$646 Million is the total value of Financial Synergies Wealth Advisors, Inc.'s 461 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 31.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $93,836,650 | -9.6% | 244,233 | +1.0% | 14.53% | -3.1% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $63,838,421 | +1.3% | 454,787 | -0.5% | 9.88% | +8.6% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $59,162,256 | -21.2% | 277,614 | +0.6% | 9.16% | -15.6% |
| Sell | DIMENSIONAL ETF TRUST | $46,244,038 | -5.9% | 1,113,777 | -8.5% | 7.16% | +0.9% | |
| EFV | Buy | ISHARES TReafe value etf | $37,881,530 | -4.3% | 825,665 | +2.1% | 5.86% | +2.6% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $32,854,534 | -49.3% | 161,202 | -48.2% | 5.09% | -45.7% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $32,752,068 | -4.3% | 780,369 | -0.3% | 5.07% | +2.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $32,733,178 | -5.1% | 390,797 | -2.2% | 5.07% | +1.8% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $24,938,639 | +27.1% | 135,876 | +31.0% | 3.86% | +36.3% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $23,306,957 | +620.4% | 175,425 | +677.1% | 3.61% | +672.6% |
| IEMG | Sell | ISHARES INCcore msci emkt | $21,560,811 | -11.5% | 461,688 | -9.8% | 3.34% | -5.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $18,906,061 | +56.8% | 119,056 | +57.5% | 2.93% | +68.1% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $17,908,295 | -26.6% | 322,324 | -3.9% | 2.77% | -21.3% |
| VONV | Buy | VANGUARD SCOTTSDALE FDSvng rus1000val | $17,398,422 | +8.0% | 261,316 | +8.1% | 2.69% | +15.8% |
| Buy | DIMENSIONAL ETF TRUSTus mktwide value | $11,930,812 | +12.6% | 356,356 | +14.4% | 1.85% | +20.7% | |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $11,613,652 | -2.7% | 156,476 | -5.1% | 1.80% | +4.3% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $10,620,484 | -5.5% | 228,693 | -5.6% | 1.64% | +1.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $10,002,629 | -4.4% | 270,561 | -4.5% | 1.55% | +2.6% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $6,121,119 | -3.4% | 210,565 | +5.2% | 0.95% | +3.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $4,953,446 | -8.1% | 109,711 | +3.0% | 0.77% | -1.5% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $4,589,367 | -12.7% | 69,949 | -10.0% | 0.71% | -6.5% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,473,240 | -1.3% | 72,570 | +3.0% | 0.69% | +6.0% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $4,226,775 | -13.6% | 82,265 | -15.8% | 0.65% | -7.4% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $4,038,334 | -6.6% | 27,837 | -0.8% | 0.62% | +0.2% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $3,575,933 | +1.1% | 25,787 | -0.9% | 0.55% | +8.4% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $3,493,378 | +10.5% | 92,174 | +10.6% | 0.54% | +18.4% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,486,590 | -8.8% | 89,446 | -8.3% | 0.54% | -2.2% |
| XOM | Sell | EXXON MOBIL CORP | $2,452,518 | -54.6% | 22,235 | -51.6% | 0.38% | -51.3% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,237,902 | +26.9% | 12,835 | +28.6% | 0.35% | +35.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $2,207,720 | +24.9% | 5,773 | +39.6% | 0.34% | +34.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,118,645 | +7.4% | 32,277 | +12.8% | 0.33% | +15.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,948,384 | +38.1% | 8,055 | +42.4% | 0.30% | +48.0% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $1,851,561 | +20.7% | 42,129 | +25.5% | 0.29% | +29.3% |
| Sell | DIMENSIONAL ETF TRUSTinternatnal val | $1,526,815 | -13.6% | 50,224 | -7.2% | 0.24% | -7.5% | |
| BOND | Buy | PIMCO ETF TRactive bd etf | $1,311,219 | +3.2% | 14,491 | +0.2% | 0.20% | +10.9% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,241,660 | +5.4% | 17,284 | +2.4% | 0.19% | +12.9% |
| VOO | Sell | VANGUARD INDEX FDS | $1,225,354 | -10.9% | 3,488 | -0.4% | 0.19% | -4.5% |
| IDEV | Buy | ISHARES TRcore msci intl | $1,205,766 | +1.9% | 21,539 | +6.1% | 0.19% | +9.4% |
| SFNC | Buy | SIMMONS 1ST NATL CORPcl a $1 par | $1,081,655 | +281.7% | 50,123 | +200.0% | 0.17% | +307.3% |
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $1,058,205 | +18.4% | 23,505 | +14.5% | 0.16% | +27.1% |
| AAPL | Buy | APPLE INC | $967,456 | -1.1% | 7,446 | +30.3% | 0.15% | +6.4% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $943,088 | +2432.7% | 39,843 | +2462.3% | 0.15% | +2820.0% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $923,539 | -7.4% | 17,282 | -3.1% | 0.14% | -0.7% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $804,015 | +30.3% | 14,235 | +30.3% | 0.12% | +39.3% |
| DFAC | Sell | DIMENSIONAL ETF TRUSTus core equity 2 | $752,102 | -8.2% | 30,976 | -0.9% | 0.12% | -1.7% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $752,062 | +20.3% | 18,565 | +23.0% | 0.12% | +28.9% |
| MCD | Sell | MCDONALDS CORP | $714,167 | -9.6% | 2,710 | -9.6% | 0.11% | -2.6% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $573,381 | +25.5% | 12,273 | +30.2% | 0.09% | +34.8% |
| DFAI | Sell | DIMENSIONAL ETF TRUSTintl core eqt mk | $517,145 | -5.2% | 20,653 | -1.1% | 0.08% | +1.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $501,190 | +0.2% | 2,621 | +11.3% | 0.08% | +8.3% |
| CVX | Sell | CHEVRON CORP NEW | $499,917 | -45.3% | 2,785 | -48.6% | 0.08% | -41.7% |
| DFAS | Sell | DIMENSIONAL ETF TRUSTus small cap etf | $465,218 | -3.9% | 9,095 | -1.4% | 0.07% | +2.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $465,645 | -4.9% | 14,457 | +0.2% | 0.07% | +1.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $461,572 | +85.7% | 5,596 | +70.4% | 0.07% | +97.2% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $379,330 | -11.8% | 1,228 | 0.0% | 0.06% | -4.8% | |
