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| Holdings Found : 100 | View All Holdings | Currently Viewing: Increased Positions | 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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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $75,686,000 | 1,308,082 | % | 9,138,000 | 97,680 | 0 | N/A | |
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TLH | iShares Barclays 10-20 Year... | - | $101.11 | $68,882,000 | 655,832 | % | 2,769,000 | 45,143 | 0 | N/A | |
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JKE | iShares Morningstar Large G... | - | $75.20 | $49,745,000 | 659,049 | % | 6,318,000 | 18,728 | 0 | N/A | |
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EFG | iShares MSCI EAFE Growth ETF | - | $0.00 | $39,119,000 | 376,906 | % | 2,645,000 | 302 | 0 | N/A | |
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MDYG | streetTRACKS Series Trust -... | - | $85.15 | $36,965,000 | 423,477 | % | 5,869,000 | 12,533 | 0 | N/A | |
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AVLV | Avantis Us Large Cap Value Etf | - | $0.00 | $34,735,000 | 540,539 | % | 7,772,000 | 73,731 | 0 | N/A | |
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SLYV | streetTRACKS Dow Jones US S... | - | $80.53 | $16,298,000 | 196,436 | % | -35,000 | 382 | 0 | N/A | |
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SCHZ | Schwab Us Aggregate Bond | - | $45.20 | $14,724,000 | 320,085 | % | -133,000 | 1,402 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $79.00 | $14,667,000 | 180,122 | % | 1,249,000 | 1,971 | 0 | N/A | |
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AVIV | Avantis International Large... | - | $0.00 | $13,494,000 | 249,520 | % | 866,000 | 4,214 | 0 | N/A | |
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AVUS | Avantis Us Equity Etf | - | $0.00 | $13,352,000 | 149,184 | % | 1,456,000 | 3,315 | 0 | N/A | |
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AVSC | Avantis Us Small Cap Equity... | - | $0.00 | $12,051,000 | 230,161 | % | 686,000 | 7,589 | 0 | N/A | |
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TOTL | SPDR DoubleLine Total Retur... | - | $39.36 | $11,905,000 | 297,257 | % | 134,000 | 4,798 | 0 | N/A | |
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KEMX | Kraneshares Msci Emerging M... | - | $0.00 | $11,557,000 | 393,954 | % | 486,000 | 5,669 | 0 | N/A | |
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JCPB | Jpmorgan Core Plus Bond Etf | - | $0.00 | $10,686,000 | 229,087 | % | 281,000 | 8,102 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $10,476,000 | 11,594 | % | 4,743,000 | 17 | 0 | N/A | |
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AVDE | Avantis International Equit... | - | $63.65 | $10,063,000 | 157,874 | % | 920,000 | 6,572 | 0 | N/A | |
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IVE | iShares S&P 500/BARRA Value | - | $182.16 | $8,787,000 | 47,036 | % | 627,000 | 109 | 0 | N/A | |
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HDV | Ishares High Dividend Equit... | - | $109.32 | $8,748,000 | 79,375 | % | 1,668,000 | 9,955 | 0 | N/A | |
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CORT | Corcept Therapeutics Inc | - | $25.40 | $7,844,000 | 311,383 | % | -2,234,000 | 1,092 | 0 | N/A | |
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AVUV | Avantis Us Small Cap Value Etf | - | $91.65 | $7,438,000 | 79,373 | % | 792,000 | 5,363 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $6,850,000 | 13,096 | % | 789,000 | 344 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $6,464,000 | 32,271 | % | 1,070,000 | 562 | 0 | N/A | |
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DON | Wisdom Tree Trust MidCap Di... | - | $46.58 | $6,328,000 | 129,754 | % | 626,000 | 4,958 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,325.37 | $5,856,000 | 4,419 | % | 1,014,000 | 81 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $148.95 | $5,637,000 | 35,635 | % | 143,000 | 585 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $5,339,000 | 33,849 | % | 475,000 | 1,239 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $53.10 | $5,084,000 | 98,521 | % | 115,000 | 288 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $5,004,000 | 17,748 | % | -168,000 | 305 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $344.50 | $4,512,000 | 12,314 | % | 933,000 | 210 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $4,487,000 | 6,124 | % | 467,000 | 33 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $4,468,000 | 9,033 | % | -253,000 | 66 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $203.78 | $4,433,000 | 21,081 | % | 273,000 | 352 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $4,426,000 | 73,550 | % | 606,000 | 49,317 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $4,395,000 | 11,458 | % | 452,000 | 79 | 0 | N/A | |
