399 is the total number of securities Timber Creek Capital Management LLC has owned. The longest Timber Creek Capital Management LLC has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRKB | BERKSHIRE HATHAWAY INC... | 42 | 42 | 3.86% | 4.88% | 6.24% | Q2 2013 | Q3 2023 | 42 |
V | VISA INC COM CL A | 42 | 42 | 2.64% | 4.42% | 6.35% | Q2 2013 | Q3 2023 | 42 |
AMZN | AMAZON COM INC COM | 42 | 42 | 0.02% | 3.96% | 7.03% | Q2 2013 | Q3 2023 | 42 |
MSFT | MICROSOFT CORP COM | 42 | 42 | 2.16% | 3.68% | 5.36% | Q2 2013 | Q3 2023 | 42 |
LLY | LILLY ELI & CO COM | 42 | 42 | 1.48% | 2.98% | 4.45% | Q2 2013 | Q3 2023 | 42 |
USB | US BANCORP DEL COM NEW | 42 | 42 | 0.00% | 2.86% | 5.50% | Q2 2013 | Q3 2023 | 42 |
NVS | NOVARTIS AG SPONSORED ADR | 42 | 42 | 1.36% | 2.30% | 4.22% | Q2 2013 | Q3 2023 | 42 |
ORCL | ORACLE CORP COM | 42 | 42 | 0.33% | 2.30% | 5.13% | Q2 2013 | Q3 2023 | 42 |
AMGN | AMGEN INC COM | 42 | 42 | 0.41% | 2.16% | 4.43% | Q2 2013 | Q3 2023 | 42 |
MMM | 3M CO COM | 42 | 42 | 0.01% | 2.10% | 4.28% | Q2 2013 | Q3 2023 | 42 |
CSCO | CISCO SYS INC COM | 42 | 42 | 0.29% | 2.10% | 4.34% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC COM | 42 | 42 | 0.37% | 1.78% | 3.86% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC COM | 42 | 42 | 0.68% | 1.76% | 3.94% | Q2 2013 | Q3 2023 | 42 |
CVX | CHEVRON CORP NEW COM | 42 | 42 | 0.28% | 1.63% | 2.89% | Q2 2013 | Q3 2023 | 42 |
SLB | SCHLUMBERGER LTD COM STK | 42 | 42 | 0.01% | 1.38% | 4.16% | Q2 2013 | Q3 2023 | 42 |
PG | PROCTER & GAMBLE CO COM | 42 | 42 | 0.23% | 1.32% | 3.14% | Q2 2013 | Q3 2023 | 42 |
XOM | EXXON MOBIL CORP COM | 42 | 42 | 0.14% | 1.17% | 2.87% | Q2 2013 | Q3 2023 | 42 |
EBAY | EBAY INC. COM | 42 | 42 | 0.10% | 0.96% | 2.05% | Q2 2013 | Q3 2023 | 42 |
GLD | SPDR GOLD TRUST | 42 | 42 | 0.15% | 0.46% | 4.75% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON COM | 42 | 42 | 0.01% | 0.30% | 3.91% | Q2 2013 | Q3 2023 | 42 |
EFA | ISHARES TR | 42 | 42 | 0.03% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BRKA | BERKSHIRE HATHAWAY INC... | 42 | 42 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MRK | MERCK & CO INC NEW | 42 | 42 | 0.03% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BHP | BHP GROUP LTD SPONSORE... | 42 | 42 | 0.08% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
JPM | JPMORGAN CHASE & CO COM | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
INTC | INTEL CORP COM | 42 | 42 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MCD | MCDONALDS CORP COM | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DEO | DIAGEO PLC SPON ADR NEW | 42 | 42 | 0.03% | 0.07% | 0.91% | Q2 2013 | Q3 2023 | 42 |
OEF | ISHARES TR | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
KMB | KIMBERLY-CLARK CORP COM | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
EMR | EMERSON ELEC CO COM | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WFC | WELLS FARGO CO NEW COM | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
IBM | INTERNATIONAL BUSINESS... | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DIS | DISNEY WALT CO COM DISNEY | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AXP | AMERICAN EXPRESS CO COM | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CNQ | CANADIAN NAT RES LTD COM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMAT | APPLIED MATLS INC COM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC COM | 39 | 1 | 0.02% | 1.48% | 4.64% | Q3 2013 | Q3 2023 | 40 |
BAC | BK OF AMERICA CORP COM | 38 | 2 | 0.01% | 1.20% | 3.71% | Q2 2013 | Q3 2023 | 40 |
KO | COCA COLA CO COM | 40 | 40 | 0.00% | 0.62% | 2.93% | Q4 2013 | Q3 2023 | 40 |
UL | UNILEVER PLC SPON ADR NEW | 28 | 12 | 0.01% | 0.45% | 1.96% | Q2 2013 | Q3 2023 | 40 |
MDLZ | MONDELEZ INTL INC CL A | 38 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
TR | TOOTSIE ROLL INDS INC COM | 38 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
TAP | MOLSON COORS BREWING C... | 38 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BA | BOEING CO COM | 39 | 39 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
PM | PHILIP MORRIS INTL INC... | 39 | 39 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
BAM | BROOKFIELD ASSET MGMT ... | 38 | 38 | 2.39% | 4.04% | 5.46% | Q2 2013 | Q3 2022 | 38 |
