55i

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

Tip: Access up to 7 years of quarterly data

Positions held by 55i consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for 55i

55i holds 541 positions in its portfolio as reported in the June 2022 quarterly 13F filing

55i has 541 total positions. Only the first 250 positions are shown.

  • Sign up to view all of the 55i June 30, 2022 positions
  • Download the 55i June 2022 csv data
Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares ESG Aware MSCI USA ETF Etf (ESGU) 10.9 $391M +8% 4.7M 83.90
iShares Core S&P 500 ETF Etf (IVV) 8.8 $315M +36% 830k 379.15
SPDR Portfolio S&P 500 ETF Etf (SPLG) 6.8 $243M +11% 5.5M 44.34
iShares MSCI EAFE Value ETF Etf (EFV) 6.0 $213M +35% 4.9M 43.40
iShares MSCI EAFE Growth ETF Etf (EFG) 3.5 $124M +27% 1.5M 80.49
iShares S&P 100 ETF Etf (OEF) 2.1 $75M +153% 436k 172.47
JPMorgan US Equity Fund MF 1.9 $69M NEW 3.9M 17.55
Vanguard 500 Index Fund Etf (VOO) 1.9 $69M 199k 346.88
NexPoint Merger Arbitrage Fund MF 1.9 $67M NEW 3.4M 19.89
BlackRock Tactical Opportuniti MF 1.8 $64M NEW 4.6M 13.79
iShares Core High Dividend ETF Etf (HDV) 1.7 $60M +1767% 595k 100.43
iShares ESG MSCI USA Leaders E Etf (SUSL) 1.7 $59M +86% 891k 66.39
iShares MSCI USA Min Vol Facto Etf (USMV) 1.6 $58M +3% 820k 70.21
iShares MSCI Emerg Mkts Min Vo Etf (EEMV) 1.5 $54M NEW 972k 55.43
iShares S&P Small-Cap 600 Valu Etf (IJS) 1.4 $50M +892% 563k 89.03
Invesco S&P Emerging Markets L Etf (EELV) 1.2 $44M NEW 1.9M 23.26
iShares Russell 1000 ETF Etf (IWB) 1.1 $40M +355% 192k 207.76
iShares MSCI USA Value Factor Etf (VLUE) 1.0 $34M -47% 379k 90.52
BlackRock International Fund MF 0.9 $33M NEW 2.1M 16.06
JPMorgan BetaBuilders US Equit Etf (BBUS) 0.9 $31M +16% 452k 67.78
iShares US Infrastructure ETF Etf (IFRA) 0.9 $31M NEW 897k 34.04
iShares Core MSCI EAFE ETF Etf (IEFA) 0.8 $27M -2% 460k 58.85
iShares Edge MSCI Intl Value F Etf (IVLU) 0.7 $27M -17% 1.2M 22.18
SPDR Portfolio S&P 500 Growth Etf (SPYG) 0.7 $26M +6% 504k 52.28
iShares ESG Aware MSCI EM ETF Etf (ESGE) 0.7 $25M -21% 780k 32.31
JOHCM International Select Fun MF 0.7 $25M NEW 1.2M 20.48
Vanguard Total Stock Market In Etf (VTI) 0.7 $25M +41% 131k 188.62
iShares MSCI USA Quality Facto Etf (QUAL) 0.7 $24M +5% 219k 111.73
Energy Select Sector SPDR Fund Etf (XLE) 0.7 $24M -31% 330k 71.51
Schwab International Equity ET Etf (SCHF) 0.6 $23M -7% 731k 31.45
Health Care Select Sector SPDR Etf (XLV) 0.6 $22M +39% 175k 128.24
SPDR Portfolio S&P 500 Value E Etf (SPYV) 0.6 $22M 605k 36.82
iShares Core S&P Total US Stoc Etf (ITOT) 0.5 $20M +161% 234k 83.78
Technology Select Sector SPDR Etf (XLK) 0.5 $20M 154k 127.12
