$5.5 Billion is the total value of BUCKINGHAM STRATEGIC WEALTH, LLC's 631 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 17.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DFAC | Buy | DIMENSIONAL ETF TRUSTus core equity 2 | $860,629,014 | +12.6% | 35,446,006 | +3.1% | 15.64% | +0.2% |
DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $555,185,865 | +19.2% | 12,632,215 | +5.7% | 10.09% | +6.1% |
Buy | DIMENSIONAL ETF TRUSTus mktwide value | $480,244,605 | +14.7% | 14,344,224 | +1.4% | 8.73% | +2.1% | |
Buy | DIMENSIONAL ETF TRUSTinternatnal val | $329,314,437 | +23.4% | 10,832,712 | +4.6% | 5.98% | +9.8% | |
Buy | DIMENSIONAL ETF TRUSTworld ex us core | $240,703,496 | +20.6% | 11,143,680 | +5.5% | 4.37% | +7.3% | |
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $233,276,794 | -0.4% | 3,989,001 | -0.7% | 4.24% | -11.4% |
DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $221,082,522 | +7.6% | 5,313,206 | +0.4% | 4.02% | -4.2% |
DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $133,930,629 | +8.9% | 2,618,390 | -1.0% | 2.43% | -3.1% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $103,340,861 | +13.6% | 540,514 | +6.6% | 1.88% | +1.1% |
BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $100,723,560 | +4.0% | 1,337,986 | +3.3% | 1.83% | -7.5% |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $94,249,531 | +14.7% | 1,111,433 | +7.5% | 1.71% | +2.1% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $77,094,532 | -9.3% | 1,650,493 | -6.6% | 1.40% | -19.3% |
AAPL | Sell | APPLE INC | $71,067,444 | -8.3% | 546,967 | -2.5% | 1.29% | -18.4% |
IVV | Buy | ISHARES TRcore s&p500 etf | $49,201,900 | +13.2% | 128,060 | +5.7% | 0.89% | +0.8% |
EFV | Sell | ISHARES TReafe value etf | $45,145,251 | +16.6% | 983,985 | -2.1% | 0.82% | +3.7% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $41,447,402 | +1.6% | 360,757 | +1.1% | 0.75% | -9.6% |
MSFT | Buy | MICROSOFT CORP | $38,753,943 | +5.0% | 161,596 | +1.9% | 0.70% | -6.6% |
CASS | Buy | CASS INFORMATION SYS INC | $38,225,381 | +32.2% | 834,251 | +0.1% | 0.70% | +17.8% |
IDEV | Buy | ISHARES TRcore msci intl | $38,089,408 | +21.0% | 680,411 | +4.4% | 0.69% | +7.6% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $33,225,549 | +12.4% | 236,700 | -1.1% | 0.60% | +0.2% |
AMZN | Sell | AMAZON COM INC | $32,310,009 | -27.2% | 384,643 | -2.0% | 0.59% | -35.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $31,955,199 | +11.7% | 103,448 | -3.4% | 0.58% | -0.5% |
VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $31,669,645 | +46.5% | 754,578 | +26.9% | 0.58% | +30.6% |
DFAU | Sell | DIMENSIONAL ETF TRUSTus core eqt mkt | $31,526,803 | -3.1% | 1,166,795 | -9.8% | 0.57% | -13.7% |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $31,468,518 | +10.7% | 198,164 | -0.1% | 0.57% | -1.5% |
AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $29,190,327 | +42.6% | 391,764 | +26.6% | 0.53% | +26.8% |
IEMG | Buy | ISHARES INCcore msci emkt | $28,513,551 | +64.2% | 610,569 | +51.2% | 0.52% | +46.3% |
SCZ | Sell | ISHARES TReafe sml cp etf | $28,300,237 | +15.3% | 501,067 | -0.4% | 0.51% | +2.6% |
AVDV | Buy | AMERICAN CENTY ETF TRintl smcp vlu | $27,528,157 | +68.2% | 497,347 | +44.4% | 0.50% | +49.7% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $26,571,604 | +2.1% | 69,481 | -4.6% | 0.48% | -9.0% |
VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $26,541,895 | +6.2% | 513,184 | -6.0% | 0.48% | -5.5% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $24,291,938 | -9.6% | 275,325 | -2.0% | 0.44% | -19.7% |
SHY | Buy | ISHARES TR1 3 yr treas bd | $23,572,507 | +31.9% | 290,409 | +31.9% | 0.43% | +17.3% |
SUB | Sell | ISHARES TRshrt nat mun etf | $22,887,968 | -13.6% | 219,507 | -15.0% | 0.42% | -23.1% |
NSC | Sell | NORFOLK SOUTHN CORP | $22,601,575 | +17.5% | 91,720 | -0.0% | 0.41% | +4.6% |
JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $22,584,624 | +8.5% | 485,273 | -0.7% | 0.41% | -3.5% |
IWF | Buy | ISHARES TRrus 1000 grw etf | $22,287,840 | +2.8% | 104,032 | +1.0% | 0.40% | -8.6% |
FB | Sell | META PLATFORMS INCcl a | $21,059,777 | -12.8% | 175,002 | -1.7% | 0.38% | -22.3% |
GOOG | Buy | ALPHABET INCcap stk cl c | $20,146,223 | -7.0% | 227,051 | +0.7% | 0.37% | -17.2% |
XOM | Sell | EXXON MOBIL CORP | $19,521,095 | +26.3% | 176,982 | -0.0% | 0.36% | +12.3% |
IWB | Sell | ISHARES TRrus 1000 etf | $19,007,882 | +5.5% | 90,290 | -1.1% | 0.34% | -6.2% |
VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $18,274,539 | +16.1% | 120,346 | +3.4% | 0.33% | +3.4% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $18,135,396 | +7.2% | 219,876 | +4.2% | 0.33% | -4.3% |
BAC | Sell | BANK AMERICA CORP | $17,069,572 | +9.0% | 515,386 | -0.6% | 0.31% | -3.1% |
MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $16,329,173 | +7.3% | 36,878 | -2.6% | 0.30% | -4.5% |
JNJ | Buy | JOHNSON & JOHNSON | $15,681,714 | +12.1% | 88,773 | +3.7% | 0.28% | 0.0% |
DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $15,429,946 | +177.7% | 702,959 | +154.1% | 0.28% | +147.8% |
ABBV | Sell | ABBVIE INC | $15,188,200 | +20.4% | 93,981 | -0.0% | 0.28% | +7.0% |
AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $15,145,153 | +45.0% | 222,690 | +33.0% | 0.28% | +29.1% |
Buy | DIMENSIONAL ETF TRUSTintl small cap v | $14,959,698 | +362.9% | 673,557 | +286.7% | 0.27% | +312.1% | |
KO | Buy | COCA COLA CO | $14,123,285 | +14.5% | 222,029 | +0.9% | 0.26% | +2.0% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,165,441 | -2.2% | 363,403 | -8.4% | 0.26% | -13.2% |
IXUS | Sell | ISHARES TRcore msci total | $13,809,925 | +10.2% | 238,596 | -3.1% | 0.25% | -2.0% |
IVLU | Buy | ISHARES TRmsci intl vlu ft | $13,580,490 | +23.3% | 586,124 | +5.1% | 0.25% | +9.8% |
VOO | Buy | VANGUARD INDEX FDS | $13,356,880 | +13.7% | 38,017 | +6.3% | 0.24% | +1.2% |
LMT | Sell | LOCKHEED MARTIN CORP | $12,355,943 | +24.0% | 25,398 | -1.6% | 0.22% | +10.8% |
IWV | Buy | ISHARES TRrussell 3000 etf | $12,203,015 | +112.1% | 55,297 | +99.0% | 0.22% | +89.7% |
PEP | Buy | PEPSICO INC | $11,966,551 | +11.0% | 66,238 | +0.3% | 0.22% | -1.4% |
IWD | Buy | ISHARES TRrus 1000 val etf | $11,853,964 | +15.1% | 78,167 | +3.2% | 0.22% | +2.4% |
TSLA | Sell | TESLA INC | $11,273,958 | -53.6% | 91,524 | -0.1% | 0.20% | -58.7% |
UNH | Sell | UNITEDHEALTH GROUP INC | $11,248,591 | +4.3% | 21,217 | -0.7% | 0.20% | -7.3% |
MRK | Buy | MERCK & CO INC | $11,252,612 | +43.8% | 101,421 | +11.6% | 0.20% | +27.5% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $11,249,063 | +15.3% | 24 | 0.0% | 0.20% | +2.5% | |
VB | Buy | VANGUARD INDEX FDSsmall cp etf | $10,922,524 | +8.7% | 59,510 | +1.2% | 0.20% | -3.4% |
IWR | Sell | ISHARES TRrus mid cap etf | $10,661,078 | +7.6% | 158,059 | -0.8% | 0.19% | -4.0% |
MUB | Sell | ISHARES TRnational mun etf | $10,428,791 | -5.4% | 98,832 | -8.0% | 0.19% | -15.6% |
MCD | Sell | MCDONALDS CORP | $10,399,011 | +11.6% | 39,460 | -2.3% | 0.19% | -0.5% |
IWM | Buy | ISHARES TRrussell 2000 etf | $10,358,564 | +5.8% | 59,409 | +0.0% | 0.19% | -6.0% |
NKE | Sell | NIKE INCcl b | $10,077,388 | +40.6% | 86,124 | -0.1% | 0.18% | +25.3% |
QDF | Sell | FLEXSHARES TRqualt divd idx | $9,747,533 | +8.9% | 185,314 | -2.2% | 0.18% | -3.3% |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,762,964 | -0.2% | 36,664 | +0.2% | 0.18% | -11.5% |
SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $9,641,397 | +15.5% | 213,541 | +8.4% | 0.18% | +2.9% |
ABT | Sell | ABBOTT LABS | $9,451,348 | +12.3% | 86,086 | -1.0% | 0.17% | 0.0% |
PG | Buy | PROCTER AND GAMBLE CO | $9,364,764 | +23.5% | 61,789 | +2.9% | 0.17% | +9.7% |
ROP | Sell | ROPER TECHNOLOGIES INC | $9,012,107 | +16.1% | 20,857 | -3.4% | 0.16% | +3.1% |
