ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $382,585,393 (100.0% shares, 0.0% debt)

Holdings (169)

AAPL APPLE INC COM 5.0%
Value ($000) $19,299,214 Shares 157,996 Est. Cost $91.30 Unrealized +37.0%
INTC INTEL CORP COM 4.9%
Value ($000) $18,565,116 Shares 290,079 Est. Cost $27.28 Unrealized +98.3%
ADP AUTOMATIC DATA PROCESSING INC COM 3.6%
Value ($000) $13,641,330 Shares 72,379 Est. Cost $65.95 Unrealized +137.5%
PGR PROGRESSIVE CORP COM 3.5%
Value ($000) $13,308,001 Shares 139,190 Est. Cost $20.51 Unrealized +295.0%
TFC TRUIST FINL CORP COM 3.4%
Value ($000) $12,852,462 Shares 220,378 Est. Cost $40.53 Unrealized +7.5%
KO COCA COLA CO COM 3.3%
Value ($000) $12,699,595 Shares 240,933 Est. Cost $30.74 Unrealized +41.2%
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $11,944,248 Shares 50,660 Est. Cost $46.77 Unrealized +376.5%
JNJ JOHNSON & JOHNSON COM 3.0%
Value ($000) $11,515,422 Shares 70,066 Est. Cost $110.32 Unrealized +27.6%
HD HOME DEPOT INC COM 2.8%
Value ($000) $10,581,252 Shares 34,664 Est. Cost $86.55 Unrealized +182.4%
QCOM QUALCOMM INC COM 2.6%
Value ($000) $10,100,698 Shares 76,179 Est. Cost $47.44 Unrealized +173.4%
MCD MCDONALDS CORP COM 2.6%
Value ($000) $10,095,481 Shares 45,040 Est. Cost $70.61 Unrealized +170.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 2.5%
Value ($000) $9,389,688 Shares 19,353 Est. Cost $84.28 Unrealized +429.3%
WMT WALMART INC COM 2.4%
Value ($000) $9,190,671 Shares 67,663 Est. Cost $21.83 Unrealized +98.4%
GPC GENUINE PARTS CO COM 2.1%
Value ($000) $7,928,333 Shares 68,590 Est. Cost $72.24 Unrealized +28.8%
CMI CUMMINS INC COM 1.8%
Value ($000) $7,020,205 Shares 27,093 Est. Cost $119.04 Unrealized +86.4%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value ($000) $6,894,743 Shares 3,333 Est. Cost $71.79 Unrealized +37.2%
LLY LILLY ELI & CO COM 1.8%
Value ($000) $6,741,971 Shares 36,088 Est. Cost $60.51 Unrealized +207.5%
CFR CULLEN FROST BANKERS INC COM 1.7%
Value ($000) $6,480,264 Shares 59,583 Est. Cost $52.94 Unrealized +68.7%
CB CHUBB LIMITED COM 1.6%
Value ($000) $6,238,235 Shares 39,490 Est. Cost $138.10 Unrealized +8.8%
WY WEYERHAEUSER CO MTN BE COM NEW 1.5%
Value ($000) $5,873,961 Shares 164,998 Est. Cost $20.06 Unrealized +39.0%
UPS UNITED PARCEL SERVICE INC CL B 1.5%
Value ($000) $5,682,902 Shares 33,430 Est. Cost $74.03 Unrealized +78.3%
SYY SYSCO CORP COM 1.5%
Value ($000) $5,643,732 Shares 71,675 Est. Cost $30.45 Unrealized +123.6%
TECH BIO-TECHNE CORP COM 1.4%
Value ($000) $5,536,839 Shares 14,497 Est. Cost $22.08 Unrealized +304.9%
WERN WERNER ENTERPRISES INC COM 1.4%
Value ($000) $5,395,719 Shares 114,388 Est. Cost $28.81 Unrealized +51.0%
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $5,309,702 Shares 95,104 Est. Cost $54.54 Unrealized -20.6%
DIS DISNEY WALT CO COM 1.4%
Value ($000) $5,249,040 Shares 28,447 Est. Cost $127.89 Unrealized +40.9%
CVX CHEVRON 1.3%
Value ($000) $4,904,849 Shares 46,806 Est. Cost $72.08 Unrealized +10.4%
AMGN AMGEN INC COM 1.3%
Value ($000) $4,813,248 Shares 19,345 Est. Cost $117.81 Unrealized +73.7%
ABBV ABBVIE INC COM 1.1%
Value ($000) $4,278,261 Shares 39,533 Est. Cost $88.05 Unrealized +1.0%
CPRT COPART INC COM 1.1%
Value ($000) $4,048,329 Shares 37,274 Est. Cost $6.96 Unrealized +305.2%
SON SONOCO PRODS CO COM 1.0%
Value ($000) $3,957,245 Shares 62,515 Est. Cost $35.20 Unrealized +44.9%
TFX TELEFLEX INCORPORATED COM 1.0%
Value ($000) $3,702,994 Shares 8,913 Est. Cost $107.73 Unrealized +260.0%
KMB KIMBERLY-CLARK CORP COM 1.0%
