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 973 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Focus Partners Advisor Solutions has 973 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 8.2 $540M 16M 32.99
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Ishares Tr Core S&p Ttl Stk (ITOT) 7.5 $496M +10% 4.1M 122.01
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Ea Series Trust Ea Bridgeway Omn (BSVO) 5.2 $344M +4% 18M 19.44
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.9 $323M +14% 5.4M 59.40
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.8 $253M 4.9M 51.49
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.8 $251M +14% 3.6M 69.74
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Dimensional Etf Trust Internatnal Val (DFIV) 3.3 $220M +4% 5.6M 39.36
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Ishares Tr Core Msci Intl (IDEV) 3.2 $211M +13% 3.1M 68.89
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Dimensional Etf Trust Us Mktwide Value (DFUV) 2.9 $192M +2% 4.7M 41.21
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Dimensional Etf Trust Short Duration F (DFSD) 2.5 $166M +16% 3.5M 47.52
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.5 $162M +18% 6.1M 26.46
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.4 $160M +19% 3.2M 49.90
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.0 $129M +28% 1.5M 87.17
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Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $119M +14% 2.0M 60.48
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Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $117M +32% 426k 274.84
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.6 $105M +3% 4.0M 26.20
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Apple (AAPL) 1.5 $99M +19% 445k 222.13
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Dimensional Etf Trust Us High Profitab (DUHP) 1.0 $69M +21% 2.1M 33.14
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.0 $68M +4% 2.3M 29.12
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Dimensional Etf Trust Intl High Profit (DIHP) 0.8 $55M +23% 2.0M 26.94
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $51M -2% 1.9M 26.58
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Microsoft Corporation (MSFT) 0.8 $50M 134k 375.40
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $48M +11% 617k 78.28
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $47M +9% 790k 59.75
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Ishares Core Msci Emkt (IEMG) 0.7 $44M +3% 808k 53.97
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $42M -4% 1.7M 25.04
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $41M 1.5M 27.96
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $39M +28% 1.3M 31.23
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NVIDIA Corporation (NVDA) 0.6 $39M +13% 359k 108.38
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Lpl Financial Holdings (LPLA) 0.6 $37M +8% 113k 327.14
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $37M +63% 768k 47.57
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $37M +28% 949k 38.44
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $33M 644k 50.83
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Dimensional Etf Trust Global Real Est (DFGR) 0.5 $31M +9% 1.2M 26.26
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Amazon (AMZN) 0.4 $29M +17% 152k 190.27
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $29M +14% 311k 92.38
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $28M +36% 981k 28.15
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $27M +5% 50k 532.58
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $26M +5% 141k 186.29
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Stryker Corporation (SYK) 0.4 $26M 69k 372.25
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $24M +13% 848k 27.77
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $23M +5% 387k 60.17
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Ishares Tr Eafe Value Etf (EFV) 0.3 $22M 369k 58.94
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $20M -2% 1.0M 19.78
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $19M +18% 716k 25.89
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $19M +6% 315k 58.69
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JPMorgan Chase & Co. (JPM) 0.3 $18M +12% 75k 245.30
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Vanguard Index Fds Value Etf (VTV) 0.3 $17M +20% 101k 172.74
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Meta Platforms Cl A (META) 0.3 $17M +8% 30k 576.38
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $17M +14% 259k 66.27
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $17M +15% 33k 513.91
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $17M +69% 259k 65.21
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $17M +13% 76k 221.75
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $17M +5% 30k 561.91
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $16M +8% 175k 90.54
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $16M +3% 347k 45.26
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $15M +30% 247k 62.10
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $15M +8% 151k 100.67
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Exxon Mobil Corporation (XOM) 0.2 $15M 127k 118.93
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Vanguard Index Fds Growth Etf (VUG) 0.2 $15M +7% 40k 370.83
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $14M +10% 390k 35.81
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $14M +3% 72k 193.99