INTC | Buy | INTEL CORP | $8,759,586 | +2.7% | 331,426 | +0.2% | 0.16% | -8.6% |
EFA | Buy | ISHARES TRmsci eafe etf | $8,748,332 | +20.3% | 133,277 | +2.7% | 0.16% | +7.4% |
HD | Buy | HOME DEPOT INC | $8,664,261 | +16.1% | 27,431 | +1.5% | 0.16% | +3.3% |
TIP | Buy | ISHARES TRtips bd etf | $8,576,695 | +7.6% | 80,578 | +6.1% | 0.16% | -4.3% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $8,492,430 | +12.6% | 209,638 | +5.0% | 0.15% | 0.0% |
NEE | Buy | NEXTERA ENERGY INC | $8,456,306 | +8.9% | 101,152 | +2.2% | 0.15% | -3.1% |
BIV | Buy | VANGUARD BD INDEX FDSintermed term | $8,362,277 | +2.4% | 112,517 | +1.2% | 0.15% | -9.0% |
SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $8,255,155 | +16.1% | 256,292 | +1.4% | 0.15% | +3.4% |
JPM | Sell | JPMORGAN CHASE & CO | $8,208,899 | +26.3% | 61,215 | -1.6% | 0.15% | +12.0% |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,963,334 | -5.4% | 158,822 | -16.3% | 0.14% | -15.7% |
XSOE | Sell | WISDOMTREE TRem ex st-owned | $7,827,005 | -4.6% | 293,366 | -12.0% | 0.14% | -15.5% |
IJS | Buy | ISHARES TRsp smcp600vl etf | $7,781,857 | +17.8% | 85,225 | +6.4% | 0.14% | +4.4% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $7,485,022 | +31.0% | 36,725 | +20.8% | 0.14% | +16.2% |
USB | Buy | US BANCORP DEL | $7,288,961 | +10.7% | 167,140 | +2.4% | 0.13% | -1.5% |
VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $7,215,682 | +11.0% | 124,796 | +10.9% | 0.13% | -1.5% |
IVE | Sell | ISHARES TRs&p 500 val etf | $7,101,551 | +9.9% | 48,953 | -2.7% | 0.13% | -2.3% |
VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $6,904,012 | +6.0% | 139,503 | +3.1% | 0.12% | -6.0% |
IWN | Sell | ISHARES TRrus 2000 val etf | $6,846,614 | +6.2% | 49,373 | -1.3% | 0.12% | -6.1% |
AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $6,753,250 | +63.7% | 133,860 | +49.0% | 0.12% | +46.4% |
PFE | Sell | PFIZER INC | $6,686,133 | +15.2% | 130,487 | -1.6% | 0.12% | +2.5% |
CVX | Buy | CHEVRON CORP NEW | $6,669,847 | +25.6% | 37,160 | +0.5% | 0.12% | +12.0% |
VV | Sell | VANGUARD INDEX FDSlarge cap etf | $6,555,743 | +3.8% | 37,633 | -2.5% | 0.12% | -7.8% |
Buy | DIMENSIONAL ETF TRUSTintl core equity | $6,459,910 | +39.4% | 289,034 | +19.5% | 0.12% | +23.2% | |
SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $6,405,821 | -17.2% | 132,791 | -17.1% | 0.12% | -26.6% |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $6,284,056 | +8.7% | 95,779 | +0.3% | 0.11% | -3.4% |
IJR | Sell | ISHARES TRcore s&p scp etf | $6,074,888 | +2.7% | 64,189 | -5.3% | 0.11% | -9.1% |
BA | Sell | BOEING CO | $6,033,673 | +43.3% | 31,674 | -8.9% | 0.11% | +27.9% |
DE | Buy | DEERE & CO | $6,072,625 | +29.1% | 14,163 | +0.6% | 0.11% | +14.6% |
CSCO | Sell | CISCO SYS INC | $5,823,676 | +18.0% | 122,243 | -0.9% | 0.11% | +5.0% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $5,667,330 | +30.7% | 149,534 | +20.3% | 0.10% | +15.7% |
WMT | Buy | WALMART INC | $5,402,518 | +14.8% | 38,102 | +5.0% | 0.10% | +2.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $5,266,646 | +5.1% | 21,773 | -4.7% | 0.10% | -5.9% |
VLUE | Sell | ISHARES TRmsci usa value | $5,230,973 | -7.5% | 57,395 | -16.9% | 0.10% | -17.4% |
COST | Buy | COSTCO WHSL CORP NEW | $5,229,024 | -1.4% | 11,455 | +2.0% | 0.10% | -12.0% |
VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $5,175,087 | +26.9% | 60,043 | +16.1% | 0.09% | +13.3% |
SHM | Buy | SPDR SER TRnuveen blmbrg sh | $5,152,531 | +3.5% | 109,675 | +1.6% | 0.09% | -7.8% |
FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $4,962,110 | +0.0% | 158,737 | -13.0% | 0.09% | -10.9% |
BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 etf | $4,872,197 | +27.1% | 162,732 | +17.8% | 0.09% | +14.1% |
TFC | Buy | TRUIST FINL CORP | $4,882,576 | +4.8% | 113,469 | +6.1% | 0.09% | -6.3% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,848,896 | -7.2% | 22,753 | -6.8% | 0.09% | -17.8% |
V | Sell | VISA INC | $4,740,311 | +1.1% | 22,816 | -13.6% | 0.09% | -10.4% |
SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $4,749,423 | +102.2% | 159,967 | +75.7% | 0.09% | +79.2% |
CAT | Buy | CATERPILLAR INC | $4,599,902 | +55.5% | 19,201 | +6.5% | 0.08% | +40.0% |
LLY | Sell | LILLY ELI & CO | $4,608,709 | +3.9% | 12,598 | -8.2% | 0.08% | -7.7% |
FOCS | Sell | FOCUS FINL PARTNERS INC | $4,438,559 | +14.2% | 119,092 | -3.4% | 0.08% | +2.5% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $4,265,789 | +8.7% | 24,539 | +1.0% | 0.08% | -2.5% |
QCOM | Sell | QUALCOMM INC | $4,217,344 | -3.8% | 38,360 | -1.1% | 0.08% | -13.5% |
ACWI | Buy | ISHARES TRmsci acwi etf | $4,174,487 | +11.8% | 49,181 | +2.5% | 0.08% | 0.0% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $4,204,504 | +9.2% | 106,713 | +5.2% | 0.08% | -3.8% |
EMR | Sell | EMERSON ELEC CO | $4,073,088 | +30.2% | 42,402 | -0.7% | 0.07% | +15.6% |
EFG | Sell | ISHARES TReafe grwth etf | $4,036,930 | +13.6% | 48,196 | -1.6% | 0.07% | 0.0% |
DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $3,982,415 | +95.8% | 159,042 | +68.6% | 0.07% | +71.4% |
GLD | Buy | SPDR GOLD TR | $3,914,448 | +14.0% | 23,075 | +3.9% | 0.07% | +1.4% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $3,933,237 | +7.3% | 166,170 | +1.5% | 0.07% | -5.3% |
SHV | Buy | ISHARES TRshort treas bd | $3,828,294 | +117.1% | 34,828 | +117.3% | 0.07% | +94.4% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $3,863,862 | +9.4% | 86,228 | +2.6% | 0.07% | -2.8% |
TOWN | Sell | TOWNEBANK PORTSMOUTH VA | $3,765,940 | +14.3% | 122,112 | -0.6% | 0.07% | +1.5% |
VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,669,531 | +12.7% | 33,911 | -1.2% | 0.07% | +1.5% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO | $3,611,260 | +3.3% | 50,191 | +2.0% | 0.07% | -7.0% |
HON | Sell | HONEYWELL INTL INC | $3,623,565 | +27.6% | 16,909 | -0.6% | 0.07% | +13.8% |
DIS | Buy | DISNEY WALT CO | $3,571,067 | +1.7% | 41,103 | +10.4% | 0.06% | -9.7% |
RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $3,574,239 | +252.1% | 87,390 | +233.1% | 0.06% | +209.5% |
AMGN | Buy | AMGEN INC | $3,593,597 | +18.3% | 13,683 | +1.6% | 0.06% | +4.8% |
T | Sell | AT&T INC | $3,496,768 | +13.1% | 189,939 | -5.8% | 0.06% | +1.6% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,349,069 | +4.3% | 14,021 | -1.2% | 0.06% | -7.6% |
SLYV | Buy | SPDR SER TRs&p 600 smcp val | $3,305,445 | +11.0% | 44,536 | +0.4% | 0.06% | -1.6% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,182,579 | +20.8% | 22,589 | +1.9% | 0.06% | +7.4% |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,212,486 | +14.2% | 57,820 | +14.7% | 0.06% | +1.8% |
SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $3,112,640 | -33.7% | 63,226 | -33.8% | 0.06% | -40.6% |
TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,036,938 | -3.1% | 5,515 | -10.7% | 0.06% | -14.1% |
CL | Buy | COLGATE PALMOLIVE CO | $3,030,258 | +18.2% | 38,460 | +5.4% | 0.06% | +5.8% |
AVGO | Sell | BROADCOM INC | $2,961,283 | +20.3% | 5,296 | -4.5% | 0.05% | +8.0% |
EMXC | Buy | ISHARES INCmsci emrg chn | $2,990,793 | +45.8% | 63,004 | +36.0% | 0.05% | +28.6% |
NVDA | Buy | NVIDIA CORPORATION | $2,997,113 | +30.3% | 20,509 | +8.2% | 0.05% | +14.9% |
GD | Sell | GENERAL DYNAMICS CORP | $2,959,358 | +16.8% | 11,928 | -0.1% | 0.05% | +3.8% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $2,935,965 | +21.0% | 8,443 | -1.1% | 0.05% | +6.0% |
SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $2,922,160 | +14.4% | 44,262 | +1.4% | 0.05% | +1.9% |
IUSV | Sell | ISHARES TRcore s&p us vlu | $2,838,497 | +0.4% | 40,188 | -11.0% | 0.05% | -10.3% |
NFLX | Sell | NETFLIX INC | $2,796,790 | +24.3% | 9,485 | -0.8% | 0.05% | +10.9% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $2,802,573 | +14.7% | 27,770 | -6.9% | 0.05% | +2.0% |
