Howe and Rusling

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Portfolio Holdings for Howe & Rusling

Howe & Rusling holds 374 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
Ishares Tr Intrm Gov Cr Etf (GVI) 3.7 $35M +4% 331k 104.76
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JPMorgan Chase & Co. (JPM) 3.5 $33M 193k 170.10
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Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $29M +4% 121k 237.22
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Apple (AAPL) 3.0 $28M 145k 192.53
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $27M +2% 337k 81.28
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Microsoft Corporation (MSFT) 2.6 $25M 66k 376.04
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Ishares Tr Core S&p500 Etf (IVV) 2.6 $24M +10% 51k 477.63
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Exxon Mobil Corporation (XOM) 2.4 $23M 227k 99.99
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Broadcom (AVGO) 2.4 $22M +9% 20k 1116.31
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Ishares Tr Core S&p Us Gwt (IUSG) 2.1 $20M +7% 190k 104.10
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Pepsi (PEP) 1.8 $17M +7% 102k 169.85
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Johnson & Johnson (JNJ) 1.7 $16M -19% 105k 156.74
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Constellation Brands Cl A (STZ) 1.7 $16M 65k 241.77
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Amazon (AMZN) 1.7 $16M +3% 103k 151.94
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Caterpillar (CAT) 1.6 $15M 51k 295.71
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Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $15M +7% 172k 84.33
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Intercontinental Exchange (ICE) 1.5 $14M 110k 128.43
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Bank of America Corporation (BAC) 1.4 $14M -8% 404k 33.67
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Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $13M +65% 118k 111.63
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Chevron Corporation (CVX) 1.4 $13M -5% 86k 149.17
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Philip Morris International (PM) 1.3 $13M -4% 135k 94.09
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UnitedHealth (UNH) 1.3 $12M 23k 526.50
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Lowe's Companies (LOW) 1.3 $12M -4% 54k 222.57
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Alphabet Cap Stk Cl C (GOOG) 1.2 $11M 81k 140.93
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Honeywell International (HON) 1.2 $11M +100% 54k 209.71
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Union Pacific Corporation (UNP) 1.2 $11M +37% 45k 245.62
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DTE Energy Company (DTE) 1.2 $11M 100k 110.27
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $11M +8% 23k 475.31
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General Dynamics Corporation (GD) 1.1 $11M 41k 259.68
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Astrazeneca Sponsored Adr (AZN) 1.1 $11M +22% 157k 67.35
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $10M -20% 134k 77.37
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Meta Platforms Cl A (META) 1.1 $10M 28k 353.95
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Stryker Corporation (SYK) 1.0 $9.7M -15% 33k 299.55
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Coca-Cola Company (KO) 1.0 $9.5M -3% 162k 58.93
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Crown Holdings (CCK) 0.9 $8.9M +202% 97k 92.10
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Abbvie (ABBV) 0.9 $8.9M -2% 58k 154.98
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Amphenol Corp Cl A (APH) 0.9 $8.8M 89k 99.15
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EOG Resources (EOG) 0.9 $8.8M 73k 120.96
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Morgan Stanley Com New (MS) 0.9 $8.5M +23% 91k 93.25
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Micron Technology (MU) 0.9 $8.1M NEW 95k 85.34
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TJX Companies (TJX) 0.8 $8.0M +111% 85k 93.83
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Vanguard Index Fds Mid Cap Etf (VO) 0.8 $7.9M +7% 34k 232.64
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Mondelez Intl Cl A (MDLZ) 0.8 $7.8M +20% 107k 72.43
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Cme (CME) 0.8 $7.3M -2% 35k 210.61
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Amdocs SHS (DOX) 0.8 $7.3M -10% 83k 87.91
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Visa Com Cl A (V) 0.7 $6.9M -3% 27k 260.36
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $6.9M +7% 63k 108.25
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $6.8M +2% 165k 41.10
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Baxter International (BAX) 0.7 $6.7M +31% 173k 38.66
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Charles Schwab Corporation (SCHW) 0.7 $6.6M -5% 97k 68.80
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AmerisourceBergen (COR) 0.7 $6.5M 32k 205.40
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Ishares Tr Broad Usd High (USHY) 0.7 $6.5M -31% 178k 36.35
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Mastercard Incorporated Cl A (MA) 0.7 $6.4M +3% 15k 426.52
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Genuine Parts Company (GPC) 0.7 $6.4M -3% 46k 138.50
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $6.2M +3% 18k 351.00
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Us Bancorp Del Com New (USB) 0.7 $6.1M -7% 142k 43.28
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American Tower Reit (AMT) 0.7 $6.1M 28k 215.93
