ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 23, 2024

Total Value ($000): $492,334 (100.0% shares, 0.0% debt)

Holdings (184)

AAPL APPLE INC COM 6.5%
Value ($000) $32,219 Shares 138,280 Est. Cost $137.11 Unrealized +61.9%
PGR PROGRESSIVE CORP COM 6.2%
Value ($000) $30,451 Shares 119,999 Est. Cost $23.88 Unrealized +796.8%
MSFT MICROSOFT CORP COM 4.5%
Value ($000) $22,325 Shares 51,881 Est. Cost $110.78 Unrealized +281.9%
LLY ELI LILLY & CO COM 3.7%
Value ($000) $18,267 Shares 20,619 Est. Cost $70.44 Unrealized +1163.9%
ADP AUTOMATIC DATA PROCESSING INC COM 3.6%
Value ($000) $17,630 Shares 63,707 Est. Cost $68.80 Unrealized +268.5%
KO COCA COLA CO COM 3.2%
Value ($000) $15,642 Shares 217,677 Est. Cost $31.04 Unrealized +111.5%
WMT WALMART INC COM 3.2%
Value ($000) $15,511 Shares 192,085 Est. Cost $44.89 Unrealized +61.5%
GOOG ALPHABET INC CAP STK CL C 2.8%
Value ($000) $13,704 Shares 81,966 Est. Cost $110.98 Unrealized +51.6%
HD HOME DEPOT INC COM 2.7%
Value ($000) $13,248 Shares 32,694 Est. Cost $137.26 Unrealized +156.9%
MCD MCDONALDS CORP COM 2.5%
Value ($000) $12,162 Shares 39,938 Est. Cost $76.49 Unrealized +248.7%
QCOM QUALCOMM INC COM 2.3%
Value ($000) $11,468 Shares 67,441 Est. Cost $52.31 Unrealized +227.2%
JNJ JOHNSON & JOHNSON COM 2.3%
Value ($000) $11,392 Shares 70,297 Est. Cost $111.53 Unrealized +36.9%
CB CHUBB LIMITED COM 2.2%
Value ($000) $10,699 Shares 37,098 Est. Cost $140.27 Unrealized +93.0%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $9,928 Shares 84,694 Est. Cost $54.34 Unrealized +102.5%
ABBV ABBVIE INC COM 1.9%
Value ($000) $9,326 Shares 47,224 Est. Cost $102.58 Unrealized +74.2%
TFC TRUIST FINL CORP COM 1.7%
Value ($000) $8,582 Shares 200,657 Est. Cost $41.35 Unrealized -4.3%
CMI CUMMINS INC COM 1.6%
Value ($000) $7,800 Shares 24,088 Est. Cost $123.38 Unrealized +133.4%
GPC GENUINE PARTS CO COM 1.6%
Value ($000) $7,760 Shares 55,554 Est. Cost $72.66 Unrealized +82.7%
VZ VERIZON COMMUNICATIONS INC COM 1.5%
Value ($000) $7,566 Shares 168,465 Est. Cost $39.18 Unrealized -2.0%
CVX CHEVRON 1.4%
Value ($000) $6,807 Shares 46,223 Est. Cost $75.17 Unrealized +86.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.3%
Value ($000) $6,182 Shares 16,694 Est. Cost $136.16 Unrealized +146.7%
CPRT COPART INC COM 1.2%
Value ($000) $6,125 Shares 116,883 Est. Cost $31.69 Unrealized +63.9%
CFR CULLEN FROST BANKERS INC COM 1.2%
Value ($000) $5,887 Shares 52,627 Est. Cost $56.53 Unrealized +85.3%
AMGN AMGEN INC COM 1.2%
Value ($000) $5,837 Shares 18,115 Est. Cost $120.11 Unrealized +160.7%
UPS UNITED PARCEL SERVICE INC CL B 1.2%
Value ($000) $5,684 Shares 41,686 Est. Cost $89.23 Unrealized +35.1%
INTC INTEL CORP COM 1.1%
Value ($000) $5,433 Shares 231,585 Est. Cost $28.20 Unrealized -11.7%
JPM JPMORGAN CHASE & CO. COM 1.1%
Value ($000) $5,253 Shares 24,913 Est. Cost $112.11 Unrealized +82.8%
NVDA NVIDIA CORPORATION COM 1.0%
Value ($000) $5,062 Shares 41,680 Est. Cost $93.12 Unrealized +26.8%
CTAS CINTAS CORP COM 1.0%
Value ($000) $5,032 Shares 24,440 Est. Cost $151.08 Unrealized +26.3%
WY WEYERHAEUSER CO MTN BE COM NEW 1.0%
Value ($000) $4,972 Shares 146,845 Est. Cost $20.59 Unrealized +43.0%
MRK MERCK & CO INC COM 1.0%
Value ($000) $4,945 Shares 43,548 Est. Cost $39.93 Unrealized +182.9%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $4,787 Shares 5,399 Est. Cost $157.03 Unrealized +448.9%
TROW PRICE T ROWE GROUP INC COM 1.0%
Value ($000) $4,736 Shares 43,479 Est. Cost $149.24 Unrealized -31.5%
SYY SYSCO CORP COM 1.0%
Value ($000) $4,736 Shares 60,673 Est. Cost $34.13 Unrealized +111.3%
COP CONOCOPHILLIPS COM 0.9%
Value ($000) $4,335 Shares 41,172 Est. Cost $46.79 Unrealized +124.6%
WERN WERNER ENTERPRISES INC COM 0.9%
