$489 Million is the total value of Main Street Financial Solutions, LLC's 377 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $22,664,000 | – | 116,442 | +100.0% | 4.64% | – |
| AAPL | New | APPLE INC | $14,019,000 | – | 105,649 | +100.0% | 2.87% | – |
| AGG | New | ISHARES TRcore us aggbd et | $12,112,000 | – | 102,476 | +100.0% | 2.48% | – |
| TSLA | New | TESLA INC | $11,530,000 | – | 16,339 | +100.0% | 2.36% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $10,211,000 | – | 159,201 | +100.0% | 2.09% | – |
| AMZN | New | AMAZON COM INC | $9,924,000 | – | 3,047 | +100.0% | 2.03% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $9,419,000 | – | 30,022 | +100.0% | 1.93% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $9,041,000 | – | 70,405 | +100.0% | 1.85% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $8,706,000 | – | 23,193 | +100.0% | 1.78% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $7,768,000 | – | 85,412 | +100.0% | 1.59% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $6,746,000 | – | 76,495 | +100.0% | 1.38% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $6,669,000 | – | 131,314 | +100.0% | 1.36% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $6,536,000 | – | 55,828 | +100.0% | 1.34% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $6,393,000 | – | 125,117 | +100.0% | 1.31% | – |
| FIBR | New | ISHARES TRu.s. fixed incme | $6,338,000 | – | 61,780 | +100.0% | 1.30% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $6,306,000 | – | 69,303 | +100.0% | 1.29% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $5,785,000 | – | 48,231 | +100.0% | 1.18% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $5,756,000 | – | 116,794 | +100.0% | 1.18% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,346,000 | – | 106,684 | +100.0% | 1.09% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $5,049,000 | – | 56,735 | +100.0% | 1.03% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $4,979,000 | – | 138,264 | +100.0% | 1.02% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $4,967,000 | – | 13,284 | +100.0% | 1.02% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $4,808,000 | – | 24,697 | +100.0% | 0.98% | – |
| ARKK | New | ARK ETF TRinnovation etf | $4,678,000 | – | 37,574 | +100.0% | 0.96% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $4,556,000 | – | 126,489 | +100.0% | 0.93% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $4,413,000 | – | 162,771 | +100.0% | 0.90% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,325,000 | – | 30,634 | +100.0% | 0.88% | – |
| IAGG | New | ISHARES TRcore intl aggr | $4,172,000 | – | 74,230 | +100.0% | 0.85% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $4,118,000 | – | 34,329 | +100.0% | 0.84% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $4,074,000 | – | 67,856 | +100.0% | 0.83% | – |
| JNJ | New | JOHNSON & JOHNSON | $3,690,000 | – | 23,446 | +100.0% | 0.76% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,625,000 | – | 66,234 | +100.0% | 0.74% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $3,451,000 | – | 14,311 | +100.0% | 0.71% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $3,363,000 | – | 54,175 | +100.0% | 0.69% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $3,271,000 | – | 54,378 | +100.0% | 0.67% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $3,205,000 | – | 59,085 | +100.0% | 0.66% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $3,066,000 | – | 14,827 | +100.0% | 0.63% | – |
| MSFT | New | MICROSOFT CORP | $3,050,000 | – | 13,714 | +100.0% | 0.62% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $2,978,000 | – | 43,682 | +100.0% | 0.61% | – |
| PG | New | PROCTER AND GAMBLE CO | $2,881,000 | – | 20,704 | +100.0% | 0.59% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,830,000 | – | 23,787 | +100.0% | 0.58% | – |
| GLD | New | SPDR GOLD TR | $2,726,000 | – | 15,282 | +100.0% | 0.56% | – |
| EFA | New | ISHARES TRmsci eafe etf | $2,708,000 | – | 37,118 | +100.0% | 0.55% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,634,000 | – | 62,553 | +100.0% | 0.54% | – |
| NVDA | New | NVIDIA CORPORATION | $2,454,000 | – | 4,699 | +100.0% | 0.50% | – |