| MGC | Sell | VANGUARD WORLD FDmega cap index | $358,342 | -12.9% | 2,707 | -0.1% | 0.06% | -6.8% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $306,452 | -2.8% | 4,071 | -2.9% | 0.05% | +2.2% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $280,882 | -14.8% | 4,801 | -0.4% | 0.04% | -10.4% |
| AMZN | Buy | AMAZON COM INC | $280,690 | -33.9% | 3,342 | +0.0% | 0.04% | -29.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $269,756 | -24.9% | 1,013 | +1.1% | 0.04% | -19.2% |
| COP | Sell | CONOCOPHILLIPS | $259,954 | -44.2% | 2,203 | -43.3% | 0.04% | -40.3% |
| MSFT | Sell | MICROSOFT CORP | $254,425 | -68.7% | 1,061 | -58.8% | 0.04% | -66.7% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $234,449 | -10.3% | 5,232 | -0.2% | 0.04% | -5.3% |
| TSLA | Buy | TESLA INC | $235,579 | -49.3% | 1,912 | +3.0% | 0.04% | -46.3% |
| AGG | Sell | ISHARES TRcore us aggbd et | $219,937 | +1.3% | 2,268 | -1.7% | 0.03% | +9.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $191,058 | +2.1% | 1,258 | +4.7% | 0.03% | +11.1% |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $183,957 | +4.7% | 1,700 | 0.0% | 0.03% | +12.0% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $161,955 | -6.2% | 1,294 | -13.7% | 0.02% | 0.0% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $155,147 | +4.5% | 6,261 | +10.5% | 0.02% | +14.3% |
| FALN | Sell | ISHARES TRfaln angls usd | $145,594 | -4.8% | 5,916 | -4.1% | 0.02% | +4.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $151,395 | +142.3% | 3,192 | +144.2% | 0.02% | +155.6% |
| ALL | ALLSTATE CORP | $145,906 | +21.7% | 1,076 | 0.0% | 0.02% | +35.3% | |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $139,677 | -13.0% | 802 | -2.2% | 0.02% | -4.3% |
| PEP | Sell | PEPSICO INC | $143,083 | -12.6% | 792 | -18.0% | 0.02% | -8.3% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $143,549 | +7.8% | 7,442 | -0.8% | 0.02% | +15.8% |
| MCK | MCKESSON CORP | $135,044 | -13.7% | 360 | 0.0% | 0.02% | -8.7% | |
| IAU | Sell | ISHARES GOLD TRishares new | $109,132 | -2.0% | 3,155 | -0.9% | 0.02% | +6.2% |
| HD | Sell | HOME DEPOT INC | $91,916 | -31.6% | 291 | -34.6% | 0.01% | -26.3% |
| IGSB | Buy | ISHARES TR | $89,934 | +134.8% | 1,805 | +134.7% | 0.01% | +133.3% |
| QCOM | Buy | QUALCOMM INC | $91,355 | +34.6% | 831 | +36.0% | 0.01% | +40.0% |
| CSCO | Sell | CISCO SYS INC | $87,294 | -40.6% | 1,832 | -33.0% | 0.01% | -33.3% |
| MRNA | Buy | MODERNA INC | $89,810 | +206.2% | 500 | +76.1% | 0.01% | +250.0% |
| USRT | ISHARES TRcre u s reit etf | $85,248 | +4.8% | 1,724 | 0.0% | 0.01% | +8.3% | |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $72,902 | -58.3% | 965 | -60.9% | 0.01% | -56.0% |
| SAVE | Buy | SPIRIT AIRLS INC | $68,180 | +37.7% | 3,500 | +16.7% | 0.01% | +57.1% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $69,887 | -1.6% | 2,236 | +1.2% | 0.01% | +10.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $71,940 | +1.2% | 1,090 | -1.2% | 0.01% | +10.0% |
| MRK | Sell | MERCK & CO INC | $66,349 | -34.9% | 598 | -39.6% | 0.01% | -33.3% |
| VGT | VANGUARD WORLD FDSinf tech etf | $65,480 | -23.0% | 205 | 0.0% | 0.01% | -16.7% | |
| UNH | UNITEDHEALTH GROUP INC | $62,032 | +5.2% | 117 | 0.0% | 0.01% | +11.1% | |
| PFE | Sell | PFIZER INC | $65,485 | -29.7% | 1,278 | -54.5% | 0.01% | -23.1% |
| KO | Sell | COCA COLA CO | $54,960 | -28.9% | 864 | -37.4% | 0.01% | -18.2% |
| PG | Sell | PROCTER AND GAMBLE CO | $59,260 | -53.5% | 391 | -55.2% | 0.01% | -50.0% |
| EOG | Sell | EOG RES INC | $51,113 | +0.3% | 395 | -1.7% | 0.01% | +14.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $50,965 | -3.2% | 505 | -31.0% | 0.01% | 0.0% |
| AVGO | Sell | BROADCOM INC | $45,290 | -52.3% | 81 | -28.9% | 0.01% | -50.0% |
| NVDA | Sell | NVIDIA CORPORATION | $42,820 | -66.6% | 293 | -0.7% | 0.01% | -63.2% |
| WY | WEYERHAEUSER CO MTN BE | $46,655 | +1.1% | 1,505 | 0.0% | 0.01% | 0.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $46,630 | -58.9% | 348 | -55.6% | 0.01% | -56.2% |
| TXN | Buy | TEXAS INSTRS INC | $42,462 | +7.7% | 257 | +3.6% | 0.01% | +16.7% |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $38,139 | +10.4% | 461 | +7.2% | 0.01% | +20.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $35,869 | -0.5% | 379 | -0.8% | 0.01% | +20.0% |
| HPQ | Sell | HP INC | $41,112 | -0.3% | 1,530 | -4.6% | 0.01% | 0.0% |
| PSX | Buy | PHILLIPS 66 | $39,343 | +495.2% | 378 | +587.3% | 0.01% | +500.0% |
| SBUX | Buy | STARBUCKS CORP | $38,664 | +11.2% | 390 | +2.4% | 0.01% | +20.0% |
| HON | Sell | HONEYWELL INTL INC | $35,135 | -51.7% | 164 | -58.4% | 0.01% | -54.5% |
| XLE | SELECT SECTOR SPDR TRenergy | $34,988 | -3.2% | 400 | 0.0% | 0.01% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $33,133 | -1.1% | 100 | 0.0% | 0.01% | 0.0% | |
| NKE | Sell | NIKE INCcl b | $34,212 | +21.8% | 292 | -0.7% | 0.01% | +25.0% |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $35,335 | -0.4% | 769 | -3.1% | 0.01% | 0.0% |
| NEE | Sell | NEXTERA ENERGY INC | $29,678 | +39.3% | 355 | -4.6% | 0.01% | +66.7% |
| Buy | SHELL PLCspon ads | $35,505 | +432.6% | 623 | +499.0% | 0.01% | +400.0% | |
| MU | New | MICRON TECHNOLOGY INC | $34,986 | – | 700 | +100.0% | 0.01% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $33,142 | – | 200 | +100.0% | 0.01% | – |
| LMT | Sell | LOCKHEED MARTIN CORP | $34,055 | -7.5% | 70 | -22.2% | 0.01% | 0.0% |
| LNG | CHENIERE ENERGY INC | $30,592 | -9.6% | 204 | 0.0% | 0.01% | 0.0% | |
| BLK | Sell | BLACKROCK INC | $26,220 | -56.8% | 37 | -60.6% | 0.00% | -55.6% |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $28,455 | – | 700 | +100.0% | 0.00% | – |
| BA | Sell | BOEING CO | $24,002 | -6.6% | 126 | -6.0% | 0.00% | 0.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $25,908 | -16.0% | 400 | +33.3% | 0.00% | 0.0% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $25,056 | -9.5% | 1,570 | -1.4% | 0.00% | 0.0% |
