Cassady Schiller Wealth Management
Latest statistics and disclosures from Cassady Schiller Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VOO, PG, VUG, NEAR, and represent 39.76% of Cassady Schiller Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NEAR, DFAE, VUG, VTV, VOO, IWB, MGV, VOT, NFLX, VEA.
- Started 14 new stock positions in FRCB, MILN, HLTC, GNRC, SDZNY, ARCC, FSM, MGV, NATL, NLOP. DISV, VLTO, UVRBF, SPLG.
- Reduced shares in these 10 stocks: EELV, USB, , DFAS, IJS, FITB, PG, MUB, SCHV, VCSH.
- Sold out of its positions in AMT, AVB, BKNG, COF, CIVB, DE, DXCM, EIX, HHDS, PBW.
- Cassady Schiller Wealth Management was a net buyer of stock by $904k.
- Cassady Schiller Wealth Management has $199M in assets under management (AUM), dropping by 10.45%.
- Central Index Key (CIK): 0001904425
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Portfolio Holdings for Cassady Schiller Wealth Management
Cassady Schiller Wealth Management holds 436 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Value ETF Etf (VTV) | 16.6 | $33M | +3% | 221k | 149.50 |
|
| Vanguard S&P 500 Etf Etf (VOO) | 7.7 | $15M | +6% | 35k | 436.80 |
|
| Procter & Gamble Company (PG) | 6.3 | $13M | -2% | 85k | 146.55 |
|
| Vanguard Growth Etf Etf (VUG) | 6.0 | $12M | +11% | 38k | 310.88 |
|
| iShares Short Maturity Bond ETF Etf (NEAR) | 3.2 | $6.4M | +51% | 127k | 50.52 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 2.5 | $4.9M | +3% | 34k | 145.01 |
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| Dimensional Etf Trust (DFAC) | 2.3 | $4.5M | 154k | 29.23 |
|
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| Schwab U S Broad Market ETF (SCHB) | 2.2 | $4.5M | 80k | 55.67 |
|
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| Apple (AAPL) | 2.2 | $4.4M | 23k | 192.63 |
|
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| U.S. Bancorp (USB) | 2.0 | $4.0M | -25% | 92k | 43.28 |
|
| iShares Russell 3000 Index (IWV) | 1.8 | $3.6M | 13k | 273.74 |
|
|
| Cintas Corporation (CTAS) | 1.8 | $3.6M | 6.0k | 602.65 |
|
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| Vanguard Mid-Cap Growth ETF (VOT) | 1.7 | $3.4M | +10% | 15k | 219.57 |
|
| iShares S&P 500 Index (IVV) | 1.6 | $3.1M | 6.6k | 477.64 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $2.8M | 7.3k | 376.05 |
|
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| Illinois Tool Works (ITW) | 1.4 | $2.7M | 11k | 261.94 |
|
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| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.3 | $2.5M | 68k | 37.22 |
|
|
| Dimensional Etf Trust (DFUS) | 1.1 | $2.2M | 42k | 51.83 |
|
|
| Fidelity Total Bond ETF Etf (FBND) | 1.1 | $2.1M | +2% | 47k | 46.04 |
|
| Dimensional Emerg Core Eqy Mrkt Etf Etf (DFAE) | 1.1 | $2.1M | +1176% | 88k | 24.11 |
|
| Schwab 1000 ETF Etf (SCHK) | 1.0 | $2.1M | 45k | 46.05 |
|
|
| iShares Russell 1000 ETF Etf (IWB) | 1.0 | $2.0M | +45% | 7.6k | 262.26 |
|
| Dimensional Etf Trust (DFAT) | 1.0 | $2.0M | 37k | 52.33 |
|
|
| Vanguard Small-Cap Value ETF (VBR) | 0.9 | $1.7M | 9.6k | 179.97 |
|
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| Schwab Strategic Tr cmn (SCHV) | 0.9 | $1.7M | -8% | 24k | 70.10 |
|
| iShares S&P SmallCap 600 Value Idx (IJS) | 0.8 | $1.7M | -27% | 16k | 103.07 |
|
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 0.8 | $1.7M | +3% | 20k | 82.96 |
|
| Schwab International Equity ETF Etf (SCHF) | 0.7 | $1.4M | 39k | 36.96 |
|
|
| Spdr S&p 500 Etf (SPY) | 0.7 | $1.4M | 3.0k | 475.38 |
|
|
| Vanguard Europe Pacific ETF (VEA) | 0.7 | $1.4M | +14% | 29k | 47.90 |
|
| iShares MSCI EAFE Index Fund (EFA) | 0.7 | $1.4M | 18k | 75.35 |
|
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| Vanguard Total International Stock ETF Etf (VXUS) | 0.7 | $1.3M | 23k | 57.96 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.3M | 8.3k | 156.09 |
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| Automatic Data Processing (ADP) | 0.6 | $1.3M | 5.5k | 232.97 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.6 | $1.2M | 11k | 105.23 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.2M | 4.9k | 237.24 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.6 | $1.1M | -7% | 5.3k | 213.35 |
|
| Dimensional Etf Trust (DFAS) | 0.5 | $1.1M | -45% | 18k | 59.62 |
|
| SYSCO Corporation (SYY) | 0.5 | $1.0M | 14k | 73.13 |
|
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.5 | $1.0M | -11% | 13k | 77.37 |
|
| iShares Russell Midcap Growth Idx. (IWP) | 0.4 | $864k | 8.3k | 104.46 |
|
|
| Fifth Third Ban (FITB) | 0.4 | $784k | -37% | 23k | 34.56 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $778k | 7.2k | 108.24 |
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|
| Cincinnati Financial Corporation (CINF) | 0.4 | $744k | +3% | 7.4k | 100.33 |
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| Alphabet Inc Class A cs (GOOGL) | 0.4 | $733k | 5.3k | 139.69 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $704k | 7.0k | 99.98 |
