ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $447,131,342 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC COM 6.3%
Value ($000) $28,282,611 Shares 168,171 Est. Cost $137.11 Unrealized +12.8%
ADP AUTOMATIC DATA PROCESSING INC COM 4.0%
Value ($000) $17,704,355 Shares 71,799 Est. Cost $68.80 Unrealized +201.3%
MSFT MICROSOFT CORP COM 3.7%
Value ($000) $16,615,192 Shares 49,402 Est. Cost $77.57 Unrealized +304.1%
INTC INTEL CORP COM 3.3%
Value ($000) $14,884,560 Shares 289,020 Est. Cost $27.28 Unrealized +73.4%
HD HOME DEPOT INC COM 3.2%
Value ($000) $14,456,899 Shares 39,792 Est. Cost $134.87 Unrealized +154.5%
PGR PROGRESSIVE CORP COM 3.2%
Value ($000) $14,415,414 Shares 147,095 Est. Cost $23.88 Unrealized +259.2%
KO COCA COLA CO COM 3.2%
Value ($000) $14,277,418 Shares 246,758 Est. Cost $31.04 Unrealized +58.5%
QCOM QUALCOMM INC COM 3.0%
Value ($000) $13,588,869 Shares 74,308 Est. Cost $50.16 Unrealized +191.2%
TFC TRUIST FINL CORP COM 2.9%
Value ($000) $12,819,556 Shares 226,564 Est. Cost $41.37 Unrealized +20.2%
JNJ JOHNSON & JOHNSON COM 2.7%
Value ($000) $12,189,850 Shares 71,256 Est. Cost $110.94 Unrealized +30.8%
MCD MCDONALDS CORP COM 2.7%
Value ($000) $11,973,229 Shares 44,664 Est. Cost $76.49 Unrealized +200.2%
GOOG ALPHABET INC CAP STK CL C 2.5%
Value ($000) $11,108,492 Shares 3,839 Est. Cost $107.35 Unrealized +33.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 2.4%
Value ($000) $10,600,512 Shares 17,810 Est. Cost $131.70 Unrealized +331.1%
WMT WALMART INC COM 2.2%
Value ($000) $9,674,702 Shares 66,865 Est. Cost $22.75 Unrealized +98.6%
LLY LILLY ELI & CO COM 2.0%
Value ($000) $9,121,248 Shares 33,021 Est. Cost $70.44 Unrealized +246.2%
GPC GENUINE PARTS CO COM 1.9%
Value ($000) $8,316,282 Shares 59,317 Est. Cost $72.66 Unrealized +62.4%
CB CHUBB LIMITED COM 1.7%
Value ($000) $7,509,126 Shares 38,845 Est. Cost $140.27 Unrealized +26.6%
CFR CULLEN FROST BANKERS INC COM 1.6%
Value ($000) $7,292,303 Shares 57,843 Est. Cost $55.91 Unrealized +103.0%
UPS UNITED PARCEL SERVICE INC CL B 1.6%
Value ($000) $7,269,682 Shares 33,916 Est. Cost $76.81 Unrealized +119.5%
TECH BIO-TECHNE CORP COM 1.6%
Value ($000) $7,198,268 Shares 13,914 Est. Cost $33.98 Unrealized +254.3%
WY WEYERHAEUSER CO MTN BE COM NEW 1.5%
Value ($000) $6,784,681 Shares 164,756 Est. Cost $20.59 Unrealized +55.3%
ABBV ABBVIE INC COM 1.4%
Value ($000) $6,483,387 Shares 55,976 Est. Cost $101.36 Unrealized +0.3%
CMI CUMMINS INC COM 1.4%
Value ($000) $6,109,696 Shares 28,008 Est. Cost $123.38 Unrealized +66.8%
XOM EXXON MOBIL CORP COM 1.3%
Value ($000) $5,816,744 Shares 95,060 Est. Cost $54.34 Unrealized -0.8%
CPRT COPART INC COM 1.2%
Value ($000) $5,564,757 Shares 36,702 Est. Cost $8.86 Unrealized +318.8%
WERN WERNER ENTERPRISES INC COM 1.2%
Value ($000) $5,561,891 Shares 122,347 Est. Cost $29.92 Unrealized +53.0%
CVX CHEVRON 1.2%
Value ($000) $5,355,616 Shares 45,637 Est. Cost $72.62 Unrealized +32.3%
SYY SYSCO CORP COM 1.2%
Value ($000) $5,262,761 Shares 66,998 Est. Cost $34.13 Unrealized +101.5%
VZ VERIZON COMMUNICATIONS INC COM 1.1%
Value ($000) $4,980,978 Shares 102,985 Est. Cost $40.48 Unrealized -0.2%
TROW PRICE T ROWE GROUP INC COM 1.1%
Value ($000) $4,845,178 Shares 33,190 Est. Cost $166.24 Unrealized +1.4%
PAYX PAYCHEX INC COM 1.0%
Value ($000) $4,584,237 Shares 42,307 Est. Cost $61.76 Unrealized +77.9%
AMGN AMGEN INC COM 1.0%
Value ($000) $4,390,081 Shares 19,514 Est. Cost $117.81 Unrealized +57.2%
PFE PFIZER INC COM 1.0%
Value ($000) $4,387,216 Shares 74,296 Est. Cost $23.77 Unrealized +69.2%
DIS DISNEY WALT CO COM 1.0%
Value ($000) $4,382,112 Shares 35,488 Est. Cost $135.89 Unrealized +16.1%
CSX CSX CORP COM 1.0%
Value ($000) $4,336,542 Shares 115,333 Est. Cost $30.03 Unrealized +10.9%
KMB KIMBERLY-CLARK CORP COM 0.8%
Value ($000) $3,759,969 Shares 26,308 Est. Cost $79.35 Unrealized +45.3%
SON SONOCO PRODS CO COM 0.8%
