Better Money Decisions, LLC - Q2 2021 holdings

$112 Million is the total value of Better Money Decisions, LLC's 618 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 11.2% .

 Value Shares↓ Weighting
IEFA BuyISHARES TRcore msci eafe$13,202,000
+10.9%
176,356
+6.7%
11.80%
-3.9%
SPYG BuySPDR SER TRprtflo s&p500 gw$10,910,000
+15.0%
173,250
+3.0%
9.76%
-0.4%
IGSB BuyISHARES TR$9,652,000
+7.4%
176,091
+7.1%
8.63%
-7.0%
SPTS BuySPDR SER TRportfolio sh tsr$8,970,000
+3.5%
292,749
+3.6%
8.02%
-10.3%
VB BuyVANGUARD INDEX FDSsmall cp etf$4,791,000
+15.4%
21,266
+9.7%
4.28%
+0.0%
SPEM BuySPDR INDEX SHS FDSportfolio emg mk$4,147,000
+10.5%
91,146
+6.3%
3.71%
-4.2%
IJH BuyISHARES TRcore s&p mcp etf$3,736,000
+7.5%
13,902
+4.2%
3.34%
-6.8%
AAPL BuyAPPLE INC$2,514,000
+14.5%
18,359
+2.1%
2.25%
-0.8%
POCT  INNOVATOR ETFS TRs&p 500 pwretf$2,453,000
+2.2%
84,2600.0%2.19%
-11.5%
IJR SellISHARES TRcore s&p scp etf$2,089,000
+1.5%
18,486
-2.5%
1.87%
-12.0%
ESGV BuyVANGUARD WORLD FDesg us stk etf$1,739,000
+55.3%
21,746
+43.2%
1.56%
+34.5%
PSEP  INNOVATOR ETFS TRs&p 500 pwr$1,656,000
+2.5%
56,2060.0%1.48%
-11.1%
AGG BuyISHARES TRcore us aggbd et$1,642,000
+8.8%
14,235
+7.4%
1.47%
-5.7%
DFAI BuyDIMENSIONAL ETF TRUSTintl core eqt mk$1,372,000
+5.5%
46,968
+0.7%
1.23%
-8.5%
IYW SellISHARES TRu.s. tech etf$1,316,000
+12.5%
13,244
-0.7%
1.18%
-2.5%
IAGG BuyISHARES TRcore intl aggr$1,179,000
+6.9%
21,399
+6.4%
1.05%
-7.4%
VHT BuyVANGUARD WORLD FDShealth car etf$1,161,000
+11.4%
4,699
+3.2%
1.04%
-3.4%
SPSB BuySPDR SER TRportfolio short$1,159,000
+0.3%
37,026
+0.3%
1.04%
-13.2%
SUSB BuyISHARES TResg awre 1 5 yr$1,090,000
+32.6%
41,858
+32.3%
0.98%
+15.0%
PFEB  INNOVATOR ETFS TRs&p 500 power$1,003,000
+3.2%
35,3310.0%0.90%
-10.6%
SPTM SellSPDR SER TRportfoli s&p1500$979,000
+7.5%
18,483
-0.2%
0.88%
-6.9%
ESGD BuyISHARES TResg aw msci eafe$917,000
+79.5%
11,601
+72.3%
0.82%
+55.6%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$896,000
+52.1%
5,785
+44.4%
0.80%
+31.7%
AMZN BuyAMAZON COM INC$843,000
+11.7%
245
+0.4%
0.75%
-3.2%
SPDW BuySPDR INDEX SHS FDSportfolio devlpd$817,000
+6.8%
22,210
+2.7%
0.73%
-7.4%
DFAC NewDIMENSIONAL ETF TRUSTus core equity 2$800,00029,670
+100.0%
0.72%
PJAN  INNOVATOR ETFS TRs&p 500 power$701,000
+2.8%
21,6110.0%0.63%
-10.9%
SPAB BuySPDR SER TRportfolio agrgte$689,000
+2.1%
22,949
+0.8%
0.62%
-11.5%
PNOV  INNOVATOR ETFS TRs&p 500 power$641,000
+1.7%
21,2060.0%0.57%
-11.8%
EAGG BuyISHARES TResg awr us agrgt$615,000
+71.3%
11,123
+69.6%
0.55%
+48.6%
COST BuyCOSTCO WHSL CORP NEW$613,000
+54.0%
1,549
+37.1%
0.55%
+33.3%
VOO BuyVANGUARD INDEX FDS$597,000
+34.2%
1,517
+24.1%
0.53%
+16.3%
VNQ BuyVANGUARD INDEX FDSreal estate etf$551,000
+45.0%
5,415
+30.7%
0.49%
+25.8%
MSFT BuyMICROSOFT CORP$547,000
+22.4%
2,021
+6.5%
0.49%
+6.1%
SPYV SellSPDR SER TRprtflo s&p500 vl$541,000
+0.4%
13,684
-3.7%
0.48%
-12.9%
VTI BuyVANGUARD INDEX FDStotal stk mkt$524,000
+18.8%
2,351
+10.1%
0.47%
+3.1%
CNRG BuySPDR SER TRs&p kensho clean$472,000
+13.7%
4,459
+22.4%
0.42%
-1.4%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$470,000
+46900.0%
4,515
+30000.0%
0.42%
+41900.0%
GOOGL  ALPHABET INCcap stk cl a$435,000
+18.5%
1780.0%0.39%
+2.6%
IVV BuyISHARES TRcore s&p500 etf$433,000
+8.5%
1,006
+0.2%
0.39%
-6.1%
VEU BuyVANGUARD INTL EQUITY INDEX Fallwrld ex us$424,000
+39.0%
6,682
+33.1%
0.38%
+20.3%
SIMS BuySPDR SER TRs&p kensho intlg$406,000
+5.7%
8,487
+0.4%
0.36%
-8.3%
IDRV BuyISHARES TRself drivng ev$391,000
+8.3%
7,867
+0.4%
0.35%
-5.9%
SPMD BuySPDR SER TRportfolio s&p400$388,000
+3.7%
8,228
+0.6%
0.35%
-10.1%
IYJ BuyISHARES TRus industrials$380,000
+5.3%
3,419
+0.2%
0.34%
-8.6%
VSGX SellVANGUARD WORLD FDesg intl stk etf$357,000
+2.3%
5,569
-2.0%
0.32%
-11.4%
VCSH BuyVANGUARD SCOTTSDALE FDSshrt trm corp bd$350,000
+8.0%
4,226
+7.7%
0.31%
-6.3%
JNJ BuyJOHNSON & JOHNSON$345,000
+6.5%
2,096
+6.3%
0.31%
-7.8%
JPM BuyJPMORGAN CHASE & CO$333,000
+2.8%
2,141
+0.5%
0.30%
-10.8%
QQQ BuyINVESCO QQQ TRunit ser 1$330,000
+105.0%
931
+84.7%
0.30%
+77.7%
VGT BuyVANGUARD WORLD FDSinf tech etf$324,000
+11.3%
814
+0.2%
0.29%
-3.3%
CVX BuyCHEVRON CORP NEW$321,000
+7.0%
3,067
+7.2%
0.29%
-7.4%
IHDG  WISDOMTREE TRitl hdg qtly div$313,000
+6.8%
7,1020.0%0.28%
-7.3%
SPY NewSPDR S&P 500 ETF TRtr unit$307,000717
+100.0%
0.28%
SBUX BuySTARBUCKS CORP$286,000
+27.7%
2,554
+24.8%
0.26%
+10.8%
DIS  DISNEY WALT CO$282,000
-4.7%
1,6020.0%0.25%
-17.4%
RSP BuyINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$272,000
+78.9%
1,802
+68.4%
0.24%
+54.8%
PAPR BuyINNOVATOR ETFS TRs&p 500 pwr bu$265,000
+64.6%
9,316
+59.7%
0.24%
+42.8%
SPSM BuySPDR SER TRportfolio s&p600$260,000
+4.4%
5,906
+0.3%
0.23%
-9.7%
USMV BuyISHARES TRmsci usa min vol$245,000
+6.5%
3,335
+0.3%
0.22%
-7.6%
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$245,000
+8.9%
8810.0%0.22%
-5.6%
EFAV BuyISHARES TRmsci eafe min vl$236,000