SBUX | Sell | STARBUCKS CORP | $2,729,059 | +14.4% | 27,511 | -2.9% | 0.05% | +2.0% |
AMT | Sell | AMERICAN TOWER CORP NEW | $2,678,491 | -4.9% | 12,643 | -3.6% | 0.05% | -15.5% |
RWL | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $2,684,138 | -0.9% | 36,302 | -10.1% | 0.05% | -10.9% |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $2,712,779 | +2.4% | 46,372 | +1.3% | 0.05% | -9.3% |
ITW | Sell | ILLINOIS TOOL WKS INC | $2,642,662 | +19.6% | 11,996 | -2.0% | 0.05% | +6.7% |
VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $2,638,965 | +48.9% | 25,668 | +34.4% | 0.05% | +33.3% |
ISRG | Sell | INTUITIVE SURGICAL INC | $2,525,601 | +35.9% | 9,518 | -4.0% | 0.05% | +21.1% |
Buy | DIMENSIONAL ETF TRUSTshort duration f | $2,472,268 | +858.2% | 53,640 | +857.9% | 0.04% | +800.0% | |
GVI | Sell | ISHARES TRintrm gov cr etf | $2,462,828 | -11.9% | 24,037 | -12.6% | 0.04% | -21.1% |
DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $2,453,447 | -7.0% | 7,405 | -19.3% | 0.04% | -16.7% |
IEFA | Sell | ISHARES TRcore msci eafe | $2,492,958 | +13.0% | 40,444 | -3.5% | 0.04% | 0.0% |
AXP | Sell | AMERICAN EXPRESS CO | $2,401,357 | +6.6% | 16,253 | -2.6% | 0.04% | -4.3% |
MAR | Buy | MARRIOTT INTL INC NEWcl a | $2,440,200 | +6.7% | 16,389 | +0.4% | 0.04% | -6.4% |
SYY | Sell | SYSCO CORP | $2,350,561 | +5.8% | 30,746 | -2.2% | 0.04% | -4.4% |
ORCL | Buy | ORACLE CORP | $2,284,110 | +50.9% | 27,944 | +12.7% | 0.04% | +35.5% |
ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $2,293,115 | +12.2% | 6,814 | -8.3% | 0.04% | 0.0% |
UNP | Buy | UNION PAC CORP | $2,255,322 | +29.2% | 10,892 | +21.6% | 0.04% | +13.9% |
ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $2,225,877 | -8.6% | 33,797 | -12.7% | 0.04% | -20.0% |
IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,167,289 | +6.0% | 21,501 | -5.4% | 0.04% | -7.1% |
STPZ | Buy | PIMCO ETF TR1-5 us tip idx | $2,047,662 | +127.0% | 41,060 | +125.0% | 0.04% | +105.6% |
BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $2,049,354 | -44.5% | 43,208 | -44.1% | 0.04% | -50.7% |
Buy | DIMENSIONAL ETF TRUSTus high profitab | $2,059,050 | +87.5% | 85,758 | +66.6% | 0.04% | +68.2% | |
XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,001,392 | +22.6% | 22,881 | +1.0% | 0.04% | +9.1% |
Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $1,956,468 | +218.1% | 87,109 | +189.6% | 0.04% | +176.9% | |
PGR | Sell | PROGRESSIVE CORP | $1,955,730 | +7.3% | 15,078 | -3.9% | 0.04% | -2.7% |
AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $1,954,201 | +302.9% | 36,740 | +245.2% | 0.04% | +260.0% |
MMM | Sell | 3M CO | $1,971,818 | -2.8% | 16,443 | -10.4% | 0.04% | -12.2% |
PRAA | Sell | PRA GROUP INC | $1,947,248 | +2.7% | 57,645 | -0.1% | 0.04% | -10.3% |
SPTM | Buy | SPDR SER TRportfoli s&p1500 | $1,918,602 | +23.3% | 40,571 | +15.0% | 0.04% | +9.4% |
TXN | Sell | TEXAS INSTRS INC | $1,928,434 | +6.5% | 11,672 | -0.2% | 0.04% | -5.4% |
SDY | Sell | SPDR SER TRs&p divid etf | $1,902,016 | +3.1% | 15,203 | -8.1% | 0.04% | -7.9% |
OEF | Sell | ISHARES TRs&p 100 etf | $1,940,234 | +3.4% | 11,375 | -1.5% | 0.04% | -7.9% |
CMCSA | Buy | COMCAST CORP NEWcl a | $1,872,849 | +23.9% | 53,556 | +3.9% | 0.03% | +9.7% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $1,869,001 | -10.2% | 19,276 | -11.0% | 0.03% | -20.9% |
SCHW | Sell | SCHWAB CHARLES CORP | $1,858,453 | +11.6% | 22,321 | -3.7% | 0.03% | 0.0% |
COP | Sell | CONOCOPHILLIPS | $1,894,914 | +14.8% | 16,059 | -0.4% | 0.03% | 0.0% |
HSY | Buy | HERSHEY CO | $1,876,630 | +6.0% | 8,104 | +1.0% | 0.03% | -5.6% |
SO | Sell | SOUTHERN CO | $1,821,816 | +3.7% | 25,512 | -1.2% | 0.03% | -8.3% |
LIN | Buy | LINDE PLC | $1,813,315 | +28.1% | 5,559 | +5.8% | 0.03% | +13.8% |
WFC | Sell | WELLS FARGO CO NEW | $1,798,832 | +2.5% | 43,566 | -0.2% | 0.03% | -8.3% |
CI | Sell | CIGNA CORP NEW | $1,799,436 | +19.0% | 5,431 | -0.3% | 0.03% | +6.5% |
KMB | Sell | KIMBERLY-CLARK CORP | $1,773,023 | +10.5% | 13,061 | -8.4% | 0.03% | -3.0% |
ACN | Buy | ACCENTURE PLC IRELAND | $1,682,960 | +12.8% | 6,307 | +8.8% | 0.03% | +3.3% |
DUK | Buy | DUKE ENERGY CORP NEW | $1,702,816 | +26.4% | 16,534 | +14.2% | 0.03% | +14.8% |
DG | Sell | DOLLAR GEN CORP NEW | $1,682,003 | -0.4% | 6,830 | -3.0% | 0.03% | -8.8% |
CBRE | Sell | CBRE GROUP INCcl a | $1,706,588 | +8.3% | 22,175 | -5.0% | 0.03% | -3.1% |
PM | Sell | PHILIP MORRIS INTL INC | $1,702,661 | -1.2% | 16,823 | -19.0% | 0.03% | -11.4% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,673,869 | -6.0% | 10,420 | -4.4% | 0.03% | -16.7% |
LOW | Sell | LOWES COS INC | $1,637,583 | +1.6% | 8,219 | -4.3% | 0.03% | -9.1% |
EW | Sell | EDWARDS LIFESCIENCES CORP | $1,641,420 | -16.9% | 22,000 | -7.9% | 0.03% | -25.0% |
FISV | Sell | FISERV INC | $1,608,279 | +4.2% | 15,913 | -3.6% | 0.03% | -9.4% |
SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $1,610,710 | +20.7% | 31,101 | +20.8% | 0.03% | +7.4% |
BANR | BANNER CORP | $1,602,246 | +7.0% | 25,352 | 0.0% | 0.03% | -6.5% | |
LRCX | Sell | LAM RESEARCH CORP | $1,569,400 | +3.0% | 3,734 | -10.3% | 0.03% | -6.5% |
AEE | Buy | AMEREN CORP | $1,621,911 | +24.0% | 18,240 | +12.3% | 0.03% | +7.4% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,591,843 | -31.4% | 21,073 | -39.7% | 0.03% | -38.3% |
REGL | New | PROSHARES TRs&p mdcp 400 div | $1,577,606 | – | 22,049 | +100.0% | 0.03% | – |
SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,578,399 | -3.1% | 47,888 | -8.7% | 0.03% | -12.1% |
DHR | Buy | DANAHER CORPORATION | $1,614,871 | +2.9% | 6,084 | +0.1% | 0.03% | -9.4% |
CSX | Sell | CSX CORP | $1,546,721 | +7.3% | 49,926 | -7.7% | 0.03% | -3.4% |
SHW | Sell | SHERWIN WILLIAMS CO | $1,531,016 | +13.0% | 6,451 | -2.5% | 0.03% | 0.0% |
GOVT | Sell | ISHARES TRus treas bd etf | $1,505,551 | -2.2% | 66,265 | -2.0% | 0.03% | -12.9% |
FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,468,052 | +8.5% | 31,422 | -1.3% | 0.03% | -3.6% |
GPC | Buy | GENUINE PARTS CO | $1,506,336 | +24.7% | 8,682 | +7.3% | 0.03% | +8.0% |
WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,493,147 | +29.3% | 39,966 | +8.6% | 0.03% | +12.5% |
BX | Buy | BLACKSTONE INC | $1,417,905 | -10.9% | 19,112 | +0.5% | 0.03% | -21.2% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,419,598 | +14.0% | 11,408 | +8.8% | 0.03% | +4.0% |
EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,442,134 | -0.5% | 59,790 | -1.9% | 0.03% | -13.3% |
IAU | Sell | ISHARES GOLD TRishares new | $1,457,450 | +4.5% | 42,135 | -4.8% | 0.03% | -7.1% |
MKC | Buy | MCCORMICK & CO INC | $1,405,649 | +21.6% | 16,958 | +4.5% | 0.03% | +8.3% |
INTU | Sell | INTUIT | $1,450,234 | -5.5% | 3,726 | -5.9% | 0.03% | -16.1% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,405,901 | +3.3% | 10,396 | -7.0% | 0.03% | -7.1% |
MO | Sell | ALTRIA GROUP INC | $1,393,164 | -3.9% | 30,478 | -15.1% | 0.02% | -16.7% |
FRPT | FRESHPET INC | $1,365,213 | +5.3% | 25,871 | 0.0% | 0.02% | -3.8% | |
IWP | Sell | ISHARES TRrus md cp gr etf | $1,386,042 | +5.0% | 16,579 | -1.5% | 0.02% | -7.4% |
SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $1,360,980 | +16.4% | 43,247 | +2.6% | 0.02% | +4.2% |
VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,346,674 | +3.4% | 4,216 | -0.5% | 0.02% | -11.1% |
BKNG | Sell | BOOKING HOLDINGS INC | $1,313,963 | +20.2% | 652 | -2.0% | 0.02% | +9.1% |
Sell | DIMENSIONAL ETF TRUSTintl high profit | $1,303,593 | +14.6% | 59,120 | -0.9% | 0.02% | +4.3% | |
RWJ | Sell | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $1,299,401 | +8.4% | 11,973 | -4.0% | 0.02% | 0.0% |
MORN | MORNINGSTAR INC | $1,348,014 | +2.0% | 6,224 | 0.0% | 0.02% | -11.1% | |
