ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 1, 2025

Total Value ($000): $509,118 (100.0% shares, 0.0% debt)

Holdings (187)

AAPL APPLE INC COM 6.8%
Value ($000) $34,388 Shares 135,049 Est. Cost $137.11 Unrealized +64.5%
PGR PROGRESSIVE CORP COM 5.2%
Value ($000) $26,266 Shares 106,362 Est. Cost $23.88 Unrealized +870.3%
MSFT MICROSOFT CORP COM 4.9%
Value ($000) $24,885 Shares 48,045 Est. Cost $110.78 Unrealized +359.2%
GOOG ALPHABET INC CAP STK CL C 4.2%
Value ($000) $21,483 Shares 88,207 Est. Cost $115.06 Unrealized +82.5%
WMT WALMART INC COM 3.6%
Value ($000) $18,583 Shares 180,308 Est. Cost $44.89 Unrealized +121.0%
ADP AUTOMATIC DATA PROCESSING INC COM 3.4%
Value ($000) $17,423 Shares 59,362 Est. Cost $68.80 Unrealized +332.9%
KO COCA COLA CO COM 2.7%
Value ($000) $13,916 Shares 209,830 Est. Cost $31.04 Unrealized +118.8%
LLY ELI LILLY & CO COM 2.6%
Value ($000) $13,274 Shares 17,397 Est. Cost $70.44 Unrealized +953.7%
HD HOME DEPOT INC COM 2.5%
Value ($000) $12,587 Shares 31,063 Est. Cost $137.26 Unrealized +183.5%
JNJ JOHNSON & JOHNSON COM 2.4%
Value ($000) $12,287 Shares 66,264 Est. Cost $111.53 Unrealized +52.0%
MCD MCDONALDS CORP COM 2.3%
Value ($000) $11,655 Shares 38,352 Est. Cost $76.49 Unrealized +294.0%
QCOM QUALCOMM INC COM 2.2%
Value ($000) $11,381 Shares 68,411 Est. Cost $54.35 Unrealized +189.2%
ABBV ABBVIE INC COM 2.0%
Value ($000) $10,388 Shares 44,864 Est. Cost $102.58 Unrealized +96.9%
CB CHUBB LIMITED COM 2.0%
Value ($000) $9,931 Shares 35,187 Est. Cost $140.27 Unrealized +96.2%
CMI CUMMINS INC COM 1.9%
Value ($000) $9,737 Shares 23,052 Est. Cost $123.38 Unrealized +208.5%
XOM EXXON MOBIL CORP COM 1.8%
Value ($000) $9,368 Shares 83,090 Est. Cost $54.34 Unrealized +101.9%
VZ VERIZON COMMUNICATIONS INC COM 1.8%
Value ($000) $9,343 Shares 212,581 Est. Cost $39.72 Unrealized +7.0%
TFC TRUIST FINL CORP COM 1.7%
Value ($000) $8,708 Shares 190,467 Est. Cost $41.35 Unrealized +7.2%
CVX CHEVRON 1.6%
Value ($000) $8,153 Shares 52,504 Est. Cost $84.16 Unrealized +80.9%
JPM JPMORGAN CHASE & CO. COM 1.6%
Value ($000) $8,019 Shares 25,421 Est. Cost $116.24 Unrealized +154.6%
NVDA NVIDIA CORPORATION COM 1.6%
Value ($000) $8,012 Shares 42,940 Est. Cost $93.95 Unrealized +85.5%
GPC GENUINE PARTS CO COM 1.5%
Value ($000) $7,414 Shares 53,490 Est. Cost $72.66 Unrealized +82.2%
CFR CULLEN FROST BANKERS INC COM 1.3%
Value ($000) $6,808 Shares 53,704 Est. Cost $58.61 Unrealized +118.9%
INTC INTEL CORP COM 1.2%
Value ($000) $6,066 Shares 180,801 Est. Cost $28.20 Unrealized -14.1%
COST COSTCO WHSL CORP NEW COM 1.1%
Value ($000) $5,402 Shares 5,836 Est. Cost $264.87 Unrealized +261.2%
VRT VERTIV HOLDINGS CO COM CL A 1.0%
Value ($000) $5,320 Shares 35,266 Est. Cost $78.58 Unrealized +69.7%
SYY SYSCO CORP COM 1.0%
Value ($000) $4,870 Shares 59,140 Est. Cost $34.13 Unrealized +131.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.9%
Value ($000) $4,640 Shares 15,616 Est. Cost $136.16 Unrealized +134.6%
CPRT COPART INC COM 0.9%
Value ($000) $4,563 Shares 101,474 Est. Cost $31.69 Unrealized +48.7%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.9%
