860 is the total number of securities MATHER GROUP, LLC. has owned. The longest MATHER GROUP, LLC. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IGSB | ISHARES TR 1-3 YR CRED... | 42 | 42 | 0.01% | 7.58% | 17.04% | Q2 2013 | Q3 2023 | 42 |
VCSH | VANGUARD SHORT TERM CO... | 42 | 42 | 1.40% | 6.16% | 20.08% | Q2 2013 | Q3 2023 | 42 |
IWF | ISHARES TR RUS 1000 GR... | 42 | 42 | 0.28% | 5.35% | 10.33% | Q2 2013 | Q3 2023 | 42 |
IWD | ISHARES TR RUSSELL 100... | 42 | 42 | 0.18% | 3.99% | 7.39% | Q2 2013 | Q3 2023 | 42 |
IVW | ISHARES TR S&P 500 GRW... | 40 | 40 | 0.02% | 0.10% | 0.26% | Q4 2013 | Q3 2023 | 40 |
IJH | ISHARES TR CORE S&P MI... | 18 | 1 | 0.02% | 2.69% | 5.95% | Q2 2013 | Q3 2023 | 36 |
SUB | ISHARES TR SHT NTLAMTF... | 36 | 36 | 0.02% | 0.28% | 0.64% | Q4 2014 | Q3 2023 | 36 |
IVE | ISHARES TR S&P 500 VAL... | 35 | 1 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 36 |
VGK | VANGUARD SHRT TRM CORP BD | 35 | 35 | 4.22% | 8.46% | 10.88% | Q1 2015 | Q3 2023 | 35 |
IEFA | ISHARES TR CORE MSCI EAFE | 35 | 35 | 0.04% | 0.23% | 0.47% | Q1 2015 | Q3 2023 | 35 |
VMBS | VANGUARD SCOTTSDALE FD... | 32 | 32 | 2.20% | 7.12% | 9.60% | Q4 2015 | Q3 2023 | 32 |
AGG | ISHARES TR CORE US AGG... | 31 | 1 | 0.01% | 0.21% | 0.94% | Q2 2013 | Q3 2023 | 32 |
IJK | ISHARES TR S&P MC 400G... | 25 | 1 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q3 2023 | 32 |
SHM | SPDR SER TR NUVN BR SH... | 16 | 13 | 0.02% | 0.15% | 0.59% | Q1 2016 | Q3 2023 | 29 |
SCHG | SCHWAB STRATEGIC TR US... | 28 | 28 | 0.19% | 8.20% | 12.17% | Q4 2016 | Q3 2023 | 28 |
SCHV | SCHWAB STRATEGIC TR US... | 28 | 28 | 0.14% | 7.47% | 11.28% | Q4 2016 | Q3 2023 | 28 |
VPL | VANGUARD INTL EQUITY I... | 28 | 28 | 0.28% | 6.25% | 8.02% | Q4 2016 | Q3 2023 | 28 |
VBR | VANGUARD INDEX FDS SM ... | 28 | 28 | 2.32% | 4.49% | 5.96% | Q4 2016 | Q3 2023 | 28 |
SCHE | SCHWAB STRATEGIC TR EM... | 28 | 28 | 0.52% | 4.39% | 6.67% | Q4 2016 | Q3 2023 | 28 |
VBK | VANGUARD INDEX FDS SML... | 28 | 28 | 2.79% | 4.20% | 7.46% | Q4 2016 | Q3 2023 | 28 |
EMB | ISHARES TR JP MOR EM M... | 28 | 28 | 0.06% | 3.29% | 8.12% | Q4 2016 | Q3 2023 | 28 |
SCHC | SCHWAB STRATEGIC TR IN... | 28 | 28 | 0.39% | 2.62% | 3.68% | Q4 2016 | Q3 2023 | 28 |
IJS | ISHARES TR SP SMCP600V... | 16 | 12 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 28 |
ANGL | VANECK VECTORS ETF TRUST | 17 | 10 | 0.26% | 2.61% | 4.20% | Q4 2016 | Q3 2023 | 27 |
IJJ | ISHARES TR S&P MC 400V... | 17 | 1 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q2 2023 | 27 |
VV | VANGUARD INDEX FDS LAR... | 13 | 12 | 0.02% | 1.60% | 8.73% | Q1 2016 | Q3 2023 | 25 |
CMCSA | COMCAST CORP NEW CL A | 16 | 9 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 25 |
AMGN | AMGEN INC | 16 | 9 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 25 |
MCD | MCDONALDS CORP | 24 | 24 | 0.04% | 0.27% | 0.40% | Q4 2017 | Q3 2023 | 24 |
TROW | PRICE T ROWE GROUP INC | 23 | 23 | 0.02% | 0.26% | 0.40% | Q1 2018 | Q3 2023 | 23 |
ADP | AUTOMATIC DATA PROCESS... | 23 | 23 | 0.02% | 0.25% | 0.40% | Q1 2018 | Q3 2023 | 23 |
ADM | ARCHER DANIELS MIDLAND CO | 23 | 23 | 0.00% | 0.23% | 0.36% | Q1 2018 | Q3 2023 | 23 |
ED | CONSOLIDATED EDISON INC | 23 | 23 | 0.01% | 0.18% | 0.40% | Q1 2018 | Q3 2023 | 23 |
HD | HOME DEPOT INC | 14 | 9 | 0.02% | 0.10% | 0.17% | Q4 2013 | Q3 2023 | 23 |
IEI | ISHARES TR | 22 | 22 | 0.11% | 3.68% | 10.19% | Q2 2018 | Q3 2023 | 22 |
IEF | ISHARES TR | 22 | 22 | 0.01% | 1.65% | 3.61% | Q2 2018 | Q3 2023 | 22 |
IVV | ISHARES TR | 20 | 1 | 0.02% | 0.59% | 1.44% | Q4 2013 | Q3 2023 | 22 |
GPC | GENUINE PARTS CO | 14 | 8 | 0.01% | 0.09% | 0.35% | Q1 2018 | Q3 2023 | 22 |
JNJ | JOHNSON & JOHNSON | 16 | 6 | 0.02% | 0.07% | 0.24% | Q4 2017 | Q3 2023 | 22 |
VTEB | VANGUARD MUN BD FDS | 21 | 21 | 0.28% | 0.47% | 0.73% | Q3 2018 | Q3 2023 | 21 |
IJR | ISHARES TR | 20 | 1 | 0.02% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 21 |
IEMG | ISHARES INC | 21 | 21 | 0.01% | 0.07% | 0.19% | Q3 2018 | Q3 2023 | 21 |
ACWI | ISHARES TR | 21 | 21 | 0.01% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 21 |
VUG | VANGUARD INDEX FDS | 20 | 20 | 0.62% | 2.45% | 4.15% | Q4 2018 | Q3 2023 | 20 |
VTV | VANGUARD INDEX FDS | 20 | 20 | 0.42% | 2.41% | 3.93% | Q4 2018 | Q3 2023 | 20 |
VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 0.14% | 1.94% | 4.98% | Q4 2018 | Q3 2023 | 20 |
IEUR | ISHARES TR | 20 | 20 | 0.45% | 0.75% | 1.33% | Q4 2018 | Q3 2023 | 20 |
IWM | ISHARES TR | 16 | 4 | 0.02% | 0.70% | 3.39% | Q2 2013 | Q3 2023 | 20 |
IPAC | ISHARES TR | 20 | 20 | 0.21% | 0.41% | 0.73% | Q4 2018 | Q3 2023 | 20 |
VWOB | VANGUARD WHITEHALL FDS... | 20 | 20 | 0.03% | 0.38% | 1.62% | Q4 2018 | Q3 2023 | 20 |
VSS | VANGUARD INTL EQUITY I... | 20 | 20 | 0.13% | 0.28% | 0.44% | Q4 2018 | Q3 2023 | 20 |
CLX | CLOROX CO DEL | 16 | 1 | 0.01% | 0.22% | 0.47% | Q1 2018 | Q3 2023 | 20 |
SLYV | SPDR SER TR | 20 | 20 | 0.12% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 20 |
VTI | VANGUARD INDEX FDS | 20 | 20 | 0.06% | 0.18% | 0.33% | Q4 2018 | Q3 2023 | 20 |
SLYG | SPDR SER TR | 20 | 20 | 0.07% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
WMT | WALMART INC | 16 | 4 | 0.02% | 0.07% | 0.24% | Q1 2018 | Q3 2023 | 20 |
VEU | VANGUARD INTL EQUITY I... | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
PEP | PEPSICO INC | 16 | 4 | 0.02% | 0.05% | 0.23% | Q1 2018 | Q3 2023 | 20 |
MDT | MEDTRONIC PLC | 16 | 4 | 0.01% | 0.05% | 0.23% | Q1 2018 | Q3 2023 | 20 |
PGR | PROGRESSIVE CORP OHIO | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
ITA | ISHARES U.S. AER&DEF ETF | 19 | 19 | 0.03% | 2.15% | 4.16% | Q3 2014 | Q1 2019 | 19 |
ITW | ILLINOIS TOOL WKS INC | 19 | 19 | 0.22% | 0.29% | 0.40% | Q1 2019 | Q3 2023 | 19 |
GD | GENERAL DYNAMICS CORP | 19 | 19 | 0.19% | 0.28% | 0.38% | Q1 2019 | Q3 2023 | 19 |
AFL | AFLAC INC | 19 | 19 | 0.21% | 0.27% | 0.38% | Q1 2019 | Q3 2023 | 19 |
MMM | 3M CO | 19 | 19 | 0.18% | 0.27% | 0.36% | Q1 2019 | Q3 2023 | 19 |
BEN | FRANKLIN RESOURCES INC | 19 | 19 | 0.20% | 0.26% | 0.39% | Q1 2019 | Q3 2023 | 19 |
HRL | HORMEL FOODS CORP | 15 | 4 | 0.02% | 0.24% | 0.46% | Q1 2018 | Q3 2023 | 19 |
CINF | CINCINNATI FINL CORP | 11 | 8 | 0.01% | 0.12% | 0.44% | Q1 2018 | Q3 2023 | 19 |
HYD | VANECK VECTORS ETF TR | 17 | 2 | 0.04% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 19 |
T | AT&T INC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
SHYD | VANECK VECTORS ETF TR ... | 11 | 3 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q1 2023 | 18 |
XLV | SELECT SECTOR SPDR TR | 13 | 4 | 0.01% | 0.72% | 3.30% | Q2 2013 | Q3 2023 | 17 |
IJT | ISHARES TR SP SMCP600G... | 12 | 5 | 0.02% | 0.56% | 2.92% | Q2 2013 | Q3 2018 | 17 |
MSFT | MICROSOFT CORP | 16 | 1 | 0.02% | 0.22% | 0.46% | Q1 2019 | Q3 2023 | 17 |
CSCO | CISCO SYS INC | 16 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
VOT | VANGUARD INDEX FDS | 14 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 17 |
FLOT | ISHARES TR FLTG RATE B... | 10 | 1 | 0.01% | 2.66% | 9.85% | Q3 2013 | Q2 2021 | 16 |
VT | VANGUARD INTL EQUITY I... | 16 | 16 | 0.03% | 0.17% | 0.26% | Q4 2019 | Q3 2023 | 16 |
BND | VANGUARD BD INDEX FDS | 16 | 16 | 0.01% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 16 |
PG | PROCTER & GAMBLE CO | 16 | 16 | 0.03% | 0.08% | 0.38% | Q4 2019 | Q3 2023 | 16 |
IWR | ISHARES TR | 16 | 16 | 0.02% | 0.07% | 0.26% | Q4 2019 | Q3 2023 | 16 |
V | VISA INC | 16 | 16 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
UNH | UNITEDHEALTH GROUP INC | 16 | 16 | 0.04% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
GOOGL | ALPHABET INC | 16 | 16 | 0.03% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 16 |
GOOG | ALPHABET INC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
QCOM | QUALCOMM INC | 16 | 16 | 0.02% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
FB | META PLATFORMS INC | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
EFA | ISHARES TR | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
TXN | TEXAS INSTRS INC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
XLB | SELECT SECTOR SPDR TR | 16 | 16 | 0.01% | 0.04% | 0.17% | Q4 2019 | Q3 2023 | 16 |
MRK | MERCK & CO. INC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
JPM | JPMORGAN CHASE & CO | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ADBE | ADOBE SYSTEMS INCORPOR... | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
IWB | ISHARES TR | 16 | 16 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
