PGIM CUSTOM HARVEST LLC
Adviser information for PGIM CUSTOM HARVEST LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 60 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 15 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 2,850 | $3.6B |
Non-Discretionary | 0 | $0 |
Total | 2,850 | $3.6B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 2,666 | $3.4B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 184 | $181.8M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 3.6B |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
---|---|
SEPARATE ACCOUNT NETWORK PROGRAM | FIDELITY BROKERAGE SERVICES LLC |
MANAGED ACCOUNT MARKETPLACE | CHARLES SCHWAB & CO., INC. |
MAC RESEARCHED | UBS FINANCIAL SERVICES INC. |
OPPORTUNITY PROGRAM | STIFEL, NICOLAUS & COMPANY, INCORPORATED |
CONNECT PROGRAM | STIFEL, NICOLAUS & COMPANY, INCORPORATED |
ENVESTNET - FIDELITY | ENVESTNET PMC |
MANAGER SELECT | LPL FINANCIAL LLC |
MANAGED ACCOUNT SERVICE (MAS) | MANAGED ACCOUNT ADVISORS LLC |
ENVESTNET (TD AMERITRADE) & ENVSCH - ENVESTNET (SCHWAB) | ENVESTNET PMC |
UBS ACCESS | UBS FINANCIAL SERVICES INC. |
CONSULTING EVALUATION SERVICES (CES) | MORGAN STANLEY |
OPPENHEIMER UMA - NO PROGRAM | OPPENHEIMER ASSET MANAGEMENT |
PERSHING HIGHTOWER & NO PROGRAM - PERSHING BROKERAGE | PERSHING LLC |
PAS | PERSHING LLC |
MORGAN STANLEY UMA & MS SELECT UMA | MORGAN STANLEY |
Principal Office
655 BROAD STREETNEWARK
NJ
United States
Monday - Friday, 9:00 AM - 5:00 PM (ET)
Tel: 888-778-5471, Fax: None
Chief Compliance Officer
ANDREW (DREW) DONOHUE
CHIEF COMPLIANCE OFFICER
655 BROAD STREET
NEWARK
NJ
United States
Tel:
973-802-9908
D***********@*************M
(Full email address available in API data)
Regulatory Contact
CLAUDIA DIGIACOMO
CHIEF LEGAL OFFICER
655 BROAD STREET
NEWARK
NJ
United States
Tel:
973-802-5032
C****************@*************M
(Full email address available in API data)
Industry Affiliates
PGIM DC SOLUTIONS | Other investment adviser, including financial planners |
PGIM INVESTMENTS LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
PGIM PORTFOLIO ADVISORY | Other investment adviser, including financial planners |
PGIM PRIVATE PLACEMENT INVESTORS, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
PGIM QUANTITATIVE SOLUTIONS | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
PGIM REAL ESTATE ADVISORS LLC | Other investment adviser, including financial planners |
PGIM, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
PRUCO LIFE INSURANCE COMPANY | Insurance company or agency |
PRUCO LIFE INSURANCE COMPANY OF NEW JERSEY | Insurance company or agency |
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
PRUDENTIAL FINANCIAL PLANNING SERVICES | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial planners |
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
PRUDENTIAL TRUST COMPANY | Commodity pool operator or commodity trading advisorTrust company |
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | Other investment adviser, including financial plannersInsurance company or agency |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
