$232 Million is the total value of LifePlan Financial Group, Inc's 595 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 11.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LQD | Buy | ISHARES TRiboxx inv cp etf | $13,982,000 | +4.0% | 103,796 | +3.8% | 6.02% | -1.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $8,573,000 | +7.8% | 39,526 | -4.6% | 3.69% | +1.8% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $8,153,000 | +9.6% | 24,262 | +1.0% | 3.51% | +3.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $7,261,000 | +7.9% | 31,901 | -4.2% | 3.13% | +1.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $7,096,000 | +1.8% | 121,956 | +1.0% | 3.06% | -3.9% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $6,278,000 | +10.9% | 56,752 | +7.2% | 2.70% | +4.7% |
| ESGU | Buy | ISHARES TResg awr msci usa | $6,198,000 | +9.0% | 81,331 | +0.1% | 2.67% | +3.0% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $5,940,000 | +1.2% | 84,279 | +1.3% | 2.56% | -4.4% |
| EFG | Buy | ISHARES TReafe grwth etf | $5,834,000 | +8.9% | 64,908 | +0.7% | 2.51% | +2.8% |
| GOVT | Buy | ISHARES TRus treas bd etf | $5,471,000 | +1.9% | 195,736 | +2.0% | 2.36% | -3.8% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $5,442,000 | +15.0% | 25,321 | +6.8% | 2.34% | +8.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $5,185,000 | +3.6% | 42,352 | +1.9% | 2.23% | -2.1% |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $5,137,000 | -7.2% | 125,609 | -12.0% | 2.21% | -12.3% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $4,778,000 | +8.0% | 121,432 | -0.5% | 2.06% | +2.0% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $4,183,000 | -4.4% | 23,707 | -8.0% | 1.80% | -9.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $4,177,000 | +1.2% | 35,356 | -3.5% | 1.80% | -4.4% |
| SYE | Buy | SSGA ACTIVE ETF TRmfs sys cor eq | $3,514,000 | +19.9% | 39,892 | +11.9% | 1.51% | +13.2% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $3,234,000 | +6.9% | 14,598 | -0.2% | 1.39% | +0.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,228,000 | +0.6% | 40,884 | +0.0% | 1.39% | -5.0% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $3,113,000 | +3.7% | 98,949 | -0.0% | 1.34% | -2.0% |
| IGSB | Buy | ISHARES TR | $3,034,000 | +1.2% | 55,260 | +0.8% | 1.31% | -4.5% |
| RTM | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $2,974,000 | +20.6% | 25,444 | +5.3% | 1.28% | +13.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $2,920,000 | +5.3% | 41,571 | +2.4% | 1.26% | -0.6% |
| USMV | Sell | ISHARES TRmsci usa min vol | $2,889,000 | +5.0% | 45,326 | -0.1% | 1.24% | -0.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,861,000 | +18.3% | 10,298 | +5.4% | 1.23% | +11.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,788,000 | +4.1% | 26,676 | -0.8% | 1.20% | -1.7% |
| HEFA | Buy | ISHARES TRhdg msci eafe | $2,631,000 | +22.7% | 95,517 | +22.9% | 1.13% | +16.0% |
| ANGL | Buy | VANECK VECTORS ETF TRfallen angel hg | $2,605,000 | +37.1% | 87,601 | +32.3% | 1.12% | +29.6% |
| IEFA | Buy | ISHARES TRcore msci eafe | $2,588,000 | +6.3% | 42,940 | +0.8% | 1.11% | +0.4% |
| IXN | Buy | ISHARES TRglobal tech etf | $2,585,000 | +13.2% | 9,803 | +1.1% | 1.11% | +6.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,431,000 | +19.1% | 17,491 | +2.5% | 1.05% | +12.6% |
| VLUE | Buy | ISHARES TRmsci usa value | $2,380,000 | +3.7% | 32,255 | +1.6% | 1.02% | -2.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $2,313,000 | +0.8% | 17,313 | +0.8% | 1.00% | -4.8% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $2,206,000 | -1.2% | 18,106 | -1.1% | 0.95% | -6.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,189,000 | +10.8% | 12,420 | +3.1% | 0.94% | +4.7% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $2,183,000 | +1.6% | 78,633 | +1.1% | 0.94% | -4.1% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,038,000 | -17.5% | 18,853 | -22.3% | 0.88% | -22.1% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,927,000 | +6.0% | 43,845 | +3.5% | 0.83% | +0.1% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $1,894,000 | +15.3% | 6,320 | +1.8% | 0.82% | +8.8% |
| NEAR | Buy | ISHARES U S ETF TRsht mat bd etf | $1,616,000 | +0.7% | 32,246 | +0.4% | 0.70% | -4.9% |
| JNK | Sell | SPDR SER TRbloomberg brclys | $1,556,000 | -6.3% | 14,918 | -9.1% | 0.67% | -11.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $1,475,000 | +2.7% | 9,036 | +3.1% | 0.64% | -3.1% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,476,000 | +0.5% | 16,734 | +0.7% | 0.64% | -5.1% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $1,378,000 | +5.0% | 33,704 | -2.9% | 0.59% | -0.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,312,000 | +6.7% | 30,332 | -2.3% | 0.56% | +0.7% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $1,301,000 | -10.8% | 15,508 | -13.2% | 0.56% | -15.8% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,251,000 | +0.1% | 12,596 | -1.8% | 0.54% | -5.4% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $1,226,000 | +4.4% | 10,051 | +2.2% | 0.53% | -1.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,148,000 | +4.6% | 6,193 | +0.3% | 0.49% | -1.4% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $1,138,000 | +14.7% | 10,652 | +14.1% | 0.49% | +8.4% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,057,000 | +9.9% | 5,615 | -0.4% | 0.46% | +3.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $969,000 | +9.1% | 6,571 | -3.1% | 0.42% | +3.0% |
| IVE | ISHARES TRs&p 500 val etf | $916,000 | +3.9% | 8,149 | 0.0% | 0.39% | -2.0% | |
| NEE | NEXTERA ENERGY INC | $864,000 | +15.5% | 3,113 | 0.0% | 0.37% | +9.1% | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | $858,000 | +7.5% | 7,319 | 0.0% | 0.37% | +1.4% | |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $814,000 | +2.3% | 16,256 | +0.4% | 0.35% | -3.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $793,000 | +1.7% | 3,433 | -8.6% | 0.34% | -4.2% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $790,000 | +31.0% | 14,283 | +22.7% | 0.34% | +23.6% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $770,000 | +1.9% | 13,038 | -2.1% | 0.33% | -3.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $748,000 | +10.0% | 9,910 | +1.2% | 0.32% | +3.9% |
| LMT | LOCKHEED MARTIN CORP | $739,000 | +5.0% | 1,929 | 0.0% | 0.32% | -0.9% | |
| USRT | Sell | ISHARES TRcre u s reit etf | $709,000 | -5.5% | 16,213 | -6.1% | 0.30% | -10.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $709,000 | -3.9% | 11,135 | -8.2% | 0.30% | -9.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $708,000 | +5.8% | 4,157 | -2.7% | 0.30% | 0.0% |
| IWR | Buy | ISHARES TRrus mid cap etf | $703,000 | +8.7% | 12,254 | +1.5% | 0.30% | +2.7% |
