SageView Advisory Group

Latest statistics and disclosures from SageView Advisory Group's latest quarterly 13F-HR filing:

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Positions held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SageView Advisory Group

SageView Advisory Group holds 662 positions in its portfolio as reported in the December 2023 quarterly 13F filing

SageView Advisory Group has 662 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (Principal) (AGG) 12.6 $292M +26% 3.0M 98.49
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 8.1 $189M +20% 2.3M 81.62
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 7.4 $173M +21% 2.4M 73.36
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.1 $118M +32% 3.2M 36.83
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Vanguard Index Fds Extend Mkt Etf (VXF) 3.9 $90M +27% 550k 163.93
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Ishares Tr Core Intl Aggr (Principal) (IAGG) 3.7 $85M +28% 1.7M 49.50
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.4 $78M +27% 3.3M 23.95
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Ishares Tr Global Reit Etf (REET) 2.4 $55M +43% 2.4M 23.31
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $55M +39% 1.6M 34.11
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Apple (AAPL) 1.5 $35M +28% 187k 188.04
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Flexshares Tr Mornstar Usmkt (TILT) 1.4 $34M -11% 181k 186.14
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $33M +62% 73k 451.17
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Microsoft Corporation (MSFT) 1.2 $28M +48% 69k 408.59
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Ishares Tr National Mun Etf (Principal) (MUB) 0.9 $22M +36% 200k 108.16
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Ishares Tr Jpmorgan Usd Emg (Principal) (EMB) 0.9 $21M +29% 240k 88.04
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Spdr Ser Tr Bloomberg High Y (Principal) (JNK) 0.9 $21M +39% 221k 95.05
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $21M -25% 295k 70.21
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $19M +22% 39k 493.30
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Vanguard Index Fds Large Cap Etf (VV) 0.7 $16M -12% 71k 225.54
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Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV) 0.6 $14M -2% 177k 77.01
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Ishares Tr Rus Top 200 Etf (IWL) 0.6 $13M -13% 112k 119.66
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Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $13M +11% 54k 243.98
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Flexshares Tr M Star Dev Mkt (TLTD) 0.6 $13M -9% 191k 67.79
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Amazon (AMZN) 0.6 $13M +80% 81k 159.00
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $12M 406k 29.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $11M NEW 25k 425.30
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $11M -51% 133k 80.48
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Vanguard World Esg Us Stk Etf (ESGV) 0.5 $11M NEW 120k 87.77
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $11M -13% 21k 490.88
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NVIDIA Corporation (NVDA) 0.4 $10M +66% 17k 627.74
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Vanguard Index Fds Growth Etf (VUG) 0.4 $10M 31k 324.60
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Home Depot (HD) 0.4 $9.0M +28% 25k 357.10
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Autodesk (ADSK) 0.4 $9.0M 35k 256.47
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $8.6M +81% 31k 277.51
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Eli Lilly & Co. (LLY) 0.4 $8.4M +37% 13k 644.98
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Vanguard Index Fds Value Etf (VTV) 0.4 $8.3M -45% 55k 152.23
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Boeing Company (BA) 0.4 $8.2M +1157% 41k 200.44
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Ishares Tr Msci Kld400 Soc (DSI) 0.3 $8.0M +8% 85k 94.58
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Ishares Tr Shrt Nat Mun Etf (Principal) (SUB) 0.3 $8.0M +12% 76k 105.03
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Vanguard Bd Index Fds Total Bnd Mrkt (Principal) (BND) 0.3 $8.0M +6% 109k 73.12
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $7.9M -23% 52k 152.73
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Meta Platforms Cl A (META) 0.3 $7.9M +40% 20k 400.05
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.3 $7.7M +1764% 231k 33.46
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Vanguard World Esg Us Corp Bd (Principal) (VCEB) 0.3 $7.7M NEW 122k 63.18
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Schwab Strategic Tr Us Aggregate B (Principal) (SCHZ) 0.3 $7.6M +47% 165k 46.34
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JPMorgan Chase & Co. (JPM) 0.3 $7.6M +30% 43k 176.27
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Ishares Core Msci Emkt (IEMG) 0.3 $7.5M -27% 153k 48.67
