Howe and Rusling

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Portfolio Holdings for Howe & Rusling

Howe & Rusling holds 384 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 3.6 $38M 190k 200.30
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Ishares Tr Intrm Gov Cr Etf (GVI) 3.6 $37M +7% 357k 103.98
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Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $34M +6% 129k 259.90
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $30M +8% 367k 80.51
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Microsoft Corporation (MSFT) 2.7 $29M +3% 68k 420.72
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Ishares Tr Core S&p500 Etf (IVV) 2.7 $28M +4% 53k 525.73
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Exxon Mobil Corporation (XOM) 2.6 $27M 231k 116.24
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Broadcom (AVGO) 2.6 $27M 20k 1325.46
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Apple (AAPL) 2.4 $25M 148k 171.48
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Ishares Tr Core S&p Us Gwt (IUSG) 2.3 $24M +9% 208k 117.21
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Amazon (AMZN) 1.8 $19M +2% 105k 180.38
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Ishares Tr Core S&p Us Vlu (IUSV) 1.8 $19M +20% 208k 90.44
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Constellation Brands Cl A (STZ) 1.7 $18M 65k 271.77
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Caterpillar (CAT) 1.6 $17M -8% 46k 366.46
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Intercontinental Exchange (ICE) 1.5 $15M 111k 137.43
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Meta Platforms Cl A (META) 1.3 $14M 29k 485.58
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Pepsi (PEP) 1.3 $14M -24% 78k 175.02
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UnitedHealth (UNH) 1.3 $14M +18% 27k 494.75
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Philip Morris International (PM) 1.2 $13M +3% 140k 91.62
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Johnson & Johnson (JNJ) 1.2 $13M -24% 79k 158.21
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Honeywell International (HON) 1.2 $12M +9% 59k 205.25
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DTE Energy Company (DTE) 1.2 $12M +8% 108k 112.15
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Alphabet Cap Stk Cl C (GOOG) 1.1 $12M -3% 78k 152.26
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Stryker Corporation (SYK) 1.1 $12M +2% 33k 357.91
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Micron Technology (MU) 1.1 $12M +5% 100k 117.90
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General Dynamics Corporation (GD) 1.1 $12M 41k 282.50
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Union Pacific Corporation (UNP) 1.1 $11M 46k 245.95
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Bank of America Corporation (BAC) 1.1 $11M -27% 293k 37.92
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Abbvie (ABBV) 1.1 $11M +5% 61k 182.11
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Astrazeneca Sponsored Adr (AZN) 1.0 $11M +3% 162k 67.75
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $11M +4% 140k 77.32
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Amphenol Corp Cl A (APH) 1.0 $10M 90k 115.35
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Coca-Cola Company (KO) 1.0 $10M 163k 61.18
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Lowe's Companies (LOW) 1.0 $9.9M -27% 39k 254.74
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TJX Companies (TJX) 0.9 $9.3M +8% 92k 101.43
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EOG Resources (EOG) 0.9 $9.3M 73k 127.84
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Morgan Stanley Com New (MS) 0.8 $8.7M 93k 94.16
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Goldman Sachs (GS) 0.8 $8.5M +3643% 20k 417.71
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Amdocs SHS (DOX) 0.8 $8.4M +11% 93k 90.38
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Baxter International (BAX) 0.8 $8.1M +9% 189k 42.75
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Chevron Corporation (CVX) 0.8 $7.9M -41% 50k 157.76
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Us Bancorp Del Com New (USB) 0.7 $7.8M +22% 174k 44.70
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Crown Holdings (CCK) 0.7 $7.8M 98k 79.27
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CMS Energy Corporation (CMS) 0.7 $7.8M +39% 129k 60.35
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Range Resources (RRC) 0.7 $7.7M NEW 224k 34.43
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Cme (CME) 0.7 $7.7M +2% 36k 215.30
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $7.5M -35% 14k 523.09
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Mondelez Intl Cl A (MDLZ) 0.7 $7.5M 107k 70.00
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Mastercard Incorporated Cl A (MA) 0.7 $7.4M +2% 15k 481.55
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Visa Com Cl A (V) 0.7 $7.4M 27k 279.09
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Genuine Parts Company (GPC) 0.7 $7.3M +2% 47k 154.94
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Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $7.3M -49% 60k 120.99
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $7.2M +2% 65k 110.52
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Ishares Tr Broad Usd High (USHY) 0.7 $7.1M +9% 195k 36.59
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $6.9M 164k 41.77
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Vanguard Index Fds Mid Cap Etf (VO) 0.7 $6.8M -19% 27k 249.86
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Edwards Lifesciences (EW) 0.6 $6.7M +41% 70k 95.56
