ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 3, 2024

Total Value ($000): $436,310 (100.0% shares, 0.0% debt)

Holdings (179)

AAPL APPLE INC COM 6.4%
Value ($000) $28,050 Shares 145,692 Est. Cost $137.11 Unrealized +33.3%
PGR PROGRESSIVE CORP COM 4.6%
Value ($000) $20,095 Shares 126,161 Est. Cost $23.88 Unrealized +500.3%
MSFT MICROSOFT CORP COM 4.4%
Value ($000) $19,113 Shares 50,825 Est. Cost $106.33 Unrealized +229.5%
ADP AUTOMATIC DATA PROCESSING INC COM 3.6%
Value ($000) $15,742 Shares 67,569 Est. Cost $68.80 Unrealized +222.7%
KO COCA COLA CO COM 3.1%
Value ($000) $13,652 Shares 231,670 Est. Cost $31.04 Unrealized +71.6%
LLY ELI LILLY & CO COM 3.1%
Value ($000) $13,597 Shares 23,324 Est. Cost $70.44 Unrealized +716.4%
MCD MCDONALDS CORP COM 2.8%
Value ($000) $12,388 Shares 41,779 Est. Cost $76.49 Unrealized +238.2%
INTC INTEL CORP COM 2.8%
Value ($000) $12,072 Shares 240,231 Est. Cost $28.20 Unrealized +42.0%
HD HOME DEPOT INC COM 2.8%
Value ($000) $12,040 Shares 34,743 Est. Cost $137.26 Unrealized +114.0%
GOOG ALPHABET INC CAP STK CL C 2.7%
Value ($000) $11,606 Shares 82,356 Est. Cost $110.50 Unrealized +21.9%
JNJ JOHNSON & JOHNSON COM 2.6%
Value ($000) $11,233 Shares 71,663 Est. Cost $111.53 Unrealized +28.7%
QCOM QUALCOMM INC COM 2.4%
Value ($000) $10,640 Shares 73,564 Est. Cost $52.31 Unrealized +126.2%
WMT WALMART INC COM 2.3%
Value ($000) $10,248 Shares 65,002 Est. Cost $22.75 Unrealized +127.0%
CB CHUBB LIMITED COM 1.9%
Value ($000) $8,392 Shares 37,134 Est. Cost $140.27 Unrealized +52.4%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $8,385 Shares 83,864 Est. Cost $54.34 Unrealized +79.6%
TFC TRUIST FINL CORP COM 1.8%
Value ($000) $8,030 Shares 217,508 Est. Cost $41.35 Unrealized -31.8%
GPC GENUINE PARTS CO COM 1.8%
Value ($000) $7,858 Shares 56,736 Est. Cost $72.66 Unrealized +76.8%
ABBV ABBVIE INC COM 1.7%
Value ($000) $7,288 Shares 47,029 Est. Cost $101.71 Unrealized +33.4%
CVX CHEVRON 1.6%
Value ($000) $6,891 Shares 46,199 Est. Cost $75.17 Unrealized +83.3%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value ($000) $6,745 Shares 178,925 Est. Cost $39.25 Unrealized -21.0%
CMI CUMMINS INC COM 1.5%
Value ($000) $6,414 Shares 26,772 Est. Cost $123.38 Unrealized +75.7%
CFR CULLEN FROST BANKERS INC COM 1.4%
Value ($000) $6,064 Shares 55,893 Est. Cost $56.53 Unrealized +60.3%
UPS UNITED PARCEL SERVICE INC CL B 1.4%
Value ($000) $5,976 Shares 38,006 Est. Cost $84.67 Unrealized +58.6%
CPRT COPART INC COM 1.4%
Value ($000) $5,906 Shares 120,529 Est. Cost $31.69 Unrealized +49.1%
WY WEYERHAEUSER CO MTN BE COM NEW 1.3%
Value ($000) $5,481 Shares 157,648 Est. Cost $20.59 Unrealized +41.5%
AMGN AMGEN INC COM 1.2%
Value ($000) $5,412 Shares 18,791 Est. Cost $120.11 Unrealized +112.4%
COP CONOCOPHILLIPS COM 1.1%
Value ($000) $4,950 Shares 42,643 Est. Cost $46.79 Unrealized +134.5%
MRK MERCK & CO INC COM 1.1%
Value ($000) $4,941 Shares 45,323 Est. Cost $39.93 Unrealized +142.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.1%
Value ($000) $4,889 Shares 17,886 Est. Cost $136.16 Unrealized +67.7%
TROW PRICE T ROWE GROUP INC COM 1.1%
Value ($000) $4,833 Shares 44,883 Est. Cost $149.78 Unrealized -40.1%
WERN WERNER ENTERPRISES INC COM 1.1%
Value ($000) $4,756 Shares 112,252 Est. Cost $30.15 Unrealized +29.9%
SYY SYSCO CORP COM 1.0%
Value ($000) $4,448 Shares 60,826 Est. Cost $34.13 Unrealized +90.1%
JPM JPMORGAN CHASE & CO COM 1.0%
Value ($000) $4,360 Shares 25,633 Est. Cost $111.32 Unrealized +30.2%
CSX CSX CORP COM 0.9%
Value ($000) $3,960 Shares 114,207 Est. Cost $30.02 Unrealized +2.8%
PAYX PAYCHEX INC COM 0.9%
