Resources Investment Advisors

Latest statistics and disclosures from OneDigital Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for OneDigital Investment Advisors

OneDigital Investment Advisors holds 989 positions in its portfolio as reported in the September 2023 quarterly 13F filing

OneDigital Investment Advisors has 989 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.6 $303M +57% 6.0M 50.26
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Ishares Tr Core Total Usd (IUSB) 3.3 $151M +32% 3.5M 43.72
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $140M -24% 326k 429.43
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $98M -2% 249k 392.70
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Ishares Tr Mbs Etf (MBB) 2.1 $97M +12% 1.1M 88.80
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Ishares Tr Eafe Value Etf (EFV) 1.9 $87M +57% 1.8M 48.93
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $87M -3% 657k 131.79
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Apple (AAPL) 1.9 $87M 505k 171.21
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.7 $79M -11% 1.8M 44.23
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.6 $73M -3% 967k 75.84
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.4 $63M 743k 84.23
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Ishares Tr Eafe Grwth Etf (EFG) 1.4 $62M +5% 723k 86.30
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Microsoft Corporation (MSFT) 1.3 $62M +6% 195k 315.75
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Goldman Sachs Etf Tr Equal Weight Us (GSEW) 1.2 $55M -3% 921k 59.73
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Ishares Tr TRS FLT RT BD (TFLO) 1.1 $50M NEW 975k 50.74
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American Centy Etf Tr Us Eqt Etf (AVUS) 1.1 $49M +14% 672k 73.26
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Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $49M +19% 196k 249.35
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CVS Caremark Corporation (CVS) 1.1 $49M 697k 69.82
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $48M -45% 1.4M 33.96
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $47M +109% 981k 48.10
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $47M -6% 639k 72.72
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Ishares Tr National Mun Etf (MUB) 0.9 $43M +4% 418k 102.54
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.9 $43M -6% 662k 64.46
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.9 $41M -8% 864k 47.97
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.9 $41M -7% 612k 67.68
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Pimco Etf Tr Active Bd Etf (BOND) 0.9 $40M 458k 87.90
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.8 $39M -3% 1.5M 26.67
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Amazon (AMZN) 0.8 $39M +5% 303k 127.12
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Ishares Tr Msci Usa Min Vol (USMV) 0.8 $38M -27% 522k 72.38
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Ishares Tr Core Msci Eafe (IEFA) 0.8 $38M +25% 586k 64.35
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.8 $37M +2% 671k 55.65
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $35M -35% 488k 70.76
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.7 $33M +71% 1.3M 26.15
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.7 $32M -2% 643k 50.18
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $32M +5% 245k 130.86
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $32M +242% 465k 68.42
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $31M 487k 63.49
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $30M 141k 212.41
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Ishares Tr U.s. Tech Etf (IYW) 0.6 $28M -37% 263k 104.92
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $26M -5% 703k 36.90
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Wisdomtree Tr Us Efficient Cor (NTSX) 0.6 $26M +8% 735k 34.96
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $26M +2% 310k 82.52
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $25M +4% 58k 427.48
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.5 $25M 831k 30.03
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Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $24M +18% 173k 139.70
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.5 $23M -14% 158k 148.69
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $23M -3% 160k 141.69
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $22M +10% 437k 50.89
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Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.5 $22M -10% 700k 31.59
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $22M -13% 233k 94.33
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Ishares Tr Short Treas Bd (SHV) 0.5 $21M +7% 191k 110.47
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Ishares Tr Tips Bd Etf (TIP) 0.5 $21M +245% 203k 103.72
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.4 $20M +8% 705k 28.90
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $20M +3606% 191k 102.02
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JPMorgan Chase & Co. (JPM) 0.4 $19M +5% 134k 145.02
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Ishares Tr Gov/cred Bd Etf (GBF) 0.4 $19M +3143% 188k 100.06
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $19M -8% 120k 155.38
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Ishares Gold Tr Ishares New (IAU) 0.4 $17M 493k 34.99
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $17M 49k 350.30
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $16M -19% 530k 31.01
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $16M +16% 673k 24.34
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $16M 235k 69.78