| AZN | ASTRAZENECA PLCsponsored adr | $23,527 | +0.1% | 347 | 0.0% | 0.00% | +33.3% | |
| ABT | Sell | ABBOTT LABS | $23,825 | -34.2% | 217 | -42.0% | 0.00% | -20.0% |
| IP | INTERNATIONAL PAPER CO | $27,150 | -2.4% | 784 | 0.0% | 0.00% | 0.0% | |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $23,118 | -20.2% | 149 | -83.6% | 0.00% | 0.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $24,053 | +51.0% | 289 | -0.3% | 0.00% | +100.0% |
| TOL | Sell | TOLL BROTHERS INC | $27,496 | -33.1% | 551 | -0.9% | 0.00% | -33.3% |
| KMI | Sell | KINDER MORGAN INC DEL | $23,667 | -41.6% | 1,309 | -46.5% | 0.00% | -33.3% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $28,345 | -9.2% | 82 | +3.8% | 0.00% | -20.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $23,595 | -39.2% | 354 | -36.7% | 0.00% | -33.3% |
| ETN | EATON CORP PLC | $19,619 | -26.4% | 125 | 0.0% | 0.00% | -25.0% | |
| NVS | NOVARTIS AGsponsored adr | $18,870 | -10.9% | 208 | 0.0% | 0.00% | 0.0% | |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $16,236 | -3.8% | 63 | +1.6% | 0.00% | +50.0% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $17,853 | -8.2% | 219 | +6.8% | 0.00% | 0.0% |
| VIAC | PARAMOUNT GLOBAL | $21,472 | +30.9% | 1,272 | 0.0% | 0.00% | +50.0% | |
| YUM | YUM BRANDS INC | $17,419 | +2.5% | 136 | 0.0% | 0.00% | +50.0% | |
| TGT | Sell | TARGET CORP | $20,608 | +25.7% | 138 | -6.8% | 0.00% | +50.0% |
| ABBV | Sell | ABBVIE INC | $22,464 | -60.7% | 139 | -63.7% | 0.00% | -62.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $20,065 | -3.0% | 84 | -2.3% | 0.00% | 0.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $22,082 | -67.4% | 125 | -71.2% | 0.00% | -70.0% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $22,453 | +1.7% | 657 | -1.4% | 0.00% | 0.0% |
| PH | Sell | PARKER-HANNIFIN CORP | $18,915 | -55.5% | 65 | -40.4% | 0.00% | -50.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $21,558 | -70.6% | 213 | -73.1% | 0.00% | -72.7% |
| GLD | Buy | SPDR GOLD TR | $21,375 | +5.6% | 126 | +6.8% | 0.00% | 0.0% |
| SLV | Buy | ISHARES SILVER TRishares | $21,514 | +9.4% | 977 | +1.0% | 0.00% | 0.0% |
| DEO | Buy | DIAGEO PLCspon adr new | $16,750 | +23.4% | 94 | +3.3% | 0.00% | +50.0% |
| GENERAL ELECTRIC CO | $16,340 | -24.2% | 195 | 0.0% | 0.00% | 0.0% | ||
| PLD | Sell | PROLOGIS INC. | $18,488 | -52.9% | 164 | -53.1% | 0.00% | -50.0% |
| GIS | GENERAL MLS INC | $21,969 | +31.0% | 262 | 0.0% | 0.00% | +50.0% | |
| ABUS | ARBUTUS BIOPHARMA CORP | $17,126 | +14.8% | 7,350 | 0.0% | 0.00% | +50.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $17,080 | +0.3% | 1,000 | 0.0% | 0.00% | +50.0% | |
| FB | META PLATFORMS INCcl a | $10,831 | -59.9% | 90 | 0.0% | 0.00% | -50.0% | |
| TSCO | TRACTOR SUPPLY CO | $14,524 | +9.3% | 65 | 0.0% | 0.00% | 0.0% | |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $14,807 | -23.1% | 180 | -15.9% | 0.00% | -33.3% |
| UNP | UNION PAC CORP | $14,081 | +1.7% | 68 | 0.0% | 0.00% | 0.0% | |
| DMXF | Sell | ISHARES TResg eafe etf | $11,199 | -22.2% | 206 | -18.3% | 0.00% | 0.0% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $12,061 | -74.0% | 56 | -67.8% | 0.00% | -71.4% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $11,171 | -22.1% | 227 | -20.1% | 0.00% | 0.0% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $15,226 | -24.5% | 231 | -13.8% | 0.00% | -33.3% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $13,522 | -70.5% | 89 | -70.5% | 0.00% | -71.4% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $12,157 | +425.1% | 164 | +412.5% | 0.00% | – |
| SOXX | ISHARES TRishares semicdtr | $13,224 | -26.5% | 38 | 0.0% | 0.00% | -33.3% | |
| IWR | Sell | ISHARES TRrus mid cap etf | $11,581 | -57.1% | 172 | -55.9% | 0.00% | -50.0% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $12,056 | +19.6% | 171 | 0.0% | 0.00% | +100.0% | |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $15,565 | +185.8% | 376 | +168.6% | 0.00% | +100.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $14,315 | -24.5% | 115 | -0.9% | 0.00% | -33.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $10,062 | +333.5% | 221 | +317.0% | 0.00% | – |
| PXF | Buy | INVESCO EXCH TRADED FD TR IIftse rafi dev | $12,504 | +636.4% | 301 | +671.8% | 0.00% | – |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $14,953 | +8.7% | 234 | 0.0% | 0.00% | 0.0% | |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $11,632 | – | 58 | +100.0% | 0.00% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $10,583 | -61.5% | 75 | -61.7% | 0.00% | -50.0% |
| ITW | ILLINOIS TOOL WKS INC | $11,456 | -4.4% | 52 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $10,017 | +11.7% | 334 | 0.0% | 0.00% | +100.0% | |
| DOW | Sell | DOW INC | $10,734 | -72.3% | 213 | -71.6% | 0.00% | -66.7% |
| V | Sell | VISA INC | $14,959 | -88.6% | 72 | -87.4% | 0.00% | -89.5% |
| DUK | DUKE ENERGY CORP NEW | $14,625 | +16.7% | 142 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC | $14,619 | -8.0% | 213 | 0.0% | 0.00% | 0.0% | |
| IDXX | Buy | IDEXX LABS INC | $9,792 | +1.8% | 24 | +9.1% | 0.00% | +100.0% |
| WMT | Sell | WALMART INC | $15,597 | -78.2% | 110 | -75.4% | 0.00% | -80.0% |
| FIVG | ETF SER SOLUTIONSdefiance next | $11,202 | -4.4% | 375 | 0.0% | 0.00% | 0.0% | |
| ORCL | ORACLE CORP | $13,569 | -22.8% | 166 | 0.0% | 0.00% | -33.3% | |
| CVS | CVS HEALTH CORP | $15,190 | +33.5% | 163 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $9,870 | +9.5% | 121 | 0.0% | 0.00% | +100.0% | |
| ES | Buy | EVERSOURCE ENERGY | $16,014 | +48.1% | 191 | +2.7% | 0.00% | 0.0% |
| NEEPRP | New | NEXTERA ENERGY INCunit 03/01/2023 | $10,140 | – | 200 | +100.0% | 0.00% | – |
| CTVA | CORTEVA INC | $12,521 | +14.9% | 213 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $13,361 | +20.2% | 77 | 0.0% | 0.00% | 0.0% | |
