545 is the total number of securities Asset Planning Services, Ltd. has owned. The longest Asset Planning Services, Ltd. has owned a single stock is 27 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 27 | 27 | 11.86% | 15.96% | 19.06% | Q2 2015 | Q4 2021 | 27 |
VOO | VANGUARD INDEX FDS | 27 | 27 | 6.00% | 9.11% | 12.22% | Q2 2015 | Q4 2021 | 27 |
SPSB | SPDR SER TR | 27 | 27 | 3.75% | 7.11% | 11.96% | Q2 2015 | Q4 2021 | 27 |
MRK | MERCK & CO INC NEW | 27 | 27 | 3.68% | 6.61% | 12.41% | Q2 2015 | Q4 2021 | 27 |
VUG | VANGUARD INDEX FDS | 27 | 27 | 4.13% | 5.34% | 7.75% | Q2 2015 | Q4 2021 | 27 |
VO | VANGUARD INDEX FDS | 27 | 27 | 3.68% | 4.47% | 5.24% | Q2 2015 | Q4 2021 | 27 |
VTV | VANGUARD INDEX FDS | 27 | 27 | 2.80% | 3.67% | 5.07% | Q2 2015 | Q4 2021 | 27 |
VCSH | VANGUARD SCOTTSDALE FDS | 27 | 27 | 0.30% | 3.03% | 5.79% | Q2 2015 | Q4 2021 | 27 |
IJH | ISHARES TR | 27 | 27 | 2.01% | 2.93% | 4.63% | Q2 2015 | Q4 2021 | 27 |
VXUS | VANGUARD STAR FDS | 27 | 27 | 0.16% | 2.20% | 3.27% | Q2 2015 | Q4 2021 | 27 |
IEFA | ISHARES TR | 27 | 27 | 0.53% | 1.93% | 3.26% | Q2 2015 | Q4 2021 | 27 |
SDY | SPDR SER TR | 27 | 27 | 0.76% | 1.63% | 2.86% | Q2 2015 | Q4 2021 | 27 |
VEA | VANGUARD TAX-MANAGED I... | 27 | 27 | 1.06% | 1.46% | 1.97% | Q2 2015 | Q4 2021 | 27 |
VOE | VANGUARD INDEX FDS | 27 | 27 | 0.84% | 1.35% | 2.24% | Q2 2015 | Q4 2021 | 27 |
IJR | ISHARES TR | 27 | 27 | 0.48% | 1.19% | 2.08% | Q2 2015 | Q4 2021 | 27 |
SPY | SPDR S&P 500 ETF TR | 27 | 27 | 0.18% | 1.17% | 2.60% | Q2 2015 | Q4 2021 | 27 |
SCHM | SCHWAB STRATEGIC TR | 27 | 27 | 0.01% | 1.17% | 2.40% | Q2 2015 | Q4 2021 | 27 |
DLS | WISDOMTREE TR | 27 | 27 | 0.78% | 1.17% | 1.55% | Q2 2015 | Q4 2021 | 27 |
IEMG | ISHARES INC | 27 | 27 | 0.80% | 1.15% | 1.57% | Q2 2015 | Q4 2021 | 27 |
VB | VANGUARD INDEX FDS | 27 | 27 | 0.56% | 1.14% | 2.00% | Q2 2015 | Q4 2021 | 27 |
VBR | VANGUARD INDEX FDS | 27 | 27 | 0.70% | 1.04% | 1.42% | Q2 2015 | Q4 2021 | 27 |
IXUS | ISHARES TR | 27 | 27 | 0.04% | 0.88% | 1.76% | Q2 2015 | Q4 2021 | 27 |
AAPL | APPLE INC | 27 | 27 | 0.43% | 0.81% | 1.58% | Q2 2015 | Q4 2021 | 27 |
USMV | ISHARES TR | 27 | 27 | 0.14% | 0.78% | 2.21% | Q2 2015 | Q4 2021 | 27 |
VTI | VANGUARD INDEX FDS | 27 | 27 | 0.37% | 0.75% | 1.15% | Q2 2015 | Q4 2021 | 27 |
VEU | VANGUARD INTL EQUITY I... | 27 | 27 | 0.26% | 0.68% | 2.04% | Q2 2015 | Q4 2021 | 27 |
VIOO | VANGUARD ADMIRAL FDS INC | 27 | 27 | 0.35% | 0.65% | 0.92% | Q2 2015 | Q4 2021 | 27 |
IVE | ISHARES TR | 27 | 27 | 0.35% | 0.63% | 1.05% | Q2 2015 | Q4 2021 | 27 |
VYM | VANGUARD WHITEHALL FDS... | 27 | 27 | 0.35% | 0.61% | 0.91% | Q2 2015 | Q4 2021 | 27 |
IWF | ISHARES TR | 27 | 27 | 0.45% | 0.60% | 0.82% | Q2 2015 | Q4 2021 | 27 |
HYS | PIMCO ETF TR | 27 | 27 | 0.31% | 0.50% | 1.14% | Q2 2015 | Q4 2021 | 27 |
MAR | MARRIOTT INTL INC NEW | 27 | 27 | 0.25% | 0.49% | 0.70% | Q2 2015 | Q4 2021 | 27 |
SCZ | ISHARES TR | 27 | 27 | 0.32% | 0.47% | 0.62% | Q2 2015 | Q4 2021 | 27 |
MGC | VANGUARD WORLD FD | 27 | 27 | 0.35% | 0.45% | 0.65% | Q2 2015 | Q4 2021 | 27 |
SPIB | SPDR SER TR | 27 | 27 | 0.07% | 0.37% | 1.00% | Q2 2015 | Q4 2021 | 27 |
IWM | ISHARES TR | 27 | 27 | 0.16% | 0.34% | 0.60% | Q2 2015 | Q4 2021 | 27 |
IWB | ISHARES TR | 27 | 27 | 0.22% | 0.33% | 0.47% | Q2 2015 | Q4 2021 | 27 |
VWO | VANGUARD INTL EQUITY I... | 27 | 27 | 0.23% | 0.32% | 0.48% | Q2 2015 | Q4 2021 | 27 |
VV | VANGUARD INDEX FDS | 27 | 27 | 0.10% | 0.30% | 0.44% | Q2 2015 | Q4 2021 | 27 |
FNDX | SCHWAB STRATEGIC TR | 27 | 27 | 0.05% | 0.28% | 0.46% | Q2 2015 | Q4 2021 | 27 |
MGK | VANGUARD WORLD FD | 27 | 27 | 0.22% | 0.27% | 0.33% | Q2 2015 | Q4 2021 | 27 |
BRKB | BERKSHIRE HATHAWAY INC... | 27 | 27 | 0.10% | 0.22% | 0.36% | Q2 2015 | Q4 2021 | 27 |
IWD | ISHARES TR | 27 | 27 | 0.12% | 0.20% | 0.44% | Q2 2015 | Q4 2021 | 27 |
IJJ | ISHARES TR | 27 | 27 | 0.11% | 0.19% | 0.25% | Q2 2015 | Q4 2021 | 27 |
SCHG | SCHWAB STRATEGIC TR | 27 | 27 | 0.10% | 0.15% | 0.24% | Q2 2015 | Q4 2021 | 27 |
GLD | SPDR GOLD TRUST | 27 | 27 | 0.09% | 0.12% | 0.18% | Q2 2015 | Q4 2021 | 27 |
GIM | TEMPLETON GLOBAL INCOM... | 27 | 27 | 0.01% | 0.10% | 0.17% | Q2 2015 | Q4 2021 | 27 |
XLK | SELECT SECTOR SPDR TR | 15 | 11 | 0.11% | 0.15% | 0.23% | Q2 2015 | Q4 2021 | 26 |
SCHV | SCHWAB STRATEGIC TR | 15 | 11 | 0.10% | 0.13% | 0.17% | Q2 2015 | Q4 2021 | 26 |
VBK | VANGUARD INDEX FDS | 19 | 7 | 0.08% | 0.13% | 0.20% | Q2 2015 | Q4 2021 | 26 |
LH | LABORATORY CORP AMER H... | 25 | 25 | 0.01% | 0.57% | 1.91% | Q2 2015 | Q2 2021 | 25 |
VNQ | VANGUARD INDEX FDS | 25 | 25 | 0.17% | 0.26% | 0.38% | Q2 2015 | Q2 2021 | 25 |
VOT | VANGUARD INDEX FDS | 18 | 6 | 0.07% | 0.16% | 0.32% | Q2 2015 | Q4 2021 | 24 |
PPR | VOYA PRIME RATE TR | 22 | 1 | 0.24% | 0.61% | 1.26% | Q2 2015 | Q1 2021 | 23 |
ITOT | ISHARES TR | 22 | 22 | 0.32% | 0.85% | 1.13% | Q3 2016 | Q4 2021 | 22 |
MDY | SPDR S&P MIDCAP 400 ET... | 22 | 22 | 0.10% | 0.14% | 0.20% | Q2 2015 | Q3 2020 | 22 |
VCIT | VANGUARD SCOTTSDALE FDS | 11 | 1 | 0.02% | 0.11% | 0.39% | Q2 2015 | Q4 2021 | 21 |
SCHB | SCHWAB STRATEGIC TR | 19 | 2 | 0.06% | 0.11% | 0.28% | Q2 2015 | Q3 2020 | 21 |
MSFT | MICROSOFT CORP | 12 | 1 | 0.01% | 0.07% | 0.14% | Q2 2015 | Q4 2021 | 21 |
SLQD | ISHARES TR | 20 | 20 | 0.04% | 3.03% | 5.01% | Q1 2017 | Q4 2021 | 20 |
IGE | ISHARES TR | 20 | 20 | 0.17% | 0.38% | 0.77% | Q2 2015 | Q1 2020 | 20 |
VGK | VANGUARD INTL EQUITY I... | 15 | 5 | 0.10% | 0.16% | 0.22% | Q2 2015 | Q2 2020 | 20 |
EZU | ISHARES INC | 15 | 5 | 0.08% | 0.11% | 0.14% | Q2 2015 | Q2 2020 | 20 |