Value ($000) $4,560 Shares 95,123 Est. Cost $38.49 Unrealized +24.1%
AMGN AMGEN INC COM 0.9%
Value ($000) $4,457 Shares 15,793 Est. Cost $120.11 Unrealized +138.6%
CTAS CINTAS CORP COM 0.9%
Value ($000) $4,395 Shares 21,410 Est. Cost $151.08 Unrealized +40.9%
IDCC INTERDIGITAL INC COM 0.8%
Value ($000) $4,182 Shares 12,113 Est. Cost $70.25 Unrealized +286.7%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $3,904 Shares 46,737 Est. Cost $91.00 Unrealized -3.2%
PAYX PAYCHEX INC COM 0.7%
Value ($000) $3,774 Shares 29,771 Est. Cost $61.76 Unrealized +122.1%
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $3,771 Shares 39,867 Est. Cost $47.34 Unrealized +97.0%
TROW PRICE T ROWE GROUP INC COM 0.7%
Value ($000) $3,703 Shares 36,081 Est. Cost $148.01 Unrealized -30.5%
GILD GILEAD SCIENCES INC COM 0.7%
Value ($000) $3,649 Shares 32,871 Est. Cost $54.98 Unrealized +104.2%
WY WEYERHAEUSER CO MTN BE COM NEW 0.7%
Value ($000) $3,647 Shares 147,118 Est. Cost $20.82 Unrealized +21.0%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $3,469 Shares 26,446 Est. Cost $65.63 Unrealized +106.4%
MRK MERCK & CO INC COM 0.7%
Value ($000) $3,385 Shares 40,333 Est. Cost $39.93 Unrealized +102.9%
WM WASTE MGMT INC DEL COM 0.6%
Value ($000) $3,279 Shares 14,848 Est. Cost $107.61 Unrealized +107.9%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $3,238 Shares 26,167 Est. Cost $57.11 Unrealized +109.8%
CSX CSX CORP COM 0.6%
Value ($000) $3,108 Shares 87,514 Est. Cost $30.02 Unrealized +13.0%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $3,107 Shares 14,255 Est. Cost $83.12 Unrealized +145.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.6%
Value ($000) $3,087 Shares 40,101 Est. Cost $90.55 Unrealized -19.1%
AFL AFLAC INC COM 0.6%
Value ($000) $3,018 Shares 27,015 Est. Cost $36.23 Unrealized +187.6%
AMZN AMAZON COM INC COM 0.6%
Value ($000) $2,834 Shares 12,907 Est. Cost $151.54 Unrealized +49.4%
SON SONOCO PRODS CO COM 0.5%
Value ($000) $2,789 Shares 64,734 Est. Cost $38.00 Unrealized +19.4%
KMB KIMBERLY-CLARK CORP COM 0.5%
Value ($000) $2,490 Shares 20,028 Est. Cost $79.35 Unrealized +59.8%
WERN WERNER ENTERPRISES INC COM 0.5%
Value ($000) $2,420 Shares 91,942 Est. Cost $30.15 Unrealized -7.0%
TXN TEXAS INSTRS INC COM 0.5%
Value ($000) $2,366 Shares 12,876 Est. Cost $158.28 Unrealized +22.1%
NEE NEXTERA ENERGY INC COM 0.5%
Value ($000) $2,297 Shares 30,432 Est. Cost $69.09 Unrealized +4.5%
ENVA ENOVA INTL INC COM 0.4%
Value ($000) $2,258 Shares 19,617 Est. Cost $38.00 Unrealized +200.7%
MDT MEDTRONIC PLC SHS 0.4%
Value ($000) $2,156 Shares 22,633 Est. Cost $86.48 Unrealized +5.5%
BA BOEING CO COM 0.4%
Value ($000) $2,150 Shares 9,960 Est. Cost $191.16 Unrealized +18.0%
PFE PFIZER INC COM 0.4%
Value ($000) $2,092 Shares 82,120 Est. Cost $23.96 Unrealized +0.8%
TECH BIO-TECHNE CORP COM 0.4%
Value ($000) $2,079 Shares 37,380 Est. Cost $66.53 Unrealized -19.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.4%
Value ($000) $2,052 Shares 4,589 Est. Cost $388.84 Unrealized +23.4%
META META PLATFORMS INC CL A 0.4%
Value ($000) $2,024 Shares 2,756 Est. Cost $404.29 Unrealized +83.8%
PSA PUBLIC STORAGE OPER CO COM 0.4%
