Global Retirement Partners

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

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Positions held by Global Retirement Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Global Retirement Partners

Global Retirement Partners holds 3356 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Global Retirement Partners has 3356 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arthur J. Gallagher & Co. (AJG) 5.0 $120M 515k 233.47
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Spdr Ser Tr Portfolio S&p500 (SPLG) 3.2 $77M +16% 1.4M 55.88
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Apple (AAPL) 2.7 $64M +5% 348k 183.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $52M +6% 108k 474.93
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Ishares Tr Core S&p500 Etf (IVV) 2.0 $49M +41% 103k 477.30
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.9 $46M -10% 496k 91.59
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Microsoft Corporation (MSFT) 1.8 $43M +2% 111k 390.27
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $43M +14% 105k 409.52
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Ishares Tr Short Treas Bd (SHV) 1.3 $32M -12% 290k 110.34
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Ishares Tr Core Us Aggbd Et (AGG) 1.3 $32M +9% 321k 98.36
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Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $31M +3% 132k 236.01
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $31M +7% 70k 436.50
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $25M +23% 244k 103.33
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $25M +16% 337k 72.94
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $24M +37% 320k 75.71
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Capital Group Growth Etf Shs Creation Uni (CGGR) 1.0 $23M +3% 828k 28.14
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $21M +10% 641k 33.22
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.9 $21M 440k 47.51
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $21M +6% 299k 68.80
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Vanguard Index Fds Value Etf (VTV) 0.8 $20M -6% 132k 148.42
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $20M +29% 72k 270.23
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Vanguard Index Fds Growth Etf (VUG) 0.8 $19M -6% 61k 312.36
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.7 $18M +15% 604k 29.54
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.7 $18M +41% 187k 95.06
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.7 $17M +27% 366k 46.18
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.7 $17M -9% 236k 71.51
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $17M +50% 55k 305.14
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NVIDIA Corporation (NVDA) 0.7 $17M +23% 30k 563.83
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Amazon (AMZN) 0.7 $17M +8% 110k 153.16
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.7 $16M +2030% 158k 100.50
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $15M 325k 46.72
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.6 $15M +22% 189k 78.54
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $14M +8611% 279k 50.49
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Ishares Tr Mbs Etf (MBB) 0.6 $13M +3% 142k 93.15
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $13M +34% 72k 177.02
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $13M 232k 54.35
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $12M -2% 86k 142.49
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Abbvie (ABBV) 0.5 $12M +2% 74k 161.48
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Ishares Tr S&p 500 Val Etf (IVE) 0.5 $12M +4% 69k 172.08
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Tesla Motors (TSLA) 0.5 $12M +7% 53k 219.91
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.5 $12M 409k 28.46
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Adobe Systems Incorporated (ADBE) 0.4 $11M +49% 18k 597.68
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $11M +12% 30k 361.10
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Home Depot (HD) 0.4 $11M 30k 358.43
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JPMorgan Chase & Co. (JPM) 0.4 $11M -4% 62k 167.99
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $9.8M +16% 243k 40.24
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $9.5M +26% 187k 51.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $9.5M +66% 56k 169.77
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $9.4M -7% 125k 75.64
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $9.4M +31% 143k 65.54
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Ishares Core Msci Emkt (IEMG) 0.4 $9.3M +7% 194k 48.26
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $8.8M +18% 110k 80.57
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Servicenow (NOW) 0.4 $8.8M -7% 12k 727.56
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $8.7M -11% 46k 190.84
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.4 $8.7M +13% 229k 38.11
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Costco Wholesale Corporation (COST) 0.4 $8.7M 13k 681.47
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $8.6M -32% 108k 80.17
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.4 $8.6M +2% 167k 51.45
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Eli Lilly & Co. (LLY) 0.4 $8.5M +4% 13k 634.57
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.4 $8.4M +3% 166k 50.37
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UnitedHealth (UNH) 0.3 $8.2M +2% 16k 519.15
