FUND Reddit Mentions | ChartExchange

# Portfolio Holdings
|Company|Symbol|% of Portfolio|
|:-|:-|:-|
|MICROSOFT CORP|MSFT|3.302%|
|NVIDIA CORPORATION COM|NVDA|3.210%|
|APPLE INC|AAPL|2.740%|
|[AMAZON.COM](http://AMAZON.COM) INC|AMZN|1.794%|
|META PLATFORMS INC CLASS A|META|1.494%|
|BROADCOM INC COM|AVGO|1.116%|
|ALPHABET INC CAP STK CL A|GOOGL|0.999%|
|JPMORGAN CHASE & CO. COM|JPM|0.892%|
|VISA INC|V|0.862%|
|TESLA INC COM|TSLA|0.771%|
|ALPHABET INC CAP STK CL C|GOOG|0.761%|
|BERKSHIRE HATHAWAY INC COM CLASS B|BRKB|0.747%|
|NETFLIX INC|NFLX|0.650%|
|ELI LILLY &CO COM|LLY|0.631%|
|WALMART INC COM|WMT|0.594%|
|COSTCO WHOLESALE CORP COM|COST|0.481%|
|JOHNSON & JOHNSON COM|JNJ|0.470%|
|INTUIT INC|INTU|0.446%|
|SNAP-ON INC|SNA|0.428%|
|HOME DEPOT INC|HD|0.415%|
|EXXON MOBIL CORP COM|XOM|0.401%|
|ORACLE CORP|ORCL|0.389%|
|CISCO SYSTEMS INC|CSCO|0.388%|
|CBRE GROUP INC COM CLASS A|CBRE|0.386%|
|AUTOMATIC DATA PROCESSING INC COM|ADP|0.374%|
|WELLS FARGO CO NEW COM|WFC|0.350%|
|TJX COMPANIES INC|TJX|0.350%|
|MASCO CORP COM|MAS|0.349%|
|GOLDMAN SACHS GROUP INC COM|GS|0.344%|
|SALESFORCE INC COM|CRM|0.331%|
|ABBOTT LABORATORIES|ABT|0.330%|
|JOHNSON CONTROLS INTERNATIONAL PLC COM|JCI|0.325%|
|APPLIED MATERIALS INC COM|AMAT|0.311%|
|DOVER CORP COM|DOV|0.311%|
|PROCTER AND GAMBLE CO COM|PG|0.310%|
|GE AEROSPACE COM NEW|GE|0.292%|
|CATERPILLAR INC COM|CAT|0.283%|
|AMPHENOL CORP CLASS A COM|APH|0.280%|
|PALANTIR TECHNOLOGIES INC CL A|PLTR|0.276%|
|MERCK & CO. INC COM|MRK|0.276%|
|MORGAN STANLEY COM|MS|0.274%|
|MASTERCARD INCORPORATED CL A|MA|0.273%|
|CME GROUP INC COM|CME|0.268%|
|AGILENT TECHNOLOGIES INC COM|A|0.267%|
|CHEVRON CORP NEW COM|CVX|0.267%|
|LINDE PLC COM|LIN|0.266%|
|INTUITIVE SURGICAL INC|ISRG|0.264%|
|GE VERNOVA INC COM|GEV|0.257%|
|ANSYS INC COM|ANSS|0.256%|
|UNITEDHEALTH GROUP INC|UNH|0.253%|
|INTERCONTINENTAL EXCHANGE INC COM|ICE|0.252%|
|PHILIP MORRIS INTERNATIONAL INC|PM|0.251%|
|DR HORTON INC COM|DHI|0.250%|
|SHERWIN-WILLIAMS CO|SHW|0.250%|
|HCA HEALTHCARE INC COM|HCA|0.248%|
|DEERE & CO|DE|0.247%|
|AIR LEASE CORP|AL|0.246%|
|PACKAGING CORP OF AMERICA COM|PKG|0.244%|
