$151 Million is the total value of Grey Fox Wealth Advisors, LLC's 393 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | New | VANGUARD INDEX FDSvalue etf | $11,880,756 | – | 84,639 | +100.0% | 7.84% | – |
| AGG | New | ISHARES TRcore us aggbd et | $10,717,290 | – | 110,499 | +100.0% | 7.08% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $9,878,686 | – | 46,355 | +100.0% | 6.52% | – |
| SPLV | New | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $8,161,308 | – | 127,720 | +100.0% | 5.39% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $6,194,810 | – | 147,601 | +100.0% | 4.09% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $5,878,644 | – | 37,019 | +100.0% | 3.88% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $4,425,327 | – | 21,713 | +100.0% | 2.92% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,392,662 | – | 58,421 | +100.0% | 2.90% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $3,573,471 | – | 48,533 | +100.0% | 2.36% | – |
| MUB | New | ISHARES TRnational mun etf | $3,569,813 | – | 33,831 | +100.0% | 2.36% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $3,559,504 | – | 16,593 | +100.0% | 2.35% | – |
| AAPL | New | APPLE INC | $3,078,933 | – | 23,697 | +100.0% | 2.03% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $2,954,928 | – | 12,216 | +100.0% | 1.95% | – |
| SMLV | New | SPDR SER TRssga us smal etf | $2,931,928 | – | 27,236 | +100.0% | 1.94% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $2,912,462 | – | 56,236 | +100.0% | 1.92% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $2,887,769 | – | 43,741 | +100.0% | 1.91% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $2,765,637 | – | 33,531 | +100.0% | 1.83% | – |
| IDLV | New | INVESCO EXCH TRADED FD TR IIs&p intl low | $2,677,277 | – | 99,973 | +100.0% | 1.77% | – |
| JNJ | New | JOHNSON & JOHNSON | $2,509,843 | – | 14,208 | +100.0% | 1.66% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $2,467,488 | – | 34,347 | +100.0% | 1.63% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,153,110 | – | 55,236 | +100.0% | 1.42% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,893,242 | – | 41,473 | +100.0% | 1.25% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $1,693,498 | – | 34,219 | +100.0% | 1.12% | – |
| TIP | New | ISHARES TRtips bd etf | $1,509,639 | – | 14,183 | +100.0% | 1.00% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $1,415,330 | – | 58,292 | +100.0% | 0.93% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $1,383,976 | – | 15,686 | +100.0% | 0.91% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,266,799 | – | 4,101 | +100.0% | 0.84% | – |
| VTWG | New | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,215,717 | – | 7,808 | +100.0% | 0.80% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,168,797 | – | 17,806 | +100.0% | 0.77% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $1,152,960 | – | 24,309 | +100.0% | 0.76% | – |
| IWR | New | ISHARES TRrus mid cap etf | $1,102,470 | – | 16,345 | +100.0% | 0.73% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $1,040,752 | – | 14,407 | +100.0% | 0.69% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $1,010,766 | – | 7,289 | +100.0% | 0.67% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $1,002,483 | – | 15,766 | +100.0% | 0.66% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $892,793 | – | 17,806 | +100.0% | 0.59% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $882,862 | – | 10,830 | +100.0% | 0.58% | – |
| MRK | New | MERCK & CO INC | $816,407 | – | 7,358 | +100.0% | 0.54% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $771,033 | – | 23,393 | +100.0% | 0.51% | – |
| JPM | New | JPMORGAN CHASE & CO | $768,929 | – | 5,734 | +100.0% | 0.51% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $736,473 | – | 13,883 | +100.0% | 0.49% | – |
| AMZN | New | AMAZON COM INC | $690,144 | – | 8,216 | +100.0% | 0.46% | – |
| CVX | New | CHEVRON CORP NEW | $666,267 | – | 3,712 | +100.0% | 0.44% | – |
| DHR | New | DANAHER CORPORATION | $644,705 | – | 2,429 | +100.0% | 0.43% | – |
