Planned Solutions, Inc. holdings history

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494 is the total number of securities Planned Solutions, Inc. has owned. The longest Planned Solutions, Inc. has owned a single stock is 11 quarters.

Planned Solutions, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MOAT VANECK VECTORS MORNING...7413.40%15.01%17.73%Q3 2020Q2 202311
FNDX SCHWAB FUNDAMENTAL U.S...7411.34%13.54%17.21%Q3 2020Q2 202311
ITOT ISHARES CORE S&P TOTAL...748.41%9.17%10.62%Q3 2020Q2 202311
MTUM ISHARES EDGE MSCI USA ...740.56%5.78%12.66%Q3 2020Q2 202311
IEFA ISHARES CORE MSCI EAFE...742.97%3.52%4.11%Q3 2020Q2 202311
TIP ISHARES TIPS BOND ETF740.12%3.12%6.57%Q3 2020Q2 202311
SCHO SCHWAB SHORT-TERM US T...740.44%2.97%8.16%Q3 2020Q2 202311
SCHA SCHWAB U.S. SMALL-CAP ETF742.64%2.93%3.64%Q3 2020Q2 202311
QQQ INVESCO QQQ TRUST SERI...740.33%2.32%9.86%Q3 2020Q2 202311
ITW ILLINOIS TOOL WKS INC COM741.26%1.88%6.58%Q3 2020Q2 202311
AAPL APPLE INC COM741.44%1.86%2.45%Q3 2020Q2 202311
FILL ISHARES MSCI GLOBAL EN...741.13%1.86%3.21%Q3 2020Q2 202311
MINT PIMCO ENHANCED SHORT M...740.57%1.48%2.14%Q3 2020Q2 202311
LLY LILLY ELI & CO COM740.71%0.97%1.40%Q3 2020Q2 202311
DVY ISHARES SELECT DIVIDEN...740.58%0.96%1.34%Q3 2020Q2 202311
IWM ISHARES RUSSELL 2000 ETF740.76%0.94%1.08%Q3 2020Q2 202311
SCHB SCHWAB U.S. BROAD MARK...740.61%0.76%0.94%Q3 2020Q2 202311
MSFT MICROSOFT CORP COM740.42%0.67%0.89%Q3 2020Q2 202311
GNMA ISHARES GNMA BOND FUND740.42%0.58%0.69%Q3 2020Q2 202311
MCD MCDONALDS CORP COM740.47%0.56%0.80%Q3 2020Q2 202311
IDV ISHARES INTERNATIONAL ...740.38%0.55%0.69%Q3 2020Q2 202311
BRKB BERKSHIRE HATHAWAY INC...740.38%0.48%0.61%Q3 2020Q2 202311
SCHF SCHWAB INTERNATIONAL E...740.44%0.48%0.63%Q3 2020Q2 202311
JNJ JOHNSON & JOHNSON COM740.40%0.47%0.61%Q3 2020Q2 202311
IJH ISHARES S&P MIDCAP FUND740.33%0.40%0.49%Q3 2020Q2 202311
PG PROCTER AND GAMBLE CO COM740.35%0.40%0.49%Q3 2020Q2 202311
LRGF ISHARES U.S. EQUITY FA...740.28%0.37%0.48%Q3 2020Q2 202311
AGG ISHARES CORE U.S. AGGR...740.19%0.36%0.46%Q3 2020Q2 202311
INTC INTEL CORP COM740.14%0.35%0.48%Q3 2020Q2 202311
LQD ISHARES IBOXX $ INVEST...740.00%0.34%0.51%Q3 2020Q2 202311
VTV VANGUARD VALUE INDEX FUND740.27%0.32%0.44%Q3 2020Q2 202311
GOOG ALPHABET INC CAP STK CL C740.19%0.32%0.44%Q3 2020Q2 202311
FB META PLATFORMS INC CL A740.17%0.29%0.42%Q3 2020Q2 202311
VIG VANGUARD DIVIDEND APPR...740.23%0.28%0.36%Q3 2020Q2 202311
VZ VERIZON COMMUNICATIONS...740.18%0.28%0.39%Q3 2020Q2 202311
CVX CHEVRON CORP NEW COM740.17%0.26%0.37%Q3 2020Q2 202311
MRK MERCK & CO. INC COM740.17%0.25%0.33%Q3 2020Q2 202311
COST COSTCO WHSL CORP NEW COM740.17%0.23%0.33%Q3 2020Q2 202311
INTU INTUIT COM740.12%0.23%0.36%Q3 2020Q2 202311
SCHD SCHWAB US DIVIDEND EQU...740.18%0.20%0.26%Q3 2020Q2 202311
MO ALTRIA GROUP INC COM740.14%0.20%0.23%Q3 2020Q2 202311
CSCO CISCO SYS INC COM740.14%0.19%0.24%Q3 2020Q2 202311
JPM JPMORGAN CHASE & CO COM740.08%0.19%0.23%Q3 2020Q2 202311
GS GOLDMAN SACHS GROUP IN...740.07%0.17%0.23%Q3 2020Q2 202311
BAC BK OF AMERICA CORP COM740.10%0.17%0.22%Q3 2020Q2 202311
MS MORGAN STANLEY COM NEW740.06%0.15%0.19%Q3 2020Q2 202311
IVV ISHARES CORE S&P 500 ETF710.12%0.38%0.51%Q3 2020Q2 202310
ADBE ADOBE SYSTEMS INCORPOR...430.16%0.23%0.32%Q3 2020Q2 202310
TMO THERMO FISHER SCIENTIF...710.15%0.21%0.29%Q3 2020Q2 202310
VLUE ISHARES MSCI USA VALUE...640.16%0.20%0.23%Q3 2020Q1 202310
SPY SPDR S&P 500 ETF TRUST430.16%0.20%0.34%Q3 2020Q2 202310
VHT VANGUARD HEALTH CARE I...710.13%0.16%0.20%Q3 2020Q2 202310
IVW ISHARES S&P 500 GROWTH...410.38%1.56%5.48%Q3 2020Q2 20239
IBM INTERNATIONAL BUSINESS...720.09%0.35%0.58%Q3 2020Q2 20239
WMT WALMART INC COM420.15%0.21%0.34%Q3 2020Q2 20239
NUE NUCOR CORP COM720.08%0.19%0.25%Q3 2020Q2 20239
PFE PFIZER INC COM720.12%0.18%0.30%Q3 2020Q2 20239