| SO | New | SOUTHERN CO | $2,421,000 | – | 39,410 | +100.0% | 0.50% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $2,326,000 | – | 120,195 | +100.0% | 0.48% | – |
| LTPZ | New | PIMCO ETF TR15+ yr us tips | $2,307,000 | – | 26,030 | +100.0% | 0.47% | – |
| VOO | New | VANGUARD INDEX FDS | $2,276,000 | – | 6,622 | +100.0% | 0.46% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,261,000 | – | 17,729 | +100.0% | 0.46% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $2,248,000 | – | 27,114 | +100.0% | 0.46% | – |
| FMB | New | FIRST TR EXCH TRADED FD IIImanagd mun etf | $2,165,000 | – | 38,170 | +100.0% | 0.44% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,155,000 | – | 36,921 | +100.0% | 0.44% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $2,119,000 | – | 9,469 | +100.0% | 0.43% | – |
| DIS | New | DISNEY WALT CO | $2,084,000 | – | 11,501 | +100.0% | 0.43% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2,013,000 | – | 23,704 | +100.0% | 0.41% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $1,954,000 | – | 9,593 | +100.0% | 0.40% | – |
| PWV | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $1,948,000 | – | 50,514 | +100.0% | 0.40% | – |
| HRL | New | HORMEL FOODS CORP | $1,916,000 | – | 41,098 | +100.0% | 0.39% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $1,841,000 | – | 60,071 | +100.0% | 0.38% | – |
| DVY | New | ISHARES TRselect divid etf | $1,832,000 | – | 19,052 | +100.0% | 0.38% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $1,831,000 | – | 13,717 | +100.0% | 0.37% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $1,824,000 | – | 8,599 | +100.0% | 0.37% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $1,732,000 | – | 25,678 | +100.0% | 0.35% | – |
| ITA | New | ISHARES TRus aer def etf | $1,724,000 | – | 18,203 | +100.0% | 0.35% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $1,693,000 | – | 44,971 | +100.0% | 0.35% | – |
| SLV | New | ISHARES SILVER TRishares | $1,675,000 | – | 68,155 | +100.0% | 0.34% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $1,660,000 | – | 947 | +100.0% | 0.34% | – |
| FB | New | FACEBOOK INCcl a | $1,616,000 | – | 5,917 | +100.0% | 0.33% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $1,604,000 | – | 109,138 | +100.0% | 0.33% | – |
| V | New | VISA INC | $1,595,000 | – | 7,290 | +100.0% | 0.33% | – |
| HD | New | HOME DEPOT INC | $1,580,000 | – | 5,950 | +100.0% | 0.32% | – |
| JPM | New | JPMORGAN CHASE & CO | $1,563,000 | – | 12,297 | +100.0% | 0.32% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $1,564,000 | – | 30,382 | +100.0% | 0.32% | – |
| CB | New | CHUBB LIMITED | $1,551,000 | – | 10,077 | +100.0% | 0.32% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $1,543,000 | – | 25,334 | +100.0% | 0.32% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $1,529,000 | – | 5,555 | +100.0% | 0.31% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,471,000 | – | 6,931 | +100.0% | 0.30% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,440,000 | – | 24,511 | +100.0% | 0.29% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $1,431,000 | – | 8,226 | +100.0% | 0.29% | – |
| EMTL | New | SSGA ACTIVE TRspdr dbleln emrg | $1,427,000 | – | 27,878 | +100.0% | 0.29% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,424,000 | – | 4,025 | +100.0% | 0.29% | – |
| KO | New | COCA COLA CO | $1,418,000 | – | 25,858 | +100.0% | 0.29% | – |
| UCON | New | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $1,410,000 | – | 52,837 | +100.0% | 0.29% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,403,000 | – | 3,931 | +100.0% | 0.29% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,373,000 | – | 3,868 | +100.0% | 0.28% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,372,000 | – | 5,918 | +100.0% | 0.28% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $1,341,000 | – | 8,545 | +100.0% | 0.27% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,331,000 | – | 14,379 | +100.0% | 0.27% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $1,312,000 | – | 29,574 | +100.0% | 0.27% | – |
| T | New | AT&T INC | $1,302,000 | – | 45,261 | +100.0% | 0.27% | – |
