ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $430,866,829 (100.0% shares, 0.0% debt)

Holdings (186)

AAPL APPLE INC COM 6.3%
Value ($000) $26,996,464 Shares 154,610 Est. Cost $137.11 Unrealized +20.2%
ADP AUTOMATIC DATA PROCESSING INC COM 3.8%
Value ($000) $16,191,888 Shares 71,160 Est. Cost $68.80 Unrealized +186.2%
PGR PROGRESSIVE CORP COM 3.6%
Value ($000) $15,659,647 Shares 137,377 Est. Cost $23.88 Unrealized +312.4%
KO COCA COLA CO COM 3.5%
Value ($000) $14,942,633 Shares 241,010 Est. Cost $31.04 Unrealized +74.2%
INTC INTEL CORP COM 3.4%
Value ($000) $14,577,892 Shares 294,146 Est. Cost $27.61 Unrealized +67.3%
MSFT MICROSOFT CORP COM 3.4%
Value ($000) $14,529,432 Shares 47,126 Est. Cost $77.57 Unrealized +275.7%
JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $12,546,707 Shares 70,793 Est. Cost $110.94 Unrealized +36.8%
TFC TRUIST FINL CORP COM 2.9%
Value ($000) $12,381,175 Shares 218,362 Est. Cost $41.37 Unrealized +22.4%
QCOM QUALCOMM INC COM 2.6%
Value ($000) $11,233,702 Shares 73,509 Est. Cost $50.16 Unrealized +206.2%
GOOG ALPHABET INC CAP STK CL C 2.6%
Value ($000) $10,993,208 Shares 3,936 Est. Cost $108.03 Unrealized +24.9%
MCD MCDONALDS CORP COM 2.5%
Value ($000) $10,870,595 Shares 43,960 Est. Cost $76.49 Unrealized +197.8%
HD HOME DEPOT INC COM 2.4%
Value ($000) $10,374,164 Shares 34,657 Est. Cost $134.87 Unrealized +132.8%
WMT WALMART INC COM 2.2%
Value ($000) $9,684,869 Shares 65,034 Est. Cost $22.75 Unrealized +96.0%
LLY LILLY ELI & CO COM 2.0%
Value ($000) $8,723,305 Shares 30,461 Est. Cost $70.44 Unrealized +252.8%
CB CHUBB LIMITED COM 1.9%
Value ($000) $8,161,782 Shares 38,157 Est. Cost $140.27 Unrealized +37.5%
CFR CULLEN FROST BANKERS INC COM 1.8%
Value ($000) $7,846,709 Shares 56,691 Est. Cost $55.91 Unrealized +120.9%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $7,706,574 Shares 93,311 Est. Cost $54.34 Unrealized +24.9%
ABBV ABBVIE INC COM 1.8%
Value ($000) $7,691,633 Shares 47,447 Est. Cost $101.36 Unrealized +24.7%
UPS UNITED PARCEL SERVICE INC CL B 1.7%
Value ($000) $7,417,058 Shares 34,584 Est. Cost $78.74 Unrealized +125.0%
GPC GENUINE PARTS CO COM 1.7%
Value ($000) $7,411,479 Shares 58,811 Est. Cost $72.66 Unrealized +59.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.7%
Value ($000) $7,314,629 Shares 17,681 Est. Cost $131.70 Unrealized +248.8%
CVX CHEVRON 1.7%
Value ($000) $7,289,758 Shares 44,769 Est. Cost $72.62 Unrealized +69.0%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value ($000) $6,471,468 Shares 127,041 Est. Cost $40.67 Unrealized +2.0%
WY WEYERHAEUSER CO MTN BE COM NEW 1.4%
Value ($000) $6,178,134 Shares 163,011 Est. Cost $20.59 Unrealized +65.7%
CMI CUMMINS INC COM 1.3%
Value ($000) $5,754,160 Shares 28,054 Est. Cost $123.38 Unrealized +59.4%
TECH BIO-TECHNE CORP COM 1.3%
Value ($000) $5,659,832 Shares 13,070 Est. Cost $33.98 Unrealized +198.4%
TROW PRICE T ROWE GROUP INC COM 1.3%
Value ($000) $5,529,244 Shares 36,571 Est. Cost $162.80 Unrealized -20.7%
SYY SYSCO CORP COM 1.2%
Value ($000) $5,338,866 Shares 65,387 Est. Cost $34.13 Unrealized +112.9%
WERN WERNER ENTERPRISES INC COM 1.1%
Value ($000) $4,648,942 Shares 113,388 Est. Cost $29.92 Unrealized +47.1%
AMGN AMGEN INC COM 1.1%
Value ($000) $4,582,991 Shares 18,952 Est. Cost $117.81 Unrealized +72.6%
COP CONOCOPHILLIPS COM 1.0%
Value ($000) $4,513,903 Shares 45,139 Est. Cost $46.79 Unrealized +70.3%
PAYX PAYCHEX INC COM 1.0%
Value ($000) $4,477,875 Shares 32,812 Est. Cost $61.76 Unrealized +77.7%
CPRT COPART INC COM 1.0%
Value ($000) $4,465,602 Shares 35,591 Est. Cost $8.86 Unrealized +258.3%
CSX CSX CORP COM 1.0%
Value ($000) $4,251,516 Shares 113,525 Est. Cost $30.03 Unrealized +11.5%
SON SONOCO PRODS CO COM 0.9%
Value ($000) $4,038,945 Shares 64,561 Est. Cost $36.37 Unrealized +37.1%
PFE PFIZER INC COM 0.9%
Value ($000) $3,823,689 Shares 73,859 Est. Cost $23.77 Unrealized +78.7%
