Foster & Motley

Foster & Motley as of June 30, 2021

Portfolio Holdings for Foster & Motley

Foster & Motley holds 319 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
Hartford Multifactor Developed Markets ETF Etf (RODM) 4.1 $49M 1.6M 30.71
Schwab Fundamental Intl Lg Co ETF Etf (FNDF) 4.1 $49M 1.5M 33.28
JPMorgan Ultra-Short Income ETF Etf (JPST) 4.1 $49M 956k 50.74
Schwab International Equity ETF Etf (SCHF) 4.0 $48M 1.2M 39.45
Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE) 3.0 $36M 1.1M 32.25
Apple (AAPL) 2.7 $32M 233k 136.96
Schwab US TIPS ETF Etf (SCHP) 2.5 $30M 481k 62.51
American Centy Etf Tr avantis emgmkt (AVEM) 2.5 $30M 424k 69.56
Microsoft Corporation (MSFT) 1.8 $21M 79k 270.91
iShares MBS Bond ETF iShares (MBB) 1.6 $19M 179k 108.23
Schwab Intermediate-Term U.S. Trsy ETF Etf (SCHR) 1.6 $19M 333k 56.87
Schwab U.S. REIT ETF Etf (SCHH) 1.5 $18M 397k 45.79
Managed Portfolio Ser tortoise nram pi (TPYP) 1.4 $16M 721k 22.53
Target Corporation (TGT) 1.3 $15M 63k 241.73
Schwab Fundamental US Small Company ETF Etf (FNDA) 1.1 $13M 245k 54.39
Wal-Mart Stores (WMT) 1.0 $12M 88k 141.02
Oracle Corporation (ORCL) 1.0 $12M 158k 77.84
Vanguard Interm-Tm Govt Bd Inx ETF Etf (VGIT) 1.0 $12M 179k 67.81
Verizon Communications (VZ) 1.0 $12M 212k 56.03
JPMorgan Chase & Co. (JPM) 0.9 $11M 73k 155.53
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB) 0.9 $11M 202k 55.30
iShares JPMorgan USD Emerg Markets Bond ETF iShares (EMB) 0.9 $11M 97k 112.46
Vanguard Small Cap Value ETF Etf (VBR) 0.9 $11M 61k 173.66
Camden Property Trust (CPT) 0.9 $10M 78k 132.67
Cisco Systems (CSCO) 0.8 $10M 191k 53.00
Pfizer (PFE) 0.8 $9.8M 250k 39.16
Toyota Motor Corporation Adr (TM) 0.8 $9.7M 56k 174.83
iShares MSCI EAFE Min Volatility ETF iShares (EFAV) 0.8 $9.7M 128k 75.54
Alphabet Inc Class C cs (GOOG) 0.8 $9.6M 3.8k 2506.27
Amgen (AMGN) 0.8 $9.6M 39k 243.75
Facebook Inc cl a (META) 0.8 $9.5M 27k 347.70
iShares Edge MSCI Multifactor USA ETF iShares (LRGF) 0.8 $9.2M 214k 42.83
Procter & Gamble Company (PG) 0.8 $9.1M 67k 134.93
Cummins (CMI) 0.8 $9.0M 37k 243.83
Lexington Realty Trust (LXP) 0.7 $8.6M 717k 11.95
Pacer Benchmark Data & Infrastructure Real Estate ETF Etf (SRVR) 0.7 $8.3M 206k 40.34
Johnson & Johnson (JNJ) 0.7 $8.2M 50k 164.74
Kroger (KR) 0.7 $8.1M 212k 38.31
Intel Corporation (INTC) 0.7 $8.0M 143k 56.14
Citigroup (C) 0.7 $7.9M 112k 70.75
SPDR Barclays Cap Interm Term Corp Bond ETF Etf (SPIB) 0.7 $7.9M 214k 36.70
D.R. Horton (DHI) 0.7 $7.8M 87k 90.37
iShares Edge MSCI Multifactor Intl ETF iShares (INTF) 0.7 $7.8M 260k 30.05
Infosys Adr (INFY) 0.6 $7.7M 366k 21.19
Texas Instruments Incorporated (TXN) 0.6 $7.4M 39k 192.30
