411 is the total number of securities Acropolis Investment Management, LLC has owned. The longest Acropolis Investment Management, LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IJH | ISHARES TR | 42 | 42 | 5.86% | 11.53% | 15.30% | Q2 2013 | Q3 2023 | 42 |
BND | VANGUARD BD INDEX FD INC | 42 | 42 | 8.13% | 11.29% | 13.87% | Q2 2013 | Q3 2023 | 42 |
VEA | VANGUARD TAX-MANAGED FD | 42 | 42 | 7.62% | 10.23% | 12.62% | Q2 2013 | Q3 2023 | 42 |
IJR | ISHARES TR | 42 | 42 | 4.81% | 6.20% | 9.45% | Q2 2013 | Q3 2023 | 42 |
VMBS | VANGUARD SCOTTSDALE FDS | 42 | 42 | 0.04% | 4.33% | 8.03% | Q2 2013 | Q3 2023 | 42 |
VWO | VANGUARD INTL EQUITY I... | 42 | 42 | 2.50% | 3.43% | 4.30% | Q2 2013 | Q3 2023 | 42 |
VNQ | VANGUARD INDEX FDS | 42 | 42 | 0.17% | 2.80% | 4.47% | Q2 2013 | Q3 2023 | 42 |
IVV | ISHARES TR | 42 | 42 | 1.04% | 2.09% | 3.84% | Q2 2013 | Q3 2023 | 42 |
AGG | ISHARES TR | 42 | 42 | 0.15% | 1.87% | 4.69% | Q2 2013 | Q3 2023 | 42 |
IGIB | ISHARES TR | 42 | 42 | 0.30% | 1.86% | 4.13% | Q2 2013 | Q3 2023 | 42 |
MBB | ISHARES TR | 42 | 42 | 0.07% | 1.29% | 4.03% | Q2 2013 | Q3 2023 | 42 |
IGSB | ISHARES TR | 42 | 42 | 0.01% | 1.22% | 3.67% | Q2 2013 | Q3 2023 | 42 |
IVE | ISHARES TR | 42 | 42 | 0.67% | 1.11% | 1.75% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES TR | 42 | 42 | 0.26% | 1.10% | 2.25% | Q2 2013 | Q3 2023 | 42 |
IVW | ISHARES TR | 42 | 42 | 0.84% | 0.97% | 1.21% | Q2 2013 | Q3 2023 | 42 |
IWR | ISHARES TR | 42 | 42 | 0.33% | 0.69% | 0.98% | Q2 2013 | Q3 2023 | 42 |
UNH | UNITEDHEALTH GROUP INC | 42 | 42 | 0.18% | 0.51% | 0.65% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.26% | 0.50% | 0.75% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP | 42 | 42 | 0.07% | 0.47% | 0.76% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW | 42 | 42 | 0.14% | 0.46% | 1.13% | Q2 2013 | Q3 2023 | 42 |
WMT | WAL MART STORES INC | 42 | 42 | 0.34% | 0.46% | 0.64% | Q2 2013 | Q3 2023 | 42 |
IWD | ISHARES TR | 42 | 42 | 0.26% | 0.46% | 0.76% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP | 42 | 42 | 0.23% | 0.45% | 0.97% | Q2 2013 | Q3 2023 | 42 |
SCZ | ISHARES TR | 42 | 42 | 0.04% | 0.39% | 1.27% | Q2 2013 | Q3 2023 | 42 |
IWM | ISHARES TR | 42 | 42 | 0.21% | 0.36% | 0.61% | Q2 2013 | Q3 2023 | 42 |
EPP | ISHARES INC | 42 | 42 | 0.01% | 0.36% | 3.32% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP | 42 | 42 | 0.09% | 0.33% | 0.65% | Q2 2013 | Q3 2023 | 42 |
SCHF | SCHWAB STRATEGIC TR | 42 | 42 | 0.18% | 0.32% | 0.53% | Q2 2013 | Q3 2023 | 42 |
XLK | SELECT SECTOR SPDR TR | 42 | 42 | 0.20% | 0.31% | 0.58% | Q2 2013 | Q3 2023 | 42 |
IBB | ISHARES TR | 42 | 42 | 0.08% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M CO | 42 | 42 | 0.06% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 42 |
LMT | LOCKHEED MARTIN CORP | 42 | 42 | 0.12% | 0.27% | 0.63% | Q2 2013 | Q3 2023 | 42 |
IYR | ISHARES TR | 42 | 42 | 0.01% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 42 |
IYW | ISHARES TR | 42 | 42 | 0.17% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELEC CO | 42 | 42 | 0.05% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
NSC | NORFOLK SOUTHERN CORP | 42 | 42 | 0.05% | 0.23% | 0.77% | Q2 2013 | Q3 2023 | 42 |
IWF | ISHARES TR | 42 | 42 | 0.12% | 0.22% | 0.33% | Q2 2013 | Q3 2023 | 42 |
GD | GENERAL DYNAMICS CORP | 42 | 42 | 0.05% | 0.20% | 0.62% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.03% | 0.20% | 0.46% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO | 42 | 42 | 0.06% | 0.19% | 0.68% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO | 42 | 42 | 0.04% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 0.06% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
EEM | ISHARES TR | 42 | 42 | 0.04% | 0.17% | 0.48% | Q2 2013 | Q3 2023 | 42 |
ICF | ISHARES TR | 42 | 42 | 0.04% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC | 42 | 42 | 0.08% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
IYH | ISHARES TR | 42 | 42 | 0.05% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP | 42 | 42 | 0.04% | 0.14% | 0.49% | Q2 2013 | Q3 2023 | 42 |
