Twin Capital Management as of Sept. 30, 2023
Portfolio Holdings for Twin Capital Management
Twin Capital Management holds 277 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.6 | $46M | 267k | 171.21 | |
Microsoft Corporation (MSFT) | 6.0 | $42M | 133k | 315.75 | |
Alphabet Inc Class A cs (GOOGL) | 3.2 | $23M | 172k | 130.86 | |
Amazon (AMZN) | 2.9 | $20M | 159k | 127.12 | |
NVIDIA Corporation (NVDA) | 2.7 | $19M | 44k | 434.99 | |
UnitedHealth (UNH) | 1.7 | $12M | 24k | 504.19 | |
Facebook Inc cl a (META) | 1.7 | $12M | 40k | 300.21 | |
Tesla Motors (TSLA) | 1.6 | $11M | 45k | 250.22 | |
Berkshire Hathaway (BRK.B) | 1.6 | $11M | 31k | 350.30 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $11M | 74k | 145.02 | |
Exxon Mobil Corporation (XOM) | 1.5 | $11M | 92k | 117.58 | |
Eli Lilly & Co. (LLY) | 1.5 | $10M | 19k | 537.14 | |
Johnson & Johnson (JNJ) | 1.3 | $9.2M | 59k | 155.75 | |
Procter & Gamble Company (PG) | 1.3 | $9.0M | 62k | 145.86 | |
Broadcom (AVGO) | 1.2 | $8.1M | 9.8k | 830.58 | |
Chevron Corporation (CVX) | 1.0 | $7.0M | 42k | 168.62 | |
Cisco Systems (CSCO) | 0.9 | $6.3M | 118k | 53.76 | |
Bank of America Corporation (BAC) | 0.9 | $6.1M | 222k | 27.38 | |
Wal-Mart Stores (WMT) | 0.8 | $5.8M | 36k | 159.93 | |
Abbvie (ABBV) | 0.8 | $5.5M | 37k | 149.06 | |
Comcast Corporation (CMCSA) | 0.8 | $5.4M | 122k | 44.34 | |
Adobe Systems Incorporated (ADBE) | 0.8 | $5.3M | 10k | 509.90 | |
Visa (V) | 0.8 | $5.3M | 23k | 230.01 | |
Merck & Co (MRK) | 0.8 | $5.2M | 51k | 102.95 | |
salesforce (CRM) | 0.7 | $5.0M | 25k | 202.78 | |
Coca-Cola Company (KO) | 0.7 | $5.0M | 89k | 55.98 | |
ConocoPhillips (COP) | 0.7 | $4.8M | 40k | 119.80 | |
Synopsys (SNPS) | 0.7 | $4.7M | 10k | 458.97 | |
Copart (CPRT) | 0.7 | $4.6M | 108k | 43.09 | |
Caterpillar (CAT) | 0.7 | $4.6M | 17k | 273.00 | |
Pfizer (PFE) | 0.6 | $4.5M | 135k | 33.17 | |
Costco Wholesale Corporation (COST) | 0.6 | $4.4M | 7.8k | 564.96 | |
Pulte (PHM) | 0.6 | $4.4M | 59k | 74.05 | |
Bristol Myers Squibb (BMY) | 0.6 | $4.3M | 73k | 58.04 | |
Cadence Design Systems (CDNS) | 0.6 | $4.3M | 18k | 234.30 | |
Snap-on Incorporated (SNA) | 0.6 | $4.0M | 16k | 255.06 | |
Everest Re Group (EG) | 0.6 | $3.9M | 10k | 371.67 | |
Archer Daniels Midland Company (ADM) | 0.6 | $3.9M | 51k | 75.42 | |
Abbott Laboratories (ABT) | 0.6 | $3.9M | 40k | 96.85 | |
Alphabet Inc Class C cs (GOOG) | 0.5 | $3.7M | 28k | 131.85 | |
Verizon Communications (VZ) | 0.5 | $3.7M | 115k | 32.41 | |
Arista Networks (ANET) | 0.5 | $3.7M | 20k | 183.93 | |
Wells Fargo & Company (WFC) | 0.5 | $3.6M | 88k | 40.86 | |
Paychex (PAYX) | 0.5 | $3.6M | 31k | 115.33 | |
Equinix (EQIX) | 0.5 | $3.5M | 4.9k | 726.26 | |
