762 is the total number of securities BOK Financial Private Wealth, Inc. has owned. The longest BOK Financial Private Wealth, Inc. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 42 | 42 | 4.55% | 9.42% | 17.27% | Q2 2013 | Q3 2023 | 42 |
VEA | VANGUARD TAX-MANAGED I... | 42 | 42 | 2.95% | 6.64% | 16.17% | Q2 2013 | Q3 2023 | 42 |
IWB | ISHARES TR | 42 | 42 | 2.08% | 5.34% | 9.02% | Q2 2013 | Q3 2023 | 42 |
VNQ | Vanguard REIT Index Fund | 42 | 42 | 0.11% | 4.69% | 7.45% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES TR | 42 | 42 | 0.49% | 2.50% | 6.32% | Q2 2013 | Q3 2023 | 42 |
VB | Vanguard Small-Cap Ind... | 42 | 42 | 0.94% | 2.32% | 4.37% | Q2 2013 | Q3 2023 | 42 |
VWO | VANGUARD INTL EQUITY I... | 42 | 42 | 0.42% | 1.84% | 4.21% | Q2 2013 | Q3 2023 | 42 |
IWM | ISHARES TR | 42 | 42 | 0.25% | 0.89% | 1.74% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 42 | 42 | 0.14% | 0.80% | 2.14% | Q2 2013 | Q3 2023 | 42 |
EEM | ISHARES TR | 42 | 42 | 0.00% | 0.65% | 1.28% | Q2 2013 | Q3 2023 | 42 |
SCZ | ISHARES TR | 42 | 42 | 0.02% | 0.46% | 1.55% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.06% | 0.37% | 0.99% | Q2 2013 | Q3 2023 | 42 |
SCHF | Schwab Strategic Trust | 42 | 42 | 0.06% | 0.35% | 1.11% | Q2 2013 | Q3 2023 | 42 |
SCHX | SCHWAB US LARGE-CAP ETF | 42 | 42 | 0.09% | 0.31% | 0.67% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.04% | 0.28% | 1.18% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR S&P 500 ETF TRUST | 42 | 42 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GLD | SPDR GOLD TRUST | 42 | 42 | 0.03% | 0.14% | 0.52% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SCHA | SCHWAB US SMALL-CAP ETF | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 41 | 41 | 0.12% | 0.54% | 1.62% | Q3 2013 | Q3 2023 | 41 |
BRKB | BERKSHIRE HATHAWAY INC... | 30 | 11 | 0.14% | 0.45% | 1.60% | Q2 2013 | Q3 2023 | 41 |
XOM | EXXON MOBIL CORP | 29 | 12 | 0.03% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 41 |
T | AT&T INC | 21 | 20 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 41 |
KO | COCA-COLA CO/THE | 41 | 41 | 0.03% | 0.09% | 0.16% | Q3 2013 | Q3 2023 | 41 |
QUAL | ISHARES TR | 40 | 40 | 1.80% | 9.18% | 17.79% | Q4 2013 | Q3 2023 | 40 |
VOO | VANGUARD S&P 500 ETF | 40 | 40 | 3.44% | 6.38% | 12.97% | Q4 2013 | Q3 2023 | 40 |
IYR | ISHARES US REAL ESTATE... | 33 | 1 | 0.01% | 0.22% | 0.46% | Q2 2013 | Q3 2023 | 40 |
BRKA | BERKSHIRE HATHAWAY INC... | 27 | 2 | 0.03% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 40 |
SCHE | SCHWAB STRATEGIC TR | 34 | 6 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 40 |
IEMG | ISHARES INC | 39 | 39 | 0.06% | 3.43% | 8.01% | Q1 2014 | Q3 2023 | 39 |
SCHH | SCHWAB US REIT ETF | 39 | 39 | 0.01% | 0.25% | 1.07% | Q1 2014 | Q3 2023 | 39 |
VZ | VERIZON COMMUNICATIONS... | 20 | 19 | 0.00% | 0.13% | 0.75% | Q3 2013 | Q3 2023 | 39 |
PG | PROCTER & GAMBLE CO/THE | 20 | 7 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 39 |
INTC | INTEL CORP | 38 | 38 | 0.00% | 0.06% | 0.14% | Q2 2014 | Q3 2023 | 38 |
VBR | VANGUARD SMALL-CAP VAL... | 32 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 38 |
IWV | ISHARES TR | 25 | 11 | 0.02% | 0.25% | 1.49% | Q2 2013 | Q3 2023 | 36 |
DBEF | Xtrackers MSCI EAFE He... | 35 | 35 | 0.19% | 5.42% | 11.62% | Q1 2015 | Q3 2023 | 35 |
WFC | WELLS FARGO CO NEW | 20 | 4 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 35 |
HD | HOME DEPOT INC | 34 | 34 | 0.03% | 0.08% | 0.33% | Q2 2015 | Q3 2023 | 34 |
IWS | ISHARES TR | 28 | 6 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 34 |
UNP | UNION PACIFIC CORP | 17 | 16 | 0.06% | 4.78% | 11.72% | Q2 2013 | Q3 2023 | 33 |
HEFA | ISHARES TR | 33 | 33 | 0.16% | 1.57% | 5.00% | Q3 2015 | Q3 2023 | 33 |
IEFA | ISHARES TR | 30 | 3 | 0.09% | 0.78% | 3.87% | Q4 2014 | Q3 2023 | 33 |
PEP | PEPSICO INC | 20 | 6 | 0.03% | 0.19% | 0.54% | Q3 2013 | Q3 2023 | 33 |
USB | US BANCORP DEL | 20 | 1 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 33 |
BMY | BRISTOL-MYERS SQUIBB CO | 19 | 14 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 33 |
IBM | INTL BUSINESS MACHINES... | 20 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 33 |
DIS | WALT DISNEY CO/THE | 18 | 1 | 0.03% | 0.19% | 0.66% | Q4 2013 | Q3 2023 | 31 |
VGK | VANGUARD INTL EQUITY I... | 25 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 31 |
IJH | ISHARES TR | 30 | 30 | 0.06% | 4.09% | 11.10% | Q2 2016 | Q3 2023 | 30 |
VTV | Vanguard Value Index Fund | 18 | 12 | 0.05% | 2.50% | 6.87% | Q2 2013 | Q3 2023 | 30 |
IJR | ISHARES TR | 30 | 30 | 0.19% | 1.14% | 2.39% | Q2 2016 | Q3 2023 | 30 |
AMZN | AMAZON.COM INC | 30 | 30 | 0.03% | 0.58% | 1.55% | Q2 2016 | Q3 2023 | 30 |
IVE | ISHARES TR | 30 | 30 | 0.05% | 0.30% | 1.76% | Q2 2016 | Q3 2023 | 30 |
CFR | CULLEN/FROST BANKERS INC | 30 | 30 | 0.01% | 0.27% | 0.60% | Q2 2016 | Q3 2023 | 30 |
SCHC | Schwab US Large Cap Etf | 30 | 30 | 0.03% | 0.15% | 0.80% | Q2 2013 | Q3 2020 | 30 |
IWF | Ishares Trust Russell ... | 30 | 30 | 0.08% | 0.15% | 0.28% | Q2 2016 | Q3 2023 | 30 |
HIG | HARTFORD FINL SVCS GRO... | 30 | 30 | 0.05% | 0.14% | 0.25% | Q2 2016 | Q3 2023 | 30 |
SCHD | SCHWAB US DVD EQUITY ETF | 30 | 30 | 0.06% | 0.13% | 0.20% | Q2 2016 | Q3 2023 | 30 |
BNDX | VANGUARD TOTAL INTL BO... | 30 | 30 | 0.03% | 0.13% | 0.44% | Q2 2016 | Q3 2023 | 30 |
DES | WisdomTree US SmallCap... | 30 | 30 | 0.04% | 0.12% | 0.57% | Q2 2016 | Q3 2023 | 30 |
CVX | CHEVRON CORP NEW | 19 | 1 | 0.02% | 0.08% | 0.48% | Q2 2013 | Q3 2023 | 30 |
DVY | Ishares Trust Dow Jone... | 30 | 30 | 0.03% | 0.08% | 0.15% | Q2 2016 | Q3 2023 | 30 |
WMT | WAL-MART STORES INC | 29 | 1 | 0.04% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 30 |
RWX | SPDR INDEX SHS FDS | 29 | 29 | 0.02% | 2.94% | 5.85% | Q2 2013 | Q2 2020 | 29 |
BSV | Vanguard Short-Term Bo... | 18 | 11 | 0.04% | 0.17% | 0.48% | Q2 2016 | Q3 2023 | 29 |
KMB | KIMBERLY-CLARK CORP | 23 | 6 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 29 |
IWD | Ishares Trust Russell | 28 | 28 | 0.05% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
MRK | MERCK & CO INC NEW | 20 | 1 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 28 |
ABBV | ABBVIE INC | 17 | 1 | 0.03% | 0.06% | 0.17% | Q4 2014 | Q3 2023 | 28 |
VUG | VANGUARD INDEX FDS | 26 | 1 | 0.03% | 4.61% | 9.07% | Q4 2014 | Q3 2023 | 27 |
IWC | ISHARES TR | 27 | 27 | 0.04% | 1.48% | 2.00% | Q2 2013 | Q4 2019 | 27 |
WPS | ISHARES TR | 27 | 27 | 0.02% | 0.40% | 0.79% | Q2 2013 | Q4 2019 | 27 |
MCD | MCDONALDS CORP | 20 | 1 | 0.03% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 27 |
MO | ALTRIA GROUP INC | 19 | 3 | 0.00% | 0.11% | 0.17% | Q3 2013 | Q2 2023 | 26 |
GE | GENERAL ELECTRIC CO | 18 | 2 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q2 2021 | 26 |
V | VISA INC-CLASS A SHARES | 14 | 5 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 26 |
BAC | BK OF AMERICA CORP | 12 | 3 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 26 |
VEU | VANGUARD INTL EQUITY I... | 25 | 25 | 0.05% | 0.45% | 1.68% | Q3 2017 | Q3 2023 | 25 |
AGG | ISHARES TR | 16 | 9 | 0.03% | 0.37% | 1.81% | Q2 2016 | Q3 2023 | 25 |
BND | Vanguard Total Bond Ma... | 16 | 9 | 0.04% | 0.32% | 0.89% | Q2 2016 | Q3 2023 | 25 |
ABT | ABBOTT LABS | 19 | 1 | 0.03% | 0.06% | 0.15% | Q3 2016 | Q3 2023 | 25 |
VPL | Vanguard MSCI Pacific ETF | 25 | 25 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 25 |
MTUM | ISHARES TR | 17 | 1 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q1 2023 | 25 |