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $16M -49% 588k 27.53
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Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.3 $16M +8% 600k 26.22
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NVIDIA Corporation (NVDA) 0.3 $16M +10% 36k 434.99
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $15M -9% 297k 51.87
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American Centy Etf Tr Diversified Mu (TAXF) 0.3 $15M -12% 320k 47.95
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Ishares Core Msci Emkt (IEMG) 0.3 $15M +85% 322k 47.59
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UnitedHealth (UNH) 0.3 $15M +10% 30k 504.20
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Ishares Tr S&p 500 Val Etf (IVE) 0.3 $15M +44% 96k 153.84
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $15M -7% 63k 234.91
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Visa Com Cl A (V) 0.3 $13M +14% 58k 230.01
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $13M -3% 268k 49.85
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Palo Alto Networks (PANW) 0.3 $13M +2% 56k 234.44
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $13M +5% 36k 358.27
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $13M +74% 146k 88.69
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Johnson & Johnson (JNJ) 0.3 $13M +5% 83k 155.75
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Strategy Day Hagan Ned (SSUS) 0.3 $13M +10% 376k 34.12
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $13M -2% 308k 41.42
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $13M 261k 48.88
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Privia Health Group (PRVA) 0.3 $13M 549k 23.00
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Exxon Mobil Corporation (XOM) 0.3 $13M +4% 107k 117.58
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Wisdomtree Tr Internationl Efi (NTSI) 0.3 $13M +9% 395k 31.94
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Pimco Etf Tr 0-5 High Yield (HYS) 0.3 $13M +14% 139k 90.30
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Ishares Tr S&p 100 Etf (OEF) 0.3 $12M +21% 60k 200.64
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Wal-Mart Stores (WMT) 0.3 $12M +9% 73k 159.93
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $12M +432% 124k 93.18
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Valmont Industries (VMI) 0.2 $11M 47k 240.21
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $11M -13% 137k 80.97
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $11M -11% 220k 48.95
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.2 $11M +14% 118k 91.12
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Automatic Data Processing (ADP) 0.2 $11M 44k 240.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $10M 39k 265.99
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Alphabet Cap Stk Cl C (GOOG) 0.2 $10M +3% 77k 131.85
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Tesla Motors (TSLA) 0.2 $10M +6% 41k 250.22
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $10M 247k 41.03
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $10M +15% 108k 93.74
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.2 $9.9M +437% 225k 44.10
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Boeing Company (BA) 0.2 $9.9M +2% 52k 191.68
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $9.8M -43% 411k 23.94
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $9.8M +26% 372k 26.20
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $9.2M +12% 175k 52.79
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Meta Platforms Cl A (META) 0.2 $9.2M +18% 31k 300.21
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Ishares Tr Us Hlthcare Etf (IYH) 0.2 $9.1M -19% 34k 270.07
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $9.1M -4% 96k 94.83
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Procter & Gamble Company (PG) 0.2 $9.0M +14% 62k 145.86
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Home Depot (HD) 0.2 $8.9M +6% 30k 302.16
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Ishares Tr Core Div Grwth (DGRO) 0.2 $8.6M +2% 174k 49.53
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $8.6M 160k 53.56
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $8.4M +9% 373k 22.51
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $8.2M -32% 89k 91.59
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $8.2M +88% 187k 43.72
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McDonald's Corporation (MCD) 0.2 $7.9M +10% 30k 263.44
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.2 $7.8M +99% 132k 59.16
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ConocoPhillips (COP) 0.2 $7.7M +2% 64k 119.80
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $7.6M +13% 97k 77.95
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Ishares Tr U.s. Finls Etf (IYF) 0.2 $7.5M -9% 100k 74.76
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Servicenow (NOW) 0.2 $7.5M +24% 13k 558.95
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Pepsi (PEP) 0.2 $7.4M +7% 44k 169.44
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.2 $7.4M 51k 145.27
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Abbvie (ABBV) 0.2 $7.3M +10% 49k 149.06
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $7.3M -8% 145k 50.60
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $7.3M -47% 99k 73.72
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EXACT Sciences Corporation (EXAS) 0.2 $7.2M +7% 105k 68.22
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $7.1M +7% 71k 100.14
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American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $7.1M +15% 161k 44.27
