918 is the total number of securities BRANDYWINE OAK PRIVATE WEALTH LLC has owned. The longest BRANDYWINE OAK PRIVATE WEALTH LLC has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SCHO | SCHWAB STRATEGIC TR SH... | 20 | 20 | 2.39% | 5.15% | 6.88% | Q4 2018 | Q3 2023 | 20 |
VGT | VANGUARD WORLD FDS VAN... | 20 | 20 | 1.18% | 4.92% | 7.75% | Q4 2018 | Q3 2023 | 20 |
VUG | VANGUARD INDEX FDS VAN... | 20 | 20 | 0.02% | 2.48% | 8.47% | Q4 2018 | Q3 2023 | 20 |
VIS | VANGUARD WORLD FDS | 20 | 20 | 0.25% | 1.94% | 3.65% | Q4 2018 | Q3 2023 | 20 |
XLF | SELECT SECTOR SPDR TRU... | 20 | 20 | 0.30% | 1.93% | 3.90% | Q4 2018 | Q3 2023 | 20 |
IEMG | ISHARES INC CORE MSCI ... | 20 | 20 | 0.36% | 1.87% | 5.46% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC COM USD0.00001 | 20 | 20 | 0.88% | 1.73% | 2.36% | Q4 2018 | Q3 2023 | 20 |
VOX | VANGUARD WORLD FDS COM... | 20 | 20 | 0.15% | 1.63% | 2.67% | Q4 2018 | Q3 2023 | 20 |
XLV | SELECT SECTOR SPDR TR ... | 20 | 20 | 0.48% | 1.52% | 4.83% | Q4 2018 | Q3 2023 | 20 |
VCR | VANGUARD WORLD FDS | 20 | 20 | 0.04% | 1.47% | 2.76% | Q4 2018 | Q3 2023 | 20 |
VHT | VANGUARD WORLD FDS | 20 | 20 | 0.02% | 1.43% | 4.54% | Q4 2018 | Q3 2023 | 20 |
IEUR | ISHARES TRUST CORE MSC... | 20 | 20 | 0.10% | 1.39% | 5.35% | Q4 2018 | Q3 2023 | 20 |
IPAC | ISHARES TRUST ISHARES ... | 20 | 20 | 0.06% | 1.22% | 4.77% | Q4 2018 | Q3 2023 | 20 |
VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 0.24% | 1.15% | 2.96% | Q4 2018 | Q3 2023 | 20 |
MUB | ISHARES TR | 20 | 20 | 0.10% | 1.01% | 1.63% | Q4 2018 | Q3 2023 | 20 |
SCHE | SCHWAB STRATEGIC TR EM... | 20 | 20 | 0.05% | 1.00% | 4.16% | Q4 2018 | Q3 2023 | 20 |
VDC | VANGUARD WORLD FDS VAN... | 20 | 20 | 0.06% | 0.87% | 2.87% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 0.46% | 0.82% | 1.17% | Q4 2018 | Q3 2023 | 20 |
SUB | ISHARES TR | 20 | 20 | 0.03% | 0.80% | 1.51% | Q4 2018 | Q3 2023 | 20 |
ITM | VANECK VECTORS ETF TR ... | 20 | 20 | 0.06% | 0.65% | 1.08% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON.COM INC | 20 | 20 | 0.37% | 0.57% | 0.76% | Q4 2018 | Q3 2023 | 20 |
USMV | ISHARES TR MSCI USA MI... | 20 | 20 | 0.38% | 0.54% | 0.63% | Q4 2018 | Q3 2023 | 20 |
JPM | JPMORGAN CHASE &CO. CO... | 20 | 20 | 0.39% | 0.51% | 0.70% | Q4 2018 | Q3 2023 | 20 |
XLY | SELECT SECTOR SPDR TR ... | 20 | 20 | 0.33% | 0.48% | 0.57% | Q4 2018 | Q3 2023 | 20 |
QQQ | INVESCO QQQ TR UNIT SER 1 | 20 | 20 | 0.27% | 0.46% | 0.73% | Q4 2018 | Q3 2023 | 20 |
GOOGL | ALPHABET INC CAP STK CL A | 20 | 20 | 0.32% | 0.43% | 0.60% | Q4 2018 | Q3 2023 | 20 |
IJR | ISHARES TR | 20 | 20 | 0.06% | 0.39% | 1.48% | Q4 2018 | Q3 2023 | 20 |
VBR | VANGUARD SMALL CAP VAL... | 20 | 20 | 0.13% | 0.39% | 0.68% | Q4 2018 | Q3 2023 | 20 |
AZN | ASTRAZENECA PLC | 20 | 20 | 0.26% | 0.37% | 0.73% | Q4 2018 | Q3 2023 | 20 |
SPY | SPDR S&P500 ETF TRUST ... | 20 | 20 | 0.23% | 0.35% | 0.51% | Q4 2018 | Q3 2023 | 20 |
PG | PROCTER & GAMBLE CO COM | 20 | 20 | 0.19% | 0.35% | 0.46% | Q4 2018 | Q3 2023 | 20 |
SHYD | VANECK VECTORS SHORT H... | 20 | 20 | 0.05% | 0.35% | 1.12% | Q4 2018 | Q3 2023 | 20 |
MCD | MCDONALDS CORP | 20 | 20 | 0.27% | 0.34% | 0.45% | Q4 2018 | Q3 2023 | 20 |
PFE | PFIZER INC | 20 | 20 | 0.20% | 0.34% | 0.46% | Q4 2018 | Q3 2023 | 20 |
VZ | VERIZON COMMUNICATIONS... | 20 | 20 | 0.06% | 0.33% | 0.55% | Q4 2018 | Q3 2023 | 20 |
PEP | PEPSICO INC | 20 | 20 | 0.26% | 0.33% | 0.43% | Q4 2018 | Q3 2023 | 20 |
IDV | ISHARES TR INTL SEL DI... | 20 | 20 | 0.10% | 0.31% | 0.60% | Q4 2018 | Q3 2023 | 20 |
MRK | MERCK & CO INC NEW COM | 20 | 20 | 0.21% | 0.29% | 0.37% | Q4 2018 | Q3 2023 | 20 |
JNJ | JOHNSON &JOHNSON COM U... | 20 | 20 | 0.21% | 0.29% | 0.36% | Q4 2018 | Q3 2023 | 20 |
IXUS | ISHARES TR CORE MSCI T... | 20 | 20 | 0.21% | 0.28% | 0.39% | Q4 2018 | Q3 2023 | 20 |
AEP | AMERICAN ELEC PWR INC | 20 | 20 | 0.13% | 0.27% | 0.42% | Q4 2018 | Q3 2023 | 20 |
XOM | EXXON MOBIL CORP | 20 | 20 | 0.12% | 0.26% | 0.42% | Q4 2018 | Q3 2023 | 20 |
VPL | VANGUARD INTL EQUITY I... | 20 | 20 | 0.06% | 0.26% | 0.42% | Q4 2018 | Q3 2023 | 20 |
DWX | SPDR S & P INTERNATION... | 20 | 20 | 0.01% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
VTEB | VANGUARD MUN BD FDS TA... | 20 | 20 | 0.05% | 0.25% | 0.92% | Q4 2018 | Q3 2023 | 20 |
VYM | VANGUARD WHITEHALL FDS... | 20 | 20 | 0.04% | 0.25% | 0.41% | Q4 2018 | Q3 2023 | 20 |
NEE | NEXTERA ENERGY INC COM... | 20 | 20 | 0.13% | 0.24% | 0.39% | Q4 2018 | Q3 2023 | 20 |
LMT | LOCKHEED MARTIN CORP C... | 20 | 20 | 0.16% | 0.24% | 0.33% | Q4 2018 | Q3 2023 | 20 |
KO | COCA-COLA CO | 20 | 20 | 0.16% | 0.23% | 0.28% | Q4 2018 | Q3 2023 | 20 |
PID | INVESCO INTERNATIONAL ... | 20 | 20 | 0.15% | 0.22% | 0.49% | Q4 2018 | Q3 2023 | 20 |
LLY | LILLY ELI &CO | 20 | 20 | 0.06% | 0.22% | 0.45% | Q4 2018 | Q3 2023 | 20 |
VFH | VANGUARD WORLD FDS | 20 | 20 | 0.06% | 0.21% | 0.64% | Q4 2018 | Q3 2023 | 20 |
CSCO | CISCO SYSTEMS INC | 20 | 20 | 0.08% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 20 |
IVV | ISHARES TR | 20 | 20 | 0.14% | 0.20% | 0.28% | Q4 2018 | Q3 2023 | 20 |
INTC | INTEL CORP COM USD0.001 | 20 | 20 | 0.04% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 20 |
CME | CME GROUP INC COM CL A | 20 | 20 | 0.08% | 0.19% | 0.36% | Q4 2018 | Q3 2023 | 20 |
DLR | DIGITAL RLTY TR INC COM | 20 | 20 | 0.03% | 0.18% | 0.33% | Q4 2018 | Q3 2023 | 20 |
DEM | WISDOMTREE TR EMERGING... | 20 | 20 | 0.09% | 0.18% | 0.25% | Q4 2018 | Q3 2023 | 20 |
NVDA | NVIDIA CORPORATION COM | 20 | 20 | 0.04% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 20 |
SHYG | ISHARES TRUST 0-5YR HI... | 20 | 20 | 0.02% | 0.17% | 0.81% | Q4 2018 | Q3 2023 | 20 |
ABBV | ABBVIE INC COM USD0.01 | 20 | 20 | 0.05% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 20 |
IBB | ISHARES TR NASDAQ BIOTECH | 20 | 20 | 0.07% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 20 |
UNP | UNION PACIFIC CORP COM | 20 | 20 | 0.10% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
V | VISA INC COM CL A | 20 | 20 | 0.08% | 0.16% | 0.22% | Q4 2018 | Q3 2023 | 20 |
PNC | PNC FINL SVCS GROUP INC | 20 | 20 | 0.06% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
FB | META PLATFORMS INC CLA... | 20 | 20 | 0.05% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
BAC | BK OF AMERICA CORP COM | 20 | 20 | 0.04% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
AMGN | AMGEN INC | 20 | 20 | 0.09% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CVX | CHEVRON CORP NEW COM | 20 | 20 | 0.10% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
HYD | VANECK VECTORS HIGH YL... | 20 | 20 | 0.04% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
UNH | UNITEDHEALTH GROUP INC | 20 | 20 | 0.09% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
GOOG | ALPHABET INC CAP STK CL C | 20 | 20 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 20 |
IJK | ISHARES TR | 20 | 20 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
CC | CHEMOURS CO COM | 20 | 20 | 0.06% | 0.12% | 0.25% | Q4 2018 | Q3 2023 | 20 |
AVGO | BROADCOM INC COM | 20 | 20 | 0.04% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
T | AT&T INC COM USD1 | 20 | 20 | 0.03% | 0.12% | 0.25% | Q4 2018 | Q3 2023 | 20 |
DIS | WALT DISNEY CO | 20 | 20 | 0.03% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
HD | HOME DEPOT INC COM | 20 | 20 | 0.07% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
EMR | EMERSON ELECTRIC CO | 20 | 20 | 0.06% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ABT | ABBOTT LABS | 20 | 20 | 0.05% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
TMO | THERMO FISHER SCIENTIF... | 20 | 20 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 20 |
MA | MASTERCARD INCORPORATE... | 20 | 20 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
CCI | CROWN CASTLE INTL CORP... | 20 | 20 | 0.02% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 20 |
WMT | WALMART INC COM | 20 | 20 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 20 |
TGT | TARGET CORP COM | 20 | 20 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
AMT | AMERICAN TOWER CORP NE... | 20 | 20 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ADBE | ADOBE SYSTEMS INCORPOR... | 20 | 20 | 0.05% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
COP | CONOCOPHILLIPS COM | 20 | 20 | 0.05% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
PCAR | PACCAR INC COM USD1.00 | 20 | 20 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
CRM | SALESFORCE INC COM | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
XLB | SELECT SECTOR SPDR TR ... | 20 | 20 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
BRKA | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
COST | COSTCO WHSL CORP NEW | 20 | 20 | 0.05% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
IVW | ISHARES TRUST S & P500... | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
NFLX | NETFLIX INC | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
BLK | BLACKROCK INC COM USD0.01 | 20 | 20 | 0.04% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
SBUX | STARBUCKS CORP COM USD... | 20 | 20 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
DUK | DUKE ENERGY CORP NEW C... | 20 | 20 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 20 |
BMY | BRISTOL-MYERS SQUIBB C... | 20 | 20 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 20 |
PEG | PUBLIC SVC ENTERPRISE ... | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
HON | HONEYWELL INTL INC | 20 | 20 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
