ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $390,612,890 (100.0% shares, 0.0% debt)

Holdings (175)

AAPL APPLE INC COM 5.4%
Value ($000) $21,198,019 Shares 155,046 Est. Cost $137.11 Unrealized +8.4%
PGR PROGRESSIVE CORP COM 4.1%
Value ($000) $15,948,479 Shares 137,167 Est. Cost $23.88 Unrealized +332.8%
KO COCA COLA CO COM 3.9%
Value ($000) $15,173,712 Shares 241,197 Est. Cost $31.04 Unrealized +82.9%
ADP AUTOMATIC DATA PROCESSING INC COM 3.8%
Value ($000) $14,948,999 Shares 71,172 Est. Cost $68.80 Unrealized +194.4%
JNJ JOHNSON & JOHNSON COM 3.2%
Value ($000) $12,566,014 Shares 70,790 Est. Cost $110.94 Unrealized +44.2%
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $12,013,785 Shares 46,777 Est. Cost $77.57 Unrealized +239.6%
INTC INTEL CORP COM 2.9%
Value ($000) $11,340,332 Shares 303,136 Est. Cost $27.99 Unrealized +45.1%
MCD MCDONALDS CORP COM 2.8%
Value ($000) $10,854,507 Shares 43,966 Est. Cost $76.49 Unrealized +195.9%
TFC TRUIST FINL CORP COM 2.7%
Value ($000) $10,382,987 Shares 218,911 Est. Cost $41.37 Unrealized -1.4%
HD HOME DEPOT INC COM 2.4%
Value ($000) $9,518,908 Shares 34,706 Est. Cost $134.87 Unrealized +99.5%
QCOM QUALCOMM INC COM 2.4%
Value ($000) $9,498,111 Shares 74,355 Est. Cost $51.01 Unrealized +144.9%
LLY LILLY ELI & CO COM 2.4%
Value ($000) $9,452,613 Shares 29,154 Est. Cost $70.44 Unrealized +313.0%
GOOG ALPHABET INC CAP STK CL C 2.3%
Value ($000) $8,964,170 Shares 4,098 Est. Cost $108.40 Unrealized +8.2%
XOM EXXON MOBIL CORP COM 2.1%
Value ($000) $8,035,002 Shares 93,823 Est. Cost $54.34 Unrealized +46.4%
WMT WALMART INC COM 2.0%
Value ($000) $7,901,975 Shares 64,994 Est. Cost $22.75 Unrealized +93.6%
GPC GENUINE PARTS CO COM 2.0%
Value ($000) $7,835,203 Shares 58,911 Est. Cost $72.66 Unrealized +65.6%
VZ VERIZON COMMUNICATIONS INC COM 1.9%
Value ($000) $7,490,497 Shares 147,596 Est. Cost $40.60 Unrealized -1.2%
CB CHUBB LIMITED COM 1.9%
Value ($000) $7,483,210 Shares 38,067 Est. Cost $140.27 Unrealized +39.9%
ABBV ABBVIE INC COM 1.9%
Value ($000) $7,240,945 Shares 47,277 Est. Cost $101.36 Unrealized +32.3%
CFR CULLEN FROST BANKERS INC COM 1.7%
Value ($000) $6,673,292 Shares 57,306 Est. Cost $56.53 Unrealized +101.7%
CVX CHEVRON 1.7%
Value ($000) $6,562,959 Shares 45,330 Est. Cost $73.49 Unrealized +94.2%
UPS UNITED PARCEL SERVICE INC CL B 1.6%
Value ($000) $6,362,557 Shares 34,855 Est. Cost $78.74 Unrealized +94.7%
SYY SYSCO CORP COM 1.4%
Value ($000) $5,472,622 Shares 64,604 Est. Cost $34.13 Unrealized +121.9%
CMI CUMMINS INC COM 1.4%
Value ($000) $5,459,456 Shares 28,209 Est. Cost $123.38 Unrealized +48.4%
WY WEYERHAEUSER CO MTN BE COM NEW 1.4%
Value ($000) $5,368,186 Shares 162,082 Est. Cost $20.59 Unrealized +63.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.3%
Value ($000) $5,209,087 Shares 17,721 Est. Cost $131.70 Unrealized +164.4%
TROW PRICE T ROWE GROUP INC COM 1.3%
Value ($000) $4,905,016 Shares 43,174 Est. Cost $154.29 Unrealized -30.5%
AMGN AMGEN INC COM 1.2%
Value ($000) $4,603,741 Shares 18,922 Est. Cost $117.81 Unrealized +85.5%
TECH BIO-TECHNE CORP COM 1.2%
Value ($000) $4,530,584 Shares 13,070 Est. Cost $33.98 Unrealized +171.3%
WERN WERNER ENTERPRISES INC COM 1.1%
Value ($000) $4,476,592 Shares 116,154 Est. Cost $30.15 Unrealized +30.6%
MRK MERCK & CO INC COM 1.1%
Value ($000) $4,234,240 Shares 46,443 Est. Cost $39.93 Unrealized +98.4%
COP CONOCOPHILLIPS COM 1.0%
Value ($000) $4,054,176 Shares 45,141 Est. Cost $46.79 Unrealized +92.2%
PFE PFIZER INC COM 1.0%
Value ($000) $3,874,219 Shares 73,893 Est. Cost $23.77 Unrealized +76.6%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $3,722,495 Shares 65,261 Est. Cost $36.53 Unrealized +41.3%
