ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 25, 2023

Total Value ($000): $411,467 (100.0% shares, 0.0% debt)

Holdings (178)

AAPL APPLE INC COM 6.0%
Value ($000) $24,848 Shares 150,682 Est. Cost $137.11 Unrealized +6.1%
PGR PROGRESSIVE CORP COM 4.6%
Value ($000) $18,824 Shares 131,579 Est. Cost $23.88 Unrealized +427.6%
ADP AUTOMATIC DATA PROCESSING INC COM 3.8%
Value ($000) $15,446 Shares 69,378 Est. Cost $68.80 Unrealized +207.4%
KO COCA COLA CO COM 3.6%
Value ($000) $14,851 Shares 239,413 Est. Cost $31.04 Unrealized +78.5%
MSFT MICROSOFT CORP COM 3.2%
Value ($000) $13,102 Shares 45,446 Est. Cost $77.57 Unrealized +221.6%
MCD MCDONALDS CORP COM 2.9%
Value ($000) $12,073 Shares 43,177 Est. Cost $76.49 Unrealized +227.5%
JNJ JOHNSON & JOHNSON COM 2.7%
Value ($000) $11,236 Shares 72,492 Est. Cost $111.53 Unrealized +32.6%
HD HOME DEPOT INC COM 2.5%
Value ($000) $10,390 Shares 35,204 Est. Cost $137.26 Unrealized +107.4%
GPC GENUINE PARTS CO COM 2.4%
Value ($000) $9,711 Shares 58,041 Est. Cost $72.66 Unrealized +113.3%
WMT WALMART INC COM 2.3%
Value ($000) $9,654 Shares 65,472 Est. Cost $22.75 Unrealized +101.3%
XOM EXXON MOBIL CORP COM 2.3%
Value ($000) $9,296 Shares 84,769 Est. Cost $54.34 Unrealized +84.4%
QCOM QUALCOMM INC COM 2.3%
Value ($000) $9,292 Shares 72,830 Est. Cost $51.01 Unrealized +128.2%
INTC INTEL CORP COM 2.2%
Value ($000) $9,241 Shares 282,870 Est. Cost $28.20 Unrealized -2.4%
GOOG ALPHABET INC CAP STK CL C 2.1%
Value ($000) $8,677 Shares 83,434 Est. Cost $110.30 Unrealized -13.1%
LLY LILLY ELI & CO COM 2.1%
Value ($000) $8,614 Shares 25,082 Est. Cost $70.44 Unrealized +368.3%
ABBV ABBVIE INC COM 1.9%
Value ($000) $7,642 Shares 47,954 Est. Cost $101.71 Unrealized +35.8%
CVX CHEVRON 1.9%
Value ($000) $7,639 Shares 46,821 Est. Cost $75.17 Unrealized +97.5%
TFC TRUIST FINL CORP COM 1.8%
Value ($000) $7,602 Shares 222,937 Est. Cost $41.35 Unrealized -9.8%
CB CHUBB LIMITED COM 1.8%
Value ($000) $7,373 Shares 37,972 Est. Cost $140.27 Unrealized +44.5%
VZ VERIZON COMMUNICATIONS INC COM 1.8%
Value ($000) $7,295 Shares 187,570 Est. Cost $39.25 Unrealized -16.7%
UPS UNITED PARCEL SERVICE INC CL B 1.7%
Value ($000) $6,915 Shares 35,648 Est. Cost $80.19 Unrealized +97.2%
CMI CUMMINS INC COM 1.6%
Value ($000) $6,543 Shares 27,390 Est. Cost $123.38 Unrealized +84.8%
CFR CULLEN FROST BANKERS INC COM 1.5%
Value ($000) $6,072 Shares 57,639 Est. Cost $56.53 Unrealized +100.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.4%
Value ($000) $5,854 Shares 18,408 Est. Cost $136.16 Unrealized +121.9%
TROW PRICE T ROWE GROUP INC COM 1.3%
Value ($000) $5,292 Shares 46,872 Est. Cost $149.78 Unrealized -33.6%
WERN WERNER ENTERPRISES INC COM 1.3%
Value ($000) $5,244 Shares 115,272 Est. Cost $30.15 Unrealized +50.6%
SYY SYSCO CORP COM 1.2%
Value ($000) $4,975 Shares 64,419 Est. Cost $34.13 Unrealized +107.1%
MRK MERCK & CO INC COM 1.2%
Value ($000) $4,910 Shares 46,153 Est. Cost $39.93 Unrealized +147.2%
WY WEYERHAEUSER CO MTN BE COM NEW 1.2%
Value ($000) $4,880 Shares 161,963 Est. Cost $20.59 Unrealized +38.9%
CPRT COPART INC COM 1.2%
Value ($000) $4,823 Shares 64,123 Est. Cost $19.14 Unrealized +77.6%
AMGN AMGEN INC COM 1.1%
Value ($000) $4,587 Shares 18,975 Est. Cost $120.11 Unrealized +86.5%
COP CONOCOPHILLIPS COM 1.1%
Value ($000) $4,434 Shares 44,697 Est. Cost $46.79 Unrealized +112.7%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $4,041 Shares 66,238 Est. Cost $36.79 Unrealized +43.3%
PAYX PAYCHEX INC COM 0.9%
Value ($000) $3,734 Shares 32,583 Est. Cost $61.76 Unrealized +68.9%
TECH BIO-TECHNE CORP COM 0.9%
