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55i

Latest statistics and disclosures from 55i's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ESGU, SPLG, EFV, EFG, and represent 36.59% of 55i's stock portfolio.
Added to shares of these 10 stocks: IVV (+$91M), IJR (+$55M), SPLG (+$43M), IVLU (+$42M), EEM (+$36M), IEV (+$31M), EFG (+$26M), QUAL (+$24M), SCHG (+$22M), USMV (+$22M).
Started 193 new stock positions in DFIV, Pioneer Natural Resources, ONEQ, IDXX, IYR, BIIB, CDNS, SLB, KEYS, SIVBQ.
Reduced shares in these 10 stocks: , HMEZX (-$67M), PBAIX (-$64M), IJS (-$44M), EFV (-$43M), MAILX (-$33M), JOHIX (-$25M), HDV (-$21M), , SCHF (-$17M).
Sold out of its positions in GQGIX, FDWGX, ARGFX, PBAIX, BGSIX, BMCIX, BlackRock Sustainable Advant, BlackRock Real Estate Securiti, BlackRock All Cap Energy Inst, SHSSX.
55i was a net buyer of stock by $216M.
55i has $3.6B in assets under management (AUM), dropping by 0.16%.
Central Index Key (CIK): 0001730242

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Portfolio Holdings for 55i

55i holds 580 positions in its portfolio as reported in the September 2022 quarterly 13F filing

55i has 580 total positions. Only the first 250 positions are shown.

Sign up to view all of the 55i Sept. 30, 2022 positions
Download the 55i September 2022 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares Core S&P 500 ETF Etf (IVV)	10.9	$389M	+30%	1.1M	358.65	View chart
iShares ESG Aware MSCI USA ETF Etf (ESGU)	10.1	$363M		4.6M	79.41	View chart
SPDR Portfolio S&P 500 ETF Etf (SPLG)	7.6	$274M	+18%	6.5M	41.99	View chart
iShares MSCI EAFE Value ETF Etf (EFV)	4.1	$146M	-22%	3.8M	38.53	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	3.9	$138M	+23%	1.9M	72.56	View chart
iShares MSCI USA Min Vol Facto Etf (USMV)	2.1	$76M	+40%	1.2M	66.10	View chart
Vanguard 500 Index Fund Etf (VOO)	2.0	$72M	+9%	218k	328.30	View chart
iShares S&P 100 ETF Etf (OEF)	1.8	$66M	-7%	403k	162.50	View chart
iShares Edge MSCI Intl Value F Etf (IVLU)	1.8	$65M	+176%	3.3M	19.75	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	1.8	$63M	+655%	725k	87.19	View chart
iShares Russell 1000 ETF Etf (IWB)	1.6	$57M	+49%	287k	197.33	View chart
iShares ESG MSCI USA Leaders E Etf (SUSL)	1.5	$55M		893k	61.76	View chart
iShares MSCI Emerg Mkts Min Vo Etf (EEMV)	1.5	$54M	+9%	1.1M	50.68	View chart
iShares MSCI USA Quality Facto Etf (QUAL)	1.3	$47M	+107%	453k	103.94	View chart
Invesco S&P Emerging Markets L Etf (EELV)	1.3	$46M	+16%	2.2M	20.99	View chart
iShares Europe ETF Etf (IEV)	1.2	$43M	+247%	1.1M	37.76	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	1.2	$43M	+77%	815k	52.67	View chart
iShares MSCI Emerging Markets Etf (EEM)	1.1	$40M	+749%	1.2M	34.88	View chart
Vanguard Total Stock Market In Etf (VTI)	1.0	$34M	+46%	191k	179.47	View chart
Schwab US Large-Cap Growth ETF Etf (SCHG)	1.0	$34M	+191%	610k	55.81	View chart