PSX | PHILLIPS 66 COM | 20 | 20 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
ZTS | ZOETIS INC COM USD0.01... | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
KMB | KIMBERLY CLARK CORP CO... | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
KMI | KINDER MORGAN INC DEL | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
ADP | AUTOMATIC DATA PROCESS... | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
MO | ALTRIA GROUP INC | 20 | 20 | 0.03% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 20 |
VAW | VANGUARD WORLD FDS | 14 | 5 | 0.03% | 0.54% | 1.20% | Q4 2018 | Q3 2023 | 19 |
XLI | SELECT SECTOR SPDR TR | 15 | 4 | 0.04% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 19 |
EXC | EXELON CORP COM NPV | 19 | 19 | 0.07% | 0.13% | 0.26% | Q4 2018 | Q2 2023 | 19 |
BA | BOEING CO COM USD5.00 | 14 | 5 | 0.05% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 19 |
VXUS | VANGUARD TOTAL INTERNA... | 14 | 5 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
TXN | TEXAS INSTRUMENTS INC ... | 19 | 19 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q2 2023 | 19 |
C | CITIGROUP INC COM NEW | 19 | 19 | 0.03% | 0.07% | 0.15% | Q4 2018 | Q2 2023 | 19 |
EFAV | ISHARES TR MSCI EAFE M... | 16 | 3 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
CL | COLGATE-PALMOLIVE CO C... | 19 | 19 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q2 2023 | 19 |
DHR | DANAHER CORPORATION COM | 18 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 19 |
APD | AIR PRODUCTS & CHEM | 18 | 1 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 19 |
AXP | AMERICAN EXPRESS CO CO... | 14 | 5 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
DD | DUPONT DE NEMOURS INC COM | 18 | 18 | 0.33% | 0.49% | 1.00% | Q2 2019 | Q3 2023 | 18 |
DOW | DOW INC COM | 18 | 18 | 0.29% | 0.44% | 0.67% | Q2 2019 | Q3 2023 | 18 |
CTVA | CORTEVA INC COM | 18 | 18 | 0.30% | 0.37% | 0.51% | Q2 2019 | Q3 2023 | 18 |
VGK | VANGUARD INTL EQUITY I... | 17 | 1 | 0.06% | 0.15% | 0.51% | Q4 2018 | Q3 2023 | 18 |
GD | GENERAL DYNAMICS CORP ... | 12 | 2 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 18 |
GIS | GENERAL MLS INC | 17 | 1 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 18 |
CSX | CSX CORP COM USD1 | 17 | 1 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 18 |
NVS | NOVARTIS AG SPONSORED ADR | 18 | 18 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q1 2023 | 18 |
TSM | TAIWAN SEMICONDUCTOR M... | 17 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q2 2023 | 18 |
DRI | DARDEN RESTAURANTS INC | 13 | 5 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 18 |
WEC | WEC ENERGY GROUP INC COM | 17 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 18 |
ACN | ACCENTURE PLC IRELAND | 14 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 18 |
REET | ISHARES TRUST GLOBAL R... | 17 | 17 | 0.62% | 1.18% | 2.15% | Q3 2019 | Q3 2023 | 17 |
VPU | VANGUARD WORLD FDS | 9 | 8 | 0.03% | 0.40% | 1.26% | Q4 2018 | Q1 2023 | 17 |
D | DOMINION ENERGY INC COM | 17 | 17 | 0.03% | 0.10% | 0.17% | Q4 2018 | Q4 2022 | 17 |
XLK | TECHNOLOGY SELECT SECTOR | 15 | 1 | 0.02% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 17 |
EL | LAUDER ESTEE COS INC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 17 |
FDX | FEDEX CORP COM USD0.10 | 13 | 4 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 17 |
AOR | ISHARES TR | 15 | 2 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q1 2023 | 17 |
UPS | UNITED PARCEL SVC INC ... | 16 | 1 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 17 |
LULU | LULULEMON ATHLETICA IN... | 16 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 17 |
IEFA | ISHARES TRUST CORE MSC... | 11 | 5 | 0.03% | 0.56% | 2.18% | Q4 2018 | Q3 2023 | 16 |
HDV | ISHARES TRUST ISHARES ... | 15 | 1 | 0.00% | 0.44% | 0.56% | Q4 2018 | Q3 2023 | 16 |
ESGV | VANGUARD WORLD FD ESG ... | 16 | 16 | 0.08% | 0.26% | 0.44% | Q4 2019 | Q3 2023 | 16 |
IBML | ISHARES TR IBONDS DEC2... | 16 | 16 | 0.07% | 0.21% | 0.30% | Q4 2019 | Q3 2023 | 16 |
VTI | VANGUARD TOTAL STOCK M... | 15 | 1 | 0.02% | 0.19% | 0.34% | Q4 2018 | Q3 2023 | 16 |
IBMM | ISHARES TR IBONDS DEC ... | 16 | 16 | 0.06% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 16 |
SDY | SPDR S&P DIVIDEND | 10 | 6 | 0.03% | 0.12% | 0.35% | Q4 2018 | Q3 2023 | 16 |
RSP | INVESCO S&P 500 EQUAL ... | 15 | 1 | 0.03% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 16 |
PGX | INVESCO PREFERRED ETF | 15 | 1 | 0.03% | 0.08% | 0.71% | Q4 2018 | Q3 2023 | 16 |
MMM | 3M COMPANY | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q3 2022 | 16 |
XLG | INVESCO S&P 500 TOP 50... | 16 | 16 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q3 2022 | 16 |
DEO | DIAGEO PLC | 10 | 6 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 16 |
EPP | ISHARES MSCI PACIFIC E... | 15 | 1 | 0.00% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 16 |
VT | VANGUARD TOTAL WORLD S... | 15 | 1 | 0.00% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 16 |
FDN | FIRST TRUST DJ INTERNE... | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 16 |
VBK | VANGUARD SMALL-CAP GRO... | 15 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 16 |
CMCSA | COMCAST CORP NEW CL A | 14 | 2 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 16 |
GS | GOLDMAN SACHS GROUP IN... | 11 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 16 |
MTUM | ISHARES TR MSCI USA MM... | 15 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 16 |
SLYV | SPDR SER TR | 15 | 15 | 0.60% | 1.60% | 2.07% | Q1 2020 | Q3 2023 | 15 |
BAR | GRANITESHARES GOLD TR ... | 14 | 1 | 0.00% | 0.77% | 1.20% | Q4 2018 | Q3 2023 | 15 |
VIOV | VANGUARD S&P SMALL CAP... | 14 | 1 | 0.00% | 0.37% | 0.65% | Q4 2018 | Q3 2023 | 15 |
VEA | VANGUARD TAX-MANAGED I... | 14 | 1 | 0.01% | 0.24% | 0.64% | Q4 2018 | Q3 2023 | 15 |
IGRO | ISHARES TR INTL DIV GRWTH | 15 | 15 | 0.15% | 0.24% | 0.33% | Q1 2020 | Q3 2023 | 15 |
BX | BLACKSTONE INC | 15 | 15 | 0.14% | 0.21% | 0.29% | Q1 2020 | Q3 2023 | 15 |
DVYE | ISHARES INC EM MKTS DI... | 15 | 15 | 0.06% | 0.16% | 0.29% | Q4 2018 | Q2 2022 | 15 |
TD | TORONTO DOMINION BK ONT | 8 | 7 | 0.03% | 0.15% | 0.36% | Q4 2018 | Q3 2022 | 15 |
VIG | VANGUARD SPECIALIZED F... | 13 | 1 | 0.01% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 15 |
DGRO | ISHARES TRUST CORE DIV... | 15 | 15 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
NVO | NOVO NORDISK A/S ADR-E... | 15 | 15 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2022 | 15 |
TRI | THOMSON-REUTERS CORP C... | 15 | 15 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q2 2022 | 15 |
TTE | TOTAL SE SPON ADS EA R... | 15 | 15 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q2 2022 | 15 |
VOO | VANGUARD S&P 500 | 14 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 15 |
VONG | VANGUARD SCOTTSDALE FD... | 15 | 15 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
NSC | NORFOLK SOUTHN CORP COM | 11 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 15 |
ANTM | ELEVANCE HEALTH INC COM | 14 | 1 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 15 |
ORCL | ORACLE CORP COM | 14 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 15 |
PM | PHILIP MORRIS INTL INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 15 |
SCHF | SCHWAB STRATEGIC TR IN... | 14 | 14 | 2.79% | 6.56% | 11.02% | Q2 2020 | Q3 2023 | 14 |
VIGI | VANGUARD WHITEHALL FDS... | 14 | 14 | 0.06% | 1.63% | 5.78% | Q2 2020 | Q3 2023 | 14 |
FLEE | FRANKLIN TEMPLETON ETF... | 14 | 14 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
ESGD | ISHARES TR ESG MSCI EAFE | 14 | 14 | 0.04% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
VV | VANGUARD LARGE-CAP IND... | 14 | 14 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
KWEB | KRANESHARES TR CSI CHI... | 8 | 1 | 0.00% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 14 |
IBMN | ISHARES TR IBONDS DEC 25 | 14 | 14 | 0.04% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
IBM | INTERNATIONAL BUS MACH... | 10 | 4 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 14 |
RTX | RTX CORPORATION | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
IWB | ISHARES TR | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PYPL | PAYPAL HLDGS INC COM | 14 | 14 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q1 2022 | 14 |
SKYY | FIRST TRUST CLOUD COMP... | 9 | 5 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 14 |
TM | TOYOTA MOTOR CORP SP A... | 13 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2022 | 14 |
SRLN | SSGA ACTIVE ETF TR BLA... | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NOBL | PROSHARES TRUST S&P 50... | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
IBMK | ISHARES IBONDS DEC 202... | 13 | 13 | 0.04% | 0.20% | 0.27% | Q3 2019 | Q3 2022 | 13 |
CQQQ | INVESCO EXCH TRADED FD... | 12 | 1 | 0.00% | 0.16% | 0.34% | Q4 2018 | Q3 2022 | 13 |
TSLA | TESLA INC COM | 12 | 1 | 0.00% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 13 |
QUAL | ISHARES TR MSCI USA QL... | 13 | 13 | 0.05% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
CB | CHUBB LIMITED COM NPV ... | 7 | 6 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q4 2022 | 13 |
ABB | ABB LTD SPONSORED ADR | 13 | 13 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q4 2021 | 13 |
SO | SOUTHERN CO | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 13 |
MCHP | MICROCHIP TECHNOLOGY I... | 12 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 13 |