IWB | ISHARES TR | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
GOOGL | GOOGLE INC | 42 | 42 | 0.05% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
SPY | SPDR S&P 500 ETF TR | 42 | 42 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY CLARK CORP | 42 | 42 | 0.05% | 0.12% | 0.40% | Q2 2013 | Q3 2023 | 42 |
XLP | SELECT SECTOR SPDR TR | 42 | 42 | 0.04% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MNST | MONSTER BEVERAGE CORP | 42 | 42 | 0.04% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
VZ | VERIZON COMMUNICATIONS... | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
IYF | ISHARES TR | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NOC | NORTHROP GRUMMAN CORP | 42 | 42 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VTI | VANGUARD INDEX FDS | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
USB | US BANCORP DEL | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
EFSC | ENTERPRISE FINL SVCS CORP | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
XLI | SELECT SECTOR SPDR TR | 42 | 42 | 0.03% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TIP | ISHARES TR | 41 | 41 | 0.01% | 1.39% | 4.99% | Q2 2013 | Q2 2023 | 41 |
IEMG | ISHARES INC | 30 | 10 | 0.02% | 0.27% | 0.66% | Q3 2013 | Q3 2023 | 40 |
T | AT&T INC | 36 | 4 | 0.01% | 0.13% | 0.70% | Q2 2013 | Q3 2023 | 40 |
BMY | BRISTOL MYERS SQUIBB CO | 37 | 3 | 0.02% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 40 |
VEU | VANGUARD INTL EQUITY I... | 29 | 11 | 0.02% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 40 |
TRV | TRAVELERS COMPANIES INC | 39 | 39 | 0.06% | 0.31% | 0.60% | Q1 2014 | Q3 2023 | 39 |
WFC | WELLS FARGO & CO NEW | 39 | 39 | 0.01% | 0.20% | 0.51% | Q1 2014 | Q3 2023 | 39 |
EL | LAUDER ESTEE COS INC | 39 | 39 | 0.02% | 0.16% | 0.29% | Q1 2014 | Q3 2023 | 39 |
VO | VANGUARD INDEX FDS | 20 | 1 | 0.03% | 0.51% | 1.18% | Q3 2013 | Q3 2023 | 38 |
IEI | ISHARES | 37 | 1 | 0.03% | 0.33% | 1.44% | Q3 2013 | Q3 2023 | 38 |
VCSH | VANGUARD SCOTTSDALE FDS | 22 | 16 | 0.01% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 38 |
ACN | ACCENTURE PLC IRELAND | 38 | 38 | 0.04% | 0.17% | 0.25% | Q2 2014 | Q3 2023 | 38 |
AXP | AMERICAN EXPRESS CO | 33 | 5 | 0.04% | 0.16% | 0.34% | Q1 2014 | Q3 2023 | 38 |
COF | CAPITAL ONE FINL CORP | 38 | 38 | 0.03% | 0.14% | 0.35% | Q2 2014 | Q3 2023 | 38 |
SYY | SYSCO CORP | 38 | 38 | 0.03% | 0.08% | 0.19% | Q2 2014 | Q3 2023 | 38 |
ITW | ILLINOIS TOOL WKS INC | 30 | 8 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 38 |
DE | DEERE & CO | 37 | 37 | 0.05% | 0.21% | 0.41% | Q3 2014 | Q3 2023 | 37 |
FITB | FIFTH THIRD BANCORP | 37 | 37 | 0.01% | 0.08% | 0.26% | Q2 2014 | Q2 2023 | 37 |
MPC | MARATHON PETE CORP | 36 | 36 | 0.03% | 0.21% | 0.50% | Q4 2014 | Q3 2023 | 36 |
CERN | CERNER CORP | 36 | 36 | 0.05% | 0.16% | 0.41% | Q2 2013 | Q1 2022 | 36 |
XLE | SELECT SECTOR SPDR TR | 19 | 2 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 36 |
VBK | VANGUARD INDEX FDS | 35 | 35 | 0.09% | 0.15% | 0.36% | Q1 2015 | Q3 2023 | 35 |
VOE | VANGUARD INDEX FDS | 35 | 35 | 0.09% | 0.12% | 0.15% | Q1 2015 | Q3 2023 | 35 |
SDY | SPDR SERIES TRUST | 35 | 35 | 0.03% | 0.06% | 0.08% | Q1 2015 | Q3 2023 | 35 |
IJT | ISHARES TR | 35 | 35 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 35 |
TJX | TJX COS INC NEW | 34 | 34 | 0.08% | 0.24% | 0.46% | Q2 2015 | Q3 2023 | 34 |
HD | HOME DEPOT INC | 34 | 34 | 0.04% | 0.19% | 0.30% | Q2 2015 | Q3 2023 | 34 |
ROK | ROCKWELL AUTOMATION INC | 34 | 34 | 0.07% | 0.15% | 0.24% | Q2 2015 | Q3 2023 | 34 |
CMI | CUMMINS INC | 34 | 34 | 0.07% | 0.15% | 0.25% | Q2 2015 | Q3 2023 | 34 |
IEFA | ISHARES TR | 33 | 33 | 0.09% | 1.45% | 2.33% | Q3 2015 | Q3 2023 | 33 |
KR | KROGER CO | 33 | 33 | 0.05% | 0.16% | 0.42% | Q3 2015 | Q3 2023 | 33 |
DIS | DISNEY WALT CO | 33 | 33 | 0.02% | 0.12% | 0.23% | Q3 2015 | Q3 2023 | 33 |
CVS | CVS CAREMARK CORPORATION | 17 | 16 | 0.01% | 0.09% | 0.33% | Q4 2013 | Q3 2023 | 33 |
ABBV | ABBVIE INC | 26 | 1 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 33 |
IWC | ISHARES TR | 27 | 1 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 32 |