| TTD | Sell | THE TRADE DESK INC | $13,943 | -44.8% | 311 | -3.7% | 0.00% | -50.0% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $9,312 | -14.3% | 125 | 0.0% | 0.00% | -50.0% | |
| MMM | Sell | 3M CO | $5,609 | +22.7% | 47 | -4.1% | 0.00% | 0.0% |
| SYLVAMO CORP | $3,450 | +10.6% | 71 | 0.0% | 0.00% | – | ||
| FVRR | FIVERR INTL LTD | $3,643 | +19.1% | 125 | 0.0% | 0.00% | – | |
| VIOO | Sell | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $9,575 | -0.6% | 55 | -50.0% | 0.00% | 0.0% |
| VCEB | Sell | VANGUARD WORLD FDesg us corp bd | $5,210 | -25.3% | 86 | -26.5% | 0.00% | 0.0% |
| WSO | WATSCO INC | $6,734 | -34.0% | 27 | 0.0% | 0.00% | 0.0% | |
| EPAM | EPAM SYS INC | $3,933 | +28.2% | 12 | 0.0% | 0.00% | – | |
| SQ | Buy | BLOCK INCcl a | $7,541 | +73.8% | 120 | +22.4% | 0.00% | 0.0% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $9,456 | -6.6% | 91 | -7.1% | 0.00% | 0.0% |
| WMB | WILLIAMS COS INC | $7,074 | -2.3% | 215 | 0.0% | 0.00% | 0.0% | |
| ASML | Sell | ASML HOLDING N V | $4,372 | -93.3% | 8 | -92.7% | 0.00% | -88.9% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $8,930 | -24.1% | 155 | 0.0% | 0.00% | -50.0% | |
| LDEM | Sell | ISHARES TResg msci em ldrs | $5,733 | -19.5% | 134 | -19.3% | 0.00% | 0.0% |
| YUMC | YUM CHINA HLDGS INC | $7,269 | -1.9% | 133 | 0.0% | 0.00% | 0.0% | |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $6,154 | +8.4% | 24 | 0.0% | 0.00% | 0.0% | |
| AXP | Buy | AMERICAN EXPRESS CO | $4,803 | +12.9% | 33 | +13.8% | 0.00% | 0.0% |
| AJG | Sell | GALLAGHER ARTHUR J & CO | $7,731 | -87.5% | 41 | -84.9% | 0.00% | -88.9% |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $9,398 | -9.1% | 460 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $3,591 | -3.1% | 53 | 0.0% | 0.00% | 0.0% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $7,059 | -89.6% | 80 | -84.6% | 0.00% | -90.0% |
| ESML | Sell | ISHARES TResg aware msci | $5,846 | -23.5% | 178 | -21.6% | 0.00% | 0.0% |
| MS | Sell | MORGAN STANLEY | $5,357 | -6.3% | 63 | -10.0% | 0.00% | 0.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $9,073 | -26.1% | 34 | -15.0% | 0.00% | -50.0% |
| SAM | BOSTON BEER INCcl a | $7,909 | -15.4% | 24 | 0.0% | 0.00% | 0.0% | |
| QRVO | QORVO INC | $3,989 | -5.0% | 44 | 0.0% | 0.00% | 0.0% | |
| EAGG | Sell | ISHARES TResg awr us agrgt | $5,037 | -27.1% | 108 | -29.4% | 0.00% | 0.0% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $6,002 | -37.1% | 57 | 0.0% | 0.00% | 0.0% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $4,966 | +7.8% | 240 | 0.0% | 0.00% | 0.0% | |
| AMC | New | AMC ENTMT HLDGS INC | $4,070 | – | 1,000 | +100.0% | 0.00% | – |
| Sell | DIMENSIONAL ETF TRUSTus small cap val | $6,285 | -73.8% | 254 | -73.2% | 0.00% | -66.7% | |
| PYPL | Buy | PAYPAL HLDGS INC | $9,615 | +52.3% | 135 | +25.0% | 0.00% | 0.0% |
| PAYC | PAYCOM SOFTWARE INC | $7,758 | +19.7% | 25 | 0.0% | 0.00% | 0.0% | |
| CMCSA | Sell | COMCAST CORP NEWcl a | $6,155 | -81.8% | 176 | -77.0% | 0.00% | -80.0% |
| SIVB | New | SVB FINANCIAL GROUP | $3,913 | – | 17 | +100.0% | 0.00% | – |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $5,715 | -6.0% | 47 | -2.1% | 0.00% | 0.0% |
| DIS | Buy | DISNEY WALT CO | $5,995 | +25.4% | 69 | +16.9% | 0.00% | 0.0% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $6,808 | -8.8% | 79 | -1.2% | 0.00% | 0.0% |
| UBER | UBER TECHNOLOGIES INC | $3,339 | -46.2% | 135 | 0.0% | 0.00% | 0.0% | |
| SHOP | SHOPIFY INCcl a | $4,513 | -36.4% | 130 | 0.0% | 0.00% | 0.0% | |
| GT | GOODYEAR TIRE & RUBR CO | $3,654 | -18.3% | 360 | 0.0% | 0.00% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $3,737 | -7.6% | 41 | 0.0% | 0.00% | 0.0% | |
| NFLX | Buy | NETFLIX INC | $3,539 | -6.3% | 12 | +20.0% | 0.00% | 0.0% |
| TTC | TORO CO | $5,074 | +34.9% | 45 | 0.0% | 0.00% | 0.0% | |
| SYY | Sell | SYSCO CORP | $459 | -30.6% | 6 | -40.0% | 0.00% | – |
| AFL | AFLAC INC | $504 | -6.3% | 7 | 0.0% | 0.00% | – | |
| ABCL | New | ABCELLERA BIOLOGICS INC | $902 | – | 89 | +100.0% | 0.00% | – |
| ADPT | New | ADAPTIVE BIOTECHNOLOGIES COR | $986 | – | 129 | +100.0% | 0.00% | – |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $2,020 | -20.8% | 6 | +20.0% | 0.00% | – |
| APD | AIR PRODS & CHEMS INC | $1,234 | +8.8% | 4 | 0.0% | 0.00% | – | |
| ALB | ALBEMARLE CORP | $217 | +26.9% | 1 | 0.0% | 0.00% | – | |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $177 | – | 2 | +100.0% | 0.00% | – |
| AEP | AMERICAN ELEC PWR CO INC | $475 | +26.0% | 5 | 0.0% | 0.00% | – | |
| APH | Buy | AMPHENOL CORP NEWcl a | $1,676 | +5.0% | 22 | +15.8% | 0.00% | – |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | $421 | -39.0% | 15 | 0.0% | 0.00% | – | |
| ADI | ANALOG DEVICES INC | $985 | -6.3% | 6 | 0.0% | 0.00% | – | |
| ANTM | Sell | ELEVANCE HEALTH INC | $1,539 | -11.7% | 3 | -25.0% | 0.00% | – |
| AMAT | Sell | APPLIED MATLS INC | $1,266 | -98.7% | 13 | -98.1% | 0.00% | -100.0% |
| ARCC | ARES CAPITAL CORP | $462 | -5.1% | 25 | 0.0% | 0.00% | – | |
| ARGX | ARGENX SEsponsored adr | $379 | -23.0% | 1 | 0.0% | 0.00% | – | |
| ANET | Sell | ARISTA NETWORKS INC | $1,335 | -93.2% | 11 | -89.7% | 0.00% | -100.0% |
| AN | New | AUTONATION INC | $215 | – | 2 | +100.0% | 0.00% | – |
| AVTR | AVANTOR INC | $1,350 | 0.0% | 64 | 0.0% | 0.00% | – | |
| AVT | AVNET INC | $333 | -13.7% | 8 | 0.0% | 0.00% | – | |
| BBVA | Buy | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $1,377 | -20.5% | 229 | +6.5% | 0.00% | – |
| BAC | Sell | BANK AMERICA CORP | $2,153 | -97.6% | 65 | -98.0% | 0.00% | -100.0% |
| BCS | BARCLAYS PLCadr | $999 | +0.1% | 128 | 0.0% | 0.00% | – | |
| BHE | Buy | BENCHMARK ELECTRS INC | $1,041 | +30.0% | 39 | +18.2% | 0.00% | – |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $414 | +16.9% | 4 | 0.0% | 0.00% | – | |