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Electronic Arts (EA) 0.6 $6.1M 44k 136.81
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Costco Wholesale Corporation (COST) 0.6 $5.8M 8.8k 660.07
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Qualcomm (QCOM) 0.6 $5.5M -37% 38k 144.67
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CMS Energy Corporation (CMS) 0.6 $5.4M -18% 93k 58.08
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Nextera Energy (NEE) 0.6 $5.4M -23% 88k 60.75
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McKesson Corporation (MCK) 0.5 $5.1M 11k 463.00
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Intuit (INTU) 0.5 $5.0M +3% 8.1k 625.06
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $4.7M +2847% 81k 58.33
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Norfolk Southern (NSC) 0.5 $4.3M +58% 18k 236.38
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Pinterest Cl A (PINS) 0.5 $4.3M +2% 116k 37.04
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Fiserv (FI) 0.4 $3.9M 30k 132.84
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Booking Holdings (BKNG) 0.4 $3.9M 1.1k 3547.22
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Kla Corp Com New (KLAC) 0.4 $3.8M 6.5k 581.33
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Edwards Lifesciences (EW) 0.4 $3.8M +16% 49k 76.25
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Crowdstrike Hldgs Cl A (CRWD) 0.4 $3.8M +3% 15k 255.32
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Palo Alto Networks (PANW) 0.4 $3.5M +4% 12k 294.88
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Ishares Tr Msci Intl Qualty (IQLT) 0.4 $3.5M +15% 92k 37.56
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $3.4M +16% 48k 70.35
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Skyworks Solutions (SWKS) 0.4 $3.4M +39% 30k 112.42
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.3M +3% 8.0k 406.89
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Genpact SHS (G) 0.3 $3.1M -19% 91k 34.72
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L3harris Technologies (LHX) 0.3 $2.9M 14k 210.62
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Zscaler Incorporated (ZS) 0.3 $2.8M 13k 221.55
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $2.8M +4% 3.7k 756.82
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Marvell Technology (MRVL) 0.3 $2.7M NEW 45k 60.31
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $2.7M -7% 41k 66.49
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Applied Materials (AMAT) 0.3 $2.7M 17k 162.07
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Comcast Corp Cl A (CMCSA) 0.3 $2.6M -3% 58k 43.85
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Adobe Systems Incorporated (ADBE) 0.3 $2.5M 4.3k 596.60
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Ishares Tr Core Div Grwth (DGRO) 0.3 $2.5M +11% 46k 53.82
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.4M -7% 43k 56.14
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Raytheon Technologies Corp (RTX) 0.3 $2.4M -76% 29k 84.14
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BioMarin Pharmaceutical (BMRN) 0.3 $2.4M 25k 96.42
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Invesco Exchange Traded Fd T Food & Beverage (PBJ) 0.2 $2.3M -2% 51k 45.85
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Corteva (CTVA) 0.2 $2.2M 46k 47.92
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Broadstone Net Lease (BNL) 0.2 $2.2M 128k 17.22
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $2.2M +4% 20k 109.37
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Merck & Co (MRK) 0.2 $2.0M +2% 19k 109.02
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Paychex (PAYX) 0.2 $2.0M +74% 17k 119.11
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Ishares Tr S&p 100 Etf (OEF) 0.2 $1.9M -8% 8.4k 223.39
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McDonald's Corporation (MCD) 0.2 $1.7M 5.8k 296.50
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.6M -7% 29k 55.67
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Shell Spon Ads (SHEL) 0.2 $1.6M 24k 65.80
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.5M +303% 7.7k 200.71
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Pfizer (PFE) 0.2 $1.5M -16% 52k 28.79
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Intel Corporation (INTC) 0.2 $1.5M 29k 50.25
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Amgen (AMGN) 0.2 $1.5M 5.1k 288.02
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Ishares Tr Core High Dv Etf (HDV) 0.1 $1.4M -8% 14k 101.99
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.2M 2.3k 507.42
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Lockheed Martin Corporation (LMT) 0.1 $1.2M 2.6k 453.24
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S&p Global (SPGI) 0.1 $1.0M 2.3k 440.52
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Cisco Systems (CSCO) 0.1 $1000k 20k 50.52
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Home Depot (HD) 0.1 $946k +21% 2.7k 346.55
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Oneok (OKE) 0.1 $904k 13k 70.22
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NVIDIA Corporation (NVDA) 0.1 $896k +7% 1.8k 495.27
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Dupont De Nemours (DD) 0.1 $892k 12k 76.93
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Ishares Core Msci Emkt (IEMG) 0.1 $864k +2% 17k 50.58
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $853k -18% 17k 51.05
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Vanguard Index Fds Value Etf (VTV) 0.1 $838k +21% 5.6k 149.51
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $796k -22% 17k 47.79
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Wp Carey (WPC) 0.1 $771k 12k 64.81
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $698k -11% 1.9k 376.87