IJK | ISHARES TR | 18 | 2 | 0.09% | 0.11% | 0.19% | Q2 2015 | Q2 2021 | 20 |
VAC | MARRIOTT VACTINS WORLD... | 18 | 1 | 0.04% | 0.07% | 0.10% | Q2 2015 | Q4 2021 | 20 |
EFAV | ISHARES TR | 19 | 19 | 0.24% | 0.36% | 0.49% | Q2 2016 | Q4 2020 | 19 |
GE | GENERAL ELECTRIC CO | 18 | 18 | 0.02% | 0.15% | 0.37% | Q2 2015 | Q3 2019 | 18 |
IWN | ISHARES TR | 18 | 18 | 0.06% | 0.14% | 0.25% | Q2 2015 | Q3 2019 | 18 |
VZ | VERIZON COMMUNICATIONS... | 18 | 18 | 0.06% | 0.12% | 0.22% | Q2 2015 | Q3 2019 | 18 |
IBM | INTERNATIONAL BUSINESS... | 18 | 18 | 0.02% | 0.11% | 0.33% | Q2 2015 | Q3 2019 | 18 |
EFA | ISHARES TR | 18 | 18 | 0.05% | 0.10% | 0.20% | Q2 2015 | Q3 2019 | 18 |
VSS | VANGUARD INTL EQUITY I... | 18 | 18 | 0.06% | 0.10% | 0.15% | Q2 2015 | Q3 2019 | 18 |
XOM | EXXON MOBIL CORP | 18 | 18 | 0.00% | 0.10% | 0.22% | Q2 2015 | Q3 2019 | 18 |
SCHA | SCHWAB STRATEGIC TR | 18 | 18 | 0.06% | 0.09% | 0.14% | Q2 2015 | Q3 2019 | 18 |
T | AT&T INC | 18 | 18 | 0.05% | 0.09% | 0.14% | Q2 2015 | Q3 2019 | 18 |
GFY | WESTERN ASSET VAR RT S... | 18 | 18 | 0.05% | 0.08% | 0.11% | Q2 2015 | Q3 2019 | 18 |
HD | HOME DEPOT INC | 18 | 18 | 0.03% | 0.08% | 0.14% | Q2 2015 | Q3 2019 | 18 |
BSV | VANGUARD BD INDEX FD INC | 18 | 18 | 0.05% | 0.07% | 0.13% | Q2 2015 | Q3 2019 | 18 |
IAU | ISHARES GOLD TRUST | 18 | 18 | 0.04% | 0.07% | 0.14% | Q2 2015 | Q3 2019 | 18 |
PG | PROCTER & GAMBLE CO | 18 | 18 | 0.00% | 0.07% | 0.20% | Q2 2015 | Q3 2019 | 18 |
PFE | PFIZER INC | 18 | 18 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q3 2019 | 18 |
TSLA | TESLA MTRS INC | 9 | 3 | 0.00% | 0.06% | 0.24% | Q2 2016 | Q4 2021 | 18 |
WMT | WAL-MART STORES INC | 18 | 18 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q3 2019 | 18 |
WTR | AQUA AMERICA INC | 18 | 18 | 0.00% | 0.05% | 0.11% | Q2 2015 | Q3 2019 | 18 |
IWO | ISHARES TR | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2019 | 18 |
IUSV | ISHARES TR | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2019 | 18 |
VIG | VANGUARD SPECIALIZED P... | 18 | 18 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q3 2019 | 18 |
JPS | NUVEEN QUALITY PFD INC... | 18 | 18 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2019 | 18 |
IYR | ISHARES TR | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2019 | 18 |
DEM | WISDOMTREE TR | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2019 | 18 |
FB | FACEBOOK INC | 18 | 18 | 0.00% | 0.04% | 0.24% | Q2 2015 | Q3 2019 | 18 |
HST | HOST HOTELS & RESORTS INC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2019 | 18 |
XOP | SPDR SERIES TRUST | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2019 | 18 |
FLOT | ISHARES TR | 18 | 18 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q3 2019 | 18 |
EMN | EASTMAN CHEMICAL CO | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2019 | 18 |
CSCO | CISCO SYS INC | 18 | 18 | 0.01% | 0.03% | 0.13% | Q2 2015 | Q3 2019 | 18 |
INTC | INTEL CORP | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2015 | Q3 2019 | 18 |
JNJ | JOHNSON & JOHNSON | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 18 |
IJS | ISHARES TR | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2019 | 18 |
CPK | CHESAPEAKE UTILS CORP | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2019 | 18 |
HAL | HALLIBURTON CO | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2019 | 18 |
CVX | CHEVRON CORP NEW | 18 | 18 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2019 | 18 |
TEVA | TEVA PHARMACEUTICAL IN... | 18 | 18 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2019 | 18 |
EFG | ISHARES TR | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2019 | 18 |
XLU | SELECT SECTOR SPDR TR | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2019 | 18 |
WTMF | WISDOMTREE TR | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q3 2019 | 18 |
AMJ | JPMORGAN CHASE & CO | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 18 |
IVW | ISHARES TR | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2019 | 18 |
GILD | GILEAD SCIENCES INC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 18 |
UVSP | UNIVEST FINANCIAL CORP... | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 18 |
CERN | CERNER CORP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
GSK | GLAXOSMITHKLINE PLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2019 | 18 |
TRV | TRAVELERS COMPANIES INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
STZ | CONSTELLATION BRANDS INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
LEMB | ISHARES INC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
IAT | ISHARES TR | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
PDM | PIEDMONT OFFICE REALTY... | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
MET | METLIFE INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
DNKN | DUNKIN BRANDS GROUP INC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
FDX | FEDEX CORP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
KSU | KANSAS CITY SOUTHERN | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
SLV | ISHARES SILVER TRUST | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
EMB | ISHARES TR | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
RAVN | RAVEN INDS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
DAL | DELTA AIR LINES INC DEL | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
AMAT | APPLIED MATLS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
VEEV | VEEVA SYS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