+4.9%
3,128
+1.7%
0.21%
-9.1%
NUSC BuyNUSHARES ETF TRnuveen esg smlcp$220,000
+61.8%
4,868
+54.0%
0.20%
+40.7%
PEP BuyPEPSICO INC$203,000
+17.3%
1,372
+12.2%
0.18%
+2.2%
NVG  NUVEEN AMT FREE MUN CR INC F$198,000
+5.3%
11,0960.0%0.18%
-8.8%
KO BuyCOCA COLA CO$196,000
+2.6%
3,623
+0.2%
0.18%
-11.2%
SPHY  SPDR SER TRportfli high yld$192,000
+1.1%
7,1460.0%0.17%
-12.2%
PFE BuyPFIZER INC$190,000
+9.2%
4,844
+0.9%
0.17%
-5.6%
V BuyVISA INC$189,000
+10.5%
808
+0.1%
0.17%
-4.0%
VV  VANGUARD INDEX FDSlarge cap etf$188,000
+8.7%
9360.0%0.17%
-5.6%
SCHF BuySCHWAB STRATEGIC TRintl eqty etf$184,000
+6033.3%
4,675
+6133.3%
0.16%
+5400.0%
EFA BuyISHARES TRmsci eafe etf$178,000
+4.7%
2,254
+0.7%
0.16%
-9.1%
MCD BuyMCDONALDS CORP$175,000
+3.6%
756
+0.5%
0.16%
-10.3%
PYPL SellPAYPAL HLDGS INC$175,000
+16.7%
599
-2.8%
0.16%
+0.6%
VBR NewVANGUARD INDEX FDSsm cp val etf$174,0001,000
+100.0%
0.16%
EZM NewWISDOMTREE TRus midcap fund$164,0003,136
+100.0%
0.15%
SDY BuySPDR SER TRs&p divid etf$164,000
+82.2%
1,344
+77.1%
0.15%
+58.1%
SCHB BuySCHWAB STRATEGIC TRus brd mkt etf$161,000
+1688.9%
1,544
+1542.6%
0.14%
+1500.0%
QCOM BuyQUALCOMM INC$160,000
+8.1%
1,123
+0.4%
0.14%
-6.5%
VSS NewVANGUARD INTL EQUITY INDEX Fftse smcap etf$159,0001,163
+100.0%
0.14%
BAC BuyBK OF AMERICA CORP$153,000
+45.7%
3,722
+37.0%
0.14%
+26.9%
IJT BuyISHARES TRs&p sml 600 gwt$151,000
+3.4%
1,137
+0.2%
0.14%
-10.6%
FB  FACEBOOK INCcl a$149,000
+18.3%
4280.0%0.13%
+2.3%
ROKU  ROKU INC$138,000
+40.8%
3000.0%0.12%
+21.8%
IEMG BuyISHARES INCcore msci emkt$136,000
+126.7%
2,038
+118.9%
0.12%
+96.8%
SPLG BuySPDR SER TRportfolio s&p500$131,000
+8.3%
2,596
+0.3%
0.12%
-6.4%
IDV BuyISHARES TRintl sel div etf$129,000
+104.8%
3,991
+100.5%
0.12%
+76.9%
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$126,000
+168.1%
2,314
+154.6%
0.11%
+135.4%
KKR BuyKKR & CO INC$122,000
+22.0%
2,056
+0.2%
0.11%
+5.8%
DES NewWISDOMTREE TRus smallcap divd$121,0003,800
+100.0%
0.11%
ABT BuyABBOTT LABS$120,000
-2.4%
1,031
+0.4%
0.11%
-15.7%
NFLX  NETFLIX INC$118,000
+1.7%
2230.0%0.11%
-11.7%
AXP BuyAMERICAN EXPRESS CO$119,000
+17.8%
719
+0.3%
0.11%
+1.9%
MUB  ISHARES TRnational mun etf$117,000
+0.9%
9980.0%0.10%
-12.5%
DHR  DANAHER CORPORATION$116,000
+19.6%
4330.0%0.10%
+4.0%
DKNG  DRAFTKINGS INC$113,000
-14.4%
2,1570.0%0.10%
-25.7%
DEO SellDIAGEO PLCspon adr new$108,000
+12.5%
564
-3.1%
0.10%
-2.0%
RTX BuyRAYTHEON TECHNOLOGIES CORP$107,000
+10.3%
1,257
+0.4%
0.10%
-4.0%
VBK  VANGUARD INDEX FDSsml cp grw etf$105,000
+5.0%
3630.0%0.09%
-8.7%
SPMO  INVESCO EXCH TRADED FD TR IIs&p 500 momntm$104,000
+11.8%
1,7490.0%0.09%
-3.1%
VZ BuyVERIZON COMMUNICATIONS INC$101,000
-3.8%
1,803
+0.3%
0.09%
-16.7%
VUG BuyVANGUARD INDEX FDSgrowth etf$101,000
+68.3%
352
+49.8%
0.09%
+45.2%
INTC BuyINTEL CORP$101,000
-6.5%
1,803
+7.1%
0.09%
-18.9%
DLS NewWISDOMTREE TRintl smcap div$101,0001,350
+100.0%
0.09%
IWB BuyISHARES TRrus 1000 etf$100,000
+8.7%
413
+0.2%
0.09%
-6.3%
IYR  ISHARES TRu.s. real es etf$89,000
+11.2%
8700.0%0.08%
-3.6%
VO  VANGUARD INDEX FDSmid cap etf$89,000
+7.2%
3750.0%0.08%
-7.0%
MCHP BuyMICROCHIP TECHNOLOGY INC.$87,000
-3.3%
580
+0.2%
0.08%
-16.1%
LUV  SOUTHWEST AIRLS CO$86,000
-13.1%
1,6230.0%0.08%
-24.5%
ACWI BuyISHARES TRmsci acwi etf$86,000
+7.5%
849
+0.7%
0.08%
-7.2%
CRM  SALESFORCE COM INC$85,000
+16.4%
3460.0%0.08%
+1.3%
MRK BuyMERCK & CO INC$84,000
+1.2%
1,083
+0.9%
0.08%
-12.8%
HD BuyHOME DEPOT INC$82,000
+5.1%
256
+0.4%
0.07%
-8.8%
DEM NewWISDOMTREE TRemer mkt high fd$82,0001,800
+100.0%
0.07%
CMCSA BuyCOMCAST CORP NEWcl a$82,000
+5.1%
1,444
+0.5%
0.07%
-8.8%
EMR BuyEMERSON ELEC CO$81,000
+8.0%
837
+0.5%
0.07%
-6.5%
DAL  DELTA AIR LINES INC DEL$78,000
-10.3%
1,8020.0%0.07%
-22.2%
XLB  SELECT SECTOR SPDR TRsbi materials$78,000
+4.0%
9500.0%0.07%
-9.1%
SUSC BuyISHARES TResg awre usd etf$77,000
+2.7%
2,783
+0.5%
0.07%
-10.4%
SHOP  SHOPIFY INCcl a$77,000
+30.5%
530.0%0.07%
+13.1%
AMT  AMERICAN TOWER CORP NEW$76,000
+13.4%
2800.0%0.07%
-1.4%
NVDA BuyNVIDIA CORPORATION$76,000
+90.0%
95
+26.7%
0.07%
+65.9%
MAR  MARRIOTT INTL INC NEWcl a$74,000
-7.5%
5390.0%0.07%
-20.5%
WYNN  WYNN RESORTS LTD$73,000
-2.7%
6000.0%0.06%
-15.6%
ISTB BuyISHARES TRcore 1 5 yr usd$72,000
+1.4%
1,397
+0.4%
0.06%
-12.3%
IXN NewISHARES TRglobal tech etf$68,000200
+100.0%
0.06%
FNDA NewSCHWAB STRATEGIC TRschwab fdt us sc$68,0001,245
+100.0%
0.06%
CARR SellCARRIER GLOBAL CORPORATION$66,000
+4.8%
1,368
-8.2%
0.06%
-9.2%
AGGY  WISDOMTREE TRyield enhancd us$66,000
+3.1%
1,2550.0%0.06%
-10.6%
GE BuyGENERAL ELECTRIC CO$65,000
+3.2%
4,828
+0.1%
0.06%
-10.8%
LLY BuyLILLY ELI & CO$64,000
+39.1%
279
+12.5%
0.06%
+21.3%
EEM BuyISHARES TRmsci emg mkt etf$64,000
+3.2%
1,159
+0.2%
0.06%
-10.9%
CCI BuyCROWN CASTLE INTL CORP NEW$63,000
+16.7%
325
+3.2%
0.06%0.0%
ATRI  ATRION CORP$62,000
-3.1%
1000.0%0.06%
-16.7%
BAX BuyBAXTER INTL INC$60,000
-4.8%
743
