$171 Million is the total value of LifePlan Financial Group, Inc's 529 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 385.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $8,576,000 | +7.5% | 86,211 | +3.2% | 5.00% | -1.6% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $7,006,000 | +5.2% | 51,478 | -3.3% | 4.09% | -3.6% |
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $6,172,000 | -6.3% | 139,473 | -8.1% | 3.60% | -14.2% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $6,111,000 | -0.7% | 40,513 | -2.3% | 3.56% | -9.0% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $5,562,000 | -1.7% | 39,204 | -8.0% | 3.24% | -9.9% |
IWD | Sell | ISHARES TRrus 1000 val etf | $5,064,000 | -0.7% | 42,212 | -1.9% | 2.95% | -9.1% |
LRGF | New | ISHARES TRmultifactor usa | $5,021,000 | – | 159,385 | +100.0% | 2.93% | – |
ITOT | Buy | ISHARES TRcore s&p ttl stk | $4,481,000 | +35.6% | 74,115 | +29.3% | 2.61% | +24.3% |
VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $4,366,000 | +2.7% | 33,737 | +1.4% | 2.55% | -5.9% |
BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,204,000 | +14.3% | 76,817 | +14.1% | 2.45% | +4.7% |
IJT | Buy | ISHARES TRs&p sml 600 gwt | $4,174,000 | +10.2% | 24,007 | +4.3% | 2.43% | +1.0% |
HEFA | Buy | ISHARES TRhdg msci eafe | $4,157,000 | +4.2% | 144,741 | +5.0% | 2.42% | -4.6% |
EZM | New | WISDOMTREE TRus midcp earning | $3,997,000 | – | 103,336 | +100.0% | 2.33% | – |
LQD | Buy | ISHARES TRiboxx inv cp etf | $3,743,000 | -0.7% | 31,888 | +2.5% | 2.18% | -9.0% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $3,492,000 | +0.4% | 18,326 | -5.7% | 2.04% | -8.0% |
VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $3,291,000 | +3.2% | 20,075 | -3.9% | 1.92% | -5.5% |
IEF | Sell | ISHARES TRbarclays 7 10 yr | $3,216,000 | -31.3% | 31,161 | -29.1% | 1.88% | -37.0% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,169,000 | -2.2% | 30,715 | -5.4% | 1.85% | -10.4% |
VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $3,075,000 | -5.8% | 40,743 | +3.7% | 1.79% | -13.7% |
JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $2,891,000 | -6.2% | 80,631 | -2.4% | 1.69% | -14.1% |
GUNR | Sell | FLEXSHARES TRmornstar upstr | $2,684,000 | +2.0% | 82,373 | -2.5% | 1.56% | -6.6% |
EMB | Buy | ISHARES TRjpmorgan usd emg | $2,610,000 | +79.1% | 23,132 | +84.9% | 1.52% | +64.0% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $2,536,000 | -1.7% | 84,845 | -2.2% | 1.48% | -9.9% |
VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,184,000 | +8.1% | 14,163 | +3.0% | 1.27% | -1.0% |
HYG | Sell | ISHARES TRiboxx hi yd etf | $2,144,000 | -28.5% | 25,033 | -25.9% | 1.25% | -34.6% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,076,000 | -38.6% | 44,192 | -43.0% | 1.21% | -43.7% |
IEI | Buy | ISHARES TR3 7 yr treas bd | $2,017,000 | +14.3% | 16,723 | +17.0% | 1.18% | +4.6% |
IWN | Sell | ISHARES TRrus 2000 val etf | $1,876,000 | -3.2% | 15,389 | -1.4% | 1.09% | -11.3% |
BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $1,801,000 | +3.9% | 22,537 | +6.6% | 1.05% | -4.8% |
PG | Sell | PROCTER AND GAMBLE CO | $1,483,000 | -13.8% | 18,706 | -1.1% | 0.86% | -21.0% |
SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $1,415,000 | – | 43,112 | +100.0% | 0.82% | – |
VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $1,271,000 | +1.4% | 20,182 | +4.2% | 0.74% | -7.1% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,232,000 | -72.0% | 9,080 | -73.3% | 0.72% | -74.4% |
JPIN | Sell | JP MORGAN EXCHANGE TRADED FDdiv rtn int eq | $1,207,000 | -0.6% | 20,307 | -3.1% | 0.70% | -8.9% |
QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $1,176,000 | +6.1% | 7,344 | -3.6% | 0.69% | -2.7% |
SPTL | New | SPDR SERIES TRUSTportfolio ln tsr | $1,069,000 | – | 30,451 | +100.0% | 0.62% | – |
IGE | Buy | ISHARES TRnorth amern nat | $1,061,000 | -0.7% | 32,052 | +1.0% | 0.62% | -9.0% |
IVE | Sell | ISHARES TRs&p 500 val etf | $1,038,000 | +0.5% | 9,496 | -0.8% | 0.60% | -8.1% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $986,000 | -77.5% | 5,255 | -78.6% | 0.58% | -79.4% |
EFA | Buy | ISHARES TRmsci eafe etf | $986,000 | +3.5% | 14,156 | +1.7% | 0.58% | -5.3% |
IGIB | Sell | ISHARES TRintrmd cr bd etf | $909,000 | -39.5% | 8,480 | -37.8% | 0.53% | -44.6% |
IVV | Sell | ISHARES TRcore s&p500 etf | $895,000 | -83.5% | 3,372 | -84.2% | 0.52% | -84.9% |
MUB | Buy | ISHARES TRnational mun etf | $881,000 | +16.1% | 8,091 | +18.3% | 0.51% | +6.4% |
SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $876,000 | – | 22,285 | +100.0% | 0.51% | – |
AGG | Sell | ISHARES TRcore us aggbd et | $872,000 | -14.5% | 8,126 | -12.7% | 0.51% | -21.6% |
JPM | Sell | JPMORGAN CHASE & CO | $818,000 | +14.6% | 7,442 | -0.5% | 0.48% | +4.8% |
FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internt idx | $731,000 | +14.2% | 6,067 | -3.0% | 0.43% | +4.7% |
IBND | Buy | SPDR SERIES TRUSTblombrg brc intl | $687,000 | +20.7% | 19,084 | +15.9% | 0.40% | +10.8% |
IGSB | Buy | ISHARES TR1 3 yr cr bd etf | $671,000 | +2.9% | 6,461 | +4.3% | 0.39% | -5.8% |
LMT | Sell | LOCKHEED MARTIN CORP | $652,000 | +6.7% | 1,929 | -2.0% | 0.38% | -2.3% |
IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $649,000 | -7.8% | 5,118 | -12.2% | 0.38% | -15.6% |
QTEC | Sell | FIRST TR NASDAQ100 TECH INDE | $624,000 | +2.8% | 8,206 | -7.9% | 0.36% | -5.7% |
IWP | Sell | ISHARES TRrus md cp gr etf | $601,000 | +7.7% | 4,888 | -0.9% | 0.35% | -1.4% |
NEE | Buy | NEXTERA ENERGY INC | $591,000 | +11.9% | 3,616 | +0.4% | 0.34% | +2.7% |