Value ($000) $3,850 Shares 32,326 Est. Cost $61.76 Unrealized +79.9%
COST COSTCO WHSL CORP NEW COM 0.9%
Value ($000) $3,804 Shares 5,762 Est. Cost $157.03 Unrealized +265.2%
TECH BIO-TECHNE CORP COM 0.8%
Value ($000) $3,702 Shares 47,975 Est. Cost $66.78 Unrealized -2.4%
CTAS CINTAS CORP COM 0.8%
Value ($000) $3,624 Shares 6,013 Est. Cost $29.76 Unrealized +342.6%
SON SONOCO PRODS CO COM 0.8%
Value ($000) $3,596 Shares 64,369 Est. Cost $36.79 Unrealized +34.7%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $3,304 Shares 40,784 Est. Cost $54.98 Unrealized +31.3%
MMS MAXIMUS INC COM 0.7%
Value ($000) $3,117 Shares 37,171 Est. Cost $72.67 Unrealized +9.8%
KMB KIMBERLY-CLARK CORP COM 0.7%
Value ($000) $2,946 Shares 24,242 Est. Cost $79.35 Unrealized +40.2%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $2,727 Shares 15,223 Est. Cost $107.61 Unrealized +51.0%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,671 Shares 27,443 Est. Cost $63.30 Unrealized +39.2%
AFL AFLAC INC COM 0.6%
Value ($000) $2,654 Shares 32,168 Est. Cost $36.23 Unrealized +112.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.6%
Value ($000) $2,641 Shares 23,494 Est. Cost $103.96 Unrealized -12.5%
PATTERSON COS INC COM 0.6%
Value ($000) $2,631 Shares 92,475 Est. Cost $23515.96 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $2,569 Shares 26,476 Est. Cost $56.42 Unrealized +48.6%
PKG PACKAGING CORP AMER COM 0.5%
Value ($000) $2,274 Shares 13,959 Est. Cost $80.41 Unrealized +85.0%
TFX TELEFLEX INCORPORATED COM 0.5%
Value ($000) $2,185 Shares 8,763 Est. Cost $125.35 Unrealized +67.4%
NVDA NVIDIA CORPORATION COM 0.5%
Value ($000) $2,125 Shares 4,292 Est. Cost $22.10 Unrealized +109.6%
PSA PUBLIC STORAGE COM 0.5%
Value ($000) $2,125 Shares 6,967 Est. Cost $287.61 Unrealized -15.6%
SBUX STARBUCKS CORP COM 0.5%
Value ($000) $2,113 Shares 22,009 Est. Cost $92.75 Unrealized -0.6%
PFE PFIZER INC COM 0.5%
Value ($000) $1,991 Shares 69,166 Est. Cost $23.77 Unrealized +11.0%
EXPD EXPEDITORS INTL WASH INC COM 0.4%
Value ($000) $1,873 Shares 14,721 Est. Cost $115.08 Unrealized -0.3%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,812 Shares 20,069 Est. Cost $132.46 Unrealized -34.9%
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,608 Shares 49,245 Est. Cost $34.62 Unrealized -10.8%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,601 Shares 35,351 Est. Cost $40.51 Unrealized +4.7%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,481 Shares 9,750 Est. Cost $123.75 Unrealized +13.3%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,481 Shares 10,108 Est. Cost $73.04 Unrealized +92.5%
TGT TARGET CORP COM 0.3%
Value ($000) $1,470 Shares 10,320 Est. Cost $103.92 Unrealized +8.8%
IDCC INTERDIGITAL INC COM 0.3%
Value ($000) $1,431 Shares 13,182 Est. Cost $70.25 Unrealized +31.7%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,405 Shares 4,863 Est. Cost $177.38 Unrealized +43.7%
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,393 Shares 8,174 Est. Cost $149.75 Unrealized -2.8%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,358 Shares 10,196 Est. Cost $66.20 Unrealized +67.7%
ENVA ENOVA INTL INC COM 0.3%
Value ($000) $1,332 Shares 24,062 Est. Cost $37.14 Unrealized +24.3%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,279 Shares 17,585 Est. Cost $40.62 Unrealized +55.4%
BA BOEING CO COM 0.3%
Value ($000) $1,156 Shares 4,436 Est. Cost $189.67 Unrealized +12.8%
WU WESTERN UN CO COM 0.3%
Value ($000) $1,150 Shares 96,493 Est. Cost $19221.01 Unrealized
