Center for Financial Planning as of Dec. 31, 2019
Portfolio Holdings for Center for Financial Planning
Center for Financial Planning holds 472 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Lehman Aggregate Bond (AGG) | 22.4 | $90M | 796k | 112.37 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 14.2 | $57M | 869k | 65.24 | |
Vanguard Small-Cap Value ETF (VBR) | 13.3 | $53M | 388k | 137.07 | |
Vanguard S&p 500 Etf idx (VOO) | 11.1 | $45M | 150k | 295.80 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 9.2 | $37M | 366k | 101.00 | |
Vanguard Small-Cap ETF (VB) | 2.8 | $11M | 68k | 165.64 | |
Berkshire Hathaway (BRK.A) | 1.6 | $6.5M | 19.00 | 339578.95 | |
Microsoft Corporation (MSFT) | 1.1 | $4.4M | 28k | 157.68 | |
Berkshire Hathaway (BRK.B) | 1.1 | $4.3M | 19k | 226.48 | |
Credit Acceptance (CACC) | 0.7 | $2.9M | 6.6k | 442.31 | |
Procter & Gamble Company (PG) | 0.6 | $2.5M | 20k | 124.90 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.3M | 17k | 139.43 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $2.2M | 50k | 44.48 | |
Chevron Corporation (CVX) | 0.5 | $2.0M | 16k | 120.50 | |
Thermo Fisher Scientific (TMO) | 0.5 | $2.0M | 6.0k | 324.94 | |
Johnson & Johnson (JNJ) | 0.5 | $1.9M | 13k | 145.85 | |
Nextera Energy (NEE) | 0.5 | $1.9M | 7.7k | 242.15 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.9M | 27k | 69.44 | |
Apple (AAPL) | 0.5 | $1.8M | 6.2k | 293.61 | |
3M Company (MMM) | 0.4 | $1.6M | 8.9k | 176.36 | |
Raymond James Financial (RJF) | 0.4 | $1.6M | 17k | 89.47 | |
Stryker Corporation (SYK) | 0.4 | $1.5M | 7.3k | 209.99 | |
Omni (OMC) | 0.4 | $1.5M | 19k | 81.00 | |
Amazon (AMZN) | 0.4 | $1.5M | 826.00 | 1847.46 | |
Pepsi (PEP) | 0.4 | $1.5M | 11k | 136.72 | |
Coca-Cola Company (KO) | 0.3 | $1.3M | 24k | 55.34 | |
Alphabet Inc Class C cs (GOOG) | 0.3 | $1.4M | 1.0k | 1337.22 | |
Abbott Laboratories (ABT) | 0.3 | $1.2M | 14k | 86.85 | |
Merck & Co (MRK) | 0.3 | $1.2M | 13k | 90.94 | |
Exxon Mobil Corporation (XOM) | 0.3 | $1.2M | 17k | 69.79 | |
Colgate-Palmolive Company (CL) | 0.3 | $1.1M | 17k | 68.87 | |
American Express Company (AXP) | 0.3 | $1.1M | 8.8k | 124.47 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $1.1M | 6.5k | 163.59 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $1.1M | 4.4k | 244.93 | |
American Tower Reit (AMT) | 0.3 | $1.1M | 4.6k | 229.89 | |
Cerner Corporation | 0.3 | $1.0M | 14k | 73.36 | |
At&t (T) | 0.2 | $1.0M | 26k | 39.10 | |
Verizon Communications (VZ) | 0.2 | $984k | 16k | 61.40 | |
Abbvie (ABBV) | 0.2 | $945k | 11k | 88.52 | |
Illinois Tool Works (ITW) | 0.2 | $903k | 5.0k | 179.59 | |
salesforce (CRM) | 0.2 | $911k | 5.6k | 162.62 | |
Microchip Technology (MCHP) | 0.2 | $869k | 8.3k | 104.70 | |
Union Pacific Corporation (UNP) | 0.2 | $867k | 4.8k | 180.85 | |
CVS Caremark Corporation (CVS) | 0.2 | $873k | 12k | 74.27 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $841k | 5.7k | 147.93 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $826k | 19k | 44.07 | |
Vanguard Growth ETF (VUG) | 0.2 | $853k | 4.7k | 182.19 | |
McDonald's Corporation (MCD) | 0.2 | $817k | 4.1k | 197.53 | |
Emerson Electric (EMR) | 0.2 | $754k | 9.9k | 76.22 | |
Ford Motor Company (F) | 0.2 | $741k | 80k | 9.30 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $761k | 3.7k | 205.90 | |
Pfizer (PFE) | 0.2 | $717k | 18k | 39.17 | |
Cisco Systems (CSCO) | 0.2 | $683k | 14k | 47.98 | |
General Mills (GIS) | 0.2 | $690k | 13k | 53.59 | |
Boeing Company (BA) | 0.2 | $647k | 2.0k | 325.62 | |
McKesson Corporation (MCK) | 0.2 | $630k | 4.6k | 138.31 | |
