476 is the total number of securities Slow Capital, Inc. has owned. The longest Slow Capital, Inc. has owned a single stock is 24 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 24 | 24 | 2.87% | 3.80% | 4.59% | Q4 2017 | Q3 2023 | 24 |
AMZN | AMAZON COM INC | 24 | 24 | 2.34% | 3.26% | 4.52% | Q4 2017 | Q3 2023 | 24 |
CMF | ISHARES TR | 24 | 24 | 0.17% | 3.15% | 6.43% | Q4 2017 | Q3 2023 | 24 |
MUB | ISHARES TR | 24 | 24 | 1.13% | 2.79% | 5.26% | Q4 2017 | Q3 2023 | 24 |
TSLA | Tesla Motors Inc | 24 | 24 | 0.67% | 2.52% | 5.49% | Q4 2017 | Q3 2023 | 24 |
NVDA | NVIDIA CORPORATION | 24 | 24 | 0.73% | 2.42% | 5.85% | Q4 2017 | Q3 2023 | 24 |
NFLX | NETFLIX INC | 24 | 24 | 1.43% | 2.00% | 2.61% | Q4 2017 | Q3 2023 | 24 |
GOOGL | Alphabet Inc CL A | 24 | 24 | 0.92% | 1.69% | 2.48% | Q4 2017 | Q3 2023 | 24 |
COST | COSTCO WHSL CORP NEW | 24 | 24 | 1.40% | 1.63% | 1.93% | Q4 2017 | Q3 2023 | 24 |
ISRG | Intuitive Surgical New | 24 | 24 | 1.09% | 1.55% | 2.32% | Q4 2017 | Q3 2023 | 24 |
SUB | ISHARES TR | 24 | 24 | 0.34% | 1.37% | 4.41% | Q4 2017 | Q3 2023 | 24 |
MSFT | MICROSOFT CORP | 24 | 24 | 0.90% | 1.37% | 2.02% | Q4 2017 | Q3 2023 | 24 |
HON | HONEYWELL INTL INC | 24 | 24 | 1.08% | 1.35% | 1.69% | Q4 2017 | Q3 2023 | 24 |
ILMN | ILLUMINA INC | 24 | 24 | 0.89% | 1.26% | 1.66% | Q4 2017 | Q3 2023 | 24 |
IXN | ISHARES TR | 24 | 24 | 0.85% | 1.21% | 1.68% | Q4 2017 | Q3 2023 | 24 |
GOOG | Alphabet Inc CL C | 24 | 24 | 0.61% | 1.09% | 1.99% | Q4 2017 | Q3 2023 | 24 |
ROST | ROSS STORES INC | 24 | 24 | 0.65% | 1.01% | 1.53% | Q4 2017 | Q3 2023 | 24 |
FTNT | FORTINET INC | 24 | 24 | 0.57% | 1.01% | 1.43% | Q4 2017 | Q3 2023 | 24 |
BRKB | Berkshire Hathaway Inc... | 24 | 24 | 0.57% | 0.95% | 1.46% | Q4 2017 | Q3 2023 | 24 |
SHW | SHERWIN WILLIAMS CO | 24 | 24 | 0.43% | 0.93% | 1.45% | Q4 2017 | Q3 2023 | 24 |
AMGN | Amgen Incorporated | 24 | 24 | 0.45% | 0.89% | 2.38% | Q4 2017 | Q3 2023 | 24 |
NKE | Nike Inc Class B | 24 | 24 | 0.32% | 0.86% | 1.45% | Q4 2017 | Q3 2023 | 24 |
MELI | MERCADOLIBRE INC | 24 | 24 | 0.37% | 0.85% | 2.30% | Q4 2017 | Q3 2023 | 24 |
CSCO | Cisco Systems | 24 | 24 | 0.31% | 0.82% | 1.50% | Q4 2017 | Q3 2023 | 24 |
RXI | ISHARES TR | 24 | 24 | 0.52% | 0.82% | 1.39% | Q4 2017 | Q3 2023 | 24 |
TJX | TJX COS INC NEW | 24 | 24 | 0.44% | 0.80% | 1.23% | Q4 2017 | Q3 2023 | 24 |
EL | LAUDER ESTEE COS INC | 24 | 24 | 0.34% | 0.80% | 1.27% | Q4 2017 | Q3 2023 | 24 |
LOW | LOWES COS INC | 24 | 24 | 0.41% | 0.77% | 1.22% | Q4 2017 | Q3 2023 | 24 |
TMO | THERMO FISHER SCIENTIF... | 24 | 24 | 0.64% | 0.77% | 0.96% | Q4 2017 | Q3 2023 | 24 |
IJK | ISHARES TR | 24 | 24 | 0.49% | 0.77% | 1.31% | Q4 2017 | Q3 2023 | 24 |
TRV | Travelers Cos. | 24 | 24 | 0.46% | 0.76% | 1.21% | Q4 2017 | Q3 2023 | 24 |
WMT | Wal Mart Stores | 24 | 24 | 0.39% | 0.74% | 1.08% | Q4 2017 | Q3 2023 | 24 |
JNJ | JOHNSON & JOHNSON | 24 | 24 | 0.39% | 0.72% | 1.16% | Q4 2017 | Q3 2023 | 24 |
SBUX | STARBUCKS CORP | 24 | 24 | 0.36% | 0.72% | 1.00% | Q4 2017 | Q3 2023 | 24 |
EXI | ISHARES TR | 24 | 24 | 0.48% | 0.69% | 0.92% | Q4 2017 | Q3 2023 | 24 |
VZ | VERIZON COMMUNICATIONS... | 24 | 24 | 0.30% | 0.68% | 1.10% | Q4 2017 | Q3 2023 | 24 |
CAT | CATERPILLAR INC | 24 | 24 | 0.35% | 0.64% | 1.00% | Q4 2017 | Q3 2023 | 24 |
APTV | Aptiv PLC SHS Com | 24 | 24 | 0.30% | 0.63% | 1.00% | Q4 2017 | Q3 2023 | 24 |
TXN | Texas Instruments Inc | 24 | 24 | 0.40% | 0.62% | 0.84% | Q4 2017 | Q3 2023 | 24 |
KXI | iShars S&P Global Cons... | 24 | 24 | 0.38% | 0.62% | 0.94% | Q4 2017 | Q3 2023 | 24 |
IXJ | ISHARES TR | 24 | 24 | 0.38% | 0.60% | 0.95% | Q4 2017 | Q3 2023 | 24 |
ITW | Illinois Tool Works Inc | 24 | 24 | 0.34% | 0.60% | 0.90% | Q4 2017 | Q3 2023 | 24 |
BSV | Vanguard SHort-Term Bo... | 24 | 24 | 0.12% | 0.59% | 0.99% | Q4 2017 | Q3 2023 | 24 |
UNP | Union Pacific | 24 | 24 | 0.36% | 0.59% | 0.93% | Q4 2017 | Q3 2023 | 24 |
ALGN | ALIGN TECHNOLOGY INC | 24 | 24 | 0.30% | 0.58% | 1.13% | Q4 2017 | Q3 2023 | 24 |
INTC | INTEL CORP | 24 | 24 | 0.20% | 0.57% | 0.97% | Q4 2017 | Q3 2023 | 24 |
TIP | ISHARES TR | 24 | 24 | 0.19% | 0.56% | 0.97% | Q4 2017 | Q3 2023 | 24 |
AMT | AMERICAN TOWER CORP NEW | 24 | 24 | 0.27% | 0.56% | 0.90% | Q4 2017 | Q3 2023 | 24 |
FSLR | FIRST SOLAR INC | 24 | 24 | 0.12% | 0.53% | 1.25% | Q4 2017 | Q3 2023 | 24 |
TWLO | TWILIO INC | 24 | 24 | 0.21% | 0.52% | 0.89% | Q4 2017 | Q3 2023 | 24 |
D | Dominion Res. | 24 | 24 | 0.24% | 0.49% | 0.80% | Q4 2017 | Q3 2023 | 24 |
ACN | ACCENTURE PLC IRELAND | 24 | 24 | 0.26% | 0.46% | 0.60% | Q4 2017 | Q3 2023 | 24 |
NEE | NEXTERA ENERGY INC | 24 | 24 | 0.23% | 0.45% | 0.75% | Q4 2017 | Q3 2023 | 24 |
MTD | Mettler-Toledo Intl | 24 | 24 | 0.22% | 0.44% | 0.65% | Q4 2017 | Q3 2023 | 24 |
CLX | CLOROX CO DEL | 24 | 24 | 0.29% | 0.44% | 0.81% | Q4 2017 | Q3 2023 | 24 |
CGNX | COGNEX CORP | 24 | 24 | 0.25% | 0.40% | 0.65% | Q4 2017 | Q3 2023 | 24 |
UPS | UNITED PARCEL SERVICE INC | 24 | 24 | 0.26% | 0.40% | 0.60% | Q4 2017 | Q3 2023 | 24 |