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| Chevron Corporation (CVX) | 0.3 | $695k | 4.7k | 149.17 |
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| Pepsi (PEP) | 0.3 | $689k | 4.1k | 169.59 |
|
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| SPDR S&P 600 Small Cap Value ETF Etf (SLYV) | 0.3 | $661k | 7.9k | 83.31 |
|
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| Hubbell (HUBB) | 0.3 | $658k | 2.0k | 328.93 |
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| Vanguard Emerging Markets ETF (VWO) | 0.3 | $643k | +28% | 16k | 41.10 |
|
| Vanguard Total Bond Market ETF (BND) | 0.3 | $607k | 8.2k | 73.55 |
|
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| Amazon (AMZN) | 0.3 | $569k | 3.7k | 151.94 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $562k | 3.3k | 170.10 |
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| Abbott Laboratories (ABT) | 0.3 | $536k | 4.9k | 110.07 |
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| iShares Russell 1000 Value ETF Etf (IWD) | 0.3 | $526k | +2% | 3.2k | 165.26 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $524k | 4.7k | 111.62 |
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| iShares Edge MSCI USA Quality Factor ETF Etf (QUAL) | 0.3 | $523k | 3.6k | 147.13 |
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| Visa (V) | 0.3 | $522k | 2.0k | 260.35 |
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| W.W. Grainger (GWW) | 0.3 | $517k | 623.00 | 829.03 |
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| Intuitive Surgical (ISRG) | 0.3 | $508k | -4% | 1.5k | 337.36 |
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| Berkshire Hathaway (BRK.B) | 0.2 | $497k | 1.4k | 356.66 |
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| Republic Services (RSG) | 0.2 | $486k | 2.9k | 164.91 |
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| Ishares Core S&P Etf Etf (IJH) | 0.2 | $463k | 1.7k | 277.14 |
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| Abbvie (ABBV) | 0.2 | $453k | -4% | 2.9k | 154.97 |
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| Hillenbrand (HI) | 0.2 | $442k | 9.2k | 47.85 |
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| Vanguard Mega Cap Value ETF Etf (MGV) | 0.2 | $438k | NEW | 4.0k | 109.37 |
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| PNC Financial Services (PNC) | 0.2 | $429k | -18% | 2.8k | 154.85 |
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| Invesco S&P Emerging Markets Low Vol ETF Etf (EELV) | 0.2 | $395k | -85% | 16k | 24.04 |
|
| Home Depot (HD) | 0.2 | $387k | 1.1k | 346.59 |
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| iShares S&P 500 Value Index (IVE) | 0.2 | $377k | 2.2k | 173.87 |
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| Lowe's Companies (LOW) | 0.2 | $346k | 1.6k | 222.61 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $341k | 1.8k | 189.47 |
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| iShares Russell 2000 Value Index (IWN) | 0.2 | $340k | 2.2k | 155.33 |
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| Dimensional Etf Trust (DFIV) | 0.2 | $333k | 9.7k | 34.36 |
|
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| Vanguard Intermediate Corp Bd ETF Etf (VCIT) | 0.2 | $309k | -10% | 3.8k | 81.29 |
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| Anthem (ELV) | 0.2 | $307k | -28% | 651.00 | 471.56 |
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| Vanguard REIT ETF (VNQ) | 0.2 | $307k | -20% | 3.5k | 88.36 |
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| McDonald's Corporation (MCD) | 0.1 | $294k | +4% | 991.00 | 296.37 |
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| Vanguard Information Technology ETF Etf (VGT) | 0.1 | $290k | 600.00 | 484.00 |
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| Energy Select Sector SPDR (XLE) | 0.1 | $287k | 3.4k | 83.84 |
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| SPDR S&P MidCap 400 ETF Etf (MDY) | 0.1 | $285k | 561.00 | 507.38 |
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| Cisco Systems (CSCO) | 0.1 | $280k | 5.6k | 50.52 |
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| iShares Dow Jones US Technology (IYW) | 0.1 | $277k | 2.3k | 122.78 |
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| Coca-Cola Company (KO) | 0.1 | $269k | +5% | 4.6k | 58.94 |
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| NVIDIA Corporation (NVDA) | 0.1 | $267k | 539.00 | 495.38 |
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| Nextera Energy (NEE) | 0.1 | $265k | 4.4k | 60.74 |
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| SPDR S&P Natural Resources ETF Etf (GNR) | 0.1 | $255k | 4.5k | 56.65 |
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| Danaher Corporation (DHR) | 0.1 | $255k | 1.1k | 231.34 |
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| Eli Lilly & Co. (LLY) | 0.1 | $253k | +23% | 434.00 | 582.92 |