IEZ | ISHARES TR | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
C | CITIGROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
CRY | CRYOLIFE INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
SVVC | FIRSTHAND TECH VALUE F... | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
VC | VISTEON CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
BLDP | BALLARD PWR SYS INC NEW | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
GCVRZ | SANOFI | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
SCHE | SCHWAB STRATEGIC TR | 17 | 17 | 0.07% | 0.12% | 0.35% | Q3 2015 | Q3 2019 | 17 |
EUMV | ISHARES TR | 12 | 5 | 0.02% | 0.11% | 0.14% | Q1 2016 | Q2 2020 | 17 |
BP | BP PLC | 15 | 2 | 0.02% | 0.06% | 0.18% | Q2 2015 | Q3 2019 | 17 |
PNC | PNC FINL SVCS GROUP INC | 15 | 2 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2019 | 17 |
MGV | VANGUARD WORLD FD | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2019 | 17 |
HPI | HANCOCK JOHN PFD INCOM... | 17 | 17 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q2 2019 | 17 |
EEMV | ISHARES INC | 15 | 2 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2019 | 17 |
DFE | WISDOMTREE TR | 15 | 2 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2019 | 17 |
DVY | ISHARES TR | 15 | 2 | 0.02% | 0.04% | 0.14% | Q2 2015 | Q3 2019 | 17 |
UFI | UNIFI INC | 15 | 2 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 17 |
HYI | WESTERN ASSET HGH YLD ... | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2019 | 17 |
SLF | SUN LIFE FINL INC | 15 | 2 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 17 |
HSY | HERSHEY CO | 15 | 2 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2019 | 17 |
WFC | WELLS FARGO CO NEW | 15 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2019 | 17 |
VDE | VANGUARD WORLD FDS | 11 | 6 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2019 | 17 |
F | FORD MTR CO DEL | 15 | 2 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2019 | 17 |
PFG | PRINCIPAL FINL GROUP INC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 17 |
SBUX | STARBUCKS CORP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
CMI | CUMMINS INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
AVAV | AEROVIRONMENT INC | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 17 |
MTDR | MATADOR RES CO | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 17 |
MITK | MITEK SYS INC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 17 |
LUMN | CENTURYLINK INC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 17 |
S | SPRINT CORPORATION | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 17 |
NKE | NIKE INC | 8 | 2 | 0.06% | 0.09% | 0.14% | Q1 2017 | Q4 2021 | 16 |
PEP | PEPSICO INC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2019 | 16 |
PPL | PPL CORP | 10 | 6 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 16 |
EXC | EXELON CORP | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2019 | 16 |
QUAD | QUAD / GRAPHICS INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 16 |
RAD | RITE AID CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
MFC | MANULIFE FINL CORP | 14 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2019 | 16 |
SQBG | SEQUENTIAL BRNDS GROUP... | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
PHB | INVESCO EXCH TRADED FD... | 15 | 15 | 0.82% | 1.00% | 1.18% | Q2 2018 | Q4 2021 | 15 |
PRF | INVESCO EXCHANGE TRADE... | 15 | 15 | 0.22% | 0.29% | 0.39% | Q2 2018 | Q4 2021 | 15 |
PWV | INVESCO EXCHANGE TRADE... | 15 | 15 | 0.18% | 0.23% | 0.28% | Q2 2018 | Q4 2021 | 15 |
AAL | AMERICAN AIRLS GROUP INC | 15 | 15 | 0.00% | 0.03% | 0.17% | Q1 2016 | Q3 2019 | 15 |
STMP | STAMPS COM INC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2018 | 15 |
ACWX | ISHARES TR | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2018 | 15 |
CELG | CELGENE CORP | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 15 |
BND | VANGUARD BD INDEX FD INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 15 |
MDLZ | MONDELEZ INTL INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
EQC | EQUITY COMWLTH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
ESRX | EXPRESS SCRIPTS HLDG CO | 14 | 14 | 0.28% | 0.43% | 0.66% | Q2 2015 | Q3 2018 | 14 |
BOND | PIMCO ETF TR | 14 | 14 | 0.09% | 0.20% | 0.25% | Q2 2015 | Q3 2018 | 14 |
SCHF | SCHWAB STRATEGIC TR | 13 | 1 | 0.01% | 0.12% | 0.17% | Q2 2017 | Q4 2021 | 14 |
GLW | CORNING INC | 12 | 2 | 0.02% | 0.11% | 0.22% | Q1 2016 | Q3 2019 | 14 |
SHYG | ISHARES TR | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2018 | 14 |
BA | BOEING CO | 12 | 2 | 0.04% | 0.07% | 0.16% | Q1 2016 | Q3 2019 | 14 |
LDUR | PIMCO ETF TR | 14 | 14 | 0.01% | 0.07% | 0.13% | Q2 2015 | Q3 2018 | 14 |
WSBF | WATERSTONE FINL INC MD | 12 | 2 | 0.03% | 0.06% | 0.12% | Q1 2016 | Q3 2019 | 14 |
IDV | ISHARES TR | 8 | 6 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q4 2018 | 14 |
GCBC | GREENE COUNTY BANCORP INC | 12 | 2 | 0.02% | 0.03% | 0.10% | Q1 2016 | Q3 2019 | 14 |
NAD | NUVEEN QUALITY MUNCP I... | 10 | 2 | 0.01% | 0.02% | 0.08% | Q3 2016 | Q3 2020 | 14 |
FRA | BLACKROCK FLOAT RATE O... | 12 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 14 |
COP | CONOCOPHILLIPS | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
PSX | PHILLIPS 66 | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2019 | 14 |
LIT | GLOBAL X FDS | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 14 |
NEON | NEONODE INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
