Total Positions
733
Quarter
2022 Q3
Top Holding
IVV (10.9%)
Top 10 Concentration
46.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 733
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares Core S&...
|
ETF | 10.87% | 8.81% |
#1
1
Prev: #2
|
6.4 | 254,639 | 30.7% |
P
S
|
1,084,836 | $389,076,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
ESGU
iShares ESG Awa...
|
ETF | 10.14% | 10.93% |
#2
1
Prev: #1
|
4.1 | -83,614 | -1.8% |
P
S
|
4,570,219 | $362,921,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SPLG
SPDR Portfolio ...
|
ETF | 7.64% | 6.80% |
#3
Prev: #3
|
5.1 | 1,033,282 | 18.8% |
P
S
|
6,515,857 | $273,601,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EFV
iShares MSCI EA...
|
ETF | 4.08% | 5.96% |
#4
Prev: #4
|
1.7 | -1,122,681 | -22.9% |
P
S
|
3,788,292 | $145,963,000 | 2021 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EFG
iShares MSCI EA...
|
ETF | 3.86% | 3.48% |
#5
Prev: #5
|
3.6 | 361,070 | 23.4% |
P
S
|
1,904,911 | $138,220,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
USMV
iShares MSCI US...
|
ETF | 2.13% | 1.61% |
#6
7
Prev: #13
|
3.0 | 332,617 | 40.6% |
P
S
|
1,152,638 | $76,189,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VOO
Vanguard 500 In...
|
ETF | 2.00% | 1.93% |
#7
1
Prev: #8
|
2.8 | 19,263 | 9.7% |
P
S
|
218,351 | $71,685,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
OEF
iShares S&P 100...
|
ETF | 1.83% | 2.11% |
#8
2
Prev: #6
|
0.8 | -32,821 | -7.5% |
P
S
|
403,362 | $65,546,000 | 2020 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IVLU
iShares Edge MS...
|
ETF | 1.82% | 0.74% |
#9
14
Prev: #23
|
3.0 | 2,106,218 | 176.1% |
P
S
|
3,301,985 | $65,214,000 | 2021 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IJR
iShares Core S&...
|
ETF | 1.77% | 0.25% |
#10
57
Prev: #67
|
3.0 | 629,093 | 655.8% |
P
S
|
725,027 | $63,215,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IWB
iShares Russell...
|
ETF | 1.58% | 1.11% |
#11
6
Prev: #17
|
2.8 | 95,262 | 49.7% |
P
S
|
287,041 | $56,642,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SUSL
iShares ESG MSC...
|
ETF | 1.54% | 1.66% |
#12
Prev: #12
|
2.6 | 2,557 | 0.3% |
P
S
|
893,425 | $55,178,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EEMV
iShares MSCI Em...
|
ETF | 1.51% | 1.51% |
#13
1
Prev: #14
|
2.6 | 92,345 | 9.5% |
P
S
|
1,064,384 | $53,943,000 | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
QUAL
iShares MSCI US...
|
ETF | 1.32% | 0.68% |
#14
14
Prev: #28
|
2.8 | 234,163 | 107.0% |
P
S
|
452,982 | $47,083,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EELV
Invesco S&P Eme...
|
ETF | 1.29% | 1.23% |
#15
1
Prev: #16
|
2.6 | 304,470 | 16.1% |
P
S
|
2,194,807 | $46,069,000 | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IEV
iShares Europe ...
|
ETF | 1.21% | 0.39% |
#16
30
Prev: #46
|
2.8 | 818,967 | 247.8% |
P
S
|
1,149,445 | $43,404,000 | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IEFA
iShares Core MS...
|
ETF | 1.20% | 0.76% |
#17
5
Prev: #22
|
2.7 | 355,568 | 77.4% |
P
S
|
815,252 | $42,939,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EEM
iShares MSCI Em...
|
ETF | 1.12% | 0.15% |
#18
81
Prev: #99
|
2.7 | 1,017,303 | 749.4% |
P
S
|
1,153,058 | $40,219,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VTI
Vanguard Total ...
