913 is the total number of securities Personal Capital Advisors Corp has owned. The longest Personal Capital Advisors Corp has owned a single stock is 37 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHF | SCHWAB STRATEGIC TRINT... | 37 | 37 | 10.78% | 12.60% | 16.33% | Q4 2013 | Q4 2022 | 37 |
VWO | VANGUARD INTL EQUITYIN... | 37 | 37 | 4.52% | 5.53% | 7.54% | Q4 2013 | Q4 2022 | 37 |
BSV | VANGUARD BD INDEX FDS | 37 | 37 | 2.88% | 4.36% | 5.95% | Q4 2013 | Q4 2022 | 37 |
VNQ | VANGUARD INDEX FDSVANG... | 37 | 37 | 3.09% | 3.98% | 6.62% | Q4 2013 | Q4 2022 | 37 |
TIP | ISHARES TR TIPS BDETF | 37 | 37 | 0.60% | 2.67% | 4.08% | Q4 2013 | Q4 2022 | 37 |
IEI | ISHARES TR 3-7 YRTREAS... | 37 | 37 | 0.06% | 2.43% | 4.08% | Q4 2013 | Q4 2022 | 37 |
LQD | ISHARES TR IBOXX USDIN... | 37 | 37 | 0.06% | 2.27% | 3.19% | Q4 2013 | Q4 2022 | 37 |
VNQI | VANGUARD INTL EQUITYIN... | 37 | 37 | 1.70% | 2.14% | 2.46% | Q4 2013 | Q4 2022 | 37 |
VSS | VANGUARD INTL EQUITYIN... | 37 | 37 | 1.28% | 1.94% | 2.49% | Q4 2013 | Q4 2022 | 37 |
VTI | VANGUARD INDEX FDSVANG... | 37 | 37 | 0.28% | 1.25% | 2.32% | Q4 2013 | Q4 2022 | 37 |
STIP | ISHARES TR 0-5 YRTIPS ... | 37 | 37 | 1.08% | 1.22% | 1.64% | Q4 2013 | Q4 2022 | 37 |
MSFT | MICROSOFT CORPCOM | 37 | 37 | 0.54% | 0.85% | 1.24% | Q4 2013 | Q4 2022 | 37 |
AMZN | AMAZON COM INC | 37 | 37 | 0.51% | 0.84% | 1.16% | Q4 2013 | Q4 2022 | 37 |
PG | PROCTER & GAMBLE COCOM | 37 | 37 | 0.43% | 0.61% | 0.81% | Q4 2013 | Q4 2022 | 37 |
DIS | DISNEY WALT CODISNEY COM | 37 | 37 | 0.23% | 0.61% | 0.94% | Q4 2013 | Q4 2022 | 37 |
CMCSA | COMCAST CORP NEW | 37 | 37 | 0.25% | 0.59% | 0.92% | Q4 2013 | Q4 2022 | 37 |
PFE | PFIZER INC COM | 37 | 37 | 0.32% | 0.57% | 0.90% | Q4 2013 | Q4 2022 | 37 |
WMT | WAL MART STORES INCCOM | 37 | 37 | 0.45% | 0.57% | 0.79% | Q4 2013 | Q4 2022 | 37 |
VZ | VERIZONCOMMUNICATIONS ... | 37 | 37 | 0.28% | 0.57% | 0.82% | Q4 2013 | Q4 2022 | 37 |
UPS | UNITED PARCEL SVCINC CL B | 37 | 37 | 0.30% | 0.56% | 0.89% | Q4 2013 | Q4 2022 | 37 |
DUK | DUKE ENERGY CORP NEWCO... | 37 | 37 | 0.34% | 0.55% | 0.80% | Q4 2013 | Q4 2022 | 37 |
VLO | VALERO ENERGY CORPNEW COM | 37 | 37 | 0.20% | 0.54% | 0.97% | Q4 2013 | Q4 2022 | 37 |
KO | COCA COLA COMPANY | 37 | 37 | 0.34% | 0.54% | 0.81% | Q4 2013 | Q4 2022 | 37 |
XOM | EXXON MOBIL CORP COM | 37 | 37 | 0.29% | 0.54% | 0.85% | Q4 2013 | Q4 2022 | 37 |
SCCO | SOUTHERN COPPER CORPDE... | 37 | 37 | 0.31% | 0.53% | 0.78% | Q4 2013 | Q4 2022 | 37 |
T | AT&T INC COM | 37 | 37 | 0.23% | 0.51% | 0.85% | Q4 2013 | Q4 2022 | 37 |
NUE | NUCOR CORP COM | 37 | 37 | 0.26% | 0.47% | 0.85% | Q4 2013 | Q4 2022 | 37 |
AES | AES CORP COM | 37 | 37 | 0.23% | 0.46% | 0.86% | Q4 2013 | Q4 2022 | 37 |
EMN | EASTMAN CHEMICAL CO | 37 | 37 | 0.20% | 0.46% | 0.86% | Q4 2013 | Q4 2022 | 37 |
NTRS | NORTHERN TR CORP COM | 37 | 37 | 0.22% | 0.46% | 0.86% | Q4 2013 | Q4 2022 | 37 |
SMG | THE SCOTTS MIRACLEGRO ... | 37 | 37 | 0.11% | 0.45% | 0.91% | Q4 2013 | Q4 2022 | 37 |
LOW | LOWES COS INC COM | 37 | 37 | 0.15% | 0.45% | 1.00% | Q4 2013 | Q4 2022 | 37 |
NSC | NORFOLK SOUTHN CORPCOM | 37 | 37 | 0.00% | 0.44% | 0.92% | Q4 2013 | Q4 2022 | 37 |
POOL | POOL CORPORATION | 37 | 37 | 0.20% | 0.40% | 0.88% | Q4 2013 | Q4 2022 | 37 |
WFC | WELLS FARGO & CONEW COM | 37 | 37 | 0.00% | 0.34% | 0.90% | Q4 2013 | Q4 2022 | 37 |
NWE | NORTHWESTERN CORPCOM NEW | 37 | 37 | 0.04% | 0.30% | 0.88% | Q4 2013 | Q4 2022 | 37 |
CWT | CALIFORNIA WTR SVCGROU... | 37 | 37 | 0.08% | 0.28% | 0.83% | Q4 2013 | Q4 2022 | 37 |
CALM | CAL MAINE FOODS INCCOM... | 37 | 37 | 0.00% | 0.26% | 0.97% | Q4 2013 | Q4 2022 | 37 |
CCOI | COGENTCOMMUNICATIONS H... | 37 | 37 | 0.00% | 0.26% | 1.00% | Q4 2013 | Q4 2022 | 37 |
SANM | SANMINA CORPORATION | 37 | 37 | 0.04% | 0.24% | 0.98% | Q4 2013 | Q4 2022 | 37 |
RLI | RLI CORP | 37 | 37 | 0.06% | 0.23% | 0.76% | Q4 2013 | Q4 2022 | 37 |
MCD | MCDONALDS CORP | 37 | 37 | 0.01% | 0.18% | 0.82% | Q4 2013 | Q4 2022 | 37 |
CSCO | CISCO SYSTEMS INC | 37 | 37 | 0.02% | 0.14% | 0.84% | Q4 2013 | Q4 2022 | 37 |
VB | VANGUARD INDEX FDSVANG... | 37 | 37 | 0.03% | 0.06% | 0.19% | Q4 2013 | Q4 2022 | 37 |
AAPL | APPLE INC COM | 35 | 1 | 0.11% | 0.87% | 1.51% | Q4 2013 | Q4 2022 | 36 |
BRKB | BERKSHIRE HATHAWAYINC ... | 36 | 36 | 0.04% | 0.40% | 0.77% | Q1 2014 | Q4 2022 | 36 |
OXY | OCCIDENTAL PETE CORP DEL | 36 | 36 | 0.00% | 0.31% | 0.82% | Q4 2013 | Q3 2022 | 36 |
DORM | DORMAN PRODUCTS INC | 36 | 36 | 0.00% | 0.25% | 0.95% | Q4 2013 | Q3 2022 | 36 |
SPY | SPDR S&P 500 ETF TRTR ... | 36 | 36 | 0.02% | 0.17% | 2.02% | Q1 2014 | Q4 2022 | 36 |
GS | GOLDMAN SACHS GROUPINC... | 25 | 1 | 0.00% | 0.42% | 0.96% | Q4 2013 | Q4 2022 | 35 |
SMTC | SEMTECH CORP | 35 | 35 | 0.05% | 0.23% | 0.78% | Q4 2013 | Q2 2022 | 35 |
IGOV | ISHARES TR INTLTREASUR... | 34 | 34 | 0.00% | 0.60% | 0.85% | Q4 2013 | Q1 2022 | 34 |
CVX | CHEVRON CORP NEW COM | 34 | 34 | 0.04% | 0.51% | 0.81% | Q3 2014 | Q4 2022 | 34 |
SBUX | STARBUCKS CORP COM | 34 | 34 | 0.05% | 0.51% | 0.93% | Q3 2014 | Q4 2022 | 34 |
NFLX | NETFLIX INC COM | 34 | 34 | 0.08% | 0.44% | 0.59% | Q3 2014 | Q4 2022 | 34 |
FB | META PLATFORMS INC | 34 | 34 | 0.06% | 0.42% | 0.72% | Q3 2014 | Q4 2022 | 34 |
MMM | 3M CO COM | 34 | 34 | 0.00% | 0.42% | 0.83% | Q3 2014 | Q4 2022 | 34 |
CL | COLGATE PALMOLIVE COCOM | 34 | 34 | 0.04% | 0.40% | 0.79% | Q3 2014 | Q4 2022 | 34 |
JPM | JP MORGAN CHASE &CO CO... | 34 | 34 | 0.05% | 0.39% | 0.74% | Q3 2014 | Q4 2022 | 34 |
JNJ | JOHNSON & JOHNSONCOM | 34 | 34 | 0.06% | 0.34% | 0.53% | Q3 2014 | Q4 2022 | 34 |
AMGN | AMGEN INCCOM | 34 | 34 | 0.05% | 0.33% | 0.51% | Q3 2014 | Q4 2022 | 34 |
SO | SOUTHERN CO COM | 34 | 34 | 0.05% | 0.30% | 0.50% | Q3 2014 | Q4 2022 | 34 |
WM | WASTE MGMT INC DELCOM | 34 | 34 | 0.05% | 0.28% | 0.47% | Q3 2014 | Q4 2022 | 34 |
AAON | AAON INC NEW | 34 | 34 | 0.04% | 0.23% | 0.53% | Q3 2014 | Q4 2022 | 34 |
NKE | NIKE INC CL B | 34 | 34 | 0.00% | 0.21% | 0.50% | Q3 2014 | Q4 2022 | 34 |
ORA | ORMAT TECHNOLOGIESINC COM | 34 | 34 | 0.04% | 0.09% | 0.17% | Q3 2014 | Q4 2022 | 34 |
MRK | MERCK & CO INC NEWCOM | 34 | 34 | 0.01% | 0.07% | 0.14% | Q3 2014 | Q4 2022 | 34 |
ORCL | ORACLE CORP COM | 34 | 34 | 0.01% | 0.06% | 0.15% | Q3 2014 | Q4 2022 | 34 |
GIS | GENERAL MLS INC | 34 | 34 | 0.01% | 0.06% | 0.14% | Q3 2014 | Q4 2022 | 34 |
IBM | INTERNATIONALBUSINESS ... | 34 | 34 | 0.01% | 0.03% | 0.18% | Q3 2014 | Q4 2022 | 34 |
ES | EVERSOURCE ENERGYCOM | 32 | 32 | 0.28% | 0.51% | 0.86% | Q1 2015 | Q4 2022 | 32 |
VEU | VANGUARD INTL EQUITYIN... | 31 | 1 | 0.01% | 0.21% | 2.04% | Q4 2014 | Q4 2022 | 32 |
QCOM | QUALCOMM INC | 15 | 5 | 0.00% | 0.04% | 0.15% | Q3 2014 | Q4 2022 | 32 |
GE | GENERAL ELECTRIC COCOM | 31 | 31 | 0.00% | 0.47% | 0.92% | Q4 2013 | Q2 2021 | 31 |
TYL | TYLER TECHNOLOGIESINC COM | 31 | 31 | 0.18% | 0.34% | 0.53% | Q2 2015 | Q4 2022 | 31 |
CRL | CHARLES RIV LABS INTL INC | 31 | 31 | 0.16% | 0.29% | 0.46% | Q2 2015 | Q4 2022 | 31 |
HD | HOME DEPOT INC COM | 31 | 31 | 0.02% | 0.27% | 0.49% | Q2 2015 | Q4 2022 | 31 |
BK | BANK OF NEW YORKMELLON... | 30 | 1 | 0.00% | 0.07% | 0.15% | Q3 2014 | Q4 2022 | 31 |
VIG | VANGUARD SPECIALIZEDPO... | 18 | 2 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2022 | 31 |
SCHX | SCHWAB STRATEGIC TRUS ... | 31 | 31 | 0.00% | 0.01% | 0.12% | Q2 2015 | Q4 2022 | 31 |
IAU | ISHARES GOLD TRUST | 30 | 30 | 1.58% | 2.08% | 2.64% | Q4 2013 | Q1 2021 | 30 |
MA | MASTERCARD INCORPORATED | 30 | 30 | 0.51% | 0.64% | 0.77% | Q3 2015 | Q4 2022 | 30 |
KMI | KINDER MORGAN INCDEL COM | 30 | 30 | 0.01% | 0.37% | 0.81% | Q3 2015 | Q4 2022 | 30 |
FRC | FIRST REP BK SANFRANCI... | 30 | 30 | 0.00% | 0.29% | 0.52% | Q1 2015 | Q2 2022 | 30 |
MAS | MASCO CORP COM | 30 | 30 | 0.09% | 0.20% | 0.26% | Q3 2015 | Q4 2022 | 30 |
ABM | ABM INDUSTRIES INC | 30 | 30 | 0.01% | 0.15% | 0.88% | Q4 2013 | Q1 2021 | 30 |
GOOG | ALPHABET INC CAP STKCL C | 29 | 29 | 0.52% | 0.78% | 1.11% | Q4 2015 | Q4 2022 | 29 |
CRM | SALESFORCE INC | 24 | 1 | 0.01% | 0.47% | 0.89% | Q4 2013 | Q4 2022 | 29 |
CVS | CVS HEALTH CORPCOM | 17 | 12 | 0.00% | 0.40% | 0.81% | Q2 2015 | Q4 2022 | 29 |
VAW | VANGUARD WORLD FDSVANG... | 29 | 29 | 0.01% | 0.16% | 0.25% | Q4 2015 | Q4 2022 | 29 |
VPU | VANGUARD WORLD FDSVANG... | 29 | 29 | 0.01% | 0.15% | 0.23% | Q4 2015 | Q4 2022 | 29 |
VDC | VANGUARD WORLD FDSVANG... | 29 | 29 | 0.01% | 0.11% | 0.18% | Q4 2015 | Q4 2022 | 29 |
VO | VANGUARD INDEX FDSVANG... | 29 | 29 | 0.03% | 0.10% | 0.14% | Q4 2015 | Q4 2022 | 29 |
VOX | VANGUARD WORLDS FDSVAN... | 29 | 29 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q4 2022 | 29 |
VEA | VANGUARD TAX-MANAGED I... | 26 | 3 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q4 2022 | 29 |
MO | ALTRIA GROUP INC COM | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 29 |
PM | PHILIP MORRIS INTLINC COM | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 29 |
POR | PORTLAND GEN ELEC COCO... | 28 | 28 | 0.08% | 0.16% | 0.30% | Q1 2016 | Q4 2022 | 28 |
VDE | VANGUARD WORLDS FDSVAN... | 28 | 28 | 0.02% | 0.09% | 0.12% | Q1 2016 | Q4 2022 | 28 |
GOOGL | ALPHABET INC CAP STKCL A | 27 | 1 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q4 2022 | 28 |
SRE | SEMPRA ENERGY COM | 20 | 7 | 0.01% | 0.11% | 0.39% | Q1 2016 | Q4 2022 | 27 |
