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| Holdings Found : 99 | 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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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $24,000,000 | 86,597 | % | 2,574,000 | 671 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $203.78 | $13,748,000 | 68,496 | % | 3,009,000 | 7,735 | 0 | N/A | |
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SPYV | SPDR Dow Jones Wilshire Lar... | - | $48.85 | $12,590,000 | 269,987 | % | 1,856,000 | 9,837 | 0 | N/A | |
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EFV | iShares MSCI EAFE Value Ind... | - | $0.00 | $11,459,000 | 219,939 | % | 800,000 | 2,096 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $440.06 | $11,223,000 | 27,406 | % | 1,605,000 | 559 | 0 | N/A | |
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SPYG | SPDR Dow Jones Wilshire Lar... | - | $73.15 | $11,006,000 | 169,170 | % | 1,414,000 | 7,358 | 0 | N/A | |
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USTB | Victoryshares Usaa Core Sho... | - | $0.00 | $10,740,000 | 216,578 | % | 2,497,000 | 48,086 | 0 | N/A | |
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ITR | SPDR Series Trust | - | $32.35 | $10,678,000 | 325,260 | % | 543,000 | 2,988 | 0 | N/A | |
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EMM | Global X Emerging Markets Etf | - | $27.09 | $10,635,000 | 218,293 | % | 1,396,000 | 7,316 | 0 | N/A | |
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PCY | Invesco Emerging Markets S | - | $20.16 | $6,422,000 | 311,439 | % | 744,000 | 649 | 0 | N/A | |
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SCHO | Schwab Short-Term U.S. Tre... | - | $47.92 | $5,761,000 | 118,903 | % | 1,738,000 | 34,900 | 0 | N/A | |
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SLQD | iShares 0-5 Year Investment... | - | $49.03 | $5,484,000 | 111,460 | % | 744,000 | 12,707 | 0 | N/A | |
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SUB | iShares S&P S/T Natnl AMT-F... | - | $104.80 | $5,419,000 | 51,397 | % | 3,351,000 | 31,295 | 0 | N/A | |
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SLYV | streetTRACKS Dow Jones US S... | - | $80.53 | $4,976,000 | 59,724 | % | 657,000 | 38 | 0 | N/A | |
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VNLA | Janus Short Duration Income... | - | $48.33 | $4,673,000 | 96,708 | % | 1,467,000 | 29,885 | 0 | N/A | |
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SCHV | Schwab Strategic Trust | - | $73.98 | $4,398,000 | 62,732 | % | 412,000 | 900 | 0 | N/A | |
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XLI | SPDR Industrial Sector | - | $124.35 | $4,263,000 | 37,399 | % | 481,000 | 95 | 0 | N/A | |
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XLV | SPDR Select Sector Health | - | $142.08 | $4,101,000 | 30,069 | % | 364,000 | 1,045 | 0 | N/A | |
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AGGY | Wisdomtree Trust | - | $0.00 | $3,823,000 | 86,854 | % | 651,000 | 10,431 | 0 | N/A | |
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JSCP | Jpmorgan Short Duration Cor... | - | $0.00 | $3,640,000 | 78,188 | % | 983,000 | 19,622 | 0 | N/A | |
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FBND | Fidelity Total Bond Etf | - | $0.00 | $3,550,000 | 77,107 | % | 975,000 | 18,001 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $3,534,000 | 23,259 | % | 586,000 | 66 | 0 | N/A | |
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USFR | Wisdomtree Bloomberg Floati... | - | $50.40 | $3,519,000 | 70,043 | % | 53,000 | 1,164 | 0 | N/A | |
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GDX | VanEck Vectors Gold Miners ETF | - | $34.07 | $3,366,000 | 108,555 | % | 502,000 | 2,142 | 0.025 | Closed - End Fund - E... | |
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BOND | Pimco Total Return Exchange... | - | $89.43 | $3,169,000 | 34,273 | % | 762,000 | 6,891 | 0.099 | N/A | |
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VIGI | Vanguard International Divi... | - | $79.96 | $2,787,000 | 35,129 | % | 292,000 | 144 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $2,279,000 | 6,389 | % | 79,000 | 109 | 0 | N/A | |
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PFM | Invesco Dividend Achievers ... | - | $41.90 | $2,209,000 | 55,376 | % | 227,000 | 1,107 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $2,207,000 | 15,657 | % | 627,000 | 3,672 | 0 | N/A | |
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SCHZ | Schwab Us Aggregate Bond | - | $45.20 | $2,048,000 | 43,935 | % | 844,000 | 16,717 | 0 | N/A | |
