$336 Million is the total value of McIlrath & Eck, LLC's 831 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 6.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
NKE | NIKE INCcl b | $901,000 | -5.9% | 6,202 | 0.0% | 0.27% | -7.9% | |
IVV | ISHARES TRcore s&p500 etf | $713,000 | +0.3% | 1,654 | 0.0% | 0.21% | -1.9% | |
V | VISA INC | $681,000 | -4.8% | 3,057 | 0.0% | 0.20% | -6.5% | |
DHR | DANAHER CORPORATION | $610,000 | +13.4% | 2,005 | 0.0% | 0.18% | +11.7% | |
MA | MASTERCARD INCORPORATEDcl a | $478,000 | -4.8% | 1,374 | 0.0% | 0.14% | -7.2% | |
TD | TORONTO DOMINION BK ONT | $373,000 | -5.6% | 5,644 | 0.0% | 0.11% | -7.5% | |
VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $336,000 | -7.7% | 6,711 | 0.0% | 0.10% | -9.9% | |
PYPL | PAYPAL HLDGS INC | $320,000 | -10.6% | 1,228 | 0.0% | 0.10% | -12.8% | |
IWD | ISHARES TRrus 1000 val etf | $306,000 | -1.6% | 1,958 | 0.0% | 0.09% | -3.2% | |
ORCL | ORACLE CORP | $287,000 | +12.1% | 3,291 | 0.0% | 0.08% | +9.0% | |
MELI | MERCADOLIBRE INC | $269,000 | +8.0% | 160 | 0.0% | 0.08% | +5.3% | |
MRK | MERCK & CO INC | $265,000 | -3.3% | 3,529 | 0.0% | 0.08% | -4.8% | |
BSV | VANGUARD BD INDEX FDSshort trm bond | $169,000 | 0.0% | 2,063 | 0.0% | 0.05% | -2.0% | |
EW | EDWARDS LIFESCIENCES CORP | $167,000 | +9.2% | 1,478 | 0.0% | 0.05% | +8.7% | |
VSS | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $166,000 | -1.8% | 1,242 | 0.0% | 0.05% | -3.9% | |
MDLZ | MONDELEZ INTL INCcl a | $161,000 | -6.9% | 2,766 | 0.0% | 0.05% | -9.4% | |
CB | CHUBB LIMITED | $154,000 | +9.2% | 885 | 0.0% | 0.05% | +7.0% | |
CM | CANADIAN IMP BK COMM | $149,000 | -2.0% | 1,339 | 0.0% | 0.04% | -4.3% | |
FTNT | FORTINET INC | $146,000 | +22.7% | 499 | 0.0% | 0.04% | +19.4% | |
NFLX | NETFLIX INC | $138,000 | +16.0% | 226 | 0.0% | 0.04% | +13.9% | |
GLD | SPDR GOLD TR | $132,000 | -0.8% | 801 | 0.0% | 0.04% | -2.5% | |
DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $127,000 | -1.6% | 4,774 | 0.0% | 0.04% | -2.6% | |
RCI | ROGERS COMMUNICATIONS INCcl b | $127,000 | -12.4% | 2,720 | 0.0% | 0.04% | -13.6% | |
MVIS | MICROVISION INC DEL | $128,000 | -34.0% | 11,560 | 0.0% | 0.04% | -35.6% | |
ALK | ALASKA AIR GROUP INC | $121,000 | -3.2% | 2,065 | 0.0% | 0.04% | -5.3% | |
CPRT | COPART INC | $117,000 | +4.5% | 847 | 0.0% | 0.04% | +2.9% | |
LOW | LOWES COS INC | $118,000 | +4.4% | 581 | 0.0% | 0.04% | +2.9% | |
PAYC | PAYCOM SOFTWARE INC | $114,000 | +35.7% | 231 | 0.0% | 0.03% | +30.8% | |
VOO | VANGUARD INDEX FDS | $111,000 | 0.0% | 282 | 0.0% | 0.03% | -2.9% | |
AIG | AMERICAN INTL GROUP INC | $111,000 | +15.6% | 2,015 | 0.0% | 0.03% | +13.8% | |
BND | VANGUARD BD INDEX FDStotal bnd mrkt | $106,000 | 0.0% | 1,237 | 0.0% | 0.03% | 0.0% | |
SYY | SYSCO CORP | $104,000 | +1.0% | 1,327 | 0.0% | 0.03% | 0.0% | |
BKLN | INVESCO EXCH TRADED FD TR IIsr ln etf | $102,000 | 0.0% | 4,618 | 0.0% | 0.03% | -3.2% | |
IJR | ISHARES TRcore s&p scp etf | $100,000 | -2.9% | 912 | 0.0% | 0.03% | -3.2% | |
LUV | SOUTHWEST AIRLS CO | $99,000 | -2.9% | 1,916 | 0.0% | 0.03% | -6.5% | |
TGT | TARGET CORP | $98,000 | -5.8% | 429 | 0.0% | 0.03% | -9.4% | |
IWM | ISHARES TRrussell 2000 etf | $99,000 | -4.8% | 452 | 0.0% | 0.03% | -9.4% | |
FTV | FORTIVE CORP | $99,000 | +1.0% | 1,401 | 0.0% | 0.03% | -3.3% | |
FDX | FEDEX CORP | $96,000 | -26.7% | 439 | 0.0% | 0.03% | -27.5% | |
VXUS | VANGUARD STAR FDSvg tl intl stk f | $95,000 | -4.0% | 1,505 | 0.0% | 0.03% | -6.7% | |
BX | BLACKSTONE INC | $94,000 | +20.5% | 806 | 0.0% | 0.03% | +16.7% | |
PEG | PUBLIC SVC ENTERPRISE GRP IN | $94,000 | +2.2% | 1,539 | 0.0% | 0.03% | 0.0% | |
VFQY | VANGUARD WELLINGTON FDus quality | $95,000 | -1.0% | 809 | 0.0% | 0.03% | -3.4% | |
MS | MORGAN STANLEY | $94,000 | +5.6% | 970 | 0.0% | 0.03% | +3.7% | |
EEM | ISHARES TRmsci emg mkt etf | $92,000 | -8.0% | 1,822 | 0.0% | 0.03% | -10.0% | |
CMCSA | COMCAST CORP NEWcl a | $86,000 | -2.3% | 1,536 | 0.0% | 0.03% | -3.7% | |
MORN | MORNINGSTAR INC | $88,000 | 0.0% | 341 | 0.0% | 0.03% | -3.7% | |
DFS | DISCOVER FINL SVCS | $88,000 | +3.5% | 716 | 0.0% | 0.03% | 0.0% | |
XLF | SELECT SECTOR SPDR TRfinancial | $89,000 | +2.3% | 2,365 | 0.0% | 0.03% | 0.0% | |
XNTK | SPDR SER TRnyse tech etf | $87,000 | -1.1% | 556 | 0.0% | 0.03% | -3.7% | |
AN | AUTONATION INC | $85,000 | +26.9% | 702 | 0.0% | 0.02% | +25.0% | |
CHPT | CHARGEPOINT HOLDINGS INC | $83,000 | -42.8% | 4,176 | 0.0% | 0.02% | -43.2% | |
TMO | THERMO FISHER SCIENTIFIC INC | $85,000 | +13.3% | 149 | 0.0% | 0.02% | +8.7% | |
JKHY | HENRY JACK & ASSOC INC | $82,000 | 0.0% | 500 | 0.0% | 0.02% | -4.0% | |
SCHK | SCHWAB STRATEGIC TR1000 index etf | $80,000 | 0.0% | 1,883 | 0.0% | 0.02% | 0.0% | |
SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $78,000 | -1.3% | 753 | 0.0% | 0.02% | -4.2% | |
CL | COLGATE PALMOLIVE CO | $77,000 | -7.2% | 1,020 | 0.0% | 0.02% | -8.0% | |
AWF | ALLIANCEBERNSTEIN GLOBAL HIG | $74,000 | -2.6% | 6,047 | 0.0% | 0.02% | -4.3% | |
NXST | NEXSTAR MEDIA GROUP INCcl a | $73,000 | +2.8% | 478 | 0.0% | 0.02% | 0.0% | |
ISRG | INTUITIVE SURGICAL INC | $71,000 | +9.2% | 71 | 0.0% | 0.02% | +5.0% | |
AMP | AMERIPRISE FINL INC | $69,000 | +6.2% | 261 | 0.0% | 0.02% | +5.0% | |
ATVI | ACTIVISION BLIZZARD INC | $71,000 | -18.4% | 912 | 0.0% | 0.02% | -19.2% | |
ICF | ISHARES TRcohen steer reit | $71,000 | +1.4% | 1,078 | 0.0% | 0.02% | 0.0% | |
DEO | DIAGEO PLCspon adr new | $71,000 | 0.0% | 369 | 0.0% | 0.02% | -4.5% | |
TFSL | TFS FINL CORP | $68,000 | -6.8% | 3,580 | 0.0% | 0.02% | -9.1% | |
FNF | FIDELITY NATIONAL FINANCIAL | $68,000 | +4.6% | 1,492 | 0.0% | 0.02% | 0.0% | |
