ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $406,685,445 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE INC COM 5.4%
Value ($000) $21,974,070 Shares 160,441 Est. Cost $91.84 Unrealized +37.7%
INTC INTEL CORP COM 4.0%
Value ($000) $16,349,151 Shares 291,221 Est. Cost $27.28 Unrealized +96.4%
ADP AUTOMATIC DATA PROCESSING INC COM 3.5%
Value ($000) $14,320,845 Shares 72,101 Est. Cost $65.95 Unrealized +167.3%
PGR PROGRESSIVE CORP COM 3.4%
Value ($000) $13,699,090 Shares 139,487 Est. Cost $20.51 Unrealized +331.5%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $13,621,317 Shares 50,281 Est. Cost $46.77 Unrealized +423.2%
KO COCA COLA CO COM 3.2%
Value ($000) $13,022,293 Shares 240,663 Est. Cost $30.74 Unrealized +53.8%
TFC TRUIST FINL CORP COM 3.0%
Value ($000) $12,212,834 Shares 220,051 Est. Cost $40.53 Unrealized +16.1%
JNJ JOHNSON & JOHNSON COM 2.8%
Value ($000) $11,528,966 Shares 69,982 Est. Cost $110.32 Unrealized +31.4%
HD HOME DEPOT INC COM 2.7%
Value ($000) $11,045,203 Shares 34,636 Est. Cost $86.55 Unrealized +227.9%
QCOM QUALCOMM INC COM 2.6%
Value ($000) $10,728,032 Shares 75,057 Est. Cost $47.44 Unrealized +157.5%
MCD MCDONALDS CORP COM 2.6%
Value ($000) $10,409,931 Shares 45,066 Est. Cost $70.61 Unrealized +196.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 2.5%
Value ($000) $10,192,153 Shares 19,249 Est. Cost $84.28 Unrealized +491.4%
WMT WALMART INC COM 2.3%
Value ($000) $9,541,842 Shares 67,663 Est. Cost $21.83 Unrealized +100.7%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $9,138,042 Shares 3,646 Est. Cost $75.78 Unrealized +56.1%
GPC GENUINE PARTS CO COM 2.0%
Value ($000) $8,305,196 Shares 65,669 Est. Cost $72.24 Unrealized +53.3%
LLY LILLY ELI & CO COM 2.0%
Value ($000) $8,287,149 Shares 36,106 Est. Cost $60.51 Unrealized +217.1%
UPS UNITED PARCEL SERVICE INC CL B 1.7%
Value ($000) $6,960,614 Shares 33,469 Est. Cost $74.03 Unrealized +121.7%
CMI CUMMINS INC COM 1.6%
Value ($000) $6,707,599 Shares 27,511 Est. Cost $120.70 Unrealized +89.2%
CFR CULLEN FROST BANKERS INC COM 1.6%
Value ($000) $6,605,449 Shares 58,977 Est. Cost $52.94 Unrealized +92.3%
TECH BIO-TECHNE CORP COM 1.6%
Value ($000) $6,482,393 Shares 14,397 Est. Cost $22.08 Unrealized +367.5%
CB CHUBB LIMITED COM 1.5%
Value ($000) $6,263,189 Shares 39,406 Est. Cost $138.10 Unrealized +12.4%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $6,003,185 Shares 95,167 Est. Cost $54.54 Unrealized -8.3%
WY WEYERHAEUSER CO MTN BE COM NEW 1.4%
Value ($000) $5,514,662 Shares 160,216 Est. Cost $20.06 Unrealized +52.1%
SYY SYSCO CORP COM 1.3%
Value ($000) $5,236,526 Shares 67,350 Est. Cost $30.45 Unrealized +134.2%
WERN WERNER ENTERPRISES INC COM 1.3%
Value ($000) $5,163,839 Shares 115,989 Est. Cost $29.05 Unrealized +60.7%
DIS DISNEY WALT CO COM 1.2%
Value ($000) $5,030,010 Shares 28,617 Est. Cost $127.89 Unrealized +37.4%
CPRT COPART INC COM 1.2%
Value ($000) $4,913,831 Shares 37,274 Est. Cost $6.96 Unrealized +345.6%
CVX CHEVRON 1.2%
Value ($000) $4,897,632 Shares 46,759 Est. Cost $72.08 Unrealized +20.8%
ABBV ABBVIE INC COM 1.2%
Value ($000) $4,748,113 Shares 42,153 Est. Cost $88.47 Unrealized +7.1%
AMGN AMGEN INC COM 1.2%
Value ($000) $4,715,362 Shares 19,345 Est. Cost $117.81 Unrealized +80.4%
TROW PRICE T ROWE GROUP INC COM 1.1%
Value ($000) $4,540,748 Shares 22,936 Est. Cost $119.36 Unrealized +26.9%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $4,162,393 Shares 62,218 Est. Cost $35.20 Unrealized +59.0%
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $3,945,184 Shares 70,412 Est. Cost $41.60 Unrealized +4.4%
MRK MERCK & CO INC COM 0.9%
Value ($000) $3,664,316 Shares 47,117 Est. Cost $39.93 Unrealized +60.6%
CSX CSX CORP COM 0.9%
Value ($000) $3,662,728 Shares 114,174 Est. Cost $23.74 Unrealized +30.4%