| CLX | New | CLOROX CO DEL | $1,284,000 | – | 6,357 | +100.0% | 0.26% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $1,281,000 | – | 28,152 | +100.0% | 0.26% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $1,263,000 | – | 721 | +100.0% | 0.26% | – |
| BA | New | BOEING CO | $1,247,000 | – | 5,827 | +100.0% | 0.26% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $1,237,000 | – | 42,256 | +100.0% | 0.25% | – |
| MRK | New | MERCK & CO. INC | $1,205,000 | – | 14,736 | +100.0% | 0.25% | – |
| CSCO | New | CISCO SYS INC | $1,196,000 | – | 26,735 | +100.0% | 0.24% | – |
| WMT | New | WALMART INC | $1,171,000 | – | 8,123 | +100.0% | 0.24% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,164,000 | – | 4,596 | +100.0% | 0.24% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $1,165,000 | – | 12,551 | +100.0% | 0.24% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $1,153,000 | – | 10,517 | +100.0% | 0.24% | – |
| EMLP | New | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,120,000 | – | 53,394 | +100.0% | 0.23% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $1,109,000 | – | 23,488 | +100.0% | 0.23% | – |
| SHOP | New | SHOPIFY INCcl a | $1,108,000 | – | 979 | +100.0% | 0.23% | – |
| TIP | New | ISHARES TRtips bd etf | $1,095,000 | – | 8,576 | +100.0% | 0.22% | – |
| IBB | New | ISHARES TRnasdaq biotech | $1,093,000 | – | 7,215 | +100.0% | 0.22% | – |
| APD | New | AIR PRODS & CHEMS INC | $1,081,000 | – | 3,955 | +100.0% | 0.22% | – |
| TGT | New | TARGET CORP | $1,069,000 | – | 6,057 | +100.0% | 0.22% | – |
| SKYY | New | FIRST TR EXCHANGE TRADED FD | $1,059,000 | – | 11,144 | +100.0% | 0.22% | – |
| NFLX | New | NETFLIX INC | $1,056,000 | – | 1,952 | +100.0% | 0.22% | – |
| MDT | New | MEDTRONIC PLC | $1,054,000 | – | 8,995 | +100.0% | 0.22% | – |
| BOIL | New | PROSHARES TR IIultra bloomberg | $1,053,000 | – | 50,001 | +100.0% | 0.22% | – |
| ABBV | New | ABBVIE INC | $1,047,000 | – | 9,775 | +100.0% | 0.21% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,035,000 | – | 11,267 | +100.0% | 0.21% | – |
| PFF | New | ISHARES TRpfd and incm sec | $1,019,000 | – | 26,452 | +100.0% | 0.21% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $991,000 | – | 32,280 | +100.0% | 0.20% | – |
| JMST | New | J P MORGAN EXCHANGE-TRADED Fultra sht muncpl | $958,000 | – | 18,775 | +100.0% | 0.20% | – |
| MCD | New | MCDONALDS CORP | $956,000 | – | 4,457 | +100.0% | 0.20% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $945,000 | – | 3,101 | +100.0% | 0.19% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $920,000 | – | 10,055 | +100.0% | 0.19% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $912,000 | – | 7,018 | +100.0% | 0.19% | – |
| MKC | New | MCCORMICK & CO INC | $900,000 | – | 9,411 | +100.0% | 0.18% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $876,000 | – | 34,150 | +100.0% | 0.18% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $871,000 | – | 6,370 | +100.0% | 0.18% | – |
| CHD | New | CHURCH & DWIGHT INC | $872,000 | – | 9,995 | +100.0% | 0.18% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $862,000 | – | 21,590 | +100.0% | 0.18% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $855,000 | – | 17,173 | +100.0% | 0.18% | – |
| PULS | New | PGIM ETF TRultra short | $857,000 | – | 17,199 | +100.0% | 0.18% | – |
| XOM | New | EXXON MOBIL CORP | $856,000 | – | 20,776 | +100.0% | 0.18% | – |
| MMM | New | 3M CO | $855,000 | – | 4,889 | +100.0% | 0.18% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $853,000 | – | 5,066 | +100.0% | 0.17% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $846,000 | – | 10,164 | +100.0% | 0.17% | – |
| SIL | New | GLOBAL X FDSglobal x silver | $835,000 | – | 18,300 | +100.0% | 0.17% | – |
| IDXX | New | IDEXX LABS INC | $826,000 | – | 1,653 | +100.0% | 0.17% | – |
| MSEX | New | MIDDLESEX WTR CO | $826,000 | – | 11,397 | +100.0% | 0.17% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $814,000 | – | 12,000 | +100.0% | 0.17% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $802,000 | – | 5,808 | +100.0% | 0.16% | – |
| PDBC | New | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $794,000 | – | 52,000 | +100.0% | 0.16% | – |