Value ($000) $4,217 Shares 109,275 Est. Cost $30.15 Unrealized +22.8%
PAYX PAYCHEX INC COM 0.8%
Value ($000) $4,115 Shares 30,664 Est. Cost $61.76 Unrealized +97.4%
AFL AFLAC INC COM 0.7%
Value ($000) $3,508 Shares 31,373 Est. Cost $36.23 Unrealized +172.5%
SON SONOCO PRODS CO COM 0.7%
Value ($000) $3,442 Shares 63,009 Est. Cost $37.77 Unrealized +30.1%
TECH BIO-TECHNE CORP COM 0.7%
Value ($000) $3,283 Shares 41,070 Est. Cost $66.78 Unrealized +11.7%
CSX CSX CORP COM 0.7%
Value ($000) $3,207 Shares 92,878 Est. Cost $30.02 Unrealized +10.6%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $3,132 Shares 15,088 Est. Cost $107.61 Unrealized +89.8%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $3,101 Shares 14,396 Est. Cost $83.12 Unrealized +130.8%
KMB KIMBERLY-CLARK CORP COM 0.6%
Value ($000) $3,074 Shares 21,608 Est. Cost $79.35 Unrealized +69.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $3,034 Shares 26,315 Est. Cost $56.42 Unrealized +87.7%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,962 Shares 27,077 Est. Cost $63.30 Unrealized +66.0%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $2,845 Shares 33,933 Est. Cost $54.98 Unrealized +32.9%
MMS MAXIMUS INC COM 0.5%
Value ($000) $2,549 Shares 27,359 Est. Cost $72.67 Unrealized +23.0%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $2,517 Shares 12,186 Est. Cost $156.97 Unrealized +22.9%
PSA PUBLIC STORAGE OPER CO COM 0.5%
Value ($000) $2,479 Shares 6,813 Est. Cost $287.61 Unrealized +6.6%
PFE PFIZER INC COM 0.5%
Value ($000) $2,434 Shares 84,109 Est. Cost $23.96 Unrealized +11.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $2,397 Shares 24,273 Est. Cost $103.39 Unrealized -2.7%
TFX TELEFLEX INCORPORATED COM 0.4%
Value ($000) $2,109 Shares 8,528 Est. Cost $127.46 Unrealized +80.7%
VRT VERTIV HOLDINGS CO COM CL A 0.4%
Value ($000) $2,077 Shares 20,871 Est. Cost $56.73 Unrealized +45.8%
ENVA ENOVA INTL INC COM 0.4%
Value ($000) $1,895 Shares 22,622 Est. Cost $37.14 Unrealized +108.6%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $1,864 Shares 19,379 Est. Cost $132.46 Unrealized -31.6%
IDCC INTERDIGITAL INC COM 0.4%
Value ($000) $1,854 Shares 13,087 Est. Cost $70.25 Unrealized +86.6%
TGT TARGET CORP COM 0.4%
Value ($000) $1,844 Shares 11,829 Est. Cost $110.27 Unrealized +27.9%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,742 Shares 20,606 Est. Cost $68.49 Unrealized +9.3%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,731 Shares 9,993 Est. Cost $73.04 Unrealized +124.8%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,714 Shares 13,046 Est. Cost $115.08 Unrealized +4.5%
AMZN AMAZON COM INC COM 0.3%
Value ($000) $1,706 Shares 9,157 Est. Cost $123.75 Unrealized +47.4%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.3%
Value ($000) $1,700 Shares 4,083 Est. Cost $60.86 Unrealized 0.0%
PATTERSON COS INC COM 0.3%
Value ($000) $1,680 Shares 76,903 Est. Cost $23515.96 Unrealized
SNA SNAP ON INC COM 0.3%
Value ($000) $1,608 Shares 5,550 Est. Cost $188.71 Unrealized +40.8%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $1,518 Shares 5,594 Est. Cost $314.79 Unrealized -15.7%
META META PLATFORMS INC CL A 0.3%
Value ($000) $1,517 Shares 2,649 Est. Cost $336.14 Unrealized +52.4%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,440 Shares 14,769 Est. Cost $92.75 Unrealized -10.7%
BA BOEING CO COM 0.3%
Value ($000) $1,421 Shares 9,345 Est. Cost $194.93 Unrealized -12.0%
DISCOVER FINL SVCS COM 0.3%
Value ($000) $1,378 Shares 9,826 Est. Cost $94564.83 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $1,377 Shares 35,191 Est. Cost $40.51 Unrealized +4.1%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,375 Shares 10,461 Est. Cost $78.81 Unrealized +62.9%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,263 Shares 12,920 Est. Cost $40.62 Unrealized +107.9%
