The Analysis of SEVEN MILE ADVISORY's Holdings
Currently, SEVEN MILE ADVISORY holds 304 types of securities in its portfolio with a total value $619.4M. In the most recent quarter, they have increased their positions in VEA (+506.1K shares, valued at $30.3M), VMBS (+567.6K shares, valued at $26.7M), OEF (+72.9K shares, valued at $24.3M); decreased their positions in SPY (-491 shares, valued at $327.1K), UNH (-320 shares, valued at $110.5K), NVO (-1.4K shares, valued at $76.2K); initiated new positions in VMBS (+567.6K shares, valued at $26.7M), OEF (+72.9K shares, valued at $24.3M), VTI (+67.2K shares, valued at $22.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA VANGUARD FTSE DEVELOPED MARKETS ETF532.6K shares1909.35%2025-09-302025-11-13
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF567.6K sharesnew addition2025-09-302025-11-13 OEF ISHARES S&P 100 ETF72.9K sharesnew addition2025-09-302025-11-13 NVDA NVIDIA CORPORATION COM123.4K shares24.35%2025-09-302025-11-13 VTI VANGUARD TOTAL STOCK MARKET ETF67.2K sharesnew addition2025-09-302025-11-13 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF463.6K sharesnew addition2025-09-302025-11-13 SPY SPDR S&P 500 ETF TRUST32.0K shares-1.51%2025-09-302025-11-13 VTV Vanguard Value ETF107.8K shares7869.40%2025-09-302025-11-13 VGSH VANGUARD SHORT-TERM TREASURY ETF296.8K shares915.07%2025-09-302025-11-13 IEF ISHARES 7-10 YEAR TREASURY BOND ETF179.1K shares7059.62%2025-09-302025-11-13 IVV ISHARES CORE S&P 500 ETF23.4K shares2150.05%2025-09-302025-11-13 AAPL APPLE INC COM58.8K shares41.47%2025-09-302025-11-13 GOVT ISHARES U.S. TREASURY BOND ETF603.6K shares4911.77%2025-09-302025-11-13 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF228.3K sharesnew addition2025-09-302025-11-13 MSFT MICROSOFT CORP COM24.6K shares48.15%2025-09-302025-11-13 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF257.4K sharesnew addition2025-09-302025-11-13 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF350.6K shares106.16%2025-09-302025-11-13 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF291.8K sharesnew addition2025-09-302025-11-13 AVUV AVANTIS U.S. SMALL CAP VALUE ETF103.8K sharesnew addition2025-09-302025-11-13 SPE-PC SPECIAL OPPORTUNITIES FD INC 2.75 CNV PFD C381.2K sharesnew addition2025-09-302025-11-13 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND97.1K sharesnew addition2025-09-302025-11-13 AMZN AMAZON COM INC COM37.2K shares21.68%2025-09-302025-11-13 JSI JANUS HENDERSON SECURITIZED INCOME ETF154.2K sharesnew addition2025-09-302025-11-13 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF173.5K sharesnew addition2025-09-302025-11-13 PRF INVESCO RAFI US 1000 ETF166.2K sharesnew addition2025-09-302025-11-13 VOO VANGUARD S&P 500 ETF12.2K shares0.16%2025-09-302025-11-13 JAAA JANUS HENDERSON AAA CLO ETF144.5K sharesnew addition2025-09-302025-11-13 IWD ISHARES RUSSELL 1000 VALUE ETF30.2K shares282.60%2025-09-302025-11-13 DFSV DIMENSIONAL US SMALL CAP VALUE ETF186.6K sharesnew addition2025-09-302025-11-13 NUV NUVEEN MUN VALUE FD INC COM619.5K sharesnew addition2025-09-302025-11-13 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF101.5K sharesnew addition2025-09-302025-11-13 VBR VANGUARD SMALL CAP VALUE ETF25.8K shares2170.57%2025-09-302025-11-13 META META PLATFORMS INC CL A7.3K shares37.35%2025-09-302025-11-13 GOOGL ALPHABET INC CAP STK CL A21.9K shares43.44%2025-09-302025-11-13 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND91.2K sharesnew addition2025-09-302025-11-13 GOOG ALPHABET INC CAP STK CL C20.7K shares34.94%2025-09-302025-11-13 BRW SABA CAPITAL INCOME & OPRNT FD SHS NEW609.6K