PFF | iSHares US Preferred S... | 24 | 24 | 0.04% | 0.39% | 0.92% | Q4 2017 | Q3 2023 | 24 |
EQIX | EQUINIX INC | 24 | 24 | 0.23% | 0.36% | 0.60% | Q4 2017 | Q3 2023 | 24 |
IJT | ISHARES TR | 24 | 24 | 0.18% | 0.28% | 0.47% | Q4 2017 | Q3 2023 | 24 |
DJP | iPath Bloomberg Commod... | 24 | 24 | 0.04% | 0.16% | 0.24% | Q4 2017 | Q3 2023 | 24 |
JXI | ISHARES TR | 24 | 24 | 0.08% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
MXI | ISHARES TR | 24 | 24 | 0.09% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
TTC | Toro Company | 24 | 24 | 0.07% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 24 |
BLK | BLACKROCK INC | 23 | 23 | 0.32% | 1.25% | 1.73% | Q4 2017 | Q2 2023 | 23 |
DIS | Walt Disney | 23 | 23 | 0.27% | 0.72% | 1.19% | Q4 2017 | Q2 2023 | 23 |
REGN | Regeneron Pharms Inc | 17 | 6 | 0.09% | 0.72% | 1.86% | Q4 2017 | Q3 2023 | 23 |
MMM | 3M Company | 23 | 23 | 0.18% | 0.67% | 1.26% | Q4 2017 | Q2 2023 | 23 |
SEDG | Solaredge Technologies... | 23 | 23 | 0.10% | 0.51% | 1.26% | Q1 2018 | Q3 2023 | 23 |
PODD | Insulet Corporation | 23 | 23 | 0.15% | 0.47% | 0.66% | Q1 2018 | Q3 2023 | 23 |
CB | Chubb Limited Com | 21 | 2 | 0.28% | 0.42% | 0.68% | Q4 2017 | Q3 2023 | 23 |
HYG | ISHARES TR | 18 | 5 | 0.04% | 0.42% | 0.86% | Q4 2017 | Q3 2023 | 23 |
IXP | ISHARES TR | 19 | 4 | 0.07% | 0.38% | 0.72% | Q4 2017 | Q3 2023 | 23 |
WY | WEYERHAEUSER CO MTN BE | 17 | 6 | 0.04% | 0.32% | 0.70% | Q4 2017 | Q3 2023 | 23 |
SCHX | Schwab US Large Cap ETF | 23 | 23 | 0.15% | 0.30% | 0.59% | Q1 2018 | Q3 2023 | 23 |
PYPL | Paypal Holdings Inco | 22 | 22 | 0.28% | 1.06% | 1.65% | Q4 2017 | Q1 2023 | 22 |
IEI | iShares TR Barclays Bond | 22 | 22 | 0.02% | 0.69% | 1.08% | Q4 2017 | Q1 2023 | 22 |
MDB | MONGODB INC | 22 | 22 | 0.24% | 0.67% | 1.12% | Q2 2018 | Q3 2023 | 22 |
IEF | iShares TR Bond | 22 | 22 | 0.02% | 0.54% | 1.22% | Q4 2017 | Q1 2023 | 22 |
IVV | ISHARES TR | 21 | 1 | 0.08% | 0.40% | 0.80% | Q1 2018 | Q3 2023 | 22 |
PLD | Prologis Inc Com | 18 | 4 | 0.04% | 0.34% | 0.65% | Q4 2017 | Q2 2023 | 22 |
AVGO | BROADCOM INC | 21 | 21 | 0.84% | 1.82% | 3.50% | Q3 2018 | Q3 2023 | 21 |
ADI | ANALOG DEVICES INC | 19 | 2 | 0.22% | 0.63% | 2.03% | Q4 2017 | Q3 2023 | 21 |
MU | MICRON TECHNOLOGY INC | 21 | 21 | 0.24% | 0.52% | 0.82% | Q3 2018 | Q3 2023 | 21 |
OLED | UNIVERSAL DISPLAY CORP | 21 | 21 | 0.13% | 0.36% | 0.64% | Q3 2018 | Q3 2023 | 21 |
FB | META PLATFORMS INC | 20 | 20 | 0.20% | 0.54% | 1.66% | Q4 2017 | Q3 2022 | 20 |
CRM | SALESFORCE INC | 20 | 20 | 0.33% | 0.54% | 0.91% | Q4 2017 | Q3 2022 | 20 |
JPHY | J P MORGAN EXCHANGE-TR... | 20 | 20 | 0.09% | 0.51% | 1.54% | Q1 2018 | Q4 2022 | 20 |
PSA | PUBLIC STORAGE | 20 | 20 | 0.04% | 0.31% | 0.60% | Q4 2018 | Q3 2023 | 20 |
VNQ | Vanguard REIT ETF | 18 | 2 | 0.00% | 0.27% | 0.45% | Q4 2017 | Q3 2023 | 20 |
ADBE | ADOBE SYSTEMS INCORPOR... | 19 | 19 | 0.28% | 0.54% | 0.67% | Q1 2019 | Q3 2023 | 19 |
SCHP | US TSY Inflation Prote... | 19 | 19 | 0.20% | 0.51% | 0.79% | Q1 2018 | Q3 2022 | 19 |
HUBS | HUBSPOT INC | 19 | 19 | 0.16% | 0.47% | 0.73% | Q1 2019 | Q3 2023 | 19 |
CRSP | Crispr Therapeutics Ag... | 19 | 19 | 0.19% | 0.44% | 0.67% | Q1 2019 | Q3 2023 | 19 |
AKAM | AKAMAI TECHNOLOGIES INC | 18 | 1 | 0.01% | 0.43% | 0.85% | Q4 2017 | Q1 2023 | 19 |
WDAY | WORKDAY INC | 19 | 19 | 0.21% | 0.39% | 0.51% | Q1 2019 | Q3 2023 | 19 |
DE | Deere & Company | 17 | 2 | 0.02% | 0.37% | 0.54% | Q4 2017 | Q3 2023 | 19 |
EMB | ISHARES TR | 16 | 1 | 0.03% | 0.34% | 0.80% | Q4 2017 | Q1 2023 | 19 |
SQ | Square Inc | 16 | 3 | 0.11% | 0.33% | 0.57% | Q4 2018 | Q3 2023 | 19 |
JPEM | JPMRG DVSFD Retn Emrg ... | 15 | 2 | 0.01% | 0.17% | 0.29% | Q4 2017 | Q3 2023 | 19 |
VV | Vanguard LGCP.ETF | 17 | 2 | 0.03% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 19 |
ADSK | AUTODESK INC | 18 | 18 | 0.18% | 0.66% | 0.95% | Q2 2019 | Q3 2023 | 18 |
VRTX | VERTEX PHARMACEUTICALS... | 18 | 18 | 0.31% | 0.59% | 0.83% | Q2 2019 | Q3 2023 | 18 |
FDX | Fedex Corporation | 18 | 18 | 0.10% | 0.49% | 2.16% | Q4 2017 | Q1 2022 | 18 |
OKTA | OKTA INC | 18 | 18 | 0.15% | 0.36% | 0.87% | Q2 2019 | Q3 2023 | 18 |
CME | CME GROUP INC | 18 | 18 | 0.19% | 0.30% | 0.52% | Q4 2017 | Q1 2022 | 18 |
ALB | ALBEMARLE CORP | 18 | 18 | 0.08% | 0.26% | 0.47% | Q4 2017 | Q1 2022 | 18 |
IGM | ISHARES TR | 9 | 4 | 0.05% | 0.15% | 0.27% | Q4 2017 | Q3 2022 | 18 |
BX | BLACKSTONE INC | 17 | 17 | 0.08% | 0.39% | 0.69% | Q3 2019 | Q3 2023 | 17 |
IBM | International Business... | 17 | 17 | 0.06% | 0.38% | 0.80% | Q4 2017 | Q4 2021 | 17 |
SPLK | Splunk Inc | 17 | 17 | 0.24% | 0.33% | 0.42% | Q4 2017 | Q4 2021 | 17 |
JNK | SPDR SER TR | 12 | 5 | 0.04% | 0.22% | 0.47% | Q2 2019 | Q3 2023 | 17 |
VNQI | VANGUARD INTL EQUITY I... | 15 | 2 | 0.01% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 17 |
VO | Vanguard Mid.Cap ETF | 15 | 2 | 0.01% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 17 |
MCO | Moody s Corporation | 16 | 16 | 0.32% | 0.51% | 0.66% | Q4 2019 | Q3 2023 | 16 |
PRLB | Proto Labs Inc | 16 | 16 | 0.07% | 0.22% | 0.35% | Q4 2017 | Q3 2021 | 16 |
