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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | 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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VTI | Vanguard Total Stock Market... | - | $256.30 | $9,201,000 | 35,404 | % | 1,237,000 | 1,834 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $126.69 | $6,953,000 | 54,151 | % | 1,096,000 | -2,470 | 0 | N/A | |
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AAPL | Apple Inc | - | $182.74 | $6,339,000 | 36,967 | % | -1,130,000 | -1,825 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | - | $60.21 | $5,421,000 | 88,804 | % | 601,000 | 2,220 | 0 | N/A | |
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VB | Vanguard Small Cap VIPERS | - | $220.83 | $4,472,000 | 19,562 | % | 275,000 | -110 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $410.54 | $3,658,000 | 8,693 | % | 451,000 | 165 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $243.59 | $3,627,000 | 14,516 | % | 271,000 | 90 | 0 | N/A | |
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VEU | Vanguard FTSE All-World ETF | - | $57.31 | $3,251,000 | 55,438 | % | 278,000 | 2,475 | 0.011 | Closed - End Fund - F... | |
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SYK | Stryker Corp | - | $329.28 | $3,064,000 | 8,561 | % | 342,000 | -529 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $342.82 | $2,684,000 | 7,797 | % | 280,000 | 63 | 0 | N/A | |
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VTV | Vanguard Value VIPERS | - | $159.58 | $2,506,000 | 15,387 | % | 197,000 | -55 | 0 | N/A | |
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VIG | Vanguard Dividend Appreciat... | - | $179.14 | $2,390,000 | 13,090 | % | 236,000 | 451 | 0 | N/A | |
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CAT | Caterpillar Inc | - | $344.50 | $2,304,000 | 6,287 | % | 240,000 | -694 | 0 | N/A | |
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PEP | Pepsico Inc | - | $177.41 | $2,237,000 | 12,783 | % | -77,000 | -839 | 0 | N/A | |
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XLU | SPDR Utilities Select | - | $70.27 | $2,063,000 | 31,418 | % | -36,000 | -1,726 | 0 | N/A | |
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ORCL | Oracle Corp | - | $117.39 | $2,040,000 | 16,240 | % | 180,000 | -1,400 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $165.07 | $1,969,000 | 12,138 | % | 49,000 | -962 | 0 | N/A | |
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XLV | SPDR Select Sector Health | - | $142.08 | $1,850,000 | 12,520 | % | 258,000 | 850 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $148.95 | $1,832,000 | 11,580 | % | -83,000 | -637 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $247.40 | $1,610,000 | 6,000 | % | 12,000 | -100 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $76.40 | $1,585,000 | 21,905 | % | 51,000 | -395 | 0 | N/A | |
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AMAT | Applied Materials Inc | - | $207.36 | $1,560,000 | 7,564 | % | 213,000 | -750 | 0 | N/A | |
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XLB | SPDR Materials Select Sector | - | $90.72 | $1,544,000 | 16,618 | % | 6,000 | -1,365 | 0 | N/A | |
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ABT | Abbott Laboratories | - | $104.94 | $1,346,000 | 11,840 | % | -86,000 | -1,169 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $503.21 | $1,325,000 | 2,679 | % | -38,000 | 90 | 0 | N/A | |
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LOW | Lowes Companies Inc | - | $232.07 | $1,269,000 | 4,980 | % | 131,000 | -135 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $1,238,000 | 20,569 | % | 155,000 | 13,697 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.84 | $1,214,000 | 31,110 | % | 64,000 | 0 | 0 | N/A | |
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NEE | NextEra Energy | - | $72.85 | $1,206,000 | 18,876 | % | -142,000 | -3,317 | 0 | N/A | |
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HON | Honeywell International Inc | - | $198.05 | $1,188,000 | 5,789 | % | -120,000 | -450 | 0 | N/A | |
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VWO | Vanguard Emerging Markets S... | - | $43.20 | $1,182,000 | 28,306 | % | 47,000 | 700 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $93.10 | $1,157,000 | 12,250 | % | 117,000 | -150 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $188.00 | $1,139,000 | 6,315 | % | 159,000 | -135 | 0 | N/A | |