sharesnew addition2025-09-302025-11-13 MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND80.2K sharesnew addition2025-09-302025-11-13 JPM JPMORGAN CHASE & CO. COM11.4K shares35.98%2025-09-302025-11-13 SDHY PGIM SHORT DUR HIG YLD OPP FD COM209.5K sharesnew addition2025-09-302025-11-13 AVGO BROADCOM INC COM10.4K shares24.93%2025-09-302025-11-13 MUB ISHARES NATIONAL MUNI BOND ETF31.4K sharesnew addition2025-09-302025-11-13 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF66.5K sharesnew addition2025-09-302025-11-13 IWF ISHARES RUSSELL 1000 GROWTH ETF6.1K shares2.80%2025-09-302025-11-13 TSLA TESLA INC COM5.4K shares22.45%2025-09-302025-11-13 V VISA INC COM CL A6.7K shares40.00%2025-09-302025-11-13 ORCL ORACLE CORP COM7.9K shares32.62%2025-09-302025-11-13 SABA SABA CAPITAL INCOME & OPPORTUN COM NEW243.6K sharesnew addition2025-09-302025-11-13 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF19.2K sharesnew addition2025-09-302025-11-13 MA MASTERCARD INCORPORATED CL A3.6K shares36.94%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW4.0K shares60.14%2025-09-302025-11-13 WMT WALMART INC COM17.8K shares31.69%2025-09-302025-11-13 IVE iShares S&P 500 Value ETF8.5K shares170.49%2025-09-302025-11-13 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF20.9K shares0.48%2025-09-302025-11-13 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF16.8K sharesnew addition2025-09-302025-11-13 SPE SPECIAL OPPORTUNITIES FD INC COM106.1K sharesnew addition2025-09-302025-11-13 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF51.6K sharesnew addition2025-09-302025-11-13 NFLX NETFLIX INC COM1.3K shares21.75%2025-09-302025-11-13 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF28.0K shares0.00%2025-09-302025-11-13 IYY ISHARES DOW JONES U.S. ETF9.3K shares0.00%2025-09-302025-11-13 DTF DTF TAX-FREE INCOME 2028 TERM COM126.5K sharesnew addition2025-09-302025-11-13 BND VANGUARD TOTAL BOND MARKET ETF19.3K shares67.27%2025-09-302025-11-13 VWO VANGUARD FTSE EMERGING MARKETS ETF26.4K shares76.41%2025-09-302025-11-13 BSV VANGUARD SHORT-TERM BOND ETF18.0K sharesnew addition2025-09-302025-11-13 JNJ JOHNSON & JOHNSON COM7.6K shares58.18%2025-09-302025-11-13 LLY ELI LILLY & CO COM1.8K shares29.65%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW COM1.5K shares20.21%2025-09-302025-11-13 EPS WISDOMTREE U.S. LARGECAP FUND19.2K sharesnew addition2025-09-302025-11-13 ABBV ABBVIE INC COM5.6K shares72.00%2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY S A SHS1.6K shares10.62%2025-09-302025-11-13 HD HOME DEPOT INC COM2.7K shares57.91%2025-09-302025-11-13 XOM EXXON MOBIL CORP COM9.5K shares89.68%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO COM3.1K shares33.95%2025-09-302025-11-13 BAC BANK AMERICA CORP COM19.6K shares40.53%2025-09-302025-11-13 VUG Vanguard Growth ETF2.1K shares208.77%2025-09-302025-11-13 BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN43.3K sharesnew addition2025-09-302025-11-13 VLUE ISHARES MSCI USA VALUE FACTOR ETF7.6K sharesnew addition2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS COM3.1K shares74.23%2025-09-302025-11-13 DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF21.2K shares-2.32%2025-09-302025-11-13 ITOT iShares Core S&P Total U.S. Stock Market ETF5.9K sharesnew addition2025-09-302025-11-13 WFC WELLS FARGO CO NEW COM10.0K shares37.44%2025-09-302025-11-13 APP APPLOVIN CORP COM CL A1.2K sharesnew addition2025-09-302025-11-13 AMAT APPLIED MATLS INC COM4.0K shares14.94%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC COM1.0K shares37.09%2025-09-302025-11-13 IWM ISHARES RUSSELL 2000 ETF3.3K