Personal Capital Advisors
Latest statistics and disclosures from Personal Capital Advisors Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHF, IWM, BSV, VWO, VNQ, and represent 29.86% of Personal Capital Advisors Corp's stock portfolio.
- Added to shares of these 10 stocks: VGIT (+$647M), USIG (+$478M), ITOT (+$175M), IEFA (+$108M), VNQ (+$76M), IWM (+$63M), VWO (+$58M), VNQI (+$54M), SCHP (+$33M), BA (+$25M).
- Started 55 new stock positions in XLB, SCHC, JNK, OIH, FNDX, CLB, MDLZ, PRIM, XLG, NYCB.
- Reduced shares in these 10 stocks: IEI (-$636M), LQD (-$457M), BSV (-$45M), PYPL (-$21M), META (-$21M), IAU (-$16M), ALB (-$14M), CRM (-$11M), CCOI (-$11M), VZ (-$10M).
- Sold out of its positions in RCUS, AVDX, SAN, CDW, CTAS, DORM, FSK, QCLN, Flagstar Ban, ICLN. MRVL, OXY, RPM, RBLX, SPOK, STT, SFY, MGK, MDT.
- Personal Capital Advisors Corp was a net buyer of stock by $797M.
- Personal Capital Advisors Corp has $21B in assets under management (AUM), dropping by 11.31%.
- Central Index Key (CIK): 0001571669
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Portfolio Holdings for Personal Capital Advisors Corp
Personal Capital Advisors Corp holds 489 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.2 | $2.3B | 71M | 32.21 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 5.6 | $1.2B | +5% | 6.6M | 174.36 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 4.8 | $990M | -4% | 13M | 75.28 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.8 | $989M | +6% | 25M | 38.98 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $717M | +11% | 8.7M | 82.48 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.1 | $647M | NEW | 11M | 58.48 | |
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 2.4 | $493M | +12% | 12M | 41.34 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 2.3 | $478M | NEW | 9.7M | 49.11 | |
| Ishares Gold Tr Ishares New (IAU) | 2.3 | $471M | -3% | 14M | 34.59 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.1 | $436M | +8% | 8.4M | 51.79 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 2.1 | $426M | +5% | 11M | 40.51 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.0 | $413M | +2% | 6.3M | 65.74 | |
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.8 | $378M | +4% | 3.7M | 102.81 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 1.6 | $330M | 8.1M | 40.89 | ||
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $318M | +5% | 1.7M | 191.19 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.5 | $300M | +140% | 3.5M | 84.80 | |
| Apple (AAPL) | 1.2 | $245M | 1.9M | 129.93 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.2 | $240M | 2.5M | 96.96 | ||
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.1 | $235M | +6% | 16M | 14.78 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.1 | $222M | +2% | 4.7M | 47.43 | |
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 1.0 | $214M | -2% | 8.8M | 24.23 | |
| Microsoft Corporation (MSFT) | 1.0 | $200M | 835k | 239.82 | ||
| Ishares Esg Awr Msci Em (ESGE) | 0.8 | $170M | +5% | 5.6M | 30.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $150M | 486k | 308.90 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $150M | -4% | 1.7M | 88.73 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $144M | +8% | 1.1M | 134.10 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $135M | +2% | 389k | 347.73 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.6 | $130M | 615k | 210.52 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $123M | -5% | 1.2M | 106.44 | |
| Procter & Gamble Company (PG) | 0.6 | $122M | 806k | 151.56 | ||
| Amazon (AMZN) | 0.6 | $120M | +2% | 1.4M | 84.00 | |
| Wal-Mart Stores (WMT) | 0.5 | $112M | 788k | 141.79 | ||
| Pfizer (PFE) | 0.5 | $111M | +2% | 2.2M | 51.24 | |