RPV INVESCO S&P 500 PURE V...620.00%2.55%8.18%Q3 2020Q2 20238
ITW ILLINOIS TOOL WKS INC COM710.00%1.59%2.72%Q2 2021Q2 20238
VCSH VANGUARD SHORT-TERM CO...440.26%0.32%0.38%Q3 2020Q3 20228
IJK ISHARES S&P MID-CAP 40...410.26%0.32%0.36%Q4 2020Q2 20238
SRLN SPDR BLACKSTONE SENIOR...420.13%0.15%0.17%Q3 2020Q2 20238
OEF ISHARES S&P 100 ETF410.03%0.14%0.18%Q3 2020Q2 20238
VEU VANGUARD FTSE ALL-WORL...310.01%2.82%6.70%Q4 2020Q2 20237
VTR VENTAS INC COM430.19%0.23%0.26%Q3 2020Q2 20227
NVDA NVIDIA CORPORATION COM210.07%0.20%0.30%Q3 2020Q2 20237
ABT ABBOTT LABS COM310.13%0.18%0.29%Q3 2020Q2 20237
FIVG DEFIANCE NEXT GEN CONN...310.13%0.17%0.21%Q3 2020Q4 20227
CF CF INDS HLDGS INC COM520.08%0.16%0.22%Q3 2020Q4 20227
IVE ISHARES S&P 500 VALUE ETF410.12%0.33%0.40%Q3 2020Q2 20236
SHELL PLC SPON ADS660.16%0.18%0.21%Q1 2022Q2 20236
ROP ROPER TECHNOLOGIES INC...420.09%0.17%0.20%Q3 2020Q1 20226
EQR EQUITY RESIDENTIAL SH ...420.09%0.14%0.16%Q3 2020Q1 20226
IYZ ISHARES U.S. TELECOMMU...410.58%1.86%3.66%Q3 2020Q4 20215
XOM EXXON MOBIL CORP COM320.01%0.09%0.17%Q3 2020Q2 20235
SPGP INVESTCO S&P 500 GARP ETF444.96%5.03%5.12%Q3 2022Q2 20234
JVAL JP MORGAN US VALUE FAC...444.04%4.56%5.01%Q3 2022Q2 20234
ABBV ABBVIE INC COM220.10%0.15%0.20%Q3 2020Q1 20224
SRC SPIRIT RLTY CAP INC NE...210.14%0.14%0.15%Q3 2020Q4 20214
ICF ISHARES COHEN & STEERS...220.04%0.10%0.16%Q3 2020Q1 20224
EFA ISHARES MSCI EAFE ETF210.02%0.08%0.14%Q3 2020Q4 20214
UMC UNITED MICROELECTRONIC...440.07%0.08%0.08%Q3 2022Q2 20234
JPMORGAN INCOME ETF337.64%8.13%8.71%Q4 2022Q2 20233
VEA VANGUARD FTSE DEVELOPE...210.10%3.32%4.99%Q3 2020Q2 20233
MOTI VANECK MORNINGSTAR INT...330.17%0.52%0.70%Q4 2022Q2 20233
VOT VANGUARD MID-CAP GROWT...210.14%0.14%0.14%Q3 2020Q4 20213
WELL WELLTOWER INC COM210.12%0.13%0.16%Q3 2020Q1 20223
VGT VANGUARD INFORMATION T...210.08%0.12%0.19%Q3 2020Q4 20213
DHI D R HORTON INC COM210.05%0.12%0.16%Q4 2020Q2 20233
COP CONOCOPHILLIPS COM210.04%0.08%0.15%Q3 2020Q4 20223
PHM PULTE GROUP INC COM210.04%0.07%0.13%Q3 2020Q2 20233
BIV VANGUARD INTERMEDIATE-...227.03%7.25%7.47%Q1 2023Q2 20232
BND VANGUARD TOTAL BOND MA...220.17%0.24%0.31%Q3 2020Q4 20202
IJR ISHARES S&P SMALL-CAP ...220.14%0.15%0.15%Q3 2020Q4 20202
IDU ISHARES U.S. UTILITIES...220.14%0.15%0.16%Q3 2020Q4 20202
USMV ISHARES MSCI USA MIN V...220.14%0.15%0.16%Q3 2020Q4 20202
AMGN AMGEN INC COM220.13%0.14%0.15%Q3 2020Q4 20202
AWR AMER STATES WTR CO COM220.12%0.13%0.14%Q3 2020Q4 20202
IYY ISHARES DOW JONES U.S....220.13%0.13%0.14%Q1 2023Q2 20232
LMT LOCKHEED MARTIN CORP COM220.11%0.13%0.15%Q3 2020Q4 20202
MA MASTERCARD INCORPORATE...220.12%0.13%0.14%Q3 2020Q4 20202
AMZN AMAZON COM INC COM220.12%0.13%0.14%Q3 2020Q4 20202
SBUX STARBUCKS CORP COM220.12%0.12%0.12%Q3 2020Q4 20202
KO COCA COLA CO COM220.10%0.11%0.12%Q3 2020Q4 20202
TXN TEXAS INSTRS INC COM220.10%0.10%0.10%Q3 2020Q4 20202
UPS UNITED PARCEL SERVICE ...220.09%0.10%0.11%Q3 2020Q4 20202
SCHV SCHWAB U.S. LARGE-CAP ...220.09%0.10%0.10%Q3 2020Q4 20202
WPC WP CAREY INC COM220.09%0.10%0.10%Q3 2020Q4 20202
SCHE SCHWAB EMERGING MARKET...220.09%0.09%0.09%Q3 2020Q4 20202
KHC KRAFT HEINZ CO COM220.09%0.09%0.10%Q3 2020Q4 20202
PM PHILIP MORRIS INTL INC...220.08%0.09%0.10%Q3 2020Q4 20202
ANET ARISTA NETWORKS INC COM110.05%0.09%0.13%Q4 2020Q1 20232
EMN EASTMAN CHEM CO COM220.08%0.09%0.09%Q3 2020Q4 20202
MDC M D C HLDGS INC COM220.08%0.08%0.09%Q3 2020Q4 20202
DEO DIAGEO PLC SPON ADR NEW220.08%0.08%0.08%Q3 2020Q4 20202
IEMG ISHARES CORE MSCI EMER...220.08%0.08%0.08%Q3 2020Q4 20202
DLR DIGITAL RLTY TR INC COM220.05%0.08%0.11%Q3 2020Q4 20202
ADP AUTOMATIC DATA PROCESS...220.08%0.08%0.08%Q3 2020Q4 20202
FAST FASTENAL CO COM220.08%0.08%0.08%Q3 2020Q4 20202
XLK TECHNOLOGY SELECT SECT...220.08%0.08%0.08%Q3 2020Q4 20202
VBK VANGUARD SMALL-CAP GRO...220.08%0.08%0.08%Q3 2020Q4 20202