RNR RENAISSANCERE HLDGS LTD COM 0.3%
Value ($000) $1,252 Shares 4,595 Est. Cost $187.16 Unrealized +28.9%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $1,216 Shares 2,642 Est. Cost $218.37 Unrealized +102.5%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $1,209 Shares 24,574 Est. Cost $52.34 Unrealized -17.3%
ROST ROSS STORES INC COM 0.2%
Value ($000) $1,152 Shares 7,656 Est. Cost $68.19 Unrealized +113.1%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,152 Shares 4,393 Est. Cost $84.80 Unrealized +179.8%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,137 Shares 12,626 Est. Cost $84.55 Unrealized -4.4%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,131 Shares 12,545 Est. Cost $46.30 Unrealized +76.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.2%
Value ($000) $1,119 Shares 2,278 Est. Cost $284.82 Unrealized +63.5%
GNTX GENTEX CORP COM 0.2%
Value ($000) $1,085 Shares 36,558 Est. Cost $34.62 Unrealized -10.3%
WU WESTERN UN CO COM 0.2%
Value ($000) $1,084 Shares 90,884 Est. Cost $19221.01 Unrealized
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1,057 Shares 10,991 Est. Cost $77.08 Unrealized +9.8%
DLR DIGITAL RLTY TR INC COM 0.2%
Value ($000) $903 Shares 5,579 Est. Cost $119.05 Unrealized +23.4%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $880 Shares 4,669 Est. Cost $61.56 Unrealized +172.8%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $874 Shares 3,087 Est. Cost $117966.58 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $862 Shares 4,169 Est. Cost $79.20 Unrealized +137.8%
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $677 Shares 6,468 Est. Cost $45.68 Unrealized +120.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $631 Shares 3,705 Est. Cost $98.93 Unrealized +44.6%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $604 Shares 18,007 Est. Cost $28448.54 Unrealized
MAS MASCO CORP COM 0.1%
Value ($000) $580 Shares 6,912 Est. Cost $21.99 Unrealized +236.7%
NFLX NETFLIX INC COM 0.1%
Value ($000) $568 Shares 801 Est. Cost $26.46 Unrealized +152.8%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $567 Shares 5,447 Est. Cost $54.29 Unrealized +74.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $566 Shares 1,475 Est. Cost $160570.86 Unrealized
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $554 Shares 4,574 Est. Cost $88.86 Unrealized +25.6%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $547 Shares 14,172 Est. Cost $48.23 Unrealized -18.5%
FAST FASTENAL CO COM 0.1%
Value ($000) $536 Shares 7,502 Est. Cost $26.47 Unrealized +24.4%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $529 Shares 2,393 Est. Cost $105.56 Unrealized +79.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $527 Shares 9,150 Est. Cost $61.43 Unrealized -9.9%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $518 Shares 16,353 Est. Cost $31.42 Unrealized -4.0%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $518 Shares 2,653 Est. Cost $194.91 Unrealized -7.0%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $512 Shares 3,713 Est. Cost $78537.94 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $512 Shares 891 Est. Cost $311055.38 Unrealized
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $507 Shares 1,295 Est. Cost $228.76 Unrealized +63.1%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $499 Shares 8,639 Est. Cost $59.65 Unrealized -14.2%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $486 Shares 250 Est. Cost $465.09 Unrealized +267.9%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $480 Shares 1,258 Est. Cost $276.85 Unrealized +24.6%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $470 Shares 5,707 Est. Cost $67.73 Unrealized +10.9%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $457 Shares 1,533 Est. Cost $117.55 Unrealized +123.9%
