Buckingham Strategic Partners

Latest statistics and disclosures from Focus Partners Advisor Solutions's latest quarterly 13F-HR filing:

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Positions held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Focus Partners Advisor Solutions

Focus Partners Advisor Solutions holds 1243 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Focus Partners Advisor Solutions has 1243 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 8.2 $962M +8% 5.9M 164.27
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 6.6 $781M 18M 44.36
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Ea Series Trust Brid Omn Sma Etf (BSVO) 5.2 $616M +4% 21M 29.19
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.8 $566M +21% 9.6M 58.98
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.1 $484M +13% 4.7M 103.05
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.3 $394M 5.6M 69.90
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.2 $374M +20% 3.0M 124.76
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.0 $359M +14% 8.8M 40.64
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Ishares Tr Core Msci Intl (IDEV) 3.0 $356M +5% 4.0M 89.01
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Dimensional Etf Trust Internatnal Val (DFIV) 2.7 $320M -2% 5.9M 54.02
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 2.6 $303M +23% 6.3M 47.75
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Dimensional Etf Trust Us Mktwide Value (DFUV) 2.3 $275M 5.0M 55.01
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.1 $251M +19% 5.0M 50.23
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Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $228M +3% 617k 370.04
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Dimensional Etf Trust Us Equi Mark Etf (DFUS) 1.9 $221M +6% 2.7M 81.94
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Apple (AAPL) 1.4 $169M +3% 583k 289.36
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Dimensional Etf Trust Us High Prof Etf (DUHP) 1.4 $161M +16% 3.9M 41.73
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.1 $129M -6% 3.5M 36.84
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Dimensional Etf Trust Intl High Profit (DIHP) 1.1 $127M +18% 3.7M 34.12
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $125M +8% 3.1M 40.13
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $100M +8% 2.4M 41.25
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $98M +12% 130k 748.84
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $92M -2% 1.8M 51.69
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NVIDIA Corporation (NVDA) 0.8 $90M -2% 450k 200.09
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.7 $86M +5% 2.2M 38.79
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.7 $80M +36% 1.6M 48.34
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $78M 943k 82.34
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $76M +31% 981k 77.91
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Ishares Core Msci Emkt (IEMG) 0.6 $69M -9% 836k 82.82
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $68M +29% 704k 96.49
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $65M +16% 911k 71.24
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Dimensional Etf Trust Global Real Est (DFGR) 0.5 $63M +22% 2.2M 28.97
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.5 $62M +61% 1.7M 37.26
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.5 $59M +85% 643k 91.21
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Microsoft Corporation (MSFT) 0.5 $58M -11% 155k 373.02
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $57M +16% 442k 128.08
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $57M +4% 1.6M 34.81
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $53M +7% 1.6M 33.84
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $52M +5% 1.3M 40.21
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $49M -3% 71k 686.79
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Ishares Tr Eafe Value Etf (EFV) 0.4 $47M +60% 616k 76.55
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Amazon (AMZN) 0.4 $46M +5% 192k 238.34
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $44M +71% 58k 746.78
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.3 $41M +27% 965k 42.21
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $39M 1.2M 31.71
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $37M +11% 415k 89.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.3 $37M +423% 249k 148.31
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Broadcom (AVGO) 0.3 $36M +19% 94k 377.75
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Alphabet Cap Stk Cl C (GOOG) 0.3 $35M +3% 100k 353.33
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $33M 92k 357.37
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $31M +32% 101k 303.12
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Wal-Mart Stores (WMT) 0.3 $30M +76% 267k 113.26
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Vanguard Index Fds Value Etf (VTV) 0.2 $29M +42% 131k 217.93
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Spdr Series Trust ST STR PR SP1500 (SPTM) 0.2 $28M +2% 313k 90.79
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Tesla Motors (TSLA) 0.2 $28M 67k 420.60
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $28M 56k 500.40
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $28M -12% 115k 242.99
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JPMorgan Chase & Co. (JPM) 0.2 $28M +5% 84k 327.33
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $25M +22% 915k 27.70
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $25M +8% 34k 736.39
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $24M +300% 189k 124.17
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Vanguard Index Fds Growth Etf (VUG) 0.2 $23M +598% 267k 86.14
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $23M 104k 219.43