+0.3%
0.05%
-16.9%
IBM BuyINTERNATIONAL BUSINESS MACHS$59,000
+118.5%
405
+99.5%
0.05%
+89.3%
SPIP  SPDR SER TRportfli tips etf$58,000
+1.8%
1,8560.0%0.05%
-11.9%
VOX NewVANGUARD WORLD FDS$58,000400
+100.0%
0.05%
PINS  PINTEREST INCcl a$57,000
+5.6%
7230.0%0.05%
-8.9%
USRT BuyISHARES TRcre u s reit etf$57,000
+11.8%
975
+0.5%
0.05%
-3.8%
BABA  ALIBABA GROUP HLDG LTDsponsored ads$57,0000.0%2530.0%0.05%
-13.6%
IGT  INTERNATIONAL GAME TECHNOLOG$56,000
+51.4%
2,3330.0%0.05%
+31.6%
MMM Buy3M CO$56,000
+47.4%
281
+42.6%
0.05%
+28.2%
CZR  CAESARS ENTERTAINMENT INC NE$55,000
+17.0%
5330.0%0.05%
+2.1%
HON NewHONEYWELL INTL INC$55,000253
+100.0%
0.05%
UNH  UNITEDHEALTH GROUP INC$54,000
+8.0%
1340.0%0.05%
-7.7%
ETSY  ETSY INC$54,000
+3.8%
2600.0%0.05%
-11.1%
EXC BuyEXELON CORP$53,0000.0%1,203
+0.1%
0.05%
-14.5%
PSX  PHILLIPS 66$53,000
+3.9%
6230.0%0.05%
-11.3%
PFF BuyISHARES TRpfd and incm sec$53,000
+3.9%
1,342
+1.2%
0.05%
-11.3%
XLI NewSELECT SECTOR SPDR TRsbi int-inds$51,000500
+100.0%
0.05%
FLRN NewSPDR SER TRblomberg brc inv$50,0001,634
+100.0%
0.04%
FTCS NewFIRST TR EXCHANGE-TRADED FDcap strength etf$50,000658
+100.0%
0.04%
IXJ NewISHARES TRglob hlthcre etf$50,000600
+100.0%
0.04%
SLYG BuySPDR SER TRs&p 600 smcp grw$49,000
+2.1%
556
+0.2%
0.04%
-12.0%
MDLZ BuyMONDELEZ INTL INCcl a$49,000
+6.5%
784
+0.5%
0.04%
-6.4%
SHE BuySPDR SER TRssga gnder etf$49,000
+345.5%
485
+336.9%
0.04%
+300.0%
ADBE  ADOBE SYSTEMS INCORPORATED$48,000
+23.1%
820.0%0.04%
+7.5%
ZM  ZOOM VIDEO COMMUNICATIONS INcl a$45,000
+18.4%
1170.0%0.04%
+2.6%
EQIX  EQUINIX INC$45,000
+18.4%
560.0%0.04%
+2.6%
TAN NewINVESCO EXCH TRADED FD TR IIsolar etf$45,000500
+100.0%
0.04%
ADP BuyAUTOMATIC DATA PROCESSING IN$45,000
+4.7%
229
+0.4%
0.04%
-9.1%
XLF NewSELECT SECTOR SPDR TRfinancial$44,0001,200
+100.0%
0.04%
USO  UNITED STS OIL FD LPunits$44,000
+22.2%
8880.0%0.04%
+5.4%
WBA BuyWALGREENS BOOTS ALLIANCE INC$42,000
+200.0%
790
+213.5%
0.04%
+171.4%
PJUN NewINNOVATOR ETFS TRs&p 500 pwr bu$42,0001,367
+100.0%
0.04%
WELL BuyWELLTOWER INC$42,000
+16.7%
502
+0.4%
0.04%
+2.7%
GOVT BuyISHARES TRus treas bd etf$41,000
+2.5%
1,550
+0.3%
0.04%
-9.8%
NVS BuyNOVARTIS AGsponsored adr$41,000
+5.1%
454
+0.2%
0.04%
-7.5%
MS BuyMORGAN STANLEY$41,000
+17.1%
452
+0.4%
0.04%
+2.8%
DHS  WISDOMTREE TRus high dividend$40,000
+2.6%
5110.0%0.04%
-10.0%
TWTR  TWITTER INC$40,000
+8.1%
5810.0%0.04%
-5.3%
MMLG NewFIRST TR EXCHNG TRADED FD VImlt mngd lrg grw$40,0001,500
+100.0%
0.04%
MDT  MEDTRONIC PLC$39,000
+5.4%
3150.0%0.04%
-7.9%
IGIB BuyISHARES TR$39,000
+2.6%
641
+0.6%
0.04%
-10.3%
XT BuyISHARES TRexponential tech$39,000
+8.3%
611
+0.5%
0.04%
-5.4%
FIVG NewETF SER SOLUTIONSdefiance next$38,0001,000
+100.0%
0.03%
MA  MASTERCARD INCORPORATEDcl a$38,000
+2.7%
1040.0%0.03%
-10.5%
ASML  ASML HOLDING N V$37,000
+12.1%
530.0%0.03%
-2.9%
CCL  CARNIVAL CORPunit 99/99/9999$37,000
-2.6%
1,4160.0%0.03%
-15.4%
TSM  TAIWAN SEMICONDUCTOR MFG LTDsponsored ads$37,000
+2.8%
3050.0%0.03%
-10.8%
COP BuyCONOCOPHILLIPS$37,000
+15.6%
602
+0.2%
0.03%0.0%
ATVI  ACTIVISION BLIZZARD INC$36,000
+2.9%
3760.0%0.03%
-11.1%
VNQI NewVANGUARD INTL EQUITY INDEX Fglb ex us etf$35,000600
+100.0%
0.03%
DLR  DIGITAL RLTY TR INC$35,000
+9.4%
2300.0%0.03%
-6.1%
IWM  ISHARES TRrussell 2000 etf$35,000
+2.9%
1530.0%0.03%
-11.4%
DIA  SPDR DOW JONES INDL AVERAGEut ser 1$35,000
+6.1%
1010.0%0.03%
-8.8%
PVH SellPVH CORPORATION$34,000
-45.2%
317
-45.9%
0.03%
-53.1%
HDV BuyISHARES TRcore high dv etf$34,0000.0%356
+0.8%
0.03%
-14.3%
MELI  MERCADOLIBRE INC$34,000
+6.2%
220.0%0.03%
-9.1%
NSC  NORFOLK SOUTHN CORP$34,0000.0%1260.0%0.03%
-14.3%
WY  WEYERHAEUSER CO MTN BE$33,000
-2.9%
9570.0%0.03%
-14.3%
OTIS SellOTIS WORLDWIDE CORP$33,000
+3.1%
401
-13.4%
0.03%
-9.1%
GOOG  ALPHABET INCcap stk cl c$33,000
+22.2%
130.0%0.03%
+7.1%
CL BuyCOLGATE PALMOLIVE CO$33,000
+6.5%
400
+0.3%
0.03%
-6.2%
IWF  ISHARES TRrus 1000 grw etf$32,000
+14.3%
1160.0%0.03%0.0%
EGP  EASTGROUP PPTYS INC$32,000
+14.3%
1950.0%0.03%0.0%
BWFG NewBANKWELL FINL GROUP INC$32,0001,144
+100.0%
0.03%
LMT BuyLOCKHEED MARTIN CORP$32,000
+3.2%
85
+1.2%
0.03%
-9.4%
PDEC  INNOVATOR ETFS TRs&p 500 pwr bu$32,000
+3.2%
1,0550.0%0.03%
-9.4%
UGI NewUGI CORP NEW$31,000669
+100.0%
0.03%
JCI  JOHNSON CTLS INTL PLC$31,000
+14.8%
4450.0%0.03%0.0%
COF  CAPITAL ONE FINL CORP$31,000
+24.0%
1990.0%0.03%
+7.7%
CSCO BuyCISCO SYS INC$31,000
+3.3%
579
+0.2%
0.03%
-9.7%
TRNO  TERRENO RLTY CORP$31,000
+10.7%
4780.0%0.03%
-3.4%
T BuyAT&T INC$31,000
-3.1%
1,082
+1.1%
0.03%
-15.2%
LEN  LENNAR CORPcl a$30,0000.0%2980.0%0.03%
-12.9%
XLK NewSELECT SECTOR SPDR TRtechnology$30,000200
+100.0%
0.03%
ANSS  ANSYS INC$30,000
+3.4%
860.0%0.03%
-10.0%
GDX  VANECK VECTORS ETF TRgold miners etf$30,000
+3.4%
8900.0%0.03%
-10.0%
PM BuyPHILIP MORRIS INTL INC$30,000
+15.4%
300
+1.4%
0.03%0.0%
CLOU NewGLOBAL X FDS$29,0001,000
+100.0%
0.03%