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1,149 Shares 10,226 Est. Cost $97981.66 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.3%
Value ($000) $1,146 Shares 4,375 Est. Cost $84.80 Unrealized +168.1%
LEG LEGGETT & PLATT INC COM 0.2%
Value ($000) $1,091 Shares 41,670 Est. Cost $40.43 Unrealized -39.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,080 Shares 17,781 Est. Cost $70.43 Unrealized -24.1%
ROST ROSS STORES INC COM 0.2%
Value ($000) $1,075 Shares 7,771 Est. Cost $68.19 Unrealized +78.6%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,068 Shares 4,503 Est. Cost $117966.58 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $1,023 Shares 14,595 Est. Cost $46.30 Unrealized +37.7%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $1,016 Shares 5,186 Est. Cost $187.16 Unrealized +11.1%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $952 Shares 11,305 Est. Cost $77.08 Unrealized -1.0%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $871 Shares 4,151 Est. Cost $79.20 Unrealized +117.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $853 Shares 2,392 Est. Cost $199.28 Unrealized +76.1%
META META PLATFORMS INC CL A 0.2%
Value ($000) $777 Shares 2,196 Est. Cost $294.09 Unrealized +10.0%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $774 Shares 8,504 Est. Cost $54.29 Unrealized +53.0%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $762 Shares 5,658 Est. Cost $119.05 Unrealized +1.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $662 Shares 1,962 Est. Cost $260.92 Unrealized +14.2%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $654 Shares 6,918 Est. Cost $45.68 Unrealized +95.4%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $625 Shares 4,944 Est. Cost $88.86 Unrealized +20.2%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $595 Shares 4,660 Est. Cost $61.56 Unrealized +48.6%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $550 Shares 14,730 Est. Cost $48.23 Unrealized -27.6%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $544 Shares 2,755 Est. Cost $194.91 Unrealized -11.3%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $539 Shares 6,548 Est. Cost $91.40 Unrealized -21.8%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $525 Shares 16,353 Est. Cost $31.42 Unrealized -3.9%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $517 Shares 19,806 Est. Cost $61566.31 Unrealized
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $511 Shares 1,445 Est. Cost $228.76 Unrealized +63.6%
FAST FASTENAL CO COM 0.1%
Value ($000) $511 Shares 7,887 Est. Cost $26.47 Unrealized +8.4%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $501 Shares 17,777 Est. Cost $28816.18 Unrealized
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $487 Shares 8,524 Est. Cost $62.40 Unrealized -12.8%
CMP COMPASS MINERALS INTL INC COM 0.1%
Value ($000) $484 Shares 19,112 Est. Cost $51.39 Unrealized -50.9%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $459 Shares 1,475 Est. Cost $160570.86 Unrealized
MED MEDIFAST INC COM 0.1%
Value ($000) $451 Shares 6,709 Est. Cost $149.37 Unrealized -53.4%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $447 Shares 3,853 Est. Cost $78537.94 Unrealized
MAS MASCO CORP COM 0.1%
Value ($000) $445 Shares 6,643 Est. Cost $20.15 Unrealized +178.0%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $443 Shares 4,476 Est. Cost $52.79 Unrealized +45.1%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $440 Shares 6,430 Est. Cost $67.73 Unrealized -8.5%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $428 Shares 1,563 Est. Cost $117.55 Unrealized +120.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $428 Shares 187 Est. Cost $27.21 Unrealized +52.9%