iShares Core High Dividend ETF Etf (HDV)	0.9	$33M	-39%	360k	91.29	View chart
Apple (AAPL)	0.9	$33M	+189%	235k	138.20	View chart
iShares Core MSCI Emerging Mar Etf (IEMG)	0.8	$30M	+100%	699k	42.98	View chart
iShares Core S&P Total US Stoc Etf (ITOT)	0.8	$30M	+60%	375k	79.54	View chart
iShares MSCI USA Value Factor Etf (VLUE)	0.8	$29M	-6%	356k	81.86	View chart
Microsoft Corporation (MSFT)	0.8	$28M	+157%	119k	232.90	View chart
JPMorgan BetaBuilders US Equit Etf (BBUS)	0.8	$27M	-6%	423k	64.34	View chart
Health Care Select Sector SPDR Etf (XLV)	0.6	$23M	+7%	188k	121.11	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.6	$22M	+52%	378k	57.85	View chart
iShares Russell 1000 Growth ET Etf (IWF)	0.6	$21M	+54%	102k	210.40	View chart
Technology Select Sector SPDR Etf (XLK)	0.6	$21M	+14%	176k	118.78	View chart
iShares ESG Aware MSCI EM ETF Etf (ESGE)	0.6	$20M	-6%	731k	27.67	View chart
iShares US Infrastructure ETF Etf (IFRA)	0.5	$19M	-34%	588k	32.24	View chart
Schwab US Large-Cap ETF Etf (SCHX)	0.5	$18M	+7%	420k	42.35	View chart
iShares MSCI USA Momentum Fact Etf (MTUM)	0.5	$18M	+66%	135k	131.17	View chart
iShares S&P 500 Value ETF Etf (IVE)	0.5	$18M	+45%	137k	128.52	View chart
Vanguard Information Technolog Etf (VGT)	0.5	$17M	+5%	56k	307.37	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.5	$17M	+35%	47k	357.19	View chart
SPDR Portfolio Developed Wld e Etf (SPDW)	0.5	$17M	+45%	649k	25.80	View chart
Schwab US Large-Cap Value ETF Etf (SCHV)	0.5	$16M	+181%	280k	58.51	View chart
JPMorgan BetaBuilders Intl Eq Etf (BBIN)	0.4	$16M	+18%	378k	42.31	View chart
Amazon (AMZN)	0.4	$14M	+255%	123k	113.00	View chart
iShares US Healthcare ETF Etf (IYH)	0.4	$14M	+108%	54k	253.00	View chart
iShares Russell Top 200 Value Etf (IWX)	0.4	$13M	NEW	231k	57.71	View chart
iShares S&P Small-Cap 600 Grow Etf (IJT)	0.4	$13M	+364%	130k	101.67	View chart
iShares US Energy ETF Etf (IYE)	0.4	$13M	-35%	327k	39.31	View chart
Vanguard Value Index Fund Etf (VTV)	0.3	$12M	+93%	96k	123.48	View chart
iShares Core Dividend Growth E Etf (DGRO)	0.3	$12M	+110%	266k	44.47	View chart
SPDR Portfolio S&P 500 Growth Etf (SPYG)	0.3	$11M	-55%	223k	50.10	View chart
iShares MSCI KLD 400 Social ET Etf (DSI)	0.3	$11M	-8%	164k	66.97	View chart
iShares ESG Advanced MSCI USA Etf (USXF)	0.3	$11M	-3%	381k	28.02	View chart
Vanguard Growth Index Fund Etf (VUG)	0.3	$9.8M	+18%	46k	213.95	View chart
Vanguard Small Cap Index Fund Etf (VB)	0.3	$9.5M	+42%	56k	170.92	View chart
Energy Select Sector SPDR Fund Etf (XLE)	0.3	$9.4M	-60%	131k	72.01	View chart
Avantis U.S. Equity ETF Etf (AVUS)	0.3	$9.3M	+9%	150k	62.35	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.3	$9.2M	+321%	164k	56.01	View chart
Consumer Discret Sel Sect SPDR Etf (XLY)	0.3	$9.0M	-4%	63k	142.44	View chart
iShares ESG MSCI EM Leaders ET Etf (LDEM)	0.2	$8.9M	+47%	218k	40.75	View chart
