$4.14 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 589 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 25.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $884,679,000 | – | 32,790,164 | +100.0% | 21.35% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $501,259,000 | – | 11,188,003 | +100.0% | 12.10% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $253,859,000 | +24.5% | 3,743,675 | +23.5% | 6.13% | -39.1% |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $250,918,000 | – | 5,324,551 | +100.0% | 6.06% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $145,855,000 | – | 2,497,525 | +100.0% | 3.52% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $98,107,000 | +43.4% | 440,297 | +33.0% | 2.37% | -29.8% |
| AMZN | Buy | AMAZON COM INC | $65,964,000 | +11.7% | 19,175 | +0.5% | 1.59% | -45.3% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $39,754,000 | +2400.3% | 758,524 | +2358.7% | 0.96% | +1129.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $36,808,000 | +84.7% | 132,441 | +69.8% | 0.89% | -9.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $35,193,000 | +18.0% | 428,351 | +18.0% | 0.85% | -42.3% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $32,574,000 | +253.3% | 439,246 | +242.3% | 0.79% | +72.7% |
| EFV | Buy | ISHARES TReafe value etf | $31,322,000 | +70.0% | 605,140 | +67.4% | 0.76% | -16.7% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $27,927,000 | +8.5% | 538,712 | +2.9% | 0.67% | -46.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $26,662,000 | +21.8% | 10,638 | +0.5% | 0.64% | -40.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $26,630,000 | +12.8% | 62,211 | +4.4% | 0.64% | -44.8% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $21,632,000 | +195.6% | 139,750 | +180.9% | 0.52% | +44.6% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $21,449,000 | +11.9% | 326,574 | +6.8% | 0.52% | -45.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $19,284,000 | +94.8% | 189,445 | +75.8% | 0.46% | -4.7% |
| INTC | Buy | INTEL CORP | $18,104,000 | -11.6% | 322,474 | +0.8% | 0.44% | -56.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $15,303,000 | +27.9% | 141,928 | +27.9% | 0.37% | -37.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $15,232,000 | +41.8% | 280,458 | +35.9% | 0.37% | -30.6% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $13,479,000 | +225.6% | 261,636 | +210.4% | 0.32% | +59.3% |
| SWAN | New | AMPLIFY ETF TRblackswan grwt | $12,523,000 | – | 365,428 | +100.0% | 0.30% | – |
| MUB | Buy | ISHARES TRnational mun etf | $12,208,000 | +13.9% | 104,166 | +12.8% | 0.30% | -44.2% |
| CHCO | Buy | CITY HLDG CO | $12,048,000 | -7.5% | 160,123 | +0.5% | 0.29% | -54.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $11,510,000 | +4.4% | 69,869 | +4.2% | 0.28% | -48.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $10,397,000 | +9.6% | 27,480 | +7.1% | 0.25% | -46.4% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $10,185,000 | +15.1% | 28,737 | +3.6% | 0.25% | -43.6% |
| TSLA | Buy | TESLA INC | $9,932,000 | +3.0% | 14,612 | +1.2% | 0.24% | -49.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,825,000 | +3.6% | 63,164 | +1.4% | 0.24% | -49.4% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $9,469,000 | +10.5% | 166,496 | +9.6% | 0.23% | -46.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $9,243,000 | +9.3% | 88,719 | +4.6% | 0.22% | -46.5% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $8,922,000 | +19.3% | 117,389 | +13.4% | 0.22% | -41.7% |
| AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $8,446,000 | +18.0% | 130,481 | +13.4% | 0.20% | -42.2% |
| ABT | Buy | ABBOTT LABS | $8,062,000 | -1.4% | 69,540 | +1.9% | 0.20% | -51.6% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $8,042,000 | +11.8% | 58,938 | +5.2% | 0.19% | -45.4% |
| BA | Buy | BOEING CO | $7,968,000 | -4.4% | 33,261 | +1.7% | 0.19% | -53.3% |