VCSH | VANGUARD SHORT TERM CO... | 11 | 1 | 0.00% | 5.22% | 6.49% | Q4 2018 | Q3 2023 | 12 |
STIP | ISHARES TR | 10 | 2 | 0.10% | 4.21% | 5.58% | Q4 2019 | Q3 2023 | 12 |
VSS | VANGUARD INTL EQUITY I... | 11 | 1 | 0.00% | 0.78% | 1.24% | Q4 2018 | Q3 2022 | 12 |
EWJ | ISHARES MSCI JAPAN NEW | 11 | 1 | 0.00% | 0.10% | 0.14% | Q4 2018 | Q3 2022 | 12 |
BABA | ALIBABA GROUP HOLDING ... | 12 | 12 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q3 2021 | 12 |
IJS | ISHARES TR | 8 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 12 |
SAP | SAP SE SPON ADR | 7 | 5 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 12 |
ASML | ASML HOLDING NV EUR0.0... | 9 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 12 |
VTV | VANGUARD VALUE ETF | 10 | 1 | 0.01% | 5.47% | 10.60% | Q4 2018 | Q3 2023 | 11 |
MBB | ISHARES TR MBS ETF | 10 | 1 | 0.05% | 2.49% | 5.25% | Q4 2018 | Q3 2022 | 11 |
BNDX | VANGUARD CHARLOTTE TOT... | 10 | 1 | 0.00% | 1.68% | 2.22% | Q4 2018 | Q3 2022 | 11 |
IBDM | ISHARES IBONDS DEC 202... | 11 | 11 | 0.04% | 1.28% | 3.00% | Q4 2018 | Q2 2021 | 11 |
BRKB | BERKSHIRE HATHAWAY INC... | 10 | 1 | 0.02% | 0.33% | 0.43% | Q4 2018 | Q3 2023 | 11 |
IFF | INTERNATIONAL FLAVORS ... | 11 | 11 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 11 |
GLD | SPDR GOLD TRUST | 10 | 1 | 0.01% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 11 |
LOW | LOWES COS INC | 10 | 1 | 0.01% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 11 |
CVS | CVS HEALTH CORPORATION... | 10 | 1 | 0.00% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 11 |
IJH | ISHARES TR | 10 | 1 | 0.02% | 0.07% | 0.08% | Q4 2018 | Q3 2023 | 11 |
GE | GENERAL ELECTRIC CO CO... | 11 | 11 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q2 2021 | 11 |
SYK | STRYKER CORPORATION COM | 10 | 1 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 11 |
SNY | SANOFI SPONSORED ADR | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q2 2021 | 11 |
SYY | SYSCO CORP | 6 | 5 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2022 | 11 |
XLC | SELECT SECTOR SPDR TR ... | 10 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 11 |
ESGE | ISHARES INC ESG AWR MS... | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ICE | INTERCONTINENTAL EXCHA... | 6 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q2 2022 | 11 |
ITW | ILLINOIS TOOL WORKS IN... | 10 | 1 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 11 |
STZ | CONSTELLATION BRANDS I... | 10 | 1 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 11 |
DOV | DOVER CORP COM USD1.00 | 6 | 5 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 11 |
QCOM | QUALCOMM INC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2023 | 11 |
KBR | KBR INC COM USD0.001 | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 11 |
BJ | BJS WHSL CLUB HLDGS IN... | 10 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 11 |
YUM | YUM! BRANDS INC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 11 |
IAU | ISHARES GOLD TRUST ISH... | 10 | 10 | 0.03% | 2.96% | 4.79% | Q4 2018 | Q1 2021 | 10 |
BBEU | J P MORGAN EXCHANGE-TR... | 10 | 10 | 0.25% | 0.34% | 0.43% | Q2 2021 | Q3 2023 | 10 |
EXPD | EXPEDITORS INTL WASH INC | 10 | 10 | 0.22% | 0.25% | 0.28% | Q2 2021 | Q3 2023 | 10 |
VWOB | VANGUARD WHITEHALL FDS... | 9 | 1 | 0.00% | 0.18% | 1.31% | Q4 2018 | Q1 2022 | 10 |
SDEM | GLOBAL X FDS MSCI SUPR... | 10 | 10 | 0.06% | 0.15% | 0.21% | Q1 2020 | Q2 2022 | 10 |
IMTM | ISHARES TR MSCI INTL M... | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2022 | 10 |
MYD | BLACKROCK MUNIYIELD FU... | 10 | 10 | 0.02% | 0.11% | 0.26% | Q2 2021 | Q3 2023 | 10 |
MMD | MAINSTAY MACKAY DEFINE... | 10 | 10 | 0.03% | 0.11% | 0.23% | Q2 2021 | Q3 2023 | 10 |
MPA | BLACKROCK MUNIYIELD PE... | 9 | 1 | 0.00% | 0.06% | 0.09% | Q4 2018 | Q1 2022 | 10 |
IWF | ISHARES TR RUS 1000 GR... | 10 | 10 | 0.04% | 0.06% | 0.06% | Q4 2018 | Q1 2021 | 10 |
GEM | GOLDMAN SACHS ETF TR A... | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 10 |
ARCC | ARES CAPITAL CORP COM | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MCHI | ISHARES TR MSCI CHINA ETF | 9 | 1 | 0.00% | 0.05% | 0.06% | Q4 2018 | Q3 2021 | 10 |
CHRW | CH ROBINSON WORLDWIDE ... | 5 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 10 |
IAU | ISHARES GOLD TR ISHARE... | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
AMD | ADVANCED MICRO DEVICES... | 9 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 10 |
PKG | PACKAGING CORP OF AMER... | 5 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2023 | 10 |
EMLC | VANECK VECTORS JP MORG... | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 10 |
GSK | GSK PLC SPON ADR EACH ... | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 10 |
NGVT | INGEVITY CORP COM | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PAG | PENSKE AUTOMOTIVE GROU... | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 10 |
CTLT | CATALENT INC COM | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 10 |
CRL | CHARLES RIV LABS INTL INC | 9 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2022 | 10 |
PDCO | PATTERSON COS INC COM | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
MDLZ | MONDELEZ INTL INC COM NPV | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
XLU | UTILITIES SELECT SECTO... | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 10 |
CI | THE CIGNA GROUP | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 10 |
SCHC | SCHWAB STRATEGIC TR IN... | 6 | 3 | 0.02% | 0.31% | 0.92% | Q4 2018 | Q1 2022 | 9 |
IBMJ | ISHARES IBONDS DEC 202... | 9 | 9 | 0.04% | 0.30% | 0.50% | Q3 2019 | Q3 2021 | 9 |
URI | UNITED RENTALS INC | 9 | 9 | 0.03% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 9 |
BNS | BANK OF NOVA SCOTIA CO... | 9 | 9 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q4 2020 | 9 |
GENERAL ELECTRIC CO CO... | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 | |
VPV | INVESCO PENNSYLVANIA V... | 6 | 3 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 9 |
LWLG | LIGHTWAVE LOGIC INC COM | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
NQP | NUVEEN PENNSYLVANIA QL... | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 9 |
GNRC | GENERAC HLDGS INC COM ... | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
BERY | BERRY GLOBAL GROUP INC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
AOA | ISHARES CORE AGGRESSIV... | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 9 |
MS | MORGAN STANLEY COM USD... | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 9 |
XLP | CONSUMER STAPLES SELEC... | 8 | 1 | 0.01% | 0.03% | 0.03% | Q4 2018 | Q3 2022 | 9 |
IBDL | ISHARES IBONDS DEC 202... | 8 | 8 | 0.07% | 1.70% | 2.95% | Q4 2018 | Q3 2020 | 8 |
IBDN | ISHARES IBONDS DEC 202... | 7 | 1 | 0.02% | 0.30% | 2.06% | Q4 2018 | Q1 2021 | 8 |
VTIP | VANGUARD SHT-TERM INFL... | 7 | 1 | 0.02% | 0.22% | 1.50% | Q4 2018 | Q4 2022 | 8 |
QQQM | INVESCO EXCH TRADED FD... | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
BHP | BHP GROUP LTD SPON ADS... | 4 | 2 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q1 2022 | 8 |
PUK | PRUDENTIAL PLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2020 | 8 |
ITOT | ISHARES TR | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
SKM | SK TELECOM LTD SPONSOR... | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2020 | 8 |
F | FORD MTR CO DEL COM | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q3 2020 | 8 |
SNA | SNAP-ON INC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2021 | 8 |
LHCG | LHC GROUP INC COM | 5 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 8 |
ISRG | INTUITIVE SURGICAL INC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 8 |
ESML | ISHARES TR ESG AWARE M... | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DE | DEERE &CO | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 8 |
TKR | TIMKEN CO | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
VLUE | ISHARES TR MSCI USA VALUE | 7 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 8 |
AYX | ALTERYX INC COM CL A | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 8 |
NKE | NIKE INC CLASS B COM NPV | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2023 | 8 |
BBN | BLACKROCK TAX MUNICPAL... | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
AOM | ISHARES TR | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 8 |
SCHP | SCHWAB STRATEGIC TR US... | 7 | 7 | 2.17% | 3.75% | 6.08% | Q2 2020 | Q4 2021 | 7 |
WISDOMTREE TR FLOATNG ... | 7 | 7 | 0.12% | 3.20% | 4.97% | Q1 2022 | Q3 2023 | 7 | |
WORLD GOLD TR SPDR GLD... | 7 | 7 | 2.22% | 2.36% | 2.44% | Q1 2022 | Q3 2023 | 7 | |
JMST | J P MORGAN EXCHANGE-TR... | 7 | 7 | 0.75% | 1.06% | 1.57% | Q1 2022 | Q3 2023 | 7 |
RYT | INVESCO S&P 500 EQUAL ... | 5 | 1 | 0.01% | 0.36% | 1.24% | Q4 2018 | Q3 2023 | 7 |
IBMI | ISHARES IBONDS SEP 202... | 7 | 7 | 0.05% | 0.22% | 0.60% | Q4 2018 | Q2 2020 | 7 |
ISTB | ISHARES CORE 1-5 YEAR ... | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2021 | 7 |
IBMO | ISHARES TR IBONDS DEC 26 | 7 | 7 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 7 |
POET TECHNOLOGIES INC ... | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 | |
SHM | SPDR SER TR NUVEEN BLM... | 5 | 2 | 0.02% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 7 |
MDT | MEDTRONIC PLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2022 | 7 |
CONE | CYRUSONE INC COM USD0.01 | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 7 |