EFG | ISHARES TR | 24 | 24 | 0.04% | 1.44% | 3.20% | Q4 2017 | Q3 2023 | 24 |
VSS | VANGUARD INTL EQUITY I... | 24 | 24 | 0.03% | 0.30% | 0.53% | Q2 2013 | Q1 2019 | 24 |
CSCO | CISCO SYSTEMS INC | 18 | 6 | 0.03% | 0.28% | 0.68% | Q3 2017 | Q3 2023 | 24 |
TIP | Ishares Trust United S... | 18 | 1 | 0.01% | 0.10% | 0.97% | Q1 2014 | Q3 2022 | 24 |
SCHZ | Schwab US Aggregate Bo... | 18 | 6 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 24 |
IVW | Ishares Trust S & P500... | 19 | 4 | 0.03% | 0.90% | 2.72% | Q4 2017 | Q3 2023 | 23 |
GOOGL | ALPHABET INC-CL A | 20 | 1 | 0.03% | 0.63% | 1.20% | Q3 2016 | Q3 2023 | 23 |
GOOG | ALPHABET INC-CL C | 20 | 3 | 0.02% | 0.08% | 0.25% | Q3 2016 | Q3 2023 | 23 |
CMCSA | COMCAST CORP NEW | 16 | 7 | 0.00% | 0.08% | 0.31% | Q3 2016 | Q1 2023 | 23 |
IWN | ISHARES TR | 15 | 2 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 23 |
USMV | ISHARES TR | 18 | 1 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 23 |
VGSH | Vanguard Short Term Tr... | 22 | 22 | 0.05% | 3.64% | 7.68% | Q2 2018 | Q3 2023 | 22 |
SPLV | PowerShares S&P 500 Lo... | 22 | 22 | 0.01% | 0.11% | 0.29% | Q2 2018 | Q3 2023 | 22 |
BDX | BECTON DICKINSON & CO | 14 | 8 | 0.03% | 0.06% | 0.08% | Q4 2014 | Q3 2023 | 22 |
CAT | CATERPILLAR INC DEL | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 22 |
XEL | XCEL ENERGY INC | 15 | 6 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 21 |
SCHB | SCHWAB US BROAD MARKET... | 20 | 20 | 0.34% | 0.94% | 2.94% | Q4 2018 | Q3 2023 | 20 |
MA | MASTERCARD INCORPORATED | 20 | 20 | 0.03% | 0.52% | 1.06% | Q4 2018 | Q3 2023 | 20 |
UNH | UNITEDHEALTH GROUP INC | 20 | 20 | 0.03% | 0.41% | 0.68% | Q4 2018 | Q3 2023 | 20 |
SCHO | SCHWAB STRATEGIC TR | 16 | 4 | 0.03% | 0.32% | 1.02% | Q2 2016 | Q1 2022 | 20 |
MMM | 3M CO | 19 | 1 | 0.00% | 0.11% | 0.30% | Q4 2017 | Q2 2023 | 20 |
VTHR | VANGUARD SCOTTSDALE FDS | 20 | 20 | 0.07% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 20 |
FB | META PLATFORMS INC-CLA... | 20 | 20 | 0.01% | 0.09% | 0.26% | Q4 2018 | Q3 2023 | 20 |
VOD | VODAFONE GROUP PLC-SP ADR | 15 | 5 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2023 | 20 |
TXN | TEXAS INSTRUMENTS INC | 19 | 19 | 0.00% | 0.10% | 0.25% | Q4 2018 | Q2 2023 | 19 |
EPD | ENTERPRISE PRODS PARTN... | 19 | 19 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q1 2018 | 19 |
SCHV | Schwab US Large-Cap Va... | 13 | 6 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 19 |
LBTYK | LIBERTY GLOBAL PLC- C | 6 | 2 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 19 |
GM | GENERAL MTRS CO | 7 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 19 |
MCK | MCKESSON CORP | 12 | 7 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 19 |
EFV | ISHARES TR | 15 | 3 | 0.04% | 1.21% | 2.40% | Q4 2015 | Q3 2023 | 18 |
SDY | SPDR S&P DIVIDEND ETF | 16 | 2 | 0.03% | 0.45% | 2.29% | Q1 2017 | Q3 2023 | 18 |
SPHD | PowerShares S&P 500 Hi... | 8 | 2 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 18 |
PRU | PRUDENTIAL FINL INC | 10 | 8 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 18 |
DTD | WISDOMTREE US TOTAL DI... | 10 | 2 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 18 |
VO | VANGUARD MID-CAP ETF | 16 | 1 | 0.02% | 2.83% | 4.25% | Q4 2016 | Q3 2023 | 17 |
TTC | TORO CO | 17 | 17 | 0.40% | 0.59% | 0.92% | Q2 2013 | Q2 2017 | 17 |
ACN | ACCENTURE PLC IRELAND | 11 | 2 | 0.03% | 0.43% | 0.79% | Q1 2019 | Q3 2023 | 17 |
NKE | NIKE INC -CL B | 17 | 17 | 0.03% | 0.14% | 0.33% | Q3 2019 | Q3 2023 | 17 |
C | CITIGROUP INC | 11 | 6 | 0.00% | 0.06% | 0.45% | Q4 2018 | Q3 2023 | 17 |
COBZ | COBIZ FINANCIAL INC | 17 | 17 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2017 | 17 |
COP | CONOCOPHILLIPS | 11 | 6 | 0.02% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 17 |
VOT | VANGUARD MID-CAP GROWT... | 13 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 17 |
COST | COSTCO WHSL CORP NEW | 16 | 16 | 0.41% | 0.52% | 0.77% | Q4 2019 | Q3 2023 | 16 |
VTI | VANGUARD TOTAL STOCK M... | 16 | 16 | 0.05% | 0.50% | 0.71% | Q4 2019 | Q3 2023 | 16 |
INTU | INTUIT INC | 16 | 16 | 0.34% | 0.48% | 0.65% | Q4 2019 | Q3 2023 | 16 |
AVGO | BROADCOM INC | 16 | 16 | 0.40% | 0.47% | 0.62% | Q4 2019 | Q3 2023 | 16 |
EW | EDWARDS LIFESCIENCES CORP | 16 | 16 | 0.20% | 0.46% | 0.98% | Q4 2019 | Q3 2023 | 16 |
TMO | THERMO FISHER SCIENTIF... | 16 | 16 | 0.28% | 0.43% | 0.54% | Q4 2019 | Q3 2023 | 16 |
LOW | LOWES COS INC | 16 | 16 | 0.22% | 0.40% | 0.56% | Q4 2019 | Q3 2023 | 16 |
ICE | INTERCONTINENTAL EXCHA... | 16 | 16 | 0.26% | 0.39% | 0.67% | Q4 2019 | Q3 2023 | 16 |
HON | HONEYWELL INTL INC | 16 | 16 | 0.22% | 0.37% | 0.67% | Q4 2019 | Q3 2023 | 16 |
ZTS | ZOETIS INC | 16 | 16 | 0.24% | 0.35% | 0.54% | Q4 2019 | Q3 2023 | 16 |
APH | AMPHENOL CORP NEW | 16 | 16 | 0.29% | 0.33% | 0.55% | Q4 2019 | Q3 2023 | 16 |
ECL | ECOLAB INC | 16 | 16 | 0.18% | 0.31% | 0.59% | Q4 2019 | Q3 2023 | 16 |
CI | THE CIGNA GROUP | 16 | 16 | 0.05% | 0.31% | 0.67% | Q4 2019 | Q3 2023 | 16 |
CHD | CHURCH & DWIGHT CO INC | 16 | 16 | 0.24% | 0.30% | 0.43% | Q4 2019 | Q3 2023 | 16 |
PXD | PIONEER NATURAL RESOUR... | 16 | 16 | 0.10% | 0.29% | 0.46% | Q4 2019 | Q3 2023 | 16 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 16 | 16 | 0.18% | 0.28% | 0.42% | Q4 2019 | Q3 2023 | 16 |
SBUX | STARBUCKS CORP | 16 | 16 | 0.17% | 0.27% | 0.41% | Q4 2019 | Q3 2023 | 16 |
BLK | BLACKROCK INC | 16 | 16 | 0.06% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 16 |
SHY | Ishares Trust Lehman 1... | 9 | 1 | 0.00% | 0.18% | 0.99% | Q2 2016 | Q1 2023 | 16 |
ORLY | OREILLY AUTOMOTIVE INC | 16 | 16 | 0.05% | 0.18% | 0.68% | Q4 2019 | Q3 2023 | 16 |
DLR | DIGITAL RLTY TR INC | 16 | 16 | 0.01% | 0.17% | 0.43% | Q4 2019 | Q3 2023 | 16 |
CCI | CROWN CASTLE INTL CORP... | 16 | 16 | 0.00% | 0.14% | 0.25% | Q4 2019 | Q3 2023 | 16 |
SCHP | Schwab Us Tips Etf | 15 | 1 | 0.04% | 0.10% | 0.34% | Q4 2014 | Q4 2018 | 16 |
MDLZ | MONDELEZ INTL INC | 16 | 16 | 0.00% | 0.10% | 0.35% | Q4 2019 | Q3 2023 | 16 |
WY | WEYERHAEUSER CO | 16 | 16 | 0.03% | 0.08% | 0.11% | Q1 2016 | Q4 2019 | 16 |
EL | LAUDER ESTEE COS INC | 16 | 16 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
DHS | WISDOMTREE US HIGH DIV... | 16 | 16 | 0.01% | 0.07% | 0.40% | Q4 2019 | Q3 2023 | 16 |
NVO | NOVO-NORDISK A/S-SPONS... | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
LLY | LILLY ELI & CO | 14 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 16 |
ORCL | ORACLE CORP | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CVS | CVS HEALTH CORP | 9 | 7 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2023 | 16 |
IWY | ISHARES TR | 14 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
DEM | WISDOMTREE TRUST | 9 | 6 | 0.03% | 1.31% | 4.74% | Q2 2013 | Q4 2018 | 15 |
RSP | INVESCO S&P 500 EQUAL ... | 15 | 15 | 0.21% | 0.51% | 1.78% | Q1 2020 | Q3 2023 | 15 |
MS | MORGAN STANLEY | 15 | 15 | 0.18% | 0.28% | 0.40% | Q1 2020 | Q3 2023 | 15 |
CRM | SALESFORCE INC | 15 | 15 | 0.02% | 0.16% | 0.39% | Q1 2020 | Q3 2023 | 15 |
REZ | ISHARES TR | 15 | 15 | 0.03% | 0.12% | 0.24% | Q2 2016 | Q4 2019 | 15 |
SYK | STRYKER CORPORATION | 12 | 3 | 0.01% | 0.12% | 0.50% | Q4 2019 | Q3 2023 | 15 |
NVDA | NVIDIA CORPORATION | 15 | 15 | 0.00% | 0.06% | 0.23% | Q1 2020 | Q3 2023 | 15 |
ACWV | ISHARES INC | 15 | 15 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q4 2019 | 15 |
TXT | TEXTRON INC | 15 | 15 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q2 2017 | 15 |