Alphabet Inc Class A cs (GOOGL)	0.2	$8.8M	+6414%	93k	95.65	View chart
UnitedHealth (UNH)	0.2	$8.8M	+224%	18k	505.04	View chart
iShares Core MSCI Total Intl S Etf (IXUS)	0.2	$8.8M	+51%	173k	50.92	View chart
iShares Currency Hedged MSCI E Etf (HEZU)	0.2	$8.7M		300k	28.86	View chart
Berkshire Hathaway (BRK.B)	0.2	$8.4M	+185%	32k	267.01	View chart
Vanguard Health Care Index Fun Etf (VHT)	0.2	$8.0M	+11%	36k	223.68	View chart
Financial Select Sector SPDR F Etf (XLF)	0.2	$8.0M	-7%	264k	30.36	View chart
Blackrock U.S. Carbon Transiti Etf (LCTU)	0.2	$8.0M	+89%	199k	39.87	View chart
Vanguard Dividend Appreciation Etf (VIG)	0.2	$7.8M	+131%	58k	135.15	View chart
Alphabet Inc Class C cs (GOOG)	0.2	$7.8M	+5366%	81k	96.15	View chart
iShares MSCI EAFE Small-Cap ET Etf (SCZ)	0.2	$7.8M	+1094%	160k	48.78	View chart
Industrial Select Sector SPDR Etf (XLI)	0.2	$7.7M	+39%	93k	82.84	View chart
Tesla Motors (TSLA)	0.2	$7.5M	+994%	28k	265.25	View chart
Fidelity MSCI Information Tech Etf (FTEC)	0.2	$7.5M	-27%	82k	90.94	View chart
iShares ESG Aware MSCI USA Sma Etf (ESML)	0.2	$7.4M	+11%	242k	30.67	View chart
Vanguard Real Estate Index Fun Etf (VNQ)	0.2	$7.2M	+748%	90k	80.17	View chart
Imgp Dbi Managed Futures Strat Etf (DBMF)	0.2	$7.2M	NEW	211k	33.94	View chart
Johnson & Johnson (JNJ)	0.2	$7.2M	+132%	44k	163.37	View chart
iShares ESG Advanced MSCI EAFE Etf (DMXF)	0.2	$7.1M	+24%	153k	46.58	View chart
SPDR Portfolio S&P 500 Value E Etf (SPYV)	0.2	$7.1M	-66%	205k	34.49	View chart
T Rowe Price Dividend Growth E Etf (TDVG)	0.2	$6.9M	+1433%	244k	28.47	View chart
JPMorgan Equity Premium Income Etf (JEPI)	0.2	$6.8M	+44%	133k	51.23	View chart
iShares ESG Aware MSCI EAFE ET Etf (ESGD)	0.2	$6.7M	+3%	119k	56.13	View chart
Vanguard FTSE All-World ex-US Etf (VEU)	0.2	$6.7M	+13%	151k	44.36	View chart
Vanguard Developed Markets Ind Etf (VEA)	0.2	$6.5M	-6%	178k	36.36	View chart
iShares US Technology ETF Etf (IYW)	0.2	$6.2M	-47%	85k	73.37	View chart
iShares Global Healthcare ETF Etf (IXJ)	0.2	$6.2M	NEW	82k	75.35	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.2	$6.1M	+136%	197k	30.76	View chart
SPDR Portfolio S&P 600 Sm Cap Etf (SPSM)	0.2	$6.1M	+345%	178k	34.06	View chart
Schwab US Small-Cap ETF Etf (SCHA)	0.2	$6.0M	+122%	159k	37.81	View chart
SPDR Port S&P 1500 Comps Stk M Etf (SPTM)	0.2	$6.0M	-9%	136k	44.11	View chart
Communication Services Sel Sec Etf (XLC)	0.2	$6.0M	-15%	125k	47.89	View chart
Dimensional US Equity ETF Etf (DFUS)	0.2	$5.8M	+38%	151k	38.82	View chart
ProShares S&P 500 Dividend Ari Etf (NOBL)	0.2	$5.8M	+12%	72k	79.96	View chart
iShares Select Dividend ETF Etf (DVY)	0.2	$5.7M	+48%	53k	107.23	View chart
SPDR Portfolio Emerging Market Etf (SPEM)	0.2	$5.6M	+46%	179k	31.04	View chart
Consumer Staples Select Sector Etf (XLP)	0.2	$5.4M	+88%	81k	66.72	View chart