TFX TELEFLEX INCORPORATED COM 0.9%
Value ($000) $3,581,154 Shares 8,913 Est. Cost $107.73 Unrealized +268.8%
KMB KIMBERLY-CLARK CORP COM 0.9%
Value ($000) $3,544,094 Shares 26,491 Est. Cost $78.63 Unrealized +42.9%
PAYX PAYCHEX INC COM 0.9%
Value ($000) $3,542,059 Shares 33,010 Est. Cost $40.31 Unrealized +119.0%
JPM JPMORGAN CHASE CO COM 0.8%
Value ($000) $3,112,960 Shares 20,013 Est. Cost $92.16 Unrealized +51.6%
MMS MAXIMUS INC COM 0.7%
Value ($000) $3,019,333 Shares 34,322 Est. Cost $69.01 Unrealized +32.8%
SWKS SKYWORKS SOLUTIONS INC COM 0.7%
Value ($000) $2,860,334 Shares 14,917 Est. Cost $86.32 Unrealized +81.4%
PFE PFIZER INC COM 0.7%
Value ($000) $2,851,427 Shares 72,814 Est. Cost $20.42 Unrealized +51.8%
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $2,837,041 Shares 46,585 Est. Cost $46.65 Unrealized +1.2%
PATTERSON COS INC COM 0.7%
Value ($000) $2,819,826 Shares 92,787 Est. Cost $24315.44 Unrealized
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $2,662,100 Shares 27,661 Est. Cost $52.71 Unrealized +62.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $2,580,714 Shares 26,141 Est. Cost $52.52 Unrealized +59.7%
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $2,513,802 Shares 6,353 Est. Cost $152.79 Unrealized +135.0%
CMP COMPASS MINERALS INTL INC COM 0.6%
Value ($000) $2,513,007 Shares 42,406 Est. Cost $50.74 Unrealized +23.0%
CTAS CINTAS CORP COM 0.6%
Value ($000) $2,449,958 Shares 6,413 Est. Cost $27.45 Unrealized +209.5%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $2,448,954 Shares 35,564 Est. Cost $52.73 Unrealized +5.9%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $2,165,890 Shares 15,458 Est. Cost $93.10 Unrealized +38.1%
LEG LEGGETT & PLATT INC COM 0.5%
Value ($000) $2,163,805 Shares 41,764 Est. Cost $40.58 Unrealized +28.2%
WU WESTERN UN CO COM 0.5%
Value ($000) $1,925,336 Shares 83,819 Est. Cost $19554.29 Unrealized
AFL AFLAC INC COM 0.5%
Value ($000) $1,873,489 Shares 34,914 Est. Cost $31.22 Unrealized +57.1%
PSA PUBLIC STORAGE COM 0.4%
Value ($000) $1,736,664 Shares 5,775 Est. Cost $186.73 Unrealized +22.4%
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,714,448 Shares 51,811 Est. Cost $32.30 Unrealized +7.4%
PKG PACKAGING CORP AMER COM 0.4%
Value ($000) $1,638,392 Shares 12,098 Est. Cost $74.24 Unrealized +68.4%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $1,533,356 Shares 16,098 Est. Cost $86.10 Unrealized +14.5%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,360,190 Shares 10,744 Est. Cost $98.26 Unrealized +13.6%
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $1,335,938 Shares 45,767 Est. Cost $40.92 Unrealized -50.5%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,326,492 Shares 9,830 Est. Cost $70.47 Unrealized +71.3%
MED MEDIFAST INC COM 0.3%
Value ($000) $1,289,539 Shares 4,557 Est. Cost $222.70 Unrealized +7.8%
IDCC INTERDIGITAL INC COM 0.3%
Value ($000) $1,265,380 Shares 17,326 Est. Cost $70.43 Unrealized +4.9%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,231,692 Shares 18,250 Est. Cost $39.24 Unrealized +58.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,220,977 Shares 5,479 Est. Cost $125850.57 Unrealized
SNA SNAP ON INC COM 0.3%
Value ($000) $1,178,774 Shares 5,275 Est. Cost $148.73 Unrealized +42.7%
XRAY DENTSPLY SIRONA INC COM 0.3%
Value ($000) $1,160,314 Shares 18,342 Est. Cost $56.03 Unrealized +17.5%
MMM 3M CO COM 0.3%
Value ($000) $1,127,630 Shares 5,677 Est. Cost $100.75 Unrealized +39.4%
MEREDITH CORP COM 0.3%
Value ($000) $1,117,537 Shares 25,726 Est. Cost $48508.25 Unrealized
TGT TARGET CORP COM 0.3%
Value ($000) $1,080,094 Shares 4,468 Est. Cost $77.03 Unrealized +148.6%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $935,555 Shares 7,909 Est. Cost $118289.92 Unrealized
ROST ROSS STORES INC COM 0.2%
