777 is the total number of securities Financial Engines Advisors L.L.C. has owned. The longest Financial Engines Advisors L.L.C. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CVX | CHEVRON CORPORATION | 42 | 42 | 0.00% | 0.36% | 2.12% | Q2 2013 | Q3 2023 | 42 |
VSAT | VIASAT INC | 42 | 42 | 0.01% | 0.36% | 1.83% | Q2 2013 | Q3 2023 | 42 |
BK | Bank of New York Mello... | 32 | 9 | 0.02% | 2.35% | 12.05% | Q2 2013 | Q3 2023 | 41 |
ODFL | Old Dominion Freight L... | 32 | 9 | 0.03% | 1.54% | 5.57% | Q2 2013 | Q3 2023 | 41 |
OLN | OLIN CORP | 32 | 9 | 0.01% | 0.39% | 2.05% | Q2 2013 | Q3 2023 | 41 |
CRS | CARPENTER TECHNOLOGY CORP | 32 | 9 | 0.00% | 0.29% | 1.55% | Q2 2013 | Q3 2023 | 41 |
TRN | TRINITY INDUSTRIES INC | 32 | 9 | 0.00% | 0.23% | 1.06% | Q2 2013 | Q3 2023 | 41 |
SON | SONOCO PRODUCTS CO | 32 | 9 | 0.00% | 0.23% | 1.13% | Q2 2013 | Q3 2023 | 41 |
KMI | Kinder Morgan Inc P | 33 | 2 | 0.01% | 2.18% | 8.70% | Q2 2013 | Q3 2023 | 40 |
ALK | ALASKA AIR GROUP INC | 32 | 8 | 0.01% | 0.86% | 5.14% | Q2 2013 | Q2 2023 | 40 |
WFC | WELLS FARGO CO NEW | 31 | 9 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 40 |
ASTE | ASTEC INDUSTRIES INC | 32 | 1 | 0.00% | 0.18% | 0.65% | Q2 2013 | Q3 2023 | 39 |
DAL | DELTA AIR LINES INC DEL | 27 | 2 | 0.00% | 0.06% | 0.55% | Q2 2013 | Q3 2023 | 39 |
MSFT | MICROSOFT CORP | 21 | 17 | 0.00% | 0.97% | 5.92% | Q3 2013 | Q3 2023 | 38 |
EW | EDWARDS LIFSCI CORP CO... | 16 | 1 | 0.01% | 0.85% | 3.89% | Q2 2013 | Q3 2023 | 36 |
GGG | GRACO INC | 27 | 9 | 0.00% | 0.12% | 1.36% | Q3 2014 | Q3 2023 | 36 |
PCH | POTLATCHDELTIC CORPORA... | 22 | 2 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 36 |
CR | CRANE CO | 32 | 3 | 0.01% | 0.84% | 2.56% | Q2 2013 | Q1 2022 | 35 |
ABBV | ABBVIE INC | 34 | 34 | 0.03% | 2.24% | 21.89% | Q2 2015 | Q3 2023 | 34 |
DVA | DAVITA INC | 34 | 34 | 0.00% | 0.29% | 2.34% | Q2 2015 | Q3 2023 | 34 |
ABT | ABBOTT LABS | 24 | 9 | 0.01% | 1.10% | 10.44% | Q2 2015 | Q3 2023 | 33 |
EFX | EQUIFAX INC | 27 | 5 | 0.00% | 0.40% | 2.56% | Q3 2014 | Q3 2022 | 32 |
CMCSA | COMCAST CORP NEW CL A | 16 | 1 | 0.00% | 3.85% | 19.45% | Q2 2013 | Q3 2023 | 30 |
K | KELLOGG CO | 30 | 30 | 0.00% | 0.49% | 1.85% | Q2 2013 | Q3 2020 | 30 |
SCHF | SCHWAB STRATEGIC TRUST | 28 | 28 | 1.04% | 12.37% | 34.98% | Q4 2016 | Q3 2023 | 28 |
SCHG | Schwab US Large-Cap Gr... | 28 | 28 | 2.45% | 9.67% | 31.17% | Q4 2016 | Q3 2023 | 28 |
SCHV | Schwab US Large-Cap Va... | 28 | 28 | 1.22% | 9.32% | 23.21% | Q4 2016 | Q3 2023 | 28 |
SCHH | Schwab US REIT ETF(TM) | 28 | 28 | 1.40% | 2.83% | 6.92% | Q4 2016 | Q3 2023 | 28 |
TFI | SPDR SERIES TRUST | 28 | 28 | 0.05% | 1.03% | 7.16% | Q4 2016 | Q3 2023 | 28 |
SCHZ | Schwab US Aggregate Bo... | 28 | 28 | 0.27% | 0.79% | 2.24% | Q4 2016 | Q3 2023 | 28 |
SCHO | SCHWAB STRATEGIC TRUST | 28 | 28 | 0.00% | 0.56% | 4.99% | Q4 2016 | Q3 2023 | 28 |
SLF | SUN LIFE FINL INC | 28 | 28 | 0.00% | 0.20% | 0.70% | Q2 2013 | Q1 2020 | 28 |
PRGO | PERRIGO CO PLC | 19 | 1 | 0.00% | 0.10% | 0.71% | Q3 2014 | Q3 2023 | 28 |
SCHE | SCHWAB STRATEGIC TRUST | 27 | 27 | 0.87% | 2.12% | 3.40% | Q1 2017 | Q3 2023 | 27 |
SLYV | SPDR S&P 600 Small Cap... | 27 | 27 | 0.26% | 1.75% | 9.18% | Q1 2017 | Q3 2023 | 27 |
SLYG | SPDR S&P 600 Small Cap... | 27 | 27 | 0.22% | 1.51% | 12.44% | Q1 2017 | Q3 2023 | 27 |
LBYYQ | LIBBEY INC | 25 | 2 | 0.00% | 0.16% | 0.51% | Q2 2013 | Q2 2020 | 27 |
D | DOMINION RES INC VA NEW | 25 | 1 | 0.00% | 8.19% | 22.75% | Q2 2013 | Q2 2023 | 26 |
SCHM | Schwab US Mid-Cap ETF(TM) | 26 | 26 | 0.06% | 1.79% | 5.71% | Q2 2017 | Q3 2023 | 26 |
SCHA | Schwab US Small-Cap ET... | 26 | 26 | 0.10% | 0.40% | 0.76% | Q2 2017 | Q3 2023 | 26 |
TWI | TITAN INTL INC ILL | 26 | 26 | 0.00% | 0.15% | 0.48% | Q2 2013 | Q3 2019 | 26 |
FITB | FIFTH THIRD BANCORP | 25 | 25 | 0.01% | 1.58% | 4.28% | Q2 2013 | Q2 2019 | 25 |
MDYV | SPDR S&P 400 Mid Cap V... | 25 | 25 | 0.00% | 1.34% | 6.66% | Q3 2017 | Q3 2023 | 25 |
MDYG | SPDR S&P 400 Mid CapGr... | 25 | 25 | 0.00% | 0.70% | 5.51% | Q3 2017 | Q3 2023 | 25 |
VIAB | VIACOM INC NEW (B) | 22 | 3 | 0.00% | 0.64% | 1.92% | Q2 2013 | Q3 2019 | 25 |
SCHR | SCHWAB STRATEGIC TRUST | 25 | 25 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q3 2023 | 25 |
BMS | BEMIS INC | 24 | 24 | 0.02% | 1.88% | 4.57% | Q2 2013 | Q1 2019 | 24 |
SPTL | SPDR SERIES TRUST | 24 | 24 | 0.07% | 1.25% | 2.36% | Q4 2017 | Q3 2023 | 24 |
MRO | MARATHON OIL CORP | 24 | 24 | 0.00% | 0.65% | 2.20% | Q2 2013 | Q1 2019 | 24 |
VTI | VANGUARD TOTAL STOCK M... | 23 | 1 | 0.00% | 0.30% | 0.96% | Q3 2017 | Q3 2023 | 24 |
SHM | SPDR SERIES TRUST | 19 | 5 | 0.06% | 0.13% | 0.19% | Q3 2017 | Q3 2023 | 24 |
PSX | PHILLIPS 66 | 23 | 1 | 0.00% | 0.05% | 0.46% | Q2 2013 | Q3 2023 | 24 |
FAF | FIRST AMERN FINL CORP | 23 | 23 | 0.01% | 1.48% | 4.11% | Q2 2013 | Q4 2018 | 23 |
COP | CONOCOPHILLIPS | 23 | 23 | 0.00% | 0.14% | 0.99% | Q2 2013 | Q4 2018 | 23 |
JWN | NORDSTROM INC | 14 | 9 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 23 |
BA | BOEING CO/THE | 14 | 9 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
VIA | VIACOM INC NEW (A) | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
FUL | HB FULLER CO | 10 | 4 | 0.00% | 0.00% | 0.05% | Q3 2017 | Q3 2023 | 23 |
VUG | VANGUARD INDEX FUNDS | 21 | 1 | 0.00% | 9.68% | 17.06% | Q1 2018 | Q3 2023 | 22 |
IWD | ISHARES TRUST | 20 | 2 | 0.00% | 6.65% | 13.77% | Q1 2018 | Q3 2023 | 22 |
MPC | MARATHON PETROLEUM CORP | 22 | 22 | 0.11% | 2.03% | 4.20% | Q2 2013 | Q3 2018 | 22 |
IJR | ISHARES TRUST | 19 | 3 | 0.00% | 1.15% | 2.03% | Q1 2018 | Q3 2023 | 22 |
ETH | ETHAN ALLEN INTERIORS INC | 21 | 1 | 0.00% | 0.20% | 0.48% | Q3 2013 | Q2 2019 | 22 |
IPG | INTERPUBLIC GROUP OF C... | 22 | 22 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2018 | 22 |
CORP | PIMCO INV GRADE CORP B... | 19 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
LQD | ISHARES TRUST | 21 | 21 | 0.00% | 3.57% | 6.34% | Q3 2018 | Q3 2023 | 21 |
IJH | iShares Trust | 20 | 1 | 0.00% | 2.46% | 4.81% | Q1 2018 | Q3 2023 | 21 |
WGL | WGL HOLDINGS INC | 21 | 21 | 0.04% | 0.55% | 1.47% | Q2 2013 | Q2 2018 | 21 |
IJK | ISHARES TRUST | 21 | 21 | 0.00% | 0.49% | 0.84% | Q3 2018 | Q3 2023 | 21 |
EFA | iShares Trust | 20 | 1 | 0.00% | 0.42% | 0.82% | Q1 2018 | Q3 2023 | 21 |
IEFA | iShares Trust | 20 | 1 | 0.00% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 21 |
IEMG | iShares Trust | 20 | 1 | 0.00% | 0.07% | 0.65% | Q1 2018 | Q3 2023 | 21 |
SCHC | SCHWAB STRATEGIC TRUST | 21 | 21 | 0.00% | 0.05% | 1.02% | Q3 2018 | Q3 2023 | 21 |
VTV | VANGUARD VALUE ETF | 20 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 21 |
AAPL | APPLE INC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 21 |
IJT | ISHARES TRUST | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
FBHS | FORTUNE BRANDS INNOVAT... | 21 | 21 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 21 |
VZ | VERIZON COMMUNICATN | 17 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 21 |
XT | ISHARES TR | 20 | 20 | 4.44% | 6.00% | 9.63% | Q4 2018 | Q3 2023 | 20 |
FDX | FEDEX CORPORATION | 16 | 1 | 0.00% | 1.87% | 3.41% | Q2 2013 | Q1 2019 | 20 |
NANR | SPDR S&P(R) North Amer... | 20 | 20 | 0.81% | 1.87% | 4.06% | Q4 2018 | Q3 2023 | 20 |
IEI | ISHARES TR | 20 | 20 | 1.20% | 1.84% | 3.19% | Q4 2018 | Q3 2023 | 20 |
VNQ | Vanguard REIT ETF | 20 | 20 | 0.70% | 1.39% | 2.65% | Q4 2018 | Q3 2023 | 20 |
GXP | GREAT PLAINS ENERGY INC | 20 | 20 | 0.05% | 0.92% | 1.69% | Q2 2013 | Q1 2018 | 20 |
IJJ | ISHARES TR | 20 | 20 | 0.21% | 0.48% | 1.00% | Q4 2018 | Q3 2023 | 20 |
IWO | ISHARES TR | 20 | 20 | 0.19% | 0.41% | 0.83% | Q4 2018 | Q3 2023 | 20 |
LVHD | Legg Mason Low Volatil... | 20 | 20 | 0.11% | 0.37% | 0.89% | Q4 2018 | Q3 2023 | 20 |