| ABBV | Buy | ABBVIE INC | $7,771,000 | +6.2% | 68,990 | +2.0% | 0.19% | -47.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $7,725,000 | +33.5% | 89,660 | +33.6% | 0.19% | -34.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $7,501,000 | +23.7% | 72,143 | +14.2% | 0.18% | -39.5% |
| PEP | Buy | PEPSICO INC | $7,402,000 | +28.2% | 49,957 | +22.4% | 0.18% | -37.2% |
| DIS | Buy | DISNEY WALT CO | $7,140,000 | +14.3% | 40,621 | +20.0% | 0.17% | -44.2% |
| FOCS | Buy | FOCUS FINL PARTNERS INC | $7,052,000 | +23.4% | 145,392 | +5.9% | 0.17% | -39.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $6,893,000 | +25.7% | 33,142 | +2.7% | 0.17% | -38.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,818,000 | +14.0% | 30,264 | +8.3% | 0.16% | -44.1% |
| IDEV | Buy | ISHARES TRcore msci intl | $6,526,000 | +69.1% | 96,752 | +61.9% | 0.16% | -17.4% |
| CSCO | Buy | CISCO SYS INC | $6,378,000 | +5.2% | 120,342 | +2.6% | 0.15% | -48.5% |
| USB | Buy | US BANCORP DEL | $6,335,000 | +4.6% | 111,197 | +1.6% | 0.15% | -48.7% |
| VOO | Buy | VANGUARD INDEX FDS | $6,125,000 | +19.6% | 15,565 | +10.7% | 0.15% | -41.5% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $6,080,000 | +8.4% | 154,915 | +3.5% | 0.15% | -46.9% |
| TFC | Buy | TRUIST FINL CORP | $5,821,000 | +144.5% | 104,886 | +156.9% | 0.14% | +19.7% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $5,693,000 | +5.0% | 38,561 | +0.5% | 0.14% | -48.7% |
| QCOM | Buy | QUALCOMM INC | $5,523,000 | +8.4% | 38,642 | +0.6% | 0.13% | -47.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $5,508,000 | +6.2% | 167,507 | +2.7% | 0.13% | -48.0% |
| MRK | Buy | MERCK & CO INC | $5,393,000 | +11.1% | 69,350 | +10.2% | 0.13% | -45.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $5,312,000 | +7.4% | 49,517 | +0.6% | 0.13% | -47.5% |
| PFE | Buy | PFIZER INC | $5,151,000 | +19.6% | 131,537 | +10.6% | 0.12% | -41.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,012,000 | +8.4% | 79,063 | +3.7% | 0.12% | -46.9% |
| CVX | Buy | CHEVRON CORP NEW | $4,811,000 | +7.7% | 45,933 | +7.7% | 0.12% | -47.3% |
| WMT | Buy | WALMART INC | $4,765,000 | +4.2% | 33,792 | +0.3% | 0.12% | -49.1% |
| SPTS | New | SPDR SER TRportfolio sh tsr | $4,722,000 | – | 154,101 | +100.0% | 0.11% | – |
| BAC | Buy | BK OF AMERICA CORP | $4,640,000 | +32.9% | 112,540 | +24.7% | 0.11% | -34.9% |
| BRKA | Buy | BERKSHIRE HATHAWAY INC DELcl a | $4,605,000 | +99.0% | 11 | +83.3% | 0.11% | -2.6% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $4,528,000 | +8.9% | 22,557 | +0.6% | 0.11% | -46.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $4,357,000 | +29.1% | 41,785 | +19.7% | 0.10% | -36.7% |
| EMR | Buy | EMERSON ELEC CO | $4,197,000 | +20.3% | 43,606 | +12.7% | 0.10% | -41.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,121,000 | +14.4% | 10,415 | +1.9% | 0.10% | -44.4% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $3,761,000 | +6.4% | 43,877 | +1.8% | 0.09% | -47.7% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $3,669,000 | +112.4% | 10,636 | +103.3% | 0.09% | +4.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,612,000 | +9.8% | 34,476 | +5.9% | 0.09% | -46.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $3,505,000 | +5.1% | 13,042 | +1.8% | 0.08% | -48.2% |
| MMM | Buy | 3M CO | $3,425,000 | +13.1% | 17,243 | +9.7% | 0.08% | -44.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $3,386,000 | +16.2% | 12,533 | +2.8% | 0.08% | -43.1% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $3,379,000 | +45.0% | 32,047 | +38.5% | 0.08% | -28.7% |
| UNP | Buy | UNION PAC CORP | $3,337,000 | +3.0% | 15,175 | +3.2% | 0.08% | -49.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,285,000 | +23.5% | 43,886 | +18.8% | 0.08% | -39.7% |
| GLD | Buy | SPDR GOLD TR | $3,280,000 | +8.3% | 19,800 | +4.5% | 0.08% | -47.0% |
| NVDA | Buy | NVIDIA CORPORATION | $3,292,000 | +71.1% | 4,115 | +14.2% | 0.08% | -16.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,223,000 | +16.3% | 21,990 | +5.8% | 0.08% | -43.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,240,000 | +13.7% | 6,422 | +2.9% | 0.08% | -44.3% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $3,166,000 | +9.0% | 12,371 | +1.1% | 0.08% | -46.9% |