Value ($000) $930,744 Shares 7,506 Est. Cost $58.78 Unrealized +101.3%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $912,331 Shares 4,080 Est. Cost $77.93 Unrealized +163.1%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $905,411 Shares 6,083 Est. Cost $188.52 Unrealized -15.6%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $887,338 Shares 4,045 Est. Cost $74.31 Unrealized +158.6%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $884,976 Shares 7,915 Est. Cost $81.78 Unrealized +24.3%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $879,270 Shares 9,885 Est. Cost $75.43 Unrealized +6.9%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $876,182 Shares 16,654 Est. Cost $68899.37 Unrealized
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $861,415 Shares 1,337 Est. Cost $577.84 Unrealized +5.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $832,149 Shares 11,355 Est. Cost $57.26 Unrealized +16.1%
SO SOUTHERN CO COM 0.2%
Value ($000) $823,138 Shares 13,603 Est. Cost $43.61 Unrealized +23.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $813,701 Shares 1,017 Est. Cost $4.85 Unrealized +229.8%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $744,150 Shares 8,671 Est. Cost $56.77 Unrealized +24.3%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $736,209 Shares 15,418 Est. Cost $29.03 Unrealized +42.9%
META FACEBOOK INC CL A 0.2%
Value ($000) $719,064 Shares 2,068 Est. Cost $299.32 Unrealized +6.4%
SMG SCOTTS MIRACLE GRO CO CL A 0.2%
Value ($000) $716,912 Shares 3,735 Est. Cost $158.30 Unrealized +16.4%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $692,162 Shares 5,342 Est. Cost $78.64 Unrealized +44.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $667,841 Shares 2,403 Est. Cost $181.27 Unrealized +54.2%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $634,590 Shares 3,300 Est. Cost $101.84 Unrealized +61.2%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $624,250 Shares 8,704 Est. Cost $48.10 Unrealized +35.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $621,596 Shares 8,220 Est. Cost $65955.47 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 0.2%
Value ($000) $618,435 Shares 5,700 Est. Cost $79696.89 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $601,482 Shares 7,058 Est. Cost $38.94 Unrealized +110.3%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $596,597 Shares 7,961 Est. Cost $61.38 Unrealized +13.0%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $592,813 Shares 6,712 Est. Cost $57.51 Unrealized +40.3%
BA BOEING CO COM 0.1%
Value ($000) $567,757 Shares 2,370 Est. Cost $175.07 Unrealized +38.1%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $560,421 Shares 7,617 Est. Cost $55.20 Unrealized +13.6%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $560,110 Shares 3,722 Est. Cost $118.95 Unrealized +8.0%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $559,730 Shares 14,970 Est. Cost $27948.08 Unrealized
GE GENERAL ELECTRIC CO COM 0.1%
Value ($000) $550,899 Shares 40,928 Est. Cost $65.27 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $533,090 Shares 11,665 Est. Cost $45.54 Unrealized +3.0%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $459,058 Shares 4,476 Est. Cost $52.79 Unrealized +54.6%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $443,788 Shares 5,512 Est. Cost $49.30 Unrealized +53.5%
VFC V F CORP COM 0.1%
Value ($000) $437,156 Shares 5,328 Est. Cost $68.43 Unrealized +21.8%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $430,816 Shares 1,497 Est. Cost $96.23 Unrealized +170.9%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $423,060 Shares 1,475 Est. Cost $156689.52 Unrealized
MAS MASCO CORP COM 0.1%
Value ($000) $416,474 Shares 7,069 Est. Cost $19.48 Unrealized +190.2%
PEP PEPSICO INC COM 0.1%