| EMR | New | EMERSON ELEC CO | $771,000 | – | 9,598 | +100.0% | 0.16% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $765,000 | – | 17,205 | +100.0% | 0.16% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $765,000 | – | 1,642 | +100.0% | 0.16% | – |
| MYD | New | BLACKROCK MUNIYIELD FD INC | $754,000 | – | 52,540 | +100.0% | 0.15% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $748,000 | – | 5,258 | +100.0% | 0.15% | – |
| PEP | New | PEPSICO INC | $745,000 | – | 5,024 | +100.0% | 0.15% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $740,000 | – | 3,772 | +100.0% | 0.15% | – |
| UNP | New | UNION PAC CORP | $728,000 | – | 3,497 | +100.0% | 0.15% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $725,000 | – | 12,430 | +100.0% | 0.15% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $718,000 | – | 14,302 | +100.0% | 0.15% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $714,000 | – | 12,740 | +100.0% | 0.15% | – |
| PFE | New | PFIZER INC | $715,000 | – | 19,427 | +100.0% | 0.15% | – |
| DGRO | New | ISHARES TRcore div grwth | $714,000 | – | 15,939 | +100.0% | 0.15% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $704,000 | – | 12,732 | +100.0% | 0.14% | – |
| ABT | New | ABBOTT LABS | $697,000 | – | 6,367 | +100.0% | 0.14% | – |
| ROBT | New | FIRST TR EXCHANGE-TRADED FDnasdq artfcial | $698,000 | – | 13,918 | +100.0% | 0.14% | – |
| FCG | New | FIRST TR EXCHANGE-TRADED FDnat gas etf | $691,000 | – | 78,359 | +100.0% | 0.14% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $687,000 | – | 13,377 | +100.0% | 0.14% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $680,000 | – | 2,077 | +100.0% | 0.14% | – |
| XHE | New | SPDR SER TRhlth cr equip | $670,000 | – | 5,886 | +100.0% | 0.14% | – |
| HSY | New | HERSHEY CO | $672,000 | – | 4,413 | +100.0% | 0.14% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $669,000 | – | 5,023 | +100.0% | 0.14% | – |
| COST | New | COSTCO WHSL CORP NEW | $668,000 | – | 1,772 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $666,000 | – | 7,886 | +100.0% | 0.14% | – |
| QLD | New | PROSHARES TR | $656,000 | – | 5,703 | +100.0% | 0.13% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $632,000 | – | 3,478 | +100.0% | 0.13% | – |
| ILMN | New | ILLUMINA INC | $623,000 | – | 1,685 | +100.0% | 0.13% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $614,000 | – | 11,704 | +100.0% | 0.13% | – |
| BDX | New | BECTON DICKINSON & CO | $612,000 | – | 2,446 | +100.0% | 0.12% | – |
| IEFA | New | ISHARES TRcore msci eafe | $613,000 | – | 8,879 | +100.0% | 0.12% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $610,000 | – | 2,619 | +100.0% | 0.12% | – |
| AI | New | C3 AI INCcl a | $608,000 | – | 4,380 | +100.0% | 0.12% | – |
| BAC | New | BK OF AMERICA CORP | $605,000 | – | 19,947 | +100.0% | 0.12% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $601,000 | – | 15,845 | +100.0% | 0.12% | – |
| UPRO | New | PROSHARES TRultrpro s&p500 | $599,000 | – | 7,795 | +100.0% | 0.12% | – |
| SSO | New | PROSHARES TR | $590,000 | – | 6,455 | +100.0% | 0.12% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $593,000 | – | 21,661 | +100.0% | 0.12% | – |
| GE | New | GENERAL ELECTRIC CO | $587,000 | – | 54,347 | +100.0% | 0.12% | – |
| REET | New | ISHARES TRglobal reit etf | $579,000 | – | 24,199 | +100.0% | 0.12% | – |
| INTC | New | INTEL CORP | $574,000 | – | 11,525 | +100.0% | 0.12% | – |
| QCOM | New | QUALCOMM INC | $566,000 | – | 3,715 | +100.0% | 0.12% | – |
| EFG | New | ISHARES TReafe grwth etf | $563,000 | – | 5,580 | +100.0% | 0.12% | – |
| SE | New | SEA LTDsponsord ads | $560,000 | – | 2,811 | +100.0% | 0.12% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $558,000 | – | 21,230 | +100.0% | 0.11% | – |
| TFC | New | TRUIST FINL CORP | $555,000 | – | 11,577 | +100.0% | 0.11% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $550,000 | – | 10,500 | +100.0% | 0.11% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $546,000 | – | 3,101 | +100.0% | 0.11% | – |
| IBDP | New | ISHARES TRibonds dec24 etf | $546,000 | – | 20,536 | +100.0% | 0.11% | – |