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Costco Wholesale Corporation (COST) 0.2 $7.1M +8% 13k 564.98
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $7.0M 46k 151.82
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $6.9M +250% 138k 50.32
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Chevron Corporation (CVX) 0.1 $6.9M +5% 41k 168.62
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Eli Lilly & Co. (LLY) 0.1 $6.8M +22% 13k 537.15
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $6.7M -5% 152k 43.79
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Broadcom (AVGO) 0.1 $6.6M +8% 7.9k 830.56
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $6.6M +3% 133k 49.49
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $6.5M -4% 34k 189.07
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Merck & Co (MRK) 0.1 $6.3M 61k 102.95
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Advanced Micro Devices (AMD) 0.1 $6.3M +9% 61k 102.82
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $6.3M -4% 83k 75.15
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Ishares Tr Msci Usa Value (VLUE) 0.1 $6.2M +29% 68k 90.72
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Qualcomm (QCOM) 0.1 $6.0M -17% 54k 111.06
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $6.0M -8% 111k 53.52
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $5.8M +9% 79k 73.63
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Ishares Tr Us Infrastruc (IFRA) 0.1 $5.6M +14% 153k 36.59
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $5.4M -6% 26k 208.24
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Simplify Exchange Traded Fun Convexity Etf 0.1 $5.4M +9% 287k 18.73
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $5.4M +15% 112k 48.07
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salesforce (CRM) 0.1 $5.3M +14% 26k 202.78
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $5.2M -3% 100k 52.49
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $5.0M -9% 53k 94.04
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Coca-Cola Company (KO) 0.1 $4.9M +4% 88k 55.98
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Intuitive Surgical Com New (ISRG) 0.1 $4.9M +19% 17k 292.29
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $4.9M +19% 129k 37.95
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $4.9M 65k 74.62
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $4.8M -9% 33k 147.41
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Ea Series Trust Freedom 100 Em (FRDM) 0.1 $4.8M +9% 170k 28.31
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Cisco Systems (CSCO) 0.1 $4.7M -11% 88k 53.76
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Bank of America Corporation (BAC) 0.1 $4.7M +6% 173k 27.38
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $4.7M -7% 46k 103.32
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $4.7M +244% 48k 98.47
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Amgen (AMGN) 0.1 $4.7M -4% 17k 268.76
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Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.1 $4.7M -10% 48k 97.24
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $4.5M -12% 185k 24.49
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $4.5M 107k 42.05
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Vanguard Index Fds Growth Etf (VUG) 0.1 $4.5M -6% 17k 272.32
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $4.5M +39% 114k 39.21
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $4.4M +53% 94k 47.28
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Raymond James Financial (RJF) 0.1 $4.4M +457% 44k 100.43
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Workiva Com Cl A (WK) 0.1 $4.4M 43k 101.34
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Fiserv (FI) 0.1 $4.4M +36% 39k 112.96
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Everest Re Group (EG) 0.1 $4.4M 12k 371.67
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.1 $4.3M -3% 135k 32.26
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.1 $4.3M -54% 134k 32.09
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Wisdomtree Tr Emerging Markets (NTSE) 0.1 $4.3M +9% 166k 25.77
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Pfizer (PFE) 0.1 $4.2M +2% 127k 33.17
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Nuveen Mun High Income Opp F (NMZ) 0.1 $4.0M -2% 433k 9.28
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Select Sector Spdr Tr Financial (XLF) 0.1 $4.0M -4% 121k 33.17
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Workday Cl A (WDAY) 0.1 $3.9M +11% 18k 214.85
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $3.9M +15% 68k 57.85
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Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.1 $3.9M 184k 21.23
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Vanguard Index Fds Value Etf (VTV) 0.1 $3.9M +4% 28k 137.93
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Verizon Communications (VZ) 0.1 $3.9M -3% 120k 32.41
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Union Pacific Corporation (UNP) 0.1 $3.8M -5% 18k 203.63
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.7M -7% 23k 163.93
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $3.7M 81k 45.95
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $3.7M +152% 91k 40.37
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Mastercard Incorporated Cl A (MA) 0.1 $3.6M +7% 9.2k 395.92
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Vail Resorts (MTN) 0.1 $3.6M 16k 221.89
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $3.6M -44% 107k 33.57
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Canadian Pacific Kansas City (CP) 0.1 $3.6M 48k 74.41
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Lockheed Martin Corporation (LMT) 0.1 $3.6M +21% 8.7k 408.96