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| Kroger (KR) | 0.1 | $252k | 5.5k | 45.71 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $240k | 4.3k | 56.14 |
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| iShares S&P 500 Growth Index (IVW) | 0.1 | $239k | 3.2k | 75.11 |
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| Proshares Tr S&p 500 Aristo (NOBL) | 0.1 | $238k | 2.5k | 95.20 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $236k | 626.00 | 376.76 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $230k | +6% | 1.1k | 200.74 |
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| Ishares Tr core div grwth (DGRO) | 0.1 | $229k | 4.3k | 53.72 |
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| Truist Financial Corp equities (TFC) | 0.1 | $228k | 6.2k | 36.92 |
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| Vanguard Mid Cap Etf IV Etf (VO) | 0.1 | $227k | +4% | 976.00 | 232.76 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $227k | 2.1k | 107.49 |
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| American Financial (AFG) | 0.1 | $227k | 1.9k | 118.88 |
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| iShares California Muni Bond ETF Etf (CMF) | 0.1 | $213k | 3.7k | 57.94 |
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| iShares S&P 100 Index (OEF) | 0.1 | $212k | 949.00 | 223.39 |
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| Oracle Corporation (ORCL) | 0.1 | $212k | 2.0k | 105.43 |
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| iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM) | 0.1 | $207k | 1.3k | 156.89 |
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| Dimensional Us Core Equity Markt Etf Etf (DFAU) | 0.1 | $207k | 6.2k | 33.25 |
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| Alphabet Inc Class C cs (GOOG) | 0.1 | $206k | 1.5k | 140.93 |
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| Facebook Inc cl a (META) | 0.1 | $205k | 580.00 | 353.96 |
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| Netflix (NFLX) | 0.1 | $197k | +19862% | 5.4k | 36.59 |
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| iShares MSCI EAFE Value Index (EFV) | 0.1 | $193k | 3.7k | 52.10 |
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| Walt Disney Company (DIS) | 0.1 | $188k | +4% | 2.2k | 86.90 |
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| iShares Russell Midcap Index Fund (IWR) | 0.1 | $187k | 2.4k | 77.72 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $186k | 4.6k | 40.21 |
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| Accenture Plc Cl A Cl A (ACN) | 0.1 | $186k | 529.00 | 350.91 |
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| Merck & Co (MRK) | 0.1 | $183k | -3% | 1.7k | 109.02 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $180k | 2.6k | 70.35 |
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| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $178k | 2.9k | 61.91 |
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| Costco Wholesale Corporation (COST) | 0.1 | $178k | 269.00 | 660.08 |
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| Park-Ohio Holdings (PKOH) | 0.1 | $175k | 6.5k | 26.96 |
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| Advanced Micro Devices (AMD) | 0.1 | $175k | 1.2k | 147.41 |
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| Technology SPDR (XLK) | 0.1 | $173k | 900.00 | 192.48 |
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| CSX Corporation (CSX) | 0.1 | $171k | 4.9k | 34.67 |
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| iShares Russell 1000 Growth Index (IWF) | 0.1 | $168k | 554.00 | 302.94 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $166k | -49% | 1.5k | 108.41 |
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| Dimensional Etf Trust (DFAX) | 0.1 | $164k | 6.7k | 24.42 |
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| iShares Lehman Aggregate Bond (AGG) | 0.1 | $157k | 1.6k | 99.25 |
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| American Electric Power Company (AEP) | 0.1 | $156k | 1.9k | 81.22 |
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| Bristol Myers Squibb (BMY) | 0.1 | $154k | -9% | 3.0k | 51.31 |
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| Vanguard Mega Cap Growth ETF Etf (MGK) | 0.1 | $148k | 571.00 | 259.51 |
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| Biogen Idec (BIIB) | 0.1 | $141k | 546.00 | 258.77 |
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| Norfolk Southern (NSC) | 0.1 | $140k | 591.00 | 236.38 |
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| Hess (HES) | 0.1 | $138k | 955.00 | 144.16 |
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| Pfizer (PFE) | 0.1 | $129k | +5% | 4.5k | 28.79 |
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| Adams Express Company (ADX) | 0.1 | $124k | 7.0k | 17.71 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $124k | 1.5k | 84.15 |