Value ($000) $3,671,450 Shares 63,421 Est. Cost $36.12 Unrealized +41.4%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $3,568,153 Shares 6,285 Est. Cost $152.79 Unrealized +219.5%
MRK MERCK & CO INC COM 0.8%
Value ($000) $3,562,024 Shares 46,477 Est. Cost $39.93 Unrealized +75.0%
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $3,329,264 Shares 46,124 Est. Cost $46.79 Unrealized +33.9%
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $3,294,138 Shares 20,802 Est. Cost $106.95 Unrealized +38.2%
TFX TELEFLEX INCORPORATED COM 0.7%
Value ($000) $2,927,742 Shares 8,913 Est. Cost $125.35 Unrealized +163.7%
MMS MAXIMUS INC COM 0.6%
Value ($000) $2,860,346 Shares 41,616 Est. Cost $73.17 Unrealized +11.7%
CTAS CINTAS CORP COM 0.6%
Value ($000) $2,806,818 Shares 6,333 Est. Cost $29.76 Unrealized +248.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $2,780,084 Shares 26,502 Est. Cost $55.10 Unrealized +56.6%
PATTERSON COS INC COM 0.6%
Value ($000) $2,744,165 Shares 93,497 Est. Cost $24110.78 Unrealized
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,640,659 Shares 36,100 Est. Cost $63.30 Unrealized +36.7%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $2,620,600 Shares 41,705 Est. Cost $54.98 Unrealized +7.0%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $2,580,023 Shares 15,458 Est. Cost $104.35 Unrealized +44.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.6%
Value ($000) $2,487,417 Shares 22,410 Est. Cost $107.56 Unrealized +32.0%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $2,011,299 Shares 17,195 Est. Cost $98.72 Unrealized +3.5%
AFL AFLAC INC COM 0.4%
Value ($000) $1,998,252 Shares 34,222 Est. Cost $36.23 Unrealized +40.7%
PKG PACKAGING CORP AMER COM 0.4%
Value ($000) $1,878,071 Shares 13,794 Est. Cost $79.86 Unrealized +48.3%
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,796,020 Shares 57,804 Est. Cost $34.62 Unrealized +2.5%
CMP COMPASS MINERALS INTL INC COM 0.4%
Value ($000) $1,792,138 Shares 35,084 Est. Cost $51.45 Unrealized +13.7%
LEG LEGGETT & PLATT INC COM 0.4%
Value ($000) $1,675,650 Shares 40,710 Est. Cost $40.70 Unrealized +6.7%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,653,138 Shares 10,105 Est. Cost $72.24 Unrealized +85.7%
EXPD EXPEDITORS INTL WASH INC COM 0.4%
Value ($000) $1,630,817 Shares 12,144 Est. Cost $119.00 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $1,557,211 Shares 35,351 Est. Cost $40.51 Unrealized -17.0%
WU WESTERN UN CO COM 0.3%
Value ($000) $1,533,787 Shares 85,974 Est. Cost $19380.49 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,345,916 Shares 5,574 Est. Cost $132031.52 Unrealized
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,341,561 Shares 18,370 Est. Cost $40.46 Unrealized +72.5%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $1,231,732 Shares 4,188 Est. Cost $21.97 Unrealized +25.0%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,199,279 Shares 12,845 Est. Cost $73.04 Unrealized +5.9%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,150,347 Shares 345 Est. Cost $164.00 Unrealized +4.4%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,134,348 Shares 5,266 Est. Cost $177.38 Unrealized +8.0%
GL GLOBE LIFE INC COM 0.2%
Value ($000) $1,100,294 Shares 11,740 Est. Cost $86.50 Unrealized +3.4%
IDCC INTERDIGITAL INC COM 0.2%
Value ($000) $1,063,978 Shares 22,088 Est. Cost $70.27 Unrealized -0.8%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1,053,209 Shares 10,850 Est. Cost $76.06 Unrealized +4.4%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,047,894 Shares 4,245 Est. Cost $82.92 Unrealized +153.6%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $1,031,257 Shares 8,924 Est. Cost $115559.95 Unrealized
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $1,010,197 Shares 1,337 Est. Cost $663.80 Unrealized +12.7%
MMM 3M CO COM 0.2%