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Costco Wholesale Corporation (COST) 0.6 $6.4M 8.8k 732.64
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $6.4M +4% 18k 346.67
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Qualcomm (QCOM) 0.6 $6.3M 37k 169.33
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Electronic Arts (EA) 0.6 $5.9M 45k 132.67
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American Tower Reit (AMT) 0.6 $5.8M +2% 29k 197.60
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Ishares Bitcoin Tr SHS 0.5 $5.6M NEW 139k 40.47
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Intuit (INTU) 0.5 $5.5M +5% 8.5k 650.03
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Walt Disney Company (DIS) 0.5 $5.4M NEW 44k 122.36
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Becton, Dickinson and (BDX) 0.5 $5.2M +2223% 21k 247.50
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.5 $5.2M NEW 82k 63.17
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Norfolk Southern (NSC) 0.5 $5.1M +10% 20k 254.87
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Allied Motion Technologies (ALNT) 0.5 $5.1M NEW 143k 35.68
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $5.1M +8% 88k 58.07
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Crowdstrike Hldgs Cl A (CRWD) 0.5 $5.0M +5% 16k 320.59
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AmerisourceBergen (COR) 0.5 $4.9M -36% 20k 243.00
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McKesson Corporation (MCK) 0.5 $4.8M -18% 9.0k 536.86
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Fiserv (FI) 0.5 $4.8M 30k 159.82
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Monster Beverage Corp (MNST) 0.5 $4.7M NEW 80k 59.28
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Kla Corp Com New (KLAC) 0.4 $4.6M 6.6k 698.67
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Asml Holding N V N Y Registry Shs (ASML) 0.4 $4.3M +19% 4.4k 970.37
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Pinterest Cl A (PINS) 0.4 $4.2M +5% 123k 34.67
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Booking Holdings (BKNG) 0.4 $4.0M 1.1k 3627.91
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Nextera Energy (NEE) 0.4 $3.8M -32% 60k 63.92
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Applied Materials (AMAT) 0.3 $3.5M 17k 206.23
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Marvell Technology (MRVL) 0.3 $3.4M +7% 48k 70.88
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.4M 8.1k 418.01
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Palo Alto Networks (PANW) 0.3 $3.4M 12k 284.13
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Skyworks Solutions (SWKS) 0.3 $3.2M 30k 108.32
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Ishares Tr Msci Intl Qualty (IQLT) 0.3 $3.2M -12% 81k 39.66
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $3.2M -10% 43k 74.22
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L3harris Technologies (LHX) 0.3 $3.1M +4% 15k 213.10
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Vanguard World Mega Cap Val Etf (MGV) 0.3 $3.1M +29% 26k 119.51
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.3 $2.8M 40k 68.80
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.7M +6% 46k 58.65
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Raytheon Technologies Corp (RTX) 0.2 $2.6M -8% 26k 97.53
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Zscaler Incorporated (ZS) 0.2 $2.6M +5% 13k 192.62
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Ishares Tr Core Div Grwth (DGRO) 0.2 $2.5M -4% 43k 58.06
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Merck & Co (MRK) 0.2 $2.5M 19k 131.95
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Corteva (CTVA) 0.2 $2.5M -6% 43k 57.67
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Invesco Exchange Traded Fd T Food & Beverage (PBJ) 0.2 $2.4M -2% 50k 48.72
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Adobe Systems Incorporated (ADBE) 0.2 $2.1M 4.3k 504.60
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BioMarin Pharmaceutical (BMRN) 0.2 $2.1M 25k 87.34
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Ishares Tr S&p 100 Etf (OEF) 0.2 $2.1M 8.4k 247.41
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Paychex (PAYX) 0.2 $2.0M -2% 17k 122.80
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Charles Schwab Corporation (SCHW) 0.2 $1.9M -72% 27k 72.34
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $1.8M 29k 61.05
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NVIDIA Corporation (NVDA) 0.2 $1.7M +3% 1.9k 903.62
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McDonald's Corporation (MCD) 0.2 $1.6M 5.8k 281.95
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Shell Spon Ads (SHEL) 0.2 $1.6M 24k 67.04
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Broadstone Net Lease (BNL) 0.2 $1.6M -19% 103k 15.67
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Amgen (AMGN) 0.1 $1.4M -4% 4.9k 284.32
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Intel Corporation (INTC) 0.1 $1.3M 29k 44.17
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M -2% 2.3k 556.40
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.1M +34% 22k 50.60
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Lockheed Martin Corporation (LMT) 0.1 $1.1M -3% 2.5k 454.87
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Ishares Tr Core High Dv Etf (HDV) 0.1 $1.1M -26% 10k 110.22
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Home Depot (HD) 0.1 $1.1M +3% 2.8k 383.54
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Pfizer (PFE) 0.1 $1.1M -25% 39k 27.75
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S&p Global (SPGI) 0.1 $1.0M +2% 2.4k 425.45
