55i

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

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Portfolio Holdings for 55i

Companies in the 55i portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Esg Awr Msci Usa (ESGU) 9.2 $182M +14% 2.0M 90.87
Ishares Tr Eafe Value Etf (EFV) 5.0 $100M NEW 2.0M 50.97
Ishares Tr Core S&p500 Etf (IVV) 5.0 $99M 248k 397.82
Ishares Tr Us Treas Bd Etf (GOVT) 4.8 $96M +84% 3.7M 26.19
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.5 $89M +35% 1.9M 46.61
Ishares Tr Eafe Grwth Etf (EFG) 3.5 $70M +9% 695k 100.46
Ishares Tr Core Total Usd (IUSB) 2.8 $56M NEW 1.1M 52.75
Ishares Tr Msci Usa Value (VLUE) 2.7 $53M +15% 520k 102.46
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 2.0 $40M +44% 1.1M 34.74
Ishares Esg Awr Msci Em (ESGE) 2.0 $39M -2% 901k 43.31
Ishares Tr Faln Angls Usd (FALN) 1.9 $37M NEW 1.3M 29.24
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.8 $36M +9% 693k 51.31
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 1.7 $35M NEW 679k 50.98
Wisdomtree Tr Em Ex St-owned (XSOE) 1.6 $32M +10% 781k 40.69

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Spdr Ser Tr Portfli Intrmdit (SPTI) 1.5 $31M NEW 951k 32.08
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 1.5 $30M NEW 340k 89.40
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $26M +17% 683k 37.62
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.3 $25M -29% 462k 54.68
Fidelity Covington Trust Msci Info Tech I (FTEC) 1.3 $25M +39% 238k 105.86
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $25M +88% 226k 108.53
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.2 $24M +13% 426k 56.41
Ishares Tr National Mun Etf (MUB) 1.2 $24M 205k 116.05
Ishares Tr Global Tech Etf (IXN) 1.1 $22M +19% 73k 307.72
Ishares Tr U.s. Med Dvc Etf (IHI) 1.1 $22M -21% 66k 330.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $22M NEW 59k 364.31
Ishares Tr Msci Usa Mmentm (MTUM) 1.0 $20M +2097% 125k 160.86
Spdr Ser Tr Nuveen Brc Munic (TFI) 1.0 $19M +389% 372k 51.66
Ishares Tr Core Div Grwth (DGRO) 1.0 $19M +1154% 392k 48.27
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.9 $18M NEW 357k 51.36
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.9 $18M +11% 473k 37.90
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.9 $18M +15% 317k 56.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $17M NEW 174k 99.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $17M -56% 131k 130.05
Ishares Tr U.s. Energy Etf (IYE) 0.8 $17M NEW 639k 26.23
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.8 $15M +14% 288k 53.37
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $14M -34% 204k 69.19
Select Sector Spdr Tr Technology (XLK) 0.7 $14M +10% 103k 132.81
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $13M NEW 265k 50.76
Ishares Tr Barclays 7 10 Yr (IEF) 0.7 $13M +32% 118k 112.93
Select Sector Spdr Tr Energy (XLE) 0.7 $13M +506% 266k 49.06
Ishares Tr Core Msci Eafe (IEFA) 0.6 $13M -20% 178k 72.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $12M +2607% 147k 82.19
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.6 $12M +17% 105k 111.41
Ishares Tr Mbs Etf (MBB) 0.5 $11M -62% 100k 108.42
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $11M -5% 30k 358.49
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.5 $11M +15% 307k 34.24
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.5 $10M +14% 328k 31.78
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.5 $10M NEW 156k 66.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $9.4M +10% 98k 96.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $8.8M +41% 22k 396.35
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $8.4M +1680% 74k 113.83
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $8.3M +59% 155k 53.34
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.4 $8.2M -48% 271k 30.17
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.4 $7.9M NEW 155k 50.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $7.9M +4% 68k 116.75
