Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-04-192021-03-31Q1_202113F-HR259$617,898,0006.31%
2021-01-212020-12-31Q4_202013F-HR254$581,197,00017.31%
2020-10-272020-09-30Q3_202013F-HR243$495,422,00019.90%
2020-08-052020-06-30Q2_202013F-HR230$413,185,000-3.09%
2020-05-072020-03-31Q1_202013F-HR215$426,367,000-12.82%
2020-01-272019-12-31Q4_201913F-HR244$489,069,0009.83%
2019-10-252019-09-30Q3_201913F-HR237$445,306,0003.23%
2019-08-022019-06-30Q2_201913F-HR233$431,368,0002.60%
2019-04-222019-03-31Q1_201913F-HR232$420,422,0002.07%
2019-01-292018-12-31Q4_201813F-HR224$411,901,000-0.15%
2018-10-292018-09-30Q3_201813F-HR247$412,523,0006.94%
2018-07-312018-06-30Q2_201813F-HR231$385,757,0004.88%
2018-04-302018-03-31Q1_201813F-HR225$367,823,000-1.89%
2018-01-312017-12-31Q4_201713F-HR223$374,924,0004.63%
2017-11-292017-09-30Q3_201713F-HR221$358,339,0000.52%
2017-07-212017-06-30Q2_201713F-HR227$356,492,0006.79%
2017-04-212017-03-31Q1_201713F-HR229$333,829,00011.27%
2017-01-202016-12-31Q4_201613F-HR221$300,028,0002.67%
2016-10-242016-09-30Q3_201613F-HR223$292,227,00013.75%
2016-07-252016-06-30Q2_201613F-HR197$256,899,000-14.03%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGTDECR$41,986-0.03%6.79%$358.49-0.02%117,119
VANGUARD INDEX FDSVTIINCR$33,6860.01%5.45%$206.69-0.02%162,977
SCHWAB U.S. BROAD MARKET ETFSCHBINCR$23,3490.02%3.78%$96.71-0.01%241,430
VANGUARD INDEX FDSVBINCR$18,2270.01%2.95%$214.08-0.01%85,143
VANGUARD HEALTH CARE INDEX FUNDVHTDECR$17,394-0.06%2.82%$228.75-0.04%76,039
VANGUARD STAR FDSVXUSINCR$15,2930.03%2.48%$62.700.03%243,915
VANGUARD TOTAL WORLD STOCK INDEX FUNDVTDECR$13,028-0.03%2.11%$97.29-0.04%133,913
VANGUARD FINANCIALS INDEX FUNDVFHINCR$11,6150.08%1.88%$84.50-0.02%137,459
MICROSOFT CORPMSFTINCR$11,0960.16%1.80%$235.780.10%47,061
SELECT SECTOR SPDR TRXLKINCR$10,9820.00%1.78%$132.810.00%82,692
APPLE INCAAPLINCR$10,9640.05%1.77%$122.150.13%89,762
SELECT SECTOR SPDR TRXLYINCR$10,4690.03%1.69%$168.080.04%62,287
SELECT SECTOR SPDR TRXLCINCR$10,3330.07%1.67%$73.320.00%140,929
ISHARES TRITOTINCR$10,1460.03%1.64%$91.600.00%110,768
SPDR SER TRSPLGINCR$9,7880.04%1.58%$46.610.01%209,995
SCHWAB U.S. LARGE-CAP ETFSCHXINCR$9,3890.07%1.52%$96.030.04%97,770
VANGUARD SCOTTSDALE FDSVCSHINCR$9,0450.30%1.46%$82.500.31%109,635
SELECT SECTOR SPDR TRXLVDECR$8,653-0.01%1.40%$116.740.01%74,120
S & P DEPOSITORY RECEIPTSSPYINCR$8,1840.05%1.32%$396.340.02%20,649
JOHNSON & JOHNSONJNJINCR$7,6370.18%1.24%$164.360.17%46,466