TUP | TUPPERWARE BRANDS CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
RYE | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.18% | 0.30% | 0.43% | Q4 2018 | Q4 2021 | 13 |
RTM | INVESCO EXCHANGE TRADE... | 13 | 13 | 0.22% | 0.25% | 0.29% | Q4 2018 | Q4 2021 | 13 |
KEY | KEYCORP NEW | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q3 2019 | 13 |
AZN | ASTRAZENECA PLC | 13 | 13 | 0.01% | 0.02% | 0.11% | Q2 2015 | Q2 2018 | 13 |
CBS | CBS CORP NEW | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
ILF | ISHARES TR | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
PHB | POWERSHARES GLOBAL ETF... | 12 | 12 | 1.24% | 1.72% | 2.15% | Q2 2015 | Q1 2018 | 12 |
PWV | POWERSHARES ETF TRUST | 12 | 12 | 0.30% | 0.40% | 0.46% | Q2 2015 | Q1 2018 | 12 |
PRF | POWERSHARES ETF TRUST | 12 | 12 | 0.28% | 0.35% | 0.40% | Q2 2015 | Q1 2018 | 12 |
FNDC | SCHWAB STRATEGIC TR | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q3 2019 | 12 |
AGNC | AGNC INVT CORP | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
SO | SOUTHERN CO | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2018 | 12 |
LVS | LAS VEGAS SANDS CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 12 |
GM | GENERAL MTRS CO | 12 | 12 | 0.01% | 0.01% | 0.06% | Q3 2015 | Q2 2018 | 12 |
PFF | ISHARES TR | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
FUN | CEDAR FAIR L P | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 12 |
DBP | POWERSHS DB MULTI SECT... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
BASX | BASIC ENERGY SVCS INC NEW | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
DDR | DDR CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
AXP | AMERICAN EXPRESS CO | 10 | 1 | 0.01% | 0.07% | 0.10% | Q2 2015 | Q1 2018 | 11 |
DES | WISDOMTREE TR | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q3 2019 | 11 |
MCD | MCDONALDS CORP | 11 | 11 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q3 2019 | 11 |
IBB | ISHARES TR | 11 | 11 | 0.02% | 0.02% | 0.05% | Q1 2017 | Q3 2019 | 11 |
CL | COLGATE PALMOLIVE CO | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 11 |
AAXJ | ISHARES TR | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2019 | 11 |
UGL | PROSHARES TR II | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 11 |
WBA | WALGREENS BOOTS ALLIAN... | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
TROW | PRICE T ROWE GROUP INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
TMO | THERMO FISHER SCIENTIF... | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
CEO | CNOOC LTD | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 11 |
SCHW | THE CHARLES SCHWAB COR... | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
FREL | FIDELITY COVINGTON TR | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
HHC | HOWARD HUGHES CORP | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2017 | 11 |
ZBH | ZIMMER BIOMET HLDGS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
IGSB | ISHARES TR | 10 | 10 | 0.18% | 0.28% | 0.42% | Q3 2019 | Q4 2021 | 10 |
ISTB | ISHARES TR | 8 | 2 | 0.17% | 0.20% | 0.29% | Q4 2018 | Q4 2021 | 10 |
PPG | PPG INDS INC | 10 | 10 | 0.02% | 0.09% | 0.12% | Q4 2015 | Q1 2018 | 10 |
TFX | TELEFLEX INC | 8 | 2 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q3 2019 | 10 |
MMM | 3M CO | 10 | 10 | 0.02% | 0.08% | 0.09% | Q4 2015 | Q1 2018 | 10 |
UTX | UNITED TECHNOLOGIES CORP | 10 | 10 | 0.01% | 0.05% | 0.06% | Q4 2015 | Q1 2018 | 10 |
USB | US BANCORP DEL | 10 | 10 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q1 2018 | 10 |
FNDA | SCHWAB STRATEGIC TR | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2019 | 10 |
IP | INTL PAPER CO | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2017 | 10 |
IWV | ISHARES TR | 8 | 2 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2019 | 10 |
CEF | CENTRAL FD CDA LTD | 7 | 3 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2019 | 10 |
JPM | JPMORGAN CHASE & CO | 8 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q3 2019 | 10 |
BBT | BB&T CORP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2018 | 10 |
HELE | HELEN OF TROY CORP LTD | 8 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2019 | 10 |
DUK | DUKE ENERGY CORP NEW | 8 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 10 |
PM | PHILIP MORRIS INTL INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2017 | 10 |
XYL | XYLEM INC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2017 | 10 |
NEE | NEXTERA ENERGY INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
MO | ALTRIA GROUP INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
ABC | AMERISOURCEBERGEN CORP | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2017 | 10 |
WOR | WORTHINGTON INDS INC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 10 |
PCN | PIMCO CORPORATE INCOME... | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 10 |
AET | AETNA INC NEW | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
WY | WEYERHAEUSER CO | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 10 |
RDY | DR REDDYS LABS LTD | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 10 |
EOG | EOG RES INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 10 |
IHI | ISHARES TR | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 10 |
VHT | VANGUARD WORLD FDS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
EEM | ISHARES TR | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 10 |
MYL | MYLAN N V | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 10 |
