40 0 100
09260D107 09260D107 BLACKSTONE INC COM 9796 112 0 100
88579Y101 88579Y101 3M CO COM 67525 642 0 100
530307305 530307305 LIBERTY BROADBAND CORP COM SER C 50573 619 0 100
053611109 053611109 AVERY DENNISON CORP COM 35429 198 0 100
008492100 008492100 AGREE RLTY CORP COM 1922 28 0 100
45569U101 45569U101 INDIE SEMICONDUCTOR INC CLASS A COM 20045 1900 0 100
37954Y657 37954Y657 GLOBAL X FDS US PFD ETF 35977 1811 0 100
464287465 464287465 ISHARES TR MSCI EAFE ETF 34688 485 0 100
458140100 458140100 INTEL CORP COM 31756 972 0 100
257651109 257651109 DONALDSON INC COM 190140 2910 0 100
78463V107 78463V107 SPDR GOLD TR GOLD SHS 5864 32 0 100
67092P706 67092P706 NUSHARES ETF TR NUVEEN SHRT TERM 74311 2500 0 100
863667101 863667101 STRYKER CORPORATION COM 401942 1408 0 100
000375204 000375204 ABB LTD SPONSORED ADR 17150 500 0 100
G8473T100 G8473T100 STERIS PLC SHS USD 6695 35 0 100
512807108 512807108 LAM RESEARCH CORP COM 117157 221 0 100
11271J107 11271J107 BROOKFIELD CORP CL A LTD VT SH 52438 1609 0 100
88160R101 88160R101 TESLA INC COM 324260 1563 0 100
464286533 464286533 ISHARES INC MSCI EMERG MRKT 4803 88 0 100
62914V106 62914V106 NIO INC SPON ADS 957 91 0 100
063671101 063671101 BANK MONTREAL QUE COM 107200 1203 0 100
78468R796 78468R796 SPDR SER TR SPDR S&P 500 ETF 2488879 74876 0 100
904767704 904767704 UNILEVER PLC SPON ADR NEW 22382 431 0 100
871829107 871829107 SYSCO CORP COM 46338 600 0 100
29362U104 29362U104 ENTEGRIS INC COM 2215 27 0 100
H01301128 H01301128 ALCON AG ORD SHS 86906 1232 0 100
536797103 536797103 LITHIA MTRS INC COM 2061 9 0 100
451107106 451107106 IDACORP INC COM 2167 20 0 100
G50871105 G50871105 JAZZ PHARMACEUTICALS PLC SHS USD 2927 20 0 100
67092P300 67092P300 NUSHARES ETF TR NUVEEN ESG LRGVL 115937 3403 0 100
891092108 891092108 TORO CO COM 2446 22 0 100
808524409 808524409 SCHWAB STRATEGIC TR US LCAP VA ETF 853000 13007 0 100
718546104 718546104 PHILLIPS 66 COM 5069 50 0 100
09290C608 09290C608 BLACKROCK ETF TRUST WORLD EX US CARB 12522 300 0 100
592688105 592688105 METTLER TOLEDO INTERNATIONAL COM 87222 57 0 100
16119P108 16119P108 CHARTER COMMUNICATIONS INC N CL A 101919 285 0 100
45826H109 45826H109 INTEGER HLDGS CORP COM 2015 26 0 100
147528103 147528103 CASEYS GEN STORES INC COM 34418 159 0 100
G0403H108 G0403H108 AON PLC SHS CL A 29638 94 0 100
78468R804 78468R804 SPDR SER TR SSGA US LRG ETF 1498918 10957 0 100
090572207 090572207 BIO RAD LABS INC CL A 2396 5 0 100
654106103 654106103 NIKE INC CL B 280233 2285 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 431066 3308 0 100
67092P888 67092P888 NUSHARES ETF TR NUVEEN ESG EMRGN 29826 1110 0 100
254687106 254687106 DISNEY WALT CO COM 377171 3767 0 100
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 9239009 37039 0 100
615369105 615369105 MOODYS CORP COM 49882 163 0 100
03027X100 03027X100 AMERICAN TOWER CORP NEW COM 242961 1189 0 100
031162100 031162100 AMGEN INC COM 188565 780 0 100
922908538 922908538 VANGUARD INDEX FDS MCAP GR IDXVIP 451859 2319 0 100
89417E109 89417E109 TRAVELERS COMPANIES INC COM 3943 23 0 100
