501 is the total number of securities CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has owned. The longest CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has owned a single stock is 41 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
VWO | VANGUARD INTL EQUITY I... | 27 | 14 | 0.11% | 0.89% | 8.26% | Q2 2013 | Q3 2023 | 41 |
SCHG | Schwab US Large Cap Gr... | 27 | 4 | 1.25% | 5.17% | 17.98% | Q2 2013 | Q3 2023 | 40 |
SCHV | Schwab US Large Cap Va... | 27 | 4 | 0.58% | 4.67% | 17.13% | Q2 2013 | Q3 2023 | 40 |
IVW | ISHARES TR | 27 | 4 | 1.52% | 4.25% | 7.40% | Q2 2013 | Q3 2023 | 40 |
IVE | ISHARES TR | 27 | 4 | 1.17% | 4.16% | 7.66% | Q2 2013 | Q3 2023 | 40 |
VEA | VANGUARD TAX-MANAGED I... | 27 | 4 | 0.62% | 3.52% | 8.32% | Q2 2013 | Q3 2023 | 40 |
IJH | ISHARES TR | 27 | 4 | 0.94% | 2.35% | 3.96% | Q2 2013 | Q3 2023 | 40 |
SDY | SPDR S&P Dividend | 27 | 4 | 0.20% | 1.98% | 9.06% | Q2 2013 | Q3 2023 | 40 |
SCHF | SCHWAB STRATEGIC TR | 27 | 4 | 0.29% | 1.46% | 8.10% | Q2 2013 | Q3 2023 | 40 |
IJR | iShares Tr S&P Mid Cap... | 27 | 4 | 0.30% | 1.16% | 2.64% | Q2 2013 | Q3 2023 | 40 |
VGK | VANGUARD INTL EQUITY I... | 26 | 14 | 0.06% | 0.21% | 1.43% | Q3 2013 | Q3 2023 | 40 |
VPL | Vanguard Pacific ETF | 26 | 14 | 0.04% | 0.13% | 0.26% | Q3 2013 | Q3 2023 | 40 |
IWD | ISHARES TR | 26 | 4 | 0.23% | 0.68% | 1.52% | Q3 2013 | Q3 2023 | 39 |
IWF | ISHARES TR | 26 | 4 | 0.23% | 0.67% | 1.32% | Q3 2013 | Q3 2023 | 39 |
EFA | ISHARES TR | 26 | 4 | 0.06% | 0.54% | 1.86% | Q3 2013 | Q3 2023 | 39 |
VTV | Vanguard Value ETF | 26 | 4 | 0.13% | 0.53% | 3.89% | Q3 2013 | Q3 2023 | 39 |
DON | WISDOMTREE TR | 26 | 4 | 0.07% | 0.45% | 1.40% | Q3 2013 | Q3 2023 | 39 |
VUG | VANGUARD INDEX FDS | 26 | 4 | 0.11% | 0.33% | 0.65% | Q3 2013 | Q3 2023 | 39 |
NMZ | Nuveen Muni High Inc O... | 26 | 4 | 0.02% | 0.32% | 1.25% | Q3 2013 | Q3 2023 | 39 |
IWM | ISHARES TR | 26 | 4 | 0.13% | 0.28% | 0.54% | Q3 2013 | Q3 2023 | 39 |
NAD | NUVEEN QUALITY MUNCP I... | 26 | 4 | 0.03% | 0.21% | 0.47% | Q3 2013 | Q3 2023 | 39 |
EEM | ISHARES TR | 26 | 4 | 0.06% | 0.20% | 0.60% | Q3 2013 | Q3 2023 | 39 |
T | AT&T INC | 26 | 1 | 0.01% | 0.08% | 0.18% | Q3 2013 | Q3 2023 | 39 |
SCHX | Schwab U.S. Large-Cap ETF | 27 | 2 | 0.04% | 0.33% | 2.44% | Q2 2013 | Q3 2023 | 38 |
MHI | Pioneer Muni Hi Income... | 26 | 3 | 0.02% | 0.19% | 0.79% | Q3 2013 | Q2 2023 | 38 |
MAV | Pioneer Muni Hi Income | 26 | 3 | 0.02% | 0.13% | 0.57% | Q3 2013 | Q2 2023 | 38 |
USCI | US Commodity Index Fund | 16 | 4 | 0.03% | 0.09% | 0.19% | Q3 2013 | Q3 2023 | 38 |
PFE | PFIZER INC | 22 | 2 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 38 |
XOM | EXXON MOBIL CORP | 21 | 2 | 0.02% | 0.15% | 0.32% | Q4 2013 | Q3 2023 | 37 |
FGD | First Trust DJ Gbl Sel... | 27 | 9 | 0.02% | 0.72% | 3.92% | Q2 2013 | Q2 2022 | 36 |
KO | COCA COLA CO | 21 | 14 | 0.03% | 0.17% | 0.36% | Q4 2014 | Q3 2023 | 35 |
BAC | BK OF AMERICA CORP | 21 | 14 | 0.02% | 0.15% | 0.27% | Q4 2014 | Q3 2023 | 35 |
RQI | COHEN & STEERS QUALITY... | 21 | 1 | 0.01% | 0.15% | 2.99% | Q2 2014 | Q3 2023 | 35 |
NUV | Nuveen Mun Value Fund | 18 | 4 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 35 |
IEFA | ISHARES TR | 20 | 14 | 0.32% | 6.18% | 15.38% | Q1 2015 | Q3 2023 | 34 |
EXC | EXELON CORP | 20 | 14 | 0.05% | 0.17% | 0.36% | Q1 2015 | Q3 2023 | 34 |
MRK | MERCK & CO INC NEW | 20 | 14 | 0.07% | 0.15% | 0.27% | Q1 2015 | Q3 2023 | 34 |
PCG | PG&E CORP | 20 | 14 | 0.01% | 0.12% | 0.36% | Q1 2015 | Q3 2023 | 34 |
MUB | ISHARES TR | 20 | 4 | 1.10% | 6.69% | 9.94% | Q1 2015 | Q3 2023 | 33 |
AGG | Ishares Tr Barclays Ag... | 20 | 4 | 0.44% | 6.36% | 10.00% | Q1 2015 | Q3 2023 | 33 |
EMB | ISHARES TR | 19 | 14 | 0.05% | 1.54% | 2.50% | Q2 2015 | Q3 2023 | 33 |
SCHZ | Schwab U.S. Aggregate ... | 20 | 4 | 0.15% | 1.13% | 2.34% | Q1 2015 | Q3 2023 | 33 |
IXUS | ISHARES TR | 19 | 14 | 0.22% | 1.08% | 2.64% | Q2 2015 | Q3 2023 | 33 |
AAPL | APPLE INC | 19 | 14 | 0.20% | 0.49% | 2.74% | Q2 2015 | Q3 2023 | 33 |
IEMG | ISHARES INC | 19 | 4 | 1.09% | 2.14% | 3.16% | Q2 2015 | Q3 2023 | 32 |
ITOT | ISHARES TR | 19 | 4 | 0.42% | 1.79% | 3.56% | Q2 2015 | Q3 2023 | 32 |
PFF | ISHARES TR | 19 | 4 | 0.13% | 1.07% | 2.88% | Q2 2015 | Q3 2023 | 32 |
HDV | ISHARES TR | 19 | 4 | 0.05% | 0.63% | 1.93% | Q2 2015 | Q3 2023 | 32 |
NEA | NUVEEN AMT FREE QLTY M... | 19 | 4 | 0.04% | 0.15% | 0.30% | Q2 2015 | Q3 2023 | 32 |
IIM | INVESCO VALUE MUN INCO... | 25 | 7 | 0.01% | 0.07% | 0.17% | Q4 2013 | Q4 2021 | 32 |
HEFA | ISHARES TR | 14 | 6 | 0.01% | 0.32% | 0.84% | Q2 2015 | Q3 2023 | 31 |
PG | PROCTER & GAMBLE CO | 16 | 1 | 0.08% | 0.14% | 0.27% | Q2 2015 | Q3 2023 | 31 |
SCHB | SCHWAB STRATEGIC TR | 17 | 4 | 0.74% | 1.96% | 3.10% | Q4 2015 | Q3 2023 | 30 |
VEU | VANGUARD INTL EQUITY I... | 9 | 4 | 0.06% | 1.11% | 4.58% | Q2 2013 | Q3 2023 | 30 |
FLOT | ISHARES TR | 19 | 1 | 0.02% | 1.05% | 4.74% | Q3 2013 | Q4 2022 | 30 |
ORCL | ORACLE CORP | 25 | 2 | 0.02% | 0.12% | 0.20% | Q3 2013 | Q3 2021 | 30 |
TFI | SPDR SER TR | 16 | 4 | 0.17% | 1.23% | 3.94% | Q1 2016 | Q3 2023 | 29 |