Value ($000) $3,697,481 Shares 26,591 Est. Cost $78.63 Unrealized +41.0%
TROW PRICE T ROWE GROUP INC COM 1.0%
Value ($000) $3,696,992 Shares 21,544 Est. Cost $117.29 Unrealized +12.4%
CSX CSX CORP COM 1.0%
Value ($000) $3,691,544 Shares 38,286 Est. Cost $9.42 Unrealized +203.5%
MRK MERCK & CO. INC COM 0.9%
Value ($000) $3,628,036 Shares 47,062 Est. Cost $39.93 Unrealized +57.9%
PAYX PAYCHEX INC COM 0.8%
Value ($000) $3,222,013 Shares 32,870 Est. Cost $40.31 Unrealized +99.4%
JPM JPMORGAN CHASE & CO COM 0.8%
Value ($000) $3,046,714 Shares 20,013 Est. Cost $92.16 Unrealized +38.1%
PATTERSON COS INC COM 0.8%
Value ($000) $2,962,742 Shares 92,730 Est. Cost $24315.44 Unrealized
T AT&T INC COM 0.8%
Value ($000) $2,890,206 Shares 95,480 Est. Cost $12.17 Unrealized +32.6%
MMS MAXIMUS INC COM 0.8%
Value ($000) $2,879,662 Shares 32,341 Est. Cost $67.63 Unrealized +20.9%
CMP COMPASS MINERALS INTL INC COM 0.7%
Value ($000) $2,682,909 Shares 42,775 Est. Cost $50.74 Unrealized +17.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.7%
Value ($000) $2,574,591 Shares 14,032 Est. Cost $81.89 Unrealized +86.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.7%
Value ($000) $2,510,673 Shares 26,009 Est. Cost $52.52 Unrealized +43.7%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $2,485,031 Shares 27,544 Est. Cost $52.71 Unrealized +47.6%
COP CONOCOPHILLIPS COM 0.6%
Value ($000) $2,467,369 Shares 46,580 Est. Cost $46.65 Unrealized -11.3%
PFE PFIZER INC COM 0.6%
Value ($000) $2,451,524 Shares 67,665 Est. Cost $19.62 Unrealized +42.9%
GILD GILEAD SCIENCES INC COM 0.6%
Value ($000) $2,267,549 Shares 35,085 Est. Cost $52.69 Unrealized +1.3%
COST COSTCO WHSL CORP NEW COM 0.6%
Value ($000) $2,239,404 Shares 6,353 Est. Cost $152.79 Unrealized +115.8%
CTAS CINTAS CORP COM 0.6%
Value ($000) $2,199,232 Shares 6,443 Est. Cost $27.45 Unrealized +194.9%
WU WESTERN UN CO COM 0.5%
Value ($000) $1,976,682 Shares 80,157 Est. Cost $19398.24 Unrealized
WM WASTE MGMT INC DEL COM 0.5%
Value ($000) $1,976,392 Shares 15,318 Est. Cost $93.10 Unrealized +16.2%
LEG LEGGETT & PLATT INC COM 0.5%
Value ($000) $1,917,635 Shares 42,007 Est. Cost $40.58 Unrealized +9.7%
AFL AFLAC INC COM 0.5%
Value ($000) $1,851,490 Shares 36,176 Est. Cost $31.22 Unrealized +37.4%
PKG PACKAGING CORP AMER COM 0.4%
Value ($000) $1,612,244 Shares 11,988 Est. Cost $74.24 Unrealized +58.4%
GL GLOBE LIFE INC COM 0.4%
Value ($000) $1,555,571 Shares 16,098 Est. Cost $86.10 Unrealized +6.9%
GNTX GENTEX CORP COM 0.4%
Value ($000) $1,437,857 Shares 40,310 Est. Cost $31.62 Unrealized +12.3%
VZ VERIZON COMMUNICATIONS INC COM 0.4%
Value ($000) $1,394,088 Shares 23,974 Est. Cost $38.06 Unrealized +11.0%
PSA PUBLIC STORAGE COM 0.4%
Value ($000) $1,377,682 Shares 5,583 Est. Cost $185.30 Unrealized +1.6%
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,331,190 Shares 9,829 Est. Cost $70.47 Unrealized +64.1%
XRAY DENTSPLY SIRONA INC COM 0.3%
Value ($000) $1,251,058 Shares 19,606 Est. Cost $56.03 Unrealized +3.5%
SNA SNAP ON INC COM 0.3%
Value ($000) $1,217,251 Shares 5,275 Est. Cost $148.73 Unrealized +16.8%
PNR PENTAIR PLC SHS 0.3%
Value ($000) $1,143,572 Shares 18,350 Est. Cost $39.24 Unrealized +37.3%
MMM 3M CO COM 0.3%
Value ($000) $1,111,502 Shares 5,768 Est. Cost $100.75 Unrealized +24.2%
IDCC INTERDIGITAL INC COM 0.3%
Value ($000) $1,099,257 Shares 17,324 Est. Cost $70.43 Unrealized -7.2%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,096,489 Shares 5,304 Est. Cost $122650.28 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.3%