|
ETF | 0.96% | 0.69% |
#19
8
Prev: #27
|
2.5 | 60,628 | 46.4% |
P
S
|
191,412 | $34,352,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SCHG
Schwab US Large...
|
ETF | 0.95% | 0.34% |
#20
32
Prev: #52
|
2.7 | 400,874 | 191.4% |
P
S
|
610,354 | $34,064,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
HDV
iShares Core Hi...
|
ETF | 0.92% | 1.67% |
#21
10
Prev: #11
|
0.5 | -234,704 | -39.5% |
P
S
|
359,881 | $32,853,000 | 2020 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
AAPL
Apple Inc
|
Technology | 0.91% | 0.31% |
#22
34
Prev: #56
|
2.7 | 154,189 | 189.7% |
P
S
|
235,449 | $32,539,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IEMG
iShares Core MS...
|
ETF | 0.84% | 0.48% |
#23
17
Prev: #40
|
2.6 | 350,668 | 100.7% |
P
S
|
699,005 | $30,043,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
ITOT
iShares Core S&...
|
ETF | 0.83% | 0.55% |
#24
9
Prev: #33
|
2.5 | 141,227 | 60.3% |
P
S
|
375,393 | $29,859,000 | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VLUE
iShares MSCI US...
|
ETF | 0.81% | 0.96% |
#25
7
Prev: #18
|
0.3 | -23,647 | -6.2% |
P
S
|
355,793 | $29,125,000 | 2020 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JUESX
JPMorgan US Equ...
|
Unknown | 0.00% | 1.93% |
Sold All 😨
(Was: #7) |
0.3 | -3,936,205 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
HMEZX
NexPoint Merger...
|
Unknown | 0.00% | 1.87% |
Sold All 😨
(Was: #9) |
0.3 | -3,357,037 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
PBAIX
BlackRock Tacti...
|
Unknown | 0.00% | 1.79% |
Sold All 😨
(Was: #10) |
0.3 | -4,647,126 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
MAILX
BlackRock Inter...
|
Unknown | 0.00% | 0.94% |
Sold All 😨
(Was: #19) |
0.3 | -2,082,641 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JOHIX
JOHCM Internati...
|
Unknown | 0.00% | 0.70% |
Sold All 😨
(Was: #26) |
0.3 | -1,228,864 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
MADVX
BlackRock Equit...
|
Unknown | 0.00% | 0.54% |
Sold All 😨
(Was: #36) |
0.3 | -973,768 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
MRGRX
MFS Core Equity...
|
Unknown | 0.00% | 0.48% |
Sold All 😨
(Was: #39) |
0.3 | -417,848 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FSKAX
Fidelity Total ...
|
Unknown | 0.00% | 0.48% |
Sold All 😨
(Was: #41) |
0.3 | -162,470 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BIRIX
BlackRock Susta...
|
Unknown | 0.00% | 0.48% |
Sold All 😨
(Was: #42) |
0.3 | -1,059,281 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BIDVX
BlackRock GA Di...
|
Unknown | 0.00% | 0.29% |
Sold All 😨
(Was: #59) |
0.3 | -925,243 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
CBHIX
Victory Market ...
|
Unknown | 0.00% | 0.29% |
Sold All 😨
(Was: #60) |
0.3 | -1,092,365 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BILPX
BlackRock Event...
|
Unknown | 0.00% | 0.26% |
Sold All 😨
(Was: #63) |
0.3 | -959,617 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BIEEX
BlackRock GA Dy...
|
Unknown | 0.00% | 0.24% |
Sold All 😨
(Was: #68) |
0.3 | -740,088 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFQTX
DFA US Core Equ...
|
Unknown | 0.00% | 0.24% |
Sold All 😨
(Was: #70) |
0.3 | -318,258 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JVLIX
JHancock Discip...
|
Unknown | 0.00% | 0.22% |
Sold All 😨
(Was: #72) |
0.3 | -378,067 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
HGIIX
Hartford Core E...
|
Unknown | 0.00% | 0.21% |
Sold All 😨
(Was: #75) |
0.3 | -192,638 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BGSIX
BlackRock Techn...
