540 is the total number of securities Garde Capital, Inc. has owned. The longest Garde Capital, Inc. has owned a single stock is 38 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VUG | VANGUARD US GROWTH IND... | 38 | 38 | 10.00% | 12.61% | 16.77% | Q2 2014 | Q3 2023 | 38 |
VTV | VANGUARD VALUE INDEX FUND | 38 | 38 | 10.21% | 12.55% | 17.17% | Q2 2014 | Q3 2023 | 38 |
VGK | VANGUARD INTL EQUITY I... | 38 | 38 | 4.21% | 6.06% | 8.01% | Q2 2014 | Q3 2023 | 38 |
VPL | VANGUARD PACIFIC STOCK | 38 | 38 | 3.20% | 4.54% | 6.19% | Q2 2014 | Q3 2023 | 38 |
VWO | VANGUARD INTL EQUITY I... | 38 | 38 | 2.17% | 3.53% | 5.62% | Q2 2014 | Q3 2023 | 38 |
VB | VANGUARD US SMALL CAP ... | 38 | 38 | 1.12% | 2.97% | 4.26% | Q2 2014 | Q3 2023 | 38 |
VNQ | VANGUARD US REAL ESTAT... | 38 | 38 | 0.24% | 2.53% | 3.76% | Q2 2014 | Q3 2023 | 38 |
MSFT | MICROSOFT CORPORATION | 38 | 38 | 0.69% | 1.94% | 3.90% | Q2 2014 | Q3 2023 | 38 |
VEA | VANGUARD TAX-MANAGED I... | 38 | 38 | 1.12% | 1.85% | 3.31% | Q2 2014 | Q3 2023 | 38 |
AAPL | NVIDIA CORP | 38 | 38 | 0.54% | 1.34% | 2.78% | Q2 2014 | Q3 2023 | 38 |
SCHF | SCHWAB STRATEGIC TR | 38 | 38 | 0.62% | 1.28% | 2.50% | Q2 2014 | Q3 2023 | 38 |
VBR | VANGUARD SMALL-CAP VAL... | 38 | 38 | 0.49% | 1.15% | 2.40% | Q2 2014 | Q3 2023 | 38 |
VBK | VANGUARD SMALL-CAP GRO... | 38 | 38 | 0.45% | 1.07% | 2.05% | Q2 2014 | Q3 2023 | 38 |
SCHE | SCHWAB STRATEGIC TR | 38 | 38 | 0.29% | 1.00% | 1.58% | Q2 2014 | Q3 2023 | 38 |
SCHV | SCHWAB US LARGE-CAP VA... | 38 | 38 | 0.12% | 0.87% | 2.01% | Q2 2014 | Q3 2023 | 38 |
AMZN | Mondelez International... | 38 | 38 | 0.14% | 0.77% | 1.75% | Q2 2014 | Q3 2023 | 38 |
IWF | ISHARES TR | 38 | 38 | 0.50% | 0.76% | 1.56% | Q2 2014 | Q3 2023 | 38 |
VV | VANGUARD LARGE-CAP IND... | 38 | 38 | 0.22% | 0.72% | 7.33% | Q2 2014 | Q3 2023 | 38 |
SBUX | STARBUCKS CORP COM | 38 | 38 | 0.29% | 0.44% | 0.70% | Q2 2014 | Q3 2023 | 38 |
IYR | Vanguard Information T... | 38 | 38 | 0.12% | 0.37% | 0.65% | Q2 2014 | Q3 2023 | 38 |
BRKB | Parnassus Core Equity ... | 38 | 38 | 0.19% | 0.34% | 0.54% | Q2 2014 | Q3 2023 | 38 |
IWD | ISHARES TR | 38 | 38 | 0.10% | 0.31% | 0.99% | Q2 2014 | Q3 2023 | 38 |
VEU | VANGUARD INTL EQUITY I... | 38 | 38 | 0.06% | 0.31% | 0.85% | Q2 2014 | Q3 2023 | 38 |
EFA | ISHARES TR | 38 | 38 | 0.07% | 0.29% | 0.86% | Q2 2014 | Q3 2023 | 38 |
BA | Pfizer Inc | 38 | 38 | 0.11% | 0.27% | 0.49% | Q2 2014 | Q3 2023 | 38 |
COST | Prologis Inc | 38 | 38 | 0.10% | 0.26% | 0.51% | Q2 2014 | Q3 2023 | 38 |
IWO | ISHARES TR | 38 | 38 | 0.07% | 0.23% | 0.53% | Q2 2014 | Q3 2023 | 38 |
EEM | ISHARES TR | 38 | 38 | 0.02% | 0.21% | 1.00% | Q2 2014 | Q3 2023 | 38 |
INTC | INTEL CORP COM | 38 | 38 | 0.03% | 0.21% | 0.36% | Q2 2014 | Q3 2023 | 38 |
IWB | ISHARES TR RUSSELL 100... | 38 | 38 | 0.05% | 0.18% | 0.46% | Q2 2014 | Q3 2023 | 38 |
A | Marsh & Mclennan Compa... | 38 | 38 | 0.13% | 0.18% | 0.30% | Q2 2014 | Q3 2023 | 38 |
CAT | CATERPILLAR INC DEL COM | 38 | 38 | 0.09% | 0.15% | 0.31% | Q2 2014 | Q3 2023 | 38 |
NKE | NIKE INC CL B | 38 | 38 | 0.09% | 0.14% | 0.20% | Q2 2014 | Q3 2023 | 38 |
IWN | ISHARES TR | 38 | 38 | 0.06% | 0.13% | 0.29% | Q2 2014 | Q3 2023 | 38 |
TXN | TEXAS INSTRUMENTS INC | 38 | 38 | 0.07% | 0.09% | 0.12% | Q2 2014 | Q3 2023 | 38 |
AMGN | NIO INC ADS REPSTG CL ... | 38 | 38 | 0.06% | 0.09% | 0.11% | Q2 2014 | Q3 2023 | 38 |
PM | PHILIP MORRIS INTL INC... | 38 | 38 | 0.02% | 0.08% | 0.19% | Q2 2014 | Q3 2023 | 38 |
HSIC | SCHEIN HENRY INC COM | 38 | 38 | 0.03% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 38 |
MO | Microsoft Corporation | 38 | 38 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 38 |
VTI | VANGUARD TOTAL STOCK M... | 25 | 12 | 0.76% | 1.78% | 5.30% | Q2 2014 | Q3 2023 | 37 |
SCHG | SCHWAB US LARGE-CAP GR... | 33 | 4 | 0.06% | 0.71% | 2.12% | Q2 2014 | Q3 2023 | 37 |
XOM | Schwab Total Stock Mar... | 23 | 14 | 0.05% | 0.20% | 0.49% | Q2 2014 | Q3 2023 | 37 |
CVX | CHEVRON CORPORATION | 23 | 14 | 0.02% | 0.16% | 0.42% | Q2 2014 | Q3 2023 | 37 |
FB | Schwab US Broad Market... | 33 | 4 | 0.06% | 0.13% | 0.20% | Q2 2014 | Q3 2023 | 37 |
GLD | SPDR GOLD TRUST | 31 | 6 | 0.03% | 0.09% | 0.14% | Q2 2014 | Q3 2023 | 37 |
IEMG | Social Capital Hedosop... | 36 | 36 | 0.09% | 0.17% | 0.30% | Q4 2014 | Q3 2023 | 36 |
PG | PROCTER & GAMBLE CO COM | 36 | 36 | 0.06% | 0.14% | 0.31% | Q4 2014 | Q3 2023 | 36 |
VT | VANGUARD TOTAL WORLD S... | 23 | 1 | 0.01% | 0.07% | 0.20% | Q2 2014 | Q3 2023 | 36 |
TSLA | Vanguard 500 ETF | 34 | 1 | 0.06% | 0.25% | 0.62% | Q3 2014 | Q3 2023 | 35 |
JNJ | JOHNSON & JOHNSON COM | 31 | 4 | 0.02% | 0.11% | 0.30% | Q4 2014 | Q3 2023 | 35 |
PEP | PEPSICO INC COM | 35 | 35 | 0.04% | 0.08% | 0.18% | Q1 2015 | Q3 2023 | 35 |
SPY | Total Market Equity In... | 34 | 34 | 0.08% | 0.35% | 0.56% | Q2 2015 | Q3 2023 | 34 |
MCD | MCDONALDS CORP COM | 28 | 3 | 0.05% | 0.08% | 0.11% | Q2 2014 | Q3 2023 | 34 |
CSCO | Procter & Gamble Co | 33 | 1 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 34 |
PHYS | SPROTT PHYSICAL GOLD T... | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
SCHA | SCHWAB US SMALL-CAP ETF | 33 | 33 | 0.07% | 0.43% | 0.90% | Q3 2015 | Q3 2023 | 33 |
HPQ | Seattle Genetics Inc | 33 | 33 | 0.05% | 0.15% | 0.40% | Q3 2015 | Q3 2023 | 33 |
KEYS | SPDR S&P MidCap 400 ETF | 29 | 4 | 0.05% | 0.09% | 0.14% | Q4 2014 | Q3 2023 | 33 |
IJR | ISHARES TR | 26 | 2 | 0.03% | 0.40% | 0.96% | Q4 2014 | Q3 2023 | 32 |
QCOM | QUALCOMM INC COM | 26 | 2 | 0.07% | 0.15% | 0.24% | Q4 2014 | Q3 2023 | 32 |
GOOGL | Mettler-Toledo Interna... | 28 | 3 | 0.14% | 0.48% | 0.86% | Q4 2015 | Q3 2023 | 31 |
GOOG | Merck & Co Inc | 28 | 3 | 0.12% | 0.38% | 0.70% | Q4 2015 | Q3 2023 | 31 |
LLY | LILLY ELI & CO COM | 23 | 1 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 31 |
SCHX | SCHWAB US LARGE-CAP ETF | 28 | 2 | 0.06% | 0.24% | 0.44% | Q1 2016 | Q3 2023 | 30 |