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ABBV | Abbvie Inc. | - | $160.45 | $1,118,000 | 6,138 | % | 129,000 | -245 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $47.78 | $1,089,000 | 22,126 | % | 116,000 | 1,522 | 0 | N/A | |
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ANGL | Vaneck Vectors Fallen Angel... | - | $28.60 | $1,048,000 | 36,100 | % | 9,000 | 0 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $517.19 | $978,000 | 1,869 | % | 107,000 | 37 | 0 | N/A | |
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XLK | SPDR Technology Sector | - | $204.84 | $952,000 | 4,569 | % | 26,000 | -240 | 0 | N/A | |
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AMGN | Amgen Inc | - | $307.31 | $905,000 | 3,183 | % | -121,000 | -380 | 0 | N/A | |
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QCOM | QUALCOMM Inc | - | $180.55 | $894,000 | 5,280 | % | 157,000 | 182 | 0 | N/A | |
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GIS | General Mills Inc | - | $69.53 | $891,000 | 12,737 | % | -35,000 | -1,477 | 0 | N/A | |
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FALN | Ishares Fallen Angels Usd Bond | - | $0.00 | $873,000 | 32,500 | % | 15,000 | 0 | 0 | N/A | |
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CMI | Cummins Inc | - | $289.06 | $827,000 | 2,808 | % | 23,000 | -550 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $245.90 | $821,000 | 3,338 | % | 1,000 | -1 | 0 | N/A | |
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CSCO | Cisco Systems Inc | - | $48.00 | $799,000 | 16,013 | % | -43,000 | -650 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $763.41 | $795,000 | 1,085 | % | 221,000 | 215 | 0 | N/A | |
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SBUX | Starbucks Corp | - | $73.50 | $784,000 | 8,574 | % | -68,000 | -300 | 0 | N/A | |
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TRV | Travelers Companies Inc | - | $217.34 | $780,000 | 3,388 | % | 135,000 | 0 | 0 | N/A | |
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GOOG | Alphabet Inc | - | $171.16 | $767,000 | 5,038 | % | 47,000 | -72 | 0 | N/A | |
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VT | Vanguard Total World Stock ... | - | $109.72 | $766,000 | 6,930 | % | 166,000 | 1,100 | 0 | N/A | |
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SYY | SYSCO Corp | - | $74.62 | $762,000 | 9,390 | % | -42,000 | -1,600 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $79.00 | $760,000 | 9,330 | % | 57,000 | 0 | 0 | N/A | |
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WFC | Wells Fargo & Co | - | $61.23 | $752,000 | 12,972 | % | 103,000 | -223 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $147.77 | $746,000 | 5,016 | % | -149,000 | -674 | 0 | N/A | |
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VGT | Vanguard I T VIPERS | - | $515.42 | $721,000 | 1,375 | % | 55,000 | 0 | 0 | N/A | |
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QQQ | Invesco QQQ Trust Series I | - | $440.06 | $720,000 | 1,621 | % | 39,000 | -41 | 0 | N/A | |
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ITB | iShares Dow Jones U.S. Home... | - | $0.00 | $712,000 | 6,154 | % | 52,000 | -331 | 0 | N/A | |
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CVS | CVS/Caremark Corp | - | $54.91 | $706,000 | 8,852 | % | -23,000 | -377 | 0 | N/A | |
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DUK | Duke Energy Corp | - | $102.38 | $654,000 | 6,758 | % | -118,000 | -1,195 | 0 | N/A | |
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VDC | Vangaurd Cnsmr Staples VIPER | - | $203.94 | $597,000 | 2,923 | % | 39,000 | 0 | 0 | N/A | |
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HD | Home Depot Inc | - | $338.83 | $597,000 | 1,555 | % | 95,000 | 105 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $116.15 | $577,000 | 4,965 | % | 59,000 | -220 | 0 | N/A | |
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XT | Ishares Exponential Technol... | - | $0.00 | $574,000 | 9,621 | % | -57,000 | -925 | 0 | N/A | |
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CVX | Chevron Corp | - | $162.54 | $572,000 | 3,629 | % | -40,000 | -475 | 0 | N/A | |
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EMR | Emerson Electric Co | - | $112.65 | $547,000 | 4,824 | % | 42,000 | -360 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $542,000 | 10,800 | % | 25,000 | 0 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $242.94 | $533,000 | 2,136 | % | 35,000 | 0 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $406.37 | $495,000 | 1,177 | % | 101,000 | 72 | 0 | N/A | |