SPOT | SPOTIFY TECHNOLOGY S A | 15 | 15 | 0.26% | 0.48% | 0.78% | Q1 2020 | Q3 2023 | 15 |
PCY | Invesco EM Sovereign D... | 15 | 15 | 0.04% | 0.38% | 0.92% | Q2 2018 | Q4 2021 | 15 |
VMW | VMWARE INC | 15 | 15 | 0.16% | 0.31% | 0.48% | Q4 2019 | Q2 2023 | 15 |
CG | CARLYLE GROUP INC | 15 | 15 | 0.06% | 0.28% | 0.50% | Q1 2020 | Q3 2023 | 15 |
VEU | VANGUARD INTL EQUITY I... | 15 | 15 | 0.18% | 0.22% | 0.27% | Q1 2020 | Q3 2023 | 15 |
HD | HOME DEPOT INC | 6 | 1 | 0.01% | 0.10% | 0.16% | Q4 2017 | Q1 2023 | 15 |
JMUB | JPMorgan Municipal ETF | 14 | 14 | 0.13% | 2.32% | 5.68% | Q2 2020 | Q3 2023 | 14 |
JMST | JPMorgan Ultra-SHort M... | 14 | 14 | 0.10% | 2.22% | 5.20% | Q2 2020 | Q3 2023 | 14 |
PFE | Pfizer Incorporated | 14 | 14 | 0.38% | 0.84% | 1.25% | Q4 2017 | Q1 2021 | 14 |
KO | Coca Cola Company | 14 | 14 | 0.30% | 0.75% | 1.14% | Q4 2017 | Q1 2021 | 14 |
XOM | EXXON MOBIL CORP | 7 | 1 | 0.00% | 0.39% | 0.63% | Q4 2017 | Q3 2023 | 14 |
CCOI | Cogent Communications ... | 14 | 14 | 0.10% | 0.28% | 0.42% | Q4 2017 | Q1 2021 | 14 |
COLD | AMERICOLD REALTY TRUST... | 13 | 1 | 0.03% | 0.22% | 0.32% | Q4 2018 | Q1 2023 | 14 |
IRM | IRON MTN INC DEL | 13 | 1 | 0.03% | 0.18% | 0.30% | Q4 2018 | Q1 2023 | 14 |
MCD | McDonalds | 12 | 2 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q4 2021 | 14 |
SCHR | Schwab Strategic Inter... | 12 | 1 | 0.00% | 0.51% | 0.95% | Q4 2017 | Q2 2021 | 13 |
TXG | 10X GENOMICS INC | 13 | 13 | 0.00% | 0.41% | 0.75% | Q3 2020 | Q3 2023 | 13 |
JPMB | JPMorgan USD Emerging ... | 13 | 13 | 0.01% | 0.34% | 0.50% | Q1 2020 | Q1 2023 | 13 |
CERN | Cerner | 13 | 13 | 0.01% | 0.33% | 0.52% | Q4 2017 | Q4 2020 | 13 |
CVX | CHEVRON CORP NEW | 7 | 6 | 0.06% | 0.32% | 0.73% | Q4 2017 | Q3 2023 | 13 |
BIIB | Biogen Idec Inc | 13 | 13 | 0.08% | 0.32% | 0.67% | Q4 2017 | Q4 2020 | 13 |
PLAN | ANAPLAN INC | 13 | 13 | 0.14% | 0.26% | 0.56% | Q1 2019 | Q1 2022 | 13 |
VEEV | VEEVA SYSTEMS, INC | 13 | 13 | 0.18% | 0.25% | 0.39% | Q3 2020 | Q3 2023 | 13 |
CREE | Cree | 13 | 13 | 0.12% | 0.21% | 0.39% | Q3 2018 | Q3 2021 | 13 |
T | AT&T INC | 11 | 1 | 0.00% | 0.08% | 0.20% | Q4 2017 | Q1 2023 | 13 |
JPM | JPMorgan Chase & Co | 12 | 12 | 0.05% | 0.56% | 0.92% | Q4 2017 | Q3 2020 | 12 |
ORCL | Oracle | 12 | 12 | 0.05% | 0.44% | 0.70% | Q4 2017 | Q3 2020 | 12 |
FSLY | FASTLY INC | 12 | 12 | 0.14% | 0.43% | 0.74% | Q4 2019 | Q3 2022 | 12 |
BMRN | BioMarin Pharmaceutical | 7 | 5 | 0.19% | 0.35% | 0.63% | Q4 2017 | Q4 2020 | 12 |
NKTR | Nektar Therapeutics | 7 | 5 | 0.05% | 0.25% | 0.75% | Q4 2017 | Q4 2020 | 12 |
PEP | Pepsico Inc | 7 | 2 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q4 2021 | 12 |
V | VISA INC | 8 | 1 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q1 2023 | 12 |
IXG | iShares S&P Global Fin... | 11 | 11 | 0.32% | 0.59% | 0.86% | Q4 2017 | Q2 2020 | 11 |
AGG | ISHARES TR | 8 | 3 | 0.12% | 0.56% | 1.48% | Q1 2018 | Q3 2023 | 11 |
MRNA | MODERNA INC | 11 | 11 | 0.31% | 0.47% | 0.82% | Q1 2021 | Q3 2023 | 11 |
JPST | JPMorgan Ultra-SHort I... | 9 | 1 | 0.07% | 0.33% | 0.55% | Q1 2020 | Q2 2023 | 11 |
DGRW | WisdomTree US Quality ... | 10 | 1 | 0.10% | 0.13% | 0.22% | Q1 2019 | Q4 2021 | 11 |
CVS | CVS Health | 9 | 2 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q4 2021 | 11 |
NTAP | Netapp Inc Com | 10 | 10 | 0.14% | 0.44% | 0.79% | Q2 2018 | Q3 2020 | 10 |
TWST | TWIST BIOSCIENCE CORP | 9 | 1 | 0.00% | 0.32% | 0.54% | Q3 2020 | Q1 2023 | 10 |
SCHO | Schwab Strategic SHort... | 9 | 1 | 0.00% | 0.27% | 0.40% | Q4 2017 | Q3 2020 | 10 |
VWO | Vanguard FTSE Emerging... | 9 | 1 | 0.00% | 0.17% | 0.31% | Q4 2017 | Q3 2020 | 10 |
SCHH | Schwab US REIT ETF | 8 | 2 | 0.11% | 0.16% | 0.21% | Q1 2018 | Q4 2021 | 10 |
SCHM | Schwab US Mid-Cap ETF | 8 | 1 | 0.01% | 0.12% | 0.18% | Q1 2018 | Q1 2023 | 10 |
BWA | Borg Warner Inc | 9 | 9 | 0.27% | 0.56% | 0.76% | Q4 2017 | Q4 2019 | 9 |
SCHZ | Schwab US Aggregate Bo... | 9 | 9 | 0.00% | 0.45% | 0.63% | Q4 2017 | Q4 2019 | 9 |
STIP | ISHARES TR | 9 | 9 | 0.08% | 0.34% | 0.54% | Q3 2021 | Q3 2023 | 9 |
WPS | iShares S&P Developed | 9 | 9 | 0.13% | 0.32% | 0.47% | Q4 2017 | Q4 2019 | 9 |
RWR | SPDR Dow Jones REIT | 9 | 9 | 0.08% | 0.28% | 0.39% | Q4 2017 | Q4 2019 | 9 |
ABBV | AbbVie Inc | 9 | 9 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 9 |
CG | Carlyle Group LP | 8 | 8 | 0.68% | 0.79% | 0.94% | Q4 2017 | Q3 2019 | 8 |
APO | Apollo Global Management | 7 | 1 | 0.40% | 0.54% | 0.80% | Q3 2019 | Q3 2021 | 8 |
WOLFSPEED ORD | 8 | 8 | 0.30% | 0.51% | 0.79% | Q4 2021 | Q3 2023 | 8 | |
UAA | Under Armour Inc CL A | 8 | 8 | 0.17% | 0.45% | 0.56% | Q4 2017 | Q3 2019 | 8 |
AYI | Acuity Brands Inc | 8 | 8 | 0.13% | 0.20% | 0.49% | Q4 2017 | Q3 2019 | 8 |
XLNX | Xilinx Inc | 8 | 8 | 0.11% | 0.17% | 0.23% | Q1 2019 | Q4 2020 | 8 |
SCHF | Schwab International D... | 8 | 8 | 0.12% | 0.15% | 0.18% | Q1 2018 | Q4 2019 | 8 |
EPZM | Epizyme Inc | 8 | 8 | 0.07% | 0.13% | 0.22% | Q1 2019 | Q4 2020 | 8 |