iShares Russell 2000 Index (IWM) | 0.2 | $626k | 3.8k | 165.61 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $651k | 11k | 59.64 | |
Vanguard Value ETF (VTV) | 0.2 | $637k | 5.3k | 119.80 | |
Motorola Solutions (MSI) | 0.2 | $633k | 3.9k | 161.11 | |
Zimmer Holdings (ZBH) | 0.1 | $615k | 4.1k | 149.64 | |
DTE Energy Company (DTE) | 0.1 | $613k | 4.7k | 129.98 | |
Rockwell Automation (ROK) | 0.1 | $597k | 2.9k | 202.65 | |
iShares Dow Jones US Healthcare (IYH) | 0.1 | $612k | 2.8k | 215.72 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.1 | $593k | 5.3k | 111.11 | |
Walt Disney Company (DIS) | 0.1 | $561k | 3.9k | 144.59 | |
Altria (MO) | 0.1 | $554k | 11k | 49.88 | |
United Technologies Corporation | 0.1 | $552k | 3.7k | 149.76 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.1 | $553k | 9.9k | 55.74 | |
Stanley Black & Decker (SWK) | 0.1 | $518k | 3.1k | 165.87 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $509k | 4.3k | 119.23 | |
Chubb (CB) | 0.1 | $531k | 3.4k | 155.54 | |
U.S. Bancorp (USB) | 0.1 | $461k | 7.8k | 59.35 | |
Wells Fargo & Company (WFC) | 0.1 | $489k | 9.1k | 53.85 | |
Danaher Corporation (DHR) | 0.1 | $464k | 3.0k | 153.59 | |
S&p Global (SPGI) | 0.1 | $472k | 1.7k | 272.99 | |
Philip Morris International (PM) | 0.1 | $437k | 5.1k | 85.02 | |
Dana Holding Corporation (DAN) | 0.1 | $437k | 24k | 18.21 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.1 | $442k | 3.5k | 126.68 | |
PPG Industries (PPG) | 0.1 | $386k | 2.9k | 133.38 | |
International Business Machines (IBM) | 0.1 | $390k | 2.9k | 134.07 | |
Duke Energy (DUK) | 0.1 | $414k | 4.5k | 91.17 | |
Mondelez Int (MDLZ) | 0.1 | $396k | 7.2k | 55.05 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $356k | 24k | 15.06 | |
Bristol Myers Squibb (BMY) | 0.1 | $376k | 5.9k | 64.16 | |
Dover Corporation (DOV) | 0.1 | $355k | 3.1k | 115.41 | |
iShares Dow Jones US Real Estate (IYR) | 0.1 | $351k | 3.8k | 93.20 | |
Ishares Tr eafe min volat (EFAV) | 0.1 | $351k | 4.7k | 74.54 | |
Aon | 0.1 | $355k | 1.7k | 208.09 | |
United Parcel Service (UPS) | 0.1 | $321k | 2.7k | 117.03 | |
ConocoPhillips (COP) | 0.1 | $308k | 4.7k | 64.99 | |
iShares S&P 500 Index (IVV) | 0.1 | $331k | 1.0k | 323.56 | |
Home Depot (HD) | 0.1 | $291k | 1.3k | 218.63 | |
Air Products & Chemicals (APD) | 0.1 | $287k | 1.2k | 234.86 | |
Southern Company (SO) | 0.1 | $280k | 4.4k | 63.69 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.1 | $271k | 9.0k | 30.11 | |
Phillips 66 (PSX) | 0.1 | $274k | 2.5k | 111.43 | |
Medtronic (MDT) | 0.1 | $294k | 2.6k | 113.43 | |
Comcast Corporation (CMCSA) | 0.1 | $245k | 5.4k | 44.97 | |
Progressive Corporation (PGR) | 0.1 | $236k | 3.3k | 72.39 | |
Wal-Mart Stores (WMT) | 0.1 | $232k | 2.0k | 118.85 | |
Lockheed Martin Corporation (LMT) | 0.1 | $242k | 622.00 | 389.07 | |
Henry Schein (HSIC) | 0.1 | $227k | 3.4k | 66.65 | |
Eaton (ETN) | 0.1 | $249k | 2.6k | 94.75 | |
Eversource Energy (ES) | 0.1 | $259k | 3.0k | 85.00 | |
Amgen (AMGN) | 0.1 | $181k | 750.00 | 241.33 | |
Netflix (NFLX) | 0.1 | $207k | 639.00 | 323.94 | |
Cme (CME) | 0.0 | $148k | 738.00 | 200.54 | |
Norfolk Southern (NSC) | 0.0 | $175k | 900.00 | 194.44 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $154k | 477.00 | 322.85 | |
Honeywell International (HON) | 0.0 | $178k | 1.0k | 177.47 | |
Pioneer Natural Resources (PXD) | 0.0 | $172k | 1.1k | 151.28 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $150k | 1.2k | 130.32 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $146k | 2.8k | 53.07 | |
Energizer Holdings (ENR) | 0.0 | $162k | 3.2k | 50.19 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $179k | 841.00 | 212.84 | |
