WBH ADVISORY INC holdings history

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566 is the total number of securities WBH ADVISORY INC has owned. The longest WBH ADVISORY INC has owned a single stock is 41 quarters.

WBH ADVISORY INC historical holdings. Includes current and past holdings.
		Period		Weighting			Quarter
Ticker	Name	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
VGT	Vngrd InfoTech	38	3	0.85%	6.66%	8.37%	Q2 2013	Q3 2023	41
VTI	Vngrd Total Stk	38	3	2.70%	4.34%	6.17%	Q2 2013	Q3 2023	41
VHT	Vngrd Health	38	3	2.17%	3.85%	5.67%	Q2 2013	Q3 2023	41
VB	Vngrd SmallCap	38	3	1.92%	3.48%	5.31%	Q2 2013	Q3 2023	41
VFH	Vngrd Fin	38	3	1.10%	2.64%	4.03%	Q2 2013	Q3 2023	41
VXUS	Vngrd Ttl Intl	38	3	1.59%	2.46%	3.14%	Q2 2013	Q3 2023	41
SCHB	Schwab US Broad	38	3	0.35%	2.45%	4.31%	Q2 2013	Q3 2023	41
VEU	Vngrd FTSE	38	3	0.48%	1.95%	3.71%	Q2 2013	Q3 2023	41
SPY	SPDR S&P 500 ETF TR	38	3	0.55%	1.62%	13.47%	Q2 2013	Q3 2023	41
JNJ	JOHNSON & JOHNSON	38	3	0.67%	1.45%	2.04%	Q2 2013	Q3 2023	41
PG	Procter & Gamble	38	3	0.68%	1.21%	2.06%	Q2 2013	Q3 2023	41
DIS	Walt Disney	38	3	0.25%	1.20%	2.10%	Q2 2013	Q3 2023	41
MSFT	MICROSOFT CORP	38	3	0.43%	1.16%	2.22%	Q2 2013	Q3 2023	41
AAPL	APPLE INC	38	3	0.39%	1.06%	1.87%	Q2 2013	Q3 2023	41
PEP	PEPSICO INC	38	3	0.56%	1.05%	1.65%	Q2 2013	Q3 2023	41
MCD	MCDONALDS CORP	38	3	0.55%	1.02%	2.00%	Q2 2013	Q3 2023	41
XLF	SELECT SECTOR SPDR TR	38	3	0.30%	0.92%	1.40%	Q2 2013	Q3 2023	41
VOX	Vngrd Telecom	38	3	0.32%	0.89%	9.07%	Q2 2013	Q3 2023	41
XOM	EXXON MOBIL CORP	38	3	0.07%	0.83%	2.19%	Q2 2013	Q3 2023	41
NKE	NIKE INC	38	3	0.25%	0.79%	1.36%	Q2 2013	Q3 2023	41
VT	Vngrd Total World	38	3	0.18%	0.77%	2.68%	Q2 2013	Q3 2023	41
MMM	3M Company	38	3	0.05%	0.67%	1.09%	Q2 2013	Q3 2023	41
COST	COSTCO WHSL CORP NEW	38	3	0.38%	0.61%	4.84%	Q2 2013	Q3 2023	41
CVX	CHEVRON CORP NEW	38	3	0.17%	0.61%	1.71%	Q2 2013	Q3 2023	41
SCHF	SCHWAB STRATEGIC TR	38	3	0.12%	0.61%	1.11%	Q2 2013	Q3 2023	41
CMI	CUMMINS INC	38	3	0.22%	0.58%	1.10%	Q2 2013	Q3 2023	41
INTC	INTEL CORP	38	3	0.10%	0.57%	0.87%	Q2 2013	Q3 2023	41
KMB	KIMBERLY-CLARK CORP	38	3	0.18%	0.57%	1.02%	Q2 2013	Q3 2023	41
KO	Coca-Cola Company	38	3	0.16%	0.52%	1.30%	Q2 2013	Q3 2023	41
YUM	YUM BRANDS INC	38	3	0.23%	0.51%	0.89%	Q2 2013	Q3 2023	41
TRV	TRAVELERS COMPANIES INC	38	3	0.19%	0.49%	0.77%	Q2 2013	Q3 2023	41
PFE	PFIZER INC	38	3	0.14%	0.48%	0.82%	Q2 2013	Q3 2023	41
MO	ALTRIA GROUP INC	38	3	0.04%	0.48%	0.99%	Q2 2013	Q3 2023	41
CL	COLGATE PALMOLIVE CO	38	3	0.10%	0.46%	0.88%	Q2 2013	Q3 2023	41
CSCO	Cisco Systems Inc	38	3	0.22%	0.45%	0.82%	Q2 2013	Q3 2023	41
NSC	NORFOLK SOUTHN CORP	38	3	0.13%	0.44%	1.03%	Q2 2013	Q3 2023	41
CVS	CVS HEALTH CORP	38	3	0.09%	0.42%	0.90%	Q2 2013	Q3 2023	41
SBUX	STARBUCKS CORP	38	3	0.17%	0.40%	0.74%	Q2 2013	Q3 2023	41
MRK	MERCK & CO. INC	38	3	0.06%	0.39%	0.56%	Q2 2013	Q3 2023	41
LLY	LILLY ELI & CO	38	3	0.20%	0.39%	0.73%	Q2 2013	Q3 2023	41
LOW	LOWES COS INC	38	3	0.21%	0.37%	0.52%	Q2 2013	Q3 2023	41
V	VISA INC	38	3	0.15%	0.36%	0.53%	Q2 2013	Q3 2023	41
VZ	VERIZON COMMUNICATIONS...	38	3	0.03%	0.35%	0.68%	Q2 2013	Q3 2023	41
ORCL	ORACLE CORP	38	3	0.11%	0.35%	0.64%	Q2 2013	Q3 2023	41
VDE	Vngrd Energy	38	3	0.09%	0.35%	1.18%	Q2 2013	Q3 2023	41
CAT	CATERPILLAR INC DEL	38	3	0.15%	0.34%	0.78%	Q2 2013	Q3 2023	41
CSX	CSX CORP	38	3	0.17%	0.32%	0.46%	Q2 2013	Q3 2023	41
JPM	JPMORGAN CHASE & CO	38	3	0.14%	0.30%	0.48%	Q2 2013	Q3 2023	41
ABBV	ABBVIE INC	38	3	0.12%	0.29%	0.48%	Q2 2013	Q3 2023	41
PRU	PRUDENTIAL FINL INC	38	3	0.06%	0.29%	0.57%	Q2 2013	Q3 2023	41
HD	HOME DEPOT INC	38	3	0.18%	0.29%	0.45%	Q2 2013	Q3 2023	41
WMT	Walmart Stores	38	3	0.18%	0.29%	0.54%	Q2 2013	Q3 2023	41
TGT	Target Inc	38	3	0.07%	0.29%	0.64%	Q2 2013	Q3 2023	41
AMT	Amer Tower	38	3	0.11%	0.28%	0.39%	Q2 2013	Q3 2023	41
BA	BOEING CO	38	3	0.08%	0.28%	0.57%	Q2 2013	Q3 2023	41
FDX	FEDEX CORP	38	3	0.09%	0.27%	0.49%	Q2 2013	Q3 2023	41
COP	CONOCOPHILLIPS	38	3	0.06%	0.26%	0.79%	Q2 2013	Q3 2023	41
BMY	BRISTOL-MYERS SQUIBB CO	38	3	0.08%	0.26%	0.44%	Q2 2013	Q3 2023	41
NOC	NORTHROP GRUMMAN CORP	38	3	0.14%	0.26%	0.39%	Q2 2013	Q3 2023	41
ABT	ABBOTT LABS	38	3	0.13%	0.25%	0.35%	Q2 2013	Q3 2023	41
MET	METLIFE INC	38	3	0.07%	0.25%	0.58%	Q2 2013	Q3 2023	41
UNP	Union Pacific	38	3	0.09%	0.24%	0.42%	Q2 2013	Q3 2023	41
WM	WASTE MGMT INC DEL	38	3	0.15%	0.24%	0.33%	Q2 2013	Q3 2023	41
HON	HONEYWELL INTL INC	38	3	0.15%	0.24%	0.56%	Q2 2013	Q3 2023	41
CE	CELANESE CORP DEL	38	3	0.06%	0.23%	0.36%	Q2 2013	Q3 2023	41
AEP	AMERICAN ELEC PWR CO INC	38	3	0.06%	0.23%	1.96%	Q2 2013	Q3 2023	41
PM	PHILIP MORRIS INTL INC	38	3	0.05%	0.22%	0.80%	Q2 2013	Q3 2023	41