HIG | HARTFORD FINL SVCS GRO... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 10 |
CMCSA | COMCAST CORP NEW | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 10 |
VRTV | VERITIV CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
HRS | HARRIS CORP DEL | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
LPTX | LEAP THERAPEUTICS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
VEC | VECTRUS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
VMBS | VANGUARD SCOTTSDALE FDS | 9 | 9 | 0.11% | 0.62% | 1.05% | Q4 2019 | Q4 2021 | 9 |
JPST | JP MORGAN EXCHANGE TRA... | 9 | 9 | 0.14% | 0.31% | 0.40% | Q3 2018 | Q3 2020 | 9 |
MTUM | ISHARES TR | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2019 | 9 |
MINT | PIMCO ETF TR | 5 | 4 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q4 2017 | 9 |
KR | KROGER CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
PBI | PITNEY BOWES INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 9 |
HPQ | HP INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
TYME | TYME TECHNOLOGIES INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
AVGO | BROADCOM LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
EL | LAUDER ESTEE COS INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
MYGN | MYRIAD GENETICS INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
PPLT | ETFS PLATINUM TR | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
KHC | KRAFT HEINZ CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
DVMT | DELL TECHNOLOGIES INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
SPOK | SPOK HLDGS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
TLT | ISHARES TR | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 9 |
BLCM | BELLICUM PHARMACEUTICA... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
NEAR | ISHARES US ETF TR | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
DGX | QUEST DIAGNOSTICS INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
LQD | ISHARES TR | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
FTRCQ | FRONTIER COMMUNICATION... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
BHF | BRIGHTHOUSE FINL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
SCHD | SCHWAB STRATEGIC TR | 8 | 8 | 0.63% | 0.73% | 0.98% | Q2 2019 | Q1 2021 | 8 |
DOL | WISDOMTREE TR | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q1 2017 | 8 |
WAB | WABTEC CORP | 5 | 3 | 0.00% | 0.08% | 0.17% | Q1 2016 | Q3 2019 | 8 |
SIVR | ETFS SILVER TR | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
SONY | SONY CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
HEFA | ISHARES TR | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 8 |
FTR | FRONTIER COMMUNICATION... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
VXF | VANGUARD INDEX FDS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
HYT | BLACKROCK CORPOR HI YL... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
BNDX | VANGUARD CHARLOTTE FDS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
IBDL | ISHARES TR | 7 | 7 | 0.14% | 0.18% | 0.20% | Q1 2019 | Q3 2020 | 7 |
GGP | GENERAL GROWTH PPTYS I... | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q4 2016 | 7 |
CEF | SPROTT PHYSICAL GOLD &... | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2019 | 7 |
DIS | DISNEY WALT CO | 5 | 2 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2019 | 7 |
INTF | ISHARES TR | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
VT | VANGUARD INTL EQUITY I... | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
VFC | V F CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
CCI | CROWN CASTLE INTL CORP... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
SNPS | SYNOPSYS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
VTR | VENTAS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
PZI | POWERSHARES ETF TRUST | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
PLD | PROLOGIS INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 7 |
HYG | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
TIP | ISHARES TR | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 7 |
JT | JIANPU TECHNOLOGY INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
OREXQ | OREXIGEN THERAPEUTICS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
ETP | ENERGY TRANSFER PRTNRS... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
IGIB | ISHARES TR | 6 | 6 | 0.35% | 0.40% | 0.43% | Q3 2020 | Q4 2021 | 6 |
SPYV | SPDR SERIES TRUST | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
DWDP | DOWDUPONT INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2018 | 6 |
SCHX | SCHWAB STRATEGIC TR | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
EPAC | ACTUA CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
BAS | BASIC ENERGY SVCS INC NEW | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
AVGO | BROADCOM INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
TTE | TOTAL S A | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
JCI | JOHNSON CTLS INTL PLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
CTSH | COGNIZANT TECHNOLOGY S... | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
TLN | TALEN ENERGY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
ITT | ITT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
ACUR | ACURA PHARMACEUTICALS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
KO | COCA COLA CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
NWL | NEWELL RUBBERMAID INC | 5 | 5 | 0.06% | 0.12% | 0.20% | Q1 2016 | Q1 2017 | 5 |
