CGL
Chester Gary Lloyd Portfolio
Invests via Coston, McIsaac & Partners | Managed by Chester Gary Lloyd
Invests via Coston, McIsaac & Partners
Managed by Chester Gary Lloyd
Automatically Tracked
Chester Gary Lloyd Profile
With a diverse career spanning entrepreneurship and investment leadership, Chester Gary Lloyd stands out as a notable figure in the private equity landscape. His experience includes founding several successful startups, where he honed his expertise in identifying high-potential market opportunities. Known for fostering strategic partnerships, he plays an instrumental role in guiding companies through growth phases and operational scaling. Additionally, Lloyd's background includes significant contributions to financial advisory services aimed at optimizing business performance across various sectors. His dual insight as both an operator and investor enhances his relevance within capital markets.
With a diverse career spanning entrepreneurship and investment leadership, Chester Gary Lloyd stands out as a notable figure in the private equity landscape. His experience includes founding several successful startups, where he honed his expertise in identifying high-potential market opportunities. Known for fostering strategic partnerships, he plays an instrumental role in guiding companies through growth phases and operational scaling. Additionally, Lloyd's background includes significant contributions to financial advisory services aimed at optimizing business performance across various sectors. His dual insight as both an operator and investor enhances his relevance within capital markets.
Investment Philosophy & Strategy
In the realm of private equity, opportunities abound for those with a keen eye for transformative potential. Chester Gary Lloyd leverages his entrepreneurial acumen and investment experience to target underappreciated sectors primed for revitalization. His strategy focuses on cultivating strategic alliances that enhance operational efficiency and drive scalable growth. By emphasizing hands-on involvement in portfolio companies, he aims to unlock latent value while fostering innovation within teams. This proactive approach not only positions investments for success but also emphasizes sustainable practices that contribute positively to market dynamics.
In the realm of private equity, opportunities abound for those with a keen eye for transformative potential. Chester Gary Lloyd leverages his entrepreneurial acumen and investment experience to target underappreciated sectors primed for revitalization. His strategy focuses on cultivating strategic alliances that enhance operational efficiency and drive scalable growth. By emphasizing hands-on involvement in portfolio companies, he aims to unlock latent value while fostering innovation within teams. This proactive approach not only positions investments for success but also emphasizes sustainable practices that contribute positively to market dynamics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
19.68%
Gain +0.78%
Monthly
0.52%
Yearly
6.43%
Drawdown
10.69%
$395.21M
Equity
Holdings
$395.21M
Investment
$304.81M
$100.38M
Profit +$3.5M
Realized
$9.98M
Unrealized
$90.41M
Dividends
$28.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.78%
Profit
$3.5M
Win %
75%
This Week
Compared To Last Week
Gain
0.53%
Profit
$2.07M
Win %
75%
This Month
Compared to last month
Gain
-0.05%
Profit
-$192,055.94
Win %
75%
This Year
Compared to last year
Gain
6.09%
Profit
$22.68M
Win %
75%
HHDS Highlands REIT, Inc.
+288.66%
+$273.67 
IMOS ChipMOS Technologies Inc.
+14.84%
+$1,775.06 
LRCX Lam Research Corporation
+12.69%
+$68,652.06 
MRCY Mercury Systems Inc.
+11.81%
+$4,995.54 
MRVL Marvell Technology, Inc.
+11.57%
+$350.64 
EWY iShares MSCI South Korea ETF
+11.18%
+$518.7 
AMAT Applied Materials, Inc.
+11.03%
+$3,179.56 
INTC Intel Corporation
+10.35%
+$28,420.2 
FSLR First Solar, Inc.
+8.88%
+$110.65 
MKSI MKS Instruments Inc.
+8.87%
+$6,696.78 
SOXX iShares Semiconductor ETF
+8.41%
+$1,639.8 
AMD Advanced Micro Devices, Inc.
+8.18%
+$3,294.78 
MRNA Moderna, Inc.
+7.9%
+$396.21 
CCL Carnival Corporation Ltd.
+7.85%
+$1,428 
ALB Albemarle Corporation
+7.72%
+$454.4 
SWK Stanley Black & Decker Inc.
+7.16%
+$1,192.17 
FIX Comfort Systems USA, Inc.
+6.78%
+$27,063.96 
RCL Royal Caribbean Group
+6.73%
+$217.08 
FCX Freeport-McMoRan Inc.
+6.49%
+$850.33 
QCOM QUALCOMM Incorporated
+6.37%
+$3,494.22 
KTB Kontoor Brands Inc.
+6.34%
+$2,970.86 
BAER Bridger Aerospace Group Holdings, Inc.
+6.28%
+$724.5 
HON Honeywell International Inc.
+6.12%
+$1,740.18 
BHP BHP Group Ltd.
+5.98%
+$1,160.64 
BA Boeing Company
+5.83%
+$414.12 
DELL Dell Technologies Inc.
+5.73%
+$5,257.6 
ARTY iShares Future AI & Tech ETF
+5.72%
+$2,261.84 
URA Global X Uranium ETF
+5.69%
+$113.27 
WSM Williams-Sonoma, Inc.
+5.69%
+$591,866.22 
CLS Celestica Inc.
+5.68%
+$10,444.2 
PANW Palo Alto Networks, Inc.
+5.65%
+$446.1 
XRX Xerox Holdings Corporation
+5.57%
+$83.57 
DEHP Dimensional Emerging Markets High Profitability ETF
+5.55%
+$256.45 
FDX FedEx Corporation
+5.5%
+$2,457 
QTUM Defiance Quantum ETF
+5.48%
+$115.92 
GD General Dynamics Corporation
+5.39%
+$2,667.27 
AMGN Amgen Inc.
+5.28%
+$1,302.32 
TXN Texas Instruments Inc
+5.25%
+$461,160.63 
GLW Corning Incorporated
+5.08%
+$93.89 
GEV GE Vernova Inc.
+5.03%
+$4,054.8 
UPS United Parcel Service, Inc.
+4.99%
+$1,402.16 
NEM Newmont Corporation
+4.91%
+$2,049.75 
SOFI SoFi Technologies, Inc.
+4.88%
+$68.97 
ETN Eaton Corporation plc
+4.88%
+$732.4 
WPM Wheaton Precious Metals Corp.
+4.79%
+$643.75 
PPG PPG Industries Inc.
+4.73%
+$64.08 
CAT Caterpillar Inc.
+4.66%
+$18,255.89 
ADI Analog Devices, Inc.
+4.62%
+$3,480.96 
AMCR Amcor plc
+4.54%
+$1,367.87 
LMT Lockheed Martin Corporation
+4.49%
+$6,177.95 
VLVLY Volvo AB Unsponsored ADR
+4.47%
+$452.02 
PWR Quanta Services Inc.