shares0.00%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO COM5.2K shares38.82%2025-09-302025-11-13 ASML ASML HOLDING N V N Y REGISTRY SHS813 shares0.25%2025-09-302025-11-13 MCD MCDONALDS CORP COM2.6K shares8.92%2025-09-302025-11-13 IVW iShares S&P 500 Growth ETF6.5K shares0.00%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2025-09-302025-11-13 SHOP SHOPIFY INC CL A SUB VTG SHS5.1K shares1.75%2025-09-302025-11-13 ABT ABBOTT LABS COM5.6K shares40.84%2025-09-302025-11-13 INTU INTUIT COM1.1K shares16.40%2025-09-302025-11-13 CSCO CISCO SYS INC COM10.6K shares54.21%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC CL A3.9K shares32.41%2025-09-302025-11-13 LRCX LAM RESEARCH CORP COM NEW5.1K shares46.28%2025-09-302025-11-13 MS MORGAN STANLEY COM NEW4.3K shares43.67%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC COM15.4K shares65.29%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC COM4.1K shares24.50%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS2.4K shares2.00%2025-09-302025-11-13 WULF TERAWULF INC COM56.0K shares0.01%2025-09-302025-11-13 CMCSA COMCAST CORP NEW CL A20.1K shares23.00%2025-09-302025-11-13 CVX CHEVRON CORP NEW COM4.0K shares152.35%2025-09-302025-11-13 T AT&T INC COM22.1K shares68.79%2025-09-302025-11-13 WSM WILLIAMS SONOMA INC COM3.2K shares15.93%2025-09-302025-11-13 LIN LINDE PLC SHS1.3K shares66.67%2025-09-302025-11-13 QCOM QUALCOMM INC COM3.7K shares37.09%2025-09-302025-11-13 GE GE AEROSPACE COM NEW2.0K shares32.81%2025-09-302025-11-13 NVS NOVARTIS AG SPONSORED ADR4.7K shares7.94%2025-09-302025-11-13 CRM SALESFORCE INC COM2.5K shares20.94%2025-09-302025-11-13 SAP SAP SE SPON ADR2.2K shares2.91%2025-09-302025-11-13 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF8.7K shares7.18%2025-09-302025-11-13 BBN BLACKROCK TAX MUNICPAL BD TR SHS34.6K sharesnew addition2025-09-302025-11-13 GILD GILEAD SCIENCES INC COM5.2K shares66.49%2025-09-302025-11-13 BX BLACKSTONE INC COM3.3K shares10.24%2025-09-302025-11-13 PEP PEPSICO INC COM4.0K shares42.46%2025-09-302025-11-13 XLK TECHNOLOGY SELECT SECTOR SPDR FUND2.0K shares0.00%2025-09-302025-11-13 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.2K shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC COM6.7K shares60.55%2025-09-302025-11-13 JMM NUVEEN MULTI-MKT INCOME FD COM88.7K sharesnew addition2025-09-302025-11-13 COF CAPITAL ONE FINL CORP COM2.6K shares47.75%2025-09-302025-11-13 C CITIGROUP INC COM NEW5.5K shares41.55%2025-09-302025-11-13 NFJ VIRTUS DIVIDEND INTEREST & PR COM42.5K sharesnew addition2025-09-302025-11-13 NEE NEXTERA ENERGY INC COM7.3K shares14.87%2025-09-302025-11-13 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF3.3K shares0.00%2025-09-302025-11-13 CAT CATERPILLAR INC COM1.1K shares120.00%2025-09-302025-11-13 CLS CELESTICA INC COM2.2K shares0.23%2025-09-302025-11-13 IJH ISHARES CORE S&P MID-CAP ETF8.3K shares0.00%2025-09-302025-11-13 MO ALTRIA GROUP INC COM8.1K shares17.03%2025-09-302025-11-13 TSI TCW STRATEGIC INCOME FD INC COM107.7K sharesnew addition2025-09-302025-11-13 MU MICRON TECHNOLOGY INC COM3.0K shares46.06%2025-09-302025-11-13 EFA ISHARES MSCI EAFE ETF5.4K shares-0.17%2025-09-302025-11-13 DIS DISNEY WALT CO COM4.3K shares42.96%2025-09-302025-11-13 KO COCA COLA CO COM7.3K shares47.19%2025-09-302025-11-13 EEM ISHARES MSCI EMERGING MARKETS ETF8.9K shares0.00%2025-09-302025-11-13 DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF14.8K shares0.00%2025-09-302025-11-13 TJX TJX COS INC NEW COM3.3K shares83.51%2025-09-302025-11-13 TOST TOAST INC CL A12.7K shares3.10%2025-09-302025-11-13 NOW SERVICENOW INC COM499 shares10.89%2025-09-302025-11-13 ICE