V | VISA INC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2016 | Q1 2017 | 5 |
CYBR | CYBERARK SOFTWARE LTD | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q1 2017 | 5 |
NWBI | NORTHWEST BANCSHARES I... | 5 | 5 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q1 2017 | 5 |
FNFG | FIRST NIAGARA FINL GP INC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2015 | Q2 2016 | 5 |
NYCB | NEW YORK CMNTY BANCORP... | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q1 2017 | 5 |
QQQ | POWERSHARES QQQ TRUST | 5 | 5 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q1 2018 | 5 |
BMYRT | BRISTOL-MYERS SQUIBB CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 5 |
HPE | HEWLETT PACKARD ENTERP... | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
EFL | EATON VANCE FLTNG RATE... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
FMI | FOUNDATION MEDICINE INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
GOOGL | ALPHABET INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
NPI | NUVEEN PREM INCOME MUN FD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
CVV | CVD EQUIPMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
MJ | ETF MANAGERS TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
JCI | JOHNSON CTLS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
EMC | E M C CORP MASS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
BABA | ALIBABA GROUP HLDG LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
ORCL | ORACLE CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
ACTG | ACACIA RESH CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2016 | 5 |
MRO | MARATHON OIL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
CHA | CHINA TELECOM CORP LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
HOT | STARWOOD HOTELS&RESORT... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
QLIK | QLIK TECHNOLOGIES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
STRM | STREAMLINE HEALTH SOLU... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
RSE | ROUSE PPTYS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
ADNT | ADIENT PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
SIRI | SIRIUS XM HLDGS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
SPOT | SPOTIFY TECHNOLOGY S A | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 5 |
IEF | ISHARES TR | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 5 |
SPLS | STAPLES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
PULS | PGIM ETF TR | 4 | 4 | 1.25% | 2.53% | 3.38% | Q1 2021 | Q4 2021 | 4 |
EUSA | ISHARES INC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q1 2021 | Q4 2021 | 4 |
AGG | ISHARES TR | 3 | 1 | 0.00% | 0.19% | 0.30% | Q2 2015 | Q3 2019 | 4 |
CI | CIGNA CORP NEW | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2018 | Q3 2019 | 4 |
HP | HELMERICH & PAYNE INC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q1 2016 | Q4 2016 | 4 |
SJNK | SPDR SER TR | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
BFIN | BANKFINANCIAL CORP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q1 2017 | 4 |
RYT | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 4 |
NPBC | NATIONAL PENN BANCSHAR... | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
FTEC | FIDELITY COVINGTON TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 4 |
VRX | VALEANT PHARMACEUTICAL... | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q2 2018 | 4 |
BHC | BAUSCH HEALTH COS INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 4 |
COMT | ISHARES US ETF TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
SIVR | ABERDEEN STD SILVER ET... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
QQQ | INVESCO QQQ TR | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 4 |
ACTA | ACTUA CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
GGP | GGP INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
BCS | BARCLAYS PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
KKR | KKR & CO L P DEL | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
ICE | INTERCONTINENTAL EXCHA... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
PPLT | ABERDEEN STD PLATINUM ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MAS | MASCO CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
PVH | PVH CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
ILG | ILG INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
IXN | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
NEON | NEONODE INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
HNSN | HANSEN MEDICAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
SRLN | SSGA ACTIVE ETF TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
SITC | SITE CENTERS CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
OGN | ORGANON & CO | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q4 2021 | 3 |
JPIB | J P MORGAN EXCHANGE-TR... | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
BHLB | BERKSHIRE HILLS BANCOR... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
PJP | POWERSHARES ETF TRUST | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2017 | 3 |
NCR | NCR CORP NEW | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
TGI | TRIUMPH GROUP INC NEW | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
FINL | FINISH LINE INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
ICLR | ICON PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
BX | BLACKSTONE GROUP L P | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CNQ | CANADIAN NAT RES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