+4.46%
+$2,988.55 
GIL Gildan Activewear Inc.
+4.45%
+$160.02 
AGI Alamos Gold Inc.
+4.44%
+$811.61 
RYCEY Rolls-Royce Holdings plc
+4.43%
+$365 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$2,902.32 
TSLA Tesla, Inc.
+4.42%
+$927.94 
DFEV Dimensional Emerging Markets Value ETF
+4.41%
+$199.8 
SHLD Global X Defense Tech ETF
+4.38%
+$630.63 
EEM iShares MSCI Emerging Markets ETF
+4.38%
+$4,932.69 
RIO Rio Tinto Plc Sponsored ADR
+4.36%
+$548.01 
GE General Electric Company
+4.33%
+$5,196.95 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.32%
+$371.85 
SOLS Sollensys Corp.
+4.32%
+$114.07 
KOMP SPDR S&P Kensho New Economies Composite ETF
+4.27%
+$1,005.12 
NKE Nike, Inc. - Class B
+4.23%
+$98,421.9 
IFF International Flavors & Fragrances Inc.
+4.23%
+$157 
RC Ready Capital Corporation
+4.22%
+$57.61 
DHI D.R. Horton, Inc.
+4.2%
+$1,466.08 
GTBP GT Biopharma, Inc.
+4.17%
+$295.69 
BNTX BioNTech SE
+4.11%
+$70.8 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+4.07%
+$338.18 
SHW The Sherwin-Williams Company
+3.97%
+$181.05 
AVGO Broadcom Inc.
+3.96%
+$18,210.06 
NUE Nucor Corporation
+3.95%
+$3,118.5 
ALLY Ally Financial Inc.
+3.94%
+$160.05 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+3.93%
+$102.06 
DG Dollar General Corporation
+3.89%
+$834.6 
EFG iShares MSCI EAFE Growth ETF
+3.89%
+$2,217.6 
NVS Novartis AG Sponsored ADR
+3.86%
+$1,177.29 
PKG Packaging Corporation of America
+3.85%
+$676.35 
ROK Rockwell Automation, Inc.
+3.8%
+$100.41 
DKNG DraftKings Inc.
+3.77%
+$124.78 
GILD Gilead Sciences Inc.
+3.75%
+$542.04 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+3.75%
+$805.4 
ALGN Align Technology, Inc.
+3.73%
+$76.38 
GPC Genuine Parts Company
+3.72%
+$355.02 
WMMVY Walmart de Mexico S.A.B. de C.V. Sponsored ADR
+3.69%
+$1,729.12 
RTX RTX Corporation
+3.69%
+$871.15 
SCHF Schwab International Equity ETF
+3.67%
+$517.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$6,442.86 
MAS Masco Corporation
+3.63%
+$190.18 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$5,007.14 
IWO iShares Russell 2000 Growth ETF
+3.56%
+$3,367 
ROST Ross Stores, Inc.
+3.52%
+$326.2 
ALLE Allegion plc
+3.5%
+$90.6 
EQH Equitable Holdings, Inc.
+3.46%
+$101.5 
TGT Target Corporation
+3.42%
+$15,728.58 
IR Ingersoll Rand Inc.
+3.42%
+$127.73 
VSGX Vanguard ESG International Stock ETF
+3.41%
+$9,727.04 
IXUS iShares Core International Stock ETF
+3.4%
+$316 
CWI SPDR MSCI ACWI ex-US ETF
+3.39%
+$2,266.44 
VGT Vanguard Information Technology ETF
+3.38%
+$760 
GSK GSK plc Sponsored ADR
+3.37%
+$2,406.37 
QQQ Invesco QQQ Trust, Series 1
+3.37%
+$8,176 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+3.33%
+$372.75 
FENI Fidelity Enhanced International ETF
+3.33%
+$885.78 
VBK Vanguard Small-Cap Growth ETF
+3.31%
+$44.82 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.31%
+$987.72 
RBLX Roblox Corporation
+3.3%
+$34.25 
VEU Vanguard FTSE All-World ex-US ETF
+3.3%
+$601,570.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.29%
+$3,198.72 
SBUX Starbucks Corporation
+3.28%
+$106,268.76 
GLD SPDR Gold Shares
+3.25%
+$15,699.31 
EWJ iShares MSCI Japan ETF
+3.25%
+$194.3 
DD DuPont de Nemours Inc.
+3.24%
+$9,875.43 
XLB Materials Select Sector SPDR Fund
+3.24%
+$163.71 
VGK Vanguard FTSE Europe ETF
+3.23%
+$12,793.2 
QQQM Invesco NASDAQ 100 ETF
+3.21%
+$431.93 
C Citigroup Inc.
+3.19%
+$1,891.44 
IAU iShares Gold Trust
+3.19%
+$2,991.45 
SGOL abrdn Physical Gold Shares ETF
+3.19%
+$2,993.36 
EMR Emerson Electric Co.
+3.18%
+$10,999.8 
SOUHY South32 Ltd. - American Depositary Receipt
+3.17%
+$43.61 
IEUR iShares Core MSCI Europe ETF
+3.16%
+$1,254.24 
EFA iShares MSCI EAFE ETF
+3.14%
+$3,522.61 
DIHP Dimensional International High Profitability Portfolio
+3.13%
+$217.78 
VTRS Viatris Inc.
+3.11%
+$431.69 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.09%
+$4,753.24 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+3.02%
+$202.4 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+3%
+$419.24 
IWM iShares Russell 2000 ETF
+2.98%
+$75.51 
QQQI Neos NASDAQ-100 High Income ETF
+2.95%
+$73.6 
TEL TE Connectivity plc
+2.95%
+$1,132.4 
NLY Annaly Capital Management, Inc.
+2.94%
+$229.32 
SCHM Schwab U.S. Mid-Cap ETF
+2.92%
+$1,606.91 
BETE ProShares Bitcoin & Ether Equal Weight ETF
+2.91%
+$41.58 
IBB iShares Biotechnology ETF
+2.91%
+$357.42 
UBS UBS Group AG
+2.91%
+$70.72 
NWL Newell Brands Inc.
+2.9%
+$35.1 
FESM Fidelity Enhanced Small Cap ETF
+2.9%
+$844.95 
ECL Ecolab Inc.
+2.89%
+$52.01 
VXF Vanguard Extended Market ETF
+2.86%
+$1,764.78 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+2.83%
+$247.05 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.82%
+$874 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$691.56 
PH Parker-Hannifin Corporation
+2.81%
+$98.4 
IBIT iShares Bitcoin Trust
+2.79%
+$891.8 
EWA iShares MSCI Australia ETF
+2.79%
+$65.94 
RDVY First Trust Rising Dividend Achievers ETF
+2.78%
+$4,812.03 
OMC Omnicom Group Inc.