DGX | QUEST DIAGNOSTICS INC | 32 | 32 | 0.02% | 0.10% | 0.16% | Q4 2015 | Q3 2023 | 32 |
SO | SOUTHERN CO | 17 | 2 | 0.01% | 0.08% | 0.52% | Q2 2013 | Q3 2023 | 31 |
XLY | SELECT SECTOR SPDR TR | 19 | 4 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 31 |
MO | ALTRIA GROUP INC | 20 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 31 |
TXN | TEXAS INSTRS INC | 30 | 30 | 0.04% | 0.08% | 0.14% | Q2 2016 | Q3 2023 | 30 |
DSI | ISHARES TR | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
AEE | AMEREN CORP | 17 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 30 |
SPIB | SPDR SERIES TRUST | 23 | 6 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 29 |
VLO | VALERO ENERGY CORP NEW | 29 | 29 | 0.02% | 0.10% | 0.23% | Q3 2016 | Q3 2023 | 29 |
XLU | SELECT SECTOR SPDR TR | 18 | 2 | 0.01% | 0.08% | 0.62% | Q2 2013 | Q3 2023 | 29 |
CSCO | CISCO SYS INC | 20 | 9 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 29 |
AAPL | APPLE INC | 28 | 28 | 0.38% | 0.82% | 1.34% | Q4 2016 | Q3 2023 | 28 |
UTX | UNITED TECHNOLOGIES CORP | 28 | 28 | 0.07% | 0.33% | 0.91% | Q2 2013 | Q1 2020 | 28 |
ANTM | ELEVANCE HEALTH INC | 28 | 28 | 0.09% | 0.17% | 0.29% | Q4 2016 | Q3 2023 | 28 |
BRKB | BERKSHIRE HATHAWAY INC... | 28 | 28 | 0.06% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 28 |
BA | BOEING CO | 28 | 28 | 0.04% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
LLY | LILLY ELI & CO | 21 | 7 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 28 |
ISRG | INTUITIVE SURGICAL INC | 27 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 28 |
XLV | SELECT SECTOR SPDR TR | 27 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 28 |
VV | VANGUARD INDEX FDS | 20 | 7 | 0.04% | 1.45% | 2.87% | Q4 2016 | Q3 2023 | 27 |
CAT | CATERPILLAR INC DEL | 17 | 1 | 0.02% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 27 |
ABT | ABBOTT LABS | 27 | 27 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
VCR | VANGUARD WORLD FDS | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
ORLY | O REILLY AUTOMOTIVE IN... | 26 | 26 | 0.07% | 0.14% | 0.23% | Q2 2017 | Q3 2023 | 26 |
NKE | NIKE INC | 26 | 26 | 0.03% | 0.12% | 0.23% | Q2 2017 | Q3 2023 | 26 |
TGT | TARGET CORP | 13 | 13 | 0.02% | 0.11% | 0.27% | Q1 2014 | Q3 2023 | 26 |
SBUX | STARBUCKS CORP | 26 | 26 | 0.03% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 26 |
ORCL | ORACLE CORP | 16 | 1 | 0.01% | 0.06% | 0.14% | Q1 2014 | Q3 2023 | 26 |
MDT | MEDTRONIC INC | 14 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 25 |
VOO | VANGUARD INDEX FDS | 24 | 24 | 12.22% | 16.05% | 19.60% | Q4 2017 | Q3 2023 | 24 |
SHY | ISHARES TR | 17 | 7 | 0.03% | 0.42% | 3.46% | Q1 2017 | Q3 2023 | 24 |
QCOM | QUALCOMM INC | 17 | 7 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 24 |
SUSA | ISHARES TR | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COP | CONOCOPHILLIPS | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 24 |
VB | VANGUARD INDEX FDS | 20 | 1 | 0.13% | 0.74% | 1.15% | Q3 2013 | Q3 2023 | 23 |
MUB | ISHARES TR | 16 | 7 | 0.03% | 0.16% | 0.49% | Q4 2016 | Q3 2023 | 23 |
MUR | MURPHY OIL CORP | 23 | 23 | 0.02% | 0.12% | 0.42% | Q2 2014 | Q4 2019 | 23 |
CMCSA | COMCAST CORP NEW | 21 | 2 | 0.02% | 0.11% | 0.20% | Q3 2017 | Q3 2023 | 23 |
XLF | SELECT SECTOR SPDR TR | 17 | 6 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q3 2023 | 23 |
VUG | VANGUARD INDEX FDS | 19 | 3 | 0.02% | 0.25% | 0.57% | Q4 2017 | Q3 2023 | 22 |
ESRX | EXPRESS SCRIPTS INC | 22 | 22 | 0.03% | 0.13% | 0.24% | Q2 2013 | Q3 2018 | 22 |
PSX | PHILLIPS 66 | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
UNP | UNION PAC CORP | 13 | 9 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 22 |
MAS | MASCO CORP | 21 | 21 | 0.02% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 21 |
GE | GENERAL ELECTRIC CO | 19 | 2 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 21 |
MON | MONSANTO CO NEW | 20 | 20 | 0.06% | 0.19% | 0.46% | Q2 2013 | Q1 2018 | 20 |
FB | META PLATFORMS INC | 20 | 20 | 0.03% | 0.11% | 0.27% | Q4 2018 | Q3 2023 | 20 |