V | VISA INC COM CL A | 27 | 27 | 0.01% | 0.08% | 0.33% | Q2 2016 | Q4 2022 | 27 |
GIII | G-III APPAREL GROUP LTD | 27 | 27 | 0.00% | 0.08% | 0.42% | Q2 2016 | Q4 2022 | 27 |
EGBN | EAGLE BANCORP INC MDCOM | 14 | 13 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q4 2022 | 27 |
IWM | ISHARES TR RUSSELL 200... | 24 | 2 | 0.03% | 4.62% | 6.01% | Q1 2014 | Q4 2022 | 26 |
BNDX | VANGUARD CHARLOTTEFDS ... | 26 | 26 | 0.48% | 0.76% | 1.17% | Q3 2016 | Q4 2022 | 26 |
COST | COSTCO WHSL CORP NEW | 26 | 26 | 0.42% | 0.55% | 0.69% | Q3 2016 | Q4 2022 | 26 |
OII | OCEANEERING INTL INC | 26 | 26 | 0.00% | 0.26% | 0.82% | Q4 2013 | Q1 2020 | 26 |
SCL | STEPAN CO | 26 | 26 | 0.08% | 0.15% | 0.33% | Q3 2016 | Q4 2022 | 26 |
IJH | ISHARES TR CORE S&PMID... | 26 | 26 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 26 |
VV | VANGUARD INDEX FDS VAN... | 16 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2022 | 26 |
CACI | CACI INTL INC CL A | 14 | 12 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 26 |
SIRI | SIRIUS XM HOLDINGS INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 26 |
AMTD | TD AMERITRADE HLDGCORP... | 25 | 25 | 0.01% | 0.66% | 0.96% | Q4 2013 | Q4 2019 | 25 |
NVDA | NVIDIA CORPORATION | 25 | 25 | 0.01% | 0.32% | 0.94% | Q4 2016 | Q4 2022 | 25 |
INTC | INTEL CORP | 25 | 25 | 0.01% | 0.30% | 0.53% | Q4 2016 | Q4 2022 | 25 |
KHC | KRAFT HEINZ CO COM STK | 24 | 1 | 0.02% | 0.27% | 0.41% | Q2 2016 | Q4 2022 | 25 |
TSLA | TESLA MTRS INC | 25 | 25 | 0.01% | 0.24% | 0.55% | Q4 2016 | Q4 2022 | 25 |
GPORQ | GULFPORT ENERGY CORPCO... | 25 | 25 | 0.02% | 0.23% | 0.93% | Q4 2013 | Q4 2019 | 25 |
HON | HONEYWELL INTL INC | 25 | 25 | 0.01% | 0.22% | 0.48% | Q4 2016 | Q4 2022 | 25 |
SCHB | SCHWAB STRATEGIC TR | 25 | 25 | 0.01% | 0.18% | 0.71% | Q4 2016 | Q4 2022 | 25 |
MKC | MCCORMICK & CO INC COM... | 16 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q4 2022 | 25 |
IWD | ISHARES TR | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 25 |
SCHA | SCHWAB STRATEGIC TR | 24 | 24 | 0.07% | 1.83% | 2.21% | Q1 2017 | Q4 2022 | 24 |
VBR | VANGUARD INDEX FDS | 24 | 24 | 0.01% | 0.60% | 1.22% | Q1 2017 | Q4 2022 | 24 |
CELG | CELGENE CORP | 24 | 24 | 0.00% | 0.57% | 0.94% | Q4 2013 | Q3 2019 | 24 |
UNH | UNITEDHEALTH GROUP INC | 24 | 24 | 0.42% | 0.52% | 0.65% | Q1 2017 | Q4 2022 | 24 |
ITW | ILLINOIS TOOL WKS INC | 24 | 24 | 0.36% | 0.44% | 0.51% | Q1 2017 | Q4 2022 | 24 |
EFX | EQUIFAX INC | 15 | 3 | 0.00% | 0.41% | 0.91% | Q4 2013 | Q3 2021 | 24 |
ADM | ARCHER DANIELS MIDLAND CO | 24 | 24 | 0.02% | 0.34% | 0.47% | Q1 2017 | Q4 2022 | 24 |
DLTR | DOLLAR TREE INC | 24 | 24 | 0.01% | 0.30% | 0.39% | Q1 2017 | Q4 2022 | 24 |
PPL | PPL CORP | 24 | 24 | 0.02% | 0.26% | 0.40% | Q1 2017 | Q4 2022 | 24 |
NEM | NEWMONT MNG CORP | 24 | 24 | 0.01% | 0.24% | 0.38% | Q1 2017 | Q4 2022 | 24 |
AMT | AMERICAN TOWER CORP NEW | 24 | 24 | 0.00% | 0.19% | 0.56% | Q1 2017 | Q4 2022 | 24 |
OC | OWENS CORNING NEW | 24 | 24 | 0.01% | 0.16% | 0.24% | Q1 2017 | Q4 2022 | 24 |
PEP | PEPSICO INC | 24 | 24 | 0.01% | 0.13% | 0.17% | Q1 2017 | Q4 2022 | 24 |
UA | UNDER ARMOUR INC | 24 | 24 | 0.00% | 0.12% | 0.22% | Q1 2017 | Q4 2022 | 24 |
DJP | BARCLAYS BK PLC IPATH ... | 20 | 1 | 0.00% | 0.11% | 0.28% | Q4 2014 | Q4 2022 | 24 |
ADP | AUTOMATIC DATA PROCESS... | 24 | 24 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2022 | 24 |
VOO | VANGUARD INDEX FDS S&P... | 23 | 1 | 0.02% | 0.03% | 0.09% | Q4 2015 | Q4 2022 | 24 |
MUB | ISHARES TR NATL MUNBD ... | 11 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2022 | 24 |
VUG | VANGUARD INDEX FDS | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 24 |
EFA | ISHARES TR MSCI EAFE ETF | 21 | 3 | 0.01% | 0.01% | 0.04% | Q3 2014 | Q4 2022 | 24 |
VGT | VANGUARD WORLD FDS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 24 |
CAT | CATERPILLAR INC DEL | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 24 |
SYK | STRYKER CORPORATION | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 24 |
OKE | ONEOK INC NEW | 22 | 1 | 0.00% | 0.17% | 0.36% | Q1 2017 | Q4 2022 | 23 |
TMUS | T-MOBILE US INC | 13 | 10 | 0.00% | 0.12% | 0.41% | Q1 2017 | Q4 2022 | 23 |
CLW | CLEARWATER PAPER CORP | 23 | 23 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q4 2022 | 23 |
ICUI | ICU MED INC | 23 | 23 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q4 2022 | 23 |
AGG | ISHARES TR CORE U S AG... | 22 | 1 | 0.01% | 0.05% | 0.30% | Q2 2015 | Q4 2022 | 23 |
WERN | WERNER ENTERPRISES INC | 23 | 23 | 0.01% | 0.05% | 0.07% | Q2 2017 | Q4 2022 | 23 |
ADBE | ADOBE SYSTEMS INCORPOR... | 23 | 23 | 0.00% | 0.05% | 0.10% | Q2 2017 | Q4 2022 | 23 |
GVA | GRANITE CONSTR INC | 23 | 23 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q4 2022 | 23 |
ABBV | ABBVIE INC | 23 | 23 | 0.01% | 0.03% | 0.32% | Q2 2017 | Q4 2022 | 23 |
IVV | ISHARES TR | 22 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2022 | 23 |
VTV | VANGUARD INDEX FDS VAN... | 22 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 23 |
MTD | METTLER TOLEDO INTERNA... | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 23 |
INFY | INFOSYS LTD | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 23 |
JNK | SPDR SER TR BARCLAYSHI... | 22 | 22 | 0.00% | 1.97% | 3.04% | Q4 2013 | Q1 2019 | 22 |
WTR | AQUA AMER INC COM | 22 | 22 | 0.31% | 0.39% | 0.51% | Q3 2014 | Q4 2019 | 22 |
ITOT | ISHARES TR | 22 | 22 | 0.00% | 0.35% | 1.46% | Q3 2017 | Q4 2022 | 22 |
VRSK | VERISK ANALYTICS INC | 22 | 22 | 0.16% | 0.32% | 0.40% | Q3 2017 | Q4 2022 | 22 |
BKR | BAKER HUGHES COMPANY | 22 | 22 | 0.13% | 0.30% | 0.45% | Q3 2017 | Q4 2022 | 22 |
BAC | BK OF AMERICA CORP | 22 | 22 | 0.01% | 0.27% | 0.54% | Q3 2017 | Q4 2022 | 22 |
PYPL | PAYPAL HLDGS INC | 22 | 22 | 0.00% | 0.17% | 0.47% | Q3 2017 | Q4 2022 | 22 |
UTX | UNITED TECHNOLOGIESCOR... | 22 | 22 | 0.00% | 0.08% | 0.14% | Q3 2014 | Q4 2019 | 22 |
HYG | ISHARES TR IBOXX $ HIG... | 18 | 1 | 0.00% | 0.02% | 0.22% | Q4 2015 | Q4 2022 | 22 |
IEMG | ISHARES INC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q4 2022 | 22 |
IWF | ISHARES TR | 22 | 22 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 22 |
CMF | ISHARES TR | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 22 |
DIA | SPDR DOW JONES INDL AV... | 21 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2022 | 22 |
FDX | FEDEX CORP | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 22 |
NEE | NEXTERA ENERGY INC | 21 | 21 | 0.23% | 0.43% | 0.52% | Q4 2017 | Q4 2022 | 21 |
IDCC | INTERDIGITAL INC | 21 | 21 | 0.05% | 0.08% | 0.15% | Q2 2017 | Q2 2022 | 21 |
BA | BOEING CO | 21 | 21 | 0.00% | 0.07% | 0.34% | Q4 2017 | Q4 2022 | 21 |
PETS | PETMED EXPRESS INC | 21 | 21 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q2 2022 | 21 |
SWX | SOUTHWEST GAS HOLDINGS... | 21 | 21 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2022 | 21 |
LLY | LILLY ELI & CO | 21 | 21 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q4 2022 | 21 |
BECN | BEACON ROOFING SUPPLY INC | 21 | 21 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 21 |
VFC | V F CORP | 21 | 21 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2022 | 21 |
BMY | BRISTOL MYERS SQUIBB C... | 20 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q4 2022 | 21 |
ADSK | AUTODESK INC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
C | CITIGROUP INC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2022 | 21 |
ACN | ACCENTURE PLC IRELAND | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 21 |
BABA | ALIBABA GROUP HLDG LTD | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
BSX | BOSTON SCIENTIFIC CORP... | 20 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q4 2022 | 21 |
AET | AETNA INC NEW COM | 20 | 20 | 0.47% | 0.72% | 0.97% | Q4 2013 | Q3 2018 | 20 |
IAC | IAC INTERACTIVECORPCOM... | 20 | 20 | 0.21% | 0.34% | 0.50% | Q3 2015 | Q2 2020 | 20 |
ALB | ALBEMARLE CORP | 20 | 20 | 0.17% | 0.30% | 0.49% | Q1 2018 | Q4 2022 | 20 |
PNW | PINNACLE WEST CAP CORP | 20 | 20 | 0.08% | 0.25% | 0.32% | Q1 2018 | Q4 2022 | 20 |
EHC | ENCOMPASS HEALTH CORP | 20 | 20 | 0.00% | 0.25% | 0.42% | Q1 2018 | Q4 2022 | 20 |
ECL | ECOLAB INC | 20 | 20 | 0.01% | 0.23% | 0.35% | Q1 2018 | Q4 2022 | 20 |
PPC | PILGRIMS PRIDE CORP NEW | 20 | 20 | 0.00% | 0.22% | 0.35% | Q1 2017 | Q4 2021 | 20 |
SYY | SYSCO CORP | 20 | 20 | 0.17% | 0.21% | 0.27% | Q1 2018 | Q4 2022 | 20 |
APC | ANADARKO PETE CORPCOM | 20 | 20 | 0.01% | 0.20% | 0.54% | Q3 2014 | Q2 2019 | 20 |
BND | VANGUARD BD INDEX FDS | 12 | 1 | 0.00% | 0.17% | 2.16% | Q4 2013 | Q4 2022 | 20 |
APD | AIR PRODS & CHEMS INC | 20 | 20 | 0.00% | 0.14% | 0.37% | Q1 2018 | Q4 2022 | 20 |
GILD | GILEAD SCIENCES INC | 20 | 20 | 0.00% | 0.12% | 0.46% | Q1 2018 | Q4 2022 | 20 |
CMS | CMS ENERGY CORP | 20 | 20 | 0.00% | 0.11% | 0.15% | Q1 2018 | Q4 2022 | 20 |
AXP | AMERICAN EXPRESS COMPANY | 16 | 4 | 0.00% | 0.08% | 0.72% | Q3 2014 | Q4 2022 | 20 |
FUL | FULLER H B CO | 20 | 20 | 0.03% | 0.06% | 0.08% | Q1 2018 | Q4 2022 | 20 |
HAIN | HAIN CELESTIAL GROUP INC | 20 | 20 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q4 2022 | 20 |
IJR | ISHARES TR | 18 | 1 | 0.00% | 0.05% | 0.48% | Q2 2017 | Q4 2022 | 20 |
