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| Holdings Found : 100 | View All Holdings | Currently Viewing: Unchanged 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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VTI | Vanguard Total Stock Market... | - | $256.30 | $5,009,000 | 19,274 | % | 437,000 | 0 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $2,350,000 | 20,213 | % | 329,000 | 0 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.85 | $1,052,000 | 17,200 | % | 38,000 | 0 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $879,000 | 5,570 | % | 48,000 | 0 | 0 | N/A | |
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DFIS | Dfa Dimensional Internation... | - | $0.00 | $821,000 | 32,750 | % | 29,000 | 0 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $73.50 | $603,000 | 6,600 | % | -31,000 | 0 | 0 | N/A | |
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DFIV | Dimensional International V... | - | $37.01 | $520,000 | 14,150 | % | 34,000 | 0 | 0 | N/A | |
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GE | General Electric Co | - | $168.86 | $508,000 | 2,895 | % | 139,000 | 0 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $369,000 | 1,500 | % | 1,000 | 0 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $204.86 | $351,000 | 1,775 | % | -1,000 | 0 | 0 | N/A | |
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DE | Deere & Co | - | $405.42 | $349,000 | 850 | % | 9,000 | 0 | 0 | N/A | |
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BKNG | Booking Holdings Inc | - | $3,660.00 | $345,000 | 95 | % | 8,000 | 0 | 0 | N/A | |
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GLD | streetTRACKS Gold Trust | - | $213.58 | $335,000 | 1,630 | % | 23,000 | 0 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $312,000 | 1,783 | % | 9,000 | 0 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $287,000 | 5,751 | % | -4,000 | 0 | 0 | N/A | |
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HRL | Hormel Foods Corp | - | $35.12 | $269,000 | 7,700 | % | 22,000 | 0 | 0 | N/A | |
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GILD | Gilead Sciences Inc | - | $64.92 | $258,000 | 3,520 | % | -27,000 | 0 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $253,000 | 1,100 | % | 43,000 | 0 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $220,000 | 435 | % | -40,000 | 0 | 0 | N/A | |
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SHOO | Madden Steven Ltd | - | $40.76 | $211,000 | 5,000 | % | 1,000 | 0 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $211,000 | 700 | % | 27,000 | 0 | 0 | N/A | |
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SCHP | Schwab U.S. Tips Etf | - | $51.50 | $209,000 | 4,000 | % | 0 | 0 | 0 | N/A | |
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PANW | Palo Alto Networks Inc | - | $303.01 | $199,000 | 700 | % | -7,000 | 0 | 0 | N/A | |
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AMT | American Tower Corp | - | $181.33 | $190,000 | 964 | % | -18,000 | 0 | 0 | N/A | |
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WTRG | Essential Utilities Ord Shs | - | $51.94 | $187,000 | 5,055 | % | -2,000 | 0 | 0 | N/A | |
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BIV | Vanguard Intermediate-Term ... | - | $74.10 | $181,000 | 2,400 | % | -2,000 | 0 | 0 | N/A | |
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VTIP | Vanguard Short Term Inflati... | - | $48.00 | $177,000 | 3,700 | % | 1,000 | 0 | 0 | N/A | |
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BLK | BlackRock Inc A | - | $778.33 | $175,000 | 210 | % | 5,000 | 0 | 0 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $175,000 | 364 | % | 20,000 | 0 | 0 | N/A | |
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AFL | AFLAC Inc | - | $84.83 | $172,000 | 2,000 | % | 7,000 | 0 | 0 | N/A | |
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COP | ConocoPhillips | - | $123.06 | $168,000 | 1,316 | % | 15,000 | 0 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $284.23 | $158,000 | 550 | % | 14,000 | 0 | 0 | N/A | |
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AMGN | Amgen Inc | - | $307.31 | $158,000 | 555 | % | -2,000 | 0 | 0 | N/A | |
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MELI | Mercadolibre Inc | - | $1,716.78 | $144,000 | 95 | % | -5,000 | 0 | 0 | N/A | |
