Buckingham Strategic Partners

Latest statistics and disclosures from Buckingham Strategic Partners'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 Buckingham Strategic Partners

Buckingham Strategic Partners holds 377 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 10.5 $188M -4% 6.9M 27.15
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Ishares Tr Core S&p Ttl Stk (ITOT) 8.1 $145M +39% 1.5M 97.84
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.8 $140M +2% 3.0M 46.39
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Dimensional Etf Trust Internatnal Val (DFIV) 6.1 $110M +4% 3.3M 32.85
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 5.6 $100M +28% 1.7M 58.66
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Ea Series Trust Ea Bridgeway Omn (BSVO) 5.4 $97M +18% 5.4M 17.83
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Ishares Tr Core Msci Intl (IDEV) 4.1 $74M +31% 1.2M 61.12
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Dimensional Etf Trust Us Mktwide Value (DFUV) 3.4 $60M +3% 1.7M 34.50
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $57M +28% 760k 75.57
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.7 $49M +38% 1.0M 47.42
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Dimensional Etf Trust World Ex Us Core (DFAX) 2.5 $45M +2% 1.9M 23.31
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Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $41M +49% 187k 220.28
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Ishares Core Msci Emkt (IEMG) 2.1 $38M +21% 768k 49.29
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Apple (AAPL) 2.0 $36M -27% 185k 193.97
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.5 $26M +27% 336k 77.61
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Stryker Corporation (SYK) 1.2 $21M -5% 68k 305.09
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.1 $20M +44% 346k 57.56
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Dimensional Etf Trust Us Equity Etf (DFUS) 1.1 $20M +19% 407k 48.16
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.0 $17M +19% 317k 54.80
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.9 $16M 499k 30.99
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $15M +22% 92k 165.40
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $15M +5% 313k 46.18
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Microsoft Corporation (MSFT) 0.8 $14M 42k 340.55
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.6 $11M +8% 478k 23.65
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $11M +28% 56k 198.89
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.6 $10M +7% 88k 115.26
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $9.7M +120% 405k 24.05
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $9.4M +16% 23k 407.29
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $9.2M +5% 113k 81.08
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $8.9M +2% 91k 97.95
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First Tr Value Line Divid In SHS (FVD) 0.5 $8.3M NEW 207k 40.09
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Vanguard Index Fds Value Etf (VTV) 0.4 $7.3M +4% 51k 142.10
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Ishares Tr Eafe Value Etf (EFV) 0.4 $6.9M 142k 48.94
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $6.4M +43% 14k 445.74
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $6.4M +47% 88k 72.69
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $6.2M +1279% 85k 72.50
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.3 $5.7M -2% 225k 25.45
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $5.7M +8% 101k 56.08
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $5.4M +63% 52k 104.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $5.3M +6% 130k 40.68
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Amazon (AMZN) 0.3 $5.3M +2% 41k 130.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.1M -32% 15k 341.02
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Dimensional Etf Trust Short Duration F (DFSD) 0.3 $5.0M +492% 109k 46.35
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Exxon Mobil Corporation (XOM) 0.3 $4.8M +8% 44k 107.25
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $4.7M NEW 148k 32.11
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $4.7M 173k 27.32
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $4.5M +6% 10k 443.30
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Ishares Tr Core Msci Total (IXUS) 0.2 $4.4M -5% 71k 62.62
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $4.4M 53k 83.56
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.3M +711% 20k 220.16
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $4.3M +165% 149k 28.71
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $4.1M +14% 37k 110.48
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NVIDIA Corporation (NVDA) 0.2 $3.8M +2% 9.1k 423.05
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.2 $3.8M +268% 76k 50.30
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $3.7M +11% 69k 54.41
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.5M +11% 22k 162.44
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $3.5M 46k 75.23
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $3.2M +1194% 71k 45.42
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Ishares Tr Msci Usa Value (VLUE) 0.2 $3.1M +30% 33k 93.79
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Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $3.1M +6% 52k 59.46