| UnitedHealth (UNH) | 0.5 | $110M | 207k | 530.18 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $109M | +10834% | 1.8M | 61.64 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $106M | 965k | 110.30 | ||
| Starbucks Corporation (SBUX) | 0.5 | $106M | 1.1M | 99.20 | ||
| Johnson & Johnson (JNJ) | 0.5 | $104M | 590k | 176.65 | ||
| Amgen (AMGN) | 0.5 | $103M | 390k | 262.64 | ||
| Nextera Energy (NEE) | 0.5 | $101M | 1.2M | 83.60 | ||
| Netflix (NFLX) | 0.5 | $100M | -8% | 339k | 294.88 | |
| Chevron Corporation (CVX) | 0.5 | $98M | 548k | 179.49 | ||
| Honeywell International (HON) | 0.5 | $98M | 456k | 214.30 | ||
| Dupont De Nemours (DD) | 0.5 | $96M | +2% | 1.4M | 68.63 | |
| Abbott Laboratories (ABT) | 0.5 | $93M | +2% | 849k | 109.79 | |
| Bank of America Corporation (BAC) | 0.4 | $93M | 2.8M | 33.12 | ||
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.4 | $93M | +20% | 4.5M | 20.56 | |
| NVIDIA Corporation (NVDA) | 0.4 | $91M | +29% | 623k | 146.14 | |
| Home Depot (HD) | 0.4 | $91M | +2% | 288k | 315.86 | |
| Coca-Cola Company (KO) | 0.4 | $91M | 1.4M | 63.61 | ||
| Monster Beverage Corp (MNST) | 0.4 | $90M | 882k | 101.53 | ||
| Costco Wholesale Corporation (COST) | 0.4 | $90M | +2% | 196k | 456.50 | |
| Illinois Tool Works (ITW) | 0.4 | $88M | 398k | 220.30 | ||
| United Parcel Service CL B (UPS) | 0.4 | $86M | +2% | 492k | 173.84 | |
| Kraft Heinz (KHC) | 0.4 | $84M | +2% | 2.1M | 40.71 | |
| Southern Copper Corporation (SCCO) | 0.4 | $84M | +2% | 1.4M | 60.39 | |
| Duke Energy Corp Com New (DUK) | 0.4 | $83M | +3% | 805k | 102.99 | |
| Southern Company (SO) | 0.4 | $83M | +2% | 1.2M | 71.41 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $82M | 59k | 1387.50 | ||
| Archer Daniels Midland Company (ADM) | 0.4 | $82M | 882k | 92.85 | ||
| Air Products & Chemicals (APD) | 0.4 | $77M | 250k | 308.26 | ||
| Nike CL B (NKE) | 0.4 | $77M | +19% | 658k | 117.01 | |
| Walt Disney Company (DIS) | 0.4 | $74M | +3% | 848k | 86.88 | |
| Sherwin-Williams Company (SHW) | 0.4 | $73M | +4% | 306k | 237.33 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $71M | +4% | 840k | 84.75 | |
| Boeing Company (BA) | 0.3 | $69M | +58% | 363k | 190.49 | |
| Sempra Energy (SRE) | 0.3 | $69M | +2% | 447k | 154.54 | |
| Baker Hughes Company Cl A (BKR) | 0.3 | $68M | 2.3M | 29.53 | ||
| Eversource Energy (ES) | 0.3 | $68M | 809k | 83.84 | ||
| Valero Energy Corporation (VLO) | 0.3 | $66M | 522k | 126.86 | ||
| AES Corporation (AES) | 0.3 | $66M | 2.3M | 28.76 | ||
| Nucor Corporation (NUE) | 0.3 | $66M | +2% | 500k | 131.81 | |
| Uber Technologies (UBER) | 0.3 | $65M | -5% | 2.6M | 24.73 | |
| Abbvie (ABBV) | 0.3 | $65M | +9% | 402k | 161.61 | |
| Pinnacle West Capital Corporation (PNW) | 0.3 | $64M | +2% | 843k | 76.04 | |
| Waste Management (WM) | 0.3 | $64M | 407k | 156.88 | ||
| Ecolab (ECL) | 0.3 | $62M | +3% | 426k | 145.56 | |
| Kinder Morgan (KMI) | 0.3 | $62M | 3.4M | 18.08 | ||
| Albemarle Corporation (ALB) | 0.3 | $60M | -19% | 278k | 216.86 | |
| CVS Caremark Corporation (CVS) | 0.3 | $60M | 647k | 93.19 | ||
| Meta Platforms Cl A (META) | 0.3 | $58M | -26% | 484k | 120.34 | |
| Dollar Tree (DLTR) | 0.3 | $58M | 410k | 141.44 | ||
| Verizon Communications (VZ) | 0.3 | $57M | -15% | 1.5M | 39.40 | |
| Roper Industries (ROP) | 0.3 | $57M | +2% | 131k | 432.09 | |
| At&t (T) | 0.3 | $57M | +4% | 3.1M | 18.41 | |
| Newmont Mining Corporation (NEM) | 0.3 | $55M | +16% | 1.2M | 47.20 | |
| Service Corporation International (SCI) | 0.3 | $55M | +2% | 788k | 69.14 | |
| salesforce (CRM) | 0.3 | $54M | -16% | 410k | 132.59 | |
| PPL Corporation (PPL) | 0.3 | $54M | +2% | 1.9M | 29.22 | |
| Goldman Sachs (GS) | 0.3 | $54M | +2% | 157k | 343.38 | |
| Essential Utils (WTRG) | 0.3 | $54M | +2% | 1.1M | 47.73 | |