+2.76%
+$12,364.44 
DFAI Dimensional International Core Equity Market ETF
+2.74%
+$243.09 
CHH Choice Hotels International Inc.
+2.73%
+$467.4 
NTRS Northern Trust Corporation
+2.72%
+$113 
MS Morgan Stanley
+2.7%
+$117.18 
IWP iShares Russell Mid-Cap Growth ETF
+2.69%
+$1,490.4 
VOT Vanguard Mid-Cap Growth ETF
+2.66%
+$145.16 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$576.24 
EFV iShares MSCI EAFE Value ETF
+2.63%
+$209.56 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.62%
+$69.92 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.61%
+$320.4 
TT Trane Technologies plc
+2.61%
+$386.93 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+2.61%
+$84,646.64 
LLY Eli Lilly and Company
+2.58%
+$15,483.83 
NVO Novo Nordisk A/S Sponsored ADR
+2.55%
+$43.6 
TXT Textron Inc.
+2.55%
+$755.62 
EMN Eastman Chemical Company
+2.54%
+$555.39 
SDZNY Sandoz Group AG ADR
+2.54%
+$77.33 
GRMN Garmin Ltd.
+2.53%
+$175.8 
VERS ProShares Metaverse ETF
+2.53%
+$55.41 
BMY Bristol-Myers Squibb Company
+2.52%
+$2,814 
COF Capital One Financial Corporation
+2.5%
+$636.35 
NVDA NVIDIA Corporation
+2.5%
+$4,180 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.49%
+$272.09 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.49%
+$1,206.28 
VB Vanguard Small-Cap ETF
+2.49%
+$4,222.69 
MAR Marriott International Inc. - Class A
+2.49%
+$96 
IJH iShares Core S&P Mid-Cap ETF
+2.46%
+$1,871.54 
VT Vanguard Total World Stock ETF
+2.45%
+$81,854.88 
CSX CSX Corporation
+2.44%
+$942.42 
MDY SPDR S&P MidCap 400 ETF Trust
+2.43%
+$97.98 
PFE Pfizer Inc.
+2.42%
+$8,745.1 
CSCO Cisco Systems, Inc.
+2.41%
+$4,890.6 
DFSI Dimensional International Sustainability Core 1 ETF
+2.4%
+$3,608.46 
AVY Avery Dennison Corporation
+2.38%
+$363.58 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$589.96 
BKNG Booking Holdings Inc.
+2.37%
+$95.12 
IJR iShares Core S&P Small-Cap ETF
+2.37%
+$1,266.65 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$3,337.43 
HSY The Hershey Company
+2.36%
+$70,624.3 
RHHBY Roche Holding AG
+2.34%
+$236 
DFAS Dimensional U.S. Small Cap ETF
+2.33%
+$10,594.16 
HDB HDFC Bank Limited ADR
+2.33%
+$47.52 
IVES Amplify Bloomberg AI Value Chain ETF
+2.33%
+$945.84 
DFIV Dimensional International Value ETF
+2.32%
+$21,791.7 
HD The Home Depot, Inc.
+2.31%
+$2,109.45 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.3%
+$347.43 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.28%
+$2,296.57 
IWN iShares Russell 2000 Value ETF
+2.27%
+$2,862.61 
LW Lamb Weston Holdings, Inc.
+2.27%
+$100 
IPAC iShares Core MSCI Pacific ETF
+2.26%
+$912.6 
EXPE Expedia Group, Inc.
+2.24%
+$112.93 
MLI Mueller Industries Inc.
+2.21%
+$254.04 
CFG Citizens Financial Group, Inc.
+2.2%
+$44.33 
GMOI GMO International Value ETF
+2.19%
+$606.8 
LOW Lowe's Companies Inc.
+2.18%
+$1,331.04 
DISV Dimensional International Small Cap Equity Fund
+2.18%
+$160.21 
HBAN Huntington Bancshares Incorporated
+2.17%
+$62.05 
ESGV Vanguard ESG U.S. Stock ETF
+2.17%
+$16,897 
CAH Cardinal Health Inc.
+2.15%
+$1,262.08 
IWR iShares Russell Mid-Cap ETF
+2.14%
+$1,130 
SCHV Schwab U.S. Large-Cap Value ETF
+2.12%
+$42.6 
SABR Sabre Corporation
+2.12%
+$242.2 
CVS CVS Health Corporation
+2.11%
+$2,053.44 
FMDE Fidelity Enhanced Mid Cap ETF
+2.08%
+$556.47 
IWS iShares Russell Mid-Cap Value ETF
+2.05%
+$5,274.75 
HPE Hewlett Packard Enterprise Company
+2.02%
+$1,401.16 
IWD iShares Russell 1000 Value ETF
+2.01%
+$2,218.4 
DIS The Walt Disney Company
+1.96%
+$812.53 
NOC Northrop Grumman Corporation
+1.95%
+$105.5 
CEG Constellation Energy Corporation
+1.92%
+$144.46 
MICC The Magnum Ice Cream Company N.V.
+1.91%
+$6,827.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$67.28 
DUHP Dimensional US High Profitability ETF
+1.9%
+$48,917.16 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.9%
+$2,119.53 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.89%
+$539.79 
DFUV Dimensional US Marketwide Value ETF
+1.89%
+$1,463.49 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$186,080.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.87%
+$322,005.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$36,374.4 
VO Vanguard Mid-Cap ETF
+1.84%
+$692.12 
TFC Truist Financial Corporation
+1.84%
+$184.83 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$440.73 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+1.8%
+$415.27 
AXP American Express Company
+1.79%
+$7,933.99 
HAS Hasbro Inc.
+1.79%
+$275.82 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.79%
+$149.25 
FFLC Fidelity Large Cap Core Fund
+1.78%
+$476.06 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.78%
+$70.3 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$5,365.95 
VUG Vanguard Growth ETF
+1.78%
+$7,706.28 
DFSU Dimensional US Sustainability Core 1 ETF
+1.78%
+$6,400.56 
MGC Vanguard Mega Cap ETF
+1.78%
+$326.37 
IVV iShares Core S&P 500 ETF
+1.78%
+$8,326.86 
MELI MercadoLibre, Inc.
+1.78%
+$28.22 
SUSA iShares MSCI USA ESG Select ETF
+1.77%
+$884.4 
VOO Vanguard S&P 500 ETF
+1.77%
+$24,476.29 
IHAK iShares Cybersecurity and Tech ETF
+1.77%
+$525.52 
SFM Sprouts Farmers Market, Inc.
+1.76%
+$188.19 
VTV Vanguard Value ETF
+1.74%
+$2,915.11 
ASAZY Assa Abloy AB - Unsponsored ADR
+1.74%
+$340.2 
MET MetLife Inc.