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Procter & Gamble Company (PG) 0.1 $682k +6% 4.7k 146.53
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Altria (MO) 0.1 $675k -85% 17k 40.34
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Motorola Solutions Com New (MSI) 0.1 $645k -7% 2.1k 313.09
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $644k -9% 13k 49.26
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AFLAC Incorporated (AFL) 0.1 $628k 7.6k 82.50
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Bristol Myers Squibb (BMY) 0.1 $619k -11% 12k 51.31
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Verizon Communications (VZ) 0.1 $604k -13% 16k 37.70
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $598k +3% 2.0k 303.17
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3M Company (MMM) 0.1 $558k +5% 5.1k 109.32
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $557k 5.3k 105.23
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International Business Machines (IBM) 0.1 $551k +19% 3.4k 163.55
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $540k 3.9k 139.69
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Abbott Laboratories (ABT) 0.1 $539k 4.9k 110.06
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Dow (DOW) 0.1 $537k 9.8k 54.84
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Ishares Tr Core Total Usd (IUSB) 0.1 $511k +3% 11k 46.07
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Oracle Corporation (ORCL) 0.1 $502k +13% 4.8k 105.43
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $496k +48% 1.1k 436.65
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $494k +5% 3.4k 145.01
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Dycom Industries (DY) 0.1 $492k 4.3k 115.09
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Select Sector Spdr Tr Financial (XLF) 0.1 $488k +114% 13k 37.60
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PPL Corporation (PPL) 0.1 $487k +9% 18k 27.10
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $486k 10k 47.24
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Humana (HUM) 0.1 $486k 1.1k 457.81
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General Electric Com New (GE) 0.0 $454k +3% 3.6k 127.63
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NBT Ban (NBTB) 0.0 $454k 11k 41.91
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Target Corporation (TGT) 0.0 $450k 3.2k 142.42
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Darling International (DAR) 0.0 $450k +15% 9.0k 49.84
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $449k -8% 4.5k 99.26
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $449k 7.4k 60.86
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American Electric Power Company (AEP) 0.0 $438k +31% 5.4k 81.22
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Enterprise Products Partners (EPD) 0.0 $423k +3% 16k 26.35
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Netflix (NFLX) 0.0 $410k -17% 842.00 486.88
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ConocoPhillips (COP) 0.0 $402k +12% 3.5k 116.06
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Regeneron Pharmaceuticals (REGN) 0.0 $399k +2% 454.00 878.29
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Gilead Sciences (GILD) 0.0 $391k 4.8k 81.01
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Transcat (TRNS) 0.0 $386k NEW 3.5k 109.33
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Northrop Grumman Corporation (NOC) 0.0 $383k 818.00 468.28
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $380k 13k 29.05
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Enerpac Tool Group Corp Cl A Com (EPAC) 0.0 $374k -15% 12k 31.09
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Eli Lilly & Co. (LLY) 0.0 $368k -10% 631.00 582.92
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Ross Stores (ROST) 0.0 $363k 2.6k 138.39
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $360k +48% 6.4k 56.40
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Ishares Tr Core Msci Total (IXUS) 0.0 $359k 5.5k 64.93
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Live Oak Bancshares (LOB) 0.0 $358k -12% 7.9k 45.50
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Ball Corporation (BALL) 0.0 $353k -95% 6.1k 57.52
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W.W. Grainger (GWW) 0.0 $352k 425.00 828.69
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Mgp Ingredients Inc Common Sto (MGPI) 0.0 $347k +14% 3.5k 98.52
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Cigna Corp (CI) 0.0 $342k -25% 1.1k 299.45
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $341k 957.00 356.66
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Brink's Company (BCO) 0.0 $341k -11% 3.9k 87.95
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U.S. Physical Therapy (USPH) 0.0 $339k +13% 3.6k 93.14
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Wec Energy Group (WEC) 0.0 $338k 4.0k 84.17
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $333k -7% 5.4k 61.94
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Emerson Electric (EMR) 0.0 $332k +2% 3.4k 97.34
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Spdr Gold Tr Gold Shs (GLD) 0.0 $331k +9% 1.7k 191.17
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Sherwin-Williams Company (SHW) 0.0 $329k 1.1k 311.90
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $327k 2.1k 155.33
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Proshares Tr Russ 2000 Divd (SMDV) 0.0 $326k -4% 5.0k 65.01
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United Parcel Service CL B (UPS) 0.0 $320k 2.0k 157.21
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $316k 3.1k 103.06
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Belden (BDC) 0.0 $315k +19% 4.1k 77.25
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Timken Company (TKR) 0.0 $313k 3.9k 80.15