QQQ | Powershares Qqq Trust ... | 8 | 7 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 15 |
SCHM | SCHWAB US MID CAP ETF | 7 | 2 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 15 |
IAGG | ISHARES TR | 9 | 6 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 15 |
IQV | IQVIA HOLDINGS INC | 14 | 14 | 0.14% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 14 |
BRO | BROWN & BROWN INC | 14 | 14 | 0.13% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
BLL | BALL CORP | 14 | 14 | 0.09% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
FTV | FORTIVE CORP | 13 | 1 | 0.00% | 0.15% | 0.27% | Q1 2020 | Q3 2023 | 14 |
VYM | VANGUARD WHITEHALL FDS | 10 | 4 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q3 2023 | 14 |
IJS | ISHARES TR | 10 | 2 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q1 2020 | 14 |
EMR | EMERSON ELECTRIC CO | 12 | 1 | 0.01% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 14 |
VOOG | VANGUARD S&P 500 GROWT... | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
QCOM | QUALCOMM INC | 12 | 2 | 0.02% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 14 |
EOG | EOG RESOURCES INC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2022 | 14 |
VXUS | VANGUARD TOTAL INTL STOCK | 13 | 13 | 0.04% | 0.39% | 2.09% | Q3 2020 | Q3 2023 | 13 |
PANW | PALO ALTO NETWORKS INC | 13 | 13 | 0.21% | 0.34% | 0.49% | Q3 2020 | Q3 2023 | 13 |
FREL | FIDELITY REAL ESTATE ETF | 13 | 13 | 0.00% | 0.15% | 0.32% | Q4 2019 | Q4 2022 | 13 |
TSLA | TESLA INC | 13 | 13 | 0.00% | 0.07% | 0.25% | Q3 2020 | Q3 2023 | 13 |
AMGN | AMGEN INC | 10 | 1 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 13 |
IEV | ISHARES TR | 13 | 13 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2016 | 13 |
XLF | SELECT SECTOR SPDR TR | 7 | 6 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 13 |
XLK | TECHNOLOGY SELECT SECT... | 12 | 1 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 13 |
SCHW | SCHWAB CHARLES CORP | 11 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Phillips Edison Grocer... | 12 | 12 | 0.02% | 0.22% | 0.33% | Q3 2018 | Q2 2021 | 12 | |
GBIL | Goldman Sachs Treasury... | 9 | 1 | 0.00% | 0.15% | 0.26% | Q3 2017 | Q2 2023 | 12 |
IUSB | ISHARES TR | 12 | 12 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
ACWX | ISHARES TR | 6 | 6 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 12 |
DD | DUPONT DE NEMOURS INC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DOW | DOW INC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
IGSB | ISHARES TR | 11 | 1 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 12 |
KHC | KRAFT HEINZ CO | 11 | 1 | 0.00% | 0.04% | 0.06% | Q3 2015 | Q2 2022 | 12 |
CTVA | CORTEVA INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SYLD | CAMBRIA SHAREHOLDER YI... | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FAST | FASTENAL CO | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 12 |
ANTM | ELEVANCE HEALTH INC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 12 |
FRC | FIRST REPUBLIC BANK/CA | 8 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 12 |
SLB | SCHLUMBERGER LTD | 10 | 1 | 0.04% | 0.28% | 0.43% | Q2 2016 | Q3 2023 | 11 |
RTX | RTX CORPORATION | 10 | 1 | 0.02% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 11 |
PCL | PLUM CREEK TIMBER CO INC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2015 | 11 |
PFF | ISHARES TR | 6 | 5 | 0.00% | 0.08% | 0.20% | Q3 2020 | Q3 2023 | 11 |
HYLB | XTRACKERS USD HIGH YIE... | 8 | 3 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q4 2022 | 11 |
ADBE | ADOBE SYSTEMS INCORPOR... | 10 | 1 | 0.00% | 0.05% | 0.08% | Q1 2020 | Q1 2023 | 11 |
EXPE | EXPEDIA GROUP INC | 11 | 11 | 0.00% | 0.05% | 0.23% | Q1 2021 | Q3 2023 | 11 |
NOC | NORTHROP GRUMMAN CORP | 9 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2022 | 11 |
EZM | WISDOMTREE US MIDCAP FUND | 10 | 1 | 0.02% | 0.04% | 0.04% | Q2 2016 | Q4 2019 | 11 |
BBG | BARRETT BILL CORP | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2017 | 11 |
FFIN | FIRST FINL BANKSHARES INC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 11 |
DHR | DANAHER CORPORATION | 9 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 11 |
TECH | BIO-TECHNE CORP | 10 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2023 | 11 |
PM | PHILIP MORRIS INTL INC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 11 |
LNN | LINDSAY CORP | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
UPS | UNITED PARCEL SERVICE INC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2023 | 11 |
MDT | MEDTRONIC PLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
IJJ | ISHARES TR | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 11 |
XLV | SELECT SECTOR SPDR TR | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
DOV | DOVER CORP | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SPGI | S&P GLOBAL INC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMT | AMERICAN TOWER CORP NEW | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
CL | COLGATE-PALMOLIVE CO | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
FRTD | FORTITUDE GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
ICSH | ISHARES TR | 10 | 10 | 0.59% | 1.77% | 2.71% | Q2 2021 | Q3 2023 | 10 |
BA | BOEING CO/THE | 8 | 2 | 0.00% | 0.06% | 0.46% | Q3 2019 | Q3 2022 | 10 |
FTEC | FIDELITY MSCI INFO TEC... | 6 | 1 | 0.01% | 0.05% | 0.31% | Q4 2019 | Q3 2023 | 10 |
MHRCQ | MAGNUM HUNTER RES CORP... | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 10 |
LUMN | CENTURYLINK INC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2020 | 10 |
NFLX | NETFLIX INC | 9 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q1 2023 | 10 |
PYPL | PAYPAL HOLDINGS INC | 8 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q1 2023 | 10 |
DFUS | DIMENSIONAL US EQUITY ETF | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
DFAS | DIMENSIONAL US SMALL C... | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
EWJ | ISHARES | 10 | 10 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2016 | 10 |
GSLC | GOLDMAN SACHS ETF TR | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 10 |
VGT | VANGUARD WORLD FDS | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
AMAT | APPLIED MATLS INC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 10 |
ISRG | INTUITIVE SURGICAL INC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
MGA | MAGNA INTL INC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 10 |
GS | GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DUK | DUKE ENERGY CORP NEW | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
AXP | AMERICAN EXPRESS CO | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
COF | CAPITAL ONE FINL CORP | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 10 |
F | FORD MTR CO DEL | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
FIS | FIDELITY NATL INFORMAT... | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SWET | SOLAR WIND ENERGY TOWE... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
TMUS | T-MOBILE US INC | 9 | 9 | 0.11% | 0.20% | 0.27% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL INTERNATIO... | 9 | 9 | 0.04% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 9 | |
HYG | ISHARES TR | 5 | 1 | 0.01% | 0.09% | 0.19% | Q2 2016 | Q2 2022 | 9 |
TRV | TRAVELERS COS INC/THE | 7 | 2 | 0.00% | 0.07% | 0.38% | Q4 2019 | Q3 2023 | 9 |
ADP | AUTOMATIC DATA PROCESS... | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