RHI | ROBERT HALF INTL INC | 3 | 2 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2021 | 7 |
HMC | HONDA MOTOR LTD AMERN SHS | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 7 |
ADSK | AUTODESK INC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
MDIV | FIRST TRUST VI MULTI A... | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2020 | 7 |
TJX | TJX COS INC NEW COM | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 7 |
WMS | ADVANCED DRAINAGE SYST... | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
SMG | SCOTTS MIRACLE-GRO CO ... | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 7 |
IQLT | ISHARES TR MSCI INTL Q... | 7 | 7 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ROAD | CONSTRUCTION PARTNERS ... | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
ZEN | ZENDESK INC COM USD0.01 | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 7 |
LHX | L3HARRIS TECHNOLOGIES ... | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
DGX | QUEST DIAGNOSTICS INC ... | 6 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 7 |
PRG | PROG HOLDINGS INC COM NPV | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 7 |
RDN | RADIAN GROUP INC COM U... | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 7 |
VB | VANGUARD SMALL-CAP IND... | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2022 | 7 |
ASH | ASHLAND INC COM | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 7 |
SPYV | SPDR SER TR | 6 | 6 | 0.19% | 1.52% | 2.14% | Q2 2022 | Q3 2023 | 6 |
SPYG | SPDR SER TR | 6 | 6 | 0.17% | 0.96% | 1.45% | Q2 2022 | Q3 2023 | 6 |
SCHV | SCHWAB US LARGE-CAP VA... | 5 | 1 | 0.00% | 0.22% | 0.30% | Q4 2018 | Q3 2023 | 6 |
SCHG | SCHWAB US LARGE-CAP GR... | 5 | 1 | 0.00% | 0.18% | 0.28% | Q4 2018 | Q3 2023 | 6 |
UTX | UNITED TECHNOLOGIES CO... | 6 | 6 | 0.12% | 0.18% | 0.24% | Q4 2018 | Q1 2020 | 6 |
CCEP | COCA-COLA EUROPEAN PAR... | 6 | 6 | 0.05% | 0.10% | 0.12% | Q4 2018 | Q1 2020 | 6 |
HSBC | HSBC HLDGS PLC SPON AD... | 6 | 6 | 0.06% | 0.09% | 0.15% | Q4 2018 | Q1 2020 | 6 |
VYMI | VANGUARD WHITEHALL FDS... | 6 | 6 | 0.03% | 0.08% | 0.18% | Q1 2021 | Q2 2022 | 6 |
RY | ROYAL BANK OF CANADA M... | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q3 2020 | 6 |
USB | US BANCORP DEL COM NEW | 6 | 6 | 0.05% | 0.07% | 0.07% | Q4 2018 | Q1 2020 | 6 |
UN | UNILEVER NV EUR0.16(NE... | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2020 | 6 |
SMFG | SUMITOMO MITSUI FINL G... | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2020 | 6 |
IWN | ISHARES TR | 5 | 1 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q2 2023 | 6 |
BCE | BCE INC COM NEW ISIN #... | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
CONSTELLATION ENERGY C... | 6 | 6 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 | |
PSA | PUBLIC STORAGE COM USD... | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2021 | 6 |
AEG | AEGON N V NY REGISTRY SHS | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
SBNY | SIGNATURE BANK | 6 | 6 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 6 |
FHN | FIRST HORIZON CORPORAT... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
TIP | ISHARES TRUST UNITED S... | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 6 |
AAN | THE AARONS COMPANY INC... | 6 | 6 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 6 |
ASO | ACADEMY SPORTS &OUTDOO... | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
ITT | ITT INC COM | 5 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 6 |
JBL | JABIL INC COM | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
REGN | REGENERON PHARMACEUTIC... | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 6 |
TSN | TYSON FOODS INC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 6 |
DIA | SPDR DOW JONES INDL AV... | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 6 |
FBP | FIRST BANCORP P R COM NEW | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 6 |
ET | ENERGY TRANSFER L P CO... | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 6 |
GLDM | WORLD GOLD TR SPDR GLD... | 5 | 5 | 2.46% | 3.13% | 3.69% | Q4 2020 | Q4 2021 | 5 |
EMXC | ISHARES MSCI EMR MRK E... | 5 | 5 | 0.03% | 1.75% | 2.93% | Q3 2021 | Q3 2022 | 5 |
EMB | ISHARES TR JP MOR EM M... | 5 | 5 | 1.36% | 1.65% | 1.96% | Q4 2018 | Q4 2019 | 5 |
RLY | SSGA ACTIVE ETF TR MUL... | 5 | 5 | 0.03% | 1.29% | 1.63% | Q1 2022 | Q1 2023 | 5 |
BBEU | J P MORGAN EXCHANGE-TR... | 5 | 5 | 0.24% | 0.43% | 0.50% | Q1 2020 | Q1 2021 | 5 |
RDSB | ROYAL DUTCH SHELL PLC ... | 5 | 5 | 0.27% | 0.32% | 0.35% | Q4 2018 | Q4 2019 | 5 |
KRE | SPDR S&P REGIONAL BANKING | 4 | 1 | 0.00% | 0.25% | 0.62% | Q4 2018 | Q3 2022 | 5 |
XLE | SELECT SECTOR SPDR TR ... | 4 | 1 | 0.01% | 0.14% | 0.21% | Q4 2018 | Q1 2020 | 5 |
RTN | RAYTHEON CO COM NEW | 5 | 5 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q4 2019 | 5 |
MUI | BLACKROCK MUNI INTERME... | 5 | 5 | 0.03% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 5 |
EFA | ISHARES TR | 4 | 1 | 0.00% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 5 |
ZCAN | SPDR SOLACTIVE CANADA ETF | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
SPG | SIMON PPTY GRP INC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
HYMB | SPDR SERIES TRUST NUVE... | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
CNQ | CANADIAN NATURAL RESOU... | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 5 |
EDIV | SPDR INDEX SHS FDS SPD... | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
EEMV | ISHARES INC MSCI EMERG... | 3 | 2 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q4 2021 | 5 |
MET | METLIFE INC COM USD0.01 | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q4 2019 | 5 |
DVY | ISHARES SELECT DIVIDEN... | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
SU | SUNCOR ENERGY INC NEW | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
EMHY | ISHARES INC EM HGHYL B... | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
VTR | VENTAS INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
NTES | NETEASE INC ADS EACH R... | 4 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q4 2020 | 5 |
GCC | WISDOMTREE TR ENHNCD C... | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
IHI | ISHARES TR U.S. MED DV... | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2022 | 5 |
ALLE | ALLEGION PUB LTD CO | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 5 |
CHA | CHINA TELECOM CORPORAT... | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2020 | 5 |
EPD | ENTERPRISE PRODS PARTN... | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
PPL | PPL CORP COM USD0.01 | 2 | 1 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q4 2021 | 5 |
HRC | HILL-ROM HOLDINGS INC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 5 |
KT | KT CORP SPONSORED ADR | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
CRUS | CIRRUS LOGIC INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
CFX | COLFAX CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
TRTN | TRITON INTL LTD CL A I... | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 5 |
WERN | WERNER ENTERPRISES INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
VALE | VALE S.A. SPONS ADS RE... | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 5 |
ED | CONSOLIDATED EDISON IN... | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 5 |
UL | UNILEVER PLC SPON ADR NEW | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 5 |
TIMB | TIM S.A. SPON ADS EACH... | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
NUV | NUVEEN MUN VALUE FD INC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 5 |
ASX | ASE TECHNOLOGY HOLDING... | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 5 |
TFLO | ISHARES TREASURY FLOAT... | 4 | 4 | 4.46% | 4.61% | 4.90% | Q4 2018 | Q3 2019 | 4 |
IBDK | ISHARES IBONDS DEC 201... | 4 | 4 | 0.08% | 2.14% | 2.93% | Q4 2018 | Q3 2019 | 4 |
VDE | VANGUARD SECTOR INDEX ... | 3 | 1 | 0.13% | 0.92% | 1.34% | Q4 2018 | Q4 2019 | 4 |
LLY | LILLY ELI & CO | 4 | 4 | 0.14% | 0.46% | 1.36% | Q4 2022 | Q3 2023 | 4 |
CXSE | WISDOMTREE TR CHINA DI... | 4 | 4 | 0.03% | 0.41% | 0.76% | Q4 2021 | Q3 2022 | 4 |
SF | STIFEL FINL CORP | 4 | 4 | 0.33% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
IXN | ISHARES TR | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BBT | BB&T CORP COM USD5.00 | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2019 | 4 |
WFC | WELLS FARGO CO NEW COM | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2023 | 4 |
VFC | V F CORP COM NPV | 3 | 1 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 4 |
SONY | SONY CORP SPON ADR EAC... | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 4 |
RIO | RIO TINTO PLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q1 2022 | 4 |
SJR | SHAW COMMUNICATIONS IN... | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2020 | 4 |
TIF | TIFFANY &CO NEW COM | 3 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q4 2019 | 4 |
INFO | IHS MARKIT LTD COM USD... | 3 | 1 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 4 |
IBMP | ISHARES TRUST IBONDS D... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
AMED | AMEDISYS INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
MDRX | ALLSCRIPTS HEALTHCARE ... | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
RHP | RYMAN HOSPITALITY PROP... | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
HRI | HERC HLDGS INC COM | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
NVMI | NOVA LTD ORDINARY SHARES | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