BAC	BK OF AMERICA CORP	38	3	0.06%	0.22%	0.44%	Q2 2013	Q3 2023	41
IBM	INTERNATIONAL BUSINESS...	38	3	0.06%	0.22%	0.98%	Q2 2013	Q3 2023	41
AXP	AMERICAN EXPRESS CO	38	3	0.08%	0.20%	0.43%	Q2 2013	Q3 2023	41
AJG	GALLAGHER ARTHUR J & CO	38	3	0.14%	0.19%	0.27%	Q2 2013	Q3 2023	41
MA	MASTERCARD INCORPORATED	38	3	0.06%	0.19%	0.33%	Q2 2013	Q3 2023	41
VO	Vngrd Mid Cap	38	3	0.08%	0.19%	0.32%	Q2 2013	Q3 2023	41
DE	DEERE & CO	38	3	0.08%	0.18%	0.50%	Q2 2013	Q3 2023	41
PSX	PHILLIPS 66	38	3	0.03%	0.18%	0.43%	Q2 2013	Q3 2023	41
CMCSA	COMCAST CORP NEW	38	3	0.07%	0.18%	0.25%	Q2 2013	Q3 2023	41
ADP	AUTOMATIC DATA PROCESS...	38	3	0.09%	0.18%	0.31%	Q2 2013	Q3 2023	41
EMN	EASTMAN CHEM CO	38	3	0.04%	0.17%	0.38%	Q2 2013	Q3 2023	41
AFL	AFLAC INC	38	3	0.05%	0.16%	0.59%	Q2 2013	Q3 2023	41
EMR	Emerson Electric	38	3	0.06%	0.16%	0.37%	Q2 2013	Q3 2023	41
SWK	STANLEY BLACK & DECKER...	38	3	0.03%	0.16%	0.26%	Q2 2013	Q3 2023	41
GIS	GENERAL MLS INC	38	3	0.03%	0.15%	0.48%	Q2 2013	Q3 2023	41
DHR	DANAHER CORPORATION	38	3	0.09%	0.15%	0.27%	Q2 2013	Q3 2023	41
EXC	Exelon Corporation	38	3	0.04%	0.13%	0.22%	Q2 2013	Q3 2023	41
PH	PARKER-HANNIFIN CORP	38	3	0.05%	0.13%	0.46%	Q2 2013	Q3 2023	41
LMT	LOCKHEED MARTIN CORP	38	3	0.06%	0.12%	0.17%	Q2 2013	Q3 2023	41
PPG	PPG Industries	38	3	0.04%	0.12%	0.19%	Q2 2013	Q3 2023	41
TROW	T Rowe Price Associates	38	3	0.06%	0.11%	0.16%	Q2 2013	Q3 2023	41
IP	Intl Paper	38	3	0.02%	0.10%	0.20%	Q2 2013	Q3 2023	41
ITW	ILLINOIS TOOL WKS INC	38	3	0.05%	0.10%	0.14%	Q2 2013	Q3 2023	41
SCHX	Schwab US Lg Cap	37	3	0.09%	0.83%	1.78%	Q3 2013	Q3 2023	40
T	AT&T INC	38	2	0.02%	0.34%	0.74%	Q2 2013	Q2 2023	40
AMZN	AMAZON COM INC	37	3	0.07%	0.29%	0.72%	Q3 2013	Q3 2023	40
SCHA	Schwab US Sml Cap	37	3	0.08%	0.24%	0.50%	Q3 2013	Q3 2023	40
K	Kellogg Company	38	2	0.02%	0.14%	0.38%	Q2 2013	Q2 2023	40
HSY	Hershey Foods	32	3	0.08%	0.11%	0.16%	Q2 2013	Q3 2023	40
VPU	Vngrd Utilities	36	3	0.11%	0.59%	1.01%	Q4 2013	Q3 2023	39
MTB	M & T BK CORP	29	2	0.02%	0.09%	0.15%	Q2 2013	Q2 2023	39
VSS	Vngrd FTSE All	22	3	0.03%	0.09%	0.20%	Q2 2013	Q3 2023	39
PAYX	PAYCHEX INC	28	3	0.03%	0.07%	0.10%	Q2 2013	Q3 2023	39
ITOT	ISHARES TR	25	3	0.53%	0.99%	1.87%	Q2 2013	Q3 2023	38
VFC	V F Corporation	38	38	0.05%	0.26%	0.58%	Q2 2013	Q3 2022	38
VAW	Vngrd Materials	35	3	0.07%	0.15%	0.28%	Q1 2014	Q3 2023	38
CLX	CLOROX CO DEL	35	3	0.05%	0.08%	0.13%	Q1 2014	Q3 2023	38
AMGN	AMGEN INC	35	3	0.04%	0.08%	0.10%	Q1 2014	Q3 2023	38
VWO	Vngrd Emer Mkt	27	3	0.06%	0.23%	0.67%	Q1 2014	Q3 2023	37
NEE	NEXTERA ENERGY INC	26	3	0.06%	0.21%	0.39%	Q2 2013	Q3 2023	37
FB	META PLATFORMS INC	34	3	0.07%	0.20%	0.36%	Q2 2014	Q3 2023	37
IGV	ISHARES TR	34	3	0.07%	0.10%	0.15%	Q2 2014	Q3 2023	37
PNC	PNC FINL SVCS GROUP INC	25	1	0.06%	0.09%	0.12%	Q2 2013	Q3 2023	37
APH	AMPHENOL CORP NEW	15	3	0.04%	0.08%	0.16%	Q2 2013	Q3 2023	37
VOO	Vngrd S&P 500	33	3	0.10%	0.18%	0.30%	Q3 2014	Q3 2023	36
VIS	Vngrd Industrials	32	3	0.06%	0.31%	0.48%	Q4 2014	Q3 2023	35
VCR	Vngrd ConsDiscr	32	3	0.09%	0.13%	0.17%	Q4 2014	Q3 2023	35
GWW	WW Grainger	29	3	0.08%	0.12%	0.24%	Q3 2014	Q3 2023	35
XLE	SELECT SECTOR SPDR TR	31	3	0.20%	1.62%	16.40%	Q1 2015	Q3 2023	34
XLY	SELECT SECTOR SPDR TR	31	3	0.46%	1.39%	2.33%	Q1 2015	Q3 2023	34
XLK	Technology SPDR	31	3	0.52%	1.35%	2.81%	Q1 2015	Q3 2023	34
XLV	SELECT SECTOR SPDR TR	31	3	0.56%	1.23%	1.83%	Q1 2015	Q3 2023	34
XLI	SELECT SECTOR SPDR TR	31	3	0.15%	0.91%	1.44%	Q1 2015	Q3 2023	34
XLP	SELECT SECTOR SPDR TR	31	3	0.46%	0.78%	1.05%	Q1 2015	Q3 2023	34
XLU	Utilities SPDR	31	3	0.07%	0.44%	2.32%	Q1 2015	Q3 2023	34
IXUS	ISHARES TR	31	3	0.06%	0.29%	0.66%	Q1 2015	Q3 2023	34
VNQ	Vrgd REIT	31	3	0.07%	0.25%	0.59%	Q1 2015	Q3 2023	34
GE	GENERAL ELECTRIC CO	33	33	0.05%	0.50%	1.16%	Q2 2013	Q2 2021	33
IJR	ISHARES TR	29	3	0.12%	0.68%	1.24%	Q3 2015	Q3 2023	32
VDC	Vngrd Cons Spls	29	3	0.12%	0.19%	0.26%	Q3 2015	Q3 2023	32
PSA	PUBLIC STORAGE	29	3	0.05%	0.13%	0.22%	Q3 2015	Q3 2023	32
VTV	Vngrd Value	28	3	0.13%	0.34%	2.39%	Q4 2015	Q3 2023	31
GOOGL	Alphabet Inc Cl A	28	3	0.12%	0.30%	0.62%	Q4 2015	Q3 2023	31
GOOG	Alphabet Inc Cl C	28	3	0.15%	0.25%	0.38%	Q4 2015	Q3 2023	31
XLB	SELECT SECTOR SPDR TR	28	3	0.08%	0.23%	0.43%	Q4 2015	Q3 2023	31
IJH	ISHARES TR	28	3	0.08%	0.21%	0.48%	Q4 2015	Q3 2023	31
BSV	Vngrd Bd Short Term	25	1	0.07%	0.43%	1.29%	Q3 2015	Q3 2023	30
CB	Chubb Ltd	27	3	0.09%	0.25%	0.62%	Q1 2016	Q3 2023	30
GSLC	GOLDMAN SACHS ETF TR	27	3	0.10%	0.18%	0.25%	Q1 2016	Q3 2023	30
DNKN	DUNKIN BRANDS GROUP INC	30	30	0.09%	0.16%	0.24%	Q2 2013	Q3 2020	30
TXT	TEXTRON INC	26	4	0.03%	0.12%	0.17%	Q3 2013	Q1 2022	30