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SMMU | Pimco Short Term Municipal ... | - | $49.81 | $1,929,000 | 38,562 | % | 497,000 | 9,311 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $220.83 | $1,920,000 | 9,001 | % | 226,000 | 41 | 0 | N/A | |
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FTSL | First Trust Senior Loan Fund | - | $46.24 | $1,706,000 | 37,031 | % | 171,000 | 3,481 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $79.58 | $1,533,000 | 20,350 | % | 569,000 | 6,362 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $1,499,000 | 8,825 | % | 7,000 | 18 | 0 | N/A | |
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PGX | Invesco Preferred ETF | - | $11.49 | $1,481,000 | 129,159 | % | 659,000 | 54,081 | 0 | N/A | |
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MUNI | PIMCO Intermediate Municipa... | - | $52.14 | $1,466,000 | 27,763 | % | 294,000 | 4,347 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $1,449,000 | 20,596 | % | 135,000 | 181 | 0 | N/A | |
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JPGB | Jpmorgan Global Bond Opport... | - | $0.00 | $1,423,000 | 29,773 | % | 473,000 | 8,900 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $1,337,000 | 8,966 | % | -172,000 | 14 | 0 | N/A | |
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AOM | iShares Trust | - | $42.17 | $1,294,000 | 31,170 | % | 105,000 | 619 | 0 | N/A | |
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IHI | iShares Dow Jones US Medica... | - | $55.15 | $1,248,000 | 23,127 | % | 351,000 | 4,626 | 0 | N/A | |
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XLP | SPDR Consmr Stpls Sector | - | $76.52 | $1,230,000 | 17,072 | % | 106,000 | 735 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $1,197,000 | 2,006 | % | 225,000 | 100 | 0 | N/A | |
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CIBR | First Trust Nasdaq Cea Cybe... | - | $0.00 | $1,163,000 | 21,598 | % | 186,000 | 97 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $1,148,000 | 10,606 | % | 173,000 | 275 | 0 | N/A | |
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JMBS | Janus Henderson Mortgagebac... | - | $44.15 | $1,142,000 | 24,853 | % | 697,000 | 14,591 | 0 | N/A | |
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PFFD | Global X Us Preferred Etf | - | $0.00 | $1,139,000 | 58,700 | % | 370,000 | 17,835 | 0 | N/A | |
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IWF | iShares Russell 1000 Growth | - | $335.19 | $1,125,000 | 3,711 | % | 201,000 | 238 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $78.51 | $1,078,000 | 14,156 | % | 87,000 | 145 | 0 | N/A | |
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VCIT | Vanguard Intermediate-Term | - | $79.25 | $1,025,000 | 12,609 | % | 89,000 | 292 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $1,020,000 | 7,299 | % | 91,000 | 200 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | - | $84.43 | $957,000 | 12,738 | % | 86,000 | 3 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $70.43 | $916,000 | 12,652 | % | 59,000 | 300 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $466.16 | $883,000 | 1,949 | % | 410,000 | 793 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.59 | $876,000 | 3,764 | % | 102,000 | 49 | 0 | N/A | |
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EWJ | iShares MSCI-Japan | - | $68.04 | $870,000 | 13,566 | % | 61,000 | 148 | 0 | N/A | |
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EMLP | First Trust North American ... | - | $30.28 | $842,000 | 30,390 | % | 57,000 | 684 | 0 | N/A | |
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SPHD | Invesco S&P 500 High Divide... | - | $44.40 | $841,000 | 19,823 | % | 64,000 | 5 | 0 | N/A | |
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PHEC | Phillips Edison & Company, Inc | - | $36.00 | $816,000 | 22,364 | % | 84,000 | 547 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $81.45 | $812,000 | 9,192 | % | 142,000 | 335 | 0 | N/A | |
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CI | Cigna Corporation | - | $347.35 | $760,000 | 2,538 | % | 159,000 | 436 | 0 | N/A | |
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JMUB | Jpmorgan Municipal Etf | - | $0.00 | $723,000 | 14,180 | % | 723,000 | 14,180 | 0 | N/A | |
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SHYD | VanEck Vectors Short High-Y... | - | $0.00 | $695,000 | 31,421 | % | 166,000 | 6,939 | 0 | N/A | |
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ITE | Spdr Brcly Cap Intrmd Trm | - | $27.75 | $682,000 | 23,876 | % | 242,000 | 7,887 | 0 | N/A | |
