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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
GBTC +84,907+$5,364
IBIT +80,825+$3,271
SKY +10,000+$850
TGT +2,870+$509
VTEB +9,800+$496
SCHP +7,950+$415
NVO +2,480+$318
QUAL +1,914+$315
VLO +1,653+$282
OMI +9,433+$261
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
UPS -3,375-$531
IUSV -4,361-$368
CCEP -5,432-$363
IUSG -2,781-$290
IYW -2,337-$287
BSV -2,813-$217
T -12,054-$202
SLV -9,224-$201
ENLC -16,142-$196
BIOL -13,770-$15
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAC +284,470+$13,631
DFUS +250,913+$21,455
DFAI +121,182+$5,698
VXUS +110,480+$8,792
DFSV +109,035+$3,651
SPAB +85,911+$2,143
SPTM +67,295+$4,706
AVUS +57,541+$5,830
AVDE +53,844+$3,794
EMXC +38,097+$2,259
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
IAU -146,932-$4,225
VWO -27,769-$1,001
PFE -25,963-$794
JNJ -15,502-$2,414
SCHA -10,081-$463
SCHX -7,608-$243
ITOT -4,819+$6,435
TIP -4,172-$450
VBR -3,999+$2,156
Zhang Financial LLC Info
Size ($ in 1000's)
At 03/31/2024: $1,349,764
At 12/31/2023: $1,164,223

Zhang Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zhang Financial LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Zhang Financial LLC
As of  03/31/2024, we find all stocks held by Zhang Financial LLC to be as follows, presented in the table below with each row detailing each Zhang Financial LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Zhang Financial LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Zhang Financial LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 488,885 -2,264 $127,061
     VTI488,885-2,264$127,061
VANGUARD S&P (VOO) 226,909 +24,205 $109,075
     VOO226,909+24,205$109,075
DIMENSIONAL US 1,640,761 +250,913 $93,491
     DFUS1,640,761+250,913$93,491
ISHARES CORE (ITOT) 689,437 -4,819 $79,492
     ITOT689,437-4,819$79,492
DIMENSIONAL US 1,954,195 +284,470 $62,437
     DFAC1,954,195+284,470$62,437
VANGUARD STAR FDS (VXUS) 1,020,460 +110,480 $61,534
     VXUS1,020,460+110,480$61,534
VANGUARD INTL EQUITY INDEX F (VT) 508,608 +25,996 $56,201
     VT508,608+25,996$56,201
VANGUARD SMALL (VBR) 241,496 -3,999 $46,338
     VBR241,496-3,999$46,338
DIMENSIONAL ETF TRUST (DFAI) 1,409,253 +121,182 $42,588
     DFAI1,409,253+121,182$42,588
APPLE INC 198,743 +14,272 $34,081
     AAPL198,743+14,272$34,081
VANGUARD HIGH (VYM) 241,829 +33,909 $29,259
     VYM241,829+33,909$29,259
STRYKER CORP 72,458 -2,843 $25,930
     SYK72,458-2,843$25,930
MICROSOFT CORP 57,308 +122 $24,111
     MSFT57,308+122$24,111
VANGUARD TOTAL (BND) 294,642 +7,472 $21,400
