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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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SCPB | Spdr Series Trust Term Corp... | - | $29.63 | $33,768,000 | 1,134,289 | % | 2,929,000 | 98,724 | 0 | N/A | |
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FLTR | Vaneck Vectors Investment G... | - | $25.40 | $20,436,000 | 801,091 | % | 1,350,000 | 42,198 | 0 | N/A | |
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SRLN | SPDR Blackstone/GSO Senior ... | - | $41.92 | $18,877,000 | 448,278 | % | 752,000 | 16,014 | 0 | N/A | |
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SHV | iShares Barclays Short Trea... | - | $110.15 | $18,839,000 | 170,424 | % | 1,410,000 | 12,162 | 0 | N/A | |
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BKLN | Powershares Senior Loan Por... | - | $21.18 | $16,773,000 | 793,071 | % | 1,349,000 | 64,847 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $15,771,000 | 37,487 | % | 3,971,000 | 6,106 | 0 | N/A | |
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AVEM | Avantis Emerging Markets Eq... | - | $0.00 | $12,956,000 | 223,530 | % | 392,000 | 721 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $12,334,000 | 71,927 | % | 466,000 | 10,286 | 0 | N/A | |
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BIL | Spdr Brcly Cap 1-3 Mnth Tb | - | $0.00 | $11,169,000 | 121,670 | % | 1,340,000 | 14,121 | 0 | N/A | |
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DON | Wisdom Tree Trust MidCap Di... | - | $46.58 | $10,290,000 | 210,992 | % | 1,284,000 | 13,871 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $56.36 | $8,599,000 | 150,914 | % | 1,272,000 | 9,540 | 0 | N/A | |
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DFSD | Dfa Dimensional Short-durat... | - | $0.00 | $7,534,000 | 160,161 | % | 358,000 | 7,515 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $7,236,000 | 40,114 | % | 2,461,000 | 8,687 | 0 | N/A | |
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DFCF | Dfa Dimensional Core Fixed ... | - | $0.00 | $7,041,000 | 167,837 | % | 40,000 | 2,729 | 0 | N/A | |
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SPHQ | Powershares S&P 500 High Q | - | $59.77 | $6,855,000 | 113,463 | % | 2,231,000 | 27,963 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $5,554,000 | 27,727 | % | 1,834,000 | 5,858 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $5,441,000 | 11,206 | % | 2,434,000 | 2,710 | 0 | N/A | |
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AVGO | Broadcom Limited | - | $1,325.37 | $5,349,000 | 4,036 | % | 1,165,000 | 288 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $169.38 | $4,787,000 | 31,717 | % | 2,144,000 | 12,799 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $4,408,000 | 37,923 | % | 1,181,000 | 5,649 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $148.95 | $4,343,000 | 27,454 | % | 399,000 | 2,292 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $4,207,000 | 31,882 | % | 1,090,000 | 3,292 | 0.001 | Drug Manufacturers - ... | |
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ABBV | Abbvie Inc. | - | $160.45 | $4,164,000 | 22,865 | % | 1,121,000 | 3,228 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $4,072,000 | 25,097 | % | 923,000 | 3,605 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $4,071,000 | 9,682 | % | 707,000 | 250 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $3,954,000 | 10,308 | % | 641,000 | 748 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.85 | $3,733,000 | 61,022 | % | 1,182,000 | 17,727 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $775.00 | $3,603,000 | 4,631 | % | 1,479,000 | 987 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $3,592,000 | 22,775 | % | 680,000 | 3,251 | 0 | N/A | |
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DFAX | Dimensional Funds plc - Wor... | - | $25.64 | $3,434,000 | 134,999 | % | 248,000 | 4,546 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $3,168,000 | 18,101 | % | 575,000 | 2,832 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $344.50 | $3,042,000 | 8,302 | % | 1,094,000 | 1,715 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $2,939,000 | 5,940 | % | 417,000 | 1,150 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $2,651,000 | 10,778 | % | 334,000 | 1,343 | 0 | N/A | |
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DUSB | Dimensional Ultrashort Fixe... | - | $0.00 | $2,561,000 | 50,650 | % | 528,000 | 10,241 | 0 | N/A | |