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Select Sector Spdr Tr Technology (XLK) 0.3 $8.2M +35% 43k 192.72
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Alphabet Cap Stk Cl C (GOOG) 0.3 $8.1M +10% 56k 144.08
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $8.0M -4% 321k 24.81
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $7.9M -5% 329k 23.93
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $7.9M -8% 199k 39.57
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.3 $7.8M +4% 312k 24.95
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.3 $7.8M +14693% 36k 216.31
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Visa Com Cl A (V) 0.3 $7.7M +6% 29k 265.24
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Advanced Micro Devices (AMD) 0.3 $7.6M 48k 158.74
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $7.6M 69k 110.64
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Meta Platforms Cl A (META) 0.3 $7.3M +25% 20k 367.45
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $7.0M +10% 48k 147.74
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Intel Corporation (INTC) 0.3 $7.0M -13% 150k 47.06
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Broadcom (AVGO) 0.3 $6.7M +10% 6.0k 1115.02
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Ishares Tr Core Msci Total (IXUS) 0.3 $6.7M +344% 106k 63.10
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Vanguard Index Fds Mid Cap Etf (VO) 0.3 $6.6M -9% 29k 227.77
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $6.6M +3% 32k 205.65
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Chevron Corporation (CVX) 0.3 $6.5M +2% 46k 143.69
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $6.5M -3% 62k 104.60
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.3 $6.4M +68642% 107k 59.35
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Ishares Tr Blackrock Ultra (ICSH) 0.3 $6.4M +12% 126k 50.49
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Exxon Mobil Corporation (XOM) 0.3 $6.3M +7% 65k 97.69
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Pepsi (PEP) 0.3 $6.2M +3% 37k 166.17
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Select Sector Spdr Tr Energy (XLE) 0.3 $6.1M -13% 76k 80.71
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.3 $6.0M +18261% 58k 104.54
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $6.0M +24% 38k 155.06
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $5.9M +7% 206k 28.78
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $5.7M -11% 166k 34.20
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Abbott Laboratories (ABT) 0.2 $5.5M -3% 48k 113.76
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Procter & Gamble Company (PG) 0.2 $5.4M +4% 36k 149.79
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Caterpillar (CAT) 0.2 $5.4M -7% 19k 287.23
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Nextera Energy (NEE) 0.2 $5.4M +8% 89k 60.35
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $5.4M +86% 106k 50.59
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $5.4M +8% 51k 104.66
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AmerisourceBergen (COR) 0.2 $5.2M +20% 24k 219.00
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $5.1M +36% 62k 83.38
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $5.1M +6% 54k 95.45
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Ishares Tr Eafe Value Etf (EFV) 0.2 $5.1M +3% 100k 51.19
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $5.1M 49k 103.64
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $5.0M +7% 86k 58.23
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T Rowe Price Etf Cap Appreciation (TCAF) 0.2 $5.0M NEW 183k 27.48
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $5.0M +57% 99k 50.75
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Blackstone Group Inc Com Cl A (BX) 0.2 $4.9M -6% 42k 118.25
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Wisdomtree Tr Us Smallcap Fund (EES) 0.2 $4.9M +27% 105k 46.73
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Boeing Company (BA) 0.2 $4.9M +38% 24k 200.52
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $4.7M +4% 34k 139.68
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.2 $4.7M +323% 56k 84.62
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Coca-Cola Company (KO) 0.2 $4.7M -7% 79k 59.99
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Spdr Gold Tr Gold Shs (GLD) 0.2 $4.7M +3% 25k 187.91
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Ishares Tr Core Div Grwth (DGRO) 0.2 $4.7M +3% 88k 53.58
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $4.7M +103% 28k 168.57
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Walt Disney Company (DIS) 0.2 $4.7M -21% 50k 93.05
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Johnson & Johnson (JNJ) 0.2 $4.7M -8% 29k 160.52
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $4.6M +57% 55k 83.50
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $4.5M +2% 90k 50.36
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First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.2 $4.4M +78% 114k 39.04
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Freeport-mcmoran CL B (FCX) 0.2 $4.4M -3% 113k 38.90
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $4.4M +35% 57k 77.07
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Merck & Co (MRK) 0.2 $4.3M 37k 118.49
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.2 $4.3M +53% 126k 34.21
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Ishares Tr Core Total Usd (IUSB) 0.2 $4.3M +39% 94k 45.70
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McDonald's Corporation (MCD) 0.2 $4.3M 15k 291.10
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $4.2M +7% 8.7k 482.36
