Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAC) | 37,499,436 | -76,055 | $1,096,109 |
DFAC | 37,499,436 | -76,055 | $1,096,109 |
DIMENSIONAL ETF TRUST (DFAT) | 12,695,192 | -121,095 | $664,339 |
DFAT | 12,695,192 | -121,095 | $664,339 |
EA SERIES TRUST | 25,687,480 | +2,885,893 | $539,817 |
BSVO | 25,687,480 | +2,885,893 | $539,817 |
DIMENSIONAL ETF TRUST (DFUV) | 14,367,598 | -177,542 | $534,762 |
DFUV | 14,367,598 | -177,542 | $534,762 |
DIMENSIONAL ETF TRUST (DFIV) | 11,025,950 | -492,813 | $378,852 |
DFIV | 11,025,950 | -492,813 | $378,852 |
VANGUARD SCOTTSDALE FDS (VGIT) | 5,311,874 | +613,932 | $315,100 |
VGIT | 5,311,874 | +613,932 | $315,100 |
DIMENSIONAL ETF TRUST (DFUS) | 6,041,196 | +600,275 | $313,115 |
DFUS | 6,041,196 | +600,275 | $313,115 |
DIMENSIONAL ETF TRUST (DFAX) | 11,647,730 | +142,853 | $284,438 |
DFAX | 11,647,730 | +142,853 | $284,438 |
ISHARES TR (ITOT) | 2,590,133 | +705,523 | $272,560 |
ITOT | 2,590,133 | +705,523 | $272,560 |
VANGUARD INDEX FDS (VTI) | 751,630 | +60,748 | $178,302 |
VTI | 751,630 | +60,748 | $178,302 |
AMERICAN CENTY ETF TR (AVUV) | 1,746,525 | +163,233 | $156,838 |
AVUV | 1,746,525 | +163,233 | $156,838 |
DIMENSIONAL ETF TRUST (DFAS) | 2,614,543 | -45,301 | $155,879 |
DFAS | 2,614,543 | -45,301 | $155,879 |
APPLE INC | 656,833 | +18,827 | $126,460 |
AAPL | 656,833 | +18,827 | $126,460 |
VANGUARD BD INDEX FDS (BSV) | 1,476,529 | -85,926 | $113,722 |
BSV | 1,476,529 | -85,926 | $113,722 |
AMERICAN CENTY ETF TR (AVDV) | 1,732,796 | +1,000,273 | $108,282 |
AVDV | 1,732,796 | +1,000,273 | $108,282 |
ISHARES TR (IDEV) | 1,689,789 | +448,350 | $107,572 |
IDEV | 1,689,789 | +448,350 | $107,572 |
ISHARES TR (IVV) | 211,660 | +74,570 | $101,095 |
IVV | 211,660 | +74,570 | $101,095 |
VANGUARD MALVERN FDS (VTIP) | 1,941,568 | +108,507 | $92,205 |
VTIP | 1,941,568 | +108,507 | $92,205 |
MICROSOFT CORP | 205,131 | +2,253 | $77,137 |
MSFT | 205,131 | +2,253 | $77,137 |
VANGUARD TAX MANAGED FDS (VEA) | 1,219,113 | +191,247 | $58,395 |
VEA | 1,219,113 | +191,247 | $58,395 |
AMAZON COM INC | 380,518 | +83 | $57,816 |
AMZN | 380,518 | +83 | $57,816 |
DIMENSIONAL ETF TRUST (DFAU) | 1,686,644 | +295,025 | $56,081 |
DFAU | 1,686,644 | +295,025 | $56,081 |
DIMENSIONAL ETF TRUST (DISV) | 2,109,574 | +649,857 | $54,395 |
DISV | 2,109,574 | +649,857 | $54,395 |
ISHARES INC (IEMG) | 1,073,145 | +133,589 | $54,280 |
IEMG | 1,073,145 | +133,589 | $54,280 |
ISHARES TR (EFV) | 982,050 | +22,523 | $51,165 |
EFV | 982,050 | +22,523 | $51,165 |
META PLATFORMS INC | 143,231 | -14,756 | $50,698 |
META | 143,231 | -14,756 | $50,698 |
BERKSHIRE HATHAWAY INC DEL | $48,867 | ||
BRK.B | 108,105 | +171 | $38,557 |
BRK.A | 19 | UNCH | $10,310 |
ISHARES TR (IEI) | 403,006 | +47,057 | $47,204 |
IEI | 403,006 | +47,057 | $47,204 |
DIMENSIONAL ETF TRUST (DFEM) | 1,869,268 | +1,207,337 | $46,657 |
DFEM | 1,869,268 | +1,207,337 | $46,657 |
DIMENSIONAL ETF TRUST (DFSD) | 934,771 | +765,902 | $43,944 |
DFSD | 934,771 | +765,902 | $43,944 |
DIMENSIONAL ETF TRUST (DFGR) | 1,688,305 | +1,268,261 | $43,862 |
DFGR | 1,688,305 | +1,268,261 | $43,862 |
VANGUARD INDEX FDS (VBR) | 213,717 | +1,380 | $38,463 |
VBR | 213,717 | +1,380 | $38,463 |
ALPHABET INC | 274,527 | +5,261 | $38,349 |
GOOGL | 274,527 | +5,261 | $38,349 |
CASS INFORMATION SYS INC | 835,520 | UNCH | $37,640 |
CASS | 835,520 | UNCH | $37,640 |
SPDR S&P 500 ETF TR (SPY) | 73,477 | +703 | $34,924 |
SPY | 73,477 | +703 | $34,924 |
DIMENSIONAL ETF TRUST (DFNM) | 705,547 | +683,991 | $34,226 |
DFNM | 705,547 | +683,991 | $34,226 |
ALPHABET INC | 236,162 | +4,455 | $33,282 |
GOOG | 236,162 | +4,455 | $33,282 |
ISHARES TR (IWF) | 104,754 | -875 | $31,758 |
IWF | 104,754 | -875 | $31,758 |
VANGUARD STAR FDS (VXUS) | 547,924 | -8,670 | $31,758 |
VXUS | 547,924 | -8,670 | $31,758 |
ISHARES TR (SCZ) | 490,580 | +9,944 | $30,367 |
SCZ | 490,580 | +9,944 | $30,367 |
PROCTER AND GAMBLE CO | 203,394 | -5,368 | $29,805 |
PG | 203,394 | -5,368 | $29,805 |
VANGUARD INDEX FDS (VTV) | 194,532 | -30,557 | $29,083 |
VTV | 194,532 | -30,557 | $29,083 |
AMERICAN CENTY ETF TR (AVUS) | 348,887 | +1,872 | $28,452 |
AVUS | 348,887 | +1,872 | $28,452 |
VANGUARD INTL EQUITY INDEX F (VWO) | 691,820 | +66,155 | $28,434 |
VWO | 691,820 | +66,155 | $28,434 |
ISHARES TR (SHY) | 312,444 | -1,038 | $25,633 |
SHY | 312,444 | -1,038 | $25,633 |
JOHN HANCOCK EXCHANGE TRADED (JHMM) | 469,816 | -2,355 | $24,741 |
JHMM | 469,816 | -2,355 | $24,741 |
VANGUARD INDEX FDS (VOO) | 56,550 | -3,104 | $24,701 |
VOO | 56,550 | -3,104 | $24,701 |
ISHARES TR (IWM) | 122,090 | +51,877 | $24,505 |
IWM | 122,090 | +51,877 | $24,505 |
ISHARES TR (IWB) | 91,713 | +553 | $24,053 |
IWB | 91,713 | +553 | $24,053 |
ISHARES TR (SUB) | 222,985 | +10,337 | $23,509 |
SUB | 222,985 | +10,337 | $23,509 |
TESLA INC | 92,768 | +1,098 | $23,051 |
TSLA | 92,768 | +1,098 | $23,051 |
DIMENSIONAL ETF TRUST (DFAE) | 953,274 | +50,448 | $22,983 |
DFAE | 953,274 | +50,448 | $22,983 |
NORFOLK SOUTHN CORP | 96,384 | +6,306 | $22,783 |
NSC | 96,384 | +6,306 | $22,783 |
SPDR SER TR (SLYV) | 266,218 | +221,895 | $22,179 |
SLYV | 266,218 | +221,895 | $22,179 |
DIMENSIONAL ETF TRUST (DUHP) | 750,692 | +513,525 | $21,477 |
DUHP | 750,692 | +513,525 | $21,477 |
DIMENSIONAL ETF TRUST (DFIC) | 831,505 | +230,079 | $21,228 |
DFIC | 831,505 | +230,079 | $21,228 |
VANGUARD INDEX FDS (VNQ) | 237,530 | +5,696 | $20,988 |
VNQ | 237,530 | +5,696 | $20,988 |
EXXON MOBIL CORP | 208,262 | +10,246 | $20,822 |
XOM | 208,262 | +10,246 | $20,822 |
DIMENSIONAL ETF TRUST (DFAI) | 705,388 | +329,056 | $20,202 |
DFAI | 705,388 | +329,056 | $20,202 |
ISHARES TR (IXUS) | 309,517 | +70,621 | $20,097 |
IXUS | 309,517 | +70,621 | $20,097 |
VANGUARD SPECIALIZED FUNDS (VIG) | 110,312 | -3,067 | $18,797 |
VIG | 110,312 | -3,067 | $18,797 |
DIMENSIONAL ETF TRUST (DFSV) | 644,523 | +391,634 | $18,769 |
DFSV | 644,523 | +391,634 | $18,769 |
DIMENSIONAL ETF TRUST (DIHP) | 723,488 | +522,463 | $18,565 |
DIHP | 723,488 | +522,463 | $18,565 |
ISHARES TR (IVLU) | 688,611 | +72,945 | $18,255 |
IVLU | 688,611 | +72,945 | $18,255 |
SPDR S&P MIDCAP 400 ETF TR (MDY) | 35,248 | +296 | $17,884 |
MDY | 35,248 | +296 | $17,884 |
AMERICAN CENTY ETF TR (AVEM) | 309,619 | +51,984 | $17,459 |
AVEM | 309,619 | +51,984 | $17,459 |
JOHNSON & JOHNSON | 104,398 | -8,647 | $16,363 |
JNJ | 104,398 | -8,647 | $16,363 |
INVESCO QQQ TR | 37,403 | +979 | $15,317 |
QQQ | 37,403 | +979 | $15,317 |
COCA COLA CO | 255,988 | -17,198 | $15,085 |
KO | 255,988 | -17,198 | $15,085 |
ISHARES TR (IWD) | 91,162 | +12,211 | $15,064 |
IWD | 91,162 | +12,211 | $15,064 |
ISHARES TR (SHV) | 136,671 | +20,035 | $15,052 |
SHV | 136,671 | +20,035 | $15,052 |
ISHARES TR (IWV) | 52,741 | -4,241 | $14,437 |
IWV | 52,741 | -4,241 | $14,437 |
INTEL CORP | 285,052 | -16,677 | $14,324 |
INTC | 285,052 | -16,677 | $14,324 |
SCHWAB STRATEGIC TR | 252,478 | -16,139 | $14,240 |
SCHX | 252,478 | -16,139 | $14,240 |
ABBVIE INC | 91,743 | +2,420 | $14,217 |
ABBV | 91,743 | +2,420 | $14,217 |
ELI LILLY & CO | 23,968 | -988 | $13,971 |
LLY | 23,968 | -988 | $13,971 |
VANGUARD SCOTTSDALE FDS (VGSH) | 236,785 | -6,699 | $13,812 |
VGSH | 236,785 | -6,699 | $13,812 |
UNITEDHEALTH GROUP INC | 26,082 | -1,232 | $13,732 |
UNH | 26,082 | -1,232 | $13,732 |
MERCK & CO INC | 124,514 | -3,574 | $13,574 |
MRK | 124,514 | -3,574 | $13,574 |
NVIDIA CORPORATION | 27,293 | +285 | $13,516 |
NVDA | 27,293 | +285 | $13,516 |