IGSB | ISHARES TR | 18 | 11 | 0.02% | 1.03% | 4.69% | Q3 2015 | Q4 2022 | 29 |
SHY | ISHARES TR | 12 | 4 | 0.03% | 0.53% | 2.02% | Q4 2015 | Q3 2023 | 29 |
IDV | ISHARES TR | 19 | 1 | 0.03% | 0.49% | 3.74% | Q2 2013 | Q2 2022 | 29 |
MBB | ISHARES TR | 9 | 1 | 0.12% | 0.39% | 1.41% | Q2 2015 | Q3 2023 | 29 |
HYG | ISHARES TR | 26 | 2 | 0.02% | 1.00% | 2.15% | Q3 2013 | Q3 2021 | 28 |
BMY | BRISTOL-MYERS SQUIBB CO | 14 | 2 | 0.02% | 0.08% | 0.16% | Q2 2015 | Q3 2023 | 28 |
NVG | NUVEEN ENHANCED AMT FR... | 14 | 4 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 28 |
SUB | ISHARES TR | 14 | 4 | 0.03% | 1.46% | 3.16% | Q3 2016 | Q3 2023 | 27 |
BSV | Vanguard Short Term Bo... | 19 | 1 | 0.07% | 0.40% | 1.43% | Q3 2013 | Q4 2021 | 27 |
SHM | SPDR SER TR | 16 | 2 | 0.01% | 0.33% | 0.82% | Q1 2016 | Q2 2023 | 27 |
DVY | ISHARES TR | 10 | 1 | 0.06% | 0.17% | 0.33% | Q2 2015 | Q3 2023 | 27 |
MSFT | MICROSOFT CORP | 14 | 1 | 0.08% | 0.31% | 1.05% | Q4 2015 | Q3 2023 | 26 |
HRL | HORMEL FOODS CORP | 23 | 1 | 0.01% | 0.14% | 0.29% | Q3 2013 | Q1 2022 | 26 |
ENB | ENBRIDGE INC | 14 | 12 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 26 |
GE | General Electric Company | 25 | 25 | 0.03% | 0.18% | 0.38% | Q4 2013 | Q4 2019 | 25 |
IAU | ISHARES GOLD TRUST | 21 | 4 | 0.01% | 0.11% | 0.51% | Q3 2013 | Q1 2021 | 25 |
WBA | WALGREENS BOOTS ALLIAN... | 10 | 1 | 0.01% | 0.09% | 0.17% | Q4 2014 | Q3 2023 | 25 |
ROK | ROCKWELL AUTOMATION INC | 14 | 10 | 0.27% | 1.74% | 4.22% | Q3 2016 | Q3 2023 | 24 |
DVN | DEVON ENERGY CORP NEW | 14 | 10 | 0.05% | 1.13% | 3.27% | Q3 2016 | Q3 2023 | 24 |
MATW | MATTHEWS INTL CORP | 14 | 10 | 0.01% | 0.14% | 0.44% | Q3 2016 | Q3 2023 | 24 |
INTC | INTEL CORP | 14 | 1 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 24 |
EDD | MORGAN STANLEY EM MKTS... | 23 | 23 | 0.02% | 0.40% | 2.81% | Q1 2014 | Q3 2019 | 23 |
IWV | Russell 3000 Index I S... | 21 | 2 | 0.08% | 0.34% | 0.58% | Q3 2013 | Q3 2021 | 23 |
MCD | MCDONALDS CORP | 21 | 2 | 0.04% | 0.30% | 0.42% | Q4 2013 | Q3 2021 | 23 |
IBND | SPDR SER TR | 16 | 7 | 0.09% | 0.27% | 0.43% | Q1 2016 | Q4 2021 | 23 |
C | CITIGROUP INC | 20 | 1 | 0.02% | 0.11% | 0.19% | Q1 2015 | Q1 2022 | 23 |
CVX | CHEVRON CORP NEW | 14 | 1 | 0.04% | 0.11% | 0.19% | Q2 2015 | Q3 2023 | 23 |
EMHY | ISHARES INC | 12 | 1 | 0.02% | 0.63% | 1.53% | Q2 2015 | Q2 2022 | 22 |
USB | US Bank Corp | 19 | 3 | 0.07% | 0.60% | 1.53% | Q3 2013 | Q1 2019 | 22 |
IEI | ISHARES TR | 10 | 1 | 0.01% | 0.50% | 0.99% | Q3 2013 | Q3 2021 | 22 |
GOVT | ISHARES TR | 14 | 8 | 0.12% | 0.44% | 1.33% | Q1 2018 | Q3 2023 | 22 |
USIG | ISHARES TR | 14 | 8 | 0.16% | 0.42% | 0.79% | Q1 2018 | Q3 2023 | 22 |
NEE | NEXTERA ENERGY INC | 12 | 10 | 0.05% | 0.16% | 0.78% | Q3 2016 | Q3 2023 | 22 |
IBML | ISHARES TR | 9 | 4 | 0.03% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 22 |
IBDO | ISHARES TR | 14 | 4 | 0.03% | 0.12% | 0.39% | Q4 2017 | Q3 2023 | 22 |
CSCO | Cisco Systems Inc. | 10 | 1 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 22 |
IVV | ISHARES TR | 9 | 4 | 0.28% | 1.39% | 1.93% | Q1 2018 | Q3 2023 | 21 |
CWI | SPDR INDEX SHS FDS | 9 | 4 | 0.76% | 1.13% | 1.56% | Q1 2018 | Q3 2023 | 21 |
TIP | ISHARES TR | 10 | 1 | 0.04% | 0.64% | 1.76% | Q2 2015 | Q3 2023 | 21 |
FFTY | INNOVATOR ETFS TR | 12 | 9 | 0.01% | 0.15% | 0.37% | Q4 2017 | Q2 2023 | 21 |
VZ | VERIZON COMMUNICATIONS... | 14 | 1 | 0.01% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 21 |
PXH | Powershares RAFI Emerg... | 20 | 20 | 0.06% | 1.74% | 6.36% | Q2 2013 | Q1 2018 | 20 |
PRFZ | INVESCO EXCHANGE TRADE... | 9 | 4 | 0.07% | 0.20% | 0.41% | Q2 2018 | Q3 2023 | 20 |
IBDP | ISHARES TR | 14 | 2 | 0.03% | 0.10% | 0.31% | Q4 2017 | Q3 2023 | 20 |
IBMM | ISHARES TR | 9 | 4 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 20 |
NOBL | PROSHARES TR | 14 | 5 | 0.29% | 2.90% | 10.02% | Q4 2018 | Q3 2023 | 19 |
CVY | Guggenheim Multi Asset... | 19 | 19 | 0.03% | 2.48% | 6.47% | Q3 2013 | Q1 2018 | 19 |
PRFZ | PowerShares FTSE US 15... | 19 | 19 | 0.40% | 1.54% | 3.49% | Q3 2013 | Q1 2018 | 19 |
LQD | ISHARES TR | 12 | 1 | 0.02% | 0.50% | 1.24% | Q3 2013 | Q4 2022 | 19 |
CBSH | Commerce Bancshares In... | 19 | 19 | 0.10% | 0.22% | 0.40% | Q3 2013 | Q1 2018 | 19 |
VTIP | Vanguard Shrt-Term Inf... | 12 | 1 | 0.02% | 0.19% | 0.54% | Q3 2013 | Q3 2023 | 19 |
MO | ALTRIA GROUP INC | 10 | 1 | 0.02% | 0.10% | 0.16% | Q2 2015 | Q3 2021 | 19 |
SCHE | SCHWAB STRATEGIC TR | 9 | 1 | 0.04% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 19 |
SPY | SPDR S&P 500 ETF TR | 14 | 1 | 0.16% | 0.33% | 0.77% | Q2 2015 | Q3 2023 | 18 |
IBMK | ISHARES TR | 9 | 9 | 0.04% | 0.18% | 0.31% | Q4 2017 | Q2 2022 | 18 |
IBDN | ISHARES TR | 10 | 4 | 0.03% | 0.11% | 0.34% | Q4 2017 | Q3 2022 | 18 |
IBDR | ISHARES TR | 14 | 4 | 0.03% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 18 |
FNDF | SCHWAB STRATEGIC TR | 9 | 4 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 18 |
F | FORD MTR CO DEL | 9 | 3 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 18 |
VOO | VANGUARD INDEX FDS | 9 | 1 | 0.25% | 5.85% | 12.11% | Q2 2015 | Q3 2023 | 17 |