| IEMG | Buy | ISHARES INCcore msci emkt | $3,119,000 | +74.1% | 46,564 | +67.2% | 0.08% | -14.8% |
| AMGN | Buy | AMGEN INC | $3,050,000 | +6.5% | 12,511 | +8.7% | 0.07% | -47.5% |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100etf | $2,922,000 | +175.7% | 68,494 | +152.2% | 0.07% | +36.5% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,939,000 | +140.7% | 29,762 | +123.2% | 0.07% | +18.3% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $2,891,000 | +16.3% | 27,902 | +9.2% | 0.07% | -43.1% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $2,692,000 | +41.7% | 12,043 | +40.4% | 0.06% | -30.9% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,690,000 | +13.0% | 25,533 | +9.3% | 0.06% | -44.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,622,000 | +7.1% | 45,980 | +1.6% | 0.06% | -47.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,605,000 | +7.2% | 13,117 | +1.8% | 0.06% | -47.5% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $2,553,000 | +70.8% | 46,158 | +68.7% | 0.06% | -16.2% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $2,293,000 | +25.0% | 28,670 | +15.3% | 0.06% | -38.9% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,232,000 | +3.8% | 11,856 | +0.1% | 0.05% | -49.1% |
| CBRE | New | CBRE GROUP INCcl a | $2,181,000 | – | 25,440 | +100.0% | 0.05% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $2,096,000 | +23.9% | 20,241 | +0.1% | 0.05% | -38.6% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $2,062,000 | +247.7% | 27,272 | +235.2% | 0.05% | +72.4% |
| TIP | Buy | ISHARES TRtips bd etf | $2,079,000 | +24.0% | 16,244 | +21.6% | 0.05% | -39.8% |
| PRAA | Buy | PRA GROUP INC | $2,077,000 | +11.4% | 53,998 | +7.4% | 0.05% | -45.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $2,051,000 | +25.1% | 30,696 | +18.2% | 0.05% | -39.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,047,000 | +18.8% | 24,000 | +7.6% | 0.05% | -42.4% |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $1,974,000 | +15.6% | 27,426 | +10.7% | 0.05% | -42.9% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $1,994,000 | +29.0% | 28,673 | +21.9% | 0.05% | -36.8% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $1,949,000 | +48.1% | 31,247 | +41.1% | 0.05% | -27.7% |
| TXN | Buy | TEXAS INSTRS INC | $1,960,000 | +43.5% | 10,192 | +41.0% | 0.05% | -29.9% |
| PINS | Buy | PINTEREST INCcl a | $1,898,000 | +14.4% | 24,045 | +7.3% | 0.05% | -43.9% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,844,000 | +30.4% | 29,495 | +27.6% | 0.04% | -37.1% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $1,790,000 | +32.6% | 12,738 | +27.3% | 0.04% | -35.8% |
| BX | Buy | BLACKSTONE GROUP INC | $1,770,000 | +351.5% | 18,219 | +246.0% | 0.04% | +126.3% |
| CAT | Buy | CATERPILLAR INC | $1,798,000 | -6.0% | 8,260 | +0.1% | 0.04% | -54.3% |
| SHW | Buy | SHERWIN WILLIAMS CO | $1,765,000 | +7.6% | 6,478 | +191.5% | 0.04% | -46.9% |
| TGT | Buy | TARGET CORP | $1,726,000 | +30.1% | 7,140 | +6.6% | 0.04% | -35.4% |
| SO | Buy | SOUTHERN CO | $1,694,000 | +5.7% | 27,988 | +8.6% | 0.04% | -48.1% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $1,682,000 | +8.3% | 30,920 | +0.9% | 0.04% | -46.8% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $1,594,000 | – | 18,557 | +100.0% | 0.04% | – |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,593,000 | +14.6% | 38,300 | +8.6% | 0.04% | -44.9% |
| MKC | Buy | MCCORMICK & CO INC | $1,588,000 | -0.9% | 17,983 | +0.0% | 0.04% | -51.9% |
| CSX | Buy | CSX CORP | $1,585,000 | +1.7% | 49,416 | +205.7% | 0.04% | -50.6% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $1,543,000 | +47.4% | 22,573 | +40.7% | 0.04% | -28.8% |