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Waste Management (WM) 0.2 $4.2M -3% 23k 180.77
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $4.1M +10% 127k 32.74
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $4.1M -4% 25k 162.92
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $4.1M +32% 161k 25.43
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Wal-Mart Stores (WMT) 0.2 $4.1M +21% 25k 161.83
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Union Pacific Corporation (UNP) 0.2 $4.1M +58% 17k 236.21
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Cadence Design Systems (CDNS) 0.2 $3.9M +483% 14k 277.56
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Amgen (AMGN) 0.2 $3.9M +9% 13k 303.49
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Select Sector Spdr Tr Communication (XLC) 0.2 $3.9M +75% 53k 73.39
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $3.9M +4% 31k 123.42
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $3.9M -43% 76k 50.79
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Select Sector Spdr Tr Indl (XLI) 0.2 $3.8M -20% 34k 110.98
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $3.8M +263% 73k 52.06
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Blackstone Secd Lending Common Stock (BXSL) 0.2 $3.8M +20% 135k 28.03
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.8M +147% 49k 77.43
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $3.8M +56% 45k 83.22
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Ishares Tr Core High Dv Etf (HDV) 0.2 $3.7M +3% 37k 102.33
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Verizon Communications (VZ) 0.2 $3.7M +4% 94k 39.29
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Thermo Fisher Scientific (TMO) 0.2 $3.6M 6.7k 541.96
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $3.6M +16% 72k 49.56
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First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) 0.1 $3.6M NEW 150k 23.70
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Ishares Tr Msci Usa Min Vol (USMV) 0.1 $3.5M -12% 44k 78.58
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Oracle Corporation (ORCL) 0.1 $3.5M +27% 32k 106.57
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Cisco Systems (CSCO) 0.1 $3.5M +15% 68k 50.59
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $3.4M +705% 20k 175.08
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.4M 4.8k 706.48
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $3.3M NEW 105k 31.62
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Ishares Tr National Mun Etf (MUB) 0.1 $3.3M +32% 30k 108.32
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Altria (MO) 0.1 $3.3M 80k 40.97
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Oneok (OKE) 0.1 $3.3M 47k 69.60
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $3.2M +1142% 47k 69.09
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Franklin Templeton Etf Tr Us Low Volatilit (FLLV) 0.1 $3.2M NEW 62k 51.42
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Bank of America Corporation (BAC) 0.1 $3.2M +5% 99k 32.12
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Lockheed Martin Corporation (LMT) 0.1 $3.1M +6% 6.8k 457.84
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.1M -12% 36k 86.43
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International Business Machines (IBM) 0.1 $3.1M +27% 19k 166.96
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.1M +25% 49k 62.63
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Hca Holdings (HCA) 0.1 $3.0M +62% 11k 280.81
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Select Sector Spdr Tr Financial (XLF) 0.1 $3.0M -33% 81k 37.34
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Quanta Services (PWR) 0.1 $3.0M -5% 15k 201.38
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $3.0M +56% 44k 69.25
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Starbucks Corporation (SBUX) 0.1 $3.0M +41% 32k 92.70
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Vanguard World Mega Grwth Ind (MGK) 0.1 $3.0M +3% 11k 261.28
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $3.0M +11% 54k 54.64
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Philip Morris International (PM) 0.1 $2.9M +20% 31k 94.51
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $2.9M -24% 62k 46.25
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Cintas Corporation (CTAS) 0.1 $2.8M +6% 4.8k 588.61
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $2.8M -10% 30k 94.14
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.8M +46% 36k 77.21
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Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.1 $2.8M +2132% 121k 23.16
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Zoetis Cl A (ZTS) 0.1 $2.8M +3% 14k 192.99
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Pfizer (PFE) 0.1 $2.8M -5% 98k 28.32
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First Tr Exchng Traded Fd Vi Ft Cboe Intl Mod (YDEC) 0.1 $2.8M NEW 123k 22.45
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Cheniere Energy Com New (LNG) 0.1 $2.7M -4% 17k 163.83
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $2.7M -8% 55k 50.01
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Mastercard Incorporated Cl A (MA) 0.1 $2.7M 6.3k 428.33
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $2.7M +16% 64k 41.98
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.1 $2.6M 32k 83.51
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.6M 5.3k 494.85
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.6M +99% 34k 77.80
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.6M -11% 15k 175.69