ETN | Eaton Corp Plc Com | 7 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 8 |
ADM | Archer-Daniels Midland Co | 7 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 8 |
BABA | ALIBABA GROUP HLDG LTD | 4 | 1 | 0.00% | 0.06% | 0.19% | Q4 2017 | Q1 2023 | 8 |
GILD | Gilead Sciences | 6 | 2 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2021 | 8 |
APO | Apollo Global Management | 7 | 7 | 0.70% | 0.81% | 0.94% | Q4 2017 | Q2 2019 | 7 |
BNTX | BIONTECH SE | 7 | 7 | 0.50% | 0.66% | 0.90% | Q1 2022 | Q3 2023 | 7 |
BE | Bloom Energy Corp Class A | 6 | 1 | 0.01% | 0.32% | 0.42% | Q3 2020 | Q1 2023 | 7 |
SCHB | Schwab U.S. Broad Mark... | 6 | 1 | 0.00% | 0.28% | 0.37% | Q1 2018 | Q4 2021 | 7 |
LQD | iShares Investment Gra... | 3 | 1 | 0.04% | 0.19% | 0.40% | Q1 2018 | Q3 2021 | 7 |
APOLLO GLOBAL MGMT INC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 | |
IAU | iSHares Gold Trust | 7 | 7 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q1 2021 | 7 |
RTX | Raytheon Technologies Ord | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
TROW | Price T Rowe Group Inc... | 6 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 7 |
CCI | Crown Castle Intl Corp | 2 | 1 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q2 2021 | 7 |
EXAS | EXACT SCIENCES CORP | 6 | 6 | 0.48% | 0.77% | 1.11% | Q2 2022 | Q3 2023 | 6 |
BX | Blackstone Group LP | 6 | 6 | 0.33% | 0.75% | 0.95% | Q4 2017 | Q1 2019 | 6 |
JNK | SPDR Barclays High Yie... | 6 | 6 | 0.63% | 0.68% | 0.75% | Q4 2017 | Q1 2019 | 6 |
QCOM | Qualcomm Inc | 5 | 1 | 0.10% | 0.59% | 0.81% | Q4 2017 | Q4 2020 | 6 |
RGEN | REPLIGEN CORP | 6 | 6 | 0.29% | 0.40% | 0.44% | Q2 2022 | Q3 2023 | 6 |
TLT | iShares 20 Year | 5 | 1 | 0.02% | 0.39% | 0.78% | Q1 2018 | Q1 2020 | 6 |
WBC | WABCO Holdings | 6 | 6 | 0.18% | 0.25% | 0.31% | Q4 2017 | Q1 2019 | 6 |
IXC | iShares S&P Global Energy | 6 | 6 | 0.11% | 0.22% | 0.33% | Q4 2017 | Q1 2019 | 6 |
APD | Air Products & Chemica... | 5 | 1 | 0.14% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 6 |
JSCP | JPMorgan Short Duratio... | 6 | 6 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q4 2022 | 6 |
VFC | V F Corporation | 6 | 6 | 0.15% | 0.16% | 0.18% | Q4 2017 | Q1 2019 | 6 |
SCHA | Schwab US Small Cap ETF | 3 | 1 | 0.00% | 0.12% | 0.25% | Q1 2018 | Q1 2023 | 6 |
PG | Procter & Gamble Co | 4 | 1 | 0.01% | 0.07% | 0.10% | Q4 2017 | Q3 2020 | 6 |
TSM | Taiwan Semiconductor M... | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 6 |
MA | Mastercard Inc | 4 | 2 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q2 2021 | 6 |
LDUR | PIMCO Enhanced Low Dur... | 6 | 6 | 0.04% | 0.05% | 0.10% | Q3 2020 | Q4 2021 | 6 |
DLR | Digital Rlty Tr Inc Com | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
QGEN | Qiagen N V | 5 | 5 | 0.51% | 0.69% | 0.81% | Q1 2019 | Q1 2020 | 5 |
SNOW | SNOWFLAKE INC | 5 | 5 | 0.54% | 0.61% | 0.68% | Q3 2022 | Q3 2023 | 5 |
ASML | ASML HOLDING N V | 5 | 5 | 0.30% | 0.45% | 0.54% | Q3 2022 | Q3 2023 | 5 |
STAA | STAAR SURGICAL CO | 5 | 5 | 0.34% | 0.43% | 0.50% | Q3 2022 | Q3 2023 | 5 |
AMD | ADVANCED MICRO DEVICES... | 4 | 1 | 0.00% | 0.38% | 0.56% | Q3 2020 | Q3 2023 | 5 |
BJAN | Innovator S&P 500 Buff... | 5 | 5 | 0.04% | 0.23% | 0.29% | Q4 2020 | Q4 2021 | 5 |
EDIT | Editas Medicine Inco | 5 | 5 | 0.16% | 0.20% | 0.25% | Q4 2017 | Q4 2018 | 5 |
IYY | Ishares Dow Jones U S Etf | 5 | 5 | 0.17% | 0.19% | 0.20% | Q1 2019 | Q1 2020 | 5 |
IVW | ISHares S&P 500 Growth... | 4 | 1 | 0.00% | 0.17% | 0.27% | Q1 2019 | Q3 2020 | 5 |
IJH | iSHares Core S&P Mid-C... | 4 | 1 | 0.00% | 0.17% | 0.27% | Q3 2018 | Q3 2020 | 5 |
GSK | GlaxoSmithKline PLC Adrf | 4 | 1 | 0.00% | 0.17% | 0.38% | Q4 2017 | Q3 2020 | 5 |
NTLA | Intellia Therapeutics | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2017 | Q4 2018 | 5 |
XLF | SPDR Financial Select | 4 | 1 | 0.00% | 0.14% | 0.18% | Q3 2018 | Q3 2020 | 5 |
EMR | Emerson Electric Co | 4 | 1 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q1 2021 | 5 |
AMAT | APPLIED MATLS INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2023 | 5 |
CL | Colgate-Palmolive Co | 4 | 4 | 0.62% | 0.74% | 0.94% | Q4 2017 | Q3 2018 | 4 |
MOBILEYE GLOBAL INC | 4 | 4 | 0.56% | 0.64% | 0.69% | Q4 2022 | Q3 2023 | 4 | |
ON | ON SEMICONDUCTOR CORP | 4 | 4 | 0.56% | 0.63% | 0.68% | Q4 2022 | Q3 2023 | 4 |
KZR | Kezar Life Sciences In... | 2 | 1 | 0.10% | 0.58% | 1.45% | Q4 2018 | Q3 2022 | 4 |
PSMT | Pricesmart Inc | 4 | 4 | 0.36% | 0.44% | 0.52% | Q4 2017 | Q3 2018 | 4 |
ONEQ | Fidelity Nasdaq Compos... | 3 | 1 | 0.26% | 0.30% | 0.36% | Q4 2019 | Q1 2021 | 4 |
ABMD | Abiomed Inc Com | 3 | 1 | 0.01% | 0.26% | 0.44% | Q3 2020 | Q3 2022 | 4 |
FMAT | Fidelity MSCI Material... | 4 | 4 | 0.21% | 0.26% | 0.28% | Q4 2020 | Q3 2021 | 4 |
SDGR | SCHRODINGER INC | 3 | 1 | 0.00% | 0.22% | 0.53% | Q3 2020 | Q3 2023 | 4 |
XLV | SPDR Health Care Select | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2018 | Q2 2019 | 4 |
SPLV | Invesco S&P 500 Low Vo... | 4 | 4 | 0.14% | 0.14% | 0.15% | Q2 2019 | Q1 2020 | 4 |