| L3harris Technologies (LHX) | 0.3 | $54M | 257k | 208.21 | ||
| Evergy (EVRG) | 0.3 | $53M | +3% | 834k | 62.93 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $52M | -9% | 1.5M | 34.97 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $51M | 2.1M | 24.57 | ||
| Vanguard World Fds Materials Etf (VAW) | 0.2 | $51M | +3% | 298k | 170.20 | |
| Dow (DOW) | 0.2 | $50M | 999k | 50.39 | ||
| Verisk Analytics (VRSK) | 0.2 | $50M | 285k | 176.42 | ||
| Eastman Chemical Company (EMN) | 0.2 | $49M | -3% | 601k | 81.44 | |
| Fortinet (FTNT) | 0.2 | $49M | +5% | 998k | 48.89 | |
| SYSCO Corporation (SYY) | 0.2 | $47M | 617k | 76.45 | ||
| Darling International (DAR) | 0.2 | $46M | -11% | 738k | 62.59 | |
| Paypal Holdings (PYPL) | 0.2 | $46M | -31% | 645k | 71.22 | |
| Northern Trust Corporation (NTRS) | 0.2 | $45M | +2% | 513k | 88.49 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.2 | $45M | +4% | 294k | 153.36 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $45M | 619k | 72.35 | ||
| MGM Resorts International. (MGM) | 0.2 | $42M | +19% | 1.3M | 33.53 | |
| Pool Corporation (POOL) | 0.2 | $42M | +8% | 139k | 302.33 | |
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $42M | +3% | 906k | 45.97 | |
| Masco Corporation (MAS) | 0.2 | $40M | +3% | 864k | 46.67 | |
| Tyler Technologies (TYL) | 0.2 | $37M | -11% | 114k | 322.41 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.2 | $37M | +2% | 191k | 191.57 | |
| Match Group (MTCH) | 0.2 | $36M | +62% | 860k | 41.49 | |
| Tesla Motors (TSLA) | 0.2 | $36M | -15% | 289k | 123.18 | |
| Charles River Laboratories (CRL) | 0.2 | $35M | -9% | 161k | 217.90 | |
| Lowe's Companies (LOW) | 0.2 | $34M | 168k | 199.24 | ||
| Edwards Lifesciences (EW) | 0.2 | $34M | -16% | 449k | 74.61 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $31M | +31% | 634k | 48.59 | |
| Intel Corporation (INTC) | 0.1 | $31M | -11% | 1.2M | 26.43 | |
| CMS Energy Corporation (CMS) | 0.1 | $29M | +3% | 456k | 63.33 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $29M | +30% | 3.0M | 9.48 | |
| Owens Corning (OC) | 0.1 | $28M | 323k | 85.30 | ||
| Pepsi (PEP) | 0.1 | $26M | +2% | 144k | 180.66 | |
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $25M | 209k | 121.28 | ||
| Portland Gen Elec Com New (POR) | 0.1 | $25M | +2% | 512k | 49.00 | |
| Twilio Cl A (TWLO) | 0.1 | $23M | +56% | 476k | 48.96 | |
| Merck & Co (MRK) | 0.1 | $23M | -2% | 205k | 110.95 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $22M | +17% | 518k | 41.97 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $22M | +23% | 433k | 50.14 | |
| Cloudflare Cl A Com (NET) | 0.1 | $21M | 453k | 45.21 | ||
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $20M | +17% | 242k | 82.25 | |
| California Water Service (CWT) | 0.1 | $20M | 326k | 60.64 | ||
| Sanmina (SANM) | 0.1 | $19M | 336k | 57.29 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $19M | +257% | 194k | 96.99 | |
| Stepan Company (SCL) | 0.1 | $19M | +2% | 176k | 106.46 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $19M | 91k | 203.81 | ||
| Charles Schwab Corporation (SCHW) | 0.1 | $18M | 217k | 83.26 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $18M | 49k | 365.84 | ||
| TJX Companies (TJX) | 0.1 | $17M | 212k | 79.60 | ||
| Rli (RLI) | 0.1 | $17M | 128k | 131.27 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $16M | +75% | 362k | 44.81 | |
| H.B. Fuller Company (FUL) | 0.1 | $16M | 219k | 71.62 | ||
| Granite Construction (GVA) | 0.1 | $15M | +2% | 432k | 35.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $15M | +26% | 39k | 382.43 | |
| Clearwater Paper (CLW) | 0.1 | $15M | +2% | 384k | 37.81 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $15M | 107k | 135.75 | ||