ISHARES TRIEGAINCR$7,0240.06%1.14%$72.050.06%97,484
VANGUARD BD INDEX FDSBNDINCR$6,9700.13%1.13%$84.720.16%82,268
INVESCO QQQ TRQQQDECR$6,597-0.02%1.07%$319.140.00%20,671
DISNEY WALT CODISINCR$6,3150.04%1.02%$184.53-0.03%34,223
VANGUARD SCOTTSDALE FDSVGITDECR$6,089-0.06%0.99%$67.23-0.03%90,571
SELECT SECTOR SPDR TRXLFINCR$5,7830.11%0.94%$34.050.00%169,846
SPDR SER TRSPSMINCR$5,7160.16%0.93%$42.270.08%135,232
PROCTER AND GAMBLE COPGINCR$5,6980.03%0.92%$135.420.00%42,075
SCHWAB INTERNATIONAL EQUITY ETFSCHFINCR$5,7110.05%0.92%$37.620.04%151,799
ISHARES INCIEMGINCR$5,5890.00%0.90%$64.360.05%86,836
SPDR PORTFOLIO S&P 400 MID CAP ETFSPMDINCR$5,3790.14%0.87%$45.760.08%117,541
VANGUARD INTL EQUITY INDEX FVEUDECR$4,851-0.01%0.79%$60.680.00%79,942
SELECT SECTOR SPDR TRXLIINCR$4,8140.11%0.78%$98.450.01%48,900
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$4,7560.10%0.77%$255.480.02%18,616
MCDONALDS CORPMCDDECR$4,537-0.01%0.73%$224.12-0.05%20,244
VANGUARD BD INDEX FDSBSVINCR$4,5020.33%0.73%$82.190.34%54,775
FIDELITY MERRIMACK STR TRFBNDBUY$4,4260.00%0.72%$52.410.00%84,446
NIKE INCNKEDECR$4,413-0.08%0.71%$132.88-0.01%33,211
SELECT SECTOR SPDR TRXLPINCR$4,3110.04%0.70%$68.300.00%63,115
PEPSICO INCPEPDECR$4,2030.00%0.68%$141.470.00%29,710
SELECT SECTOR SPDR TRXLEINCR$4,0250.15%0.65%$49.060.03%82,036
AMAZON COM INCAMZNINCR$3,7900.44%0.61%$3093.880.52%1,225
ISHARES TRIXUSINCR$3,7140.02%0.60%$70.280.02%52,848
ISHARES CORE S&P 500 INDEX ETFIVVINCR$3,36610.98%0.54%$397.7810.61%8,462
ALPHABET INC USD 0.001 CLS AGOOGLINCR$3,2790.94%0.53%$2062.260.77%1,590
VISA INCVINCR$3,2680.72%0.53%$211.740.68%15,434
VANGUARD WORLD FDSVOXINCR$3,2080.05%0.52%$130.03-0.01%24,672
INTEL CORPINTCINCR$2,9520.07%0.48%$63.99-0.02%46,131
ISHARES TRIJRINCR$2,9880.11%0.48%$108.520.03%27,535
J P MORGAN CHASE & CO COMJPMINCR$2,9680.55%0.48%$152.240.38%19,496
SCHWAB EMERGING MARKETS EQUITY ETFSCHEINCR$2,8560.00%0.46%$31.780.05%89,867
VANGUARD INDEX FDSVNQINCR$2,7960.47%0.45%$91.850.37%30,440
BK OF AMERICA CORPBACINCR$2,7020.89%0.44%$38.690.58%69,834
SELECT SECTOR SPDR TRXLREINCR$2,7340.07%0.44%$39.490.00%69,230
CUMMINS INCCMIINCR$2,6520.02%0.43%$259.09-0.07%10,236
CISCO SYSTEMSCSCOINCR$2,6070.12%0.42%$51.71-0.02%50,413
LILLY ELI & COLLYDECR$2,592-0.10%0.42%$186.80-0.03%13,876
COSTCO WHSL CORP NEWCOSTDECR$2,554-0.06%0.41%$352.52-0.03%7,245
3M COMMMINCR$2,4560.12%0.40%$192.67-0.01%12,747