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Lockheed Martin Corporation (LMT) 0.2 $3.0M +96% 6.5k 460.43
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $2.9M +7% 64k 45.85
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.9M +48% 38k 75.66
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Tesla Motors (TSLA) 0.2 $2.9M +10% 11k 261.78
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $2.9M +113% 40k 72.62
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $2.8M +75% 49k 57.73
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.6M +12% 17k 149.65
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $2.6M +5% 52k 48.88
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Ishares Tr National Mun Etf (MUB) 0.1 $2.5M +3% 24k 106.73
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $2.5M +21% 76k 32.54
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $2.4M +71% 9.3k 261.50
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Chevron Corporation (CVX) 0.1 $2.4M +18% 15k 157.35
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $2.4M +28% 24k 99.65
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $2.4M 51k 47.05
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $2.3M +8% 33k 69.72
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Johnson & Johnson (JNJ) 0.1 $2.2M +13% 13k 165.53
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $2.2M +3% 35k 61.70
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.1M +16% 18k 119.70
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PNC Financial Services (PNC) 0.1 $2.1M 17k 125.95
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Fs Kkr Capital Corp (FSK) 0.1 $2.1M +7% 111k 19.18
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JPMorgan Chase & Co. (JPM) 0.1 $2.1M -6% 14k 145.45
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Procter & Gamble Company (PG) 0.1 $2.1M +15% 14k 151.74
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Alphabet Cap Stk Cl C (GOOG) 0.1 $2.1M +32% 17k 120.97
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.0M +33% 4.3k 478.98
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.0M -2% 39k 51.70
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Vanguard Index Fds Growth Etf (VUG) 0.1 $2.0M -10% 7.1k 282.99
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Ishares Tr Mbs Etf (MBB) 0.1 $2.0M +188% 22k 93.27
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $2.0M 13k 157.83
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Marriott Intl Cl A (MAR) 0.1 $2.0M 11k 183.69
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $1.9M +6% 42k 46.53
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.9M -12% 20k 95.09
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.9M NEW 3.7k 507.30
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.9M -55% 80k 23.46
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $1.7M +34% 23k 75.19
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HEICO Corporation (HEI) 0.1 $1.7M NEW 9.4k 176.94
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Sun Communities (SUI) 0.1 $1.6M 12k 130.46
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M -17% 40k 39.56
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Bank of America Corporation (BAC) 0.1 $1.6M +23% 55k 28.69
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McDonald's Corporation (MCD) 0.1 $1.6M +35% 5.2k 298.43
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Eli Lilly & Co. (LLY) 0.1 $1.5M +26% 3.2k 469.06
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.5M -14% 14k 106.07
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Home Depot (HD) 0.1 $1.5M +39% 4.8k 310.65
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $1.5M +33% 29k 50.45
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Bank Ozk (OZK) 0.1 $1.5M NEW 37k 40.16
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International Business Machines (IBM) 0.1 $1.5M -12% 11k 133.82
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.4M +22% 15k 96.99
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.4M -20% 21k 67.50
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.4M +385% 54k 25.70
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $1.4M +5% 25k 54.44
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Union Pacific Corporation (UNP) 0.1 $1.4M -4% 6.7k 204.65
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Wal-Mart Stores (WMT) 0.1 $1.4M -2% 8.6k 157.19
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.3M NEW 25k 52.11
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Nextera Energy (NEE) 0.1 $1.3M +96% 17k 74.20
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Lowe's Companies (LOW) 0.1 $1.3M +249% 5.6k 225.70
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.3M 16k 77.19
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.2M +46% 21k 58.98
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Intel Corporation (INTC) 0.1 $1.2M +10% 36k 33.44
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Honeywell International (HON) 0.1 $1.2M +35% 5.8k 207.50
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Cisco Systems (CSCO) 0.1 $1.2M +33% 23k 51.74
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Abbvie (ABBV) 0.1 $1.2M +12% 8.7k 134.73
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M 6.2k 187.28
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.2M +43% 18k 66.66