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Oneok (OKE) 0.1 $999k -3% 13k 80.17
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Cisco Systems (CSCO) 0.1 $973k 20k 49.91
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Procter & Gamble Company (PG) 0.1 $906k +19% 5.6k 162.25
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Dupont De Nemours (DD) 0.1 $888k 12k 76.67
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $881k +11% 19k 47.44
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Ishares Core Msci Emkt (IEMG) 0.1 $780k -11% 15k 51.60
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Vanguard Index Fds Value Etf (VTV) 0.1 $779k -14% 4.8k 162.85
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Motorola Solutions Com New (MSI) 0.1 $743k 2.1k 354.98
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $713k -3% 1.8k 397.76
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Wp Carey (WPC) 0.1 $671k 12k 56.44
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.1 $666k 13k 51.71
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $654k +12% 4.3k 150.93
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AFLAC Incorporated (AFL) 0.1 $652k 7.6k 85.86
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3M Company (MMM) 0.1 $638k +17% 6.0k 106.07
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International Business Machines (IBM) 0.1 $610k -5% 3.2k 190.96
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Verizon Communications (VZ) 0.1 $610k -9% 15k 41.96
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Oracle Corporation (ORCL) 0.1 $606k 4.8k 125.62
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $601k +13% 3.9k 155.91
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $585k +15% 12k 49.24
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $579k -5% 5.0k 115.30
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Bristol Myers Squibb (BMY) 0.1 $573k -12% 11k 54.23
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Dow (DOW) 0.1 $571k 9.9k 57.93
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Abbott Laboratories (ABT) 0.1 $571k +2% 5.0k 113.65
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Target Corporation (TGT) 0.1 $570k 3.2k 177.21
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $558k +76% 3.8k 147.73
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $554k 1.2k 480.58
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.1 $541k +49% 8.0k 67.39
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Ishares Tr Core Total Usd (IUSB) 0.1 $534k +5% 12k 45.59
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Ross Stores (ROST) 0.1 $530k +37% 3.6k 146.76
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Campbell Soup Company (CPB) 0.1 $524k +139% 12k 44.45
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Dycom Industries (DY) 0.0 $520k -15% 3.6k 143.53
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ConocoPhillips (COP) 0.0 $507k +15% 4.0k 127.28
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PPL Corporation (PPL) 0.0 $499k 18k 27.53
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Darling International (DAR) 0.0 $493k +17% 11k 46.51
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Eli Lilly & Co. (LLY) 0.0 $491k 631.00 777.96
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $487k +23% 7.8k 62.06
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $484k 7.3k 66.57
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Waste Management (WM) 0.0 $482k NEW 2.3k 213.19
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Altria (MO) 0.0 $475k -34% 11k 43.62
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General Electric Com New (GE) 0.0 $470k -24% 2.7k 175.53
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Transcat (TRNS) 0.0 $468k +19% 4.2k 111.43
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Cracker Barrel Old Country Store (CBRL) 0.0 $467k +124% 6.4k 72.73
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American Electric Power Company (AEP) 0.0 $464k 5.4k 86.10
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Enterprise Products Partners (EPD) 0.0 $454k -3% 16k 29.18
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $452k +531% 5.6k 80.63
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Kaman Corporation (KAMN) 0.0 $437k 9.5k 45.87
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W.W. Grainger (GWW) 0.0 $432k 425.00 1017.30
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $430k -2% 4.4k 97.95
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M&T Bank Corporation (MTB) 0.0 $415k NEW 2.9k 145.44
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Netflix (NFLX) 0.0 $413k -19% 680.00 607.33
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Enerpac Tool Group Corp Cl A Com (EPAC) 0.0 $411k -4% 12k 35.66
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U.S. Physical Therapy (USPH) 0.0 $410k 3.6k 112.87
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Select Sector Spdr Tr Technology (XLK) 0.0 $407k +72% 2.0k 208.27
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Emerson Electric (EMR) 0.0 $407k +5% 3.6k 113.40
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Select Sector Spdr Tr Indl (XLI) 0.0 $405k +62% 3.2k 125.96
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $402k 957.00 420.52
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Boot Barn Hldgs (BOOT) 0.0 $402k +15% 4.2k 95.15
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Comcast Corp Cl A (CMCSA) 0.0 $401k -84% 9.3k 43.35
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Northrop Grumman Corporation (NOC) 0.0 $398k 832.00 478.81
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Sherwin-Williams Company (SHW) 0.0 $397k +8% 1.1k 347.33