SPLV | Sell | POWERSHARES ETF TR IIs&p500 low vol | $581,000 | -53.7% | 12,359 | -54.9% | 0.34% | -57.6% |
PIZ | Sell | POWERSHARES ETF TRUST IIdwa devmktmom pt | $563,000 | -4.9% | 20,187 | -7.7% | 0.33% | -13.0% |
PICB | Sell | POWERSHARES ETF TRUST IIintl corp bond | $562,000 | -18.3% | 20,191 | -20.6% | 0.33% | -25.1% |
T | Buy | AT&T INC | $499,000 | -4.6% | 13,995 | +4.9% | 0.29% | -12.6% |
DTE | DTE ENERGY CO | $489,000 | -2.8% | 4,687 | 0.0% | 0.28% | -10.9% | |
VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $483,000 | -4.9% | 8,886 | -7.9% | 0.28% | -12.7% |
PKG | PACKAGING CORP AMER | $460,000 | -1.9% | 4,086 | 0.0% | 0.27% | -10.4% | |
IVW | Buy | ISHARES TRs&p 500 grwt etf | $457,000 | +53.4% | 2,945 | +41.6% | 0.27% | +40.5% |
USMV | Sell | ISHARES TRmin vol usa etf | $456,000 | +2.0% | 8,774 | -1.1% | 0.27% | -6.7% |
IWR | Buy | ISHARES TRrus mid cap etf | $456,000 | +11.8% | 2,207 | +6.7% | 0.27% | +2.3% |
EFG | Buy | ISHARES TReafe grwth etf | $452,000 | +15.0% | 5,621 | +10.6% | 0.26% | +5.6% |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $441,000 | -3.7% | 5,203 | 0.0% | 0.26% | -12.0% | |
XOM | Buy | EXXON MOBIL CORP | $434,000 | -6.7% | 5,820 | +2.5% | 0.25% | -14.5% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $428,000 | -5.5% | 6,354 | -4.0% | 0.25% | -13.2% |
PFE | Sell | PFIZER INC | $427,000 | -9.9% | 12,019 | -9.5% | 0.25% | -17.5% |
TU | TELUS CORP | $425,000 | -2.3% | 12,089 | 0.0% | 0.25% | -10.5% | |
TIP | Sell | ISHARES TRtips bd etf | $404,000 | -11.2% | 3,576 | -10.7% | 0.24% | -18.6% |
OKE | ONEOK INC NEW | $403,000 | +2.8% | 7,083 | 0.0% | 0.24% | -6.0% | |
BTI | Sell | BRITISH AMERN TOB PLCsponsored adr | $384,000 | -14.9% | 6,664 | -7.6% | 0.22% | -22.0% |
MCD | Buy | MCDONALDS CORP | $379,000 | +1.3% | 2,426 | +1.6% | 0.22% | -7.1% |
PFF | Sell | ISHARES TRs&p us pfd stk | $371,000 | -12.9% | 9,875 | -10.1% | 0.22% | -20.3% |
VAW | Buy | VANGUARD WORLD FDSmaterials etf | $370,000 | +65.2% | 2,868 | +64.4% | 0.22% | +51.0% |
SWK | Sell | STANLEY BLACK & DECKER INC | $360,000 | +1.4% | 2,347 | -0.1% | 0.21% | -7.1% |
TLH | Buy | ISHARES TR10-20 yr trs etf | $359,000 | +2.0% | 2,711 | +5.0% | 0.21% | -6.7% |
BA | BOEING CO | $358,000 | +28.8% | 1,092 | 0.0% | 0.21% | +18.1% | |
PCY | Buy | POWERSHARES ETF TR IIsovereign debt | $356,000 | -5.3% | 12,641 | +0.1% | 0.21% | -13.0% |
GYLD | Sell | ARROW ETF TRarrow dj glb yld | $349,000 | -24.8% | 20,393 | -19.7% | 0.20% | -30.8% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $346,000 | -0.9% | 6,785 | -0.8% | 0.20% | -9.0% |
FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $345,000 | -21.1% | 13,593 | -15.9% | 0.20% | -27.7% |
D | DOMINION ENERGY INC | $329,000 | -12.3% | 4,876 | 0.0% | 0.19% | -19.7% | |
IOO | Sell | ISHARES TRglobal 100 etf | $327,000 | -66.8% | 3,586 | -67.8% | 0.19% | -69.5% |
MBB | Sell | ISHARES TRmbs etf | $320,000 | -4.2% | 3,056 | -1.9% | 0.19% | -12.2% |
LSI | LIFE STORAGE INC | $310,000 | +2.0% | 3,716 | 0.0% | 0.18% | -6.7% | |
FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $309,000 | +6.6% | 7,815 | 0.0% | 0.18% | -2.7% | |
MO | Sell | ALTRIA GROUP INC | $307,000 | -15.4% | 4,928 | -14.0% | 0.18% | -22.5% |
VDE | Sell | VANGUARD WORLD FDSenergy etf | $306,000 | -2.2% | 3,314 | -0.8% | 0.18% | -10.6% |
ES | EVERSOURCE ENERGY | $304,000 | -2.6% | 5,167 | 0.0% | 0.18% | -11.1% | |
IJR | Buy | ISHARES TRcore s&p scp etf | $303,000 | +28.9% | 3,931 | +24.0% | 0.18% | +18.0% |
TLT | Sell | ISHARES TR20 yr tr bd etf | $301,000 | -9.3% | 2,471 | -7.1% | 0.18% | -16.6% |
PDP | Sell | POWERSHARES ETF TRUSTdwa momentum ptf | $288,000 | -2.7% | 5,468 | -10.3% | 0.17% | -10.6% |
WEC | Sell | WEC ENERGY GROUP INC | $285,000 | -11.5% | 4,545 | -11.5% | 0.17% | -19.0% |
LNT | ALLIANT ENERGY CORP | $285,000 | -1.7% | 6,980 | 0.0% | 0.17% | -10.3% | |
HDV | Sell | ISHARES TRcore high dv etf | $274,000 | -17.5% | 3,246 | -16.0% | 0.16% | -24.2% |
FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $275,000 | -9.2% | 9,585 | -17.3% | 0.16% | -17.1% |
ADP | AUTOMATIC DATA PROCESSING IN | $271,000 | +3.8% | 2,384 | 0.0% | 0.16% | -4.8% | |
TD | TORONTO DOMINION BK ONT | $270,000 | +0.7% | 4,756 | 0.0% | 0.16% | -8.2% | |
MSFT | New | MICROSOFT CORP | $261,000 | – | 2,859 | +100.0% | 0.15% | – |
RWX | Sell | SPDR INDEX SHS FDSdj intl rl etf | $247,000 | -8.9% | 6,178 | -12.5% | 0.14% | -16.8% |
NI | NISOURCE INC | $242,000 | -6.6% | 10,123 | 0.0% | 0.14% | -14.5% | |
BMO | BANK MONTREAL QUE | $228,000 | 0.0% | 3,013 | 0.0% | 0.13% | -8.3% | |
SPLB | New | SPDR SERIES TRUSTportfolio ln cor | $228,000 | – | 8,345 | +100.0% | 0.13% | – |
BMY | BRISTOL MYERS SQUIBB CO | $224,000 | -0.9% | 3,542 | 0.0% | 0.13% | -9.0% | |
PSA | PUBLIC STORAGE | $216,000 | -6.5% | 1,079 | 0.0% | 0.13% | -14.3% | |
IDA | IDACORP INC | $212,000 | +0.5% | 2,397 | 0.0% | 0.12% | -7.5% | |
CVX | Buy | CHEVRON CORP NEW | $209,000 | +1.0% | 1,830 | +4.0% | 0.12% | -7.6% |
SLYV | New | SPDR SERIES TRUSTs&p 600 smcp val | $207,000 | – | 1,680 | +100.0% | 0.12% | – |
BWX | New | SPDR SERIES TRUSTblomberg intl tr | $208,000 | – | 7,059 | +100.0% | 0.12% | – |
SPG | SIMON PPTY GROUP INC NEW | $207,000 | -4.2% | 1,343 | 0.0% | 0.12% | -12.3% | |
SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $208,000 | – | 7,374 | +100.0% | 0.12% | – |
AAPL | New | APPLE INC | $198,000 | – | 1,178 | +100.0% | 0.12% | – |
AOM | New | ISHARES TRmodert alloc etf | $190,000 | – | 5,042 | +100.0% | 0.11% | – |
VTR | Sell | VENTAS INC | $188,000 | -24.8% | 3,799 | -1.0% | 0.11% | -30.8% |
