RNC CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0000051762 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 18, 2022

Total Value ($000): $1,594,067 (100.0% shares, 0.0% debt)

Holdings (174)

BMY BRISTOL-MYERS SQUIBB CO 4.3%
Value ($000) $68,027 Shares 956,913 Est. Cost $43.77 Unrealized +42.3%
CSCO CISCO SYSTEMS INC 3.8%
Value ($000) $59,836 Shares 1,495,890 Est. Cost $33.54 Unrealized +19.4%
CVS CVS HEALTH CORPORATION 3.7%
Value ($000) $58,842 Shares 616,989 Est. Cost $49.53 Unrealized +76.9%
ABBV ABBVIE INC 3.6%
Value ($000) $57,113 Shares 425,548 Est. Cost $53.63 Unrealized +137.0%
CVX CHEVRON CORP 3.2%
Value ($000) $50,757 Shares 353,288 Est. Cost $74.92 Unrealized +77.3%
AVGO BROADCOM INC 3.1%
Value ($000) $50,026 Shares 112,668 Est. Cost $24.85 Unrealized +93.5%
MO ALTRIA GROUP INC 3.0%
Value ($000) $47,614 Shares 1,179,157 Est. Cost $27.69 Unrealized +19.4%
JPM JPMORGAN CHASE& CO 2.9%
Value ($000) $46,112 Shares 441,259 Est. Cost $56.04 Unrealized +88.5%
SRE SEMPRA 2.9%
Value ($000) $45,933 Shares 306,344 Est. Cost $51.44 Unrealized +40.9%
IBM INTERNATIONAL BUSINESS MACHINE 2.9%
Value ($000) $45,565 Shares 383,507 Est. Cost $112.78 Unrealized +2.5%
T AT&T INC 2.8%
Value ($000) $44,769 Shares 2,918,467 Est. Cost $15.50 Unrealized -2.7%
GILD GILEAD SCIENCES INC 2.7%
Value ($000) $42,326 Shares 686,100 Est. Cost $55.52 Unrealized +0.5%
LMT LOCKHEED MARTIN CORPORATION 2.6%
Value ($000) $40,706 Shares 105,377 Est. Cost $268.43 Unrealized +41.9%
CMCSA COMCAST CORP - CL A 2.6%
Value ($000) $40,677 Shares 1,386,857 Est. Cost $33.89 Unrealized -0.6%
UPS UNITED PARCEL SERVICE - CL B 2.5%
Value ($000) $40,633 Shares 251,535 Est. Cost $90.80 Unrealized +76.8%
PSX PHILLIPS 66 2.5%
Value ($000) $39,817 Shares 493,272 Est. Cost $60.79 Unrealized +24.0%
BAC BANK OF AMERICA CORP 2.5%
Value ($000) $39,170 Shares 1,297,021 Est. Cost $21.21 Unrealized +44.2%
BLACKROCK INC 2.4%
Value ($000) $38,621 Shares 70,183 Est. Cost $577.18 Unrealized
MDT MEDTRONIC PLC 2.3%
Value ($000) $37,415 Shares 463,344 Est. Cost $93.15 Unrealized -13.3%
OMC OMNICOM GROUP 2.3%
Value ($000) $37,362 Shares 592,198 Est. Cost $54.28 Unrealized +11.1%
LNC LINCOLN NATIONAL CORP 2.2%
Value ($000) $35,369 Shares 805,492 Est. Cost $40.46 Unrealized -3.1%
ENB ENBRIDGE INC 2.2%
Value ($000) $34,740 Shares 936,394 Est. Cost $28.00 Unrealized +20.7%
JNJ JOHNSON& JOHNSON 2.1%
Value ($000) $33,944 Shares 207,785 Est. Cost $76.91 Unrealized +98.8%
TSN TYSON FOODS INC - CL A 1.9%
Value ($000) $30,455 Shares 461,930 Est. Cost $57.11 Unrealized +23.3%
GLW CORNING INC 1.9%
Value ($000) $30,393 Shares 1,047,317 Est. Cost $21.43 Unrealized +43.5%
TFC TRUIST FINANCIAL CORPORATION 1.9%
Value ($000) $29,944 Shares 687,740 Est. Cost $40.43 Unrealized -0.5%
HD HOME DEPOT INC 1.8%
Value ($000) $29,089 Shares 105,416 Est. Cost $177.06 Unrealized +52.9%
TRV TRAVELERS COS INC 1.7%
Value ($000) $26,671 Shares 174,094 Est. Cost $103.78 Unrealized +46.6%
PM PHILIP MORRIS INTL INC 1.6%
Value ($000) $26,107 Shares 314,499 Est. Cost $55.59 Unrealized +45.6%
AAPL APPLE INC 1.6%
Value ($000) $25,343 Shares 183,378 Est. Cost $88.64 Unrealized +74.1%
IFF INT'L FLAVORS& FRAGRANCES 1.5%
Value ($000) $23,945 Shares 263,626 Est. Cost $113.17 Unrealized -8.2%
EVRG EVERGY INC 1.3%
Value ($000) $20,385 Shares 343,185 Est. Cost $46.21 Unrealized +26.1%
MSFT MICROSOFT CORP 1.1%
Value ($000) $18,038 Shares 77,447 Est. Cost $89.22 Unrealized +187.9%