AME | AMETEK INC NEW COM | 38 | 38 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
F | FORD MTR CO DEL COM PA... | 37 | 37 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 37 |
RYN | RAYONIER INC COM | 35 | 35 | 0.01% | 1.66% | 2.42% | Q1 2015 | Q3 2023 | 35 |
STT | STATE STR CORP COM | 30 | 5 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 35 |
RDSA | ROYAL DUTCH SHELL PLC ... | 35 | 35 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q4 2021 | 35 |
ABT | ABBOTT LABS COM | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2022 | 35 |
PYPL | PAYPAL HLDGS INC COM | 33 | 33 | 0.14% | 1.30% | 2.07% | Q3 2015 | Q3 2023 | 33 |
GE | GENERAL ELECTRIC CO COM | 33 | 33 | 0.02% | 0.18% | 2.21% | Q2 2013 | Q2 2021 | 33 |
ABBV | ABBVIE INC COM | 26 | 7 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2022 | 33 |
GOOG | ALPHABET INC CAP STK CL C | 32 | 32 | 1.50% | 4.16% | 6.62% | Q4 2015 | Q3 2023 | 32 |
CMCSA | COMCAST CORP NEW CL A | 32 | 32 | 1.93% | 2.91% | 4.34% | Q4 2015 | Q3 2023 | 32 |
WY | WEYERHAEUSER CO MTN BE... | 32 | 32 | 0.02% | 2.19% | 3.78% | Q2 2013 | Q1 2021 | 32 |
GOOGL | ALPHABET INC CAP STK CL A | 32 | 32 | 1.14% | 1.37% | 1.59% | Q4 2015 | Q3 2023 | 32 |
CERN | CERNER CORP COM | 32 | 32 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 32 |
UN | UNILEVER N V N Y SHS NEW | 30 | 30 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2020 | 30 |
ABB | ABB LTD SPONSORED ADR | 30 | 30 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q2 2021 | 30 |
BMY | BRISTOL-MYERS SQUIBB C... | 29 | 29 | 0.03% | 0.57% | 2.45% | Q3 2016 | Q3 2023 | 29 |
IVV | ISHARES CORE S&P 500 ETF | 29 | 29 | 0.23% | 0.33% | 0.42% | Q3 2016 | Q3 2023 | 29 |
MO | ALTRIA GROUP INC COM | 29 | 29 | 0.02% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
CNI | CANADIAN NATL RY CO COM | 29 | 29 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
KHC | KRAFT HEINZ CO COM | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
LOW | LOWES COS INC COM | 29 | 29 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
SBUX | STARBUCKS CORP COM | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
TIF | TIFFANY & CO NEW COM | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 29 |
VWO | VANGUARD INTL EQUITY I... | 28 | 28 | 0.33% | 1.53% | 3.76% | Q2 2013 | Q1 2020 | 28 |
POPE | POPE RESOURCES A DELAW... | 28 | 28 | 0.15% | 0.19% | 0.24% | Q2 2013 | Q1 2020 | 28 |
EEM | ISHARES TR | 28 | 28 | 0.10% | 0.16% | 0.20% | Q2 2013 | Q1 2020 | 28 |
XLK | TECHNOLOGY SELECT SECT... | 28 | 28 | 0.01% | 0.09% | 0.18% | Q3 2016 | Q2 2023 | 28 |
CLX | CLOROX CO DEL COM | 28 | 28 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2020 | 28 |
GOLF | ACUSHNET HOLDINGS CORP... | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
TTE | TOTAL SE SPONSORED ADS | 14 | 13 | 0.01% | 0.93% | 2.74% | Q2 2013 | Q3 2023 | 27 |
UTX | UNITED TECHNOLOGIES CO... | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
AFL | AFLAC INC COM | 26 | 26 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q2 2021 | 26 |
GDX | VANECK VECTORS GOLD MI... | 26 | 26 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 26 |
IEFA | ISHARES CORE MSCI EAFE... | 24 | 1 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 25 |
T | AT&T INC COM | 19 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q2 2023 | 25 |
FDX | FEDEX CORP COM | 20 | 5 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 25 |
COF | CAPITAL ONE FINL CORP COM | 24 | 24 | 0.01% | 2.38% | 3.31% | Q2 2014 | Q1 2020 | 24 |
CAG | CONAGRA BRANDS INC COM | 23 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 24 |
QCOM | QUALCOMM INC COM | 23 | 23 | 1.54% | 2.18% | 3.06% | Q2 2014 | Q4 2019 | 23 |
MDU | MDU RES GROUP INC COM | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
CL | COLGATE PALMOLIVE CO COM | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
ESRX | EXPRESS SCRIPTS HLDG C... | 22 | 22 | 0.02% | 1.32% | 4.04% | Q2 2013 | Q3 2018 | 22 |
PXD | PIONEER NAT RES CO COM | 17 | 4 | 0.40% | 1.26% | 1.78% | Q4 2017 | Q3 2023 | 21 |
LNN | LINDSAY CORP COM | 21 | 21 | 0.05% | 1.06% | 1.77% | Q1 2015 | Q1 2020 | 21 |
IBDO | ISHARES IBONDS DEC 202... | 21 | 21 | 0.02% | 0.52% | 1.16% | Q3 2016 | Q3 2021 | 21 |