C CITIGROUP INC COM NEW220.06%0.07%0.09%Q3 2020Q4 20202
CAT CATERPILLAR INC DEL COM220.07%0.07%0.07%Q3 2020Q4 20202
VOO VANGUARD S&P 500 ETF220.07%0.07%0.08%Q3 2020Q4 20202
CINF CINCINNATI FINL CORP COM220.07%0.07%0.08%Q3 2020Q4 20202
MPW MEDICAL PPTYS TRUST IN...220.07%0.07%0.07%Q1 2023Q2 20232
T AT&T INC COM220.07%0.07%0.08%Q3 2020Q4 20202
PXQ INVESCO DYNAMIC NETWOR...220.07%0.07%0.07%Q3 2020Q4 20202
LYB LYONDELLBASELL INDUSTR...220.07%0.07%0.07%Q3 2020Q4 20202
CVS CVS HEALTH CORP COM220.07%0.07%0.07%Q3 2020Q4 20202
PEP PEPSICO INC COM220.07%0.07%0.07%Q3 2020Q4 20202
VIAC VIACOMCBS INC CL B220.05%0.07%0.09%Q3 2020Q4 20202
JNPR JUNIPER NETWORKS INC COM220.06%0.07%0.07%Q3 2020Q4 20202
CNP CENTERPOINT ENERGY INC...220.06%0.07%0.07%Q3 2020Q4 20202
GIS GENERAL MLS INC COM220.06%0.07%0.08%Q3 2020Q4 20202
PRU PRUDENTIAL FINL INC COM220.06%0.07%0.07%Q3 2020Q4 20202
TSLA TESLA INC COM220.06%0.07%0.08%Q3 2020Q4 20202
MDLZ MONDELEZ INTL INC CL A220.06%0.07%0.07%Q3 2020Q4 20202
EXC EXELON CORP COM220.06%0.06%0.07%Q3 2020Q4 20202
SYF SYNCHRONY FINANCIAL COM220.06%0.06%0.07%Q3 2020Q4 20202
ABC AMERISOURCEBERGEN CORP...220.05%0.06%0.08%Q3 2020Q4 20202
GOOGL ALPHABET INC CAP STK CL A220.06%0.06%0.07%Q3 2020Q4 20202
AEP AMERICAN ELEC PWR CO I...220.06%0.06%0.07%Q3 2020Q4 20202
KEY KEYCORP COM220.06%0.06%0.07%Q3 2020Q4 20202
RDSA ROYAL DUTCH SHELL PLC ...220.06%0.06%0.07%Q3 2020Q4 20202
RF REGIONS FINANCIAL CORP...220.06%0.06%0.07%Q3 2020Q4 20202
FITB FIFTH THIRD BANCORP COM220.06%0.06%0.06%Q3 2020Q4 20202
FNDB SCHWAB FUNDAMENTAL U.S...220.06%0.06%0.06%Q3 2020Q4 20202
MMM 3M CO COM220.06%0.06%0.06%Q3 2020Q4 20202
RIO RIO TINTO PLC SPONSORE...220.06%0.06%0.06%Q3 2020Q4 20202
MDT MEDTRONIC PLC SHS220.06%0.06%0.06%Q3 2020Q4 20202
TTE TOTAL SE SPONSORED ADS220.05%0.06%0.06%Q3 2020Q4 20202
CFG CITIZENS FINL GROUP IN...220.06%0.06%0.06%Q3 2020Q4 20202
PWV INVESCO DYNAMIC LARGE ...220.06%0.06%0.06%Q3 2020Q4 20202
DUK DUKE ENERGY CORP NEW C...220.05%0.06%0.06%Q3 2020Q4 20202
CMCSA COMCAST CORP NEW CL A220.03%0.06%0.08%Q3 2020Q4 20202
PNC PNC FINL SVCS GROUP IN...220.05%0.06%0.06%Q3 2020Q4 20202
HIG HARTFORD FINL SVCS GRO...220.05%0.06%0.06%Q3 2020Q4 20202
VRP INVESCO VARIABLE RATE ...220.05%0.06%0.06%Q3 2020Q4 20202
NTRS NORTHERN TR CORP COM220.05%0.06%0.06%Q3 2020Q4 20202
GLD SPDR GOLD SHARES220.05%0.05%0.06%Q3 2020Q4 20202
STT STATE STR CORP COM220.05%0.05%0.05%Q3 2020Q4 20202
BEP BROOKFIELD RENEWABLE P...220.05%0.05%0.05%Q3 2020Q4 20202
DIS DISNEY WALT CO COM DISNEY220.02%0.05%0.08%Q3 2020Q4 20202
RDSB ROYAL DUTCH SHELL PLC ...220.05%0.05%0.05%Q3 2020Q4 20202
TDS TELEPHONE & DATA SYS I...220.04%0.05%0.05%Q3 2020Q4 20202
UL UNILEVER PLC SPON ADR NEW220.04%0.05%0.06%Q3 2020Q4 20202
GSK GLAXOSMITHKLINE PLC SP...220.04%0.05%0.05%Q3 2020Q4 20202
FNDA SCHWAB FUNDAMENTAL U.S...220.05%0.05%0.05%Q3 2020Q4 20202
VMW VMWARE INC CL A COM220.05%0.05%0.05%Q3 2020Q4 20202
IYW ISHARES U.S. TECHNOLOG...220.05%0.05%0.05%Q3 2020Q4 20202
IAU ISHARES COMEX GOLD TRUST220.04%0.05%0.05%Q3 2020Q4 20202
PLD PROLOGIS INC. COM220.02%0.05%0.07%Q3 2020Q4 20202
SJM SMUCKER J M CO COM NEW220.04%0.05%0.05%Q3 2020Q4 20202
FNF FIDELITY NATIONAL FINA...220.05%0.05%0.05%Q3 2020Q4 20202
CME CME GROUP INC COM220.04%0.05%0.05%Q3 2020Q4 20202
XLF FINANCIAL SELECT SECTO...220.04%0.05%0.05%Q3 2020Q4 20202
KMB KIMBERLY-CLARK CORP COM220.04%0.04%0.05%Q3 2020Q4 20202
ACN ACCENTURE PLC IRELAND ...220.01%0.04%0.08%Q3 2020Q4 20202
WBA WALGREENS BOOTS ALLIAN...220.04%0.04%0.04%Q3 2020Q4 20202
TGT TARGET CORP COM220.04%0.04%0.04%Q3 2020Q4 20202
HYG ISHARES IBOXX $ HIGH Y...220.04%0.04%0.05%Q3 2020Q4 20202
VDC VANGUARD CONSUMER STAP...220.04%0.04%0.04%Q3 2020Q4 20202
BX BLACKSTONE GROUP INC C...220.03%0.04%0.06%Q3 2020Q4 20202
AEE AMEREN CORP COM220.04%0.04%0.05%Q3 2020Q4 20202
