Appleton Partners

Appleton Partners as of March 31, 2022

Portfolio Holdings for Appleton Partners

Appleton Partners holds 302 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple CS (AAPL) 6.9 $84M 480k 174.61
Goldman Sachs Activebeta U.s. Etf (GSLC) 3.5 $43M 478k 89.04
Microsoft Corp CS (MSFT) 3.1 $38M 122k 308.31
Jpmorgan Ultra-short Income Et Etf (JPST) 2.8 $35M 687k 50.27
Amazon.com CS (AMZN) 2.8 $34M 10k 3259.96
Schwab Us Large-cap Etf Etf (SCHX) 2.7 $34M 623k 53.85
Thermo Fisher Scientific CS (TMO) 2.3 $28M 47k 590.65
Visa CS (V) 2.1 $26M 117k 221.77
Home Depot Inc/the CS (HD) 2.1 $25M 85k 299.34
Jpmorgan Chase & Co CS (JPM) 2.0 $24M 177k 136.32
Alphabet CS (GOOG) 1.8 $22M 8.0k 2793.06
Zoetis CS (ZTS) 1.5 $18M 96k 188.59
Bank Of America Corp CS (BAC) 1.4 $17M 406k 41.22
Intuit CS (INTU) 1.3 $16M 34k 480.84
American Tower Corp CS (AMT) 1.3 $16M 62k 251.22
Intercontinental Exchange CS (ICE) 1.2 $15M 115k 132.12
Schwab International Equity Et Etf (SCHF) 1.2 $15M 403k 36.72
Goldman Sachs Activebeta Inter Etf (GSIE) 1.2 $15M 447k 32.73
Unitedhealth Group CS (UNH) 1.2 $14M 28k 509.95
Costco Wholesale Corp CS (COST) 1.2 $14M 25k 575.85
Spdr S&p 500 Etf Trust Etf (SPY) 1.2 $14M 31k 451.63
Lockheed Martin Corp CS (LMT) 1.1 $14M 31k 441.41
Adobe CS (ADBE) 1.0 $12M 27k 455.62
Procter & Gamble Co/the CS (PG) 0.9 $11M 75k 152.79
Pepsico CS (PEP) 0.9 $11M 68k 167.38
Svb Financial Group CS (SIVBQ) 0.9 $11M 20k 559.43
Jpmorgan Ultra-short Municipal Etf (JMST) 0.9 $11M 220k 50.64
Raytheon Technologies Corp CS (RTX) 0.9 $11M 111k 99.07
Brookfield Asset Management In CS 0.9 $11M 193k 56.57
Spdr Bloomberg Investment Grad Etf (FLRN) 0.9 $11M 358k 30.49
Johnson & Johnson CS (JNJ) 0.9 $11M 61k 177.23
Walt Disney Co/the CS (DIS) 0.9 $11M 77k 137.16
Sherwin-williams Co/the CS (SHW) 0.8 $10M 41k 249.62
Broadcom CS (AVGO) 0.8 $10M 16k 629.68
Energy Select Sector Spdr Fund CS (XLE) 0.8 $10M 134k 76.44
Alphabet CS (GOOGL) 0.8 $9.9M 3.5k 2781.38
Palo Alto Networks CS (PANW) 0.8 $9.7M 16k 622.48
Ishares Core Msci Emerging Mar Etf (IEMG) 0.8 $9.6M 173k 55.55
Morgan Stanley CS (MS) 0.8 $9.2M 105k 87.40
Schwab Us Small-cap Etf Etf (SCHA) 0.7 $8.8M 185k 47.36
Medtronic CS (MDT) 0.7 $8.5M 77k 110.95
Republic Services CS (RSG) 0.7 $8.4M 64k 132.50
Taiwan Semiconductor Manufactu CS (TSM) 0.7 $8.4M 81k 104.26
Roper Technologies CS (ROP) 0.7 $8.2M 17k 472.26
Jpmorgan Diversified Return Us Etf (JPME) 0.7 $8.2M 88k 93.57
Estee Lauder Cos Inc/the CS (EL) 0.7 $8.2M 30k 272.33
Accenture CS (ACN) 0.7 $8.1M 24k 337.23
Ishares Biotechnology Etf CS (IBB) 0.6 $7.9M 61k 130.29
Xylem CS (XYL) 0.6 $7.8M 91k 85.25
