319 is the total number of securities John W. Brooker & Co., CPAs has owned. The longest John W. Brooker & Co., CPAs has owned a single stock is 16 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BOND | PIMCO ETF TR | 16 | 16 | 9.70% | 12.26% | 17.06% | Q4 2019 | Q3 2023 | 16 |
JPST | JP MORGAN EXCHANGE TRA... | 16 | 16 | 5.59% | 10.32% | 15.35% | Q4 2019 | Q3 2023 | 16 |
MINT | PIMCO ETF TR | 16 | 16 | 0.88% | 7.69% | 11.30% | Q4 2019 | Q3 2023 | 16 |
TOTL | SSGA ACTIVE ETF TR | 16 | 16 | 1.91% | 6.60% | 14.36% | Q4 2019 | Q3 2023 | 16 |
IJR | ISHARES TR | 16 | 16 | 1.36% | 5.22% | 7.53% | Q4 2019 | Q3 2023 | 16 |
USMV | ISHARES TR | 16 | 16 | 2.97% | 4.02% | 5.47% | Q4 2019 | Q3 2023 | 16 |
PG | PROCTER & GAMBLE CO | 16 | 16 | 3.65% | 4.01% | 4.58% | Q4 2019 | Q3 2023 | 16 |
SCHD | SCHWAB STRATEGIC TR | 16 | 16 | 1.17% | 3.33% | 5.43% | Q4 2019 | Q3 2023 | 16 |
SCHM | SCHWAB STRATEGIC TR | 16 | 16 | 1.82% | 3.21% | 4.05% | Q4 2019 | Q3 2023 | 16 |
ACWV | ISHARES INC | 16 | 16 | 1.67% | 2.93% | 6.22% | Q4 2019 | Q3 2023 | 16 |
SCHG | SCHWAB STRATEGIC TR | 16 | 16 | 1.52% | 2.67% | 3.51% | Q4 2019 | Q3 2023 | 16 |
VTI | VANGUARD INDEX FDS | 16 | 16 | 1.93% | 2.54% | 2.79% | Q4 2019 | Q3 2023 | 16 |
SPY | SPDR S&P 500 ETF TR | 16 | 16 | 1.57% | 2.17% | 2.68% | Q4 2019 | Q3 2023 | 16 |
VO | VANGUARD INDEX FDS | 16 | 16 | 1.52% | 2.10% | 2.40% | Q4 2019 | Q3 2023 | 16 |
SPLV | INVESCO EXCH TRADED FD... | 16 | 16 | 1.48% | 2.07% | 4.23% | Q4 2019 | Q3 2023 | 16 |
AAPL | APPLE INC | 16 | 16 | 1.07% | 1.79% | 2.27% | Q4 2019 | Q3 2023 | 16 |
SCHB | SCHWAB STRATEGIC TR | 16 | 16 | 1.06% | 1.36% | 1.58% | Q4 2019 | Q3 2023 | 16 |
SCHA | SCHWAB STRATEGIC TR | 16 | 16 | 0.32% | 1.25% | 2.38% | Q4 2019 | Q3 2023 | 16 |
IWB | ISHARES TR | 16 | 16 | 0.86% | 1.12% | 1.32% | Q4 2019 | Q3 2023 | 16 |
GSIE | GOLDMAN SACHS ETF TR | 16 | 16 | 0.04% | 0.99% | 1.54% | Q4 2019 | Q3 2023 | 16 |
EUSA | ISHARES INC | 16 | 16 | 0.82% | 0.94% | 1.22% | Q4 2019 | Q3 2023 | 16 |
SCHX | SCHWAB STRATEGIC TR | 16 | 16 | 0.47% | 0.84% | 1.15% | Q4 2019 | Q3 2023 | 16 |
DON | WISDOMTREE TR | 16 | 16 | 0.52% | 0.80% | 1.91% | Q4 2019 | Q3 2023 | 16 |
QUS | SPDR SER TR | 16 | 16 | 0.18% | 0.73% | 1.01% | Q4 2019 | Q3 2023 | 16 |
QDF | FLEXSHARES TR | 16 | 16 | 0.66% | 0.73% | 0.94% | Q4 2019 | Q3 2023 | 16 |
QUAL | ISHARES TR | 16 | 16 | 0.59% | 0.72% | 0.86% | Q4 2019 | Q3 2023 | 16 |
OMFL | INVESCO EXCH TRD SLF I... | 16 | 16 | 0.22% | 0.70% | 2.38% | Q4 2019 | Q3 2023 | 16 |
MTUM | ISHARES TR | 16 | 16 | 0.48% | 0.68% | 0.82% | Q4 2019 | Q3 2023 | 16 |
ACWI | ISHARES TR | 16 | 16 | 0.02% | 0.61% | 1.22% | Q4 2019 | Q3 2023 | 16 |
IJH | ISHARES TR | 16 | 16 | 0.38% | 0.56% | 0.70% | Q4 2019 | Q3 2023 | 16 |
TSLA | TESLA INC | 16 | 16 | 0.22% | 0.55% | 0.95% | Q4 2019 | Q3 2023 | 16 |
VT | VANGUARD INTL EQUITY I... | 16 | 16 | 0.42% | 0.52% | 0.65% | Q4 2019 | Q3 2023 | 16 |
DES | WISDOMTREE TR | 16 | 16 | 0.13% | 0.45% | 1.92% | Q4 2019 | Q3 2023 | 16 |
VIG | VANGUARD SPECIALIZED F... | 16 | 16 | 0.14% | 0.34% | 0.54% | Q4 2019 | Q3 2023 | 16 |
SPYG | SPDR SER TR | 16 | 16 | 0.15% | 0.28% | 0.54% | Q4 2019 | Q3 2023 | 16 |
MDYG | SPDR SER TR | 16 | 16 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
JNJ | JOHNSON & JOHNSON | 16 | 16 | 0.18% | 0.21% | 0.24% | Q4 2019 | Q3 2023 | 16 |
MDY | SPDR S&P MIDCAP 400 ET... | 16 | 16 | 0.14% | 0.20% | 0.23% | Q4 2019 | Q3 2023 | 16 |
T | AT&T INC | 16 | 16 | 0.12% | 0.20% | 0.33% | Q4 2019 | Q3 2023 | 16 |
DVA | DAVITA INC | 16 | 16 | 0.16% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 16 |
VUG | VANGUARD INDEX FDS | 16 | 16 | 0.14% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SDY | SPDR SER TR | 16 | 16 | 0.07% | 0.18% | 0.51% | Q4 2019 | Q3 2023 | 16 |
DIA | SPDR DOW JONES INDL AV... | 16 | 16 | 0.15% | 0.17% | 0.19% | Q4 2019 | Q3 2023 | 16 |
QQQ | INVESCO QQQ TR | 16 | 16 | 0.13% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 16 |
IPAC | ISHARES TR | 16 | 16 | 0.00% | 0.13% | 0.53% | Q4 2019 | Q3 2023 | 16 |
IVV | ISHARES TR | 12 | 3 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q3 2023 | 15 |
EFA | ISHARES TR | 15 | 15 | 0.01% | 0.13% | 0.33% | Q1 2020 | Q3 2023 | 15 |
JMST | JP MORGAN EXCHANGE-TRA... | 14 | 14 | 0.76% | 2.70% | 4.20% | Q2 2020 | Q3 2023 | 14 |
AOR | ISHARES TR | 14 | 14 | 0.00% | 0.40% | 1.18% | Q2 2020 | Q3 2023 | 14 |
WFC | WELLS FARGO CO NEW | 12 | 2 | 0.01% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 14 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.04% | 0.81% | 4.88% | Q4 2019 | Q3 2022 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.05% | 0.38% | 0.52% | Q4 2019 | Q3 2022 | 12 |
JPIN | JP MORGAN EXCHANGE TRA... | 12 | 12 | 0.00% | 0.16% | 0.53% | Q4 2019 | Q3 2022 | 12 |
CLX | CLOROX CO DEL | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2022 | 12 |
VBK | VANGUARD INDEX FDS | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2022 | 12 |
