ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 4, 2023

Total Value ($000): $404,011 (100.0% shares, 0.0% debt)

Holdings (178)

AAPL APPLE INC COM 4.7%
Value ($000) $19,032 Shares 152,172 Est. Cost $137.11 Unrealized +2.6%
PGR PROGRESSIVE CORP COM 4.3%
Value ($000) $17,446 Shares 134,056 Est. Cost $23.88 Unrealized +384.4%
ADP AUTOMATIC DATA PROCESSING INC COM 4.1%
Value ($000) $16,482 Shares 69,351 Est. Cost $68.80 Unrealized +232.9%
KO COCA COLA CO COM 3.7%
Value ($000) $15,119 Shares 240,182 Est. Cost $31.04 Unrealized +76.9%
JNJ JOHNSON & JOHNSON COM 3.2%
Value ($000) $12,795 Shares 71,808 Est. Cost $111.53 Unrealized +40.8%
MCD MCDONALDS CORP COM 2.9%
Value ($000) $11,609 Shares 43,919 Est. Cost $76.49 Unrealized +220.6%
MSFT MICROSOFT CORP COM 2.7%
Value ($000) $11,015 Shares 45,974 Est. Cost $77.57 Unrealized +201.7%
HD HOME DEPOT INC COM 2.7%
Value ($000) $10,944 Shares 34,641 Est. Cost $134.87 Unrealized +108.5%
GPC GENUINE PARTS CO COM 2.4%
Value ($000) $9,868 Shares 58,111 Est. Cost $72.66 Unrealized +119.0%
XOM EXXON MOBIL CORP COM 2.4%
Value ($000) $9,834 Shares 92,333 Est. Cost $54.34 Unrealized +77.2%
TFC TRUIST FINL CORP COM 2.4%
Value ($000) $9,718 Shares 222,734 Est. Cost $41.35 Unrealized -10.3%
LLY LILLY ELI & CO COM 2.4%
Value ($000) $9,705 Shares 26,590 Est. Cost $70.44 Unrealized +390.9%
WMT WALMART INC COM 2.3%
Value ($000) $9,378 Shares 65,308 Est. Cost $22.75 Unrealized +100.7%
INTC INTEL CORP COM 2.1%
Value ($000) $8,527 Shares 318,996 Est. Cost $28.20 Unrealized -5.5%
CB CHUBB LIMITED COM 2.1%
Value ($000) $8,402 Shares 38,058 Est. Cost $140.27 Unrealized +42.5%
CVX CHEVRON 2.0%
Value ($000) $8,027 Shares 46,135 Est. Cost $74.08 Unrealized +106.8%
QCOM QUALCOMM INC COM 1.9%
Value ($000) $7,780 Shares 72,575 Est. Cost $51.01 Unrealized +113.4%
ABBV ABBVIE INC COM 1.9%
Value ($000) $7,729 Shares 47,598 Est. Cost $101.71 Unrealized +34.9%
CFR CULLEN FROST BANKERS INC COM 1.8%
Value ($000) $7,464 Shares 57,309 Est. Cost $56.53 Unrealized +127.3%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $7,276 Shares 81,119 Est. Cost $110.71 Unrealized -14.4%
VZ VERIZON COMMUNICATIONS INC COM 1.7%
Value ($000) $7,070 Shares 176,216 Est. Cost $39.67 Unrealized -22.5%
CMI CUMMINS INC COM 1.6%
Value ($000) $6,618 Shares 27,456 Est. Cost $123.38 Unrealized +78.9%
UPS UNITED PARCEL SERVICE INC CL B 1.5%
Value ($000) $6,135 Shares 35,001 Est. Cost $78.74 Unrealized +88.0%
MRK MERCK & CO INC COM 1.3%
Value ($000) $5,157 Shares 46,398 Est. Cost $39.93 Unrealized +132.4%
COP CONOCOPHILLIPS COM 1.2%
Value ($000) $5,047 Shares 44,619 Est. Cost $46.79 Unrealized +133.8%
AMGN AMGEN INC COM 1.2%
Value ($000) $5,045 Shares 19,282 Est. Cost $120.11 Unrealized +102.1%
WY WEYERHAEUSER CO MTN BE COM NEW 1.2%
Value ($000) $5,001 Shares 162,047 Est. Cost $20.59 Unrealized +33.9%
TROW PRICE T ROWE GROUP INC COM 1.2%
Value ($000) $4,930 Shares 45,167 Est. Cost $151.68 Unrealized -35.7%
SYY SYSCO CORP COM 1.2%
Value ($000) $4,887 Shares 64,308 Est. Cost $34.13 Unrealized +116.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.2%
Value ($000) $4,813 Shares 18,498 Est. Cost $136.16 Unrealized +89.9%
WERN WERNER ENTERPRISES INC COM 1.2%
Value ($000) $4,709 Shares 115,731 Est. Cost $30.15 Unrealized +35.2%
TECH BIO-TECHNE CORP COM 1.0%
Value ($000) $4,161 Shares 50,420 Est. Cost $66.78 Unrealized +17.2%
CPRT COPART INC COM 1.0%
Value ($000) $4,072 Shares 66,261 Est. Cost $19.14 Unrealized +56.4%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $3,932 Shares 65,168 Est. Cost $36.53 Unrealized +45.1%