Fidelity MSCI Financials ETF Etf (FNCL)	0.2	$5.4M	-7%	126k	43.08	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.1	$5.3M	+172%	39k	136.00	View chart
iShares Russell Top 200 ETF Etf (IWL)	0.1	$5.3M	+44%	62k	84.91	View chart
Fidelity Blue Chip Growth ETF Etf (FBCG)	0.1	$5.3M	+4%	245k	21.45	View chart
iShares Global Tech ETF Etf (IXN)	0.1	$5.2M	-50%	124k	42.18	View chart
Vanguard Industrials Index Fun Etf (VIS)	0.1	$5.1M	-9%	32k	157.56	View chart
iShares MSCI USA ESG Select ET Etf (SUSA)	0.1	$5.0M	+128%	66k	75.90	View chart
JPMorgan US Value Factor ETF Etf (JVAL)	0.1	$4.9M	-11%	164k	29.78	View chart
Vanguard Pacific Stock Index F Etf (VPL)	0.1	$4.8M	+186%	84k	57.44	View chart
Pepsi (PEP)	0.1	$4.8M	+185%	29k	163.28	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.1	$4.7M	+2%	21k	219.27	View chart
Vanguard International Hi Div Etf (VYMI)	0.1	$4.6M	-5%	88k	52.03	View chart
Invesco QQQ Trust Etf (QQQ)	0.1	$4.6M		17k	267.28	View chart
Exxon Mobil Corporation (XOM)	0.1	$4.5M	+186%	52k	87.30	View chart
Eli Lilly & Co. (LLY)	0.1	$4.3M	+177%	13k	323.30	View chart
iShares Expanded Tech Sector E Etf (IGM)	0.1	$4.3M	+55%	16k	276.40	View chart
Abbvie (ABBV)	0.1	$4.2M	+205%	32k	134.21	View chart
Procter & Gamble Company (PG)	0.1	$4.2M	+112%	34k	126.23	View chart
iShares Global Infrastructure Etf (IGF)	0.1	$4.2M	NEW	100k	41.83	View chart
Vanguard Consumer Discretionar Etf (VCR)	0.1	$4.2M		18k	235.07	View chart
Vanguard Russell 1000 Value In Etf (VONV)	0.1	$4.1M	+1083%	69k	59.70	View chart
Vanguard Emerging Markets Stoc Etf (VWO)	0.1	$4.0M	-31%	109k	36.49	View chart
SPDR S&P 600 Small Cap ETF Etf	0.1	$3.9M	+780%	52k	75.69	View chart
iShares MSCI USA Small-Cap Mlt Etf (SMLF)	0.1	$3.9M	+72%	86k	44.76	View chart
Visa (V)	0.1	$3.8M	+85%	21k	177.64	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.1	$3.8M	+23%	47k	80.19	View chart
Vanguard Mid-Cap Growth Index Etf (VOT)	0.1	$3.7M	+754%	22k	170.57	View chart
iShares US Medical Devices ETF Etf (IHI)	0.1	$3.7M	-47%	79k	47.18	View chart
iShares Russell 2000 ETF Etf (IWM)	0.1	$3.7M	+141%	22k	164.93	View chart
Vanguard High Dividend Yield I Etf (VYM)	0.1	$3.7M	+7%	39k	94.87	View chart
iShares MSCI Intl Quality Fact Etf (IQLT)	0.1	$3.6M	+1461%	131k	27.77	View chart
JPMorgan Emerging Markets Equi Etf (JEMA)	0.1	$3.6M	-16%	114k	31.86	View chart
Chevron Corporation (CVX)	0.1	$3.5M	+175%	24k	143.67	View chart
Bank of America Corporation (BAC)	0.1	$3.4M	+252%	113k	30.20	View chart
Facebook Inc cl a (META)	0.1	$3.4M	+274%	25k	135.68	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.4M	+181%	6.6k	507.17	View chart
Goldman Sachs ActiveBeta US Lg Etf (GSLC)	0.1	$3.3M	+29%	47k	71.02	View chart
Fidelity MSCI Consumer Discret Etf (FDIS)	0.1	$3.3M	-15%	54k	60.86	View chart
Goldman Sachs MarketBeta Intl Etf (GSID)	0.1	$3.3M	+19%	82k	40.13	View chart
Home Depot (HD)	0.1	$3.3M	+94%	12k	275.99	View chart
MasterCard Incorporated (MA)	0.1	$3.2M	+148%	11k	284.29	View chart