COP | CONOCOPHILLIPS COM | 12 | 1 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q4 2022 | 20 |
AMD | ADVANCED MICRO DEVICES... | 16 | 4 | 0.00% | 0.05% | 0.30% | Q3 2014 | Q4 2022 | 20 |
EL | LAUDER ESTEE COS INC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 20 |
KMB | KIMBERLY-CLARK CORP | 20 | 20 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q4 2022 | 20 |
TJX | TJX COS INC NEW | 20 | 20 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 20 |
XEL | XCEL ENERGY INC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 20 |
ED | CONSOLIDATED EDISON INC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 20 |
PPG | PPG INDS INC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q4 2022 | 20 |
COUP | COUPA SOFTWARE INC | 14 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 20 |
ARE | ALEXANDRIA REALESTATE ... | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2020 | 20 |
LMT | LOCKHEED MARTIN CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 20 |
NTAP | NETAPP INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 20 |
PDBC | INVESCO ACTVELY MNGD E... | 19 | 19 | 0.87% | 1.43% | 2.10% | Q2 2018 | Q4 2022 | 19 |
ABT | ABBOTT LABS | 18 | 1 | 0.00% | 0.40% | 0.54% | Q4 2017 | Q4 2022 | 19 |
EVRG | EVERGY INC | 19 | 19 | 0.20% | 0.26% | 0.32% | Q2 2018 | Q4 2022 | 19 |
VTEB | VANGUARD MUN BD FDS | 19 | 19 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q4 2022 | 19 |
AWK | AMERICAN WTR WKS CO IN... | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 19 |
IFF | INTERNATIONAL FLAVORS&... | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 19 |
AGCO | AGCO CORP | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 19 |
CPB | CAMPBELL SOUP CO | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 19 |
XYL | XYLEM INC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 19 |
AVGO | BROADCOM INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
UNP | UNION PACIFIC CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
DHR | DANAHER CORPORATION | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
WEC | WEC ENERGY GROUP INCCOM | 12 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 19 |
ATHX | ATHERSYS INC NEW | 12 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 19 |
SHYG | ISHARES TR | 18 | 18 | 1.47% | 1.56% | 1.71% | Q3 2018 | Q4 2022 | 18 |
MON | MONSANTO CO NEW COM | 18 | 18 | 0.04% | 0.57% | 0.84% | Q4 2013 | Q1 2018 | 18 |
YELP | YELP INC CL A | 18 | 18 | 0.11% | 0.26% | 0.62% | Q4 2015 | Q1 2020 | 18 |
MAR | MARRIOTT INTL INC NEW | 18 | 18 | 0.00% | 0.12% | 0.39% | Q3 2018 | Q4 2022 | 18 |
VXUS | VANGUARD STAR FDS | 12 | 6 | 0.00% | 0.03% | 0.37% | Q1 2018 | Q4 2022 | 18 |
D | DOMINION ENERGY INC | 17 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q4 2022 | 18 |
XLF | SELECT SECTOR SPDR TR | 17 | 1 | 0.00% | 0.03% | 0.33% | Q4 2016 | Q4 2022 | 18 |
QQQ | INVESCO QQQ TR | 16 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 18 |
CLX | CLOROX CO DEL | 18 | 18 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2022 | 18 |
MASI | MASIMO CORP COM | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2022 | 18 |
WDAY | WORKDAY INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
SCHE | SCHWAB STRATEGIC TR | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 18 |
EEM | ISHARES TR | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 18 |
AMAT | APPLIED MATLS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 18 |
ESML | ISHARES TR | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
EMLC | VANECK VECTORS ETF TR | 17 | 17 | 1.04% | 1.36% | 1.53% | Q4 2018 | Q4 2022 | 17 |
IWB | ISHARES TR | 17 | 17 | 0.63% | 1.02% | 1.64% | Q4 2018 | Q4 2022 | 17 |
MCK | MCKESSON CORPCOM | 14 | 1 | 0.00% | 0.57% | 0.96% | Q4 2013 | Q4 2022 | 17 |
FSLR | FIRST SOLAR INC COM | 17 | 17 | 0.01% | 0.33% | 0.53% | Q3 2014 | Q3 2018 | 17 |
VAR | VARIAN MED SYS INC | 17 | 17 | 0.00% | 0.09% | 0.15% | Q1 2017 | Q1 2021 | 17 |
VXF | VANGUARD INDEX FDS | 17 | 17 | 0.01% | 0.09% | 0.93% | Q4 2018 | Q4 2022 | 17 |
NWN | NORTHWEST NAT HLDG CO | 17 | 17 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 17 |
LOCO | EL POLLO LOCO HLDGS INC | 17 | 17 | 0.00% | 0.05% | 0.07% | Q2 2017 | Q2 2021 | 17 |
CTSH | COGNIZANT TECHNOLOGY S... | 15 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 17 |
WBA | WALGREENS BOOTSALLIANC... | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 17 |
TMO | THERMO FISHER SCIENTIF... | 16 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 17 |
IVW | ISHARES TR | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
VHT | VANGUARD WORLD FDS | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
KMX | CARMAX INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
WPC | WP CAREY INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
VYM | VANGUARD WHITEHALL FDS... | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 17 |
YUM | YUM BRANDS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
PNC | PNC FINL SVCS GROUP INC | 9 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 17 |
HAL | HALLIBURTON CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 17 |
CHRW | C H ROBINSON WORLDWIDE... | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 17 |
DEO | DIAGEO PLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 17 |
EVLV | EVINE LIVE INCCL A COM... | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2019 | 17 |
F | FORD MTR CO DEL | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 17 |
ESGD | ISHARES TR | 16 | 16 | 0.56% | 1.37% | 2.00% | Q1 2019 | Q4 2022 | 16 |
ESGE | ISHARES INC | 16 | 16 | 0.24% | 0.59% | 0.84% | Q1 2019 | Q4 2022 | 16 |
VVV | VALVOLINE INC | 16 | 16 | 0.00% | 0.17% | 0.30% | Q2 2018 | Q1 2022 | 16 |
AAL | AMERICAN AIRLS GROUPIN... | 14 | 2 | 0.00% | 0.07% | 0.23% | Q1 2014 | Q1 2018 | 16 |
SCHW | THE CHARLES SCHWAB COR... | 16 | 16 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q4 2022 | 16 |
FIBK | FIRST INTST BANCSYSTEM... | 16 | 16 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q4 2022 | 16 |
BKNG | BOOKING HOLDINGS INC | 16 | 16 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
AEP | AMERICAN ELEC PWR INC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 16 |
VCR | VANGUARD WORLD FDS | 15 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q4 2022 | 16 |
AA | ALCOA CORP | 16 | 16 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2022 | 16 |
DPZ | DOMINOS PIZZA INC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2022 | 16 |
GLD | SPDR GOLD TRUST | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 16 |
TXN | TEXAS INSTRS INC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 16 |
FISV | FISERV INC COM | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 16 |
IDXX | IDEXX LABS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
MRKR | MARKER THERAPEUTICS INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 16 |
BHI | BAKER HUGHES INC COM | 15 | 15 | 0.45% | 0.73% | 0.95% | Q4 2013 | Q2 2017 | 15 |
HSY | HERSHEY CO COM | 11 | 2 | 0.00% | 0.55% | 0.84% | Q4 2013 | Q4 2022 | 15 |
DD | DUPONT DE NEMOURS INC | 15 | 15 | 0.21% | 0.38% | 0.47% | Q2 2019 | Q4 2022 | 15 |
DOW | DOW INC | 15 | 15 | 0.20% | 0.30% | 0.40% | Q2 2019 | Q4 2022 | 15 |
COG | COTERRA ENERGY INC | 15 | 15 | 0.14% | 0.22% | 0.29% | Q2 2019 | Q4 2022 | 15 |
EA | ELECTRONIC ARTS INC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2022 | 15 |
AGN | ALLERGAN PLCCOM SHSISI... | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 15 |
XLY | SELECT SECTOR SPDR TR | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 15 |
VFH | VANGUARD WORLD FDS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 15 |
FBC | FLAGSTAR BANCORP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 15 |
NVO | NOVO-NORDISK A S | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 |
WRB | BERKLEY W R CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
SCZ | ISHARES TR | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
UBS AG LONDON BRH | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 | |
CI | CIGNA CORP NEW | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 15 |
DVY | ISHARES TR | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
CSX | CSX CORP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
FLR | FLUOR CORP NEW COM | 14 | 14 | 0.03% | 0.63% | 0.90% | Q4 2013 | Q1 2017 | 14 |
HLS | HEALTHSOUTH CORP COMNEW | 14 | 14 | 0.04% | 0.30% | 0.44% | Q3 2014 | Q4 2017 | 14 |
LHX | L3HARRIS TECHNOLOGIES INC | 14 | 14 | 0.24% | 0.27% | 0.32% | Q3 2019 | Q4 2022 | 14 |
SCI | SERVICE CORP INTL | 14 | 14 | 0.22% | 0.25% | 0.32% | Q3 2019 | Q4 2022 | 14 |
IPHS | INNOPHOS HOLDINGS INC | 14 | 14 | 0.05% | 0.20% | 0.39% | Q3 2014 | Q4 2017 | 14 |
EW | EDWARDS LIFESCIENCES CORP | 12 | 2 | 0.00% | 0.13% | 0.31% | Q1 2019 | Q4 2022 | 14 |
DISH | DISH NETWORK CORP CLA | 14 | 14 | 0.04% | 0.09% | 0.14% | Q3 2014 | Q4 2017 | 14 |
TGI | TRIUMPH GROUP INCNEW COM | 14 | 14 | 0.02% | 0.08% | 0.31% | Q3 2016 | Q4 2019 | 14 |
MDB | MONGODB INC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q4 2022 | 14 |
VIS | VANGUARD WORLD FDS | 9 | 5 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q4 2022 | 14 |