UAPR | Innovator S&P 500 Ultr... | 3 | 1 | 0.08% | 0.14% | 0.27% | Q2 2019 | Q2 2020 | 4 |
USMF | Wisdomtree TRUST Us Mu... | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2019 | 4 |
ITCI | Intra-Cellular Thera | 4 | 4 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q1 2020 | 4 |
LB | L Brands Inc | 4 | 4 | 0.00% | 0.06% | 0.14% | Q3 2020 | Q2 2021 | 4 |
WSO | Watsco Inc | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
VIG | VANGUARD SPECIALIZED F... | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2023 | 4 |
VTIP | Vanguard SHort-Term TI... | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 4 |
EGHT | 8X8 INC NEW | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 4 |
QRVO | QORVO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
NCINO INC | 3 | 3 | 0.78% | 0.81% | 0.84% | Q1 2022 | Q3 2022 | 3 | |
SHY | ISHARES TR | 2 | 1 | 0.00% | 0.53% | 1.28% | Q2 2020 | Q3 2022 | 3 |
ENPH | ENPHASE ENERGY INC | 3 | 3 | 0.35% | 0.36% | 0.37% | Q3 2022 | Q1 2023 | 3 |
PLW | Invesco 1-30 Laddered ... | 3 | 3 | 0.15% | 0.35% | 0.45% | Q3 2019 | Q1 2020 | 3 |
MDYG | SPDR S&P 400 Mid Cap G... | 3 | 3 | 0.29% | 0.32% | 0.35% | Q3 2020 | Q1 2021 | 3 |
SCHG | Schwab US Large-Cap Gr... | 3 | 3 | 0.26% | 0.30% | 0.36% | Q3 2020 | Q1 2021 | 3 |
BYND | Beyond Meat Inc | 3 | 3 | 0.23% | 0.30% | 0.35% | Q1 2021 | Q3 2021 | 3 |
NCNO | Ncino Inc | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2021 | Q3 2021 | 3 |
MINT | Pimco Etf Tr Enhanced ... | 3 | 3 | 0.19% | 0.25% | 0.33% | Q1 2020 | Q3 2020 | 3 |
WFC | Wells Fargo & Co | 3 | 3 | 0.11% | 0.23% | 0.43% | Q4 2017 | Q2 2018 | 3 |
FREL | Fidelity MSCI Real Est... | 3 | 3 | 0.20% | 0.23% | 0.26% | Q2 2019 | Q4 2019 | 3 |
HDV | Ishares Core High Divi... | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2019 | Q4 2019 | 3 |
MDYV | SPDR S&P 400 Mid Cap V... | 3 | 3 | 0.20% | 0.22% | 0.23% | Q2 2021 | Q4 2021 | 3 |
MZOR | Mazor Robotics LTD Spo... | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2018 | Q3 2018 | 3 |
GE | General Electric | 3 | 3 | 0.14% | 0.16% | 0.22% | Q4 2017 | Q2 2018 | 3 |
DLPH | Delphi Technologies PL... | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2017 | Q2 2018 | 3 |
UTX | United Technologies Corp | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q1 2020 | 3 |
UNH | UNITEDHEALTH GROUP INC | 2 | 1 | 0.02% | 0.09% | 0.13% | Q4 2021 | Q1 2023 | 3 |
BSJL | Invesco BulletShares 2... | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 3 |
BSCK | Invesco Exch Trd Slf I... | 2 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2020 | 3 |
FCX | Freeport-McMoRan Inc | 3 | 3 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q2 2021 | 3 |
PLUG | PLUG POWER INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 3 |
DFS | Discover Financial Ser... | 2 | 1 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q4 2021 | 3 |
UNM | Unum Group | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
SGOL | ABERDEEN PHYSICAL SWIS... | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q1 2021 | 3 |
FTEC | Fidelity MSCI Informat... | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
VOO | VANGUARD INDEX FDS | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 3 |
CHTR | Charter Communicatn | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 3 |
XEL | Xcel Energy Inc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 3 |
MKC | McCormick & Company | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 3 |
SCHW | Charles Schwab | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 3 |
INTU | Intuit Inc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 3 |
PFG | Principal Financial Gr... | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 3 |
BND | Vanguard Total Bond Ma... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 3 |
VBR | Vanguard Small-Cap Val... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 3 |
SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.01% | 4.52% | 9.02% | Q1 2018 | Q3 2022 | 2 |
MULE | Mulesoft Inc Class ... | 2 | 2 | 0.25% | 2.30% | 4.36% | Q4 2017 | Q1 2018 | 2 |
AVGO | Broadcom LTD F | 2 | 2 | 0.96% | 1.14% | 1.32% | Q4 2017 | Q1 2018 | 2 |
PCY | Powershares Emerging M... | 2 | 2 | 0.54% | 0.72% | 0.91% | Q4 2017 | Q1 2018 | 2 |
BSCM | Invesco Exch Trd Slf I... | 2 | 2 | 0.27% | 0.63% | 0.98% | Q3 2019 | Q4 2019 | 2 |
MBB | Ishares Tr Mbs Etf | 2 | 2 | 0.09% | 0.42% | 0.76% | Q1 2019 | Q2 2019 | 2 |
GRBK | Green Brick Partners Inc | 2 | 2 | 0.22% | 0.28% | 0.34% | Q3 2021 | Q4 2021 | 2 |
ARRY | Array BioPharma Inc | 2 | 2 | 0.17% | 0.26% | 0.35% | Q1 2019 | Q2 2019 | 2 |
MCK | Mckesson Corporation | 2 | 2 | 0.15% | 0.21% | 0.26% | Q4 2017 | Q1 2018 | 2 |
IONS | Ionis Pharmaceuticals Inc | 1 | 1 | 0.00% | 0.20% | 0.41% | Q4 2017 | Q3 2020 | 2 |
MDY | SPDR S&P MidCap 400 ETF | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q3 2021 | 2 |
SLYV | SPDR S&P 600 Small Cap... | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2021 | Q3 2021 | 2 |