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $23M +177% 296k 76.70
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $23M 380k 59.68
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Caterpillar (CAT) 0.2 $22M +43% 21k 1064.93
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Spdr Series Trust St Str P500etf (SPYM) 0.2 $21M +11% 235k 87.88
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Micron Technology (MU) 0.2 $21M -23% 18k 1154.31
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Stryker Corporation (SYK) 0.2 $20M -12% 63k 314.84
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $19M +2% 416k 46.63
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Meta Platforms Cl A (META) 0.2 $19M -5% 34k 563.30
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $18M -12% 215k 85.49
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Lpl Financial Holdings (LPLA) 0.2 $18M -6% 64k 281.68
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Spdr Index Shs Fds St Str Acwi Etf (CWI) 0.2 $18M 444k 40.67
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $18M 309k 58.20
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $18M -4% 186k 96.43
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.1 $17M +76% 341k 50.62
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Woodward Governor Company (WWD) 0.1 $17M -2% 41k 425.44
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Eli Lilly & Co. (LLY) 0.1 $17M -8% 14k 1199.50
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $17M -12% 70k 236.62
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $15M +140% 157k 96.58
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $15M -16% 94k 161.54
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Visa Com Cl A (V) 0.1 $15M +10% 43k 343.09
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Intel Corporation (INTC) 0.1 $15M -27% 105k 139.63
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Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.1 $15M 352k 41.18
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Advanced Micro Devices (AMD) 0.1 $14M 23k 580.93
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American Centy Etf Tr International Lr (AVIV) 0.1 $13M +35% 173k 77.42
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Ishares Tr Msci Usa Value (VLUE) 0.1 $13M -2% 66k 199.81
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Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $13M -5% 257k 50.39
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $13M +3% 58k 221.20
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American Centy Etf Tr Avan Us Smal Etf (AVSC) 0.1 $13M +4% 172k 73.34
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $13M +6% 140k 90.10
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Spdr Series Trust St Nuve High Etf (HYMB) 0.1 $13M 492k 25.44
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $13M 252k 49.55
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Home Depot (HD) 0.1 $12M +24% 35k 352.68
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $12M +6% 271k 45.49
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Cisco Systems (CSCO) 0.1 $12M +7% 105k 117.46
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Chevron Corporation (CVX) 0.1 $12M +14% 74k 165.76
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Ge Aerospace Com New (GE) 0.1 $12M -4% 33k 373.73
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $12M +15% 57k 212.77
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Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $12M +27% 305k 39.54
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $12M +7% 102k 117.45
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Johnson & Johnson (JNJ) 0.1 $12M -6% 47k 253.97
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Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.1 $12M +5% 452k 26.16
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $12M 32k 365.71
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $11M +34% 136k 83.75
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $11M +14% 24k 477.58
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $11M -10% 141k 79.03
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Merck & Co (MRK) 0.1 $11M -11% 86k 128.50
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $11M +219% 110k 100.67
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Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $11M +3% 100k 109.11
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PNC Financial Services (PNC) 0.1 $11M +2% 43k 246.22
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Ge Vernova (GEV) 0.1 $10M -7% 8.9k 1174.92
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $10M +17% 65k 158.03
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Lam Research Corp Com New (LRCX) 0.1 $10M -2% 23k 433.34
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $10M -4% 241k 41.81
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Abbvie (ABBV) 0.1 $9.9M +23% 40k 251.65
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International Business Machines (IBM) 0.1 $9.7M 35k 281.21
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Costco Wholesale Corporation (COST) 0.1 $9.6M +20% 10k 935.53
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $9.3M -17% 57k 163.58
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Comfort Systems USA (FIX) 0.1 $9.2M -23% 4.6k 1982.20
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $9.1M +120% 111k 82.27
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $8.9M +10% 336k 26.52
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $8.9M -20% 121k 73.41
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Vanguard World Inf Tech Etf (VGT) 0.1 $8.9M +1068% 74k 119.52
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $8.7M -2% 113k 77.11
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $8.6M +20% 104k 82.65