| IGSB | New | ISHARES TR | $624,494 | – | 12,535 | +100.0% | 0.41% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $540,343 | – | 4,283 | +100.0% | 0.36% | – |
| USB | New | US BANCORP DEL | $531,693 | – | 12,192 | +100.0% | 0.35% | – |
| ACN | New | ACCENTURE PLC IRELAND | $531,012 | – | 1,990 | +100.0% | 0.35% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $526,436 | – | 1,977 | +100.0% | 0.35% | – |
| GILD | New | GILEAD SCIENCES INC | $521,796 | – | 6,078 | +100.0% | 0.34% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $510,108 | – | 6,848 | +100.0% | 0.34% | – |
| ONEV | New | SPDR SER TRrussell low vol | $491,828 | – | 4,777 | +100.0% | 0.32% | – |
| ABBV | New | ABBVIE INC | $485,476 | – | 3,004 | +100.0% | 0.32% | – |
| HD | New | HOME DEPOT INC | $467,789 | – | 1,481 | +100.0% | 0.31% | – |
| SYK | New | STRYKER CORPORATION | $467,465 | – | 1,912 | +100.0% | 0.31% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $464,044 | – | 1,213 | +100.0% | 0.31% | – |
| VOO | New | VANGUARD INDEX FDS | $427,229 | – | 1,216 | +100.0% | 0.28% | – |
| MSFT | New | MICROSOFT CORP | $422,563 | – | 1,762 | +100.0% | 0.28% | – |
| XSLV | New | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $415,113 | – | 9,296 | +100.0% | 0.27% | – |
| TSCO | New | TRACTOR SUPPLY CO | $405,396 | – | 1,802 | +100.0% | 0.27% | – |
| PEP | New | PEPSICO INC | $398,355 | – | 2,205 | +100.0% | 0.26% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $377,014 | – | 4,249 | +100.0% | 0.25% | – |
| TJX | New | TJX COS INC NEW | $358,757 | – | 4,507 | +100.0% | 0.24% | – |
| FIVE | New | FIVE BELOW INC | $351,087 | – | 1,985 | +100.0% | 0.23% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $345,289 | – | 1,806 | +100.0% | 0.23% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $341,937 | – | 9,778 | +100.0% | 0.23% | – |
| New | CONSTELLATION ENERGY CORP | $333,633 | – | 3,870 | +100.0% | 0.22% | – | |
| V | New | VISA INC | $325,144 | – | 1,565 | +100.0% | 0.22% | – |
| NKE | New | NIKE INCcl b | $307,853 | – | 2,631 | +100.0% | 0.20% | – |
| EXC | New | EXELON CORP | $293,705 | – | 6,794 | +100.0% | 0.19% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $293,830 | – | 1,935 | +100.0% | 0.19% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $288,158 | – | 750 | +100.0% | 0.19% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $279,271 | – | 2,065 | +100.0% | 0.18% | – |
| WLK | New | WESTLAKE CORPORATION | $276,653 | – | 2,698 | +100.0% | 0.18% | – |
| DLTR | New | DOLLAR TREE INC | $270,858 | – | 1,915 | +100.0% | 0.18% | – |
| NVS | New | NOVARTIS AGsponsored adr | $268,894 | – | 2,964 | +100.0% | 0.18% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $260,459 | – | 3,620 | +100.0% | 0.17% | – |
| NEE | New | NEXTERA ENERGY INC | $253,278 | – | 3,030 | +100.0% | 0.17% | – |
| AM | New | ANTERO MIDSTREAM CORP | $248,343 | – | 23,016 | +100.0% | 0.16% | – |
| HLNE | New | HAMILTON LANE INCcl a | $239,550 | – | 3,750 | +100.0% | 0.16% | – |
| TGT | New | TARGET CORP | $234,689 | – | 1,575 | +100.0% | 0.16% | – |
| NFLX | New | NETFLIX INC | $227,647 | – | 772 | +100.0% | 0.15% | – |
| GNTX | New | GENTEX CORP | $221,460 | – | 8,121 | +100.0% | 0.15% | – |
| XBI | New | SPDR SER TRs&p biotech | $220,448 | – | 2,656 | +100.0% | 0.15% | – |
| IYJ | New | ISHARES TRus industrials | $214,720 | – | 2,226 | +100.0% | 0.14% | – |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $215,811 | – | 9,379 | +100.0% | 0.14% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $214,350 | – | 11,112 | +100.0% | 0.14% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $209,700 | – | 2,969 | +100.0% | 0.14% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $207,617 | – | 650 | +100.0% | 0.14% | – |
| XHE | New | SPDR SER TRhlth cr equip | $204,320 | – | 2,273 | +100.0% | 0.14% | – |
| CME | New | CME GROUP INC | $204,483 | – | 1,216 | +100.0% | 0.14% | – |
| ET | New | ENERGY TRANSFER L P | $202,941 | – | 17,097 | +100.0% | 0.13% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $201,296 | – | 279 | +100.0% | 0.13% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $200,101 | – | 3,602 | +100.0% | 0.13% | – |