MUB | ISHARES TR | 20 | 20 | 0.02% | 0.35% | 0.83% | Q4 2018 | Q3 2023 | 20 |
SPHD | Invesco S&P 500(R) Hig... | 20 | 20 | 0.11% | 0.34% | 0.70% | Q4 2018 | Q3 2023 | 20 |
EFAV | ISHARES TR | 20 | 20 | 0.17% | 0.27% | 0.46% | Q4 2018 | Q3 2023 | 20 |
BND | Vanguard Total Bond Ma... | 20 | 20 | 0.14% | 0.23% | 0.57% | Q4 2018 | Q3 2023 | 20 |
IVE | ISHARES TR | 20 | 20 | 0.07% | 0.16% | 0.45% | Q4 2018 | Q3 2023 | 20 |
IVW | ISHARES TR | 20 | 20 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 20 |
VO | VANGUARD MID-CAP ETF | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
IJS | ISHARES TRUST | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
HACK | ETFMG Prime Cyber Secu... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BOTZ | Global X Robotics & Ar... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
IPAY | ETFMG Prime Mobile Pay... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
PBD | Invesco Global Clean E... | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PG | PROCTER & GAMBLE CO/THE | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
KOMP | SPDR S&P Kensho New Ec... | 19 | 19 | 0.00% | 2.69% | 4.20% | Q1 2019 | Q3 2023 | 19 |
SPDW | SPDR SERIES TRUST | 19 | 19 | 0.01% | 2.09% | 4.60% | Q1 2019 | Q3 2023 | 19 |
SCHK | SCHWAB STRATEGIC TRUST | 18 | 1 | 0.00% | 1.23% | 2.69% | Q4 2018 | Q3 2023 | 19 |
SHV | ISHARES TR | 15 | 4 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
FREL | Fidelity(R) MSCI Real ... | 15 | 4 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 19 |
AMZN | AMAZON.COM INC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
GOOGL | ALPHABET INC-CL A | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 19 |
CSCO | Cisco Systems Inc/Dela... | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
IGIB | iShares Trust iShares ... | 17 | 1 | 0.00% | 4.40% | 6.01% | Q3 2018 | Q3 2023 | 18 |
MMC | MARSH & MCLENNAN COS INC | 9 | 1 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 18 |
AMCR | AMCOR PLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FB | META PLATFORMS INC-CLA... | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
T | AT&T INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
F | FORD MTR CO DEL | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
SPMB | SPDR(R) Portfolio Mort... | 17 | 17 | 1.72% | 7.21% | 8.94% | Q3 2019 | Q3 2023 | 17 |
SPYV | SPDR(R) Portfolio S&P ... | 17 | 17 | 0.02% | 5.22% | 7.97% | Q3 2019 | Q3 2023 | 17 |
SPYG | SPDR S&P 500 Growth | 17 | 17 | 0.00% | 1.79% | 3.46% | Q3 2019 | Q3 2023 | 17 |
SPTI | SPDR(R) Portfolio Intm... | 17 | 17 | 0.00% | 1.18% | 1.99% | Q3 2019 | Q3 2023 | 17 |
IGOV | iShares International ... | 17 | 17 | 0.00% | 1.18% | 1.71% | Q3 2019 | Q3 2023 | 17 |
SPLG | SPDR(R) Portfolio S&P ... | 17 | 17 | 0.00% | 0.55% | 0.72% | Q3 2019 | Q3 2023 | 17 |
SPY | SPDR S&P 500 ETF TRUST | 14 | 1 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 17 |
KLIC | KULICKE & SOFFA INDS INC | 9 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 17 |
IWP | ISHARES TRUST | 15 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 17 |
IUSV | iShares Trust | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 17 |
TSLA | Tesla Motors Inc | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
XLB | Select Sector Spdr Trust | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
JNJ | JOHNSON & JOHNSON | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
SBUX | STARBUCKS CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
UNP | UNION PACIFIC CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
CLX | CLOROX CO DEL | 16 | 16 | 0.14% | 1.84% | 3.08% | Q2 2013 | Q1 2017 | 16 |
VWO | Vanguard Index Funds | 15 | 1 | 0.00% | 1.43% | 2.09% | Q1 2018 | Q3 2023 | 16 |
SPSM | SPDR(R) Portfolio S&P ... | 16 | 16 | 0.02% | 1.30% | 2.00% | Q4 2019 | Q3 2023 | 16 |
SPEM | SPDR S&P Emerging Mark... | 16 | 16 | 0.02% | 0.70% | 1.41% | Q4 2019 | Q3 2023 | 16 |
TEN | TENNECO INC | 16 | 16 | 0.02% | 0.53% | 1.39% | Q1 2014 | Q4 2017 | 16 |
AGG | iShares Trust | 15 | 1 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 16 |
IWF | ISHARES TRUST | 15 | 1 | 0.00% | 0.03% | 0.17% | Q2 2018 | Q3 2023 | 16 |
VB | VANGUARD SMALL-CAP ETF | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
SUB | iShares Short-Term Nat... | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
SCHX | Schwab US Large-Cap ET... | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 16 |
EFV | ISHARES MSCI EAFE VALU... | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
VBR | VANGUARD SMALL-CAP VAL... | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO. INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
MA | MASTERCARD INCORPORATED | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
KO | COCA-COLA CO/THE | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
SPIB | SPDR(R) Portfolio Inte... | 15 | 15 | 0.00% | 0.04% | 0.27% | Q1 2020 | Q3 2023 | 15 |
BWX | Spdr Series Trust | 8 | 1 | 0.00% | 0.02% | 0.18% | Q4 2017 | Q3 2023 | 15 |
MDY | SPDR S&P MidCap 400 ET... | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 15 |
IWB | ISHARES RUSSELL 1000 ETF | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
IWM | ISHARES RUSSELL 2000 ETF | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IVV | ISHARES TRUST | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 15 |
VBK | VANGUARD SMALL-CAP GRW... | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
VOT | VANGUARD MID-CAP GROWT... | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EEM | iShares MSCI Emerging ... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SPMD | SPDR(R) Portfolio S&P ... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
UNH | UNITEDHEALTH GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
HD | The Home Depot Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
VOE | VANGUARD MID-CAP VALUE... | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ORLY | O'REILLY AUTOMOTIVE INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GOOG | ALPHABET INC-CL C | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
XOM | EXXON MOBIL CORPORATION | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
JPM | JPMORGAN CHASE & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
MCD | MCDONALDS CORP | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
IBM | INTL BUSINESS MACHINES... | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
V | VISA INC-CLASS A SHARES | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
NEE | NEXTERA ENERGY INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
PEP | PEPSICO INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
DIS | Walt Disney Co/The | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 15 |
TECB | iShares US Tech Breakt... | 14 | 14 | 0.59% | 0.95% | 1.32% | Q2 2020 | Q3 2023 | 14 |
VEA | Vanguard FTSE Develope... | 14 | 14 | 0.00% | 0.08% | 0.26% | Q2 2020 | Q3 2023 | 14 |
QQQ | POWERSHARES ETF TRUST II | 9 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 14 |
SHY | iShares Trust | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 14 |
BRKB | BERKSHIRE HATHAWAY INC... | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
CWI | SPDR MSCI ACWI ex-US ETF | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
IWR | iShares Trust | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
NFLX | NETFLIX INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
VIG | Vanguard Dividend Appr... | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
QLD | PROSHARES ULTRA QQQ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IWS | iShares Trust | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 14 |
