The Analysis of Trust Co's Holdings
Currently, Trust Co holds 889 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in AAPL (+34.5K shares, valued at $9.4M), SPY (+7.2K shares, valued at $4.9M), XLK (+33.4K shares, valued at $4.8M); decreased their positions in AGG (-7.1K shares, valued at $710.3K), IWB (-1.2K shares, valued at $442.9K), XLV (-1.3K shares, valued at $197.5K); initiated new positions in AXP (+2.4K shares, valued at $890.1K), MO (+14.6K shares, valued at $843.5K), MCO (+1.0K shares, valued at $511.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF765.7K shares0.16%2025-12-312026-01-15
BND VANGUARD TOTAL BOND MARKET ETF945.0K shares1.73%2025-12-312026-01-15 AGG ISHARES CORE U.S. AGGREGATE BOND ETF655.1K shares-1.07%2025-12-312026-01-15 VUG VANGUARD GROWTH ETF132.3K shares0.79%2025-12-312026-01-15 VTV VANGUARD VALUE ETF318.3K shares0.60%2025-12-312026-01-15 EDIV SPDR S&P EMERGING MARKETS DIVIDEND ETF1.4M shares2.90%2025-12-312026-01-15 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF1.1M shares-0.37%2025-12-312026-01-15 VEA VANGUARD FTSE DEVELOPED MARKETS ETF791.3K shares1.23%2025-12-312026-01-15 VOE VANGUARD MID-CAP VALUE ETF259.1K shares1.76%2025-12-312026-01-15 IWB ISHARES RUSSELL 1000 ETF122.1K shares-0.96%2025-12-312026-01-15 VOT VANGUARD MID-CAP GROWTH ETF154.4K shares2.33%2025-12-312026-01-15 JGRO JPMORGAN ACTIVE GROWTH ETF403.3K shares0.46%2025-12-312026-01-15 MUB ISHARES NATIONAL MUNI BOND ETF304.5K shares14.27%2025-12-312026-01-15 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF503.9K shares14.48%2025-12-312026-01-15 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF276.1K shares-0.48%2025-12-312026-01-15 VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF266.3K shares4.94%2025-12-312026-01-15 AAPL APPLE INC COM53.2K shares184.45%2025-12-312026-01-15 IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF503.7K shares-0.45%2025-12-312026-01-15 ACWX ISHARES MSCI ACWI EX U.S. ETF161.7K shares0.83%2025-12-312026-01-15 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF207.8K shares-1.49%2025-12-312026-01-15 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF67.1K shares99.04%2025-12-312026-01-15 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF194.3K shares1.46%2025-12-312026-01-15 IBTK ISHARES IBONDS DEC 2030 TERM TREASURY ETF478.9K shares0.02%2025-12-312026-01-15 VTI VANGUARD TOTAL STOCK MARKET ETF26.9K shares1.97%2025-12-312026-01-15 IVV ISHARES CORE S&P 500 ETF11.7K shares2.42%2025-12-312026-01-15 MSFT MICROSOFT CORP COM13.4K shares49.40%2025-12-312026-01-15 SHYM ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF282.5K shares7.76%2025-12-312026-01-15 QUAL ISHARES MSCI USA QUALITY FACTOR ETF30.2K shares-2.25%2025-12-312026-01-15 VWO VANGUARD FTSE EMERGING MARKETS ETF103.0K shares4.16%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TRUST7.8K shares1245.86%2025-12-312026-01-15 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF33.2K shares-1.34%2025-12-312026-01-15 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF74.1K shares-1.59%2025-12-312026-01-15 VV VANGUARD LARGE-CAP ETF12.5K shares466.76%2025-12-312026-01-15 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF14.6K shares23.98%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO. COM9.8K shares18.80%2025-12-312026-01-15 AMZN AMAZON COM INC COM13.5K shares22.85%2025-12-312026-01-15 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF25.9K shares92.99%2025-12-312026-01-15 VTEB VANGUARD TAX-EXEMPT BOND ETF59.4K