Value ($000) $3,720 Shares 50,145 Est. Cost $66.78 Unrealized +13.8%
CSX CSX CORP COM 0.8%
Value ($000) $3,480 Shares 116,245 Est. Cost $30.02 Unrealized -1.8%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $3,464 Shares 41,749 Est. Cost $54.98 Unrealized +35.8%
KMB KIMBERLY-CLARK CORP COM 0.8%
Value ($000) $3,356 Shares 25,002 Est. Cost $79.35 Unrealized +46.5%
PFE PFIZER INC COM 0.7%
Value ($000) $3,016 Shares 73,915 Est. Cost $23.77 Unrealized +53.7%
COST COSTCO WHSL CORP NEW COM 0.7%
Value ($000) $3,014 Shares 6,065 Est. Cost $152.79 Unrealized +208.4%
MMS MAXIMUS INC COM 0.7%
Value ($000) $2,968 Shares 37,717 Est. Cost $72.67 Unrealized +6.0%
JPM JPMORGAN CHASE & CO COM 0.7%
Value ($000) $2,878 Shares 22,086 Est. Cost $107.31 Unrealized +19.4%
CTAS CINTAS CORP COM 0.7%
Value ($000) $2,862 Shares 6,186 Est. Cost $29.76 Unrealized +261.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.7%
Value ($000) $2,857 Shares 24,214 Est. Cost $103.96 Unrealized -2.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.7%
Value ($000) $2,683 Shares 27,810 Est. Cost $56.42 Unrealized +56.3%
PATTERSON COS INC COM 0.6%
Value ($000) $2,539 Shares 94,832 Est. Cost $23515.96 Unrealized
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,501 Shares 28,705 Est. Cost $63.30 Unrealized +30.5%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $2,424 Shares 14,858 Est. Cost $106.65 Unrealized +37.2%
SBUX STARBUCKS CORP COM 0.6%
Value ($000) $2,294 Shares 22,028 Est. Cost $92.75 Unrealized +4.6%
TFX TELEFLEX INCORPORATED COM 0.5%
Value ($000) $2,239 Shares 8,838 Est. Cost $125.35 Unrealized +89.0%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $2,206 Shares 22,032 Est. Cost $132.46 Unrealized -25.6%
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $2,118 Shares 7,008 Est. Cost $288.10 Unrealized -9.5%
AFL AFLAC INC COM 0.5%
Value ($000) $2,092 Shares 32,430 Est. Cost $36.23 Unrealized +77.4%
ACTIVISION BLIZZARD INC COM 0.5%
Value ($000) $2,055 Shares 24,004 Est. Cost $66213.74 Unrealized
PKG PACKAGING CORP AMER COM 0.5%
Value ($000) $1,914 Shares 13,783 Est. Cost $79.86 Unrealized +56.6%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,789 Shares 35,351 Est. Cost $40.51 Unrealized +24.8%
EXPD EXPEDITORS INTL WASH INC COM 0.4%
Value ($000) $1,639 Shares 14,880 Est. Cost $115.08 Unrealized -9.0%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,532 Shares 10,304 Est. Cost $73.04 Unrealized +82.4%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $1,476 Shares 7,936 Est. Cost $149.48 Unrealized +7.9%
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,470 Shares 52,427 Est. Cost $34.62 Unrealized -18.6%
LEG LEGGETT & PLATT INC COM 0.3%
Value ($000) $1,349 Shares 42,329 Est. Cost $40.43 Unrealized -16.7%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,281 Shares 5,189 Est. Cost $177.38 Unrealized +27.6%
ENVA ENOVA INTL INC COM 0.3%
Value ($000) $1,270 Shares 28,582 Est. Cost $37.14 Unrealized +22.1%
NVDA NVIDIA CORPORATION COM 0.3%
Value ($000) $1,227 Shares 4,418 Est. Cost $22.10 Unrealized -2.2%
WU WESTERN UN CO COM 0.3%
Value ($000) $1,166 Shares 104,578 Est. Cost $19221.01 Unrealized
WEC WEC ENERGY GROUP INC COM 0.3%
Value ($000) $1,163 Shares 12,267 Est. Cost $77.08 Unrealized +8.4%
SO SOUTHERN CO COM 0.3%
Value ($000) $1,078 Shares 15,489 Est. Cost $46.30 Unrealized +31.0%
RNR RENAISSANCERE HLDGS LTD COM 0.3%
Value ($000) $1,070 Shares 5,339 Est. Cost $187.16 Unrealized +7.6%