INTERCONTINENTAL EXCHANGE INC COM2.7K shares27.84%2025-09-302025-11-13 RTX RTX CORPORATION COM2.7K shares80.36%2025-09-302025-11-13 MDT MEDTRONIC PLC SHS4.8K shares85.31%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC COM2.8K shares42.92%2025-09-302025-11-13 VB VANGUARD SMALL-CAP ETF1.8K shares0.00%2025-09-302025-11-13 KLAC KLA CORP COM NEW412 sharesnew addition2025-09-302025-11-13 VGT VANGUARD INFORMATION TECHNOLOGY ETF582 sharesnew addition2025-09-302025-11-13 AMGN AMGEN INC COM1.5K shares80.63%2025-09-302025-11-13 TXN TEXAS INSTRS INC COM2.4K shares21.61%2025-09-302025-11-13 GM GENERAL MTRS CO COM7.0K shares50.28%2025-09-302025-11-13 FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1.9K shares0.00%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC COM871 shares46.63%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC COM2.0K shares11.41%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC COM77 shares24.19%2025-09-302025-11-13 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND9.4K shares0.00%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TRUST687 shares0.00%2025-09-302025-11-13 ADBE ADOBE INC COM1.2K shares42.51%2025-09-302025-11-13 SAN BANCO SANTANDER S.A. ADR38.5K shares0.91%2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC COM CL A2.8K sharesnew addition2025-09-302025-11-13 NEM NEWMONT CORP COM4.8K sharesnew addition2025-09-302025-11-13 GEV GE VERNOVA INC COM650 shares38.59%2025-09-302025-11-13 SYK STRYKER CORPORATION COM1.1K shares27.06%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP COM3.6K sharesnew addition2025-09-302025-11-13 SHEL SHELL PLC SPON ADS5.5K shares-0.50%2025-09-302025-11-13 SCHA SCHWAB U.S. SMALL-CAP ETF14.0K shares0.00%2025-09-302025-11-13 ADSK AUTODESK INC COM1.2K shares52.10%2025-09-302025-11-13 ANET ARISTA NETWORKS INC COM SHS2.7K shares26.63%2025-09-302025-11-13 NU NU HLDGS LTD ORD SHS CL A24.4K shares0.11%2025-09-302025-11-13 APH AMPHENOL CORP NEW CL A3.1K shares38.97%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC COM3.9K shares37.05%2025-09-302025-11-13 AZN ASTRAZENECA PLC SPONSORED ADR4.9K shares11.48%2025-09-302025-11-13 TMUS T-MOBILE US INC COM1.6K shares69.33%2025-09-302025-11-13 ARKK ARK INNOVATION ETF4.3K shares0.00%2025-09-302025-11-13 BSX BOSTON SCIENTIFIC CORP COM3.8K shares26.44%2025-09-302025-11-13 EME EMCOR GROUP INC COM569 shares40.84%2025-09-302025-11-13 HSBC HSBC HLDGS PLC SPON ADR NEW5.2K shares0.00%2025-09-302025-11-13 CPA COPA HOLDINGS SA CL A3.1K shares0.13%2025-09-302025-11-13 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR18.8K shares0.74%2025-09-302025-11-13 PGR PROGRESSIVE CORP COM1.4K shares55.60%2025-09-302025-11-13 ROK ROCKWELL AUTOMATION INC COM994 shares22.56%2025-09-302025-11-13 INTC INTEL CORP COM10.3K sharesnew addition2025-09-302025-11-13 BLK BLACKROCK INC COM298 shares38.60%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP COM3.6K sharesnew addition2025-09-302025-11-13 COP CONOCOPHILLIPS COM3.6K shares52.62%2025-09-302025-11-13 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF8.0K shares0.00%2025-09-302025-11-13 GDL GDL FD COM SH BEN IT39.5K sharesnew addition2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC COM NEW754 shares4.87%2025-09-302025-11-13 VICI VICI PPTYS INC COM10.3K shares5.06%2025-09-302025-11-13 CDNS CADENCE DESIGN SYSTEM INC COM954 shares15.36%2025-09-302025-11-13 KTF DWS MUNICIPAL INCOME36.2K sharesnew addition2025-09-302025-11-13 ETN EATON CORP PLC SHS883 shares55.46%2025-09-302025-11-13 CI THE CIGNA GROUP COM1.1K shares21.91%2025-09-302025-11-13 UNP UNION PAC CORP COM1.4K sharesnew addition2025-09-302025-11-13 