FSK FS KKR CAPITAL CORP COM220.04%0.04%0.04%Q3 2020Q4 20202
IHI ISHARES U.S. MEDICAL D...220.04%0.04%0.04%Q3 2020Q4 20202
WY WEYERHAEUSER CO MTN BE...220.04%0.04%0.04%Q3 2020Q4 20202
CDNS CADENCE DESIGN SYSTEM ...220.02%0.04%0.07%Q3 2020Q4 20202
ICLN ISHARES S&P GLOBAL CLE...220.04%0.04%0.05%Q3 2020Q4 20202
NEM NEWMONT CORP COM220.01%0.04%0.07%Q3 2020Q4 20202
DGX QUEST DIAGNOSTICS INC COM220.04%0.04%0.04%Q3 2020Q4 20202
WDAY WORKDAY INC CL A220.04%0.04%0.04%Q3 2020Q4 20202
PDM PIEDMONT OFFICE REALTY...220.04%0.04%0.04%Q3 2020Q4 20202
HD HOME DEPOT INC COM220.03%0.04%0.04%Q3 2020Q4 20202
QUAL ISHARES MSCI USA QUALI...220.04%0.04%0.04%Q3 2020Q4 20202
IAGG ISHARES CORE INTERNATI...220.03%0.04%0.04%Q3 2020Q4 20202
BSV VANGUARD SHORT-TERM BO...220.03%0.04%0.04%Q3 2020Q4 20202
VUG VANGUARD GROWTH INDEX ...220.04%0.04%0.04%Q3 2020Q4 20202
EMB ISHARES J.P. MORGAN US...220.02%0.04%0.05%Q3 2020Q4 20202
VXF VANGUARD EXTENDED MARK...220.03%0.03%0.04%Q3 2020Q4 20202
ALL ALLSTATE CORP COM220.03%0.03%0.04%Q3 2020Q4 20202
IJS ISHARES S&P SMALL-CAP ...220.03%0.03%0.04%Q3 2020Q4 20202
SRE SEMPRA ENERGY COM220.03%0.03%0.04%Q3 2020Q4 20202
RSP INVESCO S&P 500 EQUAL ...220.03%0.03%0.03%Q3 2020Q4 20202
BLV VANGUARD LONG-TERM BON...220.03%0.03%0.04%Q3 2020Q4 20202
ITB ISHARES U.S. HOME CONS...220.03%0.03%0.04%Q3 2020Q4 20202
IWS ISHARES RUSSELL MID-CA...220.03%0.03%0.03%Q3 2020Q4 20202
VLO VALERO ENERGY CORP COM220.03%0.03%0.03%Q3 2020Q4 20202
VB VANGUARD SMALL-CAP IND...220.03%0.03%0.03%Q3 2020Q4 20202
NKE NIKE INC CL B220.03%0.03%0.03%Q3 2020Q4 20202
VNQ VANGUARD REAL ESTATE ETF220.03%0.03%0.03%Q3 2020Q4 20202
NAC NUVEEN CA QUALTY MUN I...220.02%0.03%0.03%Q3 2020Q4 20202
MDU MDU RES GROUP INC COM220.00%0.03%0.05%Q3 2020Q4 20202
PSX PHILLIPS 66 COM220.02%0.03%0.03%Q3 2020Q4 20202
HSKA HESKA CORP COM RESTRC NEW220.02%0.03%0.03%Q3 2020Q4 20202
FNDF SCHWAB FUNDAMENTAL INT...220.03%0.03%0.03%Q3 2020Q4 20202
FANG DIAMONDBACK ENERGY INC...220.02%0.03%0.03%Q3 2020Q4 20202
CORT CORCEPT THERAPEUTICS I...220.01%0.03%0.04%Q3 2020Q4 20202
ITA ISHARES U.S. AEROSPACE...220.02%0.02%0.02%Q3 2020Q4 20202
RTX RAYTHEON TECHNOLOGIES ...220.02%0.02%0.02%Q3 2020Q4 20202
AJRD AEROJET ROCKETDYNE HLD...220.02%0.02%0.02%Q3 2020Q4 20202
ET ENERGY TRANSFER LP COM...220.02%0.02%0.03%Q3 2020Q4 20202
RPG INVESCO S&P 500 PURE G...220.02%0.02%0.02%Q3 2020Q4 20202
IWF ISHARES RUSSELL 1000 G...220.02%0.02%0.02%Q3 2020Q4 20202
FDX FEDEX CORP COM220.02%0.02%0.02%Q3 2020Q4 20202
BABA ALIBABA GROUP HLDG LTD...220.02%0.02%0.02%Q3 2020Q4 20202
WFC WELLS FARGO CO NEW COM220.02%0.02%0.02%Q3 2020Q4 20202
NFLX NETFLIX INC COM220.02%0.02%0.02%Q3 2020Q4 20202
PHO INVESCO WATER RESOURCE...220.02%0.02%0.02%Q3 2020Q4 20202
BA BOEING CO COM220.02%0.02%0.02%Q3 2020Q4 20202
EPD ENTERPRISE PRODS PARTN...220.01%0.02%0.04%Q3 2020Q4 20202
IBB ISHARES NASDAQ BIOTECH...220.02%0.02%0.02%Q3 2020Q4 20202
NSC NORFOLK SOUTHN CORP COM220.02%0.02%0.02%Q3 2020Q4 20202
VWO VANGUARD FTSE EMERGING...220.01%0.02%0.03%Q3 2020Q4 20202
PNQI INVESCO NASDAQ INTERNE...220.02%0.02%0.02%Q3 2020Q4 20202
FE FIRSTENERGY CORP COM220.02%0.02%0.02%Q3 2020Q4 20202
TSBK TIMBERLAND BANCORP INC...220.02%0.02%0.02%Q3 2020Q4 20202
AMBA AMBARELLA INC SHS220.02%0.02%0.02%Q3 2020Q4 20202
STAG STAG INDL INC COM220.01%0.02%0.02%Q3 2020Q4 20202
BIP BROOKFIELD INFRAST PAR...220.01%0.02%0.02%Q3 2020Q4 20202
XLI INDUSTRIAL SELECT SECT...220.02%0.02%0.02%Q3 2020Q4 20202
RCL ROYAL CARIBBEAN GROUP COM220.02%0.02%0.02%Q3 2020Q4 20202
IAK ISHARES U.S. INSURANCE...220.02%0.02%0.02%Q3 2020Q4 20202
VTI VANGUARD TOTAL STOCK M...220.02%0.02%0.02%Q3 2020Q4 20202
HRL HORMEL FOODS CORP COM220.02%0.02%0.02%Q3 2020Q4 20202
EEM ISHARES MSCI EMERGING ...220.02%0.02%0.02%Q3 2020Q4 20202
CCL CARNIVAL CORP PAIRED CTF220.02%0.02%0.02%Q3 2020Q4 20202
