Rsm Us Wealth Management

Latest statistics and disclosures from Choreo's latest quarterly 13F-HR filing:

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Positions held by Rsm Us Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Choreo

Choreo holds 462 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.3 $262M 961k 272.31
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Vanguard Index Fds Value Etf (VTV) 8.7 $245M 1.8M 137.93
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Vanguard Index Fds Sm Cp Val Etf (VBR) 5.3 $151M 944k 159.49
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Ishares Tr Rus 1000 Grw Etf (IWF) 4.1 $117M -2% 438k 266.50
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.9 $110M 2.8M 39.21
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.8 $109M +2% 507k 214.18
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Apple (AAPL) 2.4 $69M +3% 403k 171.21
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Dimensional Etf Trust Us Mktwide Value (DFUV) 2.3 $64M -3% 1.9M 34.02
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.1 $60M 1.8M 33.96
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $58M 1.3M 43.72
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Dimensional Etf Trust Internatnal Val (DFIV) 1.9 $53M 1.6M 32.62
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Ishares Tr Rus 1000 Val Etf (IWD) 1.8 $52M 339k 152.81
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Dimensional Etf Trust Us Equity Etf (DFUS) 1.8 $50M -4% 1.1M 46.55
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $42M +10% 820k 50.60
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.3 $38M 71.00 531477.00
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Ishares Tr Rus 1000 Etf (IWB) 1.3 $37M -2% 156k 235.92
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $34M 79k 427.48
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Microsoft Corporation (MSFT) 1.1 $31M +6% 98k 315.75
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $31M 78k 394.25
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Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $30M +2% 140k 212.41
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4068594 Enphase Energy (ENPH) 1.0 $29M 243k 120.15
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $28M +2% 878k 32.25
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Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $27M 194k 136.49
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Ishares Tr Cre U S Reit Etf (USRT) 0.9 $26M 542k 47.76
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Vanguard Index Fds Small Cp Etf (VB) 0.9 $26M 136k 189.08
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $26M -3% 561k 45.69
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $25M -3% 484k 52.49
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $25M -2% 112k 224.61
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $23M +34% 341k 68.64
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Ishares Tr Msci Usa Min Vol (USMV) 0.8 $23M +2% 314k 72.77
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Alps Etf Tr Alerian Mlp (AMLP) 0.8 $22M 528k 42.20
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $22M +3% 392k 56.47
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Thor Industries (THO) 0.8 $22M +5082% 229k 95.13
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $21M +33% 162k 132.30
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United Parcel Service CL B (UPS) 0.8 $21M +2% 136k 155.87
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Ishares Tr Core S&p500 Etf (IVV) 0.7 $20M -5% 45k 431.41
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $19M 55k 350.30
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $19M 299k 64.35
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Vanguard Index Fds Large Cap Etf (VV) 0.7 $19M 95k 195.69
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Ishares Tr Russell 2000 Etf (IWM) 0.6 $17M 98k 177.57
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Ishares Core Msci Emkt (IEMG) 0.6 $17M 366k 47.59
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $17M -38% 177k 93.91
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.6 $16M +33% 671k 24.34
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $16M -5% 223k 69.80
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Home Depot (HD) 0.5 $14M +6% 47k 302.16
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Ishares Tr National Mun Etf (MUB) 0.5 $14M +39% 138k 102.54
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Fiserv (FI) 0.5 $14M 120k 112.96
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $13M +2% 35k 358.27
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Ishares Tr Core Div Grwth (DGRO) 0.4 $12M 240k 49.92
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Amazon (AMZN) 0.4 $12M 94k 127.12
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $9.8M +5% 75k 130.86
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NVIDIA Corporation (NVDA) 0.3 $9.6M +17% 22k 434.98
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Chevron Corporation (CVX) 0.3 $9.6M 57k 168.62
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Automatic Data Processing (ADP) 0.3 $8.9M 37k 240.58
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Ishares Tr Eafe Value Etf (EFV) 0.3 $8.2M +16% 168k 48.93
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.3 $8.2M +24% 313k 26.15
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Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $8.1M -32% 58k 140.11
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Alphabet Cap Stk Cl C (GOOG) 0.3 $7.9M +4% 60k 131.85