PFE | PFIZER INC COM | 18 | 12 | 0.02% | 0.13% | 0.33% | Q4 2014 | Q3 2023 | 30 |
ANTM | Nutrien Ltd | 28 | 2 | 0.07% | 0.08% | 0.11% | Q1 2016 | Q3 2023 | 30 |
IEUR | Southwest Airlines Co | 28 | 28 | 0.41% | 0.83% | 1.59% | Q4 2016 | Q3 2023 | 28 |
SCHH | Vanguard Mid-Cap ETF | 28 | 28 | 0.05% | 0.22% | 0.56% | Q4 2016 | Q3 2023 | 28 |
AKAM | Mastercard Inc A | 26 | 1 | 0.05% | 0.08% | 0.11% | Q2 2014 | Q3 2023 | 28 |
VHT | VANGUARD WORLD FDS | 28 | 28 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
SCHB | SCHWAB US BROAD MARKET... | 28 | 28 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
IJT | ISHARES TR | 12 | 4 | 0.02% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 28 |
VZ | VERIZON COMMUNICATIONS... | 11 | 3 | 0.01% | 0.14% | 0.36% | Q4 2014 | Q2 2023 | 27 |
JWN | NORDSTROM INC COM | 12 | 2 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 27 |
UNP | UNION PACIFIC CORP | 26 | 1 | 0.04% | 0.07% | 0.08% | Q1 2015 | Q3 2023 | 27 |
BMY | BRISTOL MYERS SQUIBB C... | 14 | 3 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q3 2023 | 27 |
IJS | ISHARES TR | 12 | 3 | 0.02% | 0.04% | 0.20% | Q2 2014 | Q3 2023 | 27 |
JPM | SPDR S&P 500 ETF | 14 | 1 | 0.03% | 0.18% | 0.42% | Q4 2014 | Q3 2023 | 26 |
IWM | ISHARES TR | 24 | 1 | 0.06% | 0.16% | 0.22% | Q4 2014 | Q3 2023 | 26 |
CMG | CHIPOTLE MEXICAN GRILL... | 26 | 26 | 0.05% | 0.12% | 0.17% | Q2 2017 | Q3 2023 | 26 |
ALK | McDonald s Corp | 14 | 3 | 0.03% | 0.11% | 0.26% | Q3 2015 | Q3 2023 | 26 |
NEE | T-Mobile US Inc | 14 | 1 | 0.02% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 26 |
AXP | Nike Inc B | 26 | 26 | 0.06% | 0.09% | 0.12% | Q2 2017 | Q3 2023 | 26 |
EXPE | Schwab International E... | 26 | 26 | 0.04% | 0.09% | 0.15% | Q2 2017 | Q3 2023 | 26 |
DEO | ROVER GROUP CL A ORD | 26 | 26 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
ACWI | ISHARES TR | 26 | 26 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
BND | VANGUARD TOTAL BOND MA... | 25 | 25 | 3.93% | 6.66% | 11.33% | Q2 2014 | Q2 2020 | 25 |
TIP | ISHARES TR | 25 | 25 | 0.06% | 1.67% | 3.68% | Q2 2014 | Q2 2020 | 25 |
VCIT | VANGUARD SCOTTSDALE FDS | 25 | 25 | 0.08% | 1.29% | 2.85% | Q2 2014 | Q2 2020 | 25 |
MUB | ISHARES TR | 25 | 25 | 0.58% | 1.22% | 2.13% | Q2 2014 | Q2 2020 | 25 |
AGG | ISHARES TR | 25 | 25 | 0.52% | 0.72% | 0.85% | Q2 2014 | Q2 2020 | 25 |
CMF | ISHARES TR S&P CALIF M... | 25 | 25 | 0.24% | 0.31% | 0.41% | Q2 2014 | Q2 2020 | 25 |
SCHP | SCHWAB US TIPS ETF | 25 | 25 | 0.04% | 0.26% | 0.92% | Q2 2014 | Q2 2020 | 25 |
SCHZ | SCHWAB US AGGREGATE BO... | 25 | 25 | 0.08% | 0.22% | 0.41% | Q2 2014 | Q2 2020 | 25 |
FLOT | ISHARES TR | 25 | 25 | 0.06% | 0.10% | 0.15% | Q2 2014 | Q2 2020 | 25 |
IVV | ISHARES TR | 25 | 25 | 0.03% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 25 |
GDXJ | VANECK VECTORS JUNIOR ... | 16 | 2 | 0.02% | 0.05% | 0.11% | Q1 2016 | Q3 2022 | 25 |
HD | HOME DEPOT INC COM | 14 | 10 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 24 |
VXF | VANGUARD INDEX FDS | 14 | 4 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 24 |
VTIP | VANGUARD SHORT TERM IN... | 23 | 23 | 0.17% | 1.52% | 3.17% | Q4 2014 | Q2 2020 | 23 |
VWOB | VANGUARD WHITEHALL FDS... | 23 | 23 | 0.51% | 0.97% | 1.24% | Q4 2014 | Q2 2020 | 23 |
BNDX | VANGUARD TOTAL INTERNA... | 23 | 23 | 0.20% | 0.80% | 1.73% | Q4 2014 | Q2 2020 | 23 |
BSV | VANGUARD SHORT-TERM BO... | 23 | 23 | 0.10% | 0.17% | 0.24% | Q4 2014 | Q2 2020 | 23 |
DIS | WALT DISNEY CO | 12 | 1 | 0.03% | 0.16% | 0.32% | Q4 2014 | Q3 2023 | 23 |
HPE | HEWLETT PACKARD ENTERP... | 21 | 2 | 0.04% | 0.13% | 0.32% | Q1 2016 | Q4 2021 | 23 |
ADP | ORACLE CORPORATION COM | 12 | 1 | 0.02% | 0.11% | 0.22% | Q4 2014 | Q3 2023 | 23 |
BOX | PHILIP MORRIS INTERNATION | 23 | 23 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
ABT | JP Morgan Chase & Co | 12 | 1 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q3 2023 | 23 |
XLK | US Bancorp | 23 | 23 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
QQQ | POWERSHARES QQQ TRUST,... | 22 | 22 | 0.22% | 0.31% | 0.42% | Q2 2014 | Q3 2019 | 22 |
WFC | WELLS FARGO CO NEW COM | 17 | 2 | 0.01% | 0.16% | 0.37% | Q4 2014 | Q2 2022 | 22 |
V | VISA INC | 22 | 22 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
ADM | ARCHER DANIELS MIDLAND... | 15 | 1 | 0.02% | 0.06% | 0.14% | Q2 2014 | Q4 2020 | 22 |
IPAC | SOFI TECHNOLOGIES ORD | 21 | 21 | 0.13% | 0.39% | 0.93% | Q3 2018 | Q3 2023 | 21 |
LQD | ISHARES TR IBOXX INV C... | 20 | 20 | 0.04% | 1.91% | 4.85% | Q2 2014 | Q1 2019 | 20 |
VFH | VANGUARD WORLD FDS | 13 | 7 | 0.04% | 0.26% | 1.06% | Q2 2014 | Q3 2019 | 20 |
IAU | ISHARES GOLD TRUST ETF | 14 | 3 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q4 2020 | 20 |
FDX | Schwab US Large-Cap ETF | 14 | 6 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 20 |
XLF | UNITEDHEALTH GROUP INC CO | 11 | 1 | 0.01% | 0.15% | 0.53% | Q2 2014 | Q3 2023 | 19 |
PRU | PRUDENTIAL FINL INC COM | 12 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 19 |
VXUS | VANGUARD TOTAL INTL ST... | 11 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 19 |
SUSA | ISHARES TR | 18 | 18 | 0.10% | 0.78% | 1.47% | Q2 2019 | Q3 2023 | 18 |
ESGD | SPDR Gold Shares | 18 | 18 | 0.05% | 0.46% | 1.00% | Q2 2019 | Q3 2023 | 18 |
MRK | Starbucks Corp | 8 | 2 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 18 |
CRH | CRH PLC SPON ADR ADR CMN | 8 | 3 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q4 2020 | 18 |
VGT | VANGUARD WORLD FDS | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
BAX | PALO ALTO NETWORKS | 18 | 18 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2023 | 18 |
CRM | Uber Technologies Inc | 17 | 17 | 0.29% | 0.56% | 1.00% | Q3 2019 | Q3 2023 | 17 |
DATA | TABLEAU SOFTWARE INC CL A | 10 | 7 | 0.08% | 0.21% | 0.50% | Q1 2015 | Q2 2019 | 17 |
EZU | ISHARES MSCI EUROZONE ETF | 10 | 7 | 0.02% | 0.12% | 0.26% | Q2 2014 | Q3 2023 | 17 |