| MUB | Sell | ISHARES TRnational mun etf | $677,000 | -0.3% | 5,842 | -0.6% | 0.29% | -6.1% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $655,000 | +8.4% | 3,786 | -0.9% | 0.28% | +2.5% |
| MSFT | Sell | MICROSOFT CORP | $601,000 | -0.8% | 2,858 | -4.0% | 0.26% | -6.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $594,000 | +3.7% | 6,171 | +1.3% | 0.26% | -1.9% |
| VAW | Sell | VANGUARD WORLD FDSmaterials etf | $589,000 | +10.3% | 4,373 | -1.3% | 0.25% | +4.5% |
| AAPL | Buy | APPLE INC | $590,000 | +46.0% | 5,097 | +360.0% | 0.25% | +38.0% |
| SPLB | Buy | SPDR SER TRportfolio ln cor | $569,000 | +14.5% | 17,895 | +14.2% | 0.24% | +7.9% |
| DTE | DTE ENERGY CO | $561,000 | +7.1% | 4,874 | 0.0% | 0.24% | +1.3% | |
| VOO | VANGUARD INDEX FDS | $549,000 | +8.5% | 1,785 | 0.0% | 0.24% | +2.2% | |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $546,000 | +7.3% | 10,890 | -4.0% | 0.24% | +1.3% |
| IVOO | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $539,000 | +4.5% | 4,295 | 0.0% | 0.23% | -1.3% | |
| JPIN | Buy | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $534,000 | +6.4% | 10,348 | +1.9% | 0.23% | +0.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $503,000 | +48.4% | 1,502 | +36.8% | 0.22% | +40.0% |
| IGIB | Sell | ISHARES TR | $493,000 | -25.9% | 8,110 | -26.3% | 0.21% | -30.0% |
| MCD | MCDONALDS CORP | $487,000 | +19.1% | 2,217 | 0.0% | 0.21% | +12.9% | |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $481,000 | +0.8% | 8,859 | +0.9% | 0.21% | -4.6% |
| IPKW | Sell | INVESCO EXCH TRADED FD TR IIintl buyback | $448,000 | +4.9% | 14,242 | -3.8% | 0.19% | -1.0% |
| PFE | PFIZER INC | $445,000 | +12.4% | 12,112 | 0.0% | 0.19% | +6.1% | |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $443,000 | +0.5% | 4,627 | -0.1% | 0.19% | -5.0% |
| ES | EVERSOURCE ENERGY | $432,000 | +0.5% | 5,167 | 0.0% | 0.19% | -5.1% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $421,000 | +15.7% | 2,740 | +9.8% | 0.18% | +9.0% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $417,000 | -8.8% | 8,260 | -14.0% | 0.18% | -13.5% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $404,000 | +2.5% | 12,384 | -1.7% | 0.17% | -3.3% |
| GLD | Buy | SPDR GOLD TR | $395,000 | +64.6% | 2,230 | +55.3% | 0.17% | +56.0% |
| SPAB | SPDR SER TRportfolio agrgte | $393,000 | 0.0% | 12,750 | 0.0% | 0.17% | -5.6% | |
| WEC | WEC ENERGY GROUP INC | $393,000 | +10.4% | 4,060 | 0.0% | 0.17% | +4.3% | |
| LSI | LIFE STORAGE INC | $391,000 | +10.8% | 3,716 | 0.0% | 0.17% | +4.3% | |
| PKG | PACKAGING CORP AMER | $391,000 | +9.2% | 3,586 | 0.0% | 0.17% | +3.1% | |
| SWK | STANLEY BLACK & DECKER INC | $381,000 | +16.5% | 2,347 | 0.0% | 0.16% | +10.1% | |
| LNT | ALLIANT ENERGY CORP | $361,000 | +8.1% | 6,980 | 0.0% | 0.16% | +2.0% | |
| TSLA | Buy | TESLA INC | $339,000 | +108.0% | 790 | +423.2% | 0.15% | +97.3% |
| XAR | Sell | SPDR SER TRaerospace def | $333,000 | -8.0% | 3,808 | -7.8% | 0.14% | -13.3% |
| ADP | AUTOMATIC DATA PROCESSING IN | $331,000 | -6.2% | 2,372 | 0.0% | 0.14% | -11.2% | |
| EZM | Sell | WISDOMTREE TRus midcap fund | $325,000 | +4.2% | 9,494 | -0.9% | 0.14% | -1.4% |
| SPTI | Sell | SPDR SER TRportfli intrmdit | $312,000 | -6.9% | 9,376 | -7.0% | 0.13% | -12.4% |
| IWL | Buy | ISHARES TRrus top 200 etf | $311,000 | +298.7% | 3,836 | +264.3% | 0.13% | +272.2% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $308,000 | +124.8% | 2,534 | +97.2% | 0.13% | +114.5% |
| IOO | Sell | ISHARES TRglobal 100 etf | $307,000 | -1.9% | 5,460 | -7.8% | 0.13% | -7.7% |
| T | Sell | AT&T INC | $302,000 | -13.7% | 10,576 | -8.7% | 0.13% | -18.8% |
| XLK | SELECT SECTOR SPDR TRtechnology | $299,000 | +12.0% | 2,559 | 0.0% | 0.13% | +5.7% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $297,000 | +8.0% | 5,536 | 0.0% | 0.13% | +2.4% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $288,000 | -1.7% | 2,443 | -1.5% | 0.12% | -7.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $287,000 | +49.5% | 3,463 | +48.8% | 0.12% | +40.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $285,000 | +0.7% | 3,527 | -1.9% | 0.12% | -4.7% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $284,000 | -10.1% | 6,077 | -9.8% | 0.12% | -15.3% |
| MBB | Sell | ISHARES TRmbs etf | $281,000 | -14.8% | 2,547 | -14.5% | 0.12% | -19.3% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $264,000 | +22.2% | 1,585 | +22.6% | 0.11% | +16.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $258,000 | +1620.0% | 827 | +1460.4% | 0.11% | +1485.7% |
| CWB | Buy | SPDR SER TRblmbrg brc cnvrt | $255,000 | +47.4% | 3,708 | +29.7% | 0.11% | +39.2% |
| D | Sell | DOMINION ENERGY INC | $240,000 | -45.3% | 3,043 | -43.8% | 0.10% | -48.5% |
| AGZ | Buy | ISHARES TRagency bond etf | $239,000 | +13.8% | 1,975 | +13.8% | 0.10% | +7.3% |
| IBM | INTERNATIONAL BUSINESS MACHS | $237,000 | +0.9% | 1,945 | 0.0% | 0.10% | -4.7% | |
| PEP | Sell | PEPSICO INC | $232,000 | -1.3% | 1,674 | -5.6% | 0.10% | -6.5% |
| DGRO | Buy | ISHARES TRcore div grwth | $222,000 | +212.7% | 5,583 | +195.6% | 0.10% | +200.0% |
| KMB | KIMBERLY CLARK CORP | $222,000 | +4.2% | 1,506 | 0.0% | 0.10% | -1.0% | |
| NI | NISOURCE INC | $223,000 | -3.0% | 10,123 | 0.0% | 0.10% | -8.6% | |
| XOM | Buy | EXXON MOBIL CORP | $222,000 | -22.4% | 6,453 | +0.8% | 0.10% | -26.2% |
| BMY | BRISTOL-MYERS SQUIBB CO | $216,000 | +2.4% | 3,584 | 0.0% | 0.09% | -3.1% | |
| BLL | BALL CORP | $216,000 | +19.3% | 2,600 | 0.0% | 0.09% | +12.0% | |
| USB | US BANCORP DEL | $213,000 | -2.7% | 5,952 | 0.0% | 0.09% | -8.0% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $214,000 | -23.6% | 4,222 | -23.8% | 0.09% | -28.1% |
| UPS | UNITED PARCEL SERVICE INCcl b | $214,000 | +49.7% | 1,286 | 0.0% | 0.09% | +41.5% | |
| WU | WESTERN UN CO | $205,000 | -1.0% | 9,585 | 0.0% | 0.09% | -6.4% | |
| AEE | Buy | AMEREN CORP | $202,000 | +12.8% | 2,558 | +0.6% | 0.09% | +6.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $199,000 | +4.2% | 5,449 | -1.2% | 0.09% | -1.1% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $199,000 | +2.6% | 7,451 | -6.3% | 0.09% | -2.3% |
| DON | Sell | WISDOMTREE TRus midcap divid | $200,000 | -1.0% | 6,927 | -2.8% | 0.09% | -6.5% |
| DIS | Buy | DISNEY WALT CO | $196,000 | +12.6% | 1,578 | +1.0% | 0.08% | +6.3% |
| IDA | IDACORP INC | $192,000 | -8.1% | 2,397 | 0.0% | 0.08% | -12.6% | |
| CME | CME GROUP INC | $191,000 | +2.7% | 1,142 | 0.0% | 0.08% | -3.5% | |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $191,000 | -13.2% | 6,333 | -16.4% | 0.08% | -18.0% |
| BA | Buy | BOEING CO | $187,000 | -5.1% | 1,133 | +5.3% | 0.08% | -10.0% |
| XSLV | Buy | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $184,000 | +0.5% | 5,553 | +3.0% | 0.08% | -4.8% |