Canadian Natl Ry (CNI) | 0.0 | $133k | 1.5k | 90.66 | |
Caterpillar (CAT) | 0.0 | $110k | 748.00 | 147.06 | |
Dominion Resources (D) | 0.0 | $137k | 1.6k | 83.08 | |
General Electric Company | 0.0 | $126k | 11k | 11.13 | |
Public Storage (PSA) | 0.0 | $113k | 530.00 | 213.21 | |
Intel Corporation (INTC) | 0.0 | $118k | 2.0k | 60.11 | |
Comerica Incorporated (CMA) | 0.0 | $111k | 1.5k | 71.66 | |
Texas Instruments Incorporated (TXN) | 0.0 | $130k | 1.0k | 128.08 | |
UnitedHealth (UNH) | 0.0 | $120k | 407.00 | 294.84 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $114k | 836.00 | 136.36 | |
Applied Materials (AMAT) | 0.0 | $122k | 2.0k | 61.00 | |
Mercantile Bank (MBWM) | 0.0 | $102k | 2.8k | 36.64 | |
Enterprise Products Partners (EPD) | 0.0 | $100k | 3.5k | 28.19 | |
Oge Energy Corp (OGE) | 0.0 | $122k | 2.7k | 44.56 | |
EastGroup Properties (EGP) | 0.0 | $106k | 800.00 | 132.50 | |
Tesla Motors (TSLA) | 0.0 | $109k | 260.00 | 419.23 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $121k | 1.4k | 84.03 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $135k | 1.4k | 93.62 | |
SPDR DJ Wilshire REIT (RWR) | 0.0 | $122k | 1.2k | 101.67 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $113k | 486.00 | 232.51 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.0 | $109k | 2.0k | 54.50 | |
Marathon Petroleum Corp (MPC) | 0.0 | $129k | 2.1k | 60.45 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $101k | 1.9k | 53.95 | |
re Max Hldgs Inc cl a (RMAX) | 0.0 | $115k | 3.0k | 38.33 | |
L3harris Technologies (LHX) | 0.0 | $138k | 696.00 | 198.28 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $81k | 1.8k | 45.05 | |
PNC Financial Services (PNC) | 0.0 | $74k | 466.00 | 158.80 | |
Moody's Corporation (MCO) | 0.0 | $83k | 350.00 | 237.14 | |
Costco Wholesale Corporation (COST) | 0.0 | $68k | 230.00 | 295.65 | |
FirstEnergy (FE) | 0.0 | $90k | 1.9k | 48.41 | |
Carnival Corporation (CCL) | 0.0 | $75k | 1.5k | 50.64 | |
Automatic Data Processing (ADP) | 0.0 | $66k | 385.00 | 171.43 | |
Becton, Dickinson and (BDX) | 0.0 | $75k | 275.00 | 272.73 | |
General Dynamics Corporation (GD) | 0.0 | $71k | 400.00 | 177.50 | |
Clorox Company (CLX) | 0.0 | $88k | 573.00 | 153.58 | |
Kellogg Company (K) | 0.0 | $62k | 900.00 | 68.89 | |
PPL Corporation (PPL) | 0.0 | $90k | 2.5k | 36.03 | |
Oracle Corporation (ORCL) | 0.0 | $77k | 1.5k | 52.92 | |
Landstar System (LSTR) | 0.0 | $82k | 723.00 | 113.42 | |
Community Bank System (CBU) | 0.0 | $84k | 1.2k | 71.19 | |
HEICO Corporation (HEI) | 0.0 | $94k | 821.00 | 114.49 | |
UGI Corporation (UGI) | 0.0 | $71k | 1.6k | 45.43 | |
Manulife Finl Corp (MFC) | 0.0 | $68k | 3.4k | 20.16 | |
iShares S&P MidCap 400 Growth (IJK) | 0.0 | $91k | 383.00 | 237.60 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $66k | 230.00 | 286.96 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $81k | 765.00 | 105.88 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $87k | 1.6k | 53.47 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $64k | 375.00 | 170.67 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $72k | 1.4k | 50.21 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $71k | 1.3k | 54.62 | |
Schwab International Equity ETF (SCHF) | 0.0 | $93k | 2.8k | 33.55 | |
Ishares Tr rus200 grw idx (IWY) | 0.0 | $61k | 630.00 | 96.83 | |
Anthem (ELV) | 0.0 | $82k | 273.00 | 300.37 | |
BP (BP) | 0.0 | $38k | 1.0k | 37.62 | |
CMS Energy Corporation (CMS) | 0.0 | $44k | 697.00 | 63.13 | |
MasterCard Incorporated (MA) | 0.0 | $27k | 89.00 | 303.37 | |