SPTS | Sell | SPDR SER TRportfolio sh tsr | $1,344,214 | -0.7% | 46,529 | -0.7% | 0.02% | -14.3% |
SPGI | Sell | S&P GLOBAL INC | $1,266,623 | -0.6% | 3,782 | -9.4% | 0.02% | -11.5% |
YUM | Buy | YUM BRANDS INC | $1,261,493 | +22.5% | 9,849 | +1.7% | 0.02% | +9.5% |
TGT | Buy | TARGET CORP | $1,283,578 | +1.2% | 8,612 | +0.8% | 0.02% | -11.5% |
VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $1,286,819 | +17.1% | 7,159 | +11.1% | 0.02% | +4.5% |
PPG | Buy | PPG INDS INC | $1,189,249 | +25.2% | 9,458 | +10.2% | 0.02% | +15.8% |
GIS | Sell | GENERAL MLS INC | $1,188,928 | -1.7% | 14,179 | -10.2% | 0.02% | -12.0% |
IWO | Buy | ISHARES TRrus 2000 grw etf | $1,196,953 | +6.7% | 5,580 | +2.7% | 0.02% | -4.3% |
D | Buy | DOMINION ENERGY INC | $1,199,816 | +2.8% | 19,566 | +15.9% | 0.02% | -8.3% |
BDX | Sell | BECTON DICKINSON & CO | $1,230,195 | +9.3% | 4,838 | -4.3% | 0.02% | -4.3% |
A | Sell | AGILENT TECHNOLOGIES INC | $1,221,294 | +9.0% | 8,161 | -11.4% | 0.02% | -4.3% |
AFL | Sell | AFLAC INC | $1,086,053 | +25.1% | 15,097 | -2.2% | 0.02% | +11.1% |
ALL | Buy | ALLSTATE CORP | $1,112,454 | +12.6% | 8,204 | +3.4% | 0.02% | 0.0% |
ANET | Sell | ARISTA NETWORKS INC | $1,104,164 | -0.5% | 9,099 | -7.5% | 0.02% | -13.0% |
CVS | Sell | CVS HEALTH CORP | $1,090,990 | -6.2% | 11,707 | -4.0% | 0.02% | -16.7% |
ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $1,084,787 | +7.9% | 10,574 | -4.9% | 0.02% | -4.8% |
SLV | Sell | ISHARES SILVER TRishares | $1,074,928 | -11.1% | 48,816 | -29.3% | 0.02% | -20.0% |
MPC | Buy | MARATHON PETE CORP | $1,122,099 | +30.0% | 9,641 | +11.0% | 0.02% | +11.1% |
PSA | Buy | PUBLIC STORAGE | $1,094,689 | -4.1% | 3,907 | +0.2% | 0.02% | -13.0% |
WM | Sell | WASTE MGMT INC DEL | $1,088,143 | -6.8% | 6,936 | -4.8% | 0.02% | -16.7% |
NVS | Sell | NOVARTIS AGsponsored adr | $1,064,224 | +18.0% | 11,731 | -1.2% | 0.02% | +5.6% |
PSX | Sell | PHILLIPS 66 | $1,056,347 | +25.8% | 10,149 | -2.5% | 0.02% | +11.8% |
NOW | Sell | SERVICENOW INC | $1,029,692 | -3.4% | 2,652 | -6.1% | 0.02% | -13.6% |
ADI | Buy | ANALOG DEVICES INC | $1,058,225 | +22.5% | 6,451 | +4.1% | 0.02% | +5.6% |
MDT | Sell | MEDTRONIC PLC | $1,035,811 | -6.3% | 13,327 | -2.6% | 0.02% | -17.4% |
KLAC | Sell | KLA CORP | $1,055,684 | +17.8% | 2,800 | -5.4% | 0.02% | +5.6% |
VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,065,145 | +11.0% | 5,311 | +8.0% | 0.02% | -5.0% |
ESNT | Sell | ESSENT GROUP LTD | $1,053,959 | +5.8% | 27,108 | -5.1% | 0.02% | -5.0% |
XEL | Buy | XCEL ENERGY INC | $1,035,828 | +15.1% | 14,774 | +5.0% | 0.02% | +5.6% |
VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $977,688 | +12.4% | 23,650 | +3.7% | 0.02% | 0.0% |
HSIC | Sell | HENRY SCHEIN INC | $977,130 | +21.4% | 12,234 | -0.0% | 0.02% | +12.5% |
ANTM | Buy | ELEVANCE HEALTH INC | $969,816 | +36.0% | 1,891 | +20.4% | 0.02% | +20.0% |
CMI | Buy | CUMMINS INC | $1,008,008 | +19.1% | 4,160 | +0.0% | 0.02% | +5.9% |
VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $1,008,072 | -11.0% | 20,493 | -21.4% | 0.02% | -21.7% |
FDX | Sell | FEDEX CORP | $1,008,321 | +14.7% | 5,822 | -1.7% | 0.02% | 0.0% |
PFF | Sell | ISHARES TRpfd and incm sec | $965,847 | -36.8% | 31,636 | -34.5% | 0.02% | -41.9% |
EXC | Buy | EXELON CORP | $1,006,504 | +35.8% | 23,283 | +17.7% | 0.02% | +20.0% |
VDE | Buy | VANGUARD WORLD FDSenergy etf | $1,002,258 | +19.7% | 8,264 | +0.2% | 0.02% | +5.9% |
IDXX | Sell | IDEXX LABS INC | $924,437 | +18.5% | 2,266 | -5.3% | 0.02% | +6.2% |
MCK | Sell | MCKESSON CORP | $954,596 | -0.3% | 2,545 | -9.6% | 0.02% | -15.0% |
CAH | Buy | CARDINAL HEALTH INC | $939,287 | +18.3% | 12,219 | +2.6% | 0.02% | +6.2% |
TDG | Buy | TRANSDIGM GROUP INC | $930,623 | +173.7% | 1,478 | +128.4% | 0.02% | +142.9% |
BLK | Buy | BLACKROCK INC | $919,802 | +33.9% | 1,298 | +4.0% | 0.02% | +21.4% |
SPSM | Sell | SPDR SER TRportfolio s&p600 | $952,310 | +3.6% | 25,759 | -4.5% | 0.02% | -10.5% |
BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $951,018 | -9.9% | 13,238 | -10.5% | 0.02% | -22.7% |
New | DIMENSIONAL ETF TRUSTus real estate e | $916,589 | – | 43,338 | +100.0% | 0.02% | – | |
FAST | Sell | FASTENAL CO | $959,756 | -3.8% | 20,282 | -6.5% | 0.02% | -15.0% |
CMF | Sell | ISHARES TRcalif mun bd etf | $899,051 | -41.5% | 16,023 | -43.5% | 0.02% | -48.4% |
PROCEPT BIOROBOTICS CORP | $889,164 | +0.2% | 21,405 | 0.0% | 0.02% | -11.1% | ||
RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $861,399 | +39.2% | 32,178 | +25.4% | 0.02% | +23.1% |
AGG | Sell | ISHARES TRcore us aggbd et | $906,993 | -22.9% | 9,351 | -23.4% | 0.02% | -33.3% |
REET | Buy | ISHARES TRglobal reit etf | $861,895 | +61.4% | 37,952 | +51.2% | 0.02% | +45.5% |
KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $866,641 | +14.6% | 5,066 | +5.4% | 0.02% | +6.7% |
COG | Sell | COTERRA ENERGY INC | $856,608 | -14.9% | 34,864 | -9.5% | 0.02% | -23.8% |
F | Buy | FORD MTR CO DEL | $899,841 | +6.0% | 77,372 | +2.0% | 0.02% | -5.9% |
CPRT | Buy | COPART INC | $847,223 | +8.5% | 13,914 | +89.6% | 0.02% | -6.2% |
PINS | Buy | PINTEREST INCcl a | $836,300 | +41.5% | 34,444 | +35.9% | 0.02% | +25.0% |
CNC | Sell | CENTENE CORP DEL | $842,903 | +5.0% | 10,278 | -0.4% | 0.02% | -6.2% |
ORLY | Buy | OREILLY AUTOMOTIVE INC | $847,406 | +23.5% | 1,004 | +3.0% | 0.02% | +7.1% |
CTAS | Sell | CINTAS CORP | $820,594 | +15.7% | 1,817 | -0.5% | 0.02% | +7.1% |
ROK | Sell | ROCKWELL AUTOMATION INC | $822,225 | +15.2% | 3,192 | -3.9% | 0.02% | 0.0% |
FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $837,058 | +10.1% | 28,795 | -4.7% | 0.02% | -6.2% |
AEP | Sell | AMERICAN ELEC PWR CO INC | $813,033 | +6.0% | 8,563 | -3.5% | 0.02% | -6.2% |
ED | Sell | CONSOLIDATED EDISON INC | $841,572 | +7.2% | 8,830 | -3.5% | 0.02% | -6.2% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $793,041 | +19.3% | 5,203 | +1.9% | 0.01% | 0.0% |
AMP | Sell | AMERIPRISE FINL INC | $788,138 | +18.0% | 2,531 | -4.6% | 0.01% | 0.0% |
PEAK | Buy | HEALTHPEAK PROPERTIES INC | $771,529 | +11.2% | 30,775 | +1.7% | 0.01% | 0.0% |
AMAT | Buy | APPLIED MATLS INC | $774,151 | +23.3% | 7,950 | +3.7% | 0.01% | +7.7% |
ADM | Sell | ARCHER DANIELS MIDLAND CO | $759,723 | -10.5% | 8,182 | -22.5% | 0.01% | -17.6% |
VUSB | Buy | VANGUARD BD INDEX FDSvanguard ultra | $778,414 | +212.6% | 15,886 | +212.8% | 0.01% | +180.0% |
EA | Sell | ELECTRONIC ARTS INC | $754,584 | +5.1% | 6,176 | -0.5% | 0.01% | -6.7% |
Sell | GENERAL ELECTRIC CO | $768,231 | +32.7% | 9,169 | -2.0% | 0.01% | +16.7% | |
SIVB | Buy | SVB FINANCIAL GROUP | $745,654 | -29.7% | 3,240 | +2.6% | 0.01% | -36.4% |
TRV | Sell | TRAVELERS COMPANIES INC | $794,649 | +0.3% | 4,238 | -18.0% | 0.01% | -12.5% |
MARA | Sell | MARATHON DIGITAL HOLDINGS IN | $745,852 | -68.1% | 218,086 | -0.0% | 0.01% | -70.8% |
APD | Buy | AIR PRODS & CHEMS INC | $785,446 | +34.5% | 2,548 | +1.6% | 0.01% | +16.7% |
DSI | Sell | ISHARES TRmsci kld400 soc | $760,359 | -49.2% | 10,591 | -52.6% | 0.01% | -54.8% |
INTF | ISHARES TRintl eqty factor | $695,809 | +17.5% | 28,284 | 0.0% | 0.01% | +8.3% | |
TFSL | Buy | TFS FINL CORP | $721,826 | +10.9% | 50,092 | +0.0% | 0.01% | 0.0% |
ETN | Sell | EATON CORP PLC | $730,131 | +3.0% | 4,652 | -12.5% | 0.01% | -7.1% |
GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $697,614 | +23.7% | 23,720 | +9.6% | 0.01% | +8.3% |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $692,062 | +5.2% | 13,783 | -0.5% | 0.01% | 0.0% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $729,124 | +19.1% | 10,940 | -2.0% | 0.01% | +8.3% |
DPZ | Sell | DOMINOS PIZZA INC | $699,027 | +0.0% | 2,018 | -10.4% | 0.01% | -7.1% |
IYY | ISHARES TRdow jones us etf | $702,931 | +6.5% | 7,522 | 0.0% | 0.01% | 0.0% | |