Value ($000) $1,010,122 Shares 5,686 Est. Cost $101.66 Unrealized +25.2%
TGT TARGET CORP COM 0.2%
Value ($000) $1,001,672 Shares 4,328 Est. Cost $77.03 Unrealized +178.1%
MED MEDIFAST INC COM 0.2%
Value ($000) $1,001,494 Shares 4,782 Est. Cost $185.44 Unrealized 0.0%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,001,154 Shares 14,598 Est. Cost $45.28 Unrealized +20.9%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $988,656 Shares 18,954 Est. Cost $64165.88 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $952,196 Shares 5,623 Est. Cost $187.16 Unrealized -16.3%
ROST ROSS STORES INC COM 0.2%
Value ($000) $852,071 Shares 7,456 Est. Cost $66.69 Unrealized +59.9%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $830,732 Shares 3,984 Est. Cost $74.31 Unrealized +149.1%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $807,468 Shares 9,464 Est. Cost $54.29 Unrealized +25.4%
ACTIVISION BLIZZARD INC COM 0.2%
Value ($000) $796,563 Shares 11,973 Est. Cost $66529.95 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $784,279 Shares 16,068 Est. Cost $30.68 Unrealized +25.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $763,868 Shares 4,053 Est. Cost $141.47 Unrealized +20.3%
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $761,924 Shares 13,657 Est. Cost $60.05 Unrealized -8.4%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $738,063 Shares 18,582 Est. Cost $48.56 Unrealized 0.0%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $725,550 Shares 5,342 Est. Cost $85.35 Unrealized +30.1%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $716,415 Shares 14,106 Est. Cost $60.40 Unrealized +2.9%
CHD CHURCH & DWIGHT CO INC COM 0.2%
Value ($000) $708,070 Shares 6,908 Est. Cost $43.62 Unrealized +98.0%
ENVA ENOVA INTL INC COM 0.2%
Value ($000) $698,695 Shares 17,058 Est. Cost $37.93 Unrealized 0.0%
META META PLATFORMS INC CL A 0.2%
Value ($000) $695,571 Shares 2,068 Est. Cost $329.69 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $690,690 Shares 2,310 Est. Cost $181.27 Unrealized +58.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $665,155 Shares 8,229 Est. Cost $80830.60 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $656,202 Shares 9,056 Est. Cost $61.52 Unrealized +5.2%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $649,204 Shares 6,719 Est. Cost $67.73 Unrealized +14.7%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $569,109 Shares 7,811 Est. Cost $62.10 Unrealized +5.2%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $563,355 Shares 17,777 Est. Cost $28816.18 Unrealized
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $562,010 Shares 5,821 Est. Cost $130.23 Unrealized 0.0%
BA BOEING CO COM 0.1%
Value ($000) $497,260 Shares 2,470 Est. Cost $182.81 Unrealized +15.6%
MAS MASCO CORP COM 0.1%
Value ($000) $497,186 Shares 7,080 Est. Cost $20.15 Unrealized +196.9%
VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 0.1%
Value ($000) $495,655 Shares 4,216 Est. Cost $78537.94 Unrealized
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $482,154 Shares 4,476 Est. Cost $52.79 Unrealized +71.6%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $477,012 Shares 5,556 Est. Cost $53.71 Unrealized +36.2%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $473,357 Shares 1,475 Est. Cost $158471.00 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $463,284 Shares 2,667 Est. Cost $86.60 Unrealized +65.7%
FAST FASTENAL CO COM 0.1%
Value ($000) $458,029 Shares 7,150 Est. Cost $26.67 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $455,840 Shares 4,825 Est. Cost $61.56 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $455,645 Shares 1,497 Est. Cost $96.23 Unrealized +174.0%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $442,269 Shares 910 Est. Cost $199.15 Unrealized +116.5%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $440,538 Shares 2,565 Est. Cost $148084.78 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $439,254 Shares 1,800 Est. Cost $210.50 Unrealized 0.0%
