CliftonLarsonAllen Wealth Advisors

Cliftonlarsonallen Wealth Advisors as of June 30, 2021

Portfolio Holdings for Cliftonlarsonallen Wealth Advisors

Cliftonlarsonallen Wealth Advisors holds 301 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 5.4 $131M 1.1M 117.20
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.0 $122M 2.4M 51.52
Ishares Tr Msci Usa Value (VLUE) 4.9 $120M 1.1M 105.06
Ishares Tr Core Msci Eafe (IEFA) 4.9 $118M 1.6M 74.86
Ishares Tr Core Us Aggbd Et (AGG) 4.6 $113M 981k 115.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.6 $112M 286k 393.52
Ishares Tr S&p 500 Grwt Etf (IVW) 4.4 $107M 1.5M 72.73
Ishares Tr S&p 500 Val Etf (IVE) 4.4 $106M 719k 147.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 3.2 $78M 2.9M 26.98
Vanguard Specialized Funds Div App Etf (VIG) 3.2 $78M 506k 154.79
Proshares Tr S&p 500 Dv Arist (NOBL) 2.6 $63M 697k 90.63
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $56M 1.0M 55.30
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $54M 367k 145.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.1 $50M 483k 104.27
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $50M 186k 268.73
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.9 $45M 890k 51.05
Ishares Tr Core S&p500 Etf (IVV) 1.8 $44M 102k 429.92
Ishares Core Msci Emkt (IEMG) 1.7 $42M 621k 66.99
Ishares Tr Tips Bd Etf (TIP) 1.7 $41M 321k 128.01
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 1.7 $41M 1.2M 34.50
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.4 $35M 683k 50.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $34M 391k 85.89
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 1.2 $29M 417k 68.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $29M 214k 132.87
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $28M 252k 112.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $27M 497k 54.60
Ishares Tr Core Msci Total (IXUS) 1.0 $25M 343k 73.30
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.0 $25M 396k 62.97
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.0 $24M 809k 30.20
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $24M 621k 39.34
Ishares Tr Jpmorgan Usd Emg (EMB) 1.0 $24M 214k 112.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $22M 351k 63.39
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.9 $22M 354k 60.91
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $21M 216k 98.76
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.7 $18M 342k 52.11
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $14M 87k 158.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $12M 315k 39.45
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $12M 459k 26.60
Apple (AAPL) 0.5 $12M 87k 136.97
Ishares Tr Msci Intl Qualty (IQLT) 0.4 $11M 279k 38.56
Ishares Tr Russell 2000 Etf (IWM) 0.4 $11M 46k 229.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $11M 39k 271.49
Ishares Tr Core Div Grwth (DGRO) 0.4 $11M 209k 50.36
Rockwell Automation (ROK) 0.4 $10M 35k 286.01
Ishares Tr Ibonds Dec2021 0.4 $9.5M 371k 25.64
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $8.5M 69k 122.28
Ishares Tr Blackrock Ultra (ICSH) 0.3 $8.4M 166k 50.52
Ishares Tr Mbs Etf (MBB) 0.3 $8.1M 75k 108.23
Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $7.8M 130k 60.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.7M 18k 428.09
Microsoft Corporation (MSFT) 0.3 $7.2M 27k 270.89
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $7.0M 104k 67.26
Ishares Tr Esg Msci Leadr (SUSL) 0.3 $6.4M 86k 75.10