     BND294,642+7,472$21,400
ISHARES GOLD (IAU) 506,712 -146,932 $21,287
     IAU506,712-146,932$21,287
BNY MELLON 199,907 -36 $19,951
     BKLC199,907-36$19,951
ISHARES RUSSELL (IWN) 110,189 -2,519 $17,499
     IWN110,189-2,519$17,499
DIMENSIONAL US 411,193 +3,042 $15,025
     DFAU411,193+3,042$15,025
DIMENSIONAL US 485,602 +109,035 $14,617
     DFSV485,602+109,035$14,617
VANGUARD MID (VO) 52,237 +6,306 $13,052
     VO52,237+6,306$13,052
AVANTIS U S 143,143 +57,541 $12,811
     AVUS143,143+57,541$12,811
BERKSHIRE HATHAWAY      $12,110
     BRK.B24,272+40$10,207
     BRK.A3UNCH$1,903
ISHARES CORE (IVV) 21,052 +1,128 $11,068
     IVV21,052+1,128$11,068
AVANTIS INTL 163,368 +53,844 $10,413
     AVDE163,368+53,844$10,413
VANGUARD VALUE (VTV) 57,155 -1,995 $9,308
     VTV57,155-1,995$9,308
SCHWAB STRATEGIC TR 152,390 -1,475 $9,303
     SCHB152,390-1,475$9,303
VANGUARD INTL EQUITY INDEX F (VWO) 208,271 -27,769 $8,700
     VWO208,271-27,769$8,700
SPDR PORTFOLIO (SPTM) 135,559 +67,295 $8,696
     SPTM135,559+67,295$8,696
VANGUARD S&P (VOOV) 47,527 +24,935 $8,577
     VOOV47,527+24,935$8,577
AMAZON COM 43,375 +4,607 $7,824
     AMZN43,375+4,607$7,824
SCHWAB INTL 193,757 +5,150 $7,560
     SCHF193,757+5,150$7,560
SPDR S&P 500 ETF TR (SPY) 14,176 +644 $7,415
     SPY14,176+644$7,415
NVIDIA CORP 7,286 +650 $6,583
     NVDA7,286+650$6,583
ALPHABET INC 42,599 +3,111 $6,429
     GOOGL42,599+3,111$6,429
DIMENSIONAL ETF TRUST (DFAS) 98,190 +941 $6,121
     DFAS98,190+941$6,121
VANGUARD REAL (VNQ) 67,840 -650 $5,867
     VNQ67,840-650$5,867
ISHARES SHORT (SUB) 55,866 +1,058 $5,851
     SUB55,866+1,058$5,851
GRAYSCALE BITCOIN TR BTC 84,907 +84,907 $5,364
     GBTC84,907+84,907$5,364
VANGUARD TAX MANAGED INTL FD (VEA) 106,789 +8,385 $5,358
     VEA106,789+8,385$5,358
FACEBOOK INC 10,372 +3,304 $5,036
     META10,372+3,304$5,036
APPLIED INDUSTRIAL TECH 24,293 UNCH $4,799
     AIT24,293UNCH$4,799
WORLD GOLD 104,574 +4,218 $4,606
     GLDM104,574+4,218$4,606
ISHARES MSCI (EFV) 84,050 -1,657 $4,572
     EFV84,050-1,657$4,572
VANGUARD MEGA (MGC) 23,392 +4,336 $4,371
     MGC23,392+4,336$4,371
SPDR PORTFOLIO (SPAB) 166,365 +85,911 $4,206
     SPAB166,365+85,911$4,206
AMGEN INC 14,789 +1,309 $4,205
     AMGN14,789+1,309$4,205
ISHARES MSCI (EMXC) 68,968 +38,097 $3,970
     EMXC68,968+38,097$3,970
PROCTER & GAMBLE 24,223 +97 $3,930
     PG24,223+97$3,930
HF FOODS 1,110,712 UNCH $3,887
     HFFG1,110,712UNCH$3,887
ISHARES NATIONAL (MUB) 35,227 +2,093 $3,790
     MUB35,227+2,093$3,790
VANGUARD RUSSELL (VONE) 15,467 +2,351 $3,686
     VONE15,467+2,351$3,686
