809 is the total number of securities MCDONALD PARTNERS LLC has owned. The longest MCDONALD PARTNERS LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 12 | 12 | 0.00% | 3.89% | 5.08% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.01% | 3.88% | 4.92% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD S&P 500 ETF | 12 | 12 | 1.18% | 1.45% | 1.68% | Q4 2020 | Q3 2023 | 12 |
CVX | CHEVRON CORPORATION | 12 | 12 | 0.01% | 1.42% | 2.15% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC | 12 | 12 | 0.00% | 1.32% | 1.88% | Q4 2020 | Q3 2023 | 12 |
ADBE | ADOBE SYSTEMS INCORPOR... | 12 | 12 | 0.00% | 1.18% | 1.64% | Q4 2020 | Q3 2023 | 12 |
PFE | PFIZER INC | 12 | 12 | 0.00% | 1.16% | 1.65% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.01% | 1.16% | 2.01% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.02% | 1.05% | 1.46% | Q4 2020 | Q3 2023 | 12 |
PEP | PEPSICO INC COMMON STOCK | 12 | 12 | 0.00% | 1.02% | 1.29% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TRUST | 12 | 12 | 0.12% | 0.98% | 1.18% | Q4 2020 | Q3 2023 | 12 |
USMV | ISHARES TRUST ISHARES ... | 12 | 12 | 0.26% | 0.82% | 6.53% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC CLASS C C... | 12 | 12 | 0.48% | 0.81% | 1.90% | Q4 2020 | Q3 2023 | 12 |
GILD | GILEAD SCIENCES INC | 12 | 12 | 0.01% | 0.71% | 1.03% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON.COM INC | 12 | 12 | 0.02% | 0.70% | 0.94% | Q4 2020 | Q3 2023 | 12 |
SHW | WILLIAMS CO | 12 | 12 | 0.00% | 0.68% | 0.91% | Q4 2020 | Q3 2023 | 12 |
ABBV | ABBVIE INC | 12 | 12 | 0.01% | 0.65% | 1.09% | Q4 2020 | Q3 2023 | 12 |
PG | Procter & Gamble Compa... | 12 | 12 | 0.45% | 0.64% | 1.77% | Q4 2020 | Q3 2023 | 12 |
UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 0.43% | 0.63% | 0.85% | Q4 2020 | Q3 2023 | 12 |
ILMN | ILLUMINA INC | 12 | 12 | 0.02% | 0.57% | 0.90% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.37% | 0.55% | 1.03% | Q4 2020 | Q3 2023 | 12 |
USB | US BANCORP DEL COM | 12 | 12 | 0.00% | 0.54% | 0.79% | Q4 2020 | Q3 2023 | 12 |
MRK | MERCK & CO. INC | 12 | 12 | 0.01% | 0.52% | 0.71% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.00% | 0.49% | 0.71% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 0.13% | 0.42% | 0.82% | Q4 2020 | Q3 2023 | 12 |
IT | GARTNER INC | 12 | 12 | 0.00% | 0.39% | 0.62% | Q4 2020 | Q3 2023 | 12 |
QQQ | Invesco QQQ Trust Seri... | 12 | 12 | 0.28% | 0.39% | 0.78% | Q4 2020 | Q3 2023 | 12 |
AMT | AMERICAN TOWER CORPORA... | 12 | 12 | 0.01% | 0.37% | 0.54% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC CLASS A C... | 12 | 12 | 0.00% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 12 |
ITW | ILLINOIS TOOL WORKS INC | 12 | 12 | 0.20% | 0.36% | 1.10% | Q4 2020 | Q3 2023 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 0.02% | 0.35% | 0.45% | Q4 2020 | Q3 2023 | 12 |
FB | META PLATFORMS INC CLA... | 12 | 12 | 0.00% | 0.33% | 0.59% | Q4 2020 | Q3 2023 | 12 |
PM | PHILIP MORRIS INTL INC | 12 | 12 | 0.23% | 0.33% | 0.93% | Q4 2020 | Q3 2023 | 12 |
NKE | NIKE INC CLASS B COM | 12 | 12 | 0.02% | 0.33% | 0.52% | Q4 2020 | Q3 2023 | 12 |
T | AT&T INC | 12 | 12 | 0.00% | 0.32% | 0.54% | Q4 2020 | Q3 2023 | 12 |
LMT | LOCKHEED MARTIN CORP | 12 | 12 | 0.00% | 0.31% | 0.49% | Q4 2020 | Q3 2023 | 12 |
ADI | ANALOG DEVICES INC | 12 | 12 | 0.00% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
KO | COCA COLA COMPANY (THE) | 12 | 12 | 0.00% | 0.30% | 0.56% | Q4 2020 | Q3 2023 | 12 |
CCI | CROWN CASTLE INTL CORP... | 12 | 12 | 0.01% | 0.30% | 0.66% | Q4 2020 | Q3 2023 | 12 |
SPYG | SPDR S&P 500 Growth | 12 | 12 | 0.12% | 0.29% | 0.53% | Q4 2020 | Q3 2023 | 12 |
VTI | Vanguard Total Stock M... | 12 | 12 | 0.08% | 0.28% | 1.13% | Q4 2020 | Q3 2023 | 12 |
CLF | CLEVELAND-CLIFFS INC NEW | 12 | 12 | 0.02% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 12 |
VOD | VODAFONE GROUP PLC SPO... | 12 | 12 | 0.00% | 0.24% | 0.46% | Q4 2020 | Q3 2023 | 12 |
IWD | ISHARES TR | 12 | 12 | 0.04% | 0.19% | 0.40% | Q4 2020 | Q3 2023 | 12 |
UNP | UNION PACIFIC CORP | 12 | 12 | 0.00% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FUNDS V... | 12 | 12 | 0.07% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
HBAN | HUNTINGTON BANCSHARES INC | 12 | 12 | 0.00% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
TGT | TARGET CORP | 12 | 12 | 0.01% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
NFLX | NETFLIX INC COM | 12 | 12 | 0.00% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 12 |
BMY | Bristol-Myers Squibb C... | 12 | 12 | 0.00% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
DEO | DIAGEO PLC-SPONSORED A... | 12 | 12 | 0.00% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES TR | 12 | 12 | 0.01% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
FNCL | FIDELITY MSCI FINANCIA... | 12 | 12 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
VTV | Vanguard Value ETF | 12 | 12 | 0.07% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
AEP | AMERICAN ELECTRIC POWE... | 12 | 12 | 0.00% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
CARR | Carrier Global Corp-Wi | 12 | 12 | 0.01% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
IDXX | IDEXX LABS INC | 12 | 12 | 0.01% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
IVW | ISHARES TR | 12 | 12 | 0.01% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
ETN | EATON CORP PLC | 7 | 4 | 1.58% | 2.05% | 3.03% | Q4 2020 | Q3 2023 | 11 |
BRKB | BERKSHIRE HATHAWAY INC... | 7 | 4 | 1.82% | 2.02% | 2.30% | Q4 2020 | Q3 2023 | 11 |
JPM | JPMORGAN CHASE & CO | 7 | 4 | 1.63% | 1.87% | 2.11% | Q4 2020 | Q3 2023 | 11 |
RTX | RTX CORPORATION | 7 | 4 | 1.02% | 1.42% | 1.94% | Q4 2020 | Q3 2023 | 11 |
LHX | L3HARRIS TECHNOLOGIES ... | 7 | 4 | 1.21% | 1.34% | 1.65% | Q4 2020 | Q3 2023 | 11 |
JNJ | JOHNSON & JOHNSON | 7 | 4 | 1.01% | 1.29% | 1.67% | Q4 2020 | Q3 2023 | 11 |
DIS | WALT DISNEY CO | 7 | 4 | 0.48% | 1.17% | 2.00% | Q4 2020 | Q3 2023 | 11 |
HON | HONEYWELL INTL INC | 7 | 4 | 0.85% | 1.05% | 1.26% | Q4 2020 | Q3 2023 | 11 |
CSCO | CISCO SYSTEMS INC | 7 | 4 | 0.86% | 0.99% | 1.11% | Q4 2020 | Q3 2023 | 11 |
ROKU | ROKU INC CLASS A COMMO... | 7 | 4 | 0.29% | 0.97% | 2.30% | Q4 2020 | Q3 2023 | 11 |
SJM | SMUCKER J M COMPANY | 7 | 4 | 0.73% | 0.97% | 1.32% | Q4 2020 | Q3 2023 | 11 |
CVS | CVS HEALTH CORPORATION | 7 | 4 | 0.53% | 0.91% | 1.30% | Q4 2020 | Q3 2023 | 11 |
ORCL | ORACLE CORPORATION | 7 | 4 | 0.55% | 0.91% | 1.32% | Q4 2020 | Q3 2023 | 11 |
UPS | UNITED PARCEL SVC INC ... | 7 | 4 | 0.75% | 0.91% | 1.11% | Q4 2020 | Q3 2023 | 11 |
PSX | PHILLIPS 66 COM | 7 | 4 | 0.60% | 0.89% | 1.30% | Q4 2020 | Q3 2023 | 11 |
IUSG | ISHARES TRUST ISHARES ... | 7 | 4 | 0.71% | 0.88% | 0.99% | Q4 2020 | Q3 2023 | 11 |
ACN | ACCENTURE PLC IRELAND ... | 7 | 4 | 0.65% | 0.85% | 1.10% | Q4 2020 | Q3 2023 | 11 |
PNR | PENTAIR PLC SHS | 7 | 4 | 0.52% | 0.85% | 1.11% | Q4 2020 | Q3 2023 | 11 |
TSCO | TRACTOR SUPPLY CO | 7 | 4 | 0.56% | 0.82% | 1.11% | Q4 2020 | Q3 2023 | 11 |
TXN | TEXAS INSTRUMENTS INCO... | 7 | 4 | 0.62% | 0.80% | 1.04% | Q4 2020 | Q3 2023 | 11 |
IBM | INTERNATIONAL BUSINESS... | 7 | 4 | 0.42% | 0.69% | 0.92% | Q4 2020 | Q3 2023 | 11 |
BFB | BROWN-FORMAN CORPORATI... | 7 | 4 | 0.50% | 0.64% | 0.86% | Q4 2020 | Q3 2023 | 11 |
HY | HYSTER YALE MATLS HAND... | 7 | 4 | 0.33% | 0.62% | 1.07% | Q4 2020 | Q3 2023 | 11 |
LVS | LAS VEGAS SANDS CORP | 7 | 4 | 0.32% | 0.60% | 0.96% | Q4 2020 | Q3 2023 | 11 |
MAR | MARRIOTT INTL INC NEW | 7 | 4 | 0.42% | 0.58% | 0.82% | Q4 2020 | Q3 2023 | 11 |
NEE | NEXTERA ENERGY INC | 7 | 4 | 0.40% | 0.54% | 0.76% | Q4 2020 | Q3 2023 | 11 |
AMBA | AMBARELLA INC SHS | 7 | 4 | 0.34% | 0.50% | 0.74% | Q4 2020 | Q3 2023 | 11 |
XYL | XYLEM INC COM | 7 | 4 | 0.29% | 0.47% | 0.66% | Q4 2020 | Q3 2023 | 11 |
VFC | VF CORPORATION | 7 | 4 | 0.16% | 0.44% | 0.71% | Q4 2020 | Q3 2023 | 11 |
ABT | ABBOTT LABS | 7 | 4 | 0.36% | 0.44% | 0.55% | Q4 2020 | Q3 2023 | 11 |
WDFC | WD-40 CO | 7 | 4 | 0.29% | 0.43% | 0.58% | Q4 2020 | Q3 2023 | 11 |
MCD | MCDONALDS CORP | 7 | 4 | 0.36% | 0.43% | 0.49% | Q4 2020 | Q3 2023 | 11 |
LOW | LOWES COS INC | 7 | 4 | 0.29% | 0.42% | 0.55% | Q4 2020 | Q3 2023 | 11 |
HD | HOME DEPOT INC | 7 | 4 | 0.32% | 0.42% | 0.50% | Q4 2020 | Q3 2023 | 11 |
BDX | BECTON DICKINSON & CO | 7 | 4 | 0.31% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 11 |
INTC | INTEL CORP | 7 | 4 | 0.15% | 0.40% | 0.72% | Q4 2020 | Q3 2023 | 11 |