Spdr Ser Tr Blombrg Brc Intl (IBND) 0.2 $5.4M 149k 36.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $5.4M 69k 78.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $5.0M 46k 107.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $5.0M 58k 86.15
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $4.9M 26k 184.11
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $4.6M 44k 103.61
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.4M 70k 63.23
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $4.4M 278k 16.01
Amazon (AMZN) 0.2 $4.4M 1.3k 3440.22
Vanguard Index Fds Growth Etf (VUG) 0.2 $4.4M 15k 286.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.4M 46k 95.07
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.4M 97k 45.15
Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.3M 55k 78.87
Vanguard Index Fds Value Etf (VTV) 0.2 $3.9M 28k 137.47
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $3.9M 21k 186.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $3.9M 17k 222.80
Sba Communications Corp Cl A (SBAC) 0.2 $3.7M 12k 318.69
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $3.3M 44k 75.55
Ishares Tr Ibonds Dec22 Etf 0.1 $3.3M 130k 25.40
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $3.3M 65k 50.83
Ishares Tr Ibonds Dec2022 0.1 $3.3M 125k 26.26
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $3.1M 198k 15.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.1M 56k 54.31
Nuveen Mun High Income Opp F (NMZ) 0.1 $3.1M 199k 15.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.0M 54k 55.16
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $2.9M 64k 46.07
Ishares Tr Ibonds Dec23 Etf 0.1 $2.9M 112k 26.07
Ishares Tr Ibonds Dec21 Etf 0.1 $2.9M 116k 24.78
Ishares Tr Ibonds Dec2023 0.1 $2.8M 108k 26.11
Devon Energy Corporation (DVN) 0.1 $2.8M 97k 29.19
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $2.8M 56k 49.55
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $2.7M 64k 41.95
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $2.6M 30k 87.69
Vaneck Vectors Etf Tr Shrt Hgh Yld Mun (SHYD) 0.1 $2.6M 101k 25.45
Procter & Gamble Company (PG) 0.1 $2.5M 19k 134.91
Ishares Tr Ibonds Dec24 Etf 0.1 $2.4M 90k 26.36
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $2.4M 87k 26.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.3M 28k 82.16
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $2.3M 29k 79.04
Nextera Energy (NEE) 0.1 $2.3M 31k 73.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.2M 48k 45.51
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $2.1M 81k 26.61
Exelon Corporation (EXC) 0.1 $2.1M 48k 44.31
Ishares Tr Ibonds Dec 28 (IBMQ) 0.1 $2.1M 77k 27.42
Merck & Co (MRK) 0.1 $2.1M 27k 77.75
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.1M 8.7k 237.30
Ishares Tr Russell 3000 Etf (IWV) 0.1 $2.0M 8.0k 255.87
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.0M 10k 200.77
Visa Com Cl A (V) 0.1 $2.0M 8.4k 233.85
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $1.9M 35k 55.32
Ishares Tr Select Divid Etf (DVY) 0.1 $1.9M 17k 116.64
Costco Wholesale Corporation (COST) 0.1 $1.9M 4.9k 395.68
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $1.9M 20k 96.32
Emerson Electric (EMR) 0.1 $1.9M 19k 96.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $1.8M 34k 54.82
Pioneer Municipal High Incom Com Shs (MHI) 0.1 $1.8M 141k 12.98
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $1.8M 17k 106.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.8M 54k 32.87