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NBT Ban (NBTB) 0.0 $397k 11k 36.68
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Regeneron Pharmaceuticals (REGN) 0.0 $396k -9% 411.00 962.49
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Belden (BDC) 0.0 $391k +3% 4.2k 92.61
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American Express Company (AXP) 0.0 $380k 1.7k 227.69
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Brink's Company (BCO) 0.0 $378k +5% 4.1k 92.38
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Ishares Tr Core Msci Total (IXUS) 0.0 $371k 5.5k 67.86
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Cigna Corp (CI) 0.0 $369k -11% 1.0k 363.19
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Mgp Ingredients Inc Common Sto (MGPI) 0.0 $368k +21% 4.3k 86.13
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Louisiana-Pacific Corporation (LPX) 0.0 $359k 4.3k 83.91
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Gilead Sciences (GILD) 0.0 $359k 4.9k 73.25
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $353k +15% 7.0k 50.17
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Boston Beer Cl A (SAM) 0.0 $347k +43% 1.1k 304.42
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Select Sector Spdr Tr Financial (XLF) 0.0 $343k -37% 8.1k 42.12
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Timken Company (TKR) 0.0 $342k 3.9k 87.43
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Allstate Corporation (ALL) 0.0 $342k -3% 2.0k 173.01
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Wec Energy Group (WEC) 0.0 $337k +2% 4.1k 82.12
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Spdr Gold Tr Gold Shs (GLD) 0.0 $336k -5% 1.6k 205.72
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $335k 2.1k 158.81
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Live Oak Bancshares (LOB) 0.0 $326k 7.9k 41.51
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $323k 618.00 522.88
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Entergy Corporation (ETR) 0.0 $321k 3.0k 105.68
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Dorman Products (DORM) 0.0 $319k NEW 3.3k 96.39
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $318k +15% 1.4k 228.67
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AGCO Corporation (AGCO) 0.0 $317k 2.6k 123.02
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Colgate-Palmolive Company (CL) 0.0 $317k 3.5k 90.05
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Servicenow (NOW) 0.0 $312k NEW 409.00 762.40
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Proshares Tr Russ 2000 Divd (SMDV) 0.0 $312k -2% 4.9k 64.01
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $310k 3.0k 102.75
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Wells Fargo & Company (WFC) 0.0 $309k -15% 5.3k 57.96
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Ball Corporation (BALL) 0.0 $308k -25% 4.6k 67.36
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $301k -4% 678.00 443.82
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Vanguard World Mega Grwth Ind (MGK) 0.0 $295k 1.0k 286.61
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.0 $286k -2% 3.6k 78.56
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $281k +28% 7.9k 35.61
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Moody's Corporation (MCO) 0.0 $279k +14% 709.00 393.03
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Trane Technologies SHS (TT) 0.0 $279k 928.00 300.20
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Zoetis Cl A (ZTS) 0.0 $277k NEW 1.6k 169.21
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Ingevity (NGVT) 0.0 $276k NEW 5.8k 47.70
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Rbc Cad (RY) 0.0 $267k NEW 2.6k 100.88
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Vanguard World Inf Tech Etf (VGT) 0.0 $266k +2% 508.00 524.34
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Armstrong World Industries (AWI) 0.0 $266k -27% 2.1k 124.22
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Polaris Industries (PII) 0.0 $264k NEW 2.6k 100.12
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Murphy Usa (MUSA) 0.0 $263k -6% 627.00 419.20
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CVS Caremark Corporation (CVS) 0.0 $262k +2% 3.3k 79.77
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Targa Res Corp (TRGP) 0.0 $257k NEW 2.3k 111.99
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $250k 11k 22.77
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $247k -20% 3.2k 76.67
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Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) 0.0 $245k 6.5k 37.59
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $241k 12k 20.05
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First Tr Mid Cap Core Alphad Com Shs (FNX) 0.0 $241k 2.1k 113.37
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Global X Fds Solar Etf (RAYS) 0.0 $239k +94% 20k 11.77
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Southern Company (SO) 0.0 $234k NEW 3.3k 71.74
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Stepan Company (SCL) 0.0 $230k NEW 2.5k 90.04
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $228k +3% 4.6k 49.95
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $226k -86% 1.1k 210.30
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Texas Instruments Incorporated (TXN) 0.0 $225k -4% 1.3k 174.21
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $225k +10% 2.9k 76.36
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Thor Industries (THO) 0.0 $224k -5% 1.9k 117.34
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Etf Ser Solutions Us Vegan Climate (VEGN) 0.0 $223k NEW 4.8k 46.87