HUM | HUMANA INC COM | 21 | 21 | 0.02% | 0.07% | 0.46% | Q2 2013 | Q2 2018 | 21 |
GD | GENERAL DYNAMICS CORP COM | 21 | 21 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 21 |
ALK | ALASKA AIR GROUP INC COM | 21 | 21 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q1 2020 | 21 |
ADP | AUTOMATIC DATA PROCESS... | 15 | 5 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 20 |
LW | LAMB WESTON HLDGS INC COM | 20 | 20 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2022 | 20 |
AMG | AFFILIATED MANAGERS GR... | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 20 |
CI | THE CIGNA GROUP COM | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LBTYK | LIBERTY GLOBAL PLC SHS... | 19 | 19 | 1.30% | 2.11% | 2.84% | Q2 2015 | Q4 2019 | 19 |
SCHW | THE CHARLES SCHWAB COR... | 18 | 1 | 0.00% | 1.72% | 3.30% | Q3 2013 | Q3 2023 | 19 |
PHG | KONINKLIJKE PHILIPS N ... | 19 | 19 | 0.01% | 1.11% | 2.71% | Q4 2014 | Q2 2019 | 19 |
IBDS | ISHARES IBONDS DEC 202... | 19 | 19 | 0.10% | 0.40% | 0.87% | Q1 2019 | Q3 2023 | 19 |
IBDM | ISHARES IBONDS DEC 202... | 18 | 18 | 0.02% | 0.80% | 1.30% | Q2 2017 | Q3 2021 | 18 |
IBDN | ISHARES IBONDS DEC 202... | 18 | 18 | 0.03% | 0.60% | 1.04% | Q2 2017 | Q3 2021 | 18 |
VZ | VERIZON COMMUNICATIONS... | 11 | 1 | 0.00% | 0.57% | 1.95% | Q3 2013 | Q3 2023 | 18 |
IBDR | ISHARES IBONDS DEC 202... | 18 | 18 | 0.08% | 0.36% | 0.70% | Q2 2019 | Q3 2023 | 18 |
COST | COSTCO WHSL CORP NEW COM | 18 | 18 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2020 | 18 |
NEOG | NEOGEN CORP COM | 18 | 18 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2020 | 18 |
DD | DUPONT DE NEMOURS INC COM | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
DOW | DOW INC COM | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GNTX | GENTEX CORP COM | 17 | 17 | 1.05% | 2.64% | 4.02% | Q2 2013 | Q2 2017 | 17 |
AIG | AMERICAN INTL GROUP IN... | 15 | 2 | 0.01% | 1.71% | 2.52% | Q1 2017 | Q3 2023 | 17 |
DD | DU PONT E I DE NEMOURS... | 17 | 17 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 17 |
CTVA | CORTEVA INC COM | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
GS | GOLDMAN SACHS GROUP IN... | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 17 |
DISCA | DISCOVERY INC COM SER A | 9 | 7 | 0.01% | 1.76% | 3.04% | Q2 2016 | Q1 2022 | 16 |
BSJM | INVESCO BULLETSHARES 2... | 16 | 16 | 0.08% | 0.30% | 0.90% | Q2 2018 | Q1 2022 | 16 |
AGG | ISHARES TR | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
PTON | PELOTON INTERACTIVE IN... | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BSX | BOSTON SCIENTIFIC CORP... | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
AER | AERCAP HOLDINGS NV SHS | 15 | 15 | 1.95% | 2.47% | 2.90% | Q2 2016 | Q4 2019 | 15 |
TSM | TAIWAN SEMICONDUCTOR M... | 15 | 15 | 1.57% | 2.25% | 3.08% | Q1 2020 | Q3 2023 | 15 |
AZN | ASTRAZENECA PLC SPONSO... | 15 | 15 | 1.46% | 1.90% | 2.33% | Q1 2020 | Q3 2023 | 15 |
CS | CREDIT SUISSE GROUP SP... | 15 | 15 | 0.00% | 1.58% | 2.29% | Q2 2016 | Q4 2019 | 15 |
MKTX | MARKETAXESS HLDGS INC COM | 15 | 15 | 0.35% | 0.99% | 1.86% | Q1 2020 | Q3 2023 | 15 |
NP | NEENAH PAPER INC COM | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2020 | 15 |
AGN | ALLERGAN PLC SHS | 14 | 14 | 0.08% | 2.30% | 4.69% | Q4 2016 | Q1 2020 | 14 |
INT | WORLD FUEL SVCS CORP COM | 14 | 14 | 0.00% | 1.91% | 2.81% | Q2 2013 | Q3 2016 | 14 |
IBDL | ISHARES IBONDS DEC 202... | 14 | 14 | 0.44% | 0.86% | 1.23% | Q2 2017 | Q3 2020 | 14 |
LTPZ | PIMCO 15 YEAR U.S. TIP... | 13 | 13 | 0.89% | 2.23% | 4.60% | Q3 2020 | Q3 2023 | 13 |
CFX | COLFAX CORP COM | 13 | 13 | 0.01% | 1.38% | 1.89% | Q4 2014 | Q4 2017 | 13 |
WMT | WAL MART STORES INC | 5 | 3 | 0.00% | 1.04% | 2.82% | Q2 2013 | Q3 2023 | 13 |
TLT | ISHARES 20 YEAR TREASU... | 9 | 4 | 0.01% | 0.89% | 2.13% | Q3 2019 | Q3 2023 | 13 |
EPD | ENTERPRISE PRODS PARTN... | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
IEMG | ISHARES CORE MSCI EMER... | 12 | 12 | 0.51% | 3.46% | 9.24% | Q2 2017 | Q1 2020 | 12 |
LIN | LINDE PLC SHS | 12 | 12 | 0.95% | 1.53% | 2.14% | Q1 2020 | Q4 2022 | 12 |
FISV | FISERV INC COM | 10 | 2 | 0.00% | 1.44% | 1.90% | Q1 2017 | Q3 2023 | 12 |
NI | NISOURCE INC COM | 11 | 1 | 0.00% | 0.73% | 1.52% | Q1 2017 | Q1 2023 | 12 |
