Richards, Merrill & Peterson

Richards, Merrill & Peterson as of March 31, 2026

Portfolio Holdings for Richards, Merrill & Peterson

Richards, Merrill & Peterson holds 283 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Costco Wholesale Corporation (COST) 4.7 $13M 13k 996.46
Apple (AAPL) 4.5 $12M 48k 253.79
Microsoft Corporation (MSFT) 4.3 $12M 32k 370.17
Amazon (AMZN) 3.7 $10M 48k 208.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $9.0M 16k 577.18
NVIDIA Corporation (NVDA) 3.0 $8.2M 47k 174.40
Alphabet Cap Stk Cl A (GOOGL) 2.4 $6.5M 23k 287.56
Chevron Corporation (CVX) 2.3 $6.3M 30k 206.90
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.2 $6.1M 9.4k 650.36
Stryker Corporation (SYK) 1.9 $5.3M 16k 328.59
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.8 $4.8M 187k 25.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $4.7M 152k 30.68
JPMorgan Chase & Co. (JPM) 1.7 $4.6M 16k 294.16
Meta Platforms Cl A (META) 1.6 $4.5M 7.8k 572.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $3.9M 6.5k 597.55
Raytheon Technologies Corp (RTX) 1.3 $3.6M 19k 192.90
Capital Group Growth Etf Shs Creation Uni (CGGR) 1.2 $3.4M 85k 40.19
Applied Materials (AMAT) 1.2 $3.3M 9.6k 341.78
Home Depot (HD) 1.2 $3.2M 9.9k 328.88
Exxon Mobil Corporation (XOM) 1.1 $2.9M 17k 169.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.8M 5.9k 479.20
Caterpillar (CAT) 1.0 $2.7M 3.9k 708.41
Intuitive Surgical Com New (ISRG) 1.0 $2.7M 5.9k 460.99
Pgim Etf Tr Total Return Bon (PTRB) 1.0 $2.7M 65k 41.51
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.6M 9.0k 286.87
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.9 $2.5M 59k 42.54
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.9 $2.4M 91k 26.26
Visa Com Cl A (V) 0.8 $2.3M 7.6k 302.25
Lowe's Companies (LOW) 0.8 $2.2M 9.5k 236.28
Palantir Technologies Cl A (PLTR) 0.8 $2.2M 15k 146.28
Cisco Systems (CSCO) 0.8 $2.1M 28k 77.59
Micron Technology (MU) 0.8 $2.1M 6.3k 337.84
Franklin Templeton Etf Tr Income Focus Etf (INCM) 0.8 $2.1M 73k 28.75
Broadcom (AVGO) 0.7 $2.0M 6.6k 309.51
International Business Machines (IBM) 0.7 $1.9M 8.0k 242.39
McDonald's Corporation (MCD) 0.7 $1.9M 6.0k 310.76
Merck & Co (MRK) 0.7 $1.9M 16k 120.29
Procter & Gamble Company (PG) 0.7 $1.8M 13k 144.44
Morgan Stanley Com New (MS) 0.7 $1.8M 11k 164.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $1.8M 26k 67.53
Wal-Mart Stores (WMT) 0.6 $1.7M 14k 124.28
Coca-Cola Company (KO) 0.6 $1.7M 22k 76.05
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.6 $1.6M 60k 27.23
Verizon Communications (VZ) 0.6 $1.6M 32k 50.20
Waste Management (WM) 0.6 $1.5M 6.7k 229.79
Honeywell International (HON) 0.6 $1.5M 6.8k 226.04
Constellation Energy (CEG) 0.6 $1.5M 5.4k 279.23
Medtronic SHS (MDT) 0.5 $1.5M 17k 86.65
Metropcs Communications (TMUS) 0.5 $1.5M 6.9k 210.03
Abbvie (ABBV) 0.5 $1.5M 6.7k 217.49
Johnson & Johnson (JNJ) 0.5 $1.4M 5.8k 244.43
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.4M 11k 124.31
FedEx Corporation (FDX) 0.5 $1.4M 3.9k 356.14
Avista Corporation (AVA) 0.5 $1.3M 34k 40.14
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.5 $1.3M 59k 22.34
Us Bancorp Com New (USB) 0.5 $1.3M 25k 52.01
Oracle Corporation (ORCL) 0.5 $1.3M 8.5k 147.11
Palo Alto Networks (PANW) 0.5 $1.2M 7.7k 160.32
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $1.2M 3.5k 337.91
Spdr Index Shs Fds State Street Spd (WDIV) 0.4 $1.1M 15k 77.15
Starbucks Corporation (SBUX) 0.4 $1.1M 12k 89.59
Emerson Electric (EMR) 0.4 $1.1M 8.3k 131.02
Texas Instruments Incorporated (TXN) 0.4 $1.1M 5.6k 194.13
Blackstone Group Inc Com Cl A (BX) 0.4 $1.1M 9.3k 114.98
Abbott Laboratories (ABT) 0.4 $1.1M 10k 102.67
L3harris Technologies (LHX) 0.4 $1.1M 3.1k 345.15
Nucor Corporation (NUE) 0.4 $1.0M 6.2k 169.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.0M 7.0k 148.10
Southern Company (SO) 0.4 $1.0M 11k 96.52
Uber Technologies (UBER) 0.4 $989k 14k 71.93
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $988k 15k 64.08
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $960k 19k 50.61
Eli Lilly & Co. (LLY) 0.4 $958k 1.0k 919.93
O'reilly Automotive (ORLY) 0.3 $939k 10k 92.31