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AGCO Corporation (AGCO) 0.0 $313k 2.6k 121.41
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Wells Fargo & Company (WFC) 0.0 $312k NEW 6.3k 49.22
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $311k +35% 4.0k 77.02
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American Express Company (AXP) 0.0 $310k 1.7k 187.34
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $308k +375% 5.7k 53.97
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Entergy Corporation (ETR) 0.0 $308k 3.0k 101.19
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Louisiana-Pacific Corporation (LPX) 0.0 $303k NEW 4.3k 70.83
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $303k 618.00 489.99
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $292k +48% 2.1k 136.38
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $291k -81% 6.1k 47.90
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Armstrong World Industries (AWI) 0.0 $291k -15% 3.0k 98.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $290k NEW 708.00 409.55
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Allstate Corporation (ALL) 0.0 $287k -29% 2.1k 139.98
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Boot Barn Hldgs (BOOT) 0.0 $280k +13% 3.6k 76.76
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Colgate-Palmolive Company (CL) 0.0 $280k 3.5k 79.71
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Newmont Mining Corporation (NEM) 0.0 $279k -21% 6.7k 41.39
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $276k -7% 3.7k 73.57
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Boston Beer Cl A (SAM) 0.0 $274k -6% 793.00 345.59
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Vanguard World Mega Grwth Ind (MGK) 0.0 $267k +929% 1.0k 259.51
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Tesla Motors (TSLA) 0.0 $262k +4% 1.1k 248.39
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $257k +52% 1.2k 213.36
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $254k 12k 21.18
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CVS Caremark Corporation (CVS) 0.0 $254k -12% 3.2k 78.97
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $245k -8% 11k 22.26
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Moody's Corporation (MCO) 0.0 $243k NEW 621.00 390.56
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Vanguard World Fds Inf Tech Etf (VGT) 0.0 $241k +5% 498.00 484.00
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Murphy Usa (MUSA) 0.0 $240k -33% 673.00 356.56
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Thor Industries (THO) 0.0 $239k -8% 2.0k 118.25
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Rockwell Automation (ROK) 0.0 $235k 757.00 310.48
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Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.0 $233k 6.5k 35.69
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Texas Instruments Incorporated (TXN) 0.0 $231k -97% 1.4k 170.46
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Kaman Corporation (KAMN) 0.0 $228k NEW 9.5k 23.95
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Vanguard Index Fds Growth Etf (VUG) 0.0 $228k +633% 733.00 310.88
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Trane Technologies SHS (TT) 0.0 $226k -6% 928.00 243.90
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Select Sector Spdr Tr Indl (XLI) 0.0 $225k +67% 2.0k 113.99
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $224k -4% 1.5k 147.14
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.0 $222k NEW 2.1k 104.45
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Becton, Dickinson and (BDX) 0.0 $221k 906.00 243.82
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Cracker Barrel Old Country Store (CBRL) 0.0 $221k NEW 2.9k 77.08
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $219k +6% 4.4k 49.80
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Select Sector Spdr Tr Technology (XLK) 0.0 $218k +4% 1.1k 192.48
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Campbell Soup Company (CPB) 0.0 $212k NEW 4.9k 43.23
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Goldman Sachs (GS) 0.0 $211k NEW 546.00 385.77
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Ishares Tr Us Trsprtion (IYT) 0.0 $210k -8% 800.00 262.43
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $207k +61% 6.1k 33.73
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Xcel Energy (XEL) 0.0 $207k NEW 3.3k 61.91
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $200k 2.1k 95.00
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $195k NEW 2.0k 96.39
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $194k 13k 15.57
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $191k 2.7k 72.03
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $190k -4% 2.1k 91.06
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $178k -19% 6.0k 29.72
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $171k NEW 2.7k 63.33
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $170k +184% 2.2k 78.03
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $161k -7% 2.9k 55.35
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First Tr Exchange Traded Consumr Staple (FXG) 0.0 $157k -41% 2.5k 63.09
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $146k NEW 5.8k 25.15
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $144k -14% 1.6k 88.36
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Global X Fds Solar Etf (RAYS) 0.0 $138k -48% 11k 13.22
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $130k NEW 1.0k 124.95
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Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.0 $117k 3.4k 34.70
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $116k -4% 422.00 273.85