DOW DOW INC 1.1%
Value ($000) $17,398 Shares 396,033 Est. Cost $47.15 Unrealized -12.1%
DFIVX DFA INTL VALUE FUND 0.6%
Value ($000) $10,197 Shares 677,090 Est. Cost $17.63 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $8,864 Shares 101,523 Est. Cost $45.47 Unrealized +78.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $8,221 Shares 16,278 Est. Cost $333.60 Unrealized +48.4%
AMGN AMGEN INC 0.5%
Value ($000) $7,753 Shares 34,396 Est. Cost $195.16 Unrealized +11.6%
ETN EATON CORP PLC 0.4%
Value ($000) $6,846 Shares 51,337 Est. Cost $74.01 Unrealized +80.2%
MS MORGAN STANLEY 0.4%
Value ($000) $6,383 Shares 80,784 Est. Cost $37.71 Unrealized +99.5%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $6,299 Shares 37,723 Est. Cost $154.16 Unrealized +5.2%
AMZN AMAZON.COM INC 0.4%
Value ($000) $6,202 Shares 54,886 Est. Cost $124.38 Unrealized +1.6%
V VISA INC - CL A 0.4%
Value ($000) $5,764 Shares 32,447 Est. Cost $179.21 Unrealized +10.7%
GOOG ALPHABET CLASS C 0.4%
Value ($000) $5,699 Shares 59,273 Est. Cost $107.81 Unrealized +2.8%
AZN ASTRAZENECA PLC - ADR 0.3%
Value ($000) $5,535 Shares 100,936 Est. Cost $62.99 Unrealized
MET METLIFE INC 0.3%
Value ($000) $5,486 Shares 90,267 Est. Cost $35.07 Unrealized +64.4%
DFLVX DFA US LARGE CAP VALUE FUND 0.3%
Value ($000) $5,451 Shares 145,600 Est. Cost $31.81 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $5,093 Shares 27,118 Est. Cost $67.34 Unrealized +170.8%
ULTA ULTA SALON COSMETICS& FRAGR 0.3%
Value ($000) $5,078 Shares 12,658 Est. Cost $244.59 Unrealized +64.7%
DFSVX DFA SMALL CAP VALUE FUND 0.3%
Value ($000) $4,739 Shares 129,333 Est. Cost $34.58 Unrealized
ADBE ADOBE INC. 0.3%
Value ($000) $4,711 Shares 17,118 Est. Cost $374.23 Unrealized +1.1%
STZ CONSTELLATION BRANDS INC-A 0.3%
Value ($000) $4,697 Shares 20,451 Est. Cost $206.64 Unrealized +11.0%
LLY LILLY ELI& COMPANY 0.3%
Value ($000) $4,644 Shares 14,361 Est. Cost $70.94 Unrealized +334.3%
IWP ISHARES RUSSELL M/C GROWTH ETF 0.3%
Value ($000) $4,641 Shares 59,168 Est. Cost $123.42 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $4,559 Shares 48,333 Est. Cost $109.94 Unrealized -4.9%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $4,475 Shares 12,528 Est. Cost $384.23 Unrealized
GOOGL ALPHABET CLASS A 0.3%
Value ($000) $4,466 Shares 46,694 Est. Cost $106.91 Unrealized +2.9%
EMR EMERSON ELECTRIC COMPANY 0.3%
Value ($000) $4,462 Shares 60,946 Est. Cost $67.39 Unrealized +15.2%
PEP PEPSICO INCORPORATED 0.3%
Value ($000) $4,401 Shares 26,956 Est. Cost $96.73 Unrealized +59.6%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $4,244 Shares 84,207 Est. Cost $21.68 Unrealized +2.6%
DILRX DFA INTL L/C GROWTH PORT 0.3%
Value ($000) $4,168 Shares 349,655 Est. Cost $15.91 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.3%
Value ($000) $4,110 Shares 59,947 Est. Cost $21.88 Unrealized
META META PLATFORMS INC 0.3%
Value ($000) $4,053 Shares 29,871 Est. Cost $209.90 Unrealized -23.3%
DFCEX DFA EMERGING MKTS CORE EQUITY 0.2%
Value ($000) $3,981 Shares 216,728 Est. Cost $23.04 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value ($000) $3,941 Shares 18,732 Est. Cost $85.64 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,906 Shares 89,268 Est. Cost $29.41 Unrealized +37.4%
DFFVX DFA US TARGETED VALUE PORT 0.2%
Value ($000) $3,843 Shares 151,774 Est. Cost $19.94 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $3,560 Shares 15,428 Est. Cost $168.86 Unrealized +39.9%