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IBB | iShares Tr Nasdaq Biotech | - | $132.59 | $681,000 | 5,013 | % | 120,000 | 422 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $667,000 | 4,077 | % | 104,000 | 66 | 0 | N/A | |
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SBI | Western Asset Intermediate ... | - | $7.85 | $654,000 | 84,900 | % | 79,000 | 4,572 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $96.26 | $650,000 | 6,548 | % | 115,000 | 863 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $183.95 | $639,000 | 3,749 | % | 60,000 | 109 | 0 | N/A | |
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SCHE | Schwab Emerging Markets Equ... | - | $26.12 | $598,000 | 24,125 | % | 53,000 | 1,379 | 0 | N/A | |
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IVE | iShares S&P 500/BARRA Value | - | $182.16 | $594,000 | 3,414 | % | 70,000 | 11 | 0 | N/A | |
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FGD | First Trust Dow Jones Globa... | - | $23.08 | $584,000 | 26,216 | % | 235,000 | 9,273 | 0 | N/A | |
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VBK | Vanguard Small Cap Gr VIPERS | - | $249.84 | $533,000 | 2,204 | % | 102,000 | 191 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.50 | $495,000 | 5,274 | % | 35,000 | 100 | 0 | N/A | |
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ACIM | Spdr Msci Acwi Imi | - | $59.34 | $471,000 | 8,508 | % | 147,000 | 2,093 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $470,000 | 893 | % | 21,000 | 2 | 0 | N/A | |
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AXP | American Express Co | - | $236.24 | $442,000 | 2,361 | % | 120,000 | 205 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $446.95 | $439,000 | 1,139 | % | 71,000 | 3 | 0 | N/A | |
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EEM | iShares MSCI Emrg Mkt Income | - | $42.28 | $411,000 | 10,226 | % | 45,000 | 579 | 0 | N/A | |
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FDX | Fedex Corp | - | $258.01 | $399,000 | 1,579 | % | -18,000 | 4 | 0 | N/A | |
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MINO | Pimco Municipal Income Oppo... | - | $0.00 | $386,000 | 8,505 | % | 105,000 | 1,950 | 0 | N/A | |
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BA | Boeing Co | - | $180.35 | $364,000 | 1,396 | % | 123,000 | 141 | 0 | N/A | |
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ANTM | Anthem Inc | - | $533.35 | $363,000 | 770 | % | 127,000 | 227 | 0 | N/A | |
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CMI | Cummins Inc | - | $289.06 | $346,000 | 1,443 | % | 46,000 | 130 | 0 | N/A | |
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KR | Kroger Co | - | $55.38 | $299,000 | 6,532 | % | 15,000 | 175 | 0 | N/A | |
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JMST | Jpmorgan Ultra Short Munici... | - | $0.00 | $273,000 | 5,385 | % | 31,000 | 590 | 0 | N/A | |
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BSCO | Invesco BulletShares 2024 C... | - | $21.03 | $272,000 | 13,005 | % | 24,000 | 1,015 | 0 | N/A | |
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BSMO | Invesco Bulletshares 2024 M... | - | $24.83 | $257,000 | 10,300 | % | 55,000 | 2,100 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | - | $186.44 | $256,000 | 1,421 | % | 34,000 | 28 | 0 | N/A | |
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CSX | CSX Corp | - | $34.22 | $242,000 | 6,994 | % | 27,000 | 2 | 0 | N/A | |
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SGOV | Ishares 03 Month Treasury B... | - | $0.00 | $236,000 | 2,350 | % | 9,000 | 100 | 0 | N/A | |
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MOAT | VANECK VECTORS ETF TR | - | $53.88 | $232,000 | 2,737 | % | 26,000 | 23 | 0 | N/A | |
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COP | ConocoPhillips | - | $123.06 | $225,000 | 1,941 | % | -7,000 | 8 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $47.78 | $224,000 | 4,746 | % | 224,000 | 4,746 | 0 | N/A | |
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NKE | Nike Inc B | - | $93.59 | $213,000 | 1,958 | % | 213,000 | 1,958 | 0 | N/A | |
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TYL | Tyler Technologies Inc | - | $481.02 | $211,000 | 504 | % | 211,000 | 504 | 0 | N/A | |
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FE | FirstEnergy Corp | - | $39.24 | $202,000 | 5,517 | % | 202,000 | 5,517 | 0.001 | Electric Utilities | |
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EIM | Eaton Vance Insured Municip... | - | $10.52 | $125,000 | 12,326 | % | 125,000 | 12,326 | 0 | N/A |
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