VFC V F CORP COM 0.1%
Value ($000) $418,175 Shares 5,711 Est. Cost $68.71 Unrealized +6.3%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $416,760 Shares 5,930 Est. Cost $26.08 Unrealized +140.8%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $411,322 Shares 1,168 Est. Cost $274.41 Unrealized +13.4%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $388,966 Shares 1,420 Est. Cost $227.46 Unrealized +10.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $370,629 Shares 212 Est. Cost $26.23 Unrealized +34.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $369,442 Shares 2,625 Est. Cost $67.43 Unrealized +76.0%
HODGES SMALL CAP FUND 0.1%
Value ($000) $367,285 Shares 16,514 Est. Cost $16750.16 Unrealized
NEXTERA ENERGY INC UNIT 09/01/23 0.1%
Value ($000) $361,937 Shares 6,250 Est. Cost $57909.92 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $356,178 Shares 3,443 Est. Cost $102.03 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $355,906 Shares 16,326 Est. Cost $6.80 Unrealized +182.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $355,137 Shares 4,758 Est. Cost $49889.87 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $339,387 Shares 1,603 Est. Cost $133.39 Unrealized +53.2%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $338,801 Shares 713 Est. Cost $342596.60 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $333,217 Shares 1,420 Est. Cost $219.62 Unrealized 0.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $320,664 Shares 6,748 Est. Cost $47519.86 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $311,407 Shares 2,329 Est. Cost $101.73 Unrealized +4.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $310,008 Shares 3,832 Est. Cost $54009.92 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $303,981 Shares 3,562 Est. Cost $52.70 Unrealized +34.6%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $302,752 Shares 2,058 Est. Cost $90385.23 Unrealized
FSPSX FIDELITY INTERNATIONAL INDEX FUND 0.1%
Value ($000) $289,643 Shares 5,876 Est. Cost $43318.31 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $257,836 Shares 89 Est. Cost $86.24 Unrealized +65.8%
FFIV F5 INC COM 0.1%
Value ($000) $254,498 Shares 1,040 Est. Cost $158.33 Unrealized +40.2%
V VISA INC COM CL A 0.1%
Value ($000) $251,958 Shares 1,162 Est. Cost $162.38 Unrealized +28.2%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $240,546 Shares 9,400 Est. Cost $25590.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $237,342 Shares 3,964 Est. Cost $42132.53 Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.0%
Value ($000) $219,815 Shares 3,005 Est. Cost $66.42 Unrealized +5.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $216,542 Shares 3,384 Est. Cost $35.20 Unrealized +65.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $214,968 Shares 896 Est. Cost $272.74 Unrealized -5.7%
AMCOR PLC ORD 0.0%
Value ($000) $207,604 Shares 17,286 Est. Cost $8.89 Unrealized +12.5%
DFA TAX MANAGED US MARKETWIDE VALUE PORTFOLIO 0.0%
Value ($000) $204,820 Shares 5,537 Est. Cost $29981.04 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $201,572 Shares 8,911 Est. Cost $37058.93 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $199,546 Shares 772 Est. Cost $219.81 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $197,365 Shares 1,729 Est. Cost $102.52 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $193,159 Shares 2,810 Est. Cost $34.34 Unrealized +59.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $181,603 Shares 610 Est. Cost $204.73 Unrealized +24.7%
ORCL ORACLE CORP COM 0.0%
Value ($000) $177,297 Shares 2,033 Est. Cost $88.90 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $174,473 Shares 925 Est. Cost $150.00 Unrealized +5.7%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $174,229 Shares 3,370 Est. Cost $51700.00 Unrealized
