Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DRRX | Exit | DURECT CORP | $0 | – | -49,400 | -100.0% | -0.03% | – |
KMX | Exit | CARMAX INC | $0 | – | -1,550 | -100.0% | -0.07% | – |
NFLX | Exit | NETFLIX INC | $0 | – | -379 | -100.0% | -0.07% | – |
RSG | Exit | REPUBLIC SVCS INC | $0 | – | -1,822 | -100.0% | -0.07% | – |
DLA | Exit | DELTA APPAREL INC | $0 | – | -6,869 | -100.0% | -0.07% | – |
IDXX | Exit | IDEXX LABS INC | $0 | – | -326 | -100.0% | -0.07% | – |
MCO | Exit | MOODYS CORP | $0 | – | -582 | -100.0% | -0.08% | – |
DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -977 | -100.0% | -0.08% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,425 | -100.0% | -0.08% | – |
DXC | Exit | DXC TECHNOLOGY CO | $0 | – | -5,456 | -100.0% | -0.08% | – |
OKTA | Exit | OKTA INCcl a | $0 | – | -868 | -100.0% | -0.08% | – |
BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,162 | -100.0% | -0.08% | – |
TGT | Exit | TARGET CORP | $0 | – | -870 | -100.0% | -0.08% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -3,190 | -100.0% | -0.08% | – |
SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,106 | -100.0% | -0.08% | – |
BL | Exit | BLACKLINE INC | $0 | – | -2,036 | -100.0% | -0.08% | – |
WDAY | Exit | WORKDAY INCcl a | $0 | – | -975 | -100.0% | -0.08% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -1,421 | -100.0% | -0.08% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -1,374 | -100.0% | -0.09% | – |
FB | Exit | FACEBOOK INCcl a | $0 | – | -690 | -100.0% | -0.09% | – |
ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -4,178 | -100.0% | -0.09% | – |
OMC | Exit | OMNICOM GROUP INC | $0 | – | -3,012 | -100.0% | -0.09% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,695 | -100.0% | -0.09% | – |
ECL | Exit | ECOLAB INC | $0 | – | -1,235 | -100.0% | -0.09% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -2,291 | -100.0% | -0.09% | – |
PEP | Exit | PEPSICO INC | $0 | – | -1,736 | -100.0% | -0.09% | – |
HSY | Exit | HERSHEY CO | $0 | – | -1,533 | -100.0% | -0.10% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -1,863 | -100.0% | -0.10% | – |
TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -691 | -100.0% | -0.10% | – |
WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -2,354 | -100.0% | -0.10% | – |
BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,177 | -100.0% | -0.10% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -2,469 | -100.0% | -0.10% | – |
HEIA | Exit | HEICO CORP NEWcl a | $0 | – | -2,292 | -100.0% | -0.10% | – |
CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -3,335 | -100.0% | -0.10% | – |
TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -445 | -100.0% | -0.10% | – |
EXC | Exit | EXELON CORP | $0 | – | -6,531 | -100.0% | -0.10% | – |
ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -2,900 | -100.0% | -0.11% | – |
TRHC | Exit | TABULA RASA HEALTHCARE INC | $0 | – | -6,072 | -100.0% | -0.11% | – |
BKI | Exit | BLACK KNIGHT INC | $0 | – | -3,934 | -100.0% | -0.11% | – |
SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -7,730 | -100.0% | -0.11% | – |
CABO | Exit | CABLE ONE INC | $0 | – | -164 | -100.0% | -0.11% | – |
VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -1,278 | -100.0% | -0.11% | – |
VIS | Exit | VANGUARD WORLD FDSindustrial etf | $0 | – | -1,634 | -100.0% | -0.12% | – |
ANSS | Exit | ANSYS INC | $0 | – | -955 | -100.0% | -0.12% | – |
MKL | Exit | MARKEL CORP | $0 | – | -285 | -100.0% | -0.12% | – |
INTC | Exit | INTEL CORP | $0 | – | -6,096 | -100.0% | -0.12% | – |
IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -2,610 | -100.0% | -0.12% | – |
TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -1,800 | -100.0% | -0.13% | – |
SPGI | Exit | S&P GLOBAL INC | $0 | – | -870 | -100.0% | -0.13% | – |
CVX | Exit | CHEVRON CORP NEW | $0 | – | -3,428 | -100.0% | -0.13% | – |
NVDA | Exit | NVIDIA CORPORATION | $0 | – | -452 | -100.0% | -0.13% | – |
VMC | Exit | VULCAN MATLS CO | $0 | – | -2,119 | -100.0% | -0.13% | – |
MTB | Exit | M & T BK CORP | $0 | – | -2,586 | -100.0% | -0.14% | – |
PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,305 | -100.0% | -0.14% | – |
TECH | Exit | BIO-TECHNE CORP | $0 | – | -841 | -100.0% | -0.14% | – |
WSBC | Exit | WESBANCO INC | $0 | – | -10,720 | -100.0% | -0.14% | – |
ILMN | Exit | ILLUMINA INC | $0 | – | -832 | -100.0% | -0.14% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -789 | -100.0% | -0.14% | – |
SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -5,386 | -100.0% | -0.14% | – |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -2,246 | -100.0% | -0.14% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,041 | -100.0% | -0.15% | – |
TJX | Exit | TJX COS INC NEW | $0 | – | -6,187 | -100.0% | -0.15% | – |
CAT | Exit | CATERPILLAR INC | $0 | – | -2,002 | -100.0% | -0.16% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -1,112 | -100.0% | -0.16% | – |
MKCV | Exit | MCCORMICK & CO INC | $0 | – | -5,068 | -100.0% | -0.16% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -8,649 | -100.0% | -0.16% | – |
AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,836 | -100.0% | -0.18% | – |
RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -5,862 | -100.0% | -0.18% | – |
ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -549 | -100.0% | -0.18% | – |
ACNB | Exit | ACNB CORP | $0 | – | -18,812 | -100.0% | -0.19% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -214 | -100.0% | -0.19% | – |
