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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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SUB | iShares S&P S/T Natnl AMT-F... | - | $104.65 | $52,796,000 | 503,947 | % | 6,922,000 | 57,960 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $59.81 | $33,733,000 | 555,389 | % | 5,496,000 | 442,168 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $80.34 | $32,437,000 | 404,279 | % | 5,528,000 | 14,008 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $520.84 | $30,005,000 | 57,362 | % | 5,720,000 | 553 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $414.74 | $29,922,000 | 71,128 | % | 7,684,000 | 700 | 0 | N/A | |
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VGSH | Vanguard Scottsdale Funds | - | $57.74 | $25,265,000 | 435,074 | % | 5,665,000 | 101,555 | 0 | N/A | |
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XLY | SPDR cnsmr discr sel sect | - | $178.10 | $22,223,000 | 120,405 | % | 3,228,000 | 2,576 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $50.18 | $20,763,000 | 410,140 | % | 3,616,000 | 53,651 | 0 | N/A | |
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MUB | iShares S&P National Munici... | - | $106.80 | $17,901,000 | 166,273 | % | 1,515,000 | 6,473 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.83 | $17,774,000 | 419,697 | % | 3,882,000 | 1,791 | 0 | N/A | |
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XLI | SPDR Industrial Sector | - | $125.68 | $11,861,000 | 93,667 | % | 2,647,000 | 2,974 | 0 | N/A | |
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BIL | Spdr Brcly Cap 1-3 Mnth Tb | - | $0.00 | $11,625,000 | 126,661 | % | 8,426,000 | 92,109 | 0 | N/A | |
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EEM | iShares MSCI Emrg Mkt Income | - | $42.50 | $10,211,000 | 247,337 | % | 1,124,000 | 7,983 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $523.39 | $9,957,000 | 18,940 | % | 1,835,000 | 26 | 0 | N/A | |
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VGIT | Vanguard Intermediate -Ter | - | $57.66 | $9,496,000 | 162,201 | % | 6,739,000 | 120,440 | 0 | N/A | |
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SHY | Ishares Barclays 1-3 Treasu... | - | $81.28 | $8,375,000 | 102,433 | % | 6,624,000 | 80,804 | 0 | N/A | |
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ITE | Spdr Brcly Cap Intrmd Trm | - | $27.73 | $8,107,000 | 287,721 | % | 6,734,000 | 237,848 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $222.54 | $5,576,000 | 24,394 | % | 1,364,000 | 2,273 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.83 | $4,893,000 | 51,524 | % | 416,000 | 2,094 | 0 | N/A | |
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ORCL | Oracle Corp | - | $116.67 | $4,174,000 | 33,227 | % | 692,000 | 349 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $43.46 | $3,996,000 | 95,671 | % | 487,000 | 6,187 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $187.48 | $2,988,000 | 16,563 | % | 997,000 | 901 | 0 | N/A | |
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SPYG | SPDR Dow Jones Wilshire Lar... | - | $73.41 | $2,879,000 | 39,353 | % | 878,000 | 5,600 | 0 | N/A | |
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SPYV | SPDR Dow Jones Wilshire Lar... | - | $49.42 | $2,557,000 | 51,042 | % | 831,000 | 9,204 | 0 | N/A | |
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VHT | Vanguard Health Care Vipers | - | $262.19 | $2,537,000 | 9,380 | % | 780,000 | 1,908 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $166.85 | $2,399,000 | 14,784 | % | 300,000 | 396 | 0 | N/A | |
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XLC | Communication Services Sele... | - | $81.79 | $1,989,000 | 23,540 | % | 841,000 | 6,265 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $1,722,000 | 14,816 | % | 79,000 | 845 | 0 | N/A | |
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KO | Coca-Cola Co | - | $63.26 | $1,670,000 | 27,293 | % | 501,000 | 6,414 | 0 | N/A | |
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SHV | iShares Barclays Short Trea... | - | $110.21 | $1,465,000 | 13,250 | % | 65,000 | 574 | 0 | N/A | |