CPRT COPART INC COM 1.0%
Value ($000) $3,716,606 Shares 34,204 Est. Cost $8.86 Unrealized +221.2%
PAYX PAYCHEX INC COM 1.0%
Value ($000) $3,712,395 Shares 32,602 Est. Cost $61.76 Unrealized +82.8%
KMB KIMBERLY-CLARK CORP COM 0.9%
Value ($000) $3,404,224 Shares 25,188 Est. Cost $79.35 Unrealized +44.6%
CSX CSX CORP COM 0.9%
Value ($000) $3,328,705 Shares 114,545 Est. Cost $30.03 Unrealized +3.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.7%
Value ($000) $2,929,546 Shares 27,325 Est. Cost $55.99 Unrealized +70.3%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $2,916,552 Shares 6,085 Est. Cost $152.79 Unrealized +217.4%
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $2,850,935 Shares 46,124 Est. Cost $54.96 Unrealized -1.6%
PATTERSON COS INC COM 0.7%
Value ($000) $2,797,386 Shares 92,322 Est. Cost $24281.74 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $2,398,355 Shares 21,297 Est. Cost $107.38 Unrealized +5.3%
CTAS CINTAS CORP COM 0.6%
Value ($000) $2,323,544 Shares 6,220 Est. Cost $29.76 Unrealized +216.8%
MMS MAXIMUS INC COM 0.6%
Value ($000) $2,278,031 Shares 36,442 Est. Cost $72.92 Unrealized -7.3%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,276,318 Shares 28,618 Est. Cost $63.30 Unrealized +29.4%
TFX TELEFLEX INCORPORATED COM 0.6%
Value ($000) $2,178,968 Shares 8,863 Est. Cost $125.35 Unrealized +126.3%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $2,160,613 Shares 14,123 Est. Cost $104.35 Unrealized +41.8%
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $2,123,923 Shares 6,792 Est. Cost $288.90 Unrealized 0.0%
DVN DEVON ENERGY CORP NEW COM 0.5%
Value ($000) $1,948,193 Shares 35,351 Est. Cost $40.51 Unrealized +34.8%
PKG PACKAGING CORP AMER COM 0.5%
Value ($000) $1,915,148 Shares 13,928 Est. Cost $79.86 Unrealized +72.8%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $1,904,426 Shares 20,174 Est. Cost $135.89 Unrealized -20.2%
AFL AFLAC INC COM 0.5%
Value ($000) $1,800,418 Shares 32,539 Est. Cost $36.23 Unrealized +50.1%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $1,757,504 Shares 23,007 Est. Cost $92.68 Unrealized -24.1%
SWKS SKYWORKS SOLUTIONS INC COM 0.4%
Value ($000) $1,755,898 Shares 18,954 Est. Cost $105.78 Unrealized -8.6%
WU WESTERN UN CO COM 0.4%
Value ($000) $1,735,702 Shares 105,385 Est. Cost $19221.01 Unrealized
ACTIVISION BLIZZARD INC COM 0.4%
Value ($000) $1,641,133 Shares 21,078 Est. Cost $72001.65 Unrealized
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,487,452 Shares 53,180 Est. Cost $34.62 Unrealized -16.0%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,458,596 Shares 10,143 Est. Cost $72.24 Unrealized +90.1%
LEG LEGGETT & PLATT INC COM 0.4%
Value ($000) $1,447,170 Shares 41,849 Est. Cost $40.60 Unrealized -9.8%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,334,129 Shares 13,689 Est. Cost $116.74 Unrealized -16.2%
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $1,244,413 Shares 12,365 Est. Cost $76.98 Unrealized +16.2%
CMP COMPASS MINERALS INTL INC COM 0.3%
Value ($000) $1,213,195 Shares 34,280 Est. Cost $51.39 Unrealized -7.2%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,044,573 Shares 14,648 Est. Cost $45.28 Unrealized +42.0%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,039,882 Shares 5,277 Est. Cost $177.38 Unrealized +9.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $995,031 Shares 12,845 Est. Cost $73.04 Unrealized -5.8%
MED MEDIFAST INC COM 0.2%
Value ($000) $962,479 Shares 5,332 Est. Cost $183.39 Unrealized -11.1%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $900,026 Shares 9,464 Est. Cost $54.29 Unrealized +54.8%
DISCOVER FINL SVCS COM 0.2%
Value ($000) $860,772 Shares 9,101 Est. Cost $114863.77 Unrealized
