Ohe Financial

Cahill Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Cahill Financial Advisors

Cahill Financial Advisors holds 262 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Index Fund Etf (VUG) 8.2 $61M 147k 410.44
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT) 5.8 $43M 460k 92.72
Ishares S&p 500 Value Etf Etf (IVE) 4.0 $29M 153k 190.88
Ishares S&p 500 Growth Etf Etf (IVW) 3.6 $27M 263k 101.53
Vanguard Ftse Developed Markets Etf Etf (VEA) 3.3 $25M 516k 47.82
Vanguard Total Bond Market Index Fund Etf (BND) 3.3 $24M 339k 71.91
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX) 3.1 $23M 976k 23.68
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 3.0 $22M 639k 34.59
Vanguard Value Etf Etf (VTV) 3.0 $22M 129k 169.30
Apple Stock (AAPL) 2.8 $20M 82k 250.42
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW) 2.6 $19M 239k 80.93
Vanguard Dividend Appreciation Index Fund Etf (VIG) 2.5 $18M 92k 195.83
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 2.4 $18M 100k 178.08
Berkshire Hathaway Inc Class B Stock (BRK.B) 2.3 $17M 37k 453.28
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX) 2.2 $16M 653k 24.86
Vanguard Short-term Bond Etf Etf (BSV) 2.0 $15M 191k 77.27
Capital Group International Focus Equity Etf Etf (CGXU) 1.7 $13M 511k 24.67
Ishares Core S&p Mid-cap Etf Etf (IJH) 1.4 $10M 165k 62.31
Ishares U.s. Technology Etf Etf (IYW) 1.3 $9.9M 62k 159.52
Schwab U.s. Large-cap Etf Etf (SCHX) 1.2 $9.2M 397k 23.18
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 1.1 $8.4M 252k 33.21
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 1.0 $7.2M 258k 27.87
Schwab Us Dividend Equity Etf Etf (SCHD) 1.0 $7.1M 260k 27.32
Vanguard Mid-cap Etf Etf (VO) 0.9 $6.7M 26k 264.13
Invesco Buyback Achievers Etf Etf (PKW) 0.7 $5.5M 48k 115.13
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.7 $5.4M 95k 57.53
Microsoft Corporation Stock (MSFT) 0.7 $5.0M 12k 421.51
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.7 $5.0M 113k 44.04
Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.6 $4.6M 176k 26.07
Invesco International Dividend Achievers Etf Etf (PID) 0.6 $4.3M 235k 18.31
Schwab U.s. Small-cap Etf Etf (SCHA) 0.5 $3.9M 152k 25.86
Ishares Msci Eafe Value Etf Etf (EFV) 0.5 $3.8M 73k 52.47
Ishares Core High Dividend Etf Etf (HDV) 0.5 $3.7M 33k 112.26
Spdr S&p 500 Etf Etf (SPY) 0.5 $3.7M 6.3k 586.06
Vanguard Small-cap Value Etf Etf (VBR) 0.5 $3.7M 19k 198.18
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.5 $3.6M 72k 50.97
Wisdomtree International High Dividend Fund Etf (DTH) 0.5 $3.6M 94k 37.78
Running Oak Efficient Growth Etf Etf (RUNN) 0.5 $3.5M 107k 32.77
Ishares 20 Year Treasury Bond Etf Etf (TLT) 0.5 $3.4M 39k 87.33
Ishares Core S&p Small Cap Etf Etf (IJR) 0.4 $3.3M 29k 115.22
Matthews Pacific Tiger Active Etf Etf (ASIA) 0.4 $3.2M 123k 26.16
Schwab International Equity Etf Etf (SCHF) 0.4 $3.1M 167k 18.50
Ishares Russell 3000 Etf Etf (IWV) 0.4 $3.0M 9.0k 334.24
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $3.0M 5.1k 588.67
Vanguard Real Estate Etf Etf (VNQ) 0.4 $2.8M 31k 89.08
Ishares Treasury Floating Rate Bond Etf Etf (TFLO) 0.4 $2.8M 55k 50.47
Ishares Russell 2000 Etf Etf (IWM) 0.4 $2.7M 12k 220.95
Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.4 $2.7M 107k 24.99