PEPSICO INC | 77,697 | -1,518 | $13,196 |
PEP | 77,697 | -1,518 | $13,196 |
SCHWAB STRATEGIC TR | 352,923 | -13,504 | $13,044 |
SCHF | 352,923 | -13,504 | $13,044 |
HOME DEPOT INC | 37,150 | -1,844 | $12,874 |
HD | 37,150 | -1,844 | $12,874 |
MCDONALDS CORP | 42,018 | -3,609 | $12,459 |
MCD | 42,018 | -3,609 | $12,459 |
VANGUARD INDEX FDS (VB) | 57,313 | -2,639 | $12,227 |
VB | 57,313 | -2,639 | $12,227 |
COSTCO WHSL CORP NEW | 18,481 | +513 | $12,199 |
COST | 18,481 | +513 | $12,199 |
ISHARES TR (MUB) | 110,167 | -33,806 | $11,943 |
MUB | 110,167 | -33,806 | $11,943 |
BANK AMERICA CORP | $11,925 | ||
BAC | 342,276 | -194,100 | $11,524 |
BAC.PRL | 333 | UNCH | $401 |
SCHWAB STRATEGIC TR | 250,668 | -11,478 | $11,842 |
SCHA | 250,668 | -11,478 | $11,842 |
ROPER TECHNOLOGIES INC | 20,656 | +1 | $11,261 |
ROP | 20,656 | +1 | $11,261 |
ISHARES TR (EFA) | 146,678 | +18,840 | $11,052 |
EFA | 146,678 | +18,840 | $11,052 |
JPMORGAN CHASE & CO | 63,955 | +666 | $10,879 |
JPM | 63,955 | +666 | $10,879 |
BOEING CO | 41,698 | +318 | $10,869 |
BA | 41,698 | +318 | $10,869 |
ISHARES TR (IVE) | 61,862 | +10,336 | $10,757 |
IVE | 61,862 | +10,336 | $10,757 |
BROADCOM INC | 9,603 | -561 | $10,719 |
AVGO | 9,603 | -561 | $10,719 |
ISHARES TR (IWR) | 137,800 | -6,737 | $10,711 |
IWR | 137,800 | -6,737 | $10,711 |
DIMENSIONAL ETF TRUST (DFCF) | 246,206 | +109,610 | $10,439 |
DFCF | 246,206 | +109,610 | $10,439 |
VANGUARD INDEX FDS (VUG) | 33,391 | +1,943 | $10,381 |
VUG | 33,391 | +1,943 | $10,381 |
NIKE INC | 90,320 | +1,400 | $9,806 |
NKE | 90,320 | +1,400 | $9,806 |
LOCKHEED MARTIN CORP | 21,401 | -598 | $9,700 |
LMT | 21,401 | -598 | $9,700 |
ABBOTT LABS | 86,340 | -171 | $9,503 |
ABT | 86,340 | -171 | $9,503 |
ISHARES TR (VLUE) | 91,981 | +13,587 | $9,305 |
VLUE | 91,981 | +13,587 | $9,305 |
FLEXSHARES TR (QDF) | 148,138 | -16,032 | $9,115 |
QDF | 148,138 | -16,032 | $9,115 |
ISHARES TR (IJS) | 86,148 | -11,286 | $8,879 |
IJS | 86,148 | -11,286 | $8,879 |
WALMART INC | 56,160 | -2,065 | $8,854 |
WMT | 56,160 | -2,065 | $8,854 |
VANGUARD INDEX FDS (VV) | 36,882 | -1,716 | $8,046 |
VV | 36,882 | -1,716 | $8,046 |
VANGUARD INDEX FDS (VO) | 34,165 | -2,203 | $7,948 |
VO | 34,165 | -2,203 | $7,948 |
CISCO SYS INC | 154,616 | -17,875 | $7,811 |
CSCO | 154,616 | -17,875 | $7,811 |
VANGUARD INTL EQUITY INDEX F (VEU) | 138,963 | -4,244 | $7,801 |
VEU | 138,963 | -4,244 | $7,801 |
SCHWAB STRATEGIC TR | 97,794 | -2,591 | $7,366 |
SCHM | 97,794 | -2,591 | $7,366 |
US BANCORP DEL | 169,292 | -877 | $7,327 |
USB | 169,292 | -877 | $7,327 |
VISA INC | 27,035 | -1,495 | $7,038 |
V | 27,035 | -1,495 | $7,038 |
WISDOMTREE TR | 243,353 | -9,774 | $7,028 |
XSOE | 243,353 | -9,774 | $7,028 |
ISHARES TR (EEM) | 173,315 | +27,137 | $6,969 |
EEM | 173,315 | +27,137 | $6,969 |
ISHARES TR (IJR) | 64,331 | -5,510 | $6,964 |
IJR | 64,331 | -5,510 | $6,964 |
NORTHERN LTS FD TR IV | 198,929 | +78 | $6,943 |
BIBL | 198,929 | +78 | $6,943 |
QUALCOMM INC | 47,210 | -4,722 | $6,828 |
QCOM | 47,210 | -4,722 | $6,828 |
ISHARES TR (IJH) | 24,597 | +150 | $6,817 |
IJH | 24,597 | +150 | $6,817 |
VANGUARD INTL EQUITY INDEX F (VT) | 65,987 | -1,167 | $6,789 |
VT | 65,987 | -1,167 | $6,789 |
ISHARES TR (IWN) | 43,686 | -2,515 | $6,786 |
IWN | 43,686 | -2,515 | $6,786 |
CHEVRON CORP NEW | 44,897 | -2,343 | $6,697 |
CVX | 44,897 | -2,343 | $6,697 |
AMERICAN CENTY ETF TR (AVDE) | 108,797 | -6,856 | $6,575 |
AVDE | 108,797 | -6,856 | $6,575 |
CATERPILLAR INC | 22,030 | -1,187 | $6,514 |
CAT | 22,030 | -1,187 | $6,514 |
ISHARES TR (TIP) | 58,478 | -10,239 | $6,286 |
TIP | 58,478 | -10,239 | $6,286 |
ISHARES TR (IEFA) | 89,301 | +39,050 | $6,282 |
IEFA | 89,301 | +39,050 | $6,282 |
MARATHON DIGITAL HOLDINGS IN | 265,403 | +26,759 | $6,234 |
MARA | 265,403 | +26,759 | $6,234 |
VANGUARD WORLD FD (ESGV) | 71,830 | +19,348 | $6,110 |
ESGV | 71,830 | +19,348 | $6,110 |
DEERE & CO | 14,779 | -65 | $5,910 |
DE | 14,779 | -65 | $5,910 |
NEXTERA ENERGY INC | 96,678 | +80 | $5,872 |
NEE | 96,678 | +80 | $5,872 |
ISHARES TR (IVW) | 77,684 | +23,993 | $5,834 |
IVW | 77,684 | +23,993 | $5,834 |
AMERICAN EXPRESS CO | 30,433 | +16,010 | $5,701 |
AXP | 30,433 | +16,010 | $5,701 |
VANGUARD BD INDEX FDS (BIV) | 71,541 | -23,155 | $5,464 |
BIV | 71,541 | -23,155 | $5,464 |
SCHWAB STRATEGIC TR | 155,022 | -3,300 | $5,404 |
FNDC | 155,022 | -3,300 | $5,404 |
SCHWAB STRATEGIC TR | 96,780 | +3,666 | $5,388 |
SCHB | 96,780 | +3,666 | $5,388 |
SCHWAB STRATEGIC TR | 213,126 | -16,916 | $5,283 |
SCHE | 213,126 | -16,916 | $5,283 |
COLGATE PALMOLIVE CO | 66,163 | +25,451 | $5,274 |
CL | 66,163 | +25,451 | $5,274 |
ISHARES TR (ACWI) | 51,439 | -2,408 | $5,235 |
ACWI | 51,439 | -2,408 | $5,235 |
SPDR INDEX SHS FDS (SPDW) | 151,763 | -4,107 | $5,161 |
SPDW | 151,763 | -4,107 | $5,161 |
AMGEN INC | 17,299 | -1,500 | $4,982 |
AMGN | 17,299 | -1,500 | $4,982 |
SCHWAB STRATEGIC TR | 98,737 | +21,005 | $4,909 |
SCHR | 98,737 | +21,005 | $4,909 |
VANGUARD MUN BD FDS (VTEB) | 95,859 | -8,988 | $4,894 |
VTEB | 95,859 | -8,988 | $4,894 |
NETFLIX INC | 10,041 | +134 | $4,889 |
NFLX | 10,041 | +134 | $4,889 |
UNITED PARCEL SERVICE INC | 30,245 | -3,128 | $4,755 |
UPS | 30,245 | -3,128 | $4,755 |
HONEYWELL INTL INC | 22,042 | -898 | $4,622 |
HON | 22,042 | -898 | $4,622 |
DIMENSIONAL ETF TRUST (DFSU) | 144,542 | +44,428 | $4,500 |
DFSU | 144,542 | +44,428 | $4,500 |
ISHARES TR (EFG) | 46,102 | -101 | $4,465 |
EFG | 46,102 | -101 | $4,465 |
SPDR GOLD TR (GLD) | 23,253 | +56 | $4,445 |
GLD | 23,253 | +56 | $4,445 |
ADOBE INC | 7,243 | +30 | $4,321 |
ADBE | 7,243 | +30 | $4,321 |
ORACLE CORP | 40,758 | -6,067 | $4,297 |
ORCL | 40,758 | -6,067 | $4,297 |
VERIZON COMMUNICATIONS INC | 113,579 | +10,625 | $4,282 |
VZ | 113,579 | +10,625 | $4,282 |
SCHWAB STRATEGIC TR | 86,547 | -15,686 | $4,193 |
SCHO | 86,547 | -15,686 | $4,193 |
TEXAS INSTRS INC | 24,581 | -5,343 | $4,190 |
TXN | 24,581 | -5,343 | $4,190 |
UNION PAC CORP | 16,817 | -1,452 | $4,130 |
UNP | 16,817 | -1,452 | $4,130 |
AMERICAN CENTY ETF TR (AVLV) | 69,304 | +9,286 | $4,003 |
AVLV | 69,304 | +9,286 | $4,003 |
ISHARES INC (EMXC) | 71,836 | +9,393 | $3,980 |
EMXC | 71,836 | +9,393 | $3,980 |
AMERIPRISE FINL INC | 10,474 | +7,947 | $3,978 |
AMP | 10,474 | +7,947 | $3,978 |
PHILIP MORRIS INTL INC | 41,377 | -9,025 | $3,893 |
PM | 41,377 | -9,025 | $3,893 |
MASTERCARD INCORPORATED | 9,122 | +354 | $3,891 |
MA | 9,122 | +354 | $3,891 |
AMERICAN CENTY ETF TR (AVIV) | 75,169 | -6,447 | $3,870 |
AVIV | 75,169 | -6,447 | $3,870 |
SCHWAB STRATEGIC TR | 46,542 | -8,148 | $3,861 |
SCHG | 46,542 | -8,148 | $3,861 |
DISNEY WALT CO | 42,014 | -2,142 | $3,793 |
DIS | 42,014 | -2,142 | $3,793 |
TOWNEBANK PORTSMOUTH VA | 125,500 | +935 | $3,735 |
TOWN | 125,500 | +935 | $3,735 |
EMERSON ELEC CO | 38,334 | -948 | $3,731 |
EMR | 38,334 | -948 | $3,731 |
BHP GROUP LTD | 54,160 | -26,057 | $3,700 |
BHP | 54,160 | -26,057 | $3,700 |
INTERNATIONAL BUSINESS MACHS | 22,298 | +607 | $3,647 |
IBM | 22,298 | +607 | $3,647 |
MARRIOTT INTL INC NEW | 16,155 | -32 | $3,643 |
MAR | 16,155 | -32 | $3,643 |
VANGUARD WHITEHALL FDS (VYM) | 32,612 | +481 | $3,641 |
VYM | 32,612 | +481 | $3,641 |
ISHARES TR (HYG) | 46,604 | -27,194 | $3,607 |
HYG | 46,604 | -27,194 | $3,607 |
COPART INC | 73,050 | +1,294 | $3,579 |
CPRT | 73,050 | +1,294 | $3,579 |
EATON CORP PLC | 14,698 | +9,926 | $3,540 |
ETN | 14,698 | +9,926 | $3,540 |
PFIZER INC | $3,508 | ||