ESGE | Buy | ISHARES INCesg awr msci em | $732,183 | +49.4% | 24,349 | +37.5% | 0.01% | +30.0% |
Buy | CONSTELLATION ENERGY CORP | $675,503 | +27.7% | 7,836 | +23.2% | 0.01% | +9.1% | |
MMC | Buy | MARSH & MCLENNAN COS INC | $633,947 | +20.3% | 3,831 | +8.6% | 0.01% | +9.1% |
CRM | Sell | SALESFORCE INC | $659,956 | -12.7% | 4,977 | -5.3% | 0.01% | -20.0% |
Sell | AMPLITUDE INC | $676,142 | -28.1% | 55,972 | -7.9% | 0.01% | -36.8% | |
FCF | FIRST COMWLTH FINL CORP PA | $645,651 | +8.9% | 46,217 | 0.0% | 0.01% | 0.0% | |
DLTR | Sell | DOLLAR TREE INC | $650,624 | +3.8% | 4,600 | -0.2% | 0.01% | -7.7% |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $683,837 | +6.7% | 35,450 | +3.4% | 0.01% | -7.7% |
TJX | Buy | TJX COS INC NEW | $636,880 | +43.4% | 8,001 | +12.0% | 0.01% | +33.3% |
MET | Buy | METLIFE INC | $634,352 | +24.4% | 8,765 | +4.4% | 0.01% | +20.0% |
TT | Buy | TRANE TECHNOLOGIES PLC | $654,038 | +24.8% | 3,891 | +7.5% | 0.01% | +9.1% |
BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $652,283 | +4.0% | 7,131 | +4.1% | 0.01% | -7.7% |
ET | Sell | ENERGY TRANSFER L P | $646,601 | +3.3% | 54,474 | -4.1% | 0.01% | -7.7% |
XLF | Sell | SELECT SECTOR SPDR TRfinancial | $638,498 | +9.1% | 18,670 | -3.2% | 0.01% | 0.0% |
IYR | Sell | ISHARES TRu.s. real es etf | $621,337 | +1.9% | 7,380 | -1.6% | 0.01% | -8.3% |
USMV | Buy | ISHARES TRmsci usa min vol | $596,699 | +19.8% | 8,276 | +10.0% | 0.01% | +10.0% |
XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $626,715 | +15.0% | 4,613 | +2.4% | 0.01% | 0.0% |
PAYX | Sell | PAYCHEX INC | $596,655 | -3.5% | 5,163 | -6.3% | 0.01% | -15.4% |
REZ | Sell | ISHARES TRresidential mult | $583,120 | -21.0% | 8,533 | -17.0% | 0.01% | -26.7% |
FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $599,924 | +15.1% | 11,226 | +2.8% | 0.01% | 0.0% |
CORT | Buy | CORCEPT THERAPEUTICS INC | $631,743 | -8.7% | 31,105 | +15.2% | 0.01% | -21.4% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $603,153 | +6.6% | 8,831 | -1.6% | 0.01% | -8.3% |
VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $590,152 | +1.9% | 10,645 | -15.2% | 0.01% | -8.3% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $578,117 | +29.6% | 7,761 | +19.3% | 0.01% | +22.2% |
CB | Buy | CHUBB LIMITED | $618,342 | +39.6% | 2,803 | +15.1% | 0.01% | +22.2% |
New | AMERICAN CENTY ETF TRemerging mkt val | $604,127 | – | 14,742 | +100.0% | 0.01% | – | |
PANW | Sell | PALO ALTO NETWORKS INC | $618,302 | -16.1% | 4,431 | -1.5% | 0.01% | -26.7% |
VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $619,327 | +20.3% | 9,302 | +7.7% | 0.01% | 0.0% |
XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $617,560 | +11.5% | 8,284 | -0.3% | 0.01% | 0.0% |
DVN | Buy | DEVON ENERGY CORP NEW | $625,958 | +16.3% | 10,177 | +13.7% | 0.01% | 0.0% |
NOC | Sell | NORTHROP GRUMMAN CORP | $535,084 | +14.6% | 981 | -1.2% | 0.01% | 0.0% |
ENB | Sell | ENBRIDGE INC | $570,709 | +0.5% | 14,596 | -4.6% | 0.01% | -16.7% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $546,633 | +1.4% | 5,058 | -4.6% | 0.01% | -9.1% |
ZBH | Sell | ZIMMER BIOMET HOLDINGS INC | $527,723 | +18.6% | 4,139 | -2.8% | 0.01% | +11.1% |
YUMC | Buy | YUM CHINA HLDGS INC | $566,533 | +16.3% | 10,367 | +0.8% | 0.01% | 0.0% |
QUAL | Sell | ISHARES TRmsci usa qlt fct | $551,452 | +2.5% | 4,839 | -6.5% | 0.01% | -9.1% |
EEMV | Buy | ISHARES INCmsci emerg mrkt | $526,150 | +63.9% | 9,918 | +56.4% | 0.01% | +42.9% |
GS | Sell | GOLDMAN SACHS GROUP INC | $565,729 | +2.7% | 1,648 | -12.3% | 0.01% | -9.1% |
VPU | Buy | VANGUARD WORLD FDSutilities etf | $575,793 | +10.7% | 3,755 | +2.7% | 0.01% | -9.1% |
K | Sell | KELLOGG CO | $561,184 | +0.0% | 7,877 | -2.3% | 0.01% | -9.1% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $535,121 | -9.1% | 2,570 | -9.3% | 0.01% | -16.7% |
MGC | Sell | VANGUARD WORLD FDmega cap index | $554,293 | +2.6% | 4,187 | -3.3% | 0.01% | -9.1% |
CME | Sell | CME GROUP INC | $534,440 | -6.7% | 3,178 | -1.8% | 0.01% | -16.7% |
IWS | Sell | ISHARES TRrus mdcp val etf | $552,269 | +8.3% | 5,243 | -1.2% | 0.01% | 0.0% |
TRTN | TRITON INTL LTDcl a | $527,130 | +25.8% | 7,664 | 0.0% | 0.01% | +11.1% | |
MS | Buy | MORGAN STANLEY | $550,505 | +49.6% | 6,475 | +39.0% | 0.01% | +25.0% |
CRANE HLDGS CO | $564,629 | +14.8% | 5,621 | 0.0% | 0.01% | 0.0% | ||
OXY | Buy | OCCIDENTAL PETE CORP | $546,150 | +4.2% | 8,670 | +1.7% | 0.01% | -9.1% |
PNC | Sell | PNC FINL SVCS GROUP INC | $552,195 | -3.0% | 3,496 | -8.2% | 0.01% | -16.7% |
CNX | Sell | CNX RES CORP | $470,206 | +1.1% | 27,922 | -6.7% | 0.01% | 0.0% |
IXN | Sell | ISHARES TRglobal tech etf | $480,129 | -0.6% | 10,710 | -6.5% | 0.01% | -10.0% |
BLL | Buy | BALL CORP | $481,074 | +7.4% | 9,407 | +1.4% | 0.01% | 0.0% |
BP | Sell | BP PLCsponsored adr | $470,651 | +8.4% | 13,474 | -11.4% | 0.01% | 0.0% |
EXAS | New | EXACT SCIENCES CORP | $521,340 | – | 10,530 | +100.0% | 0.01% | – |
PFG | Sell | PRINCIPAL FINANCIAL GROUP IN | $474,080 | +11.5% | 5,649 | -4.1% | 0.01% | 0.0% |
PRU | Sell | PRUDENTIAL FINL INC | $517,617 | +14.8% | 5,204 | -1.1% | 0.01% | 0.0% |
GILD | Buy | GILEAD SCIENCES INC | $469,262 | +49.4% | 5,466 | +7.4% | 0.01% | +50.0% |
CRBN | ISHARES TRmsci lw crb tg | $505,472 | +9.2% | 3,659 | 0.0% | 0.01% | 0.0% | |
HWC | HANCOCK WHITNEY CORPORATION | $489,852 | +5.6% | 10,123 | 0.0% | 0.01% | 0.0% | |
NUE | Buy | NUCOR CORP | $480,705 | +33.2% | 3,647 | +8.1% | 0.01% | +28.6% |
DTE | Buy | DTE ENERGY CO | $507,238 | +2.3% | 4,316 | +0.1% | 0.01% | -10.0% |
MTUM | Buy | ISHARES TRmsci usa mmentm | $508,858 | +25.3% | 3,487 | +12.6% | 0.01% | +12.5% |
EFAV | Buy | ISHARES TRmsci eafe min vl | $475,876 | +31.5% | 7,484 | +18.0% | 0.01% | +28.6% |
O | Sell | REALTY INCOME CORP | $517,039 | +4.5% | 8,151 | -4.1% | 0.01% | -10.0% |
LNT | Sell | ALLIANT ENERGY CORP | $489,237 | -7.2% | 8,861 | -10.8% | 0.01% | -18.2% |
DVY | Sell | ISHARES TRselect divid etf | $476,388 | -31.1% | 3,950 | -38.7% | 0.01% | -35.7% |
ICLN | Buy | ISHARES TRgl clean ene etf | $496,247 | +34.1% | 25,000 | +28.9% | 0.01% | +12.5% |
AGCO | Buy | AGCO CORP | $511,643 | +47.0% | 3,689 | +2.0% | 0.01% | +28.6% |
ICF | Sell | ISHARES TRcohen steer reit | $488,051 | -5.6% | 8,900 | -7.6% | 0.01% | -18.2% |
DOW | Sell | DOW INC | $520,615 | +12.9% | 10,332 | -1.5% | 0.01% | 0.0% |
C | Sell | CITIGROUP INC | $519,347 | +5.3% | 11,482 | -2.9% | 0.01% | -10.0% |
CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $488,396 | -3.3% | 352 | +4.8% | 0.01% | -10.0% |
CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $484,574 | +11.4% | 1,429 | -0.3% | 0.01% | 0.0% |
CTVA | Buy | CORTEVA INC | $434,541 | +5.0% | 7,393 | +2.0% | 0.01% | 0.0% |
PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $417,270 | -34.1% | 2,689 | -41.1% | 0.01% | -38.5% |
ING | Sell | ING GROEP N.V.sponsored adr | $458,712 | +33.7% | 37,692 | -6.6% | 0.01% | +14.3% |
SUSA | Sell | ISHARES TRmsci usa esg slc | $463,973 | +2.2% | 5,636 | -5.7% | 0.01% | -11.1% |
HPQ | Sell | HP INC | $455,823 | -2.6% | 16,964 | -9.6% | 0.01% | -20.0% |
GWW | Sell | GRAINGER W W INC | $432,206 | +8.9% | 777 | -4.2% | 0.01% | 0.0% |
KR | Sell | KROGER CO | $428,810 | -11.8% | 9,619 | -13.5% | 0.01% | -20.0% |
MTB | Sell | M & T BK CORP | $452,822 | -20.7% | 3,122 | -3.6% | 0.01% | -33.3% |
MFC | Buy | MANULIFE FINL CORP | $418,865 | +17.7% | 23,479 | +3.2% | 0.01% | +14.3% |
MRNA | Buy | MODERNA INC | $443,482 | +61.3% | 2,469 | +6.2% | 0.01% | +33.3% |
PYPL | Sell | PAYPAL HLDGS INC | $449,256 | -27.9% | 6,308 | -12.9% | 0.01% | -38.5% |
EGHT | New | 8X8 INC NEW | $438,687 | – | 101,548 | +100.0% | 0.01% | – |
DD | Sell | DUPONT DE NEMOURS INC | $455,017 | +31.1% | 6,630 | -3.8% | 0.01% | +14.3% |
RIO | Sell | RIO TINTO PLCsponsored adr | $433,264 | +24.1% | 6,085 | -4.1% | 0.01% | +14.3% |