+1.74%
+$330 
EES WisdomTree U.S. SmallCap Fund
+1.74%
+$112.44 
IRM Iron Mountain Inc.
+1.74%
+$408.74 
SCHX Schwab U.S. Large-Cap ETF
+1.73%
+$2,941.78 
SHOP Shopify Inc.
+1.72%
+$1,156.3 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$1,327.5 
ITW Illinois Tool Works Inc.
+1.71%
+$465.43 
MTB M&T Bank Corporation
+1.69%
+$166.76 
NGG National Grid plc Sponsored ADR
+1.69%
+$784.72 
MRK Merck & Co., Inc.
+1.66%
+$18,653.62 
TTC The Toro Company
+1.66%
+$515.1 
OEF iShares S&P 100 ETF
+1.65%
+$926.3 
DFAT Dimensional US Targeted Value ETF
+1.63%
+$1,598.93 
RSP Invesco S&P 500 Equal Weight ETF
+1.62%
+$442.86 
DE Deere & Company
+1.61%
+$2,457 
ESGU iShares ESG Aware MSCI USA ETF
+1.59%
+$55.44 
IWF iShares Russell 1000 Growth ETF
+1.59%
+$1,558 
GM General Motors Company
+1.56%
+$272.8 
FNDB Schwab Fundamental U.S. Broad Market ETF
+1.52%
+$255.25 
JPM JPMorgan Chase & Co.
+1.52%
+$4,689.99 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.5%
+$247.02 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1.5%
+$60.87 
AMZN Amazon.com Inc
+1.48%
+$10,477.04 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$927.3 
AAPL Apple Inc.
+1.44%
+$216,811.3 
MFC Manulife Financial Corporation
+1.43%
+$44.24 
IBM International Business Machines Corporation
+1.38%
+$7,676.27 
SYY Sysco Corporation
+1.36%
+$4,908.09 
NSRGY Nestle S.A. Sponsored ADR
+1.36%
+$106.65 
TOST Toast Inc.
+1.32%
+$96 
VIG Vanguard Dividend Appreciation ETF
+1.32%
+$325,790.78 
PRU Prudential Financial, Inc.
+1.31%
+$364.37 
EWC iShares MSCI Canada ETF
+1.3%
+$217.5 
DFAW Dimensional World Equity ETF
+1.29%
+$3,116.88 
GEHC GE HealthCare Technologies Inc.
+1.29%
+$41.82 
SLF Sun Life Financial Inc.
+1.28%
+$240.96 
BAX Baxter International Inc.
+1.28%
+$47.06 
TLT iShares 20+ Year Treasury Bond ETF
+1.27%
+$32.4 
YUM Yum! Brands, Inc.
+1.26%
+$658.95 
VOE Vanguard Mid-Cap Value ETF
+1.26%
+$81.02 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.26%
+$191.43 
VYM Vanguard High Dividend Yield ETF
+1.26%
+$387.1 
FDVV Fidelity High Dividend ETF
+1.22%
+$59.53 
ACIW ACI Worldwide, Inc.
+1.21%
+$159 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.2%
+$19.38 
FULT Fulton Financial Corporation
+1.19%
+$2,669.49 
BNS Bank of Nova Scotia
+1.18%
+$480.96 
DFNL Davis Select Financial ETF
+1.16%
+$165.24 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.15%
+$1,123.32 
AOK iShares Core Conservative Allocation ETF
+1.11%
+$208.84 
VHT Vanguard Health Care ETF
+1.11%
+$75.84 
CINF Cincinnati Financial Corporation
+1.1%
+$16.47 
VSDA VictoryShares Dividend Accelerator ETF
+1.08%
+$55 
FHLC Fidelity MSCI Health Care Index ETF
+1.07%
+$158.79 
SDY SPDR S&P Dividend ETF
+1.06%
+$19,588.92 
BAC Bank of America Corporation
+1.04%
+$377.34 
SLB Schlumberger Limited
+1.04%
+$509.82 
PYPL PayPal Holdings Inc
+1.03%
+$20.16 
CFR Cullen/Frost Bankers Inc.
+1.03%
+$170.78 
ACGR American Century Large Cap Growth ETF
+1.02%
+$162.18 
SCHD Schwab U.S. Dividend Equity ETF
+1.02%
+$2,855.82 
INDA ISHARES MSCI INDIA ETF
+0.99%
+$24.44 
KRG Kite Realty Group Trust
+0.99%
+$438.05 
PSA Public Storage Common Stock
+0.98%
+$25.52 
MCD McDonald's Corporation
+0.97%
+$63,770.3 
FAST Fastenal Co.
+0.92%
+$232.05 
ETSY Etsy Inc.
+0.9%
+$15.5 
SRE Sempra
+0.88%
+$495.08 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.85%
+$40.15 
UNM Unum Group
+0.84%
+$170.24 
MMM 3M Company
+0.83%
+$461.12 
PNFP Pinnacle Financial Partners Inc.
+0.82%
+$9.12 
CTA-PA EIDP, Inc.
+0.81%
+$94.6 
DFGP Dimensional Global Core Fixed Income Fund
+0.81%
+$783.64 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$179.03 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$78,720.21 
XLF Financial Select Sector SPDR Fund
+0.79%
+$595.32 
HRL Hormel Foods Corporation
+0.78%
+$2,497.74 
ABT Abbott Laboratories
+0.77%
+$1,774.68 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.77%
+$69.29 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.77%
+$1,217.6 
CWEN Clearway Energy Inc.
+0.76%
+$80.08 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.76%
+$60.72 
FDN First Trust Dow Jones Internet Index Fund
+0.75%
+$45.08 
WY Weyerhaeuser Company
+0.74%
+$45 
DVY iShares Select Dividend ETF
+0.74%
+$631.35 
FFIV F5 Inc.
+0.72%
+$255.15 
UNP Union Pacific Corporation
+0.72%
+$1,513.12 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.72%
+$28.35 
ERTH Invesco MSCI Sustainable Future ETF
+0.71%
+$44.2 
OGN Organon & Co.
+0.71%
+$35.34 
NSC Norfolk Southern Corporation
+0.71%
+$74.12 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.7%
+$159.71 
IEF iShares 7-10 Year Treasury Bond ETF
+0.7%
+$137.55 
RGA Reinsurance Group of America, Inc.
+0.7%
+$30.03 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$23,494.26 
PEG Public Service Enterprise Group Incorporated
+0.67%
+$41.34 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.67%
+$81.75 
BTI British American Tobacco p.l.c. ADR
+0.66%
+$188.32 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.64%
+$104.33 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$48,317.98 
AJG Arthur J. Gallagher & Co.
+0.62%
+$5.48 
MTN Vail Resorts, Inc.
+0.6%
+$67.24 
VZ Verizon Communications Inc.
