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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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VTI | Vanguard Total Stock Market... | - | $258.05 | $213,339,000 | 899,330 | % | 0 | 0 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $115,279,000 | 1,638,650 | % | 0 | 0 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $336.67 | $64,261,000 | 211,965 | % | 0 | 0 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.98 | $60,094,000 | 555,139 | % | 0 | 0 | 0 | N/A | |
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DGRO | iShares Core Dividend Growth | - | $57.77 | $48,393,000 | 899,155 | % | 0 | 0 | 0 | N/A | |
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IWD | iShares Russell 1000 Value | - | $176.89 | $47,345,000 | 286,508 | % | 0 | 0 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $96.24 | $45,312,000 | 456,548 | % | 0 | 0 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.81 | $42,108,000 | 151,931 | % | 0 | 0 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $520.84 | $21,136,000 | 44,467 | % | 0 | 0 | 0 | N/A | |
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FBIZ | First Business Financial Se... | - | $34.86 | $14,016,000 | 349,522 | % | 0 | 0 | 0 | N/A | |
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JPST | Jp Morgan Ultra Short Incom... | - | $0.00 | $10,898,000 | 216,961 | % | 0 | 0 | 0 | N/A | |
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AAPL | Apple Inc | - | $183.05 | $9,983,000 | 51,852 | % | 0 | 0 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $414.74 | $6,719,000 | 17,868 | % | 0 | 0 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $198.77 | $5,071,000 | 29,810 | % | 0 | 0 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $168.65 | $5,070,000 | 36,294 | % | 0 | 0 | 0 | N/A | |
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FISV | Fiserv Inc | - | $154.22 | $4,843,000 | 36,457 | % | 0 | 0 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,332.80 | $4,188,000 | 3,752 | % | 0 | 0 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $898.78 | $3,439,000 | 6,944 | % | 0 | 0 | 0 | N/A | |
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MTUM | Ishares Msci Usa Momentum F... | - | $0.00 | $3,190,000 | 20,335 | % | 0 | 0 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $760.00 | $3,091,000 | 5,302 | % | 0 | 0 | 0 | N/A | |
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ANET | Arista Networks, Inc. | - | $314.03 | $3,065,000 | 13,015 | % | 0 | 0 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $523.39 | $2,805,000 | 5,873 | % | 0 | 0 | 0 | N/A | |
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ACN | Accenture Plc | - | $306.33 | $2,600,000 | 7,410 | % | 0 | 0 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $205.54 | $2,576,000 | 13,385 | % | 0 | 0 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $207.19 | $2,573,000 | 12,960 | % | 0 | 0 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $482.29 | $2,488,000 | 4,170 | % | 0 | 0 | 0 | N/A | |
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ABC | AmerisourceBergen Corp | - | $224.60 | $2,468,000 | 12,019 | % | 0 | 0 | 0 | N/A | |
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PWR | Quanta Services Inc | - | $271.48 | $2,354,000 | 10,910 | % | 0 | 0 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $2,319,000 | 23,197 | % | 0 | 0 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.06 | $2,289,000 | 45,318 | % | 0 | 0 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.83 | $2,274,000 | 27,122 | % | 0 | 0 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $512.81 | $2,189,000 | 4,158 | % | 0 | 0 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $915.42 | $2,177,000 | 2,779 | % | 0 | 0 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $787.19 | $2,127,000 | 3,222 | % | 0 | 0 | 0 | N/A | |
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TMUS | T-Mobile Us Inc | - | $164.20 | $2,074,000 | 12,936 | % | 0 | 0 | 0 | N/A | |
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PEP | Pepsico Inc | - | $179.79 | $2,000,000 | 11,773 | % | 0 | 0 | 0 | N/A | |
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SYK | Stryker Corp | - | $330.58 | $1,964,000 | 6,558 | % | 0 | 0 | 0 | N/A | |
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IQV | IQVIA Holdings Inc | - | $234.08 | $1,942,000 | 8,395 | % | 0 | 0 | 0 | N/A | |
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C | Citigroup Inc | - | $63.53 | $1,921,000 | 37,353 | % | 0 | 0 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $187.05 | $1,848,000 | 10,844 | % | 0 | 0 | 0 | N/A | |
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EA | Electronic Arts Inc | - | $127.14 | $1,846,000 | 13,490 | % | 0 | 0 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $235.03 | $1,840,000 | 8,267 | % | 0 | 0 | 0 | N/A | |
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RSG | Republic Services Inc | - | $189.24 | $1,833,000 | 11,116 | % | 0 | 0 | 0 | N/A | |
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BAC | Bank of America Corp | - | $38.45 | $1,826,000 | 54,226 | % | 0 | 0 | 0 | N/A | |
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CSX | CSX Corp | - | $34.38 | $1,759,000 | 50,733 | % | 0 | 0 | 0 | N/A | |
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ICE | Intercontinental Exchange Inc | - | $133.99 | $1,747,000 | 13,604 | % | 0 | 0 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.81 | $1,716,000 | 18,291 | % | 0 | 0 | 0 | N/A | |
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PRU | Prudential Financial Inc | - | $118.83 | $1,702,000 | 16,407 | % | 0 | 0 | 0 | N/A | |
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SLB | Schlumberger Ltd | - | $48.50 | $1,685,000 | 32,376 | % | 0 | 0 | 0 | N/A | |
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XLI | SPDR Industrial Sector | - | $125.68 | $1,597,000 | 14,013 | % | 0 | 0 | 0 | N/A | |