AZN  ASTRAZENECA PLCsponsored adr$29,000
+20.8%
4860.0%0.03%
+4.0%
AMP  AMERIPRISE FINL INC$29,000
+7.4%
1160.0%0.03%
-7.1%
UNP BuyUNION PAC CORP$29,000
+3.6%
130
+0.8%
0.03%
-10.3%
CB BuyCHUBB LIMITED$29,0000.0%185
+0.5%
0.03%
-13.3%
EMB  ISHARES TRjpmorgan usd emg$28,000
+3.7%
2480.0%0.02%
-10.7%
ELS  EQUITY LIFESTYLE PPTYS INC$28,000
+16.7%
3820.0%0.02%0.0%
ACN SellACCENTURE PLC IRELAND$27,000
-6.9%
90
-15.9%
0.02%
-20.0%
CTVA  CORTEVA INC$27,000
-6.9%
6130.0%0.02%
-20.0%
CEF  SPROTT PHYSICAL GOLD & SILVEtr unit$27,000
+3.8%
1,4720.0%0.02%
-11.1%
IWO  ISHARES TRrus 2000 grw etf$27,000
+3.8%
870.0%0.02%
-11.1%
SONY  SONY GROUP CORPORATIONsponsored adr$27,000
-6.9%
2780.0%0.02%
-20.0%
PH  PARKER-HANNIFIN CORP$27,000
-3.6%
880.0%0.02%
-17.2%
SPYD BuySPDR SER TRprtflo s&p500 hi$27,000
+3.8%
671
+0.9%
0.02%
-11.1%
FR  FIRST INDL RLTY TR INC$27,000
+12.5%
5170.0%0.02%
-4.0%
AMGN  AMGEN INC$27,0000.0%1100.0%0.02%
-14.3%
NSIT  INSIGHT ENTERPRISES INC$26,000
+8.3%
2560.0%0.02%
-8.0%
MU  MICRON TECHNOLOGY INC$26,000
-3.7%
3030.0%0.02%
-17.9%
AMD BuyADVANCED MICRO DEVICES INC$26,000
+100.0%
282
+74.1%
0.02%
+76.9%
IWR BuyISHARES TRrus mid cap etf$26,000
+8.3%
331
+0.3%
0.02%
-8.0%
SPOT SellSPOTIFY TECHNOLOGY S A$26,000
-3.7%
94
-5.1%
0.02%
-17.9%
IWS BuyISHARES TRrus mdcp val etf$26,000
+85.7%
226
+80.8%
0.02%
+64.3%
TGT  TARGET CORP$26,000
+23.8%
1070.0%0.02%
+4.5%
NUMV  NUSHARES ETF TRnuveen esg midvl$25,000
+4.2%
6970.0%0.02%
-12.0%
LDOS  LEIDOS HOLDINGS INC$25,000
+4.2%
2500.0%0.02%
-12.0%
SAFE  SAFEHOLD INC$25,000
+8.7%
3210.0%0.02%
-8.3%
MLM  MARTIN MARIETTA MATLS INC$25,000
+4.2%
700.0%0.02%
-12.0%
TSCO BuyTRACTOR SUPPLY CO$24,000
+9.1%
127
+0.8%
0.02%
-8.7%
WPC  WP CAREY INC$23,000
+9.5%
3030.0%0.02%
-4.5%
SQ  SQUARE INCcl a$23,000
+9.5%
930.0%0.02%
-4.5%
KMB BuyKIMBERLY-CLARK CORP$23,000
+187.5%
175
+218.2%
0.02%
+162.5%
TSLA  TESLA INC$24,0000.0%360.0%0.02%
-16.0%
PNC SellPNC FINL SVCS GROUP INC$23,000
-17.9%
118
-26.7%
0.02%
-27.6%
OLED  UNIVERSAL DISPLAY CORP$24,000
-4.0%
1070.0%0.02%
-19.2%
BND NewVANGUARD BD INDEX FDStotal bnd mrkt$24,000279
+100.0%
0.02%
BSCL  INVESCO EXCH TRD SLF IDX FD$23,0000.0%1,0700.0%0.02%
-12.5%
INVH  INVITATION HOMES INC$24,000
+20.0%
6370.0%0.02%0.0%
ESI  ELEMENT SOLUTIONS INC$23,000
+27.8%
9760.0%0.02%
+10.5%
DOW  DOW INC$23,0000.0%3570.0%0.02%
-12.5%
XYL  XYLEM INC$24,000
+14.3%
1970.0%0.02%
-4.5%
LPLA  LPL FINL HLDGS INC$24,000
-4.0%
1790.0%0.02%
-19.2%
GLW BuyCORNING INC$22,000
-4.3%
531
+0.6%
0.02%
-16.7%
IQV  IQVIA HLDGS INC$22,000
+29.4%
900.0%0.02%
+11.1%
ALLE  ALLEGION PLC$22,000
+10.0%
1590.0%0.02%
-4.8%
VTIP  VANGUARD MALVERN FDSstrm infproidx$21,0000.0%3990.0%0.02%
-13.6%
MKC BuyMCCORMICK & CO INC$21,0000.0%242
+0.4%
0.02%
-13.6%
CUBE  CUBESMART$21,000
+23.5%
4620.0%0.02%
+5.6%
DTE BuyDTE ENERGY CO$21,000
-4.5%
164
+1.2%
0.02%
-17.4%
UPS BuyUNITED PARCEL SERVICE INCcl b$21,000
+133.3%
101
+102.0%
0.02%
+111.1%
SNAP  SNAP INCcl a$21,000
+31.2%
3130.0%0.02%
+11.8%
BUD BuyANHEUSER BUSCH INBEV SA/NVsponsored adr$21,000
+16.7%
285
+0.4%
0.02%0.0%
PLD BuyPROLOGIS INC.$21,000
+10.5%
178
+0.6%
0.02%
-5.0%
GILD BuyGILEAD SCIENCES INC$21,000
+600.0%
300
+525.0%
0.02%
+533.3%
CSX BuyCSX CORP$21,0000.0%641
+200.9%
0.02%
-13.6%
AXTA  AXALTA COATING SYS LTD$20,000
+5.3%
6530.0%0.02%
-10.0%
KOMP BuySPDR SER TRs&p kensho new$20,000
+42.9%
301
+45.4%
0.02%
+28.6%
UNVR  UNIVAR SOLUTIONS USA INC$20,000
+11.1%
8130.0%0.02%
-5.3%
IAU NewISHARES GOLD TRishares new$20,000600
+100.0%
0.02%
SPG  SIMON PPTY GROUP INC NEW$20,000
+11.1%
1550.0%0.02%
-5.3%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$20,000
+5.3%
209
+0.5%
0.02%
-10.0%
ELAN  ELANCO ANIMAL HEALTH INC$20,000
+17.6%
5630.0%0.02%0.0%
ESGE  ISHARES INCesg awr msci em$20,000
+5.3%
4450.0%0.02%
-10.0%
DLTR  DOLLAR TREE INC$19,000
-9.5%
1860.0%0.02%
-22.7%
EWBC  EAST WEST BANCORP INC$19,000
-5.0%
2670.0%0.02%
-19.0%
YNDX  YANDEX N V$19,000
+11.8%
2690.0%0.02%
-5.6%
BMY NewBRISTOL-MYERS SQUIBB CO$19,000291
+100.0%
0.02%
GLPI  GAMING & LEISURE PPTYS INC$19,000
+11.8%
4120.0%0.02%
-5.6%
SLYV BuySPDR SER TRs&p 600 smcp val$19,000
+5.6%
219
+0.5%
0.02%
-10.5%
CINF  CINCINNATI FINL CORP$19,000
+11.8%
1650.0%0.02%
-5.6%
EXR  EXTRA SPACE STORAGE INC$18,000
+20.0%
1100.0%0.02%
+6.7%
USB BuyUS BANCORP DEL$18,0000.0%320
+0.6%
0.02%
-15.8%
VICI  VICI PPTYS INC$18,000
+12.5%
5720.0%0.02%
-5.9%
TROW BuyPRICE T ROWE GROUP INC$17,000
+13.3%
88
+1.1%
0.02%0.0%
WBT  WELBILT INC$17,000
+41.7%
7390.0%0.02%
+25.0%
BSCP  INVESCO EXCH TRD SLF IDX FD$17,0000.0%7490.0%0.02%
-16.7%
CDXC  CHROMADEX CORP$17,000
+6.2%
1,7440.0%0.02%
-11.8%
ALC  ALCON AG$17,0000.0%2410.0%0.02%
-16.7%
CPT  CAMDEN PPTY TRsh ben int$17,000
+21.4%
1250.0%0.02%
+7.1%
IWP  ISHARES TRrus md cp gr etf$17,000
+6.2%
1540.0%0.02%
-11.8%
LGLV  SPDR SER TRssga us lrg etf$17,000
+6.2%
1250.0%0.02%
-11.8%
BLDR  BUILDERS FIRSTSOURCE INC$17,000
-10.5%