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.0 $223k 2.1k 105.86
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Ishares Tr Us Trsprtion (IYT) 0.0 $223k +295% 3.2k 70.40
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Rockwell Automation (ROK) 0.0 $221k 757.00 291.33
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Toyota Motor Corp Ads (TM) 0.0 $218k NEW 867.00 251.68
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Newmont Mining Corporation (NEM) 0.0 $217k -10% 6.1k 35.84
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salesforce (CRM) 0.0 $216k NEW 716.00 301.18
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $213k -43% 7.4k 28.92
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $210k 2.1k 100.83
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Humana (HUM) 0.0 $210k -42% 606.00 346.72
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Check Point Software Tech Lt Ord (CHKP) 0.0 $208k NEW 1.3k 164.01
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MetLife (MET) 0.0 $204k NEW 2.8k 74.11
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Malibu Boats Com Cl A (MBUU) 0.0 $202k NEW 4.7k 43.28
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $192k 2.0k 94.66
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Vanguard Index Fds Growth Etf (VUG) 0.0 $180k -28% 522.00 344.20
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $178k +2% 13k 13.98
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $176k +6% 3.1k 57.03
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $176k +4454% 1.9k 91.80
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $173k 2.6k 65.65
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $151k -39% 917.00 164.35
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $148k +1214% 1.6k 92.89
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Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $140k 6.1k 23.05
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First Tr Exchange Traded Consumr Staple (FXG) 0.0 $136k -20% 2.0k 68.49
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $133k -80% 394.00 337.05
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $132k 586.00 225.15
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Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) 0.0 $122k 3.4k 36.01
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $119k -6% 396.00 300.21
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $114k +59% 4.5k 25.25
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $109k -19% 833.00 131.29
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Global X Fds Artificial Etf (AIQ) 0.0 $109k +142% 3.2k 33.96
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $109k -22% 1.3k 86.48
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Global X Fds Russell 2000 (RYLD) 0.0 $109k 6.4k 16.91
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Global X Fds Us Pfd Etf (PFFD) 0.0 $98k +14% 4.9k 20.16
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $93k 850.00 109.17
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $87k NEW 1.5k 58.54
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $87k +10% 2.2k 39.03
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $85k 1.1k 75.98
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $82k +77% 703.00 116.86
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $82k +9% 1.6k 52.16
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $80k 724.00 110.55
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $80k +11% 2.2k 35.46
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Vanguard World Consum Dis Etf (VCR) 0.0 $79k 250.00 317.73
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $77k -26% 771.00 99.43
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $76k +17% 1.5k 51.28
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $75k +3% 1.6k 45.61
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Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.0 $75k -14% 322.00 233.00
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $74k -26% 866.00 85.09
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Select Sector Spdr Tr Energy (XLE) 0.0 $73k -9% 777.00 94.46
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.0 $72k +16% 1.6k 44.49
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $70k -78% 1.2k 58.59
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $70k +32% 366.00 191.95
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Ishares Tr Tips Bd Etf (TIP) 0.0 $70k -5% 651.00 107.48
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $68k NEW 2.1k 31.95
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $67k 1.0k 64.15
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Spdr Ser Tr Portfli High Yld (SPHY) 0.0 $60k 2.6k 23.46
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $60k -2% 525.00 114.14
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $60k +186% 264.00 225.92
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $59k +216% 1.2k 51.60
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Vaneck Etf Trust Low Carbn Energy (SMOG) 0.0 $55k 563.00 98.32
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Vaneck Etf Trust Ig Floating Rate (FLTR) 0.0 $51k -65% 2.0k 25.51
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $51k NEW 1.2k 41.95
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $49k -10% 171.00 288.04
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $49k +900% 520.00 94.53
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $48k 1.5k 32.23
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $44k +402% 1.1k 39.28
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Vanguard World Utilities Etf (VPU) 0.0 $44k 310.00 142.58
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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) 0.0 $44k 1.3k 32.93