APPS | DIGITAL TURBINE INC | $67,000 | -10.7% | 980 | 0.0% | 0.02% | -13.0% | |
PRFT | PERFICIENT INC | $64,000 | +42.2% | 557 | 0.0% | 0.02% | +35.7% | |
ADP | AUTOMATIC DATA PROCESSING IN | $61,000 | +1.7% | 304 | 0.0% | 0.02% | 0.0% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $62,000 | -3.1% | 338 | 0.0% | 0.02% | -5.3% | |
WFC | WELLS FARGO CO NEW | $56,000 | +1.8% | 1,213 | 0.0% | 0.02% | 0.0% | |
BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $57,000 | 0.0% | 995 | 0.0% | 0.02% | 0.0% | |
VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $58,000 | 0.0% | 938 | 0.0% | 0.02% | -5.6% | |
FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $53,000 | 0.0% | 977 | 0.0% | 0.02% | 0.0% | |
TMUS | T-MOBILE US INC | $54,000 | -12.9% | 425 | 0.0% | 0.02% | -15.8% | |
IAU | ISHARES GOLD TRishares new | $54,000 | -1.8% | 1,619 | 0.0% | 0.02% | -5.9% | |
HYG | ISHARES TRiboxx hi yd etf | $53,000 | 0.0% | 604 | 0.0% | 0.02% | 0.0% | |
PPL | PPL CORP | $54,000 | 0.0% | 1,945 | 0.0% | 0.02% | 0.0% | |
MET | METLIFE INC | $55,000 | +3.8% | 884 | 0.0% | 0.02% | 0.0% | |
KBE | SPDR SER TRs&p bk etf | $52,000 | +4.0% | 980 | 0.0% | 0.02% | 0.0% | |
RDSA | ROYAL DUTCH SHELL PLCspons adr a | $50,000 | +8.7% | 1,133 | 0.0% | 0.02% | +7.1% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $50,000 | +2.0% | 389 | 0.0% | 0.02% | 0.0% | |
VBK | VANGUARD INDEX FDSsml cp grw etf | $48,000 | -4.0% | 173 | 0.0% | 0.01% | -6.7% | |
TT | TRANE TECHNOLOGIES PLC | $47,000 | -7.8% | 275 | 0.0% | 0.01% | -6.7% | |
CLX | CLOROX CO DEL | $48,000 | -7.7% | 289 | 0.0% | 0.01% | -12.5% | |
TA | TRAVELCENTERS OF AMERICA INC | $46,000 | +70.4% | 919 | 0.0% | 0.01% | +75.0% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $43,000 | 0.0% | 280 | 0.0% | 0.01% | 0.0% | |
PVH | PVH CORPORATION | $43,000 | -4.4% | 414 | 0.0% | 0.01% | -7.1% | |
DBO | INVESCO DB MULTI-SECTOR COMMoil fd | $44,000 | +7.3% | 3,200 | 0.0% | 0.01% | +8.3% | |
JETS | ETF SER SOLUTIONSus glb jets | $43,000 | -2.3% | 1,800 | 0.0% | 0.01% | 0.0% | |
FISV | FISERV INC | $44,000 | +2.3% | 405 | 0.0% | 0.01% | 0.0% | |
KRE | SPDR SER TRs&p regl bkg | $45,000 | +2.3% | 671 | 0.0% | 0.01% | 0.0% | |
SHY | ISHARES TR1 3 yr treas bd | $42,000 | 0.0% | 491 | 0.0% | 0.01% | 0.0% | |
GOLD | BARRICK GOLD CORP | $39,000 | -13.3% | 2,174 | 0.0% | 0.01% | -14.3% | |
TRTN | TRITON INTL LTDcl a | $40,000 | 0.0% | 760 | 0.0% | 0.01% | 0.0% | |
PNW | PINNACLE WEST CAP CORP | $39,000 | -11.4% | 537 | 0.0% | 0.01% | -7.7% | |
DUK | DUKE ENERGY CORP NEW | $39,000 | 0.0% | 399 | 0.0% | 0.01% | 0.0% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $39,000 | 0.0% | 262 | 0.0% | 0.01% | 0.0% | |
MUSA | MURPHY USA INC | $37,000 | +27.6% | 220 | 0.0% | 0.01% | +22.2% | |
MRNA | MODERNA INC | $38,000 | +65.2% | 100 | 0.0% | 0.01% | +57.1% | |
RSG | REPUBLIC SVCS INC | $37,000 | +8.8% | 305 | 0.0% | 0.01% | +10.0% | |
A | AGILENT TECHNOLOGIES INC | $36,000 | +5.9% | 230 | 0.0% | 0.01% | +10.0% | |
GLW | CORNING INC | $38,000 | -9.5% | 1,034 | 0.0% | 0.01% | -15.4% | |
LLY | LILLY ELI & CO | $37,000 | +2.8% | 159 | 0.0% | 0.01% | 0.0% | |
FBHS | FORTUNE BRANDS HOME & SEC IN | $36,000 | -10.0% | 400 | 0.0% | 0.01% | -8.3% | |
KR | KROGER CO | $37,000 | +5.7% | 920 | 0.0% | 0.01% | 0.0% | |
VMW | VMWARE INC | $35,000 | -5.4% | 233 | 0.0% | 0.01% | -9.1% | |
APPN | APPIAN CORPcl a | $35,000 | -31.4% | 373 | 0.0% | 0.01% | -33.3% | |
STBA | S & T BANCORP INC | $35,000 | -5.4% | 1,182 | 0.0% | 0.01% | -9.1% | |
WNS | WNS HLDGS LTDspon adr | $35,000 | +2.9% | 431 | 0.0% | 0.01% | 0.0% | |
JWN | NORDSTROM INC | $32,000 | -27.3% | 1,212 | 0.0% | 0.01% | -23.1% | |
IMCV | ISHARES TRmrgstr md cp val | $34,000 | -2.9% | 540 | 0.0% | 0.01% | -9.1% | |
TRV | TRAVELERS COMPANIES INC | $32,000 | +3.2% | 209 | 0.0% | 0.01% | +11.1% | |
QS | QUANTUMSCAPE CORP | $34,000 | -15.0% | 1,371 | 0.0% | 0.01% | -16.7% | |
CATH | GLOBAL X FDSs&p 500 catholic | $35,000 | +2.9% | 643 | 0.0% | 0.01% | 0.0% | |
CSGP | COSTAR GROUP INC | $33,000 | +6.5% | 380 | 0.0% | 0.01% | +11.1% | |
PM | PHILIP MORRIS INTL INC | $32,000 | -3.0% | 335 | 0.0% | 0.01% | 0.0% | |
CBOE | CBOE GLOBAL MKTS INC | $33,000 | +3.1% | 268 | 0.0% | 0.01% | 0.0% | |
BLNK | BLINK CHARGING CO | $29,000 | -29.3% | 1,000 | 0.0% | 0.01% | -25.0% | |
EL | LAUDER ESTEE COS INCcl a | $31,000 | -3.1% | 102 | 0.0% | 0.01% | -10.0% | |
MEDP | MEDPACE HLDGS INC | $30,000 | +7.1% | 161 | 0.0% | 0.01% | 0.0% | |
IJH | ISHARES TRcore s&p mcp etf | $31,000 | 0.0% | 117 | 0.0% | 0.01% | 0.0% | |
PWC | INVESCO EXCHANGE TRADED FD Tdynmc mkt etf | $29,000 | -3.3% | 246 | 0.0% | 0.01% | 0.0% | |
GD | GENERAL DYNAMICS CORP | $29,000 | +3.6% | 150 | 0.0% | 0.01% | 0.0% | |
WDAY | WORKDAY INCcl a | $31,000 | +3.3% | 125 | 0.0% | 0.01% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE | $29,000 | +3.6% | 813 | 0.0% | 0.01% | 0.0% | |
FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $31,000 | -3.1% | 585 | 0.0% | 0.01% | -10.0% | |
J | JACOBS ENGR GROUP INC | $29,000 | 0.0% | 217 | 0.0% | 0.01% | 0.0% | |
TIP | ISHARES TRtips bd etf | $27,000 | 0.0% | 208 | 0.0% | 0.01% | 0.0% | |
VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $26,000 | -3.7% | 183 | 0.0% | 0.01% | 0.0% | |
FCX | FREEPORT-MCMORAN INCcl b | $28,000 | -9.7% | 846 | 0.0% | 0.01% | -11.1% | |
PATK | PATRICK INDS INC | $27,000 | +17.4% | 319 | 0.0% | 0.01% | +14.3% | |
GNTX | GENTEX CORP | $27,000 | 0.0% | 813 | 0.0% | 0.01% | 0.0% | |
GS | GOLDMAN SACHS GROUP INC | $27,000 | 0.0% | 71 | 0.0% | 0.01% | 0.0% | |