4050.0%0.02%
-25.0%
UBER  UBER TECHNOLOGIES INC$17,000
-10.5%
3470.0%0.02%
-25.0%
HST  HOST HOTELS & RESORTS INC$17,0000.0%1,0060.0%0.02%
-16.7%
BXP  BOSTON PROPERTIES INC$17,000
+13.3%
1440.0%0.02%0.0%
ADC  AGREE RLTY CORP$17,000
+6.2%
2380.0%0.02%
-11.8%
COLD  AMERICOLD RLTY TR$16,0000.0%4140.0%0.01%
-17.6%
GD  GENERAL DYNAMICS CORP$16,000
+6.7%
840.0%0.01%
-6.7%
GATX BuyGATX CORP$16,0000.0%177
+0.6%
0.01%
-17.6%
IXG NewISHARES TRglobal finls etf$16,000200
+100.0%
0.01%
ABBV BuyABBVIE INC$16,000
+60.0%
144
+54.8%
0.01%
+40.0%
MKSI  MKS INSTRS INC$16,000
-5.9%
900.0%0.01%
-22.2%
MRVL NewMARVELL TECHNOLOGY INC$16,000269
+100.0%
0.01%
XLE NewSELECT SECTOR SPDR TRenergy$16,000300
+100.0%
0.01%
FN  FABRINET$16,000
+6.7%
1680.0%0.01%
-6.7%
HAIL BuySPDR SER TRs&p kensho smart$16,000
+6.7%
259
+8.8%
0.01%
-6.7%
RPM  RPM INTL INC$16,000
-5.9%
1830.0%0.01%
-22.2%
ADI  ANALOG DEVICES INC$14,000
+7.7%
840.0%0.01%0.0%
AIRC  APARTMENT INCOME REIT CORP$14,000
+7.7%
2990.0%0.01%0.0%
SAIA  SAIA INC$14,000
-6.7%
670.0%0.01%
-13.3%
RDSA BuyROYAL DUTCH SHELL PLCspons adr a$15,0000.0%379
+0.5%
0.01%
-13.3%
VIAC BuyVIACOMCBS INCcl b$14,0000.0%320
+0.6%
0.01%
-7.1%
CVS BuyCVS HEALTH CORP$14,000
+16.7%
163
+0.6%
0.01%
+8.3%
LOW  LOWES COS INC$15,0000.0%790.0%0.01%
-13.3%
ARE  ALEXANDRIA REAL ESTATE EQ IN$14,000
+16.7%
750.0%0.01%
+8.3%
MSCI  MSCI INC$15,000
+25.0%
280.0%0.01%
+8.3%
TSEM  TOWER SEMICONDUCTOR LTD$14,000
+7.7%
4660.0%0.01%0.0%
CBSH  COMMERCE BANCSHARES INC$14,0000.0%1880.0%0.01%
-7.1%
REET NewISHARES TRglobal reit etf$14,000500
+100.0%
0.01%
CFR  CULLEN FROST BANKERS INC$15,0000.0%1350.0%0.01%
-13.3%
STOR  STORE CAP CORP$15,000
+7.1%
4300.0%0.01%
-7.1%
COG  CABOT OIL & GAS CORP$15,000
-6.2%
8320.0%0.01%
-23.5%
MTRN  MATERION CORP$14,000
+16.7%
1820.0%0.01%
+8.3%
TSN  TYSON FOODS INCcl a$14,0000.0%1920.0%0.01%
-7.1%
XLP NewSELECT SECTOR SPDR TRsbi cons stpls$14,000200
+100.0%
0.01%
FSS  FEDERAL SIGNAL CORP$14,000
+7.7%
3440.0%0.01%0.0%
SHO  SUNSTONE HOTEL INVS INC NEW$15,0000.0%1,2150.0%0.01%
-13.3%
TEAM  ATLASSIAN CORP PLCcl a$14,000
+16.7%
560.0%0.01%
+8.3%
SMG  SCOTTS MIRACLE-GRO COcl a$14,000
-17.6%
710.0%0.01%
-27.8%
SGMS  SCIENTIFIC GAMES CORP$15,000
+87.5%
1980.0%0.01%
+62.5%
INTU  INTUIT$14,000
+27.3%
280.0%0.01%
+18.2%
NEE  NEXTERA ENERGY INC$15,0000.0%2020.0%0.01%
-13.3%
XAR  SPDR SER TRaerospace def$13,0000.0%1010.0%0.01%
-7.7%
KXI BuyISHARES TRglb cnsm stp etf$13,000
+8.3%
205
+1.0%
0.01%0.0%
WRI  WEINGARTEN RLTY INVSsh ben int$13,000
+18.2%
4080.0%0.01%
+9.1%
VKI BuyINVESCO ADVANTAGE MUN INCOMEsh ben int$13,000
+8.3%
1,033
+1.2%
0.01%0.0%
PRAH  PRA HEALTH SCIENCES INC$13,000
+8.3%
800.0%0.01%0.0%
CCMP  CMC MATERIALS INC$13,000
-13.3%
870.0%0.01%
-20.0%
CGC  CANOPY GROWTH CORP$13,000
-27.8%
5540.0%0.01%
-36.8%
SAIC  SCIENCE APPLICATIONS INTL CO$13,000
+8.3%
1430.0%0.01%0.0%
TMO  THERMO FISHER SCIENTIFIC INC$13,000
+8.3%
260.0%0.01%0.0%
NKE  NIKE INCcl b$13,000
+18.2%
850.0%0.01%
+9.1%
IWN  ISHARES TRrus 2000 val etf$13,000
+8.3%
780.0%0.01%0.0%
ADM BuyARCHER DANIELS MIDLAND CO$13,000
+8.3%
213
+0.9%
0.01%0.0%
NXRT  NEXPOINT RESIDENTIAL TR INC$13,000
+18.2%
2430.0%0.01%
+9.1%
KRNT  KORNIT DIGITAL LTD$13,000
+18.2%
1080.0%0.01%
+9.1%
CPRI  CAPRI HOLDINGS LIMITED$13,000
+18.2%
2200.0%0.01%
+9.1%
ONTO  ONTO INNOVATION INC$13,000
+18.2%
1730.0%0.01%
+9.1%
CHX  CHAMPIONX CORPORATION$13,000
+18.2%
4960.0%0.01%
+9.1%
DOC  PHYSICIANS RLTY TR$12,0000.0%6690.0%0.01%
-8.3%
LIN BuyLINDE PLC$12,000
+100.0%
41
+95.2%
0.01%
+83.3%
AMH  AMERICAN HOMES 4 RENTcl a$12,000
+20.0%
3090.0%0.01%
+10.0%
UNF  UNIFIRST CORP MASS$12,0000.0%520.0%0.01%
-8.3%
ASGN  ASGN INC$12,0000.0%1210.0%0.01%
-8.3%
ESS  ESSEX PPTY TR INC$12,000
+9.1%
410.0%0.01%0.0%
GPI  GROUP 1 AUTOMOTIVE INC$12,0000.0%750.0%0.01%
-8.3%
CLX  CLOROX CO DEL$12,0000.0%640.0%0.01%
-8.3%
YUM BuyYUM BRANDS INC$12,000
+9.1%
101
+1.0%
0.01%0.0%
RACE  FERRARI N V$12,0000.0%570.0%0.01%
-8.3%
IDXX  IDEXX LABS INC$12,000
+33.3%
190.0%0.01%
+22.2%
FAF  FIRST AMERN FINL CORP$12,000
+9.1%
1860.0%0.01%0.0%
NOW  SERVICENOW INC$12,000
+9.1%
210.0%0.01%0.0%
OKE BuyONEOK INC NEW$12,000
+20.0%
211
+1.9%
0.01%
+10.0%
MC  MOELIS & COcl a$12,000
+9.1%
2070.0%0.01%0.0%
VMW  VMWARE INC$11,000
+10.0%
690.0%0.01%0.0%
WST  WEST PHARMACEUTICAL SVSC INC$11,000
+37.5%
300.0%0.01%
+25.0%
RUSHA  RUSH ENTERPRISES INCcl a$11,000
-8.3%
2460.0%0.01%
-16.7%
DFS BuyDISCOVER FINL SVCS$11,000
+22.2%
96
+1.1%
0.01%
+11.1%
ZBH  ZIMMER BIOMET HOLDINGS INC$11,0000.0%710.0%0.01%
-9.1%
NSSC  NAPCO SEC TECHNOLOGIES INC$11,000
+10.0%
2950.0%0.01%0.0%
A  AGILENT TECHNOLOGIES INC$11,000
+22.2%
730.0%0.01%
+11.1%
QTEC  FIRST TR NASDAQ 100 TECH IND$11,000
+10.0%
720.0%0.01%0.0%
PFGC  PERFORMANCE FOOD GROUP CO$11,000
-15.4%
2280.0%0.01%
-23.1%
AOSL  ALPHA & OMEGA SEMICONDUCTOR$11,000
-8.3%
3540.0%0.01%
-16.7%
PSTL  POSTAL REALTY TRUST INCcl a$11,000
+10.0%