Invesco Qqq Etf (QQQ) 0.3 $2.6M 5.0k 511.23
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $2.6M 15k 175.23
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.3 $2.5M 25k 100.34
Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.3 $2.5M 26k 96.53
Amazon.com Stock (AMZN) 0.3 $2.5M 11k 219.38
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.3 $2.4M 30k 79.99
Ishares Russell Mid-cap Etf Etf (IWR) 0.3 $2.4M 27k 88.40
Brookfield Infrastructure Partners Stock (BIP) 0.3 $2.4M 75k 31.79
Ishares Core Growth Allocation Etf Etf (AOR) 0.3 $2.3M 41k 57.32
Unitedhealth Group Stock (UNH) 0.3 $2.3M 4.6k 505.90
Sei Enhanced U.s. Large Cap Momentum Factor Etf Etf (SEIM) 0.3 $2.3M 60k 38.61
Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.3 $2.3M 16k 139.35
Sei Enhanced U.s. Large Cap Value Factor Etf Etf (SEIV) 0.3 $2.2M 67k 33.12
Invesco S&p 500 Equal Weight Health Care Etf Etf (RSPH) 0.3 $2.2M 76k 29.30
Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $2.2M 22k 96.83
Dimensional Us Core Equity Market Etf Etf (DFAU) 0.3 $2.2M 53k 40.49
Northern Oil & Gas Stock (NOG) 0.3 $2.2M 58k 37.16
Vanguard Total Stock Market Etf Etf (VTI) 0.3 $2.1M 7.4k 289.82
Ishares Russell 1000 Etf Etf (IWB) 0.3 $2.1M 6.6k 322.15
Graco Stock (GGG) 0.3 $2.1M 25k 84.29
Vanguard Small-cap Etf Etf (VB) 0.3 $2.1M 8.6k 240.28
Ishares Core S&p U.s. Value Etf Etf (IUSV) 0.3 $2.0M 22k 92.59
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.3 $2.0M 40k 50.32
3M Stock (MMM) 0.3 $2.0M 15k 129.09
Alps International Sector Dividend Dogs Etf Etf (IDOG) 0.3 $1.9M 68k 28.88
Mastercard Stock (MA) 0.3 $1.8M 3.5k 526.64
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.2 $1.8M 53k 34.35
Nvidia Corporation Stock (NVDA) 0.2 $1.7M 13k 134.29
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $1.7M 13k 127.59
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $1.7M 61k 27.71
Royal Caribbean Cruises Stock (RCL) 0.2 $1.7M 7.3k 230.70
Jpmorgan Chase & Co Stock (JPM) 0.2 $1.7M 7.0k 239.73
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.2 $1.6M 63k 25.84
Ishares Msci Eafe Etf Etf (EFA) 0.2 $1.6M 21k 75.61
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 0.2 $1.5M 25k 62.04
Schwab U.s. Tips Etf Etf (SCHP) 0.2 $1.5M 58k 25.83
Visa Stock (V) 0.2 $1.5M 4.7k 316.05
Schwab International Dividend Equity Etf Etf (SCHY) 0.2 $1.5M 64k 23.12
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.2 $1.5M 30k 49.62
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.2 $1.4M 28k 50.13
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.2 $1.4M 4.9k 280.06
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $1.4M 20k 70.28
Exxon Mobil Corporation Stock (XOM) 0.2 $1.4M 13k 107.57
Schwab Fundamental Emerging Markets Large Company Index Etf Etf (FNDE) 0.2 $1.3M 46k 29.05
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $1.3M 10k 128.62
Ishares U.s. Pharmaceuticals Etf Etf (IHE) 0.2 $1.3M 20k 65.72
Lockheed Martin Corporation Stock (LMT) 0.2 $1.3M 2.7k 485.92
J.p. Morgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.2 $1.3M 23k 56.38
Ishares National Muni Bond Etf Etf (MUB) 0.2 $1.3M 12k 106.55
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.2 $1.3M 12k 104.89
Vanguard Information Technology Etf Etf (VGT) 0.2 $1.2M 2.0k 621.75