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ETN | Eaton Corp | - | $330.40 | $4,314,000 | 13,798 | % | 1,075,000 | 347 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $4,231,000 | 32,065 | % | 840,000 | 956 | 0.001 | Drug Manufacturers - ... | |
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ABBV | Abbvie Inc. | - | $160.45 | $4,195,000 | 23,035 | % | 715,000 | 582 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $4,136,000 | 25,490 | % | 491,000 | 613 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $3,813,000 | 7,932 | % | 385,000 | 84 | 0 | N/A | |
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VIGI | Vanguard International Divi... | - | $79.96 | $3,615,000 | 44,336 | % | 134,000 | 468 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | - | $186.44 | $3,516,000 | 18,326 | % | 344,000 | 703 | 0 | N/A | |
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VBK | Vanguard Small Cap Gr VIPERS | - | $249.84 | $3,499,000 | 13,420 | % | 299,000 | 183 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $3,320,000 | 18,968 | % | 210,000 | 658 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $3,302,000 | 28,410 | % | 468,000 | 60 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $466.16 | $3,248,000 | 7,140 | % | 102,000 | 198 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $3,114,000 | 12,662 | % | 87,000 | 339 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $913.28 | $3,008,000 | 3,096 | % | 661,000 | 100 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $2,978,000 | 10,671 | % | 273,000 | 282 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.44 | $2,834,000 | 23,162 | % | 782,000 | 434 | 0 | N/A | |
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GRMN | Garmin Ltd | - | $169.96 | $2,823,000 | 18,964 | % | 456,000 | 552 | 0 | N/A | |
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DUK | Duke Energy Corp | - | $102.38 | $2,808,000 | 29,036 | % | 64,000 | 759 | 0 | N/A | |
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IWS | iShares Tr Rssll Midcap Valu | - | $122.22 | $2,776,000 | 22,148 | % | 217,000 | 142 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $2,620,000 | 19,946 | % | 109,000 | 768 | 0 | N/A | |
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BA | Boeing Co | - | $180.35 | $2,574,000 | 13,336 | % | -857,000 | 173 | 0 | N/A | |
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IWR | iShares Tr Rssll MidCap Indx | - | $81.56 | $2,505,000 | 29,787 | % | 236,000 | 599 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $2,481,000 | 10,778 | % | 481,000 | 276 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | - | $60.21 | $2,436,000 | 39,909 | % | 268,000 | 968 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $183.95 | $2,431,000 | 13,954 | % | 83,000 | 182 | 0 | N/A | |
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NEE | NextEra Energy | - | $72.85 | $2,406,000 | 37,653 | % | 210,000 | 1,491 | 0 | N/A | |
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EW | Edwards Lifesciences Corp | - | $29.04 | $2,394,000 | 25,050 | % | 545,000 | 806 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $73.50 | $2,329,000 | 25,480 | % | -33,000 | 874 | 0 | N/A | |
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TAXF | American Century Diversifie... | - | $0.00 | $2,325,000 | 45,985 | % | 154,000 | 3,376 | 0 | N/A | |
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PFG | Principal Financial Group Inc | - | $82.98 | $2,274,000 | 26,351 | % | 286,000 | 1,076 | 0 | N/A | |
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HON | Honeywell International Inc | - | $198.05 | $2,249,000 | 10,957 | % | 24,000 | 345 | 0 | N/A | |
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SLB | Schlumberger Ltd | - | $47.86 | $2,220,000 | 40,494 | % | 194,000 | 1,571 | 0 | N/A | |
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CME | CME Group Inc | - | $211.84 | $2,181,000 | 10,130 | % | 185,000 | 653 | 0 | N/A | |