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $2.5M -4% 22k 113.54
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $2.5M +63% 25k 100.09
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $2.5M -3% 51k 49.53
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $2.5M -32% 34k 73.81
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CVS Caremark Corporation (CVS) 0.1 $2.5M +2% 32k 77.42
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $2.5M +12% 135k 18.13
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $2.4M +69% 29k 85.27
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Target Corporation (TGT) 0.1 $2.4M +33% 17k 141.07
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $2.4M -20% 29k 82.21
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Eaton Corp SHS (ETN) 0.1 $2.4M -12% 10k 241.75
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Duke Energy Corp Com New (DUK) 0.1 $2.4M 24k 98.03
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.4M +47% 42k 56.36
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.4M +6% 6.3k 373.68
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.4M +6% 43k 55.38
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.3M +90% 24k 94.82
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BlackRock (BLK) 0.1 $2.3M -20% 2.9k 791.46
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Lowe's Companies (LOW) 0.1 $2.3M +4% 10k 220.42
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $2.3M +44% 100k 22.84
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $2.3M +2050% 99k 22.90
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Wells Fargo & Company (WFC) 0.1 $2.3M +8% 48k 46.82
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At&t (T) 0.1 $2.3M -13% 137k 16.44
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.2M +14% 55k 40.12
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $2.2M +2% 35k 63.03
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.2M -34% 58k 38.25
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Honeywell International (HON) 0.1 $2.2M -4% 11k 197.77
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $2.2M +37% 30k 73.45
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $2.2M +417% 28k 78.57
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Texas Instruments Incorporated (TXN) 0.1 $2.1M -4% 13k 163.88
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Comcast Corp Cl A (CMCSA) 0.1 $2.1M +5% 50k 43.09
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Qualcomm (QCOM) 0.1 $2.1M 15k 141.12
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Goldman Sachs Physical Gold Unit (AAAU) 0.1 $2.1M 105k 20.09
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.1M -17% 22k 94.66
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Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $2.1M +2408% 94k 22.19
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General Electric Com New (GE) 0.1 $2.1M +29% 16k 127.97
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salesforce (CRM) 0.1 $2.1M +7% 7.7k 269.19
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $2.1M +8% 87k 23.70
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Iqvia Holdings (IQV) 0.1 $2.0M 9.6k 212.70
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Targa Res Corp (TRGP) 0.1 $2.0M +10% 24k 82.53
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Medtronic SHS (MDT) 0.1 $2.0M -5% 23k 86.54
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Goldman Sachs (GS) 0.1 $2.0M +17% 5.1k 380.47
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $2.0M +4% 45k 43.27
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Air Products & Chemicals (APD) 0.1 $1.9M +9% 7.5k 260.43
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.9M +8% 54k 36.09
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.9M +15% 38k 50.86
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.9M +11% 19k 102.56
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.9M +18% 5.3k 354.55
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.9M 135k 13.90
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $1.8M -52% 50k 36.48
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.8M +18% 13k 142.30
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.8M +186% 15k 120.55
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American Centy Etf Tr Diversified Mu (TAXF) 0.1 $1.8M +4% 35k 50.82
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.7M +11% 40k 44.21
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.7M +2% 12k 146.87
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.7M -10% 17k 104.68
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $1.7M -12% 36k 48.00
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PNC Financial Services (PNC) 0.1 $1.7M -16% 12k 149.02
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United Parcel Service CL B (UPS) 0.1 $1.7M +26% 11k 155.33
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.7M 30k 56.30
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Ecolab (ECL) 0.1 $1.7M +4% 8.5k 199.04
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.7M -12% 14k 123.36
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.7M +7117% 71k 23.34
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Fs Kkr Capital Corp (FSK) 0.1 $1.6M +59% 81k 20.38
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.6M -65% 16k 101.67
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.6M -2% 53k 30.43
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $1.6M +53% 16k 98.80
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Past Filings by Global Retirement Partners

SEC 13F filings are viewable for Global Retirement Partners going back to 2018

View all past filings