| DGRO | New | ISHARES TRcore div grwth | $195,100 | – | 3,902 | +100.0% | 0.13% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $195,744 | – | 1,573 | +100.0% | 0.13% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $194,159 | – | 586 | +100.0% | 0.13% | – |
| DIS | New | DISNEY WALT CO | $191,570 | – | 2,205 | +100.0% | 0.13% | – |
| JNK | New | SPDR SER TRbloomberg high y | $189,720 | – | 2,108 | +100.0% | 0.12% | – |
| WTRG | New | ESSENTIAL UTILS INC | $189,154 | – | 3,963 | +100.0% | 0.12% | – |
| VOX | New | VANGUARD WORLD FDS | $186,379 | – | 2,266 | +100.0% | 0.12% | – |
| RGI | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $186,827 | – | 1,048 | +100.0% | 0.12% | – |
| PFE | New | PFIZER INC | $184,669 | – | 3,604 | +100.0% | 0.12% | – |
| SYY | New | SYSCO CORP | $185,085 | – | 2,421 | +100.0% | 0.12% | – |
| ABT | New | ABBOTT LABS | $181,922 | – | 1,657 | +100.0% | 0.12% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $180,917 | – | 3,498 | +100.0% | 0.12% | – |
| COST | New | COSTCO WHSL CORP NEW | $178,948 | – | 392 | +100.0% | 0.12% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $171,350 | – | 2,111 | +100.0% | 0.11% | – |
| XOM | New | EXXON MOBIL CORP | $166,553 | – | 1,510 | +100.0% | 0.11% | – |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $160,269 | – | 4,787 | +100.0% | 0.11% | – | |
| XSD | New | SPDR SER TRs&p semicndctr | $148,835 | – | 890 | +100.0% | 0.10% | – |
| PG | New | PROCTER AND GAMBLE CO | $145,498 | – | 960 | +100.0% | 0.10% | – |
| SPMD | New | SPDR SER TRportfolio s&p400 | $140,803 | – | 3,313 | +100.0% | 0.09% | – |
| New | RIVIAN AUTOMOTIVE INC | $138,428 | – | 7,511 | +100.0% | 0.09% | – | |
| IEF | New | ISHARES TR7-10 yr trsy bd | $138,498 | – | 1,446 | +100.0% | 0.09% | – |
| AGZ | New | ISHARES TRagency bond etf | $124,842 | – | 1,173 | +100.0% | 0.08% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $123,587 | – | 2,812 | +100.0% | 0.08% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $122,294 | – | 843 | +100.0% | 0.08% | – |
| AMGN | New | AMGEN INC | $121,602 | – | 463 | +100.0% | 0.08% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $119,616 | – | 1,310 | +100.0% | 0.08% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $117,738 | – | 1,564 | +100.0% | 0.08% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $117,309 | – | 2,988 | +100.0% | 0.08% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $116,180 | – | 2,210 | +100.0% | 0.08% | – |
| QCOM | New | QUALCOMM INC | $115,767 | – | 1,053 | +100.0% | 0.08% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $112,795 | – | 479 | +100.0% | 0.07% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $110,866 | – | 817 | +100.0% | 0.07% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $108,344 | – | 1,966 | +100.0% | 0.07% | – |
| TROW | New | PRICE T ROWE GROUP INC | $108,515 | – | 995 | +100.0% | 0.07% | – |
| IAU | New | ISHARES GOLD TRishares new | $107,402 | – | 3,105 | +100.0% | 0.07% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $105,766 | – | 4,385 | +100.0% | 0.07% | – |
| TSLA | New | TESLA INC | $103,841 | – | 843 | +100.0% | 0.07% | – |
| GLD | New | SPDR GOLD TR | $105,177 | – | 620 | +100.0% | 0.07% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $100,631 | – | 2,142 | +100.0% | 0.07% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $100,445 | – | 1,717 | +100.0% | 0.07% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $98,690 | – | 4,569 | +100.0% | 0.06% | – | |
| RING | New | ISHARES INCmsci gbl gold mn | $97,136 | – | 4,350 | +100.0% | 0.06% | – |
| MCK | New | MCKESSON CORP | $93,780 | – | 250 | +100.0% | 0.06% | – |
| INTC | New | INTEL CORP | $89,413 | – | 3,383 | +100.0% | 0.06% | – |
| FB | New | META PLATFORMS INCcl a | $89,292 | – | 742 | +100.0% | 0.06% | – |
| VFC | New | V F CORP | $87,910 | – | 3,184 | +100.0% | 0.06% | – |
| EFV | New | ISHARES TReafe value etf | $86,484 | – | 1,885 | +100.0% | 0.06% | – |