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AMGN | Amgen Inc | - | $307.31 | $2,093,000 | 7,360 | % | -11,000 | 55 | 0 | N/A | |
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PXD | Pioneer Natural Resources Co | - | $275.32 | $2,054,000 | 7,824 | % | 374,000 | 352 | 0 | N/A | |
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MS | Morgan Stanley | - | $95.64 | $1,909,000 | 20,274 | % | 83,000 | 697 | 0 | N/A | |
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AMT | American Tower Corp | - | $181.33 | $1,909,000 | 9,663 | % | -92,000 | 392 | 0 | N/A | |
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DHR | Danaher Corp | - | $249.55 | $1,773,000 | 7,099 | % | 184,000 | 231 | 0 | N/A | |
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SO | Southern Co | - | $77.63 | $1,757,000 | 24,495 | % | 49,000 | 133 | 0 | N/A | |
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IWN | iShares Russell 2000 Value | - | $155.37 | $1,677,000 | 10,559 | % | 38,000 | 8 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $1,676,000 | 27,596 | % | 103,000 | 21,920 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $147.77 | $1,622,000 | 10,914 | % | -73,000 | 133 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $1,523,000 | 7,976 | % | 283,000 | 394 | 0 | N/A | |
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VDE | Vanguard Energy VIPERS | - | $130.04 | $1,448,000 | 10,998 | % | 167,000 | 71 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $56.36 | $1,436,000 | 25,206 | % | 347,000 | 4,187 | 0 | N/A | |
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IWP | iShares Tr Russell MidCap Gr | - | $109.22 | $1,243,000 | 10,888 | % | 115,000 | 90 | 0 | N/A | |
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IJS | iShares S&P SmCp 600/BRR Vl | - | $99.80 | $1,222,000 | 11,894 | % | 40,000 | 423 | 0 | N/A | |
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DFUV | DFA Dimensional Us Marketwi... | - | $39.62 | $1,189,000 | 29,067 | % | 139,000 | 843 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $1,181,000 | 6,720 | % | -481,000 | 33 | 0 | Auto Manufacturers | |
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IJJ | iShares S&P MC 400/BARRA VL | - | $115.11 | $1,131,000 | 9,564 | % | 64,000 | 207 | 0 | N/A | |
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JSCP | Jpmorgan Short Duration Cor... | - | $0.00 | $1,109,000 | 23,838 | % | 11,000 | 258 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | - | $237.29 | $963,000 | 4,018 | % | 103,000 | 76 | 0 | N/A | |
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WSO.B | Watsco B | - | $445.15 | $941,000 | 2,199 | % | 6,000 | 7 | 0 | N/A | |
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JMUB | Jpmorgan Municipal Etf | - | $0.00 | $893,000 | 17,594 | % | 46,000 | 964 | 0 | N/A | |
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JMST | Jpmorgan Ultra Short Munici... | - | $0.00 | $869,000 | 17,129 | % | 42,000 | 822 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $828,000 | 16,495 | % | 344,000 | 6,395 | 0 | N/A | |
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IWO | iShares Russell 2000 Growth | - | $260.10 | $802,000 | 2,960 | % | 60,000 | 19 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.69 | $795,000 | 17,775 | % | 27,000 | 23 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.92 | $792,000 | 10,249 | % | 4,000 | 68 | 0 | N/A | |
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CBSH | Commerce Bancshares Inc | - | $56.41 | $772,000 | 14,507 | % | -1,000 | 29 | 0 | N/A | |
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MARB | First Trust Merger Arbitrag... | - | $0.00 | $760,000 | 38,391 | % | -5,000 | 457 | 0 | N/A | |
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VYMI | Vanguard International High... | - | $0.00 | $741,000 | 10,777 | % | 42,000 | 268 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $778.33 | $689,000 | 826 | % | 22,000 | 5 | 0 | N/A | |
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DE | Deere & Co | - | $405.42 | $684,000 | 1,664 | % | 24,000 | 14 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $159.58 | $673,000 | 4,130 | % | 120,000 | 432 | 0 | N/A | |
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UMBF | UMB Financial Corp | - | $82.11 | $640,000 | 7,354 | % | 28,000 | 27 | 0 | N/A |
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