| BB | BLACKBERRY LTD | $10 | -33.3% | 3 | 0.0% | 0.00% | – | |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $1,666 | -4.4% | 36 | +9.1% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $367 | – | 4 | +100.0% | 0.00% | – |
| CI | Sell | CIGNA CORP NEW | $2,983 | -67.4% | 9 | -71.9% | 0.00% | -100.0% |
| CDNS | CADENCE DESIGN SYSTEM INC | $322 | -31.3% | 2 | 0.0% | 0.00% | – | |
| CPB | CAMPBELL SOUP CO | $738 | +37.9% | 13 | 0.0% | 0.00% | – | |
| CAJ | New | CANON INCsponsored adr | $521 | – | 24 | +100.0% | 0.00% | – |
| CSWC | CAPITAL SOUTHWEST CORP | $342 | -25.3% | 20 | 0.0% | 0.00% | – | |
| CAT | Sell | CATERPILLAR INC | $1,917 | -97.5% | 8 | -97.2% | 0.00% | -100.0% |
| CC | CHEMOURS CO | $3,062 | +9.2% | 100 | 0.0% | 0.00% | – | |
| CTAS | CINTAS CORP | $452 | -6.2% | 1 | 0.0% | 0.00% | – | |
| C | Sell | CITIGROUP INC | $1,448 | -85.2% | 32 | -86.6% | 0.00% | -100.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,340 | +25.6% | 17 | +13.3% | 0.00% | – |
| ED | CONSOLIDATED EDISON INC | $382 | +11.4% | 4 | 0.0% | 0.00% | – | |
| STZ | CONSTELLATION BRANDS INCcl a | $696 | -7.7% | 3 | 0.0% | 0.00% | – | |
| CONSTELLATION ENERGY CORP | $518 | -20.9% | 6 | 0.0% | 0.00% | – | ||
| COST | COSTCO WHSL CORP NEW | $2,283 | -19.2% | 5 | 0.0% | 0.00% | – | |
| CCI | Sell | CROWN CASTLE INC | $1,764 | -85.7% | 13 | -90.3% | 0.00% | -100.0% |
| CFR | New | CULLEN FROST BANKERS INC | $134 | – | 1 | +100.0% | 0.00% | – |
| DDOG | Sell | DATADOG INC | $1,103 | -39.5% | 15 | -25.0% | 0.00% | – |
| DE | Sell | DEERE & CO | $1,716 | -95.6% | 4 | -96.2% | 0.00% | -100.0% |
| New | DERMTECH INC | $885 | – | 500 | +100.0% | 0.00% | – | |
| DVN | DEVON ENERGY CORP NEW | $616 | +29.1% | 10 | 0.0% | 0.00% | – | |
| DXCM | DEXCOM INC | $1,359 | +21.3% | 12 | 0.0% | 0.00% | – | |
| FANG | DIAMONDBACK ENERGY INC | $548 | -11.6% | 4 | 0.0% | 0.00% | – | |
| DFAU | DIMENSIONAL ETF TRUSTus core eqt mkt | $2,017 | -10.7% | 75 | 0.0% | 0.00% | – | |
| DFAE | Sell | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $1,631 | -14.0% | 74 | -11.9% | 0.00% | – |
| DOCU | DOCUSIGN INC | $2,938 | +32.0% | 53 | 0.0% | 0.00% | – | |
| DG | New | DOLLAR GEN CORP NEW | $1,478 | – | 6 | +100.0% | 0.00% | – |
| ELAN | Buy | ELANCO ANIMAL HEALTH INC | $1,504 | +48.6% | 123 | +36.7% | 0.00% | – |
| PLUS | EPLUS INC | $266 | -30.4% | 6 | 0.0% | 0.00% | – | |
| EQIX | EQUINIX INC | $1,311 | -9.8% | 2 | 0.0% | 0.00% | – | |
| EQNR | Sell | EQUINOR ASAsponsored adr | $967 | -15.8% | 27 | -22.9% | 0.00% | – |
| EXAS | Buy | EXACT SCIENCES CORP | $1,337 | +22.4% | 27 | +68.8% | 0.00% | – |
| EXC | EXELON CORP | $779 | +14.4% | 18 | 0.0% | 0.00% | – | |
| EXEL | EXELIXIS INC | $161 | -26.5% | 10 | 0.0% | 0.00% | – | |
| EXR | New | EXTRA SPACE STORAGE INC | $295 | – | 2 | +100.0% | 0.00% | – |
| FMC | New | FMC CORP | $500 | – | 4 | +100.0% | 0.00% | – |
| FAST | FASTENAL CO | $284 | -13.4% | 6 | 0.0% | 0.00% | – | |
| F | Sell | FORD MTR CO DEL | $1,125 | -95.4% | 97 | -95.0% | 0.00% | -100.0% |
| FTNT | New | FORTINET INC | $245 | – | 5 | +100.0% | 0.00% | – |
| FOXA | New | FOX CORP | $183 | – | 6 | +100.0% | 0.00% | – |
| GDDY | GODADDY INCcl a | $1,347 | +0.4% | 18 | 0.0% | 0.00% | – | |
| GS | GOLDMAN SACHS GROUP INC | $1,374 | +6.1% | 4 | 0.0% | 0.00% | – | |
| GBOX | New | RYVYL INC | $464 | – | 1,010 | +100.0% | 0.00% | – |
| HSBC | Buy | HSBC HLDGS PLCspon adr new | $1,839 | -16.8% | 59 | +5.4% | 0.00% | – |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $276 | +68.3% | 5 | 0.0% | 0.00% | – | |
| HIG | HARTFORD FINL SVCS GROUP INC | $304 | +7.0% | 4 | 0.0% | 0.00% | – | |
| HLT | HILTON WORLDWIDE HLDGS INC | $380 | -15.7% | 3 | 0.0% | 0.00% | – | |
| HOLX | HOLOGIC INC | $225 | +7.7% | 3 | 0.0% | 0.00% | – | |
| HMC | HONDA MOTOR LTD | $983 | -32.1% | 43 | 0.0% | 0.00% | – | |
| HUM | Sell | HUMANA INC | $1,537 | -21.1% | 3 | -25.0% | 0.00% | – |
| IAC | Buy | IAC INC | $1,199 | +3.5% | 27 | +17.4% | 0.00% | – |
| INCY | INCYTE CORP | $402 | +39.1% | 5 | 0.0% | 0.00% | – | |
| INVA | INNOVIVA INC | $424 | +1.9% | 32 | 0.0% | 0.00% | – | |
| INTC | Buy | INTEL CORP | $1,956 | +10.0% | 74 | +48.0% | 0.00% | – |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,539 | -6.8% | 15 | 0.0% | 0.00% | – | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $318 | +1.6% | 6 | 0.0% | 0.00% | – | |
| INTU | INTUIT | $1,168 | -23.8% | 3 | 0.0% | 0.00% | – | |
| ISRG | INTUITIVE SURGICAL INC | $1,593 | -9.2% | 6 | 0.0% | 0.00% | – | |
| IQV | Buy | IQVIA HLDGS INC | $1,640 | +19.0% | 8 | +14.3% | 0.00% | – |
| IWS | ISHARES TRrus mdcp val etf | $759 | +0.1% | 7 | 0.0% | 0.00% | – | |
| JBL | JABIL INC | $341 | -46.3% | 5 | 0.0% | 0.00% | – | |
| New | JACOBS SOLUTIONS INC | $241 | – | 2 | +100.0% | 0.00% | – | |
| KLAC | KLA CORP | $755 | -17.8% | 2 | 0.0% | 0.00% | – | |
| K | KELLOGG CO | $428 | +19.6% | 6 | 0.0% | 0.00% | – | |
| KDP | New | KEURIG DR PEPPER INC | $785 | – | 22 | +100.0% | 0.00% | – |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,198 | +29.2% | 7 | 0.0% | 0.00% | – | |
| KHC | New | KRAFT HEINZ CO | $896 | – | 22 | +100.0% | 0.00% | – |
| LKQ | Buy | LKQ CORP | $1,015 | +57.6% | 19 | +46.2% | 0.00% | – |
| LTC | New | LTC PPTYS INC | $498 | – | 14 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $625 | – | 3 | +100.0% | 0.00% | – |
| LRCX | Buy | LAM RESEARCH CORP | $1,682 | +34.1% | 4 | +100.0% | 0.00% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $1,737 | – | 7 | +100.0% | 0.00% | – |
| LMND | LEMONADE INC | $247 | +17.6% | 18 | 0.0% | 0.00% | – | |
| LFUS | LITTELFUSE INC | $221 | -10.9% | 1 | 0.0% | 0.00% | – | |
| LYG | Buy | LLOYDS BANKING GROUP PLCsponsored adr | $1,173 | +22.3% | 533 | +18.4% | 0.00% | – |
| LOW | Sell | LOWES COS INC | $1,395 | -98.7% | 7 | -98.6% | 0.00% | -100.0% |
| MP | New | MP MATERIALS CORP | $122 | – | 5 | +100.0% | 0.00% | – |