PIFM HOLDCO, LLC | Domestic Entity | – | SOLE MEMBER | 12/2021 | > 75% |
HOLDERITH, ROBERT, COOMBER | Individual | – | VICE PRESIDENT | 12/2021 | < 5% |
SAUBER, JOEL, ROGER | Individual | – | EXECUTIVE VICE PRESIDENT | 12/2021 | < 5% |
PARKER, STUART, SHERMAN | Individual | – | OFFICER-IN-CHARGE, CHIEF EXECUTIVE OFFICER, PRESIDENT | 12/2021 | < 5% |
DIGIACOMO, CLAUDIA | Individual | – | CHIEF LEGAL OFFICER, EXECUTIVE VICE PRESIDENT, SECRETARY | 12/2021 | < 5% |
PGIM HOLDING COMPANY LLC | Domestic Entity | PIFM HOLDCO, LLC | PARENT OF SOLE MEMBER | 04/2006 | > 75% |
PRUDENTIAL FINANCIAL, INC. | Domestic Entity | PGIM HOLDING COMPANY LLC | OWNER | 04/2006 | > 75% |
DONOHUE, ANDREW, JOHN | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |
HANES, LISA, MARIE | Individual | – | CHIEF OPERATING OFFICER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 211K | 2K | 30 |
ABBVIE INC | COM | 818K | 5K | 30 |
ADOBE INC | COM | 382K | 688 | 30 |
ADVANCED MICRO DEVICES INC | COM | 211K | 1K | 30 |
ALLSTATE CORP | COM | 216K | 1K | 30 |
ALPHABET INC | CAP STK CL C | 1M | 8K | 30 |
ALPHABET INC | CAP STK CL A | 2M | 12K | 30 |
AMAZON COM INC | COM | 3M | 18K | 30 |
AMERICAN EXPRESS CO | COM | 997K | 4K | 30 |
AMERIPRISE FINL INC | COM | 518K | 1K | 30 |
APPLE INC | COM | 21M | 101K | 30 |
APPLIED MATLS INC | COM | 283K | 1K | 30 |
AUTOMATIC DATA PROCESSING IN | COM | 269K | 1K | 30 |
BP PLC | SPONSORED ADR | 231K | 6K | 30 |
BACKBLAZE INC | COM CL A | 68K | 11K | 30 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 6K | 30 |
BLACKROCK INC | COM | 201K | 255 | 30 |
BLACKSTONE INC | COM | 835K | 7K | 30 |
BROADCOM INC | COM | 920K | 573 | 30 |
CADENCE DESIGN SYSTEM INC | COM | 241K | 784 | 30 |
CAMECO CORP | COM | 226K | 5K | 30 |
CHEVRON CORP NEW | COM | 834K | 5K | 30 |
CISCO SYS INC | COM | 576K | 12K | 30 |
COCA COLA CO | COM | 263K | 4K | 30 |
COSTCO WHSL CORP NEW | COM | 4M | 5K | 30 |
DBX ETF TR | XTRACK MUN INFR | 740K | 29K | 30 |
DANAHER CORPORATION | COM | 283K | 1K | 30 |
DECKERS OUTDOOR CORP | COM | 245K | 253 | 30 |
DIMENSIONAL ETF TRUST | US CORE EQUITY | 322K | 10K | 30 |
DISNEY WALT CO | COM | 224K | 2K | 30 |
EXXON MOBIL CORP | COM | 1M | 12K | 30 |
META PLATFORMS INC | CL A | 945K | 2K | 30 |
FAIR ISAAC CORP | COM | 454K | 305 | 30 |
FIDELITY COVINGTON TRUST | MSCI CONSM DIS | 317K | 4K | 30 |
FIDELITY COVINGTON TRUST | CONSMR STAPLES | 433K | 9K | 30 |
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 776K | 13K | 30 |
FIDELITY COVINGTON TRUST | MSCI INFO TECH | 3M | 15K | 30 |
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 481K | 2K | 30 |
FIRST TR EXCHANGE TRADED FD | CONSUMR STAPLE | 2M | 32K | 30 |
FIRST TR EXCHANGE TRADED FD | ENERGY ALPHADX | 213K | 12K | 30 |
FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 19M | 180K | 30 |
FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 264K | 4K | 30 |
FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 447K | 7K | 30 |
FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 721K | 5K | 30 |
FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 8M | 245K | 30 |
FIRST TR EXCH TRD ALPHDX FD | UNIT KING ALPH | 2M | 40K | 30 |