TGT | TARGET CORP | 12 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 14 |
XLV | SELECT SECTOR SPDR TR | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 14 |
LRCX | LAM RESEARCH CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
BDX | BECTON DICKINSON & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
AZN | ASTRAZENECA PLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 14 |
DE | DEERE & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 14 |
DELL | DELL TECHNOLOGIES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
MMC | MARSH & MCLENNAN COS INC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 14 |
SDY | SPDR SER TR | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 14 |
CNI | CANADIAN NATL RY CO | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 14 |
MTUM | ISHARES TR | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
SBAC | SBA COMMUNICATIONSCORP... | 13 | 13 | 0.57% | 0.76% | 0.90% | Q4 2013 | Q4 2016 | 13 |
LVLT | LEVEL 3COMMUNICATIONS ... | 13 | 13 | 0.05% | 0.37% | 0.46% | Q3 2014 | Q3 2017 | 13 |
FTNT | FORTINET INC | 11 | 2 | 0.20% | 0.32% | 0.51% | Q3 2019 | Q4 2022 | 13 |
CMG | CHIPOTLE MEXICAN GRILL... | 13 | 13 | 0.02% | 0.32% | 0.48% | Q4 2019 | Q4 2022 | 13 |
TWLO | TWILIO INC | 13 | 13 | 0.11% | 0.30% | 0.52% | Q4 2019 | Q4 2022 | 13 |
UBER | UBER TECHNOLOGIES INC | 13 | 13 | 0.00% | 0.25% | 0.40% | Q4 2019 | Q4 2022 | 13 |
IEFA | ISHARES TR | 10 | 1 | 0.00% | 0.04% | 0.53% | Q4 2018 | Q4 2022 | 13 |
SCHH | SCHWAB STRATEGIC TR | 12 | 1 | 0.01% | 0.03% | 0.23% | Q1 2017 | Q4 2022 | 13 |
SLB | SCHLUMBERGER LTD COMIS... | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 13 |
BLK | BLACKROCK INC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 13 |
SHOP | SHOPIFY INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
MDY | SPDR S&P MIDCAP 400 ET... | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 13 |
SQ | SQUARE INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 13 |
PAYC | PAYCOM SOFTWARE INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
PRF | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
VCIT | VANGUARD SCOTTSDALE FDS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
TFC | TRUIST FINL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
ACWX | ISHARES TR | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
IWR | ISHARES TR | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
NOC | NORTHROP GRUMMAN CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
USB | US BANCORP DEL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 13 |
SCHM | SCHWAB STRATEGIC TR | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
DD | DU PONT E I DENEMOURS ... | 12 | 12 | 0.05% | 0.39% | 0.77% | Q3 2014 | Q2 2017 | 12 |
SHW | SHERWIN WILLIAMS CO | 12 | 12 | 0.30% | 0.36% | 0.45% | Q1 2020 | Q4 2022 | 12 |
WTRG | ESSENTIAL UTILS INC | 12 | 12 | 0.22% | 0.24% | 0.30% | Q1 2020 | Q4 2022 | 12 |
PX | PRAXAIR INCCOM | 12 | 12 | 0.02% | 0.09% | 0.13% | Q3 2014 | Q2 2017 | 12 |
BCPC | BALCHEM CORP | 12 | 12 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q4 2022 | 12 |
YETI | YETI HLDGS INC | 12 | 12 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q4 2022 | 12 |
XLE | SELECT SECTOR SPDR TR | 12 | 12 | 0.00% | 0.03% | 0.15% | Q1 2020 | Q4 2022 | 12 |
DISCA | DISCOVERY INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 12 |
XLU | SELECT SECTOR SPDR TR | 12 | 12 | 0.00% | 0.02% | 0.12% | Q1 2020 | Q4 2022 | 12 |
NI | NISOURCE INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
XLK | SELECT SECTOR SPDR TR | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
INTU | INTUIT | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
VOE | VANGUARD INDEX FDS | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 12 |
WTM | WHITE MTNS INS GROUP LTD | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 12 |
EMR | EMERSON ELEC CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
KLAC | KLA CORPORATION | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
PSX | PHILLIPS 66 | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 12 |
EXLS | EXLSERVICE HOLDINGS INC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 12 |
SOXX | ISHARES TR | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
UL | UNILEVER PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 12 |
ROK | ROCKWELL AUTOMATION INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 12 |
HPQ | HP INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 12 |
IWO | ISHARES TR | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 12 |
XBI | SPDR SER TR | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
MPC | MARATHON PETE CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 12 |
IYW | ISHARES TR | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
CDW | CDW CORP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
WIP | SPDR SER TR DB INTL GO... | 11 | 11 | 0.48% | 0.62% | 0.84% | Q4 2013 | Q2 2016 | 11 |
ESGU | ISHARES TR | 11 | 11 | 0.16% | 0.29% | 0.35% | Q2 2020 | Q4 2022 | 11 |
DSI | ISHARES TR | 11 | 11 | 0.00% | 0.08% | 0.16% | Q1 2018 | Q3 2020 | 11 |
LUMN | CENTURYLINK INC COM | 10 | 1 | 0.00% | 0.07% | 0.12% | Q4 2014 | Q4 2017 | 11 |
ADS | ALLIANCE DATA SYSTEMS ... | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q4 2019 | 11 |
ILMN | ILLUMINA INC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
SEMG | SEMGROUP CORP | 11 | 11 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2019 | 11 |
SDOCQ | SANDRIDGE ENERGY INCCOM | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2016 | 11 |
VBK | VANGUARD INDEX FDS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 11 |
MELI | MERCADOLIBRE INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
BRKA | BERKSHIRE HATHAWAY INC... | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
RWX | SPDR INDEX SHS FDS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
MS | MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
IVE | ISHARES TR | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
IWV | ISHARES TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
ISRG | INTUITIVE SURGICAL INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
HALO | HALOZYME THERAPEUTICS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
IBB | ISHARES TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
ATVI | ACTIVISION BLIZZARD INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 11 |
GPN | GLOBAL PMTS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
LULU | LULULEMON ATHLETICA INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 11 |
MSI | MOTOROLA SOLUTIONS INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 11 |
PRFZ | INVESCO EXCHANGE TRADE... | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 11 |
MNKD | MANNKIND CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
PDBC | POWERSHARES ACT MANG C... | 10 | 10 | 0.03% | 1.82% | 2.16% | Q4 2015 | Q1 2018 | 10 |
EMLC | MARKET VECTORS ETF TR ... | 10 | 10 | 1.50% | 1.67% | 2.04% | Q4 2013 | Q1 2016 | 10 |
EMLC | VANECK VECTORS ETFTR J... | 10 | 10 | 1.27% | 1.52% | 1.76% | Q2 2016 | Q3 2018 | 10 |
PMC | PHARMERICA CORP COM | 10 | 10 | 0.22% | 0.61% | 1.12% | Q4 2013 | Q1 2016 | 10 |
WIN | WINDSTREAM HLDGS INCCO... | 10 | 10 | 0.00% | 0.32% | 0.50% | Q2 2015 | Q3 2017 | 10 |
ROP | ROPER TECHNOLOGIES INC | 10 | 10 | 0.25% | 0.27% | 0.31% | Q3 2020 | Q4 2022 | 10 |
MTCH | MATCH GROUP INC NEW | 10 | 10 | 0.14% | 0.26% | 0.37% | Q3 2020 | Q4 2022 | 10 |
LLL | L3 TECHNOLOGIES INC | 10 | 10 | 0.08% | 0.25% | 0.31% | Q1 2017 | Q2 2019 | 10 |
CORE | CORE MARK HOLDING CO INC | 10 | 10 | 0.05% | 0.19% | 0.46% | Q3 2014 | Q4 2016 | 10 |
RGP | RESOURCES CONNECTION I... | 10 | 10 | 0.01% | 0.04% | 0.18% | Q1 2014 | Q2 2016 | 10 |
EXPD | EXPEDITORS INTL WASH INC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 10 |
BFAM | BRIGHT HORIZONS FAM SO... | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 10 |
ILF | ISHARES TR LATINAMER 4... | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2019 | 10 |
CRWD | CROWDSTRIKE HLDGS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
ASML | ASML HOLDING N V | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
SCHD | SCHWAB STRATEGIC TR | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 10 |
XLI | SELECT SECTOR SPDR TR | 10 | 10 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q4 2022 | 10 |
XT | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
RTX | RAYTHEON TECHNOLOGIES ... | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 10 |
TSM | TAIWAN SEMICONDUCTOR M... | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
MCO | MOODYS CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
IJK | ISHARES TR | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
VOT | VANGUARD INDEX FDS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 10 |
RSP | INVESCO EXCHANGE TRADE... | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 10 |
BIIB | BIOGEN INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 10 |
SAP | SAP SE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
IJJ | ISHARES TR | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
SPMD | SPDR SER TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
ICSH | ISHARES TR | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