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TXN | Texas Instruments Inc | - | $183.95 | $2,511,000 | 14,416 | % | 395,000 | 2,002 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $2,465,000 | 3,365 | % | 614,000 | 561 | 0 | N/A | |
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V | Visa Inc | - | $277.19 | $2,371,000 | 8,496 | % | 660,000 | 1,925 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $2,345,000 | 15,400 | % | 654,000 | 3,403 | 0 | N/A | |
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MA | MasterCard Inc A | - | $454.77 | $2,292,000 | 4,759 | % | 844,000 | 1,365 | 0 | N/A | |
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BAC | Bank of America Corp | - | $37.71 | $2,276,000 | 60,016 | % | 415,000 | 4,757 | 0 | N/A | |
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AMGN | Amgen Inc | - | $307.31 | $2,250,000 | 7,913 | % | 309,000 | 1,172 | 0 | N/A | |
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NEE | NextEra Energy | - | $72.85 | $2,226,000 | 34,830 | % | 506,000 | 6,519 | 0 | N/A | |
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MCD | McDonalds Corp | - | $268.49 | $2,192,000 | 7,775 | % | 337,000 | 1,518 | 0 | N/A | |
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SO | Southern Co | - | $77.63 | $2,141,000 | 29,847 | % | 507,000 | 6,539 | 0 | N/A | |
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DFAS | Dimensional U S Small Cap Etf | - | $60.90 | $2,067,000 | 33,150 | % | 275,000 | 3,097 | 0 | N/A | |
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COP | ConocoPhillips | - | $123.06 | $2,054,000 | 16,135 | % | 600,000 | 3,609 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $2,034,000 | 6,752 | % | 505,000 | 941 | 0 | N/A | |
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CMCSA | Comcast Corp | - | $39.05 | $1,970,000 | 45,445 | % | 524,000 | 12,462 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $147.77 | $1,960,000 | 13,189 | % | 466,000 | 3,688 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.94 | $1,959,000 | 7,846 | % | 300,000 | 723 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $207.36 | $1,890,000 | 9,164 | % | 668,000 | 1,626 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $232.07 | $1,815,000 | 7,124 | % | 690,000 | 2,069 | 0 | N/A | |
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LIN | Linde Plc | - | $427.71 | $1,765,000 | 3,801 | % | 537,000 | 812 | 0 | N/A | |
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JEPI | Jpmorgan Equity Premium Inc... | - | $0.00 | $1,598,000 | 27,622 | % | 218,000 | 2,520 | 0 | N/A | |
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VTI | Vanguard Total Stock Market... | - | $256.30 | $1,572,000 | 6,050 | % | 139,000 | 7 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $1,562,000 | 13,740 | % | 222,000 | 1,569 | 0 | N/A | |
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HDV | Ishares High Dividend Equit... | - | $109.32 | $1,561,000 | 14,163 | % | 215,000 | 968 | 0 | N/A | |
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GILD | Gilead Sciences Inc | - | $64.92 | $1,459,000 | 19,916 | % | -28,000 | 1,561 | 0 | N/A | |
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HEDJ | Wisdomtree International He... | - | $47.59 | $1,409,000 | 29,179 | % | 219,000 | 1,397 | 0 | N/A | |
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JEPQ | Jpmorgan Nasdaq Equity Prem... | - | $0.00 | $1,386,000 | 25,554 | % | 172,000 | 1,244 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $1,342,000 | 5,833 | % | 438,000 | 1,086 | 0 | N/A | |
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GWW | WW Grainger Inc | - | $948.92 | $1,314,000 | 1,292 | % | 772,000 | 638 | 0 | N/A | |
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DXJ | WisdomTree Trust Japan Tota... | - | $107.78 | $1,274,000 | 11,746 | % | 251,000 | 114 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $446.95 | $1,233,000 | 2,952 | % | 179,000 | 221 | 0 | N/A | |
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HEEM | iShares Currency Hedged MSC... | - | $0.00 | $1,229,000 | 47,925 | % | 173,000 | 4,966 | 0 | N/A | |
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MOAT | VANECK VECTORS ETF TR | - | $53.88 | $1,223,000 | 13,600 | % | 180,000 | 1,305 | 0 | N/A | |
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ANTM | Anthem Inc | - | $533.35 | $1,221,000 | 2,355 | % | 375,000 | 561 | 0 | N/A | |
