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| Name: |
Broadleaf Partners LLC |
| City: |
Hudson |
| State: |
OH |
| Zip: |
44236 |
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| Holdings
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHF |
Schwab Strategic Trust |
5 |
- |
$39.40 |
$14,797,000 |
379,215 |
3.79% |
1,232,000 |
12,207 |
0.042 |
Closed - End Fund - Debt |
|
|
LLY |
Eli Lilly & Co |
6 |
- |
$807.86 |
$14,640,000 |
18,819 |
3.75% |
5,913,000 |
3,848 |
0.002 |
Drug Manufacturers - ... |
|
|
DXCM |
DexCom Inc |
10 |
- |
$127.38 |
$11,486,000 |
82,812 |
2.94% |
1,335,000 |
1,010 |
0.021 |
Medical Instruments &... |
|
|
SHW |
Sherwin Williams Co |
20 |
- |
$301.73 |
$7,293,000 |
20,997 |
1.87% |
2,242,000 |
4,804 |
0.008 |
General Building Mate... |
|
|
TSLA |
Tesla Motors Inc |
22 |
- |
$177.81 |
$6,903,000 |
39,267 |
1.77% |
832,000 |
14,833 |
0.001 |
Auto Manufacturers |
|
|
NFLX |
Netflix Inc |
23 |
- |
$649.00 |
$6,625,000 |
10,908 |
1.7% |
3,887,000 |
5,285 |
0.002 |
Music & Video Stores |
|
|
PGR |
Progressive Corp |
25 |
- |
$205.18 |
$6,528,000 |
31,563 |
1.67% |
4,067,000 |
16,112 |
0.005 |
Property & Casualty I... |
|
|
UBER |
Uber Technologies, Inc |
26 |
- |
$63.52 |
$6,404,000 |
83,186 |
1.64% |
3,770,000 |
40,407 |
0.005 |
N/A |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
30 |
- |
$79.17 |
$5,804,000 |
71,277 |
1.49% |
544,000 |
1,442 |
0.056 |
N/A |
|
|
DDOG |
Datadog, Inc. |
34 |
- |
$0.00 |
$5,075,000 |
41,058 |
1.3% |
2,211,000 |
17,464 |
0.016 |
N/A |
|
|
SCHD |
Schwab US Dividend Equity ETF |
37 |
- |
$77.44 |
$4,167,000 |
51,675 |
1.07% |
255,000 |
284 |
0.017 |
N/A |
|
|
SCHA |
Schwab Strategic Trust |
40 |
- |
$47.93 |
$2,929,000 |
59,489 |
0.75% |
236,000 |
2,472 |
0.004 |
Closed - End Fund - Debt |
|
|
IWP |
iShares Tr Russell MidCap Gr |
41 |
- |
$110.14 |
$2,248,000 |
19,696 |
0.58% |
194,000 |
33 |
0.003 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
42 |
- |
$44.08 |
$2,100,000 |
50,287 |
0.54% |
355,000 |
7,822 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
43 |
- |
$159.71 |
$1,770,000 |
10,870 |
0.45% |
156,000 |
74 |
0.002 |
Closed - End Fund - E... |
|
|
ABBV |
Abbvie Inc. |
44 |
- |
$155.34 |
$1,440,000 |
7,908 |
0.37% |
216,000 |
10 |
0 |
Drug Manufacturers - ... |
|
|
GLD |
streetTRACKS Gold Trust |
50 |
- |
$218.19 |
$721,000 |
3,507 |
0.18% |
79,000 |
151 |
0.001 |
Closed - End Fund - E... |
|
|
VTI |
Vanguard Total Stock Market... |
54 |
- |
$261.87 |
$590,000 |
2,269 |
0.15% |
114,000 |
263 |
0 |
Closed - End Fund - E... |
|
|
SCHB |
Schwab Strategic Trust |
56 |
- |
$61.48 |
$463,000 |
7,582 |
0.12% |
46,000 |
89 |
0.004 |
Closed - End Fund - Debt |
|
|
CVX |
Chevron Corp |
65 |
- |
$159.04 |
$320,000 |
2,027 |
0.08% |
19,000 |
12 |
0 |
Integrated Oil & Gas |
|
|
HBAN |
Huntington Bancshares Inc |
72 |
- |
$13.66 |
$267,000 |
19,107 |
0.07% |
27,000 |
209 |
0.001 |
Domestic Regional Banks |
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