Vanguard Index Fds Small Cp Etf (VB) 0.4 $7.6M +2799% 36k 214.08
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $6.5M +65% 133k 49.11
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $6.4M -3% 131k 48.95
Spdr Ser Tr Portfolio Short (SPSB) 0.3 $6.0M +985% 191k 31.31
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.3 $6.0M +101% 122k 49.03
Ishares Core Msci Emkt (IEMG) 0.3 $5.9M +38% 91k 64.36
Select Sector Spdr Tr Communication (XLC) 0.3 $5.8M +14% 79k 73.32
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.3 $5.5M 72k 76.34
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $5.4M -14% 110k 49.19
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $5.4M +484% 50k 107.82
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $5.2M +18% 152k 34.05
Vanguard World Fds Health Car Etf (VHT) 0.3 $5.0M 22k 228.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $4.9M +296% 20k 243.03
Apple (AAPL) 0.2 $4.9M +11% 40k 122.16
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $4.3M +15% 44k 98.45
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $4.1M +185% 123k 33.16
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.2 $4.0M +3% 76k 52.08
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $3.9M 30k 129.90
Ishares Tr Tips Bd Etf (TIP) 0.2 $3.9M NEW 31k 125.50
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $3.8M +24% 23k 168.09
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $3.7M +29% 94k 38.98
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $3.7M NEW 74k 49.57
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $3.6M NEW 55k 65.10
Vanguard World Fds Comm Srvc Etf (VOX) 0.2 $3.4M -10% 26k 130.03
Dbx Etf Tr Xtrack Msci Japn (DBJP) 0.2 $3.4M -12% 68k 49.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $3.3M -7% 95k 35.36
Ishares Tr Short Treas Bd (SHV) 0.2 $3.2M +3% 29k 110.52
Vanguard World Fds Industrial Etf (VIS) 0.2 $3.2M -2% 17k 189.26
Vanguard World Fds Financials Etf (VFH) 0.2 $3.2M +12% 38k 84.49
Ishares Tr Broad Usd High (USHY) 0.2 $3.2M +55% 78k 41.19
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.2 $3.1M +8% 62k 49.32
Ishares Tr Msci Uk Etf New (EWU) 0.2 $3.1M 98k 31.31
JPMorgan Chase & Co. (JPM) 0.2 $3.1M +6% 20k 152.24
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.1M +36% 70k 43.78
Vanguard World Fds Consum Dis Etf (VCR) 0.2 $3.0M +2% 10k 295.35
Fidelity Covington Trust Consmr Staples (FSTA) 0.2 $3.0M +4% 73k 41.59
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.0M 31k 96.72
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.0M +53% 57k 52.05
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $3.0M NEW 99k 29.92
Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.9M +203% 34k 87.71
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.9M -15% 24k 121.77
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $2.9M 49k 58.95
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.9M +13% 33k 87.20
Ishares Tr Agency Bond Etf (AGZ) 0.1 $2.9M NEW 24k 117.71
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $2.8M NEW 30k 93.97
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $2.8M +8% 36k 76.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $2.8M +4% 40k 68.32
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.7M -7% 11k 257.05
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $2.7M +20% 46k 59.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.7M +80% 10k 260.32
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $2.7M -4% 39k 68.89
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.6M +93% 34k 75.91
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $2.6M +4% 38k 69.28
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $2.6M -9% 30k 86.26
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $2.5M -86% 68k 36.24
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $2.4M -2% 27k 90.80
Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.4M -12% 11k 223.83
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $2.3M +38% 87k 26.95
