55i

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

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Positions held by 55I, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for 55i

Companies in the 55i portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Awr Msci Usa (ESGU) 11.2 $150M +84% 1.7M 86.03
Ishares Tr Core S&p500 Etf (IVV) 7.0 $94M +15% 251k 375.39
Ishares Tr Eafe Grwth Etf (EFG) 4.8 $64M 635k 100.91
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $62M +450% 1.4M 43.96
Ishares Tr Us Treas Bd Etf (GOVT) 4.0 $54M 2.0M 27.24
Ishares Tr Iboxx Inv Cp Etf (LQD) 3.1 $41M -12% 299k 138.13
Ishares Tr Msci Usa Value (VLUE) 2.9 $39M +20% 449k 86.91
Ishares Esg Awr Msci Em (ESGE) 2.9 $39M -9% 929k 41.98
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.7 $36M +65% 657k 55.17
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.4 $32M +47% 631k 51.39
Ishares Tr Mbs Etf (MBB) 2.2 $30M +1122% 269k 110.13
Wisdomtree Tr Em Ex St-owned (XSOE) 2.1 $28M +409% 710k 39.67
Ishares Tr U.s. Med Dvc Etf (IHI) 2.0 $27M +11% 83k 327.31
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.9 $26M +647% 790k 32.72

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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 1.9 $25M +29% 551k 45.44
Ishares Tr National Mun Etf (MUB) 1.8 $25M +23% 209k 117.20
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.6 $22M +13% 373k 58.22
Ishares Tr Msci Usa Min Vol (USMV) 1.6 $21M +23% 310k 67.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $21M +11% 583k 36.01
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.4 $19M +136% 504k 37.18
Ishares Tr Global Tech Etf (IXN) 1.4 $18M -24% 61k 300.05
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.3 $18M +93% 171k 104.51
Spdr Ser Tr Portfolio Ln Cor (SPLB) 1.3 $17M +132% 524k 33.10
Ishares Tr Core Msci Eafe (IEFA) 1.2 $16M -47% 224k 69.09
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $15M +8% 275k 55.29
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.1 $15M 425k 34.39
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 1.0 $14M +8% 253k 54.07
Select Sector Spdr Tr Technology (XLK) 0.9 $12M -8% 93k 130.02
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $11M 32k 353.80
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $11M -57% 120k 91.90
Ishares Tr Barclays 7 10 Yr (IEF) 0.8 $11M +256% 89k 119.95
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.8 $10M +25% 89k 117.08
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $8.8M +22% 287k 30.65
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.6 $8.3M +105% 267k 31.19
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.6 $8.2M +70% 291k 28.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $8.0M -79% 88k 90.95
Ishares Tr Msci Usa Sze Ft (SIZE) 0.6 $7.4M +90% 67k 111.18
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $7.3M -6% 65k 113.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $6.3M +20% 40k 157.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.4 $5.9M -27% 128k 46.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $5.9M -52% 16k 373.87
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.4 $5.7M -3% 135k 42.22
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.4 $5.2M -3% 72k 71.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $5.0M -14% 97k 51.67
Vanguard World Fds Health Car Etf (VHT) 0.4 $4.9M 22k 223.75
Apple (AAPL) 0.4 $4.8M -42% 36k 132.69
Select Sector Spdr Tr Communication (XLC) 0.3 $4.6M -7% 69k 67.47
Ishares Core Msci Emkt (IEMG) 0.3 $4.1M -14% 66k 62.04
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.3 $4.0M +16% 76k 52.49
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $4.0M -2% 30k 132.97
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $3.8M -2% 129k 29.48
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $3.8M +8% 81k 47.21
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.3 $3.6M -11% 78k 45.80
Vanguard World Fds Comm Srvc Etf (VOX) 0.3 $3.5M -4% 29k 120.20
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.3 $3.5M -5% 74k 47.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $3.4M -23% 102k 33.75