VANGUARD MEGA (MGK) 12,546 +1,034 $3,596
     MGK12,546+1,034$3,596
VANGUARD GROWTH (VUG) 10,106 -382 $3,478
     VUG10,106-382$3,478
ZOETIS INC 20,223 +17 $3,422
     ZTS20,223+17$3,422
VANGUARD MEGA (MGV) 28,399 +175 $3,394
     MGV28,399+175$3,394
PEPSICO INC 18,999 +195 $3,325
     PEP18,999+195$3,325
SPDR PORTFOLIO (SPTS) 113,832 +969 $3,292
     SPTS113,832+969$3,292
ISHARES BITCOIN TR (IBIT) 80,825 +80,825 $3,271
     IBIT80,825+80,825$3,271
ISHARES RUSSELL (IWV) 10,859 +3 $3,259
     IWV10,859+3$3,259
ISHARES CORE (IXUS) 46,978 +863 $3,188
     IXUS46,978+863$3,188
DIMENSIONAL US 76,907 +8,404 $3,146
     DFUV76,907+8,404$3,146
VANGUARD RUSSELL (VONG) 35,612 +19 $3,087
     VONG35,612+19$3,087
CATERPILLAR INC 8,019 +1,426 $2,938
     CAT8,019+1,426$2,938
BROADCOM INC 2,207 +168 $2,926
     AVGO2,207+168$2,926
ISHARES TIPS (TIP) 26,327 -4,172 $2,828
     TIP26,327-4,172$2,828
INTL BUSINESS 14,650 +2,833 $2,798
     IBM14,650+2,833$2,798
SPDR PORTFOLIO (SPMD) 50,205 +14,351 $2,678
     SPMD50,205+14,351$2,678
MICRON TECHNOLOGY INC 22,566 -374 $2,660
     MU22,566-374$2,660
BNY MELLON 34,530 +62 $2,611
     BKIE34,530+62$2,611
VANGUARD INFORMATION (VGT) 4,978 +1,126 $2,610
     VGT4,978+1,126$2,610
VANGUARD RUSSELL (VONV) 32,917 +3,477 $2,589
     VONV32,917+3,477$2,589
VANGUARD SPECIALIZED FUNDS (VIG) 14,028 +1,041 $2,562
     VIG14,028+1,041$2,562
HONEYWELL INTL 11,999 UNCH $2,463
     HON11,999UNCH$2,463
MCKESSON CORP 4,558 UNCH $2,447
     MCK4,558UNCH$2,447
MERCK & COMPANY 18,298 +706 $2,414
     MRK18,298+706$2,414
ISHARES SELECT (DVY) 19,217 UNCH $2,367
     DVY19,217UNCH$2,367
KLA CORP 3,300 +278 $2,305
     KLAC3,300+278$2,305
JPMORGAN CHASE 11,097 +362 $2,223
     JPM11,097+362$2,223
VANGUARD INTERNATIONAL (VYMI) 32,025 +4,041 $2,203
     VYMI32,025+4,041$2,203
VANGUARD SHORT (VCSH) 27,926 +5,910 $2,159
     VCSH27,926+5,910$2,159
FORD MOTOR 158,465 -490 $2,104
     F158,465-490$2,104
ALPHABET INC 13,656 +3,664 $2,079
     GOOG13,656+3,664$2,079
ABBVIE INC 11,412 +2,136 $2,078
     ABBV11,412+2,136$2,078
SCHWAB US 25,298 +160 $2,060
     SCHM25,298+160$2,060
INVESCO QQQ 4,635 +263 $2,058
     QQQ4,635+263$2,058
SCHWAB US 32,870 -7,608 $2,040
     SCHX32,870-7,608$2,040
APOLLO GLOBAL 17,724 +97 $1,993
     APO17,724+97$1,993
LOWES COMPANIES 7,503 -88 $1,911
     LOW7,503-88$1,911
CISCO SYSTEMS 36,714 +6,469 $1,832
     CSCO36,714+6,469$1,832
KADANT INC 5,516 UNCH $1,810
     KAI5,516UNCH$1,810
ISHARES U S (ITB) 15,450 UNCH $1,789
     ITB15,450UNCH$1,789
DIMENSIONAL EMERGING 70,976 +34 $1,755