|
Unknown | 0.00% | 0.21% |
Sold All 😨
(Was: #78) |
0.3 | -186,130 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFEOX
DFA US Core Equ...
|
Unknown | 0.00% | 0.19% |
Sold All 😨
(Was: #83) |
0.3 | -235,270 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
GSIMX
Goldman Sachs G...
|
Unknown | 0.00% | 0.15% |
Sold All 😨
(Was: #100) |
0.3 | -305,951 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
MALOX
BlackRock Globa...
|
Unknown | 0.00% | 0.14% |
Sold All 😨
(Was: #103) |
0.3 | -288,567 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FEUPX
American Funds ...
|
Unknown | 0.00% | 0.13% |
Sold All 😨
(Was: #107) |
0.3 | -95,324 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FXAIX
Fidelity 500 In...
|
Unknown | 0.00% | 0.13% |
Sold All 😨
(Was: #108) |
0.3 | -33,946 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JEMSX
JPMorgan Emergi...
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #112) |
0.3 | -151,761 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FZAEX
Fidelity Adviso...
|
Unknown | 0.00% | 0.11% |
Sold All 😨
(Was: #119) |
0.3 | -141,206 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFVQX
DFA Internation...
|
Unknown | 0.00% | 0.10% |
Sold All 😨
(Was: #123) |
0.3 | -319,463 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FSMDX
Fidelity Mid Ca...
|
Unknown | 0.00% | 0.10% |
Sold All 😨
(Was: #125) |
0.3 | -143,751 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFUSX
DFA US Large Co...
|
Unknown | 0.00% | 0.09% |
Sold All 😨
(Was: #128) |
0.3 | -124,927 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VTSAX
Vanguard Total ...
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #140) |
0.3 | -32,750 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
MADCX
BlackRock Emerg...
|
Unknown | 0.00% | 0.08% |
Sold All 😨
(Was: #148) |
0.3 | -119,925 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FAOSX
Fidelity Adviso...
|
Unknown | 0.00% | 0.08% |
Sold All 😨
(Was: #150) |
0.3 | -110,292 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IGFFX
American Funds ...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #152) |
0.3 | -85,300 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIDGX
Fidelity Small ...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #153) |
0.3 | -117,837 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JHQDX
JPMorgan Hedged...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #154) |
0.3 | -177,299 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JUEAX
JPMorgan US Equ...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #155) |
0.3 | -149,051 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
UBVLX
Undiscovered Ma...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #156) |
0.3 | -33,788 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JCCIX
JHancock Small ...
|
Unknown | 0.00% | 0.07% |
Sold All 😨
(Was: #159) |
0.3 | -177,955 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VFIAX
Vanguard 500 In...
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #160) |
0.3 | -6,847 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
PCBIX
Principal MidCa...
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #167) |
0.3 | -71,088 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
OTCIX
MFS Mid Cap Gro...
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #169) |
0.3 | -92,646 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FSPGX
Fidelity Large ...
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #170) |
0.3 | -100,816 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FZAGX
Fidelity Adv Eq...
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #172) |
0.3 | -65,670 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FSGGX
Fidelity Global...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #183) |
0.3 | -145,992 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
QYLD
Global X NASDAQ...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #184) |
0.3 | -101,720 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
TMLCX
SEI Tax-Managed...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #185) |
0.3 | -58,422 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BIGPX
BlackRock 60/40...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #186) |
0.3 | -130,822 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SWPPX
Schwab S&P 500 ...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #187) |
0.3 | -29,822 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIDFX
Fidelity Mid Ca...
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #191) |
0.3 | -69,205 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FNDX
Schwab Fundamen...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #193) |
0.3 | -32,570 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SEEGX
JPMorgan Large ...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #199) |
0.3 | -33,695 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SHSSX
BlackRock Healt...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #203) |
0.3 | -20,624 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BIBDX
BlackRock Globa...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #209) |
0.3 | -131,099 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFIEX
DFA Internation...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #216) |
0.3 | -104,986 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIQKX
Fidelity Intern...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #222) |
0.3 | -165,436 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
PTLC
Pacer Trendpilo...