International Business Machines (IBM) | 0.5 | $3.5M | 25k | 140.30 | |
Lennar Corporation (LEN) | 0.5 | $3.5M | 31k | 112.23 | |
Netflix (NFLX) | 0.5 | $3.5M | 9.2k | 377.60 | |
Chubb (CB) | 0.5 | $3.4M | 17k | 208.18 | |
Pepsi (PEP) | 0.5 | $3.4M | 20k | 169.44 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $3.4M | 4.1k | 822.96 | |
stock | 0.5 | $3.3M | 23k | 146.25 | |
General Electric (GE) | 0.5 | $3.2M | 29k | 110.55 | |
3M Company (MMM) | 0.5 | $3.2M | 34k | 93.62 | |
Kroger (KR) | 0.5 | $3.2M | 70k | 44.75 | |
Lam Research Corporation (LRCX) | 0.4 | $3.1M | 5.0k | 626.77 | |
MasterCard Incorporated (MA) | 0.4 | $3.0M | 7.6k | 395.91 | |
Valero Energy Corporation (VLO) | 0.4 | $3.0M | 21k | 141.71 | |
Cigna Corp (CI) | 0.4 | $3.0M | 10k | 286.07 | |
Medtronic (MDT) | 0.4 | $2.9M | 38k | 78.36 | |
Mondelez Int (MDLZ) | 0.4 | $2.9M | 42k | 69.40 | |
S&p Global (SPGI) | 0.4 | $2.9M | 8.0k | 365.41 | |
Deere & Company (DE) | 0.4 | $2.9M | 7.7k | 377.38 | |
Honeywell International (HON) | 0.4 | $2.9M | 16k | 184.74 | |
Applied Materials (AMAT) | 0.4 | $2.8M | 21k | 138.45 | |
Citigroup (C) | 0.4 | $2.8M | 68k | 41.13 | |
Cbre Group Inc Cl A (CBRE) | 0.4 | $2.8M | 37k | 73.86 | |
Consolidated Edison (ED) | 0.4 | $2.7M | 32k | 85.53 | |
Airbnb (ABNB) | 0.4 | $2.7M | 20k | 137.21 | |
Fidelity National Information Services (FIS) | 0.4 | $2.7M | 49k | 55.27 | |
MetLife (MET) | 0.4 | $2.7M | 43k | 62.91 | |
Textron (TXT) | 0.4 | $2.6M | 34k | 78.14 | |
Marriott International (MAR) | 0.4 | $2.6M | 13k | 196.56 | |
Intuit (INTU) | 0.4 | $2.5M | 4.9k | 510.94 | |
Fortinet (FTNT) | 0.4 | $2.5M | 43k | 58.68 | |
Oneok (OKE) | 0.4 | $2.5M | 39k | 63.43 | |
Linde (LIN) | 0.4 | $2.5M | 6.7k | 372.35 | |
Albemarle Corporation (ALB) | 0.4 | $2.5M | 15k | 170.04 | |
Goldman Sachs (GS) | 0.4 | $2.5M | 7.7k | 323.57 | |
Discover Financial Services (DFS) | 0.4 | $2.5M | 29k | 86.63 | |
Ametek (AME) | 0.3 | $2.4M | 16k | 147.76 | |
Stryker Corporation (SYK) | 0.3 | $2.4M | 8.7k | 273.27 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $2.4M | 35k | 67.74 | |
D.R. Horton (DHI) | 0.3 | $2.4M | 22k | 107.47 | |
Hologic (HOLX) | 0.3 | $2.4M | 34k | 69.40 | |
Biogen Idec (BIIB) | 0.3 | $2.3M | 9.1k | 257.01 | |
Duke Energy (DUK) | 0.3 | $2.3M | 27k | 88.26 | |
T. Rowe Price (TROW) | 0.3 | $2.3M | 22k | 104.87 | |
Trade Desk (TTD) | 0.3 | $2.3M | 29k | 78.15 | |
AmerisourceBergen (COR) | 0.3 | $2.3M | 13k | 179.97 | |
Caesars Entertainment (CZR) | 0.3 | $2.2M | 48k | 46.35 | |
Fastenal Company (FAST) | 0.3 | $2.2M | 40k | 54.64 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $2.2M | 6.4k | 347.74 | |
Fiserv (FI) | 0.3 | $2.1M | 19k | 112.96 | |
General Motors Company (GM) | 0.3 | $2.1M | 65k | 32.97 | |