PAYX PAYCHEX INC COM 0.9%
Value ($000) $3,779 Shares 32,630 Est. Cost $61.76 Unrealized +72.6%
PFE PFIZER INC COM 0.9%
Value ($000) $3,772 Shares 73,592 Est. Cost $23.77 Unrealized +69.0%
GILD GILEAD SCIENCES INC COM 0.9%
Value ($000) $3,577 Shares 41,885 Est. Cost $54.98 Unrealized +28.8%
CSX CSX CORP COM 0.9%
Value ($000) $3,540 Shares 114,646 Est. Cost $30.03 Unrealized -4.3%
KMB KIMBERLY-CLARK CORP COM 0.8%
Value ($000) $3,426 Shares 24,990 Est. Cost $79.35 Unrealized +42.1%
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $2,984 Shares 22,086 Est. Cost $107.31 Unrealized +9.6%
DUK DUKE ENERGY CORP NEW COM NEW 0.7%
Value ($000) $2,868 Shares 27,654 Est. Cost $56.42 Unrealized +50.3%
MMS MAXIMUS INC COM 0.7%
Value ($000) $2,784 Shares 37,660 Est. Cost $72.67 Unrealized -11.2%
CTAS CINTAS CORP COM 0.7%
Value ($000) $2,778 Shares 6,186 Est. Cost $29.76 Unrealized +253.6%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $2,767 Shares 6,105 Est. Cost $152.79 Unrealized +206.8%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $2,754 Shares 28,649 Est. Cost $63.30 Unrealized +33.5%
PATTERSON COS INC COM 0.7%
Value ($000) $2,657 Shares 95,332 Est. Cost $23515.96 Unrealized
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $2,333 Shares 14,858 Est. Cost $106.65 Unrealized +43.6%
AFL AFLAC INC COM 0.6%
Value ($000) $2,305 Shares 32,201 Est. Cost $36.23 Unrealized +72.5%
TFX TELEFLEX INCORPORATED COM 0.5%
Value ($000) $2,208 Shares 8,838 Est. Cost $125.35 Unrealized +71.8%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $2,185 Shares 21,668 Est. Cost $92.68 Unrealized -5.5%
DVN DEVON ENERGY CORP NEW COM 0.5%
Value ($000) $2,055 Shares 35,351 Est. Cost $40.51 Unrealized +46.5%
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $1,872 Shares 6,827 Est. Cost $288.82 Unrealized -11.2%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $1,851 Shares 20,800 Est. Cost $134.47 Unrealized -30.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $1,828 Shares 20,194 Est. Cost $104.54 Unrealized -22.3%
ACTIVISION BLIZZARD INC COM 0.4%
Value ($000) $1,814 Shares 23,591 Est. Cost $67371.42 Unrealized
PKG PACKAGING CORP AMER COM 0.4%
Value ($000) $1,768 Shares 13,699 Est. Cost $79.86 Unrealized +43.0%
EXPD EXPEDITORS INTL WASH INC COM 0.4%
Value ($000) $1,575 Shares 15,004 Est. Cost $115.08 Unrealized -13.9%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,559 Shares 10,287 Est. Cost $73.04 Unrealized +77.7%
WU WESTERN UN CO COM 0.4%
Value ($000) $1,474 Shares 104,578 Est. Cost $19221.01 Unrealized
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,464 Shares 52,857 Est. Cost $34.62 Unrealized -22.9%
LEG LEGGETT & PLATT INC COM 0.3%
Value ($000) $1,354 Shares 41,508 Est. Cost $40.57 Unrealized -17.0%
CMP COMPASS MINERALS INTL INC COM 0.3%
Value ($000) $1,251 Shares 30,039 Est. Cost $51.39 Unrealized -21.9%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,190 Shares 5,188 Est. Cost $177.38 Unrealized +17.3%
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $1,138 Shares 12,082 Est. Cost $76.98 Unrealized +7.5%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,105 Shares 13,182 Est. Cost $73.14 Unrealized +0.9%
ENVA ENOVA INTL INC COM 0.3%
Value ($000) $1,083 Shares 28,042 Est. Cost $36.98 Unrealized -1.3%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,068 Shares 14,856 Est. Cost $45.69 Unrealized +30.5%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $996 Shares 5,359 Est. Cost $187.16 Unrealized -10.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $988 Shares 5,187 Est. Cost $120203.76 Unrealized
