$637Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 2.21 | 82,243 | 14,103,000 | ADDED | 0.26 | |
AAXJ | ISHARES TR | 2.03 | 124,478 | 12,919,600 | REDUCED | -0.16 | |
AAXJ | ISHARES TR | 0.90 | 80,872 | 5,716,030 | ADDED | 1.98 | |
AAXJ | ISHARES TR | 0.70 | 61,356 | 4,451,380 | ADDED | 2.87 | |
AAXJ | ISHARES TR | 0.27 | 23,314 | 1,697,960 | ADDED | 9.8 | |
AAXJ | ISHARES TR | 0.23 | 27,532 | 1,469,930 | ADDED | 9.53 | |
AAXJ | ISHARES TR | 0.03 | 3,534 | 207,057 | NEW | ||
ABBV | ABBVIE INC | 0.35 | 12,249 | 2,230,590 | REDUCED | -0.54 | |
ABT | ABBOTT LABS | 0.04 | 2,014 | 228,911 | ADDED | 1.36 | |
ACN | ACCENTURE PLC IRELAND | 0.07 | 1,244 | 431,183 | UNCHANGED | 0.00 | |
ACSI | TIDAL ETF TR | 0.22 | 49,693 | 1,429,790 | ADDED | 37.57 | |
ACTX | GLOBAL X FDS | 0.91 | 246,054 | 5,826,570 | REDUCED | -3.44 | |
ACWF | ISHARES TR | 0.53 | 102,138 | 3,368,510 | ADDED | 1.55 | |
ACWF | ISHARES TR | 0.05 | 5,479 | 318,111 | REDUCED | -13.22 | |
ADBE | ADOBE INC | 0.11 | 1,440 | 726,372 | ADDED | 1.41 | |
ADP | AUTOMATIC DATA PROCESSING IN | 0.20 | 5,237 | 1,307,810 | REDUCED | -0.32 | |
AEMB | AMERICAN CENTY ETF TR | 0.66 | 64,857 | 4,213,550 | ADDED | 1.92 | |
AEMB | AMERICAN CENTY ETF TR | 0.30 | 22,305 | 1,894,590 | ADDED | 8.44 | |
AEP | AMERICAN ELEC PWR CO INC | 0.05 | 3,567 | 307,119 | UNCHANGED | 0.00 | |
AFTY | PACER FDS TR | 0.49 | 53,734 | 3,122,500 | ADDED | 15.44 | |
AFTY | PACER FDS TR | 0.35 | 45,619 | 2,242,650 | ADDED | 5.16 | |
AGG | ISHARES TR | 0.99 | 11,967 | 6,291,420 | REDUCED | -0.19 | |
AGG | ISHARES TR | 0.39 | 11,877 | 2,497,790 | ADDED | 3.56 | |
AGG | ISHARES TR | 0.37 | 27,989 | 2,353,630 | ADDED | 33.4 | |
AGG | ISHARES TR | 0.30 | 32,027 | 1,945,320 | ADDED | 396 | |
AGG | ISHARES TR | 0.26 | 20,421 | 1,630,860 | ADDED | 2.45 | |
AGG | ISHARES TR | 0.24 | 4,486 | 1,511,970 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.20 | 10,424 | 1,306,440 | ADDED | 3.03 | |
AGG | ISHARES TR | 0.14 | 7,617 | 869,404 | ADDED | 1.02 | |
AGG | ISHARES TR | 0.12 | 4,377 | 784,034 | REDUCED | -2.69 | |
AGG | ISHARES TR | 0.11 | 4,348 | 690,428 | ADDED | 0.02 | |
AGG | ISHARES TR | 0.11 | 2,549 | 690,269 | REDUCED | -2.6 | |
AGG | ISHARES TR | 0.10 | 5,397 | 632,582 | REDUCED | -1.51 | |
AGG | ISHARES TR | 0.08 | 4,254 | 524,008 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.07 | 3,446 | 450,496 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.06 | 3,997 | 361,489 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.06 | 8,459 | 347,510 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.05 | 1,084 | 312,225 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.04 | 2,140 | 229,894 | UNCHANGED | 0.00 | |
