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| Holdings Found : 94 | 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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VZ | Verizon Communications Inc | - | $39.48 | $39,335,000 | 937,450 | % | 4,013,000 | 514 | 0 | N/A | |
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SCHX | Schwab Strategic Trust | - | $61.28 | $24,501,000 | 394,790 | % | 11,189,000 | 158,756 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $475.42 | $16,032,000 | 33,352 | % | 2,599,000 | 2,600 | 0 | N/A | |
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SCHP | Schwab U.S. Tips Etf | - | $51.50 | $15,718,000 | 301,336 | % | 12,675,000 | 243,040 | 0 | N/A | |
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SGOL | Aberdeen Standard Physical ... | - | $22.05 | $15,081,000 | 710,017 | % | 3,788,000 | 137,955 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | - | $60.21 | $14,495,000 | 237,425 | % | 4,832,000 | 63,845 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $79.58 | $12,600,000 | 157,771 | % | 1,625,000 | 12,118 | 0 | N/A | |
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FNDE | Schwab Fundamental Emerging... | - | $29.18 | $10,666,000 | 384,208 | % | 1,271,000 | 38,031 | 0 | N/A | |
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SCHG | Schwab Strategic Trust | - | $92.55 | $10,279,000 | 110,863 | % | 2,973,000 | 22,792 | 0 | N/A | |
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DLN | WisdomTree LargeCap Dividen... | - | $70.09 | $10,259,000 | 142,113 | % | 2,912,000 | 31,437 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.84 | $9,119,000 | 233,694 | % | 6,741,000 | 169,342 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.59 | $7,455,000 | 29,838 | % | 921,000 | 1,752 | 0 | N/A | |
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TFLO | Ishares Treasury Floating R... | - | $0.00 | $7,106,000 | 140,191 | % | 74,000 | 871 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.10 | $6,406,000 | 67,853 | % | 1,216,000 | 5,950 | 0 | N/A | |
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VTIP | Vanguard Short Term Inflati... | - | $48.00 | $6,291,000 | 131,360 | % | 4,357,000 | 90,638 | 0 | N/A | |
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MLPA | Global X Mlp | - | $47.77 | $6,032,000 | 125,087 | % | 561,000 | 1,593 | 0 | N/A | |
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EMXC | Ishares Msci Emerging Marke... | - | $0.00 | $5,935,000 | 103,099 | % | 629,000 | 7,338 | 0 | N/A | |
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IEF | iShares Lehman 7-10 Year Tr... | - | $92.52 | $5,289,000 | 55,878 | % | 414,000 | 5,307 | 0 | N/A | |
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REGN | Regeneron Pharmaceuticals Inc | - | $955.76 | $5,204,000 | 5,407 | % | 2,920,000 | 2,807 | 0 | N/A | |
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TUA | Simplify Short Term Treasur... | - | $0.00 | $5,077,000 | 232,156 | % | 1,033,000 | 57,473 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $203.78 | $4,976,000 | 23,660 | % | 443,000 | 1,074 | 0 | N/A | |
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SPD | Simplify Us Equity Plus Dow... | - | $0.00 | $4,127,000 | 132,728 | % | 4,127,000 | 132,728 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $4,103,000 | 23,926 | % | -132,000 | 1,931 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $3,918,000 | 7,490 | % | 418,000 | 127 | 0 | N/A | |
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MTBA | Simplify Mbs Etf | - | $0.00 | $3,775,000 | 74,149 | % | 673,000 | 14,143 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $3,621,000 | 8,607 | % | 791,000 | 1,080 | 0 | N/A | |
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RYE | Invesco S&P 500 Equal Weigh... | - | $81.47 | $3,617,000 | 43,533 | % | 844,000 | 5,919 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $904.12 | $3,610,000 | 3,995 | % | 1,738,000 | 216 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $1,989,000 | 11,028 | % | 601,000 | 1,895 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $1,964,000 | 13,010 | % | 234,000 | 628 | 0 | N/A | |
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FLJP | Franklin Ftse Japan Etf | - | $0.00 | $1,956,000 | 63,030 | % | 1,390,000 | 42,797 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $1,840,000 | 15,827 | % | 317,000 | 590 | 0 | N/A | |
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USMV | iShares MSCI USA Minimum Vo... | - | $0.00 | $1,808,000 | 21,633 | % | 215,000 | 1,219 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $50.26 | $1,714,000 | 33,871 | % | 146,000 | 3,155 | 0 | N/A | |
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S | Sentinelone, Inc. | - | $20.96 | $1,550,000 | 66,485 | % | -272,000 | 91 | 0 | N/A | |
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BX | Blackstone Group LP | - | $120.62 | $1,447,000 | 11,011 | % | 16,000 | 82 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $1,415,000 | 2,691 | % | 223,000 | 195 | 0 | N/A | |
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MINT | Pimco ETF Trust | - | $100.27 | $1,352,000 | 13,445 | % | 54,000 | 442 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $108.26 | $1,308,000 | 11,833 | % | 36,000 | 87 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $1,288,000 | 8,457 | % | 224,000 | 907 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $1,281,000 | 3,046 | % | 287,000 | 259 | 0 | N/A | |
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DFAC | Dimensional U S Core Equity... | - | $31.37 | $1,208,000 | 37,796 | % | 247,000 | 4,930 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $1,175,000 | 2,419 | % | 407,000 | 248 | 0 | N/A | |
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AMD | Advanced Micro Devices Inc | - | $153.62 | $1,118,000 | 6,192 | % | 225,000 | 137 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $148.95 | $1,017,000 | 6,430 | % | 22,000 | 80 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $1,016,000 | 6,261 | % | 137,000 | 266 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $984,000 | 4,914 | % | 205,000 | 334 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.28 | $979,000 | 16,119 | % | 105,000 | 12,964 | 0 | N/A | |