COP | CONOCOPHILLIPS COMMON ... | 7 | 4 | 0.12% | 0.39% | 0.67% | Q4 2020 | Q3 2023 | 11 |
WMT | WALMART INC COMMON STOCK | 7 | 4 | 0.28% | 0.39% | 0.53% | Q4 2020 | Q3 2023 | 11 |
AFL | AFLAC INC | 7 | 4 | 0.25% | 0.39% | 0.58% | Q4 2020 | Q3 2023 | 11 |
LITE | LUMENTUM HOLDINGS INC COM | 7 | 4 | 0.29% | 0.38% | 0.50% | Q4 2020 | Q3 2023 | 11 |
STZ | CONSTELLATION BRANDS I... | 7 | 4 | 0.23% | 0.36% | 0.52% | Q4 2020 | Q3 2023 | 11 |
AVGO | BROADCOM INC COMMON STOCK | 7 | 4 | 0.12% | 0.36% | 0.78% | Q4 2020 | Q3 2023 | 11 |
GS | GOLDMAN SACHS GROUP INC | 7 | 4 | 0.29% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 11 |
EMR | EMERSON ELECTRIC CO | 7 | 4 | 0.27% | 0.34% | 0.46% | Q4 2020 | Q3 2023 | 11 |
WM | WASTE MGMT INC DEL | 7 | 4 | 0.21% | 0.34% | 0.48% | Q4 2020 | Q3 2023 | 11 |
MPC | MARATHON PETE CORP COM | 7 | 4 | 0.18% | 0.34% | 0.51% | Q4 2020 | Q3 2023 | 11 |
CFBK | CF BANKSHARES INC COMM... | 7 | 4 | 0.22% | 0.34% | 0.50% | Q4 2020 | Q3 2023 | 11 |
COST | NEW | 7 | 4 | 0.22% | 0.33% | 0.44% | Q4 2020 | Q3 2023 | 11 |
ADP | AUTOMATIC DATA PROCESS... | 7 | 4 | 0.28% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 11 |
BAC | BK OF AMERICA CORP | 7 | 4 | 0.16% | 0.31% | 0.53% | Q4 2020 | Q3 2023 | 11 |
GWW | W W GRAINGER INC | 7 | 4 | 0.17% | 0.30% | 0.48% | Q4 2020 | Q3 2023 | 11 |
MS | MORGAN STANLEY | 7 | 4 | 0.21% | 0.30% | 0.34% | Q4 2020 | Q3 2023 | 11 |
GD | GENERAL DYNAMICS CORP | 7 | 4 | 0.19% | 0.30% | 0.43% | Q4 2020 | Q3 2023 | 11 |
BLK | BLACKROCK INC | 7 | 4 | 0.24% | 0.30% | 0.37% | Q4 2020 | Q3 2023 | 11 |
PKG | PACKAGING CORP AMER | 7 | 4 | 0.17% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 11 |
MDT | MEDTRONIC PLC COM | 7 | 4 | 0.24% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 11 |
NDSN | NORDSON CORP | 7 | 4 | 0.19% | 0.28% | 0.46% | Q4 2020 | Q3 2023 | 11 |
APD | AIR PRODUCTS & CHEMICA... | 7 | 4 | 0.19% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 11 |
WEN | WENDYS COMPANY (THE) | 7 | 4 | 0.22% | 0.28% | 0.35% | Q4 2020 | Q3 2023 | 11 |
ARKK | ARK ETF TRUST ARK INNO... | 7 | 4 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q3 2023 | 11 |
HOG | HARLEY DAVIDSON INC | 7 | 4 | 0.20% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 11 |
BABA | ALIBABA GROUP HOLDING ... | 7 | 4 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 11 |
MSGS | MADISON SQUARE GRDN SP... | 7 | 4 | 0.19% | 0.25% | 0.31% | Q4 2020 | Q3 2023 | 11 |
C | CITIGROUP INC COM | 7 | 4 | 0.14% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 11 |
BX | BLACKSTONE INC COMMON ... | 7 | 4 | 0.14% | 0.24% | 0.47% | Q4 2020 | Q3 2023 | 11 |
MSI | MOTOROLA SOLUTIONS INC | 7 | 4 | 0.18% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 11 |
FDS | FACTSET RESH SYS INC | 7 | 4 | 0.16% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 11 |
CLX | CLOROX CO DEL | 7 | 4 | 0.18% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 11 |
CB | CHUBB LTD COM | 7 | 4 | 0.12% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 11 |
GLW | CORNING INC | 7 | 4 | 0.11% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 11 |
CMCSA | COMCAST CORP NEW | 7 | 4 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 11 |
PAYX | PAYCHEX INC | 7 | 4 | 0.17% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 11 |
PKBK | PARKE BANCORP INC | 7 | 4 | 0.18% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 11 |
CRM | SALESFORCE INC COMMON ... | 11 | 11 | 0.06% | 0.21% | 1.34% | Q4 2020 | Q2 2023 | 11 |
SBUX | STARBUCKS CORP | 7 | 4 | 0.12% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 11 |
ES | EVERSOURCE ENERGY COM | 7 | 4 | 0.13% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 11 |
AMD | ADVANCED MICRO DEVICES... | 11 | 11 | 0.00% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
WRK | WESTROCK COMPANY COM | 7 | 4 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 11 |
XLE | SELECT SECTOR SPDR TRU... | 7 | 4 | 0.00% | 0.18% | 0.33% | Q4 2020 | Q3 2023 | 11 |
CL | COLGATE PALMOLIVE COMPANY | 7 | 4 | 0.12% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 11 |
NSC | NORFOLK SOUTHN CORP | 7 | 4 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 11 |
MDLZ | MONDELEZ INTL INC | 7 | 4 | 0.11% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 11 |
SUN | SUNOCO LP/SUNOCO FIN CORP | 7 | 4 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 11 |
SPYV | SPDR SER TR | 7 | 4 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 11 |
ADSK | AUTODESK INC | 7 | 4 | 0.10% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 11 |
PFF | ISHARES TRUST ISHARES ... | 7 | 4 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 11 |
VBR | VANGUARD INDEX FUNDS S... | 7 | 4 | 0.06% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 11 |
BA | BOEING CO | 7 | 4 | 0.10% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 11 |
LEAD | SIREN ETF TR SIREN DIV... | 7 | 4 | 0.08% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 11 |
ZTS | ZOETIS INC CL A | 11 | 11 | 0.00% | 0.15% | 0.30% | Q1 2021 | Q3 2023 | 11 |
DLB | DOLBY LABORATORIES INC... | 7 | 4 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 11 |
WEC | WEC ENERGY GROUP INC | 7 | 4 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
PPG | PPG INDUSTRIES INC | 7 | 4 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 11 |
MPLX | MPLX LP COM UNIT REPST... | 7 | 4 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
PNC | PNC FINL SVCS GROUP INC | 7 | 4 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 11 |
UAA | UNDER ARMOUR INC CL A | 7 | 4 | 0.07% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 11 |
SPGI | S&P GLOBAL INC COM | 11 | 11 | 0.02% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
GDDY | GODADDY INC CL A | 7 | 4 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 11 |
VRTX | VERTEX PHARMACEUTICALS... | 7 | 4 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 11 |
XLF | SELECT SECTOR SPDR TRU... | 7 | 4 | 0.08% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 11 |
LRCX | LAM RESEARCH CORP | 7 | 4 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 11 |
BLCN | SIREN ETF TRUST SIREN ... | 7 | 4 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
CEQP | CRESTWOOD EQUITY PARTN... | 7 | 4 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 11 |
KEY | NEW | 7 | 4 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 11 |
PZT | INVESCO EXCH TRADED FD... | 7 | 4 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 11 |
OTIS | OTIS WORLDWIDE CORPORA... | 7 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 11 |
DGRO | ISHARES TR ISHARES COR... | 7 | 4 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 11 |
AWK | AMERICAN WTR WKS CO IN... | 7 | 4 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 11 |
TEL | TE CONNECTIVITY LTD | 7 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
DRI | DARDEN RESTAURANTS INC | 7 | 4 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
LECO | LINCOLN ELEC HOLDINGS INC | 7 | 4 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
STE | STERIS PLC ORDINARY SH... | 7 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
ACRE | ARES COMMERCIAL REAL E... | 7 | 4 | 0.04% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
CGC | GROWTH CORPORATION | 7 | 4 | 0.01% | 0.07% | 0.18% | Q4 2020 | Q3 2023 | 11 |
V | Visa Inc Class A | 7 | 4 | 0.02% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 11 |
ONB | OLD NATL BANCORP IND | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
BCS | BARCLAYS PLC ADR | 7 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
SAN | BANCO SANTANDER S A SP... | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
MMM | 3M COMPANY | 10 | 10 | 0.00% | 0.41% | 0.54% | Q4 2020 | Q1 2023 | 10 |
JEPI | J P MORGAN EXCHANGE TR... | 7 | 3 | 0.07% | 0.36% | 0.59% | Q1 2021 | Q3 2023 | 10 |
PGX | INVESCO EXCH TRADED FD... | 6 | 4 | 0.07% | 0.35% | 0.56% | Q4 2020 | Q2 2023 | 10 |
VIAC | VIACOMCBS INC | 7 | 1 | 0.08% | 0.24% | 0.47% | Q4 2020 | Q3 2023 | 10 |
MLCO | MELCO RESORTS & ENTERT... | 7 | 3 | 0.06% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 10 |
HSBC | HSBC HOLDINGS PLC SPON... | 7 | 3 | 0.05% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 10 |
NUE | NUCOR CORP | 7 | 3 | 0.06% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 10 |
ALB | ALBEMARLE CORPORATION | 10 | 10 | 0.01% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