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United Parcel Service CL B (UPS) 0.1 $1.1M +2% 6.3k 179.25
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.1M +5% 8.0k 140.81
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.1M 14k 78.26
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TJX Companies (TJX) 0.1 $1.1M 13k 84.79
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Pepsi (PEP) 0.1 $1.1M -28% 5.9k 185.23
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Mastercard Incorporated Cl A (MA) 0.1 $1.1M +134% 2.7k 393.40
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Ishares Tr Tips Bd Etf (TIP) 0.1 $1.1M +5% 9.8k 107.63
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Merck & Co (MRK) 0.1 $1.0M +46% 9.0k 115.40
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Walt Disney Company (DIS) 0.1 $1.0M -12% 11k 89.28
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.0M 2.3k 442.16
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Pfizer (PFE) 0.1 $1.0M +7% 28k 36.68
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Meta Platforms Cl A (META) 0.1 $1.0M -5% 3.5k 286.98
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Costco Wholesale Corporation (COST) 0.1 $987k +13% 1.8k 538.56
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Verizon Communications (VZ) 0.1 $981k +5% 26k 37.19
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Automatic Data Processing (ADP) 0.1 $971k -19% 4.4k 219.83
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Vanguard World Mega Grwth Ind (MGK) 0.1 $968k +40% 4.1k 235.37
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $961k +11% 6.0k 161.20
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Visa Com Cl A (V) 0.1 $961k -3% 4.0k 237.53
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Dimensional Etf Trust International (DFSI) 0.1 $960k +37% 32k 30.45
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Deere & Company (DE) 0.1 $957k +95% 2.4k 405.25
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Amgen (AMGN) 0.1 $957k -5% 4.3k 222.03
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Waste Management (WM) 0.1 $948k +55% 5.5k 173.44
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $932k +22% 18k 50.57
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At&t (T) 0.1 $927k 58k 15.95
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $924k NEW 9.6k 96.61
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $913k -33% 3.0k 308.63
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $893k 32k 28.29
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $878k 21k 41.73
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $871k +2% 17k 52.43
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Spdr Gold Tr Gold Shs (GLD) 0.0 $866k -10% 4.9k 178.27
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Duke Energy Corp Com New (DUK) 0.0 $865k +119% 9.6k 89.75
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $860k +42% 18k 47.87
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Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $840k +293% 37k 22.90
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UnitedHealth (UNH) 0.0 $837k -2% 1.7k 480.84
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $829k +39% 8.8k 94.29
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Boeing Company (BA) 0.0 $828k -51% 3.9k 211.20
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $797k -26% 11k 70.48
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $792k -24% 25k 32.29
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $780k 3.2k 243.82
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American Centy Etf Tr International Lr (AVIV) 0.0 $777k NEW 16k 48.63
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $766k -92% 14k 53.35
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Chesapeake Utilities Corporation (CPK) 0.0 $743k 6.2k 119.00
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $739k -50% 22k 33.19
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Danaher Corporation (DHR) 0.0 $730k -8% 3.0k 240.05
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Caterpillar (CAT) 0.0 $728k +29% 3.0k 246.05
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ConocoPhillips (COP) 0.0 $720k +14% 7.0k 103.62
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Ishares Tr Select Divid Etf (DVY) 0.0 $719k +7% 6.3k 113.31
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Veritiv Corp - When Issued (VRTV) 0.0 $716k 5.7k 125.61
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Bristol Myers Squibb (BMY) 0.0 $711k +8% 11k 63.95
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Mccormick & Co Com Non Vtg (MKC) 0.0 $703k 8.1k 87.24
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $698k 23k 30.93
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Public Service Enterprise (PEG) 0.0 $697k +20% 11k 62.61
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $693k -6% 13k 55.33
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Aon Shs Cl A (AON) 0.0 $692k -3% 2.0k 345.21
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Talos Energy (TALO) 0.0 $690k NEW 50k 13.87
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $678k +32% 13k 53.81
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $676k +8% 2.5k 275.19
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Comcast Corp Cl A (CMCSA) 0.0 $674k -10% 16k 41.55
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Kimberly-Clark Corporation (KMB) 0.0 $672k +37% 4.9k 138.07