AMT | AMERICAN TOWER CORP NEW | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
VZ | VERIZON COMMUNICATIONS... | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MDLZ | MONDELEZ INTL INC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
IBM | INTERNATIONAL BUSINESS... | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NVS | NOVARTIS AG | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
TSM | TAIWAN SEMICONDUCTOR M... | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
EQIX | EQUINIX INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ETN | EATON CORP PLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
UNP | UNION PACIFIC CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
XLY | SELECT SECTOR SPDR TR ... | 15 | 15 | 2.02% | 3.93% | 6.51% | Q2 2013 | Q4 2016 | 15 |
CB | CHUBB LIMITED | 15 | 15 | 0.01% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 15 |
APD | AIR PRODS & CHEMS INC | 15 | 15 | 0.02% | 0.13% | 0.28% | Q1 2020 | Q3 2023 | 15 |
SPY | SPDR S&P 500 ETF TR | 15 | 15 | 0.02% | 0.11% | 0.17% | Q1 2020 | Q3 2023 | 15 |
BRKB | BERKSHIRE HATHAWAY INC... | 15 | 15 | 0.03% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 15 |
AMZN | AMAZON COM INC | 15 | 15 | 0.05% | 0.09% | 0.17% | Q4 2019 | Q2 2023 | 15 |
LOW | LOWES COS INC | 14 | 1 | 0.01% | 0.06% | 0.25% | Q4 2019 | Q3 2023 | 15 |
VNQ | VANGUARD INDEX FDS | 10 | 5 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 15 |
CVX | CHEVRON CORP NEW | 14 | 1 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 15 |
COP | CONOCOPHILLIPS | 14 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 15 |
COST | COSTCO WHSL CORP NEW | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
ACN | ACCENTURE PLC IRELAND | 14 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
AVGO | BROADCOM INC | 14 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 15 |
NKE | NIKE INC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
HON | HONEYWELL INTL INC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
INTC | INTEL CORP | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
TJX | TJX COS INC NEW | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
INTU | INTUIT | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
ITOT | ISHARES TR | 13 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 15 |
DIS | DISNEY WALT CO | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
PM | PHILIP MORRIS INTL INC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
KMB | KIMBERLY-CLARK CORP | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CRM | SALESFORCE INC | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
CMI | CUMMINS INC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
BKNG | BOOKING HOLDINGS INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
ZBRA | ZEBRA TECHNOLOGIES COR... | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
AIG | AMERICAN INTL GROUP INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
MET | METLIFE INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
CNI | CANADIAN NATL RY CO | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
SDY | SPDR SER TR S&P DIVID ETF | 7 | 7 | 0.01% | 3.08% | 8.30% | Q2 2013 | Q3 2023 | 14 |
ORCL | ORACLE CORP | 14 | 14 | 0.04% | 0.16% | 0.36% | Q2 2020 | Q3 2023 | 14 |
XOM | EXXON MOBIL CORP | 7 | 2 | 0.02% | 0.13% | 0.24% | Q4 2013 | Q3 2023 | 14 |
USMV | ISHARES TR MSCI USA MI... | 12 | 1 | 0.01% | 0.13% | 0.93% | Q2 2013 | Q3 2023 | 14 |
VGM | VAN KAMPEN AMERICAN CA... | 14 | 14 | 0.06% | 0.10% | 0.18% | Q1 2014 | Q2 2017 | 14 |
SCHA | SCHWAB STRATEGIC TR | 13 | 1 | 0.04% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 14 |
SCHM | SCHWAB STRATEGIC TR | 13 | 1 | 0.02% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 14 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 2 | 0.01% | 0.05% | 0.20% | Q4 2019 | Q3 2023 | 14 |
MA | MASTERCARD INCORPORATED | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
EEM | ISHARES TR | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PFE | PFIZER INC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
PSX | PHILLIPS 66 | 13 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
HYLB | DBX ETF TR | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 14 |
SO | SOUTHERN CO | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AXP | AMERICAN EXPRESS CO | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NVO | NOVO-NORDISK A S | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NFLX | NETFLIX INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
DUK | DUKE ENERGY CORP NEW | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SBUX | STARBUCKS CORP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AEP | AMERICAN ELEC PWR CO INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BDX | BECTON DICKINSON & CO | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
LMT | LOCKHEED MARTIN CORP | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CVS | CVS HEALTH CORP | 13 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
ETR | ENTERGY CORP NEW | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CHRW | C H ROBINSON WORLDWIDE... | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SYY | SYSCO CORP | 13 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
EQNR | EQUINOR ASA | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FAST | FASTENAL CO | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
EMR | EMERSON ELEC CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PAYX | PAYCHEX INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ABEV | AMBEV SA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
BBVA | BANCO BILBAO VIZCAYA A... | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WBA | WALGREENS BOOTS ALLIAN... | 12 | 1 | 0.00% | 0.22% | 0.35% | Q1 2018 | Q2 2023 | 13 |
ESGV | VANGUARD WORLD FD | 13 | 13 | 0.02% | 0.11% | 0.22% | Q3 2020 | Q3 2023 | 13 |
GOVT | ISHARES TR | 9 | 4 | 0.02% | 0.11% | 0.27% | Q4 2019 | Q3 2023 | 13 |
ESGD | ISHARES TR | 13 | 13 | 0.02% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
IEV | ISHARES TR EUROPE ETF | 13 | 13 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q4 2019 | 13 |
VOO | VANGUARD INDEX FDS | 13 | 13 | 0.01% | 0.07% | 0.37% | Q3 2020 | Q3 2023 | 13 |
VO | VANGUARD INDEX FDS | 13 | 13 | 0.02% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 13 |
CPT | CAMDEN PPTY TR | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SCHB | SCHWAB STRATEGIC TR | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
UPS | UNITED PARCEL SERVICE INC | 13 | 13 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
FNDF | SCHWAB STRATEGIC TR | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
NVDA | NVIDIA CORPORATION | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
VB | VANGUARD INDEX FDS | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
ESGE | ISHARES INC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BAC | BK OF AMERICA CORP | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
TMO | THERMO FISHER SCIENTIF... | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
NOW | SERVICENOW INC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
DHR | DANAHER CORPORATION | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
FNDB | SCHWAB STRATEGIC TR | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
A | AGILENT TECHNOLOGIES INC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CTVA | CORTEVA INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DLS | WISDOMTREE TR | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 13 |
ARKQ | ARK ETF TR | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PPL | PPL CORP | 11 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
ESGU | ISHARES TR | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
VICI | VICI PPTYS INC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
MNST | MONSTER BEVERAGE CORP NEW | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
MBB | ISHARES TR | 8 | 1 | 0.02% | 0.69% | 6.11% | Q2 2013 | Q3 2023 | 12 |
BIV | VANGUARD BD INDEX FDS | 12 | 12 | 0.01% | 0.56% | 3.22% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 7 | 1 | 0.02% | 0.39% | 0.71% | Q1 2019 | Q3 2023 | 12 |
ESML | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PYPL | PAYPAL HLDGS INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
EFG | ISHARES TR | 8 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 12 |