OMC | OMNICOM GROUP INC | 20 | 20 | 0.06% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 20 |
VTV | VANGUARD INDEX FDS | 17 | 3 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 20 |
WBA | WALGREENS BOOTS ALLIAN... | 18 | 1 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q1 2021 | 20 |
PYPL | PAYPAL HLDGS INC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
NUSC | NUSHARES ETF TR | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
TROW | PRICE T ROWE GROUP INC | 7 | 3 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 20 |
BG | BUNGE LIMITED | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
BAC | BANK AMER CORP | 13 | 3 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 19 |
PM | PHILIP MORRIS INTL INC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 19 |
VOO | VANGUARD INDEX FDS | 18 | 18 | 3.93% | 6.87% | 11.98% | Q2 2013 | Q3 2017 | 18 |
QQQ | POWERSHARES QQQ TRUST | 17 | 1 | 0.05% | 0.11% | 0.17% | Q2 2017 | Q3 2023 | 18 |
KSS | KOHLS CORP | 18 | 18 | 0.02% | 0.10% | 0.21% | Q1 2014 | Q2 2018 | 18 |
SCHM | SCHWAB STRATEGIC TR | 15 | 3 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 18 |
AMZN | AMAZON COM INC | 17 | 17 | 0.06% | 0.20% | 0.30% | Q3 2019 | Q3 2023 | 17 |
TSLA | TESLA INC | 15 | 2 | 0.02% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 17 |
MERCK & CO INC | 17 | 17 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q3 2022 | 17 | |
VGT | VANGUARD WORLD FDS | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
RSP | INVESCO EXCHANGE TRADE... | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
M | MACYS INC | 16 | 16 | 0.05% | 0.30% | 0.52% | Q3 2013 | Q2 2017 | 16 |
GPS | GAP INC DEL | 16 | 16 | 0.02% | 0.19% | 0.43% | Q2 2014 | Q1 2018 | 16 |
LOW | LOWES COS INC | 16 | 16 | 0.02% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
GWW | GRAINGER W W INC | 16 | 16 | 0.02% | 0.08% | 0.17% | Q1 2016 | Q4 2019 | 16 |
JCI | JOHNSON CTLS INC | 16 | 16 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q1 2017 | 16 |
KO | COCA COLA CO | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
VIG | VANGUARD GROUP | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
EPC | EDGEWELL PERSONAL CARE CO | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SCHE | SCHWAB STRATEGIC TR | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
USRT | ISHARES TR | 15 | 15 | 0.06% | 0.14% | 0.22% | Q1 2018 | Q3 2021 | 15 |
MS | MORGAN STANLEY | 15 | 15 | 0.03% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
SNA | SNAP ON INC | 15 | 15 | 0.03% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
NVDA | NVIDIA CORP | 15 | 15 | 0.04% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
KMI | KINDER MORGAN INC DEL | 13 | 2 | 0.02% | 0.11% | 0.37% | Q4 2014 | Q3 2019 | 15 |
CDW | CDW CORP | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BIL | SPDR SERIES TRUST | 15 | 15 | 0.01% | 0.06% | 0.22% | Q2 2019 | Q4 2022 | 15 |
STJ | ST JUDE MED INC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
UHS | UNIVERSAL HLTH SVCS INC | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
DRI | DARDEN RESTAURANTS INC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2017 | 15 |
SCHA | SCHWAB STRATEGIC TR | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
LUV | SOUTHWEST ARILS CO | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MA | MASTERCARD INC | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
J | JACOBS ENGR GROUP INC DEL | 15 | 15 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TSM | TAIWAN SEMICONDUCTOR M... | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TT | TRANE TECHNOLOGIES | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
IHI | ISHARES TR | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BNDX | VANGUARD CHARLOTTE FDS | 15 | 15 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 15 |
AMGN | AMGEN INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
DHR | DANAHER CORPORATION | 15 | 15 | 0.02% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NFLX | NETFLIX INC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 15 |
SCHW | SCHWAB CHARLES CORP NEW | 12 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 15 |
