55I, LLC holdings history

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1047 is the total number of securities 55I, LLC has owned. The longest 55I, LLC has owned a single stock is 16 quarters.

55I, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR16164.14%6.88%10.87%Q4 2018Q3 202216
SCHX Schwab US Large-Cap ETF16160.18%2.43%9.75%Q4 2018Q3 202216
SCHF SCHWAB STRATEGIC TR16160.09%1.92%6.05%Q4 2018Q3 202216
IEFA ISHARES TR16160.62%1.75%4.74%Q4 2018Q3 202216
SPTM SPDR SER TR16160.17%1.41%5.33%Q4 2018Q3 202216
VEA VANGUARD TAX-MANAGED I...16160.18%1.01%3.56%Q4 2018Q3 202216
SCHB Schwab US Broad Market...16160.08%0.89%4.34%Q4 2018Q3 202216
IEMG ISHARES INC16160.25%0.86%2.17%Q4 2018Q3 202216
XLK Technology Select Sect...16160.24%0.78%1.67%Q4 2018Q3 202216
SCHE SCHWAB STRATEGIC TR16160.06%0.77%1.81%Q4 2018Q3 202216
VGT VANGUARD WORLD FDS16160.18%0.66%2.45%Q4 2018Q3 202216
SPDW SPDR Portfolio Develop...16160.17%0.61%1.63%Q4 2018Q3 202216
ITOT ISHARES TR16160.04%0.55%1.90%Q4 2018Q3 202216
XLF SELECT SECTOR SPDR TR16160.21%0.42%0.97%Q4 2018Q3 202216
VWO VANGUARD INTL EQUITY I...16160.11%0.33%0.86%Q4 2018Q3 202216
XLY SELECT SECTOR SPDR TR16160.17%0.31%0.63%Q4 2018Q3 202216
SPEM SPDR Portfolio Emergin...16160.08%0.28%0.61%Q4 2018Q3 202216
MSFT MICROSOFT CORP16160.12%0.27%0.78%Q4 2018Q3 202216
QAI IQ Hedge Multi-Strateg...16160.03%0.24%1.14%Q4 2018Q3 202216
SCHG Schwab US Large-Cap Gr...16160.07%0.24%0.95%Q4 2018Q3 202216
FTEC Fidelity MSCI Informat...15150.21%0.76%2.19%Q1 2019Q3 202215
FDIS Fidelity MSCI Consumer...15150.09%0.54%1.90%Q1 2019Q3 202215
XLV SELECT SECTOR SPDR TR15150.32%0.53%1.09%Q1 2019Q3 202215
FHLC Fidelity MSCI Health C...15150.07%0.51%2.24%Q1 2019Q3 202215
FNCL Fidelity MSCI Financia...15150.15%0.50%1.72%Q1 2019Q3 202215
XLE SELECT SECTOR SPDR TR15150.11%0.42%0.87%Q1 2019Q3 202215
FCOM Fidelity MSCI Communic...15150.04%0.38%1.76%Q1 2019Q3 202215
VHT VANGUARD WORLD FDS15150.15%0.37%1.19%Q1 2019Q3 202215
XLC SELECT SECTOR SPDR TR15150.17%0.30%0.60%Q1 2019Q3 202215
XLI SELECT SECTOR SPDR TR15150.16%0.28%0.52%Q1 2019Q3 202215
XLP SELECT SECTOR SPDR TR15150.08%0.25%0.57%Q1 2019Q3 202215
FIDU Fidelity MSCI Industri...15150.08%0.25%0.77%Q1 2019Q3 202215
AWK AMERICAN WTR WKS CO IN...1050.02%0.17%0.54%Q4 2018Q3 202215
EFA ISHARES TR15150.02%0.14%0.37%Q1 2019Q3 202215
FENY Fidelity MSCI Energy ETF15150.04%0.13%0.39%Q1 2019Q3 202215
GOOG Alphabet Inc Cap Stock...1050.07%0.13%0.26%Q4 2018Q3 202215
XLU Utilities Select Secto...15150.04%0.12%0.32%Q1 2019Q3 202215
CHTR CHARTER COMMUNICATIONS...1050.01%0.08%0.21%Q4 2018Q3 202215
SCHO SCHWAB STRATEGIC TR14140.65%4.93%14.94%Q4 2018Q1 202214
SCHR SCHWAB STRATEGIC TR14140.70%2.82%6.43%Q4 2018Q1 202214
BIL SPDR SER TR14140.03%2.69%11.58%Q4 2018Q1 202214
LQD ISHARES TR14140.09%1.46%4.17%Q4 2018Q1 202214
VMBS VANGUARD SCOTTSDALE FDS14140.50%1.39%3.20%Q4 2018Q1 202214
SHV ISHARES TR14140.08%1.08%3.99%Q4 2018Q1 202214
CORP PIMCO ETF TR14140.38%0.99%1.67%Q4 2018Q1 202214
USMV ISHARES TR14140.17%0.97%2.13%Q2 2019Q3 202214
AGG ISHARES TR14140.04%0.81%3.06%Q4 2018Q1 202214
IEI ISHARES TR14140.07%0.77%1.81%Q4 2018Q1 202214
MBB ISHARES TR14140.22%0.69%2.21%Q4 2018Q1 202214
PCY INVESCO EXCH TRADED FD...14140.04%0.39%0.97%Q4 2018Q1 202214
AAPL APPLE INC14140.18%0.37%0.91%Q2 2019Q3 202214
VIS VANGUARD WORLD FDS14140.08%0.36%1.09%Q2 2019Q3 202214
JPM JPMORGAN CHASE & CO14140.04%0.36%1.32%Q2 2019Q3 202214
VCR VANGUARD WORLD FDS14140.08%0.35%0.88%Q2 2019Q3 202214
NEAR ISHARES US ETF TR14140.01%0.34%1.09%Q4 2018Q1 202214
IYW iShares US Technology ETF14140.06%0.34%0.82%Q2 2019Q3 202214
IWF ISHARES TR14140.04%0.31%1.04%Q2 2019Q3 202214
FSTA Fidelity MSCI Consumer...14140.08%0.29%0.95%Q2 2019Q3 202214
EMB ISHARES TR14140.04%0.28%0.88%Q4 2018Q1 202214
VFH VANGUARD WORLD FDS14140.08%0.25%0.67%Q2 2019Q3 202214
IBND SPDR SER TR14140.04%0.19%0.46%Q4 2018Q1 202214
QQQ Invesco QQQ Trust14140.08%0.17%0.38%Q2 2019Q3 202214
IYH iShares US Healthcare ETF14140.03%0.14%0.38%Q2 2019Q3 202214
FREL Fidelity MSCI Real Est...14140.03%0.13%0.54%Q2 2019Q3 202214
FUTY Fidelity MSCI Utilitie...14140.02%0.13%0.53%Q2 2019Q3 202214
VAW VANGUARD WORLD FDS14140.03%0.10%0.24%Q2 2019Q3 202214
AGGY WISDOMTREE TR14140.01%0.09%0.32%Q4 2018Q1 202214
NEE NEXTERA ENERGY INC630.01%0.08%0.22%Q4 2018Q3 202214
SPLG SPDR SER TR1120.26%3.60%7.64%Q2 2019Q3 202213
GSY INVESCO ACTIVELY MANAG...1030.01%0.79%4.80%Q4 2018Q1 202213
VGIT VANGUARD SCOTTSDALE FDS850.03%0.46%2.02%Q4 2018Q1 202213
VDC VANGUARD WORLD FDS13130.04%0.16%0.55%Q3 2019Q3 202213
AMZN AMAZON COM INC1120.10%0.14%0.39%Q2 2019Q3 202213
MMP MAGELLAN MIDSTREAM PRT...850.01%0.13%0.42%Q4 2018Q1 202213
EWC iShares MSCI Canada ETF1030.02%0.10%0.28%Q2 2019Q3 202213
IAGG ISHARES TR13130.01%0.09%0.27%Q1 2019Q1 202213
GOOGL Alphabet Inc Cap Stock...13130.06%0.09%0.25%Q3 2019Q3 202213
XLB SELECT SECTOR SPDR TR13130.05%0.08%0.17%Q3 2019Q3 202213
XLRE SELECT SECTOR SPDR TR1030.03%0.06%0.17%Q2 2019Q3 202213
BA BOEING CO940.01%0.06%0.19%Q1 2019Q3 202213
VOO VANGUARD INDEX FDS720.07%1.14%2.00%Q2 2019Q3 202212
IJR ISHARES TR12120.10%0.95%1.79%Q4 2019Q3 202212
IXN ISHARES TR12120.15%0.87%1.91%Q4 2019Q3 202212
SPYG SPDR SER TR12120.21%0.84%1.25%Q4 2019Q3 202212
SPYV SPDR SER TR12120.20%0.83%1.46%Q4 2019Q3 202212
VV Vanguard Large Cap Ind...660.02%0.77%2.78%Q4 2018Q3 202212
QUAL ISHARES TR12120.15%0.55%1.32%Q4 2019Q3 202212
MTUM ISHARES TR910.05%0.43%1.35%Q2 2019Q3 202212
EEM ISHARES TR1110.10%0.36%1.12%Q2 2019Q3 202212
VTV Vanguard Value Index Fund1110.09%0.32%1.57%Q1 2019Q3 202212
VOX VANGUARD WORLD FDS1110.09%0.26%0.93%Q3 2019Q3 202212
IUSV ISHARES TR1110.08%0.16%0.34%Q1 2019Q3 202212
HON HONEYWELL INTL INC840.02%0.12%0.38%Q2 2019Q3 202212
KRE SPDR S&P Regional Bank...1110.01%0.11%0.92%Q1 2019Q3 202212
VGK VANGUARD INTL EQUITY I...1020.01%0.09%0.39%Q2 2019Q3 202212
VPU VANGUARD WORLD FDS12120.03%0.09%0.26%Q4 2019Q3 202212
EWA iShares MSCI Australia...930.01%0.08%0.20%Q2 2019Q3 202212
GLD SPDR GOLD TRUST12120.02%0.07%0.13%Q2 2019Q1 202212
FMAT Fidelity MSCI Material...12120.02%0.06%0.31%Q4 2019Q3 202212
ESGU ISHARES TR11112.55%8.48%11.22%Q1 2020Q3 202211
EFG ISHARES TR11112.76%3.87%5.13%Q1 2020Q3 202211
VLUE ISHARES TR11110.81%2.16%3.39%Q1 2020Q3 202211
ESGE ISHARES INC11110.56%1.71%3.28%Q1 2020Q3 202211
SUSL ISHARES TR11110.09%1.00%3.64%Q1 2020Q3 202211
IHI iShares US Medical Dev...11110.10%0.81%2.03%Q1 2020Q3 202211
IWB ISHARES TR11110.07%0.59%1.78%Q1 2020Q3 202211
SPY SPDR S&P 500 ETF Trust11110.12%0.40%0.70%Q1 2020Q3 202211
VTI Vanguard Total Stock M...11110.10%0.35%0.96%Q1 2020Q3 202211
VUG VANGUARD INDEX FDS11110.11%0.31%1.36%Q1 2020Q3 202211
VB Vanguard Small Cap Ind...11110.02%0.31%0.58%Q1 2020Q3 202211
VEU VANGUARD INTL EQUITY I...650.08%0.29%0.76%Q4 2018Q3 202211
BNDX VANGUARD CHARLOTTE FDS11110.02%0.28%0.95%Q3 2019Q1 202211
SCHZ SCHWAB STRATEGIC TR11110.05%0.22%1.31%Q3 2019Q1 202211
IYG iShares US Financial S...11110.02%0.17%0.82%Q1 2020Q3 202211
IUSG ISHARES TR11110.08%0.17%0.50%Q1 2020Q3 202211
EWU ISHARES TR1010.04%0.13%0.35%Q4 2019Q3 202211
IJH ISHARES TR1010.06%0.13%0.18%Q4 2019Q3 202211
VDE VANGUARD WORLD FDS830.03%0.11%0.44%Q2 2019Q3 202211
CSX CSX CORP1010.01%0.11%0.41%Q4 2019Q3 202211
DVY ISHARES TR920.02%0.10%0.16%Q3 2019Q3 202211
JNJ JOHNSON & JOHNSON11110.07%0.09%0.20%Q1 2020Q3 202211
VO Vanguard Mid-Cap Index...11110.03%0.09%0.26%Q1 2020Q3 202211
IWV ISHARES TR11110.03%0.07%0.18%Q1 2020Q3 202211
VNQ Vanguard Real Estate I...11110.02%0.07%0.30%Q1 2020Q3 202211