Value ($000) $1,000,008 Shares 45,767 Est. Cost $40.92 Unrealized -61.1%
RNR RENAISSANCERE HLDGS LTD COM 0.3%
Value ($000) $978,137 Shares 6,103 Est. Cost $188.52 Unrealized -14.3%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $934,939 Shares 4,220 Est. Cost $77.93 Unrealized +137.4%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $925,137 Shares 9,885 Est. Cost $75.43 Unrealized -1.8%
ROST ROSS STORES INC COM 0.2%
Value ($000) $900,044 Shares 7,506 Est. Cost $58.78 Unrealized +90.9%
TGT TARGET CORP COM 0.2%
Value ($000) $884,976 Shares 4,468 Est. Cost $77.03 Unrealized +111.9%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $875,489 Shares 4,033 Est. Cost $74.31 Unrealized +137.7%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $848,441 Shares 15,454 Est. Cost $70164.16 Unrealized
SO SOUTHERN CO COM 0.2%
Value ($000) $843,533 Shares 13,570 Est. Cost $43.61 Unrealized +14.3%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $828,364 Shares 10,955 Est. Cost $56.92 Unrealized +20.9%
MEREDITH CORP COM 0.2%
Value ($000) $766,120 Shares 25,726 Est. Cost $48508.25 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $747,260 Shares 6,939 Est. Cost $90.91 Unrealized 0.0%
BIO BIO RAD LABS INC CL A 0.2%
Value ($000) $697,969 Shares 1,222 Est. Cost $574.94 Unrealized +3.0%
HRL HORMEL FOODS CORP COM 0.2%
Value ($000) $696,536 Shares 14,578 Est. Cost $28.32 Unrealized +44.8%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $675,670 Shares 5,340 Est. Cost $78.64 Unrealized +27.8%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $660,152 Shares 8,096 Est. Cost $55.79 Unrealized +16.3%
BA BOEING CO COM 0.2%
Value ($000) $629,158 Shares 2,470 Est. Cost $175.07 Unrealized +27.0%
SMG SCOTTS MIRACLE-GRO CO CL A 0.2%
Value ($000) $617,378 Shares 2,520 Est. Cost $145.77 Unrealized +29.4%
CHD CHURCH & DWIGHT INC COM 0.2%
Value ($000) $616,516 Shares 7,058 Est. Cost $38.94 Unrealized +102.3%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $613,894 Shares 2,403 Est. Cost $181.27 Unrealized +34.0%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $613,659 Shares 8,204 Est. Cost $47.06 Unrealized +25.7%
MKC MCCORMICK & CO INC COM NON VTG 0.2%
Value ($000) $596,744 Shares 6,692 Est. Cost $57.51 Unrealized +39.5%
D DOMINION ENERGY INC COM 0.2%
Value ($000) $578,532 Shares 7,616 Est. Cost $55.20 Unrealized +5.9%
MED MEDIFAST INC COM 0.1%
Value ($000) $571,490 Shares 2,698 Est. Cost $210.66 Unrealized 0.0%
VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 0.1%
Value ($000) $571,152 Shares 5,683 Est. Cost $79696.89 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $543,006 Shares 1,017 Est. Cost $4.85 Unrealized +176.5%
FCPGX FIDELITY SMALL CAP GROWTH 0.1%
Value ($000) $533,832 Shares 14,970 Est. Cost $27948.08 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $524,760 Shares 39,966 Est. Cost $23658.15 Unrealized
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $512,939 Shares 3,642 Est. Cost $118.74 Unrealized -1.9%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $512,860 Shares 7,436 Est. Cost $60.81 Unrealized +9.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $504,606 Shares 6,920 Est. Cost $64139.88 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $464,919 Shares 5,512 Est. Cost $49.30 Unrealized +44.9%
VFC V F CORP COM 0.1%
Value ($000) $453,873 Shares 5,679 Est. Cost $68.43 Unrealized +18.6%
MAS MASCO CORP COM 0.1%