CROX | CROCS INC | $453,021 | +57.8% | 4,178 | 0.0% | 0.01% | +33.3% | |
SLB | Sell | SCHLUMBERGER LTD | $413,943 | +41.3% | 7,743 | -5.0% | 0.01% | +33.3% |
CLX | Buy | CLOROX CO DEL | $434,824 | +31.8% | 3,099 | +20.6% | 0.01% | +14.3% |
New | STELLAR BANCORP INC | $421,884 | – | 14,321 | +100.0% | 0.01% | – | |
SYK | Sell | STRYKER CORPORATION | $426,913 | +13.8% | 1,746 | -5.6% | 0.01% | 0.0% |
TTE | Sell | TOTALENERGIES SEsponsored ads | $415,397 | +30.2% | 6,691 | -2.4% | 0.01% | +14.3% |
UAL | New | UNITED AIRLS HLDGS INC | $463,748 | – | 12,301 | +100.0% | 0.01% | – |
VLO | Sell | VALERO ENERGY CORP | $446,420 | -10.0% | 3,519 | -24.1% | 0.01% | -20.0% |
VOOV | Sell | VANGUARD ADMIRAL FDS INC500 val idx fd | $436,427 | +7.5% | 3,116 | -4.7% | 0.01% | 0.0% |
AZO | AUTOZONE INC | $453,777 | +15.2% | 184 | 0.0% | 0.01% | 0.0% | |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $427,286 | +33.9% | 6,302 | +8.3% | 0.01% | +14.3% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $458,826 | +32.2% | 7,642 | -0.4% | 0.01% | +14.3% |
WPC | Sell | WP CAREY INC | $463,034 | -5.7% | 5,925 | -15.7% | 0.01% | -20.0% |
ATVI | Buy | ACTIVISION BLIZZARD INC | $426,766 | +3.3% | 5,575 | +0.3% | 0.01% | 0.0% |
SIVR | New | ABRDN SILVER ETF TRUST | $425,130 | – | 18,500 | +100.0% | 0.01% | – |
TEL | Buy | TE CONNECTIVITY LTD | $437,204 | +4.8% | 3,808 | +0.7% | 0.01% | -11.1% |
RCL | Buy | ROYAL CARIBBEAN GROUP | $423,398 | +32.7% | 8,566 | +1.8% | 0.01% | +14.3% |
BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $404,481 | – | 13,052 | +100.0% | 0.01% | – |
VMW | Buy | VMWARE INC | $411,000 | +74.2% | 3,348 | +51.2% | 0.01% | +40.0% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $368,772 | -2.4% | 1,277 | -2.2% | 0.01% | -12.5% |
ES | Sell | EVERSOURCE ENERGY | $373,591 | +4.6% | 4,456 | -2.6% | 0.01% | 0.0% |
ZTS | Sell | ZOETIS INCcl a | $367,110 | -43.8% | 2,505 | -43.1% | 0.01% | -46.2% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $399,841 | +22.3% | 4,539 | +11.2% | 0.01% | 0.0% |
XYL | Sell | XYLEM INC | $396,172 | +12.9% | 3,583 | -10.7% | 0.01% | 0.0% |
CNI | Sell | CANADIAN NATL RY CO | $379,346 | +1.2% | 3,191 | -8.2% | 0.01% | -12.5% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $409,554 | +3.4% | 3,083 | -1.1% | 0.01% | -12.5% |
New | AMERICAN CENTY ETF TRus large cap vlu | $391,432 | – | 7,799 | +100.0% | 0.01% | – | |
IHI | Sell | ISHARES TRu.s. med dvc etf | $359,021 | +8.1% | 6,829 | -3.0% | 0.01% | 0.0% |
IBB | Buy | ISHARES TRishares biotech | $372,868 | +23.1% | 2,840 | +9.6% | 0.01% | +16.7% |
SRE | Buy | SEMPRA | $409,932 | +4.0% | 2,653 | +1.0% | 0.01% | -12.5% |
IWC | ISHARES TRmicro-cap etf | $380,856 | +4.3% | 3,532 | 0.0% | 0.01% | 0.0% | |
HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $385,785 | +27.7% | 24,172 | -4.0% | 0.01% | +16.7% |
HES | Sell | HESS CORP | $396,529 | +25.5% | 2,796 | -3.6% | 0.01% | +16.7% |
DES | WISDOMTREE TRus smallcap divd | $397,563 | +10.4% | 13,979 | 0.0% | 0.01% | 0.0% | |
VHT | Sell | VANGUARD WORLD FDShealth car etf | $358,780 | -14.6% | 1,446 | -23.0% | 0.01% | -22.2% |
EFSC | Sell | ENTERPRISE FINL SVCS CORP | $373,908 | -43.3% | 7,637 | -49.0% | 0.01% | -46.2% |
XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $381,125 | +0.3% | 5,406 | -6.7% | 0.01% | -12.5% |
ROST | Sell | ROSS STORES INC | $387,790 | +22.7% | 3,341 | -11.0% | 0.01% | +16.7% |
SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $399,001 | -5.2% | 7,875 | -6.3% | 0.01% | -22.2% |
XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $362,300 | -7.6% | 2,805 | +1.9% | 0.01% | -12.5% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $411,214 | +11.4% | 5,294 | -2.4% | 0.01% | -12.5% |
BAX | Buy | BAXTER INTL INC | $367,023 | +6.4% | 7,201 | +12.5% | 0.01% | 0.0% |
COWZ | Buy | PACER FDS TRus cash cows 100 | $380,175 | +50.3% | 8,220 | +33.1% | 0.01% | +40.0% |
Buy | DIGITAL WORLD ACQUISITION CO | $380,985 | +2.7% | 25,399 | +15.2% | 0.01% | -12.5% | |
DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $391,046 | +3.2% | 15,864 | +0.1% | 0.01% | -12.5% |
UL | Buy | UNILEVER PLCspon adr new | $393,010 | +18.4% | 7,806 | +3.2% | 0.01% | 0.0% |
FIS | Sell | FIDELITY NATL INFORMATION SV | $354,516 | -16.0% | 5,225 | -6.3% | 0.01% | -33.3% |
MKL | Sell | MARKEL CORP | $337,277 | -7.3% | 256 | -23.8% | 0.01% | -14.3% |
CP | Buy | CANADIAN PAC RY LTD | $351,841 | +66.0% | 4,717 | +48.8% | 0.01% | +50.0% |
SPG | New | SIMON PPTY GROUP INC NEW | $354,840 | – | 3,020 | +100.0% | 0.01% | – |
IP | Sell | INTERNATIONAL PAPER CO | $352,360 | -7.8% | 10,175 | -15.5% | 0.01% | -25.0% |
BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $303,117 | – | 11,962 | +100.0% | 0.01% | – |
ORI | Sell | OLD REP INTL CORP | $337,246 | +12.8% | 13,965 | -2.2% | 0.01% | 0.0% |
EWX | Buy | SPDR INDEX SHS FDSs&p emktsc etf | $339,223 | +7.7% | 6,931 | +0.2% | 0.01% | 0.0% |
DLN | WISDOMTREE TRus largecap divd | $303,395 | +12.0% | 4,897 | 0.0% | 0.01% | 0.0% | |
WMB | Buy | WILLIAMS COS INC | $356,194 | +57.6% | 10,827 | +37.3% | 0.01% | +20.0% |
RWR | Sell | SPDR SER TRdj reit etf | $334,133 | -16.7% | 3,834 | -19.5% | 0.01% | -25.0% |
DNP | Buy | DNP SELECT INCOME FD INC | $340,824 | +8.9% | 30,295 | +0.2% | 0.01% | 0.0% |
ILCG | ISHARES TRmorningstar grwt | $326,156 | +1.0% | 6,700 | 0.0% | 0.01% | -14.3% | |
XBI | New | SPDR SER TRs&p biotech | $307,266 | – | 3,702 | +100.0% | 0.01% | – |
PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $333,499 | – | 29,830 | +100.0% | 0.01% | – |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $324,556 | – | 8,200 | +100.0% | 0.01% | – |
ALGN | Sell | ALIGN TECHNOLOGY INC | $324,153 | -39.6% | 1,537 | -40.7% | 0.01% | -45.5% |
KXI | ISHARES TRglb cnsm stp etf | $304,462 | +11.1% | 5,105 | 0.0% | 0.01% | 0.0% | |
GLW | Buy | CORNING INC | $319,540 | +10.2% | 10,004 | +0.3% | 0.01% | 0.0% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $330,763 | -18.3% | 4,399 | -19.3% | 0.01% | -25.0% |
RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $309,620 | +18.6% | 2,192 | +7.0% | 0.01% | +20.0% |
ESGD | Sell | ISHARES TResg aw msci eafe | $356,882 | -24.9% | 5,429 | -35.8% | 0.01% | -40.0% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $307,453 | -13.1% | 5,018 | -20.3% | 0.01% | -14.3% |
JEF | Sell | JEFFERIES FINL GROUP INC | $308,194 | +3.1% | 8,991 | -11.4% | 0.01% | 0.0% |
VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $306,039 | – | 4,395 | +100.0% | 0.01% | – |
LEVI | LEVI STRAUSS & CO NEW | $310,400 | +7.4% | 20,000 | 0.0% | 0.01% | 0.0% | |
MAA | Buy | MID-AMER APT CMNTYS INC | $316,210 | +23.5% | 2,014 | +22.0% | 0.01% | +20.0% |
BIOB | BIO RAD LABS INCcl b | $313,120 | -1.2% | 760 | 0.0% | 0.01% | 0.0% | |
JCI | Sell | JOHNSON CTLS INTL PLC | $327,552 | +18.7% | 5,118 | -8.8% | 0.01% | 0.0% |
NWN | NORTHWEST NAT HLDG CO | $256,986 | +9.8% | 5,400 | 0.0% | 0.01% | 0.0% | |
RF | Sell | REGIONS FINANCIAL CORP NEW | $284,790 | -5.1% | 13,209 | -11.8% | 0.01% | -16.7% |
PCG | Buy | PG&E CORP | $264,469 | +30.3% | 16,265 | +0.2% | 0.01% | +25.0% |
OKE | Buy | ONEOK INC NEW | $285,532 | +28.6% | 4,346 | +0.2% | 0.01% | 0.0% |
DBEF | DBX ETF TRxtrack msci eafe | $278,242 | -3.7% | 8,633 | 0.0% | 0.01% | -16.7% | |
NVO | New | NOVO-NORDISK A Sadr | $301,538 | – | 2,228 | +100.0% | 0.01% | – |
CBSH | Buy | COMMERCE BANCSHARES INC | $251,367 | +18.6% | 3,693 | +15.0% | 0.01% | +25.0% |
MSI | New | MOTOROLA SOLUTIONS INC | $257,414 | – | 999 | +100.0% | 0.01% | – |
FHLC | Sell | FIDELITY COVINGTON TRUSTmsci hlth care i | $277,225 | -0.3% | 4,333 | -10.2% | 0.01% | -16.7% |
SHOP | New | SHOPIFY INCcl a | $276,187 | – | 7,957 | +100.0% | 0.01% | – |