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.4M +55% 49k 151.46
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Visa Com Cl A (V) 0.3 $7.0M +40% 25k 277.15
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Dimensional Etf Trust Core Fixed Incom (Principal) (DFCF) 0.3 $6.9M 163k 42.24
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $6.8M +304% 95k 72.06
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.3 $6.2M +9% 61k 103.00
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $6.1M +31% 106k 57.27
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $5.8M +7% 28k 212.03
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.7M -33% 33k 174.38
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Ishares Tr Iboxx Hi Yd Etf (Principal) (HYG) 0.2 $5.7M 74k 77.70
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Cisco Systems (CSCO) 0.2 $5.7M +24% 110k 52.24
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McDonald's Corporation (MCD) 0.2 $5.6M +51% 19k 294.66
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UnitedHealth (UNH) 0.2 $5.5M +26% 11k 503.60
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $5.5M +9% 73k 75.70
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Ishares Tr Core Msci Total (IXUS) 0.2 $5.3M +6% 83k 64.17
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Vaneck Etf Trust High Yld Munietf (Principal) (HYD) 0.2 $5.2M +1839% 100k 51.62
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Sempra Energy (SRE) 0.2 $5.1M +6% 70k 71.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.0M +14% 13k 387.16
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Ishares Tr Core High Dv Etf (HDV) 0.2 $5.0M +9% 48k 104.67
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Ishares Tr 0-5yr Hi Yl Cp (Principal) (SHYG) 0.2 $4.5M +2% 105k 42.49
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $4.4M +14% 93k 47.65
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Costco Wholesale Corporation (COST) 0.2 $4.4M +32% 6.3k 700.77
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Merck & Co (MRK) 0.2 $4.3M +94% 35k 121.66
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Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) 0.2 $4.2M +21% 128k 33.08
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Ishares Tr Blackrock Ultra (Principal) (ICSH) 0.2 $4.2M +3% 82k 50.58
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Adobe Systems Incorporated (ADBE) 0.2 $4.0M +57% 6.4k 627.91
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Vanguard Bd Index Fds Intermed Term (Principal) (BIV) 0.2 $3.9M -8% 51k 75.96
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Csw Industrials (CSWI) 0.2 $3.9M +123% 18k 217.79
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $3.8M NEW 62k 61.64
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 0.2 $3.8M +388% 50k 77.45
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Exxon Mobil Corporation (XOM) 0.2 $3.8M +45% 36k 104.85
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Pepsi (PEP) 0.2 $3.7M +19% 22k 169.62
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Spdr Ser Tr Portfli High Yld (Principal) (SPHY) 0.2 $3.7M +136% 157k 23.50
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Abbvie (ABBV) 0.2 $3.7M +73% 22k 164.92
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Tesla Motors (TSLA) 0.2 $3.7M +93% 19k 191.59
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Procter & Gamble Company (PG) 0.2 $3.7M +29% 23k 157.49
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.6M +71% 34k 106.71
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Mastercard Incorporated Cl A (MA) 0.2 $3.6M +25% 8.0k 445.19
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $3.5M 77k 45.90
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.2 $3.5M -20% 108k 32.73
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $3.5M -2% 31k 113.74
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.1 $3.5M +10% 90k 38.68
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Chevron Corporation (CVX) 0.1 $3.4M +91% 23k 150.12
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Ishares Tr Ishs 5-10yr Invt (Principal) (IGIB) 0.1 $3.4M 66k 51.76
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Vanguard Mun Bd Fds Tax Exempt Bd (Principal) (VTEB) 0.1 $3.4M -57% 67k 50.76
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Wal-Mart Stores (WMT) 0.1 $3.4M +38% 20k 165.59
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $3.3M +94% 91k 35.95
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $3.1M NEW 57k 54.70
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $3.1M -21% 18k 168.69
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Fidelity Merrimack Str Tr Total Bd Etf (Principal) (FBND) 0.1 $3.1M +13% 68k 45.56
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Johnson & Johnson (JNJ) 0.1 $3.1M +98% 19k 158.77
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Amgen (AMGN) 0.1 $3.0M +20% 9.7k 314.63
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $3.0M 119k 25.33