Alexandria Real Estate Equitie CS (ARE) 0.6 $7.6M 38k 201.25
Abbvie CS (ABBV) 0.6 $7.4M 46k 162.10
Dr Horton CS (DHI) 0.6 $7.2M 97k 74.51
Jpmorgan Diversified Return Us Etf (JPSE) 0.6 $7.1M 163k 43.81
Amgen CS (AMGN) 0.5 $6.6M 27k 241.81
Equinix CS (EQIX) 0.5 $6.5M 8.7k 741.62
Spdr Portfolio Intermediate Te Etf (SPIB) 0.5 $6.1M 179k 34.15
Vulcan Materials CS (VMC) 0.5 $6.0M 33k 183.69
Spdr Portfolio Aggregate Bond Etf (SPAB) 0.5 $5.7M 204k 27.79
Stryker Corp CS (SYK) 0.5 $5.6M 21k 267.37
Zebra Technologies Corp CS (ZBRA) 0.5 $5.6M 14k 413.70
Ishares Russell 2000 Etf Etf (IWM) 0.5 $5.6M 27k 205.28
Danaher Corp CS (DHR) 0.4 $5.5M 19k 293.34
Invesco Financial Preferred Et Etf (PGF) 0.4 $5.3M 314k 16.92
Mcdonald's Corp CS (MCD) 0.4 $5.2M 21k 247.27
Berkshire Hathaway CS (BRK.B) 0.4 $5.2M 15k 352.89
Tjx Cos Inc/the CS (TJX) 0.4 $5.1M 84k 60.58
Ishares Core International Agg Etf (IAGG) 0.4 $5.1M 97k 52.13
Watsco CS (WSO) 0.4 $5.0M 16k 304.61
Edwards Lifesciences Corp CS (EW) 0.4 $4.9M 42k 117.73
Lvmh Moet Hennessy Louis Vuitt CS (LVMUY) 0.4 $4.9M 34k 142.57
Etfmg Prime Cyber Security Etf CS 0.4 $4.9M 83k 58.71
Spdr Msci Emerging Markets Str Etf (QEMM) 0.4 $4.5M 71k 64.10
Constellation Brands CS (STZ) 0.4 $4.5M 20k 230.33
Broadridge Financial Solutions CS (BR) 0.4 $4.5M 29k 155.72
Global X Video Games & Esports CS (HERO) 0.4 $4.5M 178k 25.10
Graniteshares Bloomberg Commod Etf (COMB) 0.4 $4.4M 137k 32.09
Monster Beverage Corp CS (MNST) 0.4 $4.4M 55k 79.90
Verizon Communications CS (VZ) 0.3 $4.2M 83k 50.94
First Trust North American Ene Etf (EMLP) 0.3 $4.1M 149k 27.69
First Trust Nasdaq Cybersecuri CS (CIBR) 0.3 $4.1M 77k 53.10
Paypal Holdings CS (PYPL) 0.3 $4.1M 35k 115.66
Goldman Sachs Group Inc/the CS (GS) 0.3 $4.0M 12k 330.07
Iqvia Holdings CS (IQV) 0.3 $4.0M 17k 231.21
Schwab U.s. Reit Etf Etf (SCHH) 0.3 $3.9M 158k 24.89
Exxon Mobil Corp CS (XOM) 0.3 $3.8M 46k 82.60
Netflix CS (NFLX) 0.3 $3.8M 10k 374.54
Cisco Systems CS (CSCO) 0.3 $3.8M 68k 55.77
Cme Group CS (CME) 0.3 $3.8M 16k 237.87
Northrop Grumman Corp CS (NOC) 0.3 $3.6M 8.1k 447.24
Crown Castle International Cor CS (CCI) 0.3 $3.4M 18k 184.59
Walmart CS (WMT) 0.3 $3.3M 22k 148.92
Utilities Select Sector Spdr F Etf (XLU) 0.3 $3.1M 41k 74.46
Verisign CS (VRSN) 0.2 $3.0M 14k 222.43
Spdr S&p Oil & Gas Exploration CS (XOP) 0.2 $3.0M 22k 134.54
Merck & Co CS (MRK) 0.2 $3.0M 36k 82.04
Spdr Bloomberg High Yield Bond Etf (JNK) 0.2 $2.7M 26k 102.51
Vanguard Ftse Developed Market Etf (VEA) 0.2 $2.7M 56k 48.03
Vanguard Mid-cap Etf Etf (VO) 0.2 $2.6M 11k 237.82
Waste Connections CS (WCN) 0.2 $2.6M 19k 139.71
At&t CS (T) 0.2 $2.6M 109k 23.63