AR | Nordstrom Inc | 17 | 17 | 0.01% | 0.08% | 0.19% | Q3 2019 | Q3 2023 | 17 |
QQQ | Select Sector Spdr Tru... | 16 | 16 | 0.21% | 1.46% | 2.49% | Q4 2019 | Q3 2023 | 16 |
ABBV | ABBVIE INC COM | 9 | 1 | 0.04% | 0.16% | 0.25% | Q4 2014 | Q3 2023 | 16 |
ESGE | Social Capital Hedosop... | 13 | 3 | 0.04% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 16 |
SPIB | SPDR SER TR LEHMAN INT... | 16 | 16 | 0.04% | 0.12% | 0.17% | Q2 2014 | Q1 2018 | 16 |
FFIV | F5 NETWORKS INC COM | 8 | 3 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q3 2022 | 16 |
ADBE | Keysight Technologies Inc | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
MDLZ | MONDELEZ INTL INC | 13 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 16 |
VTEB | VANGUARD TAX-EXEMPT BO... | 15 | 15 | 2.74% | 3.39% | 4.24% | Q4 2016 | Q2 2020 | 15 |
DJP | IPATH DJ-UBS COMMODITY... | 15 | 15 | 0.06% | 1.36% | 1.97% | Q2 2014 | Q4 2017 | 15 |
ESGV | VANGUARD WORLD FD | 15 | 15 | 0.40% | 0.51% | 0.68% | Q1 2020 | Q3 2023 | 15 |
TMUS | T-MOBILE US INC | 14 | 1 | 0.04% | 0.40% | 0.95% | Q3 2019 | Q3 2023 | 15 |
VSGX | VANGUARD WORLD FD | 15 | 15 | 0.24% | 0.30% | 0.42% | Q1 2020 | Q3 2023 | 15 |
ICF | Vanguard High Dividend... | 12 | 3 | 0.03% | 0.26% | 0.55% | Q2 2019 | Q3 2023 | 15 |
UBER | Vanguard Developed Mar... | 15 | 15 | 0.04% | 0.18% | 0.36% | Q1 2020 | Q3 2023 | 15 |
GE | GENERAL ELECTRIC CO COM | 15 | 15 | 0.04% | 0.15% | 0.28% | Q4 2014 | Q2 2018 | 15 |
BRKA | BERKSHIRE HATHAWAY INC... | 15 | 15 | 0.11% | 0.13% | 0.16% | Q2 2014 | Q4 2017 | 15 |
VMBS | VANGUARD SCOTTSDALE FDS | 11 | 1 | 0.04% | 0.10% | 0.28% | Q4 2015 | Q4 2019 | 15 |
HON | HONEYWELL INTL INC COM | 6 | 4 | 0.01% | 0.09% | 0.22% | Q3 2017 | Q3 2023 | 15 |
BABA | MDU Resources Group Inc | 14 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 15 |
GNR | SPDR S&P GLOBAL NATURA... | 14 | 14 | 0.13% | 1.67% | 2.38% | Q2 2017 | Q3 2020 | 14 |
VCSH | VANGUARD SHORT-TERM CO... | 14 | 14 | 0.06% | 1.43% | 2.55% | Q1 2017 | Q2 2020 | 14 |
IJH | ISHARES TR | 6 | 1 | 0.02% | 0.69% | 1.02% | Q4 2014 | Q3 2023 | 14 |
USRT | Vanguard Large-Cap ETF | 14 | 14 | 0.05% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 14 |
TLRY | Vanguard 500 Index Adm... | 14 | 14 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 14 |
SPLK | SPLUNK INC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROWTH INDEX ... | 13 | 13 | 1.08% | 1.89% | 2.94% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD VALUE INDEX ADM | 13 | 13 | 0.94% | 1.45% | 2.01% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD TOTAL STOCK M... | 13 | 13 | 1.15% | 1.44% | 1.78% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD DEVELOPED MAR... | 13 | 13 | 0.77% | 1.25% | 1.88% | Q3 2020 | Q3 2023 | 13 | |
IGOV | ISHARES TR S&P/CITIGRO... | 13 | 13 | 0.12% | 1.22% | 2.81% | Q2 2014 | Q2 2017 | 13 |
VANGUARD SMALL CAP IND... | 13 | 13 | 0.46% | 0.89% | 1.38% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD 500 INDEX ADM... | 13 | 13 | 0.41% | 0.52% | 0.65% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD EMERGING MKTS... | 13 | 13 | 0.20% | 0.40% | 0.66% | Q3 2020 | Q3 2023 | 13 | |
DFA US Sustainability ... | 13 | 13 | 0.12% | 0.39% | 0.61% | Q3 2020 | Q3 2023 | 13 | |
DFA US CORE EQUITY 1 I | 13 | 13 | 0.20% | 0.28% | 0.32% | Q3 2020 | Q3 2023 | 13 | |
DFA Intl Sustainabilit... | 13 | 13 | 0.11% | 0.23% | 0.44% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD FTSE SOCIAL I... | 13 | 13 | 0.18% | 0.22% | 0.25% | Q3 2020 | Q3 2023 | 13 | |
DFA INTERNATIONAL CORE... | 13 | 13 | 0.14% | 0.19% | 0.32% | Q3 2020 | Q3 2023 | 13 | |
Prudential Financial Inc | 13 | 13 | 0.13% | 0.17% | 0.19% | Q3 2020 | Q3 2023 | 13 | |
SCHWAB TOTAL STOCK MAR... | 13 | 13 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q3 2023 | 13 | |
VDE | VANGUARD WORLD FDS | 12 | 1 | 0.03% | 0.12% | 0.26% | Q2 2020 | Q3 2023 | 13 |
KO | COCA COLA CO COM | 6 | 1 | 0.04% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 13 |
Peabody Energy Corpora... | 13 | 13 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 | |
TOTAL MARKET EQUITY IN... | 13 | 13 | 0.05% | 0.08% | 0.30% | Q3 2020 | Q3 2023 | 13 | |
DFA EMERGING MARKETS C... | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 | |
VANGUARD SMALL CAP GRO... | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 | |
FRANKLIN GROWTH ADV | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 | |
USB | US BANCORP DEL COM NEW | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q2 2023 | 13 |
ICLN | ISHARES S&P GLOBAL CLE... | 11 | 2 | 0.01% | 0.04% | 0.04% | Q4 2015 | Q2 2023 | 13 |
IDXX | Select Sector Spdr Tru... | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
VANGUARD TOTAL INTL ST... | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 | |
Franklin Growth Adv | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 | |
SLV | ISHARES SILVER TRUST | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
SGEN | UNION PAC CORP | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
DBX | Salesforce.com Inc | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
GDX | VANECK VECTORS GOLD MI... | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ZG | Zillow Group Inc | 12 | 12 | 0.02% | 0.36% | 0.87% | Q4 2020 | Q3 2023 | 12 |
XLE | United States Copper I... | 12 | 12 | 0.02% | 0.35% | 0.65% | Q2 2020 | Q1 2023 | 12 |
BWX | SPDR BLOOMBERG BARCLAY... | 12 | 12 | 0.10% | 0.31% | 0.48% | Q2 2014 | Q1 2017 | 12 |
INDA | ISHARES MSCI INDIA IND... | 12 | 12 | 0.05% | 0.20% | 0.36% | Q4 2014 | Q3 2017 | 12 |
VIG | Vanguard Dividend Appr... | 12 | 12 | 0.01% | 0.18% | 1.01% | Q4 2020 | Q3 2023 | 12 |
Vanguard Real Estate I... | 12 | 12 | 0.08% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 | |
LUV | SOUTHWEST AIRLINES CO | 12 | 12 | 0.01% | 0.09% | 0.16% | Q3 2020 | Q2 2023 | 12 |
BP | Pacer Benchmark Data I... | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