BEPC BROOKFIELD RENEWABLE C...220.02%0.02%0.02%Q3 2020Q4 20202
IXN ISHARES GLOBAL TECH ETF220.02%0.02%0.02%Q3 2020Q4 20202
SO SOUTHERN CO COM220.02%0.02%0.02%Q3 2020Q4 20202
K KELLOGG CO COM220.01%0.02%0.02%Q3 2020Q4 20202
SMED SHARPS COMPLIANCE CORP...220.01%0.02%0.02%Q3 2020Q4 20202
PACW PACWEST BANCORP DEL COM220.01%0.02%0.02%Q3 2020Q4 20202
AUY YAMANA GOLD INC COM220.01%0.02%0.02%Q3 2020Q4 20202
PDT HANCOCK JOHN PREM DIVI...220.01%0.01%0.02%Q3 2020Q4 20202
ESGU ISHARES ESG AWARE MSCI...220.01%0.01%0.01%Q3 2020Q4 20202
ZBH ZIMMER BIOMET HOLDINGS...220.01%0.01%0.01%Q3 2020Q4 20202
CARR CARRIER GLOBAL CORPORA...220.01%0.01%0.01%Q3 2020Q4 20202
AMJ JPMORGAN ALERIAN MLP I...220.01%0.01%0.01%Q3 2020Q4 20202
OTIS OTIS WORLDWIDE CORP COM220.01%0.01%0.01%Q3 2020Q4 20202
IWD ISHARES RUSSELL 1000 V...220.01%0.01%0.01%Q3 2020Q4 20202
SYK STRYKER CORPORATION COM220.01%0.01%0.01%Q3 2020Q4 20202
IYE ISHARES U.S. ENERGY ETF220.01%0.01%0.01%Q3 2020Q4 20202
CLDR CLOUDERA INC COM220.01%0.01%0.01%Q3 2020Q4 20202
USB US BANCORP DEL COM NEW220.01%0.01%0.01%Q3 2020Q4 20202
PWR QUANTA SVCS INC COM220.01%0.01%0.01%Q3 2020Q4 20202
PEAK HEALTHPEAK PROPERTIES ...220.01%0.01%0.01%Q3 2020Q4 20202
MET METLIFE INC COM220.01%0.01%0.01%Q3 2020Q4 20202
TEL TE CONNECTIVITY LTD RE...220.01%0.01%0.01%Q3 2020Q4 20202
IYG ISHARES U.S. FINANCIAL...220.01%0.01%0.01%Q3 2020Q4 20202
BKLN INVESCO SENIOR LOAN ETF220.01%0.01%0.01%Q3 2020Q4 20202
LOW LOWES COS INC COM220.01%0.01%0.01%Q3 2020Q4 20202
PPL PPL CORP COM220.01%0.01%0.01%Q3 2020Q4 20202
SNY SANOFI SPONSORED ADR220.01%0.01%0.01%Q3 2020Q4 20202
NNN NATIONAL RETAIL PROPER...220.01%0.01%0.01%Q3 2020Q4 20202
SBIO ALPS MEDICAL BREAKTHRO...220.01%0.01%0.01%Q3 2020Q4 20202
NAVI NAVIENT CORPORATION COM220.01%0.01%0.01%Q3 2020Q4 20202
ETM ENTERCOM COMMUNICATION...220.00%0.01%0.02%Q3 2020Q4 20202
CRM SALESFORCE COM INC COM220.01%0.01%0.01%Q3 2020Q4 20202
PFF ISHARES PREFERRED AND ...220.01%0.01%0.01%Q3 2020Q4 20202
GDX VANECK VECTORS GOLD MI...220.01%0.01%0.01%Q3 2020Q4 20202
USIG ISHARES BROAD USD INVE...220.01%0.01%0.01%Q3 2020Q4 20202
XLB MATERIALS SELECT SECTO...220.01%0.01%0.01%Q3 2020Q4 20202
CLMT CALUMET SPECIALTY PROD...220.00%0.01%0.01%Q3 2020Q4 20202
AFIN AMERICAN FIN TR INC CO...220.01%0.01%0.01%Q3 2020Q4 20202
VO VANGUARD MID-CAP INDEX...220.01%0.01%0.01%Q3 2020Q4 20202
BHF BRIGHTHOUSE FINL INC COM220.00%0.01%0.01%Q3 2020Q4 20202
PIM PUTNAM MASTER INTER IN...220.01%0.01%0.01%Q3 2020Q4 20202
IYT ISHARES TRANSPORTATION...220.01%0.01%0.01%Q3 2020Q4 20202
VT VANGUARD TOTAL WORLD S...220.01%0.01%0.01%Q3 2020Q4 20202
DFS DISCOVER FINL SVCS COM220.00%0.01%0.01%Q3 2020Q4 20202
PZA INVESCO NATIONAL AMT-F...220.00%0.00%0.01%Q3 2020Q4 20202
HON HONEYWELL INTL INC COM220.00%0.00%0.01%Q3 2020Q4 20202
AMUB ETRACS ALERIAN MLP IND...220.00%0.00%0.01%Q3 2020Q4 20202
ZTS ZOETIS INC CL A220.00%0.00%0.01%Q3 2020Q4 20202
CLIR CLEARSIGN TECHNOLOGIES...220.00%0.00%0.00%Q3 2020Q4 20202
AMT AMERICAN TOWER CORP NE...220.00%0.00%0.01%Q3 2020Q4 20202
ELY CALLAWAY GOLF CO COM220.00%0.00%0.00%Q3 2020Q4 20202
GE GENERAL ELECTRIC CO COM220.00%0.00%0.01%Q3 2020Q4 20202
SHW SHERWIN WILLIAMS CO COM220.00%0.00%0.00%Q3 2020Q4 20202
XLU UTILITIES SELECT SECTO...220.00%0.00%0.00%Q3 2020Q4 20202
EXAS EXACT SCIENCES CORP COM220.00%0.00%0.00%Q3 2020Q4 20202
CDK CDK GLOBAL INC COM220.00%0.00%0.00%Q3 2020Q4 20202
CSX CSX CORP COM220.00%0.00%0.00%Q3 2020Q4 20202
ILMN ILLUMINA INC COM220.00%0.00%0.00%Q3 2020Q4 20202
CTVA CORTEVA INC COM220.00%0.00%0.00%Q3 2020Q4 20202
SMMU PIMCO SHORT TERM MUNIC...220.00%0.00%0.00%Q3 2020Q4 20202
BIPC BROOKFIELD INFRASTRUCT...220.00%0.00%0.00%Q3 2020Q4 20202
AMRB AMERICAN RIV BANKSHARE...220.00%0.00%0.00%Q3 2020Q4 20202
IYM ISHARES U.S. BASIC MAT...220.00%0.00%0.00%Q3 2020Q4 20202