Value ($000) $1,947 Shares 6,738 Est. Cost $287.49 Unrealized -2.1%
SNA SNAP ON INC COM 0.4%
Value ($000) $1,864 Shares 5,379 Est. Cost $188.71 Unrealized +71.6%
BLK BLACKROCK INC COM 0.4%
Value ($000) $1,833 Shares 1,574 Est. Cost $983.11 Unrealized +12.8%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $1,777 Shares 15,520 Est. Cost $132.46 Unrealized -11.7%
COF CAPITAL ONE FINL CORP COM 0.3%
Value ($000) $1,766 Shares 8,306 Est. Cost $185.05 Unrealized +17.7%
PSX PHILLIPS 66 COM 0.3%
Value ($000) $1,737 Shares 12,768 Est. Cost $85.96 Unrealized +47.0%
ORCL ORACLE CORP COM 0.3%
Value ($000) $1,667 Shares 5,927 Est. Cost $125.14 Unrealized +103.1%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $1,579 Shares 4,573 Est. Cost $341.36 Unrealized -12.4%
EXPD EXPEDITORS INTL WASH INC COM 0.3%
Value ($000) $1,539 Shares 12,551 Est. Cost $115.08 Unrealized +2.8%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,444 Shares 9,400 Est. Cost $73.04 Unrealized +112.1%
DLR DIGITAL RLTY TR INC COM 0.3%
Value ($000) $1,430 Shares 8,271 Est. Cost $133.09 Unrealized +26.7%
GE GE AEROSPACE COM NEW 0.3%
Value ($000) $1,405 Shares 4,672 Est. Cost $61.56 Unrealized +343.0%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,402 Shares 12,654 Est. Cost $40.62 Unrealized +162.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,357 Shares 2,700 Est. Cost $222.00 Unrealized +118.2%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $1,258 Shares 14,874 Est. Cost $92.64 Unrealized -4.4%
DVN DEVON ENERGY CORP NEW COM 0.2%
Value ($000) $1,222 Shares 34,841 Est. Cost $40.51 Unrealized -17.0%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $1,208 Shares 10,544 Est. Cost $77.08 Unrealized +39.0%
SO SOUTHERN CO COM 0.2%
Value ($000) $1,207 Shares 12,734 Est. Cost $46.95 Unrealized +96.4%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $1,148 Shares 4,402 Est. Cost $84.80 Unrealized +203.5%
RNR RENAISSANCERE HLDGS LTD COM 0.2%
Value ($000) $1,129 Shares 4,446 Est. Cost $187.16 Unrealized +29.4%
ROST ROSS STORES INC COM 0.2%
Value ($000) $1,129 Shares 7,406 Est. Cost $68.19 Unrealized +108.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.2%
Value ($000) $1,085 Shares 3,305 Est. Cost $108029.70 Unrealized
GNTX GENTEX CORP COM 0.2%
Value ($000) $1,013 Shares 35,788 Est. Cost $34.09 Unrealized -22.1%
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $967 Shares 35,691 Est. Cost $46.09 Unrealized -38.0%
NFLX NETFLIX INC COM 0.2%
Value ($000) $941 Shares 785 Est. Cost $26.46 Unrealized +361.3%
TFX TELEFLEX INCORPORATED COM 0.2%
Value ($000) $877 Shares 7,169 Est. Cost $127.46 Unrealized -5.3%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $869 Shares 4,129 Est. Cost $79.20 Unrealized +161.5%
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $857 Shares 1,567 Est. Cost $416.08 Unrealized +23.2%
LULU LULULEMON ATHLETICA INC COM 0.2%
Value ($000) $850 Shares 4,775 Est. Cost $314.79 Unrealized -36.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value ($000) $788 Shares 2,792 Est. Cost $135.51 Unrealized +91.5%
FAST FASTENAL CO COM 0.1%
Value ($000) $721 Shares 14,704 Est. Cost $33.52 Unrealized +40.0%