ALGN | ALIGN TECHNOLOGY INC | 12 | 12 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2022 | 12 |
NEE | NEXTERA ENERGY INC | 12 | 12 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q3 2022 | 12 |
SMMV | ISHARES TR | 12 | 12 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 12 |
CVX | CHEVRON CORP NEW | 12 | 12 | 0.04% | 0.06% | 0.13% | Q4 2019 | Q3 2022 | 12 |
WTM | WHITE MTNS INS GROUP LTD | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 12 |
INTC | INTEL CORP | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2022 | 12 |
PYPL | PAYPAL HLDGS INC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
V | VISA INC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2022 | 12 |
CMCSA | COMCAST CORP NEW | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2022 | 12 |
VZ | VERIZON COMMUNICATIONS... | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 12 |
XOM | EXXON MOBIL CORP | 12 | 12 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2022 | 12 |
RSP | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 12 |
VFC | V F CORP | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 12 |
DIS | DISNEY WALT CO | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 12 |
IWM | ISHARES TR | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 12 |
HD | HOME DEPOT INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 12 |
COST | COSTCO WHSL CORP NEW | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 12 |
MA | MASTERCARD INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 12 |
PNFP | PINNACLE FINL PARTNERS... | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
GOOG | ALPHABET INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
KO | COCA COLA CO | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
BRKB | BERKSHIRE HATHAWAY INC... | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
DUK | DUKE ENERGY CORP NEW | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
GSLC | GOLDMAN SACHS ETF TR | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
MGC | VANGUARD WORLD FD | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
IVW | ISHARES TR | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
VEU | VANGUARD INTL EQUITY I... | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
FNDX | SCHWAB STRATEGIC TR | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
EEM | ISHARES TR | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
MCD | MCDONALDS CORP | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
VEA | VANGUARD TAX MANAGED I... | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
LRGF | ISHARES TR | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 12 |
VBR | VANGUARD INDEX FDS | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
GLD | SPDR GOLD TRUST | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
CSCO | CISCO SYS INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
ORCL | ORACLE CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
AEP | AMERICAN ELEC PWR CO INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
VTV | VANGUARD INDEX FDS | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
JPUS | JP MORGAN EXCHANGE TRA... | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
MDYV | SPDR SERIES TRUST | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
PXD | PIONEER NAT RES CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
SYK | STRYKER CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
RFG | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
BSX | BOSTON SCIENTIFIC CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
F | FORD MTR CO DEL | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
IWS | ISHARES TR | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
C | CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
EWJ | ISHARES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
SPVU | INVESCO EXCHNG TRADED ... | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
PFE | PFIZER INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
NOK | NOKIA CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
KTB | KONTOOR BRANDS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
NKTR | NEKTAR THERAPEUTICS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
BAC | BANK AMER CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
HIMX | HIMAX TECHNOLOGIES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
SCHZ | SCHWAB STRATEGIC TR | 11 | 11 | 0.02% | 0.18% | 0.24% | Q4 2019 | Q2 2022 | 11 |
CALB | CALIFORNIA BANCORP | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2022 | 11 |
AMT | AMERICAN TOWER CORP NEW | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
CCI | CROWN CASTLE INTL CORP... | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
SCHC | SCHWAB STRATEGIC TR | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 11 |
SCHE | SCHWAB STRATEGIC TR | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 11 |
DXJ | WISDOMTREE TR | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
PENN | PENN NATL GAMING INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