| COMT | ISHARES U S ETF TR | $181,000 | +4.6% | 7,265 | 0.0% | 0.08% | -1.3% | |
| KO | Sell | COCA COLA CO | $179,000 | +7.2% | 3,620 | -3.3% | 0.08% | +1.3% |
| IGE | ISHARES TRnorth amern nat | $175,000 | -8.9% | 8,842 | 0.0% | 0.08% | -14.8% | |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $174,000 | +6.7% | 4,758 | -2.6% | 0.08% | +1.4% |
| IUSB | ISHARES TRcore total usd | $169,000 | 0.0% | 3,102 | 0.0% | 0.07% | -5.2% | |
| IEMG | Sell | ISHARES INCcore msci emkt | $169,000 | -2.3% | 3,209 | -11.6% | 0.07% | -7.6% |
| O | REALTY INCOME CORP | $168,000 | +2.4% | 2,762 | 0.0% | 0.07% | -4.0% | |
| IWB | ISHARES TRrus 1000 etf | $166,000 | +8.5% | 889 | 0.0% | 0.07% | +1.4% | |
| ACN | ACCENTURE PLC IRELAND | $165,000 | +5.1% | 731 | 0.0% | 0.07% | -1.4% | |
| SUI | SUN CMNTYS INC | $161,000 | +3.9% | 1,143 | 0.0% | 0.07% | -2.8% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $161,000 | +46.4% | 2,894 | +46.8% | 0.07% | +38.0% |
| JNJ | JOHNSON & JOHNSON | $157,000 | +6.1% | 1,053 | 0.0% | 0.07% | +1.5% | |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $157,000 | -10.3% | 1,420 | -11.4% | 0.07% | -15.0% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $156,000 | – | 1,200 | +100.0% | 0.07% | – |
| DJD | Buy | INVESCO EXCHANGE TRADED FD Tdj indl avg dv | $153,000 | +10.1% | 4,444 | +7.2% | 0.07% | +4.8% |
| NNN | NATIONAL RETAIL PROPERTIES I | $154,000 | -2.5% | 4,457 | 0.0% | 0.07% | -8.3% | |
| SPMO | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $151,000 | +14.4% | 3,031 | 0.0% | 0.06% | +8.3% | |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $146,000 | +170.4% | 1,560 | +169.4% | 0.06% | +152.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $146,000 | +18.7% | 3,152 | +0.2% | 0.06% | +12.5% |
| PICB | INVESCO EXCH TRADED FD TR IIintl corp bd | $143,000 | +4.4% | 5,105 | 0.0% | 0.06% | 0.0% | |
| STRM | STREAMLINE HEALTH SOLUTIONS | $140,000 | +16.7% | 90,000 | 0.0% | 0.06% | +9.1% | |
| AOM | Buy | ISHARES TRmodert alloc etf | $139,000 | +6.1% | 3,398 | +3.2% | 0.06% | 0.0% |
| MO | ALTRIA GROUP INC | $135,000 | -1.5% | 3,490 | 0.0% | 0.06% | -6.5% | |
| IGLB | Sell | ISHARES TR10+ yr invst grd | $132,000 | -7.0% | 1,871 | -7.7% | 0.06% | -12.3% |
| ED | CONSOLIDATED EDISON INC | $132,000 | +8.2% | 1,700 | 0.0% | 0.06% | +1.8% | |
| AMZN | AMAZON COM INC | $129,000 | +14.2% | 41 | 0.0% | 0.06% | +7.7% | |
| HDV | ISHARES TRcore high dv etf | $131,000 | -0.8% | 1,632 | 0.0% | 0.06% | -6.7% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $127,000 | -8.6% | 1,223 | -15.7% | 0.06% | -12.7% |
| CMBS | Buy | ISHARES TRcmbs etf | $127,000 | +1.6% | 2,283 | +0.0% | 0.06% | -3.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $126,000 | +26.0% | 592 | +5.3% | 0.05% | +17.4% |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $123,000 | +12.8% | 1,615 | 0.0% | 0.05% | +6.0% | |
| INTC | Sell | INTEL CORP | $124,000 | -23.5% | 2,401 | -11.3% | 0.05% | -28.4% |
| PIZ | INVESCO EXCH TRADED FD TR IIdwa dev mkts | $119,000 | +12.3% | 3,823 | 0.0% | 0.05% | +6.2% | |
| TD | TORONTO DOMINION BK ONT | $118,000 | +3.5% | 2,556 | 0.0% | 0.05% | -1.9% | |
| USFR | WISDOMTREE TRfloatng rat trea | $117,000 | 0.0% | 4,672 | 0.0% | 0.05% | -5.7% | |
| HEEM | Buy | ISHARES INCcur hd msci em | $116,000 | +31.8% | 4,292 | +20.9% | 0.05% | +25.0% |
| PNW | PINNACLE WEST CAP CORP | $113,000 | +1.8% | 1,510 | 0.0% | 0.05% | -3.9% | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $112,000 | +0.9% | 5,174 | 0.0% | 0.05% | -5.9% | |
| AFL | Buy | AFLAC INC | $111,000 | +1.8% | 3,062 | +0.8% | 0.05% | -4.0% |
| PNC | PNC FINL SVCS GROUP INC | $106,000 | +3.9% | 968 | 0.0% | 0.05% | 0.0% | |
| OEF | ISHARES TRs&p 100 etf | $107,000 | +9.2% | 687 | 0.0% | 0.05% | +2.2% | |
| FV | Sell | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $105,000 | -14.6% | 3,066 | -20.0% | 0.04% | -19.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $105,000 | -46.4% | 1,213 | -46.4% | 0.04% | -49.4% |
| BSCP | INVESCO EXCH TRD SLF IDX FD | $105,000 | +1.0% | 4,676 | 0.0% | 0.04% | -4.3% | |
| IAU | Buy | ISHARES GOLD TRUSTishares | $100,000 | +6.4% | 5,567 | +1.0% | 0.04% | 0.0% |
| CSCO | CISCO SYS INC | $97,000 | -15.7% | 2,468 | 0.0% | 0.04% | -19.2% | |
| BWX | Buy | SPDR SER TRblomberg intl tr | $95,000 | +2.2% | 3,218 | +0.1% | 0.04% | -2.4% |
| SO | SOUTHERN CO | $94,000 | +4.4% | 1,741 | 0.0% | 0.04% | -2.4% | |
| ICF | Buy | ISHARES TRcohen steer reit | $93,000 | +1.1% | 912 | +0.4% | 0.04% | -4.8% |
| SYV | SSGA ACTIVE ETF TRmfs sys val eq | $92,000 | +2.2% | 1,505 | 0.0% | 0.04% | -2.4% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $93,000 | +8.1% | 1,156 | 0.0% | 0.04% | +2.6% | |
| DRI | DARDEN RESTAURANTS INC | $92,000 | +33.3% | 914 | 0.0% | 0.04% | +29.0% | |
| BMO | BANK MONTREAL QUE | $94,000 | +9.3% | 1,613 | 0.0% | 0.04% | +2.6% | |
| OGE | OGE ENERGY CORP | $91,000 | -1.1% | 3,027 | 0.0% | 0.04% | -7.1% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $91,000 | +5.8% | 3,104 | 0.0% | 0.04% | 0.0% | |
| NKE | NIKE INCcl b | $91,000 | +28.2% | 721 | 0.0% | 0.04% | +21.9% | |
| IBND | Sell | SPDR SER TRblombrg brc intl | $90,000 | 0.0% | 2,540 | -5.2% | 0.04% | -4.9% |
| BSCN | INVESCO EXCH TRD SLF IDX FD | $90,000 | 0.0% | 4,115 | 0.0% | 0.04% | -4.9% | |
| JPUS | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $91,000 | +7.1% | 1,226 | 0.0% | 0.04% | 0.0% | |
| ESGD | ISHARES TResg aw msci eafe | $90,000 | +5.9% | 1,410 | 0.0% | 0.04% | 0.0% | |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $87,000 | +987.5% | 558 | +862.1% | 0.04% | +825.0% |
| XNTK | SPDR SER TRnyse tech etf | $87,000 | +19.2% | 732 | 0.0% | 0.04% | +12.1% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $86,000 | +11.7% | 1,563 | 0.0% | 0.04% | +5.7% | |
| BSCM | INVESCO EXCH TRD SLF IDX FD | $83,000 | 0.0% | 3,796 | 0.0% | 0.04% | -5.3% | |
| IMCB | ISHARES TRmrgstr md cp etf | $84,000 | +7.7% | 421 | 0.0% | 0.04% | 0.0% | |
| WFHY | WISDOMTREE TRus hgh yld corp | $83,000 | +3.8% | 1,652 | 0.0% | 0.04% | 0.0% | |
| ITM | Sell | VANECK VECTORS ETF TRintrmdt muni etf | $84,000 | -7.7% | 1,646 | -8.0% | 0.04% | -12.2% |
| ESGE | ISHARES INCesg awr msci em | $84,000 | +12.0% | 2,349 | 0.0% | 0.04% | +5.9% | |
| SYG | SSGA ACTIVE ETF TRmfs sys gwt eq | $81,000 | +11.0% | 747 | 0.0% | 0.04% | +6.1% | |
| ORCL | ORACLE CORP | $82,000 | +7.9% | 1,377 | 0.0% | 0.04% | 0.0% | |
| RAVI | FLEXSHARES TRready acc vari | $78,000 | 0.0% | 1,025 | 0.0% | 0.03% | -5.6% | |
| MKC | MCCORMICK & CO INC | $79,000 | +8.2% | 405 | 0.0% | 0.03% | +3.0% | |
| GIS | GENERAL MLS INC | $79,000 | 0.0% | 1,280 | 0.0% | 0.03% | -5.6% | |
| CVX | CHEVRON CORP NEW | $78,000 | -18.8% | 1,081 | 0.0% | 0.03% | -22.7% | |