DISCOVER FINL SVCS COM 0.2%
Value ($000) $980 Shares 10,103 Est. Cost $103504.09 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $958 Shares 4,346 Est. Cost $84.80 Unrealized +132.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $944 Shares 5,786 Est. Cost $145.07 Unrealized +4.7%
ROST ROSS STORES INC COM 0.2%
Value ($000) $923 Shares 7,971 Est. Cost $68.19 Unrealized +44.5%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $919 Shares 9,096 Est. Cost $61.64 Unrealized +48.2%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $903 Shares 5,677 Est. Cost $88.86 Unrealized +50.2%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $896 Shares 9,356 Est. Cost $54.29 Unrealized +50.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $879 Shares 4,103 Est. Cost $76.54 Unrealized +133.6%
PNR PENTAIR PLC SHS 0.2%
Value ($000) $826 Shares 18,280 Est. Cost $40.62 Unrealized +3.0%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $778 Shares 16,150 Est. Cost $48.30 Unrealized -6.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $765 Shares 2,470 Est. Cost $187.96 Unrealized +58.0%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $756 Shares 20,331 Est. Cost $61566.31 Unrealized
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $737 Shares 16,108 Est. Cost $30.68 Unrealized +36.6%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $735 Shares 8,570 Est. Cost $124.09 Unrealized -20.4%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $725 Shares 1,717 Est. Cost $642.78 Unrealized -37.2%
IDCC INTERDIGITAL INC COM 0.2%
Value ($000) $718 Shares 12,778 Est. Cost $70.27 Unrealized -30.6%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $710 Shares 9,412 Est. Cost $74867.41 Unrealized
TGT TARGET CORP COM 0.2%
Value ($000) $682 Shares 4,498 Est. Cost $80.55 Unrealized +75.0%
MMM 3M CO COM 0.2%
Value ($000) $658 Shares 5,370 Est. Cost $102.63 Unrealized -11.6%
PEP PEPSICO INC COM 0.2%
Value ($000) $652 Shares 3,636 Est. Cost $110.73 Unrealized +45.3%
NVDA NVIDIA CORPORATION COM 0.2%
Value ($000) $632 Shares 4,418 Est. Cost $22.10 Unrealized -33.7%
MED MEDIFAST INC COM 0.1%
Value ($000) $603 Shares 5,242 Est. Cost $183.39 Unrealized -40.7%
BA BOEING CO COM 0.1%
Value ($000) $583 Shares 2,985 Est. Cost $178.12 Unrealized -8.2%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $571 Shares 9,074 Est. Cost $60.40 Unrealized -11.2%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $567 Shares 5,511 Est. Cost $120.40 Unrealized -24.2%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $562 Shares 8,654 Est. Cost $62.54 Unrealized +1.8%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $547 Shares 6,668 Est. Cost $44.27 Unrealized +67.0%
MKC MCCORMICK CO INC COM NON VTG 0.1%
Value ($000) $543 Shares 6,500 Est. Cost $67.73 Unrealized +10.5%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $497 Shares 1,622 Est. Cost $106.26 Unrealized +144.2%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $482 Shares 1,445 Est. Cost $228.76 Unrealized +29.2%
NFLX NETFLIX INC COM 0.1%
Value ($000) $468 Shares 1,586 Est. Cost $26.46 Unrealized +6.0%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $416 Shares 17,777 Est. Cost $28816.18 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $411 Shares 4,832 Est. Cost $61.56 Unrealized -21.4%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $408 Shares 8,176 Est. Cost $114.28 Unrealized -62.0%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $407 Shares 4,476 Est. Cost $52.79 Unrealized +53.4%
GL GLOBE LIFE INC COM 0.1%