Vanguard Total Bond Market ETF Etf (BND) 0.6 $7.4M 86k 85.89
Vanguard Reit Index ETF Etf (VNQ) 0.6 $7.3M 72k 101.78
Potlatch Corporation (PCH) 0.6 $6.8M 128k 53.15
Activision Blizzard 0.5 $6.5M 68k 95.43
Best Buy (BBY) 0.5 $6.4M 55k 114.97
UGI Corporation (UGI) 0.5 $6.2M 135k 46.31
Allstate Corporation (ALL) 0.5 $6.0M 46k 130.44
Accenture (ACN) 0.5 $5.9M 20k 294.77
Abbvie (ABBV) 0.5 $5.8M 52k 112.63
Total (TTE) 0.5 $5.7M 125k 45.26
Pulte (PHM) 0.5 $5.7M 104k 54.57
Hca Holdings (HCA) 0.5 $5.6M 27k 206.72
Union Pacific Corporation (UNP) 0.4 $5.3M 24k 219.92
International Paper Company (IP) 0.4 $5.0M 82k 61.31
Equitable Holdings (EQH) 0.4 $5.0M 165k 30.45
Invesco Emerging Mkts Sovereign Debt ETF Etf (PCY) 0.4 $5.0M 179k 27.62
Schwab Fundamental US Large Company ETF Etf (FNDX) 0.4 $4.8M 89k 54.72
Ameriprise Financial (AMP) 0.4 $4.8M 19k 248.87
Travelers Companies (TRV) 0.4 $4.6M 31k 149.71
Chevron Corporation (CVX) 0.4 $4.6M 44k 104.73
Qts Realty Trust 0.4 $4.6M 59k 77.29
Invesco FTSE RAFI Emerging Markets ETF Etf (PXH) 0.4 $4.5M 191k 23.35
Paccar (PCAR) 0.4 $4.4M 50k 89.25
CVS Caremark Corporation (CVS) 0.4 $4.4M 53k 83.44
Thermo Fisher Scientific (TMO) 0.4 $4.4M 8.7k 504.42
EOG Resources (EOG) 0.4 $4.4M 52k 83.43
Piedmont Office Realty Trust (PDM) 0.4 $4.3M 231k 18.47
Discovery Communications 0.4 $4.2M 146k 28.98
U.S. Bancorp (USB) 0.3 $4.2M 73k 56.97
Eaton (ETN) 0.3 $4.2M 28k 148.17
Exelon Corporation (EXC) 0.3 $4.1M 92k 44.31
Nucor Corporation (NUE) 0.3 $4.0M 42k 95.94
Dick's Sporting Goods (DKS) 0.3 $3.9M 39k 100.19
Emerson Electric (EMR) 0.3 $3.9M 40k 96.25
Simon Property (SPG) 0.3 $3.9M 30k 130.48
Quest Diagnostics Incorporated (DGX) 0.3 $3.8M 29k 131.99
Vanguard Russell 1000 ETF Etf (VONE) 0.3 $3.7M 18k 200.30
AFLAC Incorporated (AFL) 0.3 $3.7M 68k 53.66
Outfront Media (OUT) 0.3 $3.6M 151k 24.03
Cyrusone 0.3 $3.6M 50k 71.52
First Trust Managed Municipal ETF Etf (FMB) 0.3 $3.6M 62k 57.27
Fifth Third Ban (FITB) 0.3 $3.4M 89k 38.23
McKesson Corporation (MCK) 0.3 $3.4M 18k 191.24
UnitedHealth (UNH) 0.3 $3.4M 8.4k 400.41
Industries N shs - a - (LYB) 0.3 $3.3M 32k 102.86
Honeywell International (HON) 0.3 $3.3M 15k 219.36
Kinder Morgan (KMI) 0.3 $3.3M 180k 18.23
International Business Machines (IBM) 0.3 $3.3M 22k 146.57
General Dynamics Corporation (GD) 0.3 $3.3M 17k 188.27
American Tower Reit (AMT) 0.3 $3.3M 12k 270.15
Hartford Financial Services (HIG) 0.3 $3.2M 52k 61.98
Tyson Foods (TSN) 0.3 $3.2M 44k 73.75
Kilroy Realty Corporation (KRC) 0.3 $3.2M 46k 69.63
Whirlpool Corporation (WHR) 0.3 $3.2M 15k 218.03
Real Estate Select Sect Spdr (XLRE) 0.3 $3.1M 71k 44.33
Seagate Technology Com Stk 0.3 $3.1M 36k 87.92
iShares MSCI EAFE ETF iShares (EFA) 0.3 $3.1M 39k 78.88