shares27037.44%2025-12-312026-01-15 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF22.4K shares-3.03%2025-12-312026-01-15 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF16.8K shares-7.06%2025-12-312026-01-15 LLY ELI LILLY & CO COM2.4K shares436.69%2025-12-312026-01-15 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF16.6K shares-3.23%2025-12-312026-01-15 BMY BRISTOL-MYERS SQUIBB CO COM47.0K shares20.11%2025-12-312026-01-15 GSY INVESCO ULTRA SHORT DURATION ETF50.2K shares0.02%2025-12-312026-01-15 VNLA JANUS HENDERSON SHORT DURATION INCOME ETF47.3K shares0.26%2025-12-312026-01-15 ABBV ABBVIE INC COM9.9K shares311.81%2025-12-312026-01-15 CBSH COMMERCE BANCSHARES INC COM43.0K shares1620.86%2025-12-312026-01-15 JKHY HENRY JACK & ASSOC INC COM12.0K shares0.00%2025-12-312026-01-15 NVDA NVIDIA CORPORATION COM11.4K shares58.79%2025-12-312026-01-15 SUSA ISHARES ESG OPTIMIZED MSCI USA ETF13.8K shares-0.16%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC COM46.2K shares21.32%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP COM3.8K shares-7.09%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON COM8.7K shares15.28%2025-12-312026-01-15 MCD MCDONALDS CORP COM5.8K shares359.30%2025-12-312026-01-15 PHO INVESCO WATER RESOURCES ETF25.1K shares0.00%2025-12-312026-01-15 XOM EXXON MOBIL CORP COM14.5K shares284.81%2025-12-312026-01-15 WMT WALMART INC COM14.8K shares44.98%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC COM10.2K shares3754.55%2025-12-312026-01-15 LARK LANDMARK BANCORP INC COM60.9K shares117.15%2025-12-312026-01-15 ADBE ADOBE INC COM4.4K shares13.04%2025-12-312026-01-15 CRM SALESFORCE INC COM5.7K shares7.64%2025-12-312026-01-15 IBTG ISHARES IBONDS DEC 2026 TERM TREASURY ETF62.9K shares-2.15%2025-12-312026-01-15 VBR VANGUARD SMALL CAP VALUE ETF6.5K shares21.39%2025-12-312026-01-15 PFE PFIZER INC COM55.4K shares9.98%2025-12-312026-01-15 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF17.2K shares-2.82%2025-12-312026-01-15 V VISA INC COM CL A3.7K shares4.19%2025-12-312026-01-15 NYF ISHARES NEW YORK MUNI BOND ETF24.2K shares0.00%2025-12-312026-01-15 NUDM NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF34.8K shares6.37%2025-12-312026-01-15 VBK VANGUARD SMALL-CAP GROWTH ETF4.2K shares1.56%2025-12-312026-01-15 ABT ABBOTT LABS COM9.9K shares986.80%2025-12-312026-01-15 IQLT ISHARES MSCI INTL QUALITY FACTOR ETF26.3K shares0.00%2025-12-312026-01-15 RTX RTX CORPORATION COM6.5K shares689.88%2025-12-312026-01-15 PEP PEPSICO INC COM8.2K shares60.01%2025-12-312026-01-15 ESGE ISHARES ESG AWARE MSCI EM ETF26.0K shares-0.07%2025-12-312026-01-15 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF26.2K shares106.94%2025-12-312026-01-15 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF20.5K shares104.12%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO COM2.4K sharesnew addition2025-12-312026-01-15 VNQ VANGUARD REAL ESTATE ETF9.9K shares1.97%2025-12-312026-01-15 ORCL ORACLE CORP COM4.4K shares235.73%2025-12-312026-01-15 CAT CATERPILLAR INC COM1.5K shares270.50%2025-12-312026-01-15 MO ALTRIA GROUP INC COM14.6K sharesnew addition2025-12-312026-01-15 APD AIR PRODS & CHEMS INC COM3.3K shares65720.00%2025-12-312026-01-15 EVRG EVERGY INC COM11.2K shares57.97%2025-12-312026-01-15 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF16.9K shares4.93%2025-12-312026-01-15 KMB KIMBERLY-CLARK CORP COM8.0K shares143.86%2025-12-312026-01-15 UNP UNION PAC CORP COM3.4K shares29.59%2025-12-312026-01-15 HD HOME DEPOT INC