QCLN | FIRST TRUST ETF NASDAQ... | 6 | 4 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q2 2023 | 10 |
DE | DEERE & CO | 7 | 3 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
PH | PARKER-HANNIFIN CORP | 6 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 10 |
CHD | CHURCH & DWIGHT INC | 6 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 10 |
SPPI | SPECTRUM PHARMACEUTICA... | 6 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 10 |
LYG | LLOYDS BANKING GROUP P... | 6 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
LIN | LINDE PLC ORDINARY SHARE | 9 | 9 | 0.00% | 0.29% | 0.39% | Q4 2020 | Q4 2022 | 9 |
ABB | ABB LTD SPONSORED ADR | 9 | 9 | 0.08% | 0.23% | 0.60% | Q4 2020 | Q4 2022 | 9 |
MWA | MUELLER WTR PRODS INC | 4 | 2 | 0.06% | 0.18% | 0.49% | Q4 2020 | Q3 2023 | 9 |
STX | SEAGATE TECHNOLOGY HOL... | 7 | 2 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 9 |
TMUS | T-MOBILE US INC | 4 | 2 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 9 |
UA | UNDER ARMOUR INC CLASS... | 5 | 4 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 9 |
MTBC | CARECLOUD INC COMMON S... | 7 | 2 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
IJR | ISHARES TR | 7 | 1 | 0.07% | 0.70% | 0.94% | Q4 2020 | Q4 2022 | 8 |
SONO | SONOS INC COMMON STOCK | 7 | 1 | 0.16% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 8 |
F | FORD MTR CO DEL | 4 | 4 | 0.04% | 0.16% | 0.79% | Q1 2021 | Q3 2023 | 8 |
PII | POLARIS INC COMMON STOCK | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q4 2022 | 8 |
UBER | UBER TECHNOLOGIES INC ... | 8 | 8 | 0.00% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
LLY | LILLY ELI & CO | 8 | 8 | 0.00% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HP | HELMERICH & PAYNE INC | 5 | 3 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q1 2023 | 8 |
FFWM | FIRST FOUNDATION INC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
VIG | VANGUARD SPECIALIZED F... | 7 | 7 | 0.01% | 1.23% | 1.55% | Q4 2020 | Q2 2022 | 7 |
IEFA | ISHARES TR CORE MSCI E... | 7 | 7 | 0.06% | 1.10% | 1.33% | Q4 2020 | Q2 2022 | 7 |
IEMG | ISHARES INC | 7 | 7 | 0.01% | 0.59% | 0.75% | Q4 2020 | Q2 2022 | 7 |
URTH | ISHARES MSCI WORLD ETF | 4 | 3 | 0.53% | 0.58% | 0.61% | Q4 2020 | Q3 2022 | 7 |
TIP | ISHARES TR | 7 | 7 | 0.16% | 0.56% | 0.65% | Q4 2020 | Q2 2022 | 7 |
VHT | VANGUARD WORLD FUNDS V... | 7 | 7 | 0.07% | 0.46% | 2.70% | Q4 2020 | Q2 2022 | 7 |
AGG | ISHARES TR | 7 | 7 | 0.08% | 0.43% | 0.58% | Q4 2020 | Q2 2022 | 7 |
VFH | VANGUARD WORLD FDS | 7 | 7 | 0.07% | 0.43% | 2.52% | Q4 2020 | Q2 2022 | 7 |
SHYG | ISHARES TR 0-5 YR HIGH... | 7 | 7 | 0.22% | 0.27% | 0.29% | Q4 2020 | Q2 2022 | 7 |
VNQ | VANGUARD SPECIALIZED F... | 7 | 7 | 0.04% | 0.25% | 0.31% | Q4 2020 | Q2 2022 | 7 |
CWB | SPDR SER TR | 7 | 7 | 0.15% | 0.23% | 0.28% | Q4 2020 | Q2 2022 | 7 |
VO | Vanguard Mid-Cap ETF | 7 | 7 | 0.07% | 0.18% | 0.78% | Q4 2020 | Q2 2022 | 7 |
APOLLO GLOBAL MGMT INC | 7 | 7 | 0.08% | 0.16% | 0.25% | Q1 2022 | Q3 2023 | 7 | |
VEA | VANGUARD TAX-MANAGED I... | 7 | 7 | 0.09% | 0.13% | 0.32% | Q4 2020 | Q2 2022 | 7 |
EFA | ISHARES TR | 6 | 1 | 0.07% | 0.13% | 0.41% | Q4 2020 | Q2 2023 | 7 |
VXF | VANGUARD INDEX FUNDS V... | 7 | 7 | 0.00% | 0.12% | 0.17% | Q4 2020 | Q2 2022 | 7 |
VB | Vanguard Small-Cap ETF | 7 | 7 | 0.06% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 7 |
IWF | ISHARES TR | 7 | 7 | 0.04% | 0.12% | 0.24% | Q4 2020 | Q2 2022 | 7 |
SCHX | SCHWAB STRATEGIC TR US... | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SPLG | SPDR SER TR | 4 | 3 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2022 | 7 |
MSGE | MADISON SQUARE GRDN EN... | 4 | 1 | 0.06% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 7 |
GOVT | iShares US Treasury Bond | 7 | 7 | 0.06% | 0.09% | 0.22% | Q4 2020 | Q2 2022 | 7 |
ATO | ATMOS ENERGY CORP | 7 | 7 | 0.05% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SPEM | SPDR S&P Emerging Mark... | 7 | 7 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 7 |
VWO | VANGUARD INTL EQUITY I... | 7 | 7 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2022 | 7 |
SPSM | SPDR SER TR | 7 | 7 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 7 |
KMB | KIMBERLY-CLARK CORP | 7 | 7 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
IJT | ISHARES TR | 7 | 7 | 0.00% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
VTWO | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.01% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 7 |
MUB | ISHARES TRUST ISHARES ... | 7 | 7 | 0.01% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 7 |
BND | VANGUARD TOTAL BOND MA... | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
BCEL | ATRECA INC CLASS A COM... | 4 | 3 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2022 | 7 |
ENLC | ENLINK MIDSTREAM LLC C... | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TBLA | TABOOLA.COM LTD ORDINA... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ICSH | ISHARES TRUST BLACKROC... | 4 | 2 | 0.86% | 1.44% | 1.90% | Q4 2020 | Q2 2022 | 6 |
ITOT | ISHARES TR | 4 | 2 | 1.14% | 1.24% | 1.32% | Q4 2020 | Q2 2022 | 6 |
IJH | ISHARES TR | 4 | 2 | 0.80% | 0.83% | 0.84% | Q4 2020 | Q2 2022 | 6 |
FVD | FIRST TR VALUE LINE DI... | 4 | 2 | 0.26% | 0.47% | 0.62% | Q4 2020 | Q2 2022 | 6 |
LQD | ISHARES TR | 6 | 6 | 0.17% | 0.28% | 0.50% | Q4 2020 | Q1 2022 | 6 |
J | JACOBS ENGR GROUP INC | 4 | 2 | 0.23% | 0.24% | 0.26% | Q4 2020 | Q2 2022 | 6 |
JMST | JP MORGAN EXCHANGE TRA... | 6 | 6 | 0.13% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 6 |
SHY | ISHARES TRUST ISHARES ... | 6 | 6 | 0.02% | 0.18% | 0.29% | Q2 2021 | Q3 2022 | 6 |
PFG | PRINCIPAL FINANCIAL GR... | 4 | 2 | 0.16% | 0.17% | 0.19% | Q4 2020 | Q2 2022 | 6 |
FMB | FIRST TRUST MANAGED MU... | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
FTCS | FIRST TRUST CAPITAL ST... | 4 | 2 | 0.15% | 0.16% | 0.17% | Q4 2020 | Q2 2022 | 6 |
BSX | BOSTON SCIENTIFIC CORP | 4 | 2 | 0.07% | 0.16% | 0.20% | Q4 2020 | Q2 2022 | 6 |
DBC | INVESCO DB COMMODITY I... | 4 | 2 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q2 2022 | 6 |
FPE | FIRST TRUST PREFERRED ... | 4 | 2 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q2 2022 | 6 |
VOOG | VANGUARD ADMIRAL FDS I... | 4 | 2 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q2 2022 | 6 |
FDN | FIRST TRUST ETF DOW JO... | 4 | 2 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 6 |
VOOV | VANGUARD ADMIRAL FDS I... | 4 | 2 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q2 2022 | 6 |
VIOO | VANGUARD ADMIRAL FDS I... | 4 | 2 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q2 2022 | 6 |
VTIP | VANGUARD SHORT TERM IN... | 4 | 2 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 6 |
MEAR | ISHARES U S ETF TR BLA... | 4 | 2 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q2 2022 | 6 |
BP | BP P L C SPONSORED ADR... | 4 | 2 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 6 |
CI | CIGNA CORPORATION COMM... | 4 | 2 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 6 |
PSP | INVESCO EXCHANGE TRADE... | 4 | 2 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q2 2022 | 6 |
IVOO | VANGUARD ADMIRAL FDS I... | 4 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2022 | 6 |
DRAFTKINGS INC NEW | 6 | 6 | 0.05% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 | |
FLUX | FLUX PWR HLDGS INC | 4 | 2 | 0.03% | 0.11% | 0.23% | Q4 2020 | Q2 2022 | 6 |
FNX | FIRST TRUST MID CAP CO... | 4 | 2 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q2 2022 | 6 |
IUSV | ISHARES TRUST ISHARES ... | 4 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 6 |
IBB | ISHARES TR ISHARES BIO... | 4 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 6 |
TWTR | TWITTER INC | 4 | 2 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 6 |
IGIB | ISHARES TRUST ISHARES ... | 4 | 2 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 6 |
IJJ | ISHARES TR | 4 | 2 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 6 |
NC | NACCO INDUSTRIES INC-CL A | 4 | 2 | 0.05% | 0.08% | 0.15% | Q4 2020 | Q2 2022 | 6 |
POST | POST HLDGS INC | 4 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 6 |
IJK | ISHARES TR | 4 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 6 |
DUK | DUKE ENERGY CORPORATIO... | 5 | 1 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 6 |
IWN | ISHARES TR | 6 | 6 | 0.00% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 6 |