| MTNB | New | MATINAS BIOPHARMA HLDGS INC | $545,000 | – | 400,826 | +100.0% | 0.11% | – |
| AFL | New | AFLAC INC | $533,000 | – | 11,992 | +100.0% | 0.11% | – |
| UBER | New | UBER TECHNOLOGIES INC | $533,000 | – | 10,450 | +100.0% | 0.11% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $524,000 | – | 6,556 | +100.0% | 0.11% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $524,000 | – | 23,919 | +100.0% | 0.11% | – |
| VNLA | New | JANUS DETROIT STR TRhendrsn shrt etf | $525,000 | – | 10,410 | +100.0% | 0.11% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $518,000 | – | 7,461 | +100.0% | 0.11% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $519,000 | – | 1,479 | +100.0% | 0.11% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $517,000 | – | 1,142 | +100.0% | 0.11% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $515,000 | – | 1,030 | +100.0% | 0.10% | – |
| LOW | New | LOWES COS INC | $513,000 | – | 3,195 | +100.0% | 0.10% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $515,000 | – | 15,532 | +100.0% | 0.10% | – |
| RNG | New | RINGCENTRAL INCcl a | $507,000 | – | 1,338 | +100.0% | 0.10% | – |
| EDV | New | VANGUARD WORLD FDextended dur | $509,000 | – | 3,341 | +100.0% | 0.10% | – |
| SYY | New | SYSCO CORP | $509,000 | – | 6,848 | +100.0% | 0.10% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $504,000 | – | 8,615 | +100.0% | 0.10% | – |
| KLAC | New | KLA CORP | $506,000 | – | 1,955 | +100.0% | 0.10% | – |
| IJT | New | ISHARES TRs&p sml 600 gwt | $506,000 | – | 4,432 | +100.0% | 0.10% | – |
| FTNT | New | FORTINET INC | $501,000 | – | 3,373 | +100.0% | 0.10% | – |
| JMIA | New | JUMIA TECHNOLOGIES AGsponsored ads | $500,000 | – | 12,398 | +100.0% | 0.10% | – |
| HON | New | HONEYWELL INTL INC | $499,000 | – | 2,348 | +100.0% | 0.10% | – |
| IAU | New | ISHARES GOLD TRUSTishares | $494,000 | – | 27,255 | +100.0% | 0.10% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $487,000 | – | 10,793 | +100.0% | 0.10% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $486,000 | – | 3,859 | +100.0% | 0.10% | – |
| LYFT | New | LYFT INC | $477,000 | – | 9,713 | +100.0% | 0.10% | – |
| CL | New | COLGATE PALMOLIVE CO | $474,000 | – | 5,542 | +100.0% | 0.10% | – |
| DHR | New | DANAHER CORPORATION | $472,000 | – | 2,123 | +100.0% | 0.10% | – |
| GPC | New | GENUINE PARTS CO | $469,000 | – | 4,665 | +100.0% | 0.10% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $463,000 | – | 2,013 | +100.0% | 0.10% | – |
| WDC | New | WESTERN DIGITAL CORP. | $462,000 | – | 8,338 | +100.0% | 0.09% | – |
| TXN | New | TEXAS INSTRS INC | $456,000 | – | 2,780 | +100.0% | 0.09% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $451,000 | – | 13,698 | +100.0% | 0.09% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $441,000 | – | 7,997 | +100.0% | 0.09% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $439,000 | – | 13,085 | +100.0% | 0.09% | – |
| NKE | New | NIKE INCcl b | $435,000 | – | 3,075 | +100.0% | 0.09% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $433,000 | – | 16,917 | +100.0% | 0.09% | – |
| PANW | New | PALO ALTO NETWORKS INC | $426,000 | – | 1,200 | +100.0% | 0.09% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $424,000 | – | 9,655 | +100.0% | 0.09% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $427,000 | – | 522 | +100.0% | 0.09% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $420,000 | – | 6,775 | +100.0% | 0.09% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $416,000 | – | 5,812 | +100.0% | 0.08% | – |
| NIO | New | NIO INCspon ads | $417,000 | – | 8,560 | +100.0% | 0.08% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $414,000 | – | 3,033 | +100.0% | 0.08% | – |
| VEEV | New | VEEVA SYS INC | $410,000 | – | 1,506 | +100.0% | 0.08% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $411,000 | – | 5,825 | +100.0% | 0.08% | – |
| KOMP | New | SPDR SER TRs&p kensho new | $413,000 | – | 7,161 | +100.0% | 0.08% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $409,000 | – | 359 | +100.0% | 0.08% | – |
| IYH | New | ISHARES TRus hlthcare etf | $403,000 | – | 1,640 | +100.0% | 0.08% | – |
| SILK | New | SILK RD MED INC | $402,000 | – | 6,381 | +100.0% | 0.08% | – |