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CTVA | Corteva, Inc. | - | $57.48 | $1,531,000 | 31,946 | % | 0 | 0 | 0 | N/A | |
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DRI | Darden Restaurants Inc | - | $148.25 | $1,503,000 | 9,145 | % | 0 | 0 | 0 | N/A | |
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KO | Coca-Cola Co | - | $63.26 | $1,496,000 | 25,380 | % | 0 | 0 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $286.17 | $1,463,000 | 5,578 | % | 0 | 0 | 0 | N/A | |
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GD | General Dynamics Corp | - | $296.44 | $1,433,000 | 5,518 | % | 0 | 0 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $187.48 | $1,399,000 | 9,205 | % | 0 | 0 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.79 | $1,397,000 | 15,470 | % | 0 | 0 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $182.08 | $1,335,000 | 9,228 | % | 0 | 0 | 0 | N/A | |
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AMGN | Amgen Inc | - | $310.15 | $1,266,000 | 4,394 | % | 0 | 0 | 0 | N/A | |
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EXPE | Expedia Inc | - | $112.84 | $1,242,000 | 8,183 | % | 0 | 0 | 0 | N/A | |
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USMV | iShares MSCI USA Minimum Vo... | - | $0.00 | $1,232,000 | 15,793 | % | 0 | 0 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $166.85 | $1,221,000 | 8,335 | % | 0 | 0 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $204.31 | $1,189,000 | 5,923 | % | 0 | 0 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $130.10 | $1,152,000 | 9,526 | % | 0 | 0 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.75 | $1,140,000 | 7,359 | % | 0 | 0 | 0 | N/A | |
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ANTM | Anthem Inc | - | $539.18 | $1,127,000 | 2,390 | % | 0 | 0 | 0 | N/A | |
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KR | Kroger Co | - | $55.90 | $1,118,000 | 24,452 | % | 0 | 0 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $222.54 | $1,095,000 | 5,133 | % | 0 | 0 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $1,083,000 | 9,931 | % | 0 | 0 | 0 | N/A | |
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JCI | Johnson Controls Internatio... | - | $65.59 | $1,073,000 | 18,617 | % | 0 | 0 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $170.29 | $1,056,000 | 7,490 | % | 0 | 0 | 0 | N/A | |
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PM | Philip Morris International... | - | $99.66 | $1,052,000 | 11,186 | % | 0 | 0 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $218.71 | $1,051,000 | 5,500 | % | 0 | 0 | 0 | N/A | |
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XLY | SPDR cnsmr discr sel sect | - | $178.10 | $1,010,000 | 5,651 | % | 0 | 0 | 0 | N/A | |
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WTRG | Essential Utilities Ord Shs | - | $51.94 | $986,000 | 26,386 | % | 0 | 0 | 0 | N/A | |
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INTC | Intel Corp | - | $29.85 | $964,000 | 19,189 | % | 0 | 0 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $71.20 | $946,000 | 13,060 | % | 0 | 0 | 0 | N/A | |
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AMT | American Tower Corp | - | $184.49 | $909,000 | 4,212 | % | 0 | 0 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.83 | $906,000 | 24,095 | % | 0 | 0 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $250.33 | $873,000 | 3,331 | % | 0 | 0 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $149.91 | $866,000 | 5,522 | % | 0 | 0 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.82 | $835,000 | 5,600 | % | 0 | 0 | 0 | N/A | |
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IWO | iShares Russell 2000 Growth | - | $259.92 | $790,000 | 3,132 | % | 0 | 0 | 0 | N/A | |
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MDY | Standrd Poor Mdcp 400 SPDR | - | $547.09 | $787,000 | 1,551 | % | 0 | 0 | 0 | N/A | |
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CIEN | Ciena Corp | - | $49.10 | $776,000 | 17,236 | % | 0 | 0 | 0 | N/A | |
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MCD | McDonalds Corp | - | $275.00 | $735,000 | 2,480 | % | 0 | 0 | 0 | N/A | |
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VOX | Vanguard Telecom Services ETF | - | $132.17 | $730,000 | 6,200 | % | 0 | 0 | 0 | N/A | |
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IWN | iShares Russell 2000 Value | - | $156.19 | $715,000 | 4,604 | % | 0 | 0 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $151.92 | $708,000 | 4,801 | % | 0 | 0 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $245.74 | $701,000 | 3,012 | % | 0 | 0 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $796.67 | $674,000 | 830 | % | 0 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $346.43 | $671,000 | 1,936 | % | 0 | 0 | 0 | N/A | |
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TTEK | Tetra Tech Inc | - | $213.73 | $661,000 | 3,961 | % | 0 | 0 | 0 | N/A | |
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TDG | Transdigm Group Inc | - | $1,310.49 | $660,000 | 652 | % | 0 | 0 | 0 | N/A | |
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TRI | Thomson Reuters Corp | - | $167.78 | $655,000 | 4,477 | % | 0 | 0 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $250.55 | $649,000 | 2,370 | % | 0 | 0 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.74 | $629,000 | 5,718 | % | 0 | 0 | 0 | N/A | |
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NKE | Nike Inc B | - | $90.94 | $620,000 | 5,713 | % | 0 | 0 | 0 | N/A | |
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ATI | Allegheny Technologies Inc | - | $59.70 | $612,000 | 13,455 | % | 0 | 0 | 0 | N/A | |
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PNC | PNC Financial Services Grou... | - | $157.58 | $575,000 | 3,713 | % | 0 | 0 | 0 | N/A |
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