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Alphabet Cap Stk Cl C (GOOG) 0.2 $14M +75% 88k 156.23
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $14M +10% 29k 468.92
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Pepsi (PEP) 0.2 $13M +4% 86k 149.94
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Eli Lilly & Co. (LLY) 0.2 $13M +27% 16k 825.91
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Visa Com Cl A (V) 0.2 $13M +8% 36k 350.45
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $12M 484k 25.22
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Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.2 $12M 410k 29.58
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.2 $12M +71% 284k 42.06
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Broadcom (AVGO) 0.2 $12M +8% 71k 167.44
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $12M 101k 118.14
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $12M +73% 156k 73.45
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Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.2 $11M 354k 31.65
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $11M +8% 69k 154.64
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $11M +20% 140k 76.57
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $11M +50% 19k 559.42
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Costco Wholesale Corporation (COST) 0.2 $10M +11% 11k 945.76
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Wal-Mart Stores (WMT) 0.2 $10M +28% 116k 87.79
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $10M +5% 28k 361.10
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $10M -18% 432k 23.16
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American Centy Etf Tr International Lr (AVIV) 0.2 $9.9M +8% 175k 56.68
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Chevron Corporation (CVX) 0.1 $9.5M +6% 57k 167.29
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $9.2M +7% 303k 30.31
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $9.1M +10% 249k 36.41
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Tesla Motors (TSLA) 0.1 $8.6M +15% 33k 259.18
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Home Depot (HD) 0.1 $8.6M +13% 24k 366.48
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $8.6M +388% 189k 45.65
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $8.3M +4% 55k 150.98
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $8.3M -7% 106k 78.40
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $8.2M +6% 33k 251.77
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $8.2M -4% 144k 57.14
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Ishares Tr National Mun Etf (MUB) 0.1 $8.0M +35% 76k 105.44
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $7.8M +65% 15k 533.51
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $7.5M 149k 50.42
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Oracle Corporation (ORCL) 0.1 $7.4M +15% 53k 139.81
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $7.3M 89k 82.94
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International Business Machines (IBM) 0.1 $7.3M 29k 248.67
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Abbvie (ABBV) 0.1 $7.2M -8% 34k 209.52
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UnitedHealth (UNH) 0.1 $7.0M +23% 13k 523.74
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $6.9M 83k 82.73
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Eaton Corp SHS (ETN) 0.1 $6.7M +8% 25k 271.83
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Johnson & Johnson (JNJ) 0.1 $6.7M +22% 41k 165.83
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Procter & Gamble Company (PG) 0.1 $6.7M +4% 39k 170.42
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Mastercard Incorporated Cl A (MA) 0.1 $6.6M +8% 12k 548.11
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $6.4M 125k 51.07
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New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $6.1M 253k 23.97
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.1M 52k 117.49
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Vanguard World Mega Grwth Ind (MGK) 0.1 $6.0M +21% 20k 308.88
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Ishares Tr Core Msci Total (IXUS) 0.1 $6.0M +4% 86k 69.81
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $6.0M +17% 60k 98.92
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $5.9M +27% 34k 173.23
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $5.8M +4% 36k 160.54
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $5.8M +41% 74k 78.94
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $5.8M -17% 88k 65.76
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Bank of America Corporation (BAC) 0.1 $5.7M +11% 137k 41.73
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $5.5M +130% 200k 27.39
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $5.3M +5% 84k 63.53
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $5.3M -8% 50k 105.60
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Lockheed Martin Corporation (LMT) 0.1 $5.3M +13% 12k 446.71
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ConocoPhillips (COP) 0.1 $5.3M +41% 50k 105.01
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Verizon Communications (VZ) 0.1 $5.2M -5% 115k 45.36
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Merck & Co (MRK) 0.1 $5.2M +28% 58k 89.76
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PNC Financial Services (PNC) 0.1 $5.2M +28% 29k 175.77
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Cisco Systems (CSCO) 0.1 $5.1M +20% 83k 61.71
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $5.1M +3% 84k 60.66