| Xcel Energy (XEL) | 0.1 | $14M | 205k | 70.11 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $14M | 178k | 78.79 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $14M | +39% | 42k | 336.53 | |
| Consolidated Edison (ED) | 0.1 | $14M | 146k | 95.31 | ||
| Ormat Technologies (ORA) | 0.1 | $14M | 158k | 86.48 | ||
| Vanguard World Fds Industrial Etf (VIS) | 0.1 | $14M | +4% | 74k | 182.64 | |
| Automatic Data Processing (ADP) | 0.1 | $13M | +2% | 56k | 238.86 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $13M | -98% | 113k | 114.89 | |
| Lauder Estee Cos Cl A (EL) | 0.1 | $13M | 52k | 248.11 | ||
| Balchem Corporation (BCPC) | 0.1 | $13M | +2% | 104k | 122.11 | |
| Booking Holdings (BKNG) | 0.1 | $13M | -5% | 6.3k | 2015.12 | |
| American Water Works (AWK) | 0.1 | $13M | +3% | 83k | 152.42 | |
| Northwestern Corp Com New (NWE) | 0.1 | $13M | +3% | 214k | 59.34 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $13M | +9% | 255k | 49.49 | |
| Avangrid (AGR) | 0.1 | $12M | +2% | 290k | 42.98 | |
| General Mills (GIS) | 0.1 | $12M | 148k | 83.85 | ||
| Werner Enterprises (WERN) | 0.1 | $12M | +3% | 307k | 40.26 | |
| Hancock Holding Company (HWC) | 0.1 | $12M | +3% | 254k | 48.39 | |
| Northwest Natural Holdin (NWN) | 0.1 | $12M | +3% | 254k | 47.59 | |
| PPG Industries (PPG) | 0.1 | $12M | -6% | 94k | 125.74 | |
| Campbell Soup Company (CPB) | 0.1 | $12M | 206k | 56.75 | ||
| First Intst Bancsystem Com Cl A (FIBK) | 0.1 | $12M | +3% | 301k | 38.65 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $12M | -97% | 110k | 105.43 | |
| AGCO Corporation (AGCO) | 0.1 | $11M | 79k | 138.69 | ||
| 3M Company (MMM) | 0.1 | $11M | +9% | 90k | 119.92 | |
| Southwest Gas Corporation (SWX) | 0.1 | $11M | +4% | 175k | 61.88 | |
| Xylem (XYL) | 0.1 | $11M | 97k | 110.57 | ||
| Aaon Com Par $0.004 (AAON) | 0.1 | $10M | 137k | 75.32 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $9.6M | +382% | 133k | 71.84 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $9.6M | +3% | 61k | 157.48 | |
| Dominion Resources (D) | 0.0 | $9.5M | -14% | 155k | 61.32 | |
| Msci (MSCI) | 0.0 | $9.4M | 20k | 465.16 | ||
| Expeditors International of Washington (EXPD) | 0.0 | $9.4M | 90k | 103.92 | ||
| International Flavors & Fragrances (IFF) | 0.0 | $8.6M | -17% | 82k | 104.84 | |
| Yeti Hldgs (YETI) | 0.0 | $8.4M | +10% | 204k | 41.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $8.4M | 95k | 88.23 | ||
| Target Corporation (TGT) | 0.0 | $8.1M | +4% | 54k | 149.04 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $8.1M | +27% | 85k | 94.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $8.0M | +5% | 21k | 384.20 | |
| Illumina (ILMN) | 0.0 | $7.2M | +8% | 36k | 202.20 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $6.5M | 35k | 183.54 | ||
| Mongodb Cl A (MDB) | 0.0 | $6.3M | 32k | 196.84 | ||
| Citigroup Com New (C) | 0.0 | $6.3M | -15% | 139k | 45.23 | |
| Hain Celestial (HAIN) | 0.0 | $5.9M | +12% | 364k | 16.18 | |
| Trex Company (TREX) | 0.0 | $5.7M | +103% | 134k | 42.33 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $5.7M | -16% | 16k | 351.34 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $5.4M | +182% | 116k | 46.70 | |
| V.F. Corporation (VFC) | 0.0 | $5.3M | +62% | 193k | 27.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $5.2M | +13% | 20k | 266.28 | |
| McDonald's Corporation (MCD) | 0.0 | $4.4M | +36% | 17k | 263.53 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $4.2M | 38k | 108.96 | ||
| Visa Com Cl A (V) | 0.0 | $3.9M | 19k | 207.76 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $3.3M | 22k | 151.85 | ||