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,060 Shares 4,352 Est. Cost $84.80 Unrealized +156.7%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1,055 Shares 10,673 Est. Cost $97981.66 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,021 Shares 5,000 Est. Cost $120203.76 Unrealized
PNR PENTAIR PLC SHS 0.2%
Value ($000) $1,019 Shares 18,440 Est. Cost $40.62 Unrealized +26.5%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $985 Shares 12,782 Est. Cost $73.14 Unrealized -3.4%
IDCC INTERDIGITAL INC COM 0.2%
Value ($000) $961 Shares 13,175 Est. Cost $70.25 Unrealized -0.9%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $922 Shares 9,096 Est. Cost $61.64 Unrealized +48.7%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $903 Shares 9,436 Est. Cost $54.29 Unrealized +56.2%
AMZN AMAZON COM INC COM 0.2%
Value ($000) $895 Shares 8,665 Est. Cost $123.79 Unrealized -22.0%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $893 Shares 5,677 Est. Cost $88.86 Unrealized +54.2%
CMP COMPASS MINERALS INTL INC COM 0.2%
Value ($000) $869 Shares 25,333 Est. Cost $51.39 Unrealized -24.2%
ROST ROSS STORES INC COM 0.2%
Value ($000) $846 Shares 7,971 Est. Cost $68.19 Unrealized +59.5%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $806 Shares 4,215 Est. Cost $79.20 Unrealized +123.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $763 Shares 2,470 Est. Cost $187.96 Unrealized +64.0%
TGT TARGET CORP COM 0.2%
Value ($000) $756 Shares 4,565 Est. Cost $81.55 Unrealized +82.3%
WTRG ESSENTIAL UTILS INC COM 0.2%
Value ($000) $720 Shares 16,500 Est. Cost $48.23 Unrealized -6.5%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $704 Shares 17,653 Est. Cost $31.42 Unrealized +24.4%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $703 Shares 20,331 Est. Cost $61566.31 Unrealized
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $700 Shares 1,462 Est. Cost $642.78 Unrealized -27.2%
BA BOEING CO COM 0.2%
Value ($000) $678 Shares 3,190 Est. Cost $180.03 Unrealized +15.4%
PEP PEPSICO INC COM 0.2%
Value ($000) $653 Shares 3,580 Est. Cost $110.73 Unrealized +43.3%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $593 Shares 6,708 Est. Cost $44.27 Unrealized +82.2%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $575 Shares 8,949 Est. Cost $62.49 Unrealized -2.2%
MMM 3M CO COM 0.1%
Value ($000) $565 Shares 5,378 Est. Cost $102.63 Unrealized -17.3%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $560 Shares 8,027 Est. Cost $114.28 Unrealized -44.9%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $558 Shares 5,678 Est. Cost $119.67 Unrealized -20.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $549 Shares 9,824 Est. Cost $59.65 Unrealized -15.2%
MED MEDIFAST INC COM 0.1%
Value ($000) $543 Shares 5,237 Est. Cost $183.39 Unrealized -42.8%
MKC MCCORMICK CO INC COM NON VTG 0.1%
Value ($000) $541 Shares 6,505 Est. Cost $67.73 Unrealized +5.0%
NFLX NETFLIX INC COM 0.1%
Value ($000) $531 Shares 1,536 Est. Cost $26.46 Unrealized +25.1%
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $517 Shares 1,445 Est. Cost $228.76 Unrealized +49.6%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $500 Shares 1,742 Est. Cost $117.55 Unrealized +129.8%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $495 Shares 1,939 Est. Cost $257.42 Unrealized -4.3%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $462 Shares 4,832 Est. Cost $61.56 Unrealized +7.1%
META META PLATFORMS INC CL A 0.1%
Value ($000) $461 Shares 2,177 Est. Cost $294.09 Unrealized -42.5%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $451 Shares 17,777 Est. Cost $28816.18 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $442 Shares 810 Est. Cost $394.37 Unrealized +30.1%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $442 Shares 5,481 Est. Cost $93.83 Unrealized -20.6%