Fidelity National Information Services (FIS) | 0.0 | $25k | 177.00 | 141.24 | |
Bank of America Corporation (BAC) | 0.0 | $22k | 611.00 | 36.01 | |
Lincoln National Corporation (LNC) | 0.0 | $21k | 363.00 | 57.85 | |
Arthur J. Gallagher & Co. (AJG) | 0.0 | $51k | 535.00 | 95.33 | |
CSX Corporation (CSX) | 0.0 | $43k | 600.00 | 71.67 | |
Waste Management (WM) | 0.0 | $34k | 296.00 | 114.86 | |
Eli Lilly & Co. (LLY) | 0.0 | $26k | 200.00 | 130.00 | |
Archer Daniels Midland Company (ADM) | 0.0 | $36k | 784.00 | 45.92 | |
Consolidated Edison (ED) | 0.0 | $45k | 500.00 | 90.00 | |
Autodesk (ADSK) | 0.0 | $22k | 120.00 | 183.33 | |
IDEXX Laboratories (IDXX) | 0.0 | $46k | 176.00 | 261.36 | |
Snap-on Incorporated (SNA) | 0.0 | $36k | 210.00 | 171.43 | |
SYSCO Corporation (SYY) | 0.0 | $41k | 481.00 | 85.24 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $30k | 91.00 | 329.67 | |
AFLAC Incorporated (AFL) | 0.0 | $58k | 1.1k | 52.73 | |
Best Buy (BBY) | 0.0 | $40k | 450.00 | 88.89 | |
Tiffany & Co. | 0.0 | $24k | 176.00 | 136.36 | |
CACI International (CACI) | 0.0 | $56k | 225.00 | 248.89 | |
DaVita (DVA) | 0.0 | $26k | 345.00 | 75.36 | |
Xilinx | 0.0 | $20k | 200.00 | 100.00 | |
Masco Corporation (MAS) | 0.0 | $23k | 480.00 | 47.92 | |
AstraZeneca (AZN) | 0.0 | $34k | 687.00 | 49.49 | |
American Financial (AFG) | 0.0 | $33k | 300.00 | 110.00 | |
Schlumberger (SLB) | 0.0 | $40k | 1.0k | 39.88 | |
Target Corporation (TGT) | 0.0 | $55k | 427.00 | 128.81 | |
Weyerhaeuser Company (WY) | 0.0 | $23k | 752.00 | 30.59 | |
Exelon Corporation (EXC) | 0.0 | $27k | 589.00 | 45.84 | |
Total (TTE) | 0.0 | $54k | 982.00 | 54.99 | |
TJX Companies (TJX) | 0.0 | $25k | 414.00 | 60.39 | |
Lowe's Companies (LOW) | 0.0 | $48k | 403.00 | 119.11 | |
Hershey Company (HSY) | 0.0 | $39k | 264.00 | 147.73 | |
Ii-vi | 0.0 | $34k | 1.0k | 34.00 | |
Sempra Energy (SRE) | 0.0 | $49k | 321.00 | 152.65 | |
J.M. Smucker Company (SJM) | 0.0 | $28k | 267.00 | 104.87 | |
Delta Air Lines (DAL) | 0.0 | $35k | 604.00 | 57.95 | |
Edison International (EIX) | 0.0 | $43k | 570.00 | 75.44 | |
Enbridge (ENB) | 0.0 | $28k | 695.00 | 40.29 | |
BHP Billiton (BHP) | 0.0 | $27k | 500.00 | 54.00 | |
Gentex Corporation (GNTX) | 0.0 | $58k | 2.0k | 28.80 | |
National Fuel Gas (NFG) | 0.0 | $43k | 930.00 | 46.24 | |
Realty Income (O) | 0.0 | $43k | 580.00 | 74.14 | |
TreeHouse Foods (THS) | 0.0 | $22k | 450.00 | 48.89 | |
WD-40 Company (WDFC) | 0.0 | $39k | 200.00 | 195.00 | |
Magellan Midstream Partners | 0.0 | $50k | 800.00 | 62.50 | |
iShares Gold Trust | 0.0 | $38k | 2.6k | 14.62 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $31k | 175.00 | 177.14 | |
AECOM Technology Corporation (ACM) | 0.0 | $22k | 500.00 | 44.00 | |
iShares S&P 100 Index (OEF) | 0.0 | $58k | 400.00 | 145.00 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $26k | 275.00 | 94.55 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $55k | 256.00 | 214.84 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $25k | 163.00 | 153.37 | |
SPDR S&P Dividend (SDY) | 0.0 | $30k | 280.00 | 107.14 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $26k | 133.00 | 195.49 | |
iShares Lehman MBS Bond Fund (MBB) | 0.0 | $52k | 482.00 | 107.88 | |
General Motors Company (GM) | 0.0 | $35k | 967.00 | 36.19 | |
Vanguard REIT ETF (VNQ) | 0.0 | $59k | 631.00 | 93.50 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $31k | 248.00 | 125.00 | |
SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $45k | 817.00 | 55.08 | |
iShares MSCI BRIC Index Fund (BKF) | 0.0 | $26k | 566.00 | 45.94 | |
SPDR DJ International Real Estate ETF (RWX) | 0.0 | $49k | 1.3k | 39.01 | |