GPC GENUINE PARTS CO 0.2%
Value ($000) $3,382 Shares 22,647 Est. Cost $84.58 Unrealized +62.5%
CTRA COTERRA ENERGY 0.2%
Value ($000) $3,250 Shares 124,420 Est. Cost $13.64 Unrealized +81.3%
NVDA NVIDIA CORP 0.2%
Value ($000) $3,223 Shares 26,551 Est. Cost $22.41 Unrealized -29.6%
GIS GENERAL MILLS INCORPORATED 0.2%
Value ($000) $3,146 Shares 41,071 Est. Cost $39.96 Unrealized +69.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $3,056 Shares 27,048 Est. Cost $44.46 Unrealized +185.7%
TGT TARGET CORP 0.2%
Value ($000) $3,028 Shares 20,402 Est. Cost $108.50 Unrealized +31.7%
ORCL ORACLE CORP 0.2%
Value ($000) $2,907 Shares 47,605 Est. Cost $32.14 Unrealized +118.3%
IEMG ISHARES CORE MSCI EM MKTS ETF 0.2%
Value ($000) $2,819 Shares 65,578 Est. Cost $62.12 Unrealized
EXPE EXPEDIA GROUP INC. 0.2%
Value ($000) $2,790 Shares 29,777 Est. Cost $153.73 Unrealized -34.1%
APTIV PLC 0.2%
Value ($000) $2,639 Shares 33,745 Est. Cost $85.26 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $2,465 Shares 35,672 Est. Cost $64.05 Unrealized +6.7%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $2,333 Shares 8,731 Est. Cost $242.80 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $2,332 Shares 61,429 Est. Cost $31.84 Unrealized +12.3%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $2,327 Shares 202,386 Est. Cost $14.86 Unrealized -8.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $2,256 Shares 16,724 Est. Cost $82.67 Unrealized +75.3%
IWM ISHARES RUSSELL 2000 INDEX FD 0.1%
Value ($000) $2,205 Shares 13,370 Est. Cost $204.23 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $2,014 Shares 35,965 Est. Cost $62.11 Unrealized
WFC WELLS FARGO& COMPANY 0.1%
Value ($000) $1,884 Shares 46,843 Est. Cost $31.16 Unrealized +26.4%
BWA BORGWARNER INC 0.1%
Value ($000) $1,866 Shares 59,428 Est. Cost $33.08 Unrealized -7.1%
APD AIR PRODUCTS& CHEMICALS INC 0.1%
Value ($000) $1,770 Shares 7,605 Est. Cost $219.97 Unrealized +2.9%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $1,765 Shares 7,282 Est. Cost $257.20 Unrealized +0.7%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,743 Shares 18,012 Est. Cost $96.86 Unrealized +3.3%
INTC INTEL CORPORATION 0.1%
Value ($000) $1,724 Shares 66,904 Est. Cost $44.17 Unrealized -26.8%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $1,619 Shares 12,820 Est. Cost $74.86 Unrealized +74.5%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $1,605 Shares 10,881 Est. Cost $112.87 Unrealized +39.0%
MTB M& T BANK CORP 0.1%
Value ($000) $1,552 Shares 8,800 Est. Cost $149.08 Unrealized +6.0%
UNP UNION PACIFIC CORPORATION 0.1%
Value ($000) $1,463 Shares 7,507 Est. Cost $198.62 Unrealized +2.8%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,388 Shares 2,938 Est. Cost $345.30 Unrealized +44.2%
BHP BHP BILLITON LTD - SP ADR 0.1%
Value ($000) $1,297 Shares 25,920 Est. Cost $71.43 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 0.1%
Value ($000) $1,275 Shares 9,084 Est. Cost $151.33 Unrealized -8.3%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,221 Shares 14,901 Est. Cost $21.54 Unrealized +334.1%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,187 Shares 7,940 Est. Cost $57.10 Unrealized +148.7%
TAP MOLSON COORS BEVERAGE COMPANY 0.1%
Value ($000) $1,184 Shares 24,670 Est. Cost $48.07 Unrealized +1.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,103 Shares 13,096 Est. Cost $50.73 Unrealized +54.5%
