ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 1, 2025

Total Value ($000): $484,521 (100.0% shares, 0.0% debt)

Holdings (187)

PGR PROGRESSIVE CORP COM 6.2%
Value ($000) $29,999 Shares 112,415 Est. Cost $23.88 Unrealized +978.5%
AAPL APPLE INC COM 5.8%
Value ($000) $27,984 Shares 136,395 Est. Cost $137.11 Unrealized +46.9%
MSFT MICROSOFT CORP COM 5.2%
Value ($000) $25,346 Shares 50,955 Est. Cost $110.78 Unrealized +290.3%
ADP AUTOMATIC DATA PROCESSING INC COM 3.9%
Value ($000) $18,723 Shares 60,709 Est. Cost $68.80 Unrealized +339.5%
WMT WALMART INC COM 3.8%
Value ($000) $18,267 Shares 186,819 Est. Cost $44.89 Unrealized +111.1%
GOOG ALPHABET INC CAP STK CL C 3.2%
Value ($000) $15,682 Shares 88,405 Est. Cost $115.06 Unrealized +43.3%
KO COCA COLA CO COM 3.1%
Value ($000) $14,907 Shares 210,702 Est. Cost $31.04 Unrealized +124.9%
LLY ELI LILLY & CO COM 3.1%
Value ($000) $14,867 Shares 19,071 Est. Cost $70.44 Unrealized +997.9%
HD HOME DEPOT INC COM 2.4%
Value ($000) $11,519 Shares 31,418 Est. Cost $137.26 Unrealized +159.3%
MCD MCDONALDS CORP COM 2.3%
Value ($000) $11,281 Shares 38,610 Est. Cost $76.49 Unrealized +296.8%
QCOM QUALCOMM INC COM 2.2%
Value ($000) $10,893 Shares 68,395 Est. Cost $54.35 Unrealized +166.9%
JNJ JOHNSON & JOHNSON COM 2.2%
Value ($000) $10,593 Shares 69,350 Est. Cost $111.53 Unrealized +35.2%
CB CHUBB LIMITED COM 2.1%
Value ($000) $10,342 Shares 35,702 Est. Cost $140.27 Unrealized +104.6%
XOM EXXON MOBIL CORP COM 1.9%
Value ($000) $9,040 Shares 83,859 Est. Cost $54.34 Unrealized +92.3%
ABBV ABBVIE INC COM 1.7%
Value ($000) $8,446 Shares 45,500 Est. Cost $102.58 Unrealized +78.1%
VZ VERIZON COMMUNICATIONS INC COM 1.7%
Value ($000) $8,356 Shares 193,103 Est. Cost $39.44 Unrealized +6.0%
TFC TRUIST FINL CORP COM 1.7%
Value ($000) $8,277 Shares 192,531 Est. Cost $41.35 Unrealized -8.1%
CMI CUMMINS INC COM 1.6%
Value ($000) $7,685 Shares 23,465 Est. Cost $123.38 Unrealized +147.7%
JPM JPMORGAN CHASE & CO. COM 1.5%
Value ($000) $7,282 Shares 25,116 Est. Cost $114.05 Unrealized +121.5%
CVX CHEVRON 1.5%
Value ($000) $7,138 Shares 49,850 Est. Cost $80.53 Unrealized +70.1%
CFR CULLEN FROST BANKERS INC COM 1.4%
Value ($000) $6,777 Shares 52,723 Est. Cost $57.31 Unrealized +109.0%
NVDA NVIDIA CORPORATION COM 1.4%
Value ($000) $6,735 Shares 42,630 Est. Cost $93.95 Unrealized +33.9%
GPC GENUINE PARTS CO COM 1.4%
Value ($000) $6,597 Shares 54,379 Est. Cost $72.66 Unrealized +62.1%
CPRT COPART INC COM 1.1%
Value ($000) $5,339 Shares 108,794 Est. Cost $31.69 Unrealized +76.6%
CTAS CINTAS CORP COM 1.1%
Value ($000) $5,111 Shares 22,934 Est. Cost $151.08 Unrealized +41.7%
COST COSTCO WHSL CORP NEW COM 1.0%
Value ($000) $4,998 Shares 5,049 Est. Cost $157.03 Unrealized +530.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 1.0%
Value ($000) $4,988 Shares 16,176 Est. Cost $136.16 Unrealized +99.4%
AMGN AMGEN INC COM 1.0%
Value ($000) $4,879 Shares 17,473 Est. Cost $120.11 Unrealized +131.3%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $4,783 Shares 47,381 Est. Cost $91.00 Unrealized +3.4%
VRT VERTIV HOLDINGS CO COM CL A 0.9%
Value ($000) $4,600 Shares 35,825 Est. Cost $78.58 Unrealized +23.6%
SYY SYSCO CORP COM 0.9%
Value ($000) $4,546 Shares 60,024 Est. Cost $34.13 Unrealized +108.3%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.9%
Value ($000) $4,470 Shares 91,213 Est. Cost $38.09 Unrealized +1.2%
PAYX PAYCHEX INC COM 0.9%
Value ($000) $4,396 Shares 30,218 Est. Cost $61.76 Unrealized +138.9%
INTC INTEL CORP COM 0.9%
Value ($000) $4,373 Shares 195,221 Est. Cost $28.20 Unrealized -26.5%
TROW PRICE T ROWE GROUP INC COM 0.8%
Value ($000) $3,763 Shares 38,995 Est. Cost $148.01 Unrealized -40.1%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $3,752 Shares 33,841 Est. Cost $54.98 Unrealized +89.9%