LUV | SOUTHWEST AIRLS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
ONEM | 1LIFE HEALTHCARE INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
CCL | CARNIVAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
SPCE | VIRGIN GALACTIC HOLDIN... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
CMG | CHIPOTLE MEXICAN GRILL... | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
VB | VANGUARD INDEX FDS | 10 | 10 | 0.02% | 0.13% | 0.25% | Q2 2021 | Q3 2023 | 10 |
VWO | VANGUARD INTL EQUITY I... | 7 | 3 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q2 2022 | 10 |
EVRG | EVERGY INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 10 |
BA | BOEING CO | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 10 |
ZNGA | ZYNGA INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
USL | UNITED STS 12 MONTH OI... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
AGG | ISHARES TR | 5 | 4 | 0.00% | 0.50% | 1.21% | Q4 2019 | Q3 2023 | 9 |
EFAV | ISHARES TR | 8 | 1 | 0.01% | 0.04% | 0.15% | Q4 2019 | Q3 2022 | 9 |
CRM | SALESFORCE COM INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
MRNA | MODERNA INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 9 |
KMB | KIMBERLY CLARK CORP | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
ROST | ROSS STORES INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
VOD | VODAFONE GROUP PLC NEW | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
SHV | ISHARES TR | 8 | 8 | 0.17% | 0.41% | 0.82% | Q4 2021 | Q3 2023 | 8 |
BJUL | INNOVATOR ETFS TR | 7 | 1 | 0.14% | 0.18% | 0.24% | Q3 2021 | Q3 2023 | 8 |
VLUE | ISHARES TR | 8 | 8 | 0.00% | 0.17% | 0.27% | Q1 2021 | Q4 2022 | 8 |
NOW | SERVICENOW INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2022 | 8 |
SCHF | SCHWAB STRATEGIC TR | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
RPG | INVESCO EXCHANGE TRADE... | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
MAC | MACERICH CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
XMLV | INVESCO EXCHNG TRADED ... | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
GMF | SPDR INDEX SHS FDS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
BKLN | INVESCO EXCHNG TRADED ... | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
DLS | WISDOMTREE TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
VTRS | VIATRIS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ENPH | ENPHASE ENERGY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
VUSB | VANGUARD BD INDEX FDS | 7 | 7 | 2.17% | 4.51% | 5.96% | Q2 2021 | Q4 2022 | 7 |
LDUR | PIMCO ETF TR | 7 | 7 | 0.01% | 0.16% | 0.52% | Q4 2019 | Q2 2021 | 7 |
ARKF | ARK ETF TR | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
ARKK | ARK ETF TR | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
IJK | ISHARES TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
IJJ | ISHARES TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
FB | FACEBOOK INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
ACWX | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2022 | 7 |
LOGI | LOGITECH INTL S A | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
NEAR | ISHARES US ETF TR | 6 | 6 | 0.11% | 0.37% | 0.72% | Q4 2019 | Q1 2021 | 6 |
MOAT | VANECK ETF TRUST | 6 | 6 | 0.11% | 0.24% | 0.42% | Q2 2022 | Q3 2023 | 6 |
DFAC | DIMENSIONAL ETF TRUST | 6 | 6 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2022 | 6 |
CMF | ISHARES TR | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2022 | 6 |
VOO | VANGUARD INDEX FDS | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
PRF | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
FNDE | SCHWAB STRATEGIC TR | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
PXF | INVESCO EXCH TRADED FD... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
PRFZ | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SBUX | STARBUCKS CORP | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 6 |
EPD | ENTERPRISE PRODS PARTN... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
PDN | INVESCO EXCH TRADED FD... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
XTAP | INNOVATOR ETFS TR | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
QTAP | INNOVATOR ETFS TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
XDSQ | INNOVATOR ETFS TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
XDQQ | INNOVATOR ETFS TR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
J P MORGAN EXCHANGE TR... | 5 | 5 | 0.38% | 0.66% | 0.98% | Q3 2022 | Q3 2023 | 5 | |
DGRO | ISHARES TR | 5 | 5 | 0.21% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 5 |
SPEM | SPDR INDEX SHS FDS | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 5 |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 | |
FNDF | SCHWAB STRATEGIC TR | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
BSEP | INNOVATOR ETFS TR | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
VCIT | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