Value ($000) $423,126 Shares 7,063 Est. Cost $19.48 Unrealized +162.5%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $421,321 Shares 1,497 Est. Cost $96.23 Unrealized +149.6%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $407,672 Shares 9,110 Est. Cost $45.15 Unrealized 0.0%
BMO BANK MONTREAL QUE COM 0.1%
Value ($000) $398,901 Shares 4,476 Est. Cost $52.79 Unrealized +26.6%
HODGES SMALL CAP FUND 0.1%
Value ($000) $394,805 Shares 15,617 Est. Cost $16730.29 Unrealized
COOPER TIRE & RUBR CO COM 0.1%
Value ($000) $386,653 Shares 6,907 Est. Cost $27610.16 Unrealized
EG EVEREST RE GROUP LTD COM 0.1%
Value ($000) $386,583 Shares 1,560 Est. Cost $226.56 Unrealized -4.4%
VUG VANGUARD GROWTH INDEX FUND 0.1%
Value ($000) $379,142 Shares 1,475 Est. Cost $156689.52 Unrealized
PEP PEPSICO INC COM 0.1%
Value ($000) $377,247 Shares 2,667 Est. Cost $81.06 Unrealized +45.5%
NORDSTROM INC COM 0.1%
Value ($000) $373,445 Shares 9,861 Est. Cost $58955.31 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $343,107 Shares 3,140 Est. Cost $51.55 Unrealized +82.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $342,813 Shares 4,758 Est. Cost $49889.87 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $338,284 Shares 2,300 Est. Cost $128392.20 Unrealized
RF REGIONS FINANCIAL CORP NEW COM 0.1%
Value ($000) $337,295 Shares 16,326 Est. Cost $6.80 Unrealized +135.9%
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $321,471 Shares 1,701 Est. Cost $43.20 Unrealized +250.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $315,422 Shares 222 Est. Cost $26.23 Unrealized +10.3%
ABT ABBOTT LABS COM 0.1%
Value ($000) $314,580 Shares 2,625 Est. Cost $63.96 Unrealized +69.8%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $313,269 Shares 2,383 Est. Cost $89059.59 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $310,475 Shares 2,329 Est. Cost $101.73 Unrealized -3.6%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $297,418 Shares 403 Est. Cost $107.28 Unrealized +112.6%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.1%
Value ($000) $294,760 Shares 1,705 Est. Cost $126.66 Unrealized -1.4%
DFA TAX-MGD. US TARGETED VALUE PORTFOLIO 0.1%
Value ($000) $293,425 Shares 6,748 Est. Cost $35442.65 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $280,816 Shares 910 Est. Cost $195.26 Unrealized +54.7%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $280,792 Shares 3,562 Est. Cost $52.70 Unrealized +32.8%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $279,973 Shares 6,125 Est. Cost $26.08 Unrealized +70.4%
FSPSX FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS 0.1%
Value ($000) $268,899 Shares 5,698 Est. Cost $43014.89 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.1%
Value ($000) $265,136 Shares 3,832 Est. Cost $54009.92 Unrealized
AYI ACUITY BRANDS INC COM 0.1%
Value ($000) $264,495 Shares 1,603 Est. Cost $133.39 Unrealized -5.7%
FFIV F5 NETWORKS INC COM 0.1%
Value ($000) $258,688 Shares 1,240 Est. Cost $153.73 Unrealized +28.1%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $255,184 Shares 3,964 Est. Cost $40477.53 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $244,139 Shares 616 Est. Cost $284592.78 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $229,144 Shares 778 Est. Cost $267.39 Unrealized 0.0%
V VISA INC COM CL A 0.1%
Value ($000) $227,324 Shares 1,073 Est. Cost $158.58 Unrealized +28.1%
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $226,336 Shares 3,005 Est. Cost $64.32 Unrealized +7.3%
BIIB BIOGEN INC COM 0.1%
Value ($000) $219,883 Shares 786 Est. Cost $274.65 Unrealized -1.8%
CBSH COMMERCE BANCSHARES INC COM 0.1%