GSK | GSK PLC AMERICAN DEPOS... | 4 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 6 |
IJS | ISHARES TR | 4 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 6 |
VGT | VANGUARD WORLD FDS | 5 | 5 | 0.05% | 0.82% | 3.86% | Q4 2020 | Q4 2021 | 5 |
ADPT | ADAPTIVE BIOTECHNOLOGI... | 4 | 1 | 0.15% | 0.50% | 0.93% | Q4 2020 | Q1 2022 | 5 |
FUMB | FIRST TRUST EXCHANGE T... | 5 | 5 | 0.20% | 0.36% | 0.44% | Q3 2022 | Q3 2023 | 5 |
JACOBS SOLUTIONS INC C... | 5 | 5 | 0.27% | 0.30% | 0.32% | Q3 2022 | Q3 2023 | 5 | |
FOXA | FOX CORPORATION | 4 | 1 | 0.18% | 0.25% | 0.38% | Q4 2020 | Q1 2022 | 5 |
VONV | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.10% | 0.24% | 0.40% | Q2 2021 | Q2 2022 | 5 |
AMLP | ALPS ETF TRUST ALERIAN... | 5 | 5 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
VONG | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.07% | 0.13% | 0.20% | Q2 2021 | Q2 2022 | 5 |
SRLN | SSGA ACTIVE TRUST SPDR... | 5 | 5 | 0.00% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 5 |
PYPL | PAYPAL HOLDINGS INC | 4 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 5 |
NGVT | INGEVITY CORPORATION | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 5 |
EQIX | EQUINIX INC COM PAR $0... | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 5 |
IWP | ISHARES TR | 3 | 2 | 0.01% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 5 |
CBSH | COMMERCE BANCSHARES INC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
TSLA | Tesla Motors Inc | 5 | 5 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q2 2022 | 5 |
WARNER BROS DISCOVERY ... | 5 | 5 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q2 2023 | 5 | |
LMBS | FIRST TRUST EXCHANGE T... | 3 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 5 |
CSX | CSX CORPORATION | 4 | 1 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 5 |
ICLN | ISHARES TR | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 5 |
TXMD | THERAPEUTICSMD INC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 5 |
TLRY | Tilray Inc | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
XLV | SPDR Health Care Selec... | 4 | 4 | 0.05% | 0.76% | 2.88% | Q3 2021 | Q2 2022 | 4 |
DD | DUPONT DE NEMOURS INC | 4 | 4 | 0.24% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
ARCC | ARES CAPITAL CORP | 4 | 4 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
HTGC | HERCULES CAPITAL INC | 4 | 4 | 0.11% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SHELL PLC AMERICAN DEP... | 4 | 4 | 0.08% | 0.16% | 0.30% | Q1 2022 | Q4 2022 | 4 | |
DISCA | DISCOVERY INC | 2 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q1 2022 | 4 |
J P MORGAN EXCHANGE TR... | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 | |
RDSB | ROYAL DUTCH SHELL PLC | 4 | 4 | 0.09% | 0.13% | 0.21% | Q4 2020 | Q3 2021 | 4 |
DOW | DOW INC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q3 2021 | 4 |
FGBI | FIRST GTY BANCSHARES INC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
RYF | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CREE | CREE INC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
CCK | CROWN HOLDINGS INC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 4 |
PFS | PROVIDENT FINL SVCS INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
VCSH | Vanguard Short-Term Co... | 4 | 4 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
VTRS | VIATRIS INC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 4 |
BLE | INCOME | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 4 |
DBRG | DIGITALBRIDGE GROUP IN... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 4 |
IMPL | IMPEL PHARMACEUTICALS INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LINDE PLC | 3 | 3 | 0.40% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 | |
VDE | VANGUARD SECTOR INDEX ... | 3 | 3 | 0.05% | 0.29% | 0.77% | Q4 2021 | Q2 2022 | 3 |
IRDM | IRIDIUM COMMUNICATIONS... | 3 | 3 | 0.09% | 0.23% | 0.32% | Q1 2023 | Q3 2023 | 3 |
UHAL | U HAUL HOLDING COMPANY | 3 | 3 | 0.10% | 0.22% | 0.29% | Q1 2023 | Q3 2023 | 3 |
GNRC | Generac Holdings Inc | 2 | 1 | 0.01% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 3 |
ORCC | OWL ROCK CAPITAL CORPO... | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
QYLD | GLOBAL X FDS | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
XFLT | XAI OCTAGON FLOATING R... | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
FIXD | FIRST TR EXCHNG TRADED... | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 3 |
ACV | VIRTUS DIVERSIFIED INC... | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
GEFB | GREIF INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
AMAT | APPLIED MATLS INC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
DKNG | DRAFTKINGS INC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 3 |
SMG | SCOTTS MIRACLE-GRO CO | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
SDY | SPDR SER TR | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
LSXMK | LIBERTY MEDIA CORP DEL | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
FPXI | FIRST TR EXCHANGE TRAD... | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
OXY | Occidental Petroleum Corp | 2 | 1 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 3 |
GSAT | GLOBALSTAR INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 3 |
ACB | AURORA CANNABIS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
FCX | FREEPORT-MCMORAN INC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
CRH | CRH PLC | 1 | 1 | 0.00% | 0.18% | 0.36% | Q4 2021 | Q2 2023 | 2 |
STX | SEAGATE TECHNOLOGY PLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
NRZ | RITHM CAPITAL CORP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
EMB | ISHARES TR | 1 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q4 2021 | 2 |
WOLFSPEED INC COMMON S... | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2022 | 2 | |
IVOV | VANGUARD ADMIRAL FDS I... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
MRO | MARATHON OIL CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TJX | TJX COS INC NEW | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LANC | LANCASTER COLONY CORP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2023 | 2 |
TROW | T ROWE GROUP INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
PSN | PARSONS CORPORATION | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
BIIB | BIOGEN INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
WDC | WESTERN DIGITAL CORP. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
DVN | DEVON ENERGY CORPORATI... | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 2 |
IEC | IEC ELECTRS CORP NEW | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
FITB | FIFTH THIRD BANCORP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 2 |
BBF | BLACKROCK MUN INCOME I... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
ET | ENERGY TRANSFER L P | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
MTBC | MTBC INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
WBA | WALGREEN BOOTS ALLIANC... | 1 | 1 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q2 2022 | 2 |
SDS | PROSHARES TR | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
TFC | Truist Finl Corp Com | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q1 2022 | 2 |
CLNY | COLONY CAP INC NEW | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
BSJO | Invesco BulletShares 2... | 1 | 1 | 5.91% | 5.91% | 5.91% | Q4 2021 | Q4 2021 | 1 |
ANGL | VanEck Fallen Angel Hi... | 1 | 1 | 4.57% | 4.57% | 4.57% | Q4 2021 | Q4 2021 | 1 |
FALN | iShares Fallen Angels ... | 1 | 1 | 4.27% | 4.27% | 4.27% | Q4 2021 | Q4 2021 | 1 |
SJNK | SPDR Bloomberg Short T... | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2021 | Q4 2021 | 1 |
VIS | Vanguard Industrials ETF | 1 | 1 | 3.45% | 3.45% | 3.45% | Q4 2021 | Q4 2021 | 1 |
XLRE | SPDR Real Estate Selec... | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2021 | Q4 2021 | 1 |
IVOL | Quadratic Intrst Rt Vo... | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2021 | Q4 2021 | 1 |
XLI | SPDR Industrial Select... | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2021 | Q4 2021 | 1 |
XLB | SPDR Materials Select ... | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
KRE | SPDR S&P Regional Bank... | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
VDC | Vanguard Consumer Staples | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2021 | Q4 2021 | 1 |