SMMF | SUMMIT FINL GROUP INC | $253,878 | -7.7% | 10,200 | 0.0% | 0.01% | -16.7% | |
SNV | Sell | SYNOVUS FINL CORP | $267,765 | -0.1% | 7,131 | -0.2% | 0.01% | 0.0% |
LBC | Sell | LUTHER BURBANK CORP | $294,182 | -22.0% | 26,479 | -18.4% | 0.01% | -37.5% |
TEVA | Sell | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $284,635 | +10.3% | 31,210 | -2.2% | 0.01% | 0.0% |
BRO | BROWN & BROWN INC | $262,860 | -5.8% | 4,614 | 0.0% | 0.01% | -16.7% | |
BKI | BLACK KNIGHT INC | $268,672 | -4.7% | 4,351 | 0.0% | 0.01% | -16.7% | |
VIOV | Sell | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $265,377 | +2.1% | 1,690 | -7.2% | 0.01% | 0.0% |
Sell | GSK PLCsponsored adr | $293,489 | -16.9% | 8,352 | -30.4% | 0.01% | -28.6% | |
Buy | JACOBS SOLUTIONS INC | $279,283 | +11.7% | 2,326 | +0.9% | 0.01% | 0.0% | |
ESGU | Buy | ISHARES TResg awr msci usa | $250,136 | +16.3% | 2,951 | +9.1% | 0.01% | +25.0% |
New | GLOBAL X FDSsuperdividend | $263,633 | – | 10,971 | +100.0% | 0.01% | – | |
HUM | Sell | HUMANA INC | $296,046 | -2.0% | 578 | -7.2% | 0.01% | -16.7% |
WMS | Buy | ADVANCED DRAIN SYS INC DEL | $280,091 | -31.0% | 3,417 | +4.8% | 0.01% | -37.5% |
WSFS | WSFS FINL CORP | $268,503 | -2.4% | 5,922 | 0.0% | 0.01% | -16.7% | |
WEC | Sell | WEC ENERGY GROUP INC | $285,832 | -1.8% | 3,049 | -6.3% | 0.01% | -16.7% |
AMD | Sell | ADVANCED MICRO DEVICES INC | $265,323 | -25.9% | 4,096 | -27.4% | 0.01% | -28.6% |
Sell | WARNER BROS DISCOVERY INC | $274,622 | -37.6% | 28,969 | -24.3% | 0.01% | -44.4% | |
DHS | New | WISDOMTREE TRus high dividend | $259,858 | – | 3,020 | +100.0% | 0.01% | – |
ILMN | Sell | ILLUMINA INC | $258,007 | -53.8% | 1,276 | -56.5% | 0.01% | -54.5% |
IYH | Buy | ISHARES TRus hlthcare etf | $257,609 | +13.0% | 908 | +0.9% | 0.01% | 0.0% |
STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $296,878 | +0.3% | 5,643 | +1.3% | 0.01% | -16.7% |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $294,719 | +21.8% | 1,205 | +0.1% | 0.01% | 0.0% |
NOBL | New | PROSHARES TRs&p 500 dv arist | $250,780 | – | 2,787 | +100.0% | 0.01% | – |
PCT | Sell | PURECYCLE TECHNOLOGIES INC | $292,776 | -52.9% | 43,310 | -43.7% | 0.01% | -61.5% |
DOV | Sell | DOVER CORP | $276,507 | +12.4% | 2,042 | -3.1% | 0.01% | 0.0% |
PPL | Sell | PPL CORP | $287,847 | +15.1% | 9,851 | -0.1% | 0.01% | 0.0% |
RY | Sell | ROYAL BK CDA SUSTAINABL | $200,947 | -51.1% | 2,137 | -53.2% | 0.00% | -50.0% |
RSG | Sell | REPUBLIC SVCS INC | $204,707 | -17.8% | 1,587 | -13.2% | 0.00% | -20.0% |
LIT | Sell | GLOBAL X FDSlithium btry etf | $219,012 | -13.4% | 3,737 | -2.6% | 0.00% | -20.0% |
GIB | New | CGI INCcl a sub vtg | $202,664 | – | 2,353 | +100.0% | 0.00% | – |
Buy | RIVIAN AUTOMOTIVE INC | $236,305 | -31.5% | 12,822 | +22.3% | 0.00% | -42.9% | |
DGRO | Sell | ISHARES TRcore div grwth | $215,383 | -58.8% | 4,308 | -63.4% | 0.00% | -63.6% |
NGG | New | NATIONAL GRID PLCsponsored adr ne | $234,162 | – | 3,882 | +100.0% | 0.00% | – |
ETR | Sell | ENTERGY CORP NEW | $232,538 | +8.2% | 2,067 | -3.2% | 0.00% | 0.0% |
PLD | New | PROLOGIS INC. | $205,596 | – | 1,824 | +100.0% | 0.00% | – |
EOG | New | EOG RES INC | $215,003 | – | 1,660 | +100.0% | 0.00% | – |
NNI | Sell | NELNET INCcl a | $203,371 | -7.6% | 2,241 | -19.2% | 0.00% | 0.0% |
Sell | SHELL PLCspon ads | $245,077 | +6.1% | 4,303 | -7.2% | 0.00% | -20.0% | |
TD | New | TORONTO DOMINION BK ONT | $218,954 | – | 3,381 | +100.0% | 0.00% | – |
FSLR | Buy | FIRST SOLAR INC | $238,316 | +18.0% | 1,591 | +4.0% | 0.00% | 0.0% |
SNY | New | SANOFIsponsored adr | $221,616 | – | 4,576 | +100.0% | 0.00% | – |
EXR | Sell | EXTRA SPACE STORAGE INC | $237,107 | -25.9% | 1,611 | -12.9% | 0.00% | -42.9% |
SGC | Buy | SUPERIOR GROUP OF CO INC | $235,153 | +13.6% | 23,375 | +0.1% | 0.00% | 0.0% |
TSCO | New | TRACTOR SUPPLY CO | $223,688 | – | 994 | +100.0% | 0.00% | – |
VTRS | Sell | VIATRIS INC | $235,460 | +23.3% | 21,155 | -5.6% | 0.00% | 0.0% |
PH | Sell | PARKER-HANNIFIN CORP | $229,599 | -13.4% | 789 | -27.9% | 0.00% | -20.0% |
AON | Sell | AON PLC | $242,183 | +10.1% | 807 | -1.7% | 0.00% | 0.0% |
DEO | Sell | DIAGEO PLCspon adr new | $222,149 | -26.2% | 1,247 | -29.7% | 0.00% | -33.3% |
TDV | PROSHARES TRs&p tech dividen | $225,881 | +9.7% | 4,081 | 0.0% | 0.00% | 0.0% | |
PALL | ABRDN PALLADIUM ETF TRUSTphysical palladm | $231,814 | -17.8% | 1,404 | 0.0% | 0.00% | -33.3% | |
IBN | New | ICICI BANK LIMITEDadr | $225,148 | – | 10,285 | +100.0% | 0.00% | – |
WWD | New | WOODWARD INC | $212,590 | – | 2,201 | +100.0% | 0.00% | – |
ODFL | New | OLD DOMINION FREIGHT LINE IN | $210,281 | – | 741 | +100.0% | 0.00% | – |
IEF | Sell | ISHARES TR7-10 yr trsy bd | $237,824 | -21.3% | 2,483 | -21.1% | 0.00% | -33.3% |
TYL | Sell | TYLER TECHNOLOGIES INC | $209,889 | -7.9% | 651 | -0.9% | 0.00% | -20.0% |
MKTX | New | MARKETAXESS HLDGS INC | $203,869 | – | 731 | +100.0% | 0.00% | – |
SIRI | Sell | SIRIUS XM HOLDINGS INC | $243,104 | +0.5% | 41,627 | -1.8% | 0.00% | -20.0% |
MU | Buy | MICRON TECHNOLOGY INC | $229,401 | +2.9% | 4,590 | +2.9% | 0.00% | -20.0% |
FE | New | FIRSTENERGY CORP | $214,901 | – | 5,124 | +100.0% | 0.00% | – |
MPWR | Buy | MONOLITHIC PWR SYS INC | $226,310 | -2.5% | 640 | +0.2% | 0.00% | -20.0% |
VAC | New | MARRIOTT VACATIONS WORLDWIDE | $208,783 | – | 1,551 | +100.0% | 0.00% | – |
XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $215,020 | – | 2,189 | +100.0% | 0.00% | – |
CARR | Sell | CARRIER GLOBAL CORPORATION | $235,973 | +15.1% | 5,721 | -0.6% | 0.00% | 0.0% |
CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $247,526 | +18.4% | 1,962 | +5.3% | 0.00% | 0.0% |
TER | New | TERADYNE INC | $203,903 | – | 2,334 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO | $234,087 | – | 5,750 | +100.0% | 0.00% | – |
FTNT | New | FORTINET INC | $223,623 | – | 4,574 | +100.0% | 0.00% | – |
EEMS | New | ISHARES INCem mkt sm-cp etf | $211,128 | – | 4,373 | +100.0% | 0.00% | – |
JLL | Buy | JONES LANG LASALLE INC | $233,945 | +8.3% | 1,468 | +2.7% | 0.00% | 0.0% |
MCO | New | MOODYS CORP | $203,393 | – | 730 | +100.0% | 0.00% | – |
EVT | Sell | EATON VANCE TAX ADVT DIV INC | $211,766 | -6.3% | 9,288 | -10.8% | 0.00% | -20.0% |
SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $218,326 | -6.3% | 3,417 | -15.3% | 0.00% | -20.0% |
PWR | New | QUANTA SVCS INC | $211,613 | – | 1,485 | +100.0% | 0.00% | – |
CABO | Buy | CABLE ONE INC | $204,304 | -15.2% | 287 | +1.4% | 0.00% | -20.0% |
PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $241,103 | +13.2% | 5,123 | 0.0% | 0.00% | 0.0% | |
VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $243,046 | +12.5% | 1,269 | +1.1% | 0.00% | 0.0% |
COKE | New | COCA COLA CONS INC | $222,364 | – | 434 | +100.0% | 0.00% | – |
CAG | Sell | CONAGRA BRANDS INC | $245,596 | +17.0% | 6,346 | -1.2% | 0.00% | 0.0% |
PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $238,875 | +13.8% | 20,312 | +1.7% | 0.00% | 0.0% |
PSLV | Buy | SPROTT PHYSICAL SILVER TRtr unit | $157,672 | +25.1% | 19,135 | +0.5% | 0.00% | 0.0% |
DLX | New | DELUXE CORP | $182,420 | – | 10,743 | +100.0% | 0.00% | – |
USA | Sell | LIBERTY ALL STAR EQUITY FDsh ben int | $141,000 | -17.5% | 24,737 | -20.1% | 0.00% | 0.0% |
HBAN | New | HUNTINGTON BANCSHARES INC | $172,956 | – | 12,266 | +100.0% | 0.00% | – |
NOM | Buy | NUVEEN MISSOURI QLT MUN INC | $179,824 | -4.9% | 17,208 | +1.2% | 0.00% | -25.0% |
REMITLY GLOBAL INC | $161,720 | +3.0% | 14,124 | 0.0% | 0.00% | 0.0% | ||
INFN | Buy | INFINERA CORP | $149,810 | +41.3% | 22,227 | +1.5% | 0.00% | +50.0% |
LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $146,865 | +188.0% | 66,757 | +132.7% | 0.00% | +200.0% |
MPW | New | MEDICAL PPTYS TRUST INC | $131,693 | – | 11,822 | +100.0% | 0.00% | – |
