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| Holdings Found : 67 | 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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MSFT | Microsoft Corp | - | $412.32 | $5,988,000 | 14,232 | % | 690,000 | 144 | 0 | N/A | |
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AAPL | Apple Inc | - | $184.57 | $5,862,000 | 34,187 | % | -662,000 | 302 | 0 | N/A | |
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AMGN | Amgen Inc | - | $312.86 | $4,046,000 | 14,229 | % | -49,000 | 11 | 0 | N/A | |
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BND | Vanguard Total Bond Market ETF | - | $71.58 | $3,754,000 | 51,690 | % | -45,000 | 45 | 0 | N/A | |
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CGCP | Capital Group Core Plus Inc... | - | $0.00 | $3,347,000 | 149,033 | % | 737,000 | 34,032 | 0 | N/A | |
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OXY | Occidental Petroleum Corp | - | $64.24 | $3,266,000 | 50,256 | % | 278,000 | 206 | 0 | N/A | |
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SPG | Simon Property Group Inc | - | $149.13 | $3,099,000 | 19,804 | % | 275,000 | 2 | 0 | N/A | |
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COWZ | Pacer Us Cash Cows 100 Etf | - | $0.00 | $3,005,000 | 51,705 | % | 453,000 | 2,612 | 0 | N/A | |
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CGDV | Capital Group Dividend Valu... | - | $0.00 | $2,815,000 | 86,611 | % | 411,000 | 6,052 | 0 | N/A | |
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VSS | Vanguard FTSE All-Wld ex-US... | - | $118.39 | $2,587,000 | 22,145 | % | 148,000 | 944 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $49.56 | $2,560,000 | 51,026 | % | 181,000 | 1,358 | 0 | N/A | |
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CGXU | Capital Group International... | - | $0.00 | $2,533,000 | 98,254 | % | 293,000 | 4,392 | 0 | N/A | |
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CGSD | Capital Group Short Duratio... | - | $0.00 | $2,430,000 | 95,701 | % | 0 | 225 | 0 | N/A | |
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BNDX | Vanguard Total Internationa... | - | $48.78 | $2,421,000 | 49,225 | % | -3,000 | 129 | 0 | N/A | |
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OVV | Ovintiv Ord Shs | - | $4.04 | $2,242,000 | 43,189 | % | 353,000 | 171 | 0 | N/A | |
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DFAE | Dfa Dimensional Emerging Co... | - | $0.00 | $2,163,000 | 87,498 | % | 56,000 | 102 | 0 | N/A | |
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DFAI | Dfa Dimensional Internation... | - | $0.00 | $2,032,000 | 67,249 | % | 108,000 | 85 | 0 | N/A | |
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V | Visa Inc | - | $278.54 | $2,017,000 | 7,227 | % | 139,000 | 15 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $56.67 | $1,967,000 | 34,516 | % | 297,000 | 2,286 | 0 | N/A | |
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DFIV | Dimensional International V... | - | $37.39 | $1,818,000 | 49,480 | % | 192,000 | 2,158 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $520.17 | $1,761,000 | 3,367 | % | 979,000 | 1,722 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.45 | $1,700,000 | 10,777 | % | 97,000 | 31 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $189.50 | $1,637,000 | 9,074 | % | 259,000 | 7 | 0 | N/A | |
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APA | Apache Corp | - | $30.88 | $1,491,000 | 43,354 | % | 307,000 | 10,359 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $149.85 | $1,414,000 | 8,942 | % | 13,000 | 7 | 0 | N/A | |
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PXSG | Invesco Russell 2000 Pure G... | - | $60.82 | $1,383,000 | 22,931 | % | 86,000 | 32 | 0 | N/A | |
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CGUS | Capital Group Core Equity Etf | - | $0.00 | $1,305,000 | 41,886 | % | 210,000 | 3,208 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | - | $238.38 | $1,134,000 | 4,731 | % | 105,000 | 16 | 0 | N/A | |
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CGMS | Capital Group Us Multi-sect... | - | $0.00 | $1,095,000 | 40,500 | % | 796,000 | 29,408 | 0 | N/A | |
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JSCP | Jpmorgan Short Duration Cor... | - | $0.00 | $1,014,000 | 21,800 | % | 10,000 | 237 | 0 | N/A | |
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DEHP | Dfa Dimensional Emerging Mk... | - | $0.00 | $993,000 | 38,956 | % | 58,000 | 1,504 | 0 | N/A | |
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MTUM | Ishares Msci Usa Momentum F... | - | $0.00 | $955,000 | 5,095 | % | 190,000 | 220 | 0 | N/A | |
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SCHW | Charles Schwab Corp | - | $75.44 | $836,000 | 11,553 | % | 44,000 | 44 | 0 | N/A | |
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CACC | Credit Acceptance Corporation | - | $523.82 | $826,000 | 1,497 | % | 194,000 | 310 | 0 | N/A | |