| DE | Buy | DEERE & CO | $1,543,000 | +29.2% | 4,376 | +37.2% | 0.04% | -37.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,538,000 | +8.8% | 5,217 | +2.0% | 0.04% | -47.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,510,000 | +11.9% | 20,745 | +0.2% | 0.04% | -46.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,507,000 | +0.9% | 28,641 | +5.3% | 0.04% | -51.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $1,433,000 | +81.6% | 14,518 | +77.6% | 0.04% | -10.3% |
| AEE | Buy | AMEREN CORP | $1,442,000 | +0.3% | 18,021 | +2.0% | 0.04% | -50.7% |
| MDT | Buy | MEDTRONIC PLC | $1,447,000 | +18.6% | 11,657 | +12.8% | 0.04% | -41.7% |
| LIN | Buy | LINDE PLC | $1,428,000 | +17.4% | 4,938 | +13.8% | 0.03% | -43.3% |
| DHR | Buy | DANAHER CORPORATION | $1,401,000 | +79.4% | 5,219 | +50.4% | 0.03% | -12.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,425,000 | +13.0% | 4,918 | +7.1% | 0.03% | -45.2% |
| DGRO | Buy | ISHARES TRcore div grwth | $1,380,000 | +46.2% | 27,407 | +40.1% | 0.03% | -29.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $1,364,000 | +10.0% | 25,317 | +0.2% | 0.03% | -45.9% |
| BANR | Buy | BANNER CORP | $1,381,000 | +1.7% | 25,472 | +0.0% | 0.03% | -50.7% |
| IAU | New | ISHARES GOLD TRishares new | $1,343,000 | – | 39,845 | +100.0% | 0.03% | – |
| SLV | Buy | ISHARES SILVER TRishares | $1,327,000 | +8.9% | 54,801 | +2.1% | 0.03% | -46.7% |
| FAST | Buy | FASTENAL CO | $1,299,000 | +13.2% | 24,978 | +9.4% | 0.03% | -45.6% |
| BDX | Buy | BECTON DICKINSON & CO | $1,299,000 | +1.3% | 5,342 | +1.3% | 0.03% | -50.8% |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,187,000 | +34.7% | 30,186 | +31.6% | 0.03% | -32.6% |
| NVS | Buy | NOVARTIS AGsponsored adr | $1,163,000 | +8.2% | 12,751 | +1.4% | 0.03% | -47.2% |
| PSA | Buy | PUBLIC STORAGE | $1,150,000 | +22.2% | 3,825 | +0.3% | 0.03% | -39.1% |
| GE | Buy | GENERAL ELECTRIC CO | $1,106,000 | +3.7% | 82,156 | +1.1% | 0.03% | -49.1% |
| IP | Buy | INTERNATIONAL PAPER CO | $1,120,000 | +14.9% | 18,270 | +1.3% | 0.03% | -43.8% |
| ALL | Buy | ALLSTATE CORP | $1,015,000 | +18.9% | 7,782 | +4.7% | 0.02% | -42.9% |
| ADI | Buy | ANALOG DEVICES INC | $1,012,000 | +13.2% | 5,876 | +1.9% | 0.02% | -45.5% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $1,012,000 | +5.2% | 30,387 | +0.2% | 0.02% | -48.9% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $975,000 | +3.4% | 12,049 | +0.1% | 0.02% | -47.8% |
| HSIC | Buy | HENRY SCHEIN INC | $949,000 | +8.1% | 12,796 | +1.0% | 0.02% | -46.5% |
| STL | Buy | STERLING BANCORP DEL | $967,000 | +7.9% | 38,989 | +0.1% | 0.02% | -47.7% |
| KLAC | Buy | KLA CORP | $954,000 | -1.4% | 2,942 | +0.4% | 0.02% | -52.1% |
| CRM | Buy | SALESFORCE COM INC | $914,000 | +20.1% | 3,740 | +4.1% | 0.02% | -42.1% |
| CVS | Buy | CVS HEALTH CORP | $899,000 | +48.6% | 10,776 | +34.0% | 0.02% | -26.7% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $895,000 | +54.8% | 3,130 | +43.8% | 0.02% | -21.4% |
| HPQ | Buy | HP INC | $863,000 | -1.1% | 28,582 | +3.9% | 0.02% | -51.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $837,000 | +59.7% | 6,312 | +54.3% | 0.02% | -23.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $814,000 | +56.8% | 7,659 | +55.9% | 0.02% | -23.1% |
| CMI | Buy | CUMMINS INC | $815,000 | +97.8% | 3,345 | +110.4% | 0.02% | 0.0% |
| COP | Buy | CONOCOPHILLIPS | $833,000 | +15.2% | 13,671 | +0.2% | 0.02% | -44.4% |
| INTF | Buy | ISHARES TRmsci intl multft | $809,000 | +34.8% | 26,914 | +28.8% | 0.02% | -33.3% |
| F | Buy | FORD MTR CO DEL | $843,000 | +22.5% | 56,738 | +1.1% | 0.02% | -41.2% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $769,000 | +12.1% | 5,107 | +0.1% | 0.02% | -44.1% |
| PRVA | New | PRIVIA HEALTH GROUP INC | $772,000 | – | 17,391 | +100.0% | 0.02% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $783,000 | +23.7% | 12,925 | +16.4% | 0.02% | -38.7% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $787,000 | +153.1% | 15,291 | +131.8% | 0.02% | +26.7% |
| DOW | Buy | DOW INC | $770,000 | +23.2% | 12,175 | +24.6% | 0.02% | -38.7% |
| C | Buy | CITIGROUP INC | $802,000 | +51.3% | 11,329 | +55.4% | 0.02% | -26.9% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $760,000 | +3.5% | 10,067 | +0.1% | 0.02% | -50.0% |