FULT	FULTON FINL CORP PA	19	3	0.03%	0.08%	0.78%	Q2 2013	Q1 2021	30
SCHE	SCHWAB STRATEGIC TR	26	3	0.09%	0.37%	0.51%	Q2 2016	Q3 2023	29
DUK	Duke Energy	29	29	0.16%	0.28%	0.44%	Q2 2013	Q2 2020	29
	Mondelez	29	29	0.11%	0.17%	0.32%	Q2 2013	Q2 2020	29
SHW	SHERWIN WILLIAMS CO	26	3	0.08%	0.12%	0.17%	Q2 2016	Q3 2023	29
BX	Blackstone Group	29	29	0.08%	0.12%	0.21%	Q2 2013	Q2 2020	29
FE	Firstenergy	29	29	0.06%	0.11%	0.32%	Q2 2013	Q2 2020	29
MDT	Medtronic Inc	29	29	0.07%	0.11%	0.17%	Q2 2013	Q2 2020	29
BDX	BECTON DICKINSON & CO	26	3	0.04%	0.09%	0.14%	Q2 2016	Q3 2023	29
IWX	ISHARES TR	17	3	0.03%	0.07%	0.14%	Q4 2015	Q3 2023	29
VGIT	Vngrd Scottsdale Int T...	25	3	0.08%	0.82%	1.58%	Q3 2016	Q3 2023	28
SUI	Sun Communities	25	3	0.20%	0.47%	4.01%	Q3 2016	Q3 2023	28
UTX	United Tech	28	28	0.20%	0.43%	0.66%	Q2 2013	Q1 2020	28
XLRE	SELECT SECTOR SPDR TR	25	3	0.24%	0.43%	0.56%	Q3 2016	Q3 2023	28
DVY	ISHARES TR	25	3	0.15%	0.21%	0.29%	Q3 2016	Q3 2023	28
MAS	MASCO CORP	26	1	0.02%	0.20%	0.38%	Q4 2014	Q2 2023	28
PPL	PPL CORP	20	8	0.03%	0.14%	0.32%	Q2 2013	Q1 2021	28
INTU	INTUIT	25	3	0.08%	0.11%	0.16%	Q3 2016	Q3 2023	28
LNT	ALLIANT ENERGY CORP	25	3	0.04%	0.08%	0.13%	Q3 2016	Q3 2023	28
IEMG	ISHARES INC	24	3	0.14%	0.73%	1.02%	Q4 2016	Q3 2023	27
CCI	CrownCastleIntl	27	27	0.21%	0.28%	0.37%	Q2 2013	Q4 2019	27
SCHZ	Schwb US Bond	24	3	0.07%	0.15%	0.24%	Q4 2016	Q3 2023	27
WFC	Wells Fargo	27	27	0.08%	0.15%	0.21%	Q2 2013	Q4 2019	27
VLO	VALERO ENERGY CORP	22	1	0.03%	0.15%	0.30%	Q2 2013	Q3 2023	27
RDSA	Royal Dutch Shell	27	27	0.06%	0.15%	0.29%	Q2 2013	Q4 2019	27
MMP	MagellanMidstrm	27	27	0.06%	0.14%	0.25%	Q2 2013	Q4 2019	27
YUMC	YUM CHINA HLDGS INC	24	3	0.04%	0.12%	1.07%	Q4 2016	Q3 2023	27
VV	Vngrd Lg Cap	25	2	0.03%	0.06%	0.08%	Q2 2016	Q3 2023	27
SCHD	Schwab US Dividend	23	3	0.08%	0.25%	0.37%	Q1 2017	Q3 2023	26
VEA	Vngrd Dev Mkt	23	3	0.06%	0.17%	0.49%	Q1 2017	Q3 2023	26
STI	SunTrust Banks	26	26	0.09%	0.12%	0.16%	Q2 2013	Q3 2019	26
LVS	Las Vegas Sands	26	26	0.05%	0.11%	0.21%	Q3 2013	Q4 2019	26
IEFA	iShres Core MSCI AEFE	22	3	0.09%	0.89%	2.08%	Q2 2017	Q3 2023	25
MINT	PIMCO ETF TR	8	3	0.02%	0.15%	1.02%	Q2 2013	Q3 2023	25
CHDN	CHURCHILL DOWNS INC	22	3	0.09%	0.12%	0.16%	Q2 2017	Q3 2023	25
BLK	BLACKROCK INC	22	3	0.03%	0.07%	0.13%	Q3 2016	Q3 2023	25
ACN	ACCENTURE PLC IRELAND	19	1	0.05%	0.07%	0.08%	Q4 2013	Q3 2023	25
CHD	CHURCH & DWIGHT INC	22	3	0.03%	0.05%	0.09%	Q1 2017	Q3 2023	25
BRKB	Berkshire Htwy Cl B	24	24	0.13%	0.59%	0.87%	Q3 2014	Q2 2020	24
MKC	MCCORMICK & CO INC	11	3	0.23%	0.39%	0.51%	Q2 2017	Q3 2023	24
MKCV	MCCORMICK & CO INC	16	1	0.08%	0.32%	0.54%	Q2 2013	Q3 2023	24
	Berkshire Htwy Cl A	24	24	0.06%	0.11%	0.26%	Q3 2014	Q2 2020	24
MTUM	Ishares USA Momentum	21	3	0.04%	0.08%	0.23%	Q3 2017	Q3 2023	24
MCHP	MICROCHIP TECHNOLOGY INC.	23	1	0.02%	0.07%	0.10%	Q3 2016	Q1 2023	24
SEIC	SEI INVTS CO	9	1	0.03%	0.05%	0.08%	Q4 2015	Q3 2023	24
HYT	BLACKROCK CORPOR HI YL...	18	1	0.02%	0.04%	0.07%	Q1 2014	Q3 2020	24
GRPN	Groupon	18	5	0.01%	1.78%	26.45%	Q1 2014	Q4 2019	23
BND	Vngrd Ttl Bond	15	1	0.05%	0.86%	1.75%	Q1 2015	Q3 2023	23
PFM	Powershares Dividend	23	23	0.18%	0.29%	0.38%	Q2 2013	Q4 2018	23
PKW	Powershares Buyback	23	23	0.12%	0.21%	0.27%	Q2 2013	Q4 2018	23
HDV	ISHARES TR	20	3	0.04%	0.07%	0.18%	Q4 2017	Q3 2023	23
VCSH	Vngrd S-Term Corp	19	3	0.08%	0.88%	1.97%	Q1 2018	Q3 2023	22
MDY	SPDR S&P MIDCAP 400 ET...	19	3	0.04%	0.22%	0.62%	Q1 2018	Q3 2023	22
OXY	Occidental Petroleum	22	22	0.05%	0.21%	0.45%	Q2 2013	Q3 2018	22
DIA	SPDR DOW JONES INDL AV...	19	3	0.08%	0.10%	0.16%	Q1 2018	Q3 2023	22
GS	Goldman Sachs Grp	13	2	0.02%	0.10%	0.26%	Q2 2013	Q3 2023	22
STZ	CONSTELLATION BRANDS INC	19	3	0.06%	0.09%	0.13%	Q1 2018	Q3 2023	22
PSR	Powershares Active	22	22	0.05%	0.08%	0.13%	Q2 2013	Q3 2018	22
IVV	ISHARES TR	18	3	0.05%	0.48%	1.27%	Q2 2018	Q3 2023	21
SJM	J M Smucker Co	21	21	0.06%	0.20%	0.39%	Q2 2013	Q2 2018	21
IVE	ISHARES TR	18	3	0.06%	0.12%	0.31%	Q2 2018	Q3 2023	21
ROK	Rockwell Automation	13	8	0.06%	0.08%	0.11%	Q3 2013	Q1 2019	21
QCOM	QUALCOMM INC	10	1	0.03%	0.08%	0.14%	Q2 2013	Q3 2023	21
XLC	SELECT SECTOR SPDR TR	17	3	0.61%	1.45%	1.93%	Q3 2018	Q3 2023	20
DOW	Dow Chemical	17	3	0.05%	0.17%	0.24%	Q2 2013	Q4 2019	20
WBA	Walgreen Boots	20	20	0.05%	0.17%	0.28%	Q1 2015	Q4 2019	20
RTN	Raytheon	17	1	0.06%	0.09%	0.17%	Q4 2013	Q2 2020	20
IWV	ISHARES TR	9	1	0.02%	0.06%	0.11%	Q2 2013	Q2 2023	20
FAST	FASTENAL CO	10	1	0.03%	0.06%	0.12%	Q2 2013	Q3 2023	20
SLB	Schlumberger Ltd	19	19	0.06%	0.18%	0.28%	Q2 2013	Q4 2017	19
BUD	Anheuser-Busch	19	19	0.06%	0.16%	0.24%	Q2 2013	Q4 2017	19
MUB	ISHARES TR	16	3	0.05%	0.11%	0.30%	Q4 2018	Q3 2023	19