VANGUARD UTILITIES INDEX FUNDVPUDECR$2,486-0.01%0.40%$140.52-0.03%17,691
LOWES COS INCLOWINCR$2,4370.09%0.39%$190.20-0.01%12,813
ISHARES GOLD TRUSTIAUBUY$2,2930.00%0.37%$16.260.00%141,018
SCHWAB U.S. SMALL-CAP ETFSCHAINCR$2,2960.07%0.37%$99.680.04%23,034
SCHWAB US DIVIDEND EQUITY ETFSCHDINCR$2,2730.11%0.37%$72.910.01%31,177
SELECT SECTOR SPDR TRXLUDECR$2,277-0.01%0.37%$64.05-0.03%35,550
SUN CMNTYS INCSUIINCR$2,0740.03%0.34%$150.010.00%13,826
VERIZON COMMUNICATIONS INCVZDECR$2,0700.00%0.34%$58.16-0.02%35,592
HOME DEPOT INCHDINCR$2,0260.09%0.33%$305.26-0.02%6,637
KIMBERLY-CLARK CORPKMBINCR$2,0600.02%0.33%$139.02-0.04%14,818
VANGUARD WORLD FDSVISINCR$2,0180.04%0.33%$189.29-0.04%10,661
MCCORMICK & CO., INC.MKCDECR$1,992-0.04%0.32%$89.14-0.01%22,346
NORFOLK SOUTHN CORPNSCINCR$1,9880.03%0.32%$268.50-0.02%7,404
STARBUCKS CORPSBUXINCR$1,9810.02%0.32%$109.27-0.01%18,129
FACEBOOK INCFBINCR$1,9180.12%0.31%$294.580.02%6,511
YUM BRANDS INCYUMINCR$1,9170.01%0.31%$108.160.02%17,723
ALPHABET INCGOOGINCR$1,8720.06%0.30%$2068.51-0.03%905
TARGET CORPTGTINCR$1,7710.03%0.29%$198.12-0.02%8,939
ABBOTT LABSABTINCR$1,7550.05%0.28%$119.83-0.01%14,646
CSX CORPCSXINCR$1,7360.02%0.28%$96.41-0.01%18,007
TRAVELERS COMPANIES INCTRVINCR$1,7210.02%0.28%$150.44-0.02%11,440
VANGUARD INTL EQUITY INDEX FVWODECR$1,738-0.06%0.28%$52.06-0.02%33,386
CATERPILLAR INCCATINCR$1,6420.19%0.27%$231.92-0.01%7,080
COCA COLA COKOINCR$1,6580.03%0.27%$52.71-0.04%31,457
HONEYWELL INTL INCHONINCR$1,6560.02%0.27%$217.04-0.02%7,630
MERCK & CO INC NEWMRKDECR$1,582-0.07%0.26%$77.07-0.01%20,527
PFIZER COMPANY INCPFEDECR$1,604-0.04%0.26%$36.24-0.04%44,265
SELECT SECTOR SPDR TRXLBINCR$1,5940.04%0.26%$78.790.00%20,230
VANGUARD INDEX FDSVOOINCR$1,5590.21%0.25%$364.340.18%4,279
WALMART INCWMTDECR$1,526-0.08%0.25%$135.79-0.02%11,238
ISHARES TR S&P MIDCAP 400 INDEX FUNDIJHINCR$1,4780.11%0.24%$260.260.05%5,679
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDMINTINCR$1,4840.87%0.24%$101.890.88%14,565
AMERICAN TOWER CORP NEWAMTINCR$1,4320.07%0.23%$239.030.00%5,991
ISHARES SELECT DIVIDEND ETFDVYINCR$1,3350.16%0.22%$114.070.03%11,703
SCHWAB U.S. MID-CAP ETFSCHMINCR$1,3450.06%0.22%$74.420.03%18,074
WASTE MANAGEMENT INCWMINCR$1,3310.06%0.22%$128.99-0.05%10,319
BOEING COBAINCR$1,2770.24%0.21%$254.640.03%5,015
CHEVRON CORP NEWCVXINCR$1,2690.11%0.21%$104.750.01%12,114
ISHARES TRDGROINCR$1,3030.13%0.21%$48.290.08%26,985
MASTERCARD INCORPORATEDMAINCR$1,3250.05%0.21%$356.18-0.01%3,720