MRK MERCK & CO INC COM 0.9%
Value ($000) $3,810,677 Shares 46,443 Est. Cost $39.93 Unrealized +74.9%
DIS DISNEY WALT CO COM 0.9%
Value ($000) $3,700,578 Shares 26,980 Est. Cost $135.89 Unrealized +3.9%
COST COSTCO WHSL CORP NEW COM 0.8%
Value ($000) $3,553,155 Shares 6,170 Est. Cost $152.79 Unrealized +227.8%
KMB KIMBERLY-CLARK CORP COM 0.7%
Value ($000) $3,154,621 Shares 25,614 Est. Cost $79.35 Unrealized +43.7%
TFX TELEFLEX INCORPORATED COM 0.7%
Value ($000) $3,121,794 Shares 8,798 Est. Cost $125.35 Unrealized +155.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.7%
Value ($000) $3,038,341 Shares 27,210 Est. Cost $55.99 Unrealized +59.3%
PATTERSON COS INC COM 0.7%
Value ($000) $2,905,951 Shares 89,772 Est. Cost $24110.78 Unrealized
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $2,882,199 Shares 21,142 Est. Cost $107.38 Unrealized +24.5%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,786,725 Shares 28,421 Est. Cost $63.30 Unrealized +38.2%
CTAS CINTAS CORP COM 0.6%
Value ($000) $2,694,209 Shares 6,333 Est. Cost $29.76 Unrealized +215.5%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $2,667,377 Shares 44,867 Est. Cost $54.99 Unrealized +0.3%
MMS MAXIMUS INC COM 0.6%
Value ($000) $2,609,840 Shares 34,821 Est. Cost $73.17 Unrealized +4.6%
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $2,262,349 Shares 14,273 Est. Cost $104.35 Unrealized +36.6%
PKG PACKAGING CORP AMER COM 0.5%
Value ($000) $2,172,983 Shares 13,919 Est. Cost $79.86 Unrealized +62.3%
CMP COMPASS MINERALS INTL INC COM 0.5%
Value ($000) $2,120,746 Shares 33,775 Est. Cost $51.45 Unrealized +6.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $2,112,754 Shares 15,852 Est. Cost $107.56 Unrealized +16.3%
AFL AFLAC INC COM 0.5%
Value ($000) $2,093,054 Shares 32,505 Est. Cost $36.23 Unrealized +58.1%
DVN DEVON ENERGY CORP NEW COM 0.5%
Value ($000) $2,090,304 Shares 35,351 Est. Cost $40.51 Unrealized +10.0%
WU WESTERN UN CO COM 0.4%
Value ($000) $1,938,797 Shares 103,457 Est. Cost $19272.28 Unrealized
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,714,511 Shares 18,847 Est. Cost $97.60 Unrealized -11.9%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,549,760 Shares 10,142 Est. Cost $72.24 Unrealized +96.8%
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,543,551 Shares 52,915 Est. Cost $34.62 Unrealized -10.2%
LEG LEGGETT & PLATT INC COM 0.3%
Value ($000) $1,420,094 Shares 40,807 Est. Cost $40.70 Unrealized -5.8%
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $1,392,552 Shares 17,383 Est. Cost $70756.38 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,261,543 Shares 12,229 Est. Cost $119.00 Unrealized -11.7%
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $1,214,188 Shares 12,165 Est. Cost $76.77 Unrealized +7.7%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $1,193,762 Shares 4,375 Est. Cost $22.10 Unrealized +13.3%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,088,163 Shares 12,845 Est. Cost $73.04 Unrealized -1.3%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,082,315 Shares 5,267 Est. Cost $177.38 Unrealized +7.4%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $1,062,208 Shares 4,665 Est. Cost $132031.52 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $1,062,151 Shares 14,648 Est. Cost $45.28 Unrealized +29.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $1,052,963 Shares 323 Est. Cost $164.00 Unrealized -5.8%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $969,561 Shares 8,799 Est. Cost $115559.95 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $918,488 Shares 4,328 Est. Cost $77.03 Unrealized +148.4%
MMM 3M CO COM 0.2%
Value ($000) $902,585 Shares 6,062 Est. Cost $102.46 Unrealized +11.8%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $896,051 Shares 9,464 Est. Cost $54.29 Unrealized +39.2%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $890,123 Shares 4,250 Est. Cost $82.92 Unrealized +145.6%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $888,213 Shares 1,577 Est. Cost $654.52 Unrealized -7.9%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $876,431 Shares 19,576 Est. Cost $63549.62 Unrealized