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Global X Fds Russell 2000 (RYLD) 0.0 $107k 6.4k 16.74
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $103k -27% 1.0k 98.59
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $103k 656.00 156.89
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $103k NEW 586.00 174.99
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Ishares Tr Msci Usa Value (VLUE) 0.0 $99k 979.00 101.16
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $95k +154% 1.2k 81.10
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $91k +208% 1.2k 76.40
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $91k NEW 1.2k 73.55
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Ishares Tr Expanded Tech (IGV) 0.0 $86k -30% 211.00 405.64
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $85k 850.00 100.51
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Global X Fds Us Pfd Etf (PFFD) 0.0 $83k 4.3k 19.40
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $81k -18% 1.6k 49.71
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $80k 377.00 212.86
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $78k -29% 1.1k 70.11
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Vanguard World Fds Consum Dis Etf (VCR) 0.0 $76k 250.00 304.55
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $75k -33% 1.4k 52.20
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $74k +109% 723.00 102.87
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Ishares Tr Tips Bd Etf (TIP) 0.0 $74k +6% 691.00 107.56
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $74k +41% 2.0k 36.97
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $74k -71% 1.6k 46.36
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Vanguard World Fds Financials Etf (VFH) 0.0 $74k 800.00 92.26
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Select Sector Spdr Tr Energy (XLE) 0.0 $72k +161% 854.00 83.87
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $70k +301% 2.0k 34.85
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $70k -17% 2.8k 24.79
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Vanguard World Fds Materials Etf (VAW) 0.0 $70k +84% 368.00 189.94
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $68k +74% 887.00 76.16
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $65k +94% 1.3k 51.28
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Vaneck Etf Trust Low Carbn Energy (SMOG) 0.0 $62k NEW 563.00 110.64
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $62k -62% 1.4k 44.94
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $61k NEW 1.0k 58.45
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Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $60k 2.6k 23.38
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $56k -21% 539.00 104.46
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $53k +4% 92.00 576.11
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Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $51k NEW 3.0k 17.18
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $50k -6% 190.00 262.26
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $50k NEW 276.00 180.05
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $49k -7% 1.8k 27.14
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $48k -8% 1.1k 42.59
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $48k 809.00 58.82
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $47k 1.5k 31.19
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $46k +3200% 396.00 115.03
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Vanguard World Fds Utilities Etf (VPU) 0.0 $43k -8% 310.00 137.07
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $42k NEW 871.00 48.45
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.0 $42k -38% 1.3k 31.40
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Global X Fds Artificial Etf (AIQ) 0.0 $41k NEW 1.3k 31.18
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Vanguard World Fds Health Car Etf (VHT) 0.0 $35k 140.00 250.70
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $34k +82% 971.00 34.89
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $33k +7% 432.00 75.40
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $31k NEW 260.00 117.13
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Ishares Tr National Mun Etf (MUB) 0.0 $28k NEW 255.00 108.41
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $28k NEW 370.00 74.58
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $26k NEW 163.00 157.54
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $25k +112% 336.00 75.35
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Ishares Tr Global Tech Etf (IXN) 0.0 $25k NEW 366.00 68.18
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $22k NEW 351.00 61.53
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $21k NEW 548.00 37.91
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $20k 429.00 47.24
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Ishares Tr Mbs Etf (MBB) 0.0 $20k -41% 215.00 94.08
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $20k -58% 257.00 77.73
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Ishares Tr Ishares Biotech (IBB) 0.0 $20k NEW 146.00 135.86
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $20k NEW 628.00 31.01
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $19k 363.00 52.00
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $19k 200.00 93.29
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $19k +18% 226.00 82.04
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $18k 300.00 58.73
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $17k NEW 80.00 216.95
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $17k NEW 94.00 178.82
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Ishares Esg Awr Msci Em (ESGE) 0.0 $16k -11% 506.00 32.06
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Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $16k 136.00 117.73