| DHI | New | D R HORTON INC | $83,702 | – | 939 | +100.0% | 0.06% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $78,621 | – | 417 | +100.0% | 0.05% | – |
| ORCL | New | ORACLE CORP | $78,797 | – | 964 | +100.0% | 0.05% | – |
| DUK | New | DUKE ENERGY CORP NEW | $75,904 | – | 737 | +100.0% | 0.05% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $72,284 | – | 668 | +100.0% | 0.05% | – |
| WMT | New | WALMART INC | $71,320 | – | 503 | +100.0% | 0.05% | – |
| DECK | New | DECKERS OUTDOOR CORP | $71,050 | – | 178 | +100.0% | 0.05% | – |
| PM | New | PHILIP MORRIS INTL INC | $68,418 | – | 676 | +100.0% | 0.04% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $64,440 | – | 408 | +100.0% | 0.04% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $61,895 | – | 654 | +100.0% | 0.04% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $60,588 | – | 4,297 | +100.0% | 0.04% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $59,715 | – | 250 | +100.0% | 0.04% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $59,380 | – | 112 | +100.0% | 0.04% | – |
| KLAC | New | KLA CORP | $57,686 | – | 153 | +100.0% | 0.04% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $55,959 | – | 369 | +100.0% | 0.04% | – |
| TXN | New | TEXAS INSTRS INC | $54,192 | – | 328 | +100.0% | 0.04% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $54,522 | – | 831 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MLS INC | $53,329 | – | 636 | +100.0% | 0.04% | – |
| INTU | New | INTUIT | $52,545 | – | 135 | +100.0% | 0.04% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $51,890 | – | 1,317 | +100.0% | 0.03% | – |
| EMR | New | EMERSON ELEC CO | $50,912 | – | 530 | +100.0% | 0.03% | – |
| EBC | New | EASTERN BANKSHARES INC | $50,025 | – | 2,900 | +100.0% | 0.03% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $49,568 | – | 225 | +100.0% | 0.03% | – |
| ETN | New | EATON CORP PLC | $49,439 | – | 315 | +100.0% | 0.03% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $48,341 | – | 479 | +100.0% | 0.03% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $47,904 | – | 261 | +100.0% | 0.03% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $48,906 | – | 360 | +100.0% | 0.03% | – |
| HII | New | HUNTINGTON INGALLS INDS INC | $47,751 | – | 207 | +100.0% | 0.03% | – |
| LLY | New | LILLY ELI & CO | $47,193 | – | 129 | +100.0% | 0.03% | – |
| BDX | New | BECTON DICKINSON & CO | $47,300 | – | 186 | +100.0% | 0.03% | – |
| SRE | New | SEMPRA | $46,362 | – | 300 | +100.0% | 0.03% | – |
| PICB | New | INVESCO EXCH TRADED FD TR IIintl corp bd | $43,844 | – | 2,072 | +100.0% | 0.03% | – |
| NVDA | New | NVIDIA CORPORATION | $42,234 | – | 289 | +100.0% | 0.03% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $42,954 | – | 78 | +100.0% | 0.03% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $41,998 | – | 1,228 | +100.0% | 0.03% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $40,684 | – | 117 | +100.0% | 0.03% | – |
| KO | New | COCA COLA CO | $38,802 | – | 610 | +100.0% | 0.03% | – |
| FDX | New | FEDEX CORP | $39,663 | – | 229 | +100.0% | 0.03% | – |
| FITB | New | FIFTH THIRD BANCORP | $37,567 | – | 1,145 | +100.0% | 0.02% | – |
| FCOM | New | FIDELITY COVINGTON TRUST | $37,458 | – | 1,206 | +100.0% | 0.02% | – |
| RY | New | ROYAL BK CDA SUSTAINABL | $38,548 | – | 410 | +100.0% | 0.02% | – |
| AVGO | New | BROADCOM INC | $38,580 | – | 69 | +100.0% | 0.02% | – |
| NTR | New | NUTRIEN LTD | $35,931 | – | 492 | +100.0% | 0.02% | – |
| AON | New | AON PLC | $35,717 | – | 119 | +100.0% | 0.02% | – |
| INFY | New | INFOSYS LTDsponsored adr | $36,506 | – | 2,027 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $36,725 | – | 567 | +100.0% | 0.02% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $36,275 | – | 468 | +100.0% | 0.02% | – |
| IYC | New | ISHARES TRus consum discre | $37,081 | – | 651 | +100.0% | 0.02% | – |
| CSCO | New | CISCO SYS INC | $36,778 | – | 772 | +100.0% | 0.02% | – |
| D | New | DOMINION ENERGY INC | $35,688 | – | 582 | +100.0% | 0.02% | – |