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $3.4M -6% 38k 88.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $3.3M -34% 29k 116.21
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.3M -39% 73k 45.13
Ishares Tr Short Treas Bd (SHV) 0.2 $3.1M -15% 28k 110.53
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.2 $3.1M NEW 60k 50.63
Vanguard World Fds Industrial Etf (VIS) 0.2 $3.0M -3% 17k 169.99
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $2.9M -7% 18k 160.77
Vanguard Index Fds Growth Etf (VUG) 0.2 $2.9M -42% 11k 253.32
Ishares Tr Msci Uk Etf New (EWU) 0.2 $2.9M +386% 98k 29.29
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $2.9M -10% 49k 57.74
Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $2.8M -3% 69k 40.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $2.8M -2% 31k 91.00
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $2.8M -6% 10k 275.18
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $2.6M NEW 33k 79.88
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $2.6M 39k 67.45
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.2 $2.6M -9% 57k 45.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.6M +24% 13k 194.61
Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.6M -55% 12k 211.88
Spdr Ser Tr Spdr Bloomberg (BIL) 0.2 $2.6M -5% 28k 91.52
Ishares U S Etf Tr Blackrock Short (MEAR) 0.2 $2.5M NEW 51k 50.23
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $2.5M +6% 41k 62.18
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $2.5M -23% 29k 87.31
Vanguard World Fds Financials Etf (VFH) 0.2 $2.5M -13% 34k 72.86
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $2.4M 28k 88.69
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $2.4M +157% 34k 71.54
JPMorgan Chase & Co. (JPM) 0.2 $2.4M -34% 19k 127.07
Ishares Tr Usd Inv Grde Etf (USIG) 0.2 $2.3M +49% 38k 61.96
Ishares Tr Esg Msci Leadr (SUSL) 0.2 $2.3M -81% 36k 64.95
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $2.2M -37% 51k 42.16
Ishares Gold Trust Ishares (IAU) 0.2 $2.1M +927% 118k 18.13
Ishares Tr Broad Usd High (USHY) 0.2 $2.1M +102% 50k 41.25
Microsoft Corporation (MSFT) 0.1 $1.9M -67% 8.5k 222.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.9M -12% 30k 61.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.9M -29% 37k 50.12
Amazon (AMZN) 0.1 $1.8M +4% 548.00 3257.30
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $1.8M +31% 63k 28.34
Mastercard Incorporated Cl A (MA) 0.1 $1.7M +690% 4.9k 356.86
Select Sector Spdr Tr Energy (XLE) 0.1 $1.7M +3% 44k 37.90
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $1.7M +7% 58k 28.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.6M +29% 7.1k 231.82
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $1.6M +233% 53k 30.80
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $1.5M +11% 39k 37.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.5M +18% 11k 128.39
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.1 $1.4M +23% 38k 37.91
Vanguard Index Fds Value Etf (VTV) 0.1 $1.4M -40% 12k 118.95
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.4M NEW 31k 44.82
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.4M -5% 8.0k 173.87
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.4M +5% 22k 62.68
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.3M NEW 43k 31.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.3M +53% 5.7k 229.87
Ishares Msci Pac Jp Etf (EPP) 0.1 $1.3M +14% 27k 47.87
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.3M -8% 18k 73.07
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $1.2M -29% 123k 10.15
Johnson & Johnson (JNJ) 0.1 $1.2M +18% 7.9k 157.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.2M +128% 5.1k 241.06
Vanguard World Fds Utilities Etf (VPU) 0.1 $1.2M -5% 8.9k 137.18
CSX Corporation (CSX) 0.1 $1.2M +8% 13k 90.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.2M -31% 12k 97.14
Spdr Ser Tr S&p Semicndctr (XSD) 0.1 $1.1M NEW 6.7k 170.75
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.1M -19% 3.6k 313.76