FAST FASTENAL CO COM 0.1%
Value ($000) $425 Shares 7,887 Est. Cost $26.47 Unrealized -9.7%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $420 Shares 2,521 Est. Cost $197.21 Unrealized -19.4%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $399 Shares 4,476 Est. Cost $52.79 Unrealized +58.9%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $383 Shares 3,853 Est. Cost $78537.94 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $382 Shares 1,533 Est. Cost $160570.86 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $367 Shares 896 Est. Cost $331086.40 Unrealized
MAS MASCO CORP COM 0.1%
Value ($000) $354 Shares 7,120 Est. Cost $20.15 Unrealized +142.7%
GL GLOBE LIFE INC COM 0.1%
Value ($000) $353 Shares 3,207 Est. Cost $86.50 Unrealized +32.5%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $353 Shares 850 Est. Cost $199.15 Unrealized +103.1%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $345 Shares 202 Est. Cost $27.21 Unrealized +15.5%
HODGES SMALL CAP RETAIL 0.1%
Value ($000) $336 Shares 17,549 Est. Cost $15763.34 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $329 Shares 2,490 Est. Cost $200.00 Unrealized -28.8%
NEXTERA ENERGY INC UNIT 09/01/23 0.1%
Value ($000) $315 Shares 6,450 Est. Cost $47055.78 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $314 Shares 2,395 Est. Cost $102.52 Unrealized +17.8%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $303 Shares 16,326 Est. Cost $6.91 Unrealized +175.5%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $300 Shares 6,748 Est. Cost $47519.86 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $300 Shares 2,222 Est. Cost $35.20 Unrealized +234.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $291 Shares 4,358 Est. Cost $49889.87 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $286 Shares 7,040 Est. Cost $52.11 Unrealized -24.3%
NUE NUCOR CORP COM 0.1%
Value ($000) $285 Shares 1,844 Est. Cost $104.10 Unrealized +46.3%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $284 Shares 1,553 Est. Cost $133.39 Unrealized +37.3%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $279 Shares 3,832 Est. Cost $54009.92 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $278 Shares 3,695 Est. Cost $53.31 Unrealized +30.6%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $276 Shares 2,002 Est. Cost $90385.23 Unrealized
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $270 Shares 6,030 Est. Cost $42213.06 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $263 Shares 1,168 Est. Cost $274.41 Unrealized -18.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $262 Shares 2,592 Est. Cost $67.43 Unrealized +48.3%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $240 Shares 2,318 Est. Cost $107.25 Unrealized -11.2%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $239 Shares 10,000 Est. Cost $24056.03 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $224 Shares 994 Est. Cost $162.78 Unrealized +33.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $214 Shares 2,298 Est. Cost $87.98 Unrealized -3.6%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $202 Shares 11,904 Est. Cost $17.01 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $199 Shares 2,033 Est. Cost $68.28 Unrealized +35.2%
AMCOR PLC ORD 0.0%