Vanguard Health Care ETF (VHT) | 0.0 | $42k | 218.00 | 192.66 | |
iShares Dow Jones US Financial (IYF) | 0.0 | $21k | 155.00 | 135.48 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $29k | 721.00 | 40.22 | |
Western Asset Municipal Partners Fnd | 0.0 | $43k | 2.8k | 15.17 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $28k | 368.00 | 76.09 | |
Citigroup (C) | 0.0 | $58k | 720.00 | 80.56 | |
Prologis (PLD) | 0.0 | $23k | 255.00 | 90.20 | |
Xylem (XYL) | 0.0 | $28k | 352.00 | 79.55 | |
Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $23k | 404.00 | 56.93 | |
Facebook Inc cl a (META) | 0.0 | $39k | 192.00 | 203.12 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $22k | 163.00 | 134.97 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $45k | 788.00 | 57.11 | |
Gw Pharmaceuticals Plc ads | 0.0 | $20k | 192.00 | 104.17 | |
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) | 0.0 | $40k | 926.00 | 43.20 | |
Sirius Xm Holdings (SIRI) | 0.0 | $21k | 3.0k | 7.00 | |
0.0 | $22k | 683.00 | 32.21 | ||
Vodafone Group New Adr F (VOD) | 0.0 | $20k | 1.0k | 19.59 | |
Alibaba Group Holding (BABA) | 0.0 | $42k | 200.00 | 210.00 | |
Topbuild (BLD) | 0.0 | $20k | 192.00 | 104.17 | |
Welltower Inc Com reit (WELL) | 0.0 | $35k | 433.00 | 80.83 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $42k | 31.00 | 1354.84 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $44k | 813.00 | 54.12 | |
Hp (HPQ) | 0.0 | $42k | 2.0k | 20.56 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $27k | 1.7k | 15.63 | |
Wheaton Precious Metals Corp (WPM) | 0.0 | $22k | 725.00 | 30.34 | |
Broadcom (AVGO) | 0.0 | $53k | 167.00 | 317.37 | |
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf etf (EMLC) | 0.0 | $46k | 1.3k | 34.15 | |
Cigna Corp (CI) | 0.0 | $20k | 99.00 | 202.02 | |
Dell Technologies (DELL) | 0.0 | $26k | 509.00 | 51.08 | |
Dow (DOW) | 0.0 | $35k | 647.00 | 54.10 | |
Corteva (CTVA) | 0.0 | $20k | 674.00 | 29.67 | |
Dupont De Nemours (DD) | 0.0 | $42k | 660.00 | 63.64 | |
Tcf Financial Corp | 0.0 | $54k | 1.2k | 46.63 | |
Corning Incorporated (GLW) | 0.0 | $15k | 529.00 | 28.36 | |
BlackRock (BLK) | 0.0 | $5.0k | 10.00 | 500.00 | |
Broadridge Financial Solutions (BR) | 0.0 | $6.0k | 48.00 | 125.00 | |
Goldman Sachs (GS) | 0.0 | $5.0k | 23.00 | 217.39 | |
Reinsurance Group of America (RGA) | 0.0 | $4.0k | 24.00 | 166.67 | |
TD Ameritrade Holding | 0.0 | $4.0k | 75.00 | 53.33 | |
Principal Financial (PFG) | 0.0 | $6.0k | 100.00 | 60.00 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $5.0k | 100.00 | 50.00 | |
Discover Financial Services (DFS) | 0.0 | $7.0k | 78.00 | 89.74 | |
Range Resources (RRC) | 0.0 | $998.760000 | 287.00 | 3.48 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $1.0k | 100.00 | 10.00 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $13k | 59.00 | 220.34 | |
Apache Corporation | 0.0 | $19k | 724.00 | 26.24 | |
Brown & Brown (BRO) | 0.0 | $12k | 308.00 | 38.96 | |
Citrix Systems | 0.0 | $7.0k | 61.00 | 114.75 | |
Hillenbrand (HI) | 0.0 | $3.0k | 95.00 | 31.58 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $16k | 113.00 | 141.59 | |
Mattel (MAT) | 0.0 | $1.0k | 97.00 | 10.31 | |
NVIDIA Corporation (NVDA) | 0.0 | $15k | 64.00 | 234.38 | |
Nuance Communications | 0.0 | $12k | 700.00 | 17.14 | |
Teradata Corporation (TDC) | 0.0 | $6.0k | 240.00 | 25.00 | |
Sherwin-Williams Company (SHW) | 0.0 | $11k | 18.00 | 611.11 | |
Travelers Companies (TRV) | 0.0 | $12k | 91.00 | 131.87 | |
Transocean (RIG) | 0.0 | $999.700000 | 130.00 | 7.69 | |
Electronic Arts (EA) | 0.0 | $6.0k | 60.00 | 100.00 | |
Autoliv (ALV) | 0.0 | $7.0k | 82.00 | 85.37 | |