753422104 753422104 RAPID7 INC COM 1194 26 0 100
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 38391 787 0 100
46137V597 46137V597 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 43209 263 0 100
33829M101 33829M101 FIVE BELOW INC COM 3090 15 0 100
N2451R105 N2451R105 CUREVAC N V COM 105 15 0 100
949746101 949746101 WELLS FARGO CO NEW COM 232632 6223 0 100
550021109 550021109 LULULEMON ATHLETICA INC COM 36419 100 0 100
674599105 674599105 OCCIDENTAL PETE CORP COM 5120 82 0 100
126650100 126650100 CVS HEALTH CORP COM 13674 184 0 100
771049103 771049103 ROBLOX CORP CL A 45 1 0 100
45687V106 45687V106 INGERSOLL RAND INC COM 1746 30 0 100
27616P103 27616P103 EASTERLY GOVT PPTYS INC COM 1237 90 0 100
G0450A105 G0450A105 ARCH CAP GROUP LTD ORD 152301 2244 0 100
826919102 826919102 SILICON LABORATORIES INC COM 2452 14 0 100
651639106 651639106 NEWMONT CORP COM 98040 2000 0 100
842587107 842587107 SOUTHERN CO COM 13916 200 0 100
H84989104 H84989104 TE CONNECTIVITY LTD SHS 62821 479 0 100
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 243515 1881 0 100
571748102 571748102 MARSH & MCLENNAN COS INC COM 171714 1031 0 100
149568107 149568107 CAVCO INDS INC DEL COM 3178 10 0 100
713448108 713448108 PEPSICO INC COM 635498 3486 0 100
464288661 464288661 ISHARES TR 3 7 YR TREAS BD 55767 474 0 100
74347M108 74347M108 PROPETRO HLDG CORP COM 576 80 0 100
368736104 368736104 GENERAC HLDGS INC COM 12638 117 0 100
808524672 808524672 SCHWAB STRATEGIC TR INTERNL DIVID 577423 24436 0 100
921910725 921910725 VANGUARD WORLD FD ESG INTL STK ETF 30265 578 0 100
00404A109 00404A109 ACADIA HEALTHCARE COMPANY IN COM 1879 26 0 100
46429B689 46429B689 ISHARES TR MSCI EAFE MIN VL 37479 554 0 100
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 192508 334 0 100
199333105 199333105 COLUMBUS MCKINNON CORP N Y COM 1487 40 0 100
464287200 464287200 ISHARES TR CORE S&P500 ETF 3748228 9118 0 100
14448C104 14448C104 CARRIER GLOBAL CORPORATION COM 16928 370 0 100
26969P108 26969P108 EAGLE MATLS INC COM 2642 18 0 100
244199105 244199105 DEERE & CO COM 40463 98 0 100
693506107 693506107 PPG INDS INC COM 66790 500 0 100
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 31480 1000 0 100
808524771 808524771 SCHWAB STRATEGIC TR SCHWAB FDT US LG 953129 17355 0 100
047649108 047649108 ATKORE INC COM 2389 17 0 100
81211K100 81211K100 SEALED AIR CORP NEW COM 63724 1388 0 100
67092P508 67092P508 NUSHARES ETF TR NUVEEN ESG MIDVL 143500 5000 0 100
921910873 921910873 VANGUARD WORLD FD MEGA CAP INDEX 25193 176 0 100
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 449294 1572 0 100
533900106 533900106 LINCOLN ELEC HLDGS INC COM 2537 15 0 100
92826C839 92826C839 VISA INC COM CL A 422738 1875 0 100
866674104 866674104 SUN CMNTYS INC COM 2395 17 0 100
808524797 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 32683137 446735 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 512867 1661 0 100
824348106 824348106 SHERWIN WILLIAMS CO COM 141156 628 0 100
46137V357 46137V357 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 4620127 31947 0 100
046353108 046353108 ASTRAZENECA PLC SPONSORED ADR 69410 1000 0 100