GEV GE VERNOVA INC COM 0.1%
Value ($000) $719 Shares 1,170 Est. Cost $158.10 Unrealized +283.0%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $700 Shares 1,459 Est. Cost $160570.86 Unrealized
VTSAX VANGUARD TOTAL STOCK MKT IDX ADM 0.1%
Value ($000) $697 Shares 4,363 Est. Cost $66903.19 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $695 Shares 7,746 Est. Cost $110.89 Unrealized -12.8%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $656 Shares 985 Est. Cost $283724.40 Unrealized
MLI MUELLER INDS INC COM 0.1%
Value ($000) $606 Shares 5,990 Est. Cost $60.76 Unrealized +50.5%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $583 Shares 4,476 Est. Cost $52.79 Unrealized +123.6%
WU WESTERN UN CO COM 0.1%
Value ($000) $575 Shares 71,955 Est. Cost $19221.01 Unrealized
CHD CHURCH & DWIGHT CO INC COM 0.1%
Value ($000) $569 Shares 6,488 Est. Cost $45.68 Unrealized +104.1%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $561 Shares 9,165 Est. Cost $59.40 Unrealized -1.8%
AYI ACUITY INC COM 0.1%
Value ($000) $535 Shares 1,553 Est. Cost $133.39 Unrealized +138.7%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $524 Shares 2,155 Est. Cost $112.64 Unrealized +85.7%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $511 Shares 3,493 Est. Cost $182.89 Unrealized -17.7%
MAS MASCO CORP COM 0.1%
Value ($000) $488 Shares 6,938 Est. Cost $21.99 Unrealized +217.9%
RTX RTX CORPORATION COM 0.1%
Value ($000) $473 Shares 2,828 Est. Cost $97.45 Unrealized +58.3%
EG EVEREST GROUP LTD COM 0.1%
Value ($000) $461 Shares 1,315 Est. Cost $233.13 Unrealized +44.8%
HDPSX HODGES SMALL CAP GROWTH RETAIL 0.1%
Value ($000) $460 Shares 21,105 Est. Cost $19.63 Unrealized
SWYMX SCHWAB TARGET 2050 INDEX 0.1%
Value ($000) $455 Shares 21,035 Est. Cost $15.82 Unrealized
TMUS T-MOBILE US INC COM 0.1%
Value ($000) $454 Shares 1,895 Est. Cost $240.31 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $436 Shares 1,258 Est. Cost $276.85 Unrealized +26.9%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $431 Shares 3,968 Est. Cost $89.26 Unrealized +19.9%
MPC MARATHON PETE CORP COM 0.1%
Value ($000) $428 Shares 2,222 Est. Cost $35.20 Unrealized +395.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $418 Shares 1,533 Est. Cost $117.55 Unrealized +142.9%
HRL HORMEL FOODS CORP COM 0.1%
Value ($000) $400 Shares 16,187 Est. Cost $31.42 Unrealized -13.0%
DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 0.1%
Value ($000) $393 Shares 6,748 Est. Cost $47519.86 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $393 Shares 10,019 Est. Cost $60.13 Unrealized -25.1%
EOG EOG RES INC COM 0.1%
Value ($000) $390 Shares 3,480 Est. Cost $119.16 Unrealized -1.0%
T AT&T INC COM 0.1%
Value ($000) $389 Shares 13,768 Est. Cost $19.24 Unrealized +45.9%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $381 Shares 3,792 Est. Cost $54.29 Unrealized +82.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $380 Shares 4,358 Est. Cost $49235.54 Unrealized
GPGI COMPOSECURE INC COM CL A 0.1%
Value ($000) $375 Shares 18,025 Est. Cost $10.09 Unrealized +71.5%
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $374 Shares 250 Est. Cost $465.09 Unrealized +223.3%