PAPR | Innovator S&P 500 Powe... | 2 | 2 | 0.01% | 0.16% | 0.31% | Q2 2020 | Q3 2020 | 2 |
SLB | Schlumberger | 2 | 2 | 0.10% | 0.16% | 0.22% | Q4 2017 | Q1 2018 | 2 |
IVE | iShares S&P 500 Value | 1 | 1 | 0.13% | 0.16% | 0.19% | Q2 2019 | Q4 2019 | 2 |
BIDU | Baidu Inc | 2 | 2 | 0.11% | 0.14% | 0.18% | Q3 2021 | Q4 2021 | 2 |
CCS | Century Communities Inc | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q4 2021 | 2 |
IFF | Intl Flavors& Fragrances | 2 | 2 | 0.00% | 0.12% | 0.24% | Q4 2017 | Q1 2018 | 2 |
MNST | Monster Beverage Corp | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q1 2018 | 2 |
QTEC | First Trust NASDAQ-100... | 2 | 2 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2020 | 2 |
MHO | M/I Homes Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
YELP | Yelp Inc Class A | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
PLTR | Palantir Technologies ... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
CMI | Cummins Inc | 1 | 1 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 2 |
HVT | Haverty Furniture Comp... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
AMP | Ameriprise Financial Inc | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
TWX | Time Warner Inc New | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
BDX | Becton Dickinson & Co | 2 | 2 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q1 2018 | 2 |
WGL | WGL Holdings Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
VYM | VANGUARD WHITEHALL FDS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
ED | Consolidated Edison Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
BA | Boeing Co | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q3 2020 | 2 |
JAGG | JPMorgan US Aggregate ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 2 |
UA | Under Armour Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MMC | Marsh & MC Lennan Co Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
PCG | P G & E Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ATVI | Activision Blizzard | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AOBC | American Outdoor Bra | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
PNC | PNC Finl Services GP Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
A | Agilent Technologies Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
TGT | Target | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
NXPI | NXP Semiconductors NV F | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ABB | Abb LTD ADR F | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 2 |
BBIO | BRIDGEBIO PHARMA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
BLI | PHENOMEX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
CDXS | CODEXIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
NKTX | NKARTA ORD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
ASIX | Advansix Inc Com | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ADOM | Adomani Inc Com | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LLY | Lilly Eli & Company | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2017 | Q4 2017 | 1 |
BSCJ | Invesco Exch Trd Slf I... | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2019 | Q2 2019 | 1 |
SGEN | Seattle Genetics Inc | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2017 | Q4 2017 | 1 |
GAL | SPDR Global | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2018 | Q3 2018 | 1 |
CDNS | CADENCE DESIGN SYSTEM INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
PGX | Invesco Exchng Traded ... | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
BSCN | Invesco Exch Trd Slf I... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
BSCL | Invesco Exch Trd Slf I... | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
BSJK | Invesco Exch Trd Slf I... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
EPD | Enterprise Products Pa... | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
ABT | Abbott Laboratories | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
SPYG | SPDR S&P 500 Growth | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
MRK | Merck & Co Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
MMP | Magellan Midstream Par... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
UJAN | Innovator Etfs Tr S&p ... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
GLD | SPDR Gold Shares | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
MUSA | Murphy USA Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
CMCSA | Comcast Corp New Cl A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
AWK | American Water Works C... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
DXJ | WisdomTree Japan Hedge... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
PWR | Quanta Services Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
MPC | Marathon Petroleum Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
SNI | Scripps NTWK Interactiv | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