Raytheon Company | 0.0 | $19k | 85.00 | 223.53 | |
Valero Energy Corporation (VLO) | 0.0 | $4.0k | 38.00 | 105.26 | |
Waters Corporation (WAT) | 0.0 | $4.0k | 15.00 | 266.67 | |
Yum! Brands (YUM) | 0.0 | $6.0k | 64.00 | 93.75 | |
Novartis (NVS) | 0.0 | $9.0k | 100.00 | 90.00 | |
NiSource (NI) | 0.0 | $10k | 352.00 | 28.41 | |
Olin Corporation (OLN) | 0.0 | $4.0k | 260.00 | 15.38 | |
Gartner (IT) | 0.0 | $3.0k | 17.00 | 176.47 | |
Allstate Corporation (ALL) | 0.0 | $14k | 125.00 | 112.00 | |
Capital One Financial (COF) | 0.0 | $0 | 3.00 | 0.00 | |
DISH Network | 0.0 | $9.0k | 248.00 | 36.29 | |
Intuitive Surgical (ISRG) | 0.0 | $12k | 21.00 | 571.43 | |
NCR Corporation (VYX) | 0.0 | $5.0k | 132.00 | 37.88 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $19k | 463.00 | 41.04 | |
Parker-Hannifin Corporation (PH) | 0.0 | $9.0k | 46.00 | 195.65 | |
Royal Dutch Shell | 0.0 | $5.0k | 80.00 | 62.50 | |
Gap (GPS) | 0.0 | $0 | 10.00 | 0.00 | |
Alleghany Corporation | 0.0 | $6.0k | 7.00 | 857.14 | |
Qualcomm (QCOM) | 0.0 | $18k | 200.00 | 90.00 | |
Biogen Idec (BIIB) | 0.0 | $15k | 52.00 | 288.46 | |
Gilead Sciences (GILD) | 0.0 | $0 | 3.00 | 0.00 | |
Dillard's (DDS) | 0.0 | $3.0k | 41.00 | 73.17 | |
PG&E Corporation (PCG) | 0.0 | $2.0k | 200.00 | 10.00 | |
Starbucks Corporation (SBUX) | 0.0 | $10k | 108.00 | 92.59 | |
Accenture (ACN) | 0.0 | $999.990000 | 3.00 | 333.33 | |
Anheuser-Busch InBev NV (BUD) | 0.0 | $18k | 220.00 | 81.82 | |
Novo Nordisk A/S (NVO) | 0.0 | $3.0k | 53.00 | 56.60 | |
Cintas Corporation (CTAS) | 0.0 | $5.0k | 17.00 | 294.12 | |
Markel Corporation (MKL) | 0.0 | $3.0k | 3.00 | 1000.00 | |
Prudential Financial (PRU) | 0.0 | $3.0k | 36.00 | 83.33 | |
W.R. Berkley Corporation (WRB) | 0.0 | $3.0k | 42.00 | 71.43 | |
Visa (V) | 0.0 | $5.0k | 24.00 | 208.33 | |
Service Corporation International (SCI) | 0.0 | $7.0k | 149.00 | 46.98 | |
Discovery Communications | 0.0 | $4.0k | 120.00 | 33.33 | |
Discovery Communications | 0.0 | $1.0k | 40.00 | 25.00 | |
United States Oil Fund | 0.0 | $3.0k | 240.00 | 12.50 | |
ConAgra Foods (CAG) | 0.0 | $3.0k | 100.00 | 30.00 | |
C.H. Robinson Worldwide (CHRW) | 0.0 | $15k | 197.00 | 76.14 | |
Chesapeake Energy Corporation | 0.0 | $1.0k | 1.5k | 0.67 | |
Fastenal Company (FAST) | 0.0 | $8.0k | 226.00 | 35.40 | |
Verisk Analytics (VRSK) | 0.0 | $6.0k | 38.00 | 157.89 | |
Gra (GGG) | 0.0 | $2.0k | 33.00 | 60.61 | |
Marathon Oil Corporation (MRO) | 0.0 | $7.0k | 533.00 | 13.13 | |
Constellation Brands (STZ) | 0.0 | $7.0k | 35.00 | 200.00 | |
Lannett Company | 0.0 | $11k | 1.3k | 8.80 | |
Cedar Fair (FUN) | 0.0 | $4.0k | 70.00 | 57.14 | |
SPDR Gold Trust (GLD) | 0.0 | $4.0k | 25.00 | 160.00 | |
Activision Blizzard | 0.0 | $6.0k | 97.00 | 61.86 | |
Estee Lauder Companies (EL) | 0.0 | $5.0k | 22.00 | 227.27 | |
Dolby Laboratories (DLB) | 0.0 | $3.0k | 45.00 | 66.67 | |
Illumina (ILMN) | 0.0 | $9.0k | 28.00 | 321.43 | |
Baidu (BIDU) | 0.0 | $9.0k | 70.00 | 128.57 | |
RPC (RES) | 0.0 | $3.0k | 500.00 | 6.00 | |
Seagate Technology Com Stk | 0.0 | $12k | 206.00 | 58.25 | |
STMicroelectronics (STM) | 0.0 | $13k | 500.00 | 26.00 | |
Energy Transfer Equity (ET) | 0.0 | $7.0k | 529.00 | 13.23 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $4.0k | 29.00 | 137.93 | |
Jabil Circuit (JBL) | 0.0 | $17k | 410.00 | 41.46 | |
MetLife (MET) | 0.0 | $12k | 237.00 | 50.63 | |
MarketAxess Holdings (MKTX) | 0.0 | $14k | 37.00 | 378.38 | |
Preformed Line Products Company (PLPC) | 0.0 | $11k | 185.00 | 59.46 | |
Suburban Propane Partners (SPH) | 0.0 | $1.0k | 43.00 | 23.26 | |