ALL | ALLSTATE CORP | 0.04 | 1,357 | 234,777 | NEW | ||
AMAT | APPLIED MATLS INC | 0.31 | 9,483 | 1,955,720 | ADDED | 0.13 | |
AMD | ADVANCED MICRO DEVICES INC | 0.07 | 2,332 | 420,903 | ADDED | 3.51 | |
AMGN | AMGEN INC | 0.06 | 1,447 | 411,411 | REDUCED | -0.34 | |
AMZN | AMAZON COM INC | 0.35 | 12,511 | 2,256,810 | ADDED | 0.11 | |
AVGO | BROADCOM INC | 0.06 | 314 | 416,446 | REDUCED | -2.79 | |
AXP | AMERICAN EXPRESS CO | 0.16 | 4,465 | 1,016,620 | REDUCED | -0.82 | |
BAC | BANK AMERICA CORP | 0.09 | 14,414 | 546,572 | ADDED | 2.8 | |
BALL | BALL CORP | 0.10 | 9,600 | 646,656 | UNCHANGED | 0.00 | |
BALT | INNOVATOR ETFS TRUST | 0.15 | 33,491 | 983,965 | REDUCED | -22.8 | |
BALT | INNOVATOR ETFS TRUST | 0.06 | 11,870 | 359,136 | REDUCED | -23.64 | |
BAPR | INNOVATOR ETFS TRUST | 1.28 | 242,956 | 8,160,900 | REDUCED | -3.01 | |
BAPR | INNOVATOR ETFS TRUST | 0.25 | 46,779 | 1,571,520 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.24 | 41,439 | 1,553,550 | REDUCED | -0.61 | |
BAPR | INNOVATOR ETFS TRUST | 0.14 | 24,744 | 903,156 | REDUCED | -0.62 | |
BAPR | INNOVATOR ETFS TRUST | 0.14 | 22,263 | 870,706 | REDUCED | -2.01 | |
BAPR | INNOVATOR ETFS TRUST | 0.13 | 23,250 | 826,538 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.12 | 19,807 | 793,072 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.10 | 16,400 | 663,706 | REDUCED | -0.37 | |
BAPR | INNOVATOR ETFS TRUST | 0.10 | 18,348 | 626,768 | REDUCED | -1.14 | |
BAPR | INNOVATOR ETFS TRUST | 0.08 | 13,094 | 497,323 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.07 | 14,593 | 480,768 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.07 | 14,508 | 471,079 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.07 | 13,783 | 439,263 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.05 | 7,904 | 344,140 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.05 | 9,521 | 343,723 | REDUCED | -1.93 | |
BAPR | INNOVATOR ETFS TRUST | 0.05 | 9,074 | 334,014 | REDUCED | -5.34 | |
BAPR | INNOVATOR ETFS TRUST | 0.04 | 7,816 | 276,530 | UNCHANGED | 0.00 | |
BAPR | INNOVATOR ETFS TRUST | 0.04 | 6,950 | 254,355 | UNCHANGED | 0.00 | |
BGLD | FIRST TR EXCHANGE-TRADED FD | 0.16 | 4,875 | 999,814 | UNCHANGED | 0.00 | |
BIBL | NORTHERN LTS FD TR IV | 0.03 | 5,299 | 206,184 | REDUCED | -12.83 | |
BIL | SPDR SER TR | 0.17 | 25,478 | 1,096,570 | ADDED | 20.5 | |
BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
BIV | VANGUARD BD INDEX FDS | 0.07 | 5,910 | 429,243 | UNCHANGED | 0.00 | |
BIV | VANGUARD BD INDEX FDS | 0.03 | 2,893 | 218,119 | ADDED | 0.59 | |