ESRX | Express Scripts Holdin... | 9 | 9 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q2 2018 | 9 |
NUSC | NUVEEN ESG SMALL-CAP ETF | 7 | 2 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
MDY | SPDR S&P MIDCAP 400 ET... | 5 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 9 |
VONV | VANGUARD SCOTTSDALE FDS | 8 | 1 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 9 |
FLOW | SPX FLOW INC | 8 | 1 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2018 | 9 |
DE | DEERE & CO | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
IJT | ISHARES TR | 6 | 3 | 0.01% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 9 |
DIA | SPDR DOW JONES INDL AV... | 7 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 9 |
LMT | LOCKHEED MARTIN CORP | 8 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
IWR | ISHARES TR | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 9 |
ADI | ANALOG DEVICES INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CME | CME GROUP INC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
KR | KROGER CO | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 | |
TRX | TANZANIAN ROYALTY EXPL... | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 9 |
CBMC | CALYPTE BIOMEDICAL CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 9 |
TPYP | Tortoise North America... | 8 | 8 | 0.03% | 2.34% | 4.16% | Q2 2018 | Q1 2020 | 8 |
SPLV | POWERSHARES ETF TR II | 8 | 8 | 0.30% | 0.45% | 0.76% | Q2 2016 | Q1 2018 | 8 |
J | JACOBS ENGR GROUP INC | 8 | 8 | 0.17% | 0.24% | 0.28% | Q3 2020 | Q2 2022 | 8 |
XYL | XYLEM INC | 8 | 8 | 0.21% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
HRC | HILL-ROM HOLDINGS INC | 8 | 8 | 0.15% | 0.24% | 0.43% | Q4 2019 | Q3 2021 | 8 |
ITT | ITT INC | 8 | 8 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
SPHD | POWERSHARES ETF TR II | 8 | 8 | 0.14% | 0.16% | 0.17% | Q2 2016 | Q1 2018 | 8 |
RYN | RAYONIER INC | 8 | 8 | 0.07% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
SHM | SPDR SER TR | 8 | 8 | 0.10% | 0.14% | 0.19% | Q2 2016 | Q1 2018 | 8 |
LH | LABORATORY CRP OF AMER... | 8 | 8 | 0.00% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
LHX | L3HARRIS TECHNOLOGIES INC | 8 | 8 | 0.07% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
WM | WASTE MGMT INC DEL | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
VMC | VULCAN MATLS CO | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AMLP | ALPS ETF TR | 6 | 2 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q1 2020 | 8 |
SU | SUNCOR ENERGY INC NEW | 8 | 8 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q2 2017 | 8 |
MBB | ISHARES TR | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q1 2018 | 8 |
FCOM | FIDELITY MSCI COMMUNIC... | 6 | 1 | 0.00% | 0.04% | 0.19% | Q1 2020 | Q3 2023 | 8 |
FRFHF | Fairfax Financial Hold... | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
FHLC | FIDELITY HEALTH CARE ETF | 6 | 1 | 0.00% | 0.03% | 0.21% | Q1 2020 | Q3 2023 | 8 |
TGT | TARGET CORP | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
VEC | VECTRUS INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
YUM | YUM! BRANDS INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ESGU | ISHARES TR | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
LRGF | ISHARES TR | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UL | UNILEVER PLC-SPONSORED... | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PSX | PHILLIPS 66 | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NSC | NORFOLK SOUTHN CORP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
IWP | ISHARES TR | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 8 |
NTR | NUTRIEN LTD | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TFC | TRUIST FINL CORP | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 8 |
ACWI | ISHARES TR | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FENY | FIDELITY MSCI ENERGY ETF | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 8 |
MRO | MARATHON OIL CORP | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 8 |
AKTS | AKOUSTIS TECHNOLOGIES INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
RYAM | RAYONIER ADVANCED MATL... | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BATT | AMPLIFY LITHIUM BATTER... | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
BK | BANK OF NEW YORK MELLO... | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FDX | FEDEX CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
IAU | ISHARES GOLD TRUST | 7 | 7 | 0.19% | 3.38% | 4.21% | Q1 2022 | Q3 2023 | 7 |
FLOT | ISHARES TR | 7 | 7 | 0.24% | 0.26% | 0.27% | Q2 2016 | Q4 2017 | 7 |
AIG | AMERICAN INTL GROUP INC | 7 | 7 | 0.00% | 0.09% | 0.16% | Q4 2021 | Q2 2023 | 7 |
QQQ | POWERSHARES QQQ TRUST | 7 | 7 | 0.05% | 0.07% | 0.12% | Q3 2016 | Q1 2018 | 7 |
XLE | SELECT SECTOR SPDR TR | 7 | 7 | 0.01% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
AZN | ASTRAZENECA PLC-SPONS ADR | 7 | 7 | 0.00% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
FNCL | FIDELITY FINANCIALS ETF | 6 | 1 | 0.00% | 0.05% | 0.32% | Q1 2020 | Q3 2023 | 7 |
IEI | ISHARES TR | 6 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2023 | 7 |
NEE | NEXTERA ENERGY INC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 7 |
ESGE | ISHARES INC ISHARES ES... | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
VOE | VANGUARD MID-CAP VALUE... | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 7 |
VFC | VF CORP | 6 | 1 | 0.00% | 0.02% | 0.12% | Q3 2021 | Q3 2023 | 7 |
IJK | ISHARES TR | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2023 | 7 |
VOOV | VANGUARD S&P 500 VALUE... | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 7 |
SO | SOUTHERN CO/THE | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
LIT | GLOBAL X LITHIUM & BAT... | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
TEL | TE CONNECTIVITY LTD | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
GLW | CORNING INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VNT | VONTIER CORPORATION | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 7 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.41% | 0.42% | 0.45% | Q2 2022 | Q3 2023 | 6 | |
REET | ISHARES GLOBAL REIT ETF | 6 | 6 | 0.08% | 0.18% | 0.28% | Q4 2018 | Q1 2020 | 6 |
AEP | AMERICAN ELEC PWR CO INC | 6 | 6 | 0.00% | 0.14% | 0.21% | Q2 2022 | Q3 2023 | 6 |
VRTX | VERTEX PHARMACEUTICALS... | 4 | 2 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 6 |
COG | COTERRA ENERGY INC | 6 | 6 | 0.00% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 6 |
NULG | NUSHARES ETF TR | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
LVLT | LEVEL 3 COMMUNICATIONS... | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 6 |
IUSV | ISHARES TR | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2019 | 6 |
STZ | CONSTELLATION BRANDS I... | 5 | 1 | 0.00% | 0.04% | 0.21% | Q4 2019 | Q3 2023 | 6 |
AMJ | JPMORGAN CHASE & CO | 4 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q1 2017 | 6 |
AMD | ADVANCED MICRO DEVICES... | 5 | 1 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 6 |
SPXC | SPX CORP | 5 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 6 |
DANOY | DANONE-SPONS ADR | 5 | 1 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 6 |
NULV | NUSHARES ETF TR | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
GILD | GILEAD SCIENCES INC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 6 |
FISV | FISERV INC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