NOVA | SUNNOVA ENERGY INTL IN... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
GRMN | GARMIN LTD COM CHF10.00 | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
CDNS | CADENCE DESIGN SYSTEMS... | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 4 |
ECL | ECOLAB INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 4 |
PPG | PPG INDUSTRIES INC COM... | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 4 |
VTHR | VANGUARD SCOTTSDALE FD... | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
MUJ | BLACKROCK MUNIHOLDINGS... | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
VO | VANGUARD MID-CAP INDEX... | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 4 |
CAT | CATERPILLAR INC DEL | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 4 |
BBD | BANCO BRADESCO SA SP A... | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 4 |
BDX | BECTON DICKINSON &CO C... | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 4 |
BTI | BRITISH AMERN TOB PLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 4 |
NPN | NUVEEN PA MUN VALUE FU... | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 4 |
VVV | VALVOLINE INC COM | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 4 |
ABEV | AMBEV SA SPON ADR EACH... | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 4 |
BITQ | EXCHANGE TRADED CONCEP... | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
VGIT | VANGUARD SCOTTSDALE FDS | 3 | 3 | 1.84% | 2.80% | 4.68% | Q1 2023 | Q3 2023 | 3 |
IBDR | ISHARES TR IBONDS DEC ... | 3 | 3 | 2.20% | 2.23% | 2.26% | Q2 2020 | Q4 2020 | 3 |
IBDS | ISHARES TR IBONDS 27 ETF | 3 | 3 | 2.22% | 2.23% | 2.26% | Q2 2020 | Q4 2020 | 3 |
IBDT | ISHARES TR IBDS DEC28 ETF | 3 | 3 | 2.20% | 2.23% | 2.26% | Q2 2020 | Q4 2020 | 3 |
FLOT | ISHARES TR FLTG RATE N... | 2 | 1 | 0.04% | 1.89% | 5.58% | Q4 2018 | Q4 2019 | 3 |
CMDY | ISHARES US ETF TR BLOO... | 3 | 3 | 0.04% | 1.14% | 1.72% | Q4 2018 | Q2 2019 | 3 |
PBW | INVESCO EXCHANGE TRADE... | 3 | 3 | 0.78% | 0.82% | 0.87% | Q2 2021 | Q4 2021 | 3 |
CNYA | ISHARES MSCI CHINA A ETF | 3 | 3 | 0.57% | 0.62% | 0.65% | Q3 2021 | Q1 2022 | 3 |
XBI | SPDR S&P BIOTECH | 1 | 1 | 0.03% | 0.24% | 0.66% | Q4 2018 | Q1 2022 | 3 |
CCL | CARNIVAL CORP PAIRED CTF | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 |
ALGN | ALIGN TECHNOLOGY INC C... | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
CHL | CHINA MOBILE LTD SPON ... | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 3 |
MFG | MIZUHO FINL GROUP INC ... | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
INCY | INCYTE CORP COM | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
GWPH | GW PHARMACEUTICALS PLC... | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
ORAN | ORANGE-SPON ADR | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
OVV | OVINTIV INC COM ISIN U... | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
AMAT | APPLIED MATLS INC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2019 | 3 |
NGG | NATIONAL GRID SPON ADR... | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 3 |
PHG | KONINKLIJKE PHILIPS N ... | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 3 |
HELE | HELEN OF TROY LTD COM | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 3 |
BELLRING BRANDS INC CO... | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 | |
LQD | ISHARES IBOXX INVESTME... | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 3 |
TSU | TIM PARTICIPACS ADR RE... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
BRBR | BELLRING BRANDS INC CO... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
BP | BP PLC SPONSORED ADR | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2019 | 3 |
BIDU | BAIDU INC SPON ADS EAC... | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2021 | 3 |
VEU | VANGUARD INTL EQUITY I... | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MMC | MARSH &MCLENNAN COMPAN... | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
NXJ | NUVEEN NEW JERSEY QULT... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
MUFG | MITSUBISHI UFJ FINL GR... | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
PAVE | GLOBAL X FDS | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 3 |
VXF | VANGUARD INDEX FDS | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 3 |
EFV | ISHARES TR EAFE VALUE ETF | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 3 |
VCIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.03% | 2.35% | 4.67% | Q4 2018 | Q3 2023 | 2 |
DWDP | DOWDUPONT INC COM | 2 | 2 | 2.13% | 2.18% | 2.23% | Q4 2018 | Q1 2019 | 2 |
JEPI | J P MORGAN EXCHANGE-TR... | 2 | 2 | 0.55% | 0.82% | 1.10% | Q3 2021 | Q4 2021 | 2 |
FLCH | FRANKLIN TEMPLETON ETF... | 2 | 2 | 0.02% | 0.32% | 0.61% | Q3 2021 | Q4 2021 | 2 |
SUSA | ISHARES TR MSCI USA ES... | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
OXY | OCCIDENTAL PETE CORP DEL | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
ONEQ | FIDELITY NASDAQ COMPOS... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
ROK | ROCKWELL AUTOMATION INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
GPC | GENUINE PARTS CO COM U... | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 2 |
BMO | BANK OF MONTREAL COM N... | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
WPP | WPP PLC AMERICAN DEPOS... | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
AAN | AARONS INC COM PAR $0.50 | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
PKX | POSCO ADR EACH REP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
CTAS | CINTAS CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
VIAC | VIACOMCBS INC CL B | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
KOF | COCA-COLA FEMSA S.A.B.... | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
TTEC | TTEC HLDGS INC COM | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
PAYX | PAYCHEX INC COM USD0.01 | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2023 | 2 |
MP | MP MATERIALS CORP COM ... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
MNST | MONSTER BEVERAGE CORP ... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
AGG | ISHARES CORE US AGGREG... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
HASHICORP INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 | |
VFVA | VANGUARD WELLINGTON FD... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
WDC | WESTERN DIGITAL CORP. COM | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
ING | ING GROEP N.V. SPONS A... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
JPI | NUVEEN PREFERRED AND I... | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
FOLD | AMICUS THERAPEUTICS INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 2 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
NRK | NUVEEN NEW YORK AMT QL... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
ASHR | DBX ETF TR XTRACK HRVS... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MHN | BLACKROCK MUNIHOLDINGS... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
WM | WASTE MGMT INC DEL | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2021 | 2 |
WPC | WP CAREY INC COM | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 2 |
CX | CEMEX SAB DE CV SPON A... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ROCKLEY PHOTONICS HLDG... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 | |
GBIL | GOLDMAN SACHS ETF TR A... | 1 | 1 | 5.27% | 5.27% | 5.27% | Q1 2020 | Q1 2020 | 1 |
SLQD | ISHARES 0 5 YEAR INVES... | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2018 | Q4 2018 | 1 |
ICLN | ISHARES TR GL CLEAN EN... | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2021 | Q1 2021 | 1 |
SHV | ISHARES SHORT TREASURY... | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
GRA | GRACE(W.R.)&CO COM USD... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TFC | TRUIST FINL CORP COM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
RSG | REPUBLIC SVCS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
ALK | ALASKA AIR GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
RESE | WISDOMTREE TR EMERG MK... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
PZA | INVESCO NATIONAL AMTFR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
ERJ | EMBRAER S A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
EVBG | EVERBRIDGE INC COM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CIEN | CIENA CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
GDX | VANECK VECTORS GOLD MI... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
XYLD | GLOBAL X FDS S&P 500 C... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
GSY | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
GM | GENERAL MTRS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
BKLN | INVESCO SENIOR LOAN ETF | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
GOVT | ISHARES US TREASURY BO... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ALSN | ALLISON TRANSMISSION H... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SAVE | SPIRIT AIRLS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
SNP | CHINA PETE &CHEM CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
AMN | AMN HEALTHCARE SVCS IN... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
GEF | GREIF INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
SHOP | SHOPIFY INC COM NPV CL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
IHE | ISHARES US PHARMACEUTI... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
QTS | QTS REALTY TRUST INC C... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