     DFAE70,976+34$1,755
VANGUARD EXTENDED (VXF) 9,996 +167 $1,752
     VXF9,996+167$1,752
ISHARES CORE (IJR) 15,599 -147 $1,724
     IJR15,599-147$1,724
BNY MELLON 40,908 -2,594 $1,713
     BKAG40,908-2,594$1,713
ADOBE INC 3,377 +1,090 $1,704
     ADBE3,377+1,090$1,704
JOHNSON & JOHNSON 10,695 -15,502 $1,692
     JNJ10,695-15,502$1,692
AMERICAN EXPRESS 7,233 +1,854 $1,647
     AXP7,233+1,854$1,647
HOME DEPOT 4,287 +173 $1,644
     HD4,287+173$1,644
ISHARES CORE (AGG) 16,773 +3,661 $1,643
     AGG16,773+3,661$1,643
VERTEX PHARMACEUTICALS 3,775 +470 $1,578
     VRTX3,775+470$1,578
VANGUARD FTSE (VSS) 13,295 -2,594 $1,553
     VSS13,295-2,594$1,553
VISA INC 5,458 +471 $1,523
     V5,458+471$1,523
ELI LILLY 1,910 +238 $1,486
     LLY1,910+238$1,486
EXXON MOBIL 12,779 +2,407 $1,485
     XOM12,779+2,407$1,485
BOOKING HOLDINGS 402 +54 $1,459
     BKNG402+54$1,459
LCI INDS 11,844 UNCH $1,458
     LCII11,844UNCH$1,458
EATON CORP 4,640 +197 $1,451
     ETN4,640+197$1,451
GOLDMAN SACHS 3,459 +1,084 $1,445
     GS3,459+1,084$1,445
BLACKSTONE INC 10,814 -354 $1,421
     BX10,814-354$1,421
VANGUARD S&P (VOOG) 4,552 UNCH $1,387
     VOOG4,552UNCH$1,387
ISHARES CORE (IJH) 22,227 +17,681 $1,350
     IJH22,227+17,681$1,350
DIMENSIONAL US 24,503 -897 $1,334
     DFAT24,503-897$1,334
ISHARES S&P (IJS) 12,890 -303 $1,325
     IJS12,890-303$1,325
BLACKROCK ULTRA 25,756 +8,942 $1,302
     ICSH25,756+8,942$1,302
BNY MELLON 13,076 UNCH $1,296
     BKMC13,076UNCH$1,296
SECTOR TECHNOLOGY 6,214 UNCH $1,294
     XLK6,214UNCH$1,294
MARATHON PETROLEUM 6,328 +2,291 $1,275
     MPC6,328+2,291$1,275
VANGUARD SMALL (VB) 5,562 +183 $1,271
     VB5,562+183$1,271
PFIZER INC 45,572 -25,963 $1,265
     PFE45,572-25,963$1,265
LINDE PLC 2,717 +162 $1,262
     LIN2,717+162$1,262
APPLIED MATERIALS 6,045 +508 $1,247
     AMAT6,045+508$1,247
DIMENSIONAL WORLD 48,902 -429 $1,244
     DFAX48,902-429$1,244
SPDR S&P (MDY) 2,224 UNCH $1,237
     MDY2,224UNCH$1,237
DOW INC 21,322 -15 $1,235
     DOW21,322-15$1,235
SPDR SERIES (XHB) 11,030 UNCH $1,231
     XHB11,030UNCH$1,231
KELLOGG CO 21,318 +176 $1,221
     K21,318+176$1,221
AMERIPRISE FINANCIAL 2,679 +955 $1,174
     AMP2,679+955$1,174
ISHARES MSCI (EFA) 14,577 -1,360 $1,164
     EFA14,577-1,360$1,164
COMCAST CORP 26,570 +2,152 $1,152
     CMCSA26,570+2,152$1,152
MONDELEZ INTERNATIONAL 16,427 UNCH $1,150
     MDLZ16,427UNCH$1,150
AUTODESK INC 4,365 +1,668 $1,137
     ADSK4,365+1,668$1,137
GILEAD SCIENCES 15,211 +1,807 $1,114
     GILD15,211+1,807$1,114
VANGUARD S&P (IVOO) 10,727 +3,319 $1,105
     IVOO10,727+3,319$1,105
