857 is the total number of securities PFS INVESTMENTS INC. has owned. The longest PFS INVESTMENTS INC. has owned a single stock is 23 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TRUST CORE S&P | 23 | 23 | 0.77% | 1.81% | 3.07% | Q4 2017 | Q2 2023 | 23 |
VIG | VANGUARD SPECIALIZED | 23 | 23 | 0.45% | 1.68% | 4.98% | Q4 2017 | Q2 2023 | 23 |
MBB | ISHARES TRUST MBS ETF | 23 | 23 | 1.00% | 1.59% | 3.06% | Q4 2017 | Q2 2023 | 23 |
IEFA | ISHARES TRUST CORE MS | 23 | 23 | 0.70% | 1.21% | 2.17% | Q4 2017 | Q2 2023 | 23 |
HEFA | ISHARES TRUST HDG MSC | 23 | 23 | 0.40% | 1.09% | 2.12% | Q4 2017 | Q2 2023 | 23 |
TLT | ISHARES TRUST 20 YR T | 23 | 23 | 0.56% | 1.04% | 1.66% | Q4 2017 | Q2 2023 | 23 |
SHY | ISHARES TRUST 1 3 YR | 23 | 23 | 0.34% | 0.98% | 10.37% | Q4 2017 | Q2 2023 | 23 |
BND | VANGUARD TOTAL BND MR | 23 | 23 | 0.50% | 0.92% | 1.61% | Q4 2017 | Q2 2023 | 23 |
HYLB | DBX ETF TRUST XTRACK | 23 | 23 | 0.02% | 0.72% | 1.82% | Q4 2017 | Q2 2023 | 23 |
IGSB | ISHARES TRUST SH TR C | 23 | 23 | 0.44% | 0.64% | 0.91% | Q4 2017 | Q2 2023 | 23 |
AGG | ISHARES TRUST CORE US | 23 | 23 | 0.03% | 0.56% | 1.18% | Q4 2017 | Q2 2023 | 23 |
LQD | ISHARES TRUST IBOXX I | 23 | 23 | 0.05% | 0.39% | 1.26% | Q4 2017 | Q2 2023 | 23 |
IWR | ISHARES TRUST RUS MID | 23 | 23 | 0.11% | 0.34% | 0.62% | Q4 2017 | Q2 2023 | 23 |
VNQ | VANGUARD REAL ESTATE | 23 | 23 | 0.07% | 0.20% | 0.79% | Q4 2017 | Q2 2023 | 23 |
SPYG | SPDR SERIES TRUST S&P | 22 | 22 | 1.00% | 2.78% | 6.18% | Q1 2018 | Q2 2023 | 22 |
MTUM | ISHARES TRUST USA MOM | 22 | 22 | 0.38% | 1.92% | 5.73% | Q1 2018 | Q2 2023 | 22 |
IEMG | ISHARES INC CORE MSCI | 12 | 10 | 0.03% | 0.65% | 4.40% | Q4 2017 | Q2 2023 | 22 |
IJH | ISHARES TRUST CORE S&P | 22 | 22 | 0.14% | 0.61% | 2.83% | Q1 2018 | Q2 2023 | 22 |
SPY | SPDR S&P500 ETF TRUST | 22 | 22 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q2 2023 | 22 |
QUAL | ISHARES TRUST USA QUA | 21 | 21 | 0.26% | 2.47% | 6.49% | Q2 2018 | Q2 2023 | 21 |
SPYV | SPDR SERIES TRUST PRT | 19 | 2 | 0.74% | 2.45% | 4.97% | Q1 2018 | Q2 2023 | 21 |
IJR | ISHARES TRUST CORE S&P | 20 | 1 | 0.21% | 0.72% | 2.36% | Q4 2017 | Q2 2023 | 21 |
BAB | INVESCO TAXABLE MUNIC | 21 | 21 | 0.05% | 0.69% | 1.55% | Q2 2018 | Q2 2023 | 21 |
XLK | SELECT SECTOR SPDR TR | 21 | 21 | 0.11% | 0.49% | 0.90% | Q4 2017 | Q4 2022 | 21 |
BKLN | INVESCO SENIOR LOAN E | 21 | 21 | 0.05% | 0.18% | 0.50% | Q2 2018 | Q2 2023 | 21 |
SPLV | POWERSHARES ETF TR II | 11 | 9 | 0.40% | 1.94% | 3.76% | Q2 2018 | Q2 2023 | 20 |
RSP | INVESCO EXCHANGE TRAD | 20 | 20 | 0.14% | 1.74% | 6.30% | Q3 2018 | Q2 2023 | 20 |
IGIB | ISHARES TRUST INTRM T | 18 | 2 | 0.22% | 0.90% | 1.59% | Q4 2017 | Q2 2023 | 20 |
IEF | ISHARES TRUST BARCLAY | 19 | 1 | 0.06% | 0.85% | 2.80% | Q4 2017 | Q2 2023 | 20 |
XMLV | INVESCO S&P MIDCAP LO | 11 | 9 | 0.37% | 0.73% | 1.50% | Q2 2018 | Q2 2023 | 20 |
PLW | INVESCO EXCHANGE TRAD | 12 | 8 | 0.08% | 0.72% | 2.07% | Q2 2018 | Q2 2023 | 20 |
MUB | ISHARES TRUST NATIONA | 20 | 20 | 0.09% | 0.66% | 1.08% | Q3 2018 | Q2 2023 | 20 |
EELV | INVESCO S&P EMERGING | 11 | 9 | 0.28% | 0.61% | 1.21% | Q2 2018 | Q2 2023 | 20 |
XSLV | INVESCO S&P SMALLCAP | 20 | 20 | 0.05% | 0.41% | 2.74% | Q2 2018 | Q1 2023 | 20 |
VRIG | INVESCO ACTIVELY MANA | 20 | 20 | 0.00% | 0.20% | 0.46% | Q3 2018 | Q2 2023 | 20 |
IDV | ISHARES TRUST INTL SE | 15 | 1 | 0.01% | 0.18% | 0.29% | Q4 2017 | Q2 2023 | 20 |
HYS | PIMCO ETF TRUST 0-5 H | 20 | 20 | 0.03% | 0.08% | 0.14% | Q3 2018 | Q2 2023 | 20 |
SPDW | SPDR INDEX SHS FDS PO | 10 | 9 | 0.73% | 2.46% | 5.01% | Q3 2018 | Q2 2023 | 19 |
IDLV | INVESCO S&P INTERNATI | 9 | 4 | 0.43% | 1.55% | 3.17% | Q2 2018 | Q2 2023 | 19 |
SPEM | SPDR INDEX SHS FDS PO | 15 | 2 | 0.01% | 1.34% | 2.90% | Q1 2018 | Q2 2023 | 19 |
SRLN | SSGA ACTIVE ETF TR BL | 12 | 7 | 0.13% | 0.73% | 1.50% | Q4 2017 | Q2 2023 | 19 |
SPAB | SPDR SERIES TRUST POR | 19 | 19 | 0.18% | 0.52% | 1.40% | Q4 2018 | Q2 2023 | 19 |
HYD | VANECK VECTORS ETF TR | 19 | 19 | 0.27% | 0.43% | 0.89% | Q4 2018 | Q2 2023 | 19 |
AVGO | BROADCOM INC COM | 18 | 18 | 0.04% | 0.69% | 1.20% | Q1 2019 | Q2 2023 | 18 |
CMCSA | COMCAST CORP NEW COM | 18 | 18 | 0.04% | 0.64% | 1.29% | Q1 2019 | Q2 2023 | 18 |
CSCO | CISCO SYSTEMS INC COM | 18 | 18 | 0.08% | 0.55% | 1.20% | Q1 2019 | Q2 2023 | 18 |
ABBV | ABBVIE INC COM | 18 | 18 | 0.04% | 0.54% | 0.99% | Q1 2019 | Q2 2023 | 18 |
JPM | JPMORGAN CHASE & CO C | 18 | 18 | 0.04% | 0.50% | 0.99% | Q1 2019 | Q2 2023 | 18 |
CVS | CVS HEALTH CORPORATIO | 18 | 18 | 0.06% | 0.49% | 0.90% | Q1 2019 | Q2 2023 | 18 |
UNH | UNITEDHEALTH GROUP IN | 18 | 18 | 0.04% | 0.47% | 0.79% | Q1 2019 | Q2 2023 | 18 |
BMY | BRISTOL-MYERS SQUIBB | 18 | 18 | 0.06% | 0.47% | 0.96% | Q1 2019 | Q2 2023 | 18 |
MSFT | MICROSOFT CORP COM | 18 | 18 | 0.06% | 0.46% | 0.75% | Q1 2019 | Q2 2023 | 18 |
UPS | UNITED PARCEL SERVICE | 18 | 18 | 0.04% | 0.43% | 0.96% | Q1 2019 | Q2 2023 | 18 |
CVX | CHEVRON CORPORATION C | 18 | 18 | 0.05% | 0.41% | 0.88% | Q1 2019 | Q2 2023 | 18 |
T | A T & T INC (NEW) | 18 | 18 | 0.05% | 0.38% | 0.82% | Q1 2019 | Q2 2023 | 18 |
PSX | PHILLIPS 66 COM | 18 | 18 | 0.05% | 0.36% | 0.76% | Q1 2019 | Q2 2023 | 18 |
JNJ | JOHNSON & JOHNSON COM | 18 | 18 | 0.04% | 0.35% | 0.75% | Q1 2019 | Q2 2023 | 18 |
LMT | LOCKHEED MARTIN CORP | 18 | 18 | 0.06% | 0.34% | 0.72% | Q1 2019 | Q2 2023 | 18 |
MO | ALTRIA GROUP INC COM | 18 | 18 | 0.04% | 0.33% | 0.72% | Q1 2019 | Q2 2023 | 18 |
PZA | INVESCO FTSE RAFI DEV | 12 | 6 | 0.02% | 0.29% | 3.86% | Q4 2018 | Q2 2023 | 18 |
MS | MORGAN STANLEY COM NE | 18 | 18 | 0.03% | 0.29% | 0.69% | Q1 2019 | Q2 2023 | 18 |
PM | PHILIP MORRIS INTL IN | 18 | 18 | 0.05% | 0.27% | 0.51% | Q1 2019 | Q2 2023 | 18 |
VZ | VERIZON COMMUNICATION | 18 | 18 | 0.05% | 0.24% | 0.45% | Q1 2019 | Q2 2023 | 18 |
VRTX | VERTEX PHARMACEUTICAL | 18 | 18 | 0.02% | 0.22% | 0.32% | Q1 2019 | Q2 2023 | 18 |
ADSK | AUTODESK INC COM | 18 | 18 | 0.04% | 0.21% | 0.34% | Q1 2019 | Q2 2023 | 18 |
TEL | TE CONNECTIVITY LTD R | 18 | 18 | 0.02% | 0.20% | 0.33% | Q1 2019 | Q2 2023 | 18 |
BIIB | BIOGEN INC COM | 18 | 18 | 0.02% | 0.14% | 0.24% | Q1 2019 | Q2 2023 | 18 |
GIS | GENERAL MLS INC COM | 18 | 18 | 0.05% | 0.12% | 0.22% | Q1 2019 | Q2 2023 | 18 |
MET | METLIFE INC COM | 18 | 18 | 0.05% | 0.10% | 0.23% | Q1 2019 | Q2 2023 | 18 |
JCI | JOHNSON CTLS INTL PLC | 18 | 18 | 0.01% | 0.08% | 0.14% | Q1 2019 | Q2 2023 | 18 |
FCX | FREEPORT-MCMORAN INC | 18 | 18 | 0.01% | 0.07% | 0.13% | Q1 2019 | Q2 2023 | 18 |
IONS | IONIS PHARMACEUTICALS | 18 | 18 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q2 2023 | 18 |
QQQ | INVESCO QQQ TRUST UNI | 17 | 17 | 0.43% | 1.63% | 3.20% | Q2 2019 | Q2 2023 | 17 |
SHYG | ISHARES TRUST 0-5YR H | 17 | 17 | 0.12% | 0.59% | 0.94% | Q2 2019 | Q2 2023 | 17 |
HYG | ISHARES TRUST IBOXX H | 17 | 17 | 0.35% | 0.51% | 0.71% | Q4 2017 | Q4 2021 | 17 |
AAPL | APPLE INC COM | 17 | 17 | 0.03% | 0.46% | 0.74% | Q2 2019 | Q2 2023 | 17 |
BAC | BANK OF AMERICA CORPO | 17 | 17 | 0.03% | 0.41% | 0.66% | Q2 2019 | Q2 2023 | 17 |
HD | HOME DEPOT INC COM | 17 | 17 | 0.10% | 0.41% | 0.74% | Q2 2019 | Q2 2023 | 17 |
SJNK | SPDR SER TR BLOOMBERG | 17 | 17 | 0.14% | 0.35% | 0.54% | Q4 2017 | Q4 2021 | 17 |
BLK | BLACKROCK INC COM | 17 | 17 | 0.09% | 0.34% | 0.84% | Q2 2019 | Q2 2023 | 17 |
ENB | ENBRIDGE INC COM | 17 | 17 | 0.02% | 0.34% | 0.91% | Q2 2019 | Q2 2023 | 17 |
IGLB | ISHARES TRUST LONG TE | 10 | 2 | 0.09% | 0.34% | 0.88% | Q4 2017 | Q2 2023 | 17 |
OMC | OMNICOM GROUP INC COM | 17 | 17 | 0.05% | 0.33% | 0.72% | Q1 2019 | Q1 2023 | 17 |
PDBC | INVESCO EXCHNG TRADED | 17 | 17 | 0.15% | 0.22% | 0.33% | Q2 2019 | Q2 2023 | 17 |
V | VISA INC COM CL A | 17 | 17 | 0.03% | 0.21% | 0.34% | Q2 2019 | Q2 2023 | 17 |
MDT | MEDTRONIC PLC SHS | 17 | 17 | 0.02% | 0.20% | 0.57% | Q2 2019 | Q2 2023 | 17 |
CWB | SPDR SERIES TRUST BLM | 17 | 17 | 0.05% | 0.19% | 0.70% | Q4 2017 | Q4 2021 | 17 |
MDLZ | MONDELEZ INTL INC COM | 17 | 17 | 0.02% | 0.18% | 0.29% | Q2 2019 | Q2 2023 | 17 |
WMB | WILLIAMS COS INC DEL | 17 | 17 | 0.02% | 0.15% | 0.25% | Q2 2019 | Q2 2023 | 17 |
AMT | AMERICAN TOWER CORP N | 17 | 17 | 0.02% | 0.14% | 0.24% | Q2 2019 | Q2 2023 | 17 |
NEE | NEXTERA ENERGY INC CO | 17 | 17 | 0.02% | 0.13% | 0.19% | Q2 2019 | Q2 2023 | 17 |
ZTS | ZOETIS INC COM CL A ... | 17 | 17 | 0.02% | 0.13% | 0.21% | Q2 2019 | Q2 2023 | 17 |
PG | PROCTOR & GAMBLE CO C | 17 | 17 | 0.02% | 0.12% | 0.16% | Q2 2019 | Q2 2023 | 17 |
MRK | MERCK & CO INC COM | 17 | 17 | 0.03% | 0.12% | 0.18% | Q2 2019 | Q2 2023 | 17 |
MA | MASTERCARD INCORPORAT | 17 | 17 | 0.02% | 0.12% | 0.21% | Q2 2019 | Q2 2023 | 17 |
PPG | PPG INDUSTRIES INC CO | 17 | 17 | 0.02% | 0.12% | 0.16% | Q2 2019 | Q2 2023 | 17 |
DIS | WALT DISNEY COMPANY ( | 17 | 17 | 0.03% | 0.11% | 0.20% | Q2 2019 | Q2 2023 | 17 |
KO | COCA-COLA CO COM | 17 | 17 | 0.02% | 0.11% | 0.16% | Q2 2019 | Q2 2023 | 17 |
MCD | MCDONALD'S CORPORATIO | 17 | 17 | 0.02% | 0.10% | 0.24% | Q2 2019 | Q2 2023 | 17 |
UNP | UNION PACIFIC CORP CO | 17 | 17 | 0.02% | 0.10% | 0.14% | Q2 2019 | Q2 2023 | 17 |
WM | WASTE MGMT INC DEL CO | 17 | 17 | 0.02% | 0.10% | 0.14% | Q2 2019 | Q2 2023 | 17 |
VMC | VULCAN MATLS CO COM | 17 | 17 | 0.02% | 0.09% | 0.17% | Q2 2019 | Q2 2023 | 17 |
TXN | TEXAS INSTRUMENTS INC | 17 | 17 | 0.02% | 0.09% | 0.19% | Q2 2019 | Q2 2023 | 17 |