PEP | New | PEPSICO INC | $183,000 | – | 1,674 | +100.0% | 0.11% | – |
GOVT | New | ISHARES TRus treas bd etf | $180,000 | – | 7,284 | +100.0% | 0.10% | – |
NNN | New | NATIONAL RETAIL PPTYS INC | $175,000 | – | 4,457 | +100.0% | 0.10% | – |
IUSB | New | ISHARES TRcore total usd | $174,000 | – | 3,476 | +100.0% | 0.10% | – |
GLD | New | SPDR GOLD TRUST | $172,000 | – | 1,371 | +100.0% | 0.10% | – |
IP | New | INTL PAPER CO | $171,000 | – | 3,195 | +100.0% | 0.10% | – |
PNC | New | PNC FINL SVCS GROUP INC | $171,000 | – | 1,130 | +100.0% | 0.10% | – |
WFHY | New | WISDOMTREE TRfndmtl hgh yld | $169,000 | – | 3,421 | +100.0% | 0.10% | – |
JPUS | New | JP MORGAN EXCHANGE TRADED FDjpmorgan diver | $168,000 | – | 2,414 | +100.0% | 0.10% | – |
KMB | New | KIMBERLY CLARK CORP | $166,000 | – | 1,506 | +100.0% | 0.10% | – |
STRM | Sell | STREAMLINE HEALTH SOLUTIONS | $166,000 | -5.7% | 90,000 | -25.0% | 0.10% | -13.4% |
ED | New | CONSOLIDATED EDISON INC | $164,000 | – | 2,100 | +100.0% | 0.10% | – |
DIS | New | DISNEY WALT CO | $163,000 | – | 1,626 | +100.0% | 0.10% | – |
TPR | New | TAPESTRY INC | $160,000 | – | 3,045 | +100.0% | 0.09% | – |
BLL | New | BALL CORP | $156,000 | – | 3,926 | +100.0% | 0.09% | – |
RYT | New | RYDEX ETF TRUSTgug s&p500eqwtte | $156,000 | – | 1,031 | +100.0% | 0.09% | – |
IGOV | New | ISHARES TRintl trea bd etf | $155,000 | – | 3,008 | +100.0% | 0.09% | – |
RYF | New | RYDEX ETF TRUSTgug s&p500eqwtfi | $153,000 | – | 3,493 | +100.0% | 0.09% | – |
RGI | New | RYDEX ETF TRUSTgug s&p500 eq wt | $153,000 | – | 1,283 | +100.0% | 0.09% | – |
KSS | New | KOHLS CORP | $149,000 | – | 2,269 | +100.0% | 0.09% | – |
JNJ | New | JOHNSON & JOHNSON | $150,000 | – | 1,168 | +100.0% | 0.09% | – |
VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $146,000 | – | 1,765 | +100.0% | 0.08% | – |
KO | New | COCA COLA CO | $146,000 | – | 3,356 | +100.0% | 0.08% | – |
AEE | New | AMEREN CORP | $135,000 | – | 2,391 | +100.0% | 0.08% | – |
IEFA | Sell | ISHARES TRcore msci eafe | $135,000 | -80.1% | 2,054 | -80.6% | 0.08% | -81.7% |
CME | New | CME GROUP INC | $130,000 | – | 801 | +100.0% | 0.08% | – |
IGLB | New | ISHARES TR10+ yr cr bd etf | $130,000 | – | 2,155 | +100.0% | 0.08% | – |
AFL | New | AFLAC INC | $126,000 | – | 2,886 | +100.0% | 0.07% | – |
WFC | New | WELLS FARGO CO NEW | $126,000 | – | 2,412 | +100.0% | 0.07% | – |
INTC | New | INTEL CORP | $121,000 | – | 2,326 | +100.0% | 0.07% | – |
HYLD | New | ADVISORSHARES TRperitus hg yld | $122,000 | – | 3,320 | +100.0% | 0.07% | – |
EXR | New | EXTRA SPACE STORAGE INC | $121,000 | – | 1,390 | +100.0% | 0.07% | – |
SLV | New | ISHARES SILVER TRUSTishares | $121,000 | – | 7,853 | +100.0% | 0.07% | – |
PNW | New | PINNACLE WEST CAP CORP | $120,000 | – | 1,510 | +100.0% | 0.07% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $118,000 | – | 592 | +100.0% | 0.07% | – |
OGS | New | ONE GAS INC | $116,000 | – | 1,756 | +100.0% | 0.07% | – |
ADRD | New | BLDRS INDEX FDS TRdev mk 100 adr | $116,000 | – | 5,088 | +100.0% | 0.07% | – |
CSCO | New | CISCO SYS INC | $115,000 | – | 2,687 | +100.0% | 0.07% | – |
ACN | New | ACCENTURE PLC IRELAND | $113,000 | – | 738 | +100.0% | 0.07% | – |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $111,000 | – | 1,412 | +100.0% | 0.06% | – |
MTUM | New | ISHARES TRusa momentum fct | $112,000 | – | 1,058 | +100.0% | 0.06% | – |
SPYG | New | SPDR SERIES TRUSTprtflo s&p500 gw | $109,000 | – | 3,243 | +100.0% | 0.06% | – |
RY | New | ROYAL BK CDA MONTREAL QUE | $109,000 | – | 1,415 | +100.0% | 0.06% | – |
BGCP | New | BGC PARTNERS INCcl a | $106,000 | – | 7,875 | +100.0% | 0.06% | – |
CMCSA | New | COMCAST CORP NEWcl a | $104,000 | – | 3,043 | +100.0% | 0.06% | – |
SUI | New | SUN CMNTYS INC | $104,000 | – | 1,143 | +100.0% | 0.06% | – |
AOS | New | SMITH A O | $105,000 | – | 1,650 | +100.0% | 0.06% | – |
RHP | New | RYMAN HOSPITALITY PPTYS INC | $102,000 | – | 1,313 | +100.0% | 0.06% | – |
SPY | New | SPDR S&P 500 ETF TRtr unit | $102,000 | – | 387 | +100.0% | 0.06% | – |
OGE | New | OGE ENERGY CORP | $99,000 | – | 3,027 | +100.0% | 0.06% | – |
BSCQ | New | CLAYMORE EXCHANGE TRD FD TRguggenhem 2026 | $98,000 | – | 5,174 | +100.0% | 0.06% | – |
RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $97,000 | – | 2,094 | +100.0% | 0.06% | – |
SCIU | New | GLOBAL X FDSscien beta us | $96,000 | – | 3,105 | +100.0% | 0.06% | – |
IMCB | New | ISHARES TRmrgstr md cp etf | $96,000 | – | 528 | +100.0% | 0.06% | – |
ITW | New | ILLINOIS TOOL WKS INC | $95,000 | – | 609 | +100.0% | 0.06% | – |
BSCP | New | CLAYMORE EXCHANGE TRD FD TRgugenhim 2025 | $94,000 | – | 4,676 | +100.0% | 0.06% | – |
FITB | New | FIFTH THIRD BANCORP | $95,000 | – | 3,000 | +100.0% | 0.06% | – |
SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $93,000 | – | 3,170 | +100.0% | 0.05% | – |
RAVI | New | FLEXSHARES TRready acc vari | $92,000 | – | 1,220 | +100.0% | 0.05% | – |
SLYG | New | SPDR SERIES TRUSTs&p 600 smcp grw | $89,000 | – | 384 | +100.0% | 0.05% | – |
BICK | New | FIRST TR BICK INDEX FD | $87,000 | – | 2,804 | +100.0% | 0.05% | – |
EMHY | New | ISHARES INCem hghyl bd etf | $85,000 | – | 1,736 | +100.0% | 0.05% | – |
BSCN | New | CLAYMORE EXCHANGE TRD FD TR2023 corp bond | $84,000 | – | 4,115 | +100.0% | 0.05% | – |
IEMG | Sell | ISHARES INCcore msci emkt | $82,000 | -86.4% | 1,408 | -87.4% | 0.05% | -87.5% |
FNI | New | FIRST TR EXCHANGE TRADED FDchindia etf | $81,000 | – | 2,062 | +100.0% | 0.05% | – |
FGM | New | FIRST TR EXCH TRD ALPHA FD Igermany alpha | $80,000 | – | 1,609 | +100.0% | 0.05% | – |