Visa Com Cl A (V) 0.1 $1.1M +78% 5.2k 218.68
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.1M +5% 20k 56.03
Ishares Msci Aust Etf (EWA) 0.1 $1.1M -29% 45k 23.94
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.1 $1.1M -4% 34k 31.93
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.1M -67% 9.3k 114.15
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.0M +17% 14k 76.40
Honeywell International (HON) 0.1 $1.0M NEW 4.8k 212.75
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.0M NEW 16k 63.21
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $985k -13% 14k 72.39
Vanguard World Fds Materials Etf (VAW) 0.1 $961k -3% 6.1k 157.03
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $957k -56% 16k 58.56
Ishares Tr U.s. Tech Etf (IYW) 0.1 $942k +2% 11k 85.10
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $940k +21% 14k 66.23
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $926k -89% 19k 50.18
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $921k -54% 8.5k 108.09
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $916k +49% 5.7k 161.35
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $895k +348% 8.9k 100.10
Alphabet Cap Stk Cl A (GOOGL) 0.1 $892k +16% 509.00 1752.46
American Water Works (AWK) 0.1 $883k 5.8k 153.41
Alphabet Cap Stk Cl C (GOOG) 0.1 $881k -28% 503.00 1751.49
3M Company (MMM) 0.1 $839k -7% 4.8k 174.86
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $834k -60% 6.5k 127.95
Facebook Cl A (FB) 0.1 $826k +183% 3.0k 273.24
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $810k -24% 32k 25.38
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $802k +74% 5.0k 159.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $802k +67% 21k 37.64
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $767k -31% 6.6k 115.95
Ishares Tr Russell 3000 Etf (IWV) 0.1 $756k 3.4k 223.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $753k +33% 4.2k 178.39
Ishares Tr Modert Alloc Etf (AOM) 0.1 $732k NEW 17k 43.20
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $732k 3.0k 245.80
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $724k +127% 20k 35.80
Ishares Tr S&p 100 Etf (OEF) 0.1 $699k +141% 4.1k 171.53
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $653k -12% 14k 48.39
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $633k 22k 29.27
Vanguard World Fds Energy Etf (VDE) 0.0 $613k NEW 12k 51.84
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $608k -7% 15k 40.09
Paypal Holdings (PYPL) 0.0 $593k NEW 2.5k 234.11
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $582k -38% 2.8k 206.68
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.0 $574k -80% 21k 26.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $571k -28% 6.6k 86.27
Etf Managers Tr Bluestar Israel (ITEQ) 0.0 $566k -6% 8.2k 68.73
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $565k -94% 3.8k 149.95
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $551k -90% 18k 31.39
Charter Communications Inc N Cl A (CHTR) 0.0 $547k -3% 827.00 661.43
Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $539k -9% 13k 40.61
Home Depot (HD) 0.0 $528k -35% 2.0k 265.73
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $520k 9.6k 54.44
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $511k 9.8k 51.96
Ishares Msci Emerg Mkt (EMGF) 0.0 $506k +25% 10k 49.11
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $489k -53% 4.1k 118.23
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $486k +16% 13k 36.58
Walt Disney Company (DIS) 0.0 $484k -30% 2.7k 181.27
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.0 $472k 6.6k 71.35
Textainer Group Holdings SHS (TGH) 0.0 $468k 24k 19.17
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.0 $463k -12% 10k 44.39
Ark Etf Tr Innovation Etf (ARKK) 0.0 $460k +41% 3.7k 124.36
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $455k NEW 7.9k 57.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $452k -85% 7.5k 60.30
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $451k -54% 4.1k 109.52
Bank of America Corporation (BAC) 0.0 $451k -24% 15k 30.31