PHILIP MORRIS 11,828 -100 $1,084
     PM11,828-100$1,084
VANGUARD MID (VOE) 6,861 +11 $1,070
     VOE6,861+11$1,070
SPDR PORTFOLIO (SPIB) 32,577 UNCH $1,065
     SPIB32,577UNCH$1,065
UBS GROUP 34,337 +11,255 $1,055
     UBS34,337+11,255$1,055
MERCADOLIBRE INC 694 +362 $1,049
     MELI694+362$1,049
NUCOR CORP 5,185 UNCH $1,026
     NUE5,185UNCH$1,026
TESLA INC 5,773 -940 $1,015
     TSLA5,773-940$1,015
KKR & CO 9,904 -761 $996
     KKR9,904-761$996
SPDR PORTFOLIO (SPDW) 27,422 +4,331 $983
     SPDW27,422+4,331$983
ISHARES RUSSELL (IWF) 2,901 UNCH $978
     IWF2,901UNCH$978
NXP SEMICONDUCTORS 3,943 +1,411 $977
     NXPI3,943+1,411$977
AVANTIS U S 10,420 +2,443 $976
     AVUV10,420+2,443$976
SALESFORCE.COM INC 3,213 +1,807 $968
     CRM3,213+1,807$968
VANGUARD FTSE (VEU) 16,341 -705 $958
     VEU16,341-705$958
DIMENSIONAL US 31,252 +1,008 $937
     DFLV31,252+1,008$937
SPDR DOW (DIA) 2,303 UNCH $916
     DIA2,303UNCH$916
QUALCOMM INC 5,264 +96 $891
     QCOM5,264+96$891
ISHARES 1 3YR (SHY) 10,813 +31 $884
     SHY10,813+31$884
ORACLE CORP 6,922 -2,970 $869
     ORCL6,922-2,970$869
SCHWAB AGGREGATE 18,503 -719 $851
     SCHZ18,503-719$851
SKYLINE CHAMPION CORPORATION 10,000 +10,000 $850
     SKY10,000+10,000$850
MCDONALDS CORP 2,948 +1 $831
     MCD2,948+1$831
ISHARES S&P (IVE) 4,411 -22 $824
     IVE4,411-22$824
ALTRIA GROUP 18,395 +100 $802
     MO18,395+100$802
VANGUARD INTERMEDIATE (BIV) 10,535 -174 $794
     BIV10,535-174$794
DOLLAR GENL 5,033 +28 $785
     DG5,033+28$785
BALCHEM CORP 5,000 UNCH $775
     BCPC5,000UNCH$775
MASTERCARD INC 1,587 +107 $764
     MA1,587+107$764
VANGUARD LARGE (VV) 3,135 UNCH $752
     VV3,135UNCH$752
COSTCO WHOLESALE 1,010 +37 $740
     COST1,010+37$740
BLACKROCK INC 883 +171 $736
     BLK883+171$736
DEERE & CO 1,681 +244 $690
     DE1,681+244$690
SPDR PORTFOLIO (SPSB) 23,189 UNCH $690
     SPSB23,189UNCH$690
DIMENSIONAL INTL 18,018 +32 $662
     DFIV18,018+32$662
COCA COLA COMPANY 10,823 UNCH $662
     KO10,823UNCH$662
VANGUARD INTERMEDIATE (VGIT) 10,709 UNCH $627
     VGIT10,709UNCH$627
PRUDENTIAL FINANCIAL 5,257 UNCH $617
     PRU5,257UNCH$617
CARLYLE GROUP 12,928 -1,314 $606
     CG12,928-1,314$606
FORTINET INC 8,431 +401 $576
     FTNT8,431+401$576
CVS HEALTH 7,210 -407 $575
     CVS7,210-407$575
ILLINOIS TOOL 2,139 +70 $574
     ITW2,139+70$574
WALMART INC 9,479 +6,249 $570
     WMT9,479+6,249$570
CORTEVA INC 9,865 UNCH $569
     CTVA9,865UNCH$569
SHERWIN WILLIAMS 1,628 -7 $565
     SHW1,628-7$565
DUPONT DE 7,327 UNCH $562
     DD7,327UNCH$562
CHEVRON CORP 3,456 +15 $545
     CVX3,456+15$545