COP CONOCOPHILLIPS COM 0.8%
Value ($000) $3,694 Shares 41,161 Est. Cost $47.34 Unrealized +85.9%
WY WEYERHAEUSER CO MTN BE COM NEW 0.7%
Value ($000) $3,589 Shares 139,722 Est. Cost $20.59 Unrealized +24.2%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $3,412 Shares 25,591 Est. Cost $63.30 Unrealized +79.4%
WM WASTE MGMT INC DEL COM 0.7%
Value ($000) $3,398 Shares 14,848 Est. Cost $107.61 Unrealized +113.4%
MRK MERCK & CO INC COM 0.7%
Value ($000) $3,238 Shares 40,898 Est. Cost $39.93 Unrealized +93.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $3,133 Shares 26,550 Est. Cost $57.11 Unrealized +102.1%
AFL AFLAC INC COM 0.6%
Value ($000) $2,892 Shares 27,426 Est. Cost $36.23 Unrealized +186.0%
CSX CSX CORP COM 0.6%
Value ($000) $2,891 Shares 88,608 Est. Cost $30.02 Unrealized -0.8%
WERN WERNER ENTERPRISES INC COM 0.6%
Value ($000) $2,846 Shares 104,035 Est. Cost $30.15 Unrealized -9.4%
SON SONOCO PRODS CO COM 0.6%
Value ($000) $2,823 Shares 64,807 Est. Cost $38.00 Unrealized +14.2%
KMB KIMBERLY-CLARK CORP COM 0.6%
Value ($000) $2,761 Shares 21,419 Est. Cost $79.35 Unrealized +66.0%
IDCC INTERDIGITAL INC COM 0.6%
Value ($000) $2,719 Shares 12,125 Est. Cost $70.25 Unrealized +201.6%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,684 Shares 14,242 Est. Cost $83.12 Unrealized +123.5%
TXN TEXAS INSTRS INC COM 0.6%
Value ($000) $2,669 Shares 12,855 Est. Cost $158.28 Unrealized +10.1%
ENVA ENOVA INTL INC COM 0.5%
Value ($000) $2,454 Shares 22,002 Est. Cost $38.00 Unrealized +151.2%
SWKS SKYWORKS SOLUTIONS INC COM 0.5%
Value ($000) $2,409 Shares 32,333 Est. Cost $94.71 Unrealized -31.4%
META META PLATFORMS INC CL A 0.5%
Value ($000) $2,358 Shares 3,195 Est. Cost $404.29 Unrealized +52.5%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $2,331 Shares 10,627 Est. Cost $135.48 Unrealized +46.1%
DIS DISNEY WALT CO COM 0.5%
Value ($000) $2,214 Shares 17,855 Est. Cost $132.46 Unrealized -22.4%
BA BOEING CO COM 0.4%
Value ($000) $2,165 Shares 10,330 Est. Cost $191.16 Unrealized -1.2%
TECH BIO-TECHNE CORP COM 0.4%
Value ($000) $2,083 Shares 40,480 Est. Cost $66.53 Unrealized -24.8%
PFE PFIZER INC COM 0.4%
Value ($000) $1,944 Shares 80,217 Est. Cost $23.96 Unrealized -6.7%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $1,939 Shares 6,609 Est. Cost $287.61 Unrealized -0.1%
COF CAPITAL ONE FINL CORP COM 0.4%
Value ($000) $1,795 Shares 8,438 Est. Cost $185.05 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $1,738 Shares 25,031 Est. Cost $68.42 Unrealized -0.5%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,673 Shares 5,375 Est. Cost $188.71 Unrealized +65.6%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,515 Shares 12,698 Est. Cost $85.96 Unrealized +27.3%
ISRG INTUITIVE SURGICAL INC COM NEW 0.3%
Value ($000) $1,505 Shares 2,770 Est. Cost $329.07 Unrealized +58.9%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,497 Shares 9,398 Est. Cost $73.04 Unrealized +120.1%
MDT MEDTRONIC PLC SHS 0.3%
Value ($000) $1,492 Shares 17,121 Est. Cost $84.94 Unrealized -1.7%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,445 Shares 12,651 Est. Cost $115.08 Unrealized -3.7%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,376 Shares 15,014 Est. Cost $92.64 Unrealized -8.1%
ORCL ORACLE CORP COM 0.3%
Value ($000) $1,358 Shares 6,210 Est. Cost $125.14 Unrealized +28.5%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,326 Shares 12,920 Est. Cost $40.62 Unrealized +128.7%
BLK BLACKROCK INC COM 0.3%
Value ($000) $1,322 Shares 1,266 Est. Cost $952.53 Unrealized -2.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,312 Shares 2,700 Est. Cost $222.00 Unrealized +128.8%
DLR DIGITAL RLTY TR INC COM 0.3%