Analog Devices (ADI) | 0.3 | $2.1M | 12k | 175.09 | |
Oge Energy Corp (OGE) | 0.3 | $2.1M | 63k | 33.33 | |
Lululemon Athletica (LULU) | 0.3 | $2.1M | 5.4k | 385.61 | |
McKesson Corporation (MCK) | 0.3 | $2.1M | 4.7k | 434.85 | |
Capital One Financial (COF) | 0.3 | $2.1M | 21k | 97.05 | |
Hartford Financial Services (HIG) | 0.3 | $2.1M | 29k | 70.91 | |
CVS Caremark Corporation (CVS) | 0.3 | $2.0M | 29k | 69.82 | |
General Mills (GIS) | 0.3 | $2.0M | 32k | 63.99 | |
General Dynamics Corporation (GD) | 0.3 | $2.0M | 9.2k | 220.97 | |
Paccar (PCAR) | 0.3 | $2.0M | 24k | 85.02 | |
Evergy (EVRG) | 0.3 | $2.0M | 39k | 50.70 | |
Gilead Sciences (GILD) | 0.3 | $1.9M | 26k | 74.94 | |
Westrock (WRK) | 0.3 | $1.9M | 53k | 35.80 | |
Paypal Holdings (PYPL) | 0.3 | $1.9M | 32k | 58.46 | |
At&t (T) | 0.3 | $1.9M | 125k | 15.02 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $1.9M | 50k | 37.29 | |
Nucor Corporation (NUE) | 0.3 | $1.9M | 12k | 156.35 | |
Old Republic International Corporation (ORI) | 0.3 | $1.8M | 67k | 26.94 | |
Avnet (AVT) | 0.3 | $1.8M | 37k | 48.19 | |
Williams-Sonoma (WSM) | 0.3 | $1.8M | 12k | 155.40 | |
Travelers Companies (TRV) | 0.2 | $1.7M | 11k | 163.31 | |
Wabtec Corporation (WAB) | 0.2 | $1.7M | 16k | 106.27 | |
Westlake Chemical Corporation (WLK) | 0.2 | $1.7M | 14k | 124.67 | |
Whirlpool Corporation (WHR) | 0.2 | $1.7M | 13k | 133.70 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $1.7M | 4.3k | 399.45 | |
Carlyle Group (CG) | 0.2 | $1.7M | 57k | 30.16 | |
Oracle Corporation (ORCL) | 0.2 | $1.7M | 16k | 105.92 | |
Illumina (ILMN) | 0.2 | $1.7M | 12k | 137.28 | |
Servicenow (NOW) | 0.2 | $1.7M | 3.0k | 558.96 | |
Genuine Parts Company (GPC) | 0.2 | $1.7M | 12k | 144.38 | |
Automatic Data Processing (ADP) | 0.2 | $1.7M | 6.9k | 240.58 | |
Danaher Corporation (DHR) | 0.2 | $1.6M | 6.6k | 248.10 | |
Phillips 66 (PSX) | 0.2 | $1.6M | 13k | 120.15 | |
Sempra Energy (SRE) | 0.2 | $1.6M | 24k | 68.03 | |
TJX Companies (TJX) | 0.2 | $1.6M | 18k | 88.88 | |
Cardinal Health (CAH) | 0.2 | $1.6M | 18k | 86.82 | |
Activision Blizzard | 0.2 | $1.5M | 16k | 93.63 | |
Amdocs Ltd ord (DOX) | 0.2 | $1.5M | 18k | 84.49 | |
Equity Residential (EQR) | 0.2 | $1.5M | 25k | 58.71 | |
Advanced Micro Devices (AMD) | 0.2 | $1.5M | 14k | 102.82 | |
FedEx Corporation (FDX) | 0.2 | $1.4M | 5.5k | 264.92 | |
Trane Technologies (TT) | 0.2 | $1.4M | 7.1k | 202.91 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $1.4M | 34k | 42.65 | |
J.M. Smucker Company (SJM) | 0.2 | $1.4M | 12k | 122.91 | |
Intel Corporation (INTC) | 0.2 | $1.4M | 39k | 35.55 | |
Quest Diagnostics Incorporated (DGX) | 0.2 | $1.4M | 11k | 121.86 | |
Snowflake Inc Cl A (SNOW) | 0.2 | $1.4M | 8.9k | 152.77 | |