Ishares Tr Core Msci Eafe (IEFA) 0.3 $905k 10k 90.53
Union Pacific Corporation (UNP) 0.3 $898k 3.7k 242.60
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $898k 2.3k 383.46
Trane Technologies SHS (TT) 0.3 $896k 2.2k 416.69
Linde SHS (LIN) 0.3 $872k 1.8k 495.87
American Express Company (AXP) 0.3 $871k 2.9k 302.45
Leidos Holdings (LDOS) 0.3 $871k 5.6k 155.52
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $849k 23k 37.20
Lockheed Martin Corporation (LMT) 0.3 $841k 1.4k 604.55
Netflix (NFLX) 0.3 $820k 8.5k 96.15
Rbb Fund Trust First Eagle Gbl (FEGE) 0.3 $807k 17k 47.00
Blackrock (BLK) 0.3 $801k 833.00 962.02
TJX Companies (TJX) 0.3 $797k 5.0k 159.71
Ishares Tr Russell 2000 Etf (IWM) 0.3 $793k 3.2k 248.00
Ishares Tr S&P SML 600 GWT (IJT) 0.3 $791k 5.5k 144.72
Illinois Tool Works (ITW) 0.3 $778k 3.0k 260.27
Tractor Supply Company (TSCO) 0.3 $762k 17k 45.30
Danaher Corporation (DHR) 0.3 $758k 4.0k 189.60
Ishares Core Msci Emkt (IEMG) 0.3 $756k 11k 69.75
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $739k 15k 49.37
Air Products & Chemicals (APD) 0.3 $737k 2.5k 290.44
Tesla Motors (TSLA) 0.3 $731k 2.0k 371.75
UnitedHealth (UNH) 0.3 $716k 2.6k 270.55
Snowflake Com Shs (SNOW) 0.2 $661k 4.4k 150.82
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.2 $625k 21k 29.36
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $622k 3.8k 161.73
Walt Disney Company (DIS) 0.2 $593k 6.2k 96.38
Advanced Micro Devices (AMD) 0.2 $584k 2.9k 203.43
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $576k 13k 45.89
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.2 $562k 18k 31.25
ConocoPhillips (COP) 0.2 $558k 4.2k 132.00
Nike CL B (NKE) 0.2 $557k 11k 52.82
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $550k 6.0k 92.28
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.2 $547k 21k 26.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $545k 3.0k 184.28
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $545k 5.4k 100.62
Mastercard Incorporated Cl A (MA) 0.2 $544k 1.1k 499.43
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $543k 14k 38.42
salesforce (CRM) 0.2 $536k 2.9k 186.68
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $535k 405.00 1320.83
Putnam Etf Trust Focused Lar Cap (PVAL) 0.2 $523k 11k 46.40
D.R. Horton (DHI) 0.2 $522k 3.8k 137.23
AFLAC Incorporated (AFL) 0.2 $514k 4.7k 109.72
Proshares Tr Ultrapro Short S (SPXU) 0.2 $511k 9.0k 56.74
Kinder Morgan (KMI) 0.2 $503k 15k 33.53
Crowdstrike Hldgs Cl A (CRWD) 0.2 $499k 1.3k 390.41
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $495k 5.3k 92.69
Rockwell Automation (ROK) 0.2 $488k 1.4k 358.96
Capital Group Core Balanced SHS (CGBL) 0.2 $487k 14k 34.41
Qualcomm (QCOM) 0.2 $483k 3.8k 128.78
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $463k 5.5k 84.65
Accenture Plc Ireland Shs Class A (ACN) 0.2 $460k 2.3k 198.29
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $459k 1.6k 287.18
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $457k 4.0k 113.11
Bank of America Corporation (BAC) 0.2 $445k 9.1k 48.75
Paccar (PCAR) 0.2 $423k 3.7k 115.49
Amgen (AMGN) 0.1 $400k 1.1k 351.91
Ishares Tr National Mun Etf (MUB) 0.1 $398k 3.8k 106.15
Sprott Fds Tr Jr Copper Miners (COPJ) 0.1 $379k 9.7k 38.97
Dutch Bros Cl A (BROS) 0.1 $378k 7.5k 50.66
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $378k 7.2k 52.76
Phillips 66 (PSX) 0.1 $372k 2.0k 182.18
Paychex (PAYX) 0.1 $369k 4.0k 92.13
SYSCO Corporation (SYY) 0.1 $368k 5.2k 71.33
Ishares Tr Core S&p500 Etf (IVV) 0.1 $363k 556.00 653.21
Enovix Corp (ENVX) 0.1 $353k 68k 5.18
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $351k 1.6k 215.06
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $349k 10k 33.86
Ishares Tr Msci Eafe Etf (EFA) 0.1 $345k 3.5k 97.14
United Rentals (URI) 0.1 $337k 463.00 728.46
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $335k 2.4k 142.43
Prudential Financial (PRU) 0.1 $334k 3.4k 97.69
Target Corporation (TGT) 0.1 $330k 2.7k 121.20
Bristol Myers Squibb (BMY) 0.1 $329k 5.4k 60.65
Republic Services (RSG) 0.1 $325k 1.5k 218.99
Xylem (XYL) 0.1 $323k 2.7k 119.50
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $319k 688.00 463.19