PFE | 119,918 | -9,102 | $3,452 |
Call | 15,000 | +15,000 | $56 |
SCHWAB STRATEGIC TR | 50,011 | -8,631 | $3,506 |
SCHV | 50,011 | -8,631 | $3,506 |
AT&T INC | 206,638 | +24,807 | $3,467 |
T | 206,638 | +24,807 | $3,467 |
ISHARES TR (IUSV) | 39,983 | -2,086 | $3,372 |
IUSV | 39,983 | -2,086 | $3,372 |
RTX CORPORATION | 39,976 | +12,096 | $3,364 |
RTX | 39,976 | +12,096 | $3,364 |
WELLS FARGO CO NEW | $3,362 | ||
WFC | 53,730 | +10,509 | $2,645 |
WFC.PRL | 600 | -2 | $717 |
LOWES COS INC | 14,879 | -889 | $3,311 |
LOW | 14,879 | -889 | $3,311 |
INTUIT | 5,259 | -57 | $3,287 |
INTU | 5,259 | -57 | $3,287 |
LAM RESEARCH CORP | 4,159 | +168 | $3,257 |
LRCX | 4,159 | +168 | $3,257 |
NOVARTIS AG | 32,077 | -8,960 | $3,239 |
NVS | 32,077 | -8,960 | $3,239 |
ILLINOIS TOOL WKS INC | 12,305 | +101 | $3,223 |
ITW | 12,305 | +101 | $3,223 |
STARBUCKS CORP | 32,994 | -5,754 | $3,168 |
SBUX | 32,994 | -5,754 | $3,168 |
THERMO FISHER SCIENTIFIC INC | 5,935 | +277 | $3,150 |
TMO | 5,935 | +277 | $3,150 |
VANGUARD WORLD FD (VSGX) | 56,521 | +25,130 | $3,124 |
VSGX | 56,521 | +25,130 | $3,124 |
SPDR SER TR (SPTS) | 106,930 | -41,198 | $3,106 |
SPTS | 106,930 | -41,198 | $3,106 |
SPDR DOW JONES INDL AVERAGE (DIA) | 8,044 | -29 | $3,031 |
DIA | 8,044 | -29 | $3,031 |
VANGUARD INTL EQUITY INDEX F (VSS) | 26,311 | -2,673 | $3,027 |
VSS | 26,311 | -2,673 | $3,027 |
INTUITIVE SURGICAL INC | 8,961 | -27 | $3,023 |
ISRG | 8,961 | -27 | $3,023 |
DIMENSIONAL ETF TRUST (DFAR) | 132,567 | +61,146 | $3,015 |
DFAR | 132,567 | +61,146 | $3,015 |
GENERAL DYNAMICS CORP | 11,597 | +50 | $3,011 |
GD | 11,597 | +50 | $3,011 |
SCHWAB STRATEGIC TR | 38,406 | -26,118 | $2,924 |
SCHD | 38,406 | -26,118 | $2,924 |
AUTOMATIC DATA PROCESSING IN | 12,348 | -199 | $2,877 |
ADP | 12,348 | -199 | $2,877 |
BLACKSTONE INC | 21,791 | +536 | $2,853 |
BX | 21,791 | +536 | $2,853 |
VANGUARD INDEX FDS (VOT) | 12,659 | -1,191 | $2,780 |
VOT | 12,659 | -1,191 | $2,780 |
VANGUARD WORLD FDS (VGT) | 5,675 | -741 | $2,747 |
VGT | 5,675 | -741 | $2,747 |
SELECT SECTOR SPDR TR (XLK) | 14,231 | +64 | $2,739 |
XLK | 14,231 | +64 | $2,739 |
CADENCE DESIGN SYSTEM INC | 9,991 | -157 | $2,721 |
CDNS | 9,991 | -157 | $2,721 |
SPDR INDEX SHS FDS (RWO) | 61,622 | -18,151 | $2,693 |
RWO | 61,622 | -18,151 | $2,693 |
INVESCO EXCH TRADED FD TR II (RWL) | 31,369 | -2,243 | $2,677 |
RWL | 31,369 | -2,243 | $2,677 |
3M CO | $2,613 | ||
MMM | 23,744 | -3,844 | $2,596 |
Call | 1,000 | +1,000 | $17 |
KIMBERLY CLARK CORP | 21,328 | -477 | $2,592 |
KMB | 21,328 | -477 | $2,592 |
SPDR SER TR (SHM) | 53,810 | -2,276 | $2,572 |
SHM | 53,810 | -2,276 | $2,572 |
ONEOK INC NEW | 36,087 | +21,473 | $2,534 |
OKE | 36,087 | +21,473 | $2,534 |
LINDE PLC | 6,142 | -46 | $2,523 |
LIN | 6,142 | -46 | $2,523 |
AMERICAN TOWER CORP NEW | 11,619 | +171 | $2,508 |
AMT | 11,619 | +171 | $2,508 |
ISHARES TR (STIP) | 25,294 | +814 | $2,494 |
STIP | 25,294 | +814 | $2,494 |
BRISTOL MYERS SQUIBB CO | 48,440 | -3,158 | $2,485 |
BMY | 48,440 | -3,158 | $2,485 |
ISHARES TR (OEF) | 11,051 | -140 | $2,469 |
OEF | 11,051 | -140 | $2,469 |
CSX CORP | 70,601 | +17,315 | $2,448 |
CSX | 70,601 | +17,315 | $2,448 |
VANGUARD INDEX FDS (VBK) | 10,126 | -404 | $2,448 |
VBK | 10,126 | -404 | $2,448 |
SPDR SER TR (SPTM) | 41,308 | +1 | $2,414 |
SPTM | 41,308 | +1 | $2,414 |
PROGRESSIVE CORP | 15,127 | +138 | $2,409 |
PGR | 15,127 | +138 | $2,409 |
ISHARES TR (USMV) | 30,629 | +22,174 | $2,390 |
USMV | 30,629 | +22,174 | $2,390 |
SYSCO CORP | 31,787 | +67 | $2,325 |
SYY | 31,787 | +67 | $2,325 |
ISHARES TR (IWP) | 22,097 | -1,557 | $2,308 |
IWP | 22,097 | -1,557 | $2,308 |
ACCENTURE PLC IRELAND | 6,557 | +130 | $2,301 |
ACN | 6,557 | +130 | $2,301 |
FRESHPET INC | 26,520 | +649 | $2,301 |
FRPT | 26,520 | +649 | $2,301 |
COMCAST CORP NEW | 52,438 | -2,142 | $2,299 |
CMCSA | 52,438 | -2,142 | $2,299 |
DIMENSIONAL ETF TRUST (DFIS) | 95,041 | +60,816 | $2,297 |
DFIS | 95,041 | +60,816 | $2,297 |
CONOCOPHILLIPS | 19,780 | -292 | $2,296 |
COP | 19,780 | -292 | $2,296 |
ALTRIA GROUP INC | 56,325 | -13,437 | $2,272 |
MO | 56,325 | -13,437 | $2,272 |
ROCKWELL AUTOMATION INC | 7,206 | +3,319 | $2,237 |
ROK | 7,206 | +3,319 | $2,237 |
INVESCO ACTIVELY MANAGED ETF (GSY) | 43,838 | -28,469 | $2,187 |
GSY | 43,838 | -28,469 | $2,187 |
ISHARES TR (ISTB) | 45,071 | +45,071 | $2,144 |
ISTB | 45,071 | +45,071 | $2,144 |
SERVICENOW INC | 2,982 | +327 | $2,106 |
NOW | 2,982 | +327 | $2,106 |
BOOKING HOLDINGS INC | 591 | -2 | $2,096 |
BKNG | 591 | -2 | $2,096 |
GENUINE PARTS CO | 15,003 | -362 | $2,078 |
GPC | 15,003 | -362 | $2,078 |
TOYOTA MOTOR CORP | 11,333 | -3,792 | $2,078 |
TM | 11,333 | -3,792 | $2,078 |
SOUTHERN CO | 29,429 | +2,446 | $2,064 |
SO | 29,429 | +2,446 | $2,064 |
ISHARES TR (IJJ) | 17,777 | -2,584 | $2,027 |
IJJ | 17,777 | -2,584 | $2,027 |
TRUIST FINL CORP | 54,658 | -846 | $2,018 |
TFC | 54,658 | -846 | $2,018 |
PIMCO ETF TR (STPZ) | 39,160 | +4,105 | $2,003 |
STPZ | 39,160 | +4,105 | $2,003 |
PALO ALTO NETWORKS INC | 6,687 | +2,138 | $1,972 |
PANW | 6,687 | +2,138 | $1,972 |
RIO TINTO PLC | 26,461 | -9,039 | $1,970 |
RIO | 26,461 | -9,039 | $1,970 |
SHERWIN WILLIAMS CO | 6,256 | +81 | $1,951 |
SHW | 6,256 | +81 | $1,951 |
SELECT SECTOR SPDR TR (XLE) | 23,260 | -998 | $1,950 |
XLE | 23,260 | -998 | $1,950 |
PRA GROUP INC | 73,194 | UNCH | $1,918 |
PRAA | 73,194 | UNCH | $1,918 |
FISERV INC | 14,367 | +14,367 | $1,908 |
FI | 14,367 | +14,367 | $1,908 |
SPDR SER TR (SDY) | 15,170 | -584 | $1,896 |
SDY | 15,170 | -584 | $1,896 |
ENTERPRISE PRODS PARTNERS L | 71,079 | +4,608 | $1,873 |
EPD | 71,079 | +4,608 | $1,873 |
TRANSDIGM GROUP INC | 1,846 | -501 | $1,867 |
TDG | 1,846 | -501 | $1,867 |
ISHARES GOLD TR (IAU) | 47,740 | +5,814 | $1,863 |
IAU | 47,740 | +5,814 | $1,863 |
TARGET CORP | $1,838 | ||
TGT | 12,880 | -1,720 | $1,834 |
Call | 200 | +200 | $4 |
ARISTA NETWORKS INC | 7,801 | -1,106 | $1,837 |
ANET | 7,801 | -1,106 | $1,837 |
ISHARES INC (ESGE) | 56,486 | +17,998 | $1,811 |
ESGE | 56,486 | +17,998 | $1,811 |
HSBC HLDGS PLC | 44,612 | -22,470 | $1,809 |
HSBC | 44,612 | -22,470 | $1,809 |
ISHARES TR (IWO) | 7,144 | +392 | $1,802 |
IWO | 7,144 | +392 | $1,802 |
FIDELITY COVINGTON TRUST | 67,682 | +67,682 | $1,799 |
FELC | 67,682 | +67,682 | $1,799 |
ISHARES TR (ICF) | 30,395 | +21,363 | $1,785 |
ICF | 30,395 | +21,363 | $1,785 |
DIGITAL WORLD ACQUISITION CO | 100,948 | +19,848 | $1,767 |
DWAC | 100,948 | +19,848 | $1,767 |
DANAHER CORPORATION | 7,607 | +568 | $1,760 |
DHR | 7,607 | +568 | $1,760 |
MARATHON PETE CORP | 11,750 | -1,493 | $1,743 |
MPC | 11,750 | -1,493 | $1,743 |
S&P GLOBAL INC | 3,941 | +17 | $1,736 |
SPGI | 3,941 | +17 | $1,736 |
KLA CORP | 2,979 | +114 | $1,732 |
KLAC | 2,979 | +114 | $1,732 |
SCHWAB STRATEGIC TR | 30,946 | -763 | $1,713 |
FNDA | 30,946 | -763 | $1,713 |
AMPLIFY ETF TR (COWS) | 62,965 | +62,965 | $1,709 |
COWS | 62,965 | +62,965 | $1,709 |
DUKE ENERGY CORP NEW | 17,014 | +2,047 | $1,651 |
DUK | 17,014 | +2,047 | $1,651 |
SPDR INDEX SHS FDS (SPEM) | 46,416 | -1,725 | $1,644 |
SPEM | 46,416 | -1,725 | $1,644 |
SCHWAB CHARLES CORP | 23,729 | -339 | $1,633 |
SCHW | 23,729 | -339 | $1,633 |
CBRE GROUP INC | 17,520 | -472 | $1,631 |
CBRE | 17,520 | -472 | $1,631 |
ESSENT GROUP LTD | 30,165 | UNCH | $1,591 |
ESNT | 30,165 | UNCH | $1,591 |
FEDEX CORP | 6,276 | +480 | $1,588 |
FDX | 6,276 | +480 | $1,588 |
YUM BRANDS INC | 11,944 | +2,471 | $1,561 |