STNG | SCORPIO TANKERS INC CO... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
HXL | HEXCEL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BKH | BLACK HILLS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
MSGN | MSG NETWORK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
MEAR | ISHARES U S ETF TR BLA... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SIGI | SELECTIVE INS GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
IWP | ISHARES RUSSELL MID CA... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
QQQJ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MUNI | PIMCO INTERMEDIATE MUN... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
IDHQ | INVESCO EXCH TRADED FD... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MSI | MOTOROLA SOLUTIONS INC... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BKNG | BOOKING HLDGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
HUBS | HUBSPOT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
FBHS | FORTUNE BRANDS HOME & ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
IJT | ISHARES S&P SMALL CAP ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
EW | EDWARDS LIFESCIENCES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ENB | ENBRIDGE INC COM ISIN ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
LFC | CHINA LIFE INSURANCE C... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PFXF | VANECK VECTORS PFD SEC... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
VRTX | VERTEX PHARMACEUTICALS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ILMN | ILLUMINA INC COM USD0.01 | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
XES | SPDR S&P OIL AND GAS E... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FIW | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BOX | BOX INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CPA | COPA HOLDINGS SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BCPC | BALCHEM CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GBX | GREENBRIER COS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BSJM | INVESCO BULLETSHARES 2... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BSJN | INVESCO BULLETSHARES 2... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BSJO | INVESCO BULLETSHARES 2... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BSJL | INVESCO BULLETSHARES 2... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BSJK | INVESCO EXCH TRD SLF I... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IBDO | ISHARES IBONDS DEC 202... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MYJ | BLACKROCK MUNIYIELD N ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EDU | NEW ORIENTAL ED &TECH ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IGI | WESTERN ASSET INVT GRA... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MLCO | MELCO RESORT ENTERTAIN... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
EWC | ISHARES MSCI CANADA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IWO | ISHARES RUSSELL 2000 G... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PSTG | PURE STORAGE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PFF | ISHARES TRUST ISHARES ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
AL | AIR LEASE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MLN | VANECK VECTORS AMT FRE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
NUE | NUCOR CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MC | MOELIS &CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
IWD | ISHARES RUSSELL 1000 V... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PGR | PROGRESSIVE CORP OHIO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BYD | BOYD GAMING CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ITA | ISHARES US AEROSPACE A... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TDIV | FIRST TRUST VI FIRST T... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MYN | BLACKROCK MUNIYIELD NE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CS | CREDIT SUISSE GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PGF | INVESCO FINANCIAL PREF... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
EFG | ISHARES MSCI EAFE GROW... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GIL | GILDAN ACTIVEWEAR INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
RYAM | RAYONIER ADVANCED MATL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
VNQI | VANGUARD GLOBAL EX US ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HEES | H &E EQUIPMENT SERVICE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
XLRE | REAL ESTATE SELECT SEC... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
O | REALTY INCOME CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HEI | HEICO CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HEZU | ISHARES CURRENCY HEDGE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MDYV | SPDR S&P 400 MID CAP V... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TSCO | TRACTOR SUPPLY CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
APA | APACHE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WELL | WELLTOWER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RFG | INVESCO S&P MIDCAP 400... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TRP | TRANSCANADA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VNQ | VANGUARD REAL ESTATE ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AVB | AVALONBAY CMNTYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WSFS | WSFS FINL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BSV | VANGUARD SHORT TERM BOND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IBN | ICICI BK LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ZBH | ZIMMER BIOMET HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VOD | VODAFONE GROUP PLC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PRU | PRUDENTIAL FINL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NOC | NORTHROP GRUMMAN CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ETY | EATON VANCE TX MGD DIV... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KHC | KRAFT HEINZ CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
XEL | XCEL ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AMG | AFFILIATED MANAGERS GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MCR | MFS CHARTER INCOME TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OKE | ONEOK INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CBS | CBS CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GPS | GAP INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EXAS | EXACT SCIENCES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SHY | ISHARES 1 TO 3 YEAR TR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RCI | ROGERS COMMUNICATIONS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VOOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CTRP | CTRIP COM INTL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
INTU | INTUIT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VOE | VANGUARD MID CAP VALUE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CLR | CONTINENTAL RESOURCES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DLN | WISDOMTREE US LARGECAP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SQ | SQUARE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WYNN | WYNN RESORTS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VMW | VMWARE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ALB | ALBEMARLE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MMP | MAGELLAN MIDSTREAM PRT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MPC | MARATHON PETE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NIO | NIO INC SPON ADS EACH ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
APU | AMERIGAS PARTNERS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KMX | CARMAX INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ARI | APOLLO COML REAL EST F... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FE | FIRSTENERGY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HTHT | HUAZHU GROUP LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EMN | EASTMAN CHEM CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
LAMR | LAMAR ADVERTISING CO NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SPLK | SPLUNK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
XLNX | XILINX INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BND | VANGUARD TOTAL BOND MA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RPG | INVESCO S&P 500 PURE G... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EA | ELECTRONIC ARTS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FBT | FIRST TRUST NYSE ARCA ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CZA | INVESCO ZACKS MID CAP ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VIAB | VIACOM INC NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IP | INTL PAPER CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FTV | FORTIVE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SIVB | SVB FINL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VEEV | VEEVA SYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MFC | MANULIFE FINL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ARES CAPITAL CORP BOND... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 | |