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $853,588 Shares 5,458 Est. Cost $187.16 Unrealized -19.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.2%
Value ($000) $848,851 Shares 4,500 Est. Cost $132031.52 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $836,334 Shares 6,462 Est. Cost $102.63 Unrealized +2.5%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $817,740 Shares 1,652 Est. Cost $648.45 Unrealized -19.7%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $796,828 Shares 5,186 Est. Cost $144.31 Unrealized +4.6%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $789,476 Shares 4,331 Est. Cost $84.80 Unrealized +115.8%
IDCC INTERDIGITAL INC COM 0.2%
Value ($000) $781,150 Shares 12,847 Est. Cost $70.27 Unrealized -12.7%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $778,515 Shares 20,541 Est. Cost $62344.64 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $760,980 Shares 16,068 Est. Cost $30.68 Unrealized +44.8%
ENVA ENOVA INTL INC COM 0.2%
Value ($000) $754,853 Shares 26,192 Est. Cost $37.01 Unrealized -10.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $753,559 Shares 7,095 Est. Cost $126.90 Unrealized -1.4%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $745,785 Shares 9,096 Est. Cost $61.64 Unrealized +31.3%
PNR PENTAIR PLC SHS 0.2%
Value ($000) $737,812 Shares 16,120 Est. Cost $40.46 Unrealized +18.0%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $735,892 Shares 16,050 Est. Cost $48.30 Unrealized -3.8%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $726,712 Shares 5,677 Est. Cost $88.86 Unrealized +32.5%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $723,887 Shares 9,070 Est. Cost $60.40 Unrealized +14.8%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $694,277 Shares 3,994 Est. Cost $74.31 Unrealized +123.8%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $680,015 Shares 5,237 Est. Cost $121.02 Unrealized 0.0%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $667,753 Shares 4,405 Est. Cost $22.10 Unrealized -14.7%
TGT TARGET CORP COM 0.2%
Value ($000) $635,252 Shares 4,498 Est. Cost $80.55 Unrealized +111.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $630,676 Shares 2,310 Est. Cost $181.27 Unrealized +73.1%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $625,273 Shares 8,729 Est. Cost $80719.51 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.2%
Value ($000) $607,664 Shares 6,558 Est. Cost $43.62 Unrealized +107.3%
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $601,280 Shares 7,612 Est. Cost $118.17 Unrealized -28.9%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $561,911 Shares 8,009 Est. Cost $62.10 Unrealized +0.7%
ROST ROSS STORES INC COM 0.1%
Value ($000) $559,803 Shares 7,971 Est. Cost $68.19 Unrealized +25.3%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $545,873 Shares 6,557 Est. Cost $67.73 Unrealized +28.6%
META META PLATFORMS INC CL A 0.1%
Value ($000) $461,497 Shares 2,862 Est. Cost $294.09 Unrealized -34.9%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $430,456 Shares 4,476 Est. Cost $52.79 Unrealized +72.3%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $405,004 Shares 1,445 Est. Cost $228.76 Unrealized +15.9%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $397,495 Shares 17,777 Est. Cost $28816.18 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $390,317 Shares 2,342 Est. Cost $86.60 Unrealized +73.0%
FAST FASTENAL CO COM 0.1%
Value ($000) $388,627 Shares 7,785 Est. Cost $26.50 Unrealized -7.0%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $384,174 Shares 2,235 Est. Cost $201.98 Unrealized -17.4%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $376,715 Shares 5,865 Est. Cost $54.64 Unrealized +21.6%