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $5.0M 40k 125.97
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $5.0M +2% 151k 33.24
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Coca-Cola Company (KO) 0.1 $5.0M +7% 70k 71.62
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $5.0M +4% 66k 75.65
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Vanguard Wellington Short Trm Tax Ex (VTES) 0.1 $4.9M 49k 100.51
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $4.9M +28% 113k 43.70
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $4.9M +3% 64k 76.50
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $4.9M -20% 180k 27.26
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Netflix (NFLX) 0.1 $4.9M +9% 5.2k 932.69
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $4.9M +13% 101k 48.40
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Walt Disney Company (DIS) 0.1 $4.8M +12% 48k 98.70
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $4.7M +15% 24k 199.49
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $4.7M +6% 100k 47.16
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $4.6M +28% 97k 47.53
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Philip Morris International (PM) 0.1 $4.6M +14% 29k 158.73
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.6M +11% 79k 58.35
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Ishares Gold Tr Ishares New (IAU) 0.1 $4.6M +223% 78k 58.96
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $4.6M +23% 24k 188.17
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $4.5M +86% 57k 79.86
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Us Bancorp Del Com New (USB) 0.1 $4.5M +4% 106k 42.22
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $4.4M -5% 53k 83.00
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $4.4M -6% 86k 51.18
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Caterpillar (CAT) 0.1 $4.3M +12% 13k 329.82
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.3M +44% 33k 128.96
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $4.3M +13% 198k 21.53
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $4.2M +11% 37k 115.60
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Union Pacific Corporation (UNP) 0.1 $4.2M -19% 18k 236.24
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Ge Aerospace Com New (GE) 0.1 $4.2M +33% 21k 200.16
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $4.2M +183% 176k 23.77
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National Bk Hldgs Corp Cl A (NBHC) 0.1 $4.1M 107k 38.27
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $4.0M +33% 13k 317.65
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General Dynamics Corporation (GD) 0.1 $4.0M +237% 15k 272.59
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At&t (T) 0.1 $3.8M 133k 28.28
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $3.7M -3% 55k 68.01
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Pfizer (PFE) 0.1 $3.7M +16% 145k 25.34
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Wells Fargo & Company (WFC) 0.1 $3.7M +3% 51k 71.79
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $3.7M +30% 141k 25.84
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Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $3.6M 67k 54.02
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Automatic Data Processing (ADP) 0.1 $3.6M +19% 12k 305.53
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Dimensional Etf Trust International (DFSI) 0.1 $3.6M +26% 103k 34.89
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $3.5M +4% 70k 50.00
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Raytheon Technologies Corp (RTX) 0.1 $3.5M +50% 27k 132.46
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.5M +127% 72k 48.82
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.5M +4% 13k 258.63
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $3.5M +61% 72k 48.35
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Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $3.5M +4% 53k 66.00
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $3.4M +3% 70k 49.52
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Adobe Systems Incorporated (ADBE) 0.0 $3.2M +43% 8.4k 383.53
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Texas Instruments Incorporated (TXN) 0.0 $3.2M 18k 179.71
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $3.2M +100% 4.00 798441.50
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Palo Alto Networks (PANW) 0.0 $3.2M +72% 19k 170.65
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $3.2M 39k 81.73
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Duke Energy Corp Com New (DUK) 0.0 $3.2M +9% 26k 121.97
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $3.2M +21% 68k 46.74
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salesforce (CRM) 0.0 $3.1M +4% 12k 268.36
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $3.1M +7% 30k 104.57
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Altria (MO) 0.0 $3.1M -10% 52k 60.02
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Northrop Grumman Corporation (NOC) 0.0 $3.1M +52% 6.1k 512.07
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $3.1M +102% 18k 170.89
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Waste Management (WM) 0.0 $3.1M +6% 13k 231.53
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Blackrock (BLK) 0.0 $3.1M +4% 3.2k 946.50
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Spdr Gold Tr Gold Shs (GLD) 0.0 $3.0M -48% 10k 288.14
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3M Company (MMM) 0.0 $3.0M +24% 20k 146.86
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $3.0M +37% 9.5k 312.05