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L3harris Technologies (LHX) 0.0 $664k 3.4k 195.78
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Rbc Cad (RY) 0.0 $661k NEW 6.9k 95.51
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Starbucks Corporation (SBUX) 0.0 $656k +62% 6.6k 99.06
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $635k -3% 1.8k 343.92
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Abbott Laboratories (ABT) 0.0 $629k +35% 5.8k 109.03
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Ishares Tr Global Reit Etf (REET) 0.0 $628k -10% 27k 22.97
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Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $623k -22% 24k 26.54
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Kinder Morgan (KMI) 0.0 $623k 36k 17.22
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $619k +2% 15k 41.45
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Oracle Corporation (ORCL) 0.0 $617k -34% 5.2k 119.09
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Ishares Tr Conser Alloc Etf (AOK) 0.0 $607k +11% 17k 35.24
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Camtek Ord (CAMT) 0.0 $606k 17k 35.63
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $604k +32% 4.5k 134.90
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.0 $604k -16% 19k 31.35
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Heico Corp Cl A (HEI.A) 0.0 $603k NEW 4.3k 140.60
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Northrop Grumman Corporation (NOC) 0.0 $603k +5% 1.3k 455.87
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.0 $597k -17% 24k 24.62
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $585k 12k 49.28
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Ishares Esg Awr Msci Em (ESGE) 0.0 $577k -5% 18k 31.63
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Trust For Professional Man Mairs & Pwr Minn (MINN) 0.0 $576k +14% 26k 21.92
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $573k 10k 57.57
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Colgate-Palmolive Company (CL) 0.0 $565k +9% 7.3k 77.04
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Spdr Ser Tr Russell Low Vol (ONEV) 0.0 $565k NEW 5.2k 108.56
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Cardinal Health (CAH) 0.0 $554k NEW 5.9k 94.57
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General Dynamics Corporation (GD) 0.0 $552k NEW 2.6k 215.15
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $552k +5% 2.2k 254.48
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $549k +59% 24k 22.82
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Coca-Cola Company (KO) 0.0 $537k 8.9k 60.23
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Vanguard World Fds Health Car Etf (VHT) 0.0 $531k +95% 2.2k 244.91
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Philip Morris International (PM) 0.0 $516k -36% 5.3k 97.63
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $512k +9% 3.7k 138.39
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Dimensional Etf Trust Emerging Markets (DFSE) 0.0 $511k +13% 17k 30.44
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Boston Scientific Corporation (BSX) 0.0 $511k 9.4k 54.09
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Southern Company (SO) 0.0 $510k NEW 7.3k 70.25
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Intuitive Surgical Com New (ISRG) 0.0 $509k 1.5k 342.13
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Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.0 $507k NEW 6.1k 83.78
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Consolidated Edison (ED) 0.0 $507k -18% 5.6k 90.41
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Netflix (NFLX) 0.0 $503k -5% 1.1k 440.78
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3M Company (MMM) 0.0 $501k +14% 5.0k 100.09
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $500k -77% 13k 37.69
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Select Sector Spdr Tr Technology (XLK) 0.0 $493k -6% 2.8k 173.89
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $486k +9% 6.5k 75.00
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $478k -28% 20k 23.91
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Enterprise Products Partners (EPD) 0.0 $477k +45% 18k 26.35
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $473k 4.8k 97.61
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Intuit (INTU) 0.0 $468k 1.0k 458.19
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $467k +31% 8.5k 54.98
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Nike CL B (NKE) 0.0 $466k -11% 4.2k 110.37
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Cadence Design Systems (CDNS) 0.0 $457k 1.9k 234.52
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Old Republic International Corporation (ORI) 0.0 $456k NEW 18k 25.17
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Eaton Corp SHS (ETN) 0.0 $453k 2.3k 201.12
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $441k NEW 8.8k 50.17
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McKesson Corporation (MCK) 0.0 $436k +13% 1.0k 427.31
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Illinois Tool Works (ITW) 0.0 $435k +21% 1.7k 250.16
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Medtronic SHS (MDT) 0.0 $432k +10% 4.9k 88.12
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $432k 2.6k 163.65