PNR PENTAIR PLC SHS 0.2%
Value ($000) $873,865 Shares 16,120 Est. Cost $40.46 Unrealized +42.1%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $871,572 Shares 5,498 Est. Cost $187.16 Unrealized -17.0%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $858,869 Shares 4,681 Est. Cost $143.60 Unrealized +9.5%
MED MEDIFAST INC COM 0.2%
Value ($000) $849,972 Shares 4,977 Est. Cost $184.84 Unrealized -7.9%
IDCC INTERDIGITAL INC COM 0.2%
Value ($000) $838,665 Shares 13,145 Est. Cost $70.27 Unrealized -5.4%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $828,144 Shares 16,068 Est. Cost $30.68 Unrealized +41.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $815,222 Shares 2,310 Est. Cost $181.27 Unrealized +78.4%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $790,991 Shares 9,156 Est. Cost $61.64 Unrealized +18.2%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $779,456 Shares 9,173 Est. Cost $60.40 Unrealized +10.8%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $776,267 Shares 3,989 Est. Cost $74.31 Unrealized +129.3%
ENVA ENOVA INTL INC COM 0.2%
Value ($000) $756,248 Shares 19,917 Est. Cost $38.25 Unrealized +5.0%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $721,188 Shares 14,105 Est. Cost $48.56 Unrealized -0.6%
ROST ROSS STORES INC COM 0.2%
Value ($000) $712,010 Shares 7,871 Est. Cost $67.97 Unrealized +34.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $691,650 Shares 5,625 Est. Cost $130.23 Unrealized -9.2%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $688,641 Shares 8,729 Est. Cost $80719.51 Unrealized
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $685,445 Shares 5,062 Est. Cost $85.35 Unrealized +40.0%
CHD CHURCH & DWIGHT CO INC COM 0.2%
Value ($000) $651,734 Shares 6,558 Est. Cost $43.62 Unrealized +118.1%
MKC MCCORMICK & CO INC COM NON VTG 0.2%
Value ($000) $649,059 Shares 6,503 Est. Cost $67.73 Unrealized +32.2%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $531,401 Shares 7,929 Est. Cost $62.10 Unrealized -0.2%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $528,033 Shares 4,476 Est. Cost $52.79 Unrealized +86.2%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $527,146 Shares 10,710 Est. Cost $60.05 Unrealized -12.0%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $498,291 Shares 17,777 Est. Cost $28816.18 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $490,303 Shares 2,205 Est. Cost $324.63 Unrealized -23.5%
BA BOEING CO COM 0.1%
Value ($000) $473,005 Shares 2,470 Est. Cost $182.81 Unrealized +9.8%
VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 0.1%
Value ($000) $442,482 Shares 3,993 Est. Cost $78537.94 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $441,536 Shares 4,825 Est. Cost $61.56 Unrealized -4.9%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $426,491 Shares 3,844 Est. Cost $101.16 Unrealized -7.4%
FAST FASTENAL CO COM 0.1%
Value ($000) $424,710 Shares 7,150 Est. Cost $26.67 Unrealized -4.7%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $424,241 Shares 1,475 Est. Cost $158471.00 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $421,779 Shares 5,439 Est. Cost $53.71 Unrealized +42.2%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $420,425 Shares 1,395 Est. Cost $227.46 Unrealized +17.6%
PEP PEPSICO INC COM 0.1%
Value ($000) $392,003 Shares 2,342 Est. Cost $86.60 Unrealized +71.4%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $381,076 Shares 2,350 Est. Cost $148084.78 Unrealized
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $374,253 Shares 1,497 Est. Cost $96.23 Unrealized +141.0%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $373,369 Shares 860 Est. Cost $199.15 Unrealized +104.1%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $363,416 Shares 16,326 Est. Cost $6.80 Unrealized +192.6%
MAS MASCO CORP COM 0.1%
Value ($000) $361,483 Shares 7,087 Est. Cost $20.15 Unrealized +173.8%
HODGES SMALL CAP FUND 0.1%
Value ($000) $352,587 Shares 16,514 Est. Cost $16750.16 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $340,871 Shares 5,994 Est. Cost $68.39 Unrealized -9.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $339,462 Shares 1,800 Est. Cost $210.50 Unrealized -9.6%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $334,870 Shares 741 Est. Cost $346727.44 Unrealized
GL GLOBE LIFE INC COM 0.1%
Value ($000) $333,612 Shares 3,316 Est. Cost $86.50 Unrealized +13.5%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $314,321 Shares 6,748 Est. Cost $47519.86 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $310,695 Shares 2,625 Est. Cost $67.43 Unrealized +71.1%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $304,956 Shares 1,765 Est. Cost $216.31 Unrealized -6.3%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $304,131 Shares 2,058 Est. Cost $90385.23 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $303,447 Shares 1,603 Est. Cost $133.39 Unrealized +42.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $302,927 Shares 2,329 Est. Cost $101.73 Unrealized +10.2%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $302,924 Shares 4,358 Est. Cost $49889.87 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $297,248 Shares 3,832 Est. Cost $54009.92 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $291,556 Shares 1,168 Est. Cost $274.41 Unrealized -2.9%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $289,332 Shares 3,384 Est. Cost $35.20 Unrealized +98.0%
FSPSX FIDELITY INTERNATIONAL INDEX FUND 0.1%
Value ($000) $270,251 Shares 5,876 Est. Cost $43318.31 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $270,106 Shares 3,562 Est. Cost $52.70 Unrealized +37.2%
V VISA INC COM CL A 0.1%
Value ($000) $257,841 Shares 1,162 Est. Cost $162.38 Unrealized +29.4%
NUE NUCOR CORP COM 0.1%
Value ($000) $257,015 Shares 1,729 Est. Cost $102.52 Unrealized +12.7%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $248,378 Shares 157 Est. Cost $26.23 Unrealized +14.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $247,540 Shares 89 Est. Cost $86.24 Unrealized +56.3%
NORDSTROM INC COM 0.1%
Value ($000) $240,092 Shares 8,856 Est. Cost $37058.93 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $220,253 Shares 3,964 Est. Cost $42132.53 Unrealized
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $219,960 Shares 9,400 Est. Cost $25590.00 Unrealized
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $201,167 Shares 2,810 Est. Cost $34.34 Unrealized +66.3%
DFA TAX MANAGED US MARKETWIDE VALUE PORTFOLIO 0.0%
Value ($000) $199,615 Shares 5,537 Est. Cost $29981.04 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $198,502 Shares 950 Est. Cost $158.33 Unrealized +32.6%
AMCOR PLC ORD 0.0%
Value ($000) $195,850 Shares 17,286 Est. Cost $8.89 Unrealized +11.8%
BIIB BIOGEN INC COM 0.0%
Value ($000) $188,697 Shares 896 Est. Cost $272.74 Unrealized -20.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $180,691 Shares 1,823 Est. Cost $65.63 Unrealized +32.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $173,984 Shares 610 Est. Cost $204.73 Unrealized +23.5%
ORCL ORACLE CORP COM 0.0%
Value ($000) $168,190 Shares 2,033 Est. Cost $88.90 Unrealized -13.4%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $165,197 Shares 3,370 Est. Cost $51700.00 Unrealized
VGHAX VANGUARD SPECIALIZED HEALTH CARE ADMIRAL SHARES 0.0%
Value ($000) $164,104 Shares 1,831 Est. Cost $88801.84 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $156,090 Shares 772 Est. Cost $219.81 Unrealized -2.9%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $154,490 Shares 350 Est. Cost $365.10 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $153,728 Shares 2,105 Est. Cost $46.68 Unrealized +21.8%