COM2.1K shares164.28%2025-12-312026-01-15 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A8.5K shares83.88%2025-12-312026-01-15 SCHD SCHWAB US DIVIDEND EQUITY ETF25.5K shares195.93%2025-12-312026-01-15 XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF17.1K shares7.10%2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC COM NEW1.2K shares0.00%2025-12-312026-01-15 WM WASTE MGMT INC DEL COM3.1K shares33.36%2025-12-312026-01-15 CMCSA COMCAST CORP NEW CL A22.6K shares54.85%2025-12-312026-01-15 EFA ISHARES MSCI EAFE ETF6.9K shares0.00%2025-12-312026-01-15 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF11.1K shares10.52%2025-12-312026-01-15 EEM ISHARES MSCI EMERGING MARKETS ETF11.6K shares-18.66%2025-12-312026-01-15 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF13.7K shares91.15%2025-12-312026-01-15 DE DEERE & CO COM1.3K shares2309.62%2025-12-312026-01-15 IJR ISHARES CORE S&P SMALL CAP ETF4.6K shares1675.19%2025-12-312026-01-15 HDV ISHARES CORE HIGH DIVIDEND ETF4.5K shares9.52%2025-12-312026-01-15 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF9.2K shares0.00%2025-12-312026-01-15 ARKK ARK INNOVATION ETF7.1K shares0.64%2025-12-312026-01-15 CSCO CISCO SYS INC COM7.0K shares27.85%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW COM607 shares105.07%2025-12-312026-01-15 MCO MOODYS CORP COM1.0K sharesnew addition2025-12-312026-01-15 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF7.2K shares65.00%2025-12-312026-01-15 SHY ISHARES 1-3 YEAR TREASURY BOND ETF5.8K shares0.00%2025-12-312026-01-15 IWR ISHARES RUSSELL MIDCAP ETF5.0K shares7.16%2025-12-312026-01-15 IEFA ISHARES CORE MSCI EAFE ETF5.3K shares-3.90%2025-12-312026-01-15 CVX CHEVRON CORP NEW COM3.1K shares236.35%2025-12-312026-01-15 GILD GILEAD SCIENCES INC COM3.8K shares68.43%2025-12-312026-01-15 VIG VANGUARD DIVIDEND APPRECIATION ETF2.1K shares0.00%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO COM3.1K shares105.18%2025-12-312026-01-15 MMC MARSH COM2.4K shares29912.50%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS COM1.5K shares362.07%2025-12-312026-01-15 HWKN HAWKINS INC COM3.0K shares0.00%2025-12-312026-01-15 NUMV NUVEEN ESG MID-CAP VALUE ETF10.8K shares0.01%2025-12-312026-01-15 MDLZ MONDELEZ INTL INC CL A7.7K sharesnew addition2025-12-312026-01-15 NULV NUVEEN ESG LARGE-CAP VALUE ETF9.0K shares0.01%2025-12-312026-01-15 NULG NUVEEN ESG LARGE-CAP GROWTH ETF4.0K shares0.00%2025-12-312026-01-15 RRX REGAL REXNORD CORPORATION COM2.7K shares0.00%2025-12-312026-01-15 JCPB JPMORGAN CORE PLUS BOND ETF7.8K sharesnew addition2025-12-312026-01-15 NUSC NUVEEN ESG SMALL-CAP ETF7.9K shares13.08%2025-12-312026-01-15 HON HONEYWELL INTL INC COM1.8K shares4.40%2025-12-312026-01-15 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF4.7K sharesnew addition2025-12-312026-01-15 IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF13.7K shares0.01%2025-12-312026-01-15 IBMR ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF13.8K shares0.01%2025-12-312026-01-15 IBMQ ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF13.7K shares0.01%2025-12-312026-01-15 ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF7.6K shares11.68%2025-12-312026-01-15 IBMP ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF13.8K shares0.01%2025-12-312026-01-15 SO SOUTHERN CO COM3.9K shares231.24%2025-12-312026-01-15 VO VANGUARD MID-CAP ETF1.2K shares43.70%2025-12-312026-01-15 VGK VANGUARD FTSE EUROPE ETF4.0K sharesnew addition2025-12-312026-01-15 IWD ISHARES RUSSELL 1000 