PFE | PFIZER INCORPORATED | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
VOO | VANGUARD S&P 500 ETF | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DIA | SPDR Dow Jones Industr... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DDM | PROSHARES ULTRA DOW30 | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BMY | BRISTOL-MYERS SQUIBB CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
BKLN | POWERSHARES ETF TRUST II | 13 | 13 | 0.00% | 0.73% | 1.47% | Q4 2016 | Q4 2019 | 13 |
TRI | THOMSON REUTERS CORP | 13 | 13 | 0.41% | 0.60% | 1.05% | Q2 2013 | Q2 2016 | 13 |
NWL | NEWELL RUBBERMAID INC | 13 | 13 | 0.01% | 0.49% | 2.49% | Q3 2014 | Q3 2017 | 13 |
AIG | AMERICAN INTL GROUP INC | 13 | 13 | 0.00% | 0.05% | 0.44% | Q3 2015 | Q3 2018 | 13 |
AMCX | AMC NETWORKS INC | 6 | 1 | 0.00% | 0.04% | 0.44% | Q3 2013 | Q3 2018 | 13 |
XLF | SPDR SERIES TRUST | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 13 |
NAV | NAVISTAR INTL CORP NEW | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 13 |
GLD | SPDR GOLD SHARES | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
VGT | VANGUARD INFO TECH ETF | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
ORCL | ORACLE CORPORATION | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 13 |
LLY | LILLY ELI & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 13 |
TMO | THERMO FISHER SCNTFC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 13 |
WMT | WAL-MART STORES INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
INTC | INTEL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
FNDF | SCHWAB FUNDAMENTAL INT... | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ASB | ASSOCIATED BANC-CORP | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
PHB | POWERSHARES ETF TRUST II | 12 | 12 | 0.00% | 0.25% | 0.45% | Q1 2017 | Q4 2019 | 12 |
MBB | ISHARES TRUST | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 12 |
CVC | CABLEVISION SYS CORP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
ADP | Automatic Data Process... | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
SLY | SPDR S&P 600 SMALL CAP... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
VYM | VANGUARD HIGH DVD YIEL... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CLW | CLEARWATER PAPER CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
LOW | LOWE'S COS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
ACN | ACCENTURE PLC-CL A | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
HNT | HEALTH NET INC | 11 | 11 | 0.07% | 0.17% | 0.25% | Q2 2013 | Q4 2015 | 11 |
GNMA | ISHARES GNMA BOND ETF | 9 | 2 | 0.00% | 0.06% | 0.40% | Q4 2020 | Q3 2023 | 11 |
BIV | Vanguard Intermediate-... | 8 | 3 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 11 |
XLK | TECHNOLOGY SELECT SECT... | 7 | 4 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 11 |
NVDA | NVIDIA CORP | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
PM | Phillip Morris Intl St... | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 11 |
DEO | DIAGEO PLC-SPONSORED ADR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
UBCP | UNITED BANCORP INC/OHIO | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 11 |
BUD | ANHEUSER BUSCH INBEV S... | 9 | 1 | 0.00% | 2.60% | 3.65% | Q2 2013 | Q4 2017 | 10 |
CMCSK | COMCAST CORP NEW | 10 | 10 | 0.27% | 0.68% | 2.14% | Q2 2013 | Q3 2015 | 10 |
AON | AON PLC | 10 | 10 | 0.04% | 0.10% | 0.21% | Q4 2017 | Q1 2020 | 10 |
FLIR | FLIR SYSTEMS INC | 10 | 10 | 0.00% | 0.07% | 0.42% | Q2 2016 | Q3 2018 | 10 |
GOVT | ISHARES US TREASURY BO... | 9 | 1 | 0.00% | 0.06% | 0.32% | Q3 2018 | Q3 2023 | 10 |
BSV | VANGUARD SHORT-TERM BO... | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 10 |
BAX | BAXTER INTL INC COM STOCK | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 10 |
IWV | iSHARES Trust | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
DUK | DUKE ENERGY CORP NEW | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
CB | CHUBB LTD | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 10 |
DE | DEERE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SDY | SPDR S&P DIVIDEND ETF | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MINT | PIMCO ETF TRUST | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
EXC | EXELON CORPORATION | 5 | 1 | 0.00% | 1.72% | 3.94% | Q2 2013 | Q3 2021 | 9 |
ACI | ARCH COAL INC | 9 | 9 | 0.05% | 0.33% | 0.57% | Q2 2013 | Q2 2015 | 9 |
DTE | DTE ENERGY CO | 8 | 1 | 0.00% | 0.18% | 1.62% | Q2 2017 | Q2 2021 | 9 |
SCHP | SCHWAB U.S. TIPS ETF | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Dimensional World EX U... | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 | |
DFAC | Dimensional US Core Eq... | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
ADS | ALLIANCE DATA SYSTEMS ... | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2019 | 9 |
ESGD | iShares Trust iShares ... | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NKE | NIKE INC | 5 | 4 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2021 | 9 |
ARKG | ARK Genomic Revolution... | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 9 |
TIP | ISHARES TIPS BOND ETF | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ESML | iShares ESG Aware MSCI... | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CRM | SALESFORCE INC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
DGRO | iShares Core Dividend ... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SYY | SYSCO CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PFF | iShares Preferred&Inco... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
RYT | Invesco S&P 500 Equal ... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NOC | NORTHROP GRUMMAN CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ITW | Illinois Tool Works Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
DVY | ISHARES SELECT DIVIDEN... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ESGU | iShares ESG Aware MSCI... | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
VCIT | VANGUARD INT-TERM CORP... | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 9 |
DHR | DANAHER CORP DEL | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 9 |
GE | GENERAL ELECTRIC CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 9 |
CLF | CLIFFS NATURAL RESOURC... | 8 | 8 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q1 2015 | 8 |
XLI | Select Sector Spdr Trust | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 8 |
AAL | AMERICAN AIRLS GROUP INC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q1 2016 | 8 |
ARKQ | ARK Industrial Innovat... | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 8 |
TLT | iShares 20 Year Treasu... | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BLV | VANGUARD LONG-TERM BON... | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HAIL | SPDR S&P Kensho Smart ... | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 8 |
USSG | Xtrackers MSCI USA ESG... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LEGR | First Trust Indxx Inno... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ESGV | VANGUARD ESG US STOCK ETF | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BLCN | SIREN NEXGEN ECONOMY ETF | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SCHB | SCHWAB US BROAD MARKET... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
MTUM | ISHARES TRUST | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
SCHD | SCHWAB US DVD EQUITY ETF | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
VV | VANGUARD LARGE-CAP ETF | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
EFG | ISHARES MSCI EAFE GROW... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
