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| Holdings Found : 92 | 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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QUAL | Ishares Msci Usa Quality Fa... | - | $0.00 | $251,072,000 | 1,527,665 | % | 28,427,000 | 14,511 | 0 | N/A | |
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SPYV | SPDR Dow Jones Wilshire Lar... | - | $48.85 | $119,358,000 | 2,382,401 | % | 11,073,000 | 60,173 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $115,035,000 | 1,549,919 | % | 12,677,000 | 94,934 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $109,549,000 | 1,803,564 | % | 11,855,000 | 1,451,068 | 0 | N/A | |
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SPYG | SPDR Dow Jones Wilshire Lar... | - | $73.15 | $100,301,000 | 1,371,164 | % | 13,362,000 | 34,871 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $97,900,000 | 885,811 | % | 7,553,000 | 51,193 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $53.10 | $29,937,000 | 580,170 | % | 928,000 | 6,648 | 0 | N/A | |
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ICF | iShares Tr Cohen & Steers | - | $0.00 | $22,255,000 | 385,706 | % | 2,115,000 | 42,774 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $20,090,000 | 47,752 | % | 2,227,000 | 248 | 0 | N/A | |
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IBTE | Ishares Ibonds Dec 2024 Ter... | - | $0.00 | $18,708,000 | 781,434 | % | 3,619,000 | 149,043 | 0 | N/A | |
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HEZU | Ishares Currency Hedged Msc... | - | $37.04 | $14,214,000 | 386,552 | % | 1,476,000 | 4,023 | 0 | N/A | |
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IBTF | Ishares Ibonds Dec 2025 Ter... | - | $0.00 | $9,870,000 | 424,865 | % | 8,465,000 | 364,528 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $9,233,000 | 19,208 | % | 1,008,000 | 377 | 0 | N/A | |
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RSP | Guggenheim ETF Trust - Gugg... | - | $164.46 | $7,398,000 | 43,677 | % | 509,000 | 21 | 0 | N/A | |
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DGRO | iShares Core Dividend Growth | - | $57.16 | $6,561,000 | 113,008 | % | 1,578,000 | 20,430 | 0 | N/A | |
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CARR | Carrier Global Corp | - | $64.31 | $6,419,000 | 110,433 | % | 137,000 | 1,084 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $5,380,000 | 14,025 | % | 525,000 | 16 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $96.26 | $4,953,000 | 50,570 | % | 17,000 | 840 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $4,737,000 | 31,109 | % | 363,000 | 71 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $3,394,000 | 19,391 | % | 130,000 | 176 | 0 | N/A | |
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MCK | McKesson Corp | - | $531.10 | $3,286,000 | 6,120 | % | 467,000 | 31 | 0.004 | Drugs Wholesale | |
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CTAS | Cintas Corp | - | $690.54 | $3,079,000 | 4,481 | % | 383,000 | 8 | 0 | N/A | |
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VYM | Vanguard High Dividend Yiel... | - | $118.59 | $3,008,000 | 24,861 | % | 237,000 | 39 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $573.64 | $2,814,000 | 4,842 | % | 273,000 | 54 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $2,738,000 | 16,874 | % | 306,000 | 275 | 0 | N/A | |
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ACN | Accenture Plc | - | $311.99 | $2,633,000 | 7,596 | % | -27,000 | 17 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $2,385,000 | 18,076 | % | 430,000 | 147 | 0.001 | Drug Manufacturers - ... | |
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LLY | Eli Lilly & Co | - | $775.00 | $2,367,000 | 3,042 | % | 595,000 | 2 | 0 | N/A | |
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DHR | Danaher Corp | - | $249.55 | $2,048,000 | 8,202 | % | 183,000 | 140 | 0 | N/A | |
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AMP | Ameriprise Financial Inc | - | $425.94 | $1,964,000 | 4,479 | % | 271,000 | 23 | 0 | N/A | |