LRCX | LAM RESEARCH CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IWO | ISHARES TR | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MS | MORGAN STANLEY | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CAT | CATERPILLAR INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AON | AON PLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NEE | NEXTERA ENERGY INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ATVI | ACTIVISION BLIZZARD INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DD | DUPONT DE NEMOURS INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
C | CITIGROUP INC | 10 | 1 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 12 |
WEC | WEC ENERGY GROUP INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TEL | TE CONNECTIVITY LTD | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TSCO | TRACTOR SUPPLY CO | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
DOW | DOW INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CCI | CROWN CASTLE INTL CORP... | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
WY | WEYERHAEUSER CO MTN BE | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
HDB | HDFC BANK LTD | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DPZ | DOMINOS PIZZA INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
VGIT | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.33% | 2.63% | 3.51% | Q1 2021 | Q3 2023 | 11 |
HYG | ISHARES TR IBOXX HI YD... | 6 | 1 | 0.01% | 2.20% | 6.10% | Q4 2015 | Q1 2021 | 11 |
INDA | ISHARES TR MSCI INDIA ETF | 7 | 1 | 0.00% | 1.43% | 2.53% | Q3 2015 | Q1 2023 | 11 |
VGLT | VANGUARD SCOTTSDALE FDS | 11 | 11 | 0.14% | 1.43% | 2.19% | Q1 2021 | Q3 2023 | 11 |
DFAI | DIMENSIONAL ETF TRUST | 11 | 11 | 0.02% | 0.32% | 0.48% | Q1 2021 | Q3 2023 | 11 |
MUB | ISHARES TR | 11 | 11 | 0.03% | 0.31% | 0.67% | Q1 2021 | Q3 2023 | 11 |
AOS | SMITH A O CORP | 8 | 3 | 0.22% | 0.28% | 0.36% | Q1 2020 | Q3 2023 | 11 |
ATO | ATMOS ENERGY CORP | 11 | 11 | 0.20% | 0.24% | 0.30% | Q1 2021 | Q3 2023 | 11 |
DOV | DOVER CORP | 5 | 2 | 0.01% | 0.15% | 0.41% | Q1 2019 | Q3 2023 | 11 |
HYMB | SPDR SER TR | 7 | 4 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 11 |
LLY | LILLY ELI & CO | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ET | ENERGY TRANSFER L P | 6 | 5 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 11 |
VXUS | VANGUARD STAR FDS | 11 | 11 | 0.01% | 0.03% | 0.15% | Q1 2021 | Q3 2023 | 11 |
AMAT | APPLIED MATLS INC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
ZTS | ZOETIS INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
LIN | LINDE PLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
DFAU | DIMENSIONAL ETF TRUST | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ALB | ALBEMARLE CORP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WRK | WESTROCK CO | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SCHF | SCHWAB STRATEGIC TR | 10 | 1 | 0.01% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 11 |
BSV | VANGUARD BD INDEX FDS | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
AMP | AMERIPRISE FINL INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SCHX | SCHWAB STRATEGIC TR | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
XLE | SELECT SECTOR SPDR TR | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KMI | KINDER MORGAN INC DEL | 7 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
GIB | CGI INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 11 |
GS | GOLDMAN SACHS GROUP INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BBD | BANCO BRADESCO S A | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 11 |
XPH | SPDR SERIES TRUST S&P ... | 10 | 10 | 3.47% | 3.91% | 4.32% | Q2 2013 | Q3 2015 | 10 |
XRT | SPDR SERIES TRUST S&P ... | 10 | 10 | 3.47% | 3.85% | 4.17% | Q2 2013 | Q3 2015 | 10 |
VHT | VANGUARD WORLD FDS HEA... | 7 | 3 | 0.01% | 0.79% | 3.25% | Q4 2015 | Q3 2023 | 10 |
DFAC | DIMENSIONAL ETF TRUST | 10 | 10 | 0.37% | 0.46% | 0.58% | Q2 2021 | Q3 2023 | 10 |
HYD | VANECK VECTORS ETF TR ... | 10 | 10 | 0.13% | 0.29% | 0.44% | Q2 2016 | Q3 2018 | 10 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 0.02% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
SWK | STANLEY BLACK & DECKER... | 8 | 2 | 0.00% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 10 |
DFAE | DIMENSIONAL ETF TRUST | 10 | 10 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
PPG | PPG INDS INC | 10 | 10 | 0.01% | 0.08% | 0.24% | Q2 2021 | Q3 2023 | 10 |
TSLA | TESLA INC | 10 | 10 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
LQD | ISHARES TR | 10 | 10 | 0.01% | 0.03% | 0.16% | Q3 2019 | Q4 2021 | 10 |
BRKA | BERKSHIRE HATHAWAY INC... | 6 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 10 |
SAP | SAP SE | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 10 |
RELX | RELX PLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
ONEQ | FIDELITY COMWLTH TR | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
FCX | FREEPORT-MCMORAN INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DHI | D R HORTON INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
LEA | LEAR CORP | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 10 |
RF | REGIONS FINANCIAL CORP... | 6 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 10 |
PSA | PUBLIC STORAGE | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ISRG | INTUITIVE SURGICAL INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BIO | BIO RAD LABS INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 10 |
FNDX | SCHWAB STRATEGIC TR | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MFC | MANULIFE FINL CORP | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 10 |
VOOG | VANGUARD ADMIRAL FDS INC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
IDEX | IDEANOMICS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
BKLN | POWERSHARES ETF SENIOR... | 9 | 9 | 4.23% | 7.93% | 20.74% | Q2 2013 | Q2 2015 | 9 |
FALN | ISHARES TR | 9 | 9 | 0.27% | 1.97% | 2.79% | Q3 2021 | Q3 2023 | 9 |
XNTK | SPDR SERIES TRUST MORG... | 9 | 9 | 0.02% | 0.94% | 1.61% | Q1 2017 | Q1 2019 | 9 |
KRE | SPDR SERIES TRUST S&P ... | 9 | 9 | 0.02% | 0.89% | 1.53% | Q1 2017 | Q1 2019 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.14% | 0.19% | 0.27% | Q3 2021 | Q3 2023 | 9 | |
SPTI | SPDR SER TR | 8 | 1 | 0.01% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 9 |
ABBV | ABBVIE INC | 7 | 2 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 9 |
GWW | GRAINGER W W INC | 5 | 4 | 0.00% | 0.07% | 0.21% | Q1 2018 | Q3 2023 | 9 |
TGT | TARGET CORP | 4 | 1 | 0.02% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 9 |
VKI | VAN KAMPEN AMRICAN CAP... | 9 | 9 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q1 2016 | 9 |
ABT | ABBOTT LABS | 7 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 9 |
KO | COCA COLA CO | 7 | 2 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 9 |
VIG | VANGUARD SPECIALIZED F... | 7 | 1 | 0.01% | 0.03% | 0.20% | Q3 2020 | Q3 2023 | 9 |
SPHQ | INVESCO EXCHANGE TRADE... | 7 | 2 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 9 |
SUSB | ISHARES TR | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
DFAS | DIMENSIONAL ETF TRUST | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
BA | BOEING CO | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
NUHY | NUSHARES ETF TR | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PHYS | SPROTT PHYSICAL GOLD TR | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
GDX | VANECK VECTORS ETF TR | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
BLK | BLACKROCK INC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
EDWARDS LIFESCIENCES CORP | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 | |
NTR | NUTRIEN LTD | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 9 |
ALC | ALCON AG | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
ADSK | AUTODESK INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MU | MICRON TECHNOLOGY INC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
CI | THE CIGNA GROUP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HEDJ | WISDOMTREE TR EUROPE H... | 7 | 1 | 0.01% | 5.11% | 9.48% | Q3 2014 | Q4 2019 | 8 |
KBE | SPDR SERIES TRUST S&P ... | 8 | 8 | 0.02% | 0.84% | 1.56% | Q2 2017 | Q1 2019 | 8 |
SCHH | SCHWAB STRATEGIC TR US... | 8 | 8 | 0.02% | 0.18% | 0.22% | Q4 2016 | Q3 2018 | 8 |
CFO | VICTORY PORTFOLIOS II | 8 | 8 | 0.01% | 0.17% | 0.28% | Q4 2021 | Q3 2023 | 8 |
EEMV | ISHARES INC | 5 | 1 | 0.04% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 8 |