Invesco Senior Loan Etf Etf (BKLN) 0.2 $2.6M 117k 21.77
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $2.5M 5.5k 453.74
Lamar Advertising CS (LAMR) 0.2 $2.5M 22k 116.16
Charles Schwab Corp/the CS (SCHW) 0.2 $2.4M 29k 84.30
Abbott Laboratories CS (ABT) 0.2 $2.4M 20k 118.34
Paychex CS (PAYX) 0.2 $2.4M 18k 136.45
Union Pacific Corp CS (UNP) 0.2 $2.4M 8.7k 273.20
Ishares Russell Mid-cap Etf Etf (IWR) 0.2 $2.4M 30k 78.05
Meta Platforms CS (META) 0.2 $2.3M 11k 222.35
Ishares Msci Eafe Etf Etf (EFA) 0.2 $2.3M 32k 73.58
Starbucks Corp CS (SBUX) 0.2 $2.3M 25k 90.99
T-mobile Us CS (TMUS) 0.2 $2.2M 17k 128.36
Cf Industries Holdings CS (CF) 0.2 $2.2M 21k 103.05
Ecolab CS (ECL) 0.2 $2.1M 12k 176.60
Blackstone CS (BX) 0.2 $2.0M 16k 126.93
Electronic Arts CS (EA) 0.2 $2.0M 16k 126.54
Indexiq Etf Trust - Iq Hedge M Etf (QAI) 0.2 $2.0M 64k 30.85
Mondelez International CS (MDLZ) 0.2 $2.0M 31k 62.77
Booking Holdings CS (BKNG) 0.2 $1.9M 818.00 2348.41
Mastercard CS (MA) 0.2 $1.9M 5.3k 357.36
Baxter International CS (BAX) 0.2 $1.9M 24k 77.53
Eli Lilly & Co CS (LLY) 0.2 $1.9M 6.5k 286.40
Albemarle Corp CS (ALB) 0.2 $1.8M 8.3k 221.19
Chipotle Mexican Grill CS (CMG) 0.1 $1.8M 1.1k 1582.17
Workday CS (WDAY) 0.1 $1.8M 7.5k 239.43
Westinghouse Air Brake Technol CS (WAB) 0.1 $1.8M 19k 96.19
Sysco Corp CS (SYY) 0.1 $1.8M 22k 81.63
Te Connectivity CS (TEL) 0.1 $1.8M 14k 130.98
Nvidia Corp CS (NVDA) 0.1 $1.7M 6.3k 272.87
Airbnb CS (ABNB) 0.1 $1.7M 10k 171.81
Intel Corp CS (INTC) 0.1 $1.7M 35k 49.57
Automatic Data Processing CS (ADP) 0.1 $1.6M 7.2k 227.54
Vertex Pharmaceuticals CS (VRTX) 0.1 $1.6M 6.2k 261.00
Dow CS (DOW) 0.1 $1.6M 25k 63.73
Csx Corp CS (CSX) 0.1 $1.6M 42k 37.46
Nxp Semiconductors Nv CS (NXPI) 0.1 $1.6M 8.5k 185.02
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $1.6M 27k 57.57
Vanguard Ftse Emerging Markets Etf (VWO) 0.1 $1.5M 33k 46.14
Shopify CS (SHOP) 0.1 $1.5M 2.2k 675.80
Valero Energy Corp CS (VLO) 0.1 $1.5M 14k 101.55
Vanguard Communication Service Etf (VOX) 0.1 $1.4M 11k 120.03
Scotts Miracle-gro Co/the CS (SMG) 0.1 $1.3M 11k 122.95
Invesco Qqq Trust Series 1 Etf (QQQ) 0.1 $1.3M 3.6k 362.50
Twitter CS 0.1 $1.3M 34k 38.69
Activision Blizzard CS 0.1 $1.3M 16k 80.13
Coca-cola Co/the CS (KO) 0.1 $1.3M 20k 61.99
Tesla CS (TSLA) 0.1 $1.2M 1.1k 1077.66
Pfizer CS (PFE) 0.1 $1.2M 24k 51.75
Texas Instruments CS (TXN) 0.1 $1.2M 6.6k 183.41
Northern Trust Corp CS (NTRS) 0.1 $1.2M 9.9k 116.49
Ishares Core U.s. Aggregate Bo Etf (AGG) 0.1 $1.2M 11k 107.11
Archer-daniels-midland CS (ADM) 0.1 $1.1M 13k 90.29
Nextera Energy CS (NEE) 0.1 $1.1M 13k 84.71