Utilities Select Sector SPDR F Etf (XLU)	0.1	$3.2M	+130%	49k	65.51	View chart
Vanguard Small Cap Value Index Etf (VBR)	0.1	$3.2M	+65%	22k	143.42	View chart
Schwab International Equity ET Etf (SCHF)	0.1	$3.2M	-84%	113k	28.13	View chart
Vanguard Communication Service Etf (VOX)	0.1	$3.1M	-8%	38k	82.38	View chart
Vanguard Consumer Staples Fund Etf (VDC)	0.1	$3.1M	-6%	18k	171.79	View chart
iShares Core S&P US Value ETF Etf (IUSV)	0.1	$3.0M	+11%	48k	62.62	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.1	$3.0M		71k	41.99	View chart
Fidelity MSCI Consumer Staples Etf (FSTA)	0.1	$2.9M		73k	40.16	View chart
Costco Wholesale Corporation (COST)	0.1	$2.9M	+155%	6.2k	472.31	View chart
Pfizer (PFE)	0.1	$2.9M	+172%	66k	43.76	View chart
Merck & Co (MRK)	0.1	$2.9M	+229%	34k	86.13	View chart
Wal-Mart Stores (WMT)	0.1	$2.9M	+128%	22k	129.70	View chart
Invesco FTSE RAFI US 1000 ETF Etf (PRF)	0.1	$2.9M	+41%	21k	138.73	View chart
iShares MSCI ACWI ex US ETF Etf (ACWX)	0.1	$2.9M	+141%	72k	40.00	View chart
Vanguard Large Cap Index Fund Etf (VV)	0.1	$2.8M	+168%	17k	163.59	View chart
Global X MLP ETF Etf (MLPA)	0.1	$2.8M	+89%	72k	39.44	View chart
Invesco S&P 500 Top 50 ETF Etf (XLG)	0.1	$2.8M	+351%	11k	269.13	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M	+295%	18k	154.77	View chart
Nextera Energy (NEE)	0.1	$2.8M	+221%	36k	78.42	View chart
Vanguard Financials Index Fund Etf (VFH)	0.1	$2.8M	-28%	38k	74.45	View chart
Coca-Cola Company (KO)	0.1	$2.8M	+190%	50k	56.02	View chart
Fidelity MSCI Industrials ETF Etf (FIDU)	0.1	$2.8M	-7%	64k	43.68	View chart
Bristol Myers Squibb (BMY)	0.1	$2.7M	+187%	39k	71.09	View chart
Xtrackers MSCI Japan Hedged Eq Etf (DBJP)	0.1	$2.7M	-2%	58k	47.06	View chart
Wells Fargo & Company (WFC)	0.1	$2.7M	+509%	67k	40.22	View chart
McDonald's Corporation (MCD)	0.1	$2.6M	+183%	11k	230.78	View chart
NVIDIA Corporation (NVDA)	0.1	$2.6M	+163%	21k	121.40	View chart
Fidelity MSCI Health Care ETF Etf (FHLC)	0.1	$2.6M	-9%	45k	57.65	View chart
Lowe's Companies (LOW)	0.1	$2.6M	+249%	14k	187.82	View chart
Walt Disney Company (DIS)	0.1	$2.6M	+197%	27k	94.36	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.1	$2.5M	+169%	41k	62.15	View chart
WisdomTree US Total Dividend F Etf (DTD)	0.1	$2.5M	+44%	46k	54.28	View chart
Danaher Corporation (DHR)	0.1	$2.4M	+123%	9.1k	258.25	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.3M	+79%	22k	104.47	View chart
IQ Hedge Multi-Strategy Tracke Etf (QAI)	0.1	$2.3M	+100%	84k	27.74	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.1	$2.3M	-39%	58k	39.54	View chart
JPMorgan Diversified Return US Etf (JPUS)	0.1	$2.3M	+26%	27k	85.49	View chart
Linde	0.1	$2.2M	+242%	8.3k	269.59	View chart
ConocoPhillips (COP)	0.1	$2.2M	+372%	22k	102.36	View chart
Abbott Laboratories (ABT)	0.1	$2.2M	+79%	23k	96.78	View chart