YUM | 11,944 | +2,471 | $1,561 |
VANGUARD CHARLOTTE FDS (BNDX) | 31,542 | +1,507 | $1,557 |
BNDX | 31,542 | +1,507 | $1,557 |
SPDR SER TR (BIL) | 17,019 | +9,564 | $1,555 |
BIL | 17,019 | +9,564 | $1,555 |
AMEREN CORP | 21,336 | +126 | $1,543 |
AEE | 21,336 | +126 | $1,543 |
THE CIGNA GROUP | 5,103 | -865 | $1,528 |
CI | 5,103 | -865 | $1,528 |
APPLIED MATLS INC | 9,233 | +549 | $1,496 |
AMAT | 9,233 | +549 | $1,496 |
SCHWAB STRATEGIC TR | 42,803 | -3,181 | $1,493 |
SCHC | 42,803 | -3,181 | $1,493 |
SALESFORCE INC | 5,586 | -82 | $1,470 |
CRM | 5,586 | -82 | $1,470 |
HERSHEY CO | 7,797 | -65 | $1,454 |
HSY | 7,797 | -65 | $1,454 |
ISHARES TR (GVI) | 13,858 | UNCH | $1,452 |
GVI | 13,858 | UNCH | $1,452 |
ISHARES TR (DGRO) | 26,899 | +22,290 | $1,448 |
DGRO | 26,899 | +22,290 | $1,448 |
INVESCO EXCH TRADED FD TR II (RWJ) | 34,805 | +12 | $1,442 |
RWJ | 34,805 | +12 | $1,442 |
MORNINGSTAR INC | 5,030 | +13 | $1,440 |
MORN | 5,030 | +13 | $1,440 |
ISHARES U S ETF TR (COMT) | 56,995 | +49,184 | $1,429 |
COMT | 56,995 | +49,184 | $1,429 |
PHILLIPS 66 | 10,632 | -527 | $1,415 |
PSX | 10,632 | -527 | $1,415 |
EDWARDS LIFESCIENCES CORP | 18,325 | -1,464 | $1,397 |
EW | 18,325 | -1,464 | $1,397 |
ADVANCED MICRO DEVICES INC | 9,461 | +2,742 | $1,395 |
AMD | 9,461 | +2,742 | $1,395 |
GENERAL ELECTRIC CO | 10,871 | +189 | $1,387 |
GE | 10,871 | +189 | $1,387 |
WASTE MGMT INC DEL | 7,745 | +82 | $1,387 |
WM | 7,745 | +82 | $1,387 |
MEDTRONIC PLC | 16,512 | +5,207 | $1,360 |
MDT | 16,512 | +5,207 | $1,360 |
BANNER CORP | 25,352 | UNCH | $1,358 |
BANR | 25,352 | UNCH | $1,358 |
INTERCONTINENTAL EXCHANGE IN (ICE) | 10,411 | -230 | $1,337 |
ICE | 10,411 | -230 | $1,337 |
ISHARES TR (QUAL) | 9,060 | +2,808 | $1,333 |
QUAL | 9,060 | +2,808 | $1,333 |
IDEXX LABS INC | 2,393 | +147 | $1,328 |
IDXX | 2,393 | +147 | $1,328 |
PPG INDS INC | 8,742 | -514 | $1,307 |
PPG | 8,742 | -514 | $1,307 |
ISHARES TR (FLOT) | 25,684 | +15,300 | $1,300 |
FLOT | 25,684 | +15,300 | $1,300 |
CINCINNATI FINL CORP | 12,473 | +4 | $1,290 |
CINF | 12,473 | +4 | $1,290 |
AFLAC INC | 15,105 | -100 | $1,246 |
AFL | 15,105 | -100 | $1,246 |
DOLLAR TREE INC | 8,760 | +521 | $1,244 |
DLTR | 8,760 | +521 | $1,244 |
VANGUARD INTL EQUITY INDEX F (VNQI) | 29,013 | -1,104 | $1,236 |
VNQI | 29,013 | -1,104 | $1,236 |
ANALOG DEVICES INC | 6,206 | -668 | $1,232 |
ADI | 6,206 | -668 | $1,232 |
INVESCO EXCHANGE TRADED FD T (RSP) | 7,793 | -2,627 | $1,230 |
RSP | 7,793 | -2,627 | $1,230 |
ISHARES TR (GOVT) | 52,922 | +1,857 | $1,219 |
GOVT | 52,922 | +1,857 | $1,219 |
FASTENAL CO | 18,750 | +222 | $1,214 |
FAST | 18,750 | +222 | $1,214 |
ISHARES TR (EFAV) | 17,486 | +11,231 | $1,212 |
EFAV | 17,486 | +11,231 | $1,212 |
CARDINAL HEALTH INC | 12,016 | +24 | $1,211 |
CAH | 12,016 | +24 | $1,211 |
ISHARES TR (DSI) | 12,961 | +2,716 | $1,180 |
DSI | 12,961 | +2,716 | $1,180 |
BECTON DICKINSON & CO | 4,802 | -68 | $1,171 |
BDX | 4,802 | -68 | $1,171 |
MONDELEZ INTL INC | 16,127 | +417 | $1,168 |
MDLZ | 16,127 | +417 | $1,168 |
PARSONS CORP DEL | 18,633 | +7 | $1,168 |
PSN | 18,633 | +7 | $1,168 |
MCCORMICK & CO INC | 16,968 | +168 | $1,161 |
MKC | 16,968 | +168 | $1,161 |
SNAP ON INC | 4,003 | +4,003 | $1,156 |
SNA | 4,003 | +4,003 | $1,156 |
AGILENT TECHNOLOGIES INC | 8,288 | +91 | $1,152 |
A | 8,288 | +91 | $1,152 |
TRANE TECHNOLOGIES PLC | 4,706 | +833 | $1,148 |
TT | 4,706 | +833 | $1,148 |
UDEMY INC | 77,953 | UNCH | $1,148 |
UDMY | 77,953 | UNCH | $1,148 |
XCEL ENERGY INC | 18,410 | +3,485 | $1,140 |
XEL | 18,410 | +3,485 | $1,140 |
CINTAS CORP | 1,847 | +27 | $1,113 |
CTAS | 1,847 | +27 | $1,113 |
PUBLIC STORAGE | 3,635 | -55 | $1,109 |
PSA | 3,635 | -55 | $1,109 |
FORD MTR CO DEL | 90,747 | +11,016 | $1,106 |
F | 90,747 | +11,016 | $1,106 |
ISHARES INC (EEMV) | 19,789 | +6,538 | $1,100 |
EEMV | 19,789 | +6,538 | $1,100 |
ISHARES SILVER TR (SLV) | 50,245 | +1,601 | $1,094 |
SLV | 50,245 | +1,601 | $1,094 |
ROYAL CARIBBEAN GROUP | 8,203 | -160 | $1,062 |
RCL | 8,203 | -160 | $1,062 |
WALGREENS BOOTS ALLIANCE INC | $1,054 | ||
WBA | 39,468 | -2,873 | $1,030 |
Call | 4,000 | +4,000 | $24 |
SCHWAB STRATEGIC TR | 50,083 | -19,951 | $1,037 |
SCHH | 50,083 | -19,951 | $1,037 |
TAIWAN SEMICONDUCTOR MFG LTD | 9,954 | +944 | $1,035 |
TSM | 9,954 | +944 | $1,035 |
ISHARES TR (AGG) | 10,374 | +5,492 | $1,030 |
AGG | 10,374 | +5,492 | $1,030 |
SCHWAB STRATEGIC TR | 30,204 | -12,970 | $1,019 |
FNDF | 30,204 | -12,970 | $1,019 |
SPDR SER TR (SPSM) | 24,079 | -4,588 | $1,016 |
SPSM | 24,079 | -4,588 | $1,016 |
CORCEPT THERAPEUTICS INC | 31,000 | UNCH | $1,007 |
CORT | 31,000 | UNCH | $1,007 |
ALLSTATE CORP | 7,121 | +10 | $997 |
ALL | 7,121 | +10 | $997 |
HP INC | 33,097 | -959 | $996 |
HPQ | 33,097 | -959 | $996 |
CONSTELLATION ENERGY CORP | 8,506 | +425 | $994 |
CEG | 8,506 | +425 | $994 |
VANGUARD INDEX FDS (VOE) | 6,831 | -3,196 | $991 |
VOE | 6,831 | -3,196 | $991 |
ISHARES TR (XT) | 16,496 | +16,496 | $988 |
XT | 16,496 | +16,496 | $988 |
ISHARES TR (CMF) | 17,012 | -837 | $986 |
CMF | 17,012 | -837 | $986 |
VANGUARD WORLD FDS (VDE) | 8,305 | -3 | $974 |
VDE | 8,305 | -3 | $974 |
OREILLY AUTOMOTIVE INC | 1,024 | +21 | $973 |
ORLY | 1,024 | +21 | $973 |
VANGUARD BD INDEX FDS (BND) | 13,128 | +465 | $966 |
BND | 13,128 | +465 | $966 |
CVS HEALTH CORP | 12,208 | +3,290 | $964 |
CVS | 12,208 | +3,290 | $964 |
CUMMINS INC | 4,016 | -102 | $962 |
CMI | 4,016 | -102 | $962 |
ISHARES TR (PFF) | 30,829 | +1,255 | $962 |
PFF | 30,829 | +1,255 | $962 |
HENRY SCHEIN INC | 12,292 | +7 | $931 |
HSIC | 12,292 | +7 | $931 |
TJX COS INC NEW | 9,717 | +154 | $912 |
TJX | 9,717 | +154 | $912 |
FIRST COMWLTH FINL CORP PA | 58,924 | +13,553 | $910 |
FCF | 58,924 | +13,553 | $910 |
VANGUARD WORLD FD (MGK) | 3,470 | +40 | $901 |
MGK | 3,470 | +40 | $901 |
SCHWAB STRATEGIC TR | 17,145 | -7,701 | $895 |
SCHP | 17,145 | -7,701 | $895 |
ISHARES TR (TLH) | 8,249 | +8,249 | $893 |
TLH | 8,249 | +8,249 | $893 |
ISHARES TR (IYY) | 7,654 | +132 | $892 |
IYY | 7,654 | +132 | $892 |
VANGUARD SCOTTSDALE FDS (VONG) | 11,354 | +145 | $886 |
VONG | 11,354 | +145 | $886 |
ISHARES TR (ESGU) | 8,399 | +2,946 | $881 |
ESGU | 8,399 | +2,946 | $881 |
ENERGY TRANSFER L P | 63,279 | +819 | $873 |
ET | 63,279 | +819 | $873 |
PROCEPT BIOROBOTICS CORP | 20,705 | UNCH | $868 |
PRCT | 20,705 | UNCH | $868 |
GENERAL MLS INC | 13,243 | +388 | $863 |
GIS | 13,243 | +388 | $863 |
VANGUARD WORLD FDS (VHT) | 3,444 | +1,565 | $863 |
VHT | 3,444 | +1,565 | $863 |
CHIPOTLE MEXICAN GRILL INC | 374 | +3 | $855 |
CMG | 374 | +3 | $855 |
AMERICAN CENTY ETF TR (AVES) | 18,570 | +605 | $854 |
AVES | 18,570 | +605 | $854 |
COTERRA ENERGY INC | 33,411 | +162 | $853 |
CTRA | 33,411 | +162 | $853 |
CONSOLIDATED EDISON INC | 9,334 | +335 | $849 |
ED | 9,334 | +335 | $849 |
EXELON CORP | 23,662 | +402 | $849 |
EXC | 23,662 | +402 | $849 |
ELEVANCE HEALTH INC | 1,794 | -15 | $846 |
ELV | 1,794 | -15 | $846 |
MCKESSON CORP | 1,800 | -53 | $833 |
MCK | 1,800 | -53 | $833 |
HALLIBURTON CO | 22,940 | +22,940 | $829 |
HAL | 22,940 | +22,940 | $829 |
AMERICAN ELEC PWR CO INC | 10,141 | +171 | $824 |
AEP | 10,141 | +171 | $824 |
ISHARES TR (INTF) | 29,189 | -365 | $818 |
INTF | 29,189 | -365 | $818 |
ISHARES TR (MTUM) | 5,153 | -1,620 | $809 |
MTUM | 5,153 | -1,620 | $809 |
GOLDMAN SACHS GROUP INC | 2,053 | +231 | $792 |
GS | 2,053 | +231 | $792 |
MARSH & MCLENNAN COS INC | 4,170 | +187 | $790 |
MMC | 4,170 | +187 | $790 |