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SNA | Snap-On Inc | - | $275.91 | $1,825,000 | 6,162 | % | 53,000 | 28 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $1,817,000 | 9,517 | % | 765,000 | 3,083 | 0 | N/A | |
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TER | Teradyne Inc | - | $120.43 | $1,809,000 | 16,033 | % | 72,000 | 26 | 0 | N/A | |
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ZTS | Zoetis Inc. | - | $164.92 | $1,605,000 | 9,483 | % | -263,000 | 21 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.94 | $1,601,000 | 6,411 | % | 109,000 | 8 | 0 | N/A | |
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CDW | Cdw Corp | - | $220.32 | $1,474,000 | 5,761 | % | 174,000 | 44 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.39 | $1,467,000 | 11,682 | % | 236,000 | 3 | 0 | N/A | |
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DFAC | Dimensional U S Core Equity... | - | $31.37 | $1,320,000 | 41,323 | % | 236,000 | 4,224 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $721.03 | $1,316,000 | 1,726 | % | 108,000 | 16 | 0 | N/A | |
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FAST | Fastenal Co | - | $66.78 | $1,269,000 | 16,450 | % | 210,000 | 102 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $1,251,000 | 4,436 | % | -58,000 | 20 | 0 | N/A | |
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IBB | iShares Tr Nasdaq Biotech | - | $132.59 | $1,237,000 | 9,015 | % | 92,000 | 590 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $418.82 | $1,226,000 | 2,934 | % | 54,000 | 53 | 0 | N/A | |
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AJG | Arthur J Gallagher & Co | - | $245.01 | $1,076,000 | 4,304 | % | 125,000 | 76 | 0 | N/A | |
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BOND | Pimco Total Return Exchange... | - | $89.43 | $1,048,000 | 11,404 | % | -5,000 | 19 | 0.033 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $1,041,000 | 2,161 | % | 160,000 | 95 | 0 | N/A | |
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REGN | Regeneron Pharmaceuticals Inc | - | $955.76 | $971,000 | 1,009 | % | 96,000 | 13 | 0 | N/A | |
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TSCO | Tractor Supply Co | - | $266.65 | $945,000 | 3,612 | % | 175,000 | 33 | 0 | N/A | |
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ROK | Rockwell Automation Inc | - | $273.59 | $934,000 | 3,206 | % | 597,000 | 2,120 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $916,000 | 8,063 | % | 64,000 | 323 | 0 | N/A | |
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MMC | Marsh & McLennan Companies Inc | - | $203.59 | $903,000 | 4,382 | % | 88,000 | 80 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $815,000 | 13,553 | % | 141,000 | 9,280 | 0 | N/A | |
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SOXX | iShares S&P GSTI Semiconductor | - | $218.92 | $798,000 | 3,534 | % | 119,000 | 2,356 | 0 | N/A | |
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VOE | Vanguard Mid-Cap Value ETF | - | $152.47 | $772,000 | 4,951 | % | 96,000 | 291 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.36 | $745,000 | 17,690 | % | 80,000 | 3 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $713,000 | 3,099 | % | 713,000 | 3,099 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.85 | $707,000 | 11,564 | % | 51,000 | 429 | 0 | N/A | |
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AME | Ametek Inc | - | $169.14 | $672,000 | 3,675 | % | 124,000 | 351 | 0 | N/A | |
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BA | Boeing Co | - | $180.35 | $665,000 | 3,445 | % | -74,000 | 611 | 0 | N/A | |
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LH | Laboratory Corp of America | - | $201.61 | $649,000 | 2,973 | % | -15,000 | 52 | 0 | N/A | |
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TT | Trane Technologies (Ingerso... | - | $327.60 | $644,000 | 2,145 | % | 140,000 | 80 | 0 | N/A | |
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REZ | iShares FTSE NAREIT Resid P... | - | $72.65 | $628,000 | 8,707 | % | -11,000 | 12 | 0 | N/A | |
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AMGN | Amgen Inc | - | $307.31 | $599,000 | 2,107 | % | 4,000 | 43 | 0 | N/A | |