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Phillips 66 (PSX) 0.1 $3.5M +3% 29k 120.15
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Blackstone Group Inc Com Cl A (BX) 0.1 $3.5M 33k 107.14
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $3.5M -30% 60k 57.93
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Ishares Msci Jpn Etf New (EWJ) 0.1 $3.5M 58k 60.29
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Ishares U S Etf Tr Blackrock Short (MEAR) 0.1 $3.5M +28% 70k 49.81
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $3.4M +118% 31k 113.16
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.4M +4% 58k 59.42
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $3.4M +7% 49k 68.92
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Deere & Company (DE) 0.1 $3.4M -16% 9.0k 377.37
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $3.4M -12% 19k 176.74
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $3.4M +26% 67k 49.83
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Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $3.3M +12% 261k 12.71
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Keysight Technologies (KEYS) 0.1 $3.3M +13% 25k 132.31
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O'reilly Automotive (ORLY) 0.1 $3.3M +3% 3.6k 908.86
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Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $3.3M -14% 194k 16.84
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $3.3M -3% 7.1k 456.65
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Apollo Sr Floating Rate Fd I (AFT) 0.1 $3.2M -8% 240k 13.44
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General Electric Com New (GE) 0.1 $3.2M +29% 29k 110.55
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Intel Corporation (INTC) 0.1 $3.2M -2% 90k 35.55
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Activision Blizzard 0.1 $3.2M +10% 34k 93.63
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Parker-Hannifin Corporation (PH) 0.1 $3.1M +29% 8.0k 389.52
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.1M 65k 47.83
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $3.0M +17% 40k 75.17
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $2.9M -2% 64k 45.74
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.9M 12k 235.09
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.9M +4% 4.9k 588.66
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First Tr Morningstar Divid L SHS (FDL) 0.1 $2.8M +26% 85k 33.44
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Duke Energy Corp Com New (DUK) 0.1 $2.8M +8% 32k 88.26
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $2.8M -6% 109k 25.65
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Ishares Tr Faln Angls Usd (FALN) 0.1 $2.8M -26% 112k 24.80
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.8M 29k 94.19
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Nabors Industries SHS (NBR) 0.1 $2.8M 22k 123.14
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $2.7M -38% 48k 57.15
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Thermo Fisher Scientific (TMO) 0.1 $2.7M +13% 5.4k 506.17
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Iqvia Holdings (IQV) 0.1 $2.7M +12% 14k 196.75
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American Centy Etf Tr Real Estate Etf (AVRE) 0.1 $2.7M +16% 71k 37.57
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.1 $2.7M -17% 86k 30.72
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Bristol Myers Squibb (BMY) 0.1 $2.6M +2% 46k 58.04
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Raytheon Technologies Corp (RTX) 0.1 $2.6M -6% 37k 71.97
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $2.6M +6% 56k 46.38
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American Express Company (AXP) 0.1 $2.6M +31% 17k 149.19
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Abbott Laboratories (ABT) 0.1 $2.6M -3% 26k 96.85
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Lamb Weston Hldgs (LW) 0.1 $2.5M 27k 92.46
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At&t (T) 0.1 $2.5M +7% 168k 15.02
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.5M -9% 15k 171.45
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.5M +9% 29k 86.90
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $2.5M +4% 33k 75.98
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Emerson Electric (EMR) 0.1 $2.5M +6% 26k 96.57
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.5M +61% 8.1k 307.10
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Wisdomtree Tr Wsdm Emktbd Fd (EMCB) 0.1 $2.5M -15% 40k 61.56
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Comcast Corp Cl A (CMCSA) 0.1 $2.4M +13% 55k 44.34
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.4M -13% 81k 30.15
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.4M +17% 24k 100.67
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Arthur J. Gallagher & Co. (AJG) 0.1 $2.4M +4% 11k 227.92
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Templeton Emerging Markets Income Fund (TEI) 0.1 $2.4M -9% 522k 4.61
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.1 $2.4M 125k 19.19
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Edwards Lifesciences (EW) 0.1 $2.4M +15% 35k 69.28
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Walt Disney Company (DIS) 0.1 $2.4M -5% 30k 81.05
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Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.1 $2.4M -2% 44k 53.48
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Diageo Spon Adr New (DEO) 0.1 $2.3M +32% 16k 149.18
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Past Filings by OneDigital Investment Advisors

SEC 13F filings are viewable for OneDigital Investment Advisors going back to 2017

View all past filings