DD	El DuPont De Nemou	9	3	0.06%	0.09%	0.12%	Q2 2013	Q4 2019	19
QQQ	Invesco QQQ Tst	15	3	0.41%	0.73%	1.16%	Q1 2019	Q3 2023	18
IVW	ISHARES TR	12	1	0.05%	0.15%	0.39%	Q2 2017	Q3 2023	18
DALRQ	Delta Air Lines	18	18	0.09%	0.13%	0.19%	Q3 2015	Q4 2019	18
PFM	INVESCO EXCHANGE TRADE...	15	3	0.07%	0.13%	0.20%	Q1 2019	Q3 2023	18
PKW	Inveso Buy Back Achievers	15	3	0.04%	0.08%	0.14%	Q1 2019	Q3 2023	18
NOW	SERVICENOW INC	15	3	0.05%	0.07%	0.09%	Q1 2019	Q3 2023	18
FISV	FISERV INC	15	3	0.03%	0.04%	0.07%	Q1 2019	Q3 2023	18
ETP	Energy Transfer	17	17	0.06%	0.35%	0.52%	Q2 2013	Q2 2017	17
SCHM	Schwab US MidCap	13	1	0.07%	0.21%	0.30%	Q1 2017	Q3 2023	17
LEA	Lear	17	17	0.05%	0.16%	0.22%	Q4 2015	Q4 2019	17
USMV	ISHARES TR	14	3	0.05%	0.12%	0.17%	Q2 2019	Q3 2023	17
MELI	Mercadolilbre	9	1	0.05%	0.10%	0.22%	Q3 2018	Q3 2023	17
PYPL	PAYPAL HLDGS INC	17	17	0.02%	0.09%	0.14%	Q1 2018	Q1 2022	17
GD	General Dynamics	17	17	0.05%	0.08%	0.12%	Q3 2015	Q3 2019	17
BABA	ALIBABA GROUP HLDG LTD	17	17	0.03%	0.07%	0.11%	Q3 2017	Q3 2021	17
PSJ	INVESCO EXCHANGE TRADE...	15	2	0.03%	0.06%	0.09%	Q1 2019	Q2 2023	17
SCHO	SCHWAB STRATEGIC TR	13	3	0.04%	0.29%	1.12%	Q3 2019	Q3 2023	16
DGRO	ISHARES TR	13	3	0.06%	0.29%	0.67%	Q3 2019	Q3 2023	16
NFLX	NETFLIX INC	16	16	0.08%	0.13%	0.19%	Q1 2018	Q4 2021	16
BIV	Vgrd Interm Bond	8	8	0.06%	0.12%	0.28%	Q4 2016	Q4 2021	16
ESRX	Express Scripts	16	16	0.06%	0.09%	0.12%	Q2 2013	Q1 2017	16
IVOV	Vngrd Adm Mid Cap	16	16	0.06%	0.08%	0.10%	Q1 2016	Q4 2019	16
PBCT	Peoples United	16	16	0.06%	0.08%	0.09%	Q2 2013	Q1 2017	16
PSJ	Pshares Dynamic Software	10	1	0.05%	0.07%	0.09%	Q4 2013	Q4 2018	16
AVGO	Broadcom Ltd	16	16	0.05%	0.07%	0.09%	Q3 2016	Q2 2020	16
ZBRA	ZEBRA TECHNOLOGIES COR...	10	2	0.04%	0.06%	0.08%	Q1 2019	Q2 2023	16
KLAC	KLA CORP	13	3	0.03%	0.05%	0.07%	Q3 2019	Q3 2023	16
FTR	Frontier Comm	8	8	0.01%	0.04%	0.05%	Q2 2013	Q2 2017	16
BRKB	BERKSHIRE HATHAWAY INC...	9	3	0.13%	0.63%	0.82%	Q4 2013	Q3 2023	15
UAA	Under Armour	15	15	0.14%	0.38%	0.70%	Q2 2013	Q4 2016	15
QUAL	iShares USA Quality	12	3	0.04%	0.26%	0.65%	Q4 2019	Q3 2023	15
KMI	Kinder Morgan	14	1	0.04%	0.22%	0.87%	Q1 2014	Q1 2018	15
VTEB	Vngrd Tax Exempt Bd	12	3	0.04%	0.14%	0.32%	Q4 2019	Q3 2023	15
C	Citigroup	15	15	0.08%	0.13%	0.19%	Q4 2016	Q2 2020	15
ESGU	ISHARES TR	12	3	0.07%	0.13%	0.20%	Q4 2019	Q3 2023	15
WY	Weyerhauser	14	1	0.06%	0.08%	0.16%	Q1 2016	Q4 2019	15
VUG	Vngrd Growth	12	3	0.04%	0.07%	0.10%	Q4 2019	Q3 2023	15
TFC	TRUIST FINL CORP	12	3	0.03%	0.07%	0.10%	Q4 2019	Q3 2023	15
SPLG	SPDR S&P 500	11	3	1.22%	1.59%	1.82%	Q1 2020	Q3 2023	14
SPSM	SPDR SER TR	11	3	0.45%	0.94%	1.16%	Q1 2020	Q3 2023	14
SPMD	SPDR S&P 400 Mid Cap	11	3	0.46%	0.79%	0.95%	Q1 2020	Q3 2023	14
CAG	ConAgra Foods	14	14	0.09%	0.13%	0.17%	Q1 2014	Q2 2017	14
PBE	INVESCO EXCHANGE TRADE...	9	1	0.02%	0.04%	0.06%	Q2 2018	Q2 2022	14
A	AGILENT TECHNOLOGIES INC	10	1	0.02%	0.04%	0.05%	Q4 2019	Q3 2023	14
FBND	Fidelity Total Bond	10	3	0.10%	1.03%	1.74%	Q2 2020	Q3 2023	13
JCI	Johnson Controls	13	13	0.28%	0.44%	0.60%	Q2 2013	Q2 2016	13
	Marathon Oil	13	13	0.06%	0.30%	0.49%	Q2 2013	Q2 2016	13
SCHH	Schwab US Reit	9	1	0.13%	0.17%	0.33%	Q1 2019	Q3 2023	13
TSLA	Tesla Motors	10	3	0.10%	0.16%	0.24%	Q2 2020	Q3 2023	13
EEP	Enbridge Energy	11	2	0.07%	0.14%	0.20%	Q2 2013	Q4 2016	13
CCI	Crown Catle Intl	10	3	0.06%	0.14%	0.26%	Q2 2020	Q3 2023	13
PKG	Packaging Corp	13	13	0.08%	0.13%	0.18%	Q2 2013	Q2 2016	13
VIG	Vngrd DivApp	9	1	0.04%	0.12%	0.16%	Q4 2019	Q3 2023	13
APD	AIR PRODS & CHEMS INC	9	1	0.06%	0.08%	0.11%	Q1 2016	Q3 2023	13
PGF	Invesco Fin Pfd	13	13	0.02%	0.05%	0.07%	Q1 2019	Q1 2022	13
URI	UNITED RENTALS INC	8	2	0.03%	0.05%	0.06%	Q2 2018	Q3 2023	13
WDFC	WD-40 CO	11	2	0.02%	0.05%	0.06%	Q4 2018	Q1 2022	13
VBK	Vanguard Sm Cap Gr	10	3	0.03%	0.04%	0.06%	Q2 2020	Q3 2023	13
FUTY	Fidelity MSCI Util	10	3	0.03%	0.04%	0.05%	Q2 2020	Q3 2023	13
VGSH	VANGUARD SCOTTSDALE FDS	9	3	0.15%	0.81%	1.75%	Q3 2020	Q3 2023	12
QQQ	Powershares QQQ	12	12	0.07%	0.38%	0.65%	Q1 2016	Q4 2018	12
TKR	Timken Company	12	12	0.08%	0.19%	0.29%	Q2 2013	Q1 2016	12
SPDW	SPDR INDEX SHS FDS	9	3	0.05%	0.16%	0.41%	Q3 2020	Q3 2023	12
MPC	Marathon Pete	8	4	0.05%	0.15%	0.35%	Q2 2013	Q3 2019	12
MCK	McKesson	12	12	0.10%	0.14%	0.17%	Q2 2013	Q1 2016	12
RTX	RTX CORPORATION	9	3	0.06%	0.11%	0.14%	Q3 2020	Q3 2023	12
TD	Toronto Dominion	12	12	0.07%	0.11%	0.15%	Q2 2013	Q1 2016	12
DUK	DUKE ENERGY CORP NEW	9	3	0.07%	0.10%	0.15%	Q3 2020	Q3 2023	12
BX	BLACKSTONE INC	9	3	0.07%	0.10%	0.12%	Q3 2020	Q3 2023	12
MDLZ	MONDELEZ INTL INC	9	3	0.07%	0.08%	0.11%	Q3 2020	Q3 2023	12
GLD	Spdr Gold Trust Gold Shrs	6	1	0.03%	0.08%	0.16%	Q2 2013	Q2 2023	12