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #223) |
0.3 | -34,995 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FZAOX
Fidelity Adviso...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #228) |
0.3 | -47,154 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
MPGFX
Mairs & Power G...
|
Unknown | 0.00% | 0.04% |
Sold All 😨
(Was: #229) |
0.3 | -9,939 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
HLQVX
JPMorgan Large ...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #233) |
0.3 | -70,020 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BACIX
BlackRock All C...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #241) |
0.3 | -97,984 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EMXC
iShares MSCI Em...
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #242) |
0.3 | -23,946 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DUSLX
DFA US Large Ca...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #245) |
0.3 | -43,422 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIFAX
American Funds ...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #250) |
0.3 | -46,464 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFEMX
DFA Emerging Ma...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #252) |
0.3 | -39,441 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DISVX
DFA Internation...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #253) |
0.3 | -58,937 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BMCIX
BlackRock High ...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #258) |
0.3 | -37,356 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VCRIX
MainStay Funds ...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #262) |
0.3 | -79,418 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
GQGIX
GQG Partners Em...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #267) |
0.3 | -68,823 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SNXFX
Schwab 1000 Ind...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #273) |
0.3 | -11,436 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFCEX
DFA Emerging Ma...
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #277) |
0.3 | -43,002 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IYJ
iShares US Indu...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #286) |
0.3 | -9,346 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VTRIX
Vanguard Intern...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #287) |
0.3 | -23,517 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
XYLD
Global X S&P 50...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #294) |
0.3 | -18,069 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FMDGX
Fidelity Mid Ca...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #297) |
0.3 | -36,787 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JFAMX
JPMorgan Emergi...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #298) |
0.3 | -27,054 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
HLIEX
JPMorgan Equity...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #304) |
0.3 | -33,556 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FDWGX
American Funds ...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #305) |
0.3 | -76,833 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIKHX
Fidelity Adviso...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #306) |
0.3 | -9,547 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VPCCX
Vanguard PrimeC...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #309) |
0.3 | -24,387 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FVLZX
Fidelity Adviso...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #312) |
0.3 | -23,565 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SCHC
Schwab Internat...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #314) |
0.3 | -21,424 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
POLIX
Polen Growth Fu...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #317) |
0.3 | -18,497 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
N/A
Blackstone Priv...
|
—
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #320) |
0.3 | -25,565 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | ||
|
DODGX
Dodge & Cox Sto...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #321) |
0.3 | -3,012 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIKCX
Fidelity Adviso...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #325) |
0.3 | -10,512 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
GAFFX
American Funds ...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #331) |
0.3 | -11,390 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FWGIX
American Funds ...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #332) |
0.3 | -11,910 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
CFIHX
American Funds ...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #338) |
0.3 | -8,839 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SGIIX
First Eagle Glo...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #342) |
0.3 | -9,084 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SCHK
Schwab 1000 ETF
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #343) |
0.3 | -14,422 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
TILVX
TIAA-CREF Large...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #344) |
0.3 | -24,375 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
ANWFX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #351) |
0.3 | -10,500 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
CWGIX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #353) |
0.3 | -10,139 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DGEIX
DFA Global Equi...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #355) |
0.3 | -19,048 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
AGTHX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #360) |
0.3 | -9,340 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
AWSHX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #361) |
0.3 | -9,521 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIKEX
Fidelity Adviso...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #364) |
0.3 | -14,399 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
WGIFX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #368) |
0.3 | -9,580 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FAEVX
Fidelity Adviso...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #372) |
0.3 | -20,846 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BIREX
BlackRock Real ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #375) |
0.3 | -29,263 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFLVX
DFA US Large Ca...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #377) |
0.3 | -10,805 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BCSFX
Brown Capital M...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #387) |
0.3 | -21,833 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
ARGFX
Ariel Fund
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #404) |
0.3 | -5,604 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
TILIX
TIAA-CREF Large...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #405) |
0.3 | -8,646 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
RPIFX
T. Rowe Price I...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #409) |
0.3 | -39,052 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
RETSX