| Cisco Systems (CSCO) | 0.0 | $3.1M | -4% | 65k | 47.64 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $3.1M | -5% | 6.3k | 486.53 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $3.1M | +16% | 14k | 213.11 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $3.0M | +27% | 14k | 214.24 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $3.0M | +12% | 9.3k | 319.41 | |
| Oracle Corporation (ORCL) | 0.0 | $2.9M | -2% | 36k | 81.74 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $2.6M | -8% | 20k | 132.86 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.4M | +3% | 17k | 140.37 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $2.3M | +16% | 15k | 158.80 | |
| Domino's Pizza (DPZ) | 0.0 | $2.3M | 6.5k | 346.40 | ||
| Broadcom (AVGO) | 0.0 | $2.2M | +2% | 4.0k | 559.13 | |
| Masimo Corporation (MASI) | 0.0 | $2.2M | 15k | 147.95 | ||
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.1M | +40% | 107k | 19.29 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $2.0M | +2% | 3.7k | 550.69 | |
| Intuit (INTU) | 0.0 | $2.0M | +11% | 5.1k | 389.22 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.9M | +4% | 29k | 64.77 | |
| American Express Company (AXP) | 0.0 | $1.8M | -3% | 12k | 147.75 | |
| Qualcomm (QCOM) | 0.0 | $1.7M | +10% | 16k | 109.94 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.7M | -4% | 33k | 51.72 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.6M | 36k | 45.15 | ||
| International Business Machines (IBM) | 0.0 | $1.6M | -5% | 11k | 140.89 | |
| Autodesk (ADSK) | 0.0 | $1.6M | 8.5k | 186.87 | ||
| Anthem (ELV) | 0.0 | $1.6M | +2% | 3.0k | 512.97 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.6M | +10% | 9.1k | 169.64 | |
| Eagle Ban (EGBN) | 0.0 | $1.5M | 34k | 44.07 | ||
| Caterpillar (CAT) | 0.0 | $1.5M | -4% | 6.2k | 239.56 | |
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $1.4M | +438% | 52k | 26.77 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.3M | 11k | 124.44 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $1.2M | +3% | 7.5k | 165.21 | |
| Solarwinds Corp Com New (SWI) | 0.0 | $1.2M | NEW | 130k | 9.36 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.2M | -7% | 6.9k | 174.20 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $1.2M | 21k | 56.11 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.2M | +2% | 4.9k | 241.90 | |
| Cadence Design Systems (CDNS) | 0.0 | $1.1M | +175% | 6.8k | 160.64 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.1M | 16k | 65.64 | ||
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $1.1M | 25k | 41.61 | ||
| Mettler-Toledo International (MTD) | 0.0 | $1.0M | -8% | 716.00 | 1445.45 | |
| Danaher Corporation (DHR) | 0.0 | $1.0M | -2% | 3.9k | 265.42 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $986k | +17% | 4.9k | 200.54 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $968k | -3% | 11k | 87.47 | |
| Legalzoom (LZ) | 0.0 | $958k | -35% | 124k | 7.74 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $956k | +30% | 9.5k | 100.92 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $953k | +163% | 14k | 70.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $911k | 3.4k | 266.84 | ||
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $909k | +17% | 27k | 34.20 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $895k | -3% | 20k | 45.65 | |
| Union Pacific Corporation (UNP) | 0.0 | $882k | 4.3k | 207.07 | ||
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $866k | +43% | 6.4k | 135.24 | |
| Coupa Software (COUP) | 0.0 | $857k | 11k | 79.17 | ||
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $847k | +20% | 3.9k | 219.02 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $841k | 9.8k | 86.15 | ||
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $840k | +32% | 11k | 73.63 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $834k | 1.5k | 546.40 | ||