ALC | ALCON INC ORD SHS | 11 | 1 | 0.00% | 0.36% | 1.01% | Q3 2019 | Q2 2023 | 12 |
IBHC | ISHARES IBONDS 2023 TE... | 12 | 12 | 0.02% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 12 |
DE | DEERE & CO COM | 12 | 12 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2016 | 12 |
VOO | VANGUARD S&P 500 ETF | 11 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q2 2023 | 12 |
ALLE | ALLEGION PUB LTD CO OR... | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
C | CITIGROUP INC COM NEW | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
SPLS | STAPLES INC | 11 | 11 | 0.01% | 1.77% | 3.22% | Q2 2013 | Q4 2015 | 11 |
CNHI | CNH INDL N V SHS | 11 | 11 | 1.02% | 1.46% | 2.01% | Q1 2021 | Q3 2023 | 11 |
IBDT | ISHARES IBONDS DEC 202... | 11 | 11 | 0.01% | 0.43% | 0.93% | Q1 2019 | Q3 2021 | 11 |
AVEM | AVANTIS EMERGING MARKE... | 11 | 11 | 0.01% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
NTR | NUTRIEN LTD COM | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
IAU | ISHARES GOLD TRUST | 10 | 10 | 4.08% | 4.62% | 5.32% | Q2 2021 | Q3 2023 | 10 |
CMCSK | COMCAST CORP NEW | 10 | 10 | 2.08% | 2.59% | 3.03% | Q2 2013 | Q3 2015 | 10 |
GOOGL | GOOGLE INC | 10 | 10 | 0.96% | 2.04% | 3.91% | Q2 2013 | Q3 2015 | 10 |
UNH | UNITEDHEALTH GROUP INC... | 8 | 2 | 0.00% | 1.52% | 2.83% | Q1 2017 | Q3 2023 | 10 |
FMS | FRESENIUS MED CARE AG&... | 10 | 10 | 0.00% | 1.26% | 2.26% | Q1 2021 | Q2 2023 | 10 |
AEP | AMERICAN ELEC PWR INC COM | 9 | 1 | 0.00% | 1.04% | 2.51% | Q1 2017 | Q4 2022 | 10 |
IBDK | ISHARES IBONDS DEC 201... | 10 | 10 | 0.15% | 0.52% | 0.66% | Q2 2017 | Q3 2019 | 10 |
BSJK | INVESCO BULLETSHARES 2... | 10 | 10 | 0.10% | 0.39% | 0.72% | Q2 2018 | Q3 2020 | 10 |
FOXA | TWENTY FIRST CENTY FOX... | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2018 | 10 |
WBA | WALGREENS BOOTS ALLIAN... | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 10 |
CREX | CREATIVE REALITIES INC... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
A309PS | DIRECTV GROUP INC | 9 | 9 | 0.10% | 2.96% | 3.95% | Q2 2013 | Q2 2015 | 9 |
POT | POTASH CORP SASK INC | 9 | 9 | 0.64% | 1.87% | 2.60% | Q2 2013 | Q2 2015 | 9 |
ANTM | ELEVANCE HEALTH INC COM | 9 | 9 | 1.16% | 1.73% | 2.52% | Q3 2021 | Q3 2023 | 9 |
SAP | SAP SE SPON ADR | 9 | 9 | 1.01% | 1.66% | 1.97% | Q3 2021 | Q3 2023 | 9 |
EOG | EOG RES INC COM | 8 | 1 | 0.00% | 0.30% | 1.07% | Q1 2017 | Q4 2019 | 9 |
IBHD | ISHARES IBONDS 2024 TE... | 9 | 9 | 0.01% | 0.15% | 0.24% | Q3 2021 | Q3 2023 | 9 |
IBHE | ISHARES IBONDS 2025 TE... | 9 | 9 | 0.00% | 0.07% | 0.17% | Q3 2021 | Q3 2023 | 9 |
BFB | BROWN FORMAN CORP CL B | 8 | 1 | 0.00% | 0.05% | 0.07% | Q1 2014 | Q4 2017 | 9 |
GENERAL ELECTRIC CO CO... | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 | |
LHX | L3HARRIS TECHNOLOGIES ... | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
MON | MONSANTO CO NEW | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2016 | 9 |
CBI | CHICAGO BRIDGE & IRON ... | 8 | 8 | 0.04% | 1.74% | 2.34% | Q1 2015 | Q4 2016 | 8 |
PCAR | PACCAR INC COM | 8 | 8 | 0.84% | 1.16% | 1.41% | Q4 2021 | Q3 2023 | 8 |
MELI | MERCADOLIBRE INC COM | 8 | 8 | 0.72% | 1.10% | 1.52% | Q4 2021 | Q3 2023 | 8 |
BIIB | BIOGEN INC COM | 6 | 1 | 0.00% | 0.91% | 1.74% | Q1 2017 | Q2 2023 | 8 |
SONY | SONY GROUP CORP SPONSO... | 8 | 8 | 0.72% | 0.87% | 1.20% | Q4 2021 | Q3 2023 | 8 |
COP | CONOCOPHILLIPS COM | 7 | 1 | 0.00% | 0.05% | 0.38% | Q2 2014 | Q3 2023 | 8 |
IBDD | ISHARES IBONDS MAR 202... | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
EMC | E M C CORP MASS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 8 |
OGN | ORGANON & CO COMMON STOCK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
WAB | WABTEC CORP COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
SPDR GOLD MINISHARES T... | 7 | 7 | 3.41% | 3.92% | 4.66% | Q1 2022 | Q3 2023 | 7 | |
KMX | CARMAX INC COM | 7 | 7 | 0.61% | 1.17% | 1.55% | Q1 2022 | Q3 2023 | 7 |
LYG | LLOYDS BANKING GROUP P... | 7 | 7 | 0.41% | 0.69% | 1.02% | Q1 2022 | Q3 2023 | 7 |
LILAK | LIBERTY LATIN AMERICA ... | 7 | 7 | 0.24% | 0.51% | 0.73% | Q1 2022 | Q3 2023 | 7 |
DWDP | DOWDUPONT INC COM | 7 | 7 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q1 2019 | 7 |