BMY | BRISTOL-MYERS SQUIBB CO | 0.05 | 5,881 | 318,904 | ADDED | 0.17 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.61 | 50,590 | 3,911,110 | REDUCED | -1.98 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.05 | 4,247 | 341,954 | ADDED | 0.52 | |
BOND | PIMCO ETF TR | 0.20 | 12,807 | 1,287,570 | REDUCED | -8.00 | |
BOND | PIMCO ETF TR | 0.10 | 12,748 | 668,888 | UNCHANGED | 0.00 | |
BOND | PIMCO ETF TR | 0.10 | 13,184 | 657,882 | UNCHANGED | 0.00 | |
BOND | PIMCO ETF TR | 0.04 | 3,041 | 288,469 | UNCHANGED | 0.00 | |
BSX | BOSTON SCIENTIFIC CORP | 0.14 | 13,053 | 894,000 | UNCHANGED | 0.00 | |
CAG | CONAGRA BRANDS INC | 0.05 | 10,005 | 296,548 | UNCHANGED | 0.00 | |
CAT | CATERPILLAR INC | 0.11 | 1,907 | 698,863 | ADDED | 4.9 | |
CGGR | CAPITAL GROUP GROWTH ETF | 1.38 | 274,562 | 8,783,240 | ADDED | 1.67 | |
CI | THE CIGNA GROUP | 0.03 | 572 | 207,883 | NEW | ||
CLX | CLOROX CO DEL | 0.06 | 2,359 | 361,244 | ADDED | 0.04 | |
CMCSA | COMCAST CORP NEW | 0.04 | 5,747 | 249,114 | ADDED | 0.02 | |
CMG | CHIPOTLE MEXICAN GRILL INC | 0.04 | 89.00 | 258,703 | UNCHANGED | 0.00 | |
CMI | CUMMINS INC | 0.33 | 7,068 | 2,082,670 | REDUCED | -0.3 | |
COO | COOPER COS INC | 0.06 | 4,000 | 405,840 | NEW | ||
COO | COOPER COS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
COP | CONOCOPHILLIPS | 0.08 | 3,824 | 486,719 | UNCHANGED | 0.00 | |
COST | COSTCO WHSL CORP NEW | 0.11 | 995 | 728,719 | ADDED | 1.32 | |
CPB | CAMPBELL SOUP CO | 0.04 | 5,560 | 247,142 | UNCHANGED | 0.00 | |
CRM | SALESFORCE INC | 0.06 | 1,228 | 369,849 | ADDED | 1.15 | |
CSCO | CISCO SYS INC | 0.25 | 31,551 | 1,574,700 | REDUCED | -0.06 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.08 | 8,832 | 500,598 | UNCHANGED | 0.00 | |
CSD | INVESCO EXCHANGE TRADED FD T | 0.05 | 1,758 | 297,836 | ADDED | 0.4 | |
CSX | CSX CORP | 0.10 | 17,730 | 657,251 | UNCHANGED | 0.00 | |
CTAS | CINTAS CORP | 0.10 | 953 | 654,740 | UNCHANGED | 0.00 | |
CTOS | CUSTOM TRUCK ONE SOURCE INC | 0.04 | 45,227 | 263,221 | UNCHANGED | 0.00 | |
CTVA | CORTEVA INC | 0.03 | 3,736 | 215,427 | NEW | ||
CVX | CHEVRON CORP NEW | 0.20 | 8,203 | 1,293,890 | REDUCED | -0.52 | |
CWH | CAMPING WORLD HLDGS INC | 0.04 | 9,710 | 270,424 | UNCHANGED | 0.00 | |
DD | DUPONT DE NEMOURS INC | 0.07 | 5,702 | 437,166 | REDUCED | -0.87 | |
DE | DEERE & CO | 0.04 | 642 | 263,499 | ADDED | 0.16 | |
DFAC | DIMENSIONAL ETF TRUST | 5.29 | 1,115,290 | 33,704,100 | ADDED | 5.45 | |
DFAC | DIMENSIONAL ETF TRUST | 2.10 | 542,600 | 13,413,100 | ADDED | 2.03 | |
DFAC | DIMENSIONAL ETF TRUST | 0.46 | 80,154 | 2,945,660 | REDUCED | -1.04 | |
DFAC | DIMENSIONAL ETF TRUST | 0.22 | 25,217 | 1,372,580 | ADDED | 14.49 | |