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Deere & Company (DE) 0.0 $3.0M 6.3k 469.39
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Fortinet (FTNT) 0.0 $3.0M +68% 31k 96.26
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Southern Company (SO) 0.0 $2.9M +4% 32k 91.95
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $2.9M 15k 190.58
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Advanced Micro Devices (AMD) 0.0 $2.9M +125% 28k 102.74
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Vanguard World Inf Tech Etf (VGT) 0.0 $2.9M +18% 5.3k 542.46
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.0 $2.9M -8% 57k 50.73
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Booking Holdings (BKNG) 0.0 $2.9M +36% 622.00 4610.59
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Fs Kkr Capital Corp (FSK) 0.0 $2.9M +32% 137k 20.95
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Marriott Intl Cl A (MAR) 0.0 $2.8M -10% 12k 238.20
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $2.8M +89% 52k 54.76
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Ishares Tr Residential Mult (REZ) 0.0 $2.8M +24% 32k 86.42
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Ishares Tr Msci Usa Value (VLUE) 0.0 $2.8M -2% 26k 106.65
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Ishares Tr Core 60/40 Balan (AOR) 0.0 $2.8M +12% 48k 57.57
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $2.7M +188% 59k 46.31
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Amgen (AMGN) 0.0 $2.7M +2% 8.8k 311.57
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $2.7M 57k 47.60
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $2.7M 30k 92.29
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $2.7M 88k 31.02
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $2.7M +288% 29k 93.66
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $2.7M +11% 75k 35.88
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TJX Companies (TJX) 0.0 $2.7M +13% 22k 121.79
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First Horizon National Corporation (FHN) 0.0 $2.7M NEW 138k 19.42
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $2.7M +6% 68k 39.37
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $2.6M -2% 260k 10.14
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Ishares Tr Select Divid Etf (DVY) 0.0 $2.6M +21% 20k 134.30
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $2.6M +325% 76k 34.25
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Palantir Technologies Cl A (PLTR) 0.0 $2.6M +16% 31k 84.40
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $2.5M -13% 28k 92.83
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Abbott Laboratories (ABT) 0.0 $2.5M -5% 19k 132.65
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UMB Financial Corporation (UMBF) 0.0 $2.5M NEW 25k 101.10
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Thermo Fisher Scientific (TMO) 0.0 $2.5M +10% 5.1k 497.63
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Boeing Company (BA) 0.0 $2.5M +33% 15k 170.56
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.0 $2.5M +45% 50k 50.28
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $2.5M 10k 244.64
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Ishares Tr Msci Intl Qualty (IQLT) 0.0 $2.5M +24% 62k 39.69
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $2.5M +97% 57k 43.01
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $2.4M +15% 47k 51.50
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Select Sector Spdr Tr Technology (XLK) 0.0 $2.4M +4% 12k 206.50
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Allegheny Technologies Incorporated (ATI) 0.0 $2.4M -10% 46k 52.03
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Ishares Tr Short Treas Bd (SHV) 0.0 $2.4M -8% 22k 110.46
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $2.4M +78% 19k 121.91
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $2.3M 24k 97.48
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Travelers Companies (TRV) 0.0 $2.3M +54% 8.8k 264.47
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Lowe's Companies (LOW) 0.0 $2.3M -15% 10k 233.25
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American Express Company (AXP) 0.0 $2.3M +10% 8.6k 269.07
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $2.3M +16% 56k 40.46
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Casey's General Stores (CASY) 0.0 $2.3M +56% 5.2k 434.06
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $2.2M +69% 43k 52.52
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Illinois Tool Works (ITW) 0.0 $2.2M +14% 8.9k 248.01
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Ishares Tr Tips Bd Etf (TIP) 0.0 $2.2M +4% 20k 111.09
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $2.2M +14% 19k 115.95
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $2.2M -14% 44k 49.62
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Comcast Corp Cl A (CMCSA) 0.0 $2.2M +51% 59k 36.90
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United Parcel Service CL B (UPS) 0.0 $2.2M +24% 20k 109.99
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $2.2M 13k 166.00
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Nextera Energy (NEE) 0.0 $2.1M -16% 30k 70.89
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Citigroup Com New (C) 0.0 $2.1M +60% 30k 70.99
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Chubb (CB) 0.0 $2.1M +44% 7.0k 302.00
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $2.1M +35% 62k 34.20
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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