iShares US Energy ETF Etf (IYE) 0.5 $19M -28% 510k 38.12
BlackRock Equity Dividend Fund MF 0.5 $19M NEW 974k 19.75
Vanguard Information Technolog Etf (VGT) 0.5 $18M +55% 54k 326.55
Schwab US Large-Cap ETF Etf (SCHX) 0.5 $17M +168% 389k 44.66
MFS Core Equity Fund MF 0.5 $17M NEW 418k 41.16
iShares Core MSCI Emerging Mar Etf (IEMG) 0.5 $17M +4% 348k 49.06
Fidelity Total Market Index Fu MF 0.5 $17M NEW 163k 105.11
BlackRock Sustainable Advant MF 0.5 $17M NEW 1.1M 16.06
JPMorgan BetaBuilders Intl Eq Etf (BBIN) 0.4 $15M +24% 319k 47.29
iShares S&P 500 Growth ETF Etf (IVW) 0.4 $15M +126% 249k 60.35
iShares Russell 1000 Growth ET Etf (IWF) 0.4 $15M -14% 66k 218.70
iShares Europe ETF Etf (IEV) 0.4 $14M NEW 331k 42.71
SPDR S&P 500 ETF Trust Etf (SPY) 0.4 $13M +9% 35k 377.25
iShares US Technology ETF Etf (IYW) 0.4 $13M -18% 163k 79.95
SPDR Portfolio Developed Wld e Etf (SPDW) 0.4 $13M +78% 447k 28.84
iShares S&P 500 Value ETF Etf (IVE) 0.4 $13M +118% 94k 137.46
iShares MSCI KLD 400 Social ET Etf (DSI) 0.4 $13M +185% 179k 71.90
Schwab US Large-Cap Growth ETF Etf (SCHG) 0.3 $12M +4% 210k 57.99
Microsoft Corporation (MSFT) 0.3 $12M +41% 46k 256.83
iShares ESG Advanced MSCI USA Etf (USXF) 0.3 $12M +3% 393k 29.87
iShares Global Tech ETF Etf (IXN) 0.3 $12M -46% 252k 45.70
Apple (AAPL) 0.3 $11M -17% 81k 136.72
iShares MSCI USA Momentum Fact Etf (MTUM) 0.3 $11M +3% 81k 136.37
Fidelity MSCI Information Tech Etf (FTEC) 0.3 $11M 114k 96.50
BlackRock GA Disciplined Volat MF 0.3 $10M NEW 925k 11.09
Victory Market Neutral Income MF 0.3 $10M NEW 1.1M 9.37
Schwab Emerging Markets Equity Etf (SCHE) 0.3 $9.7M -18% 382k 25.38
iShares Currency Hedged MSCI E Etf (HEZU) 0.3 $9.5M 305k 31.34
BlackRock Event Driven Equity MF 0.3 $9.3M NEW 960k 9.72
Consumer Discret Sel Sect SPDR Etf (XLY) 0.3 $9.1M +24% 67k 137.48
Financial Select Sector SPDR F Etf (XLF) 0.3 $9.0M -5% 285k 31.45
Avantis U.S. Equity ETF Etf (AVUS) 0.2 $8.9M +65% 137k 65.04
iShares Core S&P Small-Cap ETF Etf (IJR) 0.2 $8.9M -66% 96k 92.41
BlackRock GA Dynamic Eq MF 0.2 $8.8M NEW 740k 11.83
Vanguard Growth Index Fund Etf (VUG) 0.2 $8.7M +112% 39k 222.88
DFA US Core Equity II Fund MF 0.2 $8.5M NEW 318k 26.74
Communication Services Sel Sec Etf (XLC) 0.2 $8.0M +19% 148k 54.27
JHancock Disciplined Value Fun MF 0.2 $7.9M NEW 378k 20.93
Vanguard Developed Markets Ind Etf (VEA) 0.2 $7.8M -38% 190k 40.80
iShares Currency Hedged MSCI E Etf (HEFA) 0.2 $7.6M +41% 239k 31.82
Hartford Core Equity Fund MF 0.2 $7.6M NEW 193k 39.31
Vanguard Health Care Index Fun Etf (VHT) 0.2 $7.6M +25% 32k 235.50
iShares US Medical Devices ETF Etf (IHI) 0.2 $7.6M 150k 50.44