| Prologis (PLD) | 0.0 | $828k | +10% | 7.3k | 112.73 | |
| Lam Research Corporation (LRCX) | 0.0 | $818k | -4% | 1.9k | 420.30 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $789k | NEW | 9.5k | 82.89 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $757k | -10% | 10k | 75.54 | |
| Bristol Myers Squibb (BMY) | 0.0 | $755k | 11k | 71.95 | ||
| Deere & Company (DE) | 0.0 | $752k | -5% | 1.8k | 428.76 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $744k | 22k | 33.48 | ||
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.0 | $729k | -54% | 22k | 33.71 | |
| Wells Fargo & Company (WFC) | 0.0 | $725k | -23% | 18k | 41.29 | |
| American Electric Power Company (AEP) | 0.0 | $702k | NEW | 7.4k | 94.95 | |
| ConocoPhillips (COP) | 0.0 | $692k | -18% | 5.9k | 118.00 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $691k | +4% | 4.6k | 151.65 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $671k | 4.9k | 135.85 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $664k | 11k | 58.50 | ||
| Emerson Electric (EMR) | 0.0 | $658k | -2% | 6.8k | 96.05 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $657k | 3.0k | 220.68 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $648k | +47% | 4.5k | 145.07 | |
| Applied Materials (AMAT) | 0.0 | $634k | -3% | 6.5k | 97.38 | |
| Caci Intl Cl A (CACI) | 0.0 | $632k | 2.1k | 300.59 | ||
| Gilead Sciences (GILD) | 0.0 | $624k | -9% | 7.3k | 85.85 | |
| American Tower Reit (AMT) | 0.0 | $618k | -4% | 2.9k | 211.86 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $613k | +59% | 7.9k | 77.51 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $612k | 19k | 32.88 | ||
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $605k | -3% | 4.8k | 125.11 | |
| Shell Spon Ads (SHEL) | 0.0 | $604k | +7% | 11k | 56.95 | |
| Ishares Tr Exponential Tech (XT) | 0.0 | $596k | 13k | 47.34 | ||
| Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $595k | 18k | 33.41 | ||
| McKesson Corporation (MCK) | 0.0 | $590k | -2% | 1.6k | 375.12 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $580k | -6% | 5.5k | 105.29 | |
| Kla Corp Com New (KLAC) | 0.0 | $577k | +11% | 1.5k | 377.03 | |
| Boston Scientific Corporation (BSX) | 0.0 | $573k | +21% | 12k | 46.27 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $572k | +22% | 24k | 23.67 | |
| Wp Carey (WPC) | 0.0 | $569k | +8% | 7.3k | 78.15 | |
| Cigna Corp (CI) | 0.0 | $569k | 1.7k | 331.34 | ||
| Doximity Cl A (DOCS) | 0.0 | $566k | NEW | 17k | 33.56 | |
| G-III Apparel (GIII) | 0.0 | $557k | -91% | 41k | 13.71 | |
| Coupang Cl A (CPNG) | 0.0 | $552k | 38k | 14.71 | ||
| Lucid Group (LCID) | 0.0 | $548k | 80k | 6.83 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $539k | -6% | 8.0k | 67.80 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $539k | -9% | 3.3k | 165.48 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $533k | -20% | 4.6k | 116.39 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $533k | +2% | 9.4k | 56.48 | |
| Altria (MO) | 0.0 | $524k | -3% | 12k | 45.71 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $513k | +3% | 7.5k | 68.30 | |
| Ida (IDA) | 0.0 | $504k | NEW | 4.7k | 107.85 | |
| Morgan Stanley Com New (MS) | 0.0 | $499k | -5% | 5.9k | 85.02 | |
| Helios Technologies (HLIO) | 0.0 | $498k | 9.2k | 54.44 | ||
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $497k | 11k | 47.47 | ||
| W.R. Berkley Corporation (WRB) | 0.0 | $496k | 6.8k | 72.57 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $492k | 902.00 | 545.61 | ||
| Workday Cl A (WDAY) | 0.0 | $490k | 2.9k | 167.33 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $489k | +57% | 5.0k | 98.21 | |
| Vulcan Materials Company (VMC) | 0.0 | $489k | 2.8k | 175.11 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $486k | +44% | 4.6k | 105.34 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $484k | +11% | 2.7k | 179.76 | |