DFAC | DIMENSIONAL ETF TRUST | 0.15 | 15,256 | 951,086 | ADDED | 5.04 | |
DFAC | DIMENSIONAL ETF TRUST | 0.07 | 16,996 | 462,121 | ADDED | 6.19 | |
DFAC | DIMENSIONAL ETF TRUST | 0.04 | 9,482 | 255,440 | ADDED | 2.47 | |
DFS | DISCOVER FINL SVCS | 0.04 | 1,768 | 231,792 | REDUCED | -19.42 | |
DHR | DANAHER CORPORATION | 0.15 | 3,938 | 983,488 | UNCHANGED | 0.00 | |
DIS | DISNEY WALT CO | 0.31 | 16,213 | 1,983,760 | REDUCED | -4.49 | |
DOW | DOW INC | 0.05 | 5,571 | 322,708 | REDUCED | -0.62 | |
DUK | DUKE ENERGY CORP NEW | 0.06 | 3,931 | 380,174 | UNCHANGED | 0.00 | |
ELV | ELEVANCE HEALTH INC | 0.10 | 1,247 | 646,619 | ADDED | 1.63 | |
EMR | EMERSON ELEC CO | 0.05 | 2,997 | 339,889 | ADDED | 0.07 | |
ETN | EATON CORP PLC | 0.07 | 1,436 | 449,023 | REDUCED | -1.91 | |
EXLS | EXLSERVICE HOLDINGS INC | 0.11 | 21,965 | 698,487 | REDUCED | -3.07 | |
FDX | FEDEX CORP | 0.05 | 1,155 | 334,782 | ADDED | 0.17 | |
FE | FIRSTENERGY CORP | 0.05 | 7,607 | 293,792 | ADDED | 0.11 | |
FFBC | FIRST FINL BANCORP OH | 0.10 | 27,412 | 614,577 | UNCHANGED | 0.00 | |
FMK | FIRST TR EXCHANGE-TRADED ALP | 0.48 | 46,698 | 3,067,830 | ADDED | 3.58 | |
FNDA | SCHWAB STRATEGIC TR | 0.11 | 11,843 | 723,043 | ADDED | 0.12 | |
FNDA | SCHWAB STRATEGIC TR | 0.10 | 10,643 | 660,505 | ADDED | 0.28 | |
FNDA | SCHWAB STRATEGIC TR | 0.07 | 5,209 | 419,981 | ADDED | 0.02 | |
FNDA | SCHWAB STRATEGIC TR | 0.06 | 7,569 | 372,718 | ADDED | 3.97 | |
FNX | FIRST TR MID CAP CORE ALPHAD | 0.30 | 16,900 | 1,915,950 | UNCHANGED | 0.00 | |
FTV | FORTIVE CORP | 0.03 | 2,445 | 210,319 | NEW | ||
GAL | SSGA ACTIVE ETF TR | 1.25 | 199,501 | 7,990,020 | ADDED | 2.47 | |
GD | GENERAL DYNAMICS CORP | 0.10 | 2,191 | 618,854 | REDUCED | -1.17 | |
GE | GENERAL ELECTRIC CO | 0.04 | 1,645 | 288,822 | REDUCED | -2.55 | |
GLD | SPDR GOLD TR | 0.11 | 3,291 | 677,025 | UNCHANGED | 0.00 | |
GNTX | GENTEX CORP | 0.04 | 7,977 | 288,131 | ADDED | 0.18 | |
GOOG | ALPHABET INC | 0.45 | 19,065 | 2,877,480 | ADDED | 0.26 | |
GOOG | ALPHABET INC | 0.37 | 15,364 | 2,339,320 | ADDED | 1.28 | |
GPC | GENUINE PARTS CO | 0.03 | 1,356 | 210,027 | NEW | ||
GSK | GSK PLC | 0.05 | 7,562 | 324,183 | UNCHANGED | 0.00 | |
GWW | GRAINGER W W INC | 0.05 | 330 | 335,709 | UNCHANGED | 0.00 | |
HBAN | HUNTINGTON BANCSHARES INC | 0.15 | 68,981 | 962,290 | ADDED | 0.8 | |
HBNC | HORIZON BANCORP INC | 0.03 | 12,937 | 165,982 | UNCHANGED | 0.00 | |
HCP | HASHICORP INC | 0.04 | 10,360 | 279,202 | UNCHANGED | 0.00 | |
HD | HOME DEPOT INC | 0.31 | 5,124 | 1,965,390 | REDUCED | -1.59 | |
HON | HONEYWELL INTL INC | 0.22 | 6,765 | 1,388,510 | ADDED | 0.15 | |