FNDF | SCHWAB STRATEGIC TR | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
GLW | CORNING INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 10 |
ENG | ENGLOBAL CORP COM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
ZTS | ZOETIS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
AFL | AFLAC INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
GNW | GENWORTH FINL INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
DBC | POWERSHARES DB COMMODI... | 9 | 9 | 0.01% | 1.99% | 2.61% | Q4 2013 | Q4 2015 | 9 |
NRG | NRG ENERGY INC COM NEW | 9 | 9 | 0.24% | 0.58% | 0.96% | Q4 2013 | Q4 2015 | 9 |
MNST | MONSTER BEVERAGE CORP NEW | 9 | 9 | 0.27% | 0.34% | 0.44% | Q4 2020 | Q4 2022 | 9 |
DKS | DICKS SPORTING GOODSIN... | 9 | 9 | 0.05% | 0.28% | 0.48% | Q4 2015 | Q4 2017 | 9 |
NET | CLOUDFLARE INC | 9 | 9 | 0.10% | 0.19% | 0.34% | Q4 2020 | Q4 2022 | 9 |
PCG | PG&E CORP COM | 7 | 2 | 0.00% | 0.12% | 0.23% | Q1 2016 | Q4 2020 | 9 |
BILL | BILL COM HLDGS INC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2022 | 9 |
NJR | NEW JERSEY RES | 9 | 9 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q2 2019 | 9 |
COLM | COLUMBIA SPORTSWEAR CO | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2021 | 9 |
REET | ISHARES TR | 8 | 1 | 0.00% | 0.01% | 0.10% | Q3 2020 | Q4 2022 | 9 |
ZS | ZSCALER INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
XLP | SELECT SECTOR SPDR TR | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2022 | 9 |
HEOP | HERITAGE OAKSBANCORP COM | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 9 |
RHT | RED HAT INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 9 |
ANTM | ELEVANCE HEALTH INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
PLD | PROLOGIS INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
TRMB | TRIMBLE INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
CG | CARLYLE GROUP L P | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
NOW | SERVICENOW INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 9 |
COF | CAPITAL ONE FINL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
EMB | ISHARES TR | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 9 |
IWS | ISHARES TR | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
MDT | MEDTRONIC PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
PEGA | PEGASYSTEMS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 9 |
MGK | VANGUARD WORLD FD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 9 |
RCUS | ARCUS BIOSCIENCES INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
CPG | CRESCENT PT ENERGY CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
SUSA | ISHARES TR | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
CTAS | CINTAS CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
RIG | TRANSOCEAN LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
VGIT | VANGUARD SCOTTSDALE FDS | 7 | 1 | 0.00% | 0.39% | 3.14% | Q1 2020 | Q4 2022 | 8 |
RSTK LINKEDIN CORP | 8 | 8 | 0.13% | 0.34% | 0.78% | Q4 2014 | Q3 2016 | 8 | |
IRBT | IROBOT CORP COM | 8 | 8 | 0.02% | 0.30% | 0.37% | Q2 2015 | Q1 2017 | 8 |
EVER | EVERBANK FINL CORP COM | 8 | 8 | 0.21% | 0.29% | 0.36% | Q3 2014 | Q2 2016 | 8 |
IBKR | INTERACTIVE BROKERS GR... | 8 | 8 | 0.21% | 0.22% | 0.25% | Q1 2021 | Q4 2022 | 8 |
RHI | ROBERT HALF INTL INC | 8 | 8 | 0.05% | 0.17% | 0.38% | Q3 2014 | Q2 2016 | 8 |
ALLY | ALLY FINL INC | 8 | 8 | 0.01% | 0.17% | 0.30% | Q1 2018 | Q4 2019 | 8 |
RSP | RYDEX ETF TR GUGGENHEI... | 8 | 8 | 0.04% | 0.09% | 0.17% | Q4 2013 | Q3 2015 | 8 |
MSCI | MSCI INC | 8 | 8 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q4 2022 | 8 |
TREX | TREX CO INC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 8 |
HLT | HILTON WORLDWIDE HLDGS... | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
WAT | WATERS CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
SLQT | SELECTQUOTE INC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q4 2022 | 8 |
HRS | HARRIS CORP DEL | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
ROST | ROSS STORES INC | 5 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2021 | 8 |
SCHG | SCHWAB STRATEGIC TR | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 8 |
KFY | KORN FERRY INTL | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 8 |
GIB | CGI INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
WIT | WIPRO LTD | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
ICLN | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
BSY | BENTLEY SYS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
OEF | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 8 |
IYY | ISHARES TR | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 8 |
CDNS | CADENCE DESIGN SYSTEM INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
LIT | GLOBAL X FDS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
VMW | VMWARE INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 8 |
NVS | NOVARTIS AG | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 8 |
MU | MICRON TECHNOLOGY INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 8 |
FNDA | SCHWAB STRATEGIC TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
TTD | THE TRADE DESK INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
IWP | ISHARES TR | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 8 |
NYF | ISHARES TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
HPE | HEWLETT PACKARD ENTERP... | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
TAN | INVESCO EXCH TRADED FD... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
SLV | ISHARES SILVER TR | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
FAN | FIRST TR EXCHANGE-TRAD... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
TXMD | THERAPEUTICSMD INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
IAU | ISHARES GOLD TR | 7 | 7 | 2.05% | 2.25% | 2.46% | Q2 2021 | Q4 2022 | 7 |
DWDP | DOWDUPONT INC | 7 | 7 | 0.57% | 0.71% | 0.82% | Q3 2017 | Q1 2019 | 7 |
DWA | DREAMWORKS ANIMATION S... | 7 | 7 | 0.27% | 0.42% | 0.49% | Q3 2014 | Q1 2016 | 7 |
SBAC | SBA COMMUNICATIONS COR... | 6 | 1 | 0.00% | 0.26% | 0.37% | Q1 2017 | Q4 2021 | 7 |
HWC | HANCOCK WHITNEY CORPOR... | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2022 | 7 |
BLL | BALL CORP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
CNS | COHEN & STEERS INC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q2 2017 | Q4 2018 | 7 |
DFUS | DIMENSIONAL ETF TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
MDLZ | MONDELEZ INTL INC CL A | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 7 |
EBAY | EBAY INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2020 | 7 |
BV | BAZAARVOICE INC COM | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
STI | SUNTRUST BKS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
IMDZ | IMMUNE DESIGN CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 7 |
DBEU | DBX ETF TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
ABNB | AIRBNB INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
UBSI | UNITED BANKSHARES INC ... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 7 |
SPLK | SPLUNK INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
TWTR | TWITTER INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 7 |
PEG | PUBLIC SVC ENTERPRISE ... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 7 |
DFAT | DIMENSIONAL ETF TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
DFAC | DIMENSIONAL ETF TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
TRV | TRAVELERS COMPANIES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 7 |
FNDX | SCHWAB STRATEGIC TR | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
SCHV | SCHWAB STRATEGIC TR | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
TT | TRANE TECHNOLOGIES PLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
VTIP | VANGUARD MALVERN FDS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
TEL | TE CONNECTIVITY LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
QCLN | FIRST TR EXCHANGE-TRAD... | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
PRGO | PERRIGO CO PLC SHS ISI... | 6 | 6 | 0.58% | 0.79% | 0.91% | Q4 2013 | Q1 2015 | 6 |
GOOG | GOOGLE INC CL C N/C EF... | 6 | 6 | 0.40% | 0.64% | 0.90% | Q2 2014 | Q3 2015 | 6 |
WIN | WINDSTREAM HLDGS INC COM | 6 | 6 | 0.22% | 0.55% | 0.87% | Q4 2013 | Q1 2015 | 6 |
ONB | OLD NATL BANCORP INDCOM | 6 | 6 | 0.15% | 0.25% | 0.35% | Q3 2016 | Q4 2017 | 6 |
DAR | DARLING INGREDIENTS INC | 6 | 6 | 0.11% | 0.22% | 0.30% | Q3 2021 | Q4 2022 | 6 |
VSM | VERSUM MATLS INC | 6 | 6 | 0.00% | 0.18% | 0.25% | Q4 2017 | Q1 2019 | 6 |
TXG | 10X GENOMICS INC | 6 | 6 | 0.02% | 0.09% | 0.21% | Q3 2020 | Q4 2021 | 6 |
BBBY | BED BATH & BEYOND INC | 6 | 6 | 0.01% | 0.08% | 0.13% | Q1 2017 | Q2 2018 | 6 |
HES | HESS CORP COM | 6 | 6 | 0.03% | 0.06% | 0.08% | Q3 2014 | Q4 2015 | 6 |
AGR | AVANGRID INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 6 |
BETR | AMPLIFY SNACK BRANDSIN... | 6 | 6 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q4 2017 | 6 |
NWN | NORTHWEST NAT GAS CO | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2018 | 6 |
PD | PAGERDUTY INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
