IVV | Buy | ISHARES TR CORE S&P 500 ETFetf | $2,062,361,000 | +6.5% | 5,180,404 | +0.5% | 29.84% | -7.4% |
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DGRO | Buy | ISHARES TR CORE DIVID GROWTH ETFetf | $1,605,517,000 | +32.2% | 33,237,112 | +22.7% | 23.23% | +14.9% |
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GSLC | Buy | GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETFetf | $1,379,608,000 | +5.2% | 17,422,404 | +0.6% | 19.96% | -8.6% |
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IJR | Sell | ISHARES TR CORE S&P SMALL-CAP ETFetf | $995,606,000 | +0.4% | 9,168,619 | -15.0% | 14.41% | -12.7% |
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IJJ | New | ISHARES TR S&P MIDCAP 400 VALUE ETFetf | $806,142,000 | – | 7,904,376 | +100.0% | 11.66% | – |
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IJH | Sell | ISHARES TR CORE S&P MID-CAP ETFetf | $37,942,000 | -92.8% | 145,768 | -93.7% | 0.55% | -93.8% |
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SCHD | Sell | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFetf | $10,928,000 | +1.1% | 148,970 | -11.6% | 0.16% | -12.2% |
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INTF | Sell | ISHARES TR MSCI INTL MULTIFACTOR ETFetf | $9,016,000 | +2.0% | 311,925 | -4.1% | 0.13% | -11.6% |
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GEM | Sell | GOLDMAN SACHS ETF TR ACTIVEBETA EMERGING MKTS EQUITY ETFetf | $3,756,000 | -2.3% | 94,484 | -6.1% | 0.05% | -15.6% |
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DCO | New | DUCOMMUN INC DEL COM | $0 | – | 2,000 | +100.0% | 0.00% | – |
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FNHC | New | FEDNAT HLDG CO COM | $0 | – | 2,000 | +100.0% | 0.00% | – |
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FLY | New | FLY LEASING LTDsponsored adr | $0 | – | 1,500 | +100.0% | 0.00% | – |
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AGG | Sell | ISHARES TR CORE U S AGGREGATE BD ETFetf | $0 | – | 71 | -18.4% | 0.00% | – |
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USMV | New | ISHARES TR MSCI USA MINIMUM VOLATILITY FACTOR ETFetf | $0 | – | 36 | +100.0% | 0.00% | – |
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IEFA | Buy | ISHARES TR CORE MSCI EAFE ETFetf | $2,000 | 0.0% | 84 | +211.1% | 0.00% | – |
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ISTB | New | ISHARES TR CORE 1-5 YR USD BD ETFetf | $0 | – | 46 | +100.0% | 0.00% | – |
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IEMG | New | ISHARES INC CORE MSCI EMERGING MKTS ETFetf | $0 | – | 70 | +100.0% | 0.00% | – |
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REET | | ISHARES TR GLOBAL REIT ETFetf | $13,000 | +8.3% | 491 | 0.0% | 0.00% | – |
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SMMV | New | ISHARES TR MSCI USA SM CAP MIN VOLUME FACTOR ETFetf | $0 | – | 34 | +100.0% | 0.00% | – |
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USHY | New | ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETFetf | $0 | – | 39 | +100.0% | 0.00% | – |
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MRK | New | MERCK & CO INC NEW COM | $1,000 | – | 8 | +100.0% | 0.00% | – |
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MSFT | New | MICROSOFT CORP COM | $0 | – | 61 | +100.0% | 0.00% | – |
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MNST | New | MONSTER BEVERAGE CORP NEW COM | $0 | – | 6 | +100.0% | 0.00% | – |
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MS | | MORGAN STANLEY COM NEW | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – |
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NGVC | New | NATURAL GROCERS BY VITAMIN COTTAGE INC COM | $0 | – | 5 | +100.0% | 0.00% | – |
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PRU | New | PRUDENTIAL FINL INC COM | $0 | – | 50 | +100.0% | 0.00% | – |
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TFI | New | SPDR SER TR NUVEEN BLOOMBERG BARCLAYS MUN BD ETFetf | $0 | – | 18 | +100.0% | 0.00% | – |
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SCHB | New | SCHWAB STRATEGIC TR US BROAD MKT ETFetf | $0 | – | 23 | +100.0% | 0.00% | – |
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FNDA | Sell | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S SMALL CO INDEX ETFetf | $15,000 | +7.1% | 292 | -9.0% | 0.00% | – |
