CIK: 0001071061
Total reported value
$6.6B
Showing top 200 holdings (of 1160 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAML | Congress Large Cap Growth | ETF-Large Cap & Growth | 3.63% | — | +36.60% | |
| 2 | USSE | Sb&h Select Equity ETF | ETF-Other | 3.29% | +0.39% | +35.82% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.85% | -0.31% | -8.16% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.76% | -0.86% | +27.40% | |
| 5 | BUSA | Brandes US Value ETF | ETF-Other | 2.68% | -0.24% | +36.74% | |
| 6 | CSMD | Congress Smid Growth ETF | ETF-Other | 2.62% | -0.58% | +34.95% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.60% | -6.83% | |
| 8 | PCGG | Polen Capital Global Growth | ETF-Other | 2.08% | -2.67% | +35.64% | |
| 9 | BINV | Brandes International ETF | ETF-Other | 1.69% | -0.18% | +37.70% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +1.16% | -8.66% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.44% | +0.44% | -8.96% | |
| 12 | AAPL | Apple INC | Stock-Tech | 1.29% | +0.24% | +0.94% | |
| 13 | FLCO | Franklin Investment Grade Co | ETF-Corp Bonds | 1.27% | -0.21% | +44.46% | |
| 14 | FLIA | Franklin International Aggre | ETF-Other | 1.26% | +0.44% | +54.22% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.29% | -4.40% | |
| 16 | BSMC | Brandes US Small-mid Cap Val | ETF-Other | 1.05% | — | +36.87% | |
| 17 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.04% | +0.24% | +11.01% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.23% | -2.15% | |
| 19 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.94% | +0.23% | -7.28% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.85% | — | -2.41% | |
| 21 | NOW | Servicenow INC | Stock-Tech | 0.83% | -0.22% | -8.87% | |
| 22 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.81% | — | -3.30% | |
| 23 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.79% | — | -2.06% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.33% | +718.10% | |
| 25 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.77% | +0.26% | -15.27% | |
| 26 | ✓ | Mastercard Incorporated | Stock-Other | 0.77% | -0.34% | -4.64% | |
| 27 | ✓ | Netflix, Inc. | Stock-Other | 0.74% | +0.21% | -31.26% | |
| 28 | ✓ | Adobe Inc. | Stock-Other | 0.74% | -0.13% | -7.84% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.74% | -0.16% | -6.01% | |
| 30 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.68% | +0.50% | +43.42% | |
| 31 | CRM | Salesforce INC | Stock-Tech | 0.68% | — | -6.21% | |
| 32 | ✓ | J P Morgan Chase And Co | Stock-Other | 0.63% | -0.11% | -3.68% | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.62% | — | -0.43% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | — | +8.65% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.12% | +12.30% | |
| 36 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.60% | — | -2.64% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.59% | — | -10.35% | |
| 38 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.58% | — | -9.41% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.58% | — | -4.70% | |
| 40 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.54% | +0.16% | +33.15% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | +0.14% | +37.91% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | +0.94% | -12.83% | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.52% | — | -4.00% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.52% | — | -5.03% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | — | +10.52% | |
| 46 | CHTH | Cnl Healthcare Properties In | Stock-Other | 0.46% | -0.36% | EXIT | |
| 47 | AVGO | Broadcom INC | Stock-Tech | 0.46% | -0.26% | +0.11% | |
| 48 | SCHH | Schwab US Reit ETF | ETF-Other | 0.46% | — | -9.10% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | — | -1.01% | |
| 50 | ZTS | Zoetis INC | Stock-Healthcare | 0.45% | -0.19% | -0.62% |