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MS | Morgan Stanley | - | $95.64 | $1,177,000 | 12,498 | % | 202,000 | 2,037 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $180.55 | $1,139,000 | 6,730 | % | 242,000 | 528 | 0 | N/A | |
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LRCX | Lam Research Corp | - | $913.28 | $1,078,000 | 1,110 | % | 389,000 | 230 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.48 | $1,066,000 | 25,396 | % | 240,000 | 3,494 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $466.16 | $1,052,000 | 2,313 | % | 536,000 | 1,175 | 0 | N/A | |
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CB | Chubb Ltd (ACE Ltd) | - | $251.63 | $1,028,000 | 3,966 | % | 512,000 | 1,684 | 0 | N/A | |
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NUE | Nucor Corp | - | $169.80 | $993,000 | 5,016 | % | 199,000 | 454 | 0 | N/A | |
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ELR | streetTRACKS Series Trust -... | - | $60.82 | $964,000 | 15,675 | % | 409,000 | 5,739 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $129.83 | $958,000 | 7,496 | % | 173,000 | 1,003 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $942,000 | 15,654 | % | 213,000 | 11,028 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $925,000 | 1,768 | % | 152,000 | 141 | 0 | N/A | |
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AFL | AFLAC Inc | - | $84.83 | $922,000 | 10,736 | % | 151,000 | 1,387 | 0 | N/A | |
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FANG | Diamondback Energy, Inc. | - | $203.22 | $847,000 | 4,273 | % | 637,000 | 2,917 | 0 | N/A | |
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IDV | iShares Dow Jones EPAC Sele... | - | $0.00 | $818,000 | 29,186 | % | 6,000 | 172 | 0 | N/A | |
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NOW | Servicenow, Inc. | - | $721.03 | $805,000 | 1,056 | % | 233,000 | 247 | 0 | N/A | |
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IYW | iShares Trust DJ US Sector | - | $133.68 | $802,000 | 5,936 | % | 88,000 | 123 | 0 | N/A | |
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CDNS | Cadence Design Systems Inc | - | $282.57 | $789,000 | 2,535 | % | 269,000 | 627 | 0 | N/A | |
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KLAC | KLA-Tencor Corp | - | $717.15 | $788,000 | 1,128 | % | 342,000 | 360 | 0 | N/A | |
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ADBE | Adobe Systems Inc | - | $488.10 | $766,000 | 1,518 | % | 52,000 | 322 | 0 | N/A | |
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INTU | Intuit Inc | - | $632.43 | $757,000 | 1,164 | % | 140,000 | 177 | 0 | N/A | |
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SNPS | Synopsys Inc | - | $550.49 | $733,000 | 1,283 | % | 238,000 | 322 | 0 | N/A | |
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C | Citigroup Inc | - | $62.75 | $729,000 | 11,534 | % | 222,000 | 1,686 | 0 | N/A | |
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IVV | iShares Core S&P 500 Etf | - | $519.81 | $715,000 | 1,360 | % | 210,000 | 304 | 0 | N/A | |
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VRTX | Vertex Pharmaceuticals Inc | - | $418.82 | $685,000 | 1,639 | % | 215,000 | 483 | 0 | N/A | |
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VCIT | Vanguard Intermediate-Term | - | $79.25 | $681,000 | 8,461 | % | -4,000 | 37 | 0 | N/A | |
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TJX | TJX Companies Inc | - | $98.50 | $679,000 | 6,693 | % | 171,000 | 1,273 | 0 | N/A | |
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CI | Cigna Corporation | - | $347.35 | $671,000 | 1,849 | % | 225,000 | 359 | 0 | N/A | |
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DUK | Duke Energy Corp | - | $102.38 | $651,000 | 6,728 | % | 132,000 | 1,379 | 0 | N/A | |
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DFSB | Dfa Dimensional Glbl Sustai... | - | $0.00 | $646,000 | 12,475 | % | 45,000 | 890 | 0 | N/A | |
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CL | Colgate Palmolive Co | - | $93.47 | $639,000 | 7,096 | % | 166,000 | 1,163 | 0 | N/A | |
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LEN | Lennar Corp | - | $158.47 | $611,000 | 3,551 | % | 421,000 | 2,275 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $204.86 | $592,000 | 2,991 | % | 169,000 | 861 | 0 | N/A |
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