NORTHROP GRUMMAN CORPORATION USD 1.0NOCINCR$1,2740.08%0.21%$323.680.00%3,936
VANGUARD INDEX FDSVTVINCR$1,2900.61%0.21%$131.440.51%9,814
VANGUARD MUN BD FDSVTEBINCR$1,3210.54%0.21%$54.640.56%24,176
BRISTOL MYERS SQUIBB COBMYDECR$1,257-0.05%0.20%$63.12-0.01%19,915
FEDEX CORPFDXINCR$1,2270.10%0.20%$284.09-0.02%4,319
NEXTERA ENERGY INC COMNEEDECR$1,230-0.11%0.20%$75.63-0.01%16,264
ABBVIE INCABBVDECR$1,163-0.05%0.19%$108.20-0.02%10,749
COLGATE PALMOLIVE COCLDECR$1,184-0.05%0.19%$78.81-0.04%15,023
COMCAST CORP NEWCMCSAINCR$1,1520.10%0.19%$54.10-0.01%21,295
VANGUARD WORLD FDSVDEINCR$1,1600.13%0.19%$68.020.00%17,053
TESLA MOTORS INCTSLADECR$1,106-0.22%0.18%$668.28-0.01%1,655
DEERE & CODEINCR$1,0570.21%0.17%$374.03-0.02%2,826
ORACLE SYSTEMSORCLINCR$1,0610.13%0.17%$70.15-0.01%15,125
VANGUARD WORLD FDSVDCDECR$1,074-0.01%0.17%$178.26-0.05%6,025
CELANESE CORP DELCEINCR$1,0070.12%0.16%$149.81-0.01%6,722
CROWN CASTLE INTL CORP NEWCCIINCR$9980.07%0.16%$172.07-0.01%5,800
GOLDMAN SACHS ETF TRGSLCINCR$1,0100.02%0.16%$79.100.00%12,769
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVIGINCR$1,0133.31%0.16%$147.093.17%6,887
CHURCHILL DOWNS INCCHDNINCR$9550.07%0.15%$227.380.00%4,200
MERCADOLIBRE INCMELIDECR$933-0.26%0.15%$1471.610.00%634
PUBLIC STORAGEPSAINCR$9360.10%0.15%$246.640.00%3,795
SCHWAB U.S. REIT ETFSCHHINCR$9360.06%0.15%$41.07-0.01%22,789
UNION PAC CORPUNPDECR$904-0.03%0.15%$220.33-0.04%4,103
VANGUARD INDEX FDSVODECR$934-0.04%0.15%$221.27-0.07%4,221
VANGUARD SCOTTSDALE FDSVGSHINCR$9350.10%0.15%$61.500.10%15,204
CVS HEALTH CORPORATIONCVSDECR$840-0.05%0.14%$75.19-0.05%11,172
GALLAGHER ARTHUR J & COAJGINCR$8800.05%0.14%$124.820.00%7,050
INVESCO EXCHANGE TRADED FD TPFMDECR$855-0.03%0.14%$34.60-0.07%24,710
ISHARES ESG AWARE MSCI USA ETFESGUINCR$8760.05%0.14%$90.830.02%9,644
PALANTIR TECHNOLOGIES INCPLTRBUY$8680.00%0.14%$23.300.00%37,250
SCHWAB US AGGREGATE BOND ETFSCHZDECR$837-0.04%0.14%$53.93-0.01%15,520
AT&T INCTDECR$783-0.02%0.13%$30.26-0.06%25,880
AUTOMATIC DATA PROCESSINGADPINCR$7940.13%0.13%$188.55-0.02%4,211
BALL CORPBLLBUY$7750.00%0.13%$84.700.00%9,150
DANAHER CORPORATIONDHRDECR$827-0.09%0.13%$225.03-0.04%3,675
DUKE ENERGY CORP NEWDUKINCR$8010.03%0.13%$96.55-0.03%8,296
ISHARES TRIGVINCR$7850.02%0.13%$341.300.07%2,300
ISHARES MSCI USA QUALITY FACTOR ETFQUALINCR$7730.01%0.13%$121.85-0.03%6,344
PAYPAL HLDGS INCPYPLINCR$8300.00%0.13%$242.900.01%3,417
PRICE T ROWE GROUP INCTROWINCR$8010.08%0.13%$171.520.00%4,670