QQQ | POWERSHARES QQQ TRUST | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
TIF | TIFFANY & CO NEW | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
XLB | SELECT SECTOR SPDR TR | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 6 |
VSGX | VANGUARD WORLD FD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
LUV | SOUTHWEST AIRLS CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 6 |
VGK | VANGUARD INTL EQUITY I... | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 6 |
BP | BP PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
ZM | ZOOM VIDEO COMMUNICATI... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
CHGG | CHEGG INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
HUM | HUMANA INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 6 |
DAL | DELTA AIR LINES INC DEL | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 6 |
RBLX | ROBLOX CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
FDN | FIRST TR EXCHANGE-TRAD... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 6 |
A | AGILENT TECHNOLOGIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
SIVB | SVB FINANCIAL GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
VRTX | VERTEX PHARMACEUTICALS... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
FSK | FS KKR CAP CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PANW | PALO ALTO NETWORKS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
SPOK | SPOK HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
ZEST | ECOARK HLDGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
VERU | VERU INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
ELTP | ELITEPHARMACEUTICALS I... | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 6 |
GNCA | GENOCEA BIOSCIENCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SCHP | SCHWAB STRATEGIC TR | 5 | 5 | 0.03% | 1.64% | 2.18% | Q4 2021 | Q4 2022 | 5 |
CYN | CITY NATL CORP | 5 | 5 | 0.56% | 0.80% | 0.92% | Q4 2013 | Q4 2014 | 5 |
NU | NORTHEAST UTILITIES | 5 | 5 | 0.60% | 0.75% | 0.82% | Q4 2013 | Q4 2014 | 5 |
MDT | MEDTRONIC INC COM | 5 | 5 | 0.02% | 0.68% | 0.87% | Q4 2013 | Q4 2014 | 5 |
EMC | EMC CORP COM | 5 | 5 | 0.47% | 0.67% | 0.77% | Q3 2014 | Q3 2015 | 5 |
GOOGL | GOOGLE INC CL A | 4 | 1 | 0.02% | 0.39% | 0.99% | Q4 2013 | Q1 2015 | 5 |
AWAY | HOMEAWAY INC COM | 5 | 5 | 0.25% | 0.37% | 0.42% | Q3 2014 | Q3 2015 | 5 |
VRA | VERA BRADLEY INC COM | 5 | 5 | 0.23% | 0.29% | 0.37% | Q3 2014 | Q3 2015 | 5 |
EBND | SPDR SER TR | 5 | 5 | 0.02% | 0.27% | 0.45% | Q4 2021 | Q4 2022 | 5 |
GXP | GREAT PLAINS ENERGY INC | 5 | 5 | 0.01% | 0.17% | 0.26% | Q1 2017 | Q1 2018 | 5 |
S | SPRINT CORP | 5 | 5 | 0.02% | 0.10% | 0.17% | Q1 2017 | Q1 2018 | 5 |
WFM | WHOLE FOODS MKT INCCOM | 5 | 5 | 0.03% | 0.10% | 0.13% | Q2 2016 | Q2 2017 | 5 |
BUFF | BLUE BUFFALO PET PRODS... | 5 | 5 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q1 2018 | 5 |
RSTK ALEXANDRIA REALES... | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 5 | |
WWD | WOODWARD INC COM | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2017 | 5 |
LZ | LEGALZOOM COM INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
XENT | INTERSECT ENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
VPL | VANGUARD INTL EQUITY I... | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
ONEQ | FIDELITY COMWLTH TR | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
CFLT | CONFLUENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
HLIO | HELIOS TECHNOLOGIES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
NAVITAS SEMICONDUCTOR ... | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 | |
GWRE | GUIDEWIRE SOFTWARE INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 5 |
QLD | PROSHARES TR | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
CG | CARLYLE GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
CREDIT SUISSE NASSAU BRH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 5 | |
VONG | VANGUARD SCOTTSDALE FDS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 5 |
USMV | ISHARES TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
SONO | SONOS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
EOG | EOG RES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EFV | ISHARES TR | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 5 |
GENERAL ELECTRIC CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 | |
CB | CHUBB LIMITED | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
STZ | CONSTELLATION BRANDS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
CTVA | CORTEVA INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 5 |
VTWO | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NMFC | NEW MTN FIN CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CHTR | CHARTER COMMUNICATIONS... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
ORLY | OREILLY AUTOMOTIVE INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
AZO | AUTOZONE INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SCHC | SCHWAB STRATEGIC TR | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
IWN | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
IYR | ISHARES TR | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TRVN | TREVENA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
ANDV | ANDEAVOR | 4 | 4 | 0.02% | 0.13% | 0.28% | Q3 2017 | Q2 2018 | 4 |
BTU | PEABODY ENERGY CORP COM | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q2 2015 | 4 |
SCG | SCANA CORP NEW | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2017 | 4 |
CALIFORNIA REPBANCORP COM | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 | |
BIL | SPDR SER TR | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 4 |
ETRN | EQUITRANS MIDSTREAM CORP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
REGN | REGENERON PHARMACEUTICALS | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2020 | 4 |
XLC | SELECT SECTOR SPDR TR | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 4 |
CDLX | CARDLYTICS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
SCHZ | SCHWAB STRATEGIC TR | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 4 |
SILK | SILK ROAD MEDICAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
SSO | PROSHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
MRNA | MODERNA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
EMXC | ISHARES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SHELL PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
PHILLIPS EDISON & CO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
ALGN | ALIGN TECHNOLOGY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CEPTON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 | |
SNAP | SNAP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TEAM | ATLASSIAN CORP PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
PHG | KONINKLIJKE PHILIPS N V | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HUBS | HUBSPOT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
BR | BROADRIDGE FINL SOLUTI... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
AON | AON PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
FSKR | FS KKR CAP CORP II | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
MBB | ISHARES TR | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
NCLH | NORWEGIAN CRUISE LINE ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
WY | WEYERHAEUSER CO | 3 | 3 | 0.76% | 0.80% | 0.83% | Q4 2013 | Q2 2014 | 3 |
BAX | BAXTER INTL INC COM | 2 | 1 | 0.00% | 0.42% | 0.73% | Q4 2014 | Q3 2019 | 3 |
BGRN | ISHARES TR | 3 | 3 | 0.20% | 0.20% | 0.22% | Q2 2022 | Q4 2022 | 3 |
CRRTQ | CARBO CERAMICS INC COM | 3 | 3 | 0.11% | 0.18% | 0.24% | Q3 2014 | Q1 2015 | 3 |
WARNER BROS DISCOVERY INC | 3 | 3 | 0.14% | 0.16% | 0.20% | Q2 2022 | Q4 2022 | 3 | |
PXD | PIONEER NAT RES COCOM | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
ACHERON PORTFOLIO CORP... | 3 | 3 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q2 2016 | 3 | |
ADX | ADAMS DIVERSIFIED EQUI... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
JNK | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 3 |
SNV | SYNOVUS FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 3 |
CSM | PROSHARES TR | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 3 |
EFAV | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
AVGO | BROADCOM LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
DIMENSIONAL ETF TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 | |
SPDW | SPDR INDEX SHS FDS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BOND | PIMCO ETF TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
ESGV | VANGUARD WORLD FD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BNET | BION ENVIROMENTALTECHN... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
SFIX | STITCH FIX INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CLB | CORE LABORATORIES N V | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 3 |
SPEM | SPDR INDEX SHS FDS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SIBN | SI-BONE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TFI | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 3 |
AVUV | AMERICAN CENTY ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ARKG | ARK ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