Adobe Systems Incorporated (ADBE) 0.1 $1.7M 2.9k 585.49
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.7M 17k 96.51
Facebook Cl A (META) 0.1 $1.6M 4.6k 347.71
Boeing Company (BA) 0.1 $1.6M 6.7k 239.53
Ishares Tr Ibonds Dec 26 (IBMO) 0.1 $1.6M 59k 26.98
Union Pacific Corporation (UNP) 0.1 $1.5M 7.0k 219.96
Pioneer Municipal High Income Advantage (MAV) 0.1 $1.5M 124k 12.34
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $1.5M 19k 82.33
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.5M 3.8k 398.73
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.4M 20k 73.62
Ishares Tr Ibonds Dec 0.1 $1.4M 53k 27.00
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $1.4M 43k 32.41
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $1.4M 21k 64.71
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $1.3M 49k 27.14
Johnson & Johnson (JNJ) 0.1 $1.3M 8.0k 164.77
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M 5.8k 225.33
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.3M 16k 79.26
Bank of America Corporation (BAC) 0.1 $1.3M 31k 41.22
Home Depot (HD) 0.1 $1.3M 3.9k 318.80
Nike CL B (NKE) 0.1 $1.2M 8.1k 154.47
United Sts Commodity Index F Comm Idx Fnd (USCI) 0.1 $1.2M 31k 40.40
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $1.2M 9.3k 130.52
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $1.2M 21k 57.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $1.2M 12k 104.15
Ishares Tr Short Treas Bd (SHV) 0.0 $1.2M 11k 110.48
Target Corporation (TGT) 0.0 $1.2M 4.9k 241.75
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.2M 5.9k 196.15
Chevron Corporation (CVX) 0.0 $1.1M 11k 104.74
Ishares Tr 10+ Yr Invst Grd (IGLB) 0.0 $1.1M 16k 70.18
Waste Management (WM) 0.0 $1.1M 8.0k 140.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $1.1M 6.4k 173.63
JPMorgan Chase & Co. (JPM) 0.0 $1.1M 7.1k 155.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $1.1M 13k 82.75
Illinois Tool Works (ITW) 0.0 $1.1M 4.7k 223.59
Intel Corporation (INTC) 0.0 $1.0M 18k 56.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $1.0M 9.8k 103.93
Ishares Tr Ibonds 27 Etf (IBDS) 0.0 $1.0M 38k 27.05
Ishares Tr Micro-cap Etf (IWC) 0.0 $992k 6.5k 152.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $977k 15k 65.68
Ishares Silver Tr Ishares (SLV) 0.0 $969k 40k 24.23
McDonald's Corporation (MCD) 0.0 $957k 4.1k 231.10
Coca-Cola Company (KO) 0.0 $954k 18k 54.08
Abbott Laboratories (ABT) 0.0 $943k 8.1k 115.96
Xylem (XYL) 0.0 $936k 7.8k 120.00
Deere & Company (DE) 0.0 $936k 2.7k 352.68
Square Cl A (SQ) 0.0 $934k 3.8k 243.86
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $925k 3.8k 244.90
Ishares Tr Esg Aware Msci (ESML) 0.0 $924k 23k 40.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $911k 2.6k 354.34
Nuveen Insd Dividend Advantage (NVG) 0.0 $900k 50k 17.87
NVIDIA Corporation (NVDA) 0.0 $900k 1.1k 800.00
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $893k 8.3k 107.24
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $869k 18k 47.14
Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $861k 31k 27.99
Ark Etf Tr Innovation Etf (ARKK) 0.0 $853k 6.5k 130.73
Cummins (CMI) 0.0 $841k 3.5k 243.77
Ishares Tr Faln Angls Usd (FALN) 0.0 $827k 28k 29.98
Paypal Holdings (PYPL) 0.0 $811k 2.8k 291.62
Bristol Myers Squibb (BMY) 0.0 $799k 12k 66.83
Abbvie (ABBV) 0.0 $798k 7.1k 112.62
Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $793k 27k 28.91