State Street Corporation (STT) | 0.2 | $1.4M | 20k | 66.96 | |
Amgen (AMGN) | 0.2 | $1.3M | 5.0k | 268.76 | |
Cintas Corporation (CTAS) | 0.2 | $1.3M | 2.8k | 481.01 | |
Wec Energy Group (WEC) | 0.2 | $1.3M | 17k | 80.55 | |
Landstar System (LSTR) | 0.2 | $1.3M | 7.3k | 176.94 | |
Ford Motor Company (F) | 0.2 | $1.3M | 104k | 12.42 | |
Pinnacle West Capital Corporation (PNW) | 0.2 | $1.2M | 17k | 73.68 | |
Peak (DOC) | 0.2 | $1.2M | 67k | 18.36 | |
Exelon Corporation (EXC) | 0.2 | $1.2M | 32k | 37.79 | |
Centene Corporation (CNC) | 0.2 | $1.2M | 17k | 68.88 | |
Microchip Technology (MCHP) | 0.2 | $1.2M | 15k | 78.05 | |
PPG Industries (PPG) | 0.2 | $1.1M | 8.8k | 129.80 | |
Synchrony Financial (SYF) | 0.2 | $1.1M | 37k | 30.57 | |
American Airls (AAL) | 0.2 | $1.1M | 89k | 12.81 | |
CoStar (CSGP) | 0.2 | $1.1M | 15k | 76.89 | |
Boston Scientific Corporation (BSX) | 0.2 | $1.1M | 21k | 52.80 | |
Xylem (XYL) | 0.2 | $1.1M | 12k | 91.03 | |
Bunge (BG) | 0.2 | $1.1M | 10k | 108.25 | |
Liberty Broadband Cl C (LBRDK) | 0.2 | $1.1M | 12k | 91.32 | |
Skyworks Solutions (SWKS) | 0.2 | $1.1M | 11k | 98.59 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | 8.8k | 120.85 | |
Interpublic Group of Companies (IPG) | 0.2 | $1.1M | 37k | 28.66 | |
Rockwell Automation (ROK) | 0.2 | $1.1M | 3.7k | 285.87 | |
Qualcomm (QCOM) | 0.1 | $1.0M | 9.2k | 111.06 | |
W.R. Berkley Corporation (WRB) | 0.1 | $1.0M | 16k | 63.49 | |
Corteva (CTVA) | 0.1 | $1.0M | 20k | 51.16 | |
Acadia Healthcare (ACHC) | 0.1 | $981k | 14k | 70.31 | |
Park Hotels & Resorts Inc-wi (PK) | 0.1 | $980k | 80k | 12.32 | |
Albertsons Companies Cl A Ord (ACI) | 0.1 | $962k | 42k | 22.75 | |
Walgreen Boots Alliance (WBA) | 0.1 | $937k | 42k | 22.24 | |
Marathon Petroleum Corp (MPC) | 0.1 | $918k | 6.1k | 151.34 | |
Eaton (ETN) | 0.1 | $914k | 4.3k | 213.28 | |
EOG Resources (EOG) | 0.1 | $912k | 7.2k | 126.76 | |
Air Products & Chemicals (APD) | 0.1 | $902k | 3.2k | 283.40 | |
Starbucks Corporation (SBUX) | 0.1 | $874k | 9.6k | 91.27 | |
McDonald's Corporation (MCD) | 0.1 | $850k | 3.2k | 263.44 | |
Quanta Services (PWR) | 0.1 | $848k | 4.5k | 187.07 | |
Arrow Electronics (ARW) | 0.1 | $833k | 6.7k | 125.24 | |
Fidelity 500 Index Instl Premi (FXAIX) | 0.1 | $817k | 5.5k | 149.35 | |
FTI Consulting (FCN) | 0.1 | $802k | 4.5k | 178.41 | |
AvalonBay Communities (AVB) | 0.1 | $798k | 4.6k | 171.74 | |
Southern Company (SO) | 0.1 | $768k | 12k | 64.72 | |
Regions Financial Corporation (RF) | 0.1 | $751k | 44k | 17.20 | |
Best Buy (BBY) | 0.1 | $749k | 11k | 69.47 | |
Metropcs Communications (TMUS) | 0.1 | $746k | 5.3k | 140.05 | |
Anthem (ELV) | 0.1 | $742k | 1.7k | 435.42 | |
Morgan Stanley (MS) | 0.1 | $731k | 8.9k | 81.67 | |