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VDC | Vangaurd Cnsmr Staples VIPER | - | $207.12 | $1,446,000 | 7,085 | % | 666,000 | 2,815 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $168.65 | $1,432,000 | 9,488 | % | 213,000 | 176 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $442.06 | $1,403,000 | 3,160 | % | 330,000 | 165 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.75 | $1,352,000 | 7,427 | % | 246,000 | 8 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $198.77 | $1,237,000 | 6,175 | % | 365,000 | 163 | 0 | N/A | |
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MPC | Marathon Petroleum Corp | - | $179.56 | $1,188,000 | 5,896 | % | 353,000 | 377 | 0 | N/A | |
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GWL | St Spdr S&P Wld Xus | - | $35.97 | $1,108,000 | 30,929 | % | 255,000 | 3,422 | 0 | N/A | |
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MDYG | streetTRACKS Series Trust -... | - | $85.93 | $1,036,000 | 11,874 | % | 272,000 | 830 | 0 | N/A | |
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RSP | Guggenheim ETF Trust - Gugg... | - | $166.11 | $949,000 | 5,601 | % | 205,000 | 350 | 0 | N/A | |
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VFH | Vanguard Financial VIPERS | - | $101.53 | $939,000 | 9,170 | % | 903,000 | 8,719 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $412.05 | $929,000 | 2,208 | % | 188,000 | 93 | 0 | N/A | |
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MDYV | streetTRACKS Series Trust -... | - | $74.81 | $911,000 | 11,985 | % | 238,000 | 1,613 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $593.03 | $901,000 | 1,550 | % | 158,000 | 82 | 0 | N/A | |
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MA | MasterCard Inc A | - | $456.98 | $869,000 | 1,804 | % | 211,000 | 142 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.74 | $866,000 | 7,631 | % | 140,000 | 136 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.82 | $787,000 | 4,987 | % | 47,000 | 600 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $512.81 | $787,000 | 1,598 | % | 64,000 | 164 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $787.19 | $725,000 | 989 | % | 210,000 | 78 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $181.14 | $682,000 | 3,737 | % | 147,000 | 295 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $79.30 | $613,000 | 7,604 | % | 127,000 | 730 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.06 | $600,000 | 12,016 | % | -37,000 | 160 | 0 | N/A | |
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MKL | Markel Corp | - | $1,652.22 | $584,000 | 384 | % | 192,000 | 118 | 0 | N/A | |
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SON | Sonoco Products Co | - | $58.97 | $518,000 | 8,960 | % | 86,000 | 1,010 | 0 | N/A | |
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IBM | International Business Mach... | - | $167.15 | $499,000 | 2,611 | % | 192,000 | 421 | 0 | N/A | |
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SLYG | SPDR Dow Jones Wilshire Sma... | - | $86.73 | $493,000 | 5,646 | % | 112,000 | 449 | 0 | N/A | |
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NEE | NextEra Energy | - | $73.79 | $458,000 | 7,170 | % | 75,000 | 492 | 0 | N/A | |
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NFLX | Netflix Inc | - | $610.87 | $452,000 | 744 | % | 242,000 | 188 | 0 | N/A | |
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KNSL | Kinsale Capital Group, Inc. | - | $380.65 | $433,000 | 825 | % | 298,000 | 500 | 0 | N/A | |
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VTWO | Vanguard Russell 2000 Etf | - | $82.60 | $409,000 | 4,814 | % | 359,000 | 4,114 | 0 | N/A | |
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MDLZ | Mondelez International Inc | - | $71.20 | $401,000 | 5,728 | % | 16,000 | 182 | 0 | N/A | |
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VIOO | Vanguard S&P Small-Cap 600 Etf | - | $100.14 | $397,000 | 3,907 | % | 320,000 | 3,031 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $354.79 | $386,000 | 1,055 | % | 99,000 | 4 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $182.08 | $385,000 | 2,274 | % | 138,000 | 52 | 0 | N/A | |
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AXP | American Express Co | - | $242.30 | $329,000 | 1,443 | % | 219,000 | 705 | 0 | N/A | |
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COF | Capital One Financial Corp | - | $142.56 | $327,000 | 2,199 | % | 118,000 | 48 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $48.03 | $319,000 | 6,473 | % | 250,000 | 4,801 | 0 | N/A | |