HDPSX HODGES SMALL CAP RETAIL 0.1%
Value ($000) $430 Shares 18,496 Est. Cost $19.44 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $428 Shares 1,553 Est. Cost $133.39 Unrealized +85.6%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $404 Shares 4,476 Est. Cost $52.79 Unrealized +53.8%
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $399 Shares 20,705 Est. Cost $15.77 Unrealized
MLI MUELLER INDS INC COM 0.1%
Value ($000) $382 Shares 5,150 Est. Cost $56.90 Unrealized +15.9%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $381 Shares 16,326 Est. Cost $6.91 Unrealized +198.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $375 Shares 6,748 Est. Cost $47519.86 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $370 Shares 3,562 Est. Cost $53.31 Unrealized +85.6%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $362 Shares 2,222 Est. Cost $35.20 Unrealized +365.8%
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $354 Shares 910 Est. Cost $420.14 Unrealized -10.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $350 Shares 3,832 Est. Cost $54009.92 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $345 Shares 2,298 Est. Cost $118.11 Unrealized +24.3%
PEP PEPSICO INC COM 0.1%
Value ($000) $343 Shares 2,015 Est. Cost $110.73 Unrealized +47.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $340 Shares 4,358 Est. Cost $49889.87 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $333 Shares 1,908 Est. Cost $90385.23 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $332 Shares 2,000 Est. Cost $107.37 Unrealized +55.3%
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $319 Shares 5,978 Est. Cost $41017.25 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $308 Shares 670 Est. Cost $199.15 Unrealized +110.0%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $296 Shares 1,160 Est. Cost $158.10 Unrealized +21.2%
BIO BIO RAD LABS INC CL A 0.1%
Value ($000) $295 Shares 883 Est. Cost $642.78 Unrealized -50.6%
WHR WHIRLPOOL CORP COM 0.1%
Value ($000) $266 Shares 2,490 Est. Cost $200.00 Unrealized -49.7%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $265 Shares 3,090 Est. Cost $75.85 Unrealized -1.3%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $265 Shares 4,615 Est. Cost $30008.90 Unrealized
METLIFE INC PFD A FLT RATE 0.0%
Value ($000) $243 Shares 10,000 Est. Cost $24056.03 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $241 Shares 2,116 Est. Cost $67.43 Unrealized +58.8%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $231 Shares 5,537 Est. Cost $31599.97 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $226 Shares 11,904 Est. Cost $17.01 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $220 Shares 377 Est. Cost $368.64 Unrealized +40.1%
RTX RTX CORPORATION COM 0.0%
Value ($000) $217 Shares 1,793 Est. Cost $68.28 Unrealized +62.7%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $216 Shares 5,680 Est. Cost $52.11 Unrealized -31.4%
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $210 Shares 3,370 Est. Cost $51700.00 Unrealized
FFIV F5 INC COM 0.0%
Value ($000) $209 Shares 950 Est. Cost $159.54 Unrealized +21.5%
AMCOR PLC ORD 0.0%
Value ($000) $196 Shares 17,286 Est. Cost $8.89 Unrealized +13.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $195 Shares 1,615 Est. Cost $88.24 Unrealized +31.2%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $195 Shares 2,181 Est. Cost $65792.27 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $188 Shares 4,160 Est. Cost $30.87 Unrealized +32.4%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $184 Shares 3,096 Est. Cost $35.69 Unrealized +51.7%