TSLA TESLA INC. 0.1%
Value ($000) $1,101 Shares 4,149 Est. Cost $222.35 Unrealized +25.6%
CPRI CAPRI HOLDINGS LTD 0.1%
Value ($000) $1,084 Shares 28,200 Est. Cost $54.44 Unrealized -14.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,066 Shares 13,019 Est. Cost $57.09 Unrealized +46.9%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $938 Shares 6,900 Est. Cost $154.97 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $892 Shares 5,436 Est. Cost $152.32 Unrealized +13.1%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.1%
Value ($000) $810 Shares 3,032 Est. Cost $219.72 Unrealized +29.5%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $806 Shares 24,756 Est. Cost $40.37 Unrealized -18.1%
VNT VONTIER CORPORATION 0.0%
Value ($000) $788 Shares 47,130 Est. Cost $24.89 Unrealized -10.5%
MRK MERCK& COMPANY INC 0.0%
Value ($000) $762 Shares 8,842 Est. Cost $44.23 Unrealized +81.8%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $719 Shares 63,427 Est. Cost $15.66 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $694 Shares 22,862 Est. Cost $24.23 Unrealized +25.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $673 Shares 10,618 Est. Cost $118.92 Unrealized -28.4%
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $671 Shares 9,445 Est. Cost $93.76 Unrealized -16.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $642 Shares 10,517 Est. Cost $54.27 Unrealized +11.8%
IWN ISHARES RUSSELL 2000 VALUE FD 0.0%
Value ($000) $608 Shares 4,718 Est. Cost $110.63 Unrealized
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $580 Shares 34,332 Est. Cost $13.67 Unrealized +1.8%
BTI BRITISH AMERN TOBACCO PLC ADR 0.0%
Value ($000) $537 Shares 15,113 Est. Cost $37.57 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $523 Shares 18,270 Est. Cost $26.23 Unrealized +6.3%
BP BP PLC - ADR 0.0%
Value ($000) $501 Shares 17,550 Est. Cost $25.71 Unrealized
SWPPX SCHWAB S&P 500 INDEX FUND 0.0%
Value ($000) $479 Shares 8,619 Est. Cost $49.80 Unrealized
XLP SPDR S&P CONS STAPLES SEL ETF 0.0%
Value ($000) $465 Shares 6,973 Est. Cost $56.33 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $451 Shares 3,728 Est. Cost $225.56 Unrealized -32.0%
RMD RESMED INC 0.0%
Value ($000) $415 Shares 1,900 Est. Cost $101.81 Unrealized +116.8%
SCHW CHARLES SCHWAB CORPORATION 0.0%
Value ($000) $401 Shares 5,576 Est. Cost $76.51 Unrealized -13.5%
OAKTREE SPECIALTY LENDING CO 0.0%
Value ($000) $399 Shares 66,500 Est. Cost $6.00 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $378 Shares 1,290 Est. Cost $151.89 Unrealized +85.1%
XLE SPDR S&P ENERGY SELECT ETF 0.0%
Value ($000) $378 Shares 5,250 Est. Cost $53.06 Unrealized
BAESY BAE SYSTEMS PLC - SP ADR 0.0%
Value ($000) $371 Shares 10,580 Est. Cost $30.45 Unrealized
VFIAX VANGUARD 500 INDEX FUND-ADM 0.0%
Value ($000) $368 Shares 1,112 Est. Cost $238.90 Unrealized
FXAIX FIDELITY 500 INDEX-INST PRM 0.0%
Value ($000) $354 Shares 2,835 Est. Cost $131.90 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $347 Shares 9,000 Est. Cost $43.68 Unrealized
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $346 Shares 1,618 Est. Cost $187.09 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $340 Shares 4,881 Est. Cost $47.57 Unrealized +28.5%
AFL AFLAC INC 0.0%
Value ($000) $332 Shares 5,908 Est. Cost $30.00 Unrealized +81.9%
EXC EXELON CORPORATION 0.0%
Value ($000) $311 Shares 8,300 Est. Cost $24.01 Unrealized +62.7%