Schwab Emerging Markets Equity Etf (SCHE)	0.1	$2.1M	-74%	96k	22.39	View chart
Cisco Systems (CSCO)	0.1	$2.1M	+248%	53k	40.00	View chart
iShares S&P Small-Cap 600 Valu Etf (IJS)	0.1	$2.1M	-95%	26k	82.48	View chart
Fidelity MSCI Energy ETF Etf (FENY)	0.1	$2.0M		103k	19.86	View chart
JPMorgan US Quality Factor ETF Etf (JQUA)	0.1	$2.0M	+8%	58k	35.04	View chart
Vanguard Mid-Cap Index Fund Etf (VO)	0.1	$2.0M	+53%	11k	187.96	View chart
iShares Currency Hedged MSCI E Etf (HEFA)	0.1	$2.0M	-71%	68k	29.89	View chart
Broadcom (AVGO)	0.1	$2.0M	+137%	4.5k	443.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+143%	24k	81.89	View chart
Honeywell International (HON)	0.1	$2.0M	+149%	12k	166.98	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$2.0M	+51%	15k	128.97	View chart
Philip Morris International (PM)	0.1	$1.9M	+60%	23k	83.02	View chart
SPDR S&P MIDCAP 400 ETF Trust Etf (MDY)	0.1	$1.9M	+200%	4.8k	401.70	View chart
WisdomTree US Earnings 500 Fun Etf (EPS)	0.1	$1.9M	+35%	50k	38.40	View chart
CVS Caremark Corporation (CVS)	0.1	$1.9M	+355%	20k	95.37	View chart
Accenture (ACN)	0.1	$1.9M	+83%	7.3k	257.34	View chart
iShares MSCI China ETF Etf (MCHI)	0.1	$1.9M	+22%	44k	42.54	View chart
Morgan Stanley (MS)	0.1	$1.8M	+312%	23k	79.03	View chart
JPMorgan BetaBuilders US Mid C Etf (BBMC)	0.0	$1.8M	-11%	26k	67.78	View chart
iShares Russell 3000 ETF Etf (IWV)	0.0	$1.8M	-21%	8.6k	207.15	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.8M	+223%	25k	71.86	View chart
Materials Select Sector SPDR F Etf (XLB)	0.0	$1.7M	-19%	26k	68.01	View chart
Intuit (INTU)	0.0	$1.7M	+186%	4.5k	387.36	View chart
WisdomTree US LargeCap Dividen Etf (DLN)	0.0	$1.7M	+38%	31k	55.28	View chart
iShares Russell Mid-Cap Growth Etf (IWP)	0.0	$1.7M	+28%	22k	78.45	View chart
Deere & Company (DE)	0.0	$1.7M	+238%	5.0k	333.87	View chart
Verizon Communications (VZ)	0.0	$1.6M	+139%	42k	37.99	View chart
Fidelity MSCI Real Estate ETF Etf (FREL)	0.0	$1.6M	+92%	67k	23.93	View chart
Fidelity MSCI Communication Se Etf (FCOM)	0.0	$1.6M	-4%	50k	31.29	View chart
Vanguard Mid-Cap Value Index F Etf (VOE)	0.0	$1.5M	+62%	13k	121.83	View chart
Vanguard Energy Index Fund Etf (VDE)	0.0	$1.5M		15k	101.59	View chart
United Bankshares (UBSI)	0.0	$1.5M		42k	35.76	View chart
iShares MSCI USA Multifactor E Etf (LRGF)	0.0	$1.5M	+105%	42k	36.23	View chart
Netflix (NFLX)	0.0	$1.5M	+230%	6.4k	235.47	View chart
iShares MSCI Canada ETF Etf (EWC)	0.0	$1.5M	+103%	49k	30.76	View chart
Vanguard Total Intl Stock Idx Etf (VXUS)	0.0	$1.5M	-50%	32k	45.76	View chart
Starbucks Corporation (SBUX)	0.0	$1.5M	+222%	18k	84.27	View chart
iShares International Dividend Etf (IGRO)	0.0	$1.5M	+646%	29k	50.66	View chart
Metropcs Communications (TMUS)	0.0	$1.4M	+286%	11k	134.22	View chart
iShares MSCI United Kingdom ET Etf (EWU)	0.0	$1.4M	-35%	55k	26.20	View chart
Vanguard Mega Cap Index Fund Etf (MGC)	0.0	$1.4M	NEW	11k	124.83	View chart