Technology Select Sector Spdr Etf (XLK) 0.1 $1.1M 6.9k 158.88
International Business Machine CS (IBM) 0.1 $1.1M 8.3k 130.04
Catalent CS (CTLT) 0.1 $1.0M 9.4k 110.92
3M CS (MMM) 0.1 $1.0M 6.9k 148.90
Wells Fargo & Co CS (WFC) 0.1 $1.0M 21k 48.45
Autodesk CS (ADSK) 0.1 $1.0M 4.8k 214.42
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $1.0M 3.7k 277.57
S&p Global CS (SPGI) 0.1 $940k 2.3k 410.12
Ishares Msci Emerging Markets Etf (EEM) 0.1 $939k 21k 45.14
Ishares Msci Eafe Min Vol Fact Etf (EFAV) 0.1 $938k 13k 72.11
Eog Resources CS (EOG) 0.1 $924k 7.8k 119.18
Illumina CS (ILMN) 0.1 $923k 2.6k 349.22
Rivian Automotive CS (RIVN) 0.1 $913k 18k 50.23
Spdr Gold Shares Etf (GLD) 0.1 $902k 5.0k 180.69
Spdr S&p Dividend Etf Etf (SDY) 0.1 $900k 7.0k 128.15
Domino's Pizza CS (DPZ) 0.1 $899k 2.2k 406.97
Chevron Corp CS (CVX) 0.1 $886k 5.4k 162.78
Deere & Co CS (DE) 0.1 $872k 2.1k 415.44
Citigroup CS (C) 0.1 $864k 16k 53.38
Federated Hermes CS (FHI) 0.1 $843k 25k 34.06
Ishares Russell 2000 Growth Et Etf (IWO) 0.1 $831k 3.2k 255.85
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $823k 3.1k 268.34
Colgate-palmolive CS (CL) 0.1 $767k 10k 75.87
Us Diversified Real Estate Etf Etf (PPTY) 0.1 $734k 19k 37.98
Schlumberger Nv CS (SLB) 0.1 $718k 17k 41.32
Amphenol Corp CS (APH) 0.1 $718k 9.5k 75.36
Illinois Tool Works CS (ITW) 0.1 $713k 3.4k 209.34
Ebay CS (EBAY) 0.1 $705k 12k 57.24
Bristol-myers Squibb CS (BMY) 0.1 $693k 9.5k 73.01
Applied Materials CS (AMAT) 0.1 $688k 5.2k 131.83
Blackrock Ultra Short-term Bon Etf (ICSH) 0.1 $676k 14k 50.14
Ishares Russell Mid-cap Growth Etf (IWP) 0.1 $676k 6.7k 100.55
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $666k 1.4k 490.43
Schwab Fundamental Internation Etf (FNDF) 0.1 $665k 21k 32.25
Lowe's Cos CS (LOW) 0.1 $654k 3.2k 202.29
Waste Management CS (WM) 0.1 $642k 4.1k 158.48
Regeneron Pharmaceuticals CS (REGN) 0.1 $641k 918.00 698.26
Oracle Corp CS (ORCL) 0.1 $635k 7.7k 82.78
Honeywell International CS (HON) 0.1 $631k 3.2k 194.51
Vanguard Esg Us Stock Etf Etf (ESGV) 0.1 $617k 7.6k 81.02
Invitation Homes CS (INVH) 0.0 $611k 15k 40.17
Sportradar Holding CS (SRAD) 0.0 $608k 37k 16.65
Schwab Fundamental U.s. Large Etf (FNDX) 0.0 $607k 10k 58.50
Vanguard High Dividend Yield E Etf (VYM) 0.0 $605k 5.4k 112.22
Jpmorgan Diversified Return In Etf (JPIN) 0.0 $605k 11k 56.46
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $603k 3.7k 161.27
Target Corp CS (TGT) 0.0 $586k 2.8k 212.32
Vanguard Total Stock Market Et Etf (VTI) 0.0 $583k 2.6k 227.73
Fiserv CS (FI) 0.0 $581k 5.7k 101.41
First Trust Nasdaq Clean Edge Etf (QCLN) 0.0 $573k 8.9k 64.62
Vanguard Growth Etf Etf (VUG) 0.0 $572k 2.0k 287.73