SCZ | ISHARES MSCI EAFE SMAL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SNPS | SYNOPSYS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FXG | FIRST TRUST CONSUMER S... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IR | INGERSOLL-RAND PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NTAP | NETAPP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
XPH | SPDR S&P PHARMACEUTICALS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BPL | BUCKEYE PARTNERS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
VBF | INVESCO BD FD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JNK | SPDR SERIES TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OMC | OMNICOM GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AEE | AMEREN CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MUSA | MURPHY USA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CNC | CENTENE CORP DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CTSH | COGNIZANT TECHNOLOGY S... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
RHS | INVESCO S&P 500 EQUAL ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CVY | INVESCO ZACKS MULTI AS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SIRI | SIRIUS XM HLDGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DFS | DISCOVER FINL SVCS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EFT | EATON VANCE FLTING RAT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FENY | FIDELITY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CMP | COMPASS MINERALS INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
APY | APERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FXH | FIRST TRUST HEALTH CAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LAZ | LAZARD LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FTF | FRANKLIN LTD DURATION ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PAM | PAMPA ENERGIA S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BTTGY | BT GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UNM | UNUM GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BK | BANK NEW YORK MELLON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CSQ | CALAMOS STRATEGIC TOTL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IGSB | ISHARES SHORT TERM COR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XHE | SPDR S&P HEALTH CARE E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CBT | CABOT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RYF | INVESCO S&P 500 EQUAL ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HBI | HANESBRANDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MIN | MFS INTER INCOME TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TAP | MOLSON COORS BREWING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IYC | ISHARES US CONSUMER SE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FOF | COHEN &STEERS CLOSED E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STT | STATE STR CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EQIX | EQUINIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FHLC | FIDELITY MSCI HEALTH C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EVV | EATON VANCE LTD DUR IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MKC | MCCORMICK &CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MU | MICRON TECHNOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PPA | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PDBC | INVESCO ACTIVELY MANAG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RL | RALPH LAUREN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SAM | BOSTON BEER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ULTA | ULTA BEAUTY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ATHM | AUTOHOME INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AAL | AMERICAN AIRLS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WBA | WALGREENS BOOTS ALLIAN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MNP | WESTERN ASST MN PRT FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WMB | WILLIAMS COS INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HEDJ | WISDOM TREE EUROPE HED... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AMLP | ALPS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IQV | IQVIA HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
YUMC | YUM CHINA HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MTT | WESTERN ASSET MUN DEF ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CERS | CERUS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PSCH | INVESCO S&P SMALLCAP H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NICE | NICE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NTR | NUTRIEN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
APC | ANADARKO PETE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RWJ | OPPENHEIMER ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CXO | CONCHO RES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CCMP | CABOT MICROELECTRONICS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BACPRL | BANK AMER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VEON | VEON LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KIM | KIMCO RLTY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AER | AERCAP HOLDINGS NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
QRTEA | QURATE RETAIL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RVNC | REVANCE THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EOG | EOG RES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AVNS | AVANOS MED INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LLL | L3 TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DXC | DXC TECHNOLOGY CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LNC | LINCOLN NATL CORP IND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MGF | MFS GOVT MKTS INCOME TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VOT | VANGUARD MID CAP GROWTH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SCHW | SCHWAB CHARLES CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SLB | SCHLUMBERGER LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CHKP | CHECK POINT SOFTWARE T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LIN | LINDE PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MLM | MARTIN MARIETTA MATLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IQ | IQIYI INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MASI | MASIMO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VAR | VARIAN MED SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
USCR | U S CONCRETE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MRCY | MERCURY SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COLB | COLUMBIA BKG SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BZUN | BAOZUN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TECK | TECK RESOURCES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TDC | TERADATA CORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HMSY | HMS HLDGS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TEVA | TEVA PHARMACEUTICAL IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HLT | HILTON WORLDWIDE HLDGS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HUM | HUMANA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ICUI | ICU MED INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XHB | SPDR S&P HOMEBUILDERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UAA | UNDER ARMOUR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UA | UNDER ARMOUR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BFAM | BRIGHT HORIZONS FAM SO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NSIT | INSIGHT ENTERPRISES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BBL | BHP GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIT | FITBIT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROKU | ROKU INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
REZI | RESIDEO TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RELX | RELX PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
QLYS | QUALYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CDK | CDK GLOBAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GPRO | GOPRO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROM | PROSHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
POOL | POOL CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CEO | CNOOC LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MT | ARCELORMITTAL SA LUXEM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AAOI | APPLIED OPTOELECTRONIC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PTR | PETROCHINA CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CP | CANADIAN PAC RY LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IX | ORIX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