FIRST TR EXCH TRD ALPHDX FD | SWITZLND ALPHA | 740K | 11K | 30 |
FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | 833K | 27K | 30 |
FISERV INC | COM | 1M | 9K | 30 |
FRANKLIN TEMPLETON ETF TR | FTSE LATN AMRC | 218K | 11K | 30 |
FRANKLIN TEMPLETON ETF TR | FRANKLIN ASIA | 4M | 157K | 30 |
FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 5M | 207K | 30 |
FRANKLIN TEMPLETON ETF TR | FRANKLN SWZLND | 6M | 182K | 30 |
FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | 1M | 47K | 30 |
FRANKLIN TEMPLETON ETF TR | FTSE CANADA | 2M | 48K | 30 |
FRANKLIN TEMPLETON ETF TR | FTSE BRAZIL | 896K | 54K | 30 |
FRANKLIN TEMPLETON ETF TR | FTSE AUSTRALIA | 546K | 19K | 30 |
FREEPORT-MCMORAN INC | CL B | 228K | 5K | 30 |
HESS MIDSTREAM LP | CL A SHS | 219K | 6K | 30 |
HOME DEPOT INC | COM | 934K | 3K | 30 |
HUNTINGTON BANCSHARES INC | COM | 135K | 10K | 30 |
INVESCO QQQ TR | UNIT SER 1 | 18M | 38K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 476K | 7K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 29M | 799K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | 515K | 16K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 3M | 57K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 4M | 149K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 4M | 63K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 1M | 16K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 1M | 37K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL DIS | 1M | 23K | 30 |
INVESCO EXCHANGE TRADED FD T | S&P 500A EQL | 3M | 87K | 30 |
INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 290K | 12K | 30 |
INVESCO EXCH TRADED FD TR II | KBW BK ETF | 3M | 57K | 30 |
ISHARES INC | MSCI AUST ETF | 4M | 160K | 30 |
ISHARES INC | MSCI BRAZIL ETF | 1M | 48K | 30 |
ISHARES INC | MSCI EM ASIA ET | 12M | 167K | 30 |
ISHARES INC | MSCI CDA ETF | 5M | 133K | 30 |
ISHARES INC | MSCI EURZONE ET | 15M | 310K | 30 |
ISHARES INC | MSCI PAC JP ETF | 415K | 10K | 30 |
ISHARES INC | MSCI SWITZERLAN | 4M | 78K | 30 |
ISHARES TR | CORE S&P500 ETF | 3M | 5K | 30 |
ISHARES TR | GBL COMM SVC ET | 20M | 228K | 30 |
ISHARES TR | GLOBAL TECH ETF | 66M | 797K | 30 |
ISHARES TR | S&P 500 GRWT ET | 2M | 24K | 30 |
ISHARES TR | GLOBAL ENERG ET | 2M | 59K | 30 |
ISHARES TR | LATN AMER 40 ET | 936K | 38K | 30 |
ISHARES TR | S&P 500 VAL ETF | 2M | 13K | 30 |
ISHARES TR | RUS MDCP VAL ET | 1M | 9K | 30 |
ISHARES TR | RUS MD CP GR ET | 1M | 11K | 30 |
ISHARES TR | RUS MID CAP ETF | 279K | 3K | 30 |
ISHARES TR | CORE S&P MCP ET | 1M | 21K | 30 |
ISHARES TR | EXPND TEC SC ET | 369K | 4K | 30 |
ISHARES TR | ISHARES BIOTECH | 234K | 2K | 30 |
ISHARES TR | US CONSUM DISCR | 58M | 708K | 30 |
ISHARES TR | RUS 1000 VAL ET | 369K | 2K | 30 |
ISHARES TR | S&P MC 400GR ET | 483K | 5K | 30 |
ISHARES TR | RUS 1000 GRW ET | 1M | 3K | 30 |
ISHARES TR | RUS 2000 GRW ET | 208K | 792 | 30 |
ISHARES TR | RUSSELL 2000 ET | 476K | 2K | 30 |
ISHARES TR | CORE S&P US VLU | 209K | 2K | 30 |
ISHARES TR | U.S. UTILITS ET | 39M | 447K | 30 |
ISHARES TR | S&P MC 400VL ET | 376K | 3K | 30 |
ISHARES TR | US TELECOM ETF | 2M | 90K | 30 |