60855R100 60855R100 MOLINA HEALTHCARE INC COM 1605 6 0 100
46138J619 46138J619 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 9937964 213766 0 100
337738108 337738108 FISERV INC COM 98563 872 0 100
494368103 494368103 KIMBERLY-CLARK CORP COM 6040 45 0 100
518439104 518439104 LAUDER ESTEE COS INC CL A 55454 225 0 100
235851102 235851102 DANAHER CORPORATION COM 153241 608 0 100
580135101 580135101 MCDONALDS CORP COM 521753 1866 0 100
921946406 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 12099658 114689 0 100
747525103 747525103 QUALCOMM INC COM 26410 207 0 100
285512109 285512109 ELECTRONIC ARTS INC COM 11082 92 0 100
931142103 931142103 WALMART INC COM 38043 258 0 100
892356106 892356106 TRACTOR SUPPLY CO COM 10577 45 0 100
78468R655 78468R655 SPDR SER TR S&P KENSHO CLEAN 15032 173 0 100
023135106 023135106 AMAZON COM INC COM 233436 2260 0 100
384802104 384802104 GRAINGER W W INC COM 223864 325 0 100
256746108 256746108 DOLLAR TREE INC COM 95748 667 0 100
258278100 258278100 DORMAN PRODS INC COM 1898 22 0 100
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 25678 310 0 100
744320102 744320102 PRUDENTIAL FINL INC COM 12991 157 0 100
194162103 194162103 COLGATE PALMOLIVE CO COM 132114 1758 0 100
46435G425 46435G425 ISHARES TR ESG AWR MSCI USA 225583 2494 0 100
73642K106 73642K106 PORTILLOS INC COM CL A 791 37 0 100
17275R102 17275R102 CISCO SYS INC COM 193732 3706 0 100
009158106 009158106 AIR PRODS & CHEMS INC COM 7755 27 0 100
576485205 576485205 MATADOR RES CO COM 1525 32 0 100
464287622 464287622 ISHARES TR RUS 1000 ETF 67569 300 0 100
33813J106 33813J106 FISKER INC CL A COM STK 271 44 0 100
929089100 929089100 VOYA FINANCIAL INC COM 3359 47 0 100
G5960L103 G5960L103 MEDTRONIC PLC SHS 188409 2337 0 100
23345M107 23345M107 DT MIDSTREAM INC COMMON STOCK 8887 180 0 100
038336103 038336103 APTARGROUP INC COM 157902 1336 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM 572892 1153 0 100
00214Q104 00214Q104 ARK ETF TR INNOVATION ETF 6051 150 0 100
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 214485 1351 0 100
G39108108 G39108108 GATES INDL CORP PLC ORD SHS 1320 95 0 100
06746P589 06746P589 BARCLAYS BANK PLC IPATH B AGRCULTR 30522 1200 0 100
80689H102 80689H102 SCHNEIDER NATIONAL INC CL B 1605 60 0 100
20030N101 20030N101 COMCAST CORP NEW CL A 105845 2792 0 100
09247X101 09247X101 BLACKROCK INC COM 48177 72 0 100
260557103 260557103 DOW INC COM 5482 100 0 100
97717Y527 97717Y527 WISDOMTREE TR FLOATNG RAT TREA 17728259 352661 0 100
372460105 372460105 GENUINE PARTS CO COM 64582 386 0 100
717081103 717081103 PFIZER INC COM 20482 502 0 100
67092P201 67092P201 NUSHARES ETF TR NUVEEN ESG LRGCP 88404 1586 0 100
45073V108 45073V108 ITT INC COM 1813 21 0 100
83417M104 83417M104 SOLAREDGE TECHNOLOGIES INC COM 20669 68 0 100
72201T342 72201T342 PIMCO EQUITY SER RAFI ESG US 443927 15362 0 100
04911A107 04911A107 ATLANTIC UN BANKSHARES CORP COM 1928 55 0 100
46090A879 46090A879 INVESCO ACTIVELY MANAGED ETF VAR RATE INVT 5868751 237409 0 100
099502106 099502106 BOOZ ALLEN HAMILTON HLDG COR CL A 2410 26 0 100