HPQ | HP INC | $26,000 | -10.3% | 962 | 0.0% | 0.01% | -11.1% | |
FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $27,000 | 0.0% | 820 | 0.0% | 0.01% | 0.0% | |
CCOI | COGENT COMMUNICATIONS HLDGS | $28,000 | -6.7% | 393 | 0.0% | 0.01% | -11.1% | |
HRL | HORMEL FOODS CORP | $27,000 | -12.9% | 651 | 0.0% | 0.01% | -11.1% | |
IBP | INSTALLED BLDG PRODS INC | $26,000 | -10.3% | 240 | 0.0% | 0.01% | -11.1% | |
SIX | SIX FLAGS ENTMT CORP NEW | $26,000 | -3.7% | 617 | 0.0% | 0.01% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC | $28,000 | -15.2% | 170 | 0.0% | 0.01% | -20.0% | |
IWO | ISHARES TRrus 2000 grw etf | $28,000 | -6.7% | 95 | 0.0% | 0.01% | -11.1% | |
TFC | TRUIST FINL CORP | $28,000 | +3.7% | 480 | 0.0% | 0.01% | 0.0% | |
APD | AIR PRODS & CHEMS INC | $28,000 | -12.5% | 111 | 0.0% | 0.01% | -20.0% | |
LTHM | LIVENT CORP | $26,000 | +18.2% | 1,118 | 0.0% | 0.01% | +14.3% | |
IGSB | ISHARES TR | $27,000 | 0.0% | 486 | 0.0% | 0.01% | 0.0% | |
VFMF | VANGUARD WELLINGTON FDus multifactor | $26,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% | |
DISCK | DISCOVERY INC | $27,000 | -18.2% | 1,128 | 0.0% | 0.01% | -20.0% | |
ENPH | ENPHASE ENERGY INC | $22,000 | -21.4% | 150 | 0.0% | 0.01% | -22.2% | |
WMB | WILLIAMS COS INC | $22,000 | -4.3% | 854 | 0.0% | 0.01% | 0.0% | |
D | DOMINION ENERGY INC | $24,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% | |
G | GENPACT LIMITED | $24,000 | +4.3% | 498 | 0.0% | 0.01% | 0.0% | |
DE | DEERE & CO | $24,000 | -7.7% | 73 | 0.0% | 0.01% | -12.5% | |
INFO | IHS MARKIT LTD | $24,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $25,000 | -34.2% | 167 | 0.0% | 0.01% | -41.7% | |
VSAT | VIASAT INC | $22,000 | +10.0% | 400 | 0.0% | 0.01% | +16.7% | |
CFG | CITIZENS FINL GROUP INC | $24,000 | 0.0% | 519 | 0.0% | 0.01% | 0.0% | |
SDY | SPDR SER TRs&p divid etf | $25,000 | -3.8% | 216 | 0.0% | 0.01% | -12.5% | |
HON | HONEYWELL INTL INC | $22,000 | -4.3% | 103 | 0.0% | 0.01% | 0.0% | |
PEGA | PEGASYSTEMS INC | $22,000 | -8.3% | 175 | 0.0% | 0.01% | 0.0% | |
FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $23,000 | 0.0% | 354 | 0.0% | 0.01% | 0.0% | |
KEY | KEYCORP | $24,000 | +4.3% | 1,127 | 0.0% | 0.01% | 0.0% | |
VHT | VANGUARD WORLD FDShealth car etf | $25,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% | |
BLK | BLACKROCK INC | $23,000 | -4.2% | 28 | 0.0% | 0.01% | 0.0% | |
EPP | ISHARES INCmsci pac jp etf | $23,000 | -8.0% | 480 | 0.0% | 0.01% | -12.5% | |
UPWK | UPWORK INC | $25,000 | -21.9% | 545 | 0.0% | 0.01% | -30.0% | |
MUR | MURPHY OIL CORP | $22,000 | +10.0% | 880 | 0.0% | 0.01% | +16.7% | |
BLKB | BLACKBAUD INC | $24,000 | -11.1% | 347 | 0.0% | 0.01% | -12.5% | |
AMAT | APPLIED MATLS INC | $25,000 | -10.7% | 198 | 0.0% | 0.01% | -22.2% | |
BDX | BECTON DICKINSON & CO | $19,000 | 0.0% | 78 | 0.0% | 0.01% | 0.0% | |
VTRS | VIATRIS INC | $19,000 | -5.0% | 1,382 | 0.0% | 0.01% | 0.0% | |
EDIT | EDITAS MEDICINE INC | $19,000 | -26.9% | 460 | 0.0% | 0.01% | -25.0% | |
VNT | VONTIER CORPORATION | $19,000 | +5.6% | 560 | 0.0% | 0.01% | +20.0% | |
EXLS | EXLSERVICE HOLDINGS INC | $20,000 | +17.6% | 164 | 0.0% | 0.01% | +20.0% | |
VOT | VANGUARD INDEX FDSmcap gr idxvip | $21,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% | |
VEC | VECTRUS INC | $20,000 | +5.3% | 389 | 0.0% | 0.01% | 0.0% | |
FRTA | FORTERRA INC | $19,000 | 0.0% | 808 | 0.0% | 0.01% | 0.0% | |
VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $21,000 | 0.0% | 220 | 0.0% | 0.01% | 0.0% | |
AGG | ISHARES TRcore us aggbd et | $21,000 | 0.0% | 180 | 0.0% | 0.01% | 0.0% | |
CBRE | CBRE GROUP INCcl a | $19,000 | +11.8% | 200 | 0.0% | 0.01% | +20.0% | |
IYY | ISHARES TRdow jones us etf | $20,000 | -4.8% | 190 | 0.0% | 0.01% | 0.0% | |
ASML | ASML HOLDING N V | $21,000 | +10.5% | 28 | 0.0% | 0.01% | 0.0% | |
MXI | ISHARES TRglobal mater etf | $19,000 | -5.0% | 225 | 0.0% | 0.01% | 0.0% | |
USMV | ISHARES TRmsci usa min vol | $20,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% | |
EWJ | ISHARES INCmsci jpn etf new | $21,000 | +5.0% | 295 | 0.0% | 0.01% | 0.0% | |
BL | BLACKLINE INC | $19,000 | +5.6% | 159 | 0.0% | 0.01% | +20.0% | |
BHC | BAUSCH HEALTH COS INC | $19,000 | -5.0% | 668 | 0.0% | 0.01% | 0.0% | |
ANAT | AMERICAN NATIONAL GROUP INC | $21,000 | +31.2% | 111 | 0.0% | 0.01% | +20.0% | |
AZO | AUTOZONE INC | $20,000 | +11.1% | 12 | 0.0% | 0.01% | +20.0% | |
TSCO | TRACTOR SUPPLY CO | $20,000 | +11.1% | 97 | 0.0% | 0.01% | +20.0% | |
TSBK | TIMBERLAND BANCORP INC | $19,000 | +5.6% | 650 | 0.0% | 0.01% | +20.0% | |
OLN | OLIN CORP | $19,000 | +5.6% | 396 | 0.0% | 0.01% | +20.0% | |
SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $21,000 | -4.5% | 275 | 0.0% | 0.01% | -14.3% | |
SHM | SPDR SER TRnuveen blmbrg sr | $21,000 | 0.0% | 427 | 0.0% | 0.01% | 0.0% | |
DG | DOLLAR GEN CORP NEW | $18,000 | 0.0% | 85 | 0.0% | 0.01% | 0.0% | |
ITOT | ISHARES TRcore s&p ttl stk | $18,000 | -5.3% | 188 | 0.0% | 0.01% | -16.7% | |
SNV | SYNOVUS FINL CORP | $17,000 | 0.0% | 385 | 0.0% | 0.01% | 0.0% | |
UMC | UNITED MICROELECTRONICS CORPspon adr new | $18,000 | +20.0% | 1,535 | 0.0% | 0.01% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP | $16,000 | 0.0% | 373 | 0.0% | 0.01% | 0.0% | |
SYF | SYNCHRONY FINANCIAL | $18,000 | 0.0% | 377 | 0.0% | 0.01% | 0.0% | |
RDSB | ROYAL DUTCH SHELL PLCspon adr b | $16,000 | +14.3% | 355 | 0.0% | 0.01% | +25.0% | |
IQV | IQVIA HLDGS INC | $16,000 | 0.0% | 65 | 0.0% | 0.01% | 0.0% | |
SAP | SAP SEspon adr | $16,000 | 0.0% | 115 | 0.0% | 0.01% | 0.0% | |
PSA | PUBLIC STORAGE | $17,000 | 0.0% | 57 | 0.0% | 0.01% | 0.0% | |