HUM | HUMANA INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IWP | ISHARES TR | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
VRSK | VERISK ANALYTICS INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
APPLE INC | 14 | 14 | 0.14% | 0.30% | 0.40% | Q2 2013 | Q3 2016 | 14 | |
TSO | TESORO CORP | 14 | 14 | 0.03% | 0.25% | 0.39% | Q1 2014 | Q2 2017 | 14 |
BOEING CO | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2016 | 14 | |
BERKSHIRE HATHAWAY INC... | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2016 | 14 | |
ARCHER DANIELS MIDLAND CO | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2016 | 14 | |
SQ | SQUARE INC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 14 |
JPST | JP MORGAN EXCHANGE TRA... | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
RIO | RIO TINTO PLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OTIS | OTIS WORLDWIDE CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
IMTM | MSCI INTL MOMENT | 13 | 13 | 0.95% | 1.37% | 1.67% | Q3 2020 | Q3 2023 | 13 |
GILD | GILEAD SCIENCES INC | 13 | 13 | 0.02% | 0.12% | 0.24% | Q3 2015 | Q3 2018 | 13 |
AAL | AMERICAN AIRLS GROUP INC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q1 2017 | 13 |
EBAY | EBAY INC. | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BABA | ALIBABA GROUP HLDG LTD | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2022 | 13 |
TSCO | TRACTOR SUPPLY CO | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
EW | EDWARDS LIFESCIENCES CORP | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CARR | CARRIER GLOBAL CORPORA... | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
PH | PARKER-HANNIFIN CORP | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HPQ | HEWLETT PACKARD CO | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
BHP | BHP GROUP LTD | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MTN | VAIL RESORTS INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ALL | ALLSTATE CORP | 12 | 12 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
EXC | EXELON CORP | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
LYB | LYONDELLBASELL INDUSTR... | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PFG | PRINCIPAL FINL GROUP INC | 12 | 12 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
IP | INTERNATIONAL PAPER CO | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
APA | APACHE CORP | 7 | 5 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q1 2017 | 12 |
ESGU | ISHARES TR | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
VOT | VANGUARD INDEX FDS | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AME | AMETEK INC NEW | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 12 |
BCO | BRINKS CO | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
VBR | VANGUARD INDEX FDS | 11 | 11 | 0.02% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
MCK | MCKESSON CORP | 11 | 11 | 0.02% | 0.06% | 0.14% | Q2 2017 | Q4 2019 | 11 |
RTX | RAYTHEON CO | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
ADM | ARCHER DANIELS MIDLAND CO | 6 | 5 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 11 |
ESML | ISHARES TR | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
VXUS | VANGUARD STAR FD | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2018 | 11 |
EAGG | ISHARES TR | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
F | FORD MTR CO DEL | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
DHI | D R HORTON INC | 6 | 5 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
BSV | VANGUARD BD INDEX FDS | 10 | 10 | 0.05% | 0.62% | 1.93% | Q2 2021 | Q3 2023 | 10 |
IR | INGERSOLL-RAND PLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2021 | 10 |
IJJ | ISHARES TR | 8 | 2 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 10 |
SCHD | SCHWAB STRATEGIC TR | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DFUS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
EMN | EASTMAN CHEM CO | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
BOND | PIMCO ETF TR | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 10 |