SELECT SECTOR SPDR TR (XLV) | 5,735 | +1,491 | $782 |
XLV | 5,735 | +1,491 | $782 |
TRAVELERS COMPANIES INC | 4,054 | -287 | $772 |
TRV | 4,054 | -287 | $772 |
KEYSIGHT TECHNOLOGIES INC | 4,828 | -121 | $768 |
KEYS | 4,828 | -121 | $768 |
AIR PRODS & CHEMS INC | 2,776 | +236 | $760 |
APD | 2,776 | +236 | $760 |
EXACT SCIENCES CORP | 10,257 | +125 | $759 |
EXAS | 10,257 | +125 | $759 |
ISHARES TR (IXN) | 10,944 | +234 | $746 |
IXN | 10,944 | +234 | $746 |
L3HARRIS TECHNOLOGIES INC | 3,538 | +583 | $745 |
LHX | 3,538 | +583 | $745 |
INVESCO EXCHANGE TRADED FD T (PDP) | 8,680 | UNCH | $742 |
PDP | 8,680 | UNCH | $742 |
TFS FINL CORP | 50,091 | UNCH | $736 |
TFSL | 50,091 | UNCH | $736 |
STRYKER CORPORATION | 2,447 | -30 | $733 |
SYK | 2,447 | -30 | $733 |
DOW INC | 13,320 | +368 | $730 |
DOW | 13,320 | +368 | $730 |
ZOETIS INC | 3,679 | +63 | $726 |
ZTS | 3,679 | +63 | $726 |
GRAINGER W W INC | 875 | +77 | $725 |
GWW | 875 | +77 | $725 |
VERTEX PHARMACEUTICALS INC | 1,761 | +251 | $717 |
VRTX | 1,761 | +251 | $717 |
SPDR INDEX SHS FDS (GWX) | 22,514 | +1 | $715 |
GWX | 22,514 | +1 | $715 |
BLACKROCK INC | 880 | -76 | $714 |
BLK | 880 | -76 | $714 |
NUCOR CORP | 4,074 | +362 | $709 |
NUE | 4,074 | +362 | $709 |
VANGUARD WORLD FD (MGC) | 4,149 | UNCH | $702 |
MGC | 4,149 | UNCH | $702 |
CAMTEK LTD | 10,000 | UNCH | $694 |
CAMT | 10,000 | UNCH | $694 |
VANGUARD INTL EQUITY INDEX F (VGK) | 10,713 | -72 | $691 |
VGK | 10,713 | -72 | $691 |
DIMENSIONAL ETF TRUST (DFSI) | 21,430 | -3,293 | $686 |
DFSI | 21,430 | -3,293 | $686 |
DOMINION ENERGY INC | 14,556 | -6,842 | $684 |
D | 14,556 | -6,842 | $684 |
ISHARES TR (SUSA) | 6,807 | +744 | $684 |
SUSA | 6,807 | +744 | $684 |
PACER FDS TR | 13,146 | +4,000 | $683 |
COWZ | 13,146 | +4,000 | $683 |
CME GROUP INC | 3,225 | +22 | $679 |
CME | 3,225 | +22 | $679 |
WISDOMTREE TR | 21,047 | +189 | $677 |
DES | 21,047 | +189 | $677 |
ISHARES TR (REET) | 27,703 | -9,271 | $670 |
REET | 27,703 | -9,271 | $670 |
ISHARES TR (REZ) | 9,070 | -924 | $667 |
REZ | 9,070 | -924 | $667 |
SPDR SER TR (SPYG) | 10,190 | +560 | $663 |
SPYG | 10,190 | +560 | $663 |
SELECT SECTOR SPDR TR (XLF) | 17,607 | -943 | $662 |
XLF | 17,607 | -943 | $662 |
AON PLC | 2,270 | +134 | $661 |
AON | 2,270 | +134 | $661 |
SHOPIFY INC | 8,483 | -2,117 | $661 |
SHOP | 8,483 | -2,117 | $661 |
NOVO NORDISK A S | 6,340 | +768 | $656 |
NVO | 6,340 | +768 | $656 |
ELECTRONIC ARTS INC | 4,759 | -430 | $651 |
EA | 4,759 | -430 | $651 |
BP PLC | 18,366 | -2,267 | $650 |
BP | 18,366 | -2,267 | $650 |
KROGER CO | 14,206 | -63 | $649 |
KR | 14,206 | -63 | $649 |
ISHARES TR (IYR) | 7,061 | +20 | $645 |
IYR | 7,061 | +20 | $645 |
DOLLAR GEN CORP NEW | 4,721 | -500 | $642 |
DG | 4,721 | -500 | $642 |
HEWLETT PACKARD ENTERPRISE C | 37,771 | -4,651 | $641 |
HPE | 37,771 | -4,651 | $641 |
ISHARES TR (IJK) | 8,016 | -417 | $635 |
IJK | 8,016 | -417 | $635 |
AGCO CORP | 5,203 | -25 | $632 |
AGCO | 5,203 | -25 | $632 |
PRUDENTIAL FINL INC | 6,082 | +265 | $631 |
PRU | 6,082 | +265 | $631 |
OCCIDENTAL PETE CORP | 10,555 | -209 | $630 |
OXY | 10,555 | -209 | $630 |
DTE ENERGY CO | 5,678 | +1,478 | $626 |
DTE | 5,678 | +1,478 | $626 |
ARCHER DANIELS MIDLAND CO | 8,520 | +272 | $615 |
ADM | 8,520 | +272 | $615 |
ISHARES TR (CRBN) | 3,702 | UNCH | $613 |
CRBN | 3,702 | UNCH | $613 |
ISHARES TR (ESGD) | 8,049 | +2,503 | $608 |
ESGD | 8,049 | +2,503 | $608 |
PAYCHEX INC | 5,108 | -154 | $608 |
PAYX | 5,108 | -154 | $608 |
HEALTHPEAK PROPERTIES INC | 30,561 | -487 | $605 |
PEAK | 30,561 | -487 | $605 |
CHUBB LIMITED | 2,641 | -251 | $597 |
CB | 2,641 | -251 | $597 |
GSK PLC | 16,102 | -829 | $597 |
GSK | 16,102 | -829 | $597 |
DOMINOS PIZZA INC | 1,430 | -31 | $589 |
DPZ | 1,430 | -31 | $589 |
SELECT SECTOR SPDR TR (XLY) | 3,247 | +1,071 | $581 |
XLY | 3,247 | +1,071 | $581 |
DUPONT DE NEMOURS INC | 7,499 | -503 | $577 |
DD | 7,499 | -503 | $577 |
ING GROEP N.V. | 38,073 | +431 | $572 |
ING | 38,073 | +431 | $572 |
PALANTIR TECHNOLOGIES INC | 32,861 | +2,983 | $564 |
PLTR | 32,861 | +2,983 | $564 |
VANGUARD INDEX FDS (VXF) | 3,366 | -11 | $553 |
VXF | 3,366 | -11 | $553 |
ISHARES TR (IQLT) | 14,671 | +1,031 | $551 |
IQLT | 14,671 | +1,031 | $551 |
DEVON ENERGY CORP NEW | 12,031 | -3,552 | $545 |
DVN | 12,031 | -3,552 | $545 |
MORGAN STANLEY | 5,839 | +769 | $545 |
MS | 5,839 | +769 | $545 |
ZIMMER BIOMET HOLDINGS INC | 4,426 | -66 | $539 |
ZBH | 4,426 | -66 | $539 |
MANAGER DIRECTED PORTFOLIOS | 53,869 | +53,869 | $537 |
VGSR | 53,869 | +53,869 | $537 |
NORTHROP GRUMMAN CORP | 1,135 | +277 | $532 |
NOC | 1,135 | +277 | $532 |
SEMPRA | 7,119 | -3 | $532 |
SRE | 7,119 | -3 | $532 |
BALL CORP | 9,230 | -2 | $531 |
BALL | 9,230 | -2 | $531 |
SELECT SECTOR SPDR TR (XLP) | 7,339 | +948 | $529 |
XLP | 7,339 | +948 | $529 |
ISHARES TR (XVV) | 14,453 | UNCH | $526 |
XVV | 14,453 | UNCH | $526 |
WISDOMTREE TR | 7,896 | +1,435 | $524 |
DLN | 7,896 | +1,435 | $524 |
ASTRAZENECA PLC | 7,771 | +1,770 | $523 |
AZN | 7,771 | +1,770 | $523 |
GRANITESHARES ETF TR (COMB) | 26,849 | +2,421 | $522 |
COMB | 26,849 | +2,421 | $522 |
SCHWAB STRATEGIC TR | 11,144 | +139 | $520 |
SCHZ | 11,144 | +139 | $520 |
VANGUARD SCOTTSDALE FDS (VONV) | 7,159 | -739 | $519 |
VONV | 7,159 | -739 | $519 |
CLOROX CO DEL | 3,631 | +306 | $518 |
CLX | 3,631 | +306 | $518 |
AMERICAN WTR WKS CO INC NEW | 3,909 | +229 | $516 |
AWK | 3,909 | +229 | $516 |
VANGUARD WORLD FDS (VPU) | 3,765 | +15 | $516 |
VPU | 3,765 | +15 | $516 |
PNC FINL SVCS GROUP INC | 3,297 | -296 | $511 |
PNC | 3,297 | -296 | $511 |
INVESCO EXCHANGE TRADED FD T (PRF) | 14,450 | +1,094 | $509 |
PRF | 14,450 | +1,094 | $509 |
ISHARES TR (IWS) | 4,356 | -12 | $507 |
IWS | 4,356 | -12 | $507 |
MANULIFE FINL CORP | 22,949 | +1,678 | $507 |
MFC | 22,949 | +1,678 | $507 |
VANGUARD BD INDEX FDS (VUSB) | 10,225 | -5,834 | $506 |
VUSB | 10,225 | -5,834 | $506 |
GILEAD SCIENCES INC | 6,206 | +358 | $503 |
GILD | 6,206 | +358 | $503 |
ISHARES TR (IJT) | 4,018 | -1,210 | $503 |
IJT | 4,018 | -1,210 | $503 |
VANGUARD ADMIRAL FDS INC (VOOV) | 2,993 | UNCH | $503 |
VOOV | 2,993 | UNCH | $503 |
TE CONNECTIVITY LTD | 3,537 | -138 | $497 |
TEL | 3,537 | -138 | $497 |
HANCOCK WHITNEY CORPORATION | 10,123 | UNCH | $492 |
HWC | 10,123 | UNCH | $492 |
TOTALENERGIES SE | 7,223 | +236 | $487 |
TTE | 7,223 | +236 | $487 |
PAYPAL HLDGS INC | 7,876 | +288 | $484 |
PYPL | 7,876 | +288 | $484 |
SCHWAB STRATEGIC TR | 7,798 | -3,704 | $483 |
FNDX | 7,798 | -3,704 | $483 |
SEAGATE TECHNOLOGY HLDNGS PL | 5,630 | -55 | $481 |
STX | 5,630 | -55 | $481 |
ENBRIDGE INC | 13,264 | +4,332 | $478 |
ENB | 13,264 | +4,332 | $478 |
PUBLIC SVC ENTERPRISE GRP IN | 7,795 | +129 | $477 |
PEG | 7,795 | +129 | $477 |
AUTOZONE INC | 183 | +1 | $473 |
AZO | 183 | +1 | $473 |
CORTEVA INC | 9,874 | -575 | $473 |
CTVA | 9,874 | -575 | $473 |
DIMENSIONAL ETF TRUST (DFLV) | 17,331 | +17,331 | $469 |
DFLV | 17,331 | +17,331 | $469 |
ISHARES TR (IBB) | 3,427 | +1,237 | $466 |
IBB | 3,427 | +1,237 | $466 |
ISHARES TR (KXI) | 7,809 | +2,754 | $463 |
KXI | 7,809 | +2,754 | $463 |
ALLIANT ENERGY CORP | 8,983 | +197 | $461 |
LNT | 8,983 | +197 | $461 |
VANGUARD WORLD FDS (VDC) | 2,411 | -70 | $460 |
VDC | 2,411 | -70 | $460 |
ISHARES TR (IWC) | 3,951 | -40 | $458 |
IWC | 3,951 | -40 | $458 |
QUANTA SVCS INC | 2,116 | -23 | $457 |
PWR | 2,116 | -23 | $457 |
ISHARES TR (ILCG) | 6,700 | UNCH | $454 |
ILCG | 6,700 | UNCH | $454 |
VALERO ENERGY CORP | 3,476 | -65 | $452 |