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| Broadridge Financial Solutions (BR) | 0.1 | $124k | 600.00 | 205.75 |
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| iShares MSCI USA Equal Weighted ETF Etf (EUSA) | 0.1 | $120k | +49% | 1.4k | 84.44 |
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| Tesla Motors (TSLA) | 0.1 | $118k | 476.00 | 248.48 |
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| UnitedHealth (UNH) | 0.1 | $115k | 219.00 | 526.47 |
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| Honeywell International (HON) | 0.1 | $115k | 548.00 | 209.71 |
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| General Electric (GE) | 0.1 | $113k | 888.00 | 127.63 |
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| Vanguard Health Care ETF (VHT) | 0.1 | $113k | 450.00 | 250.70 |
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| Upstart Hldgs (UPST) | 0.1 | $112k | +23% | 2.7k | 40.86 |
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| MasterCard Incorporated (MA) | 0.1 | $111k | 260.00 | 426.51 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $111k | 648.00 | 170.46 |
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| Comcast Corporation (CMCSA) | 0.1 | $109k | -16% | 2.6k | 42.25 |
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| Unilever (UL) | 0.1 | $107k | 2.2k | 48.48 |
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| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $104k | +112% | 430.00 | 241.95 |
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| Carrier Global Corporation (CARR) | 0.1 | $101k | 1.8k | 57.44 |
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| Union Pacific Corporation (UNP) | 0.1 | $101k | 409.00 | 245.62 |
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| iShares Global REIT Etf (REET) | 0.1 | $100k | 4.1k | 24.18 |
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| salesforce (CRM) | 0.0 | $96k | 365.00 | 263.14 |
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| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $95k | -40% | 1.5k | 65.06 |
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| United Parcel Service (UPS) | 0.0 | $92k | 584.00 | 157.19 |
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| PIMCO Enhanced Short Maturity Active ETF Etf (MINT) | 0.0 | $92k | 918.00 | 99.82 |
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| Caterpillar (CAT) | 0.0 | $89k | 300.00 | 295.67 |
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| Insight Enterprises (NSIT) | 0.0 | $89k | 500.00 | 177.19 |
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| Novartis (NVS) | 0.0 | $88k | 876.00 | 100.97 |
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| Ishares Tr Sh Tr Crport Etf Etf (IGSB) | 0.0 | $87k | 1.7k | 51.28 |
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| iShares Russell Midcap Value Index (IWS) | 0.0 | $86k | +16% | 743.00 | 116.26 |
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| Emerson Electric (EMR) | 0.0 | $85k | -18% | 875.00 | 97.33 |
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| American Express Company (AXP) | 0.0 | $85k | 451.00 | 187.34 |
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| Edwards Lifesciences (EW) | 0.0 | $84k | 1.1k | 76.25 |
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| Broadcom (AVGO) | 0.0 | $80k | 72.00 | 1116.25 |
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| Aon (AON) | 0.0 | $80k | 275.00 | 291.02 |
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| Lamar Advertising Co-a (LAMR) | 0.0 | $80k | 750.00 | 106.28 |
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| Williams Companies (WMB) | 0.0 | $79k | 2.3k | 34.83 |
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| Chubb (CB) | 0.0 | $78k | 347.00 | 226.00 |
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| Ishares Tr usa min vo (USMV) | 0.0 | $78k | 996.00 | 78.03 |
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| iShares U.S. Energy ETF Etf (IYE) | 0.0 | $77k | 1.8k | 44.12 |
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| Wec Energy Group (WEC) | 0.0 | $75k | 887.00 | 84.17 |
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| ConocoPhillips (COP) | 0.0 | $74k | 636.00 | 116.07 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $74k | -20% | 160.00 | 460.70 |
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| J.M. Smucker Company (SJM) | 0.0 | $73k | +386% | 511.00 | 142.34 |
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| LCNB (LCNB) | 0.0 | $72k | 4.6k | 15.77 |
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| Intel Corporation (INTC) | 0.0 | $72k | 1.4k | 50.24 |
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| Sherwin-Williams Company (SHW) | 0.0 | $71k | 228.00 | 311.90 |
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| Duke Energy (DUK) | 0.0 | $69k | -7% | 714.00 | 97.07 |
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| Eaton (ETN) | 0.0 | $68k | 283.00 | 240.82 |