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $8.5M 62k 137.53
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Lockheed Martin Corporation (LMT) 0.1 $8.4M -12% 17k 509.49
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $8.4M +21% 136k 62.20
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Dimensional Etf Trust International (DFSI) 0.1 $8.3M +35% 185k 45.10
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Western Digital (WDC) 0.1 $8.3M -33% 13k 638.73
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Oracle Corporation (ORCL) 0.1 $8.1M -18% 55k 146.55
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $8.0M +132% 73k 110.15
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Ishares Tr National Mun Etf (MUB) 0.1 $8.0M +6% 74k 107.62
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $8.0M +149% 59k 136.68
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Bank of America Corporation (BAC) 0.1 $8.0M +8% 140k 56.98
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Spdr Series Trust St Str P500val (SPYV) 0.1 $7.8M +5% 129k 60.79
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Philip Morris International (PM) 0.1 $7.8M +44% 43k 180.91
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $7.8M +288% 77k 101.31
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Vanguard World Mega Grwth Ind (MGK) 0.1 $7.7M +358% 88k 87.87
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Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.1 $7.7M +71% 49k 155.59
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Applied Materials (AMAT) 0.1 $7.6M +6% 11k 723.01
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $7.5M +2% 134k 56.48
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UnitedHealth (UNH) 0.1 $7.4M +50% 18k 415.65
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $7.4M +2% 211k 35.03
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Procter & Gamble Company (PG) 0.1 $7.2M -3% 49k 146.64
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Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $7.2M +11% 25k 286.09
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Texas Instruments Incorporated (TXN) 0.1 $7.1M +65% 24k 298.08
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $7.1M -14% 24k 300.46
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Ishares Tr Core Msci Total (IXUS) 0.1 $7.0M -4% 74k 95.44
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Eaton Corp SHS (ETN) 0.1 $7.0M -14% 16k 426.11
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Raytheon Technologies Corp (RTX) 0.1 $7.0M +52% 37k 189.73
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Ishares Tr Residential Mult (REZ) 0.1 $6.9M +150% 73k 94.69
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $6.9M 134k 51.37
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First Northern Community Ban (FNRN) 0.1 $6.9M NEW 384k 17.94
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $6.8M -5% 99k 68.41
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $6.7M +28% 44k 154.29
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General Dynamics Corporation (GD) 0.1 $6.7M +70% 19k 354.26
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Mastercard Incorporated Cl A (MA) 0.1 $6.6M -15% 13k 513.61
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Pepsi (PEP) 0.1 $6.5M -34% 48k 135.40
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $6.5M -26% 9.2k 703.39
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Ishares Tr Rus Top 200 Etf (IWL) 0.1 $6.5M +74% 35k 184.95
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.4M +2% 44k 146.41
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $6.3M +63% 130k 48.35
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Blackrock Etf Trust Isha Syst Al Etf (IALT) 0.1 $6.2M NEW 222k 28.05
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Palo Alto Networks (PANW) 0.1 $6.2M +5% 18k 341.03
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Deere & Company (DE) 0.1 $6.1M -3% 9.7k 634.35
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.0 $5.8M +7% 76k 77.23
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.0 $5.8M 89k 65.60
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Wells Fargo & Company (WFC) 0.0 $5.7M +22% 69k 82.64
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $5.6M +578% 70k 80.57
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $5.6M +32% 25k 227.06
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Ishares Gold Tr Ishares New (IAU) 0.0 $5.6M 74k 75.51
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Wisdomtree Tr Us Midcap Divid (DON) 0.0 $5.6M -3% 99k 56.52
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Bristol Myers Squibb (BMY) 0.0 $5.6M -21% 97k 57.62
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Chubb (CB) 0.0 $5.4M -8% 16k 340.74
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $5.4M -2% 33k 164.60
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Palantir Technologies Cl A (PLTR) 0.0 $5.4M -37% 46k 116.67
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TJX Companies (TJX) 0.0 $5.4M -6% 35k 151.50
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $5.3M +348% 125k 42.67
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $5.2M +9% 180k 28.96
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Phillips 66 (PSX) 0.0 $5.1M -2% 30k 169.05
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Coca-Cola Company (KO) 0.0 $5.1M 63k 81.27
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Spdr Series Trust St Inter Bd Etf (SPIB) 0.0 $5.1M 152k 33.46
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Miami Intl Hldgs (MIAX) 0.0 $5.1M +1224% 137k 37.16
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Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $5.1M +3% 2.5k 1990.01
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.0M +14% 21k 242.44
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $5.0M 30k 163.67