| PSX | Buy | PHILLIPS 66 | $727,000 | +47.8% | 8,468 | +40.4% | 0.02% | -25.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $739,000 | +4.1% | 8,734 | +4.2% | 0.02% | -48.6% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $733,000 | +49.0% | 14,987 | +32.2% | 0.02% | -25.0% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $749,000 | +20.6% | 4,675 | +14.2% | 0.02% | -41.9% |
| A | Buy | AGILENT TECHNOLOGIES INC | $753,000 | +21.3% | 5,096 | +4.3% | 0.02% | -41.9% |
| DLTR | Buy | DOLLAR TREE INC | $719,000 | +20.0% | 7,231 | +38.2% | 0.02% | -43.3% |
| VPU | Buy | VANGUARD WORLD FDSutilities etf | $706,000 | +9.8% | 5,086 | +11.1% | 0.02% | -46.9% |
| CAH | Buy | CARDINAL HEALTH INC | $694,000 | -5.2% | 12,158 | +0.9% | 0.02% | -52.8% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $684,000 | +17.5% | 3,936 | +1.5% | 0.02% | -41.4% |
| YUM | Buy | YUM BRANDS INC | $691,000 | +102.0% | 6,006 | +90.2% | 0.02% | 0.0% |
| BLK | Buy | BLACKROCK INC | $715,000 | +16.8% | 817 | +0.6% | 0.02% | -43.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $688,000 | +11.1% | 3,606 | +2.2% | 0.02% | -45.2% |
| IXUS | Buy | ISHARES TRcore msci total | $660,000 | +5.4% | 9,001 | +1.0% | 0.02% | -48.4% |
| EXC | Buy | EXELON CORP | $643,000 | +7.3% | 14,505 | +6.0% | 0.02% | -46.7% |
| LNT | Buy | ALLIANT ENERGY CORP | $628,000 | +5.5% | 11,264 | +2.6% | 0.02% | -48.3% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $605,000 | +62.6% | 8,993 | +52.3% | 0.02% | -16.7% |
| CI | Buy | CIGNA CORP NEW | $631,000 | -0.9% | 2,664 | +1.1% | 0.02% | -51.6% |
| DD | Buy | DUPONT DE NEMOURS INC | $634,000 | +36.3% | 8,186 | +36.1% | 0.02% | -34.8% |
| ENB | Buy | ENBRIDGE INC | $604,000 | +168.4% | 15,093 | +143.7% | 0.02% | +36.4% |
| BSCM | New | INVESCO EXCH TRD SLF IDX FD | $561,000 | – | 25,969 | +100.0% | 0.01% | – |
| CNC | Buy | CENTENE CORP DEL | $586,000 | +32.6% | 8,033 | +16.1% | 0.01% | -36.4% |
| AMP | Buy | AMERIPRISE FINL INC | $590,000 | +7.5% | 2,371 | +0.4% | 0.01% | -48.1% |
| TRV | Buy | TRAVELERS COMPANIES INC | $593,000 | +5.0% | 3,959 | +5.5% | 0.01% | -50.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $581,000 | +17.8% | 5,672 | +4.8% | 0.01% | -41.7% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $596,000 | +25.7% | 14,974 | +12.8% | 0.01% | -39.1% |
| TWTR | Buy | TWITTER INC | $596,000 | +14.6% | 8,668 | +6.0% | 0.01% | -46.2% |
| ILCG | Buy | ISHARES TRmorningstar grwt | $549,000 | +12.3% | 8,480 | +400.0% | 0.01% | -45.8% |
| ITA | Buy | ISHARES TRus aer def etf | $533,000 | +5.5% | 4,870 | +0.5% | 0.01% | -48.0% |
| AFL | Buy | AFLAC INC | $537,000 | +10.0% | 10,010 | +5.0% | 0.01% | -45.8% |
| ED | Buy | CONSOLIDATED EDISON INC | $526,000 | +3.1% | 7,335 | +7.6% | 0.01% | -48.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $528,000 | +10.9% | 5,183 | +0.2% | 0.01% | -43.5% |
| NIO | New | NIO INCspon ads | $533,000 | – | 10,015 | +100.0% | 0.01% | – |
| MPC | Buy | MARATHON PETE CORP | $519,000 | +13.1% | 8,595 | +0.2% | 0.01% | -43.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $518,000 | +12.4% | 4,578 | +1.4% | 0.01% | -47.8% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $503,000 | +23.3% | 1,326 | +6.4% | 0.01% | -40.0% |
| PAA | New | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $512,000 | – | 45,037 | +100.0% | 0.01% | – |
| SRE | Buy | SEMPRA ENERGY | $503,000 | -0.2% | 3,800 | +0.0% | 0.01% | -52.0% |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $496,000 | – | 5,642 | +100.0% | 0.01% | – |
| MRNA | Buy | MODERNA INC | $483,000 | +90.9% | 2,056 | +6.5% | 0.01% | 0.0% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $484,000 | +70.4% | 2,566 | +60.1% | 0.01% | -14.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $482,000 | +18.7% | 311 | +8.7% | 0.01% | -40.0% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $511,000 | +4.7% | 7,346 | +100.0% | 0.01% | -50.0% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $489,000 | +43.4% | 5,123 | +31.8% | 0.01% | -29.4% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $506,000 | +3.1% | 5,305 | +0.4% | 0.01% | -50.0% |