IBCE | ISHARES TR | 0.52 | 20,307 | 3,337,500 | REDUCED | -0.7 | |
IBM | INTERNATIONAL BUSINESS MACHS | 0.10 | 3,353 | 640,243 | REDUCED | -4.04 | |
ICE | INTERCONTINENTAL EXCHANGE IN | 0.04 | 1,894 | 260,292 | UNCHANGED | 0.00 | |
INTC | INTEL CORP | 0.23 | 33,621 | 1,485,030 | ADDED | 3.99 | |
ISRG | INTUITIVE SURGICAL INC | 0.22 | 3,444 | 1,374,470 | UNCHANGED | 0.00 | |
ITW | ILLINOIS TOOL WKS INC | 0.17 | 4,129 | 1,107,830 | REDUCED | -0.31 | |
JAAA | JANUS DETROIT STR TR | 0.35 | 46,192 | 2,240,320 | ADDED | 1.02 | |
JNJ | JOHNSON & JOHNSON | 0.36 | 14,476 | 2,290,030 | ADDED | 0.1 | |
JPM | JPMORGAN CHASE & CO | 0.98 | 31,341 | 6,277,580 | ADDED | 1.49 | |
KMB | KIMBERLY-CLARK CORP | 0.10 | 4,962 | 641,835 | UNCHANGED | 0.00 | |
KO | COCA COLA CO | 0.22 | 23,131 | 1,415,130 | REDUCED | -1.2 | |
KR | KROGER CO | 0.06 | 6,486 | 370,545 | UNCHANGED | 0.00 | |
KWR | QUAKER HOUGHTON | 0.03 | 1,000 | 205,250 | UNCHANGED | 0.00 | |
LAZY | LAZYDAYS HLDGS INC | 0.01 | 15,288 | 61,611 | UNCHANGED | 0.00 | |
LKFN | LAKELAND FINL CORP | 0.07 | 6,450 | 427,764 | UNCHANGED | 0.00 | |
LLY | ELI LILLY & CO | 40.29 | 330,199 | 256,882,000 | REDUCED | -0.1 | |
LOW | LOWES COS INC | 0.21 | 5,219 | 1,329,440 | REDUCED | -0.48 | |
LYB | LYONDELLBASELL INDUSTRIES N | 0.04 | 2,729 | 279,116 | ADDED | 0.55 | |
MA | MASTERCARD INCORPORATED | 0.08 | 1,056 | 508,720 | ADDED | 1.93 | |
MCD | MCDONALDS CORP | 0.23 | 5,279 | 1,488,490 | REDUCED | -0.02 | |
MDLZ | MONDELEZ INTL INC | 0.05 | 4,501 | 315,046 | REDUCED | -2.6 | |
MDY | SPDR S&P MIDCAP 400 ETF TR | 0.06 | 657 | 365,555 | UNCHANGED | 0.00 | |
META | META PLATFORMS INC | 0.22 | 2,852 | 1,384,970 | REDUCED | -0.77 | |
MMM | 3M CO | 0.06 | 3,932 | 417,072 | ADDED | 1.92 | |
MO | ALTRIA GROUP INC | 0.06 | 9,442 | 411,843 | ADDED | 0.01 | |
MPC | MARATHON PETE CORP | 0.03 | 1,008 | 203,112 | NEW | ||
MRK | MERCK & CO INC | 0.13 | 6,260 | 826,043 | REDUCED | -1.26 | |
MS | MORGAN STANLEY | 0.04 | 3,053 | 287,498 | REDUCED | -9.54 | |
MSFT | MICROSOFT CORP | 2.26 | 34,189 | 14,384,000 | ADDED | 0.16 | |
MTRN | MATERION CORP | 0.04 | 2,000 | 263,500 | UNCHANGED | 0.00 | |
NEE | NEXTERA ENERGY INC | 0.11 | 10,981 | 701,811 | REDUCED | -0.8 | |
NFLX | NETFLIX INC | 0.04 | 457 | 277,553 | REDUCED | -0.65 | |
NI | NISOURCE INC | 0.04 | 8,151 | 225,447 | UNCHANGED | 0.00 | |
NJR | NEW JERSEY RES CORP | 0.04 | 5,897 | 253,040 | UNCHANGED | 0.00 | |
NKE | NIKE INC | 0.10 | 7,056 | 663,163 | ADDED | 0.03 | |
NVDA | NVIDIA CORPORATION | 0.34 | 2,391 | 2,160,410 | ADDED | 5.7 | |
NVS | NOVARTIS AG | 0.07 | 4,445 | 429,995 | UNCHANGED | 0.00 | |