WM | WASTE MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
XLU | Utilities Select Secto... | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 8 |
AGN | ALLERGAN INC | 7 | 7 | 4.13% | 5.44% | 6.47% | Q2 2013 | Q4 2014 | 7 |
AGN | ALLERGAN PLC | 6 | 1 | 0.00% | 3.69% | 4.93% | Q2 2015 | Q4 2017 | 7 |
VCSH | VANGUARD S/T CORP BOND... | 6 | 1 | 0.00% | 0.52% | 0.66% | Q1 2018 | Q3 2023 | 7 |
VFH | VANGUARD FINANCIALS ETF | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CVO | CENVEO INC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2016 | 7 |
SUSC | iShares ESG Aware USD ... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DFUS | DIMENSIONAL US EQUITY ETF | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
EFIV | SPDR S&P 500 ESG ETF | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SUSB | iShares ESG Aware 1-5 ... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GRNB | VANECK GREEN BOND ETF | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PROSHARES BITCOIN STRA... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 | |
EEMX | SPDR MSCI EM FSL FL RS... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TLRDQ | TAILORED BRANDS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
DON | WisdomTree US MidCap D... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BLOK | Amplify Transformation... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HDV | iShares Core High Divi... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PZA | Invesco National AMT-F... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SPIP | SPDR PORTFOLIO TIPS ETF | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SPHQ | INVESCO S&P 500 QUALIT... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DEM | WisdomTree Emerging Ma... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HF SINCLAIR CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 | |
ACWI | ISHARES MSCI ACWI ETF | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BX | BLACKSTONE INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
FUTY | FIDELITY US UTILITIES ETF | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DNP | DNP SELECT INCOME FUND... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UCON | First Trust Tcw Uncons... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BAC | BANK OF AMERICA CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
GTO | Invesco Total Return B... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VLUE | iShares MSCI USA Value... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EMXC | ISHARES MSCI EMR MRK E... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IEUR | iSHARES Trust | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 7 |
RTX | RTX CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
TOTL | SPDR DOUBLELINE TR TAC... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VXF | VANGUARD EXTENDED MARK... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ADBE | ADOBE SYSTEMS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
VMBS | Vanguard Mortgage-Back... | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
MSGS | MSG Square Garden Company | 5 | 1 | 0.00% | 0.11% | 0.28% | Q3 2015 | Q2 2018 | 6 |
VTEB | Vanguard Tax-Exempt Bo... | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
ESINQ | ITT EDUCATIONAL SERVIC... | 6 | 6 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2014 | 6 |
SLQD | ISHARES 0-5 YR INV GRD... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SIMS | SPDR S&P Kensho Intell... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
FITE | SPDR S&P Kensho Future... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
WLTW | WILLIS TOWERS WATSON PLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Dimensional US Marketw... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 | |
MUNI | PIMCO Intermediate Mun... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VTIP | VANGUARD SHORT-TERM TIPS | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
ITOT | iShares Core S&P Total... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EEMV | ISHARES MSCI EMG MKT M... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
LANC | Lancaster Colony Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
URTH | ISHARES MSCI WORLD ETF | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAT | CATERPILLAR INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
IYR | ISHARES US REAL ESTATE... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ROST | Ross Stores Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 6 |
DIV | Global X SuperDividend... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MO | Altria Group Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
NEA | NUVEEN AMT-FR QLTY MUN... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
GIS | GENERAL MILLS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
DFAT | DIMENSIONAL US TARGET ... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
MMM | 3M Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
EMLP | First Trust North Amer... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MDLZ | MONDELEZ INTERNATIONAL... | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
SO | SOUTHERN CO/THE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
ECL | ECOLAB INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 6 |
FISV | Fiserv Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 6 |
WARNER BROS DISCOVERY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 | |
VXRT | VAXART INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
ISHARES TR | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 | |
FRX | FOREST LABS INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 5 |
MSGN | MSG NETWORKS INC. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2018 | 5 |
SPBO | SPDR PORTFOLIO CORPORA... | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SQ | Square Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
IAGG | ISHARES INTL AGGREGATE... | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 5 |
SHOP | Shopify Inc | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 5 |
PINS | Pinterest Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
BABA | Alibaba Group Holding ... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
SCZ | iShares MSCI EAFE Smal... | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 5 |
DAPP | VanEck Digital Transfo... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SRE | SEMPRA ENERGY | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 5 |
O | Realty Income Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
LXP | Lexington Realty Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
OHI | Omega Healthcare Inves... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
GOOD | Gladstone Commercial Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
IRM | Iron Mountain Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
WYNN | WYNN RESORTS LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
STAG | STAG Industrial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
EPR | EPR Properties | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
RWJ | Invesco S&P Smallcap 6... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
OLP | One Liberty Properties... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
WPC | WP Carey Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
GTY | Getty Realty Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
QQQJ | Invesco Nasdaq Next Ge... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
TJX | TJX Cos Inc/The | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
IUSG | iShares Core S&P U.S. ... | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