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VUSB | Vanguard Ultrashort Bond Etf | - | $0.00 | $140,000 | 2,819 | % | 1,000 | 0 | 0 | N/A | |
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MMM | 3M Co | - | $96.35 | $138,000 | 1,300 | % | -4,000 | 0 | 0 | N/A | |
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CNQ | Canadian Natural Resource (... | - | $77.10 | $137,000 | 1,800 | % | 19,000 | 0 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $136,000 | 275 | % | -9,000 | 0 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $43.67 | $134,000 | 2,475 | % | 7,000 | 0 | 0 | N/A | |
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GSK | GlaxoSmithKline Plc (ADR) | - | $40.41 | $132,000 | 3,080 | % | 18,000 | 0 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.92 | $132,000 | 1,712 | % | 0 | 0 | 0 | N/A | |
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CB | Chubb Ltd (ACE Ltd) | - | $251.63 | $130,000 | 500 | % | 17,000 | 0 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $129,000 | 793 | % | 13,000 | 0 | 0 | N/A | |
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BDX | Becton Dickinson & Co | - | $233.58 | $124,000 | 500 | % | 2,000 | 0 | 0 | N/A | |
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TMFG | Motley Fool Global Opportun... | - | $0.00 | $121,000 | 4,000 | % | 10,000 | 0 | 0 | N/A | |
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AEP | American Electric Power Co Inc | - | $90.58 | $116,000 | 1,350 | % | 6,000 | 0 | 0 | N/A | |
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PLTR | Palantir Technologies Inc | - | $21.56 | $113,000 | 4,890 | % | 29,000 | 0 | 0 | N/A | |
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EMR | Emerson Electric Co | - | $112.65 | $113,000 | 1,000 | % | 16,000 | 0 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $113,000 | 400 | % | -6,000 | 0 | 0 | N/A | |
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DHR | Danaher Corp | - | $249.55 | $112,000 | 450 | % | 8,000 | 0 | 0 | N/A | |
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TPYP | Tortoise North American Pip... | - | $0.00 | $110,000 | 3,944 | % | 8,000 | 0 | 0 | N/A | |
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FBHS | Fortune Brands Home & Secur... | - | $73.27 | $108,000 | 1,280 | % | 11,000 | 0 | 0 | N/A | |
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NEE | NextEra Energy | - | $72.85 | $104,000 | 1,626 | % | 5,000 | 0 | 0 | N/A | |
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DFAR | Dfa Dimensional Us Real Est... | - | $0.00 | $102,000 | 4,561 | % | -2,000 | 0 | 0 | N/A | |
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DEO | Diageo Plc (ADR) | - | $140.91 | $100,000 | 670 | % | 2,000 | 0 | 0 | N/A | |
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JCI | Johnson Controls Internatio... | - | $65.24 | $98,000 | 1,500 | % | 12,000 | 0 | 0 | N/A | |
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SU | Suncor Energy Inc (USA) | - | $39.04 | $89,000 | 2,415 | % | 12,000 | 0 | 0 | N/A | |
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GEHC | Ge Healthcare Holding Llc | - | $81.11 | $88,000 | 965 | % | 13,000 | 0 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $97.57 | $88,000 | 971 | % | 0 | 0 | 0 | N/A | |
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ITCI | Intra Cellular Therapies Inc | - | $67.00 | $87,000 | 1,250 | % | -3,000 | 0 | 0 | N/A | |
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DVN | Devon Energy Corp | - | $50.56 | $87,000 | 1,735 | % | 8,000 | 0 | 0 | N/A | |
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GPC | Genuine Parts Co | - | $154.35 | $80,000 | 514 | % | 9,000 | 0 | 0 | N/A | |
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SCHH | Schwab Us Reit | - | $19.23 | $74,000 | 3,630 | % | -1,000 | 0 | 0 | N/A | |
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PRF | Invesco FTSE RAFI US | - | $36.69 | $71,000 | 1,836 | % | 6,000 | 0 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $466.16 | $68,000 | 150 | % | 0 | 0 | 0 | N/A | |
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T | AT&T Corp | - | $17.11 | $66,000 | 3,737 | % | 3,000 | 0 | 0 | N/A | |
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FNDB | Schwab Fundamental Us Broad... | - | $64.74 | $66,000 | 1,000 | % | 5,000 | 0 | 0 | N/A | |