BA BOEING CO COM 0.1%
Value ($000) $369,827 Shares 2,705 Est. Cost $179.74 Unrealized -17.9%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $364,474 Shares 4,061 Est. Cost $100.58 Unrealized -10.1%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $360,131 Shares 1,497 Est. Cost $96.23 Unrealized +129.5%
MAS MASCO CORP COM 0.1%
Value ($000) $359,051 Shares 7,095 Est. Cost $20.15 Unrealized +144.8%
VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 0.1%
Value ($000) $353,637 Shares 3,853 Est. Cost $78537.94 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $337,154 Shares 2,350 Est. Cost $148084.78 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $331,421 Shares 2,140 Est. Cost $208.87 Unrealized -16.7%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $330,730 Shares 860 Est. Cost $199.15 Unrealized +89.7%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $328,951 Shares 2,329 Est. Cost $101.73 Unrealized +15.5%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $328,792 Shares 1,475 Est. Cost $158471.00 Unrealized
GL GLOBE LIFE INC COM 0.1%
Value ($000) $314,947 Shares 3,231 Est. Cost $86.50 Unrealized +10.0%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $312,238 Shares 810 Est. Cost $394.37 Unrealized +0.8%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $307,262 Shares 4,825 Est. Cost $61.56 Unrealized -22.7%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $306,112 Shares 16,326 Est. Cost $6.80 Unrealized +158.7%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $300,506 Shares 796 Est. Cost $348855.06 Unrealized
HODGES SMALL CAP FUND 0.1%
Value ($000) $291,978 Shares 16,514 Est. Cost $16750.16 Unrealized
NFLX NETFLIX INC COM 0.1%
Value ($000) $289,759 Shares 1,657 Est. Cost $26.46 Unrealized -16.2%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $285,458 Shares 3,562 Est. Cost $52.70 Unrealized +36.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $285,206 Shares 2,625 Est. Cost $67.43 Unrealized +57.3%
XRAY DENTSPLY SIRONA INC COM 0.1%
Value ($000) $277,086 Shares 7,755 Est. Cost $60.05 Unrealized -32.7%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $271,409 Shares 2,058 Est. Cost $90385.23 Unrealized
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $271,404 Shares 6,748 Est. Cost $47519.86 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $269,044 Shares 3,832 Est. Cost $54009.92 Unrealized
VFC V F CORP COM 0.1%
Value ($000) $265,559 Shares 6,012 Est. Cost $68.39 Unrealized -26.6%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $261,526 Shares 1,168 Est. Cost $274.41 Unrealized -9.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $256,468 Shares 4,358 Est. Cost $49889.87 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $248,438 Shares 3,022 Est. Cost $35.20 Unrealized +145.1%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $246,926 Shares 1,603 Est. Cost $133.39 Unrealized +25.9%
FSPSX FIDELITY INTERNATIONAL INDEX FUND 0.1%
Value ($000) $234,053 Shares 5,876 Est. Cost $43318.31 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $228,914 Shares 1,162 Est. Cost $162.38 Unrealized +23.8%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $215,746 Shares 99 Est. Cost $89.33 Unrealized +30.8%
AMCOR PLC ORD 0.1%
Value ($000) $214,864 Shares 17,286 Est. Cost $8.89 Unrealized +19.5%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $204,168 Shares 9,400 Est. Cost $25590.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $202,625 Shares 155 Est. Cost $26.23 Unrealized +6.2%
C CITIGROUP INC COM NEW 0.1%
Value ($000) $202,356 Shares 4,400 Est. Cost $43.77 Unrealized 0.0%
NUE NUCOR CORP COM 0.0%