ALL | ALLSTATE CORPORATION | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
DFAS | DIMENSIONAL US SMALL C... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
WTM | White Mountains Insura... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
TFX | Teleflex Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
TECL | Direxion Daily Technol... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
SPCE | Virgin Galactic Holdin... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
COMB | GraniteShares Bloomber... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
EMR | EMERSON ELECTRIC CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
BNDX | VANGUARD TOTAL INTL BO... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
SRTS | Sensus Healthcare Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
GPN | Global Payments Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
VXUS | VANGUARD TOTAL INTL STOCK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
TXN | Texas Instruments Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 5 |
UPS | UNITED PARCEL SRVC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 5 |
CVS | CVS Health Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
VSTM | Verastem Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
EWJ | ISHARES TRUST | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 5 |
C | CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
AON | AON PLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 4 |
BIL | SPDR BLOOMBERG 1-3 MON... | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
VGIT | VANGUARD INTERMEDIATE-... | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FNDE | SCHWAB STRATEGIC TRUST | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
HYG | iShares Trust | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 4 |
CRANE NXT CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 | |
GLOBAL X BLOCKCHAIN ETF | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
OVV | OVINTIV INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PSN | Parsons Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
VNQI | VANGUARD GLBL EX-US RE... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
REGN | REGENERON PHARMS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 4 |
KEYS | Keysight Technologies Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
PLTR | Palantir Technologies Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
A | AGILENT TECHNOLOGIES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
PNC | PNC FINL SERVICES GP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 4 |
CI | CIGNA CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
ANTM | ELEVANCE HEALTH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
EE | EL PASO ELEC CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 4 |
GNR | SPDR S&P Global Natura... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
FIS | Fidelity National Info... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
ISRG | INTUITIVE SURGICAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PRTK | Paratek Pharmaceutical... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Pactiv Evergreen Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 | |
VDE | Vanguard Energy ETF | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
CATH | GLOBAL X S&P 500 CA VA... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
VIGI | Vanguard International... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
VYMI | Vanguard International... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
NAD | NUVEEN QUAL MUNI INCOM... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
DHI | DR Horton Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
SPLV | Invesco S&P 500 Low Vo... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
USB | US Bancorp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
MS | Morgan Stanley | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CMG | CHIPOTLE MEXICAN GRL | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
RTN | RAYTHEON CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 4 |
NAT | NORDIC AMERICAN TANKER... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XLE | Select Sector Spdr Tru... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 4 |
HON | HONEYWELL INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 4 |
VEU | VANGUARD INDEX FUNDS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
SPSB | SPDR SERIES TRUST | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 4 |
NVG | NUVEEN AMT-FR MUNI CRE... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
MDT | MEDTRONIC PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 4 |
PGEN | Precigen Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
VKQ | INVESCO MUNICIPAL TRUST | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
VKI | INVESCO ADV MUNI INC T... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
VCI | VALASSIS COMMUNICATION... | 3 | 3 | 0.27% | 0.36% | 0.44% | Q2 2013 | Q4 2013 | 3 |
LNVGY | LENOVO GROUP LTD | 3 | 3 | 0.00% | 0.06% | 0.18% | Q1 2016 | Q3 2016 | 3 |
EVRG | EVERGY INC. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 3 |
FLOT | ISHARES TR | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
MSG | MADISON SQUARE GARDEN CO | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 3 |
FLRN | SPDR Bloomberg Investm... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
XLV | Select Sector Spdr Trust | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 3 |
MDU | MDU RESOURCES GROUP INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SCHWAB CRYPTO THEMATIC... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
GLOBAL X BLOCKCHAIN ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 | |
DFAE | DIMENSIONAL EMERGING C... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DFAI | DIMENSIONAL INTERNATIO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JPMORGAN REALTY INCOME... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 | |
IGSB | ISHARES TRUST | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
BKLN | POWERSHARES ETF TRUST II | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
PE | Parsley Energy Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
HYT | BlackRock Corporate Hi... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
MGK | VANGUARD MEGA CAP GROW... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
GM | General Motors Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
TGT | Target Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
TMK | TORCHMARK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
EDOC | Global X Telemedicine ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ARKK | ARK Innovation ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SLB | SCHLUMBERGER LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 3 |
GNOM | Global X Genomics & Bi... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SNSR | Global X Internet of T... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
OEF | ISHARES S&P 100 ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LIT | Global X Lithium & Bat... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
GMED | GLOBUS MEDICAL INC - A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CNRG | SPDR S&P Kensho Clean ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
IPAC | iShares Core MSCI Paci... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
VIS | VANGUARD INDUSTRIALS ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ACA | ARCOSA INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