Invesco S&p 500 Equal Weight Consumer Staples Etf Etf (RSPS) 0.2 $1.2M 41k 30.10
Kinder Morgan Stock (KMI) 0.2 $1.2M 45k 27.40
Honeywell International Stock (HON) 0.2 $1.2M 5.4k 225.88
Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $1.2M 54k 22.70
Vanguard S&p 500 Etf Etf (VOO) 0.2 $1.2M 2.2k 538.86
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT) 0.2 $1.2M 32k 37.42
Target Corporation Stock (TGT) 0.2 $1.2M 8.5k 138.13
First Tr Exchange-traded Fd Dj Internt Idx Etf (FDN) 0.2 $1.2M 4.8k 243.15
Pimco Corporate & Income Oppor Cef (PTY) 0.2 $1.2M 80k 14.37
Vanguard Total International Bond Etf Etf (BNDX) 0.2 $1.1M 23k 49.06
Sei Enhanced U.s. Large Cap Quality Factor Etf Etf (SEIQ) 0.2 $1.1M 32k 34.94
Schwab Fundamental U.s. Small Company Index Etf Etf (FNDA) 0.2 $1.1M 37k 29.70
Us Bancorp Stock (USB) 0.1 $1.1M 23k 47.83
Dimensional Us Sustainability Core 1 Etf Etf (DFSU) 0.1 $1.1M 29k 37.90
Vanguard Mid-cap Value Etf Etf (VOE) 0.1 $1.1M 6.7k 161.76
Costco Wholesale Corporation Stock (COST) 0.1 $1.0M 1.1k 916.66
Alphabet Inc Class C Stock (GOOG) 0.1 $1.0M 5.4k 190.45
Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $1.0M 43k 23.47
Ibm Corp Stock (IBM) 0.1 $993k 4.5k 219.82
Alps Sector Dividend Dogs Etf Etf (SDOG) 0.1 $963k 17k 56.51
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $961k 18k 52.22
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.1 $950k 21k 45.20
Tortoise Energy Infra Corp Cef (TYG) 0.1 $935k 22k 42.00
Raytheon Technologies Corp Stock (RTX) 0.1 $919k 7.9k 115.72
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $905k 9.0k 100.12
Schwab U.s. Broad Market Etf Etf (SCHB) 0.1 $901k 40k 22.70
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.1 $893k 34k 26.63
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $892k 37k 24.37
Home Depot Stock (HD) 0.1 $884k 2.3k 389.02
Caterpillar Stock (CAT) 0.1 $876k 2.4k 362.70
First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $857k 15k 59.14
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.1 $837k 7.7k 108.62
Deere & Company Stock (DE) 0.1 $803k 1.9k 423.75
Dimensional International Sustainability Core 1 Etf Etf (DFSI) 0.1 $795k 24k 32.85
Vanguard Large Cap Etf Etf (VV) 0.1 $791k 2.9k 269.71
Ecolab Stock (ECL) 0.1 $789k 3.4k 234.33
Main Str Cap Corp Cef (MAIN) 0.1 $756k 13k 58.58
Jpmorgan Municipal Etf Etf (JMUB) 0.1 $754k 15k 50.15
Ishares Core Msci International Developed Markets Etf Etf (IDEV) 0.1 $716k 11k 64.47
Broadcom Stock (AVGO) 0.1 $676k 2.9k 231.80
Xcel Energy Stock (XEL) 0.1 $669k 9.9k 67.52
Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.1 $665k 11k 63.15
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI) 0.1 $641k 32k 19.75
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $627k 30k 21.06
Pacer Us Cash Cows 100 Etf Etf (COWZ) 0.1 $615k 11k 56.48
Wells Fargo & Co Stock (WFC) 0.1 $613k 8.7k 70.24
Etfmg Prime Cyber Security Etf Etf (HACK) 0.1 $593k 8.0k 74.49
Medtronic Stock (MDT) 0.1 $570k 7.1k 79.88
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.1 $569k 11k 52.16
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $561k 6.5k 85.66
Air Products & Chemicals Stock (APD) 0.1 $545k 1.9k 290.07
Williams Cos Stock (WMB) 0.1 $540k 10k 54.12
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 0.1 $538k 10k 51.70