NXST | Nexstar Media Group Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
BMY | Bristol-Myers Squibb C... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
MOBL | Mobileiron Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
BOND | PIMCO ETF TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
ENB | Enbridge Inc Com | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
BMO | Bank Of Montreal Com N... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
TTD | The Trade Desk Inc Com... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SCHE | Schwab Emerging Market... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
LOB | Live Oak Bancshares Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TPR | Tapestry Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
JAGG | JPMorgan US Aggregate ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
JPUS | JPMorgan Divrsifd RTRN... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
DVN | Devon Energy Corp New | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
NUE | Nucor Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
HOV | Hovnanian Enterprises Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MTZ | MasTec Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
O | Realty Income Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MRO | Marathon Oil Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ATEN | A10 Networks Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
DX | Dynex Capital Inc New | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
OTIS | OTIS Worldwide Corp-Wi | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CARR | Carrier Global Corp-Wi | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TOAST INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 | |
IWF | ISHares Russell 1000 G... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DISCK | Discovery Commun Ser C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LUV | Southwest Airlines Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
VRNS | Varonis Sys Inc Com | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
STM | Stmicroelectronics Ny ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WM | Waste Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CAH | Cardinal Health Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WORK | Slack Technologies Inc... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CSX | CSX Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IWB | ISHares Russell 1000 Etf | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GS | Goldman Sachs Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HSY | The HerSHey Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EMLC | Vaneck Vectors J P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SYK | Stryker Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
QQQ | Invesco QQQ Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RBLX | ROBLOX CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WIP | SPDR Series Trust ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
KHC | The Kraft Heinz Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
AZN | Astrazeneca Plc Each A... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NSC | Norfolk Southern | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ZG | Zillow Group Inc Cl A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DOW | Dow Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARKF | ARK Fintech Innovation... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HERO | GLOBAL X VIDEO GAMES E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARKG | ARK Genomic Revolution... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARKW | ARK Next Generation In... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SO | Southern Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARKK | ARK Innovation ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PRVB | PROVENTION BIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ONLN | ProSHares Online Retai... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WCLD | WisdomTree Cloud Compu... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TD | Toronto Dominion Bk On... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TSCO | Tractor Supply Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IBUY | Amplify Online Retail ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ESPO | VanEck Vectors Vdo Gam... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OGIG | O SHares Global Intern... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ATRA | Atara Biotherapeutics ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WYNN | Wynn Resorts Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ABCL | ABCELLERA BIOLOGICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PM | Philip Morris Intl Inc... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CRON | Cronos Group Inc Com N... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TMUS | T-Mobile US Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SYY | Sysco Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RXRX | RECURSION PHARMACEUTIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VOD | Vodafone Group PLC ADR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