| BAC | New | BANK AMERICA CORP | $35,140 | – | 1,061 | +100.0% | 0.02% | – |
| DD | New | DUPONT DE NEMOURS INC | $34,658 | – | 505 | +100.0% | 0.02% | – |
| CFG | New | CITIZENS FINL GROUP INC | $34,449 | – | 875 | +100.0% | 0.02% | – |
| ADI | New | ANALOG DEVICES INC | $35,430 | – | 216 | +100.0% | 0.02% | – |
| New | HOUR LOOP INC | $33,930 | – | 13,000 | +100.0% | 0.02% | – | |
| QDEF | New | FLEXSHARES TRqlt div def idx | $32,928 | – | 640 | +100.0% | 0.02% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $31,254 | – | 302 | +100.0% | 0.02% | – |
| C | New | CITIGROUP INC | $32,520 | – | 719 | +100.0% | 0.02% | – |
| CWT | New | CALIFORNIA WTR SVC GROUP | $30,563 | – | 504 | +100.0% | 0.02% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $29,555 | – | 575 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $29,901 | – | 97 | +100.0% | 0.02% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $30,761 | – | 955 | +100.0% | 0.02% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $29,653 | – | 732 | +100.0% | 0.02% | – |
| LOW | New | LOWES COS INC | $30,882 | – | 155 | +100.0% | 0.02% | – |
| CCI | New | CROWN CASTLE INC | $28,756 | – | 212 | +100.0% | 0.02% | – |
| XYL | New | XYLEM INC | $28,306 | – | 256 | +100.0% | 0.02% | – |
| TFC | New | TRUIST FINL CORP | $28,099 | – | 653 | +100.0% | 0.02% | – |
| AME | New | AMETEK INC | $28,643 | – | 205 | +100.0% | 0.02% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $29,265 | – | 192 | +100.0% | 0.02% | – |
| VIAC | New | PARAMOUNT GLOBAL | $29,422 | – | 1,743 | +100.0% | 0.02% | – |
| PLBY | New | PLBY GROUP INC | $26,887 | – | 9,777 | +100.0% | 0.02% | – |
| LMT | New | LOCKHEED MARTIN CORP | $26,757 | – | 55 | +100.0% | 0.02% | – |
| CB | New | CHUBB LIMITED | $27,134 | – | 123 | +100.0% | 0.02% | – |
| New | J P MORGAN EXCHANGE TRADED Fmkt expn enhncd | $25,371 | – | 551 | +100.0% | 0.02% | – | |
| PANW | New | PALO ALTO NETWORKS INC | $25,536 | – | 183 | +100.0% | 0.02% | – |
| ULTA | New | ULTA BEAUTY INC | $26,268 | – | 56 | +100.0% | 0.02% | – |
| BKNG | New | BOOKING HOLDINGS INC | $26,199 | – | 13 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $26,241 | – | 300 | +100.0% | 0.02% | – |
| COG | New | COTERRA ENERGY INC | $24,570 | – | 1,000 | +100.0% | 0.02% | – |
| BA | New | BOEING CO | $24,954 | – | 131 | +100.0% | 0.02% | – |
| EOI | New | EATON VANCE ENHANCED EQUITY | $24,112 | – | 1,615 | +100.0% | 0.02% | – |
| CSX | New | CSX CORP | $22,027 | – | 711 | +100.0% | 0.02% | – |
| AR | New | ANTERO RESOURCES CORP | $23,273 | – | 751 | +100.0% | 0.02% | – |
| SU | New | SUNCOR ENERGY INC NEW | $22,846 | – | 720 | +100.0% | 0.02% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $20,746 | – | 315 | +100.0% | 0.01% | – |
| ENB | New | ENBRIDGE INC | $21,153 | – | 541 | +100.0% | 0.01% | – |
| MMM | New | 3M CO | $20,986 | – | 175 | +100.0% | 0.01% | – |
| APH | New | AMPHENOL CORP NEWcl a | $21,471 | – | 282 | +100.0% | 0.01% | – |
| IYR | New | ISHARES TRu.s. real es etf | $20,458 | – | 243 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC | $21,357 | – | 184 | +100.0% | 0.01% | – |
| CLX | New | CLOROX CO DEL | $21,050 | – | 150 | +100.0% | 0.01% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $21,094 | – | 100 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $19,636 | – | 74 | +100.0% | 0.01% | – |
| MDU | New | MDU RES GROUP INC | $19,660 | – | 648 | +100.0% | 0.01% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $19,891 | – | 268 | +100.0% | 0.01% | – |
| AFL | New | AFLAC INC | $19,784 | – | 275 | +100.0% | 0.01% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $17,574 | – | 52 | +100.0% | 0.01% | – |
| SO | New | SOUTHERN CO | $17,853 | – | 250 | +100.0% | 0.01% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $18,060 | – | 400 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $17,976 | – | 100 | +100.0% | 0.01% | – |
| PH | New | PARKER-HANNIFIN CORP | $18,624 | – | 64 | +100.0% | 0.01% | – |
| CM | New | CANADIAN IMPERIAL BK COMM TO | $17,232 | – | 426 | +100.0% | 0.01% | – |