+0.6%
+$34,261.64 
BEP Brookfield Renewable Partners L.P.
+0.59%
+$39.9 
BNDX Vanguard Total International Bond ETF
+0.58%
+$9,222.36 
PLTR Palantir Technologies Inc.
+0.58%
+$278.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.58%
+$711.15 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$16,968 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$25.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.56%
+$1,584.64 
JNK SPDR Bloomberg High Yield Bond ETF
+0.56%
+$11.77 
ISRG Intuitive Surgical, Inc.
+0.55%
+$52.44 
BLK BlackRock, Inc.
+0.53%
+$245.87 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$928.21 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$1,697.87 
BGRN iShares USD Green Bond ETF
+0.5%
+$9.73 
MCHI iShares MSCI China ETF
+0.49%
+$25.44 
FVD First Trust Value Line Dividend Index Fund
+0.48%
+$552.46 
IDXX IDEXX Laboratories, Inc.
+0.47%
+$86.46 
WFC Wells Fargo & Company
+0.46%
+$99.56 
SCYB Schwab High Yield Bond ETF
+0.46%
+$51.48 
KMB Kimberly-Clark Corporation
+0.46%
+$17,031.09 
FLO Flowers Foods, Inc.
+0.45%
+$10.64 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$156.04 
VPU Vanguard Utilities ETF
+0.43%
+$765.05 
TU TELUS Corporation
+0.42%
+$28.8 
D Dominion Energy, Inc.
+0.39%
+$5.46 
BHC Bausch Health Companies Inc.
+0.39%
+$4.02 
KVUE Kenvue Inc.
+0.39%
+$28.14 
STZ Constellation Brands, Inc.
+0.37%
+$18.02 
AON Aon plc
+0.37%
+$175 
ZTS Zoetis Inc.
+0.37%
+$67.5 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.34%
+$15.04 
DFIP Dimensional Inflation-Protected Securities ETF
+0.34%
+$2,415.42 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.34%
+$6.12 
ABBV AbbVie Inc.
+0.33%
+$391.5 
WEA Western Asset Premier Bond Fund
+0.33%
+$98.81 
MDT Medtronic plc
+0.29%
+$13,516.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$7,994.99 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.27%
+$12,189.45 
RWR SPDR Dow Jones REIT ETF
+0.27%
+$243.9 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$18.05 
JNJ Johnson & Johnson
+0.24%
+$22,242.15 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.23%
+$63.95 
CMCSA Comcast Corp
+0.23%
+$110.03 
HYD VanEck High Yield Muni ETF
+0.2%
+$148.57 
MTCH Match Group, Inc.
+0.2%
+$17.36 
GIS General Mills, Inc.
+0.19%
+$4,705.02 
DFGEX DFA Global Real Estate Securities Portfolio
+0.17%
+$769.48 
DCMSX DFA Commodity Strategy Portfolio Institutional Class Shares
+0.17%
+$11.09 
FUTY Fidelity MSCI Utilities Index ETF
+0.15%
+$46.24 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$578.25 
VNQ Vanguard Real Estate ETF
+0.14%
+$5.32 
VTEB Vanguard Tax-Exempt Bond ETF
+0.14%
+$78.33 
GOOG Alphabet Inc
+0.13%
+$675.27 
DOC Healthpeak Properties, Inc.
+0.12%
+$8.57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$1,520.59 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.11%
+$5,046.74 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.11%
+$44.02 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$15,455 
NI NiSource Inc.
+0.1%
+$12.69 
TJX The TJX Companies, Inc.
+0.09%
+$87.42 
DFREX DFA Real Estate Securities Fund - Institutional Class
+0.09%
+$141.8 
AEP American Electric Power Company, Inc.
+0.09%
+$11 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$230.28 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$11.76 
VCRRX Versus Capital Real Assets Fund LLC
+0.07%
+$62.48 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1.68 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.01%
+$2,065.4 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$0.47 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$3.17 
00141M770
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00171A209
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808515548
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808515605
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808515613
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808516603
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808516843
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87244W664
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903288348
0%
$0 
939330106
0%
$0 
94984B751
0%
$0 
949921860
0%
$0 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
BLZRU
0%
$0 
CMA Comerica Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
FAX
0%
$0 
FAXXF Fairfax Financial Holdings Ltd.
0%
$0 
FRIAX Franklin Income Fund Equity & Fixed Income Mutual Fund
0%
$0 
J55678106
0%
$0 
LH
0%
$0 
Q
0%
$0 
SIRI
0%
$0 
SWAGX Schwab U.S. Aggregate Bond Index Fund
0%
$0 
SWM Schweitzer-Mauduit International Inc
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TWO
0%
$0 
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares
0%
$0 
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares
0%
$0 
VMLUX Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
0%
$0 
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
0%
$0 
Y8615C114
0%
$0 
ORCL Oracle Corporation
-8.33%
-$6,506.76 
ADSK Autodesk, Inc.
-6.59%
-$452.13 
ADBE Adobe Inc.
-5.85%
-$7,827.18 
WDAY Workday Inc.
-4.57%
-$31.4 
IT Gartner Inc.
-4.19%
-$545.16 
SAP SAP SE Sponsored ADR
-3.91%
-$133.3 
FSELX Fidelity Select Semiconductors Portfolio
-3.73%
-$883.52 
COP ConocoPhillips
-3.54%
-$2,035.2 
PRJZX PGIM Jennison Global Opportunities Fund Class Z
-2.91%
-$426.88 
JEMSX JPMorgan Emerging Markets Equity Fund Class I
-2.69%
-$3,733.54 
SPGI S&P Global Inc.
-2.68%
-$45.76 
POAGX PRIMECAP Odyssey Aggressive Growth Fund
-2.67%
-$1,081.6 
NOW ServiceNow, Inc.
-2.65%
-$239.27 
XOM Exxon Mobil Corporation
-2.63%
-$80,039.52 
ADM Archer-Daniels-Midland Co
-2.53%
-$4,208.58 
PEMMX Putnam Emerging Markets Equity Fund Class A
-2.48%
-$207.2 
AMAGX Amana Growth Fund Investor
-2.42%
-$97.66 
AWR American States Water Co.
-2.42%
-$4,546.7 
DFEMX DFA Emerging Markets Portfolio Institutional Class
-2.4%
-$177.67 
JACTX Janus Henderson Forty Fund Class T
-2.39%
-$2,541.63 
TEQAX Touchstone Non-US Equity Fund Class A
-2.39%
-$2,012 
TADAX Transamerica US Growth Fund Class A
-2.31%
-$590.59 
POGRX Primecap Odyssey Growth Fund
-2.28%
-$832.24 
MO Altria Group, Inc.
-2.27%
-$141,242.76 
AMCPX American Funds AMCAP Fund Class A
-2.27%
-$7,715.52 
TTD The Trade Desk, Inc. Class A
-2.25%
-$21.75 
NEWFX American Funds New World Fund Class A
-2.24%
-$3,475.65 
VPMAX Vanguard Primecap Fund Admiral Shares
-2.24%
-$2,209.8 
MFEGX MFS Growth Fund Class A
-2.22%
-$754.45 
MFEIX MFS Growth Fund Class I
-2.22%
-$2,104.85 
FBGRX Fidelity Blue Chip Growth Fund
-2.21%
-$12,629.5 
TYL Tyler Technologies Inc.
-2.17%
-$3,000.2 
VWUSX Vanguard U.S. Growth Fund Investor Shares
-2.17%
-$570.5 
CRM Salesforce Inc
-2.16%
-$365.81 
ANWPX American Funds New Perspective Fund Class A
-2.15%
-$3,901.02 
MSCI MSCI Inc.
-2.14%
-$91.07 
RELX Relx PLC Sponsored ADR
-2.12%
-$142.56 
MCO Moody's Corporation
-2.12%
-$1,686.81 
JORNX Janus Henderson Global Select Fund Class T
-2.11%
-$457.6 
PRGFX T. Rowe Price Growth Stock Fund
-2.11%
-$4,414.41 
DFCEX DFA Emerging Markets Core Equity 2 Portfolio Institutional Class
-2.07%
-$22,138.51 
APGYX AB Large Cap Growth Fund Advisor Class
-2.07%
-$700.8 
PRWAX T. Rowe Price All-Cap Opportunities Fund
-2%
-$5,545.94 
FDGRX Fidelity Growth Company Fund
-1.97%
-$198.69 
SOLV Solventum Corporation
-1.95%
-$152.78 
CVX Chevron Corporation
-1.94%
-$5,077.44 
WCN Waste Connections Inc.
-1.92%
-$73.2 
PSX Phillips 66
-1.88%
-$682 
FNITX Fidelity Advisor New Insights Fund Class M
-1.87%
-$1,005.55 
XLE Energy Select Sector SPDR Fund
-1.85%
-$2,415.96 
UWMC UWM Holdings Corporation
-1.85%
-$66.15 
COFYX Columbia Contrarian Core Fund Class I3
-1.85%
-$914.82 
MSFT Microsoft Corp.
-1.83%
-$61,236.6 
FCNTX Fidelity Contrafund
-1.82%
-$2,077.4 
SCWFX American Funds Smallcap World Fund Inc. Class F-1
-1.78%
-$154.78 
SMCWX American Funds SMALLCAP World Fund Class A
-1.78%
-$5,431.68 
ADP Automatic Data Processing Inc.
-1.77%
-$1,221.8 
VDE Vanguard Energy ETF
-1.75%
-$2,337.37 
DFEVX DFA Emerging Markets Value Portfolio Institutional Class
-1.75%
-$571.34 
VQNPX Vanguard Growth and Income Fund Investor Shares
-1.74%
-$147.5 
PFPMX Parnassus Mid Cap Fund Institutional Shares
-1.73%
-$1,403.67 
FBIOX Fidelity Select Biotechnology Portfolio
-1.72%
-$31.39 
DSEFX Domini Impact Equity Fund Investor Shares
-1.72%
-$843.5 
MINIX MFS International Intrinsic Value Fund Class I
-1.72%
-$161.68 
SH ProShares Short S&P500
-1.72%
-$56.05 
ARGFX Ariel Fund Investor Class
-1.7%
-$388.8 
MWOFX MFS Global Growth Fund Class A
-1.69%
-$616.08 
DOW Dow Inc.
-1.68%
-$116.15 
RPMGX T. Rowe Price Mid-Cap Growth Fund
-1.67%
-$607.2 
CBRE CBRE Group Inc.
-1.66%
-$160.2 
DODFX Dodge & Cox International Stock Fund Class I
-1.66%
-$642.6 
RSG Republic Services, Inc.
-1.65%
-$203.58 
DFSIX DFA U.S. Sustainability Core 1 Portfolio
-1.65%
-$2,277.73 
PCCOX T. Rowe Price U.S. Equity Research Fund, Class I
-1.64%
-$460.8 
DFUSX Dimensional U.S. Large Company Portfolio Institutional Class
-1.63%
-$2,214.4 
SWPPX Schwab S&P 500 Index Fund
-1.63%
-$46,904.55 
SWTSX Schwab Total Stock Market Index Fund
-1.62%
-$142.97 
COKE Coca-Cola Consolidated Inc.
-1.62%
-$186 
FXAIX Fidelity 500 Index Fund
-1.62%
-$15,829.32 
VFIAX Vanguard 500 Index Fund Admiral Shares
-1.62%
-$23,712.64 
PRILX Parnassus Core Equity Fund – Institutional Shares
-1.62%
-$1,186.56 
USSPX Victory 500 Index Fund Member Shares
-1.62%
-$2,663.65 
PEOPX BNY Mellon S&P 500 Index Fund
-1.61%
-$1,282.93 
VTWAX Vanguard Total World Stock Index Fund Admiral Shares
-1.61%
-$17.6 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-1.61%
-$3,400.05 
PRBLX Parnassus Core Equity Fund Investor Shares
-1.61%
-$4,014.7 
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
-1.61%
-$3,629.51 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-1.59%
-$1,921.97 
PAYX Paychex Inc.
-1.58%
-$64,284.8 
DURPX Dimensional U.S. High Relative Profitability Portfolio Institutional Class
-1.54%
-$24.75 
PNRAX Putnam Research Fund Class A
-1.53%
-$245.1 
DSCGX DFA U.S. Small Cap Growth Portfolio Institutional Class
-1.48%
-$38.71 
MDIJX MFS International Diversification Fund Class I
-1.48%
-$311.96 
DFEOX DFA U.S. Core Equity 1 Portfolio Institutional Class
-1.47%
-$3,123.2 
SHSAX BlackRock Health Sciences Opportunities Fund, Investor A
-1.47%
-$605.36 
DRILX Dimensional 2060 Target Date Retirement Income Fund – Institutional Class
-1.47%
-$1,758.98 
POVSX Putnam International Equity Fund Class A
-1.46%
-$244.51 
DFQTX DFA U.S. Core Equity II Portfolio Institutional Class
-1.46%
-$29,001.37 
FPURX Fidelity Puritan Fund
-1.46%
-$601.88 
VWNFX Vanguard Windsor II Fund Investor Shares
-1.44%
-$2,229.84 
SWISX Schwab International Index Fund
-1.43%
-$1,092.96 
ARTIX Artisan International Fund Investor Class
-1.41%
-$162.15 
DILRX DFA International Large Cap Growth Portfolio
-1.4%
-$27.84 
RWGFX Wedgewood Fund Retail Class
-1.4%
-$326.52 
PEYAX Putnam Large Cap Value Fund Class A
-1.38%
-$675.55 
SWYOX Schwab Target 2065 Index Fund
-1.37%
-$636.9 
OKE ONEOK, Inc.
-1.36%
-$1,865.91 
NBSRX Neuberger Berman Sustainable Equity Fund Investor Class
-1.35%
-$327.6 
FIS Fidelity National Information Services, Inc.
-1.35%
-$84.53 
SWYNX Schwab Target 2060 Index Fund Institutional Shares
-1.33%
-$223.08 
VASGX Vanguard LifeStrategy Growth Fund Investor Shares
-1.33%
-$251.12 
DRIJX Dimensional 2050 Target Date Retirement Income Fund Institutional Class
-1.33%
-$102.4 
SWEGX Schwab MarketTrack All Equity Portfolio
-1.32%
-$22,195.8 
SEQUX Sequoia Fund
-1.31%
-$317.2 
DFSPX DFA International Sustainability Core 1 Portfolio
-1.31%
-$1,714.9 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
-1.3%
-$2,366.07 
DFLVX DFA US Large Cap Value Portfolio Institutional Class
-1.3%
-$3,679.2 
INGR Ingredion Inc.
-1.29%
-$68,513.28 
VEVIX Victory Sycamore Established Value Fund Class I
-1.27%
-$305.28 
SWYMX Schwab Target 2050 Index Fund
-1.26%
-$216.3 
VGHAX Vanguard Health Care Fund Admiral Shares
-1.25%
-$508.82 
EPD Enterprise Products Partners L.P.
-1.24%
-$2,287.02 
FCPT Four Corners Property Trust Inc.
-1.23%
-$570.71 
DISVX DFA International Small Cap Value Portfolio Institutional Class
-1.23%
-$3,393.98 
OAKIX Oakmark International Fund Investor Class
-1.23%
-$17.6 
PRMTX T. Rowe Price Communications & Technology Fund Investor Class
-1.22%
-$2,777.73 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$499.8 
KMI Kinder Morgan, Inc.
-1.21%
-$51.59 
PSJ Invesco Dynamic Software ETF
-1.21%
-$158.7 
DRIIX Dimensional 2045 Target Date Retirement Income Fund Institutional Class
-1.2%
-$55.89 
FVDFX Fidelity Value Discovery Fund
-1.2%
-$18.87 
TRMB Trimble Inc.
-1.19%
-$75 
VDIGX Vanguard Dividend Growth Fund Investor Shares
-1.19%
-$2,049.06 
DFIEX DFA International Core Equity 2 Portfolio Institutional Class
-1.18%
-$17,758 
FBALX Fidelity Balanced Fund
-1.18%
-$2,058.2 
BR Broadridge Financial Solutions, Inc.
-1.18%
-$110.08 
DFISX DFA International Small Company Portfolio Institutional Class
-1.18%
-$2,211.2 
SWYHX Schwab Target 2045 Index Fund
-1.17%
-$144.72 
ABALX American Funds American Balanced Fund Class A
-1.14%
-$534.52 
ACN Accenture plc Class A
-1.14%
-$3,449.32 
WTRG Essential Utilities Inc.
-1.13%
-$48,947.25 
ACCO Acco Brands Corporation
-1.12%
-$18.72 
AFMBX American Balanced Fund F-3
-1.12%
-$374.4 
SWSSX Schwab Small Cap Index Fund
-1.1%
-$797.13 
SWYGX Schwab Target 2040 Index Fund
-1.1%
-$77.28 
PRFDX T. Rowe Price Equity Income Fund
-1.09%
-$879.37 
DFSTX DFA U.S. Small Cap Portfolio Institutional Class
-1.09%
-$5,653.05 
VTRIX Vanguard International Value Fund Investor Shares
-1.08%
-$1,344.5 
NBGNX Neuberger Berman Genesis Fund Investor Class
-1.08%
-$150.04 
DFIVX Dimensional International Value Portfolio Institutional Class
-1.08%
-$795.94 
SWOBX Schwab Balanced Fund
-1.08%
-$682 
VWELX Vanguard Wellington Fund Investor Shares
-1.07%
-$1,434.5 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.06%
-$915.57 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
-1.06%
-$210.24 
DRIHX Dimensional 2040 Target Date Retirement Income Fund Institutional Class
-1.05%
-$55.48 
PRHSX T. Rowe Price Health Sciences Fund
-1.05%
-$687.3 
PM Philip Morris International Inc.
-1.05%
-$83,439.36 
PRWCX T. Rowe Price Capital Appreciation Fund
-1.05%
-$2,753.01 
SWYFX Schwab Target 2035 Index Fund Institutional Shares
-1.03%
-$686.28 
MDLZ Mondelez International, Inc.
-1.03%
-$297 
VEIPX Vanguard Equity-Income Fund Investor Shares
-0.98%
-$2,486.3 
DIHRX Dimensional International High Relative Profitability Portfolio
-0.98%
-$19.84 
KDP Keurig Dr Pepper Inc.
-0.98%
-$252.96 
PTY PIMCO Corporate & Income Opportunity Fund
-0.97%
-$75.44 
AUEIX AQR Large Cap Defensive Style Fund Class I
-0.97%
-$260.28 
KO The Coca-Cola Company
-0.96%
-$81,229.33 
SWDRX Schwab Target 2030 Fund
-0.95%
-$1,110.44 
FASMX Fidelity Asset Manager 50% Fund
-0.95%
-$234.74 
V Visa Inc. Class A
-0.94%
-$1,308.96 
NFLX Netflix, Inc.
-0.9%
-$111 
DGSIX DFA Global Allocation 60/40 Portfolio
-0.9%
-$15,962.1 
MPC Marathon Petroleum Corporation
-0.88%
-$287.06 
AVB AvalonBay Communities, Inc.
-0.85%
-$22.19 
COST Costco Wholesale Corporation
-0.83%
-$2,497.36 
OAKBX Oakmark Equity and Income Fund Investor Class
-0.82%
-$160.32 
DODBX Dodge & Cox Balanced Fund Class I
-0.8%
-$344.41 
PGR Progressive Corporation
-0.78%
-$17.55 
TBGVX Tweedy, Browne International Value Fund
-0.78%
-$226.08 
MEIIX MFS Value Fund Class I
-0.75%
-$1,058.8 
MEIAX MFS Value Fund Class A
-0.74%
-$439.53 
FNLC The First Bancorp, Inc.
-0.73%
-$11,836.98 
SWHRX Schwab Target 2025 Fund
-0.72%
-$668.36 
BHB Bar Harbor Bankshares
-0.71%
-$10,534.68 
DFFVX DFA U.S. Targeted Value Portfolio Institutional Class
-0.71%
-$341.1 
CB Chubb Limited
-0.7%
-$69.75 
PDI Pimco Dynamic Income Fund
-0.67%
-$191.18 
SCUIX Hartford Schroders US Small Cap Opportunities Fund Class I
-0.66%
-$145.2 
SSNC SS&C Technologies Holdings Inc.