| Bentley Sys Com Cl B (BSY) | 0.0 | $481k | 13k | 36.96 | ||
| Philip Morris International (PM) | 0.0 | $481k | 4.7k | 101.21 | ||
| Halozyme Therapeutics (HALO) | 0.0 | $478k | 8.4k | 56.90 | ||
| MercadoLibre (MELI) | 0.0 | $476k | +11% | 563.00 | 846.24 | |
| Norfolk Southern (NSC) | 0.0 | $475k | -6% | 1.9k | 246.44 | |
| New York Community Ban (NYCB) | 0.0 | $475k | NEW | 55k | 8.60 | |
| Trimble Navigation (TRMB) | 0.0 | $469k | 9.3k | 50.56 | ||
| Halliburton Company (HAL) | 0.0 | $469k | -9% | 12k | 39.35 | |
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $468k | +10% | 1.3k | 348.08 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $459k | NEW | 13k | 35.04 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $459k | +15% | 4.3k | 105.52 | |
| Ishares Tr Global Reit Etf (REET) | 0.0 | $454k | NEW | 20k | 22.71 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $450k | -44% | 2.9k | 155.15 | |
| Marriott Intl Cl A (MAR) | 0.0 | $445k | +4% | 3.0k | 148.87 | |
| Vmware Cl A Com (VMW) | 0.0 | $445k | -4% | 3.6k | 122.76 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $441k | NEW | 5.7k | 77.68 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $438k | -11% | 3.2k | 135.34 | |
| Shopify Cl A (SHOP) | 0.0 | $437k | +29% | 13k | 34.71 | |
| Moody's Corporation (MCO) | 0.0 | $426k | 1.5k | 278.62 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $420k | -10% | 1.6k | 265.35 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $419k | -36% | 3.9k | 108.21 | |
| Confluent Class A Com (CFLT) | 0.0 | $419k | 19k | 22.24 | ||
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $417k | -3% | 1.7k | 248.00 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $413k | +14% | 5.5k | 74.49 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $411k | 4.8k | 85.50 | ||
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $410k | NEW | 17k | 24.06 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $409k | NEW | 4.9k | 83.60 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $406k | 2.7k | 149.65 | ||
| Stryker Corporation (SYK) | 0.0 | $403k | -6% | 1.6k | 244.49 | |
| EOG Resources (EOG) | 0.0 | $397k | 3.1k | 129.52 | ||
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $396k | +4% | 3.0k | 131.27 | |
| BlackRock (BLK) | 0.0 | $395k | -9% | 557.00 | 708.63 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $394k | +8% | 5.8k | 67.45 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $386k | +17% | 3.8k | 100.79 | |
| Activision Blizzard (ATVI) | 0.0 | $385k | +31% | 5.0k | 76.55 | |
| Proshares Tr Pshs Ultra O&g (DIG) | 0.0 | $383k | NEW | 9.0k | 42.50 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $382k | +21% | 12k | 31.84 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $371k | 8.1k | 45.50 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $366k | -33% | 1.1k | 331.33 | |
| Fiserv (FISV) | 0.0 | $365k | +6% | 3.6k | 101.07 | |
| Si-bone (SIBN) | 0.0 | $362k | 27k | 13.60 | ||
| Crescent Point Energy Trust (CPG) | 0.0 | $356k | 50k | 7.13 | ||
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $356k | NEW | 1.3k | 275.98 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $356k | 16k | 22.02 | ||
| Zscaler Incorporated (ZS) | 0.0 | $353k | 3.2k | 111.90 | ||
| Electronic Arts (EA) | 0.0 | $352k | 2.9k | 122.18 | ||
| IDEXX Laboratories (IDXX) | 0.0 | $348k | 853.00 | 407.96 | ||
| First Virginia Community Bank (FVCB) | 0.0 | $345k | NEW | 18k | 19.07 | |
| Capital One Financial (COF) | 0.0 | $343k | 3.7k | 92.96 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $340k | +2% | 2.4k | 141.25 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $339k | +2% | 1.2k | 291.00 | |