VGHAX VANGUARD SPECIALIZED HEALTH CARE ADMIRAL SHARES 0.0%
Value ($000) $169,322 Shares 1,766 Est. Cost $88771.54 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $169,221 Shares 337 Est. Cost $422.19 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $166,959 Shares 1,045 Est. Cost $121.27 Unrealized 0.0%
DSFRX DOMINI SOCIAL INVT TR 0.0%
Value ($000) $165,836 Shares 4,759 Est. Cost $30787.35 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $156,962 Shares 1,823 Est. Cost $65.63 Unrealized +20.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $155,275 Shares 1,537 Est. Cost $88.24 Unrealized +3.1%
GLW CORNING INC COM 0.0%
Value ($000) $154,876 Shares 4,160 Est. Cost $30.87 Unrealized +8.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $153,465 Shares 230 Est. Cost $617.25 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $153,061 Shares 426 Est. Cost $344.06 Unrealized 0.0%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHARES 0.0%
Value ($000) $149,912 Shares 340 Est. Cost $440917.66 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $144,909 Shares 2,495 Est. Cost $51.03 Unrealized 0.0%
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $144,630 Shares 2,585 Est. Cost $49.15 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $144,353 Shares 605 Est. Cost $40.72 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $140,102 Shares 7,893 Est. Cost $46.68 Unrealized +5.5%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $138,216 Shares 5,580 Est. Cost $21.28 Unrealized 0.0%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $137,001 Shares 1,065 Est. Cost $121.53 Unrealized -8.6%
T AT&T INC COM 0.0%
Value ($000) $133,268 Shares 5,417 Est. Cost $15.78 Unrealized -7.0%
VIGAX VANGUARD GROWTH INDEX FUND ADMIRAL 0.0%
Value ($000) $133,187 Shares 806 Est. Cost $165244.42 Unrealized
CCEL CRYO-CELL INTL INC COM 0.0%
Value ($000) $127,600 Shares 11,000 Est. Cost $10.00 Unrealized 0.0%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $126,455 Shares 1,733 Est. Cost $72968.84 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $124,889 Shares 716 Est. Cost $128.15 Unrealized +13.6%
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $122,859 Shares 805 Est. Cost $152619.88 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $122,240 Shares 1,929 Est. Cost $50.47 Unrealized 0.0%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $120,505 Shares 1,830 Est. Cost $65849.73 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $120,376 Shares 1,353 Est. Cost $72.48 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $119,559 Shares 2,128 Est. Cost $48.84 Unrealized 0.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $117,853 Shares 406 Est. Cost $290278.30 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $113,393 Shares 275 Est. Cost $388.51 Unrealized 0.0%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $113,050 Shares 935 Est. Cost $95.16 Unrealized 0.0%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $112,374 Shares 3,879 Est. Cost $28969.84 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $111,000 Shares 400 Est. Cost $277500.00 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $110,891 Shares 1,804 Est. Cost $50.05 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $110,597 Shares 1,042 Est. Cost $103.80 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $110,103 Shares 1,981 Est. Cost $55579.50 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $108,417 Shares 250 Est. Cost $465.09 Unrealized -14.6%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $107,998 Shares 1,100 Est. Cost $98180.00 Unrealized
KEY KEYCORP COM 0.0%
Value ($000) $107,207 Shares 4,635 Est. Cost $18.79 Unrealized 0.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $105,188 Shares 610 Est. Cost $147.48 Unrealized 0.0%