GOVT | ISHARES TR | 6 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 10 |
IWV | ISHARES TR | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DFAS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DUKE ENERGY CORP NEW | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 10 | |
SKYY | FIRST TR EXCHANGE TRAD... | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
IUSG | ISHARES TR | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DEM | WISDOMTREE TRUST | 9 | 9 | 0.02% | 0.35% | 0.83% | Q2 2013 | Q2 2015 | 9 |
ET | ENERGY TRANSFER EQUITY... | 8 | 1 | 0.02% | 0.34% | 0.47% | Q2 2013 | Q1 2019 | 9 |
DG | DOLLAR GENERAL CORP NEW | 9 | 9 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
STIP | ISHARES TR | 9 | 9 | 0.02% | 0.06% | 0.10% | Q3 2014 | Q3 2016 | 9 |
MCHI | MSCI CHINA ETF | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2021 | 9 |
BIV | VANGUARD BD INDEX FD INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 9 |
SHOP | SHOPIFY INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 9 |
SCHB | SCHWAB STRATEGIC TR | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 9 |
AMD | ADVANCED MICRO DEVICES... | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
EPD | ENTERPRISE PRODS PARTN... | 8 | 8 | 0.26% | 0.46% | 0.55% | Q2 2013 | Q1 2015 | 8 |
DIMENSIONAL ETF TRUST | 8 | 8 | 0.01% | 0.33% | 0.91% | Q4 2021 | Q3 2023 | 8 | |
ANTHEM INC | 8 | 8 | 0.20% | 0.23% | 0.26% | Q4 2014 | Q3 2016 | 8 | |
WFM | WHOLE FOODS MKT INC | 8 | 8 | 0.11% | 0.20% | 0.30% | Q3 2015 | Q2 2017 | 8 |
BBBY | BED BATH & BEYOND INC | 8 | 8 | 0.04% | 0.15% | 0.20% | Q3 2015 | Q2 2017 | 8 |
WPZ | WILLIAMS PARTNERS L P | 8 | 8 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2015 | 8 |
PAA | PLAINS ALL EMERN PIPEL... | 8 | 8 | 0.02% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 8 |
UPS | UNITED PARCEL SERVICE INC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HCA | HCA HEALTHCARE INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
VCIT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 8 |
VFH | VANGUARD WORLD FDS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WM | WASTE MGMT INC DEL | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EEP | ENBRIDGE ENERGY PARTNE... | 7 | 7 | 0.19% | 0.24% | 0.26% | Q3 2013 | Q1 2015 | 7 |
AMGEN INC | 5 | 2 | 0.02% | 0.17% | 0.35% | Q2 2013 | Q1 2015 | 7 | |
ETP | ENERGY TRANSFER PRTNRS... | 7 | 7 | 0.12% | 0.14% | 0.15% | Q3 2013 | Q1 2015 | 7 |
SXL | SUNOCO LOGISTICS PRTNR... | 7 | 7 | 0.09% | 0.11% | 0.12% | Q3 2013 | Q1 2015 | 7 |
OKS | ONEOK PERTNERS LP | 7 | 7 | 0.07% | 0.10% | 0.12% | Q3 2013 | Q1 2015 | 7 |
ESGD | ESG AW MSCI EAFE | 6 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
EMC | E M C CORP MASS | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
BOARDWALK PIPELINE PAR... | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2015 | 7 | |
AXJL | WISDOMTREE TRUST | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 7 |
HRC | HILL ROM HLDGS INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
C | CITIGROUP INC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 7 |
BX | BLACKSTONE INC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.12% | 0.24% | 0.56% | Q2 2022 | Q3 2023 | 6 | |
V107SC | WELLPOINT INC | 6 | 6 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q3 2014 | 6 |
2108SC | EL PASO PIPELINE PARTN... | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2014 | 6 |
WAG | WALGREEN CO | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
SCHX | SCHWAB STRATEGIC TR | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CONSTELLATION ENERGY CORP | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 | |
VYM | VANGUARD WHITEHALL FDS | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SIAL | SIGMA ALDRICH CORP | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2015 | 6 |
SCHV | SCHWAB STRATEGIC TR | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SPMB | SPDR SER TR | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WDFC | WD-40 CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 6 |
CSX | CSX CORP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2020 | 6 |
