Filling information for Paladin Advisory Group, LLC as Treemap, investor disclosed 267 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
037833100 | 037833100 | APPLE INC | COM | 4153306 | 21412 | |
002824100 | 002824100 | ABBOTT LABS | COM | 223164 | 2047 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 17490 | 130 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 450835 | 1461 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 440580 | 901 | |
00846U101 | 00846U101 | AGILENT TECHNOLOGIES INC | COM | 97403 | 810 | |
011659109 | 011659109 | ALASKA AIR GROUP INC | COM | 4254 | 80 | |
01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 723645 | 8682 | |
G0176J109 | G0176J109 | ALLEGION PLC | ORD SHS | 21004 | 175 | |
018802108 | 018802108 | ALLIANT ENERGY CORP | COM | 15009 | 286 | |
020002101 | 020002101 | ALLSTATE CORP | COM | 47056 | 432 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1343034 | 11220 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 788724 | 6520 | |
023135106 | 023135106 | AMAZON COM INC | COM | 1353137 | 10380 | |
03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 499589 | 2576 | |
031162100 | 031162100 | AMGEN INC | COM | 2886 | 13 | |
032095101 | 032095101 | AMPHENOL CORP NEW | CL A | 145434 | 1712 | |
038222105 | 038222105 | APPLIED MATLS INC | COM | 72270 | 500 | |
00214Q302 | 00214Q302 | ARK ETF TR | GENOMIC REV ETF | 13636 | 400 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 12308 | 56 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 275711 | 9610 | |
075887109 | 075887109 | BECTON DICKINSON & CO | COM | 138428 | 524 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 298034 | 874 | |
093671105 | 093671105 | BLOCK H & R INC | COM | 114222 | 3584 | |
093712107 | 093712107 | BLOOM ENERGY CORP | COM CL A | 6834 | 418 | |
097023105 | 097023105 | BOEING CO | COM | 209260 | 991 | |
09857L108 | 09857L108 | BOOKING HOLDINGS INC | COM | 229528 | 85 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 37419 | 585 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 492700 | 568 | |
G16962105 | G16962105 | BUNGE LIMITED | COM | 8208 | 87 | |
14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 10937 | 100 | |
14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 113857 | 2290 | |
147528103 | 147528103 | CASEYS GEN STORES INC | COM | 20486 | 84 | |
150870103 | 150870103 | CELANESE CORP DEL | COM | 133054 | 1149 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 279136 | 1774 | |
16679L109 | 16679L109 | CHEWY INC | CL A | 1500 | 38 | |
H1467J104 | H1467J104 | CHUBB LIMITED | COM | 1111841 | 5774 | |
191216100 | 191216100 | COCA COLA CO | COM | 28243 | 469 | |
192446102 | 192446102 | COGNIZANT TECHNOLOGY SOLUTIO | CL A | 2285 | 35 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 36564 | 880 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 17510 | 169 | |
21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 54887 | 223 | |
21037T109 | 21037T109 | CONSTELLATION ENERGY CORP | COM | 2655 | 29 | |
22052L104 | 22052L104 | CORTEVA INC | COM | 10966 | 191 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 242809 | 451 | |
22822V101 | 22822V101 | CROWN CASTLE INC | COM | 2507 | 22 | |
126408103 | 126408103 | CSX CORP | COM | 190790 | 5595 | |
231021106 | 231021106 | CUMMINS INC | COM | 70606 | 288 | |
126650100 | 126650100 | CVS HEALTH CORP | COM | 63876 | 924 | |
235851102 | 235851102 | DANAHER CORPORATION | COM | 6000 | 25 | |
244199105 | 244199105 | DEERE & CO | COM | 59563 | 147 | |
247361702 | 247361702 | DELTA AIR LINES INC DEL | COM NEW | 23770 | 500 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 114457 | 1282 | |
256746108 | 256746108 | DOLLAR TREE INC | COM | 172631 | 1203 | |
260003108 | 260003108 | DOVER CORP | COM | 51825 | 351 | |
G29183103 | G29183103 | EATON CORP PLC | SHS | 308890 | 1536 | |
278865100 | 278865100 | ECOLAB INC | COM | 57687 | 309 | |
28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 127911 | 1356 | |
291011104 | 291011104 | EMERSON ELEC CO | COM | 26394 | 292 | |
30034W106 | 30034W106 | EVERGY INC | COM | 8471 | 145 | |
30040W108 | 30040W108 | EVERSOURCE ENERGY | COM | 23687 | 334 | |
30161N101 | 30161N101 | EXELON CORP | COM | 3544 | 87 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 74003 | 690 | |
33739P855 | 33739P855 | FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 70265 | 4170 | |
33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 37145 | 818 | |
33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 8150 | 50 | |
344849104 | 344849104 | FOOT LOCKER INC | COM | 7645 | 282 | |
302635206 | 302635206 | FS KKR CAP CORP | COM | 9168 | 478 | |
