Carol Devine Miller

WV01Member14 filings116 transactions

Total Purchases (max)

$2.6M

Total Sales (max)

$205K

Net Portfolio Value

$2.4M

48 active positions of 79 total · Using max values from amount ranges

#	Ticker↕	Asset↕	Purchases↕	Sales↕	Net Value↓	Txns↕	% of Portfolio
1	SHY	iShares 1-3 Year Treasury Bond ETF	$250K	—	$250K	1	10.5%
2	EMXC	iShares MSCI Emerging Markets ex China ETF	$150K	—	$150K	2	6.3%
3	FSMDX	Fidelity Mid Cap Index Fund	$150K	—	$150K	2	6.3%
4	EFA	iShares MSCI EAFE ETF	$100K	—	$100K	1	4.2%
5	TXN	Texas Instruments Incorporated	$100K	—	$100K	2	4.2%
6	AMGN	Amgen Inc.	$100K	—	$100K	2	4.2%
7	JNJ	Johnson & Johnson	$100K	—	$100K	2	4.2%
8	ABT	Abbott Laboratories	$65K	—	$65K	2	2.7%
9	CSCO	Cisco Systems, Inc.	$65K	—	$65K	2	2.7%
10	WM	Waste Management, Inc.	$65K	—	$65K	2	2.7%
11	PFE	Pfizer, Inc. Common Stock	$65K	$15K	$50K	3	2.1%
12	DGX	Quest Diagnostics Incorporated Common Stock	$65K	$15K	$50K	3	2.1%
13	TGT	Target Corporation Common Stock	$65K	$15K	$50K	3	2.1%
14	EOG	EOG Resources, Inc.	$50K	—	$50K	1	2.1%
15	VUG	Vanguard Growth ETF	$50K	—	$50K	1	2.1%
16	VYM	Vanguard High Dividend Yield ETF	$50K	—	$50K	1	2.1%
17	BLK	BlackRock, Inc.	$50K	—	$50K	1	2.1%
18	CLX	Clorox Company	$100K	$50K	$50K	3	2.1%
19	GD	General Dynamics Corporation	$50K	—	$50K	1	2.1%
20	VIAC	ViacomCBS Inc. - Class B	$50K	—	$50K	1	2.1%
21	APD	Air Products and Chemicals, Inc.	$50K	—	$50K	1	2.1%
22	BTI	British American Tobacco Industries, p.l.c. Common Stock ADR	$65K	$15K	$50K	3	2.1%
23	—	Corning Incorporated (glW)	$50K	—	$50K	1	2.1%
24	DOV	Dover Corporation	$50K	—	$50K	1	2.1%
25	MCD	McDonald's Corporation	$50K	—	$50K	1	2.1%
26	—	Procter & gamble Company (Pg)	$50K	—	$50K	1	2.1%
27	ABBV	AbbVie Inc.	$50K	—	$50K	1	2.1%
28	USB	U.S. Bancorp Common Stock	$50K	$15K	$35K	2	1.5%
29	UPS	United Parcel Service, Inc. Common Stock	$50K	$15K	$35K	2	1.5%
30	CVX	Chevron Corporation	$50K	$15K	$35K	2	1.5%
31	AWK	American Water Works Company, Inc. Common Stock	$15K	—	$15K	1	0.6%
32	CME	CME Group Inc. - Class A Common Stock	$15K	—	$15K	1	0.6%
33	HON	Honeywell International Inc. - Common Stock	$15K	—	$15K	1	0.6%
34	ITW	Illinois Tool Works Inc. Common Stock	$15K	—	$15K	1	0.6%
35	LMT	Lockheed Martin Corporation Common Stock	$15K	—	$15K	1	0.6%
36	PEP	PepsiCo, Inc. - Common Stock	$15K	—	$15K	1	0.6%
37	HSY	The Hershey Company Common Stock	$15K	—	$15K	1	0.6%