VALUE ETF1.6K shares1.70%2025-12-312026-01-15 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF3.0K shares28.55%2025-12-312026-01-15 NUMG NUVEEN ESG MID-CAP GROWTH ETF6.8K shares0.01%2025-12-312026-01-15 IWF ISHARES RUSSELL 1000 GROWTH ETF674 shares0.00%2025-12-312026-01-15 OMC OMNICOM GROUP INC COM3.9K sharesnew addition2025-12-312026-01-15 META META PLATFORMS INC CL A475 shares15.29%2025-12-312026-01-15 NEE NEXTERA ENERGY INC COM3.9K shares0.23%2025-12-312026-01-15 NHI NATIONAL HEALTH INVS INC COM4.0K shares0.00%2025-12-312026-01-15 COP CONOCOPHILLIPS COM3.2K shares352.97%2025-12-312026-01-15 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF12.1K shares76.01%2025-12-312026-01-15 JPST JPMORGAN ULTRA-SHORT INCOME ETF5.7K shares20.82%2025-12-312026-01-15 AJG GALLAGHER ARTHUR J & CO COM1.0K shares40.76%2025-12-312026-01-15 MA MASTERCARD INCORPORATED CL A446 shares13.20%2025-12-312026-01-15 MDY SPDR S&P MIDCAP 400 ETF TRUST411 shares0.00%2025-12-312026-01-15 CME CME GROUP INC COM899 shares-18.05%2025-12-312026-01-15 AMP AMERIPRISE FINL INC COM481 sharesnew addition2025-12-312026-01-15 IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF10.2K shares0.00%2025-12-312026-01-15 IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF10.2K shares0.01%2025-12-312026-01-15 XEL XCEL ENERGY INC COM2.9K shares2.08%2025-12-312026-01-15 KO COCA COLA CO COM3.1K shares-6.84%2025-12-312026-01-15 PSX PHILLIPS 66 COM1.6K shares400.30%2025-12-312026-01-15 SPEM SPDR PORTFOLIO EMERGING MARKETS ETF4.5K sharesnew addition2025-12-312026-01-15 AVDE AVANTIS INTERNATIONAL EQUITY ETF2.6K sharesnew addition2025-12-312026-01-15 TMUS T-MOBILE US INC COM1.0K shares8.06%2025-12-312026-01-15 GRMN GARMIN LTD SHS1.0K sharesnew addition2025-12-312026-01-15 SHEL SHELL PLC SPON ADS2.8K shares1.04%2025-12-312026-01-15 CB CHUBB LIMITED COM649 shares0.00%2025-12-312026-01-15 SCI SERVICE CORP INTL COM2.6K shares0.00%2025-12-312026-01-15 BA BOEING CO COM899 sharesnew addition2025-12-312026-01-15 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF5.7K sharesnew addition2025-12-312026-01-15 PRU PRUDENTIAL FINL INC COM1.7K shares0.95%2025-12-312026-01-15 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF4.1K sharesnew addition2025-12-312026-01-15 TSLA TESLA INC COM407 shares36.58%2025-12-312026-01-15 T AT&T INC COM7.2K shares102.09%2025-12-312026-01-15 AMT AMERICAN TOWER CORP NEW COM1.0K shares159.17%2025-12-312026-01-15 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST363 shares7.72%2025-12-312026-01-15 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF8.2K shares21.06%2025-12-312026-01-15 IBTL ISHARES IBONDS DEC 2031 TERM TREASURY ETF8.4K shares0.01%2025-12-312026-01-15 CARR CARRIER GLOBAL CORPORATION COM3.3K sharesnew addition2025-12-312026-01-15 MS MORGAN STANLEY COM NEW963 shares27.55%2025-12-312026-01-15 OKE ONEOK INC NEW COM2.3K shares700.00%2025-12-312026-01-15 NVT NVENT ELECTRIC PLC SHS1.7K shares0.00%2025-12-312026-01-15 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF7.6K shares0.01%2025-12-312026-01-15 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF6.9K shares-16.78%2025-12-312026-01-15 MMM 3M CO COM972 shares-11.80%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC COM177 shares254.00%2025-12-312026-01-15 INTC INTEL CORP COM4.2K shares143.19%2025-12-312026-01-15 IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND3.7K sharesnew addition2025-12-312026-01-15 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF1.8K