V VISA INC COM CL A 0.0%
Value ($000) $183 Shares 664 Est. Cost $163.51 Unrealized +63.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $170 Shares 3,214 Est. Cost $46.18 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $169 Shares 1,000 Est. Cost $93.48 Unrealized +57.9%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $169 Shares 431 Est. Cost $213.76 Unrealized +58.4%
VGHAX VANGUARD HEALTH CARE ADM 0.0%
Value ($000) $168 Shares 1,747 Est. Cost $78825.34 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $168 Shares 676 Est. Cost $206.67 Unrealized +12.7%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $150 Shares 5,063 Est. Cost $19.21 Unrealized +39.9%
GPGI COMPOSECURE INC COM CL A 0.0%
Value ($000) $149 Shares 10,625 Est. Cost $8.47 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $145 Shares 234 Est. Cost $614.81 Unrealized -4.2%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $143 Shares 245 Est. Cost $434.99 Unrealized +26.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $143 Shares 2,280 Est. Cost $52439.49 Unrealized
AVNT AVIENT CORPORATION COM 0.0%
Value ($000) $138 Shares 2,745 Est. Cost $36.86 Unrealized +19.5%
NORDSTROM INC COM 0.0%
Value ($000) $137 Shares 6,100 Est. Cost $18.45 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $133 Shares 270 Est. Cost $369.85 Unrealized +24.8%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $133 Shares 3,879 Est. Cost $27.15 Unrealized
T AT&T INC COM 0.0%
Value ($000) $131 Shares 5,965 Est. Cost $16.16 Unrealized +16.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $130 Shares 1,218 Est. Cost $90.36 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $130 Shares 1,042 Est. Cost $88.10 Unrealized +30.3%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $124 Shares 235 Est. Cost $329211.60 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $123 Shares 13,741 Est. Cost $60670.34 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $122 Shares 116 Est. Cost $818.96 Unrealized +35.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $122 Shares 1,297 Est. Cost $69.79 Unrealized +20.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $122 Shares 1,403 Est. Cost $114.28 Unrealized -42.6%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $121 Shares 2,279 Est. Cost $47.21 Unrealized -0.9%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $121 Shares 1,678 Est. Cost $55.73 Unrealized +14.6%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $118 Shares 405 Est. Cost $40.72 Unrealized +29.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $117 Shares 912 Est. Cost $115.05 Unrealized -0.2%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $117 Shares 716 Est. Cost $141.19 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $114 Shares 1,035 Est. Cost $90.38 Unrealized 0.0%
NKE NIKE INC CL B 0.0%
Value ($000) $113 Shares 1,280 Est. Cost $76.01 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $112 Shares 202 Est. Cost $508.04 Unrealized +7.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $108 Shares 200 Est. Cost $539.98 Unrealized -0.7%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $106 Shares 2,082 Est. Cost $45.53 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $104 Shares 165 Est. Cost $560.34 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $104 Shares 2,551 Est. Cost $35.52 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $103 Shares 300 Est. Cost $149.57 Unrealized +12.5%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $100 Shares 895 Est. Cost $94.20 Unrealized 0.0%