FSZ | New | FIRST TR EXCH TRD ALPHA FD Iswitzlnd alpha | $80,000 | – | 1,525 | +100.0% | 0.05% | – |
ORCL | New | ORACLE CORP | $81,000 | – | 1,760 | +100.0% | 0.05% | – |
PEG | New | PUBLIC SVC ENTERPRISE GROUP | $79,000 | – | 1,563 | +100.0% | 0.05% | – |
BSCM | New | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2022 | $79,000 | – | 3,796 | +100.0% | 0.05% | – |
DRI | New | DARDEN RESTAURANTS INC | $78,000 | – | 914 | +100.0% | 0.04% | – |
SO | New | SOUTHERN CO | $78,000 | – | 1,741 | +100.0% | 0.04% | – |
PACW | New | PACWEST BANCORP DEL | $78,000 | – | 1,575 | +100.0% | 0.04% | – |
SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $75,000 | – | 1,196 | +100.0% | 0.04% | – |
VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $75,000 | – | 1,450 | +100.0% | 0.04% | – |
FDT | New | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $75,000 | – | 1,199 | +100.0% | 0.04% | – |
HP | New | HELMERICH & PAYNE INC | $74,000 | – | 1,115 | +100.0% | 0.04% | – |
IYM | New | ISHARES TRu.s. bas mtl etf | $72,000 | – | 751 | +100.0% | 0.04% | – |
SJI | New | SOUTH JERSEY INDS INC | $71,000 | – | 2,515 | +100.0% | 0.04% | – |
SDY | New | SPDR SERIES TRUSTs&p divid etf | $69,000 | – | 752 | +100.0% | 0.04% | – |
SHY | New | ISHARES TR1 3 yr treas bd | $69,000 | – | 824 | +100.0% | 0.04% | – |
BIV | New | VANGUARD BD INDEX FD INCintermed term | $67,000 | – | 817 | +100.0% | 0.04% | – |
IWM | New | ISHARES TRrussell 2000 etf | $65,000 | – | 426 | +100.0% | 0.04% | – |
VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $63,000 | – | 1,041 | +100.0% | 0.04% | – |
ICF | New | ISHARES TRcohen steer reit | $64,000 | – | 685 | +100.0% | 0.04% | – |
IAU | New | ISHARES GOLD TRUSTishares | $64,000 | – | 5,060 | +100.0% | 0.04% | – |
CSX | New | CSX CORP | $63,000 | – | 1,125 | +100.0% | 0.04% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $64,000 | – | 1,345 | +100.0% | 0.04% | – |
ECL | New | ECOLAB INC | $62,000 | – | 450 | +100.0% | 0.04% | – |
SPLG | New | SPDR SERIES TRUSTportfolio lr etf | $61,000 | – | 1,965 | +100.0% | 0.04% | – |
VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $61,000 | – | 562 | +100.0% | 0.04% | – |
XLK | New | SELECT SECTOR SPDR TRtechnology | $60,000 | – | 914 | +100.0% | 0.04% | – |
SPTI | New | SPDR SERIES TRUSTblmbrg brc intrm | $60,000 | – | 1,024 | +100.0% | 0.04% | – |
VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $60,000 | – | 1,027 | +100.0% | 0.04% | – |
IEUR | New | ISHARES TRcore msci euro | $58,000 | – | 1,158 | +100.0% | 0.03% | – |
GIS | New | GENERAL MLS INC | $58,000 | – | 1,280 | +100.0% | 0.03% | – |
PX | New | PRAXAIR INC | $59,000 | – | 408 | +100.0% | 0.03% | – |
AEP | New | AMERICAN ELEC PWR INC | $57,000 | – | 824 | +100.0% | 0.03% | – |
AOA | New | ISHARES TRaggres alloc etf | $57,000 | – | 1,073 | +100.0% | 0.03% | – |
GEO | New | GEO GROUP INC NEW | $53,000 | – | 2,572 | +100.0% | 0.03% | – |
PEI | New | PENNSYLVANIA RL ESTATE INVTsh ben int | $53,000 | – | 5,500 | +100.0% | 0.03% | – |
AMID | New | AMERICAN MIDSTREAM PARTNERS | $53,000 | – | 4,950 | +100.0% | 0.03% | – |
TRV | New | TRAVELERS COMPANIES INC | $54,000 | – | 391 | +100.0% | 0.03% | – |
VGT | New | VANGUARD WORLD FDSinf tech etf | $52,000 | – | 303 | +100.0% | 0.03% | – |
NOC | New | NORTHROP GRUMMAN CORP | $52,000 | – | 149 | +100.0% | 0.03% | – |
MMM | New | 3M CO | $51,000 | – | 233 | +100.0% | 0.03% | – |
TXN | New | TEXAS INSTRS INC | $50,000 | – | 478 | +100.0% | 0.03% | – |
NKE | New | NIKE INCcl b | $49,000 | – | 730 | +100.0% | 0.03% | – |
XAR | New | SPDR SERIES TRUSTaerospace def | $49,000 | – | 567 | +100.0% | 0.03% | – |
CDK | New | CDK GLOBAL INC | $50,000 | – | 786 | +100.0% | 0.03% | – |
VCLT | New | VANGUARD SCOTTSDALE FDSlg-term cor bd | $49,000 | – | 532 | +100.0% | 0.03% | – |
MON | New | MONSANTO CO NEW | $49,000 | – | 417 | +100.0% | 0.03% | – |
TDTF | New | FLEXSHARES TRiboxx 5yr trgt | $48,000 | – | 1,948 | +100.0% | 0.03% | – |
EOG | New | EOG RES INC | $46,000 | – | 439 | +100.0% | 0.03% | – |
WOOD | New | ISHARES TRgl timb fore etf | $47,000 | – | 595 | +100.0% | 0.03% | – |
USIG | New | ISHARES TRus cr bd etf | $46,000 | – | 423 | +100.0% | 0.03% | – |
HEES | New | H & E EQUIPMENT SERVICES INC | $47,000 | – | 1,224 | +100.0% | 0.03% | – |
AON | New | AON PLC | $46,000 | – | 325 | +100.0% | 0.03% | – |
HON | New | HONEYWELL INTL INC | $46,000 | – | 320 | +100.0% | 0.03% | – |
SHV | New | ISHARES TRshort treas bd | $47,000 | – | 423 | +100.0% | 0.03% | – |
DWDP | New | DOWDUPONT INC | $46,000 | – | 724 | +100.0% | 0.03% | – |
SYK | New | STRYKER CORP | $46,000 | – | 288 | +100.0% | 0.03% | – |
DES | New | WISDOMTREE TRus smallcap divd | $44,000 | – | 1,624 | +100.0% | 0.03% | – |
XSLV | New | POWERSHARES ETF TR IIs&p600 lovl pt | $45,000 | – | 1,010 | +100.0% | 0.03% | – |
PFIG | New | POWERSHARES ETF TR IIfnd inv gr cp | $44,000 | – | 1,774 | +100.0% | 0.03% | – |
GNMA | New | ISHARES TRgnma bond etf | $44,000 | – | 899 | +100.0% | 0.03% | – |
IPAC | New | ISHARES TRcore msci pac | $45,000 | – | 756 | +100.0% | 0.03% | – |
MDYG | New | SPDR SERIES TRUSTs&p 400 mdcp grw | $45,000 | – | 285 | +100.0% | 0.03% | – |
MKC | New | MCCORMICK & CO INC | $43,000 | – | 405 | +100.0% | 0.02% | – |
IWB | New | ISHARES TRrus 1000 etf | $43,000 | – | 290 | +100.0% | 0.02% | – |
BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $41,000 | – | 1,782 | +100.0% | 0.02% | – |
TGH | New | TEXTAINER GROUP HOLDINGS LTD | $41,000 | – | 2,395 | +100.0% | 0.02% | – |
BSBR | New | BANCO SANTANDER BRASIL S Aads rep 1 unit | $41,000 | – | 3,440 | +100.0% | 0.02% | – |
SPMO | New | POWERSHARES ETF TRUST IIs&p500 mometum | $41,000 | – | 1,172 | +100.0% | 0.02% | – |
XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $42,000 | – | 840 | +100.0% | 0.02% | – |
BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $41,000 | – | 524 | +100.0% | 0.02% | – |
IQDF | New | FLEXSHARES TRintl qltdv idx | $42,000 | – | 1,585 | +100.0% | 0.02% | – |
WMT | New | WALMART INC | $42,000 | – | 475 | +100.0% | 0.02% | – |
BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $40,000 | – | 1,025 | +100.0% | 0.02% | – |
CORR | New | CORENERGY INFRASTRUCTURE TR | $39,000 | – | 1,050 | +100.0% | 0.02% | – |
BDX | New | BECTON DICKINSON & CO | $39,000 | – | 179 | +100.0% | 0.02% | – |
IPFF | New | ISHARES TRintl pfd stk etf | $38,000 | – | 2,108 | +100.0% | 0.02% | – |
GE | Sell | GENERAL ELECTRIC CO | $38,000 | -92.9% | 2,820 | -87.3% | 0.02% | -93.6% |
APD | New | AIR PRODS & CHEMS INC | $37,000 | – | 232 | +100.0% | 0.02% | – |
IGF | New | ISHARES TRglb infrastr etf | $38,000 | – | 896 | +100.0% | 0.02% | – |
JPEM | New | JP MORGAN EXCHANGE TRADED FDdiv rtn em eqt | $38,000 | – | 628 | +100.0% | 0.02% | – |
APTS | New | PREFERRED APT CMNTYS INC | $38,000 | – | 2,700 | +100.0% | 0.02% | – |
IYF | New | ISHARES TRu.s. finls etf | $38,000 | – | 323 | +100.0% | 0.02% | – |
VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $36,000 | – | 729 | +100.0% | 0.02% | – |
COP | New | CONOCOPHILLIPS | $36,000 | – | 610 | +100.0% | 0.02% | – |
TWX | New | TIME WARNER INC | $35,000 | – | 375 | +100.0% | 0.02% | – |
QCOM | New | QUALCOMM INC | $35,000 | – | 627 | +100.0% | 0.02% | – |
CMS | New | CMS ENERGY CORP | $33,000 | – | 724 | +100.0% | 0.02% | – |
ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $32,000 | – | 1,085 | +100.0% | 0.02% | – |
GXC | New | SPDR INDEX SHS FDSs&p china etf | $32,000 | – | 288 | +100.0% | 0.02% | – |
ITM | New | VANECK VECTORS ETF TRamt free int etf | $31,000 | – | 1,300 | +100.0% | 0.02% | – |
EMR | New | EMERSON ELEC CO | $29,000 | – | 421 | +100.0% | 0.02% | – |
ONEY | New | SPDR SER TRrussell yield | $30,000 | – | 440 | +100.0% | 0.02% | – |
BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $29,000 | – | 697 | +100.0% | 0.02% | – |
MAIN | New | MAIN STREET CAPITAL CORP | $29,000 | – | 783 | +100.0% | 0.02% | – |
SPIB | New | SPDR SERIES TRUSTportfolio intrmd | $30,000 | – | 892 | +100.0% | 0.02% | – |
AMZN | New | AMAZON COM INC | $30,000 | – | 21 | +100.0% | 0.02% | – |
BGC | New | GENERAL CABLE CORP DEL NEW | $29,000 | – | 980 | +100.0% | 0.02% | – |
VGLT | New | VANGUARD SCOTTSDALE FDSlong term treas | $29,000 | – | 385 | +100.0% | 0.02% | – |
SPHY | New | SPDR SER TRice bofaml etf | $30,000 | – | 1,179 | +100.0% | 0.02% | – |
WSBC | New | WESBANCO INC | $29,000 | – | 692 | +100.0% | 0.02% | – |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $29,000 | – | 450 | +100.0% | 0.02% | – |
TDC | New | TERADATA CORP DEL | $28,000 | – | 704 | +100.0% | 0.02% | – |
KBE | New | SPDR SERIES TRUSTs&p bk etf | $28,000 | – | 577 | +100.0% | 0.02% | – |
SBUX | New | STARBUCKS CORP | $27,000 | – | 472 | +100.0% | 0.02% | – |
IWS | New | ISHARES TRrus mdcp val etf | $28,000 | – | 327 | +100.0% | 0.02% | – |
USB | New | US BANCORP DEL | $27,000 | – | 534 | +100.0% | 0.02% | – |
IAGG | New | ISHARES TRcore intl aggr | $28,000 | – | 525 | +100.0% | 0.02% | – |
LB | New | L BRANDS INC | $28,000 | – | 729 | +100.0% | 0.02% | – |
EWX | New | SPDR INDEX SHS FDSs&p emktsc etf | $27,000 | – | 509 | +100.0% | 0.02% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $25,000 | – | 195 | +100.0% | 0.02% | – |
DE | New | DEERE & CO | $25,000 | – | 160 | +100.0% | 0.02% | – |
LYB | New | LYONDELLBASELL INDUSTRIES N | $26,000 | – | 243 | +100.0% | 0.02% | – |
AMLP | New | ALPS ETF TRalerian mlp | $26,000 | – | 2,759 | +100.0% | 0.02% | – |
COL | New | ROCKWELL COLLINS INC | $24,000 | – | 178 | +100.0% | 0.01% | – |
ADRE | New | BLDRS INDEX FDS TRemer mk 50 adr | $24,000 | – | 543 | +100.0% | 0.01% | – |
SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $24,000 | – | 748 | +100.0% | 0.01% | – |
MORT | New | VANECK VECTORS ETF TR | $24,000 | – | 1,050 | +100.0% | 0.01% | – |
FLO | New | FLOWERS FOODS INC | $22,000 | – | 1,021 | +100.0% | 0.01% | – |
RWR | New | SPDR SERIES TRUSTdj reit etf | $22,000 | – | 256 | +100.0% | 0.01% | – |
MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $23,000 | – | 400 | +100.0% | 0.01% | – |
KR | New | KROGER CO | $23,000 | – | 950 | +100.0% | 0.01% | – |
GPC | New | GENUINE PARTS CO | $22,000 | – | 250 | +100.0% | 0.01% | – |
GRA | New | GRACE W R & CO DEL NEW | $23,000 | – | 375 | +100.0% | 0.01% | – |
PSX | New | PHILLIPS 66 | $23,000 | – | 238 | +100.0% | 0.01% | – |
VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $23,000 | – | 180 | +100.0% | 0.01% | – |
VMC | New | VULCAN MATLS CO | $23,000 | – | 200 | +100.0% | 0.01% | – |
BNS | New | BANK N S HALIFAX | $23,000 | – | 375 | +100.0% | 0.01% | – |
C | New | CITIGROUP INC | $23,000 | – | 342 | +100.0% | 0.01% | – |
GWPH | New | GW PHARMACEUTICALS PLCads | $21,000 | – | 182 | +100.0% | 0.01% | – |
LGIH | New | LGI HOMES INC | $20,000 | – | 278 | +100.0% | 0.01% | – |
REET | New | ISHARES TRglobal reit etf | $20,000 | – | 833 | +100.0% | 0.01% | – |
NLY | New | ANNALY CAP MGMT INC | $21,000 | – | 2,000 | +100.0% | 0.01% | – |
EPI | New | WISDOMTREE TRindia erngs fd | $20,000 | – | 744 | +100.0% | 0.01% | – |
SUN | New | SUNOCO LP | $20,000 | – | 800 | +100.0% | 0.01% | – |
PBA | New | PEMBINA PIPELINE CORP | $21,000 | – | 686 | +100.0% | 0.01% | – |
ISCV | New | ISHARES TRmrning sm cp etf | $20,000 | – | 140 | +100.0% | 0.01% | – |
SHOP | New | SHOPIFY INCcl a | $21,000 | – | 165 | +100.0% | 0.01% | – |
SCG | New | SCANA CORP NEW | $21,000 | – | 561 | +100.0% | 0.01% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $19,000 | – | 133 | +100.0% | 0.01% | – |
SPMD | New | SPDR SERIES TRUSTportfolio md etf | $19,000 | – | 572 | +100.0% | 0.01% | – |
PPL | New | PPL CORP | $19,000 | – | 680 | +100.0% | 0.01% | – |
SCI | New | SERVICE CORP INTL | $19,000 | – | 512 | +100.0% | 0.01% | – |
ACCO | New | ACCO BRANDS CORP | $18,000 | – | 1,457 | +100.0% | 0.01% | – |
GOOG | New | ALPHABET INCcap stk cl c | $17,000 | – | 16 | +100.0% | 0.01% | – |
BOND | New | PIMCO ETF TRactive bd etf | $17,000 | – | 165 | +100.0% | 0.01% | – |
O | New | REALTY INCOME CORP | $18,000 | – | 340 | +100.0% | 0.01% | – |
RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $18,000 | – | 275 | +100.0% | 0.01% | – |
SYE | New | SSGA ACTIVE ETF TRmfs sys cor eq | $17,000 | – | 235 | +100.0% | 0.01% | – |
SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $17,000 | – | 252 | +100.0% | 0.01% | – |
TMO | New | THERMO FISHER SCIENTIFIC INC | $17,000 | – | 80 | +100.0% | 0.01% | – |
MA | New | MASTERCARD INCORPORATEDcl a | $15,000 | – | 83 | +100.0% | 0.01% | – |
ESRX | New | EXPRESS SCRIPTS HLDG CO | $15,000 | – | 210 | +100.0% | 0.01% | – |
AOK | New | ISHARES TRconser alloc etf | $15,000 | – | 433 | +100.0% | 0.01% | – |
DON | New | WISDOMTREE TRus midcap divid | $15,000 | – | 435 | +100.0% | 0.01% | – |
ESG | New | FLEXSHARES TRstox esg index | $16,000 | – | 263 | +100.0% | 0.01% | – |
LGLV | New | SPDR SER TRssga us lrg etf | $15,000 | – | 168 | +100.0% | 0.01% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $15,000 | – | 310 | +100.0% | 0.01% | – |
VXUS | New | VANGUARD STAR FDvg tl intl stk f | $16,000 | – | 286 | +100.0% | 0.01% | – |
XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $15,000 | – | 183 | +100.0% | 0.01% | – |
ABBV | New | ABBVIE INC | $15,000 | – | 159 | +100.0% | 0.01% | – |
IYLD | New | ISHARES TRmrngstr inc etf | $15,000 | – | 593 | +100.0% | 0.01% | – |
GQRE | New | FLEXSHARES TRglb qlt r/e idx | $14,000 | – | 230 | +100.0% | 0.01% | – |
ABT | New | ABBOTT LABS | $13,000 | – | 215 | +100.0% | 0.01% | – |
MRO | New | MARATHON OIL CORP | $13,000 | – | 800 | +100.0% | 0.01% | – |
CPRT | New | COPART INC | $13,000 | – | 265 | +100.0% | 0.01% | – |
NFRA | New | FLEXSHARES TRstoxx globr inf | $13,000 | – | 272 | +100.0% | 0.01% | – |
PRU | New | PRUDENTIAL FINL INC | $14,000 | – | 136 | +100.0% | 0.01% | – |
PXD | New | PIONEER NAT RES CO | $13,000 | – | 75 | +100.0% | 0.01% | – |
SPIP | New | SPDR SERIES TRUSTblombrg brc tips | $12,000 | – | 209 | +100.0% | 0.01% | – |
EWO | New | ISHARES INCmsci austria etf | $12,000 | – | 463 | +100.0% | 0.01% | – |
JCI | New | JOHNSON CTLS INTL PLC | $12,000 | – | 334 | +100.0% | 0.01% | – |
AOR | New | ISHARES TRgrwt allocat etf | $12,000 | – | 279 | +100.0% | 0.01% | – |
BLV | New | VANGUARD BD INDEX FD INClong term bond | $12,000 | – | 127 | +100.0% | 0.01% | – |
ILCB | New | ISHARES TRmrngstr lg-cp et | $10,000 | – | 68 | +100.0% | 0.01% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $10,000 | – | 10 | +100.0% | 0.01% | – |
SPYD | New | SPDR SER TRprtflo s&p500 hi | $11,000 | – | 314 | +100.0% | 0.01% | – |
HE | New | HAWAIIAN ELEC INDUSTRIES | $10,000 | – | 300 | +100.0% | 0.01% | – |
SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $10,000 | – | 195 | +100.0% | 0.01% | – |
BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $10,000 | – | 56 | +100.0% | 0.01% | – |
XLB | New | SELECT SECTOR SPDR TRsbi materials | $10,000 | – | 172 | +100.0% | 0.01% | – |
HD | New | HOME DEPOT INC | $11,000 | – | 63 | +100.0% | 0.01% | – |
DUK | New | DUKE ENERGY CORP NEW | $10,000 | – | 130 | +100.0% | 0.01% | – |
EPOL | New | ISHARES TRmsci poland etf | $10,000 | – | 403 | +100.0% | 0.01% | – |
FMB | New | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $10,000 | – | 182 | +100.0% | 0.01% | – |
F | New | FORD MTR CO DEL | $10,000 | – | 920 | +100.0% | 0.01% | – |
BSX | New | BOSTON SCIENTIFIC CORP | $10,000 | – | 355 | +100.0% | 0.01% | – |
VNM | New | VANECK VECTORS ETF TRvietnam etf | $10,000 | – | 500 | +100.0% | 0.01% | – |
TFI | New | SPDR SER TRnuveen brc munic | $10,000 | – | 210 | +100.0% | 0.01% | – |
NAVB | NAVIDEA BIOPHARMACEUTICALS I | $10,000 | -16.7% | 28,810 | 0.0% | 0.01% | -25.0% | |
MINT | New | PIMCO ETF TRenhan shrt ma ac | $11,000 | – | 107 | +100.0% | 0.01% | – |
SJM | New | SMUCKER J M CO | $8,000 | – | 67 | +100.0% | 0.01% | – |
HCRSQ | New | HI-CRUSH PARTNERS LP | $9,000 | – | 880 | +100.0% | 0.01% | – |
BLK | New | BLACKROCK INC | $9,000 | – | 16 | +100.0% | 0.01% | – |
DHR | New | DANAHER CORP DEL | $9,000 | – | 92 | +100.0% | 0.01% | – |
MS | New | MORGAN STANLEY | $8,000 | – | 141 | +100.0% | 0.01% | – |
SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $9,000 | – | 275 | +100.0% | 0.01% | – |
AWK | New | AMERICAN WTR WKS CO INC NEW | $8,000 | – | 94 | +100.0% | 0.01% | – |
TUR | New | ISHARES INCmsci turkey etf | $8,000 | – | 178 | +100.0% | 0.01% | – |
GLW | New | CORNING INC | $8,000 | – | 303 | +100.0% | 0.01% | – |
ENB | New | ENBRIDGE INC | $8,000 | – | 264 | +100.0% | 0.01% | – |
MFC | New | MANULIFE FINL CORP | $9,000 | – | 494 | +100.0% | 0.01% | – |
VV | New | VANGUARD INDEX FDSlarge cap etf | $8,000 | – | 63 | +100.0% | 0.01% | – |
EXC | New | EXELON CORP | $8,000 | – | 200 | +100.0% | 0.01% | – |
BBT | New | BB&T CORP | $8,000 | – | 146 | +100.0% | 0.01% | – |
LKQ | New | LKQ CORP | $9,000 | – | 230 | +100.0% | 0.01% | – |
OXY | New | OCCIDENTAL PETE CORP DEL | $7,000 | – | 103 | +100.0% | 0.00% | – |
SIRI | New | SIRIUS XM HLDGS INC | $7,000 | – | 1,143 | +100.0% | 0.00% | – |
DHT | New | DHT HOLDINGS INC | $7,000 | – | 2,000 | +100.0% | 0.00% | – |
COF | New | CAPITAL ONE FINL CORP | $7,000 | – | 74 | +100.0% | 0.00% | – |
HSIC | New | SCHEIN HENRY INC | $7,000 | – | 99 | +100.0% | 0.00% | – |
TROW | New | PRICE T ROWE GROUP INC | $7,000 | – | 62 | +100.0% | 0.00% | – |
VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $7,000 | – | 60 | +100.0% | 0.00% | – |
HTA | New | HEALTHCARE TR AMER INCcl a new | $7,000 | – | 273 | +100.0% | 0.00% | – |
SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $7,000 | – | 136 | +100.0% | 0.00% | – |
EQT | New | EQT CORP | $5,000 | – | 100 | +100.0% | 0.00% | – |
IPKW | New | POWERSHARES ETF TR IIpwrs int buybk | $5,000 | – | 126 | +100.0% | 0.00% | – |
COST | New | COSTCO WHSL CORP NEW | $5,000 | – | 27 | +100.0% | 0.00% | – |
VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $6,000 | – | 88 | +100.0% | 0.00% | – |
VDC | New | VANGUARD WORLD FDSconsum stp etf | $5,000 | – | 35 | +100.0% | 0.00% | – |
KHC | New | KRAFT HEINZ CO | $6,000 | – | 91 | +100.0% | 0.00% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $5,000 | – | 79 | +100.0% | 0.00% | – |
CELG | New | CELGENE CORP | $5,000 | – | 58 | +100.0% | 0.00% | – |
VVC | New | VECTREN CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
EFV | New | ISHARES TReafe value etf | $6,000 | – | 115 | +100.0% | 0.00% | – |
BAX | New | BAXTER INTL INC | $5,000 | – | 70 | +100.0% | 0.00% | – |
V | New | VISA INC | $5,000 | – | 43 | +100.0% | 0.00% | – |
JJCTF | New | BARCLAYS BK PLCetn djubs copr37 | $6,000 | – | 190 | +100.0% | 0.00% | – |
ADBE | New | ADOBE SYS INC | $6,000 | – | 29 | +100.0% | 0.00% | – |
IWV | New | ISHARES TRrussell 3000 etf | $6,000 | – | 37 | +100.0% | 0.00% | – |
BKF | New | ISHARES INCmsci bric indx | $5,000 | – | 108 | +100.0% | 0.00% | – |
LEMB | New | ISHARES INCjp morgan em etf | $5,000 | – | 102 | +100.0% | 0.00% | – |
SLB | New | SCHLUMBERGER LTD | $5,000 | – | 75 | +100.0% | 0.00% | – |
HII | New | HUNTINGTON INGALLS INDS INC | $6,000 | – | 24 | +100.0% | 0.00% | – |
SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $5,000 | – | 104 | +100.0% | 0.00% | – |
RHT | New | RED HAT INC | $5,000 | – | 33 | +100.0% | 0.00% | – |
PKB | New | POWERSHARES ETF TRUSTdyn bldg cnstr | $6,000 | – | 194 | +100.0% | 0.00% | – |
MET | New | METLIFE INC | $5,000 | – | 102 | +100.0% | 0.00% | – |
TLTE | New | FLEXSHARES TRmstar emkt fac | $5,000 | – | 90 | +100.0% | 0.00% | – |
TM | New | TOYOTA MOTOR CORP | $6,000 | – | 49 | +100.0% | 0.00% | – |
MCK | New | MCKESSON CORP | $5,000 | – | 38 | +100.0% | 0.00% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $6,000 | – | 55 | +100.0% | 0.00% | – |
SLX | New | VANECK VECTORS ETF TRsteel etf | $6,000 | – | 138 | +100.0% | 0.00% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $4,000 | – | 28 | +100.0% | 0.00% | – |
NFLX | New | NETFLIX INC | $3,000 | – | 10 | +100.0% | 0.00% | – |
ROK | New | ROCKWELL AUTOMATION INC | $4,000 | – | 24 | +100.0% | 0.00% | – |
ACWI | New | ISHARES TRmsci acwi etf | $3,000 | – | 43 | +100.0% | 0.00% | – |
MU | New | MICRON TECHNOLOGY INC | $3,000 | – | 65 | +100.0% | 0.00% | – |
XL | New | XL GROUP LTD | $4,000 | – | 80 | +100.0% | 0.00% | – |
APA | New | APACHE CORP | $3,000 | – | 72 | +100.0% | 0.00% | – |
MMC | New | MARSH & MCLENNAN COS INC | $3,000 | – | 41 | +100.0% | 0.00% | – |
BR | New | BROADRIDGE FINL SOLUTIONS IN | $3,000 | – | 29 | +100.0% | 0.00% | – |
SPSB | New | SPDR SERIES TRUSTportfolio short | $3,000 | – | 92 | +100.0% | 0.00% | – |
MRK | New | MERCK & CO INC | $4,000 | – | 79 | +100.0% | 0.00% | – |
TJX | New | TJX COS INC NEW | $4,000 | – | 48 | +100.0% | 0.00% | – |
AMGN | New | AMGEN INC | $3,000 | – | 18 | +100.0% | 0.00% | – |
CVS | New | CVS HEALTH CORP | $3,000 | – | 42 | +100.0% | 0.00% | – |
ORLY | New | O REILLY AUTOMOTIVE INC NEW | $3,000 | – | 11 | +100.0% | 0.00% | – |
AMP | New | AMERIPRISE FINL INC | $3,000 | – | 23 | +100.0% | 0.00% | – |
ABC | New | AMERISOURCEBERGEN CORP | $3,000 | – | 32 | +100.0% | 0.00% | – |
FXG | New | FIRST TR EXCHANGE TRADED FDconsumr staple | $3,000 | – | 70 | +100.0% | 0.00% | – |
FB | New | FACEBOOK INCcl a | $3,000 | – | 19 | +100.0% | 0.00% | – |
IXUS | New | ISHARES TRcore msci total | $3,000 | – | 50 | +100.0% | 0.00% | – |
DVMT | New | DELL TECHNOLOGIES INC | $4,000 | – | 48 | +100.0% | 0.00% | – |
LOW | New | LOWES COS INC | $4,000 | – | 43 | +100.0% | 0.00% | – |
CINF | New | CINCINNATI FINL CORP | $4,000 | – | 55 | +100.0% | 0.00% | – |
AMT | New | AMERICAN TOWER CORP NEW | $4,000 | – | 27 | +100.0% | 0.00% | – |
TWO | New | TWO HBRS INVT CORP | $3,000 | – | 212 | +100.0% | 0.00% | – |
CCI | New | CROWN CASTLE INTL CORP NEW | $4,000 | – | 37 | +100.0% | 0.00% | – |
BAB | New | POWERSHARES ETF TR IItxble mun prtflo | $3,000 | – | 110 | +100.0% | 0.00% | – |
PAYX | New | PAYCHEX INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
ZION | New | ZIONS BANCORPORATION | $4,000 | – | 82 | +100.0% | 0.00% | – |
RSG | New | REPUBLIC SVCS INC | $4,000 | – | 61 | +100.0% | 0.00% | – |
SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $3,000 | – | 102 | +100.0% | 0.00% | – |
DLR | New | DIGITAL RLTY TR INC | $4,000 | – | 40 | +100.0% | 0.00% | – |
ICE | New | INTERCONTINENTAL EXCHANGE IN | $4,000 | – | 49 | +100.0% | 0.00% | – |
PCEF | New | POWERSHARES ETF TRUST II | $1,000 | – | 33 | +100.0% | 0.00% | – |
SPHD | New | POWERSHARES ETF TR II | $2,000 | – | 47 | +100.0% | 0.00% | – |
NVS | New | NOVARTIS A Gsponsored adr | $1,000 | – | 13 | +100.0% | 0.00% | – |
NCR | New | NCR CORP NEW | $1,000 | – | 38 | +100.0% | 0.00% | – |
RELX | New | RELX PLCsponsored adr | $1,000 | – | 60 | +100.0% | 0.00% | – |
RENX | New | RELX NVsponsored adr | $1,000 | – | 46 | +100.0% | 0.00% | – |
MKTX | New | MARKETAXESS HLDGS INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
LUK | New | LEUCADIA NATL CORP | $1,000 | – | 60 | +100.0% | 0.00% | – |
EL | New | LAUDER ESTEE COS INCcl a | $2,000 | – | 16 | +100.0% | 0.00% | – |
SUB | New | ISHARES TRshrt nat mun etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
IUSV | New | ISHARES TRcore s&p us vlu | $2,000 | – | 42 | +100.0% | 0.00% | – |
FXI | New | ISHARES TRchina lg-cap etf | $1,000 | – | 23 | +100.0% | 0.00% | – |
HYXU | New | ISHARES INCintl high yield | $2,000 | – | 43 | +100.0% | 0.00% | – |
XHB | New | SPDR SERIES TRUSTs&p homebuild | $1,000 | – | 25 | +100.0% | 0.00% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,000 | – | 3 | +100.0% | 0.00% | – |
SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
AVGO | New | BROADCOM LTD | $2,000 | – | 10 | +100.0% | 0.00% | – |
HPE | New | HEWLETT PACKARD ENTERPRISE C | $2,000 | – | 100 | +100.0% | 0.00% | – |
SRE | New | SEMPRA ENERGY | $1,000 | – | 11 | +100.0% | 0.00% | – |
SHPG | New | SHIRE PLCsponsored adr | $1,000 | – | 10 | +100.0% | 0.00% | – |
HAS | New | HASBRO INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
HPQ | New | HP INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
GPMT | New | GRANITE PT MTG TR INC | $1,000 | – | 57 | +100.0% | 0.00% | – |
GSLC | New | GOLDMAN SACHS ETF TRequity etf | $2,000 | – | 37 | +100.0% | 0.00% | – |
GILD | New | GILEAD SCIENCES INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
GM | New | GENERAL MTRS CO | $1,000 | – | 29 | +100.0% | 0.00% | – |
FTV | New | FORTIVE CORP | $2,000 | – | 25 | +100.0% | 0.00% | – |
AMTD | New | TD AMERITRADE HLDG CORP | $2,000 | – | 27 | +100.0% | 0.00% | – |
TRXC | New | TRANSENTERIX INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
EFX | New | EQUIFAX INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
ENR | New | ENERGIZER HLDGS INC NEW | $2,000 | – | 33 | +100.0% | 0.00% | – |
UNH | New | UNITEDHEALTH GROUP INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
VLO | New | VALERO ENERGY CORP NEW | $2,000 | – | 17 | +100.0% | 0.00% | – |
EPC | New | EDGEWELL PERS CARE CO | $2,000 | – | 33 | +100.0% | 0.00% | – |
MGK | New | VANGUARD WORLD FDmega grwth ind | $1,000 | – | 7 | +100.0% | 0.00% | – |
VWOB | New | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
DXC | New | DXC TECHNOLOGY CO | $1,000 | – | 8 | +100.0% | 0.00% | – |
DNP | New | DNP SELECT INCOME FD | $1,000 | – | 100 | +100.0% | 0.00% | – |
TCS | New | CONTAINER STORE GROUP INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
STZ | New | CONSTELLATION BRANDS INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
CTAS | New | CINTAS CORP | $2,000 | – | 11 | +100.0% | 0.00% | – |
CC | New | CHEMOURS CO | $2,000 | – | 50 | +100.0% | 0.00% | – |
CAT | New | CATERPILLAR INC DEL | $2,000 | – | 11 | +100.0% | 0.00% | – |
CCL | New | CARNIVAL CORPunit 99/99/9999 | $1,000 | – | 19 | +100.0% | 0.00% | – |
CNO | New | CNO FINL GROUP INC | $1,000 | – | 63 | +100.0% | 0.00% | – |
CDW | New | CDW CORP | $1,000 | – | 19 | +100.0% | 0.00% | – |
BKNG | New | BOOKING HLDGS INC | $2,000 | – | 1 | +100.0% | 0.00% | – |
MT | New | ARCELORMITTAL SA LUXEMBOURGny registry sh | $1,000 | – | 33 | +100.0% | 0.00% | – |
WMB | New | WILLIAMS COS INC DEL | $1,000 | – | 58 | +100.0% | 0.00% | – |
YUM | New | YUM BRANDS INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
AET | New | AETNA INC NEW | $2,000 | – | 9 | +100.0% | 0.00% | – |
MDT | New | MEDTRONIC PLC | $2,000 | – | 25 | +100.0% | 0.00% | – |
DBP | New | POWERSHS DB MULTI SECT COMMdb prec mtls | $2,000 | – | 48 | +100.0% | 0.00% | – |
PRF | New | POWERSHARES ETF TRUSTftse rafi 1000 | $1,000 | – | 12 | +100.0% | 0.00% | – |
DBC | New | POWERSHARES DB CMDTY IDX TRAunit ben int | $1,000 | – | 30 | +100.0% | 0.00% | – |
DVAX | New | DYNAVAX TECHNOLOGIES CORP | $0 | – | 20 | +100.0% | 0.00% | – |
FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
HYH | New | HALYARD HEALTH INC | $0 | – | 1 | +100.0% | 0.00% | – |
MFCB | New | MFC BANCORP LTD | $0 | – | 2 | +100.0% | 0.00% | – |
YUMC | New | YUM CHINA HLDGS INC | $0 | – | 8 | +100.0% | 0.00% | – |
SCHP | New | SCHWAB STRATEGIC TRus tips etf | $0 | – | 0 | +100.0% | 0.00% | – |
SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | 0 | +100.0% | 0.00% | – |
JWN | New | NORDSTROM INC | $0 | – | 9 | +100.0% | 0.00% | – |
SCZ | New | ISHARES TReafe sml cp etf | $0 | – | 0 | +100.0% | 0.00% | – |
MFGP | New | MICRO FOCUS INTERNATIONAL PLspon adr new | $0 | – | 13 | +100.0% | 0.00% | – |
BHF | New | BRIGHTHOUSE FINL INC | $0 | – | 7 | +100.0% | 0.00% | – |
CI | New | CIGNA CORPORATION | $0 | – | 2 | +100.0% | 0.00% | – |
CSQ | New | CALAMOS STRATEGIC TOTL RETN | $0 | – | 20 | +100.0% | 0.00% | – |
WRK | New | WESTROCK CO | $0 | – | 2 | +100.0% | 0.00% | – |
RIO | New | RIO TINTO PLCsponsored adr | $0 | – | 7 | +100.0% | 0.00% | – |
CRCQQ | New | CALIFORNIA RES CORP | $0 | – | 4 | +100.0% | 0.00% | – |
DAL | New | DELTA AIR LINES INC DEL | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-11
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.