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Procter & Gamble Company (PG) 0.3 $7.5M 51k 145.86
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Ishares Tr Eafe Grwth Etf (EFG) 0.3 $7.3M +8% 85k 86.30
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Exxon Mobil Corporation (XOM) 0.3 $7.2M +10% 61k 117.58
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Ishares Tr Tips Bd Etf (TIP) 0.2 $6.9M +2% 67k 103.72
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $6.9M +16% 126k 54.84
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $6.7M -3% 97k 68.92
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Simpson Manufacturing (SSD) 0.2 $6.4M 43k 149.81
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Johnson & Johnson (JNJ) 0.2 $6.3M 40k 155.75
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $6.2M +10% 183k 34.07
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Ishares Tr Short Treas Bd (SHV) 0.2 $6.1M +121% 56k 110.47
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Ishares Tr Msci Kld400 Soc (DSI) 0.2 $6.0M +7% 74k 81.73
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JPMorgan Chase & Co. (JPM) 0.2 $5.9M +4% 41k 145.02
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.2 $5.5M -15% 84k 65.22
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Tidal Etf Tr Rpar Risk Pari (RPAR) 0.2 $5.4M -18% 310k 17.51
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Costco Wholesale Corporation (COST) 0.2 $5.3M 9.4k 564.97
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Pepsi (PEP) 0.2 $5.1M +10% 30k 169.44
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $5.0M 54k 93.18
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McDonald's Corporation (MCD) 0.2 $5.0M -2% 19k 263.43
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Bristol Myers Squibb (BMY) 0.2 $5.0M +2% 86k 58.04
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3M Company (MMM) 0.2 $4.7M +2% 50k 93.62
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Coca-Cola Company (KO) 0.2 $4.6M -19% 81k 56.44
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Visa Com Cl A (V) 0.2 $4.5M 20k 230.01
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Tesla Motors (TSLA) 0.2 $4.5M +8% 18k 250.22
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Abbvie (ABBV) 0.2 $4.4M +12% 30k 149.06
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $4.4M +19% 62k 70.76
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $4.4M 54k 80.97
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Merck & Co (MRK) 0.2 $4.3M -2% 42k 103.68
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $4.1M +92% 16k 250.49
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $4.1M 112k 36.53
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $4.1M 107k 37.95
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UnitedHealth (UNH) 0.1 $4.0M +2% 7.9k 504.19
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.1 $3.9M 149k 26.59
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Union Pacific Corporation (UNP) 0.1 $3.9M 19k 203.63
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.9M -5% 51k 76.39
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $3.8M 52k 73.72
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Ishares Tr Mbs Etf (MBB) 0.1 $3.8M -18% 42k 88.80
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $3.7M +2% 18k 208.24
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Pfizer (PFE) 0.1 $3.6M +3% 107k 33.17
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Broadcom (AVGO) 0.1 $3.5M +5% 4.3k 830.63
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Eli Lilly & Co. (LLY) 0.1 $3.4M 6.4k 537.17
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Ishares Gold Tr Ishares New (IAU) 0.1 $3.4M -11% 97k 34.99
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Cisco Systems (CSCO) 0.1 $3.4M +15% 62k 53.76
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $3.4M +6% 36k 94.04
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.3M 8.0k 415.81
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Meta Platforms Cl A (META) 0.1 $3.3M +2% 11k 300.21
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $3.2M -34% 94k 33.57
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.1M -16% 35k 88.69
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World Gold Tr Spdr Gld Minis (GLDM) 0.1 $3.1M -8% 85k 36.66
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $3.1M -36% 33k 94.79
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $3.0M NEW 60k 50.74
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $2.9M +2% 15k 194.66
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Caterpillar (CAT) 0.1 $2.9M +2% 11k 273.00
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $2.9M -39% 35k 82.52
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $2.8M +3% 56k 50.18
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $2.8M -39% 27k 105.01
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $2.8M 40k 69.58
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Marriott Intl Cl A (MAR) 0.1 $2.8M 14k 196.56
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Walt Disney Company (DIS) 0.1 $2.8M +26% 34k 81.05
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Ishares Tr Core Msci Euro (IEUR) 0.1 $2.8M 56k 49.66
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Vanguard World Extended Dur (EDV) 0.1 $2.7M -14% 39k 70.03
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International Business Machines (IBM) 0.1 $2.7M 19k 140.30
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Deere & Company (DE) 0.1 $2.7M -13% 7.2k 377.40