Value ($000) $197 Shares 17,286 Est. Cost $8.89 Unrealized +14.1%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $185 Shares 5,537 Est. Cost $31599.97 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $177 Shares 636 Est. Cost $272.74 Unrealized +1.5%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $176 Shares 250 Est. Cost $465.09 Unrealized +43.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $172 Shares 2,949 Est. Cost $35.40 Unrealized +49.1%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $167 Shares 354 Est. Cost $365.28 Unrealized +18.6%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $167 Shares 3,426 Est. Cost $42155.39 Unrealized
VGHAX VANGUARD HEALTH CARE ADM 0.0%
Value ($000) $167 Shares 1,928 Est. Cost $84338.52 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $159 Shares 4,045 Est. Cost $60.05 Unrealized -38.9%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $155 Shares 1,412 Est. Cost $115.05 Unrealized -12.1%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $153 Shares 1,158 Est. Cost $108.77 Unrealized +11.9%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $150 Shares 708 Est. Cost $206.67 Unrealized +4.9%
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $150 Shares 3,370 Est. Cost $51700.00 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $149 Shares 4,217 Est. Cost $30.87 Unrealized +4.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $142 Shares 605 Est. Cost $40.72 Unrealized +6.3%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $141 Shares 171 Est. Cost $750.05 Unrealized 0.0%
FFIV F5 INC COM 0.0%
Value ($000) $138 Shares 950 Est. Cost $159.54 Unrealized -9.5%
BAC BANK AMERICA CORP COM 0.0%
Value ($000) $137 Shares 4,798 Est. Cost $30.59 Unrealized -0.0%
RPM RPM INTL INC COM 0.0%
Value ($000) $137 Shares 1,572 Est. Cost $88.24 Unrealized -0.7%
DSFRX Domini Impact Equity Y 0.0%
Value ($000) $136 Shares 4,875 Est. Cost $25.31 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $135 Shares 286 Est. Cost $434.68 Unrealized +5.2%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $135 Shares 1,483 Est. Cost $73.77 Unrealized +11.2%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $135 Shares 234 Est. Cost $616.17 Unrealized -9.3%
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $132 Shares 347 Est. Cost $440917.66 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $131 Shares 349 Est. Cost $329211.60 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $127 Shares 2,010 Est. Cost $71382.52 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $122 Shares 1,336 Est. Cost $90.27 Unrealized
T AT&T INC COM 0.0%
Value ($000) $120 Shares 6,222 Est. Cost $15.21 Unrealized +7.6%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $117 Shares 2,348 Est. Cost $54291.37 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $117 Shares 2,851 Est. Cost $36.86 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $113 Shares 716 Est. Cost $127.85 Unrealized +6.6%
NORDSTROM INC COM 0.0%
Value ($000) $113 Shares 6,940 Est. Cost $37058.93 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $112 Shares 1,000 Est. Cost $93.48 Unrealized +9.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $112 Shares 1,363 Est. Cost $71.08 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $111 Shares 555 Est. Cost $219.81 Unrealized -12.6%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value ($000) $107 Shares 826 Est. Cost $130.04 Unrealized
CSCO CISCO SYS INC COM 0.0%
Value ($000) $105 Shares 2,010 Est. Cost $44.85 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $102 Shares 1,476 Est. Cost $47.70 Unrealized +28.9%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $100 Shares 406 Est. Cost $290278.30 Unrealized