| ETR | New | ENTERGY CORP NEW | $16,988 | – | 151 | +100.0% | 0.01% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $17,420 | – | 234 | +100.0% | 0.01% | – |
| O | New | REALTY INCOME CORP | $15,984 | – | 252 | +100.0% | 0.01% | – |
| PENN | New | PENN ENTERTAINMENT INC | $17,226 | – | 580 | +100.0% | 0.01% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $17,281 | – | 182 | +100.0% | 0.01% | – |
| ABB | New | ABB LTDsponsored adr | $16,296 | – | 535 | +100.0% | 0.01% | – |
| CIDM | New | CINEDIGM CORP | $15,209 | – | 39,229 | +100.0% | 0.01% | – |
| COF | New | CAPITAL ONE FINL CORP | $15,617 | – | 168 | +100.0% | 0.01% | – |
| WAT | New | WATERS CORP | $15,074 | – | 44 | +100.0% | 0.01% | – |
| DG | New | DOLLAR GEN CORP NEW | $14,529 | – | 59 | +100.0% | 0.01% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $15,654 | – | 419 | +100.0% | 0.01% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $14,586 | – | 2,272 | +100.0% | 0.01% | – |
| GPN | New | GLOBAL PMTS INC | $15,593 | – | 157 | +100.0% | 0.01% | – |
| IT | New | GARTNER INC | $15,126 | – | 45 | +100.0% | 0.01% | – |
| CTVA | New | CORTEVA INC | $14,519 | – | 247 | +100.0% | 0.01% | – |
| BCE | New | BCE INC | $14,635 | – | 333 | +100.0% | 0.01% | – |
| ERF | New | ENERPLUS CORP | $15,885 | – | 900 | +100.0% | 0.01% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $14,462 | – | 611 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $13,618 | – | 48 | +100.0% | 0.01% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $13,054 | – | 46 | +100.0% | 0.01% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $13,928 | – | 150 | +100.0% | 0.01% | – |
| IEFA | New | ISHARES TRcore msci eafe | $14,054 | – | 228 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP | $12,999 | – | 96 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $13,967 | – | 120 | +100.0% | 0.01% | – |
| MCD | New | MCDONALDS CORP | $13,177 | – | 50 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $14,134 | – | 42 | +100.0% | 0.01% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $13,534 | – | 65 | +100.0% | 0.01% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $11,969 | – | 207 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $12,854 | – | 60 | +100.0% | 0.01% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $11,729 | – | 544 | +100.0% | 0.01% | – |
| ZTS | New | ZOETIS INCcl a | $11,724 | – | 80 | +100.0% | 0.01% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $12,366 | – | 205 | +100.0% | 0.01% | – |
| FMC | New | FMC CORP | $12,480 | – | 100 | +100.0% | 0.01% | – |
| EXPE | New | EXPEDIA GROUP INC | $12,264 | – | 140 | +100.0% | 0.01% | – |
| ES | New | EVERSOURCE ENERGY | $12,241 | – | 146 | +100.0% | 0.01% | – |
| WFC | New | WELLS FARGO CO NEW | $11,726 | – | 284 | +100.0% | 0.01% | – |
| AGR | New | AVANGRID INC | $10,745 | – | 250 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $10,582 | – | 210 | +100.0% | 0.01% | – |
| HON | New | HONEYWELL INTL INC | $10,072 | – | 47 | +100.0% | 0.01% | – |
| PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $10,967 | – | 179 | +100.0% | 0.01% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $10,928 | – | 281 | +100.0% | 0.01% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $8,777 | – | 97 | +100.0% | 0.01% | – |
| PPG | New | PPG INDS INC | $9,431 | – | 75 | +100.0% | 0.01% | – |
| DFS | New | DISCOVER FINL SVCS | $8,707 | – | 89 | +100.0% | 0.01% | – |
| New | COREBRIDGE FINL INC | $9,629 | – | 480 | +100.0% | 0.01% | – | |
| CHD | New | CHURCH & DWIGHT CO INC | $9,673 | – | 120 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $9,177 | – | 123 | +100.0% | 0.01% | – |
| ESML | New | ISHARES TResg aware msci | $8,680 | – | 264 | +100.0% | 0.01% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $8,547 | – | 157 | +100.0% | 0.01% | – |
| UNP | New | UNION PAC CORP | $9,525 | – | 46 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $9,016 | – | 132 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $8,735 | – | 62 | +100.0% | 0.01% | – |