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SCHE | Schwab Emerging Markets Equ... | - | $26.12 | $489,000 | 19,384 | % | 8,000 | 0 | 0 | N/A | |
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IBM | International Business Mach... | - | $169.90 | $487,000 | 2,552 | % | 62,000 | -48 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.48 | $473,000 | 11,282 | % | 10,000 | -1,000 | 0 | N/A | |
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VCR | Vanguard Cnsmr Discre VIPERs | - | $307.71 | $470,000 | 1,479 | % | 44,000 | 80 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $195.65 | $469,000 | 2,341 | % | 71,000 | 1 | 0 | N/A | |
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EMN | Eastman Chemical Co | - | $100.76 | $461,000 | 4,603 | % | 48,000 | 0 | 0 | N/A | |
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HACK | Amplify Cybersecurity Etf | - | $63.39 | $445,000 | 6,945 | % | -2,000 | -450 | 0 | N/A | |
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INTC | Intel Corp | - | $30.00 | $440,000 | 9,960 | % | -90,000 | -590 | 0 | N/A | |
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GS | Goldman Sachs Group Inc | - | $446.95 | $427,000 | 1,022 | % | 33,000 | 1 | 0 | N/A | |
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MCK | McKesson Corp | - | $531.10 | $426,000 | 794 | % | 110,000 | 110 | 0.001 | Drugs Wholesale | |
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VNQ | Vanguard REIT Index VIPERs | - | $81.45 | $415,000 | 4,800 | % | -9,000 | 0 | 0 | N/A | |
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SCZC | West Coast Cmnty Bancorp | - | $0.00 | $403,000 | 14,408 | % | -133,000 | -3,500 | 0 | N/A | |
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CRM | Salesforce.com Inc | - | $278.97 | $399,000 | 1,325 | % | 50,000 | 0 | 0 | N/A | |
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JNK | Spdr Lehman Hyb Etf | - | $94.21 | $395,000 | 4,150 | % | 2,000 | 0 | 0 | N/A | |
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URI | United Rentals Inc | - | $677.84 | $390,000 | 541 | % | 38,000 | -73 | 0 | N/A | |
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VBR | Vanguard Small Cap Val VIPER | New | $186.44 | $369,000 | 1,921 | % | 369,000 | 1,921 | 0 | N/A | |
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ELR | streetTRACKS Series Trust -... | - | $60.82 | $363,000 | 5,900 | % | 33,000 | 0 | 0 | N/A | |
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PFF | iShares S&P U.S. Preferred ... | - | $31.29 | $342,000 | 10,600 | % | 11,000 | 0 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $472.60 | $321,000 | 660 | % | 91,000 | 10 | 0 | N/A | |
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TMW | SPDR Dow Jones Wilshire TOT... | - | $63.38 | $308,000 | 4,800 | % | 27,000 | 0 | 0 | N/A | |
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USHY | Ishares Broad Usd High Yiel... | - | $0.00 | $307,000 | 8,400 | % | -13,000 | -400 | 0 | N/A | |
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PGX | Invesco Preferred ETF | - | $11.49 | $299,000 | 25,200 | % | 10,000 | 0 | 0 | N/A | |
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LLY | Eli Lilly & Co | New | $775.00 | $294,000 | 377 | % | 294,000 | 377 | 0 | N/A | |
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VOT | Van Kampen Municipal Opport... | - | $229.07 | $283,000 | 1,200 | % | 20,000 | 0 | 0 | N/A | |
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DSI | iShares KLD 400 Social Index | - | $98.55 | $282,000 | 2,800 | % | 30,000 | 30 | 0 | N/A | |
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SCHC | Schwab International Small-... | - | $35.75 | $277,000 | 7,750 | % | 68,000 | 1,750 | 0 | N/A | |
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NUE | Nucor Corp | - | $169.80 | $277,000 | 1,400 | % | 33,000 | 0 | 0 | N/A | |
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SDY | streetTRACKS Series Trust -... | - | $129.90 | $276,000 | 2,100 | % | 14,000 | 0 | 0 | N/A | |
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XLF | SPDR Financial Sector | - | $41.36 | $274,000 | 6,500 | % | 30,000 | 0 | 0 | N/A | |
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EES | WisdomTree SmallCap Earnings | - | $48.51 | $271,000 | 5,400 | % | 2,000 | 0 | 0 | N/A | |
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VHT | Vanguard Health Care Vipers | - | $259.75 | $271,000 | 1,000 | % | 20,000 | 0 | 0 | N/A | |
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BK | Bank of New York Mellon Corp | - | $57.51 | $270,000 | 4,690 | % | -83,000 | -2,100 | 0 | N/A |
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