363576109 | 363576109 | GALLAGHER ARTHUR J & CO | COM | 43914 | 200 | |
375558103 | 375558103 | GILEAD SCIENCES INC | COM | 10173 | 132 | |
37954Y855 | 37954Y855 | GLOBAL X FDS | LITHIUM BTRY ETF | 8453 | 130 | |
37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 2407412 | 76596 | |
37959E102 | 37959E102 | GLOBE LIFE INC | COM | 166403 | 1518 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 75474 | 234 | |
38150K103 | 38150K103 | GOLDMAN SACHS PHYSICAL GOLD | UNIT | 1832652 | 96278 | |
384802104 | 384802104 | GRAINGER W W INC | COM | 3154 | 4 | |
405552100 | 405552100 | HALEON PLC | SPON ADS | 3438 | 410 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 288895 | 930 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 291330 | 1404 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 300192 | 1200 | |
45687V106 | 45687V106 | INGERSOLL RAND INC | COM | 81765 | 1251 | |
458140100 | 458140100 | INTEL CORP | COM | 32036 | 958 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 176405 | 1560 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 46566 | 348 | |
460146103 | 460146103 | INTERNATIONAL PAPER CO | COM | 2215 | 70 | |
461202103 | 461202103 | INTUIT | COM | 41237 | 90 | |
46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 477608 | 22700 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2291512 | 6203 | |
46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 218848 | 4440 | |
46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 145131 | 1487 | |
46434V407 | 46434V407 | ISHARES TR | 0-5YR HI YL CP | 102382 | 2470 | |
464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 25459 | 314 | |
46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 828474 | 16078 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 122258 | 1213 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 4889568 | 72438 | |
46435G326 | 46435G326 | ISHARES TR | CORE MSCI INTL | 31232 | 511 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 2895368 | 11073 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 2816757 | 28267 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2816253 | 6319 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 497880 | 5083 | |
464288521 | 464288521 | ISHARES TR | CRE U S REIT ETF | 103 | 2 | |
464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 1906411 | 19981 | |
464287325 | 464287325 | ISHARES TR | GLOB HLTHCRE ETF | 47339 | 557 | |
464288489 | 464288489 | ISHARES TR | INTL DEV RE ETF | 23389 | 1178 | |
464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 61068 | 481 | |
464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 87891 | 1738 | |
464287119 | 464287119 | ISHARES TR | MORNINGSTAR GRWT | 286147 | 4590 | |
464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 7268 | 76 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 1277378 | 17619 | |
46429B689 | 46429B689 | ISHARES TR | MSCI EAFE MIN VL | 213165 | 3158 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 2295976 | 21512 | |
464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 75072 | 308 | |
464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 7133354 | 25923 | |
464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 578289 | 3664 | |
464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 305509 | 1259 | |
464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 346902 | 3590 | |
464287473 | 464287473 | ISHARES TR | RUS MDCP VAL ETF | 33391 | 304 | |
464287101 | 464287101 | ISHARES TR | S&P 100 ETF | 7454 | 36 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 1410 | 20 | |
464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 43960 | 388 | |
464287796 | 464287796 | ISHARES TR | U.S. ENERGY ETF | 48281 | 1127 | |
464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 151764 | 2688 | |
464287739 | 464287739 | ISHARES TR | U.S. REAL ES ETF | 422748 | 4885 | |
46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 4410906 | 192616 | |
46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3272548 | 59146 | |
46641Q159 | 46641Q159 | J P MORGAN EXCHANGE TRADED F | INCOME ETF | 3435245 | 76001 | |
46654Q203 | 46654Q203 | J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 6627 | 137 | |
46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4187893 | 83524 | |
46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 1285244 | 25375 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 40552 | 245 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 695570 | 4783 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 3720 | 19 | |
518439104 | 518439104 | LAUDER ESTEE COS INC | CL A | 181652 | 925 | |