| UL | Buy | UNILEVER PLCspon adr new | $514,000 | +18.2% | 8,784 | +12.7% | 0.01% | -42.9% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $481,000 | +11.1% | 2,990 | +10.5% | 0.01% | -42.9% |
| YUMC | New | YUM CHINA HLDGS INC | $504,000 | – | 7,614 | +100.0% | 0.01% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $478,000 | +1.9% | 3,377 | +1.4% | 0.01% | -47.8% |
| RUTH | Buy | RUTHS HOSPITALITY GROUP INC | $507,000 | +27.7% | 22,000 | +37.5% | 0.01% | -40.0% |
| TEL | Buy | TE CONNECTIVITY LTD | $475,000 | +5.3% | 3,516 | +0.6% | 0.01% | -50.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $466,000 | +49.8% | 7,272 | +43.7% | 0.01% | -26.7% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $445,000 | -4.3% | 30,516 | +3.4% | 0.01% | -52.2% |
| GILD | Buy | GILEAD SCIENCES INC | $473,000 | +18.2% | 6,869 | +11.1% | 0.01% | -45.0% |
| GPC | Buy | GENUINE PARTS CO | $445,000 | +11.8% | 3,520 | +2.3% | 0.01% | -45.0% |
| FPXI | Buy | FIRST TR EXCHANGE TRADED FDintl equity opp | $438,000 | +6.8% | 6,410 | +3.2% | 0.01% | -45.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $439,000 | +48.8% | 21,767 | +52.3% | 0.01% | -26.7% |
| CUT | Buy | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $445,000 | +4.5% | 11,869 | +0.0% | 0.01% | -47.6% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $467,000 | +8.6% | 5,571 | +0.6% | 0.01% | -47.6% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $450,000 | +38.0% | 12,241 | +32.6% | 0.01% | -31.2% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $457,000 | +47.9% | 8,344 | +39.5% | 0.01% | -26.7% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $449,000 | +4.7% | 5,460 | +0.3% | 0.01% | -47.6% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $474,000 | +3.5% | 17,996 | +4.3% | 0.01% | -52.2% |
| TTM | New | TATA MTRS LTDsponsored adr | $461,000 | – | 20,225 | +100.0% | 0.01% | – |
| RWR | Buy | SPDR SER TRdj reit etf | $422,000 | +11.1% | 4,025 | +0.2% | 0.01% | -47.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $425,000 | +12.1% | 3,376 | +4.0% | 0.01% | -47.4% |
| CERN | Buy | CERNER CORP | $399,000 | +9.3% | 5,109 | +0.6% | 0.01% | -44.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $410,000 | +11.7% | 1,897 | +4.7% | 0.01% | -44.4% |
| ANTM | Buy | ANTHEM INC | $402,000 | +6.6% | 1,054 | +0.4% | 0.01% | -47.4% |
| GWW | New | GRAINGER W W INC | $397,000 | – | 907 | +100.0% | 0.01% | – |
| DLR | Buy | DIGITAL RLTY TR INC | $402,000 | +21.5% | 2,671 | +13.6% | 0.01% | -37.5% |
| TRTN | Buy | TRITON INTL LTDcl a | $415,000 | -3.0% | 7,924 | +1.8% | 0.01% | -52.4% |
| MS | Buy | MORGAN STANLEY | $420,000 | +27.7% | 4,578 | +8.0% | 0.01% | -37.5% |
| K | Buy | KELLOGG CO | $433,000 | +89.1% | 6,732 | +86.0% | 0.01% | -9.1% |
| BAX | Buy | BAXTER INTL INC | $408,000 | +72.2% | 5,062 | +80.0% | 0.01% | -16.7% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $424,000 | +6.8% | 12,726 | +2.8% | 0.01% | -50.0% |
| CTVA | Buy | CORTEVA INC | $423,000 | +36.0% | 9,533 | +43.0% | 0.01% | -33.3% |
| SPY | New | SPDR S&P 500 ETF TRcall | $381,000 | – | 4,800 | +100.0% | 0.01% | – |
| MTB | New | M & T BK CORP | $373,000 | – | 2,565 | +100.0% | 0.01% | – |
| WTRG | Buy | ESSENTIAL UTILS INC | $363,000 | +3.4% | 7,934 | +1.2% | 0.01% | -47.1% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $377,000 | +73.7% | 7,401 | +52.0% | 0.01% | -18.2% |
| SNAP | Buy | SNAP INCcl a | $386,000 | +30.8% | 5,672 | +0.5% | 0.01% | -40.0% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $389,000 | +20.8% | 7,342 | +12.1% | 0.01% | -43.8% |
| PWV | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $359,000 | – | 8,099 | +100.0% | 0.01% | – |
| AGCO | Buy | AGCO CORP | $370,000 | -9.1% | 2,841 | +0.2% | 0.01% | -55.0% |
| O | Buy | REALTY INCOME CORP | $358,000 | +7.2% | 5,360 | +2.0% | 0.01% | -43.8% |