Russell Inv Tax...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #411) |
0.3 | -6,291 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
GFFFX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #420) |
0.3 | -6,464 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
BBCA
JPMorgan BetaBu...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #424) |
0.3 | -5,510 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FRDAX
Franklin Rising...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #429) |
0.3 | -3,927 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
LMOEE
Miller Opportun...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #430) |
0.3 | -11,332 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VDIGX
Vanguard Divide...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #433) |
0.3 | -9,125 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FCNTX
Fidelity Contra...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #435) |
0.3 | -22,829 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FDX
FedEx Corp
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #438) |
0.3 | -1,319 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EITGX
Eaton Vance Tax...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #439) |
0.3 | -8,980 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
ANCFX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #443) |
0.3 | -4,936 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
CAIFX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #444) |
0.3 | -4,631 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VBIAX
Vanguard Balanc...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #447) |
0.3 | -7,111 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
AAAZX
DWS RREEF Real ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #452) |
0.3 | -23,839 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VWENX
Vanguard Wellin...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #455) |
0.3 | -3,980 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DUSQX
DFA Inv Dimensi...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #457) |
0.3 | -12,344 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SCHM
Schwab US Mid-C...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #461) |
0.3 | -4,336 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SSSB
Systematic Savi...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #462) |
0.3 | -22,500 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
AMECX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #465) |
0.3 | -11,369 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VTCLX
Vanguard Tax-Ma...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #467) |
0.3 | -1,345 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FIDZX
Fidelity Adviso...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #475) |
0.3 | -11,474 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
LMNVX
ClearBridge Val...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #476) |
0.3 | -2,448 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
SIZE
iShares MSCI US...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #478) |
0.3 | -2,319 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FSPHX
Fidelity Select...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #480) |
0.3 | -10,009 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
AMEFX
American Funds ...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #481) |
0.3 | -10,689 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
N/A
JPMorgan US Min...
|
—
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #484) |
0.3 | -6,856 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | ||
|
FOCPX
Fidelity OTC Po...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #485) |
0.3 | -17,905 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VWILX
Vanguard Intern...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #486) |
0.3 | -2,536 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VTWAX
Vanguard Total ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #487) |
0.3 | -7,919 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
RSPU
Invesco S&P 500...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #489) |
0.3 | -2,080 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
IYF
iShares US Fina...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #488) |
0.3 | -3,406 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DFAU
Dimensional US ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #496) |
0.3 | -8,711 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
DDWM
WisdomTree Dyna...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #497) |
0.3 | -8,208 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VITAX
Vanguard Inform...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #505) |
0.3 | -1,315 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
QUS
SPDR MSCI USA S...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #507) |
0.3 | -2,040 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VWNAX
Vanguard Windso...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #504) |
0.3 | -3,272 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VDADX
Vanguard Divide...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #511) |
0.3 | -5,567 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VIMAX
Vanguard Mid-Ca...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #519) |
0.3 | -866 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VPMAX
Vanguard PrimeC...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #517) |
0.3 | -1,509 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JACTX
Janus Henderson...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #520) |
0.3 | -6,073 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
PRFZ
Invesco FTSE RA...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #521) |
0.3 | -1,357 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
LGLV
SPDR SSGA US La...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #524) |
0.3 | -1,578 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
PDP
Invesco DWA Mom...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #526) |
0.3 | -3,030 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FSMAX
Fidelity Extend...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #525) |
0.3 | -3,306 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
JPSE
JPMorgan Divers...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #531) |
0.3 | -5,438 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
VEIRX
Vanguard Equity...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #532) |
0.3 | -2,400 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
HDVFX
Hartford Intern...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #536) |
0.3 | -16,250 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
CPRDX
Clarion Partner...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #537) |
0.3 | -12,217 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
EIDOX
Eaton Vance Eme...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #538) |
0.3 | -17,484 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
FRIAX
Franklin Income...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #539) |
0.3 | -51,242 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) | |||
|
N/A
Cano Health Inc...
|
—
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #540) |
0.3 | -10,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2022-09-30 | 2022-11-14 (Est.) |
Showing 1-25 of 733 holdings