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| Delta Air Lines (DAL) | 0.0 | $66k | +3% | 1.6k | 40.23 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $66k | 145.00 | 453.24 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $66k | -17% | 732.00 | 89.51 |
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| Dimensional Intern Core Eqt Mkt Etf Etf (DFAI) | 0.0 | $64k | +5% | 2.2k | 28.64 |
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| Amgen (AMGN) | 0.0 | $63k | 219.00 | 288.02 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $62k | 478.00 | 129.49 |
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| Goldman Sachs (GS) | 0.0 | $62k | 160.00 | 385.77 |
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| Spdr S&P Dividend Etf IV Etf (SDY) | 0.0 | $60k | 477.00 | 124.97 |
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| Qualcomm (QCOM) | 0.0 | $60k | 412.00 | 144.63 |
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| SYNNEX Corporation (SNX) | 0.0 | $59k | 552.00 | 107.61 |
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| Starbucks Corporation (SBUX) | 0.0 | $59k | +18% | 538.00 | 109.73 |
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| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $59k | 143.00 | 409.52 |
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| Vanguard Extended Market ETF (VXF) | 0.0 | $58k | 354.00 | 164.42 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $56k | -14% | 3.9k | 14.18 |
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| iShares Dow Jones US Pharm Indx (IHE) | 0.0 | $56k | 300.00 | 185.40 |
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| International Business Machines (IBM) | 0.0 | $54k | 330.00 | 163.55 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $53k | 357.00 | 148.18 |
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| Wal-Mart Stores (WMT) | 0.0 | $52k | 332.00 | 157.63 |
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| Vanguard Intl Div Apprec ETF Etf (VIGI) | 0.0 | $52k | 650.00 | 79.34 |
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| Intercontinental Exchange (ICE) | 0.0 | $51k | -29% | 400.00 | 128.43 |
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| Targa Res Corp (TRGP) | 0.0 | $50k | 580.00 | 86.87 |
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| Omega Healthcare Investors (OHI) | 0.0 | $50k | 1.6k | 30.66 |
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| Rockwell Automation (ROK) | 0.0 | $50k | 160.00 | 310.48 |
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| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $49k | 289.00 | 170.40 |
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| Capital Group Intrtnl Foc Eqy Etf Etf (CGXU) | 0.0 | $49k | 2.1k | 23.87 |
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| At&t (T) | 0.0 | $49k | 2.9k | 16.78 |
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| Phillips 66 (PSX) | 0.0 | $48k | 363.00 | 133.14 |
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| iShares Core MSCI Emerging Markets ETF Etf (IEMG) | 0.0 | $48k | 949.00 | 50.58 |
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| Wp Carey (WPC) | 0.0 | $48k | 740.00 | 64.81 |
|
|
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $47k | +38% | 450.00 | 105.43 |
|
| MercadoLibre (MELI) | 0.0 | $47k | 30.00 | 1571.53 |
|
|
| Healthcare Tr (HLTC) | 0.0 | $46k | NEW | 3.3k | 14.00 |
|
| Linde (LIN) | 0.0 | $44k | 108.00 | 410.71 |
|
|
| Schwab Emerging Markets Equity ETF Etf (SCHE) | 0.0 | $44k | +12% | 1.8k | 24.79 |
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $43k | 913.00 | 46.63 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $43k | 456.00 | 93.19 |
|
|
| Strive 500 ETF Etf (STRV) | 0.0 | $42k | +27% | 1.4k | 30.57 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 0.0 | $41k | 258.00 | 157.80 |
|
|
| Southern Company (SO) | 0.0 | $39k | +46% | 556.00 | 70.12 |
|
| Concentrix Corp (CNXC) | 0.0 | $39k | 392.00 | 98.21 |
|
|
| Cummins (CMI) | 0.0 | $38k | 159.00 | 239.57 |
|
|
| Verizon Communications (VZ) | 0.0 | $38k | -10% | 1.0k | 37.70 |
|
| Financial Select Sector SPDR (XLF) | 0.0 | $37k | 991.00 | 37.59 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $37k | 606.00 | 61.15 |
|
|
| ALPS Sector Dividend Dogs ETF Etf (SDOG) | 0.0 | $37k | 716.00 | 51.26 |
|
|
| Vanguard S&P 500 Growth ETF Etf (VOOG) | 0.0 | $36k | 134.00 | 271.31 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $36k | 131.00 | 273.80 |
|
|
| iShares US Financial Services ETF Etf (IYG) | 0.0 | $36k | 200.00 | 179.21 |
|
|
| Nike (NKE) | 0.0 | $36k | +153% | 732.00 | 48.73 |
|
| General Motors Company (GM) | 0.0 | $35k | -61% | 980.00 | 35.91 |
|
| AmerisourceBergen (COR) | 0.0 | $35k | 169.00 | 205.38 |
|
|
| Service Corporation International (SCI) | 0.0 | $34k | 500.00 | 68.45 |
|
|
| Waste Management (WM) | 0.0 | $34k | 190.00 | 179.10 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $34k | 425.00 | 78.96 |