NVS NOVARTIS AG - ADR 0.0%
Value ($000) $310 Shares 4,074 Est. Cost $88.90 Unrealized
SBGSY SCHNEIDER ELECTRIC SE ADR 0.0%
Value ($000) $304 Shares 13,525 Est. Cost $34.17 Unrealized
SNY SANOFI-AVENTIS - ADR 0.0%
Value ($000) $300 Shares 7,891 Est. Cost $51.14 Unrealized
RIO RIO TINTO PLC - ADR 0.0%
Value ($000) $300 Shares 5,445 Est. Cost $77.50 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $292 Shares 2,033 Est. Cost $223.44 Unrealized -25.0%
CKHUY CK HUTCHISON HOLDIN-UNSP ADR 0.0%
Value ($000) $286 Shares 52,125 Est. Cost $7.07 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $281 Shares 4,531 Est. Cost $62.95 Unrealized -31.4%
NKE NIKE INC - CL B 0.0%
Value ($000) $278 Shares 3,347 Est. Cost $84.45 Unrealized +20.3%
SO SOUTHERN COMPANY 0.0%
Value ($000) $271 Shares 3,988 Est. Cost $34.04 Unrealized +96.7%
ORANY ORANGE - SPON ADR 0.0%
Value ($000) $262 Shares 29,130 Est. Cost $9.94 Unrealized
BCS BARCLAYS PLC - ADR 0.0%
Value ($000) $259 Shares 40,540 Est. Cost $9.28 Unrealized
HMC HONDA MOTOR CO LTD - SP ADR 0.0%
Value ($000) $257 Shares 11,920 Est. Cost $30.99 Unrealized
BNPQY BNP PARIBAS-ADR 0.0%
Value ($000) $256 Shares 12,121 Est. Cost $31.14 Unrealized
AES AES CORPORATION 0.0%
Value ($000) $256 Shares 11,340 Est. Cost $20.53 Unrealized +0.4%
VIGAX VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $256 Shares 2,320 Est. Cost $149.33 Unrealized
SMFG SUMITOMO MITSUI - SP ADR 0.0%
Value ($000) $255 Shares 46,300 Est. Cost $6.60 Unrealized
ABBNY ABB LTD - SP ADR 0.0%
Value ($000) $249 Shares 9,695 Est. Cost $37.90 Unrealized
DFAE DIMENSIONAL EMERGING CORE EQ 0.0%
Value ($000) $244 Shares 12,130 Est. Cost $26.96 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $239 Shares 2,160 Est. Cost $117.47 Unrealized -17.9%
AXAHY AXA - SP ADR 0.0%
Value ($000) $233 Shares 10,720 Est. Cost $26.35 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $230 Shares 2,470 Est. Cost $86.54 Unrealized +8.7%
MUFG MITSUBISHI UFJ FINL GRP - ADR 0.0%
Value ($000) $228 Shares 50,600 Est. Cost $5.04 Unrealized
IX ORIX - SP ADR 0.0%
Value ($000) $226 Shares 3,205 Est. Cost $101.71 Unrealized
NGG NATIONAL GRID PLC-SP ADR 0.0%
Value ($000) $226 Shares 4,385 Est. Cost $67.17 Unrealized
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $220 Shares 14,067 Est. Cost $19.35 Unrealized -9.3%
IMBBY IMPERIAL BRANDS PLC-SPON ADR 0.0%
Value ($000) $220 Shares 10,580 Est. Cost $21.95 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $214 Shares 37,210 Est. Cost $9.77 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $211 Shares 1,481 Est. Cost $142.47 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $209 Shares 2,200 Est. Cost $102.78 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $207 Shares 2,850 Est. Cost $72.63 Unrealized
VEA VANGUARD MSCI EAFE ETF 0.0%
Value ($000) $202 Shares 5,551 Est. Cost $36.39 Unrealized
MBGYY MERCEDES BENZ GROUP UNSP-ADR 0.0%
Value ($000) $164 Shares 13,015 Est. Cost $12.60 Unrealized
WMICX WASATCH MICRO-CAP FUND 0.0%
Value ($000) $87 Shares 15,251 Est. Cost $7.61 Unrealized
AGENT INFORMATION SOFTWARE I 0.0%
Value ($000) $42 Shares 28,000 Est. Cost $0.25 Unrealized
REFR RESEARCH FRONTIERS INC 0.0%
Value ($000) $27 Shares 12,500 Est. Cost $2.04 Unrealized 0.0%
MULLEN AUTOMATIVE INC 0.0%
Value ($000) $4 Shares 11,831 Est. Cost $3.72 Unrealized
SSCFF SMARTCOOL SYSTEMS INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.00 Unrealized -97.7%