SHELL PLC SPON ADS | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 | |
CTAS | CINTAS CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 7 |
KRFT | KRAFT FOODS GROUP INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 7 |
BBT | BB & T CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 7 |
TT | TRANE TECHNOLOGIES PLC... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
AEMD | AETHLON MED INC COM NEW | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
IAU | ISHARES GOLD TRUST | 4 | 2 | 0.50% | 3.76% | 7.38% | Q2 2013 | Q1 2021 | 6 |
TIP | ISHARES TIPS BOND ETF | 6 | 6 | 1.98% | 2.16% | 2.29% | Q2 2022 | Q3 2023 | 6 |
SGOL | ABRDN PHYSICAL GOLD SH... | 6 | 6 | 1.52% | 1.58% | 1.72% | Q2 2022 | Q3 2023 | 6 |
NFLX | NETFLIX INC COM | 6 | 6 | 0.91% | 1.42% | 1.98% | Q2 2022 | Q3 2023 | 6 |
WLTW | WILLIS TOWERS WATSON P... | 6 | 6 | 1.02% | 1.38% | 1.58% | Q2 2022 | Q3 2023 | 6 |
GOOG | GOOGLE INC CL C | 6 | 6 | 1.03% | 1.19% | 1.46% | Q2 2014 | Q3 2015 | 6 |
JBLU | JETBLUE AWYS CORP COM | 6 | 6 | 0.26% | 0.99% | 1.42% | Q3 2018 | Q4 2019 | 6 |
WARNER BROS DISCOVERY ... | 6 | 6 | 0.29% | 0.95% | 1.28% | Q2 2022 | Q3 2023 | 6 | |
BSJJ | GUGGENHEIM BULLETSHARE... | 6 | 6 | 0.34% | 0.52% | 0.71% | Q3 2016 | Q4 2017 | 6 |
BSJJ | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.02% | 0.18% | 0.25% | Q2 2018 | Q3 2019 | 6 |
PRAA | PRA GROUP INC COM | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
BIP | BROOKFIELD INFRAST PAR... | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 6 |
WOPEY | WOODSIDE ENERGY GROUP ... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FOXA | FOX CORP CL A COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
GLDM | SPDR GOLD MINISHARES T... | 5 | 5 | 1.38% | 3.20% | 4.44% | Q4 2020 | Q4 2021 | 5 |
BIDU | BAIDU INC SPON ADR REP A | 5 | 5 | 1.53% | 1.70% | 1.86% | Q2 2017 | Q2 2018 | 5 |
CRM | SALESFORCE INC COM | 5 | 5 | 0.85% | 1.41% | 1.83% | Q3 2022 | Q3 2023 | 5 |
LUV | SOUTHWEST AIRLS CO COM | 5 | 5 | 1.14% | 1.27% | 1.40% | Q4 2018 | Q4 2019 | 5 |
TV | GRUPO TELEVISA SA SPON... | 3 | 2 | 0.71% | 1.09% | 1.59% | Q2 2017 | Q3 2018 | 5 |
FANG | DIAMONDBACK ENERGY INC... | 5 | 5 | 0.11% | 1.06% | 1.37% | Q4 2018 | Q4 2019 | 5 |
MU | MICRON TECHNOLOGY INC COM | 5 | 5 | 0.82% | 1.01% | 1.27% | Q3 2022 | Q3 2023 | 5 |
BSJN | INVESCO BULLETSHARES 2... | 5 | 5 | 0.01% | 0.75% | 1.86% | Q3 2021 | Q3 2022 | 5 |
BSJL | INVESCO BULLETSHARES 2... | 5 | 5 | 0.00% | 0.12% | 0.20% | Q3 2020 | Q3 2021 | 5 |
IJK | ISHARES TR | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2014 | 5 |
UPS | UNITED PARCEL SERVICE INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
IJJ | ISHARES TR | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
ETN | EATON CORP PLC SHS | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 5 |
SPHQ | INVESCO S&P 500 QUALIT... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
IR | INGERSOLL-RAND PLC SHS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
LEG | LEGGETT & PLATT INC COM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
KYNDRYL HLDGS INC COMM... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 | |
VTRS | VIATRIS INC COM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EXPD | EXPEDITORS INTL WASH INC | 4 | 4 | 2.28% | 2.51% | 2.73% | Q2 2013 | Q1 2014 | 4 |
BROOKFIELD CORP CL A L... | 4 | 4 | 2.06% | 2.08% | 2.11% | Q4 2022 | Q3 2023 | 4 | |
BABA | ALIBABA GROUP HLDG LTD... | 4 | 4 | 0.56% | 1.26% | 2.01% | Q4 2020 | Q3 2021 | 4 |
BSJO | INVESCO BULLETSHARES 2... | 4 | 4 | 0.00% | 0.87% | 1.90% | Q4 2021 | Q3 2022 | 4 |
BSCS | INVESCO BULLETSHARES 2... | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
BSCU | INVESCO BULLETSHARES 2... | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
IBDW | ISHARES IBONDS DEC 203... | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
IBHA | ISHARES IBONDS 2021 TE... | 4 | 4 | 0.02% | 0.14% | 0.19% | Q4 2020 | Q3 2021 | 4 |
IBHB | ISHARES IBONDS 2022 TE... | 4 | 4 | 0.02% | 0.11% | 0.15% | Q4 2020 | Q3 2021 | 4 |
ED | CONSOLIDATED EDISON INC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 4 |
IBDQ | ISHARES IBONDS DEC 202... | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2022 | 4 |