APOGEE ENTERPRISES 9,143 +143 $541
     APOG9,143+143$541
SHOPIFY INC 6,971 UNCH $538
     SHOP6,971UNCH$538
ISHARES RUSSELL (IWB) 1,856 UNCH $535
     IWB1,856UNCH$535
HERSHEY COMPANY 2,683 +176 $522
     HSY2,683+176$522
KIMBERLY CLARK 3,992 -20 $516
     KMB3,992-20$516
VANGUARD HEALTH (VHT) 1,906 +2 $515
     VHT1,906+2$515
TARGET CORP 2,870 +2,870 $509
     TGT2,870+2,870$509
AMERICAN CENTURY 9,623 +1,608 $504
     AVSC9,623+1,608$504
SCHWAB US 6,538 -3,059 $497
     SCHV6,538-3,059$497
VANGUARD MUNICIPAL (VTEB) 9,800 +9,800 $496
     VTEB9,800+9,800$496
VANGUARD INDUSTRIALS (VIS) 1,990 UNCH $486
     VIS1,990UNCH$486
SECTOR FINANCIAL 11,540 -496 $486
     XLF11,540-496$486
AIRBNB INC 2,921 +237 $482
     ABNB2,921+237$482
GENERAL MILLS 6,569 +52 $460
     GIS6,569+52$460
ISHARES RUSS (IWS) 3,645 UNCH $457
     IWS3,645UNCH$457
INVESCO NASDAQ 2,474 +2 $452
     QQQM2,474+2$452
QORVO INC 3,852 UNCH $442
     QRVO3,852UNCH$442
ISHARES RUSSELL (IWR) 5,247 +5 $441
     IWR5,247+5$441
DANAHER CORP 1,750 +138 $437
     DHR1,750+138$437
INVESCO S&P 2,527 -95 $428
     RSP2,527-95$428
FIRST SOLAR 2,500 -2,500 $422
     FSLR2,500-2,500$422
SCHWAB US 7,950 +7,950 $415
     SCHP7,950+7,950$415
ALLSTATE CORP 2,305 -12 $399
     ALL2,305-12$399
METLIFE INC 5,222 UNCH $387
     MET5,222UNCH$387
ABBOTT LABORATORIES 3,400 -7 $386
     ABT3,400-7$386
ISHARES RUSSELL (IWD) 2,138 +1 $383
     IWD2,138+1$383
INVESCO S&P 10,680 UNCH $376
     RSPT10,680UNCH$376
TEVA PHARMACEUTICAL 26,000 UNCH $367
     TEVA26,000UNCH$367
VANGUARD INTERMEDIATE (VCIT) 4,537 UNCH $365
     VCIT4,537UNCH$365
LAM RESEARCH CORPORATION 372 +7 $361
     LRCX372+7$361
SOUTHERN COMPANY 4,991 +50 $358
     SO4,991+50$358
STARBUCKS CORP 3,772 UNCH $345
     SBUX3,772UNCH$345
ISHARES S&P (IVW) 4,038 -20 $341
     IVW4,038-20$341
SCHWAB US 6,739 -10,081 $332
     SCHA6,739-10,081$332
PAYCHEX INC 2,673 UNCH $328
     PAYX2,673UNCH$328
BANK AMERICA 8,542 +7 $324
     BAC8,542+7$324
NOVO NORDISK 2,480 +2,480 $318
     NVO2,480+2,480$318
ISHARES S&P (IJJ) 2,683 +430 $317
     IJJ2,683+430$317
ISHARES MSCI (QUAL) 1,914 +1,914 $315
     QUAL1,914+1,914$315
WORTHINGTON INDUSTRIES 5,000 UNCH $311
     WOR5,000UNCH$311
VANGUARD ESG (ESGV) 3,287 UNCH $306
     ESGV3,287UNCH$306
ISHARES CORE (DGRO) 5,254 +297 $305
     DGRO5,254+297$305
VANGUARD MID (VOT) 1,266 +1 $298
     VOT1,266+1$298
UNITEDHEALTH GROUP 590 +127 $292
     UNH590+127$292
SCHWAB EMERGING 11,458 -902 $289
     SCHE11,458-902$289
BOEING CO 1,494 -96 $288
     BA1,494-96$288
FIRST MERCHANTS 8,258 UNCH $288