Fnf (FNF) 0.3 $3.1M 70k 43.45
Lowe's Companies (LOW) 0.3 $3.0M 16k 193.97
Tor Dom Bk Cad (TD) 0.3 $3.0M 43k 70.04
Becton, Dickinson and (BDX) 0.2 $2.9M 12k 243.19
PIMCO Intermediate Muni Bond Strgy ETF Etf (MUNI) 0.2 $2.9M 51k 56.78
VanEck Vectors High-Yield Muni ETF Etf (HYD) 0.2 $2.9M 45k 63.62
Morgan Stanley (MS) 0.2 $2.9M 31k 91.70
Merck & Co (MRK) 0.2 $2.8M 36k 77.78
Pennymac Financial Services (PFSI) 0.2 $2.8M 46k 61.72
Manulife Finl Corp (MFC) 0.2 $2.8M 142k 19.70
MetLife (MET) 0.2 $2.8M 47k 59.86
Goldman Sachs (GS) 0.2 $2.8M 7.4k 379.52
Encompass Health Corp (EHC) 0.2 $2.7M 35k 78.03
Onemain Holdings (OMF) 0.2 $2.6M 44k 59.92
Progressive Corporation (PGR) 0.2 $2.6M 27k 98.21
Owens Corning (OC) 0.2 $2.6M 26k 97.90
Kimberly-Clark Corporation (KMB) 0.2 $2.5M 19k 133.76
Caterpillar (CAT) 0.2 $2.5M 12k 217.63
Celanese Corporation (CE) 0.2 $2.5M 17k 151.57
Entergy Corporation (ETR) 0.2 $2.4M 24k 99.71
Nexstar Broadcasting (NXST) 0.2 $2.4M 16k 147.86
Kraft Heinz (KHC) 0.2 $2.2M 54k 40.79
Corning Incorporated (GLW) 0.2 $2.2M 53k 40.90
McDonald's Corporation (MCD) 0.2 $2.1M 9.3k 230.95
Big Lots (BIGGQ) 0.2 $2.1M 32k 66.00
Vishay Intertechnology (VSH) 0.2 $2.1M 94k 22.55
Cognizant Technology Solutions (CTSH) 0.2 $2.0M 29k 69.25
J.M. Smucker Company (SJM) 0.2 $2.0M 16k 129.55
Avnet (AVT) 0.2 $2.0M 50k 40.08
Exxon Mobil Corporation (XOM) 0.2 $2.0M 31k 63.07
Archer Daniels Midland Company (ADM) 0.2 $1.9M 32k 60.61
AES Corporation (AES) 0.2 $1.9M 73k 26.07
iShares Core MSCI EAFE ETF iShares (IEFA) 0.2 $1.9M 25k 74.87
Omni (OMC) 0.2 $1.9M 23k 80.01
Prudential Financial (PRU) 0.2 $1.9M 18k 102.48
Triton International 0.2 $1.8M 35k 52.34
Vanguard Ultra-Short Bond ETF Shares Etf (VUSB) 0.2 $1.8M 36k 50.10
Snap-on Incorporated (SNA) 0.1 $1.8M 8.0k 223.39
J Global (ZD) 0.1 $1.8M 13k 137.53
Cdw (CDW) 0.1 $1.7M 9.8k 174.67
Pepsi (PEP) 0.1 $1.7M 11k 148.15
First American Financial (FAF) 0.1 $1.6M 26k 62.34
Marathon Petroleum Corp (MPC) 0.1 $1.6M 27k 60.43
Fox Corp (FOXA) 0.1 $1.6M 44k 37.12
Doubleline Income Solutions (DSL) 0.1 $1.6M 88k 18.09
State Street Corporation (STT) 0.1 $1.6M 19k 82.30
Medtronic (MDT) 0.1 $1.6M 13k 124.10
At&t (T) 0.1 $1.6M 54k 28.78
FedEx Corporation (FDX) 0.1 $1.5M 5.2k 298.34
Weyerhaeuser Company (WY) 0.1 $1.5M 45k 34.41
Walgreen Boots Alliance (WBA) 0.1 $1.5M 29k 52.62
Cabot Corporation (CBT) 0.1 $1.5M 27k 56.92
Steel Dynamics (STLD) 0.1 $1.5M 25k 59.59
TJX Companies (TJX) 0.1 $1.5M 22k 67.42
Northrop Grumman Corporation (NOC) 0.1 $1.5M 4.0k 363.55
iShares Barclays TIPS Bond iShares (TIP) 0.1 $1.5M 11k 128.04
United Rentals (URI) 0.1 $1.4M 4.5k 318.99
MDU Resources (MDU) 0.1 $1.4M 45k 31.33