CI | CIGNA CORPORATION | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 6 |
PNQI | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
ETN | EATON CORP PLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
VGSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.68% | 2.45% | 5.34% | Q3 2022 | Q3 2023 | 5 |
4945SC | KINDER MORGAN ENERGY P... | 5 | 5 | 0.23% | 0.26% | 0.28% | Q3 2013 | Q3 2014 | 5 |
ANDV | ANDEAVOR | 5 | 5 | 0.22% | 0.26% | 0.28% | Q3 2017 | Q3 2018 | 5 |
BAX | BAXTER INTL INC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q3 2015 | 5 |
SPDW | SPDR INDEX SHS FDS | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
IEF | ISHARES TR | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 5 |
VGIT | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MRNA | MODERNA INC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2020 | 5 |
SPLG | SPDR SER TR | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
CELG | CELGENE CORP | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2018 | 5 |
ESGE | ISHARES TR | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
AOA | ISHARES TR | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ATHX | ATHERSYS INC NEW | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
IIPR | INNOVATIVE INDL PPTYS INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
SLV | ISHARES SILVER TR | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
MRK | MERCK & CO INC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
URI | UNITED RENTALS INC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SCHR | SCHWAB STRATEGIC TR | 4 | 4 | 0.01% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EWA | ISHARES INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
SPSM | SPDR SER TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SPMD | SPDR SER TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AOM | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
OKE | ONEOK INC NEW | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SMLF | ISHARES TR | 3 | 3 | 2.00% | 2.31% | 2.51% | Q1 2023 | Q3 2023 | 3 |
MTUM | ISHARES TR | 3 | 3 | 0.88% | 1.06% | 1.18% | Q1 2023 | Q3 2023 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.72% | 0.89% | 1.00% | Q1 2023 | Q3 2023 | 3 | |
AVUS | AMERICAN CENTURY ETF TR | 3 | 3 | 0.79% | 0.80% | 0.80% | Q1 2023 | Q3 2023 | 3 |
LRGF | ISHARES TR | 3 | 3 | 0.48% | 0.52% | 0.57% | Q1 2023 | Q3 2023 | 3 |
INTF | ISHARES TR | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
FCFS | FIRST CASH FINL SVCS INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
RTN | RAYTHEON CO | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
DFAI | DIMENSIONAL ETF TRUST | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
RFV | RYDEX ETF TRUST | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q1 2015 | 3 |
VHT | VANGUARD WORLD FDS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
EXPD | EXPEDITORS INTL WASH INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
TEVA | TEVA PHARMACEUTICAL IN... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
OXY | OCCIDENTAL PETE CORP DEL | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 3 |
ABBOTT LABS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 | |
ON | ON SEMICONDUCTOR CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
LUCID GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 | |
BAR | GRANITESHARES GOLD TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
PRFT | PERFICIENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
SNEX | STONEX GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
IAU | ISHARES GOLD TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SPTI | SPDR SER TR | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
VTR | VENTAS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
SLB | SCHLUMERGER LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
VDE | VANGUARD WORLD FDS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
FSFG | FIRST SAVINGS FINL GRO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