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Innovator Etfs Tr Intrnl Dev Aprl (IAPR) 0.1 $3.0M +15% 116k 25.77
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The Trade Desk Com Cl A (TTD) 0.1 $3.0M +8% 43k 69.28
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Walt Disney Company (DIS) 0.1 $3.0M -9% 31k 96.94
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Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) 0.1 $2.9M +16% 102k 28.96
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Pimco Etf Tr Inter Mun Bd Act (Principal) (MUNI) 0.1 $2.9M -4% 55k 52.54
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.8M +176% 6.4k 446.08
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Synopsys (SNPS) 0.1 $2.8M +8% 5.1k 543.18
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Broadcom (AVGO) 0.1 $2.7M +163% 2.3k 1208.29
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Cintas Corporation (CTAS) 0.1 $2.7M +32% 4.5k 608.81
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salesforce (CRM) 0.1 $2.7M +110% 9.5k 287.73
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Dimensional Etf Trust Short Duration F (Principal) (DFSD) 0.1 $2.7M 58k 47.01
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Nushares Etf Tr Nuveen Esg Us (Principal) (NUBD) 0.1 $2.7M +26% 122k 22.13
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Metropcs Communications (TMUS) 0.1 $2.6M +34% 16k 161.70
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Verizon Communications (VZ) 0.1 $2.6M +77% 62k 42.47
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Spdr Ser Tr Bloomberg Invt (Principal) (FLRN) 0.1 $2.6M -65% 85k 30.77
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J P Morgan Exchange Traded F Ultra Shrt Inc (Principal) (JPST) 0.1 $2.5M +146% 50k 50.47
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Vanguard Charlotte Fds Total Int Bd Etf (Principal) (BNDX) 0.1 $2.5M +25% 52k 48.89
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Lockheed Martin Corporation (LMT) 0.1 $2.5M +17% 5.8k 431.70
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $2.5M -2% 30k 83.38
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Comcast Corp Cl A (CMCSA) 0.1 $2.4M +144% 50k 46.65
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.3M NEW 4.6k 504.34
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Servicenow (NOW) 0.1 $2.3M +155% 2.9k 785.73
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International Business Machines (IBM) 0.1 $2.3M +18% 12k 187.87
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American Tower Reit (AMT) 0.1 $2.3M +29% 12k 195.56
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Trane Technologies SHS (TT) 0.1 $2.2M +30% 8.7k 257.74
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American Express Company (AXP) 0.1 $2.2M +121% 11k 204.16
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Spdr Ser Tr Nuveen Blmbrg Sh (Principal) (SHM) 0.1 $2.2M -7% 47k 47.58
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Philip Morris International (PM) 0.1 $2.2M +64% 24k 91.76
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $2.2M -61% 41k 54.46
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.2M +40% 2.5k 867.99
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.2M +34% 26k 84.70
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Quanta Services (PWR) 0.1 $2.2M NEW 11k 197.25
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Palo Alto Networks (PANW) 0.1 $2.2M +135% 6.2k 345.89
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At&t (T) 0.1 $2.1M +27% 122k 17.53
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $2.1M +703% 56k 37.59
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Innovator Etfs Tr Intrnl Dev July (IJUL) 0.1 $2.1M 78k 27.11
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Crossfirst Bankshares (CFB) 0.1 $2.1M NEW 140k 14.78
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Us Bancorp Del Com New (USB) 0.1 $2.1M +29% 48k 43.34
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TJX Companies (TJX) 0.1 $2.1M +26% 21k 96.82
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Coca-Cola Company (KO) 0.1 $2.0M +39% 34k 59.90
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Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT) 0.1 $2.0M +2% 25k 80.85
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Thermo Fisher Scientific (TMO) 0.1 $2.0M +11% 3.5k 567.16
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Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M +35% 11k 188.59
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $2.0M -36% 28k 69.11
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Starbucks Corporation (SBUX) 0.1 $1.9M +240% 21k 94.08
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Alphabet Cap Stk Cl C (GOOG) 0.1 $1.9M +3% 13k 153.06
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Lowe's Companies (LOW) 0.1 $1.9M +179% 9.0k 214.53
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Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP) 0.1 $1.9M +25% 40k 47.59