MU | MICRON TECHNOLOGY INC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 6 |
FDL | FIRST TR MORNINGSTAR D... | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VIG | VANGUARD SPECIALIZED F... | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DFAT | DIMENSIONAL ETF TRUST | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CC | CHEMOURS CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CARR | CARRIER GLOBAL CORPORA... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
STT | STATE STREET CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
RCRUY | RECRUIT HOLDINGS CO LT... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
BP | BP PLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IWX | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SHELL PLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
KBR | KBR INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WBA | WALGREENS BOOTS ALLIAN... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
YUMC | YUM CHINA HLDGS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
XLP | SELECT SECTOR SPDR TR | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PCN | PIMCO CORPORATE & INCM... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CLOU | GLOBAL X FDS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DGX | QUEST DIAGNOSTICS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SCHG | SCHWAB STRATEGIC TR | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EVT | EATON VANCE TAX ADVT D... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LW | LAMB WESTON HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PTC | PTC INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GTY | GETTY RLTY CORP NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ISCB | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CG | CARLYLE GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AVB | AVALONBAY CMNTYS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FE | FIRSTENERGY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HI | HILLENBRAND INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
IDNA | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DSL | DOUBLELINE INCOME SOLU... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HEES | H & E EQUIPMENT SERVIC... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CF | CF INDS HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MKC | MCCORMICK & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MDYG | SPDR SER TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VBK | VANGUARD INDEX FDS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SPHB | INVESCO EXCH TRADED FD... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALL | ALLSTATE CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IWO | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FEX | FIRST TR LRGE CP CORE ... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PHM | PULTE GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EMBECTA CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
IPG | INTERPUBLIC GROUP COS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS | UBS GROUP AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UTF | COHEN & STEERS INFRAST... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ZBH | ZIMMER BIOMET HOLDINGS... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FNDF | SCHWAB STRATEGIC TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WERN | WERNER ENTERPRISES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ISCG | ISHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VTRS | VIATRIS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OGN | ORGANON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IDA | IDACORP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NVT | NVENT ELECTRIC PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BABA | ALIBABA GROUP HLDG LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CIVITAS RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
AI | C3 AI INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DALN | DALLASNEWS CORPORATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SABR | SABRE CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
YOLO | ADVISORSHARES TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NVS | NOVARTIS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PML | PIMCO MUN INCOME FD II | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PETS | PETMED EXPRESS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ZIMVIE INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
VT | VANGUARD INTL EQUITY I... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DLTR | DOLLAR TREE INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CRSP | CRISPR THERAPEUTICS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CE | CELANESE CORP DEL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KYNDRYL HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
JACOBS SOLUTIONS INC | 5 | 5 | 0.22% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 | |
QAI | INDEXIQ ETF TR | 5 | 5 | 0.04% | 0.15% | 0.35% | Q2 2016 | Q2 2017 | 5 |
4945SC | KINDER MORGAN ENERGY P... | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q3 2014 | 5 |
CAH | CARDINAL HEALTH INC | 5 | 5 | 0.00% | 0.05% | 0.13% | Q3 2022 | Q3 2023 | 5 |
SEDG | SOLAREDGE TECHNOLOGIES... | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2019 | 5 |
LRCX | LAM RESEARCH CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
SPG | SIMON PROPERTY GROUP INC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 5 |
LVMUY | LVMH MOET HENNESSY-UNS... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
VMBS | VANGUARD SCOTTSDALE FDS | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2023 | 5 |
LIN | LINDE PLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
IUSG | ISHARES TR | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GSK PLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 | |
DCI | DONALDSON INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 5 |
CB | CHUBB LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
EXC | EXELON CORP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
XLU | SELECT SECTOR SPDR TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LUMN | LUMEN TECHNOLOGIES INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
ELY | TOPGOLF CALLAWAY BRAND... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HALEON PLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 | |
SPHY | SPDR SER TR | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ATDRY | AUTO TRADER GROUP-UNSP... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
HII | HUNTINGTON INGALLS IND... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LEN | LENNAR CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
LILAK | LIBERTY LATIN AMERICA LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MINT | PIMCO ETF TR | 4 | 4 | 0.36% | 0.39% | 0.42% | Q2 2016 | Q1 2017 | 4 |
GNL | GLOBAL NET LEASE INC | 2 | 2 | 0.06% | 0.20% | 0.36% | Q1 2017 | Q2 2020 | 4 |
SPR | SPIRIT AEROSYSTEMS HLD... | 4 | 4 | 0.06% | 0.09% | 0.11% | Q3 2016 | Q2 2017 | 4 |
NEM | NEWMONT CORP | 3 | 1 | 0.02% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 4 |
DFS | DISCOVER FINANCIAL SER... | 2 | 1 | 0.02% | 0.08% | 0.27% | Q4 2019 | Q1 2022 | 4 |
EFAV | ISHARES TR | 2 | 2 | 0.01% | 0.07% | 0.15% | Q2 2016 | Q3 2022 | 4 |
TDTT | FLEXSHARES TR | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q1 2018 | 4 |