AGZ | ISHARES TRagency bond etf | $16,000 | 0.0% | 131 | 0.0% | 0.01% | 0.0% | |
USNA | USANA HEALTH SCIENCES INC | $18,000 | -10.0% | 198 | 0.0% | 0.01% | -16.7% | |
NXPI | NXP SEMICONDUCTORS N V | $18,000 | -5.3% | 90 | 0.0% | 0.01% | -16.7% | |
BIIB | BIOGEN INC | $16,000 | -15.8% | 56 | 0.0% | 0.01% | -16.7% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $17,000 | -5.6% | 178 | 0.0% | 0.01% | 0.0% | |
JAZZ | JAZZ PHARMACEUTICALS PLC | $16,000 | -27.3% | 125 | 0.0% | 0.01% | -28.6% | |
BLDP | BALLARD PWR SYS INC NEW | $16,000 | -23.8% | 1,141 | 0.0% | 0.01% | -16.7% | |
STE | STERIS PLC | $17,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% | |
ABNB | AIRBNB INC | $16,000 | +14.3% | 94 | 0.0% | 0.01% | +25.0% | |
EBAY | EBAY INC. | $16,000 | 0.0% | 227 | 0.0% | 0.01% | 0.0% | |
HFC | HOLLYFRONTIER CORP | $18,000 | 0.0% | 539 | 0.0% | 0.01% | 0.0% | |
BCPC | BALCHEM CORP | $16,000 | +14.3% | 109 | 0.0% | 0.01% | +25.0% | |
NSC | NORFOLK SOUTHN CORP | $17,000 | -10.5% | 71 | 0.0% | 0.01% | -16.7% | |
PXD | PIONEER NAT RES CO | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% | |
ENB | ENBRIDGE INC | $18,000 | 0.0% | 461 | 0.0% | 0.01% | 0.0% | |
BV | BRIGHTVIEW HLDGS INC | $17,000 | -5.6% | 1,135 | 0.0% | 0.01% | 0.0% | |
BMO | BANK MONTREAL QUE | $16,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% | |
KNSL | KINSALE CAP GROUP INC | $16,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
BKIE | BNY MELLON ETF TRUSTinternationl eqt | $13,000 | -7.1% | 184 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA BEAUTY INC | $14,000 | +7.7% | 38 | 0.0% | 0.00% | 0.0% | |
SPGI | S&P GLOBAL INC | $14,000 | +7.7% | 32 | 0.0% | 0.00% | 0.0% | |
MRO | MARATHON OIL CORP | $14,000 | 0.0% | 1,037 | 0.0% | 0.00% | 0.0% | |
MPC | MARATHON PETE CORP | $15,000 | 0.0% | 244 | 0.0% | 0.00% | -20.0% | |
VAC | MARRIOTT VACATIONS WORLDWIDE | $14,000 | -6.7% | 92 | 0.0% | 0.00% | -20.0% | |
MRVL | MARVELL TECHNOLOGY INC | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
IJS | ISHARES TRsp smcp600vl etf | $14,000 | -6.7% | 140 | 0.0% | 0.00% | -20.0% | |
AON | AON PLC | $12,000 | +20.0% | 42 | 0.0% | 0.00% | +33.3% | |
IDU | ISHARES TRu.s. utilits etf | $13,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
LQD | ISHARES TRiboxx inv cp etf | $15,000 | 0.0% | 113 | 0.0% | 0.00% | -20.0% | |
ARCC | ARES CAPITAL CORP | $13,000 | 0.0% | 657 | 0.0% | 0.00% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $12,000 | -7.7% | 81 | 0.0% | 0.00% | 0.0% | |
NIO | NIO INCspon ads | $12,000 | -33.3% | 331 | 0.0% | 0.00% | -20.0% | |
PBE | INVESCO EXCHANGE TRADED FD Tdynmc biotech | $15,000 | -6.2% | 205 | 0.0% | 0.00% | -20.0% | |
CARA | CARA THERAPEUTICS INC | $15,000 | +7.1% | 950 | 0.0% | 0.00% | 0.0% | |
CRL | CHARLES RIV LABS INTL INC | $12,000 | +20.0% | 28 | 0.0% | 0.00% | +33.3% | |
IR | INGERSOLL RAND INC | $12,000 | 0.0% | 242 | 0.0% | 0.00% | 0.0% | |
HUN | HUNTSMAN CORP | $13,000 | +8.3% | 449 | 0.0% | 0.00% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE C | $14,000 | -6.7% | 1,004 | 0.0% | 0.00% | -20.0% | |
XCEM | COLUMBIA ETF TR IIem core ex etf | $15,000 | 0.0% | 452 | 0.0% | 0.00% | -20.0% | |
WELL | WELLTOWER INC | $15,000 | 0.0% | 184 | 0.0% | 0.00% | -20.0% | |
SONY | SONY GROUP CORPORATIONsponsored adr | $12,000 | +20.0% | 105 | 0.0% | 0.00% | +33.3% | |
ORLY | OREILLY AUTOMOTIVE INC | $15,000 | +7.1% | 25 | 0.0% | 0.00% | 0.0% | |
OXY | OCCIDENTAL PETE CORP | $12,000 | -7.7% | 400 | 0.0% | 0.00% | 0.0% | |
SCHW | SCHWAB CHARLES CORP | $15,000 | 0.0% | 203 | 0.0% | 0.00% | -20.0% | |
PNC | PNC FINL SVCS GROUP INC | $14,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
COMM | COMMSCOPE HLDG CO INC | $15,000 | -34.8% | 1,100 | 0.0% | 0.00% | -42.9% | |
SNY | SANOFIsponsored adr | $13,000 | -7.1% | 270 | 0.0% | 0.00% | 0.0% | |
VGT | VANGUARD WORLD FDSinf tech etf | $14,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
VTR | VENTAS INC | $13,000 | 0.0% | 231 | 0.0% | 0.00% | 0.0% | |
VOE | VANGUARD INDEX FDSmcap vl idxvip | $12,000 | 0.0% | 88 | 0.0% | 0.00% | 0.0% | |
CRWD | CROWDSTRIKE HLDGS INCcl a | $12,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
ALG | ALAMO GROUP INC | $15,000 | -6.2% | 106 | 0.0% | 0.00% | -20.0% | |
FITB | FIFTH THIRD BANCORP | $13,000 | +18.2% | 298 | 0.0% | 0.00% | +33.3% | |
AKAM | AKAMAI TECHNOLOGIES INC | $12,000 | -14.3% | 118 | 0.0% | 0.00% | 0.0% | |
CCI | CROWN CASTLE INTL CORP NEW | $12,000 | -14.3% | 71 | 0.0% | 0.00% | 0.0% | |
CMI | CUMMINS INC | $15,000 | -6.2% | 65 | 0.0% | 0.00% | -20.0% | |
DY | DYCOM INDS INC | $14,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
PLUG | PLUG POWER INC | $15,000 | -25.0% | 597 | 0.0% | 0.00% | -33.3% | |
SWK | STANLEY BLACK & DECKER INC | $14,000 | -12.5% | 78 | 0.0% | 0.00% | -20.0% | |
EFX | EQUIFAX INC | $13,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
LAMR | LAMAR ADVERTISING CO NEWcl a | $15,000 | +7.1% | 135 | 0.0% | 0.00% | 0.0% | |
LRCX | LAM RESEARCH CORP | $15,000 | -16.7% | 27 | 0.0% | 0.00% | -20.0% | |
LH | LABORATORY CORP AMER HLDGS | $14,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
VLY | VALLEY NATL BANCORP | $15,000 | 0.0% | 1,118 | 0.0% | 0.00% | -20.0% | |
MGK | VANGUARD WORLD FDmega grwth ind | $13,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
FE | FIRSTENERGY CORP | $11,000 | -8.3% | 314 | 0.0% | 0.00% | -25.0% | |
SLYG | SPDR SER TRs&p 600 smcp grw | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
GRMN | GARMIN LTD | $9,000 | +12.5% | 55 | 0.0% | 0.00% | +50.0% | |