| MARA | New | MARATHON DIGITAL HOLDINGS IN | $4 | – | 1 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $542 | – | 20 | +100.0% | 0.00% | – |
| MMC | MARSH & MCLENNAN COS INC | $828 | -13.0% | 5 | 0.0% | 0.00% | – | |
| MTCH | Buy | MATCH GROUP INC NEW | $1,494 | +73.3% | 36 | +63.6% | 0.00% | – |
| MTRN | MATERION CORP | $351 | -14.0% | 4 | 0.0% | 0.00% | – | |
| MAT | Sell | MATTEL INC | $304 | -39.7% | 17 | -26.1% | 0.00% | – |
| MET | Sell | METLIFE INC | $1,014 | -97.2% | 14 | -97.6% | 0.00% | -100.0% |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $1,446 | – | 1 | +100.0% | 0.00% | – |
| MICROVAST HOLDINGS INC | $661 | -19.1% | 432 | 0.0% | 0.00% | – | ||
| MAA | New | MID-AMER APT CMNTYS INC | $314 | – | 2 | +100.0% | 0.00% | – |
| MOH | New | MOLINA HEALTHCARE INC | $331 | – | 1 | +100.0% | 0.00% | – |
| TAP | MOLSON COORS BEVERAGE COcl b | $361 | -19.1% | 7 | 0.0% | 0.00% | – | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $813 | -4.1% | 8 | -50.0% | 0.00% | – |
| MUR | New | MURPHY OIL CORP | $431 | – | 10 | +100.0% | 0.00% | – |
| NIO | NIO INCspon ads | $264 | +7.8% | 27 | 0.0% | 0.00% | – | |
| NRG | NRG ENERGY INC | $987 | -17.4% | 31 | 0.0% | 0.00% | – | |
| NHI | New | NATIONAL HEALTH INVS INC | $314 | – | 6 | +100.0% | 0.00% | – |
| NEOG | NEOGEN CORP | $2,468 | -17.8% | 162 | 0.0% | 0.00% | – | |
| NTAP | Buy | NETAPP INC | $901 | -8.7% | 15 | +15.4% | 0.00% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $1,434 | – | 12 | +100.0% | 0.00% | – |
| NEW FOUND GOLD CORP | $81 | -3.6% | 20 | 0.0% | 0.00% | – | ||
| NOK | Buy | NOKIA CORPsponsored adr | $381 | +72.4% | 82 | +39.0% | 0.00% | – |
| NSC | New | NORFOLK SOUTHN CORP | $1,233 | – | 5 | +100.0% | 0.00% | – |
| NOC | NORTHROP GRUMMAN CORP | $1,092 | +24.0% | 2 | 0.0% | 0.00% | – | |
| NUE | NUCOR CORP | $660 | -15.6% | 5 | 0.0% | 0.00% | – | |
| ORLY | OREILLY AUTOMOTIVE INC | $845 | -7.0% | 1 | 0.0% | 0.00% | – | |
| OXY | OCCIDENTAL PETE CORP | $819 | -3.0% | 13 | 0.0% | 0.00% | – | |
| ODFL | OLD DOMINION FREIGHT LINE IN | $284 | -30.7% | 1 | 0.0% | 0.00% | – | |
| OHI | New | OMEGA HEALTHCARE INVS INC | $336 | – | 12 | +100.0% | 0.00% | – |
| OKE | ONEOK INC NEW | $395 | +3.7% | 6 | 0.0% | 0.00% | – | |
| OPEN | Sell | OPENDOOR TECHNOLOGIES INC | $24 | -63.6% | 20 | -20.0% | 0.00% | – |
| OGN | Sell | ORGANON & CO | $1,481 | +37.5% | 53 | -14.5% | 0.00% | – |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,264 | -92.1% | 8 | -93.8% | 0.00% | -100.0% |
| PCAR | Sell | PACCAR INC | $990 | -22.4% | 10 | -33.3% | 0.00% | – |
| PANW | PALO ALTO NETWORKS INC | $419 | -40.5% | 3 | 0.0% | 0.00% | – | |
| PAYX | PAYCHEX INC | $347 | +0.3% | 3 | 0.0% | 0.00% | – | |
| PXD | PIONEER NAT RES CO | $914 | -0.5% | 4 | 0.0% | 0.00% | – | |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $939 | +9.4% | 15 | 0.0% | 0.00% | – | |
| PGR | PROGRESSIVE CORP | $1,427 | -6.9% | 11 | 0.0% | 0.00% | – | |
| PRU | Sell | PRUDENTIAL FINL INC | $796 | -98.0% | 8 | -98.0% | 0.00% | -100.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $368 | -98.0% | 6 | -98.2% | 0.00% | -100.0% |
| PSA | PUBLIC STORAGE | $841 | +6.3% | 3 | 0.0% | 0.00% | – | |
| QS | QUANTUMSCAPE CORP | $862 | -15.2% | 152 | 0.0% | 0.00% | – | |
| DGX | New | QUEST DIAGNOSTICS INC | $313 | – | 2 | +100.0% | 0.00% | – |
| O | New | REALTY INCOME CORP | $1,650 | – | 26 | +100.0% | 0.00% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $405 | – | 2 | +100.0% | 0.00% | – |
| RSG | REPUBLIC SVCS INC | $516 | -9.6% | 4 | 0.0% | 0.00% | – | |
| RMD | New | RESMED INC | $1,249 | – | 6 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $29 | – | 1 | +100.0% | 0.00% | – |
| SPGI | Buy | S&P GLOBAL INC | $2,010 | +10.0% | 6 | +20.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $281 | – | 1 | +100.0% | 0.00% | – |
| SPYG | SPDR SER TRprtflo s&p500 gw | $811 | -14.5% | 16 | 0.0% | 0.00% | – | |
| SAP | Buy | SAP SEspon adr | $1,445 | -6.9% | 14 | +16.7% | 0.00% | – |
| SRPT | SAREPTA THERAPEUTICS INC | $389 | +6.9% | 3 | 0.0% | 0.00% | – | |
| SCSC | SCANSOURCE INC | $234 | -3.7% | 8 | 0.0% | 0.00% | – | |
| SLB | Sell | SCHLUMBERGER LTD | $749 | -99.6% | 14 | -99.5% | 0.00% | -100.0% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,782 | +178100.0% | 39 | +100.0% | 0.00% | – |
| SRE | Sell | SEMPRA | $619 | +13.6% | 4 | -50.0% | 0.00% | – |
| SBSW | SIBANYE STILLWATER LTDsponsored adr | $107 | +72.6% | 10 | 0.0% | 0.00% | – | |
| SIGA | New | SIGA TECHNOLOGIES INC | $280 | – | 38 | +100.0% | 0.00% | – |
| SNOW | Sell | SNOWFLAKE INCcl a | $1,005 | -40.2% | 7 | -36.4% | 0.00% | – |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $284 | +118.5% | 1 | 0.0% | 0.00% | – | |
| SONO | SONOS INC | $85 | +30.8% | 5 | 0.0% | 0.00% | – | |
| SO | Sell | SOUTHERN CO | $1,000 | -97.0% | 14 | -97.3% | 0.00% | -100.0% |
| STAA | STAAR SURGICAL CO | $2,816 | +20.8% | 58 | 0.0% | 0.00% | – | |
| SYK | Buy | STRYKER CORPORATION | $1,956 | +43.1% | 8 | +60.0% | 0.00% | – |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $1,468 | -18.6% | 183 | 0.0% | 0.00% | – | |
| SNPS | Buy | SYNOPSYS INC | $1,278 | -7.2% | 4 | +33.3% | 0.00% | – |
| SYNH | New | SYNEOS HEALTH INCcl a | $991 | – | 27 | +100.0% | 0.00% | – |
| ABB | New | ABB LTDsponsored adr | $1,219 | – | 40 | +100.0% | 0.00% | – |
| TJX | TJX COS INC NEW | $1,433 | -10.4% | 18 | 0.0% | 0.00% | – | |
| TMUS | Sell | T-MOBILE US INC | $1,400 | -33.4% | 10 | -33.3% | 0.00% | – |
| TTMI | New | TTM TECHNOLOGIES INC | $468 | – | 31 | +100.0% | 0.00% | – |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $729 | -25.8% | 7 | 0.0% | 0.00% | – | |
| TRGP | TARGA RES CORP | $294 | -14.3% | 4 | 0.0% | 0.00% | – | |
| TS | TENARIS S Asponsored ads | $528 | +11.4% | 15 | 0.0% | 0.00% | – | |
| TRV | TRAVELERS COMPANIES INC | $563 | +14.9% | 3 | 0.0% | 0.00% | – | |
| TRMB | New | TRIMBLE INC | $1,315 | – | 26 | +100.0% | 0.00% | – |