Value ($000) $395,169 Shares 2,667 Est. Cost $81.06 Unrealized +55.6%
HODGES SMALL CAP FUND 0.1%
Value ($000) $378,070 Shares 13,793 Est. Cost $16730.29 Unrealized
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $376,754 Shares 1,495 Est. Cost $226.56 Unrealized +5.2%
NORDSTROM INC COM 0.1%
Value ($000) $360,625 Shares 9,861 Est. Cost $58955.31 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $356,183 Shares 4,758 Est. Cost $49889.87 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $356,017 Shares 2,300 Est. Cost $128392.20 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $344,175 Shares 222 Est. Cost $26.23 Unrealized +8.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $341,532 Shares 2,329 Est. Cost $101.73 Unrealized +11.5%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $336,764 Shares 2,713 Est. Cost $105.50 Unrealized +3.8%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $329,458 Shares 16,326 Est. Cost $6.80 Unrealized +162.9%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $325,482 Shares 6,125 Est. Cost $26.08 Unrealized +91.3%
BIIB BIOGEN INC COM 0.1%
Value ($000) $310,257 Shares 896 Est. Cost $278.13 Unrealized +8.9%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $305,405 Shares 910 Est. Cost $195.26 Unrealized +60.5%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $302,332 Shares 6,748 Est. Cost $44803.20 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $299,809 Shares 1,603 Est. Cost $133.39 Unrealized +34.5%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $292,338 Shares 1,073 Est. Cost $204.48 Unrealized +28.6%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $289,768 Shares 3,562 Est. Cost $52.70 Unrealized +39.3%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $286,329 Shares 2,083 Est. Cost $89059.59 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $284,028 Shares 2,450 Est. Cost $63.96 Unrealized +67.7%
FSPSX FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS 0.1%
Value ($000) $283,131 Shares 5,710 Est. Cost $43014.89 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $282,073 Shares 3,832 Est. Cost $54009.92 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $265,612 Shares 3,964 Est. Cost $40477.53 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $259,449 Shares 606 Est. Cost $284592.78 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $251,041 Shares 1,073 Est. Cost $158.58 Unrealized +39.4%
T AT&T INC COM 0.1%
Value ($000) $239,999 Shares 8,339 Est. Cost $12.17 Unrealized +39.6%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $236,403 Shares 3,005 Est. Cost $64.32 Unrealized +22.8%
FFIV F5 NETWORKS INC COM 0.1%
Value ($000) $231,458 Shares 1,240 Est. Cost $153.73 Unrealized +25.1%
NEXTERA ENERGY INC UNIT 0.1%
Value ($000) $227,240 Shares 4,600 Est. Cost $49400.00 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $224,560 Shares 1,030 Est. Cost $232.93 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $217,319 Shares 89 Est. Cost $83.49 Unrealized +38.8%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $204,461 Shares 3,384 Est. Cost $31.29 Unrealized +67.1%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $199,597 Shares 2,677 Est. Cost $32.26 Unrealized +80.7%
DFA TAX MANAGED US MARKETWIDE VALUE PORTFOLIO 0.0%
Value ($000) $194,798 Shares 5,537 Est. Cost $29981.04 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $189,615 Shares 925 Est. Cost $150.00 Unrealized +17.8%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $184,496 Shares 990 Est. Cost $166.50 Unrealized 0.0%
AMCOR PLC ORD 0.0%
Value ($000) $183,486 Shares 16,011 Est. Cost $8.51 Unrealized +15.5%
GLW CORNING INC COM 0.0%
Value ($000) $175,992 Shares 4,303 Est. Cost $30.87 Unrealized +24.1%
METLIFE INC PFD A FLT RATE 0.0%
Value ($000) $173,712 Shares 6,600 Est. Cost $26320.00 Unrealized