EQIX | EQUINIX INC | $9,000 | -10.0% | 12 | 0.0% | 0.00% | 0.0% | |
SBAC | SBA COMMUNICATIONS CORP NEWcl a | $10,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
DXCM | DEXCOM INC | $11,000 | +22.2% | 20 | 0.0% | 0.00% | 0.0% | |
FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $9,000 | 0.0% | 223 | 0.0% | 0.00% | 0.0% | |
EWA | ISHARES INCmsci aust etf | $10,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
XLE | SELECT SECTOR SPDR TRenergy | $10,000 | -9.1% | 200 | 0.0% | 0.00% | 0.0% | |
NOK | NOKIA CORPsponsored adr | $9,000 | 0.0% | 1,680 | 0.0% | 0.00% | 0.0% | |
VOD | VODAFONE GROUP PLC NEWsponsored adr | $10,000 | -9.1% | 654 | 0.0% | 0.00% | 0.0% | |
MANT | MANTECH INTERNATIONAL CORPcl a | $11,000 | -8.3% | 140 | 0.0% | 0.00% | -25.0% | |
VIVO | MERIDIAN BIOSCIENCE INC | $11,000 | -15.4% | 570 | 0.0% | 0.00% | -25.0% | |
MOAT | VANECK ETF TRUSTmrngstr wde moat | $9,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
SCHA | SCHWAB STRATEGIC TRus sml cap etf | $9,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% | |
MGC | VANGUARD WORLD FDmega cap index | $10,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
LMND | LEMONADE INC | $11,000 | -38.9% | 164 | 0.0% | 0.00% | -40.0% | |
RGEN | REPLIGEN CORP | $10,000 | +42.9% | 35 | 0.0% | 0.00% | +50.0% | |
WEN | WENDYS CO | $10,000 | -9.1% | 476 | 0.0% | 0.00% | 0.0% | |
HTD | HANCOCK JOHN TAX-ADVANTAGED | $11,000 | -8.3% | 500 | 0.0% | 0.00% | -25.0% | |
SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $9,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
AAP | ADVANCE AUTO PARTS INC | $10,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% | |
LAC | LITHIUM AMERS CORP NEW | $10,000 | +42.9% | 455 | 0.0% | 0.00% | +50.0% | |
PCH | POTLATCHDELTIC CORPORATION | $10,000 | 0.0% | 192 | 0.0% | 0.00% | 0.0% | |
TROW | PRICE T ROWE GROUP INC | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
INTU | INTUIT | $11,000 | +10.0% | 21 | 0.0% | 0.00% | 0.0% | |
NGG | NATIONAL GRID PLCsponsored adr ne | $11,000 | -8.3% | 182 | 0.0% | 0.00% | -25.0% | |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $11,000 | 0.0% | 131 | 0.0% | 0.00% | 0.0% | |
FSK | FS KKR CAP CORP | $11,000 | 0.0% | 495 | 0.0% | 0.00% | 0.0% | |
RF | REGIONS FINANCIAL CORP NEW | $11,000 | +10.0% | 506 | 0.0% | 0.00% | 0.0% | |
VMC | VULCAN MATLS CO | $10,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
CMP | COMPASS MINERALS INTL INC | $9,000 | +12.5% | 132 | 0.0% | 0.00% | +50.0% | |
IEFA | ISHARES TRcore msci eafe | $11,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% | |
IDV | ISHARES TRintl sel div etf | $11,000 | -8.3% | 375 | 0.0% | 0.00% | -25.0% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $10,000 | 0.0% | 153 | 0.0% | 0.00% | 0.0% | |
EOG | EOG RES INC | $11,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
XBIT | XBIOTECH INC | $10,000 | -16.7% | 753 | 0.0% | 0.00% | -25.0% | |
RCL | ROYAL CARIBBEAN GROUP | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CI | CIGNA CORP NEW | $6,000 | -14.3% | 28 | 0.0% | 0.00% | 0.0% | |
AES | AES CORP | $6,000 | -14.3% | 271 | 0.0% | 0.00% | 0.0% | |
IZRL | ARK ETF TRisrael inovate | $6,000 | -14.3% | 207 | 0.0% | 0.00% | 0.0% | |
ANTM | ANTHEM INC | $7,000 | -12.5% | 20 | 0.0% | 0.00% | 0.0% | |
BCE | BCE INC | $8,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
BBVA | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $8,000 | 0.0% | 1,282 | 0.0% | 0.00% | 0.0% | |
BANR | BANNER CORP | $7,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% | |
BYND | BEYOND MEAT INC | $8,000 | -33.3% | 75 | 0.0% | 0.00% | -50.0% | |
CARR | CARRIER GLOBAL CORPORATION | $7,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% | |
KSM | DWS STRATEGIC MUN INCOME TR | $6,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
DDOG | DATADOG INC | $8,000 | +33.3% | 60 | 0.0% | 0.00% | 0.0% | |
DOCU | DOCUSIGN INC | $6,000 | -14.3% | 25 | 0.0% | 0.00% | 0.0% | |
ITEQ | ETF MANAGERS TRbluestar israel | $6,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $6,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
FFNW | FIRST FINANCIAL NORTHWEST IN | $8,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
FDL | FIRST TR MORNINGSTAR DIVID L | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
FWRD | FORWARD AIR CORP | $6,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
GDV | GABELLI DIVID & INCOME TR | $6,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% | |
GPC | GENUINE PARTS CO | $8,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
GDOT | GREEN DOT CORPcl a | $6,000 | +20.0% | 110 | 0.0% | 0.00% | 0.0% | |
HOG | HARLEY DAVIDSON INC | $7,000 | -22.2% | 192 | 0.0% | 0.00% | -33.3% | |
HSY | HERSHEY CO | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
IEC | IEC ELECTRS CORP NEW | $8,000 | +60.0% | 500 | 0.0% | 0.00% | 0.0% | |
SPHQ | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $8,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% | |
DBB | INVESCO DB MULTI-SECTOR COMMbase metals fd | $6,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
EWZ | ISHARES INCmsci brazil etf | $7,000 | -22.2% | 211 | 0.0% | 0.00% | -33.3% | |
IWR | ISHARES TRrus mid cap etf | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
EMB | ISHARES TRjpmorgan usd emg | $8,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
IEMG | ISHARES INCcore msci emkt | $6,000 | -14.3% | 104 | 0.0% | 0.00% | 0.0% | |
JBL | JABIL INC | $7,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
KLIC | KULICKE & SOFFA INDS INC | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