538034109 538034109 LIVE NATION ENTERTAINMENT IN COM 3500 50 0 100
127055101 127055101 CABOT CORP COM 87447 1141 0 100
26441C204 26441C204 DUKE ENERGY CORP NEW COM NEW 4052 42 0 100
65339F101 65339F101 NEXTERA ENERGY INC COM 7863 102 0 100
81725T100 81725T100 SENSIENT TECHNOLOGIES CORP COM 38587 504 0 100
631103108 631103108 NASDAQ INC COM 6397 117 0 100
922908595 922908595 VANGUARD INDEX FDS SML CP GRW ETF 160360 741 0 100
808524854 808524854 SCHWAB STRATEGIC TR INT-TRM U.S TRES 490029 9717 0 100
464287481 464287481 ISHARES TR RUS MD CP GR ETF 105436 1158 0 100
46138E198 46138E198 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 17921 342 0 100
381430396 381430396 GOLDMAN SACHS ETF TR JUST US LRG CP 903015 15391 0 100
15872M104 15872M104 CHAMPIONX CORPORATION COM 950 35 0 100
50101L106 50101L106 KRISPY KREME INC COM 778 50 0 100
26210C104 26210C104 DROPBOX INC CL A 433 20 0 100
363576109 363576109 GALLAGHER ARTHUR J & CO COM 37689 197 0 100
921910733 921910733 VANGUARD WORLD FD ESG US STK ETF 693919 9677 0 100
902681105 902681105 UGI CORP NEW COM 10428 300 0 100
833034101 833034101 SNAP ON INC COM 7654 31 0 100
109194100 109194100 BRIGHT HORIZONS FAM SOL IN D COM 1001 13 0 100
H1467J104 H1467J104 CHUBB LIMITED COM 19418 100 0 100
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 2185729 15826 0 100
216648402 216648402 COOPER COS INC COM NEW 85873 230 0 100
464287705 464287705 ISHARES TR S&P MC 400VL ETF 68717 669 0 100
808524805 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 3467445 99639 0 100
743315103 743315103 PROGRESSIVE CORP COM 64377 450 0 100
855244109 855244109 STARBUCKS CORP COM 52065 500 0 100
375558103 375558103 GILEAD SCIENCES INC COM 17756 214 0 100
759916109 759916109 REPLIGEN CORP COM 64314 382 0 100
464288224 464288224 ISHARES TR GL CLEAN ENE ETF 2982745 150796 0 100
277276101 277276101 EASTGROUP PPTYS INC COM 1819 11 0 100
464289867 464289867 ISHARES TR GRWT ALLOCAT ETF 39220 784 0 100
674599162 674599162 OCCIDENTAL PETE CORP *W EXP 08/03/202 410 10 0 100
921909768 921909768 VANGUARD STAR FDS VG TL INTL STK F 5657029 102464 0 100
922908629 922908629 VANGUARD INDEX FDS MID CAP ETF 528355 2505 0 100
83088M102 83088M102 SKYWORKS SOLUTIONS INC COM 41176 349 0 100
007903107 007903107 ADVANCED MICRO DEVICES INC COM 16368 167 0 100
808524748 808524748 SCHWAB STRATEGIC TR SCHWB FDT INT SC 4307 130 0 100
78409V104 78409V104 S&P GLOBAL INC COM 7585 22 0 100
655844108 655844108 NORFOLK SOUTHN CORP COM 51304 242 0 100
46436E569 46436E569 ISHARES TR ESG SCRND S&P500 9270 300 0 100
749685103 749685103 RPM INTL INC COM 2094 24 0 100
426281101 426281101 HENRY JACK & ASSOC INC COM 5728 38 0 100
513847103 513847103 LANCASTER COLONY CORP COM 2435 12 0 100
049560105 049560105 ATMOS ENERGY CORP COM 9776 87 0 100
922908512 922908512 VANGUARD INDEX FDS MCAP VL IDXVIP 8552 64 0 100
29444U700 29444U700 EQUINIX INC COM 7211 10 0 100
97650W108 97650W108 WINTRUST FINL CORP COM 1314 18 0 100
457187102 457187102 INGREDION INC COM 5087 50 0 100
L44385109 L44385109 GLOBANT S A COM 2297 14 0 100