| Humana (HUM) | 0.0 | $339k | -8% | 661.00 | 512.19 | |
| ExlService Holdings (EXLS) | 0.0 | $338k | 2.0k | 169.43 | ||
| NetApp (NTAP) | 0.0 | $335k | 5.6k | 60.06 | ||
| Unilever Spon Adr New (UL) | 0.0 | $333k | 6.6k | 50.35 | ||
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $330k | -6% | 5.6k | 58.61 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $330k | +34% | 4.7k | 70.37 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $326k | -3% | 3.9k | 82.73 | |
| Corning Incorporated (GLW) | 0.0 | $325k | +44% | 10k | 31.94 | |
| Phillips 66 (PSX) | 0.0 | $322k | -23% | 3.1k | 104.08 | |
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $322k | +3% | 7.3k | 43.95 | |
| Schlumberger Com Stk (SLB) | 0.0 | $321k | -16% | 6.0k | 53.46 | |
| Yum! Brands (YUM) | 0.0 | $321k | -11% | 2.5k | 128.08 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $318k | NEW | 7.1k | 44.98 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $317k | +23% | 4.4k | 72.94 | |
| AFLAC Incorporated (AFL) | 0.0 | $317k | -5% | 4.4k | 71.94 | |
| Truist Financial Corp equities (TFC) | 0.0 | $314k | 7.3k | 43.03 | ||
| Dover Corporation (DOV) | 0.0 | $312k | NEW | 2.3k | 135.41 | |
| Southwest Airlines (LUV) | 0.0 | $311k | NEW | 9.2k | 33.67 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $309k | NEW | 3.4k | 90.00 | |
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $307k | -2% | 6.6k | 46.72 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $306k | -4% | 5.5k | 55.44 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.0 | $305k | 6.1k | 50.04 | ||
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $303k | +2% | 3.3k | 91.56 | |
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $303k | -97% | 5.3k | 57.08 | |
| Hp (HPQ) | 0.0 | $302k | -10% | 11k | 26.87 | |
| Zoetis Cl A (ZTS) | 0.0 | $302k | +5% | 2.1k | 146.55 | |
| Oneok (OKE) | 0.0 | $298k | NEW | 4.5k | 65.70 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $298k | 85k | 3.51 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $298k | NEW | 4.5k | 66.65 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $294k | 16k | 18.01 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $291k | +7% | 2.3k | 129.16 | |
| Cummins (CMI) | 0.0 | $290k | +2% | 1.2k | 242.29 | |
| Globant S A (GLOB) | 0.0 | $289k | 1.7k | 168.16 | ||
| Atkore Intl (ATKR) | 0.0 | $285k | NEW | 2.5k | 113.42 | |
| Chubb (CB) | 0.0 | $285k | -14% | 1.3k | 220.60 | |
| Metropcs Communications (TMUS) | 0.0 | $282k | 2.0k | 139.98 | ||
| Cme (CME) | 0.0 | $281k | NEW | 1.7k | 168.16 | |
| O'reilly Automotive (ORLY) | 0.0 | $279k | -11% | 331.00 | 844.03 | |
| Lululemon Athletica (LULU) | 0.0 | $279k | +11% | 872.00 | 320.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $278k | -19% | 3.7k | 74.49 | |
| Diageo Spon Adr New (DEO) | 0.0 | $278k | +7% | 1.6k | 178.19 | |
| Block Cl A (SQ) | 0.0 | $278k | -3% | 4.4k | 62.84 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $278k | +33% | 6.2k | 44.83 | |
| Primoris Services (PRIM) | 0.0 | $277k | NEW | 13k | 21.94 | |
| New Mountain Finance Corp (NMFC) | 0.0 | $275k | 22k | 12.37 | ||
| AutoZone (AZO) | 0.0 | $274k | 111.00 | 2466.18 | ||
| Canadian Natl Ry (CNI) | 0.0 | $272k | 2.3k | 118.88 | ||
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $272k | 3.3k | 82.32 | ||
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $271k | -3% | 6.4k | 42.50 | |
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $270k | 11k | 24.28 | ||
| CSX Corporation (CSX) | 0.0 | $270k | -16% | 8.7k | 30.98 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $266k | -13% | 7.1k | 37.36 | |
| Motorola Solutions Com New (MSI) | 0.0 | $263k | -3% | 1.0k | 257.71 | |
| Te Connectivity SHS (TEL) | 0.0 | $260k | ||||