RAYTHEON TECHNOLOGIES CORP USD 1.0RTXINCR$8100.09%0.13%$77.28-0.03%10,481
SHERWIN-WILLIAMS COMPANY USD1.0SHWINCR$8120.00%0.13%$738.180.00%1,100
ALTRIA GROUP INCMOINCR$7460.21%0.12%$51.160.00%14,581
INTUITINTUDECR$718-0.03%0.12%$382.93-0.02%1,875
ISHARES TRUSMVINCR$7130.08%0.12%$69.200.07%10,304
V F CORPVFCDECR$772-0.03%0.12%$79.92-0.01%9,660
VANGUARD TAX-MANAGED INTL FDVEAINCR$7190.00%0.12%$49.100.00%14,645
VANGUARD CONSUMER DISCRETIONARY INDEX FUNDVCRDECR$714-0.05%0.12%$295.29-0.06%2,418
AMERICAN EXPRESS COMPANYAXPINCR$6660.10%0.11%$141.550.00%4,705
EXXON MOBIL CORPXOMINCR$6700.12%0.11%$55.840.00%11,999
GRAINGER W W INC USD 0.5GWWINCR$6660.02%0.11%$401.200.00%1,660
INTERNATIONAL BUSINESS MACHINE COMPANYIBMDECR$6820.00%0.11%$133.36-0.03%5,114
NETFLIX INCNFLXDECR$681-0.30%0.11%$521.84-0.22%1,305
PRUDENTIAL FINANCIALPRUINCR$6870.06%0.11%$91.05-0.02%7,545
STANLEY BLACK & DECKER INCSWKINCR$6930.11%0.11%$199.54-0.02%3,473
AMERICAN ELEC PWR CO INCAEPINCR$5970.05%0.10%$84.690.00%7,049
BLACKROCK INC USD 0.01BLKDECR$607-0.01%0.10%$754.04-0.03%805
BLACKSTONE GROUP INCBXINCR$5900.10%0.10%$74.59-0.03%7,910
CHUBB LTD CHF 24.15CBINCR$6300.01%0.10%$158.09-0.01%3,985
LOCKHEED MARTIN CORPLMTINCR$6000.02%0.10%$369.69-0.06%1,623
MEDTRONIC PLC USD 0.1MDTINCR$6090.01%0.10%$118.160.02%5,154
METLIFE INCMETINCR$6320.18%0.10%$60.830.00%10,390
SPDR DOW JONES INDL AVERAGEDIAINCR$6460.09%0.10%$330.270.03%1,956
VANGUARD MATERIALS INDEX FUNDVAWINCR$6120.05%0.10%$172.930.00%3,539
AIR PRODUCTS & CHEMICALS INCAPDDECR$552-0.02%0.09%$281.630.00%1,960
CONSTELLATION BRANDS INCSTZDECR$568-0.01%0.09%$227.84-0.01%2,493
EASTMAN CHEM COEMNDECR$5350.00%0.09%$110.17-0.04%4,856
EMERSON ELEC COEMRDECR$528-0.04%0.09%$90.18-0.11%5,855
EXELON CORPEXCDECR$562-0.01%0.09%$43.76-0.03%12,842
HERSHEY COMPANY, THEHSYINCR$5780.03%0.09%$158.23-0.02%3,653
INVESCO EXCHANGE TRADED FD T PKWDECR$554-0.01%0.09%$84.14-0.08%6,584
ISHARES TRMTUMDECR$526-0.29%0.09%$160.81-0.25%3,271
MONDELEZ INTERNATIONAL INCMDLZINCR$5360.02%0.09%$58.500.00%9,162
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDBONDINCR$5710.03%0.09%$109.430.06%5,218
ALLIANT CORPORATIONLNTINCR$4720.09%0.08%$54.160.00%8,715
BROADCOM LTD NPVAVGODECR$489-0.04%0.08%$463.51-0.05%1,055
CLOROX CO DELCLXDECR$469-0.04%0.08%$193.00-0.02%2,430
GENERAL ELECTRIC COMPANYGEINCR$5140.14%0.08%$13.12-0.01%39,162
PARKER-HANNIFIN CORPPHINCR$4740.03%0.08%$315.37-0.06%1,503
PPG INDS INCPPGINCR$4850.04%0.08%$150.150.00%3,230