VLO | 3,476 | -65 | $452 |
SPIRE INC | 7,239 | +526 | $451 |
SR | 7,239 | +526 | $451 |
VANGUARD WORLD FDS (VCR) | 1,479 | -25 | $450 |
VCR | 1,479 | -25 | $450 |
KELLANOVA | 8,025 | -328 | $449 |
K | 8,025 | -328 | $449 |
COMMERCE BANCSHARES INC (CBSH) | 8,355 | -1,116 | $446 |
CBSH | 8,355 | -1,116 | $446 |
CANADIAN NATL RY CO | 3,531 | -100 | $444 |
CNI | 3,531 | -100 | $444 |
YUM CHINA HLDGS INC | 10,457 | +2,304 | $444 |
YUMC | 10,457 | +2,304 | $444 |
TRACTOR SUPPLY CO | 2,061 | +479 | $443 |
TSCO | 2,061 | +479 | $443 |
M & T BK CORP | 3,224 | -60 | $442 |
MTB | 3,224 | -60 | $442 |
J P MORGAN EXCHANGE TRADED F (JPST) | 8,724 | +8,724 | $438 |
JPST | 8,724 | +8,724 | $438 |
ALIBABA GROUP HLDG LTD | 5,609 | +415 | $435 |
BABA | 5,609 | +415 | $435 |
HESS CORP | 3,015 | +74 | $435 |
HES | 3,015 | +74 | $435 |
MONOLITHIC PWR SYS INC | 689 | +6 | $435 |
MPWR | 689 | +6 | $435 |
PINTEREST INC | 11,709 | -9,836 | $434 |
PINS | 11,709 | -9,836 | $434 |
SPDR SER TR (SPYV) | 9,170 | +213 | $428 |
SPYV | 9,170 | +213 | $428 |
ALIGN TECHNOLOGY INC | 1,558 | +63 | $427 |
ALGN | 1,558 | +63 | $427 |
FORTINET INC | 7,300 | +2,421 | $427 |
FTNT | 7,300 | +2,421 | $427 |
OLD REP INTL CORP | 14,446 | -300 | $425 |
ORI | 14,446 | -300 | $425 |
OMNICOM GROUP INC | 4,887 | +137 | $423 |
OMC | 4,887 | +137 | $423 |
WARNER BROS DISCOVERY INC | 37,140 | -443 | $423 |
WBD | 37,140 | -443 | $423 |
SPDR INDEX SHS FDS (RWX) | 15,423 | -4,677 | $421 |
RWX | 15,423 | -4,677 | $421 |
ABRDN SILVER ETF TRUST (SIVR) | 18,500 | UNCH | $421 |
SIVR | 18,500 | UNCH | $421 |
ENSTAR GROUP LIMITED | 1,423 | +1,423 | $419 |
ESGR | 1,423 | +1,423 | $419 |
INDEPENDENT BK CORP MASS | 6,358 | +6,358 | $418 |
INDB | 6,358 | +6,358 | $418 |
CROWN CASTLE INC | 3,591 | +3,591 | $414 |
CCI | 3,591 | +3,591 | $414 |
ROSS STORES INC | 2,967 | +6 | $411 |
ROST | 2,967 | +6 | $411 |
ADVANCED DRAIN SYS INC DEL | 2,923 | -3,897 | $411 |
WMS | 2,923 | -3,897 | $411 |
CANADIAN PACIFIC KANSAS CITY | 5,155 | -109 | $408 |
CP | 5,155 | -109 | $408 |
COCA COLA CONS INC | 438 | +3 | $407 |
COKE | 438 | +3 | $407 |
UNILEVER PLC | 8,345 | +518 | $405 |
UL | 8,345 | +518 | $405 |
SPDR INDEX SHS FDS (EWX) | 7,161 | -389 | $404 |
EWX | 7,161 | -389 | $404 |
FIRST TR VALUE LINE DIVID IN (FVD) | 9,972 | -48 | $404 |
FVD | 9,972 | -48 | $404 |
ISHARES TR (IGM) | 900 | UNCH | $403 |
IGM | 900 | UNCH | $403 |
STELLAR BANCORP INC | 14,292 | UNCH | $398 |
STEL | 14,292 | UNCH | $398 |
BROOKFIELD INFRAST PARTNERS | 12,596 | UNCH | $397 |
BIP | 12,596 | UNCH | $397 |
SCHLUMBERGER LTD | 7,637 | +1,110 | $397 |
SLB | 7,637 | +1,110 | $397 |
SELECT SECTOR SPDR TR (XLU) | 6,265 | +1,469 | $397 |
XLU | 6,265 | +1,469 | $397 |
REALTY INCOME CORP | 6,898 | -586 | $396 |
O | 6,898 | -586 | $396 |
ROYAL BK CDA | 3,875 | +1,194 | $392 |
RY | 3,875 | +1,194 | $392 |
CROCS INC | 4,183 | -28 | $391 |
CROX | 4,183 | -28 | $391 |
XYLEM INC | 3,402 | -912 | $389 |
XYL | 3,402 | -912 | $389 |
CENTENE CORP DEL | 5,199 | -3,853 | $386 |
CNC | 5,199 | -3,853 | $386 |
PRINCIPAL FINANCIAL GROUP IN | 4,910 | -979 | $386 |
PFG | 4,910 | -979 | $386 |
CITIGROUP INC | 7,466 | -3,496 | $384 |
C | 7,466 | -3,496 | $384 |
METLIFE INC | 5,754 | -1,181 | $381 |
MET | 5,754 | -1,181 | $381 |
MARKEL GROUP INC | 268 | +3 | $381 |
MKL | 268 | +3 | $381 |
DELL TECHNOLOGIES INC | 4,968 | +4,968 | $380 |
DELL | 4,968 | +4,968 | $380 |
8X8 INC NEW | 100,000 | UNCH | $378 |
EGHT | 100,000 | UNCH | $378 |
WILLIS TOWERS WATSON PLC LTD | 1,553 | +45 | $375 |
WTW | 1,553 | +45 | $375 |
ISHARES INC (ACWV) | 3,703 | -156 | $372 |
ACWV | 3,703 | -156 | $372 |
NATIONAL GRID PLC | 5,472 | +1,499 | $372 |
NGG | 5,472 | +1,499 | $372 |
HARTFORD FINL SVCS GROUP INC | 4,611 | +1,413 | $371 |
HIG | 4,611 | +1,413 | $371 |
FIRST BUSEY CORP | 14,872 | UNCH | $369 |
BUSE | 14,872 | UNCH | $369 |
ISHARES TR (IYW) | 2,985 | -839 | $366 |
IYW | 2,985 | -839 | $366 |
SPDR SER TR (RWR) | 3,839 | +7 | $366 |
RWR | 3,839 | +7 | $366 |
AFFIRM HLDGS INC | 7,363 | +7,363 | $362 |
AFRM | 7,363 | +7,363 | $362 |
EATON VANCE TAX ADVT DIV INC | 16,190 | UNCH | $360 |
EVT | 16,190 | UNCH | $360 |
BROWN FORMAN CORP | $359 | ||
BF.B | 6,280 | -383 | $359 |
BADGER METER INC | 2,326 | +331 | $359 |
BMI | 2,326 | +331 | $359 |
DIMENSIONAL ETF TRUST (DFSE) | 11,346 | +3 | $359 |
DFSE | 11,346 | +3 | $359 |
INVESCO DB COMMDY INDX TRCK | 16,265 | -769 | $358 |
DBC | 16,265 | -769 | $358 |
JACOBS SOLUTIONS INC | 2,734 | +44 | $355 |
J | 2,734 | +44 | $355 |
NUSHARES ETF TR (NULV) | 9,807 | +9,807 | $352 |
NULV | 9,807 | +9,807 | $352 |
CNX RES CORP | 17,474 | -5,000 | $349 |
CNX | 17,474 | -5,000 | $349 |
ISHARES TR (LQD) | 3,154 | +3,154 | $349 |
LQD | 3,154 | +3,154 | $349 |
MOTOROLA SOLUTIONS INC | 1,115 | -30 | $349 |
MSI | 1,115 | -30 | $349 |
SELECT SECTOR SPDR TR (XLB) | 4,079 | -719 | $349 |
XLB | 4,079 | -719 | $349 |
CROWDSTRIKE HLDGS INC | 1,359 | -177 | $347 |
CRWD | 1,359 | -177 | $347 |
FIRST SOLAR INC | 2,008 | +271 | $346 |
FSLR | 2,008 | +271 | $346 |
HARBORONE BANCORP INC NEW | 28,842 | +28,842 | $346 |
HONE | 28,842 | +28,842 | $346 |
DOVER CORP | 2,233 | +14 | $343 |
DOV | 2,233 | +14 | $343 |
HUMANA INC | 748 | +22 | $342 |
HUM | 748 | +22 | $342 |
JEFFERIES FINL GROUP INC | 8,471 | -132 | $342 |
JEF | 8,471 | -132 | $342 |
CHARTER COMMUNICATIONS INC N | 878 | -554 | $341 |
CHTR | 878 | -554 | $341 |
BLACK HILLS CORP | 6,267 | +6,267 | $338 |
BKH | 6,267 | +6,267 | $338 |
OLD DOMINION FREIGHT LINE IN | 835 | UNCH | $338 |
ODFL | 835 | UNCH | $338 |
PARKER HANNIFIN CORP | 731 | +47 | $337 |
PH | 731 | +47 | $337 |
MICRON TECHNOLOGY INC | 3,931 | +388 | $335 |
MU | 3,931 | +388 | $335 |
MOODYS CORP | 855 | +64 | $334 |
MCO | 855 | +64 | $334 |
ENTERPRISE FINL SVCS CORP | 7,403 | -500 | $331 |
EFSC | 7,403 | -500 | $331 |
VANECK ETF TRUST (SMH) | 1,890 | +368 | $331 |
SMH | 1,890 | +368 | $331 |
FIDELITY COMWLTH TR | 5,569 | +708 | $330 |
ONEQ | 5,569 | +708 | $330 |
ENTERGY CORP NEW | 3,256 | +837 | $329 |
ETR | 3,256 | +837 | $329 |
JOHNSON CTLS INTL PLC | 5,715 | +189 | $329 |
JCI | 5,715 | +189 | $329 |
ETF SER SOLUTIONS (NUSI) | 14,708 | +1,400 | $329 |
NUSI | 14,708 | +1,400 | $329 |
WILLIAMS COS INC | 9,458 | -6,973 | $329 |
WMB | 9,458 | -6,973 | $329 |
SPDR SER TR (SPYD) | 8,350 | UNCH | $327 |
SPYD | 8,350 | UNCH | $327 |
BROOKFIELD RENEWABLE PARTNER | 12,412 | +450 | $326 |
BEP | 12,412 | +450 | $326 |
TEVA PHARMACEUTICAL INDS LTD | 31,162 | -52 | $325 |
TEVA | 31,162 | -52 | $325 |
DARDEN RESTAURANTS INC | 1,963 | -119 | $323 |
DRI | 1,963 | -119 | $323 |
ISHARES TR (DVY) | 2,746 | -459 | $322 |
DVY | 2,746 | -459 | $322 |
TERADYNE INC | 2,953 | +557 | $320 |
TER | 2,953 | +557 | $320 |
ISHARES TR (IAGG) | 6,329 | +6,329 | $315 |
IAGG | 6,329 | +6,329 | $315 |
SUPERIOR GROUP OF CO INC | 23,361 | UNCH | $315 |
SGC | 23,361 | UNCH | $315 |
QUEST DIAGNOSTICS INC | 2,280 | -21 | $314 |
DGX | 2,280 | -21 | $314 |
VANGUARD ADMIRAL FDS INC (VIOV) | 3,553 | +18 | $314 |
VIOV | 3,553 | +18 | $314 |
CARRIER GLOBAL CORPORATION | 5,456 | -949 | $313 |
CARR | 5,456 | -949 | $313 |
SUMMIT FINL GROUP INC | 10,200 | UNCH | $313 |
SMMF | 10,200 | UNCH | $313 |
LIMBACH HLDGS INC | 6,870 | UNCH | $312 |
LMB | 6,870 | UNCH | $312 |
EXTRA SPACE STORAGE INC | 1,942 | -177 | $311 |
EXR | 1,942 | -177 | $311 |
FIRST HORIZON CORPORATION | 21,968 | -1,068 | $311 |
FHN | 21,968 | -1,068 | $311 |