|BANK AMERICA CORP COM|BAC|0.241%|
|REPUBLIC SERVICES INC|RSG|0.240%|
|INTERNATIONAL BUS MACH CORP COM|IBM|0.239%|
|PROGRESSIVE CORP COM|PGR|0.238%|
|RAYMOND JAMES FINL INC COM|RJF|0.236%|
|CRH ORD EUR 0.32 (DI)|CRH|0.230%|
|ROYAL CARIBBEAN GROUP COM|RCL|0.228%|
|REINSURANCE GRP OF AMERICA INC COM NEW|RGA|0.225%|
|GILEAD SCIENCES INC COM|GILD|0.224%|
|STRYKER CORPORATION COM|SYK|0.224%|
|CSX CORP COM|CSX|0.219%|
|ACCENTURE PLC|ACN|0.218%|
|WOODWARD INC COM|WWD|0.218%|
|ROSS STORES INC|ROST|0.217%|
|DARDEN RESTAURANTS INC|DRI|0.212%|
|T-MOBILE US INC COM|TMUS|0.212%|
|TRANE TECHNOLOGIES PLC COM|TT|0.212%|
|STIFEL FINANCIAL CORP|SF|0.210%|
|VERIZON COMMUNICATIONS INC|VZ|0.210%|
|HONEYWELL INTERNATIONAL INC COM|HON|0.207%|
|DUKE ENERGY CORP NEW COM|DUK|0.201%|
|WEC ENERGY GROUP INC COM|WEC|0.202%|
|UBER TECHNOLOGIES INC COM|UBER|0.196%|
|ABBVIE INC COM|ABBV|0.195%|
|ADVANCED MICRO DEVICES INC|AMD|0.195%|
|FISERV INC COM STK|FI|0.195%|
|QIAGEN NV ORD|QGEN|0.191%|
|ENTEGRIS INC|ENTG|0.189%|
|ULTA BEAUTY INC COM|ULTA|0.189%|
|ADOBE INC COM|ADBE|0.188%|
|AFLAC INC COM|AFL|0.188%|
|KEYSIGHT TECHNOLOGIES INC COM|KEYS|0.186%|
|WABTEC COM|WAB|0.186%|
|AMGEN INC|AMGN|0.181%|
|LOWES COMPANIES INC COM|LOW|0.180%|
|QUALCOMM INC|QCOM|0.180%|
|IQVIA HLDGS INC COM|IQV|0.179%|
|BROADRIDGE FINANCIAL SOLUTION INC COM|BR|0.177%|
|KIMBERLY-CLARK CORP COM|KMB|0.177%|
|RENAISSANCERE HLDGS LTD COM|RNR|0.177%|
|ANALOG DEVICES INC COM|ADI|0.173%|
|CENCORA INC COM|COR|0.170%|
|APPLOVIN CORP COM CL A|APP|0.170%|
|COMCAST CORP|CMCSA|0.170%|
|LABCORP HOLDINGS INC COM|LH|0.170%|
|SKYWORKS SOLUTIONS INC|SWKS|0.169%|
|CITIGROUP INC|C|0.165%|
|RTX CORPORATION COM|RTX|0.165%|
|BXP INC COM|BXP|0.164%|
|CHUBB LIMITED COM NPV|CB|0.164%|
|CONSOLIDATED EDISON INC COM|ED|0.162%|
|HOULIHAN LOKEY INC CL A|HLI|0.160%|
|CUMMINS INC|CMI|0.159%|
|COGNIZANT TECHNOLOGY SOLUTIONS CORP COM|CTSH|0.158%|
|BLACKSTONE INC|BX|0.157%|
|PAYPAL HLDGS INC COM|PYPL|0.156%|
|SIMON PROPERTY GROUP INC|SPG|0.156%|
|AMERICAN EXPRESS CO COM|AXP|0.155%|
|ARROW ELECTRONICS INC COM|ARW|0.155%|
|HEXCEL CORP|HXL|0.155%|
|CONOCOPHILLIPS COM|COP|0.153%|