DUK | DUKE ENERGY CORP NEW | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2016 | 4 |
DOW | DOW CHEM CO COM | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
PNRA | PANERA BREAD CO CL A | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
TXN | TEXAS INSTRS INC COM | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
PCP | PRECISION CASTPARTS CORP | 3 | 3 | 1.91% | 2.25% | 2.47% | Q2 2015 | Q4 2015 | 3 |
LINDE PLC SHS | 3 | 3 | 1.21% | 1.26% | 1.29% | Q1 2023 | Q3 2023 | 3 | |
APC | ANADARKO PETE CORP COM | 3 | 3 | 0.83% | 0.99% | 1.22% | Q4 2018 | Q2 2019 | 3 |
BSJK | GUGGENHEIM BULLETSHARE... | 3 | 3 | 0.67% | 0.78% | 0.96% | Q2 2017 | Q4 2017 | 3 |
BSJM | GUGGENHEIM BULLETSHARE... | 3 | 3 | 0.65% | 0.75% | 0.92% | Q2 2017 | Q4 2017 | 3 |
LAD | LITHIA MTRS INC COM | 3 | 3 | 0.47% | 0.57% | 0.64% | Q1 2023 | Q3 2023 | 3 |
BROOKFIELD ASSET MANAG... | 3 | 3 | 0.51% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 | |
GAS | AGL RES INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
PCL | PLUM CREEK TIMBER CO INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
CHD | CHURCH & DWIGHT INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
PTY | CORPORATE OPP FD | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2015 | 3 |
ITC | ITC HLDGS CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
IBDP | ISHARES IBONDS DEC 202... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
AET | AETNA INC NEW COM | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 3 |
MHE | BLACKROCK MASS TAX-EXE... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 | |
DAL | DELTA AIR LINES INC DE... | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 3 |
XLP | CONSUMER STAPLES SELEC... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MAA | MID-AMER APT CMNTYS IN... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MC | MOELIS & CO CL A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
AX | AXOS FINANCIAL INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
IR | INGERSOLL RAND INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 1.33% | 1.53% | 1.74% | Q1 2022 | Q2 2022 | 2 |
ICE | INTERCONTINENTAL EXCHA... | 2 | 2 | 0.94% | 1.16% | 1.37% | Q2 2023 | Q3 2023 | 2 |
BSJP | INVESCO BULLETSHARES 2... | 2 | 2 | 0.70% | 0.79% | 0.87% | Q2 2022 | Q3 2022 | 2 |
CNX | CONSOL ENERGY INC | 2 | 2 | 0.54% | 0.60% | 0.66% | Q2 2013 | Q3 2013 | 2 |
OXY | OCCIDENTAL PETE CORP COM | 2 | 2 | 0.00% | 0.10% | 0.20% | Q3 2019 | Q4 2019 | 2 |
LILAK | LIBERTY GLOBAL PLC LIL... | 2 | 2 | 0.07% | 0.08% | 0.10% | Q1 2016 | Q2 2016 | 2 |
BND | VANGUARD BD INDEX FD INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
STIP | ISHARES 0-5 YEAR TIPS ... | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
VLO | VALERO ENERGY CORP NEW... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
DLR | DIGITAL RLTY TR INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
HPQ | HEWLETT PACKARD CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
PNW | PINNACLE WEST CAP CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
HRS | HARRIS CORP DEL COM | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
DVY | ISHARES TR INDEX DJ SE... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BCE | BCE INC COM NEW | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
BMO | BANK MONTREAL QUE COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
FB | FACEBOOK INC CL A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
HD | HOME DEPOT INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
CDK | CDK GLOBAL INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
ET | ENERGY TRANSFER LP COM... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
PCLN | PRICELINE GRP INC COM NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
NKE | NIKE INC CL B | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
NOC | NORTHROP GRUMMAN CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
HON | HONEYWELL INTL INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CST | CST BRANDS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
XLNX | XILINX INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
TMUS | T MOBILE US INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PGR | PROGRESSIVE CORP OHIO COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