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $788k 9.9k 79.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $784k 5.4k 144.36
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $783k 23k 34.64
Exxon Mobil Corporation (XOM) 0.0 $777k 12k 63.10
Honeywell International (HON) 0.0 $767k 3.5k 219.27
Nuveen Muni Value Fund (NUV) 0.0 $751k 65k 11.53
Medtronic SHS (MDT) 0.0 $740k 6.0k 124.08
Ishares Tr Eafe Value Etf (EFV) 0.0 $736k 14k 51.74
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $735k 22k 33.29
Raytheon Technologies Corp (RTX) 0.0 $734k 8.6k 85.34
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $731k 6.3k 115.45
Tesla Motors (TSLA) 0.0 $716k 1.1k 679.32
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $712k 27k 26.23
Ishares Tr Esg Msci Em Ldrs (LDEM) 0.0 $707k 11k 65.76
UnitedHealth (UNH) 0.0 $699k 1.7k 400.57
Enbridge (ENB) 0.0 $693k 17k 40.02
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $687k 4.6k 150.59
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $684k 15k 45.80
International Business Machines (IBM) 0.0 $683k 4.7k 146.60
Spdr Gold Tr Gold Shs (GLD) 0.0 $676k 4.1k 165.65
Walt Disney Company (DIS) 0.0 $668k 3.8k 175.79
Paylocity Holding Corporation (PCTY) 0.0 $666k 3.5k 190.78
Netease Sponsored Ads (NTES) 0.0 $663k 5.8k 115.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $662k 7.5k 88.04
Netflix (NFLX) 0.0 $658k 1.2k 528.51
Pinnacle West Capital Corporation (PNW) 0.0 $656k 8.0k 82.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $648k 4.6k 140.44
Verizon Communications (VZ) 0.0 $635k 11k 55.99
Docusign (DOCU) 0.0 $628k 2.2k 279.48
Mondelez Intl Cl A (MDLZ) 0.0 $628k 10k 62.39
Ishares Gold Tr Ishares New (IAU) 0.0 $621k 18k 33.73
Innovator Etfs Tr Ibd 50 Etf (FFTY) 0.0 $618k 13k 46.38
Oracle Corporation (ORCL) 0.0 $602k 7.7k 77.81
Marathon Petroleum Corp (MPC) 0.0 $593k 9.8k 60.46
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $591k 11k 52.44
Dollar General (DG) 0.0 $587k 2.7k 216.21
Pfizer (PFE) 0.0 $586k 15k 39.14
Philip Morris International (PM) 0.0 $577k 5.8k 99.09
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.0 $573k 33k 17.20
Lockheed Martin Corporation (LMT) 0.0 $571k 1.5k 378.15
Ishares Jp Mrgn Em Hi Bd (EMHY) 0.0 $566k 12k 45.74
Pepsi (PEP) 0.0 $562k 3.8k 148.13
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.0 $550k 21k 25.95
Duke Energy Corp Com New (DUK) 0.0 $550k 5.6k 98.65
At&t (T) 0.0 $546k 19k 28.79
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $541k 20k 26.83
Deckers Outdoor Corporation (DECK) 0.0 $538k 1.4k 384.29
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $532k 5.4k 98.52
Ishares Tr Intl Div Grwth (IGRO) 0.0 $531k 7.9k 67.39
Walgreen Boots Alliance (WBA) 0.0 $526k 10k 52.66
Wheaton Precious Metals Corp (WPM) 0.0 $524k 12k 44.08
Veeva Sys Cl A Com (VEEV) 0.0 $524k 1.7k 311.16
American Tower Reit (AMT) 0.0 $523k 1.9k 270.14
Ishares Tr Core Msci Euro (IEUR) 0.0 $518k 9.0k 57.28
Monolithic Power Systems (MPWR) 0.0 $509k 1.4k 373.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $502k 3.7k 134.33
Wal-Mart Stores (WMT) 0.0 $501k 3.6k 141.09
Texas Instruments Incorporated (TXN) 0.0 $500k 2.6k 192.23
Monster Beverage Corp (MNST) 0.0 $500k 5.5k 91.34
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $487k 7.2k 67.58
Ishares Tr Gbl Green Etf (BGRN) 0.0 $486k 8.9k 54.79
Mastercard Incorporated Cl A (MA) 0.0 $478k 1.3k 365.16
Ishares Tr Rus 1000 Etf (IWB) 0.0 $475k 2.0k 241.85
Starbucks Corporation (SBUX) 0.0 $473k 4.2k 111.79
Lowe's Companies (LOW) 0.0 $472k 2.4k 193.84