| VZ | VERIZON COMMUNICATIONS INC | $76,000 | +7.0% | 1,280 | 0.0% | 0.03% | +3.1% | |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $77,000 | -21.4% | 2,497 | -21.7% | 0.03% | -26.7% |
| SRLN | SSGA ACTIVE ETF TRblkstn gsosrln | $75,000 | +4.2% | 1,668 | 0.0% | 0.03% | -3.0% | |
| EXR | EXTRA SPACE STORAGE INC | $72,000 | +16.1% | 670 | 0.0% | 0.03% | +10.7% | |
| AOR | Buy | ISHARES TRgrwt allocat etf | $72,000 | +7.5% | 1,479 | +2.4% | 0.03% | 0.0% |
| QCOM | QUALCOMM INC | $73,000 | +30.4% | 619 | 0.0% | 0.03% | +19.2% | |
| WMT | WALMART INC | $71,000 | +16.4% | 507 | 0.0% | 0.03% | +10.7% | |
| EEMV | ISHARES INCmsci emerg mrkt | $73,000 | +5.8% | 1,321 | 0.0% | 0.03% | 0.0% | |
| OKE | ONEOK INC NEW | $73,000 | -21.5% | 2,800 | 0.0% | 0.03% | -26.2% | |
| APD | AIR PRODS & CHEMS INC | $69,000 | +23.2% | 232 | 0.0% | 0.03% | +15.4% | |
| SDY | SPDR SER TRs&p divid etf | $69,000 | 0.0% | 752 | 0.0% | 0.03% | -3.2% | |
| TXN | TEXAS INSTRS INC | $70,000 | +12.9% | 490 | 0.0% | 0.03% | +7.1% | |
| AEP | AMERICAN ELEC PWR CO INC | $67,000 | +1.5% | 824 | 0.0% | 0.03% | -3.3% | |
| AON | AON PLC | $67,000 | +6.3% | 325 | 0.0% | 0.03% | 0.0% | |
| FITB | Buy | FIFTH THIRD BANCORP | $67,000 | +15.5% | 3,150 | +5.0% | 0.03% | +11.5% |
| IYM | Sell | ISHARES TRu.s. bas mtl etf | $64,000 | +8.5% | 652 | -2.0% | 0.03% | +3.7% |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $65,000 | 0.0% | 1,041 | 0.0% | 0.03% | -6.7% | |
| IPG | INTERPUBLIC GROUP COS INC | $60,000 | -1.6% | 3,578 | 0.0% | 0.03% | -7.1% | |
| AOA | Buy | ISHARES TRaggres alloc etf | $61,000 | +7.0% | 1,049 | +0.4% | 0.03% | 0.0% |
| AFG | AMERICAN FINL GROUP INC OHIO | $61,000 | +5.2% | 914 | 0.0% | 0.03% | 0.0% | |
| NUSC | NUSHARES ETF TRnuveen esg smlcp | $59,000 | +7.3% | 1,990 | 0.0% | 0.02% | 0.0% | |
| SYK | STRYKER CORPORATION | $57,000 | +14.0% | 275 | 0.0% | 0.02% | +8.7% | |
| DE | DEERE & CO | $59,000 | +40.5% | 265 | 0.0% | 0.02% | +31.6% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $58,000 | +5.5% | 390 | +2.1% | 0.02% | 0.0% |
| MDYG | SPDR SER TRs&p 400 mdcp grw | $57,000 | +7.5% | 987 | 0.0% | 0.02% | +4.2% | |
| IHDG | WISDOMTREE TRitl hdg qtly div | $55,000 | +3.8% | 1,512 | 0.0% | 0.02% | 0.0% | |
| WFC | WELLS FARGO CO NEW | $54,000 | -8.5% | 2,295 | 0.0% | 0.02% | -14.8% | |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $53,000 | -51.8% | 1,754 | -39.4% | 0.02% | -54.0% |
| ICSH | ISHARES TRultr sh trm bd | $54,000 | 0.0% | 1,063 | 0.0% | 0.02% | -8.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $51,000 | 0.0% | 1,537 | 0.0% | 0.02% | -4.3% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $52,000 | 0.0% | 960 | 0.0% | 0.02% | -8.3% | |
| VTR | VENTAS INC | $50,000 | +13.6% | 1,200 | 0.0% | 0.02% | +10.0% | |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $52,000 | -59.4% | 1,289 | -49.4% | 0.02% | -62.1% |
| HON | HONEYWELL INTL INC | $49,000 | +14.0% | 295 | 0.0% | 0.02% | +5.0% | |
| NULG | NUSHARES ETF TRnuveen esg lrgcp | $48,000 | +9.1% | 950 | 0.0% | 0.02% | +5.0% | |
| CSX | CSX CORP | $49,000 | +11.4% | 625 | 0.0% | 0.02% | +5.0% | |
| RHP | RYMAN HOSPITALITY PPTYS INC | $48,000 | +6.7% | 1,313 | 0.0% | 0.02% | 0.0% | |
| SJI | SOUTH JERSEY INDS INC | $48,000 | -23.8% | 2,515 | 0.0% | 0.02% | -27.6% | |
| SPSM | SPDR SER TRportfolio s&p600 | $48,000 | +2.1% | 1,771 | 0.0% | 0.02% | 0.0% | |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $47,000 | – | 320 | +100.0% | 0.02% | – |
| NOC | NORTHROP GRUMMAN CORP | $47,000 | +2.2% | 149 | 0.0% | 0.02% | -4.8% | |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $43,000 | – | 179 | +100.0% | 0.02% | – |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $44,000 | +7.3% | 1,074 | 0.0% | 0.02% | 0.0% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $43,000 | +4.9% | 817 | 0.0% | 0.02% | 0.0% | |
| BNS | BANK NOVA SCOTIA B C | $43,000 | +2.4% | 1,026 | 0.0% | 0.02% | 0.0% | |
| LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $44,000 | 0.0% | 843 | 0.0% | 0.02% | -5.0% | |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $44,000 | +4.8% | 1,778 | 0.0% | 0.02% | 0.0% | |
| WPC | WP CAREY INC | $42,000 | -4.5% | 648 | 0.0% | 0.02% | -10.0% | |
| BDX | BECTON DICKINSON & CO | $41,000 | -2.4% | 175 | 0.0% | 0.02% | -5.3% | |
| TRV | TRAVELERS COMPANIES INC | $42,000 | -6.7% | 391 | 0.0% | 0.02% | -14.3% | |
| MMM | Buy | 3M CO | $41,000 | +24.2% | 255 | +21.4% | 0.02% | +20.0% |
| TU | TELUS CORPORATION | $42,000 | +5.0% | 2,400 | 0.0% | 0.02% | 0.0% | |
| CZA | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $40,000 | +8.1% | 602 | 0.0% | 0.02% | 0.0% | |
| SFIG | New | WISDOMTREE TRus sht trm corp | $40,000 | – | 771 | +100.0% | 0.02% | – |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $40,000 | -14.9% | 296 | -25.1% | 0.02% | -19.0% |
| BKE | BUCKLE INC | $37,000 | +27.6% | 1,823 | 0.0% | 0.02% | +23.1% | |
| SBUX | STARBUCKS CORP | $37,000 | +15.6% | 436 | 0.0% | 0.02% | +6.7% | |
| GOOG | ALPHABET INCcap stk cl c | $38,000 | +2.7% | 26 | 0.0% | 0.02% | -5.9% | |
| USIG | Sell | ISHARES TRusd inv grde etf | $37,000 | -27.5% | 603 | -28.7% | 0.02% | -30.4% |
| FXU | FIRST TR EXCHANGE TRADED FDutilities alph | $38,000 | +2.7% | 1,454 | 0.0% | 0.02% | -5.9% | |
| PCY | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $38,000 | +2.7% | 1,387 | 0.0% | 0.02% | -5.9% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $34,000 | +3.0% | 1,419 | 0.0% | 0.02% | 0.0% | |
| HD | Buy | HOME DEPOT INC | $35,000 | +45.8% | 127 | +33.7% | 0.02% | +36.4% |
| SHV | Sell | ISHARES TRshort treas bd | $36,000 | -18.2% | 321 | -19.1% | 0.02% | -25.0% |
| SDG | New | ISHARES TRmsci global imp | $36,000 | – | 451 | +100.0% | 0.02% | – |
| NULV | NUSHARES ETF TRnuveen esg lrgvl | $34,000 | +3.0% | 1,182 | 0.0% | 0.02% | 0.0% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $35,000 | -7.9% | 614 | 0.0% | 0.02% | -11.8% | |
| GXC | SPDR INDEX SHS FDSs&p china etf | $34,000 | +13.3% | 288 | 0.0% | 0.02% | +7.1% | |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $34,000 | +100.0% | 439 | +79.2% | 0.02% | +87.5% |
| TMO | THERMO FISHER SCIENTIFIC INC | $35,000 | +20.7% | 80 | 0.0% | 0.02% | +15.4% | |
| TGH | TEXTAINER GROUP HOLDINGS LTD | $34,000 | +70.0% | 2,395 | 0.0% | 0.02% | +66.7% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $33,000 | +13.8% | 697 | 0.0% | 0.01% | +7.7% | |
| HYLD | EXCHANGE LISTED FDS TRhigh yield etf | $33,000 | +3.1% | 1,085 | 0.0% | 0.01% | -6.7% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $33,000 | -8.3% | 917 | 0.0% | 0.01% | -12.5% | |
| IWX | ISHARES TRrus tp200 vl etf | $32,000 | +3.2% | 627 | 0.0% | 0.01% | 0.0% | |
| QLTA | ISHARES TRa rate cp bd etf | $32,000 | 0.0% | 551 | 0.0% | 0.01% | -6.7% | |