|
|
| Dupont De Nemours (DD) | 0.0 | $33k | +153% | 431.00 | 76.93 |
|
| Ecolab (ECL) | 0.0 | $33k | 166.00 | 198.35 |
|
|
| Invesco FTSE RAFI US 1000 ETF Etf (PRF) | 0.0 | $32k | 915.00 | 35.20 |
|
|
| iShares Edge MSCI USA Value Factor ETF Etf (VLUE) | 0.0 | $32k | 314.00 | 101.16 |
|
|
| Schwab Fundamental US Small Company ETF Etf (FNDA) | 0.0 | $32k | -8% | 572.00 | 55.35 |
|
| Cbiz (CBZ) | 0.0 | $31k | 500.00 | 62.59 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $31k | 318.00 | 98.10 |
|
|
| Ford Motor Company (F) | 0.0 | $31k | 2.6k | 12.19 |
|
|
| SPDR S&P Regional Banking ETF Etf (KRE) | 0.0 | $31k | -78% | 594.00 | 52.43 |
|
| TJX Companies (TJX) | 0.0 | $31k | 330.00 | 93.81 |
|
|
| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.0 | $31k | +35% | 425.00 | 72.43 |
|
| Constellation Brands (STZ) | 0.0 | $30k | 125.00 | 241.75 |
|
|
| Veralto Corp (VLTO) | 0.0 | $30k | NEW | 366.00 | 82.26 |
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.0 | $29k | 285.00 | 101.99 |
|
|
| Dimensional Us Small Cap Valu Etf Etf (DFSV) | 0.0 | $29k | 987.00 | 29.12 |
|
|
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $29k | 373.00 | 77.02 |
|
|
| Medtronic (MDT) | 0.0 | $28k | 341.00 | 82.38 |
|
|
| Liquidia Technologies (LQDA) | 0.0 | $28k | 2.3k | 12.03 |
|
|
| Schwab US Small Cap Etf Etf (SCHA) | 0.0 | $28k | -2% | 590.00 | 47.22 |
|
| Enbridge (ENB) | 0.0 | $28k | 771.00 | 36.02 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $27k | 119.00 | 227.01 |
|
|
| Gilead Sciences (GILD) | 0.0 | $27k | 331.00 | 81.01 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $27k | -11% | 1.0k | 26.11 |
|
| STMicroelectronics (STM) | 0.0 | $26k | 525.00 | 50.13 |
|
|
| PPG Industries (PPG) | 0.0 | $26k | 173.00 | 149.55 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $25k | 103.00 | 243.83 |
|
|
| Southwest Airlines (LUV) | 0.0 | $25k | +9% | 859.00 | 28.88 |
|
| O'reilly Automotive (ORLY) | 0.0 | $25k | 26.00 | 950.08 |
|
|
| Cardinal Health (CAH) | 0.0 | $24k | 235.00 | 100.80 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $24k | 700.00 | 33.67 |
|
|
| Lam Research Corporation (LRCX) | 0.0 | $24k | 30.00 | 783.27 |
|
|
| Essential Utils (WTRG) | 0.0 | $23k | 625.00 | 37.35 |
|
|
| Ge Healthcare Technologies I (GEHC) | 0.0 | $23k | 293.00 | 77.32 |
|
|
| Discover Financial Services (DFS) | 0.0 | $23k | 200.00 | 112.40 |
|
|
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $22k | 200.00 | 110.66 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $22k | +118% | 181.00 | 121.51 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $22k | 211.00 | 104.00 |
|
|
| Travelers Companies (TRV) | 0.0 | $22k | 114.00 | 190.49 |
|
|
| JPMorgan BetaBuilders Japan ETF Etf (BBJP) | 0.0 | $22k | 412.00 | 52.52 |
|
|
| Roku (ROKU) | 0.0 | $22k | 235.00 | 91.66 |
|
|
| Diageo (DEO) | 0.0 | $21k | +354% | 141.00 | 145.66 |
|
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $20k | -40% | 400.00 | 51.05 |
|
| Sap (SAP) | 0.0 | $20k | 132.00 | 154.59 |
|
|
| Fidelity NASDAQ Composite Tr Stk ETF Etf (ONEQ) | 0.0 | $20k | 340.00 | 59.24 |
|
|
| Corteva (CTVA) | 0.0 | $20k | 410.00 | 47.92 |
|
|
| Vanguard Total World Stock Idx (VT) | 0.0 | $19k | +9% | 189.00 | 102.63 |
|
| Dimensional Intern Small Cap Vl Etf Etf (DISV) | 0.0 | $19k | NEW | 750.00 | 25.79 |
|
| iShares MSCI EAFE Min Vol Factor ETF Etf (EFAV) | 0.0 | $19k | 276.00 | 69.34 |
|
|
| Barrons 400 Etf Etf (BFOR) | 0.0 | $19k | 300.00 | 62.20 |
|
|
| Dow (DOW) | 0.0 | $19k | -23% | 340.00 | 54.84 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $18k | 34.00 | 530.79 |
|
|
| Eastman Chemical Company (EMN) | 0.0 | $18k | 200.00 | 89.82 |
|
|
| Xylem (XYL) | 0.0 | $18k | 156.00 | 114.36 |
|
|
| Consolidated Edison (ED) | 0.0 | $18k | 196.00 | 90.97 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $18k | 259.00 | 68.80 |
|
|
| Principal Financial (PFG) | 0.0 | $18k | 225.00 | 78.67 |
|
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $18k | 153.00 | 115.63 |
|
|
| Servicenow (NOW) | 0.0 | $18k | 25.00 | 706.48 |
|
|
| First Financial Ban (FFBC) | 0.0 | $17k | 711.00 | 23.75 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $17k | 83.00 | 201.78 |
|
|
| Analog Devices (ADI) | 0.0 | $17k | 84.00 | 198.56 |
|
|
| Moderna (MRNA) | 0.0 | $16k | +9% | 164.00 | 99.45 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $16k | NEW | 790.00 | 20.03 |
|
| JPMorgan BetaBuilders Canada ETF Etf (BBCA) | 0.0 | $16k | 243.00 | 64.12 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $16k | 60.00 | 259.67 |
|
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $16k | 200.00 | 77.39 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $15k | 40.00 | 379.82 |
|
|
| Baxter International (BAX) | 0.0 | $15k | -50% | 393.00 | 38.65 |
|
| Asml Holding (ASML) | 0.0 | $15k | 20.00 | 756.90 |
|
|
| Ishares Core U S Growth Etf Etf (IUSG) | 0.0 | $15k | 145.00 | 104.10 |