PG PROCTER & GAMBLE CO11110.02%0.06%0.12%Q1 2020Q3 202211
HD HOME DEPOT INC1010.03%0.06%0.14%Q3 2019Q3 202211
SLYG SPDR S&P 600 Small Cap...11110.01%0.05%0.08%Q1 2020Q3 202211
VOE Vanguard Mid-Cap Value...11110.02%0.05%0.19%Q1 2020Q3 202211
VOT Vanguard Mid-Cap Growt...11110.01%0.04%0.15%Q1 2020Q3 202211
PJP INVESCO EXCHANGE TRADE...11110.01%0.03%0.11%Q1 2020Q3 202211
GOVT ISHARES TR10101.36%3.37%5.05%Q4 2019Q1 202210
XSOE WISDOMTREE TR10100.04%0.82%2.10%Q2 2020Q3 202210
IYE iShares US Energy ETF710.10%0.56%1.12%Q2 2019Q3 202210
HEZU ISHARES TR10100.24%0.40%0.76%Q2 2020Q3 202210
TLT ISHARES TR10100.10%0.28%0.49%Q4 2019Q1 202210
BSV VANGUARD BD INDEX FDS10100.02%0.28%0.62%Q4 2019Q1 202210
IVE ISHARES TR10100.05%0.24%0.58%Q2 2020Q3 202210
VGSH VANGUARD SCOTTSDALE FDS10100.02%0.18%0.51%Q4 2019Q1 202210
HYG ISHARES TR10100.09%0.18%0.34%Q4 2019Q1 202210
DSI ISHARES TR10100.04%0.17%0.36%Q2 2020Q3 202210
DBJP Xtrackers MSCI Japan H...10100.07%0.17%0.41%Q2 2020Q3 202210
SIZE ISHARES TR910.01%0.16%0.55%Q4 2019Q2 202210
ESGD ISHARES TR10100.10%0.16%0.21%Q2 2020Q3 202210
USIG ISHARES TR820.02%0.14%0.41%Q4 2018Q1 202210
ESML ISHARES TR10100.02%0.14%0.21%Q2 2020Q3 202210
VCIT VANGUARD SCOTTSDALE FDS10100.01%0.13%0.50%Q4 2019Q1 202210
BRKB BERKSHIRE HATHAWAY INC...10100.08%0.12%0.24%Q2 2020Q3 202210
EPD ENTERPRISE PRODS PARTN...550.01%0.11%0.26%Q4 2018Q2 202110
SPSM SPDR SER TR910.02%0.09%0.17%Q2 2019Q3 202210
BAC BK OF AMERICA CORP910.03%0.09%0.45%Q1 2019Q3 202210
WFC WELLS FARGO CO NEW610.01%0.08%0.26%Q2 2019Q3 202210
EPP iShares MSCI Pacific e...10100.02%0.07%0.24%Q2 2020Q3 202210
V Visa Inc Cl A10100.04%0.06%0.11%Q2 2020Q3 202210
UNH UNITEDHEALTH GROUP INC10100.02%0.06%0.25%Q2 2020Q3 202210
SPAB SPDR SER TR10100.01%0.06%0.17%Q4 2019Q1 202210
SLYV SPDR S&P 600 Small Cap...10100.01%0.05%0.07%Q2 2020Q3 202210
USRT ISHARES TR10100.02%0.05%0.19%Q2 2020Q3 202210
SUSA ISHARES TR10100.01%0.05%0.14%Q2 2020Q3 202210
DIS DISNEY WALT CO10100.02%0.04%0.07%Q2 2020Q3 202210
VZ VERIZON COMMUNICATIONS...10100.02%0.03%0.06%Q2 2020Q3 202210
T AT&T INC10100.01%0.03%0.05%Q2 2020Q3 202210
MUB ISHARES TR991.00%1.34%1.83%Q1 2020Q1 20229
IGSB ISHARES TR990.01%1.08%2.70%Q1 2020Q1 20229
SHYG ISHARES TR990.02%0.63%1.87%Q1 2020Q1 20229
OEF ISHARES TR990.02%0.57%2.10%Q3 2020Q3 20229
TFI SPDR SER TR990.20%0.52%0.97%Q1 2020Q1 20229
IEF ISHARES TR990.06%0.39%0.80%Q1 2020Q1 20229
SPIB SPDR SER TR990.06%0.36%1.40%Q1 2020Q1 20229
SPTL SPDR SER TR990.16%0.32%0.60%Q1 2020Q1 20229
SUB ISHARES TR990.04%0.19%0.36%Q1 2020Q1 20229
SPSB SPDR SER TR810.01%0.19%0.51%Q4 2019Q1 20229
IJT ISHARES TR990.04%0.15%0.45%Q3 2020Q3 20229
SMLF ISHARES TR990.02%0.15%0.33%Q3 2020Q3 20229
BIV VANGUARD BD INDEX FDS990.02%0.10%0.29%Q1 2020Q1 20229
VIG VANGUARD SPECIALIZED F...810.03%0.09%0.22%Q2 2020Q3 20229
IWM ISHARES TR720.02%0.09%0.28%Q2 2020Q3 20229
MA MasterCard Incorporate...990.02%0.07%0.13%Q3 2020Q3 20229
SCHK SCHWAB STRATEGIC TR990.02%0.06%0.11%Q2 2020Q2 20229
FB META PLATFORMS INC ...990.02%0.05%0.09%Q3 2020Q3 20229
FNDF SCHWAB STRATEGIC TR990.02%0.04%0.06%Q3 2020Q3 20229
XOM Exxon Mobile Corp720.02%0.04%0.13%Q2 2020Q3 20229
MMM 3M CO990.01%0.04%0.08%Q3 2020Q3 20229
CVX CHEVRON CORP NEW720.01%0.04%0.10%Q2 2020Q3 20229
JNK SPDR SER TR990.01%0.03%0.14%Q1 2020Q1 20229
ABT ABBOTT LABS990.02%0.03%0.06%Q3 2020Q3 20229
MCD MCDONALDS CORP990.02%0.03%0.07%Q3 2020Q3 20229
CSCO Cisco Systems Inc720.02%0.03%0.06%Q2 2020Q3 20229
DHR DANAHER CORPORATION990.02%0.03%0.07%Q3 2020Q3 20229
EMGF iShares MSCI Emerging ...990.01%0.02%0.04%Q3 2020Q3 20229
DGRW WisdomTree US Quality ...990.01%0.02%0.04%Q3 2020Q3 20229
DXJ WISDOMTREE TR990.01%0.02%0.04%Q3 2020Q3 20229
GTN GRAY TELEVISION INC990.01%0.01%0.04%Q1 2020Q1 20229
PTLC Pacer Trendpilot US La...880.04%1.18%2.00%Q3 2020Q2 20228
BND VANGUARD BD INDEX FDS440.02%1.18%3.46%Q1 2020Q1 20228
SPLB SPDR SER TR880.14%0.45%1.29%Q2 2020Q1 20228
DGRO ISHARES TR880.10%0.43%1.41%Q4 2020Q3 20228
IJS ISHARES TR880.02%0.27%1.40%Q4 2020Q3 20228
USXF ISHARES TR880.10%0.27%0.33%Q4 2020Q3 20228
IVW ISHARES TR710.12%0.25%0.61%Q3 2020Q3 20228
IAU ISHARES GOLD TRUST530.01%0.21%0.45%Q4 2018Q1 20218
PCI PIMCO DYNMIC CREDIT AN...880.08%0.21%0.35%Q4 2018Q3 20208
TLH ISHARES TR880.03%0.20%0.69%Q2 2020Q1 20228
PDI PIMCO DYNAMIC INCOME FD880.06%0.18%0.36%Q4 2018Q3 20208
IGLB ISHARES TR530.02%0.18%0.53%Q1 2020Q1 20228
RODM LATTICE STRATEGIES TR880.01%0.18%0.61%Q2 2020Q1 20228
FEZ SPDR INDEX SHS FDS530.04%0.15%0.28%Q2 2019Q3 20228
DMXF ISHARES TR880.08%0.14%0.20%Q4 2020Q3 20228
NOBL PROSHARES TR880.10%0.14%0.20%Q4 2020Q3 20228
IXUS ISHARES TR880.02%0.10%0.25%Q4 2020Q3 20228
USHY ISHARES TR880.01%0.10%0.16%Q2 2020Q1 20228
IEUR ISHARES TR620.01%0.07%0.12%Q4 2019Q3 20228
TSLA TESLA INC880.02%0.06%0.21%Q4 2020Q3 20228
SMDV PROSHARES TR880.03%0.05%0.08%Q4 2020Q3 20228
GBIL GOLDMAN SACHS ETF TR620.01%0.05%0.13%Q1 2020Q1 20228
PEP PEPSICO INC710.01%0.04%0.13%Q3 2020Q3 20228
DIA SPDR Dow Jones Industr...620.01%0.04%0.20%Q2 2020Q3 20228
SCHC SCHWAB STRATEGIC TR880.02%0.03%0.06%Q3 2020Q2 20228
COST COSTCO WHSL CORP NEW880.02%0.03%0.08%Q4 2020Q3 20228
WMT WALMART INC880.02%0.03%0.08%Q4 2020Q3 20228
ITEQ ETF MANAGERS TR880.01%0.03%0.06%Q2 2020Q1 20228
PFE PFIZER INC710.01%0.03%0.08%Q3 2020Q3 20228
QUS SPDR SER TR710.01%0.03%0.16%Q2 2019Q2 20228
PYPL Paypal Holdings Inc880.01%0.03%0.05%Q4 2020Q3 20228
IWN ISHARES TR880.02%0.03%0.05%Q4 2020Q3 20228
ACN Accenture PLC Ireland ...880.01%0.02%0.05%Q4 2020Q3 20228
PNC PNC FINL SVCS GROUP INC880.02%0.02%0.03%Q4 2020Q3 20228
NKE Nike Inc Cl B620.01%0.02%0.05%Q3 2020Q3 20228
CAT CATERPILLAR INC880.01%0.02%0.02%Q4 2020Q3 20228
EW EDWARDS LIFESCIENCES CORP880.01%0.02%0.02%Q4 2020Q3 20228
BLK BLACKROCK INC710.01%0.01%0.02%Q3 2020Q3 20228
CELGRT BRISTOL-MYERS SQUIBB CO880.00%0.00%0.01%Q2 2020Q1 20228
EFV ISHARES TR774.08%5.22%5.96%Q1 2021Q3 20227
SCHA Schwab US Small-Cap ETF770.08%0.58%0.89%Q1 2021Q3 20227
BBUS J P MORGAN EXCHANGE-TR...770.02%0.44%0.86%Q1 2021Q3 20227
HDV ISHARES TR610.01%0.43%1.67%Q3 2020Q3 20227
KKR KKR & CO INC430.01%0.21%0.58%Q1 2019Q1 20227
LDEM ISHARES TR770.06%0.15%0.25%Q1 2021Q3 20227
SLY SPDR S&P 600 Small Cap...770.01%0.10%0.14%Q1 2021Q3 20227
BLV VANGUARD BD INDEX FDS430.02%0.09%0.27%Q1 2020Q4 20217
TPHD TIMOTHY PLAN770.01%0.07%0.15%Q3 2019Q1 20217
ARKK ARK ETF TR770.02%0.06%0.11%Q3 2020Q1 20227
VYM VANGUARD WHITEHALL FDS770.02%0.06%0.10%Q1 2021Q3 20227
IWD ISHARES TR770.01%0.05%0.15%Q1 2021Q3 20227
ICSH ISHARES TR430.02%0.05%0.17%Q1 2020Q1 20227
ABBV ABBVIE INC770.02%0.04%0.12%Q1 2021Q3 20227
EFAD PROSHARES TR770.02%0.04%0.05%Q1 2021Q3 20227
VXUS Vanguard Total Intl St...770.01%0.04%0.09%Q1 2021Q3 20227
IWS ISHARES TR770.02%0.03%0.04%Q1 2021Q3 20227
VWOB VANGUARD WHITEHALL FDS520.01%0.03%0.09%Q1 2020Q4 20217
TGH TEXTAINER GROUP HOLDIN...770.02%0.03%0.04%Q2 2020Q4 20217
IWP ISHARES TR770.02%0.03%0.05%Q1 2021Q3 20227
LOW LOWES COS INC770.01%0.03%0.07%Q1 2021Q3 20227
SMMD ISHARES TR770.01%0.03%0.05%Q1 2021Q3 20227
IDU ISHARES TR610.01%0.03%0.08%Q1 2020Q1 20227
MDY SPDR S&P MIDCAP 400 ET...770.01%0.02%0.05%Q1 2021Q3 20227
IQLT ISHARES TR770.01%0.02%0.10%Q1 2021Q3 20227
INTC INTEL CORP610.01%0.02%0.05%Q3 2020Q3 20227
UNP Union Pacific Corp610.01%0.02%0.05%Q3 2020Q3 20227
TGT TARGET CORP310.01%0.02%0.02%Q3 2020Q3 20227
ORCL ORACLE CORP520.01%0.02%0.04%Q2 2020Q3 20227
BK BANK NEW YORK MELLON CORP610.01%0.02%0.03%Q4 2020Q3 20227
ADP Automatic Data Process...770.01%0.02%0.04%Q1 2021Q3 20227
CMCSA COMCAST CORP NEW770.01%0.02%0.03%Q1 2021Q3 20227
SFBS SERVISFIRST BANCSHARES...770.01%0.02%0.02%Q3 2020Q1 20227
MDYG SPDR S&P 400 Mid Cap G...610.01%0.02%0.06%Q1 2020Q3 20227
MGK VANGUARD WORLD FD770.01%0.01%0.03%Q1 2021Q3 20227
VBK Vanguard Small Cap Gro...610.01%0.01%0.02%Q3 2020Q3 20227
IWO ISHARES TR770.01%0.01%0.02%Q1 2021Q3 20227
SPGI S&P GLOBAL INC770.01%0.01%0.02%Q1 2021Q3 20227
JPST J P MORGAN EXCHANGE-TR...510.04%0.73%1.51%Q3 2020Q1 20226
IVLU ISHARES TR660.12%0.70%1.82%Q2 2021Q3 20226
EUSB ISHARES TR660.23%0.37%0.54%Q4 2020Q1 20226
SCHP SCHWAB STRATEGIC TR510.03%0.30%0.76%Q1 2020Q1 20226
BBIN J P MORGAN EXCHANGE-TR...660.02%0.27%0.45%Q2 2021Q3 20226
SCHV Schwab US Large-Cap Va...660.01%0.17%0.46%Q2 2021Q3 20226
DFUS Dimensional US Equity ETF660.12%0.16%0.18%Q2 2021Q3 20226
VPL Vanguard Pacific Stock...510.02%0.12%0.43%Q2 2019Q3 20226
JVAL JPMorgan US Value Fact...660.01%0.11%0.17%Q2 2021Q3 20226
FSK FS KKR CAPITAL CORP660.04%0.10%0.14%Q4 2018Q1 20206
JEPI J P MORGAN EXCHANGE-TR...660.03%0.08%0.19%Q2 2021Q3 20226
SUSB ISHARES TR510.02%0.07%0.16%Q3 2020Q1 20226
JPHY JP MORGAN EXCHANGE TRA...420.01%0.07%0.13%Q2 2019Q1 20226
MEAR ISHARES U S ETF TR660.03%0.07%0.19%Q4 2020Q1 20226
QYLD Global X NASDAQ 100 Co...660.02%0.06%0.15%Q1 2021Q2 20226
ACWI ISHARES TR510.01%0.06%0.25%Q3 2019Q1 20226
BBMC J P MORGAN EXCHANGE-TR...660.01%0.05%0.12%Q2 2021Q3 20226
VBR Vanguard Small Cap Val...660.03%0.05%0.09%Q2 2021Q3 20226
PRF Invesco FTSE RAFI US 1...660.03%0.05%0.08%Q2 2021Q3 20226
SCZ ISHARES TR660.01%0.05%0.22%Q2 2021Q3 20226
SPMD SPDR SER TR510.01%0.05%0.24%Q2 2019Q1 20226
GSLC GOLDMAN SACHS ETF TR660.02%0.05%0.09%Q2 2021Q3 20226
LLY LILLY ELI & CO510.01%0.05%0.12%Q3 2020Q3 20226
DFAC Dimensional US Core Eq...660.01%0.04%0.06%Q2 2021Q3 20226
IWR ISHARES TR510.02%0.04%0.07%Q3 2020Q3 20226
NVDA NVIDIA CORPORATION660.02%0.04%0.07%Q2 2021Q3 20226
CMF ISHARES TR510.01%0.04%0.16%Q3 2020Q1 20226
TMO THERMO FISHER SCIENTIF...510.01%0.03%0.09%Q3 2020Q3 20226
DTD WisdomTree US Total Di...660.01%0.03%0.07%Q2 2021Q3 20226
VTEB VANGUARD MUN BD FDS510.02%0.03%0.04%Q3 2020Q1 20226
GIGB GOLDMAN SACHS ETF TR330.01%0.03%0.07%Q1 2020Q3 20216
KO COCA COLA CO660.01%0.03%0.08%Q2 2021Q3 20226
MRK MERCK & CO INC660.01%0.03%0.08%Q2 2021Q3 20226
BBSC J P MORGAN EXCHANGE-TR...660.01%0.02%0.07%Q2 2021Q3 20226
IJJ ISHARES TR420.01%0.02%0.04%Q2 2020Q3 20226
XLG Invesco S&P 500 Top 50...660.01%0.02%0.08%Q2 2021Q3 20226
EFAV ISHARES TR660.01%0.02%0.04%Q4 2020Q1 20226
PMAY INNOVATOR ETFS TR420.01%0.02%0.03%Q3 2020Q1 20226
CFO VictoryShares US 500 E...660.01%0.02%0.03%Q2 2021Q3 20226
CVS CVS HEALTH CORP660.01%0.02%0.05%Q2 2021Q3 20226
GDX VANECK VECTORS ETF TR510.01%0.02%0.03%Q3 2020Q1 20226
SKYY First Trust Cloud Comp...660.01%0.02%0.03%Q2 2021Q3 20226
PAYX PAYCHEX INC410.01%0.02%0.05%Q3 2020Q3 20226
SCHD Schwab US Dividend Equ...660.01%0.01%0.02%Q2 2021Q3 20226
QCOM QUALCOMM INC660.01%0.01%0.03%Q2 2021Q3 20226
DUK DUKE ENERGY CORP NEW410.01%0.01%0.03%Q3 2020Q3 20226
ISRG INTUITIVE SURGICAL INC660.01%0.01%0.04%Q2 2021Q3 20226
MDT MEDTRONIC PLC660.01%0.01%0.02%Q2 2021Q3 20226
ETV EATON VANCE TAX-MANAGE...660.01%0.01%0.02%Q4 2020Q1 20226
GS GOLDMAN SACHS GROUP INC660.01%0.01%0.03%Q2 2021Q3 20226
SHW SHERWIN WILLIAMS CO660.01%0.01%0.01%Q2 2021Q3 20226
CTAS CINTAS CORP660.01%0.01%0.02%Q2 2021Q3 20226
IBB ISHARES TR420.01%0.01%0.01%Q1 2021Q3 20226
INFN INFINERA CORP660.00%0.00%0.01%Q4 2020Q1 20226
IUSB ISHARES TR552.81%3.58%4.72%Q1 2021Q1 20225
COMT ISHARES U S ETF TR550.15%1.59%2.40%Q1 2021Q1 20225
FALN ISHARES TR550.80%1.44%1.88%Q1 2021Q1 20225
SCHJ SCHWAB STRATEGIC TR550.01%1.12%1.84%Q1 2021Q1 20225
SPTI SPDR SER TR550.54%0.92%1.54%Q1 2021Q1 20225
TIP ISHARES TR550.16%0.80%1.88%Q1 2021Q1 20225
MINT PIMCO ETF TR550.14%0.49%1.14%Q4 2018Q4 20195
MGV VANGUARD WORLD FD550.13%0.20%0.30%Q4 2018Q4 20195
NVS NOVARTIS A G550.13%0.18%0.26%Q4 2018Q4 20195
ICVT ISHARES TR550.01%0.18%0.45%Q1 2021Q1 20225
SHM SPDR SER TR550.07%0.15%0.27%Q1 2021Q1 20225
HEFA ISHARES TR550.05%0.12%0.21%Q3 2021Q3 20225
BUD ANHEUSER BUSCH INBEV S...550.02%0.12%0.28%Q3 2019Q3 20205
PMAR INNOVATOR ETFS TR550.09%0.12%0.14%Q1 2021Q1 20225
SUSC ISHARES TR410.06%0.12%0.15%Q2 2020Q1 20225
JEMA J P MORGAN EXCHANGE-TR...550.02%0.11%0.15%Q3 2021Q3 20225
IGIB ISHARES TR320.01%0.11%0.43%Q4 2019Q4 20215
FTSM FIRST TR EXCHANGE-TRAD...550.02%0.09%0.22%Q4 2019Q4 20205
VYMI VANGUARD WHITEHALL FDS550.01%0.08%0.15%Q3 2021Q3 20225
IYF iShares US Financials ETF320.01%0.07%0.33%Q3 2020Q2 20225
EAGG ISHARES TR320.04%0.07%0.11%Q2 2020Q1 20225
JQUA JPMorgan US Quality Fa...550.02%0.06%0.11%Q3 2021Q3 20225
LMBS FIRST TR EXCHANGE-TRAD...550.01%0.05%0.14%Q1 2020Q1 20215
FLRT PACIFIC GLOBAL ETF TR410.01%0.05%0.13%Q1 2020Q2 20215
BBEU J P MORGAN EXCHANGE-TR...550.02%0.04%0.09%Q3 2021Q3 20225
ACWX ISHARES TR550.01%0.03%0.08%Q3 2021Q3 20225
GPN GLOBAL PMTS INC550.03%0.03%0.04%Q3 2021Q3 20225
PAPR INNOVATOR ETFS TR410.01%0.03%0.06%Q1 2020Q2 20215
BMY BRISTOL-MYERS SQUIBB CO550.01%0.03%0.08%Q3 2021Q3 20225
VCSH VANGUARD SCOTTSDALE FDS410.01%0.03%0.10%Q4 2019Q1 20225
ORLY OREILLY AUTOMOTIVE INC550.01%0.03%0.04%Q3 2021Q3 20225
RYE Invesco S&P 500 Equal ...550.02%0.03%0.03%Q3 2021Q3 20225
PM PHILIP MORRIS INTL INC550.01%0.02%0.05%Q3 2021Q3 20225
IJK ISHARES TR320.01%0.02%0.05%Q2 2020Q4 20215
LIN LINDE PLC550.01%0.02%0.06%Q3 2021Q3 20225
MDLZ Mondelez Intl Inc Cl A310.01%0.02%0.04%Q3 2020Q3 20225
ACWV iShares MSCI Global Mi...550.01%0.02%0.02%Q3 2021Q3 20225
Dimensional World ex U...550.01%0.02%0.03%Q3 2021Q3 20225
IXC ISHARES TR550.01%0.02%0.03%Q3 2021Q3 20225
LQDH ISHARES U S ETF TR550.01%0.02%0.02%Q4 2020Q4 20215
ESGV VANGUARD WORLD FD550.01%0.02%0.02%Q3 2021Q3 20225
SBUX STARBUCKS CORP550.01%0.02%0.04%Q3 2021Q3 20225
RDIV INVESCO EXCH TRADED FD...550.01%0.01%0.02%Q1 2021Q1 20225
MGC VANGUARD WORLD FD410.01%0.01%0.04%Q2 2021Q3 20225
BRKA BERKSHIRE HATHAWAY INC...550.01%0.01%0.02%Q1 2021Q1 20225
IBM Intl Business Machines550.01%0.01%0.03%Q3 2021Q3 20225
LGLV SPDR SSGA US Large Cap...550.01%0.01%0.02%Q2 2021Q2 20225
SCHM Schwab US Mid-Cap ETF550.01%0.01%0.02%Q2 2021Q2 20225
FXC INVESCO CURRENCYSHARES...550.01%0.01%0.02%Q1 2021Q1 20225
XEL XCEL ENERGY INC310.01%0.01%0.02%Q3 2020Q3 20225
VIGI VANGUARD WHITEHALL FDS550.01%0.01%0.01%Q3 2021Q3 20225
PEG PUBLIC SVC ENTERPRISE ...410.01%0.01%0.01%Q2 2021Q3 20225
LRCX LAM RESEARCH CORP310.01%0.01%0.02%Q3 2020Q3 20225
INTF ISHARES TR310.01%0.01%0.02%Q3 2020Q3 20225
RSP Invesco S&P 500 Equal ...410.01%0.01%0.01%Q2 2021Q3 20225
VONG VANGUARD SCOTTSDALE FDS410.01%0.01%0.02%Q2 2021Q3 20225
QDF FLEXSHARES TR320.01%0.01%0.01%Q2 2021Q3 20225
GENERAL ELECTRIC CO550.01%0.01%0.02%Q3 2021Q3 20225
STE STERIS PLC550.01%0.01%0.01%Q1 2021Q1 20225
NDRA ENDRA LIFE SCIENCES INC550.00%0.01%0.01%Q1 2021Q1 20225
IXG ISHARES TR440.06%1.29%2.04%Q2 2021Q1 20224
FDN First Trust Dow Jones ...220.01%0.22%0.55%Q3 2019Q3 20224
AVUS Avantis U.S. Equity ETF440.05%0.18%0.26%Q4 2021Q3 20224
JAGG J P MORGAN EXCHANGE-TR...440.02%0.15%0.37%Q2 2021Q1 20224
JCPB J P MORGAN EXCHANGE-TR...440.01%0.14%0.35%Q2 2021Q1 20224
C CITIGROUP INC210.01%0.12%0.44%Q1 2019Q3 20224
SJNK SPDR SER TR440.04%0.12%0.26%Q1 2020Q4 20204
HEDJ WISDOMTREE TR310.01%0.11%0.43%Q3 2020Q3 20224
AGZ ISHARES TR310.01%0.09%0.14%Q1 2021Q1 20224
FNDX SCHWAB STRATEGIC TR440.05%0.06%0.07%Q3 2021Q2 20224
DBEF Xtrackers MSCI EAFE He...440.02%0.05%0.08%Q4 2021Q3 20224
GSID Goldman Sachs MarketBe...440.01%0.05%0.09%Q4 2021Q3 20224
AVGO BROADCOM INC440.03%0.05%0.06%Q4 2021Q3 20224
JPUS J P MORGAN EXCHANGE-TR...440.01%0.04%0.06%Q4 2021Q3 20224
UBSI United Bankshares Inc ...440.04%0.04%0.04%Q4 2021Q3 20224
AMGN AMGEN INC220.02%0.04%0.09%Q3 2020Q3 20224
SLQD ISHARES TR440.01%0.04%0.08%Q1 2021Q4 20214
TXN Texas Instruments Inc310.01%0.03%0.08%Q3 2021Q3 20224
PSK SPDR SER TR440.01%0.03%0.05%Q3 2020Q2 20214
EMXC iShares MSCI Emerging ...440.01%0.03%0.04%Q3 2021Q2 20224
PFF ISHARES TR440.01%0.03%0.04%Q2 2021Q1 20224
MS MORGAN STANLEY220.01%0.03%0.05%Q2 2021Q3 20224
ITM VANECK VECTORS ETF TR440.01%0.03%0.05%Q2 2021Q1 20224
Vanguard Total Stock M...440.01%0.03%0.08%Q3 2021Q2 20224
RTX RAYTHEON TECHNOLOGIES ...440.01%0.03%0.06%Q4 2021Q3 20224
UPS United Parcel Service ...440.02%0.03%0.03%Q4 2021Q3 20224
PJUN INNOVATOR ETFS TR440.02%0.02%0.03%Q2 2021Q1 20224
JMOM JPMorgan US Momentum F...440.02%0.02%0.03%Q4 2021Q3 20224
NFLX NETFLIX INC220.01%0.02%0.04%Q2 2021Q3 20224
ETB EATON VANCE TAX MNGED ...440.01%0.02%0.03%Q2 2021Q1 20224
URTH iShares MSCI World ETF440.02%0.02%0.02%Q4 2021Q3 20224
LMT LOCKHEED MARTIN CORP210.01%0.02%0.03%Q3 2020Q3 20224
CB CHUBB LIMITED310.01%0.02%0.03%Q3 2021Q3 20224
CMBS ISHARES TR440.01%0.02%0.02%Q2 2021Q1 20224
TEAM ATLASSIAN CORP PLC440.01%0.02%0.02%Q2 2021Q1 20224
NOC Northrop Grumman Corp310.01%0.02%0.03%Q3 2021Q3 20224
AXP AMERICAN EXPRESS CO220.01%0.02%0.03%Q3 2021Q3 20224
ADBE ADOBE SYSTEMS INCORPOR...440.01%0.02%0.03%Q4 2021Q3 20224
STMP STAMPS COM INC440.01%0.01%0.02%Q4 2020Q3 20214
FSK FS KKR CAP CORP440.01%0.01%0.02%Q2 2021Q1 20224
MKC McCormick & Co Inc Non...440.01%0.01%0.02%Q2 2021Q1 20224
SYLD CAMBRIA ETF TR440.01%0.01%0.02%Q2 2021Q1 20224
American Funds Capital...440.01%0.01%0.02%Q3 2021Q2 20224
PSEP INNOVATOR ETFS TR310.01%0.01%0.02%Q1 2021Q1 20224
CCI CROWN CASTLE INTL CORP...220.01%0.01%0.02%Q3 2021Q3 20224
SO SOUTHERN CO440.01%0.01%0.02%Q4 2021Q3 20224
FTCS First Trust Capital St...440.01%0.01%0.01%Q4 2021Q3 20224
CDC VICTORY PORTFOLIOS II440.01%0.01%0.02%Q2 2021Q1 20224
SDY SPDR S&P Dividend ETF310.01%0.01%0.01%Q3 2021Q3 20224
PDN INVESCO EXCH TRADED FD...440.01%0.01%0.01%Q1 2021Q4 20214
MDYV SPDR S&P 400 Mid Cap V...440.01%0.01%0.02%Q4 2021Q3 20224
CLX CLOROX CO DEL440.01%0.01%0.01%Q1 2021Q4 20214
SYY SYSCO CORP220.01%0.01%0.01%Q3 2021Q3 20224
BCAT BLACKROCK CAP ALLOCATI...440.01%0.01%0.01%Q2 2021Q1 20224
IBMM ISHARES TR440.01%0.01%0.01%Q1 2021Q4 20214
IBML ISHARES TR440.01%0.01%0.01%Q1 2021Q4 20214
NUE NUCOR CORP310.01%0.01%0.01%Q3 2021Q3 20224
BAM BROOKFIELD ASSET MGMT INC440.01%0.01%0.01%Q2 2021Q1 20224
ABC AMERISOURCEBERGEN CORP440.01%0.01%0.01%Q2 2021Q1 20224
TROW PRICE T ROWE GROUP INC310.01%0.01%0.01%Q2 2021Q3 20224
Vanguard Balanced Inde...440.01%0.01%0.01%Q3 2021Q2 20224
TILRAY INC310.00%0.00%0.00%Q1 2021Q1 20224
EWJ iShares MSCI Japan ETF210.01%0.34%0.53%Q3 2019Q3 20213
IMTB ISHARES TR330.20%0.28%0.40%Q1 2021Q3 20213
EWL ISHARES INC330.24%0.26%0.29%Q2 2019Q4 20193
WPC W P CAREY INC330.15%0.25%0.40%Q4 2018Q2 20193
STZ Constellation Brands I...210.01%0.24%0.70%Q1 2019Q3 20223
IBTX INDEPENDENT BK GROUP INC330.10%0.22%0.41%Q4 2019Q2 20203
SPIP SPDR SER TR330.13%0.19%0.27%Q3 2021Q1 20223
NWBI NORTHWEST BANCSHARES I...330.12%0.17%0.21%Q4 2018Q2 20193
MCHI ISHARES TR210.05%0.15%0.35%Q2 2019Q3 20223
EWN ISHARES INC330.11%0.12%0.13%Q2 2019Q4 20193
IGM iShares Expanded Tech ...330.08%0.10%0.12%Q1 2022Q3 20223
STIP ISHARES TR330.02%0.08%0.11%Q3 2021Q1 20223
IBD NORTHERN LTS FD TR IV330.03%0.07%0.10%Q4 2019Q2 20203
SHY ISHARES TR330.01%0.06%0.09%Q3 2021Q1 20223
STPZ PIMCO ETF TR330.04%0.06%0.07%Q3 2021Q1 20223
MLPA Global X MLP ETF330.03%0.05%0.08%Q1 2022Q3 20223
IYR iShares US Real Estate...110.01%0.04%0.10%Q1 2020Q3 20223
PJUL INNOVATOR ETFS TR330.04%0.04%0.04%Q3 2021Q1 20223
EPS WisdomTree US Earnings...330.02%0.04%0.05%Q1 2022Q3 20223
PDBC INVESCO ACTIVLY MANGD ...210.01%0.03%0.08%Q4 2019Q3 20213
GLDM WORLD GOLD TR330.01%0.03%0.07%Q2 2021Q4 20213
ZTS Zoetis Inc Cl A210.02%0.03%0.04%Q3 2020Q3 20223
COP ConocoPhillips210.01%0.03%0.06%Q3 2021Q3 20223
INTU Intuit210.01%0.03%0.05%Q3 2021Q3 20223
ILTB ISHARES TR210.01%0.03%0.05%Q1 2021Q1 20223
DWM WISDOMTREE TR330.01%0.02%0.04%Q1 2022Q3 20223
CRM Salesforce.com Inc210.02%0.02%0.04%Q3 2021Q3 20223
USMF WisdomTree U.S. Multif...330.01%0.02%0.03%Q1 2022Q3 20223
MMC Marsh & McLennan Cos Inc330.01%0.02%0.03%Q1 2022Q3 20223
JPEM J P MORGAN EXCHANGE-TR...330.01%0.02%0.03%Q1 2022Q3 20223
DON WisdomTree US MidCap D...330.01%0.02%0.03%Q1 2022Q3 20223
ADI Analog Devices Inc210.01%0.02%0.04%Q3 2021Q3 20223
VSS VANGUARD INTL EQUITY I...330.02%0.02%0.02%Q2 2021Q4 20213
GTO INVESCO ACTIVELY MANAG...210.01%0.02%0.02%Q2 2021Q1 20223
WM WASTE MGMT INC DEL210.01%0.02%0.03%Q3 2020Q3 20223
FSKR FS KKR CAP CORP II330.02%0.02%0.02%Q3 2020Q1 20213
IGRO ISHARES TR330.01%0.02%0.04%Q1 2022Q3 20223
DEM WISDOMTREE TR210.02%0.02%0.02%Q3 2020Q3 20223
IYJ iShares US Industrials...330.01%0.02%0.02%Q4 2021Q2 20223
BBRE J P MORGAN EXCHANGE-TR...330.01%0.02%0.03%Q3 2021Q1 20223
NLY ANNALY CAPITAL MANAGEM...330.01%0.02%0.02%Q3 2021Q1 20223
MO ALTRIA GROUP INC330.01%0.02%0.03%Q1 2022Q3 20223
RXI ISHARES TR330.01%0.02%0.02%Q1 2022Q3 20223
INSP INSPIRE MED SYS INC330.02%0.02%0.02%Q3 2021Q1 20223
BKNG Booking Holdings Inc210.01%0.02%0.03%Q3 2021Q3 20223
FPE FIRST TR EXCH TRADED F...330.01%0.02%0.02%Q2 2021Q4 20213
NXP NUVEEN SELECT TAX-FREE...210.01%0.02%0.02%Q2 2020Q2 20213
NXQ NUVEEN SELECT TAX FREE...210.01%0.01%0.02%Q2 2020Q2 20213
PAUG INNOVATOR ETFS TR330.01%0.01%0.02%Q3 2021Q1 20223
AMD Advanced Micro Devices...210.01%0.01%0.02%Q3 2021Q3 20223
PGX INVESCO EXCH TRADED FD...330.01%0.01%0.02%Q1 2021Q3 20213
SPGM SPDR Portfolio MSCI Gl...330.01%0.01%0.02%Q1 2022Q3 20223
IYM iShares US Basic Mater...330.01%0.01%0.02%Q1 2022Q3 20223
American Funds Growth ...330.01%0.01%0.01%Q4 2021Q2 20223
DGS WISDOMTREE TR330.01%0.01%0.02%Q1 2022Q3 20223
GSG ISHARES S&P GSCI COMMO...330.01%0.01%0.02%Q3 2021Q1 20223
GD GENERAL DYNAMICS CORP210.01%0.01%0.02%Q2 2021Q3 20223
BDX Becton Dickinson & Co330.01%0.01%0.02%Q1 2022Q3 20223
APD AIR PRODS & CHEMS INC210.01%0.01%0.02%Q4 2021Q3 20223
BLL BALL CORP330.01%0.01%0.02%Q3 2021Q1 20223
PXF Invesco FTSE RAFI Dev ...330.01%0.01%0.02%Q1 2022Q3 20223
IDEV ISHARES TR330.01%0.01%0.01%Q1 2022Q3 20223
IQDG WISDOMTREE TR330.01%0.01%0.02%Q1 2022Q3 20223
BX BLACKSTONE INC330.01%0.01%0.01%Q3 2021Q1 20223
MCHP Microchip Technology Inc330.01%0.01%0.02%Q1 2022Q3 20223
PFM INVESCO EXCHANGE TRADE...330.01%0.01%0.01%Q1 2022Q3 20223
PLD PROLOGIS INC.210.01%0.01%0.02%Q4 2021Q3 20223
ALB ALBEMARLE CORP210.01%0.01%0.01%Q3 2021Q3 20223
USB US Bancorp Del330.01%0.01%0.01%Q1 2022Q3 20223
JPME J P MORGAN EXCHANGE-TR...330.01%0.01%0.01%Q1 2022Q3 20223
IAU ISHARES GOLD TR210.01%0.01%0.01%Q2 2021Q1 20223
American Funds Capital...330.01%0.01%0.01%Q4 2021Q2 20223
EWGS ISHARES TR330.01%0.01%0.01%Q2 2021Q4 20213
GE GENERAL ELECTRIC CO210.01%0.01%0.01%Q2 2020Q2 20213
VFQY VANGUARD WELLINGTON FD330.01%0.01%0.01%Q3 2021Q1 20223
IWY ISHARES TR330.01%0.01%0.01%Q1 2022Q3 20223
Vanguard Information T...330.01%0.01%0.01%Q4 2021Q2 20223
F Ford Motor Co330.01%0.01%0.01%Q1 2022Q3 20223
PRU Prudential Financial Inc330.01%0.01%0.01%Q1 2022Q3 20223
DOV Dover Corp210.01%0.01%0.01%Q3 2021Q3 20223
RYU Invesco S&P 500 Equal ...330.01%0.01%0.01%Q4 2021Q2 20223
VIOO VANGUARD ADMIRAL FDS INC210.01%0.01%0.01%Q2 2021Q1 20223
NUSI ETF SER SOLUTIONS330.01%0.01%0.01%Q3 2021Q1 20223
BGCP BGC PARTNERS INC330.00%0.01%0.01%Q3 2021Q1 20223
Janus Henderson Forty ...210.01%0.01%0.01%Q3 2021Q2 20223
MSEX MIDDLESEX WTR CO330.01%0.01%0.01%Q3 2021Q1 20223
Eaton Vance Emerging M...330.00%0.00%0.00%Q4 2021Q2 20223
EEMV iShares MSCI Emerg Mkt...221.51%1.51%1.51%Q2 2022Q3 20222
VTC VANGUARD SCOTTSDALE FDS221.32%1.42%1.53%Q1 2021Q2 20212
EELV Invesco S&P Emerging M...221.23%1.26%1.29%Q2 2022Q3 20222
IEV iShares Europe ETF220.40%0.80%1.21%Q2 2022Q3 20222
IFRA iShares US Infrastruct...220.53%0.69%0.85%Q2 2022Q3 20222
SCHI SCHWAB STRATEGIC TR220.01%0.46%0.92%Q1 2021Q2 20212
GM GENERAL MTRS CO110.02%0.38%0.74%Q1 2019Q3 20222
CMDY ISHARES U S ETF TR220.20%0.24%0.28%Q4 2021Q1 20222
XHB SPDR S&P Homebuilders ETF110.01%0.24%0.46%Q3 2019Q3 20222
FXI ISHARES TR220.21%0.22%0.22%Q3 2019Q4 20192
LCTU Blackrock U.S. Carbon ...220.12%0.17%0.22%Q2 2022Q3 20222
FBCG Fidelity Blue Chip Gro...220.14%0.14%0.15%Q2 2022Q3 20222
EZU ISHARES INC220.14%0.14%0.15%Q3 2019Q4 20192
IWL iShares Russell Top 20...220.11%0.13%0.15%Q2 2022Q3 20222
DYLS WISDOMTREE TR220.10%0.12%0.14%Q4 2019Q1 20202
Fidelity 500 Index Fund110.11%0.12%0.12%Q3 2021Q2 20222
EWY ISHARES INC220.10%0.11%0.11%Q3 2019Q4 20192
TDVG T ROWE PRICE DIVIDEND ...220.01%0.10%0.19%Q2 2022Q3 20222
EWH ISHARES INC220.10%0.10%0.11%Q3 2019Q4 20192
IGF ISHARES TR110.03%0.07%0.12%Q3 2020Q3 20222
VONV Vanguard Russell 1000 ...220.01%0.06%0.12%Q2 2022Q3 20222
BBCA JPMorgan BetaBuilders ...110.01%0.06%0.10%Q3 2021Q2 20222
DLN WisdomTree US LargeCap...220.04%0.04%0.05%Q2 2022Q3 20222
SPMB SPDR SER TR220.03%0.04%0.05%Q2 2020Q3 20202
Vanguard 500 Index Fund220.01%0.04%0.07%Q1 2022Q2 20222
IRT INDEPENDENCE RLTY TR INC220.02%0.03%0.04%Q4 2021Q1 20222
LRGF iShares MSCI USA Multi...220.02%0.03%0.04%Q2 2022Q3 20222
SCHW Charles Schwab Corp220.01%0.03%0.05%Q2 2022Q3 20222
DE Deere & Co220.01%0.03%0.05%Q2 2022Q3 20222
NXPI NXP Semiconductors NV110.02%0.03%0.03%Q3 2021Q3 20222
TMUS T-Mobile US Inc220.01%0.02%0.04%Q2 2022Q3 20222
VONE Vanguard Russell 1000 ...220.02%0.02%0.03%Q2 2022Q3 20222
ANTM ELEVANCE HEALTH INC220.01%0.02%0.03%Q2 2022Q3 20222
AMT American Tower Corp220.01%0.02%0.03%Q2 2022Q3 20222
NSC Norfolk Southern Corp110.02%0.02%0.03%Q3 2021Q3 20222
THQ TEKLA HEALTHCARE OPPOR...220.02%0.02%0.02%Q4 2021Q1 20222
GDV GABELLI DIVID & INCOME TR220.02%0.02%0.02%Q4 2021Q1 20222
TY TRI CONTL CORP220.02%0.02%0.02%Q4 2021Q1 20222
PGR Progressive Corp220.01%0.02%0.03%Q2 2022Q3 20222
SCD LMP CAP & INCOME FD INC220.02%0.02%0.02%Q4 2021Q1 20222
RVT ROYCE VALUE TR INC220.02%0.02%0.02%Q4 2021Q1 20222
TJX Tjx Cos Inc220.01%0.02%0.03%Q2 2022Q3 20222
SYK Stryker Corporation220.01%0.02%0.03%Q2 2022Q3 20222
BST BLACKROCK SCIENCE & TE...220.02%0.02%0.02%Q4 2021Q1 20222
ITW Illinois Tool Works Inc220.01%0.02%0.03%Q2 2022Q3 20222
BSX Boston Scientific Corp110.01%0.02%0.03%Q3 2021Q3 20222
FISV Fiserv Inc110.02%0.02%0.02%Q3 2021Q3 20222
BABA ALIBABA GROUP HLDG LTD110.01%0.02%0.03%Q3 2020Q2 20212
DSL DOUBLELINE INCOME SOLU...220.01%0.02%0.02%Q2 2020Q3 20202
RQI COHEN & STEERS QUALITY...220.02%0.02%0.02%Q4 2021Q1 20222
CI Cigna Corp220.01%0.02%0.03%Q2 2022Q3 20222
HUM Humana Inc220.01%0.02%0.02%Q2 2022Q3 20222
AMAT Applied Materials Inc220.01%0.02%0.02%Q2 2022Q3 20222
IGE iShares North American...220.01%0.02%0.03%Q2 2022Q3 20222
RSG Republic Services Inc220.01%0.02%0.02%Q2 2022Q3 20222
GILD Gilead Sciences Inc220.01%0.02%0.03%Q2 2022Q3 20222
VTHR VANGUARD SCOTTSDALE FDS110.01%0.02%0.03%Q1 2022Q3 20222
AVUV Avantis U.S. Small Cap...220.02%0.02%0.02%Q2 2022Q3 20222
DG Dollar General Corp220.01%0.02%0.02%Q2 2022Q3 20222
PDEC INNOVATOR ETFS TR220.02%0.02%0.02%Q4 2021Q1 20222
MCK Mckesson Corp220.01%0.02%0.02%Q2 2022Q3 20222
RWL Invesco S&P 500 Revenu...220.01%0.02%0.02%Q2 2022Q3 20222
AAXJ ISHARES TR220.01%0.02%0.02%Q2 2021Q3 20212
PXD Pioneer Natural Resour...110.01%0.02%0.02%Q3 2021Q3 20222
PACER FDS TR220.01%0.02%0.02%Q4 2021Q1 20222
CET CENTRAL SECS CORP220.01%0.02%0.02%Q4 2021Q1 20222
VRTX Vertex Pharmaceuticals...220.01%0.02%0.02%Q2 2022Q3 20222
PAVE Global X US Infrastruc...220.01%0.02%0.02%Q2 2022Q3 20222
CII BLACKROCK ENHANCD CAP ...220.01%0.01%0.02%Q4 2021Q1 20222
TFC Truist Financial Corp220.01%0.01%0.02%Q2 2022Q3 20222
MCO MOODYS CORP110.01%0.01%0.02%Q3 2020Q3 20222
BDJ BLACKROCK ENHANCED EQU...220.01%0.01%0.02%Q4 2021Q1 20222
CSQ CALAMOS STRATEGIC TOTA...220.01%0.01%0.02%Q4 2021Q1 20222
FFA FIRST TR ENHANCED EQUI...220.01%0.01%0.02%Q4 2021Q1 20222
XYLD Global X S&P 500 Cover...220.01%0.01%0.02%Q1 2022Q2 20222
TRV Travelers Companies Inc110.01%0.01%0.02%Q1 2022Q3 20222
EOG Eog Resources Inc220.01%0.01%0.02%Q2 2022Q3 20222
ATVI Activision Blizzard Inc220.01%0.01%0.02%Q2 2022Q3 20222
BSTZ BLACKROCK SCIENCE & TE...220.01%0.01%0.01%Q4 2021Q1 20222
CCD CALAMOS DYNAMIC CONV &...220.01%0.01%0.01%Q4 2021Q1 20222
AON AON PLC Cl A220.01%0.01%0.02%Q2 2022Q3 20222
FDEU FIRST TR DYNAMIC EUROP...220.01%0.01%0.01%Q4 2021Q1 20222
DFAS Dimensional US Small C...220.01%0.01%0.02%Q2 2022Q3 20222
DGRS WisdomTree US SmallCap...220.01%0.01%0.01%Q2 2022Q3 20222
ET ENERGY TRANSFER LP220.01%0.01%0.02%Q2 2020Q3 20202
LHX L3harris Technologies Inc220.01%0.01%0.02%Q2 2022Q3 20222
WTMF WisdomTree Managed Fut...220.01%0.01%0.02%Q2 2022Q3 20222
NIE VIRTUS ALLIANZGI EQUIT...220.01%0.01%0.01%Q4 2021Q1 20222
BIGZ BLACKROCK INNOVATION A...220.01%0.01%0.01%Q4 2021Q1 20222
MPC Marathon Petroleum Corp220.01%0.01%0.02%Q2 2022Q3 20222
CME Cme Group Inc220.01%0.01%0.01%Q2 2022Q3 20222
MUI BLACKROCK MUNICIPAL IN...220.01%0.01%0.01%Q3 2021Q4 20212
PTBD PACER FDS TR220.01%0.01%0.01%Q4 2021Q1 20222
MET MetLife Inc220.01%0.01%0.02%Q2 2022Q3 20222
GPC Genuine Parts Co220.01%0.01%0.02%Q2 2022Q3 20222
YUM Yum Brands Inc110.01%0.01%0.01%Q3 2021Q3 20222
EMR Emerson Electric Co220.01%0.01%0.01%Q2 2022Q3 20222
APH Amphenol Corp Cl A220.01%0.01%0.02%Q2 2022Q3 20222
PPG PPG Industries Inc110.01%0.01%0.01%Q3 2021Q3 20222
ZBH Zimmer Biomet Holdings...110.01%0.01%0.01%Q3 2021Q3 20222
KLAC KLA Corp220.01%0.01%0.01%Q2 2022Q3 20222
EQIX Equinix Inc220.01%0.01%0.01%Q2 2022Q3 20222
ALL Allstate Corp220.01%0.01%0.01%Q2 2022Q3 20222
CL Colgate Palmolive Co220.01%0.01%0.01%Q2 2022Q3 20222
PSA Public Storage220.01%0.01%0.01%Q2 2022Q3 20222
IGV ISHARES TR110.01%0.01%0.01%Q4 2021Q3 20222
AEP American Electric Powe...110.01%0.01%0.01%Q1 2022Q3 20222
FIS Fidelity Natl Informat...110.01%0.01%0.01%Q3 2021Q3 20222
JIDA Jpmorgan Activebuilder...220.01%0.01%0.01%Q2 2022Q3 20222
NOW Servicenow Inc220.01%0.01%0.01%Q2 2022Q3 20222
VLO Valero Energy Corp220.01%0.01%0.01%Q2 2022Q3 20222
AME Ametek Inc110.01%0.01%0.01%Q3 2021Q3 20222
EL Lauder Estee Cos Inc Cl A220.01%0.01%0.01%Q2 2022Q3 20222
ICE Intercontinental Excha...220.01%0.01%0.01%Q2 2022Q3 20222
RESP WISDOMTREE U.S. ESG FUND220.01%0.01%0.01%Q2 2022Q3 20222
RBC REGAL REXNORD CORPORATION220.01%0.01%0.01%Q4 2021Q1 20222
Vanguard Capital Oppor...220.01%0.01%0.01%Q4 2021Q1 20222
WCN Waste Connections Inc110.01%0.01%0.01%Q3 2021Q3 20222
DLTR Dollar Tree Inc220.01%0.01%0.01%Q2 2022Q3 20222
PWR Quanta Services Inc220.01%0.01%0.01%Q2 2022Q3 20222
RYT INVESCO EXCHANGE TRADE...220.01%0.01%0.01%Q4 2021Q1 20222
ISTB ISHARES TR220.01%0.01%0.01%Q2 2021Q3 20212
PNOV INNOVATOR ETFS TR220.01%0.01%0.01%Q4 2021Q1 20222
VXF VANGUARD INDEX FDS220.01%0.01%0.01%Q2 2021Q3 20212
American Funds Income ...110.01%0.01%0.01%Q3 2021Q2 20222
RESD WISDOMTREE INTERNATION...220.01%0.01%0.01%Q2 2022Q3 20222
PLTR PALANTIR TECHNOLOGIES INC220.01%0.01%0.01%Q2 2021Q3 20212
American Funds Income ...110.01%0.01%0.01%Q4 2021Q2 20222
DLS WisdomTree Internation...220.01%0.01%0.01%Q2 2022Q3 20222
SPHQ Invesco S&P 500 Qualit...110.01%0.01%0.01%Q1 2022Q3 20222
Federated Hermes Kaufm...220.01%0.01%0.01%Q3 2021Q4 20212
MOAT VANECK ETF TRUST220.01%0.01%0.01%Q4 2021Q1 20222
JMIN JPMorgan US Minimum Vo...220.01%0.01%0.01%Q1 2022Q2 20222
POCT INNOVATOR ETFS TR220.01%0.01%0.01%Q4 2021Q1 20222
Franklin Income Fund220.00%0.00%0.00%Q1 2022Q2 20222
SPY SPDR S&P 500 ETF TR220.00%0.00%0.00%Q2 2020Q3 20202
JPMorgan US Equity Fund111.93%1.93%1.93%Q2 2022Q2 20221
NexPoint Merger Arbitr...111.87%1.87%1.87%Q2 2022Q2 20221
BlackRock Tactical Opp...111.79%1.79%1.79%Q2 2022Q2 20221
BlackRock Internationa...110.94%0.94%0.94%Q2 2022Q2 20221
JOHCM International Se...110.70%0.70%0.70%Q2 2022Q2 20221
BlackRock Equity Divid...110.54%0.54%0.54%Q2 2022Q2 20221
MFS Core Equity Fund110.48%0.48%0.48%Q2 2022Q2 20221
Fidelity Total Market ...110.48%0.48%0.48%Q2 2022Q2 20221
BlackRock Sustainable ...110.48%0.48%0.48%Q2 2022Q2 20221
IHF ISHARES TR110.40%0.40%0.40%Q1 2019Q1 20191
IWX iShares Russell Top 20...110.37%0.37%0.37%Q3 2022Q3 20221
CWI SPDR INDEX SHS FDS110.36%0.36%0.36%Q1 2019Q1 20191
BlackRock GA Disciplin...110.29%0.29%0.29%Q2 2022Q2 20221
Victory Market Neutral...110.29%0.29%0.29%Q2 2022Q2 20221
BlackRock Event Driven...110.26%0.26%0.26%Q2 2022Q2 20221
BlackRock GA Dynamic Eq110.24%0.24%0.24%Q2 2022Q2 20221
DFA US Core Equity II ...110.24%0.24%0.24%Q2 2022Q2 20221
EWG ISHARES INC110.23%0.23%0.23%Q2 2019Q2 20191
JHancock Disciplined V...110.22%0.22%0.22%Q2 2022Q2 20221
Hartford Core Equity Fund110.21%0.21%0.21%Q2 2022Q2 20221
BlackRock Technology O...110.21%0.21%0.21%Q2 2022Q2 20221
Imgp Dbi Managed Futur...110.20%0.20%0.20%Q3 2022Q3 20221
DFA US Core Equity 1 P...110.19%0.19%0.19%Q2 2022Q2 20221
CGW INVESCO EXCHNG TRADED ...110.19%0.19%0.19%Q3 2019Q3 20191
Six Circles U.S. Uncon...110.17%0.17%0.17%Q3 2021Q3 20211
IXJ iShares Global Healthc...110.17%0.17%0.17%Q3 2022Q3 20221
HSIC HENRY SCHEIN INC110.17%0.17%0.17%Q1 2019Q1 20191
AIA ISHARES TR110.15%0.15%0.15%Q2 2019Q2 20191
IAT ISHARES TR110.15%0.15%0.15%Q3 2019Q3 20191
Goldman Sachs GQG Part...110.15%0.15%0.15%Q2 2022Q2 20221
BlackRock Global Alloc...110.14%0.14%0.14%Q2 2022Q2 20221
XBI SPDR SERIES TRUST110.14%0.14%0.14%Q3 2019Q3 20191
EWW ISHARES INC110.14%0.14%0.14%Q3 2019Q3 20191
American Funds Europac...110.13%0.13%0.13%Q2 2022Q2 20221
JPMorgan Emerging Mark...110.12%0.12%0.12%Q2 2022Q2 20221
BBJP JPMorgan BetaBuilders ...110.12%0.12%0.12%Q3 2021Q3 20211
AL AIR LEASE CORP110.11%0.11%0.11%Q2 2019Q2 20191
Fidelity Advisor Focus...110.11%0.11%0.11%Q2 2022Q2 20221
EWT ISHARES INC110.10%0.10%0.10%Q4 2019Q4 20191
DFA International Vect...110.10%0.10%0.10%Q2 2022Q2 20221
Fidelity Mid Cap Index...110.10%0.10%0.10%Q2 2022Q2 20221
BBEU JPMorgan BetaBuilders ...110.10%0.10%0.10%Q3 2021Q3 20211
DFA US Large Company P...110.09%0.09%0.09%Q2 2022Q2 20221
INFO IHS MARKIT LTD110.09%0.09%0.09%Q4 2019Q4 20191
FLOT ISHARES TR110.09%0.09%0.09%Q1 2022Q1 20221
XSD SPDR SER TR110.09%0.09%0.09%Q4 2020Q4 20201
DBC INVESCO DB COMMDY INDX...110.08%0.08%0.08%Q3 2019Q3 20191
PTIN PACER FDS TR110.08%0.08%0.08%Q3 2020Q3 20201
Six Circles Internatio...110.08%0.08%0.08%Q3 2021Q3 20211
BlackRock Emerging Mar...110.08%0.08%0.08%Q2 2022Q2 20221
Fidelity Advisor Overs...110.08%0.08%0.08%Q2 2022Q2 20221
American Funds Intl Gr...110.08%0.08%0.08%Q2 2022Q2 20221
JPMorgan Hedged Equity...110.07%0.07%0.07%Q2 2022Q2 20221
Fidelity Small Cap Gro...110.07%0.07%0.07%Q2 2022Q2 20221
Undiscovered Managers ...110.07%0.07%0.07%Q2 2022Q2 20221
JPMorgan US Equity Fund110.07%0.07%0.07%Q2 2022Q2 20221
JHancock Small Cap Cor...110.07%0.07%0.07%Q2 2022Q2 20221
DCI DONALDSON INC110.06%0.06%0.06%Q1 2020Q1 20201
Principal MidCap Fund110.06%0.06%0.06%Q2 2022Q2 20221
MFS Mid Cap Growth Fund110.06%0.06%0.06%Q2 2022Q2 20221
Fidelity Large Cap Gro...110.06%0.06%0.06%Q2 2022Q2 20221
EUSA ISHARES INC110.06%0.06%0.06%Q1 2020Q1 20201
Fidelity Adv Equity In...110.06%0.06%0.06%Q2 2022Q2 20221
AOM ISHARES TR110.06%0.06%0.06%Q4 2020Q4 20201
Fidelity Global ex US ...110.05%0.05%0.05%Q2 2022Q2 20221
PII POLARIS INC110.05%0.05%0.05%Q3 2020Q3 20201
Fidelity International...110.05%0.05%0.05%Q3 2021Q3 20211
BlackRock 60/40 Target...110.05%0.05%0.05%Q2 2022Q2 20221
SEI Tax-Managed Large ...110.05%0.05%0.05%Q2 2022Q2 20221
Schwab S&P 500 Index Fund110.05%0.05%0.05%Q2 2022Q2 20221
Fidelity Mid Cap Value...110.05%0.05%0.05%Q2 2022Q2 20221
XRT SPDR SER TR110.04%0.04%0.04%Q3 2021Q3 20211
JPMorgan Large Cap Gro...110.04%0.04%0.04%Q2 2022Q2 20221
FXO FIRST TR EXCHANGE TRAD...110.04%0.04%0.04%Q4 2021Q4 20211
BlackRock Health Scien...110.04%0.04%0.04%Q2 2022Q2 20221
BlackRock Global Divid...110.04%0.04%0.04%Q2 2022Q2 20221
DFA International Core...110.04%0.04%0.04%Q2 2022Q2 20221
Fidelity International...110.04%0.04%0.04%Q2 2022Q2 20221
PEJ INVESCO EXCHANGE TRADE...110.04%0.04%0.04%Q2 2020Q2 20201
Fidelity Advisor Small...110.04%0.04%0.04%Q2 2022Q2 20221
REGN Regeneron Pharmaceuticals110.04%0.04%0.04%Q3 2022Q3 20221
Mairs & Power Growth Fund110.04%0.04%0.04%Q2 2022Q2 20221
JPMorgan Large Cap Val...110.03%0.03%0.03%Q2 2022Q2 20221
BlackRock All Cap Ener...110.03%0.03%0.03%Q2 2022Q2 20221
BBAX JPMorgan BetaBuilders ...110.03%0.03%0.03%Q3 2021Q3 20211
DFA US Large Cap Growt...110.03%0.03%0.03%Q2 2022Q2 20221
RTM INVESCO EXCHANGE TRADE...110.03%0.03%0.03%Q1 2022Q1 20221
American Funds Income ...110.03%0.03%0.03%Q2 2022Q2 20221
DFA International Smal...110.03%0.03%0.03%Q2 2022Q2 20221
DFA Emerging Markets P...110.03%0.03%0.03%Q2 2022Q2 20221
BlackRock High Equity ...110.03%0.03%0.03%Q2 2022Q2 20221
MainStay Funds CBRE Gl...110.03%0.03%0.03%Q2 2022Q2 20221
OVL Overlay Shares Large C...110.03%0.03%0.03%Q3 2022Q3 20221
SPGP Invesco S&P 500 GARP ETF110.03%0.03%0.03%Q3 2022Q3 20221
TARGET CORP110.03%0.03%0.03%Q4 2021Q4 20211
XLSR SSGA ACTIVE TR110.03%0.03%0.03%Q3 2020Q3 20201
GQG Partners Emerging ...110.03%0.03%0.03%Q2 2022Q2 20221
Dimensional Internatio...110.03%0.03%0.03%Q3 2022Q3 20221
ETN Eaton Corp PLC110.03%0.03%0.03%Q3 2022Q3 20221
Schwab 1000 Index Fund110.03%0.03%0.03%Q2 2022Q2 20221
FISR SSGA ACTIVE TR110.03%0.03%0.03%Q3 2020Q3 20201
DFA Emerging Markets C...110.02%0.02%0.02%Q2 2022Q2 20221
ONEQ Fidelity Nasdaq Compos...110.02%0.02%0.02%Q3 2022Q3 20221
FBND FIDELITY MERRIMACK STR TR110.02%0.02%0.02%Q1 2022Q1 20221
HYXF ISHARES TR110.02%0.02%0.02%Q1 2022Q1 20221
VTWV VANGUARD SCOTTSDALE FDS110.02%0.02%0.02%Q1 2022Q1 20221
Vanguard International...110.02%0.02%0.02%Q2 2022Q2 20221
Fidelity Mid Cap Growt...110.02%0.02%0.02%Q2 2022Q2 20221
JPMorgan Emerging Mark...110.02%0.02%0.02%Q2 2022Q2 20221
DBB INVESCO DB BASE METALS...110.02%0.02%0.02%Q3 2022Q3 20221
JPMorgan Equity Income...110.02%0.02%0.02%Q2 2022Q2 20221
SPYD SPDR Portfolio S&P 500...110.02%0.02%0.02%Q3 2022Q3 20221
GDXJ VANECK VECTORS ETF TR110.02%0.02%0.02%Q4 2020Q4 20201
Edgewood Growth Fund110.02%0.02%0.02%Q3 2021Q3 20211
American Funds Dvlpg W...110.02%0.02%0.02%Q2 2022Q2 20221
Fidelity Advisor Techn...110.02%0.02%0.02%Q2 2022Q2 20221
AJG Gallagher Arthur J & Co110.02%0.02%0.02%Q3 2022Q3 20221
PICK iShares MSCI Global Mt...110.02%0.02%0.02%Q3 2022Q3 20221
Polen Growth Fund110.02%0.02%0.02%Q2 2022Q2 20221
MNST Monster Beverage Corp110.02%0.02%0.02%Q3 2022Q3 20221
PFFD GLOBAL X FDS110.02%0.02%0.02%Q1 2022Q1 20221
Vanguard PrimeCap Core...110.02%0.02%0.02%Q2 2022Q2 20221
Fidelity Advisor Value...110.02%0.02%0.02%Q2 2022Q2 20221
ROP Roper Technologies Inc110.02%0.02%0.02%Q3 2022Q3 20221
HLT Hilton Worldwide Holdi...110.02%0.02%0.02%Q3 2022Q3 20221
GIS General Mills Inc110.02%0.02%0.02%Q3 2022Q3 20221
Dodge & Cox Stock Fund110.02%0.02%0.02%Q2 2022Q2 20221
Blackstone Private Cre...110.02%0.02%0.02%Q2 2022Q2 20221
WABC WESTAMERICA BANCORPORA...110.02%0.02%0.02%Q3 2020Q3 20201
AZO AutoZone Inc110.02%0.02%0.02%Q3 2022Q3 20221
American Funds Growth ...110.02%0.02%0.02%Q2 2022Q2 20221
Fidelity Advisor Healt...110.02%0.02%0.02%Q2 2022Q2 20221
TT Trane Technologies PLC110.02%0.02%0.02%Q3 2022Q3 20221
American Funds Capital...110.02%0.02%0.02%Q2 2022Q2 20221
SNPS Synopsys Inc110.02%0.02%0.02%Q3 2022Q3 20221
MU Micron Technology Inc110.02%0.02%0.02%Q3 2022Q3 20221
J P MORGAN EXCHANGE-TR...110.02%0.02%0.02%Q1 2022Q1 20221
SIVR ABERDEEN STD SILVER ET...110.02%0.02%0.02%Q4 2020Q4 20201
ODFL Old Dominion Freight L...110.02%0.02%0.02%Q3 2022Q3 20221
ILCV ISHARES TR110.02%0.02%0.02%Q2 2021Q2 20211
JIG J P MORGAN EXCHANGE-TR...110.02%0.02%0.02%Q4 2021Q4 20211
Annaly Capital Managem...110.02%0.02%0.02%Q3 2022Q3 20221
ASML ASML Holding NV NY Reg...110.02%0.02%0.02%Q3 2021Q3 20211
American Funds Capital...110.02%0.02%0.02%Q2 2022Q2 20221
FNDA Schwab Fundamental US ...110.02%0.02%0.02%Q3 2022Q3 20221
CTVA Corteva Inc110.02%0.02%0.02%Q3 2022Q3 20221
BIIB Biogen Inc110.02%0.02%0.02%Q3 2022Q3 20221
First Eagle Global Fund110.02%0.02%0.02%Q2 2022Q2 20221
FCX Freeport-McMoran Inc Cl B110.02%0.02%0.02%Q3 2022Q3 20221
XL XL FLEET CORP110.02%0.02%0.02%Q4 2020Q4 20201
AZBO Allianzim U.S. Large C...110.02%0.02%0.02%Q3 2022Q3 20221
TIAA-CREF Large-Cap Va...110.02%0.02%0.02%Q2 2022Q2 20221
American Funds Washing...110.01%0.01%0.01%Q2 2022Q2 20221
MAR Marriott Intl Inc Cl A110.01%0.01%0.01%Q3 2022Q3 20221
Jpmorgan Active Value Etf110.01%0.01%0.01%Q3 2022Q3 20221
American Funds New Per...110.01%0.01%0.01%Q2 2022Q2 20221
SLB Schlumberger Ltd110.01%0.01%0.01%Q3 2022Q3 20221
DFA Global Equity Port...110.01%0.01%0.01%Q2 2022Q2 20221
HCA Hca Healthcare Inc110.01%0.01%0.01%Q3 2022Q3 20221
ADM Archer Daniels Midland Co110.01%0.01%0.01%Q3 2022Q3 20221
OXY Occidental Petroleum Corp110.01%0.01%0.01%Q3 2022Q3 20221
MTB M & T Bank Corp110.01%0.01%0.01%Q3 2022Q3 20221
ADSK Autodesk Inc110.01%0.01%0.01%Q3 2022Q3 20221
Fidelity Advisor Indus...110.01%0.01%0.01%Q2 2022Q2 20221
Fidelity Advisor Equit...110.01%0.01%0.01%Q2 2022Q2 20221
CDNS Cadence Design System Inc110.01%0.01%0.01%Q3 2022Q3 20221
MSI Motorola Solutions Inc110.01%0.01%0.01%Q3 2022Q3 20221
SRE Sempra Com110.01%0.01%0.01%Q3 2022Q3 20221
AEE Ameren Corp110.01%0.01%0.01%Q3 2022Q3 20221
PXH Invesco FTSE RAFI Emer...110.01%0.01%0.01%Q3 2022Q3 20221
MRNA Moderna Inc110.01%0.01%0.01%Q3 2022Q3 20221
BlackRock Real Estate ...110.01%0.01%0.01%Q2 2022Q2 20221
IYLD ISHARES TR110.01%0.01%0.01%Q3 2021Q3 20211
D Dominion Energy Inc110.01%0.01%0.01%Q3 2022Q3 20221
TEL TE Connectivity Ltd Reg110.01%0.01%0.01%Q3 2022Q3 20221
FXH First Trust Health Car...110.01%0.01%0.01%Q3 2022Q3 20221
A Agilent Technologies Inc110.01%0.01%0.01%Q3 2022Q3 20221
DFA US Large Cap Value...110.01%0.01%0.01%Q2 2022Q2 20221
PSX Phillips 66110.01%0.01%0.01%Q3 2022Q3 20221
HYD VANECK ETF TRUST110.01%0.01%0.01%Q4 2021Q4 20211
AFL Aflac Inc110.01%0.01%0.01%Q3 2022Q3 20221
FTNT Fortinet Inc110.01%0.01%0.01%Q3 2022Q3 20221
CMG Chipotle Mexican Grill...110.01%0.01%0.01%Q3 2022Q3 20221
LEN Lennar Corp Cl A110.01%0.01%0.01%Q3 2022Q3 20221
CARR Carrier Global Corpora...110.01%0.01%0.01%Q3 2022Q3 20221
ENPH Enphase Energy Inc110.01%0.01%0.01%Q3 2022Q3 20221
IR Ingersoll Rand Inc110.01%0.01%0.01%Q3 2022Q3 20221
Brown Capital Manageme...110.01%0.01%0.01%Q2 2022Q2 20221
FIRST TR EXCH TRADED F...110.01%0.01%0.01%Q1 2022Q1 20221
SWK Stanley Black & Decker...110.01%0.01%0.01%Q3 2021Q3 20211
WST West Pharmaceutical Sv...110.01%0.01%0.01%Q3 2022Q3 20221
JCI Johnson Controls Intl Plc110.01%0.01%0.01%Q3 2022Q3 20221
ROST Ross Stores Inc110.01%0.01%0.01%Q3 2022Q3 20221
AMP Ameriprise Financial Inc110.01%0.01%0.01%Q3 2022Q3 20221
GLW Corning Inc110.01%0.01%0.01%Q3 2022Q3 20221
DVN Devon Energy Corp110.01%0.01%0.01%Q3 2022Q3 20221
COF Capital One Financial ...110.01%0.01%0.01%Q3 2022Q3 20221
CHY CALAMOS CONV & HIGH IN...110.01%0.01%0.01%Q2 2021Q2 20211
MSCI Msci Inc110.01%0.01%0.01%Q3 2022Q3 20221
KLIC Kulicke & Soffa Indust...110.01%0.01%0.01%Q3 2022Q3 20221
AIG American Intl Group Inc110.01%0.01%0.01%Q3 2022Q3 20221
TWTR Twitter Inc110.01%0.01%0.01%Q3 2022Q3 20221
KEYS Keysight Technologies Inc110.01%0.01%0.01%Q3 2022Q3 20221
BLNK BLINK CHARGING CO110.01%0.01%0.01%Q2 2021Q2 20211
ULTA Ulta Beauty Inc110.01%0.01%0.01%Q3 2022Q3 20221
M Macys Inc110.01%0.01%0.01%Q3 2022Q3 20221
BOND PIMCO ETF TR110.01%0.01%0.01%Q1 2022Q1 20221
Russell Inv Tax-Manage...110.01%0.01%0.01%Q2 2022Q2 20221
KMI Kinder Morgan Inc110.01%0.01%0.01%Q3 2022Q3 20221
HSY Hershey Co110.01%0.01%0.01%Q3 2022Q3 20221
PH Parker-Hannifin Corp110.01%0.01%0.01%Q3 2022Q3 20221
CMI Cummins Inc110.01%0.01%0.01%Q3 2022Q3 20221
TIAA-CREF Large-Cap Gr...110.01%0.01%0.01%Q2 2022Q2 20221
RMD Resmed Inc110.01%0.01%0.01%Q3 2022Q3 20221
SNAP SNAP INC110.01%0.01%0.01%Q3 2021Q3 20211
O Realty Income Corp110.01%0.01%0.01%Q3 2022Q3 20221
T. Rowe Price Instl Fl...110.01%0.01%0.01%Q2 2022Q2 20221
FITB Fifth Third Bancorp110.01%0.01%0.01%Q3 2022Q3 20221
DFAT Dimensional US Targete...110.01%0.01%0.01%Q3 2022Q3 20221
CNC Centene Corp110.01%0.01%0.01%Q3 2022Q3 20221
Ariel Fund110.01%0.01%0.01%Q2 2022Q2 20221
KDP Keurig Dr Pepper Inc110.01%0.01%0.01%Q3 2022Q3 20221
PCAR Paccar Inc110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Dividend Grow...110.01%0.01%0.01%Q2 2022Q2 20221
Fidelity Contrafund Fund110.01%0.01%0.01%Q2 2022Q2 20221
JPMorgan Large Cap Gro...110.01%0.01%0.01%Q3 2021Q3 20211
ARKG ARK ETF TR110.01%0.01%0.01%Q2 2021Q2 20211
Miller Opportunity Trust110.01%0.01%0.01%Q2 2022Q2 20221
American Funds Growth ...110.01%0.01%0.01%Q2 2022Q2 20221
Franklin Rising Divide...110.01%0.01%0.01%Q2 2022Q2 20221
American Funds Europac...110.01%0.01%0.01%Q4 2021Q4 20211
NEM Newmont Corp110.01%0.01%0.01%Q3 2022Q3 20221
ON On Semiconductor Corp110.01%0.01%0.01%Q3 2022Q3 20221
BAX Baxter Intl Inc110.01%0.01%0.01%Q3 2022Q3 20221
BAH Booz Allen Hamilton Ho...110.01%0.01%0.01%Q3 2022Q3 20221
ANET Arista Networks Inc110.01%0.01%0.01%Q3 2022Q3 20221
SPG Simon Property Group Inc110.01%0.01%0.01%Q3 2022Q3 20221
DFS Discover Financial Ser...110.01%0.01%0.01%Q3 2022Q3 20221
VICI Vici Properties Inc110.01%0.01%0.01%Q3 2022Q3 20221
NTRS Northern Trust Corp110.01%0.01%0.01%Q3 2022Q3 20221
HES Hess Corp110.01%0.01%0.01%Q3 2022Q3 20221
WINC LEGG MASON ETF INVT TR110.01%0.01%0.01%Q1 2022Q1 20221
American Funds Capital...110.01%0.01%0.01%Q2 2022Q2 20221
DXCM DexCom Inc110.01%0.01%0.01%Q3 2022Q3 20221
Constellation Energy Corp110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Wellington Fund110.01%0.01%0.01%Q2 2022Q2 20221
ED Consolidated Edison Inc110.01%0.01%0.01%Q3 2022Q3 20221
IDHQ Invesco S&P Internatio...110.01%0.01%0.01%Q3 2022Q3 20221
WELL Welltower Inc110.01%0.01%0.01%Q3 2022Q3 20221
MLM Martin Marietta Materi...110.01%0.01%0.01%Q3 2022Q3 20221
SSSB Systematic Savings Ban...110.01%0.01%0.01%Q2 2022Q2 20221
AVEM Avantis Emerging Marke...110.01%0.01%0.01%Q3 2022Q3 20221
EA Electronic Arts Inc110.01%0.01%0.01%Q3 2022Q3 20221
DD DuPont de Nemours Inc110.01%0.01%0.01%Q3 2022Q3 20221
EFX Equifax Inc110.01%0.01%0.01%Q3 2022Q3 20221
TSCO Tractor Supply Co110.01%0.01%0.01%Q3 2022Q3 20221
OTIS Otis Worldwide Corp110.01%0.01%0.01%Q3 2022Q3 20221
DFA Inv Dimensions Gro...110.01%0.01%0.01%Q2 2022Q2 20221
AVB AvalonBay Communities Inc110.01%0.01%0.01%Q3 2022Q3 20221
VTWO Vanguard Russell 2000 ...110.01%0.01%0.01%Q3 2022Q3 20221
DOW Dow Inc110.01%0.01%0.01%Q3 2022Q3 20221
IDXX Idexx Laboratories Inc110.01%0.01%0.01%Q3 2022Q3 20221
ILMN Illumina Inc110.01%0.01%0.01%Q3 2022Q3 20221
ECL Ecolab Inc110.01%0.01%0.01%Q3 2022Q3 20221
FDX FedEx Corp110.01%0.01%0.01%Q2 2022Q2 20221
American Funds Fundame...110.01%0.01%0.01%Q2 2022Q2 20221
SBAC Sba Communications Cor...110.01%0.01%0.01%Q3 2022Q3 20221
MGM MGM Resorts International110.01%0.01%0.01%Q3 2022Q3 20221
USSG Xtrackers MSCI USA ESG...110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard LifeStrategy ...110.01%0.01%0.01%Q3 2021Q3 20211
WEC Wec Energy Group Inc110.01%0.01%0.01%Q3 2022Q3 20221
Eaton Vance Tax Manage...110.01%0.01%0.01%Q2 2022Q2 20221
BSCO INVESCO EXCH TRD SLF I...110.01%0.01%0.01%Q2 2021Q2 20211
DWS RREEF Real Assets ...110.01%0.01%0.01%Q2 2022Q2 20221
Fidelity Advisor Intl ...110.01%0.01%0.01%Q2 2022Q2 20221
Fidelity OTC Portfolio110.01%0.01%0.01%Q2 2022Q2 20221
Fidelity Select Health...110.01%0.01%0.01%Q2 2022Q2 20221
SIVB SVB Financial Group110.01%0.01%0.01%Q3 2022Q3 20221
CWB SPDR SER TR110.01%0.01%0.01%Q1 2022Q1 20221
HYMB SPDR SER TR110.01%0.01%0.01%Q1 2022Q1 20221
FAST Fastenal Co110.01%0.01%0.01%Q3 2022Q3 20221
ES Eversource Energy110.01%0.01%0.01%Q3 2022Q3 20221
FTV Fortive Corp110.01%0.01%0.01%Q3 2022Q3 20221
ROK Rockwell Automation Inc110.01%0.01%0.01%Q3 2022Q3 20221
RIO Rio Tinto PLC Sp ADR110.01%0.01%0.01%Q3 2022Q3 20221
RF Regions Financial Corp110.01%0.01%0.01%Q3 2022Q3 20221
FANG Diamondback Energy Inc110.01%0.01%0.01%Q3 2022Q3 20221
DRI Darden Restaurants Inc110.01%0.01%0.01%Q3 2022Q3 20221
DHI D R Horton Inc110.01%0.01%0.01%Q3 2022Q3 20221
PHM Pulte Group Inc110.01%0.01%0.01%Q3 2022Q3 20221
IT Gartner Inc110.01%0.01%0.01%Q3 2022Q3 20221
TDG Transdigm Group Inc110.01%0.01%0.01%Q3 2022Q3 20221
PFG Principal Financial Gr...110.01%0.01%0.01%Q3 2022Q3 20221
GWW Grainger W W Inc110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard International...110.01%0.01%0.01%Q2 2022Q2 20221
CSGP CoStar Group Inc110.01%0.01%0.01%Q3 2022Q3 20221
CRTX CORTEXYME INC110.01%0.01%0.01%Q3 2021Q3 20211
CPRT Copart Inc110.01%0.01%0.01%Q3 2022Q3 20221
CFG Citizens Financial Gro...110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Tax-Managed C...110.01%0.01%0.01%Q2 2022Q2 20221
Vanguard Total World S...110.01%0.01%0.01%Q2 2022Q2 20221
CBRE Cbre Group Inc Cl A110.01%0.01%0.01%Q3 2022Q3 20221
NUMV Nuveen ESG Mid-Cap Val...110.01%0.01%0.01%Q3 2022Q3 20221
WEX Wex Inc110.01%0.01%0.01%Q3 2021Q3 20211
ClearBridge Value Trust110.01%0.01%0.01%Q2 2022Q2 20221
LH Laboratory Corp Americ...110.01%0.01%0.01%Q3 2022Q3 20221
KMB Kimberly-Clark Corp110.01%0.01%0.01%Q3 2022Q3 20221
Jpmorgan Nasdaq Equity...110.01%0.01%0.01%Q3 2022Q3 20221
IEO iShares US Oil & Gas E...110.01%0.01%0.01%Q3 2022Q3 20221
ARKW ARK ETF TR110.01%0.01%0.01%Q2 2021Q2 20211
WLTW Willis Towers Watson P...110.01%0.01%0.01%Q3 2022Q3 20221
VRSK Verisk Analytics Inc110.01%0.01%0.01%Q3 2022Q3 20221
BLES Inspire Global Hope ETF110.01%0.01%0.01%Q3 2022Q3 20221
WMB Williams Cos Inc110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Equity Income...110.01%0.01%0.01%Q2 2022Q2 20221
Fidelity Extended Mark...110.01%0.01%0.01%Q2 2022Q2 20221
VSGX Vanguard ESG Internati...110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Dividend Appr...110.01%0.01%0.01%Q2 2022Q2 20221
EXR Extra Space Storage Inc110.01%0.01%0.01%Q3 2022Q3 20221
SHYD VANECK ETF TRUST110.01%0.01%0.01%Q4 2021Q4 20211
KR Kroger Co110.01%0.01%0.01%Q3 2022Q3 20221
KHC Kraft Heinz Co110.01%0.01%0.01%Q3 2022Q3 20221
VLY VALLEY NATL BANCORP110.01%0.01%0.01%Q2 2021Q2 20211
DDWM WisdomTree Dynamic Ccy...110.01%0.01%0.01%Q2 2022Q2 20221
TSN Tyson Foods Inc Cl A110.01%0.01%0.01%Q3 2022Q3 20221
JHSC John Hancock Multifact...110.01%0.01%0.01%Q3 2022Q3 20221
BUFR FIRST TR EXCHNG TRADED...110.01%0.01%0.01%Q1 2022Q1 20221
JPSE JPMorgan Divers Ret US...110.01%0.01%0.01%Q2 2022Q2 20221
JDIV J P MORGAN EXCHANGE-TR...110.01%0.01%0.01%Q1 2022Q1 20221
RJF Raymond James Financia...110.01%0.01%0.01%Q3 2022Q3 20221
STT State Street Corp110.01%0.01%0.01%Q3 2022Q3 20221
ITA iShares US Aerospace &...110.01%0.01%0.01%Q3 2022Q3 20221
FRC First Republic Bank Sa...110.01%0.01%0.01%Q3 2022Q3 20221
DFAU Dimensional US Core Eq...110.01%0.01%0.01%Q2 2022Q2 20221
EQR Equity Residential110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Mid-Cap Index...110.01%0.01%0.01%Q2 2022Q2 20221
PDP Invesco DWA Momentum ETF110.01%0.01%0.01%Q2 2022Q2 20221
PRFZ Invesco FTSE RAFI US 1...110.01%0.01%0.01%Q2 2022Q2 20221
MOS Mosaic Co110.01%0.01%0.01%Q3 2022Q3 20221
IFF International Flavors ...110.01%0.01%0.01%Q3 2022Q3 20221
MFS International Intr...110.01%0.01%0.01%Q3 2021Q3 20211
NUSC Nuveen ESG Small-Cap ETF110.01%0.01%0.01%Q3 2022Q3 20221
CDW CDW Corp110.01%0.01%0.01%Q3 2022Q3 20221
CF CF Industries Holdings...110.01%0.01%0.01%Q3 2022Q3 20221
VMC Vulcan Materials Co110.01%0.01%0.01%Q3 2022Q3 20221
VTIP VANGUARD MALVERN FDS110.01%0.01%0.01%Q1 2022Q1 20221
WBA Walgreens Boots Allian...110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard Windsor II Fund110.01%0.01%0.01%Q2 2022Q2 20221
HBAN Huntington Bancshares Inc110.01%0.01%0.01%Q3 2022Q3 20221
COWZ Pacer US Cash Cows 100...110.01%0.01%0.01%Q3 2022Q3 20221
Vanguard PrimeCap Fund110.01%0.01%0.01%Q2 2022Q2 20221
Hartford International...110.01%0.01%0.01%Q2 2022Q2 20221
FUMB FIRST TR EXCH TRADED F...110.01%0.01%0.01%Q4 2021Q4 20211
SPTS SPDR SER TR110.01%0.01%0.01%Q4 2021Q4 20211
Clarion Partners Real ...110.00%0.00%0.00%Q2 2022Q2 20221
EXG EATON VANCE TAX-MANAGE...110.00%0.00%0.00%Q3 2021Q3 20211
VVR INVESCO SR INCOME TR110.00%0.00%0.00%Q2 2021Q2 20211
AMCR Amcor Plc110.00%0.00%0.00%Q3 2022Q3 20221
Warner Brothers Discov...110.00%0.00%0.00%Q3 2022Q3 20221
QEP QEP RESOURCES INC110.00%0.00%0.00%Q3 2020Q3 20201
American Century Equit...110.00%0.00%0.00%Q4 2021Q4 20211
INSIGHT ENTERPRISES INC110.00%0.00%0.00%Q1 2022Q1 20221
QUAD QUAD / GRAPHICS INC110.00%0.00%0.00%Q1 2022Q1 20221
CANO Cano Health Inc Cl A110.00%0.00%0.00%Q2 2022Q2 20221
KOPN KOPIN CORP110.00%0.00%0.00%Q1 2022Q1 20221
VISHAY INTERTECHNOLOGY...110.00%0.00%0.00%Q1 2022Q1 20221
PACIRA BIOSCIENCES INC110.00%0.00%0.00%Q1 2022Q1 20221
TILRAY INC110.00%0.00%0.00%Q2 2021Q2 20211
PARSONS CORP DEL110.00%0.00%0.00%Q1 2022Q1 20221
STRIDE INC110.00%0.00%0.00%Q1 2022Q1 20221
MERITOR INC110.00%0.00%0.00%Q1 2022Q1 20221
SPY SPDR S&P 500 ETF TR110.00%0.00%0.00%Q2 2020Q2 20201
CHEESECAKE FACTORY INC110.00%0.00%0.00%Q1 2022Q1 20221
CLYW Calypso Wireless Inc110.00%0.00%0.00%Q2 2022Q2 20221
PROSPECT CAP CORP110.00%0.00%0.00%Q2 2021Q2 20211
OSI SYSTEMS INC110.00%0.00%0.00%Q1 2022Q1 20221
GE GENERAL ELECTRIC CO110.00%0.00%0.00%Q3 2020Q3 20201
KAMAN CORP110.00%0.00%0.00%Q1 2022Q1 20221
WESTERN DIGITAL CORP.110.00%0.00%0.00%Q2 2021Q2 20211
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The securities at the top of the list , including ISHARES TR, Schwab US Large-Cap ETF, and SCHWAB STRATEGIC TR, are the highest-conviction holdings of 55I, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by 55I, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that 55I, LLC owns currently or has owned in the past.