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Wal-Mart Stores (WMT) 0.1 $2.6M -2% 17k 159.93
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Oracle Corporation (ORCL) 0.1 $2.6M +2% 25k 105.92
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Bank of America Corporation (BAC) 0.1 $2.5M 93k 27.38
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.5M 35k 72.72
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HMN Financial (HMNF) 0.1 $2.5M 132k 19.13
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.5M +8% 24k 102.02
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $2.4M -11% 48k 50.49
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $2.4M 32k 75.22
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Verizon Communications (VZ) 0.1 $2.4M +3% 75k 32.41
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Flexshares Tr Mornstar Upstr (GUNR) 0.1 $2.3M -10% 58k 40.44
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Abbott Laboratories (ABT) 0.1 $2.2M +15% 23k 96.85
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Ishares Tr Core High Dv Etf (HDV) 0.1 $2.2M -7% 22k 99.95
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $2.2M -3% 24k 91.53
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $2.1M 21k 103.32
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Starbucks Corporation (SBUX) 0.1 $2.1M 23k 91.27
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Norfolk Southern (NSC) 0.1 $2.1M 11k 196.93
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $2.1M 16k 130.96
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Ishares Esg Awr Msci Em (ESGE) 0.1 $2.1M +16% 68k 30.28
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.0M -18% 18k 115.01
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Lowe's Companies (LOW) 0.1 $2.0M -5% 9.8k 207.83
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Raytheon Technologies Corp (RTX) 0.1 $2.0M +2% 28k 71.97
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Philip Morris International (PM) 0.1 $2.0M -7% 21k 93.88
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Nextera Energy (NEE) 0.1 $2.0M 35k 57.29
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Api Group Corp Com Stk (APG) 0.1 $1.9M -6% 74k 25.93
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Alliant Energy Corporation (LNT) 0.1 $1.9M 40k 48.45
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.9M -33% 87k 22.04
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Duke Energy Corp Com New (DUK) 0.1 $1.9M 22k 88.26
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.9M +4% 27k 69.13
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Illinois Tool Works (ITW) 0.1 $1.8M +39% 7.8k 231.71
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Wells Fargo & Company (WFC) 0.1 $1.8M +4% 44k 40.86
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Emerson Electric (EMR) 0.1 $1.8M +4% 19k 96.57
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $1.8M +13% 71k 25.19
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.8M -53% 6.5k 271.26
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M -6% 11k 156.16
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Atlassian Corporation Cl A (TEAM) 0.1 $1.7M 8.6k 201.51
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Intel Corporation (INTC) 0.1 $1.7M 47k 35.55
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Boeing Company (BA) 0.1 $1.7M 8.7k 191.67
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Lockheed Martin Corporation (LMT) 0.1 $1.7M +2% 4.1k 408.96
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.6M 62k 26.20
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Netflix (NFLX) 0.1 $1.6M +2% 4.3k 377.60
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Ishares Tr Global Tech Etf (IXN) 0.1 $1.6M 28k 57.84
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Workday Cl A (WDAY) 0.1 $1.6M 7.3k 214.85
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Vanguard World Mega Grwth Ind (MGK) 0.1 $1.6M +7% 6.9k 226.91
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.6M -2% 10k 154.68
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Altria (MO) 0.1 $1.6M +4% 36k 43.05
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Hawkins (HWKN) 0.1 $1.5M 26k 58.85
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Air Products & Chemicals (APD) 0.1 $1.5M 5.3k 283.42
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Comcast Corp Cl A (CMCSA) 0.1 $1.5M +10% 33k 44.34
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.5M 8.5k 171.45
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.5M -6% 22k 67.68
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Honeywell International (HON) 0.1 $1.4M +3% 7.8k 184.73
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Mastercard Incorporated Cl A (MA) 0.0 $1.4M +5% 3.5k 395.95
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Select Sector Spdr Tr Technology (XLK) 0.0 $1.4M -6% 8.4k 163.92
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $1.4M 13k 104.92
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $1.3M +3% 14k 94.65
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Pimco Etf Tr Enhancd Short (EMNT) 0.0 $1.3M 13k 98.12
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.3M +4% 26k 49.85
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $1.3M +32% 58k 21.76
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Global X Fds S&p 500 Covered (XYLD) 0.0 $1.3M 32k 38.89
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Snowflake Cl A (SNOW) 0.0 $1.2M +102% 8.0k 152.77
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ConocoPhillips (COP) 0.0 $1.2M +3% 10k 120.40
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salesforce (CRM) 0.0 $1.2M +3% 5.9k 202.78