CSX | Exit | CSX CORP | $0 | – | -16,467 | -100.0% | -0.19% | – |
SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -9,878 | -100.0% | -0.19% | – |
GWX | Exit | SPDR INDEX SHS FDSs&p intl smlcp | $0 | – | -14,080 | -100.0% | -0.20% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -2,039 | -100.0% | -0.20% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -1,756 | -100.0% | -0.20% | – |
VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -1,454 | -100.0% | -0.21% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -10,818 | -100.0% | -0.22% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,250 | -100.0% | -0.22% | – |
KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -4,755 | -100.0% | -0.23% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -8,224 | -100.0% | -0.23% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -12,915 | -100.0% | -0.24% | – |
TSLA | Exit | TESLA INC | $0 | – | -984 | -100.0% | -0.24% | – |
FAST | Exit | FASTENAL CO | $0 | – | -13,646 | -100.0% | -0.26% | – |
DHR | Exit | DANAHER CORPORATION | $0 | – | -2,753 | -100.0% | -0.27% | – |
T | Exit | AT&T INC | $0 | – | -26,392 | -100.0% | -0.27% | – |
SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -24,594 | -100.0% | -0.29% | – |
JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -5,187 | -100.0% | -0.29% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,998 | -100.0% | -0.29% | – |
HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -56,236 | -100.0% | -0.30% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -5,115 | -100.0% | -0.30% | – |
MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,327 | -100.0% | -0.31% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -2,187 | -100.0% | -0.31% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDSintl bd idx etf | $0 | – | -16,136 | -100.0% | -0.33% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -381 | -100.0% | -0.34% | – |
V | Exit | VISA INC | $0 | – | -4,261 | -100.0% | -0.36% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -8,493 | -100.0% | -0.41% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -10,326 | -100.0% | -0.43% | – |
SPMD | Exit | SPDR SER TRportfolio s&p400 | $0 | – | -28,901 | -100.0% | -0.49% | – |
SPGM | Exit | SPDR INDEX SHS FDSportfli msci gbl | $0 | – | -24,764 | -100.0% | -0.50% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -3,790 | -100.0% | -0.52% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -442 | -100.0% | -0.55% | – |
IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -12,208 | -100.0% | -0.58% | – |
SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -22,727 | -100.0% | -0.62% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -9,270 | -100.0% | -0.70% | – |
PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -10,145 | -100.0% | -0.70% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -19,570 | -100.0% | -0.70% | – |
IXUS | Exit | ISHARES TRcore msci total | $0 | – | -26,672 | -100.0% | -0.70% | – |
SPLG | Exit | SPDR SER TRportfolio s&p500 | $0 | – | -43,251 | -100.0% | -0.78% | – |
GMF | Exit | SPDR INDEX SHS FDSasia pacif etf | $0 | – | -16,442 | -100.0% | -0.80% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -9,636 | -100.0% | -0.80% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -5,312 | -100.0% | -0.82% | – |
ALLY | Exit | ALLY FINL INC | $0 | – | -48,453 | -100.0% | -0.87% | – |
PATK | Exit | PATRICK INDS INC | $0 | – | -35,522 | -100.0% | -0.94% | – |
SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -72,470 | -100.0% | -0.96% | – |
SLYG | Exit | SPDR SER TRs&p 600 smcp grw | $0 | – | -43,082 | -100.0% | -1.38% | – |
SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -38,901 | -100.0% | -1.46% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -15,361 | -100.0% | -1.50% | – |
DOCU | Exit | DOCUSIGN INC | $0 | – | -15,949 | -100.0% | -1.61% | – |
TURN | Exit | 180 DEGREE CAP CORP | $0 | – | -634,157 | -100.0% | -1.84% | – |
SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -137,009 | -100.0% | -2.05% | – |
SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -176,008 | -100.0% | -3.61% | – |
AAPL | Exit | APPLE INC | $0 | – | -83,621 | -100.0% | -4.13% | – |
SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -358,316 | -100.0% | -5.10% | – |
MKC | Exit | MCCORMICK & CO INC | $0 | – | -174,071 | -100.0% | -5.54% | – |
SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -212,093 | -100.0% | -5.98% | – |
CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -557,124 | -100.0% | -6.06% | – |
SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -272,494 | -100.0% | -6.18% | – |
SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -210,509 | -100.0% | -7.89% | – |
RYF | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $0 | – | -388,799 | -100.0% | -8.38% | – |
TXG | Exit | 10X GENOMICS INC | $0 | – | -141,258 | -100.0% | -9.97% | – |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
10X GENOMICS INC | 1 | Q2 2021 | 10.0% |
INVESCO EXCHANGE TRADED FD T | 1 | Q2 2021 | 8.4% |
SCHWAB STRATEGIC TR | 1 | Q2 2021 | 7.9% |
SPDR SER TR | 1 | Q2 2021 | 6.2% |
SPDR INDEX SHS FDS | 1 | Q2 2021 | 6.1% |
SCHWAB STRATEGIC TR | 1 | Q2 2021 | 6.0% |
MCCORMICK & CO INC | 1 | Q2 2021 | 5.5% |
SCHWAB STRATEGIC TR | 1 | Q2 2021 | 5.1% |
APPLE INC | 1 | Q2 2021 | 4.1% |
SCHWAB STRATEGIC TR | 1 | Q2 2021 | 3.6% |
View Financial Consulate Inc.'s complete holdings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.