ESGU | Spdr Dow Jones Industr... | 12 | 12 | 0.03% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
ORCL | TEXAS INSTRUMENTS | 12 | 12 | 0.03% | 0.08% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Vanguard Health Care Adm | 12 | 12 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 | |
NVDA | Technology Select Sect... | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
QUALCOMM INC | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 | |
UNH | Vanguard Dividend Appr... | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
PLTR | THERMO FISHER SCIENTIFIC | 9 | 3 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 12 |
SCHW | SCHWAB CHARLES CORP NE... | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 12 |
FIS | Schwab US Large-Cap Gr... | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 12 |
XLU | VanEck Vectors Gold Mi... | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BAC | Palantir Technologies ... | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Schwab S&P 500 Index | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 | |
PI | Impinj Inc Com | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Vanguard PRIMECAP Core... | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 | |
VO | Vanguard Mid-Cap ETF | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
IWP | iShares Russell Mid-Ca... | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MTD | Mettler-Toledo Interna... | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Vanguard Health Care Adm | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 | |
TMO | THERMO FISHER SCIENTIFIC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BKH | PepsiCo Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MMC | Marsh & Mclennan Compa... | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AJG | Gallagher Arthur J & Co | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
OEF | iShares S&P 100 | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
DFA US Small Cap I | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 | |
MA | Sprott Physical Gold T... | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Schwab US Large-Cap Va... | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 | |
CME | Pinterest Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VGIT | VANGUARD SCOTTSDALE FDS | 8 | 1 | 0.09% | 2.53% | 4.69% | Q1 2016 | Q2 2020 | 11 |
Z | Zillow Group Inc | 11 | 11 | 0.71% | 1.19% | 2.40% | Q1 2021 | Q3 2023 | 11 |
VOO | Vanguard 500 ETF | 7 | 4 | 0.01% | 0.58% | 3.78% | Q4 2020 | Q3 2023 | 11 |
BLK | BLACKROCK INC COM | 6 | 1 | 0.17% | 0.26% | 0.34% | Q4 2014 | Q4 2018 | 11 |
VFC | V F CORP COM | 6 | 1 | 0.19% | 0.24% | 0.33% | Q4 2014 | Q4 2018 | 11 |
BDX | BECTON DICKINSON & CO COM | 6 | 1 | 0.20% | 0.23% | 0.27% | Q4 2014 | Q4 2018 | 11 |
MMM | 3M COMPANY | 6 | 1 | 0.15% | 0.23% | 0.29% | Q4 2014 | Q4 2018 | 11 |
UTX | UNITED TECHNOLOGIES CO... | 6 | 1 | 0.14% | 0.21% | 0.31% | Q4 2014 | Q4 2018 | 11 |
IBM | INTL BUSINESS MACHINES | 6 | 1 | 0.01% | 0.20% | 0.35% | Q2 2014 | Q1 2021 | 11 |
APD | AIR PRODUCTS & CHEM | 6 | 1 | 0.15% | 0.20% | 0.27% | Q4 2014 | Q4 2018 | 11 |
PCAR | PACCAR INC COM | 6 | 1 | 0.13% | 0.20% | 0.32% | Q4 2014 | Q4 2018 | 11 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 1 | 0.12% | 0.19% | 0.30% | Q4 2014 | Q4 2018 | 11 |
NVS | NOVARTIS A G SPONSORED... | 6 | 1 | 0.10% | 0.19% | 0.34% | Q4 2014 | Q4 2018 | 11 |
OMC | OMNICOM GROUP INC COM | 6 | 1 | 0.13% | 0.17% | 0.24% | Q4 2014 | Q4 2018 | 11 |
SYY | SYSCO CORP COM | 6 | 1 | 0.15% | 0.17% | 0.18% | Q4 2014 | Q4 2018 | 11 |
CAG | CONAGRA FOODS INC COM | 6 | 1 | 0.06% | 0.16% | 0.25% | Q4 2014 | Q4 2018 | 11 |
EMR | EMERSON ELECTRIC CO | 6 | 1 | 0.08% | 0.14% | 0.23% | Q4 2014 | Q4 2018 | 11 |
SLB | SCHLUMBERGER LTD COM | 6 | 1 | 0.07% | 0.13% | 0.16% | Q4 2014 | Q4 2018 | 11 |
GILD | GILEAD SCIENCES INC COM | 6 | 1 | 0.02% | 0.12% | 0.24% | Q3 2014 | Q2 2023 | 11 |
VTR | VENTAS INC COM | 6 | 1 | 0.07% | 0.11% | 0.18% | Q4 2014 | Q4 2018 | 11 |
IAU | iShares Gold Trust | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
TRMK | TRUSTMARK CORP | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2020 | 11 |
RF | REGIONS FINL CORP NEW | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2020 | 11 |
International Equity I... | 6 | 5 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 | |
MDU | MDU Resources Group Inc | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
WMT | Wal-Mart Stores Inc | 6 | 5 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
XEL | Xcel Energy Inc | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 11 |
TT | Vanguard FTSE Social I... | 6 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
GS | Schwab S&P 500 Index | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
QAI | IQ HEDGE MULTI-STRATEG... | 10 | 10 | 0.11% | 0.45% | 0.71% | Q2 2014 | Q3 2016 | 10 |
F | FORD MTR CO DEL COM PA... | 6 | 1 | 0.02% | 0.32% | 0.70% | Q2 2014 | Q3 2023 | 10 |
VANGUARD UTILITIES IND... | 10 | 10 | 0.15% | 0.18% | 0.25% | Q3 2020 | Q4 2022 | 10 | |
EWJ | ISHARES MSCI JAPAN ETF | 10 | 10 | 0.05% | 0.09% | 0.13% | Q2 2014 | Q3 2016 | 10 |
SDY | SPDR S&P DIVIDEND ETF | 10 | 10 | 0.07% | 0.09% | 0.10% | Q2 2014 | Q3 2016 | 10 |
VIV | VIVO PARTICIPACOES SA ... | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q3 2019 | 10 |
NFLX | T-Mobile US Inc | 10 | 10 | 0.03% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Grayscale Bitcoin Trus... | 7 | 3 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 | |
Grayscale Ethereum Tru... | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 | |
FIDELITY 500 INDEX | 6 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 10 | |
BTU | Peabody Energy Corpora... | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