GSK | GSK PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SPLG | SPDR SER TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
NIO | NIO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MASS | 908 DEVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
U | UNITY SOFTWARE INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Z | ZILLOW GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PH | PARKER-HANNIFIN CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
NYT | NEW YORK TIMES CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
IAC | IAC INTERACTIVECORP NEW | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CMI | CUMMINS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
IEO | ISHARES TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
TRI | THOMSON REUTERS CORP. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SLY | SPDR SER TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
NLY | ANNALY CAPITAL MANAGEM... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ULVM | VICTORY PORTFOLIOS II | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
IGM | ISHARES TR | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
ETV | EATON VANCE TAX-MANAGE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
EXG | EATON VANCE TAX-MANAGE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
STT | STATE STR CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
RCL | ROYAL CARIBBEAN GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FRCMQ | FAIRPOINTCOMMUNICATION... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 3 |
QEP | QEP RESOURCES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
HYSR | HYPERSOLAR INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
STRO | SUTRO BIOPHARMA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
USA | LIBERTY ALL STAR EQUIT... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MGM | MGM RESORTS INTERNATIONAL | 2 | 2 | 0.17% | 0.19% | 0.20% | Q3 2022 | Q4 2022 | 2 |
DOW | DOW CHEM CO | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q2 2017 | 2 |
CPN | CALPINE CORP | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q2 2017 | 2 |
TSO | TESORO CORP | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q2 2017 | 2 |
FCN | FTI CONSULTING INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
FORGEROCK INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 | |
MDSO | MEDIDATA SOLUTIONS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
APIC | APIGEE CORPCOM STK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
LVS | LAS VEGAS SANDS CORPCOM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 2 |
OPWR | OPOWER INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
FTR | FRONTIER COMMUNICATION... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
BAND | BANDWIDTH INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
GVAL | CAMBRIA ETF TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CRC | CALIFORNIA RES CORP COM | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 2 |
BCR | BARD C R INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
LUCID GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 | |
TWX | TIME WARNER INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
DGRO | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 2 |
TMP | TOMPKINS FINANCIAL COR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CPNG | COUPANG INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
UN | UNILEVER N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 2 |
RTN | RAYTHEON CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
RPM | RPM INTL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AMRN | AMARIN CORP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SPLV | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VMC | VULCAN MATLS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
VGSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LYFT | LYFT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PGJ | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
EQL | ALPS ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
EB | EVENTBRITE INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MRVL | MARVELL TECHNOLOGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GLOB | GLOBANT S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MGC | VANGUARD WORLD FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
IXN | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IUSG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
LZB | LA Z BOY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
TQQQ | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
NTLA | INTELLIA THERAPEUTICS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TECH | BIO-TECHNE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CARR | CARRIER GLOBAL CORPORA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SPOT | SPOTIFY TECHNOLOGY S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
GIM | TEMPLETON GLOBAL INCOM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FNV | FRANCO NEV CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AVEM | AMERICAN CENTY ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TD | TORONTO DOMINION BK ONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WDC | WESTERN DIGITAL CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
WBS | WEBSTER FINL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GSK PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
VRAR | GLIMPSE GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DVN | DEVON ENERGY CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SPYG | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
ICF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
VERISANTE TECHNOLOGY I... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 | |
RAD | RITE AID CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
OMCL | OMNICELL COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
RWLK | REWALK ROBOTICS LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
USOG | UNITED STS OIL & GAS C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
LIBERTY MEDIA CORP DEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 | |
XSNX | XSUNX INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
SAFSD | SAFER SHOT INCCOM PAR ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ERIC | ERICSSON | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
RSMI | RIM SEMICONDUCTOR CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 2 |
GLEC | GLOBAL ECOLOGY CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
LYG | LLOYDS BANKING GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
100,000THS ENBRIDGE EN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 | |
USIG | ISHARES TR | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2022 | Q4 2022 | 1 |
NSR | NEUSTAR INC CL A | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
TIBX | TIBCO SOFTWARE INC COM | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q3 2014 | 1 |
APPS | DIGITAL TURBINE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MKTO | MARKETO INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
NRK | NUVEEN NEW YORK AMT- F... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
BIDU | BAIDU COM INC SPONS AD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CNST | CONSTELLATION PHARMCET... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
LECO | LINCOLN ELEC HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NWSA | NEWS CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RARE | ULTRAGENYX PHARMACEUTI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CTR | CLEARBRIDGE ENERGY MLP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
GMED | GLOBUS MED INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SPLV | POWERSHARESEXCHANGE-TR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
AVIDXCHANGE HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 | |
IGSB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SOLARWINDS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
FIHD | UBS AG LONDON BRH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MULE | MULESOFT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CORPORATE PROPERTYASSO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 | |
FFIV | F5 NETWORKS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GUNR | FLEXSHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
INCR | INC RESH HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SMH | VANECK VECTORS ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
IUSV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AABA | ALTABA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
QDEF | FLEXSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ENV | ENVESTNET INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HURN | HURON CONSULTING GROUP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
POLY | PLANTRONICS INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SENTIO HEALTHCAREPROPE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