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At&t (T) 0.0 $1.2M 78k 15.02
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.2M +3% 17k 71.44
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Medtronic SHS (MDT) 0.0 $1.2M +14% 15k 79.04
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Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.0 $1.1M 24k 47.32
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Us Bancorp Del Com New (USB) 0.0 $1.1M 33k 33.54
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $1.1M 49k 22.52
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Hormel Foods Corporation (HRL) 0.0 $1.1M 29k 38.03
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $1.1M -5% 11k 96.92
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $1.1M -10% 22k 48.62
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $1.1M -5% 11k 98.03
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Fair Isaac Corporation (FICO) 0.0 $1.0M 1.2k 868.53
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Ishares Silver Tr Ishares (SLV) 0.0 $1.0M -7% 50k 20.34
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $1.0M 2.2k 456.64
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $989k 11k 90.37
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Amgen (AMGN) 0.0 $987k +2% 3.7k 268.75
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Enterprise Products Partners (EPD) 0.0 $986k +40% 36k 27.37
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Copart (CPRT) 0.0 $982k +110% 23k 43.09
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Carrier Global Corporation (CARR) 0.0 $969k 18k 55.20
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Fortinet (FTNT) 0.0 $964k +5% 16k 58.68
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FedEx Corporation (FDX) 0.0 $953k 3.6k 266.15
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Zoetis Cl A (ZTS) 0.0 $946k +4% 5.4k 173.99
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Mondelez Intl Cl A (MDLZ) 0.0 $943k +6% 14k 69.82
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $941k 6.5k 143.81
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First Financial Ban (FFBC) 0.0 $903k 46k 19.60
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.0 $902k +2% 33k 27.26
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Invesco Db Commdy Indx Trck Unit (DBC) 0.0 $864k -13% 35k 24.96
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $862k 26k 33.59
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Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $862k 17k 50.44
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $843k -84% 17k 50.45
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.0 $828k -10% 9.9k 83.65
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O'reilly Automotive (ORLY) 0.0 $825k 908.00 908.86
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $824k -2% 7.3k 113.16
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Thermo Fisher Scientific (TMO) 0.0 $810k +10% 1.6k 506.53
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $806k -22% 5.7k 141.69
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General Electric Com New (GE) 0.0 $799k 7.2k 110.55
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Goldman Sachs (GS) 0.0 $798k -6% 2.5k 323.51
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $794k -3% 26k 30.38
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Waste Management (WM) 0.0 $784k 5.1k 152.43
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $783k +33% 17k 45.30
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $781k 13k 58.79
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $779k +158% 16k 48.78
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Nike CL B (NKE) 0.0 $778k +2% 8.1k 95.96
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Advanced Micro Devices (AMD) 0.0 $738k +14% 7.2k 102.82
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $733k 28k 26.22
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $727k NEW 9.7k 75.17
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $722k +7% 41k 17.75
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Enbridge (ENB) 0.0 $720k +4% 22k 33.54
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Texas Instruments Incorporated (TXN) 0.0 $720k +8% 4.5k 159.00
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Target Corporation (TGT) 0.0 $701k +4% 6.3k 110.57
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Canadian Natl Ry (CNI) 0.0 $697k 6.4k 108.33
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American Tower Reit (AMT) 0.0 $693k -5% 4.2k 164.45
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Mccormick & Co Com Non Vtg (MKC) 0.0 $688k 9.1k 75.64
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.0 $686k -17% 22k 31.45
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Southern Company (SO) 0.0 $683k 11k 64.72
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American Express Company (AXP) 0.0 $683k +2% 4.6k 149.20
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Ishares Tr Us Infrastruc (IFRA) 0.0 $680k +15% 19k 36.81
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Ishares Tr Us Sml Cap Eqt (SMLF) 0.0 $671k -51% 13k 51.96
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Clorox Company (CLX) 0.0 $667k -3% 5.1k 131.06
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Legg Mason Etf Invt Westn Ast Shrt (WINC) 0.0 $641k 28k 23.34
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Consolidated Edison (ED) 0.0 $640k +2% 7.5k 85.53
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Adobe Systems Incorporated (ADBE) 0.0 $639k +10% 1.3k 509.90