CGW | Invesco S&P Global Wat... | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2021 | Q4 2021 | 1 |
SCHD | Schwab US Dividend Equ... | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
VNLA | Janus Henderson Short ... | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
IHI | iShares U.S. Medical D... | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
SOXX | iShares PHLX SOX Semic... | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 |
VIGI | Vanguard International... | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
VPU | Vanguard Utilities ETF | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
BSJP | Invesco BulletShares 2... | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2021 | Q4 2021 | 1 |
STIP | iShares 0-5 Year TIPS ... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2021 | Q4 2021 | 1 |
SLQD | iShares 0-5 Year Inves... | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
XLP | SPDR Consumer Staples ... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
VCR | Vanguard Consumer Disc... | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
ESGU | iShares ESG Aware MSCI... | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
SCHW | Charles Schwab Corpora... | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
IYW | iShares US Technology ETF | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
XLK | Technology Select Sect... | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
XLY | Consumer Discretionary... | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
CRH PLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 | |
CG | Carlyle Group, Inc. (The) | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
USFR | WisdomTree Floating Ra... | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
AVB | AvalonBay Communities,... | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
MRVL | Marvell Technology, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
VIOG | Vanguard S&P Small-Cap... | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
VOX | Vanguard Communication... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
EFV | iShares MSCI EAFE Value | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
EFG | iShares MSCI EAFE Grow... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
IUSB | iShares Core Total USD... | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
VMBS | Vanguard Mortgage-Back... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
FHLC | Fidelity MSCI Health C... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
CATH | Global X S&P 500 Catho... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
FSTA | Fidelity MSCI Consumer... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
BSCN | Invesco BulletShares 2... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
BIBL | Inspire100 ETF | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
EV | EATON VANCE CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
IWB | iShares Russell 1000 | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
BNDX | Vanguard Total Interna... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
XLSR | SPDR SSGA US Sector Ro... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
VLUE | iShares MSCI USA Value... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
IYJ | iShares U.S. Industria... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
FDVV | Fidelity Core Dividend... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
SPDW | SPDR Portfolio Develop... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
BSV | Vanguard Short-Term Bo... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
EQT | EQT CORPORATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
ESGE | iShares ESG Aware MSCI... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
IXN | iShares Global Tech ETF | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BLES | Inspire Global Hope La... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
SCHG | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
XMLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
IXG | iShares Global Financi... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
HDV | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
FREL | Fidelity MSCI Real Est... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
IYE | iShares U.S. Energy ETF | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
MBB | iShares MBS ETF | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
BLV | Vanguard Long-Term Bon... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
FIDU | Fidelity MSCI Industri... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
CAT | CATERPILLAR INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FNDX | Schwab Fundamental US ... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
QQH | HCM Defender 100 Index... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
LGH | HCM Defender 500 Index... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
VXUS | Vanguard Total Interna... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
AON | AON PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
COMT | iShares GSCI Cmd Dyn R... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
BIV | Vanguard Intermediate-... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CINF | CINCINNATI FINANCIAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
TTC | TORO CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
EUSB | ISHARES ESG ADVNC TTL ... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
VIAV | VIAVI SOLUTIONS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FUN | CEDAR FAIR LP-DEP RCPT... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
IBD | Inspire Corporate Bond... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
VCIT | Vanguard Intermediate-... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MKC | MCCORMICK & CO INC NON... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
GE | GENERAL ELECTRIC CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
HBB | HAMILTON BEACH BRANDS ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
ODFL | Old Dominion Freight L... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DHR | Danaher Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
HYG | iShares iBoxx $ High Y... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SPMD | SPDR Portfolio S&P 400... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
EZU | iShares MSCI Eurozone | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HYLB | Xtrackers USD High Yie... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SPEU | SPDR Portfolio Europe ETF | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FTNT | Fortinet Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TLT | Ishares 20 Plus Year T... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SIVB | SVB Financial Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ZBRA | Zebra Technologies Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
IHF | iShares Dow Jones US H... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CRL | Charles River Laborato... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
GWX | SPDR S&P International... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JNK | SPDR Barclays High Yie... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EXR | Extra Space Storage Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LPX | Louisiana-Pacific Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WST | West Pharmaceutical Se... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bath & Body Works Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 | |
TPX | Tempur Sealy Internati... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
USXF | ISHARES ESG ADVANCED M... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ISRG | Intuitive Surgical Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AJG | Arthur J. Gallagher & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BNDC | FlexShares Core Select... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
KMI | Kinder Morgan Inc P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TECH | Bio- Techne Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MA | Mastercard Inc A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TT | Trane Technologies PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ANSS | Ansys Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TLH | iShares 10-20 Year Tre... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