BND | VANGUARD BD INDEX FDS | 9 | 1 | 0.07% | 0.95% | 2.12% | Q2 2015 | Q3 2023 | 17 |
BA | BOEING CO | 10 | 1 | 0.06% | 0.51% | 1.05% | Q3 2016 | Q4 2022 | 17 |
IGIB | ISHARES TR | 8 | 2 | 0.01% | 0.34% | 1.46% | Q1 2016 | Q3 2021 | 17 |
AMLP | ALPS ETF TR | 17 | 17 | 0.03% | 0.24% | 0.69% | Q4 2015 | Q4 2019 | 17 |
CALM | CAL MAINE FOODS INC | 17 | 17 | 0.07% | 0.17% | 1.31% | Q4 2014 | Q4 2018 | 17 |
AWR | AMERICAN STS WTR CO | 17 | 17 | 0.10% | 0.12% | 0.18% | Q4 2014 | Q4 2018 | 17 |
NZF | NUVEEN MUNICIPAL CREDI... | 9 | 4 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 17 |
OEF | ISHARES TR | 10 | 1 | 0.05% | 0.41% | 1.10% | Q2 2015 | Q3 2021 | 16 |
DGRO | ISHARES TR | 14 | 2 | 0.07% | 0.37% | 0.96% | Q3 2019 | Q3 2023 | 16 |
VTI | VANGUARD INDEX FDS | 14 | 2 | 0.14% | 0.24% | 0.79% | Q3 2016 | Q3 2023 | 16 |
IEF | ISHARES TR | 6 | 1 | 0.03% | 0.21% | 0.51% | Q1 2017 | Q3 2023 | 16 |
SBAC | SBA COMMUNICATIONS COR... | 14 | 2 | 0.06% | 0.17% | 0.41% | Q3 2019 | Q3 2023 | 16 |
VT | VANGUARD INTL EQUITY I... | 9 | 3 | 0.12% | 0.17% | 0.20% | Q2 2019 | Q3 2023 | 16 |
MDT | MEDTRONIC PLC | 10 | 2 | 0.03% | 0.12% | 0.18% | Q2 2015 | Q3 2021 | 16 |
SHYD | VANECK VECTORS ETF TRUST | 14 | 2 | 0.01% | 0.11% | 0.45% | Q3 2019 | Q3 2023 | 16 |
IBDQ | ISHARES TR | 14 | 2 | 0.03% | 0.08% | 0.22% | Q3 2019 | Q3 2023 | 16 |
SPYG | SPDR SER TR | 9 | 2 | 0.04% | 1.02% | 1.52% | Q3 2019 | Q3 2023 | 15 |
IBMJ | ISHARES TR | 9 | 6 | 0.04% | 0.28% | 0.47% | Q4 2017 | Q3 2021 | 15 |
SCHM | SCHWAB STRATEGIC TR | 9 | 2 | 0.05% | 0.15% | 0.24% | Q3 2019 | Q3 2023 | 15 |
IBDM | ISHARES TR | 9 | 6 | 0.02% | 0.09% | 0.15% | Q4 2017 | Q3 2021 | 15 |
IBMQ | ISHARES TR | 9 | 2 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q3 2023 | 15 |
SBUX | STARBUCKS CORP | 10 | 2 | 0.02% | 0.08% | 0.13% | Q3 2017 | Q3 2021 | 15 |
IBMN | ISHARES TR | 9 | 2 | 0.02% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 15 |
IWR | ISHARES TR | 9 | 1 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 15 |
BTT | BLACKROCK MUN TARGET T... | 9 | 2 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 15 |
WPM | WHEATON PRECIOUS METAL... | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
QUAL | ISHARES TR | 14 | 14 | 0.40% | 2.10% | 6.48% | Q2 2020 | Q3 2023 | 14 |
JPST | J P MORGAN EXCHANGE-TR... | 14 | 14 | 0.69% | 1.65% | 3.56% | Q2 2020 | Q3 2023 | 14 |
VIG | VANGUARD SPECIALIZED P... | 9 | 1 | 0.04% | 1.49% | 3.44% | Q2 2015 | Q3 2023 | 14 |
SPLV | INVESCO EXCH TRADED FD... | 9 | 1 | 0.18% | 0.83% | 1.01% | Q4 2019 | Q3 2023 | 14 |
IQLT | ISHARES TR | 14 | 14 | 0.07% | 0.64% | 2.40% | Q2 2020 | Q3 2023 | 14 |
XLU | SELECT SECTOR SPDR TR | 14 | 14 | 0.02% | 0.15% | 0.34% | Q2 2020 | Q3 2023 | 14 |
GGP | GENERAL GROWTH PPTYS I... | 14 | 14 | 0.06% | 0.14% | 0.19% | Q3 2013 | Q4 2016 | 14 |
IBMO | ISHARES TR | 9 | 1 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 14 |
VCSH | VANGUARD SCOTTSDALE FDS | 9 | 5 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q2 2022 | 14 |
EFV | ISHARES TR | 7 | 3 | 0.02% | 0.06% | 0.29% | Q2 2015 | Q3 2023 | 14 |
IBDS | ISHARES TR | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
IBDT | ISHARES TR | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
VTEB | VANGUARD MUN BD FDS | 9 | 4 | 1.56% | 2.53% | 3.59% | Q2 2020 | Q3 2023 | 13 |
VCIT | VANGUARD SCOTTSDALE FDS | 9 | 1 | 0.04% | 0.40% | 1.39% | Q2 2015 | Q4 2022 | 13 |
MMM | 3M CO | 11 | 1 | 0.02% | 0.33% | 0.55% | Q2 2015 | Q3 2021 | 13 |
ICSH | ISHARES TR | 13 | 13 | 0.03% | 0.24% | 0.90% | Q3 2020 | Q3 2023 | 13 |
ABBV | ABBVIE INC | 10 | 1 | 0.03% | 0.12% | 0.20% | Q3 2016 | Q1 2022 | 13 |
ABT | ABBOTT LABS | 10 | 1 | 0.04% | 0.09% | 0.15% | Q3 2016 | Q4 2022 | 13 |
VXUS | VANGUARD STAR FDS | 9 | 4 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
PXH | INVESCO EXCH TRADED FD... | 7 | 6 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2022 | 13 |
EPD | ENTERPRISE PRODS PARTN... | 9 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
JMST | J P MORGAN EXCHANGE-TR... | 8 | 4 | 0.46% | 1.99% | 4.89% | Q3 2020 | Q3 2023 | 12 |
NPP | Nuveen Performance Plu... | 12 | 12 | 0.29% | 0.74% | 1.30% | Q3 2013 | Q2 2016 | 12 |
EFAV | ISHARES TR | 9 | 1 | 0.03% | 0.28% | 0.94% | Q2 2015 | Q1 2023 | 12 |
SUSL | ISHARES TR | 12 | 12 | 0.04% | 0.24% | 0.63% | Q4 2020 | Q3 2023 | 12 |
MORT | Market Vectors ETF Trust | 12 | 12 | 0.06% | 0.16% | 0.28% | Q3 2013 | Q2 2016 | 12 |
EZU | iShares MSCI EMU Index | 12 | 12 | 0.09% | 0.12% | 0.15% | Q3 2013 | Q2 2016 | 12 |
EAGG | ISHARES TR | 12 | 12 | 0.03% | 0.12% | 0.36% | Q4 2020 | Q3 2023 | 12 |
SCHA | SCHWAB STRATEGIC TR | 6 | 2 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 12 |
IBMP | ISHARES TR | 8 | 4 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 12 |
MDLZ | MONDELEZ INTL INC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2022 | 12 |
VLUE | ISHARES TR | 11 | 11 | 0.09% | 3.89% | 12.32% | Q1 2021 | Q3 2023 | 11 |
SHM | SPDR SERIES TRUST | 11 | 11 | 0.89% | 1.69% | 2.32% | Q2 2013 | Q4 2015 | 11 |