FSPSX FIDELITY INTERNATIONAL INDEX 0.1%
Value ($000) $369 Shares 6,152 Est. Cost $39858.49 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.1%
Value ($000) $368 Shares 5,501 Est. Cost $67.73 Unrealized +2.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $346 Shares 3,632 Est. Cost $54009.92 Unrealized
CF CF INDS HLDGS INC COM 0.1%
Value ($000) $344 Shares 3,830 Est. Cost $77.95 Unrealized +13.4%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $342 Shares 1,833 Est. Cost $90385.23 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $333 Shares 8,345 Est. Cost $48.23 Unrealized -21.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $306 Shares 4,639 Est. Cost $30008.90 Unrealized
NUE NUCOR CORP COM 0.1%
Value ($000) $303 Shares 2,238 Est. Cost $118.11 Unrealized +19.0%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $285 Shares 3,562 Est. Cost $53.31 Unrealized +58.8%
FFIV F5 INC COM 0.1%
Value ($000) $284 Shares 880 Est. Cost $159.54 Unrealized +96.2%
ABT ABBOTT LABS COM 0.1%
Value ($000) $283 Shares 2,116 Est. Cost $67.43 Unrealized +93.7%
PEP PEPSICO INC COM 0.1%
Value ($000) $283 Shares 2,015 Est. Cost $110.73 Unrealized +26.8%
METLIFE INC PFD A FLT RATE 0.1%
Value ($000) $260 Shares 10,800 Est. Cost $22275.82 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $259 Shares 785 Est. Cost $206.59 Unrealized +48.0%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $248 Shares 14,376 Est. Cost $9611.57 Unrealized
DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 0.0%
Value ($000) $247 Shares 5,537 Est. Cost $31599.97 Unrealized
DFUS DIMENSIONAL U.S. EQUITY MARKET ETF 0.0%
Value ($000) $244 Shares 3,370 Est. Cost $51700.00 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $240 Shares 540 Est. Cost $324.77 Unrealized +6.8%
GLW CORNING INC COM 0.0%
Value ($000) $235 Shares 2,860 Est. Cost $30.87 Unrealized +110.5%
V VISA INC COM CL A 0.0%
Value ($000) $227 Shares 664 Est. Cost $168.40 Unrealized +104.9%
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $224 Shares 4,494 Est. Cost $51.77 Unrealized
BNL BROADSTONE NET LEASE INC COM 0.0%
Value ($000) $213 Shares 11,904 Est. Cost $17.01 Unrealized
CAT CATERPILLAR INC COM 0.0%
Value ($000) $206 Shares 431 Est. Cost $213.76 Unrealized +99.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $205 Shares 2,999 Est. Cost $50.05 Unrealized +34.6%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $203 Shares 676 Est. Cost $206.67 Unrealized +33.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $199 Shares 1,230 Est. Cost $161.38 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $194 Shares 2,932 Est. Cost $46.48 Unrealized +32.1%
RPM RPM INTL INC COM 0.0%
Value ($000) $194 Shares 1,642 Est. Cost $88.24 Unrealized +36.0%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $192 Shares 670 Est. Cost $199.15 Unrealized +90.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $191 Shares 382 Est. Cost $369.68 Unrealized +21.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $183 Shares 1,678 Est. Cost $55.73 Unrealized +81.9%
CBSH COMMERCE BANCSHARES INC COM 0.0%