TFI SPDR NUVEEN BLOOMBERG ...220.00%0.00%0.00%Q3 2020Q4 20202
CNSL CONSOLIDATED COMM HLDG...220.00%0.00%0.00%Q3 2020Q4 20202
HAL HALLIBURTON CO COM220.00%0.00%0.00%Q3 2020Q4 20202
RAD RITE AID CORP COM220.00%0.00%0.00%Q3 2020Q4 20202
LFVN LIFEVANTAGE CORP COM NEW220.00%0.00%0.00%Q3 2020Q4 20202
KMI KINDER MORGAN INC DEL COM220.00%0.00%0.00%Q3 2020Q4 20202
HYMB SPDR NUVEEN BLOOMBERG ...220.00%0.00%0.00%Q3 2020Q4 20202
IYK ISHARES U.S. CONSUMER ...220.00%0.00%0.00%Q3 2020Q4 20202
XBI SPDR S&P BIOTECH ETF220.00%0.00%0.00%Q3 2020Q4 20202
RKT ROCKET COS INC COM CL A220.00%0.00%0.00%Q3 2020Q4 20202
EMLP FIRST TRUST NORTH AMER...220.00%0.00%0.00%Q3 2020Q4 20202
IGF ISHARES GLOBAL INFRAST...220.00%0.00%0.00%Q3 2020Q4 20202
ALEX ALEXANDER & BALDWIN IN...220.00%0.00%0.00%Q3 2020Q4 20202
SPIB SPDR PORTFOLIO INTERME...220.00%0.00%0.00%Q3 2020Q4 20202
OXY OCCIDENTAL PETE CORP COM220.00%0.00%0.00%Q3 2020Q4 20202
SCHZ SCHWAB US AGGREGATE BO...220.00%0.00%0.00%Q3 2020Q4 20202
VBR VANGUARD SMALL-CAP VAL...220.00%0.00%0.00%Q3 2020Q4 20202
MJ ETFMG ALTERNATIVE HARV...220.00%0.00%0.00%Q3 2020Q4 20202
BTU PEABODY ENERGY CORP NE...220.00%0.00%0.00%Q3 2020Q4 20202
ARLP ALLIANCE RESOURCE PART...220.00%0.00%0.00%Q3 2020Q4 20202
CZR CAESARS ENTERTAINMENT ...220.00%0.00%0.00%Q3 2020Q4 20202
DELL DELL TECHNOLOGIES INC ...220.00%0.00%0.00%Q3 2020Q4 20202
GCI GANNETT CO INC COM220.00%0.00%0.00%Q3 2020Q4 20202
ASG LIBERTY ALL-STAR GROWT...220.00%0.00%0.00%Q3 2020Q4 20202
PCG PG&E CORP COM220.00%0.00%0.00%Q3 2020Q4 20202
SONO SONOS INC COM220.00%0.00%0.00%Q3 2020Q4 20202
DON WISDOMTREE U.S. MIDCAP...220.00%0.00%0.00%Q3 2020Q4 20202
LUV SOUTHWEST AIRLS CO COM220.00%0.00%0.00%Q3 2020Q4 20202
AIGWS AMERICAN INTL GROUP IN...220.00%0.00%0.00%Q3 2020Q4 20202
AIG AMERICAN INTL GROUP IN...220.00%0.00%0.00%Q3 2020Q4 20202
NOK NOKIA CORP SPONSORED ADR220.00%0.00%0.00%Q3 2020Q4 20202
WAB WABTEC COM220.00%0.00%0.00%Q3 2020Q4 20202
COOP MR COOPER GROUP INC COM220.00%0.00%0.00%Q3 2020Q4 20202
MLR MILLER INDS INC TENN C...220.00%0.00%0.00%Q3 2020Q4 20202
XLP CONSUMER STAPLES SELEC...220.00%0.00%0.00%Q3 2020Q4 20202
VCIT VANGUARD INTERMEDIATE-...110.66%0.66%0.66%Q4 2022Q4 20221
CLF CLEVELAND-CLIFFS INC N...110.18%0.18%0.18%Q1 2022Q1 20221
GWW GRAINGER W W INC COM110.14%0.14%0.14%Q3 2020Q3 20201
SNA SNAP ON INC COM110.13%0.13%0.13%Q2 2023Q2 20231
JPST JPMORGAN ULTRA-SHORT I...110.12%0.12%0.12%Q2 2023Q2 20231
TTWO TAKE-TWO INTERACTIVE S...110.08%0.08%0.08%Q4 2020Q4 20201
GRMN GARMIN LTD SHS110.07%0.07%0.07%Q4 2020Q4 20201
HASI HANNON ARMSTRONG SUST ...110.07%0.07%0.07%Q4 2020Q4 20201
HFRO HIGHLAND INCOME FD HIG...110.07%0.07%0.07%Q4 2020Q4 20201
TM TOYOTA MOTOR CORP SP A...110.06%0.06%0.06%Q4 2020Q4 20201
DDOG DATADOG INC CL A COM110.06%0.06%0.06%Q4 2020Q4 20201
ABNB AIRBNB INC COM CL A110.06%0.06%0.06%Q4 2020Q4 20201
ESS ESSEX PPTY TR INC COM110.06%0.06%0.06%Q4 2020Q4 20201
SON SONOCO PRODS CO COM110.06%0.06%0.06%Q4 2020Q4 20201
PKG PACKAGING CORP AMER COM110.06%0.06%0.06%Q4 2020Q4 20201
OMC OMNICOM GROUP INC COM110.06%0.06%0.06%Q4 2020Q4 20201
STOR STORE CAP CORP COM110.05%0.05%0.05%Q4 2020Q4 20201
LITE LUMENTUM HLDGS INC COM110.05%0.05%0.05%Q4 2020Q4 20201
VTIP VANGUARD SHORT-TERM IN...110.05%0.05%0.05%Q3 2020Q3 20201
ANTM ANTHEM INC COM110.05%0.05%0.05%Q4 2020Q4 20201
CSIQ CANADIAN SOLAR INC COM110.05%0.05%0.05%Q4 2020Q4 20201
CLX CLOROX CO DEL COM110.05%0.05%0.05%Q4 2020Q4 20201
BWA BORGWARNER INC COM110.05%0.05%0.05%Q4 2020Q4 20201
DAR DARLING INGREDIENTS IN...110.05%0.05%0.05%Q4 2020Q4 20201
MKTX MARKETAXESS HLDGS INC COM110.05%0.05%0.05%Q4 2020Q4 20201
NOW SERVICENOW INC COM110.04%0.04%0.04%Q4 2020Q4 20201
BLD TOPBUILD CORP COM110.04%0.04%0.04%Q4 2020Q4 20201
MYRG MYR GROUP INC DEL COM110.04%0.04%0.04%Q4 2020Q4 20201
MTH MERITAGE HOMES CORP COM110.04%0.04%0.04%Q4 2020Q4 20201