LVS | LAS VEGAS SANDS CORP | $8,000 | -27.3% | 207 | 0.0% | 0.00% | -33.3% | |
MGM | MGM RESORTS INTERNATIONAL | $6,000 | 0.0% | 147 | 0.0% | 0.00% | 0.0% | |
MPLX | MPLX LP | $7,000 | -12.5% | 255 | 0.0% | 0.00% | 0.0% | |
MTCH | MATCH GROUP INC NEW | $6,000 | -14.3% | 41 | 0.0% | 0.00% | 0.0% | |
NUE | NUCOR CORP | $8,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
OMC | OMNICOM GROUP INC | $6,000 | -14.3% | 86 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP | $6,000 | +20.0% | 131 | 0.0% | 0.00% | 0.0% | |
PINS | PINTEREST INCcl a | $6,000 | -33.3% | 115 | 0.0% | 0.00% | -33.3% | |
RWR | SPDR SER TRdj reit etf | $8,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
JNK | SPDR SER TRbloomberg brclys | $7,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
SIVB | SVB FINANCIAL GROUP | $8,000 | +14.3% | 12 | 0.0% | 0.00% | 0.0% | |
SCHV | SCHWAB STRATEGIC TRus lcap va etf | $8,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% | |
SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $7,000 | 0.0% | 1,032 | 0.0% | 0.00% | 0.0% | |
BLD | TOPBUILD CORP | $6,000 | +20.0% | 27 | 0.0% | 0.00% | 0.0% | |
UBER | UBER TECHNOLOGIES INC | $7,000 | -12.5% | 164 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $7,000 | -22.2% | 105 | 0.0% | 0.00% | -33.3% | |
VNM | VANECK ETF TRUSTvaneck vietnam | $6,000 | 0.0% | 307 | 0.0% | 0.00% | 0.0% | |
VFMV | VANGUARD WELLINGTON FDus minimum | $6,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
VCR | VANGUARD WORLD FDSconsum dis etf | $6,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
VDE | VANGUARD WORLD FDSenergy etf | $8,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% | |
VFH | VANGUARD WORLD FDSfinancials etf | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
VPU | VANGUARD WORLD FDSutilities etf | $8,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% | |
ZION | ZIONS BANCORPORATION N A | $8,000 | +14.3% | 125 | 0.0% | 0.00% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $7,000 | -30.0% | 25 | 0.0% | 0.00% | -33.3% | |
BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC | $7,000 | +16.7% | 92 | 0.0% | 0.00% | 0.0% | |
ST | SENSATA TECHNOLOGIES HLDG PL | $6,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
AER | AERCAP HOLDINGS NV | $8,000 | +14.3% | 137 | 0.0% | 0.00% | 0.0% | |
MILE | METROMILE INC | $2,000 | -60.0% | 525 | 0.0% | 0.00% | -50.0% | |
FIVG | ETF SER SOLUTIONSdefiance next | $5,000 | 0.0% | 125 | 0.0% | 0.00% | -50.0% | |
LOCO | EL POLLO LOCO HLDGS INC | $2,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% | |
MAT | MATTEL INC | $5,000 | 0.0% | 259 | 0.0% | 0.00% | -50.0% | |
DLR | DIGITAL RLTY TR INC | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
DM | DESKTOP METAL INC | $3,000 | -25.0% | 355 | 0.0% | 0.00% | 0.0% | |
DELL | DELL TECHNOLOGIES INCcl c | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
PTON | PELOTON INTERACTIVE INC | $4,000 | -33.3% | 50 | 0.0% | 0.00% | -50.0% | |
VOYA | VOYA FINANCIAL INC | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
UGI | UGI CORP NEW | $4,000 | -20.0% | 100 | 0.0% | 0.00% | -50.0% | |
WEC | WEC ENERGY GROUP INC | $5,000 | 0.0% | 61 | 0.0% | 0.00% | -50.0% | |
MAS | MASCO CORP | $4,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
CRON | CRONOS GROUP INC | $2,000 | -33.3% | 375 | 0.0% | 0.00% | 0.0% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MDGL | MADRIGAL PHARMACEUTICALS INC | $4,000 | -20.0% | 52 | 0.0% | 0.00% | -50.0% | |
CMA | COMERICA INC | $3,000 | +50.0% | 34 | 0.0% | 0.00% | 0.0% | |
WERN | WERNER ENTERPRISES INC | $2,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
MP | MP MATERIALS CORP | $4,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
QGEN | QIAGEN NV | $4,000 | +33.3% | 70 | 0.0% | 0.00% | 0.0% | |
WU | WESTERN UN CO | $4,000 | 0.0% | 194 | 0.0% | 0.00% | 0.0% | |
DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
SQ | SQUARE INCcl a | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
PBF | PBF ENERGY INCcl a | $2,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% | |
CCL | CARNIVAL CORPunit 99/99/9999 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
CGC | CANOPY GROWTH CORP | $3,000 | -50.0% | 240 | 0.0% | 0.00% | -50.0% | |
CSIQ | CANADIAN SOLAR INC | $5,000 | -28.6% | 150 | 0.0% | 0.00% | -50.0% | |
WKHS | WORKHORSE GROUP INC | $2,000 | -50.0% | 250 | 0.0% | 0.00% | 0.0% | |
UAA | UNDER ARMOUR INCcl a | $3,000 | -25.0% | 168 | 0.0% | 0.00% | 0.0% | |
COG | CABOT OIL & GAS CORP | $4,000 | +33.3% | 199 | 0.0% | 0.00% | 0.0% | |
YUM | YUM BRANDS INC | $2,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
UA | UNDER ARMOUR INCcl c | $4,000 | 0.0% | 222 | 0.0% | 0.00% | 0.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $4,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
CTS | CTS CORP | $3,000 | -25.0% | 113 | 0.0% | 0.00% | 0.0% | |
ARLP | ALLIANCE RESOURCE PARTNERS Lut ltd part | $2,000 | +100.0% | 170 | 0.0% | 0.00% | – | |
OTIS | OTIS WORLDWIDE CORP | $4,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
ESTC | ELASTIC N V | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED AIRLS HLDGS INC | $3,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $3,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% | |
LUMN | LUMEN TECHNOLOGIES INC | $2,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
AMRN | AMARIN CORP PLCspons adr new | $2,000 | +100.0% | 330 | 0.0% | 0.00% | – | |
BXP | BOSTON PROPERTIES INC | $3,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
BKNG | BOOKING HOLDINGS INC | $5,000 | +25.0% | 2 | 0.0% | 0.00% | 0.0% | |