| WEC | New | WEC ENERGY GROUP INC | $403,000 | – | 4,377 | +100.0% | 0.08% | – |
| IYW | New | ISHARES TRu.s. tech etf | $394,000 | – | 4,628 | +100.0% | 0.08% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $390,000 | – | 1,458 | +100.0% | 0.08% | – |
| GD | New | GENERAL DYNAMICS CORP | $389,000 | – | 2,615 | +100.0% | 0.08% | – |
| DHS | New | WISDOMTREE TRus high dividend | $392,000 | – | 5,656 | +100.0% | 0.08% | – |
| INTU | New | INTUIT | $385,000 | – | 1,013 | +100.0% | 0.08% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $385,000 | – | 2,723 | +100.0% | 0.08% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $387,000 | – | 1,454 | +100.0% | 0.08% | – |
| LUV | New | SOUTHWEST AIRLS CO | $382,000 | – | 8,198 | +100.0% | 0.08% | – |
| TSCO | New | TRACTOR SUPPLY CO | $380,000 | – | 2,706 | +100.0% | 0.08% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $375,000 | – | 7,259 | +100.0% | 0.08% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $374,000 | – | 3,147 | +100.0% | 0.08% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $374,000 | – | 4,079 | +100.0% | 0.08% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $371,000 | – | 6,451 | +100.0% | 0.08% | – |
| EBAY | New | EBAY INC. | $372,000 | – | 7,406 | +100.0% | 0.08% | – |
| AOM | New | ISHARES TRmodert alloc etf | $369,000 | – | 8,544 | +100.0% | 0.08% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $365,000 | – | 640 | +100.0% | 0.08% | – |
| TROW | New | PRICE T ROWE GROUP INC | $355,000 | – | 2,345 | +100.0% | 0.07% | – |
| PLUG | New | PLUG POWER INC | $358,000 | – | 10,546 | +100.0% | 0.07% | – |
| XLRN | New | ACCELERON PHARMA INC | $358,000 | – | 2,800 | +100.0% | 0.07% | – |
| AMGN | New | AMGEN INC | $359,000 | – | 1,561 | +100.0% | 0.07% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $358,000 | – | 1,514 | +100.0% | 0.07% | – |
| PFN | New | PIMCO INCOME STRATEGY FD II | $354,000 | – | 35,677 | +100.0% | 0.07% | – |
| IP | New | INTERNATIONAL PAPER CO | $351,000 | – | 7,065 | +100.0% | 0.07% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $348,000 | – | 6,449 | +100.0% | 0.07% | – |
| GIS | New | GENERAL MLS INC | $346,000 | – | 5,889 | +100.0% | 0.07% | – |
| ED | New | CONSOLIDATED EDISON INC | $348,000 | – | 4,821 | +100.0% | 0.07% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $340,000 | – | 6,714 | +100.0% | 0.07% | – |
| SHW | New | SHERWIN WILLIAMS CO | $337,000 | – | 458 | +100.0% | 0.07% | – |
| CAR | New | AVIS BUDGET GROUP | $336,000 | – | 9,000 | +100.0% | 0.07% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $339,000 | – | 6,555 | +100.0% | 0.07% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $335,000 | – | 4,586 | +100.0% | 0.07% | – |
| SBUX | New | STARBUCKS CORP | $337,000 | – | 3,145 | +100.0% | 0.07% | – |
| DPZ | New | DOMINOS PIZZA INC | $331,000 | – | 862 | +100.0% | 0.07% | – |
| INFO | New | IHS MARKIT LTD | $332,000 | – | 3,699 | +100.0% | 0.07% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $334,000 | – | 2,435 | +100.0% | 0.07% | – |
| SNOW | New | SNOWFLAKE INCcl a | $334,000 | – | 1,187 | +100.0% | 0.07% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $327,000 | – | 2,036 | +100.0% | 0.07% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $329,000 | – | 3,816 | +100.0% | 0.07% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $326,000 | – | 8,297 | +100.0% | 0.07% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $327,000 | – | 1,604 | +100.0% | 0.07% | – |
| PGR | New | PROGRESSIVE CORP | $330,000 | – | 3,334 | +100.0% | 0.07% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $321,000 | – | 1,755 | +100.0% | 0.07% | – |
| ACN | New | ACCENTURE PLC IRELAND | $321,000 | – | 1,227 | +100.0% | 0.07% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $320,000 | – | 5,640 | +100.0% | 0.06% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $320,000 | – | 2,822 | +100.0% | 0.06% | – |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $314,000 | – | 9,796 | +100.0% | 0.06% | – |
| HAL | New | HALLIBURTON CO | $313,000 | – | 16,547 | +100.0% | 0.06% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $314,000 | – | 6,100 | +100.0% | 0.06% | – |