Bristol Myers Squibb (BMY) 0.1 $1.4M 21k 66.80
Hasbro (HAS) 0.1 $1.3M 14k 94.55
iShares Edge MSCI Mltfct USA SmCp ETF iShares (SMLF) 0.1 $1.3M 24k 54.87
Lamar Advertising Co-a (LAMR) 0.1 $1.3M 13k 104.40
3M Company (MMM) 0.1 $1.3M 6.5k 198.68
Hill-Rom Holdings 0.1 $1.3M 11k 113.58
Home Depot (HD) 0.1 $1.3M 4.0k 319.01
General Mills (GIS) 0.1 $1.3M 21k 60.93
Patterson Companies (PDCO) 0.1 $1.3M 41k 30.38
Royal Dutch Shell A Adr 0.1 $1.2M 31k 40.38
Invitation Homes (INVH) 0.1 $1.2M 33k 37.29
Reliance Steel & Aluminum (RS) 0.1 $1.2M 8.0k 150.85
Hanover Insurance (THG) 0.1 $1.2M 8.6k 135.60
Interpublic Group of Companies (IPG) 0.1 $1.2M 36k 32.48
Cerner Corporation 0.1 $1.1M 14k 78.18
Te Connectivity Ltd for 0.1 $1.1M 8.2k 135.16
Anthem (ELV) 0.1 $1.1M 2.9k 381.83
Walt Disney Company (DIS) 0.1 $1.1M 6.2k 175.75
Booz Allen Hamilton Holding Corporation (BAH) 0.1 $1.1M 13k 85.15
Chubb (CB) 0.1 $1.0M 6.6k 158.88
Applied Materials (AMAT) 0.1 $1.0M 7.1k 142.40
Schwab US Broad Mkt ETF Etf (SCHB) 0.1 $997k 9.6k 104.28
Illinois Tool Works (ITW) 0.1 $985k 4.4k 223.61
Raytheon Technologies Corp (RTX) 0.1 $980k 12k 85.34
PNC Financial Services (PNC) 0.1 $964k 5.1k 190.82
Schwab Emerging Mkts Equity ETF Etf (SCHE) 0.1 $916k 28k 32.89
Arrow Electronics (ARW) 0.1 $915k 8.0k 113.81
Leidos Holdings (LDOS) 0.1 $913k 9.0k 101.07
Valero Energy Corporation (VLO) 0.1 $897k 12k 78.08
Bank of America Corporation (BAC) 0.1 $860k 21k 41.21
Everest Re Group (EG) 0.1 $850k 3.4k 252.00
PPG Industries (PPG) 0.1 $849k 5.0k 169.83
Amdocs Ltd ord (DOX) 0.1 $849k 11k 77.34
Alphabet Inc Class A cs (GOOGL) 0.1 $830k 340.00 2441.18
Viacomcbs (PARA) 0.1 $827k 18k 45.20
Iron Mountain (IRM) 0.1 $820k 19k 42.30
Synchrony Financial (SYF) 0.1 $818k 17k 48.52
Carrier Global Corporation (CARR) 0.1 $800k 17k 48.62
Automatic Data Processing (ADP) 0.1 $787k 4.0k 198.54
Allison Transmission Hldngs I (ALSN) 0.1 $781k 20k 39.72
Vanguard Value ETF Etf (VTV) 0.1 $763k 5.5k 137.50
Global X MLP & Energy Infrastructure ETF Etf (MLPX) 0.1 $755k 21k 36.35
SYNNEX Corporation (SNX) 0.1 $732k 6.0k 121.78
Sprouts Fmrs Mkt (SFM) 0.1 $727k 29k 24.84
CMS Energy Corporation (CMS) 0.1 $722k 12k 59.08
Concentrix Corp (CNXC) 0.1 $710k 4.4k 160.78
Huntington Bancshares Incorporated (HBAN) 0.1 $689k 48k 14.27
AutoZone (AZO) 0.1 $688k 461.00 1492.41
Cincinnati Financial Corporation (CINF) 0.1 $675k 5.8k 116.64
General Motors Company (GM) 0.1 $662k 11k 59.17
Lennar Corporation (LEN) 0.1 $652k 6.6k 99.41
iShares Intermediate-Term Corporate Bond ETF iShares (IGIB) 0.1 $639k 11k 60.48
Dover Corporation (DOV) 0.1 $633k 4.2k 150.54
Vanguard Dividend Appreciation ETF Etf (VIG) 0.1 $618k 4.0k 154.77