Automatic Data Processing (ADP)	0.0	$1.3M	+89%	5.9k	226.16	View chart
JPMorgan BetaBuilders Europe E Etf (BBEU)	0.0	$1.3M	+8%	33k	40.32	View chart
Zoetis Inc Cl A (ZTS)	0.0	$1.3M	+58%	8.8k	148.26	View chart
Mondelez Int (MDLZ)	0.0	$1.3M	+96%	24k	54.81	View chart
salesforce (CRM)	0.0	$1.3M	+169%	9.0k	143.91	View chart
WisdomTree EmMkts ex-Stt-Ownd Etf (XSOE)	0.0	$1.3M	+19%	52k	24.60	View chart
Paypal Holdings (PYPL)	0.0	$1.3M	+266%	15k	86.11	View chart
Intuitive Surgical (ISRG)	0.0	$1.3M	+377%	6.7k	187.44	View chart
Union Pacific Corporation (UNP)	0.0	$1.3M	+119%	6.5k	194.93	View chart
WisdomTree International Equit Etf (DWM)	0.0	$1.3M	+51%	31k	40.15	View chart
Analog Devices (ADI)	0.0	$1.3M	+323%	9.0k	139.36	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$1.2M	NEW	1.8k	688.85	View chart
Global Payments (GPN)	0.0	$1.2M	+12%	12k	108.06	View chart
Progressive Corporation (PGR)	0.0	$1.2M	+298%	10k	116.17	View chart
Qualcomm (QCOM)	0.0	$1.2M	+144%	11k	113.03	View chart
Chubb (CB)	0.0	$1.2M	+152%	6.6k	181.98	View chart
iShares Russell 2500 ETF Etf (SMMD)	0.0	$1.2M		24k	49.78	View chart
iShares Russell Mid-Cap Value Etf (IWS)	0.0	$1.2M	+55%	13k	96.10	View chart
Vanguard Materials Index Fund Etf (VAW)	0.0	$1.2M	-9%	8.1k	148.39	View chart
American Tower Corp Ret (AMT)	0.0	$1.2M	+186%	5.5k	214.73	View chart
Anthem (ELV)	0.0	$1.2M	+140%	2.6k	454.55	View chart
United Parcel Service (UPS)	0.0	$1.2M	+118%	7.2k	161.51	View chart
JPMorgan US Momentum Factor ET Etf (JMOM)	0.0	$1.2M	+54%	33k	35.18	View chart
Vanguard Mega Cap Growth Index Etf (MGK)	0.0	$1.1M	+41%	6.6k	174.31	View chart
American Water Works (AWK)	0.0	$1.1M	+35%	8.7k	130.13	View chart
Vanguard Utilities Index Fund Etf (VPU)	0.0	$1.1M	+2%	7.9k	142.24	View chart
American Express Company (AXP)	0.0	$1.1M	+269%	8.2k	134.88	View chart
Illinois Tool Works (ITW)	0.0	$1.1M	+283%	6.1k	180.68	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.1M	+251%	2.8k	386.22	View chart
TJX Companies (TJX)	0.0	$1.1M	+204%	18k	62.13	View chart
Nike (NKE)	0.0	$1.1M	+96%	13k	83.12	View chart
WisdomTree U.S. Multifactor Fu Etf (USMF)	0.0	$1.1M	+30%	31k	34.17	View chart
Fidelity MSCI Materials ETF Etf (FMAT)	0.0	$1.1M	+31%	28k	38.01	View chart

Past Filings by 55i

SEC 13F filings are viewable for 55i going back to 2019

55i 2022 Q3 filed Nov. 14, 2022
55i 2022 Q2 filed Aug. 12, 2022
55i 2022 Q1 filed May 11, 2022
55i 2021 Q4 filed Feb. 9, 2022
55i 2021 Q3 filed Nov. 9, 2021
55i 2021 Q2 filed Aug. 13, 2021
55i 2021 Q1 filed May 3, 2021
55i 2020 Q4 filed Feb. 16, 2021
55i 2020 Q3 filed Oct. 29, 2020
55i 2020 Q2 filed Aug. 13, 2020
55i 2020 Q1 filed May 1, 2020
55i 2019 Q4 filed Jan. 14, 2020
55i 2018 Q4 filed Jan. 10, 2020
55i 2019 Q1 filed Jan. 10, 2020
55i 2019 Q2 filed Jan. 10, 2020
55i 2019 Q3 filed Jan. 10, 2020

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