38	IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	$15K	—	$15K	1	0.6%
39	CMI	Cummins Inc.	$15K	—	$15K	1	0.6%
40	BAGIX	Baird Aggregate Bond Fund Class Institutional	$15K	—	$15K	1	0.6%
41	FHYS	Federated Hermes ETF Trust Federated Hermes Short Duration High Yield ETF	$15K	—	$15K	1	0.6%
42	FDEV	Fidelity Emerging Markets Multifactor ETF	$15K	—	$15K	1	0.6%
43	SGENX	First Eagle SOGEN Global Fund #901	$15K	—	$15K	1	0.6%
44	IJR	iShares Core S&P Small-Cap ETF	$15K	—	$15K	1	0.6%
45	MAIIX	iShares MSCI EAFE International Index Fund	$15K	—	$15K	1	0.6%
46	D	Dominion Energy, Inc.	$65K	$50K	$15K	3	0.6%
47	IRM	Iron Mountain Incorporated	$15K	—	$15K	1	0.6%
48	PG	Procter & Gamble Company	$15K	—	$15K	1	0.6%
49	AFL	AFLAC Incorporated Common Stock	$15K	$15K	$0	2	—
50	CORP	Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund	$15K	$15K	$0	2	—
51	UNP	a price of $8.61/share, resulting in a gain of $99.76 Union Pacific Corporation	$50K	$50K	$0	2	—
52	HRL	Hormel Foods Corporation	$50K	$50K	$0	2	—
53	EMR	Emerson Electric Company	$50K	$50K	$0	2	—
54	CVS	CVS Health Corporation	$50K	$50K	$0	2	—
55	WBD	Warner Bros. Discovery, Inc. - Series A Common Stock	—	$15K	-$15K	1	—
56	VTRS	Viatris Inc.	—	$15K	-$15K	1	—
57	MO	Altria group, Inc.	—	$15K	-$15K	1	—
58	BECN	Beacon Roofing Supply, Inc.	—	$15K	-$15K	1	—
59	ENR	Energizer Holdings, Inc.	—	$15K	-$15K	1	—
60	HAL	Halliburton Company	—	$15K	-$15K	1	—
61	MDLZ	Mondelez International, Inc. - Class A	—	$15K	-$15K	1	—
62	YUMC	Yum China Holdings, Inc.	—	$15K	-$15K	1	—
63	PSX	Phillips 66	—	$15K	-$15K	1	—
64	T	AT&T Inc.	—	$30K	-$30K	2	—
65	COKE	Coca-Cola Consolidated, Inc. - Common Stock	—	$30K	-$30K	2	—
66	GILD	Gilead Sciences, Inc. - Common Stock	$15K	$50K	-$35K	2	—
67	KHC	The Kraft Heinz Company	$15K	$50K	-$35K	2	—
68	BMY	Bristol-Myers Squibb Company	—	$50K	-$50K	1	—
69	LHX	L3Harris Technologies, Inc.	—	$50K	-$50K	1	—
70	MRK	Merck & Company, Inc. Common Stock	—	$50K	-$50K	1	—
71	BUD	Anheuser-Busch Inbev SA Sponsored ADR	—	$50K	-$50K	1	—
72	SPKE	Spark Energy, Inc. - Class A	—	$50K	-$50K	1	—
73	EXC	Exelon Corporation	—	$50K	-$50K	1	—
74	MZOR	Mazor Robotics ltd. - American Depositary Shares	—	$50K	-$50K	1	—
75	QCOM	QUALCOMM Incorporated	—	$50K	-$50K	1	—
76	CMCSA	Comcast Corporation - Class A Common Stock	—	$65K	-$65K	2	—
77	YUM	Yum! Brands, Inc.	—	$65K	-$65K	2	—
78	MCK	McKesson Corporation Common Stock	—	$100K	-$100K	2	—
79	SCHP	Schwab U.S. TIPS ETF	$15K	$250K	-$235K	2	—