50189K103 | 50189K103 | LCI INDS | COM | 2527 | 20 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 276698 | 590 | |
G54950103 | G54950103 | LINDE PLC | SHS | 124232 | 326 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 28083 | 61 | |
548661107 | 548661107 | LOWES COS INC | COM | 229988 | 1019 | |
549498103 | 549498103 | LUCID GROUP INC | COM | 689 | 100 | |
55028X109 | 55028X109 | LUMOS PHARMA INC | COM | 14477 | 4387 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 1175180 | 2988 | |
579780206 | 579780206 | MCCORMICK & CO INC | COM NON VTG | 13085 | 150 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 90717 | 304 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 162873 | 381 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 14977 | 170 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1341437 | 11625 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 364178 | 1269 | |
595112103 | 595112103 | MICRON TECHNOLOGY INC | COM | 290495 | 4603 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1583511 | 4650 | |
609207105 | 609207105 | MONDELEZ INTL INC | CL A | 139208 | 1909 | |
61174X109 | 61174X109 | MONSTER BEVERAGE CORP NEW | COM | 208737 | 3634 | |
617446448 | 617446448 | MORGAN STANLEY | COM NEW | 98722 | 1156 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 46969 | 633 | |
654106103 | 654106103 | NIKE INC | CL B | 289942 | 2627 | |
66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 25429 | 252 | |
67077M108 | 67077M108 | NUTRIEN LTD | COM | 27635 | 468 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1238603 | 2928 | |
674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 3175 | 54 | |
681936100 | 681936100 | OMEGA HEALTHCARE INVS INC | COM | 5616 | 183 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 99678 | 837 | |
68902V107 | 68902V107 | OTIS WORLDWIDE CORP | COM | 87221 | 980 | |
69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 3066 | 200 | |
701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 65917 | 169 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 21887 | 328 | |
713448108 | 713448108 | PEPSICO INC | COM | 243379 | 1314 | |
717081103 | 717081103 | PFIZER INC | COM | 451817 | 12318 | |
72201R866 | 72201R866 | PIMCO ETF TR | INTER MUN BD ACT | 2690548 | 51901 | |
72814N104 | 72814N104 | PLAYAGS INC | COM | 5085 | 900 | |
74251V102 | 74251V102 | PRINCIPAL FINANCIAL GROUP IN | COM | 34052 | 449 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 86188 | 568 | |
74347B698 | 74347B698 | PROSHARES TR | RUSS 2000 DIVD | 189130 | 3198 | |
74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 4393786 | 46604 | |
744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 9175 | 104 | |
747525103 | 747525103 | QUALCOMM INC | COM | 14999 | 126 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 274365 | 2801 | |
773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 34592 | 105 | |
775711104 | 775711104 | ROLLINS INC | COM | 43344 | 1012 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 311397 | 1474 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 2947 | 52 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4666725 | 64262 | |
808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 237514 | 3169 | |
81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 52520 | 807 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 36445 | 449 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 3135 | 93 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 2640731 | 70065 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 110546 | 651 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 126682 | 1708 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 49508 | 373 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 133721 | 1246 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 103003 | 1574 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 428913 | 2467 | |
833445109 | 833445109 | SNOWFLAKE INC | CL A | 11967 | 68 | |
78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 278993 | 1565 | |
78463X863 | 78463X863 | SPDR INDEX SHS FDS | DJ INTL RL ETF | 82286 | 3322 | |
78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 1744762 | 53619 | |
78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 2054686 | 59764 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2588312 | 5839 | |
78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 3276223 | 6841 | |
78468R861 | 78468R861 | SPDR SER TR | BLOOMBERG 1 10 Y | 1534358 | 83118 | |
78468R408 | 78468R408 | SPDR SER TR | BLOOMBERG SHT TE | 11980 | 485 | |
78464A284 | 78464A284 | SPDR SER TR | NUVEEN BLOOMBERG | 1401 | 56 | |