HRB | BLOCK H & R INC | $2,000 | +100.0% | 60 | 0.0% | 0.00% | – | |
BBBY | BED BATH & BEYOND INC | $3,000 | -40.0% | 163 | 0.0% | 0.00% | -50.0% | |
BCS | BARCLAYS PLCadr | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
BGS | B & G FOODS INC NEW | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
AXON | AXON ENTERPRISE INC | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
L | LOEWS CORP | $3,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
NVT | NVENT ELECTRIC PLC | $4,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
FVRR | FIVERR INTL LTD | $3,000 | -25.0% | 16 | 0.0% | 0.00% | 0.0% | |
AWK | AMERICAN WTR WKS CO INC NEW | $5,000 | 0.0% | 30 | 0.0% | 0.00% | -50.0% | |
APA | APA CORPORATION | $3,000 | 0.0% | 148 | 0.0% | 0.00% | 0.0% | |
SNOW | SNOWFLAKE INCcl a | $4,000 | +33.3% | 12 | 0.0% | 0.00% | 0.0% | |
BLOK | AMPLIFY ETF TRblockchain ldr | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
CRSP | CRISPR THERAPEUTICS AGnamen akt | $3,000 | -40.0% | 31 | 0.0% | 0.00% | -50.0% | |
SHAK | SHAKE SHACK INCcl a | $3,000 | -25.0% | 35 | 0.0% | 0.00% | 0.0% | |
PFG | PRINCIPAL FINANCIAL GROUP IN | $5,000 | +25.0% | 71 | 0.0% | 0.00% | 0.0% | |
VLO | VALERO ENERGY CORP | $4,000 | -20.0% | 59 | 0.0% | 0.00% | -50.0% | |
PHG | KONINKLIJKE PHILIPS N V | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
KIRK | KIRKLANDS INC | $3,000 | -25.0% | 171 | 0.0% | 0.00% | 0.0% | |
SMTC | SEMTECH CORP | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
KLAC | KLA CORP | $5,000 | 0.0% | 16 | 0.0% | 0.00% | -50.0% | |
JD | JD.COM INCspon adr cl a | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
TDOC | TELADOC HEALTH INC | $2,000 | -33.3% | 19 | 0.0% | 0.00% | 0.0% | |
STWD | STARWOOD PPTY TR INC | $4,000 | -20.0% | 176 | 0.0% | 0.00% | -50.0% | |
OPEN | OPENDOOR TECHNOLOGIES INC | $3,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $5,000 | 0.0% | 60 | 0.0% | 0.00% | -50.0% | |
ESGD | ISHARES TResg aw msci eafe | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
SMM | SALIENT MIDSTREAM & MLP FDsh ben int | $2,000 | 0.0% | 290 | 0.0% | 0.00% | 0.0% | |
AOA | ISHARES TRaggres alloc etf | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
IWN | ISHARES TRrus 2000 val etf | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
THO | THOR INDS INC | $4,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
IRM | IRON MTN INC NEW | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,000 | -25.0% | 19 | 0.0% | 0.00% | 0.0% | |
XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
IAC | IAC INTERACTIVECORP NEW | $2,000 | -33.3% | 19 | 0.0% | 0.00% | 0.0% | |
JBHT | HUNT J B TRANS SVCS INC | $3,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
QRVO | QORVO INC | $5,000 | -16.7% | 30 | 0.0% | 0.00% | -50.0% | |
PUK | PRUDENTIAL PLCadr | $4,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
SEIC | SEI INVTS CO | $5,000 | -16.7% | 89 | 0.0% | 0.00% | -50.0% | |
SD | SANDRIDGE ENERGY INC | $2,000 | +100.0% | 179 | 0.0% | 0.00% | – | |
SCHH | SCHWAB STRATEGIC TRus reit etf | $3,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
NEO | NEOGENOMICS INC | $4,000 | +33.3% | 75 | 0.0% | 0.00% | 0.0% | |
NOV | NOV INC | $3,000 | -25.0% | 236 | 0.0% | 0.00% | 0.0% | |
HYS | PIMCO ETF TR0-5 high yield | $4,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
FLGT | FULGENT GENETICS INC | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
BEN | FRANKLIN RESOURCES INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
TNL | TRAVEL PLUS LEISURE CO | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
FSR | FISKER INC | $5,000 | -28.6% | 350 | 0.0% | 0.00% | -50.0% | |
LEGR | FIRST TR EXCHANGE-TRADED FDindxx inovtv etf | $3,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
FLN | FIRST TR EXCH TRD ALPHDX FDlatin amer alp | $2,000 | 0.0% | 111 | 0.0% | 0.00% | 0.0% | |
AG | FIRST MAJESTIC SILVER CORP | $2,000 | -33.3% | 200 | 0.0% | 0.00% | 0.0% | |
FHN | FIRST HORIZON CORPORATION | $4,000 | -20.0% | 268 | 0.0% | 0.00% | -50.0% | |
MU | MICRON TECHNOLOGY INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
FSLY | FASTLY INCcl a | $2,000 | -33.3% | 50 | 0.0% | 0.00% | 0.0% | |
FMC | FMC CORP | $5,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
ES | EVERSOURCE ENERGY | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
WTRG | ESSENTIAL UTILS INC | $3,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% | |
BOND | PIMCO ETF TRactive bd etf | $5,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% | |
NVST | ENVISTA HOLDINGS CORPORATION | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
VER | VEREIT INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
VRSN | VERISIGN INC | $5,000 | 0.0% | 24 | 0.0% | 0.00% | -50.0% | |
EHC | ENCOMPASS HEALTH CORP | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
VRSK | VERISK ANALYTICS INC | $4,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
REZI | RESIDEO TECHNOLOGIES INC | $0 | – | 14 | 0.0% | 0.00% | – | |
RMR | RMR GROUP INCcl a | $0 | – | 1 | 0.0% | 0.00% | – | |
CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
PLD | PROLOGIS INC. | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
PII | POLARIS INC | $0 | -100.0% | 4 | 0.0% | 0.00% | – | |
SU | SUNCOR ENERGY INC NEW | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
PPG | PPG INDS INC | $0 | -100.0% | 3 | 0.0% | 0.00% | – | |
PCG | PG&E CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
OSK | OSHKOSH CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