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.3M -90% 51k 45.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.3M -16% 11k 206.68
Ishares Tr Esg Aware Msci (ESML) 0.1 $2.3M +612% 60k 38.54
Microsoft Corporation (MSFT) 0.1 $2.3M +13% 9.7k 235.76
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $2.2M +109% 34k 64.91
Ark Etf Tr Innovation Etf (ARKK) 0.1 $2.1M +384% 18k 119.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.1M +85% 6.7k 319.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $2.1M +407% 21k 100.76
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $2.0M -22% 22k 91.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.9M +7% 7.6k 255.46
Amazon (AMZN) 0.1 $1.9M +14% 625.00 3094.40
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $1.9M -64% 14k 135.45
Ishares Tr Select Divid Etf (DVY) 0.1 $1.9M +476% 17k 114.10
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 0.1 $1.9M NEW 63k 29.53
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $1.8M +19% 69k 26.77
Vanguard Index Fds Value Etf (VTV) 0.1 $1.8M +18% 14k 131.48
Mastercard Incorporated Cl A (MA) 0.1 $1.7M 4.9k 355.98
Fidelity Covington Trust Msci Energy Idx (FENY) 0.1 $1.7M +6% 131k 13.25
Ishares Msci Pac Jp Etf (EPP) 0.1 $1.7M +23% 34k 50.24
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.1 $1.7M NEW 27k 62.91
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $1.6M +47% 29k 53.94
Proshares Tr Russ 2000 Divd (SMDV) 0.1 $1.6M +202% 24k 65.44
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.5M -18% 25k 61.54
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.1 $1.5M +11% 42k 35.84
Johnson & Johnson (JNJ) 0.1 $1.5M +16% 9.2k 164.37
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.4M +34% 678.00 2069.32
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.4M -5% 11k 129.78
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.4M -2% 7.8k 178.25
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.4M +329% 18k 75.85
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $1.4M -11% 35k 39.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $1.4M +29% 657.00 2062.40
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.3M +14% 16k 82.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $1.3M -6% 20k 64.06
CSX Corporation (CSX) 0.1 $1.3M 13k 96.40
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $1.3M +10% 15k 85.87
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.3M +67% 5.0k 252.50
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $1.3M +16% 16k 78.79
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M NEW 5.7k 220.97
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.2M +26% 8.3k 141.20
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.2M -3% 9.0k 128.24
Visa Com Cl A (V) 0.1 $1.1M +3% 5.4k 211.73
Ishares Msci Aust Etf (EWA) 0.1 $1.1M 45k 24.78
Vanguard World Fds Utilities Etf (VPU) 0.1 $1.1M -10% 8.0k 140.49
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.1 $1.1M +3% 35k 31.79
Honeywell International (HON) 0.1 $1.1M +5% 5.1k 217.07
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $1.1M -87% 37k 29.69
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $1.1M +181% 21k 52.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.1M -4% 12k 93.04
Vanguard World Fds Materials Etf (VAW) 0.1 $1.1M 6.1k 172.95
Proshares Tr Msci Eafe Divd (EFAD) 0.1 $1.0M NEW 24k 43.49
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $1.0M +7% 18k 57.10
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $1.0M +41% 7.1k 140.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $973k +60% 11k 91.64
Ishares Tr Core Lt Usdb Etf (ILTB) 0.0 $949k NEW 14k 68.56
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $927k +5% 34k 27.50
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $918k +27% 8.4k 108.87
Facebook Cl A (FB) 0.0 $918k +3% 3.1k 294.42
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $900k +7% 23k 39.40
3M Company (MMM) 0.0 $896k -3% 4.7k 192.61
Ishares Tr Russell 3000 Etf (IWV) 0.0 $894k +11% 3.8k 237.32