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NOC | Northrop Grumman Corp | - | $474.80 | $295,000 | 622 | % | 54,000 | 75 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $40.40 | $275,000 | 6,561 | % | 92,000 | 926 | 0 | N/A | |
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T | AT&T Corp | - | $17.17 | $272,000 | 15,478 | % | 91,000 | 3,403 | 0 | N/A | |
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DSI | iShares KLD 400 Social Index | - | $99.16 | $242,000 | 2,405 | % | 53,000 | 81 | 0 | N/A | |
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SYK | Stryker Corp | - | $330.58 | $239,000 | 669 | % | 63,000 | 26 | 0 | N/A | |
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AMGN | Amgen Inc | - | $310.15 | $221,000 | 776 | % | 33,000 | 77 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $76.11 | $209,000 | 2,309 | % | 21,000 | 245 | 0 | N/A | |
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KXI | iShares S&P Global Consumer... | - | $61.23 | $209,000 | 3,427 | % | 200,000 | 3,273 | 0.004 | Closed - End Fund - E... | |
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TSLA | Tesla Motors Inc | - | $177.81 | $197,000 | 1,122 | % | -60,000 | 96 | 0 | Auto Manufacturers | |
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VNQ | Vanguard REIT Index VIPERs | - | $82.89 | $183,000 | 2,116 | % | 39,000 | 212 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $250.33 | $174,000 | 648 | % | 30,000 | 22 | 0 | N/A | |
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ETR | Entergy Corp | - | $111.99 | $173,000 | 1,635 | % | 85,000 | 685 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $898.78 | $170,000 | 188 | % | 138,000 | 114 | 0 | N/A | |
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PPG | PPG Industries Inc | - | $135.33 | $159,000 | 1,097 | % | 18,000 | 8 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $39.31 | $156,000 | 3,609 | % | 17,000 | 484 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $145,000 | 2,418 | % | 77,000 | 1,992 | 0 | N/A | |
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IWP | iShares Tr Russell MidCap Gr | - | $110.32 | $144,000 | 1,259 | % | 58,000 | 318 | 0 | N/A | |
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PFM | Invesco Dividend Achievers ... | - | $42.37 | $138,000 | 3,253 | % | 20,000 | 17 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $44.94 | $137,000 | 2,530 | % | 21,000 | 523 | 0 | N/A | |
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CTAS | Cintas Corp | - | $700.27 | $125,000 | 183 | % | 71,000 | 70 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $79.78 | $123,000 | 1,508 | % | 116,000 | 1,405 | 0 | N/A | |
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TGT | Target Corp | - | $163.13 | $118,000 | 666 | % | 65,000 | 187 | 0 | N/A | |
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MMM | 3M Co | - | $98.93 | $118,000 | 1,115 | % | 16,000 | 27 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $468.88 | $112,000 | 246 | % | 87,000 | 185 | 0 | N/A | |
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ZTS | Zoetis Inc. | - | $169.04 | $112,000 | 660 | % | 22,000 | 142 | 0 | N/A | |
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PSX | Phillips 66 | - | $145.60 | $111,000 | 681 | % | 36,000 | 58 | 0 | N/A | |
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UBER | Uber Technologies, Inc | - | $66.99 | $110,000 | 1,435 | % | 86,000 | 911 | 0 | N/A | |
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LIN | Linde Plc | - | $434.39 | $108,000 | 232 | % | 45,000 | 62 | 0 | N/A | |
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BP | BP Plc (ADR) | - | $37.84 | $104,000 | 2,760 | % | -2,000 | 24 | 0 | N/A | |
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EMR | Emerson Electric Co | - | $115.55 | $104,000 | 917 | % | 89,000 | 763 | 0 | N/A | |
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TMUS | T-Mobile Us Inc | - | $164.20 | $102,000 | 623 | % | 93,000 | 556 | 0 | N/A | |
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DHR | Danaher Corp | - | $253.38 | $101,000 | 405 | % | 25,000 | 99 | 0 | N/A | |
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CL | Colgate Palmolive Co | - | $95.10 | $100,000 | 1,116 | % | 25,000 | 66 | 0 | N/A | |
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HPQ | HP Inc | - | $29.72 | $100,000 | 3,318 | % | 37,000 | 875 | 0 | N/A |
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