| NTRS | New | NORTHERN TR CORP | $8,761 | – | 99 | +100.0% | 0.01% | – |
| DDOG | New | DATADOG INC | $7,350 | – | 100 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS CO | $7,120 | – | 30 | +100.0% | 0.01% | – |
| BGRN | New | ISHARES TRusd grn bond etf | $8,045 | – | 175 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $7,795 | – | 11 | +100.0% | 0.01% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $8,288 | – | 65 | +100.0% | 0.01% | – |
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $7,231 | – | 145 | +100.0% | 0.01% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $8,070 | – | 106 | +100.0% | 0.01% | – |
| VSGX | New | VANGUARD WORLD FDesg intl stk etf | $7,231 | – | 147 | +100.0% | 0.01% | – |
| PPL | New | PPL CORP | $7,480 | – | 256 | +100.0% | 0.01% | – |
| PYPL | New | PAYPAL HLDGS INC | $5,911 | – | 83 | +100.0% | 0.00% | – |
| BWZ | New | SPDR SER TRbloomberg short | $5,574 | – | 206 | +100.0% | 0.00% | – |
| HUN | New | HUNTSMAN CORP | $5,633 | – | 205 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $5,737 | – | 33 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE INC | $5,967 | – | 45 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $6,169 | – | 27 | +100.0% | 0.00% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $6,005 | – | 134 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC | $5,384 | – | 66 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $5,949 | – | 245 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $4,361 | – | 51 | +100.0% | 0.00% | – |
| AZO | New | AUTOZONE INC | $4,932 | – | 2 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $5,272 | – | 50 | +100.0% | 0.00% | – |
| APYX | New | APYX MEDICAL CORPORATION | $4,664 | – | 1,993 | +100.0% | 0.00% | – |
| ANTM | New | ELEVANCE HEALTH INC | $4,104 | – | 8 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $4,185 | – | 24 | +100.0% | 0.00% | – |
| SBUX | New | STARBUCKS CORP | $4,166 | – | 42 | +100.0% | 0.00% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $4,464 | – | 13 | +100.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP | $5,175 | – | 21 | +100.0% | 0.00% | – |
| IQLT | New | ISHARES TRmsci intl qualty | $4,599 | – | 142 | +100.0% | 0.00% | – |
| VLUE | New | ISHARES TRmsci usa value | $4,284 | – | 47 | +100.0% | 0.00% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $4,112 | – | 173 | +100.0% | 0.00% | – |
| IZRL | New | ARK ETF TRisrael inovate | $4,904 | – | 280 | +100.0% | 0.00% | – |
| WSFS | New | WSFS FINL CORP | $4,579 | – | 101 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $3,502 | – | 27 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $2,810 | – | 23 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $2,796 | – | 30 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $2,488 | – | 7 | +100.0% | 0.00% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $2,720 | – | 133 | +100.0% | 0.00% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $2,669 | – | 17 | +100.0% | 0.00% | – |
| AVXL | New | ANAVEX LIFE SCIENCES CORP | $2,778 | – | 300 | +100.0% | 0.00% | – |
| AXP | New | AMERICAN EXPRESS CO | $2,364 | – | 16 | +100.0% | 0.00% | – |
| ACM | New | AECOM | $3,312 | – | 39 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP | $3,470 | – | 16 | +100.0% | 0.00% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $3,297 | – | 128 | +100.0% | 0.00% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,871 | – | 38 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $3,675 | – | 17 | +100.0% | 0.00% | – |
| LTHM | New | LIVENT CORP | $1,868 | – | 94 | +100.0% | 0.00% | – |
| KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $2,201 | – | 42 | +100.0% | 0.00% | – |
| CDW | New | CDW CORP | $1,786 | – | 10 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $1,222 | – | 100 | +100.0% | 0.00% | – |
| G | New | GENPACT LIMITED | $1,806 | – | 39 | +100.0% | 0.00% | – |
| BAH | New | BOOZ ALLEN HAMILTON HLDG CORcl a | $1,045 | – | 10 | +100.0% | 0.00% | – |