DGX	QUEST DIAGNOSTICS INC	5	1	0.03%	0.07%	0.18%	Q2 2013	Q2 2023	12
AVGO	BROADCOM INC	9	3	0.04%	0.07%	0.09%	Q3 2020	Q3 2023	12
ICLN	ISHARES TR	9	3	0.04%	0.06%	0.08%	Q3 2020	Q3 2023	12
FHLC	FIDELITY COVINGTON TRUST	9	3	0.04%	0.05%	0.06%	Q3 2020	Q3 2023	12
CRM	SALESFORCE INC	9	3	0.03%	0.05%	0.08%	Q2 2020	Q3 2023	12
CTAS	CINTAS CORP	9	3	0.03%	0.04%	0.07%	Q3 2020	Q3 2023	12
TXN	Texas Instruments	9	1	0.02%	0.04%	0.05%	Q3 2019	Q2 2023	12
IWY	ISHARES TR	9	3	0.03%	0.04%	0.04%	Q3 2020	Q3 2023	12
STIP	ISHARES TR	9	3	0.03%	0.04%	0.05%	Q2 2019	Q2 2022	12
CB	Chubb Corporation	11	11	0.77%	1.04%	1.21%	Q2 2013	Q4 2015	11
EPD	Enterprise Prod	11	11	0.20%	0.34%	0.40%	Q2 2013	Q4 2015	11
PAA	Plains All Amern	11	11	0.12%	0.31%	0.43%	Q2 2013	Q4 2015	11
FLS	Flowserve Corp	11	11	0.13%	0.28%	0.45%	Q2 2013	Q4 2015	11
PAVE	GLOBAL X FDS	8	3	0.04%	0.14%	0.35%	Q4 2020	Q3 2023	11
EQC	Equity Commonwelth	11	11	0.08%	0.10%	0.13%	Q3 2014	Q1 2017	11
ISRG	INTUITIVE SURGICAL INC	11	11	0.06%	0.06%	0.07%	Q3 2018	Q1 2021	11
IBB	ISHARES TR	11	11	0.03%	0.06%	0.08%	Q1 2020	Q3 2022	11
MLM	MARTIN MARIETTA MATLS INC	8	3	0.05%	0.05%	0.06%	Q4 2020	Q3 2023	11
ODFL	OLD DOMINION FREIGHT L...	8	3	0.04%	0.04%	0.05%	Q4 2020	Q3 2023	11
ETN	EATON CORP PLC	8	3	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	11
PGF	Powershares Finl Pfd	10	10	0.08%	0.38%	1.47%	Q3 2016	Q4 2018	10
HME	Home Properties	10	10	0.24%	0.30%	0.36%	Q2 2013	Q3 2015	10
APC	Anadarko Pet	10	10	0.11%	0.17%	0.22%	Q2 2013	Q3 2015	10
CMLP	Crestwood	10	10	0.03%	0.15%	0.27%	Q2 2013	Q3 2015	10
BPL	Buckeye Ptrs	10	10	0.09%	0.13%	0.15%	Q2 2013	Q3 2015	10
SUB	ISHARES TR	6	1	0.05%	0.13%	0.34%	Q1 2020	Q3 2023	10
PCL	Plum Creek Tmbr	9	1	0.07%	0.12%	0.21%	Q2 2013	Q4 2015	10
SXL	Sunoco Logistics	8	1	0.07%	0.12%	0.15%	Q2 2013	Q3 2016	10
SPMB	SPDR SER TR	7	3	0.06%	0.10%	0.16%	Q1 2021	Q3 2023	10
HPQ	HP Inc	9	1	0.07%	0.09%	0.10%	Q3 2015	Q3 2018	10
PX	Praxair Inc	7	1	0.05%	0.09%	0.11%	Q2 2013	Q3 2018	10
PLTR	PALANTIR TECHNOLOGIES INC	7	3	0.04%	0.08%	0.14%	Q1 2021	Q3 2023	10
VTR	Ventas Inc	5	1	0.04%	0.06%	0.07%	Q1 2017	Q4 2019	10
VVR	Invesco Sr Inc Tst	10	10	0.01%	0.02%	0.02%	Q2 2016	Q3 2018	10
VUSB	VANGUARD BD INDEX FDS	6	3	0.04%	0.52%	3.30%	Q2 2021	Q3 2023	9
APA	Apache Corp	9	9	0.07%	0.28%	0.58%	Q2 2013	Q2 2015	9
IAU	ISHARES GOLD TR	6	3	0.21%	0.26%	0.36%	Q2 2021	Q3 2023	9
WMB	Williams	9	9	0.08%	0.20%	0.32%	Q4 2013	Q4 2015	9
RAI	Reynolds American	9	9	0.06%	0.14%	0.22%	Q2 2015	Q2 2017	9
DTE	DTE Energy	9	9	0.09%	0.14%	0.21%	Q2 2013	Q2 2015	9
	Schwab US MidCap	9	9	0.08%	0.12%	0.19%	Q2 2017	Q2 2019	9
GOOGL	Google	9	9	0.06%	0.12%	0.18%	Q2 2013	Q2 2015	9
GTO	INVESCO ACTIVELY MANAG...	6	3	0.05%	0.10%	0.20%	Q2 2021	Q3 2023	9
BOND	PIMCO ETF TR	9	9	0.06%	0.10%	0.18%	Q3 2020	Q3 2022	9
AN	AutoNation	9	9	0.08%	0.10%	0.13%	Q1 2014	Q1 2016	9
	Vguard Growth	9	9	0.05%	0.06%	0.06%	Q3 2017	Q3 2019	9
SPLV	INVESCO EXCH TRADED FD...	6	3	0.03%	0.03%	0.04%	Q2 2021	Q3 2023	9
SNA	SNAP ON INC	5	1	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	9
QQQM	INVESCO EXCH TRADED FD...	5	3	0.47%	0.54%	0.66%	Q3 2021	Q3 2023	8
LO	Lorillard Inc	8	8	0.28%	0.38%	0.44%	Q2 2013	Q1 2015	8
IYW	ISHARES TR	5	3	0.27%	0.34%	0.38%	Q3 2021	Q3 2023	8
RGP	Regency Energy	8	8	0.09%	0.16%	0.18%	Q2 2013	Q1 2015	8
TLT	ISHARES TR	5	3	0.06%	0.13%	0.32%	Q3 2021	Q3 2023	8
L	Loews Corp	8	8	0.06%	0.10%	0.13%	Q2 2013	Q1 2015	8
DVN	Devon Energy	8	8	0.06%	0.10%	0.12%	Q2 2013	Q1 2015	8
NS	Nustar Energy	7	1	0.07%	0.09%	0.10%	Q2 2013	Q2 2015	8
TEVA	Teva Pharm	6	2	0.07%	0.09%	0.14%	Q2 2013	Q2 2015	8
FLR	Fluor	8	8	0.06%	0.09%	0.11%	Q3 2013	Q2 2015	8
SOXX	ISHARES TR	5	3	0.03%	0.08%	0.22%	Q3 2021	Q3 2023	8
VFVA	VANGUARD WELLINGTON FD	5	3	0.04%	0.08%	0.15%	Q3 2021	Q3 2023	8
MDT	MEDTRONIC PLC	8	8	0.03%	0.07%	0.10%	Q3 2020	Q2 2022	8
BLW	BlackrockLtd Dur	8	8	0.04%	0.07%	0.08%	Q2 2013	Q1 2015	8
HAE	HAEMONETICS CORP MASS	3	2	0.03%	0.05%	0.06%	Q2 2018	Q1 2021	8
USB	US BANCORP DEL	4	2	0.03%	0.05%	0.08%	Q1 2014	Q4 2021	8
PSR	Invesco Mgd US Real Es...	4	4	0.04%	0.05%	0.06%	Q1 2019	Q1 2021	8
FNCL	FIDELITY COVINGTON TRUST	5	3	0.03%	0.05%	0.12%	Q3 2021	Q3 2023	8
C	CITIGROUP INC	8	8	0.03%	0.05%	0.06%	Q3 2020	Q2 2022	8
FTEC	FIDELITY COVINGTON TRUST	8	8	0.04%	0.04%	0.05%	Q4 2020	Q3 2022	8
SPYD	SPDR SER TR	5	3	0.03%	0.04%	0.05%	Q3 2021	Q3 2023	8
UPS	UNITED PARCEL SERVICE INC	6	2	0.03%	0.03%	0.04%	Q2 2021	Q2 2023	8
SCHG	SCHWAB STRATEGIC TR	4	3	1.36%	1.79%	2.23%	Q4 2021	Q3 2023	7
SCHV	SCHWAB STRATEGIC TR	4	3	0.51%	0.76%	1.00%	Q4 2021	Q3 2023	7
SCHR	SCHWAB STRATEGIC TR	4	3	0.04%	0.53%	1.12%	Q4 2021	Q3 2023	7