Ishares Msci Global Min Vol Fa Etf (ACWV) 0.0 $564k 5.4k 104.87
Wec Energy Group CS (WEC) 0.0 $557k 5.6k 99.87
Ford Motor CS (F) 0.0 $552k 33k 16.90
Prudential Financial CS (PRU) 0.0 $551k 4.7k 118.06
Linde CS 0.0 $545k 1.7k 319.65
Ishares Trust Ishares Esg Awar Etf (ESGD) 0.0 $540k 7.3k 73.80
Comcast Corp CS (CMCSA) 0.0 $539k 12k 46.85
Nike CS (NKE) 0.0 $530k 3.9k 134.52
Vanguard Dividend Appreciation Etf (VIG) 0.0 $523k 3.2k 162.17
Cvs Health Corp CS (CVS) 0.0 $517k 5.1k 101.29
Schwab U.s. Aggregate Bond Etf Etf (SCHZ) 0.0 $508k 10k 50.53
Akamai Technologies CS (AKAM) 0.0 $508k 4.3k 119.36
Goldman Sachs Just Us Large Ca Etf (JUST) 0.0 $488k 7.5k 64.82
Ameriprise Financial CS (AMP) 0.0 $486k 1.6k 300.56
General Electric CS (GE) 0.0 $486k 5.3k 91.47
Church & Dwight CS (CHD) 0.0 $482k 4.9k 99.32
Salesforce.com CS (CRM) 0.0 $479k 2.3k 212.23
Vanguard Small-cap Etf Etf (VB) 0.0 $466k 2.2k 212.40
Sempra Energy CS (SRE) 0.0 $464k 2.8k 168.12
Consumer Discretionary Select Etf (XLY) 0.0 $462k 2.5k 185.10
Vanguard Real Estate Etf CS (VNQ) 0.0 $454k 4.2k 108.46
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $454k 6.5k 69.57
Gilead Sciences CS (GILD) 0.0 $442k 7.4k 59.45
Air Products And Chemicals CS (APD) 0.0 $442k 1.8k 249.72
Schwab U.s. Large-cap Growth E Etf (SCHG) 0.0 $436k 5.8k 74.80
Caterpillar CS (CAT) 0.0 $434k 1.9k 223.02
General Mills CS (GIS) 0.0 $427k 6.3k 67.68
Travelers Cos Inc/the CS (TRV) 0.0 $400k 2.2k 182.56
Eversource Energy CS (ES) 0.0 $396k 4.5k 88.22
Financial Select Sector Spdr F Etf (XLF) 0.0 $392k 10k 38.33
Rli Corp CS (RLI) 0.0 $378k 3.4k 110.69
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $375k 4.8k 78.80
Schwab Fundamental U.s. Small Etf (FNDA) 0.0 $374k 7.0k 53.52
Mgm Resorts International CS (MGM) 0.0 $371k 8.8k 41.94
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.0 $358k 8.7k 41.19
Communication Services Select CS (XLC) 0.0 $357k 5.2k 68.77
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $357k 3.3k 107.82
Ishares Russell 3000 Etf Etf (IWV) 0.0 $354k 1.4k 262.22
Digital Realty Trust CS (DLR) 0.0 $351k 2.5k 141.76
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $349k 4.5k 77.52
Spdr Dow Jones Industrial Aver CS (DIA) 0.0 $348k 1.0k 346.96
Dupont De Nemours CS (DD) 0.0 $338k 4.6k 73.51
Vanguard Small-cap Value Etf Etf (VBR) 0.0 $337k 1.9k 175.89
Servicenow CS (NOW) 0.0 $337k 605.00 557.02
Trane Technologies CS (TT) 0.0 $322k 2.1k 152.75
Schwab Fundamental Emerging Ma Etf (FNDE) 0.0 $315k 11k 28.94
Vanguard Esg International Sto Etf (VSGX) 0.0 $313k 5.5k 57.25
Fortive Corp CS (FTV) 0.0 $313k 5.1k 60.95