SPSB | SPDR SER TR | 8 | 1 | 0.02% | 0.34% | 1.27% | Q2 2013 | Q3 2023 | 11 |
AGZD | WISDOMTREE TR | 8 | 1 | 0.01% | 0.21% | 0.76% | Q4 2016 | Q3 2023 | 11 |
IBDL | ISHARES TR | 9 | 2 | 0.03% | 0.14% | 0.24% | Q4 2017 | Q3 2020 | 11 |
JNJ | JOHNSON & JOHNSON | 6 | 1 | 0.04% | 0.11% | 0.18% | Q2 2015 | Q2 2023 | 11 |
ESGD | ISHARES TR | 11 | 11 | 0.06% | 0.11% | 0.31% | Q1 2021 | Q3 2023 | 11 |
EMR | EMERSON ELEC CO | 6 | 5 | 0.01% | 0.08% | 0.12% | Q3 2016 | Q3 2021 | 11 |
ESML | ISHARES TR | 11 | 11 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
FALN | ISHARES TR | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BGRN | ISHARES TR | 11 | 11 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
DFAC | DIMENSIONAL ETF TRUST | 10 | 10 | 1.78% | 2.96% | 7.19% | Q2 2021 | Q3 2023 | 10 |
COMT | ISHARES U S ETF TR | 10 | 10 | 0.03% | 1.57% | 5.28% | Q2 2021 | Q3 2023 | 10 |
LQDH | ISHARES U S ETF TR | 7 | 3 | 0.04% | 1.18% | 6.09% | Q4 2020 | Q3 2023 | 10 |
TLT | ISHARES TR | 6 | 4 | 0.01% | 0.41% | 1.15% | Q2 2015 | Q3 2021 | 10 |
FFTY | ACADEMY FDS TR | 10 | 10 | 0.17% | 0.37% | 0.98% | Q2 2015 | Q3 2017 | 10 |
IBMI | ISHARES TR | 9 | 1 | 0.04% | 0.23% | 0.35% | Q4 2017 | Q2 2020 | 10 |
MSL | Midsouth Bank | 10 | 10 | 0.10% | 0.22% | 0.29% | Q3 2013 | Q4 2015 | 10 |
BNDX | VANGUARD CHARLOTTE FDS | 6 | 1 | 0.04% | 0.19% | 0.51% | Q3 2016 | Q3 2023 | 10 |
PPG | PPG INDS INC | 10 | 10 | 0.10% | 0.13% | 0.19% | Q3 2016 | Q4 2018 | 10 |
ESGE | ISHARES INC | 10 | 10 | 0.01% | 0.10% | 0.21% | Q4 2020 | Q1 2023 | 10 |
SHV | ISHARES TR | 8 | 2 | 0.04% | 0.07% | 0.13% | Q3 2019 | Q2 2022 | 10 |
BK | BANK NEW YORK MELLON CORP | 10 | 10 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q4 2018 | 10 |
RYN | RAYONIER INC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2018 | 10 |
DIS | DISNEY WALT CO | 7 | 1 | 0.02% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 10 |
MPC | MARATHON PETE CORP | 3 | 1 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2021 | 10 |
ESGV | VANGUARD WORLD FD | 6 | 4 | 0.03% | 0.04% | 0.08% | Q2 2020 | Q4 2022 | 10 |
DFUS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
AOR | ISHARES TR | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
LDEM | ISHARES TR | 10 | 10 | 0.02% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
AMX | AMERICA MOVIL SAB DE CV | 10 | 10 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 10 |
COL | ROCKWELL COLLINS INC | 9 | 9 | 3.18% | 3.81% | 4.31% | Q3 2016 | Q3 2018 | 9 |
TDTT | FLEXSHARES TR | 8 | 1 | 0.03% | 2.10% | 6.47% | Q2 2013 | Q3 2018 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 1.03% | 1.73% | 4.13% | Q3 2021 | Q3 2023 | 9 | |
IGLB | ISHARES TR | 8 | 1 | 0.05% | 1.20% | 2.27% | Q2 2015 | Q2 2021 | 9 |
VGLT | VANGUARD SCOTTSDALE FDS | 6 | 3 | 0.07% | 0.88% | 1.62% | Q3 2020 | Q3 2023 | 9 |
IXC | ISHARES TR | 8 | 1 | 0.05% | 0.39% | 0.64% | Q2 2015 | Q4 2019 | 9 |
SCHC | SCHWAB STRATEGIC TR | 6 | 1 | 0.01% | 0.24% | 0.47% | Q3 2014 | Q3 2021 | 9 |
USMV | ISHARES TR | 8 | 1 | 0.02% | 0.15% | 0.40% | Q2 2020 | Q1 2023 | 9 |
SCHO | SCHWAB STRATEGIC TR | 4 | 1 | 0.07% | 0.15% | 0.27% | Q2 2016 | Q3 2023 | 9 |
NIO | NUVEEN MUN OPPORTUNITY... | 9 | 9 | 0.07% | 0.09% | 0.10% | Q1 2014 | Q1 2016 | 9 |
VV | VANGUARD INDEX FDS | 4 | 1 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 9 |
AOA | ISHARES TR | 9 | 9 | 0.02% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
IGRO | ISHARES TR | 7 | 2 | 0.02% | 0.05% | 0.17% | Q2 2021 | Q3 2023 | 9 |
SCHH | SCHWAB STRATEGIC TR | 8 | 1 | 0.03% | 0.04% | 0.12% | Q4 2018 | Q1 2022 | 9 |
WFC | WELLS FARGO CO NEW | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q1 2023 | 9 |
SPYV | SPDR SER TR | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 9 |
IAU | ISHARES GOLD TR | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
ELD | Wisdom Tree Emerging M... | 8 | 8 | 0.33% | 0.52% | 1.36% | Q2 2013 | Q1 2015 | 8 |
RWX | SPDR DJ Wilshire Inter... | 8 | 8 | 0.36% | 0.52% | 1.25% | Q2 2013 | Q1 2015 | 8 |
CUT | Guggenheim ETF Trust 2... | 8 | 8 | 0.26% | 0.38% | 0.94% | Q2 2013 | Q1 2015 | 8 |
BKLN | Powershares ETF Senior... | 8 | 8 | 0.23% | 0.37% | 1.05% | Q2 2013 | Q1 2015 | 8 |
MCK | MCKESSON CORP | 8 | 8 | 0.16% | 0.23% | 0.37% | Q4 2015 | Q3 2017 | 8 |
SHYG | ISHARES TR | 7 | 1 | 0.06% | 0.18% | 0.48% | Q4 2019 | Q4 2021 | 8 |
RPG | INVESCO EXCHANGE TRADE... | 7 | 1 | 0.03% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 8 |
AMZN | AMAZON COM INC | 6 | 2 | 0.07% | 0.14% | 0.32% | Q2 2021 | Q3 2023 | 8 |
SPDW | SPDR INDEX SHS FDS | 8 | 8 | 0.02% | 0.14% | 0.35% | Q4 2021 | Q3 2023 | 8 |
SE | SPECTRA ENERGY CORP | 8 | 8 | 0.07% | 0.09% | 0.13% | Q1 2015 | Q4 2016 | 8 |
SYY | SYSCO CORP | 6 | 2 | 0.01% | 0.07% | 0.10% | Q2 2016 | Q3 2021 | 8 |
IBDK | ISHARES TR | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2019 | 8 |
KL | KIRKLAND LAKE GOLD LTD | 7 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 8 |
MINT | PIMCO ETF TR | 5 | 2 | 0.01% | 0.82% | 1.35% | Q3 2013 | Q3 2021 | 7 |
VCLT | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.04% | 0.45% | 1.09% | Q2 2020 | Q4 2021 | 7 |