Value ($000) $1,304 Shares 7,480 Est. Cost $129.33 Unrealized +23.9%
LULU LULULEMON ATHLETICA INC COM 0.3%
Value ($000) $1,220 Shares 5,135 Est. Cost $314.79 Unrealized -12.5%
GE GE AEROSPACE COM NEW 0.2%
Value ($000) $1,202 Shares 4,670 Est. Cost $61.56 Unrealized +255.1%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,153 Shares 12,554 Est. Cost $46.30 Unrealized +90.0%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $1,108 Shares 34,841 Est. Cost $40.51 Unrealized -22.9%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1,104 Shares 10,591 Est. Cost $77.08 Unrealized +35.3%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,087 Shares 4,395 Est. Cost $84.80 Unrealized +179.7%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $1,080 Shares 4,446 Est. Cost $187.16 Unrealized +29.5%
NFLX NETFLIX INC COM 0.2%
Value ($000) $1,053 Shares 786 Est. Cost $26.46 Unrealized +327.4%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $979 Shares 3,219 Est. Cost $110907.09 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $975 Shares 4,185 Est. Cost $79.20 Unrealized +152.1%
ROST ROSS STORES INC COM 0.2%
Value ($000) $963 Shares 7,546 Est. Cost $68.19 Unrealized +102.1%
TFX TELEFLEX INCORPORATED COM 0.2%
Value ($000) $882 Shares 7,449 Est. Cost $127.46 Unrealized -1.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $868 Shares 2,943 Est. Cost $135.51 Unrealized +87.3%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $853 Shares 31,681 Est. Cost $48.30 Unrealized -35.0%
TGT TARGET CORP COM 0.2%
Value ($000) $823 Shares 8,346 Est. Cost $110.89 Unrealized -15.9%
GNTX GENTEX CORP COM 0.2%
Value ($000) $799 Shares 36,338 Est. Cost $34.09 Unrealized -35.9%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $737 Shares 2,363 Est. Cost $381.04 Unrealized -1.6%
WU WESTERN UN CO COM 0.1%
Value ($000) $679 Shares 80,637 Est. Cost $19221.01 Unrealized
ULTA ULTA BEAUTY INC COM 0.1%
Value ($000) $671 Shares 1,435 Est. Cost $407.22 Unrealized +1.5%
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $646 Shares 4,361 Est. Cost $66903.19 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $640 Shares 1,459 Est. Cost $160570.86 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $624 Shares 6,488 Est. Cost $45.68 Unrealized +114.1%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $619 Shares 1,170 Est. Cost $158.10 Unrealized +163.1%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $608 Shares 984 Est. Cost $283724.40 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $607 Shares 14,454 Est. Cost $33.29 Unrealized +20.5%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $547 Shares 5,447 Est. Cost $54.29 Unrealized +91.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $521 Shares 9,270 Est. Cost $61.35 Unrealized -17.1%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $519 Shares 3,328 Est. Cost $184.49 Unrealized -14.7%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $506 Shares 13,617 Est. Cost $48.23 Unrealized -19.2%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $495 Shares 4,476 Est. Cost $52.79 Unrealized +88.3%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $494 Shares 8,740 Est. Cost $59.45 Unrealized -10.6%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $492 Shares 16,253 Est. Cost $31.42 Unrealized -6.2%
AYI ACUITY INC COM 0.1%
Value ($000) $463 Shares 1,553 Est. Cost $133.39 Unrealized +93.7%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $457 Shares 250 Est. Cost $465.09 Unrealized +303.7%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $457 Shares 4,653 Est. Cost $89.26 Unrealized +20.1%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $447 Shares 1,315 Est. Cost $233.13 Unrealized +47.4%
MAS MASCO CORP COM 0.1%
Value ($000) $446 Shares 6,931 Est. Cost $21.99 Unrealized +182.9%