Value ($000) $384 Shares 3,207 Est. Cost $86.50 Unrealized +28.9%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $382 Shares 810 Est. Cost $394.37 Unrealized +9.3%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $379 Shares 2,494 Est. Cost $147338.53 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $369 Shares 7,785 Est. Cost $26.50 Unrealized -14.6%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $358 Shares 1,349 Est. Cost $262.26 Unrealized -7.0%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $357 Shares 3,853 Est. Cost $78537.94 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $354 Shares 16,493 Est. Cost $6.91 Unrealized +171.9%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $349 Shares 860 Est. Cost $199.15 Unrealized +107.3%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $343 Shares 2,336 Est. Cost $200.23 Unrealized -28.5%
MAS MASCO CORP COM 0.1%
Value ($000) $337 Shares 7,112 Est. Cost $20.15 Unrealized +125.8%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $335 Shares 3,022 Est. Cost $35.20 Unrealized +202.4%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $334 Shares 875 Est. Cost $339022.66 Unrealized
META META PLATFORMS INC CL A 0.1%
Value ($000) $325 Shares 2,608 Est. Cost $294.09 Unrealized -60.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $325 Shares 2,295 Est. Cost $101.73 Unrealized +21.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $324 Shares 1,533 Est. Cost $160570.86 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $318 Shares 4,061 Est. Cost $100.58 Unrealized -27.0%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $318 Shares 2,210 Est. Cost $207.30 Unrealized -31.4%
HODGES SMALL CAP RETAIL 0.1%
Value ($000) $315 Shares 17,549 Est. Cost $15763.34 Unrealized
NEXTERA ENERGY INC UNIT 09/01/23 0.1%
Value ($000) $314 Shares 6,250 Est. Cost $48560.00 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $300 Shares 5,869 Est. Cost $54.64 Unrealized -9.2%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $295 Shares 6,748 Est. Cost $47519.86 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $288 Shares 2,625 Est. Cost $67.43 Unrealized +44.8%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $282 Shares 3,562 Est. Cost $52.70 Unrealized +32.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $281 Shares 205 Est. Cost $27.21 Unrealized +9.8%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $281 Shares 2,002 Est. Cost $90385.23 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $280 Shares 1,168 Est. Cost $274.41 Unrealized -18.1%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $277 Shares 3,832 Est. Cost $54009.92 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $271 Shares 4,358 Est. Cost $49889.87 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $261 Shares 1,553 Est. Cost $133.39 Unrealized +32.0%
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $250 Shares 6,030 Est. Cost $42213.06 Unrealized
BIIB BIOGEN INC COM 0.1%
Value ($000) $244 Shares 896 Est. Cost $272.74 Unrealized +3.6%
V VISA INC COM CL A 0.1%
Value ($000) $244 Shares 1,175 Est. Cost $162.78 Unrealized +21.0%
NUE NUCOR CORP COM 0.1%
Value ($000) $242 Shares 1,844 Est. Cost $104.10 Unrealized +24.5%
VFC V F CORP COM 0.1%
Value ($000) $224 Shares 8,085 Est. Cost $61.99 Unrealized -52.6%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $207 Shares 9,400 Est. Cost $25590.00 Unrealized
AMCOR PLC ORD 0.1%