BlackRock Technology Opportuni MF 0.2 $7.5M NEW 186k 40.24
iShares ESG Aware MSCI EAFE ET Etf (ESGD) 0.2 $7.3M +71% 116k 62.76
iShares ESG MSCI EM Leaders ET Etf (LDEM) 0.2 $7.0M -24% 148k 47.45
iShares US Healthcare ETF Etf (IYH) 0.2 $7.0M +17% 26k 268.92
SPDR Port S&P 1500 Comps Stk M Etf (SPTM) 0.2 $7.0M -7% 150k 46.48
DFA US Core Equity 1 Portfolio MF 0.2 $6.9M NEW 235k 29.42
Vanguard Small Cap Index Fund Etf (VB) 0.2 $6.9M -29% 39k 176.11
iShares ESG Aware MSCI USA Sma Etf (ESML) 0.2 $6.9M +29% 218k 31.50
Vanguard FTSE All-World ex-US Etf (VEU) 0.2 $6.6M -7% 133k 49.96
Vanguard Emerging Markets Stoc Etf (VWO) 0.2 $6.6M +52% 159k 41.65
Vanguard Value Index Fund Etf (VTV) 0.2 $6.6M +20% 50k 131.88
iShares Core MSCI Total Intl S Etf (IXUS) 0.2 $6.5M +37% 114k 57.03
iShares ESG Advanced MSCI EAFE Etf (DMXF) 0.2 $6.4M +6% 123k 52.15
Schwab US Large-Cap Value ETF Etf (SCHV) 0.2 $6.2M -17% 100k 62.42
Fidelity MSCI Financials ETF Etf (FNCL) 0.2 $6.1M -4% 136k 44.63
iShares Core Dividend Growth E Etf (DGRO) 0.2 $6.0M -20% 126k 47.64
JPMorgan US Value Factor ETF Etf (JVAL) 0.2 $6.0M +10% 186k 32.11
Industrial Select Sector SPDR Etf (XLI) 0.2 $5.8M -14% 67k 87.35
Vanguard Industrials Index Fun Etf (VIS) 0.2 $5.8M +112% 35k 163.34
Vanguard International Hi Div Etf (VYMI) 0.2 $5.5M +29% 93k 58.82
ProShares S&P 500 Dividend Ari Etf (NOBL) 0.2 $5.4M +2% 64k 85.36
iShares MSCI Emerging Markets Etf (EEM) 0.2 $5.4M -3% 136k 40.10
Goldman Sachs GQG Partners Int MF 0.1 $5.2M NEW 306k 17.16
JPMorgan Equity Premium Income Etf (JEPI) 0.1 $5.1M +175% 92k 55.45
Fidelity Blue Chip Growth ETF Etf (FBCG) 0.1 $5.1M NEW 234k 21.72
BlackRock Global Allocation Fu MF 0.1 $5.1M NEW 289k 17.56
JPMorgan Emerging Markets Equi Etf (JEMA) 0.1 $5.0M +2% 136k 36.55
Invesco QQQ Trust Etf (QQQ) 0.1 $4.8M +2% 17k 280.26
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.1 $4.7M -22% 21k 226.24
American Funds Europacific Gro MF 0.1 $4.6M NEW 95k 48.27
Fidelity 500 Index Fund MF 0.1 $4.5M NEW 34k 131.92
Dimensional US Equity ETF Etf (DFUS) 0.1 $4.4M -7% 109k 40.75
Blackrock U.S. Carbon Transiti Etf (LCTU) 0.1 $4.4M NEW 105k 41.74
iShares Core MSCI Europe ETF Etf (IEUR) 0.1 $4.3M 97k 44.96
JPMorgan Emerging Markets Equi MF 0.1 $4.3M NEW 152k 28.45
SPDR Portfolio Emerging Market Etf (SPEM) 0.1 $4.2M +34% 122k 34.77
iShares Select Dividend ETF Etf (DVY) 0.1 $4.2M -2% 36k 117.67
Vanguard Financials Index Fund Etf (VFH) 0.1 $4.1M +23% 53k 77.20
Vanguard Consumer Discretionar Etf (VCR) 0.1 $4.0M +28% 18k 227.45
Vanguard Communication Service Etf (VOX) 0.1 $3.9M +10% 41k 94.04
iShares Russell Top 200 ETF Etf (IWL) 0.1 $3.9M NEW 43k 89.81