ESE ESCO TECHNOLOGIES INC COM110.04%0.04%0.04%Q4 2020Q4 20201
UNH UNITEDHEALTH GROUP INC...110.04%0.04%0.04%Q4 2020Q4 20201
HUM HUMANA INC COM110.04%0.04%0.04%Q4 2020Q4 20201
MMS MAXIMUS INC COM110.04%0.04%0.04%Q4 2020Q4 20201
CPRT COPART INC COM110.04%0.04%0.04%Q4 2020Q4 20201
EMLC VANECK VECTORS J.P. MO...110.04%0.04%0.04%Q3 2020Q3 20201
BIIB BIOGEN INC COM110.04%0.04%0.04%Q4 2020Q4 20201
WWD WOODWARD INC COM110.04%0.04%0.04%Q4 2020Q4 20201
SSD SIMPSON MANUFACTURING ...110.04%0.04%0.04%Q4 2020Q4 20201
KBH KB HOME COM110.04%0.04%0.04%Q4 2020Q4 20201
SKT TANGER FACTORY OUTLET ...110.04%0.04%0.04%Q4 2020Q4 20201
ESNT ESSENT GROUP LTD COM110.04%0.04%0.04%Q4 2020Q4 20201
RGLD ROYAL GOLD INC COM110.04%0.04%0.04%Q4 2020Q4 20201
HXL HEXCEL CORP NEW COM110.04%0.04%0.04%Q4 2020Q4 20201
BRKS BROOKS AUTOMATION INC ...110.04%0.04%0.04%Q4 2020Q4 20201
INS INTELLIGENT SYS CORP N...110.03%0.03%0.03%Q4 2020Q4 20201
SWM SCHWEITZER-MAUDUIT INT...110.03%0.03%0.03%Q4 2020Q4 20201
UFPI UFP INDUSTRIES INC COM110.03%0.03%0.03%Q4 2020Q4 20201
QDEL QUIDEL CORP COM110.03%0.03%0.03%Q4 2020Q4 20201
FRT FEDERAL RLTY INVT TR S...110.03%0.03%0.03%Q4 2020Q4 20201
MAC MACERICH CO COM110.02%0.02%0.02%Q4 2020Q4 20201
AMBC AMBAC FINL GROUP INC C...110.02%0.02%0.02%Q4 2020Q4 20201
MMP MAGELLAN MIDSTREAM PRT...110.02%0.02%0.02%Q4 2020Q4 20201
JNK SPDR BLOOMBERG BARCLAY...110.02%0.02%0.02%Q3 2020Q3 20201
D DOMINION ENERGY INC COM110.02%0.02%0.02%Q3 2020Q3 20201
IHRT IHEARTMEDIA INC COM CL A110.02%0.02%0.02%Q4 2020Q4 20201
BRY BERRY CORP COM110.02%0.02%0.02%Q4 2020Q4 20201
RNP COHEN & STEERS REIT & ...110.02%0.02%0.02%Q4 2020Q4 20201
VTRS VIATRIS INC COM110.02%0.02%0.02%Q4 2020Q4 20201
DLTH DULUTH HLDGS INC COM CL B110.02%0.02%0.02%Q4 2020Q4 20201
LPG DORIAN LPG LTD SHS USD110.01%0.01%0.01%Q4 2020Q4 20201
ZM ZOOM VIDEO COMMUNICATI...110.01%0.01%0.01%Q3 2020Q3 20201
BAM BROOKFIELD ASSET MGMT ...110.01%0.01%0.01%Q4 2020Q4 20201
AR ANTERO RESOURCES CORP COM110.01%0.01%0.01%Q4 2020Q4 20201
IRM IRON MTN INC NEW COM110.01%0.01%0.01%Q4 2020Q4 20201
CONE CYRUSONE INC COM110.01%0.01%0.01%Q4 2020Q4 20201
RGNX REGENXBIO INC COM110.01%0.01%0.01%Q4 2020Q4 20201
ZYME ZYMEWORKS INC COM110.01%0.01%0.01%Q4 2020Q4 20201
GTLS CHART INDS INC COM PAR...110.01%0.01%0.01%Q4 2020Q4 20201
ARGO ARGO GROUP INTL HLDGS ...110.01%0.01%0.01%Q4 2020Q4 20201
AQMS AQUA METALS INC COM110.01%0.01%0.01%Q4 2020Q4 20201
SNEX STONEX GROUP INC COM110.01%0.01%0.01%Q4 2020Q4 20201
EBC EASTERN BANKSHARES INC...110.01%0.01%0.01%Q4 2020Q4 20201
DXJ WISDOMTREE JAPAN HEDGE...110.01%0.01%0.01%Q3 2020Q3 20201
BVN COMPANIA DE MINAS BUEN...110.01%0.01%0.01%Q4 2020Q4 20201
MUR MURPHY OIL CORP COM110.01%0.01%0.01%Q4 2020Q4 20201
SALT SCORPIO BULKERS INC COM110.01%0.01%0.01%Q4 2020Q4 20201
DAC DANAOS CORPORATION SHS110.01%0.01%0.01%Q4 2020Q4 20201
EVER EVERQUOTE INC COM CL A110.01%0.01%0.01%Q4 2020Q4 20201
EOG EOG RES INC COM110.01%0.01%0.01%Q4 2020Q4 20201
SRG SERITAGE GROWTH PPTYS ...110.01%0.01%0.01%Q4 2020Q4 20201
SPG SIMON PPTY GROUP INC N...110.01%0.01%0.01%Q4 2020Q4 20201
BLUE BLUEBIRD BIO INC COM110.01%0.01%0.01%Q4 2020Q4 20201
NHF NEXPOINT STRATEGIC OPP...110.01%0.01%0.01%Q4 2020Q4 20201
TREE LENDINGTREE INC NEW COM110.01%0.01%0.01%Q4 2020Q4 20201
FLGT FULGENT GENETICS INC COM110.01%0.01%0.01%Q4 2020Q4 20201
SAP SAP SE SPON ADR110.01%0.01%0.01%Q4 2020Q4 20201
FLNG FLEX LNG LTD SHS110.01%0.01%0.01%Q4 2020Q4 20201
DSSI DIAMOND S SHIPPING INC...110.01%0.01%0.01%Q4 2020Q4 20201
HQY HEALTHEQUITY INC COM110.01%0.01%0.01%Q4 2020Q4 20201
CMRE COSTAMARE INC SHS110.01%0.01%0.01%Q4 2020Q4 20201
CDEV CENTENNIAL RESOURCE DE...110.01%0.01%0.01%Q4 2020Q4 20201
GSL GLOBAL SHIP LEASE INC ...110.01%0.01%0.01%Q4 2020Q4 20201
VXUS VANGUARD TOTAL INTERNA...110.01%0.01%0.01%Q4 2020Q4 20201