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.9M +15% 6.0k 317.30
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Charles Schwab Corporation (SCHW) 0.1 $1.9M +570% 29k 64.38
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Fs Kkr Capital Corp (FSK) 0.1 $1.9M +62% 90k 20.73
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Vanguard World Fds Health Car Etf (VHT) 0.1 $1.9M +7% 7.3k 257.24
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Intuitive Surgical Com New (ISRG) 0.1 $1.9M +619% 4.9k 377.29
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.8M -5% 12k 158.49
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Air Products & Chemicals (APD) 0.1 $1.8M +572% 7.1k 259.29
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Linde SHS (LIN) 0.1 $1.8M +35% 4.5k 407.83
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Bank of America Corporation (BAC) 0.1 $1.8M +26% 52k 34.79
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M +15% 7.7k 232.38
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Schwab Strategic Tr Mun Bd Etf (Principal) (SCMB) 0.1 $1.8M NEW 34k 52.28
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.8M -59% 8.8k 201.92
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Netflix (NFLX) 0.1 $1.8M +244% 3.1k 562.93
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Uber Technologies (UBER) 0.1 $1.8M +4% 26k 66.84
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $1.8M 60k 29.53
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $1.8M 80k 21.83
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Duke Energy Corp Com New (DUK) 0.1 $1.8M +32% 18k 95.53
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United Parcel Service CL B (UPS) 0.1 $1.7M +114% 12k 145.06
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Snowflake Cl A (SNOW) 0.1 $1.7M +84% 8.4k 206.25
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Ishares Tr Msci Usa Value (VLUE) 0.1 $1.7M -28% 17k 101.37
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Ishares Tr Esg Awre Usd Etf (Principal) (SUSC) 0.1 $1.7M +29% 75k 23.15
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Ishares Tr Esg Awre 1 5 Yr (Principal) (SUSB) 0.1 $1.7M +18% 70k 24.50
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Pimco Etf Tr Enhan Shrt Ma Ac (Principal) (MINT) 0.1 $1.7M +866% 66k 25.90
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $1.7M -40% 20k 85.23
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Northrop Grumman Corporation (NOC) 0.1 $1.7M +137% 3.8k 443.55
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Eaton Corp SHS (ETN) 0.1 $1.7M +148% 6.8k 250.28
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.7M +14% 54k 30.68
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.7M 57k 28.92
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Honeywell International (HON) 0.1 $1.7M +168% 8.1k 205.90
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M +17% 41k 39.79
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Gilead Sciences (GILD) 0.1 $1.6M +9% 21k 78.62
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S&p Global (SPGI) 0.1 $1.6M +44% 3.6k 454.51
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Williams Companies (WMB) 0.1 $1.6M +19% 46k 35.20
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M +26% 8.1k 197.71
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Altria (MO) 0.1 $1.6M +45% 39k 40.46
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.6M -68% 11k 140.57
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Rockwell Automation (ROK) 0.1 $1.6M 5.1k 307.22
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Nextera Energy (NEE) 0.1 $1.6M +75% 27k 59.28
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Texas Instruments Incorporated (TXN) 0.1 $1.6M +379% 9.7k 162.04
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BlackRock (BLK) 0.1 $1.6M NEW 2.0k 781.67
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $1.6M NEW 7.0k 223.55
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Prologis (PLD) 0.1 $1.5M +106% 12k 126.53
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Vanguard Scottsdale Fds Short Term Treas (Principal) (VGSH) 0.1 $1.5M NEW 26k 58.39
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.5M -43% 24k 63.55
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $1.5M -24% 26k 57.72
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Raytheon Technologies Corp (RTX) 0.1 $1.5M NEW 16k 90.60
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Ishares Tr Esg Awr Us Agrgt (Principal) (EAGG) 0.1 $1.5M +98% 31k 47.45
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Ishares Tr Core Div Grwth (DGRO) 0.1 $1.5M -9% 27k 55.12
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Abbott Laboratories (ABT) 0.1 $1.5M +14% 13k 113.48
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Oracle Corporation (ORCL) 0.1 $1.5M +18% 13k 114.16
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $1.5M +15% 23k 62.44
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $1.4M +98% 13k 108.11
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Progressive Corporation (PGR) 0.1 $1.4M NEW 8.0k 179.72