Fidelity Advisor Focused Em Mk MF 0.1 $3.8M NEW 141k 26.96
Fidelity MSCI Consumer Discret Etf (FDIS) 0.1 $3.8M -7% 64k 58.89
Amazon (AMZN) 0.1 $3.7M +2153% 35k 106.20
Vanguard High Dividend Yield I Etf (VYM) 0.1 $3.7M +51% 36k 101.70
DFA International Vector Equit MF 0.1 $3.6M NEW 320k 11.39
Vanguard Dividend Appreciation Etf (VIG) 0.1 $3.6M -15% 25k 143.46
Fidelity Mid Cap Index Fund MF 0.1 $3.6M NEW 144k 24.89
Vanguard Consumer Staples Fund Etf (VDC) 0.1 $3.5M +94% 19k 185.33
Vanguard Total Intl Stock Idx Etf (VXUS) 0.1 $3.4M +168% 65k 51.60
DFA US Large Company Portfolio MF 0.1 $3.4M NEW 125k 26.93
Johnson & Johnson (JNJ) 0.1 $3.3M +3% 19k 177.50
Alphabet Inc Class C cs (GOOG) 0.1 $3.2M +39% 1.5k 2187.21
iShares Core S&P US Growth ETF Etf (IUSG) 0.1 $3.2M +16% 38k 83.69
Schwab US Broad Market ETF Etf (SCHB) 0.1 $3.2M 72k 44.19
Fidelity MSCI Consumer Staples Etf (FSTA) 0.1 $3.2M -9% 73k 43.27
Fidelity MSCI Industrials ETF Etf (FIDU) 0.1 $3.1M -9% 69k 45.20
Consumer Staples Select Sector Etf (XLP) 0.1 $3.1M -8% 43k 72.18
Alphabet Inc Class A cs (GOOGL) 0.1 $3.1M +31% 1.4k 2179.58
Goldman Sachs MarketBeta Intl Etf (GSID) 0.1 $3.0M +816% 68k 44.83
Fidelity MSCI Health Care ETF Etf (FHLC) 0.1 $3.0M -21% 50k 60.67
Berkshire Hathaway (BRK.B) 0.1 $3.0M -18% 11k 273.06
Vanguard Total Stock Market In MF 0.1 $3.0M +1595% 33k 91.76
iShares S&P Small-Cap 600 Grow Etf (IJT) 0.1 $2.9M -14% 28k 105.33
iShares Expanded Tech Sector E Etf (IGM) 0.1 $2.9M -18% 10k 294.34
Spdr Euro Stoxx 50 Etf Etf (FEZ) 0.1 $2.9M +36% 83k 34.79
iShares Core S&P US Value ETF Etf (IUSV) 0.1 $2.9M -8% 43k 66.89
Xtrackers MSCI EAFE Hedged Equ Etf (DBEF) 0.1 $2.8M +7% 81k 34.81
Xtrackers MSCI Japan Hedged Eq Etf (DBJP) 0.1 $2.8M -3% 59k 47.31
Schwab US Small-Cap ETF Etf (SCHA) 0.1 $2.8M -85% 71k 39.00
BlackRock Emerging Markets Fun MF 0.1 $2.8M NEW 120k 23.09
Fidelity Advisor Overseas Fund MF 0.1 $2.8M NEW 110k 25.02
UnitedHealth (UNH) 0.1 $2.8M +185% 5.4k 513.68
Goldman Sachs ActiveBeta US Lg Etf (GSLC) 0.1 $2.7M +76% 36k 74.95
American Funds Intl Gr and MF 0.1 $2.7M NEW 85k 31.35
Fidelity Small Cap Growth Fund MF 0.1 $2.7M NEW 118k 22.56
JPMorgan Hedged Equity 2 Fund MF 0.1 $2.6M NEW 177k 14.89
JPMorgan US Equity Fund MF 0.1 $2.6M NEW 149k 17.48
Undiscovered Managers Behavior MF 0.1 $2.6M NEW 34k 76.71
iShares MSCI United Kingdom ET Etf (EWU) 0.1 $2.6M -2% 85k 29.96
iShares MSCI EAFE ETF Etf (EFA) 0.1 $2.4M +9% 39k 62.48
JHancock Small Cap Core Fund MF 0.1 $2.4M NEW 178k 13.58
Vanguard 500 Index Fund MF 0.1 $2.4M +1158% 6.8k 349.35
iShares Russell 3000 ETF Etf (IWV) 0.1 $2.4M -16% 11k 217.42
iShares MSCI USA Small-Cap Mlt Etf (SMLF) 0.1 $2.3M -56% 50k 46.90