VSS | Vanguard FTSE ETF Worl... | 7 | 7 | 0.25% | 0.31% | 0.38% | Q3 2013 | Q1 2015 | 7 |
SCHP | SCHWAB STRATEGIC TR | 7 | 7 | 0.15% | 0.29% | 0.76% | Q1 2022 | Q3 2023 | 7 |
MDT | New Medtronic PLC Ordi... | 7 | 7 | 0.21% | 0.24% | 0.34% | Q3 2013 | Q1 2015 | 7 |
IBMH | ISHARES TR | 7 | 7 | 0.04% | 0.15% | 0.19% | Q4 2017 | Q2 2019 | 7 |
KMB | KIMBERLY-CLARK CORP | 5 | 2 | 0.01% | 0.14% | 0.22% | Q3 2016 | Q3 2021 | 7 |
MUST | COLUMBIA ETF TR I | 7 | 7 | 0.06% | 0.11% | 0.26% | Q1 2022 | Q3 2023 | 7 |
TGT | TARGET CORP | 5 | 2 | 0.04% | 0.10% | 0.16% | Q3 2016 | Q3 2021 | 7 |
CONSTELLATION ENERGY CORP | 7 | 7 | 0.03% | 0.06% | 0.16% | Q1 2022 | Q3 2023 | 7 | |
RTX | RTX CORPORATION | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 7 |
PCI | PIMCO DYNMIC CREDIT AN... | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q1 2017 | 7 |
IBTD | ISHARES TR | 6 | 6 | 0.16% | 0.69% | 0.90% | Q2 2022 | Q3 2023 | 6 |
GUNR | FlexShares Morningstar... | 6 | 6 | 0.51% | 0.60% | 0.74% | Q4 2013 | Q1 2015 | 6 |
IBTE | ISHARES TR | 6 | 6 | 0.16% | 0.49% | 0.65% | Q2 2022 | Q3 2023 | 6 |
RWR | SPDR Series Trust | 4 | 2 | 0.32% | 0.37% | 0.42% | Q3 2013 | Q1 2015 | 6 |
HYMB | SPDR SER TR | 2 | 1 | 0.01% | 0.24% | 0.74% | Q4 2016 | Q4 2022 | 6 |
IGF | ISHARES TR | 5 | 1 | 0.02% | 0.19% | 0.39% | Q2 2015 | Q4 2022 | 6 |
VYM | VANGUARD WHITEHALL FDS | 4 | 2 | 0.06% | 0.17% | 0.37% | Q1 2022 | Q3 2023 | 6 |
MEAR | ISHARES US ETF TR | 4 | 1 | 0.03% | 0.16% | 0.29% | Q4 2018 | Q4 2022 | 6 |
PEP | PEPSICO INC | 5 | 1 | 0.02% | 0.14% | 0.18% | Q3 2016 | Q2 2021 | 6 |
ITW | ILLINOIS TOOL WKS INC | 4 | 2 | 0.04% | 0.13% | 0.18% | Q4 2016 | Q3 2021 | 6 |
VO | VANGUARD INDEX FDS | 3 | 1 | 0.07% | 0.12% | 0.17% | Q2 2015 | Q3 2021 | 6 |
IBTF | ISHARES TR | 6 | 6 | 0.02% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
HYEM | MARKET VECTORS ETF TR | 5 | 1 | 0.04% | 0.08% | 0.13% | Q3 2013 | Q2 2016 | 6 |
WM | WASTE MGMT INC DEL | 4 | 2 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 6 |
VBR | VANGUARD INDEX FDS | 4 | 2 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
EFG | ISHARES TR | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q3 2023 | 6 |
DIMENSIONAL ETF TRUST | 6 | 6 | 0.02% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 | |
GGP | GGP INC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q2 2018 | 6 |
IYE | ISHARES TR | 2 | 1 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q1 2023 | 6 |
CVY | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
DXJ | WisdomTree Japan Hedge... | 5 | 5 | 2.52% | 7.75% | 15.09% | Q2 2013 | Q2 2014 | 5 |
SCHD | Schwab U.S. Dividend E... | 5 | 5 | 0.15% | 1.80% | 7.51% | Q2 2013 | Q2 2014 | 5 |
BKLN | INVESCO EXCH TRADED FD... | 1 | 1 | 0.03% | 0.41% | 1.82% | Q4 2018 | Q4 2022 | 5 |
WIP | SPDR DB Internationl G... | 5 | 5 | 0.31% | 0.38% | 0.52% | Q3 2013 | Q3 2014 | 5 |
NQP | Nuveen PA Investment Q... | 5 | 5 | 0.12% | 0.15% | 0.16% | Q1 2014 | Q1 2015 | 5 |
JPM | JPMORGAN CHASE & CO | 2 | 1 | 0.04% | 0.11% | 0.20% | Q1 2014 | Q3 2021 | 5 |
BEN | FRANKLIN RES INC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q3 2017 | 5 |
PM | PHILIP MORRIS INTL INC | 2 | 1 | 0.02% | 0.07% | 0.13% | Q2 2015 | Q3 2021 | 5 |
GTO | INVESCO ACTIVELY MANAG... | 2 | 1 | 0.01% | 0.07% | 0.21% | Q1 2022 | Q3 2023 | 5 |
CL | COLGATE PALMOLIVE CO | 3 | 2 | 0.02% | 0.07% | 0.10% | Q1 2017 | Q3 2021 | 5 |
PCY | INVESCO EXCH TRADED FD... | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q4 2022 | 5 |
SPEM | SPDR INDEX SHS FDS | 5 | 5 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
WMT | WAL-MART STORES INC | 3 | 2 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q3 2021 | 5 |
NKE | NIKE INC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 5 |
BP | BP PLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2018 | 5 |
IBDU | ISHARES TR | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
OGN | ORGANON & CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
IBTG | ISHARES TR | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
VIGI | VANGUARD WHITEHALL FDS | 4 | 4 | 0.03% | 1.25% | 1.73% | Q4 2022 | Q3 2023 | 4 |
FLTR | VANECK ETF TRUST | 4 | 4 | 0.01% | 0.57% | 2.24% | Q4 2022 | Q3 2023 | 4 |
DVYE | ISHARES INC | 2 | 2 | 0.09% | 0.27% | 0.39% | Q3 2019 | Q3 2020 | 4 |
HEZU | ISHARES TR | 2 | 2 | 0.07% | 0.16% | 0.30% | Q3 2019 | Q3 2020 | 4 |
JRS | NUVEEN REAL ESTATE INCOME | 3 | 1 | 0.04% | 0.16% | 0.25% | Q1 2014 | Q4 2015 | 4 |
AFL | AFLAC INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
HD | HOME DEPOT INC | 2 | 1 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q4 2022 | 4 |
VFC | V F CORP | 3 | 1 | 0.05% | 0.08% | 0.09% | Q2 2015 | Q3 2017 | 4 |
V | VISA INC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q2 2015 | Q1 2023 | 4 |
BFB | BROWN FORMAN CORP | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2016 | Q3 2017 | 4 |
NUE | NUCOR CORP | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q3 2017 | 4 |
LEG | LEGGETT & PLATT INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q3 2017 | 4 |