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SCHF | Buy | SCHWAB STRATEGIC TR INTL EQUITY ETFetf | $0 | -100.0% | 53 | +89.3% | 0.00% | – |
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SNV | | SYNOVUS FINL CORP COM NEW | $0 | – | 1 | 0.0% | 0.00% | – |
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TXT | New | TEXTRON INC COM | $0 | – | 81 | +100.0% | 0.00% | – |
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MMM | New | 3M CO COM | $0 | – | 2 | +100.0% | 0.00% | – |
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UHS | New | UNIVERSAL HEALTH SVCS INC CL Bcap stk cl b | $0 | – | 2 | +100.0% | 0.00% | – |
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VIG | New | VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETFetf | $0 | – | 6 | +100.0% | 0.00% | – |
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VXUS | New | VANGUARD TOTAL INTL STOCK INDEX FD ETF SHSetf | $0 | – | 666 | +100.0% | 0.00% | – |
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VEA | New | VANGUARD INTL FD FTSE DEVELOPED MKTS ETFetf | $0 | – | 66 | +100.0% | 0.00% | – |
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BNDX | New | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETFetf | $11,000 | – | 200 | +100.0% | 0.00% | – |
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VWO | New | VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETFetf | $0 | – | 9 | +100.0% | 0.00% | – |
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VTEB | New | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETFetf | $0 | – | 22 | +100.0% | 0.00% | – |
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VOO | Buy | VANGUARD INDEX FDS S&P 500 ETF SHS NEWetf | $0 | -100.0% | 38 | +1166.7% | 0.00% | – |
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VNQ | Sell | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETFetf | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
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VTI | New | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETFetf | $3,000 | – | 158 | +100.0% | 0.00% | – |
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EAD | New | WELLS FARGO INCOME OPPORTUNITIES FUND COM SHS | $0 | – | 2,500 | +100.0% | 0.00% | – |
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CPLP | New | CAPITAL PRODUCT PARTNERS LP | $0 | – | 1,260 | +100.0% | 0.00% | – |
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DSSI | New | DIAMOND S SHIPPING INC | $0 | – | 865 | +100.0% | 0.00% | – |
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VCIT | Exit | VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHSetf | $0 | – | -17 | -100.0% | 0.00% | – |
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FNDE | Exit | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL EMERGING MKTS LARGE CO INDEX ETFetf | $0 | – | -54 | -100.0% | 0.00% | – |
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SCHA | Exit | SCHWAB STRATEGIC TR US SMALL-CAP ETFetf | $0 | – | -19 | -100.0% | 0.00% | – |
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QUAL | Exit | ISHARES TR MSCI USA QUALITY FACTOR ETFetf | $0 | – | -116 | -100.0% | 0.00% | – |
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SCHR | Exit | SCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETFetf | $0 | – | -7 | -100.0% | 0.00% | – |
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FEZ | Exit | SPDR INDEX SHS FDS EURO STOXX 50 ETFetf | $0 | – | -516 | -100.0% | 0.00% | – |
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FNDX | Exit | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U S LARGE CO INDEX ETFetf | $0 | – | -34 | -100.0% | 0.00% | – |
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IWF | Exit | ISHARES TR RUSSELL 1000 GROWTH ETFetf | $0 | – | -114 | -100.0% | 0.00% | – |
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EBND | Exit | SPDR SER TR BLOOMBERG BARCLAYS EMERGING MKTS LOCAL BD ETFetf | $0 | – | -8 | -100.0% | 0.00% | – |
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PXH | Exit | INVESCO EXCHANGE-TRADED FD TR II FTSE RAFI EMERGING MKTS ETFetf | $0 | – | -1 | -100.0% | 0.00% | – |
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TIP | Exit | ISHARES TR TIPS BD ETFetf | $0 | – | -102 | -100.0% | 0.00% | – |
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SCHX | Exit | SCHWAB STRATEGIC TR US LARGE-CAP ETFetf | $0 | – | -23 | -100.0% | 0.00% | – |