6090.0%0.01%0.0%
WM  WASTE MGMT INC DEL$11,000
+10.0%
770.0%0.01%0.0%
DXC  DXC TECHNOLOGY CO$10,000
+25.0%
2520.0%0.01%
+12.5%
DOCU  DOCUSIGN INC$10,000
+42.9%
370.0%0.01%
+28.6%
LTC  LTC PPTYS INC$10,0000.0%2510.0%0.01%
-10.0%
TWLO  TWILIO INCcl a$10,000
+11.1%
260.0%0.01%0.0%
VPG  VISHAY PRECISION GROUP INC$10,000
+11.1%
3000.0%0.01%0.0%
CPK  CHESAPEAKE UTILS CORP$10,000
+11.1%
810.0%0.01%0.0%
LRCX  LAM RESEARCH CORP$10,0000.0%160.0%0.01%
-10.0%
WIX  WIX COM LTD$10,0000.0%360.0%0.01%
-10.0%
MUFG  MITSUBISHI UFJ FINL GROUP INsponsored ads$10,000
+11.1%
1,7560.0%0.01%0.0%
SHY  ISHARES TR1 3 yr treas bd$10,0000.0%1110.0%0.01%
-10.0%
MET BuyMETLIFE INC$10,000
-9.1%
175
+1.2%
0.01%
-18.2%
DT  DYNATRACE INC$10,000
+25.0%
1750.0%0.01%
+12.5%
WEC BuyWEC ENERGY GROUP INC$9,000
-10.0%
106
+1.0%
0.01%
-20.0%
VRSK  VERISK ANALYTICS INC$9,0000.0%490.0%0.01%
-11.1%
SBGI  SINCLAIR BROADCAST GROUP INCcl a$9,000
+12.5%
2690.0%0.01%0.0%
TACT  TRANSACT TECHNOLOGIES INC$9,000
+28.6%
6770.0%0.01%
+14.3%
TRN  TRINITY INDS INC$9,000
-10.0%
3530.0%0.01%
-20.0%
VNET  21VIANET GROUP INCsponsored ads a$9,000
-25.0%
3860.0%0.01%
-33.3%
GLD  SPDR GOLD TR$9,0000.0%540.0%0.01%
-11.1%
SPXC  SPX CORP$9,0000.0%1460.0%0.01%
-11.1%
AMAT  APPLIED MATLS INC$9,000
+12.5%
620.0%0.01%0.0%
MJ BuyETF MANAGERS TRetfmg altr hrvst$9,0000.0%414
+0.5%
0.01%
-11.1%
MGPI  MGP INGREDIENTS INC NEW$9,000
+12.5%
1380.0%0.01%0.0%
FLY  FLY LEASING LTDsponsored adr$9,0000.0%5460.0%0.01%
-11.1%
BKNG  BOOKING HOLDINGS INC$9,0000.0%40.0%0.01%
-11.1%
KAPR SellINNOVATOR ETFS TRrussell 2000 pwr$9,000
-25.0%
313
-26.4%
0.01%
-33.3%
SUI  SUN CMNTYS INC$9,000
+12.5%
550.0%0.01%0.0%
DXCM  DEXCOM INC$9,000
+12.5%
210.0%0.01%0.0%
SLG SellSL GREEN RLTY CORP$9,000
-18.2%
117
-28.7%
0.01%
-27.3%
CVNA  CARVANA COcl a$9,000
+12.5%
290.0%0.01%0.0%
TGNA  TEGNA INC$9,0000.0%4880.0%0.01%
-11.1%
RELX  RELX PLCsponsored adr$9,0000.0%3380.0%0.01%
-11.1%
ALG  ALAMO GROUP INC$9,0000.0%570.0%0.01%
-11.1%
IBUY  AMPLIFY ETF TRonlin retl etf$9,000
+12.5%
680.0%0.01%0.0%
ABB  ABB LTDsponsored adr$8,000
+14.3%
2430.0%0.01%0.0%
ARKG  ARK ETF TRgenomic rev etf$8,0000.0%900.0%0.01%
-12.5%
ARKW  ARK ETF TRnext gnrtn inter$8,0000.0%520.0%0.01%
-12.5%
ATSG  AIR TRANSPORT SERVICES GRP I$8,000
-20.0%
3300.0%0.01%
-30.0%
ADSK  AUTODESK INC$8,000
+14.3%
270.0%0.01%0.0%
BIO  BIO RAD LABS INCcl a$8,000
+14.3%
120.0%0.01%0.0%
CDNS  CADENCE DESIGN SYSTEM INC$8,0000.0%560.0%0.01%
-12.5%
COR  CORESITE RLTY CORP$8,000
+14.3%
600.0%0.01%0.0%
DD NewDUPONT DE NEMOURS INC$8,000100
+100.0%
0.01%
JETS NewETF SER SOLUTIONSus glb jets$8,000350
+100.0%
0.01%
EBAY BuyEBAY INC.$8,000
+14.3%
108
+0.9%
0.01%0.0%
PLUS  EPLUS INC$8,000
-11.1%
900.0%0.01%
-22.2%
HROW  HARROW HEALTH INC$8,000
+33.3%
8760.0%0.01%
+16.7%
PMAY NewINNOVATOR ETFS TRs&p 500 pwr buf$8,000257
+100.0%
0.01%
IVW  ISHARES TRs&p 500 grwt etf$8,000
+14.3%
1050.0%0.01%0.0%
DGRO BuyISHARES TRcore div grwth$8,000
+14.3%
152
+0.7%
0.01%0.0%
MARA  MARATHON DIGITAL HOLDINGS IN$8,000
-33.3%
2580.0%0.01%
-41.7%
MPWR  MONOLITHIC PWR SYS INC$8,000
+14.3%
210.0%0.01%0.0%
NULV  NUSHARES ETF TRnuveen esg lrgvl$8,000
+14.3%
2070.0%0.01%0.0%
RADI  RADIUS GLOBAL INFRASTRCTRE I$8,0000.0%5440.0%0.01%
-12.5%
ROK  ROCKWELL AUTOMATION INC$8,000
+14.3%
280.0%0.01%0.0%
SNY  SANOFIsponsored adr$8,0000.0%1600.0%0.01%
-12.5%
SEEL  SEELOS THERAPEUTICS INC$8,000
-42.9%
2,8620.0%0.01%
-50.0%
Z  ZILLOW GROUP INCcl c cap stk$8,0000.0%620.0%0.01%
-12.5%
AON  AON PLC$8,0000.0%340.0%0.01%
-12.5%
BA NewBOEING CO$7,00030
+100.0%
0.01%
NLOK NewNORTONLIFELOCK INC$7,000254
+100.0%
0.01%
MMC  MARSH & MCLENNAN COS INC$7,000
+16.7%
530.0%0.01%0.0%
KMI BuyKINDER MORGAN INC DEL$7,000
+16.7%
361
+0.6%
0.01%0.0%
ILMN  ILLUMINA INC$7,000
+16.7%
150.0%0.01%0.0%
HRI  HERC HLDGS INC$7,000
+16.7%
620.0%0.01%0.0%
HR  HEALTHCARE RLTY TR$7,0000.0%2340.0%0.01%
-14.3%
GGG  GRACO INC$7,0000.0%970.0%0.01%
-14.3%
FTV  FORTIVE CORP$7,0000.0%990.0%0.01%
-14.3%
F NewFORD MTR CO DEL$7,000500
+100.0%
0.01%
FLXS  FLEXSTEEL INDS INC$7,000
+16.7%
1640.0%0.01%0.0%
FCN  FTI CONSULTING INC$7,0000.0%490.0%0.01%
-14.3%
PLOW  DOUGLAS DYNAMICS INC$7,000
-12.5%
1750.0%0.01%
-25.0%
DISH  DISH NETWORK CORPORATIONcl a$7,000
+16.7%
1580.0%0.01%0.0%
DE  DEERE & CO$7,0000.0%190.0%0.01%
-14.3%
BOOM  DMC GLOBAL INC$7,0000.0%1250.0%0.01%
-14.3%
CMTL SellCOMTECH TELECOMMUNICATIONS C$7,000
-30.0%
297
-24.6%
0.01%
-40.0%
VERI  VERITONE INC$7,000
-22.2%
3570.0%0.01%
-33.3%
CEVA  CEVA INC$7,000
-22.2%
1520.0%0.01%
-33.3%
CTT  CATCHMARK TIMBER TR INCcl a$7,000
+16.7%
6310.0%0.01%0.0%
WMT NewWALMART INC$7,00050
+100.0%
0.01%
BRKS  BROOKS AUTOMATION INC NEW$7,000
+16.7%
740.0%0.01%0.0%
WH BuyWYNDHAM HOTELS & RESORTS INC$7,0000.0%101
+1.0%
0.01%
-14.3%
AMOV  AMERICA MOVIL SAB DE CVsponsored adr$7,000
+16.7%
4350.0%0.01%0.0%
MO BuyALTRIA GROUP INC$7,000
-12.5%
156
+2.0%
0.01%
-25.0%