PFE | PFIZER INC COM | 17 | 17 | 0.02% | 0.09% | 0.14% | Q2 2019 | Q2 2023 | 17 |
SUB | ISHARES TRUST SHRT NA | 13 | 4 | 0.02% | 0.08% | 0.18% | Q1 2019 | Q2 2023 | 17 |
VTEB | VANGUARD TAX EXEMPT B | 17 | 17 | 0.02% | 0.08% | 0.14% | Q2 2019 | Q2 2023 | 17 |
WDC | WESTERN DIGITAL CORP | 17 | 17 | 0.02% | 0.08% | 0.15% | Q2 2019 | Q2 2023 | 17 |
AIG | AMER INTL GRP INC COM | 17 | 17 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q2 2023 | 17 |
PNC | PNC FINANCIAL SERVICE | 17 | 17 | 0.02% | 0.07% | 0.09% | Q2 2019 | Q2 2023 | 17 |
DLB | DOLBY LABORATORIES IN | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2023 | 17 |
XOM | EXXON MOBIL CORPORATI | 17 | 17 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q2 2023 | 17 |
LSXMK | LIBERTY MEDIA CORPORA | 17 | 17 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 17 |
USMV | ISHARES TRUST MSCI MI | 16 | 16 | 0.28% | 1.70% | 3.44% | Q3 2019 | Q2 2023 | 16 |
IIGD | INVESCO EXCHNG TRAD S | 16 | 16 | 0.43% | 1.43% | 2.33% | Q3 2019 | Q2 2023 | 16 |
EFAV | ISHARES TRUST MIN VOL | 16 | 16 | 0.05% | 0.66% | 1.68% | Q3 2019 | Q2 2023 | 16 |
FIXD | FIRST TR EXCHNG TRADE | 16 | 16 | 0.28% | 0.62% | 0.82% | Q3 2019 | Q2 2023 | 16 |
SRE | SEMPRA ENERGY COM | 13 | 3 | 0.05% | 0.42% | 0.83% | Q1 2019 | Q2 2023 | 16 |
IEI | ISHARES TRUST 3 7 YR | 7 | 1 | 0.03% | 0.25% | 0.90% | Q4 2017 | Q2 2023 | 16 |
HYEM | VANECK VECTORS ETF TR | 10 | 6 | 0.06% | 0.14% | 0.23% | Q4 2017 | Q2 2022 | 16 |
LHX | L3 HARRIS TECHNOLOGIE | 16 | 16 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q2 2023 | 16 |
PGHY | INVESCO GLOBAL SHORT | 16 | 16 | 0.05% | 0.11% | 0.18% | Q2 2018 | Q1 2022 | 16 |
EIX | EDISON INTL COM | 16 | 16 | 0.02% | 0.08% | 0.11% | Q3 2019 | Q2 2023 | 16 |
USB | US BANCORP DEL COM NE | 14 | 2 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q2 2023 | 16 |
IUS | INVESCO EXCH TRD SLF | 15 | 15 | 0.00% | 3.26% | 5.02% | Q3 2019 | Q1 2023 | 15 |
EMB | ISHARES TR JP MOR EM | 9 | 2 | 0.12% | 0.50% | 1.14% | Q4 2017 | Q2 2023 | 15 |
TRV | TRAVELERS COMPANIES I | 15 | 15 | 0.03% | 0.45% | 0.75% | Q4 2019 | Q2 2023 | 15 |
BLV | VANGUARD LONG TERM BO | 15 | 15 | 0.02% | 0.28% | 0.51% | Q4 2017 | Q2 2021 | 15 |
VYM | VANGUARD WHITEHALL FD | 15 | 15 | 0.04% | 0.26% | 1.41% | Q4 2017 | Q2 2021 | 15 |
GOOGL | ALPHABET INC COM CL A | 15 | 15 | 0.02% | 0.20% | 0.31% | Q4 2019 | Q2 2023 | 15 |
SUSB | ISHARES TRUST ESG 1 5 | 15 | 15 | 0.02% | 0.19% | 0.32% | Q4 2019 | Q2 2023 | 15 |
AMZN | AMAZON COM INC COM | 15 | 15 | 0.01% | 0.18% | 0.42% | Q4 2019 | Q2 2023 | 15 |
TWTR | TWITTER INC COM | 15 | 15 | 0.02% | 0.17% | 0.41% | Q1 2019 | Q3 2022 | 15 |
SUSC | ISHARES TRUST ESG USD | 15 | 15 | 0.02% | 0.16% | 0.26% | Q4 2019 | Q2 2023 | 15 |
LIN | LINDE PLC COM | 15 | 15 | 0.02% | 0.11% | 0.19% | Q2 2019 | Q4 2022 | 15 |
BDX | BECTON DICKINSON & CO | 15 | 15 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q2 2023 | 15 |
NSC | NORFOLK SOUTHERN CORP | 15 | 15 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
AXP | AMERICAN EXPRESS CO C | 15 | 15 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
LRCX | LAM RESEARCH CORP COM | 15 | 15 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q2 2023 | 15 |
ACN | ACCENTURE PLC COM | 15 | 15 | 0.01% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
FB | FACEBOOK INC COM CL A | 15 | 15 | 0.01% | 0.08% | 0.16% | Q4 2019 | Q2 2023 | 15 |
ESGD | ISHARES TRUST ESG MSC | 15 | 15 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q2 2023 | 15 |
CDW | CDW CORP COM | 15 | 15 | 0.00% | 0.08% | 0.13% | Q4 2019 | Q2 2023 | 15 |
AVY | AVERY DENNISON CORP C | 15 | 15 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q2 2023 | 15 |
KMB | KIMBERLY CLARK CORP C | 15 | 15 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q2 2023 | 15 |
HASI | HANNON ARMSTRONG SUST | 15 | 15 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q2 2023 | 15 |
ADBE | ADOBE INC COM | 15 | 15 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q2 2023 | 15 |
WFC | WELLS FARGO CO NEW CO | 10 | 5 | 0.03% | 0.06% | 0.22% | Q1 2019 | Q2 2023 | 15 |
ES | EVERSOURCE ENERGY COM | 15 | 15 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q2 2023 | 15 |
LBRDK | LIBERTY BROADBAND COR | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
LSXMA | LIBERTY MEDIA CORPORA | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
AMCX | AMC NETWORKS INC COM | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 15 |
ISDX | INVESCO EXCH TRD SLF | 14 | 14 | 0.54% | 2.20% | 3.79% | Q3 2019 | Q4 2022 | 14 |
SNPE | DBX ETF TR XTRACKERS | 14 | 14 | 0.35% | 1.09% | 1.69% | Q3 2019 | Q4 2022 | 14 |
VUG | VANGUARD INDEX FDS GR | 12 | 2 | 0.26% | 0.96% | 6.74% | Q4 2017 | Q2 2023 | 14 |
IIGV | INVESCO EXCHNG TRAD S | 14 | 14 | 0.31% | 0.75% | 1.28% | Q3 2019 | Q4 2022 | 14 |
IUSS | INVESCO EXCH TRD SLF | 14 | 14 | 0.56% | 0.74% | 1.00% | Q3 2019 | Q4 2022 | 14 |
SPIB | SPDR SERIES TRUST POR | 8 | 2 | 0.04% | 0.62% | 1.61% | Q1 2018 | Q2 2023 | 14 |
ISEM | INVESCO EXCH TRD SLF | 14 | 14 | 0.37% | 0.53% | 0.78% | Q3 2019 | Q4 2022 | 14 |
SPYD | SPDR SER TR PRTFLO S& | 14 | 14 | 0.24% | 0.39% | 0.67% | Q1 2020 | Q2 2023 | 14 |
GILD | GILEAD SCIENCES INC C | 14 | 14 | 0.12% | 0.38% | 0.87% | Q1 2020 | Q2 2023 | 14 |
EEMA | ISHARES INC MSCI EM A | 14 | 14 | 0.10% | 0.37% | 0.63% | Q1 2020 | Q2 2023 | 14 |
GLW | CORNING INC COM | 14 | 14 | 0.09% | 0.34% | 0.51% | Q1 2020 | Q2 2023 | 14 |
SCHE | SCHWAB STRATEGIC TR E | 14 | 14 | 0.16% | 0.33% | 0.53% | Q1 2020 | Q2 2023 | 14 |
TSN | TYSON FOODS INC CL A | 14 | 14 | 0.13% | 0.31% | 0.56% | Q1 2020 | Q2 2023 | 14 |
TFC | TRUIST FINANCIAL CORP | 14 | 14 | 0.08% | 0.30% | 0.48% | Q4 2019 | Q1 2023 | 14 |
FVD | FIRST TR VALUE LINE D | 14 | 14 | 0.13% | 0.30% | 0.50% | Q1 2020 | Q2 2023 | 14 |
EMLC | VANECK VECTORS ETF TR | 11 | 1 | 0.01% | 0.30% | 0.75% | Q4 2018 | Q2 2023 | 14 |
DIV | GLOBAL X FDS GLOBX SU | 12 | 2 | 0.02% | 0.22% | 0.35% | Q4 2017 | Q2 2021 | 14 |
GPC | GENUINE PARTS CO COM | 13 | 1 | 0.00% | 0.19% | 0.33% | Q4 2019 | Q2 2023 | 14 |
PXD | PIONEER NATURAL RESOU | 14 | 14 | 0.02% | 0.14% | 0.24% | Q1 2020 | Q2 2023 | 14 |
JMBS | JANUS DETROIT STR TR | 14 | 14 | 0.01% | 0.12% | 0.29% | Q1 2020 | Q2 2023 | 14 |
PCY | INVESCO EXCHANGE TRAD | 8 | 1 | 0.07% | 0.11% | 0.16% | Q2 2018 | Q2 2023 | 14 |
EMHY | ISHARES INC EM HGHYL | 14 | 14 | 0.01% | 0.11% | 0.22% | Q1 2018 | Q2 2021 | 14 |
BBY | BEST BUY CO INC COM | 14 | 14 | 0.02% | 0.08% | 0.12% | Q4 2019 | Q1 2023 | 14 |
GH | GUARDANT HEALTH INC C | 14 | 14 | 0.02% | 0.08% | 0.15% | Q1 2020 | Q2 2023 | 14 |
AMGN | AMGEN INC COM | 8 | 6 | 0.00% | 0.07% | 0.22% | Q1 2019 | Q2 2023 | 14 |
STZ | CONSTELLATION BRANDS | 14 | 14 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q2 2023 | 14 |
CRM | SALESFORCE.COM INC CO | 14 | 14 | 0.01% | 0.05% | 0.13% | Q1 2020 | Q2 2023 | 14 |
AGZ | ISHARES TRUST AGENCY | 14 | 14 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 14 |
SYK | STRYKER CORP COM | 14 | 14 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 14 |
TMO | THERMO FISHER SCIENTI | 14 | 14 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
ESGE | ISHARES INC ESG MSCI | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
IMGN | IMMUNOGEN INC COM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
AGGY | WISDOMTREE TR YIELD E | 13 | 13 | 0.25% | 1.04% | 2.18% | Q1 2019 | Q1 2022 | 13 |
GLDM | WORLD GOLD TRUST SPDR | 13 | 13 | 0.51% | 0.63% | 0.84% | Q4 2018 | Q4 2021 | 13 |
USSG | DBX ETF TRUST XTRCKR | 13 | 13 | 0.01% | 0.54% | 1.17% | Q1 2020 | Q1 2023 | 13 |
XLF | SELECT SECTOR SPDR TR | 6 | 2 | 0.19% | 0.33% | 0.63% | Q4 2017 | Q2 2022 | 13 |
RTX | RAYTHEON TECHNOLOGIES | 13 | 13 | 0.16% | 0.23% | 0.29% | Q2 2020 | Q2 2023 | 13 |
RVNU | DBX ETF TR XTRACK MUN | 13 | 13 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q2 2023 | 13 |
BX | BLACKSTONE GROUP INC | 13 | 13 | 0.05% | 0.12% | 0.17% | Q3 2019 | Q3 2022 | 13 |
LPLA | LPL FINL HLDGS INC CO | 13 | 13 | 0.02% | 0.12% | 0.22% | Q2 2020 | Q2 2023 | 13 |
GWW | GRAINGER W W INC COM | 13 | 13 | 0.04% | 0.12% | 0.18% | Q2 2020 | Q2 2023 | 13 |
CDNS | CADENCE DESIGN SYSTEM | 13 | 13 | 0.02% | 0.11% | 0.16% | Q2 2020 | Q2 2023 | 13 |
NSRGY | NESTLE S A SPONSORED | 11 | 2 | 0.02% | 0.10% | 0.14% | Q2 2019 | Q2 2023 | 13 |
RBC | REGAL BELOIT CORP COM | 13 | 13 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q2 2023 | 13 |
NVDA | NVIDIA CORP COM | 13 | 13 | 0.01% | 0.10% | 0.19% | Q2 2020 | Q2 2023 | 13 |
BK | BANK NEW YORK MELLON | 13 | 13 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q2 2023 | 13 |
ECL | ECOLAB INC COM | 13 | 13 | 0.02% | 0.08% | 0.11% | Q2 2019 | Q2 2022 | 13 |
NOC | NORTHROP GRUMMAN CORP | 13 | 13 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q2 2023 | 13 |
DHI | DR HORTON INC COM | 13 | 13 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q4 2022 | 13 |
INTC | INTEL CORP COM | 7 | 1 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q2 2023 | 13 |
PYPL | PAYPAL HOLDINGS INC C | 13 | 13 | 0.02% | 0.06% | 0.14% | Q2 2020 | Q2 2023 | 13 |
TSCO | TRACTOR SUPPLY CO COM | 13 | 13 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q4 2022 | 13 |
NUE | NUCOR CORP COM | 13 | 13 | 0.01% | 0.05% | 0.13% | Q2 2019 | Q2 2022 | 13 |
LOW | LOWE'S COMPANIES INC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