MLI MUELLER INDS INC COM 0.1%
Value ($000) $442 Shares 5,560 Est. Cost $58.39 Unrealized +28.3%
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $434 Shares 5,725 Est. Cost $67.73 Unrealized +8.4%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $433 Shares 1,533 Est. Cost $117.55 Unrealized +128.1%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $432 Shares 1,258 Est. Cost $276.85 Unrealized +24.4%
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $426 Shares 21,035 Est. Cost $15.82 Unrealized
HDPSX HODGES SMALL CAP RETAIL 0.1%
Value ($000) $409 Shares 21,105 Est. Cost $19.63 Unrealized
T AT&T INC COM 0.1%
Value ($000) $398 Shares 13,768 Est. Cost $19.24 Unrealized +40.2%
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $384 Shares 16,326 Est. Cost $6.91 Unrealized +197.7%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $380 Shares 2,155 Est. Cost $112.64 Unrealized +45.0%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $369 Shares 2,222 Est. Cost $35.20 Unrealized +320.1%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $364 Shares 6,748 Est. Cost $47519.86 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $364 Shares 4,358 Est. Cost $49235.54 Unrealized
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $353 Shares 6,152 Est. Cost $39858.49 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $341 Shares 3,632 Est. Cost $54009.92 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $324 Shares 1,833 Est. Cost $90385.23 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $324 Shares 3,562 Est. Cost $53.31 Unrealized +68.9%
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $306 Shares 3,325 Est. Cost $76.37 Unrealized +9.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $303 Shares 2,071 Est. Cost $76.68 Unrealized +71.8%
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $300 Shares 670 Est. Cost $199.15 Unrealized +118.1%
NUE NUCOR CORP COM 0.1%
Value ($000) $290 Shares 2,238 Est. Cost $118.11 Unrealized -2.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $288 Shares 2,116 Est. Cost $67.43 Unrealized +93.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $278 Shares 4,639 Est. Cost $30008.90 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $266 Shares 2,015 Est. Cost $110.73 Unrealized +18.3%
FFIV F5 INC COM 0.1%
Value ($000) $262 Shares 890 Est. Cost $159.54 Unrealized +73.2%
GPGI COMPOSECURE INC COM CL A 0.1%
Value ($000) $254 Shares 18,025 Est. Cost $10.09 Unrealized +21.5%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $250 Shares 10,800 Est. Cost $22275.82 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $236 Shares 664 Est. Cost $168.40 Unrealized +106.0%
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $234 Shares 5,537 Est. Cost $31599.97 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $231 Shares 2,410 Est. Cost $57248.65 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $226 Shares 3,370 Est. Cost $51700.00 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $224 Shares 2,205 Est. Cost $198.15 Unrealized -58.0%
GLW CORNING INC COM 0.0%
Value ($000) $219 Shares 4,160 Est. Cost $30.87 Unrealized +50.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $217 Shares 3,124 Est. Cost $50.05 Unrealized +20.6%
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $191 Shares 11,904 Est. Cost $17.01 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $189 Shares 685 Est. Cost $192.12 Unrealized +12.4%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $188 Shares 3,022 Est. Cost $35.69 Unrealized +62.3%
RPM RPM INTL INC COM 0.0%