|GENERAL MILLS INC COM|GIS|0.151%|
|DISNEY WALT CO COM|DIS|0.151%|
|TEXAS INSTRUMENTS INC COM|TXN|0.151%|
|WINTRUST FINANCIAL CORP|WTFC|0.151%|
|EAST WEST BANCORP INC|EWBC|0.147%|
|AT&T INC COM|T|0.143%|
|GENERAL DYNAMICS CORP COM|GD|0.142%|
|IRON MTN INC DEL COM|IRM|0.141%|
|DOORDASH INC CL A|DASH|0.140%|
|MICRON TECHNOLOGY INC|MU|0.140%|
|WELLTOWER INC COM|WELL|0.137%|
|GATX CORP COM STK|GATX|0.137%|
|AKAMAI TECHNOLOGIES COM|AKAM|0.136%|
|CAPITAL ONE FINANCIAL CORP COM|COF|0.138%|
|COTERRA ENERGY INC COM|CTRA|0.134%|
|THE CIGNA GROUP COM|CI|0.134%|
|ARISTA NETWORKS INC COM|ANET|0.133%|
|SBA COMMUNICATIONS CORP NEW CL A|SBAC|0.133%|
|TRAVELERS COMPANIES INC COM|TRV|0.130%|
|HILTON WORLDWIDE HLDGS INC|HLT|0.129%|
|PEPSICO INC|PEP|0.128%|
|BRISTOL-MYERS SQUIBB CO COM|BMY|0.127%|
|CENTENE CORP|CNC|0.127%|
|SYNOPSYS INC|SNPS|0.124%|
|TERADYNE INC COM|TER|0.124%|
|PACCAR INC COM|PCAR|0.123%|
|BOSTON SCIENTIFIC CORP|BSX|0.122%|
|KROGER CO COM|KR|0.122%|
|PFIZER INC|PFE|0.122%|
|EASTMAN CHEM CO COM|EMN|0.121%|
|EBAY INC. COM|EBAY|0.121%|
|PULTE GROUP INC COM|PHM|0.120%|
|YUM! BRANDS INC|YUM|0.120%|
|PROLOGIS INC. COM|PLD|0.119%|
|PUBLIC STORAGE OPER CO COM|PSA|0.119%|
|BIO RAD LABORATORIES INC|BIO|0.117%|
|SENSATA TECHNOLOGIES HOLDING PLC COM|ST|0.117%|
|SYSCO CORP|SYY|0.116%|
|GENERAL MTRS CO COM|GM|0.112%|
|UNION PAC CORP COM|UNP|0.112%|
|CLOUDFLARE INC CL A COM|NET|0.111%|
|STARBUCKS CORP COM|SBUX|0.111%|
|GLOBAL PAYMENTS INC|GPN|0.110%|
|LAM RESEARCH CORP COM NEW|LRCX|0.110%|
|COCA-COLA CO|KO|0.109%|
|AMERICOLD REALTY TRUST INC COM|COLD|0.106%|
|JACOBS SOLUTIONS INC COM|J|0.106%|
|PNC FINANCIAL SERVICES GROUP COM|PNC|0.106%|
|BOEING CO|BA|0.102%|
|GODADDY INC CL A|GDDY|0.102%|
|AMEREN CORP COM|AEE|0.101%|
|ZOETIS INC|ZTS|0.101%|
|DIGITAL REALTY TRUST INC|DLR|0.099%|
|NEWMONT CORP COM|NEM|0.099%|
|PALO ALTO NETWORKS INC COM|PANW|0.099%|
|SOUTHERN CO|SO|0.097%|
|DUPONT DE NEMOURS INC COM|DD|0.094%|
|VISTRA CORP COM|VST|0.094%|
|EXELON CORP COM NPV|EXC|0.091%|
|FREEPORT-MCMORAN INC COM|FCX|0.091%|
|ROBINHOOD MKTS INC COM CL A|HOOD|0.091%|
|BANK OF NEW YORK MELLON CORP COM|BK|0.088%|