FEZ	SPDR INDEX SHS FDS	4	3	0.17%	0.41%	0.74%	Q4 2021	Q3 2023	7
MBB	ISHARES TR	4	3	0.08%	0.40%	0.79%	Q4 2021	Q3 2023	7
AGG	ISHARES TR	3	1	0.03%	0.37%	0.73%	Q3 2021	Q3 2023	7
KRFT	Kraft Foods Grp	7	7	0.24%	0.27%	0.30%	Q2 2013	Q4 2014	7
DWDP	DowDuPont	7	7	0.17%	0.23%	0.26%	Q3 2017	Q1 2019	7
WAG	Walgreen Company	7	7	0.15%	0.19%	0.21%	Q2 2013	Q4 2014	7
EFA	ISHARES TR	3	1	0.02%	0.18%	0.34%	Q4 2019	Q3 2023	7
WYNN	Wynn Resorts	7	7	0.06%	0.17%	0.23%	Q3 2013	Q1 2015	7
SPLS	Staples	7	7	0.12%	0.17%	0.22%	Q2 2013	Q4 2014	7
PBE	Powershares Biotech	5	2	0.08%	0.09%	0.11%	Q1 2014	Q4 2015	7
KHC	Kraft Heinz	7	7	0.06%	0.09%	0.10%	Q3 2016	Q1 2018	7
AOA	ISHARES TR	6	1	0.03%	0.08%	0.10%	Q2 2013	Q2 2022	7
CELG	Celgene	7	7	0.06%	0.07%	0.08%	Q1 2018	Q3 2019	7
VTIP	Vguard Malvern	7	7	0.06%	0.06%	0.07%	Q1 2017	Q3 2018	7
CARR	CARRIER GLOBAL CORPORA...	7	7	0.03%	0.04%	0.05%	Q3 2020	Q1 2022	7
OTIS	OTIS WORLDWIDE CORP	7	7	0.03%	0.04%	0.06%	Q2 2020	Q4 2021	7
ECL	ECOLAB INC	6	1	0.02%	0.04%	0.05%	Q3 2020	Q2 2023	7
MGV	VANGUARD WORLD FD	4	3	0.03%	0.03%	0.03%	Q4 2021	Q3 2023	7
F	FORD MTR CO DEL	4	3	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	7
	BLEND LABS INC	4	3	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	7
4945SC	Kinder Morgan	6	6	0.54%	0.61%	0.72%	Q2 2013	Q3 2014	6
NEAR	ISHARES U S ETF TR	3	3	0.42%	0.48%	0.53%	Q1 2022	Q3 2023	6
IEF	ISHARES TR	5	1	0.16%	0.26%	0.58%	Q3 2021	Q1 2023	6
IUSB	ISHARES TR	3	3	0.09%	0.25%	0.29%	Q1 2022	Q3 2023	6
HYG	ISHARES TR	3	1	0.07%	0.22%	0.33%	Q4 2021	Q3 2023	6
TFI	SPDR SER TR	3	3	0.08%	0.21%	0.30%	Q1 2022	Q3 2023	6
IEUR	ISHARES TR	3	3	0.08%	0.19%	0.40%	Q1 2022	Q3 2023	6
MTW	Manitowoc	6	6	0.07%	0.17%	0.32%	Q1 2014	Q2 2015	6
MLPA	GLOBAL X FDS	3	3	0.07%	0.16%	0.23%	Q1 2022	Q3 2023	6
EMB	ISHARES TR	3	3	0.10%	0.14%	0.25%	Q4 2021	Q3 2023	6
PXE	Powershares Energy	6	6	0.08%	0.10%	0.12%	Q2 2013	Q3 2014	6
GILD	Gilead Sciences	6	6	0.06%	0.09%	0.15%	Q3 2016	Q4 2017	6
IUSG	iShares Core US	6	6	0.07%	0.09%	0.10%	Q1 2016	Q2 2017	6
NGLS	Targa Res	6	6	0.06%	0.08%	0.10%	Q4 2013	Q1 2015	6
CAKE	CheesecakeFactory	3	1	0.07%	0.08%	0.08%	Q1 2014	Q3 2016	6
AET	Aetna	6	6	0.06%	0.08%	0.09%	Q2 2017	Q3 2018	6
ALK	Alaska Air Group	3	3	0.06%	0.08%	0.09%	Q3 2015	Q2 2017	6
SHY	ISHARES TR	3	3	0.02%	0.07%	0.12%	Q4 2021	Q3 2023	6
	Air Products	6	6	0.06%	0.07%	0.08%	Q3 2018	Q4 2019	6
VCIT	VANGUARD SCOTTSDALE FDS	3	1	0.04%	0.07%	0.09%	Q4 2021	Q3 2023	6
DFAC	DIMENSIONAL ETF TRUST	3	3	0.05%	0.05%	0.05%	Q1 2022	Q3 2023	6
KSU	KANSAS CITY SOUTHERN	5	1	0.04%	0.05%	0.06%	Q4 2019	Q3 2021	6
SB	Safe Bulkers	6	6	0.03%	0.05%	0.07%	Q2 2013	Q3 2014	6
MBI	MBIA	6	6	0.02%	0.05%	0.09%	Q3 2018	Q4 2019	6
XAR	SPDR SER TR	3	3	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	6
UNH	UNITEDHEALTH GROUP INC	4	1	0.03%	0.03%	0.04%	Q2 2021	Q3 2023	6
ADI	ANALOG DEVICES INC	3	3	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	6
	CONSTELLATION ENERGY CORP	3	3	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	6
DD	DUPONT DE NEMOURS INC	3	1	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	6
VOOV	VANGUARD ADMIRAL FDS INC	3	2	0.73%	1.22%	2.94%	Q2 2022	Q3 2023	5
HEFA	ISHARES TR	4	1	0.15%	0.61%	0.94%	Q4 2021	Q1 2023	5
LQD	ISHARES TR	3	2	0.28%	0.59%	0.76%	Q2 2022	Q3 2023	5
FDO	Family Dollar	5	5	0.18%	0.27%	0.33%	Q2 2013	Q2 2014	5
LDUR	PIMCO ETF TR	3	1	0.13%	0.22%	0.39%	Q1 2022	Q3 2023	5
ACWV	ISHARES INC	3	2	0.14%	0.21%	0.31%	Q2 2022	Q3 2023	5
PCG	PG&E Corp	5	5	0.18%	0.20%	0.22%	Q3 2016	Q3 2017	5
POT	Potash	5	5	0.09%	0.16%	0.25%	Q2 2013	Q2 2014	5
SPG	Simon Ppty Grp	4	1	0.07%	0.15%	0.19%	Q2 2013	Q3 2016	5
SPTI	SPDR SER TR	4	1	0.03%	0.15%	0.27%	Q4 2021	Q1 2023	5
3101SC	CommonWealth Reit	5	5	0.13%	0.14%	0.15%	Q2 2013	Q2 2014	5
SPEM	SPDR INDEX SHS FDS	3	2	0.06%	0.13%	0.17%	Q2 2022	Q3 2023	5
USIG	ISHARES TR	3	2	0.06%	0.11%	0.18%	Q2 2022	Q3 2023	5
GOOG	Google Cl C	5	5	0.09%	0.11%	0.12%	Q2 2014	Q2 2015	5
AOR	ISHARES TR	3	2	0.03%	0.10%	0.14%	Q2 2022	Q3 2023	5
EOG	EOG Res	5	5	0.08%	0.10%	0.12%	Q4 2013	Q4 2014	5
M	Macys	5	5	0.08%	0.09%	0.11%	Q2 2014	Q2 2015	5
NBL	Noble Enery	5	5	0.08%	0.09%	0.10%	Q3 2013	Q3 2014	5
CLF	Cliffs Natural	5	5	0.04%	0.09%	0.11%	Q3 2013	Q3 2014	5
IHI	ISHARES TR	4	1	0.02%	0.08%	0.17%	Q3 2021	Q2 2023	5
SHM	SPDR SER TR	3	2	0.06%	0.08%	0.11%	Q4 2019	Q2 2022	5
HSIC	Shein Henry	3	2	0.06%	0.07%	0.09%	Q2 2016	Q3 2017	5
	Time Warner	4	1	0.06%	0.07%	0.08%	Q4 2016	Q1 2018	5
CAH	Cardinal Health	3	1	0.05%	0.07%	0.08%	Q4 2014	Q3 2018	5
SHOP	SHOPIFY INC	5	5	0.06%	0.06%	0.07%	Q2 2020	Q2 2021	5
HYD	VANECK ETF TRUST	3	2	0.04%	0.06%	0.08%	Q4 2021	Q3 2023	5
FTV	Fortive Group	5	5	0.05%	0.06%	0.06%	Q3 2017	Q3 2018	5