| FDX | New | FEDEX CORP | $307,000 | – | 1,183 | +100.0% | 0.06% | – |
| GOVT | New | ISHARES TRus treas bd etf | $309,000 | – | 11,333 | +100.0% | 0.06% | – |
| DOV | New | DOVER CORP | $308,000 | – | 2,439 | +100.0% | 0.06% | – |
| NEE | New | NEXTERA ENERGY INC | $306,000 | – | 3,967 | +100.0% | 0.06% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $307,000 | – | 4,489 | +100.0% | 0.06% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $303,000 | – | 4,748 | +100.0% | 0.06% | – |
| WPC | New | WP CAREY INC | $303,000 | – | 4,292 | +100.0% | 0.06% | – |
| MUB | New | ISHARES TRnational mun etf | $297,000 | – | 2,537 | +100.0% | 0.06% | – |
| CSX | New | CSX CORP | $299,000 | – | 3,294 | +100.0% | 0.06% | – |
| USB | New | US BANCORP DEL | $299,000 | – | 6,409 | +100.0% | 0.06% | – |
| MS | New | MORGAN STANLEY | $291,000 | – | 4,249 | +100.0% | 0.06% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $292,000 | – | 1,023 | +100.0% | 0.06% | – |
| SPWR | New | SUNPOWER CORP | $293,000 | – | 11,409 | +100.0% | 0.06% | – |
| WTRG | New | ESSENTIAL UTILS INC | $289,000 | – | 6,106 | +100.0% | 0.06% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $290,000 | – | 4,965 | +100.0% | 0.06% | – |
| PNR | New | PENTAIR PLC | $285,000 | – | 5,365 | +100.0% | 0.06% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $286,000 | – | 2,952 | +100.0% | 0.06% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $284,000 | – | 9,620 | +100.0% | 0.06% | – |
| FUMB | New | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $282,000 | – | 14,000 | +100.0% | 0.06% | – |
| SND | New | SMART SAND INC | $285,000 | – | 165,500 | +100.0% | 0.06% | – |
| FNDB | New | SCHWAB STRATEGIC TRschwab fdt us bm | $280,000 | – | 6,237 | +100.0% | 0.06% | – |
| SDY | New | SPDR SER TRs&p divid etf | $281,000 | – | 2,654 | +100.0% | 0.06% | – |
| JD | New | JD.COM INCspon adr cl a | $281,000 | – | 3,200 | +100.0% | 0.06% | – |
| ECL | New | ECOLAB INC | $277,000 | – | 1,280 | +100.0% | 0.06% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $281,000 | – | 1,706 | +100.0% | 0.06% | – |
| LB | New | L BRANDS INC | $275,000 | – | 7,383 | +100.0% | 0.06% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $275,000 | – | 19,193 | +100.0% | 0.06% | – |
| SCHW | New | SCHWAB CHARLES CORP | $272,000 | – | 5,131 | +100.0% | 0.06% | – |
| IDCC | New | INTERDIGITAL INC | $273,000 | – | 4,498 | +100.0% | 0.06% | – |
| RACE | New | FERRARI N V | $276,000 | – | 1,201 | +100.0% | 0.06% | – |
| NJAN | New | INNOVATOR ETFS TRnasdaq 100 pwr | $271,000 | – | 7,100 | +100.0% | 0.06% | – |
| WFC | New | WELLS FARGO CO NEW | $271,000 | – | 8,980 | +100.0% | 0.06% | – |
| TRV | New | TRAVELERS COMPANIES INC | $271,000 | – | 1,927 | +100.0% | 0.06% | – |
| LRCX | New | LAM RESEARCH CORP | $270,000 | – | 572 | +100.0% | 0.06% | – |
| PYPL | New | PAYPAL HLDGS INC | $269,000 | – | 1,150 | +100.0% | 0.06% | – |
| UJAN | New | INNOVATOR ETFS TRs&p 500 ultra | $263,000 | – | 8,800 | +100.0% | 0.05% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $265,000 | – | 1,270 | +100.0% | 0.05% | – |
| VRNS | New | VARONIS SYS INC | $262,000 | – | 1,601 | +100.0% | 0.05% | – |
| DAL | New | DELTA AIR LINES INC DEL | $260,000 | – | 6,469 | +100.0% | 0.05% | – |
| PJAN | New | INNOVATOR ETFS TRs&p 500 power | $260,000 | – | 8,500 | +100.0% | 0.05% | – |
| VFC | New | V F CORP | $260,000 | – | 3,042 | +100.0% | 0.05% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $252,000 | – | 1,960 | +100.0% | 0.05% | – |
| IEMG | New | ISHARES INCcore msci emkt | $253,000 | – | 4,072 | +100.0% | 0.05% | – |
| ALL | New | ALLSTATE CORP | $254,000 | – | 2,315 | +100.0% | 0.05% | – |
| CREE | New | CREE INC | $254,000 | – | 2,402 | +100.0% | 0.05% | – |
| BLK | New | BLACKROCK INC | $256,000 | – | 355 | +100.0% | 0.05% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $251,000 | – | 9,512 | +100.0% | 0.05% | – |
| KJAN | New | INNOVATOR ETFS TRrussell 2000 p | $246,000 | – | 8,480 | +100.0% | 0.05% | – |
| PAAS | New | PAN AMERN SILVER CORP | $245,000 | – | 7,090 | +100.0% | 0.05% | – |
| C | New | CITIGROUP INC | $243,000 | – | 3,941 | +100.0% | 0.05% | – |