| IQLT | ISHARES TRmsci intl qualty | $31,000 | +6.9% | 984 | 0.0% | 0.01% | 0.0% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $30,000 | +11.1% | 61 | 0.0% | 0.01% | +8.3% | |
| CNA | CNA FINL CORP | $30,000 | -6.2% | 1,000 | 0.0% | 0.01% | -13.3% | |
| EMHY | ISHARES INCjp mrgn em hi bd | $30,000 | 0.0% | 688 | 0.0% | 0.01% | -7.1% | |
| SUN | Buy | SUNOCO LP/SUNOCO FIN CORP | $30,000 | +7.1% | 1,249 | +1.1% | 0.01% | 0.0% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $31,000 | +6.9% | 346 | 0.0% | 0.01% | 0.0% | |
| TPR | TAPESTRY INC | $27,000 | +17.4% | 1,700 | 0.0% | 0.01% | +20.0% | |
| GPC | GENUINE PARTS CO | $29,000 | +11.5% | 304 | 0.0% | 0.01% | 0.0% | |
| SPG | SIMON PPTY GROUP INC NEW | $27,000 | -6.9% | 425 | 0.0% | 0.01% | -7.7% | |
| SHOP | SHOPIFY INCcl a | $29,000 | +7.4% | 28 | 0.0% | 0.01% | 0.0% | |
| IPAC | Sell | ISHARES TRcore msci pac | $27,000 | -32.5% | 473 | -37.4% | 0.01% | -33.3% |
| EMR | EMERSON ELEC CO | $28,000 | +7.7% | 421 | 0.0% | 0.01% | 0.0% | |
| GEO | GEO GROUP INC NEW | $29,000 | -3.3% | 2,572 | 0.0% | 0.01% | -14.3% | |
| CMP | COMPASS MINERALS INTL INC | $29,000 | +20.8% | 490 | 0.0% | 0.01% | +9.1% | |
| WKHS | New | WORKHORSE GROUP INC | $29,000 | – | 1,152 | +100.0% | 0.01% | – |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $29,000 | 0.0% | 565 | 0.0% | 0.01% | -7.7% | |
| ONEY | SPDR SER TRrussell yield | $27,000 | +3.8% | 440 | 0.0% | 0.01% | 0.0% | |
| IYF | ISHARES TRu.s. finls etf | $27,000 | 0.0% | 241 | 0.0% | 0.01% | 0.0% | |
| IQDF | FLEXSHARES TRintl qltdv idx | $28,000 | +3.7% | 1,335 | 0.0% | 0.01% | 0.0% | |
| WM | WASTE MGMT INC DEL | $27,000 | +8.0% | 236 | 0.0% | 0.01% | +9.1% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $29,000 | +7.4% | 20 | +5.3% | 0.01% | 0.0% |
| VMC | VULCAN MATLS CO | $27,000 | +17.4% | 200 | 0.0% | 0.01% | +20.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $28,000 | +7.7% | 480 | 0.0% | 0.01% | 0.0% | |
| IYR | Sell | ISHARES TRu.s. real es etf | $29,000 | -12.1% | 368 | -11.1% | 0.01% | -20.0% |
| PACW | PACWEST BANCORP DEL | $27,000 | -12.9% | 1,575 | 0.0% | 0.01% | -14.3% | |
| CDK | CDK GLOBAL INC | $27,000 | +8.0% | 611 | 0.0% | 0.01% | +9.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $26,000 | +13.0% | 77 | 0.0% | 0.01% | +10.0% | |
| SLV | ISHARES SILVER TRishares | $26,000 | +23.8% | 1,222 | 0.0% | 0.01% | +10.0% | |
| FLO | FLOWERS FOODS INC | $25,000 | +8.7% | 1,021 | 0.0% | 0.01% | +10.0% | |
| PSMM | INVESCO ACTIVELY MANAGED ETFmdrtly cnsrtiv | $25,000 | +4.2% | 1,825 | 0.0% | 0.01% | 0.0% | |
| SPSB | SPDR SER TRportfolio short | $24,000 | 0.0% | 765 | 0.0% | 0.01% | -9.1% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $24,000 | +84.6% | 50 | 0.0% | 0.01% | +66.7% | |
| SFHY | WISDOMTREE TRus shrt trm high | $23,000 | +4.5% | 477 | 0.0% | 0.01% | 0.0% | |
| GYLD | Sell | ARROW ETF TRarrow dj glb yld | $23,000 | -46.5% | 2,042 | -45.1% | 0.01% | -50.0% |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $24,000 | +9.1% | 135 | 0.0% | 0.01% | 0.0% | |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $23,000 | +21.1% | 228 | +16.9% | 0.01% | +11.1% |
| MAIN | MAIN STR CAP CORP | $23,000 | -4.2% | 783 | 0.0% | 0.01% | -9.1% | |
| SCI | Buy | SERVICE CORP INTL | $24,000 | +9.1% | 580 | +1.8% | 0.01% | 0.0% |
| IGOV | ISHARES TRintl trea bd etf | $24,000 | +4.3% | 456 | 0.0% | 0.01% | 0.0% | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $22,000 | +4.8% | 752 | 0.0% | 0.01% | -10.0% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $20,000 | 0.0% | 236 | 0.0% | 0.01% | 0.0% | |
| DES | Buy | WISDOMTREE TRus smallcap divd | $20,000 | +5.3% | 959 | +4.7% | 0.01% | 0.0% |
| NWL | Sell | NEWELL BRANDS INC | $21,000 | -48.8% | 1,200 | -53.7% | 0.01% | -52.6% |
| RWR | SPDR SER TRdj reit etf | $22,000 | 0.0% | 278 | 0.0% | 0.01% | -10.0% | |
| ESG | FLEXSHARES TRstox esg index | $21,000 | +5.0% | 263 | 0.0% | 0.01% | 0.0% | |
| NIO | New | NIO INCspon ads | $21,000 | – | 970 | +100.0% | 0.01% | – |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $21,000 | -30.0% | 227 | -33.6% | 0.01% | -35.7% |
| ABT | ABBOTT LABS | $20,000 | +17.6% | 185 | 0.0% | 0.01% | +12.5% | |
| LIN | Buy | LINDE PLC | $22,000 | +214.3% | 93 | +181.8% | 0.01% | +200.0% |
| GNMA | ISHARES TRgnma bond etf | $20,000 | 0.0% | 395 | 0.0% | 0.01% | 0.0% | |
| SUSC | ISHARES TResg awre usd etf | $21,000 | 0.0% | 759 | 0.0% | 0.01% | -10.0% | |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $21,000 | +5.0% | 306 | 0.0% | 0.01% | 0.0% | |
| PPL | PPL CORP | $19,000 | +5.6% | 680 | 0.0% | 0.01% | 0.0% | |
| REET | ISHARES TRglobal reit etf | $18,000 | +5.9% | 833 | 0.0% | 0.01% | 0.0% | |
| IEUR | ISHARES TRcore msci euro | $19,000 | +5.6% | 427 | 0.0% | 0.01% | 0.0% | |
| XMLV | Buy | INVESCO EXCH TRADED FD TR IIs&p midcp low | $19,000 | +58.3% | 450 | +58.5% | 0.01% | +60.0% |
| PYPL | PAYPAL HLDGS INC | $18,000 | +12.5% | 90 | 0.0% | 0.01% | +14.3% | |
| INSP | INSPIRE MED SYS INC | $19,000 | +46.2% | 150 | 0.0% | 0.01% | +33.3% | |
| BOND | PIMCO ETF TRactive bd etf | $19,000 | +5.6% | 165 | 0.0% | 0.01% | 0.0% | |
| PXD | PIONEER NAT RES CO | $19,000 | -13.6% | 225 | 0.0% | 0.01% | -20.0% | |
| GIGB | GOLDMAN SACHS ETF TRaccess invt gr | $18,000 | 0.0% | 331 | 0.0% | 0.01% | 0.0% | |
| GWPH | GW PHARMACEUTICALS PLCads | $18,000 | -18.2% | 182 | 0.0% | 0.01% | -20.0% | |
| XHE | SPDR SER TRhlth cr equip | $19,000 | +11.8% | 195 | 0.0% | 0.01% | 0.0% | |
| SPHY | SPDR SER TRportfli high yld | $19,000 | 0.0% | 771 | 0.0% | 0.01% | -11.1% | |
| LGLV | SPDR SER TRssga us lrg etf | $18,000 | +5.9% | 167 | 0.0% | 0.01% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $19,000 | +5.6% | 183 | 0.0% | 0.01% | 0.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $19,000 | +137.5% | 635 | +111.7% | 0.01% | +100.0% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $18,000 | +5.9% | 301 | 0.0% | 0.01% | 0.0% | |
| HYLB | Buy | DBX ETF TRxtrack usd high | $19,000 | +5.6% | 389 | +3.5% | 0.01% | 0.0% |
| BGCP | BGC PARTNERS INCcl a | $19,000 | -13.6% | 7,875 | 0.0% | 0.01% | -20.0% | |
| ANTM | ANTHEM INC | $17,000 | 0.0% | 64 | 0.0% | 0.01% | -12.5% | |
| ADRE | INVESCO ACTIVELY MANAGED ETFemgring mkts50 | $17,000 | +13.3% | 370 | 0.0% | 0.01% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $16,000 | -15.8% | 450 | 0.0% | 0.01% | -22.2% | |
| TDC | TERADATA CORP DEL | $16,000 | +6.7% | 704 | 0.0% | 0.01% | 0.0% | |
| HP | HELMERICH & PAYNE INC | $16,000 | -27.3% | 1,115 | 0.0% | 0.01% | -30.0% | |
| SRE | SEMPRA ENERGY | $16,000 | 0.0% | 133 | 0.0% | 0.01% | 0.0% | |
| BSBR | BANCO SANTANDER BRASIL S Aads rep 1 unit | $17,000 | -5.6% | 3,440 | 0.0% | 0.01% | -12.5% | |