MINT | PIMCO ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IXUS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DOCS | DOXIMITY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NVAX | NOVAVAX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EXC | EXELON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UDR | UDR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MIDD | MIDDLEBY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IEUR | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AVUS | AMERICAN CENTY ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CEF | SPROTT PHYSICAL GOLD &... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FMC | F M C CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FSK | FS KKR CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FATE | FATE THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LEO | DREYFUS STRATEGIC MUNS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FNDE | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DOV | DOVER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FVCB | FVCBANKCORP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DXCM | DEXCOM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CWI | SPDR INDEX SHS FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UPST | UPSTART HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CTB | COOPER TIRE & RUBR CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HTA | HEALTHCARE TR AMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VYMI | VANGUARD WHITEHALL FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
QUIK | QUICKLOGIC CORP CDT COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DIG | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CNL LIFESTYLEPROPERTIE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
IDA | IDACORP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XLG | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IJT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NYCB | NEW YORK CMNTY BANCORP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MORN | MORNINGSTAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DTN | WISDOMTREE TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WPX | WPX ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALL | ALLSTATE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KBS REIT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
KR | KROGER CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MKL | MARKEL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CRSP | CRISPR THERAPEUTICS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INVENTRUSTPROPERTIES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
WFTIQ | WEATHERFORD INTL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
IRT | INDEPENDENCE RLTY TR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IR | INGERSOLL RAND INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RH | RH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CDIR | CONCEPTS DIRECT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
VOOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RPD | RAPID7 INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OIH | VANECK ETF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OASPQ | OASIS PETE INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NULV | NUSHARES ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NULG | NUSHARES ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COUR | COURSERA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CCI | CROWN CASTLE INTL CORP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VIAC | PARAMOUNT GLOBAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ATKR | ATKORE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VSUL | VISUALANT INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SPIP | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
IJS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ENB | ENBRIDGE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPYD | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GNK | GENCO SHIPPING & TRADI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SFY | TIDAL ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DGS | WISDOMTREE TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DASH | DOORDASH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ATAX | AMERICA FIRST MULTIFAM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FPAY | FLEXSHOPPER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KEYS | KEYSIGHT TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SONY | SONY GROUP CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LH | LABORATORY CORP AMER H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ETN | EATON CORP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NOBL | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LC | LENDINGCLUB CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SRG | SERITAGE GROWTH PPTYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RIGS | ALPS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ET | ENERGY TRANSFER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PLRX | PLIANT THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PRIM | PRIMORIS SVCS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CCS | CENTURY CMNTYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CME | CME GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VT | VANGUARD INTL EQUITY I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ASYI | AISYSTEMS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
INO | INOVIO PHARMACEUTICALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IMBI | IMEDIA BRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ANY | SPHERE 3D CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HLXW | HELIX WIND CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BDGR | BLACK DRAGON RESOURCE ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SAN | BANCO SANTANDER S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LYLP | LOYALTYPOINT INC COM I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SPNG | SPONGETECH DELIVERY SY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FORUM ENERGY TECHNOLOG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 | |
XLPI | XCELPLUS INTL INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
FONIX CORP DEL COM PAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
VERDE MEDIA GROUP INC ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
TRTC | TERRA TECH CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
RIBS | SOUTHERN CONCEPTS REST... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
IBZT | IBIZ TECHNOLOGY CORP C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HTDS | HARD TO TREAT DISEASES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TAMB | TAMALPAIS BANCORP COM ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
UAMY | UNITED STATES ANTIMONY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HIGHLANDS REIT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
BWZ | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SFIO | SMOKEFREE INNOTEC INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
VISL | VISLINK TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
VTGN | VISTAGEN THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MZEIQ | MEDIZONE INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TADF | TACTICAL AIR DEFENSE S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
DIFFUSION PHARMACEUTIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 | |
HSHL | HOME SOLUTIONS HEALTH ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NOK | NOKIA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYMBID CORPCOM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
MRIB | MARANI BRANDS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NXCO | NEXICON INC COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GFGU | GETFUGU INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ICECURE MEDICAL LTD CA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
EXPO HLDGS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
SMAS | SOMATIC SYS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GOIG | GOIP GLOBAL INC COM NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GTLA | GT LEGEND AUTOMOTIVE H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
IMAGING DIAGNOSTIC SYS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
TIVU | TIVUS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CSLT | CASTLIGHT HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PBLSQ | PHOENIX ASSOCS LAND SY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
EENT | ENERGY & ENGINE TECHNO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SWET | SOLAR WIND ENERGY TOWE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Download |
The securities at the top of the list , including SCHWAB STRATEGIC TRINTL EQUITY ETF, VANGUARD INTL EQUITYINDEX FDS FTSEEMERGING MKTS ETF, and VANGUARD BD INDEX FDS, are the highest-conviction holdings of Personal Capital Advisors Corp.
The conviction is calculated by counting the number of quarters a security has been reported by Personal Capital Advisors Corp. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Personal Capital Advisors Corp owns currently or has owned in the past.