ABT | ABBOTT LABS | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
WMT | WAL MART STORES INC | 9 | 4 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 13 |
TOTL | SSGA ACTIVE ETF TR SP | 9 | 3 | 0.28% | 1.63% | 3.20% | Q4 2017 | Q2 2023 | 12 |
VTV | VANGUARD VALUE ETF | 9 | 3 | 0.27% | 1.17% | 7.01% | Q4 2017 | Q2 2022 | 12 |
EWJ | ISHARES INC MSCI JPN | 6 | 1 | 0.11% | 0.53% | 1.69% | Q4 2017 | Q2 2023 | 12 |
GSIE | GOLDMAN SACHS ETF TR | 12 | 12 | 0.33% | 0.50% | 0.75% | Q3 2020 | Q2 2023 | 12 |
EVRG | EVERGY INC COM | 12 | 12 | 0.15% | 0.26% | 0.54% | Q3 2020 | Q2 2023 | 12 |
FMB | FIRST TR EXCHANG TRAD | 12 | 12 | 0.08% | 0.18% | 0.30% | Q3 2020 | Q2 2023 | 12 |
TMUS | T-MOBILE US INC COM | 8 | 4 | 0.02% | 0.09% | 0.13% | Q4 2019 | Q2 2023 | 12 |
MCHP | MICROCHIP TECHNOLOGY | 12 | 12 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q2 2023 | 12 |
ORCL | ORACLE SYS CORP | 12 | 12 | 0.03% | 0.09% | 0.13% | Q3 2020 | Q2 2023 | 12 |
CTXS | CITRIX SYSTEMS INC CO | 12 | 12 | 0.01% | 0.09% | 0.15% | Q1 2019 | Q4 2021 | 12 |
SPHD | INVESCO S&P 500 HIGH | 11 | 1 | 0.01% | 0.07% | 0.22% | Q2 2018 | Q2 2021 | 12 |
VWO | VANGUARD INTL EQUITY | 10 | 2 | 0.01% | 0.06% | 0.29% | Q4 2017 | Q2 2023 | 12 |
DISCA | DISCOVERY INC COM | 12 | 12 | 0.02% | 0.06% | 0.11% | Q2 2019 | Q1 2022 | 12 |
NUHY | pfIZER INC COM | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
DXC | DXC TECHNOLOGY CO COM | 12 | 12 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
OTIS | OTIS WORLDWIDE CORP C | 10 | 2 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 12 |
LLY | LILLY, ELI AND COMPAN | 6 | 5 | 0.01% | 1.52% | 16.13% | Q1 2019 | Q2 2023 | 11 |
PSK | SPDR SERIES TRUST WEL | 8 | 3 | 0.26% | 0.43% | 0.58% | Q2 2020 | Q1 2023 | 11 |
MPC | MARATHON PETROLEUM CO | 10 | 1 | 0.01% | 0.10% | 0.20% | Q4 2019 | Q2 2023 | 11 |
NVST | ENVISTA HLDGS CORP CO | 11 | 11 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q2 2023 | 11 |
HZNP | HORIZON THERAPEUTICS | 11 | 11 | 0.01% | 0.08% | 0.14% | Q3 2020 | Q1 2023 | 11 |
FIS | FIDELITY NATIONAL INF | 11 | 11 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 11 |
BXP | BOSTON PROPERTIES INC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2022 | 11 |
NULV | NUVEEN ESG NUVEEN ESG | 8 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 11 |
VRT | VERTIV HOLDINGS LLC C | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
QCOM | QUALCOMM INC COM | 9 | 2 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 11 |
PNR | PENTAIR PLC SHS | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 11 |
ILTB | ISHARES TRUST CORE LT | 11 | 11 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2021 | 11 |
FWONK | LIBERTY MEDIA CORPORA | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
DVY | ISHARES TR SELECT DIV | 5 | 1 | 0.04% | 0.76% | 2.46% | Q4 2019 | Q2 2023 | 10 |
XLP | SELECT SECTOR SPDR TR | 4 | 2 | 0.14% | 0.29% | 0.55% | Q1 2019 | Q2 2023 | 10 |
MMM | 3M COMPANY COM | 5 | 5 | 0.01% | 0.12% | 0.24% | Q2 2019 | Q4 2021 | 10 |
ACM | AECOM COM | 10 | 10 | 0.02% | 0.11% | 0.17% | Q1 2021 | Q2 2023 | 10 |
IPG | INTERPUBLIC GROUP COS | 10 | 10 | 0.04% | 0.11% | 0.14% | Q1 2021 | Q2 2023 | 10 |
DD | DUPONT DE NEMOURS INC | 7 | 3 | 0.00% | 0.10% | 0.30% | Q1 2020 | Q2 2023 | 10 |
MLPA | GLOBAL X FDS GLBL X M | 10 | 10 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q1 2020 | 10 |
ULTA | ULTA BEAUTY INC COM | 10 | 10 | 0.01% | 0.10% | 0.18% | Q1 2021 | Q2 2023 | 10 |
CREE | CREE INC COM | 10 | 10 | 0.02% | 0.08% | 0.15% | Q2 2019 | Q3 2021 | 10 |
DAR | DARLING INGREDIENTS I | 10 | 10 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 10 |
DOCU | DOCUSIGN INC COM | 10 | 10 | 0.03% | 0.07% | 0.14% | Q1 2021 | Q2 2023 | 10 |
VEA | VANGUARD FTSE DEV MKT | 10 | 10 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q2 2023 | 10 |
IQV | IQVIA HOLDINGS INC CO | 9 | 1 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q2 2023 | 10 |
SONY | SONY CORP - ADR | 10 | 10 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q2 2023 | 10 |
MUSA | MURPHY USA INC COM | 10 | 10 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q2 2023 | 10 |
WSC | WILLSCOT MOBIL MINI H | 10 | 10 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q2 2023 | 10 |
PFGC | PERFORMANCE FOOD GROU | 10 | 10 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q2 2023 | 10 |
NUAN | NUANCE COMMUNICATIONS | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q3 2021 | 10 |
IP | INTERNATIONAL PAPER C | 10 | 10 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q2 2021 | 10 |
PEG | PUBLIC SVC ENTERPRISE | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
MTZ | MASTEC INC COM | 10 | 10 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
RHP | RYMAN HOSPITALITY PPT | 10 | 10 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 10 |
AVTR | AVANTOR INC COM | 10 | 10 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 10 |
VOYA | VOYA FINL INC COM | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 10 |
ROKU | ROKU INC COM CL A | 10 | 10 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 10 |
PLNT | PLANET FITNESS INC CL | 10 | 10 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q2 2023 | 10 |
CTVA | CORTEVA INC COM | 10 | 10 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 10 |
AMP | AMERIPRISE FINANCIAL | 10 | 10 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
PH | PARKER HANNIFIN CORP | 10 | 10 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q2 2023 | 10 |
PLD | PROLOGIS INC COM | 8 | 2 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 10 |
UBER | UBER TECHNOLOGIES INC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
HLT | HILTON WORLDWIDE HLDG | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
ARE | ALEXANDRIA REAL ESTAT | 8 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 10 |
APD | AIR PRODUCTS & CHEMIC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2023 | 10 |
MNST | MONSTER BEVERAGE CORP | 10 | 10 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q2 2023 | 10 |
QRTEA | QURATE RETAIL INC COM | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 10 |
BIL | SPDR SER TR SPDR BLOO | 6 | 1 | 0.01% | 8.98% | 29.44% | Q3 2019 | Q2 2023 | 9 |
DGRO | ISHARES TRUST CORE DI | 7 | 2 | 0.20% | 1.56% | 4.98% | Q2 2018 | Q4 2022 | 9 |
FTC | FIRST TR LRG CP GRWTH | 9 | 9 | 0.71% | 1.00% | 1.20% | Q4 2017 | Q4 2019 | 9 |
FTA | FIRST TR LRG CP VL AL | 9 | 9 | 0.67% | 0.92% | 1.15% | Q4 2017 | Q4 2019 | 9 |
PFF | ISHARES TRUST PFD AND | 9 | 9 | 0.61% | 0.76% | 0.84% | Q4 2017 | Q4 2019 | 9 |
SPTL | SPDR SERIES TRUST POR | 7 | 2 | 0.13% | 0.46% | 1.42% | Q2 2018 | Q2 2023 | 9 |
SCHP | SCHWAB STRATEGIC TR U | 9 | 9 | 0.25% | 0.42% | 0.88% | Q4 2018 | Q4 2020 | 9 |
LNC | LINCOLN NATL CORP IND | 9 | 9 | 0.01% | 0.30% | 0.47% | Q4 2020 | Q4 2022 | 9 |
STX | SEAGATE TECHNOLOGY HL | 9 | 9 | 0.05% | 0.16% | 0.28% | Q2 2021 | Q2 2023 | 9 |
LNG | CHENIERE ENERGY INC C | 9 | 9 | 0.04% | 0.14% | 0.24% | Q2 2021 | Q2 2023 | 9 |
STX | SEAGATE TECHNOLOGY PL | 9 | 9 | 0.02% | 0.12% | 0.24% | Q1 2019 | Q1 2021 | 9 |
DE | DEERE & CO COM | 9 | 9 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q2 2023 | 9 |
CI | CIGNA HOLDING COMPANY | 9 | 9 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q2 2023 | 9 |
TPR | TAPESTRY INC COM | 9 | 9 | 0.01% | 0.07% | 0.13% | Q2 2021 | Q2 2023 | 9 |
FEYE | FIREEYE INC COM | 9 | 9 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q3 2021 | 9 |
CRNC | CERENCE INC COM | 9 | 9 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q4 2021 | 9 |
AES | AES CORP COM | 9 | 9 | 0.01% | 0.06% | 0.14% | Q2 2021 | Q2 2023 | 9 |
CNP | CENTERPOINT ENERGY IN | 7 | 2 | 0.03% | 0.06% | 0.15% | Q4 2019 | Q2 2023 | 9 |
MTCH | MATCH GROUP INC NEW C | 9 | 9 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q2 2023 | 9 |
ALB | ALBEMARLE CORP COM | 9 | 9 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 9 |
LRGE | LEGG MASON ETF INVEST | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 9 |
WEC | WEC ENERGY GROUP INC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2021 | 9 |
AMD | ADVANCED MICRO DEVICE | 9 | 9 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q2 2023 | 9 |
ASML | ASML HOLDING N V N Y | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
GPRK | GEOPARK LTD USD SHS | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 9 |
COP | CONOCOPHILLIPS COM | 6 | 3 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 9 |
PEP | PEPSICO INC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 9 |
GOOG | ALPHABET INC CAP STK | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
ETN | EATON CORP PLC SHS | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 9 |
LBRDA | LIBERTY BROADBAND COR | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
DNOW | NOW INC COM | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
FWONA | LIBERTY MEDIA CORPORA | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
DGRW | WISDOMTREE TR US QTLY | 7 | 1 | 0.20% | 0.59% | 1.30% | Q2 2021 | Q2 2023 | 8 |
ANGL | VANECK VECTORS ETF TR | 5 | 3 | 0.17% | 0.44% | 0.57% | Q1 2021 | Q2 2023 | 8 |
EFV | ISHARES TR EAFE VALUE | 7 | 1 | 0.20% | 0.38% | 0.46% | Q4 2019 | Q4 2021 | 8 |
IFF | INTL FLAVORS & FRAGRA | 8 | 8 | 0.24% | 0.27% | 0.32% | Q1 2021 | Q4 2022 | 8 |
PHB | INVESCO EXCHNG TRADED | 4 | 1 | 0.02% | 0.21% | 0.46% | Q3 2018 | Q2 2023 | 8 |
XLE | SELECT SECTOR SPDR TR | 4 | 4 | 0.09% | 0.20% | 0.36% | Q4 2017 | Q4 2022 | 8 |
C | CITIGROUP INC COM | 7 | 1 | 0.00% | 0.15% | 0.26% | Q1 2019 | Q2 2023 | 8 |
HUBS | HUBSPOT INC COM | 8 | 8 | 0.08% | 0.11% | 0.19% | Q3 2021 | Q2 2023 | 8 |
WH | WYNDHAM HOTELS & RESO | 8 | 8 | 0.02% | 0.08% | 0.14% | Q1 2021 | Q4 2022 | 8 |
PANW | PALO ALTO NETWORKS IN | 8 | 8 | 0.02% | 0.08% | 0.18% | Q3 2021 | Q2 2023 | 8 |
AMLP | ALPS ETF TR ALERIAN M | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2019 | 8 |
ALGM | ALLEGRO MICROSYSTEMS | 8 | 8 | 0.02% | 0.06% | 0.17% | Q3 2021 | Q2 2023 | 8 |
SLB | SCHLUMBERGER LIMITED | 4 | 4 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q2 2023 | 8 |
HUM | HUMANA INC COM | 5 | 3 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2023 | 8 |
GM | GENERAL MTRS CO COM | 6 | 2 | 0.01% | 0.05% | 0.09% | Q2 2019 | Q2 2023 | 8 |
MUNI | PIMCO ETF TR INTER MU | 4 | 1 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q2 2023 | 8 |
JEF | JEFFERIES FINL GROUP | 8 | 8 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
VICI | VICI PPTYS INC COM | 8 | 8 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
LYFT | LYFT INC CL A COM | 8 | 8 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
AMAT | APPLIED MATLS INC COM | 6 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 8 |
ITM | VANECK VECTORS ETF TR | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 8 |
NOVA | SUNNOVA ENERGY INTL I | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 8 |
GS | GOLDMAN SACHS GROUP I | 4 | 4 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q2 2023 | 8 |
MLN | VANECK VECTORS ETF TR | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q2 2021 | 8 |
STAG | STAG INDUSTRIAL INC C | 7 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 8 |
TSLA | TESLA INC COM | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
NFLX | NETFLIX INC COM | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 8 |
HA | HAWAIIAN HOLDINGS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
CMPS | COMPASS PATHWAYS PLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
APTV | APTIV PLC SHS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
DXCM | DEXCOM INC COM | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
SPLK | SPLUNK INC COM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
LGFB | LIONS GATE ENTERTAINM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
JEPI | J P MORGAN EXCHANGE-T | 7 | 7 | 0.26% | 0.91% | 1.35% | Q4 2021 | Q2 2023 | 7 |
PRFZ | INVESCO FTSE RAFI US | 5 | 2 | 0.40% | 0.69% | 1.00% | Q2 2018 | Q2 2023 | 7 |
PXH | INVESCO FTSE RAFI EME | 5 | 2 | 0.38% | 0.68% | 0.86% | Q2 2018 | Q2 2023 | 7 |
TIP | ISHARES TRUST TIPS BD | 4 | 1 | 0.10% | 0.66% | 1.22% | Q4 2017 | Q4 2020 | 7 |
VLUE | ISHARES TR EDGE MSCI | 3 | 1 | 0.28% | 0.47% | 0.55% | Q4 2018 | Q4 2021 | 7 |
XLY | SELECT SECTOR SPDR TR | 3 | 2 | 0.25% | 0.39% | 0.52% | Q1 2018 | Q3 2022 | 7 |
PGX | INVESCO EXCHNG TRADED | 3 | 1 | 0.05% | 0.31% | 0.61% | Q1 2020 | Q3 2022 | 7 |
VB | VANGUARD INDEX FDS SM | 4 | 1 | 0.00% | 0.29% | 1.08% | Q4 2017 | Q2 2023 | 7 |
XLC | SELECT SECTOR SPDR TR | 4 | 1 | 0.15% | 0.25% | 0.35% | Q3 2018 | Q3 2022 | 7 |
XLV | SELECT SECTOR SPDR TR | 3 | 1 | 0.16% | 0.17% | 0.20% | Q1 2020 | Q2 2023 | 7 |
MMIT | INDEXIQ ACTIVE ETF TR | 7 | 7 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
OVV | OVINTIV INC COM | 7 | 7 | 0.03% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 7 |
CRWD | CROWDSTRIKE HLDGS INC | 7 | 7 | 0.08% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 7 |
WOLFSPEED INC COM | 7 | 7 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q2 2023 | 7 | |
FISV | FISERV INC COM | 7 | 7 | 0.03% | 0.09% | 0.14% | Q4 2021 | Q2 2023 | 7 |
ADI | ANALOG DEVICES INC CO | 6 | 1 | 0.01% | 0.09% | 0.11% | Q1 2020 | Q2 2023 | 7 |
EFIV | SPDR SER TR S&P 500 E | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 7 |
BWA | BORGWARNER INC COM | 5 | 2 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q2 2023 | 7 |
CRL | CHARLES RIV LABS INTL | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 7 |
ETSY | ETSY INC COM | 7 | 7 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2023 | 7 |
PODD | INSULET CORP COM | 7 | 7 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
WDAY | WORKDAY INC CL A | 7 | 7 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q2 2023 | 7 |
ON HLDG AG NAMEN AKT | 7 | 7 | 0.02% | 0.05% | 0.15% | Q4 2021 | Q2 2023 | 7 | |
EHC | ENCOMPASS HEALTH CORP | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2021 | 7 |
LULU | LULULEMON ATHLETICA I | 6 | 1 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q2 2023 | 7 |
AVNT | AVIENT CORPORATION CO | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
LTHM | LIVENT CORP COM | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
ISRG | INTUITIVE SURGICAL IN | 7 | 7 | 0.01% | 0.03% | 0.16% | Q4 2021 | Q2 2023 | 7 |
EVRI | EVERI HLDGS INC COM | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
WMS | ADVANCED DRAIN SYS IN | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
GLPI | GAMING & LEISURE PPTY | 7 | 7 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
QRVO | QORVO INC COM | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
RXN | REXNORD CORP NEW COM | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
MELI | MERCADOLIBRE INC COM | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 7 |
CZR | CAESARS ENTERTAINMENT | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
CMS | CMS ENERGY CORP COM | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
BRKB | BERKSHIRE HATHAWAY IN | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
ALC | ALCON INC ORD SHS | 7 | 7 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q2 2023 | 7 |
NKE | NIKE INC CL B | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
EQIX | EQUINIX INC COM PAR $ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
COST | COSTCO WHSL CORP NEW | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
DOOR | MASONITE INTL CORP NE | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
HSY | HERSHEY FOODS CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
PTRA | PROTERRA INC COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
NERDY INC CL A COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 | |
PXF | INVESCO FTSE RAFI DEV | 3 | 1 | 0.53% | 2.97% | 4.82% | Q2 2018 | Q2 2023 | 6 |
IBM | INTERNATIONAL BUS MAC | 6 | 6 | 0.41% | 0.65% | 0.79% | Q1 2022 | Q2 2023 | 6 |
PWB | INVESCO DYNAMIC LARGE | 6 | 6 | 0.49% | 0.58% | 0.65% | Q2 2018 | Q3 2019 | 6 |
WORLD GOLD TR SPDR GL | 6 | 6 | 0.27% | 0.34% | 0.47% | Q1 2022 | Q2 2023 | 6 | |
EZU | ISHARES INC MSCI EURZ | 2 | 1 | 0.20% | 0.33% | 0.49% | Q4 2019 | Q2 2023 | 6 |
DVYE | ISHARES INC EM MKTS D | 5 | 1 | 0.18% | 0.33% | 0.93% | Q4 2018 | Q1 2021 | 6 |
MOAT | VANECK VECTORS ETF TR | 6 | 6 | 0.27% | 0.30% | 0.33% | Q1 2022 | Q2 2023 | 6 |
DOW | DOW INC COM | 6 | 6 | 0.19% | 0.24% | 0.28% | Q1 2022 | Q2 2023 | 6 |
HTRB | HARTFORD FDS EXCHANGE | 4 | 2 | 0.02% | 0.21% | 0.30% | Q4 2021 | Q2 2023 | 6 |
EWC | ISHARES INC MSCI CDA | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2022 | Q2 2023 | 6 |
ALL | ALLSTATE CORP COM | 6 | 6 | 0.03% | 0.11% | 0.15% | Q1 2022 | Q2 2023 | 6 |
RJF | RAYMOND JAMES FINANCI | 6 | 6 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q2 2023 | 6 |
CTSH | COGNIZANT TECHNOLOGY | 5 | 1 | 0.03% | 0.09% | 0.12% | Q1 2021 | Q3 2022 | 6 |
RWX | SPDR INDEX SHS FDS DJ | 6 | 6 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q2 2021 | 6 |
IRM | IRON MTN INC NEW COM | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 6 |
FBHS | FORTUNE BRANDS HOME & | 6 | 6 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 6 |
JMST | JP MORGAN EXCHANGE TR | 3 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 6 |
KMI | KINDER MORGAN INC DEL | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2020 | 6 |
CHK | CHESAPEAKE ENERGY COR | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
EQT | EQT CORP COM | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
E | ENI S P A SPONSORED A | 6 | 6 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
DEM | WISDOMTREE TR EMER MK | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
NTR | NUTRIEN LTD COM | 6 | 6 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 6 |
PWR | QUANTA SVCS INC COM | 6 | 6 | 0.02% | 0.04% | 0.12% | Q1 2022 | Q2 2023 | 6 |
ANTM | ANTHEM INC COM | 6 | 6 | 0.01% | 0.03% | 0.09% | Q1 2022 | Q2 2023 | 6 |
DOCS | DOXIMITY INC CL A | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
KR | KROGER CO COM | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
SHOP | SHOPIFY INC CL A | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 6 |
J | JACOBS ENGR GROUP INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
ON | ON SEMICONDUCTOR CORP | 4 | 2 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q2 2023 | 6 |
HQY | HEALTHEQUITY INC COM | 4 | 2 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q2 2023 | 6 |
ICLN | ISHARES TR GL CLEAN E | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
SCHW | SCHWAB CHARLES CORP N | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
MRVL | MARVELL TECHNOLOGY GR | 4 | 2 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
INFY | INFOSYS LTD SPONSORED | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
ERIC | ERICSSON ADR B SEK 10 | 6 | 6 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
NDAQ | NASDAQ INC COM | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 6 |
SPGI | S&P GLOBAL INC COM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
HON | HONEYWELL INTL INC CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
MSI | MOTOROLA SOLUTIONS IN | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
NOW | SERVICENOW INC COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
GENERAL ELECTRIC CO C | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 | |
COTY | COTY INC COM CL A | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
PRF | INVESCO FTSE RAFI US | 5 | 5 | 4.42% | 4.80% | 5.50% | Q2 2018 | Q2 2019 | 5 |
PFIG | INVESCO FUNDAMENTAL I | 5 | 5 | 3.48% | 3.80% | 4.24% | Q2 2018 | Q2 2019 | 5 |
QQQM | INVESCO EXCH TRADED F | 5 | 5 | 0.00% | 1.78% | 2.41% | Q2 2022 | Q2 2023 | 5 |
OMFL | INVESCO EXCH TRD SLF | 5 | 5 | 0.00% | 0.99% | 1.43% | Q2 2022 | Q2 2023 | 5 |
SDY | SPDR SERIES TRUST S&P | 5 | 5 | 0.50% | 0.67% | 1.02% | Q4 2018 | Q4 2019 | 5 |
USHY | ISHARES TR BROAD USD | 5 | 5 | 0.48% | 0.59% | 0.69% | Q2 2022 | Q2 2023 | 5 |
MGK | VANGUARD WORLD FD MEG | 5 | 5 | 0.19% | 0.51% | 0.65% | Q4 2021 | Q4 2022 | 5 |
IDEV | ISHARES TRUST CORE MS | 3 | 2 | 0.06% | 0.37% | 0.64% | Q3 2019 | Q4 2021 | 5 |
XLI | SELECT SECTOR SPDR TR | 4 | 1 | 0.15% | 0.30% | 0.48% | Q1 2018 | Q1 2020 | 5 |
SPSB | SPDR SERIES TRUST POR | 5 | 5 | 0.09% | 0.26% | 0.42% | Q2 2022 | Q2 2023 | 5 |
GMF | SPDR INDEX SHS FDS AS | 5 | 5 | 0.16% | 0.21% | 0.36% | Q4 2019 | Q4 2020 | 5 |
APOLLO GLOBAL MGMT IN | 4 | 1 | 0.13% | 0.17% | 0.22% | Q1 2022 | Q2 2023 | 5 | |
TSM | TAIWAN SEMICONDUCTOR | 5 | 5 | 0.04% | 0.12% | 0.19% | Q1 2019 | Q1 2020 | 5 |
APO | APOLLO GLOBAL MANAGEM | 3 | 2 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q4 2021 | 5 |
AGN | ALLERGAN PLC SHS | 5 | 5 | 0.02% | 0.10% | 0.17% | Q1 2019 | Q1 2020 | 5 |
SAP | SAP SE SPON ADR | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q2 2023 | 5 |
IBMK | ISHARES TR IBONDS DEC | 3 | 2 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q3 2022 | 5 |
CCL | CARNIVAL CORP UNITS ( | 5 | 5 | 0.02% | 0.09% | 0.15% | Q1 2019 | Q1 2020 | 5 |
DECK | DECKERS OUTDOOR CORP | 5 | 5 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q1 2022 | 5 |
DEO | DIAGEO ADR SPONSORED | 5 | 5 | 0.02% | 0.08% | 0.16% | Q2 2022 | Q2 2023 | 5 |
IBML | ISHARES TR IBONDS DEC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2022 | 5 |
AZO | AUTOZONE INC COM | 5 | 5 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q2 2023 | 5 |
TGT | TARGET CORP COM | 5 | 5 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 5 |
SYNH | SYNEOS HEALTH INC CL | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2022 | 5 |
DFS | DISCOVER FINL SVCS CO | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
CMPGY | COMPASS GROUP PLC SPO | 3 | 2 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 5 |
SNOW | SNOWFLAKE INC CL A | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 5 |
GPK | GRAPHIC PACKAGING HLD | 5 | 5 | 0.02% | 0.06% | 0.12% | Q2 2022 | Q2 2023 | 5 |
HRI | HERC HLDGS INC COM | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
FANUY | FANUC CORPORATION ADR | 3 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q2 2023 | 5 |
ABNB | AIRBNB INC COM CL A | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 5 |
HYMB | SPDR SERIES TRUST NUV | 5 | 5 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q2 2022 | 5 |
AAP | ADVANCE AUTO PARTS IN | 5 | 5 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q4 2022 | 5 |
WSM | WILLIAMS SONOMA INC C | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
NFE | NEW FORTRESS ENERGY L | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
EBS | EMERGENT BIOSOLUTIONS | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
MLPA | GLOBAL X FDS GLBL X M | 5 | 5 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 5 |
ESGU | ISHARES TRUST ESG MSC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 5 |
WARNER BROS DISCOVERY | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 | |
MXL | MAXLINEAR INC COM | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
NUSC | NUSHARES ETF TR NUVEE | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 5 |
LYSDY | LYNAS RARE EARTHS LTD | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
TXG | 10X GENOMICS INC CL A | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
CHUY | CHUYS HLDGS INC COM | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
PGR | PROGRESSIVE CORP(OHIO | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
BC | BRUNSWICK CORP COM | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
CTAS | CINTAS CORP COM | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
NXPI | NXP SEMICONDUCTORS N | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
PII | POLARIS INDS INC COM | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
TER | TERADYNE INC COM | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
GLIBA | GCI LIBERTY INC COM C | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
MMC | MARSH & MCLENNAN COS | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
SHW | SHERWIN WILLIAMS CO C | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
TEAM | ATLASSIAN CORP PLC CL | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CAT | CATERPILLAR INC COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
INTU | INTUIT COM | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 5 |
EOG | EOG RES INC COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
MDY | SPDR S&P MIDCAP 400 E | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
DTE | DTE ENERGY CO COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
ITW | ILLINOIS TOOL WKS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
DHR | DANAHER CORP COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
WAL | WESTERN ALLIANCE BANC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
ADP | AUTOMATIC DATA PROCES | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
ROLL | RBC BEARINGS INC COM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
ASH | ASHLAND GLOBAL HLDGS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
APG | API GROUP CORP COM ST | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
WOOF | PETCO HEALTH & WELLNE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
AVPT | AVEPOINT INC COM CL A | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
SHV | ISHARES TR SHORT TREA | 2 | 2 | 2.72% | 4.28% | 7.91% | Q1 2018 | Q1 2019 | 4 |
CWI | SPDR INDEX SHS FDS MS | 4 | 4 | 1.65% | 1.68% | 1.72% | Q4 2017 | Q3 2018 | 4 |
SPMD | SPDR SERIES TRUST POR | 2 | 1 | 1.10% | 1.39% | 2.15% | Q4 2017 | Q4 2021 | 4 |
SHYL | XTRACKERS SHRT DUR HI | 4 | 4 | 0.66% | 0.98% | 1.14% | Q1 2018 | Q4 2018 | 4 |
HYLS | FIRST TR EXCHANGE TRA | 4 | 4 | 0.65% | 0.75% | 0.90% | Q1 2018 | Q4 2018 | 4 |
GLD | SPDR GOLD TRUST GOLD | 4 | 4 | 0.67% | 0.73% | 0.82% | Q4 2017 | Q3 2018 | 4 |
BNDX | VANGUARD INTL BD IDX | 3 | 1 | 0.13% | 0.42% | 0.87% | Q4 2018 | Q3 2020 | 4 |
AAXJ | ISHARES TR MSCI AC AS | 2 | 2 | 0.20% | 0.35% | 0.53% | Q4 2020 | Q2 2023 | 4 |
FLOT | ISHARES TR FLTG RATE | 3 | 1 | 0.25% | 0.34% | 0.41% | Q1 2018 | Q1 2022 | 4 |
HDEF | DBX ETF TR XTRACK MSC | 4 | 4 | 0.24% | 0.34% | 0.43% | Q3 2021 | Q2 2022 | 4 |
XTN | SPDR SERIES TRUST S&P | 3 | 1 | 0.19% | 0.28% | 0.37% | Q3 2020 | Q3 2021 | 4 |
DBC | INVESCO DB COMMODITY | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2018 | Q1 2019 | 4 |
COWZ | PACER FDS TR US CASH | 4 | 4 | 0.13% | 0.19% | 0.23% | Q3 2022 | Q2 2023 | 4 |
EMLC | VANECK VECTORS ETF TR | 4 | 4 | 0.09% | 0.16% | 0.28% | Q4 2017 | Q3 2018 | 4 |
HYD | VANECK VECTORS ETF TR | 4 | 4 | 0.13% | 0.16% | 0.23% | Q4 2017 | Q3 2018 | 4 |
TTE | TOTAL SA SPONSORED AD | 4 | 4 | 0.06% | 0.14% | 0.20% | Q1 2019 | Q4 2019 | 4 |
RDSA | ROYAL DUTCH SHELL PLC | 4 | 4 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q4 2019 | 4 |
UTX | UNITED TECHNOLOGIES C | 4 | 4 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q1 2020 | 4 |
RTN | RAYTHEON CO COM NEW | 4 | 4 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q1 2020 | 4 |
HALEON PLC SPON ADS | 4 | 4 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 | |
WING | WINGSTOP INC COM | 4 | 4 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q2 2023 | 4 |
DVN | DEVON ENERGY CORP NEW | 4 | 4 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q4 2021 | 4 |
RH | RH COM | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
AKAM | AKAMAI TECHNOLOGIES I | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 4 |
HDV | ISHARES TR CORE HIGH | 2 | 2 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q1 2021 | 4 |
NTRA | NATERA INC COM | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 4 |
SYY | SYSCO CORP COM | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2023 | 4 |
SEDG | SOLAREDGE TECHNOLOGIE | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
BYD | BOYD GAMING CORP COM | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
DOX | AMDOCS LTD SHS | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
FSLR | FIRST SOLAR INC COM | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 4 |
IGF | ISHARES TR GLB INFRAS | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
ARRY | ARRAY TECHNOLOGIES IN | 2 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 4 |
HWM | HOWMET AEROSPACE INC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q2 2023 | 4 |
AFG | AMERICAN FINANCIAL GR | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
HRC | HILL-ROM HOLDINGS INC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
SHM | SPDR SER TR NUVEEN BL | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
F | FORD MTR CO DEL | 4 | 4 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
YETI | YETI HLDGS INC COM | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 4 |
XSOE | WISDOMTREE TR EM EX S | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
BAH | BOOZ ALLEN HAMILTON H | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
GXO LOGISTICS INCORPO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 | |
URI | UNITED RENTALS INC CO | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
MP | MP MATERIALS CORP COM | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
ROCK | GIBRALTAR INDS INC CO | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2020 | 4 |
VLO | VALERO ENERGY CORP CO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
BRP | BRP GROUP INC COM CL | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
XPO | XPO LOGISTICS INC COM | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
LH | LABORATORY CORP AMER | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
MLHR | MILLER HERMAN INC COM | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
SBUX | STARBUCKS CORP COM | 4 | 4 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 4 |
NOV | NOV INC COM | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 4 |
INSP | INSPIRE MED SYS INC C | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
NOV | NATIONAL OILWELL VARC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
ATVI | ACTIVISION BLIZZARD I | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
CHTR | CHARTER COMMUNICATION | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
MLM | MARTIN MARIETTA MATLS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
KEYS | KEYSIGHT TECHNOLOGIES | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
PRI | PRIMERICA INC COM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 4 |
LZ | LEGALZOOM COM INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
UP | WHEELS UP EXPERIENCE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
FEZ | SPDR INDEX SHS FDS EU | 3 | 3 | 2.39% | 3.22% | 4.05% | Q4 2017 | Q2 2018 | 3 |
SPSM | SPDR SER TR PORTFOLIO | 2 | 1 | 1.79% | 2.28% | 3.12% | Q3 2018 | Q1 2021 | 3 |
VPL | VANGUARD INTL EQUITY | 3 | 3 | 0.56% | 1.22% | 1.80% | Q4 2017 | Q2 2018 | 3 |
PGF | INVESCO FINANCIAL PRE | 3 | 3 | 0.30% | 0.65% | 1.16% | Q2 2018 | Q4 2018 | 3 |
EMR | EMERSON ELEC CO | 3 | 3 | 0.40% | 0.50% | 0.67% | Q4 2022 | Q2 2023 | 3 |
XT | ISHARES TR EXPONEN TE | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2017 | Q2 2018 | 3 |
EAGG | ISHARES TR ESG US AGR | 3 | 3 | 0.25% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
EWI | ISHARES INC MSCI ITAL | 3 | 3 | 0.16% | 0.20% | 0.26% | Q2 2021 | Q4 2021 | 3 |
BBJP | J P MORGAN EXCHANGE-T | 3 | 3 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
XME | SPDR SERIES TRUST S&P | 2 | 1 | 0.14% | 0.18% | 0.27% | Q4 2020 | Q2 2023 | 3 |
RCD | INVESCO EXCHANGE TRAD | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
APOLLO GLOBAL MANAGEM | 2 | 1 | 0.10% | 0.10% | 0.12% | Q2 2020 | Q1 2021 | 3 | |
AVB | AVALONBAY CMNTYS INC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
REM | ISHARES TRUST MORTGE | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2019 | Q4 2019 | 3 |
PBTP | INVESCO EXCHNG TRADED | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
YLDE | LEGG MASON ETF INVT T | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
CSX | CSX CORP | 2 | 1 | 0.02% | 0.07% | 0.10% | Q3 2018 | Q2 2023 | 3 |
AZN | ASTRAZENECA PLC SPONS | 3 | 3 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q2 2023 | 3 |
LSCC | LATTICE SEMICONDUCTOR | 3 | 3 | 0.01% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 3 |
TRAVELERS COMPANIES I | 3 | 3 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2019 | 3 | |
BGRN | ISHARES TR GBL GREEN | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
ESGV | VANGUARD WORLD FD ESG | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
JACOBS SOLUTIONS INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 | |
BUD | ANHEUSER-BUSCH INBEV | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
IBMO | ISHARES TR IBONDS DEC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
HUN | HUNTSMAN CORP COM | 3 | 3 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
ENPH | ENPHASE ENERGY INC CO | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
AMED | AMEDISYS INC COM | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
BSMQ | INVESCO EXCH TRD SLF | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
KLIC | KULICKE & SOFFA INDS | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
PKG | PACKAGING CORP AMER C | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
ANSS | ANSYS INC COM | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
SBNY | SIGNATURE BK NEW YORK | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
HLNE | HAMILTON LANE INC CL | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2021 | 3 |
DGX | QUEST DIAGNOSTICS INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
ZURN WATER SOLUTIONS | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 | |
CPRI | CAPRI HOLDINGS LIMITE | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ZUO | ZUORA INC COM CL A | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
SQM | SOCIEDAD QUIMICA MINE | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
WYNN | WYNN RESORTS LTD COM | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
TJX | TJX COS INC NEW COM | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
OXY | OCCIDENTAL PETROLEUM | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
CCRN | CROSS CTRY HEALTHCARE | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
CHGG | CHEGG INC COM | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
VEGI | ISHARES INC GLB AGRIC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
ARITZIA INC SUB VTG S | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 | |
SIBN | SI BONE INC COM | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
EDV | VANGUARD WORLD FD EXT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
EGHT | 8X8 INC NEW COM | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
WIX | WIX COM LTD SHS | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
EL | ESTEE LAUDER COMPANIE | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FDX | FEDEX CORP COM | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 3 |
HLI | HOULIHAN LOKEY INC CL | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
FRESHWORKS INC CLASS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 3 | |
FIVE | FIVE BELOW INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ALGT | ALLEGIANT TRAVEL CO C | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
ACA | ARCOSA INC COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MHO | M/I HOMES INC COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
UNVR | UNIVAR SOLUTIONS INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
ATLASSIAN CORPORATION | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 | |
SITM | SITIME CORPORATION CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
TXRH | TEXAS ROADHOUSE INC C | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
RRR | RED ROCK RESORTS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SMPL | SIMPLY GOOD FOODS CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PHR | PHREESIA INC COM | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BECN | BEACON ROOFING SUPPLY | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
ROST | ROSS STORES INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BA | BOEING CO COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
LBRT | LIBERTY OILFIELD SVCS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ORLY | O REILLY AUTOMOTIVE I | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HIG | HARTFORD FINL SVCS GR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ACGL | ARCH CAP GROUP LTD OR | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
AEO | AMERICAN EAGLE OUTFIT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KTOS | KRATOS DEFENSE & SEC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PAY | PAYMENTUS HOLDINGS IN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HIMS | HIMS & HERS HEALTH IN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CS DISCO INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 | |
ALLBIRDS INC COM CL A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 | |
PRF | POWERSHARES ETF TRUST | 2 | 2 | 5.71% | 6.31% | 6.92% | Q4 2017 | Q1 2018 | 2 |
PXF | POWERSHARES ETF TR II | 2 | 2 | 5.50% | 5.85% | 6.20% | Q4 2017 | Q1 2018 | 2 |
PFIG | POWERSHARES ETF TR II | 2 | 2 | 4.67% | 4.86% | 5.04% | Q4 2017 | Q1 2018 | 2 |
SPLV | POWERSHARES ETF TR II | 2 | 2 | 3.94% | 4.28% | 4.61% | Q4 2017 | Q1 2018 | 2 |
IDLV | POWERSHARES ETF TR II | 2 | 2 | 3.50% | 3.70% | 3.90% | Q4 2017 | Q1 2018 | 2 |
SLYG | SPDR SERIES TRUST S&P | 2 | 2 | 3.12% | 3.32% | 3.51% | Q2 2018 | Q3 2018 | 2 |
PLW | POWERSHARES ETF TR II | 2 | 2 | 2.25% | 2.34% | 2.44% | Q4 2017 | Q1 2018 | 2 |
INVESCO EXCHANGE TRAD | 1 | 1 | 1.34% | 1.60% | 1.85% | Q4 2019 | Q1 2021 | 2 | |
IHI | ISHARES TR U.S. MED D | 2 | 2 | 1.46% | 1.57% | 1.68% | Q2 2018 | Q3 2018 | 2 |
IXUS | ISHARES TR CORE MSCI | 2 | 2 | 0.71% | 1.43% | 2.14% | Q4 2021 | Q1 2022 | 2 |
XMLV | POWERSHARES ETF TR II | 2 | 2 | 1.32% | 1.39% | 1.46% | Q4 2017 | Q1 2018 | 2 |
PXH | POWERSHARES ETF TR II | 2 | 2 | 1.04% | 1.14% | 1.24% | Q4 2017 | Q1 2018 | 2 |
SPHQ | INVESCO EXCHANGE TRAD | 2 | 2 | 1.10% | 1.13% | 1.16% | Q1 2023 | Q2 2023 | 2 |
EELV | POWERSHARES ETF TR II | 2 | 2 | 1.01% | 1.08% | 1.14% | Q4 2017 | Q1 2018 | 2 |
DXJ | WISDOMTREE TR JAPN HE | 1 | 1 | 0.42% | 1.04% | 1.67% | Q4 2017 | Q4 2019 | 2 |
PRFZ | POWERSHARES ETF TRUST | 2 | 2 | 0.98% | 1.04% | 1.10% | Q4 2017 | Q1 2018 | 2 |
ACWX | ISHARES TRUST MSCI AC | 2 | 2 | 0.06% | 0.98% | 1.91% | Q3 2019 | Q4 2019 | 2 |
RPV | INVESCO EXCHANGE TRAD | 2 | 2 | 0.93% | 0.94% | 0.95% | Q1 2023 | Q2 2023 | 2 |
SPHD | POWERSHARES ETF TR II | 2 | 2 | 0.79% | 0.80% | 0.82% | Q4 2017 | Q1 2018 | 2 |
PWB | POWERSHARES ETF TRUST | 2 | 2 | 0.67% | 0.68% | 0.68% | Q4 2017 | Q1 2018 | 2 |
PGF | POWERSHARES ETF TRUST | 2 | 2 | 0.54% | 0.60% | 0.66% | Q4 2017 | Q1 2018 | 2 |
IWM | ISHARES TR RUSSELL 20 | 2 | 2 | 0.20% | 0.59% | 0.97% | Q4 2020 | Q1 2021 | 2 |
OMFS | INVESCO EXCH TRD SLF | 2 | 2 | 0.49% | 0.50% | 0.51% | Q1 2023 | Q2 2023 | 2 |
XSLV | POWERSHARES ETF TR II | 2 | 2 | 0.47% | 0.48% | 0.50% | Q4 2017 | Q1 2018 | 2 |
RWR | SPDR SERIES TRUST DJ | 2 | 2 | 0.44% | 0.46% | 0.47% | Q2 2018 | Q3 2018 | 2 |
BOND | PIMCO ETF TR ACTIVE B | 2 | 2 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q2 2023 | 2 |
FTSL | FIRST TR EXCHANGE TRA | 2 | 2 | 0.40% | 0.42% | 0.43% | Q1 2018 | Q2 2018 | 2 |
GTO | INVESCO ACTIVELY MANA | 2 | 2 | 0.40% | 0.41% | 0.42% | Q1 2023 | Q2 2023 | 2 |
MTB | M & T BK CORP COM | 2 | 2 | 0.18% | 0.41% | 0.64% | Q1 2023 | Q2 2023 | 2 |
COF | CAPITAL ONE FINL CORP | 2 | 2 | 0.25% | 0.40% | 0.55% | Q1 2023 | Q2 2023 | 2 |
IYC | ISHARES TR U.S. CNSM | 2 | 2 | 0.28% | 0.29% | 0.30% | Q1 2021 | Q2 2021 | 2 |
LINDE PLC SHS | 2 | 2 | 0.27% | 0.28% | 0.29% | Q1 2023 | Q2 2023 | 2 | |
BBJP | JP MORGAN EXCHANGE TR | 2 | 2 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q4 2019 | 2 |
SMH | VANECK VECTORS ETF TR | 2 | 2 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q4 2021 | 2 |
XRT | SPDR SERIES TRUST S&P | 2 | 2 | 0.20% | 0.23% | 0.25% | Q3 2020 | Q4 2020 | 2 |
LDRI | POWERSHARES ETF TR II | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2017 | Q1 2018 | 2 |
EWP | ISHARES INC MSCI SPAI | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q3 2021 | 2 |
JNK | SPDR SER TR BLOOMBERG | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q3 2019 | 2 |
BSX | BOSTON SCIENTIFIC COR | 2 | 2 | 0.13% | 0.16% | 0.20% | Q1 2023 | Q2 2023 | 2 |
BKLN | POWERSHARES ETF TRUST | 2 | 2 | 0.09% | 0.15% | 0.20% | Q4 2017 | Q1 2018 | 2 |
DBC | POWERSHARES DB CMDTY | 2 | 2 | 0.07% | 0.14% | 0.21% | Q4 2017 | Q1 2018 | 2 |
PCY | POWERSHARES ETF TR II | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2017 | Q1 2018 | 2 |
MCHI | ISHARES TR MSCI CHINA | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
LVS | LAS VEGAS SANDS CORP | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q2 2023 | 2 |
BBT | BB&T CORP COM | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q3 2019 | 2 |
APO | APOLLO GLOBAL MGMT IN | 1 | 1 | 0.02% | 0.10% | 0.18% | Q3 2019 | Q1 2023 | 2 |
BAB | POWERSHARES ETF TR II | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
PGHY | POWERSHARES ETF TRUST | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q1 2018 | 2 |
CROX | CROCS INC COM | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
STE | STERIS PLC SHS USD | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
WBS | WEBSTER FINL CORP CON | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
FTNT | FORTINET INC COM | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2022 | Q2 2023 | 2 |
HALO | HALOZYME THERAPEUTICS | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
RGA | REINSURANCE GROUP AME | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
TFI | SPDR SERIES TRUST NUV | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2022 | 2 |
SMB | VANECK VECTORS ETF TR | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
H | HYATT HOTELS CORP COM | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q2 2023 | 2 |
MU | MICRON TECHNOLOGY INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
KDP | KEURIG DR PEPPER INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
APC | ANADARKO PETE CORP CO | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q2 2019 | 2 |
BABA | ALIBABA GROUP HOLDING | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
MLCO | MELCO RESORT ENTERTAI | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
WCC | WESCO INTL INC COM | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
ASCCY | ASICS CORP UNSPONSORD | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
ALK | ALASKA AIR GROUP INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
AEHR | AEHR TEST SYSTEMS COM | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
SF | STIFEL FINL CORP COM | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
LW | LAMB WESTON HLDGS INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
OII | OCEANEERING INTL INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
NULG | NUSHARES ETF TR NUVEE | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
FMC | F M C CORP COM NEW | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
BUG | GLOBAL X FDS CYBRSCUR | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
FOUR | SHIFT4 PMTS INC CL A | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
MNDY | MONDAY COM LTD SHS | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q2 2023 | 2 |
GD | GENERAL DYNAMICS CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
PD | PAGERDUTY INC COM | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
SABR | SABRE CORP COM | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
ANET | ARISTA NETWORKS INC C | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
LLL | L3 TECHNOLOGIES INC C | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
BELLRING DISTR LLC CO | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 | |
DOCN | DIGITALOCEAN HLDGS IN | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
NUMV | NUSHARES ETF TR NUVEE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
TREX | TREX CO INC COM | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
SNPS | SYNOPSYS INC COM | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
ZG | ZILLOW GROUP INC CL A | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ALSN | ALLISON TRANSMISSION | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
WRK | WESTROCK CO COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
U | UNITY SOFTWARE INC CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
STWD | STARWOOD PROPERTY TRU | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
GRMN | GARMIN LTD SHS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
XLRE | SELECT SECTOR SPDR TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CTLT | CATALENT INC COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ONEM | 1LIFE HEALTHCARE INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
INFO | IHS MARKIT LTD SHS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
ONTO | ONTO INNOVATION INC C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BWXT | BWX TECHNOLOGIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MCK | MCKESSON CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FLYW | FLYWIRE CORPORATION C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ITGR | INTEGER HLDGS CORP CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
AIR | AAR CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SCHA | SCHWAB STRATEGIC TR U | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HAE | HAEMONETICS CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MTDR | MATADOR RES CO COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TPH | TRI POINTE GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BOOT | BOOT BARN HLDGS INC C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MAS | MASCO CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
REXR | REXFORD INDL RLTY INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
EXPE | EXPEDIA INC DEL COM N | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PAYCOR HCM INC COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 | |
TRP | TC ENERGY CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SE | SEA LTD SPONSORED ADS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RVNC | REVANCE THERAPEUTICS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ICLR | ICON PLC SHS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
PTCT | PTC THERAPEUTICS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
NYT | NEW YORK TIMES CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
LYV | LIVE NATION ENTERTAIN | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
KMT | KENNAMETAL INC COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
VNT | VONTIER CORPORATION C | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FRPT | FRESHPET INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AEE | AMEREN CORP COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PRVA | PRIVIA HEALTH GROUP I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EVR | EVERCORE INC CLASS A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IDXX | IDEXX LABS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EFX | EQUIFAX INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CERT | CERTARA INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SHOO | MADDEN STEVEN LTD COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GVA | GRANITE CONSTR INC CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TDY | TELEDYNE TECHNOLOGIES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BKI | BLACK KNIGHT INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VIAV | VIAVI SOLUTIONS INC C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BRIDGE INVT GROUP HLD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 | |
NLY | ANNALY CAP MGMT INC C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EYPT | EYEPOINT PHARMACEUTIC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MQ | MARQETA INC CLASS A C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HRTX | HERON THERAPEUTICS IN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RENT THE RUNWAY INC C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 | |
FXI | ISHARES TR CHINA LG-C | 1 | 1 | 4.61% | 4.61% | 4.61% | Q2 2019 | Q2 2019 | 1 |
INVESCO EXCHANGE TRAD | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2021 | Q1 2021 | 1 | |
BKF | ISHARES INC MSCI BRIC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q1 2019 | Q1 2019 | 1 |
IEUS | ISHARES TR DEVSMCP EX | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2019 | Q1 2019 | 1 |
ITA | ISHARES TR US AER DEF | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2017 | Q4 2017 | 1 |
SCHM | SCHWAB STRATEGIC TR U | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2019 | Q3 2019 | 1 |
VCIT | VANGUARD SCOTTSDALE F | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2017 | Q4 2017 | 1 |
VDE | VANGUARD WORLD FDS EN | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2019 | Q4 2019 | 1 |
INVESCO EXCHNG TRADED | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 | |
INVESCO EXCHANGE TRAD | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 | |
IGOV | ISHARES TR INTL TREA | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
INVESCO EXCHANGE TRAD | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 | |
CRH | CRH PLC ADR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
DIAL | COLUMBIA ETF TR I DIV | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
XLB | SELECT SECTOR SPDR TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
HYGH | ISHARES US ETF TR IT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
PHO | INVESCO EXCHANGE TRAD | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
VBR | VANGUARD INDEX FDS SM | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
XHB | SPDR SERIES TRUST S&P | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
FPE | FIRST TR EXCHANGE-TRA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
EUFN | ISHARES TR MSCI EURO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
LDRI | Invesco LadderRite 0- | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
APOLLO GLOBAL MANAGEM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 | |
EWU | ISHARES TR MSCI UK ET | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
EWA | ISHARES INC MSCI AUST | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
GLOBAL X FDS GLOBX SU | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 | |
ICVT | ISHARES TR CONV BD ET | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
INVESCO EXCHANGE TRAD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 | |
SRC | SPIRIT REALTY CAPITAL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
WAT | WATERS CORP COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
PSA | PUBLIC STORAGE COM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
BSMN | INVESCO EXCH TRD SLF | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ACLS | AXCELIS TECHNOLOGIES | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BSMO | INVESCO EXCH TRD SLF | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PINS | PINTEREST INC CL A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
VAR | VARIAN MED SYS INC CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
NUMG | NUSHARES ETF TR NUVEE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
TARGET CORP COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 | |
FIGS | FIGS INC CL A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SWAV | SHOCKWAVE MED INC COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SKIN | THE BEAUTY HEALTH COM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AON | AON PLC SHS CL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TT | TRANE TECHNOLOGIES PL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
IBMP | ISHARES TR IBONDS DEC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DAL | DELTA AIR LINES INC C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
IR | INGERSOLL-RAND PLC CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CARR | CARRIER GLOBAL CORPOR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WWE | WORLD WRESTLING ENTMT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OKE | ONEOK INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
RCL | ROYAL CARIBBEAN CRUIS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EPAM | EPAM SYS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IIPR | INNOVATIVE INDL PPTYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SMG | SCOTTS MIRACLE GRO CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
AMYLYX PHARMACEUTICAL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 | |
SMAR | SMARTSHEET INC COM CL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
STOR | STORE CAP CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GSHD | GOOSEHEAD INS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
UPWK | UPWORK INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GITLAB INC CLASS A CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 | |
RMD | RESMED INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NATIONAL OILWELL VARC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 | |
VYMI | VANGUARD WHITEHALL FD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GWPH | GW PHARMACEUTICALS PL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SPTM | SPDR SERIES TRUST POR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
RAMP | LIVERAMP HLDGS INC CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BKNG | BOOKING HLDGS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FRC | FIRST REP BK SAN FRAN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PNW | PINNACLE WEST CAP COR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CASY | CASEYS GEN STORES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ITCI | INTRA CELLULAR THERAP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ZBH | ZIMMER BIOMET HLDGS I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PORTILLOS INC COM CL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
ATS CORPORATION COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 | |
INSM | INSMED INC COM PAR $. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
APH | AMPHENOL CORP NEW CL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
REGN | REGENERON PHARMACEUTI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DASH | DOORDASH INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AMRN | AMARIN CORP PLC SPONS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SONO | SONOS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PNFP | PINNACLE FINL PARTNER | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EDR | ENDEAVOR GROUP HLDGS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
REZI | RESIDEO TECHNOLOGIES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BSY | BENTLEY SYS INC COM C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AXON | AXON ENTERPRISE INC C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PEB | PEBBLEBROOK HOTEL TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DAWN | DAY ONE BIOPHARMACEUT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TASK | TASKUS INC CLASS A CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BTRS | BTRS HOLDINGS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
REDG | RED GIANT ENTMT INC C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
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The securities at the top of the list , including ISHARES TRUST CORE S&P, VANGUARD SPECIALIZED, and ISHARES TRUST MBS ETF, are the highest-conviction holdings of PFS INVESTMENTS INC..
The conviction is calculated by counting the number of quarters a security has been reported by PFS INVESTMENTS INC.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PFS INVESTMENTS INC. owns currently or has owned in the past.