IWS | ISHARES TR | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
EFAV | ISHARES TR | 5 | 1 | 0.01% | 0.08% | 0.19% | Q2 2021 | Q3 2023 | 8 |
CDC | VICTORY PORTFOLIOS II | 8 | 8 | 0.00% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MMP | MAGELLAN MIDSTREAM PRT... | 6 | 1 | 0.01% | 0.06% | 0.08% | Q1 2014 | Q4 2022 | 8 |
SCZ | ISHARES TR | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
VGT | VANGUARD WORLD FDS | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 8 |
DIMENSIONAL ETF TRUST | 5 | 3 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 | |
OUNZ | VANECK MERK GOLD TR | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BABA | ALIBABA GROUP HLDG LTD | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
RTX | RTX CORPORATION | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 8 |
WFC | WELLS FARGO CO NEW | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SNPS | SYNOPSYS INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
EOG | EOG RES INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
USB | US BANCORP DEL | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 8 |
BMY | BRISTOL-MYERS SQUIBB CO | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
NSC | NORFOLK SOUTHN CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PXD | PIONEER NAT RES CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMD | ADVANCED MICRO DEVICES... | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DVY | ISHARES TR | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 8 |
PLD | PROLOGIS INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
SU | SUNCOR ENERGY INC NEW | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
BAX | BAXTER INTL INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
O | REALTY INCOME CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JD | JD.COM INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
PNC | PNC FINL SVCS GROUP INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
PSLV | SPROTT PHYSICAL SILVER TR | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
XLF | SELECT SECTOR SPDR TR | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
WMS | ADVANCED DRAIN SYS INC... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DXJ | WISDOMTREE TR JAPN HED... | 7 | 7 | 3.09% | 3.28% | 3.57% | Q3 2014 | Q1 2016 | 7 |
USIG | ISHARES TR | 6 | 1 | 0.01% | 0.26% | 0.93% | Q4 2020 | Q3 2023 | 7 |
ITM | VANECK ETF TRUST | 7 | 7 | 0.12% | 0.22% | 0.32% | Q1 2022 | Q3 2023 | 7 |
QQQ | INVESCO QQQ TR | 2 | 1 | 0.14% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 7 |
CL | COLGATE PALMOLIVE CO | 7 | 7 | 0.01% | 0.14% | 0.28% | Q1 2022 | Q3 2023 | 7 |
TFI | SPDR SER TR | 7 | 7 | 0.04% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
ISTB | ISHARES TR | 7 | 7 | 0.01% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
TARGET CORP | 2 | 1 | 0.02% | 0.06% | 0.23% | Q4 2020 | Q1 2023 | 7 | |
WISDOMTREE TR | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 | |
CIZ | VICTORY PORTFOLIOS II | 7 | 7 | 0.02% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
EZM | WISDOMTREE TR | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
DON | WISDOMTREE TR | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SGOL | ABRDN GOLD ETF TRUST | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
FNDA | SCHWAB STRATEGIC TR | 5 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
ILCV | ISHARES TR | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
RSP | INVESCO EXCHANGE TRADE... | 4 | 3 | 0.00% | 0.04% | 0.23% | Q4 2021 | Q3 2023 | 7 |
SPGI | S&P GLOBAL INC | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
VYM | VANGUARD WHITEHALL FDS | 7 | 7 | 0.01% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MGC | VANGUARD WORLD FD | 6 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
VXF | VANGUARD INDEX FDS | 5 | 2 | 0.01% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 7 |
VAW | VANGUARD WORLD FDS | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SPYG | SPDR SER TR | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CDW | CDW CORP | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
STIP | ISHARES TR | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
VOE | VANGUARD INDEX FDS | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
MRO | MARATHON OIL CORP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CDNS | CADENCE DESIGN SYSTEM INC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
NUE | NUCOR CORP | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
VRTX | VERTEX PHARMACEUTICALS... | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MPC | MARATHON PETE CORP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SYK | STRYKER CORPORATION | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
OXY | OCCIDENTAL PETE CORP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SHELL PLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 | |
MCHP | MICROCHIP TECHNOLOGY INC. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
IAU | ISHARES GOLD TR | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VIS | VANGUARD WORLD FDS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BP | BP PLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
PH | PARKER-HANNIFIN CORP | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
SMMD | ISHARES TR | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
DE | DEERE & CO | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BIIB | BIOGEN INC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
SHW | SHERWIN WILLIAMS CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAH | CARDINAL HEALTH INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ANET | ARISTA NETWORKS INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
VDC | VANGUARD WORLD FDS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
APH | AMPHENOL CORP NEW | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
FERG | FERGUSON PLC NEW | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EXR | EXTRA SPACE STORAGE INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LKQ | LKQ CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BK | BANK NEW YORK MELLON CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SAN | BANCO SANTANDER S.A. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
QUAL | ISHARES TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
XLI | SELECT SECTOR SPDR TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AVY | AVERY DENNISON CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
VPU | VANGUARD WORLD FDS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OKE | ONEOK INC NEW | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KDP | KEURIG DR PEPPER INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SPLG | SPDR SER TR | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SCHW | SCHWAB CHARLES CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NTAP | NETAPP INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
DFS | DISCOVER FINL SVCS | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SMFG | SUMITOMO MITSUI FINL G... | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
PEY | INVESCO EXCHANGE TRADE... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MDY | SPDR S&P MIDCAP 400 ET... | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LII | LENNOX INTL INC | 4 | 2 | 5.54% | 6.31% | 7.90% | Q4 2021 | Q2 2023 | 6 |
XTN | SPDR SERIES TRUST S&P ... | 6 | 6 | 3.84% | 4.02% | 4.34% | Q2 2014 | Q3 2015 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.06% | 1.60% | 2.47% | Q2 2022 | Q3 2023 | 6 | |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.19% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 | |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.04% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 6 | |
TXG | 10X GENOMICS INC | 6 | 6 | 0.05% | 0.11% | 0.15% | Q1 2020 | Q2 2021 | 6 |
SPTL | SPDR SER TR | 6 | 6 | 0.05% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
TFLO | ISHARES TR | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
IXUS | ISHARES TR | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
BNDX | VANGUARD CHARLOTTE FDS | 6 | 6 | 0.02% | 0.04% | 0.11% | Q2 2022 | Q3 2023 | 6 |
DLN | WISDOMTREE TR | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
FMAT | FIDELITY COVINGTON TRUST | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
GWX | SPDR INDEX SHS FDS | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