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $890k NEW 34k 25.99
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $882k +3% 21k 42.26
Ishares Tr S&p 100 Etf (OEF) 0.0 $871k +18% 4.8k 179.81
American Water Works (AWK) 0.0 $865k 5.8k 149.86
Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $849k -89% 7.1k 120.10
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $834k -6% 8.3k 100.16
Ishares U S Etf Tr Blackrock Short (MEAR) 0.0 $826k -67% 16k 50.22
Vanguard World Fds Energy Etf (VDE) 0.0 $765k -4% 11k 67.99
Ishares Msci Cda Etf (EWC) 0.0 $732k +64% 22k 34.07
Home Depot (HD) 0.0 $717k +18% 2.3k 305.37
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.0 $705k -23% 14k 50.19
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $701k 22k 32.10
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $698k NEW 11k 61.13
Textainer Group Holdings SHS (TGH) 0.0 $678k -3% 24k 28.64
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $667k +6% 3.0k 221.45
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $658k +40% 4.5k 147.10
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $658k NEW 13k 51.79
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $655k -7% 13k 52.38
Bank of America Corporation (BAC) 0.0 $652k +13% 17k 38.66
Fidelity Covington Trust Msci Matls Index (FMAT) 0.0 $635k -5% 14k 44.22
Fidelity Covington Trust Msci Utils Index (FUTY) 0.0 $625k +13% 15k 41.50
Paypal Holdings (PYPL) 0.0 $624k 2.6k 242.80
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $614k -4% 3.6k 171.17
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $605k +15% 15k 39.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $576k NEW 8.6k 67.20
Abbott Laboratories (ABT) 0.0 $562k +145% 4.7k 119.88
Exxon Mobil Corporation (XOM) 0.0 $560k NEW 10k 55.82
Walt Disney Company (DIS) 0.0 $547k +11% 3.0k 184.55
Charter Communications Inc N Cl A (CHTR) 0.0 $528k +3% 855.00 617.54
Bank of New York Mellon Corporation (BK) 0.0 $523k +30% 11k 47.29
Ishares Msci Emerg Mkt (EMGF) 0.0 $522k -2% 10k 52.01
Invesco Exchange Traded Fd T Dynmc Phrmctls (PJP) 0.0 $522k 6.6k 78.91
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $520k -20% 7.8k 66.33
Etf Managers Tr Bluestar Israel (ITEQ) 0.0 $508k -5% 7.8k 65.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $491k +4% 7.8k 62.98
McDonald's Corporation (MCD) 0.0 $475k +122% 2.1k 224.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $471k NEW 4.7k 101.03
Tesla Motors (TSLA) 0.0 $462k +91% 691.00 668.60
Verizon Communications (VZ) 0.0 $455k +15% 7.8k 58.09
Danaher Corporation (DHR) 0.0 $445k +11% 2.0k 224.97
Wal-Mart Stores (WMT) 0.0 $438k +90% 3.2k 135.81
At&t (T) 0.0 $435k +16% 14k 30.25
PNC Financial Services (PNC) 0.0 $434k +49% 2.5k 175.35
Procter & Gamble Company (PG) 0.0 $433k +59% 3.2k 135.48
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $429k +31% 4.4k 96.49
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $425k NEW 3.9k 109.23
Cisco Systems (CSCO) 0.0 $421k NEW 8.1k 51.75
Abbvie (ABBV) 0.0 $416k NEW 3.8k 108.16
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $406k +82% 7.9k 51.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $404k NEW 7.4k 54.68
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $402k 4.5k 88.70
Innovator Etfs Tr S&P 500 PWR (PSEP) 0.0 $401k NEW 14k 28.72
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $393k +67% 5.4k 72.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $386k NEW 1.00 386000.00
Invesco Currencyshares Cdn D CDN DLR SHS (FXC) 0.0 $383k NEW 4.9k 78.20
Servisfirst Bancshares (SFBS) 0.0 $379k 6.2k 61.29
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $372k -36% 6.1k 61.31
Ishares Tr Core Msci Total (IXUS) 0.0 $370k +24% 5.3k 70.24
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $369k +4% 2.7k 134.72
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $367k NEW 8.0k 45.81
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $360k +12% 6.3k 57.26
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $357k 4.1k 87.89