Value ($000) $192,532 Shares 1,844 Est. Cost $104.10 Unrealized +22.8%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $184,476 Shares 2,810 Est. Cost $34.34 Unrealized +60.6%
BIIB BIOGEN INC COM 0.0%
Value ($000) $182,730 Shares 896 Est. Cost $272.74 Unrealized -25.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $178,971 Shares 1,412 Est. Cost $115.05 Unrealized 0.0%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $175,292 Shares 1,823 Est. Cost $65.63 Unrealized +34.9%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $174,969 Shares 5,537 Est. Cost $31599.97 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $172,315 Shares 8,155 Est. Cost $37058.93 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $168,079 Shares 3,426 Est. Cost $42132.53 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $157,631 Shares 1,030 Est. Cost $159.54 Unrealized +9.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $155,540 Shares 2,020 Est. Cost $46.68 Unrealized +39.2%
VGHAX VANGUARD SPECIALIZED HEALTH CARE ADMIRAL SHARES 0.0%
Value ($000) $154,984 Shares 1,831 Est. Cost $88801.84 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $150,486 Shares 350 Est. Cost $365.10 Unrealized +9.0%
ORCL ORACLE CORP COM 0.0%
Value ($000) $146,936 Shares 2,103 Est. Cost $88.27 Unrealized -20.9%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $140,898 Shares 702 Est. Cost $306.02 Unrealized -23.3%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $138,646 Shares 610 Est. Cost $204.73 Unrealized +10.6%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $137,327 Shares 3,370 Est. Cost $51700.00 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $134,845 Shares 772 Est. Cost $219.81 Unrealized -18.3%
GLW CORNING INC COM 0.0%
Value ($000) $131,081 Shares 4,160 Est. Cost $30.87 Unrealized +0.6%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $129,806 Shares 1,353 Est. Cost $72.48 Unrealized +19.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $124,954 Shares 230 Est. Cost $617.25 Unrealized -11.8%
DSFRX DOMINI SOCIAL 0.0%
Value ($000) $124,243 Shares 4,767 Est. Cost $30787.35 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $122,143 Shares 1,551 Est. Cost $88.24 Unrealized -4.8%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $121,730 Shares 237 Est. Cost $422.19 Unrealized +11.6%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHARES 0.0%
Value ($000) $119,962 Shares 343 Est. Cost $440917.66 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $117,279 Shares 605 Est. Cost $40.72 Unrealized -6.4%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $114,609 Shares 1,963 Est. Cost $72573.06 Unrealized
T AT&T INC COM 0.0%
Value ($000) $113,548 Shares 5,417 Est. Cost $15.78 Unrealized +3.3%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $108,530 Shares 1,035 Est. Cost $145.40 Unrealized -26.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $107,805 Shares 2,551 Est. Cost $33.29 Unrealized +5.9%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $105,732 Shares 1,804 Est. Cost $50.05 Unrealized +6.9%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $103,704 Shares 406 Est. Cost $290278.30 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $103,606 Shares 2,585 Est. Cost $49.15 Unrealized -12.9%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $102,235 Shares 2,146 Est. Cost $55412.67 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $100,980 Shares 716 Est. Cost $126.58 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $100,886 Shares 1,042 Est. Cost $103.80 Unrealized -1.5%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $100,225 Shares 250 Est. Cost $465.09 Unrealized -15.2%