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $315k 4.4k 71.12
Occidental Petroleum Corporation (OXY) 0.1 $314k 4.8k 65.00
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $307k 10k 29.49
Devon Energy Corporation (DVN) 0.1 $304k 6.0k 50.32
Pepsi (PEP) 0.1 $301k 1.9k 155.31
Capital Group Dividend Growe Shs Etf (CGDG) 0.1 $294k 8.2k 35.90
Uscf Etf Tr Summerhaven K1 (SDCI) 0.1 $293k 11k 27.24
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $287k 2.7k 106.01
Prologis (PLD) 0.1 $277k 2.1k 132.20
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $268k 4.4k 61.26
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $257k 4.9k 52.78
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $256k 3.3k 78.41
First Tr Exchange-traded SHS (FVD) 0.1 $256k 5.4k 47.03
Realty Income (O) 0.1 $251k 4.1k 61.18
Eos Energy Enterprises Com Cl A (EOSE) 0.1 $247k 50k 4.96
Goldman Sachs (GS) 0.1 $247k 292.00 845.99
Vertiv Holdings Com Cl A (VRT) 0.1 $246k 980.00 250.58
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $242k 8.9k 27.15
Lam Research Corp Com New (LRCX) 0.1 $241k 1.1k 213.66
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $235k 1.1k 211.15
Vici Pptys (VICI) 0.1 $235k 8.6k 27.32
Stag Industrial (STAG) 0.1 $232k 6.4k 36.06
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $224k 700.00 320.60
Wabtec Corporation (WAB) 0.1 $223k 894.00 249.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $219k 7.2k 30.50
Marvell Technology (MRVL) 0.1 $214k 2.2k 99.05
Dover Corporation (DOV) 0.1 $209k 1.0k 208.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $207k 1.6k 132.50
Kroger (KR) 0.1 $206k 2.9k 72.36
Rbb Fund Trust First Eagle Over (FEOE) 0.1 $206k 4.1k 50.46
Equinix (EQIX) 0.1 $201k 205.00 980.24
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $198k 2.0k 99.27
BlackRock MuniHoldings Fund (MHD) 0.1 $197k 18k 11.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $196k 3.6k 54.05
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $190k 3.8k 50.04
Duke Energy Corp Com New (DUK) 0.1 $187k 1.4k 130.94
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $179k 3.0k 60.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $171k 2.1k 82.57
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $167k 5.7k 29.13
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $166k 1.6k 103.37
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $160k 1.5k 110.39
Deere & Company (DE) 0.1 $160k 284.00 563.30
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $158k 1.1k 145.02
At&t (T) 0.1 $155k 5.4k 28.99
United Parcel Svcs CL B (UPS) 0.1 $144k 1.5k 98.38
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $141k 549.00 257.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $132k 4.5k 29.08
Boeing Company (BA) 0.0 $128k 643.00 199.03
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $128k 2.3k 56.68
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $123k 1.4k 88.47
Cummins (CMI) 0.0 $118k 220.00 538.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $118k 3.8k 30.96
General Dynamics Corporation (GD) 0.0 $114k 331.00 343.22
Charles Schwab Corporation (SCHW) 0.0 $113k 1.2k 93.98
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $112k 371.00 302.25
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $108k 960.00 112.27
Vanguard Index Fds Large Cap Etf (VV) 0.0 $105k 350.00 298.85
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $104k 1.0k 100.17
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $103k 1.1k 94.24
Vanguard Index Fds Value Etf (VTV) 0.0 $98k 499.00 196.20
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.0 $90k 1.5k 60.26
Automatic Data Processing (ADP) 0.0 $90k 443.00 203.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $90k 3.5k 25.64
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $88k 1.2k 75.19
Spdr Index Shs Fds State Street Spd (FEZ) 0.0 $86k 1.4k 62.08
Ishares Msci Emrg Chn (EMXC) 0.0 $84k 1.1k 78.69
Ford Motor Company (F) 0.0 $83k 7.2k 11.54
Goldman Sachs Etf Tr Dynamic Cal Muni (GCAL) 0.0 $76k 1.5k 50.66
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.0 $73k 1.0k 71.75