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Global X Fds Lithium Btry Etf (LIT) 0.0 $15k NEW 292.00 50.94
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Ishares Tr Cre U S Reit Etf (USRT) 0.0 $14k +810% 264.00 54.29
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Vanguard World Fds Industrial Etf (VIS) 0.0 $14k NEW 65.00 220.43
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $14k +208% 182.00 77.39
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $13k NEW 358.00 35.20
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Global X Fds Fintech Etf (FINX) 0.0 $13k NEW 489.00 25.57
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $13k 45.00 277.16
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $12k NEW 127.00 96.85
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Select Sector Spdr Tr Communication (XLC) 0.0 $12k NEW 166.00 72.66
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $12k NEW 10.00 1195.70
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Ishares Tr Select Divid Etf (DVY) 0.0 $12k NEW 100.00 117.22
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $12k +155% 286.00 40.21
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Global X Fds Internet Of Thng (SNSR) 0.0 $11k NEW 309.00 35.31
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Spdr Ser Tr Bloomberg High Y (JNK) 0.0 $11k NEW 115.00 94.73
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $10k -74% 121.00 85.55
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $10k 54.00 190.96
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $9.6k -27% 58.00 165.26
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $8.4k NEW 225.00 37.49
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Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $8.0k NEW 375.00 21.24
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Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.0 $7.0k NEW 207.00 33.64
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Ishares Tr Us Infrastruc (IFRA) 0.0 $6.2k NEW 155.00 40.17
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $6.2k NEW 54.00 114.06
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $5.7k NEW 69.00 82.84
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Invesco Exchange Traded Fd T Building & Const (PKB) 0.0 $5.7k NEW 90.00 63.12
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $5.7k +54% 71.00 79.65
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $5.6k NEW 140.00 40.06
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Ishares Tr Glb Infrastr Etf (IGF) 0.0 $5.6k NEW 118.00 47.05
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $5.2k NEW 52.00 99.21
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $5.0k -85% 45.00 110.67
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $4.8k NEW 74.00 64.34
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.0 $4.7k NEW 80.00 59.30
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Ishares Msci Gbl Etf New (PICK) 0.0 $4.6k 106.00 43.08
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $4.3k NEW 105.00 40.69
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $3.9k NEW 141.00 27.99
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $3.8k NEW 42.00 91.40
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $3.7k NEW 51.00 73.39
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $3.7k -31% 124.00 29.73
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Ishares Tr Robotics Artif (IRBO) 0.0 $3.5k NEW 100.00 34.50
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $3.3k -91% 44.00 74.41
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Ishares Tr Agency Bond Etf (AGZ) 0.0 $3.3k 30.00 108.43
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Vaneck Etf Trust Uranium Pls Nucl (NLR) 0.0 $2.9k NEW 40.00 71.72
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.9k 28.00 102.36
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $2.8k NEW 22.00 125.18
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Ishares Tr Us Home Cons Etf (ITB) 0.0 $2.5k NEW 25.00 101.76
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Wisdomtree Tr India Erngs Fd (EPI) 0.0 $2.3k NEW 55.00 41.00
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $2.2k NEW 28.00 78.61
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Ishares Tr Global 100 Etf (IOO) 0.0 $2.2k NEW 27.00 80.56
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Ishares Tr Gov/cred Bd Etf (GBF) 0.0 $2.1k NEW 20.00 105.25
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $2.1k NEW 73.00 28.56
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Ishares Tr Msci China Etf (MCHI) 0.0 $2.0k NEW 50.00 40.74
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $2.0k NEW 60.00 32.65
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $1.9k NEW 23.00 83.91
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $1.9k NEW 20.00 95.35
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.8k NEW 38.00 46.63
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.7k NEW 26.00 65.08
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $1.2k NEW 48.00 25.31
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $1.1k -93% 51.00 20.73
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.0k NEW 30.00 34.47
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Meta Materials (MMAT) 0.0 $961.620000 15k 0.07
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.0 $906.001200 NEW 36.00 25.17
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $893.999400 NEW 14.00 63.86
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Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $45.000000 -99% 1.00 45.00
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Past Filings by Howe & Rusling

SEC 13F filings are viewable for Howe & Rusling going back to 2011

View all past filings