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $432k +16% 5.5k 78.35
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $428k NEW 5.7k 74.95
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $426k -5% 3.0k 144.26
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Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $424k NEW 8.5k 50.09
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Ford Motor Company (F) 0.0 $423k -17% 28k 15.13
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $420k NEW 5.3k 79.04
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American Electric Power Company (AEP) 0.0 $419k +25% 5.0k 84.21
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Comerica Incorporated (CMA) 0.0 $416k NEW 9.8k 42.36
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Ishares Gold Tr Ishares New (IAU) 0.0 $407k -11% 11k 36.39
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Oneok (OKE) 0.0 $406k +27% 6.6k 61.72
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $406k NEW 6.0k 67.51
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Hp (HPQ) 0.0 $403k 13k 30.71
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Ishares Tr Aggres Alloc Etf (AOA) 0.0 $398k -4% 6.0k 66.35
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Mondelez Intl Cl A (MDLZ) 0.0 $393k +50% 5.4k 72.94
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $392k 6.4k 61.01
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $391k +64% 5.3k 74.34
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $389k -17% 4.0k 97.47
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Exelon Corporation (EXC) 0.0 $384k +5% 9.4k 40.74
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Vanguard Wellington Us Momentum (VFMO) 0.0 $381k NEW 3.1k 121.24
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $380k NEW 1.9k 202.72
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $373k +16% 5.6k 67.09
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BP Sponsored Adr (BP) 0.0 $372k -12% 11k 35.29
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $371k 7.4k 50.22
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $367k -6% 9.1k 40.19
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Thermo Fisher Scientific (TMO) 0.0 $366k -11% 701.00 522.44
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Regions Financial Corporation (RF) 0.0 $366k NEW 21k 17.82
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $362k 4.5k 79.79
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Block Cl A (SQ) 0.0 $361k +14% 5.4k 66.57
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Texas Instruments Incorporated (TXN) 0.0 $359k +25% 2.0k 180.11
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General Electric Com New (GE) 0.0 $355k +11% 3.2k 109.86
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Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $352k 15k 23.76
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $352k -10% 4.8k 72.93
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Ares Capital Corporation (ARCC) 0.0 $351k 19k 18.79
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Dimensional Etf Trust Inflation Prote (DFIP) 0.0 $350k -26% 8.5k 41.31
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Adobe Systems Incorporated (ADBE) 0.0 $348k -94% 712.00 488.99
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $347k -7% 4.9k 71.03
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Mercantile Bank (MBWM) 0.0 $347k 13k 27.62
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Truist Financial Corp equities (TFC) 0.0 $346k NEW 11k 30.35
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $345k 4.7k 73.03
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Ingles Mkts Cl A (IMKTA) 0.0 $344k NEW 4.2k 82.65
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Keurig Dr Pepper (KDP) 0.0 $342k 11k 31.27
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Select Sector Spdr Tr Financial (XLF) 0.0 $339k +6% 10k 33.71
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $339k -7% 14k 24.27
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Ishares Tr Micro-cap Etf (IWC) 0.0 $328k 3.0k 109.31
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $327k 3.2k 100.92
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $327k -90% 1.3k 242.66
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Rambus (RMBS) 0.0 $323k -32% 5.0k 64.17
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $323k +50% 7.5k 43.20
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Huntington Bancshares Incorporated (HBAN) 0.0 $321k +22% 30k 10.78
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Glacier Ban (GBCI) 0.0 $320k +8% 10k 31.17
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $318k -5% 7.2k 44.14
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $318k -18% 5.1k 62.22
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Vanguard World Fds Energy Etf (VDE) 0.0 $312k +2% 2.8k 112.89
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $311k -7% 8.7k 35.65
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Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $311k 4.9k 63.60
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $307k +9% 2.8k 108.17
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Qualcomm (QCOM) 0.0 $303k +43% 2.5k 119.08
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $299k NEW 5.9k 51.14
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Advanced Micro Devices (AMD) 0.0 $299k +6% 2.6k 113.93