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NYT | New York Times Co | - | $47.74 | $65,000 | 1,505 | % | -9,000 | 0 | 0 | N/A | |
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SHM | Spdr Brcly Cap Shrt Trm Mu | - | $47.26 | $64,000 | 1,348 | % | 0 | 0 | 0 | N/A | |
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EEM | iShares MSCI Emrg Mkt Income | - | $42.28 | $62,000 | 1,500 | % | 2,000 | 0 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.50 | $61,000 | 600 | % | 5,000 | 0 | 0 | N/A | |
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APD | Air Products & Chemicals Inc | - | $246.27 | $61,000 | 250 | % | -7,000 | 0 | 0 | N/A | |
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UL | Unilever Plc (ADR) | - | $52.69 | $60,000 | 1,200 | % | 2,000 | 0 | 0 | N/A | |
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PYPL | Paypal Holdings, Inc. | - | $63.81 | $59,000 | 881 | % | 5,000 | 0 | 0 | N/A | |
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SCHG | Schwab Strategic Trust | - | $92.55 | $56,000 | 600 | % | 6,000 | 0 | 0 | N/A | |
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STZ | Constellation Brands Inc | - | $258.36 | $54,000 | 200 | % | 6,000 | 0 | 0 | N/A | |
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OXY | Occidental Petroleum Corp | - | $63.68 | $52,000 | 800 | % | 4,000 | 0 | 0 | N/A | |
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INTC | Intel Corp | - | $30.00 | $51,000 | 1,165 | % | -8,000 | 0 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $129.83 | $51,000 | 400 | % | 3,000 | 0 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $47.78 | $50,000 | 1,016 | % | 2,000 | 0 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $204.84 | $50,000 | 240 | % | 4,000 | 0 | 0 | N/A | |
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LOGI | Logitech International S.A ... | - | $84.39 | $49,000 | 550 | % | -3,000 | 0 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.69 | $49,000 | 1,102 | % | 1,000 | 0 | 0 | N/A | |
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GIS | General Mills Inc | - | $69.53 | $49,000 | 700 | % | 3,000 | 0 | 0 | N/A | |
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LNG | Cheniere Energy Inc | - | $157.13 | $48,000 | 300 | % | -3,000 | 0 | 0 | N/A | |
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ADSK | Autodesk Inc | - | $213.95 | $48,000 | 185 | % | 3,000 | 0 | 0 | N/A | |
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BR | Broadridge Financial Soluti... | - | $190.46 | $47,000 | 229 | % | 0 | 0 | 0 | N/A | |
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ROST | Ross Stores Inc | - | $132.76 | $44,000 | 300 | % | 2,000 | 0 | 0 | N/A | |
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TEL | Te Connectivity Ltd | - | $144.94 | $40,000 | 273 | % | 2,000 | 0 | 0 | Diversified Electronics | |
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FANG | Diamondback Energy, Inc. | - | $203.22 | $40,000 | 200 | % | 9,000 | 0 | 0 | N/A | |
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KMX | CarMax Inc | - | $70.34 | $38,000 | 435 | % | 5,000 | 0 | 0 | N/A | |
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SCHV | Schwab Strategic Trust | - | $73.98 | $38,000 | 500 | % | 3,000 | 0 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $440.06 | $38,000 | 85 | % | 3,000 | 0 | 0 | N/A | |
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EXPD | Expeditors International of... | - | $116.83 | $36,000 | 300 | % | -2,000 | 0 | 0 | N/A | |
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EIX | Edison International | - | $73.85 | $35,000 | 500 | % | -1,000 | 0 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $35,000 | 477 | % | 1,000 | 0 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.59 | $35,000 | 139 | % | 3,000 | 0 | 0 | N/A | |
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FTV | Fortive Corp | - | $76.53 | $34,000 | 400 | % | 5,000 | 0 | 0 | N/A | |
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PM | Philip Morris International... | - | $98.25 | $32,000 | 350 | % | -1,000 | 0 | 0 | N/A | |
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IP | International Paper Co | - | $39.28 | $31,000 | 800 | % | 2,000 | 0 | 0 | N/A |
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