Vanguard Total Stock Market ETF Etf (VTI) 0.1 $617k 2.8k 222.66
Canadian Natl Ry (CNI) 0.1 $608k 5.8k 105.45
AmerisourceBergen (COR) 0.1 $601k 5.3k 114.41
Foot Locker (FL) 0.1 $599k 9.7k 61.65
Masco Corporation (MAS) 0.0 $583k 9.9k 58.89
iShares Core S&P 500 ETF iShares (IVV) 0.0 $577k 1.3k 430.28
Travel Leisure Ord (TNL) 0.0 $567k 9.5k 59.42
Schwab Fundamental Intl Sm Co ETF Etf (FNDC) 0.0 $565k 14k 39.28
Gilead Sciences (GILD) 0.0 $557k 8.1k 68.92
Novartis A G Adr (NVS) 0.0 $551k 6.0k 91.21
Key (KEY) 0.0 $542k 26k 20.64
iShares Short Maturity Bond ETF iShares (NEAR) 0.0 $538k 11k 50.19
Deere & Company (DE) 0.0 $534k 1.5k 352.48
Amkor Technology (AMKR) 0.0 $529k 22k 23.66
Comcast Corporation (CMCSA) 0.0 $526k 9.2k 57.07
Schwab U.S. Dividend Equity ETF Etf (SCHD) 0.0 $516k 6.8k 75.56
iShares iBoxx Inv Grade Corp Bond ETF iShares (LQD) 0.0 $506k 3.8k 134.43
Unum (UNM) 0.0 $503k 18k 28.40
Phillips 66 (PSX) 0.0 $487k 5.7k 85.77
Newmont Mining Corporation (NEM) 0.0 $480k 7.6k 63.42
ConocoPhillips (COP) 0.0 $472k 7.7k 60.91
VanEck Vectors Intermediate Muni ETF Etf (ITM) 0.0 $470k 9.1k 51.86
iShares S&P Small-Cap ETF iShares (IJR) 0.0 $469k 4.2k 112.88
Regal-beloit Corporation (RRX) 0.0 $468k 3.5k 133.56
EastGroup Properties (EGP) 0.0 $464k 2.8k 164.42
Ingredion Incorporated (INGR) 0.0 $463k 5.1k 90.50
PPL Corporation (PPL) 0.0 $462k 17k 27.94
Franklin Resources (BEN) 0.0 $451k 14k 31.96
Abbott Laboratories (ABT) 0.0 $449k 3.9k 115.99
Prologis (PLD) 0.0 $445k 3.7k 119.53
Cardinal Health (CAH) 0.0 $444k 7.8k 57.14
iShares Russell Mid-cap Value ETF iShares (IWS) 0.0 $443k 3.8k 115.09
Public Service Enterprise (PEG) 0.0 $442k 7.4k 59.72
iShares Natl Amt-Free Muni Bond ETF iShares (MUB) 0.0 $441k 3.8k 117.32
iShares Russell 1000 ETF iShares (IWB) 0.0 $429k 1.8k 242.10
Otis Worldwide Corp (OTIS) 0.0 $423k 5.2k 81.72
Polaris Industries (PII) 0.0 $418k 3.1k 137.05
iShares S&P Mid-Cap 400 Value ETF iShares (IJJ) 0.0 $414k 3.9k 105.34
Danaher Corporation (DHR) 0.0 $411k 1.5k 268.28
Old Republic International Corporation (ORI) 0.0 $407k 16k 24.89
Host Hotels & Resorts (HST) 0.0 $406k 24k 17.09
Vanguard Emerging Markets Stock ETF Etf (VWO) 0.0 $391k 7.2k 54.32
Sonoco Products Company (SON) 0.0 $388k 5.8k 66.87
Schwab U.S. Small-Cap ETF Etf (SCHA) 0.0 $386k 3.7k 104.13
Louisiana-Pacific Corporation (LPX) 0.0 $376k 6.2k 60.32
Popular (BPOP) 0.0 $369k 4.9k 75.00
Vistra Energy (VST) 0.0 $363k 20k 18.54
Premier (PINC) 0.0 $363k 10k 34.81
Norfolk Southern (NSC) 0.0 $351k 1.3k 265.31
MasterCard Incorporated (MA) 0.0 $347k 951.00 364.88
Technology Select Sector SPDR ETF Etf (XLK) 0.0 $342k 2.3k 147.54
Ross Stores (ROST) 0.0 $342k 2.8k 124.09