| ESGE | New | ISHARES INCesg awr msci em | $1,774 | – | 59 | +100.0% | 0.00% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $963 | – | 18 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $841 | – | 18 | +100.0% | 0.00% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $1,254 | – | 11 | +100.0% | 0.00% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $1,245 | – | 15 | +100.0% | 0.00% | – |
| BMO | New | BANK MONTREAL QUE | $1,087 | – | 12 | +100.0% | 0.00% | – |
| MGA | New | MAGNA INTL INC | $1,629 | – | 29 | +100.0% | 0.00% | – |
| UBS | New | UBS GROUP AG | $877 | – | 47 | +100.0% | 0.00% | – |
| OLED | New | UNIVERSAL DISPLAY CORP | $1,080 | – | 10 | +100.0% | 0.00% | – |
| COIN | New | COINBASE GLOBAL INC | $1,770 | – | 50 | +100.0% | 0.00% | – |
| FRBK | New | REPUBLIC FIRST BANCORP INC | $1,075 | – | 500 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $1,888 | – | 16 | +100.0% | 0.00% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $2,212 | – | 14 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $1,020 | – | 12 | +100.0% | 0.00% | – |
| INCY | New | INCYTE CORP | $1,446 | – | 18 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $1,743 | – | 53 | +100.0% | 0.00% | – |
| IR | New | INGERSOLL RAND INC | $1,097 | – | 21 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $924 | – | 400 | +100.0% | 0.00% | – |
| LAC | New | LITHIUM AMERS CORP NEW | $1,554 | – | 82 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,017 | – | 3 | +100.0% | 0.00% | – |
| MAS | New | MASCO CORP | $373 | – | 8 | +100.0% | 0.00% | – |
| FRC | New | FIRST REP BK SAN FRANCISCO C | $488 | – | 4 | +100.0% | 0.00% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $189 | – | 2 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $523 | – | 47 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $231 | – | 3 | +100.0% | 0.00% | – |
| MMLP | New | MARTIN MIDSTREAM PRTNRS L Punit l p int | $450 | – | 150 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $170 | – | 3 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $229 | – | 2 | +100.0% | 0.00% | – |
| New | WARNER BROS DISCOVERY INC | $294 | – | 31 | +100.0% | 0.00% | – | |
| OGN | New | ORGANON & CO | $726 | – | 26 | +100.0% | 0.00% | – |
| JD | New | JD.COM INCspon adr cl a | $617 | – | 11 | +100.0% | 0.00% | – |
| DKS | New | DICKS SPORTING GOODS INC | $120 | – | 1 | +100.0% | 0.00% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $286 | – | 5 | +100.0% | 0.00% | – |
| WMB | New | WILLIAMS COS INC | $526 | – | 16 | +100.0% | 0.00% | – |
| WYNN | New | WYNN RESORTS LTD | $0 | – | 0 | +100.0% | 0.00% | – |
| MRVI | New | MARAVAI LIFESCIENCES HLDGS I | $100 | – | 7 | +100.0% | 0.00% | – |
| BCS | New | BARCLAYS PLCadr | $359 | – | 46 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $51 | – | 1 | +100.0% | 0.00% | – |
| MCRB | New | SERES THERAPEUTICS INC | $560 | – | 100 | +100.0% | 0.00% | – |
| T | New | AT&T INC | $74 | – | 4 | +100.0% | 0.00% | – |
| MO | New | ALTRIA GROUP INC | $457 | – | 10 | +100.0% | 0.00% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $201 | – | 1 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $150 | – | 3 | +100.0% | 0.00% | – |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $141 | – | 2 | +100.0% | 0.00% | – |
| POR | New | PORTLAND GEN ELEC CO | $539 | – | 11 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $62 | – | 1 | +100.0% | 0.00% | – |
| PLD | New | PROLOGIS INC. | $676 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 4 | Q3 2023 | 10.6% |
| Vanguard Value ETF | 4 | Q3 2023 | 9.3% |
| ISHARES TR | 4 | Q3 2023 | 7.1% |
| VANGUARD TAX-MANAGED FDS | 4 | Q3 2023 | 6.3% |
| Vanguard Short Term Cor BD ETF IV | 4 | Q3 2023 | 5.9% |
| Vanguard Small Cap Value ETF | 4 | Q3 2023 | 4.9% |
| Vanguard Mid Cap ETF IV | 4 | Q3 2023 | 4.1% |
| Invesco S&P 500 Low Volatility ETF | 4 | Q3 2023 | 5.4% |
| APPLE INC | 4 | Q3 2023 | 2.6% |
| ISHARES TR | 4 | Q3 2023 | 2.8% |
View Grey Fox Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-14 |
View Grey Fox Wealth Advisors, LLC's complete filings 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.