ADAM NAT RES FD INC | 15,029 | +15,029 | $310 |
PEO | 15,029 | +15,029 | $310 |
DBX ETF TR (DBEF) | 8,347 | -618 | $309 |
DBEF | 8,347 | -618 | $309 |
INVESCO EXCH TRADED FD TR II (PGX) | 26,830 | -632 | $308 |
PGX | 26,830 | -632 | $308 |
KRAFT HEINZ CO | 8,213 | +271 | $304 |
KHC | 8,213 | +271 | $304 |
TYLER TECHNOLOGIES INC | 728 | -4 | $304 |
TYL | 728 | -4 | $304 |
UNITED STS OIL FD LP | 4,562 | UNCH | $304 |
USO | 4,562 | UNCH | $304 |
CARPENTER TECHNOLOGY CORP | 4,280 | -38 | $303 |
CRS | 4,280 | -38 | $303 |
TORONTO DOMINION BK ONT | 4,667 | +30 | $302 |
TD | 4,667 | +30 | $302 |
AMPLITUDE INC | 23,300 | -9,346 | $296 |
AMPL | 23,300 | -9,346 | $296 |
BLACKROCK MUNIYIELD MICH QU | 25,901 | +25,901 | $294 |
MIY | 25,901 | +25,901 | $294 |
MARVELL TECHNOLOGY INC | 4,869 | +291 | $294 |
MRVL | 4,869 | +291 | $294 |
ISHARES TR (ICLN) | 18,618 | +2,506 | $290 |
ICLN | 18,618 | +2,506 | $290 |
INVESCO EXCH TRADED FD TR II (QQQM) | 1,723 | +6 | $290 |
QQQM | 1,723 | +6 | $290 |
ASML HOLDING N V | 382 | -39 | $289 |
ASML | 382 | -39 | $289 |
PPL CORP | 10,588 | +284 | $287 |
PPL | 10,588 | +284 | $287 |
KINDER MORGAN INC DEL | 16,077 | +306 | $284 |
KMI | 16,077 | +306 | $284 |
PROSHARES TR (NOBL) | 2,987 | +8 | $284 |
NOBL | 2,987 | +8 | $284 |
ISHARES TR (SGOV) | 2,831 | +81 | $284 |
SGOV | 2,831 | +81 | $284 |
ISHARES TR (IWY) | 1,614 | +1,614 | $283 |
IWY | 1,614 | +1,614 | $283 |
GENERAL MTRS CO | 7,768 | +7,768 | $279 |
GM | 7,768 | +7,768 | $279 |
GLOBAL X FDS | 6,300 | +6,300 | $279 |
MLPA | 6,300 | +6,300 | $279 |
FIDELITY NATL INFORMATION SV | 4,622 | +31 | $278 |
FIS | 4,622 | +31 | $278 |
SPDR SER TR (XBI) | 3,117 | -50 | $278 |
XBI | 3,117 | -50 | $278 |
MID AMER APT CMNTYS INC | 2,064 | +22 | $277 |
MAA | 2,064 | +22 | $277 |
RADIAN GROUP INC | 9,685 | +764 | $277 |
RDN | 9,685 | +764 | $277 |
ISHARES TR (IEF) | 2,847 | -179 | $274 |
IEF | 2,847 | -179 | $274 |
REPUBLIC SVCS INC | 1,663 | +34 | $274 |
RSG | 1,663 | +34 | $274 |
BROWN & BROWN INC | 3,843 | -971 | $273 |
BRO | 3,843 | -971 | $273 |
GE HEALTHCARE TECHNOLOGIES I | 3,535 | +109 | $273 |
GEHC | 3,535 | +109 | $273 |
REMITLY GLOBAL INC | 14,064 | UNCH | $273 |
RELY | 14,064 | UNCH | $273 |
RIVIAN AUTOMOTIVE INC | 11,645 | +1,192 | $273 |
RIVN | 11,645 | +1,192 | $273 |
FIRSTENERGY CORP | 7,347 | +554 | $269 |
FE | 7,347 | +554 | $269 |
JONES LANG LASALLE INC | 1,425 | +1,425 | $269 |
JLL | 1,425 | +1,425 | $269 |
SIMON PPTY GROUP INC NEW | 1,879 | +1,879 | $268 |
SPG | 1,879 | +1,879 | $268 |
SHELL PLC | 4,057 | -228 | $267 |
SHEL | 4,057 | -228 | $267 |
DIAGEO PLC | 1,825 | +161 | $266 |
DEO | 1,825 | +161 | $266 |
KB HOME | 4,249 | -196 | $265 |
KBH | 4,249 | -196 | $265 |
THE TRADE DESK INC | 3,653 | -48 | $263 |
TTD | 3,653 | -48 | $263 |
ISHARES TR (USIG) | 5,132 | +5,132 | $263 |
USIG | 5,132 | +5,132 | $263 |
IONIS PHARMACEUTICALS INC | 5,170 | UNCH | $262 |
IONS | 5,170 | UNCH | $262 |
PG&E CORP | 14,467 | +21 | $261 |
PCG | 14,467 | +21 | $261 |
FIDELITY COVINGTON TRUST | 1,812 | +107 | $260 |
FTEC | 1,812 | +107 | $260 |
INVESCO EXCHANGE TRADED FD T (PSI) | 5,250 | UNCH | $260 |
PSI | 5,250 | UNCH | $260 |
INVESCO EXCHANGE TRADED FD T (PWV) | 5,123 | UNCH | $260 |
PWV | 5,123 | UNCH | $260 |
CHECK POINT SOFTWARE TECH LT | 1,696 | -220 | $259 |
CHKP | 1,696 | -220 | $259 |
DELUXE CORP | 12,021 | +12,021 | $258 |
DLX | 12,021 | +12,021 | $258 |
ISHARES TR (IGSB) | 5,027 | +5,027 | $258 |
IGSB | 5,027 | +5,027 | $258 |
SYNOVUS FINL CORP | 6,842 | +6,842 | $258 |
SNV | 6,842 | +6,842 | $258 |
DIMENSIONAL ETF TRUST (DFEV) | 10,193 | +277 | $257 |
DFEV | 10,193 | +277 | $257 |
SYNOPSYS INC | 498 | -3 | $257 |
SNPS | 498 | -3 | $257 |
FIRST TRUST LRGCP GWT ALPHAD (FTC) | 2,332 | UNCH | $255 |
FTC | 2,332 | UNCH | $255 |
INGERSOLL RAND INC | 3,292 | +44 | $255 |
IR | 3,292 | +44 | $255 |
PROSHARES TR (TDV) | 3,666 | UNCH | $255 |
TDV | 3,666 | UNCH | $255 |
T MOBILE US INC | 1,586 | +1,586 | $254 |
TMUS | 1,586 | +1,586 | $254 |
ISHARES INC (EEMS) | 4,373 | UNCH | $253 |
EEMS | 4,373 | UNCH | $253 |
ISHARES TR (IGV) | 625 | -7 | $253 |
IGV | 625 | -7 | $253 |
PROLOGIS INC. | 1,894 | -509 | $252 |
PLD | 1,894 | -509 | $252 |
ANHEUSER BUSCH INBEV SA NV | 3,889 | -919 | $251 |
BUD | 3,889 | -919 | $251 |
INVESCO EXCH TRADED FD TR II (SPLV) | 4,010 | +423 | $251 |
SPLV | 4,010 | +423 | $251 |
WP CAREY INC | 3,854 | -1,423 | $250 |
WPC | 3,854 | -1,423 | $250 |
REGIONS FINANCIAL CORP NEW | 12,832 | +912 | $249 |
RF | 12,832 | +912 | $249 |
SMUCKER J M CO | 1,957 | -51 | $247 |
SJM | 1,957 | -51 | $247 |
COGNIZANT TECHNOLOGY SOLUTIO | 3,251 | -27 | $246 |
CTSH | 3,251 | -27 | $246 |
PLAINS ALL AMERN PIPELINE L | 16,218 | UNCH | $246 |
PAA | 16,218 | UNCH | $246 |
WSFS FINL CORP | 5,347 | +5,347 | $246 |
WSFS | 5,347 | +5,347 | $246 |
CGI INC | 2,285 | +2 | $245 |
GIB | 2,285 | +2 | $245 |
JANUS HENDERSON GROUP PLC | 8,114 | -1 | $245 |
JHG | 8,114 | -1 | $245 |
HUBBELL INC | 743 | -1 | $244 |
HUBB | 743 | -1 | $244 |
WEC ENERGY GROUP INC | 2,904 | +2,904 | $244 |
WEC | 2,904 | +2,904 | $244 |
DRAFTKINGS INC NEW | 6,891 | +53 | $243 |
DKNG | 6,891 | +53 | $243 |
EVERSOURCE ENERGY | 3,933 | -733 | $243 |
ES | 3,933 | -733 | $243 |
BIO RAD LABS INC | $242 | ||
BIO.B | 760 | UNCH | $242 |
CORNING INC | 7,930 | -913 | $241 |
GLW | 7,930 | -913 | $241 |
AUTODESK INC | 981 | +11 | $239 |
ADSK | 981 | +11 | $239 |
CARNIVAL CORP | 12,897 | -1,603 | $239 |
CCL | 12,897 | -1,603 | $239 |
MODERNA INC | 2,396 | +82 | $238 |
MRNA | 2,396 | +82 | $238 |
EOG RES INC | 1,963 | +28 | $237 |
EOG | 1,963 | +28 | $237 |
BROOKFIELD CORP | 5,832 | -1,115 | $234 |
BN | 5,832 | -1,115 | $234 |
SANOFI | 4,698 | -615 | $234 |
SNY | 4,698 | -615 | $234 |
KEYCORP | 16,159 | +5,616 | $233 |
KEY | 16,159 | +5,616 | $233 |
ISHARES TR (USRT) | 4,286 | +4,286 | $233 |
USRT | 4,286 | +4,286 | $233 |
ISHARES TR (IYG) | 1,293 | +1,293 | $232 |
IYG | 1,293 | +1,293 | $232 |
MERCADOLIBRE INC | 147 | +147 | $231 |
MELI | 147 | +147 | $231 |
PENTAIR PLC | 3,179 | +40 | $231 |
PNR | 3,179 | +40 | $231 |
LYONDELLBASELL INDUSTRIES N | 2,409 | -43 | $229 |
LYB | 2,409 | -43 | $229 |
D R HORTON INC | 1,489 | +1,489 | $226 |
DHI | 1,489 | +1,489 | $226 |
GENERAC HLDGS INC | 1,749 | -619 | $226 |
GNRC | 1,749 | -619 | $226 |
AIRBNB INC | 1,650 | +92 | $225 |
ABNB | 1,650 | +92 | $225 |
PACCAR INC | 2,305 | +2,305 | $225 |
PCAR | 2,305 | +2,305 | $225 |
CHURCHILL DOWNS INC | 1,655 | +1,655 | $223 |
CHDN | 1,655 | +1,655 | $223 |
EDISON INTL | 3,117 | -122 | $223 |
EIX | 3,117 | -122 | $223 |
ESCALADE INC | 11,094 | UNCH | $223 |
ESCA | 11,094 | UNCH | $223 |
SIRIUS XM HOLDINGS INC | 40,719 | +2,260 | $223 |
SIRI | 40,719 | +2,260 | $223 |
ISHARES TR (TLT) | 2,212 | +2,212 | $219 |
TLT | 2,212 | +2,212 | $219 |
MONGODB INC | 534 | +534 | $218 |
MDB | 534 | +534 | $218 |
AMPHENOL CORP NEW | 2,185 | +2,185 | $217 |
APH | 2,185 | +2,185 | $217 |
CDW CORP | 956 | +956 | $217 |
CDW | 956 | +956 | $217 |
EBAY INC. | 4,980 | -200 | $217 |
EBAY | 4,980 | -200 | $217 |
FIRST TR EXCHANGE TRADED FD (FDN) | 1,160 | +1,160 | $216 |
FDN | 1,160 | +1,160 | $216 |
ICICI BANK LIMITED | 9,015 | +9,015 | $215 |
IBN | 9,015 | +9,015 | $215 |
DIGITAL RLTY TR INC | 1,584 | +1,584 | $213 |
DLR | 1,584 | +1,584 | $213 |
CANADIAN IMPERIAL BK COMM TO | 4,404 | +4,404 | $212 |
CM | 4,404 | +4,404 | $212 |
WILLIAMS SONOMA INC | 1,053 | +1,053 | $212 |
WSM | 1,053 | +1,053 | $212 |