|
|
| Toyota Motor Corporation (TM) | 0.0 | $15k | 81.00 | 183.38 |
|
|
| Dollar Tree (DLTR) | 0.0 | $14k | 100.00 | 142.05 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $14k | 231.00 | 61.41 |
|
|
| Cigna Corp (CI) | 0.0 | $14k | 47.00 | 299.45 |
|
|
| Ameren Corporation (AEE) | 0.0 | $14k | 194.00 | 72.34 |
|
|
| Philip Morris International (PM) | 0.0 | $14k | 149.00 | 94.08 |
|
|
| Catalyst Pharmaceutical Partners (CPRX) | 0.0 | $13k | 800.00 | 16.81 |
|
|
| MetLife (MET) | 0.0 | $13k | 198.00 | 66.13 |
|
|
| SPDR S&P Emerging Markets Small Cap ETF Etf (EWX) | 0.0 | $13k | 225.00 | 56.46 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $12k | 25.00 | 468.16 |
|
|
| Wolfspeed (WOLF) | 0.0 | $12k | 265.00 | 43.51 |
|
|
| Pioneer Natural Resources (PXD) | 0.0 | $12k | 51.00 | 224.88 |
|
|
| Invesco Dynamic Pharmaceuticals ETF Etf (PJP) | 0.0 | $11k | 150.00 | 76.10 |
|
|
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.0 | $11k | 25.00 | 449.88 |
|
|
| American International (AIG) | 0.0 | $11k | 164.00 | 67.75 |
|
|
| Dolby Laboratories (DLB) | 0.0 | $11k | 125.00 | 86.18 |
|
|
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $11k | -86% | 42.00 | 251.93 |
|
| Allstate Corporation (ALL) | 0.0 | $11k | 75.00 | 139.99 |
|
|
| EQT Corporation (EQT) | 0.0 | $10k | 265.00 | 38.66 |
|
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $10k | 235.00 | 42.57 |
|
|
| BlackRock (BLK) | 0.0 | $9.7k | 12.00 | 811.83 |
|
|
| Square Inc cl a (SQ) | 0.0 | $9.7k | 125.00 | 77.35 |
|
|
| iShares Silver Trust (SLV) | 0.0 | $9.3k | 428.00 | 21.78 |
|
|
| Boeing Company (BA) | 0.0 | $9.1k | 35.00 | 260.66 |
|
|
| WesBan (WSBC) | 0.0 | $8.9k | 285.00 | 31.37 |
|
|
| Alibaba Group Holding (BABA) | 0.0 | $8.9k | 115.00 | 77.51 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $8.9k | 80.00 | 110.81 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $8.6k | 75.00 | 115.19 |
|
|
| SPDR Gold Trust (GLD) | 0.0 | $8.6k | 45.00 | 191.18 |
|
|
| Grayscale Bitcoin Ord (GBTC) | 0.0 | $8.5k | 246.00 | 34.62 |
|
|
| Nutrien (NTR) | 0.0 | $8.5k | 150.00 | 56.35 |
|
|
| Astellas Pharma Inc Adrf Unspo (ALPMY) | 0.0 | $8.3k | 698.00 | 11.90 |
|
|
| Roper Industries (ROP) | 0.0 | $8.2k | 15.00 | 545.20 |
|
|
| Tripadvisor (TRIP) | 0.0 | $8.1k | 375.00 | 21.53 |
|
|
| Dover Corporation (DOV) | 0.0 | $8.0k | 52.00 | 153.81 |
|
|
| Warner Bros. Discovery (WBD) | 0.0 | $8.0k | 700.00 | 11.38 |
|
|
| Northstar Healthcare Income Reit (NHHS) | 0.0 | $7.8k | 2.9k | 2.64 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $7.8k | 13.00 | 596.62 |
|
|
| BP (BP) | 0.0 | $7.6k | 216.00 | 35.40 |
|
|
| Autodesk (ADSK) | 0.0 | $7.3k | 30.00 | 243.47 |
|
|
| Hawaiian Electric Industries (HE) | 0.0 | $7.1k | 500.00 | 14.19 |
|
|
| Phreesia (PHR) | 0.0 | $6.7k | 289.00 | 23.15 |
|
|
| United States Oil Etf Etf (USO) | 0.0 | $6.7k | 100.00 | 66.65 |
|
|
| L3harris Technologies (LHX) | 0.0 | $6.5k | 31.00 | 210.61 |
|
|
| General Mills (GIS) | 0.0 | $6.5k | 100.00 | 65.14 |
|
|
| iShares Semiconductor ETF Etf (SOXX) | 0.0 | $6.4k | 11.00 | 577.82 |
|
|
| Vanguard Energy ETF Etf (VDE) | 0.0 | $6.2k | 53.00 | 117.28 |
|
|
| Marathon Oil Corporation (MRO) | 0.0 | $6.0k | 250.00 | 24.16 |
|
|
| Kraft Heinz (KHC) | 0.0 | $6.0k | 161.00 | 36.98 |
|
|
| VanEck Vectors Rare Earth/Strat Mtls ETF Etf (REMX) | 0.0 | $5.7k | 92.00 | 61.83 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $5.6k | 44.00 | 126.91 |
|
|
| Sandoz Group (SDZNY) | 0.0 | $5.6k | NEW | 174.00 | 32.01 |
|
| Brown-Forman Corporation (BF.B) | 0.0 | $5.5k | 96.00 | 57.10 |
|
|
| Prologis (PLD) | 0.0 | $5.5k | 41.00 | 133.29 |
|
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 0.0 | $5.1k | 67.00 | 75.54 |
|
|
| Viatris (VTRS) | 0.0 | $5.1k | 467.00 | 10.83 |
|
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.0 | $4.9k | 50.00 | 98.52 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $4.9k | 40.00 | 121.70 |
|
|
| iShares ESG Advanced MSCI EAFE ETF Etf (DMXF) | 0.0 | $4.7k | 74.00 | 64.11 |
|
|
| SPDR S&P Health Care Equipment ETF Etf (XHE) | 0.0 | $4.7k | 56.00 | 84.27 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $4.6k | 236.00 | 19.38 |
|
|
| Waste Connections (WCN) | 0.0 | $4.3k | 29.00 | 149.28 |
|
|
| Kenvue (KVUE) | 0.0 | $4.0k | 184.00 | 21.53 |
|
|
| Spdr Port Msci Glbl Stckmrkt Etf Etf (SPGM) | 0.0 | $4.0k | 72.00 | 54.99 |
|
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $3.9k | 225.00 | 17.50 |
|
|
| Proto Labs (PRLB) | 0.0 | $3.9k | 100.00 | 38.96 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $3.9k | 79.00 | 49.22 |
|
|
| Harley-Davidson (HOG) | 0.0 | $3.7k | 100.00 | 36.84 |
|
|
| SPDR Portfolio S&P 500 ETF Etf (SPLG) | 0.0 | $3.6k | NEW | 65.00 | 55.91 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $3.6k | 111.00 | 32.11 |
|
|
| Morgan Stanley (MS) | 0.0 | $3.5k | 38.00 | 93.26 |
|
|
| Quantumscape Corp (QS) | 0.0 | $3.5k | 500.00 | 6.95 |
|
|
| Global X Lithium & Battery Tech ETF Etf (LIT) | 0.0 | $3.3k | 64.00 | 50.94 |