R | Ryder System Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AMRS | Amyris Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EXSCIENTIA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
DKNG | DraftKings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NLTX | Neoleukin Therapeutics... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RDSA | Royal Dutch SHell PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MO | Altria Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BUD | Anheuser-Busch InBev S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AXP | American Express Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NOC | Northrop Grumman Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ALLY | Ally Financial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FLEX | Flextronics Intl LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LMT | Lockheed Martin Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LH | Laboratory Corp of Ame... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KLAC | Kla-Tencor | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NOK | Nokia Oyj | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PACB | PACIFIC BIOSCIENCES CA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PTON | Peloton Interactive Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EFA | iShares MSCI EAGEFE ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IRBT | iRobot Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DGX | Quest Diagnostics Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RLAY | RELAY THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RSG | Republic Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SPGI | S&Pglobal Inc Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INO | Inovio Pharmaceuticals... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DIA | SPDR Dow Jones Industr... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GINKGO BIOWORKS HOLDIN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
FHTX | FOGHORN THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GUNR | FlexSHares TRUST Morni... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ERIC | Telefonaktiebolaget L ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SEER | SEER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STWD | Starwood Property Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CRWD | CrowdStrike Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
STZ | Constellation Brands Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TER | Teradyne Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DDD | 3 D Systems Inc Com Us... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TM | Toyota Motor Corporati... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TDACW | TRIDENT ACQUISITIONS E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CGC | Canopy Growth Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CP | Canadian Pacific Railw... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EMLC | VanEck Vectors JP Morg... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BIV | Vanguard BD Index FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VB | Vanguard Index Fds Van... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AMSC | AMERICAN SUPERCONDUCTO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AIG | American International... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BWP | Boardwalk Pipeline | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ZNGA | Zynga Inc Class A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COIN | COINBASE GLOBAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SBS | Companhia De Saneam Adrf | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TTWO | TAKE-TWO INTERACTIVE S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYBX | SYNLOGIC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIRI | Sirius XM Holdings Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ERII | Energy Recovery Inc Com | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FNDX | Schwab Fundamental US ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FLS | Flowserve Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FOXA | Fox Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ABSCI CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
CORP | PIMCO Exch Traded Fund | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NWSA | News Corp | 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 APPLE INC, AMAZON COM INC, and ISHARES TR, are the highest-conviction holdings of Slow Capital, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Slow Capital, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Slow Capital, Inc. owns currently or has owned in the past.