CHENIERE ENERGY INC | 1,231 | +1,231 | $210 |
LNG | 1,231 | +1,231 | $210 |
INVESCO EXCHANGE TRADED FD T (PRFZ) | 5,594 | +5,594 | $210 |
PRFZ | 5,594 | +5,594 | $210 |
HUNTINGTON BANCSHARES INC (HBAN) | 16,183 | +864 | $206 |
HBAN | 16,183 | +864 | $206 |
NORTHWEST NAT HLDG CO | 5,270 | -178 | $205 |
NWN | 5,270 | -178 | $205 |
LINCOLN ELEC HLDGS INC | 938 | +938 | $204 |
LECO | 938 | +938 | $204 |
SIMULATIONS PLUS INC | 4,548 | +4,548 | $204 |
SLP | 4,548 | +4,548 | $204 |
GLOBANT S A | 854 | +854 | $203 |
GLOB | 854 | +854 | $203 |
MEDPACE HLDGS INC | 663 | +663 | $203 |
MEDP | 663 | +663 | $203 |
VERALTO CORP | 2,466 | +2,466 | $203 |
VLTO | 2,466 | +2,466 | $203 |
EQUINIX INC | 251 | +251 | $202 |
EQIX | 251 | +251 | $202 |
DISCOVER FINL SVCS | 1,791 | +1,791 | $201 |
DFS | 1,791 | +1,791 | $201 |
INFOSYS LTD | 10,751 | +189 | $198 |
INFY | 10,751 | +189 | $198 |
AVADEL PHARMACEUTICALS PLC | 13,710 | -800 | $194 |
AVDL | 13,710 | -800 | $194 |
MEDICAL PPTYS TRUST INC | 39,312 | +19,358 | $193 |
MPW | 39,312 | +19,358 | $193 |
CENCORA INC | 1,064 | -158 | $191 |
ABC | 1,064 | -158 | $191 |
NUVEEN MISSOURI QLT MUN INC | 17,655 | +100 | $177 |
NOM | 17,655 | +100 | $177 |
NEW YORK CMNTY BANCORP INC | 17,279 | -217 | $177 |
NYCB | 17,279 | -217 | $177 |
ENEL CHILE S.A. | 46,200 | +20,008 | $150 |
ENIC | 46,200 | +20,008 | $150 |
HERITAGE COMM CORP | 15,000 | UNCH | $149 |
HTBK | 15,000 | UNCH | $149 |
VIATRIS INC | 13,483 | -3,264 | $146 |
VTRS | 13,483 | -3,264 | $146 |
LIBERTY ALL STAR EQUITY FD | 21,787 | -2,315 | $139 |
USA | 21,787 | -2,315 | $139 |
PERMIAN RESOURCES CORP | 10,000 | UNCH | $136 |
PR | 10,000 | UNCH | $136 |
DNP SELECT INCOME FD INC | 15,450 | -1,384 | $131 |
DNP | 15,450 | -1,384 | $131 |
SOFI TECHNOLOGIES INC | 13,060 | +302 | $130 |
SOFI | 13,060 | +302 | $130 |
REDWOOD TRUST INC | 17,355 | UNCH | $129 |
RWT | 17,355 | UNCH | $129 |
ASE TECHNOLOGY HLDG CO LTD | 12,494 | -382 | $118 |
ASX | 12,494 | -382 | $118 |
SPROTT PHYSICAL SILVER TR | 14,035 | UNCH | $113 |
PSLV | 14,035 | UNCH | $113 |
BANCO SANTANDER S.A. | 27,200 | -1,225 | $113 |
SAN | 27,200 | -1,225 | $113 |
BANCO BILBAO VIZCAYA ARGENTA | 11,486 | +121 | $105 |
BBVA | 11,486 | +121 | $105 |
VODAFONE GROUP PLC NEW | 12,065 | -8,587 | $105 |
VOD | 12,065 | -8,587 | $105 |
HALEON PLC | 12,418 | -329 | $102 |
HLN | 12,418 | -329 | $102 |
WIPRO LTD | 18,303 | -68 | $102 |
WIT | 18,303 | -68 | $102 |
SUMITOMO MITSUI FINL GROUP I | 10,403 | +53 | $101 |
SMFG | 10,403 | +53 | $101 |
NEXTDOOR HOLDINGS INC | 52,456 | UNCH | $99 |
KIND | 52,456 | UNCH | $99 |
CHARGEPOINT HOLDINGS INC | 39,501 | +39,501 | $92 |
CHPT | 39,501 | +39,501 | $92 |
KINROSS GOLD CORP | 12,570 | +840 | $76 |
KGC | 12,570 | +840 | $76 |
GABELLI EQUITY TR INC | 14,014 | -6,536 | $71 |
GAB | 14,014 | -6,536 | $71 |
INFINERA CORP | 14,921 | -6,700 | $71 |
INFN | 14,921 | -6,700 | $71 |
AEGON LTD | 12,143 | +314 | $70 |
AEG | 12,143 | +314 | $70 |
TASEKO MINES LTD | 50,000 | UNCH | $70 |
TGB | 50,000 | UNCH | $70 |
MATTERPORT INC | 24,502 | +1,500 | $66 |
MTTR | 24,502 | +1,500 | $66 |
AURORA INNOVATION INC | 13,167 | +13,167 | $58 |
AUR | 13,167 | +13,167 | $58 |
AEMETIS INC | 10,000 | UNCH | $52 |
AMTX | 10,000 | UNCH | $52 |
NERDY INC | 14,954 | +14,954 | $51 |
NRDY | 14,954 | +14,954 | $51 |
ARBUTUS BIOPHARMA CORP | 17,720 | UNCH | $44 |
ABUS | 17,720 | UNCH | $44 |
AMBEV SA | 15,042 | +15,042 | $42 |
ABEV | 15,042 | +15,042 | $42 |
GERON CORP | 20,000 | UNCH | $42 |
GERN | 20,000 | UNCH | $42 |
GEE GROUP INC | 75,334 | UNCH | $38 |
JOB | 75,334 | UNCH | $38 |
SILVERCORP METALS INC | 14,300 | +300 | $38 |
SVM | 14,300 | +300 | $38 |
PERFECT CORP | 11,375 | +11,375 | $35 |
PERF | 11,375 | +11,375 | $35 |
GALECTIN THERAPEUTICS INC | 13,234 | UNCH | $22 |
GALT | 13,234 | UNCH | $22 |
GALIANO GOLD INC | 13,145 | +13,145 | $12 |
GAU | 13,145 | +13,145 | $12 |
CISO GLOBAL INC | 40,000 | -7,500 | $4 |
CISO | 40,000 | -7,500 | $4 |
AMERICAN AIRLS GROUP INC | $0 (exited) | ||
AAL | 0 | -10,790 | $0 |
AMCOR PLC | $0 (exited) | ||
AMCR | 0 | -10,474 | $0 |
ACTIVISION BLIZZARD INC | $0 (exited) | ||
ATVI | 0 | -5,977 | $0 |
BAXTER INTL INC | $0 (exited) | ||
BAX | 0 | -5,313 | $0 |
BSQUARE CORP | $0 (exited) | ||
BSQR | 0 | -126,668 | $0 |
FISERV INC | $0 (exited) | ||
FISV | 0 | -14,196 | $0 |
SCHWAB STRATEGIC TR | $0 (exited) | ||
FNDE | 0 | -8,157 | $0 |
GENCO SHIPPING & TRADING LTD | $0 (exited) | ||
GNK | 0 | -10,146 | $0 |
ISHARES TR | $0 (exited) | ||
HDV | 0 | -3,094 | $0 |
INMODE LTD | $0 (exited) | ||
INMD | 0 | -6,662 | $0 |
INTERNATIONAL PAPER CO | $0 (exited) | ||
IP | 0 | -9,872 | $0 |
ISHARES TR | $0 (exited) | ||
IYH | 0 | -776 | $0 |
LIBERTY BROADBAND CORP | $0 (exited) | ||
LBRDK | 0 | -2,343 | $0 |
GLOBAL X FDS | $0 (exited) | ||
LIT | 0 | -4,439 | $0 |
LLOYDS BANKING GROUP PLC | $0 (exited) | ||
LYG | 0 | -55,878 | $0 |
MACERICH CO | $0 (exited) | ||
MAC | 0 | -10,358 | $0 |
MARATHON OIL CORP | $0 (exited) | ||
MRO | 0 | -11,199 | $0 |
MURPHY USA INC | $0 (exited) | ||
MUSA | 0 | -1,508 | $0 |
NORWEGIAN CRUISE LINE HLDG L | $0 (exited) | ||
NCLH | 0 | -11,018 | $0 |
NELNET INC | $0 (exited) | ||
NNI | 0 | -2,241 | $0 |
NXU INC | $0 (exited) | ||
NXU | 0 | -37,463 | $0 |
OMEGA HEALTHCARE INVS INC | $0 (exited) | ||
OHI | 0 | -6,938 | $0 |
PAVMED INC | $0 (exited) | ||
PAVM | 0 | -70,000 | $0 |
PROSHARES TR | $0 (exited) | ||
QLD | 0 | -15,911 | $0 |
RITE AID CORP | $0 (exited) | ||
RAD | 0 | -30,851 | $0 |
RING ENERGY INC | $0 (exited) | ||
REI | 0 | -23,650 | $0 |
PROSHARES TR | $0 (exited) | ||
SSO | 0 | -15,325 | $0 |
TECK RESOURCES LTD | $0 (exited) | ||
TECK | 0 | -8,959 | $0 |
VANGUARD SCOTTSDALE FDS | $0 (exited) | ||
VCSH | 0 | -5,508 | $0 |
VMWARE INC | $0 (exited) | ||
VMW | 0 | -2,228 | $0 |
WOODWARD INC | 0 | -2,201 | $0 (exited) |
WWD | 0 | -2,201 | $0 |
See Summary: Buckingham Strategic Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Buckingham Strategic Wealth LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
ISTB | +45,071 | +$2,144 |
FI | +14,367 | +$1,908 |
FELC | +67,682 | +$1,799 |
COWS | +62,965 | +$1,709 |
SNA | +4,003 | +$1,156 |
XT | +16,496 | +$988 |
TLH | +8,249 | +$893 |
HAL | +22,940 | +$829 |
VGSR | +53,869 | +$537 |
DFLV | +17,331 | +$469 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
FISV | -14,196 | -$1,604 |
QLD | -15,911 | -$944 |
SSO | -15,325 | -$818 |
ATVI | -5,977 | -$560 |
MUSA | -1,508 | -$515 |
VCSH | -5,508 | -$414 |
TECK | -8,959 | -$386 |
VMW | -2,228 | -$371 |
IP | -9,872 | -$350 |
HDV | -3,094 | -$306 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BSVO | +2,885,893 | +$123,148 |
DFGR | +1,268,261 | +$34,449 |
DFEM | +1,207,337 | +$31,227 |
AVDV | +1,000,273 | +$65,906 |
DFSD | +765,902 | +$36,112 |
ITOT | +705,523 | +$95,049 |
DFNM | +683,991 | +$33,224 |
DISV | +649,857 | +$19,683 |
VGIT | +613,932 | +$46,613 |
DFUS | +600,275 | +$59,840 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
DFIV | -492,813 | +$3,110 |
BAC | -194,100 | -$3,131 |
DFUV | -177,542 | +$39,936 |
DFAT | -121,095 | +$78,763 |
BSV | -85,926 | -$3,728 |
DFAC | -76,055 | +$111,631 |
DFAS | -45,301 | +$16,264 |
SPTS | -41,198 | -$1,148 |
MUB | -33,806 | -$2,820 |
Size ($ in 1000's)
At 12/31/2023: $8,411,027 At 09/30/2023: $7,060,645 Buckingham Strategic Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buckingham Strategic Wealth LLC 13F filings. Link to 13F filings: SEC filings |