SOFI | Sell | SOFI TECHNOLOGIES INC | $116,845 | -8.0% | 25,346 | -2.9% | 0.00% | -33.3% |
Sell | PERMIAN RESOURCES CORP | $94,000 | -39.7% | 10,000 | -56.5% | 0.00% | -33.3% | |
NYCB | Buy | NEW YORK CMNTY BANCORP INC | $115,974 | +28.9% | 13,485 | +27.2% | 0.00% | 0.0% |
CCL | Sell | CARNIVAL CORP | $113,843 | +11.6% | 14,124 | -2.5% | 0.00% | 0.0% |
AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $98,164 | +42.3% | 13,710 | 0.0% | 0.00% | +100.0% | |
SAN | New | BANCO SANTANDER S.A.adr | $83,464 | – | 28,293 | +100.0% | 0.00% | – |
RWT | New | REDWOOD TR INC | $117,322 | – | 17,355 | +100.0% | 0.00% | – |
GAB | Sell | GABELLI EQUITY TR INC | $131,203 | -14.2% | 23,942 | -14.1% | 0.00% | -33.3% |
ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $88,428 | +5.3% | 14,103 | -15.8% | 0.00% | 0.0% |
New | ATLIS MOTOR VEHICLES INC | $112,200 | – | 34,523 | +100.0% | 0.00% | – | |
RAD | Sell | RITE AID CORP | $103,126 | -32.6% | 30,876 | -0.1% | 0.00% | -33.3% |
TGB | TASEKO MINES LTD | $73,500 | +28.9% | 50,000 | 0.0% | 0.00% | 0.0% | |
JOB | GEE GROUP INC | $36,914 | -23.1% | 75,334 | 0.0% | 0.00% | 0.0% | |
BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $64,019 | +8.5% | 10,652 | -19.7% | 0.00% | 0.0% |
KGC | Sell | KINROSS GOLD CORP | $47,317 | +7.5% | 11,569 | -2.0% | 0.00% | 0.0% |
ABUS | ARBUTUS BIOPHARMA CORP | $41,288 | +21.4% | 17,720 | 0.0% | 0.00% | 0.0% | |
PAVM | PAVMED INC | $33,600 | -44.0% | 70,000 | 0.0% | 0.00% | 0.0% | |
Buy | NERDY INC | $43,684 | +68.0% | 19,415 | +57.2% | 0.00% | 0.0% | |
ABEV | Buy | AMBEV SAsponsored adr | $42,728 | +9.6% | 15,709 | +13.1% | 0.00% | 0.0% |
Buy | NEXTDOOR HOLDINGS INC | $48,082 | +71.7% | 23,341 | +133.4% | 0.00% | 0.0% | |
AEG | Sell | AEGON N V | $56,121 | +22.0% | 11,135 | -5.2% | 0.00% | 0.0% |
AMTX | New | AEMETIS INC | $42,530 | – | 10,740 | +100.0% | 0.00% | – |
WIT | Sell | WIPRO LTDspon adr 1 sh | $52,574 | -17.9% | 11,282 | -16.8% | 0.00% | 0.0% |
WATT | ENERGOUS CORP | $35,750 | -18.8% | 42,763 | 0.0% | 0.00% | 0.0% | |
SVM | SILVERCORP METALS INC | $41,440 | +25.6% | 14,000 | 0.0% | 0.00% | 0.0% | |
SPIRE GLOBAL INC | $55,649 | -11.7% | 57,968 | 0.0% | 0.00% | 0.0% | ||
MATTERPORT INC | $64,406 | -26.0% | 23,002 | 0.0% | 0.00% | -50.0% | ||
LAZR | New | LUMINAR TECHNOLOGIES INC | $79,962 | – | 16,154 | +100.0% | 0.00% | – |
UBX | Exit | UNITY BIOTECHNOLOGY INC | $0 | – | -17,723 | -100.0% | 0.00% | – |
CLVR | CLEVER LEAVES HOLDINGS INC | $3,684 | -47.4% | 12,000 | 0.0% | 0.00% | – | |
BERKSHIRE GREY INC | $20,179 | -64.6% | 33,415 | 0.0% | 0.00% | -100.0% | ||
New | SMART FOR LIFE INC | $7,050 | – | 30,000 | +100.0% | 0.00% | – | |
SPY | SPDR S&P 500 ETF TRcall | $6,012 | +20.2% | 300 | 0.0% | 0.00% | – | |
CVX | Exit | CHEVRON CORP NEWcall | $0 | – | -100 | -100.0% | 0.00% | – |
New | DEXCOM INCnote 0.250%11/1 | $26,060 | – | 24,000 | +100.0% | 0.00% | – | |
New | INSULET CORPnote 0.375% 9/0 | $14,174 | – | 10,000 | +100.0% | 0.00% | – | |
New | WAYFAIR INCnote 0.625%10/0 | $6,458 | – | 10,000 | +100.0% | 0.00% | – | |
NAUT | New | NAUTILUS BIOTECHNOLOGY INC | $19,280 | – | 10,711 | +100.0% | 0.00% | – |
New | STRYVE FOODS INC | $25,978 | – | 35,655 | +100.0% | 0.00% | – | |
Exit | PANBELA THERAPEUTICS INC | $0 | – | -24,927 | -100.0% | 0.00% | – | |
Exit | SHELL PLCcall | $0 | – | -400 | -100.0% | 0.00% | – | |
SBUX | New | STARBUCKS CORPput | $950 | – | 200 | +100.0% | 0.00% | – |
CRKN | CROWN ELECTROKINETICS CORP | $4,919 | -18.0% | 26,000 | 0.0% | 0.00% | – | |
CBIO | New | CATALYST BIOSCIENCES INC | $22,735 | – | 43,100 | +100.0% | 0.00% | – |
BSQR | BSQUARE CORP | $23,310 | -2.9% | 20,606 | 0.0% | 0.00% | – | |
AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -10,000 | -100.0% | 0.00% | – |
IMAC | IMAC HLDGS INC | $3,990 | -50.1% | 20,000 | 0.0% | 0.00% | – | |
PALI | Exit | PALISADE BIO INC | $0 | – | -46,000 | -100.0% | 0.00% | – |
GALT | GALECTIN THERAPEUTICS INC | $14,954 | -32.0% | 13,234 | 0.0% | 0.00% | – | |
LIN | New | LINDE PLCput | $1,120 | – | 200 | +100.0% | 0.00% | – |
MULLEN AUTOMOTIVE INC | $3,933 | -21.3% | 13,750 | 0.0% | 0.00% | – | ||
BUZZFEED INC | $8,795 | -56.0% | 12,754 | 0.0% | 0.00% | – | ||
New | GSK PLCcall | $80 | – | 400 | +100.0% | 0.00% | – | |
New | PALO ALTO NETWORKS INCnote 0.375% 6/0 | $17,677 | – | 12,000 | +100.0% | 0.00% | – | |
BP | New | BP PLCcall | $368 | – | 400 | +100.0% | 0.00% | – |
ARVL | Sell | ARRIVAL | $1,755 | -80.5% | 11,000 | -2.8% | 0.00% | – |
RIDE | Exit | LORDSTOWN MOTORS CORP | $0 | – | -20,240 | -100.0% | -0.00% | – |
NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -10,313 | -100.0% | -0.00% | – |
TEF | Exit | TELEFONICA S Asponsored adr | $0 | – | -20,789 | -100.0% | -0.00% | – |
REI | Exit | RING ENERGY INC | $0 | – | -13,371 | -100.0% | -0.00% | – |
MFG | Exit | MIZUHO FINANCIAL GROUP INCsponsored adr | $0 | – | -46,301 | -100.0% | -0.00% | – |
NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -10,747 | -100.0% | -0.00% | – |
SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -19,424 | -100.0% | -0.00% | – |
NUV | Exit | NUVEEN MUN VALUE FD INC | $0 | – | -10,785 | -100.0% | -0.00% | – |
Exit | HALEON PLCspon ads | $0 | – | -25,313 | -100.0% | -0.00% | – | |
VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -12,262 | -100.0% | -0.00% | – |
LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -18,402 | -100.0% | -0.00% | – |
INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -11,888 | -100.0% | -0.00% | – |
ORA | Exit | ORMAT TECHNOLOGIES INC | $0 | – | -2,423 | -100.0% | -0.00% | – |
OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -6,948 | -100.0% | -0.00% | – |
RUN | Exit | SUNRUN INC | $0 | – | -7,598 | -100.0% | -0.00% | – |
NET | Exit | CLOUDFLARE INC | $0 | – | -3,880 | -100.0% | -0.00% | – |
MRO | Exit | MARATHON OIL CORP | $0 | – | -9,333 | -100.0% | -0.00% | – |
TSN | Exit | TYSON FOODS INCcl a | $0 | – | -3,191 | -100.0% | -0.00% | – |
Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -12,502 | -100.0% | -0.00% | – | |
SLP | Exit | SIMULATIONS PLUS INC | $0 | – | -4,564 | -100.0% | -0.01% | – |
CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -4,170 | -100.0% | -0.01% | – |
CBTX | Exit | CBTX INC | $0 | – | -8,925 | -100.0% | -0.01% | – |
ARCC | Exit | ARES CAPITAL CORP | $0 | – | -13,965 | -100.0% | -0.01% | – |
KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -13,928 | -100.0% | -0.01% | – |
IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -5,092 | -100.0% | -0.01% | – |
DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -2,557 | -100.0% | -0.01% | – |
SDIV | Exit | GLOBAL X FDSglb x superdiv | $0 | – | -32,917 | -100.0% | -0.01% | – |
Exit | DIMENSIONAL ETF TRUSTemerging mkts va | $0 | – | -12,810 | -100.0% | -0.01% | – | |
TM | Exit | TOYOTA MOTOR CORPads | $0 | – | -2,140 | -100.0% | -0.01% | – |
SCHK | Exit | SCHWAB STRATEGIC TR1000 index etf | $0 | – | -7,930 | -100.0% | -0.01% | – |
BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -6,813 | -100.0% | -0.01% | – |
BCE | Exit | BCE INC | $0 | – | -7,496 | -100.0% | -0.01% | – |
STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,194 | -100.0% | -0.01% | – |
TWTR | Exit | TWITTER INC | $0 | – | -10,037 | -100.0% | -0.01% | – |
WBS | Exit | WEBSTER FINL CORP | $0 | – | -12,445 | -100.0% | -0.01% | – |
GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -6,080 | -100.0% | -0.01% | – |
Exit | IMMUNEERING CORP | $0 | – | -200,200 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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 | 2024-02-14 |
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 |
13F-HR | 2021-11-10 |
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.