AAP | ADVANCE AUTO PARTS INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2018 | 4 |
KRFT | KRAFT FOODS GROUP INC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q2 2015 | 4 |
SFPRA | STIFEL FINANCIAL CORP | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q2 2021 | 4 |
NOW | SERVICENOW INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
MMC | MARSH & MCLENNAN COS | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
MCO | MOODY'S CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
CHTR | CHARTER COMMUNICATIONS... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
ETN | EATON CORP PLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
PLD | PROLOGIS INC. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 4 |
PNC | PNC FINANCIAL SERVICES... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
ITW | ILLINOIS TOOL WORKS | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
IDXX | IDEXX LABORATORIES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
HUM | HUMANA INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
RHHBY | ROCHE HOLDINGS LTD-SPO... | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
ISTB | ISHARES TR | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 4 |
SJM | SMUCKER J M CO | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
FITB | FIFTH THIRD BANCORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
AMP | AMERIPRISE FINL INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 4 |
SUSA | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
UMC | UNITED MICROELECTRON-S... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SAN | BANCO SANTANDER SA-SPO... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
LYG | LLOYDS BANKING GROUP P... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
HAL | HALLIBURTON CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PWB | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WARNER BROS DISCOVERY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 | |
CAMBER ENERGY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 | |
JPST | JPMorgan Ultra Short I... | 2 | 1 | 0.00% | 0.77% | 1.24% | Q4 2018 | Q2 2022 | 3 |
MNST | MONSTER BEVERAGE CORP NEW | 3 | 3 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
LSI | LIFE STORAGE INC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
AFIN | American Finance Trust... | 3 | 3 | 0.02% | 0.09% | 0.19% | Q3 2018 | Q1 2019 | 3 |
DJP | BARCLAYS BK PLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2016 | Q4 2016 | 3 |
FIDU | FIDELITY INDUSTRIALS ETF | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q4 2021 | 3 |
IDLV | POWERSHARES ETF TR II | 2 | 1 | 0.03% | 0.07% | 0.09% | Q2 2016 | Q2 2017 | 3 |
USBPRP | US BANCORP | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 3 |
IGHG | PROSHARES TR | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
GSK | GSK PLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
GIS | GENERAL MLS INC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q1 2023 | 3 |
WFCPRX | WELLS FARGO & COMPANY | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
PAGP | PLAINS GP HLDGS L P | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
TSCO | TRACTOR SUPPLY CO | 3 | 3 | 0.00% | 0.02% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MRNA | MODERNA INC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 3 |
MUB | ISHARES NATIONAL MUNI ... | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 3 |
KLAC | KLA CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
SNPS | SYNOPSYS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ODFL | OLD DOMINION FREIGHT LINE | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ATAX | AMERICA FIRST MULTIFAM... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
BKNG | BOOKING HOLDINGS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
HCA | HCA HEALTHCARE INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
EQIX | EQUINIX INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
PGR | PROGRESSIVE CORP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
HPQ | HP INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
VCSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
PSA | PUBLIC STORAGE | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
JCI | JOHNSON CTLS INTL PLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
TSM | TAIWAN SEMICONDUCTOR-S... | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 3 |
SNY | SANOFI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
BKR | BAKER HUGHES COMPANY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EQL | ALPS ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SOXX | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JEF | JEFFERIES FINL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
EWMC | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OXY | OCCIDENTAL PETE CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
THO | THOR INDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KBWP | INVESCO EXCH TRADED FD... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EQR | EQUITY RESIDENTIAL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BOE | BLACKROCK ENHANCED GLO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IVC | INVACARE CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
VITESSE ENERGY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
VOO | VANGUARD INDEX FDS | 2 | 2 | 6.14% | 6.32% | 6.50% | Q2 2013 | Q3 2013 | 2 |
CAB | CABELAS INC | 2 | 2 | 3.28% | 4.09% | 4.89% | Q1 2017 | Q2 2017 | 2 |
LII | LENNOX INTERNATIONAL INC | 2 | 2 | 0.03% | 0.34% | 0.66% | Q4 2019 | Q1 2020 | 2 |
GNL | GLOBAL NET LEASE INC | 2 | 2 | 0.10% | 0.28% | 0.46% | Q3 2016 | Q4 2016 | 2 |
PHILLIPS EDISON GROCER... | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 | |
NSRGY | NESTLE SA-SPONS ADR | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
MLPN | CREDIT SUISSE NASSAU BRH | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
FDIS | FIDELITY COVINGTON TRUST | 1 | 1 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q4 2022 | 2 |
EELV | POWERSHARES ETF TR II | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
GSG | ISHARES S&P GSCI COMMO... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
PDP | POWERSHARES ETF TRUST | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 2 |
CPRS | CITIGROUP INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
PDP | PowerShares DWA Moment... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
VDE | VANGUARD WORLD FDS | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 2 |
BLD | TOPBUILD CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
PWCDF | POWER CORP OF CANADA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
CDNS | CADENCE DESIGN SYS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
REGN | REGENERON PHARMACEUTICALS | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CTSH | COGNIZANT TECH SOLUTIO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
AON | AON PLC-CLASS A | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
FCX | FREEPORT-MCMORAN INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
FTNT | FORTINET INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
GD | GENERAL DYNAMICS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
PAYX | PAYCHEX INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CSX | CSX CORP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ADSK | AUTODESK INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
CMI | CUMMINS INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2022 | 2 |