iShares MSCI USA ESG Select ET Etf (SUSA) 0.1 $2.3M +126% 29k 80.69
Materials Select Sector SPDR F Etf (XLB) 0.1 $2.3M +9% 32k 73.61
Procter & Gamble Company (PG) 0.1 $2.3M 16k 143.82
Visa (V) 0.1 $2.3M +27% 12k 196.88
Principal MidCap Fund MF 0.1 $2.2M NEW 71k 30.74
Invesco FTSE RAFI US 1000 ETF Etf (PRF) 0.1 $2.2M +42% 15k 148.16
MFS Mid Cap Growth Fund MF 0.1 $2.1M NEW 93k 23.17
Fidelity Large Cap Growth Inde MF 0.1 $2.1M NEW 101k 21.28
iShares Russell 1000 Value ETF Etf (IWD) 0.1 $2.1M +34% 14k 144.94
JPMorgan BetaBuilders US Mid C Etf (BBMC) 0.1 $2.1M -13% 30k 69.80
Fidelity Adv Equity In Fund Cl MF 0.1 $2.1M NEW 66k 31.57
Vanguard Small Cap Value Index Etf (VBR) 0.1 $2.0M +77% 14k 149.84
Dimensional US Core Equity 2 E Etf (DFAC) 0.1 $2.0M +68% 87k 23.30
iShares MSCI China ETF Etf (MCHI) 0.1 $2.0M NEW 36k 55.82
JPMorgan US Quality Factor ETF Etf (JQUA) 0.1 $2.0M +19% 53k 37.25
Fidelity MSCI Energy ETF Etf (FENY) 0.1 $2.0M -16% 101k 19.40
JPMorgan Diversified Return US Etf (JPUS) 0.1 $1.9M +5% 21k 91.53
Vanguard Pacific Stock Index F Etf (VPL) 0.1 $1.9M -32% 29k 63.47
WisdomTree US Total Dividend F Etf (DTD) 0.1 $1.9M +127% 32k 57.90
Fidelity MSCI Communication Se Etf (FCOM) 0.1 $1.8M -17% 52k 35.60
Fidelity Global ex US Index Fu MF 0.1 $1.8M NEW 146k 12.55
Global X NASDAQ 100 Covered Ca Etf (QYLD) 0.0 $1.8M -65% 102k 17.47
SEI Tax-Managed Large Cap MF 0.0 $1.8M NEW 58k 30.19
BlackRock 60/40 Target Allocat MF 0.0 $1.7M NEW 131k 13.35
Schwab S&P 500 Index Fund MF 0.0 $1.7M NEW 30k 58.38
Tesla Motors (TSLA) 0.0 $1.7M +48% 2.6k 673.27
Pepsi (PEP) 0.0 $1.7M +41% 10k 166.68
Schwab Fundamental Intl Lg Etf (FNDF) 0.0 $1.7M -25% 59k 28.30
Home Depot (HD) 0.0 $1.7M +40% 6.1k 274.22
Fidelity Mid Cap Value Fund MF 0.0 $1.7M NEW 69k 24.13
Schwab Fundamental US Large Etf (FNDX) 0.0 $1.7M -30% 33k 50.91
WisdomTree US Quality Dividend Etf (DGRW) 0.0 $1.6M +458% 28k 57.32
Abbvie (ABBV) 0.0 $1.6M +49% 10k 153.14
iShares Russell 2000 ETF Etf (IWM) 0.0 $1.6M +8% 9.2k 169.41
Eli Lilly & Co. (LLY) 0.0 $1.6M +139% 4.8k 324.22
Exxon Mobil Corporation (XOM) 0.0 $1.6M +10% 18k 85.66
JPMorgan Large Cap Growth Fund MF 0.0 $1.5M NEW 34k 45.32
WisdomTree US Earnings 500 Fun Etf (EPS) 0.0 $1.5M +138% 37k 40.80
United Bankshares (UBSI) 0.0 $1.5M -2% 43k 35.06
Utilities Select Sector SPDR F Etf (XLU) 0.0 $1.5M -24% 21k 70.12
BlackRock Health Sciences Opps MF 0.0 $1.5M NEW 21k 70.84
Vanguard Energy Index Fund Etf (VDE) 0.0 $1.5M +2% 15k 99.47
Philip Morris International (PM) 0.0 $1.4M +208% 15k 98.73
SPDR Portfolio S&P 600 Sm Cap Etf (SPSM) 0.0 $1.4M -62% 40k 35.99
MasterCard Incorporated (MA) 0.0 $1.4M -25% 4.5k 315.52