Superior Industries International (SUP) | 0.0 | $7.0k | 2.0k | 3.50 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $7.0k | 29.00 | 241.38 | |
British American Tobac (BTI) | 0.0 | $3.0k | 62.00 | 48.39 | |
Centene Corporation (CNC) | 0.0 | $7.0k | 106.00 | 66.04 | |
Cree | 0.0 | $8.0k | 177.00 | 45.20 | |
F.N.B. Corporation (FNB) | 0.0 | $18k | 1.4k | 13.00 | |
Cheniere Energy (LNG) | 0.0 | $3.0k | 50.00 | 60.00 | |
Unilever (UL) | 0.0 | $6.0k | 102.00 | 58.82 | |
Wabtec Corporation (WAB) | 0.0 | $3.0k | 33.00 | 90.91 | |
Aqua America | 0.0 | $16k | 332.00 | 48.19 | |
Agnico (AEM) | 0.0 | $15k | 250.00 | 60.00 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $3.0k | 25.00 | 120.00 | |
Kansas City Southern | 0.0 | $5.0k | 30.00 | 166.67 | |
Nice Systems (NICE) | 0.0 | $3.0k | 17.00 | 176.47 | |
Ametek (AME) | 0.0 | $4.0k | 43.00 | 93.02 | |
U.S. Physical Therapy (USPH) | 0.0 | $0 | 1.00 | 0.00 | |
Taubman Centers | 0.0 | $8.0k | 249.00 | 32.13 | |
Rayonier (RYN) | 0.0 | $2.0k | 61.00 | 32.79 | |
Suncor Energy (SU) | 0.0 | $13k | 400.00 | 32.50 | |
American International (AIG) | 0.0 | $5.0k | 107.00 | 46.73 | |
American Water Works (AWK) | 0.0 | $7.0k | 53.00 | 132.08 | |
iShares Russell 3000 Index (IWV) | 0.0 | $5.0k | 26.00 | 192.31 | |
Financial Select Sector SPDR (XLF) | 0.0 | $6.0k | 180.00 | 33.33 | |
Simon Property (SPG) | 0.0 | $17k | 117.00 | 145.30 | |
Camden Property Trust (CPT) | 0.0 | $12k | 113.00 | 106.19 | |
Eagle Ban (EGBN) | 0.0 | $5.0k | 100.00 | 50.00 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $5.0k | 42.00 | 119.05 | |
Envestnet (ENV) | 0.0 | $13k | 188.00 | 69.15 | |
iShares S&P Latin America 40 Index (ILF) | 0.0 | $4.0k | 121.00 | 33.06 | |
Pebblebrook Hotel Trust (PEB) | 0.0 | $5.0k | 197.00 | 25.38 | |
Tri-Continental Corporation (TY) | 0.0 | $1.0k | 21.00 | 47.62 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $8.0k | 45.00 | 177.78 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $8.0k | 62.00 | 129.03 | |
O'reilly Automotive (ORLY) | 0.0 | $4.0k | 10.00 | 400.00 | |
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.0 | $9.0k | 636.00 | 14.15 | |
Vanguard Materials ETF (VAW) | 0.0 | $7.0k | 55.00 | 127.27 | |
Pimco Municipal Income Fund II (PML) | 0.0 | $3.0k | 174.00 | 17.24 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $2.0k | 117.00 | 17.09 | |
Templeton Emerging Markets (EMF) | 0.0 | $8.0k | 485.00 | 16.49 | |
Vanguard Industrials ETF (VIS) | 0.0 | $10k | 63.00 | 158.73 | |
Visteon Corporation (VC) | 0.0 | $0 | 1.00 | 0.00 | |
Blackrock Municipal 2020 Term Trust | 0.0 | $10k | 650.00 | 15.38 | |
Citizens Community Ban (CZWI) | 0.0 | $12k | 1.0k | 12.00 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $2.0k | 29.00 | 68.97 | |
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 0.0 | $9.0k | 259.00 | 34.75 | |
Athersys | 0.0 | $2.0k | 1.7k | 1.15 | |
Te Connectivity Ltd for (TEL) | 0.0 | $16k | 168.00 | 95.24 | |
Suncoke Energy (SXC) | 0.0 | $1.0k | 218.00 | 4.59 | |
Spdr Ser Tr cmn (FLRN) | 0.0 | $9.0k | 292.00 | 30.82 | |
Post Holdings Inc Common (POST) | 0.0 | $3.0k | 30.00 | 100.00 | |
Lpl Financial Holdings (LPLA) | 0.0 | $7.0k | 78.00 | 89.74 | |
Servicenow (NOW) | 0.0 | $15k | 53.00 | 283.02 | |
Axogen (AXGN) | 0.0 | $9.0k | 500.00 | 18.00 | |
Flagstar Ban | 0.0 | $16k | 428.00 | 37.38 | |
Icon (ICLR) | 0.0 | $3.0k | 16.00 | 187.50 | |
Bright Horizons Fam Sol In D (BFAM) | 0.0 | $2.0k | 13.00 | 153.85 | |
Metropcs Communications (TMUS) | 0.0 | $12k | 156.00 | 76.92 | |
Leidos Holdings (LDOS) | 0.0 | $3.0k | 29.00 | 103.45 | |
Intercontinental Exchange (ICE) | 0.0 | $18k | 193.00 | 93.26 | |