ISHARES TR | U.S. TECH ETF | 693M | 5M | 30 |
ISHARES TR | U.S. REAL ES ET | 34M | 392K | 30 |
ISHARES TR | US INDUSTRIALS | 27M | 225K | 30 |
ISHARES TR | US HLTHCARE ETF | 56M | 908K | 30 |
ISHARES TR | U.S. FIN SVC ET | 8M | 117K | 30 |
ISHARES TR | U.S. FINLS ETF | 42M | 444K | 30 |
ISHARES TR | U.S. ENERGY ETF | 71M | 1M | 30 |
ISHARES TR | CORE S&P SCP ET | 834K | 8K | 30 |
ISHARES TR | US CONSM STAPLE | 97M | 1M | 30 |
ISHARES TR | U.S. BAS MTL ET | 39M | 281K | 30 |
ISHARES TR | MSCI AC ASIA ET | 21M | 297K | 30 |
ISHARES TR | MSCI ACWI EX US | 648K | 12K | 30 |
ISHARES TR | NATIONAL MUN ET | 611K | 6K | 30 |
ISHARES TR | ASIA 50 ETF | 991K | 15K | 30 |
ISHARES TR | CRE U S REIT ET | 19M | 352K | 30 |
ISHARES TR | GLOB INDSTRL ET | 6M | 41K | 30 |
ISHARES TR | GLB CNS DISC ET | 10M | 61K | 30 |
ISHARES SILVER TR | ISHARES | 2M | 77K | 30 |
ISHARES TR | MSCI UK SM ETF | 1M | 35K | 30 |
ISHARES TR | MSCI USA SZE FT | 507K | 4K | 30 |
ISHARES TR | MSCI USA MMENTM | 659K | 3K | 30 |
ISHARES TR | CORE MSCI EAFE | 1M | 14K | 30 |
ISHARES INC | MSCI JPN ETF NE | 15M | 225K | 30 |
ISHARES TR | CORE DIV GRWTH | 337K | 6K | 30 |
ISHARES TR | CORE MSCI EURO | 1M | 19K | 30 |
ISHARES TR | MSCI UK ETF NEW | 6M | 182K | 30 |
ISHARES TR | ESG AWR MSCI US | 274K | 2K | 30 |
ISHARES TR | IBONDS DEC 27 | 347K | 14K | 30 |
ISHARES TR | IBONDS DEC 28 | 224K | 9K | 30 |
ISHARES TR | IBONDS DEC | 290K | 11K | 30 |
ISHARES TR | IBONDS DEC 2029 | 347K | 14K | 30 |
JPMORGAN CHASE & CO. | COM | 3M | 14K | 30 |
J P MORGAN EXCHANGE TRADED F | BETABUILDERS EU | 2M | 35K | 30 |
J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPA | 6M | 100K | 30 |
J P MORGAN EXCHANGE TRADED F | BETABUILDERS CD | 5M | 75K | 30 |
J P MORGAN EXCHANGE TRADED F | BETABUILDERS DE | 2M | 45K | 30 |
JOHNSON & JOHNSON | COM | 263K | 2K | 30 |
ELI LILLY & CO | COM | 6M | 6K | 30 |
LOWES COS INC | COM | 862K | 4K | 30 |
MARSH & MCLENNAN COS INC | COM | 325K | 2K | 30 |
MASTERCARD INCORPORATED | CL A | 1M | 2K | 30 |
MCDONALDS CORP | COM | 341K | 1K | 30 |
MCKESSON CORP | COM | 292K | 500 | 30 |
MERCK & CO INC | COM | 444K | 4K | 30 |
MICROSOFT CORP | COM | 8M | 19K | 30 |
MORGAN STANLEY | COM NEW | 417K | 4K | 30 |
NETFLIX INC | COM | 269K | 398 | 30 |
NEXTERA ENERGY INC | COM | 252K | 4K | 30 |
NVIDIA CORPORATION | COM | 3M | 25K | 30 |
OREILLY AUTOMOTIVE INC | COM | 231K | 219 | 30 |
ORACLE CORP | COM | 689K | 5K | 30 |
PACER FDS TR | US CASH COWS 10 | 692K | 13K | 30 |
PALO ALTO NETWORKS INC | COM | 506K | 1K | 30 |
PARKER-HANNIFIN CORP | COM | 345K | 682 | 30 |
PAYCHEX INC | COM | 350K | 3K | 30 |
PEPSICO INC | COM | 290K | 2K | 30 |
PHILLIPS 66 | COM | 233K | 2K | 30 |
PROCTER AND GAMBLE CO | COM | 521K | 3K | 30 |
PROGRESSIVE CORP | COM | 315K | 2K | 30 |
QUALCOMM INC | COM | 415K | 2K | 30 |
RTX CORPORATION | COM | 247K | 2K | 30 |
SPDR S&P 500 ETF TR | TR UNIT | 6M | 11K | 30 |
SPDR INDEX SHS FDS | EURO STOXX 50 | 25M | 507K | 30 |
SPDR INDEX SHS FDS | ASIA PACIF ETF | 753K | 7K | 30 |
SPDR SER TR | S&P TELECOM | 274K | 4K | 30 |
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 354K | 905 | 30 |