APH | AMPHENOL CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OLLI | OLLIES BARGAIN OUTLT H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AMP | AMERIPRISE FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CELG | CELGENE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CEA | CHINA EASTN AIRLS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MGA | MAGNA INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GLUU | GLU MOBILE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWRE | INVESCO S&P 500 EQUAL ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VRSN | VERISIGN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VSM | VERSUM MATLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CGNX | COGNEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KB | KB FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PNQI | INVESCO NASDAQ INTERNE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RACE | FERRARI N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PSCE | INVESCO S&P SMALLCAP E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWU | ISHARES MSCI UNITED KI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LYB | LYONDELLBASELL INDUSTR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WHR | WHIRLPOOL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XT | ISHARES EXPONENTIAL TE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EQT | EQT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MJ | ETF MANAGERS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AOK | ISHARES CORE CONSERVAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XRX | XEROX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ADNT | ADIENT PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IWV | ISHARES RUSSELL 3000 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AON | AON PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IUSG | ISHARES CORE S&P US GR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAP | CREDICORP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IUSV | ISHARES CORE S&P US VA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
G | GENPACT LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ETRN | EQUITRANS MIDSTREAM CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ICLR | ICON PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IVE | ISHARES S&P 500 VALUE ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IGT | INTERNATIONAL GAME TEC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ST | SENSATA TECHNOLOGIES H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TVPT | TRAVELPORT WORLDWIDE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EEMS | ISHARES MSCI EMERGING ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SON | SONOCO PRODS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SNN | SMITH &NEPHEW PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SWKS | SKYWORKS SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SPH | SUBURBAN PROPANE PARTN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AGE | AGEX THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FCPT | FOUR CORNERS PPTY TR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWD | ISHARES MSCI SWEDEN ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STX | SEAGATE TECHNOLOGY PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VNE | VEONEER INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HAS | HASBRO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TECH | BIO TECHNE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VRTV | VERITIV CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BBVA | BANCO BILBAO VIZCAYA A... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AXTA | AXALTA COATING SYS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TGLS | TECNOGLASS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KDP | KEURIG DR PEPPER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SNAP | SNAP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWL | ISHARES MSCI SWITZERLA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DLPH | DELPHI TECHNOLOGIES PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOG | HARLEY DAVIDSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ITUB | ITAU UNIBANCO HLDG SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BEAT | BIOTELEMETRY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FTRCQ | FRONTIER COMMUNICATION... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ANF | ABERCROMBIE &FITCH CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FLIR | FLIR SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BTX | BIOTIME INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WSO | WATSCO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HL | HECLA MNG CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EVR | EVERCORE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PCY | INVESCO EMERGING MARKE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CYBR | CYBERARK SOFTWARE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCBI | TEXAS CAPITAL BANCSHAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GOLD | BARRICK GOLD CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DVA | DAVITA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SSB | SOUTH ST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JWA | WILEY JOHN &SONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TAN | INVESCO SOLAR ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EXLS | EXLSERVICE HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SMH | VANECK VECTORS SEMICON... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RS | RELIANCE STEEL &ALUMIN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ANGL | VANECK VECTORS FALLEN ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RAD | RITE AID CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALV | AUTOLIV INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
INSYQ | INSYS THERAPEUTICS INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DXJS | WISDOMTREE JAPAN HEDGE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DFE | WISDOMTREE EUROPE SMAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DPZ | DOMINOS PIZZA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EZU | ISHARES MSCI EUROZONE ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BIV | VANGUARD BD INDEX FD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PLD | PROLOGIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HPQ | HP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FM | ISHARES MSCI FRONTIER ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STI | SUNTRUST BKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IART | INTEGRA LIFESCIENCES H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EBAY | EBAY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWUS | ISHARES MSCI UNITED KI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PRSP | PERSPECTA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WPX | WPX ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GTX | GARRETT MOTION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CGC | CANOPY GROWTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CMD | CANTEL MEDICAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IWC | ISHARES MICRO CAP ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GPK | GRAPHIC PACKAGING HLDG CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GWB | GREAT WESTN BANCORP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IEI | ISHARES 3 TO 7 YEAR TR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
APTV | APTIV PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RYAAY | RYANAIR HLDGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CUK | CARNIVAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
USIG | ISHARES BROAD USD INVE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
UCBI | UNITED CMNTY BKS BLAIR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AIG | AMERICAN INTL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AFL | AFLAC INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAX | BAXTER INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NTGN | NEON THERAPEUTICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HYG | ISHARES IBOXX DOLLAR H... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VGSH | VANGUARD SHORT TERM TR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SYN | SYNTHETIC BIOLOGICS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CPF | CENTRAL PAC FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BHF | BRIGHTHOUSE FINL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MFGP | MICRO FOCUS INTERNATIO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VMBS | VANGUARD MORTGAGE BACK... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ECH | ISHARES MSCI CHILE ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KIE | SPDR S&P INSURANCE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CHFC | CHEMICAL FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BIO | BIO RAD LABS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GPI | GROUP 1 AUTOMOTIVE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IBIO | IBIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EFX | EQUIFAX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SCHA | SCHWAB US SMALL CAP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MDGL | MADRIGAL PHARMACEUTICA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FNDE | SCHWAB FUNDAMENTAL EME... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MTB | M &T BK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CDXC | CHROMADEX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LFUS | LITTELFUSE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Download |
The securities at the top of the list , including SCHWAB STRATEGIC TR SHORT-TERM US TREASURY ETF, VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF, and VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS, are the highest-conviction holdings of BRANDYWINE OAK PRIVATE WEALTH LLC.
The conviction is calculated by counting the number of quarters a security has been reported by BRANDYWINE OAK PRIVATE WEALTH LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BRANDYWINE OAK PRIVATE WEALTH LLC owns currently or has owned in the past.