FLS | FLOWSERVE CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
CCEP | COCA COLA EUROPEAN PAR... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GOOS | CANADA GOOSE HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
BCC | BOISE CASCADE CO DEL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
OFC | CORPORATE OFFICE PPTYS TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SHLOQ | SHILOH INDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
LBYYQ | LIBBEY INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CNC | CENTENE CORP DEL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
ORBK | ORBOTECH LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
RRTS | ROADRUNNER TRNSN SVCS ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
DELL | DELL TECHNOLOGIES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
SSINQ | STAGE STORES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
GDOT | GREEN DOT CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
ARRS | ARRIS INTL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
UEPS | NET 1 UEPS TECHNOLOGIE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SCMP | SUCAMPO PHARMACEUTICAL... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
OLN | OLIN CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
LVLT | LEVEL 3 COMMUNICATIONS... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
SNAP | SNAP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
CWB | SPDR SERIES TRUST | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 3 |
SPLG | SPDR SER TR | 2 | 2 | 0.66% | 0.81% | 0.96% | Q3 2021 | Q4 2021 | 2 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.10% | 0.14% | 0.19% | Q1 2016 | Q1 2020 | 2 |
FHLC | FIDELITY COVINGTON TRUST | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
BKLN | POWERSHARES ETF TRUST II | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2015 | Q3 2015 | 2 |
ESLT | ELBIT SYS LTD | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
CBI | CHICAGO BRIDGE & IRON ... | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q2 2016 | 2 |
CASH | META FINL GROUP INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q2 2016 | 2 |
JPC | NUVEEN PFD & INCOME OP... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
TBNK | TERRITORIAL BANCORP INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
CKH | SEACOR HOLDINGS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
HRL | HORMEL FOODS CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
FNDE | SCHWAB STRATEGIC TR | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
HBI | HANESBRANDS INC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q4 2016 | 2 |
DD | DU PONT E I DE NEMOURS... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
VYMI | VANGUARD WHITEHALL FDS... | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
SLYG | SPDR SERIES TRUST | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
DBEF | DBX ETF TR | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
HACK | ETF MANAGERS TR | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
VAW | VANGUARD WORLD FDS | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
EWH | ISHARES INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
XLI | SELECT SECTOR SPDR TR | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
NEO | NEOGENOMICS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
PGX | POWERSHARES ETF TR II | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
XLE | SELECT SECTOR SPDR TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
FXO | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
NVS | NOVARTIS A G | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
DD | DUPONT DE NEMOURS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
ILMN | ILLUMINA INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
BRCM | BROADCOM CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
USCR | U S CONCRETE INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
DOW | DOW INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
GS | GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
WHR | WHIRLPOOL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MXL | MAXLINEAR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
ADEP | ADEPT TECHNOLOGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
SWKS | SKYWORKS SOLUTIONS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CTVA | CORTEVA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ARE | ALEXANDRIA REAL ESTATE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SKX | SKECHERS U S A INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
TIME | TIME INC NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
WEB | WEB COM GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
MSO | MARTHA STEWART LIVING ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
DBP | INVESCO DB MLTI SECTR ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HOFT | HOOKER FURNITURE CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
HAS | HASBRO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TDIV | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
4305PS | ALCATEL-LUCENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
GOVT | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
DEF | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
DON | WISDOMTREE TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
SHY | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SHV | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