EA | Electronic Arts Inc | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ATVI | Keurig Dr Pepper Inc | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TLTD | Schwab US Small-Cap ETF | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ESTC | Vanguard Funds Plc Fts... | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
DLR | Vanguard Health Care ETF | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NTR | Tesla Motors Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TILT | Schwab US REIT ETF | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CERS | CERUS CORP COM | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
MCHI | ISHARES TRUST MSCI CHI... | 8 | 1 | 0.14% | 1.07% | 1.49% | Q2 2014 | Q3 2016 | 9 |
INPTF | IPATH MSCI INDIA INDEX... | 8 | 1 | 0.19% | 0.99% | 1.51% | Q2 2014 | Q3 2016 | 9 |
FXI | ISHARES FTSE CHINA ETF | 8 | 1 | 0.22% | 0.88% | 1.21% | Q2 2014 | Q3 2016 | 9 |
DFA US LARGE CAP VALUE I | 9 | 9 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q3 2022 | 9 | |
BIIB | BIOGEN INC COM | 9 | 9 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q2 2019 | 9 |
CLB | CORE LABORATORIES N V COM | 9 | 9 | 0.04% | 0.07% | 0.11% | Q2 2017 | Q2 2019 | 9 |
KHC | KRAFT HEINZ CO COM | 7 | 2 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q2 2018 | 9 |
DXC | DXC TECHNOLOGY CO COM | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q2 2019 | 9 |
TPH | TRI POINTE GROUP INC COM | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2019 | 9 |
IYW | Ishares U S Technology... | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
T | AT&T INC COM | 3 | 1 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q2 2023 | 9 |
SRVR | Vanguard Small Cap Ind... | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
IYJ | Ishares U.S. Industria... | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DIA | Trane Technologies PLC... | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
AVGO | Broadcom Inc Com | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 9 |
MDY | Twilio Inc | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ABNB | Airbnb Inc | 6 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
IWS | Ishares Russell Midcap... | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
PANW | PALO ALTO NETWORKS | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
VYMI | Vanguard Intl Hi Div Y... | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
KDP | SPDR S&P Bank ETF | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
PLD | Prologis Inc | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
EWC | ISHARES MSCI CANADA INDEX | 7 | 1 | 0.14% | 0.90% | 1.30% | Q2 2014 | Q3 2016 | 8 |
ELD | WISDOMTREE EMERGING MK... | 7 | 1 | 0.09% | 0.54% | 1.03% | Q2 2014 | Q3 2016 | 8 |
GUNR | FLEXSHARES TR | 8 | 8 | 0.16% | 0.45% | 0.61% | Q4 2018 | Q3 2020 | 8 |
ESML | SPDR Portfolio Develop... | 8 | 8 | 0.06% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 8 |
EMB | ISHARES TR | 8 | 8 | 0.08% | 0.16% | 0.20% | Q3 2018 | Q2 2020 | 8 |
VGSH | VANGUARD SHORT-TERM GO... | 5 | 1 | 0.06% | 0.11% | 0.16% | Q1 2016 | Q2 2020 | 8 |
IWR | ISHARES TR RUSSELL MID... | 8 | 8 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q1 2019 | 8 |
GG | GOLDCORP INC NEW COM | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2017 | Q1 2019 | 8 |
British Pound Currency | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 8 | |
SCHC | SCHWAB STRATEGIC TR | 6 | 2 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q4 2020 | 8 |
FXE | Invesco CurrencyShares... | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
IGT | Vanguard FTSE Pacific ... | 6 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
SOFI | VanEck Vectors Junior ... | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 8 |
COPX | Global X Copper Miners... | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SQ | Square Inc | 6 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 8 |
PYPL | PAYPAL HOLDINGS INC | 8 | 8 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 8 |
PARNASSUS CORE EQUITY ... | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 8 | |
Bragg Gaming Group Inc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 | |
CDNS | Cadence Design Systems... | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Vanguard Small Cap Val... | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 | |
WYNN | Wynn Resorts Ltd | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
IEFA | iShares Core MSCI EAFE | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
JKHY | Jack Henry & Associate... | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
AMAT | APPLIED MATERIALS INC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
XLV | Select Sector SPDR Tru... | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
EPP | ISHARES MSCI PACIFIC E... | 6 | 1 | 0.59% | 1.44% | 2.25% | Q2 2014 | Q3 2016 | 7 |
IUSV | Ishares Core S&P U.S. ... | 7 | 7 | 0.01% | 1.17% | 1.80% | Q1 2022 | Q3 2023 | 7 |
WIP | SPDR INTERNATIONAL GOV... | 6 | 1 | 0.46% | 1.13% | 1.67% | Q2 2014 | Q3 2016 | 7 |
EWZ | ISHARES MSCI BRAZIL IN... | 6 | 1 | 0.26% | 0.41% | 0.56% | Q2 2014 | Q3 2016 | 7 |
ILF | ISHARES S&P LATIN AMER... | 6 | 1 | 0.16% | 0.28% | 0.42% | Q2 2014 | Q3 2016 | 7 |
DBEF | DEUTSCHE X-TRACKERS MS... | 7 | 7 | 0.11% | 0.16% | 0.20% | Q1 2015 | Q3 2016 | 7 |
Icapital Bridgewater D... | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 | |
Royal Bank Of Canada | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 | |
STIP | ISHARES TR | 7 | 7 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q2 2020 | 7 |
Tilray Inc | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 | |
VYM | VANGUARD HIGH DIVIDEND... | 6 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q2 2022 | 7 |
SHOO | STEVEN MADDEN LTD | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 7 |
EWU | ISHARES TR MSCI UTD KNGDM | 5 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q3 2016 | 7 |
VOOV | VANGUARD S&P 500 VALUE... | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q4 2020 | 7 |
PSA | PUBLIC STORAGE INC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2023 | 7 |
VANGUARD INSTITUTIONAL... | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 | |
DWDP | DOWDUPONT INC COM | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2019 | 7 |
FIDELITY INTERNATIONAL... | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 7 | |
VAW | VANGUARD WORLD FDS | 4 | 3 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 7 |
IBB | iShares Nasdaq Biotech... | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
TWLO | Twilio Inc | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Vanguard Dividend Grow... | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 | |
AMT | Vanguard Small Cap Gro... | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
ITOT | iShares Core S&P Total... | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Artisan Global Opportu... | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 | |
KBE | Total Sa | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Keyence Corp | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 7 | |
SMC Corp | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 7 | |
CL | Colgate-Palmolive Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 7 |
AM | Antero Midstream Corp | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
CB | CHUBB LIMITED COM | 6 | 6 | 0.14% | 0.16% | 0.18% | Q3 2017 | Q4 2018 | 6 |
ZTS | ZOETIS INC CL A | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q4 2018 | 6 |
LW | LAMB WESTON HLDGS INC COM | 6 | 6 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q4 2018 | 6 |
HEDJ | WISDOMTREE TR CURRENCY... | 6 | 6 | 0.06% | 0.08% | 0.08% | Q2 2015 | Q3 2016 | 6 |
ACAS | AMERICAN CAP LTD COM | 5 | 1 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 6 |
ESRX | EXPRESS SCRIPTS INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2018 | 6 |
ECL | ECOLAB INC COM | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 6 |
XPEV | XPENG INC ADS REPSTG C... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
SNOW | Snowflake CL A Ord | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
NIO | NIO INC ADS REPSTG CL ... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
SSSS | SURO CAPITAL ORD | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 6 |
PINS | Pinterest Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 6 |
ZEN | Zendesk Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
NEXTERA ENERGY INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 | |
SONO | Sonos Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Netflix Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 | |
IXC | Ishares S&P Global Ene... | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
VEGN | US Vegan Climate ETF | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
HPQ | HEWLETT PACKARD CO COM | 5 | 5 | 0.44% | 0.57% | 0.69% | Q2 2014 | Q2 2015 | 5 |
CB | CHUBB CORP COM | 4 | 1 | 0.28% | 0.34% | 0.39% | Q4 2014 | Q3 2016 | 5 |
JCI | JOHNSON CTLS INC COM | 4 | 1 | 0.23% | 0.27% | 0.32% | Q4 2014 | Q3 2016 | 5 |
GOOG | GOOGLE INC CL C | 5 | 5 | 0.24% | 0.25% | 0.26% | Q2 2014 | Q2 2015 | 5 |
GOOGL | GOOGLE INC CL A | 5 | 5 | 0.22% | 0.24% | 0.25% | Q2 2014 | Q2 2015 | 5 |
DFA Tax-Managed US Mar... | 5 | 5 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q3 2021 | 5 | |
POT | POTASH CORP SASK INC COM | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2014 | Q2 2015 | 5 |
DD | DU PONT E I DE NEMOURS... | 3 | 2 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q2 2017 | 5 |
SUB | ISHARES TR | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
CCL | Carnival Corp | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Sharespost 100 Fd Shs ... | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 | |
CPER | United States Copper I... | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
ASML | ASML Holding NV | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Splunk Inc | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 | |
XME | SPDR S&P Metals And Mi... | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FIDELITY LARGE CAP GRO... | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 | |
FIDELITY LARGE CAP VAL... | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 | |
FIDELITY INTERNATIONAL... | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 | |
RBLX | Roblox Corp Com Cl A | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
UDOW | ProShares UltraPro Dow30 | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
CCI | Crown Castle Intl Corp | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 5 |
AZN | Astrazeneca Plc Each A... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SMAR | Smartsheet Inc A | 4 | 4 | 0.01% | 0.92% | 3.66% | Q4 2020 | Q3 2021 | 4 |
IUSG | Ishares Core U S Growt... | 4 | 4 | 0.09% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
VONG | Vanguard Russell 1000 ... | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CHK | CHESAPEAKE ENERGY CORP... | 3 | 1 | 0.05% | 0.08% | 0.12% | Q1 2015 | Q3 2016 | 4 |
FREL | FIDELITY MSCI REAL EST... | 4 | 4 | 0.04% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 4 |
DOCU | Docusign INC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SCHO | SCHWAB STRATEGIC TR | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q2 2020 | 4 |
WDAY | Workday Inc | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
OILNF | IPATH S&P GSCI CRUDE O... | 2 | 1 | 0.02% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 4 |
IPOD | Social Capital Hedosop... | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 4 |
SNAP | SNAP INC CL A | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2022 | 4 |
ABEV | AMBEV SA SPONSORED ADR | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q1 2015 | 4 |
JETS | US Global Jets ETF | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 4 |