PTON	PELOTON INTERACTIVE INC	5	5	0.03%	0.06%	0.08%	Q2 2020	Q2 2021	5
SPSB	SPDR SER TR	3	2	0.04%	0.05%	0.05%	Q2 2022	Q3 2023	5
DJP	BARCLAYS BANK PLC	5	5	0.03%	0.05%	0.07%	Q3 2021	Q3 2022	5
SMMU	PIMCO ETF TR	3	2	0.03%	0.05%	0.06%	Q2 2022	Q3 2023	5
TMUS	T-MOBILE US INC	3	2	0.03%	0.04%	0.05%	Q2 2022	Q3 2023	5
DLN	WISDOMTREE TR	3	2	0.03%	0.04%	0.04%	Q2 2022	Q3 2023	5
CP	CANADIAN PAC RY LTD	4	1	0.03%	0.03%	0.04%	Q4 2021	Q1 2023	5
TSCO	TRACTOR SUPPLY CO	3	2	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	5
COMB	GRANITESHARES ETF TR	4	4	0.05%	0.17%	0.43%	Q3 2021	Q2 2022	4
GOVT	ISHARES TR	3	1	0.09%	0.16%	0.22%	Q1 2022	Q1 2023	4
MUNI	PIMCO ETF TR	3	1	0.04%	0.15%	0.28%	Q1 2022	Q3 2023	4
UA	Under Armour	4	4	0.06%	0.14%	0.21%	Q2 2016	Q1 2017	4
EZU	ISHARES INC	4	4	0.04%	0.14%	0.32%	Q3 2021	Q2 2022	4
DBEF	DBX ETF TR	4	4	0.04%	0.14%	0.29%	Q4 2021	Q3 2022	4
COH	Coach Inc	4	4	0.09%	0.13%	0.16%	Q2 2013	Q1 2014	4
ITC	ITC Holdings	4	4	0.09%	0.10%	0.10%	Q2 2013	Q1 2014	4
	Air Products	2	2	0.06%	0.10%	0.17%	Q1 2015	Q2 2020	4
AAP	Advance Auto Parts	4	4	0.08%	0.09%	0.10%	Q1 2014	Q4 2014	4
PGX	PowerShares Preferred	4	4	0.07%	0.08%	0.10%	Q4 2016	Q3 2017	4
WPZ	Williams Ptrs	3	1	0.06%	0.07%	0.08%	Q1 2014	Q1 2015	4
SYK	STRYKER CORPORATION	2	2	0.05%	0.05%	0.06%	Q3 2019	Q3 2020	4
NVDA	NVIDIA CORPORATION	3	1	0.03%	0.04%	0.05%	Q2 2021	Q3 2023	4
	GENERAL ELECTRIC CO	4	4	0.03%	0.04%	0.06%	Q3 2021	Q2 2022	4
TJX	TJX COS INC NEW	4	4	0.04%	0.04%	0.04%	Q4 2021	Q3 2022	4
XBI	SPDR SER TR	4	4	0.03%	0.04%	0.04%	Q4 2020	Q3 2021	4
EFV	ISHARES TR	3	1	0.03%	0.03%	0.04%	Q1 2022	Q1 2023	4
EQIX	EQUINIX INC	3	1	0.03%	0.03%	0.04%	Q4 2020	Q4 2021	4
O	REALTY INCOME CORP	2	1	0.02%	0.03%	0.03%	Q4 2021	Q1 2023	4
PSHG	Performance Shipping	4	4	0.00%	0.02%	0.03%	Q1 2019	Q4 2019	4
AGEN	AGENUS INC	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
	iShares Core S&P US Stock	3	3	0.74%	0.79%	0.88%	Q4 2015	Q2 2016	3
SPGP	INVESCO EXCHANGE TRADE...	3	3	0.41%	0.53%	0.68%	Q1 2023	Q3 2023	3
RIG	Transocean	3	3	0.25%	0.31%	0.38%	Q1 2014	Q3 2014	3
JMBS	JANUS DETROIT STR TR	3	3	0.03%	0.19%	0.40%	Q3 2021	Q1 2022	3
URTH	ISHARES INC	3	3	0.18%	0.18%	0.19%	Q1 2023	Q3 2023	3
BRKA	BerkshireHathaway Cl-A	3	3	0.11%	0.18%	0.22%	Q4 2013	Q2 2014	3
FMB	FIRST TR EXCH TRADED F...	3	3	0.05%	0.16%	0.24%	Q3 2021	Q1 2022	3
BILS	SPDR SER TR	3	3	0.12%	0.13%	0.16%	Q1 2023	Q3 2023	3
EWJ	ISHARES INC	3	3	0.03%	0.13%	0.28%	Q3 2021	Q1 2022	3
CCK	Crown Holdings	3	3	0.12%	0.13%	0.13%	Q2 2013	Q4 2013	3
FLGB	FRANKLIN TEMPLETON ETF TR	3	3	0.04%	0.13%	0.21%	Q3 2021	Q1 2022	3
LEMB	ISHARES INC	3	3	0.04%	0.12%	0.15%	Q1 2023	Q3 2023	3
KBE	SPDR SER TR	3	3	0.03%	0.11%	0.23%	Q3 2021	Q1 2022	3
SRLN	SSGA ACTIVE ETF TR	3	3	0.03%	0.11%	0.26%	Q3 2021	Q1 2022	3
VGLT	VANGUARD SCOTTSDALE FDS	3	3	0.10%	0.11%	0.11%	Q1 2023	Q3 2023	3
FLRN	SPDR SER TR	3	3	0.04%	0.10%	0.20%	Q1 2023	Q3 2023	3
BWP	Boardwalk Pipeline	3	3	0.08%	0.09%	0.10%	Q2 2013	Q4 2013	3
NE	Noble Corp	3	3	0.08%	0.09%	0.10%	Q4 2013	Q2 2014	3
OKS	Oneok Partners	2	1	0.08%	0.09%	0.10%	Q2 2013	Q2 2015	3
EPP	ISHARES INC	3	3	0.03%	0.09%	0.15%	Q3 2021	Q1 2022	3
JNK	SPDR SER TR	2	1	0.05%	0.08%	0.14%	Q3 2022	Q2 2023	3
HPE	Hewlett Packard Ent	3	3	0.08%	0.08%	0.08%	Q3 2016	Q1 2017	3
BK	Bank of NY Mellon	3	3	0.06%	0.07%	0.08%	Q3 2018	Q1 2019	3
ESRX	Express Scripts	3	3	0.06%	0.06%	0.07%	Q1 2018	Q3 2018	3
	iShares S&P 500 Grwth	3	3	0.05%	0.05%	0.05%	Q1 2019	Q3 2019	3
ITA	Ishares US Aer Def	2	1	0.04%	0.05%	0.05%	Q3 2018	Q4 2019	3
ISTB	ISHARES TR	2	1	0.03%	0.04%	0.05%	Q4 2021	Q3 2022	3
RACE	FERRARI N V	3	3	0.03%	0.04%	0.04%	Q1 2023	Q3 2023	3
IYH	ISHARES TR	3	3	0.03%	0.03%	0.04%	Q1 2022	Q3 2022	3
EXR	EXTRA SPACE STORAGE INC	3	3	0.03%	0.03%	0.03%	Q2 2021	Q4 2021	3
ODP	Office Depot	2	2	0.02%	4.89%	9.77%	Q3 2018	Q4 2018	2
SCHQ	SCHWAB STRATEGIC TR	2	2	0.18%	0.19%	0.20%	Q2 2023	Q3 2023	2
EWG	ISHARES INC	2	2	0.15%	0.18%	0.21%	Q3 2021	Q4 2021	2
GLDM	WORLD GOLD TR	2	2	0.07%	0.15%	0.23%	Q3 2021	Q4 2021	2
FGPRQ	Ferrellgas	2	2	0.11%	0.11%	0.11%	Q3 2013	Q4 2013	2
	Mercadolibre	2	2	0.07%	0.11%	0.15%	Q1 2020	Q2 2020	2
HAL	Halliburton	2	2	0.10%	0.11%	0.12%	Q2 2014	Q3 2014	2
TMST	Timkensteel	2	2	0.08%	0.09%	0.10%	Q3 2014	Q4 2014	2
EVEPQ	EV Energy Partners	2	2	0.08%	0.09%	0.10%	Q2 2014	Q3 2014	2
CCL	Carnival Corp	2	2	0.08%	0.08%	0.08%	Q1 2017	Q2 2017	2
VBR	Vanguard Sm Cap Val	2	2	0.07%	0.08%	0.08%	Q3 2015	Q4 2015	2
TRNS	Transcat	2	2	0.07%	0.08%	0.09%	Q3 2018	Q4 2018	2
PEJ	INVESCO EXCHANGE TRADE...	2	2	0.04%	0.08%	0.12%	Q3 2021	Q4 2021	2
PBI	Pitney Bowes	1	1	0.07%	0.08%	0.08%	Q2 2013	Q2 2014	2