ISRG | INTUITIVE SURGICAL INC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
ADBE | ADOBE SYS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
OSK | OSHKOSH CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CC | CHEMOURS CO COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
HYH | HALYARD HEALTH INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
VALPQ | VALARIS PLC SHS CLASS A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BKNG | BOOKING HLDGS INC COM | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2019 | Q4 2019 | 1 |
DHR | DANAHER CORPORATION COM | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
BSJM | POWERSHARES BULLETSHAR... | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2018 | Q1 2018 | 1 |
FLEX | FLEX LTD ORD | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
BSJK | POWERSHARES BULLETSHAR... | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2018 | Q1 2018 | 1 |
BSJJ | POWERSHARES BULLETSHAR... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
VDE | VANGUARD WORLD FDS ENERGY | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
VNQ | VANGUARD INDEX FDS REIT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
WFCPRL | WELLS FARGO & CO NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
AHC | AH BELO CROP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
GSIT | GSI TECHNOLOGY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
VAW | VANGUARD WORLD FDS MAT... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
GLW | CORNING INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
DTEGY | DEUTSCHE TELEKOM AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
GHDX | GENOMIC HEALTH INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
PNC | PNC FINL SVCS GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
PGJ | POWERSHARES ETF TRUST ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
HCN | HEALTH CARE REIT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
UNTD | UNITED ONLINE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
AEE | AMEREN CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
V107SC | WELLPOINT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
TEF | TELEFONICA SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
VIG | VANGUARD DIVIDEND APPR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHK | CHESAPEAKE ENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
CPB | CAMPBELL SOUP CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MDT | MEDTRONIC INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
HYG | ISHARES IBOXX $ HIGH Y... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
VTI | VANGUARD TOTAL STOCK M... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SNY | ANOFI AVENTIS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ALGT | ALLEGIANT TRAVEL CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
VO | VANGUARD MID-CAP INDEX... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
VTR | VENTAS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
NS | NUSTAR ENERGY LP UNIT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
USL | UNITED STS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
VFH | VANGUARD WORLD FDS FIN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BDX | BECTON DICKINSON & CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WPZ | WILLIAMS PARTNERS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
MGLN | MAGELLAN HEALTH SVCS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
NFX | NEWFIELD EXPL CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
HPQ | HP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FTR | FRONTIER COMMUNICATION... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CI | CIGNA CORPORATION COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SPY | SPDR S&P 500 ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
USIG | ISHARES BROAD USD INVE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