| ALXN | ALEXION PHARMACEUTICALS INC | $17,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% | |
| NMRK | NEWMARK GROUP INCcl a | $16,000 | -11.1% | 3,653 | 0.0% | 0.01% | -12.5% | |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $15,000 | +7.1% | 2,097 | +1.5% | 0.01% | 0.0% |
| ACCO | Buy | ACCO BRANDS CORP | $13,000 | -18.8% | 2,305 | +4.3% | 0.01% | -14.3% |
| ILCB | ISHARES TRmrngstr lg-cp et | $13,000 | +8.3% | 68 | 0.0% | 0.01% | +20.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $15,000 | 0.0% | 246 | 0.0% | 0.01% | -14.3% | |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $13,000 | 0.0% | 222 | 0.0% | 0.01% | 0.0% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $13,000 | 0.0% | 390 | 0.0% | 0.01% | 0.0% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $15,000 | +15.4% | 2,883 | +34.5% | 0.01% | 0.0% |
| BLV | VANGUARD BD INDEX FDSlong term bond | $13,000 | 0.0% | 112 | 0.0% | 0.01% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $14,000 | 0.0% | 261 | 0.0% | 0.01% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $14,000 | -17.6% | 400 | 0.0% | 0.01% | -25.0% | |
| JCI | JOHNSON CTLS INTL PLC | $14,000 | +27.3% | 334 | 0.0% | 0.01% | +20.0% | |
| SUSB | ISHARES TResg awre 1 5 yr | $13,000 | 0.0% | 492 | 0.0% | 0.01% | 0.0% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $15,000 | 0.0% | 276 | 0.0% | 0.01% | -14.3% | |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $15,000 | +7.1% | 293 | +0.7% | 0.01% | 0.0% |
| NFRA | FLEXSHARES TRstoxx globr inf | $14,000 | +7.7% | 272 | 0.0% | 0.01% | 0.0% | |
| MORT | VANECK VECTORS ETF TR | $15,000 | +7.1% | 1,050 | 0.0% | 0.01% | 0.0% | |
| APTS | PREFERRED APT CMNTYS INC | $15,000 | -28.6% | 2,700 | 0.0% | 0.01% | -40.0% | |
| ESML | ISHARES TResg aware msci | $14,000 | +7.7% | 522 | 0.0% | 0.01% | 0.0% | |
| PFIG | INVESCO EXCH TRADED FD TR IIfndmntl ig crp | $13,000 | 0.0% | 476 | 0.0% | 0.01% | 0.0% | |
| AVY | AVERY DENNISON CORP | $13,000 | +18.2% | 100 | 0.0% | 0.01% | +20.0% | |
| EBND | SPDR SER TRblombrg brc emrg | $14,000 | 0.0% | 538 | 0.0% | 0.01% | 0.0% | |
| CPRT | Sell | COPART INC | $12,000 | -36.8% | 115 | -48.9% | 0.01% | -44.4% |
| CABO | CABLE ONE INC | $11,000 | 0.0% | 6 | 0.0% | 0.01% | 0.0% | |
| DOW | DOW INC | $11,000 | +10.0% | 240 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $12,000 | +20.0% | 80 | 0.0% | 0.01% | 0.0% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $11,000 | +10.0% | 172 | 0.0% | 0.01% | 0.0% | |
| MRK | Buy | MERCK & CO. INC | $12,000 | +200.0% | 147 | +212.8% | 0.01% | +150.0% |
| DUK | DUKE ENERGY CORP NEW | $12,000 | +20.0% | 130 | 0.0% | 0.01% | 0.0% | |
| JPEM | Sell | J P MORGAN EXCHANGE-TRADED Fdiv rtn em eqt | $11,000 | -35.3% | 227 | -39.6% | 0.01% | -37.5% |
| AOK | ISHARES TRconser alloc etf | $11,000 | +10.0% | 283 | 0.0% | 0.01% | 0.0% | |
| EEM | ISHARES TRmsci emg mkt etf | $11,000 | +10.0% | 239 | 0.0% | 0.01% | 0.0% | |
| ABBV | ABBVIE INC | $11,000 | -15.4% | 130 | 0.0% | 0.01% | -16.7% | |
| NUBD | NUSHARES ETF TRnuveen esg us | $12,000 | 0.0% | 448 | 0.0% | 0.01% | 0.0% | |
| PSX | PHILLIPS 66 | $12,000 | -29.4% | 238 | 0.0% | 0.01% | -37.5% | |
| DHR | Buy | DANAHER CORPORATION | $12,000 | +20.0% | 58 | +1.8% | 0.01% | 0.0% |
| VWOB | Buy | VANGUARD WHITEHALL FDSemerg mkt bd etf | $12,000 | – | 150 | +100.0% | 0.01% | – |
| WOOD | Sell | ISHARES TRgl timb fore etf | $11,000 | -26.7% | 169 | -36.5% | 0.01% | -28.6% |
| COST | COSTCO WHSL CORP NEW | $10,000 | +25.0% | 27 | 0.0% | 0.00% | 0.0% | |
| USHY | Buy | ISHARES TRbroad usd high | $10,000 | +100.0% | 260 | +94.0% | 0.00% | +100.0% |
| IQ | IQIYI INCsponsored ads | $9,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CI | CIGNA CORP NEW | $9,000 | -10.0% | 52 | 0.0% | 0.00% | -20.0% | |
| PYZ | Sell | INVESCO EXCHANGE TRADED FD Tdwa basic matl | $10,000 | -67.7% | 185 | -69.9% | 0.00% | -71.4% |
| PGR | PROGRESSIVE CORP | $9,000 | +12.5% | 98 | 0.0% | 0.00% | 0.0% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $9,000 | -10.0% | 237 | -17.4% | 0.00% | -20.0% |
| EWC | ISHARES INCmsci cda etf | $10,000 | +11.1% | 355 | 0.0% | 0.00% | 0.0% | |
| HE | HAWAIIAN ELEC INDUSTRIES | $10,000 | -9.1% | 300 | 0.0% | 0.00% | -20.0% | |
| GE | GENERAL ELECTRIC CO | $9,000 | 0.0% | 1,370 | 0.0% | 0.00% | 0.0% | |
| V | Buy | VISA INC | $9,000 | +12.5% | 44 | +2.3% | 0.00% | 0.0% |
| BLK | BLACKROCK INC | $9,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| PBA | Sell | PEMBINA PIPELINE CORP | $9,000 | -47.1% | 424 | -38.2% | 0.00% | -50.0% |
| SJNK | SPDR SER TRbloomberg srt tr | $9,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $9,000 | +12.5% | 160 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $9,000 | +12.5% | 28 | 0.0% | 0.00% | 0.0% | |
| SPIB | SPDR SER TRportfolio intrmd | $9,000 | +12.5% | 232 | 0.0% | 0.00% | 0.0% | |
| SLX | VANECK VECTORS ETF TRsteel etf | $9,000 | +12.5% | 285 | 0.0% | 0.00% | 0.0% | |
| GLW | CORNING INC | $10,000 | +25.0% | 303 | 0.0% | 0.00% | 0.0% | |
| NURE | NUSHARES ETF TRnuveen shrt term | $10,000 | 0.0% | 456 | 0.0% | 0.00% | -20.0% | |
| C | CITIGROUP INC | $7,000 | -22.2% | 172 | 0.0% | 0.00% | -25.0% | |
| BAX | BAXTER INTL INC | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| KIM | KIMCO RLTY CORP | $6,000 | -14.3% | 550 | 0.0% | 0.00% | 0.0% | |
| BKF | ISHARES INCmsci bric indx | $8,000 | +14.3% | 164 | 0.0% | 0.00% | 0.0% | |
| AMGN | AMGEN INC | $6,000 | +20.0% | 22 | 0.0% | 0.00% | +50.0% | |
| PKB | INVESCO EXCHANGE TRADED FD Tdynmc bldg con | $7,000 | +16.7% | 194 | 0.0% | 0.00% | 0.0% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $6,000 | 0.0% | 24 | +9.1% | 0.00% | 0.0% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $6,000 | +20.0% | 21 | 0.0% | 0.00% | +50.0% | |
| F | FORD MTR CO DEL | $6,000 | 0.0% | 920 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $8,000 | 0.0% | 42 | 0.0% | 0.00% | -25.0% | |
| AMLP | ALPS ETF TRalerian mlp | $7,000 | -12.5% | 344 | 0.0% | 0.00% | -25.0% | |
| IDEV | New | ISHARES TRcore msci intl | $7,000 | – | 125 | +100.0% | 0.00% | – |
| MS | MORGAN STANLEY | $7,000 | 0.0% | 141 | 0.0% | 0.00% | 0.0% | |
| FXZ | FIRST TR EXCHANGE TRADED FDmaterials alph | $7,000 | 0.0% | 197 | 0.0% | 0.00% | 0.0% | |
| XCUR | EXICURE INC | $6,000 | -25.0% | 3,246 | 0.0% | 0.00% | -25.0% | |
| EXC | EXELON CORP | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| OTIS | OTIS WORLDWIDE CORP | $6,000 | +20.0% | 94 | 0.0% | 0.00% | +50.0% | |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $8,000 | +14.3% | 53 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $7,000 | 0.0% | 246 | 0.0% | 0.00% | 0.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $8,000 | -20.0% | 187 | 0.0% | 0.00% | -40.0% | |