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CVS | CVS/Caremark Corp | - | $54.91 | $570,000 | 7,145 | % | 14,000 | 100 | 0 | N/A | |
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VEEV | Veeva Systems Inc | - | $201.77 | $539,000 | 2,327 | % | 110,000 | 100 | 0 | N/A | |
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PFE | Pfizer Inc | - | $28.27 | $507,000 | 18,279 | % | 36,000 | 1,936 | 0 | N/A | |
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SMG | The Scotts Miracle-Gro Co | - | $66.54 | $458,000 | 6,146 | % | 184,000 | 1,855 | 0 | N/A | |
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ECL | Ecolab Inc | - | $233.23 | $452,000 | 1,958 | % | 72,000 | 44 | 0 | N/A | |
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ISRG | Intuitive Surgical Inc | - | $372.63 | $437,000 | 1,096 | % | 72,000 | 15 | 0 | Medical Appliances & ... | |
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GD | General Dynamics Corp | - | $292.74 | $425,000 | 1,506 | % | 41,000 | 28 | 0 | N/A | |
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MDT | Medtronic Plc | - | $81.55 | $417,000 | 4,782 | % | 26,000 | 32 | 0 | N/A | |
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ES | Eversource Energy | - | $61.04 | $389,000 | 6,514 | % | -13,000 | 8 | 0 | N/A | |
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ADSK | Autodesk Inc | - | $213.95 | $380,000 | 1,458 | % | 30,000 | 21 | 0 | N/A | |
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SMH | Vaneck Vectors Semiconducto... | - | $208.63 | $363,000 | 1,613 | % | 85,000 | 23 | 0 | N/A | |
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ANET | Arista Networks, Inc. | - | $291.67 | $350,000 | 1,206 | % | 71,000 | 20 | 0 | N/A | |
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MBB | iShares Barclays MBS Bond | - | $90.82 | $324,000 | 3,508 | % | -3,000 | 33 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $207.36 | $314,000 | 1,522 | % | 76,000 | 51 | 0 | N/A | |
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FTNT | Fortinet Inc | - | $59.63 | $314,000 | 4,592 | % | 53,000 | 141 | 0 | N/A | |
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DV | Doubleverify Holdings, Inc. | - | $18.78 | $311,000 | 8,841 | % | -4,000 | 282 | 0 | N/A | |
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WLTW | Willis Towers Watson Public... | - | $252.96 | $302,000 | 1,098 | % | 40,000 | 10 | 0 | N/A | |
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SCHX | Schwab Strategic Trust | - | $61.28 | $300,000 | 4,827 | % | 38,000 | 173 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.84 | $278,000 | 7,127 | % | 21,000 | 163 | 0 | N/A | |
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FNDX | Schwab Fundamental US Large... | - | $65.86 | $277,000 | 4,108 | % | 23,000 | 11 | 0 | N/A | |
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SRPT | Sarepta Therapeutics Inc | - | $132.58 | $261,000 | 2,013 | % | 261,000 | 2,013 | 0 | N/A | |
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XYL | Xylem Inc. | - | $141.20 | $251,000 | 1,945 | % | 41,000 | 110 | 0 | N/A | |
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TTC | Toro Co | - | $87.00 | $248,000 | 2,703 | % | -6,000 | 56 | 0 | N/A | |
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IWZ | iShares Russell 3000 Growth | - | $117.00 | $240,000 | 2,046 | % | 32,000 | 46 | 0 | N/A | |
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HALO | Halozyme Therapeutics Inc | - | $42.01 | $239,000 | 5,875 | % | 24,000 | 68 | 0 | N/A | |
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SCHE | Schwab Emerging Markets Equ... | - | $26.12 | $236,000 | 9,351 | % | 7,000 | 108 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $43.67 | $231,000 | 4,264 | % | 27,000 | 286 | 0 | N/A | |
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WDAY | Workday, Inc. | - | $249.63 | $231,000 | 846 | % | -2,000 | 2 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $135.93 | $227,000 | 1,755 | % | 23,000 | 77 | 0 | N/A |
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