DAL | DELTA AIR LINES INC DEL | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
VMBS | VANGUARD SCOTTSDALE FDS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
IYE | ISHARES TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
XBJL | INNOVATOR ETFS TR | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
QCOM | QUALCOMM INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
DHR | DANAHER CORPORATION | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
FNDA | SCHWAB STRATEGIC TR | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
JPEM | P MORGAN EXCHANGE-TRAD... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
EELV | INVESCO EXCHNG TRADED ... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
UNITED STS OIL FD LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 | |
RESERVOIR MEDIA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 | |
MRO | MARATHON OIL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
GBIL | GOLDMAN SACHS ETF TR | 4 | 4 | 0.89% | 1.02% | 1.08% | Q4 2022 | Q3 2023 | 4 |
PNOV | INNOVATOR ETFS TR | 4 | 4 | 0.22% | 0.48% | 0.88% | Q4 2022 | Q3 2023 | 4 |
J P MORGAN EXCHANGE TR... | 4 | 4 | 0.38% | 0.47% | 0.55% | Q4 2022 | Q3 2023 | 4 | |
JEPI | J P MORGAN EXCHANGE TR... | 3 | 1 | 0.07% | 0.17% | 0.22% | Q3 2022 | Q3 2023 | 4 |
UJAN | INNOVATOR ETFS TR | 4 | 4 | 0.01% | 0.10% | 0.14% | Q1 2022 | Q4 2022 | 4 |
VEEV | VEEVA SYS INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
MELI | MERCADOLIBRE INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
IJS | ISHARES TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
PSXP | PHILLIPS 66 PARTNERS LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
PTLC | PACER FDS TR | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
NFLX | NETFLIX INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
NOK | NOKIA CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
NOKIA CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 | |
ET | ENERGY TRANSFER LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
CNI | CANADIAN NATL RY CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
ISRG | INTUITIVE SURGICAL INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
BKNG | BOOKING HOLDINGS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MIDD | MIDDLEBY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MRO | MARATHON OIL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
DVN | DEVON ENERGY CORP NEW | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 | |
BP | BP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
IXC | ISHARES TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
VALE S A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 | |
USO | UNITED STS OIL FD LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
OUST | OUSTER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 | |
SPGI | S&P GLOBAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
VALE | VALE S A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
XLF | SELECT SECTOR SPDR TR | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
VALE | VALE S A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
USO | UNITED STS OIL FD LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 | |
PLTR | PALANTIR TECHNOLOGIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
XONE | EXONE CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
DDD | 3-D SYS CORP DEL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
TME | TENCENT MUSIC ENTMT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PFEB | INNOVATOR ETFS TR | 3 | 3 | 0.44% | 0.46% | 0.48% | Q1 2023 | Q3 2023 | 3 |
PMAR | INNOVATOR ETFS TR | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
UDEC | INNOVATOR ETFS TR | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
T ROWE PRICE ETF INC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 | |
VPL | VANGUARD INTL EQUITY I... | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
AMAT | APPLIED MATLS INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
ECL | ECOLAB INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
IAU | ISHARES GOLD TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
TTEK | TETRA TECH INC NEW | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
USRT | ISHARES TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HAUZ | DBX ETF TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BP PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 | |
SELECT SECTOR SPDR TR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 | |
PALANTIR TECHNOLOGIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 | |
SHELL PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 | |
GLTR | ABERDEEN STD PRECIOUS ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NUSI | ETF SER SOLUTIONS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JPGE | JP MORGAN EXCHANGE TRA... | 2 | 2 | 3.32% | 3.66% | 3.99% | Q4 2019 | Q1 2020 | 2 |
PAPR | INNOVATOR ETFS TR | 2 | 2 | 1.12% | 1.14% | 1.17% | Q2 2023 | Q3 2023 | 2 |