XRX | XEROX CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BETZ | ROUNDHILL SPORTS BETTI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VCSH | VANGUARD SHORT-TERM CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DDOG | DATADOG INC CL A COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ESV | ENSCO ROWAN PLC SHS CL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FHLC | FIDELITY MSCI HEALTH C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EQR | EQUITY RESIDENTIAL SH ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SCHO | SCHWAB SHORT-TERM U.S.... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GM | GENERAL MTRS CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NOBL | PROSHARES S&P 500 DIVI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COIN | COINBASE GLOBAL INC CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FTEC | FIDELITY MSCI INFORMAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GSK PLC SPONSORED ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
DVN | DEVON ENERGY CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HALEON PLC SPON ADS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
SEE | SEALED AIR CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WM | WASTE MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
HP | HELMERICH & PAYNE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HES | HESS CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HII | HUNTINGTON INGALLS IND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROST | ROSS STORES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CVS | CVS HEALTH CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PCY | POWERSHARES EMERGING M... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BBU | BROOKFIELD BUSINESS PA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CBS | CBS CORP NEW CL B | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PGX | POWERSHARES PREFERRED ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PHB | POWERSHARES FUNDAMENTA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IGT | INTERNATIONAL GAME TEC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KR | KROGER CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
LSI | LSI CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
AMP | AMERIPRISE FINL INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LLL | L3 TECHNOLOGIES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NLSN | NIELSEN HLDGS PLC SHS EUR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ALL | ALLSTATE CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MGA | MAGNA INTL INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ALXN | ALEXION PHARMACEUTICAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
4305PS | ALCATEL-LUCENT SPONSORED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MCK | MCKESSON CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NWSA | NEWS CORP NEW CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
RCL | ROYAL CARIBBEAN GROUP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NSC | NORFOLK SOUTHERN CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
EW | EDWARDS LIFESCIENCES C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ES | EVERSOURCE ENERGY COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EIX | EDISON INTL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AFK | VANECK AFRICA INDEX ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FENY | FIDELITY MSCI ENERGY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DPS | DR PEPPER SNAPPLE GROU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
D | DOMINION ENERGY INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TSN | TYSON FOODS INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FNCL | FIDELITY MSCI FINANCIA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VPU | VANGUARD UTILITIES ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DG | DOLLAR GEN CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SYF | SYNCHRONY FINL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
GILD | GILEAD SCIENCES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
DFS | DISCOVER FINL SVCS COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL CL B NEW, VISA INC COM CL A, and AMAZON COM INC COM, are the highest-conviction holdings of Timber Creek Capital Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Timber Creek Capital Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Timber Creek Capital Management LLC owns currently or has owned in the past.