Citigroup Com New (C) 0.0 $465k 6.6k 70.71
Matthews Intl Corp Cl A (MATW) 0.0 $459k 13k 35.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $458k 1.3k 344.62
Chesapeake Utilities Corporation (CPK) 0.0 $444k 3.7k 120.42
Altria (MO) 0.0 $433k 9.1k 47.66
Cisco Systems (CSCO) 0.0 $426k 8.0k 53.01
Sherwin-Williams Company (SHW) 0.0 $417k 1.5k 272.55
Eli Lilly & Co. (LLY) 0.0 $414k 1.8k 229.49
Kirkland Lake Gold 0.0 $413k 11k 38.55
Air Products & Chemicals (APD) 0.0 $412k 1.4k 287.91
Norfolk Southern (NSC) 0.0 $411k 1.5k 265.50
Ishares Tr New York Mun Etf (NYF) 0.0 $408k 7.0k 58.39
Colgate-Palmolive Company (CL) 0.0 $408k 5.0k 81.31
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $404k 4.7k 85.65
Cohen & Steers Quality Income Realty (RQI) 0.0 $401k 26k 15.72
Organon & Co Common Stock (OGN) 0.0 $398k 13k 30.25
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $398k 8.5k 46.70
Truist Financial Corp equities (TFC) 0.0 $393k 7.1k 55.47
Stryker Corporation (SYK) 0.0 $391k 1.5k 259.80
Wells Fargo & Company (WFC) 0.0 $383k 8.5k 45.30
Carrier Global Corporation (CARR) 0.0 $378k 7.8k 48.59
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.0 $368k 9.0k 40.89
Southern Company (SO) 0.0 $359k 5.9k 60.46
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $352k 15k 23.32
Newmont Mining Corporation (NEM) 0.0 $349k 5.5k 63.45
Kilroy Realty Corporation (KRC) 0.0 $348k 5.0k 69.60
Enterprise Products Partners (EPD) 0.0 $340k 14k 24.10
Fidelity National Information Services (FIS) 0.0 $334k 2.4k 141.89
Otis Worldwide Corp (OTIS) 0.0 $314k 3.8k 81.88
SYSCO Corporation (SYY) 0.0 $312k 4.0k 77.63
PG&E Corporation (PCG) 0.0 $305k 30k 10.15
Yum! Brands (YUM) 0.0 $300k 2.6k 114.99
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $299k 7.6k 39.50
Danaher Corporation (DHR) 0.0 $293k 1.1k 268.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $291k 1.3k 226.64
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $289k 6.9k 41.67
First Tr Exchange Traded Hlth Care Alph (FXH) 0.0 $288k 2.5k 117.03
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $286k 2.8k 101.96
Caterpillar (CAT) 0.0 $274k 1.3k 217.46
Pulte (PHM) 0.0 $273k 5.0k 54.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $266k 1.8k 150.54
British Amern Tob Sponsored Adr (BTI) 0.0 $261k 6.7k 39.24
Ishares Tr U.s. Energy Etf (IYE) 0.0 $261k 9.0k 29.10
Kimberly-Clark Corporation (KMB) 0.0 $258k 1.9k 133.68
Alliant Energy Corporation (LNT) 0.0 $256k 4.6k 55.82
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.0 $255k 4.2k 60.71
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $253k 4.2k 59.70
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $252k 4.2k 60.49
Qualcomm (QCOM) 0.0 $252k 1.8k 142.70
Innovator Etfs Tr S&p 500 Buffer (BMAR) 0.0 $251k 7.6k 32.84
PNC Financial Services (PNC) 0.0 $250k 1.3k 190.99
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $248k 4.4k 56.11
Trex Company (TREX) 0.0 $245k 2.4k 102.08
Darling International (DAR) 0.0 $245k 3.6k 67.55
Invesco Insured Municipal Income Trust (IIM) 0.0 $237k 14k 16.51
Baidu Spon Adr Rep A (BIDU) 0.0 $224k 1.1k 204.01
First Tr Exchange Traded Consumr Discre (FXD) 0.0 $220k 3.6k 60.81
Ensign (ENSG) 0.0 $220k 2.5k 86.85
Albemarle Corporation (ALB) 0.0 $219k 1.3k 168.46
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $218k 3.4k 64.02
Teladoc (TDOC) 0.0 $211k 1.3k 166.14
T. Rowe Price (TROW) 0.0 $207k 1.0k 198.09
Analog Devices (ADI) 0.0 $203k 1.2k 171.74
Hormel Foods Corporation (HRL) 0.0 $200k 4.2k 47.73