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XLP | Exit | SELECT SECTOR SPDR TR CONSUMER STAPLESetf | $0 | – | -169 | -100.0% | 0.00% | – |
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IAU | Exit | ISHARES GOLD TR ISHARESetf | $0 | – | -28 | -100.0% | 0.00% | – |
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IBB | Exit | ISHARES TR NASDAQ BIOTECHNOLOGY ETFetf | $0 | – | -37 | -100.0% | 0.00% | – |
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SPIB | Exit | SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORPORATE BD ETFetf | $0 | – | -341 | -100.0% | 0.00% | – |
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SCZ | Exit | ISHARES TR MSCI EAFE SMALL CAP ETFetf | $0 | – | -196 | -100.0% | 0.00% | – |
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IVE | Exit | ISHARES TR S&P 500 VALUE ETFetf | $0 | – | -221 | -100.0% | 0.00% | – |
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SCHC | Exit | SCHWAB STRATEGIC TR INTL SMALL CAP EQUITY ETFetf | $0 | – | -16 | -100.0% | 0.00% | – |
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IWP | Exit | ISHARES TR RUSSELL MID-CAP GROWTH ETFetf | $0 | – | -344 | -100.0% | 0.00% | – |
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FNDF | Exit | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL LARGE CO INDEX ETFetf | $0 | – | -53 | -100.0% | 0.00% | – |
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VMBS | Exit | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETFetf | $0 | – | -7 | -100.0% | 0.00% | – |
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IEI | Exit | ISHARES TR 3-7 YR TREAS BD ETFetf | $0 | – | -86 | -100.0% | 0.00% | – |
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SCHH | Exit | SCHWAB STRATEGIC TR US REIT ETFetf | $0 | – | -14 | -100.0% | 0.00% | – |
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VCIF | Exit | VERTICAL CAP INCOME FD SHScef | $0 | – | -116 | -100.0% | 0.00% | – |
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VNQI | Exit | VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHSetf | $0 | – | -6 | -100.0% | 0.00% | – |
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VEU | Exit | VANGUARD INTL EQUITY INDEX FD INC FTSE ALL WORLD EX US INDEX FD ETFS SHSetf | $0 | – | -471 | -100.0% | 0.00% | – |
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SCHE | Exit | SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETFetf | $0 | – | -36 | -100.0% | 0.00% | – |
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FNDC | Exit | SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL INTL SMALL CO INDEX ETFetf | $0 | – | -23 | -100.0% | 0.00% | – |
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SCHP | Exit | SCHWAB STRATEGIC TR US TIPS ETFetf | $0 | – | -31 | -100.0% | 0.00% | – |
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EEM | Exit | ISHARES TR MSCI EMERGING MKTS INDEX FDetf | $0 | – | -507 | -100.0% | 0.00% | – |
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QQQ | Exit | INVESCO QQQ TR UNIT SER 1etf | $0 | – | -36 | -100.0% | 0.00% | – |
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T | New | AT&T INC COM | $0 | – | 16 | +100.0% | 0.00% | – |
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HYG | Exit | ISHARES TR IBOXX $ HIGH YIELD CORP BD ETFetf | $0 | – | -132 | -100.0% | 0.00% | – |
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AAPL | New | APPLE INC COM | $0 | – | 130 | +100.0% | 0.00% | – |
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BYM | New | BLACKROCK MUNICIPAL INCOME QUALITY TR INC | $0 | – | 673 | +100.0% | 0.00% | – |
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CVX | New | CHEVRON CORP NEW COM | $0 | – | 180 | +100.0% | 0.00% | – |
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CCIV | New | CHURCHILL CAP CORP IV CL A | $0 | – | 16 | +100.0% | 0.00% | – |
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CSCO | Buy | CISCO SYSTEMS INC | $3,000 | 0.0% | 69 | +19.0% | 0.00% | – |
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COST | New | COSTCO WHOLESALE CORP NEW COM | $0 | – | 25 | +100.0% | 0.00% | – |
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DTE | New | DTE ENERGY CO COM | $0 | – | 105 | +100.0% | 0.00% | – |
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DFS | | DISCOVER FINL SVCS COM INC | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
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