Value ($000) $180 Shares 1,635 Est. Cost $88.24 Unrealized +24.6%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $177 Shares 382 Est. Cost $369.68 Unrealized +24.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $173 Shares 676 Est. Cost $206.67 Unrealized +12.8%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $172 Shares 2,932 Est. Cost $46.48 Unrealized +20.4%
TSLA TESLA INC COM 0.0%
Value ($000) $172 Shares 540 Est. Cost $324.77 Unrealized -7.2%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $171 Shares 3,000 Est. Cost $46.18 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $167 Shares 431 Est. Cost $213.76 Unrealized +54.8%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $162 Shares 5,063 Est. Cost $19.21 Unrealized +60.4%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $159 Shares 660 Est. Cost $642.78 Unrealized -63.2%
AMCOR PLC ORD 0.0%
Value ($000) $159 Shares 17,286 Est. Cost $8.89 Unrealized +2.9%
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $153 Shares 278 Est. Cost $470.41 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $153 Shares 1,678 Est. Cost $55.73 Unrealized +50.6%
JBL JABIL INC COM 0.0%
Value ($000) $153 Shares 700 Est. Cost $161.93 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $152 Shares 270 Est. Cost $369.85 Unrealized +49.1%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $147 Shares 260 Est. Cost $516.89 Unrealized +8.8%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $142 Shares 2,215 Est. Cost $52439.49 Unrealized
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $140 Shares 243 Est. Cost $517.95 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $139 Shares 1,165 Est. Cost $121.54 Unrealized -7.8%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $139 Shares 3,879 Est. Cost $27.15 Unrealized
RY ROYAL BK CDA COM 0.0%
Value ($000) $137 Shares 1,042 Est. Cost $88.10 Unrealized +38.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $136 Shares 238 Est. Cost $325068.38 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $131 Shares 1,435 Est. Cost $77.67 Unrealized +7.1%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $129 Shares 1,243 Est. Cost $93.11 Unrealized +9.5%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $125 Shares 2,434 Est. Cost $53.31 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $123 Shares 1,219 Est. Cost $90.36 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $119 Shares 897 Est. Cost $115.05 Unrealized +14.1%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $116 Shares 2,551 Est. Cost $35.52 Unrealized +23.3%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $115 Shares 165 Est. Cost $560.34 Unrealized +12.1%
IONQ IONQ INC COM 0.0%
Value ($000) $114 Shares 2,650 Est. Cost $33.51 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $113 Shares 9,826 Est. Cost $11.17 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $113 Shares 654 Est. Cost $204.14 Unrealized -11.2%
DE DEERE & CO COM 0.0%
Value ($000) $112 Shares 219 Est. Cost $461.52 Unrealized +5.0%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $110 Shares 200 Est. Cost $526.61 Unrealized 0.0%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $108 Shares 875 Est. Cost $93.22 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $107 Shares 264 Est. Cost $607.16 Unrealized -31.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $107 Shares 2,025 Est. Cost $52.49 Unrealized -3.6%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $105 Shares 210 Est. Cost $470.02 Unrealized +3.4%
HUMA HUMACYTE INC COM 0.0%
Value ($000) $103 Shares 49,300 Est. Cost $1.92 Unrealized 0.0%
PATTERSON COS INC COM 0.0%
Value ($000) $102 Shares 3,260 Est. Cost $23515.96 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $101 Shares 3,324 Est. Cost $52.11 Unrealized -42.5%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $100 Shares 285 Est. Cost $351.00 Unrealized