IXUS | iShares Core MSCI Tota... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PYPL | PAYPAL HOLDINGS INCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 3 |
ARKW | ARK Next Generation In... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
RPG | Invesco S&P 500 Pure G... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PLD | Prologis Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
AWK | AMERICAN WTR WKS CO IN... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
FNDA | SCHWAB STRATEGIC TRUST | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 3 |
GUNR | FLEXSHARES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
EMB | ISHARES TRUST | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
KR | KROGER COMPANY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ENB | ENBRIDGE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
AES | AES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
WY | WEYERHAEUSER CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
AA | ALCOA CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BBY | BEST BUY CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
B108PS | ACTAVIS PLC | 1 | 1 | 0.02% | 7.61% | 15.21% | Q3 2014 | Q1 2015 | 2 |
DELL | DELL INC | 2 | 2 | 3.18% | 3.41% | 3.64% | Q2 2013 | Q3 2013 | 2 |
CNC | CENTENE CORP DEL | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
ICSH | BLACKROCK ULTRA SHORT-... | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OKE | ONEOK INC NEW | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
DFAU | DIMENSIONAL US CORE EQ... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RY | ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
APG | API Group Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SKOR | FlexShares Credit-Scor... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SWKS | SKYWORKS SOLUTIONS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SHELL PLC-ADR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
STX | Seagate Technology PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
OXY | OCCIDENTAL PETROLEUM CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NOW | ServiceNow Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
IGM | iShares Expanded Tech ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TLH | iShares 10-20 Year Tre... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GRIFFIN CAPITAL ESSENT... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 | |
FINX | Global X FinTech ETF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BOSS | Global X Founder - Run... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PAVE | Global X US Infrastruc... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AIQ | Global X Artificial In... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DRIV | Global X Autonomous & ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
EBIZ | Global X E-Commerce ETF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HERO | Global X Video Games &... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CTEC | Global X CleanTech ETF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GENERAL ELECTRIC CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 | |
NVS | Novartis AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HYLS | First Trust Exchange-T... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FTEC | Fidelity MSCI Informat... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
DWDP | DOWDUPONT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
XBI | SPDR S&P Biotech ETF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ROKT | SPDR S&P Kensho Final ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DRI | DARDEN RESTAURANTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ED | Consolidated Edison Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SHW | Sherwin-Williams Co/The | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 2 |
ARMK | Aramark | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AMT | American Tower Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WBA | Walgreens Boots Allian... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ARKF | ARK Fintech Innovation... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PRNT | The 3D Printing ETF | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STE | STERIS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GS | GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
CL | COLGATE-PALMOLIVE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
MCK | MCKESSON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 2 |
AMP | AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 2 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 2 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 2 |
VRTX | Vertex Pharmaceuticals... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 2 |
PPG | PPG INDUSTRIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 2 |
AMAT | APPLIED MATERIALS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 2 |
HBAN | HUNTINGTON BANCSHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 2 |
PXD | Pioneer Natural Resour... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 2 |
SFE | SAFEGUARD SCIENTIFICS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
YELP | YELP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RCL | ROYAL CARIBBEAN CRUISE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MTB | M & T BK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
S | SPRINT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CBS | CBS CORP NEW (B) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
BLK | BLACKROCK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 2 |
IRBT | IROBOT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GSV | Gold Standard Ventures... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
ET | Energy Transfer LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
IXJ | ISHARES TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SGEN | SEATTLE GENETICS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MAN | MANPOWERGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ZG | ZILLOW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GNUS | Genius Brands Internat... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ANAB | ANAPTYSBIO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RWK | OPPENHEIMER REVENUE WE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PHB | POWERSHARES ETF TRUST II | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TREX | TREX COMPANY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GLW | CORNING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
AYX | ALTERYX INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TMDI | TITAN MEDICAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TITAN MEDICAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 | |
SPDR SERIES TRUST | 1 | 1 | 26.26% | 26.26% | 26.26% | Q4 2016 | Q4 2016 | 1 | |
SPDR SERIES TRUST | 1 | 1 | 8.00% | 8.00% | 8.00% | Q4 2016 | Q4 2016 | 1 | |
GDI | GARDNER DENVER INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
HSP | HOSPIRA INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2015 | Q2 2015 | 1 |
PBH | PRESTIGE BRANDS HLDGS INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
CNP | CNP COMMON STOCK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
ACIIQ | ARCH COAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
PBJ | INVESCO DYNAMIC FOOD &... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
DEF | INVESCO DEFENSIVE EQUI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
EELV | POWERSHARES ETF TRUST II | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NET | Cloudflare Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