SCHI	SCHWAB STRATEGIC TR	2	2	0.06%	0.07%	0.08%	Q2 2023	Q3 2023	2
BP	BP PLC	2	2	0.06%	0.06%	0.06%	Q2 2018	Q3 2018	2
FLJP	FRANKLIN TEMPLETON ETF TR	2	2	0.04%	0.05%	0.06%	Q3 2021	Q4 2021	2
PCY	INVESCO EXCH TRADED FD...	2	2	0.04%	0.05%	0.06%	Q1 2022	Q2 2022	2
HPQ	HP INC	2	2	0.04%	0.04%	0.04%	Q4 2020	Q1 2021	2
PBT	Permian Basin	2	2	0.03%	0.04%	0.05%	Q3 2018	Q4 2018	2
	CANADIAN PACIFIC KANSA...	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
RH	RH	2	2	0.03%	0.03%	0.03%	Q2 2021	Q3 2021	2
NXPI	NXP SEMICONDUCTORS N V	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
NTR	NUTRIEN LTD	1	1	0.03%	0.03%	0.03%	Q1 2022	Q3 2022	2
MN	Manning & Napier	2	2	0.01%	0.03%	0.05%	Q3 2018	Q4 2018	2
AMP	AMERIPRISE FINL INC	2	2	0.02%	0.03%	0.03%	Q2 2023	Q3 2023	2
CHIQ	GLOBAL X FDS	1	1	0.02%	0.02%	0.03%	Q3 2021	Q3 2023	2
VYMI	VANGUARD WHITEHALL FDS	1	1	0.44%	0.44%	0.44%	Q2 2022	Q2 2022	1
IAU	ISHARES GOLD TR	1	1	0.37%	0.37%	0.37%	Q1 2021	Q1 2021	1
IEI	ISHARES TR	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
RSP	INVESCO EXCHANGE TRADE...	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
	CAPITAL GRP FIXED INCM...	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
GNMA	ISHARES TR	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
BPK	Blackrock Muni 2018	1	1	0.14%	0.14%	0.14%	Q3 2018	Q3 2018	1
JAAA	JANUS DETROIT STR TR	1	1	0.13%	0.13%	0.13%	Q3 2021	Q3 2021	1
JPST	J P MORGAN EXCHANGE-TR...	1	1	0.13%	0.13%	0.13%	Q3 2021	Q3 2021	1
BLL	BALL CORP	1	1	0.12%	0.12%	0.12%	Q1 2021	Q1 2021	1
SPH	Suburban Propane	1	1	0.12%	0.12%	0.12%	Q2 2013	Q2 2013	1
PFF	iShares US Pfd Stk	1	1	0.12%	0.12%	0.12%	Q3 2016	Q3 2016	1
XTEX	Crosstex Energy	1	1	0.11%	0.11%	0.11%	Q2 2013	Q2 2013	1
LUMN	CenturyLink	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
WRE	Washington REIT	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
SGY	Stone Energy	1	1	0.10%	0.10%	0.10%	Q4 2013	Q4 2013	1
	Powershares Dynamic So...	1	1	0.10%	0.10%	0.10%	Q3 2013	Q3 2013	1
	Intuit	1	1	0.09%	0.09%	0.09%	Q2 2016	Q2 2016	1
	Churchhill Downs	1	1	0.09%	0.09%	0.09%	Q1 2017	Q1 2017	1
PCP	Precision Castparts	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
IGIB	iShares Barclays Interm	1	1	0.08%	0.08%	0.08%	Q1 2014	Q1 2014	1
ENLK	Enlink Mdstrm LP	1	1	0.08%	0.08%	0.08%	Q4 2014	Q4 2014	1
TWX	Time Warner	1	1	0.07%	0.07%	0.07%	Q1 2017	Q1 2017	1
	Fidelity Total Bond	1	1	0.07%	0.07%	0.07%	Q1 2020	Q1 2020	1
HBI	Hanesbrands	1	1	0.07%	0.07%	0.07%	Q3 2016	Q3 2016	1
AXON	Axon Enterprises	1	1	0.07%	0.07%	0.07%	Q3 2018	Q3 2018	1
	Pimco Active Bond	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
BJZ	Blackrock CA Muni	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
BPT	BP Prudhoe Bay	1	1	0.05%	0.05%	0.05%	Q3 2018	Q3 2018	1
IFF	Intl Flavor	1	1	0.05%	0.05%	0.05%	Q2 2019	Q2 2019	1
	WORLD GOLD TR	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
EFG	ISHARES TR	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
IGSB	ISHARES TR	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
GDX	VANECK ETF TRUST	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
KMX	CARMAX INC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
IGOV	ISHARES TR	1	1	0.03%	0.03%	0.03%	Q1 2023	Q1 2023	1
IYJ	ISHARES TR	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
	CAPITAL GROUP GBL GROW...	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
DAL	DELTA AIR LINES INC DEL	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
MRVL	MARVELL TECHNOLOGY INC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
QMCO	Quantum Corp	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
IWB	ISHARES TR	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
KEYS	KEYSIGHT TECHNOLOGIES INC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
ESGD	ISHARES TR	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
SJT	San Juan Basin	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
	SCHWAB CHARLES FAMILY FD	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
PFMT	Performant Finl	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
PSHG	PERFORMANCE SHIPPING INC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
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The securities at the top of the list , including Vngrd InfoTech, Vngrd Total Stk, and Vngrd Health, are the highest-conviction holdings of WBH ADVISORY INC.

The conviction is calculated by counting the number of quarters a security has been reported by WBH ADVISORY INC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that WBH ADVISORY INC owns currently or has owned in the past.