BAX | BAXTER INTL INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 2 |
HTH | HILLTOP HOLDINGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MKL | MARKEL GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TROW | T ROWE PRICE GROUP INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
BSX | BOSTON SCIENTIFIC CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
GSIE | GOLDMAN SACHS ETF TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
MAR | MARRIOTT INTL INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
FSTA | FIDELITY COVINGTON TRUST | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 2 |
HSY | HERSHEY CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CAG | CONAGRA BRANDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
TLT | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
HASHICORP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
OTIS | OTIS WORLDWIDE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MKCV | MCCORMICK & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EFT | EATON VANCE FLTING RAT... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MSM | MSC INDL DIRECT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CLM | CORNERSTONE STRATEGIC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
WSM | WILLIAMS SONOMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
USHY | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
JEPI | J P MORGAN EXCHANGE TR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FEDERAL RLTY INVT TR NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 | |
IMO | IMPERIAL OIL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
CII | BLACKROCK ENHANCD CAP ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PKG | PACKAGING CORP AMER | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
EXP | EAGLE MATLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
SWET | ATHLON ACQUISITION CORP-A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CAMBER ENERGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
OXYWS | OCCIDENTAL PETE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ACCENTURE PLC-CL A | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 | |
BKF | ISHARES MSCI BRIC ETF | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
Phillips Edison Grocer... | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2018 | Q3 2018 | 1 | |
NEW YORK CITY REIT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 | |
BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 | |
WFCPRL | WELLS FARGO CO NEW | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
EXR | EXTRA SPACE STORAGE INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
VFH | Vanguard Financials Etf | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
THR | THERMON GROUP HLDGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
BACPRL | BANK AMER CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
PDM | PIEDMONT OFFICE REALTY... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
XRLV | POWERSHARES ETF TR II | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
LILA | LIBERTY GLOBAL PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
HFC | HollyFrontier Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
GUNR | FLEXSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
KBH | KB HOME | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
KAI | Kadant Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BERKSHIRE HATHAWAY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 | |
WRLD | WORLD ACCEPTANCE CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
BERKSHIRE HATHAWAY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 | |
IYW | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WFCPRR | WELLS FARGO & COMPANY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
AMG | AFFILIATED MANAGERS GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
MEDTRONIC PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 | |
ITOT | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
CLNS | COLONY NORTHSTAR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
XLNX | XILINX INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
XLC | COMM SERV SELECT SECTO... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MPC | MARATHON PETROLEUM CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FRSX | FORESIGHT AUTONOMOUS H... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
BX | BLACKSTONE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TJX | TJX COMPANIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GNR | SPDR S&P GL NAT RESOURCES | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SHW | SHERWIN-WILLIAMS CO/THE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NUE | NUCOR CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
D | DOMINION ENERGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MET | METLIFE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BHP | BHP GROUP LTD-SPON ADR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
APD | AIR PRODUCTS & CHEMICA... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
INFO | IHS MARKIT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DG | DOLLAR GENERAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CFG | CITIZENS FINANCIAL GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ADM | ARCHER-DANIELS-MIDLAND CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SRE | SEMPRA ENERGY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CRBP | CORBUS PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
DVN | DEVON ENERGY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PCAR | PACCAR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ROP | ROPER TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LRLCY | L'OREAL-UNSPONSORED ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MTD | METTLER-TOLEDO INTERNA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CNC | CENTENE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MOAT | VANECK ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RFP | RESOLUTE FST PRODS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TGOPY | 3I GROUP PLC-UNSPON ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KAOOY | KAO CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
IEF | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SHV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
IGIB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CDK | CDK GLOBAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SPSM | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ARRY | ARRAY TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SWMAY | SWEDISH MATCH AB-UNSPO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BIL | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VTWG | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AKBTY | Akbank TAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SPTI | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MFG | MIZUHO FINANCIAL GROUP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NTNX | NUTANIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN BSP RLTY TR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 | |
MGV | VANGUARD WORLD FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MGK | VANGUARD WORLD FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MZDAY | MAZDA MOTOR CORP-UNSPO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SASR | SANDY SPRING BANCORP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ARKK | ARK ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