GLW CORNING INC COM 0.0%
Value ($000) $153,545 Shares 4,160 Est. Cost $30.87 Unrealized +13.1%
DSFRX DOMINI SOCIAL INVT TR 0.0%
Value ($000) $152,927 Shares 4,764 Est. Cost $30787.35 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $146,918 Shares 487 Est. Cost $337.55 Unrealized -13.5%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHARES 0.0%
Value ($000) $143,001 Shares 341 Est. Cost $440917.66 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $141,188 Shares 605 Est. Cost $40.72 Unrealized +1.4%
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $137,480 Shares 1,045 Est. Cost $121.27 Unrealized -5.6%
NFLX NETFLIX INC COM 0.0%
Value ($000) $136,725 Shares 365 Est. Cost $41.63 Unrealized 0.0%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $136,607 Shares 1,963 Est. Cost $72573.06 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $135,849 Shares 230 Est. Cost $617.25 Unrealized -8.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $134,988 Shares 1,353 Est. Cost $72.48 Unrealized +9.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $129,305 Shares 925 Est. Cost $150.00 Unrealized -5.1%
T AT&T INC COM 0.0%
Value ($000) $128,013 Shares 5,417 Est. Cost $15.78 Unrealized -5.5%
RPM RPM INTL INC COM 0.0%
Value ($000) $125,769 Shares 1,544 Est. Cost $88.24 Unrealized -2.7%
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $124,080 Shares 2,585 Est. Cost $49.15 Unrealized -5.3%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $123,826 Shares 2,495 Est. Cost $51.03 Unrealized -0.5%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $120,862 Shares 237 Est. Cost $422.19 Unrealized +6.9%
VIGAX VANGUARD GROWTH INDEX FUND ADMIRAL 0.0%
Value ($000) $119,406 Shares 806 Est. Cost $165244.42 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $117,575 Shares 2,551 Est. Cost $33.29 Unrealized 0.0%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $116,615 Shares 250 Est. Cost $465.09 Unrealized +1.5%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $115,168 Shares 970 Est. Cost $121.53 Unrealized -14.1%
RY ROYAL BK CDA COM 0.0%
Value ($000) $114,901 Shares 1,042 Est. Cost $103.80 Unrealized +8.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $114,853 Shares 406 Est. Cost $290278.30 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $114,617 Shares 2,146 Est. Cost $55412.67 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $113,559 Shares 2,136 Est. Cost $48.84 Unrealized -2.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $112,713 Shares 1,804 Est. Cost $50.05 Unrealized +4.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $111,556 Shares 1,830 Est. Cost $65849.73 Unrealized
ULTA ULTA BEAUTY INC COM 0.0%
Value ($000) $109,510 Shares 275 Est. Cost $388.51 Unrealized -3.1%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $108,784 Shares 2,082 Est. Cost $37.13 Unrealized 0.0%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $108,448 Shares 3,780 Est. Cost $21.28 Unrealized +13.3%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $108,387 Shares 1,142 Est. Cost $98059.73 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $108,095 Shares 5,063 Est. Cost $20.49 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $107,561 Shares 1,929 Est. Cost $50.47 Unrealized -0.4%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $106,982 Shares 3,879 Est. Cost $28969.84 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $106,846 Shares 820 Est. Cost $152211.58 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $105,188 Shares 610 Est. Cost $147.48 Unrealized -9.2%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $104,948 Shares 400 Est. Cost $277500.00 Unrealized
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $104,776 Shares 935 Est. Cost $95.16 Unrealized +6.1%