| PAWZ | New | PROSHARES TRpet care etf | $245,000 | – | 3,423 | +100.0% | 0.05% | – |
| SMG | New | SCOTTS MIRACLE GRO COcl a | $242,000 | – | 1,213 | +100.0% | 0.05% | – |
| PM | New | PHILIP MORRIS INTL INC | $238,000 | – | 2,875 | +100.0% | 0.05% | – |
| IXUS | New | ISHARES TRcore msci total | $233,000 | – | 3,471 | +100.0% | 0.05% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $235,000 | – | 7,670 | +100.0% | 0.05% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $233,000 | – | 3,724 | +100.0% | 0.05% | – |
| HOLX | New | HOLOGIC INC | $237,000 | – | 3,260 | +100.0% | 0.05% | – |
| MBB | New | ISHARES TRmbs etf | $236,000 | – | 2,139 | +100.0% | 0.05% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $231,000 | – | 4,448 | +100.0% | 0.05% | – |
| ESGE | New | ISHARES INCesg awr msci em | $230,000 | – | 5,489 | +100.0% | 0.05% | – |
| FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $229,000 | – | 11,000 | +100.0% | 0.05% | – |
| ENPH | New | ENPHASE ENERGY INC | $229,000 | – | 1,305 | +100.0% | 0.05% | – |
| SPGI | New | S&P GLOBAL INC | $228,000 | – | 694 | +100.0% | 0.05% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $231,000 | – | 3,731 | +100.0% | 0.05% | – |
| D | New | DOMINION ENERGY INC | $229,000 | – | 3,050 | +100.0% | 0.05% | – |
| FBT | New | FIRST TR EXCHANGE-TRADED FDny arca biotech | $224,000 | – | 1,335 | +100.0% | 0.05% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $223,000 | – | 2,299 | +100.0% | 0.05% | – |
| GWW | New | GRAINGER W W INC | $221,000 | – | 540 | +100.0% | 0.04% | – |
| XBI | New | SPDR SER TRs&p biotech | $221,000 | – | 1,570 | +100.0% | 0.04% | – |
| MGV | New | VANGUARD WORLD FDmega cap val etf | $218,000 | – | 2,506 | +100.0% | 0.04% | – |
| ORCL | New | ORACLE CORP | $214,000 | – | 3,302 | +100.0% | 0.04% | – |
| ES | New | EVERSOURCE ENERGY | $214,000 | – | 2,474 | +100.0% | 0.04% | – |
| EFX | New | EQUIFAX INC | $213,000 | – | 1,104 | +100.0% | 0.04% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $217,000 | – | 2,073 | +100.0% | 0.04% | – |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $209,000 | – | 4,353 | +100.0% | 0.04% | – |
| FHN | New | FIRST HORIZON CORPORATION | $212,000 | – | 16,622 | +100.0% | 0.04% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $210,000 | – | 2,584 | +100.0% | 0.04% | – |
| CHY | New | CALAMOS CONV & HIGH INCOME F | $212,000 | – | 14,850 | +100.0% | 0.04% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $210,000 | – | 2,883 | +100.0% | 0.04% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $211,000 | – | 2,440 | +100.0% | 0.04% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $205,000 | – | 913 | +100.0% | 0.04% | – |
| BBBY | New | BED BATH & BEYOND INC | $202,000 | – | 11,380 | +100.0% | 0.04% | – |
| AZO | New | AUTOZONE INC | $202,000 | – | 170 | +100.0% | 0.04% | – |
| STT | New | STATE STR CORP | $202,000 | – | 2,778 | +100.0% | 0.04% | – |
| IEA | New | INFRA AND ENERGY ALTRNTIVE I | $177,000 | – | 10,710 | +100.0% | 0.04% | – |
| FCEL | New | FUELCELL ENERGY INC | $112,000 | – | 10,025 | +100.0% | 0.02% | – |
| F | New | FORD MTR CO DEL | $101,000 | – | 11,529 | +100.0% | 0.02% | – |
| ATRS | New | ANTARES PHARMA INC | $76,000 | – | 19,000 | +100.0% | 0.02% | – |
| MRO | New | MARATHON OIL CORP | $71,000 | – | 10,677 | +100.0% | 0.02% | – |
| New | SONNET BIOTHERAPEUTC HLDNG I | $24,000 | – | 10,657 | +100.0% | 0.01% | – | |
| NGD | New | NEW GOLD INC CDA | $22,000 | – | 10,000 | +100.0% | 0.00% | – |
| SNDL | New | SUNDIAL GROWERS INC | $6,000 | – | 12,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 4.0% |
| APPLE INC | 12 | Q3 2023 | 3.7% |
| ISHARES TR | 12 | Q3 2023 | 2.9% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 2.8% |
| SSGA ACTIVE ETF TR | 12 | Q3 2023 | 2.0% |
| TESLA INC | 12 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 1.7% |
| ISHARES TR | 12 | Q3 2023 | 1.8% |
View Main Street Financial Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-21 |
| 13F-HR/A | 2023-02-08 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-22 |
View Main Street Financial Solutions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.