VMC | Vulcan Materials Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
VVV | Valvoline Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HEIA | Heico Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TDG | TransDigm Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CBRE | CBRE Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BKI | Black Knight Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MCF | CONTANGO OIL & GAS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ESGD | iShares ESG Aware MSCI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
QLC | FlexShares US Quality ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MSCI | MSCI Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TRMB | Trimble Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GM | General Motors Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WCN | Waste Connections Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VAW | Vanguard Materials ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ESML | iShares ESG Aware MSCI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NOK | NOKIA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PPA | Invesco Aerospace & De... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ECL | Ecolab Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VRSK | Verisk Analytics Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CABO | Cable One Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DG | Dollar General Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TLTD | FlexShares Mstar DevMk... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BL | Blackline Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IGSB | Ishares Tr Sh Tr Crpor... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JMIA | Jumia Technologies AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KMX | CarMax Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CRWD | CrowdStrike Holdings Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DJP | iPath DJ-UBS Commodity | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FAST | Fastenal Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
QUAL | iShares MSCI USA Quali... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TFX | Teleflex Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SBAC | SBA Communications Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MKL | Markel Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CSGP | CoStar Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ZS | Zscaler Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DMXF | iShares ESG Advanced M... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PDBC | Invesco Optm Yd Dvrs C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MNDY | Monday Com Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TREX | Trex Co Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPLB | SPDR Portfolio Long Te... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASML | ASML Holding NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KEYS | Keysight Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KLAC | KLA Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GWRE | Guidewire Software Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MCO | Moody's Corporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
UPST | Upstart Hldgs Inc Com | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DDOG | Datadog, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DECK | Deckers Outdoor Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPLV | Invesco S&P 500 Low Vo... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IGBH | iShares Interest Rate ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IQLT | iShares MSCI Intl Qual... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GLD | SPDR Gold Shares | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IEF | iShares 7-10 Year Trea... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BTI | British American Tobac... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BDC | Belden Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VOT | Vanguard Mid-Cap Growt... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EL | The Estee Lauder Compa... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BIL | SPDR Blmbg Barclays 1-... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LSI | Life Storage Inc Com | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HYGV | FlexShares HY Val-Scrd Bd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MGK | Vanguard Mega Cap Grow... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NFG | National Fuel Gas Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IPAC | iShares Core MSCI Paci... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TILT | FlexShares Mstar US Mk... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SUSB | iShares ESG 1-5 Year U... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SLM | SLM Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TWLO | Twilio Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ENB | Enbridge Inc Com | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SO | Southern Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HYS | PIMCO 0-5 Year High Yi... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VEEV | Veeva Systems Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AMG | Affiliated Managers Gr... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
UL | Unilever PLC ADR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OLN | Olin Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BCE | Bce Inc Com New | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WSC | Willscot Mobile Mini H... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HYEM | VanEck EM High Yield B... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SPTS | SPDR Portfolio Short T... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BIO | Bio-Rad Laboratories Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OKTA | Okta Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NGG | National Grid PLC ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IVE | iShares S&P 500 Value | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FISR | SPDR SSGA Fixed Inc Se... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RWX | SPDR Dow Jones Interna... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TTM | Tata Motors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TEAM | Atlassian Corporation PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPTL | SPDR Portfolio Long Te... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NET | Cloudflare Inc Com Cl A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LQDH | iShares Interest Rate ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BCYC | Bicycle Therapeutics PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GUNR | FlexShares Mstar Glbl ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TLTE | FlexShares Mstar EmgMk... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COG | Coterra Energy Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DAC | Danaos Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MDY | SPDR S&P MidCap 400 ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JIG | JPMorgan International... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IEUR | iShares Core MSCI Euro... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MASI | Masimo Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SCZ | iShares MSCI EAFE Smal... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IWO | iShares Russell 2000 G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IWS | iShares Russell Mid-Ca... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTU | Intuit Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IBN | ICICI Bank Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SITM | SiTime Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ERJ | Embraer SA ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TX | Ternium SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