| TSN | New | TYSON FOODS INCcl a | $249 | – | 4 | +100.0% | 0.00% | – |
| ULTA | ULTA BEAUTY INC | $470 | +17.5% | 1 | 0.0% | 0.00% | – | |
| UL | New | UNILEVER PLCspon adr new | $1,712 | – | 34 | +100.0% | 0.00% | – |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $2,087 | -94.4% | 12 | -95.0% | 0.00% | -100.0% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $279 | +23.5% | 1 | 0.0% | 0.00% | – | |
| U | New | UNITY SOFTWARE INC | $29 | – | 1 | +100.0% | 0.00% | – |
| UPST | Sell | UPSTART HLDGS INC | $27 | -68.6% | 2 | -33.3% | 0.00% | – |
| VLO | VALERO ENERGY CORP | $1,142 | -10.5% | 9 | 0.0% | 0.00% | – | |
| VONG | Sell | VANGUARD SCOTTSDALE FDSvng rus1000grw | $3,052 | -19.7% | 55 | -1.8% | 0.00% | -100.0% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $2,298 | +1.0% | 46 | -2.1% | 0.00% | – |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,677 | +1.6% | 12 | -7.7% | 0.00% | – |
| VRSN | VERISIGN INC | $1,028 | +1.5% | 5 | 0.0% | 0.00% | – | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,734 | -94.5% | 44 | -95.5% | 0.00% | -100.0% |
| VRTV | VERITIV CORP | $1,704 | -27.9% | 14 | 0.0% | 0.00% | – | |
| VRSK | VERISK ANALYTICS INC | $353 | -25.4% | 2 | 0.0% | 0.00% | – | |
| VTRS | VIATRIS INC | $1,381 | +12.9% | 124 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $157 | +93.8% | 45 | 0.0% | 0.00% | – | |
| VMW | New | VMWARE INC | $369 | – | 3 | +100.0% | 0.00% | – |
| WEC | WEC ENERGY GROUP INC | $376 | +16.4% | 4 | 0.0% | 0.00% | – | |
| WAB | WABTEC | $799 | -6.1% | 8 | 0.0% | 0.00% | – | |
| WARNER BROS DISCOVERY INC | $1,754 | -12.7% | 185 | 0.0% | 0.00% | – | ||
| WM | WASTE MGMT INC DEL | $1,099 | +2.9% | 7 | 0.0% | 0.00% | – | |
| WAT | WATERS CORP | $1,028 | +24.9% | 3 | 0.0% | 0.00% | – | |
| WST | WEST PHARMACEUTICAL SVSC INC | $942 | -37.2% | 4 | 0.0% | 0.00% | – | |
| WRK | Sell | WESTROCK CO | $106 | -63.7% | 3 | -62.5% | 0.00% | – |
| XEL | New | XCEL ENERGY INC | $1,052 | – | 15 | +100.0% | 0.00% | – |
| XRX | New | XEROX HOLDINGS CORP | $935 | – | 64 | +100.0% | 0.00% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,148 | +13.7% | 9 | 0.0% | 0.00% | – | |
| ZION | Sell | ZIONS BANCORPORATION N A | $1 | -100.0% | 0 | -100.0% | 0.00% | – |
| ZTS | Buy | ZOETIS INCcl a | $1,759 | -8.1% | 12 | +9.1% | 0.00% | – |
| ZUO | New | ZUORA INC | $159 | – | 25 | +100.0% | 0.00% | – |
| ALKS | ALKERMES PLC | $236 | -6.7% | 9 | 0.0% | 0.00% | – | |
| AON | Sell | AON PLC | $301 | -69.1% | 1 | -66.7% | 0.00% | – |
| BG | BUNGE LIMITED | $400 | -7.6% | 4 | 0.0% | 0.00% | – | |
| HZNP | HORIZON THERAPEUTICS PUB L | $1,480 | -1.6% | 13 | 0.0% | 0.00% | – | |
| JAZZ | Buy | JAZZ PHARMACEUTICALS PLC | $1,594 | +105.1% | 10 | +66.7% | 0.00% | – |
| LIN | New | LINDE PLC | $1,631 | – | 5 | +100.0% | 0.00% | – |
| MDT | Sell | MEDTRONIC PLC | $1,866 | -91.6% | 24 | -91.5% | 0.00% | -100.0% |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $2,448 | -25.7% | 200 | 0.0% | 0.00% | – | |
| RPRX | Sell | ROYALTY PHARMA PLC | $1,423 | +2.7% | 36 | -29.4% | 0.00% | – |
| CB | Sell | CHUBB LIMITED | $883 | -29.4% | 4 | -33.3% | 0.00% | – |
| UBS | Sell | UBS GROUP AG | $859 | -38.9% | 46 | -19.3% | 0.00% | – |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $379 | -5.2% | 3 | 0.0% | 0.00% | – | |
| ICL | New | ICL GROUP LTD | $505 | – | 69 | +100.0% | 0.00% | – |
| STLA | Buy | STELLANTIS N.V | $1,122 | -2.3% | 79 | +31.7% | 0.00% | – |
| CENNTRO ELECTRIC GROUP LIMIT | $2 | +100.0% | 4 | 0.0% | 0.00% | – | ||
| FLEX | FLEX LTDord | $129 | -20.4% | 6 | 0.0% | 0.00% | – | |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -55 | -100.0% | 0.00% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -24 | -100.0% | 0.00% | – |
| CRM | Exit | SALESFORCE INC | $0 | – | -9 | -100.0% | 0.00% | – |
| Exit | CRH PLCord | $0 | – | -14 | -100.0% | 0.00% | – | |
| MCO | Exit | MOODYS CORP | $0 | – | -3 | -100.0% | 0.00% | – |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -120 | -100.0% | 0.00% | – |
| Exit | HALEON PLCspon ads | $0 | – | -180 | -100.0% | 0.00% | – | |
| ANIP | Exit | ANI PHARMACEUTICALS INC | $0 | – | -16 | -100.0% | 0.00% | – |
| Exit | AMC ENTMT HLDGS INCcl a new | $0 | – | -113 | -100.0% | 0.00% | – | |
| NET | Exit | CLOUDFLARE INC | $0 | – | -13 | -100.0% | 0.00% | – |
| Exit | NUSCALE PWR CORP*w exp 05/02/202 | $0 | – | -520 | -100.0% | 0.00% | – | |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -20 | -100.0% | 0.00% | – |
| SGEN | Exit | SEAGEN INC | $0 | – | -3 | -100.0% | 0.00% | – |
| RELX | Exit | RELX PLCsponsored adr | $0 | – | -27 | -100.0% | 0.00% | – |
| SCHK | Exit | SCHWAB STRATEGIC TR1000 index etf | $0 | – | -2 | -100.0% | 0.00% | – |
| KRO | Exit | KRONOS WORLDWIDE INC | $0 | – | -200 | -100.0% | 0.00% | – |
| TBPH | Exit | THERAVANCE BIOPHARMA INC | $0 | – | -80 | -100.0% | 0.00% | – |
| SMCI | Exit | SUPER MICRO COMPUTER INC | $0 | – | -5 | -100.0% | 0.00% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -5 | -100.0% | 0.00% | – |
| NL | Exit | NL INDS INC | $0 | – | -136 | -100.0% | 0.00% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -9 | -100.0% | 0.00% | – |
| TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -2 | -100.0% | 0.00% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -6 | -100.0% | 0.00% | – |
| BFA | Exit | BROWN FORMAN CORPcl a | $0 | – | -14 | -100.0% | 0.00% | – |
| Exit | ROIVANT SCIENCES LTD | $0 | – | -73 | -100.0% | 0.00% | – | |
| WIX | Exit | WIX COM LTD | $0 | – | -11 | -100.0% | 0.00% | – |
| BRKR | Exit | BRUKER CORP | $0 | – | -11 | -100.0% | 0.00% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -19 | -100.0% | 0.00% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -40 | -100.0% | 0.00% | – |
| PRGO | Exit | PERRIGO CO PLC | $0 | – | -25 | -100.0% | 0.00% | – |