|VALERO ENERGY CORP COM|VLO|0.087%|
|KKR & CO INC COM|KKR|0.086%|
|NEXTERA ENERGY INC COM|NEE|0.084%|
|TYSON FOODS INC|TSN|0.082%|
|UNITED PARCEL SERVICE INC CL B|UPS|0.082%|
|LENNAR CORP COM CLASS A|LEN|0.081%|
|SEALED AIR CORP|SEE|0.080%|
|SS&C TECHNOLOGIES HLDGS INC COM|SSNC|0.080%|
|BLOCK INC CL A|XYZ|0.077%|
|ROBLOX CORP CL A|RBLX|0.077%|
|ALBEMARLE CORP COM|ALB|0.076%|
|3M CO|MMM|0.074%|
|INTEL CORP COM|INTC|0.073%|
|CHAMPIONX CORPORATION COM|CHX|0.072%|
|ALTRIA GROUP INC|MO|0.071%|
|DEVON ENERGY CORP NEW|DVN|0.070%|
|NIKE INC CLASS B COM|NKE|0.069%|
|EOG RESOURCES INC|EOG|0.068%|
|EQUITY RESIDENTIAL SBI|EQR|0.066%|
|EMERSON ELECTRIC CO|EMR|0.065%|
|TARGET CORP|TGT|0.064%|
|NUCOR CORP COM|NUE|0.063%|
|VERTIV HOLDINGS CO COM CL A|VRT|0.062%|
|CORTEVA INC COM|CTVA|0.054%|
|INTERNATIONAL PAPER CO COM|IP|0.053%|
|CARNIVAL CORP COM|CCL|0.052%|
|FORTINET INC COM|FTNT|0.051%|
|CHIPOTLE MEXICAN GRILL INC|CMG|0.050%|
|AMERICAN ELEC PWR CO INC COM|AEP|0.050%|
|MARVELL TECHNOLOGY INC COM|MRVL|0.050%|
|AMERICAN INTERNATIONAL GROUP INC|AIG|0.048%|
|THE TRADE DESK INC COM CL A|TTD|0.047%|
|DENTSPLY SIRONA INC COM|XRAY|0.046%|
|CVS HEALTH CORPORATION COM|CVS|0.045%|
|UNITED AIRLS HLDGS INC COM|UAL|0.039%|
|DELTA AIR LINES INC|DAL|0.036%|
|MURPHY OIL CORP COM|MUR|0.036%|
|HELMERICH & PAYNE INC COM|HP|0.034%|
|TRUIST FINL CORP COM|TFC|0.024%|
|KINDER MORGAN INC COM|KMI|0.021%|
# Mutual Funds & ETFs
|Fund Name|Symbol|% of Portfolio|
|:-|:-|:-|
|WCM FOCUSED INTL GROWTH FUND INSTL|WCMIX|9.650%|
|ISHARES TRUST CORE MSCI EAFE ETF|IEFA|6.764%|
|ARISTOTLE CORE INCOME FD I2|PLIDX|6.564%|
|TRIBUTARY SMALL COMPANY INSTL PLUS|FOSBX|5.029%|
|PIMCO INTL BD U.S. DOLLAR-HEDGED INST|PFORX|4.497%|
|GQG PARTNERS EMERG MARKETS EQ INSTL|GQGIX|2.982%|
|PUTNAM INTL CAPITAL OPPORTUNITIES CL Y|PIVYX|2.953%|
|INVESCO EXCH TRD SLF IDX FD TR INVSCO|BSCS BLSH 28|1.418%|
|INVESCO EXCH TRD SLF IDX FD TR BULSHS|BSCR 2027 CB|1.411%|
|INVESCO EXCH TRD SLF IDX FD TR BULSHS|BSCQ 2026 CB|1.408%|
|INVESCO EXCH TRD SLF IDX FD TR BULETSHS|BSCT 2029|1.371%|
|INVESCO EXCH TRD SLF IDX FD TR BULSHS|BSCP 2025 CB|1.363%|