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $450k NEW 3.2k 141.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $449k -72% 5.4k 82.86
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $416k -64% 4.5k 92.94
Ishares Msci Cda Etf (EWC) 0.0 $403k -58% 13k 30.86
Verizon Communications (VZ) 0.0 $398k -38% 6.8k 58.82
Danaher Corporation (DHR) 0.0 $394k +30% 1.8k 221.97
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 0.0 $375k +39% 14k 27.29
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) 0.0 $374k +58% 13k 28.32
Enterprise Products Partners (EPD) 0.0 $364k -39% 19k 19.60
UnitedHealth (UNH) 0.0 $364k -56% 1.0k 350.67
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $362k +19% 7.0k 51.54
Bank of New York Mellon Corporation (BK) 0.0 $361k NEW 8.5k 42.48
At&t (T) 0.0 $355k 12k 28.73
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $334k +16% 4.1k 82.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $334k -17% 3.9k 84.86
Edwards Lifesciences (EW) 0.0 $333k NEW 3.7k 91.16
Ishares Tr Msci Usa Sml Cp (SMLF) 0.0 $333k -39% 7.3k 45.73
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $331k NEW 4.1k 81.27
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $323k NEW 3.4k 95.56
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $321k -27% 7.6k 42.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $313k -51% 2.6k 118.97
Ishares Tr Msci Eafe Etf (EFA) 0.0 $311k -78% 4.3k 72.88
Accenture Plc Ireland Shs Class A (ACN) 0.0 $309k NEW 1.2k 261.42
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $301k -4% 5.6k 53.92
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $294k +28% 5.8k 50.60
Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $290k -23% 2.7k 109.10
Ishares Tr Esg Aware Msci (ESML) 0.0 $286k -67% 8.4k 34.15
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $285k -52% 1.3k 212.37
Ishares Tr Core Msci Total (IXUS) 0.0 $284k NEW 4.2k 67.27
Stamps Com New (STMP) 0.0 $281k NEW 1.4k 195.96
Procter & Gamble Company (PG) 0.0 $279k -51% 2.0k 139.36
Boeing Company (BA) 0.0 $275k -36% 1.3k 213.68
Ishares Tr Select Divid Etf (DVY) 0.0 $275k -43% 2.9k 96.15
Nextera Energy (NEE) 0.0 $271k +99% 3.5k 77.14
Fs Kkr Capital Corp. Ii (FSKR) 0.0 $268k +8% 16k 16.42
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $266k NEW 4.9k 54.29
Amgen (AMGN) 0.0 $264k -71% 1.2k 229.57
Timothy Plan Hig Dv Stk Etf (TPHD) 0.0 $260k -10% 10k 25.92
Tesla Motors (TSLA) 0.0 $255k NEW 361.00 706.37
Ishares Tr Core Intl Aggr (IAGG) 0.0 $252k -19% 4.5k 56.22
Servisfirst Bancshares (SFBS) 0.0 $249k 6.2k 40.27
PNC Financial Services (PNC) 0.0 $247k NEW 1.7k 148.97
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.0 $245k -22% 3.0k 82.27
Wal-Mart Stores (WMT) 0.0 $245k NEW 1.7k 144.37
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $244k +118% 3.1k 77.51
Costco Wholesale Corporation (COST) 0.0 $241k NEW 640.00 376.56
Vanguard Index Fds Small Cp Etf (VB) 0.0 $240k -73% 1.2k 194.96
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $236k NEW 3.2k 73.45
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $234k -2% 4.4k 53.77
Caterpillar (CAT) 0.0 $234k NEW 1.3k 182.24
Nike CL B (NKE) 0.0 $231k -59% 1.6k 141.46
Pacific Global Etf Tr Global Sr Ln Etf (FLRT) 0.0 $231k 4.7k 48.79
Ishares Tr U.s. Finls Etf (IYF) 0.0 $230k -89% 3.4k 66.76
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $226k -26% 3.8k 59.98
Aberdeen Std Silver Etf Tr Physcl Silvr Shs (SIVR) 0.0 $215k NEW 8.4k 25.55
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.0 $213k NEW 2.0k 104.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $211k -47% 2.4k 88.28
Abbott Laboratories (ABT) 0.0 $209k -9% 1.9k 109.60
McDonald's Corporation (MCD) 0.0 $204k -26% 952.00 214.29
Xl Fleet Corp Com Cl A 0.0 $203k NEW 8.6k 23.67
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $202k NEW 1.5k 131.85
Gray Television (GTN) 0.0 $196k 11k 17.93
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $186k NEW 12k 15.32
Infinera (INFN) 0.0 $126k NEW 12k 10.50
Bristol-myers Squibb Right 12/30/2030 (CELG.R) 0.0 $30k 86k 0.35

Past Filings by 55i

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