Janus Henderson Group Plc Ord (JHG) 0.0 $338k 8.7k 38.85
T. Rowe Price (TROW) 0.0 $337k 1.7k 198.00
VanEck Vectors Gold Miners ETF Etf (GDX) 0.0 $333k 9.8k 33.96
Broadcom (AVGO) 0.0 $332k 696.00 477.01
iShares Short-Term National Muni Bond ETF iShares (SUB) 0.0 $325k 3.0k 107.76
Oshkosh Corporation (OSK) 0.0 $324k 2.6k 124.66
Nike (NKE) 0.0 $312k 2.0k 154.46
Invesco FTSE RAFI US 1000 ETF Etf (PRF) 0.0 $311k 1.9k 160.47
Vanguard FTSE All-World ex-US ETF Etf (VEU) 0.0 $311k 4.9k 63.33
iShares GNMA Bond ETF iShares (GNMA) 0.0 $310k 6.2k 49.98
Trane Technologies (TT) 0.0 $305k 1.7k 183.96
iShares Core MSCI Emerging Markets ETF iShares (IEMG) 0.0 $302k 4.5k 67.05
American Express Company (AXP) 0.0 $297k 1.8k 165.09
Spdr S&p 500 Etf Etf (SPY) 0.0 $296k 692.00 427.75
Crane 0.0 $294k 3.2k 92.37
iShares Russell 2000 ETF iShares (IWM) 0.0 $292k 1.3k 229.20
Republic Services (RSG) 0.0 $290k 2.6k 110.06
Lear Corporation (LEA) 0.0 $288k 1.6k 175.40
iShares Core S&P Mid-Cap ETF iShares (IJH) 0.0 $286k 1.1k 268.80
Vanguard Total International Stock ETF Etf (VXUS) 0.0 $282k 4.3k 65.80
Costco Wholesale Corporation (COST) 0.0 $275k 695.00 395.68
Oneok (OKE) 0.0 $270k 4.8k 55.72
Invesco QQQ ETF Etf (QQQ) 0.0 $270k 762.00 354.33
United Parcel Service (UPS) 0.0 $270k 1.3k 208.01
Visa (V) 0.0 $268k 1.1k 233.45
Taiwan Semiconductor Mfg (TSM) 0.0 $264k 2.2k 120.38
Equinix (EQIX) 0.0 $258k 321.00 803.74
Schwab US LC ETF Etf (SCHX) 0.0 $254k 2.4k 104.01
Coca-Cola Company (KO) 0.0 $253k 4.7k 54.01
Timken Company (TKR) 0.0 $252k 3.1k 80.49
Nextera Energy (NEE) 0.0 $251k 3.4k 73.26
iShares MSCI Emerging Markets Index ETF iShares (EEM) 0.0 $249k 4.5k 55.19
Viatris (VTRS) 0.0 $242k 17k 14.29
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.0 $240k 4.7k 51.44
Williams Companies (WMB) 0.0 $237k 8.9k 26.51
Starbucks Corporation (SBUX) 0.0 $237k 2.1k 111.95
Berkshire Hathaway (BRK.B) 0.0 $232k 836.00 277.51
Principal Financial (PFG) 0.0 $231k 3.7k 63.10
Schwab U.S. Aggregate Bond ETF Etf (SCHZ) 0.0 $229k 4.2k 54.71
Tegna (TGNA) 0.0 $228k 12k 18.80
Packaging Corporation of America (PKG) 0.0 $228k 1.7k 135.23
Universal Health Services (UHS) 0.0 $227k 1.6k 146.26
American Electric Power Company (AEP) 0.0 $227k 2.7k 84.70
Laboratory Corp. of America Holdings 0.0 $220k 796.00 276.38
iShares Gold Trust ETF iShares 0.0 $216k 6.4k 33.72
Hubbell (HUBB) 0.0 $214k 1.1k 186.90
Xerox Corp (XRX) 0.0 $211k 9.0k 23.46
Dell Technologies (DELL) 0.0 $209k 2.1k 99.48
J P Morgan Exchange Traded F jpmorgan diver (JPUS) 0.0 $205k 2.1k 96.93
Amazon (AMZN) 0.0 $203k 59.00 3440.68
Steelcase (SCS) 0.0 $182k 12k 15.07
Cbre Clarion Global Real Estat re (IGR) 0.0 $121k 14k 8.84
Yamana Gold 0.0 $56k 13k 4.21