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TAXF | American Century Diversifie... | - | $0.00 | $683,000 | 13,513 | % | -2,000 | 61 | 0 | N/A | |
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BA | Boeing Co | - | $181.25 | $674,000 | 3,490 | % | -231,000 | 19 | 0 | N/A | |
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CGGR | Capital Group Growth Etf | - | $0.00 | $620,000 | 19,392 | % | 95,000 | 807 | 0 | N/A | |
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TSM | Taiwan Semiconductor Mfg. C... | - | $142.79 | $583,000 | 4,286 | % | 184,000 | 445 | 0 | N/A | |
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KO | Coca-Cola Co | - | $62.88 | $551,000 | 9,000 | % | 37,000 | 285 | 0 | N/A | |
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DFAR | Dfa Dimensional Us Real Est... | - | $0.00 | $529,000 | 17,583 | % | 59,000 | 1,440 | 0 | N/A | |
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VNQ | Vanguard REIT Index VIPERs | - | $83.12 | $528,000 | 6,104 | % | -9,000 | 32 | 0 | N/A | |
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MA | MasterCard Inc A | - | $455.49 | $520,000 | 1,080 | % | 83,000 | 56 | 0 | N/A | |
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DFAT | Dimensional U S Targeted Va... | - | $53.73 | $519,000 | 9,538 | % | 145,000 | 2,387 | 0 | N/A | |
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RSP | Guggenheim ETF Trust - Gugg... | - | $165.84 | $499,000 | 2,949 | % | 34,000 | 5 | 0 | N/A | |
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XLE | SPDR Energy Sector | - | $94.35 | $486,000 | 5,148 | % | 78,000 | 277 | 0 | N/A | |
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XLP | SPDR Consmr Stpls Sector | - | $77.18 | $483,000 | 6,321 | % | 33,000 | 79 | 0 | N/A | |
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MCD | McDonalds Corp | - | $267.95 | $472,000 | 1,673 | % | 3,000 | 90 | 0 | N/A | |
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CGGO | Capital Group Global Growth... | - | $0.00 | $470,000 | 16,317 | % | 124,000 | 2,869 | 0 | N/A | |
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SCHD | Schwab US Dividend Equity ETF | - | $79.16 | $434,000 | 5,377 | % | 35,000 | 141 | 0 | N/A | |
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ACN | Accenture Plc | - | $306.61 | $430,000 | 1,241 | % | 6,000 | 33 | 0 | N/A | |
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XLU | SPDR Utilities Select | - | $71.34 | $412,000 | 6,283 | % | 25,000 | 175 | 0 | N/A | |
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VOE | Vanguard Mid-Cap Value ETF | - | $154.02 | $407,000 | 2,612 | % | 29,000 | 5 | 0 | N/A | |
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MRVL | Marvell Technology, Inc. | - | $67.68 | $382,000 | 5,391 | % | 64,000 | 119 | 0 | N/A | |
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USMV | iShares MSCI USA Minimum Vo... | - | $0.00 | $355,000 | 4,246 | % | 24,000 | 8 | 0 | N/A | |
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VZ | Verizon Communications Inc | - | $39.79 | $349,000 | 8,306 | % | 46,000 | 279 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $177.81 | $335,000 | 1,906 | % | -63,000 | 303 | 0 | Auto Manufacturers | |
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WMT | Wal-Mart Stores Inc | - | $60.24 | $320,000 | 5,324 | % | 39,000 | 3,539 | 0 | N/A | |
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SPLV | Powershares S&Amp;P 500 Low... | - | $65.23 | $319,000 | 4,840 | % | 20,000 | 72 | 0 | N/A | |
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KMB | Kimberly Clark Corp | - | $136.66 | $292,000 | 2,255 | % | 18,000 | 2 | 0 | N/A | |
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UHAL | AMERCO | - | $68.91 | $288,000 | 4,259 | % | 45,000 | 881 | 0 | N/A | |
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FTEC | Fidelity Msci Information T... | - | $153.04 | $272,000 | 1,744 | % | 22,000 | 6 | 0 | N/A | |
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UPS | United Parcel Service Inc | - | $148.06 | $268,000 | 1,802 | % | -6,000 | 60 | 0 | N/A | |
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DIS | Walt Disney Co | - | $105.80 | $264,000 | 2,154 | % | 264,000 | 2,154 | 0 | N/A | |
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FCX | Freeport McMoRan Copper & G... | - | $51.08 | $261,000 | 5,543 | % | 44,000 | 456 | 0 | N/A | |
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XLY | SPDR cnsmr discr sel sect | - | $179.06 | $255,000 | 1,388 | % | 15,000 | 48 | 0 | N/A | |
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KEYS | Keysight Technologies Inc | - | $151.01 | $231,000 | 1,475 | % | 2,000 | 34 | 0 | N/A | |
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NKE | Nike Inc B | - | $93.39 | $211,000 | 2,248 | % | -20,000 | 118 | 0 | N/A |
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