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Asset Allocation


EquityEquity
PositionCategory/SectorWeight
ABBV
AbbVie Inc.
Healthcare
0%
ACN
Accenture plc
Technology
0%
ADP
Automatic Data Processing, Inc.
Industrials
0%
AMCR
Amcor plc
Consumer Cyclical
0%
AMGN
Amgen Inc.
Healthcare
0%
APD
Air Products and Chemicals, Inc.
Basic Materials
0%
ATVI
Activision Blizzard, Inc.
Communication Services
0%
AZO
AutoZone, Inc.
Consumer Cyclical
0%
BDX
Becton, Dickinson and Company
Healthcare
0%
BMY
Bristol-Myers Squibb Company
Healthcare
0%
BR
Broadridge Financial Solutions, Inc.
Technology
0%
CF
CF Industries Holdings, Inc.
Basic Materials
0%
CHRW
C.H. Robinson Worldwide, Inc.
Industrials
0%
CMCSA
Comcast Corporation
Communication Services
0%
CSCO
Cisco Systems, Inc.
Technology
0%
CTVA
Corteva, Inc.
Basic Materials
0%
DG
Dollar General Corporation
Consumer Defensive
0%
DHR
Danaher Corporation
Healthcare
0%
DPZ
Domino's Pizza, Inc.
Consumer Cyclical
0%
DUK
Duke Energy Corporation
Utilities
0%
EA
0%
ED
0%
EXPD
0%
EXR
0%
GILD
0%
GIS
0%
GOOG
0%
HD
0%
HSY
0%
HZNP
0%
JNJ
0%
K
0%
KR
0%
LBRDK
0%
LLY
0%
LNG
0%
MCD
0%
MRK
0%
MSFT
0%
MSI
0%
NEM
0%
ODFL
0%
ORCL
0%
ORLY
0%
PAYX
0%
PEP
0%
PFE
0%
PG
0%
PSA
0%
REGN
0%
RSG
0%
SO
0%
TMUS
0%
TXN
0%
UNH
0%
VZ
0%
WCN
0%
WEC
0%
WM
0%
WMB
0%
WMT
0%
XEL
0%

Transactions


DateTypeSymbolQuantityPrice
Mar 31, 2023BuyActivision Blizzard, Inc.105$158.50
Mar 31, 2023BuyComcast Corporation86$283.95
Mar 31, 2023BuyEA50220.65
Mar 31, 2023BuyGOOG7811.22
Mar 31, 2023BuyLBRDK15242.23
Mar 31, 2023BuyTMUS77279.71
Mar 31, 2023BuyVZ30184.82
Mar 31, 2023BuyAutoZone, Inc.2$2,434.22
Mar 31, 2023BuyDomino's Pizza, Inc.9$246.58
Mar 31, 2023BuyHD1868.59

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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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