First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $5.0k | 147.00 | 34.01 | |
Catalent (CTLT) | 0.0 | $3.0k | 62.00 | 48.39 | |
Synchrony Financial (SYF) | 0.0 | $4.0k | 120.00 | 33.33 | |
Healthequity (HQY) | 0.0 | $15k | 200.00 | 75.00 | |
Crown Castle Intl (CCI) | 0.0 | $9.0k | 61.00 | 147.54 | |
Fiat Chrysler Auto | 0.0 | $7.0k | 500.00 | 14.00 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $4.0k | 31.00 | 129.03 | |
Liberty Broadband Corporation (LBRDA) | 0.0 | $1.0k | 10.00 | 100.00 | |
Vivint Solar | 0.0 | $15k | 2.0k | 7.50 | |
Equinix (EQIX) | 0.0 | $3.0k | 5.00 | 600.00 | |
Allergan | 0.0 | $0 | 1.00 | 0.00 | |
Monster Beverage Corp (MNST) | 0.0 | $7.0k | 108.00 | 64.81 | |
Kraft Heinz (KHC) | 0.0 | $7.0k | 220.00 | 31.82 | |
Edgewell Pers Care (EPC) | 0.0 | $1.0k | 32.00 | 31.25 | |
Westrock (WRK) | 0.0 | $4.0k | 104.00 | 38.46 | |
Paypal Holdings (PYPL) | 0.0 | $12k | 111.00 | 108.11 | |
Live Oak Bancshares (LOB) | 0.0 | $10k | 500.00 | 20.00 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $8.0k | 135.00 | 59.26 | |
Crestwood Equity Partners master ltd part | 0.0 | $3.0k | 87.00 | 34.48 | |
Global X Fds global x uranium (URA) | 0.0 | $2.0k | 200.00 | 10.00 | |
Willis Towers Watson (WTW) | 0.0 | $8.0k | 40.00 | 200.00 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $12k | 233.00 | 51.50 | |
Liberty Media Corp Series C Li | 0.0 | $1.0k | 20.00 | 50.00 | |
Liberty Media Corp Del Com Ser | 0.0 | $0 | 10.00 | 0.00 | |
Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $0 | 4.00 | 0.00 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $2.0k | 40.00 | 50.00 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $0 | 14.00 | 0.00 | |
Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $7.0k | 141.00 | 49.65 | |
Itt (ITT) | 0.0 | $15k | 200.00 | 75.00 | |
California Res Corp | 0.0 | $0 | 19.00 | 0.00 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $4.0k | 8.00 | 500.00 | |
Vaneck Vectors Etf Tr africa index etf (AFK) | 0.0 | $2.0k | 121.00 | 16.53 | |
Ihs Markit | 0.0 | $5.0k | 64.00 | 78.12 | |
Document Sec Sys | 0.0 | $0 | 3.00 | 0.00 | |
Adient (ADNT) | 0.0 | $1.0k | 50.00 | 20.00 | |
Yum China Holdings (YUMC) | 0.0 | $3.0k | 64.00 | 46.88 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.0 | $0 | 27.00 | 0.00 | |
Mannkind (MNKD) | 0.0 | $0 | 174.00 | 0.00 | |
Dxc Technology (DXC) | 0.0 | $3.0k | 79.00 | 37.97 | |
Frontier Communication | 0.0 | $0 | 22.00 | 0.00 | |
Knight Swift Transn Hldgs (KNX) | 0.0 | $7.0k | 187.00 | 37.43 | |
Booking Holdings (BKNG) | 0.0 | $6.0k | 3.00 | 2000.00 | |
Perspecta | 0.0 | $999.920000 | 29.00 | 34.48 | |
Invesco Exchange Traded Fd T wilderhil clan (PBW) | 0.0 | $5.0k | 160.00 | 31.25 | |
Retail Value Inc reit | 0.0 | $0 | 12.00 | 0.00 | |
Garrett Motion (GTX) | 0.0 | $1.0k | 80.00 | 12.50 | |
Site Centers Corp (SITC) | 0.0 | $2.0k | 125.00 | 16.00 | |
Linde | 0.0 | $7.0k | 35.00 | 200.00 | |
Resideo Technologies (REZI) | 0.0 | $999.900000 | 66.00 | 15.15 | |
Steris Plc Ord equities (STE) | 0.0 | $3.0k | 19.00 | 157.89 | |
Micro Focus International | 0.0 | $0 | 35.00 | 0.00 | |
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) | 0.0 | $12k | 106.00 | 113.21 | |
Alcon (ALC) | 0.0 | $1.0k | 20.00 | 50.00 | |
Uber Technologies (UBER) | 0.0 | $0 | 10.00 | 0.00 | |
Iaa | 0.0 | $3.0k | 68.00 | 44.12 | |
Datadog Inc Cl A (DDOG) | 0.0 | $999.920000 | 29.00 | 34.48 | |
Cerence (CRNC) | 0.0 | $1.0k | 25.00 | 40.00 | |
Truist Financial Corp equities (TFC) | 0.0 | $4.0k | 71.00 | 56.34 | |
Rts/bristol-myers Squibb Compa | 0.0 | $0 | 54.00 | 0.00 | |
Transenterix | 0.0 | $0 | 16.00 | 0.00 |