Matthews Asia Dividend... | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 | |
WM | WASTE MGMT INC DEL | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 4 |
PRIMECAP Odyssey Aggre... | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 | |
ITA | iShares US Aerospace &... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Vanguard Institutional... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 | |
AIA Group Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 | |
RY | Royal Bank Of Canada | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Vanguard Intl Growth A... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 | |
Fidelity Total Interna... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 | |
BCM | IPATH PURE BETA BROAD ... | 3 | 3 | 0.08% | 0.54% | 0.94% | Q2 2014 | Q4 2014 | 3 |
IVE | ISHARES S&P 500 VALUE ETF | 2 | 1 | 0.19% | 0.25% | 0.33% | Q3 2014 | Q3 2023 | 3 |
DVY | ISHARES SELECT DIVIDEN... | 1 | 1 | 0.06% | 0.12% | 0.23% | Q4 2015 | Q4 2017 | 3 |
KMI | Kinder Morgan Inc P | 2 | 1 | 0.02% | 0.09% | 0.13% | Q1 2015 | Q1 2021 | 3 |
FNDX | SCHWAB STRATEGIC TR | 3 | 3 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q4 2018 | 3 |
ISIS | ISIS PHARMACEUTICALS I... | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
SCHR | SCHWAB STRATEGIC TR | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q2 2018 | 3 |
HOG | HARLEY DAVIDSON INC COM | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
NLSN | NIELSEN HLDGS PLC SHS EUR | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Sequoia Fund | 3 | 3 | 0.01% | 0.04% | 0.12% | Q1 2023 | Q3 2023 | 3 | |
OXY | OCCIDENTAL PETE CORP DEL | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
AINV | APOLLO INVT CORP COM S... | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q1 2015 | 3 |
FTNT | Fortinet Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RING | iShares MSCI Global Go... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
EMXC | iShares MSCI Emerging ... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
VONV | Vanguard Russell 1000 ... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
MFS INSTL INTL EQUITY FUN | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 | |
SIL | Global X Silver Miners... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
PEJ | Invesco Dynamic Leisur... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
BIVI | BioVie Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
ZM | Zoom video communicati... | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
XSOE | WisdomTree EmMkts ex-S... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Vanguard Growth Index ... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 | |
CRSP | Crispr Therapeutics Ag... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Samsung Electronics Co... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 | |
IYY | iShares Dow Jones US ETF | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
EMLC | MARKET VECTORS ETF EME... | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2014 | Q3 2014 | 2 |
ALPHABET INC CAP STK CL A | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2016 | 2 | |
ALPHABET INC CAP STK CL C | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2016 | 2 | |
IVW | ISHARES S&P 500 GROWTH... | 1 | 1 | 0.05% | 0.20% | 0.36% | Q3 2014 | Q3 2023 | 2 |
TIAA S&P 500 INDEX RET... | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 | |
PRCH | Porch Group Ord | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
STWD | STARWOOD PROPERTY TRUST | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2015 | Q2 2015 | 2 |
HEZU | ISHARES CURRENCY HEDGE... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Hagerty CL A Ord | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 | |
FNDF | SCHWAB STRATEGIC TR | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
FNDA | SCHWAB STRATEGIC TR | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
HYD | VANECK VECTORS ETF TR | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
RRD | DONNELLEY R R & SONS C... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
TIAA INTL EQUITY INDEX... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 | |
RSI | Rush Street Interactiv... | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
IPOF | Social Capital Hedosop... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 2 |
WMB | Williams Cos Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MFGP | MICRO FOCUS INTERNATIO... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
MYRG | MYR Group Inc | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
DFA TAX-MANAGED US SMA... | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 | |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q1 2018 | 2 |
HUMBL Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 | |
MS | Morgan Stanley | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NSRGY | NESTLE SA ADR | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
PTON | Peloton Interactive Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DMLRY | Mercedes-Benz Group AG | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JEPI | JPMorgan Equity Premiu... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DHR | Danaher Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TIAA EMERGING MARKETS ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 | |
POAHY | Porsche Automobil Hold... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RAMP | Liveramp Holdings Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SoftBank Group Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 | |
ROKU | Roku Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
BEAM | BEAM THERAPEUTICS ORD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
RACE | Ferrari NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Invesco Oppenheimer Ma... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 | |