OCUP | OCUPHIRE PHARMA INC | 0.00 | 15,000 | 30,150 | UNCHANGED | 0.00 | |
OKE | ONEOK INC NEW | 0.06 | 4,349 | 348,622 | ADDED | 0.18 | |
ORCL | ORACLE CORP | 0.28 | 14,466 | 1,817,100 | REDUCED | -0.41 | |
ORLY | OREILLY AUTOMOTIVE INC | 0.17 | 970 | 1,095,010 | UNCHANGED | 0.00 | |
PEP | PEPSICO INC | 0.33 | 12,123 | 2,121,700 | REDUCED | -0.38 | |
PFE | PFIZER INC | 0.12 | 27,903 | 774,308 | ADDED | 0.1 | |
PG | PROCTER AND GAMBLE CO | 0.29 | 11,505 | 1,866,750 | REDUCED | -9.39 | |
PLD | PROLOGIS INC. | 0.04 | 1,911 | 248,836 | REDUCED | -2.05 | |
PM | PHILIP MORRIS INTL INC | 0.08 | 5,429 | 497,405 | UNCHANGED | 0.00 | |
PNW | PINNACLE WEST CAP CORP | 0.04 | 3,690 | 275,754 | UNCHANGED | 0.00 | |
PRU | PRUDENTIAL FINL INC | 0.04 | 1,878 | 220,514 | NEW | ||
QCOM | QUALCOMM INC | 0.09 | 3,288 | 556,640 | REDUCED | -0.33 | |
QQQ | INVESCO QQQ TR | 0.04 | 509 | 225,786 | REDUCED | -0.97 | |
RLMD | RELMADA THERAPEUTICS INC | 0.01 | 10,000 | 46,500 | UNCHANGED | 0.00 | |
RMD | RESMED INC | 0.06 | 2,100 | 415,863 | UNCHANGED | 0.00 | |
RTX | RTX CORPORATION | 0.08 | 5,144 | 501,694 | REDUCED | -0.56 | |
SBUX | STARBUCKS CORP | 0.09 | 6,365 | 581,698 | REDUCED | -0.9 | |
SIRI | SIRIUS XM HOLDINGS INC | 0.01 | 16,030 | 62,196 | UNCHANGED | 0.00 | |
SO | SOUTHERN CO | 0.05 | 4,660 | 334,273 | UNCHANGED | 0.00 | |
SPG | SIMON PPTY GROUP INC NEW | 0.19 | 7,704 | 1,205,560 | ADDED | 0.01 | |
SPHD | INVESCO EXCH TRADED FD TR II | 0.11 | 10,666 | 702,540 | REDUCED | -6.46 | |
SPY | SPDR S&P 500 ETF TR | 1.36 | 16,557 | 8,660,440 | ADDED | 3.08 | |
STLD | STEEL DYNAMICS INC | 0.05 | 2,039 | 302,241 | NEW | ||
SYK | STRYKER CORPORATION | 0.10 | 1,733 | 620,347 | UNCHANGED | 0.00 | |
T | AT&T INC | 0.04 | 15,599 | 274,541 | ADDED | 0.24 | |
TAGG | T ROWE PRICE ETF INC | 0.14 | 25,242 | 891,043 | ADDED | 7.94 | |
TGT | TARGET CORP | 0.05 | 1,834 | 325,015 | UNCHANGED | 0.00 | |
THM | INTERNATIONAL TOWER HILL MIN | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
THO | THOR INDS INC | 0.06 | 3,062 | 359,295 | UNCHANGED | 0.00 | |
TJX | TJX COS INC NEW | 0.05 | 3,093 | 313,710 | REDUCED | -3.04 | |
TMUS | T-MOBILE US INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TRX | TRX GOLD CORPORATION | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TSCO | TRACTOR SUPPLY CO | 0.03 | 786 | 205,651 | NEW | ||
TSLA | TESLA INC | 0.11 | 3,873 | 680,887 | REDUCED | -2.98 | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.04 | 1,848 | 251,426 | NEW | ||
TTD | THE TRADE DESK INC | 0.05 | 3,429 | 299,763 | ADDED | 17.07 | |
UL | UNILEVER PLC | 0.05 | 6,490 | 325,733 | UNCHANGED | 0.00 | |