SLB | SCHLUMBERGER LTD | 4 | 1 | 0.01% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 6 |
VTWG | VANGUARD SCOTTSDALE FDS | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RAYTHEON TECHNOLOGIES ... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 6 | |
SUSL | ISHARES TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
IWN | ISHARES TR | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 6 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HP | HELMERICH & PAYNE INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
SIVB | SVB FINANCIAL GROUP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
PXF | INVESCO EXCH TRADED FD... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FHLC | FIDELITY COVINGTON TRU... | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
TMUS | T-MOBILE US INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
REGN | REGENERON PHARMACEUTICALS | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
HZNP | HORIZON THERAPEUTICS P... | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
EMXC | ISHARES INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CHKP | CHECK POINT SOFTWARE T... | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
DFUS | DIMENSIONAL ETF TRUST | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IWP | ISHARES TR | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 6 |
UL | UNILEVER PLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
NEM | NEWMONT CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
LNG | CHENIERE ENERGY INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VFH | VANGUARD WORLD FDS | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
LUV | SOUTHWEST AIRLS CO | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 6 |
ORGO | ORGANOGENESIS HLDGS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
ICF | ISHARES TR | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
X | UNITED STATES STL CORP... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MCK | MCKESSON CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
BHP | BHP GROUP LTD | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
AMCR | AMCOR PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PSO | PEARSON PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ITUB | ITAU UNIBANCO HLDG S A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
XHB | SPDR S&P HOMEBUILDERETF | 5 | 5 | 3.49% | 3.63% | 3.71% | Q2 2013 | Q2 2014 | 5 |
IAGG | ISHARES TR | 5 | 5 | 1.30% | 1.40% | 1.50% | Q3 2022 | Q3 2023 | 5 |
INVESCO QQQ TR | 4 | 1 | 0.12% | 0.16% | 0.17% | Q1 2021 | Q4 2022 | 5 | |
SHM | SPDR SER TR NUVN BR SH... | 5 | 5 | 0.08% | 0.11% | 0.19% | Q4 2014 | Q4 2015 | 5 |
UCON | FIRST TR EXCHNG TRADED... | 5 | 5 | 0.02% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
JCPB | J P MORGAN EXCHANGE TR... | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
VTIP | VANGUARD MALVERN FDS | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DBC | INVESCO DB COMMDY INDX... | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q1 2023 | 5 |
SCHP | SCHWAB STRATEGIC TR | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2022 | 5 |
SGOV | ISHARES TRUST ISHARES ... | 5 | 5 | 0.01% | 0.04% | 0.14% | Q3 2022 | Q3 2023 | 5 |
JPST | J P MORGAN EXCHANGE-TR... | 5 | 5 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2021 | 5 |
EMLP | FIRST TR EXCHANGE-TRAD... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MINT | PIMCO ETF TR | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BOND | PIMCO ETF TR | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SPSB | SPDR SER TR | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
TIP | ISHARES TR | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 5 |
MSI | MOTOROLA SOLUTIONS INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
GLD | SPDR GOLD TR | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SJM | SMUCKER J M CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AZO | AUTOZONE INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CME | CME GROUP INC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
ARW | ARROW ELECTRS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BAH | BOOZ ALLEN HAMILTON HL... | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GENERAL ELECTRIC CO | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 | |
GILD | GILEAD SCIENCES INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ORLY | OREILLY AUTOMOTIVE INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SLV | ISHARES SILVER TR | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
KLAC | KLA CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ADI | ANALOG DEVICES INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EXC | EXELON CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ABB | ABB LTD | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
AIV | APARTMENT INVT & MGMT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
UOCT | INNOVATOR ETFS TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
JBL | JABIL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
JBHT | HUNT J B TRANS SVCS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FNCL | FIDELITY COVINGTON TRUST | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
MKC | MCCORMICK & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
COG | COTERRA ENERGY INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
OMC | OMNICOM GROUP INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SYF | SYNCHRONY FINANCIAL | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
WST | WEST PHARMACEUTICAL SV... | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
OC | OWENS CORNING NEW | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RMD | RESMED INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
CONSTELLATION ENERGY CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 | |
DOX | AMDOCS LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PANW | PALO ALTO NETWORKS INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
ICE | INTERCONTINENTAL EXCHA... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
PCAR | PACCAR INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SPTM | SPDR SER TR | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
XT | ISHARES TR | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
FLRN | SPDR SER TR | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
MO | ALTRIA GROUP INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STLD | STEEL DYNAMICS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
EVRG | EVERGY INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
VGSH | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CNP | CENTERPOINT ENERGY INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
DIA | SPDR DOW JONES INDL AV... | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ATCO | ATLAS CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
VONE | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HBAN | HUNTINGTON BANCSHARES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COTY | COTY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
XBI | SPDR BIOTECH ETF | 4 | 4 | 3.37% | 3.69% | 4.08% | Q2 2013 | Q1 2014 | 4 |
IEZ | ISHARES US OIL EQ&SV ETF | 4 | 4 | 2.41% | 2.58% | 2.71% | Q4 2014 | Q3 2015 | 4 |
XSD | SPDR SERIES TRUST S&P ... | 4 | 4 | 2.19% | 2.57% | 3.27% | Q4 2015 | Q3 2016 | 4 |
IBMG | ISHARES TR IBONDS SEP1... | 4 | 4 | 0.20% | 0.24% | 0.31% | Q4 2016 | Q3 2017 | 4 |
SMB | VANECK VECTORS ETF TR ... | 4 | 4 | 0.18% | 0.22% | 0.28% | Q4 2016 | Q3 2017 | 4 |
DIMENSIONAL ETF TRUST | 4 | 4 | 0.11% | 0.21% | 0.31% | Q4 2022 | Q3 2023 | 4 | |
NEAR | ISHARES US ETF TR | 4 | 4 | 0.02% | 0.12% | 0.22% | Q4 2019 | Q3 2020 | 4 |
LMBS | FIRST TR EXCHANGE-TRAD... | 4 | 4 | 0.01% | 0.09% | 0.14% | Q3 2022 | Q2 2023 | 4 |
IAU | ISHARES GOLD TRUST ISH... | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q4 2020 | 4 |
MRNA | MODERNA INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
D | DOMINION ENERGY INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
J P MORGAN EXCHANGE TR... | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 | |
LRGF | ISHARES TR | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
VAR | VARIAN MED SYS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
XLU | SELECT SECTOR SPDR TR | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
FBND | FIDELITY MERRIMACK STR TR | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CNC | CENTENE CORPORATION COM | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