Target Corporation (TGT) 0.0 $354k NEW 1.8k 198.21
Chevron Corporation (CVX) 0.0 $352k NEW 3.4k 104.70
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $351k NEW 738.00 475.61
Spdr Gold Tr Gold Shs (GLD) 0.0 $346k -48% 2.2k 160.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $346k -4% 3.8k 91.95
Accenture Plc Ireland Shs Class A (ACN) 0.0 $341k +4% 1.2k 275.89
Costco Wholesale Corporation (COST) 0.0 $341k +51% 968.00 352.27
Boeing Company (BA) 0.0 $340k +3% 1.3k 254.30
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $338k NEW 23k 15.01
Lowe's Companies (LOW) 0.0 $338k NEW 1.8k 190.10
Enterprise Products Partners (EPD) 0.0 $330k -19% 15k 21.99
Pepsi (PEP) 0.0 $329k NEW 2.3k 141.38
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $325k +33% 2.0k 159.47
Goldman Sachs Etf Tr Access Invt Gr (GIGB) 0.0 $320k NEW 6.0k 53.40
Fs Kkr Capital Corp. Ii 0.0 $319k 16k 19.54
J P Morgan Exchange-traded F Betabuildrs Us (BBUS) 0.0 $319k NEW 4.4k 72.91
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $319k NEW 9.8k 32.55
Caterpillar (CAT) 0.0 $316k +6% 1.4k 231.67
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $313k -4% 7.2k 43.34
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $308k NEW 3.0k 101.95
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $308k NEW 4.9k 62.92
Edwards Lifesciences (EW) 0.0 $306k 3.7k 83.77
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.0 $305k NEW 7.7k 39.78
Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $304k +5% 2.8k 108.73
UnitedHealth (UNH) 0.0 $302k -21% 811.00 372.38
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $294k NEW 13k 22.59
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $293k 1.4k 214.34
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.0 $287k -2% 5.7k 50.45
Stamps Com New (STMP) 0.0 $286k 1.4k 199.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $285k -81% 9.6k 29.69
Clorox Company (CLX) 0.0 $285k NEW 1.5k 193.22
Nextera Energy (NEE) 0.0 $282k +6% 3.7k 75.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $280k NEW 4.5k 62.64
Automatic Data Processing (ADP) 0.0 $273k NEW 1.5k 188.28
Spdr Ser Tr Wells Fg Pfd Etf (PSK) 0.0 $254k -43% 5.8k 43.49
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $253k -29% 5.0k 50.99
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) 0.0 $253k NEW 6.9k 36.62
Ishares Tr Conv Bd Etf (ICVT) 0.0 $248k NEW 2.5k 98.30
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $244k -2% 3.1k 79.69
Comcast Corp Cl A (CMCSA) 0.0 $244k NEW 4.5k 54.19
Ishares Tr Core Intl Aggr (IAGG) 0.0 $238k -3% 4.3k 54.81
Steris Shs Usd (STE) 0.0 $238k NEW 1.2k 190.71
BlackRock (BLK) 0.0 $237k NEW 314.00 754.78
Vanguard World Mega Grwth Ind (MGK) 0.0 $234k NEW 1.1k 206.90
Ishares Tr Nasdaq Biotech (IBB) 0.0 $233k NEW 1.5k 150.52
Endra Life Sciences (NDRA) 0.0 $231k NEW 89k 2.60
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $231k NEW 6.3k 36.49
Ishares Tr Ibonds Dec2023 (IBML) 0.0 $231k NEW 8.8k 26.12
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $229k NEW 3.7k 62.09
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.0 $227k 2.0k 111.27
Ishares Tr Ibonds Dec (IBMM) 0.0 $223k NEW 8.3k 26.96
Pfizer (PFE) 0.0 $218k NEW 6.0k 36.19
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $216k NEW 718.00 300.84
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $210k NEW 2.2k 95.28
Timothy Plan Hig Dv Stk Etf (TPHD) 0.0 $208k -28% 7.2k 28.98
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 0.0 $208k -10% 2.7k 77.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $206k NEW 1.4k 151.25
S&p Global (SPGI) 0.0 $201k NEW 570.00 352.63
Gray Television (GTN) 0.0 $201k 11k 18.37
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $199k +5% 13k 15.47
Ishares Gold Tr Ishares 0.0 $163k -91% 10k 16.28
Infinera (INFN) 0.0 $116k 12k 9.67
Tilray Note 5.000%10/0 (Principal) 0.0 $37k NEW 40k 0.93
Bristol-myers Squibb Right 12/30/2030 (CELG.R) 0.0 $18k 86k 0.21

Past Filings by 55i

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