Value ($000) $206 Shares 17,286 Est. Cost $8.89 Unrealized +15.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $199 Shares 2,949 Est. Cost $35.40 Unrealized +60.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $186 Shares 1,848 Est. Cost $65.88 Unrealized +33.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $185 Shares 5,537 Est. Cost $31599.97 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $180 Shares 2,018 Est. Cost $109.04 Unrealized -13.5%
ORCL ORACLE CORP COM 0.0%
Value ($000) $176 Shares 2,106 Est. Cost $88.27 Unrealized -17.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $169 Shares 354 Est. Cost $365.28 Unrealized +16.8%
VGHAX VANGUARD HEALTH CARE ADM 0.0%
Value ($000) $167 Shares 1,865 Est. Cost $87184.57 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $166 Shares 1,412 Est. Cost $115.05 Unrealized -11.8%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $166 Shares 3,521 Est. Cost $42155.39 Unrealized
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $166 Shares 4,944 Est. Cost $30.59 Unrealized +3.7%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $159 Shares 642 Est. Cost $205.63 Unrealized +7.2%
LOW LOWES COS INC COM 0.0%
Value ($000) $154 Shares 772 Est. Cost $219.81 Unrealized -14.4%
RPM RPM INTL INC COM 0.0%
Value ($000) $153 Shares 1,565 Est. Cost $88.24 Unrealized +9.9%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $149 Shares 2,068 Est. Cost $47.70 Unrealized +36.8%
FFIV F5 INC COM 0.0%
Value ($000) $149 Shares 1,030 Est. Cost $159.54 Unrealized -8.2%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $148 Shares 286 Est. Cost $434.68 Unrealized +15.1%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $148 Shares 250 Est. Cost $465.09 Unrealized +13.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $147 Shares 1,158 Est. Cost $108.77 Unrealized +4.9%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $140 Shares 3,370 Est. Cost $51700.00 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $137 Shares 4,217 Est. Cost $30.87 Unrealized -3.7%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $135 Shares 605 Est. Cost $40.72 Unrealized -1.2%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $133 Shares 4,070 Est. Cost $60.05 Unrealized -49.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $129 Shares 234 Est. Cost $616.17 Unrealized -14.8%
NORDSTROM INC COM 0.0%
Value ($000) $124 Shares 7,880 Est. Cost $37058.93 Unrealized
DSFRX Domini Impact Equity Y 0.0%
Value ($000) $123 Shares 4,863 Est. Cost $25.31 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $122 Shares 346 Est. Cost $440917.66 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $122 Shares 1,283 Est. Cost $72.48 Unrealized +11.6%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $121 Shares 346 Est. Cost $329211.60 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $118 Shares 2,010 Est. Cost $71382.52 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $118 Shares 1,000 Est. Cost $93.48 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $117 Shares 2,348 Est. Cost $54291.37 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $107 Shares 826 Est. Cost $130.04 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $107 Shares 406 Est. Cost $290278.30 Unrealized
T AT&T INC COM 0.0%
Value ($000) $107 Shares 5,712 Est. Cost $15.11 Unrealized 0.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $103 Shares 431 Est. Cost $206.59 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $102 Shares 2,615 Est. Cost $31.84 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $102 Shares 716 Est. Cost $127.85 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $101 Shares 1,119 Est. Cost $90.08 Unrealized