Vanguard Materials Index Fund Etf (VAW) 0.0 $1.4M +24% 8.9k 160.24
BlackRock Global Dividend Port MF 0.0 $1.4M NEW 131k 10.79
SPDR S&P 600 Small Cap Value E Etf (SLYV) 0.0 $1.4M -7% 19k 72.41
JPMorgan Chase & Co. (JPM) 0.0 $1.4M -55% 12k 112.63
Global X MLP ETF Etf (MLPA) 0.0 $1.4M +7% 38k 36.88
JPMorgan BetaBuilders Europe E Etf (BBEU) 0.0 $1.4M +102% 30k 46.09
Vanguard Mid-Cap Index Fund Etf (VO) 0.0 $1.4M +16% 7.0k 196.96
Abbott Laboratories (ABT) 0.0 $1.4M +36% 13k 108.67
DFA International Core Equity MF 0.0 $1.4M NEW 105k 13.03
iShares Russell 2000 Value ETF Etf (IWN) 0.0 $1.4M +69% 10k 136.16
iShares MSCI ACWI ex US ETF Etf (ACWX) 0.0 $1.3M +47% 30k 45.01
iShares Russell Mid-Cap Growth Etf (IWP) 0.0 $1.3M +29% 17k 79.25
WisdomTree US LargeCap Dividen Etf (DLN) 0.0 $1.3M NEW 23k 59.09
Real Estate Select Sector SPDR Etf (XLRE) 0.0 $1.3M +44% 32k 40.86
Fidelity International Value F MF 0.0 $1.3M NEW 165k 7.96
Pacer Trendpilot US Large Cap Etf (PTLC) 0.0 $1.3M -97% 35k 37.55
SPDR S&P 600 Small Cap Growth Etf (SLYG) 0.0 $1.3M -4% 19k 70.51
Chevron Corporation (CVX) 0.0 $1.3M +15% 8.9k 144.81
Pfizer (PFE) 0.0 $1.3M +15% 24k 52.44
Thermo Fisher Scientific (TMO) 0.0 $1.3M +247% 2.4k 543.14
Fidelity Advisor Small Cap Fun MF 0.0 $1.3M NEW 47k 27.04
Mairs & Power Growth Fund MF 0.0 $1.3M NEW 9.9k 126.77
WisdomTree EmMkts ex-Stt-Ownd Etf (XSOE) 0.0 $1.3M -95% 44k 28.67
iShares Russell 2500 ETF Etf (SMMD) 0.0 $1.3M -29% 24k 51.64
NVIDIA Corporation (NVDA) 0.0 $1.2M +109% 8.1k 151.63
JPMorgan Large Cap Value Fund MF 0.0 $1.2M NEW 70k 17.52
First Trust Cloud Computing ET Etf (SKYY) 0.0 $1.2M +503% 18k 65.88
ProShares MSCI EAFE Dividend G Etf (EFAD) 0.0 $1.2M +33% 35k 34.57
IQ Hedge Multi-Strategy Tracke Etf (QAI) 0.0 $1.2M +14% 42k 28.68
Wal-Mart Stores (WMT) 0.0 $1.2M +46% 9.7k 121.59
Vanguard Utilities Index Fund Etf (VPU) 0.0 $1.2M 7.7k 152.32
Costco Wholesale Corporation (COST) 0.0 $1.2M -9% 2.4k 479.22
iShares US Financial Services Etf (IYG) 0.0 $1.2M -19% 7.8k 148.24
BlackRock All Cap Energy Inst MF 0.0 $1.1M NEW 98k 11.72
iShares MSCI Emerging Mkts ex Etf (EMXC) 0.0 $1.1M -9% 24k 47.77
Global Payments (GPN) 0.0 $1.1M +6% 10k 110.66
O'reilly Automotive (ORLY) 0.0 $1.1M -13% 1.8k 631.70
Vanguard Large Cap Index Fund Etf (VV) 0.0 $1.1M 6.5k 172.39
DFA US Large Cap Growth Portfo MF 0.0 $1.1M NEW 43k 25.68
Accenture (ACN) 0.0 $1.1M +69% 4.0k 277.74
Vanguard Russell 1000 Index Fu Etf (VONE) 0.0 $1.1M NEW 6.3k 171.87
Coca-Cola Company (KO) 0.0 $1.1M +58% 17k 62.90
American Funds Income Fund of MF 0.0 $1.1M NEW 47k 23.07

Past Filings by 55i

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