| PDN | Exit | INVESCO EXCH TRADED FD TR IIftse rafi sml | $0 | – | -59 | -100.0% | 0.00% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -2 | -100.0% | 0.00% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -19 | -100.0% | 0.00% | – |
| ELF | Exit | E L F BEAUTY INC | $0 | – | -5 | -100.0% | 0.00% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -3 | -100.0% | 0.00% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -5 | -100.0% | 0.00% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -7 | -100.0% | 0.00% | – |
| LOMA | Exit | LOMA NEGRA C I A S A MTN 14sponsored ads | $0 | – | -299 | -100.0% | 0.00% | – |
| Exit | RYVYL INC | $0 | – | -101 | -100.0% | 0.00% | – | |
| Exit | LINDE PLC | $0 | – | -6 | -100.0% | 0.00% | – | |
| FLTB | Exit | FIDELITY MERRIMACK STR TRltd trm bd etf | $0 | – | -32 | -100.0% | 0.00% | – |
| VEEV | Exit | VEEVA SYS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| FISV | Exit | FISERV INC | $0 | – | -10 | -100.0% | 0.00% | – |
| MDB | Exit | MONGODB INCcl a | $0 | – | -2 | -100.0% | 0.00% | – |
| CDW | Exit | CDW CORP | $0 | – | -5 | -100.0% | 0.00% | – |
| SNX | Exit | TD SYNNEX CORPORATION | $0 | – | -7 | -100.0% | 0.00% | – |
| VHI | Exit | VALHI INC NEW | $0 | – | -25 | -100.0% | 0.00% | – |
| PAHC | Exit | PHIBRO ANIMAL HEALTH CORP | $0 | – | -58 | -100.0% | 0.00% | – |
| MASI | Exit | MASIMO CORP | $0 | – | -2 | -100.0% | 0.00% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -3 | -100.0% | 0.00% | – |
| PINS | Exit | PINTEREST INCcl a | $0 | – | -37 | -100.0% | 0.00% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -15 | -100.0% | 0.00% | – |
| ICLR | Exit | ICON PLC | $0 | – | -4 | -100.0% | 0.00% | – |
| Exit | ARCHER AVIATION INC | $0 | – | -348 | -100.0% | 0.00% | – | |
| CME | Exit | CME GROUP INC | $0 | – | -6 | -100.0% | 0.00% | – |
| NAUT | Exit | NAUTILUS BIOTECHNOLOGY INC | $0 | – | -291 | -100.0% | 0.00% | – |
| MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -2 | -100.0% | 0.00% | – |
| Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -65 | -100.0% | -0.00% | – | |
| HAL | Exit | HALLIBURTON CO | $0 | – | -114 | -100.0% | -0.00% | – |
| BACPRL | Exit | BANK AMERICA CORP7.25%cnv pfd l | $0 | – | -9 | -100.0% | -0.00% | – |
| CFG | Exit | CITIZENS FINL GROUP INC | $0 | – | -217 | -100.0% | -0.00% | – |
| WFCPRL | Exit | WELLS FARGO CO NEWperp pfd cnv a | $0 | – | -7 | -100.0% | -0.00% | – |
| RGI | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $0 | – | -226 | -100.0% | -0.00% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -164 | -100.0% | -0.00% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIpfd etf | $0 | – | -321 | -100.0% | -0.00% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -977 | -100.0% | -0.00% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -297 | -100.0% | -0.00% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -118 | -100.0% | -0.00% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -185 | -100.0% | -0.00% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -395 | -100.0% | -0.00% | – |
| PEAK | Exit | HEALTHPEAK PROPERTIES INC | $0 | – | -577 | -100.0% | -0.00% | – |
| GLPI | Exit | GAMING & LEISURE PPTYS INC | $0 | – | -229 | -100.0% | -0.00% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -262 | -100.0% | -0.00% | – |
| FNF | Exit | FIDELITY NATIONAL FINANCIAL | $0 | – | -257 | -100.0% | -0.00% | – |
| FBHS | Exit | FORTUNE BRANDS INNOVATIONS I | $0 | – | -256 | -100.0% | -0.00% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -65 | -100.0% | -0.00% | – |
| HJEN | Exit | DIREXION SHS ETF TRhydrogen etf | $0 | – | -1,400 | -100.0% | -0.00% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -204 | -100.0% | -0.00% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -306 | -100.0% | -0.00% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -77 | -100.0% | -0.00% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -175 | -100.0% | -0.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -661 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -286 | -100.0% | -0.00% | – |
| AZZ | Exit | AZZ INC | $0 | – | -414 | -100.0% | -0.00% | – |
| CSX | Exit | CSX CORP | $0 | – | -782 | -100.0% | -0.00% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -102 | -100.0% | -0.00% | – |
| ET | Exit | ENERGY TRANSFER L P | $0 | – | -1,512 | -100.0% | -0.00% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -414 | -100.0% | -0.00% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -78 | -100.0% | -0.00% | – |
| FITB | Exit | FIFTH THIRD BANCORP | $0 | – | -766 | -100.0% | -0.00% | – |
| H | Exit | HYATT HOTELS CORP | $0 | – | -192 | -100.0% | -0.00% | – |
| T | Exit | AT&T INC | $0 | – | -1,338 | -100.0% | -0.00% | – |
| RPM | Exit | RPM INTL INC | $0 | – | -447 | -100.0% | -0.01% | – |
| Exit | BLACKSTONE SECD LENDING FD | $0 | – | -2,150 | -100.0% | -0.01% | – | |
| FDX | Exit | FEDEX CORP | $0 | – | -204 | -100.0% | -0.01% | – |
| ETW | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -7,832 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -3,604 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-04
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 27.3% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 27.6% |
| VANGUARD TAX-MANAGED INTL FD | 22 | Q2 2024 | 7.0% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 20.1% |
| VANGUARD INDEX FDS | 22 | Q2 2024 | 10.9% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 1.4% |
| SPDR S&P 500 ETF TR | 22 | Q2 2024 | 1.7% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 1.0% |
| SCHWAB STRATEGIC TR | 22 | Q2 2024 | 1.6% |
View Financial Synergies Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-07 |
| 13F-HR | 2024-07-23 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
| 13F-HR | 2024-04-05 |
View Financial Synergies Wealth Advisors, Inc.'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.