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $4.9M +16% 94k 52.11
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Altria (MO) 0.0 $4.9M +61% 68k 71.95
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Capital Group Growth Etf Shs Creat Unit (CGGR) 0.0 $4.9M +7% 104k 47.20
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Boeing Company (BA) 0.0 $4.9M +14% 23k 216.47
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $4.8M -10% 59k 82.11
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $4.8M +125% 11k 426.43
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Corning Incorporated (GLW) 0.0 $4.8M -37% 19k 255.44
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Sandisk Corp (SNDK) 0.0 $4.8M -54% 2.1k 2273.88
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Union Pacific Corporation (UNP) 0.0 $4.7M +8% 18k 272.00
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $4.7M +115% 4.9k 965.16
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $4.7M +5% 15k 302.98
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $4.7M 69k 68.01
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.0 $4.7M NEW 98k 47.52
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Netflix (NFLX) 0.0 $4.6M -13% 65k 71.40
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Vertiv Holdings Com Cl A (VRT) 0.0 $4.6M -17% 14k 334.83
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $4.6M 200k 23.13
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $4.6M +5% 91k 50.58
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $4.6M +289% 46k 100.35
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Edison International (EIX) 0.0 $4.6M -28% 62k 74.45
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Centene Corporation (CNC) 0.0 $4.5M -37% 70k 64.19
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Verizon Communications (VZ) 0.0 $4.5M +4% 106k 42.34
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $4.5M -2% 85k 53.17
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Ishares Tr Msci Usa Min Etf (USMV) 0.0 $4.5M 46k 96.46
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Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $4.5M -11% 23k 190.52
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $4.4M +7% 41k 106.47
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Casey's General Stores (CASY) 0.0 $4.4M -2% 5.5k 794.84
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Ishares Tr Core Div Grwth (DGRO) 0.0 $4.4M -11% 58k 75.79
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $4.3M +6% 85k 50.66
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $4.3M +9% 93k 46.05
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $4.3M -19% 43k 98.98
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Spdr Series Trust St Str Sp600grwo (SLYG) 0.0 $4.2M +8% 36k 119.13
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $4.2M 21k 197.61
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Spdr Gold Tr Gold Shs (GLD) 0.0 $4.2M +10% 11k 368.39
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UMB Financial Corporation (UMBF) 0.0 $4.2M +4% 29k 142.76
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $4.2M +9% 14k 306.31
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $4.2M +4% 17k 252.24
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General Motors Company (GM) 0.0 $4.2M -13% 54k 77.08
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $4.1M +4% 81k 51.51
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $4.1M NEW 85k 48.25
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J.B. Hunt Transport Services (JBHT) 0.0 $4.1M -21% 14k 289.45
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New York Life Invts Active E Mackay Mun Inter (MMIT) 0.0 $4.1M -11% 168k 24.35
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Southern Company (SO) 0.0 $4.0M +35% 42k 95.71
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PG&E Corporation (PCG) 0.0 $4.0M -25% 241k 16.82
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $4.0M +4% 97k 41.43
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $4.0M -2% 76k 52.76
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Airbnb Com Cl A (ABNB) 0.0 $4.0M -23% 28k 143.10
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Ishares Msci Emrg Chn (EMXC) 0.0 $4.0M +40% 39k 102.30
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $4.0M 84k 47.38
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $4.0M +46% 39k 102.16
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Citigroup Com New (C) 0.0 $3.9M -22% 28k 139.96
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Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.0 $3.9M +31% 50k 77.58
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Spdr Series Trust St Str Sp400val (MDYV) 0.0 $3.8M +125% 41k 94.85
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Marathon Petroleum Corp (MPC) 0.0 $3.8M +23% 15k 255.69
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3M Company (MMM) 0.0 $3.8M -12% 23k 161.91
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Walt Disney Company (DIS) 0.0 $3.8M -15% 39k 96.25
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Teradyne (TER) 0.0 $3.7M -30% 7.7k 483.87
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Exxon Mobil Corporation (XOM) 0.0 $3.7M -81% 27k 136.72
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Delta Air Lines Com New (DAL) 0.0 $3.7M -29% 40k 93.66
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Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $3.7M +276% 72k 51.78
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $3.7M +96% 36k 103.88
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Cummins (CMI) 0.0 $3.7M -15% 5.2k 713.32
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Past Filings by Focus Partners Advisor Solutions

SEC 13F filings are viewable for Focus Partners Advisor Solutions going back to 2021

View all past filings