XSLV | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.54% | 0.64% | 0.73% | Q4 2019 | Q1 2020 | 2 |
SLQD | ISHARES TR | 2 | 2 | 0.34% | 0.36% | 0.38% | Q4 2019 | Q1 2020 | 2 |
BMAY | INNOVATOR ETFS TR | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
BMAR | INNOVATOR ETFS TR | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
DIMENSIONAL ETF TRUST | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 | |
COIN | COINBASE GLOBAL INC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
WARNER BROS DISCOVERY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 | |
BNOV | INNOVATOR ETFS TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MAXR | MAXAR TECHNOLOGIES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MDB | MONGODB INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SNOW | SNOWFLAKE INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PDEC | INNOVATOR ETFS TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
DVY | ISHARES TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SPGM | SPDR INDEX SHS FDS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TTWO | TAKE-TWO INTERACTIVE S... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PSTH | PERSHING SQUARE TONTIN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MARATHON OIL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 | |
IPKW | INVESCO EXCHNG TRADED ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
UBER | UBER TECHNOLOGIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
GE | GENERAL ELECTRIC CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
TENCENT MUSIC ENTMT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 | |
ALK | ALASKA AIR GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
JMOM | JP MORGAN EXCHANGE TRA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
DVN | DEVON ENERGY CORP NEW | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WPX | WPX ENERGY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 | |
FBND | FIDELITY MERRIMACK STR TR | 1 | 1 | 6.80% | 6.80% | 6.80% | Q3 2023 | Q3 2023 | 1 |
INNOVATOR ETFS TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 | |
PSEP | INNOVATOR ETFS TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
IMCG | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
SJM | SMUCKER J M CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
BNTX | BIONTECH SE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SCHP | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SPIP | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
EFG | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HDV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PJUL | INNOVATOR ETFS TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ABT | ABBOTT LABS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
XLRN | ACCELERON PHARMA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TBIO | TRANSLATE BIO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TDF | TEMPLETON DRAGON FD INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SCHH | SCHWAB STRATEGIC TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EMLC | VANECK VECTORS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PJUN | INNOVATOR ETFS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PAA | PLAINS ALL AMERN PIPEL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 | |
BE | BLOOM ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
USHY | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DEVON ENERGY CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 | |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIS | FIDELITY NATL INFORMAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TDG | TRANSDIGM GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EBND | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AMC | AMC ENTMT HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EL | LAUDER ESTEE COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROCC | ROTH CH ACQUISITION II CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 | |
NCR | NCR CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
STITCH FIX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 | |
JETS | ETF SER SOLUTIONS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RDSB | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ETF SER SOLUTIONS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 | |
WAB | WABTEC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SCZ | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TDC | TERADATA CORP DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Download |
The securities at the top of the list , including PIMCO ETF TR, JP MORGAN EXCHANGE TRADED FD, and PIMCO ETF TR, are the highest-conviction holdings of John W. Brooker & Co., CPAs.
The conviction is calculated by counting the number of quarters a security has been reported by John W. Brooker & Co., CPAs. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that John W. Brooker & Co., CPAs owns currently or has owned in the past.