-0.65%
-$24.03 
HP Helmerich & Payne Inc.
-0.61%
-$39.12 
WMB The Williams Companies, Inc.
-0.61%
-$193.16 
ES Eversource Energy
-0.6%
-$219.95 
ED Consolidated Edison, Inc.
-0.58%
-$39,361.32 
SYK Stryker Corporation
-0.56%
-$81.55 
DFSVX DFA U.S. Small Cap Value Portfolio Institutional Class
-0.55%
-$2,753.85 
ATO Atmos Energy Corporation
-0.55%
-$67.89 
DFSCX DFA U.S. Micro Cap Portfolio Institutional Class
-0.54%
-$296 
BP BP p.l.c. Sponsored ADR
-0.54%
-$100.05 
KNYJY Kone Oyj Unsponsored ADR
-0.53%
-$10.8 
NOSGX Northern Small Cap Value Fund
-0.52%
-$22.08 
SCHW Charles Schwab Corporation
-0.5%
-$81.9 
YUMC Yum China Holdings Inc.
-0.5%
-$75.9 
HIG The Hartford Insurance Group, Inc.
-0.49%
-$52.48 
ZBH Zimmer Biomet Holdings, Inc.
-0.48%
-$52.7 
DUK Duke Energy Corporation
-0.46%
-$497.04 
KR Kroger Co.
-0.45%
-$1,325.59 
SO The Southern Company
-0.44%
-$30,908.44 
CPB The Campbell's Company
-0.41%
-$17.29 
CLX The Clorox Company
-0.4%
-$11,937.69 
VWIAX Vanguard Wellesley Income Fund Admiral Shares
-0.4%
-$213.25 
WEC WEC Energy Group Inc.
-0.4%
-$12.15 
VWINX Vanguard Wellesley Income Fund Investor Shares
-0.39%
-$356.4 
META Meta Platforms Inc Class A
-0.38%
-$3,659.46 
CDW CDW Corporation
-0.38%
-$46.06 
CL Colgate-Palmolive Company
-0.37%
-$1,565.12 
ROP Roper Technologies Inc.
-0.36%
-$19.12 
JKD iShares Morningstar Large-Cap ETF
-0.33%
-$207.93 
TTE TotalEnergies SE
-0.32%
-$26.79 
AFL Aflac Inc.
-0.31%
-$16.56 
MAT Mattel Inc.
-0.31%
-$6.66 
MA Mastercard Incorporated
-0.3%
-$122.18 
RMD ResMed Inc.
-0.28%
-$107.8 
PEP PepsiCo, Inc.
-0.28%
-$16,407.61 
UNH UnitedHealth Group Incorporated
-0.27%
-$163.9 
CP Canadian Pacific Kansas City Limited
-0.27%
-$20.16 
WMT Walmart Inc.
-0.27%
-$30,521.6 
ORI Old Republic International Corp.
-0.26%
-$25.6 
SJM The J.M. Smucker Company
-0.26%
-$5.4 
CAC Camden National Corporation
-0.25%
-$1,694.68 
BDX Becton, Dickinson and Company
-0.25%
-$84.71 
UL Unilever PLC Sponsored American Depositary Receipt
-0.24%
-$12,920.88 
RF-PF Regions Financial Corporation
-0.24%
-$10.68 
CI The Cigna Group
-0.24%
-$443.1 
AMP Ameriprise Financial, Inc.
-0.23%
-$434.7 
NTIOF National Bank of Canada
-0.22%
-$90.75 
HLN Haleon Plc - ADR
-0.22%
-$27.44 
MCK McKesson Corporation
-0.22%
-$22.36 
PG Procter & Gamble Co
-0.21%
-$13,301.3 
FSTA Fidelity MSCI Consumer Staples Index ETF
-0.2%
-$66.66 
MKC McCormick & Company, Incorporated
-0.2%
-$2 
VMATX Vanguard Massachusetts Tax-Exempt Fund Investor Shares
-0.2%
-$113.34 
EW Edwards Lifesciences Corporation
-0.16%
-$5.04 
VDC VANGUARD CONSUMER STAPLES ETF
-0.16%
-$263.89 
CME CME Group Inc.
-0.16%
-$74.28 
VTABX Vanguard Total International Bond Index Fund Admiral Shares
-0.16%
-$385.41 
XLP Consumer Staples Select Sector SPDR Fund
-0.13%
-$40.7 
HAL Halliburton Company
-0.11%
-$40.19 
FFRHX Fidelity Floating Rate High Income
-0.11%
-$1.41 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-0.1%
-$1,081.89 
HPQ HP Inc.
-0.1%
-$38.08 
GOOGL Alphabet Inc
-0.1%
-$153.72 
DFAPX DFA Investment Grade Portfolio Institutional Class
-0.1%
-$90.07 
WOBDX JPMorgan Core Bond Fund Class I
-0.1%
-$58.21 
ACITX American Century Inflation Adjusted Bond Fund Investor Class
-0.1%
-$5.58 
ACP abrdn Income Credit Strategies Fund
-0.1%
-$6.42 
DIPSX DFA Inflation-Protected Securities Portfolio Institutional Class
-0.09%
-$911.77 
VCAIX Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares
-0.09%
-$4.89 
VCITX Vanguard California Long-Term Tax-Exempt Fund Investor Shares
-0.09%
-$4.92 
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares
-0.09%
-$36.39 
PDBZX PGIM Total Return Bond Fund Class Z
-0.08%
-$23.78 
AFTFX American Funds Tax-Exempt Bond Fund® Class F-1
-0.08%
-$17.54 
NEE NextEra Energy, Inc.
-0.07%
-$4,748.46 
VGSLX Vanguard Real Estate Index Fund Admiral Shares
-0.06%
-$5.44 
DNP DNP Select Income Fund Inc.
-0.05%
-$10.93 
EXC Exelon Corporation
-0.04%
-$1.86 
KD Kyndryl Holdings Inc.
-0.04%
-$0.32 
T AT&T Inc.
-0.02%
-$23.7 
WELL Welltower Inc.
-0.02%
-$4.6 Events
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Dividends
Dividend Analysis
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| Trades 5836 | Longs Won 4053/5836 69% | Profit Factor 6.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,125.07 |
| Average Win $29,686.85 | Best Trade (Jun 11) $6.68M | Sharpe Ratio -6.83 |
| Average Loss -$11,182.09 | Worst Trade (Jun 11) -$2.18M | Z-Score 32.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 5d | Expectancy $17,200.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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