Invesco Oppenheimer Ca... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 | |
BMWYY | Bayerische Motoren Wer... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TTE | Total Sa | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LOW | LOWES COS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Schwab Core Equity Inv | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 | |
BALY | Ballys Corporation Com | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MMP | MAGELLAN MIDSTREAM PAR... | 1 | 1 | 4.80% | 4.80% | 4.80% | Q4 2014 | Q4 2014 | 1 |
IGSB | ISHARES 1-3 YEAR CREDI... | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2014 | Q3 2014 | 1 |
RSP | Invesco S&P 500 Equal ... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
SPSB | SPDR BARCLAYS SHORT TE... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
US Treasury Bill | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 | |
IJJ | ISHARES S&P MIDCAP 400... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
IJK | ISHARES S&P MID-CAP 40... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
DFA Tax-Managed US Mar... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 | |
AAL | AMERICAN AIRLS GROUP I... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
6699SC | ISHARES INC MSCI UNITE... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
MBB | ISHARES MBS ETF | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
NBR | NABORS INDUSTRIES LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
RAVN | RAVEN INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
HEFA | ISHARES CURRENCY HEDGE... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Fidelity Contrafund | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 | |
CELG | CELGENE CORP COM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
CLX | Clorox Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
NEM | NEWMONT GOLDCORP CORPO... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
QSR | Restaurant Brands Intl... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
MDT | Medtronic PLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
USHY | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
TFC | Truist Finl Corp Com | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CMCSA | COMCAST CORP NEW CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
GD | General Dynamics Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
DUK | Duke Energy Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
MET | Metlife Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
DMYT | DMY TECHNOLOGY GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
SGEN | SEATTLE GENETICS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
D | Dominion Resources Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
SPDW | SPDR Portfolio Develop... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CVS | CVS Health Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Tiaa Small Cap Blend I... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 | |
LYFT | Lyft Inc Cl A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
T Rowe Price Blue Chip... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 | |
Sharespost 100 Fd Shs ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 | |
UPS | iShares Core S&P Total... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Goldman Sachs US Eq Di... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 | |
Ishares Msci Eafe Intl... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
IPOE | Social Capital Hedosop... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CMI | Cummins Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CCX | CHURCHILL CAPITAL CL A... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BE | Bloom Energy Corp Class A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
State Street Hedged In... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
AIV | Apartment Investment &... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vanguard International... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 | |
ETRN | Berkshire Hathaway Inc B | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COIN | COINBASE GLOBAL CL A ORD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BHP | Bhp Billiton Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CQQQ | Invesco China Technology | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MainStay MacKay Growth A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 | |
General Electric Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 | |
DraftKings Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 | |
SCOR | comScore Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Schwab Fundamental US ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 | |
ITB | Ishares U.S. Home Cons... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vanguard Global Equity | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 | |
NFG | National Fuel Gas Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TGT | Target Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CYDY | CYTODYN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TMUSR | T-MOBILE US INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MVEN | THE MAVEN, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SFIO | SMOKEFREE INNOTEC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HIPPQ | HIPCRICKET INC (NV) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
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The securities at the top of the list , including VANGUARD US GROWTH INDEX ETF, VANGUARD VALUE INDEX FUND, and VANGUARD INTL EQUITY INDEX F, are the highest-conviction holdings of Garde Capital, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Garde Capital, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Garde Capital, Inc. owns currently or has owned in the past.