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HBAN | Huntington Bancshares Inc | - | $14.05 | $958,000 | 68,662 | % | 88,000 | 234 | 0 | N/A | |
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RING | Ishares Msci Global Gold Mi... | - | $27.47 | $889,000 | 35,162 | % | 383,000 | 14,585 | 0 | N/A | |
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NFLX | Netflix Inc | - | $609.47 | $754,000 | 1,242 | % | 175,000 | 52 | 0 | N/A | |
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EPD | Enterprise Products Partner... | - | $28.39 | $727,000 | 24,901 | % | 76,000 | 200 | 0 | N/A | |
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ACN | Accenture Plc | - | $311.99 | $723,000 | 2,087 | % | 4,000 | 39 | 0 | N/A | |
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KLAC | KLA-Tencor Corp | - | $717.15 | $684,000 | 979 | % | 126,000 | 19 | 0 | N/A | |
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BK | Bank of New York Mellon Corp | - | $57.51 | $667,000 | 11,571 | % | 75,000 | 206 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $577,000 | 3,658 | % | 67,000 | 238 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $466.16 | $543,000 | 1,194 | % | 37,000 | 77 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $542,000 | 1,413 | % | 121,000 | 199 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $536,000 | 2,180 | % | 19,000 | 77 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $573.64 | $509,000 | 876 | % | 70,000 | 49 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.85 | $497,000 | 8,128 | % | 19,000 | 19 | 0 | N/A | |
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XLG | Invesco S&P 500 Top 50 ETF | - | $42.11 | $473,000 | 11,236 | % | 62,000 | 334 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $452,000 | 3,429 | % | 104,000 | 239 | 0 | Drug Manufacturers - ... | |
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BAR | Graniteshares Gold Trust | - | $0.00 | $447,000 | 20,345 | % | 49,000 | 850 | 0 | N/A | |
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ITA | iShares Dow Jones US Aerosp... | - | $0.00 | $432,000 | 3,277 | % | 31,000 | 112 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $413,000 | 1,479 | % | 108,000 | 307 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $394,000 | 2,065 | % | 76,000 | 119 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $159.58 | $392,000 | 2,406 | % | 35,000 | 20 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $385,000 | 1,366 | % | 34,000 | 181 | 0 | N/A | |
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PNC | PNC Financial Services Grou... | - | $157.21 | $378,000 | 2,337 | % | 22,000 | 39 | 0 | N/A | |
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DUK | Duke Energy Corp | - | $102.38 | $373,000 | 3,852 | % | 11,000 | 126 | 0 | N/A | |
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IXUS | Ishares Core Msci Total Int... | - | $68.17 | $371,000 | 5,468 | % | 47,000 | 481 | 0 | N/A | |
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HSY | Hershey Foods Corp | - | $199.96 | $368,000 | 1,892 | % | 21,000 | 30 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $357,000 | 3,141 | % | 34,000 | 207 | 0 | N/A | |
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CFBK | Central Federal Corp | - | $18.92 | $342,000 | 17,118 | % | 9,000 | 47 | 0 | N/A | |
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OKE | ONEOK Inc | - | $79.14 | $339,000 | 4,228 | % | 49,000 | 93 | 0 | N/A | |
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STZ | Constellation Brands Inc | - | $258.36 | $338,000 | 1,243 | % | 44,000 | 27 | 0 | N/A | |
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PPG | PPG Industries Inc | - | $133.43 | $334,000 | 2,303 | % | -4,000 | 44 | 0 | N/A | |
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FHLC | Fidelity Msci Health Care I... | - | $66.94 | $331,000 | 4,747 | % | 72,000 | 750 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $135.93 | $329,000 | 2,541 | % | 27,000 | 52 | 0 | N/A | |
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BAC | Bank of America Corp | - | $37.71 | $328,000 | 8,646 | % | 63,000 | 762 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $43.67 | $326,000 | 6,004 | % | 32,000 | 271 | 0 | N/A | |
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FQAL | Fidelity Quality Factor Etf | - | $0.00 | $312,000 | 5,287 | % | 73,000 | 893 | 0 | N/A | |
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XME | streetTRACKS Series Trust S... | - | $60.82 | $297,000 | 4,923 | % | 16,000 | 227 | 0 | N/A | |
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MO | Altria Group Inc | - | $44.29 | $290,000 | 6,655 | % | 35,000 | 341 | 0 | N/A | |
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NVS | Novartis AG (ADR) | - | $99.60 | $287,000 | 2,964 | % | -5,000 | 70 | 0 | N/A | |
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IJS | iShares S&P SmCp 600/BRR Vl | - | $99.80 | $271,000 | 2,634 | % | 271,000 | 2,634 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $76.40 | $265,000 | 3,664 | % | 27,000 | 204 | 0 | N/A | |
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RWO | Spdr Index Shares Fd | - | $40.95 | $260,000 | 6,073 | % | -5,000 | 5 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $258,000 | 5,160 | % | 25,000 | 550 | 0 | N/A | |
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PCT | Purecycle Technologies, Inc. | - | $0.00 | $257,000 | 41,310 | % | 152,000 | 15,341 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $250,000 | 4,163 | % | 250,000 | 4,163 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $243,000 | 1,389 | % | 34,000 | 158 | 0 | N/A | |
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IGV | iShares S&P GSTI Software I... | - | $0.00 | $223,000 | 2,620 | % | 10,000 | 2,096 | 0 | N/A |
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