882681109 882681109 TEXAS ROADHOUSE INC COM 3134 29 0 100
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 49159 375 0 100
217204106 217204106 COPART INC COM 70698 940 0 100
138035100 138035100 CANOPY GROWTH CORP COM 1035 591 0 100
037833100 037833100 APPLE INC COM 2876371 17443 0 100
46137V431 46137V431 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 3487361 40883 0 100
002824100 002824100 ABBOTT LABS COM 116753 1153 0 100
30214U102 30214U102 EXPONENT INC COM 2094 21 0 100
436440101 436440101 HOLOGIC INC COM 1614 20 0 100
55277P104 55277P104 MGE ENERGY INC COM 254689 3279 0 100
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 22000722 454842 0 100
922908751 922908751 VANGUARD INDEX FDS SMALL CP ETF 340071 1794 0 100
665859104 665859104 NORTHERN TR CORP COM 68742 780 0 100
808524862 808524862 SCHWAB STRATEGIC TR SHT TM US TRES 4114656 84334 0 100
637870106 637870106 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 1463 35 0 100
303075105 303075105 FACTSET RESH SYS INC COM 43585 105 0 100
73278L105 73278L105 POOL CORP COM 6507 19 0 100
46137V613 46137V613 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 272276 1737 0 100
46435G243 46435G243 ISHARES TR ESG AWRE 1 5 YR 9715323 403796 0 100
01609W102 01609W102 ALIBABA GROUP HLDG LTD SPONSORED ADS 35968 352 0 100
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 24950 162 0 100
09290C509 09290C509 BLACKROCK ETF TRUST US CARBON TRANS 15065 333 0 100
72201R643 72201R643 PIMCO ETF TR ENHANCD SHORT 2653625 27163 0 100
902973304 902973304 US BANCORP DEL COM NEW 407618 11307 0 100
36266G107 36266G107 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 2707 33 0 100
98389B100 98389B100 XCEL ENERGY INC COM 2698 40 0 100
464287648 464287648 ISHARES TR RUS 2000 GRW ETF 39761 175 0 100
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 183051 475 0 100
92790A504 92790A504 VIRTUS ETF TR II VIRTUS US QLTY 2170878 78908 0 100
487836108 487836108 KELLOGG CO COM 282706 4222 0 100
609207105 609207105 MONDELEZ INTL INC CL A 56404 809 0 100
759530108 759530108 RELX PLC SPONSORED ADR 37177 1146 0 100
739276103 739276103 POWER INTEGRATIONS INC COM 17352 205 0 100
92764N102 92764N102 VIR BIOTECHNOLOGY INC COM 2304 99 0 100
931427108 931427108 WALGREENS BOOTS ALLIANCE INC COM 30673 887 0 100
122017106 122017106 BURLINGTON STORES INC COM 2224 11 0 100
075887109 075887109 BECTON DICKINSON & CO COM 421561 1703 0 100
71377A103 71377A103 PERFORMANCE FOOD GROUP CO COM 2716 45 0 100
86562M209 86562M209 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 11184 1398 0 100
867224107 867224107 SUNCOR ENERGY INC NEW COM 19904 641 0 100
783513203 783513203 RYANAIR HOLDINGS PLC SPONSORED ADS 16313 173 0 100
172967424 172967424 CITIGROUP INC COM NEW 11815 252 0 100
G25839104 G25839104 COCA-COLA EUROPACIFIC PARTNE SHS 11838 200 0 100
866082100 866082100 SUMMIT HOTEL PPTYS INC COM 945 135 0 100
149123101 149123101 CATERPILLAR INC COM 36615 160 0 100
70438V106 70438V106 PAYLOCITY HLDG CORP COM 2386 12 0 100
860630102 860630102 STIFEL FINL CORP COM 1182 20 0 100
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