Value ($000) $205,084 Shares 2,677 Est. Cost $32.26 Unrealized +72.3%
AMCOR PLC ORD 0.1%
Value ($000) $201,900 Shares 17,286 Est. Cost $8.51 Unrealized +9.6%
GLW CORNING INC COM 0.0%
Value ($000) $187,223 Shares 4,303 Est. Cost $30.87 Unrealized +8.8%
DFA TAX MANAGED US MARKETWIDE VALUE PORTFOLIO 0.0%
Value ($000) $186,658 Shares 5,537 Est. Cost $29981.04 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $184,694 Shares 925 Est. Cost $150.00 Unrealized +2.6%
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $183,564 Shares 89 Est. Cost $83.49 Unrealized +17.3%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $181,553 Shares 941 Est. Cost $84.43 Unrealized +95.5%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $181,010 Shares 3,384 Est. Cost $31.29 Unrealized +42.6%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $164,555 Shares 1,393 Est. Cost $101.70 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $163,797 Shares 610 Est. Cost $204.73 Unrealized +11.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $160,866 Shares 2,081 Est. Cost $61.85 Unrealized +5.5%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $148,515 Shares 48 Est. Cost $117.84 Unrealized +34.5%
VGHAX VANGUARD SPECIALIZED HEALTH CARE ADMIRAL SHARES 0.0%
Value ($000) $147,655 Shares 1,653 Est. Cost $87723.23 Unrealized
DFA TAX MANAGED US EQUITY PORTFOLIO 0.0%
Value ($000) $146,982 Shares 3,370 Est. Cost $41214.54 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $145,199 Shares 2,300 Est. Cost $39.48 Unrealized +29.2%
ORCL ORACLE CORP COM 0.0%
Value ($000) $142,655 Shares 2,033 Est. Cost $55.51 Unrealized +9.2%
RPM RPM INTL INC COM 0.0%
Value ($000) $139,392 Shares 1,517 Est. Cost $88.17 Unrealized -2.0%
DSFRX DOMINI SOCIAL INVT TR 0.0%
Value ($000) $139,065 Shares 4,487 Est. Cost $30425.99 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $138,786 Shares 1,729 Est. Cost $56.08 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $138,641 Shares 729 Est. Cost $148.05 Unrealized +6.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $125,387 Shares 337 Est. Cost $308.19 Unrealized +3.7%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHARES 0.0%
Value ($000) $123,709 Shares 337 Est. Cost $346767.84 Unrealized
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $121,512 Shares 250 Est. Cost $465.09 Unrealized +2.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $121,200 Shares 805 Est. Cost $151489.44 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $118,889 Shares 1,045 Est. Cost $79.96 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $117,758 Shares 665 Est. Cost $29.45 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $116,503 Shares 2,106 Est. Cost $40.32 Unrealized 0.0%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $108,854 Shares 5,063 Est. Cost $19.92 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $104,967 Shares 230 Est. Cost $462.59 Unrealized +1.8%
SWPPX SCHWAB S&P 500 INDEX 0.0%
Value ($000) $104,334 Shares 1,711 Est. Cost $60978.38 Unrealized
GVA GRANITE CONSTR INC COM 0.0%
Value ($000) $103,643 Shares 2,575 Est. Cost $34.61 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $103,368 Shares 1,999 Est. Cost $40.62 Unrealized 0.0%
MDXG MIMEDX GROUP INC COM 0.0%
Value ($000) $103,000 Shares 10,000 Est. Cost $9.66 Unrealized 0.0%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $102,218 Shares 406 Est. Cost $251768.47 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $100,759 Shares 305 Est. Cost $330357.38 Unrealized