GAB | GABELLI EQUITY TR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BIV | VANGUARD BD INDEX FD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 2 |
AA | ALCOA CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
DDR | DDR CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PGX | INVESCO EXCHNG TRADED ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
L100PS | ARCONIC INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
COLL | COLLEGIUM PHARMACEUTIC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
RAD | RITE AID CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
IEI | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
KMB | KIMBERLY CLARK CORP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
MCBC | MACATAWA BK CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
INSYQ | INSYS THERAPEUTICS INC... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
VPU | VANGUARD WORLD FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
PZZA | PAPA JOHNS INTL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
NSR | NEUSTAR INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
VLO | VALERO ENERGY CORP NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
MCO | MOODYS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
NEBLQ | NOBLE CORP PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
AZPN | ASPEN TECHNOLOGY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
AFG | AMERICAN FINL GROUP IN... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
AFL | AFLAC INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
ALGT | ALLEGIANT TRAVEL CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
AAWW | ATLAS AIR WORLDWIDE HL... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
SAFM | SANDERSON FARMS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
AAAU | PERTH MINT PHYSICAL GO... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
TRN | TRINITY INDS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ANAC | ANACOR PHARMACEUTICALS... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
LPG | DORIAN LPG LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
SUSC | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
SUSB | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
MDT | MEDTRONIC PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
AMAG | AMAG PHARMACEUTICALS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
APA | APACHE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IXJ | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
OCR | OMNICARE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CLW | CLEARWATER PAPER CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
DBL | DOUBLELINE OPPORTUNIST... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
IYM | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
PEG | PUBLIC SVC ENTERPRISE ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
ESGD | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
INVESCO QQQ TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 | |
PCP | PRECISION CASTPARTS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MON | MONSANTO CO NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SUSA | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DSI | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ING | ING GROEP N V | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
DIV | GLOBAL X FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
RPG | RYDEX ETF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
KRFT | KRAFT FOODS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SYKE | SYKES ENTERPRISES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
KRC | KILROY RLTY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EA | ELECTRONIC ARTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VNO | VORNADO RLTY TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MRC | MRC GLOBAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
AKAM | AKAMAI TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TWTR | TWITTER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
AVGTF | AVG TECHNOLOGIES N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FDLO | FIDELITY COVINGTON TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DOO | WISDOMTREE TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SDOG | ALPS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FDMO | FIDELITY COVINGTON TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FSTA | FIDELITY COVINGTON TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TVPT | TRAVELPORT WORLDWIDE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
KATE | KATE SPADE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SPLV | POWERSHARES ETF TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EVRG | EVERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PLW | POWERSHARES ETF TR II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
IAGG | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PHH | PHH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MBB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GDV | GABELLI DIVD & INCOME TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD INDEX FDS, and SPDR SER TR, are the highest-conviction holdings of Asset Planning Services, Ltd..
The conviction is calculated by counting the number of quarters a security has been reported by Asset Planning Services, Ltd.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Asset Planning Services, Ltd. owns currently or has owned in the past.