NVMI  NOVA MEASURING INSTRUMENTS L$7,0000.0%720.0%0.01%
-14.3%
CMG  CHIPOTLE MEXICAN GRILL INC$6,0000.0%40.0%0.01%
-16.7%
CTS  CTS CORP$6,000
+20.0%
1690.0%0.01%0.0%
CSTE  CAESARSTONE LTD$6,0000.0%4050.0%0.01%
-16.7%
SSD  SIMPSON MFG INC$6,000
+20.0%
520.0%0.01%0.0%
VTRS SellVIATRIS INC$6,000
-25.0%
400
-28.3%
0.01%
-37.5%
HLI  HOULIHAN LOKEY INCcl a$6,000
+20.0%
680.0%0.01%0.0%
PII  POLARIS INC$6,0000.0%420.0%0.01%
-16.7%
CAKE  CHEESECAKE FACTORY INC$6,0000.0%1090.0%0.01%
-16.7%
EW  EDWARDS LIFESCIENCES CORP$6,000
+20.0%
620.0%0.01%0.0%
BK  BANK NEW YORK MELLON CORP$6,000
+20.0%
1130.0%0.01%0.0%
KRA  KRATON CORP$6,000
-14.3%
1850.0%0.01%
-28.6%
MRNA  MODERNA INC$6,000
+100.0%
250.0%0.01%
+66.7%
PINE  ALPINE INCOME PPTY TR INC$6,000
+20.0%
3050.0%0.01%0.0%
SNA  SNAP ON INC$6,0000.0%260.0%0.01%
-16.7%
TXN  TEXAS INSTRS INC$6,000
+20.0%
290.0%0.01%0.0%
WMB BuyWILLIAMS COS INC$6,000
+20.0%
221
+1.4%
0.01%0.0%
SMED  SHARPS COMPLIANCE CORP$6,000
-25.0%
5520.0%0.01%
-37.5%
XOM BuyEXXON MOBIL CORP$6,0000.0%103
+2.0%
0.01%
-16.7%
IYE  ISHARES TRu.s. energy etf$4,0000.0%1350.0%0.00%0.0%
SU  SUNCOR ENERGY INC NEW$4,000
+33.3%
1640.0%0.00%
+33.3%
MMI  MARCUS & MILLICHAP INC$5,000
+25.0%
1170.0%0.00%0.0%
NBN  NORTHEAST BK LEWISTON ME$4,0000.0%1350.0%0.00%0.0%
SNPS  SYNOPSYS INC$5,0000.0%190.0%0.00%
-20.0%
TJX BuyTJX COS INC NEW$4,0000.0%64
+1.6%
0.00%0.0%
EZA BuyISHARES INCmsci sth afr etf$4,0000.0%90
+1.1%
0.00%0.0%
RYAAY  RYANAIR HOLDINGS PLCsponsored ads$4,0000.0%380.0%0.00%0.0%
TAL  TAL EDUCATION GROUPsponsored ads$5,000
-50.0%
1940.0%0.00%
-60.0%
ODC  OIL DRI CORP AMER$4,0000.0%1100.0%0.00%0.0%
IIPR  INNOVATIVE INDL PPTYS INC$5,0000.0%280.0%0.00%
-20.0%
MNST  MONSTER BEVERAGE CORP NEW$4,0000.0%450.0%0.00%0.0%
TMX  TERMINIX GLOBAL HOLDINGS INC$4,0000.0%940.0%0.00%0.0%
OVV  OVINTIV INC$5,000
+25.0%
1540.0%0.00%0.0%
IR  INGERSOLL RAND INC$4,0000.0%870.0%0.00%0.0%
PAYX  PAYCHEX INC$5,0000.0%500.0%0.00%
-20.0%
PXD  PIONEER NAT RES CO$5,0000.0%310.0%0.00%
-20.0%
THO  THOR INDS INC$4,000
-20.0%
390.0%0.00%
-20.0%
SOAC  SUSTAINABLE OPPORTNTS ACQ CO$4,0000.0%3780.0%0.00%0.0%
PGR  PROGRESSIVE CORP$5,0000.0%540.0%0.00%
-20.0%
PUK  PRUDENTIAL PLCadr$5,0000.0%1190.0%0.00%
-20.0%
ROLL  RBC BEARINGS INC$5,0000.0%230.0%0.00%
-20.0%
BLOK NewAMPLIFY ETF TRblockchain ldr$5,000114
+100.0%
0.00%
FERG  FERGUSON PLC NEW$5,0000.0%390.0%0.00%
-20.0%
MGP  MGM GROWTH PPTYS LLC$5,0000.0%1430.0%0.00%
-20.0%
GS NewGOLDMAN SACHS GROUP INC$4,00010
+100.0%
0.00%
CWCO  CONSOLIDATED WATER CO INCord$4,000
-20.0%
3550.0%0.00%
-20.0%
AIN  ALBANY INTL CORPcl a$4,0000.0%470.0%0.00%0.0%
FFIC  FLUSHING FINL CORP$4,0000.0%1840.0%0.00%0.0%
APD  AIR PRODS & CHEMS INC$5,0000.0%160.0%0.00%
-20.0%
FIZZ  NATIONAL BEVERAGE CORP$4,0000.0%820.0%0.00%0.0%
NEO  NEOGENOMICS INC$4,000
-20.0%
960.0%0.00%
-20.0%
FFIN  FIRST FINL BANKSHARES INC$4,0000.0%870.0%0.00%0.0%
FNF  FIDELITY NATIONAL FINANCIAL$5,000
+25.0%
1040.0%0.00%0.0%
AWI  ARMSTRONG WORLD INDS INC NEW$5,000
+25.0%
420.0%0.00%0.0%
FAST  FASTENAL CO$4,0000.0%860.0%0.00%0.0%
FPI  FARMLAND PARTNERS INC$5,0000.0%4300.0%0.00%
-20.0%
ARWR  ARROWHEAD PHARMACEUTICALS IN$5,000
+25.0%
610.0%0.00%0.0%
BLL  BALL CORP$4,0000.0%520.0%0.00%0.0%
LESL  LESLIES INC$5,000
+25.0%
1720.0%0.00%0.0%
EVTC  EVERTEC INC$4,000
+33.3%
880.0%0.00%
+33.3%
ESQ  ESQUIRE FINL HLDGS INC$4,0000.0%1550.0%0.00%0.0%
ETR  ENTERGY CORP NEW$4,0000.0%380.0%0.00%0.0%
SAN  BANCO SANTANDER S.A.adr$5,000
+25.0%
1,2510.0%0.00%0.0%
BOH  BANK HAWAII CORP$5,0000.0%570.0%0.00%
-20.0%
EBS  EMERGENT BIOSOLUTIONS INC$5,000
-37.5%
850.0%0.00%
-50.0%
ECL  ECOLAB INC$5,0000.0%230.0%0.00%
-20.0%
ZIXI  ZIX CORP$5,0000.0%6630.0%0.00%
-20.0%
BDX  BECTON DICKINSON & CO$4,0000.0%180.0%0.00%0.0%
DG  DOLLAR GEN CORP NEW$4,000
+33.3%
170.0%0.00%
+33.3%
ACEL  ACCEL ENTERTAINMENT INC$5,000
+25.0%
3960.0%0.00%0.0%
BHP  BHP GROUP LTDsponsored ads$5,0000.0%740.0%0.00%
-20.0%
NREF  NEXPOINT REAL ESTATE FIN INC$5,000
+25.0%
2170.0%0.00%0.0%
AZZ  AZZ INC$5,0000.0%1040.0%0.00%
-20.0%
BR  BROADRIDGE FINL SOLUTIONS IN$5,0000.0%340.0%0.00%
-20.0%
CTBI  COMMUNITY TR BANCORP INC$4,0000.0%880.0%0.00%0.0%
AVGO NewBROADCOM INC$5,00010
+100.0%
0.00%
AMN  AMN HEALTHCARE SVCS INC$5,000
+25.0%
490.0%0.00%0.0%
MTCH  MATCH GROUP INC NEW$5,000
+25.0%
290.0%0.00%0.0%
BIPC  BROOKFIELD INFRASTRUCTURE CO$4,0000.0%470.0%0.00%0.0%
CSR  CENTERSPACE$4,0000.0%550.0%0.00%0.0%
W  WAYFAIR INCcl a$5,0000.0%170.0%0.00%
-20.0%
CAT  CATERPILLAR INC$5,0000.0%210.0%0.00%
-20.0%
NDSN  NORDSON CORP$4,000
+33.3%
160.0%0.00%
+33.3%
SOI  SOLARIS OILFIELD INFRASTRUCT$5,000
-16.7%
4900.0%0.00%
-33.3%
LHX BuyL3HARRIS TECHNOLOGIES INC$5,0000.0%24
+4.3%
0.00%
-20.0%
SO  SOUTHERN CO$4,000
-20.0%
730.0%0.00%
-20.0%
SFST  SOUTHERN FIRST BANCSHARES$5,000
+25.0%
890.0%0.00%0.0%
SCHW  SCHWAB CHARLES CORP$5,0000.0%710.0%0.00%
-20.0%
SGEN  SEAGEN INC$5,000
+25.0%
310.0%0.00%0.0%