UNH | UNITEDHEALTH GROUP INC | 0.08 | 1,016 | 502,615 | UNCHANGED | 0.00 | |
UNP | UNION PAC CORP | 0.07 | 1,811 | 445,383 | UNCHANGED | 0.00 | |
UPS | UNITED PARCEL SERVICE INC | 0.03 | 1,442 | 214,367 | REDUCED | -1.37 | |
USB | US BANCORP DEL | 0.09 | 13,317 | 595,253 | REDUCED | -1.07 | |
V | VISA INC | 0.11 | 2,576 | 719,015 | ADDED | 0.04 | |
VAW | VANGUARD WORLD FD | 0.07 | 818 | 429,129 | ADDED | 0.12 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.08 | 12,286 | 513,196 | REDUCED | -0.15 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.06 | 6,144 | 360,346 | UNCHANGED | 0.00 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.04 | 2,140 | 236,470 | UNCHANGED | 0.00 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.04 | 1,889 | 220,679 | UNCHANGED | 0.00 | |
VIG | VANGUARD SPECIALIZED FUNDS | 0.07 | 2,303 | 420,625 | UNCHANGED | 0.00 | |
VLO | VALERO ENERGY CORP | 0.04 | 1,578 | 269,349 | UNCHANGED | 0.00 | |
VOO | VANGUARD INDEX FDS | 0.46 | 11,340 | 2,947,260 | ADDED | 2.05 | |
VOO | VANGUARD INDEX FDS | 0.24 | 4,497 | 1,547,870 | REDUCED | -0.66 | |
VOO | VANGUARD INDEX FDS | 0.22 | 2,848 | 1,369,220 | REDUCED | -0.87 | |
VOO | VANGUARD INDEX FDS | 0.13 | 5,241 | 853,517 | ADDED | 0.54 | |
VOO | VANGUARD INDEX FDS | 0.12 | 8,926 | 771,953 | ADDED | 0.27 | |
VOO | VANGUARD INDEX FDS | 0.09 | 3,134 | 601,260 | ADDED | 0.61 | |
VOO | VANGUARD INDEX FDS | 0.09 | 2,457 | 561,560 | ADDED | 9.05 | |
VOO | VANGUARD INDEX FDS | 0.05 | 1,857 | 325,476 | UNCHANGED | 0.00 | |
VTEB | VANGUARD MUN BD FDS | 4.96 | 625,163 | 31,633,200 | REDUCED | -0.17 | |
VXUS | VANGUARD STAR FDS | 0.19 | 20,047 | 1,208,860 | ADDED | 0.24 | |
VZ | VERIZON COMMUNICATIONS INC | 0.04 | 6,890 | 289,120 | REDUCED | -9.47 | |
WAT | WATERS CORP | 0.03 | 600 | 206,538 | NEW | ||
WFC | WELLS FARGO CO NEW | 0.09 | 9,838 | 570,237 | ADDED | 0.19 | |
WMT | WALMART INC | 0.26 | 26,989 | 1,623,960 | ADDED | 200 | |
WSO | WATSCO INC | 0.03 | 500 | 215,985 | UNCHANGED | 0.00 | |
WY | WEYERHAEUSER CO MTN BE | 0.04 | 7,901 | 283,739 | UNCHANGED | 0.00 | |
XLB | SELECT SECTOR SPDR TR | 0.06 | 9,898 | 416,898 | REDUCED | -1.00 | |
XOM | EXXON MOBIL CORP | 0.43 | 23,533 | 2,735,520 | REDUCED | -3.71 | |
BERKSHIRE HATHAWAY INC DEL | 1.24 | 18,750 | 7,884,800 | REDUCED | -0.11 | ||
J P MORGAN EXCHANGE TRADED F | 0.08 | 9,004 | 503,954 | NEW | |||
MATTHEWS ASIA FDS | 0.07 | 14,400 | 424,011 | REDUCED | -2.54 | ||
NUVEEN MUNICIPAL CREDIT INC | 0.02 | 11,803 | 144,469 | UNCHANGED | 0.00 | ||
EATON VANCE SR INCOME TR | 0.01 | 11,962 | 76,078 | UNCHANGED | 0.00 | ||
NUVEEN QUALITY MUNCP INCOME | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |