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Garde Capital, Inc. 13F Holdings
Holdings from the most recent 13F from Garde Capital, Inc.
Filed: 2024-12-03 (Q3 2024) | Holdings: 265 | Value: $1.5B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VTV - Vanguard US Value Index ETF | 12.26% | $186.5M | +0.09% | -3.32% | |||
| VUG - Vanguard US Growth Index ETF | Reduce 1% $(1.5M) | 12.23% | $186.0M | +9.33% | -5.73% | ||
| VV - Vanguard Large-Cap ETF | Reduce 1% $(592.7K) | 7.47% | $113.7M | +5.61% | -4.53% | ||
| VGK - Vanguard FTSE Europe Index ETF | 5.10% | $77.6M | +17.14% | +8.29% | |||
| VTI - Vanguard Total Stock Market ETF | Reduce 13% $(10.7M) | 4.69% | $71.3M | +4.13% | -5.45% | ||
| VPL - Vanguard FTSE Pacific Index ETF | 3.52% | $53.5M | +10.62% | -1.90% | |||
| MSFT - Microsoft Corporation | 3.26% | $49.6M | +23.68% | -10.08% | |||
| VB - Vanguard US Small Cap Index ETF | Reduce 2% $(840.4K) | 2.74% | $41.6M | -6.04% | -11.76% | ||
| VOO - Vanguard 500 ETF | 2.70% | $41.1M | +5.37% | -4.43% | |||
| VNQ - Vanguard US Real Estate Index ETF | Reduce 1% $(416.1K) | 2.26% | $34.3M | -4.69% | -2.27% | ||
| N/A - Vanguard Total Stock Mkt Idx Adm | Add 55% ($10.0M) | 1.84% | $28.0M | ||||
| VWO - Vanguard FTSE Emerging Markets Index ETF | Reduce 4% $(1.2M) | 1.84% | $28.0M | +11.16% | -0.66% | ||
| VEA - Vanguard FTSE Developed Markets ETF | Reduce 1% $(217.9K) | 1.83% | $27.8M | +14.15% | +2.88% | ||
| AAPL - Apple Inc | Reduce 2% $(427.8K) | 1.70% | $25.8M | -14.33% | -2.75% | ||
| SCHG - Schwab US Large-Cap Growth ETF | Reduce 2% $(564.8K) | 1.65% | $25.1M | +6.82% | -6.73% | ||
| N/A - Vanguard Growth Index Admiral | Add 33% ($5.8M) | 1.56% | $23.7M | ||||
| ESGV - Vanguard ESG US Stock ETF | Add 7% ($1.3M) | 1.42% | $21.6M | +4.05% | -5.56% | ||
| IUSV - iShares Core S&P U.S. Value ETF | Reduce 1% $(259.0K) | 1.41% | $21.4M | -2.04% | -5.20% | ||
| AMZN - Amazon.com Inc | Reduce 3% $(616.6K) | 1.37% | $20.8M | +8.40% | -5.63% | ||
| QQQ - Invesco QQQ Trust | Reduce 4% $(892.7K) | 1.28% | $19.5M | +9.05% | -4.61% | ||
| Z - Zillow Group Inc | Reduce 7% $(1.5M) | 1.21% | $18.3M | -5.09% | -11.20% | ||
| IEUR - iShares Core MSCI Europe ETF | Reduce 2% $(345.4K) | 1.11% | $16.8M | +17.16% | +8.59% | ||
| SCHV - Schwab US Large-Cap Value ETF | Reduce 4% $(746.5K) | 1.09% | $16.6M | +1.83% | -3.19% | ||
| SCHF - Schwab International Equity ETF | Reduce 6% $(986.5K) | 1.07% | $16.3M | +13.57% | +3.19% | ||
| VIG - Vanguard Dividend Appreciation ETF | 0.97% | $14.8M | +2.36% | -2.46% | |||
| N/A - Vanguard Value Index Adm | Add 2% ($245.6K) | 0.86% | $13.0M | ||||
| VBR - Vanguard Small-Cap Value ETF | Reduce 2% $(254.8K) | 0.82% | $12.5M | -5.96% | -10.90% | ||
| N/A - Vanguard Developed Markets Index Admiral | Add 8% ($856.2K) | 0.80% | $12.2M | ||||
| VBK - Vanguard Small-Cap Growth ETF | Reduce 2% $(183.9K) | 0.79% | $12.0M | -6.22% | -12.82% | ||
| N/A - Vanguard 500 Index Admiral | Reduce 1% $(98.4K) | 0.71% | $10.8M | ||||
| SCHE - Schwab Emerging Markets Equity ETF | Reduce 9% $(952.4K) | 0.65% | $9.9M | +12.04% | -0.01% | ||
| IPAC - iShares Core MSCI Pacific ETF | Reduce 2% $(173.1K) | 0.65% | $9.9M | +8.10% | -2.27% | ||
| GOOGL - Alphabet Inc Class A | Add 1% ($107.0K) | 0.58% | $8.9M | +12.52% | -0.02% | ||
| ZG - Zillow Group Inc | 0.57% | $8.6M | -4.91% | -9.81% | |||
| IWB - iShares Russell 1000 | 0.54% | $8.3M | +4.71% | -5.04% | |||
| VSGX - Vanguard ESG International Stock ETF | Add 6% ($465.9K) | 0.54% | $8.2M | +12.08% | +1.74% | ||
| GOOG - Alphabet Inc Class C | 0.53% | $8.0M | +12.01% | +0.01% | |||
| IWF - iShares Russell 1000 Growth | Reduce 1% $(46.9K) | 0.47% | $7.1M | +8.53% | -5.96% | ||
| SUSA - iShares MSCI USA ESG Select ETF | 0.42% | $6.4M | +2.51% | -5.56% | |||
| NVDA - Nvidia Corp | Reduce 13% $(883.8K) | 0.40% | $6.1M | +25.29% | -18.31% | ||
| ICF - iShares Cohen & Steers REIT ETF | Reduce 7% $(483.8K) | 0.40% | $6.1M | -5.29% | -2.00% | ||
| SCHA - Schwab US Small-Cap ETF | Reduce 8% $(499.4K) | 0.40% | $6.1M | -7.25% | -13.17% | ||
| N/A - Vanguard Small Cap Index Adm | Add 8% ($439.6K) | 0.38% | $5.8M | ||||
| SPY - SPDR S&P 500 ETF | Reduce 3% $(154.9K) | 0.37% | $5.7M | +5.34% | -4.43% | ||
| IJR - iShares Core S&P Small-Ca | Reduce 5% $(313.3K) | 0.37% | $5.6M | -11.00% | -13.80% | ||
| VOOV - Vanguard S&P 500 Value ETF | 0.35% | $5.3M | -1.74% | -5.05% | |||
| CRM - Salesforce.com Inc | Reduce 3% $(140.1K) | 0.32% | $4.8M | -29.27% | -21.58% | ||
| ESGD - iShares ESG MSCI Eafe ETF | 0.31% | $4.8M | +12.58% | +4.32% | |||
| BRK.B - Berkshire Hathaway Inc B | Reduce 1% $(59.8K) | 0.28% | $4.3M | +0.17% | +5.26% | ||
| TMUS - T-Mobile US Inc | New Purchase | 0.26% | $3.9M | -1.79% | +8.62% | ||
| IVE - iShares S&P 500 Value | New Purchase | 0.23% | $3.6M | -1.92% | -5.05% | ||
| N/A - DFA US Core Equity 1 | New Purchase | 0.23% | $3.6M | ||||
| COST - Costco Wholesale Corp | New Purchase | 0.23% | $3.5M | -4.08% | +5.70% | ||
| N/A - DFA US Sustainability Core 2 | New Purchase | 0.22% | $3.3M | ||||
| IUSG - iShares Core US Growth ETF | New Purchase | 0.21% | $3.2M | +10.37% | -5.26% | ||
| META - Facebook Inc-A | Reduce 33% $(1.6M) | 0.21% | $3.2M | +26.49% | +4.50% | ||
| DFSI - Dimensional International Sstby Cr 1 ETF | New Purchase | 0.19% | $2.8M | +15.06% | +3.21% | ||
| CMG - Chipotle Mexican Grill Inc Class A | New Purchase | 0.16% | $2.5M | -31.93% | -15.59% | ||
| N/A - Vanguard Emerging Mkts Stock Idx Adm | New Purchase | 0.16% | $2.5M | ||||
| N/A - DFA Intl Sustainability Core 2 | New Purchase | 0.15% | $2.3M | ||||
| UBER - Uber Technologies Inc | New Purchase | 0.15% | $2.2M | +22.90% | +5.41% | ||
| TSLA - Tesla Motors Inc | New Purchase | 0.15% | $2.2M | -12.67% | -22.93% | ||
| N/A - Vanguard FTSE Social Index Admiral | New Purchase | 0.14% | $2.1M | ||||
| VGT - Vanguard Information Technology ETF | New Purchase | 0.14% | $2.1M | +8.31% | -9.51% | ||
| ESGU - iShares ESG Aware MSCI USa ETF | New Purchase | 0.13% | $2.0M | +4.46% | -5.25% | ||
| N/A - DFA US Large Cap Equity Institutional | New Purchase | 0.13% | $2.0M | ||||
| CAT - Caterpillar Inc | New Purchase | 0.13% | $2.0M | +11.24% | -17.72% | ||
| N/A - DFA International Core Equity I | New Purchase | 0.13% | $1.9M | ||||
| AVGO - Broadcom Inc Com | New Purchase | 0.13% | $1.9M | +70.71% | +8.38% | ||
| VOOG - Vanguard S&P 500 Growth ETF | New Purchase | 0.13% | $1.9M | +11.27% | -4.84% | ||
| SBUX - Starbucks Corp | New Purchase | 0.12% | $1.9M | -10.52% | +11.67% | ||
| SCHX - Schwab US Large-Cap ETF | New Purchase | 0.12% | $1.8M | +5.04% | -4.96% | ||
| N/A - Vanguard Real Estate Index Admiral | New Purchase | 0.11% | $1.7M | ||||
| IWM - iShares Russell 2000 | New Purchase | 0.11% | $1.6M | -7.96% | -13.84% | ||
| VONG - Vanguard Russell 1000 Growth ETF | New Purchase | 0.11% | $1.6M | +8.73% | -5.90% | ||
| ESML - iShares ESG Aware MSCI USa Small-Cap ETF | New Purchase | 0.10% | $1.6M | -6.94% | -12.77% | ||
| IYR - iShares US Real Estate | New Purchase | 0.10% | $1.5M | -3.79% | -1.72% | ||
| PLTR - Palantir Technologies Inc Ordinary Shares - Class | New Purchase | 0.10% | $1.5M | +122.62% | +18.66% | ||
| QCOM - Qualcomm Inc | New Purchase | 0.10% | $1.5M | -9.28% | -5.60% | ||
| N/A - Vanguard Total World Stock Index Admiral | New Purchase | 0.10% | $1.5M | ||||
| IEMG - iShares Core MSCI Emerging Markets ETF | New Purchase | 0.09% | $1.4M | +13.91% | -0.39% | ||
| N/A - Schwab Total Stock Market Index | New Purchase | 0.09% | $1.4M | ||||
| IWD - iShares Russell 1000 Value | New Purchase | 0.09% | $1.3M | +0.21% | -4.07% | ||
| AXP - American Express Co | New Purchase | 0.09% | $1.3M | -0.08% | -5.92% | ||
| IAU - iShares Gold Trust | New Purchase | 0.09% | $1.3M | +23.80% | +9.88% | ||
| ORCL - Oracle Corporation Com | New Purchase | 0.08% | $1.2M | +36.09% | -16.03% | ||
| EZU - iShares MSCI Eurozone | New Purchase | 0.08% | $1.2M | +23.23% | +11.46% | ||
| XLK - Technology Select Sector SPDR ETF | New Purchase | 0.08% | $1.2M | +10.14% | -8.72% | ||
| DFUV - DFA Tax-Managed US Marketwide Value II | New Purchase | 0.07% | $1.1M | -2.07% | -6.18% | ||
| PTON - Peloton Interactive Inc | New Purchase | 0.07% | $1.1M | -27.44% | -29.37% | ||
| TSM - Taiwan Semiconductor Manufacturing Co Ltd | New Purchase | 0.07% | $1.1M | +21.92% | -9.71% | ||
| IVV - iShares Core S&P 500 | New Purchase | 0.07% | $1.1M | +5.33% | -4.43% | ||
| TXN - Texas Instruments | New Purchase | 0.07% | $1.0M | -6.28% | -0.72% | ||
| HGTY - Hagerty CL A Ord | New Purchase | 0.07% | $1.0M | -12.49% | -14.73% | ||
| VEU - Vanguard FTSE All-World Ex-US ETF | New Purchase | 0.07% | $992.0K | +13.11% | +2.32% | ||
| ELV - Anthem Inc | New Purchase | 0.06% | $965.0K | -29.65% | -2.12% | ||
| PI - Impinj Inc Com | New Purchase | 0.06% | $958.0K | -18.64% | -52.53% | ||
| A - Agilent Technologies Inc | New Purchase | 0.06% | $950.0K | -17.02% | -11.43% | ||
| BA - Boeing Co | New Purchase | 0.06% | $939.0K | +42.31% | +1.94% | ||
| EFA - iShares MSCI EAFE | New Purchase | 0.06% | $931.0K | +13.18% | +4.82% | ||
| ABNB - Airbnb Inc | New Purchase | 0.06% | $924.0K | -3.03% | +3.57% | ||
| EXPE - Expedia Inc | New Purchase | 0.06% | $905.0K | -0.87% | +3.33% | ||
| IVW - iShares S&P 500 Growth | New Purchase | 0.06% | $891.0K | +11.17% | -4.85% | ||
| IEFA - iShares Core MSCI EAFE | New Purchase | 0.06% | $881.0K | +13.75% | +4.05% | ||
| VO - Vanguard Mid-Cap ETF | New Purchase | 0.06% | $866.0K | +1.90% | -7.08% | ||
| IWO - iShares Russell 2000 Growth | New Purchase | 0.06% | $864.0K | -6.92% | -15.00% | ||
| NFLX - Netflix Inc | New Purchase | 0.05% | $809.0K | +29.10% | +8.30% | ||
| IWN - iShares Russell 2000 Value | New Purchase | 0.05% | $803.0K | -9.14% | -12.64% | ||
| PG - Procter & Gamble Co | New Purchase | 0.05% | $803.0K | -11.94% | +0.04% | ||
| LLY - Eli Lilly And Co | New Purchase | 0.05% | $799.0K | -10.29% | +10.21% | ||
| MCD - Mcdonalds Corp | New Purchase | 0.05% | $796.0K | +3.84% | +5.22% | ||
| AR - Antero Resources Corp | New Purchase | 0.05% | $790.0K | +8.99% | +13.95% | ||
| JPM - JP Morgan Chase & Co | New Purchase | 0.05% | $764.0K | +23.03% | +2.80% | ||
| WDAY - Workday Inc | New Purchase | 0.05% | $763.0K | -11.91% | -2.60% | ||
| USMV - iShares Edge MSCI Min Vol USA | New Purchase | 0.05% | $762.0K | -0.33% | -0.26% | ||
| AMGN - Amgen Inc | New Purchase | 0.05% | $721.0K | +8.81% | +14.10% | ||
| ESGE - iShares ESG MSCI EM ETF | New Purchase | 0.05% | $719.0K | +16.42% | +1.26% | ||
| NKE - Nike Inc B | New Purchase | 0.05% | $702.0K | -2.90% | -0.14% | ||
| N/A - Schwab S&P 500 Index | New Purchase | 0.05% | $695.0K | ||||
| SNOW - Snowflake CL A Ord | New Purchase | 0.05% | $695.0K | +24.17% | -3.56% | ||
| N/A - Berkshire Hat A 100th | New Purchase | 0.05% | $691.0K | ||||
| VYM - Vanguard High Dividend Yield ETF | New Purchase | 0.04% | $680.0K | +2.60% | -1.88% | ||
| MRK - Merck & Co Inc | New Purchase | 0.04% | $679.0K | -21.38% | -8.56% | ||
| N/A - SITEMINDER ORD | New Purchase | 0.04% | $677.0K | ||||
| V - Visa Inc | New Purchase | 0.04% | $670.0K | +10.95% | +12.93% | ||
| N/A - DFA Emerging Markets Core Equity I | New Purchase | 0.04% | $633.0K | ||||
| N/A - DFA Real Estate Secs | New Purchase | 0.04% | $628.0K | ||||
| HD - Home Depot Inc | New Purchase | 0.04% | $616.0K | -12.73% | -10.49% | ||
| JWN - Nordstrom Inc | New Purchase | 0.04% | $586.0K | +4.48% | |||
| AKAM - Akamai Technologies Inc | New Purchase | 0.04% | $581.0K | -21.76% | -15.74% | ||
| N/A - Vanguard Extended Market Index Admiral | New Purchase | 0.04% | $571.0K | ||||
| UNP - Union Pac Corp | New Purchase | 0.04% | $562.0K | -4.59% | +3.19% | ||
| N/A - DFA Em Mkts Sustnby Cor 1 Instl | New Purchase | 0.04% | $554.0K | ||||
| KEYS - Keysight Technologies Inc | New Purchase | 0.04% | $534.0K | -4.66% | -10.95% | ||
| SCHH - Schwab US REIT ETF | New Purchase | 0.03% | $529.0K | -5.66% | -2.11% | ||
| N/A - Total Market Equity Index Pool | New Purchase | 0.03% | $525.0K | ||||
| USRT - iShares Core US REIT ETF | New Purchase | 0.03% | $522.0K | -6.64% | -1.91% | ||
| DOCU - Docusign Inc | New Purchase | 0.03% | $521.0K | -8.03% | -0.22% | ||
| BOX - Box Inc | New Purchase | 0.03% | $519.0K | -4.89% | -0.83% | ||
| PEP - PepsiCo Inc | New Purchase | 0.03% | $512.0K | -11.67% | -3.17% | ||
| N/A - Vanguard Total Intl Stock Index Admiral | New Purchase | 0.03% | $507.0K | ||||
| HPQ - HP Inc | New Purchase | 0.03% | $491.0K | -30.73% | -19.94% | ||
| XOM - Exxon Mobil Corp | New Purchase | 0.03% | $470.0K | -3.25% | -7.66% | ||
| FDX - FedEx Corp | New Purchase | 0.03% | $449.0K | -19.32% | -11.62% | ||
| ETHA - ISHARES ETHEREUM TRUST ETF | New Purchase | 0.03% | $444.0K | +0.11% | -42.63% | ||
| EWX - SPDR S&P Emerging Markets Small Cap ETF | New Purchase | 0.03% | $438.0K | +4.55% | -5.11% | ||
| SCHB - Schwab US Broad Market ETF | New Purchase | 0.03% | $433.0K | +4.20% | -5.47% | ||
| BP - BP PLC ADR | New Purchase | 0.03% | $420.0K | +11.55% | +7.37% | ||
| COPX - Global X Copper Miners ETF | New Purchase | 0.03% | $418.0K | +2.72% | -10.49% | ||
| N/A - Vanguard Primecap Core Inv | New Purchase | 0.03% | $404.0K | ||||
| DIS - Disney Walt Co New | New Purchase | 0.03% | $402.0K | +3.60% | -5.59% | ||
| ACWI - iShares MSCI ACWI | New Purchase | 0.03% | $400.0K | +7.71% | -2.39% | ||
| FTNT - Fortinet Inc | New Purchase | 0.03% | $390.0K | +3.00% | +9.78% | ||
| IBIT - iShares Bitcoin Trust ETF | New Purchase | 0.03% | $389.0K | +21.44% | -9.56% | ||
| PM - Philip Morris Internation | New Purchase | 0.03% | $389.0K | +29.33% | +19.41% | ||
| N/A - Akre Focus Retail | New Purchase | 0.03% | $386.0K | ||||
| N/A - MainStay S&P 500 Index A | New Purchase | 0.02% | $376.0K | ||||
| VHT - Vanguard Health Care ETF | New Purchase | 0.02% | $375.0K | -10.01% | -0.29% | ||
| RELY - Remitly Global Inc | New Purchase | 0.02% | $374.0K | -20.14% | +11.33% | ||
| GLD - SPDR Gold Shares | New Purchase | 0.02% | $371.0K | +23.69% | +9.85% | ||
| DBEF - Xtrackers Msci Eafe Hedged Equity | New Purchase | 0.02% | $366.0K | +8.51% | +4.56% | ||
| BAC - Bank Amer Corp | New Purchase | 0.02% | $365.0K | +3.05% | -8.10% | ||
| VXF - Vanguard Extended Market ETF | New Purchase | 0.02% | $364.0K | -2.93% | -11.76% | ||
| VDE - Vanguard Energy ETF | New Purchase | 0.02% | $353.0K | -5.71% | -8.34% | ||
| N/A - Vanguard Small Cap Growth Index Admiral | New Purchase | 0.02% | $352.0K | ||||
| N/A - Franklin Growth Adv | New Purchase | 0.02% | $348.0K | ||||
| TT - Trane Technologies PLC Class A | New Purchase | 0.02% | $335.0K | +7.07% | -16.53% | ||
| JNJ - Johnson & Johnson | New Purchase | 0.02% | $326.0K | +10.70% | +10.21% | ||
| NEE - Nextera Energy Inc | New Purchase | 0.02% | $326.0K | -4.97% | -6.01% | ||
| IYW - iShares US Technology ETF | New Purchase | 0.02% | $323.0K | +10.61% | -8.60% | ||
| ACWV - iShares MSCI Global Min Vol Factor ETF | New Purchase | 0.02% | $321.0K | +3.46% | +0.90% | ||
| UNH - Unitedhealth Group Inc Co | New Purchase | 0.02% | $308.0K | -58.53% | -22.03% | ||
| IDXX - IDEXX Laboratories Inc | New Purchase | 0.02% | $306.0K | +23.62% | +2.17% | ||
| HSIC - Henry Schein Inc | New Purchase | 0.02% | $305.0K | -8.99% | -5.41% | ||
| GBTC - Grayscale Bitcoin Trust (BTC) | New Purchase | 0.02% | $304.0K | +20.60% | -9.67% | ||
| ITOT - iShares Core S&P Total US Stock Mkt ETF | New Purchase | 0.02% | $297.0K | +4.15% | -5.50% | ||
| COWZ - Pacer US Cash Cows 100 ETF | New Purchase | 0.02% | $289.0K | -7.88% | -9.13% | ||
| XLV - Select Sector SPDR Trust The Health Care Select Se | New Purchase | 0.02% | $288.0K | -10.15% | +1.21% | ||
| AJG - Gallagher Arthur J & Co | New Purchase | 0.02% | $281.0K | -6.30% | +9.58% | ||
| BITB - Bitwise Bitcoin ETF | New Purchase | 0.02% | $280.0K | +21.49% | -9.57% | ||
| FNMA - Fannie Mae | New Purchase | 0.02% | $278.0K | +195.94% | +135.42% | ||
| MDLZ - Mondelez International Inc Class A | New Purchase | 0.02% | $277.0K | +2.99% | +2.51% | ||
| VT - Vanguard Total World Stock ETF | New Purchase | 0.02% | $277.0K | +7.56% | -2.75% | ||
| CDNS - Cadence Design Systems Inc | New Purchase | 0.02% | $275.0K | +14.78% | -24.03% | ||
| ADP - Automatic Data Processing Inc | New Purchase | 0.02% | $264.0K | +3.08% | +3.32% | ||
| F - Ford Motor Co | New Purchase | 0.02% | $253.0K | +6.90% | -13.20% | ||
| PANW - Palo Alto Networks | New Purchase | 0.02% | $250.0K | -12.42% | -6.99% | ||
| OEF - iShares S&P 100 | New Purchase | 0.02% | $248.0K | +7.54% | -4.05% | ||
| PRU - Prudential Financial Inc | New Purchase | 0.02% | $245.0K | -16.11% | -12.35% | ||
| IGV - iShares Expanded Tech-Software Sect ETF | New Purchase | 0.02% | $244.0K | +3.26% | -11.74% | ||
| IWP - iShares Russell Mid-Cap Growth ETF | New Purchase | 0.02% | $243.0K | +3.47% | -10.03% | ||
| DDAIF - Mercedes-Benz Group AG | New Purchase | 0.02% | $242.0K | ||||
| VXUS - Vanguard Total International Stock ETF | New Purchase | 0.02% | $242.0K | +13.20% | +1.94% | ||
| RACE - Ferrari NV | New Purchase | 0.02% | $235.0K | -0.30% | +2.55% | ||
| IJJ - iShares S&P Mid-Cap 400 Value ETF | New Purchase | 0.02% | $230.0K | -5.31% | -8.91% | ||
| MTD - Mettler-Toledo International Inc | New Purchase | 0.01% | $225.0K | -1.38% | -0.80% | ||
| IJH - iShares Core S&P Mid-Cap | New Purchase | 0.01% | $225.0K | -5.10% | -10.86% | ||
| ABBV - Abbvie Inc | New Purchase | 0.01% | $224.0K | +7.85% | +16.45% | ||
| MO - Altria Group Inc | New Purchase | 0.01% | $223.0K | +15.53% | +1.40% | ||
| QUAL - iShares MSCI USA Quality Factor ETF | New Purchase | 0.01% | $221.0K | -0.57% | -4.70% | ||
| IJT - iShares S&P Small-Cap 600 Growth ETF | New Purchase | 0.01% | $216.0K | -10.05% | -14.40% | ||
| N/A - Fidelity Contrafund | New Purchase | 0.01% | $215.0K | ||||
| DLN - WisdomTree US LargeCap Dividend ETF | New Purchase | 0.01% | $212.0K | +3.33% | -1.73% | ||
| CEG - CONSTELLATION ENERGY ORD | New Purchase | 0.01% | $207.0K | +38.11% | -8.32% | ||
| N/A - Ishares Msci Eafe Intl Idx K | New Purchase | 0.01% | $201.0K | ||||
| TLTD - Flexshares Mstar DevMks exUS FctTilt ETF | New Purchase | 0.01% | $198.0K | +18.09% | +3.88% | ||
| N/A - Fidelity Advisor New Insights Instl | New Purchase | 0.01% | $197.0K | ||||
| IJS - iShares S&P Small-Cap 600 Value ETF | New Purchase | 0.01% | $195.0K | -12.46% | -13.69% | ||
| N/A - DFA US Small Cap I | New Purchase | 0.01% | $194.0K | ||||
| N/A - Schwab 1000 Index | New Purchase | 0.01% | $193.0K | ||||
| N/A - Porsche Automobil Holding SE | New Purchase | 0.01% | $193.0K | ||||
| TMO - Thermo Fisher Scientific | New Purchase | 0.01% | $192.0K | -11.95% | -2.93% | ||
| N/A - Columbia Seligman Tech & Info A | New Purchase | 0.01% | $187.0K | ||||
| AMAT - Applied Materials Inc | New Purchase | 0.01% | $186.0K | -2.35% | -17.33% | ||
| MPC - MARATHON PETROLEUM CORPOR | New Purchase | 0.01% | $182.0K | +11.33% | -7.23% | ||
| N/A - Vanguard Health Care Adm | New Purchase | 0.01% | $180.0K | ||||
| INTC - Intel Corp | New Purchase | 0.01% | $178.0K | -12.12% | -5.33% | ||
| CEF - Sprott Physical Gold and Silver Trust | New Purchase | 0.01% | $177.0K | +22.14% | +8.07% | ||
| WMT - Wal-Mart Stores Inc | New Purchase | 0.01% | $168.0K | +5.62% | +1.85% | ||
| AMT - American Tower Corp | New Purchase | 0.01% | $164.0K | +3.44% | +1.18% | ||
| XLU - Select Sector SPDR Trust The Utilities Select Sect | New Purchase | 0.01% | $162.0K | +8.55% | -2.50% | ||
| CL - Colgate-Palmolive Co | New Purchase | 0.01% | $161.0K | -9.37% | -2.71% | ||
| SPOT - Spotify Technology SA | New Purchase | 0.01% | $159.0K | +26.96% | +18.37% | ||
| TILT - FlexShares Mstar US Mkt Factors Tilt ETF | New Purchase | 0.01% | $157.0K | +1.71% | -6.40% | ||
| N/A - Dodge & Cox Stock | New Purchase | 0.01% | $156.0K | ||||
| PAVE - Global X US Infrastructure Dev ETF | New Purchase | 0.01% | $156.0K | +0.97% | -15.62% | ||
| GS - Goldman Sachs Group Inc | New Purchase | 0.01% | $155.0K | +21.19% | -3.15% | ||
| N/A - International Equity Index Pool | New Purchase | 0.01% | $152.0K | ||||
| AM - Antero Midstream Corp | New Purchase | 0.01% | $152.0K | +23.75% | +10.05% | ||
| EA - Electronic Arts Inc | New Purchase | 0.01% | $144.0K | -9.03% | -21.46% | ||
| EEM - iShares MSCI Emerging Markets | New Purchase | 0.01% | $142.0K | +14.20% | +0.59% | ||
| CSCO - Cisco Systems Inc | New Purchase | 0.01% | $138.0K | +16.39% | +6.79% | ||
| RY - Royal Bank Of Canada | New Purchase | 0.01% | $138.0K | +4.42% | -10.08% | ||
| PFE - Pfizer Inc | New Purchase | 0.01% | $138.0K | -3.56% | +2.85% | ||
| N/A - Sequoia Fund | New Purchase | 0.01% | $138.0K | ||||
| N/A - Fidelity Advisor Technology I | New Purchase | 0.01% | $136.0K | ||||
| IGM - iShares Expanded Tech Sector ETF | New Purchase | 0.01% | $135.0K | +11.27% | -6.86% | ||
| ADBE - Adobe Inc | New Purchase | 0.01% | $135.0K | -31.61% | -14.72% | ||
| ESTC - Elastic NV | New Purchase | 0.01% | $135.0K | -27.09% | -5.97% | ||
| VYMI - Vanguard Intl Hi Div Yld Idx ETF | New Purchase | 0.01% | $134.0K | +16.96% | +4.21% | ||
| ABT - Abbott Laboratories | New Purchase | 0.01% | $133.0K | +9.40% | +18.20% | ||
| CME - CME Group Inc Class A | New Purchase | 0.01% | $132.0K | +20.32% | +7.92% | ||
| VEGN - US Vegan Climate ETF | New Purchase | 0.01% | $131.0K | +1.38% | -6.83% | ||
| BABA - Alibaba Group Holding Ltd | New Purchase | 0.01% | $124.0K | +42.70% | +51.08% | ||
| N/A - Columbia Contrarian Core Z | New Purchase | 0.01% | $122.0K | ||||
| CMI - Cummins Inc | New Purchase | 0.01% | $122.0K | -1.61% | -7.57% | ||
| BKH - Black Hills Corp | New Purchase | 0.01% | $122.0K | -5.90% | -2.22% | ||
| TLRY - Tilray Inc | New Purchase | 0.01% | $122.0K | -55.32% | -46.61% | ||
| AMD - Advanced Micro Devices Inc | New Purchase | 0.01% | $120.0K | +23.33% | -29.53% | ||
| LOW - Lowes Cos Inc | New Purchase | 0.01% | $120.0K | -16.70% | -11.57% | ||
| N/A - Fidelity Large Cap Growth Idx | New Purchase | 0.01% | $119.0K | ||||
| FXE - Invesco Currencyshares Euro Currency | New Purchase | 0.01% | $117.0K | +9.61% | +1.59% | ||
| N/A - Bayerische Motoren Werke AG | New Purchase | 0.01% | $117.0K | ||||
| KDP - Keurig Dr Pepper Inc | New Purchase | 0.01% | $115.0K | +3.07% | +4.62% | ||
| PSX - Phillips 66 | New Purchase | 0.01% | $113.0K | -6.03% | -7.90% | ||
| FIS - Fidelity Natl Information | New Purchase | 0.01% | $113.0K | -5.69% | -17.86% | ||
| WM - Waste Management Inc | New Purchase | 0.01% | $111.0K | +3.20% | +2.82% | ||
| ECL - Ecolab Inc Com | New Purchase | 0.01% | $111.0K | +6.70% | +8.60% | ||
| WAB - WestinghoUSe Air Brake Technologies Corp | New Purchase | 0.01% | $110.0K | -3.89% | -11.21% | ||
| VLO - Valero Energy Corp | New Purchase | 0.01% | $110.0K | +2.40% | -6.40% | ||
| NVO - Novo Nordisk A/S | New Purchase | 0.01% | $108.0K | -56.78% | -20.61% | ||
| ISRG - Intuitive Surgical Inc | New Purchase | 0.01% | $103.0K | -11.24% | +2.94% | ||
| GNR - SPDR S&P Global Natural Resources | New Purchase | 0.01% | $101.0K | +2.85% | -5.09% | ||
| XLE - Select Sector SPDR Trust Shs Ben Int Energy | New Purchase | 0.01% | $101.0K | -5.42% | -7.17% | ||
| CVX - Chevron Corporation | New Purchase | 0.01% | $100.0K | -4.10% | -5.03% | ||