NFLX NETFLIX INC COM 0.1%
Value ($000) $424 Shares 871 Est. Cost $26.46 Unrealized +65.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $410 Shares 8,713 Est. Cost $59.65 Unrealized -32.7%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $407 Shares 856 Est. Cost $331086.40 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $402 Shares 3,815 Est. Cost $98.93 Unrealized +7.9%
PEP PEPSICO INC COM 0.1%
Value ($000) $390 Shares 2,299 Est. Cost $110.73 Unrealized +38.9%
GL GLOBE LIFE INC COM 0.1%
Value ($000) $390 Shares 3,207 Est. Cost $86.50 Unrealized +33.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $384 Shares 2,345 Est. Cost $102.52 Unrealized +38.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.1%
Value ($000) $381 Shares 5,971 Est. Cost $114.28 Unrealized -57.3%
HDPSX HODGES SMALL CAP FUND RETAIL CLASS 0.1%
Value ($000) $368 Shares 18,496 Est. Cost $19.44 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $361 Shares 1,158 Est. Cost $274.41 Unrealized -3.8%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $353 Shares 6,748 Est. Cost $47519.86 Unrealized
BIO BIO RAD LABS INC CL A 0.1%
Value ($000) $346 Shares 1,071 Est. Cost $642.78 Unrealized -51.2%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $343 Shares 700 Est. Cost $394.37 Unrealized +7.0%
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $343 Shares 20,705 Est. Cost $15.77 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $330 Shares 2,222 Est. Cost $35.20 Unrealized +303.4%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $327 Shares 2,340 Est. Cost $107.37 Unrealized +24.2%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $322 Shares 675 Est. Cost $199.15 Unrealized +121.0%
NUE NUCOR CORP COM 0.1%
Value ($000) $321 Shares 1,844 Est. Cost $104.10 Unrealized +47.3%
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $318 Shares 1,553 Est. Cost $133.39 Unrealized +34.7%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $316 Shares 16,326 Est. Cost $6.91 Unrealized +117.6%
VRT VERTIV HOLDINGS CO COM CL A 0.1%
Value ($000) $307 Shares 6,400 Est. Cost $42.45 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $307 Shares 4,358 Est. Cost $49889.87 Unrealized
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $303 Shares 2,490 Est. Cost $200.00 Unrealized -41.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $299 Shares 3,832 Est. Cost $54009.92 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $296 Shares 3,712 Est. Cost $53.31 Unrealized +34.6%
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $294 Shares 6,206 Est. Cost $41017.25 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $291 Shares 250 Est. Cost $465.09 Unrealized +116.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $285 Shares 1,908 Est. Cost $90385.23 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $259 Shares 6,701 Est. Cost $52.11 Unrealized -35.5%
V VISA INC COM CL A 0.1%
Value ($000) $259 Shares 993 Est. Cost $163.51 Unrealized +48.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $251 Shares 2,283 Est. Cost $67.43 Unrealized +42.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $244 Shares 4,815 Est. Cost $30008.90 Unrealized
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $231 Shares 10,000 Est. Cost $24056.03 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $206 Shares 5,537 Est. Cost $31599.97 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $205 Shares 11,904 Est. Cost $17.01 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $178 Shares 1,595 Est. Cost $88.24 Unrealized +14.5%