Verizon Communications Stock (VZ) 0.1 $534k 13k 39.99
Spdr Nuveen Bloomberg Barclays High Yield Municipal Bond Etf Etf (HYMB) 0.1 $528k 21k 25.58
Vaneck Vectors High Yield Muni Etf Etf (HYD) 0.1 $521k 10k 51.91
Vaneck Vectors J.p. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.1 $517k 22k 23.11
Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $507k 2.7k 185.13
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB) 0.1 $506k 9.9k 50.94
Ch Robinson Worldwide Stock (CHRW) 0.1 $505k 4.9k 103.32
Oracle Corporation Stock (ORCL) 0.1 $505k 3.0k 166.66
Cisco Systems Stock (CSCO) 0.1 $504k 8.5k 59.20
Abbvie Stock (ABBV) 0.1 $501k 2.8k 177.71
Wisdomtree International Smallcap Dividend Fund Etf (DLS) 0.1 $493k 7.8k 62.95
Johnson & Johnson Stock (JNJ) 0.1 $486k 3.4k 144.64
Bank Of America Corp Stock (BAC) 0.1 $485k 11k 43.95
Vanguard Financials Index Fund Etf (VFH) 0.1 $482k 4.1k 118.07
Schwab Short Term Us Treasury Etf Etf (SCHO) 0.1 $473k 20k 24.06
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.1 $471k 9.6k 48.92
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $460k 20k 22.98
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $450k 6.6k 67.88
Altria Group Stock (MO) 0.1 $445k 8.5k 52.29
Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $422k 2.6k 164.17
Church & Dwight Stock (CHD) 0.1 $422k 4.0k 104.70
Mcdonald's Corp Stock (MCD) 0.1 $418k 1.4k 289.86
Vanguard Total World Stock Etf Etf (VT) 0.1 $417k 3.5k 117.47
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $416k 2.9k 145.34
Vanguard Total International Stock Etf Etf (VXUS) 0.1 $412k 7.0k 58.93
Tractor Supply Company Stock (TSCO) 0.1 $410k 7.7k 53.06
Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.1 $407k 6.2k 66.14
Chevron Corporation Stock (CVX) 0.1 $407k 2.8k 144.85
Pfizer Stock (PFE) 0.1 $406k 15k 26.53
Wisdomtree U.s. Ai Enhanced Value Etf (AIVL) 0.1 $403k 3.8k 106.53
Ishares International Select Dividend Etf Etf (IDV) 0.1 $400k 15k 27.38
Ishares Global Healthcare Etf Etf (IXJ) 0.1 $398k 4.6k 85.97
Merck & Co Stock (MRK) 0.1 $390k 3.9k 99.47
Invesco S&p 100 Equal Weight Etf Etf (EQWL) 0.1 $388k 3.8k 102.28
Cbre Group Stock (CBRE) 0.1 $382k 2.9k 131.29
Ishares Core Aggressive Allocation Etf Etf (AOA) 0.1 $377k 4.9k 76.60
Applied Materials Stock (AMAT) 0.1 $371k 2.3k 162.61
Nextera Energy Stock (NEE) 0.0 $366k 5.1k 71.68
Rockwell Automation Stock (ROK) 0.0 $361k 1.3k 285.75
Solventum Corp Stock (SOLV) 0.0 $359k 5.4k 66.06
Vertiv Holdings Co Com Cl A Stock (VRT) 0.0 $358k 3.2k 113.61
Pepsico Stock (PEP) 0.0 $351k 2.3k 152.06
Prudential Finl Stock (PRU) 0.0 $351k 3.0k 118.53
Accenture Stock (ACN) 0.0 $345k 980.00 351.96
At&t Stock (T) 0.0 $341k 15k 22.77
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $338k 7.0k 48.42
Pimco Intermediate Municipal Bond Active Exchange-traded Fund Etf (MUNI) 0.0 $338k 6.5k 51.73
Gilead Sciences Stock (GILD) 0.0 $335k 3.6k 92.38
Ishares Russell 2000 Growth Etf Etf (IWO) 0.0 $332k 1.2k 287.82
Novo-nordisk A S Adr (NVO) 0.0 $332k 3.9k 86.01
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $332k 3.7k 88.79
Avantis U.s. Large Cap Value Etf Etf (AVLV) 0.0 $331k 5.0k 66.78
Procter & Gamble Stock (PG) 0.0 $327k 2.0k 167.68
Ford Motor Company Stock (F) 0.0 $325k 33k 9.90