WORLD GOLD TR | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 | |
EW | EDWARDS LIFESCIENCES CORP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
OHI | OMEGA HEALTHCARE INVS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
F | FORD MTR CO DEL | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
TTC | TORO CO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 4 |
CTSH | COGNIZANT TECHNOLOGY S... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 4 |
QTEC | FIRST TRUST PORTFOLIOS... | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 4 |
WAT | WATERS CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WMB | WILLIAMS COS INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CSX | CSX CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
AZN | ASTRAZENECA PLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 4 |
FBHS | FORTUNE BRANDS INNOVAT... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
IDU | ISHARES TR | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 4 |
XLP | SELECT SECTOR SPDR TRU... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
CARR | CARRIER GLOBAL CORPORA... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ANSS | ANSYS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
BR | BROADRIDGE FINL SOLUTI... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ILCG | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AJG | GALLAGHER ARTHUR J & CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VLO | VALERO ENERGY CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 4 |
IVZ | INVESCO LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
VSGX | VANGUARD WORLD FD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RIO | RIO TINTO PLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 4 |
CMG | CHIPOTLE MEXICAN GRILL... | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
HWM | HOWMET AEROSPACE INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MSCI | MSCI INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
EXPO | EXPONENT INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
SPEM | SPDR INDEX SHS FDS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DLR | DIGITAL RLTY TR INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
FNDE | SCHWAB STRATEGIC TR | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MRVL | MARVELL TECHNOLOGY INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
AEE | AMEREN CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
SWKS | SKYWORKS SOLUTIONS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
ON | ON SEMICONDUCTOR CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
LDOS | LEIDOS HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
DVN | DEVON ENERGY CORP NEW | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
NOC | NORTHROP GRUMMAN CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
HSY | HERSHEY CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRGP | TARGA RES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PAA | PLAINS ALL AMERN PIPEL... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
VTRS | VIATRIS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XHS | SPDR SERIES TRUST HLTH... | 3 | 3 | 2.28% | 2.63% | 3.27% | Q4 2015 | Q2 2016 | 3 |
XME | SPDR SERIES TRUST S&P ... | 3 | 3 | 1.42% | 1.89% | 2.14% | Q3 2016 | Q1 2017 | 3 |
INVESCO QQQ TR | 1 | 1 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q1 2023 | 3 | |
IGIB | ISHARES TR | 3 | 3 | 0.04% | 0.11% | 0.15% | Q3 2019 | Q1 2020 | 3 |
SHYG | ISHARES TR | 3 | 3 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2020 | 3 |
IBDM | ISHARES TR | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 3 |
LINDE PLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 | |
PFF | ISHARES TR | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
BIL | SPDR SER TR | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
IQDF | FLEXSHARES TR | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
IDV | ISHARES TR | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 3 |
CHH | CHOICE HOTELS INTL INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 3 |
EPR | EPR PPTYS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
WORLD GOLD TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 | |
FDX | FEDEX CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 | |
CHD | CHURCH & DWIGHT CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VER | VEREIT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
BRX | BRIXMOR PPTY GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
HST | HOST HOTELS & RESORTS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
NFRA | FLEXSHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DES | WISDOMTREE TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OXSQ | OXFORD SQUARE CAP CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
CBOE | CBOE GLOBAL MKTS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DAL | DELTA AIR LINES INC DEL | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
IDX | VANECK ETF TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
ABC | CENCORA INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
ALGN | ALIGN TECHNOLOGY INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
SIRI | SIRIUS XM HOLDINGS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
URI | UNITED RENTALS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LISTED FD TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 | |
FICO | FAIR ISAAC CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
GIS | GENERAL MLS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MTD | METTLER TOLEDO INTERNA... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SPG | SIMON PPTY GROUP INC NEW | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
FRT | FEDERAL RLTY INVT TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
LW | LAMB WESTON HLDGS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SBAC | SBA COMMUNICATIONS COR... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
FIS | FIDELITY NATL INFORMAT... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
CPRT | COPART INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HAL | HALLIBURTON CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
EFV | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PKG | PACKAGING CORP AMER | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
PNW | PINNACLE WEST CAP CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
CBRE | CBRE GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
STX | SEAGATE TECHNOLOGY HLD... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BBY | BEST BUY INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 3 |
AFG | AMERICAN FINL GROUP IN... | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
ROP | ROPER TECHNOLOGIES INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FANG | DIAMONDBACK ENERGY INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JAAA | JANUS DETROIT STR TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
IDXX | IDEXX LABS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
MANH | MANHATTAN ASSOCIATES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
ES | EVERSOURCE ENERGY | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 3 |
RS | RELIANCE STEEL & ALUMI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RE | EVEREST RE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
CCL | CARNIVAL CORP UNITS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 3 |
PGX | INVESCO EXCH TRADED FD... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
PIE | POWERSHARES DWA EMERGI... | 2 | 2 | 0.62% | 0.63% | 0.63% | Q2 2013 | Q3 2013 | 2 |
TLT | ISHARES TR | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
CWB | SPDR SER TR | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
BONDBLOXX ETF TRUST | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 | |
JNK | SPDR SER TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
BKR | BAKER HUGHES COMPANY | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IBDN | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2020 | 2 |
IBDO | ISHARES TR | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
IBDL | ISHARES TR | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
IBDP | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
HDV | ISHARES TRUST CORE HIG... | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 2 |