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $70k 1.2k 56.86
Vanguard World Mega Grwth Ind (MGK) 0.0 $68k 185.00 367.44
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $64k 2.6k 24.27
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $55k 379.00 145.74
Vanguard World Mega Cap Val Etf (MGV) 0.0 $54k 375.00 144.95
Intel Corporation (INTC) 0.0 $54k 1.2k 44.13
General Motors Company (GM) 0.0 $53k 715.00 74.50
Vanguard Index Fds Growth Etf (VUG) 0.0 $53k 121.00 436.79
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $53k 846.00 62.13
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.0 $52k 949.00 54.93
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $48k 499.00 95.44
Comcast Corp Cl A (CMCSA) 0.0 $47k 1.6k 28.71
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $44k 231.00 192.27
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.0 $42k 1.9k 22.36
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $42k 312.00 132.90
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $41k 1.8k 23.18
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $40k 510.00 78.77
Ishares Tr Global Tech Etf (IXN) 0.0 $40k 400.00 99.97
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $36k 1.3k 27.85
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $33k 846.00 38.95
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $32k 220.00 146.61
Southwest Airlines (LUV) 0.0 $32k 842.00 37.57
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.0 $31k 1.5k 21.42
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $31k 1.7k 18.29
Ishares Tr Select Divid Etf (DVY) 0.0 $30k 200.00 151.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $30k 363.00 82.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $29k 69.00 426.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $29k 135.00 213.67
Citigroup Com New (C) 0.0 $27k 240.00 113.41
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $27k 1.9k 13.76
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $26k 500.00 51.18
American Tower Reit (AMT) 0.0 $25k 145.00 172.58
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $24k 186.00 128.12
Crown Castle Intl (CCI) 0.0 $22k 275.00 81.31
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $22k 450.00 49.50
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $21k 132.00 155.11
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $19k 200.00 96.70
Vanguard Index Fds Small Cp Etf (VB) 0.0 $16k 62.00 261.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $16k 216.00 75.10
Select Sector Spdr Tr State Street Con (XLY) 0.0 $15k 140.00 108.98
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $14k 147.00 93.54
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $14k 132.00 102.25
Ishares Tr Ishares Biotech (IBB) 0.0 $13k 75.00 168.85
Philip Morris International (PM) 0.0 $12k 75.00 165.35
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $12k 273.00 42.90
Goldman Sachs Etf Tr Technology Oppor (GTOP) 0.0 $10k 284.00 36.21
Marsh & McLennan Companies (MRSH) 0.0 $10k 59.00 173.46
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.0 $10k 80.00 125.12
Toyota Motor Corp Ads (TM) 0.0 $9.3k 45.00 206.09
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $8.6k 78.00 109.69
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $8.0k 187.00 42.56
Select Sector Spdr Tr State Street Con (XLP) 0.0 $7.8k 95.00 81.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $7.0k 32.00 217.25
Ishares Tr Eafe Value Etf (EFV) 0.0 $6.4k 86.00 74.35
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $6.0k 77.00 78.42
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $4.7k 77.00 61.64
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $3.7k 52.00 71.23
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 0.0 $3.7k 96.00 38.57
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $2.2k 47.00 46.96
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $2.2k 28.00 77.18
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $2.1k 31.00 68.77
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $823.000000 4.00 205.75
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $778.000000 8.00 97.25