D | Dominion Resources Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DAL | Delta Air Lines | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VGK | Vanguard FTSE Europe ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CM | Canadian Imperial Bank... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRKS | Azenta Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNTX | BIONTECH SE ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WMB | Williams Companies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WK | Workiva Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AER | AerCap Holdings NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NXPI | NXP Semiconductors NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BLD | TopBuild Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USHY | iShares Broad USD High... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RELX | Relx Plc American Depo... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BBVA | Banco Bilbao Vizcaya A... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PPL | PPL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIMS | SPDR S&P Kensho Intell... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EMXC | iShares MSCI Emerging ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EWL | iShares MSCI Switzerla... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IYT | iShares Transportation... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOX | Box Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EXLS | ExlService Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
O | Realty Income Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLBE | Global-E Online Ltd Co... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RUTH | Ruth's Chris Steak Hou... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
UFPI | UFP Industries Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QLYS | Qualys Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVRI | Everi Hldgs Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ONTO | Onto Innovation Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CWI | SPDR MSCI ACWI ex-US ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OMCL | Omnicell Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALC | Alcon Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COUP | Coupa Software Inc Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OAS | OASIS PETROLEUM ORD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GIS | General Mills Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MEDP | Medpace Hldgs Inccom | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SCHP | Schwab US TIPS ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NVO | Novo Nordisk A/S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IGLB | iShares 10 Year Invmt ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SUB | iShares Short-Term Nat... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KBH | KB Home | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAG | Conagra Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMN | AMN Healthcare Service... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GGAL | Grupo Financiero Galic... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ICLR | Icon PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FITE | SPDR S&P Kensho Future... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPT | Sprout Social Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MTH | Meritage Homes Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MIME | Mimecast Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SSL | Sasol Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NVEE | NV5 Global Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KNSL | Kinsale Cap Group Inc Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KXI | iShares Global Consume... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SHV | iShares Short Treasury... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CCL | Carnival Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTLT | Catalent Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZI | Zoominfo Technologies ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMX | America Movil SAB de CV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ING | ING Groep NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KWEB | KraneShares CSI China ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
E | Eni SpA ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TLK | PT Telkom Indonesia (P... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRP | TC Energy Corpcom | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BBJP | JPMorgan BetaBuilders ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOTZ | Global X Robotics & Ar... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HLI | Houlihan Lokey Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TS | Tenaris SA ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
UBS | UBS Group AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SK Telecom Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
MT | ArcelorMittal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GMAB | Genmab A/S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GXC | SPDR S&P China ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FCN | FTI Consulting Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KEMX | KraneShares MSCI Em Mk... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAR | GraniteShares Gold Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DLR | Digital Realty Trust Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IXJ | iShares Global Healthcare | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NFRA | FlexShares STOXX Globa... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROP | Roper Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GQRE | FlexShares Glbl Qualit... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROG | Rogers Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RF | Regions Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PEG | Public Service Enterpr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SE | Sea Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HSC | Harsco Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PXD | Pioneer Natural Resour... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EXPI | eXp World Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NOW | ServiceNow Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SHOP | Shopify Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SBNY | Signature Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SMPL | The Simply Good Foods Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SNAP | Snap Inc Cl A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ETSY | Etsy Inc com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EQNR | Equinor Asa Sponsored Adr | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STRL | Sterling Construction ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRFT | Perficient Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INSTRUCTURE HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
DY | Dycom Industries Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DPZ | Domino's Pizza Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TXRH | Texas Roadhouse Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASGN | ASGN Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
APPS | Digital Turbine Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TTE | TotalEnergies SE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRU | TransUnion | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TTEC | TTEC Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OPRX | OptimizeRx Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IIVI | II-VI Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GMED | Globus Medical Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LPRO | OPEN LENDING CL A ORD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FLWS | 1-800-Flowers.com Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Olaplex Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