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Dimensional Etf Trust Inflation Prote (Principal) (DFIP) 0.1 $1.4M 34k 41.17
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Advanced Micro Devices (AMD) 0.1 $1.4M NEW 8.2k 172.06
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PNC Financial Services (PNC) 0.1 $1.4M +125% 9.0k 154.25
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Dominion Resources (D) 0.1 $1.4M +153% 30k 45.74
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.4M +58% 24k 57.25
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Deere & Company (DE) 0.1 $1.4M +188% 3.5k 396.94
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Nxp Semiconductors N V (NXPI) 0.1 $1.3M +27% 6.3k 215.17
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.3M -7% 17k 77.81
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Paychex (PAYX) 0.1 $1.3M +189% 11k 122.42
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Cincinnati Financial Corporation (CINF) 0.1 $1.3M +57% 12k 112.03
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $1.3M 7.1k 184.15
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Adient Ord Shs (ADNT) 0.1 $1.3M 37k 35.23
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Analog Devices (ADI) 0.1 $1.3M +54% 6.6k 194.74
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CVS Caremark Corporation (CVS) 0.1 $1.3M 17k 73.85
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.3M -23% 40k 32.18
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.3M -20% 37k 33.86
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Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.1 $1.2M NEW 54k 23.36
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Pfizer (PFE) 0.1 $1.2M +2% 45k 27.02
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MetLife (MET) 0.1 $1.2M +3% 17k 70.81
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Intel Corporation (INTC) 0.1 $1.2M +15% 28k 42.92
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Bank of New York Mellon Corporation (BK) 0.1 $1.2M NEW 22k 56.04
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Cigna Corp (CI) 0.1 $1.2M +355% 4.0k 298.97
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Ishares Tr Us Treas Bd Etf (Principal) (GOVT) 0.1 $1.2M +17% 53k 22.87
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $1.2M -31% 20k 60.10
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Pgim Etf Tr Pgim Ultra Sh Bd (Principal) (PULS) 0.1 $1.2M 24k 49.66
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EOG Resources (EOG) 0.1 $1.2M +19% 10k 116.77
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.2M -49% 14k 85.00
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $1.2M -11% 12k 97.11
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.2M +69% 6.7k 175.88
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.2M -31% 3.2k 371.34
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.2M -52% 13k 87.08
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Applied Materials (AMAT) 0.0 $1.2M +44% 7.0k 166.23
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Innovator Etfs Tr Emrgng Mkt April (EAPR) 0.0 $1.1M +18% 47k 24.41
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $1.1M +36% 24k 47.20
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Norfolk Southern (NSC) 0.0 $1.1M NEW 4.7k 236.87
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ConocoPhillips (COP) 0.0 $1.1M +196% 9.8k 114.04
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Diageo Spon Adr New (DEO) 0.0 $1.1M +229% 7.7k 144.62
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Emerson Electric (EMR) 0.0 $1.1M -16% 12k 94.75
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $1.1M -47% 20k 54.55
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Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.0 $1.1M 40k 26.87
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Zoetis Cl A (ZTS) 0.0 $1.1M +9% 5.6k 191.43
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American Electric Power Company (AEP) 0.0 $1.1M -7% 13k 78.44
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Ishares Tr Core Msci Intl (IDEV) 0.0 $1.0M 17k 63.58
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Marathon Petroleum Corp (MPC) 0.0 $1.0M +9% 6.1k 169.89
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General Electric Com New (GE) 0.0 $1.0M +38% 7.7k 133.93
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Lam Research Corporation (LRCX) 0.0 $1.0M +220% 1.2k 835.96
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Union Pacific Corporation (UNP) 0.0 $1.0M +49% 4.1k 246.67
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General Mills (GIS) 0.0 $1.0M +23% 16k 65.35
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $1.0M NEW 20k 50.25
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Spdr Ser Tr Bloomberg 1-3 Mo (Principal) (BIL) 0.0 $1.0M +22% 11k 91.77
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Past Filings by SageView Advisory Group

SEC 13F filings are viewable for SageView Advisory Group going back to 2022