QQQ | POWERSHARES QQQ TRUST I | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ICF | iShares Cohen & Steers... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SNOW | Snowflake Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ROK | Rockwell Automation Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WYND | WYNDHAM WORLDWIDE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GOTU | GSX Techedu Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRKA | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HFC | HollyFrontier Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STZ | Constellation Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAR | AVIS BUDGET GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AVGO | Broadcom Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IAS | INTEGRAL AD SCIENCE HO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NSC | Norfolk Southern Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRMB | Trimble Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RAD | RITE AID CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
RSP | Invesco S&P 500(R) Equ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IPKW | Invesco International ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SIRI | SIRIUS XM HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PAYX | Paychex Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SLM | SLM Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VONV | Vanguard Russell 1000 ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CHS | Chico's FAS Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FCX | FREEPORT MCMORAN COPPER | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ZM | Zoom Video Communicati... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
STRO | Sutro Biopharma Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ES | Eversource Energy | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JBLU | JETBLUE AIRWAYS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IEV | iSHARES Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JMSB | John Marshall Bancorp Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OLED | Universal Display Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LHX | L3Harris Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LIN | Linde plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CACI | CACI INTERNATIONAL INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LUV | Southwest Airlines Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZTE Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 | |
FS Energy and Power Fund | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 | |
BLL | Ball Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PRU | Prudential Financial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LB | L Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KNIFE RIVER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 | |
NOBL | PROSHARES S&P 500 DIVI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EPD | Enterprise Products Pa... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COUR | COURSERA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MRNA | Moderna Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HAL | HALLIBURTON CO HLDG CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IWY | iShares Russell Top 20... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HPQ | HP Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CPNG | Coupang Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
USRT | ISHARES CORE US REIT ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NVIV | INVIVO THERAPEUTICS HL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CNO | CNO Financial Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CC | CHEMOURS CO/THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GDRX | GoodRx Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SPG | Simon Property Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DIM | WISDOMTREE INTL M/C DV... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AFIF | ANFIELD UNIVERSAL FIXE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BP | BP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KLAC | K L A TENCOR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MYL | MYLAN NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REET | ISHARES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CBWTF | Auxly Cannabis Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AZO | AUTOZONE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
INTF | ISHARES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADSK | AUTODESK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TEL | TE CONNECTIVITY LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GEM | GOLDMAN SACHS ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GSLC | GOLDMAN SACHS ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADM | ARCHER DANIELS MIDLAND CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
VAPR | VaporBrands Internatio... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEAR | ISHARES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
APA | APACHE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
USMV | ISHARES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
APC | ANADARKO PETROLEUM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AVGO | BROADCOM LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GWW | WW GRAINGER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AMH | AMERICAN HOMES 4RENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ALSN | ALLISON TRANSMISSION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
VTRS | VIATRIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HBI | HANESBRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HOG | HARLEY DAVIDSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VMW | VMWARE INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
VOYA | VOYA FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ALXN | ALEXION PHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HEMP | Hemp Inc Com New | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Hines Global REIT Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 | |
IONS | IONIS PHARMACEUTICAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AKAM | AKAMAI TECHNOLOGIES IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WDC | WESTERN DIGITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WSRC | Western Sierra Resourc... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ASIX | ADVANSIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
EES | WISDOMTREE TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AGGY | WISDOMTREE TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DGRS | WISDOMTREE TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IPNFF | ImagineAR Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Z | ZILLOW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ABEO | Abeona Therapeutics Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IEF | iShares Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ICE | INTERCONTINENTALEXCHAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WFTIQ | WEATHERFORD INTL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IVZ | INVESCO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JCI | JOHNSON CTLS INTL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NEBLQ | NOBLE CORPORATION BAAR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PGNPQ | PARAGON OFFSHORE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
RLGY | REALOGY HOLDINGS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