TRUIST FINL CORPTFCINCR$4850.11%0.08%$58.31-0.01%8,317
VANGUARD INDEX FDSVUGNA$5050.00%0.08%$257.260.01%1,963
YUM CHINA HLDGS INCYUMCINCR$4880.00%0.08%$59.230.00%8,239
ZEBRA TECHNOLOGIES CORPORATIZBRAINCR$4850.19%0.08%$485.000.00%1,000
ACCENTURE PLCACNINCR$4510.06%0.07%$276.350.00%1,632
ALIBABA GROUP HOLDINGBABADECR$430-0.15%0.07%$226.790.00%1,896
AMGENAMGNDECR$438-0.02%0.07%$248.86-0.01%1,760
CONOCOPHILLIPS COM CL-BCOPINCR$4510.14%0.07%$52.99-0.02%8,511
INVESCO EXCHANGE TRADED FD TPSJDECR$458-0.06%0.07%$155.680.00%2,942
ISHARES TRIVWDECR$432-0.01%0.07%$65.09-0.01%6,637
ISHARES TRIVEINCR$4560.08%0.07%$141.130.01%3,231
PHILIP MORRIS INTL INCPMINCR$4580.09%0.07%$88.740.00%5,161
PNC FINL SVCS GROUP INCPNCINCR$4080.11%0.07%$175.26-0.01%2,328
SERVICENOW INCNOWDECR$453-0.08%0.07%$500.550.00%905
SPDR GOLD TRGLDBUY$4390.00%0.07%$159.990.00%2,744
AFLAC INCORPORATEDAFLINCR$3900.06%0.06%$51.17-0.03%7,622
BECTON DICKINSON & COBDXDECR$379-0.11%0.06%$242.95-0.04%1,560
CITIGROUP INC COM NEWCINCR$3690.15%0.06%$72.710.00%5,075
ILLINOIS TOOL WORKS INC USD 0.01ITWINCR$3930.03%0.06%$221.41-0.04%1,775
INTERNATIONAL PAPER COIPINCR$3640.04%0.06%$54.04-0.02%6,736
INTUITIVE SURGICAL INCISRGDECR$369-0.08%0.06%$738.000.00%500
ISHARES TRIBBDECR$384-0.09%0.06%$150.650.00%2,549
ISHARES S&P GLOBAL CLEAN ENERGYICLNINCR$3820.02%0.06%$24.300.31%15,719
KANSAS CITY SOUTHERNKSUINCR$3500.19%0.06%$264.15-0.03%1,325
KLA CORPKLACDECR$388-0.09%0.06%$330.21-0.16%1,175
MARTIN MARIETTA MATLS INCMLMINCR$3720.08%0.06%$335.440.00%1,109
PHILLIPS 66PSXINCR$3620.17%0.06%$81.460.08%4,444
SALESFORCE.COMCRMDECR$358-0.05%0.06%$211.580.00%1,692
SPDR SER TRSPMBBUY$3790.00%0.06%$25.940.00%14,611
VANGUARD BD INDEX FDSBIVDECR$365-0.03%0.06%$88.640.00%4,118
VANGUARD INTL EQUITY INDEX FVSSINCR$3440.02%0.06%$128.310.00%2,681
AGILENT TECHNOLOGIES INCADECR$297-0.03%0.05%$127.03-0.02%2,338
AMPHENOL CORP NEWAPHDECR$302-0.02%0.05%$65.941.00%4,580
CHURCH & DWIGHT INCCHDINCR$2790.01%0.05%$87.41-0.01%3,192
FIDELITY MSCI HEALTH CARE INDEX ETFFHLCDECR$328-0.03%0.05%$59.010.00%5,558
FISERV INCFISVINCR$2880.09%0.05%$118.910.00%2,422
GENERAL MLS INCGISINCR$3300.10%0.05%$61.30-0.01%5,383
ISHARES TRMUBINCR$3220.17%0.05%$115.950.18%2,777
ISHARES CORE HIGH DIVIDEND ETFHDVDECR$322-0.11%0.05%$94.85-0.15%3,395
KELLOGG COKINCR$3190.06%0.05%$63.26-0.04%5,043
MICROCHIP TECHNOLOGY INC.MCHPINCR$3220.02%0.05%$155.110.00%2,076
PAYCHEXPAYXINCR$3300.06%0.05%$98.07-0.04%3,365