| SPYD | SPDR SER TRprtflo s&p500 hi | $7,000 | 0.0% | 258 | 0.0% | 0.00% | 0.0% | |
| CRM | SALESFORCE COM INC | $7,000 | +40.0% | 26 | 0.0% | 0.00% | +50.0% | |
| TROW | PRICE T ROWE GROUP INC | $8,000 | 0.0% | 62 | 0.0% | 0.00% | -25.0% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $6,000 | +20.0% | 50 | 0.0% | 0.00% | +50.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $8,000 | +14.3% | 138 | 0.0% | 0.00% | 0.0% | |
| MCK | MCKESSON CORP | $6,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% | |
| LQDH | ISHARES U S ETF TRint rt hdg c b | $6,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $6,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| IYLD | ISHARES TRmrngstr inc etf | $8,000 | 0.0% | 362 | 0.0% | 0.00% | -25.0% | |
| PRU | PRUDENTIAL FINL INC | $8,000 | +14.3% | 122 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $7,000 | -36.4% | 1,800 | 0.0% | 0.00% | -40.0% | |
| SJM | SMUCKER J M CO | $7,000 | +16.7% | 58 | 0.0% | 0.00% | 0.0% | |
| HTA | HEALTHCARE TR AMER INCcl a new | $7,000 | 0.0% | 273 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $6,000 | +20.0% | 86 | 0.0% | 0.00% | +50.0% | |
| MFC | MANULIFE FINL CORP | $7,000 | 0.0% | 494 | 0.0% | 0.00% | 0.0% | |
| RSG | REPUBLIC SVCS INC | $6,000 | +20.0% | 61 | 0.0% | 0.00% | +50.0% | |
| CTVA | CORTEVA INC | $8,000 | +14.3% | 261 | 0.0% | 0.00% | 0.0% | |
| NKLA | New | NIKOLA CORP | $6,000 | – | 300 | +100.0% | 0.00% | – |
| CORR | CORENERGY INFRASTRUCTURE TR | $6,000 | -40.0% | 1,050 | 0.0% | 0.00% | -40.0% | |
| TM | TOYOTA MOTOR CORP | $6,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $7,000 | -22.2% | 275 | 0.0% | 0.00% | -25.0% | |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $6,000 | +20.0% | 101 | 0.0% | 0.00% | +50.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $6,000 | +50.0% | 189 | 0.0% | 0.00% | +50.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $6,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
| VDC | VANGUARD WORLD FDSconsum stp etf | $6,000 | +20.0% | 35 | 0.0% | 0.00% | +50.0% | |
| CMS | CMS ENERGY CORP | $7,000 | +16.7% | 110 | 0.0% | 0.00% | 0.0% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $7,000 | +16.7% | 165 | 0.0% | 0.00% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $5,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| ACAD | New | ACADIA PHARMACEUTICALS INC | $4,000 | – | 100 | +100.0% | 0.00% | – |
| EWX | SPDR INDEX SHS FDSs&p emktsc etf | $5,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $5,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| DHT | DHT HOLDINGS INC | $5,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NEO | NEOGENOMICS INC | $4,000 | +33.3% | 102 | 0.0% | 0.00% | +100.0% | |
| VIOO | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $5,000 | +25.0% | 117 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| SCHV | SCHWAB STRATEGIC TRus lcap va etf | $4,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $5,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| SMLV | SPDR SER TRssga us smal etf | $5,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| FALN | ISHARES TRfaln angls usd | $4,000 | +33.3% | 129 | 0.0% | 0.00% | +100.0% | |
| CVS | CVS HEALTH CORP | $4,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| COF | CAPITAL ONE FINL CORP | $5,000 | +25.0% | 68 | 0.0% | 0.00% | 0.0% | |
| ACES | Buy | ALPS ETF TRclean energy | $5,000 | +66.7% | 83 | +9.2% | 0.00% | +100.0% |
| CVV | CVD EQUIPMENT CORP | $4,000 | 0.0% | 1,250 | 0.0% | 0.00% | 0.0% | |
| CINF | CINCINNATI FINL CORP | $4,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $4,000 | +33.3% | 55 | 0.0% | 0.00% | +100.0% | |
| BAB | INVESCO EXCH TRADED FD TR IItaxable mun bd | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $4,000 | -20.0% | 143 | 0.0% | 0.00% | 0.0% | |
| FAST | FASTENAL CO | $4,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW | $4,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% | |
| NAVB | NAVIDEA BIOPHARMACEUTICALS I | $4,000 | -33.3% | 1,440 | 0.0% | 0.00% | -33.3% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5,000 | +25.0% | 49 | 0.0% | 0.00% | 0.0% | |
| SPIP | SPDR SER TRportfli tips etf | $5,000 | +25.0% | 147 | 0.0% | 0.00% | 0.0% | |
| CAT | CATERPILLAR INC DEL | $4,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| HYB | NEW AMER HIGH INCOME FD INC | $4,000 | 0.0% | 477 | 0.0% | 0.00% | 0.0% | |
| MPC | MARATHON PETE CORP | $5,000 | -28.6% | 182 | 0.0% | 0.00% | -33.3% | |
| PAYX | PAYCHEX INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS | $4,000 | -33.3% | 134 | 0.0% | 0.00% | -33.3% | |
| USO | UNITED STS OIL FD LPunits | $4,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $5,000 | +25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| ARKQ | New | ARK ETF TRautnmus technlgy | $5,000 | – | 85 | +100.0% | 0.00% | – |
| BKNG | BOOKING HOLDINGS INC | $2,000 | 0.0% | 1 | 0.0% | 0.00% | 0.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $3,000 | -25.0% | 24 | 0.0% | 0.00% | -50.0% | |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,000 | – | 38 | +100.0% | 0.00% | – |
| TEL | TE CONNECTIVITY LTD | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NVAX | Buy | NOVAVAX INC | $3,000 | – | 26 | +766.7% | 0.00% | – |
| ESCR | DBX ETF TRxtrck blombrg ba | $3,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
| ACWI | ISHARES TRmsci acwi etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| KSS | KOHLS CORP | $2,000 | -33.3% | 125 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $2,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| RELX | RELX PLCsponsored adr | $2,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| BAC | BK OF AMERICA CORP | $3,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| LB | L BRANDS INC | $2,000 | +100.0% | 51 | 0.0% | 0.00% | – | |
| ZNGA | ZYNGA INCcl a | $2,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| TRMB | TRIMBLE INC | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| ZION | ZIONS BANCORPORATION N A | $2,000 | -33.3% | 82 | 0.0% | 0.00% | 0.0% | |
| BJK | VANECK VECTORS ETF TRgaming etf | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| CLX | CLOROX CO DEL | $3,000 | -25.0% | 16 | 0.0% | 0.00% | -50.0% | |
| FTV | FORTIVE CORP | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $2,000 | -75.0% | 47 | -78.0% | 0.00% | -75.0% |
| JETS | ETF SER SOLUTIONSus glb jets | $3,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
| HYXU | ISHARES INCintl high yield | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| IXUS | ISHARES TRcore msci total | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC | $3,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AGsponsored adr | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $2,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| FXG | FIRST TR EXCHANGE TRADED FDconsumr staple | $3,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% | |