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $42k -16% 1.5k 27.76
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $41k -54% 549.00 75.38
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $41k NEW 169.00 239.76
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $40k NEW 931.00 43.04
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Vanguard World Materials Etf (VAW) 0.0 $30k -59% 148.00 204.43
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $29k +3% 168.00 169.44
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $28k NEW 840.00 32.69
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Ishares Tr National Mun Etf (MUB) 0.0 $27k 255.00 107.60
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $27k +47% 631.00 42.26
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $23k -14% 317.00 72.33
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $22k NEW 353.00 62.34
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $22k 257.00 84.09
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $22k 201.00 107.15
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $21k 548.00 38.74
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $20k +48% 530.00 38.47
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $20k 628.00 31.62
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.0 $19k 80.00 238.32
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $19k -29% 238.00 79.86
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $19k NEW 211.00 89.66
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $18k +75% 102.00 179.12
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $18k NEW 598.00 30.22
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.0 $18k NEW 716.00 25.06
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Vanguard World Comm Srvc Etf (VOX) 0.0 $18k 136.00 131.22
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Ishares Esg Awr Msci Em (ESGE) 0.0 $17k +6% 540.00 32.23
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Ishares Tr Cohen Steer Reit (ICF) 0.0 $17k 300.00 57.70
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $16k -15% 191.00 81.78
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $16k NEW 323.00 48.09
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Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $15k +685% 157.00 94.25
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $15k +1298% 713.00 20.30
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $14k NEW 558.00 24.72
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $13k -55% 116.00 115.81
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Ishares Tr Global Tech Etf (IXN) 0.0 $12k -54% 166.00 74.81
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Ishares Tr Select Divid Etf (DVY) 0.0 $12k 100.00 123.18
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $12k 10.00 1219.40
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Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $12k NEW 313.00 36.75
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Ishares Tr Agency Bond Etf (AGZ) 0.0 $12k +253% 106.00 108.06
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $11k +311% 185.00 60.74
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Vanguard World Consum Stp Etf (VDC) 0.0 $11k 54.00 204.15
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Vanguard World Health Car Etf (VHT) 0.0 $11k -71% 40.00 270.52
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $11k -69% 132.00 81.43
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $10k -87% 205.00 49.05
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $9.3k NEW 170.00 54.44
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $9.1k -73% 255.00 35.80
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $8.9k NEW 218.00 40.90
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $8.8k NEW 112.00 78.23
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Ishares Tr Eafe Value Etf (EFV) 0.0 $8.6k NEW 159.00 54.40
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Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $8.4k -83% 475.00 17.69
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $7.8k -83% 185.00 42.14
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Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.0 $7.5k 207.00 36.33
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $7.5k +16% 63.00 118.30
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Invesco Exchange Traded Fd T Building & Const (PKB) 0.0 $6.7k 90.00 74.87
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $6.7k -43% 162.00 41.08
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $5.4k NEW 195.00 27.94
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $5.4k NEW 95.00 56.40
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Ishares Tr Mbs Etf (MBB) 0.0 $5.1k -74% 55.00 92.44
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $5.0k 74.00 67.57
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Ishares Msci Gbl Etf New (PICK) 0.0 $4.4k 106.00 41.71
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $4.4k 105.00 41.85
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $4.4k -31% 47.00 92.55
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Ishares Tr Cmbs Etf (CMBS) 0.0 $4.1k NEW 86.00 47.10
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $4.0k 141.00 28.04
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $3.9k 124.00 31.79
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $3.9k NEW 61.00 63.34
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $3.7k 44.00 83.75
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $3.6k NEW 132.00 27.20
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Ishares Tr Robotics Artif (IRBO) 0.0 $3.4k 100.00 34.35