| JHG | Buy | JANUS HENDERSON GROUP PLC | $315,000 | +24.5% | 8,118 | +0.1% | 0.01% | -33.3% |
| AFRM | New | AFFIRM HLDGS INC | $334,000 | – | 4,953 | +100.0% | 0.01% | – |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $327,000 | – | 10,835 | +100.0% | 0.01% | – |
| GM | Buy | GENERAL MTRS CO | $334,000 | +16.0% | 5,638 | +12.4% | 0.01% | -42.9% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $339,000 | +15.7% | 2,932 | +13.2% | 0.01% | -42.9% |
| DBEF | New | DBX ETF TRxtrack msci eafe | $324,000 | – | 8,633 | +100.0% | 0.01% | – |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $315,000 | +21.2% | 5,253 | +0.6% | 0.01% | -38.5% |
| COIN | New | COINBASE GLOBAL INC | $351,000 | – | 1,385 | +100.0% | 0.01% | – |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $346,000 | +12.3% | 2,241 | +4.3% | 0.01% | -46.7% |
| NET | New | CLOUDFLARE INC | $346,000 | – | 3,271 | +100.0% | 0.01% | – |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $313,000 | +16.4% | 2,399 | +1.6% | 0.01% | -38.5% |
| BIDU | New | BAIDU INCspon adr rep a | $339,000 | – | 1,661 | +100.0% | 0.01% | – |
| BST | Buy | BLACKROCK SCIENCE & TECHNOLO | $331,000 | +18.6% | 5,560 | +7.6% | 0.01% | -42.9% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $350,000 | +30.1% | 2,135 | +5.1% | 0.01% | -38.5% |
| DOCU | New | DOCUSIGN INC | $273,000 | – | 976 | +100.0% | 0.01% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $288,000 | +7.5% | 3,918 | +1.1% | 0.01% | -46.2% |
| NWN | Buy | NORTHWEST NAT HLDG CO | $287,000 | -2.4% | 5,460 | +0.2% | 0.01% | -50.0% |
| DBX | Buy | DROPBOX INCcl a | $277,000 | +14.5% | 9,133 | +0.4% | 0.01% | -41.7% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $271,000 | – | 4,959 | +100.0% | 0.01% | – |
| GLW | Buy | CORNING INC | $293,000 | -5.8% | 7,174 | +0.5% | 0.01% | -53.3% |
| HAS | Buy | HASBRO INC | $278,000 | +5.7% | 2,941 | +7.4% | 0.01% | -46.2% |
| TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $309,000 | -13.9% | 31,199 | +0.4% | 0.01% | -61.1% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $277,000 | +15.4% | 1,971 | +0.1% | 0.01% | -41.7% |
| DTE | Buy | DTE ENERGY CO | $305,000 | +5.2% | 2,354 | +7.9% | 0.01% | -50.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $281,000 | +28.3% | 915 | +31.7% | 0.01% | -36.4% |
| ETR | Buy | ENTERGY CORP NEW | $289,000 | +33.8% | 2,898 | +33.2% | 0.01% | -36.4% |
| WEC | Buy | WEC ENERGY GROUP INC | $307,000 | +0.3% | 3,450 | +5.4% | 0.01% | -53.3% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $269,000 | +0.4% | 11,463 | +3.9% | 0.01% | -53.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $259,000 | +20.5% | 1,721 | +13.1% | 0.01% | -45.5% |
| HES | New | HESS CORP | $238,000 | – | 2,722 | +100.0% | 0.01% | – |
| JLL | New | JONES LANG LASALLE INC | $256,000 | – | 1,312 | +100.0% | 0.01% | – |
| USA | Buy | LIBERTY ALL STAR EQUITY FDsh ben int | $266,000 | +20.9% | 29,372 | +1.9% | 0.01% | -45.5% |
| MDLA | New | MEDALLIA INC | $236,000 | – | 7,000 | +100.0% | 0.01% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $258,000 | – | 1,531 | +100.0% | 0.01% | – |
| NSA | New | NATIONAL STORAGE AFFILIATES | $230,000 | – | 4,545 | +100.0% | 0.01% | – |
| NOM | Buy | NUVEEN MISSOURI QLT MUN INC | $252,000 | +4.1% | 16,259 | +0.9% | 0.01% | -50.0% |
| OGN | New | ORGANON & CO | $235,000 | – | 7,767 | +100.0% | 0.01% | – |
| PPL | Buy | PPL CORP | $247,000 | +10.3% | 8,835 | +13.6% | 0.01% | -45.5% |
| ES | Buy | EVERSOURCE ENERGY | $258,000 | -5.5% | 3,214 | +1.9% | 0.01% | -53.8% |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $245,000 | – | 3,885 | +100.0% | 0.01% | – |
| TDV | Buy | PROSHARES TRs&p tech dividen | $239,000 | +4.4% | 4,041 | +0.3% | 0.01% | -45.5% |
| RSG | New | REPUBLIC SVCS INC | $230,000 | – | 2,092 | +100.0% | 0.01% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $255,000 | – | 4,050 | +100.0% | 0.01% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $231,000 | – | 7,422 | +100.0% | 0.01% | – |