     FRME8,258UNCH$288
MORGAN STANLEY 3,030 +5 $285
     MS3,030+5$285
STEELCASE INC 21,531 UNCH $282
     SCS21,531UNCH$282
VALERO ENERGY 1,653 +1,653 $282
     VLO1,653+1,653$282
INVESCO EXCHANGE (SPLV) 4,227 UNCH $278
     SPLV4,227UNCH$278
NEXTERA ENERGY 4,330 +22 $277
     NEE4,330+22$277
DOXIMITY INC 10,000 UNCH $269
     DOCS10,000UNCH$269
SPDR GOLD (GLD) 1,295 -795 $266
     GLD1,295-795$266
SHYFT GROUP 21,381 UNCH $266
     SHYF21,381UNCH$266
CUMMINS INC 895 UNCH $264
     CMI895UNCH$264
MATERION CORP 2,000 UNCH $264
     MTRN2,000UNCH$264
OWENS & MINOR INC NEW 9,433 +9,433 $261
     OMI9,433+9,433$261
O REILLY AUTOMOTIVE 226 +226 $255
     ORLY226+226$255
STATE STREET 3,247 UNCH $251
     STT3,247UNCH$251
ETF SER SOLUTIONS (HOMZ) 5,489 UNCH $247
     HOMZ5,489UNCH$247
SANOFI 5,000 UNCH $243
     SNY5,000UNCH$243
WALT DISNEY 1,966 +1,966 $241
     DIS1,966+1,966$241
INTEL CORP 5,391 +306 $238
     INTC5,391+306$238
QUEST DIAGNOSTICS 1,733 UNCH $231
     DGX1,733UNCH$231
SPDR SERIES (EFIV) 4,544 +4,544 $230
     EFIV4,544+4,544$230
NORFOLK SOUTHERN 900 -4 $230
     NSC900-4$230
VANECK VECTORS 1,014 +1,014 $228
     SMH1,014+1,014$228
THERMO FISHER 387 +387 $225
     TMO387+387$225
AVERY DENNISON CORP 1,005 UNCH $224
     AVY1,005UNCH$224
PALO ALTO 790 +790 $224
     PANW790+790$224
MURPHY USA 529 +529 $222
     MUSA529+529$222
VANGUARD ESG (VSGX) 3,835 UNCH $220
     VSGX3,835UNCH$220
INVESCO S&P 6,900 UNCH $219
     RSPH6,900UNCH$219
RAYTHEON TECHNOLOGIES 2,243 +2,243 $219
     RTX2,243+2,243$219
BNY MELLON 3,773 -574 $217
     BKEM3,773-574$217
TYSON FOODS 3,700 +3,700 $217
     TSN3,700+3,700$217
VANGUARD FTSE (VPL) 2,845 +11 $216
     VPL2,845+11$216
TJX COS 2,098 +2,098 $213
     TJX2,098+2,098$213
BRISTOL MYERS 3,884 -150 $211
     BMY3,884-150$211
GRAINGER W W 203 +203 $207
     GWW203+203$207
POLARIS INC 2,000 +2,000 $200
     PII2,000+2,000$200
VIATRIS INC 15,432 -620 $184
     VTRS15,432-620$184
CALAMOS CONVERTIBLE 11,845 UNCH $140
     CHY11,845UNCH$140
TIZIANA LIFE 52,060 +0 $24
     TLSA52,060UNCH$24
BIOLASE INC $0 (exited)
     BIOL0-13,770$0
VANGUARD SHORT $0 (exited)
     BSV0-2,813$0
COCA COLA EUROPACIFIC $0 (exited)
     CCEP0-5,432$0
ENLINK MIDSTREAM $0 (exited)
     ENLC0-16,142$0
ISHARES S&P $0 (exited)
     IUSG0-2,781$0
ISHARES CORE $0 (exited)
     IUSV0-4,361$0
ISHARES TECHNOLOGY $0 (exited)
     IYW0-2,337$0
ISHARES SILVER $0 (exited)
     SLV0-9,224$0
AT&T INC $0 (exited)
     T0-12,054$0
UNITED PARCEL 0 -3,375 $0 (exited)
     UPS0-3,375$0

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