AMZN AMAZON COM INC COM 0.0%
Value ($000) $172,008 Shares 50 Est. Cost $119.77 Unrealized +38.8%
VGHAX VANGUARD SPECIALIZED HEALTH CARE ADMIRAL SHARES 0.0%
Value ($000) $163,462 Shares 1,653 Est. Cost $87723.23 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $161,900 Shares 610 Est. Cost $204.73 Unrealized +22.3%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $158,810 Shares 3,370 Est. Cost $47124.63 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $158,248 Shares 2,033 Est. Cost $55.51 Unrealized +32.6%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $158,109 Shares 1,065 Est. Cost $126.66 Unrealized +4.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $153,686 Shares 2,300 Est. Cost $39.48 Unrealized +36.5%
DSFRX DOMINI SOCIAL INVT TR 0.0%
Value ($000) $151,606 Shares 4,492 Est. Cost $30425.99 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $149,075 Shares 1,554 Est. Cost $56.08 Unrealized +55.1%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $144,760 Shares 1,696 Est. Cost $61.85 Unrealized +22.4%
LOW LOWES COS INC COM 0.0%
Value ($000) $141,404 Shares 729 Est. Cost $148.05 Unrealized +21.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $137,860 Shares 766 Est. Cost $84.43 Unrealized +86.5%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $136,351 Shares 1,045 Est. Cost $79.96 Unrealized +20.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $135,116 Shares 1,523 Est. Cost $88.17 Unrealized +5.5%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $134,948 Shares 337 Est. Cost $308.19 Unrealized +19.7%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHARES 0.0%
Value ($000) $134,270 Shares 338 Est. Cost $346767.84 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $131,738 Shares 805 Est. Cost $151489.44 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $127,818 Shares 2,495 Est. Cost $43.85 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $125,670 Shares 250 Est. Cost $465.09 Unrealized +8.8%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $125,100 Shares 10,000 Est. Cost $9.66 Unrealized +12.1%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $123,729 Shares 665 Est. Cost $29.45 Unrealized +15.2%
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $122,162 Shares 2,485 Est. Cost $45.03 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $120,411 Shares 2,113 Est. Cost $40.32 Unrealized +18.4%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $116,028 Shares 230 Est. Cost $462.59 Unrealized +0.7%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $115,134 Shares 395 Est. Cost $263.52 Unrealized 0.0%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $113,251 Shares 1,711 Est. Cost $60978.38 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $110,117 Shares 305 Est. Cost $330357.38 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $108,182 Shares 406 Est. Cost $251768.47 Unrealized
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $106,939 Shares 2,575 Est. Cost $34.61 Unrealized +14.6%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $105,947 Shares 1,999 Est. Cost $40.62 Unrealized +12.8%
RY ROYAL BK CDA COM 0.0%
Value ($000) $105,565 Shares 1,042 Est. Cost $99.12 Unrealized 0.0%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $104,655 Shares 3,879 Est. Cost $26979.89 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $103,559 Shares 610 Est. Cost $156.34 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $102,364 Shares 400 Est. Cost $255910.00 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $102,142 Shares 2,551 Est. Cost $28.64 Unrealized 0.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $100,591 Shares 1,804 Est. Cost $48.83 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $100,536 Shares 5,680 Est. Cost $20.60 Unrealized 0.0%