MDYV | SPDR SER TR | 2 | 2 | 0.02% | 0.07% | 0.13% | Q3 2019 | Q3 2021 | 4 |
IBM | INTERNATIONAL BUSINESS... | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q3 2021 | 4 |
TROW | PRICE T ROWE GROUP INC | 2 | 2 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q3 2021 | 4 |
ICBK | COUNTY BANCORP INC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 4 |
SPIP | SPDR SER TR | 4 | 4 | 0.01% | 0.04% | 0.11% | Q4 2022 | Q3 2023 | 4 |
ESGU | ISHARES TR | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 4 |
CARR | CARRIER GLOBAL CORPORA... | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 4 |
AGI | ALAMOS GOLD INC NEW | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPAB | SPDR SER TR | 3 | 3 | 2.91% | 4.02% | 4.64% | Q1 2023 | Q3 2023 | 3 |
SPHQ | INVESCO EXCHANGE TRADE... | 3 | 3 | 2.94% | 3.96% | 4.64% | Q1 2023 | Q3 2023 | 3 |
SPSM | SPDR SER TR | 3 | 3 | 3.03% | 3.21% | 3.37% | Q1 2023 | Q3 2023 | 3 |
SPIB | SPDR SER TR | 3 | 3 | 2.32% | 2.39% | 2.49% | Q1 2023 | Q3 2023 | 3 |
VGT | VANGUARD WORLD FDS | 2 | 1 | 0.06% | 0.62% | 1.73% | Q2 2020 | Q3 2021 | 3 |
JXI | ISHARES TR | 3 | 3 | 0.30% | 0.42% | 0.55% | Q4 2015 | Q2 2016 | 3 |
TFI | SPDR Lehman Municipal ETF | 3 | 3 | 0.07% | 0.34% | 0.85% | Q2 2013 | Q4 2013 | 3 |
SJNK | SPDR SER TR | 3 | 3 | 0.09% | 0.19% | 0.25% | Q2 2015 | Q4 2015 | 3 |
REM | iShares FTSE NAREIT Mo... | 3 | 3 | 0.06% | 0.11% | 0.19% | Q3 2013 | Q1 2014 | 3 |
UNP | UNION PAC CORP | 2 | 1 | 0.05% | 0.10% | 0.17% | Q2 2015 | Q3 2021 | 3 |
VMBS | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q2 2016 | 3 |
PSK | SPDR SER TR | 1 | 1 | 0.03% | 0.09% | 0.19% | Q4 2018 | Q4 2022 | 3 |
IBMG | ISHARES TR | 3 | 3 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q2 2018 | 3 |
SLYV | SPDR SER TR | 2 | 1 | 0.02% | 0.08% | 0.22% | Q4 2018 | Q3 2021 | 3 |
PNR | PENTAIR PLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q3 2017 | 3 |
VB | VANGUARD INDEX FDS | 2 | 1 | 0.04% | 0.08% | 0.15% | Q2 2015 | Q3 2021 | 3 |
ADM | ARCHER DANIELS MIDLAND CO | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2017 | Q3 2017 | 3 |
AVDV | AMERICAN CENTY ETF TR | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
UNH | UNITEDHEALTH GROUP INC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q2 2015 | Q3 2021 | 3 |
GLD | SPDR GOLD TRUST | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2021 | 3 |
CMI | CUMMINS INC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q2 2015 | Q3 2021 | 3 |
DIA | SPDR DOW JONES INDL AV... | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2015 | Q3 2021 | 3 |
PNW | PINNACLE WEST CAP CORP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2021 | 3 |
IBDH | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
DE | DEERE & CO | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2021 | 3 |
HON | HONEYWELL INTL INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2021 | 3 |
IUSB | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CAT | CATERPILLAR INC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q1 2022 | 3 |
QCOM | QUALCOMM INC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2021 | 3 |
NSC | NORFOLK SOUTHN CORP | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2015 | Q3 2021 | 3 |
INNOVATOR ETFS TR | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 | |
DHR | DANAHER CORPORATION | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2021 | 3 |
FSK | FS KKR CAPITAL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
PGX | INVESCO EXCHNG TRADED ... | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
OTIS | OTIS WORLDWIDE CORP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 3 |
TFC | TRUIST FINL CORP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
MIE | COHEN & STEERS MLP INC... | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 3 |
KRBN | KRANESHARES TR | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SHLS | SHOALS TECHNOLOGIES GR... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GNR | SPDR Index Shares Fund | 2 | 2 | 0.45% | 1.08% | 1.70% | Q2 2013 | Q3 2013 | 2 |
UTIW | UTI WORLDWIDE INC | 2 | 2 | 0.47% | 0.55% | 0.64% | Q3 2015 | Q4 2015 | 2 |
IBTB | ISHARES TR | 2 | 2 | 0.10% | 0.49% | 0.88% | Q2 2022 | Q3 2022 | 2 |
BOND | PIMCO Total Return ETF | 1 | 1 | 0.08% | 0.34% | 0.61% | Q3 2013 | Q2 2015 | 2 |
TLH | ISHARES TR | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2015 | Q3 2015 | 2 |
STT | STATE STR CORP | 2 | 2 | 0.11% | 0.23% | 0.36% | Q2 2016 | Q3 2016 | 2 |
CME | CME GROUP INC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q3 2015 | Q4 2015 | 2 |
MLPA | GLOBAL X FDS | 2 | 2 | 0.06% | 0.14% | 0.22% | Q3 2019 | Q4 2019 | 2 |
NPY | Nuveen Pa Prem Income ... | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2013 | Q4 2013 | 2 |
CINF | CINCINNATI FINL CORP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2017 | Q3 2017 | 2 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
JQC | Nuveen Credit Strategi... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q4 2013 | 2 |
BPT | BP PRUDHOE BAY RTY TR | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q1 2016 | 2 |
FB | FACEBOOK INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
IWN | ISHARES TR | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q4 2022 | 2 |
ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
AVUS | AMERICAN CENTY ETF TR | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 2 |
GM | GENERAL MTRS CO | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2022 | 2 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q1 2017 | 2 |
NVTA | INVITAE CORP | 2 | 2 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q1 2022 | 2 |
HCP | HCP INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
SLV | ISHARES SILVER TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q2 2021 | 2 |
IWC | ISHARES TR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
XYL | XYLEM INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
SQ | SQUARE INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
FDN | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
PCTY | PAYLOCITY HLDG CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
ARKK | ARK ETF TR | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
IWY | ISHARES TR | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
NFLX | NETFLIX INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
VOE | VANGUARD INDEX FDS | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DOCU | DOCUSIGN INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
MPWR | MONOLITHIC PWR SYS INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DG | DOLLAR GEN CORP NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
NTES | NETEASE INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
DECK | DECKERS OUTDOOR CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
IEUR | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
PFM | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
VEEV | VEEVA SYS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
TXN | TEXAS INSTRS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MNST | MONSTER BEVERAGE CORP NEW | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
ASB | ASSOCIATED BANC CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
LOW | LOWES COS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
IWB | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
HAL | HALLIBURTON CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
MA | MASTERCARD INCORPORATED | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
CPK | CHESAPEAKE UTILS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SHW | SHERWIN WILLIAMS CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
NYF | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
LLY | LILLY ELI & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SYK | STRYKER CORPORATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
APD | AIR PRODS & CHEMS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SO | SOUTHERN CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
GDXJ | VANECK VECTORS ETF TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
LNT | ALLIANT ENERGY CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
KRC | KILROY RLTY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
NEM | NEWMONT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FIS | FIDELITY NATL INFORMAT... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
UP | WHEELS UP EXPERIENCE INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
YUM | YUM BRANDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FXH | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
RNP | COHEN & STEERS REIT & ... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PHM | PULTE GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ALB | ALBEMARLE CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
BTI | BRITISH AMERN TOB PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PNC | PNC FINL SVCS GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
DGRW | WISDOMTREE TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
TREX | TREX CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
BMAR | INNOVATOR ETFS TR | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
DAR | DARLING INGREDIENTS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FXD | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
VSGX | VANGUARD WORLD FD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ADI | ANALOG DEVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Guggenheim Multi Asset... | 1 | 1 | 3.76% | 3.76% | 3.76% | Q2 2013 | Q2 2013 | 1 | |
UTX | UNITED TECHNOLOGIES CORP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2018 | Q4 2018 | 1 |
QQQ | POWERSHARES QQQ TRUST | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2015 | Q3 2015 | 1 |
RPG | RYDEX ETF TRUST | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2015 | Q3 2015 | 1 |
IYF | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
JCPB | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
VOO | VANGUARD INDEX FDS | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
IWP | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
VHT | VANGUARD WORLD FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
JAMF | JAMF HLDG CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
ESRX | Express Scripts Holdin... | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
SRC | Spirit Realty Capital Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
ESRX | EXPRESS SCRIPTS HLDG CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
FAST | Fastenal Company | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
HYS | PIMCO ETF TR | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
BRKB | BERKSHIRE HATHAWAY INC... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
MDY | SPDR S&P MIDCAP 400 ET... | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
J P MORGAN EXCHANGE TR... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 | |
IHY | Market Vectors Intl Hi... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
XLK | SELECT SECTOR SPDR TR | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
EMLC | Market Vectors EM Loca... | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
AGN | ALLERGAN PLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
HBI | HANESBRANDS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
HHC | HOWARD HUGHES CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
PHO | POWERSHARES ETF TRUST | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
HAWX | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
DJP | BARCLAYS BK PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
HUN | HUNTSMAN CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
ECL | ECOLAB INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
IBMF | ISHARES | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
SLQD | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
MORT | VANECK VECTORS ETF TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
POT | POTASH CORP SASK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
AOK | ISHARES TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
GOOGL | ALPHABET INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
FANG | DIAMONDBACK ENERGY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
STI | SUNTRUST BKS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
OMC | OMNICOM GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
DIG | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ROM | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
UPW | PROSHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
RE | EVEREST RE GROUP LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
AG | FIRST MAJESTIC SILVER ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DOW | DOW CHEM CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
GDX | MARKET VECTORS ETF TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
EMLP | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
ITM | VANECK ETF TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BBN | BLACKROCK TAX MUNICPAL... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
EPD | ENTERPRISE PRODS PARTN... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
SCHR | SCHWAB STRATEGIC TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
INKM | SSGA ACTIVE ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
AVDE | AMERICAN CENTY ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PAGP | PLAINS GP HLDGS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
CMDY | ISHARES U S ETF TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AGGY | WISDOMTREE TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VOOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SPTL | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JQUA | J P MORGAN EXCHANGE-TR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PREF | PRINCIPAL EXCHANGE TRA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LAC | LITHIUM AMERS CORP NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BABA | ALIBABA GROUP HLDG LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
LEO | BNY MELLON STRATEGIC M... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
IBDW | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MPLN | MULTIPLAN CORPORATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SPMB | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ENSG | ENSIGN GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TDOC | TELADOC HEALTH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BX | BLACKSTONE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AMGN | AMGEN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BIDU | BAIDU INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NRT | NORTH EUROPEAN OIL RTY TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NUBD | NUSHARES ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PHYS | SPROTT PHYSICAL GOLD TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including VANGUARD INTL EQUITY INDEX F, Schwab US Large Cap Growth ETF, and Schwab US Large Cap Value ETF, are the highest-conviction holdings of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that CLIFTONLARSONALLEN WEALTH ADVISORS, LLC owns currently or has owned in the past.