Hubspot (HUBS) | 0.1 | $727k | 1.5k | 492.50 | |
Arch Capital Group (ACGL) | 0.1 | $727k | 9.1k | 79.71 | |
Martin Marietta Materials (MLM) | 0.1 | $712k | 1.7k | 410.48 | |
Public Storage (PSA) | 0.1 | $697k | 2.6k | 263.52 | |
West Pharmaceutical Services (WST) | 0.1 | $687k | 1.8k | 375.21 | |
Rexford Industrial Realty Inc reit (REXR) | 0.1 | $683k | 14k | 49.35 | |
Prudential Financial (PRU) | 0.1 | $675k | 7.1k | 94.89 | |
Micron Technology (MU) | 0.1 | $674k | 9.9k | 68.03 | |
Ralph Lauren Corp (RL) | 0.1 | $664k | 5.7k | 116.09 | |
Nike (NKE) | 0.1 | $615k | 6.4k | 95.62 | |
Grand Canyon Education (LOPE) | 0.1 | $605k | 5.2k | 116.88 | |
U.S. Bancorp (USB) | 0.1 | $589k | 18k | 33.06 | |
American Electric Power Company (AEP) | 0.1 | $587k | 7.8k | 75.22 | |
Host Hotels & Resorts (HST) | 0.1 | $576k | 36k | 16.07 | |
Live Nation Entertainment (LYV) | 0.1 | $571k | 6.9k | 83.04 | |
Waste Management (WM) | 0.1 | $566k | 3.7k | 152.44 | |
Cleveland-cliffs (CLF) | 0.1 | $561k | 36k | 15.63 | |
Bill Com Holdings Ord (BILL) | 0.1 | $559k | 5.1k | 108.57 | |
Northrop Grumman Corporation (NOC) | 0.1 | $548k | 1.2k | 440.19 | |
Laboratory Corp. of America Holdings | 0.1 | $545k | 2.7k | 201.05 | |
CSX Corporation (CSX) | 0.1 | $519k | 17k | 30.75 | |
Lamb Weston Hldgs (LW) | 0.1 | $513k | 5.5k | 92.46 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $512k | 30k | 17.37 | |
Teledyne Technologies Incorporated (TDY) | 0.1 | $510k | 1.2k | 408.58 | |
LKQ Corporation (LKQ) | 0.1 | $505k | 10k | 49.51 | |
Roper Industries (ROP) | 0.1 | $500k | 1.0k | 484.28 | |
Edwards Lifesciences (EW) | 0.1 | $497k | 7.2k | 69.28 | |
Carrier Global Corporation (CARR) | 0.1 | $485k | 8.8k | 55.20 | |
CenterPoint Energy (CNP) | 0.1 | $484k | 18k | 26.85 | |
eBay (EBAY) | 0.1 | $478k | 11k | 44.09 | |
Fidelity Puritan Fund (FPURX) | 0.1 | $473k | 21k | 22.22 | |
Ingersoll Rand (IR) | 0.1 | $461k | 7.2k | 63.72 | |
Domino's Pizza (DPZ) | 0.1 | $459k | 1.2k | 378.79 | |
First American Financial (FAF) | 0.1 | $458k | 8.1k | 56.49 | |
Hldgs (UAL) | 0.1 | $454k | 11k | 42.30 | |
Corning Incorporated (GLW) | 0.1 | $443k | 15k | 30.47 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $442k | 11k | 41.26 | |
Boeing Company (BA) | 0.1 | $441k | 2.3k | 191.68 | |
Charles Schwab Corporation (SCHW) | 0.1 | $439k | 8.0k | 54.90 | |
American International (AIG) | 0.1 | $433k | 7.1k | 60.60 | |
Public Service Enterprise (PEG) | 0.1 | $433k | 7.6k | 56.91 | |
Dover Corporation (DOV) | 0.1 | $421k | 3.0k | 139.51 | |
Principal Financial (PFG) | 0.1 | $413k | 5.7k | 72.07 | |
NetApp (NTAP) | 0.1 | $408k | 5.4k | 75.88 | |
Robert Half International (RHI) | 0.1 | $407k | 5.6k | 73.28 | |