PFE PFIZER INC COM12.6K shares33.99%2025-09-302025-11-13 MFC MANULIFE FINL CORP COM10.2K shares-3.70%2025-09-302025-11-13 SPGI S&P GLOBAL INC COM650 shares66.24%2025-09-302025-11-13 AIG AMERICAN INTL GROUP INC COM NEW4.0K shares45.68%2025-09-302025-11-13 EWJ ISHARES MSCI JAPAN ETF3.9K shares0.00%2025-09-302025-11-13 TEL TE CONNECTIVITY PLC ORD SHS1.4K sharesnew addition2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC COM782 shares9.83%2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC COM1.1K sharesnew addition2025-09-302025-11-13 KR KROGER CO COM4.5K sharesnew addition2025-09-302025-11-13 RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF6.8K shares0.00%2025-09-302025-11-13 DHR DANAHER CORPORATION COM1.5K shares8.30%2025-09-302025-11-13 HYG iShares iBoxx $ High Yield Corporate Bond ETF3.7K sharesnew addition2025-09-302025-11-13 CVS CVS HEALTH CORP COM3.9K sharesnew addition2025-09-302025-11-13 SONY SONY GROUP CORP SPONSORED ADR10.2K shares-1.48%2025-09-302025-11-13 BBCA JPMORGAN BETABUILDERS CANADA ETF3.4K shares0.00%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC COM849 shares-27.37%2025-09-302025-11-13 NVO NOVO-NORDISK A S ADR5.2K shares-20.76%2025-09-302025-11-13 LNG CHENIERE ENERGY INC COM NEW1.2K sharesnew addition2025-09-302025-11-13 HCA HCA HEALTHCARE INC COM680 shares26.16%2025-09-302025-11-13 UBS UBS GROUP AG SHS6.9K shares6.45%2025-09-302025-11-13 URI UNITED RENTALS INC COM294 sharesnew addition2025-09-302025-11-13 QQQ INVESCO QQQ TRUST SERIES I467 shares0.00%2025-09-302025-11-13 ACN ACCENTURE PLC IRELAND SHS CLASS A1.1K shares-16.19%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO COM805 sharesnew addition2025-09-302025-11-13 HWM HOWMET AEROSPACE INC COM1.4K sharesnew addition2025-09-302025-11-13 VST VISTRA CORP COM1.4K sharesnew addition2025-09-302025-11-13 CRH CRH PLC ORD2.3K sharesnew addition2025-09-302025-11-13 NOC NORTHROP GRUMMAN CORP COM448 sharesnew addition2025-09-302025-11-13 HPE HEWLETT PACKARD ENTERPRISE CO COM11.1K sharesnew addition2025-09-302025-11-13 CB CHUBB LIMITED COM966 sharesnew addition2025-09-302025-11-13 KMI KINDER MORGAN INC DEL COM9.6K sharesnew addition2025-09-302025-11-13 IDXX IDEXX LABS INC COM423 sharesnew addition2025-09-302025-11-13 LADR LADDER CAP CORP CL A24.7K sharesnew addition2025-09-302025-11-13 TM TOYOTA MOTOR CORP ADS1.4K shares4.09%2025-09-302025-11-13 ARCC ARES CAPITAL CORP COM13.0K shares0.00%2025-09-302025-11-13 NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND4.2K shares0.00%2025-09-302025-11-13 EBAY EBAY INC. COM2.9K sharesnew addition2025-09-302025-11-13 DHI D R HORTON INC COM1.6K sharesnew addition2025-09-302025-11-13 PH PARKER-HANNIFIN CORP COM346 sharesnew addition2025-09-302025-11-13 IEFA ISHARES CORE MSCI EAFE ETF3.0K shares23.11%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP COM515 sharesnew addition2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC SHS609 sharesnew addition2025-09-302025-11-13 LOW LOWES COS INC COM1.0K sharesnew addition2025-09-302025-11-13 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS16.1K shares3.55%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L P COM8.2K shares0.00%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING INC COM868 sharesnew addition2025-09-302025-11-13 MELI MERCADOLIBRE INC COM109 shares5.83%2025-09-302025-11-13 UAL UNITED AIRLS HLDGS INC COM2.6K sharesnew addition2025-09-302025-11-13 DE DEERE & CO COM555 sharesnew addition2025-09-302025-11-13 NKE NIKE INC CL B3.6K sharesnew addition2025-09-302025-11-13 HON HONEYWELL INTL INC COM1.2K sharesnew 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