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 213K | 398 | 30 |
SPDR SER TR | NUVEEN BLMBRG S | 298K | 6K | 30 |
SALESFORCE INC | COM | 3M | 12K | 30 |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 200K | 3K | 30 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 201K | 2K | 30 |
SELECT SECTOR SPDR TR | SBI MATERIALS | 35M | 391K | 30 |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 139M | 955K | 30 |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 68M | 885K | 30 |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 267M | 1M | 30 |
SELECT SECTOR SPDR TR | ENERGY | 47M | 516K | 30 |
SELECT SECTOR SPDR TR | FINANCIAL | 338M | 8M | 30 |
SELECT SECTOR SPDR TR | INDL | 108M | 886K | 30 |
SELECT SECTOR SPDR TR | TECHNOLOGY | 284M | 1M | 30 |
SELECT SECTOR SPDR TR | COMMUNICATION | 117M | 1M | 30 |
SELECT SECTOR SPDR TR | RL EST SEL SEC | 18M | 473K | 30 |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 24M | 347K | 30 |
STARBUCKS CORP | COM | 334K | 4K | 30 |
STRYKER CORPORATION | COM | 729K | 2K | 30 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 241K | 1K | 30 |
TESLA INC | COM | 275K | 1K | 30 |
THE TRADE DESK INC | COM CL A | 214K | 2K | 30 |
UNION PAC CORP | COM | 206K | 909 | 30 |
UNITEDHEALTH GROUP INC | COM | 3M | 5K | 30 |
VANECK ETF TRUST | LONG MUNI ETF | 457K | 26K | 30 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 9K | 30 |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 2M | 36K | 30 |
VANGUARD WORLD FD | CONSUM DIS ETF | 79M | 252K | 30 |
VANGUARD WORLD FD | CONSUM STP ETF | 60M | 296K | 30 |
VANGUARD WORLD FD | ENERGY ETF | 36M | 285K | 30 |
VANGUARD WORLD FD | FINANCIALS ETF | 103M | 1M | 30 |
VANGUARD WORLD FD | HEALTH CAR ETF | 280M | 1M | 30 |
VANGUARD WORLD FD | INDUSTRIAL ETF | 199M | 845K | 30 |
VANGUARD WORLD FD | INF TECH ETF | 296M | 513K | 30 |
VANGUARD WORLD FD | MATERIALS ETF | 18M | 96K | 30 |
VANGUARD WORLD FD | UTILITIES ETF | 21M | 144K | 30 |
VANGUARD WORLD FD | COMM SRVC ETF | 231M | 2M | 30 |
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 361K | 4K | 30 |
VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 2M | 8K | 30 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | 30 |
VANGUARD INDEX FDS | REAL ESTATE ETF | 16M | 188K | 30 |
VANGUARD INDEX FDS | SML CP GRW ETF | 318K | 1K | 30 |
VANGUARD INDEX FDS | SM CP VAL ETF | 292K | 2K | 30 |
VANGUARD INDEX FDS | MID CAP ETF | 1M | 6K | 30 |
VANGUARD INDEX FDS | LARGE CAP ETF | 287K | 1K | 30 |
VANGUARD INDEX FDS | EXTEND MKT ETF | 831K | 5K | 30 |
VANGUARD INDEX FDS | GROWTH ETF | 2M | 5K | 30 |
VANGUARD INDEX FDS | VALUE ETF | 2M | 12K | 30 |
VANGUARD INDEX FDS | SMALL CP ETF | 633K | 3K | 30 |
VANGUARD INDEX FDS | TOTAL STK MKT | 9M | 35K | 30 |
VERTEX PHARMACEUTICALS INC | COM | 532K | 1K | 30 |
VISA INC | COM CL A | 764K | 3K | 30 |
WABTEC | COM | 201K | 1K | 30 |
WALMART INC | COM | 384K | 6K | 30 |
WORLD GOLD TR | SPDR GLD MINIS | 864K | 19K | 30 |
ACCENTURE PLC IRELAND | SHS CLASS A | 523K | 2K | 30 |
EATON CORP PLC | SHS | 240K | 764 | 30 |
LINDE PLC | SHS | 345K | 786 | 30 |
CHUBB LIMITED | COM | 216K | 845 | 30 |
NXP SEMICONDUCTORS N V | COM | 290K | 1K | 30 |