QCOM | QUALCOMM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RHT | REDHAT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RF | REGIONS FINANCIAL CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COL | ROCKWELL COLLINS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
YUMC | YUM CHINA HOLDINGS I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EYTCQ | Energytec Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PX | PRAXAIR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FRFHF | FAIRFAX FINANCIAL HL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EBAY | EBAY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ealixir Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 | |
EOG | EOG RES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
IDLV | POWERSHARES ETF TRUST II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JNK | SPDR SERIES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PML | PIMCO Municipal Income... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DNRG | Dominovas Energy Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DG | DOLLAR GENERAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DLB | DOLBY LABORATORIES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DFS | DISCOVER FINANCIAL SVCS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PCK | PIMCO CALIFORNIA MUNIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PGPM | Pilgrim Petroleum Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PEB | PEBBLEBROOK HOTEL TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PANW | PALO ALTO NETWORKS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PJT | PJT PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PNR | PENTAIR PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DVN | DEVON ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
XRAY | DENTSPLY SIRONA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FLR | FLUOR CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DVMT | DELL TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SIG | SIGNET JEWLERS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OMF | ONEMAIN HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FTV | FORTIVE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GATX | GATX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DKSC | Dakshidin Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NUE | NUCOR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CYPW | Cyclone Power Technolo... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CREE | CREE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NorthStar Healthcare I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 | |
SCHW | CHARLES SCHWAB CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GTHX | G1 THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PALDF | NORTH AMERN PALLADIUM LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CTYX | Connectyx Technologies... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COIB | Computerized Thermal I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CLF | Cleveland-Cliffs Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CTXS | CITRIX SYSTEMS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
XEC | CIMAREX ENERGY CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NLEF | New Leaf Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CHK | CHESAPEAKE ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GNTX | GENTEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
XLP | Select Sector Spdr Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NRG | NRG ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MUSA | MURPHY USA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CELG | CELGENE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MON | MONSANTO CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SCI | SERVICE CORP INTL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MUFG | MITSUBISHI UFJ FINL GR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SSC | SEVEN STARS CLOUD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MET | METLIFE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SKYF | SKY440 Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CASH | META FINL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SCNA | Smart Cannabis Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MLKKF | Mercator Minerals Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SPLK | SPLUNK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SPNG | Spongetech Delivery Sy... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SFM | SPROUTS FARMERS MARK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SWK | STANLEY BLACK & DECK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SRCL | STERICYCLE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SSKN | STRATA SKIN SCIENCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COG | CABOT OIL & GAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SU | SUNCOR ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SYF | SYNCHRONY FINANCIAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MKC | MC CORMICK & CO INC N-VT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TMUS | T MOBILE US INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CNX | C N X RESOURCES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MNKD | MANNKIND CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TGB | TASEKO MINES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
M | MACYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
THC | TENET HEALTHCARE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TER | TERADYNE INCORPORATE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRTC | Terra Tech Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MTG | M G I C INVESTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MFV | MFS Special Value Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BAM | BROOKFIELD ASSET MGMT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LINEQ | LINN ENERGY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TDG | TRANSDIGM GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BLDV | Blue Diamond Ventures Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TUFFE | Tuffnell Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
QRTEA | LIBERTY INTERACTV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
UL | UNILEVER PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
UTOG | UnionTown Energy, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BX | BLACKSTONE GROUP L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
LTS | Ladenburg Thalmann Fin... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
UXIN LTD - ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
VALKYRIE BITCOIN STRATEGY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
BIOAFFINITY TECHNOLOGI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 | |
MOAT | VANECK VECTORS ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LLL | L-3 COMMUNICATIONS HLDGS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
KEY | KEYCORP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BASA | Basanite Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OZRK | BANK OF THE OZARKS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
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The securities at the top of the list , including CHEVRON CORPORATION, VIASAT INC, and Bank of New York Mellon Corp/The, are the highest-conviction holdings of Financial Engines Advisors L.L.C..
The conviction is calculated by counting the number of quarters a security has been reported by Financial Engines Advisors L.L.C.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Financial Engines Advisors L.L.C. owns currently or has owned in the past.