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Buckingham Strategic Partners

Latest statistics and disclosures from Buckingham Strategic Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, ITOT, DFAT, DFIV, VGIT, and represent 38.00% of Buckingham Strategic Partners's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$41M), VGIT (+$22M), IDEV (+$18M), BSVO (+$15M), VTI (+$14M), VTIP (+$14M), BSV (+$13M), FVD (+$8.3M), IEMG (+$6.6M), AVDV (+$6.1M).
Started 58 new stock positions in DGRO, SCHG, OZK, EMR, ZTS, CWB, SOXX, CSX, SNA, AVGO.
Reduced shares in these 10 stocks: AAPL (-$14M), AVLV (-$9.1M), DFAC (-$7.9M), IUSG (-$7.2M), AVDE (-$6.7M), , ADBE (-$5.5M), IWO, , BRK.B.
Sold out of its positions in ABBNY, ATI, AVDE, AME, ADI, LNG, CMC, DSKE, XRAY, DIHP.
Buckingham Strategic Partners was a net buyer of stock by $191M.
Buckingham Strategic Partners has $1.8B in assets under management (AUM), dropping by 16.14%.
Central Index Key (CIK): 0001868872

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