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Yum! Brands (YUM) 0.0 $639k +7% 5.1k 124.94
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Proshares Tr Short Qqq New (PSQ) 0.0 $639k -40% 59k 10.89
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $636k 9.9k 64.46
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Ishares Tr Us Aer Def Etf (ITA) 0.0 $632k -9% 5.9k 106.20
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Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $626k -9% 14k 44.59
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Phillips 66 (PSX) 0.0 $623k -4% 5.2k 120.15
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Qualcomm (QCOM) 0.0 $618k +30% 5.6k 111.06
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Intuit (INTU) 0.0 $608k -4% 1.2k 510.94
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McKesson Corporation (MCK) 0.0 $605k +8% 1.4k 435.46
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $603k +23% 28k 21.74
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Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $602k +3% 14k 42.38
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Zimmer Holdings (ZBH) 0.0 $598k 5.3k 112.21
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Ishares Tr Core Msci Total (IXUS) 0.0 $595k -2% 9.9k 59.99
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Caesars Entertainment (CZR) 0.0 $589k 13k 46.35
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Ishares Msci Aust Etf (EWA) 0.0 $587k -7% 27k 21.51
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Ishares Tr Select Divid Etf (DVY) 0.0 $587k -7% 5.5k 107.64
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $573k -5% 12k 49.49
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The Trade Desk Com Cl A (TTD) 0.0 $573k 7.3k 78.15
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $572k 6.5k 88.55
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $566k +400% 18k 31.82
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Canadian Pacific Kansas City (CP) 0.0 $566k 7.6k 74.41
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Tractor Supply Company (TSCO) 0.0 $565k +7% 2.8k 203.06
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $556k +4% 11k 48.65
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $553k 3.8k 144.99
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Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) 0.0 $551k +900% 20k 27.40
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $538k +25% 1.8k 307.11
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CSX Corporation (CSX) 0.0 $537k +8% 18k 30.75
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American Electric Power Company (AEP) 0.0 $536k +2% 7.1k 75.22
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Trane Technologies SHS (TT) 0.0 $535k +2% 2.6k 202.91
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Digital Realty Trust (DLR) 0.0 $532k 4.4k 121.02
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $530k 10k 51.87
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Totalenergies Se Sponsored Ads (TTE) 0.0 $528k 7.9k 66.54
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Ishares Msci Singpor Etf (EWS) 0.0 $522k -5% 28k 18.35
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Ishares Tr Msci Usa Value (VLUE) 0.0 $521k -3% 5.7k 91.41
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $521k -19% 2.7k 194.79
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Progressive Corporation (PGR) 0.0 $520k 3.7k 139.30
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Booking Holdings (BKNG) 0.0 $515k 167.00 3083.95
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Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $513k 8.3k 61.49
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $508k 5.7k 89.74
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Vanguard World Fds Consum Stp Etf (VDC) 0.0 $504k +3% 2.7k 183.69
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Woodward Governor Company (WWD) 0.0 $503k -7% 4.0k 124.26
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Shopify Cl A (SHOP) 0.0 $502k -8% 9.2k 54.57
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $500k 10k 49.17
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Bank of New York Mellon Corporation (BK) 0.0 $499k 12k 42.65
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Blackstone Group Inc Com Cl A (BX) 0.0 $498k 4.7k 107.14
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CVS Caremark Corporation (CVS) 0.0 $496k +27% 7.1k 69.82
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Charles Schwab Corporation (SCHW) 0.0 $495k +4% 9.0k 54.90
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Shell Spon Ads (SHEL) 0.0 $486k +11% 7.5k 64.38
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Oneok (OKE) 0.0 $475k +20% 7.5k 63.43
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Applied Materials (AMAT) 0.0 $475k +9% 3.4k 138.43
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General Mills (GIS) 0.0 $474k -5% 7.4k 63.99
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Boise Cascade (BCC) 0.0 $473k 4.6k 103.03
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Sun Communities (SUI) 0.0 $473k 4.0k 119.27
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $472k +27% 4.6k 102.86
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $471k -2% 9.5k 49.43
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Otis Worldwide Corp (OTIS) 0.0 $468k 5.8k 80.30
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Ishares Tr Russell 3000 Etf (IWV) 0.0 $467k 1.9k 246.06
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $461k 9.6k 48.10