Molina Healthcare (MOH) | 0.1 | $405k | 1.2k | 327.89 | |
Viatris (VTRS) | 0.1 | $404k | 41k | 9.86 | |
Ariel Fund (ARGFX) | 0.1 | $398k | 6.2k | 63.65 | |
Texas Instruments Incorporated (TXN) | 0.1 | $392k | 2.5k | 159.01 | |
Molson Coors Brewing Company (TAP) | 0.1 | $392k | 6.2k | 63.59 | |
Aegis Value Fund Class (AVALX) | 0.1 | $383k | 11k | 34.34 | |
Newmont Mining Corporation (NEM) | 0.1 | $377k | 10k | 36.95 | |
Delta Air Lines (DAL) | 0.1 | $377k | 10k | 37.00 | |
Home Depot (HD) | 0.1 | $377k | 1.2k | 302.16 | |
Fifth Third Ban (FITB) | 0.1 | $370k | 15k | 25.33 | |
Tractor Supply Company (TSCO) | 0.1 | $365k | 1.8k | 203.05 | |
Hershey Company (HSY) | 0.1 | $362k | 1.8k | 200.08 | |
Dxc Technology (DXC) | 0.1 | $354k | 17k | 20.83 | |
W.W. Grainger (GWW) | 0.0 | $345k | 499.00 | 691.84 | |
Entergy Corporation (ETR) | 0.0 | $343k | 3.7k | 92.50 | |
Expedia (EXPE) | 0.0 | $339k | 3.3k | 103.07 | |
Schwab Select Small Cap Index (SWSSX) | 0.0 | $321k | 11k | 28.96 | |
Schwab Invts 1000 Index Inv cs (SNXFX) | 0.0 | $314k | 3.4k | 92.77 | |
Jensen Quality Growth Fund J (JENSX) | 0.0 | $313k | 5.4k | 57.89 | |
Kraft Heinz (KHC) | 0.0 | $293k | 8.7k | 33.64 | |
Keurig Dr Pepper (KDP) | 0.0 | $282k | 8.9k | 31.57 | |
Vanguard Mid Cap Index-adm fund (VIMAX) | 0.0 | $279k | 1.1k | 257.87 | |
Union Pacific Corporation (UNP) | 0.0 | $276k | 1.4k | 203.63 | |
Dodge & Cox Income Fd mutual | 0.0 | $265k | 22k | 11.88 | |
Small Cap Growth Admiral Share (VSGAX) | 0.0 | $260k | 3.4k | 75.31 | |
Epam Systems (EPAM) | 0.0 | $249k | 973.00 | 255.69 | |
Schwab Value Advantage Money F mut (SWVXX) | 0.0 | $246k | 246k | 1.00 | |
Conestoga Capital Advisor Smal (CCASX) | 0.0 | $242k | 3.7k | 64.88 | |
Fox Corporation (FOX) | 0.0 | $238k | 8.2k | 28.88 | |
Dodge & Cox Stk Fd Com mutual funds | 0.0 | $238k | 1.1k | 226.35 | |
Schwab Us Mid-cap Index etf (SWMCX) | 0.0 | $237k | 4.5k | 53.18 | |
Clorox Company (CLX) | 0.0 | $236k | 1.8k | 131.06 | |
Mairs & Power Growth Fund (MPGFX) | 0.0 | $234k | 1.8k | 131.83 | |
Schwab International Index (SWISX) | 0.0 | $233k | 11k | 21.04 | |
Uam Fpa Crescent Inst Shares op end (FPACX) | 0.0 | $219k | 5.9k | 36.89 | |
Financial Select Sector SPDR (XLF) | 0.0 | $215k | 6.5k | 33.17 | |
Wasatch Small Cap Growth Fund eq mf (WAAEX) | 0.0 | $202k | 6.2k | 32.29 | |
PNC Financial Services (PNC) | 0.0 | $200k | 1.6k | 122.77 | |
Doubleline Total Return Bd (DLTNX) | 0.0 | $173k | 21k | 8.40 | |
Schwab U.s. Agg Bd Idx (SWAGX) | 0.0 | $138k | 16k | 8.52 | |
Wells Fargo Strategic Muni Bd I mutual fund (STRIX) | 0.0 | $100k | 12k | 8.47 | |
Schwab Govt Money Fund other assets (SNVXX) | 0.0 | $65k | 65k | 1.00 | |
Schwab Treasury Value Adv Mone other assets (SNOXX) | 0.0 | $57k | 57k | 1.00 |