78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 15733 | 289 | |
78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 665278 | 26223 | |
78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 354821 | 7732 | |
78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 72433 | 1390 | |
78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 513581 | 13223 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 660575 | 22438 | |
78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 323292 | 5299 | |
78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 2635 | 61 | |
78464A201 | 78464A201 | SPDR SER TR | S&P 600 SMCP GRW | 7388 | 96 | |
78468R804 | 78468R804 | SPDR SER TR | SSGA US LRG ETF | 46401 | 330 | |
78467V608 | 78467V608 | SSGA ACTIVE ETF TR | BLACKSTONE SENR | 2012869 | 48074 | |
78467V848 | 78467V848 | SSGA ACTIVE ETF TR | SPDR TR TACTIC | 4461 | 110 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 250912 | 2533 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 38136 | 125 | |
871332102 | 871332102 | SYLVAMO CORP | COMMON STOCK | 1643 | 41 | |
872590104 | 872590104 | T-MOBILE US INC | COM | 4306 | 31 | |
874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 299732 | 2970 | |
88160R101 | 88160R101 | TESLA INC | COM | 92667 | 354 | |
125523100 | 125523100 | THE CIGNA GROUP | COM | 25254 | 90 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 10445 | 20 | |
88688T100 | 88688T100 | TILRAY BRANDS INC | COM | 192 | 123 | |
G8994E103 | G8994E103 | TRANE TECHNOLOGIES PLC | SHS | 417712 | 2184 | |
902494103 | 902494103 | TYSON FOODS INC | CL A | 15312 | 300 | |
90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 17268 | 400 | |
907818108 | 907818108 | UNION PAC CORP | COM | 2865 | 14 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 132731 | 740 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 875245 | 1821 | |
902973304 | 902973304 | US BANCORP DEL | COM NEW | 333672 | 10099 | |
91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 93840 | 800 | |
92189H409 | 92189H409 | VANECK ETF TRUST | HIGH YLD MUNIETF | 5750 | 112 | |
92189F387 | 92189F387 | VANECK ETF TRUST | SHRT HGH YLD MUN | 2676 | 120 | |
921932505 | 921932505 | VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 8497 | 33 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 126678 | 448 | |
922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 11729 | 57 | |
922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 503825 | 6030 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1460687 | 3586 | |
922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 79158 | 398 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1338862 | 6078 | |
922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 16768 | 118 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 1962444 | 48241 | |
922042676 | 922042676 | VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 19934 | 496 | |
922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 26792 | 565 | |
922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 51676 | 1029 | |
92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 23455 | 310 | |
92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 67788 | 958 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 9869 | 61 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 204131 | 3640 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 26738 | 579 | |
921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 463049 | 4366 | |
921946810 | 921946810 | VANGUARD WHITEHALL FDS | INTL DVD ETF | 231878 | 3088 | |
921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 9270 | 39 | |
92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 5870 | 52 | |
92204A405 | 92204A405 | VANGUARD WORLD FDS | FINANCIALS ETF | 36071 | 444 | |
92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 29868 | 122 | |
92204A876 | 92204A876 | VANGUARD WORLD FDS | UTILITIES ETF | 55588 | 391 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 43773 | 1177 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 433876 | 1827 | |
928377100 | 928377100 | VISTA OUTDOOR INC | COM | 2767 | 100 | |
929089100 | 929089100 | VOYA FINANCIAL INC | COM | 29760 | 415 | |
929740108 | 929740108 | WABTEC | COM | 1230 | 11 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 49808 | 1167 | |
963320106 | 963320106 | WHIRLPOOL CORP | COM | 3422 | 23 | |
98139A105 | 98139A105 | WORKIVA INC | COM CL A | 188783 | 1857 | |
92936U109 | 92936U109 | WP CAREY INC | COM | 40401 | 598 | |
98212N107 | 98212N107 | WRAP TECHNOLOGIES INC | COM | 1460 | 1000 | |
988498101 | 988498101 | YUM BRANDS INC | COM | 155315 | 1121 |