| MMC | MARSH & MCLENNAN COS INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| FAAR | Sell | FIRST TR EXCHNG TRADED FD VIalt abslt strg | $2,000 | 0.0% | 60 | -1.6% | 0.00% | 0.0% |
| OXY | OCCIDENTAL PETE CORP | $1,000 | -50.0% | 103 | 0.0% | 0.00% | -100.0% | |
| OGS | ONE GAS INC | $0 | -100.0% | 7 | 0.0% | 0.00% | – | |
| OMI | OWENS & MINOR INC NEW | $1,000 | – | 40 | 0.0% | 0.00% | – | |
| PCEF | INVESCO EXCH TRADED FD TR II | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,000 | 0.0% | 108 | 0.0% | 0.00% | – | |
| PII | New | POLARIS INC | $0 | – | 3 | +100.0% | 0.00% | – |
| DOG | PROSHARES TR | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -150 | -100.0% | 0.00% | – |
| HSBC | HSBC HLDGS PLCspon adr new | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| RIO | RIO TINTO PLCsponsored adr | $0 | – | 7 | 0.0% | 0.00% | – | |
| GPMT | Sell | GRANITE PT MTG TR INC | $0 | – | 21 | -46.2% | 0.00% | – |
| CRCQQ | Exit | CALIFORNIA RES CORP | $0 | – | -4 | -100.0% | 0.00% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -9 | -100.0% | 0.00% | – |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| GD | New | GENERAL DYNAMICS CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| NCR | NCR CORP NEW | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| FB | New | FACEBOOK INCcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| XHB | SPDR SER TRs&p homebuild | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| ET | Buy | ENERGY TRANSFER LP | $1,000 | -50.0% | 228 | +4.6% | 0.00% | -100.0% |
| ENR | ENERGIZER HLDGS INC NEW | $1,000 | -50.0% | 33 | 0.0% | 0.00% | -100.0% | |
| EPC | EDGEWELL PERS CARE CO | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | 0 | +100.0% | 0.00% | – |
| EOG | EOG RES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | 0 | +100.0% | 0.00% | – |
| SENS | SENSEONICS HLDGS INC | $1,000 | 0.0% | 3,000 | 0.0% | 0.00% | – | |
| SRNE | New | SORRENTO THERAPEUTICS INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| SAVE | SPIRIT AIRLS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| DNP | DNP SELECT INCOME FD INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| CVET | COVETRUS INC | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| THC | TENET HEALTHCARE CORP | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| TRANSENTERIX INC | $0 | – | 77 | 0.0% | 0.00% | – | ||
| TWO | TWO HBRS INVT CORP | $0 | – | 37 | 0.0% | 0.00% | – | |
| TCS | CONTAINER STORE GROUP INC | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| LOW | LOWES COS INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,000 | – | 14 | +100.0% | 0.00% | – |
| LX | LEXINFINTECH HLDGS LTDadr | $0 | – | 42 | 0.0% | 0.00% | – | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $0 | – | 48 | 0.0% | 0.00% | – | |
| BHF | BRIGHTHOUSE FINL INC | $0 | – | 7 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| ARLO | New | ARLO TECHNOLOGIES INC | $0 | – | 70 | +100.0% | 0.00% | – |
| APA | APACHE CORP | $1,000 | 0.0% | 72 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $1,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $0 | – | 6 | 0.0% | 0.00% | – | |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| AEG | AEGON N V | $0 | – | 50 | 0.0% | 0.00% | – | |
| IUSV | ISHARES TRcore s&p us vlu | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| YUM | YUM BRANDS INC | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| YUMC | YUM CHINA HLDGS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
| RAD | Exit | RITE AID CORP | $0 | – | -1 | -100.0% | 0.00% | – |
| ADNT | ADIENT PLC | $0 | – | 2 | 0.0% | 0.00% | – | |
| FRO | FRONTLINE LTD | $1,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
| MNKKQ | MALLINCKRODT PUB LTD CO | $0 | – | 3 | 0.0% | 0.00% | – | |
| NVT | NVENT ELECTRIC PLC | $0 | – | 5 | 0.0% | 0.00% | – | |
| ALC | ALCON AG | $0 | – | 7 | 0.0% | 0.00% | – | |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | – | 3 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| JWN | NORDSTROM INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| DBC | INVESCO DB COMMDY INDX TRCKunit | $0 | – | 30 | 0.0% | 0.00% | – | |
| NTR | NUTRIEN LTD | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 12 | +100.0% | 0.00% | – |
| LRGF | Exit | ISHARES TRmultifactor usa | $0 | – | -65 | -100.0% | -0.00% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -185 | -100.0% | -0.00% | – |
| HYMB | Exit | SPDR SER TRnuveen bbg brcly | $0 | – | -198 | -100.0% | -0.01% | – |
| SPBO | Exit | SPDR SER TRportfolio crport | $0 | – | -434 | -100.0% | -0.01% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -337 | -100.0% | -0.01% | – |
| BICK | Exit | FIRST TR BICK INDEX FD | $0 | – | -648 | -100.0% | -0.01% | – |
| FSZ | Exit | FIRST TR EXCH TRD ALPHDX FDswitzlnd alpha | $0 | – | -401 | -100.0% | -0.01% | – |
| GRA | Exit | GRACE W R & CO DEL NEW | $0 | – | -375 | -100.0% | -0.01% | – |
| FGM | Exit | FIRST TR EXCH TRD ALPHDX FDgermany alpha | $0 | – | -495 | -100.0% | -0.01% | – |
| FNI | Exit | FIRST TR EXCHANGE TRADED FDchindia etf | $0 | – | -576 | -100.0% | -0.01% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -249 | -100.0% | -0.01% | – |
| FUTY | Exit | FIDELITY COVINGTON TRmsci utils index | $0 | – | -843 | -100.0% | -0.01% | – |
| Exit | SEACOR HOLDINGS INCnote 3.000%11/1 | $0 | – | -35,000 | -100.0% | -0.02% | – | |
| RYF | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $0 | – | -1,075 | -100.0% | -0.02% | – |
| SCIU | Exit | GLOBAL X FDSscien beta us | $0 | – | -1,867 | -100.0% | -0.03% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -358 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 30 | Q3 2020 | 10.4% |
| ISHARES TR | 30 | Q3 2020 | 10.4% |
| VANGUARD TAX-MANAGED INTL FD | 30 | Q3 2020 | 10.4% |
| ISHARES TR | 30 | Q3 2020 | 7.0% |
| ISHARES TR | 30 | Q3 2020 | 6.1% |
| ISHARES TR | 30 | Q3 2020 | 12.7% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 3.6% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 2.7% |
| ISHARES TR | 30 | Q3 2020 | 5.4% |
| VANGUARD INDEX FDS | 30 | Q3 2020 | 6.1% |
View LifePlan Financial Group, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-10-30 |
| 13F-HR | 2020-07-30 |
| 13F-HR | 2020-04-06 |
| 13F-HR | 2020-01-09 |
| 13F-HR | 2019-10-15 |
| 13F-HR | 2019-07-15 |
| 13F-HR | 2019-04-08 |
| 13F-HR/A | 2019-01-11 |
| 13F-HR | 2019-01-10 |
| 13F-HR | 2018-10-09 |
View LifePlan Financial Group, Inc'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.