INTU | INTUIT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SPEM | SPDR INDEX SHS FDS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CNSL | CONSOLIDATED COMM HLDG... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QUAL | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
AMERICAN EXPRESS CO | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 | |
BAXTER INTL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 | |
BED BATH & BEYOND INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 | |
APACHE CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 | |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
UGI | UGI CORP NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PEAR THERAPEUTICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 | |
SHM | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
BXLT | BAXALTA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
TIPX | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
AMAT | APPLIED MATLS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EA | ELECTRONIC ARTS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TFI | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ETR | ENTERGY CORP NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
AMX | AMERICA MOVIL SAB DE CV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
SPTS | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
R108 | ENERGIZER HLDGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
BUD | ANHUESER BUSCH INBEV S... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
HRS | HARRIS CORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
AVGO | BROADCOM INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AGN | ALLERGAN PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BAH | BOOZ ALLEN HAMILTON HL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DD | DU PONT E I DE NEMOURS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
EWC | ISHARES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
KRE | SPDR SERIES TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
HQH | TEKLA HEALTHCARE INVS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BELLRING BRANDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 | |
CPRT | COPART INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CNC | CENTENE CORP DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BLACKSTONE SECD LENDIN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 | |
GGG | GRACO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADMP | ADAMIS PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CINF | CINCINNATI FINL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BDX | BECTON DICKINSON & CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
POST | POST HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NOBL | PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DFAE | DIMENSIONAL ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FICO | FAIR ISAAC CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FTNT | FORTINET INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCO | MOODYS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TEL | TE CONNECTIVITY LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AMP | AMERIPRISE FINL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VICARIOUS SURGICAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 | |
SPYG | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CP | CANADIAN PAC RY LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CRSP | CRISPR THERAPEUTICS AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ADSK | AUTODESK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SPDR S&P MIDCAP 400 ET... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
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The securities at the top of the list , including ISHARES TR, VANGUARD BD INDEX FD INC, and VANGUARD TAX-MANAGED FD, are the highest-conviction holdings of Acropolis Investment Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Acropolis Investment Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Acropolis Investment Management, LLC owns currently or has owned in the past.