UPLD | Upland Software Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VLRS | Controladora Vuela Cia... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OIH | VanEck Oil Services ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBHC | National Bank Holdings... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHCT | Community Healthcare T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIX | Comfort Systems USA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NDAQ | Nasdaq Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CNS | Cohen & Steers Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NSSC | NAPCO Security Technol... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NMIH | NMI Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHGG | Chegg Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MNRO | Monro Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VNQI | Vanguard Global ex-US ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VSS | Vanguard FTSE All-Worl... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ECOM | ChannelAdvisor Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KBR | KBR Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MPWR | Monolithic Power Syste... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MXI | iShares Global Materials | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CRI | Carter's Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARG | CarGurus Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MMSI | Merit Medical Systems Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VGIT | Vanguard Intmdt-Term T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MELI | MercadoLibre Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIX | Wix.com Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MGRC | McGrath RentCorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EPAY | Bottomline Technologie... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MMS | Maximus Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BBCA | JPMorgan BetaBuilders ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MTCH | MATCH GROUP ORD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MCHI | iShares MSCI China ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EFAV | iShares MSCI EAFE Min ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBUU | Malibu Boats Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MGNI | Magnite Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MTSI | MACOM Technology Solut... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B | Barnes Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LAD | Lithia Motors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BKU | BankUnited Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BLL | Ball Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KRA | Kraton Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
APAM | Artisan Partners Asset... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ATR | AptarGroup Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMPLITUDE INC COM CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
DSX | Diana Shipping Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GLDM | SPDR Gold MiniShares | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMPH | Amphastar Pharmaceutic... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMED | Amedisys Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ITRI | Itron Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALE | ALLETE Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALGN | Align Technology Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AIN | Albany International Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AEIS | Advanced Energy Indust... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADUS | Addus HomeCare Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACIW | ACI Worldwide Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACHC | Acadia Healthcare Co Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BCI | Aberdeen Standard Blmb... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KKR | KKR & Co Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TROX | Tronox Holdings PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EBND | SPDR Blmbg Barclays Em... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BWX | SPDR Blmbg Barclays In... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPIP | SPDR Portfolio TIPS ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FOXF | Fox Factory Holding Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FTV | Fortive Corp Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AZPN | Aspen Technology Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IEX | IDEX Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PACW | PacWest Bancorp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCBI | Texas Capital Bancshar... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AGI | Alamos Gold Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TDY | Teledyne Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PETQ | PetIQ Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHE | Chemed Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KN | Knowles Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIEN | Ciena Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NCR | NCR Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CSL | Carlisle Companies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHRS | Coherus BioSciences Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SLRC | SLR Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NWL | Newell Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAMP | CalAmp Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CALM | Cal-Maine Foods Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WWW | Wolverine World Wide Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PBH | Prestige Consumer Heal... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MRCY | Mercury Systems Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HURN | Huron Consulting Group... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NWE | NorthWestern Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NUS | Nu Skin Enterprises In... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WWE | World Wrestling Entert... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MD | Mednax Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
XPER | Xperi Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DBI | Designer Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EEFT | Euronet Worldwide Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BXP | Boston Properties Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FLOT | iShares Floating Rate ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SUPN | Supernus Pharmaceutica... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KNX | Knight Swift Transn Hl... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MATW | Matthews International... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HQY | HealthEquity Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AZZ | AZZ Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INFN | Infinera Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AIMC | Altra Industrial Motio... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BHLB | Berkshire Hills Bancor... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RRC | Range Resources Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JBGS | JBG SMITH Properties | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVR | Evercore Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
THS | Treehouse Foods Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VOYA | Voya Financial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EHC | Encompass Health Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IPGP | IPG Photonics Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WSFS | WSFS Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FANG | Diamondback Energy Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FLS | Flowserve Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRP | BRP group inc-a | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PPBI | Pacific Premier Bancor... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HLF | Herbalife Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Download |
The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and VANGUARD S&P 500 ETF, are the highest-conviction holdings of MCDONALD PARTNERS LLC.
The conviction is calculated by counting the number of quarters a security has been reported by MCDONALD PARTNERS LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MCDONALD PARTNERS LLC owns currently or has owned in the past.