STXS STEREOTAXIS INC COM NEW110.01%0.01%0.01%Q4 2020Q4 20201
SDC SMILEDIRECTCLUB INC CL...110.01%0.01%0.01%Q4 2020Q4 20201
FLXN FLEXION THERAPEUTICS I...110.01%0.01%0.01%Q4 2020Q4 20201
FENC FENNEC PHARMACEUTICALS...110.01%0.01%0.01%Q4 2020Q4 20201
LYG LLOYDS BANKING GROUP P...110.01%0.01%0.01%Q4 2020Q4 20201
BNDX VANGUARD TOTAL INTERNA...110.01%0.01%0.01%Q4 2020Q4 20201
CVM CEL-SCI CORP COM PAR NEW110.01%0.01%0.01%Q4 2020Q4 20201
GOOS CANADA GOOSE HLDGS INC...110.01%0.01%0.01%Q4 2020Q4 20201
VTOL BRISTOW GROUP INC COM110.01%0.01%0.01%Q4 2020Q4 20201
BNTX BIONTECH SE SPONSORED ADS110.01%0.01%0.01%Q4 2020Q4 20201
TGP TEEKAY LNG PARTNERS L ...110.01%0.01%0.01%Q4 2020Q4 20201
QSR RESTAURANT BRANDS INTL...110.01%0.01%0.01%Q4 2020Q4 20201
ACI ALBERTSONS COS INC COM...110.00%0.00%0.00%Q4 2020Q4 20201
BP BP PLC SPONSORED ADR110.00%0.00%0.00%Q3 2020Q3 20201
REED REEDS INC COM110.00%0.00%0.00%Q4 2020Q4 20201
IAC IAC INTERACTIVECORP NE...110.00%0.00%0.00%Q4 2020Q4 20201
CLVS CLOVIS ONCOLOGY INC COM110.00%0.00%0.00%Q4 2020Q4 20201
SGMO SANGAMO THERAPEUTICS I...110.00%0.00%0.00%Q4 2020Q4 20201
INSW INTERNATIONAL SEAWAYS ...110.00%0.00%0.00%Q4 2020Q4 20201
SBLK STAR BULK CARRIERS COR...110.00%0.00%0.00%Q4 2020Q4 20201
GMRE GLOBAL MED REIT INC CO...110.00%0.00%0.00%Q4 2020Q4 20201
FSLR FIRST SOLAR INC COM110.00%0.00%0.00%Q4 2020Q4 20201
UUUU ENERGY FUELS INC COM NEW110.00%0.00%0.00%Q4 2020Q4 20201
LHX L3HARRIS TECHNOLOGIES ...110.00%0.00%0.00%Q4 2020Q4 20201
LBRDA LIBERTY BROADBAND CORP...110.00%0.00%0.00%Q4 2020Q4 20201
FIS FIDELITY NATL INFORMAT...110.00%0.00%0.00%Q4 2020Q4 20201
CIO CITY OFFICE REIT INC COM110.00%0.00%0.00%Q4 2020Q4 20201
ATCO ATLAS CORP SHARES110.00%0.00%0.00%Q4 2020Q4 20201
ADMP ADAMIS PHARMACEUTICALS...110.00%0.00%0.00%Q4 2020Q4 20201
BLDP BALLARD PWR SYS INC NE...110.00%0.00%0.00%Q4 2020Q4 20201
KL KIRKLAND LAKE GOLD LTD...110.00%0.00%0.00%Q4 2020Q4 20201
AVB AVALONBAY CMNTYS INC COM110.00%0.00%0.00%Q4 2020Q4 20201
MOMO MOMO INC ADR110.00%0.00%0.00%Q4 2020Q4 20201
HII HUNTINGTON INGALLS IND...110.00%0.00%0.00%Q4 2020Q4 20201
URG UR-ENERGY INC COM110.00%0.00%0.00%Q4 2020Q4 20201
DVAX DYNAVAX TECHNOLOGIES C...110.00%0.00%0.00%Q4 2020Q4 20201
ACRX ACELRX PHARMACEUTICALS...110.00%0.00%0.00%Q4 2020Q4 20201
NBIX NEUROCRINE BIOSCIENCES...110.00%0.00%0.00%Q4 2020Q4 20201
WM WASTE MGMT INC DEL COM110.00%0.00%0.00%Q4 2020Q4 20201
AVCO AVALON GLOBOCARE CORP COM110.00%0.00%0.00%Q4 2020Q4 20201
WW WW INTL INC COM110.00%0.00%0.00%Q4 2020Q4 20201
GLOG GASLOG LTD SHS110.00%0.00%0.00%Q4 2020Q4 20201
RRC RANGE RES CORP COM110.00%0.00%0.00%Q4 2020Q4 20201
TRQ TURQUOISE HILL RES LTD...110.00%0.00%0.00%Q4 2020Q4 20201
FISV FISERV INC COM110.00%0.00%0.00%Q4 2020Q4 20201
SCHG SCHWAB U.S. LARGE-CAP ...110.00%0.00%0.00%Q4 2020Q4 20201
INFN INFINERA CORP COM110.00%0.00%0.00%Q4 2020Q4 20201
AKBA AKEBIA THERAPEUTICS IN...110.00%0.00%0.00%Q4 2020Q4 20201
LUMN LUMEN TECHNOLOGIES INC...110.00%0.00%0.00%Q3 2020Q3 20201
LIGHTBRIDGE CORP COM110.00%0.00%0.00%Q4 2020Q4 20201
DOFSQ DIAMOND OFFSHORE DRILL...110.00%0.00%0.00%Q3 2020Q3 20201
AINC ASHFORD INC COM110.00%0.00%0.00%Q4 2020Q4 20201
VALPQ VALARIS PLC SHS CLASS A110.00%0.00%0.00%Q3 2020Q3 20201
LUMN LUMEN TECHNOLOGIES INC...110.00%0.00%0.00%Q4 2020Q4 20201
CRHM CRH MED CORP COM110.00%0.00%0.00%Q3 2020Q3 20201
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The securities at the top of the list , including VANECK VECTORS MORNINGSTAR WIDE MOAT ETF, SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF, and ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF, are the highest-conviction holdings of Planned Solutions, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Planned Solutions, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Planned Solutions, Inc. owns currently or has owned in the past.