| SNY | New | SANOFIsponsored adr | $233,000 | – | 4,428 | +100.0% | 0.01% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $255,000 | – | 3,679 | +100.0% | 0.01% | – |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $258,000 | +25.9% | 5,303 | +9.4% | 0.01% | -40.0% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $238,000 | +2.6% | 5,252 | +5.2% | 0.01% | -45.5% |
| TSN | Buy | TYSON FOODS INCcl a | $250,000 | +7.3% | 3,394 | +8.1% | 0.01% | -45.5% |
| UBER | Buy | UBER TECHNOLOGIES INC | $261,000 | -1.9% | 5,201 | +6.4% | 0.01% | -53.8% |
| BHP | New | BHP GROUP LTDsponsored ads | $231,000 | – | 3,170 | +100.0% | 0.01% | – |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $250,000 | +22.5% | 3,300 | +10.0% | 0.01% | -40.0% |
| ADSK | New | AUTODESK INC | $254,000 | – | 871 | +100.0% | 0.01% | – |
| CNX | New | CNX RES CORP | $225,000 | – | 16,445 | +100.0% | 0.01% | – |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $221,000 | +7.8% | 2,382 | +107.1% | 0.01% | -50.0% |
| COF | New | CAPITAL ONE FINL CORP | $205,000 | – | 1,327 | +100.0% | 0.01% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $210,000 | – | 899 | +100.0% | 0.01% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $226,000 | – | 899 | +100.0% | 0.01% | – |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $224,000 | -3.4% | 10,541 | +8.5% | 0.01% | -54.5% |
| DFS | New | DISCOVER FINL SVCS | $210,000 | – | 1,779 | +100.0% | 0.01% | – |
| PTON | New | PELOTON INTERACTIVE INC | $212,000 | – | 1,708 | +100.0% | 0.01% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $219,000 | – | 1,857 | +100.0% | 0.01% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $220,000 | – | 8,336 | +100.0% | 0.01% | – |
| ORI | New | OLD REP INTL CORP | $216,000 | – | 8,669 | +100.0% | 0.01% | – |
| OXY | New | OCCIDENTAL PETE CORP | $214,000 | – | 6,839 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $202,000 | – | 521 | +100.0% | 0.01% | – |
| FE | New | FIRSTENERGY CORP | $205,000 | – | 5,522 | +100.0% | 0.01% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $227,000 | – | 2,459 | +100.0% | 0.01% | – |
| MCO | New | MOODYS CORP | $224,000 | – | 617 | +100.0% | 0.01% | – |
| GPN | Buy | GLOBAL PMTS INC | $220,000 | -4.8% | 1,173 | +2.5% | 0.01% | -54.5% |
| MGA | New | MAGNA INTL INC | $210,000 | – | 2,262 | +100.0% | 0.01% | – |
| HUM | New | HUMANA INC | $221,000 | – | 500 | +100.0% | 0.01% | – |
| BK | New | BANK NEW YORK MELLON CORP | $219,000 | – | 4,265 | +100.0% | 0.01% | – |
| BUI | New | BLACKROCK UTILS INFRASTRUCTU | $201,000 | – | 7,794 | +100.0% | 0.01% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $216,000 | – | 1,184 | +100.0% | 0.01% | – |
| VLO | New | VALERO ENERGY CORP | $219,000 | – | 2,808 | +100.0% | 0.01% | – |
| OCSL | Buy | OAKTREE SPECIALTY LENDING CO | $110,000 | +41.0% | 16,500 | +32.0% | 0.00% | -25.0% |
| AMCR | Buy | AMCOR PLCord | $136,000 | -0.7% | 11,840 | +0.7% | 0.00% | -57.1% |
| PBLA | New | PANBELA THERAPEUTICS INC | $71,000 | – | 24,927 | +100.0% | 0.00% | – |
| ASG | Buy | LIBERTY ALL-STAR GROWTH FD I | $94,000 | +5.6% | 10,606 | +2.2% | 0.00% | -50.0% |
| SRGA | New | SURGALIGN HOLDINGS INC | $27,000 | – | 19,585 | +100.0% | 0.00% | – |
| JOB | Buy | GEE GROUP INC | $43,000 | -50.6% | 75,334 | +9.4% | 0.00% | -75.0% |
| ABUS | New | ARBUTUS BIOPHARMA CORP | $36,000 | – | 11,720 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INCput | $0 | – | 500 | +100.0% | 0.00% | – |
| GABRT | New | GABELLI EQUITY TR INCright 07/14/2021 | $3,000 | – | 25,250 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 42 | Q3 2023 | 18.1% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 6.1% |
| ISHARES TR | 42 | Q3 2023 | 7.2% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
| ISHARES TR | 42 | Q3 2023 | 4.2% |
| APPLE INC | 42 | Q3 2023 | 4.0% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.5% |
| US BANCORP DEL | 42 | Q3 2023 | 3.3% |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-09 |
View BUCKINGHAM STRATEGIC WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.