Value ($000) $181 Shares 3,022 Est. Cost $35.69 Unrealized +63.4%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $180 Shares 3,000 Est. Cost $46.18 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.0%
Value ($000) $173 Shares 288 Est. Cost $474.92 Unrealized
IONQ IONQ INC COM 0.0%
Value ($000) $163 Shares 2,656 Est. Cost $33.51 Unrealized +40.3%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $158 Shares 565 Est. Cost $642.78 Unrealized -57.7%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $158 Shares 5,063 Est. Cost $19.21 Unrealized +60.6%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $158 Shares 2,005 Est. Cost $198.15 Unrealized -53.7%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $154 Shares 270 Est. Cost $369.85 Unrealized +55.1%
JBL JABIL INC COM 0.0%
Value ($000) $152 Shares 700 Est. Cost $161.93 Unrealized +34.4%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $151 Shares 905 Est. Cost $94.37 Unrealized +35.4%
VFIAX VANGUARD 500 INDEX ADMIRAL 0.0%
Value ($000) $151 Shares 244 Est. Cost $517.95 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $151 Shares 2,215 Est. Cost $52439.49 Unrealized
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $150 Shares 3,879 Est. Cost $27.15 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $146 Shares 238 Est. Cost $325068.38 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $141 Shares 17,286 Est. Cost $8.89 Unrealized +0.9%
TTNDY TECHTRONIC INDS LTD SPONSORED ADR 0.0%
Value ($000) $140 Shares 2,200 Est. Cost $63.84 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $137 Shares 1,435 Est. Cost $77.67 Unrealized +21.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $136 Shares 1,208 Est. Cost $93.11 Unrealized +16.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $130 Shares 1,265 Est. Cost $90.83 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $130 Shares 260 Est. Cost $516.89 Unrealized +2.8%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $129 Shares 2,551 Est. Cost $35.52 Unrealized +29.8%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $128 Shares 264 Est. Cost $607.16 Unrealized -23.5%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $128 Shares 210 Est. Cost $470.02 Unrealized +19.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $127 Shares 897 Est. Cost $115.05 Unrealized +17.2%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $126 Shares 200 Est. Cost $526.61 Unrealized +12.9%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $125 Shares 165 Est. Cost $560.34 Unrealized +31.2%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $124 Shares 670 Est. Cost $160.55 Unrealized 0.0%
RY ROYAL BK CDA COM 0.0%
Value ($000) $119 Shares 807 Est. Cost $88.10 Unrealized +56.5%
CLS CELESTICA INC COM 0.0%
Value ($000) $111 Shares 450 Est. Cost $201.61 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $109 Shares 1,043 Est. Cost $104.55 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $108 Shares 285 Est. Cost $351.00 Unrealized
RHLD RESOLUTE HLDGS MGMT INC COM 0.0%
Value ($000) $102 Shares 1,417 Est. Cost $54.08 Unrealized 0.0%
DE DEERE & CO COM 0.0%
Value ($000) $101 Shares 219 Est. Cost $461.52 Unrealized +6.1%