QDF | FLEXSHARES TR | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CLR | CONTINENTAL RES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
AVTR | AVANTOR INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
GE | GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SPGM | SPDR INDEX SHS FDS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
PDBC | INVESCO ACTVELY MNGD E... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
SPIP | SPDR SER TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
GEM | GOLDMAN SACHS ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FLJH | FRANKLIN TEMPLETON ETF TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GNR | SPDR INDEX SHS FDS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SL GREEN RLTY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 | |
SNY | SANOFI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
IBDQ | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
EV | EATON VANCE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
SE | SEA LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ASML | ASML HOLDING N V | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
GUNR | FLEXSHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SHY | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 2 |
RWR | SPDR SER TR | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 2 |
FLJP | FRANKLIN TEMPLETON ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IPG | INTERPUBLIC GROUP COS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FTNT | FORTINET INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MCO | MOODYS CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QRVO | QORVO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CTAS | CINTAS CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TOTL | SSGA ACTIVE ETF TR | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HF SINCLAIR CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 | |
BSX | BOSTON SCIENTIFIC CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IMO | IMPERIAL OIL LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PCI | PIMCO DYNAMIC CR INCOM... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ILMN | ILLUMINA INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 2 |
IT | GARTNER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DECK | DECKERS OUTDOOR CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
PRF | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SQ | BLOCK INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ATEC | ALPHATEC HLDGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MMC | MARSH & MCLENNAN COS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TDG | TRANSDIGM GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BSCO | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FND | FLOOR & DECOR HLDGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PWB | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GM | GENERAL MTRS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
BJ | BJS WHSL CLUB HLDGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
RYAAY | RYANAIR HOLDINGS PLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SCHD | SCHWAB STRATEGIC TR US... | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
COO | COOPER COS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GLW | CORNING INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TAP | MOLSON COORS BEVERAGE CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TEAM | ATLASSIAN CORP PLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NTRS | NORTHERN TR CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
VNO | VORNADO RLTY TR | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BBIN | J P MORGAN EXCHANGE-TR... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MTCH | MATCH GROUP INC NEW | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
DTE | DTE ENERGY CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
GRMN | GARMIN LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PUK | PRUDENTIAL PLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MPLX | MPLX LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
UNM | UNUM GROUP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HUBS | HUBSPOT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 2 |
AMERISOURCEBERGEN CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 | |
EXPD | EXPEDITORS INTL WASH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CROX | CROCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
RCL | ROYAL CARIBBEAN GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BX | BLACKSTONE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FTEC | FIDELITY COVINGTON TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AME | AMETEK INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AWK | AMERICAN WTR WKS CO IN... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ROK | ROCKWELL AUTOMATION INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BLL | BALL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LH | LABORATORY CORP AMER H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
ARES | ARES MANAGEMENT CORPOR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WU | WESTERN UN CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
KR | KROGER CO COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LUMN | LUMEN TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
ENB | ENBRIDGE INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WPG | WASHINGTON PRIME GROUP... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
AMLP | ALPS ETF TR ALERIAN MLP | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2014 | Q4 2014 | 1 |
XOP | SPDR SERIES TRUST S&P ... | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2016 | Q3 2016 | 1 |
MGK | VANGUARD MEGA GRWTH IN... | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
VOOV | VANGUARD 500 VAL IDX F... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
INVESCO QQQ TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 | |
IOO | ISHARES TRUST GLOBAL 1... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
HYD | MARKET VECTORS ETF TR ... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
SCHR | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MLPI | UBS AG JERSEY BRH ALER... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
MGV | VANGUARD MEGA CAP VAL ETF | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
ICSH | ISHARES TRUST BLACKROC... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
EWJ | ISHARES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
URTH | ISHARES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
DIAL | COLUMBIA ETF TR I | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
RTN | RAYTHEON CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
AON | AON PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
OEF | ISHARES TRUST S&P 100 ETF | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
USHY | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
IYR | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TTWO | TAKE-TWO INTERACTIVE S... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PHG | KONINKLIJKE PHILIPS N V | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VRSN | VERISIGN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AKAM | AKAMAI TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYNH | SYNEOS HEALTH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DSI | ISHARES TRUST MSCI KLD... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FIRST TR EXCH TRADED F... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
PII | POLARIS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BSJM | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SPYV | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
UAUG | INNOVATOR ETFS TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DBO | POWERSHARES DB MULTI-S... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ZURN WATER SOLUTIONS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
KEY | KEYCORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JWN | NORDSTROM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
VRSK | VERISK ANALYTICS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ZS | ZSCALER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
SPXE | PROSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TT | TRANE TECHNOLOGIES PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BROADSTONE NET LEASE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 | |