TGNA | TEGNA INC | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
TDC | TERADATA CORP DEL | $1,000 | – | 10 | 0.0% | 0.00% | – | |
OKE | ONEOK INC NEW | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – | |
DNOW | NOW INC | $0 | -100.0% | 59 | 0.0% | 0.00% | – | |
TKR | TIMKEN CO | $0 | – | 6 | 0.0% | 0.00% | – | |
NCR | NCR CORP NEW | $0 | – | 10 | 0.0% | 0.00% | – | |
MICRO FOCUS INTL PLCspon adr new | $0 | – | 7 | 0.0% | 0.00% | – | ||
MKC | MCCORMICK & CO INC | $0 | – | 2 | 0.0% | 0.00% | – | |
TSN | TYSON FOODS INCcl a | $0 | – | 6 | 0.0% | 0.00% | – | |
UDR | UDR INC | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
MDC | M D C HLDGS INC | $0 | – | 9 | 0.0% | 0.00% | – | |
UMPQ | UMPQUA HLDGS CORP | $0 | – | 23 | 0.0% | 0.00% | – | |
LYFT | LYFT INC | $0 | – | 5 | 0.0% | 0.00% | – | |
LITE | LUMENTUM HLDGS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | 190 | 0.0% | 0.00% | – | |
LEVI | LEVI STRAUSS & CO NEW | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
YY | JOYY INC | $1,000 | -50.0% | 25 | 0.0% | 0.00% | -100.0% | |
USHY | ISHARES TRbroad usd high | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
REET | ISHARES TRglobal reit etf | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
OEF | ISHARES TRs&p 100 etf | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
HWM | HOWMET AEROSPACE INC | $1,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
HL | HECLA MNG CO | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | -100.0% | 8 | 0.0% | 0.00% | – | |
GNW | GENWORTH FINL INC | $1,000 | 0.0% | 246 | 0.0% | 0.00% | – | |
GTX | GARRETT MOTION INC | $0 | – | 7 | 0.0% | 0.00% | – | |
GCI | GANNETT CO INC | $0 | – | 13 | 0.0% | 0.00% | – | |
FOXA | FOX CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
FRC | FIRST REP BK SAN FRANCISCO C | $0 | – | 2 | 0.0% | 0.00% | – | |
FRT | FEDERAL RLTY INVT TRsh ben int new | $0 | – | 4 | 0.0% | 0.00% | – | |
EQH | EQUITABLE HLDGS INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
EHTH | EHEALTH INC | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
EMN | EASTMAN CHEM CO | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $0 | – | 8 | 0.0% | 0.00% | – | |
VMEO | VIMEO INC | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
FANG | DIAMONDBACK ENERGY INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
DRI | DARDEN RESTAURANTS INC | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
HYLB | DBX ETF TRxtrack usd high | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
CXW | CORECIVIC INC | $0 | – | 44 | 0.0% | 0.00% | – | |
STZ | CONSTELLATION BRANDS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
MHF | WESTERN ASSET MUN HIGH INCOM | $0 | – | 4 | 0.0% | 0.00% | – | |
CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | 0.0% | 1 | 0.0% | 0.00% | – | |
CARS | CARS COM INC | $0 | – | 16 | 0.0% | 0.00% | – | |
WPM | WHEATON PRECIOUS METALS CORP | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
WW | WW INTL INC | $0 | -100.0% | 25 | 0.0% | 0.00% | – | |
YUMC | YUM CHINA HLDGS INC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
ZTS | ZOETIS INCcl a | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
ZY | ZYMERGEN INC | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
BHF | BRIGHTHOUSE FINL INC | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
BKLC | BNY MELLON ETF TRUSTus lrg cp core | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
ACB | AURORA CANNABIS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
ARNC | ARCONIC CORPORATION | $0 | – | 8 | 0.0% | 0.00% | – | |
FTI | TECHNIPFMC PLC | $1,000 | 0.0% | 91 | 0.0% | 0.00% | – | |
RIG | TRANSOCEAN LTD | $0 | – | 64 | 0.0% | 0.00% | – | |
SPOT | SPOTIFY TECHNOLOGY S A | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
AYX | ALTERYX INC | $1,000 | -50.0% | 20 | 0.0% | 0.00% | -100.0% | |
AA | ALCOA CORP | $1,000 | – | 11 | 0.0% | 0.00% | – | |
HMLP | HOEGH LNG PARTNERS LP | $0 | -100.0% | 84 | 0.0% | 0.00% | – | |
MAXN | MAXEON SOLAR TECHNOLOGIES LT | $1,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
AGEN | AGENUS INC | $0 | – | 16 | 0.0% | 0.00% | – | |
SAIC | SCIENCE APPLICATIONS INTL CO | $0 | – | 5 | 0.0% | 0.00% | – | |
SCHF | SCHWAB STRATEGIC TRintl eqty etf | $1,000 | 0.0% | 37 | 0.0% | 0.00% | – | |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | 0.0% | 22 | 0.0% | 0.00% | – | |
SFE | SAFEGUARD SCIENTIFICS INC | $0 | – | 33 | 0.0% | 0.00% | – | |
RWO | SPDR INDEX SHS FDSdj glb rl es etf | $0 | – | 1 | 0.0% | 0.00% | – | |
SIRI | SIRIUS XM HOLDINGS INC | $0 | – | 15 | 0.0% | 0.00% | – | |
RGT | ROYCE GLOBAL VALUE TR INC | $1,000 | 0.0% | 61 | 0.0% | 0.00% | – | |
SKLZ | SKILLZ INC | $1,000 | -66.7% | 138 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | 24 | Q3 2023 | 31.3% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF | 24 | Q3 2023 | 18.1% |
VANGUARD INDEX FDS VANGUARD MID-CAP ETF | 24 | Q3 2023 | 10.3% |
MICROSOFT CORP COM | 24 | Q3 2023 | 10.7% |
VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF | 24 | Q3 2023 | 5.3% |
APPLE INC COM | 24 | Q3 2023 | 2.3% |
SPDR S&P 500 ETF TR TR UNIT | 24 | Q3 2023 | 1.1% |
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 24 | Q3 2023 | 1.0% |
COSTCO WHSL CORP NEW | 24 | Q3 2023 | 2.3% |
ISHARES TR MSCI EAFE ETF | 24 | Q3 2023 | 1.1% |
View McIlrath & Eck, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-06 |
13F-HR | 2023-11-16 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-15 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-08 |
13F-HR | 2021-11-12 |
View McIlrath & Eck, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.