PELOTON INTERACTIVE INCPTONDECR$339-0.28%0.05%$112.550.00%3,012
SCHWAB SHORT-TERM U.S. TREASURY ETFSCHONA$3270.00%0.05%$51.390.00%6,363
SHOPIFY INCSHOPDECR$339-0.08%0.05%$1107.840.00%306
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSPDWINCR$3250.06%0.05%$35.340.05%9,197
SPDR S&P MIDCAP 400 ETF TR ZMDYINCR$3010.06%0.05%$476.270.00%632
TEXAS INSTRUMENTS INCTXNINCR$2790.02%0.05%$189.15-0.06%1,475
UNITED RENTALS INCURIINCR$3290.15%0.05%$329.00-0.09%1,000
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBKDECR$325-0.05%0.05%$274.490.00%1,184
VANGUARD LARGE-CAP INDEX FUNDVVINCR$2810.03%0.05%$185.360.00%1,516
WD-40 COWDFCINCR$3370.06%0.05%$306.36-0.02%1,100
CARRIER GLOBAL CORPORAITON USD 0.01CARRDECR$276-0.05%0.04%$42.20-0.10%6,541
CINTAS CORPCTASINCR$2310.05%0.04%$341.210.02%677
ECOLAB INCECLDECR$246-0.02%0.04%$213.910.00%1,150
FASTENAL COFASTINCR$2780.03%0.04%$50.200.00%5,538
FIDELITY COVINGTON TRUSTFTECDECR$265-0.01%0.04%$105.750.00%2,506
FIDELITY COVINGTON TRUST FUTYINCR$2440.01%0.04%$41.430.00%5,890
FULTON FINL CORP PAFULTINCR$2350.16%0.04%$17.040.00%13,793
GLOBAL X FDSPAVEINCR$2560.20%0.04%$25.100.09%10,200
HEWLETT PACKARD CORPORATIONHPQINCR$2660.24%0.04%$31.78-0.02%8,371
INVESCO ACTIVE US REAL ESTAT E FUND ETFPSRINCR$2420.07%0.04%$93.510.00%2,588
INVESCO EX FINL PFD ETFPGFDECR$265-0.05%0.04%$18.87-0.05%14,043
INVESCO EXCHANGE TRADED FD TPBEDECR$259-0.04%0.04%$73.730.00%3,513
ISHARES TRIWVINCR$2600.02%0.04%$237.010.00%1,097
ISHARES TR IWXINCR$2500.06%0.04%$63.600.00%3,931
ISHARES TRIWYDECR$2440.00%0.04%$134.810.00%1,810
M & T BK CORPMTBNA$2580.00%0.04%$151.50-0.05%1,703
MASCO CORPMASDECR$264-0.01%0.04%$60.00-0.04%4,400
OLD DOMINION FREIGHT LINE INODFLINCR$2400.15%0.04%$240.000.00%1,000
OTIS WORLDWIDE CORPORATION USD 0.01OTISDECR$222-0.04%0.04%$68.46-0.08%3,243
SEI INVTS COSEICINCR$2440.00%0.04%$61.000.00%4,000
SNAP ON INCSNABUY$2310.00%0.04%$231.000.00%1,000
SPDR SER TRXBINA$2440.00%0.04%$135.410.14%1,802
US BANCORP DEL COMPANYUSBBUY$2430.00%0.04%$55.250.00%4,398
CARMAX INCKMXBUY$2030.00%0.03%$132.590.00%1,531
EATON CORP PLCETNINCR$2160.04%0.03%$138.02-0.05%1,565
HAEMONETICS CORPHAEBUY$2120.00%0.03%$110.940.00%1,911
ISHARES TRSTIPINCR$2110.00%0.03%$105.500.00%2,000
PPL CORPPPLDECR$206-0.12%0.03%$28.82-0.15%7,147
QUALCOMM INCORPORATEDQCOMSOLD$00.00%-100.00%$0.000.00%0
EQUINIX INCEQIXSOLD$00.00%-100.00%$0.000.00%0
DUPONT DE NEMOURS INC USD 0.01DDSOLD$00.00%-100.00%$0.000.00%0