|
|
| Amplify Lithium & Battery Tech ETF Etf (BATT) | 0.0 | $3.0k | 286.00 | 10.54 |
|
|
| Mattel (MAT) | 0.0 | $3.0k | 157.00 | 18.88 |
|
|
| iShares U.S. Healthcare ETF Etf (IYH) | 0.0 | $2.9k | 10.00 | 286.20 |
|
|
| Piper Jaffray Companies (PIPR) | 0.0 | $2.8k | 16.00 | 174.88 |
|
|
| Sch US Tips Etf Etf (SCHP) | 0.0 | $2.8k | 53.00 | 52.21 |
|
|
| Scotts Miracle-Gro Company (SMG) | 0.0 | $2.7k | 43.00 | 63.74 |
|
|
| Epr Properties (EPR) | 0.0 | $2.6k | 53.00 | 48.45 |
|
|
| Chemours (CC) | 0.0 | $2.5k | 80.00 | 31.54 |
|
|
| Key (KEY) | 0.0 | $2.5k | 173.00 | 14.40 |
|
|
| Fortuna Silver Mines (FSM) | 0.0 | $2.4k | NEW | 627.00 | 3.86 |
|
| Citigroup (C) | 0.0 | $2.4k | 46.00 | 51.43 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.3k | 1.00 | 2287.00 |
|
|
| Beam Therapeutics (BEAM) | 0.0 | $2.3k | 84.00 | 27.21 |
|
|
| Adapthealth Corp -a (AHCO) | 0.0 | $2.1k | 290.00 | 7.29 |
|
|
| Macy's (M) | 0.0 | $2.0k | -37% | 100.00 | 20.12 |
|
| Norwegian Cruise Line Hldgs (NCLH) | 0.0 | $2.0k | 100.00 | 20.04 |
|
|
| Invesco Solar ETF Etf (TAN) | 0.0 | $1.9k | 35.00 | 53.34 |
|
|
| Carnival Corporation (CCL) | 0.0 | $1.9k | 100.00 | 18.54 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $1.7k | 200.00 | 8.68 |
|
|
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $1.7k | 15.00 | 115.00 |
|
|
| Snap Inc Class A Cl A (SNAP) | 0.0 | $1.7k | 100.00 | 16.93 |
|
|
| eBay (EBAY) | 0.0 | $1.6k | 36.00 | 43.61 |
|
|
| Invesco NASDAQ 100 ETF Etf (QQQM) | 0.0 | $1.5k | 9.00 | 168.56 |
|
|
| Ft Nas Cl Ed Etf Dv Etf (QCLN) | 0.0 | $1.4k | 34.00 | 42.18 |
|
|
| Peak (DOC) | 0.0 | $1.4k | 71.00 | 19.80 |
|
|
| HealthWarehouse (HEWA) | 0.0 | $1.3k | 10k | 0.13 |
|
|
| Generac Holdings (GNRC) | 0.0 | $1.3k | NEW | 10.00 | 129.20 |
|
| Workhorse Group Inc ordinary shares (WKHS) | 0.0 | $1.2k | +40% | 3.5k | 0.36 |
|
| Tricon Capital Groupco L (TCN) | 0.0 | $1.1k | 125.00 | 9.10 |
|
|
| Teradata Corporation (TDC) | 0.0 | $957.000000 | 22.00 | 43.50 |
|
|
| Akoustis Technologies (AKTS) | 0.0 | $916.960000 | +120% | 1.1k | 0.83 |
|
| NET Lease Office Properties (NLOP) | 0.0 | $906.000200 | NEW | 49.00 | 18.49 |
|
| Nokia Corporation (NOK) | 0.0 | $848.011200 | 248.00 | 3.42 |
|
|
| Radware Ltd ord (RDWR) | 0.0 | $834.000000 | 50.00 | 16.68 |
|
|
| Sirius Xm Holdings (SIRI) | 0.0 | $820.995000 | 150.00 | 5.47 |
|
|
| Applied Materials (AMAT) | 0.0 | $810.000000 | 5.00 | 162.00 |
|
|
| Vodafone Group New Adr F (VOD) | 0.0 | $783.000000 | 90.00 | 8.70 |
|
|
| Imugene Ord (IUGNF) | 0.0 | $749.000000 | 10k | 0.07 |
|
|
| Global X Millennials Consumer ETF Etf (MILN) | 0.0 | $709.000000 | NEW | 20.00 | 35.45 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $649.999800 | 9.00 | 72.22 |
|
|
| Direxion Daily S&P500 Bull 3X ETF Etf (SPXL) | 0.0 | $624.000000 | 6.00 | 104.00 |
|
|
| Tri-Continental Corporation (TY) | 0.0 | $604.999500 | -98% | 21.00 | 28.81 |
|
| Dell Technologies Inc Cl C CL C (DELL) | 0.0 | $535.999800 | 7.00 | 76.57 |
|
|
| Organon & Co (OGN) | 0.0 | $505.001000 | +2% | 35.00 | 14.43 |
|
| Telefonica (TEF) | 0.0 | $471.996800 | 121.00 | 3.90 |
|
|
| Resideo Technologies (REZI) | 0.0 | $451.999200 | 24.00 | 18.83 |
|
|
| Amarin Corporation (AMRN) | 0.0 | $426.006000 | 490.00 | 0.87 |
|
|
| NCR Corporation (VYX) | 0.0 | $372.000200 | 22.00 | 16.91 |
|
|
| NCR Atleos Corp (NATL) | 0.0 | $266.999700 | NEW | 11.00 | 24.27 |
|
| Accelleron Inds (ACLLY) | 0.0 | $218.000300 | 7.00 | 31.14 |
|
|
| Universal Robina Corp Php 1.0 (UVRBF) | 0.0 | $213.000000 | NEW | 100.00 | 2.13 |
|
| Standard Lithium Corp equities (SLI) | 0.0 | $202.000000 | 100.00 | 2.02 |
|
|
| Lithium Corp (LTUM) | 0.0 | $154.940000 | 2.4k | 0.06 |
|
|
| Advansix (ASIX) | 0.0 | $150.000000 | 5.00 | 30.00 |
|
|
| Digitalocean Hldgs (DOCN) | 0.0 | $147.000000 | 4.00 | 36.75 |
|
|
| Garrett Motion (GTX) | 0.0 | $135.000600 | 14.00 | 9.64 |
|
|
| Zimvie (ZIMV) | 0.0 | $71.000000 | 4.00 | 17.75 |
|
|
| Lordstown MTRS Corp (NRDE) | 0.0 | $44.000400 | 37.00 | 1.19 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $37.000000 | 20.00 | 1.85 |
|
|
| First Republic Bank/san F (FRCB) | 0.0 | $4.000000 | NEW | 100.00 | 0.04 |
|
Past Filings by Cassady Schiller Wealth Management
SEC 13F filings are viewable for Cassady Schiller Wealth Management going back to 2021
- Cassady Schiller Wealth Management 2023 Q4 filed Feb. 9, 2024
- Cassady Schiller Wealth Management 2023 Q3 filed Nov. 9, 2023
- Cassady Schiller Wealth Management 2023 Q2 filed Aug. 10, 2023
- Cassady Schiller Wealth Management 2022 Q4 restated filed May 16, 2023
- Cassady Schiller Wealth Management 2023 Q1 filed May 12, 2023
- Cassady Schiller Wealth Management 2022 Q4 filed Feb. 13, 2023
- Cassady Schiller Wealth Management 2022 Q3 filed Nov. 9, 2022
- Cassady Schiller Wealth Management 2022 Q2 filed Aug. 11, 2022
- Cassady Schiller Wealth Management 2022 Q1 filed May 12, 2022
- Cassady Schiller Wealth Management 2021 Q4 filed Feb. 9, 2022