Philip Morris International Stock (PM) 0.0 $323k 2.7k 120.37
Becton Dickinson And Stock (BDX) 0.0 $320k 1.4k 226.84
Ishares Morningstar Mid-cap Value Etf Etf (IMCV) 0.0 $317k 4.3k 74.26
Servicenow Stock (NOW) 0.0 $317k 299.00 1060.12
Lowe's Companies Stock (LOW) 0.0 $315k 1.3k 246.82
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG) 0.0 $315k 9.2k 34.21
Idexx Laboratories Stock (IDXX) 0.0 $313k 758.00 413.44
Ishares U.s. Medical Devices Etf Etf (IHI) 0.0 $309k 5.3k 58.35
Facebook Stock (META) 0.0 $308k 527.00 585.13
General Mills Stock (GIS) 0.0 $304k 4.8k 63.76
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) 0.0 $302k 3.2k 93.32
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $301k 2.4k 126.77
Edap Tms Sa Adr (EDAP) 0.0 $298k 135k 2.21
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $297k 3.3k 90.94
Delta Air Lines Stock (DAL) 0.0 $293k 4.8k 60.50
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $293k 1.4k 206.91
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $290k 2.9k 99.55
Totalenergies Se Adr (TTE) 0.0 $289k 5.3k 54.50
Robo Global Robotics & Automation Etf Etf (ROBO) 0.0 $286k 5.1k 56.26
Cigna Corp Stock (CI) 0.0 $284k 1.0k 276.02
Tesla Stock (TSLA) 0.0 $280k 694.00 403.84
Salesforce.com Stock (CRM) 0.0 $269k 805.00 334.48
Levi Strauss & Co New Cl A Com Stk Stock (LEVI) 0.0 $267k 15k 17.30
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $260k 5.2k 50.37
Alphabet Inc Class A Stock (GOOGL) 0.0 $257k 1.4k 189.37
Vanguard Consumer Discretionary Index Fund Etf (VCR) 0.0 $257k 685.00 375.38
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $256k 1.9k 135.39
Blackrock Corporate High Yield Fund Cef (HYT) 0.0 $255k 26k 9.81
Qualcomm Stock (QCOM) 0.0 $249k 1.6k 153.65
Ishares Msci Global Min Vol Factor Etf Etf (ACWV) 0.0 $248k 2.3k 109.20
Toyota Motor Corp Sp Adr Rep2com Adr (TM) 0.0 $245k 1.3k 194.68
Invesco S&p Midcap 400 Pure Growth Etf Etf (RFG) 0.0 $238k 4.9k 48.42
Walmart Stock (WMT) 0.0 $235k 2.6k 90.36
First Trust Health Care Alphadex Fund Etf (FXH) 0.0 $235k 2.3k 104.15
Texas Instruments Incorporated Stock (TXN) 0.0 $233k 1.2k 187.51
General Electric Company Stock (GE) 0.0 $232k 1.4k 166.75
H & R Block Stock (HRB) 0.0 $230k 4.4k 52.84
First Trust Mid Cap Core Alphadex Fund Etf (FNX) 0.0 $228k 2.0k 115.73
Newmont Corporation Stock (NEM) 0.0 $226k 6.1k 37.22
Seagate Technology Stock (STX) 0.0 $222k 2.6k 86.31
Realty Income Corp Reit (O) 0.0 $218k 4.1k 53.41
Welltower Reit (WELL) 0.0 $216k 1.7k 126.01
Ishares Biotechnology Fund Etf (IBB) 0.0 $211k 1.6k 132.22
Alerian Mlp Etf Etf (AMLP) 0.0 $210k 4.4k 48.16
Ally Finl Stock (ALLY) 0.0 $210k 5.8k 36.01
Schwab Fundamental International Small Company Index Etf Etf (FNDC) 0.0 $209k 6.1k 34.14
Ishares Msci Emerging Markets Asia Etf Etf (EEMA) 0.0 $204k 2.8k 71.65
Apollo Global Mgmt Stock (APO) 0.0 $201k 1.2k 165.10
Boeing Stock (BA) 0.0 $200k 1.1k 177.00
Gladstone Land Corporation Reit (LAND) 0.0 $192k 18k 10.85
Vodafone Group Adr (VOD) 0.0 $173k 20k 8.49
Eaton Vance Limited Duration Income Fund Cef (EVV) 0.0 $161k 17k 9.77
Pimco Mun Income Fd Ii Cef (PML) 0.0 $119k 15k 8.09
Nuveen Mun Value Cef (NUV) 0.0 $112k 13k 8.59
Senseonics Hldgs Stock (SENS) 0.0 $9.6k 18k 0.52
Simplify Mbs Etf Etf (MTBA) 0.0 $0 14k 0.00