IJS  ISHARES TRsp smcp600vl etf$4,0000.0%420.0%0.00%0.0%
SMFG  SUMITOMO MITSUI FINL GROUP Isponsored adr$5,0000.0%6540.0%0.00%
-20.0%
PFD NewFLAHERTY & CRUMRINE PFD INCO$3,000200
+100.0%
0.00%
SIRI BuySIRIUS XM HOLDINGS INC$3,0000.0%512
+0.2%
0.00%0.0%
SPRQ  SPARTAN ACQUISITION CORP II$3,0000.0%3040.0%0.00%0.0%
JBT  JOHN BEAN TECHNOLOGIES CORP$3,0000.0%220.0%0.00%0.0%
RUN  SUNRUN INC$3,0000.0%550.0%0.00%0.0%
TXG  10X GENOMICS INC$3,0000.0%150.0%0.00%0.0%
RIG  TRANSOCEAN LTD$3,000
+50.0%
5600.0%0.00%
+50.0%
GLT  GLATFELTER CORPORATION$3,000
-25.0%
2460.0%0.00%
-25.0%
MCK  MCKESSON CORP$3,000
-25.0%
180.0%0.00%
-25.0%
FBT NewFIRST TR EXCHANGE-TRADED FDny arca biotech$3,00016
+100.0%
0.00%
EXAS  EXACT SCIENCES CORP$3,0000.0%210.0%0.00%0.0%
EQNR  EQUINOR ASAsponsored adr$3,0000.0%1480.0%0.00%0.0%
CVAC  CUREVAC N V$3,000
-25.0%
460.0%0.00%
-25.0%
NET  CLOUDFLARE INC$3,000
+50.0%
290.0%0.00%
+50.0%
CTLP NewCANTALOUPE INC$3,000261
+100.0%
0.00%
CNI  CANADIAN NATL RY CO$3,000
-25.0%
330.0%0.00%
-25.0%
WFC NewWELLS FARGO CO NEW$3,00075
+100.0%
0.00%
YCBD  CBDMD INC$3,000
-40.0%
1,1640.0%0.00%
-40.0%
SAM  BOSTON BEER INCcl a$3,000
-25.0%
30.0%0.00%
-25.0%
BX  BLACKSTONE GROUP INC$3,000
+50.0%
330.0%0.00%
+50.0%
APH  AMPHENOL CORP NEWcl a$3,0000.0%420.0%0.00%0.0%
PRI  PRIMERICA INC$3,0000.0%220.0%0.00%0.0%
OGN NewORGANON & CO$3,000107
+100.0%
0.00%
OTRK  ONTRAK INC$3,0000.0%920.0%0.00%0.0%
NEM NewNEWMONT CORP$3,00050
+100.0%
0.00%
MDB  MONGODB INCcl a$3,000
+50.0%
70.0%0.00%
+50.0%
JKHY  HENRY JACK & ASSOC INC$2,0000.0%120.0%0.00%0.0%
ROAD  CONSTRUCTION PARTNERS INC$2,0000.0%720.0%0.00%0.0%
SHW BuySHERWIN WILLIAMS CO$2,000
+100.0%
6
+200.0%
0.00%
+100.0%
REGN  REGENERON PHARMACEUTICALS$2,000
+100.0%
30.0%0.00%
+100.0%
CHWY  CHEWY INCcl a$2,0000.0%250.0%0.00%0.0%
TTD BuyTHE TRADE DESK INC$2,000
+100.0%
20
+900.0%
0.00%
+100.0%
GRUB NewJUST EAT TAKEAWAY COM N Vsponsored ads$2,000128
+100.0%
0.00%
CLXT  CALYXT INC$2,000
-33.3%
4320.0%0.00%
-33.3%
ROP  ROPER TECHNOLOGIES INC$2,0000.0%50.0%0.00%0.0%
ISRG  INTUITIVE SURGICAL INC$2,000
+100.0%
20.0%0.00%
+100.0%
MKTX  MARKETAXESS HLDGS INC$2,0000.0%50.0%0.00%0.0%
AMZA  ETFIS SER TR Iinfrac act mlp$2,000
+100.0%
520.0%0.00%
+100.0%
VEEV  VEEVA SYS INC$2,000
+100.0%
50.0%0.00%
+100.0%
ENB BuyENBRIDGE INC$2,0000.0%51
+2.0%
0.00%0.0%
EL  LAUDER ESTEE COS INCcl a$2,000
+100.0%
50.0%0.00%
+100.0%
WDAY  WORKDAY INCcl a$2,0000.0%70.0%0.00%0.0%
SPGI  S&P GLOBAL INC$2,0000.0%60.0%0.00%0.0%
SSNC  SS&C TECHNOLOGIES HLDGS INC$2,0000.0%240.0%0.00%0.0%
BIIB  BIOGEN INC$2,000
+100.0%
50.0%0.00%
+100.0%
GME NewGAMESTOP CORP NEWcl a$2,00010
+100.0%
0.00%
ANIK  ANIKA THERAPEUTICS INC$2,0000.0%430.0%0.00%0.0%
TYL  TYLER TECHNOLOGIES INC$2,0000.0%40.0%0.00%0.0%
GH  GUARDANT HEALTH INC$2,0000.0%160.0%0.00%0.0%
LULU  LULULEMON ATHLETICA INC$2,0000.0%50.0%0.00%0.0%
HCA  HCA HEALTHCARE INC$2,0000.0%110.0%0.00%0.0%
ALGN  ALIGN TECHNOLOGY INC$2,0000.0%30.0%0.00%0.0%
TTWO NewTAKE-TWO INTERACTIVE SOFTWAR$1,0005
+100.0%
0.00%
BMRN  BIOMARIN PHARMACEUTICAL INC$1,0000.0%80.0%0.00%0.0%
ABMD  ABIOMED INC$1,0000.0%20.0%0.00%0.0%
ABNB  AIRBNB INC$1,000
-50.0%
90.0%0.00%
-50.0%
ENPH  ENPHASE ENERGY INC$1,0000.0%60.0%0.00%0.0%
VEA NewVANGUARD TAX-MANAGED INTL FDftse dev mkt etf$1,00014
+100.0%
0.00%
FDX  FEDEX CORP$1,0000.0%40.0%0.00%0.0%
PG SellPROCTER AND GAMBLE CO$1,000
-94.4%
8
-93.8%
0.00%
-94.7%
ALNY  ALNYLAM PHARMACEUTICALS INC$1,0000.0%70.0%0.00%0.0%
IGC  INDIA GLOBALIZATION CAP INC$1,0000.0%4250.0%0.00%0.0%
BHF  BRIGHTHOUSE FINL INC$1,0000.0%150.0%0.00%0.0%
IUSV  ISHARES TRcore s&p us vlu$1,0000.0%140.0%0.00%0.0%
CTSH  COGNIZANT TECHNOLOGY SOLUTIOcl a$1,0000.0%120.0%0.00%0.0%
LENB  LENNAR CORPcl b$050.0%0.00%
INM  INMED PHARMACEUTICALS INC$01000.0%0.00%
DASH ExitDOORDASH INCcl a$0-13
-100.0%
-0.00%
ARCC ExitARES CAPITAL CORP$0-168
-100.0%
-0.00%
USAT ExitUSA TECHNOLOGIES INC$0-261
-100.0%
-0.00%
CLGX ExitCORELOGIC INC$0-56
-100.0%
-0.00%
RYN ExitRAYONIER INC$0-116
-100.0%
-0.00%
NTRS ExitNORTHERN TR CORP$0-39
-100.0%
-0.00%
MRVL ExitMARVELL TECHNOLOGY GROUP LTDord$0-219
-100.0%
-0.01%
IAU ExitISHARES GOLD TRishares$0-1,200
-100.0%
-0.02%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-07-22
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR11Q3 202318.4%
ISHARES TR11Q3 202313.0%
SPDR SER TR11Q3 202311.5%
VANGUARD INDEX FDS11Q3 20237.1%
SPDR SER TR11Q3 202311.9%
ISHARES TR11Q3 20235.2%
SPDR INDEX SHS FDS11Q3 20234.9%
APPLE INC11Q3 20232.8%
VANGUARD INDEX FDS11Q3 20233.9%
ISHARES TR11Q3 20231.8%

View Better Money Decisions, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-23
13F-HR2023-11-08
13F-HR2023-08-09
13F-HR2023-05-03
13F-HR2023-02-14
13F-HR2022-10-28
13F-HR2022-08-05
13F-HR2022-05-13
13F-HR2022-02-14
13F-HR2021-10-28

View Better Money Decisions, LLC's complete filings history.

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