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $296k +96% 23k 12.70
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Nuveen Insd Dividend Advantage (NVG) 0.0 $294k +25% 25k 11.70
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Dominion Resources (D) 0.0 $290k -10% 5.6k 51.79
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Bath &#38 Body Works In (BBWI) 0.0 $290k NEW 7.7k 37.50
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $287k 6.9k 41.36
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Ishares Tr Ibonds Dec23 Etf (Principal) (IBDO) 0.0 $284k -42% 11k 25.29
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Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $282k 7.1k 39.59
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Paypal Holdings (PYPL) 0.0 $279k NEW 4.2k 66.74
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Stellus Capital Investment (SCM) 0.0 $279k 20k 14.07
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $274k -19% 5.2k 52.38
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Constellation Energy (CEG) 0.0 $273k 3.0k 91.57
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Broadcom (AVGO) 0.0 $273k NEW 314.00 869.65
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Wells Fargo & Company (WFC) 0.0 $270k +13% 6.3k 42.69
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Emerson Electric (EMR) 0.0 $267k NEW 3.0k 90.42
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Trane Technologies SHS (TT) 0.0 $267k 1.4k 191.26
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Invesco Currencyshares Cdn D CDN DLR SHS (FXC) 0.0 $266k 3.6k 73.91
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $265k NEW 5.0k 53.11
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $264k 1.0k 254.09
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Dimensional Etf Trust Global Real Est (DFGR) 0.0 $260k NEW 11k 24.39
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Ishares Tr Us Hlthcare Etf (IYH) 0.0 $255k NEW 910.00 280.25
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AvalonBay Communities (AVB) 0.0 $255k NEW 1.3k 189.27
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Ishares Silver Tr Ishares (SLV) 0.0 $254k -12% 12k 20.89
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $253k -3% 7.5k 33.77
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Monday SHS (MNDY) 0.0 $253k 1.5k 171.22
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SYSCO Corporation (SYY) 0.0 $253k NEW 3.4k 74.20
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $251k NEW 1.2k 201.66
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Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $251k NEW 7.3k 34.28
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Kroger (KR) 0.0 $251k NEW 5.3k 47.00
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National Health Investors (NHI) 0.0 $250k NEW 4.8k 52.42
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Altria (MO) 0.0 $249k +13% 5.5k 45.30
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $249k -56% 5.0k 50.14
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EQT Corporation (EQT) 0.0 $248k NEW 6.0k 41.13
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $247k 1.6k 155.75
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Novartis Sponsored Adr (NVS) 0.0 $244k +3% 2.4k 100.91
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $243k NEW 2.5k 98.08
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $241k -17% 8.1k 29.90
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Gilead Sciences (GILD) 0.0 $238k +24% 3.1k 77.09
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $237k -11% 12k 19.53
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $232k 820.00 283.20
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Ishares Tr Core Div Grwth (DGRO) 0.0 $232k NEW 4.5k 51.53
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Yum! Brands (YUM) 0.0 $232k -51% 1.7k 138.58
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $231k -37% 11k 21.04
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Nushares Etf Tr Esg Large Cap (NULC) 0.0 $230k -10% 6.3k 36.27
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First Trust Enhanced Equity Income Fund (FFA) 0.0 $228k 13k 17.53
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Toro Company (TTC) 0.0 $227k +3% 2.2k 101.65
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $227k NEW 771.00 294.09
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Citigroup Com New (C) 0.0 $224k NEW 4.9k 46.05
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Quest Diagnostics Incorporated (DGX) 0.0 $223k +11% 1.6k 140.56
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CSX Corporation (CSX) 0.0 $221k NEW 6.5k 34.10
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Marathon Petroleum Corp (MPC) 0.0 $221k -2% 1.9k 116.61
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $220k -23% 4.6k 48.06
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Snap-on Incorporated (SNA) 0.0 $218k NEW 758.00 288.19
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Dupont De Nemours (DD) 0.0 $218k NEW 3.1k 71.46
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $218k NEW 7.6k 28.79
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Marathon Oil Corporation (MRO) 0.0 $215k 9.3k 23.02
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Enbridge (ENB) 0.0 $214k NEW 5.7k 37.15
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $213k -9% 5.8k 36.99