shares-33.06%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC CL B1.5K shares-0.20%2025-12-312026-01-15 OTIS OTIS WORLDWIDE CORP COM1.6K sharesnew addition2025-12-312026-01-15 DFAW DIMENSIONAL WORLD EQUITY ETF1.9K sharesnew addition2025-12-312026-01-15 EIX EDISON INTL COM2.3K shares1061.50%2025-12-312026-01-15 IWP ISHARES RUSSELL MID-CAP GROWTH ETF1.0K shares0.00%2025-12-312026-01-15 DGRO ISHARES CORE DIVIDEND GROWTH ETF2.0K sharesnew addition2025-12-312026-01-15 O REALTY INCOME CORP COM2.4K shares102.42%2025-12-312026-01-15 USB US BANCORP DEL COM NEW2.5K shares610.48%2025-12-312026-01-15 GEV GE VERNOVA INC COM204 shares71.43%2025-12-312026-01-15 IWM ISHARES RUSSELL 2000 ETF528 shares0.00%2025-12-312026-01-15 SCZ ISHARES MSCI EAFE SMALL-CAP ETF1.7K shares0.00%2025-12-312026-01-15 AMGN AMGEN INC COM387 shares88.78%2025-12-312026-01-15 SCHX SCHWAB U.S. LARGE-CAP ETF4.6K shares8.05%2025-12-312026-01-15 TD TORONTO DOMINION BK ONT COM NEW1.3K shares-10.20%2025-12-312026-01-15 RF REGIONS FINANCIAL CORP NEW COM4.5K sharesnew addition2025-12-312026-01-15 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF2.3K sharesnew addition2025-12-312026-01-15 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF1.3K sharesnew addition2025-12-312026-01-15 TMO THERMO FISHER SCIENTIFIC INC COM207 shares0.98%2025-12-312026-01-15 RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF2.3K shares0.00%2025-12-312026-01-15 PNW PINNACLE WEST CAP CORP COM1.3K shares113.23%2025-12-312026-01-15 IWO ISHARES RUSSELL 2000 GROWTH ETF344 shares0.00%2025-12-312026-01-15 BAC BANK AMERICA CORP COM2.0K shares31.96%2025-12-312026-01-15 COF CAPITAL ONE FINL CORP COM445 shares30.12%2025-12-312026-01-15 ILCB ISHARES MORNINGSTAR U.S. EQUITY ETF1.1K sharesnew addition2025-12-312026-01-15 TFC TRUIST FINL CORP COM2.1K sharesnew addition2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC COM315 shares494.34%2025-12-312026-01-15 VONG VANGUARD RUSSELL 1000 GROWTH ETF844 shares5.50%2025-12-312026-01-15 IWS ISHARES RUSSELL MID-CAP VALUE ETF717 shares0.00%2025-12-312026-01-15 WFC WELLS FARGO CO NEW COM1.0K shares4413.04%2025-12-312026-01-15 JMUB JPMORGAN MUNICIPAL ETF1.9K sharesnew addition2025-12-312026-01-15 ESGD ISHARES ESG AWARE MSCI EAFE ETF996 shares0.00%2025-12-312026-01-15 SXT SENSIENT TECHNOLOGIES CORP COM1.0K sharesnew addition2025-12-312026-01-15 BK BANK NEW YORK MELLON CORP COM808 shares692.16%2025-12-312026-01-15 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF4.0K shares22.19%2025-12-312026-01-15 XYL XYLEM INC COM683 shares0.44%2025-12-312026-01-15 HII HUNTINGTON INGALLS INDS INC COM272 sharesnew addition2025-12-312026-01-15 ESGV VANGUARD ESG U.S. STOCK ETF762 shares0.00%2025-12-312026-01-15 DRI DARDEN RESTAURANTS INC COM495 shares0.00%2025-12-312026-01-15 EMR EMERSON ELEC CO COM667 shares172.24%2025-12-312026-01-15 ADM ARCHER DANIELS MIDLAND CO COM1.5K shares32.27%2025-12-312026-01-15 ICF ISHARES SELECT U.S. REIT ETF1.5K sharesnew addition2025-12-312026-01-15 ELV ELEVANCE HEALTH INC FORMERLY A COM250 shares-0.79%2025-12-312026-01-15 DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF1.6K sharesnew addition2025-12-312026-01-15 CMS CMS ENERGY CORP COM1.2K shares0.00%2025-12-312026-01-15 VB VANGUARD SMALL-CAP ETF322 shares21.51%2025-12-312026-01-15 AVEM AVANTIS EMERGING MARKETS EQUITY ETF1.1K sharesnew addition2025-12-312026-01-15 KHC KRAFT HEINZ CO COM3.4K shares1023.00%2025-12-312026-01-15 CGGR CAPITAL GROUP GROWTH ETF1.8K 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