VGHAX VANGUARD HEALTH CARE ADM 0.0%
Value ($000) $177 Shares 2,005 Est. Cost $81102.98 Unrealized
DFUS DIMENSIONAL U.S. EQUITY ETF 0.0%
Value ($000) $175 Shares 3,370 Est. Cost $51700.00 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $171 Shares 2,485 Est. Cost $58.47 Unrealized -4.0%
FFIV F5 INC COM 0.0%
Value ($000) $170 Shares 950 Est. Cost $159.54 Unrealized +2.3%
AMCOR PLC ORD 0.0%
Value ($000) $167 Shares 17,286 Est. Cost $8.89 Unrealized -5.0%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $165 Shares 3,096 Est. Cost $35.69 Unrealized +16.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $160 Shares 676 Est. Cost $206.67 Unrealized -3.2%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $160 Shares 352 Est. Cost $365.28 Unrealized +14.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $159 Shares 3,311 Est. Cost $46.18 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $155 Shares 352 Est. Cost $440917.66 Unrealized
RTX RTX CORPORATION COM 0.0%
Value ($000) $154 Shares 1,828 Est. Cost $68.28 Unrealized +10.8%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $149 Shares 2,040 Est. Cost $70333.85 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $143 Shares 1,000 Est. Cost $93.48 Unrealized +15.9%
BIIB BIOGEN INC COM 0.0%
Value ($000) $141 Shares 544 Est. Cost $272.74 Unrealized -9.9%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $133 Shares 1,206 Est. Cost $115.05 Unrealized -17.5%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $130 Shares 605 Est. Cost $40.72 Unrealized -3.3%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $129 Shares 245 Est. Cost $434.99 Unrealized +17.5%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $128 Shares 431 Est. Cost $213.76 Unrealized +17.5%
GLW CORNING INC COM 0.0%
Value ($000) $127 Shares 4,160 Est. Cost $30.87 Unrealized -12.1%
XRAY DENTSPLY SIRONA INC COM 0.0%
Value ($000) $127 Shares 3,555 Est. Cost $60.05 Unrealized -47.1%
LOW LOWES COS INC COM 0.0%
Value ($000) $125 Shares 561 Est. Cost $219.58 Unrealized -11.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $124 Shares 234 Est. Cost $614.81 Unrealized -21.8%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $123 Shares 2,280 Est. Cost $52439.49 Unrealized
NORDSTROM INC COM 0.0%
Value ($000) $119 Shares 6,450 Est. Cost $18.45 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $118 Shares 2,845 Est. Cost $36.86 Unrealized -10.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $117 Shares 268 Est. Cost $329211.60 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $115 Shares 270 Est. Cost $369.85 Unrealized +7.4%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $114 Shares 1,198 Est. Cost $90.27 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $113 Shares 3,879 Est. Cost $27.15 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $112 Shares 750 Est. Cost $128.87 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $112 Shares 5,063 Est. Cost $19.21 Unrealized 0.0%
FISV FISERV INC COM 0.0%
Value ($000) $111 Shares 834 Est. Cost $122.71 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $110 Shares 202 Est. Cost $508.04 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $105 Shares 1,042 Est. Cost $88.10 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $102 Shares 716 Est. Cost $124.04 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $102 Shares 116 Est. Cost $818.96 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $102 Shares 1,035 Est. Cost $80.71 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $100 Shares 1,295 Est. Cost $69.79 Unrealized 0.0%