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Schwab Charles Family Amt Tax Free Mny 0.0 $456k 455k 1.00
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Servicenow (NOW) 0.0 $453k 811.00 558.96
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Kimberly-Clark Corporation (KMB) 0.0 $453k 3.7k 122.04
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Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.0 $452k 6.5k 69.14
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Uber Technologies (UBER) 0.0 $449k +2% 9.8k 45.99
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BlackRock (BLK) 0.0 $447k 692.00 646.53
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $441k 19k 22.92
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Sempra Energy (SRE) 0.0 $435k +99% 6.4k 68.03
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Take-Two Interactive Software (TTWO) 0.0 $431k 3.1k 140.39
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Celsius Hldgs Com New (CELH) 0.0 $429k 2.5k 171.60
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Truist Financial Corp equities (TFC) 0.0 $428k +64% 15k 28.61
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T. Rowe Price (TROW) 0.0 $424k NEW 4.0k 104.87
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $423k -4% 18k 23.94
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Eaton Corp SHS (ETN) 0.0 $422k +4% 2.0k 213.28
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Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $413k 4.4k 94.83
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Rockwell Automation (ROK) 0.0 $398k 1.4k 285.87
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Gilead Sciences (GILD) 0.0 $397k +2% 5.3k 74.93
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $394k +28% 5.9k 66.88
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Ishares Tr Core Msci Intl (IDEV) 0.0 $392k 6.7k 58.28
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Barrick Gold Corp (GOLD) 0.0 $391k 27k 14.55
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $389k 1.2k 335.02
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Ishares Tr S&p 100 Etf (OEF) 0.0 $389k 1.9k 201.33
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Principal Financial (PFG) 0.0 $382k 5.3k 72.07
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Ford Motor Company (F) 0.0 $379k -11% 31k 12.42
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Omega Healthcare Investors (OHI) 0.0 $377k +3% 11k 33.16
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Morgan Stanley Com New (MS) 0.0 $374k +4% 4.6k 81.67
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Mongodb Cl A (MDB) 0.0 $372k +3% 1.1k 345.86
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Embotelladora Andina S A Spon Adr B (AKO.B) 0.0 $370k NEW 29k 12.95
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Unilever Spon Adr New (UL) 0.0 $365k 7.4k 49.40
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National Storage Affiliates Com Shs Ben In (NSA) 0.0 $361k 11k 31.74
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Essential Utils (WTRG) 0.0 $358k +3% 10k 34.33
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Keysight Technologies (KEYS) 0.0 $357k +2% 2.7k 132.31
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Nucor Corporation (NUE) 0.0 $357k 2.3k 156.35
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Archer Daniels Midland Company (ADM) 0.0 $357k +14% 4.7k 75.41
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Colgate-Palmolive Company (CL) 0.0 $356k -2% 5.0k 71.11
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $356k -22% 12k 30.15
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $355k -4% 2.8k 128.72
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $354k -55% 4.8k 74.51
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Palo Alto Networks (PANW) 0.0 $354k +6% 1.5k 234.44
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Under Armour CL C (UA) 0.0 $354k NEW 55k 6.38
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Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $353k 4.7k 74.62
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Select Sector Spdr Tr Energy (XLE) 0.0 $353k +46% 3.9k 90.38
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $353k -60% 6.1k 57.60
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Linde SHS (LIN) 0.0 $352k +3% 944.00 372.35
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Realty Income (O) 0.0 $351k 7.0k 50.20
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H&R Block (HRB) 0.0 $345k 7.9k 43.38
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SYSCO Corporation (SYY) 0.0 $341k +5% 5.2k 66.05
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $340k 8.2k 41.42
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Analog Devices (ADI) 0.0 $339k +14% 1.9k 175.11
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.0 $338k +7% 6.0k 55.86
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Chubb (CB) 0.0 $336k +7% 1.6k 209.04
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Paypal Holdings (PYPL) 0.0 $336k +13% 5.8k 58.46
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $336k -7% 7.2k 46.38
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $334k -30% 12k 29.15
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Schlumberger Com Stk (SLB) 0.0 $333k +15% 5.7k 58.55
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Ishares Tr Ishares Biotech (IBB) 0.0 $332k 2.7k 122.31
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Edwards Lifesciences (EW) 0.0 $328k +11% 4.7k 69.28
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $325k +18% 22k 14.62