S | SENTINELONE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KGRN | KRANESHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LKQ | LKQ CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LQD | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IBDQ | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SHYG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IGT | INTERNATIONAL GAME TEC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARKW | ARK ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BSCO | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EMB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TAXF | AMERICAN CENTY ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ENPH | ENPHASE ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PATH | UIPATH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LTHM | LIVENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EUFN | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INTF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DGRO | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UDR | UDR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FNDX | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IHI | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DXCM | DEXCOM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOTZ | GLOBAL X FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IXUS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DBA | INVESCO DB MULTI-SECTO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOTL | SSGA ACTIVE ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RY | ROYAL BK CDA SUSTAINABL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RKT | ROCKET COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SAIA | SAIA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RIOT | RIOT PLATFORMS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CNI | CANADIAN NATL RY CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CRH | CRH PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FMAT | FIDELITY COVINGTON TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GIB | CGI INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CBOE | CBOE GLOBAL MKTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FNDE | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FNDC | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FNDA | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BPOP | POPULAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AFL | AFLAC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BDC | BELDEN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SLGN | SILGAN HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TLK | P T TELEKOMUNIKASI IND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CPK | CHESAPEAKE UTILS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SNA | SNAP ON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PH | PARKER-HANNIFIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PLTR | PALANTIR TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SONY | SONY GROUP CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SQ | BLOCK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PPG | PPG INDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STM | STMICROELECTRONICS N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYBT | STOCK YDS BANCORP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OMC | OMNICOM GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TFII | TFI INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FORTREA HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
OKTA | OKTA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TS | TENARIS S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INGR | INGREDION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XOGAQ | EXTRACTION OIL & GAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BIDU | BAIDU INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NGTF | NIGHTFOOD HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TWLO | TWILIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
UFPI | UFP INDUSTRIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FLEX | FLEX LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NXST | NEXSTAR MEDIA GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AZO | AUTOZONE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EVR | EVERCORE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NGL | NGL ENERGY PARTNERS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
UTHR | UNITED THERAPEUTICS CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VALE | VALE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VLO | VALERO ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GDX | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CRANE HLDGS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MATTERPORT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
DHI | D R HORTON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ICLN | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ENSG | ENSIGN GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DTM | DT MIDSTREAM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AMERICAN BATTERY TECHN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
EME | EMCOR GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ARE | ALEXANDRIA REAL ESTATE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ESI | ELEMENT SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VIPS | VIPSHOP HOLDINGS LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FANG | DIAMONDBACK ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EA | ELECTRONIC ARTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WLL | WHITING PETE CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AYI | ACUITY BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ASX | ASE TECHNOLOGY HLDG CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WKHS | WORKHORSE GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KT | KT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ITA | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMN | AMN HEALTHCARE SVCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EMN | EASTMAN CHEM CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACGL | ARCH CAP GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BTBT | BIT DIGITAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BG | BUNGE LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FN | FABRINET | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FERG | FERGUSON PLC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ICLR | ICON PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LINDE PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
PNR | PENTAIR PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GOVT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GIL | GILDAN ACTIVEWEAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INMD | INMODE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
E | ENI S P A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD TAX-MANAGED INTL FD, and ISHARES TR, are the highest-conviction holdings of BOK Financial Private Wealth, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by BOK Financial Private Wealth, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BOK Financial Private Wealth, Inc. owns currently or has owned in the past.