CIK: 0001071061
Total reported value
$6.6B
Showing top 200 holdings (of 2283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAML | Congress Large Cap Growth | ETF-Large Cap & Growth | 4.72% | — | +4.25% | |
| 2 | USSE | Sb&h Select Equity ETF | ETF-Other | 4.12% | +0.39% | +3.76% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.81% | -0.86% | +3.33% | |
| 4 | CSMD | Congress Smid Growth ETF | ETF-Other | 3.53% | -0.58% | +5.09% | |
| 5 | BUSA | Brandes US Value ETF | ETF-Other | 3.22% | -0.24% | +4.30% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | +1.16% | +19.95% | |
| 7 | PCGG | Polen Capital Global Growth | ETF-Other | 2.78% | -2.67% | +4.79% | |
| 8 | BINV | Brandes International ETF | ETF-Other | 2.55% | -0.18% | +4.43% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.15% | +0.44% | +15.18% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.60% | -4.73% | |
| 11 | FLCO | Franklin Investment Grade Co | ETF-Corp Bonds | 1.78% | -0.21% | +5.74% | |
| 12 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.71% | -0.31% | -13.84% | |
| 13 | BSMC | Brandes US Small-mid Cap Val | ETF-Other | 1.64% | — | +5.06% | |
| 14 | FLIA | Franklin International Aggre | ETF-Other | 1.51% | +0.44% | +10.29% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.11% | +0.94% | +37.24% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | -0.23% | -4.71% | |
| 17 | AAPL | Apple INC | Stock-Tech | 1.02% | +0.24% | -14.90% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.33% | +5.49% | |
| 19 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.93% | +0.23% | +0.07% | |
| 20 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.92% | +0.50% | +6.23% | |
| 21 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.92% | +0.85% | +41.68% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.36% | -3.19% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | — | -7.03% | |
| 24 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.73% | +0.24% | -1.18% | |
| 25 | ✓ | Netflix, Inc. | Stock-Other | 0.72% | +0.21% | -4.71% | |
| 26 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.70% | +0.16% | +5.12% | |
| 27 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.68% | +0.26% | -25.91% | |
| 28 | ✓ | Mastercard Incorporated | Stock-Other | 0.66% | -0.34% | -6.43% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.18% | +18.15% | |
| 30 | ✓ | J P Morgan Chase And Co | Stock-Other | 0.63% | -0.11% | -10.03% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | — | +10.90% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.12% | -5.15% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.57% | +0.57% | -6.69% | |
| 34 | SHOP | Shopify INC - Class A | Stock-Tech | 0.56% | -0.41% | -6.75% | |
| 35 | AVGO | Broadcom INC | Stock-Tech | 0.53% | -0.26% | -0.23% | |
| 36 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.53% | — | -1.00% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.29% | -4.62% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.52% | — | -3.19% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.52% | — | -4.23% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.36% | -10.59% | |
| 41 | NOW | Servicenow INC | Stock-Tech | 0.46% | -0.22% | +8.99% | |
| 42 | ✓ | Adobe Inc. | Stock-Other | 0.46% | -0.13% | -0.96% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | +4.86% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.44% | -0.16% | +4.50% | |
| 45 | ZTS | Zoetis INC | Stock-Healthcare | 0.44% | -0.19% | -4.00% | |
| 46 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.43% | — | -8.47% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | +0.14% | +6.70% | |
| 48 | CHTH | Cnl Healthcare Properties In | Stock-Other | 0.40% | -0.36% | EXIT | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.40% | — | -1.29% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.39% | -0.14% | +41.17% |