FPE | FIRST TR EXCH TRADED F... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SUSA | ISHARES TRUST MSCI USA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FSKR | FS KKR CAP CORP II | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MIDD | MIDDLEBY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
USDU | WISDOMTREE TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LQDH | ISHARES U S ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MTB | M & T BK CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PEAKSTONE REALTY TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 | |
KTB | KONTOOR BRANDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RYH | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IWV | ISHARES TRUST RUSSELL ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VOX | VANGUARD WORLD FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DXCM | DEXCOM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BNL | BROADSTONE NET LEASE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VDE | VANGUARD WORLD FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MOS | MOSAIC CO NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AMBA | AMBARELLA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EWG | ISHARES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SHV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
L | LOEWS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
LYB | LYONDELLBASELL INDUSTR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VTC | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FUNDX INVT TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 | |
CTLT | CATALENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VER | VEREIT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PKI | PERKINELMER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KIM | KIMCO RLTY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FEDERAL RLTY INVT TR NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
LHX | L3HARRIS TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ZION | ZIONS BANCORPORATION N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RYT | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
XLNX | XILINX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TDTT | FLEXSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INFO | IHS MARKIT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CMS | CMS ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HCA | HCA HEALTHCARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LPLA | LPL FINL HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ESS | ESSEX PPTY TR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LVS | LAS VEGAS SANDS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
UBER | UBER TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VIAC | PARAMOUNT GLOBAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AIZ | ASSURANT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DFE | WISDOMTREE TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RJF | RAYMOND JAMES FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VIOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VMC | VULCAN MATLS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
UUP | INVESCO DB US DLR INDE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WLTW | WILLIS TOWERS WATSON P... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TFX | TELEFLEX INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STZ | CONSTELLATION BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PBD | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NWL | NEWELL BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ATRC | ATRICURE INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AVDE | AMERICAN CENTURY INVES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NDSN | NORDSON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OTIS | OTIS WORLDWIDE CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NRZ | RITHM CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GVIP | GOLDMAN SACHS ETF TRUS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RGEN | REPLIGEN CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
YUM | YUM BRANDS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AOA | ISHARES TRUST AGGRES A... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TCEHY | TENCENT HOLDINGS LIMIT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KONINKLIJKE AHOLD DELH... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
PEG | PUBLIC SERVICE ENTERPR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DRI | DARDEN RESTAURANTS INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOTZ | GLOBAL X FDS RBTCS ART... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FITB | FIFTH THIRD BANCORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PAVE | GLOBAL X FDS US INFR D... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FWONA | LIBERTY MEDIA CORPORAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
USLM | UTD STS LIME&MINER COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DDD | 3 D SYSTEMS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CGC | CANOPY GROWTH CORPORAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HUM | HUMANA INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SNX | TD SYNNEX CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRSP | BRIGHTSPIRE CAPITAL IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
XLRE | SELECT SECTOR SPDR TRU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CIEN | CIENA CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ICLN | ISHARES TRUST GL CLEAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CNXC | CONCENTRIX CORPORATION... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GOLD | BARRICK GOLD CORPORATI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PODD | INSULET CORPORATION COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FWONK | LIBERTY MEDIA CORPORAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VTWO | VANGUARD VNG RUS2000ID... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RWX | SPDR INDEX SHARES FUND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
REPX | RILEY EXPLORATION COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PRFZ | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
APYX | APYX MEDICAL CORPORATI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FCEL | FUELCELL ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PLTR | PALANTIR TECH INC COM ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WAB | WABTEC CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WARNER BROS DISCOVERY ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
OXYWS | OCCIDENTAL PETROLEUM C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KYNDRYL HLDGS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
WEWORK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
CUT | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TAN | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WWW | WOLVERINE WORLD WIDE I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MDM | MOUNTAIN PROVINCE DIAM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
YUMC | YUM CHINA HOLDINGS INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EA SERIES TRUST BRIDGE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
MCEM | MONARCH CEMENT COMPANY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LBRDA | LIBERTY BROADBAND CORP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ACWV | ISHARES INC MSCI GBL M... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LBRDK | LIBERTY BROADBAND CORP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LSXMA | LIBERTY MEDIA CORPORAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ADX | ADAMS DIVERSIFIED EQUI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LSXMK | LIBERTY MEDIA CORPORAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FL | FOOT LOCKER INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including ISHARES TR 1-3 YR CREDIT BOND ETF, VANGUARD SHORT TERM CORP BOND FD ETF, and ISHARES TR RUS 1000 GRW ETF, are the highest-conviction holdings of MATHER GROUP, LLC..
The conviction is calculated by counting the number of quarters a security has been reported by MATHER GROUP, LLC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that MATHER GROUP, LLC. owns currently or has owned in the past.