Vaneck Investment Grade Floati Etf (FLTR) 0.0 $312k 12k 25.10
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.0 $311k 4.4k 70.36
Health Care Select Sector Spdr Etf (XLV) 0.0 $309k 2.3k 136.97
Ishares 1-3 Year Treasury Bond Etf (SHY) 0.0 $307k 3.7k 83.27
Becton Dickinson And CS (BDX) 0.0 $306k 1.1k 266.32
Americold Realty Trust CS (COLD) 0.0 $302k 11k 27.85
Schwab Short-term U.s. Treasur Etf (SCHO) 0.0 $302k 6.1k 49.62
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.0 $299k 3.9k 75.75
Carlisle Cos CS (CSL) 0.0 $285k 1.2k 245.69
Nucor Corp CS (NUE) 0.0 $282k 1.9k 148.42
Marsh & Mclennan Cos CS (MMC) 0.0 $280k 1.6k 170.63
Ishares Esg Aware Msci Usa Sma Etf (ESML) 0.0 $280k 7.4k 37.98
Ishares Gold Trust Etf (IAU) 0.0 $278k 7.5k 36.89
Consolidated Edison CS (ED) 0.0 $275k 2.9k 94.66
Ishares Core S&p U.s. Value Et Etf (IUSV) 0.0 $273k 3.6k 75.90
Schwab Emerging Markets Equity Etf (SCHE) 0.0 $272k 9.8k 27.79
Ppg Industries CS (PPG) 0.0 $271k 2.1k 130.98
First Trust Us Equity Opportun Etf (FPX) 0.0 $270k 2.5k 109.09
Synopsys CS (SNPS) 0.0 $270k 810.00 333.33
Ishares Russell Mid-cap Value Etf (IWS) 0.0 $270k 2.3k 119.84
Vanguard Value Etf Etf (VTV) 0.0 $266k 1.8k 147.70
Conocophillips CS (COP) 0.0 $265k 2.7k 99.92
Advanced Micro Devices CS (AMD) 0.0 $261k 2.4k 109.20
Ishares U.s. Energy Etf Etf (IYE) 0.0 $256k 6.3k 40.87
Chubb CS (CB) 0.0 $255k 1.2k 213.57
Raymond James Financial CS (RJF) 0.0 $253k 2.3k 110.00
United Parcel Service CS (UPS) 0.0 $247k 1.2k 214.78
General Dynamics Corp CS (GD) 0.0 $247k 1.0k 241.21
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $247k 1.6k 155.93
Match Group CS (MTCH) 0.0 $245k 2.3k 108.74
Okta CS (OKTA) 0.0 $243k 1.6k 150.74
Tandem Diabetes Care CS (TNDM) 0.0 $242k 2.1k 116.35
Vf Corp CS (VFC) 0.0 $241k 4.2k 56.95
Novartis CS (NVS) 0.0 $236k 2.7k 87.86
Vanguard S&p 500 Etf Etf (VOO) 0.0 $234k 563.00 415.63
Ishares Inc Ishares Esg Aware Etf (ESGE) 0.0 $227k 6.2k 36.72
Pnc Financial Services Group I CS (PNC) 0.0 $225k 1.2k 184.58
Schwab Us Tips Etf Etf (SCHP) 0.0 $223k 3.7k 60.73
Vanguard Mortgage-backed Secur Etf (VMBS) 0.0 $222k 4.4k 50.12
Diageo CS (DEO) 0.0 $219k 1.1k 202.78
Kkr & Co CS (KKR) 0.0 $218k 3.7k 58.52
Everi Holdings CS (EVRI) 0.0 $217k 10k 21.02
Vanguard Total Bond Market Etf Etf (BND) 0.0 $214k 2.7k 79.61
Duke Energy Corp CS (DUK) 0.0 $214k 1.9k 111.81
Bank Of New York Mellon Corp/t CS (BK) 0.0 $210k 4.2k 49.70
Vale Sa CS (VALE) 0.0 $209k 11k 19.95
Anthem CS (ELV) 0.0 $209k 425.00 491.76
Shell CS (SHEL) 0.0 $208k 3.8k 54.92
Invesco S&p 500 Equal Weight E Etf (RSP) 0.0 $201k 1.3k 157.52
Ecn Capital Corp CS (ECNCF) 0.0 $97k 18k 5.49